SentinelOne, Inc. - S

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 36,532,555 547,988 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 22,333,733 287,658 0.01% 0.01% 2 +1,544,991 7.43% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 21,675,195 279,176 0.01% 3 +21,675,195 New Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 19,767,721 253,422 0.12% 0.06% 4 +11,555,594 140.71% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 14,944,082 192,479 0.0% 5 +14,944,082 New Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 9,079,836 116,948 0.08% 0.14% 6 -4,066,961 -30.93% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 8,925,465 114,959 0.03% 0.03% 7 +373,587 4.37% Q1 2026 May 08, 2026
Redpoint Management, LLC History No change 8,734,063 112,494 55.97% 96.27% 8 0 0.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 7,918,828 101,994 0.04% 0.01% 9 +6,125,112 341.48% Q1 2026 May 15, 2026
Caprock Group, LLC History Reduced 7,741,372 99,708 2.42% 2.46% 10 -8,074 -0.1% Q1 2026 May 11, 2026
Point72 Asset Management, L.P. History Added to 6,257,996 80,602 0.1% 0.05% 11 +3,009,168 92.62% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 6,000,025 77,280 0.08% 0.09% 12 -147,891 -2.41% Q1 2026 May 12, 2026
STATE STREET CORP History Added to 5,957,888 76,737 0.0% 0.0% 13 +248,558 4.35% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,909,152 76,129 0.0% 0.01% 14 +335,008 6.01% Q1 2026 May 15, 2026
Penserra Capital Management LLC History Added to 5,385,459 69,364 0.81% 0.87% 15 +527,192 10.85% Q1 2026 May 11, 2026
Anchorage Capital Group, L.L.C. History No change 4,937,053 63,589 14.58% 83.61% 16 0 0.0% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,592,248 59,141 0.01% 0.01% 17 +461,411 11.17% Q1 2026 May 07, 2026
NORGES BANK History No change 3,651,304 54,769 0.01% 0.01% 18 0 0.0% Q4 2025 Feb 10, 2026
Swedbank AB History Added to 4,183,973 53,889 0.06% 0.06% 19 +374,659 9.84% Q1 2026 Apr 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 3,956,473 50,959 0.01% 0.01% 20 -2,550,190 -39.19% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 3,797,450 48,911 0.01% 0.01% 21 +360,832 10.5% Q1 2026 May 13, 2026
SYLEBRA CAPITAL LLC History Reduced 3,718,309 47,891 6.19% 5.56% 22 -553,952 -12.97% Q1 2026 May 15, 2026
ARMISTICE CAPITAL, LLC History Reduced 3,547,849 45,696 0.81% 1.0% 23 -2,074,370 -36.9% Q1 2026 May 15, 2026
UBS Group AG History Reduced 3,481,096 44,836 0.01% 0.01% 24 -2,420,571 -41.02% Q1 2026 May 05, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 3,435,535 44,249 0.28% 0.18% 25 +1,050,120 44.02% Q1 2026 May 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,298,565 42,485 0.01% 0.01% 26 +287,044 9.53% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 3,292,680 42,409 0.01% 0.0% 27 +1,089,844 49.47% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 3,279,827 42,244 0.0% 0.0% 28 -82,645 -2.46% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,163,723 40,740 0.06% 0.07% 29 +207,301 7.01% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,526,375 32,539 0.04% 0.01% 30 +1,998,581 378.67% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,519,928 32,456 0.0% 0.0% 31 +377,542 17.62% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 2,565,419 32,349 0.0% 0.0% 32 -539,598 -17.38% Q1 2026 May 13, 2026
Champlain Investment Partners, LLC History Reduced 2,438,982 31,414 0.4% 0.48% 33 -725,486 -22.93% Q1 2026 May 13, 2026
Stephens Investment Management Group LLC History Reduced 2,387,916 30,756 0.42% 0.47% 34 -9,200 -0.38% Q1 2026 Apr 28, 2026
Freestone Grove Partners LP History Added to 2,254,932 29,043 0.21% 0.06% 35 +1,739,176 337.21% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 2,120,954 27,317 0.13% 0.07% 36 +533,162 33.58% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 2,088,867 26,904 0.01% 37 +2,088,867 New Q1 2026 May 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 2,085,764 26,864 0.11% 0.06% 38 +1,054,175 102.19% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 2,075,536 26,732 0.02% 0.03% 39 -505,491 -19.58% Q1 2026 May 13, 2026
BAMCO INC /NY/ History Reduced 1,908,204 24,577 0.07% 0.1% 40 -628,392 -24.77% Q1 2026 May 15, 2026
Topline Capital Management, LLC History Reduced 1,780,000 22,926 3.79% 10.33% 41 -5,832,982 -76.62% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 1,768,285 22,775 0.0% 0.0% 42 +238,014 15.55% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Added to 1,737,400 22,377 0.0% 0.0% 43 +116,989 7.22% Q1 2026 May 14, 2026
Alta Park Capital, LP History Added to 1,655,332 21,320 3.32% 2.71% 44 +156,507 10.44% Q1 2026 May 15, 2026
PEAK6 LLC History Added to 1,636,589 21,079 0.05% 0.03% 45 +413,552 33.81% Q1 2026 May 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,587,119 20,442 0.0% 0.0% 46 +75,970 5.03% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,550,554 19,971 0.01% 0.01% 47 +216,489 16.23% Q1 2026 May 12, 2026
SEGALL BRYANT & HAMILL, LLC History New 1,353,597 17,434 0.25% 49 +1,353,597 New Q1 2026 May 22, 2026
GOLDMAN SACHS GROUP INC History Added to 1,353,580 17,434 0.0% 0.0% 48 +554,643 69.42% Q1 2026 May 15, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History Reduced 1,351,046 17,401 4.1% 5.31% 50 -293,532 -17.85% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 1,295,710 16,688 0.03% 0.03% 51 -34,674 -2.61% Q1 2026 Apr 20, 2026
Verition Fund Management LLC History Added to 1,183,595 15,244 0.1% 0.01% 52 +1,043,600 745.46% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 1,182,842 15,235 0.0% 0.01% 53 -1,664,271 -58.45% Q1 2026 May 12, 2026
Walleye Trading LLC History Reduced 1,088,507 14,019 0.02% 0.04% 54 -737,728 -40.4% Q1 2026 May 08, 2026
Generali Powszechne Towarzystwo Emerytalne History No change 1,063,223 13,694 2.42% 2.73% 55 0 0.0% Q1 2026 Apr 21, 2026
STRS OHIO History Added to 1,012,364 13,039 0.05% 0.05% 56 +150,295 17.43% Q1 2026 Apr 24, 2026
Clal Insurance Enterprises Holdings Ltd History No change 996,332 12,833 0.08% 0.1% 57 0 0.0% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History Reduced 942,496 12,139 0.04% 0.05% 58 -20,748 -2.15% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Reduced 867,838 11,177 0.01% 0.03% 59 -1,664,216 -65.73% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Added to 866,200 11,156 0.02% 0.01% 60 +517,100 148.12% Q1 2026 May 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 833,616 10,736 0.16% 0.19% 61 -76,933 -8.45% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Added to 806,159 10,383 0.01% 0.0% 62 +641,730 390.28% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 802,442 10,335 0.0% 0.0% 63 +61,274 8.27% Q1 2026 Apr 30, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 734,666 9,462 0.0% 0.01% 64 -476,776 -39.36% Q1 2026 May 14, 2026
Swiss National Bank History Added to 626,900 8,074 0.0% 0.01% 65 +25,500 4.24% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Added to 615,848 7,932 0.01% 0.0% 66 +341,512 124.49% Q1 2026 May 08, 2026
Vident Advisory, LLC History Added to 615,765 7,931 0.07% 0.08% 67 +2,678 0.44% Q1 2026 May 14, 2026
Amundi History Reduced 596,142 7,678 0.0% 0.0% 68 -241,915 -28.87% Q1 2026 May 15, 2026
Man Group plc History Reduced 591,815 7,622 0.01% 0.02% 69 -142,290 -19.38% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 574,728 7,402 0.0% 0.0% 70 -73,401 -11.33% Q1 2026 May 06, 2026
Mariner, LLC History Added to 545,886 7,030 0.01% 0.0% 71 +383,334 235.82% Q1 2026 May 13, 2026
IMC-Chicago, LLC History Reduced 525,141 6,763 0.0% 0.01% 72 -596,088 -53.16% Q1 2026 May 05, 2026
Erste Asset Management GmbH History Added to 520,220 6,559 0.06% 0.05% 73 +141,000 37.18% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Reduced 508,334 6,547 0.01% 0.03% 74 -580,410 -53.31% Q1 2026 May 13, 2026
Edgestream Partners, L.P. History Reduced 485,772 6,256 0.21% 0.21% 75 -12,859 -2.58% Q1 2026 May 18, 2026
ALGERT GLOBAL LLC History Reduced 461,006 5,938 0.09% 0.15% 76 -170,797 -27.03% Q1 2026 May 14, 2026
Invesco Ltd. History Added to 452,913 5,833 0.0% 0.0% 77 +51,517 12.83% Q1 2026 May 12, 2026
CWM, LLC History Added to 448,077 5,771 0.02% 0.01% 78 +316,489 240.52% Q1 2026 May 14, 2026
Meritas Wealth Management, LLC History No change 446,000 5,744 2.6% 3.22% 79 0 0.0% Q1 2026 Apr 09, 2026
AMERIPRISE FINANCIAL INC History Added to 439,912 5,656 0.0% 0.0% 80 +161,501 58.01% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 425,424 5,479 0.01% 0.0% 81 +202,499 90.84% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 424,314 5,465 0.0% 0.0% 82 +8,062 1.94% Q1 2026 May 06, 2026
Gotham Asset Management, LLC History No change 409,709 5,277 0.02% 0.02% 83 0 0.0% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 388,868 5,008 0.06% 0.11% 84 -276,365 -41.54% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 388,450 5,003 0.0% 0.0% 85 +125,494 47.72% Q1 2026 May 13, 2026
SYCOMORE ASSET MANAGEMENT History No change 207,688 4,976 0.69% 0.82% 86 0 0.0% Q1 2026 May 11, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 382,393 4,925 0.18% 0.18% 87 -16,141 -4.05% Q1 2026 Apr 23, 2026
LPL Financial LLC History Added to 361,724 4,659 0.0% 0.0% 88 +120,259 49.8% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 358,173 4,613 0.0% 0.0% 89 +67,373 23.17% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 356,098 4,586 0.01% 0.01% 90 +15,194 4.46% Q1 2026 May 15, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Reduced 353,623 4,554 0.35% 0.37% 91 -603 -0.17% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Added to 311,633 4,013 0.0% 0.0% 92 +3,261 1.06% Q1 2026 May 12, 2026
Quantinno Capital Management LP History Added to 310,784 4,002 0.01% 0.0% 93 +193,648 165.32% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 300,604 3,871 0.0% 0.0% 94 +1,163 0.39% Q1 2026 May 12, 2026
Beacon Pointe Advisors, LLC History Added to 291,234 3,751 0.02% 0.03% 95 +42,139 16.92% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 288,582 3,717 0.0% 0.0% 96 +37,035 14.72% Q1 2026 May 15, 2026
Rathbones Group PLC History No change 288,372 3,714 0.02% 0.02% 97 0 0.0% Q1 2026 May 12, 2026
Asset Management One Co., Ltd. History Added to 286,281 3,687 0.01% 0.01% 98 +8,784 3.17% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 283,028 3,645 0.0% 99 +283,028 New Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Added to 263,451 3,414 0.0% 0.0% 100 +5,348 2.07% Q1 2026 Apr 30, 2026
CITIGROUP INC History Reduced 264,664 3,408 0.0% 0.01% 101 -1,156,178 -81.37% Q1 2026 May 11, 2026
Jump Financial, LLC History No change 246,900 3,180 0.04% 0.05% 102 0 0.0% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 243,072 3,130 0.0% 0.0% 103 +130,051 115.07% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 240,553 3,098 0.01% 0.01% 104 +6,138 2.62% Q1 2026 May 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 250,150 3,008 0.01% 0.0% 105 +171,212 216.89% Q1 2026 Apr 08, 2026
Tidal Investments LLC History Added to 228,253 2,939 0.01% 0.01% 106 +30,264 15.29% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 226,389 2,915 0.04% 0.05% 107 +10,520 4.87% Q1 2026 Apr 23, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 221,200 2,849 0.0% 0.0% 108 -5,900 -2.6% Q1 2026 May 15, 2026
Lane Generational LLC History New 213,023 2,743 2.18% 109 +213,023 New Q1 2026 May 14, 2026
Creative Planning History Added to 211,653 2,726 0.0% 0.0% 110 +122,777 138.14% Q1 2026 May 12, 2026
AXQ CAPITAL, LP History Added to 210,636 2,712 0.35% 0.37% 111 +102,354 94.53% Q1 2026 May 13, 2026
Private Advisor Group, LLC History Added to 207,298 2,669 0.01% 0.01% 112 +40,523 24.3% Q1 2026 Apr 24, 2026
ExodusPoint Capital Management, LP History Reduced 195,978 2,524 0.02% 0.17% 113 -1,219,395 -86.15% Q1 2026 May 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 191,151 2,462 0.01% 0.01% 114 +9,549 5.26% Q1 2026 May 15, 2026
Optimus Prime Fund Management Co., Ltd. History Added to 190,000 2,447 0.24% 0.17% 115 +50,000 35.71% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History Added to 184,672 2,378 0.06% 0.0% 116 +180,000 3852.74% Q1 2026 Apr 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 184,113 2,371 0.01% 0.0% 117 +30,273 19.68% Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 182,605 2,351 0.01% 0.04% 118 -788,432 -81.19% Q1 2026 May 13, 2026
NorthRock Partners, LLC History No change 180,000 2,318 0.04% 0.05% 119 0 0.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Added to 174,197 2,243 0.26% 0.14% 120 +126,559 265.67% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 171,014 2,202 0.0% 0.0% 121 -67,809 -28.39% Q1 2026 May 14, 2026
KETTLE HILL CAPITAL MANAGEMENT, LLC History Reduced 169,373 2,181 0.55% 5.74% 122 -1,547,008 -90.13% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 167,310 2,154 0.0% 0.0% 123 -267,546 -61.53% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 165,850 2,136 0.01% 0.01% 124 +32,464 24.34% Q1 2026 May 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 160,483 2,067 0.01% 0.02% 125 -269,939 -62.71% Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History Added to 153,071 1,971 0.04% 0.04% 126 +9,708 6.77% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History Added to 151,600 1,954 0.0% 0.0% 127 +23,600 18.44% Q1 2026 May 18, 2026
Magnetar Financial LLC History New 149,961 1,931 0.02% 128 +149,961 New Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 140,174 1,805 0.0% 129 +140,174 New Q1 2026 May 08, 2026
FMR LLC History Added to 135,926 1,750 0.0% 0.0% 130 +123,560 999.19% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 134,721 1,735 0.01% 0.02% 131 +11,124 9.0% Q1 2026 Apr 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 134,342 1,730 0.0% 0.0% 132 0 0.0% Q1 2026 May 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 133,282 1,716 0.15% 133 +133,282 New Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Added to 131,799 1,698 0.01% 0.01% 135 +8,153 6.59% Q1 2026 May 14, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 133,200 1,698 0.02% 0.02% 134 +8,000 6.39% Q1 2026 Apr 29, 2026
WESBANCO BANK INC History Added to 130,100 1,675 0.05% 0.04% 136 +27,500 26.8% Q1 2026 Apr 21, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 129,303 1,665 0.0% 0.0% 137 +68,152 111.45% Q1 2026 May 14, 2026
CONNORS INVESTOR SERVICES INC History Reduced 128,061 1,649 0.15% 0.21% 138 -34,829 -21.38% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 125,407 1,615 0.0% 0.0% 139 +13,500 12.06% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 125,337 1,614 0.0% 0.0% 140 +72,387 136.71% Q1 2026 May 11, 2026
XTX Topco Ltd History Reduced 123,594 1,591 0.03% 0.05% 141 -9,825 -7.36% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Reduced 121,537 1,565 0.0% 0.0% 142 -84,492 -41.01% Q1 2026 May 15, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 119,722 1,542 0.01% 0.02% 143 -39,857 -24.98% Q1 2026 May 14, 2026
Focus Partners Wealth History Added to 117,339 1,511 0.0% 0.0% 144 +96,273 457.01% Q1 2026 May 14, 2026
Banque Cantonale Vaudoise History Reduced 115,717 1,490 0.06% 0.06% 145 -4,329 -3.61% Q1 2026 Apr 20, 2026
Jain Global LLC History Reduced 106,768 1,375 0.01% 0.03% 146 -251,319 -70.18% Q1 2026 May 15, 2026
Malaga Cove Capital, LLC History Reduced 105,951 1,364 0.49% 0.55% 147 -656 -0.62% Q1 2026 May 07, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 104,500 1,345 0.0% 0.0% 148 -17,500 -14.34% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 86,526 1,297 0.0% 0.0% 149 +12,945 17.59% Q1 2026 May 15, 2026
Leonteq Securities AG History Reduced 96,476 1,242 0.05% 0.05% 150 -3,009 -3.02% Q1 2026 Apr 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 94,683 1,219 0.0% 0.0% 151 +49,132 107.86% Q1 2026 May 07, 2026
Odyssean, LLC History New 94,481 1,216 0.44% 152 +94,481 New Q1 2026 May 15, 2026
one8zero8, LLC History Reduced 93,375 1,202 0.27% 0.35% 153 -12,350 -11.68% Q1 2026 May 07, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 91,803 1,182 0.0% 0.01% 154 -2,410,102 -96.33% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 91,098 1,173 0.0% 0.0% 155 +8,025 9.66% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 89,609 1,154 0.0% 0.0% 156 +784 0.88% Q1 2026 May 14, 2026
Arizona State Retirement System History Added to 86,908 1,119 0.01% 0.01% 157 +1,918 2.26% Q1 2026 May 01, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 84,077 1,082 0.0% 0.0% 158 +10,130 13.7% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 81,473 1,049 0.0% 159 +81,473 New Q1 2026 May 08, 2026
Handelsbanken Fonder AB History No change 80,263 1,034 0.0% 0.0% 160 0 0.0% Q1 2026 Apr 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 79,327 1,021 0.01% 0.02% 161 -515 -0.65% Q1 2026 May 08, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 79,257 1,020 0.1% 0.02% 162 +67,537 576.25% Q1 2026 Apr 09, 2026
TRUIST FINANCIAL CORP History Reduced 77,586 999 0.0% 0.0% 163 -1,728 -2.18% Q1 2026 Apr 27, 2026
Redwood Wealth Management Group, LLC History Reduced 76,278 982 0.42% 0.49% 164 -1,838 -2.35% Q1 2026 Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 73,488 946 0.0% 0.0% 165 +10,799 17.23% Q1 2026 Apr 27, 2026
Diversified Trust Co History Added to 72,800 937 0.02% 0.02% 166 +1,388 1.94% Q1 2026 Apr 16, 2026
Chicago Capital, LLC History Added to 70,754 911 0.02% 0.02% 167 +27,870 64.99% Q1 2026 Apr 23, 2026
KBC Group NV History Added to 70,414 907 0.0% 0.0% 168 +3,060 4.54% Q1 2026 May 07, 2026
KLP KAPITALFORVALTNING AS History Added to 69,700 897 0.0% 0.0% 169 +4,800 7.4% Q1 2026 Apr 29, 2026
Merit Financial Group, LLC History Added to 68,628 883 0.01% 0.0% 170 +39,139 132.72% Q1 2026 Apr 15, 2026
Focus Partners Advisor Solutions, LLC History Added to 68,009 875 0.01% 0.0% 171 +49,472 266.88% Q1 2026 May 13, 2026
CenterBook Partners LP History New 66,805 860 0.05% 172 +66,805 New Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 65,034 837 0.0% 0.01% 173 -196,866 -75.17% Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 62,331 802 0.01% 174 +62,331 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 59,419 765 0.0% 0.0% 175 -39,923 -40.19% Q1 2026 May 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 58,527 753 0.04% 0.09% 176 -67,700 -53.63% Q1 2026 May 11, 2026
Galilei Investment Office LLP History No change 57,500 740 0.38% 0.41% 177 0 0.0% Q1 2026 May 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 56,985 733 0.0% 0.0% 178 +8,062 16.48% Q1 2026 May 04, 2026
GC Wealth Management RIA, LLC History Added to 56,557 728 0.03% 0.03% 179 +205 0.36% Q1 2026 May 14, 2026
Prospera Financial Services Inc History New 56,432 726 0.01% 180 +56,432 New Q1 2026 Apr 14, 2026
Squarepoint Ops LLC History Reduced 56,073 722 0.0% 0.02% 181 -1,131,893 -95.28% Q1 2026 May 15, 2026
ACT CAPITAL MANAGEMENT, LLC History New 54,300 699 0.55% 182 +54,300 New Q1 2026 May 08, 2026
Chicago Partners Investment Group LLC History Added to 47,512 695 0.02% 0.0% 183 +33,737 244.91% Q1 2026 May 04, 2026
Integrated Wealth Concepts LLC History New 52,622 677 0.01% 184 +52,622 New Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 52,489 676 0.0% 0.0% 185 -108 -0.21% Q1 2026 Apr 30, 2026
Virtu Financial LLC History Reduced 52,227 673 0.03% 0.05% 186 -28,659 -35.43% Q1 2026 May 14, 2026
Waverly Advisors, LLC History Added to 50,897 655 0.0% 0.0% 187 +16,976 50.05% Q1 2026 May 15, 2026
Parallax Volatility Advisers, L.P. History Reduced 50,000 644 0.0% 0.0% 188 -100,000 -66.67% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 49,869 642 0.01% 0.01% 189 +17,876 55.87% Q1 2026 May 12, 2026
Pictet Asset Management Holding SA History Added to 49,382 636 0.0% 0.0% 190 +3,416 7.43% Q1 2026 Apr 22, 2026
Bull Harbor Capital LLC History New 49,186 633 0.17% 191 +49,186 New Q1 2026 May 18, 2026
Pallas Capital Advisors LLC History Added to 48,525 625 0.02% 0.01% 192 +21,159 77.32% Q1 2026 Apr 21, 2026
Aquatic Capital Management LLC History New 47,824 615 0.02% 193 +47,824 New Q1 2026 May 15, 2026
Quotient Wealth Partners, LLC History Added to 46,775 602 0.02% 0.02% 194 +1,413 3.11% Q1 2026 Apr 16, 2026
ARDSLEY ADVISORY PARTNERS LP History New 46,000 592 0.08% 195 +46,000 New Q1 2026 May 15, 2026
Utah Retirement Systems History Added to 45,863 590 0.01% 0.01% 196 +948 2.11% Q1 2026 May 15, 2026
Diametric Capital, LP History Added to 45,700 588 0.15% 0.17% 197 +4,265 10.29% Q1 2026 May 15, 2026
Green Alpha Advisors, LLC History Reduced 45,497 586 0.58% 0.63% 198 -760 -1.64% Q1 2026 Apr 07, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 43,911 582 0.18% 0.23% 199 +58 0.13% Q1 2026 Apr 17, 2026
XPONANCE LLC History Added to 45,109 581 0.0% 0.0% 200 +7,671 20.49% Q1 2026 May 13, 2026
Sivia Capital Partners, LLC History New 44,402 571 0.11% 201 +44,402 New Q1 2026 May 12, 2026
Marathon Trading Investment Management LLC History Reduced 44,000 566 0.02% 0.03% 202 -56,800 -56.35% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History New 43,648 562 0.0% 203 +43,648 New Q1 2026 May 07, 2026
Ahara Advisors LLC History Added to 42,248 544 0.45% 0.33% 204 +17,920 73.66% Q1 2026 May 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 41,259 531 0.01% 0.0% 205 +12,762 44.78% Q1 2026 May 14, 2026
Marex Group plc History Added to 40,807 525 0.0% 0.0% 206 +4,151 11.32% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 40,298 519 0.0% 0.02% 207 -648,597 -94.15% Q1 2026 May 14, 2026
Sphera Management Technology Funds Ltd History Reduced 40,000 515 0.29% 0.92% 208 -140,000 -77.78% Q1 2026 May 15, 2026
INTERCAPITAL, LLC History New 40,000 515 0.17% 209 +40,000 New Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 39,691 511 0.0% 0.0% 210 -27,344 -40.79% Q1 2026 May 04, 2026
PIER 88 INVESTMENT PARTNERS LLC History Added to 38,900 501 0.12% 0.06% 211 +22,060 131.0% Q1 2026 May 11, 2026
Fieldview Capital Management, LLC History New 37,835 487 0.14% 212 +37,835 New Q1 2026 May 14, 2026
Harbour Capital Advisors, LLC History New 33,245 486 0.09% 214 +33,245 New Q1 2026 Apr 29, 2026
OFI INVEST ASSET MANAGEMENT History No change 43,487 486 0.01% 0.01% 213 0 0.0% Q1 2026 May 05, 2026
OXFORD ASSET MANAGEMENT LLP History New 37,019 476 0.2% 216 +37,019 New Q1 2026 May 15, 2026
WEALTH EFFECTS LLC History Reduced 37,000 476 0.17% 0.18% 215 -500 -1.33% Q1 2026 Apr 21, 2026
Brevan Howard Capital Management LP History Reduced 36,647 472 0.0% 0.01% 217 -54,331 -59.72% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 36,482 469 0.0% 0.0% 218 +274 0.76% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 32,724 463 0.03% 220 +32,724 New Q1 2026 May 15, 2026
Altshuler Shaham Ltd History Reduced 36,000 463 0.01% 0.01% 219 -400 -1.1% Q1 2026 May 18, 2026
Cetera Investment Advisers History Reduced 35,763 460 0.0% 0.0% 221 -246 -0.68% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 34,314 441 0.0% 0.0% 222 -3,816 -10.01% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 32,189 414 0.0% 0.0% 223 +5,873 22.32% Q1 2026 May 05, 2026
Pathstone Holdings, LLC History Added to 31,661 407 0.0% 0.0% 224 +4,678 17.34% Q1 2026 May 11, 2026
GUGGENHEIM CAPITAL LLC History Reduced 31,247 402 0.0% 0.0% 225 -1,259 -3.87% Q1 2026 May 15, 2026
Y.D. More Investments Ltd History Added to 82,805 399 0.02% 0.02% 226 +52,333 171.74% Q1 2026 May 04, 2026
Cresset Asset Management, LLC History Reduced 29,479 379 0.0% 0.0% 227 -1,652 -5.31% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Added to 29,104 374 0.0% 0.0% 228 +7,916 37.36% Q1 2026 May 15, 2026
SEB Asset Management AB History New 28,294 364 0.0% 229 +28,294 New Q1 2026 May 07, 2026
Z3 Capital Partners, LLC History Reduced 28,050 361 0.09% 0.11% 230 -1,245 -4.25% Q1 2026 May 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 27,708 357 0.0% 0.0% 231 0 0.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 27,109 349 0.03% 0.01% 232 +16,724 161.04% Q1 2026 May 15, 2026
Krilogy Financial LLC History Added to 24,519 341 0.01% 0.01% 233 +899 3.81% Q1 2026 Apr 17, 2026
BESSEMER GROUP INC History Reduced 26,430 340 0.0% 0.0% 234 -61,758 -70.03% Q1 2026 May 06, 2026
HB Wealth Management, LLC History New 26,016 335 0.0% 235 +26,016 New Q1 2026 Apr 27, 2026
Sunbelt Securities, Inc. History Added to 25,730 331 0.02% 0.02% 236 +2,115 8.96% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 25,660 330 0.0% 0.0% 237 +21,156 469.72% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 25,531 328 0.02% 0.01% 238 +10,707 72.23% Q1 2026 May 07, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 25,323 326 0.02% 0.01% 239 +13,758 118.96% Q1 2026 Apr 16, 2026
NorthCrest Asset Manangement, LLC History Added to 24,439 325 0.01% 0.0% 240 +9,802 66.97% Q1 2026 Apr 08, 2026
BAILARD, INC. History No change 25,200 324 0.01% 0.01% 241 0 0.0% Q1 2026 May 11, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 25,162 324 0.0% 0.0% 242 0 0.0% Q1 2026 Apr 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 24,683 317 0.0% 0.0% 243 0 0.0% Q1 2026 May 12, 2026
Avory & Company, LLC History No change 24,423 314 0.41% 0.23% 244 0 0.0% Q1 2026 Apr 29, 2026
Eaton Financial Holdings Company, LLC History Reduced 23,751 305 0.1% 0.12% 245 -5,753 -19.5% Q1 2026 Apr 15, 2026
Ensign Peak Advisors, Inc History No change 23,645 304 0.0% 0.0% 246 0 0.0% Q1 2026 May 13, 2026
VARCOV Co. History New 23,560 303 0.11% 247 +23,560 New Q1 2026 May 15, 2026
Curi Capital, LLC History New 23,374 301 0.01% 248 +23,374 New Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 23,028 296 0.0% 0.0% 249 +11,867 106.33% Q1 2026 Apr 30, 2026
Campbell & CO Investment Adviser LLC History Added to 22,776 293 0.02% 0.01% 250 +12,592 123.64% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 22,660 291 0.01% 0.0% 251 +18,122 399.34% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 22,091 284 0.0% 0.0% 252 -43,410 -66.27% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 21,999 283 0.0% 254 +21,999 New Q1 2026 May 14, 2026
180 WEALTH ADVISORS, LLC History Added to 21,993 283 0.03% 0.03% 253 +3,750 20.56% Q1 2026 May 01, 2026
M&T BANK CORP History New 21,904 282 0.0% 255 +21,904 New Q1 2026 May 12, 2026
Frec Markets, Inc. History New 21,489 276 0.05% 256 +21,489 New Q1 2026 May 13, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 21,387 275 0.1% 0.16% 258 -5,520 -20.52% Q1 2026 May 14, 2026
Almanack Investment Partners, LLC. History No change 21,387 275 0.05% 0.05% 257 0 0.0% Q1 2026 May 05, 2026
AMALGAMATED BANK History Reduced 21,198 273 0.0% 0.0% 259 -83 -0.39% Q1 2026 May 08, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 21,020 270 0.03% 260 +21,020 New Q1 2026 May 12, 2026
Lido Advisors, LLC History Added to 20,847 268 0.0% 0.0% 261 +5,348 34.51% Q1 2026 May 13, 2026
Interchange Capital Partners, LLC History Added to 20,523 264 0.08% 0.05% 262 +875 4.45% Q1 2026 Apr 23, 2026
NATIXIS History Added to 20,491 263 0.0% 0.0% 263 +8,570 71.89% Q1 2026 May 14, 2026
Advisors Asset Management, Inc. History Added to 20,366 262 0.0% 0.0% 264 +8,052 65.39% Q1 2026 May 15, 2026
Probity Advisors, Inc. History Added to 20,044 258 0.04% 0.04% 265 +3,093 18.25% Q1 2026 Apr 28, 2026
Sunstone Asset Management, L.P. History New 20,000 257 0.3% 267 +20,000 New Q1 2026 May 14, 2026
Straight Path Wealth Management History No change 20,000 257 0.07% 0.08% 266 0 0.0% Q1 2026 Apr 22, 2026
VestGen Advisors, LLC History New 16,307 256 0.01% 268 +16,307 New Q1 2026 May 14, 2026
EARNED WEALTH ADVISORS, LLC History New 19,649 253 0.02% 269 +19,649 New Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 18,856 250 0.0% 0.0% 270 +4,003 26.95% Q1 2026 Apr 07, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 19,333 249 0.08% 0.08% 271 +3,744 24.02% Q1 2026 May 04, 2026
Main Street Group, LTD History New 299,000 248 0.07% 272 +299,000 New Q1 2026 May 06, 2026
Cornerstone Investment Partners, LLC History New 18,821 242 0.01% 273 +18,821 New Q1 2026 May 08, 2026
Swiss Life Asset Management Ltd History Added to 18,432 237 0.0% 0.0% 274 +4,840 35.61% Q1 2026 May 14, 2026
WADDELL & ASSOCIATES, LLC History Added to 18,243 234 0.01% 0.01% 275 +6,788 59.26% Q1 2026 May 11, 2026
DnB Asset Management AS History New 18,087 232 0.0% 277 +18,087 New Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 18,086 232 0.01% 0.0% 276 +17,809 6429.24% Q1 2026 May 15, 2026
MAI Capital Management History Added to 17,878 230 0.0% 0.0% 278 +16,916 1758.42% Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 17,541 225 0.0% 0.0% 279 +3,668 26.44% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 17,900 225 0.0% 0.0% 280 -2,186 -10.88% Q1 2026 May 15, 2026
PFG Investments, LLC History Added to 17,289 222 0.01% 0.01% 281 +378 2.24% Q1 2026 Apr 27, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 18,568 221 0.02% 283 +18,568 New Q1 2026 Apr 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 17,160 221 0.02% 282 +17,160 New Q1 2026 May 13, 2026
Caerus Investment Advisors, LLC History No change 14,513 217 0.07% 0.07% 284 0 0.0% Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History New 16,696 215 0.0% 285 +16,696 New Q1 2026 May 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 16,398 211 0.0% 286 +16,398 New Q1 2026 Apr 20, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 16,338 210 0.0% 0.0% 287 +3,078 23.21% Q1 2026 May 15, 2026
INCEPTIONR LLC History Reduced 16,170 208 0.05% 0.07% 288 -1,053 -6.11% Q1 2026 May 14, 2026
State of Wyoming History Added to 15,994 206 0.02% 0.02% 289 +3,264 25.64% Q1 2026 May 13, 2026
Essential Partners LLC History Added to 15,327 197 0.07% 0.03% 290 +9,365 157.08% Q1 2026 May 21, 2026
Impact Partnership Wealth, LLC History Added to 15,259 196 0.02% 0.02% 291 +2,907 23.53% Q1 2026 Apr 23, 2026
MetLife Investment Management, LLC History Reduced 15,075 194 0.0% 0.0% 292 -25 -0.17% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 14,907 191 0.0% 0.0% 293 -1,775 -10.64% Q1 2026 May 15, 2026
Strategic Family Wealth Counselors, L.L.C. History New 14,793 190 0.05% 295 +14,793 New Q1 2026 May 11, 2026
Perennial Investment Advisors, LLC History Added to 14,819 190 0.02% 0.02% 294 +135 0.92% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History New 14,599 188 0.02% 296 +14,599 New Q1 2026 May 08, 2026
Teamwork Financial Advisors, LLC History Reduced 14,523 187 0.02% 0.19% 297 -113,926 -88.69% Q1 2026 Apr 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 14,450 186 0.02% 0.03% 298 +3 0.02% Q1 2026 May 12, 2026
FIFTH THIRD BANCORP History Added to 14,381 185 0.0% 0.0% 299 +3,509 32.28% Q1 2026 May 01, 2026
Kera Capital Partners, Inc. History New 14,046 180 0.02% 301 +14,046 New Q1 2026 May 06, 2026
BANK OF MONTREAL /CAN/ History Reduced 14,036 180 0.0% 0.0% 300 -3,871 -21.62% Q1 2026 May 13, 2026
Brooklyn Investment Group History New 13,887 178 0.01% 302 +13,887 New Q1 2026 Apr 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 13,698 176 0.0% 0.0% 303 +7,997 140.27% Q1 2026 May 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 13,612 175 0.0% 304 +13,612 New Q1 2026 May 01, 2026
Modera Wealth Management, LLC History New 13,595 175 0.0% 305 +13,595 New Q1 2026 May 06, 2026
Rothschild Wealth LLC History New 13,500 173 0.02% 306 +13,500 New Q1 2026 May 06, 2026
Compound Planning, Inc. History Added to 13,380 172 0.01% 0.0% 307 +2,229 19.99% Q1 2026 May 14, 2026
BROWN ADVISORY INC History Reduced 13,208 170 0.0% 0.0% 308 -32,004 -70.79% Q1 2026 May 15, 2026
Triumph Capital Management History Reduced 13,103 168 0.03% 0.13% 309 -27,238 -67.52% Q1 2026 May 13, 2026
Concurrent Investment Advisors, LLC History Reduced 13,102 168 0.0% 0.0% 310 -7,000 -34.82% Q1 2026 Apr 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 13,017 167 0.0% 315 +13,017 New Q1 2026 May 14, 2026
Tempus Wealth Planning, LLC History Reduced 12,969 167 0.04% 0.06% 313 -4,808 -27.05% Q1 2026 Apr 28, 2026
Parcion Private Wealth LLC History Added to 13,004 167 0.01% 0.01% 312 +1,760 15.65% Q1 2026 Apr 22, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 13,000 167 0.07% 0.08% 314 -8 -0.06% Q1 2026 Apr 28, 2026
Maryland State Retirement & Pension System History No change 13,039 167 0.0% 0.0% 311 0 0.0% Q1 2026 May 04, 2026
PRINCIPAL FINANCIAL GROUP INC History New 12,905 166 0.0% 316 +12,905 New Q1 2026 May 04, 2026
waypoint wealth counsel History New 12,801 164 0.08% 317 +12,801 New Q1 2026 Apr 23, 2026
PINNACLE ASSOCIATES LTD History New 12,603 162 0.0% 318 +12,603 New Q1 2026 Apr 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 12,603 162 0.01% 320 +12,603 New Q1 2026 Apr 21, 2026
Jaffetilchin Investment Partners, LLC History New 12,585 162 0.01% 319 +12,585 New Q1 2026 May 13, 2026
WESTPORT ASSET MANAGEMENT INC History No change 12,500 161 0.07% 0.09% 321 0 0.0% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 12,469 160 0.0% 322 +12,469 New Q1 2026 May 11, 2026
ArchPoint Investors History No change 12,322 158 0.04% 0.04% 323 0 0.0% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 12,162 156 0.0% 0.0% 324 +972 8.69% Q1 2026 May 15, 2026
Jasper Ridge Partners, L.P. History No change 11,906 153 0.0% 0.0% 325 0 0.0% Q1 2026 May 11, 2026
FOX RUN MANAGEMENT, L.L.C. History New 11,922 150 0.03% 328 +11,922 New Q1 2026 May 12, 2026
CIBC Asset Management Inc History No change 11,656 150 0.0% 0.0% 326 0 0.0% Q1 2026 May 12, 2026
Colter Lewis Investment Partners LLC History No change 11,695 150 0.14% 0.2% 327 0 0.0% Q1 2026 May 15, 2026
Centiva Capital, LP History New 11,564 148 0.0% 330 +11,564 New Q1 2026 May 14, 2026
Machina Capital S.A.S. History New 11,556 148 0.03% 331 +11,556 New Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 11,550 148 0.0% 329 +11,550 New Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 11,471 147 0.0% 0.0% 332 +3,129 37.51% Q1 2026 Apr 30, 2026
DAYMARK WEALTH PARTNERS, LLC History New 11,005 141 0.0% 333 +11,005 New Q1 2026 May 11, 2026
DSM CAPITAL PARTNERS LLC History Added to 10,828 139 0.0% 0.0% 334 +540 5.25% Q1 2026 Apr 29, 2026
MSA Advisors, LLC History No change 10,679 137 0.04% 0.04% 335 0 0.0% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 10,590 136 0.0% 0.0% 336 -4,886 -31.57% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 10,342 133 0.0% 337 +10,342 New Q1 2026 May 12, 2026
World Investment Advisors History New 10,069 129 0.0% 338 +10,069 New Q1 2026 Apr 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 10,000 128 0.0% 0.02% 339 -71,430 -87.72% Q1 2026 May 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 10,000 128 0.0% 342 +10,000 New Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 10,000 128 0.0% 0.0% 340 -8,000 -44.44% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Reduced 9,965 128 0.0% 0.0% 341 -1,442 -12.64% Q1 2026 Apr 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 8,939 115 0.0% 0.0% 343 -2,585 -22.43% Q1 2026 May 08, 2026
Litman Gregory Wealth Management LLC History No change 6,750 101 0.01% 0.01% 344 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 7,541 97 0.0% 0.0% 345 -6,690 -47.01% Q1 2026 Apr 13, 2026
AlphaQuest LLC History No change 6,385 95 0.01% 0.01% 346 0 0.0% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Reduced 7,121 91 0.0% 0.0% 347 -24,469 -77.46% Q1 2026 May 13, 2026
Spire Wealth Management History New 7,015 90 0.0% 348 +7,015 New Q1 2026 Apr 22, 2026
Perkins Coie Trust Co History No change 6,850 88 0.02% 0.02% 349 0 0.0% Q1 2026 Apr 15, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 6,400 82 0.03% 0.02% 350 0 0.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 5,923 76 0.0% 0.0% 351 +3,695 165.84% Q1 2026 May 13, 2026
True Wealth Design, LLC History Added to 5,392 69 0.02% 0.0% 352 +4,495 501.11% Q1 2026 Apr 13, 2026
Parallel Advisors, LLC History Added to 5,318 68 0.0% 0.0% 353 +3,910 277.7% Q1 2026 May 07, 2026
Eurizon Capital SGR S.p.A. History No change 5,220 66 0.0% 0.0% 354 0 0.0% Q1 2026 May 08, 2026
Strategic Advocates LLC History Added to 5,000 64 0.28% 0.01% 356 +3,500 233.33% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 4,999 64 0.0% 0.0% 355 +1,111 28.58% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 4,201 63 0.0% 0.0% 357 0 0.0% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 4,871 62 0.0% 0.0% 358 -4,864 -49.96% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 4,464 57 0.0% 0.0% 359 -1,918 -30.05% Q1 2026 Apr 22, 2026
Root Financial Partners, LLC History Added to 4,355 56 0.0% 0.0% 360 +4,262 4582.8% Q1 2026 Apr 24, 2026
Versant Capital Management, Inc History Added to 3,982 51 0.01% 0.0% 361 +3,476 686.96% Q1 2026 Apr 06, 2026
Smallwood Wealth Investment Management, LLC History No change 4,000 51 0.03% 0.03% 362 0 0.0% Q1 2026 Apr 22, 2026
Orion Capital Management LLC History Reduced 3,500 45 0.02% 0.02% 363 -700 -16.67% Q1 2026 May 14, 2026
Covestor Ltd History Reduced 3,338 43 0.03% 0.04% 364 -1,444 -30.2% Q1 2026 May 05, 2026
Aster Capital Management (DIFC) Ltd History New 2,306 41 0.01% 365 +2,306 New Q1 2026 May 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 3,072 39 0.0% 0.0% 366 0 0.0% Q1 2026 May 11, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 3,000 38 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 29, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 3,007 38 0.0% 0.0% 368 0 0.0% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 2,842 36 0.0% 0.0% 370 +2,426 583.17% Q1 2026 Apr 06, 2026
SIGNATUREFD, LLC History Added to 2,855 36 0.0% 0.0% 369 +1,934 209.99% Q1 2026 Apr 07, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 2,500 32 0.02% 0.02% 371 -300 -10.71% Q1 2026 May 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 2,400 30 0.0% 0.0% 372 0 0.0% Q1 2026 May 05, 2026
Truvestments Capital LLC History Reduced 2,273 29 0.01% 0.01% 373 -1,687 -42.6% Q1 2026 May 13, 2026
VEGA INVESTMENT SOLUTIONS History No change 1,822 23 0.01% 0.0% 374 0 0.0% Q1 2026 May 14, 2026
SJS Investment Consulting Inc. History Added to 1,665 21 0.0% 375 +1,662 55400.0% Q1 2026 Apr 23, 2026
Quent Capital, LLC History Added to 1,660 21 0.0% 0.0% 376 +375 29.18% Q1 2026 Apr 28, 2026
Hilton Head Capital Partners, LLC History New 1,574 20 0.01% 377 +1,574 New Q1 2026 Apr 20, 2026
Wealth Preservation Advisors, LLC History New 1,529 19 0.02% 379 +1,529 New Q1 2026 May 15, 2026
EFG International AG History Reduced 1,500 19 0.0% 0.0% 378 -1,260 -45.65% Q1 2026 May 15, 2026
Activest Wealth Management History Added to 1,420 18 0.0% 0.0% 380 +1,251 740.24% Q1 2026 Apr 15, 2026
N.E.W. Advisory Services LLC History No change 1,355 17 0.0% 0.0% 381 0 0.0% Q1 2026 May 04, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,285 16 0.0% 0.01% 382 -232,015 -99.45% Q1 2026 May 08, 2026
Atlantic Union Bankshares Corp History No change 1,103 14 0.0% 0.0% 383 0 0.0% Q1 2026 May 12, 2026
Avion Wealth History Added to 1,077 13 0.0% 384 +1,013 1582.81% Q1 2026 May 01, 2026
Keating Financial Advisory Services, Inc. History Added to 883 11 0.0% 385 +882 88200.0% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History No change 725 9 0.0% 0.0% 386 0 0.0% Q1 2026 May 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 672 8 0.0% 0.0% 387 +581 638.46% Q1 2026 May 13, 2026
Silver Grove Financial Group, Inc. History New 575 7 0.01% 390 +575 New Q1 2026 May 15, 2026
COMERICA BANK History No change 500 7 0.0% 0.0% 388 0 0.0% Q4 2025 Jan 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 551 7 0.0% 0.0% 389 0 0.0% Q1 2026 May 01, 2026
DANSKE BANK A/S History Reduced 500 6 0.0% 0.0% 391 -1,000 -66.67% Q1 2026 May 12, 2026
Rakuten Securities, Inc. History Reduced 510 6 0.0% 0.01% 395 -679 -57.11% Q1 2026 May 01, 2026
Clearstead Trust, LLC History New 494 6 0.0% 396 +494 New Q1 2026 May 06, 2026
Bell Investment Advisors, Inc History Reduced 483 6 0.0% 0.0% 393 -109 -18.41% Q1 2026 Apr 17, 2026
NFSG Corp History No change 500 6 0.0% 0.0% 392 0 0.0% Q1 2026 May 05, 2026
SageView Advisory Group, LLC History No change 430 6 0.0% 0.0% 394 0 0.0% Q4 2025 Feb 17, 2026
Sachetta, LLC History Added to 390 5 0.0% 0.0% 401 +321 465.22% Q1 2026 May 01, 2026
North Star Investment Management Corp. History Added to 406 5 0.0% 0.0% 398 +265 187.94% Q1 2026 Apr 23, 2026
Marquette Asset Management, LLC History Added to 464 5 0.0% 0.0% 399 +47 11.27% Q1 2026 Apr 23, 2026
HUNTINGTON NATIONAL BANK History Reduced 416 5 0.0% 0.0% 397 -11 -2.58% Q1 2026 May 15, 2026
McIlrath & Eck, LLC History No change 400 5 0.0% 0.0% 400 0 0.0% Q1 2026 May 19, 2026
Wilkerson Advisory Group LLC History No change 444 5 0.0% 0.0% 402 0 0.0% Q1 2026 May 08, 2026
ASSETMARK, INC History Reduced 317 4 0.0% 0.0% 403 -1,589 -83.37% Q1 2026 May 06, 2026
1 NORTH WEALTH SERVICES LLC History No change 375 4 0.0% 0.0% 404 0 0.0% Q1 2026 May 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 310 3 0.0% 0.0% 405 +219 240.66% Q1 2026 May 08, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 250 3 0.0% 0.0% 406 0 0.0% Q1 2026 May 11, 2026
Archer Investment Corp History No change 300 3 0.0% 0.0% 407 0 0.0% Q1 2026 May 04, 2026
Nemes Rush Group LLC History No change 300 3 0.0% 0.0% 408 0 0.0% Q1 2026 Apr 21, 2026
Smartleaf Asset Management LLC History Reduced 210 2 0.0% 0.0% 415 -342 -61.96% Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History New 200 2 0.0% 418 +200 New Q1 2026 Apr 29, 2026
CVA Family Office, LLC History New 157 2 0.0% 419 +157 New Q1 2026 Apr 29, 2026
TFC Financial Management, Inc. History Added to 200 2 0.0% 414 +155 344.44% Q1 2026 Apr 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 208 2 0.0% 412 +146 235.48% Q1 2026 Apr 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 172 2 0.0% 410 +142 473.33% Q1 2026 Apr 13, 2026
Rossby Financial, LCC History Added to 158 2 0.0% 417 +128 426.67% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History Reduced 209 2 0.0% 0.0% 411 -113 -35.09% Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 200 2 0.0% 0.0% 413 +100 100.0% Q1 2026 May 01, 2026
NBC SECURITIES, INC. History No change 231 2 0.0% 0.0% 409 0 0.0% Q1 2026 Apr 14, 2026
Ankerstar Wealth, LLC History No change 200 2 0.0% 0.0% 416 0 0.0% Q1 2026 May 13, 2026
Bank of Jackson Hole Trust History Reduced 105 1 0.0% 0.0% 423 -211 -66.77% Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 132 1 0.0% 427 +132 New Q1 2026 May 08, 2026
Elequin Capital, LP History New 123 1 0.0% 426 +123 New Q1 2026 May 11, 2026
SHP Wealth Management History New 110 1 0.0% 425 +110 New Q1 2026 May 08, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 102 1 0.0% 428 +102 New Q1 2026 May 08, 2026
Kilter Group LLC History New 99 1 0.0% 429 +99 New Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History New 78 1 0.0% 424 +78 New Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History Added to 107 1 0.0% 421 +42 64.62% Q1 2026 Apr 15, 2026
Bear Mountain Capital, Inc. History Added to 130 1 0.0% 0.0% 422 +11 9.24% Q1 2026 May 12, 2026
IFS Advisors, LLC History No change 100 1 0.0% 0.0% 420 0 0.0% Q1 2026 Apr 06, 2026
J. Goldman & Co LP History Closed out 0 0 1.26% -3,197,385 -100.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Closed out 0 0 0.09% -1,562,111 -100.0% Q1 2026 May 15, 2026
ASHFORD CAPITAL MANAGEMENT INC History Closed out 0 0 1.01% -601,830 -100.0% Q1 2026 May 15, 2026
Governors Lane LP History Closed out 0 0 0.48% -537,500 -100.0% Q1 2026 May 15, 2026
ING GROEP NV History Closed out 0 0 0.03% -346,800 -100.0% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Closed out 0 0 0.01% -338,042 -100.0% Q1 2026 Apr 16, 2026
PDT Partners, LLC History Closed out 0 0 0.3% -303,626 -100.0% Q1 2026 May 15, 2026
DRW Securities, LLC History Closed out 0 0 0.12% -296,300 -100.0% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -265,814 -100.0% Q1 2026 May 13, 2026
Maxi Investments CY Ltd History Closed out 0 0 0.67% -245,000 -100.0% Q1 2026 May 14, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.19% -236,476 -100.0% Q1 2026 May 07, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 0.15% -158,656 -100.0% Q1 2026 Apr 29, 2026
CEERA INVESTMENTS, LLC History Closed out 0 0 0.73% -126,320 -100.0% Q1 2026 May 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -118,713 -100.0% Q1 2026 May 13, 2026
Maytus Capital Management, LLC History Closed out 0 0 0.35% -100,000 -100.0% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Closed out 0 0 0.0% -85,543 -100.0% Q1 2026 May 14, 2026
Main Management ETF Advisors, LLC History Closed out 0 0 0.04% -82,215 -100.0% Q1 2026 May 14, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.13% -81,999 -100.0% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -67,954 -100.0% Q1 2026 May 15, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.24% -62,682 -100.0% Q1 2026 May 15, 2026
Twin Tree Management, LP History Closed out 0 0 0.01% -42,783 -100.0% Q1 2026 May 14, 2026
WBI INVESTMENTS, LLC History Closed out 0 0 0.16% -41,755 -100.0% Q1 2026 May 11, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -38,093 -100.0% Q1 2026 May 15, 2026
CSS LLC/IL History Closed out 0 0 0.03% -37,600 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -31,653 -100.0% Q1 2026 May 06, 2026
TrueMark Investments, LLC History Closed out 0 0 0.07% -22,743 -100.0% Q1 2026 Apr 20, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.01% -22,492 -100.0% Q1 2026 May 01, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.01% -20,000 -100.0% Q1 2026 May 15, 2026
Shay Capital LLC History Closed out 0 0 0.03% -20,000 -100.0% Q1 2026 May 15, 2026
One68 Global Capital, LLC History Closed out 0 0 3.54% -20,000 -100.0% Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 0.01% -19,900 -100.0% Q1 2026 Apr 28, 2026
Yorktown Management & Research Co Inc History Closed out 0 0 0.2% -16,600 -100.0% Q1 2026 Apr 20, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.09% -15,097 -100.0% Q1 2026 May 14, 2026
Lotus Technology Management, LP History Closed out 0 0 0.12% -14,965 -100.0% Q1 2026 May 15, 2026
Stanley-Laman Group, Ltd. History Closed out 0 0 0.03% -14,177 -100.0% Q1 2026 Apr 16, 2026
Balboa Wealth Partners History Closed out 0 0 0.03% -13,527 -100.0% Q1 2026 Apr 16, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -13,358 -100.0% Q1 2026 Apr 23, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -12,600 -100.0% Q1 2026 May 14, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -11,992 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.01% -11,297 -100.0% Q1 2026 May 08, 2026
WINTON GROUP Ltd History Closed out 0 0 0.01% -10,817 -100.0% Q1 2026 May 12, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -10,766 -100.0% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History Closed out 0 0 0.01% -10,500 -100.0% Q1 2026 May 08, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -10,298 -100.0% Q1 2026 May 08, 2026
IPG Investment Advisors LLC History Closed out 0 0 0.03% -10,045 -100.0% Q1 2026 May 12, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -7,124 -100.0% Q1 2026 May 15, 2026
Robocap Asset Management Ltd History Closed out 0 0 0.09% -6,633 -100.0% Q1 2026 Apr 16, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -6,631 -100.0% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -4,396 -100.0% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Closed out 0 0 0.0% -4,192 -100.0% Q1 2026 Apr 07, 2026
Spurstone Advisory Services, LLC History Closed out 0 0 0.58% -2,500 -100.0% Q1 2026 Apr 28, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 0.01% -2,000 -100.0% Q1 2026 May 04, 2026
Sound Income Strategies, LLC History Closed out 0 0 0.0% -1,680 -100.0% Q1 2026 Apr 27, 2026
UMB Bank, n.a. History Reduced 72 0 0.0% -1,195 -94.32% Q1 2026 May 11, 2026
DV Trading LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 15, 2026
WOLFF WIESE MAGANA LLC History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 Apr 13, 2026
Torren Management, LLC History Closed out 0 0 0.01% -747 -100.0% Q1 2026 Apr 30, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 0.0% -626 -100.0% Q1 2026 May 07, 2026
Bare Financial Services, Inc History Closed out 0 0 0.0% -305 -100.0% Q1 2026 May 14, 2026
MONTAG A & ASSOCIATES INC History Reduced 14 0 0.0% -290 -95.39% Q1 2026 Apr 29, 2026
Atlantic Edge Private Wealth Management, LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 22, 2026
Winthrop Capital Management, LLC History Closed out 0 0 0.0% -125 -100.0% Q1 2026 Apr 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -115 -100.0% Q1 2026 Apr 28, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 Apr 30, 2026
Private Wealth Management Group, LLC History Closed out 0 0 0.0% -95 -100.0% Q1 2026 Apr 23, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -92 -100.0% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 67 0 +65 3250.0% Q1 2026 Apr 30, 2026
Blue Trust, Inc. History Reduced 32 0 0.0% -57 -64.04% Q1 2026 Apr 20, 2026
Transamerica Financial Advisors, LLC History Added to 76 0 +54 245.45% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -38 -100.0% Q1 2026 May 04, 2026
American Capital Advisory, LLC History New 36 0 +36 New Q1 2026 Apr 29, 2026
Caitong International Asset Management Co., Ltd History New 34 0 +34 New Q1 2026 May 11, 2026
Cornerstone Planning Group LLC History Added to 32 0 +28 700.0% Q1 2026 May 06, 2026
Bogart Wealth, LLC History Reduced 38 0 -26 -40.63% Q1 2026 Apr 28, 2026
FEDERATED HERMES, INC. History New 25 0 +25 New Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 25 0 +25 New Q1 2026 May 13, 2026
Investors Portfolio Services LLC History Added to 52 0 +22 73.33% Q1 2026 May 14, 2026
Cromwell Holdings LLC History Added to 49 0 +19 63.33% Q1 2026 Apr 30, 2026
TopTier Wealth Management, LLC History New 16 0 +16 New Q1 2026 May 05, 2026
Quaker Wealth Management, LLC History Closed out 0 0 -12 -100.0% Q1 2026 Apr 10, 2026
Bruce G. Allen Investments, LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 08, 2026
Gordian Capital Singapore Pte Ltd History Closed out 0 0 0.0% -11 -100.0% Q1 2026 May 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 10 0 +10 New Q1 2026 Apr 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 8 0 +8 New Q1 2026 May 08, 2026
JFS WEALTH ADVISORS, LLC History Reduced 15 0 -7 -31.82% Q1 2026 Apr 20, 2026
NCP Inc. History Closed out 0 0 -7 -100.0% Q1 2026 May 08, 2026
HFM Investment Advisors, LLC History Reduced 1 0 -3 -75.0% Q1 2026 May 01, 2026
AdvisorNet Financial, Inc History New 3 0 +3 New Q1 2026 Apr 17, 2026
Physician Wealth Advisors, Inc. History Added to 36 0 +2 5.88% Q1 2026 Apr 24, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Portus Wealth Advisors, LLC History New 2 0 +2 New Q1 2026 Apr 22, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 13 0 +1 8.33% Q1 2026 May 11, 2026
Bay Harbor Wealth Management, LLC History Added to 2 0 +1 100.0% Q1 2026 Apr 14, 2026
Dunhill Financial, LLC History Reduced 7 0 -1 -12.5% Q1 2026 May 06, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
Cheviot Value Management, LLC History No change 68 0 0.0% 0 0.0% Q1 2026 May 12, 2026
Tradewinds Capital Management, LLC History No change 65 0 0 0.0% Q1 2026 Apr 14, 2026
West Financial Advisors, LLC History No change 3 0 0 0.0% Q1 2026 Apr 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 20 0 0 0.0% Q1 2026 Apr 27, 2026
Principia Wealth Advisory, LLC History No change 58 0 0 0.0% Q4 2025 Feb 10, 2026
Legacy Wealth Managment, LLC/ID History No change 6 0 0 0.0% Q1 2026 May 07, 2026
Bernard Wealth Management Corp. History No change 4 0 0 0.0% Q1 2026 May 14, 2026
Ares Financial Consulting, LLC History No change 33 0 0 0.0% Q1 2026 Apr 02, 2026