PATRICK INDUSTRIES INC - PATK

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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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 4,764,536 529,197 0.01% 0.01% 1 -25,679 -0.54% Q1 2026 May 13, 2026
FMR LLC History Reduced 3,581,327 397,778 0.02% 0.02% 2 -231,465 -6.07% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 2,470,559 267,882 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,754,496 194,871 0.04% 0.04% 4 -462,611 -20.87% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,451,214 161,168 0.03% 0.03% 5 -63,859 -4.21% Q1 2026 May 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,432,553 159,113 0.0% 6 +1,432,553 New Q1 2026 May 15, 2026
Capital Research Global Investors History Added to 1,360,530 151,114 0.02% 0.02% 7 +223,000 19.6% Q1 2026 May 13, 2026
Capital World Investors History No change 1,284,401 142,658 0.02% 0.02% 8 0 0.0% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 1,250,577 138,901 0.0% 0.0% 9 +15,201 1.23% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 939,825 104,386 0.02% 0.01% 10 +466,329 98.49% Q1 2026 May 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 816,897 90,749 0.01% 0.01% 11 -2,591 -0.32% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 774,396 86,012 0.0% 12 +774,396 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 709,989 78,860 0.01% 0.01% 13 -38,915 -5.2% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 651,926 72,410 0.05% 0.02% 14 +511,335 363.7% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 646,509 71,808 0.52% 0.48% 15 +5,850 0.91% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 644,292 71,561 0.01% 0.01% 16 +31,477 5.14% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History Reduced 621,258 69,003 0.02% 0.02% 17 -31,253 -4.79% Q1 2026 May 13, 2026
Copeland Capital Management, LLC History Added to 563,507 62,588 1.39% 1.16% 18 +84,508 17.64% Q1 2026 May 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 511,204 56,779 0.01% 0.01% 19 +5,220 1.03% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 472,799 52,515 0.09% 0.07% 20 +29,386 6.63% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Reduced 450,224 50,006 0.07% 0.06% 21 -37,567 -7.7% Q1 2026 May 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 458,701 48,484 0.04% 0.03% 22 +64,763 16.44% Q1 2026 May 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 401,107 44,550 0.01% 0.02% 23 -121,854 -23.3% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 398,486 44,259 0.01% 0.01% 24 -5,662 -1.4% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 395,971 43,980 0.0% 0.0% 25 -58,710 -12.91% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 391,069 43,436 0.0% 0.01% 26 -1,081 -0.28% Q1 2026 May 15, 2026
Fiera Capital Corp History Added to 376,631 41,832 0.14% 0.13% 27 +9,855 2.69% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 351,239 39,012 0.0% 0.0% 28 +20,285 6.13% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Reduced 340,678 37,840 0.33% 0.33% 29 -8,378 -2.4% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 312,517 34,711 0.01% 0.01% 30 -106,232 -25.37% Q1 2026 Apr 30, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 236,113 26,225 0.56% 0.55% 31 -2,868 -1.2% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 229,154 25,452 0.01% 32 +229,154 New Q1 2026 May 08, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History New 220,415 24,481 0.18% 33 +220,415 New Q1 2026 May 15, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 216,336 24,028 0.76% 0.67% 34 -2,781 -1.27% Q1 2026 May 21, 2026
Lodge Hill Capital, LLC History Added to 205,000 22,769 4.4% 3.69% 35 +25,000 13.89% Q1 2026 May 18, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 210,172 22,506 0.01% 0.01% 36 -6,714 -3.1% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 202,250 21,377 0.0% 0.0% 37 +23,451 13.12% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 186,271 20,690 0.03% 0.02% 38 +36,359 24.25% Q1 2026 May 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 182,327 20,251 0.01% 0.01% 39 -1,686 -0.92% Q1 2026 May 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 180,787 20,080 0.04% 0.03% 40 +15,867 9.62% Q1 2026 May 01, 2026
UBS Group AG History Reduced 179,643 19,952 0.0% 0.01% 41 -122,380 -40.52% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 178,456 19,821 0.0% 0.0% 42 -28,843 -13.91% Q1 2026 May 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 172,787 19,191 0.0% 0.01% 43 -48,206 -21.81% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 154,816 17,195 0.01% 0.01% 44 -52,219 -25.22% Q1 2026 May 15, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 152,956 16,988 0.12% 0.1% 45 +20,010 15.05% Q1 2026 Apr 14, 2026
SEI INVESTMENTS CO History Added to 150,313 16,695 0.02% 0.01% 46 +46,239 44.43% Q1 2026 May 13, 2026
Watchtower Advisors, LP History No change 150,000 16,660 11.82% 9.82% 47 0 0.0% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 149,466 16,601 0.0% 0.0% 48 +2,287 1.55% Q1 2026 May 04, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL History Added to 146,000 16,216 0.6% 0.48% 49 +10,000 7.35% Q1 2026 May 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 136,250 15,133 0.56% 0.47% 50 -5,858 -4.12% Q1 2026 Apr 23, 2026
Tributary Capital Management, LLC History Reduced 127,228 14,131 1.37% 1.55% 51 -17,465 -12.07% Q1 2026 May 04, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 119,020 13,219 0.04% 0.04% 52 +3,873 3.36% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 114,211 12,685 0.05% 0.0% 53 +112,000 5065.58% Q1 2026 May 14, 2026
GENDELL JEFFREY L History No change 105,088 11,672 0.16% 0.2% 54 0 0.0% Q1 2026 May 15, 2026
1ST SOURCE BANK History No change 100,650 11,179 0.58% 0.57% 55 0 0.0% Q1 2026 May 04, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 97,809 10,863 0.16% 0.15% 56 -5,061 -4.92% Q1 2026 May 22, 2026
RHUMBLINE ADVISERS History Added to 93,534 10,389 0.01% 0.01% 57 +1,556 1.69% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History Reduced 88,807 9,863 0.01% 0.01% 58 -14,007 -13.62% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 86,072 9,560 0.01% 0.01% 59 -2,236 -2.53% Q1 2026 May 06, 2026
NOMURA HOLDINGS INC History Reduced 81,533 9,055 0.02% 0.01% 60 -3,081 -3.64% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 68,157 7,570 0.0% 0.0% 61 -8,846 -11.49% Q1 2026 May 08, 2026
Waverly Advisors, LLC History Reduced 67,345 7,480 0.06% 0.08% 62 -20,200 -23.07% Q1 2026 May 15, 2026
Swiss National Bank History No change 62,412 6,932 0.0% 0.0% 63 0 0.0% Q1 2026 May 07, 2026
CASTLEARK MANAGEMENT LLC History Added to 62,180 6,906 0.23% 0.17% 64 +8,340 15.49% Q1 2026 May 15, 2026
WASATCH ADVISORS LP History Reduced 62,092 6,896 0.05% 0.04% 65 -1,526 -2.4% Q1 2026 Apr 21, 2026
De Lisle Partners LLP History No change 61,982 6,882 0.82% 0.86% 66 0 0.0% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 61,538 6,835 0.01% 0.01% 67 +15,144 32.64% Q1 2026 May 08, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 59,512 6,609 0.0% 0.0% 68 +3,954 7.12% Q1 2026 May 15, 2026
MAIRS & POWER INC History Added to 57,894 6,430 0.07% 0.06% 69 +4,861 9.17% Q1 2026 May 13, 2026
Aberdeen Group plc History New 56,852 6,314 0.01% 70 +56,852 New Q1 2026 Apr 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 55,916 6,210 0.0% 0.0% 71 +1,676 3.09% Q1 2026 May 13, 2026
Atom Investors LP History Reduced 54,933 6,101 0.44% 0.58% 72 -12,132 -18.09% Q1 2026 May 15, 2026
CENTAURUS FINANCIAL, INC. History Reduced 52,991 5,886 0.28% 0.27% 73 -1,074 -1.99% Q1 2026 May 18, 2026
FINANCIAL CONSULATE, INC History No change 52,645 5,847 0.73% 0.78% 74 0 0.0% Q1 2026 Apr 21, 2026
JANE STREET GROUP, LLC History New 51,266 5,694 0.0% 75 +51,266 New Q1 2026 May 12, 2026
Ballast Asset Management, LP History Added to 49,759 5,526 2.46% 2.49% 76 +1,215 2.5% Q1 2026 May 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 49,621 5,511 0.01% 0.01% 77 -8,657 -14.85% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 49,334 5,479 0.0% 0.0% 78 -39,112 -44.22% Q1 2026 May 15, 2026
STRS OHIO History Added to 48,000 5,331 0.02% 0.02% 79 +7,000 17.07% Q1 2026 Apr 24, 2026
Harel Insurance Investments & Financial Services Ltd. History New 47,000 5,220 0.04% 80 +47,000 New Q1 2026 May 05, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 46,228 5,134 0.81% 0.76% 81 +287 0.62% Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 45,691 4,954 0.01% 0.01% 82 0 0.0% Q4 2025 Feb 12, 2026
NORGES BANK History No change 44,908 4,869 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 10, 2026
Emerald Investment Advisers, LLC History New 43,340 4,813 0.43% 84 +43,340 New Q1 2026 May 11, 2026
Turtle Creek Asset Management Inc. History Reduced 41,850 4,648 0.17% 0.22% 85 -4,400 -9.51% Q1 2026 May 19, 2026
Campbell & CO Investment Adviser LLC History Reduced 40,970 4,550 0.26% 0.22% 86 -1,955 -4.55% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 38,366 4,261 0.0% 0.0% 87 +30,658 397.74% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 37,998 4,220 0.0% 0.0% 88 +7,501 24.6% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History New 36,150 4,015 0.01% 89 +36,150 New Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 34,827 3,868 0.0% 0.0% 90 -1,059 -2.95% Q1 2026 May 12, 2026
Allspring Global Investments Holdings, LLC History Reduced 34,132 3,856 0.01% 0.01% 91 -24,455 -41.74% Q1 2026 May 05, 2026
PRUDENTIAL FINANCIAL INC History Added to 33,839 3,758 0.0% 0.0% 92 +2,770 8.92% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 33,503 3,632 0.0% 0.0% 93 -3,521 -9.51% Q1 2026 May 15, 2026
Nicholas Investment Partners, LP History Reduced 32,123 3,567 0.26% 0.38% 94 -15,842 -33.03% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 30,260 3,360 0.0% 0.0% 95 -3,414 -10.14% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History Added to 29,810 3,310 0.0% 0.0% 96 +3,110 11.65% Q1 2026 May 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 29,164 3,239 0.0% 97 +29,164 New Q1 2026 May 08, 2026
CANADA LIFE ASSURANCE Co History Added to 28,933 3,214 0.01% 0.01% 98 +168 0.58% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 28,801 3,198 0.01% 0.0% 99 +25,007 659.12% Q1 2026 May 11, 2026
Squarepoint Ops LLC History New 27,514 3,055 0.0% 100 +27,514 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 26,484 2,942 0.01% 0.01% 101 -1,824 -6.44% Q1 2026 Apr 27, 2026
Lisanti Capital Growth, LLC History Added to 25,620 2,845 0.72% 0.37% 102 +11,251 78.3% Q1 2026 May 06, 2026
Janney Montgomery Scott LLC History Reduced 25,607 2,844 0.01% 0.01% 103 -318 -1.23% Q1 2026 Apr 22, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 25,545 2,837 0.28% 0.26% 104 0 0.0% Q1 2026 May 07, 2026
Pathstone Holdings, LLC History Added to 25,146 2,792 0.01% 0.01% 105 +323 1.3% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Added to 25,059 2,783 0.0% 0.0% 106 +17,432 228.56% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 24,265 2,695 0.03% 0.03% 107 -1,868 -7.15% Q1 2026 May 12, 2026
Legato Capital Management LLC History Reduced 23,894 2,653 0.24% 0.24% 108 -2,351 -8.96% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 22,748 2,526 0.0% 0.0% 109 -35,005 -60.61% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 22,700 2,521 0.0% 0.0% 110 +19,823 689.02% Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History New 22,000 2,443 0.01% 111 +22,000 New Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 21,760 2,416 0.04% 0.04% 112 -4,581 -17.39% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 21,214 2,356 0.0% 0.0% 113 +16,322 333.65% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 21,048 2,337 0.0% 0.0% 114 -1,178 -5.3% Q1 2026 May 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 20,585 2,286 0.02% 0.02% 115 -3,724 -15.32% Q1 2026 May 04, 2026
Creative Planning History Added to 20,390 2,264 0.0% 0.0% 116 +6,742 49.4% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Reduced 20,222 2,246 0.0% 0.0% 117 -306 -1.49% Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 20,049 2,226 0.04% 0.01% 118 +16,715 501.35% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 18,961 2,105 0.01% 0.01% 119 -3,015 -13.72% Q1 2026 May 13, 2026
Empowered Funds, LLC History New 18,761 2,083 0.01% 120 +18,761 New Q1 2026 May 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 18,229 2,024 0.23% 0.22% 121 +15 0.08% Q1 2026 Apr 24, 2026
Illinois Municipal Retirement Fund History Added to 18,206 2,022 0.03% 0.02% 122 +1,122 6.57% Q1 2026 May 05, 2026
MetLife Investment Management, LLC History Reduced 17,682 1,963 0.01% 0.01% 123 -250 -1.39% Q1 2026 May 14, 2026
Hodges Capital Management Inc. History New 17,600 1,954 0.16% 124 +17,600 New Q1 2026 Apr 28, 2026
Vestcor Inc History Added to 16,918 1,879 0.05% 0.03% 125 +5,955 54.32% Q1 2026 May 12, 2026
State of New Jersey Common Pension Fund D History Reduced 16,558 1,839 0.01% 0.01% 126 -5,500 -24.93% Q1 2026 May 05, 2026
WCG Wealth Advisors LLC History Added to 16,474 1,829 0.05% 0.05% 127 +1,339 8.85% Q1 2026 May 12, 2026
State of Alaska, Department of Revenue History Reduced 16,423 1,824 0.02% 0.02% 128 -591 -3.47% Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 16,261 1,806 0.03% 0.02% 129 +20 0.12% Q1 2026 May 01, 2026
FOSTER & MOTLEY INC History Reduced 16,043 1,782 0.09% 0.1% 130 -518 -3.13% Q1 2026 Apr 21, 2026
GREAT LAKES ADVISORS, LLC History Added to 15,613 1,734 0.01% 0.01% 131 +6,320 68.01% Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 15,555 1,727 0.01% 0.01% 132 +11 0.07% Q1 2026 Apr 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 15,470 1,718 0.0% 0.0% 133 +599 4.03% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 15,427 1,713 0.0% 0.0% 134 -103 -0.66% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 15,275 1,696 0.0% 135 +15,275 New Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 15,244 1,693 0.0% 0.0% 137 +158 1.05% Q1 2026 May 15, 2026
PDT Partners, LLC History No change 15,251 1,693 0.1% 0.11% 136 0 0.0% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 14,800 1,643 0.03% 0.03% 138 -400 -2.63% Q1 2026 Apr 20, 2026
JANUS HENDERSON GROUP PLC History Reduced 14,365 1,595 0.0% 0.0% 139 -20,347 -58.62% Q1 2026 May 18, 2026
HighRoad Wealth Advisors, LLC History No change 14,300 1,588 1.55% 1.48% 140 0 0.0% Q1 2026 Apr 14, 2026
Aldebaran Capital, LLC History No change 13,872 1,540 1.18% 1.35% 141 0 0.0% Q1 2026 May 07, 2026
TRUIST FINANCIAL CORP History Added to 13,721 1,523 0.0% 0.0% 142 +8,653 170.74% Q1 2026 Apr 27, 2026
Vestmark Advisory Solutions, Inc. History Reduced 13,718 1,523 0.02% 0.02% 143 -184 -1.32% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,638 1,514 0.0% 0.0% 144 +2,406 21.42% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 13,350 1,482 0.0% 0.0% 145 -5,757 -30.13% Q1 2026 May 08, 2026
SG Americas Securities, LLC History Reduced 12,974 1,441 0.0% 0.04% 146 -246,391 -95.0% Q1 2026 Apr 16, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 12,778 1,419 0.0% 0.0% 147 -12,349 -49.15% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 11,780 1,308 0.0% 0.0% 148 +11,320 2460.87% Q1 2026 May 01, 2026
COMERICA BANK History No change 11,691 1,267 0.01% 0.01% 149 0 0.0% Q4 2025 Jan 29, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 11,261 1,250 0.03% 0.03% 150 -1,392 -11.0% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 11,208 1,244 0.0% 0.0% 151 -2,883 -20.46% Q1 2026 May 14, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 11,115 1,234 0.16% 0.15% 152 +842 8.2% Q1 2026 Apr 20, 2026
Quantinno Capital Management LP History Added to 10,005 1,111 0.0% 0.0% 153 +2,399 31.54% Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History New 9,980 1,108 0.06% 154 +9,980 New Q1 2026 Apr 30, 2026
Qube Research & Technologies Ltd History New 9,944 1,104 0.0% 155 +9,944 New Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 9,712 1,078 0.0% 0.0% 156 -758 -7.24% Q1 2026 May 06, 2026
AMALGAMATED BANK History Reduced 9,555 1,061 0.01% 0.01% 157 -89 -0.92% Q1 2026 May 08, 2026
Handelsbanken Fonder AB History Added to 9,461 1,051 0.0% 0.0% 158 +200 2.16% Q1 2026 Apr 28, 2026
FIL Ltd History New 9,189 1,020 0.0% 159 +9,189 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 9,182 1,019 0.0% 0.0% 160 +150 1.66% Q1 2026 May 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 8,968 996 0.01% 0.01% 161 0 0.0% Q1 2026 Apr 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 8,905 989 0.02% 0.02% 162 +42 0.47% Q1 2026 Apr 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,890 987 0.01% 0.01% 163 -101 -1.12% Q1 2026 Apr 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,782 975 0.0% 0.0% 164 +1,684 23.72% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 8,772 974 0.0% 0.0% 165 +1,644 23.06% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 8,683 964 0.01% 0.01% 166 -115 -1.31% Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History Reduced 8,253 916 0.01% 0.01% 167 -411 -4.74% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Added to 8,242 915 0.01% 0.0% 168 +6,250 313.76% Q1 2026 May 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 8,229 913 0.0% 0.0% 169 -9 -0.11% Q1 2026 May 01, 2026
ADVISORY RESEARCH INC History Added to 8,119 901 0.11% 0.11% 170 +315 4.04% Q1 2026 May 14, 2026
WealthTrust Axiom LLC History No change 8,080 897 0.22% 0.23% 171 0 0.0% Q1 2026 May 11, 2026
Gotham Asset Management, LLC History Added to 7,880 875 0.0% 0.0% 172 +2,885 57.76% Q1 2026 May 15, 2026
ARISTEIA CAPITAL, L.L.C. History New 7,775 863 0.02% 174 +7,775 New Q1 2026 May 15, 2026
Cetera Investment Advisers History Reduced 7,776 863 0.0% 0.0% 173 -2,915 -27.27% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,701 855 0.01% 0.01% 175 -6,998 -47.61% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 7,675 852 0.0% 176 +7,675 New Q1 2026 May 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,576 841 0.01% 0.01% 177 0 0.0% Q1 2026 Apr 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,791 836 0.0% 0.0% 178 +6,990 872.66% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 7,366 818 0.0% 0.0% 179 +3,022 69.57% Q1 2026 May 14, 2026
State of Tennessee, Department of Treasury History No change 7,364 817 0.0% 0.0% 180 0 0.0% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 7,219 801 0.02% 0.02% 181 0 0.0% Q1 2026 May 13, 2026
REDMONT WEALTH ADVISORS LLC History No change 7,311 792 1.2% 1.2% 182 0 0.0% Q4 2025 Feb 06, 2026
KLP KAPITALFORVALTNING AS History Added to 6,999 777 0.0% 0.0% 183 +200 2.94% Q1 2026 Apr 29, 2026
Calamos Advisors LLC History New 6,990 776 0.0% 184 +6,990 New Q1 2026 May 04, 2026
Sterling Capital Management LLC History Reduced 6,861 762 0.01% 0.02% 185 -5,536 -44.66% Q1 2026 Apr 22, 2026
HighTower Advisors, LLC History Added to 6,149 682 0.0% 0.0% 186 +1,557 33.91% Q1 2026 May 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 6,037 671 0.05% 0.02% 187 +3,684 156.57% Q1 2026 Apr 28, 2026
Factor Wealth Management LTD History Added to 5,945 660 0.12% 0.06% 188 +3,482 141.37% Q1 2026 Apr 20, 2026
Snowden Capital Advisors LLC History Reduced 5,879 652 0.02% 0.02% 189 -1,027 -14.87% Q1 2026 May 14, 2026
Crestwood Advisors Group, LLC History Reduced 5,817 646 0.01% 0.02% 190 -4,557 -43.93% Q1 2026 May 05, 2026
TUDOR INVESTMENT CORP ET AL History New 5,745 638 0.0% 191 +5,745 New Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 5,679 630 0.0% 192 +5,679 New Q1 2026 Apr 30, 2026
Inspire Investing, LLC History Added to 5,613 623 0.05% 0.05% 193 +289 5.43% Q1 2026 Apr 23, 2026
New England Research & Management, Inc. History No change 5,586 620 0.26% 0.26% 194 0 0.0% Q1 2026 May 07, 2026
BROWN ADVISORY INC History Reduced 5,578 619 0.0% 0.0% 195 -1 -0.02% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 5,542 615 0.0% 0.0% 196 -247 -4.27% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 5,529 614 0.0% 0.0% 197 +94 1.73% Q1 2026 Apr 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,474 607 0.0% 0.0% 198 -63 -1.14% Q1 2026 May 08, 2026
Pictet Asset Management Holding SA History Added to 5,245 582 0.0% 0.0% 199 +453 9.45% Q1 2026 Apr 22, 2026
Cerity Partners LLC History Added to 5,138 570 0.0% 0.0% 200 +2,002 63.84% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 5,065 562 0.0% 0.0% 201 -1,265 -19.98% Q1 2026 Apr 24, 2026
COMMERCE BANK History Reduced 5,021 557 0.0% 0.0% 202 -1,275 -20.25% Q1 2026 May 11, 2026
Maryland State Retirement & Pension System History No change 4,854 539 0.01% 0.01% 203 0 0.0% Q1 2026 May 04, 2026
Man Group plc History Reduced 4,838 537 0.0% 0.0% 204 -1,189 -19.73% Q1 2026 May 15, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 4,644 503 0.03% 0.03% 205 0 0.0% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 4,524 502 0.01% 0.01% 206 +207 4.79% Q1 2026 May 05, 2026
TWINBEECH CAPITAL LP History New 4,500 499 0.05% 207 +4,500 New Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History New 4,440 493 0.08% 208 +4,440 New Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 3,808 422 0.0% 0.0% 209 +5 0.13% Q1 2026 May 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,760 417 0.0% 0.0% 210 -1,094 -22.54% Q1 2026 May 04, 2026
Tower Research Capital LLC (TRC) History Added to 3,531 392 0.01% 0.01% 211 +1,148 48.17% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History Added to 3,521 391 0.0% 0.0% 212 +69 2.0% Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 3,476 386 0.01% 0.02% 213 -1,292 -27.1% Q1 2026 May 11, 2026
XPONANCE LLC History Added to 3,472 385 0.0% 0.0% 214 +491 16.47% Q1 2026 May 13, 2026
Twin Lions Management LLC History Reduced 3,451 383 0.23% 2.14% 215 -25,800 -88.2% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 3,405 378 0.01% 216 +3,405 New Q1 2026 Apr 27, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 3,343 371 0.0% 0.0% 217 -61 -1.79% Q1 2026 Apr 23, 2026
BTC Capital Management, Inc. History Reduced 3,281 364 0.02% 0.03% 218 -57 -1.71% Q1 2026 Apr 20, 2026
Corient Private Wealth LLC History Reduced 3,266 362 0.0% 0.0% 219 -42 -1.27% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 3,188 354 0.01% 0.01% 220 +1,244 63.99% Q1 2026 May 15, 2026
BOKF, NA History Reduced 3,167 351 0.01% 0.02% 221 -6,580 -67.51% Q1 2026 May 08, 2026
Aquatic Capital Management LLC History Reduced 3,070 340 0.01% 0.02% 222 -3,734 -54.88% Q1 2026 May 15, 2026
Ethic Inc. History Reduced 2,999 333 0.01% 0.01% 223 -143 -4.55% Q1 2026 Apr 27, 2026
Brooklyn Investment Group History New 2,989 331 0.01% 224 +2,989 New Q1 2026 Apr 29, 2026
DGS Capital Management, LLC History Added to 2,972 330 0.05% 0.04% 225 +581 24.3% Q1 2026 Apr 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,813 322 0.0% 0.0% 226 -26 -0.92% Q1 2026 Apr 08, 2026
Bridgewater Advisors Inc. History Reduced 3,354 319 0.02% 0.03% 227 -6 -0.18% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 2,830 314 0.0% 0.0% 228 -708 -20.01% Q1 2026 May 14, 2026
Abel Hall, LLC History Added to 2,767 307 0.07% 0.05% 229 +750 37.18% Q1 2026 Apr 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,748 305 0.01% 0.01% 230 +116 4.41% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History New 2,729 303 0.0% 231 +2,729 New Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 2,716 301 0.01% 0.01% 232 0 0.0% Q1 2026 May 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 2,674 296 0.04% 0.05% 233 -316 -10.57% Q1 2026 Apr 30, 2026
State of Wyoming History Added to 2,616 290 0.03% 0.0% 234 +2,384 1027.59% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 2,505 278 0.0% 0.0% 235 -219 -8.04% Q1 2026 Apr 07, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 2,468 274 0.01% 0.01% 236 -11 -0.44% Q1 2026 May 13, 2026
Krilogy Financial LLC History New 2,614 268 0.01% 237 +2,614 New Q1 2026 Apr 17, 2026
Kendall Capital Management History Reduced 2,375 263 0.05% 0.06% 238 -395 -14.26% Q1 2026 Apr 24, 2026
Vanguard Personalized Indexing Management, LLC History New 2,360 262 0.0% 239 +2,360 New Q1 2026 May 14, 2026
HANCOCK WHITNEY CORP History Reduced 2,794 259 0.0% 0.01% 240 -22 -0.78% Q1 2026 May 15, 2026
&PARTNERS History Reduced 2,266 253 0.0% 0.0% 241 -2 -0.09% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 2,263 251 0.0% 0.0% 242 +177 8.49% Q1 2026 May 13, 2026
CIBC Asset Management Inc History Reduced 2,208 245 0.0% 0.0% 243 -48 -2.13% Q1 2026 May 12, 2026
Clearstead Advisors, LLC History No change 2,190 243 0.0% 0.0% 244 0 0.0% Q1 2026 May 06, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 2,265 239 0.0% 0.0% 245 +66 3.0% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 2,106 233 0.01% 0.01% 247 +44 2.13% Q1 2026 Apr 15, 2026
CIBC WORLD MARKETS CORP History No change 2,151 233 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 12, 2026
Trust Point Inc. History Reduced 2,069 229 0.02% 0.02% 248 -20 -0.96% Q1 2026 Apr 15, 2026
Numerai GP LLC History New 2,015 223 0.02% 249 +2,015 New Q1 2026 May 15, 2026
F/m Investments LLC History Reduced 1,987 220 0.01% 0.19% 250 -43,259 -95.61% Q1 2026 May 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 1,858 206 0.0% 251 +1,858 New Q1 2026 May 08, 2026
DnB Asset Management AS History New 1,849 205 0.0% 253 +1,849 New Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 1,850 205 0.0% 0.0% 252 -11 -0.59% Q1 2026 May 05, 2026
CIBC Bancorp USA Inc. History New 1,813 201 0.0% 254 +1,813 New Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 1,611 174 0.0% 0.0% 255 0 0.0% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,521 169 0.0% 0.0% 256 +957 169.68% Q1 2026 May 01, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,388 154 0.02% 0.01% 257 +242 21.12% Q1 2026 May 11, 2026
GAMMA Investing LLC History Added to 1,298 144 0.01% 0.01% 258 +83 6.83% Q1 2026 Apr 06, 2026
Smartleaf Asset Management LLC History Reduced 1,177 124 0.0% 0.01% 259 -399 -25.32% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 1,141 123 0.01% 0.01% 260 0 0.0% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 939 104 0.0% 0.0% 261 -45 -4.57% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 923 102 0.0% 0.0% 262 -270 -22.63% Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 914 101 0.0% 0.0% 263 -1 -0.11% Q1 2026 Apr 13, 2026
KBC Group NV History No change 860 96 0.0% 0.0% 264 0 0.0% Q1 2026 May 07, 2026
Quent Capital, LLC History No change 836 92 0.01% 0.01% 265 0 0.0% Q1 2026 Apr 28, 2026
UMB Bank, n.a. History Added to 802 89 0.0% 0.0% 266 +8 1.01% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 808 89 0.0% 0.0% 267 +7 0.87% Q1 2026 May 07, 2026
Bayforest Capital Ltd History New 629 69 0.08% 268 +629 New Q1 2026 Apr 15, 2026
EverSource Wealth Advisors, LLC History Reduced 505 56 0.0% 0.01% 270 -1,501 -74.83% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 505 56 0.0% 0.0% 269 +114 29.16% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History No change 470 52 0.0% 0.0% 271 0 0.0% Q1 2026 May 13, 2026
Versant Capital Management, Inc History Added to 379 42 0.0% 0.0% 272 +331 689.58% Q1 2026 Apr 06, 2026
Advisory Services Network, LLC History New 345 38 0.0% 274 +345 New Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 344 38 0.0% 0.0% 273 0 0.0% Q1 2026 May 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 300 33 0.0% 275 +300 New Q1 2026 Apr 14, 2026
FEDERATED HERMES, INC. History Added to 282 31 0.0% 0.0% 276 +191 209.89% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Reduced 269 30 0.0% 0.0% 279 -74 -21.57% Q1 2026 Apr 07, 2026
Allworth Financial LP History Reduced 272 30 0.0% 0.0% 277 -43 -13.65% Q1 2026 May 14, 2026
High Note Wealth, LLC History No change 278 30 0.01% 0.01% 278 0 0.0% Q1 2026 May 11, 2026
Key FInancial Inc History No change 253 28 0.0% 0.0% 280 0 0.0% Q1 2026 Apr 24, 2026
Opal Wealth Advisors, LLC History New 244 27 0.01% 282 +244 New Q1 2026 Apr 14, 2026
Kemnay Advisory Services Inc. History Added to 247 27 0.0% 0.0% 281 +196 384.31% Q1 2026 May 15, 2026
WealthCollab, LLC History No change 227 25 0.01% 0.01% 283 0 0.0% Q1 2026 May 13, 2026
Salomon & Ludwin, LLC History Added to 209 23 0.0% 0.0% 284 +13 6.63% Q1 2026 May 11, 2026
MAI Capital Management History Added to 199 22 0.0% 0.0% 285 +64 47.41% Q1 2026 May 15, 2026
Ancora Advisors LLC History No change 202 22 0.0% 0.0% 286 0 0.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 197 21 0.0% 0.0% 287 -9 -4.37% Q1 2026 May 15, 2026
Smithfield Trust Co History No change 159 18 0.0% 0.0% 288 0 0.0% Q1 2026 May 08, 2026
Clark Wealth Partners History No change 163 18 0.01% 0.01% 289 0 0.0% Q1 2026 May 11, 2026
Centerpoint Advisors, LLC History Added to 153 17 0.01% 0.0% 291 +72 88.89% Q1 2026 May 07, 2026
FIRST HORIZON CORP History Added to 157 17 0.0% 0.0% 290 +56 55.45% Q1 2026 Apr 30, 2026
Root Financial Partners, LLC History Added to 162 17 0.0% 0.0% 292 +19 13.29% Q1 2026 Apr 24, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 151 16 0.0% 294 +151 New Q1 2026 May 11, 2026
Cornerstone Planning Group LLC History Added to 189 16 0.0% 0.0% 293 +12 6.78% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History Reduced 138 15 0.0% 0.0% 295 -32 -18.82% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 131 14 0.0% 0.0% 297 -420 -76.23% Q1 2026 May 13, 2026
CWM, LLC History Added to 135 14 0.0% 0.0% 296 +30 28.57% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 112 12 0.0% 0.0% 298 -640 -85.11% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History New 112 12 0.0% 300 +112 New Q1 2026 Apr 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 110 12 0.0% 301 +110 New Q1 2026 May 08, 2026
USA FINANCIAL FORMULAS History Added to 116 12 0.0% 299 +108 1350.0% Q1 2026 Apr 14, 2026
SIGNATUREFD, LLC History Added to 100 11 0.0% 0.0% 303 +55 122.22% Q1 2026 Apr 07, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 100 11 0.0% 0.0% 302 +47 88.68% Q1 2026 May 14, 2026
Retirement Wealth Solutions LLC History Reduced 86 9 0.01% 0.01% 304 -33 -27.73% Q1 2026 Apr 07, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 72 8 0.0% 0.0% 305 +53 278.95% Q1 2026 Apr 28, 2026
Bell Investment Advisors, Inc History No change 79 8 0.0% 0.0% 306 0 0.0% Q1 2026 Apr 17, 2026
Park Place Capital Corp History No change 75 8 0.0% 0.0% 307 0 0.0% Q1 2026 Apr 09, 2026
Financial Perspectives, Inc History No change 80 8 0.0% 0.0% 308 0 0.0% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 65 7 0.0% 0.22% 310 -3,893 -98.36% Q1 2026 May 05, 2026
Bare Financial Services, Inc History Added to 65 7 0.0% 0.0% 311 +23 54.76% Q1 2026 May 14, 2026
WPG Advisers, LLC History Added to 72 7 0.01% 0.0% 312 +12 20.0% Q1 2026 Apr 29, 2026
MassMutual Private Wealth & Trust, FSB History Added to 70 7 0.0% 0.0% 309 +3 4.48% Q1 2026 Apr 13, 2026
Parallel Advisors, LLC History Added to 62 6 0.0% 0.0% 314 +38 158.33% Q1 2026 Jun 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 59 6 0.0% 0.0% 313 +5 9.26% Q1 2026 May 07, 2026
Cetera Trust Company, N.A History No change 60 6 0.0% 0.0% 315 0 0.0% Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History Added to 54 5 0.0% 0.0% 319 +40 285.71% Q1 2026 May 15, 2026
AMERICAN NATIONAL BANK & TRUST History No change 52 5 0.0% 0.0% 316 0 0.0% Q1 2026 Apr 23, 2026
Sound Income Strategies, LLC History No change 50 5 0.0% 0.0% 317 0 0.0% Q1 2026 Apr 27, 2026
LRI Investments, LLC History No change 46 5 0.0% 0.0% 318 0 0.0% Q1 2026 Apr 30, 2026
CVA Family Office, LLC History New 45 4 0.0% 321 +45 New Q1 2026 Apr 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 39 4 0.0% 0.0% 320 +26 200.0% Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 29 3 0.0% 0.0% 323 +16 123.08% Q1 2026 Apr 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 33 3 0.0% 0.0% 324 +3 10.0% Q1 2026 Apr 20, 2026
NBC SECURITIES, INC. History No change 28 3 0.0% 0.0% 322 0 0.0% Q1 2026 Apr 14, 2026
Steward Partners Investment Advisory, LLC History No change 30 3 0.0% 0.0% 325 0 0.0% Q1 2026 May 08, 2026
SageView Advisory Group, LLC History No change 30 3 0.0% 0.0% 326 0 0.0% Q4 2025 Feb 17, 2026
Elequin Capital, LP History Reduced 21 2 0.0% 0.0% 329 -41 -66.13% Q1 2026 May 11, 2026
Fortitude Family Office, LLC History Added to 25 2 0.0% 0.0% 330 +12 92.31% Q1 2026 Apr 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 21 2 0.0% 0.0% 327 -1 -4.55% Q1 2026 Apr 23, 2026
Signature Equity Partners, LLC History Reduced 22 2 0.0% 0.0% 332 -1 -4.35% Q1 2026 May 13, 2026
Stone House Investment Management, LLC History No change 26 2 0.0% 0.0% 328 0 0.0% Q1 2026 Apr 22, 2026
Motiv8 Investments LLC History No change 22 2 0.0% 0.0% 331 0 0.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History No change 9 1 0.0% 333 0 0.0% Q1 2026 Apr 07, 2026
MidFirst Bank History No change 11 1 0.0% 0.0% 334 0 0.0% Q1 2026 May 15, 2026
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC History Closed out 0 0 11.26% -116,967 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -81,503 -100.0% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.04% -20,318 -100.0% Q1 2026 May 14, 2026
Epoch Investment Partners, Inc. History Closed out 0 0 0.01% -17,479 -100.0% Q1 2026 May 14, 2026
Amundi History Closed out 0 0 0.0% -11,587 -100.0% Q1 2026 May 15, 2026
Smith Group Asset Management, LLC History Closed out 0 0 0.05% -8,792 -100.0% Q1 2026 May 15, 2026
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.22% -7,950 -100.0% Q1 2026 May 01, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.07% -7,170 -100.0% Q1 2026 May 08, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -5,866 -100.0% Q1 2026 May 14, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.06% -3,738 -100.0% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.01% -2,893 -100.0% Q1 2026 Apr 24, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -2,612 -100.0% Q1 2026 Apr 29, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -2,400 -100.0% Q1 2026 May 15, 2026
Inspire Advisors, LLC History Closed out 0 0 0.02% -2,190 -100.0% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.02% -2,121 -100.0% Q1 2026 May 12, 2026
Balboa Wealth Partners History Closed out 0 0 0.04% -2,109 -100.0% Q1 2026 Apr 16, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -2,100 -100.0% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -2,078 -100.0% Q1 2026 May 13, 2026
Heritage Family Offices, LLP History Closed out 0 0 0.1% -1,989 -100.0% Q1 2026 Apr 08, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -1,100 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -676 -100.0% Q1 2026 Apr 30, 2026
Eukles Asset Management History Closed out 0 0 0.03% -606 -100.0% Q1 2026 May 05, 2026
OP Asset Management Ltd History Closed out 0 0 0.0% -429 -100.0% Q1 2026 Apr 10, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -270 -100.0% Q1 2026 May 12, 2026
Torren Management, LLC History Closed out 0 0 0.01% -237 -100.0% Q1 2026 Apr 30, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -59 -100.0% Q1 2026 Jun 02, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -21 -100.0% Q1 2026 May 15, 2026
NFSG Corp History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 05, 2026
NewEdge Advisors, LLC History New 5 0 +5 New Q1 2026 Jun 02, 2026
HARBOUR INVESTMENTS, INC. History New 4 0 +4 New Q1 2026 May 15, 2026
Rossby Financial, LCC History New 4 0 +4 New Q1 2026 May 11, 2026
Ankerstar Wealth, LLC History Added to 5 0 +3 150.0% Q1 2026 May 13, 2026
Bogart Wealth, LLC History New 3 0 +3 New Q1 2026 Apr 28, 2026
TD Capital Management LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 11, 2026
Larson Financial Group LLC History Reduced 2 0 -2 -50.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Added to 6 0 +2 50.0% Q1 2026 Apr 23, 2026
Vermillion Wealth Management, Inc. History New 2 0 +2 New Q1 2026 Apr 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -2 -100.0% Q1 2026 Apr 28, 2026
Bay Harbor Wealth Management, LLC History Added to 6 0 +1 20.0% Q1 2026 Apr 14, 2026
Rialto Wealth Management, LLC History Added to 5 0 +1 25.0% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History New 1 0 +1 New Q1 2026 Apr 21, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q1 2026 Apr 27, 2026
Abound Wealth Management History No change 2 0 0 0.0% Q1 2026 Apr 10, 2026
DiNuzzo Private Wealth, Inc. History No change 6 0 0 0.0% Q1 2026 Apr 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3 0 0 0.0% Q1 2026 Apr 21, 2026
HFM Investment Advisors, LLC History No change 3 0 0 0.0% Q1 2026 May 01, 2026