POWELL INDUSTRIES INC - POWL

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 1,406,073 760,797 0.01% 0.01% 1 +1,868 0.13% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Reduced 516,551 279,495 0.2% 0.12% 2 -9,501 -1.81% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 424,609 229,747 0.01% 3 +424,609 New Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 706,642 225,263 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 383,599 207,557 0.01% 5 +383,599 New Q1 2026 May 08, 2026
STATE STREET CORP History Added to 362,437 196,107 0.01% 0.0% 6 +9,952 2.82% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 344,931 186,635 0.02% 0.01% 7 +70,916 25.88% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 323,595 175,059 0.04% 0.02% 8 -39,157 -10.79% Q1 2026 May 07, 2026
MORGAN STANLEY History Added to 271,996 147,172 0.01% 0.0% 9 +79,277 41.14% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Reduced 256,915 139,012 0.05% 0.03% 10 -60,358 -19.02% Q1 2026 May 05, 2026
JANE STREET GROUP, LLC History Added to 250,101 135,324 0.02% 0.0% 11 +151,047 152.49% Q1 2026 May 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 242,857 131,428 0.01% 0.0% 12 +3,763 1.57% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 241,808 130,837 0.02% 0.01% 13 +26,827 12.48% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History Added to 224,966 121,643 0.06% 0.02% 14 +79,932 55.11% Q1 2026 May 18, 2026
GW&K Investment Management, LLC History Reduced 200,535 108,508 0.96% 0.7% 15 -53,985 -21.21% Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Reduced 156,752 84,815 0.14% 0.1% 16 -28,361 -15.32% Q1 2026 May 11, 2026
UBS Group AG History Added to 146,142 79,074 0.01% 0.01% 17 +47,586 48.28% Q1 2026 May 05, 2026
Voss Capital, LP History Reduced 136,000 73,586 3.9% 5.35% 18 -214,000 -61.14% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 126,455 68,422 0.01% 0.0% 19 +10,759 9.3% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 125,962 68,155 0.01% 0.01% 20 +17,647 16.29% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 123,940 67,061 0.28% 0.16% 21 -7,552 -5.74% Q1 2026 May 15, 2026
PEAK6 LLC History Added to 122,503 66,283 0.16% 0.02% 22 +94,601 339.05% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 112,416 60,826 0.01% 0.0% 23 -3,118 -2.7% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 99,917 54,063 0.1% 0.07% 24 -14,022 -12.31% Q1 2026 May 14, 2026
Capital World Investors History Added to 95,847 51,860 0.01% 0.0% 25 +30,900 47.58% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 93,752 50,727 0.01% 0.0% 26 -2,710 -2.81% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 93,640 50,661 0.07% 0.05% 27 -10,948 -10.47% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 90,797 49,128 0.0% 0.0% 28 +69,407 324.48% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 89,747 48,560 0.03% 0.01% 29 +9,360 11.64% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 88,227 47,737 0.01% 0.01% 30 -8,471 -8.76% Q1 2026 May 04, 2026
Jain Global LLC History New 87,800 47,506 0.2% 31 +87,800 New Q1 2026 May 15, 2026
Walleye Trading LLC History Added to 87,780 47,496 0.08% 0.01% 32 +65,680 297.19% Q1 2026 May 08, 2026
Tidal Investments LLC History Added to 87,643 47,421 0.1% 0.0% 33 +86,881 11401.71% Q1 2026 May 15, 2026
TEMA ETFS LLC History Added to 84,682 45,819 3.08% 1.89% 34 +8,344 10.93% Q1 2026 Apr 15, 2026
Portolan Capital Management, LLC History Reduced 75,830 41,030 2.18% 1.35% 35 -3,286 -4.15% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 75,331 40,761 0.0% 0.0% 36 +40,830 118.34% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 75,830 39,884 0.01% 0.01% 37 -36,164 -32.29% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 73,259 39,639 0.01% 0.0% 38 -2,130 -2.83% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 66,206 35,822 0.01% 39 +66,206 New Q1 2026 May 08, 2026
TCW GROUP INC History Added to 65,364 35,367 0.27% 0.08% 40 +32,386 98.2% Q1 2026 May 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 65,051 35,197 0.02% 0.01% 41 +20,025 44.47% Q1 2026 May 04, 2026
Vision One Management Partners, LP History Added to 64,983 35,161 15.15% 10.99% 42 +3,535 5.75% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 64,250 34,764 0.05% 0.03% 43 +2,873 4.68% Q1 2026 May 14, 2026
Stephens Investment Management Group LLC History Reduced 59,777 32,344 0.44% 0.32% 44 -17,042 -22.18% Q1 2026 Apr 28, 2026
IMC-Chicago, LLC History Added to 53,700 29,055 0.01% 0.01% 45 +8,000 17.51% Q1 2026 May 05, 2026
Allspring Global Investments Holdings, LLC History Reduced 52,294 28,973 0.05% 0.03% 46 -2,908 -5.27% Q1 2026 May 05, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 50,358 27,247 0.2% 0.06% 47 +23,446 87.12% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 42,190 22,828 0.01% 0.0% 48 +40,002 1828.24% Q1 2026 May 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 41,257 22,323 0.07% 0.04% 49 +2,108 5.38% Q1 2026 May 13, 2026
ROYCE & ASSOCIATES LP History Reduced 41,220 22,303 0.22% 0.2% 50 -20,606 -33.33% Q1 2026 May 12, 2026
Hodges Capital Management Inc. History Reduced 40,793 22,072 1.83% 1.42% 51 -10,990 -21.22% Q1 2026 Apr 28, 2026
Encompass Capital Advisors LLC History New 40,000 21,643 0.65% 52 +40,000 New Q1 2026 May 15, 2026
Aperture Investors, LLC History Reduced 39,466 21,354 2.7% 2.79% 53 -37,227 -48.54% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Reduced 36,376 19,682 0.38% 0.24% 54 -4,506 -11.02% Q1 2026 May 01, 2026
LOOMIS SAYLES & CO L P History Reduced 35,851 19,398 0.03% 0.02% 55 -14,560 -28.88% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 34,694 18,772 0.03% 0.01% 56 +24,160 229.35% Q1 2026 May 14, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Reduced 34,157 18,481 0.55% 0.57% 57 -14,543 -29.86% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 33,577 16,874 0.0% 0.0% 58 +3,527 11.74% Q1 2026 May 13, 2026
WINTON GROUP Ltd History Added to 30,355 16,424 0.58% 0.04% 59 +26,601 708.6% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 29,650 16,043 0.01% 0.01% 60 -2,871 -8.83% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 29,551 15,989 0.01% 0.0% 61 +974 3.41% Q1 2026 May 06, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 29,544 15,985 0.01% 0.01% 62 -24,461 -45.29% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 29,232 15,816 0.18% 0.11% 63 -487 -1.64% Q1 2026 Apr 28, 2026
LPL Financial LLC History Reduced 29,081 15,735 0.0% 0.0% 64 -901 -3.01% Q1 2026 May 06, 2026
DANSKE BANK A/S History Reduced 27,947 15,121 0.04% 0.03% 65 -7,644 -21.48% Q1 2026 May 12, 2026
Venture Visionary Partners LLC History Reduced 27,904 15,098 0.5% 0.45% 66 -15,695 -36.0% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 25,718 13,916 0.0% 0.0% 67 -7,537 -22.66% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History New 25,594 13,848 0.01% 68 +25,594 New Q1 2026 May 06, 2026
RHUMBLINE ADVISERS History Added to 25,158 13,612 0.01% 0.01% 69 +189 0.76% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 24,822 13,430 0.0% 0.0% 70 +1,344 5.72% Q1 2026 May 13, 2026
Cerity Partners LLC History Reduced 24,337 13,167 0.02% 0.02% 71 -12,957 -34.74% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 23,078 12,487 0.0% 0.0% 72 -2,476 -9.69% Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Reduced 22,824 12,349 0.0% 0.0% 73 -10,241 -30.97% Q1 2026 May 11, 2026
Nuveen, LLC History Added to 22,263 12,046 0.0% 0.0% 74 +2,924 15.12% Q1 2026 Apr 30, 2026
Granite Investment Partners, LLC History Reduced 21,909 11,854 0.73% 0.65% 75 -12,620 -36.55% Q1 2026 Apr 30, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 21,827 11,810 0.01% 0.01% 76 -1,583 -6.76% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 20,706 11,203 0.02% 0.01% 77 +1,079 5.5% Q1 2026 Apr 27, 2026
RPG Investment Advisory, LLC History Reduced 57,989 10,458 1.26% 2.46% 78 -9,984 -14.69% Q1 2026 May 14, 2026
Swiss National Bank History Added to 19,220 10,399 0.01% 0.0% 79 +160 0.84% Q1 2026 May 07, 2026
Point72 Asset Management, L.P. History Reduced 19,100 10,334 0.01% 0.01% 80 -7,000 -26.82% Q1 2026 May 15, 2026
Nicholas Investment Partners, LP History Added to 18,520 10,020 0.72% 0.43% 81 +14 0.08% Q1 2026 May 15, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 18,381 9,945 1.81% 1.52% 82 -7,750 -29.66% Q1 2026 May 01, 2026
Russell Investments Group, Ltd. History Added to 17,836 9,651 0.01% 0.01% 83 +1,238 7.46% Q1 2026 May 08, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 17,485 9,460 0.07% 0.03% 84 -2,856 -14.04% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 17,455 9,444 0.0% 0.0% 85 -517 -2.88% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 16,524 8,940 0.02% 0.01% 86 +1,666 11.21% Q1 2026 May 06, 2026
Private Advisory Group LLC History Reduced 16,477 8,915 0.58% 0.88% 87 -18,618 -53.05% Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 16,199 8,764 0.01% 0.0% 88 +8,522 111.01% Q1 2026 May 13, 2026
Vest Financial, LLC History Added to 15,812 8,555 0.1% 0.06% 89 +1,410 9.79% Q1 2026 Apr 23, 2026
BARCLAYS PLC History Reduced 15,505 8,389 0.0% 0.0% 90 -1,389 -8.22% Q1 2026 May 14, 2026
Man Group plc History Reduced 15,420 8,343 0.02% 0.01% 91 -4,549 -22.78% Q1 2026 May 15, 2026
Munro Partners History New 14,680 7,943 0.27% 92 +14,680 New Q1 2026 May 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 14,235 7,702 0.02% 0.01% 93 -4,438 -23.77% Q1 2026 May 15, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 14,009 7,580 0.05% 0.03% 94 +1,903 15.72% Q1 2026 Apr 14, 2026
SIMPLEX TRADING, LLC History Reduced 13,700 7,412 0.0% 0.0% 95 -1,100 -7.43% Q1 2026 May 14, 2026
Quantum Private Wealth, LLC History Reduced 13,414 7,258 2.24% 1.25% 96 -10 -0.07% Q1 2026 Apr 27, 2026
Pier Capital, LLC History Reduced 13,358 7,227 1.19% 0.73% 97 -1,077 -7.46% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 13,152 7,116 0.08% 0.04% 98 +1,413 12.04% Q1 2026 May 07, 2026
GKV Capital Management Co., Inc. History Reduced 12,911 6,985 2.62% 1.66% 99 -969 -6.98% Q1 2026 May 21, 2026
Squarepoint Ops LLC History Reduced 12,879 6,968 0.01% 0.02% 100 -54,461 -80.87% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 12,800 6,925 0.01% 0.0% 101 +6,700 109.84% Q1 2026 May 13, 2026
Advisory Services Network, LLC History Reduced 12,482 6,753 0.09% 0.06% 102 -103 -0.82% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 11,914 6,446 0.06% 0.02% 103 +5,242 78.57% Q1 2026 May 08, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 11,809 6,389 0.93% 0.66% 104 -2,735 -18.81% Q1 2026 Apr 20, 2026
BESSEMER GROUP INC History Added to 11,283 6,105 0.01% 0.0% 105 +11,211 15570.83% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 11,271 6,098 0.01% 0.0% 106 +2,120 23.17% Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 11,014 5,959 0.11% 0.07% 107 -79 -0.71% Q1 2026 May 11, 2026
ALGERT GLOBAL LLC History Added to 10,659 5,767 0.09% 0.04% 108 +2,275 27.14% Q1 2026 May 14, 2026
1060 Capital, LLC History New 10,000 5,410 6.58% 109 +10,000 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 9,890 5,351 0.01% 0.0% 110 +8,090 449.44% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 9,753 5,277 0.01% 0.0% 111 +933 10.58% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 9,699 5,247 0.01% 0.0% 112 -2,001 -17.1% Q1 2026 May 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 9,599 5,193 0.01% 0.01% 113 -1,129 -10.52% Q1 2026 May 11, 2026
Intrinsic Edge Capital Management LLC History New 9,556 5,170 0.86% 114 +9,556 New Q1 2026 May 18, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 16,118 5,138 0.0% 0.0% 115 -1,088 -6.32% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 9,449 5,112 0.0% 0.0% 116 +6,221 192.72% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 9,211 4,983 0.11% 0.07% 117 -1,496 -13.97% Q1 2026 May 13, 2026
Rockline Wealth Management, LLC History New 9,199 4,977 1.08% 118 +9,199 New Q1 2026 Apr 30, 2026
Merit Financial Group, LLC History Added to 8,879 4,804 0.04% 0.02% 119 +986 12.49% Q1 2026 Apr 15, 2026
Abacus FCF Advisors LLC History New 8,543 4,622 1.04% 120 +8,543 New Q1 2026 Apr 08, 2026
Mariner, LLC History Reduced 8,530 4,615 0.01% 0.0% 121 -2,992 -25.97% Q1 2026 May 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 8,234 4,225 0.0% 0.0% 122 -215 -2.54% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 7,776 4,202 0.01% 0.0% 123 -191 -2.4% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 7,711 4,172 0.0% 0.0% 124 +2,284 42.09% Q1 2026 May 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 7,294 3,947 0.01% 0.0% 125 +463 6.78% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Added to 7,286 3,942 0.01% 0.0% 126 +7,217 10459.42% Q1 2026 May 01, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,127 3,834 0.0% 0.0% 127 +5,942 501.43% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 7,069 3,811 0.01% 0.0% 128 -505 -6.67% Q1 2026 May 01, 2026
Rodgers Brothers Inc. History Reduced 7,040 3,809 0.44% 0.3% 129 -735 -9.45% Q1 2026 May 14, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 7,036 3,807 0.03% 0.02% 130 +904 14.74% Q1 2026 May 14, 2026
Eaton Financial Holdings Company, LLC History Reduced 6,998 3,786 1.24% 0.62% 131 -272 -3.74% Q1 2026 Apr 15, 2026
Vident Advisory, LLC History Added to 6,934 3,751 0.03% 0.01% 132 +4,595 196.45% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 6,635 3,590 0.0% 0.0% 133 -671 -9.18% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 6,631 3,587 0.0% 134 +6,631 New Q1 2026 May 08, 2026
WESBANCO BANK INC History No change 6,600 3,571 0.1% 0.06% 135 0 0.0% Q1 2026 Apr 21, 2026
HRT FINANCIAL LP History Added to 6,570 3,554 0.01% 0.0% 136 +5,886 860.53% Q1 2026 May 14, 2026
4D Advisors, LLC History New 6,500 3,517 2.23% 137 +6,500 New Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Reduced 6,483 3,507 0.04% 0.03% 138 -999 -13.35% Q1 2026 Apr 23, 2026
CIBC WORLD MARKET INC. History Reduced 18,172 3,277 0.01% 0.01% 139 -4,757 -20.75% Q1 2026 May 14, 2026
Cetera Investment Advisers History Reduced 5,976 3,233 0.0% 0.0% 140 -389 -6.11% Q1 2026 May 13, 2026
OMERS ADMINISTRATION Corp History Added to 5,835 3,157 0.02% 0.01% 141 +240 4.29% Q1 2026 May 15, 2026
Jump Financial, LLC History New 5,779 3,126 0.04% 142 +5,779 New Q1 2026 May 14, 2026
FORA Capital, LLC History Added to 5,649 3,061 0.22% 0.04% 143 +4,689 488.44% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 5,590 3,025 0.0% 0.0% 144 +1,291 30.03% Q1 2026 Apr 16, 2026
Trexquant Investment LP History Reduced 5,534 2,994 0.02% 0.04% 145 -6,992 -55.82% Q1 2026 May 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 5,446 2,946 0.02% 0.01% 146 +1,048 23.83% Q1 2026 May 15, 2026
Lisanti Capital Growth, LLC History New 5,400 2,921 0.74% 147 +5,400 New Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History Reduced 5,329 2,883 0.26% 0.19% 148 -1,381 -20.58% Q1 2026 Apr 30, 2026
MetLife Investment Management, LLC History Reduced 5,219 2,823 0.01% 0.01% 149 -144 -2.69% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 5,197 2,812 0.01% 0.01% 150 +92 1.8% Q1 2026 May 15, 2026
Strong Tower Advisory Services History Reduced 5,158 2,790 0.53% 0.34% 151 -778 -13.11% Q1 2026 Apr 16, 2026
Legato Capital Management LLC History Added to 5,126 2,773 0.25% 0.09% 152 +1,926 60.19% Q1 2026 May 14, 2026
Truvestments Capital LLC History Reduced 5,035 2,724 0.49% 0.3% 153 -83 -1.62% Q1 2026 May 13, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Reduced 5,000 2,700 0.38% 0.42% 154 -5,000 -50.0% Q1 2026 May 13, 2026
Illinois Municipal Retirement Fund History Added to 4,875 2,637 0.03% 0.02% 155 +291 6.35% Q1 2026 May 05, 2026
Liberty Capital Management, Inc. History No change 8,094 2,580 0.48% 0.48% 156 0 0.0% Q4 2025 Jan 26, 2026
FMR LLC History Reduced 4,767 2,579 0.0% 0.0% 157 -61 -1.26% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Reduced 4,676 2,530 0.03% 0.02% 158 -117 -2.44% Q1 2026 Apr 20, 2026
Vanguard Global Advisers, LLC History New 4,659 2,520 0.0% 159 +4,659 New Q1 2026 May 08, 2026
Blackhawk Capital Partners, LLC History Added to 4,655 2,518 0.92% 0.52% 160 +314 7.23% Q1 2026 May 05, 2026
Creative Planning History Added to 4,559 2,466 0.0% 0.0% 161 +1,689 58.85% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Reduced 4,501 2,435 0.02% 0.01% 162 -1,699 -27.4% Q1 2026 May 13, 2026
COMERICA BANK History No change 7,560 2,409 0.01% 0.01% 163 0 0.0% Q4 2025 Jan 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 4,412 2,387 0.0% 0.0% 164 +232 5.55% Q1 2026 May 15, 2026
Convergence Investment Partners, LLC History Reduced 4,366 2,362 0.39% 0.28% 165 -53 -1.2% Q1 2026 May 07, 2026
TRUIST FINANCIAL CORP History Reduced 4,276 2,313 0.0% 0.0% 166 -1,235 -22.41% Q1 2026 Apr 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,251 2,300 0.01% 0.0% 167 +1 0.02% Q1 2026 Apr 30, 2026
Louisiana State Employees Retirement System History Reduced 4,200 2,272 0.04% 0.02% 168 -100 -2.33% Q1 2026 Apr 20, 2026
State of New Jersey Common Pension Fund D History Reduced 4,193 2,268 0.01% 0.01% 169 -2,512 -37.46% Q1 2026 May 05, 2026
Dana Investment Advisors, Inc. History Reduced 4,251 2,263 0.07% 0.06% 170 -2,148 -33.57% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 4,089 2,212 0.03% 0.02% 171 -1,749 -29.96% Q1 2026 Apr 23, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,965 2,145 0.01% 0.0% 172 -1,500 -27.45% Q1 2026 May 04, 2026
Ausbil Investment Management Ltd History Reduced 3,856 2,136 1.06% 0.82% 173 -649 -14.41% Q1 2026 Apr 07, 2026
Cadent Capital Advisors, LLC History New 3,896 2,107 0.55% 174 +3,896 New Q1 2026 Apr 08, 2026
ROMAN BUTLER FULLERTON & CO History Added to 9,641 2,102 0.58% 0.36% 175 +6,448 201.94% Q1 2026 Apr 30, 2026
State of Tennessee, Department of Treasury History Added to 3,835 2,075 0.01% 0.0% 176 +917 31.43% Q1 2026 May 15, 2026
PFG Advisors History Added to 3,795 2,053 0.1% 0.06% 177 +38 1.01% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Added to 3,783 2,047 0.01% 0.01% 178 +152 4.19% Q1 2026 Apr 24, 2026
Gotham Asset Management, LLC History Reduced 3,724 2,014 0.01% 0.01% 179 -674 -15.33% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,715 2,010 0.0% 0.0% 180 -77 -2.03% Q1 2026 May 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 3,619 1,954 0.0% 0.0% 181 +704 24.15% Q1 2026 May 13, 2026
Hudson Bay Capital Management LP History Reduced 3,611 1,953 0.01% 0.01% 182 -2,470 -40.62% Q1 2026 May 13, 2026
ALPS ADVISORS INC History Added to 3,605 1,950 0.01% 0.0% 183 +2,006 125.45% Q1 2026 May 08, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 3,596 1,945 1.46% 0.95% 184 -466 -11.47% Q1 2026 Apr 23, 2026
Peterson Wealth Services History Reduced 3,519 1,904 0.47% 0.29% 185 -16 -0.45% Q1 2026 Apr 30, 2026
Sidoxia Capital Management, LLC History New 3,498 1,892 1.63% 186 +3,498 New Q1 2026 May 11, 2026
Invst, LLC History Reduced 3,415 1,847 0.21% 0.19% 187 -1,991 -36.83% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Added to 3,349 1,812 0.01% 0.0% 188 +480 16.73% Q1 2026 May 11, 2026
OSAIC HOLDINGS, INC. History Reduced 3,337 1,807 0.0% 0.0% 189 -237 -6.63% Q1 2026 May 15, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 3,323 1,798 0.2% 0.12% 190 +3 0.09% Q1 2026 Apr 24, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 3,303 1,787 0.22% 0.13% 191 +7 0.21% Q1 2026 Apr 27, 2026
Richard Bernstein Advisors LLC History New 3,205 1,734 0.05% 192 +3,205 New Q1 2026 Apr 22, 2026
OAK RIDGE INVESTMENTS LLC History New 9,513 1,715 0.11% 193 +9,513 New Q1 2026 Apr 30, 2026
First Dallas Securities Inc. History Reduced 3,151 1,704 0.63% 0.4% 194 -250 -7.35% Q1 2026 Apr 27, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 3,139 1,698 0.03% 0.08% 195 -7,920 -71.62% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 3,134 1,695 0.0% 196 +3,134 New Q1 2026 May 15, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History New 3,085 1,669 1.77% 197 +3,085 New Q1 2026 May 21, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 3,077 1,664 0.19% 0.17% 199 -1,810 -37.04% Q1 2026 May 15, 2026
CYPRESS ASSET MANAGEMENT INC/TX History No change 5,220 1,664 0.37% 0.37% 198 0 0.0% Q4 2025 Jan 29, 2026
Horizon Investment Services, LLC History Reduced 3,000 1,623 0.56% 0.38% 200 -305 -9.23% Q1 2026 May 15, 2026
VIRTUS ADVISERS, LLC History Added to 2,917 1,578 0.73% 0.31% 201 +850 41.12% Q1 2026 May 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 5,684 1,576 0.09% 202 +5,684 New Q1 2026 May 15, 2026
NAVELLIER & ASSOCIATES INC History Reduced 2,906 1,572 0.16% 0.11% 203 -228 -7.28% Q1 2026 May 07, 2026
Fortune Financial Advisors, LLC History New 2,875 1,555 0.79% 204 +2,875 New Q1 2026 Apr 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 2,865 1,550 0.0% 0.0% 205 +631 28.25% Q1 2026 May 15, 2026
Caption Management, LLC History Added to 8,500 1,533 0.01% 0.01% 206 +6,000 240.0% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,823 1,527 0.0% 0.0% 207 +202 7.71% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 2,803 1,516 0.11% 0.08% 208 -692 -19.8% Q1 2026 Apr 14, 2026
BENJAMIN EDWARDS INC History No change 2,759 1,492 0.01% 0.01% 209 0 0.0% Q1 2026 May 12, 2026
AMALGAMATED BANK History Reduced 2,718 1,471 0.01% 0.01% 210 -21 -0.77% Q1 2026 May 08, 2026
Illumine Investment Management, LLC History Reduced 2,667 1,443 1.11% 1.53% 212 -3,929 -59.57% Q1 2026 May 04, 2026
Arizona State Retirement System History Reduced 2,667 1,443 0.01% 0.0% 211 -4 -0.15% Q1 2026 May 01, 2026
Triasima Portfolio Management inc. History Added to 2,655 1,436 0.22% 0.13% 213 +30 1.14% Q1 2026 Apr 24, 2026
Huntleigh Advisors, Inc. History Added to 2,642 1,429 0.24% 0.14% 214 +102 4.02% Q1 2026 Apr 21, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 2,634 1,425 0.01% 0.01% 215 -6 -0.23% Q1 2026 Apr 29, 2026
STRS OHIO History Added to 2,600 1,406 0.01% 0.0% 216 +600 30.0% Q1 2026 Apr 24, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 2,597 1,405 0.02% 0.01% 217 +36 1.41% Q1 2026 Apr 24, 2026
SYON CAPITAL LLC History Reduced 2,540 1,374 0.07% 0.05% 218 -454 -15.16% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Reduced 2,534 1,371 0.0% 0.0% 219 -559 -18.07% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 2,517 1,361 0.01% 0.0% 220 +1,287 104.63% Q1 2026 May 15, 2026
Rock Creek Group LLC History Reduced 2,500 1,352 0.14% 0.14% 221 -147,500 -98.33% Q1 2026 May 11, 2026
ABS Direct Equity Fund LLC History Reduced 2,500 1,352 1.03% 3.79% 222 -7,500 -75.0% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,463 1,332 0.0% 0.0% 223 +7 0.29% Q1 2026 Apr 30, 2026
Vanguard Investments Australia, Ltd. History New 2,450 1,325 0.0% 224 +2,450 New Q1 2026 May 08, 2026
CREDIT AGRICOLE S A History Added to 7,328 1,321 0.0% 0.0% 225 +3,500 91.43% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 2,417 1,308 0.11% 0.0% 226 +2,388 8234.48% Q1 2026 Apr 28, 2026
Neuberger Berman Group LLC History Reduced 2,419 1,308 0.0% 0.0% 227 -145 -5.66% Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 2,347 1,270 0.01% 0.01% 228 0 0.0% Q1 2026 May 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 2,342 1,267 0.01% 0.0% 229 +11 0.47% Q1 2026 May 01, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 2,292 1,240 0.02% 0.01% 230 +38 1.69% Q1 2026 Apr 20, 2026
Steadtrust LLC History No change 2,285 1,236 0.7% 0.45% 231 0 0.0% Q1 2026 Apr 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 2,227 1,204 0.0% 0.0% 232 -344 -13.38% Q1 2026 May 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 2,165 1,171 0.02% 0.01% 233 +11 0.51% Q1 2026 Apr 29, 2026
KLP KAPITALFORVALTNING AS History Added to 2,140 1,157 0.0% 0.0% 234 +40 1.9% Q1 2026 Apr 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,118 1,146 0.01% 0.0% 235 +536 33.88% Q1 2026 May 13, 2026
Focus Partners Wealth History Reduced 2,081 1,126 0.0% 0.0% 237 -612 -22.73% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 2,082 1,126 0.02% 0.01% 236 -84 -3.88% Q1 2026 Apr 22, 2026
Eddie Patel Inc History Reduced 2,052 1,110 0.85% 0.67% 238 -770 -27.29% Q1 2026 May 11, 2026
Concurrent Investment Advisors, LLC History Reduced 2,039 1,103 0.01% 0.01% 239 -2,014 -49.69% Q1 2026 Apr 20, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,025 1,095 0.0% 0.0% 240 +416 25.85% Q1 2026 May 14, 2026
HANCOCK WHITNEY CORP History Added to 3,949 1,094 0.02% 0.01% 241 +2,074 110.61% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 2,023 1,094 0.02% 0.01% 242 0 0.0% Q1 2026 May 15, 2026
Galaxy Digital Capital Management GP LLC History Reduced 2,021 1,093 1.16% 1.59% 243 -2,786 -57.96% Q1 2026 May 14, 2026
Independent Advisor Alliance History Added to 2,005 1,085 0.01% 0.01% 244 +332 19.84% Q1 2026 May 12, 2026
Bay Rivers Group History No change 2,002 1,083 0.45% 0.26% 245 0 0.0% Q1 2026 Apr 13, 2026
HighTower Advisors, LLC History Added to 1,949 1,054 0.0% 0.0% 246 +1,239 174.51% Q1 2026 May 05, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 5,625 1,050 0.61% 0.36% 247 +3,880 222.35% Q1 2026 Apr 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,920 1,038 0.0% 0.01% 248 -3,736 -66.05% Q1 2026 May 08, 2026
Rithm Capital Corp. History Reduced 1,900 1,028 1.53% 2.15% 249 -1,000 -34.48% Q1 2026 May 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 1,894 1,024 0.04% 0.03% 250 -240 -11.25% Q1 2026 May 12, 2026
RFG Advisory, LLC History New 1,863 1,007 0.02% 251 +1,863 New Q1 2026 Apr 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,800 973 0.0% 0.0% 252 +1,620 900.0% Q1 2026 May 15, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 1,786 966 0.65% 0.68% 253 -1,399 -43.92% Q1 2026 May 13, 2026
J2 Capital Management Inc History Reduced 1,780 963 0.66% 0.66% 254 -1,040 -36.88% Q1 2026 Apr 21, 2026
Banque Cantonale Vaudoise History No change 1,774 960 0.04% 0.02% 255 0 0.0% Q1 2026 Apr 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 1,768 956 0.02% 0.02% 256 -896 -33.63% Q1 2026 May 15, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 3,000 956 0.01% 0.01% 257 0 0.0% Q4 2025 Feb 04, 2026
Sanctuary Advisors, LLC History Reduced 1,685 911 0.0% 0.0% 258 -14 -0.82% Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 1,662 899 0.0% 0.0% 259 -346 -17.23% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,874 890 0.0% 0.0% 260 +2,935 151.37% Q1 2026 Apr 08, 2026
Expressive Wealth LLC History Added to 2,751 881 0.84% 0.32% 261 +1,834 200.0% Q1 2026 May 11, 2026
FIDUCIARY TRUST CO History Added to 1,614 873 0.01% 0.01% 262 +84 5.49% Q1 2026 May 15, 2026
J.M. Arbour, LLC History Reduced 1,610 871 0.84% 1.03% 263 -1,615 -50.08% Q1 2026 Apr 21, 2026
CHOREO, LLC History Added to 1,609 870 0.01% 0.01% 264 +19 1.19% Q1 2026 May 12, 2026
SIERRA SUMMIT ADVISORS LLC History New 1,602 866 0.13% 265 +1,602 New Q1 2026 Apr 27, 2026
Pictet Asset Management Holding SA History Added to 1,579 854 0.0% 0.0% 266 +24 1.54% Q1 2026 Apr 22, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,565 846 0.0% 0.0% 267 -33 -2.07% Q1 2026 May 13, 2026
ProShare Advisors LLC History Reduced 1,486 804 0.0% 0.0% 268 -372 -20.02% Q1 2026 Apr 24, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,481 801 0.01% 0.01% 269 -424 -22.26% Q1 2026 Apr 07, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 1,456 787 0.02% 0.02% 270 -500 -25.56% Q1 2026 Apr 07, 2026
FAYEZ SAROFIM & CO History No change 1,450 784 0.0% 0.0% 271 0 0.0% Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History No change 1,380 746 0.02% 0.01% 272 0 0.0% Q1 2026 May 04, 2026
Demars Financial Group, LLC History Reduced 1,373 742 0.24% 0.36% 273 -1,998 -59.27% Q1 2026 Apr 29, 2026
Quantbot Technologies LP History New 1,370 741 0.03% 274 +1,370 New Q1 2026 May 13, 2026
CX Institutional History Added to 1,335 722 0.02% 0.01% 275 +1 0.07% Q1 2026 Apr 06, 2026
Entropy Technologies, LP History Added to 1,320 714 0.03% 0.02% 276 +200 17.86% Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History New 1,315 711 0.12% 278 +1,315 New Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History New 1,314 711 0.0% 277 +1,314 New Q1 2026 Apr 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,309 708 0.04% 0.02% 279 0 0.0% Q1 2026 May 12, 2026
BOCHK Asset Management Ltd History New 1,300 703 0.15% 280 +1,300 New Q1 2026 May 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,299 702 0.02% 0.01% 281 +218 20.17% Q1 2026 May 11, 2026
INTRUST BANK NA History Added to 1,287 696 0.06% 0.03% 282 +34 2.71% Q1 2026 May 06, 2026
CIBC Bancorp USA Inc. History New 1,281 693 0.0% 283 +1,281 New Q1 2026 May 12, 2026
Polymer Capital Management (US) LLC History New 1,265 684 0.07% 284 +1,265 New Q1 2026 May 13, 2026
Trek Financial, LLC History New 1,255 679 0.04% 285 +1,255 New Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 1,196 647 0.0% 0.0% 286 +474 65.65% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Reduced 1,189 643 0.01% 0.01% 287 -11 -0.92% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 1,187 642 0.02% 0.01% 288 +34 2.95% Q1 2026 Apr 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 1,177 636 0.01% 0.01% 289 -893 -43.14% Q1 2026 May 04, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 1,159 627 0.0% 290 +1,159 New Q1 2026 Apr 30, 2026
Kassira Wealth Management LLC History Reduced 1,156 625 0.57% 1.07% 291 -2,383 -67.34% Q1 2026 Apr 30, 2026
TECTONIC ADVISORS LLC History Reduced 3,435 619 0.03% 0.07% 292 -729 -17.51% Q1 2026 Apr 17, 2026
CWM, LLC History Reduced 1,144 618 0.0% 0.0% 293 -75 -6.15% Q1 2026 May 14, 2026
Twin Tree Management, LP History New 1,100 595 0.01% 294 +1,100 New Q1 2026 May 14, 2026
EP Wealth Advisors, LLC History New 1,083 585 0.0% 295 +1,083 New Q1 2026 May 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,076 582 0.01% 0.01% 296 +4 0.37% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,069 578 0.0% 0.0% 297 -98 -8.4% Q1 2026 May 14, 2026
XTX Topco Ltd History Reduced 1,060 573 0.01% 0.02% 298 -1,216 -53.43% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 1,045 565 0.01% 0.0% 299 +172 19.7% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,036 561 0.0% 0.0% 300 0 0.0% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,009 546 0.0% 0.0% 301 +34 3.49% Q1 2026 May 08, 2026
Sigma Planning Corp History Reduced 991 536 0.01% 0.03% 302 -2,830 -74.06% Q1 2026 May 04, 2026
Havemeyer Place LP History Reduced 987 534 0.06% 0.1% 303 -533 -35.07% Q1 2026 May 13, 2026
Amundi History Added to 2,775 530 0.0% 0.0% 304 +671 31.89% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 979 529 0.0% 0.0% 305 -452 -31.59% Q1 2026 May 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 966 522 0.0% 0.0% 306 +142 17.23% Q1 2026 May 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 950 514 0.06% 0.04% 307 0 0.0% Q1 2026 May 05, 2026
Second Half Financial Partners, LLC History No change 949 513 0.23% 0.13% 308 0 0.0% Q1 2026 May 11, 2026
AE Wealth Management LLC History New 899 486 0.0% 310 +899 New Q1 2026 May 13, 2026
Sava Infond d.o.o. History Added to 900 486 0.07% 0.03% 309 +250 38.46% Q1 2026 May 11, 2026
XPONANCE LLC History Added to 892 482 0.0% 0.0% 311 +141 18.77% Q1 2026 May 13, 2026
Vontobel Holding Ltd. History Reduced 878 475 0.0% 0.0% 312 -539 -38.04% Q1 2026 May 08, 2026
CIM, LLC History Reduced 874 472 0.07% 0.04% 313 -64 -6.82% Q1 2026 May 18, 2026
AVIVA PLC History Reduced 861 465 0.0% 0.0% 314 -719 -45.51% Q1 2026 May 14, 2026
Patten Group, Inc. History New 854 462 0.08% 315 +854 New Q1 2026 Apr 24, 2026
JT Stratford LLC History Reduced 843 456 0.06% 0.04% 316 -17 -1.98% Q1 2026 May 15, 2026
Cynosure Group, LLC History New 835 451 0.06% 317 +835 New Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 824 445 0.02% 0.01% 318 -2 -0.24% Q1 2026 Apr 06, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 810 438 0.36% 0.21% 319 0 0.0% Q1 2026 Apr 21, 2026
RITHOLTZ WEALTH MANAGEMENT History New 803 434 0.01% 320 +803 New Q1 2026 Apr 20, 2026
Ameritas Investment Partners, Inc. History Reduced 782 423 0.01% 0.01% 321 -16 -2.01% Q1 2026 May 13, 2026
Garner Asset Management Corp History Reduced 781 422 0.17% 0.1% 322 -12 -1.51% Q1 2026 Apr 28, 2026
DOCK STREET ASSET MANAGEMENT INC History New 758 410 0.04% 323 +758 New Q1 2026 Apr 20, 2026
Farther Finance Advisors, LLC History Reduced 727 402 0.0% 0.0% 324 -124 -14.57% Q1 2026 Apr 07, 2026
Walleye Capital LLC History Reduced 732 396 0.0% 0.01% 325 -5,717 -88.65% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Reduced 710 384 0.01% 0.01% 326 -299 -29.63% Q1 2026 May 14, 2026
Cornerstone Investment Partners, LLC History Reduced 706 382 0.02% 0.02% 327 -1,205 -63.06% Q1 2026 May 08, 2026
Vestcor Inc History Added to 698 378 0.01% 0.0% 328 +328 88.65% Q1 2026 May 12, 2026
Wealthfront Advisers LLC History Added to 697 377 0.0% 0.0% 329 +36 5.45% Q1 2026 May 05, 2026
Savant Capital, LLC History Added to 684 370 0.0% 0.0% 330 +37 5.72% Q1 2026 May 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 675 365 0.0% 332 +675 New Q1 2026 Apr 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 675 365 0.0% 0.0% 331 +35 5.47% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 674 364 0.01% 0.0% 333 +220 48.46% Q1 2026 May 15, 2026
Avidian Wealth Enterprises, LLC History Reduced 672 363 0.01% 0.01% 334 -75 -10.04% Q1 2026 May 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 669 361 0.03% 335 +669 New Q1 2026 May 15, 2026
Gallacher Capital Management LLC History New 660 357 0.14% 336 +660 New Q1 2026 May 05, 2026
Capital CS Group, LLC History New 652 352 0.72% 338 +652 New Q1 2026 May 13, 2026
Abel Hall, LLC History New 652 352 0.07% 339 +652 New Q1 2026 Apr 28, 2026
Crossmark Global Holdings, Inc. History Added to 652 352 0.01% 0.0% 337 +21 3.33% Q1 2026 May 11, 2026
Allied Investment Advisors, LLC History No change 642 347 0.05% 0.03% 340 0 0.0% Q1 2026 Apr 27, 2026
McGowan Group Asset Management, Inc. History New 624 337 0.04% 341 +624 New Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Reduced 622 336 0.01% 0.01% 342 -6 -0.96% Q1 2026 May 11, 2026
Harvest Fund Management Co., Ltd History New 599 323 0.01% 344 +599 New Q1 2026 May 13, 2026
Spire Wealth Management History Reduced 598 323 0.01% 0.01% 343 -80 -11.8% Q1 2026 Apr 22, 2026
Meeder Advisory Services, Inc. History New 583 315 0.01% 345 +583 New Q1 2026 May 07, 2026
Whalen Wealth Management Inc. History Reduced 576 311 0.17% 0.17% 346 -432 -42.86% Q1 2026 Apr 13, 2026
Sequoia Financial Advisors, LLC History Reduced 574 310 0.0% 0.0% 347 -112 -16.33% Q1 2026 Apr 30, 2026
Swiss Life Asset Management Ltd History New 565 305 0.0% 348 +565 New Q1 2026 May 14, 2026
Sanchez Gaunt Capital Management, LLC History New 565 305 0.19% 349 +565 New Q1 2026 Apr 14, 2026
BAILARD, INC. History Reduced 561 303 0.01% 0.0% 350 -100 -15.13% Q1 2026 May 11, 2026
OneDigital Investment Advisors LLC History Reduced 559 302 0.0% 0.0% 351 -239 -29.95% Q1 2026 May 08, 2026
Kovack Advisors, Inc. History New 547 301 0.02% 352 +547 New Q1 2026 May 12, 2026
Cypress Point Wealth Management, LLC History New 555 300 0.06% 353 +555 New Q1 2026 Apr 13, 2026
DRW Securities, LLC History New 545 294 0.0% 355 +545 New Q1 2026 May 13, 2026
&PARTNERS History Reduced 545 294 0.0% 0.0% 354 -182 -25.03% Q1 2026 May 15, 2026
Acropolis Investment Management, LLC History New 517 279 0.01% 356 +517 New Q1 2026 Apr 09, 2026
Stirlingshire Investments, Inc. History New 517 279 0.24% 357 +517 New Q1 2026 May 04, 2026
DnB Asset Management AS History New 513 277 0.0% 358 +513 New Q1 2026 May 14, 2026
denkapparat Operations GmbH History New 512 277 0.11% 359 +512 New Q1 2026 May 11, 2026
STEPHENS INC /AR/ History Reduced 507 274 0.0% 0.0% 360 -125 -19.78% Q1 2026 Apr 28, 2026
Advyzon Investment Management, LLC History New 496 268 0.02% 361 +496 New Q1 2026 May 12, 2026
Perigon Wealth Management, LLC History New 475 256 0.0% 362 +475 New Q1 2026 Apr 10, 2026
CIBC Private Wealth Group LLC History No change 800 255 0.0% 0.0% 363 0 0.0% Q4 2025 Feb 12, 2026
EWA, LLC History New 468 253 0.06% 364 +468 New Q1 2026 Apr 23, 2026
SBI Okasan Asset Management Co.Ltd. History No change 500 251 0.01% 0.01% 365 0 0.0% Q1 2026 Apr 27, 2026
COMMERCE BANK History New 447 241 0.0% 366 +447 New Q1 2026 May 11, 2026
Caprock Group, LLC History New 427 231 0.01% 367 +427 New Q1 2026 May 11, 2026
Ring Mountain Capital, LLC History New 425 230 0.13% 368 +425 New Q1 2026 Apr 30, 2026
Elevated Financial Group LLC History New 419 226 0.07% 369 +419 New Q1 2026 May 11, 2026
CIBC Asset Management Inc History New 412 222 0.0% 370 +412 New Q1 2026 May 12, 2026
CASTLEARK MANAGEMENT LLC History Reduced 410 221 0.01% 0.01% 371 -420 -50.6% Q1 2026 May 15, 2026
Concentric Capital Strategies, LP History New 410 221 0.02% 374 +410 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 409 221 0.0% 373 +409 New Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 409 221 0.02% 0.0% 372 +402 5742.86% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History New 405 219 0.01% 375 +405 New Q1 2026 Apr 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 405 219 0.01% 376 +405 New Q1 2026 Apr 27, 2026
GUGGENHEIM CAPITAL LLC History Reduced 397 214 0.0% 0.01% 377 -2,804 -87.6% Q1 2026 May 15, 2026
HB Wealth Management, LLC History New 397 214 0.0% 378 +397 New Q1 2026 Apr 27, 2026
Lido Advisors, LLC History New 386 208 0.0% 380 +386 New Q1 2026 May 13, 2026
Vise Technologies, Inc. History No change 654 208 0.0% 0.0% 379 0 0.0% Q1 2026 Apr 21, 2026
Advisor OS, LLC History New 384 207 0.01% 382 +384 New Q1 2026 May 07, 2026
Waverly Advisors, LLC History New 383 207 0.0% 381 +383 New Q1 2026 May 15, 2026
Brooklyn Investment Group History New 379 205 0.01% 383 +379 New Q1 2026 Apr 29, 2026
Verdence Capital Advisors LLC History New 379 204 0.01% 385 +379 New Q1 2026 Apr 30, 2026
Crestwood Advisors Group, LLC History New 378 204 0.0% 384 +378 New Q1 2026 May 05, 2026
Linscomb Wealth, Inc. History New 373 201 0.01% 387 +373 New Q1 2026 May 11, 2026
CIBC WORLD MARKETS CORP History No change 632 201 0.0% 0.0% 386 0 0.0% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 366 198 0.0% 0.0% 388 +2 0.55% Q1 2026 May 15, 2026
PALLADIEM, LLC History Added to 826 190 0.18% 0.09% 389 +551 200.36% Q1 2026 May 06, 2026
UMB Bank, n.a. History Added to 320 173 0.0% 0.0% 390 +6 1.91% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 319 172 0.0% 0.0% 391 -2 -0.62% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 314 169 0.0% 0.0% 392 +144 84.71% Q1 2026 Apr 27, 2026
KBC Group NV History Added to 303 164 0.0% 0.0% 393 +41 15.65% Q1 2026 May 07, 2026
Covestor Ltd History Reduced 276 150 0.1% 0.12% 394 -426 -60.68% Q1 2026 May 05, 2026
Rossby Financial, LCC History No change 250 138 0.03% 0.02% 395 0 0.0% Q1 2026 May 11, 2026
GLOBEFLEX CAPITAL L P History New 249 134 0.02% 396 +249 New Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Added to 233 126 0.01% 0.0% 397 +99 73.88% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 231 125 0.0% 0.0% 398 +185 402.17% Q1 2026 May 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 220 121 0.01% 0.0% 399 0 0.0% Q1 2026 May 01, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 208 112 0.01% 0.01% 400 +10 5.05% Q1 2026 May 11, 2026
AlphaQuest LLC History No change 344 109 0.01% 0.01% 401 0 0.0% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Added to 198 107 0.0% 0.0% 402 +1 0.51% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 184 100 0.0% 0.0% 403 +46 33.33% Q1 2026 May 01, 2026
Versant Capital Management, Inc History No change 170 91 0.01% 0.01% 404 0 0.0% Q1 2026 Apr 06, 2026
NewEdge Advisors, LLC History Added to 10,818 82 0.0% 0.01% 405 +1,698 18.62% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 253 80 0.0% 0.0% 406 0 0.0% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 143 77 0.0% 0.0% 407 +14 10.85% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 136 73 0.0% 0.0% 408 +2 1.49% Q1 2026 May 15, 2026
State of Wyoming History Reduced 128 69 0.01% 0.0% 409 -10 -7.25% Q1 2026 May 13, 2026
Signature Equity Partners, LLC History Reduced 118 63 0.03% 0.03% 411 -69 -36.9% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Added to 117 63 0.0% 0.0% 410 +4 3.54% Q1 2026 May 08, 2026
Smartleaf Asset Management LLC History Reduced 115 57 0.0% 0.0% 412 -83 -41.92% Q1 2026 May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 100 54 0.0% 413 +100 New Q1 2026 May 07, 2026
Ensign Peak Advisors, Inc History New 100 54 0.0% 414 +100 New Q1 2026 May 13, 2026
Kemnay Advisory Services Inc. History Added to 98 53 0.01% 0.0% 415 +73 292.0% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 97 52 0.0% 0.01% 416 -721 -88.14% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Reduced 93 50 0.0% 0.0% 417 -10 -9.71% Q1 2026 May 15, 2026
Avanza Fonder AB History No change 93 50 0.0% 0.0% 418 0 0.0% Q1 2026 Apr 15, 2026
Tidemark, LLC History No change 92 49 0.01% 0.01% 419 0 0.0% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History Added to 82 44 0.0% 0.0% 420 +7 9.33% Q1 2026 May 11, 2026
USA FINANCIAL FORMULAS History New 80 43 0.01% 422 +80 New Q1 2026 Apr 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 80 43 0.0% 0.0% 421 -1 -1.23% Q1 2026 May 05, 2026
IFP Advisors, Inc History Added to 69 37 0.0% 424 +67 3350.0% Q1 2026 Apr 13, 2026
Anchor Investment Management, LLC History No change 70 37 0.0% 0.0% 423 0 0.0% Q1 2026 May 01, 2026
Daiwa Securities Group Inc. History New 195 35 0.0% 426 +195 New Q1 2026 May 13, 2026
MCF Advisors LLC History New 66 35 0.0% 427 +66 New Q1 2026 May 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 66 35 0.03% 0.02% 425 -19 -22.35% Q1 2026 Apr 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 58 31 0.02% 0.01% 428 0 0.0% Q1 2026 Apr 24, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 55 29 0.0% 0.0% 429 +46 511.11% Q1 2026 May 14, 2026
Blue Trust, Inc. History Added to 52 28 0.0% 0.0% 431 +38 271.43% Q1 2026 Apr 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 52 28 0.0% 0.0% 430 0 0.0% Q1 2026 May 07, 2026
Clearstead Advisors, LLC History Reduced 50 27 0.0% 0.0% 432 -30 -37.5% Q1 2026 May 06, 2026
SIGNATUREFD, LLC History Added to 44 23 0.0% 0.0% 433 +6 15.79% Q1 2026 Apr 07, 2026
Western Wealth Management, LLC History New 42 22 0.0% 435 +42 New Q1 2026 May 19, 2026
Root Financial Partners, LLC History Added to 41 22 0.0% 0.0% 434 +14 51.85% Q1 2026 Apr 24, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 40 21 0.0% 0.0% 436 0 0.0% Q1 2026 May 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 37 20 0.0% 0.0% 437 +3 8.82% Q1 2026 Apr 13, 2026
FIRST HORIZON CORP History Reduced 35 18 0.0% 0.0% 438 -89 -71.77% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 32 17 0.0% 0.0% 440 +15 88.24% Q1 2026 May 07, 2026
Allworth Financial LP History Added to 32 17 0.0% 0.0% 441 +6 23.08% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History No change 31 17 0.0% 0.0% 439 0 0.0% Q1 2026 May 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 31 16 0.0% 0.0% 442 0 0.0% Q1 2026 May 11, 2026
Fortitude Family Office, LLC History Added to 28 15 0.0% 0.0% 443 +5 21.74% Q1 2026 Apr 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 25 13 0.0% 0.0% 445 -10 -28.57% Q1 2026 Apr 23, 2026
Sound Income Strategies, LLC History Added to 24 13 0.0% 0.0% 446 +8 50.0% Q1 2026 Apr 27, 2026
WHITTIER TRUST CO History No change 70 13 0.0% 0.0% 444 0 0.0% Q1 2026 Apr 28, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 22 11 0.0% 447 +22 New Q1 2026 May 08, 2026
Solstein Capital, LLC History Reduced 20 10 0.0% 0.0% 448 -5 -20.0% Q1 2026 May 14, 2026
Bare Financial Services, Inc History Added to 17 9 0.0% 0.0% 449 +10 142.86% Q1 2026 May 14, 2026
Private Wealth Management Group, LLC History Reduced 18 9 0.0% 0.0% 450 -6 -25.0% Q1 2026 Apr 23, 2026
WOLFF WIESE MAGANA LLC History Added to 16 8 0.0% 0.0% 452 +10 166.67% Q1 2026 Apr 13, 2026
Keating Financial Advisory Services, Inc. History Added to 16 8 0.0% 0.0% 453 +10 166.67% Q1 2026 May 15, 2026
Essential Partners LLC History Added to 15 8 0.0% 0.0% 454 +1 7.14% Q1 2026 May 21, 2026
CENTRAL TRUST Co History No change 15 8 0.0% 0.0% 451 0 0.0% Q1 2026 Apr 17, 2026
Legacy Wealth Managment, LLC/ID History No change 13 7 0.0% 0.0% 455 0 0.0% Q1 2026 May 07, 2026
CVA Family Office, LLC History New 12 6 0.0% 456 +12 New Q1 2026 Apr 29, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 12 6 0.0% 457 +12 New Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History New 11 6 0.0% 458 +11 New Q1 2026 May 12, 2026
Bayforest Capital Ltd History New 10 5 0.01% 459 +10 New Q1 2026 Apr 15, 2026
Triumph Capital Management History Reduced 7 3 0.0% 0.07% 462 -977 -99.29% Q1 2026 May 13, 2026
Colonial Trust Co / SC History Added to 21 3 0.0% 0.0% 463 +10 90.91% Q1 2026 May 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 6 3 0.0% 0.0% 460 0 0.0% Q1 2026 Apr 23, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 7 3 0.0% 0.0% 461 0 0.0% Q1 2026 May 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 7 3 0.0% 0.0% 464 0 0.0% Q1 2026 May 14, 2026
Aster Capital Management (DIFC) Ltd History New 13 2 0.0% 467 +13 New Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 5 2 0.0% 0.0% 465 +1 25.0% Q1 2026 Apr 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 4 2 0.0% 0.0% 466 0 0.0% Q1 2026 May 06, 2026
High Note Wealth, LLC History New 3 1 0.0% 474 +3 New Q1 2026 May 11, 2026
Trifecta Capital Advisors, LLC History New 3 1 0.0% 475 +3 New Q1 2026 May 01, 2026
Quarry LP History New 2 1 0.0% 476 +2 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Added to 2 1 0.0% 470 +1 100.0% Q1 2026 Apr 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 2 1 0.0% 473 +1 100.0% Q1 2026 Apr 21, 2026
Avion Wealth History No change 3 1 0.0% 468 0 0.0% Q1 2026 May 01, 2026
Cedar Mountain Advisors, LLC History No change 3 1 0.0% 469 0 0.0% Q1 2026 Apr 30, 2026
True Wealth Design, LLC History No change 2 1 0.0% 471 0 0.0% Q1 2026 Apr 13, 2026
Ankerstar Wealth, LLC History No change 2 1 0.0% 472 0 0.0% Q1 2026 May 13, 2026
LORD, ABBETT & CO. LLC History Closed out 0 0 0.09% -92,524 -100.0% Q1 2026 May 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.56% -84,963 -100.0% Q1 2026 May 15, 2026
NEOS Investment Management LLC History Closed out 0 0 0.14% -76,338 -100.0% Q1 2026 May 15, 2026
Broad Bay Capital Management, LP History Closed out 0 0 2.33% -69,990 -100.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -31,560 -100.0% Q1 2026 May 15, 2026
CastleKnight Management LP History Closed out 0 0 0.07% -10,200 -100.0% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.04% -3,775 -100.0% Q1 2026 May 15, 2026
Aurora Investment Counsel History Closed out 0 0 0.49% -2,952 -100.0% Q1 2026 May 06, 2026
Mizuho Markets Cayman LP History Closed out 0 0 0.04% -2,733 -100.0% Q1 2026 May 13, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -2,275 -100.0% Q1 2026 Apr 20, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -2,100 -100.0% Q1 2026 May 15, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.03% -1,962 -100.0% Q1 2026 May 14, 2026
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.05% -1,614 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -1,467 -100.0% Q1 2026 May 06, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 0.0% -1,382 -100.0% Q1 2026 Apr 14, 2026
New Vernon Capital Holdings II LLC History Closed out 0 0 0.18% -1,191 -100.0% Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History Closed out 0 0 0.06% -1,133 -100.0% Q1 2026 May 14, 2026
GK Wealth Management LLC History Closed out 0 0 0.24% -1,124 -100.0% Q1 2026 Apr 07, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.15% -942 -100.0% Q1 2026 May 06, 2026
Headlands Technologies LLC History Closed out 0 0 0.02% -893 -100.0% Q1 2026 May 13, 2026
SkyOak Wealth, LLC History Closed out 0 0 0.05% -868 -100.0% Q1 2026 Apr 30, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -843 -100.0% Q1 2026 May 13, 2026
Norris Financial Group, LLC History Closed out 0 0 0.08% -780 -100.0% Q1 2026 May 20, 2026
Numerai GP LLC History Closed out 0 0 0.03% -677 -100.0% Q1 2026 May 15, 2026
Lotus Technology Management, LP History Closed out 0 0 0.11% -633 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -507 -100.0% Q1 2026 Apr 30, 2026
NATIXIS History Closed out 0 0 0.0% -354 -100.0% Q1 2026 May 14, 2026
Hughes Financial Services, LLC History Reduced 1 0 0.01% -137 -99.28% Q1 2026 Apr 29, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.03% -92 -100.0% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -53 -100.0% Q1 2026 May 14, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 11, 2026
Darwin Wealth Management, LLC History Closed out 0 0 0.0% -35 -100.0% Q1 2026 May 01, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -35 -100.0% Q1 2026 Apr 28, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.0% -23 -100.0% Q1 2026 May 15, 2026
Frazier Financial Advisors, LLC History Closed out 0 0 0.0% -17 -100.0% Q1 2026 May 05, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -4 -100.0% Q1 2026 Apr 28, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 11, 2026
Stone House Investment Management, LLC History New 1 0 +1 New Q1 2026 Apr 22, 2026
Vermillion Wealth Management, Inc. History New 1 0 +1 New Q1 2026 Apr 17, 2026
Ascentis Independent Advisors History New 1 0 +1 New Q1 2026 Apr 28, 2026
Bell Investment Advisors, Inc History New 1 0 +1 New Q1 2026 Apr 17, 2026
HFM Investment Advisors, LLC History New 1 0 +1 New Q1 2026 May 01, 2026
Arax Advisory Partners History Closed out 0 0 -1 -100.0% Q1 2026 May 13, 2026
Atlantic Private Wealth, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 08, 2026
Abound Wealth Management History Closed out 0 0 -1 -100.0% Q1 2026 Apr 10, 2026
TD Capital Management LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History No change 1 0 0 0.0% Q1 2026 May 15, 2026
Bay Harbor Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 Apr 14, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
Rachor Investment Advisory Services, LLC History No change 1 0 0 0.0% Q1 2026 May 07, 2026
Rialto Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 May 14, 2026