POWER INTEGRATIONS INC - POWI

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 8,521,749 436,313 0.01% 0.01% 1 +10,445 0.12% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 7,556,919 268,572 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,975,859 254,763 0.01% 3 +4,975,859 New Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Reduced 3,933,099 201,374 0.15% 0.11% 4 -39,958 -1.01% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 3,356,153 171,835 0.03% 0.02% 5 +932,181 38.46% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 3,077,843 157,585 0.01% 0.0% 6 -323,127 -9.5% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,506,919 128,354 0.0% 7 +2,506,919 New Q1 2026 May 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 2,380,677 121,890 0.4% 8 +2,380,677 New Q1 2026 May 08, 2026
SNYDER CAPITAL MANAGEMENT L P History Added to 2,104,063 107,728 2.09% 1.37% 9 +39,356 1.91% Q1 2026 May 14, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Reduced 1,959,172 100,309 2.05% 1.36% 10 -42,526 -2.12% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,674,825 85,763 0.01% 0.0% 11 +71,142 4.44% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 1,501,960 76,900 0.0% 0.0% 12 +22,405 1.51% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,396,483 71,501 0.01% 0.0% 13 +453,118 48.03% Q1 2026 May 15, 2026
Copeland Capital Management, LLC History Added to 1,321,789 67,675 1.5% 0.93% 14 +147,882 12.6% Q1 2026 May 06, 2026
JPMORGAN CHASE & CO History Reduced 1,293,375 61,926 0.0% 0.0% 15 -366,268 -22.07% Q1 2026 May 13, 2026
Capital International Investors History Reduced 1,112,390 56,954 0.01% 0.01% 16 -151,979 -12.02% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,057,155 54,114 0.01% 0.01% 17 +71,928 7.3% Q1 2026 May 07, 2026
Nuveen, LLC History Added to 1,048,153 53,665 0.01% 0.0% 18 +914,908 686.64% Q1 2026 Apr 30, 2026
Hudson Bay Capital Management LP History New 1,000,000 51,200 0.18% 19 +1,000,000 New Q1 2026 May 13, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 873,035 44,699 0.33% 0.3% 20 -164,482 -15.85% Q1 2026 May 15, 2026
Robeco Schweiz AG History Added to 870,170 44,552 0.94% 0.5% 21 +242,696 38.68% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 841,551 43,087 0.01% 0.0% 22 +16,561 2.01% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 757,993 38,809 0.01% 0.0% 23 +39,588 5.51% Q1 2026 May 15, 2026
Stephens Investment Management Group LLC History Reduced 745,169 38,152 0.52% 0.35% 24 -2,760 -0.37% Q1 2026 Apr 28, 2026
BROWN ADVISORY INC History Reduced 686,834 35,165 0.06% 0.04% 25 -62,293 -8.32% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 638,210 32,676 0.04% 0.02% 26 +40,335 6.75% Q1 2026 May 14, 2026
UBS Group AG History Added to 624,509 31,974 0.0% 0.0% 27 +348,436 126.21% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 601,468 30,795 0.0% 0.0% 28 +6,633 1.12% Q1 2026 May 15, 2026
Boston Trust Walden Corp History Reduced 577,605 29,573 0.24% 0.17% 29 -69,139 -10.69% Q1 2026 Apr 24, 2026
Bank of New York Mellon Corp History Reduced 455,065 23,299 0.0% 0.0% 30 -22,484 -4.71% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 385,209 19,722 0.01% 31 +385,209 New Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Reduced 360,161 18,440 0.02% 0.02% 32 -133,547 -27.05% Q1 2026 May 14, 2026
ASR Vermogensbeheer N.V. History Added to 344,904 17,659 0.21% 0.14% 33 +4,238 1.24% Q1 2026 Apr 30, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 336,068 17,206 0.42% 0.24% 34 -21,526 -6.02% Q1 2026 Apr 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 335,747 17,190 0.0% 0.0% 35 -104,823 -23.79% Q1 2026 May 15, 2026
Tributary Capital Management, LLC History Added to 325,433 16,662 1.62% 1.06% 36 +22,212 7.33% Q1 2026 May 04, 2026
NOMURA HOLDINGS INC History Reduced 325,257 16,653 0.04% 0.03% 37 -328,789 -50.27% Q1 2026 May 15, 2026
Granite Investment Partners, LLC History Reduced 324,926 16,636 1.02% 0.75% 38 -30,105 -8.48% Q1 2026 Apr 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 293,034 15,003 0.0% 0.0% 39 +95,013 47.98% Q1 2026 May 04, 2026
ProShare Advisors LLC History Reduced 284,013 14,541 0.02% 0.02% 40 -49,406 -14.82% Q1 2026 Apr 24, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 282,943 14,486 0.03% 0.01% 41 +131,871 87.29% Q1 2026 May 11, 2026
Invesco Ltd. History Added to 280,686 14,371 0.0% 0.0% 42 +37,833 15.58% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 271,385 13,894 0.01% 0.0% 43 +6,730 2.54% Q1 2026 May 04, 2026
FEDERATED HERMES, INC. History Reduced 262,939 13,462 0.02% 0.02% 44 -41,610 -13.66% Q1 2026 May 11, 2026
Ceredex Value Advisors LLC History Reduced 262,050 13,416 0.42% 0.48% 45 -191,600 -42.24% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 243,564 12,470 0.0% 0.0% 46 +76,692 45.96% Q1 2026 May 06, 2026
LOOMIS SAYLES & CO L P History Reduced 233,564 11,958 0.02% 0.01% 47 -6,019 -2.51% Q1 2026 May 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 227,939 11,670 0.2% 0.13% 48 +7,136 3.23% Q1 2026 May 15, 2026
Foresight Group Ltd Liability Partnership History Reduced 219,475 11,237 1.98% 1.19% 49 -19 -0.01% Q1 2026 May 04, 2026
SEI INVESTMENTS CO History Added to 218,429 11,183 0.01% 0.01% 50 +58,057 36.2% Q1 2026 May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 206,508 10,573 0.08% 0.06% 51 -23,017 -10.03% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 198,572 10,166 0.03% 0.02% 52 +7,072 3.69% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Reduced 193,917 9,928 0.01% 0.01% 53 -33,819 -14.85% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 179,665 9,198 0.0% 0.0% 54 -128,449 -41.69% Q1 2026 May 15, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Added to 175,000 8,960 1.25% 0.7% 55 +25,000 16.67% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Reduced 158,779 8,129 0.01% 0.01% 56 -51,440 -24.47% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Added to 153,041 7,835 0.0% 0.0% 57 +24,035 18.63% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Added to 148,033 7,579 0.03% 0.0% 58 +125,831 566.76% Q1 2026 Apr 28, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 156,928 7,513 0.02% 59 +156,928 New Q1 2026 May 07, 2026
S SQUARED TECHNOLOGY, LLC History Added to 136,900 7,009 2.65% 1.79% 60 +6,900 5.31% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 137,375 6,746 0.0% 0.01% 61 -146,985 -51.69% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 131,658 6,740 0.0% 0.0% 62 +12,437 10.43% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 130,707 6,692 0.0% 0.0% 63 -15,188 -10.41% Q1 2026 May 08, 2026
SORA INVESTORS LLC History Added to 120,000 6,144 0.57% 0.17% 64 +63,674 113.05% Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History New 116,044 5,941 0.19% 65 +116,044 New Q1 2026 May 04, 2026
Russell Investments Group, Ltd. History Added to 114,876 5,881 0.01% 0.0% 66 +34,751 43.37% Q1 2026 May 08, 2026
NICHOLAS COMPANY, INC. History Reduced 110,180 5,641 0.11% 0.07% 67 -475 -0.43% Q1 2026 May 04, 2026
Swiss National Bank History Reduced 109,500 5,606 0.0% 0.0% 68 -1,100 -0.99% Q1 2026 May 07, 2026
BESSEMER GROUP INC History Added to 108,288 5,544 0.01% 0.01% 69 +1,310 1.22% Q1 2026 May 06, 2026
Madison Asset Management, LLC History Reduced 102,882 5,267 0.07% 0.04% 70 -961 -0.93% Q1 2026 May 07, 2026
AMERIPRISE FINANCIAL INC History Reduced 93,632 4,793 0.0% 0.0% 71 -3,449 -3.55% Q1 2026 May 15, 2026
Holocene Advisors, LP History Added to 87,931 4,502 0.01% 0.01% 72 +14,296 19.41% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 82,597 4,228 0.0% 0.0% 73 +7,268 9.65% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 71,100 3,640 0.01% 0.01% 74 +110 0.15% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 65,641 3,360 0.0% 0.0% 75 +13,215 25.21% Q1 2026 May 15, 2026
Cannell & Spears LLC History Added to 63,226 3,237 0.06% 0.02% 76 +31,400 98.66% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 62,921 3,222 0.26% 0.03% 77 +51,724 461.95% Q1 2026 Apr 28, 2026
WELLS FARGO & COMPANY/MN History Reduced 62,397 3,194 0.0% 0.0% 78 -31,117 -33.28% Q1 2026 May 11, 2026
Creative Planning History Added to 62,196 3,184 0.0% 0.0% 79 +34,195 122.12% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 61,827 3,157 0.0% 0.0% 80 -2,896 -4.47% Q1 2026 May 15, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History New 61,294 3,138 0.15% 81 +61,294 New Q1 2026 May 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 61,158 3,131 0.0% 0.0% 82 -1,647 -2.62% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 59,859 3,064 0.0% 0.0% 83 +3,715 6.62% Q1 2026 May 14, 2026
CONNORS INVESTOR SERVICES INC History New 59,040 3,022 0.28% 84 +59,040 New Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 57,308 2,934 0.0% 0.0% 85 +5,255 10.1% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Added to 56,980 2,917 0.0% 0.0% 86 +7,831 15.93% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 50,789 2,600 0.0% 87 +50,789 New Q1 2026 May 08, 2026
CANADA LIFE ASSURANCE Co History Reduced 47,213 2,420 0.0% 0.0% 88 -2,521 -5.07% Q1 2026 May 14, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 46,867 2,399 0.07% 0.05% 89 +820 1.78% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 66,892 2,377 0.0% 0.0% 90 +1,374 2.1% Q1 2026 May 15, 2026
Neo Ivy Capital Management History New 41,137 2,106 0.56% 91 +41,137 New Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 37,048 1,897 0.0% 0.0% 92 -976 -2.57% Q1 2026 May 01, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 37,011 1,895 0.01% 0.0% 93 +23,837 180.94% Q1 2026 May 04, 2026
LPL Financial LLC History Added to 35,636 1,824 0.0% 0.0% 94 +3,454 10.73% Q1 2026 May 06, 2026
SCALAR GAUGE MANAGEMENT, LLC History New 35,000 1,792 1.73% 95 +35,000 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 34,431 1,762 0.0% 0.0% 96 -9,385 -21.42% Q1 2026 May 11, 2026
XTX Topco Ltd History Added to 33,245 1,702 0.03% 0.01% 97 +19,649 144.52% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 31,685 1,622 0.01% 0.0% 98 +5,323 20.19% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Added to 30,946 1,584 0.0% 0.0% 99 +13,427 76.64% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 30,279 1,550 0.01% 0.01% 100 -2,272 -6.98% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 30,210 1,546 0.02% 0.01% 101 -714 -2.31% Q1 2026 Apr 20, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 30,284 1,499 0.0% 0.0% 102 +28,859 2025.19% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History New 28,739 1,471 0.02% 103 +28,739 New Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 26,568 1,360 0.0% 0.0% 104 +19,649 283.99% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 26,123 1,337 0.0% 0.0% 105 +18,263 232.35% Q1 2026 May 01, 2026
JANUS HENDERSON GROUP PLC History No change 26,114 1,337 0.0% 0.0% 106 0 0.0% Q1 2026 May 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 25,888 1,325 0.0% 0.0% 107 -74 -0.29% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Reduced 25,645 1,313 0.0% 0.0% 108 -11,457 -30.88% Q1 2026 May 15, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 25,400 1,300 0.07% 0.06% 109 0 0.0% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 24,643 1,262 0.0% 0.0% 110 -1,439 -5.52% Q1 2026 Apr 30, 2026
Louisiana State Employees Retirement System History Reduced 24,600 1,259 0.02% 0.02% 111 -700 -2.77% Q1 2026 Apr 20, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 23,919 1,225 0.0% 0.0% 112 -1,481 -5.83% Q1 2026 Apr 27, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 23,483 1,202 0.0% 0.0% 113 -22,067 -48.45% Q1 2026 May 15, 2026
Calamos Advisors LLC History New 23,076 1,181 0.0% 114 +23,076 New Q1 2026 May 04, 2026
Vanguard Global Advisers, LLC History New 22,850 1,169 0.0% 115 +22,850 New Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Added to 22,800 1,167 0.0% 0.0% 117 +16,196 245.25% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 22,810 1,167 0.0% 0.0% 116 +1,536 7.22% Q1 2026 May 15, 2026
SIT INVESTMENT ASSOCIATES INC History Added to 22,600 1,157 0.02% 0.01% 118 +6,700 42.14% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 22,292 1,141 0.0% 0.0% 119 +1,804 8.81% Q1 2026 May 14, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 20,787 1,064 0.11% 0.08% 120 -2,005 -8.8% Q1 2026 Apr 30, 2026
Retirement Systems of Alabama History No change 19,700 1,008 0.0% 0.0% 121 0 0.0% Q1 2026 Apr 24, 2026
Pathstone Holdings, LLC History Added to 19,226 984 0.0% 0.0% 122 +6,751 54.12% Q1 2026 May 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 18,287 936 0.0% 0.0% 123 -38,371 -67.72% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 17,831 913 0.0% 0.0% 124 -26,520 -59.8% Q1 2026 Apr 16, 2026
State of Tennessee, Department of Treasury History Added to 17,313 886 0.0% 0.0% 125 +4,913 39.62% Q1 2026 May 15, 2026
WINTON GROUP Ltd History Reduced 16,924 866 0.03% 0.02% 126 -3,342 -16.49% Q1 2026 May 12, 2026
EntryPoint Capital, LLC History New 16,453 842 0.25% 127 +16,453 New Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 16,294 834 0.0% 0.0% 128 -9,710 -37.34% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 16,279 833 0.0% 0.0% 129 0 0.0% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,133 826 0.0% 0.0% 130 -682 -4.06% Q1 2026 May 12, 2026
AMALGAMATED BANK History Reduced 15,995 819 0.01% 0.0% 131 -108 -0.67% Q1 2026 May 08, 2026
Old West Investment Management, LLC History Added to 15,992 818 0.09% 0.06% 132 +7,007 77.99% Q1 2026 May 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 15,962 817 0.01% 0.0% 133 -562 -3.4% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 15,843 811 0.0% 0.0% 134 +2,871 22.13% Q1 2026 May 13, 2026
Walleye Trading LLC History Reduced 15,678 802 0.0% 0.0% 135 -27,931 -64.05% Q1 2026 May 08, 2026
TWO SIGMA ADVISERS, LP History No change 22,500 799 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 15,554 796 0.0% 0.0% 137 -107,946 -87.41% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 15,200 778 0.0% 0.0% 138 -374 -2.4% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,852 760 0.01% 0.0% 139 0 0.0% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,790 757 0.01% 0.01% 140 -216 -1.44% Q1 2026 Apr 24, 2026
QSV Equity Investors LLC History No change 21,300 757 1.12% 1.12% 141 0 0.0% Q4 2025 Feb 12, 2026
Vanguard Investments Australia, Ltd. History New 14,681 751 0.0% 142 +14,681 New Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 13,726 702 0.0% 0.0% 143 +27 0.2% Q1 2026 May 01, 2026
Quantinno Capital Management LP History Added to 13,645 698 0.0% 0.0% 144 +2,401 21.35% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 13,558 694 0.0% 0.0% 145 -132,162 -90.7% Q1 2026 May 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 12,828 656 0.01% 0.01% 146 0 0.0% Q1 2026 May 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 12,700 650 0.01% 0.01% 147 0 0.0% Q1 2026 Apr 29, 2026
Savvy Advisors, Inc. History Reduced 12,626 646 0.02% 0.01% 148 -528 -4.01% Q1 2026 May 11, 2026
Exit Wealth Advisors, LLC. History Added to 12,616 645 0.33% 0.25% 149 +542 4.49% Q1 2026 May 11, 2026
COMERICA BANK History No change 17,713 629 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 29, 2026
ICON ADVISERS INC/CO History No change 12,200 624 0.14% 0.09% 151 0 0.0% Q1 2026 May 13, 2026
Trust Point Inc. History Added to 12,081 618 0.05% 0.03% 152 +709 6.23% Q1 2026 Apr 15, 2026
KLP KAPITALFORVALTNING AS History No change 12,000 614 0.0% 0.0% 153 0 0.0% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,763 602 0.01% 0.01% 154 -8,531 -42.04% Q1 2026 May 08, 2026
Sterling Capital Management LLC History Reduced 11,532 590 0.01% 0.01% 155 -9,317 -44.69% Q1 2026 Apr 22, 2026
Amundi History Added to 11,485 588 0.0% 0.0% 156 +1,050 10.06% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Added to 11,098 568 0.01% 0.01% 157 +176 1.61% Q1 2026 May 15, 2026
FMR LLC History Added to 11,038 565 0.0% 0.0% 158 +3,707 50.57% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 10,984 562 0.0% 0.0% 159 +517 4.94% Q1 2026 Apr 30, 2026
Tidal Investments LLC History Added to 10,676 546 0.0% 0.0% 160 +442 4.32% Q1 2026 May 15, 2026
Inspire Investing, LLC History Reduced 10,117 517 0.04% 0.04% 161 -3,021 -22.99% Q1 2026 Apr 23, 2026
Lepercq De Neuflize Asset Management LLC History New 10,000 512 0.37% 162 +10,000 New Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,694 496 0.01% 0.01% 163 +187 1.97% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 9,569 489 0.0% 0.0% 164 +2,267 31.05% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,522 487 0.0% 0.0% 165 -381 -3.85% Q1 2026 May 12, 2026
Van Diest Capital, LLC History New 9,290 475 0.37% 166 +9,290 New Q1 2026 May 15, 2026
Penbrook Management LLC History No change 9,200 471 0.36% 0.22% 167 0 0.0% Q1 2026 Apr 21, 2026
First National Advisers, LLC History Added to 9,013 461 0.07% 0.04% 168 +66 0.74% Q1 2026 May 08, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 8,988 460 0.0% 0.06% 169 -432,571 -97.96% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Added to 8,706 455 0.01% 0.01% 170 +16 0.18% Q1 2026 Apr 08, 2026
Pictet Asset Management Holding SA History Reduced 8,735 447 0.0% 0.0% 171 -1,238 -12.41% Q1 2026 Apr 22, 2026
Vident Advisory, LLC History Reduced 8,522 436 0.0% 0.0% 172 -3,175 -27.14% Q1 2026 May 14, 2026
PineStone Asset Management Inc. History Reduced 8,500 435 0.0% 0.02% 173 -70,600 -89.25% Q1 2026 May 01, 2026
TRUIST FINANCIAL CORP History Added to 8,486 434 0.0% 0.0% 174 +151 1.81% Q1 2026 Apr 27, 2026
HighTower Advisors, LLC History Added to 8,301 425 0.0% 0.0% 175 +1,892 29.52% Q1 2026 May 05, 2026
Maryland State Retirement & Pension System History No change 8,137 416 0.01% 0.01% 176 0 0.0% Q1 2026 May 04, 2026
Brooklyn Investment Group History Added to 7,834 401 0.01% 0.01% 177 +192 2.51% Q1 2026 Apr 29, 2026
JANE STREET GROUP, LLC History Reduced 7,800 399 0.0% 0.0% 178 -15,600 -66.67% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History New 7,716 395 0.0% 179 +7,716 New Q1 2026 May 13, 2026
Tactive Advisors, LLC History New 7,680 393 0.11% 180 +7,680 New Q1 2026 Apr 16, 2026
Man Group plc History New 7,609 389 0.0% 181 +7,609 New Q1 2026 May 15, 2026
Odyssean, LLC History Added to 7,580 388 0.14% 0.17% 182 +956 14.43% Q1 2026 May 15, 2026
Cerity Partners LLC History New 7,556 386 0.0% 183 +7,556 New Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History Reduced 7,021 359 0.01% 0.01% 184 -208 -2.88% Q1 2026 May 14, 2026
STEPHENS INC /AR/ History Reduced 6,800 348 0.0% 0.0% 185 -360 -5.03% Q1 2026 Apr 28, 2026
BANK OF MONTREAL /CAN/ History Reduced 6,468 331 0.0% 0.0% 186 -496 -7.12% Q1 2026 May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 6,432 329 0.0% 0.0% 188 -64 -0.99% Q1 2026 Apr 23, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 6,444 329 0.01% 0.0% 187 -25 -0.39% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 6,352 325 0.0% 0.0% 189 +27 0.43% Q1 2026 May 07, 2026
Argos Wealth Advisors, LLC History No change 6,253 320 0.09% 0.06% 190 0 0.0% Q1 2026 Apr 27, 2026
Walleye Capital LLC History Reduced 6,200 317 0.0% 0.0% 191 -22,400 -78.32% Q1 2026 May 13, 2026
Empowered Funds, LLC History New 6,180 316 0.0% 192 +6,180 New Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 5,799 296 0.0% 0.0% 193 -693 -10.67% Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History New 5,770 295 0.0% 194 +5,770 New Q1 2026 Apr 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 14,237 289 0.0% 0.0% 195 +7,526 112.14% Q1 2026 Apr 08, 2026
PERSONAL CFO SOLUTIONS, LLC History New 5,527 282 0.04% 196 +5,527 New Q1 2026 Apr 30, 2026
CIBC Asset Management Inc History New 5,312 271 0.0% 197 +5,312 New Q1 2026 May 12, 2026
XPONANCE LLC History New 5,272 269 0.0% 198 +5,272 New Q1 2026 May 13, 2026
MML INVESTORS SERVICES, LLC History New 4,970 254 0.0% 199 +4,970 New Q1 2026 May 04, 2026
Merit Financial Group, LLC History New 4,927 252 0.0% 200 +4,927 New Q1 2026 Apr 15, 2026
HSBC HOLDINGS PLC History Reduced 4,884 250 0.0% 0.0% 201 -1,076 -18.05% Q1 2026 Apr 30, 2026
CIM INVESTMENT MANAGEMENT INC History New 4,811 246 0.07% 202 +4,811 New Q1 2026 May 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 4,721 241 0.0% 203 +4,721 New Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 4,703 240 0.0% 0.0% 204 -441 -8.57% Q1 2026 May 14, 2026
Three Seasons Wealth, LLC History New 4,523 231 0.09% 207 +4,523 New Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,530 231 0.0% 0.0% 205 +1,339 41.96% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History Reduced 4,519 231 0.01% 0.01% 206 -220 -4.64% Q1 2026 May 13, 2026
Premier Fund Managers Ltd History Added to 4,788 229 0.02% 0.01% 208 +575 13.65% Q1 2026 May 14, 2026
Vest Financial, LLC History New 4,248 217 0.0% 209 +4,248 New Q1 2026 Apr 23, 2026
DnB Asset Management AS History New 4,126 211 0.0% 210 +4,126 New Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 4,090 209 0.0% 0.0% 211 -325 -7.36% Q1 2026 May 01, 2026
Tower Research Capital LLC (TRC) History Added to 4,068 208 0.01% 0.0% 212 +3,603 774.84% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History New 4,074 205 0.07% 213 +4,074 New Q1 2026 May 13, 2026
&PARTNERS History New 4,000 204 0.0% 214 +4,000 New Q1 2026 May 15, 2026
Grandeur Peak Global Advisors, LLC History Reduced 3,782 193 0.05% 1.46% 215 -301,747 -98.76% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 3,602 184 0.0% 0.03% 216 -251,919 -98.59% Q1 2026 May 14, 2026
Guinness Atkinson Asset Management Inc History No change 3,228 165 0.08% 0.05% 217 0 0.0% Q1 2026 Apr 21, 2026
Ensign Peak Advisors, Inc History No change 2,702 138 0.0% 0.0% 218 0 0.0% Q1 2026 May 13, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 2,657 136 0.09% 0.06% 219 -35 -1.3% Q1 2026 May 13, 2026
Freestone Grove Partners LP History New 2,342 119 0.0% 220 +2,342 New Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,144 109 0.0% 0.0% 221 -184 -7.9% Q1 2026 May 15, 2026
KBC Group NV History No change 1,971 101 0.0% 0.0% 222 0 0.0% Q1 2026 May 07, 2026
SITTNER & NELSON, LLC History New 1,878 96 0.04% 223 +1,878 New Q1 2026 May 11, 2026
Bollard Group LLC History Reduced 1,709 88 0.0% 0.0% 224 -533 -23.77% Q1 2026 May 14, 2026
CWM, LLC History Added to 1,714 87 0.0% 0.0% 225 +710 70.72% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 1,542 78 0.0% 0.0% 226 +152 10.94% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 1,451 74 0.0% 0.0% 227 +994 217.51% Q1 2026 Apr 06, 2026
Global X Japan Co., Ltd. History Reduced 1,253 64 0.0% 0.01% 228 -745 -37.29% Q1 2026 Apr 13, 2026
Eurizon Capital SGR S.p.A. History No change 1,323 63 0.0% 0.0% 229 0 0.0% Q1 2026 May 08, 2026
Bayforest Capital Ltd History New 960 49 0.05% 230 +960 New Q1 2026 Apr 15, 2026
Covestor Ltd History Reduced 897 46 0.03% 0.04% 231 -1,167 -56.54% Q1 2026 May 05, 2026
EverSource Wealth Advisors, LLC History Added to 814 41 0.0% 0.0% 232 +453 125.48% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 776 37 0.0% 0.0% 233 +32 4.3% Q1 2026 May 15, 2026
UMB Bank, n.a. History Reduced 662 33 0.0% 0.0% 234 -412 -38.36% Q1 2026 May 11, 2026
Parallel Advisors, LLC History Added to 628 32 0.0% 0.0% 235 +8 1.29% Q1 2026 May 07, 2026
Arax Advisory Partners History Added to 612 31 0.0% 0.0% 236 +49 8.7% Q1 2026 May 13, 2026
Salomon & Ludwin, LLC History Added to 555 29 0.0% 0.0% 237 +287 107.09% Q1 2026 May 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 558 28 0.0% 0.0% 239 +280 100.72% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 557 28 0.0% 0.0% 238 +36 6.91% Q1 2026 May 07, 2026
Allworth Financial LP History Added to 536 27 0.0% 0.0% 240 +88 19.64% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 763 27 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History New 501 25 0.0% 242 +501 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 478 24 0.0% 0.0% 243 -49 -9.3% Q1 2026 May 14, 2026
Cornerstone Planning Group LLC History Reduced 317 24 0.0% 0.0% 244 -8 -2.46% Q1 2026 May 06, 2026
MATHER GROUP, LLC. History New 466 23 0.0% 245 +466 New Q1 2026 Apr 13, 2026
Kemnay Advisory Services Inc. History New 449 22 0.0% 246 +449 New Q1 2026 May 15, 2026
SUMMIT SECURITIES GROUP LLC History Added to 418 21 0.0% 0.0% 247 +383 1094.29% Q1 2026 Apr 30, 2026
Centerpoint Advisors, LLC History No change 412 21 0.01% 0.0% 248 0 0.0% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History Added to 370 18 0.0% 0.0% 249 +63 20.52% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Reduced 328 16 0.0% 0.0% 251 -6,484 -95.18% Q1 2026 May 14, 2026
CIBC Private Wealth Group LLC History No change 453 16 0.0% 0.0% 250 0 0.0% Q4 2025 Feb 12, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 295 15 0.0% 0.0% 252 +14 4.98% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 280 14 0.0% 0.0% 253 0 0.0% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Added to 270 13 0.0% 0.0% 254 +186 221.43% Q1 2026 Apr 07, 2026
Larson Financial Group LLC History Reduced 245 12 0.0% 0.0% 255 -137 -35.86% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 320 11 0.0% 0.0% 256 0 0.0% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 206 10 0.0% 0.0% 257 +32 18.39% Q1 2026 Apr 07, 2026
Optiver Holding B.V. History New 194 9 0.0% 262 +194 New Q1 2026 May 15, 2026
Blue Trust, Inc. History New 185 9 0.0% 261 +185 New Q1 2026 Apr 20, 2026
Signature Equity Partners, LLC History Added to 187 9 0.0% 0.0% 260 +54 40.6% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Added to 177 9 0.0% 0.0% 258 +6 3.51% Q1 2026 May 15, 2026
Park Place Capital Corp History No change 192 9 0.0% 0.0% 259 0 0.0% Q1 2026 Apr 09, 2026
Steigerwald, Gordon & Koch Inc. History No change 160 8 0.0% 0.0% 263 0 0.0% Q1 2026 Apr 28, 2026
Versant Capital Management, Inc History Added to 144 7 0.0% 0.0% 265 +100 227.27% Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 144 7 0.0% 0.0% 264 +45 45.45% Q1 2026 May 07, 2026
MAI Capital Management History Added to 125 6 0.0% 0.0% 266 +45 56.25% Q1 2026 May 15, 2026
Asset Planning,Inc History No change 126 6 0.0% 0.0% 267 0 0.0% Q1 2026 Apr 23, 2026
Arlington Trust Co LLC History New 107 5 0.0% 273 +107 New Q1 2026 Apr 08, 2026
Parkside Financial Bank & Trust History Reduced 99 5 0.0% 0.0% 270 -24 -19.51% Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 116 5 0.0% 0.0% 268 +18 18.37% Q1 2026 Apr 13, 2026
AdvisorNet Financial, Inc History No change 116 5 0.0% 0.0% 269 0 0.0% Q1 2026 Apr 17, 2026
Crewe Advisors LLC History No change 112 5 0.0% 0.0% 271 0 0.0% Q1 2026 May 07, 2026
True Wealth Design, LLC History No change 111 5 0.0% 0.0% 272 0 0.0% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History New 92 4 0.0% 277 +92 New Q1 2026 Apr 17, 2026
Root Financial Partners, LLC History Added to 91 4 0.0% 0.0% 275 +56 160.0% Q1 2026 Apr 24, 2026
Smithfield Trust Co History No change 70 4 0.0% 0.0% 274 0 0.0% Q1 2026 May 08, 2026
Boreal Capital Management LLC History No change 80 4 0.0% 0.0% 276 0 0.0% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Reduced 69 3 0.0% 0.0% 279 -4,795 -98.58% Q1 2026 May 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 75 3 0.0% 0.0% 278 +42 127.27% Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History Added to 59 3 0.0% 282 +37 168.18% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 66 3 0.0% 0.0% 280 0 0.0% Q1 2026 Apr 27, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 65 3 0.0% 0.0% 281 0 0.0% Q1 2026 Apr 02, 2026
Leonteq Securities AG History Reduced 45 2 0.0% 0.0% 284 -3,300 -98.65% Q1 2026 Apr 27, 2026
CBIZ Investment Advisory Services, LLC History Reduced 53 2 0.0% 0.0% 286 -492 -90.28% Q1 2026 May 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 55 2 0.0% 0.0% 287 -101 -64.74% Q1 2026 May 01, 2026
Horizon Investments, LLC History New 54 2 0.0% 292 +54 New Q1 2026 May 14, 2026
Whipplewood Advisors, LLC History New 43 2 0.0% 293 +43 New Q1 2026 Apr 30, 2026
Bare Financial Services, Inc History Added to 45 2 0.0% 290 +32 246.15% Q1 2026 May 14, 2026
WPG Advisers, LLC History Added to 41 2 0.0% 0.0% 291 +10 32.26% Q1 2026 Apr 29, 2026
Quent Capital, LLC History Added to 48 2 0.0% 0.0% 289 +3 6.67% Q1 2026 Apr 28, 2026
SBI Securities Co., Ltd. History Reduced 53 2 0.0% 0.0% 288 -1 -1.85% Q1 2026 Apr 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 44 2 0.0% 0.0% 283 0 0.0% Q1 2026 May 12, 2026
GPS Wealth Strategies Group, LLC History No change 60 2 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Reduced 32 1 0.0% 0.0% 297 -1,790 -98.24% Q1 2026 Apr 13, 2026
Richardson Capital Management LLC History New 36 1 0.0% 300 +36 New Q1 2026 May 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 36 1 0.0% 294 +33 1100.0% Q1 2026 May 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 24 1 0.0% 0.0% 295 -24 -50.0% Q1 2026 Apr 23, 2026
Ancora Advisors LLC History No change 25 1 0.0% 296 0 0.0% Q1 2026 May 15, 2026
Avion Wealth History No change 27 1 0.0% 298 0 0.0% Q1 2026 May 01, 2026
MidFirst Bank History No change 21 1 0.0% 299 0 0.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -206,100 -100.0% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -106,559 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -87,212 -100.0% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -85,500 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.03% -82,782 -100.0% Q1 2026 May 15, 2026
Numerai GP LLC History Closed out 0 0 0.32% -75,079 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.03% -67,800 -100.0% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.01% -59,753 -100.0% Q1 2026 May 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -50,599 -100.0% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.08% -48,715 -100.0% Q1 2026 May 15, 2026
Arosa Capital Management LP History Closed out 0 0 0.18% -40,000 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.09% -30,174 -100.0% Q1 2026 May 08, 2026
Quantbot Technologies LP History Closed out 0 0 0.03% -24,215 -100.0% Q1 2026 May 13, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -23,140 -100.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.02% -20,257 -100.0% Q1 2026 May 15, 2026
Legato Capital Management LLC History Closed out 0 0 0.06% -20,019 -100.0% Q1 2026 May 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.06% -18,156 -100.0% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -11,948 -100.0% Q1 2026 May 15, 2026
State of Wyoming History Closed out 0 0 0.04% -11,217 -100.0% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -10,616 -100.0% Q1 2026 Apr 30, 2026
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 0.01% -9,414 -100.0% Q1 2026 May 18, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -8,622 -100.0% Q1 2026 May 07, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -7,127 -100.0% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.01% -6,776 -100.0% Q1 2026 Apr 24, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,709 -100.0% Q1 2026 May 13, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -1,970 -100.0% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,009 -100.0% Q1 2026 Apr 30, 2026
GW&K Investment Management, LLC History Closed out 0 0 0.0% -301 -100.0% Q1 2026 May 13, 2026
TrinityBridge Ltd History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 12, 2026
Luminist Capital LLC History Closed out 0 0 0.0% -111 -100.0% Q1 2026 Apr 24, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 19 0 0.0% -109 -85.16% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -96 -100.0% Q1 2026 May 15, 2026
ASSETMARK, INC History Closed out 0 0 0.0% -62 -100.0% Q1 2026 May 06, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -26 -100.0% Q1 2026 May 15, 2026
Manchester Capital Management LLC History Closed out 0 0 -17 -100.0% Q1 2026 May 11, 2026
CX Institutional History Closed out 0 0 0.0% -17 -100.0% Q1 2026 Apr 06, 2026
Quarry LP History Closed out 0 0 -16 -100.0% Q1 2026 May 15, 2026
North Star Investment Management Corp. History New 14 0 +14 New Q1 2026 Apr 23, 2026
Clearstead Advisors, LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 2 0 -8 -80.0% Q1 2026 May 11, 2026
Essential Partners LLC History New 8 0 +8 New Q1 2026 May 21, 2026
Dunhill Financial, LLC History Added to 6 0 +5 500.0% Q1 2026 May 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 8 0 +4 100.0% Q1 2026 Apr 21, 2026
Abound Wealth Management History New 4 0 +4 New Q1 2026 Apr 10, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 2 0 +1 100.0% Q1 2026 Apr 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 4 0 0 0.0% Q1 2026 Apr 13, 2026
Physician Wealth Advisors, Inc. History No change 19 0 0 0.0% Q1 2026 Apr 24, 2026
Cedar Mountain Advisors, LLC History No change 10 0 0 0.0% Q1 2026 Apr 30, 2026
Coston, McIsaac & Partners History No change 7 0 0 0.0% Q1 2026 Apr 22, 2026
Fortitude Family Office, LLC History No change 14 0 0 0.0% Q1 2026 Apr 15, 2026
Private Wealth Management Group, LLC History No change 18 0 0 0.0% Q1 2026 Apr 23, 2026
Ankerstar Wealth, LLC History No change 7 0 0 0.0% Q1 2026 May 13, 2026