RESIDEO TECHNOLOGIES, INC. - REZI

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 20,468,769 690,002 0.01% 0.01% 1 +23,086 0.11% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 14,649,947 514,506 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
Clayton, Dubilier & Rice, LLC History No change 14,976,142 504,845 94.1% 88.4% 3 0 0.0% Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 7,787,434 262,504 0.05% 0.06% 4 +64,613 0.84% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 7,520,585 253,518 0.01% 5 +7,520,585 New Q1 2026 May 08, 2026
ARIEL INVESTMENTS, LLC History Reduced 6,078,851 204,918 2.29% 2.32% 6 -42,365 -0.69% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 5,856,182 197,411 0.0% 7 +5,856,182 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 5,556,735 187,317 0.01% 0.01% 8 +40,024 0.73% Q1 2026 May 15, 2026
Boston Partners History Reduced 5,234,163 176,468 0.18% 0.2% 9 -284,020 -5.15% Q1 2026 May 11, 2026
Neuberger Berman Group LLC History Added to 4,334,659 145,901 0.11% 0.11% 10 +40,077 0.93% Q1 2026 May 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 3,947,596 133,073 0.45% 0.5% 11 -167,674 -4.07% Q1 2026 May 14, 2026
FMR LLC History Added to 3,505,266 118,162 0.01% 0.0% 12 +2,091,271 147.9% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,259,915 109,912 0.01% 0.01% 13 +96,242 3.04% Q1 2026 May 15, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Added to 3,162,409 106,604 2.7% 2.25% 14 +512,718 19.35% Q1 2026 May 15, 2026
Swedbank AB History Added to 2,665,123 89,841 0.09% 0.08% 15 +318,204 13.56% Q1 2026 Apr 29, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,069,509 69,763 0.04% 0.04% 16 +71,092 3.56% Q1 2026 May 14, 2026
Permian Investment Partners, LP History Reduced 1,928,882 65,022 7.19% 9.84% 17 -545,618 -22.05% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 1,716,567 57,865 0.0% 0.0% 18 +552,369 47.45% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,702,832 57,402 0.01% 0.01% 19 +52,354 3.17% Q1 2026 May 14, 2026
GOLDENTREE ASSET MANAGEMENT LP History Added to 1,691,343 56,926 3.37% 2.42% 20 +417,854 32.81% Q1 2026 May 14, 2026
NORGES BANK History No change 1,596,217 56,059 0.01% 0.01% 21 0 0.0% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,633,639 55,069 0.01% 0.01% 22 -67,296 -3.96% Q1 2026 May 15, 2026
DME Capital Management, LP History New 1,574,950 53,091 1.66% 23 +1,574,950 New Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 1,504,745 50,724 0.03% 0.01% 24 +789,349 110.34% Q1 2026 May 15, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 1,377,030 46,419 0.15% 0.14% 25 +4,405 0.32% Q1 2026 Apr 24, 2026
Invesco Ltd. History Added to 1,201,965 40,518 0.01% 0.0% 26 +677,440 129.15% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Added to 1,175,732 39,633 0.05% 0.0% 27 +1,149,532 4387.53% Q1 2026 May 15, 2026
Pembroke Management, LTD History Reduced 1,115,129 37,590 5.44% 5.24% 28 -329,703 -22.82% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Reduced 1,082,303 36,484 0.01% 0.02% 29 -1,778,005 -62.16% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 1,027,572 34,639 0.01% 0.01% 30 -301,946 -22.71% Q1 2026 Apr 30, 2026
Fisher Asset Management, LLC History Reduced 1,025,835 34,580 0.01% 0.01% 31 -46,496 -4.34% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 935,107 31,522 0.0% 0.0% 32 +72,677 8.43% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 878,815 29,624 0.01% 33 +878,815 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 866,365 29,205 0.01% 0.01% 34 -34,135 -3.79% Q1 2026 May 05, 2026
Clearbridge Investments, LLC History Reduced 836,709 28,205 0.02% 0.03% 35 -263,111 -23.92% Q1 2026 May 13, 2026
Global Alpha Capital Management Ltd. History Added to 826,852 27,873 1.68% 1.28% 36 +231,052 38.78% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Reduced 732,633 23,905 0.0% 0.0% 37 -161,051 -18.02% Q1 2026 May 13, 2026
UBS Group AG History Added to 674,673 22,743 0.0% 0.0% 38 +376,800 126.5% Q1 2026 May 05, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 669,055 22,553 0.01% 0.01% 39 +12,959 1.98% Q1 2026 May 04, 2026
GOLDMAN SACHS GROUP INC History Reduced 608,799 20,522 0.0% 0.0% 40 -231,270 -27.53% Q1 2026 May 15, 2026
Alpha Wave Global, LP History Added to 603,395 20,340 2.57% 2.0% 41 +139,312 30.02% Q1 2026 May 14, 2026
BEACONLIGHT CAPITAL, LLC History Reduced 594,234 20,031 10.55% 14.22% 42 -99,077 -14.29% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 581,897 19,615 0.0% 0.0% 43 +571,197 5338.29% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 578,606 19,504 0.0% 0.0% 44 -37,746 -6.12% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 538,787 18,162 0.18% 0.19% 45 +10,631 2.01% Q1 2026 May 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 508,083 17,127 0.01% 0.01% 46 -22,808 -4.3% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 493,720 16,643 0.06% 0.06% 47 +3,251 0.66% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 492,797 16,612 0.05% 0.06% 48 +16,044 3.37% Q1 2026 May 13, 2026
J. Goldman & Co LP History Added to 431,510 14,546 0.42% 0.3% 49 +108,301 33.51% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Reduced 414,135 13,960 0.02% 0.02% 50 -14,675 -3.42% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 404,890 13,648 0.0% 0.0% 51 -61,682 -13.22% Q1 2026 May 11, 2026
Medina Value Partners, LLC History New 398,658 13,438 2.81% 52 +398,658 New Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Added to 394,146 13,286 0.0% 0.0% 53 +61,885 18.63% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 389,181 13,119 0.01% 0.01% 54 +4,965 1.29% Q1 2026 May 12, 2026
GABELLI FUNDS LLC History Reduced 363,675 12,259 0.08% 0.11% 55 -92,355 -20.25% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 362,449 12,218 0.0% 0.0% 56 +1,047 0.29% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 358,583 12,087 0.0% 0.0% 57 +6,450 1.83% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 335,522 11,310 0.01% 0.01% 58 -24,850 -6.9% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 322,901 10,884 0.0% 0.0% 59 -31,392 -8.86% Q1 2026 May 08, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 319,695 10,776 0.11% 0.12% 60 -44,444 -12.21% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 314,845 10,613 0.01% 0.01% 61 +55,535 21.42% Q1 2026 Apr 16, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 311,505 10,500 0.13% 0.12% 62 -1,613 -0.52% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History New 299,622 10,100 0.01% 63 +299,622 New Q1 2026 May 15, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 281,842 9,500 0.05% 0.07% 64 +39,457 16.28% Q1 2026 May 12, 2026
Swiss National Bank History Added to 266,600 8,987 0.01% 0.01% 65 +2,700 1.02% Q1 2026 May 07, 2026
AYAL Capital Advisors Ltd History Added to 250,000 8,427 2.28% 1.72% 66 +109,160 77.51% Q1 2026 May 15, 2026
Steamboat Capital Partners, LLC History Reduced 248,721 8,384 2.08% 2.89% 67 -51,377 -17.12% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 243,365 8,203 0.03% 0.03% 68 +14,388 6.28% Q1 2026 May 13, 2026
Man Group plc History Added to 242,614 8,178 0.01% 0.0% 69 +184,845 319.97% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 234,388 7,901 0.02% 0.02% 70 -11,202 -4.56% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 234,202 7,894 0.01% 0.01% 71 +23,680 11.25% Q1 2026 May 13, 2026
Atom Investors LP History Added to 229,613 7,740 0.55% 0.38% 72 +94,056 69.38% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 206,259 6,952 0.02% 0.02% 73 -12,763 -5.83% Q1 2026 May 15, 2026
Blue Door Asset Management, LLC History New 206,175 6,950 4.38% 74 +206,175 New Q1 2026 May 15, 2026
AMJ Financial Wealth Management History Added to 187,788 6,330 1.49% 1.22% 75 +41,050 27.98% Q1 2026 May 08, 2026
NATIXIS ADVISORS, LLC History Reduced 187,551 6,322 0.01% 0.01% 76 -34,080 -15.38% Q1 2026 May 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 183,801 6,195 0.0% 0.0% 77 -13,123 -6.66% Q1 2026 May 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 178,332 6,011 0.01% 0.01% 78 +90,448 102.92% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 166,625 5,616 0.01% 0.01% 79 -142,949 -46.18% Q1 2026 May 13, 2026
Intrinsic Edge Capital Management LLC History No change 162,408 5,474 0.91% 1.02% 80 0 0.0% Q1 2026 May 18, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 157,600 5,312 0.64% 0.5% 81 0 0.0% Q1 2026 May 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 155,587 5,244 0.01% 0.0% 82 +28,327 22.26% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 155,438 5,239 0.17% 0.15% 83 +7,176 4.84% Q1 2026 May 18, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 154,156 5,196 0.07% 0.07% 84 +16,226 11.76% Q1 2026 May 22, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 146,798 5,155 0.0% 0.0% 85 -55,844 -27.56% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 150,722 5,082 0.0% 0.0% 86 +23,057 18.06% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 147,830 4,983 0.0% 0.0% 87 -19,604 -11.71% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 147,286 4,965 0.01% 0.01% 88 -30,771 -17.28% Q1 2026 Apr 27, 2026
Trexquant Investment LP History New 142,627 4,807 0.03% 89 +142,627 New Q1 2026 May 15, 2026
Dana Investment Advisors, Inc. History Reduced 139,291 4,695 0.14% 0.14% 90 -1,477 -1.05% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Reduced 136,974 4,617 0.0% 0.01% 91 -19,417 -12.42% Q1 2026 May 08, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 131,643 4,437 0.01% 0.0% 92 +131,456 70297.33% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 126,826 4,275 0.0% 0.0% 93 +53,507 72.98% Q1 2026 May 11, 2026
SEI INVESTMENTS CO History Added to 125,903 4,244 0.0% 0.0% 94 +21,583 20.69% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 122,855 4,141 0.0% 0.0% 95 +602 0.49% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 120,427 4,059 0.0% 0.0% 96 +36,600 43.66% Q1 2026 May 04, 2026
CANADA LIFE ASSURANCE Co History Reduced 118,339 3,992 0.01% 0.01% 97 -5,790 -4.66% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 117,762 3,969 0.0% 98 +117,762 New Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 117,659 3,919 0.0% 0.0% 99 +116,187 7893.14% Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Reduced 112,923 3,806 0.18% 0.18% 100 -4,281 -3.65% Q1 2026 May 11, 2026
ALGERT GLOBAL LLC History Added to 103,970 3,505 0.05% 0.03% 101 +43,520 71.99% Q1 2026 May 14, 2026
Creative Planning History Added to 103,097 3,475 0.0% 0.0% 102 +4,303 4.36% Q1 2026 May 12, 2026
Verition Fund Management LLC History Reduced 101,582 3,424 0.02% 0.02% 103 -24,018 -19.12% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 99,033 3,338 0.03% 0.04% 104 -16,122 -14.0% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Added to 98,948 3,335 0.01% 0.0% 105 +54,390 122.07% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 96,153 3,241 0.25% 0.05% 106 +75,627 368.44% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 91,936 3,099 0.01% 0.01% 107 -2,708 -2.86% Q1 2026 May 01, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 90,300 3,044 0.09% 0.09% 108 -2,375 -2.56% Q1 2026 Apr 24, 2026
Amundi History Added to 89,997 3,033 0.0% 0.0% 109 +4,856 5.7% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 89,770 3,026 0.0% 110 +89,770 New Q1 2026 May 15, 2026
Clearline Capital LP History Reduced 88,795 2,993 0.16% 0.42% 111 -155,639 -63.67% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History New 88,789 2,993 0.31% 112 +88,789 New Q1 2026 May 15, 2026
Linden Thomas Advisory Services, LLC History Added to 88,079 2,969 0.29% 0.16% 113 +43,398 97.13% Q1 2026 Apr 10, 2026
COMERICA BANK History No change 81,828 2,873 0.01% 0.01% 114 0 0.0% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 84,726 2,856 0.01% 0.0% 115 +83,311 5887.7% Q1 2026 May 01, 2026
Illinois Municipal Retirement Fund History Added to 78,339 2,640 0.03% 0.03% 116 +9,091 13.13% Q1 2026 May 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 76,825 2,589 0.0% 0.0% 117 -12,972 -14.45% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Reduced 75,267 2,537 0.03% 0.03% 118 -2,141 -2.77% Q1 2026 Apr 20, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 74,110 2,498 0.02% 0.02% 119 +12,145 19.6% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 73,628 2,482 0.02% 0.03% 121 -45,962 -38.43% Q1 2026 Apr 14, 2026
Tweedy, Browne Co LLC History Added to 73,628 2,482 0.2% 0.13% 120 +26,943 57.71% Q1 2026 May 06, 2026
MetLife Investment Management, LLC History Reduced 70,390 2,372 0.01% 0.01% 122 -780 -1.1% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 69,912 2,356 0.01% 0.0% 123 +16,122 29.97% Q1 2026 May 15, 2026
MILLER VALUE PARTNERS, LLC History New 69,762 2,351 0.61% 124 +69,762 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 67,563 2,277 0.0% 0.0% 125 +46,000 213.33% Q1 2026 May 11, 2026
CSM Advisors, LLC History Reduced 67,124 2,262 0.06% 0.12% 126 -56,522 -45.71% Q1 2026 May 15, 2026
VARCOV Co. History New 66,451 2,240 0.84% 127 +66,451 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 64,209 2,164 0.0% 128 +64,209 New Q1 2026 May 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 64,112 2,161 0.0% 0.0% 129 +1,326 2.11% Q1 2026 May 15, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 63,319 2,134 0.09% 0.1% 130 0 0.0% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History Reduced 62,245 2,098 0.01% 0.01% 131 -10,844 -14.84% Q1 2026 May 05, 2026
Louisiana State Employees Retirement System History Reduced 61,100 2,059 0.04% 0.04% 132 -2,000 -3.17% Q1 2026 Apr 20, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 60,656 2,045 0.17% 0.13% 133 +13,471 28.55% Q1 2026 Apr 28, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History Added to 58,300 1,965 0.13% 0.11% 134 +13,000 28.7% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 57,500 1,938 0.0% 0.0% 135 0 0.0% Q1 2026 May 18, 2026
Aquatic Capital Management LLC History New 57,437 1,936 0.06% 136 +57,437 New Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Added to 56,000 1,888 0.01% 0.01% 137 +900 1.63% Q1 2026 Apr 28, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 54,400 1,833 0.0% 0.02% 138 -962,223 -94.65% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 54,120 1,824 0.0% 0.0% 139 -186,450 -77.5% Q1 2026 May 14, 2026
Anson Funds Management LP History Reduced 51,113 1,723 0.15% 0.3% 140 -38,887 -43.21% Q1 2026 May 14, 2026
De Lisle Partners LLP History No change 51,000 1,718 0.21% 0.23% 141 0 0.0% Q1 2026 May 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 50,896 1,715 0.02% 0.03% 142 -2,800 -5.21% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 50,832 1,706 0.0% 0.0% 143 +44,135 659.03% Q1 2026 Apr 30, 2026
Ionic Capital Management LLC History New 46,000 1,550 0.11% 144 +46,000 New Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 44,413 1,497 0.0% 145 +44,413 New Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 43,848 1,478 0.0% 0.0% 146 +212 0.49% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 40,871 1,377 0.0% 0.0% 147 0 0.0% Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 40,736 1,373 0.0% 0.0% 148 0 0.0% Q1 2026 May 06, 2026
Quinn Opportunity Partners LLC History Reduced 40,500 1,365 0.07% 0.13% 149 -45,372 -52.84% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 40,170 1,354 0.02% 0.02% 150 -500 -1.23% Q1 2026 Apr 24, 2026
CREDIT AGRICOLE S A History Reduced 40,100 1,351 0.0% 0.0% 151 -5,900 -12.83% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History New 39,867 1,344 0.08% 152 +39,867 New Q1 2026 May 08, 2026
Corient Private Wealth LLC History Added to 39,367 1,326 0.0% 0.0% 153 +6,565 20.01% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 39,211 1,322 0.01% 0.01% 154 -313 -0.79% Q1 2026 May 08, 2026
Equitable Holdings, Inc. History New 37,516 1,317 0.01% 155 +37,516 New Q1 2026 May 15, 2026
XTX Topco Ltd History New 38,682 1,303 0.02% 156 +38,682 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 38,573 1,300 0.0% 0.0% 157 -12,515 -24.5% Q1 2026 May 12, 2026
STRS OHIO History No change 37,300 1,257 0.0% 0.0% 158 0 0.0% Q1 2026 Apr 24, 2026
State of Wyoming History Added to 37,048 1,248 0.15% 0.08% 159 +15,882 75.04% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 36,993 1,247 0.01% 0.01% 160 -1,267 -3.31% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,691 1,169 0.01% 0.01% 161 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 34,373 1,158 0.0% 162 +34,373 New Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 34,062 1,148 0.01% 0.01% 164 -37 -0.11% Q1 2026 May 01, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 34,063 1,148 0.01% 0.01% 163 0 0.0% Q1 2026 May 04, 2026
CITIGROUP INC History Reduced 32,667 1,101 0.0% 0.0% 165 -109,789 -77.07% Q1 2026 May 11, 2026
LPL Financial LLC History Reduced 32,317 1,089 0.0% 0.0% 166 -4,439 -12.08% Q1 2026 May 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 31,495 1,061 0.01% 0.01% 167 0 0.0% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 30,310 1,021 0.0% 0.0% 168 0 0.0% Q1 2026 May 15, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History No change 30,000 1,011 0.13% 0.13% 169 0 0.0% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History Added to 29,700 1,001 0.0% 0.0% 170 +1,200 4.21% Q1 2026 Apr 29, 2026
Nilsine Partners, LLC History Added to 24,595 996 0.08% 0.06% 171 +3,592 17.1% Q1 2026 Apr 29, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 30,519 995 0.17% 0.13% 172 +6,587 27.52% Q1 2026 May 12, 2026
CastleKnight Management LP History No change 29,300 987 0.02% 0.02% 173 0 0.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History New 28,612 964 0.01% 174 +28,612 New Q1 2026 May 15, 2026
Tidal Investments LLC History Reduced 28,491 960 0.0% 0.0% 175 -6,999 -19.72% Q1 2026 May 15, 2026
Concentric Capital Strategies, LP History Reduced 27,837 938 0.08% 0.17% 176 -73,081 -72.42% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 27,219 917 0.08% 177 +27,219 New Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 26,794 903 0.01% 0.03% 178 -27,911 -51.02% Q1 2026 May 01, 2026
Diversified Trust Co History Added to 26,342 887 0.02% 0.01% 179 +3,316 14.4% Q1 2026 Apr 16, 2026
Counterpoint Mutual Funds LLC History New 24,886 838 0.13% 180 +24,886 New Q1 2026 Apr 27, 2026
BAILARD, INC. History Added to 22,342 753 0.02% 0.02% 181 +1,400 6.69% Q1 2026 May 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 22,206 748 0.0% 0.0% 182 -880 -3.81% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 21,961 740 0.0% 0.0% 183 +13,819 169.72% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 21,929 739 0.0% 0.0% 184 -796 -3.5% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History New 21,910 738 0.01% 185 +21,910 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 21,748 733 0.0% 0.0% 186 +1,375 6.75% Q1 2026 Apr 22, 2026
ROYAL BANK OF CANADA History Reduced 21,360 719 0.0% 0.0% 187 -3,878 -15.37% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 21,001 707 0.0% 0.0% 188 -1,009 -4.58% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 20,195 680 0.0% 0.0% 189 -5,026 -19.93% Q1 2026 Apr 24, 2026
Maryland State Retirement & Pension System History No change 20,139 678 0.01% 0.01% 190 0 0.0% Q1 2026 May 04, 2026
Engineers Gate Manager LP History New 19,625 661 0.01% 191 +19,625 New Q1 2026 May 15, 2026
Sciencast Management LP History New 19,436 655 0.08% 192 +19,436 New Q1 2026 May 13, 2026
Quadrature Capital Ltd History New 18,523 624 0.01% 193 +18,523 New Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 17,974 605 0.01% 0.01% 194 +2,544 16.49% Q1 2026 May 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 17,168 602 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 17,267 582 0.0% 0.0% 196 0 0.0% Q1 2026 May 14, 2026
ARISTEIA CAPITAL, L.L.C. History New 16,719 563 0.01% 197 +16,719 New Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History No change 16,698 562 0.0% 0.0% 198 0 0.0% Q1 2026 Apr 20, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 16,173 545 0.0% 0.0% 199 +556 3.56% Q1 2026 Apr 30, 2026
PEAK6 LLC History New 15,811 532 0.0% 200 +15,811 New Q1 2026 May 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 15,763 531 0.01% 0.01% 201 +21 0.13% Q1 2026 May 07, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 15,492 522 0.0% 0.0% 202 +1,597 11.49% Q1 2026 May 12, 2026
Crossmark Global Holdings, Inc. History Reduced 15,464 521 0.01% 0.01% 203 -103 -0.66% Q1 2026 May 11, 2026
Lido Advisors, LLC History Added to 15,375 518 0.0% 0.0% 204 +1,104 7.74% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 15,175 511 0.0% 0.0% 205 -1,096 -6.74% Q1 2026 May 11, 2026
EP Wealth Advisors, LLC History Reduced 14,985 505 0.0% 0.0% 206 -2 -0.01% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 14,659 494 0.0% 0.0% 207 -379 -2.52% Q1 2026 May 08, 2026
Quantbot Technologies LP History Reduced 14,601 492 0.02% 0.04% 208 -20,909 -58.88% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 14,363 484 0.0% 0.0% 209 +1,659 13.06% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 14,331 483 0.0% 0.0% 210 -4,089 -22.2% Q1 2026 Apr 27, 2026
Vise Technologies, Inc. History No change 13,670 480 0.01% 0.01% 211 0 0.0% Q1 2026 Apr 21, 2026
CHOREO, LLC History Added to 13,810 465 0.01% 0.01% 212 +614 4.65% Q1 2026 May 12, 2026
Cyndeo Wealth Partners, LLC History No change 13,651 460 0.02% 0.03% 213 0 0.0% Q1 2026 Apr 13, 2026
Claret Asset Management Corp History Reduced 12,944 436 0.05% 0.05% 214 -184 -1.4% Q1 2026 May 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 12,416 418 0.0% 0.0% 215 +1,390 12.61% Q1 2026 Apr 27, 2026
Mariner, LLC History Reduced 12,328 415 0.0% 0.0% 216 -7,168 -36.77% Q1 2026 May 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 11,849 399 0.0% 0.0% 217 -2,925 -19.8% Q1 2026 May 04, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 11,486 387 0.01% 0.01% 218 -199 -1.7% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 11,329 381 0.0% 219 +11,329 New Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,749 372 0.0% 0.0% 220 -35 -0.32% Q1 2026 Apr 08, 2026
Ameritas Investment Partners, Inc. History No change 10,489 353 0.01% 0.01% 221 0 0.0% Q1 2026 May 13, 2026
Cetera Investment Advisers History Reduced 10,234 344 0.0% 0.0% 222 -560 -5.19% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 10,120 341 0.0% 0.0% 223 +907 9.84% Q1 2026 May 13, 2026
GREAT LAKES ADVISORS, LLC History New 9,801 330 0.0% 224 +9,801 New Q1 2026 May 11, 2026
Central Pacific Bank - Trust Division History No change 9,750 328 0.04% 0.04% 225 0 0.0% Q1 2026 Apr 07, 2026
Tower Research Capital LLC (TRC) History Added to 9,586 323 0.01% 0.0% 226 +5,334 125.45% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 9,467 319 0.0% 0.0% 227 +1,908 25.24% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Reduced 9,266 312 0.0% 0.0% 228 -321 -3.35% Q1 2026 May 05, 2026
Hillsdale Investment Management Inc. History Added to 9,240 311 0.01% 0.0% 229 +9,000 3750.0% Q1 2026 May 04, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 9,195 309 0.01% 0.01% 230 -92 -0.99% Q1 2026 Apr 07, 2026
Ensign Peak Advisors, Inc History No change 8,956 301 0.0% 0.0% 231 0 0.0% Q1 2026 May 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,907 300 0.0% 0.0% 233 +2,978 50.23% Q1 2026 May 13, 2026
CIBC WORLD MARKETS CORP History No change 8,548 300 0.0% 0.0% 232 0 0.0% Q4 2025 Feb 12, 2026
1ST SOURCE BANK History No change 8,608 290 0.01% 0.02% 234 0 0.0% Q1 2026 May 04, 2026
CIBC Asset Management Inc History Reduced 8,511 286 0.0% 0.0% 235 -158 -1.82% Q1 2026 May 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 8,395 282 0.0% 0.01% 236 -114,206 -93.15% Q1 2026 May 11, 2026
Swiss Life Asset Management Ltd History Added to 8,361 281 0.0% 0.0% 237 +1,757 26.61% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 8,185 275 0.0% 0.0% 238 0 0.0% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 8,156 273 0.0% 0.0% 239 +5,679 229.27% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 7,618 267 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,875 265 0.0% 0.0% 242 -4,774 -37.74% Q1 2026 Apr 30, 2026
GLENMEDE TRUST CO NA History No change 7,572 265 0.0% 0.0% 241 0 0.0% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 7,601 256 0.0% 0.0% 243 +1,817 31.41% Q1 2026 May 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 7,546 254 0.0% 0.0% 244 -136 -1.77% Q1 2026 May 15, 2026
CWM, LLC History Added to 7,445 250 0.0% 0.0% 245 +89 1.21% Q1 2026 May 14, 2026
WINTON GROUP Ltd History New 7,400 249 0.01% 246 +7,400 New Q1 2026 May 12, 2026
Vident Advisory, LLC History Added to 7,340 247 0.0% 0.0% 247 +112 1.55% Q1 2026 May 14, 2026
Fieldview Capital Management, LLC History New 7,314 246 0.07% 248 +7,314 New Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History New 7,130 240 0.04% 249 +7,130 New Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History New 6,968 234 0.0% 250 +6,968 New Q1 2026 May 05, 2026
Graham Capital Management, L.P. History New 6,854 231 0.01% 252 +6,854 New Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 6,870 231 0.01% 0.01% 251 +347 5.32% Q1 2026 Apr 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 6,828 230 0.02% 253 +6,828 New Q1 2026 May 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 6,763 228 0.01% 0.02% 254 -1,967 -22.53% Q1 2026 Apr 28, 2026
CIBC Bancorp USA Inc. History New 6,752 227 0.0% 256 +6,752 New Q1 2026 May 12, 2026
Abel Hall, LLC History Reduced 6,738 227 0.05% 0.06% 255 -567 -7.76% Q1 2026 Apr 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 6,562 221 0.0% 0.0% 257 +206 3.24% Q1 2026 Apr 30, 2026
INCEPTIONR LLC History New 6,521 219 0.05% 258 +6,521 New Q1 2026 May 14, 2026
PROFUND ADVISORS LLC History Reduced 6,467 218 0.01% 0.01% 259 -4,241 -39.61% Q1 2026 Apr 24, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 6,342 213 0.0% 0.01% 260 -355,341 -98.25% Q1 2026 May 15, 2026
Virtu Financial LLC History New 6,275 212 0.01% 261 +6,275 New Q1 2026 May 14, 2026
SEEDS INVESTOR LLC History New 5,227 205 0.03% 262 +5,227 New Q1 2026 May 11, 2026
Bridgefront Capital, LLC History New 5,974 201 0.05% 263 +5,974 New Q1 2026 May 15, 2026
Banque Cantonale Vaudoise History New 5,883 198 0.01% 264 +5,883 New Q1 2026 Apr 20, 2026
Quent Capital, LLC History Reduced 5,344 180 0.01% 0.01% 265 -38 -0.71% Q1 2026 Apr 28, 2026
SIGNATUREFD, LLC History Added to 5,161 173 0.0% 0.0% 266 +16 0.31% Q1 2026 Apr 07, 2026
Blue Trust, Inc. History Reduced 5,084 171 0.0% 0.0% 267 -207 -3.91% Q1 2026 Apr 20, 2026
BNP Paribas Asset Management Holding S.A. History Added to 4,915 165 0.0% 0.0% 268 +699 16.58% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 4,671 164 0.01% 0.01% 269 0 0.0% Q4 2025 Feb 09, 2026
KBC Group NV History No change 4,525 153 0.0% 0.0% 270 0 0.0% Q1 2026 May 07, 2026
Sterling Capital Management LLC History Reduced 4,296 144 0.0% 0.0% 271 -3,208 -42.75% Q1 2026 Apr 22, 2026
BESSEMER GROUP INC History Reduced 4,003 134 0.0% 0.0% 272 -925 -18.77% Q1 2026 May 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 3,595 121 0.0% 0.0% 273 -2,701 -42.9% Q1 2026 May 13, 2026
IFP Advisors, Inc History No change 3,508 118 0.0% 0.0% 274 0 0.0% Q1 2026 Apr 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,877 96 0.01% 0.01% 275 +128 4.66% Q1 2026 May 11, 2026
Bayforest Capital Ltd History Added to 2,699 90 0.1% 0.06% 276 +244 9.94% Q1 2026 Apr 15, 2026
Rockefeller Capital Management L.P. History Reduced 2,641 89 0.0% 0.0% 277 -1,248 -32.09% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,531 85 0.0% 0.0% 278 +6 0.24% Q1 2026 May 13, 2026
Versant Capital Management, Inc History Added to 2,323 78 0.01% 0.01% 279 +17 0.74% Q1 2026 Apr 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,300 77 0.0% 0.0% 280 0 0.0% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 1,745 61 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 1,607 55 0.0% 0.0% 282 +339 26.74% Q1 2026 Apr 07, 2026
Tradewinds Capital Management, LLC History No change 1,583 53 0.01% 0.01% 283 0 0.0% Q1 2026 Apr 14, 2026
US BANCORP \DE\ History Reduced 1,522 51 0.0% 0.0% 284 -389 -20.36% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Reduced 1,472 48 0.0% 0.0% 285 -1,654 -52.91% Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History Added to 1,365 47 0.0% 0.0% 286 +140 11.43% Q1 2026 May 11, 2026
FEDERATED HERMES, INC. History Reduced 1,338 45 0.0% 0.0% 287 -261 -16.32% Q1 2026 May 11, 2026
UMB Bank, n.a. History Reduced 1,197 40 0.0% 0.0% 288 -429 -26.38% Q1 2026 May 11, 2026
Blume Capital Management, Inc. History No change 1,102 37 0.01% 0.01% 289 0 0.0% Q1 2026 May 01, 2026
Allworth Financial LP History Reduced 1,096 36 0.0% 0.0% 290 -249 -18.51% Q1 2026 May 14, 2026
Employees Retirement System of Texas History No change 1,040 35 0.0% 0.0% 291 0 0.0% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,011 34 0.0% 0.0% 292 +591 140.71% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History No change 1,000 33 0.0% 0.0% 293 0 0.0% Q1 2026 May 12, 2026
Siemens Fonds Invest GmbH History No change 979 33 0.0% 0.0% 294 0 0.0% Q1 2026 May 15, 2026
Spire Wealth Management History No change 921 31 0.0% 0.0% 295 0 0.0% Q1 2026 Apr 22, 2026
McMillan Office, Inc. History No change 943 31 0.0% 0.0% 296 0 0.0% Q1 2026 Apr 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 833 28 0.01% 0.01% 297 0 0.0% Q1 2026 May 05, 2026
Wellington Grp LLC History No change 842 28 0.01% 0.01% 298 0 0.0% Q1 2026 May 22, 2026
CULLEN/FROST BANKERS, INC. History Added to 824 27 0.0% 0.0% 299 +73 9.72% Q1 2026 May 05, 2026
Arax Advisory Partners History Added to 741 26 0.0% 0.0% 300 +338 83.87% Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 771 25 0.0% 301 +771 New Q1 2026 May 15, 2026
WHITTIER TRUST CO History Reduced 715 24 0.0% 0.0% 302 -11 -1.52% Q1 2026 Apr 28, 2026
Parallel Advisors, LLC History Reduced 704 23 0.0% 0.0% 303 -15 -2.09% Q1 2026 May 07, 2026
Sound Income Strategies, LLC History No change 660 22 0.0% 0.0% 304 0 0.0% Q1 2026 Apr 27, 2026
Root Financial Partners, LLC History Added to 628 21 0.0% 0.0% 306 +194 44.7% Q1 2026 Apr 24, 2026
Smithfield Trust Co History Reduced 633 21 0.0% 0.0% 305 -11 -1.71% Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 580 19 0.0% 0.0% 307 -530 -47.75% Q1 2026 May 08, 2026
LRI Investments, LLC History No change 579 19 0.0% 0.0% 308 0 0.0% Q1 2026 Apr 30, 2026
TOWER TRUST & INVESTMENT Co History No change 518 17 0.01% 0.01% 309 0 0.0% Q1 2026 Apr 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 448 15 0.0% 0.0% 311 +3 0.67% Q1 2026 May 07, 2026
STEPH & CO History No change 454 15 0.0% 0.0% 310 0 0.0% Q1 2026 Apr 17, 2026
Hilltop National Bank History No change 450 15 0.0% 0.0% 312 0 0.0% Q1 2026 Apr 02, 2026
Steward Partners Investment Advisory, LLC History Added to 444 14 0.0% 0.0% 314 +23 5.46% Q1 2026 May 08, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 417 14 0.0% 0.0% 313 0 0.0% Q1 2026 May 11, 2026
NFSG Corp History No change 433 14 0.0% 0.0% 315 0 0.0% Q1 2026 May 05, 2026
EverSource Wealth Advisors, LLC History Reduced 415 13 0.0% 0.0% 316 -80 -16.16% Q1 2026 May 15, 2026
Bare Financial Services, Inc History Added to 378 12 0.0% 0.0% 321 +89 30.8% Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 364 12 0.0% 0.0% 318 +8 2.25% Q1 2026 May 15, 2026
Triumph Capital Management History No change 375 12 0.0% 0.0% 317 0 0.0% Q1 2026 May 13, 2026
Prestige Wealth Management Group LLC History No change 360 12 0.0% 0.0% 319 0 0.0% Q1 2026 May 13, 2026
Key FInancial Inc History No change 358 12 0.0% 0.0% 320 0 0.0% Q1 2026 Apr 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 333 11 0.0% 324 +333 New Q1 2026 May 08, 2026
Parkside Financial Bank & Trust History Added to 329 11 0.0% 0.0% 322 +23 7.52% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History No change 332 11 0.01% 0.01% 323 0 0.0% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 293 9 0.0% 0.0% 326 -81 -21.66% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 289 9 0.0% 0.0% 325 +32 12.45% Q1 2026 May 07, 2026
CVA Family Office, LLC History New 244 8 0.0% 331 +244 New Q1 2026 Apr 29, 2026
BOKF, NA History New 239 8 0.0% 330 +239 New Q1 2026 May 08, 2026
ASSETMARK, INC History Added to 256 8 0.0% 0.0% 327 +69 36.9% Q1 2026 May 06, 2026
St. Johns Investment Management Company, LLC History No change 241 8 0.0% 0.0% 328 0 0.0% Q1 2026 Apr 28, 2026
N.E.W. Advisory Services LLC History No change 239 8 0.0% 0.0% 329 0 0.0% Q1 2026 May 04, 2026
Washington Trust Advisors, Inc. History Reduced 221 7 0.0% 0.0% 335 -26 -10.53% Q1 2026 Apr 06, 2026
TD Waterhouse Canada Inc. History Reduced 227 7 0.0% 0.0% 339 -19 -7.72% Q1 2026 May 12, 2026
MAI Capital Management History Added to 226 7 0.0% 0.0% 332 +11 5.12% Q1 2026 May 15, 2026
Covestor Ltd History Added to 206 7 0.0% 0.0% 337 +5 2.49% Q1 2026 May 05, 2026
WEBSTER BANK, N. A. History No change 220 7 0.0% 0.0% 333 0 0.0% Q1 2026 Apr 17, 2026
Moisand Fitzgerald Tamayo, LLC History No change 209 7 0.0% 0.0% 334 0 0.0% Q1 2026 Apr 14, 2026
CoreCap Advisors, LLC History No change 226 7 0.0% 0.0% 336 0 0.0% Q1 2026 Apr 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 225 7 0.0% 0.0% 338 0 0.0% Q1 2026 Apr 10, 2026
Estabrook Capital Management History Reduced 202 6 0.0% 0.01% 342 -849 -80.78% Q1 2026 May 14, 2026
DANSKE BANK A/S History Reduced 200 6 0.0% 0.0% 340 -500 -71.43% Q1 2026 May 12, 2026
Rossby Financial, LCC History Added to 185 6 0.0% 0.0% 345 +33 21.71% Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 188 6 0.0% 0.0% 343 +21 12.57% Q1 2026 Apr 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 186 6 0.0% 0.0% 341 0 0.0% Q1 2026 Apr 28, 2026
JNBA Financial Advisors History No change 200 6 0.0% 0.0% 344 0 0.0% Q1 2026 Apr 22, 2026
PRIVATE TRUST CO NA History Added to 169 5 0.0% 348 +144 576.0% Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History Added to 164 5 0.0% 0.0% 352 +100 156.25% Q1 2026 Apr 15, 2026
EASTERN BANK History No change 177 5 0.0% 0.0% 346 0 0.0% Q1 2026 Apr 07, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 166 5 0.0% 0.0% 347 0 0.0% Q1 2026 Apr 08, 2026
CIBC Private Wealth Group LLC History No change 148 5 0.0% 0.0% 349 0 0.0% Q4 2025 Feb 12, 2026
DT Investment Partners, LLC History No change 169 5 0.0% 0.0% 350 0 0.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History No change 167 5 0.0% 0.0% 351 0 0.0% Q1 2026 Apr 10, 2026
Keating Financial Advisory Services, Inc. History Added to 142 4 0.0% 0.0% 360 +79 125.4% Q1 2026 May 15, 2026
Kilter Group LLC History Added to 127 4 0.0% 0.0% 359 +77 154.0% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Reduced 144 4 0.0% 0.0% 353 -70 -32.71% Q1 2026 May 06, 2026
Bell Investment Advisors, Inc History Added to 136 4 0.0% 0.0% 356 +16 13.33% Q1 2026 Apr 17, 2026
Westside Investment Management, Inc. History No change 133 4 0.0% 0.0% 354 0 0.0% Q1 2026 May 04, 2026
Grove Bank & Trust History No change 147 4 0.0% 0.0% 355 0 0.0% Q1 2026 Apr 08, 2026
True Wealth Design, LLC History No change 119 4 0.0% 0.0% 357 0 0.0% Q1 2026 Apr 13, 2026
Glen Eagle Advisors, LLC History No change 140 4 0.0% 0.0% 358 0 0.0% Q1 2026 May 15, 2026
Lloyd Advisory Services, LLC. History New 107 3 0.0% 377 +107 New Q1 2026 May 13, 2026
Western Wealth Management, LLC History New 102 3 0.0% 376 +102 New Q1 2026 May 19, 2026
Cassaday & Co Wealth Management LLC History New 94 3 0.0% 378 +94 New Q1 2026 May 07, 2026
SBI Securities Co., Ltd. History Added to 110 3 0.0% 0.0% 372 +50 83.33% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 92 3 0.0% 0.0% 370 -24 -20.69% Q1 2026 May 01, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 94 3 0.0% 0.0% 361 0 0.0% Q1 2026 Apr 17, 2026
HAZLETT, BURT & WATSON, INC. History No change 82 3 0.0% 0.0% 362 0 0.0% Q1 2026 May 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 100 3 0.0% 0.0% 363 0 0.0% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 93 3 0.0% 0.0% 364 0 0.0% Q1 2026 Apr 27, 2026
Compagnie Lombard Odier SCmA History No change 106 3 0.0% 0.0% 365 0 0.0% Q1 2026 Apr 15, 2026
FINANCIAL CONSULATE, INC History No change 103 3 0.0% 0.0% 366 0 0.0% Q1 2026 Apr 21, 2026
Bogart Wealth, LLC History No change 97 3 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 28, 2026
First Command Advisory Services, Inc. History No change 105 3 0.0% 0.0% 368 0 0.0% Q1 2026 May 07, 2026
High Note Wealth, LLC History No change 112 3 0.0% 0.0% 369 0 0.0% Q1 2026 May 11, 2026
SITTNER & NELSON, LLC History No change 100 3 0.0% 0.0% 371 0 0.0% Q1 2026 May 11, 2026
Kingdom Financial Group LLC. History No change 107 3 0.0% 0.0% 373 0 0.0% Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 91 3 0.0% 0.0% 374 0 0.0% Q1 2026 May 06, 2026
Medallion Wealth Advisors, LLC History No change 116 3 0.0% 0.0% 375 0 0.0% Q1 2026 Apr 24, 2026
SALEM INVESTMENT COUNSELORS INC History New 88 2 0.0% 393 +88 New Q1 2026 Apr 29, 2026
Caitong International Asset Management Co., Ltd History New 86 2 0.0% 395 +86 New Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 75 2 0.0% 394 +75 New Q1 2026 Apr 28, 2026
Retirement Wealth Solutions LLC History Added to 88 2 0.0% 0.0% 392 +7 8.64% Q1 2026 Apr 07, 2026
SouthState Bank Corp History No change 83 2 0.0% 0.0% 379 0 0.0% Q1 2026 May 05, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 78 2 0.0% 0.0% 380 0 0.0% Q1 2026 Apr 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 80 2 0.0% 0.0% 381 0 0.0% Q1 2026 Apr 23, 2026
Capital Analysts, LLC History No change 54 2 0.0% 0.0% 382 0 0.0% Q1 2026 May 14, 2026
Pacific Center for Financial Services History No change 85 2 0.0% 0.0% 383 0 0.0% Q1 2026 May 12, 2026
Measured Wealth Private Client Group, LLC History No change 68 2 0.0% 0.0% 384 0 0.0% Q1 2026 May 13, 2026
CX Institutional History No change 54 2 0.0% 0.0% 385 0 0.0% Q1 2026 Apr 06, 2026
Geneos Wealth Management Inc. History No change 60 2 0.0% 0.0% 386 0 0.0% Q1 2026 May 04, 2026
ESL Trust Services, LLC History No change 62 2 0.0% 0.0% 387 0 0.0% Q1 2026 May 07, 2026
Bradley & Co. Private Wealth Management, LLC History No change 63 2 0.0% 0.0% 388 0 0.0% Q1 2026 May 13, 2026
ORG Partners LLC History No change 85 2 0.0% 0.0% 389 0 0.0% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History No change 83 2 0.0% 0.0% 390 0 0.0% Q1 2026 Apr 21, 2026
Private Wealth Management Group, LLC History No change 70 2 0.0% 0.0% 391 0 0.0% Q1 2026 Apr 23, 2026
Innovative Asset Advisors Group, LLC History New 43 1 0.0% 408 +43 New Q1 2026 May 12, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 33 1 0.0% 407 +33 New Q1 2026 Apr 28, 2026
Bay Harbor Wealth Management, LLC History Added to 36 1 0.0% 401 +23 176.92% Q1 2026 Apr 14, 2026
SJS Investment Consulting Inc. History Added to 30 1 0.0% 403 +11 57.89% Q1 2026 Apr 23, 2026
DiNuzzo Private Wealth, Inc. History Added to 38 1 0.0% 0.0% 404 +6 18.75% Q1 2026 Apr 08, 2026
North Star Investment Management Corp. History No change 40 1 0.0% 0.0% 396 0 0.0% Q1 2026 Apr 23, 2026
Horrell Capital Management, Inc. History No change 41 1 0.0% 0.0% 397 0 0.0% Q1 2026 Apr 30, 2026
Manchester Capital Management LLC History No change 30 1 0.0% 0.0% 398 0 0.0% Q1 2026 May 11, 2026
Bollard Group LLC History No change 16 1 0.0% 0.0% 399 0 0.0% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History No change 38 1 0.0% 0.0% 400 0 0.0% Q1 2026 May 15, 2026
Game Plan Financial Advisors, LLC History No change 56 1 0.0% 0.0% 402 0 0.0% Q1 2026 Apr 23, 2026
PFS Partners, LLC History No change 50 1 0.0% 0.0% 405 0 0.0% Q1 2026 Apr 09, 2026
WPG Advisers, LLC History No change 43 1 0.0% 0.0% 406 0 0.0% Q1 2026 Apr 29, 2026
Sachem Head Capital Management LP History Closed out 0 0 1.34% -1,625,000 -100.0% Q1 2026 May 15, 2026
ALTA FOX CAPITAL MANAGEMENT, LLC History Closed out 0 0 9.57% -1,266,700 -100.0% Q1 2026 May 15, 2026
Ophir Asset Management Pty Ltd History Closed out 0 0 4.41% -1,119,007 -100.0% Q1 2026 May 15, 2026
DENDUR CAPITAL LP History Closed out 0 0 2.98% -855,000 -100.0% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.48% -642,829 -100.0% Q1 2026 May 13, 2026
SAMLYN CAPITAL, LLC History Closed out 0 0 0.31% -549,475 -100.0% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.02% -159,744 -100.0% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.03% -108,591 -100.0% Q1 2026 Apr 16, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -108,560 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -77,445 -100.0% Q1 2026 May 14, 2026
Weiss Asset Management LP History Closed out 0 0 0.04% -73,425 -100.0% Q1 2026 May 15, 2026
SEIZERT CAPITAL PARTNERS, LLC History Closed out 0 0 0.1% -64,548 -100.0% Q1 2026 May 07, 2026
Vestmark Advisory Solutions, Inc. History Closed out 0 0 0.02% -51,928 -100.0% Q1 2026 May 15, 2026
OP Asset Management Ltd History Closed out 0 0 0.02% -49,068 -100.0% Q1 2026 Apr 10, 2026
Quantedge Capital Pte Ltd History Closed out 0 0 0.79% -47,400 -100.0% Q1 2026 May 12, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -46,779 -100.0% Q1 2026 May 15, 2026
Gallo Partners, LP History Closed out 0 0 1.23% -39,728 -100.0% Q1 2026 May 15, 2026
Shay Capital LLC History Closed out 0 0 0.08% -23,000 -100.0% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.0% -17,469 -100.0% Q1 2026 May 14, 2026
Jain Global LLC History Closed out 0 0 0.0% -16,202 -100.0% Q1 2026 May 15, 2026
RBF Capital, LLC History Closed out 0 0 0.02% -15,000 -100.0% Q1 2026 May 18, 2026
Gotham Asset Management, LLC History Closed out 0 0 0.0% -12,417 -100.0% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.09% -11,903 -100.0% Q1 2026 May 13, 2026
Freestone Grove Partners LP History Closed out 0 0 0.0% -10,934 -100.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Closed out 0 0 0.02% -10,757 -100.0% Q1 2026 Apr 29, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 15, 2026
Walleye Trading LLC History Closed out 0 0 0.0% -8,800 -100.0% Q1 2026 May 08, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -8,697 -100.0% Q1 2026 May 13, 2026
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -7,861 -100.0% Q1 2026 May 08, 2026
Ethic Inc. History Closed out 0 0 0.0% -7,587 -100.0% Q1 2026 Apr 27, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -7,177 -100.0% Q1 2026 Apr 23, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -6,899 -100.0% Q1 2026 May 07, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -6,600 -100.0% Q1 2026 May 13, 2026
SAGE RHINO CAPITAL LLC History Closed out 0 0 0.04% -6,589 -100.0% Q1 2026 Apr 28, 2026
SAXON INTERESTS, INC. History Closed out 0 0 0.08% -6,336 -100.0% Q1 2026 Apr 29, 2026
M&T BANK CORP History Closed out 0 0 0.0% -6,216 -100.0% Q1 2026 May 12, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -6,025 -100.0% Q1 2026 Apr 27, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -3,037 -100.0% Q1 2026 May 13, 2026
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -1,500 -100.0% Q1 2026 May 07, 2026
DV Trading LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -959 -100.0% Q1 2026 Apr 30, 2026
Align Financial, LLC History Reduced 16 0 0.0% -546 -97.15% Q1 2026 May 08, 2026
Cygnus Capital Advisors, LLC History Closed out 0 0 0.01% -263 -100.0% Q1 2026 May 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -248 -100.0% Q1 2026 Apr 28, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -82 -100.0% Q1 2026 May 15, 2026
CENTRAL TRUST Co History Closed out 0 0 0.0% -80 -100.0% Q1 2026 Apr 17, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -47 -100.0% Q1 2026 May 12, 2026
Torren Management, LLC History Closed out 0 0 0.0% -29 -100.0% Q1 2026 Apr 30, 2026
Manitou Investment Management Ltd. History Closed out 0 0 -27 -100.0% Q1 2026 Apr 20, 2026
Mirae Asset Global Investments Co., Ltd. History New 26 0 +26 New Q1 2026 May 04, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 -25 -100.0% Q1 2026 Apr 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 24 0 +24 New Q1 2026 May 08, 2026
Legend Capital Advisors LLC History New 22 0 +22 New Q1 2026 May 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 -19 -100.0% Q1 2026 Apr 14, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -18 -100.0% Q1 2026 May 15, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 -17 -100.0% Q1 2026 May 14, 2026
Breakwater Investment Management History Closed out 0 0 -15 -100.0% Q1 2026 May 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 24 0 +11 84.62% Q1 2026 Apr 21, 2026
MATHER GROUP, LLC. History New 11 0 +11 New Q1 2026 Apr 13, 2026
Physician Wealth Advisors, Inc. History Added to 21 0 +10 90.91% Q1 2026 Apr 24, 2026
Napier Financial, LLC History New 9 0 +9 New Q1 2026 May 05, 2026
Coston, McIsaac & Partners History Closed out 0 0 -8 -100.0% Q1 2026 Apr 22, 2026
Vermillion Wealth Management, Inc. History New 7 0 +7 New Q1 2026 Apr 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 26 0 0.0% -6 -18.75% Q1 2026 Apr 13, 2026
HFM Investment Advisors, LLC History Added to 15 0 +6 66.67% Q1 2026 May 01, 2026
Rialto Wealth Management, LLC History Added to 18 0 +5 38.46% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History New 5 0 +5 New Q1 2026 Apr 21, 2026
CURIO WEALTH, LLC History New 5 0 +5 New Q1 2026 May 11, 2026
Phillip James Consulting Co. History Closed out 0 0 -3 -100.0% Q1 2026 May 11, 2026
Estate Planners Group, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 11, 2026
Alexis Investment Partners, LLC History Closed out 0 0 -2 -100.0% Q1 2026 Apr 24, 2026
City State Bank History Closed out 0 0 -1 -100.0% Q1 2026 Apr 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 10 0 0 0.0% Q1 2026 Apr 13, 2026
ST GERMAIN D J CO INC History No change 16 0 0 0.0% Q1 2026 Apr 13, 2026
HM PAYSON & CO History No change 7 0 0 0.0% Q1 2026 Apr 13, 2026
TOMPKINS FINANCIAL CORP History No change 6 0 0 0.0% Q1 2026 Apr 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 25 0 0 0.0% Q1 2026 May 07, 2026
Asset Dedication, LLC History No change 10 0 0 0.0% Q4 2025 Jan 26, 2026
TD Capital Management LLC History No change 9 0 0 0.0% Q1 2026 May 11, 2026
KELLEHER FINANCIAL ADVISORS History No change 21 0 0 0.0% Q1 2026 May 08, 2026
Trust Co History No change 16 0 0 0.0% Q1 2026 Apr 13, 2026
Anchor Investment Management, LLC History No change 25 0 0 0.0% Q1 2026 May 01, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 25 0 0 0.0% Q1 2026 Apr 15, 2026
McIlrath & Eck, LLC History No change 6 0 0 0.0% Q1 2026 May 19, 2026
West Branch Capital LLC History No change 17 0 0 0.0% Q1 2026 Apr 14, 2026
Elevated Capital Advisors, LLC History No change 9 0 0 0.0% Q1 2026 Apr 30, 2026
SHP Wealth Management History No change 28 0 0 0.0% Q1 2026 May 08, 2026
Rosenberg Matthew Hamilton History No change 5 0 0 0.0% Q1 2026 Apr 06, 2026
Fortis Group Advisors, LLC History No change 17 0 0 0.0% Q1 2026 May 08, 2026
Cornerstone Planning Group LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
MTM Investment Management, LLC History No change 16 0 0 0.0% Q1 2026 May 06, 2026
REDMONT WEALTH ADVISORS LLC History No change 3 0 0 0.0% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History No change 3 0 0 0.0% Q1 2026 May 06, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q1 2026 Apr 10, 2026
Stephens Consulting, LLC History No change 11 0 0 0.0% Q4 2025 Jan 13, 2026
Financial Freedom, LLC History No change 1 0 0 0.0% Q1 2026 Apr 30, 2026
Rachor Investment Advisory Services, LLC History No change 8 0 0 0.0% Q1 2026 May 07, 2026
Sachetta, LLC History No change 21 0 0 0.0% Q1 2026 May 01, 2026
Fairman Group, LLC History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
Pandora Wealth, Inc. History No change 25 0 0 0.0% Q4 2025 Feb 04, 2026
Asset Planning,Inc History No change 25 0 0 0.0% Q1 2026 Apr 23, 2026
Ankerstar Wealth, LLC History No change 24 0 0 0.0% Q1 2026 May 13, 2026
Evelyn Partners Investment Management LLP History No change 17 0 0 0.0% Q1 2026 May 15, 2026
BIRCHBROOK, INC. History No change 5 0 0 0.0% Q1 2026 Apr 08, 2026
Holos Integrated Wealth LLC History No change 8 0 0 0.0% Q1 2026 Apr 08, 2026
Signature Equity Partners, LLC History No change 24 0 0 0.0% Q1 2026 May 13, 2026
Essential Partners LLC History No change 6 0 0 0.0% Q1 2026 May 21, 2026