MOVADO GROUP INC - MOV
Detailed investor-level table based on 13F positions.
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,206,443 | 29,461 | 0.0% | 0.0% | 1 | +28,362 | 2.41% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,164,334 | 28,433 | 0.28% | 0.22% | 2 | +111,873 | 10.63% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 914,981 | 22,343 | 0.0% | 0.0% | 3 | +26,737 | 3.01% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,044,395 | 21,535 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 852,616 | 20,821 | 0.0% | 0.0% | 5 | -8,507 | -0.99% | Q1 2026 | May 07, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 739,192 | 18,051 | 0.13% | 0.11% | 6 | +35,156 | 4.99% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 657,684 | 16,060 | 0.0% | — | 7 | +657,684 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 602,452 | 14,711 | 0.0% | 0.0% | 8 | -15,195 | -2.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 400,996 | 9,792 | 0.01% | 0.0% | 9 | -5,685 | -1.4% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 381,187 | 9,311 | 0.0% | 0.0% | 10 | +10,514 | 2.84% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 379,777 | 9,269 | 0.01% | 0.0% | 11 | +269,685 | 244.96% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 360,334 | 8,799 | 0.0% | 0.0% | 12 | +198 | 0.05% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 357,561 | 8,731 | 0.0% | 0.0% | 13 | -30,857 | -7.94% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 325,852 | 7,957 | 0.0% | 0.0% | 14 | +138,990 | 74.38% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 285,138 | 6,963 | 0.0% | 0.01% | 15 | -157,680 | -35.61% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 261,653 | 6,389 | 0.03% | 0.02% | 16 | +8,849 | 3.5% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 250,041 | 6,106 | 0.0% | — | 17 | +250,041 | New | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 245,500 | 5,995 | 0.06% | 0.05% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 221,835 | 5,417 | 0.11% | 0.11% | 19 | -29,741 | -11.82% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 221,761 | 5,415 | 0.1% | 0.1% | 20 | -36,717 | -14.21% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 196,993 | 4,810 | 0.01% | 0.01% | 21 | -69,236 | -26.01% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 193,549 | 4,727 | 0.0% | 0.0% | 22 | +165,821 | 598.03% | Q1 2026 | May 15, 2026 |
| VELA Investment Management, LLC | History | Reduced | 179,400 | 4,380 | 1.0% | 0.9% | 23 | -5,606 | -3.03% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 165,320 | 4,037 | 0.0% | 0.0% | 24 | +12,130 | 7.92% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 156,062 | 3,811 | 0.0% | 0.0% | 25 | +6,535 | 4.37% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 139,198 | 3,399 | 0.01% | 0.0% | 26 | +77,500 | 125.61% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 131,025 | 3,199 | 0.19% | 0.12% | 27 | +37,000 | 39.35% | Q1 2026 | Apr 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 127,985 | 3,125 | 0.0% | 0.0% | 28 | +2,456 | 1.96% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 124,643 | 3,043 | 0.01% | 0.0% | 29 | +68,201 | 120.83% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 120,296 | 2,937 | 0.02% | 0.02% | 30 | +10,140 | 9.21% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 116,391 | 2,842 | 0.0% | 0.0% | 31 | -20,496 | -14.97% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 103,522 | 2,528 | 0.0% | — | 32 | +103,522 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 99,178 | 2,421 | 0.0% | — | 33 | +99,178 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,343 | 2,401 | 0.0% | 0.0% | 34 | +13,240 | 15.56% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 97,544 | 2,382 | 0.02% | — | 35 | +97,544 | New | Q1 2026 | Jun 15, 2026 |
| UBS Group AG | History | Added to | 95,847 | 2,340 | 0.0% | 0.0% | 36 | +87,802 | 1091.39% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 86,669 | 2,116 | 0.0% | 0.0% | 37 | +61,822 | 248.81% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 78,500 | 1,916 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 74,555 | 1,820 | 0.03% | 0.03% | 39 | -30,823 | -29.25% | Q1 2026 | Apr 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 68,603 | 1,675 | 0.0% | 0.0% | 40 | -29,814 | -30.29% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 58,750 | 1,434 | 0.03% | 0.02% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Teton Advisors, LLC | History | No change | 57,004 | 1,392 | 0.98% | 0.82% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 54,450 | 1,329 | 0.0% | — | 43 | +54,450 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 54,274 | 1,325 | 0.0% | 0.0% | 44 | +10,821 | 24.9% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | No change | 53,695 | 1,311 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 49,883 | 1,218 | 0.0% | 0.0% | 46 | +306 | 0.62% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 47,301 | 1,155 | 0.0% | — | 47 | +47,301 | New | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 47,281 | 1,154 | 0.0% | 0.0% | 48 | +11,955 | 33.84% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 46,798 | 1,142 | 0.11% | 0.1% | 49 | +733 | 1.59% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 44,127 | 1,077 | 0.0% | 0.0% | 50 | +368 | 0.84% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 41,021 | 1,001 | 0.0% | 0.0% | 51 | -18,036 | -30.54% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 40,706 | 994 | 0.0% | 0.0% | 52 | +3,573 | 9.62% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 39,585 | 966 | 0.0% | — | 53 | +39,585 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 39,154 | 956 | 0.0% | 0.0% | 54 | +197 | 0.51% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 44,900 | 925 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 36,564 | 892 | 0.0% | 0.0% | 56 | -379 | -1.03% | Q1 2026 | May 05, 2026 |
| Ellsworth Advisors, LLC | History | New | 35,157 | 858 | 0.16% | — | 57 | +35,157 | New | Q1 2026 | Apr 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 32,651 | 797 | 0.01% | — | 58 | +32,651 | New | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,833 | 796 | 0.0% | 0.0% | 59 | -5,139 | -13.53% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 30,603 | 747 | 0.0% | 0.0% | 60 | +9,277 | 43.5% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 29,072 | 709 | 0.01% | — | 61 | +29,072 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 28,754 | 702 | 0.0% | 0.0% | 62 | -36,329 | -55.82% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 27,211 | 664 | 0.0% | 0.0% | 63 | +193 | 0.71% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 26,292 | 642 | 0.0% | 0.0% | 64 | -13 | -0.05% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 25,352 | 619 | 0.0% | 0.0% | 65 | -14,297 | -36.06% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Added to | 24,700 | 603 | 0.0% | 0.0% | 66 | +21,500 | 671.88% | Q1 2026 | Apr 24, 2026 |
| Man Group plc | History | Added to | 24,439 | 596 | 0.0% | 0.0% | 67 | +5,745 | 30.73% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 22,348 | 545 | 0.0% | 0.0% | 68 | +6,998 | 45.59% | Q1 2026 | May 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 21,933 | 535 | 0.09% | 0.12% | 69 | -3,134 | -12.5% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 21,880 | 534 | 0.01% | — | 70 | +21,880 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 20,968 | 512 | 0.04% | 0.04% | 71 | -1,656 | -7.32% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,349 | 496 | 0.0% | 0.0% | 72 | +5,140 | 33.8% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,235 | 494 | 0.0% | 0.0% | 73 | -323 | -1.57% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 20,115 | 491 | 0.0% | — | 74 | +20,115 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 18,892 | 461 | 0.0% | 0.0% | 75 | +7,423 | 64.72% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 16,739 | 408 | 0.0% | — | 76 | +16,739 | New | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,110 | 394 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,900 | 388 | 0.0% | — | 78 | +15,900 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,564 | 380 | 0.0% | 0.0% | 79 | +2,838 | 22.3% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 15,262 | 372 | 0.0% | 0.0% | 80 | +2,845 | 22.91% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 15,014 | 366 | 0.0% | — | 81 | +15,014 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 14,742 | 360 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | New | 14,660 | 357 | 0.0% | — | 83 | +14,660 | New | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 14,092 | 344 | 0.01% | 0.0% | 84 | +620 | 4.6% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,038 | 318 | 0.0% | — | 85 | +13,038 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,921 | 315 | 0.0% | 0.0% | 86 | -11,316 | -46.69% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 12,431 | 303 | 0.0% | — | 87 | +12,431 | New | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 12,356 | 301 | 0.0% | — | 88 | +12,356 | New | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | New | 12,139 | 296 | 0.02% | — | 89 | +12,139 | New | Q1 2026 | May 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,000 | 293 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 11,921 | 291 | 0.0% | — | 91 | +11,921 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 11,700 | 286 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 12,899 | 265 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verdad Advisers, LP | History | New | 10,743 | 262 | 0.29% | — | 94 | +10,743 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 10,082 | 246 | 0.09% | — | 95 | +10,082 | New | Q1 2026 | May 15, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 10,000 | 244 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MQS Management LLC | History | New | 9,934 | 242 | 0.16% | — | 98 | +9,934 | New | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | New | 9,914 | 242 | 0.0% | — | 97 | +9,914 | New | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | New | 9,857 | 240 | 0.02% | — | 99 | +9,857 | New | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 9,596 | 234 | 0.0% | — | 100 | +9,596 | New | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Reduced | 9,465 | 231 | 0.0% | 0.0% | 101 | -807 | -7.86% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 9,396 | 229 | 0.0% | — | 102 | +9,396 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 9,131 | 222 | 0.0% | 0.0% | 103 | +5,585 | 157.5% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,945 | 220 | 0.0% | 0.0% | 104 | -2,144 | -19.33% | Q1 2026 | Apr 30, 2026 |
| DGS Capital Management, LLC | History | New | 8,977 | 219 | 0.04% | — | 105 | +8,977 | New | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,561 | 209 | 0.0% | — | 106 | +8,561 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,415 | 205 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 8,290 | 202 | 0.0% | — | 108 | +8,290 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 7,357 | 200 | 0.01% | 0.02% | 109 | -4,840 | -39.68% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 7,506 | 183 | 0.02% | 0.01% | 110 | +2,063 | 37.9% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,244 | 176 | 0.0% | 0.0% | 111 | +170 | 2.4% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 6,404 | 156 | 0.0% | 0.0% | 112 | +126 | 2.01% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 5,729 | 139 | 0.0% | 0.0% | 113 | -10,300 | -64.26% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,597 | 87 | 0.0% | 0.0% | 114 | -1,411 | -28.17% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,374 | 82 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,338 | 57 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 2,114 | 51 | 0.01% | 0.02% | 117 | -5,585 | -72.54% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,825 | 45 | 0.0% | 0.0% | 118 | +69 | 3.93% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,614 | 39 | 0.0% | — | 119 | +1,604 | 16040.0% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,603 | 39 | 0.0% | 0.0% | 120 | +1,516 | 1742.53% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,595 | 38 | 0.0% | 0.0% | 121 | -3 | -0.19% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,537 | 37 | 0.0% | 0.0% | 122 | +184 | 13.6% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,372 | 33 | 0.0% | 0.0% | 124 | +246 | 21.85% | Q1 2026 | Apr 06, 2026 |
| COMERICA BANK | History | No change | 1,604 | 33 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legal & General Group Plc | History | No change | 1,321 | 32 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,246 | 30 | 0.0% | 0.0% | 126 | -341 | -21.49% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,204 | 29 | 0.0% | 0.0% | 127 | -142 | -10.55% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,122 | 27 | 0.0% | 0.0% | 128 | +778 | 226.16% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 824 | 20 | 0.0% | 0.0% | 130 | -114 | -12.15% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 842 | 20 | 0.0% | 0.0% | 129 | +15 | 1.81% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 750 | 18 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | Reduced | 581 | 14 | 0.01% | 0.01% | 132 | -318 | -35.37% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | New | 562 | 13 | 0.0% | — | 134 | +562 | New | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 537 | 13 | 0.0% | 0.0% | 133 | +413 | 333.06% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 504 | 12 | 0.0% | 0.0% | 136 | -373 | -42.53% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 496 | 12 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 384 | 9 | 0.0% | 0.01% | 137 | -4,211 | -91.64% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 371 | 9 | 0.0% | 0.0% | 138 | +246 | 196.8% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 398 | 9 | 0.0% | 0.0% | 139 | +16 | 4.19% | Q1 2026 | May 21, 2026 |
| Allworth Financial LP | History | Added to | 296 | 7 | 0.0% | 0.0% | 140 | +227 | 328.99% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 230 | 5 | 0.0% | — | 143 | +230 | New | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 241 | 5 | 0.0% | 0.0% | 141 | -13 | -5.12% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 211 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 200 | 4 | 0.0% | 0.0% | 144 | -257 | -56.24% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 197 | 4 | 0.0% | 0.0% | 145 | -3 | -1.5% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 160 | 3 | 0.0% | — | 150 | +160 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 154 | 3 | 0.0% | 0.0% | 147 | +92 | 148.39% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 136 | 3 | 0.0% | 0.0% | 148 | +39 | 40.21% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 158 | 3 | 0.0% | 0.0% | 149 | +28 | 21.54% | Q1 2026 | Jun 02, 2026 |
| Root Financial Partners, LLC | History | New | 94 | 2 | 0.0% | — | 152 | +94 | New | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | New | 82 | 2 | 0.0% | — | 153 | +82 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 93 | 2 | 0.0% | 0.0% | 151 | +25 | 36.76% | Q1 2026 | Apr 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 54 | 1 | 0.0% | — | 159 | +54 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 57 | 1 | 0.0% | 0.0% | 155 | -4 | -6.56% | Q1 2026 | Apr 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 81 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 73 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,119 | -100.0% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -46,566 | -100.0% | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,076 | -100.0% | Q1 2026 | May 22, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -30,590 | -100.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,653 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,739 | -100.0% | Q1 2026 | May 14, 2026 |
| Kensington Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,428 | -100.0% | Q1 2026 | May 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,127 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,937 | -100.0% | Q1 2026 | May 20, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,039 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -172 | -96.09% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Reduced | 38 | 0 | — | 0.0% | — | -46 | -54.76% | Q1 2026 | Apr 30, 2026 |
| Frazier Financial Advisors, LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 07, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 27 | 0 | — | — | — | +19 | 237.5% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Reduced | 12 | 0 | — | — | — | -11 | -47.83% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |