MIDDLEBY Corp - MIDD

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
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 6,414,401 850,422 0.1% 0.09% 1 +642,152 11.12% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 4,302,674 639,678 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,252,207 563,757 0.01% 0.01% 3 +97,433 2.35% Q1 2026 May 13, 2026
Garden Investment Management, L.P. History No change 3,379,737 448,085 76.52% 100.0% 4 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 2,367,315 301,098 0.02% 0.02% 5 +214,144 9.95% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,052,629 272,137 0.01% 6 +2,052,629 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,974,720 261,808 0.01% 7 +1,974,720 New Q1 2026 May 08, 2026
ARIEL INVESTMENTS, LLC History Added to 1,574,530 208,751 2.34% 2.5% 8 +15,885 1.02% Q1 2026 May 14, 2026
Select Equity Group, L.P. History Reduced 1,500,467 198,931 1.02% 2.05% 9 -1,699,222 -53.11% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,424,686 188,884 0.01% 0.01% 10 +8,640 0.61% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 1,383,528 183,428 0.03% 0.03% 11 -48,493 -3.39% Q1 2026 May 12, 2026
EARNEST PARTNERS LLC History Reduced 1,292,232 171,324 0.71% 0.83% 12 -16,344 -1.25% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,200,007 159,096 0.03% 0.03% 13 -107,809 -8.24% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,109,859 147,126 0.03% 0.05% 14 -376,261 -25.32% Q1 2026 May 07, 2026
Turtle Creek Asset Management Inc. History Reduced 943,514 125,091 4.68% 7.31% 15 -173,475 -15.53% Q1 2026 May 19, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 925,140 122,682 0.01% 0.01% 16 +24,894 2.77% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 852,666 113,046 0.01% 0.01% 17 -9,309 -1.08% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 803,383 106,513 0.1% 0.11% 18 +49,228 6.53% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 781,276 103,581 0.06% 0.08% 19 -210,470 -21.22% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 735,555 97,520 0.07% 0.03% 20 +569,535 343.05% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 628,167 83,282 0.02% 0.02% 21 +46,551 8.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 563,554 74,715 0.04% 0.04% 22 +72,086 14.67% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 558,135 73,997 0.0% 0.01% 23 -42,552 -7.08% Q1 2026 May 15, 2026
COOKE & BIELER LP History Added to 549,434 72,843 0.82% 0.5% 24 +225,811 69.78% Q1 2026 May 04, 2026
BANK OF MONTREAL /CAN/ History Reduced 456,571 60,532 0.02% 0.02% 25 -646 -0.14% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 431,007 57,142 0.01% 0.01% 26 +6,378 1.5% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Added to 417,224 55,315 0.01% 0.01% 27 +11,157 2.75% Q1 2026 May 14, 2026
UBS Group AG History Added to 413,415 54,810 0.01% 0.01% 28 +194,562 88.9% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History Reduced 407,064 53,968 0.01% 0.02% 29 -142,070 -25.87% Q1 2026 May 13, 2026
Brandywine Global Investment Management, LLC History No change 337,939 50,241 0.34% 0.34% 30 0 0.0% Q4 2025 Feb 11, 2026
Boston Partners History Reduced 359,787 47,698 0.05% 0.06% 31 -3,591 -0.99% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 338,927 44,934 0.01% 0.01% 32 +14,076 4.33% Q1 2026 May 15, 2026
NORGES BANK History No change 290,843 43,239 0.0% 0.0% 33 0 0.0% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Added to 317,808 42,134 0.03% 0.02% 34 +107,997 51.47% Q1 2026 May 14, 2026
Clarkston Capital Partners, LLC History Reduced 289,516 38,384 2.93% 2.71% 35 -499,293 -63.3% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 288,425 38,239 0.06% 0.06% 36 +77,709 36.88% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 287,771 38,152 0.01% 37 +287,771 New Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 294,205 37,981 0.02% 0.01% 38 +112,189 61.64% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 231,745 30,724 0.03% 0.03% 39 +71,521 44.64% Q1 2026 May 08, 2026
JANE STREET GROUP, LLC History Added to 221,473 29,362 0.0% 0.0% 40 +175,935 386.35% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 205,270 27,214 0.04% 0.0% 41 +193,000 1572.94% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 176,846 23,446 0.03% 0.04% 42 -1,851 -1.04% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Reduced 165,025 21,879 0.02% 0.03% 43 -39,942 -19.49% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 147,907 19,609 0.03% 0.04% 44 -15,467 -9.47% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 150,935 19,415 0.01% 0.0% 45 +149,730 12425.73% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 145,411 19,279 0.03% 0.03% 46 +916 0.63% Q1 2026 May 13, 2026
LORD, ABBETT & CO. LLC History Reduced 144,100 19,105 0.06% 0.07% 47 -3,050 -2.07% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Added to 126,983 16,835 0.01% 0.02% 48 +1,033 0.82% Q1 2026 May 12, 2026
Ancora Advisors LLC History Added to 126,586 16,782 0.36% 0.29% 49 +31,159 32.65% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 125,553 16,645 0.0% 0.0% 50 +7,399 6.26% Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 123,502 16,373 0.0% 0.0% 51 -3,156 -2.49% Q1 2026 May 13, 2026
Impax Asset Management Group plc History Reduced 105,963 14,048 0.1% 0.12% 52 -27,776 -20.77% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 103,546 13,728 0.01% 0.01% 53 +3,801 3.81% Q1 2026 May 04, 2026
Trexquant Investment LP History New 101,889 13,508 0.1% 54 +101,889 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 101,623 13,272 0.0% 0.0% 55 +1,794 1.8% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 96,207 12,755 0.0% 0.0% 56 +389 0.41% Q1 2026 Apr 30, 2026
Swiss National Bank History Reduced 94,600 12,542 0.01% 0.01% 57 -400 -0.42% Q1 2026 May 07, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 92,358 12,244 0.01% 0.01% 58 -2,088 -2.21% Q1 2026 May 06, 2026
GOLDMAN SACHS GROUP INC History Added to 89,475 11,862 0.0% 0.0% 59 +13,808 18.25% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 87,545 11,606 0.05% 0.09% 60 -91,431 -51.09% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 82,610 10,971 0.02% 0.02% 61 +3,149 3.96% Q1 2026 May 05, 2026
Retirement Systems of Alabama History Reduced 82,566 10,946 0.04% 0.04% 62 -5,751 -6.51% Q1 2026 Apr 24, 2026
Qube Research & Technologies Ltd History New 81,445 10,797 0.01% 63 +81,445 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 80,312 10,647 0.01% 0.02% 64 -52,130 -39.36% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 78,520 10,410 0.19% 0.21% 65 -1,893 -2.35% Q1 2026 Apr 13, 2026
JUPITER ASSET MANAGEMENT LTD History New 69,941 9,272 0.05% 66 +69,941 New Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 69,565 9,222 0.0% 0.0% 67 +2,903 4.35% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 67,926 9,005 0.01% 0.01% 68 +8,524 14.35% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 65,088 8,629 0.0% 0.0% 69 -76,567 -54.05% Q1 2026 May 15, 2026
Leith Wheeler Investment Counsel Ltd. History Reduced 64,678 8,575 0.71% 0.72% 70 -44 -0.07% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Added to 64,596 8,564 0.0% 0.0% 71 +40,922 172.86% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 57,231 8,508 0.0% 0.0% 72 -5,219 -8.36% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 62,996 8,352 0.0% 0.0% 73 -9,498 -13.1% Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 61,135 8,105 0.0% 0.0% 74 +12,863 26.65% Q1 2026 May 04, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 55,877 7,408 0.01% 0.01% 75 +10,227 22.4% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Added to 53,897 7,145 0.06% 0.05% 76 +14,084 35.38% Q1 2026 May 14, 2026
AYAL Capital Advisors Ltd History Added to 50,000 6,629 1.8% 2.28% 78 +6,000 13.64% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History No change 50,000 6,629 0.04% 0.05% 77 0 0.0% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 49,976 6,616 0.01% 0.01% 79 +18,622 59.39% Q1 2026 May 15, 2026
Pacific Capital Partners Ltd History Added to 47,394 6,283 6.2% 3.42% 80 +25,713 118.6% Q1 2026 Apr 09, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 46,605 6,179 0.01% 0.01% 81 -2,113 -4.34% Q1 2026 Apr 27, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 42,632 5,652 0.0% 82 +42,632 New Q1 2026 May 08, 2026
XTX Topco Ltd History Added to 42,544 5,640 0.1% 0.11% 83 +14,083 49.48% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 40,917 5,424 0.04% 0.02% 84 +10,699 35.41% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 39,356 5,217 0.01% 0.01% 85 0 0.0% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 39,135 5,188 0.0% 0.01% 86 -44,945 -53.46% Q1 2026 May 12, 2026
Olstein Capital Management, L.P. History Reduced 37,500 4,972 1.09% 1.46% 87 -10,500 -21.88% Q1 2026 Apr 21, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 37,350 4,951 0.33% 88 +37,350 New Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 37,101 4,919 0.09% 0.11% 89 -6,425 -14.76% Q1 2026 May 11, 2026
Weiss Asset Management LP History New 34,900 4,627 0.08% 90 +34,900 New Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 34,192 4,533 0.0% 0.01% 91 -10,261 -23.08% Q1 2026 Apr 16, 2026
AMERICAN CENTURY COMPANIES INC History Added to 32,802 4,348 0.0% 0.0% 92 +1,416 4.51% Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Reduced 32,599 4,321 0.22% 0.43% 93 -21,103 -39.3% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Added to 32,441 4,301 0.01% 0.0% 94 +23,721 272.03% Q1 2026 May 01, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 32,130 4,259 0.16% 0.16% 95 -3,100 -8.8% Q1 2026 Apr 23, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 31,329 4,153 0.0% 0.11% 96 -1,305,783 -97.66% Q1 2026 May 15, 2026
FMR LLC History Added to 31,309 4,150 0.0% 0.0% 97 +12,755 68.75% Q1 2026 May 15, 2026
Hunter Perkins Capital Management, LLC History Reduced 29,312 3,886 0.91% 1.12% 98 -3,186 -9.8% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 29,147 3,864 0.0% 0.0% 99 -18,401 -38.7% Q1 2026 May 08, 2026
S&CO INC History Reduced 29,100 3,858 0.24% 0.39% 100 -12,700 -30.38% Q1 2026 May 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 28,834 3,823 0.01% 0.01% 101 +7,909 37.8% Q1 2026 May 01, 2026
Mayar Capital Ltd. History New 28,200 3,738 4.46% 102 +28,200 New Q1 2026 May 07, 2026
COMERICA BANK History No change 24,815 3,689 0.01% 0.01% 103 0 0.0% Q4 2025 Jan 29, 2026
CANADA LIFE ASSURANCE Co History Reduced 26,666 3,537 0.01% 0.01% 104 -670 -2.45% Q1 2026 May 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 22,903 3,404 0.02% 0.02% 105 0 0.0% Q4 2025 Feb 04, 2026
Broyhill Asset Management, LLC History Reduced 24,224 3,211 2.97% 3.47% 106 -2,291 -8.64% Q1 2026 May 06, 2026
Concentric Capital Strategies, LP History Reduced 24,001 3,182 0.27% 0.3% 107 -17,964 -42.81% Q1 2026 May 15, 2026
Lorne Steinberg Wealth Management Inc. History Reduced 23,640 3,134 0.74% 0.81% 108 -155 -0.65% Q1 2026 May 07, 2026
Holocene Advisors, LP History Reduced 23,528 3,119 0.01% 0.02% 109 -25,219 -51.73% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 22,817 3,025 0.02% 0.02% 110 +153 0.68% Q1 2026 May 14, 2026
DRW Securities, LLC History Added to 22,809 3,024 0.04% 0.01% 111 +21,197 1314.95% Q1 2026 May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 22,088 2,928 0.03% 0.04% 112 +2,345 11.88% Q1 2026 Apr 23, 2026
State of Tennessee, Department of Treasury History No change 22,034 2,921 0.01% 0.01% 113 0 0.0% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History Added to 21,583 2,861 0.12% 0.13% 114 +719 3.45% Q1 2026 Apr 21, 2026
AMALGAMATED BANK History Reduced 21,040 2,789 0.02% 0.02% 115 -85 -0.4% Q1 2026 May 08, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 19,117 2,754 0.09% 0.1% 116 -1,207 -5.94% Q1 2026 May 11, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 20,610 2,732 0.09% 0.1% 117 -1,768 -7.9% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Reduced 20,560 2,725 0.0% 0.0% 118 -77 -0.37% Q1 2026 May 18, 2026
Treasurer of the State of North Carolina History Added to 20,390 2,703 0.01% 0.01% 119 +431 2.16% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 20,343 2,697 0.02% 0.02% 120 +265 1.32% Q1 2026 Apr 29, 2026
Vanguard Global Advisers, LLC History New 18,752 2,486 0.0% 121 +18,752 New Q1 2026 May 08, 2026
State of New Jersey Common Pension Fund D History Reduced 17,950 2,379 0.01% 0.01% 122 -1,036 -5.46% Q1 2026 May 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 17,758 2,354 0.03% 0.03% 123 -1,529 -7.93% Q1 2026 May 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 17,667 2,342 0.01% 0.0% 124 +3,158 21.77% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History No change 17,624 2,336 0.0% 0.0% 125 0 0.0% Q1 2026 May 11, 2026
South Dakota Investment Council History No change 15,545 2,061 0.04% 0.04% 126 0 0.0% Q1 2026 May 18, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 15,193 2,014 0.0% 0.0% 127 +1,342 9.69% Q1 2026 May 14, 2026
Handelsbanken Fonder AB History No change 15,000 1,989 0.01% 0.01% 128 0 0.0% Q1 2026 Apr 28, 2026
Havemeyer Place LP History Added to 14,996 1,988 0.23% 0.17% 130 +9,037 151.65% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 14,999 1,988 0.01% 0.01% 129 -454 -2.94% Q1 2026 May 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 14,700 1,948 0.01% 0.01% 131 0 0.0% Q1 2026 May 08, 2026
Fruth Investment Management History Reduced 14,585 1,933 0.48% 0.62% 132 -850 -5.51% Q1 2026 Apr 21, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 14,563 1,930 0.02% 0.01% 133 +8,252 130.76% Q1 2026 May 08, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 14,533 1,927 0.01% 0.02% 134 -1,800 -11.02% Q1 2026 May 04, 2026
Balefire, LLC History Reduced 14,418 1,911 0.36% 0.43% 135 -585 -3.9% Q1 2026 May 07, 2026
Gotham Asset Management, LLC History Added to 14,398 1,908 0.01% 0.0% 136 +11,581 411.11% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,281 1,893 0.02% 0.02% 137 -708 -4.72% Q1 2026 Apr 24, 2026
Man Group plc History Added to 13,659 1,810 0.0% 0.0% 138 +68 0.5% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 13,492 1,788 0.03% 0.02% 139 +6,445 91.46% Q1 2026 May 12, 2026
Louisiana State Employees Retirement System History Added to 13,400 1,776 0.03% 0.03% 140 +600 4.69% Q1 2026 Apr 20, 2026
SummitTX Capital, L.P. History New 13,389 1,775 0.06% 141 +13,389 New Q1 2026 May 15, 2026
Southeast Asset Advisors, LLC History Reduced 13,345 1,769 0.19% 0.33% 142 -9,723 -42.15% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 13,145 1,742 0.01% 0.01% 143 -319 -2.37% Q1 2026 May 01, 2026
Creative Planning History Added to 12,936 1,715 0.0% 0.0% 144 +3,379 35.36% Q1 2026 May 12, 2026
Focus Partners Wealth History Added to 12,290 1,661 0.0% 0.0% 145 +581 4.96% Q1 2026 May 14, 2026
LSV ASSET MANAGEMENT History New 12,400 1,644 0.0% 146 +12,400 New Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 12,190 1,616 0.0% 147 +12,190 New Q1 2026 May 08, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 11,727 1,554 0.22% 0.28% 148 -1,800 -13.31% Q1 2026 May 01, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 11,611 1,539 0.01% 0.01% 149 +14 0.12% Q1 2026 May 01, 2026
Cardinal Capital Management History Added to 11,563 1,533 0.2% 0.22% 150 +627 5.73% Q1 2026 Apr 08, 2026
Magnetar Financial LLC History New 11,451 1,518 0.02% 151 +11,451 New Q1 2026 May 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 11,120 1,474 0.01% 0.01% 152 +200 1.83% Q1 2026 May 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 10,818 1,434 0.01% 0.01% 153 +553 5.39% Q1 2026 May 13, 2026
CenterBook Partners LP History Added to 10,678 1,415 0.08% 0.07% 154 +701 7.03% Q1 2026 May 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 10,665 1,413 0.0% 0.0% 155 +2,833 36.17% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 10,645 1,411 0.0% 0.0% 156 +3,245 43.85% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,625 1,408 0.0% 0.0% 157 +595 5.93% Q1 2026 May 11, 2026
KLP KAPITALFORVALTNING AS History Added to 10,600 1,405 0.01% 0.01% 158 +300 2.91% Q1 2026 Apr 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 10,382 1,376 0.02% 0.02% 159 +14 0.14% Q1 2026 May 08, 2026
CITIGROUP INC History Reduced 10,128 1,342 0.0% 0.0% 160 -53,789 -84.15% Q1 2026 May 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 9,520 1,262 0.02% 0.02% 161 +300 3.25% Q1 2026 Apr 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 9,500 1,260 0.04% 0.04% 162 0 0.0% Q1 2026 May 04, 2026
MAVERICK CAPITAL LTD History New 8,647 1,146 0.01% 163 +8,647 New Q1 2026 May 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 8,535 1,131 0.05% 0.01% 165 +6,177 261.96% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History Added to 8,537 1,131 0.03% 0.04% 164 +44 0.52% Q1 2026 May 13, 2026
AXQ CAPITAL, LP History New 8,523 1,129 0.15% 166 +8,523 New Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History New 8,312 1,102 0.02% 167 +8,312 New Q1 2026 Apr 27, 2026
LPL Financial LLC History Added to 8,207 1,088 0.0% 0.0% 168 +200 2.5% Q1 2026 May 06, 2026
TWINBEECH CAPITAL LP History New 8,200 1,087 0.11% 169 +8,200 New Q1 2026 May 15, 2026
Quent Capital, LLC History Reduced 8,160 1,081 0.08% 0.09% 170 -21 -0.26% Q1 2026 Apr 28, 2026
GLENMEDE TRUST CO NA History No change 7,218 1,073 0.01% 0.01% 171 0 0.0% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 8,030 1,064 0.0% 0.0% 172 -16,950 -67.85% Q1 2026 Apr 22, 2026
Redwood Investment Management, LLC History Added to 7,969 1,057 0.13% 0.12% 173 +590 8.0% Q1 2026 May 14, 2026
Oak Thistle LLC History Reduced 7,971 1,056 0.1% 0.23% 174 -3,198 -28.63% Q1 2026 Apr 10, 2026
Pathstone Holdings, LLC History Reduced 7,956 1,054 0.0% 0.01% 175 -786 -8.99% Q1 2026 May 11, 2026
Diametric Capital, LP History New 7,859 1,041 0.27% 176 +7,859 New Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Reduced 7,813 1,035 0.03% 0.08% 177 -11,538 -59.62% Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 7,593 1,006 0.02% 0.0% 178 +6,026 384.56% Q1 2026 May 11, 2026
CAXTON ASSOCIATES LLP History Reduced 7,423 984 0.02% 0.04% 179 -5,408 -42.15% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 7,407 982 0.0% 0.0% 180 +996 15.54% Q1 2026 May 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 6,983 922 0.0% 0.0% 181 -549 -7.29% Q1 2026 Apr 08, 2026
CIBC WORLD MARKET INC. History Reduced 6,615 877 0.0% 0.0% 182 -1,179 -15.13% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 6,574 871 0.02% 0.02% 183 -1,908 -22.49% Q1 2026 Apr 20, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 6,563 870 0.02% 0.02% 184 +33 0.51% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 6,553 868 0.0% 0.0% 185 -94 -1.41% Q1 2026 Apr 29, 2026
Cerity Partners LLC History Added to 6,408 849 0.0% 0.0% 186 +4,703 275.84% Q1 2026 May 15, 2026
ALLSTATE CORP History New 6,162 816 0.01% 188 +6,162 New Q1 2026 May 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 6,159 816 0.01% 0.01% 187 +1,794 41.1% Q1 2026 May 07, 2026
FORA Capital, LLC History Reduced 6,008 796 0.06% 0.2% 189 -5,142 -46.12% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 5,952 789 0.01% 0.0% 190 +4,011 206.65% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 5,696 755 0.01% 0.0% 191 +1,330 30.46% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,666 751 0.0% 0.0% 192 0 0.0% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 5,600 742 0.0% 0.0% 193 +2,300 69.7% Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 5,537 734 0.01% 0.01% 194 -2,457 -30.74% Q1 2026 May 05, 2026
Allianz Asset Management GmbH History Reduced 5,514 731 0.0% 0.0% 195 -18,256 -76.8% Q1 2026 May 11, 2026
SIH Partners, LLLP History New 5,401 716 0.01% 196 +5,401 New Q1 2026 May 15, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History Reduced 5,367 711 0.67% 0.77% 197 -387 -6.73% Q1 2026 May 15, 2026
&PARTNERS History Added to 5,358 710 0.0% 0.0% 198 +1,257 30.65% Q1 2026 May 15, 2026
Amundi History Added to 5,206 690 0.0% 0.0% 199 +1,570 43.18% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 5,159 683 0.02% 0.01% 200 +1,764 51.96% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History Added to 5,058 670 0.0% 0.0% 201 +198 4.07% Q1 2026 May 11, 2026
Blue Trust, Inc. History Added to 5,029 666 0.01% 0.01% 202 +719 16.68% Q1 2026 Apr 20, 2026
BESSEMER GROUP INC History Reduced 4,997 663 0.0% 0.0% 203 -7,324 -59.44% Q1 2026 May 06, 2026
Cetera Investment Advisers History Added to 4,923 652 0.0% 0.0% 204 +646 15.1% Q1 2026 May 13, 2026
Fifth Third Wealth Advisors LLC History Added to 4,841 641 0.02% 0.02% 205 +124 2.63% Q1 2026 Apr 17, 2026
Ridgewood Investments LLC History New 4,820 639 0.26% 206 +4,820 New Q1 2026 Apr 03, 2026
GAMCO INVESTORS, INC. ET AL History No change 4,800 636 0.01% 0.01% 207 0 0.0% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Reduced 4,667 618 0.0% 0.0% 208 -99 -2.08% Q1 2026 May 05, 2026
Illinois Municipal Retirement Fund History Added to 4,631 613 0.01% 0.01% 210 +635 15.89% Q1 2026 May 05, 2026
State of Alaska, Department of Revenue History No change 4,628 613 0.01% 0.01% 209 0 0.0% Q1 2026 Apr 20, 2026
Chicago Partners Investment Group LLC History Added to 4,205 608 0.01% 0.01% 211 +1,338 46.67% Q1 2026 May 04, 2026
FOX RUN MANAGEMENT, L.L.C. History New 4,620 587 0.1% 212 +4,620 New Q1 2026 May 12, 2026
PEAK6 LLC History Reduced 4,418 585 0.0% 0.0% 213 -720 -14.01% Q1 2026 May 13, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 4,394 582 0.18% 0.2% 214 -126 -2.79% Q1 2026 Apr 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 4,377 580 0.01% 0.02% 215 -6,062 -58.07% Q1 2026 May 01, 2026
Sanctuary Advisors, LLC History Reduced 4,355 577 0.0% 0.01% 216 -2,035 -31.85% Q1 2026 May 05, 2026
Tidal Investments LLC History Added to 4,103 543 0.0% 0.0% 217 +1,261 44.37% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History New 4,055 537 0.1% 218 +4,055 New Q1 2026 May 12, 2026
FIRST TRUST ADVISORS LP History Reduced 3,903 517 0.0% 0.01% 219 -92,183 -95.94% Q1 2026 May 13, 2026
Virtu Financial LLC History New 3,824 507 0.02% 220 +3,824 New Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 3,804 504 0.0% 0.0% 221 +56 1.49% Q1 2026 May 15, 2026
Hills Bank & Trust Co History No change 3,742 496 0.02% 0.03% 222 0 0.0% Q1 2026 May 01, 2026
Quadrature Capital Ltd History Added to 3,672 486 0.01% 0.0% 223 +701 23.59% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 3,641 482 0.0% 0.0% 224 -676 -15.66% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 3,579 474 0.06% 0.08% 225 -213 -5.62% Q1 2026 May 15, 2026
CWM, LLC History Added to 3,559 471 0.0% 0.0% 226 +1,812 103.72% Q1 2026 May 14, 2026
Jump Financial, LLC History New 3,523 467 0.01% 227 +3,523 New Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,472 460 0.0% 0.0% 228 -49 -1.39% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Reduced 3,456 458 0.0% 0.01% 229 -82 -2.32% Q1 2026 May 15, 2026
Qsemble Capital Management, LP History Added to 3,408 451 0.03% 0.04% 230 +412 13.75% Q1 2026 May 07, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,392 449 0.02% 0.02% 231 0 0.0% Q1 2026 May 01, 2026
Keel Point, LLC History No change 3,022 449 0.03% 0.03% 232 0 0.0% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Added to 3,362 445 0.0% 0.0% 233 +716 27.06% Q1 2026 Apr 15, 2026
Janney Montgomery Scott LLC History Added to 3,303 438 0.0% 0.0% 234 +174 5.56% Q1 2026 Apr 22, 2026
ROYAL BANK OF CANADA History Reduced 3,236 429 0.0% 0.0% 235 -16,121 -83.28% Q1 2026 May 15, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 3,190 422 0.08% 0.09% 236 -22 -0.68% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 3,109 412 0.0% 0.0% 238 +775 33.2% Q1 2026 May 14, 2026
EP Wealth Advisors, LLC History Added to 3,111 412 0.0% 0.0% 237 +129 4.33% Q1 2026 May 14, 2026
DF DENT & CO INC History No change 3,031 401 0.01% 0.01% 239 0 0.0% Q1 2026 May 15, 2026
Kera Capital Partners, Inc. History Added to 3,023 400 0.05% 0.05% 240 +434 16.76% Q1 2026 May 06, 2026
BANK OF NOVA SCOTIA History New 2,997 397 0.0% 241 +2,997 New Q1 2026 May 14, 2026
RMR Wealth Builders History No change 2,867 380 0.03% 0.03% 242 0 0.0% Q1 2026 Apr 22, 2026
Vanguard Personalized Indexing Management, LLC History Added to 2,832 375 0.0% 0.0% 243 +745 35.7% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,768 366 0.0% 0.0% 244 -428 -13.39% Q1 2026 May 13, 2026
SYON CAPITAL LLC History Added to 2,757 365 0.02% 0.02% 245 +172 6.65% Q1 2026 May 13, 2026
Brooklyn Investment Group History Added to 2,719 360 0.01% 0.02% 246 +466 20.68% Q1 2026 Apr 29, 2026
MML INVESTORS SERVICES, LLC History Reduced 2,697 357 0.0% 0.0% 247 -441 -14.05% Q1 2026 May 04, 2026
CERTUITY, LLC History Added to 2,642 350 0.02% 0.02% 248 +147 5.89% Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History No change 2,638 349 0.0% 0.0% 249 0 0.0% Q1 2026 May 13, 2026
DnB Asset Management AS History New 2,590 343 0.0% 251 +2,590 New Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 2,592 343 0.0% 0.0% 250 -70 -2.63% Q1 2026 May 14, 2026
Utah Retirement Systems History No change 2,526 334 0.0% 0.0% 252 0 0.0% Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History No change 2,492 330 0.01% 0.01% 253 0 0.0% Q1 2026 May 04, 2026
Morningstar Investment Management LLC History Reduced 2,485 329 0.02% 0.03% 254 -1,337 -34.98% Q1 2026 May 14, 2026
Empowered Funds, LLC History New 2,469 327 0.0% 255 +2,469 New Q1 2026 May 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 2,407 319 0.01% 0.01% 256 0 0.0% Q1 2026 May 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 2,317 307 0.0% 0.0% 257 -4,015 -63.41% Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Reduced 2,305 305 0.0% 0.0% 258 -47 -2.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 2,243 297 0.02% 259 +2,243 New Q1 2026 May 15, 2026
Baker Avenue Asset Management, LP History Added to 2,175 288 0.01% 0.01% 260 +404 22.81% Q1 2026 May 12, 2026
Crestwood Advisors Group, LLC History Added to 2,159 286 0.0% 0.0% 261 +425 24.51% Q1 2026 May 05, 2026
Vident Advisory, LLC History Reduced 2,151 285 0.0% 0.01% 262 -4,719 -68.69% Q1 2026 May 14, 2026
Calamos Advisors LLC History New 2,135 283 0.0% 263 +2,135 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History New 2,135 283 0.01% 264 +2,135 New Q1 2026 May 04, 2026
Arax Advisory Partners History Reduced 2,107 279 0.01% 0.01% 265 -77 -3.53% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 2,082 276 0.01% 0.01% 266 +375 21.97% Q1 2026 May 15, 2026
Beverly Hills Private Wealth, LLC History New 2,073 274 0.05% 267 +2,073 New Q1 2026 May 01, 2026
EVOKE WEALTH, LLC History Added to 2,047 271 0.0% 0.01% 268 +108 5.57% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History No change 2,037 270 0.0% 0.0% 269 0 0.0% Q1 2026 May 15, 2026
Canal Capital Management, LLC History No change 2,000 265 0.04% 0.04% 270 0 0.0% Q1 2026 Apr 27, 2026
Fieldview Capital Management, LLC History Reduced 1,975 261 0.08% 0.15% 271 -3,881 -66.27% Q1 2026 May 14, 2026
ARQ WEALTH ADVISORS, LLC History New 1,970 261 0.05% 272 +1,970 New Q1 2026 May 01, 2026
Optas, LLC History Added to 1,957 259 0.04% 0.04% 273 +36 1.87% Q1 2026 Apr 24, 2026
CHOREO, LLC History Added to 1,940 257 0.0% 0.0% 274 +54 2.86% Q1 2026 May 12, 2026
Quantbot Technologies LP History New 1,925 255 0.01% 275 +1,925 New Q1 2026 May 13, 2026
HB Wealth Management, LLC History New 1,920 254 0.0% 276 +1,920 New Q1 2026 Apr 27, 2026
RMG Wealth Management LLC History No change 1,618 252 0.03% 0.03% 277 0 0.0% Q1 2026 May 14, 2026
ProShare Advisors LLC History No change 1,859 246 0.0% 0.0% 278 0 0.0% Q1 2026 Apr 24, 2026
BLAIR WILLIAM & CO/IL History Reduced 1,845 244 0.0% 0.0% 279 -184 -9.07% Q1 2026 May 08, 2026
Inscription Capital, LLC History Reduced 1,841 244 0.03% 0.03% 280 -27 -1.45% Q1 2026 Apr 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 1,777 235 0.0% 281 +1,777 New Q1 2026 May 04, 2026
Engineers Gate Manager LP History New 1,740 230 0.0% 282 +1,740 New Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History New 1,714 227 0.0% 283 +1,714 New Q1 2026 May 15, 2026
BBR PARTNERS, LLC History New 1,696 224 0.01% 286 +1,696 New Q1 2026 May 12, 2026
COMMERCE BANK History Reduced 1,693 224 0.0% 0.0% 284 -962 -36.23% Q1 2026 May 11, 2026
Ballentine Partners, LLC History Reduced 1,696 224 0.0% 0.0% 285 -15 -0.88% Q1 2026 May 14, 2026
CIBC Asset Management Inc History No change 1,686 223 0.0% 0.0% 287 0 0.0% Q1 2026 May 12, 2026
M&T BANK CORP History Reduced 1,673 221 0.0% 0.0% 288 -282 -14.42% Q1 2026 May 12, 2026
GREENLEAF TRUST History Reduced 1,654 219 0.0% 0.0% 289 -16 -0.96% Q1 2026 Apr 27, 2026
Machina Capital S.A.S. History New 1,646 218 0.04% 290 +1,646 New Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Reduced 1,633 216 0.0% 0.0% 291 -95 -5.5% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History New 1,625 215 0.0% 292 +1,625 New Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 1,598 211 0.0% 0.01% 293 -1,220 -43.29% Q1 2026 Apr 22, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,577 209 0.0% 0.0% 294 0 0.0% Q1 2026 May 15, 2026
Claret Asset Management Corp History No change 1,579 209 0.02% 0.03% 295 0 0.0% Q1 2026 May 11, 2026
NICOLET BANKSHARES INC History New 1,520 201 0.01% 296 +1,520 New Q1 2026 May 14, 2026
UMB Bank, n.a. History Added to 1,510 200 0.0% 0.0% 297 +85 5.96% Q1 2026 May 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,463 193 0.01% 0.01% 298 0 0.0% Q1 2026 Apr 14, 2026
AlphaQuest LLC History No change 1,236 183 0.01% 0.01% 299 0 0.0% Q4 2025 Feb 09, 2026
KBC Group NV History No change 1,358 180 0.0% 0.0% 300 0 0.0% Q1 2026 May 07, 2026
STRS OHIO History Reduced 1,139 151 0.0% 0.0% 301 -2 -0.18% Q1 2026 Apr 24, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 1,116 147 0.0% 302 +1,116 New Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,105 146 0.0% 0.01% 303 -20 -1.78% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History Added to 1,091 139 0.0% 0.0% 304 +114 11.67% Q1 2026 May 08, 2026
Versant Capital Management, Inc History Added to 1,043 138 0.01% 0.02% 305 +100 10.6% Q1 2026 Apr 06, 2026
State of Wyoming History Reduced 1,011 134 0.02% 0.07% 306 -3,004 -74.82% Q1 2026 May 13, 2026
VESTOR CAPITAL, LLC History Reduced 1,000 133 0.01% 0.01% 307 -385 -27.8% Q1 2026 May 21, 2026
GAMMA Investing LLC History Added to 961 127 0.01% 0.01% 308 +14 1.48% Q1 2026 Apr 06, 2026
Aviso Financial Inc. History Reduced 924 122 0.0% 0.01% 309 -317 -25.54% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 860 114 0.0% 0.0% 310 -3,350 -79.57% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 838 111 0.0% 0.0% 311 +200 31.35% Q1 2026 May 14, 2026
Hilltop National Bank History Added to 839 111 0.03% 0.03% 312 +33 4.09% Q1 2026 Apr 02, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 748 99 0.0% 0.0% 313 -156 -17.26% Q1 2026 May 14, 2026
Crewe Advisors LLC History No change 710 94 0.01% 0.01% 314 0 0.0% Q1 2026 May 07, 2026
Mitsubishi UFJ Trust & Banking Corp History New 671 88 0.0% 315 +671 New Q1 2026 May 12, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 491 82 0.0% 0.74% 316 -150,566 -99.67% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 582 77 0.0% 0.0% 317 +552 1840.0% Q1 2026 May 07, 2026
TD Waterhouse Canada Inc. History Added to 574 75 0.0% 0.0% 318 +371 182.76% Q1 2026 May 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 560 74 0.0% 0.0% 319 +240 75.0% Q1 2026 May 11, 2026
Global Retirement Partners, LLC History No change 466 69 0.0% 0.0% 320 0 0.0% Q4 2025 Feb 06, 2026
Employees Retirement System of Texas History No change 514 68 0.0% 0.0% 321 0 0.0% Q1 2026 May 13, 2026
Cassaday & Co Wealth Management LLC History New 507 67 0.0% 322 +507 New Q1 2026 May 07, 2026
MAI Capital Management History Added to 495 65 0.0% 0.0% 323 +455 1137.5% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 465 61 0.0% 0.0% 324 -698 -60.02% Q1 2026 Apr 30, 2026
EverSource Wealth Advisors, LLC History Added to 366 48 0.0% 0.0% 325 +59 19.22% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 355 47 0.0% 0.0% 326 +2 0.57% Q1 2026 Apr 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 328 43 0.0% 0.0% 327 0 0.0% Q1 2026 Apr 15, 2026
Allworth Financial LP History Added to 315 41 0.0% 0.0% 328 +112 55.17% Q1 2026 May 14, 2026
Mirae Asset Global Investments Co., Ltd. History New 302 40 0.0% 330 +302 New Q1 2026 May 04, 2026
Abound Wealth Management History No change 309 40 0.01% 0.01% 329 0 0.0% Q1 2026 Apr 10, 2026
Quarry LP History Reduced 286 37 0.01% 0.01% 331 -254 -47.04% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 270 35 0.0% 0.0% 332 +75 38.46% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 261 34 0.0% 0.0% 333 +102 64.15% Q1 2026 Apr 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 237 31 0.0% 0.0% 334 0 0.0% Q1 2026 May 08, 2026
Clean Yield Group History No change 200 26 0.01% 0.01% 335 0 0.0% Q1 2026 Apr 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 168 23 0.0% 0.0% 338 +1 0.6% Q1 2026 May 06, 2026
Bangor Savings Bank History No change 176 23 0.0% 0.0% 336 0 0.0% Q1 2026 Apr 01, 2026
DHJJ Financial Advisors, Ltd. History No change 177 23 0.01% 0.01% 337 0 0.0% Q1 2026 Apr 09, 2026
Parkside Financial Bank & Trust History Reduced 171 22 0.0% 0.0% 339 -43 -20.09% Q1 2026 May 13, 2026
Plante Moran Financial Advisors, LLC History No change 165 21 0.0% 0.0% 340 0 0.0% Q1 2026 May 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 157 20 0.01% 0.0% 342 +150 2142.86% Q1 2026 Apr 29, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 156 20 0.0% 0.0% 341 0 0.0% Q1 2026 May 12, 2026
True Wealth Design, LLC History Added to 149 19 0.01% 0.01% 343 +2 1.36% Q1 2026 Apr 13, 2026
McMillan Office, Inc. History No change 150 19 0.0% 0.0% 344 0 0.0% Q1 2026 Apr 23, 2026
Towne Trust Company, N.A History No change 120 15 0.0% 0.01% 345 0 0.0% Q1 2026 Apr 22, 2026
Caitong International Asset Management Co., Ltd History New 112 14 0.0% 351 +112 New Q1 2026 May 11, 2026
Smartleaf Asset Management LLC History Added to 113 14 0.0% 0.0% 349 +19 20.21% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 110 14 0.0% 0.0% 346 +18 19.57% Q1 2026 May 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 108 14 0.0% 0.0% 347 0 0.0% Q1 2026 May 01, 2026
PFS Partners, LLC History No change 111 14 0.01% 0.01% 348 0 0.0% Q1 2026 Apr 09, 2026
Caldwell Trust Co History No change 106 14 0.0% 0.0% 350 0 0.0% Q1 2026 Apr 22, 2026
Covestor Ltd History Reduced 96 13 0.01% 0.03% 353 -311 -76.41% Q1 2026 May 05, 2026
FIRST HORIZON CORP History No change 104 13 0.0% 0.0% 352 0 0.0% Q1 2026 Apr 30, 2026
Boreal Capital Management LLC History No change 99 13 0.01% 0.01% 354 0 0.0% Q1 2026 May 14, 2026
MATHER GROUP, LLC. History New 93 12 0.0% 357 +93 New Q1 2026 Apr 13, 2026
Farther Finance Advisors, LLC History Added to 95 12 0.0% 0.0% 356 +11 13.1% Q1 2026 Apr 07, 2026
CIBC Private Wealth Group LLC History No change 86 12 0.0% 0.0% 355 0 0.0% Q4 2025 Feb 12, 2026
Leonteq Securities AG History Added to 85 11 0.0% 0.0% 358 +33 63.46% Q1 2026 Apr 27, 2026
Trust Co History No change 90 11 0.0% 0.0% 359 0 0.0% Q1 2026 Apr 13, 2026
Bayforest Capital Ltd History Reduced 65 8 0.01% 0.07% 363 -603 -90.27% Q1 2026 Apr 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 61 8 0.0% 0.0% 360 -37 -37.76% Q1 2026 Apr 13, 2026
Spire Wealth Management History No change 67 8 0.0% 0.0% 361 0 0.0% Q1 2026 Apr 22, 2026
ORG Partners LLC History No change 56 8 0.0% 0.0% 362 0 0.0% Q4 2025 Jan 14, 2026
Vanguard National Trust Co History New 60 7 0.0% 368 +60 New Q1 2026 May 08, 2026
Parallel Advisors, LLC History Added to 56 7 0.0% 0.0% 364 +8 16.67% Q1 2026 May 07, 2026
Clearstead Trust, LLC History No change 59 7 0.0% 0.0% 365 0 0.0% Q1 2026 May 06, 2026
Princeton Global Asset Management LLC History No change 60 7 0.0% 0.0% 366 0 0.0% Q1 2026 Apr 22, 2026
WOLFF WIESE MAGANA LLC History No change 53 7 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 13, 2026
Rossby Financial, LCC History Added to 47 6 0.0% 370 +45 2250.0% Q1 2026 May 11, 2026
Millstone Evans Group, LLC History No change 50 6 0.0% 0.0% 369 0 0.0% Q1 2026 Apr 30, 2026
Purpose Unlimited Inc. History New 44 5 0.0% 377 +44 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 42 5 0.0% 0.0% 372 -29 -40.85% Q1 2026 May 07, 2026
Fortitude Family Office, LLC History Added to 38 5 0.0% 0.0% 376 +27 245.45% Q1 2026 Apr 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 41 5 0.0% 0.0% 371 0 0.0% Q1 2026 Apr 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 44 5 0.0% 0.0% 373 0 0.0% Q1 2026 Apr 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 41 5 0.0% 0.0% 374 0 0.0% Q1 2026 Apr 27, 2026
Sound Income Strategies, LLC History No change 45 5 0.0% 0.0% 375 0 0.0% Q1 2026 Apr 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 31 4 0.0% 0.0% 378 +15 93.75% Q1 2026 May 08, 2026
Essential Partners LLC History Added to 35 4 0.0% 0.0% 379 +11 45.83% Q1 2026 May 21, 2026
Cedar Mountain Advisors, LLC History New 27 3 0.0% 384 +27 New Q1 2026 Apr 30, 2026
Intentional Wealth Strategies, LLC History New 27 3 0.0% 385 +27 New Q1 2026 May 05, 2026
Owl Creek Wealth Partners LLC History New 25 3 0.0% 386 +25 New Q1 2026 May 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 26 3 0.0% 0.0% 382 +19 271.43% Q1 2026 Apr 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 27 3 0.0% 0.0% 380 -9 -25.0% Q1 2026 Apr 20, 2026
Orion Capital Management LLC History No change 30 3 0.0% 0.0% 381 0 0.0% Q1 2026 May 14, 2026
Westfuller Advisors, LLC History No change 24 3 0.0% 0.0% 383 0 0.0% Q1 2026 Apr 28, 2026
Clearstead Advisors, LLC History Reduced 16 2 0.0% 0.0% 387 -150 -90.36% Q1 2026 May 06, 2026
SJS Investment Consulting Inc. History Added to 21 2 0.0% 390 +20 2000.0% Q1 2026 Apr 23, 2026
IFP Advisors, Inc History New 18 2 0.0% 393 +18 New Q1 2026 Apr 13, 2026
CVA Family Office, LLC History New 17 2 0.0% 394 +17 New Q1 2026 Apr 29, 2026
Manchester Capital Management LLC History No change 16 2 0.0% 0.0% 388 0 0.0% Q1 2026 May 11, 2026
Bell Investment Advisors, Inc History No change 18 2 0.0% 0.0% 389 0 0.0% Q1 2026 Apr 17, 2026
SageView Advisory Group, LLC History No change 20 2 0.0% 0.0% 391 0 0.0% Q4 2025 Feb 17, 2026
WPG Advisers, LLC History No change 16 2 0.0% 0.0% 392 0 0.0% Q1 2026 Apr 29, 2026
Torren Management, LLC History Reduced 9 1 0.0% 0.01% 405 -156 -94.55% Q1 2026 Apr 30, 2026
Wealth Preservation Advisors, LLC History New 14 1 0.0% 409 +14 New Q1 2026 May 15, 2026
BAYBAN History New 13 1 0.0% 410 +13 New Q1 2026 Apr 24, 2026
HARBOUR INVESTMENTS, INC. History New 11 1 0.0% 407 +11 New Q1 2026 May 15, 2026
Investors Research Corp History New 10 1 0.0% 408 +10 New Q1 2026 Apr 03, 2026
Dunhill Financial, LLC History Added to 7 1 0.0% 402 +6 600.0% Q1 2026 May 06, 2026
Keating Financial Advisory Services, Inc. History Added to 13 1 0.0% 0.0% 406 +4 44.44% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 13 1 0.0% 0.0% 398 +3 30.0% Q1 2026 May 06, 2026
Cromwell Holdings LLC History Added to 9 1 0.0% 401 +3 50.0% Q1 2026 Apr 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 15 1 0.0% 0.0% 396 -1 -6.25% Q1 2026 May 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 15 1 0.0% 0.0% 395 0 0.0% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11 1 0.0% 0.0% 397 0 0.0% Q1 2026 Apr 28, 2026
First Command Advisory Services, Inc. History No change 12 1 0.0% 0.0% 399 0 0.0% Q1 2026 May 07, 2026
Avion Wealth History No change 8 1 0.0% 0.0% 400 0 0.0% Q1 2026 May 01, 2026
DiNuzzo Private Wealth, Inc. History No change 10 1 0.0% 0.0% 403 0 0.0% Q1 2026 Apr 08, 2026
Bruce G. Allen Investments, LLC History No change 14 1 0.0% 0.0% 404 0 0.0% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.01% -154,457 -100.0% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.03% -138,000 -100.0% Q1 2026 May 15, 2026
DENDUR CAPITAL LP History Closed out 0 0 1.5% -101,500 -100.0% Q1 2026 May 15, 2026
Vulcan Value Partners, LLC History Closed out 0 0 0.19% -69,825 -100.0% Q1 2026 May 11, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.34% -42,328 -100.0% Q1 2026 May 07, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.12% -28,766 -100.0% Q1 2026 May 18, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.12% -28,000 -100.0% Q1 2026 May 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -24,335 -100.0% Q1 2026 May 14, 2026
CLARK ESTATES INC/NY History Closed out 0 0 0.67% -18,500 -100.0% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -16,547 -100.0% Q1 2026 Apr 30, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -14,854 -100.0% Q1 2026 Apr 20, 2026
Epoch Investment Partners, Inc. History Closed out 0 0 0.01% -11,797 -100.0% Q1 2026 May 14, 2026
Seven Six Capital Management, LLC History Closed out 0 0 1.73% -11,550 -100.0% Q1 2026 May 18, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.09% -9,249 -100.0% Q1 2026 May 15, 2026
Numerai GP LLC History Closed out 0 0 0.14% -7,653 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -6,737 -100.0% Q1 2026 May 14, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -5,549 -100.0% Q1 2026 May 06, 2026
Quantitative Investment Management, LLC History Closed out 0 0 0.07% -5,173 -100.0% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -5,133 -100.0% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -4,266 -100.0% Q1 2026 May 13, 2026
BURNEY CO/ History Closed out 0 0 0.02% -3,971 -100.0% Q1 2026 Apr 29, 2026
BROWN ADVISORY INC History Closed out 0 0 0.0% -3,523 -100.0% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.01% -3,003 -100.0% Q1 2026 May 13, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -2,652 -100.0% Q1 2026 Apr 23, 2026
Veracity Capital LLC History Closed out 0 0 0.11% -2,599 -100.0% Q1 2026 Apr 09, 2026
STIFEL FINANCIAL CORP History Closed out 0 0 0.0% -2,305 -100.0% Q1 2026 May 12, 2026
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -2,099 -100.0% Q1 2026 Apr 30, 2026
Walleye Trading LLC History Closed out 0 0 0.0% -2,024 -100.0% Q1 2026 May 08, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Closed out 0 0 0.05% -2,005 -100.0% Q1 2026 Apr 16, 2026
BAILARD, INC. History Closed out 0 0 0.01% -1,800 -100.0% Q1 2026 May 11, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -1,785 -100.0% Q1 2026 May 08, 2026
Aristides Capital LLC History Closed out 0 0 0.04% -1,676 -100.0% Q1 2026 May 14, 2026
TrueWealth Advisors, LLC History Closed out 0 0 0.06% -1,631 -100.0% Q1 2026 Apr 09, 2026
NAPLES GLOBAL ADVISORS, LLC History Closed out 0 0 0.02% -1,500 -100.0% Q1 2026 Apr 20, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -1,480 -100.0% Q1 2026 Apr 28, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.04% -1,348 -100.0% Q1 2026 Apr 23, 2026
Eukles Asset Management History Closed out 0 0 0.02% -329 -100.0% Q1 2026 May 05, 2026
Coastline Trust Co History Closed out 0 0 0.0% -290 -100.0% Q1 2026 Apr 03, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Closed out 0 0 0.01% -250 -100.0% Q1 2026 Apr 22, 2026
TFC Financial Management, Inc. History Reduced 1 0 0.0% -230 -99.57% Q1 2026 Apr 23, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 12, 2026
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.0% -135 -100.0% Q1 2026 May 18, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -135 -100.0% Q1 2026 May 06, 2026
AMERIFLEX GROUP, INC. History Closed out 0 0 0.0% -48 -100.0% Q1 2026 May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -46 -100.0% Q1 2026 May 06, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 15, 2026
Bravera Wealth History Closed out 0 0 0.0% -20 -100.0% Q1 2026 Apr 22, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 0.0% -15 -100.0% Q1 2026 May 15, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 12, 2026
SouthState Bank Corp History Reduced 1 0 0.0% -12 -92.31% Q1 2026 May 05, 2026
DV Trading LLC History Closed out 0 0 0.0% -9 -100.0% Q1 2026 May 15, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 14, 2026
Bogart Wealth, LLC History New 7 0 +7 New Q1 2026 Apr 28, 2026
Golden State Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q1 2026 Apr 28, 2026
Vermillion Wealth Management, Inc. History New 4 0 +4 New Q1 2026 Apr 17, 2026
HIGHLINE WEALTH PARTNERS LLC History New 4 0 +4 New Q1 2026 Apr 06, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4 0 +2 100.0% Q1 2026 May 11, 2026
Rialto Wealth Management, LLC History Added to 7 0 +2 40.0% Q1 2026 May 14, 2026
Atlantic Union Bankshares Corp History New 2 0 +2 New Q1 2026 May 12, 2026
American Capital Advisory, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Optiver Holding B.V. History Closed out 0 0 -2 -100.0% Q1 2026 May 15, 2026
HFM Investment Advisors, LLC History Added to 4 0 +1 33.33% Q1 2026 May 01, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1 0 +1 New Q1 2026 May 08, 2026
SBI Securities Co., Ltd. History Closed out 0 0 -1 -100.0% Q1 2026 Apr 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 4 0 0 0.0% Q1 2026 Apr 23, 2026
Triumph Capital Management History No change 3 0 0 0.0% Q1 2026 May 13, 2026
Bay Harbor Wealth Management, LLC History No change 5 0 0 0.0% Q1 2026 Apr 14, 2026