MANULIFE FINANCIAL CORP - MFC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History Reduced 117,192,490 4,036,108 0.71% 0.83% 1 -24,173,919 -17.1% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 78,317,970 2,843,882 0.04% 0.04% 2 0 0.0% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 57,996,387 1,998,214 0.74% 0.72% 3 +392,279 0.68% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 48,056,110 1,655,436 0.04% — 4 +48,056,110 New Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 40,746,302 1,399,134 1.14% 1.12% 5 +2,565,005 6.72% Q1 2026 May 11, 2026
MACKENZIE FINANCIAL CORP History Added to 29,894,048 1,029,628 1.24% 1.23% 6 +1,343,105 4.7% Q1 2026 May 13, 2026
1832 Asset Management L.P. History Reduced 28,248,714 972,885 0.89% 0.79% 7 -329,427 -1.15% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 26,176,263 954,316 0.86% 0.8% 8 +4,240,531 19.33% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Reduced 23,431,470 807,305 1.16% 1.3% 9 -910,221 -3.74% Q1 2026 May 15, 2026
NORGES BANK History No change 21,403,764 777,228 0.08% 0.08% 10 0 0.0% Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 17,545,184 623,171 0.04% 0.04% 11 +736,419 4.38% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Reduced 17,532,322 603,813 0.99% 1.59% 12 -9,645,667 -35.49% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Added to 16,675,574 580,476 1.72% 1.55% 13 +9,788,775 142.14% Q1 2026 May 12, 2026
VANGUARD FIDUCIARY TRUST CO History New 14,772,184 508,872 0.13% — 14 +14,772,184 New Q1 2026 May 08, 2026
CIBC Asset Management Inc History Reduced 14,114,546 487,701 1.19% 1.49% 15 -2,770,913 -16.41% Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 12,990,620 447,580 0.29% 0.27% 16 +1,969,577 17.87% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 11,920,832 410,648 0.22% — 17 +11,920,832 New Q1 2026 May 08, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 11,702,230 402,969 0.65% 0.25% 18 +7,577,711 183.72% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Reduced 11,370,691 391,595 0.68% 0.64% 19 -572,271 -4.79% Q1 2026 May 14, 2026
Legal & General Group Plc History Added to 11,376,566 390,645 0.09% 0.09% 20 +99,279 0.88% Q1 2026 May 08, 2026
SCOTIA CAPITAL INC. History Reduced 10,873,355 373,162 1.53% 1.63% 21 -280,768 -2.52% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 10,429,680 359,198 0.02% 0.02% 22 +254,486 2.5% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 10,392,002 349,690 0.02% 0.02% 23 +1,923,494 22.71% Q1 2026 May 13, 2026
Beutel, Goodman & Co Ltd. History Reduced 10,117,802 347,422 2.36% 2.46% 24 -906,725 -8.22% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 9,161,534 313,525 1.13% 1.39% 25 -828,552 -8.29% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 8,257,487 284,352 0.06% 0.06% 26 -101,706 -1.22% Q1 2026 May 07, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,060,548 243,165 0.05% 0.05% 27 -146,241 -2.03% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 5,759,073 219,057 0.07% 0.07% 28 +68,944 1.21% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 6,133,150 211,312 0.49% 0.72% 29 -1,425,807 -18.86% Q1 2026 May 11, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 6,038,452 207,346 3.34% 3.66% 30 -112,765 -1.83% Q1 2026 May 12, 2026
Man Group plc History Reduced 5,658,350 194,328 0.35% 0.38% 31 -547,248 -8.82% Q1 2026 May 15, 2026
Swiss National Bank History Added to 5,645,600 194,190 0.11% 0.1% 32 +1,154,200 25.7% Q1 2026 May 07, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,687,316 161,431 0.02% 0.04% 33 -4,714,026 -50.14% Q1 2026 May 15, 2026
Cardinal Capital Management, Inc. History Added to 4,675,188 160,543 4.33% 5.11% 34 +105,380 2.31% Q1 2026 Apr 07, 2026
HARDING LOEVNER LP History Reduced 4,479,701 154,372 1.59% 1.51% 35 -247,340 -5.23% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 4,487,458 154,089 0.25% 0.14% 36 +2,161,818 92.96% Q1 2026 May 14, 2026
Amundi History Reduced 3,870,403 136,077 0.04% 0.04% 37 -321,564 -7.67% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Reduced 3,446,160 132,857 0.6% 0.65% 38 -313,167 -8.33% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,772,871 129,937 0.01% 0.01% 39 -555,655 -12.84% Q1 2026 May 15, 2026
AustralianSuper Pty Ltd History Added to 3,754,341 129,352 0.67% 0.51% 40 +743,924 24.71% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History Reduced 3,466,430 119,383 0.04% 0.05% 41 -586,334 -14.47% Q1 2026 May 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 3,394,634 116,938 0.1% — 42 +3,394,634 New Q1 2026 May 08, 2026
SIG North Trading, ULC History Reduced 3,078,903 106,037 2.13% 2.27% 43 -347,040 -10.13% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,766,364 94,309 0.04% 0.05% 44 -12,084 -0.43% Q1 2026 May 15, 2026
UBS Group AG History Reduced 2,552,877 87,921 0.01% 0.02% 45 -1,463,353 -36.44% Q1 2026 May 05, 2026
Invesco Ltd. History Added to 2,543,550 87,599 0.01% 0.01% 46 +855,491 50.68% Q1 2026 May 12, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 2,487,122 85,523 2.46% 2.59% 47 -78,480 -3.06% Q1 2026 May 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 2,480,713 85,470 0.5% 0.25% 48 +1,198,118 93.41% Q1 2026 May 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 2,467,191 84,964 2.42% 2.46% 49 +115,226 4.9% Q1 2026 May 08, 2026
Quadrature Capital Ltd History Added to 2,373,200 81,490 0.97% 0.69% 50 +509,900 27.37% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Reduced 2,323,084 80,039 0.48% 0.59% 51 -434,816 -15.77% Q1 2026 Apr 28, 2026
BlackRock, Inc. History Added to 2,137,641 73,620 0.0% 0.0% 52 +212,529 11.04% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Reduced 2,113,648 72,577 0.32% 0.34% 53 -444,423 -17.37% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 2,057,848 71,963 0.12% 0.09% 54 0 0.0% Q1 2026 May 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 2,065,147 71,074 0.06% 0.06% 55 +98,357 5.0% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 1,903,648 65,561 0.01% 0.01% 56 -2,665 -0.14% Q1 2026 May 14, 2026
FIL Ltd History Reduced 1,884,698 64,923 0.05% 0.08% 57 -974,067 -34.07% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 1,882,609 64,473 0.07% 0.06% 58 +385,950 25.79% Q1 2026 May 08, 2026
Hillsdale Investment Management Inc. History Added to 1,866,622 64,284 1.75% 0.72% 59 +1,153,792 161.86% Q1 2026 May 04, 2026
AVIVA PLC History Added to 1,848,199 63,463 0.11% 0.11% 60 +52,972 2.95% Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 1,830,796 63,044 0.05% 0.04% 61 +501,160 37.69% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Added to 1,827,380 62,803 0.11% 0.12% 62 +7,401 0.41% Q1 2026 May 14, 2026
Korea Investment CORP History Added to 1,809,717 62,141 0.13% 0.12% 63 +168,549 10.27% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Added to 1,756,926 60,508 0.01% 0.01% 64 +75,419 4.49% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History Reduced 1,716,532 59,140 0.01% 0.02% 65 -176,801 -9.34% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,686,870 58,095 0.05% 0.11% 66 -460,845 -21.46% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 1,538,713 52,993 0.05% 0.04% 67 +3,956 0.26% Q1 2026 May 13, 2026
Value Partners Investments Inc. History Reduced 1,518,899 52,217 3.98% 4.24% 68 -39 -0.0% Q1 2026 Apr 21, 2026
GUARDIAN CAPITAL LP History Reduced 1,465,476 50,321 1.33% 1.64% 69 -51,507 -3.4% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 1,455,847 50,135 0.03% 0.07% 70 -2,212,972 -60.32% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 1,379,725 47,376 0.1% 0.11% 71 +26,608 1.97% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 1,371,676 47,183 0.12% 0.13% 72 -22,850 -1.64% Q1 2026 May 14, 2026
Nuveen, LLC History Reduced 1,355,879 46,557 0.01% 0.01% 73 -8,422 -0.62% Q1 2026 Apr 30, 2026
Neuberger Berman Group LLC History Reduced 1,362,884 46,128 0.04% 0.04% 74 -24,794 -1.79% Q1 2026 May 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,252,508 43,136 0.84% 0.88% 75 +11,300 0.91% Q1 2026 May 12, 2026
FIRST TRUST ADVISORS LP History Added to 1,175,854 40,495 0.03% 0.03% 76 +14,659 1.26% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,125,424 38,759 0.06% 0.02% 77 +737,100 189.82% Q1 2026 May 14, 2026
CANERECTOR INC History Added to 800,000 38,336 18.16% 15.37% 78 +170,000 26.98% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,096,834 37,783 0.02% 0.02% 79 +4,646 0.43% Q1 2026 May 15, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 1,094,428 37,707 2.71% 3.24% 80 -207,682 -15.95% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 989,016 37,196 0.02% 0.04% 81 -885,549 -47.24% Q1 2026 May 15, 2026
Addenda Capital Inc. History Reduced 764,467 36,633 1.03% 1.13% 82 -6,190 -0.8% Q1 2026 Apr 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 1,058,887 36,483 0.11% 0.03% 83 +802,228 312.57% Q1 2026 May 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 1,058,547 36,474 0.27% 0.53% 84 -837,605 -44.17% Q1 2026 May 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,010,344 34,795 0.04% 0.01% 85 +846,666 517.28% Q1 2026 May 14, 2026
SEB Asset Management AB History New 976,488 33,530 0.14% — 86 +976,488 New Q1 2026 May 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 985,085 33,134 0.02% 0.02% 87 +127,369 14.85% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 961,748 33,122 0.01% 0.01% 88 -733,239 -43.26% Q1 2026 May 14, 2026
State of Tennessee, Department of Treasury History Reduced 960,491 32,981 0.11% 0.13% 89 -62,557 -6.11% Q1 2026 May 15, 2026
Achmea Investment Management B.V. History Reduced 910,146 31,252 0.82% 0.85% 90 -6,213 -0.68% Q1 2026 May 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 909,682 31,236 0.01% 0.01% 91 -184,822 -16.89% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 835,325 28,775 0.08% — 92 +835,325 New Q1 2026 May 08, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History Added to 833,547 28,622 0.43% 0.34% 93 +175,363 26.64% Q1 2026 Apr 10, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 817,126 28,141 2.42% 2.52% 94 +18,174 2.27% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 815,597 28,116 0.03% 0.03% 95 +18,760 2.35% Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 753,560 25,953 0.2% 0.2% 96 0 0.0% Q1 2026 May 04, 2026
APG Asset Management N.V. History Reduced 859,620 25,618 0.08% 0.08% 97 -12,040 -1.38% Q1 2026 May 13, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 688,793 24,095 2.57% 2.94% 98 -6,330 -0.91% Q1 2026 May 13, 2026
Allspring Global Investments Holdings, LLC History Added to 687,432 23,908 0.04% 0.04% 99 +52,020 8.19% Q1 2026 May 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 693,345 23,878 0.01% 0.01% 100 +86,597 14.27% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 668,272 23,015 0.01% 0.01% 101 +23,825 3.7% Q1 2026 May 14, 2026
Mn Services Vermogensbeheer B.V. History Reduced 659,556 22,648 0.15% 0.15% 102 -9,500 -1.42% Q1 2026 Apr 30, 2026
Pictet Asset Management Holding SA History Reduced 654,036 22,458 0.02% 0.02% 103 -24,910 -3.67% Q1 2026 Apr 22, 2026
CITIGROUP INC History Reduced 646,834 22,210 0.01% 0.01% 104 -237,896 -26.89% Q1 2026 May 11, 2026
OMERS ADMINISTRATION Corp History Reduced 637,706 21,897 0.14% 0.65% 105 -1,862,300 -74.49% Q1 2026 May 15, 2026
Purpose Unlimited Inc. History Added to 614,406 21,142 0.87% 0.38% 106 +383,489 166.07% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 610,647 21,030 0.01% 0.01% 107 -33,416 -5.19% Q1 2026 May 06, 2026
Sienna Gestion History No change 604,039 20,474 1.34% 1.31% 108 0 0.0% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 584,081 20,115 0.01% 0.01% 109 -34,032 -5.51% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Added to 581,656 20,032 0.0% 0.0% 110 +280,635 93.23% Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History Added to 580,272 19,984 0.34% 0.25% 111 +163,314 39.17% Q1 2026 May 05, 2026
Candriam S.C.A. History Reduced 570,607 19,593 0.1% 0.13% 112 -145,439 -20.31% Q1 2026 Apr 30, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 537,669 18,524 0.03% 0.0% 113 +512,083 2001.42% Q1 2026 May 15, 2026
Lombard Odier Asset Management (Europe) Ltd History Reduced 535,006 18,423 1.01% 1.24% 114 -152,966 -22.23% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 529,140 18,169 0.04% 0.05% 115 -65,800 -11.06% Q1 2026 May 15, 2026
Promethos Capital, LLC History Added to 514,005 17,702 4.76% 5.07% 116 +1,090 0.21% Q1 2026 May 13, 2026
Creative Planning History Added to 513,474 17,684 0.01% 0.01% 117 +166,024 47.78% Q1 2026 May 12, 2026
Kepler Cheuvreux (Suisse) SA History Reduced 361,673 17,331 1.15% 1.22% 118 -72,531 -16.7% Q1 2026 Apr 28, 2026
JANE STREET GROUP, LLC History Added to 477,093 16,431 0.0% 0.0% 119 +144,816 43.58% Q1 2026 May 12, 2026
Allianz Asset Management GmbH History Reduced 476,562 16,364 0.02% 0.02% 120 -89,075 -15.75% Q1 2026 May 11, 2026
Cardinal Point Capital Management ULC History Added to 471,351 16,204 0.99% 1.1% 121 +6,686 1.44% Q1 2026 Apr 20, 2026
Heathbridge Capital Management Ltd. History Reduced 456,500 15,694 5.7% 6.38% 122 -2,850 -0.62% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 441,493 15,205 0.08% 0.18% 123 -473,283 -51.74% Q1 2026 May 13, 2026
FORSTA AP-FONDEN History No change 405,700 14,751 0.09% 0.09% 124 0 0.0% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 425,116 14,640 0.03% 0.03% 125 +9,763 2.35% Q1 2026 May 06, 2026
Northwest & Ethical Investments L.P. History Reduced 418,622 14,433 0.33% 0.35% 126 -13,597 -3.15% Q1 2026 May 13, 2026
CIDEL ASSET MANAGEMENT INC History Added to 416,206 14,291 0.78% 1.06% 127 +5,389 1.31% Q1 2026 Apr 17, 2026
GRACE & WHITE INC /NY History Reduced 410,003 14,120 2.49% 2.67% 128 -2,000 -0.49% Q1 2026 Apr 21, 2026
FMR LLC History Added to 406,169 13,991 0.0% 0.0% 129 +6,670 1.67% Q1 2026 May 15, 2026
Varma Mutual Pension Insurance Co History No change 400,339 13,746 0.08% 0.09% 130 0 0.0% Q1 2026 May 05, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 391,082 13,428 0.07% 0.07% 131 +5,264 1.36% Q1 2026 Apr 23, 2026
ODDO BHF ASSET MANAGEMENT SAS History Added to 276,900 13,269 0.52% 0.5% 132 +11,300 4.25% Q1 2026 May 18, 2026
Ilmarinen Mutual Pension Insurance Co History No change 365,000 12,552 0.1% 0.11% 133 0 0.0% Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 361,523 12,450 0.02% 0.02% 134 +98,922 37.67% Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Added to 335,310 11,548 0.17% 0.04% 135 +267,598 395.2% Q1 2026 May 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 294,100 10,128 0.38% 0.32% 136 +31,600 12.04% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History No change 290,000 9,987 0.03% 0.01% 137 0 0.0% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 270,255 9,804 0.02% 0.02% 138 0 0.0% Q4 2025 Feb 17, 2026
USS Investment Management Ltd History No change 279,167 9,606 0.04% 0.05% 139 0 0.0% Q1 2026 Apr 24, 2026
FOSTER & MOTLEY INC History Reduced 268,438 9,245 0.48% 0.53% 140 -4,524 -1.66% Q1 2026 Apr 21, 2026
STIFEL FINANCIAL CORP History Added to 260,321 8,965 0.01% 0.01% 141 +53,093 25.62% Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 257,359 8,837 0.09% 0.1% 142 -53,484 -17.21% Q1 2026 May 08, 2026
Investment Management Corp of Ontario History Added to 238,770 8,223 0.11% 0.1% 143 +32,200 15.59% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 233,618 8,038 0.01% 0.02% 144 -237,633 -50.43% Q1 2026 May 15, 2026
Genus Capital Management Inc. History Reduced 232,240 7,974 0.91% 1.26% 145 -65,710 -22.05% Q1 2026 May 01, 2026
NATIXIS History Reduced 219,069 7,544 0.03% 0.04% 146 -54,648 -19.97% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 218,966 7,518 0.06% 0.07% 147 -10,602 -4.62% Q1 2026 Apr 29, 2026
Lorne Steinberg Wealth Management Inc. History Added to 217,164 7,479 1.77% 1.79% 148 +2,796 1.3% Q1 2026 May 07, 2026
US BANCORP \DE\ History Reduced 216,214 7,446 0.01% 0.01% 149 -10,236 -4.52% Q1 2026 May 14, 2026
JCIC Asset Management Inc. History Added to 215,019 7,392 2.26% 2.35% 150 +3,019 1.42% Q1 2026 Apr 13, 2026
Cetera Investment Advisers History Added to 211,074 7,269 0.01% 0.01% 151 +11,808 5.93% Q1 2026 May 13, 2026
Gold Investment Management Ltd. History Added to 205,413 7,068 2.19% 2.34% 152 +3,621 1.79% Q1 2026 Apr 22, 2026
JANUS HENDERSON GROUP PLC History Reduced 201,041 6,894 0.0% 0.07% 153 -3,844,447 -95.03% Q1 2026 May 18, 2026
Guardian Partners Inc. History Added to 196,504 6,821 0.57% 0.57% 154 +4,753 2.48% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 194,430 6,696 0.12% 0.12% 155 +10,016 5.43% Q1 2026 Apr 20, 2026
HighTower Advisors, LLC History Added to 192,595 6,633 0.01% 0.01% 156 +13,706 7.66% Q1 2026 May 05, 2026
Maryland State Retirement & Pension System History Added to 190,135 6,551 0.13% 0.13% 157 +11,315 6.33% Q1 2026 May 04, 2026
Mariner, LLC History Added to 188,908 6,503 0.01% 0.01% 158 +11,775 6.65% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 152,190 6,501 0.0% 0.0% 159 +63,544 71.68% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 188,291 6,482 0.03% 0.03% 160 +39,733 26.75% Q1 2026 May 14, 2026
Utah Retirement Systems History Reduced 183,873 6,313 0.06% 0.07% 161 -7,487 -3.91% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 181,952 6,266 0.01% 0.01% 162 +11,255 6.59% Q1 2026 May 13, 2026
Avanza Fonder AB History No change 127,025 6,087 0.17% 0.16% 163 0 0.0% Q1 2026 Apr 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 165,515 6,004 0.0% 0.0% 164 +342 0.21% Q1 2026 May 15, 2026
Aviso Financial Inc. History Reduced 168,199 5,788 0.21% 0.25% 165 -14,778 -8.08% Q1 2026 May 13, 2026
Triasima Portfolio Management inc. History Added to 168,329 5,780 0.87% 0.08% 166 +153,236 1015.28% Q1 2026 Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 159,241 5,484 0.01% 0.01% 167 -127,748 -44.51% Q1 2026 Apr 27, 2026
Walleye Trading LLC History Added to 156,043 5,374 0.01% 0.0% 168 +141,657 984.69% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 155,759 5,364 0.01% 0.01% 169 +3,971 2.62% Q1 2026 May 15, 2026
Burkett Asset Management Ltd History Added to 142,830 4,910 4.84% 5.18% 170 +1,980 1.41% Q1 2026 May 05, 2026
AFFINITY WEALTH MANAGEMENT LLC History Added to 136,863 4,713 0.71% 0.69% 171 +2,794 2.08% Q1 2026 Apr 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 136,509 4,686 0.02% 0.01% 172 +12,642 10.21% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Reduced 134,905 4,648 0.02% 0.02% 173 -14,372 -9.63% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 134,475 4,616 0.01% 0.01% 174 +1,308 0.98% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Added to 133,583 4,600 0.02% 0.02% 175 +10,341 8.39% Q1 2026 Apr 30, 2026
Voleon Capital Management LP History Reduced 133,291 4,590 0.1% 0.11% 176 -5,138 -3.71% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 131,076 4,514 0.01% 0.01% 177 +14,884 12.81% Q1 2026 May 15, 2026
Arjuna Capital History Added to 130,216 4,484 1.14% 1.14% 178 +1,908 1.49% Q1 2026 May 06, 2026
Gulf International Bank (UK) Ltd History Added to 129,058 4,444 0.1% 0.1% 179 +43,675 51.15% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 126,534 4,345 0.01% 0.0% 180 +107,824 576.29% Q1 2026 May 01, 2026
Cambridge Investment Research Advisors, Inc. History Added to 125,305 4,315 0.01% 0.01% 181 +11,927 10.52% Q1 2026 Apr 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 125,000 4,305 0.0% 0.0% 182 +57,125 84.16% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 121,900 4,198 0.0% 0.0% 183 +37,385 44.23% Q1 2026 May 07, 2026
Osmosis Investment Management UK Ltd History Reduced 121,046 4,153 0.11% 0.11% 184 -930 -0.76% Q1 2026 May 14, 2026
BNP PARIBAS History Added to 119,045 4,109 0.13% 0.01% 185 +105,540 781.49% Q1 2026 May 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 119,254 4,107 0.26% 0.27% 186 +3,261 2.81% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History New 118,086 4,066 0.23% — 187 +118,086 New Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 111,564 3,842 0.09% 0.09% 188 +8,436 8.18% Q1 2026 May 11, 2026
Vident Advisory, LLC History Added to 109,465 3,764 0.03% 0.02% 189 +58,855 116.29% Q1 2026 May 14, 2026
Ninepoint Partners LP History No change 103,597 3,758 0.42% 0.42% 190 0 0.0% Q4 2025 Feb 17, 2026
Harvest Portfolios Group Inc. History Added to 107,492 3,702 0.06% 0.06% 191 +19,468 22.12% Q1 2026 May 14, 2026
Rathbones Group PLC History Added to 107,799 3,701 0.02% 0.02% 192 +949 0.89% Q1 2026 May 12, 2026
Pinnacle Financial Partners, Inc. History Added to 104,571 3,601 0.03% 0.03% 193 +808 0.78% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 103,415 3,543 0.01% 0.01% 194 -8,959 -7.97% Q1 2026 May 15, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 73,700 3,531 1.21% — 195 +73,700 New Q1 2026 May 12, 2026
PRUDENTIAL PLC History Reduced 102,343 3,526 0.02% 0.04% 196 -19,275 -15.85% Q1 2026 May 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 102,389 3,526 0.04% 0.04% 197 +5,047 5.18% Q1 2026 Apr 20, 2026
PCJ Investment Counsel Ltd. History Reduced 100,761 3,471 0.99% 0.96% 198 -6,200 -5.8% Q1 2026 May 11, 2026
BENJAMIN EDWARDS INC History Reduced 100,123 3,448 0.03% 0.04% 199 -161 -0.16% Q1 2026 May 12, 2026
WCG Wealth Advisors LLC History Reduced 99,919 3,441 0.1% 0.1% 200 -512 -0.51% Q1 2026 May 12, 2026
BCV Asset Management Inc. History Added to 100,477 3,424 0.12% 0.04% 201 +71,011 240.99% Q1 2026 May 08, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 99,375 3,422 0.04% 0.05% 202 -2,555 -2.51% Q1 2026 Apr 23, 2026
SPINNAKER TRUST History Reduced 98,279 3,384 0.19% 0.19% 203 -847 -0.85% Q1 2026 Apr 23, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 97,900 3,349 0.04% 0.06% 204 -50,131 -33.87% Q1 2026 Apr 16, 2026
Vise Technologies, Inc. History No change 91,662 3,325 0.07% 0.07% 205 0 0.0% Q1 2026 Apr 21, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History No change 95,700 3,295 0.11% 0.06% 206 0 0.0% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 93,498 3,220 0.02% 0.03% 207 +409 0.44% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 92,838 3,197 0.03% 0.04% 208 -9,117 -8.94% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 89,112 3,069 0.01% 0.01% 209 -1,680 -1.85% Q1 2026 Apr 22, 2026
&PARTNERS History Added to 88,132 3,028 0.01% 0.01% 210 +21,664 32.59% Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Reduced 87,708 3,020 0.01% 0.01% 211 -8,498 -8.83% Q1 2026 May 15, 2026
Generali Asset Management SPA SGR History Added to 62,523 2,996 0.06% 0.05% 212 +10,891 21.09% Q1 2026 May 05, 2026
Claret Asset Management Corp History Reduced 86,392 2,976 0.36% 0.37% 213 -257 -0.3% Q1 2026 May 11, 2026
Qube Research & Technologies Ltd History Reduced 85,074 2,930 0.0% 0.02% 214 -429,947 -83.48% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Reduced 80,232 2,763 0.01% 0.01% 215 -2,380 -2.88% Q1 2026 May 01, 2026
OpenArc Corporate Advisory, LLC History Added to 79,411 2,734 0.04% 0.05% 216 +125 0.16% Q1 2026 May 11, 2026
Sequoia Financial Advisors, LLC History Reduced 79,197 2,727 0.02% 0.02% 217 -2,543 -3.11% Q1 2026 Apr 30, 2026
Private Advisor Group, LLC History Added to 78,323 2,697 0.01% 0.01% 218 +3,233 4.31% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 77,068 2,689 0.01% 0.01% 219 -21,800 -22.05% Q1 2026 Apr 08, 2026
Vestmark Advisory Solutions, Inc. History Reduced 77,052 2,653 0.03% 0.04% 220 -464 -0.6% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 76,421 2,631 0.0% 0.0% 221 +3,828 5.27% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 76,391 2,630 0.01% 0.01% 222 +7,298 10.56% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 75,835 2,609 0.01% 0.01% 223 +5,624 8.01% Q1 2026 May 11, 2026
CenterStar Asset Management, LLC History New 74,200 2,555 0.32% — 224 +74,200 New Q1 2026 May 01, 2026
Callan Family Office, LLC History No change 72,802 2,507 0.06% 0.06% 225 0 0.0% Q1 2026 May 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 70,905 2,441 0.01% 0.01% 226 -6,035 -7.84% Q1 2026 May 01, 2026
Numerai GP LLC History Reduced 70,865 2,440 0.24% 0.45% 227 -32,209 -31.25% Q1 2026 May 15, 2026
Argent Trust Co History Reduced 70,362 2,423 0.08% 0.12% 228 -27,023 -27.75% Q1 2026 May 13, 2026
Assenagon Asset Management S.A. History Added to 70,329 2,414 0.0% 0.0% 229 +1,399 2.03% Q1 2026 Apr 20, 2026
DAVENPORT & Co LLC History Added to 69,982 2,410 0.01% 0.01% 230 +480 0.69% Q1 2026 Apr 15, 2026
LMG Wealth Partners, LLC History Added to 66,530 2,291 0.42% 0.43% 231 +3,604 5.73% Q1 2026 Apr 17, 2026
Metis Global Partners, LLC History Reduced 66,537 2,284 0.06% 0.06% 232 -4,235 -5.98% Q1 2026 May 07, 2026
Ensign Peak Advisors, Inc History Reduced 63,800 2,190 0.0% 0.01% 233 -14,700 -18.73% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 62,380 2,148 0.0% 0.0% 234 -4,638 -6.92% Q1 2026 Apr 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 62,382 2,148 0.06% 0.06% 235 +3,217 5.44% Q1 2026 May 13, 2026
Erste Asset Management GmbH History Reduced 64,000 2,147 0.02% 0.02% 236 -1,000 -1.54% Q1 2026 May 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 60,500 2,083 0.01% 0.01% 237 +6,052 11.12% Q1 2026 Apr 24, 2026
Americana Partners, LLC History Added to 59,920 2,063 0.05% 0.06% 238 +839 1.42% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 58,891 2,028 0.0% 0.01% 239 -38,978 -39.83% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 58,203 2,004 0.01% 0.01% 240 +1,075 1.88% Q1 2026 Apr 27, 2026
SIGNATUREFD, LLC History Added to 57,000 1,963 0.03% 0.03% 241 +1,036 1.85% Q1 2026 Apr 07, 2026
CWM, LLC History Reduced 56,609 1,949 0.01% 0.01% 242 -13,811 -19.61% Q1 2026 May 14, 2026
DGS Capital Management, LLC History Reduced 56,251 1,937 0.32% 0.37% 243 -3,385 -5.68% Q1 2026 Apr 28, 2026
Kingsview Wealth Management, LLC History Added to 55,845 1,923 0.03% 0.01% 244 +30,781 122.81% Q1 2026 May 12, 2026
BayBridge Capital Group, LLC History No change 52,228 1,894 1.17% 1.17% 245 0 0.0% Q1 2026 Apr 14, 2026
Pacifica Partners Inc. History Added to 54,858 1,885 0.63% 0.64% 246 +15,085 37.93% Q1 2026 Apr 09, 2026
ASR Vermogensbeheer N.V. History No change 54,570 1,873 0.02% 0.02% 247 0 0.0% Q1 2026 Apr 30, 2026
Westerkirk Capital Inc. History Added to 54,250 1,868 0.2% 0.18% 248 +2,700 5.24% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 53,713 1,849 0.02% 0.02% 249 +210 0.39% Q1 2026 May 05, 2026
PDT Partners, LLC History Reduced 53,488 1,842 0.11% 0.24% 250 -50,614 -48.62% Q1 2026 May 15, 2026
Independent Advisor Alliance History Reduced 53,013 1,825 0.02% 0.05% 251 -3,014 -5.38% Q1 2026 May 12, 2026
SageView Advisory Group, LLC History No change 48,783 1,769 0.06% 0.06% 252 0 0.0% Q4 2025 Feb 17, 2026
Twin Tree Management, LP History Added to 51,242 1,764 0.04% 0.0% 253 +50,042 4170.17% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 50,813 1,750 0.0% 0.0% 254 +411 0.82% Q1 2026 May 08, 2026
Moors & Cabot, Inc. History No change 50,754 1,747 0.07% 0.08% 255 0 0.0% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 49,972 1,721 0.0% 0.0% 256 +4,384 9.62% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 49,393 1,701 0.0% 0.0% 257 +31,417 174.77% Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 49,345 1,699 0.01% 0.01% 258 -1,994 -3.88% Q1 2026 May 12, 2026
Union Bancaire Privee, UBP SA History No change 6,237 1,682 0.02% 0.02% 259 0 0.0% Q1 2026 Apr 22, 2026
Stratos Wealth Partners, LTD. History Added to 48,477 1,669 0.02% 0.02% 260 +6,562 15.66% Q1 2026 Apr 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 48,229 1,661 0.04% 0.04% 261 -861 -1.75% Q1 2026 May 14, 2026
PEAK6 LLC History No change 48,100 1,656 0.0% 0.0% 262 0 0.0% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Added to 46,638 1,606 0.01% 0.01% 263 +517 1.12% Q1 2026 May 05, 2026
UniSuper Management Pty Ltd History No change 33,300 1,595 0.01% 0.01% 264 0 0.0% Q1 2026 May 11, 2026
CHOREO, LLC History Added to 46,303 1,594 0.02% 0.02% 265 +243 0.53% Q1 2026 May 12, 2026
Stamos Capital Partners, L.P. History Added to 46,131 1,588 0.25% 0.22% 266 +7,896 20.65% Q1 2026 May 13, 2026
Orion Porfolio Solutions, LLC History Reduced 45,486 1,566 0.01% 0.01% 267 -2,404 -5.02% Q1 2026 May 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 40,423 1,557 0.02% 0.02% 268 0 0.0% Q1 2026 May 06, 2026
Caprock Group, LLC History Reduced 44,412 1,529 0.04% 0.03% 269 -83 -0.19% Q1 2026 May 11, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 44,200 1,522 0.03% 0.04% 270 -3,065 -6.48% Q1 2026 May 15, 2026
Lombard Odier Asset Management (Switzerland) SA History Reduced 43,941 1,513 0.06% 0.08% 271 -5,162 -10.51% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 43,432 1,495 0.05% 0.06% 272 -1,150 -2.58% Q1 2026 May 13, 2026
Sageworth Trust Co History No change 43,048 1,482 0.06% 0.07% 273 0 0.0% Q1 2026 Apr 29, 2026
Quantbot Technologies LP History Reduced 42,933 1,478 0.06% 0.05% 274 -853 -1.95% Q1 2026 May 13, 2026
Lido Advisors, LLC History Added to 42,205 1,453 0.0% 0.0% 275 +950 2.3% Q1 2026 May 13, 2026
COMMERCE BANK History Added to 41,467 1,428 0.01% 0.0% 276 +25,048 152.55% Q1 2026 May 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 40,786 1,404 0.05% 0.05% 277 0 0.0% Q1 2026 May 07, 2026
Sterling Capital Management LLC History Reduced 40,602 1,398 0.03% 0.03% 278 -4,853 -10.68% Q1 2026 Apr 22, 2026
Savant Capital, LLC History Added to 40,217 1,385 0.01% 0.0% 279 +16,253 67.82% Q1 2026 May 04, 2026
MML INVESTORS SERVICES, LLC History Added to 40,057 1,379 0.0% 0.0% 280 +1,281 3.3% Q1 2026 May 04, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 40,062 1,377 0.01% 0.01% 281 -29,682 -42.56% Q1 2026 May 15, 2026
Redhawk Wealth Advisors, Inc. History Reduced 39,193 1,349 0.15% 0.17% 282 -1,790 -4.37% Q1 2026 Apr 15, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 38,714 1,333 0.01% 0.01% 283 -2,246 -5.48% Q1 2026 May 01, 2026
Advisory Resource Group History Reduced 38,320 1,319 0.23% 0.25% 284 -1,549 -3.89% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Reduced 37,109 1,279 0.07% 0.06% 285 -70 -0.19% Q1 2026 May 12, 2026
F/m Investments LLC History Reduced 37,061 1,276 0.08% 0.1% 286 -34,234 -48.02% Q1 2026 May 11, 2026
Magnetar Financial LLC History Reduced 36,150 1,245 0.01% 0.02% 287 -11,809 -24.62% Q1 2026 May 13, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 35,405 1,219 0.31% 0.33% 288 -667 -1.85% Q1 2026 May 07, 2026
Capula Management Ltd History New 34,773 1,197 0.01% — 289 +34,773 New Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 34,370 1,183 0.01% 0.03% 290 -18,298 -34.74% Q1 2026 Apr 23, 2026
PFG Advisors History Added to 33,564 1,155 0.06% 0.05% 291 +4,331 14.82% Q1 2026 May 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 33,391 1,150 0.04% 0.04% 292 -1,022 -2.97% Q1 2026 May 11, 2026
Invst, LLC History Reduced 32,880 1,132 0.13% 0.14% 293 -3,514 -9.66% Q1 2026 May 13, 2026
Advisors Asset Management, Inc. History Added to 32,772 1,128 0.02% 0.01% 294 +13,729 72.09% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Added to 32,235 1,110 0.01% 0.01% 295 +8,011 33.07% Q1 2026 Apr 15, 2026
K.J. Harrison & Partners Inc History Reduced 32,261 1,109 0.18% 0.16% 296 -222 -0.68% Q1 2026 Apr 28, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 31,788 1,094 0.0% 0.0% 297 +14,756 86.64% Q1 2026 May 15, 2026
Emerald Investment Advisers, LLC History New 31,735 1,092 0.1% — 298 +31,735 New Q1 2026 May 11, 2026
REGIONS FINANCIAL CORP History Added to 31,608 1,088 0.01% 0.01% 299 +3,889 14.03% Q1 2026 May 05, 2026
Tower Research Capital LLC (TRC) History Added to 31,578 1,087 0.03% 0.01% 300 +16,953 115.92% Q1 2026 May 15, 2026
Plato Investment Management Ltd History Reduced 31,413 1,079 0.07% 0.08% 301 -15 -0.05% Q1 2026 May 04, 2026
Compound Planning, Inc. History Added to 31,052 1,069 0.03% 0.03% 302 +377 1.23% Q1 2026 May 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 31,164 1,056 0.01% — 304 +31,164 New Q1 2026 May 14, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 30,683 1,056 0.68% 0.71% 303 -1,093 -3.44% Q1 2026 May 11, 2026
NWAM LLC History No change 30,605 1,054 0.06% 0.06% 305 0 0.0% Q1 2026 May 04, 2026
NORDEN GROUP LLC History Added to 30,507 1,050 0.1% 0.11% 306 +70 0.23% Q1 2026 Apr 15, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 29,885 1,026 0.16% 0.16% 307 -916 -2.97% Q1 2026 May 11, 2026
BROWN ADVISORY INC History Reduced 29,704 1,023 0.0% 0.0% 308 -4,675 -13.6% Q1 2026 May 15, 2026
BURNEY CO/ History Added to 29,582 1,018 0.03% 0.02% 309 +9,714 48.89% Q1 2026 Apr 29, 2026
Integrated Wealth Concepts LLC History Added to 29,435 1,013 0.01% 0.0% 310 +19,110 185.08% Q1 2026 May 15, 2026
Bleakley Financial Group, LLC History Added to 29,275 1,008 0.02% 0.02% 311 +3,690 14.42% Q1 2026 May 04, 2026
Tacita Capital Inc History Added to 29,293 1,005 0.59% 0.62% 312 +39 0.13% Q1 2026 May 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 28,428 979 0.03% 0.03% 313 -3,890 -12.04% Q1 2026 Apr 21, 2026
Wealth Architects, LLC History No change 28,090 967 0.09% 0.09% 314 0 0.0% Q1 2026 May 15, 2026
SUMITOMO LIFE INSURANCE CO History Added to 27,813 957 0.02% 0.03% 315 +607 2.23% Q1 2026 May 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 27,813 957 0.01% 0.01% 316 +607 2.23% Q1 2026 Apr 24, 2026
Midwest Professional Planners, LTD. History Added to 27,702 954 0.22% 0.24% 317 +305 1.11% Q1 2026 May 05, 2026
HOGE FINANCIAL SERVICES, LLC History Reduced 26,747 921 0.49% 0.63% 318 -5,228 -16.35% Q1 2026 Apr 20, 2026
Summit Global Investments History Added to 26,519 913 0.05% 0.05% 319 +1,203 4.75% Q1 2026 May 07, 2026
Concurrent Investment Advisors, LLC History Added to 25,795 888 0.01% 0.01% 320 +1,774 7.39% Q1 2026 Apr 20, 2026
Archer Investment Corp History No change 25,700 885 0.19% 0.21% 321 0 0.0% Q1 2026 May 04, 2026
Coastline Trust Co History Reduced 25,650 883 0.09% 0.09% 322 -1,132 -4.23% Q1 2026 Apr 03, 2026
Empowered Funds, LLC History New 25,609 881 0.01% — 323 +25,609 New Q1 2026 May 14, 2026
Savvy Advisors, Inc. History Added to 25,575 880 0.02% 0.03% 324 +3,652 16.66% Q1 2026 May 11, 2026
AlphaCore Capital LLC History Reduced 25,154 866 0.02% 0.03% 325 -14,587 -36.71% Q1 2026 May 15, 2026
WEDBUSH SECURITIES INC History Added to 24,902 858 0.03% 0.02% 326 +2,436 10.84% Q1 2026 Apr 21, 2026
J.W. COLE ADVISORS, INC. History Reduced 24,334 838 0.03% 0.02% 327 -167 -0.68% Q1 2026 Apr 23, 2026
NewEdge Advisors, LLC History Reduced 24,066 828 0.0% 0.0% 328 -147 -0.61% Q1 2026 Jun 02, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 24,116 826 0.0% 0.08% 329 -1,263,277 -98.13% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 23,945 825 0.0% 0.0% 330 -18,726 -43.88% Q1 2026 Apr 16, 2026
MAVERICK CAPITAL LTD History New 23,875 822 0.01% — 331 +23,875 New Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 23,634 813 0.01% 0.01% 332 +3,246 15.92% Q1 2026 Apr 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 23,254 800 0.02% 0.02% 333 +918 4.11% Q1 2026 Apr 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 22,801 785 0.01% 0.01% 334 +2,715 13.52% Q1 2026 Apr 13, 2026
World Investment Advisors History Reduced 22,599 778 0.01% 0.01% 335 -302 -1.32% Q1 2026 Apr 27, 2026
Legacy Wealth Asset Management, LLC History Reduced 22,616 778 0.19% 0.2% 336 -71 -0.31% Q1 2026 Apr 08, 2026
MONTAG A & ASSOCIATES INC History Reduced 22,279 767 0.04% 0.04% 337 -114 -0.51% Q1 2026 Apr 29, 2026
Aprio Wealth Management, LLC History Reduced 21,893 753 0.04% 0.05% 338 -386 -1.73% Q1 2026 May 11, 2026
SYON CAPITAL LLC History Added to 21,376 736 0.04% 0.04% 339 +569 2.73% Q1 2026 May 13, 2026
Hilltop National Bank History Reduced 21,169 729 0.17% 0.19% 340 -284 -1.32% Q1 2026 Apr 02, 2026
BROWN BROTHERS HARRIMAN & CO History No change 20,868 718 0.0% 0.0% 341 0 0.0% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 20,697 712 0.0% 0.0% 342 -2,354 -10.21% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 20,616 709 0.0% 0.0% 343 +3,925 23.52% Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History Added to 20,520 706 0.0% 0.0% 344 +1,794 9.58% Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History Added to 20,441 703 0.0% 0.0% 345 +12,179 147.41% Q1 2026 May 15, 2026
Cumberland Partners Ltd History Added to 19,962 685 0.05% 0.02% 346 +9,400 89.0% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 19,703 678 0.0% 0.0% 347 -371 -1.85% Q1 2026 May 15, 2026
One Wealth Advisors, LLC History Added to 19,569 673 0.08% 0.08% 348 +412 2.15% Q1 2026 Apr 21, 2026
IMC-Chicago, LLC History New 19,400 668 0.0% — 349 +19,400 New Q1 2026 May 05, 2026
Trek Financial, LLC History Added to 19,392 667 0.04% 0.03% 350 +3,543 22.35% Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 19,366 666 0.01% 0.01% 351 0 0.0% Q1 2026 Apr 24, 2026
Robertson Stephens Wealth Management, LLC History Added to 19,282 664 0.02% 0.02% 352 +656 3.52% Q1 2026 Apr 28, 2026
TCTC Holdings, LLC History No change 19,259 663 0.02% 0.02% 353 0 0.0% Q1 2026 May 07, 2026
Boothe Investment Group, Inc. History No change 19,076 656 0.21% 0.25% 354 0 0.0% Q1 2026 May 19, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 18,810 647 0.01% 0.01% 355 -230 -1.21% Q1 2026 May 01, 2026
SUMMITRY LLC History Added to 18,650 642 0.02% 0.03% 356 +769 4.3% Q1 2026 May 22, 2026
GLENMEDE TRUST CO NA History Added to 18,462 635 0.0% 0.0% 357 +450 2.5% Q1 2026 May 26, 2026
AssuredPartners Investment Advisors, LLC History Reduced 17,768 625 0.07% 0.1% 358 -1,411 -7.36% Q1 2026 Apr 10, 2026
Squarepoint Ops LLC History Added to 18,045 621 0.0% 0.0% 359 +5,604 45.04% Q1 2026 May 15, 2026
Moss Adams Wealth Advisors LLC History Added to 18,053 621 0.05% 0.05% 360 +925 5.4% Q1 2026 Apr 23, 2026
Expressive Wealth LLC History Reduced 15,499 619 0.59% 0.74% 361 -3,362 -17.83% Q1 2026 May 11, 2026
One Capital Management, LLC History No change 18,022 618 0.02% 0.02% 362 0 0.0% Q1 2026 May 12, 2026
EP Wealth Advisors, LLC History Added to 17,744 611 0.0% 0.0% 363 +3,306 22.9% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 17,650 607 0.0% 0.0% 364 -37,307 -67.88% Q1 2026 May 15, 2026
Fideuram Asset Management (Ireland) dac History New 11,739 605 0.08% — 365 +11,739 New Q1 2026 May 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 17,496 602 0.01% 0.01% 366 +1,482 9.25% Q1 2026 May 13, 2026
Inspire Advisors, LLC History Reduced 17,439 600 0.05% 0.06% 367 -1,768 -9.2% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 17,012 585 0.01% 0.01% 368 +631 3.85% Q1 2026 May 04, 2026
HBK Sorce Advisory LLC History Added to 14,596 584 0.01% 0.01% 369 +262 1.83% Q1 2026 May 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 16,946 583 0.01% 0.01% 370 0 0.0% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 16,825 579 0.01% 0.01% 371 -6,083 -26.55% Q1 2026 May 13, 2026
Hamilton Wealth, LLC History Added to 16,032 552 0.04% 0.06% 373 +8,016 100.0% Q1 2026 May 18, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 16,054 552 0.02% 0.02% 372 0 0.0% Q1 2026 May 06, 2026
Heritage Financial Services, LLC History No change 15,107 548 0.05% 0.05% 374 0 0.0% Q4 2025 Feb 02, 2026
Schneider Downs Wealth Management Advisors, LP History No change 15,840 545 0.06% 0.06% 375 0 0.0% Q1 2026 May 14, 2026
Eddie Patel Inc History Reduced 15,742 542 0.42% 0.55% 376 -4,565 -22.48% Q1 2026 May 11, 2026
SEI INVESTMENTS CO History Added to 15,636 538 0.0% 0.0% 377 +2,724 21.1% Q1 2026 May 13, 2026
111 Capital History Reduced 15,609 537 0.13% 0.16% 379 -4,083 -20.73% Q1 2026 May 11, 2026
FAYEZ SAROFIM & CO History No change 15,593 537 0.0% 0.0% 378 0 0.0% Q1 2026 May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 15,438 531 0.0% 0.0% 380 -385 -2.43% Q1 2026 May 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 15,369 529 0.01% 0.01% 381 -2,118 -12.11% Q1 2026 May 13, 2026
Nicholas Hoffman & Company, LLC. History No change 15,300 526 0.01% 0.01% 382 0 0.0% Q1 2026 Apr 29, 2026
Cassaday & Co Wealth Management LLC History Added to 15,259 525 0.01% 0.01% 384 +21 0.14% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 14,478 525 0.0% 0.0% 383 0 0.0% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Reduced 15,020 517 0.03% 0.12% 385 -56,665 -79.05% Q1 2026 Apr 28, 2026
Engineers Gate Manager LP History Reduced 15,010 516 0.01% 0.02% 387 -33,101 -68.8% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 14,251 516 0.0% 0.0% 386 +387 2.79% Q1 2026 May 15, 2026
Financial & Tax Architects, LLC History New 14,949 514 0.11% — 388 +14,949 New Q1 2026 Apr 23, 2026
EverSource Wealth Advisors, LLC History Added to 14,766 508 0.02% 0.01% 389 +4,661 46.13% Q1 2026 May 15, 2026
Strategic Blueprint, LLC History Reduced 14,631 503 0.03% 0.03% 390 -262 -1.76% Q1 2026 Apr 29, 2026
Kathmere Capital Management, LLC History Added to 14,605 502 0.03% 0.04% 391 +184 1.28% Q1 2026 Apr 28, 2026
Checchi Capital Advisers, LLC History Reduced 14,254 490 0.02% 0.03% 393 -370 -2.53% Q1 2026 May 04, 2026
WESBANCO BANK INC History Reduced 14,238 490 0.01% 0.01% 392 -50 -0.35% Q1 2026 Apr 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 14,191 488 0.01% 0.01% 394 -1,846 -11.51% Q1 2026 May 04, 2026
Sivia Capital Partners, LLC History Added to 14,111 485 0.09% 0.05% 395 +7,221 104.8% Q1 2026 May 12, 2026
CIBC Bancorp USA Inc. History New 13,988 481 0.0% — 396 +13,988 New Q1 2026 May 12, 2026
FineMark National Bank & Trust History No change 13,236 480 0.01% 0.01% 397 0 0.0% Q4 2025 Feb 12, 2026
RNC CAPITAL MANAGEMENT LLC History No change 13,091 474 0.02% 0.02% 398 0 0.0% Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 13,741 473 0.0% 0.0% 399 +4,937 56.08% Q1 2026 May 06, 2026
Beverly Hills Private Wealth, LLC History Reduced 13,750 473 0.08% 0.09% 400 -675 -4.68% Q1 2026 May 01, 2026
SG Trading Solutions, LLC History No change 12,897 468 0.11% 0.11% 401 0 0.0% Q4 2025 Feb 24, 2026
HUB Investment Partners, LLC History Added to 13,425 462 0.01% 0.01% 402 +305 2.32% Q1 2026 May 15, 2026
BURKE & HERBERT BANK & TRUST CO History No change 13,286 457 0.13% 0.13% 403 0 0.0% Q1 2026 May 08, 2026
Allworth Financial LP History Added to 13,254 456 0.0% 0.0% 404 +1,298 10.86% Q1 2026 May 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 13,138 452 0.03% 0.03% 405 +6,501 97.95% Q1 2026 Apr 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 13,020 448 0.01% 0.01% 406 +1,094 9.17% Q1 2026 May 15, 2026
Ascent Group, LLC History Added to 12,823 441 0.02% 0.02% 407 +324 2.59% Q1 2026 May 15, 2026
Elevated Financial Group LLC History Added to 12,555 432 0.14% 0.15% 408 +373 3.06% Q1 2026 May 11, 2026
MAI Capital Management History Added to 12,510 430 0.0% 0.0% 409 +3,621 40.74% Q1 2026 May 15, 2026
Crescent Grove Advisors, LLC History Added to 12,486 430 0.04% 0.04% 410 +97 0.78% Q1 2026 May 06, 2026
Baader Bank Aktiengesellschaft History Reduced 12,706 427 0.03% 0.04% 411 -2,737 -17.72% Q1 2026 May 08, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 12,184 425 0.2% — 412 +12,184 New Q1 2026 Apr 22, 2026
Baron Wealth Management LLC History No change 12,141 418 0.12% 0.14% 413 0 0.0% Q1 2026 Apr 16, 2026
Yanni & Associates Investment Advisors, LLC History No change 12,157 418 0.43% 0.44% 414 0 0.0% Q1 2026 Apr 09, 2026
WEALTH ALLIANCE, LLC History Reduced 12,113 417 0.04% 0.04% 415 -413 -3.3% Q1 2026 May 14, 2026
Curi Capital, LLC History Added to 12,038 414 0.01% 0.01% 416 +1,256 11.65% Q1 2026 May 15, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 12,026 414 0.12% 0.13% 417 0 0.0% Q1 2026 Apr 15, 2026
Fiera Capital Corp History Reduced 11,952 411 0.0% 0.0% 418 -1,161 -8.85% Q1 2026 May 12, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 11,925 410 0.1% 0.11% 419 -850 -6.65% Q1 2026 Apr 17, 2026
Meeder Advisory Services, Inc. History No change 11,794 406 0.02% 0.02% 420 0 0.0% Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 11,636 404 0.0% 0.0% 421 +1,039 9.8% Q1 2026 Apr 07, 2026
Bragg Financial Advisors, Inc History Added to 11,670 401 0.01% 0.01% 422 +6 0.05% Q1 2026 May 15, 2026
O'ROURKE & COMPANY, Inc History Reduced 11,552 397 0.16% 0.17% 424 -754 -6.13% Q1 2026 May 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 11,520 397 0.05% 0.06% 423 -225 -1.92% Q1 2026 May 15, 2026
LOUISBOURG INVESTMENTS INC. History No change 11,565 397 0.08% 0.08% 425 0 0.0% Q1 2026 Apr 22, 2026
PDS Planning, Inc History No change 11,526 396 0.03% 0.03% 426 0 0.0% Q1 2026 Apr 21, 2026
STEPHENS INC /AR/ History Reduced 11,459 394 0.0% 0.01% 427 -460 -3.86% Q1 2026 Apr 28, 2026
PARK AVENUE SECURITIES LLC History Reduced 11,346 391 0.0% 0.01% 428 -12,595 -52.61% Q1 2026 Apr 07, 2026
CoreCap Advisors, LLC History Reduced 11,368 391 0.01% 0.02% 429 -1,100 -8.82% Q1 2026 Apr 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,304 389 0.01% 0.01% 431 +380 3.48% Q1 2026 May 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 11,320 389 0.04% 0.04% 430 +101 0.9% Q1 2026 Apr 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 11,218 386 0.0% 0.0% 432 +9,029 412.47% Q1 2026 May 13, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Added to 11,259 386 0.25% 0.16% 433 +3,181 39.38% Q1 2026 Apr 27, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 11,217 386 0.03% 0.03% 434 -4 -0.04% Q1 2026 Apr 13, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 11,025 379 0.01% 0.02% 435 -2,155 -16.35% Q1 2026 May 15, 2026
Knights of Columbus Asset Advisors LLC History No change 10,981 378 0.02% 0.02% 436 0 0.0% Q1 2026 May 11, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 10,576 377 0.01% 0.02% 437 -3,892 -26.9% Q1 2026 May 14, 2026
First Nebraska Trust Co History No change 10,950 377 0.03% 0.04% 438 0 0.0% Q1 2026 Jun 01, 2026
Lewis Asset Management, LLC History Added to 10,874 374 0.15% 0.15% 439 +763 7.55% Q1 2026 Apr 21, 2026
Councilmark Asset Management, LLC History No change 10,886 374 0.21% 0.22% 440 0 0.0% Q1 2026 May 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 10,848 372 0.0% 0.0% 441 +3,499 47.61% Q1 2026 May 15, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 10,757 369 0.17% 0.17% 442 +213 2.02% Q1 2026 May 11, 2026
State of Wyoming History Reduced 10,740 368 0.04% 0.11% 443 -16,090 -59.97% Q1 2026 May 13, 2026
Scientech Research LLC History Added to 10,647 366 0.31% 0.14% 444 +4,389 70.13% Q1 2026 May 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 10,592 365 0.0% 0.01% 445 -639 -5.69% Q1 2026 May 15, 2026
First Affirmative Financial Network History New 10,552 363 0.14% — 446 +10,552 New Q1 2026 May 11, 2026
Jain Global LLC History New 10,500 361 0.0% — 447 +10,500 New Q1 2026 May 15, 2026
Haven Private, LLC History Added to 10,423 358 0.16% 0.16% 448 +133 1.29% Q1 2026 May 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 10,326 355 0.0% 0.0% 449 +15 0.15% Q1 2026 May 15, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Reduced 10,306 354 0.08% 0.07% 450 -586 -5.38% Q1 2026 Apr 30, 2026
Strategic Investment Advisors / MI History Reduced 10,219 351 0.02% 0.03% 451 -362 -3.42% Q1 2026 May 18, 2026
Bridgewater Advisors Inc. History Added to 8,675 345 0.02% 0.02% 452 +274 3.26% Q1 2026 May 14, 2026
Gladstone Institutional Advisory LLC History Added to 9,874 340 0.01% 0.01% 453 +914 10.2% Q1 2026 May 14, 2026
D'Orazio & Associates, Inc. History No change 9,850 339 0.04% 0.05% 454 0 0.0% Q1 2026 May 07, 2026
Fiduciary Wealth Partners, LLC History No change 9,828 338 0.22% 0.15% 455 0 0.0% Q1 2026 May 06, 2026
Hendershot Investments Inc. History Added to 9,657 332 0.04% 0.03% 456 +3,697 62.03% Q1 2026 Apr 27, 2026
Global Retirement Partners, LLC History No change 9,024 327 0.01% 0.01% 457 0 0.0% Q4 2025 Feb 06, 2026
Bryn Mawr Trust Advisors, LLC History New 9,477 326 0.02% — 458 +9,477 New Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History Added to 9,418 324 0.0% 0.0% 460 +1,072 12.84% Q1 2026 May 05, 2026
Pekin Hardy Strauss, Inc. History No change 9,424 324 0.03% 0.03% 459 0 0.0% Q1 2026 May 06, 2026
AMERICAN NATIONAL BANK & TRUST History No change 9,429 324 0.03% 0.03% 461 0 0.0% Q1 2026 Apr 23, 2026
SIMPLEX TRADING, LLC History Reduced 9,400 323 0.0% 0.0% 462 -5,200 -35.62% Q1 2026 May 14, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 9,381 323 0.0% 0.0% 463 +2,359 33.59% Q1 2026 Apr 27, 2026
GREENLEAF TRUST History Added to 9,371 322 0.0% 0.0% 464 +977 11.64% Q1 2026 Apr 27, 2026
Peregrine Asset Advisers, Inc. History No change 9,350 322 0.09% 0.1% 465 0 0.0% Q1 2026 Apr 24, 2026
WESTWOOD HOLDINGS GROUP INC History No change 9,343 321 0.0% 0.0% 466 0 0.0% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 9,285 319 0.01% 0.0% 467 +2,398 34.82% Q1 2026 Jun 02, 2026
GF FUND MANAGEMENT CO. LTD. History No change 9,279 319 0.01% 0.01% 468 0 0.0% Q1 2026 Apr 15, 2026
Ethic Inc. History Added to 9,225 317 0.0% 0.0% 469 +2,100 29.47% Q1 2026 Apr 27, 2026
Lester Murray Antman dba SimplyRich History New 9,158 315 0.08% — 470 +9,158 New Q1 2026 May 01, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 9,064 312 0.04% 0.06% 471 -6,686 -42.45% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 9,079 312 0.03% 0.03% 472 +3,526 63.5% Q1 2026 Apr 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 8,926 307 0.01% 0.01% 473 -250 -2.72% Q1 2026 Apr 23, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 8,941 307 0.04% 0.05% 474 +168 1.91% Q1 2026 Apr 30, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 8,869 305 0.0% 0.01% 475 -2,101 -19.15% Q1 2026 May 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 8,815 303 0.0% 0.0% 476 +607 7.4% Q1 2026 May 05, 2026
Florida Trust Wealth Management Co History No change 8,753 301 0.01% 0.01% 477 0 0.0% Q1 2026 May 14, 2026
Trust Co of the South History No change 8,764 301 0.05% 0.05% 478 0 0.0% Q1 2026 Apr 06, 2026
MQS Management LLC History New 8,733 300 0.2% — 479 +8,733 New Q1 2026 Apr 23, 2026
Haverford Trust Co History No change 8,703 299 0.0% 0.0% 480 0 0.0% Q1 2026 May 11, 2026
Marks Group Wealth Management, Inc History Reduced 8,647 297 0.03% 0.03% 481 -102 -1.17% Q1 2026 May 05, 2026
SEVEN MILE ADVISORY History Added to 8,641 297 0.21% 0.05% 482 +46 0.54% Q1 2026 Apr 14, 2026
Community Bank & Trust, Waco, Texas History New 8,529 294 0.06% — 483 +8,529 New Q1 2026 Apr 17, 2026
Arkadios Wealth Advisors History New 8,470 291 0.0% — 484 +8,470 New Q1 2026 May 18, 2026
OneDigital Investment Advisors LLC History Added to 8,426 290 0.0% 0.0% 485 +339 4.19% Q1 2026 May 08, 2026
REAP Financial Group, LLC History No change 8,423 290 0.06% 0.06% 486 0 0.0% Q1 2026 May 11, 2026
Faithward Advisors, LLC History Reduced 8,414 289 0.04% 0.04% 487 -7 -0.08% Q1 2026 Apr 17, 2026
Epoch Investment Partners, Inc. History New 8,383 288 0.0% — 489 +8,383 New Q1 2026 May 14, 2026
Blue Trust, Inc. History Reduced 8,381 288 0.0% 0.0% 488 -361 -4.13% Q1 2026 Apr 20, 2026
Brooklyn Investment Group History New 8,337 287 0.01% — 491 +8,337 New Q1 2026 Apr 29, 2026
Virtu Financial LLC History New 8,325 287 0.01% — 490 +8,325 New Q1 2026 May 14, 2026
OneAscent Financial Services LLC History Added to 8,296 285 0.02% 0.02% 493 +821 10.98% Q1 2026 Apr 21, 2026
OLD NATIONAL BANCORP /IN/ History Added to 8,284 285 0.0% 0.0% 492 +58 0.71% Q1 2026 Apr 21, 2026
RWA WEALTH PARTNERS, LLC History No change 8,014 276 0.0% 0.0% 494 0 0.0% Q1 2026 May 13, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History New 8,000 275 0.13% — 495 +8,000 New Q1 2026 Apr 13, 2026
JMN Financial LLC History Reduced 7,957 274 0.27% 0.46% 496 -4,734 -37.3% Q1 2026 May 15, 2026
Apella Capital, LLC History New 7,050 273 0.0% — 498 +7,050 New Q1 2026 Apr 20, 2026
Modern Wealth Management, LLC History Added to 7,867 273 0.0% 0.01% 497 +126 1.63% Q1 2026 May 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 7,848 270 0.02% 0.02% 500 -595 -7.05% Q1 2026 May 06, 2026
Prime Capital Investment Advisors, LLC History Added to 7,865 270 0.0% 0.0% 499 +113 1.46% Q1 2026 May 08, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 7,833 269 0.01% 0.01% 501 -3,520 -31.01% Q1 2026 May 15, 2026
J. Safra Sarasin Holding AG History Added to 7,789 267 0.0% 0.0% 503 +443 6.03% Q1 2026 May 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,754 267 0.01% 0.01% 502 0 0.0% Q1 2026 Apr 29, 2026
Perigon Wealth Management, LLC History Added to 7,607 261 0.0% 0.0% 504 +52 0.69% Q1 2026 Apr 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 7,560 260 0.07% 0.15% 505 -7,845 -50.93% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History New 6,692 259 0.02% — 506 +6,692 New Q1 2026 Apr 20, 2026
Wealth Quarterback LLC History Added to 7,497 258 0.1% 0.1% 507 +66 0.89% Q1 2026 Apr 09, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 7,478 257 0.03% 0.03% 509 -634 -7.82% Q1 2026 May 11, 2026
Center for Financial Planning, Inc. History Added to 7,487 257 0.03% 0.03% 511 +565 8.16% Q1 2026 May 04, 2026
Wealthcare Advisory Partners LLC History No change 7,480 257 0.0% 0.01% 508 0 0.0% Q1 2026 Apr 14, 2026
Alaska Wealth Advisors, LLC History No change 7,469 257 0.03% 0.03% 510 0 0.0% Q1 2026 Apr 24, 2026
ALLIANZ SE History Reduced 7,405 254 0.0% 0.01% 512 -16,860 -69.48% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 7,395 254 0.02% 0.02% 513 0 0.0% Q1 2026 Apr 10, 2026
Fisher Asset Management, LLC History New 7,340 252 0.0% — 514 +7,340 New Q1 2026 May 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 6,579 251 0.0% — 515 +6,579 New Q1 2026 May 01, 2026
Smartleaf Asset Management LLC History Reduced 7,348 247 0.01% 0.01% 518 -951 -11.46% Q1 2026 May 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 7,173 247 0.05% 0.06% 517 +35 0.49% Q1 2026 Apr 15, 2026
Crewe Advisors LLC History No change 7,200 247 0.02% 0.02% 516 0 0.0% Q1 2026 May 07, 2026
Rehmann Capital Advisory Group History Reduced 7,148 246 0.01% 0.01% 519 -322 -4.31% Q1 2026 May 15, 2026
Larson Financial Group LLC History Reduced 7,097 244 0.01% 0.01% 521 -111 -1.54% Q1 2026 May 15, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 7,100 244 0.1% 0.11% 522 -14 -0.2% Q1 2026 Apr 24, 2026
LaFleur & Godfrey LLC History No change 7,106 244 0.03% 0.03% 520 0 0.0% Q1 2026 May 04, 2026
Sigma Planning Corp History Reduced 7,077 243 0.01% 0.01% 523 -97 -1.35% Q1 2026 May 04, 2026
ClearAlpha Technologies LP History New 6,955 239 0.49% — 526 +6,955 New Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 6,950 239 0.0% — 525 +6,950 New Q1 2026 May 08, 2026
Mustard Seed Financial, LLC History No change 6,940 239 0.14% 0.16% 524 0 0.0% Q1 2026 Apr 27, 2026
Greenspring Advisors, LLC History New 6,923 238 0.01% — 527 +6,923 New Q1 2026 May 04, 2026
Anchor Investment Management, LLC History Reduced 6,900 237 0.02% 0.02% 528 -100 -1.43% Q1 2026 May 01, 2026
Cornerstone Wealth Management, LLC History Added to 6,901 237 0.01% 0.01% 529 +18 0.26% Q1 2026 Apr 23, 2026
Southland Equity Partners LLC History Added to 6,872 236 0.05% 0.05% 530 +108 1.6% Q1 2026 Apr 14, 2026
FMA Wealth Management, LLC History No change 6,867 236 0.16% 0.16% 531 0 0.0% Q1 2026 Apr 14, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 6,812 234 0.11% 0.12% 532 -21 -0.31% Q1 2026 May 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,794 233 0.01% 0.01% 533 0 0.0% Q1 2026 May 07, 2026
Saranac Partners Ltd History Reduced 4,810 232 0.1% 0.15% 535 -830 -14.72% Q1 2026 May 15, 2026
Goelzer Investment Management, Inc. History No change 6,745 232 0.01% 0.01% 534 0 0.0% Q1 2026 Apr 09, 2026
Cannell & Spears LLC History No change 6,731 231 0.0% 0.0% 536 0 0.0% Q1 2026 May 15, 2026
Plante Moran Financial Advisors, LLC History No change 6,661 229 0.01% 0.02% 537 0 0.0% Q1 2026 May 05, 2026
IEQ CAPITAL, LLC History Reduced 6,610 227 0.0% 0.0% 538 -16,854 -71.83% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History New 6,605 227 0.0% — 539 +6,605 New Q1 2026 Apr 30, 2026
XTX Topco Ltd History Reduced 6,548 225 0.0% 0.06% 540 -58,946 -90.0% Q1 2026 May 15, 2026
INSIGHT 2811, INC. History No change 6,526 224 0.09% 0.1% 541 0 0.0% Q1 2026 May 07, 2026
Johnson Financial Group, Inc. History Reduced 6,500 223 0.01% 0.01% 542 -1,500 -18.75% Q1 2026 May 07, 2026
Verdence Capital Advisors LLC History Added to 6,498 223 0.01% 0.01% 544 +1 0.02% Q1 2026 Apr 30, 2026
Hunting Hill Global Capital, LLC History No change 6,600 223 0.17% 0.17% 543 0 0.0% Q1 2026 May 15, 2026
Texas Capital Bank Wealth Management Services Inc History New 6,462 222 0.01% — 545 +6,462 New Q1 2026 May 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 6,403 220 0.0% 0.0% 546 +267 4.35% Q1 2026 May 11, 2026
McHugh Group, LLC History No change 6,400 220 0.13% 0.13% 547 0 0.0% Q1 2026 Apr 17, 2026
HFG Advisors, Inc. History No change 6,367 219 0.15% 0.17% 548 0 0.0% Q1 2026 May 08, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 6,367 219 0.08% 0.09% 549 0 0.0% Q1 2026 May 08, 2026
Keudell/Morrison Wealth Management History Reduced 6,341 218 0.04% 0.05% 552 -510 -7.44% Q1 2026 Apr 20, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 6,340 218 0.01% 0.01% 550 0 0.0% Q1 2026 Apr 17, 2026
Clarius Group, LLC History No change 6,016 218 0.01% 0.01% 551 0 0.0% Q4 2025 Jan 14, 2026
GoalVest Advisory LLC History Reduced 6,288 216 0.04% 0.04% 554 -112 -1.75% Q1 2026 Apr 13, 2026
Sowell Financial Services LLC History Added to 6,300 216 0.01% 0.01% 553 +30 0.48% Q1 2026 Apr 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 6,251 215 0.01% 0.01% 555 +23 0.37% Q1 2026 Apr 28, 2026
Belpointe Asset Management LLC History No change 6,264 215 0.01% 0.01% 556 0 0.0% Q1 2026 Apr 28, 2026
PRIVATE MANAGEMENT GROUP INC History No change 6,233 214 0.01% 0.01% 557 0 0.0% Q1 2026 May 08, 2026
Western Wealth Management, LLC History Added to 6,192 213 0.01% 0.01% 558 +317 5.4% Q1 2026 May 19, 2026
Retirement Planning Group, LLC History Reduced 6,085 209 0.01% 0.01% 559 -546 -8.23% Q1 2026 May 04, 2026
NEVILLE RODIE & SHAW INC History No change 6,036 208 0.02% 0.02% 560 0 0.0% Q1 2026 Apr 01, 2026
Meadow Creek Wealth Advisors LLC History No change 6,060 208 0.13% 0.14% 561 0 0.0% Q1 2026 Apr 30, 2026
Wayfinding Financial, LLC History No change 6,044 208 0.09% 0.09% 562 0 0.0% Q1 2026 May 12, 2026
Aptus Capital Advisors, LLC History New 6,024 207 0.0% — 563 +6,024 New Q1 2026 May 11, 2026
Astoria Portfolio Advisors LLC. History New 5,376 207 0.04% — 564 +5,376 New Q1 2026 Apr 28, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 6,000 206 0.01% 0.01% 565 0 0.0% Q1 2026 May 12, 2026
Estabrook Capital Management History No change 6,000 206 0.03% 0.03% 566 0 0.0% Q1 2026 May 14, 2026
ARQ WEALTH ADVISORS, LLC History New 5,963 205 0.04% — 567 +5,963 New Q1 2026 May 01, 2026
Rossby Financial, LCC History Added to 5,877 204 0.04% 0.06% 569 +347 6.27% Q1 2026 May 11, 2026
New England Capital Financial Advisors LLC History Added to 5,951 204 0.06% 0.08% 568 +4 0.07% Q1 2026 Apr 27, 2026
Wealthspire Advisors, LLC History Reduced 5,862 201 0.0% 0.0% 571 -9,220 -61.13% Q1 2026 May 01, 2026
GHP Investment Advisors, Inc. History Added to 5,851 201 0.01% 0.0% 570 +3,451 143.79% Q1 2026 Apr 21, 2026
Five Oceans Advisors History No change 5,817 200 0.07% 0.07% 572 0 0.0% Q1 2026 Apr 07, 2026
RHUMBLINE ADVISERS History Reduced 5,323 183 0.0% 0.0% 573 -639 -10.72% Q1 2026 May 12, 2026
Advisory Services Network, LLC History New 5,143 177 0.0% — 574 +5,143 New Q1 2026 May 15, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,063 174 0.04% 0.04% 575 0 0.0% Q1 2026 Apr 01, 2026
ST GERMAIN D J CO INC History Added to 4,939 170 0.01% 0.01% 576 +1,064 27.46% Q1 2026 Apr 13, 2026
PRIVATE TRUST CO NA History Added to 4,930 169 0.02% 0.02% 577 +2 0.04% Q1 2026 Apr 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,900 168 0.0% 0.0% 578 +2,787 131.9% Q1 2026 May 15, 2026
Cromwell Holdings LLC History No change 4,768 164 0.09% 0.09% 579 0 0.0% Q1 2026 Apr 30, 2026
Bank of New Hampshire History Reduced 4,733 163 0.04% 0.04% 581 -290 -5.77% Q1 2026 Apr 13, 2026
Litman Gregory Wealth Management LLC History No change 4,500 163 0.01% 0.01% 580 0 0.0% Q4 2025 Feb 12, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 4,721 162 0.0% — 582 +4,721 New Q1 2026 May 12, 2026
TOMPKINS FINANCIAL CORP History No change 4,628 159 0.01% 0.01% 583 0 0.0% Q1 2026 Apr 09, 2026
FIRST HORIZON CORP History Reduced 4,552 156 0.01% 0.01% 584 -383 -7.76% Q1 2026 Apr 30, 2026
HM PAYSON & CO History No change 4,308 148 0.0% 0.0% 585 0 0.0% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Reduced 3,912 134 0.0% 0.01% 586 -9,333 -70.46% Q1 2026 May 13, 2026
Sachetta, LLC History Added to 3,450 118 0.06% 0.06% 587 +659 23.61% Q1 2026 May 01, 2026
Golden State Wealth Management, LLC History Added to 3,210 110 0.01% 0.0% 588 +2,050 176.72% Q1 2026 Apr 28, 2026
AdvisorNet Financial, Inc History Added to 3,121 107 0.01% 0.01% 589 +23 0.74% Q1 2026 Apr 17, 2026
Colonial Trust Advisors History No change 3,081 106 0.01% 0.01% 590 0 0.0% Q1 2026 May 12, 2026
LGT Financial Advisors LLC History No change 2,955 101 0.52% 0.66% 591 0 0.0% Q1 2026 Apr 28, 2026
Wilmington Savings Fund Society, FSB History Reduced 2,931 100 0.0% 0.0% 592 -15 -0.51% Q1 2026 Apr 30, 2026
Capital Analysts, LLC History Reduced 2,829 97 0.0% 0.0% 594 -181 -6.01% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History No change 2,822 97 0.0% 0.0% 593 0 0.0% Q1 2026 May 05, 2026
SHP Wealth Management History No change 2,749 94 0.01% 0.01% 595 0 0.0% Q1 2026 May 08, 2026
SALEM INVESTMENT COUNSELORS INC History New 2,709 93 0.0% — 596 +2,709 New Q1 2026 Apr 29, 2026
IFP Advisors, Inc History Reduced 2,650 91 0.0% 0.0% 597 -27 -1.01% Q1 2026 Apr 13, 2026
OSLO PENSJONSFORSIKRING AS History New 2,600 89 0.01% — 598 +2,600 New Q1 2026 May 08, 2026
ENTRUST FINANCIAL LLC History No change 2,543 87 0.06% 0.07% 599 0 0.0% Q1 2026 May 12, 2026
IFG Advisory, LLC History New 2,500 86 0.25% — 601 +2,500 New Q1 2026 May 12, 2026
UMB Bank, n.a. History No change 2,502 86 0.0% 0.0% 600 0 0.0% Q1 2026 May 11, 2026
Hughes Financial Services, LLC History No change 2,477 85 0.01% 0.01% 602 0 0.0% Q1 2026 Apr 29, 2026
Legacy Bridge, LLC History No change 2,460 84 0.03% 0.04% 603 0 0.0% Q1 2026 May 14, 2026
Private Wealth Asset Management, LLC History Reduced 2,422 83 0.01% 0.01% 605 -48 -1.94% Q1 2026 May 06, 2026
RMG Wealth Management LLC History No change 2,101 83 0.01% 0.01% 604 0 0.0% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Reduced 2,389 82 0.0% 0.0% 606 -5 -0.21% Q1 2026 Apr 27, 2026
Salomon & Ludwin, LLC History No change 2,347 81 0.01% 0.01% 607 0 0.0% Q1 2026 May 11, 2026
TRUST CO OF VERMONT History No change 2,208 80 0.0% 0.0% 608 0 0.0% Q4 2025 Jan 16, 2026
DANSKE BANK A/S History Reduced 2,298 79 0.0% 0.0% 609 -5,318 -69.83% Q1 2026 May 12, 2026
Vanguard National Trust Co History New 2,315 79 0.0% — 612 +2,315 New Q1 2026 May 08, 2026
Spire Wealth Management History No change 2,296 79 0.0% 0.0% 610 0 0.0% Q1 2026 Apr 22, 2026
Financial Freedom, LLC History No change 2,318 79 0.04% 0.04% 611 0 0.0% Q1 2026 Apr 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,278 78 0.0% 0.01% 613 +2 0.09% Q1 2026 Apr 13, 2026
MTM Investment Management, LLC History Added to 2,215 76 0.02% 0.03% 614 +2 0.09% Q1 2026 May 06, 2026
Kozak & Associates, Inc. History No change 2,000 74 0.01% 0.01% 615 0 0.0% Q1 2026 Apr 14, 2026
Dorato Capital Management History No change 2,000 73 0.05% 0.06% 616 0 0.0% Q1 2026 Apr 09, 2026
LRI Investments, LLC History Reduced 2,093 72 0.01% 0.01% 618 -310 -12.9% Q1 2026 Apr 30, 2026
BFSG, LLC History Reduced 2,105 72 0.01% 0.01% 617 -35 -1.64% Q1 2026 Apr 28, 2026
Indiana Trust & Investment Management Co History No change 2,078 71 0.02% 0.02% 619 0 0.0% Q1 2026 Apr 28, 2026
Colonial Trust Co / SC History No change 2,053 70 0.01% 0.01% 620 0 0.0% Q1 2026 May 12, 2026
Murphy & Mullick Capital Management Corp History No change 2,014 69 0.05% 0.05% 621 0 0.0% Q1 2026 Apr 17, 2026
MCF Advisors LLC History No change 2,000 68 0.0% 0.0% 622 0 0.0% Q1 2026 May 11, 2026
CENTRAL TRUST Co History No change 1,928 66 0.0% 0.0% 623 0 0.0% Q1 2026 Apr 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,894 65 0.03% 0.03% 624 0 0.0% Q1 2026 May 05, 2026
MidFirst Bank History Reduced 1,887 64 0.01% 0.02% 626 -8,724 -82.22% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,868 64 0.0% 0.0% 625 -321 -14.66% Q1 2026 Apr 13, 2026
Nemes Rush Group LLC History No change 1,839 63 0.01% 0.01% 627 0 0.0% Q1 2026 Apr 21, 2026
V-Square Quantitative Management LLC History No change 1,305 62 0.01% 0.01% 628 0 0.0% Q1 2026 Apr 27, 2026
Triumph Capital Management History Added to 1,743 60 0.01% 0.01% 629 +100 6.09% Q1 2026 May 13, 2026
Financial Perspectives, Inc History No change 1,766 60 0.02% 0.02% 630 0 0.0% Q1 2026 May 11, 2026
WealthCollab, LLC History Reduced 1,740 59 0.02% 0.03% 631 -93 -5.07% Q1 2026 May 13, 2026
Ancora Advisors LLC History Reduced 1,659 57 0.0% 0.0% 632 -134 -7.47% Q1 2026 May 15, 2026
LOM Asset Management Ltd History No change 1,190 57 0.02% 0.02% 633 0 0.0% Q1 2026 May 05, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 1,650 56 0.02% — 636 +1,650 New Q1 2026 Apr 28, 2026
EFG International AG History New 1,650 56 0.0% — 637 +1,650 New Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History No change 1,632 56 0.02% 0.02% 634 0 0.0% Q1 2026 Apr 22, 2026
PFS Partners, LLC History No change 1,648 56 0.03% 0.03% 635 0 0.0% Q1 2026 Apr 09, 2026
Graney & King, LLC History Added to 1,623 55 0.03% 0.03% 638 +1 0.06% Q1 2026 May 18, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 1,587 54 0.02% 0.01% 639 +16 1.02% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Reduced 1,510 52 0.0% 0.0% 641 -309 -16.99% Q1 2026 May 04, 2026
BARRETT & COMPANY, INC. History No change 1,535 52 0.02% 0.02% 640 0 0.0% Q1 2026 May 04, 2026
Physician Wealth Advisors, Inc. History No change 1,446 49 0.01% 0.01% 642 0 0.0% Q1 2026 Apr 24, 2026
Addison Advisors LLC History Added to 1,411 48 0.01% 0.01% 643 +224 18.87% Q1 2026 May 08, 2026
NFSG Corp History No change 1,410 48 0.01% 0.01% 644 0 0.0% Q1 2026 May 05, 2026
Millstone Evans Group, LLC History No change 1,420 48 0.03% 0.03% 645 0 0.0% Q1 2026 Apr 30, 2026
MATHER GROUP, LLC. History New 1,368 47 0.0% — 648 +1,368 New Q1 2026 Apr 13, 2026
OSSIAM History Added to 1,391 47 0.0% 0.0% 647 +124 9.79% Q1 2026 May 14, 2026
Trust Co History No change 1,373 47 0.0% 0.0% 646 0 0.0% Q1 2026 Apr 13, 2026
NBC SECURITIES, INC. History Reduced 1,353 46 0.0% 0.0% 649 -200 -12.88% Q1 2026 Apr 14, 2026
Clarity Asset Management, Inc. History Added to 1,348 46 0.02% 0.03% 650 +12 0.9% Q1 2026 May 04, 2026
VESTOR CAPITAL, LLC History Added to 1,317 45 0.0% 0.0% 651 +906 220.44% Q1 2026 May 21, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1,318 45 0.0% 0.0% 652 -7 -0.53% Q1 2026 Apr 20, 2026
Manchester Capital Management LLC History No change 1,270 43 0.01% 0.01% 653 0 0.0% Q1 2026 May 11, 2026
TIAA Wealth Investment Management LLC History New 1,248 42 0.0% — 655 +1,248 New Q1 2026 May 12, 2026
William B. Walkup & Associates, Inc. History No change 1,368 42 0.03% 0.03% 654 0 0.0% Q1 2026 Apr 20, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,175 40 0.01% 0.01% 656 -113 -8.77% Q1 2026 Apr 29, 2026
Accordant Advisory Group Inc History No change 1,182 40 0.02% 0.03% 657 0 0.0% Q1 2026 May 11, 2026
Opal Wealth Advisors, LLC History New 1,135 39 0.01% — 659 +1,135 New Q1 2026 Apr 14, 2026
Bruce G. Allen Investments, LLC History No change 1,156 39 0.03% 0.03% 658 0 0.0% Q1 2026 May 08, 2026
Parkside Financial Bank & Trust History No change 1,064 36 0.0% 0.0% 660 0 0.0% Q1 2026 May 13, 2026
Oakworth Capital, Inc. History No change 1,062 36 0.0% 0.0% 661 0 0.0% Q1 2026 Apr 24, 2026
Fortitude Family Office, LLC History No change 1,035 35 0.01% 0.01% 662 0 0.0% Q1 2026 Apr 15, 2026
Valued Wealth Advisors LLC History No change 1,040 35 0.01% 0.02% 663 0 0.0% Q1 2026 Apr 30, 2026
Crews Bank & Trust History Added to 998 34 0.0% 0.0% 666 +250 33.42% Q1 2026 May 13, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 1,000 34 0.0% 0.0% 664 -16 -1.57% Q1 2026 Apr 30, 2026
ORG Partners LLC History No change 946 34 0.01% 0.01% 665 0 0.0% Q4 2025 Jan 14, 2026
Main Street Group, LTD History New 980 33 0.01% — 669 +980 New Q1 2026 May 06, 2026
HHM Wealth Advisors, LLC History No change 984 33 0.0% 0.0% 667 0 0.0% Q1 2026 Apr 17, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 985 33 0.02% 0.02% 668 0 0.0% Q1 2026 May 14, 2026
Bare Financial Services, Inc History Added to 937 32 0.01% 0.01% 670 +47 5.28% Q1 2026 May 14, 2026
Mosley Wealth Management History New 1,000 31 0.01% — 672 +1,000 New Q1 2026 Apr 27, 2026
Grove Bank & Trust History No change 926 31 0.0% 0.0% 671 0 0.0% Q1 2026 Apr 08, 2026
West Financial Advisors, LLC History No change 875 30 0.01% 0.01% 673 0 0.0% Q1 2026 Apr 08, 2026
Private Wealth Management Group, LLC History No change 896 30 0.01% 0.01% 674 0 0.0% Q1 2026 Apr 23, 2026
Farmers & Merchants Trust Co of Chambersburg PA History New 854 29 0.01% — 678 +854 New Q1 2026 Apr 29, 2026
CX Institutional History Reduced 851 29 0.0% 0.0% 675 -163 -16.07% Q1 2026 Apr 06, 2026
CGC Financial Services, LLC History No change 850 29 0.01% 0.01% 676 0 0.0% Q1 2026 Apr 13, 2026
Caldwell Trust Co History No change 853 29 0.0% 0.0% 677 0 0.0% Q1 2026 Apr 22, 2026
Heritage Wealth Advisors History No change 838 28 0.0% 0.0% 679 0 0.0% Q1 2026 May 13, 2026
Pacific Center for Financial Services History No change 817 28 0.01% 0.01% 680 0 0.0% Q1 2026 May 12, 2026
PINNEY & SCOFIELD, INC. History No change 810 27 0.01% 0.02% 681 0 0.0% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 762 26 0.01% — 685 +762 New Q1 2026 May 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 765 26 0.0% 0.0% 683 -1 -0.13% Q1 2026 May 01, 2026
DUNCKER STREETT & CO INC History No change 762 26 0.0% 0.0% 682 0 0.0% Q1 2026 Apr 29, 2026
SFAM, LLC History No change 775 26 0.02% 0.03% 684 0 0.0% Q1 2026 May 04, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 746 25 0.0% 0.0% 686 0 0.0% Q1 2026 May 11, 2026
Clearstead Trust, LLC History No change 742 25 0.0% 0.0% 687 0 0.0% Q1 2026 May 06, 2026
Core Alternative Capital History No change 748 25 0.01% 0.01% 688 0 0.0% Q1 2026 Apr 30, 2026
First Pacific Financial History No change 737 25 0.0% 0.0% 689 0 0.0% Q1 2026 Apr 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 686 24 0.02% 0.02% 690 0 0.0% Q1 2026 May 15, 2026
Groupe la Francaise History New 675 23 0.0% — 692 +675 New Q1 2026 May 21, 2026
Basepoint Wealth LLC History No change 684 23 0.01% 0.01% 691 0 0.0% Q1 2026 May 07, 2026
Banque Transatlantique SA History New 635 21 0.0% — 695 +635 New Q1 2026 May 13, 2026
Cornerstone Planning Group LLC History Added to 543 21 0.0% 0.0% 694 +81 17.53% Q1 2026 May 06, 2026
TOBAM History No change 447 21 0.01% 0.01% 693 0 0.0% Q1 2026 May 12, 2026
WEBSTER BANK, N. A. History No change 605 20 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 17, 2026
Fortis Group Advisors, LLC History No change 605 20 0.0% 0.0% 697 0 0.0% Q1 2026 May 08, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 643 20 0.01% 0.01% 698 0 0.0% Q1 2026 Jun 01, 2026
TSFG, LLC History New 550 19 0.0% — 702 +550 New Q1 2026 Apr 27, 2026
Sound Income Strategies, LLC History Reduced 570 19 0.0% 0.0% 699 -55 -8.8% Q1 2026 Apr 27, 2026
Rosenberg Matthew Hamilton History No change 564 19 0.0% 0.0% 700 0 0.0% Q1 2026 Apr 06, 2026
Smallwood Wealth Investment Management, LLC History No change 555 19 0.01% 0.01% 701 0 0.0% Q1 2026 Apr 22, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 550 18 0.0% — 707 +550 New Q1 2026 Apr 14, 2026
Innovative Asset Advisors Group, LLC History New 548 18 0.01% — 709 +548 New Q1 2026 May 12, 2026
Operose Advisors LLC History New 530 18 0.0% — 708 +530 New Q1 2026 May 12, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 534 18 0.0% 0.0% 703 -144 -21.24% Q1 2026 Apr 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 523 18 0.0% 0.0% 704 0 0.0% Q1 2026 Apr 23, 2026
Key FInancial Inc History No change 536 18 0.0% 0.0% 705 0 0.0% Q1 2026 Apr 24, 2026
Piscataqua Savings Bank History No change 545 18 0.01% 0.01% 706 0 0.0% Q1 2026 Apr 10, 2026
True Link Financial Advisors, LLC History New 498 17 0.0% — 712 +498 New Q1 2026 Apr 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 500 17 0.0% 0.0% 710 0 0.0% Q1 2026 Apr 15, 2026
DAGCO, INC. History No change 497 17 0.0% 0.0% 711 0 0.0% Q1 2026 Apr 20, 2026
Root Financial Partners, LLC History Reduced 488 16 0.0% 0.0% 713 -332 -40.49% Q1 2026 Apr 24, 2026
Strengthening Families & Communities, LLC History Added to 454 15 0.0% 0.01% 716 +4 0.89% Q1 2026 May 11, 2026
Bangor Savings Bank History No change 458 15 0.0% 0.0% 714 0 0.0% Q1 2026 Apr 01, 2026
Missouri Trust & Investment Co History No change 450 15 0.0% 0.0% 715 0 0.0% Q1 2026 May 14, 2026
JPL Wealth Management, LLC History New 435 14 0.0% — 721 +435 New Q1 2026 May 08, 2026
Bell Investment Advisors, Inc History Reduced 430 14 0.0% 0.0% 719 -66 -13.31% Q1 2026 Apr 17, 2026
Vision Retirement, LLC History Added to 435 14 0.0% 0.0% 720 +3 0.69% Q1 2026 May 07, 2026
SWISS RE LTD History No change 408 14 0.09% 0.0% 717 0 0.0% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History No change 426 14 0.0% 0.0% 718 0 0.0% Q1 2026 May 15, 2026
EASTERN BANK History Reduced 378 13 0.0% 0.0% 722 -590 -60.95% Q1 2026 Apr 07, 2026
Financial Management Professionals, Inc. History No change 379 13 0.0% 0.0% 723 0 0.0% Q1 2026 Apr 15, 2026
UNION SAVINGS BANK History No change 390 13 0.01% 0.01% 724 0 0.0% Q1 2026 Apr 17, 2026
Atlantic Union Bankshares Corp History Added to 368 12 0.0% 0.0% 725 +225 157.34% Q1 2026 May 12, 2026
Asset Dedication, LLC History No change 372 12 0.0% 0.0% 726 0 0.0% Q1 2026 May 29, 2026
Strategic Investment Solutions, Inc. /IL History No change 350 12 0.0% 0.0% 727 0 0.0% Q1 2026 May 01, 2026
Gen-Wealth Partners Inc History No change 372 12 0.0% 0.0% 728 0 0.0% Q1 2026 May 08, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 331 11 0.0% 0.0% 732 -691 -67.61% Q1 2026 Apr 28, 2026
Bayforest Capital Ltd History New 348 11 0.01% — 737 +348 New Q1 2026 Apr 15, 2026
Community Financial Services Group, LLC History New 341 11 0.0% — 735 +341 New Q1 2026 Apr 08, 2026
Anfield Capital Management, LLC History New 321 11 0.0% — 736 +321 New Q1 2026 May 12, 2026
Wealth Science Advisors LLC History New 308 11 0.01% — 738 +308 New Q1 2026 Apr 08, 2026
Darwin Wealth Management, LLC History Added to 324 11 0.0% 0.0% 731 +3 0.93% Q1 2026 May 01, 2026
VALLEY NATIONAL ADVISERS INC History No change 348 11 0.0% 0.0% 729 0 0.0% Q1 2026 Apr 15, 2026
FIRST UNITED BANK & TRUST History No change 327 11 0.0% 0.0% 730 0 0.0% Q1 2026 Apr 21, 2026
SOA Wealth Advisors, LLC. History No change 336 11 0.0% 0.0% 733 0 0.0% Q1 2026 May 20, 2026
Washington Trust Advisors, Inc. History No change 330 11 0.0% 0.0% 734 0 0.0% Q1 2026 Apr 06, 2026
Napier Financial, LLC History New 311 10 0.0% — 742 +311 New Q1 2026 May 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 294 10 0.0% 0.0% 740 -2 -0.68% Q1 2026 Apr 06, 2026
Smithfield Trust Co History No change 298 10 0.0% 0.0% 739 0 0.0% Q1 2026 May 08, 2026
Harbor Asset Planning, Inc. History No change 295 10 0.01% 0.01% 741 0 0.0% Q1 2026 Apr 22, 2026
Leo H. Evart, Inc. History New 279 9 0.01% — 746 +279 New Q1 2026 May 13, 2026
True Wealth Design, LLC History Added to 290 9 0.0% 0.0% 744 +148 104.23% Q1 2026 Apr 13, 2026
COUNTRY TRUST BANK History No change 289 9 0.0% 0.0% 743 0 0.0% Q1 2026 Apr 10, 2026
Centennial Bank/AR/ History No change 285 9 0.0% 0.0% 745 0 0.0% Q1 2026 May 06, 2026
WOLFF WIESE MAGANA LLC History Reduced 260 8 0.0% 0.02% 747 -700 -72.92% Q1 2026 Apr 13, 2026
TFC Financial Management, Inc. History New 240 8 0.0% — 748 +240 New Q1 2026 Apr 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 209 7 0.0% 0.0% 749 -254 -54.86% Q1 2026 May 08, 2026
Princeton Global Asset Management LLC History New 212 7 0.0% — 752 +212 New Q1 2026 Apr 22, 2026
FINANCIAL CONSULATE, INC History Added to 213 7 0.0% — 750 +205 2562.5% Q1 2026 Apr 21, 2026
Fourth Dimension Wealth, LLC History Reduced 230 7 0.0% 0.01% 751 -180 -43.9% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History New 160 6 0.0% — 754 +160 New Q1 2026 May 14, 2026
Nalls Sherbakoff Group, LLC History No change 180 6 0.0% 0.0% 753 0 0.0% Q4 2025 Mar 12, 2026
Acumen Wealth Advisors, LLC History New 169 5 0.0% — 760 +169 New Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 171 5 0.0% 0.0% 755 +59 52.68% Q1 2026 Apr 30, 2026
Cornerstone Financial Management LLC History Added to 166 5 0.0% 0.0% 759 +45 37.19% Q1 2026 May 08, 2026
CVA Family Office, LLC History No change 169 5 0.0% 0.0% 756 0 0.0% Q1 2026 Apr 29, 2026
CoreFirst Bank & Trust History No change 160 5 0.0% 0.0% 757 0 0.0% Q1 2026 Jun 03, 2026
Motiv8 Investments LLC History No change 125 5 0.0% 0.0% 758 0 0.0% Q4 2025 Feb 13, 2026
Leonteq Securities AG History Reduced 131 4 0.0% 0.0% 761 -120 -47.81% Q1 2026 Apr 27, 2026
SJS Investment Consulting Inc. History Added to 137 4 0.0% 0.0% 763 +59 75.64% Q1 2026 Apr 23, 2026
CKW FINANCIAL GROUP History No change 118 4 0.0% 0.0% 762 0 0.0% Q1 2026 May 06, 2026
GAMMA Investing LLC History No change 128 4 0.0% 0.0% 764 0 0.0% Q1 2026 Apr 06, 2026
YANKCOM Partnership History No change 132 4 0.0% 0.0% 765 0 0.0% Q1 2026 Apr 20, 2026
North Star Investment Management Corp. History Added to 109 3 0.0% 0.0% 768 +28 34.57% Q1 2026 Apr 23, 2026
ADIRONDACK TRUST CO History Reduced 111 3 0.0% 0.0% 767 -23 -17.16% Q1 2026 Apr 03, 2026
Kilter Group LLC History Reduced 113 3 0.0% 0.0% 772 -4 -3.42% Q1 2026 May 14, 2026
Penserra Capital Management LLC History Added to 105 3 0.0% 0.0% 769 +3 2.94% Q1 2026 May 11, 2026
NBT BANK N A /NY History No change 108 3 0.0% 0.0% 766 0 0.0% Q1 2026 Apr 28, 2026
Prestige Wealth Management Group LLC History No change 100 3 0.0% 0.0% 770 0 0.0% Q1 2026 May 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 115 3 0.0% 0.0% 771 0 0.0% Q1 2026 Apr 21, 2026
GW&K Investment Management, LLC History Reduced 71 2 0.0% 0.0% 773 -4 -5.33% Q1 2026 May 13, 2026
Coston, McIsaac & Partners History No change 79 2 0.0% 0.0% 774 0 0.0% Q1 2026 Apr 22, 2026
Stephens Consulting, LLC History No change 68 2 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 13, 2026
Aventura Private Wealth, LLC History No change 60 2 0.0% 0.0% 776 0 0.0% Q1 2026 May 05, 2026
Essential Partners LLC History No change 70 2 0.0% 0.0% 777 0 0.0% Q1 2026 May 21, 2026
Caitong International Asset Management Co., Ltd History New 34 1 0.0% — 785 +34 New Q1 2026 May 11, 2026
Bogart Wealth, LLC History Added to 38 1 0.0% 0.0% 781 +7 22.58% Q1 2026 Apr 28, 2026
Stone House Investment Management, LLC History Added to 45 1 0.0% 0.0% 780 +6 15.38% Q1 2026 Apr 22, 2026
Winch Advisory Services, LLC History No change 49 1 0.0% 0.0% 778 0 0.0% Q1 2026 Apr 30, 2026
Harvest Fund Management Co., Ltd History No change 35 1 0.0% 0.0% 779 0 0.0% Q1 2026 May 13, 2026
N.E.W. Advisory Services LLC History No change 31 1 0.0% 0.0% 782 0 0.0% Q1 2026 May 04, 2026
Quent Capital, LLC History No change 40 1 0.0% 0.0% 783 0 0.0% Q1 2026 Apr 28, 2026
Godfrey Financial Associates, Inc. History No change 38 1 0.0% 0.0% 784 0 0.0% Q1 2026 May 11, 2026
Zurich Insurance Group Ltd/FI History Closed out 0 0 — 0.2% — -805,289 -100.0% Q1 2026 May 15, 2026
Capital World Investors History Closed out 0 0 — 0.0% — -655,000 -100.0% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.09% — -481,400 -100.0% Q1 2026 May 07, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 — 0.04% — -304,239 -100.0% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -275,000 -100.0% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 — 0.15% — -272,900 -100.0% Q1 2026 May 15, 2026
Barry Investment Advisors, LLC History Closed out 0 0 — 0.87% — -107,809 -100.0% Q1 2026 Apr 23, 2026
Caldwell Investment Management Ltd. History Closed out 0 0 — 2.36% — -105,000 -100.0% Q1 2026 May 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 — 0.01% — -91,259 -100.0% Q1 2026 May 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 — 0.0% — -56,800 -100.0% Q1 2026 May 04, 2026
EVOLVE PRIVATE WEALTH, LLC History Closed out 0 0 — 0.08% — -39,256 -100.0% Q1 2026 Apr 16, 2026
NorthCoast Asset Management LLC History Closed out 0 0 — 0.03% — -33,137 -100.0% Q1 2026 May 13, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.0% — -30,728 -100.0% Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.19% — -23,564 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -23,513 -100.0% Q1 2026 May 14, 2026
West Family Investments, Inc. History Closed out 0 0 — 0.17% — -19,869 -100.0% Q1 2026 May 07, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 — 0.0% — -16,700 -100.0% Q1 2026 May 13, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.04% — -16,650 -100.0% Q1 2026 May 15, 2026
Sunpointe, LLC History Closed out 0 0 — 0.19% — -15,419 -100.0% Q1 2026 Apr 21, 2026
XPONANCE LLC History Closed out 0 0 — 0.0% — -13,255 -100.0% Q1 2026 May 13, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.01% — -13,036 -100.0% Q1 2026 Apr 23, 2026
Brucke Financial, Inc. History Closed out 0 0 — 0.23% — -11,368 -100.0% Q1 2026 Apr 10, 2026
Legacy Capital Group California, Inc. History Closed out 0 0 — 0.1% — -11,125 -100.0% Q1 2026 May 04, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.02% — -10,429 -100.0% Q1 2026 May 14, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 — 0.02% — -9,296 -100.0% Q1 2026 Apr 29, 2026
South Shore Capital Advisors History Closed out 0 0 — 0.24% — -9,208 -100.0% Q1 2026 Apr 28, 2026
AE Wealth Management LLC History Closed out 0 0 — 0.0% — -8,306 -100.0% Q1 2026 May 13, 2026
Stratos Investment Management, LLC History Closed out 0 0 — 0.01% — -7,393 -100.0% Q1 2026 Apr 28, 2026
BOWEN HANES & CO INC History Closed out 0 0 — 0.01% — -7,160 -100.0% Q1 2026 May 14, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -7,093 -100.0% Q1 2026 Apr 24, 2026
Cyndeo Wealth Partners, LLC History Closed out 0 0 — 0.01% — -6,986 -100.0% Q1 2026 Apr 13, 2026
Pure Financial Advisors, LLC History Closed out 0 0 — 0.0% — -6,390 -100.0% Q1 2026 Apr 10, 2026
Clarkston Capital Partners, LLC History Closed out 0 0 — 0.0% — -5,963 -100.0% Q1 2026 May 14, 2026
Second Half Financial Partners, LLC History Closed out 0 0 — 0.09% — -5,763 -100.0% Q1 2026 May 11, 2026
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.03% — -5,735 -100.0% Q1 2026 Apr 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -5,693 -100.0% Q1 2026 May 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.01% — -5,686 -100.0% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Closed out 0 0 — 0.0% — -5,677 -100.0% Q1 2026 May 14, 2026
Norris Financial Group, LLC History Closed out 0 0 — 0.07% — -5,674 -100.0% Q1 2026 May 20, 2026
Everhart Financial Group, Inc. History Closed out 0 0 — 0.02% — -5,618 -100.0% Q1 2026 Apr 09, 2026
Tandem Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -5,551 -100.0% Q1 2026 May 07, 2026
Simplicity Wealth,LLC History Closed out 0 0 — 0.01% — -5,539 -100.0% Q1 2026 Apr 30, 2026
DeepCurrents Investment Group LLC History Closed out 0 0 — 0.63% — -5,324 -100.0% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.02% — -1,925 -100.0% Q1 2026 May 15, 2026
Estate Planners Group, LLC History Closed out 0 0 — 0.03% — -1,894 -100.0% Q1 2026 May 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -1,632 -100.0% Q1 2026 May 14, 2026
Navalign, LLC History Closed out 0 0 — 0.01% — -1,388 -100.0% Q1 2026 Apr 29, 2026
American Wealth Advisors, LLC History Closed out 0 0 — 0.04% — -1,152 -100.0% Q1 2026 Apr 29, 2026
BLUELINE ADVISORS LLC History Closed out 0 0 — 0.03% — -938 -100.0% Q1 2026 Apr 07, 2026
MidAtlantic Capital Management, Inc. History Closed out 0 0 — 0.01% — -500 -100.0% Q1 2026 May 07, 2026
Kennebec Savings Bank History Closed out 0 0 — 0.01% — -464 -100.0% Q1 2026 Apr 17, 2026
CITY HOLDING CO History Closed out 0 0 — 0.0% — -433 -100.0% Q1 2026 Apr 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q1 2026 May 04, 2026
United Financial Planning Group LLC History Closed out 0 0 — 0.01% — -299 -100.0% Q1 2026 May 08, 2026
DV Trading LLC History Closed out 0 0 — 0.0% — -200 -100.0% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.0% — -173 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 — 0.0% — -74 -100.0% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History New 28 0 — — — +28 New Q1 2026 May 15, 2026
Intentional Wealth Strategies, LLC History New 27 0 — — — +27 New Q1 2026 May 05, 2026
Optiver Holding B.V. History New 1 0 — — — +1 New Q1 2026 Jun 02, 2026
Financial Gravity Asset Management, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 08, 2026