NERDWALLET, INC. - NRDS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | History | No change | 5,251,145 | 54,506 | 9.01% | 6.44% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,697,862 | 50,106 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,060,747 | 31,770 | 0.0% | 0.0% | 3 | -93,644 | -2.97% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,808,988 | 18,777 | 0.01% | 0.01% | 4 | +444,038 | 32.53% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,445,072 | 14,999 | 0.0% | — | 5 | +1,445,072 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,358,440 | 14,100 | 0.0% | — | 6 | +1,358,440 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,322,848 | 13,730 | 0.0% | 0.0% | 7 | +153,790 | 13.16% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,002,275 | 10,403 | 0.02% | 0.02% | 8 | +202,838 | 25.37% | Q1 2026 | May 14, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 989,149 | 10,267 | 0.54% | 0.59% | 9 | -44,937 | -4.35% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 918,806 | 9,539 | 0.0% | 0.0% | 10 | -9,715 | -1.05% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 905,274 | 9,396 | 0.0% | 0.0% | 11 | -16,868 | -1.83% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 723,796 | 7,513 | 0.03% | 0.03% | 12 | +99,340 | 15.91% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | Added to | 670,186 | 6,956 | 0.09% | 0.01% | 13 | +587,200 | 707.59% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 652,426 | 6,772 | 0.0% | 0.0% | 14 | +291,914 | 80.97% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 623,167 | 6,468 | 0.05% | 0.05% | 15 | +174,229 | 38.81% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 612,227 | 6,354 | 0.0% | — | 16 | +612,227 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 607,768 | 6,308 | 0.0% | 0.0% | 17 | +69,347 | 12.88% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 468,027 | 4,858 | 0.0% | 0.0% | 18 | +90,292 | 23.9% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 461,016 | 4,785 | 0.0% | 0.0% | 19 | -100,300 | -17.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 400,248 | 4,154 | 0.0% | 0.0% | 20 | +216,166 | 117.43% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 366,972 | 3,809 | 0.0% | 0.0% | 21 | -122,619 | -25.05% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 245,779 | 3,330 | 0.0% | 0.0% | 22 | +9 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 303,630 | 3,151 | 0.0% | 0.0% | 23 | -7,184 | -2.31% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 299,049 | 3,104 | 0.05% | 0.03% | 24 | +224,265 | 299.88% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 298,312 | 3,096 | 0.0% | 0.0% | 25 | -17,657 | -5.59% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 288,348 | 2,993 | 0.01% | 0.02% | 26 | -230,745 | -44.45% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 279,640 | 2,902 | 0.0% | — | 27 | +279,640 | New | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 262,403 | 2,723 | 0.0% | 0.0% | 28 | +11,985 | 4.79% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 255,114 | 2,648 | 0.0% | — | 29 | +255,114 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 245,082 | 2,543 | 0.01% | 0.01% | 30 | -94,686 | -27.87% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 214,532 | 2,226 | 0.01% | 0.0% | 31 | +109,726 | 104.69% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 208,811 | 2,167 | 0.08% | — | 32 | +208,811 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 203,344 | 2,110 | 0.0% | 0.0% | 33 | +14,147 | 7.48% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 156,936 | 1,628 | 0.0% | 0.0% | 34 | +72,744 | 86.4% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 154,724 | 1,606 | 0.0% | 0.0% | 35 | +45,687 | 41.9% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 153,353 | 1,592 | 0.08% | 0.1% | 36 | -13,486 | -8.08% | Q1 2026 | May 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 151,219 | 1,569 | 0.0% | 0.0% | 37 | -25,609 | -14.48% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 145,666 | 1,512 | 0.0% | 0.0% | 38 | -43,677 | -23.07% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 144,898 | 1,504 | 0.0% | 0.0% | 39 | +84,498 | 139.9% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 125,377 | 1,301 | 0.0% | 0.0% | 40 | +82,675 | 193.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 121,742 | 1,263 | 0.0% | 0.0% | 41 | -210 | -0.17% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 115,338 | 1,197 | 0.0% | 0.0% | 42 | -8,268 | -6.69% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 113,069 | 1,173 | 0.0% | 0.0% | 43 | +9,843 | 9.54% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 112,917 | 1,172 | 0.0% | 0.0% | 44 | +2,801 | 2.54% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 109,846 | 1,140 | 0.05% | — | 45 | +109,846 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 92,464 | 933 | 0.0% | 0.0% | 46 | +35,313 | 61.79% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 68,337 | 925 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nuveen, LLC | History | Reduced | 83,287 | 864 | 0.0% | 0.0% | 48 | -247,344 | -74.81% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 74,300 | 771 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,764 | 755 | 0.0% | 0.0% | 50 | +53,915 | 286.04% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 71,625 | 743 | 0.01% | — | 51 | +71,625 | New | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 67,094 | 696 | 0.0% | 0.0% | 52 | +44,819 | 201.21% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 66,330 | 688 | 0.0% | — | 53 | +66,330 | New | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 63,098 | 654 | 0.0% | 0.01% | 54 | -744,683 | -92.19% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 61,951 | 643 | 0.0% | 0.0% | 55 | +12,445 | 25.14% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 60,932 | 632 | 0.0% | 0.0% | 56 | +13,474 | 28.39% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Added to | 59,142 | 613 | 0.07% | 0.08% | 57 | +3,263 | 5.84% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 58,392 | 606 | 0.0% | 0.0% | 58 | -5,242 | -8.24% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 58,100 | 603 | 0.0% | 0.0% | 59 | +18,100 | 45.25% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 53,674 | 557 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 51,096 | 530 | 0.0% | 0.0% | 61 | -149 | -0.29% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 50,296 | 522 | 0.0% | — | 62 | +50,296 | New | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 48,554 | 503 | 0.01% | — | 63 | +48,554 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 36,100 | 489 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Global Advisers, LLC | History | New | 44,905 | 466 | 0.0% | — | 65 | +44,905 | New | Q1 2026 | May 08, 2026 |
| AVIVA PLC | History | Added to | 43,008 | 446 | 0.0% | 0.0% | 67 | +9,668 | 29.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,880 | 446 | 0.0% | 0.0% | 66 | +7,335 | 20.64% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 39,421 | 409 | 0.0% | 0.0% | 68 | -99,106 | -71.54% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 38,200 | 396 | 0.0% | — | 69 | +38,200 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,594 | 379 | 0.0% | 0.0% | 70 | -501 | -1.35% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 36,282 | 376 | 0.0% | 0.0% | 71 | +3,256 | 9.86% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 33,750 | 350 | 0.0% | 0.0% | 72 | -12,644 | -27.25% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 33,678 | 349 | 0.0% | 0.0% | 73 | +4,183 | 14.18% | Q1 2026 | May 06, 2026 |
| AXQ CAPITAL, LP | History | New | 31,922 | 331 | 0.04% | — | 74 | +31,922 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 29,249 | 303 | 0.0% | 0.0% | 75 | +16,153 | 123.34% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 28,490 | 295 | 0.04% | 0.06% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 27,300 | 283 | 0.01% | 0.01% | 77 | +7,700 | 39.29% | Q1 2026 | May 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 27,212 | 282 | 0.01% | 0.01% | 78 | +4,533 | 19.99% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,577 | 265 | 0.0% | 0.0% | 79 | +7,459 | 41.17% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 24,278 | 252 | 0.01% | 0.01% | 80 | -8,000 | -24.78% | Q1 2026 | Apr 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,273 | 251 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,073 | 250 | 0.0% | 0.0% | 82 | +11,530 | 91.92% | Q1 2026 | Apr 08, 2026 |
| Quadrature Capital Ltd | History | New | 23,888 | 247 | 0.0% | — | 84 | +23,888 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 23,838 | 247 | 0.0% | 0.0% | 83 | -171 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 22,535 | 233 | 0.04% | 0.19% | 85 | -37,858 | -62.69% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 22,272 | 231 | 0.0% | — | 86 | +22,272 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 18,900 | 196 | 0.0% | 0.0% | 87 | +4,908 | 35.08% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,592 | 192 | 0.0% | 0.0% | 88 | -1,258 | -6.34% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 18,400 | 191 | 0.0% | 0.0% | 89 | -88,582 | -82.8% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,362 | 180 | 0.0% | 0.0% | 90 | -32,451 | -65.15% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 17,082 | 177 | 0.0% | — | 91 | +17,082 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 16,879 | 175 | 0.0% | 0.0% | 92 | -4,274 | -20.21% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Added to | 16,739 | 173 | 0.0% | 0.0% | 93 | +2,205 | 15.17% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 16,429 | 170 | 0.0% | — | 94 | +16,429 | New | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 16,137 | 167 | 0.0% | — | 95 | +16,137 | New | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Reduced | 15,857 | 164 | 0.01% | 0.05% | 96 | -44,190 | -73.59% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 13,909 | 144 | 0.01% | 0.01% | 97 | +509 | 3.8% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 13,630 | 141 | 0.0% | 0.0% | 98 | -71,966 | -84.08% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 13,301 | 138 | 0.0% | 0.0% | 99 | -10,682 | -44.54% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,142 | 126 | 0.01% | — | 101 | +12,142 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,164 | 126 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 11,638 | 120 | 0.0% | — | 102 | +11,638 | New | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | New | 11,537 | 119 | 0.0% | — | 103 | +11,537 | New | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | New | 11,425 | 118 | 0.01% | — | 104 | +11,425 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 11,200 | 116 | 0.0% | 0.0% | 105 | -26,400 | -70.21% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,891 | 113 | 0.0% | 0.0% | 106 | -5,484 | -33.49% | Q1 2026 | May 08, 2026 |
| Mach-1 Financial Group, LLC | History | New | 10,825 | 112 | 0.04% | — | 107 | +10,825 | New | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,688 | 110 | 0.0% | 0.0% | 108 | -2,282 | -17.59% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,499 | 108 | 0.0% | — | 110 | +10,499 | New | Q1 2026 | May 14, 2026 |
| JT Stratford LLC | History | New | 10,423 | 108 | 0.01% | — | 109 | +10,423 | New | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 10,346 | 107 | 0.0% | 0.0% | 111 | -123 | -1.17% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,985 | 103 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,102 | 94 | 0.0% | 0.0% | 113 | -18,654 | -67.21% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,672 | 90 | 0.0% | — | 114 | +8,672 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,100 | 84 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 7,595 | 78 | 0.0% | 0.0% | 116 | +5,752 | 312.1% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,228 | 43 | 0.0% | 0.0% | 117 | +2,143 | 102.78% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 3,947 | 41 | 0.0% | — | 118 | +3,947 | New | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,499 | 36 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,850 | 29 | 0.0% | 0.0% | 120 | +2,303 | 421.02% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 2,780 | 29 | 0.02% | 0.02% | 121 | +264 | 10.49% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,500 | 25 | 0.0% | — | 122 | +2,500 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,407 | 24 | 0.0% | 0.0% | 123 | -20,436 | -89.46% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,743 | 18 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hurley Capital, LLC | History | New | 1,470 | 15 | 0.01% | — | 125 | +1,470 | New | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,324 | 14 | 0.0% | 0.0% | 126 | -1,096 | -45.29% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,150 | 11 | 0.0% | 0.0% | 127 | -361 | -23.89% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 900 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 696 | 7 | 0.0% | 0.0% | 130 | +580 | 500.0% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 702 | 7 | 0.0% | 0.0% | 129 | +525 | 296.61% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 486 | 5 | 0.0% | 0.0% | 131 | -701 | -59.06% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 548 | 5 | 0.0% | 0.0% | 132 | +304 | 124.59% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 431 | 4 | 0.0% | 0.0% | 133 | -281 | -39.47% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 450 | 4 | 0.0% | 0.0% | 135 | +37 | 8.96% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 433 | 4 | 0.0% | 0.0% | 134 | +18 | 4.34% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 307 | 3 | 0.0% | 0.0% | 136 | +70 | 29.54% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 337 | 3 | 0.0% | 0.0% | 138 | -7 | -2.03% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 265 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 275 | 2 | 0.0% | — | 143 | +227 | 472.92% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 230 | 2 | 0.0% | — | 141 | +218 | 1816.67% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 239 | 2 | 0.0% | — | 142 | +215 | 895.83% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 244 | 2 | 0.0% | — | 144 | +199 | 442.22% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 208 | 2 | 0.0% | 0.0% | 139 | +112 | 116.67% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Added to | 284 | 2 | 0.0% | 0.0% | 145 | +64 | 29.09% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 257 | 2 | 0.0% | 0.0% | 140 | -32 | -11.07% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Reduced | 100 | 1 | 0.0% | 0.0% | 148 | -1,500 | -93.75% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 141 | 1 | 0.0% | 0.0% | 146 | -277 | -66.27% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 165 | 1 | 0.0% | — | 150 | +165 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 153 | 1 | 0.0% | — | 151 | +153 | New | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 141 | 1 | 0.0% | — | 149 | +89 | 171.15% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -253,241 | -100.0% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179,700 | -100.0% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -117,118 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -71,178 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -68,726 | -100.0% | Q1 2026 | May 15, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -58,129 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -45,769 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45,156 | -100.0% | Q1 2026 | May 13, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.09% | — | -40,732 | -100.0% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,156 | -100.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,211 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -30,335 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,110 | -100.0% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,000 | -100.0% | Q1 2026 | May 18, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,569 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -26,317 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,862 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -23,480 | -100.0% | Q1 2026 | May 11, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -23,096 | -100.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -20,815 | -100.0% | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -15,100 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -14,643 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,225 | -100.0% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,035 | -100.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,916 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,557 | -100.0% | Q1 2026 | May 13, 2026 |
| CAZ INVESTMENTS LP | History | Closed out | 0 | 0 | — | 0.13% | — | -5,514 | -100.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,247 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,588 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,346 | -100.0% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -641 | -100.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | New | 84 | 0 | — | — | — | +84 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -78 | -51.66% | Q1 2026 | Apr 07, 2026 |
| WealthCollab, LLC | History | New | 66 | 0 | — | — | — | +66 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 54 | 0 | — | — | — | +31 | 134.78% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 43 | 0 | — | — | — | +11 | 34.38% | Q1 2026 | Apr 27, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |