Polaris Inc. - PII

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 Added to 7,055,706 384,535 0.01% 0.01% 1 +151,616 2.2% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 5,555,077 351,358 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
Capital World Investors History Reduced 3,897,663 212,422 0.03% 0.06% 3 -2,578,455 -39.81% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,786,913 151,886 0.01% 4 +2,786,913 New Q1 2026 May 08, 2026
STATE STREET CORP History Reduced 2,571,510 140,147 0.0% 0.01% 5 -255,025 -9.02% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,409,074 131,294 0.0% 6 +2,409,074 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 2,175,418 118,560 0.05% 0.07% 7 -24,092 -1.1% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,972,094 107,479 0.06% 0.06% 8 +186,992 10.48% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,927,467 105,046 0.01% 0.01% 9 -2,306 -0.12% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,735,549 94,587 0.01% 0.01% 10 -126,393 -6.79% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,546,260 84,268 0.02% 0.02% 11 +107,109 7.44% Q1 2026 May 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,408,619 76,782 0.0% 0.01% 12 +81,844 6.17% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,200,600 65,432 0.04% 0.04% 13 +342,756 39.96% Q1 2026 May 15, 2026
UBS Group AG History Reduced 1,088,801 59,339 0.01% 0.02% 14 -993,368 -47.71% Q1 2026 May 05, 2026
Auto-Owners Insurance Co History No change 1,035,000 56,407 1.18% 1.37% 15 0 0.0% Q1 2026 Apr 10, 2026
CITADEL ADVISORS LLC History Added to 945,235 51,515 0.01% 0.0% 16 +634,778 204.47% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 890,498 48,532 0.01% 0.01% 17 +112,500 14.46% Q1 2026 May 15, 2026
RWWM, Inc. History Reduced 887,961 48,393 3.53% 3.98% 18 -28,659 -3.13% Q1 2026 May 04, 2026
MILLENNIUM MANAGEMENT LLC History Added to 708,151 38,594 0.02% 0.01% 19 +340,258 92.49% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Reduced 705,826 38,467 0.12% 0.16% 20 -347 -0.05% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 683,631 37,257 0.0% 0.01% 21 +18,964 2.85% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 673,329 36,696 0.01% 0.01% 22 +4,200 0.63% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 668,333 36,424 0.03% 0.02% 23 +410,738 159.45% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 657,075 35,810 0.01% 0.01% 24 -10,397 -1.56% Q1 2026 May 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 652,936 35,585 0.15% 0.06% 25 +421,730 182.4% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 648,557 35,346 0.01% 0.01% 26 -417,353 -39.15% Q1 2026 May 12, 2026
Artisan Partners Limited Partnership History Reduced 584,865 31,875 0.05% 0.06% 27 -42,274 -6.74% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 467,200 29,550 0.06% 0.06% 28 0 0.0% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Reduced 488,920 26,646 0.04% 0.07% 29 -105,339 -17.73% Q1 2026 Apr 24, 2026
Divisar Capital Management LLC History Added to 477,877 26,044 6.64% 7.19% 30 +73,324 18.12% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 445,717 24,291 0.0% 0.0% 31 +104,302 30.55% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 433,846 23,644 0.01% 0.01% 32 +31,507 7.83% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 427,436 23,295 0.0% 0.0% 33 -35,140 -7.6% Q1 2026 May 15, 2026
Freestone Grove Partners LP History Added to 413,216 22,520 0.16% 0.14% 34 +114,002 38.1% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 400,850 21,846 0.05% 0.06% 35 +62,475 18.46% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 367,269 20,016 0.03% 0.04% 36 +37,193 11.27% Q1 2026 May 15, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Added to 349,594 19,053 2.25% 2.44% 37 +6,015 1.75% Q1 2026 May 11, 2026
VANGUARD FIDUCIARY TRUST CO History New 345,578 18,834 0.0% 38 +345,578 New Q1 2026 May 08, 2026
Man Group plc History Added to 278,045 15,153 0.03% 0.0% 39 +271,824 4369.46% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 234,516 12,778 0.01% 0.01% 40 +110,630 89.3% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Added to 231,263 12,603 0.01% 0.01% 41 +31,629 15.84% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 225,800 12,306 0.02% 0.01% 42 +105,100 87.08% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 225,982 12,069 0.0% 0.0% 43 -158,160 -41.17% Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Added to 218,351 11,900 0.02% 0.02% 44 +45,701 26.47% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 211,074 11,503 0.0% 0.0% 45 +79,963 60.99% Q1 2026 May 14, 2026
M&G Plc History Added to 202,253 11,123 0.06% 0.06% 46 +2,182 1.09% Q1 2026 May 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 190,410 10,377 0.22% 0.26% 47 -2,988 -1.55% Q1 2026 May 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 187,997 10,245 0.23% 0.29% 48 -5,396 -2.79% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 186,166 10,146 0.01% 0.0% 49 +70,421 60.84% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Added to 165,329 9,010 0.01% 0.01% 50 +803 0.49% Q1 2026 May 12, 2026
Segment Wealth Management, LLC History Reduced 152,346 8,302 0.49% 0.56% 51 -1,410 -0.92% Q1 2026 Apr 20, 2026
HANCOCK WHITNEY CORP History Added to 142,793 7,997 0.14% 0.01% 52 +136,649 2224.1% Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History New 145,416 7,925 0.4% 53 +145,416 New Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 136,406 7,434 0.0% 0.0% 54 +62,396 84.31% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 134,033 7,304 0.0% 0.0% 55 +21,010 18.59% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 133,602 7,281 0.0% 0.0% 56 +58,097 76.94% Q1 2026 May 06, 2026
Nuveen, LLC History Added to 133,246 7,261 0.0% 0.0% 57 +8,414 6.74% Q1 2026 Apr 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 129,193 7,041 0.01% 58 +129,193 New Q1 2026 May 14, 2026
Creative Planning History Added to 119,469 6,511 0.0% 0.01% 59 +5,869 5.17% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Added to 119,126 6,492 0.01% 0.0% 60 +47,220 65.67% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 102,078 6,456 0.0% 0.0% 61 +1,211 1.2% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 114,135 6,220 0.02% 0.03% 62 -33,707 -22.8% Q1 2026 May 15, 2026
Swiss National Bank History No change 105,300 5,738 0.0% 0.0% 63 0 0.0% Q1 2026 May 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 104,085 5,672 0.0% 0.0% 64 -23,958 -18.71% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 103,649 5,648 0.01% 0.0% 65 +36,542 54.45% Q1 2026 May 11, 2026
Walleye Capital LLC History Added to 102,865 5,606 0.02% 0.02% 66 +20,104 24.29% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Added to 101,800 5,548 0.02% 0.02% 67 +12,925 14.54% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 96,766 5,273 0.01% 0.02% 68 -95,350 -49.63% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 94,157 5,131 0.0% 0.0% 69 -12,733 -11.91% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 92,062 5,017 0.01% 0.02% 70 -105,049 -53.29% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Added to 87,901 4,790 0.01% 0.0% 71 +66,901 318.58% Q1 2026 May 15, 2026
Invenomic Capital Management LP History New 87,768 4,783 0.22% 72 +87,768 New Q1 2026 May 15, 2026
IMC-Chicago, LLC History Reduced 84,200 4,588 0.0% 0.0% 73 -44,500 -34.58% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Reduced 83,726 4,563 0.0% 0.0% 74 -54,041 -39.23% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History Added to 82,733 4,508 0.0% 0.0% 75 +6,632 8.71% Q1 2026 May 13, 2026
PDT Partners, LLC History No change 79,122 4,312 0.26% 0.32% 76 0 0.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 77,434 4,220 0.04% 0.01% 77 +67,935 715.18% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 75,967 4,140 0.0% 0.0% 78 -74,790 -49.61% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 74,945 4,084 0.0% 0.0% 79 -3,349 -4.28% Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Reduced 72,600 3,956 0.0% 0.0% 80 -39,361 -35.16% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Added to 70,150 3,823 0.01% 0.0% 81 +23,415 50.1% Q1 2026 May 06, 2026
THOMIST CAPITAL MANAGEMENT, LP History Added to 68,785 3,748 1.01% 0.34% 82 +43,737 174.61% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 67,567 3,682 0.11% 0.09% 83 +18,399 37.42% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 66,912 3,646 0.0% 0.0% 84 -13,114 -16.39% Q1 2026 May 08, 2026
Retirement Systems of Alabama History Added to 65,508 3,570 0.01% 0.01% 85 +1,377 2.15% Q1 2026 Apr 24, 2026
Paralel Advisors LLC History No change 65,343 3,561 0.15% 0.16% 86 0 0.0% Q1 2026 May 07, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 65,154 3,550 0.02% 0.01% 87 -17,205 -20.89% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Added to 64,884 3,535 0.01% 0.01% 88 +9,668 17.51% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 69,390 3,533 0.01% 0.01% 89 +9,420 15.71% Q1 2026 Apr 08, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 63,580 3,465 0.0% 0.0% 90 -9,663 -13.19% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 63,034 3,435 0.0% 0.0% 91 +12,344 24.35% Q1 2026 May 15, 2026
MAIRS & POWER INC History Reduced 62,491 3,405 0.03% 0.05% 92 -13,252 -17.5% Q1 2026 May 13, 2026
Kingsview Wealth Management, LLC History Added to 60,933 3,320 0.05% 0.05% 93 +6,842 12.65% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 60,792 3,314 0.0% 0.0% 94 +10,723 21.42% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Reduced 56,140 3,059 0.02% 0.03% 95 -11,022 -16.41% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 54,572 2,974 0.02% 0.02% 96 -423 -0.77% Q1 2026 May 14, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Added to 54,432 2,966 0.09% 0.07% 97 +4,561 9.15% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Added to 53,312 2,929 0.0% 0.0% 98 +36,061 209.04% Q1 2026 Apr 30, 2026
STRS OHIO History Added to 53,200 2,899 0.01% 0.01% 99 +1,900 3.7% Q1 2026 Apr 24, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 51,544 2,809 0.01% 0.01% 100 -1,721 -3.23% Q1 2026 Apr 27, 2026
Trexquant Investment LP History Reduced 51,359 2,799 0.02% 0.03% 101 -3,128 -5.74% Q1 2026 May 15, 2026
NFJ INVESTMENT GROUP, LLC History New 50,034 2,726 0.1% 102 +50,034 New Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Added to 49,888 2,718 0.0% 0.0% 103 +6,191 14.17% Q1 2026 May 06, 2026
CITIGROUP INC History Reduced 49,297 2,686 0.0% 0.0% 104 -14,758 -23.04% Q1 2026 May 11, 2026
COMERICA BANK History No change 41,939 2,652 0.01% 0.01% 105 0 0.0% Q4 2025 Jan 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 48,205 2,627 0.0% 0.0% 106 -2,750 -5.4% Q1 2026 May 15, 2026
Crawford Fund Management, LLC History Added to 47,500 2,588 0.5% 0.05% 107 +41,300 666.13% Q1 2026 May 15, 2026
STEADFAST CAPITAL MANAGEMENT LP History New 46,300 2,523 0.09% 108 +46,300 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 45,795 2,495 0.01% 0.01% 109 +364 0.8% Q1 2026 Apr 30, 2026
Round Hill Asset Management History Reduced 45,181 2,462 1.61% 1.8% 110 -55 -0.12% Q1 2026 May 14, 2026
FMR LLC History Reduced 44,590 2,430 0.0% 0.0% 111 -49,699 -52.71% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 44,021 2,399 0.01% 0.01% 112 +18,564 72.92% Q1 2026 May 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 42,231 2,301 0.01% 0.01% 113 +4,752 12.68% Q1 2026 May 12, 2026
CWM, LLC History Added to 42,173 2,298 0.01% 0.01% 114 +779 1.88% Q1 2026 May 14, 2026
Advisors Asset Management, Inc. History Reduced 41,089 2,239 0.04% 0.04% 115 -293 -0.71% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 39,976 2,178 0.0% 116 +39,976 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Reduced 38,125 2,077 0.0% 0.0% 117 -19,414 -33.74% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Added to 37,171 2,027 0.0% 0.0% 118 +175 0.47% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Added to 37,091 2,021 0.12% 0.06% 119 +18,122 95.53% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 36,665 1,998 0.03% 0.02% 120 +15,999 77.42% Q1 2026 May 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 34,937 1,905 0.01% 0.01% 121 +16,252 86.98% Q1 2026 May 04, 2026
State of New Jersey Common Pension Fund D History No change 34,383 1,873 0.01% 0.01% 122 0 0.0% Q1 2026 May 05, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 34,199 1,863 0.03% 0.04% 123 -7,179 -17.35% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 32,245 1,757 0.0% 0.0% 124 -15,648 -32.67% Q1 2026 May 13, 2026
LSV ASSET MANAGEMENT History Added to 32,160 1,753 0.0% 0.0% 125 +7,500 30.41% Q1 2026 May 11, 2026
CPC Advisors, LLC History New 31,769 1,731 0.28% 127 +31,769 New Q1 2026 Apr 16, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 26,129 1,731 0.09% 0.03% 126 +19,800 312.85% Q1 2026 May 15, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 31,706 1,727 0.66% 0.78% 128 0 0.0% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Reduced 31,682 1,726 0.01% 0.01% 129 -40,961 -56.39% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Reduced 31,422 1,712 0.0% 0.0% 130 -58,091 -64.9% Q1 2026 May 14, 2026
Koss-Olinger Consulting, LLC History Reduced 31,401 1,711 0.14% 0.16% 131 -303 -0.96% Q1 2026 May 07, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 30,469 1,649 0.0% 0.0% 132 -447 -1.45% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Reduced 30,200 1,645 0.01% 0.06% 133 -140,200 -82.28% Q1 2026 May 07, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 28,381 1,546 0.03% 0.02% 134 +9,851 53.16% Q1 2026 Apr 20, 2026
Walleye Trading LLC History Reduced 27,900 1,520 0.0% 0.02% 135 -142,353 -83.61% Q1 2026 May 08, 2026
NORGES BANK History No change 24,006 1,518 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 27,680 1,508 0.0% 0.0% 137 +575 2.12% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Reduced 27,357 1,490 0.01% 0.01% 138 -3,127 -10.26% Q1 2026 May 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 25,605 1,395 0.0% 139 +25,605 New Q1 2026 May 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 25,498 1,389 0.01% 0.02% 140 +1,045 4.27% Q1 2026 May 14, 2026
S&T BANK/PA History Reduced 25,428 1,385 0.52% 0.84% 141 -16,697 -39.64% Q1 2026 May 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 25,319 1,379 0.03% 0.04% 142 -600 -2.31% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 25,246 1,375 0.0% 0.0% 143 0 0.0% Q1 2026 May 18, 2026
OSAIC HOLDINGS, INC. History Reduced 25,045 1,365 0.0% 0.0% 144 -18,585 -42.6% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 24,846 1,354 0.0% 0.0% 145 -3,200 -11.41% Q1 2026 May 13, 2026
ALGERT GLOBAL LLC History New 24,480 1,334 0.02% 146 +24,480 New Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 24,130 1,315 0.0% 0.0% 147 +426 1.8% Q1 2026 May 12, 2026
Select Equity Group, L.P. History Reduced 23,411 1,275 0.01% 0.15% 148 -515,217 -95.65% Q1 2026 May 15, 2026
Virtu Financial LLC History New 23,256 1,267 0.05% 149 +23,256 New Q1 2026 May 14, 2026
AMALGAMATED BANK History Added to 23,098 1,259 0.01% 0.01% 150 +600 2.67% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 22,964 1,251 0.0% 0.0% 151 +1,497 6.97% Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 22,498 1,226 0.07% 0.08% 152 -32 -0.14% Q1 2026 May 06, 2026
Harvest Investment Services, LLC History Added to 22,376 1,219 0.22% 0.17% 153 +7,846 54.0% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 22,559 1,213 0.0% 0.0% 154 -10,361 -31.47% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 21,087 1,149 0.0% 155 +21,087 New Q1 2026 May 08, 2026
BOYUM WEALTH ARCHITECTS LLC History Added to 16,884 1,121 0.47% 0.54% 156 +24 0.14% Q1 2026 May 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 20,478 1,116 0.01% 0.01% 157 -1,761 -7.92% Q1 2026 May 07, 2026
Camelot Portfolios, LLC History Reduced 20,402 1,111 0.82% 0.82% 158 -749 -3.54% Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History Added to 19,324 1,053 0.0% 0.0% 159 +7,390 61.92% Q1 2026 May 13, 2026
Cetera Investment Advisers History Reduced 19,244 1,048 0.0% 0.0% 160 -1,286 -6.26% Q1 2026 May 13, 2026
Kestra Investment Management, LLC History Reduced 19,077 1,039 0.02% 0.03% 161 -2,770 -12.68% Q1 2026 May 11, 2026
HM PAYSON & CO History Reduced 18,042 983 0.01% 0.02% 162 -180 -0.99% Q1 2026 Apr 13, 2026
State of Tennessee, Department of Treasury History No change 17,720 965 0.0% 0.0% 163 0 0.0% Q1 2026 May 15, 2026
MAVERICK CAPITAL LTD History New 17,569 957 0.01% 164 +17,569 New Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 17,433 950 0.01% 0.01% 165 -930 -5.06% Q1 2026 Apr 24, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,959 924 0.0% 0.0% 166 0 0.0% Q1 2026 May 06, 2026
TWO SIGMA SECURITIES, LLC History New 16,292 887 0.1% 167 +16,292 New Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Added to 15,863 864 0.02% 0.02% 168 +2,204 16.14% Q1 2026 May 15, 2026
Convergence Investment Partners, LLC History Added to 15,798 860 0.14% 0.2% 169 +169 1.08% Q1 2026 May 07, 2026
Handelsbanken Fonder AB History No change 15,600 850 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 28, 2026
Louisiana State Employees Retirement System History Added to 15,500 844 0.01% 0.02% 171 +700 4.73% Q1 2026 Apr 20, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 15,319 834 0.0% 0.0% 172 +46 0.3% Q1 2026 May 14, 2026
Quantbot Technologies LP History Reduced 15,150 825 0.03% 0.04% 173 -2,224 -12.8% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 15,018 818 0.0% 0.0% 174 +13,864 1201.39% Q1 2026 May 01, 2026
SummerHaven Investment Management, LLC History Reduced 14,926 813 0.5% 0.61% 175 -2,021 -11.93% Q1 2026 Apr 24, 2026
GSA CAPITAL PARTNERS LLP History New 14,891 812 0.05% 177 +14,891 New Q1 2026 May 08, 2026
XTX Topco Ltd History Reduced 14,908 812 0.01% 0.04% 176 -11,265 -43.04% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,870 810 0.0% 0.0% 178 +2,220 17.55% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 14,755 804 0.0% 0.0% 179 +693 4.93% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 14,682 800 0.0% 0.01% 180 -255 -1.71% Q1 2026 May 01, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 14,285 778 0.32% 0.36% 181 +481 3.48% Q1 2026 Apr 24, 2026
Ameritas Investment Partners, Inc. History No change 14,250 776 0.02% 0.03% 182 0 0.0% Q1 2026 May 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,133 770 0.01% 0.01% 183 0 0.0% Q1 2026 Apr 29, 2026
AlphaQuest LLC History No change 12,165 769 0.04% 0.04% 184 0 0.0% Q4 2025 Feb 09, 2026
RM Financial Services, LLC History Reduced 14,070 766 0.66% 0.79% 185 -50 -0.35% Q1 2026 May 14, 2026
Blackstone Inc. History New 13,556 738 0.0% 186 +13,556 New Q1 2026 May 15, 2026
SPWM Advisors LLC History Added to 11,304 731 0.63% 0.68% 187 +5 0.04% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,407 730 0.01% 0.01% 188 -11,729 -46.66% Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 13,389 729 0.0% 0.0% 189 +17 0.13% Q1 2026 May 01, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 13,139 716 0.0% 0.0% 190 +4,809 57.73% Q1 2026 May 15, 2026
Frank, Rimerman Advisors LLC History Added to 13,043 710 0.05% 0.05% 191 +422 3.34% Q1 2026 Apr 29, 2026
NATIXIS History Reduced 13,000 708 0.0% 0.03% 193 -134,400 -91.18% Q1 2026 May 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 11,200 708 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 04, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 12,879 701 0.0% 0.0% 194 +300 2.38% Q1 2026 May 04, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 12,765 695 0.01% 0.02% 195 -1,005 -7.3% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 12,603 686 0.0% 196 +12,603 New Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 12,465 679 0.0% 0.0% 197 -1,025 -7.6% Q1 2026 Apr 29, 2026
Rockefeller Capital Management L.P. History Added to 12,386 675 0.0% 0.0% 198 +1,660 15.48% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 12,338 672 0.0% 0.0% 199 -15,436 -55.58% Q1 2026 Apr 16, 2026
Investors Research Corp History Added to 12,182 663 0.13% 0.14% 200 +120 0.99% Q1 2026 Apr 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,049 656 0.0% 0.0% 201 -445 -3.56% Q1 2026 Apr 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 12,039 656 0.0% 0.0% 202 +6 0.05% Q1 2026 May 01, 2026
Robertson Stephens Wealth Management, LLC History No change 12,000 654 0.02% 0.02% 203 0 0.0% Q1 2026 Apr 28, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 11,970 652 0.01% 0.01% 204 +15 0.13% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 11,600 632 0.0% 0.0% 205 0 0.0% Q1 2026 Apr 29, 2026
GAMMA Investing LLC History Reduced 11,461 624 0.03% 0.04% 206 -1,574 -12.08% Q1 2026 Apr 06, 2026
Engineers Gate Manager LP History Reduced 11,370 619 0.01% 0.02% 208 -19,119 -62.71% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 11,363 619 0.0% 0.0% 207 +1,491 15.1% Q1 2026 Apr 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 11,314 616 0.0% 0.0% 209 -58 -0.51% Q1 2026 May 08, 2026
South Dakota Investment Council History Reduced 11,236 612 0.01% 0.01% 210 -284 -2.47% Q1 2026 May 18, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,100 605 0.02% 0.02% 211 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 10,938 596 0.01% 0.01% 212 +300 2.82% Q1 2026 Apr 29, 2026
Probity Advisors, Inc. History Added to 10,908 594 0.09% 0.1% 213 +596 5.78% Q1 2026 Apr 28, 2026
Empowered Funds, LLC History New 10,857 591 0.0% 215 +10,857 New Q1 2026 May 14, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 10,847 591 0.31% 0.39% 214 -85 -0.78% Q1 2026 May 13, 2026
Union Heritage Capital, LLC History No change 10,731 584 0.22% 0.23% 216 0 0.0% Q1 2026 May 20, 2026
Merit Financial Group, LLC History Reduced 10,466 570 0.0% 0.01% 217 -196 -1.84% Q1 2026 Apr 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 10,295 561 0.0% 0.0% 218 -1,610 -13.52% Q1 2026 May 04, 2026
Pallas Capital Advisors LLC History Reduced 10,268 559 0.02% 0.02% 219 -1,069 -9.43% Q1 2026 Apr 21, 2026
Bridgefront Capital, LLC History New 10,230 557 0.14% 220 +10,230 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 10,029 546 0.0% 0.0% 221 +793 8.59% Q1 2026 May 14, 2026
Holocene Advisors, LP History New 9,854 537 0.0% 222 +9,854 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 9,501 517 0.0% 0.0% 223 0 0.0% Q1 2026 Apr 22, 2026
ARGA Investment Management, LP History Reduced 9,364 510 0.02% 0.04% 224 -12,217 -56.61% Q1 2026 Apr 30, 2026
Inspire Investing, LLC History Added to 9,358 510 0.04% 0.04% 225 +1,915 25.73% Q1 2026 Apr 23, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,234 503 0.0% 0.0% 226 -352 -3.67% Q1 2026 May 12, 2026
Perbak Capital Partners LLP History New 9,146 498 0.12% 227 +9,146 New Q1 2026 May 15, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 8,906 491 0.21% 0.25% 228 -68 -0.76% Q1 2026 Apr 15, 2026
Voleon Capital Management LP History Reduced 8,967 488 0.01% 0.04% 229 -17,285 -65.84% Q1 2026 May 15, 2026
DRW Securities, LLC History New 8,941 487 0.01% 230 +8,941 New Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 8,614 469 0.01% 0.01% 231 -3,251 -27.4% Q1 2026 Apr 22, 2026
Allworth Financial LP History Added to 8,546 465 0.0% 0.0% 232 +120 1.42% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Reduced 8,472 461 0.01% 0.01% 233 -1,018 -10.73% Q1 2026 May 15, 2026
SNS Financial Group, LLC History Added to 8,380 456 0.04% 0.05% 234 +20 0.24% Q1 2026 Apr 14, 2026
M&T BANK CORP History Added to 8,322 453 0.0% 0.0% 235 +787 10.44% Q1 2026 May 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 8,168 445 0.0% 0.01% 236 -8,897 -52.14% Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 8,170 445 0.0% 237 +8,170 New Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,843 427 0.0% 0.0% 238 0 0.0% Q1 2026 May 08, 2026
State of Wyoming History Reduced 7,687 418 0.05% 0.06% 239 -784 -9.26% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 7,602 414 0.0% 0.0% 240 +1,132 17.5% Q1 2026 May 13, 2026
Entropy Technologies, LP History New 7,415 404 0.02% 241 +7,415 New Q1 2026 May 14, 2026
Vise Technologies, Inc. History No change 6,369 402 0.01% 0.01% 242 0 0.0% Q1 2026 Apr 21, 2026
Ethic Inc. History Added to 7,325 399 0.01% 0.01% 243 +39 0.54% Q1 2026 Apr 27, 2026
Summit Financial, LLC History Added to 7,315 398 0.01% 0.01% 244 +49 0.67% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 7,126 388 0.0% 0.0% 245 -1,252 -14.94% Q1 2026 Apr 30, 2026
Goldstone Financial Group, LLC History Reduced 7,117 387 0.04% 0.06% 246 -1,468 -17.1% Q1 2026 Apr 24, 2026
Numerai GP LLC History Reduced 7,100 386 0.04% 0.11% 247 -6,807 -48.95% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 7,023 382 0.0% 0.0% 248 -751 -9.66% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Added to 6,985 380 0.0% 0.0% 249 +1,579 29.21% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Added to 6,874 374 0.0% 0.0% 250 +1,550 29.11% Q1 2026 Apr 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 6,845 373 0.02% 0.02% 251 0 0.0% Q1 2026 May 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 6,790 369 0.0% 0.0% 252 -3,468 -33.81% Q1 2026 May 13, 2026
SYON CAPITAL LLC History Added to 6,785 369 0.02% 0.02% 253 +965 16.58% Q1 2026 May 13, 2026
Meeder Advisory Services, Inc. History Reduced 6,769 368 0.02% 0.02% 254 -327 -4.61% Q1 2026 May 07, 2026
Wynn Capital, LLC History Added to 6,740 367 0.19% 0.2% 255 +327 5.1% Q1 2026 Apr 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 6,715 365 0.09% 256 +6,715 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,682 364 0.0% 0.0% 257 0 0.0% Q1 2026 May 11, 2026
FIRST TRUST ADVISORS LP History Reduced 6,657 362 0.0% 0.0% 258 -378 -5.37% Q1 2026 May 13, 2026
Linden Thomas Advisory Services, LLC History Reduced 6,608 360 0.03% 0.05% 259 -1,326 -16.71% Q1 2026 Apr 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,569 358 0.01% 0.0% 260 +6,468 6403.96% Q1 2026 May 15, 2026
Ballentine Partners, LLC History Reduced 6,554 357 0.0% 0.01% 261 -165 -2.46% Q1 2026 May 14, 2026
KPP Advisory Services LLC History Added to 6,441 351 0.05% 0.06% 262 +9 0.14% Q1 2026 Apr 24, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 6,382 347 0.0% 0.0% 263 +2,055 47.49% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Added to 6,371 347 0.0% 0.0% 264 +1,131 21.58% Q1 2026 Apr 30, 2026
Neuberger Berman Group LLC History Added to 6,276 342 0.0% 0.0% 265 +1,454 30.15% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History Added to 6,091 331 0.01% 0.01% 266 +1,873 44.4% Q1 2026 May 14, 2026
AXQ CAPITAL, LP History New 5,985 326 0.04% 267 +5,985 New Q1 2026 May 13, 2026
Stratos Wealth Partners, LTD. History New 5,973 325 0.0% 268 +5,973 New Q1 2026 Apr 28, 2026
Tower Research Capital LLC (TRC) History Added to 5,950 324 0.01% 0.0% 269 +3,181 114.88% Q1 2026 May 15, 2026
BROWN ADVISORY INC History No change 5,888 320 0.0% 0.0% 270 0 0.0% Q1 2026 May 15, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 5,704 310 0.05% 0.06% 271 -263 -4.41% Q1 2026 Apr 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,627 306 0.0% 0.01% 274 -2,266 -28.71% Q1 2026 May 13, 2026
Inscription Capital, LLC History Added to 5,625 306 0.03% 0.03% 273 +1,204 27.23% Q1 2026 Apr 20, 2026
EAGLE GLOBAL ADVISORS LLC History No change 5,630 306 0.01% 0.01% 272 0 0.0% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History New 5,559 302 0.0% 275 +5,559 New Q1 2026 May 14, 2026
Brooklyn Investment Group History Reduced 5,518 300 0.01% 0.04% 276 -6,856 -55.41% Q1 2026 Apr 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 5,310 289 0.0% 0.0% 277 -101 -1.87% Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,276 288 0.0% 0.0% 278 0 0.0% Q1 2026 May 14, 2026
PEAK6 LLC History Reduced 5,279 287 0.0% 0.0% 279 -7,921 -60.01% Q1 2026 May 13, 2026
Private Advisor Group, LLC History Added to 5,155 280 0.0% 0.0% 280 +940 22.3% Q1 2026 Apr 24, 2026
Belpointe Asset Management LLC History New 5,013 273 0.01% 281 +5,013 New Q1 2026 Apr 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 4,978 271 0.0% 282 +4,978 New Q1 2026 May 15, 2026
Kessler Investment Group, LLC History Added to 4,960 270 0.13% 0.13% 283 +47 0.96% Q1 2026 Apr 10, 2026
Chicago Partners Investment Group LLC History Added to 4,605 269 0.01% 0.01% 284 +913 24.73% Q1 2026 May 04, 2026
MGO ONE SEVEN LLC History New 4,818 262 0.01% 285 +4,818 New Q1 2026 May 14, 2026
Balance Wealth, LLC History No change 4,500 245 0.08% 0.09% 286 0 0.0% Q1 2026 Apr 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 4,389 239 0.01% 0.01% 287 -202 -4.4% Q1 2026 Apr 23, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 4,345 236 0.02% 289 +4,345 New Q1 2026 May 12, 2026
SIGNATUREFD, LLC History Reduced 4,336 236 0.0% 0.0% 288 -305 -6.57% Q1 2026 Apr 07, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 4,306 234 0.17% 0.2% 290 +26 0.61% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 4,202 229 0.0% 0.0% 291 -3,362 -44.45% Q1 2026 May 14, 2026
Optas, LLC History Added to 4,193 228 0.03% 0.04% 292 +626 17.55% Q1 2026 Apr 24, 2026
Integrated Wealth Concepts LLC History New 4,167 227 0.0% 293 +4,167 New Q1 2026 May 15, 2026
Family Capital Management, Inc. History No change 4,149 226 0.1% 0.12% 294 0 0.0% Q1 2026 Apr 22, 2026
CIBC WORLD MARKETS CORP History No change 3,529 223 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 12, 2026
FORA Capital, LLC History New 4,030 219 0.02% 296 +4,030 New Q1 2026 May 14, 2026
Alley Investment Management Company, LLC History Reduced 4,016 218 0.03% 0.03% 297 -677 -14.43% Q1 2026 Apr 23, 2026
BARD ASSOCIATES INC History Added to 3,992 217 0.05% 0.01% 298 +3,270 452.91% Q1 2026 May 07, 2026
Ensign Peak Advisors, Inc History No change 3,987 217 0.0% 0.0% 299 0 0.0% Q1 2026 May 13, 2026
NorthCrest Asset Manangement, LLC History Added to 4,000 216 0.01% 0.01% 300 +173 4.52% Q1 2026 Apr 08, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,887 211 0.01% 0.01% 301 0 0.0% Q1 2026 May 01, 2026
Capital Investment Advisors, LLC History Added to 3,794 206 0.0% 0.0% 302 +32 0.85% Q1 2026 Apr 17, 2026
Janney Montgomery Scott LLC History Reduced 3,767 205 0.0% 0.0% 303 -1 -0.03% Q1 2026 Apr 22, 2026
EntryPoint Capital, LLC History New 3,691 201 0.06% 305 +3,691 New Q1 2026 May 14, 2026
Aptus Capital Advisors, LLC History Reduced 3,693 201 0.0% 0.0% 304 -1 -0.03% Q1 2026 May 11, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 3,550 193 0.08% 0.09% 306 0 0.0% Q1 2026 May 12, 2026
Farther Finance Advisors, LLC History Reduced 3,523 192 0.0% 0.0% 307 -151 -4.11% Q1 2026 Apr 07, 2026
Caitong International Asset Management Co., Ltd History Added to 3,467 188 0.03% 308 +3,461 57683.33% Q1 2026 May 11, 2026
EverSource Wealth Advisors, LLC History Added to 3,367 183 0.01% 0.01% 309 +552 19.61% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 3,126 170 0.0% 0.0% 310 -783 -20.03% Q1 2026 May 01, 2026
Parallel Advisors, LLC History Added to 2,990 162 0.0% 0.0% 311 +330 12.41% Q1 2026 May 07, 2026
EASTERN BANK History No change 2,600 141 0.0% 0.0% 312 0 0.0% Q1 2026 Apr 07, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,433 132 0.0% 0.01% 313 -1,288 -34.61% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,803 98 0.0% 0.0% 314 +589 48.52% Q1 2026 May 07, 2026
KBC Group NV History No change 1,771 97 0.0% 0.0% 315 0 0.0% Q1 2026 May 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 1,762 96 0.02% 316 +1,762 New Q1 2026 May 06, 2026
MAI Capital Management History Added to 1,655 90 0.0% 0.0% 317 +549 49.64% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,566 85 0.0% 0.0% 318 -258 -14.14% Q1 2026 May 14, 2026
UMB Bank, n.a. History Added to 1,435 78 0.0% 0.0% 319 +38 2.72% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,430 77 0.0% 0.0% 320 0 0.0% Q1 2026 May 11, 2026
Aster Capital Management (DIFC) Ltd History Added to 1,691 69 0.02% 0.0% 321 +1,563 1221.09% Q1 2026 May 13, 2026
Essential Partners LLC History Reduced 1,151 62 0.02% 0.02% 322 -2 -0.17% Q1 2026 May 21, 2026
Stephens Consulting, LLC History No change 910 57 0.02% 0.02% 323 0 0.0% Q4 2025 Jan 13, 2026
CoreCap Advisors, LLC History Reduced 1,040 56 0.0% 0.0% 324 -161 -13.41% Q1 2026 Apr 07, 2026
Opal Wealth Advisors, LLC History New 1,026 55 0.01% 326 +1,026 New Q1 2026 Apr 14, 2026
HUNTINGTON NATIONAL BANK History No change 1,012 55 0.0% 0.0% 325 0 0.0% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 973 53 0.0% 0.0% 327 +13 1.35% Q1 2026 May 12, 2026
EMC Capital Management History No change 745 47 0.02% 0.02% 328 0 0.0% Q4 2025 Mar 09, 2026
Hilton Head Capital Partners, LLC History Reduced 817 44 0.02% 0.03% 330 -10 -1.21% Q1 2026 Apr 20, 2026
Geneos Wealth Management Inc. History Added to 817 44 0.0% 0.0% 329 +8 0.99% Q1 2026 May 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 772 42 0.0% 0.0% 331 +159 25.94% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Reduced 746 40 0.0% 0.0% 332 -31 -3.99% Q1 2026 May 13, 2026
Global Trust Asset Management, LLC History Reduced 729 39 0.01% 0.02% 333 -104 -12.48% Q1 2026 Apr 23, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 707 38 0.0% 0.0% 335 +82 13.12% Q1 2026 May 04, 2026
MassMutual Private Wealth & Trust, FSB History Added to 701 38 0.0% 0.0% 334 +9 1.3% Q1 2026 Apr 13, 2026
SHP Wealth Management History Reduced 651 35 0.0% 0.01% 336 -524 -44.6% Q1 2026 May 08, 2026
JNBA Financial Advisors History No change 630 34 0.0% 0.0% 337 0 0.0% Q1 2026 Apr 22, 2026
Quent Capital, LLC History No change 622 33 0.0% 0.0% 338 0 0.0% Q1 2026 Apr 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 591 32 0.0% 0.0% 339 +300 103.09% Q1 2026 May 08, 2026
Plante Moran Financial Advisors, LLC History No change 597 32 0.0% 0.0% 340 0 0.0% Q1 2026 May 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 492 27 0.0% 0.0% 341 +50 11.31% Q1 2026 Apr 28, 2026
IFP Advisors, Inc History Reduced 486 26 0.0% 0.0% 342 -100 -17.06% Q1 2026 Apr 13, 2026
Bayforest Capital Ltd History Reduced 436 23 0.03% 0.23% 346 -4,446 -91.07% Q1 2026 Apr 15, 2026
Kemnay Advisory Services Inc. History Added to 438 23 0.0% 0.0% 344 +11 2.58% Q1 2026 May 15, 2026
FIRST UNITED BANK & TRUST History No change 425 23 0.01% 0.01% 343 0 0.0% Q1 2026 Apr 21, 2026
Front Row Advisors LLC History No change 424 23 0.01% 0.01% 345 0 0.0% Q1 2026 May 19, 2026
Versant Capital Management, Inc History Added to 416 22 0.0% 0.0% 347 +278 201.45% Q1 2026 Apr 06, 2026
Owl Creek Wealth Partners LLC History New 390 21 0.01% 350 +390 New Q1 2026 May 13, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 401 21 0.01% 0.0% 348 +316 371.76% Q1 2026 May 05, 2026
True Wealth Design, LLC History Added to 402 21 0.01% 0.01% 349 +31 8.36% Q1 2026 Apr 13, 2026
HighMark Wealth Management LLC History Added to 321 17 0.01% 0.01% 351 +4 1.26% Q1 2026 May 05, 2026
Westside Investment Management, Inc. History Added to 297 16 0.0% 0.0% 352 +2 0.68% Q1 2026 May 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 282 15 0.0% 353 +282 New Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History Reduced 269 14 0.0% 0.0% 355 -475 -63.84% Q1 2026 May 13, 2026
New England Capital Financial Advisors LLC History Added to 274 14 0.0% 0.01% 354 +3 1.11% Q1 2026 Apr 27, 2026
CULLEN/FROST BANKERS, INC. History Reduced 250 13 0.0% 0.0% 356 -250 -50.0% Q1 2026 May 05, 2026
Larson Financial Group LLC History Added to 247 13 0.0% 357 +236 2145.45% Q1 2026 May 15, 2026
Covestor Ltd History Reduced 245 13 0.01% 0.01% 358 -70 -22.22% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History Added to 238 12 0.0% 0.0% 360 +142 147.92% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 233 12 0.0% 0.0% 359 0 0.0% Q1 2026 May 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 202 11 0.0% 0.0% 361 -40 -16.53% Q1 2026 May 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 200 10 0.0% 365 +200 New Q1 2026 Apr 14, 2026
Red Tortoise LLC History Added to 193 10 0.0% 0.01% 363 +3 1.58% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History No change 194 10 0.0% 0.0% 362 0 0.0% Q1 2026 Apr 30, 2026
Kentucky Trust Co History No change 200 10 0.01% 0.01% 364 0 0.0% Q1 2026 Apr 17, 2026
Optiver Holding B.V. History Reduced 179 9 0.0% 0.0% 368 -408 -69.51% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 176 9 0.0% 0.0% 369 +16 10.0% Q1 2026 Apr 24, 2026
Bangor Savings Bank History No change 167 9 0.0% 0.0% 366 0 0.0% Q1 2026 Apr 01, 2026
Pinnacle Bancorp, Inc. History No change 180 9 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 22, 2026
Triumph Capital Management History Reduced 150 8 0.0% 0.0% 374 -150 -50.0% Q1 2026 May 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 156 8 0.0% 0.0% 370 +16 11.43% Q1 2026 May 13, 2026
Clearstead Trust, LLC History Reduced 147 8 0.0% 0.0% 373 -3 -2.0% Q1 2026 May 06, 2026
GHP Investment Advisors, Inc. History No change 153 8 0.0% 0.0% 371 0 0.0% Q1 2026 Apr 21, 2026
Asset Dedication, LLC History No change 149 8 0.0% 0.0% 372 0 0.0% Q1 2026 May 29, 2026
ASSETMARK, INC History Reduced 141 7 0.0% 0.0% 376 -58 -29.15% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 137 7 0.0% 0.0% 375 -29 -17.47% Q1 2026 May 07, 2026
SageView Advisory Group, LLC History No change 121 7 0.0% 0.0% 377 0 0.0% Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History Added to 120 6 0.0% 0.0% 382 +98 445.45% Q1 2026 May 15, 2026
Leonteq Securities AG History Added to 120 6 0.0% 0.0% 380 +24 25.0% Q1 2026 Apr 27, 2026
Vermillion Wealth Management, Inc. History Added to 117 6 0.0% 0.0% 381 +1 0.86% Q1 2026 Apr 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 125 6 0.0% 0.0% 378 0 0.0% Q1 2026 Apr 23, 2026
ALERUS FINANCIAL NA History No change 127 6 0.0% 0.0% 379 0 0.0% Q1 2026 May 12, 2026
ELEVATION WEALTH PARTNERS, LLC History New 100 5 0.0% 394 +100 New Q1 2026 Apr 14, 2026
Cedar Mountain Advisors, LLC History New 98 5 0.0% 393 +98 New Q1 2026 Apr 30, 2026
CVA Family Office, LLC History Added to 107 5 0.0% 0.0% 388 +65 154.76% Q1 2026 Apr 29, 2026
Basepoint Wealth LLC History Added to 93 5 0.0% 0.0% 392 +1 1.09% Q1 2026 May 07, 2026
NBC SECURITIES, INC. History No change 95 5 0.0% 0.0% 383 0 0.0% Q1 2026 Apr 14, 2026
Wilmington Savings Fund Society, FSB History No change 100 5 0.0% 0.0% 384 0 0.0% Q1 2026 Apr 30, 2026
CIBC Private Wealth Group LLC History No change 91 5 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History No change 82 5 0.0% 0.0% 386 0 0.0% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History No change 100 5 0.0% 0.0% 387 0 0.0% Q1 2026 Apr 17, 2026
MTM Investment Management, LLC History No change 102 5 0.0% 0.0% 389 0 0.0% Q1 2026 May 06, 2026
Bell Investment Advisors, Inc History No change 104 5 0.0% 0.0% 390 0 0.0% Q1 2026 Apr 17, 2026
Kennebec Savings Bank History No change 100 5 0.0% 0.01% 391 0 0.0% Q1 2026 Apr 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 82 4 0.0% 0.0% 395 0 0.0% Q1 2026 Apr 15, 2026
SFAM, LLC History No change 80 4 0.0% 0.0% 396 0 0.0% Q1 2026 May 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 85 4 0.0% 0.0% 397 0 0.0% Q1 2026 May 01, 2026
Intentional Wealth Strategies, LLC History New 68 3 0.0% 403 +68 New Q1 2026 May 05, 2026
Bare Financial Services, Inc History Added to 68 3 0.0% 0.0% 402 +39 134.48% Q1 2026 May 14, 2026
ST GERMAIN D J CO INC History No change 65 3 0.0% 0.0% 398 0 0.0% Q1 2026 Apr 13, 2026
TRUST CO OF VERMONT History No change 50 3 0.0% 0.0% 399 0 0.0% Q4 2025 Jan 16, 2026
Orion Capital Management LLC History No change 69 3 0.0% 0.0% 400 0 0.0% Q1 2026 May 14, 2026
City State Bank History No change 66 3 0.0% 0.0% 401 0 0.0% Q1 2026 Apr 20, 2026
Arax Advisory Partners History Reduced 54 2 0.0% 0.01% 406 -3,293 -98.39% Q1 2026 May 13, 2026
Ancora Advisors LLC History Reduced 38 2 0.0% 0.0% 405 -142 -78.89% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History Reduced 43 2 0.0% 0.0% 411 -8 -15.69% Q1 2026 Apr 24, 2026
SBI Securities Co., Ltd. History Reduced 53 2 0.0% 0.0% 412 -4 -7.02% Q1 2026 Apr 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 53 2 0.0% 0.0% 404 0 0.0% Q1 2026 May 14, 2026
MCF Advisors LLC History No change 46 2 0.0% 0.0% 407 0 0.0% Q1 2026 May 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 55 2 0.0% 0.0% 408 0 0.0% Q1 2026 Apr 30, 2026
Truvestments Capital LLC History No change 50 2 0.0% 0.0% 409 0 0.0% Q1 2026 May 13, 2026
Avion Wealth History No change 51 2 0.0% 0.0% 410 0 0.0% Q1 2026 May 01, 2026
BIRCHBROOK, INC. History No change 45 2 0.0% 0.0% 413 0 0.0% Q1 2026 Apr 08, 2026
AdvisorNet Financial, Inc History Reduced 27 1 0.0% 0.0% 416 -419 -93.95% Q1 2026 Apr 17, 2026
Torren Management, LLC History Reduced 30 1 0.0% 0.01% 434 -163 -84.46% Q1 2026 Apr 30, 2026
Western Wealth Management, LLC History New 33 1 0.0% 438 +33 New Q1 2026 May 19, 2026
Private Wealth Management Group, LLC History Reduced 32 1 0.0% 0.0% 428 -32 -50.0% Q1 2026 Apr 23, 2026
Dogwood Wealth Management LLC History Added to 31 1 0.0% 433 +30 3000.0% Q1 2026 May 12, 2026
Kilter Group LLC History New 25 1 0.0% 440 +25 New Q1 2026 May 14, 2026
NBT BANK N A /NY History New 22 1 0.0% 436 +22 New Q1 2026 Apr 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 20 1 0.0% 435 +20 New Q1 2026 May 08, 2026
Manchester Capital Management LLC History New 20 1 0.0% 437 +20 New Q1 2026 May 11, 2026
Rossby Financial, LCC History New 20 1 0.0% 439 +20 New Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 20 1 0.0% 0.0% 418 -17 -45.95% Q1 2026 Apr 20, 2026
Rialto Wealth Management, LLC History Reduced 19 1 0.0% 0.0% 431 -3 -13.64% Q1 2026 May 14, 2026
Hughes Financial Services, LLC History Reduced 26 1 0.0% 0.0% 430 -2 -7.14% Q1 2026 Apr 29, 2026
Sound Income Strategies, LLC History Added to 32 1 0.0% 0.0% 419 +1 3.23% Q1 2026 Apr 27, 2026
Fortitude Family Office, LLC History Added to 36 1 0.0% 0.0% 424 +1 2.86% Q1 2026 Apr 15, 2026
CENTRAL TRUST Co History No change 25 1 0.0% 0.0% 414 0 0.0% Q1 2026 Apr 17, 2026
SouthState Bank Corp History No change 35 1 0.0% 0.0% 415 0 0.0% Q1 2026 May 05, 2026
Johnson Financial Group, Inc. History No change 26 1 0.0% 0.0% 417 0 0.0% Q1 2026 May 07, 2026
Prestige Wealth Management Group LLC History No change 34 1 0.0% 0.0% 420 0 0.0% Q1 2026 May 13, 2026
Hoese & Co LLP History No change 24 1 0.0% 0.0% 421 0 0.0% Q1 2026 Apr 22, 2026
Blue Trust, Inc. History No change 28 1 0.0% 0.0% 422 0 0.0% Q1 2026 Apr 20, 2026
Bank of New Hampshire History No change 30 1 0.0% 0.0% 423 0 0.0% Q1 2026 Apr 13, 2026
Colonial Trust Co / SC History No change 34 1 0.0% 0.0% 425 0 0.0% Q1 2026 May 12, 2026
Bruce G. Allen Investments, LLC History No change 19 1 0.0% 0.0% 426 0 0.0% Q1 2026 May 08, 2026
Sachetta, LLC History No change 34 1 0.0% 0.0% 427 0 0.0% Q1 2026 May 01, 2026
LRI Investments, LLC History No change 29 1 0.0% 0.0% 429 0 0.0% Q1 2026 Apr 30, 2026
Navigoe, LLC History No change 27 1 0.0% 0.0% 432 0 0.0% Q1 2026 May 01, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.28% -1,287,704 -100.0% Q1 2026 May 14, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.06% -383,655 -100.0% Q1 2026 May 06, 2026
Silver Heights Capital Management Inc History Closed out 0 0 5.28% -210,272 -100.0% Q1 2026 May 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.32% -76,223 -100.0% Q1 2026 May 12, 2026
Magnetar Financial LLC History Closed out 0 0 0.03% -56,150 -100.0% Q1 2026 May 13, 2026
IFG Advisory, LLC History Closed out 0 0 0.15% -53,550 -100.0% Q1 2026 May 12, 2026
Forty-three Eighteen Advisors, LLC History Closed out 0 0 1.57% -31,988 -100.0% Q1 2026 May 06, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.06% -31,468 -100.0% Q1 2026 May 18, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.06% -28,447 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.03% -22,553 -100.0% Q1 2026 Apr 27, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.06% -19,783 -100.0% Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History Closed out 0 0 0.18% -16,328 -100.0% Q1 2026 May 14, 2026
Friedenthal Financial History Closed out 0 0 0.52% -16,045 -100.0% Q1 2026 Apr 20, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -12,800 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -12,493 -100.0% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -11,917 -100.0% Q1 2026 Apr 20, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -11,790 -100.0% Q1 2026 May 15, 2026
Caprock Group, LLC History Closed out 0 0 0.02% -11,623 -100.0% Q1 2026 May 11, 2026
Ilmarinen Mutual Pension Insurance Co History Closed out 0 0 0.01% -11,506 -100.0% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -10,528 -100.0% Q1 2026 May 13, 2026
FIFTH LANE CAPITAL, LP History Closed out 0 0 0.48% -10,000 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -9,100 -100.0% Q1 2026 May 15, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -7,960 -100.0% Q1 2026 Apr 27, 2026
Versor Investments LP History Closed out 0 0 0.08% -7,648 -100.0% Q1 2026 May 12, 2026
Havemeyer Place LP History Closed out 0 0 0.09% -7,428 -100.0% Q1 2026 May 13, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -7,147 -100.0% Q1 2026 May 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History Closed out 0 0 0.0% -6,357 -100.0% Q1 2026 Apr 13, 2026
RBF Capital, LLC History Closed out 0 0 0.02% -6,000 -100.0% Q1 2026 May 18, 2026
Neo Ivy Capital Management History Closed out 0 0 0.05% -4,784 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.15% -4,711 -100.0% Q1 2026 May 11, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.09% -4,667 -100.0% Q1 2026 May 14, 2026
INCEPTIONR LLC History Closed out 0 0 0.08% -4,526 -100.0% Q1 2026 May 14, 2026
PACES FERRY WEALTH ADVISORS, LLC History Closed out 0 0 0.11% -4,303 -100.0% Q1 2026 May 06, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -4,020 -100.0% Q1 2026 May 07, 2026
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -3,871 -100.0% Q1 2026 Apr 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Closed out 0 0 0.0% -3,862 -100.0% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -3,731 -100.0% Q1 2026 May 14, 2026
Laird Norton Wetherby Trust Company, LLC History Closed out 0 0 0.0% -3,602 -100.0% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.05% -3,592 -100.0% Q1 2026 May 12, 2026
&PARTNERS History Closed out 0 0 0.0% -3,535 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.01% -3,492 -100.0% Q1 2026 Apr 23, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -3,466 -100.0% Q1 2026 May 13, 2026
EVOLVE PRIVATE WEALTH, LLC History Closed out 0 0 0.01% -3,462 -100.0% Q1 2026 Apr 16, 2026
Independent Advisor Alliance History Closed out 0 0 0.01% -3,376 -100.0% Q1 2026 May 12, 2026
Massar Capital Management, LP History Closed out 0 0 0.02% -3,215 -100.0% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -3,194 -100.0% Q1 2026 May 08, 2026
HB Wealth Management, LLC History Closed out 0 0 0.0% -3,185 -100.0% Q1 2026 Apr 27, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -2,594 -100.0% Q1 2026 May 07, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.02% -2,200 -100.0% Q1 2026 Apr 30, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -1,854 -100.0% Q1 2026 May 15, 2026
Vestcor Inc History Closed out 0 0 0.0% -1,649 -100.0% Q1 2026 May 12, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.02% -1,200 -100.0% Q1 2026 Apr 15, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -500 -100.0% Q1 2026 May 12, 2026
Quarry LP History Closed out 0 0 0.0% -360 -100.0% Q1 2026 May 15, 2026
Modus Advisors, LLC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -291 -100.0% Q1 2026 Apr 28, 2026
DV Trading LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -198 -100.0% Q1 2026 May 06, 2026
Clearstead Advisors, LLC History Reduced 15 0 0.0% -168 -91.8% Q1 2026 May 06, 2026
Inlight Wealth Management, LLC History Closed out 0 0 0.0% -84 -100.0% Q1 2026 May 04, 2026
Realta Investment Advisors History Closed out 0 0 0.0% -76 -100.0% Q1 2026 Apr 22, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 0.0% -72 -100.0% Q1 2026 Apr 16, 2026
MidFirst Bank History Closed out 0 0 0.0% -45 -100.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Reduced 7 0 0.0% -33 -82.5% Q1 2026 Apr 23, 2026
Eukles Asset Management History Reduced 15 0 0.0% -23 -60.53% Q1 2026 May 05, 2026
Vanguard National Trust Co History New 17 0 +17 New Q1 2026 May 08, 2026
FINANCIAL CONSULATE, INC History Closed out 0 0 -15 -100.0% Q1 2026 Apr 21, 2026
Cassaday & Co Wealth Management LLC History New 14 0 +14 New Q1 2026 May 07, 2026
Ulland Investment Advisors, LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 Apr 27, 2026
Frazier Financial Advisors, LLC History New 12 0 +12 New Q1 2026 May 05, 2026
Dunhill Financial, LLC History Added to 10 0 +9 900.0% Q1 2026 May 06, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History New 9 0 +9 New Q1 2026 May 15, 2026
TFC Financial Management, Inc. History New 9 0 +9 New Q1 2026 Apr 23, 2026
DiNuzzo Private Wealth, Inc. History Reduced 8 0 -4 -33.33% Q1 2026 Apr 08, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -4 -100.0% Q1 2026 May 15, 2026
HFM Investment Advisors, LLC History Reduced 2 0 -2 -50.0% Q1 2026 May 01, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
Bay Harbor Wealth Management, LLC History Added to 8 0 +1 14.29% Q1 2026 Apr 14, 2026
Cornerstone Planning Group LLC History Added to 9 0 +1 12.5% Q1 2026 May 06, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
Accordant Advisory Group Inc History Closed out 0 0 -1 -100.0% Q1 2026 May 11, 2026
Trust Co History No change 9 0 0 0.0% Q1 2026 Apr 13, 2026
Global Wealth Strategies & Associates History No change 1 0 0 0.0% Q1 2026 Apr 03, 2026
Financial Perspectives, Inc History No change 10 0 0 0.0% Q1 2026 May 11, 2026
Godfrey Financial Associates, Inc. History No change 12 0 0 0.0% Q1 2026 May 11, 2026
Cornerstone Financial Management LLC History No change 12 0 0 0.0% Q1 2026 May 08, 2026