Safehold Inc. - SAFE

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.
Rows: 0
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 9,737,947 131,754 0.0% 0.0% 1 +69,694 0.72% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 7,539,171 103,211 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
MSD CAPITAL, L.P. History No change 5,782,745 78,240 89.59% 89.11% 3 0 0.0% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,996,020 67,596 0.0% 4 +4,996,020 New Q1 2026 May 08, 2026
T. Rowe Price Investment Management, Inc. History Added to 3,899,091 52,755 0.04% 0.02% 5 +2,394,661 159.17% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 2,607,173 35,726 0.0% 0.0% 6 -25,430 -0.97% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,267,206 30,675 0.0% 7 +2,267,206 New Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,355,262 18,339 0.0% 0.0% 8 -145 -0.01% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 1,008,376 13,644 0.0% 0.0% 9 +744,573 282.25% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 856,938 11,594 0.0% 0.0% 10 +73,171 9.34% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 814,845 11,098 0.0% 0.0% 11 +252,246 44.84% Q1 2026 May 13, 2026
ALGERT GLOBAL LLC History Added to 800,729 10,834 0.16% 0.16% 12 +46,200 6.12% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 798,170 10,799 0.0% 0.0% 13 +79,512 11.06% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 767,109 10,378 0.12% 0.15% 14 -186,089 -19.52% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Added to 615,557 8,328 0.0% 0.0% 15 +52,018 9.23% Q1 2026 May 14, 2026
Long Pond Capital, LP History Reduced 553,703 7,491 0.72% 1.52% 16 -391,236 -41.4% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 446,279 6,038 0.0% 0.0% 17 +3,555 0.8% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 419,320 5,673 0.0% 0.0% 18 +417,033 18234.94% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 395,955 5,357 0.0% 0.0% 19 -8,485 -2.1% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 337,284 4,563 0.0% 0.0% 20 +177,001 110.43% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 336,083 4,547 0.01% 0.01% 21 -470 -0.14% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Added to 317,170 4,291 0.0% 0.0% 22 +107,544 51.3% Q1 2026 May 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 316,290 4,279 0.16% 0.15% 23 -30,528 -8.8% Q1 2026 Apr 23, 2026
DENALI ADVISORS LLC History Added to 309,600 4,188 0.47% 0.14% 24 +217,700 236.89% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 308,652 4,176 0.0% 25 +308,652 New Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 304,806 4,124 0.0% 0.0% 26 -35,302 -10.38% Q1 2026 May 08, 2026
Michelson Medical Research Foundation, Inc. History No change 297,477 4,024 4.09% 4.08% 27 0 0.0% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 289,221 3,913 0.0% 0.0% 28 +7,077 2.51% Q1 2026 May 04, 2026
GOLDMAN SACHS GROUP INC History Added to 279,722 3,784 0.0% 0.0% 29 +1,166 0.42% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 279,205 3,778 0.0% 0.0% 30 +196,345 236.96% Q1 2026 Apr 16, 2026
Invesco Ltd. History Reduced 258,392 3,496 0.0% 0.0% 31 -2,578 -0.99% Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 244,151 3,303 0.0% 0.0% 32 -39,920 -14.05% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History No change 224,132 3,032 0.01% 0.01% 33 0 0.0% Q1 2026 May 05, 2026
MSD Partners, L.P. History No change 222,644 3,012 3.66% 2.81% 34 0 0.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 222,271 3,007 0.0% 0.0% 35 -298,887 -57.35% Q1 2026 May 15, 2026
Man Group plc History Added to 222,288 3,007 0.01% 0.0% 36 +148,627 201.77% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 219,084 2,964 0.0% 0.0% 37 -4,313 -1.93% Q1 2026 May 13, 2026
GABELLI FUNDS LLC History No change 217,271 2,939 0.02% 0.02% 38 0 0.0% Q1 2026 May 14, 2026
Aristotle Capital Boston, LLC History Reduced 211,815 2,870 0.18% 0.19% 39 -35,573 -14.38% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 198,322 2,684 0.01% 0.0% 40 +30,309 18.04% Q1 2026 May 01, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 194,202 2,627 0.0% 0.01% 41 -29,476 -13.18% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 180,352 2,440 0.0% 0.0% 42 -29,354 -14.0% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Added to 168,833 2,284 0.0% 0.0% 43 +53,540 46.44% Q1 2026 May 15, 2026
Berkeley Capital Partners, LLC History Added to 164,636 2,227 0.52% 0.51% 44 +7,563 4.81% Q1 2026 May 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 164,298 2,222 0.01% 0.01% 45 +5,175 3.25% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 155,248 2,100 0.0% 0.0% 46 +27,784 21.8% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Added to 149,869 2,027 0.0% 0.0% 47 +3,202 2.18% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 129,044 1,745 0.0% 0.0% 48 +886 0.69% Q1 2026 Apr 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 110,924 1,500 0.0% 0.0% 49 -27 -0.02% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Reduced 102,582 1,387 0.0% 0.0% 50 -20,023 -16.33% Q1 2026 Apr 30, 2026
UBS Group AG History Added to 99,763 1,349 0.0% 0.0% 51 +747 0.75% Q1 2026 May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 98,683 1,335 0.01% 0.01% 52 -254 -0.26% Q1 2026 Apr 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 98,518 1,332 0.0% 0.0% 53 +61,500 166.14% Q1 2026 May 06, 2026
DEUTSCHE BANK AG\ History Reduced 96,911 1,311 0.0% 0.0% 54 -273,131 -73.81% Q1 2026 May 06, 2026
Swiss National Bank History No change 92,014 1,244 0.0% 0.0% 55 0 0.0% Q1 2026 May 07, 2026
ROYAL BANK OF CANADA History Added to 90,756 1,228 0.0% 0.0% 56 +49,736 121.25% Q1 2026 May 15, 2026
Paralel Advisors LLC History No change 82,800 1,120 0.05% 0.04% 57 0 0.0% Q1 2026 May 07, 2026
Cerity Partners LLC History Reduced 81,331 1,100 0.0% 0.0% 58 -7,977 -8.93% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 78,848 1,079 0.0% 0.0% 59 +3,619 4.81% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 74,027 1,001 0.02% 0.02% 60 +1,331 1.83% Q1 2026 May 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 68,500 926 0.0% 0.0% 61 0 0.0% Q1 2026 May 11, 2026
STRS OHIO History Reduced 68,364 924 0.0% 0.0% 62 -4,900 -6.69% Q1 2026 Apr 24, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 65,724 890 0.0% 0.0% 63 +8,940 15.74% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 64,075 866 0.0% 0.0% 64 +44,530 227.83% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Added to 61,285 826 0.01% 0.01% 65 +525 0.86% Q1 2026 Apr 20, 2026
ALLSTATE CORP History Reduced 60,218 814 0.01% 0.01% 66 -4,518 -6.98% Q1 2026 May 11, 2026
Asset Management One Co., Ltd. History Reduced 59,907 810 0.0% 0.0% 67 -7,429 -11.03% Q1 2026 May 08, 2026
Campbell & CO Investment Adviser LLC History Added to 59,642 806 0.05% 0.03% 68 +12,461 26.41% Q1 2026 May 15, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 57,833 782 0.05% 0.06% 69 +11,050 23.62% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 52,575 719 0.04% 0.04% 70 0 0.0% Q4 2025 Feb 09, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 53,137 718 0.0% 0.0% 71 +5,548 11.66% Q1 2026 Apr 30, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 51,252 702 0.04% 0.04% 72 0 0.0% Q1 2026 May 06, 2026
CWA Asset Management Group, LLC History New 49,884 674 0.02% 73 +49,884 New Q1 2026 Apr 20, 2026
Amundi History Added to 49,316 667 0.0% 0.0% 74 +10,542 27.19% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 47,658 644 0.0% 75 +47,658 New Q1 2026 May 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 43,400 587 0.0% 0.0% 76 -418 -0.95% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 42,268 571 0.0% 0.0% 77 -42,415 -50.09% Q1 2026 May 11, 2026
INCEPTIONR LLC History Added to 42,148 570 0.14% 0.11% 78 +13,034 44.77% Q1 2026 May 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 41,903 566 0.02% 0.02% 79 -1,444 -3.33% Q1 2026 Apr 23, 2026
HRT FINANCIAL LP History Reduced 41,241 557 0.0% 0.0% 80 -53,764 -56.59% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 39,647 536 0.0% 0.0% 81 +70 0.18% Q1 2026 May 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 37,162 502 0.0% 0.0% 82 0 0.0% Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 36,622 495 0.0% 0.0% 83 +7,251 24.69% Q1 2026 May 01, 2026
Summit Global Investments History Reduced 35,142 475 0.03% 0.03% 84 -2,725 -7.2% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 33,450 452 0.0% 0.0% 85 +19 0.06% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 31,857 431 0.0% 86 +31,857 New Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 31,504 426 0.0% 0.0% 87 +2,041 6.93% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 29,748 406 0.0% 0.0% 88 0 0.0% Q1 2026 Apr 29, 2026
TWO SIGMA INVESTMENTS, LP History New 29,757 402 0.0% 89 +29,757 New Q1 2026 May 15, 2026
M&T BANK CORP History Added to 29,612 400 0.0% 0.0% 90 +651 2.25% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 28,550 386 0.0% 91 +28,550 New Q1 2026 May 08, 2026
FMR LLC History Added to 28,180 381 0.0% 0.0% 92 +1,604 6.04% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 27,858 377 0.0% 0.0% 93 -18,302 -39.65% Q1 2026 Apr 27, 2026
MACQUARIE GROUP LTD History No change 27,819 376 0.0% 0.0% 94 0 0.0% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 27,544 372 0.0% 0.0% 95 0 0.0% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History New 26,710 361 0.01% 96 +26,710 New Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 26,361 356 0.0% 0.0% 97 +295 1.13% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Added to 25,782 348 0.0% 0.0% 98 +534 2.12% Q1 2026 May 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 24,290 328 0.0% 0.0% 99 -1,328 -5.18% Q1 2026 May 12, 2026
Greenwich Wealth Management LLC History Reduced 22,045 298 0.01% 0.01% 100 -1 -0.0% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Reduced 21,630 292 0.0% 0.0% 101 -22,119 -50.56% Q1 2026 May 14, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 21,003 284 0.01% 0.01% 102 +143 0.69% Q1 2026 May 13, 2026
Resona Asset Management Co.,Ltd. History Added to 20,551 279 0.0% 0.0% 103 +1,454 7.61% Q1 2026 Apr 29, 2026
Louisiana State Employees Retirement System History Reduced 20,400 276 0.0% 0.0% 104 -600 -2.86% Q1 2026 Apr 20, 2026
Vanguard Personalized Indexing Management, LLC History New 20,380 275 0.0% 105 +20,380 New Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 20,223 273 0.01% 0.01% 106 -7,052 -25.86% Q1 2026 Apr 22, 2026
Envestnet Portfolio Solutions, Inc. History Added to 20,185 273 0.0% 0.0% 107 +111 0.55% Q1 2026 Apr 29, 2026
JANUS HENDERSON GROUP PLC History No change 19,891 269 0.0% 0.0% 108 0 0.0% Q1 2026 May 18, 2026
Aberdeen Group plc History No change 19,892 269 0.0% 0.0% 109 0 0.0% Q1 2026 Apr 29, 2026
Mariner, LLC History Added to 19,223 260 0.0% 0.0% 110 +6,268 48.38% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 19,178 259 0.0% 111 +19,178 New Q1 2026 May 08, 2026
State of Wyoming History New 19,001 257 0.03% 112 +19,001 New Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 18,261 247 0.0% 0.0% 113 -77,421 -80.91% Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History Added to 17,904 242 0.0% 0.0% 114 +812 4.75% Q1 2026 May 13, 2026
JUPITER ASSET MANAGEMENT LTD History New 17,646 238 0.0% 115 +17,646 New Q1 2026 May 12, 2026
State of Tennessee, Department of Treasury History Added to 16,956 229 0.0% 0.0% 116 +576 3.52% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 15,942 215 0.0% 0.0% 117 +2,407 17.78% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 15,826 214 0.0% 0.0% 118 +819 5.46% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 15,640 211 0.0% 0.0% 119 -9,607 -38.05% Q1 2026 May 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,626 211 0.0% 0.0% 120 -7,071 -31.15% Q1 2026 May 15, 2026
PRIVATE MANAGEMENT GROUP INC History No change 15,547 210 0.01% 0.01% 121 0 0.0% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,510 209 0.0% 0.0% 122 0 0.0% Q1 2026 Apr 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 15,093 204 0.0% 123 +15,093 New Q1 2026 May 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 14,800 202 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 04, 2026
Spinnaker Investment Group, LLC History No change 14,351 194 0.04% 0.04% 125 0 0.0% Q1 2026 Apr 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,315 193 0.0% 0.0% 126 -2,021 -12.37% Q1 2026 Apr 08, 2026
Engineers Gate Manager LP History Added to 14,080 190 0.0% 0.0% 127 +2,318 19.71% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,709 185 0.0% 0.0% 128 -9,575 -41.12% Q1 2026 May 08, 2026
Creative Planning History Added to 13,594 183 0.0% 0.0% 130 +3,407 33.44% Q1 2026 May 12, 2026
AMALGAMATED BANK History Reduced 13,544 183 0.0% 0.0% 129 -217 -1.58% Q1 2026 May 08, 2026
Breakwater Capital Group History New 13,279 179 0.02% 131 +13,279 New Q1 2026 Apr 20, 2026
FIFTH THIRD BANCORP History Added to 12,990 175 0.0% 0.0% 132 +12,508 2595.02% Q1 2026 May 01, 2026
Arizona State Retirement System History Reduced 12,811 173 0.0% 0.0% 133 -76 -0.59% Q1 2026 May 01, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,646 171 0.0% 0.0% 134 0 0.0% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 12,449 168 0.0% 0.0% 135 -10,467 -45.68% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 12,435 168 0.0% 0.0% 136 -42 -0.34% Q1 2026 Apr 24, 2026
CAXTON ASSOCIATES LLP History New 12,390 167 0.0% 137 +12,390 New Q1 2026 May 14, 2026
COMERICA BANK History No change 11,918 163 0.0% 0.0% 138 0 0.0% Q4 2025 Jan 29, 2026
Inscription Capital, LLC History Added to 11,387 154 0.02% 0.02% 139 +300 2.71% Q1 2026 Apr 20, 2026
DekaBank Deutsche Girozentrale History No change 11,042 153 0.0% 0.0% 140 0 0.0% Q1 2026 May 07, 2026
GAMMA Investing LLC History Added to 11,254 152 0.01% 0.01% 141 +254 2.31% Q1 2026 Apr 06, 2026
UniSuper Management Pty Ltd History No change 11,000 148 0.0% 0.0% 142 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Reduced 10,808 146 0.0% 0.0% 143 -5,263 -32.75% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,684 144 0.0% 0.0% 144 -226 -2.07% Q1 2026 May 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 10,598 143 0.0% 0.0% 145 0 0.0% Q1 2026 Apr 24, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 10,602 143 0.11% 0.12% 146 0 0.0% Q1 2026 May 04, 2026
Sterneck Capital Management, LLC History Reduced 10,492 141 0.06% 0.07% 148 -364 -3.35% Q1 2026 Apr 16, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 10,469 141 0.0% 0.0% 147 0 0.0% Q1 2026 Apr 29, 2026
IMC-Chicago, LLC History Reduced 10,163 137 0.0% 0.0% 149 -15,502 -60.4% Q1 2026 May 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 9,725 131 0.0% 0.0% 150 0 0.0% Q1 2026 May 04, 2026
Corient Private Wealth LLC History New 11,102 129 0.0% 151 +11,102 New Q1 2026 May 15, 2026
Vestcor Inc History New 9,182 124 0.0% 152 +9,182 New Q1 2026 May 12, 2026
IFM Investors Pty Ltd History New 9,003 121 0.0% 153 +9,003 New Q1 2026 Apr 23, 2026
Federation des caisses Desjardins du Quebec History Added to 6,674 90 0.0% 0.0% 154 +2,245 50.69% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Reduced 6,360 86 0.0% 0.0% 155 -1,859 -22.62% Q1 2026 Apr 07, 2026
Tower Research Capital LLC (TRC) History Added to 6,274 84 0.0% 0.0% 156 +1,591 33.97% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 6,094 82 0.0% 0.0% 157 +1,478 32.02% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 4,693 63 0.0% 0.0% 158 0 0.0% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 4,525 61 0.0% 0.0% 159 -1,397 -23.59% Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 3,958 54 0.0% 0.0% 160 -2,896 -42.25% Q1 2026 Apr 30, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 3,933 53 0.0% 0.0% 161 -448 -10.23% Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Added to 3,331 45 0.0% 0.0% 162 +11 0.33% Q1 2026 Apr 14, 2026
Versant Capital Management, Inc History Reduced 3,183 43 0.0% 0.01% 163 -453 -12.46% Q1 2026 Apr 06, 2026
OSAIC HOLDINGS, INC. History Added to 2,988 40 0.0% 0.0% 164 +140 4.92% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 1,844 24 0.0% 0.0% 166 +1,000 118.48% Q1 2026 Apr 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,743 24 0.0% 0.0% 165 +806 86.02% Q1 2026 May 01, 2026
Quantbot Technologies LP History Reduced 1,443 19 0.0% 0.02% 167 -32,964 -95.81% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Reduced 1,169 15 0.0% 0.0% 168 -1,388 -54.28% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History Added to 1,052 14 0.0% 0.0% 169 +711 208.5% Q1 2026 May 11, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 961 13 0.0% 0.0% 170 -402 -29.49% Q1 2026 May 04, 2026
Vision Retirement, LLC History Added to 864 11 0.0% 0.0% 171 +10 1.17% Q1 2026 May 07, 2026
BESSEMER GROUP INC History New 702 10 0.0% 172 +702 New Q1 2026 May 06, 2026
Farther Finance Advisors, LLC History Added to 682 9 0.0% 0.0% 173 +58 9.29% Q1 2026 Apr 07, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 715 9 0.0% 0.0% 174 -58 -7.5% Q1 2026 Apr 15, 2026
Allworth Financial LP History Added to 555 7 0.0% 0.0% 175 +247 80.19% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 475 6 0.0% 0.0% 176 -539 -53.16% Q1 2026 May 14, 2026
New England Capital Financial Advisors LLC History New 500 6 0.0% 178 +500 New Q1 2026 Apr 27, 2026
Kemnay Advisory Services Inc. History New 459 6 0.0% 177 +459 New Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 395 5 0.0% 0.0% 181 +152 62.55% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 421 5 0.0% 0.0% 183 -126 -23.03% Q1 2026 May 21, 2026
Arax Advisory Partners History Added to 376 5 0.0% 0.0% 180 +101 36.73% Q1 2026 May 13, 2026
Quarry LP History Reduced 376 5 0.0% 0.0% 182 -24 -6.0% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 403 5 0.0% 0.0% 179 0 0.0% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Reduced 317 4 0.0% 0.0% 184 -3 -0.94% Q1 2026 May 15, 2026
MAI Capital Management History Added to 228 3 0.0% 187 +222 3700.0% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 251 3 0.0% 186 +195 348.21% Q1 2026 May 11, 2026
True Wealth Design, LLC History Reduced 255 3 0.0% 0.0% 189 -78 -23.42% Q1 2026 Apr 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 246 3 0.0% 0.0% 185 -12 -4.65% Q1 2026 May 07, 2026
FINANCIAL CONSULATE, INC History No change 236 3 0.0% 0.0% 188 0 0.0% Q1 2026 Apr 21, 2026
GROUP ONE TRADING LLC History Reduced 209 2 0.0% 0.0% 190 -5,468 -96.32% Q1 2026 May 13, 2026
Costello Asset Management, INC History No change 200 2 0.0% 0.0% 191 0 0.0% Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History No change 198 2 0.0% 0.0% 192 0 0.0% Q1 2026 Apr 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 105 1 0.0% 0.0% 195 -245 -70.0% Q1 2026 May 13, 2026
JPL Wealth Management, LLC History New 104 1 0.0% 200 +104 New Q1 2026 May 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 95 1 0.0% 199 +95 New Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Added to 75 1 0.0% 197 +64 581.82% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 103 1 0.0% 196 +40 63.49% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 83 1 0.0% 194 +35 72.92% Q1 2026 Apr 13, 2026
Covestor Ltd History Reduced 52 1 0.0% 0.0% 198 -33 -38.82% Q1 2026 May 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 135 1 0.0% 0.0% 193 -24 -15.09% Q1 2026 Apr 13, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.02% -187,539 -100.0% Q1 2026 May 14, 2026
Addison Capital Co History Closed out 0 0 0.61% -179,465 -100.0% Q1 2026 Apr 29, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -165,446 -100.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -108,719 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -65,648 -100.0% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -37,443 -100.0% Q1 2026 May 15, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History Closed out 0 0 0.04% -37,256 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -28,961 -100.0% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.03% -27,739 -100.0% Q1 2026 May 08, 2026
NATIXIS History Closed out 0 0 0.0% -27,000 -100.0% Q1 2026 May 14, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -22,758 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -22,449 -100.0% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -20,257 -100.0% Q1 2026 May 05, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.09% -16,841 -100.0% Q1 2026 May 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.01% -13,657 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -12,300 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -10,806 -100.0% Q1 2026 Apr 24, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -106 -100.0% Q1 2026 May 15, 2026
Investors Portfolio Services LLC History New 39 0 +39 New Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History New 37 0 +37 New Q1 2026 May 15, 2026
North Star Investment Management Corp. History Closed out 0 0 -36 -100.0% Q1 2026 Apr 23, 2026
Bell Investment Advisors, Inc History New 33 0 +33 New Q1 2026 Apr 17, 2026
Wealth Preservation Advisors, LLC History New 24 0 +24 New Q1 2026 May 15, 2026
BAYBAN History Closed out 0 0 -23 -100.0% Q1 2026 Apr 24, 2026
Root Financial Partners, LLC History New 17 0 +17 New Q1 2026 Apr 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 13 0 +12 1200.0% Q1 2026 Apr 21, 2026
Sunbelt Securities, Inc. History Reduced 48 0 -11 -18.64% Q1 2026 May 15, 2026
Stone House Investment Management, LLC History New 11 0 +11 New Q1 2026 Apr 22, 2026
Abound Wealth Management History New 10 0 +10 New Q1 2026 Apr 10, 2026
Smartleaf Asset Management LLC History Added to 29 0 +7 31.82% Q1 2026 May 15, 2026
Strategic Investment Solutions, Inc. /IL History New 4 0 +4 New Q1 2026 May 01, 2026
Ankerstar Wealth, LLC History Added to 8 0 +3 60.0% Q1 2026 May 13, 2026
Dunhill Financial, LLC History Reduced 2 0 -1 -33.33% Q1 2026 May 06, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History No change 2 0 0 0.0% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 65 0 0 0.0% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 11 0 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History No change 11 0 0 0.0% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History No change 14 0 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 46 0 0 0.0% Q4 2025 Feb 06, 2026
Center for Financial Planning, Inc. History No change 26 0 0 0.0% Q1 2026 May 04, 2026