QuantumScape Corp - QS

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
VANGUARD GROUP INC History No change 40,959,061 426,793 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 21,809,688 139,145 0.0% 0.0% 2 +1,018,040 4.9% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Added to 21,477,277 137,025 0.08% 0.09% 3 +5,458,178 34.07% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 20,876,166 133,189 0.0% 4 +20,876,166 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 18,027,302 115,014 0.01% 5 +18,027,302 New Q1 2026 May 08, 2026
PharVision Advisers, LLC History Reduced 13,864 88,452 0.9% 0.09% 6 -3,288 -19.17% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 13,431,153 85,690 0.01% 0.02% 7 +298,501 2.27% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 12,580,529 80,263 0.06% 0.08% 8 +6,865,581 120.13% Q1 2026 May 15, 2026
Capricorn Investment Group LLC History No change 11,496,990 78,692 13.08% 14.5% 9 0 0.0% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 8,346,848 53,267 0.0% 0.01% 10 +19,244 0.23% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 8,051,800 51,370 0.08% 0.13% 11 -65,710 -0.81% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Reduced 7,879,243 50,269 0.01% 0.01% 12 -1,548,840 -16.43% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 7,554,784 48,199 0.0% 0.0% 13 +54,281 0.72% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,735,035 36,569 0.01% 0.01% 14 +3,290,942 134.65% Q1 2026 May 07, 2026
MORGAN STANLEY History Reduced 5,358,879 34,189 0.0% 0.01% 15 -5,767,618 -51.84% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 5,248,337 33,484 0.0% 0.01% 16 +865,925 19.76% Q1 2026 May 15, 2026
NORGES BANK History No change 2,813,895 29,320 0.0% 0.0% 17 0 0.0% Q4 2025 Feb 10, 2026
COATUE MANAGEMENT LLC History Added to 4,294,995 27,402 0.09% 0.1% 18 +600,000 16.24% Q1 2026 May 15, 2026
UBS Group AG History Added to 4,070,498 25,969 0.0% 0.01% 19 +248,820 6.51% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Added to 3,969,597 25,326 0.03% 0.02% 20 +2,253,366 131.3% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 3,899,331 24,877 0.03% 0.01% 21 +3,117,016 398.43% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 3,558,178 22,701 0.05% 0.1% 22 -43,547 -1.21% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,157,484 20,144 0.01% 0.01% 23 +1,887,187 148.56% Q1 2026 May 15, 2026
Defiance ETFs, LLC History New 3,066,892 19,566 0.28% 24 +3,066,892 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,915,375 18,600 0.0% 0.0% 25 +77,539 2.73% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 2,880,555 18,377 0.0% 26 +2,880,555 New Q1 2026 May 08, 2026
HRT FINANCIAL LP History Added to 2,587,572 16,507 0.04% 0.01% 27 +2,345,856 970.5% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 2,245,316 14,325 0.0% 0.0% 28 +43,865 1.99% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Reduced 2,066,528 13,184 0.03% 0.06% 29 -1,319,556 -38.97% Q1 2026 May 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 2,057,200 13,124 0.01% 0.01% 30 +91,300 4.64% Q1 2026 May 15, 2026
Amundi History Reduced 1,964,515 12,533 0.0% 0.01% 31 -295,253 -13.07% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,962,563 12,521 0.0% 0.0% 32 +211,545 12.08% Q1 2026 May 12, 2026
IMC-Chicago, LLC History Reduced 1,834,060 11,701 0.0% 0.01% 33 -1,245,211 -40.44% Q1 2026 May 05, 2026
Walleye Capital LLC History Added to 1,775,172 11,325 0.05% 0.04% 34 +595,418 50.47% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 1,766,655 10,529 0.0% 0.0% 35 -737,413 -29.45% Q1 2026 May 13, 2026
Jump Financial, LLC History Added to 1,564,889 9,983 0.13% 0.12% 36 +615,217 64.78% Q1 2026 May 14, 2026
BAILLIE GIFFORD & CO History Reduced 1,405,866 8,969 0.01% 0.01% 37 -53,234 -3.65% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Reduced 1,373,228 8,761 0.01% 0.02% 38 -2,860,072 -67.56% Q1 2026 May 14, 2026
TWO SIGMA ADVISERS, LP History No change 829,500 8,643 0.02% 0.02% 39 0 0.0% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 1,264,892 8,070 0.12% 0.27% 40 -440,157 -25.81% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 1,246,210 7,950 0.12% 0.2% 41 0 0.0% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 1,200,283 7,657 0.0% 0.0% 42 -8,914 -0.74% Q1 2026 May 05, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 1,053,901 6,723 0.03% 43 +1,053,901 New Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 997,015 6,360 0.0% 0.0% 44 -1,541 -0.15% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Reduced 987,516 6,300 0.0% 0.01% 45 -4,483,489 -81.95% Q1 2026 May 12, 2026
LPL Financial LLC History Added to 885,179 5,647 0.0% 0.0% 46 +14,427 1.66% Q1 2026 May 06, 2026
Arthedge Capital Management, LLC History No change 848,000 5,410 4.68% 5.79% 47 0 0.0% Q1 2026 May 15, 2026
Swiss National Bank History No change 824,900 5,262 0.0% 0.01% 48 0 0.0% Q1 2026 May 07, 2026
Marex Group plc History Reduced 822,373 5,246 0.03% 0.07% 49 -249,219 -23.26% Q1 2026 May 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 791,869 5,052 0.01% 0.02% 50 -6,428 -0.81% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 791,519 5,049 0.0% 0.0% 51 -385,463 -32.75% Q1 2026 Apr 30, 2026
Clear Street Group Inc. History Reduced 786,712 5,019 0.02% 0.04% 52 -203,082 -20.52% Q1 2026 May 15, 2026
Man Group plc History Reduced 617,437 3,939 0.01% 0.04% 53 -1,399,729 -69.39% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 598,423 3,817 0.0% 0.0% 54 +569,223 1949.39% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 533,688 3,404 0.0% 0.01% 55 +112,106 26.59% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 502,705 3,207 0.0% 0.01% 56 +52,064 11.55% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 491,725 3,137 0.0% 0.0% 57 +93,079 23.35% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 489,816 3,125 0.0% 0.0% 58 -394,364 -44.6% Q1 2026 May 15, 2026
GUARDIAN INVESTMENT MANAGEMENT History Added to 39,640 3,096 2.44% 1.16% 59 +4,910 14.14% Q1 2026 Apr 16, 2026
Walleye Trading LLC History Reduced 481,487 3,071 0.01% 0.01% 60 -448,782 -48.24% Q1 2026 May 08, 2026
ExodusPoint Capital Management, LP History Added to 464,002 2,960 0.02% 0.01% 61 +398,795 611.58% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 458,810 2,929 0.0% 0.0% 62 +48,472 11.81% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History New 403,000 2,571 0.27% 63 +403,000 New Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 393,478 2,510 0.0% 64 +393,478 New Q1 2026 May 08, 2026
Creative Planning History Added to 385,779 2,461 0.0% 0.0% 65 +13,880 3.73% Q1 2026 May 12, 2026
Holocene Advisors, LP History New 378,065 2,412 0.01% 66 +378,065 New Q1 2026 May 15, 2026
THAMES CAPITAL MANAGEMENT LLC History No change 369,686 2,358 0.42% 0.56% 67 0 0.0% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 366,907 2,340 0.0% 0.01% 68 +396 0.11% Q1 2026 Apr 27, 2026
Invenomic Capital Management LP History New 362,355 2,311 0.11% 69 +362,355 New Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 359,976 2,296 0.0% 0.01% 70 +25,620 7.66% Q1 2026 May 08, 2026
RHUMBLINE ADVISERS History Reduced 359,557 2,293 0.0% 0.0% 71 -6,998 -1.91% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 354,823 2,260 0.0% 0.0% 72 -51,243 -12.62% Q1 2026 May 08, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 343,600 2,192 0.01% 0.05% 73 -1,503,999 -81.4% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 313,658 2,001 0.01% 0.01% 74 +147,362 88.61% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Reduced 307,363 1,961 0.0% 0.0% 75 -258,558 -45.69% Q1 2026 Apr 16, 2026
Prospera Financial Services Inc History Added to 288,146 1,838 0.03% 0.04% 76 +25,300 9.63% Q1 2026 Apr 14, 2026
Quantbot Technologies LP History Reduced 255,146 1,627 0.07% 0.18% 77 -252,434 -49.73% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 141,781 1,477 0.0% 0.0% 78 -6,893 -4.64% Q1 2026 May 15, 2026
Entropy Technologies, LP History Added to 225,652 1,439 0.07% 0.11% 79 +37,059 19.65% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 224,878 1,434 0.0% 0.0% 80 0 0.0% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 220,106 1,404 0.0% 0.0% 81 -7,370 -3.24% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 218,672 1,395 0.0% 0.0% 82 -18,191 -7.68% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Added to 215,217 1,373 0.01% 0.01% 83 +162,209 306.01% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Reduced 213,301 1,360 0.01% 0.01% 84 -74,213 -25.81% Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 210,786 1,344 0.01% 0.0% 85 +92,536 78.25% Q1 2026 May 15, 2026
180 WEALTH ADVISORS, LLC History Added to 204,391 1,304 0.15% 0.19% 86 +40,230 24.51% Q1 2026 May 01, 2026
Treasurer of the State of North Carolina History Added to 192,433 1,228 0.0% 0.01% 87 +4,104 2.18% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 190,792 1,217 0.0% 88 +190,792 New Q1 2026 May 08, 2026
FORA Capital, LLC History Added to 191,121 1,213 0.09% 0.24% 89 +781 0.41% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 189,827 1,211 0.01% 0.02% 90 0 0.0% Q1 2026 Apr 29, 2026
Quantitative Investment Management, LLC History Added to 187,496 1,196 0.12% 0.04% 91 +148,513 380.97% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 186,740 1,191 0.0% 0.0% 92 -254,764 -57.7% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Reduced 186,893 1,184 0.0% 0.0% 93 -62,143 -24.95% Q1 2026 Apr 30, 2026
Tidal Investments LLC History Added to 179,722 1,146 0.0% 0.0% 95 +67,931 60.77% Q1 2026 May 15, 2026
Carlson Capital, L.P. History No change 110,000 1,146 0.41% 0.41% 94 0 0.0% Q4 2025 Feb 03, 2026
JANUS HENDERSON GROUP PLC History No change 178,704 1,136 0.0% 0.0% 96 0 0.0% Q1 2026 May 18, 2026
Sanctuary Advisors, LLC History Added to 169,108 1,078 0.01% 0.01% 97 +324 0.19% Q1 2026 May 05, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 156,509 999 0.0% 0.01% 98 -176,306 -52.97% Q1 2026 Apr 30, 2026
K2 PRINCIPAL FUND, L.P. History New 150,000 957 0.07% 99 +150,000 New Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 149,421 953 0.0% 0.0% 100 +6,483 4.54% Q1 2026 May 15, 2026
Savvy Advisors, Inc. History New 141,024 899 0.02% 101 +141,024 New Q1 2026 May 11, 2026
ALGERT GLOBAL LLC History Reduced 138,940 886 0.01% 0.03% 102 -55,210 -28.44% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 136,224 869 0.0% 0.0% 103 +12,604 10.2% Q1 2026 May 15, 2026
Green Alpha Advisors, LLC History Reduced 136,171 868 0.85% 1.31% 104 -621 -0.45% Q1 2026 Apr 07, 2026
Quantinno Capital Management LP History Added to 134,057 855 0.0% 0.0% 105 +12,637 10.41% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 130,833 834 0.0% 0.0% 106 -4,459 -3.3% Q1 2026 May 14, 2026
Handelsbanken Fonder AB History No change 125,800 801 0.0% 0.0% 107 0 0.0% Q1 2026 Apr 28, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 120,000 765 0.05% 0.08% 108 0 0.0% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Reduced 118,973 759 0.0% 0.0% 109 -112,630 -48.63% Q1 2026 May 15, 2026
Crawford Fund Management, LLC History Reduced 118,000 752 0.14% 0.57% 110 -300,000 -71.77% Q1 2026 May 15, 2026
Cordgrass Capital Advisors, LLC History Reduced 116,937 746 0.17% 0.45% 111 -63,459 -35.18% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 116,433 742 0.0% 0.0% 112 +1,011 0.88% Q1 2026 May 14, 2026
CSS LLC/IL History Reduced 115,700 738 0.04% 0.08% 113 -66,900 -36.64% Q1 2026 May 15, 2026
Headlands Technologies LLC History Added to 115,530 737 0.08% 0.06% 114 +52,170 82.34% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 114,911 733 0.0% 0.01% 115 -797 -0.69% Q1 2026 May 01, 2026
Qsemble Capital Management, LP History Added to 113,822 726 0.06% 0.06% 116 +45,221 65.92% Q1 2026 May 07, 2026
SummitTX Capital, L.P. History New 112,558 718 0.02% 117 +112,558 New Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Added to 112,202 715 0.09% 0.19% 118 +32,156 40.17% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 103,152 658 0.0% 119 +103,152 New Q1 2026 May 08, 2026
ALLSTATE CORP History New 102,079 651 0.01% 120 +102,079 New Q1 2026 May 11, 2026
Wealthfront Advisers LLC History Added to 101,593 648 0.0% 0.0% 121 +50,640 99.39% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Added to 101,253 645 0.0% 0.0% 122 +60,686 149.59% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 100,328 640 0.0% 0.0% 123 0 0.0% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 97,301 620 0.01% 0.01% 124 +43,470 80.75% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 96,661 616 0.0% 0.0% 125 +25,826 36.46% Q1 2026 May 06, 2026
SBI Securities Co., Ltd. History Reduced 94,885 605 0.02% 0.03% 126 -108 -0.11% Q1 2026 Apr 27, 2026
KLP KAPITALFORVALTNING AS History Added to 92,700 591 0.0% 0.0% 127 +3,300 3.69% Q1 2026 Apr 29, 2026
PEAK6 LLC History Reduced 92,200 588 0.0% 0.01% 128 -185,035 -66.74% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 91,854 586 0.05% 129 +91,854 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 90,037 557 0.0% 0.0% 130 -34,611 -27.77% Q1 2026 May 15, 2026
Cetera Investment Advisers History Reduced 84,187 537 0.0% 0.0% 131 -14,259 -14.48% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 81,213 518 0.03% 0.06% 132 +9,377 13.05% Q1 2026 May 08, 2026
Compass Financial Group, INC/SD History No change 81,000 516 0.07% 0.12% 133 0 0.0% Q1 2026 Apr 29, 2026
Squarepoint Ops LLC History Reduced 79,600 507 0.0% 0.0% 134 -106,600 -57.25% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 78,041 497 0.0% 0.0% 135 +6,881 9.67% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 76,067 485 0.01% 0.01% 136 +727 0.96% Q1 2026 Apr 20, 2026
DnB Asset Management AS History Reduced 75,419 481 0.0% 0.01% 138 -222,747 -74.71% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Added to 75,506 481 0.0% 0.0% 137 +47,008 164.95% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Added to 73,977 471 0.0% 0.0% 139 +5,031 7.3% Q1 2026 May 11, 2026
Eurizon Capital SGR S.p.A. History No change 74,789 447 0.0% 0.0% 140 0 0.0% Q1 2026 May 08, 2026
Perbak Capital Partners LLP History New 67,417 430 0.11% 141 +67,417 New Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 56,991 426 0.01% 0.01% 142 +34,165 149.68% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Added to 66,544 424 0.0% 0.0% 143 +4,521 7.29% Q1 2026 Apr 22, 2026
SEI INVESTMENTS CO History Reduced 61,631 393 0.0% 0.0% 144 -3,148 -4.86% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 60,346 377 0.0% 0.0% 145 -1,829 -2.94% Q1 2026 May 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 57,178 364 0.0% 0.0% 146 +18,806 49.01% Q1 2026 May 07, 2026
XTX Topco Ltd History Added to 55,766 355 0.01% 0.01% 147 +28,283 102.91% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 53,714 342 0.0% 0.0% 148 -169,225 -75.91% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 53,127 338 0.0% 0.01% 149 -2,069,035 -97.5% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 50,134 320 0.0% 0.0% 150 -8,817 -14.96% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 30,732 320 0.02% 0.02% 151 0 0.0% Q4 2025 Feb 09, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 48,684 310 0.03% 0.02% 152 +25,719 111.99% Q1 2026 May 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 29,200 304 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 46,689 298 0.0% 0.0% 154 0 0.0% Q1 2026 May 14, 2026
Palumbo Wealth Management LLC History Added to 46,428 296 0.07% 0.1% 155 +7,168 18.26% Q1 2026 May 12, 2026
Baird Financial Group, Inc. History Added to 45,810 292 0.0% 0.0% 156 +225 0.49% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 45,805 291 0.0% 0.0% 157 -5,993 -11.57% Q1 2026 May 13, 2026
Blackstone Inc. History New 45,330 289 0.0% 158 +45,330 New Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 45,141 288 0.0% 0.0% 159 +300 0.67% Q1 2026 May 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 44,967 286 0.01% 0.02% 160 -1,270 -2.75% Q1 2026 Apr 28, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 44,532 284 0.0% 0.0% 161 +4,599 11.52% Q1 2026 May 04, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 41,271 263 0.0% 0.0% 163 +9,921 31.65% Q1 2026 May 11, 2026
Vontobel Holding Ltd. History Reduced 41,236 263 0.0% 0.0% 162 -5,991 -12.69% Q1 2026 May 08, 2026
Engineers Gate Manager LP History Reduced 41,092 262 0.0% 0.01% 164 -65,835 -61.57% Q1 2026 May 15, 2026
Havemeyer Place LP History New 39,265 250 0.03% 165 +39,265 New Q1 2026 May 13, 2026
Summit Financial, LLC History Added to 39,109 249 0.0% 0.01% 166 +51 0.13% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Reduced 37,745 241 0.0% 0.0% 167 -4,580 -10.82% Q1 2026 Apr 22, 2026
Jasper Ridge Partners, L.P. History No change 37,816 241 0.01% 0.01% 168 0 0.0% Q1 2026 May 11, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 37,072 236 0.0% 0.0% 169 +17,265 87.17% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 36,498 232 0.0% 0.0% 170 +6,530 21.79% Q1 2026 May 13, 2026
STRATEGY ASSET MANAGERS LLC History Added to 36,310 231 0.04% 0.06% 171 +3,150 9.5% Q1 2026 May 12, 2026
M&T BANK CORP History Added to 36,192 230 0.0% 0.0% 172 +10,409 40.37% Q1 2026 May 12, 2026
FMR LLC History Added to 35,669 227 0.0% 0.0% 173 +9,149 34.5% Q1 2026 May 15, 2026
Bayforest Capital Ltd History Added to 35,165 224 0.25% 0.17% 174 +12,917 58.06% Q1 2026 Apr 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 34,839 222 0.0% 0.0% 175 -1,523 -4.19% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 34,433 219 0.0% 0.0% 176 -58,299 -62.87% Q1 2026 May 11, 2026
Carson Advisory Inc. History Added to 34,300 218 0.11% 0.18% 177 +1,000 3.0% Q1 2026 May 07, 2026
BAILARD, INC. History No change 34,100 217 0.0% 0.01% 178 0 0.0% Q1 2026 May 11, 2026
AlphaCore Capital LLC History Added to 33,669 214 0.01% 0.01% 179 +6,185 22.5% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 32,831 209 0.0% 0.0% 181 +10,337 45.95% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 32,770 209 0.0% 0.0% 180 -459 -1.38% Q1 2026 May 12, 2026
Ethic Inc. History Added to 31,594 201 0.0% 0.0% 182 +2,610 9.0% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 31,228 198 0.0% 0.0% 183 -15,113 -32.61% Q1 2026 Apr 08, 2026
Ballentine Partners, LLC History Added to 30,968 197 0.0% 0.0% 184 +1,872 6.43% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 31,544 195 0.0% 0.01% 185 -19,426 -38.11% Q1 2026 Apr 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 29,261 186 0.0% 0.01% 186 -10,756 -26.88% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Reduced 28,577 182 0.0% 0.0% 187 -10,053 -26.02% Q1 2026 May 05, 2026
Prosperity Consulting Group, LLC History No change 28,554 182 0.01% 0.01% 188 0 0.0% Q1 2026 May 05, 2026
&PARTNERS History Added to 27,623 176 0.0% 0.0% 189 +4,674 20.37% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 27,405 174 0.0% 0.0% 190 -69 -0.25% Q1 2026 Apr 28, 2026
PFG Investments, LLC History Added to 27,071 172 0.01% 0.01% 191 +9,930 57.93% Q1 2026 Apr 27, 2026
Rakuten Securities, Inc. History Added to 26,195 167 0.07% 0.03% 192 +16,052 158.26% Q1 2026 May 01, 2026
Scientech Research LLC History Reduced 25,820 164 0.14% 0.35% 194 -28,226 -52.23% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History Reduced 25,859 164 0.02% 0.04% 193 -5,591 -17.78% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 25,622 163 0.0% 0.0% 195 +572 2.28% Q1 2026 Apr 30, 2026
Birchcreek Wealth Management, LLC History Reduced 25,666 163 0.08% 0.13% 196 -267 -1.03% Q1 2026 May 08, 2026
Jain Global LLC History New 25,278 161 0.0% 197 +25,278 New Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 24,793 158 0.0% 0.0% 198 +5,923 31.39% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Added to 15,606 154 0.0% 0.0% 199 +1,395 9.82% Q1 2026 May 15, 2026
Utah Retirement Systems History No change 23,843 152 0.0% 0.0% 200 0 0.0% Q1 2026 May 15, 2026
Archvest Wealth Advisors, Inc. History No change 23,500 149 0.1% 0.16% 201 0 0.0% Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 23,165 147 0.0% 0.0% 202 +637 2.83% Q1 2026 May 15, 2026
Wedmont Private Capital History Added to 22,887 144 0.0% 0.01% 203 +5,385 30.77% Q1 2026 Apr 09, 2026
Lighthouse Financial LLC History Added to 22,300 142 0.09% 0.14% 205 +2,000 9.85% Q1 2026 May 13, 2026
D.A. DAVIDSON & CO. History Reduced 22,297 142 0.0% 0.0% 204 -686 -2.98% Q1 2026 May 05, 2026
Lombard Odier Asset Management (USA) Corp History New 22,120 141 0.01% 209 +22,120 New Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Added to 22,237 141 0.0% 0.01% 208 +236 1.07% Q1 2026 May 15, 2026
AMALGAMATED BANK History Added to 22,044 141 0.0% 0.0% 206 +151 0.69% Q1 2026 May 08, 2026
CIBC Asset Management Inc History No change 22,154 141 0.0% 0.0% 207 0 0.0% Q1 2026 May 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 21,925 139 0.0% 0.01% 210 -1,775 -7.49% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 21,840 139 0.0% 0.0% 211 +280 1.3% Q1 2026 May 08, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 21,470 136 0.0% 0.0% 212 -2,975 -12.17% Q1 2026 May 14, 2026
Marathon Trading Investment Management LLC History No change 21,324 136 0.0% 0.01% 213 0 0.0% Q1 2026 May 14, 2026
Wealth Management Nebraska History New 20,989 133 0.01% 215 +20,989 New Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History No change 20,855 133 0.0% 0.0% 214 0 0.0% Q1 2026 May 04, 2026
HB Wealth Management, LLC History New 20,182 128 0.0% 218 +20,182 New Q1 2026 Apr 27, 2026
Armor Investment Advisors, LLC History Reduced 20,172 128 0.05% 0.09% 216 -3,016 -13.01% Q1 2026 Apr 29, 2026
DUTCH ASSET Corp History No change 20,153 128 0.09% 0.16% 217 0 0.0% Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History Added to 20,056 127 0.0% 0.0% 219 +9,906 97.6% Q1 2026 May 08, 2026
S.E.E.D. Planning Group LLC History No change 20,000 127 0.04% 0.06% 220 0 0.0% Q1 2026 Apr 23, 2026
Neuberger Berman Group LLC History Added to 19,057 121 0.0% 0.0% 222 +7,878 70.47% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 18,979 121 0.0% 0.0% 221 -1,945 -9.3% Q1 2026 May 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History New 20,182 120 0.0% 224 +20,182 New Q1 2026 May 15, 2026
Robertson Stephens Wealth Management, LLC History New 18,856 120 0.0% 225 +18,856 New Q1 2026 Apr 28, 2026
Moors & Cabot, Inc. History Reduced 18,950 120 0.01% 0.01% 223 -1,000 -5.01% Q1 2026 May 08, 2026
Ascent Wealth Partners, LLC History Added to 18,739 119 0.01% 0.02% 226 +3,232 20.84% Q1 2026 May 06, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 18,305 116 0.0% 0.0% 227 +2,903 18.85% Q1 2026 May 04, 2026
NATIXIS History New 17,515 111 0.0% 229 +17,515 New Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 17,740 111 0.0% 0.0% 228 -12,779 -41.87% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History New 16,507 105 0.0% 230 +16,507 New Q1 2026 May 15, 2026
Leonteq Securities AG History Reduced 16,346 104 0.0% 0.01% 231 -3,249 -16.58% Q1 2026 Apr 27, 2026
KINTRA WEALTH, LLC History Reduced 16,212 103 0.01% 0.02% 232 -28 -0.17% Q1 2026 May 15, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 16,039 102 0.01% 233 +16,039 New Q1 2026 Apr 16, 2026
Empowered Funds, LLC History Added to 15,906 101 0.0% 0.0% 234 +1,737 12.26% Q1 2026 May 14, 2026
Arkadios Wealth Advisors History Added to 15,584 99 0.0% 0.0% 235 +500 3.31% Q1 2026 May 18, 2026
Private Advisor Group, LLC History Reduced 15,227 97 0.0% 0.0% 236 -62,607 -80.44% Q1 2026 Apr 24, 2026
Sterling Capital Management LLC History Reduced 15,081 96 0.0% 0.0% 237 -11,510 -43.29% Q1 2026 Apr 22, 2026
Greenline Partners, LLC History Added to 15,000 95 0.01% 0.01% 238 +5,000 50.0% Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 14,785 94 0.0% 240 +14,785 New Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Reduced 14,762 94 0.0% 0.01% 239 -12,709 -46.26% Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History Added to 14,307 91 0.0% 0.0% 241 +3,081 27.45% Q1 2026 May 11, 2026
Bay Rivers Group History New 14,061 89 0.04% 242 +14,061 New Q1 2026 Apr 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 13,843 88 0.0% 0.0% 243 -45,899 -76.83% Q1 2026 May 15, 2026
KBC Group NV History Reduced 13,842 88 0.0% 0.0% 244 -7,679 -35.68% Q1 2026 May 07, 2026
CHOREO, LLC History Reduced 13,283 84 0.0% 0.0% 248 -8,617 -39.35% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Added to 13,290 84 0.0% 0.0% 246 +1,554 13.24% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 13,178 84 0.0% 0.0% 247 -532 -3.88% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 13,172 84 0.0% 0.0% 245 -51 -0.39% Q1 2026 May 08, 2026
North Dakota State Investment Board History Reduced 13,109 83 0.0% 0.01% 249 -1,531 -10.46% Q1 2026 May 08, 2026
Savant Capital, LLC History New 12,890 82 0.0% 251 +12,890 New Q1 2026 May 04, 2026
Parallel Advisors, LLC History Added to 12,966 82 0.0% 0.0% 250 +460 3.68% Q1 2026 May 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 12,774 81 0.0% 0.0% 252 -1,876 -12.81% Q1 2026 May 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 12,749 81 0.0% 0.0% 253 +1 0.01% Q1 2026 May 04, 2026
Polymer Capital Management (US) LLC History Reduced 12,642 80 0.01% 0.03% 254 -19,333 -60.46% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 12,405 79 0.0% 0.0% 255 +2,221 21.81% Q1 2026 May 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 12,532 79 0.0% 0.01% 256 +1,900 17.87% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Reduced 12,287 78 0.0% 0.01% 257 -24,240 -66.36% Q1 2026 May 12, 2026
RPG Investment Advisory, LLC History New 12,129 77 0.01% 260 +12,129 New Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History New 12,072 77 0.0% 259 +12,072 New Q1 2026 May 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 12,091 77 0.0% 0.0% 258 -4,683 -27.92% Q1 2026 May 15, 2026
Sowell Financial Services LLC History Reduced 12,032 76 0.0% 0.0% 261 -318 -2.57% Q1 2026 Apr 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 11,845 75 0.0% 0.0% 262 0 0.0% Q1 2026 May 04, 2026
Opal Wealth Advisors, LLC History No change 11,875 75 0.02% 0.03% 263 0 0.0% Q1 2026 Apr 14, 2026
QRG CAPITAL MANAGEMENT, INC. History New 11,570 73 0.0% 264 +11,570 New Q1 2026 Apr 27, 2026
Blueshift Asset Management, LLC History Reduced 10,974 70 0.02% 0.36% 265 -109,165 -90.87% Q1 2026 May 14, 2026
STRS OHIO History Reduced 10,751 68 0.0% 0.0% 266 -16 -0.15% Q1 2026 Apr 24, 2026
Cobblestone Asset Management LLC History New 10,586 67 0.03% 270 +10,586 New Q1 2026 Apr 28, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 10,598 67 0.0% 0.0% 267 -8,452 -44.37% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 10,591 67 0.0% 0.0% 268 +8,384 379.88% Q1 2026 May 15, 2026
Frank, Rimerman Advisors LLC History No change 10,574 67 0.0% 0.01% 269 0 0.0% Q1 2026 Apr 29, 2026
Brooklyn Investment Group History New 10,362 66 0.0% 271 +10,362 New Q1 2026 Apr 29, 2026
Onyx Bridge Wealth Group LLC History New 10,250 65 0.01% 273 +10,250 New Q1 2026 Apr 22, 2026
Vident Advisory, LLC History Reduced 10,312 65 0.0% 0.0% 272 -50 -0.48% Q1 2026 May 14, 2026
SWP FINANCIAL LLC History No change 10,000 63 0.03% 0.05% 274 0 0.0% Q1 2026 Apr 17, 2026
Alteri Wealth LLC History No change 10,000 63 0.02% 0.03% 275 0 0.0% Q1 2026 May 06, 2026
Hilton Head Capital Partners, LLC History Added to 9,687 61 0.03% 0.06% 276 +500 5.44% Q1 2026 Apr 20, 2026
Allworth Financial LP History Added to 9,404 59 0.0% 0.0% 277 +2,029 27.51% Q1 2026 May 14, 2026
COMERICA BANK History No change 5,500 57 0.0% 0.0% 278 0 0.0% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Added to 8,209 52 0.0% 0.0% 279 +1,437 21.22% Q1 2026 May 14, 2026
VESTOR CAPITAL, LLC History Added to 8,000 51 0.0% 0.01% 280 +5,748 255.24% Q1 2026 May 21, 2026
MetLife Investment Management, LLC History Added to 7,368 47 0.0% 0.0% 281 +11 0.15% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 7,335 46 0.0% 0.0% 282 +1,633 28.64% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 7,201 45 0.0% 0.0% 283 -43,699 -85.85% Q1 2026 Apr 30, 2026
MAI Capital Management History Added to 6,394 40 0.0% 0.0% 284 +1,759 37.95% Q1 2026 May 15, 2026
Scarborough Advisors, LLC History Added to 6,075 38 0.0% 0.01% 285 +1 0.02% Q1 2026 May 07, 2026
Raiffeisen Bank International AG History No change 5,668 36 0.0% 0.0% 286 0 0.0% Q1 2026 Apr 24, 2026
Capital Analysts, LLC History No change 5,262 34 0.0% 0.0% 287 0 0.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 5,179 33 0.0% 0.0% 288 -7,619 -59.53% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 5,154 32 0.0% 0.0% 289 +102 2.02% Q1 2026 Apr 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,947 31 0.0% 0.0% 290 +2,675 117.74% Q1 2026 May 15, 2026
NFSG Corp History No change 5,007 31 0.01% 0.01% 291 0 0.0% Q1 2026 May 05, 2026
VSM Wealth Advisory, LLC History Added to 4,704 30 0.01% 0.01% 294 +2,352 100.0% Q1 2026 May 05, 2026
CWM, LLC History Reduced 4,762 30 0.0% 0.0% 292 -1,192 -20.02% Q1 2026 May 14, 2026
LGT Financial Advisors LLC History No change 4,852 30 0.15% 0.31% 293 0 0.0% Q1 2026 Apr 28, 2026
Global Retirement Partners, LLC History No change 2,836 29 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 06, 2026
Spire Wealth Management History Added to 3,650 23 0.0% 0.0% 296 +1,000 37.74% Q1 2026 Apr 22, 2026
State of Wyoming History Reduced 3,341 21 0.0% 0.04% 297 -30,425 -90.11% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History Added to 3,114 19 0.0% 0.0% 298 +950 43.9% Q1 2026 May 12, 2026
Advisory Services Network, LLC History New 2,757 17 0.0% 302 +2,757 New Q1 2026 May 15, 2026
Cornerstone Planning Group LLC History Added to 2,350 17 0.0% 0.0% 300 +1,750 291.67% Q1 2026 May 06, 2026
EverSource Wealth Advisors, LLC History Added to 2,767 17 0.0% 0.0% 299 +1,427 106.49% Q1 2026 May 15, 2026
Glen Eagle Advisors, LLC History No change 2,815 17 0.0% 0.0% 301 0 0.0% Q1 2026 May 15, 2026
NBT BANK N A /NY History Added to 2,508 16 0.0% 0.0% 303 +2,498 24980.0% Q1 2026 Apr 28, 2026
TD Waterhouse Canada Inc. History Added to 2,661 16 0.0% 0.0% 304 +460 20.9% Q1 2026 May 12, 2026
Cassaday & Co Wealth Management LLC History New 2,413 15 0.0% 305 +2,413 New Q1 2026 May 07, 2026
Rockefeller Capital Management L.P. History Reduced 2,217 14 0.0% 0.0% 306 -1,008 -31.26% Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History No change 2,330 14 0.0% 0.0% 307 0 0.0% Q1 2026 May 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,083 13 0.0% 0.0% 310 +207 11.03% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 2,099 13 0.0% 0.0% 308 0 0.0% Q1 2026 May 08, 2026
Indiana Trust & Investment Management Co History No change 2,150 13 0.0% 0.01% 309 0 0.0% Q1 2026 Apr 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,000 12 0.0% 0.0% 311 0 0.0% Q1 2026 May 14, 2026
Spurstone Advisory Services, LLC History No change 1,950 12 0.21% 0.31% 312 0 0.0% Q1 2026 Apr 28, 2026
Caitong International Asset Management Co., Ltd History New 1,769 11 0.0% 315 +1,769 New Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 1,801 11 0.0% 0.0% 313 +75 4.35% Q1 2026 Apr 07, 2026
Union Bancaire Privee, UBP SA History No change 2,000 11 0.0% 0.0% 314 0 0.0% Q1 2026 Apr 22, 2026
CIBC Private Wealth Group LLC History No change 1,000 10 0.0% 0.0% 316 0 0.0% Q4 2025 Feb 12, 2026
CDKV HOLDINGS LLC History No change 1,600 10 0.01% 0.01% 317 0 0.0% Q1 2026 May 01, 2026
B. Riley Wealth Advisors, Inc. History New 70,861 9 0.0% 322 +70,861 New Q1 2026 Apr 24, 2026
Global X Japan Co., Ltd. History Added to 1,437 9 0.0% 0.0% 321 +378 35.69% Q1 2026 Apr 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 1,515 9 0.0% 0.0% 320 +15 1.0% Q1 2026 May 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,445 9 0.0% 0.01% 318 0 0.0% Q1 2026 Apr 14, 2026
Wilmington Savings Fund Society, FSB History No change 1,500 9 0.0% 0.0% 319 0 0.0% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,289 8 0.0% 0.0% 323 +485 60.32% Q1 2026 May 07, 2026
Whipplewood Advisors, LLC History Reduced 1,190 7 0.0% 0.01% 328 -400 -25.16% Q1 2026 Apr 30, 2026
HHM Wealth Advisors, LLC History Reduced 1,215 7 0.0% 0.0% 324 -300 -19.8% Q1 2026 Apr 17, 2026
Avion Wealth History No change 1,121 7 0.0% 0.0% 325 0 0.0% Q1 2026 May 01, 2026
Avalon Trust Co History No change 1,200 7 0.0% 0.0% 326 0 0.0% Q1 2026 May 06, 2026
MTM Investment Management, LLC History No change 1,200 7 0.0% 0.0% 327 0 0.0% Q1 2026 May 06, 2026
Aster Capital Management (DIFC) Ltd History New 1,601 6 0.0% 337 +1,601 New Q1 2026 May 13, 2026
Western Wealth Management, LLC History New 1,020 6 0.0% 336 +1,020 New Q1 2026 May 19, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,000 6 0.0% 0.0% 331 -21 -2.06% Q1 2026 May 01, 2026
EASTERN BANK History No change 975 6 0.0% 0.0% 329 0 0.0% Q1 2026 Apr 07, 2026
Kozak & Associates, Inc. History No change 1,000 6 0.0% 0.0% 330 0 0.0% Q1 2026 Apr 14, 2026
Orion Capital Management LLC History No change 1,000 6 0.0% 0.0% 332 0 0.0% Q1 2026 May 14, 2026
REAP Financial Group, LLC History No change 1,000 6 0.0% 0.0% 333 0 0.0% Q1 2026 May 11, 2026
Noble Wealth Management PBC History No change 1,000 6 0.0% 0.01% 334 0 0.0% Q1 2026 Apr 02, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 958 6 0.0% 0.01% 335 0 0.0% Q1 2026 May 14, 2026
Capital Advisors, Ltd. LLC History New 802 5 0.0% 344 +802 New Q1 2026 Apr 16, 2026
Covestor Ltd History Reduced 798 5 0.0% 0.01% 343 -632 -44.2% Q1 2026 May 05, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 901 5 0.0% 0.0% 340 -200 -18.17% Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 850 5 0.0% 0.0% 338 -16 -1.85% Q1 2026 May 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 892 5 0.0% 0.0% 339 0 0.0% Q1 2026 Apr 15, 2026
Pinnacle Wealth Planning Services, Inc. History No change 849 5 0.0% 0.0% 341 0 0.0% Q1 2026 May 11, 2026
WOLFF WIESE MAGANA LLC History No change 850 5 0.0% 0.0% 342 0 0.0% Q1 2026 Apr 13, 2026
FIFTH THIRD BANCORP History New 783 4 0.0% 350 +783 New Q1 2026 May 01, 2026
Ascentis Independent Advisors History New 653 4 0.0% 351 +653 New Q1 2026 Apr 28, 2026
Quent Capital, LLC History Added to 779 4 0.0% 0.0% 346 +102 15.07% Q1 2026 Apr 28, 2026
HM PAYSON & CO History No change 672 4 0.0% 0.0% 345 0 0.0% Q1 2026 Apr 13, 2026
Stephens Consulting, LLC History No change 411 4 0.0% 0.0% 347 0 0.0% Q4 2025 Jan 13, 2026
Smartleaf Asset Management LLC History No change 774 4 0.0% 0.0% 348 0 0.0% Q1 2026 May 15, 2026
Prudent Man Investment Management, Inc. History No change 470 4 0.0% 0.0% 349 0 0.0% Q1 2026 May 04, 2026
Main Street Group, LTD History New 610 3 0.0% 361 +610 New Q1 2026 May 06, 2026
Blue Trust, Inc. History Added to 504 3 0.0% 0.0% 357 +174 52.73% Q1 2026 Apr 20, 2026
FEDERATED HERMES, INC. History Reduced 599 3 0.0% 0.0% 353 -106 -15.04% Q1 2026 May 11, 2026
Bell Investment Advisors, Inc History Added to 506 3 0.0% 0.0% 358 +72 16.59% Q1 2026 Apr 17, 2026
CENTRAL TRUST Co History No change 500 3 0.0% 0.0% 352 0 0.0% Q1 2026 Apr 17, 2026
CX Institutional History No change 416 3 0.0% 0.0% 354 0 0.0% Q1 2026 Apr 06, 2026
Addison Advisors LLC History No change 570 3 0.0% 0.0% 355 0 0.0% Q1 2026 May 08, 2026
SITTNER & NELSON, LLC History No change 500 3 0.0% 0.0% 356 0 0.0% Q1 2026 May 11, 2026
SWAN Capital LLC History No change 600 3 0.0% 0.0% 359 0 0.0% Q1 2026 May 14, 2026
AMERIFLEX GROUP, INC. History No change 500 3 0.0% 0.0% 360 0 0.0% Q1 2026 May 15, 2026
CoreCap Advisors, LLC History Reduced 343 2 0.0% 0.0% 368 -3,550 -91.19% Q1 2026 Apr 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 330 2 0.0% 0.0% 362 -2,000 -85.84% Q1 2026 May 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 368 2 0.0% 371 +368 New Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 321 2 0.0% 370 +321 New Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 357 2 0.0% 0.0% 363 -92 -20.49% Q1 2026 Apr 13, 2026
MCF Advisors LLC History No change 400 2 0.0% 0.0% 364 0 0.0% Q1 2026 May 11, 2026
Hurley Capital, LLC History No change 371 2 0.0% 0.0% 365 0 0.0% Q1 2026 May 06, 2026
BFSG, LLC History No change 335 2 0.0% 0.0% 366 0 0.0% Q1 2026 Apr 28, 2026
Costello Asset Management, INC History No change 328 2 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 30, 2026
CURIO WEALTH, LLC History No change 446 2 0.0% 0.0% 369 0 0.0% Q1 2026 May 11, 2026
Medallion Wealth Advisors, LLC History Reduced 199 1 0.0% 0.0% 392 -814 -80.36% Q1 2026 Apr 24, 2026
Root Financial Partners, LLC History Reduced 271 1 0.0% 0.0% 384 -683 -71.59% Q1 2026 Apr 24, 2026
Dogwood Wealth Management LLC History Reduced 169 1 0.0% 0.0% 387 -282 -62.53% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Reduced 200 1 0.0% 0.0% 372 -235 -54.02% Q1 2026 May 06, 2026
BOKF, NA History New 213 1 0.0% 393 +213 New Q1 2026 May 08, 2026
Parkside Financial Bank & Trust History Reduced 287 1 0.0% 0.0% 373 -182 -38.81% Q1 2026 May 13, 2026
Bare Financial Services, Inc History Reduced 200 1 0.0% 0.0% 386 -19 -8.68% Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 185 1 0.0% 0.0% 375 -8 -4.15% Q1 2026 Apr 13, 2026
Anchor Investment Management, LLC History No change 250 1 0.0% 0.0% 374 0 0.0% Q1 2026 May 01, 2026
Sawyer & Company, Inc History No change 265 1 0.0% 0.0% 376 0 0.0% Q1 2026 Apr 23, 2026
Vermillion Wealth Management, Inc. History No change 214 1 0.0% 0.0% 377 0 0.0% Q1 2026 Apr 17, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 209 1 0.0% 0.0% 378 0 0.0% Q1 2026 Apr 24, 2026
N.E.W. Advisory Services LLC History No change 272 1 0.0% 0.0% 379 0 0.0% Q1 2026 May 04, 2026
Center for Financial Planning, Inc. History No change 219 1 0.0% 0.0% 380 0 0.0% Q1 2026 May 04, 2026
Financial Avengers, Inc. History No change 200 1 0.0% 0.0% 381 0 0.0% Q1 2026 May 19, 2026
Western Pacific Wealth Management, LP History No change 200 1 0.0% 0.0% 382 0 0.0% Q1 2026 Apr 17, 2026
Signature Resources Capital Management, LLC History No change 200 1 0.0% 0.0% 383 0 0.0% Q1 2026 May 01, 2026
ORG Partners LLC History No change 104 1 0.0% 0.0% 385 0 0.0% Q4 2025 Jan 14, 2026
Vision Retirement, LLC History No change 239 1 0.0% 0.0% 388 0 0.0% Q1 2026 May 07, 2026
Aventura Private Wealth, LLC History No change 200 1 0.0% 0.0% 389 0 0.0% Q1 2026 May 05, 2026
Holos Integrated Wealth LLC History No change 166 1 0.0% 0.0% 390 0 0.0% Q1 2026 Apr 08, 2026
Provenance Wealth Advisors, LLC History No change 300 1 0.0% 0.0% 391 0 0.0% Q1 2026 Apr 20, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.11% -500,000 -100.0% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.03% -429,473 -100.0% Q1 2026 Apr 14, 2026
Trexquant Investment LP History Closed out 0 0 0.04% -413,625 -100.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -336,121 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.13% -315,454 -100.0% Q1 2026 May 14, 2026
Caption Management, LLC History Closed out 0 0 0.02% -242,100 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -211,280 -100.0% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -161,150 -100.0% Q1 2026 May 07, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.03% -128,329 -100.0% Q1 2026 Apr 27, 2026
Centiva Capital, LP History Closed out 0 0 0.01% -100,000 -100.0% Q1 2026 May 14, 2026
ALPS ADVISORS INC History Closed out 0 0 0.01% -89,242 -100.0% Q1 2026 May 08, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.04% -60,925 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -58,248 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -52,900 -100.0% Q1 2026 May 14, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.22% -52,643 -100.0% Q1 2026 May 15, 2026
WEST MICHIGAN ADVISORS, LLC History Closed out 0 0 0.09% -39,112 -100.0% Q1 2026 May 05, 2026
GC Wealth Management RIA, LLC History Closed out 0 0 0.01% -39,019 -100.0% Q1 2026 May 14, 2026
Adams Wealth Management History Closed out 0 0 0.07% -31,344 -100.0% Q1 2026 May 11, 2026
CacheTech Inc. History Closed out 0 0 0.06% -31,344 -100.0% Q1 2026 May 11, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -30,382 -100.0% Q1 2026 May 14, 2026
Alphadyne Asset Management LP History Closed out 0 0 0.01% -29,000 -100.0% Q1 2026 May 15, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -27,248 -100.0% Q1 2026 May 14, 2026
Atom Investors LP History Closed out 0 0 0.02% -24,315 -100.0% Q1 2026 May 15, 2026
CMC Financial Group History Closed out 0 0 0.44% -23,459 -100.0% Q1 2026 May 08, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -22,170 -100.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -21,834 -100.0% Q1 2026 May 08, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 0.01% -21,829 -100.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History Closed out 0 0 0.0% -21,262 -100.0% Q1 2026 May 13, 2026
Inspire Advisors, LLC History Closed out 0 0 0.02% -20,738 -100.0% Q1 2026 May 15, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.05% -19,329 -100.0% Q1 2026 May 15, 2026
Sovereign Financial Group, Inc. History Closed out 0 0 0.03% -18,194 -100.0% Q1 2026 Apr 17, 2026
EFG International AG History Reduced 145 0 0.0% -17,820 -99.19% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -17,778 -100.0% Q1 2026 Apr 23, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.01% -17,665 -100.0% Q1 2026 May 15, 2026
Freestone Grove Partners LP History Closed out 0 0 0.0% -17,134 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.01% -16,965 -100.0% Q1 2026 May 12, 2026
Weiss Asset Management LP History Closed out 0 0 0.0% -15,398 -100.0% Q1 2026 May 15, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -14,556 -100.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -13,620 -100.0% Q1 2026 Apr 30, 2026
ClearAlpha Technologies LP History Closed out 0 0 0.38% -12,795 -100.0% Q1 2026 May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -12,619 -100.0% Q1 2026 Apr 28, 2026
Venture Visionary Partners LLC History Closed out 0 0 0.0% -12,011 -100.0% Q1 2026 May 14, 2026
R Squared Ltd History Closed out 0 0 0.06% -11,802 -100.0% Q1 2026 Apr 29, 2026
Three Seasons Wealth, LLC History Closed out 0 0 0.01% -11,490 -100.0% Q1 2026 May 05, 2026
Inspire Investing, LLC History Closed out 0 0 0.01% -10,544 -100.0% Q1 2026 Apr 23, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -10,173 -100.0% Q1 2026 Apr 23, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Closed out 0 0 0.02% -10,085 -100.0% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -10,061 -100.0% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 13, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -6,522 -100.0% Q1 2026 May 07, 2026
Twin Tree Management, LP History Closed out 0 0 0.0% -6,138 -100.0% Q1 2026 May 14, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -4,600 -100.0% Q1 2026 May 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,729 -100.0% Q1 2026 May 13, 2026
ALBION FINANCIAL GROUP /UT History Closed out 0 0 0.0% -3,000 -100.0% Q1 2026 Apr 27, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.0% -2,445 -100.0% Q1 2026 May 01, 2026
CANNELL CAPITAL LLC History Closed out 0 0 1.13% -2,234 -100.0% Q1 2026 May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 0.0% -1,500 -100.0% Q1 2026 May 13, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.01% -1,350 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 0.0% -1,157 -100.0% Q1 2026 May 15, 2026
Erste Asset Management GmbH History Closed out 0 0 0.0% -900 -100.0% Q1 2026 May 11, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.0% -491 -100.0% Q1 2026 May 15, 2026
Colonial Trust Advisors History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 12, 2026
VALLEY NATIONAL ADVISERS INC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 Apr 15, 2026
Ritter Daniher Financial Advisory LLC / DE History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 06, 2026
Fortitude Family Office, LLC History Reduced 16 0 0.0% -242 -93.8% Q1 2026 Apr 15, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 6 0 0.0% -232 -97.48% Q1 2026 Apr 08, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 04, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 0.0% -180 -100.0% Q1 2026 Apr 16, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 0.0% -136 -100.0% Q1 2026 May 15, 2026
Clearstead Trust, LLC History Closed out 0 0 0.0% -130 -100.0% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 125 0 +125 New Q1 2026 May 08, 2026
Ankerstar Wealth, LLC History Reduced 100 0 0.0% -95 -48.72% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1 0 -85 -98.84% Q1 2026 Apr 20, 2026
Philadelphia Investment Partners, LLC History New 75 0 +75 New Q1 2026 May 05, 2026
Strategic Advocates LLC History Closed out 0 0 -60 -100.0% Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History New 52 0 +52 New Q1 2026 Apr 29, 2026
Crews Bank & Trust History New 50 0 +50 New Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History Closed out 0 0 -50 -100.0% Q1 2026 May 12, 2026
FNY Investment Advisers, LLC History Closed out 0 0 -50 -100.0% Q1 2026 Apr 15, 2026
Essential Partners LLC History Closed out 0 0 -50 -100.0% Q1 2026 May 21, 2026
LRI Investments, LLC History Closed out 0 0 -48 -100.0% Q1 2026 Apr 30, 2026
SouthState Bank Corp History Closed out 0 0 -40 -100.0% Q1 2026 May 05, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -34 -100.0% Q1 2026 May 12, 2026
UMB Bank, n.a. History Added to 50 0 +32 177.78% Q1 2026 May 11, 2026
CVA Family Office, LLC History Closed out 0 0 -31 -100.0% Q1 2026 Apr 29, 2026
GILL CAPITAL PARTNERS, LLC History New 30 0 +30 New Q1 2026 Apr 13, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1 0 -28 -96.55% Q1 2026 Apr 08, 2026
Navalign, LLC History Closed out 0 0 -25 -100.0% Q1 2026 Apr 29, 2026
ASSETMARK, INC History Added to 44 0 +21 91.3% Q1 2026 May 06, 2026
KERR FINANCIAL PLANNING Corp History Reduced 125 0 0.0% -20 -13.79% Q1 2026 Apr 29, 2026
Retirement Wealth Solutions LLC History New 18 0 +18 New Q1 2026 Apr 07, 2026
Concord Wealth Partners History Closed out 0 0 -18 -100.0% Q1 2026 May 01, 2026
SJS Investment Consulting Inc. History Reduced 5 0 -17 -77.27% Q1 2026 Apr 23, 2026
Cornerstone Financial Management LLC History Reduced 1 0 -16 -94.12% Q1 2026 May 08, 2026
Abound Wealth Management History New 16 0 +16 New Q1 2026 Apr 10, 2026
Rialto Wealth Management, LLC History Reduced 3 0 -13 -81.25% Q1 2026 May 14, 2026
DecisionPoint Financial, LLC History New 13 0 +13 New Q1 2026 May 06, 2026
IMA Advisory Services, Inc. History Reduced 77 0 -11 -12.5% Q1 2026 May 06, 2026
Ascentis Wealth Management, LLC History Reduced 30 0 -10 -25.0% Q1 2026 Apr 28, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 15, 2026
HFM Investment Advisors, LLC History Reduced 2 0 -5 -71.43% Q1 2026 May 01, 2026
Bay Harbor Wealth Management, LLC History Reduced 3 0 -3 -50.0% Q1 2026 Apr 14, 2026
Clearstead Advisors, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 04, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 98 0 0.0% +1 1.03% Q1 2026 Apr 30, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 125 0 0.0% 0 0.0% Q1 2026 May 05, 2026
North Star Investment Management Corp. History No change 27 0 0 0.0% Q1 2026 Apr 23, 2026
AdvisorNet Financial, Inc History No change 34 0 0 0.0% Q1 2026 Apr 17, 2026
KELLEHER FINANCIAL ADVISORS History No change 31 0 0 0.0% Q1 2026 May 08, 2026
Winch Advisory Services, LLC History No change 117 0 0.0% 0 0.0% Q1 2026 Apr 30, 2026
CKW FINANCIAL GROUP History No change 50 0 0.0% 0 0.0% Q1 2026 May 06, 2026
Triumph Capital Management History No change 20 0 0 0.0% Q1 2026 May 13, 2026
Sound Income Strategies, LLC History No change 110 0 0.0% 0 0.0% Q1 2026 Apr 27, 2026
HOEY INVESTMENTS, INC History No change 5 0 0 0.0% Q1 2026 Apr 28, 2026
SHP Wealth Management History No change 50 0 0 0.0% Q1 2026 May 08, 2026
IAG Wealth Partners, LLC History No change 80 0 0 0.0% Q1 2026 Apr 29, 2026
Bradley & Co. Private Wealth Management, LLC History No change 10 0 0 0.0% Q1 2026 May 13, 2026
Atlantic Private Wealth, LLC History No change 35 0 0 0.0% Q1 2026 May 08, 2026
Missouri Trust & Investment Co History No change 90 0 0 0.0% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 58 0 0 0.0% Q4 2025 Feb 17, 2026
Strengthening Families & Communities, LLC History No change 33 0 0 0.0% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 40 0 0 0.0% Q1 2026 Apr 10, 2026
Dunhill Financial, LLC History No change 8 0 0 0.0% Q1 2026 May 06, 2026
Nemes Rush Group LLC History No change 74 0 0 0.0% Q1 2026 Apr 21, 2026
SYNTAX RESEARCH, INC. History No change 150 0 0.0% 0 0.0% Q1 2026 Apr 24, 2026
Sachetta, LLC History No change 140 0 0.0% 0 0.0% Q1 2026 May 01, 2026
Gen-Wealth Partners Inc History No change 100 0 0.0% 0 0.0% Q1 2026 May 08, 2026
Murphy & Mullick Capital Management Corp History No change 50 0 0 0.0% Q1 2026 Apr 17, 2026
Rossby Financial, LCC History No change 15 0 0 0.0% Q1 2026 May 11, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 40 0 0 0.0% Q1 2026 May 12, 2026
Fourth Dimension Wealth, LLC History No change 100 0 0.0% 0 0.0% Q1 2026 May 11, 2026
Torren Management, LLC History No change 31 0 0 0.0% Q1 2026 Apr 30, 2026
Signature Equity Partners, LLC History No change 42 0 0 0.0% Q1 2026 May 13, 2026