NU SKIN ENTERPRISES, INC. - NUS

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
VANGUARD GROUP INC History No change 4,337,832 41,729 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 4,291,263 31,240 0.0% 0.0% 2 -24,171 -0.56% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,143,294 15,603 0.0% 0.0% 3 -478,491 -18.25% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,063,350 15,021 0.0% 4 +2,063,350 New Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,021,202 14,714 0.01% 0.01% 5 +247,027 13.92% Q1 2026 May 15, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Added to 1,794,608 13,064 1.3% 1.55% 6 +60,000 3.46% Q1 2026 May 07, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 1,763,655 12,831 0.02% 0.01% 7 +1,101,172 166.22% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,735,182 12,631 0.0% 0.0% 8 +361,810 26.34% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,709,553 12,445 0.0% 9 +1,709,553 New Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,700,496 12,379 0.02% 0.03% 10 -39,400 -2.26% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,236,338 8,876 0.0% 0.0% 11 +437,218 54.71% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,188,166 8,651 0.0% 0.0% 12 +35,143 3.05% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 1,033,708 7,525 0.0% 0.0% 13 -10,939 -1.05% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,012,133 7,368 0.01% 0.01% 14 +463,463 84.47% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 760,300 7,314 0.01% 0.01% 15 0 0.0% Q4 2025 Feb 17, 2026
CastleKnight Management LP History Added to 965,433 7,028 0.12% 0.18% 16 +120,700 14.29% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 830,367 6,045 0.0% 0.0% 17 -257,788 -23.69% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 748,661 5,450 0.0% 0.0% 18 -34,932 -4.46% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 540,849 3,937 0.0% 0.0% 19 -122 -0.02% Q1 2026 May 05, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 459,932 3,348 0.07% 0.09% 20 -9,881 -2.1% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 444,086 3,232 0.0% 0.0% 21 -215,176 -32.64% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 401,151 2,920 0.0% 0.0% 22 +7,249 1.84% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 376,795 2,743 0.0% 0.0% 23 +213,029 130.08% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 366,016 2,664 0.01% 0.01% 24 -44,912 -10.93% Q1 2026 May 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 330,647 2,407 0.0% 0.0% 25 +154,814 88.05% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Added to 330,524 2,406 0.0% 0.0% 26 +99,864 43.29% Q1 2026 May 11, 2026
VANGUARD FIDUCIARY TRUST CO History New 309,157 2,250 0.0% 27 +309,157 New Q1 2026 May 08, 2026
Empowered Funds, LLC History Added to 282,398 2,055 0.01% 0.04% 28 +40,728 16.85% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 274,963 2,001 0.01% 0.01% 29 +24,841 9.93% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 191,160 1,838 0.0% 0.0% 30 +151,960 387.65% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 248,285 1,807 0.0% 0.0% 31 +229,785 1242.08% Q1 2026 May 15, 2026
UBS Group AG History Reduced 236,025 1,718 0.0% 0.0% 32 -113,427 -32.46% Q1 2026 May 05, 2026
Vanguard Global Advisers, LLC History New 229,226 1,668 0.0% 33 +229,226 New Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 228,700 1,664 0.0% 0.0% 34 -2,200 -0.95% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 207,297 1,484 0.0% 0.0% 35 -240,327 -53.69% Q1 2026 May 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 179,249 1,304 0.02% 0.03% 36 +27,281 17.95% Q1 2026 Apr 20, 2026
Creative Planning History Added to 169,235 1,232 0.0% 0.0% 37 +67,106 65.71% Q1 2026 May 12, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 166,573 1,212 0.02% 0.02% 38 +60,407 56.9% Q1 2026 Apr 13, 2026
Nuveen, LLC History Added to 158,737 1,155 0.0% 0.0% 39 +1,540 0.98% Q1 2026 Apr 30, 2026
Y-Intercept (Hong Kong) Ltd History Added to 154,918 1,127 0.02% 0.03% 40 +3,736 2.47% Q1 2026 Apr 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 144,602 1,052 0.0% 0.0% 41 -11,350 -7.28% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Added to 129,689 944 0.0% 0.0% 42 +84,586 187.54% Q1 2026 May 06, 2026
BNP Paribas Asset Management Holding S.A. History No change 118,963 866 0.0% 0.0% 43 0 0.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Added to 118,544 863 0.01% 0.0% 44 +88,410 293.39% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 112,926 822 0.0% 45 +112,926 New Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 111,984 815 0.02% 0.02% 46 +16,125 16.82% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 110,136 801 0.0% 0.0% 47 -164,964 -59.97% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 108,479 789 0.01% 0.03% 48 +6,710 6.59% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Added to 103,320 752 0.01% 0.01% 49 +9,498 10.12% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 99,275 722 0.0% 0.0% 50 -11,575 -10.44% Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Added to 96,857 705 0.0% 0.0% 51 +7,729 8.67% Q1 2026 May 13, 2026
CWA Asset Management Group, LLC History Added to 92,300 671 0.02% 0.03% 52 +14,028 17.92% Q1 2026 Apr 20, 2026
FRANKLIN RESOURCES INC History Reduced 92,092 670 0.0% 0.0% 53 -13,018 -12.39% Q1 2026 May 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 89,123 648 0.0% 0.0% 54 0 0.0% Q1 2026 May 15, 2026
STRS OHIO History Added to 79,300 577 0.0% 0.0% 55 +21,200 36.49% Q1 2026 Apr 24, 2026
BARCLAYS PLC History Reduced 78,860 574 0.0% 0.0% 56 -62,376 -44.16% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 78,009 567 0.0% 57 +78,009 New Q1 2026 May 14, 2026
SummerHaven Investment Management, LLC History Reduced 76,177 554 0.34% 0.5% 58 -14,765 -16.24% Q1 2026 Apr 24, 2026
BANK OF AMERICA CORP /DE/ History Reduced 74,405 541 0.0% 0.0% 59 -18,924 -20.28% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 72,397 527 0.0% 0.0% 60 +466 0.65% Q1 2026 May 14, 2026
Inspire Investing, LLC History Added to 70,828 515 0.04% 0.04% 61 +22,453 46.41% Q1 2026 Apr 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 69,693 508 0.0% 0.0% 62 +5,712 8.93% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 69,487 505 0.0% 0.0% 63 -16,488 -19.18% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Added to 68,793 500 0.0% 0.0% 64 +10,936 18.9% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Reduced 65,222 474 0.0% 0.0% 65 -1,773 -2.65% Q1 2026 May 11, 2026
RHUMBLINE ADVISERS History Reduced 61,689 449 0.0% 0.0% 66 -3,445 -5.29% Q1 2026 May 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 61,195 445 0.0% 0.0% 67 +6,465 11.81% Q1 2026 May 08, 2026
Aquatic Capital Management LLC History Added to 58,222 423 0.01% 0.0% 68 +44,596 327.29% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 54,318 395 0.0% 0.0% 69 +54,203 47133.04% Q1 2026 May 01, 2026
Brooklyn Investment Group History New 51,266 373 0.01% 70 +51,266 New Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History Added to 46,906 341 0.0% 0.0% 71 +16,071 52.12% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Reduced 45,048 327 0.02% 0.03% 72 -11,754 -20.69% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History New 42,074 306 0.0% 74 +42,074 New Q1 2026 May 15, 2026
COMERICA BANK History No change 31,814 306 0.0% 0.0% 73 0 0.0% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 40,909 297 0.0% 0.0% 75 -138,324 -77.18% Q1 2026 May 15, 2026
Atom Investors LP History Added to 39,530 287 0.02% 0.02% 76 +14,861 60.24% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 38,371 279 0.0% 0.0% 77 -20,080 -34.35% Q1 2026 May 13, 2026
Verdad Advisers, LP History Reduced 36,172 263 0.3% 0.87% 78 -42,576 -54.07% Q1 2026 May 15, 2026
DGS Capital Management, LLC History Reduced 36,144 263 0.04% 0.09% 79 -15,593 -30.14% Q1 2026 Apr 28, 2026
HSBC HOLDINGS PLC History Reduced 33,712 243 0.0% 0.0% 80 -22,998 -40.55% Q1 2026 Apr 30, 2026
CWM, LLC History Added to 33,369 242 0.0% 0.0% 81 +6,431 23.87% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 32,300 235 0.0% 0.0% 82 -4,400 -11.99% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 32,178 234 0.0% 0.0% 83 +7,439 30.07% Q1 2026 Apr 14, 2026
Range Financial Group LLC History Added to 30,441 221 0.07% 0.09% 84 +1,982 6.96% Q1 2026 Apr 30, 2026
State of Wyoming History Added to 30,072 218 0.03% 0.03% 85 +5,092 20.38% Q1 2026 May 13, 2026
HRT FINANCIAL LP History New 29,748 216 0.0% 86 +29,748 New Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 27,121 197 0.0% 0.0% 87 +5,975 28.26% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 25,459 188 0.0% 0.0% 88 +3,442 15.63% Q1 2026 Apr 08, 2026
Graham Capital Management, L.P. History Reduced 25,609 186 0.0% 0.01% 89 -3,346 -11.56% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 25,410 184 0.0% 0.0% 90 -30,996 -54.95% Q1 2026 May 11, 2026
Cambria Investment Management, L.P. History Added to 25,194 183 0.01% 0.01% 91 +9,690 62.5% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,272 169 0.0% 0.0% 92 +544 2.39% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 22,017 160 0.0% 0.0% 93 -51,613 -70.1% Q1 2026 May 13, 2026
MANGROVE PARTNERS IM, LLC History No change 22,046 160 0.01% 0.02% 94 0 0.0% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 21,761 158 0.0% 0.0% 95 -63,548 -74.49% Q1 2026 May 14, 2026
Man Group plc History New 20,795 151 0.0% 96 +20,795 New Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 20,675 150 0.0% 0.0% 97 -181,516 -89.77% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History No change 20,100 146 0.0% 0.0% 98 0 0.0% Q1 2026 May 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 19,402 141 0.0% 0.0% 99 -181 -0.92% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History New 19,262 140 0.0% 100 +19,262 New Q1 2026 May 04, 2026
State of Alaska, Department of Revenue History Added to 19,187 139 0.0% 0.0% 101 +9,000 88.35% Q1 2026 Apr 20, 2026
Vanguard Personalized Indexing Management, LLC History Added to 18,907 137 0.0% 0.0% 102 +1,760 10.26% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 16,975 123 0.0% 0.0% 103 -14,205 -45.56% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Reduced 16,439 119 0.0% 0.0% 104 -3,895 -19.16% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,009 116 0.0% 0.0% 105 -93,228 -85.34% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Added to 15,515 112 0.0% 0.0% 106 +361 2.38% Q1 2026 May 08, 2026
Caprock Group, LLC History Reduced 14,784 107 0.0% 0.0% 107 -8,836 -37.41% Q1 2026 May 11, 2026
Cerity Partners LLC History New 14,098 102 0.0% 108 +14,098 New Q1 2026 May 15, 2026
MEEDER ASSET MANAGEMENT INC History No change 13,821 100 0.01% 0.01% 109 0 0.0% Q1 2026 May 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,768 100 0.0% 0.0% 110 0 0.0% Q1 2026 Apr 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 13,396 97 0.0% 111 +13,396 New Q1 2026 May 15, 2026
Bridgefront Capital, LLC History New 13,228 96 0.02% 112 +13,228 New Q1 2026 May 15, 2026
Ethic Inc. History Reduced 13,057 95 0.0% 0.0% 113 -824 -5.94% Q1 2026 Apr 27, 2026
AlphaQuest LLC History No change 9,953 95 0.01% 0.01% 114 0 0.0% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 13,035 94 0.0% 0.0% 115 -1,434 -9.91% Q1 2026 May 15, 2026
One Wealth Advisors, LLC History Added to 12,974 94 0.01% 0.01% 116 +593 4.79% Q1 2026 Apr 21, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 12,313 89 0.01% 0.01% 117 -5,264 -29.95% Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 11,201 81 0.0% 0.0% 118 +856 8.27% Q1 2026 May 13, 2026
Robeco Institutional Asset Management B.V. History No change 10,917 79 0.0% 0.0% 119 0 0.0% Q1 2026 Apr 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,721 78 0.0% 0.0% 120 0 0.0% Q1 2026 May 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 8,271 60 0.0% 0.0% 121 -198 -2.34% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 7,363 53 0.0% 0.0% 122 +455 6.59% Q1 2026 Apr 27, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 6,590 47 0.0% 0.0% 123 -318 -4.6% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,279 38 0.0% 0.0% 124 0 0.0% Q1 2026 May 14, 2026
FMR LLC History Reduced 4,784 34 0.0% 0.0% 125 -533 -10.02% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 4,521 33 0.0% 0.0% 126 +102 2.31% Q1 2026 Apr 27, 2026
Legal & General Group Plc History No change 4,232 30 0.0% 0.0% 127 0 0.0% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 4,085 29 0.0% 0.0% 128 0 0.0% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 3,499 25 0.0% 0.0% 129 +1,030 41.72% Q1 2026 Jun 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,647 19 0.0% 0.0% 130 -364 -12.09% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 2,563 18 0.0% 0.0% 131 +583 29.44% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 2,339 17 0.0% 0.0% 132 +939 67.07% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 2,240 16 0.0% 0.0% 133 +888 65.68% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 2,172 15 0.0% 0.0% 134 -967 -30.81% Q1 2026 May 14, 2026
Destiny Wealth Partners, LLC History New 1,955 14 0.0% 135 +1,955 New Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 1,598 11 0.0% 0.0% 136 -1,294 -44.74% Q1 2026 Apr 22, 2026
Investors Research Corp History No change 1,515 11 0.0% 0.0% 137 0 0.0% Q1 2026 Apr 03, 2026
GAMMA Investing LLC History Reduced 1,354 9 0.0% 0.0% 140 -1,484 -52.29% Q1 2026 Apr 06, 2026
MAI Capital Management History Added to 1,328 9 0.0% 138 +1,252 1647.37% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Reduced 1,260 9 0.0% 0.0% 139 -157 -11.08% Q1 2026 Apr 07, 2026
GROUP ONE TRADING LLC History Added to 1,114 8 0.0% 0.0% 141 +890 397.32% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 1,095 7 0.0% 0.0% 142 +628 134.48% Q1 2026 May 14, 2026
Essential Partners LLC History Reduced 1,077 7 0.0% 0.0% 143 -494 -31.44% Q1 2026 May 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 879 6 0.0% 0.0% 144 +376 74.75% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Reduced 918 6 0.0% 0.0% 145 -208 -18.47% Q1 2026 Apr 07, 2026
Covestor Ltd History Added to 724 5 0.0% 0.0% 146 +62 9.37% Q1 2026 May 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 614 4 0.0% 0.01% 147 -15,372 -96.16% Q1 2026 Apr 28, 2026
Smartleaf Asset Management LLC History Reduced 693 4 0.0% 0.0% 148 -325 -31.93% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History No change 603 4 0.0% 0.0% 149 0 0.0% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Reduced 399 3 0.0% 0.0% 151 -1,336 -77.0% Q1 2026 May 15, 2026
Western Wealth Management, LLC History New 501 3 0.0% 155 +501 New Q1 2026 May 19, 2026
Arax Advisory Partners History Added to 468 3 0.0% 0.0% 153 +314 203.9% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 456 3 0.0% 0.0% 150 -269 -37.1% Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History Reduced 487 3 0.0% 0.0% 154 -134 -21.58% Q1 2026 Apr 24, 2026
Family Capital Trust Co History No change 500 3 0.0% 0.0% 152 0 0.0% Q1 2026 Apr 29, 2026
OSAIC HOLDINGS, INC. History Reduced 388 2 0.0% 0.0% 156 -183 -32.05% Q1 2026 May 15, 2026
Harvest Fund Management Co., Ltd History Reduced 134 1 0.0% 0.0% 159 -6,636 -98.02% Q1 2026 May 13, 2026
WealthCollab, LLC History Reduced 250 1 0.0% 0.0% 161 -288 -53.53% Q1 2026 May 13, 2026
Intentional Wealth Strategies, LLC History New 163 1 0.0% 164 +163 New Q1 2026 May 05, 2026
JPL Wealth Management, LLC History New 153 1 0.0% 163 +153 New Q1 2026 May 08, 2026
Advisory Services Network, LLC History New 140 1 0.0% 162 +140 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 209 1 0.0% 0.0% 157 -13 -5.86% Q1 2026 May 07, 2026
Johnson Financial Group, Inc. History No change 177 1 0.0% 0.0% 158 0 0.0% Q1 2026 May 07, 2026
Addison Advisors LLC History No change 200 1 0.0% 0.0% 160 0 0.0% Q1 2026 May 08, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.18% -665,560 -100.0% Q1 2026 May 04, 2026
Portolan Capital Management, LLC History Closed out 0 0 0.31% -596,724 -100.0% Q1 2026 May 15, 2026
Aristotle Capital Boston, LLC History Closed out 0 0 0.12% -223,150 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.02% -200,825 -100.0% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -76,605 -100.0% Q1 2026 Apr 22, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.01% -66,339 -100.0% Q1 2026 May 22, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -62,353 -100.0% Q1 2026 May 08, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -45,931 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 0.05% -35,609 -100.0% Q1 2026 May 12, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.03% -34,243 -100.0% Q1 2026 May 13, 2026
RBF Capital, LLC History Closed out 0 0 0.01% -30,410 -100.0% Q1 2026 May 18, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -19,530 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -17,315 -100.0% Q1 2026 Apr 16, 2026
Corient Private Wealth LLC History Closed out 0 0 0.0% -17,252 -100.0% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -15,204 -100.0% Q1 2026 May 13, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.03% -11,585 -100.0% Q1 2026 May 11, 2026
Atlantic Union Bankshares Corp History Reduced 124 0 0.0% -3,091 -96.14% Q1 2026 May 12, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,536 -100.0% Q1 2026 May 08, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.0% -1,468 -100.0% Q1 2026 May 15, 2026
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -596 -100.0% Q1 2026 Apr 30, 2026
Versant Capital Management, Inc History Closed out 0 0 0.0% -572 -100.0% Q1 2026 Apr 06, 2026
Dogwood Wealth Management LLC History Closed out 0 0 0.0% -249 -100.0% Q1 2026 May 12, 2026
Advisors Asset Management, Inc. History Closed out 0 0 0.0% -149 -100.0% Q1 2026 May 15, 2026
Frazier Financial Advisors, LLC History New 130 0 +130 New Q1 2026 May 05, 2026
True Wealth Design, LLC History Reduced 118 0 0.0% -79 -40.1% Q1 2026 Apr 13, 2026
Larson Financial Group LLC History Closed out 0 0 -78 -100.0% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Closed out 0 0 -67 -100.0% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 68 0 +66 3300.0% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 65 0 +65 New Q1 2026 May 15, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 -62 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 -53 -100.0% Q1 2026 Jun 02, 2026
SJS Investment Consulting Inc. History Added to 73 0 +52 247.62% Q1 2026 Apr 23, 2026
Investors Portfolio Services LLC History New 49 0 +49 New Q1 2026 May 14, 2026
Root Financial Partners, LLC History New 47 0 +47 New Q1 2026 Apr 24, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 117 0 0.0% -12 -9.3% Q1 2026 Apr 30, 2026
Clearstead Advisors, LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 06, 2026
IFP Advisors, Inc History Added to 3 0 +1 50.0% Q1 2026 Apr 13, 2026
Hughes Financial Services, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 29, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 30 0 0 0.0% Q1 2026 May 06, 2026
Anchor Investment Management, LLC History No change 50 0 0 0.0% Q1 2026 May 01, 2026
BFSG, LLC History No change 15 0 0 0.0% Q1 2026 Apr 28, 2026
Global Retirement Partners, LLC History No change 25 0 0 0.0% Q4 2025 Feb 06, 2026
Financial Connections Group, Inc. History No change 109 0 0.0% 0 0.0% Q1 2026 May 01, 2026
Fortitude Family Office, LLC History No change 81 0 0 0.0% Q1 2026 Apr 15, 2026
Torren Management, LLC History No change 2 0 0 0.0% Q1 2026 Apr 30, 2026