PDF SOLUTIONS INC - PDFS

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 4,866,177 159,172 0.0% 0.0% 1 -19,069 -0.39% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,089,519 88,143 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 2,022,700 66,162 3.38% 3.54% 3 +57,700 2.94% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,400,722 45,817 0.0% 4 +1,400,722 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,388,122 45,405 0.0% 5 +1,388,122 New Q1 2026 May 15, 2026
Ranger Investment Management, L.P. History Added to 1,279,630 41,856 3.03% 2.29% 6 +109,616 9.37% Q1 2026 May 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 1,255,559 41,069 0.14% 0.11% 7 -102,922 -7.58% Q1 2026 May 08, 2026
STATE STREET CORP History Added to 1,192,408 39,003 0.0% 0.0% 8 +40,832 3.55% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 1,140,547 37,307 0.12% 9 +1,140,547 New Q1 2026 May 13, 2026
Ophir Asset Management Pty Ltd History Added to 1,137,349 37,202 4.33% 2.31% 10 +414,222 57.28% Q1 2026 May 15, 2026
SNYDER CAPITAL MANAGEMENT L P History Added to 1,060,478 34,688 0.67% 0.51% 11 +105,043 10.99% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History Added to 1,035,666 33,877 0.02% 0.01% 12 +123,531 13.54% Q1 2026 May 18, 2026
Samjo Management, LLC History Reduced 919,955 30,091 13.01% 12.69% 13 -231,064 -20.07% Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History Reduced 860,819 28,157 0.89% 0.83% 14 -82,553 -8.75% Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 845,693 27,659 0.01% 0.0% 15 +44,730 5.58% Q1 2026 May 07, 2026
LOOMIS SAYLES & CO L P History Added to 827,109 27,054 0.04% 0.02% 16 +361,927 77.8% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 802,223 26,246 0.0% 0.0% 17 +32,071 4.16% Q1 2026 May 15, 2026
Divisar Capital Management LLC History Reduced 623,364 20,390 5.2% 6.09% 18 -136,451 -17.96% Q1 2026 May 15, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 594,610 19,449 0.94% 0.83% 19 0 0.0% Q1 2026 May 04, 2026
WASATCH ADVISORS LP History Reduced 507,737 16,608 0.11% 0.09% 20 -14,583 -2.79% Q1 2026 Apr 21, 2026
Silverberg Bernstein Capital Management LLC History Reduced 472,883 15,468 8.52% 7.81% 21 -1,000 -0.21% Q1 2026 Apr 16, 2026
Russell Investments Group, Ltd. History Added to 441,716 14,448 0.02% 0.01% 22 +34,346 8.43% Q1 2026 May 08, 2026
ArrowMark Colorado Holdings LLC History Reduced 356,620 11,665 0.31% 0.31% 23 -136,723 -27.71% Q1 2026 May 15, 2026
DF DENT & CO INC History New 352,960 11,545 0.22% 24 +352,960 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 352,559 11,532 0.0% 0.0% 25 +4,625 1.33% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 341,780 11,179 0.0% 0.0% 26 -57,442 -14.39% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 328,905 10,758 0.02% 0.03% 27 -59,432 -15.3% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 308,174 10,080 0.0% 0.0% 28 +1,349 0.44% Q1 2026 May 15, 2026
FMR LLC History Added to 302,209 9,885 0.0% 0.0% 29 +35,134 13.16% Q1 2026 May 15, 2026
Pillsbury Lake Capital LLC History Reduced 270,668 8,853 4.0% 3.75% 30 -105,401 -28.03% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 221,080 7,231 0.0% 31 +221,080 New Q1 2026 May 08, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Reduced 200,000 6,544 0.91% 0.84% 32 -25,000 -11.11% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 190,498 6,231 0.0% 0.0% 33 -7,323 -3.7% Q1 2026 May 05, 2026
Roubaix Capital, LLC History Reduced 181,937 5,951 2.78% 2.68% 34 -38,085 -17.31% Q1 2026 May 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 156,515 5,119 0.0% 0.0% 35 +3,467 2.27% Q1 2026 May 04, 2026
GOLDMAN SACHS GROUP INC History Reduced 151,048 4,940 0.0% 0.0% 36 -38,770 -20.42% Q1 2026 May 15, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 147,782 4,833 0.27% 0.23% 37 +127 0.09% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 144,340 4,721 0.0% 0.0% 38 +8,202 6.02% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Reduced 130,919 4,282 0.01% 0.01% 39 -86,641 -39.82% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 114,525 3,746 0.01% 0.01% 40 +3,796 3.43% Q1 2026 May 13, 2026
Nuveen, LLC History Added to 111,994 3,663 0.0% 0.0% 41 +1,365 1.23% Q1 2026 Apr 30, 2026
Gem Investment Advisors, LLC History No change 105,526 3,451 3.39% 2.85% 42 0 0.0% Q1 2026 May 14, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 104,322 3,412 0.48% 0.29% 43 -20,815 -16.63% Q1 2026 May 14, 2026
UBS Group AG History Added to 101,285 3,313 0.0% 0.0% 44 +38,204 60.56% Q1 2026 May 05, 2026
Bridge City Capital, LLC History Reduced 100,771 3,296 0.91% 0.86% 45 -1,553 -1.52% Q1 2026 May 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 90,779 2,969 0.23% 0.24% 46 -25,671 -22.04% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 90,393 2,956 0.0% 0.0% 47 +48,184 114.16% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 85,776 2,805 0.0% 0.0% 48 +5,903 7.39% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 84,547 2,765 0.0% 0.0% 49 +2,070 2.51% Q1 2026 May 12, 2026
Inspire Advisors, LLC History New 84,169 2,753 0.22% 50 +84,169 New Q1 2026 May 15, 2026
Lisanti Capital Growth, LLC History Reduced 81,365 2,661 0.67% 0.71% 51 -24,175 -22.91% Q1 2026 May 06, 2026
Legal & General Group Plc History Reduced 74,387 2,433 0.0% 0.0% 52 -7,033 -8.64% Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 72,357 2,366 0.0% 0.0% 53 +23,809 49.04% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 67,161 2,196 0.0% 0.0% 54 -13,541 -16.78% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History Added to 65,812 2,152 0.0% 0.0% 55 +3,042 4.85% Q1 2026 May 06, 2026
LPL Financial LLC History Added to 62,530 2,045 0.0% 0.0% 56 +52,131 501.31% Q1 2026 May 06, 2026
Swiss National Bank History No change 62,400 2,041 0.0% 0.0% 57 0 0.0% Q1 2026 May 07, 2026
Dana Investment Advisors, Inc. History Added to 62,088 2,030 0.06% 0.05% 58 +6,811 12.32% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 59,839 1,957 0.0% 0.0% 59 +1,961 3.39% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 52,322 1,711 0.0% 0.0% 60 -6,486 -11.03% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 51,444 1,682 0.0% 0.0% 61 +10,841 26.7% Q1 2026 May 05, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 50,988 1,663 0.0% 0.0% 62 -2,181 -4.1% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 48,572 1,588 0.0% 0.0% 63 +2,340 5.06% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 48,467 1,585 0.0% 0.0% 64 +6,338 15.04% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Added to 45,988 1,504 0.0% 0.0% 65 +6,132 15.39% Q1 2026 May 15, 2026
Legato Capital Management LLC History Reduced 43,760 1,431 0.13% 0.13% 66 -9,770 -18.25% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 41,191 1,347 0.0% 0.0% 67 -11,637 -22.03% Q1 2026 May 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 39,824 1,302 0.02% 0.02% 68 -15,608 -28.16% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 44,980 1,283 0.0% 0.0% 69 +1,200 2.74% Q1 2026 May 15, 2026
Creative Planning History Added to 38,927 1,273 0.0% 0.0% 70 +1,323 3.52% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 38,752 1,267 0.0% 0.0% 71 +23,050 146.8% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 36,911 1,207 0.0% 0.0% 72 +1,500 4.24% Q1 2026 May 06, 2026
LAZARD ASSET MANAGEMENT LLC History New 36,349 1,188 0.0% 73 +36,349 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 36,300 1,187 0.0% 0.0% 75 -12,856 -26.15% Q1 2026 May 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 36,300 1,187 0.0% 0.0% 74 0 0.0% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 33,562 1,097 0.0% 0.0% 76 +3,070 10.07% Q1 2026 May 13, 2026
Williams Jones Wealth Management, LLC. History No change 32,000 1,046 0.01% 0.01% 77 0 0.0% Q1 2026 May 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 30,707 1,004 0.0% 0.0% 78 -238 -0.77% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Added to 30,378 994 0.06% 0.07% 79 +3,626 13.55% Q1 2026 May 08, 2026
TWO SIGMA ADVISERS, LP History No change 30,900 881 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 25,033 820 0.0% 0.0% 81 0 0.0% Q1 2026 May 14, 2026
CROWN ADVISORS MANAGEMENT, INC. History New 25,000 817 0.54% 82 +25,000 New Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 22,884 749 0.0% 0.0% 83 +3,728 19.46% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 22,117 723 0.04% 84 +22,117 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 21,657 708 0.0% 0.0% 85 +3,219 17.46% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 21,363 699 0.0% 0.0% 86 -629 -2.86% Q1 2026 May 01, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 21,145 691 0.0% 87 +21,145 New Q1 2026 May 08, 2026
Assenagon Asset Management S.A. History Reduced 20,503 670 0.0% 0.0% 88 -826 -3.87% Q1 2026 Apr 20, 2026
Penn Capital Management Company, LLC History No change 19,976 653 0.05% 0.05% 89 0 0.0% Q1 2026 May 06, 2026
Numerai GP LLC History Added to 19,573 640 0.06% 0.03% 90 +12,081 161.25% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History No change 19,300 631 0.0% 0.0% 91 0 0.0% Q1 2026 May 11, 2026
Vident Advisory, LLC History New 19,211 628 0.01% 92 +19,211 New Q1 2026 May 14, 2026
Man Group plc History New 18,777 614 0.0% 93 +18,777 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History No change 18,692 611 0.0% 0.0% 94 0 0.0% Q1 2026 May 14, 2026
XTX Topco Ltd History New 18,301 598 0.01% 95 +18,301 New Q1 2026 May 15, 2026
CVA Family Office, LLC History No change 17,774 581 0.06% 0.06% 96 0 0.0% Q1 2026 Apr 29, 2026
CenterBook Partners LP History Reduced 17,405 569 0.03% 0.05% 98 -17,071 -49.52% Q1 2026 May 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 16,418 569 0.0% 0.0% 97 +373 2.32% Q1 2026 Apr 08, 2026
State of Alaska, Department of Revenue History Reduced 17,253 563 0.01% 0.01% 99 -334 -1.9% Q1 2026 Apr 20, 2026
NATIXIS ADVISORS, LLC History Added to 17,019 557 0.0% 0.0% 100 +949 5.91% Q1 2026 May 13, 2026
Illinois Municipal Retirement Fund History Added to 16,385 535 0.01% 0.01% 101 +1,718 11.71% Q1 2026 May 05, 2026
Inspire Investing, LLC History Reduced 15,897 519 0.04% 0.04% 102 -373 -2.29% Q1 2026 Apr 23, 2026
SG Americas Securities, LLC History Reduced 15,178 496 0.0% 0.0% 103 -3,781 -19.94% Q1 2026 Apr 16, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 14,992 490 0.0% 0.0% 104 +190 1.28% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 14,197 464 0.0% 0.0% 105 +4,398 44.88% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 14,200 464 0.01% 0.01% 106 -500 -3.4% Q1 2026 Apr 20, 2026
JPMORGAN CHASE & CO History Added to 14,668 452 0.0% 0.0% 107 +1,072 7.88% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 13,201 431 0.0% 108 +13,201 New Q1 2026 May 08, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Reduced 12,500 408 0.38% 0.47% 109 -7,000 -35.9% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 12,427 406 0.0% 0.0% 110 -7,738 -38.37% Q1 2026 May 12, 2026
AlphaQuest LLC History No change 13,785 393 0.02% 0.02% 111 0 0.0% Q4 2025 Feb 09, 2026
Amundi History Reduced 11,661 381 0.0% 0.0% 112 -3,804 -24.6% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 11,589 379 0.03% 0.07% 113 -43,479 -78.96% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 11,583 378 0.0% 114 +11,583 New Q1 2026 May 15, 2026
Polymer Capital Management (US) LLC History New 10,915 357 0.04% 115 +10,915 New Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 10,834 354 0.0% 0.0% 116 +5,856 117.64% Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History New 10,590 346 0.0% 117 +10,590 New Q1 2026 May 11, 2026
Clarus Group, Inc. History No change 10,553 345 0.12% 0.11% 118 0 0.0% Q1 2026 Apr 21, 2026
CAXTON ASSOCIATES LLP History New 10,243 335 0.01% 119 +10,243 New Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,681 316 0.0% 0.0% 120 +2,249 30.26% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History New 9,647 315 0.01% 122 +9,647 New Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 9,651 315 0.0% 0.0% 121 +9,461 4979.47% Q1 2026 May 08, 2026
Yorktown Management & Research Co Inc History New 9,550 312 0.26% 123 +9,550 New Q1 2026 Apr 20, 2026
ROYAL BANK OF CANADA History Reduced 9,520 311 0.0% 0.0% 124 -1,098 -10.34% Q1 2026 May 15, 2026
INCEPTIONR LLC History New 9,475 309 0.07% 125 +9,475 New Q1 2026 May 14, 2026
INTRUST BANK NA History New 9,286 303 0.02% 126 +9,286 New Q1 2026 May 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 9,263 302 0.0% 0.0% 127 +1,591 20.74% Q1 2026 May 14, 2026
AMALGAMATED BANK History Reduced 9,212 301 0.0% 0.0% 128 -80 -0.86% Q1 2026 May 08, 2026
Central Pacific Bank - Trust Division History New 9,188 300 0.04% 129 +9,188 New Q1 2026 Apr 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,987 293 0.0% 0.0% 130 0 0.0% Q1 2026 May 08, 2026
Significant Wealth Partners LLC History Reduced 8,934 292 0.36% 0.29% 131 -43 -0.48% Q1 2026 Apr 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 8,841 289 0.0% 0.0% 132 0 0.0% Q1 2026 Apr 29, 2026
Arizona State Retirement System History Reduced 8,682 283 0.0% 0.0% 133 -120 -1.36% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,470 277 0.0% 0.0% 134 -140 -1.63% Q1 2026 Apr 24, 2026
Susquehanna Portfolio Strategies, LLC History No change 8,353 273 0.0% 0.0% 135 0 0.0% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 7,939 259 0.0% 0.0% 136 0 0.0% Q1 2026 May 04, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,915 258 0.0% 0.0% 138 -3,479 -30.53% Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 7,915 258 0.0% 0.0% 137 -8 -0.1% Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 7,619 249 0.0% 0.0% 139 +56 0.74% Q1 2026 May 12, 2026
Vanguard Investments Australia, Ltd. History New 7,341 240 0.0% 141 +7,341 New Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 7,347 240 0.0% 0.0% 140 +6,964 1818.28% Q1 2026 May 01, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,324 239 0.0% 0.0% 142 0 0.0% Q1 2026 Apr 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,814 222 0.0% 0.0% 143 -282 -3.97% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 6,800 222 0.0% 0.0% 144 0 0.0% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 6,752 220 0.0% 0.0% 145 0 0.0% Q1 2026 May 15, 2026
MANGROVE PARTNERS IM, LLC History New 6,584 215 0.02% 146 +6,584 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 6,545 214 0.0% 0.0% 147 -1,011 -13.38% Q1 2026 Apr 27, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History New 6,480 211 0.01% 148 +6,480 New Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 6,406 209 0.0% 0.0% 149 -3,532 -35.54% Q1 2026 May 11, 2026
COMERICA BANK History No change 7,040 200 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Reduced 6,078 198 0.0% 0.0% 151 -44,478 -87.98% Q1 2026 May 14, 2026
State of Wyoming History Reduced 4,883 159 0.02% 0.02% 152 -968 -16.54% Q1 2026 May 13, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 3,827 125 0.08% 0.07% 153 -43 -1.11% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History No change 2,695 88 0.0% 0.0% 154 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 2,264 74 0.0% 0.0% 155 -1,099 -32.68% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 2,209 72 0.0% 0.0% 156 +66 3.08% Q1 2026 Apr 06, 2026
CWM, LLC History Added to 2,197 71 0.0% 0.0% 157 +38 1.76% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 1,830 59 0.0% 0.0% 158 +15 0.83% Q1 2026 Apr 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,687 55 0.01% 0.0% 159 +33 2.0% Q1 2026 May 11, 2026
SITTNER & NELSON, LLC History New 1,677 54 0.02% 160 +1,677 New Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 1,640 53 0.01% 0.01% 161 +152 10.22% Q1 2026 Apr 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,529 50 0.0% 0.0% 162 +413 37.01% Q1 2026 May 01, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,376 45 0.0% 0.0% 163 +14 1.03% Q1 2026 Apr 30, 2026
Smartleaf Asset Management LLC History Added to 1,098 33 0.0% 0.0% 164 +818 292.14% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 933 30 0.0% 0.0% 166 +390 71.82% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History No change 923 30 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 839 27 0.0% 0.0% 167 +212 33.81% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 795 26 0.0% 0.0% 168 0 0.0% Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 784 25 0.0% 0.0% 169 -45 -5.43% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History No change 699 22 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 17, 2026
UMB Bank, n.a. History Reduced 619 20 0.0% 0.0% 171 -67 -9.77% Q1 2026 May 11, 2026
HUNTINGTON NATIONAL BANK History Reduced 523 17 0.0% 0.0% 172 -15 -2.79% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 387 12 0.0% 173 +387 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 318 10 0.0% 0.0% 174 +253 389.23% Q1 2026 May 14, 2026
BESSEMER GROUP INC History No change 285 9 0.0% 0.0% 175 0 0.0% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History New 263 8 0.0% 176 +263 New Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History No change 230 7 0.0% 0.0% 177 0 0.0% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Added to 182 6 0.0% 0.0% 180 +47 34.81% Q1 2026 Apr 27, 2026
Sterling Capital Management LLC History Reduced 207 6 0.0% 0.0% 178 -5 -2.36% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History No change 199 6 0.0% 0.0% 179 0 0.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History New 307 5 0.0% 183 +307 New Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 173 5 0.0% 181 +171 8550.0% Q1 2026 Apr 13, 2026
Kemnay Advisory Services Inc. History New 171 5 0.0% 182 +171 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 134 4 0.0% 185 +134 New Q1 2026 May 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 137 4 0.0% 0.0% 184 0 0.0% Q1 2026 May 12, 2026
Farther Finance Advisors, LLC History Added to 114 3 0.0% 0.0% 187 +42 58.33% Q1 2026 Apr 07, 2026
Parallel Advisors, LLC History No change 104 3 0.0% 0.0% 186 0 0.0% Q1 2026 May 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 76 2 0.0% 192 +76 New Q1 2026 May 08, 2026
NATIONAL BANK OF CANADA /FI/ History New 69 2 0.0% 191 +69 New Q1 2026 May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 65 2 0.0% 190 +65 New Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 86 2 0.0% 0.0% 188 +20 30.3% Q1 2026 May 07, 2026
Parkside Financial Bank & Trust History No change 64 2 0.0% 0.0% 189 0 0.0% Q1 2026 May 13, 2026
BROWN, LISLE/CUMMINGS, INC. History New 59 1 0.0% 196 +59 New Q1 2026 Apr 17, 2026
Root Financial Partners, LLC History Added to 44 1 0.0% 194 +42 2100.0% Q1 2026 Apr 24, 2026
Quarry LP History New 37 1 0.0% 197 +37 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 37 1 0.0% 193 +6 19.35% Q1 2026 Apr 27, 2026
Essential Partners LLC History Added to 35 1 0.0% 195 +1 2.94% Q1 2026 May 21, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.03% -107,649 -100.0% Q1 2026 May 07, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -64,986 -100.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -48,553 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -37,536 -100.0% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.03% -32,230 -100.0% Q1 2026 May 15, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.05% -20,000 -100.0% Q1 2026 May 07, 2026
Quantbot Technologies LP History Closed out 0 0 0.01% -13,005 -100.0% Q1 2026 May 13, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -11,757 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -10,152 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -2,874 -100.0% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -540 -100.0% Q1 2026 May 14, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -131 -100.0% Q1 2026 May 13, 2026
Covestor Ltd History Reduced 3 0 0.0% -30 -90.91% Q1 2026 May 05, 2026
Keating Financial Advisory Services, Inc. History New 25 0 +25 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 9 0 -22 -70.97% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Added to 17 0 +9 112.5% Q1 2026 May 11, 2026
MAI Capital Management History New 8 0 +8 New Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -6 -100.0% Q1 2026 Apr 28, 2026
Allworth Financial LP History Added to 14 0 +5 55.56% Q1 2026 May 14, 2026
Abound Wealth Management History New 4 0 +4 New Q1 2026 Apr 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 21 0 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 7 0 0 0.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History No change 5 0 0 0.0% Q1 2026 May 06, 2026
Capital Advisors, Ltd. LLC History No change 8 0 0 0.0% Q1 2026 Apr 16, 2026
Global Retirement Partners, LLC History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026
Cedar Mountain Advisors, LLC History No change 5 0 0 0.0% Q1 2026 Apr 30, 2026
DecisionPoint Financial, LLC History No change 21 0 0 0.0% Q1 2026 May 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 30 0 0 0.0% Q1 2026 May 06, 2026
Ankerstar Wealth, LLC History No change 6 0 0 0.0% Q1 2026 May 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 3 0 0 0.0% Q1 2026 Apr 21, 2026