Marex Group plc - MRX

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.
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 4,389,325 195,676 0.0% 0.0% 1 +422,791 10.66% Q1 2026 May 13, 2026
Capital International Investors History No change 3,488,093 155,499 0.04% 0.02% 2 0 0.0% Q1 2026 May 13, 2026
FMR LLC History Added to 3,481,911 155,223 0.01% 0.0% 3 +2,147,113 160.86% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Reduced 1,918,622 85,532 0.12% 0.09% 4 -16,881 -0.87% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,906,029 84,971 0.01% 0.01% 5 +357,392 23.08% Q1 2026 May 15, 2026
SAMLYN CAPITAL, LLC History Added to 1,688,877 75,290 1.28% 0.7% 6 +546,966 47.9% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,681,560 74,963 0.06% 0.05% 7 +778,437 86.19% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History Added to 1,606,691 71,626 0.05% 0.03% 8 +131,436 8.91% Q1 2026 May 06, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 1,566,181 69,820 0.23% 0.19% 9 -172,746 -9.93% Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,730,125 66,367 0.02% 0.02% 10 -20,127 -1.15% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,372,768 61,197 0.01% 0.01% 11 +77,790 6.01% Q1 2026 May 12, 2026
Grandeur Peak Global Advisors, LLC History Reduced 1,325,195 59,077 13.84% 9.19% 12 -454,548 -25.54% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,314,816 58,614 0.04% 0.01% 13 +644,791 96.23% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Reduced 1,252,790 55,849 0.55% 0.49% 14 -7,919 -0.63% Q1 2026 May 12, 2026
Ophir Asset Management Pty Ltd History Added to 1,246,546 55,571 6.47% 4.68% 15 +159,386 14.66% Q1 2026 May 15, 2026
Granahan Investment Management, LLC History Reduced 1,223,750 54,554 2.64% 2.26% 16 -153,243 -11.13% Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History Added to 1,216,883 54,248 0.09% 0.05% 17 +311,926 34.47% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 954,242 42,540 0.01% 0.01% 18 +94,218 10.96% Q1 2026 Jul 17, 2026
Allspring Global Investments Holdings, LLC History Added to 908,596 39,115 0.07% 0.05% 19 +93,863 11.52% Q1 2026 May 05, 2026
STATE STREET CORP History Added to 873,461 38,938 0.0% 0.0% 20 +33,925 4.04% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 729,000 32,498 0.05% 0.07% 21 -385,349 -34.58% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 726,494 32,387 0.0% 0.0% 22 +16,770 2.36% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 655,460 29,220 0.01% 0.01% 23 -104,376 -13.74% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 592,606 26,418 0.03% 0.03% 24 -170,854 -22.38% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 679,600 26,069 0.05% 0.05% 25 0 0.0% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 537,856 23,977 0.17% 0.18% 26 -26,380 -4.68% Q1 2026 May 15, 2026
Praetorian PR LLC History No change 500,000 22,290 8.11% 9.29% 27 0 0.0% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 484,524 21,600 0.0% 0.0% 28 +48,752 11.19% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Added to 482,108 21,492 0.0% 0.0% 29 +237,488 97.08% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 477,298 21,277 0.0% 0.0% 30 -77,192 -13.92% Q1 2026 May 15, 2026
Deltroit Asset Management (UK) LLP History Reduced 449,773 20,050 3.22% 2.65% 31 -25,000 -5.27% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 459,049 19,968 0.0% 0.0% 32 +235,560 105.4% Q1 2026 May 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 408,877 18,227 0.19% 0.53% 33 -693,266 -62.9% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 385,026 17,164 0.0% 0.0% 34 +98,334 34.3% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 380,738 16,973 0.0% 0.0% 35 -270 -0.07% Q1 2026 Apr 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 363,180 16,190 0.0% 36 +363,180 New Q1 2026 May 08, 2026
Swedbank AB History Added to 354,413 15,799 0.02% 0.01% 37 +141,000 66.07% Q1 2026 Apr 29, 2026
SEI INVESTMENTS CO History Added to 354,325 15,795 0.01% 0.01% 38 +2,742 0.78% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 346,690 15,455 0.02% 0.07% 39 -1,049,700 -75.17% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 399,956 15,342 0.0% 0.0% 40 0 0.0% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 342,988 15,290 0.02% 0.01% 41 +32,536 10.48% Q1 2026 May 08, 2026
ALGERT GLOBAL LLC History Added to 333,712 14,877 0.22% 0.19% 42 +21,361 6.84% Q1 2026 May 14, 2026
T. Rowe Price Investment Management, Inc. History New 331,243 14,767 0.01% 43 +331,243 New Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 310,805 13,855 0.01% 0.01% 44 -1,688 -0.54% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History Reduced 304,067 13,555 0.07% 0.06% 45 -22,348 -6.85% Q1 2026 May 26, 2026
LORD, ABBETT & CO. LLC History Added to 301,267 13,430 0.04% 0.03% 46 +74,012 32.57% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 290,675 12,958 0.0% 0.0% 47 +14,756 5.35% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 238,073 10,613 0.01% 0.01% 48 +74,792 45.81% Q1 2026 May 06, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 224,513 10,008 0.04% 0.06% 49 -197,958 -46.86% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History New 224,141 9,992 0.03% 50 +224,141 New Q1 2026 May 13, 2026
GLOBEFLEX CAPITAL L P History Reduced 212,125 9,456 1.43% 1.27% 51 -3,481 -1.61% Q1 2026 May 13, 2026
Creative Planning History Added to 208,711 9,304 0.01% 0.0% 52 +51,101 32.42% Q1 2026 May 12, 2026
Engle Capital Management, L.P. History Added to 200,996 8,960 3.05% 2.83% 53 +10,096 5.29% Q1 2026 May 15, 2026
RENAISSANCE GROUP LLC History Reduced 190,900 8,510 0.36% 0.3% 54 -3,780 -1.94% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Added to 184,519 8,226 0.01% 0.0% 55 +170,513 1217.43% Q1 2026 Apr 16, 2026
CITADEL ADVISORS LLC History Added to 180,974 8,067 0.0% 0.0% 56 +62,215 52.39% Q1 2026 May 15, 2026
WASATCH ADVISORS LP History Added to 171,109 7,628 0.05% 0.01% 57 +140,117 452.11% Q1 2026 Apr 21, 2026
HRT FINANCIAL LP History Added to 166,121 7,405 0.02% 0.0% 58 +141,515 575.12% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 159,830 7,125 0.03% 0.0% 59 +148,954 1369.57% Q1 2026 May 13, 2026
Marex Group plc History Added to 159,100 7,092 0.04% 0.02% 60 +55,600 53.72% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 145,047 6,466 0.01% 0.01% 61 -14,480 -9.08% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 141,210 6,295 0.0% 0.0% 62 -6,281 -4.26% Q1 2026 May 15, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 139,793 6,231 1.12% 1.01% 63 -1,347 -0.95% Q1 2026 Apr 20, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 138,508 6,174 0.0% 0.0% 64 -101,924 -42.39% Q1 2026 May 04, 2026
UBS Group AG History Added to 137,479 6,128 0.0% 0.0% 65 +27,385 24.87% Q1 2026 May 05, 2026
MARSHALL WACE, LLP History Added to 125,494 5,594 0.01% 0.0% 66 +11,077 9.68% Q1 2026 May 14, 2026
SEVEN GRAND MANAGERS, LLC History Reduced 125,000 5,572 0.37% 0.73% 67 -125,000 -50.0% Q1 2026 May 06, 2026
Calamos Advisors LLC History Added to 110,114 4,908 0.02% 0.01% 68 +26,908 32.34% Q1 2026 May 04, 2026
MACKENZIE FINANCIAL CORP History Added to 105,976 4,724 0.01% 0.0% 69 +51,909 96.01% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 105,584 4,706 0.0% 0.0% 70 +5,683 5.69% Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 96,439 4,299 0.02% 71 +96,439 New Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 94,641 4,219 0.0% 0.0% 72 -156,894 -62.37% Q1 2026 May 12, 2026
Man Group plc History New 89,236 3,978 0.01% 73 +89,236 New Q1 2026 May 15, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 86,630 3,861 0.37% 0.36% 74 -11,600 -11.81% Q1 2026 Apr 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 86,225 3,843 0.0% 0.0% 75 +14,318 19.91% Q1 2026 May 14, 2026
Militia Capital Management LLC History New 85,531 3,812 0.86% 76 +85,531 New Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Added to 84,904 3,785 0.01% 0.0% 77 +10,330 13.85% Q1 2026 May 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 80,520 3,589 0.01% 0.01% 78 -140,267 -63.53% Q1 2026 May 14, 2026
Intrinsic Edge Capital Management LLC History New 80,000 3,566 0.59% 79 +80,000 New Q1 2026 May 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 76,716 3,419 0.0% 0.0% 80 +49,416 181.01% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 76,287 3,400 0.0% 0.0% 81 +37,728 97.84% Q1 2026 May 04, 2026
Massar Capital Management, LP History New 73,696 3,285 0.35% 82 +73,696 New Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 65,487 2,919 0.0% 0.0% 83 +243 0.37% Q1 2026 May 12, 2026
EPACRIA CAPITAL PARTNERS, LLC History Added to 65,400 2,915 2.26% 0.5% 84 +48,793 293.81% Q1 2026 May 15, 2026
Boston Partners History Added to 65,110 2,902 0.0% 0.0% 85 +14,971 29.86% Q1 2026 May 11, 2026
Squarepoint Ops LLC History Added to 64,101 2,857 0.0% 0.0% 87 +54,484 566.54% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 64,089 2,857 0.02% 0.02% 86 -8,408 -11.6% Q1 2026 May 04, 2026
FRANKLIN RESOURCES INC History Reduced 58,421 2,604 0.0% 0.0% 88 -1,998 -3.31% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 58,366 2,601 0.01% 0.0% 89 +37,287 176.89% Q1 2026 May 08, 2026
Mariner, LLC History Reduced 58,198 2,593 0.0% 0.0% 90 -3,990 -6.42% Q1 2026 May 13, 2026
Trexquant Investment LP History Reduced 51,395 2,291 0.02% 0.03% 91 -46,772 -47.65% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 49,346 2,199 0.0% 0.0% 92 +36,802 293.38% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 48,107 2,144 0.0% 0.08% 93 -1,257,348 -96.31% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 47,910 2,135 0.0% 0.01% 94 -448,650 -90.35% Q1 2026 May 06, 2026
Main Street Financial Solutions, LLC History No change 50,000 1,918 0.14% 0.14% 95 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 42,970 1,915 0.01% 0.0% 96 +4,766 12.48% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History New 42,000 1,872 0.0% 97 +42,000 New Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 39,512 1,761 0.0% 98 +39,512 New Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History New 39,441 1,758 0.0% 99 +39,441 New Q1 2026 May 18, 2026
Aquatic Capital Management LLC History New 36,518 1,627 0.05% 100 +36,518 New Q1 2026 May 15, 2026
Militia Capital Partners, LP History No change 40,000 1,534 0.58% 0.58% 101 0 0.0% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 30,850 1,375 0.0% 0.0% 102 +5,629 22.32% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 30,513 1,360 0.01% 0.01% 103 +190 0.63% Q1 2026 May 14, 2026
Jump Financial, LLC History Added to 29,885 1,332 0.02% 0.0% 104 +22,370 297.67% Q1 2026 May 14, 2026
Neo Ivy Capital Management History Added to 29,863 1,331 0.35% 0.02% 105 +26,425 768.62% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 27,955 1,246 0.0% 0.0% 106 -35,946 -56.25% Q1 2026 Jul 08, 2026
Sidoxia Capital Management, LLC History New 27,111 1,208 1.04% 107 +27,111 New Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Added to 25,961 1,157 0.01% 0.01% 108 +2,453 10.43% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 25,834 1,151 0.0% 0.0% 109 +220 0.86% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 25,110 1,119 0.0% 0.0% 110 -60,757 -70.76% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History New 25,015 1,115 0.0% 111 +25,015 New Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 22,761 1,014 0.0% 0.0% 112 +301 1.34% Q1 2026 May 14, 2026
Dauntless Investment Group, LLC History Reduced 20,322 905 0.6% 0.67% 113 -1,678 -7.63% Q1 2026 May 14, 2026
STRS OHIO History Reduced 19,700 878 0.0% 0.0% 114 -3,500 -15.09% Q1 2026 Apr 24, 2026
Sanctuary Advisors, LLC History Reduced 19,232 857 0.0% 0.01% 115 -6,032 -23.88% Q1 2026 May 05, 2026
Brooklyn Investment Group History New 18,775 836 0.03% 116 +18,775 New Q1 2026 Apr 29, 2026
State of Alaska, Department of Revenue History No change 17,330 772 0.01% 0.01% 117 0 0.0% Q1 2026 Apr 20, 2026
Alyeska Investment Group, L.P. History Reduced 16,913 753 0.0% 0.02% 118 -135,462 -88.9% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 16,810 749 0.0% 0.0% 119 +4,023 31.46% Q1 2026 May 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 15,797 704 0.03% 120 +15,797 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 15,359 684 0.01% 0.0% 121 +1,078 7.55% Q1 2026 Apr 29, 2026
CIBC WORLD MARKET INC. History No change 15,331 683 0.0% 0.0% 122 0 0.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Reduced 14,914 664 0.01% 0.01% 123 -7,672 -33.97% Q1 2026 May 15, 2026
Centiva Capital, LP History New 14,774 658 0.0% 124 +14,774 New Q1 2026 May 14, 2026
WINTON GROUP Ltd History New 13,474 600 0.02% 125 +13,474 New Q1 2026 May 12, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 13,060 582 0.09% 0.08% 126 0 0.0% Q1 2026 May 15, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 12,590 561 0.0% 0.0% 127 -176 -1.38% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 12,451 555 0.05% 0.02% 128 +7,186 136.49% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 12,182 543 0.0% 0.0% 129 -355 -2.83% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 11,987 534 0.0% 0.0% 130 -154 -1.27% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,786 525 0.01% 0.01% 131 -4,712 -28.56% Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History New 11,110 500 0.0% 132 +11,110 New Q1 2026 Apr 30, 2026
CHOREO, LLC History Added to 10,195 454 0.01% 0.01% 133 +27 0.27% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History New 9,983 445 0.0% 134 +9,983 New Q1 2026 Apr 22, 2026
Clear Harbor Asset Management, LLC History No change 9,577 426 0.03% 0.02% 135 0 0.0% Q1 2026 May 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 8,862 395 0.0% 0.0% 137 +1,001 12.73% Q1 2026 Apr 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 8,875 395 0.0% 0.0% 136 0 0.0% Q1 2026 May 12, 2026
Janney Capital Management LLC History No change 10,056 386 0.02% 0.02% 138 0 0.0% Q4 2025 Feb 11, 2026
Entropy Technologies, LP History New 8,497 378 0.02% 139 +8,497 New Q1 2026 May 14, 2026
ProShare Advisors LLC History Reduced 7,985 355 0.0% 0.0% 140 -2,087 -20.72% Q1 2026 Apr 24, 2026
Regal Partners Ltd History New 7,675 342 0.02% 141 +7,675 New Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 7,206 321 0.01% 0.0% 142 +3,967 122.48% Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History Reduced 6,700 298 0.05% 0.07% 143 -1,830 -21.45% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 5,950 265 0.01% 0.04% 144 -38,399 -86.58% Q1 2026 Apr 27, 2026
GSA CAPITAL PARTNERS LLP History New 5,933 264 0.02% 145 +5,933 New Q1 2026 May 08, 2026
Yorktown Management & Research Co Inc History No change 5,900 263 0.22% 0.18% 146 0 0.0% Q1 2026 Apr 20, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 4,878 260 0.01% 147 +4,878 New Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 5,760 256 0.0% 0.0% 148 -12,240 -68.0% Q1 2026 May 15, 2026
XTX Topco Ltd History New 5,720 254 0.0% 149 +5,720 New Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History New 5,396 240 0.0% 151 +5,396 New Q1 2026 May 14, 2026
US BANCORP \DE\ History No change 5,390 240 0.0% 0.0% 150 0 0.0% Q1 2026 May 14, 2026
Pale Fire Capital SE History New 5,368 239 0.02% 152 +5,368 New Q1 2026 May 14, 2026
XPONANCE LLC History New 4,990 222 0.0% 153 +4,990 New Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 4,930 219 0.0% 154 +4,930 New Q1 2026 May 15, 2026
Abel Hall, LLC History New 4,795 213 0.05% 155 +4,795 New Q1 2026 Apr 28, 2026
Ponta Wealth Partners, LLC History New 4,762 212 0.17% 156 +4,762 New Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History No change 4,498 200 0.01% 0.01% 157 0 0.0% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 4,438 197 0.0% 0.0% 158 +2,074 87.73% Q1 2026 May 11, 2026
CWM, LLC History Added to 3,643 162 0.0% 0.0% 159 +635 21.11% Q1 2026 May 14, 2026
BESSEMER GROUP INC History No change 3,260 145 0.0% 0.0% 160 0 0.0% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,982 132 0.0% 0.0% 161 -410 -12.09% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 2,588 111 0.0% 0.0% 162 +346 15.43% Q1 2026 Apr 07, 2026
Larson Financial Group LLC History Added to 2,419 107 0.0% 0.0% 163 +1,311 118.32% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 2,243 99 0.0% 0.0% 164 0 0.0% Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 1,209 53 0.0% 0.0% 165 +571 89.5% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,087 48 0.0% 0.0% 166 +211 24.09% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,081 48 0.0% 0.0% 167 +22 2.08% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 1,043 46 0.0% 0.0% 168 -137 -11.61% Q1 2026 May 14, 2026
VESTOR CAPITAL, LLC History New 1,000 45 0.0% 170 +1,000 New Q1 2026 May 21, 2026
EverSource Wealth Advisors, LLC History Added to 1,011 45 0.0% 0.0% 169 +106 11.71% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 858 38 0.0% 0.0% 171 +493 135.07% Q1 2026 Apr 28, 2026
Sterling Capital Management LLC History Reduced 822 36 0.0% 0.0% 172 -434 -34.55% Q1 2026 Apr 22, 2026
Smartleaf Asset Management LLC History Added to 597 26 0.0% 0.0% 173 +15 2.58% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History New 539 24 0.0% 175 +539 New Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 566 24 0.0% 0.0% 174 +246 76.88% Q1 2026 May 15, 2026
Stone House Investment Management, LLC History Added to 501 22 0.0% 0.0% 176 +115 29.79% Q1 2026 Apr 22, 2026
Wilmington Savings Fund Society, FSB History Added to 441 19 0.0% 0.0% 177 +157 55.28% Q1 2026 Apr 30, 2026
GAMMA Investing LLC History Added to 341 15 0.0% 0.0% 178 +175 105.42% Q1 2026 Apr 06, 2026
Kemnay Advisory Services Inc. History New 336 14 0.0% 181 +336 New Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 336 14 0.0% 0.0% 179 +209 164.57% Q1 2026 May 13, 2026
Park Place Capital Corp History Reduced 321 14 0.0% 0.0% 180 -57 -15.08% Q1 2026 Apr 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 280 12 0.0% 0.0% 182 0 0.0% Q1 2026 Apr 30, 2026
SBI Securities Co., Ltd. History Reduced 269 11 0.0% 0.0% 183 -30 -10.03% Q1 2026 Apr 27, 2026
Advisory Services Network, LLC History New 228 10 0.0% 184 +228 New Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 204 9 0.0% 0.0% 186 +174 580.0% Q1 2026 Jun 02, 2026
SIGNATUREFD, LLC History Reduced 216 9 0.0% 0.0% 185 -58 -21.17% Q1 2026 Apr 07, 2026
MAI Capital Management History Added to 175 7 0.0% 0.0% 187 +124 243.14% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 168 7 0.0% 0.0% 188 +113 205.45% Q1 2026 May 14, 2026
Root Financial Partners, LLC History New 122 5 0.0% 189 +122 New Q1 2026 Apr 24, 2026
MassMutual Private Wealth & Trust, FSB History No change 82 3 0.0% 0.0% 190 0 0.0% Q1 2026 Apr 13, 2026
WealthCollab, LLC History No change 75 3 0.0% 0.0% 191 0 0.0% Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History New 58 2 0.0% 195 +58 New Q1 2026 May 11, 2026
BROWN, LISLE/CUMMINGS, INC. History New 56 2 0.0% 194 +56 New Q1 2026 Apr 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 67 2 0.0% 0.0% 192 +3 4.69% Q1 2026 May 07, 2026
ASSETMARK, INC History No change 46 2 0.0% 0.0% 193 0 0.0% Q1 2026 May 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 34 1 0.0% 198 +21 161.54% Q1 2026 Apr 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 29 1 0.0% 0.0% 196 0 0.0% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 37 1 0.0% 0.0% 197 0 0.0% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 34 1 0.0% 0.0% 199 0 0.0% Q4 2025 Feb 06, 2026
Portolan Capital Management, LLC History Closed out 0 0 0.86% -418,745 -100.0% Q1 2026 May 15, 2026
North Reef Capital Management LP History Closed out 0 0 0.29% -190,000 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -82,779 -100.0% Q1 2026 May 15, 2026
FJ Capital Management LLC History Closed out 0 0 0.34% -81,199 -100.0% Q1 2026 May 15, 2026
Cinctive Capital Management LP History Closed out 0 0 0.1% -50,000 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.05% -36,535 -100.0% Q1 2026 May 13, 2026
Sparta 24 Ltd. History Closed out 0 0 1.07% -32,581 -100.0% Q1 2026 May 06, 2026
Laurion Capital Management LP History Closed out 0 0 0.03% -20,710 -100.0% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -17,995 -100.0% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -14,505 -100.0% Q1 2026 May 05, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -13,116 -100.0% Q1 2026 Apr 27, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -12,068 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -9,881 -100.0% Q1 2026 May 15, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.03% -8,970 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -7,647 -100.0% Q1 2026 May 14, 2026
Amundi History Closed out 0 0 0.0% -7,489 -100.0% Q1 2026 May 15, 2026
Transcendent Capital Group LLC History Closed out 0 0 0.12% -6,661 -100.0% Q1 2026 Apr 27, 2026
Verdence Capital Advisors LLC History Closed out 0 0 0.01% -6,363 -100.0% Q1 2026 Apr 30, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -6,116 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,731 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -1,135 -100.0% Q1 2026 May 13, 2026
Bell Investment Advisors, Inc History Reduced 21 0 0.0% -96 -82.05% Q1 2026 Apr 17, 2026
Covestor Ltd History Reduced 4 0 0.0% -52 -92.86% Q1 2026 May 05, 2026
Physician Wealth Advisors, Inc. History New 6 0 +6 New Q1 2026 Apr 24, 2026
Freestone Grove Partners LP History New 1 0 +1 New Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 19 0 0 0.0% Q1 2026 May 07, 2026
UMB Bank, n.a. History No change 18 0 0 0.0% Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 23 0 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History No change 18 0 0 0.0% Q1 2026 Apr 13, 2026
Bogart Wealth, LLC History No change 12 0 0 0.0% Q1 2026 Apr 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8 0 0 0.0% Q1 2026 May 11, 2026
True Wealth Design, LLC History No change 6 0 0 0.0% Q1 2026 Apr 13, 2026
Essential Partners LLC History No change 17 0 0 0.0% Q1 2026 May 21, 2026