NATIONAL GRID PLC - NGG

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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Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Reduced 5,658,452 478,705 0.03% 0.03% 1 -735,516 -11.5% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,481,010 379,093 0.03% 0.03% 2 -408,848 -8.36% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 3,362,071 284,431 0.02% 0.01% 3 +1,162,552 52.85% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 2,267,465 191,828 0.27% 0.24% 4 +80,107 3.66% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 2,197,115 185,875 0.02% 0.02% 5 +95,235 4.53% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,168,755 183,476 0.29% 0.29% 6 -246,531 -10.21% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Reduced 2,142,131 181,224 0.29% 0.41% 7 -1,027,275 -32.41% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,157,622 176,753 0.08% 0.0% 8 +2,149,783 27424.2% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 2,058,184 174,122 0.03% 0.03% 9 -255,261 -11.03% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 2,058,048 172,238 0.01% 0.01% 10 -65,341 -3.08% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,844,307 156,028 0.36% 0.05% 11 +1,619,023 718.66% Q1 2026 May 11, 2026
MILFORD FUNDS LTD History Reduced 1,773,663 150,051 3.14% 3.6% 12 -594,898 -25.12% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,640,438 138,781 0.04% 0.04% 13 -178,423 -9.81% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,357,833 114,861 0.04% 0.04% 14 -345,871 -20.3% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,341,075 113,454 0.02% 0.02% 15 -289,868 -17.77% Q1 2026 May 11, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 1,312,011 110,998 0.79% 0.46% 16 +531,537 68.1% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 1,292,294 109,328 0.0% 0.0% 17 +113,029 9.58% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 1,153,456 97,582 0.01% 0.01% 18 -98,171 -7.84% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 1,061,874 89,834 0.03% 0.01% 19 +603,711 131.77% Q1 2026 May 13, 2026
Standard Investments LLC History Reduced 987,100 83,508 4.57% 9.58% 20 -1,492,900 -60.2% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 891,393 75,411 0.02% 0.01% 21 +15,958 1.82% Q1 2026 May 07, 2026
LPL Financial LLC History Reduced 879,068 74,369 0.02% 0.02% 22 -162,028 -15.56% Q1 2026 May 06, 2026
Clark Capital Management Group, Inc. History Reduced 862,160 72,938 0.45% 0.44% 23 -58,561 -6.36% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 829,330 70,161 0.01% 0.01% 24 +282,070 51.54% Q1 2026 May 15, 2026
Cullen Capital Management, LLC History Added to 794,204 67,189 0.69% 0.64% 25 +32,229 4.23% Q1 2026 May 15, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 538,761 45,579 0.56% 0.76% 26 -170,724 -24.06% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 463,904 39,045 0.01% 0.0% 27 +224,123 93.47% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 444,507 37,605 0.03% 0.03% 28 +3,649 0.83% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 419,866 35,520 0.02% 0.01% 29 +106,842 34.13% Q1 2026 May 15, 2026
ABC ARBITRAGE SA History Added to 355,114 30,042 3.99% 2.26% 30 +42,912 13.74% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Added to 338,910 28,671 0.0% 0.0% 31 +336,110 12003.93% Q1 2026 May 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 326,853 27,651 0.01% 0.01% 32 +80,810 32.84% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 306,450 25,925 0.02% 0.02% 33 -51,503 -14.39% Q1 2026 May 12, 2026
UBS Group AG History Added to 302,745 25,612 0.0% 0.0% 34 +62,725 26.13% Q1 2026 May 05, 2026
Bank of New York Mellon Corp History Reduced 301,715 25,525 0.0% 0.0% 35 -45,455 -13.09% Q1 2026 May 05, 2026
BARCLAYS PLC History Added to 274,104 23,189 0.01% 0.0% 36 +229,818 518.94% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 269,843 22,828 0.01% 0.0% 37 +73,526 37.45% Q1 2026 Apr 30, 2026
Quantinno Capital Management LP History Added to 268,822 22,742 0.04% 0.03% 38 +58,057 27.55% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 255,475 21,613 0.02% 0.0% 39 +221,773 658.04% Q1 2026 May 15, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 251,502 21,277 0.29% 40 +251,502 New Q1 2026 May 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 248,389 21,013 0.0% 0.0% 41 +204,503 465.99% Q1 2026 May 15, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 214,700 18,163 0.66% 0.63% 42 -30,200 -12.33% Q1 2026 May 06, 2026
Beck Bode, LLC History New 212,922 18,013 3.05% 43 +212,922 New Q1 2026 May 07, 2026
Point72 Asset Management, L.P. History Added to 194,061 16,417 0.02% 0.0% 44 +161,510 496.18% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 188,674 15,961 0.0% 0.0% 45 +25,770 15.82% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 186,271 15,758 0.02% 0.02% 46 +48,762 35.46% Q1 2026 May 15, 2026
HENNESSY ADVISORS INC History Added to 180,944 15,307 0.55% 0.5% 47 +300 0.17% Q1 2026 Apr 21, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 174,885 15,287 0.01% 0.0% 48 +6,400 3.8% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 179,141 15,155 0.02% 0.02% 49 -48,562 -21.33% Q1 2026 Apr 27, 2026
Guardian Partners Inc. History Reduced 171,170 14,521 1.21% 1.22% 50 -2,369 -1.37% Q1 2026 May 15, 2026
Creative Planning History Added to 163,238 13,809 0.01% 0.01% 51 +26,432 19.32% Q1 2026 May 12, 2026
Invesco Ltd. History Reduced 161,787 13,687 0.0% 0.01% 52 -274,835 -62.95% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 150,752 12,753 0.01% 0.01% 53 +3,029 2.05% Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 142,648 12,068 0.21% 0.03% 54 +127,221 824.66% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 137,195 11,606 0.03% 0.02% 55 +61,645 81.59% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 134,707 11,396 0.13% 0.14% 56 -14,251 -9.57% Q1 2026 Apr 23, 2026
Clearbridge Investments, LLC History Reduced 131,394 11,115 0.01% 0.01% 57 -3,965 -2.93% Q1 2026 May 13, 2026
Tidal Investments LLC History New 122,565 10,257 0.02% 58 +122,565 New Q1 2026 May 15, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 120,490 10,193 0.28% 0.23% 59 +22,898 23.46% Q1 2026 Apr 20, 2026
GABELLI FUNDS LLC History No change 119,500 10,109 0.07% 0.06% 60 0 0.0% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Reduced 116,208 9,831 0.04% 0.04% 61 -21,657 -15.71% Q1 2026 May 11, 2026
Crossmark Global Holdings, Inc. History Reduced 110,948 9,386 0.14% 0.14% 62 -15,010 -11.92% Q1 2026 May 11, 2026
LMR Partners LLP History New 107,901 9,128 0.02% 63 +107,901 New Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 101,742 8,607 0.09% 0.05% 64 +41,783 69.69% Q1 2026 Apr 27, 2026
MML INVESTORS SERVICES, LLC History Reduced 100,890 8,535 0.02% 0.02% 65 -26,398 -20.74% Q1 2026 May 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 100,601 8,510 0.0% 0.0% 66 +37,808 60.21% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Added to 97,205 8,223 0.01% 0.01% 67 +6,072 6.66% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 92,221 7,801 0.01% 0.01% 68 +1,565 1.73% Q1 2026 Apr 27, 2026
M. Kulyk & Associates, LLC History Added to 91,129 7,709 1.44% 1.29% 69 +4,061 4.66% Q1 2026 May 06, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 90,791 7,680 0.06% 70 +90,791 New Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Reduced 89,074 7,536 0.02% 0.02% 71 -15,853 -15.11% Q1 2026 Apr 22, 2026
Campbell & CO Investment Adviser LLC History New 88,246 7,465 0.43% 72 +88,246 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 85,708 7,250 0.0% 0.0% 73 +68,338 393.43% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 84,142 7,045 0.01% 0.02% 74 -130,773 -60.85% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 81,407 6,887 0.0% 0.0% 75 +30,402 59.61% Q1 2026 May 15, 2026
Twin Tree Management, LP History Reduced 78,900 6,674 0.14% 0.2% 76 -218,600 -73.48% Q1 2026 May 14, 2026
&PARTNERS History Reduced 77,735 6,466 0.03% 0.03% 77 -7,513 -8.81% Q1 2026 May 15, 2026
CIDEL ASSET MANAGEMENT INC History Added to 74,718 6,321 0.34% 0.39% 78 +3,561 5.0% Q1 2026 Apr 17, 2026
Ramirez Asset Management, Inc. History Added to 74,169 6,293 0.76% 0.67% 79 +8,561 13.05% Q1 2026 May 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 73,003 6,176 0.4% 0.41% 80 -40,760 -35.83% Q1 2026 May 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 70,657 5,977 0.03% 0.03% 81 +8,690 14.02% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 69,228 5,856 0.11% 0.01% 82 +66,014 2053.95% Q1 2026 Apr 27, 2026
DAVENPORT & Co LLC History Reduced 68,389 5,785 0.03% 0.04% 83 -25,663 -27.29% Q1 2026 Apr 15, 2026
Gilman Hill Asset Management, LLC History Added to 67,222 5,686 0.86% 0.79% 84 +2,640 4.09% Q1 2026 Apr 08, 2026
M&T BANK CORP History Reduced 66,269 5,606 0.02% 0.02% 85 -1,174 -1.74% Q1 2026 May 12, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 65,697 5,557 0.77% 0.66% 86 +1,923 3.02% Q1 2026 May 07, 2026
Neuberger Berman Group LLC History Added to 65,629 5,552 0.0% 0.0% 87 +17,984 37.75% Q1 2026 May 14, 2026
Atria Investments, Inc History Reduced 63,214 5,347 0.06% 0.07% 88 -16,648 -20.85% Q1 2026 May 05, 2026
Gradient Investments LLC History Added to 61,308 5,186 0.08% 0.03% 89 +37,025 152.47% Q1 2026 Apr 13, 2026
Sanctuary Advisors, LLC History Reduced 59,068 4,997 0.03% 0.03% 90 -5,671 -8.76% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Added to 58,969 4,989 0.01% 0.0% 91 +17,202 41.19% Q1 2026 May 15, 2026
Mariner, LLC History Added to 58,674 4,962 0.01% 0.01% 92 +3,602 6.54% Q1 2026 May 13, 2026
PITTENGER & ANDERSON INC History No change 57,145 4,834 0.19% 0.17% 93 0 0.0% Q1 2026 May 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 55,270 4,675 0.0% 0.0% 94 -6,722 -10.84% Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 54,346 4,597 0.1% 0.13% 95 -22,086 -28.9% Q1 2026 Apr 27, 2026
First Bank & Trust History Reduced 53,949 4,564 0.74% 0.68% 96 -313 -0.58% Q1 2026 Apr 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 53,905 4,560 0.01% 0.01% 97 +9,815 22.26% Q1 2026 May 15, 2026
CIBC Asset Management Inc History Reduced 52,906 4,473 0.01% 0.01% 98 -19,154 -26.58% Q1 2026 May 12, 2026
HighTower Advisors, LLC History Added to 52,333 4,427 0.0% 0.0% 99 +2,317 4.63% Q1 2026 May 05, 2026
PARK AVENUE SECURITIES LLC History New 51,243 4,335 0.03% 100 +51,243 New Q1 2026 Apr 07, 2026
Old Port Advisors History Added to 50,981 4,313 0.99% 0.96% 101 +456 0.9% Q1 2026 Apr 06, 2026
CIBC WORLD MARKET INC. History Added to 50,415 4,265 0.01% 0.01% 102 +1,422 2.9% Q1 2026 May 14, 2026
Cerity Partners LLC History Added to 50,094 4,238 0.01% 0.01% 103 +3,956 8.57% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 49,466 4,184 0.12% 0.08% 104 +13,006 35.67% Q1 2026 May 15, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 48,766 4,125 0.05% 0.05% 105 -12,191 -20.0% Q1 2026 May 05, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 47,549 4,022 0.66% 0.61% 106 -294 -0.61% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Reduced 46,527 3,936 0.03% 0.03% 107 -3,308 -6.64% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 45,874 3,881 0.06% 0.04% 108 +10,567 29.93% Q1 2026 May 01, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 45,167 3,824 0.0% 0.0% 109 -2,489 -5.22% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 45,075 3,814 0.0% 110 +45,075 New Q1 2026 May 15, 2026
Brooklyn Investment Group History Added to 44,641 3,776 0.12% 0.1% 111 +16,156 56.72% Q1 2026 Apr 29, 2026
Callan Family Office, LLC History Reduced 43,925 3,716 0.08% 0.08% 112 -2,015 -4.39% Q1 2026 May 13, 2026
OLD MISSION CAPITAL LLC History New 42,039 3,556 0.06% 113 +42,039 New Q1 2026 May 15, 2026
1832 Asset Management L.P. History Added to 41,573 3,517 0.0% 0.0% 114 +1,996 5.04% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 41,170 3,482 0.02% 0.04% 115 -72,555 -63.8% Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 40,701 3,443 0.01% 0.01% 116 -11,946 -22.69% Q1 2026 May 06, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 39,650 3,354 0.03% 0.03% 117 -721 -1.79% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 39,476 3,339 0.09% 0.0% 118 +39,353 31994.31% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Added to 39,365 3,330 0.03% 0.02% 119 +16,355 71.08% Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 38,448 3,252 0.04% 0.05% 120 -10,814 -21.95% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 36,787 3,112 0.09% 0.08% 121 +809 2.25% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 35,378 2,992 0.0% 0.0% 122 -2,833 -7.41% Q1 2026 May 14, 2026
Farringdon Capital, Ltd. History Reduced 33,526 2,836 0.62% 0.87% 123 -12,557 -27.25% Q1 2026 May 15, 2026
JCIC Asset Management Inc. History Added to 32,180 2,722 0.83% 0.72% 124 +1,590 5.2% Q1 2026 Apr 13, 2026
Entropy Technologies, LP History Added to 31,905 2,699 0.12% 0.05% 125 +19,993 167.84% Q1 2026 May 14, 2026
Centiva Capital, LP History New 31,495 2,664 0.02% 126 +31,495 New Q1 2026 May 14, 2026
Henry James International Management Inc. History Added to 30,701 2,597 0.94% 0.74% 127 +432 1.43% Q1 2026 Apr 10, 2026
Focus Partners Wealth History Added to 29,621 2,510 0.0% 0.0% 128 +52 0.18% Q1 2026 May 14, 2026
Ethic Inc. History Reduced 28,636 2,422 0.04% 0.05% 131 -15,801 -35.56% Q1 2026 Apr 27, 2026
FULTON BANK, N.A. History Reduced 28,634 2,422 0.09% 0.11% 129 -11,490 -28.64% Q1 2026 Apr 24, 2026
Northside Capital Management, LLC History Reduced 28,635 2,422 0.21% 0.2% 130 -1,694 -5.59% Q1 2026 Apr 10, 2026
AMG National Trust Bank History Added to 27,968 2,366 0.05% 0.05% 132 +347 1.26% Q1 2026 May 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 26,699 2,349 0.0% 0.0% 133 -14,857 -35.75% Q1 2026 Apr 08, 2026
Kestra Advisory Services, LLC History Reduced 26,940 2,279 0.01% 0.01% 134 -5,738 -17.56% Q1 2026 Apr 30, 2026
FIRST TRUST ADVISORS LP History Added to 26,665 2,255 0.0% 0.0% 135 +8,162 44.11% Q1 2026 May 13, 2026
Bollard Group LLC History Added to 26,342 2,229 0.07% 0.04% 136 +3,387 14.75% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 26,198 2,216 0.0% 0.0% 137 +5,502 26.58% Q1 2026 May 08, 2026
Perpetual Ltd History Reduced 25,964 2,196 0.03% 0.03% 138 -4,376 -14.42% Q1 2026 Apr 14, 2026
RHUMBLINE ADVISERS History Added to 23,832 2,016 0.0% 0.0% 139 +49 0.21% Q1 2026 May 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 23,661 2,001 0.03% 0.03% 140 -203 -0.85% Q1 2026 May 05, 2026
Raleigh Capital Management Inc. History Reduced 23,593 1,996 0.69% 0.95% 141 -10,334 -30.46% Q1 2026 Apr 28, 2026
Vise Technologies, Inc. History No change 25,655 1,984 0.04% 0.04% 142 0 0.0% Q1 2026 Apr 21, 2026
SIGNATUREFD, LLC History Added to 23,263 1,968 0.03% 0.03% 143 +876 3.91% Q1 2026 Apr 07, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 23,256 1,967 0.01% 0.02% 144 -32,905 -58.59% Q1 2026 Apr 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 23,174 1,960 0.0% 0.0% 145 -1,420 -5.77% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Reduced 22,643 1,915 0.0% 0.0% 146 -775 -3.31% Q1 2026 May 05, 2026
IEQ CAPITAL, LLC History Added to 22,497 1,903 0.01% 0.0% 147 +2,666 13.44% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 22,100 1,869 0.0% 0.0% 148 -14,418 -39.48% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,835 1,847 0.0% 0.0% 149 -177 -0.8% Q1 2026 Apr 30, 2026
Walleye Trading LLC History Added to 21,800 1,844 0.0% 0.0% 150 +15,821 264.61% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Added to 21,343 1,805 0.0% 0.0% 151 +5,177 32.02% Q1 2026 May 14, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 21,300 1,801 0.04% 0.04% 152 -258 -1.2% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Reduced 21,160 1,790 0.18% 0.22% 154 -7,331 -25.73% Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 21,163 1,790 0.02% 0.01% 153 +1,126 5.62% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 20,946 1,772 0.0% 0.0% 155 +17,539 514.79% Q1 2026 May 13, 2026
Bleakley Financial Group, LLC History Reduced 20,901 1,768 0.03% 0.03% 156 -463 -2.17% Q1 2026 May 04, 2026
FLOW TRADERS U.S. LLC History Added to 20,772 1,757 0.06% 0.04% 157 +3,621 21.11% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 20,112 1,746 0.01% 0.0% 158 +17,850 789.12% Q1 2026 May 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 20,598 1,742 0.03% 0.02% 159 +2,267 12.37% Q1 2026 May 13, 2026
CAPITAL FUND MANAGEMENT S.A. History New 20,420 1,727 0.01% 160 +20,420 New Q1 2026 May 14, 2026
Naviter Wealth, LLC History Added to 20,177 1,706 0.21% 0.2% 161 +883 4.58% Q1 2026 Apr 10, 2026
Abel Hall, LLC History Added to 19,926 1,685 0.36% 0.29% 162 +3,907 24.39% Q1 2026 Apr 28, 2026
First Pacific Financial History Added to 19,747 1,670 0.22% 0.12% 163 +8,080 69.26% Q1 2026 Apr 23, 2026
TD ASSET MANAGEMENT INC History Reduced 19,567 1,655 0.0% 0.0% 164 -1,341 -6.41% Q1 2026 May 11, 2026
Verdence Capital Advisors LLC History Reduced 19,504 1,650 0.1% 0.13% 165 -8,012 -29.12% Q1 2026 Apr 30, 2026
Sequoia Financial Advisors, LLC History Added to 19,305 1,633 0.01% 0.01% 166 +474 2.52% Q1 2026 Apr 30, 2026
Quantbot Technologies LP History New 19,024 1,609 0.07% 167 +19,024 New Q1 2026 May 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 18,376 1,554 0.4% 0.06% 168 +14,794 413.01% Q1 2026 May 15, 2026
INTRUST BANK NA History Reduced 18,048 1,526 0.12% 0.12% 169 -365 -1.98% Q1 2026 May 06, 2026
DRW Securities, LLC History New 17,143 1,450 0.02% 170 +17,143 New Q1 2026 May 13, 2026
REGIONS FINANCIAL CORP History Reduced 16,715 1,414 0.01% 0.01% 171 -2,043 -10.89% Q1 2026 May 05, 2026
CITIGROUP INC History Reduced 16,524 1,397 0.0% 0.0% 172 -2,142 -11.48% Q1 2026 May 11, 2026
Lido Advisors, LLC History Added to 16,500 1,396 0.0% 0.0% 173 +10,333 167.55% Q1 2026 May 13, 2026
Retirement Planning Co of New England, Inc. History Added to 16,513 1,396 0.57% 0.51% 174 +66 0.4% Q1 2026 May 08, 2026
SYON CAPITAL LLC History Added to 16,482 1,394 0.07% 0.06% 175 +101 0.62% Q1 2026 May 13, 2026
Integrated Wealth Concepts LLC History Added to 16,459 1,392 0.01% 0.01% 176 +4,852 41.8% Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 16,190 1,369 0.02% 177 +16,190 New Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 16,163 1,367 0.03% 0.03% 178 +62 0.39% Q1 2026 May 11, 2026
Walleye Capital LLC History New 16,148 1,366 0.01% 179 +16,148 New Q1 2026 May 13, 2026
Summit Global Investments History Reduced 15,678 1,326 0.08% 0.14% 180 -15,946 -50.42% Q1 2026 May 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 15,521 1,313 0.03% 0.02% 181 +1,429 10.14% Q1 2026 May 14, 2026
CWM, LLC History Reduced 15,106 1,277 0.0% 0.0% 182 -4,077 -21.25% Q1 2026 May 14, 2026
Qtron Investments LLC History Added to 15,016 1,270 0.17% 0.13% 183 +2,074 16.03% Q1 2026 May 15, 2026
Compound Planning, Inc. History Added to 14,947 1,264 0.04% 0.03% 184 +433 2.98% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 14,677 1,241 0.01% 0.01% 186 +1,232 9.16% Q1 2026 Apr 27, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 14,673 1,241 0.23% 0.2% 185 +380 2.66% Q1 2026 May 01, 2026
Aaron Wealth Advisors LLC History Added to 14,572 1,232 0.07% 0.04% 187 +5,867 67.4% Q1 2026 Apr 21, 2026
Allspring Global Investments Holdings, LLC History Added to 14,133 1,227 0.0% 0.0% 188 +2,376 20.21% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Added to 14,328 1,212 0.01% 0.0% 189 +928 6.93% Q1 2026 Apr 24, 2026
CHOREO, LLC History Added to 14,214 1,202 0.01% 0.01% 190 +100 0.71% Q1 2026 May 12, 2026
Lester Murray Antman dba SimplyRich History Added to 13,810 1,168 0.3% 0.28% 191 +47 0.34% Q1 2026 May 01, 2026
LOM Asset Management Ltd History Added to 13,249 1,120 0.32% 0.29% 192 +425 3.31% Q1 2026 May 05, 2026
GUGGENHEIM CAPITAL LLC History Added to 12,742 1,077 0.01% 0.01% 193 +1,225 10.64% Q1 2026 May 15, 2026
Herold Advisors, Inc. History Added to 12,629 1,068 0.23% 0.21% 194 +462 3.8% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Reduced 12,416 1,050 0.01% 0.01% 195 -1,752 -12.37% Q1 2026 Apr 20, 2026
Manske Wealth Management History Reduced 12,382 1,047 0.29% 0.29% 196 -106 -0.85% Q1 2026 Apr 30, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 12,297 1,040 0.42% 0.39% 197 +281 2.34% Q1 2026 Apr 24, 2026
Argent Trust Co History Reduced 12,189 1,031 0.03% 0.03% 198 -966 -7.34% Q1 2026 May 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 12,179 1,030 0.05% 0.05% 199 -50 -0.41% Q1 2026 Apr 13, 2026
TWO SIGMA ADVISERS, LP History No change 13,300 1,028 0.0% 0.0% 200 0 0.0% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 12,141 1,027 0.13% 0.12% 201 -280 -2.25% Q1 2026 May 05, 2026
BAILARD, INC. History Added to 12,064 1,020 0.02% 0.02% 202 +2,169 21.92% Q1 2026 May 11, 2026
Strategic Investment Advisors / MI History New 12,041 1,018 0.07% 203 +12,041 New Q1 2026 May 18, 2026
ROMANO BROTHERS AND COMPANY History No change 11,986 1,014 0.12% 0.11% 204 0 0.0% Q1 2026 Apr 21, 2026
NewEdge Wealth, LLC History Reduced 11,977 1,013 0.01% 0.01% 205 -2,759 -18.72% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 11,890 1,005 0.0% 207 +11,890 New Q1 2026 May 14, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 11,889 1,005 0.03% 0.03% 206 -453 -3.67% Q1 2026 May 13, 2026
GeoWealth Management, LLC History Added to 11,832 1,001 0.04% 0.03% 208 +3,051 34.75% Q1 2026 May 13, 2026
SG Trading Solutions, LLC History No change 12,920 999 0.23% 0.23% 209 0 0.0% Q4 2025 Feb 24, 2026
Virtu Financial LLC History New 11,748 994 0.04% 210 +11,748 New Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 11,666 986 0.01% 0.0% 211 +7,269 165.32% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Added to 11,621 983 0.01% 0.0% 212 +4,847 71.55% Q1 2026 May 05, 2026
NATURAL INVESTMENTS, LLC History No change 11,617 982 0.24% 0.22% 213 0 0.0% Q1 2026 May 01, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 11,604 981 0.0% 0.0% 214 +4,793 70.37% Q1 2026 Apr 24, 2026
MGO ONE SEVEN LLC History Added to 11,602 981 0.02% 0.02% 215 +1,921 19.84% Q1 2026 May 14, 2026
Calamos Advisors LLC History Reduced 11,588 980 0.0% 0.0% 216 -125 -1.07% Q1 2026 May 04, 2026
Code Waechter LLC History Reduced 11,536 975 0.58% 0.59% 217 -258 -2.19% Q1 2026 Apr 15, 2026
Smartleaf Asset Management LLC History Added to 11,345 949 0.03% 0.03% 218 +1,876 19.81% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 11,124 941 0.0% 0.0% 219 +234 2.15% Q1 2026 May 13, 2026
STATE STREET CORP History No change 10,953 926 0.0% 0.0% 220 0 0.0% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Reduced 10,886 920 0.05% 0.04% 221 -74 -0.68% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 10,823 915 0.01% 222 +10,823 New Q1 2026 May 14, 2026
GC Wealth Management RIA, LLC History Added to 10,709 905 0.04% 0.02% 223 +2,282 27.08% Q1 2026 May 14, 2026
PFG Investments, LLC History Added to 10,489 887 0.04% 0.03% 224 +1,064 11.29% Q1 2026 Apr 27, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 10,423 881 0.13% 0.16% 225 -5,140 -33.03% Q1 2026 May 01, 2026
Generali Investments CEE, investicni spolecnost, a.s. History New 51,723 868 0.05% 226 +51,723 New Q1 2026 Apr 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 10,243 866 0.0% 0.0% 227 -110 -1.06% Q1 2026 May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 9,999 845 0.01% 0.01% 228 0 0.0% Q1 2026 Apr 24, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 9,806 829 0.01% 0.01% 229 +1,299 15.27% Q1 2026 Apr 20, 2026
Stratos Wealth Partners, LTD. History Reduced 9,721 822 0.01% 0.01% 230 -861 -8.14% Q1 2026 Apr 28, 2026
GM Advisory Group, LLC History New 9,715 821 0.03% 231 +9,715 New Q1 2026 Apr 28, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 9,620 813 0.27% 0.24% 232 +165 1.75% Q1 2026 Apr 22, 2026
BKM Wealth Management, LLC History Added to 9,600 812 0.3% 0.22% 233 +1,956 25.59% Q1 2026 Apr 22, 2026
SBI Securities Co., Ltd. History Added to 9,592 811 0.02% 0.02% 234 +25 0.26% Q1 2026 Apr 27, 2026
Mystic Asset Management, Inc. History Reduced 9,481 802 0.19% 0.17% 235 -249 -2.56% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 10,229 791 0.0% 0.0% 236 0 0.0% Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History Added to 9,321 788 0.19% 0.17% 237 +139 1.51% Q1 2026 Apr 08, 2026
Prospera Financial Services Inc History Added to 9,282 785 0.01% 0.0% 238 +5,390 138.49% Q1 2026 Apr 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 9,232 781 0.02% 0.02% 239 +2,770 42.87% Q1 2026 Apr 27, 2026
B. Riley Wealth Advisors, Inc. History Reduced 9,278 776 0.05% 0.04% 240 -1,390 -13.03% Q1 2026 Apr 24, 2026
CIBC Bancorp USA Inc. History New 8,666 775 0.0% 241 +8,666 New Q1 2026 May 12, 2026
AE Wealth Management LLC History Reduced 8,997 761 0.0% 0.0% 242 -1,783 -16.54% Q1 2026 May 13, 2026
Snowden Capital Advisors LLC History Added to 8,992 760 0.02% 0.02% 243 +711 8.59% Q1 2026 May 14, 2026
Barry Investment Advisors, LLC History Reduced 8,845 748 0.16% 0.15% 244 -27 -0.3% Q1 2026 Apr 23, 2026
GLENMEDE TRUST CO NA History Added to 8,833 747 0.0% 0.0% 245 +268 3.13% Q1 2026 May 26, 2026
Summit Trail Advisors, LLC History New 8,823 746 0.01% 246 +8,823 New Q1 2026 May 12, 2026
Versant Capital Management, Inc History Added to 8,803 744 0.07% 0.07% 247 +1,356 18.21% Q1 2026 Apr 06, 2026
Global Retirement Partners, LLC History No change 9,616 743 0.01% 0.01% 248 0 0.0% Q4 2025 Feb 06, 2026
World Investment Advisors History Reduced 8,754 740 0.01% 0.01% 249 -1,198 -12.04% Q1 2026 Apr 27, 2026
PLIMOTH TRUST CO LLC History Reduced 8,700 736 0.16% 0.15% 250 -115 -1.3% Q1 2026 Apr 27, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 8,566 724 0.07% 0.08% 251 +864 11.22% Q1 2026 May 14, 2026
Cape Investment Advisory, Inc. History Reduced 8,569 724 0.24% 0.21% 252 -245 -2.78% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History New 8,531 721 0.08% 253 +8,531 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 8,426 712 0.0% 0.0% 254 +1,395 19.84% Q1 2026 May 07, 2026
NBC SECURITIES, INC. History Added to 8,410 711 0.05% 0.05% 255 +554 7.05% Q1 2026 Apr 14, 2026
Aberdeen Group plc History No change 8,200 693 0.0% 0.0% 256 0 0.0% Q1 2026 Apr 29, 2026
STEPHENS INC /AR/ History Reduced 8,012 677 0.01% 0.01% 257 -2,353 -22.7% Q1 2026 Apr 28, 2026
Trust Point Inc. History Added to 8,013 677 0.06% 0.05% 258 +301 3.9% Q1 2026 Apr 15, 2026
Blue Trust, Inc. History Reduced 7,962 673 0.01% 0.01% 259 -344 -4.14% Q1 2026 Apr 20, 2026
Optas, LLC History Reduced 7,941 671 0.1% 0.11% 260 -798 -9.13% Q1 2026 Apr 24, 2026
Quantum Private Wealth, LLC History Reduced 7,865 665 0.21% 0.18% 261 -218 -2.7% Q1 2026 Apr 27, 2026
Gateway Wealth Partners, LLC History New 7,768 657 0.03% 263 +7,768 New Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Reduced 7,768 657 0.02% 0.02% 262 -1,209 -13.47% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History Reduced 7,728 653 0.01% 0.01% 264 -1,074 -12.2% Q1 2026 Apr 23, 2026
Farther Finance Advisors, LLC History Added to 7,455 647 0.01% 0.0% 266 +1,851 33.03% Q1 2026 Apr 07, 2026
Ballentine Partners, LLC History Added to 7,652 647 0.01% 0.01% 265 +700 10.07% Q1 2026 May 14, 2026
First County Bank /CT/ History Reduced 7,557 639 0.34% 0.35% 268 -1,031 -12.01% Q1 2026 Apr 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 7,559 639 0.0% 0.0% 267 -960 -11.27% Q1 2026 May 15, 2026
Keudell/Morrison Wealth Management History Reduced 7,483 633 0.13% 0.15% 269 -1,567 -17.31% Q1 2026 Apr 20, 2026
Merit Financial Group, LLC History Added to 7,404 626 0.0% 0.0% 270 +211 2.93% Q1 2026 Apr 15, 2026
BLAIR WILLIAM & CO/IL History Added to 7,359 622 0.0% 0.0% 271 +253 3.56% Q1 2026 May 08, 2026
Future Fund LLC History Added to 7,299 617 0.22% 0.18% 272 +47 0.65% Q1 2026 May 06, 2026
SIMPLEX TRADING, LLC History Added to 7,103 600 0.0% 0.0% 273 +2,020 39.74% Q1 2026 May 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 7,012 593 0.01% 0.01% 274 -118 -1.65% Q1 2026 May 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 6,980 590 0.01% 0.01% 275 -899 -11.41% Q1 2026 May 08, 2026
Sterling Capital Management LLC History Reduced 6,948 587 0.01% 0.01% 276 -3,194 -31.49% Q1 2026 Apr 22, 2026
HBK Sorce Advisory LLC History Reduced 6,718 583 0.01% 0.01% 277 -235 -3.38% Q1 2026 May 11, 2026
J.Safra Asset Management Corp History New 6,751 571 0.03% 278 +6,751 New Q1 2026 May 04, 2026
GSA CAPITAL PARTNERS LLP History Added to 6,722 569 0.04% 0.03% 279 +2,127 46.29% Q1 2026 May 08, 2026
Hilltop Holdings Inc. History Reduced 6,723 568 0.05% 0.04% 280 -2,166 -24.37% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Reduced 6,713 567 0.0% 0.0% 281 -796 -10.6% Q1 2026 Jun 02, 2026
GUARDIAN CAPITAL LP History Added to 6,667 564 0.01% 0.01% 282 +855 14.71% Q1 2026 May 15, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,646 562 0.18% 0.16% 283 0 0.0% Q1 2026 Apr 14, 2026
IHT Wealth Management, LLC History Reduced 6,613 559 0.01% 0.01% 284 -173 -2.55% Q1 2026 May 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 6,583 556 0.02% 0.02% 285 +477 7.81% Q1 2026 May 14, 2026
Savvy Advisors, Inc. History Added to 6,554 554 0.01% 0.02% 286 +359 5.79% Q1 2026 May 11, 2026
Dynamic Technology Lab Private Ltd History New 6,427 543 0.09% 287 +6,427 New Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 6,300 532 0.0% 288 +6,300 New Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Added to 6,273 530 0.01% 0.01% 289 +277 4.62% Q1 2026 Apr 10, 2026
Venturi Wealth Management, LLC History Added to 6,244 528 0.02% 0.02% 290 +665 11.92% Q1 2026 Apr 21, 2026
Transamerica Financial Advisors, LLC History Added to 6,229 527 0.04% 0.02% 291 +2,430 63.96% Q1 2026 May 15, 2026
Gallacher Capital Management LLC History Reduced 6,221 526 0.2% 0.21% 292 -967 -13.45% Q1 2026 May 05, 2026
Lantz Financial LLC History Reduced 6,190 523 0.11% 0.13% 293 -1,785 -22.38% Q1 2026 Apr 09, 2026
Moors & Cabot, Inc. History Reduced 6,100 516 0.02% 0.02% 294 -111 -1.79% Q1 2026 May 08, 2026
Dorsey & Whitney Trust CO LLC History Added to 6,087 514 0.03% 0.02% 295 +540 9.73% Q1 2026 May 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 5,946 503 0.02% 0.02% 296 +319 5.67% Q1 2026 Apr 28, 2026
GQG Partners LLC History No change 5,914 500 0.0% 0.0% 297 0 0.0% Q1 2026 May 12, 2026
RNC CAPITAL MANAGEMENT LLC History No change 6,452 499 0.02% 0.02% 298 0 0.0% Q4 2025 Feb 03, 2026
Beverly Hills Private Wealth, LLC History Reduced 5,848 494 0.08% 0.08% 299 -261 -4.27% Q1 2026 May 01, 2026
Allworth Financial LP History Added to 5,793 490 0.0% 0.0% 301 +996 20.76% Q1 2026 May 14, 2026
Samalin Investment Counsel, LLC History Reduced 5,803 490 0.17% 0.16% 300 -21 -0.36% Q1 2026 Apr 22, 2026
Joel Isaacson & Co., LLC History No change 5,734 485 0.02% 0.01% 302 0 0.0% Q1 2026 Apr 22, 2026
Advisory Services Network, LLC History Reduced 5,719 483 0.01% 0.01% 303 -87 -1.5% Q1 2026 May 15, 2026
Cordatus Wealth Management LLC History New 5,700 482 0.11% 304 +5,700 New Q1 2026 Apr 29, 2026
GREENLEAF TRUST History Reduced 5,527 467 0.0% 0.0% 305 -159 -2.8% Q1 2026 Apr 27, 2026
Hexagon Capital Partners LLC History New 5,446 460 0.07% 307 +5,446 New Q1 2026 May 04, 2026
O'ROURKE & COMPANY, Inc History Added to 5,443 460 0.18% 0.16% 306 +10 0.18% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 5,358 453 0.05% 0.05% 308 -1,122 -17.31% Q1 2026 May 11, 2026
WINTON GROUP Ltd History New 5,300 448 0.02% 309 +5,300 New Q1 2026 May 12, 2026
Waverly Advisors, LLC History Added to 5,271 445 0.0% 0.0% 310 +73 1.4% Q1 2026 May 15, 2026
COMMERCE BANK History Added to 5,233 442 0.0% 0.0% 311 +142 2.79% Q1 2026 May 11, 2026
RFG Advisory, LLC History Added to 5,158 436 0.01% 0.01% 312 +73 1.44% Q1 2026 Apr 17, 2026
Park Place Capital Corp History Reduced 5,113 432 0.09% 0.12% 313 -2,351 -31.5% Q1 2026 Apr 09, 2026
Pure Financial Advisors, LLC History Added to 5,055 427 0.01% 0.0% 314 +1,223 31.92% Q1 2026 Apr 10, 2026
TODD ASSET MANAGEMENT LLC History Added to 5,042 426 0.01% 0.01% 315 +48 0.96% Q1 2026 May 12, 2026
VIKING FUND MANAGEMENT LLC History New 5,000 423 0.04% 316 +5,000 New Q1 2026 Apr 10, 2026
Arax Advisory Partners History Reduced 4,947 418 0.01% 0.01% 317 -789 -13.76% Q1 2026 May 13, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 4,818 407 0.02% 0.01% 318 -1,114 -18.78% Q1 2026 May 15, 2026
Independent Advisor Alliance History Added to 4,803 406 0.0% 0.01% 319 +194 4.21% Q1 2026 May 12, 2026
Meridian Wealth Management, LLC History Reduced 4,804 406 0.01% 0.01% 320 -99 -2.02% Q1 2026 May 06, 2026
SAGE RHINO CAPITAL LLC History Added to 4,773 403 0.08% 0.07% 321 +47 0.99% Q1 2026 Apr 28, 2026
Savant Capital, LLC History Added to 4,735 400 0.0% 0.0% 322 +989 26.4% Q1 2026 May 04, 2026
EverSource Wealth Advisors, LLC History Added to 4,716 398 0.01% 0.01% 323 +1,253 36.18% Q1 2026 May 15, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 4,655 393 0.1% 0.09% 324 -296 -5.98% Q1 2026 Apr 17, 2026
SkyView Investment Advisors, LLC History Reduced 4,628 392 0.05% 0.07% 325 -2,319 -33.38% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 4,622 391 0.02% 0.02% 326 +594 14.75% Q1 2026 Apr 06, 2026
May Hill Capital, LLC History Added to 4,621 390 0.1% 0.08% 328 +716 18.34% Q1 2026 May 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 4,612 390 0.0% 0.0% 327 -105 -2.23% Q1 2026 May 08, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 4,438 381 0.01% 329 +4,438 New Q1 2026 May 01, 2026
DEUTSCHE BANK AG\ History Added to 4,499 380 0.0% 0.0% 330 +2,269 101.75% Q1 2026 May 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 4,445 376 0.06% 0.08% 331 -1,403 -23.99% Q1 2026 Apr 21, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 4,442 375 0.02% 0.02% 332 +739 19.96% Q1 2026 Apr 30, 2026
Frec Markets, Inc. History Added to 4,420 373 0.06% 0.08% 333 +919 26.25% Q1 2026 May 13, 2026
Dynasty Wealth Management, LLC History Added to 4,302 363 0.0% 0.0% 334 +228 5.6% Q1 2026 May 14, 2026
Kathmere Capital Management, LLC History Added to 4,264 360 0.02% 0.01% 336 +1,388 48.26% Q1 2026 Apr 28, 2026
Summit Financial, LLC History Added to 4,262 360 0.0% 0.0% 335 +827 24.08% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 4,251 359 0.01% 0.01% 337 +328 8.36% Q1 2026 Jun 02, 2026
American Trust Investment Advisors, LLC History Reduced 4,227 357 0.2% 0.21% 338 -945 -18.27% Q1 2026 May 15, 2026
Grove Bank & Trust History Reduced 4,227 357 0.04% 0.04% 339 -262 -5.84% Q1 2026 Apr 08, 2026
LGT Group Foundation History Added to 4,209 356 0.0% 0.0% 340 +717 20.53% Q1 2026 Apr 28, 2026
Formidable Asset Management, LLC History No change 4,598 355 0.05% 0.05% 341 0 0.0% Q1 2026 Apr 22, 2026
PDS Planning, Inc History Added to 4,161 352 0.02% 0.02% 342 +233 5.93% Q1 2026 Apr 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,153 351 0.01% 0.0% 343 +2,146 106.93% Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Added to 4,133 349 0.02% 0.02% 344 +84 2.07% Q1 2026 May 04, 2026
Storgate, LLC History Added to 4,084 345 0.27% 0.25% 345 +132 3.34% Q1 2026 May 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 4,031 341 0.0% 0.0% 346 -1,597 -28.38% Q1 2026 May 01, 2026
IFP Advisors, Inc History Added to 4,023 340 0.01% 0.01% 347 +3 0.07% Q1 2026 Apr 13, 2026
Mayflower Financial Advisors, LLC History Reduced 4,007 338 0.04% 0.04% 348 -52 -1.28% Q1 2026 Apr 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,962 333 0.0% 0.0% 349 -267 -6.31% Q1 2026 May 01, 2026
ALTA CAPITAL MANAGEMENT LLC/ History New 3,930 332 0.03% 350 +3,930 New Q1 2026 May 08, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 3,921 331 0.01% 0.01% 351 -135 -3.33% Q1 2026 Apr 15, 2026
Sowell Financial Services LLC History Added to 3,862 326 0.01% 0.01% 352 +421 12.23% Q1 2026 Apr 20, 2026
Gotham Asset Management, LLC History New 3,827 323 0.0% 355 +3,827 New Q1 2026 May 15, 2026
Sunpointe, LLC History Reduced 3,824 323 0.11% 0.13% 354 -1,358 -26.21% Q1 2026 Apr 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,821 323 0.0% 0.0% 353 +574 17.68% Q1 2026 Apr 20, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 3,800 321 0.02% 0.02% 356 +123 3.35% Q1 2026 Apr 10, 2026
Frank, Rimerman Advisors LLC History Added to 3,802 321 0.02% 0.02% 357 +109 2.95% Q1 2026 Apr 29, 2026
Advisors Asset Management, Inc. History Reduced 3,793 320 0.01% 0.01% 358 -1,824 -32.47% Q1 2026 May 15, 2026
Jain Global LLC History New 3,686 311 0.0% 360 +3,686 New Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History No change 3,682 311 0.0% 0.0% 359 0 0.0% Q1 2026 May 08, 2026
180 WEALTH ADVISORS, LLC History Reduced 3,655 309 0.04% 0.03% 361 -50 -1.35% Q1 2026 May 01, 2026
Advyzon Investment Management, LLC History New 3,583 303 0.03% 362 +3,583 New Q1 2026 May 12, 2026
FIFTH THIRD BANCORP History Reduced 3,502 296 0.0% 0.0% 363 -1,768 -33.55% Q1 2026 May 01, 2026
Valeo Financial Advisors, LLC History Reduced 3,463 293 0.01% 0.01% 364 -1,183 -25.46% Q1 2026 May 08, 2026
Net Worth Advisory Group History Added to 3,452 292 0.06% 0.05% 365 +6 0.17% Q1 2026 May 05, 2026
FOCUSED ALPHA, LLC History Added to 3,450 291 0.09% 0.07% 367 +549 18.92% Q1 2026 May 12, 2026
Graney & King, LLC History Added to 3,447 291 0.16% 0.15% 366 +48 1.41% Q1 2026 May 18, 2026
Calydon Capital History Added to 3,389 286 0.05% 0.04% 368 +18 0.53% Q1 2026 May 15, 2026
Mattson Financial Services, LLC History New 3,379 285 0.07% 370 +3,379 New Q1 2026 May 11, 2026
EP Wealth Advisors, LLC History Reduced 3,376 285 0.0% 0.0% 369 -853 -20.17% Q1 2026 May 14, 2026
Modern Wealth Management, LLC History New 3,281 284 0.0% 371 +3,281 New Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Reduced 3,347 283 0.0% 0.0% 372 -597 -15.14% Q1 2026 Apr 30, 2026
Texas Yale Capital Corp. History Added to 3,325 281 0.01% 0.01% 373 +150 4.72% Q1 2026 May 04, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 3,318 280 0.2% 0.29% 374 -1,704 -33.93% Q1 2026 May 08, 2026
Ameritas Advisory Services, LLC History Reduced 3,299 279 0.01% 0.01% 375 -396 -10.72% Q1 2026 May 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,294 278 0.01% 0.01% 376 -802 -19.58% Q1 2026 May 11, 2026
Aprio Wealth Management, LLC History New 3,259 275 0.02% 377 +3,259 New Q1 2026 May 11, 2026
Brown Financial Advisors History New 3,230 273 0.1% 378 +3,230 New Q1 2026 May 15, 2026
Cresset Asset Management, LLC History New 3,222 272 0.0% 379 +3,222 New Q1 2026 May 15, 2026
LongView Wealth Management History Reduced 3,047 271 0.07% 0.07% 381 -485 -13.73% Q1 2026 Apr 15, 2026
High Net Worth Advisory Group LLC History No change 3,209 271 0.06% 0.06% 380 0 0.0% Q1 2026 Apr 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 3,189 269 0.0% 383 +3,189 New Q1 2026 May 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 3,182 269 0.0% 0.0% 382 +575 22.06% Q1 2026 May 13, 2026
Walkner Condon Financial Advisors LLC History New 3,138 265 0.03% 384 +3,138 New Q1 2026 Apr 28, 2026
IFS Group,LLC History New 3,131 264 0.24% 385 +3,131 New Q1 2026 May 18, 2026
Bridgefront Capital, LLC History New 3,114 263 0.07% 387 +3,114 New Q1 2026 May 15, 2026
Wedmont Private Capital History Added to 2,931 263 0.01% 0.01% 386 +101 3.57% Q1 2026 Apr 09, 2026
Csenge Advisory Group History Reduced 3,050 258 0.01% 0.01% 388 -114 -3.6% Q1 2026 Apr 30, 2026
Elequin Capital, LP History New 3,021 255 0.02% 389 +3,021 New Q1 2026 May 11, 2026
Frisch Financial Group, Inc. History No change 3,004 254 0.05% 0.05% 390 0 0.0% Q1 2026 May 05, 2026
Brucke Financial, Inc. History Reduced 2,992 253 0.13% 0.23% 391 -2,400 -44.51% Q1 2026 Apr 10, 2026
ANCHYRA PARTNERS LLC History Added to 2,984 252 0.08% 0.07% 392 +229 8.31% Q1 2026 Apr 17, 2026
Keel Point, LLC History Reduced 2,945 249 0.02% 0.01% 393 -237 -7.45% Q1 2026 May 29, 2026
ALLIANCEBERNSTEIN L.P. History New 3,172 245 0.0% 395 +3,172 New Q1 2026 May 15, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 2,898 245 0.08% 0.1% 394 -1,372 -32.13% Q1 2026 Apr 16, 2026
Capital Investment Advisory Services, LLC History New 2,879 243 0.02% 396 +2,879 New Q1 2026 May 05, 2026
COZAD ASSET MANAGEMENT INC History Reduced 2,851 241 0.02% 0.02% 397 -469 -14.13% Q1 2026 May 28, 2026
OneAscent Financial Services LLC History New 2,807 237 0.01% 398 +2,807 New Q1 2026 Apr 21, 2026
TUDOR INVESTMENT CORP ET AL History New 2,800 236 0.0% 399 +2,800 New Q1 2026 May 15, 2026
LAFFER TENGLER INVESTMENTS, INC. History New 2,789 235 0.03% 401 +2,789 New Q1 2026 May 13, 2026
HM PAYSON & CO History No change 2,781 235 0.0% 0.0% 400 0 0.0% Q1 2026 Apr 13, 2026
Arkadios Wealth Advisors History New 2,767 234 0.0% 402 +2,767 New Q1 2026 May 18, 2026
FDx Advisors, Inc. History Reduced 2,741 232 0.07% 0.16% 404 -1,361 -33.18% Q1 2026 May 01, 2026
Wilmington Savings Fund Society, FSB History Added to 2,745 232 0.01% 0.0% 403 +32 1.18% Q1 2026 Apr 30, 2026
Resonant Capital Advisors, LLC History New 2,685 227 0.01% 405 +2,685 New Q1 2026 Apr 29, 2026
Equitable Holdings, Inc. History New 2,660 225 0.0% 406 +2,660 New Q1 2026 May 15, 2026
Bridgewater Advisors Inc. History Added to 2,579 224 0.01% 0.01% 407 +35 1.38% Q1 2026 May 14, 2026
BROWN ADVISORY INC History New 2,601 220 0.0% 408 +2,601 New Q1 2026 May 15, 2026
PURSUIT WEALTH STRATEGIES, LLC History New 2,601 220 0.31% 409 +2,601 New Q1 2026 May 15, 2026
Scientech Research LLC History New 2,599 219 0.18% 410 +2,599 New Q1 2026 May 15, 2026
PRIMORIS WEALTH ADVISORS, LLC History New 2,572 217 0.15% 411 +2,572 New Q1 2026 Apr 30, 2026
AXQ CAPITAL, LP History New 2,562 216 0.03% 414 +2,562 New Q1 2026 May 13, 2026
Phillips Wealth Planners LLC History Reduced 2,487 216 0.16% 0.25% 413 -1,302 -34.36% Q1 2026 May 14, 2026
Essex Financial Services, Inc. History Reduced 2,561 216 0.01% 0.01% 412 -144 -5.32% Q1 2026 Apr 24, 2026
GAMCO INVESTORS, INC. ET AL History New 2,500 211 0.0% 415 +2,500 New Q1 2026 May 14, 2026
Composition Wealth, LLC History New 2,470 208 0.0% 416 +2,470 New Q1 2026 Apr 08, 2026
Emerald Advisors, LLC History New 2,465 208 0.03% 417 +2,465 New Q1 2026 Apr 23, 2026
WEDBUSH SECURITIES INC History New 2,446 207 0.01% 418 +2,446 New Q1 2026 Apr 21, 2026
GREENWOOD GEARHART LLC History New 2,411 203 0.01% 419 +2,411 New Q1 2026 May 06, 2026
Cromwell Holdings LLC History Added to 2,310 195 0.11% 0.08% 420 +373 19.26% Q1 2026 Apr 30, 2026
Hilltop National Bank History Added to 2,197 185 0.04% 0.04% 421 +127 6.14% Q1 2026 Apr 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History New 2,066 174 0.0% 422 +2,066 New Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History Reduced 2,021 170 0.02% 0.02% 423 -481 -19.22% Q1 2026 Apr 30, 2026
Hartford Financial Management Inc. History No change 2,000 169 0.04% 0.04% 424 0 0.0% Q1 2026 Apr 15, 2026
Bank of New Hampshire History No change 1,914 161 0.04% 0.03% 425 0 0.0% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 1,821 154 0.0% 0.0% 426 +291 19.02% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 1,756 148 0.0% 0.0% 427 +913 108.3% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,723 145 0.0% 0.0% 428 +853 98.05% Q1 2026 May 14, 2026
MONTAG A & ASSOCIATES INC History Added to 1,515 128 0.01% 0.01% 429 +42 2.85% Q1 2026 Apr 29, 2026
V-Square Quantitative Management LLC History Added to 1,472 124 0.01% 0.01% 430 +532 56.6% Q1 2026 Apr 27, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,457 123 0.01% 0.01% 431 +4 0.28% Q1 2026 Apr 10, 2026
AdvisorNet Financial, Inc History Reduced 1,435 121 0.01% 0.01% 432 -12 -0.83% Q1 2026 Apr 17, 2026
BAYBAN History Reduced 1,270 107 0.09% 0.12% 433 -500 -28.25% Q1 2026 Apr 24, 2026
BARRETT & COMPANY, INC. History No change 1,223 103 0.04% 0.03% 434 0 0.0% Q1 2026 May 04, 2026
Asset Dedication, LLC History Added to 1,203 101 0.01% 0.0% 435 +855 245.69% Q1 2026 May 29, 2026
Bruce G. Allen Investments, LLC History Reduced 1,134 95 0.06% 0.06% 436 -2 -0.18% Q1 2026 May 08, 2026
Sound Income Strategies, LLC History Added to 1,075 93 0.0% 0.0% 437 +129 13.64% Q1 2026 Apr 27, 2026
Truvestments Capital LLC History No change 1,104 93 0.02% 0.02% 438 0 0.0% Q1 2026 May 13, 2026
Addison Advisors LLC History Added to 987 83 0.02% 0.02% 439 +4 0.41% Q1 2026 May 08, 2026
Owl Creek Wealth Partners LLC History New 972 82 0.03% 440 +972 New Q1 2026 May 13, 2026
MTM Investment Management, LLC History No change 964 81 0.03% 0.02% 441 0 0.0% Q1 2026 May 06, 2026
CENTRAL TRUST Co History Reduced 920 77 0.0% 0.0% 442 -11 -1.18% Q1 2026 Apr 17, 2026
Larson Financial Group LLC History Added to 905 76 0.0% 0.0% 443 +145 19.08% Q1 2026 May 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 866 73 0.05% 0.02% 444 -29 -3.24% Q1 2026 May 01, 2026
Aventura Private Wealth, LLC History No change 859 72 0.03% 0.02% 445 0 0.0% Q1 2026 May 05, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 816 69 0.02% 0.01% 446 0 0.0% Q1 2026 May 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 799 67 0.0% 0.0% 447 +14 1.78% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 782 66 0.0% 0.0% 448 +68 9.52% Q1 2026 May 07, 2026
Godfrey Financial Associates, Inc. History No change 780 65 0.06% 0.05% 449 0 0.0% Q1 2026 May 11, 2026
Community Bank, N.A. History No change 768 64 0.01% 0.01% 450 0 0.0% Q1 2026 May 12, 2026
Western Wealth Management, LLC History New 739 62 0.0% 452 +739 New Q1 2026 May 19, 2026
Avion Wealth History New 736 62 0.01% 453 +736 New Q1 2026 May 01, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 729 62 0.04% 0.04% 451 0 0.0% Q1 2026 May 15, 2026
Medallion Wealth Advisors, LLC History No change 704 59 0.02% 0.02% 454 0 0.0% Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History Reduced 688 58 0.0% 0.0% 456 -334 -32.68% Q1 2026 May 06, 2026
Clearstead Advisors, LLC History No change 694 58 0.0% 0.0% 455 0 0.0% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 609 51 0.01% 458 +609 New Q1 2026 May 08, 2026
First Command Advisory Services, Inc. History Added to 613 51 0.0% 0.0% 457 +16 2.68% Q1 2026 May 07, 2026
MATHER GROUP, LLC. History New 585 49 0.0% 459 +585 New Q1 2026 Apr 13, 2026
Coston, McIsaac & Partners History No change 577 48 0.01% 0.01% 460 0 0.0% Q1 2026 Apr 22, 2026
Innovative Asset Advisors Group, LLC History New 559 47 0.03% 463 +559 New Q1 2026 May 12, 2026
High Point Wealth Management, LLC History Reduced 559 47 0.05% 0.06% 462 -232 -29.33% Q1 2026 Apr 08, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 566 47 0.0% 0.0% 461 +153 37.05% Q1 2026 Apr 15, 2026
SHP Wealth Management History Added to 549 46 0.0% 0.0% 464 +29 5.58% Q1 2026 May 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 549 46 0.01% 0.01% 465 0 0.0% Q1 2026 May 06, 2026
TRUST CO OF VERMONT History No change 583 45 0.0% 0.0% 466 0 0.0% Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History Added to 493 41 0.0% 0.0% 467 +4 0.82% Q1 2026 May 13, 2026
Salomon & Ludwin, LLC History No change 475 41 0.0% 0.0% 468 0 0.0% Q1 2026 May 11, 2026
Ancora Advisors LLC History Added to 473 40 0.0% 0.0% 469 +146 44.65% Q1 2026 May 15, 2026
ESL Trust Services, LLC History No change 480 40 0.01% 0.01% 470 0 0.0% Q1 2026 May 07, 2026
Westside Investment Management, Inc. History No change 454 39 0.01% 0.01% 471 0 0.0% Q1 2026 May 04, 2026
Ascentis Independent Advisors History New 454 38 0.0% 474 +454 New Q1 2026 Apr 28, 2026
FIRST HORIZON CORP History Added to 459 38 0.0% 0.0% 472 +322 235.04% Q1 2026 Apr 30, 2026
McIlrath & Eck, LLC History No change 456 38 0.0% 0.0% 473 0 0.0% Q1 2026 May 19, 2026
Hilton Head Capital Partners, LLC History No change 439 37 0.02% 0.02% 475 0 0.0% Q1 2026 Apr 20, 2026
EASTERN BANK History Reduced 427 36 0.0% 0.0% 476 -757 -63.94% Q1 2026 Apr 07, 2026
Glen Eagle Advisors, LLC History Reduced 435 36 0.01% 0.0% 477 -29 -6.25% Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 413 34 0.01% 0.01% 480 +117 39.53% Q1 2026 Apr 13, 2026
Geneos Wealth Management Inc. History Reduced 404 34 0.0% 0.0% 479 -57 -12.36% Q1 2026 May 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 409 34 0.0% 0.0% 478 +29 7.63% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History No change 399 33 0.0% 0.0% 481 0 0.0% Q1 2026 May 11, 2026
Measured Wealth Private Client Group, LLC History No change 392 33 0.01% 0.01% 482 0 0.0% Q1 2026 May 13, 2026
FINANCIAL CONSULATE, INC History Added to 355 30 0.0% 0.0% 483 +89 33.46% Q1 2026 Apr 21, 2026
Capital Analysts, LLC History Added to 359 30 0.0% 0.0% 484 +9 2.57% Q1 2026 May 14, 2026
Hurley Capital, LLC History No change 366 30 0.02% 0.02% 485 0 0.0% Q1 2026 May 06, 2026
Destiny Wealth Partners, LLC History New 352 29 0.0% 487 +352 New Q1 2026 May 11, 2026
Signature Equity Partners, LLC History Added to 351 29 0.02% 0.01% 486 +55 18.58% Q1 2026 May 13, 2026
CULLEN/FROST BANKERS, INC. History Reduced 334 28 0.0% 0.0% 488 -12 -3.47% Q1 2026 May 05, 2026
Federation des caisses Desjardins du Quebec History Added to 316 26 0.0% 0.0% 490 +34 12.06% Q1 2026 May 13, 2026
Root Financial Partners, LLC History Reduced 316 26 0.0% 0.0% 489 -2 -0.63% Q1 2026 Apr 24, 2026
Canton Hathaway, LLC History No change 275 23 0.0% 0.0% 491 0 0.0% Q1 2026 Apr 24, 2026
Richard W. Paul & Associates, LLC History Reduced 263 22 0.01% 0.01% 492 -122 -31.69% Q1 2026 May 13, 2026
Avalon Trust Co History No change 255 21 0.0% 0.0% 493 0 0.0% Q1 2026 May 06, 2026
Millstone Evans Group, LLC History No change 250 21 0.01% 0.01% 494 0 0.0% Q1 2026 Apr 30, 2026
Triumph Capital Management History Added to 248 20 0.0% 0.0% 495 +35 16.43% Q1 2026 May 13, 2026
Dunhill Financial, LLC History Added to 243 20 0.0% 0.0% 496 +14 6.11% Q1 2026 May 06, 2026
ST GERMAIN D J CO INC History Added to 227 19 0.0% 0.0% 497 +183 415.91% Q1 2026 Apr 13, 2026
GW&K Investment Management, LLC History Added to 230 19 0.0% 0.0% 499 +97 72.93% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 229 19 0.0% 0.0% 501 +2 0.88% Q1 2026 Apr 20, 2026
Smithfield Trust Co History No change 222 19 0.0% 0.0% 498 0 0.0% Q1 2026 May 08, 2026
Litman Gregory Wealth Management LLC History No change 250 19 0.0% 0.0% 500 0 0.0% Q4 2025 Feb 12, 2026
Caldwell Trust Co History No change 229 19 0.0% 0.0% 502 0 0.0% Q1 2026 Apr 22, 2026
Purpose Unlimited Inc. History New 217 18 0.0% 506 +217 New Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History Added to 216 18 0.0% 0.0% 503 +9 4.35% Q1 2026 Apr 24, 2026
Citizens National Bank Trust Department History No change 219 18 0.0% 0.0% 504 0 0.0% Q1 2026 May 04, 2026
SageView Advisory Group, LLC History No change 237 18 0.0% 0.0% 505 0 0.0% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Reduced 210 17 0.0% 0.0% 507 -33 -13.58% Q1 2026 Apr 28, 2026
Financial Management Professionals, Inc. History No change 211 17 0.0% 0.0% 508 0 0.0% Q1 2026 Apr 15, 2026
AlphaCore Capital LLC History Reduced 190 16 0.0% 0.01% 510 -6,377 -97.11% Q1 2026 May 15, 2026
Whipplewood Advisors, LLC History New 194 16 0.01% 512 +194 New Q1 2026 Apr 30, 2026
Atlantic Union Bankshares Corp History No change 200 16 0.0% 0.0% 509 0 0.0% Q1 2026 May 12, 2026
CoreCap Advisors, LLC History No change 194 16 0.0% 0.0% 511 0 0.0% Q1 2026 Apr 07, 2026
Spire Wealth Management History Reduced 182 15 0.0% 0.0% 514 -33 -15.35% Q1 2026 Apr 22, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 183 15 0.01% 0.01% 513 0 0.0% Q1 2026 May 01, 2026
Basepoint Wealth LLC History No change 179 15 0.01% 0.01% 515 0 0.0% Q1 2026 May 07, 2026
SALEM INVESTMENT COUNSELORS INC History New 172 14 0.0% 517 +172 New Q1 2026 Apr 29, 2026
Cornerstone Planning Group LLC History Added to 171 14 0.0% 0.0% 516 +12 7.55% Q1 2026 May 06, 2026
Ares Financial Consulting, LLC History New 161 13 0.01% 521 +161 New Q1 2026 Apr 02, 2026
SJS Investment Consulting Inc. History Added to 158 13 0.0% 0.0% 519 +24 17.91% Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Added to 164 13 0.0% 0.0% 518 +2 1.23% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 161 13 0.0% 0.0% 520 0 0.0% Q1 2026 Apr 06, 2026
Elevated Capital Advisors, LLC History Reduced 144 12 0.0% 0.0% 522 -30 -17.24% Q1 2026 Apr 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 145 12 0.0% 0.0% 523 0 0.0% Q1 2026 May 06, 2026
MANNING & NAPIER ADVISORS LLC History Added to 135 11 0.0% 0.0% 524 +58 75.32% Q1 2026 Apr 30, 2026
COUNTRY TRUST BANK History No change 138 11 0.0% 0.0% 525 0 0.0% Q1 2026 Apr 10, 2026
Silver Grove Financial Group, Inc. History New 126 10 0.01% 531 +126 New Q1 2026 May 15, 2026
WPG Advisers, LLC History Reduced 126 10 0.01% 0.01% 530 -11 -8.03% Q1 2026 Apr 29, 2026
Quest 10 Wealth Builders, Inc. History Reduced 128 10 0.01% 0.01% 529 -7 -5.19% Q1 2026 May 06, 2026
Activest Wealth Management History Added to 130 10 0.0% 0.0% 528 +2 1.56% Q1 2026 Apr 15, 2026
Bogart Wealth, LLC History No change 122 10 0.0% 0.0% 526 0 0.0% Q1 2026 Apr 28, 2026
Rosenberg Matthew Hamilton History No change 121 10 0.0% 0.0% 527 0 0.0% Q1 2026 Apr 06, 2026
Pinnacle Bancorp, Inc. History No change 114 9 0.0% 0.0% 532 0 0.0% Q1 2026 Apr 22, 2026
WealthCollab, LLC History No change 109 9 0.0% 0.0% 533 0 0.0% Q1 2026 May 13, 2026
Bangor Savings Bank History Reduced 100 8 0.0% 0.0% 534 -176 -63.77% Q1 2026 Apr 01, 2026
Archer Investment Corp History No change 100 8 0.0% 0.0% 535 0 0.0% Q1 2026 May 04, 2026
ORG Partners LLC History No change 104 8 0.0% 0.0% 536 0 0.0% Q4 2025 Jan 14, 2026
Park Square Financial Group, LLC History Reduced 86 7 0.05% 0.07% 542 -103 -54.5% Q1 2026 May 13, 2026
PlanVest Financial, Inc History New 84 7 0.01% 543 +84 New Q1 2026 May 14, 2026
Retirement Wealth Solutions LLC History Added to 86 7 0.0% 540 +79 1128.57% Q1 2026 Apr 07, 2026
Financial Network Wealth Advisors LLC History Added to 91 7 0.01% 0.01% 539 +13 16.67% Q1 2026 May 14, 2026
Rossby Financial, LCC History Added to 88 7 0.0% 0.0% 541 +13 17.33% Q1 2026 May 11, 2026
Coastline Trust Co History No change 91 7 0.0% 0.0% 537 0 0.0% Q1 2026 Apr 03, 2026
New England Capital Financial Advisors LLC History No change 91 7 0.0% 0.0% 538 0 0.0% Q1 2026 Apr 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 71 6 0.0% 0.0% 544 0 0.0% Q1 2026 Apr 27, 2026
Harbor Asset Planning, Inc. History No change 76 6 0.01% 0.0% 545 0 0.0% Q1 2026 Apr 22, 2026
Bravera Wealth History No change 78 6 0.0% 0.0% 546 0 0.0% Q1 2026 Apr 22, 2026
Cornerstone Financial Management LLC History Added to 61 5 0.0% 0.0% 553 +18 41.86% Q1 2026 May 08, 2026
Bare Financial Services, Inc History Added to 70 5 0.0% 0.0% 550 +16 29.63% Q1 2026 May 14, 2026
Bell Investment Advisors, Inc History Added to 64 5 0.0% 0.0% 549 +14 28.0% Q1 2026 Apr 17, 2026
North Star Investment Management Corp. History Added to 61 5 0.0% 0.0% 548 +6 10.91% Q1 2026 Apr 23, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 67 5 0.0% 0.0% 547 0 0.0% Q1 2026 Apr 14, 2026
Principia Wealth Advisory, LLC History No change 72 5 0.0% 0.0% 551 0 0.0% Q4 2025 Feb 10, 2026
Benson Wealth Management INC History No change 60 5 0.01% 0.0% 552 0 0.0% Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 54 4 0.0% 558 +54 New Q1 2026 May 08, 2026
IMA Advisory Services, Inc. History Added to 59 4 0.0% 0.0% 555 +20 51.28% Q1 2026 May 06, 2026
Indiana Trust & Investment Management Co History No change 58 4 0.0% 0.0% 554 0 0.0% Q1 2026 Apr 28, 2026
Acumen Wealth Advisors, LLC History No change 49 4 0.0% 0.0% 556 0 0.0% Q1 2026 May 13, 2026
Wiser Advisor Group LLC History No change 54 4 0.0% 0.0% 557 0 0.0% Q1 2026 Apr 22, 2026
DecisionPoint Financial, LLC History Reduced 38 3 0.0% 0.0% 563 -64 -62.75% Q1 2026 May 06, 2026
Intentional Wealth Strategies, LLC History New 47 3 0.0% 569 +47 New Q1 2026 May 05, 2026
EFG International AG History New 42 3 0.0% 568 +42 New Q1 2026 May 15, 2026
BALLAST ADVISORS LLC History New 40 3 0.0% 567 +40 New Q1 2026 May 12, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 41 3 0.0% 560 +30 272.73% Q1 2026 Apr 30, 2026
American Capital Advisory, LLC History Added to 46 3 0.0% 0.0% 565 +30 187.5% Q1 2026 Apr 29, 2026
Key FInancial Inc History Reduced 36 3 0.0% 0.0% 561 -14 -28.0% Q1 2026 Apr 24, 2026
Nemes Rush Group LLC History Reduced 47 3 0.0% 0.0% 564 -4 -7.84% Q1 2026 Apr 21, 2026
SOA Wealth Advisors, LLC. History Added to 39 3 0.0% 0.0% 562 +1 2.63% Q1 2026 May 20, 2026
JNBA Financial Advisors History No change 39 3 0.0% 0.0% 559 0 0.0% Q1 2026 Apr 22, 2026
Keating Financial Advisory Services, Inc. History No change 45 3 0.0% 0.0% 566 0 0.0% Q1 2026 May 15, 2026
Cassaday & Co Wealth Management LLC History New 28 2 0.0% 580 +28 New Q1 2026 May 07, 2026
Minot DeBlois Advisors LLC History Reduced 25 2 0.0% 0.0% 571 -25 -50.0% Q1 2026 May 08, 2026
MBM WEALTH CONSULTANTS, LLC History New 24 2 0.0% 579 +24 New Q1 2026 Apr 20, 2026
Burk Holdings LLC History New 24 2 0.0% 581 +24 New Q1 2026 May 07, 2026
Colonial Trust Co / SC History Reduced 24 2 0.0% 0.0% 575 -14 -36.84% Q1 2026 May 12, 2026
Kilter Group LLC History Added to 34 2 0.0% 0.0% 578 +1 3.03% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 24 2 0.0% 0.0% 570 0 0.0% Q1 2026 Apr 13, 2026
Anchor Investment Management, LLC History No change 25 2 0.0% 0.0% 572 0 0.0% Q1 2026 May 01, 2026
CVA Family Office, LLC History No change 34 2 0.0% 0.0% 573 0 0.0% Q1 2026 Apr 29, 2026
City State Bank History No change 26 2 0.0% 0.0% 574 0 0.0% Q1 2026 Apr 20, 2026
Financial Perspectives, Inc History No change 34 2 0.0% 0.0% 576 0 0.0% Q1 2026 May 11, 2026
Tidemark, LLC History No change 25 2 0.0% 0.0% 577 0 0.0% Q1 2026 May 07, 2026
Caitong International Asset Management Co., Ltd History Reduced 12 1 0.0% 0.03% 585 -1,400 -99.15% Q1 2026 May 11, 2026
Bayforest Capital Ltd History Reduced 17 1 0.0% 0.01% 587 -97 -85.09% Q1 2026 Apr 15, 2026
Arlington Trust Co LLC History New 22 1 0.0% 590 +22 New Q1 2026 Apr 08, 2026
GHP Investment Advisors, Inc. History New 19 1 0.0% 588 +19 New Q1 2026 Apr 21, 2026
Dogwood Wealth Management LLC History New 17 1 0.0% 591 +17 New Q1 2026 May 12, 2026
Strategic Wealth Partners, Ltd. History New 12 1 0.0% 589 +12 New Q1 2026 May 12, 2026
TOTH FINANCIAL ADVISORY CORP History No change 16 1 0.0% 0.0% 582 0 0.0% Q1 2026 Apr 16, 2026
Fortis Group Advisors, LLC History No change 22 1 0.0% 0.0% 583 0 0.0% Q1 2026 May 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 17 1 0.0% 0.0% 584 0 0.0% Q4 2025 Feb 05, 2026
LRI Investments, LLC History No change 12 1 0.0% 586 0 0.0% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Closed out 0 0 0.09% -892,580 -100.0% Q1 2026 Apr 16, 2026
Capital Innovations LLC History Closed out 0 0 1.86% -84,370 -100.0% Q1 2026 May 14, 2026
PEAK6 LLC History Closed out 0 0 0.0% -19,969 -100.0% Q1 2026 May 13, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -16,603 -100.0% Q1 2026 Jun 02, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.06% -16,496 -100.0% Q1 2026 May 14, 2026
ALBERT D MASON INC History Closed out 0 0 0.74% -14,534 -100.0% Q1 2026 Apr 15, 2026
BURNEY CO/ History Closed out 0 0 0.02% -10,164 -100.0% Q1 2026 Apr 29, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.01% -8,395 -100.0% Q1 2026 Apr 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -8,316 -100.0% Q1 2026 May 15, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.17% -7,499 -100.0% Q1 2026 May 14, 2026
Leonteq Securities AG History Closed out 0 0 0.02% -7,000 -100.0% Q1 2026 Apr 27, 2026
Capital International Investors History Closed out 0 0 0.0% -6,622 -100.0% Q1 2026 May 13, 2026
Carr Financial Group Corp History Closed out 0 0 0.11% -5,245 -100.0% Q1 2026 May 12, 2026
Investors Research Corp History Closed out 0 0 0.06% -4,227 -100.0% Q1 2026 Apr 03, 2026
Navis Wealth Advisors, LLC History Closed out 0 0 0.14% -4,170 -100.0% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.11% -3,631 -100.0% Q1 2026 May 14, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.05% -3,349 -100.0% Q1 2026 May 12, 2026
R Squared Ltd History Closed out 0 0 0.11% -3,137 -100.0% Q1 2026 Apr 29, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 0.09% -3,058 -100.0% Q1 2026 May 13, 2026
New Republic Capital, LLC History Closed out 0 0 0.06% -2,948 -100.0% Q1 2026 May 01, 2026
J.M. Arbour, LLC History Closed out 0 0 0.21% -2,771 -100.0% Q1 2026 Apr 21, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.01% -2,642 -100.0% Q1 2026 May 01, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.01% -2,245 -100.0% Q1 2026 Apr 28, 2026
Concord Wealth Partners History Closed out 0 0 0.02% -2,132 -100.0% Q1 2026 May 01, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -1,620 -100.0% Q1 2026 May 13, 2026
Garner Asset Management Corp History Closed out 0 0 0.02% -649 -100.0% Q1 2026 Apr 28, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -550 -100.0% Q1 2026 May 15, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -299 -100.0% Q1 2026 May 11, 2026
Wellington Grp LLC History Closed out 0 0 0.01% -298 -100.0% Q1 2026 May 22, 2026
United Community Bank History Closed out 0 0 0.01% -187 -100.0% Q1 2026 Apr 24, 2026
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 0.0% -123 -100.0% Q1 2026 Apr 28, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -101 -100.0% Q1 2026 May 06, 2026
N.E.W. Advisory Services LLC History Closed out 0 0 0.0% -69 -100.0% Q1 2026 May 04, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -50 -100.0% Q1 2026 Apr 23, 2026
POM Investment Strategies, LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 11, 2026
Independence Bank of Kentucky History Closed out 0 0 0.0% -23 -100.0% Q1 2026 Apr 30, 2026
MidFirst Bank History New 9 0 +9 New Q1 2026 May 15, 2026
Horizon Investments, LLC History New 8 0 +8 New Q1 2026 May 14, 2026
Frazier Financial Advisors, LLC History New 4 0 +4 New Q1 2026 May 05, 2026
Gen-Wealth Partners Inc History Added to 10 0 +2 25.0% Q1 2026 May 08, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 10 0 0 0.0% Q1 2026 May 05, 2026
Trust Co History No change 6 0 0 0.0% Q1 2026 Apr 13, 2026
RMG Wealth Management LLC History No change 2 0 0 0.0% Q1 2026 May 14, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q1 2026 Apr 10, 2026