OCEANFIRST FINANCIAL CORP - OCFC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 6,733,554 121,473 0.0% 0.0% 1 -371,412 -5.23% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,409,103 61,498 0.01% 0.01% 2 +179,364 5.55% Q1 2026 May 07, 2026
VANGUARD GROUP INC History No change 3,407,118 61,157 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 2,882,373 51,998 0.0% 0.0% 4 +1,064,662 58.57% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,595,433 46,821 0.01% 0.01% 5 -670,182 -20.52% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,427,174 43,786 0.0% 6 +2,427,174 New Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 2,176,587 39,266 0.03% 0.0% 7 +2,102,496 2837.72% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 1,996,225 36,011 0.01% 0.01% 8 -1,923 -0.1% Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,572,509 28,368 0.02% 0.01% 9 +1,018,694 183.94% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,410,048 25,440 0.0% 0.0% 10 -10,394 -0.73% Q1 2026 May 15, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 1,383,588 24,959 0.57% 0.51% 11 +181,557 15.1% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,228,688 22,165 0.01% 0.01% 12 -70,821 -5.45% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Reduced 1,224,795 22,095 0.19% 0.19% 13 -27,240 -2.18% Q1 2026 May 13, 2026
ENDEAVOUR CAPITAL ADVISORS INC History Added to 1,128,352 20,355 4.62% 4.0% 14 +328,355 41.04% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 846,342 15,268 0.0% 0.0% 15 +8,124 0.97% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 798,906 14,412 1.36% 16 +798,906 New Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Added to 718,008 12,952 0.07% 0.06% 17 +915 0.13% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 698,411 12,599 0.0% 0.0% 18 +381,868 120.64% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 691,405 12,472 0.04% 0.04% 19 -12,620 -1.79% Q1 2026 May 15, 2026
STRATEGIC VALUE BANK PARTNERS LLC History New 627,333 11,317 6.08% 20 +627,333 New Q1 2026 Apr 28, 2026
JPMORGAN CHASE & CO History Reduced 638,675 11,259 0.0% 0.0% 21 -102,910 -13.88% Q1 2026 May 13, 2026
Nuveen, LLC History Added to 622,344 11,227 0.0% 0.0% 22 +4,710 0.76% Q1 2026 Apr 30, 2026
CANYON CAPITAL ADVISORS LLC History New 613,230 11,062 1.43% 23 +613,230 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 570,700 10,295 0.0% 24 +570,700 New Q1 2026 May 08, 2026
GLENMEDE TRUST CO NA History Reduced 567,911 10,245 0.05% 0.05% 25 -53,092 -8.55% Q1 2026 May 26, 2026
AMERIPRISE FINANCIAL INC History Reduced 549,838 9,919 0.0% 0.0% 26 -17,146 -3.02% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 534,209 9,637 0.0% 0.0% 27 +463,615 656.73% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 501,862 9,053 0.0% 0.0% 28 +20,707 4.3% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 493,623 8,904 0.0% 0.0% 29 +68,347 16.07% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Reduced 484,530 8,740 0.09% 0.25% 30 -882,118 -64.55% Q1 2026 May 12, 2026
LSV ASSET MANAGEMENT History Reduced 482,508 8,704 0.02% 0.02% 31 -24,200 -4.78% Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Added to 470,092 8,480 0.0% 0.0% 32 +1,896 0.4% Q1 2026 May 05, 2026
TWO SIGMA ADVISERS, LP History No change 453,400 8,138 0.02% 0.02% 33 0 0.0% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 402,847 7,267 0.0% 0.0% 34 -41,508 -9.34% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 402,700 7,264 0.0% 0.0% 35 +115,500 40.22% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 367,505 6,629 0.0% 36 +367,505 New Q1 2026 May 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 322,843 5,824 0.12% 0.12% 37 +6,658 2.11% Q1 2026 May 15, 2026
CSM Advisors, LLC History Reduced 320,718 5,788 0.14% 0.16% 38 -1,696 -0.53% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 307,356 5,544 0.01% 0.0% 39 +164,313 114.87% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 275,825 4,975 0.0% 0.0% 40 +86,951 46.04% Q1 2026 May 13, 2026
Glendon Capital Management LP History New 275,500 4,970 0.62% 41 +275,500 New Q1 2026 May 11, 2026
THIRD AVENUE MANAGEMENT LLC History Added to 246,662 4,449 0.72% 0.63% 42 +53,855 27.93% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 235,882 4,255 0.01% 0.01% 43 +1,232 0.53% Q1 2026 May 15, 2026
FMR LLC History Added to 225,002 4,059 0.0% 0.0% 44 +38,767 20.82% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 210,107 3,790 0.02% 45 +210,107 New Q1 2026 May 14, 2026
HENNESSY ADVISORS INC History Added to 195,000 3,517 0.13% 0.11% 46 +15,000 8.33% Q1 2026 Apr 21, 2026
JUPITER ASSET MANAGEMENT LTD History New 183,046 3,302 0.02% 47 +183,046 New Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 168,611 3,041 0.0% 0.01% 48 -199,273 -54.17% Q1 2026 May 08, 2026
Addison Capital Co History Added to 165,173 2,979 0.53% 0.55% 49 +42,450 34.59% Q1 2026 Apr 29, 2026
GAMCO INVESTORS, INC. ET AL History No change 159,000 2,868 0.03% 0.03% 50 0 0.0% Q1 2026 May 14, 2026
BESSEMER GROUP INC History No change 158,180 2,854 0.0% 0.0% 51 0 0.0% Q1 2026 May 06, 2026
Man Group plc History New 150,834 2,721 0.0% 52 +150,834 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 132,598 2,392 0.0% 0.0% 53 -45,799 -25.67% Q1 2026 May 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 128,451 2,317 0.04% 0.04% 54 -6,824 -5.04% Q1 2026 Apr 13, 2026
UBS Group AG History Reduced 127,409 2,298 0.0% 0.0% 55 -37,993 -22.97% Q1 2026 May 05, 2026
D. E. Shaw & Co., Inc. History New 120,073 2,166 0.0% 56 +120,073 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 115,618 2,085 0.0% 57 +115,618 New Q1 2026 May 15, 2026
Swiss National Bank History No change 113,133 2,040 0.0% 0.0% 58 0 0.0% Q1 2026 May 07, 2026
ExodusPoint Capital Management, LP History Added to 109,992 1,984 0.02% 0.01% 59 +55,422 101.56% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 107,797 1,944 0.0% 0.0% 60 +9,136 9.26% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 103,404 1,865 0.0% 0.0% 61 +598 0.58% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 100,159 1,806 0.0% 0.0% 62 -132,853 -57.02% Q1 2026 May 11, 2026
Jump Financial, LLC History Added to 99,900 1,802 0.02% 0.01% 63 +66,696 200.87% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 99,489 1,794 0.0% 64 +99,489 New Q1 2026 May 08, 2026
Creative Planning History Reduced 94,576 1,706 0.0% 0.0% 65 -6,075 -6.04% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 88,414 1,594 0.0% 0.0% 66 +77,744 728.62% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 83,600 1,508 0.01% 67 +83,600 New Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 82,496 1,488 0.0% 0.0% 68 +38,243 86.42% Q1 2026 Apr 27, 2026
SEI INVESTMENTS CO History Added to 82,154 1,482 0.0% 0.0% 69 +23,348 39.7% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 81,719 1,475 0.0% 0.0% 70 +7,332 9.86% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 80,897 1,459 0.0% 0.0% 71 +14,699 22.2% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History No change 73,444 1,324 0.0% 0.0% 72 0 0.0% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 71,722 1,293 0.0% 73 +71,722 New Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Added to 69,886 1,260 0.01% 0.0% 74 +20,163 40.55% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 68,247 1,225 0.0% 0.0% 75 +18 0.03% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 67,758 1,222 0.0% 0.0% 76 +57,758 577.58% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 67,690 1,221 0.01% 77 +67,690 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 66,425 1,198 0.0% 0.0% 78 +14,644 28.28% Q1 2026 May 11, 2026
RHUMBLINE ADVISERS History Reduced 65,067 1,173 0.0% 0.0% 79 -4,311 -6.21% Q1 2026 May 12, 2026
Mariner, LLC History Reduced 55,284 997 0.0% 0.0% 80 -17,396 -23.94% Q1 2026 May 13, 2026
Verition Fund Management LLC History Reduced 53,800 970 0.01% 0.01% 81 -134,980 -71.5% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 53,446 964 0.0% 0.0% 82 -419 -0.78% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 52,621 949 0.0% 0.0% 83 +6,133 13.19% Q1 2026 May 06, 2026
ROYAL BANK OF CANADA History Added to 49,065 885 0.0% 0.0% 84 +608 1.25% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 48,477 874 0.0% 0.0% 85 -4,761 -8.94% Q1 2026 May 08, 2026
Pinnacle Holdings, LLC History Reduced 47,839 863 0.28% 0.31% 86 -3,401 -6.64% Q1 2026 May 08, 2026
Independent Advisor Alliance History Added to 45,214 815 0.01% 0.02% 87 +214 0.48% Q1 2026 May 12, 2026
GABELLI FUNDS LLC History Added to 42,000 757 0.01% 0.0% 88 +9,656 29.85% Q1 2026 May 14, 2026
Nierenberg Investment Management Company, LLC History New 39,555 713 0.35% 89 +39,555 New Q1 2026 May 13, 2026
STRS OHIO History Added to 38,800 699 0.0% 0.0% 90 +3,100 8.68% Q1 2026 Apr 24, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 38,413 692 0.0% 91 +38,413 New Q1 2026 May 08, 2026
SG Americas Securities, LLC History Added to 38,136 688 0.0% 0.0% 92 +10,349 37.24% Q1 2026 Apr 16, 2026
Brandywine Global Investment Management, LLC History No change 38,004 682 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 34,165 616 0.16% 94 +34,165 New Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 33,288 600 0.02% 0.02% 95 +3,586 12.07% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 32,000 577 0.0% 0.0% 96 0 0.0% Q1 2026 Apr 29, 2026
HRT FINANCIAL LP History New 31,910 575 0.0% 97 +31,910 New Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History New 31,604 570 0.03% 98 +31,604 New Q1 2026 May 15, 2026
Allworth Financial LP History Added to 30,109 543 0.0% 0.0% 99 +34 0.11% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 29,567 533 0.0% 0.0% 100 +692 2.4% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 29,369 529 0.0% 0.0% 101 -5,055 -14.68% Q1 2026 May 15, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 29,137 525 0.17% 0.16% 102 -875 -2.92% Q1 2026 Apr 28, 2026
JANE STREET GROUP, LLC History Reduced 28,066 506 0.0% 0.0% 103 -45,437 -61.82% Q1 2026 May 12, 2026
LPL Financial LLC History Reduced 28,033 505 0.0% 0.0% 104 -9,763 -25.83% Q1 2026 May 06, 2026
COMERICA BANK History No change 27,981 502 0.0% 0.0% 105 0 0.0% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History New 27,741 500 0.0% 106 +27,741 New Q1 2026 May 01, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 26,928 485 0.05% 0.05% 107 -48 -0.18% Q1 2026 Apr 29, 2026
EAGLE WEALTH STRATEGIES LLC History No change 26,581 479 0.21% 0.22% 108 0 0.0% Q1 2026 Apr 10, 2026
JANUS HENDERSON GROUP PLC History No change 26,388 476 0.0% 0.0% 109 0 0.0% Q1 2026 May 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 26,384 475 0.0% 0.0% 110 +294 1.13% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 26,137 471 0.01% 0.0% 111 +20,731 383.48% Q1 2026 May 15, 2026
SYKON CAPITAL LLC History No change 25,521 460 0.15% 0.15% 112 0 0.0% Q1 2026 Apr 22, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 25,300 456 0.06% 0.06% 113 -1,700 -6.3% Q1 2026 May 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 24,426 440 0.0% 0.0% 114 -21,173 -46.43% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 23,697 427 0.0% 0.0% 115 -472 -1.95% Q1 2026 May 04, 2026
World Investment Advisors History Reduced 21,298 384 0.01% 0.01% 116 -692 -3.15% Q1 2026 Apr 27, 2026
CHOREO, LLC History No change 20,490 369 0.0% 0.0% 117 0 0.0% Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 20,014 361 0.01% 0.01% 118 0 0.0% Q1 2026 May 13, 2026
MENDON CAPITAL ADVISORS CORP History New 20,000 360 0.14% 119 +20,000 New Q1 2026 May 15, 2026
Boston Partners History Reduced 19,783 356 0.0% 0.0% 120 -703 -3.43% Q1 2026 May 11, 2026
WINTON GROUP Ltd History New 19,200 346 0.01% 121 +19,200 New Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 18,938 341 0.0% 0.0% 122 +1,205 6.8% Q1 2026 May 08, 2026
Ledgewood Wealth Advisors, LLC History Reduced 18,890 340 0.19% 0.2% 123 -114 -0.6% Q1 2026 Apr 13, 2026
CWM, LLC History Reduced 18,466 333 0.0% 0.0% 124 -4,981 -21.24% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 18,406 332 0.0% 125 +18,406 New Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Reduced 18,254 329 0.0% 0.0% 126 -10 -0.05% Q1 2026 Apr 22, 2026
COMMERCE BANK History Added to 17,530 316 0.0% 0.0% 127 +160 0.92% Q1 2026 May 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 17,463 315 0.0% 0.0% 128 +1,110 6.79% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 17,339 313 0.03% 0.03% 129 -6,628 -27.65% Q1 2026 Apr 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,878 304 0.0% 0.0% 130 +4,509 36.45% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 16,638 300 0.0% 0.0% 131 0 0.0% Q1 2026 May 08, 2026
Numerai GP LLC History New 16,618 299 0.03% 132 +16,618 New Q1 2026 May 15, 2026
Virtu Financial LLC History Added to 16,151 291 0.01% 0.01% 133 +1,019 6.73% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,841 285 0.0% 0.0% 134 0 0.0% Q1 2026 Apr 29, 2026
Arizona State Retirement System History Reduced 15,763 284 0.0% 0.0% 135 -207 -1.3% Q1 2026 May 01, 2026
MQS Management LLC History New 15,447 278 0.19% 137 +15,447 New Q1 2026 Apr 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,444 278 0.0% 0.0% 136 0 0.0% Q1 2026 May 06, 2026
CAXTON ASSOCIATES LLP History New 15,131 272 0.01% 138 +15,131 New Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,025 271 0.0% 0.0% 139 -10,672 -41.53% Q1 2026 May 15, 2026
Amundi History New 14,380 259 0.0% 140 +14,380 New Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 13,870 250 0.0% 0.0% 141 +86 0.62% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 13,583 247 0.0% 0.0% 142 +2,135 18.65% Q1 2026 Apr 08, 2026
CIBC Bancorp USA Inc. History New 13,522 243 0.0% 144 +13,522 New Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,497 243 0.0% 0.0% 143 -7,630 -36.11% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,132 236 0.0% 0.0% 145 0 0.0% Q1 2026 May 15, 2026
CWA Asset Management Group, LLC History Reduced 12,500 225 0.01% 0.01% 146 -214 -1.68% Q1 2026 Apr 20, 2026
WBI INVESTMENTS, LLC History New 12,162 219 0.06% 147 +12,162 New Q1 2026 May 11, 2026
TUDOR INVESTMENT CORP ET AL History New 11,947 215 0.0% 149 +11,947 New Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 11,949 215 0.0% 0.0% 148 -2,190 -15.49% Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History No change 11,033 199 0.0% 0.0% 150 0 0.0% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,754 194 0.0% 0.0% 151 -637 -5.59% Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 10,691 191 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Added to 10,517 190 0.0% 0.0% 153 +171 1.65% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 15,425 188 0.0% 0.0% 154 +5,055 48.75% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Reduced 10,207 184 0.0% 0.0% 155 -1,000 -8.92% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 10,119 182 0.0% 0.0% 156 -22 -0.22% Q1 2026 Apr 07, 2026
Byrne Asset Management LLC History No change 8,630 155 0.09% 0.09% 157 0 0.0% Q1 2026 Apr 02, 2026
EMC Capital Management History No change 8,459 152 0.07% 0.07% 158 0 0.0% Q4 2025 Mar 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 6,973 121 0.0% 159 +6,919 12812.96% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 5,548 99 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 5,209 93 0.04% 0.04% 161 0 0.0% Q1 2026 May 05, 2026
Quantbot Technologies LP History New 5,088 91 0.0% 162 +5,088 New Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History No change 4,778 86 0.0% 0.0% 163 0 0.0% Q1 2026 May 13, 2026
North Star Investment Management Corp. History No change 4,794 86 0.01% 0.01% 164 0 0.0% Q1 2026 Apr 23, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 4,275 77 0.01% 0.01% 165 0 0.0% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Reduced 3,726 67 0.0% 0.0% 166 -3,000 -44.6% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 2,326 41 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 20, 2026
ASSETMARK, INC History No change 2,024 36 0.0% 0.0% 168 0 0.0% Q1 2026 May 06, 2026
Sterling Capital Management LLC History Reduced 1,863 33 0.0% 0.0% 169 -1,391 -42.75% Q1 2026 Apr 22, 2026
Versant Capital Management, Inc History Added to 1,475 26 0.0% 0.0% 170 +39 2.72% Q1 2026 Apr 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,395 25 0.0% 0.0% 172 +305 27.98% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,387 25 0.0% 0.0% 171 +14 1.02% Q1 2026 May 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,215 21 0.0% 0.0% 174 +38 3.23% Q1 2026 May 14, 2026
TOMPKINS FINANCIAL CORP History No change 1,200 21 0.0% 0.0% 173 0 0.0% Q1 2026 Apr 09, 2026
NVWM, LLC History No change 1,147 20 0.0% 0.0% 175 0 0.0% Q1 2026 Apr 27, 2026
AlphaQuest LLC History No change 1,152 20 0.0% 0.0% 176 0 0.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Added to 1,006 18 0.0% 0.0% 177 +928 1189.74% Q1 2026 Jun 02, 2026
Atlantic Union Bankshares Corp History No change 900 16 0.0% 0.0% 178 0 0.0% Q1 2026 May 12, 2026
EverSource Wealth Advisors, LLC History Added to 772 13 0.0% 0.0% 179 +59 8.27% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 698 12 0.0% 0.0% 180 +264 60.83% Q1 2026 Apr 06, 2026
SIGNATUREFD, LLC History Added to 628 11 0.0% 0.0% 181 +499 386.82% Q1 2026 Apr 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 512 9 0.0% 0.0% 182 0 0.0% Q1 2026 May 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 374 6 0.0% 0.0% 183 0 0.0% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History New 325 5 0.0% 186 +325 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 293 5 0.0% 0.0% 184 +45 18.15% Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 319 5 0.0% 0.0% 185 -5 -1.54% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Added to 400 4 0.0% 0.0% 187 +277 225.2% Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History New 270 4 0.0% 192 +270 New Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 243 4 0.0% 0.0% 189 -230 -48.63% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History No change 267 4 0.0% 0.0% 188 0 0.0% Q1 2026 Jun 02, 2026
Parallel Advisors, LLC History No change 256 4 0.0% 0.0% 190 0 0.0% Q1 2026 Jun 02, 2026
Colonial Trust Co / SC History No change 245 4 0.0% 0.0% 191 0 0.0% Q1 2026 May 12, 2026
Root Financial Partners, LLC History New 188 3 0.0% 198 +188 New Q1 2026 Apr 24, 2026
Quarry LP History Reduced 170 3 0.0% 0.0% 195 -107 -38.63% Q1 2026 May 15, 2026
Larson Financial Group LLC History Reduced 180 3 0.0% 0.0% 193 -45 -20.0% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 187 3 0.0% 0.0% 197 -20 -9.66% Q1 2026 May 21, 2026
Key FInancial Inc History No change 180 3 0.0% 0.0% 194 0 0.0% Q1 2026 Apr 24, 2026
HFM Investment Advisors, LLC History No change 214 3 0.0% 0.0% 196 0 0.0% Q1 2026 May 01, 2026
Sunbelt Securities, Inc. History Reduced 125 2 0.0% 0.0% 199 -7 -5.3% Q1 2026 May 15, 2026
Covestor Ltd History Added to 46 1 0.0% 0.0% 201 +14 43.75% Q1 2026 May 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 100 1 0.0% 0.0% 200 0 0.0% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History No change 85 1 0.0% 0.0% 202 0 0.0% Q1 2026 May 15, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Closed out 0 0 2.0% -197,050 -100.0% Q1 2026 May 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -142,210 -100.0% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -94,255 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -62,744 -100.0% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -37,738 -100.0% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -33,726 -100.0% Q1 2026 May 05, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -20,600 -100.0% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -15,306 -100.0% Q1 2026 May 14, 2026
nVerses Capital, LLC History Closed out 0 0 0.48% -11,968 -100.0% Q1 2026 May 13, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -10,274 -100.0% Q1 2026 Apr 24, 2026
SIMPLEX TRADING, LLC History Reduced 42 0 0.0% -3,366 -98.77% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,766 -100.0% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Closed out 0 0 0.0% -553 -100.0% Q1 2026 May 14, 2026
Eurizon Capital SGR S.p.A. History Closed out 0 0 0.0% -280 -100.0% Q1 2026 May 08, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 2 0 0.0% -178 -98.89% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History New 23 0 +23 New Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 25 0 -17 -40.48% Q1 2026 May 07, 2026
True Wealth Design, LLC History Reduced 10 0 -5 -33.33% Q1 2026 Apr 13, 2026
Kilter Group LLC History New 4 0 +4 New Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
Trust Co History No change 24 0 0 0.0% Q1 2026 Apr 13, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q1 2026 Apr 27, 2026
Smallwood Wealth Investment Management, LLC History No change 37 0 0 0.0% Q1 2026 Apr 22, 2026
Smartleaf Asset Management LLC History No change 26 0 0 0.0% Q1 2026 May 15, 2026