SHOE CARNIVAL INC - SCVL

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 1,758,414 27,413 0.0% 0.0% 1 +75,201 4.47% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,651,332 25,744 0.01% 0.01% 2 +44,759 2.79% Q1 2026 May 07, 2026
Copeland Capital Management, LLC History Reduced 1,512,900 23,586 0.52% 0.57% 3 -7,839 -0.52% Q1 2026 May 06, 2026
VANGUARD GROUP INC History No change 1,183,810 19,982 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 1,111,650 17,330 0.0% 0.0% 5 +713,724 179.36% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 773,338 12,056 0.0% 6 +773,338 New Q1 2026 May 15, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 741,313 11,557 0.55% 0.58% 7 -3,206 -0.43% Q1 2026 May 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 667,349 10,403 0.01% 0.01% 8 +33,589 5.3% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Reduced 553,120 8,623 0.09% 0.1% 9 -24,081 -4.17% Q1 2026 May 12, 2026
MORGAN STANLEY History Added to 547,585 8,536 0.0% 0.0% 10 +38,615 7.59% Q1 2026 May 15, 2026
Nokomis Capital, L.L.C. History Reduced 537,845 8,385 2.41% 2.48% 11 -81,902 -13.22% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 517,946 8,074 0.0% 0.01% 12 -31,002 -5.65% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 466,338 7,272 0.0% 0.0% 13 +17,914 3.99% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 449,121 7,001 0.0% 0.0% 14 +7,442 1.68% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 433,199 6,753 0.0% 0.0% 15 -32,779 -7.03% Q1 2026 May 14, 2026
Meros Investment Management, LP History Added to 423,080 6,595 2.86% 2.78% 16 +7,970 1.92% Q1 2026 May 14, 2026
STATE STREET CORP History Reduced 417,099 6,502 0.0% 0.0% 17 -2,819 -0.67% Q1 2026 May 15, 2026
Hodges Capital Management Inc. History Reduced 389,980 6,079 0.5% 0.66% 18 -64,424 -14.18% Q1 2026 Apr 28, 2026
ProShare Advisors LLC History Reduced 322,702 5,030 0.01% 0.01% 19 -18,210 -5.34% Q1 2026 Apr 24, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 314,485 4,902 0.0% 20 +314,485 New Q1 2026 May 08, 2026
Pacific Ridge Capital Partners, LLC History Added to 309,480 4,824 1.04% 0.56% 21 +157,076 103.07% Q1 2026 May 11, 2026
UBS Group AG History Added to 277,317 4,323 0.0% 0.0% 22 +14,658 5.58% Q1 2026 May 05, 2026
LSV ASSET MANAGEMENT History Reduced 266,018 4,147 0.01% 0.01% 23 -1,200 -0.45% Q1 2026 May 11, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 263,751 4,111 0.07% 0.07% 24 +32,184 13.9% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 237,086 3,696 0.0% 0.0% 25 +20,652 9.54% Q1 2026 May 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 234,295 3,652 0.01% 0.01% 26 +72 0.03% Q1 2026 May 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 217,728 3,394 0.07% 0.07% 27 +11,876 5.77% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 212,503 3,268 0.0% 0.0% 28 +102,062 92.41% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 167,277 2,607 0.0% 0.0% 29 -81,654 -32.8% Q1 2026 May 15, 2026
Creative Planning History Added to 165,762 2,584 0.0% 0.0% 30 +88,896 115.65% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 165,302 2,577 0.0% 0.0% 31 +117,879 248.57% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 155,660 2,426 0.0% 0.0% 32 +63,912 69.66% Q1 2026 May 13, 2026
Empowered Funds, LLC History New 143,254 2,233 0.01% 33 +143,254 New Q1 2026 May 14, 2026
GABELLI FUNDS LLC History Reduced 139,636 2,176 0.01% 0.02% 34 -2,761 -1.94% Q1 2026 May 14, 2026
PDT Partners, LLC History Added to 130,829 2,039 0.12% 0.1% 35 +39,325 42.98% Q1 2026 May 15, 2026
CSM Advisors, LLC History Reduced 126,640 1,973 0.05% 0.06% 36 -420 -0.33% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 114,632 1,787 0.0% 37 +114,632 New Q1 2026 May 08, 2026
TECTONIC ADVISORS LLC History Added to 113,904 1,775 0.09% 0.09% 38 +16,974 17.51% Q1 2026 Apr 17, 2026
Russell Investments Group, Ltd. History Added to 102,961 1,605 0.0% 0.0% 39 +29,698 40.54% Q1 2026 May 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 102,186 1,593 0.01% 0.01% 40 -12,603 -10.98% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 102,103 1,588 0.0% 0.0% 41 +84,078 466.45% Q1 2026 May 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 101,335 1,579 0.0% 0.0% 42 +30,599 43.26% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Added to 97,107 1,514 0.0% 0.0% 43 +5,685 6.22% Q1 2026 May 15, 2026
North Star Investment Management Corp. History No change 96,892 1,510 0.09% 0.1% 44 0 0.0% Q1 2026 Apr 23, 2026
STIFEL FINANCIAL CORP History Added to 95,669 1,491 0.0% 0.0% 45 +1,082 1.14% Q1 2026 May 12, 2026
Invesco Ltd. History Added to 82,725 1,289 0.0% 0.0% 46 +3,244 4.08% Q1 2026 May 12, 2026
Focus Partners Wealth History Reduced 78,000 1,216 0.0% 0.0% 47 -1,988 -2.49% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 77,575 1,209 0.0% 48 +77,575 New Q1 2026 May 15, 2026
Quinn Opportunity Partners LLC History Reduced 74,055 1,154 0.06% 0.06% 49 -4,000 -5.12% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 69,853 1,089 0.0% 0.0% 50 +13,690 24.38% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 66,368 1,034 0.0% 0.0% 51 -5,823 -8.07% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Reduced 59,030 903 0.0% 0.0% 52 -22,841 -27.9% Q1 2026 Apr 30, 2026
Jump Financial, LLC History Reduced 56,012 873 0.01% 0.02% 53 -46,325 -45.27% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 54,357 847 0.0% 0.0% 54 -733 -1.33% Q1 2026 May 05, 2026
BARCLAYS PLC History Reduced 54,175 844 0.0% 0.0% 55 -15,811 -22.59% Q1 2026 May 14, 2026
PINNACLE ASSOCIATES LTD History Added to 52,220 814 0.01% 0.01% 56 +8,673 19.92% Q1 2026 Apr 21, 2026
Nuveen, LLC History Reduced 42,113 656 0.0% 0.0% 57 -14,990 -26.25% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 41,979 654 0.0% 0.0% 58 +2,822 7.21% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 38,907 606 0.0% 0.0% 59 -80,639 -67.45% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 36,875 574 0.0% 0.0% 60 +3,364 10.04% Q1 2026 May 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 36,315 566 0.0% 0.0% 61 +31,585 667.76% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 35,349 551 0.0% 0.0% 62 -20,242 -36.41% Q1 2026 May 12, 2026
Swiss National Bank History No change 34,400 536 0.0% 0.0% 63 0 0.0% Q1 2026 May 07, 2026
SummerHaven Investment Management, LLC History Reduced 33,017 514 0.32% 0.37% 64 -5,912 -15.19% Q1 2026 Apr 24, 2026
Mork Capital Management, LLC History No change 32,000 498 0.35% 0.33% 65 0 0.0% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 29,285 456 0.0% 66 +29,285 New Q1 2026 May 08, 2026
JANE STREET GROUP, LLC History Reduced 25,677 400 0.0% 0.0% 67 -180,265 -87.53% Q1 2026 May 12, 2026
Numerai GP LLC History Reduced 24,624 383 0.04% 0.06% 68 -3,463 -12.33% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 22,730 354 0.0% 0.0% 69 -529 -2.27% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 21,499 335 0.0% 0.0% 70 -3,571 -14.24% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Added to 20,514 319 0.0% 0.0% 71 +221 1.09% Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 19,390 302 0.0% 0.0% 72 +292 1.53% Q1 2026 May 13, 2026
Potomac Capital Management, Inc. History Added to 18,800 293 0.25% 0.21% 73 +3,228 20.73% Q1 2026 May 14, 2026
Atom Investors LP History Added to 18,387 286 0.02% 0.02% 74 +369 2.05% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History No change 16,939 264 0.01% 0.01% 75 0 0.0% Q1 2026 May 14, 2026
Koss-Olinger Consulting, LLC History Reduced 16,510 257 0.02% 0.02% 76 -2,006 -10.83% Q1 2026 May 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 16,203 252 0.0% 0.0% 77 -135 -0.83% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 15,819 247 0.0% 0.0% 78 0 0.0% Q1 2026 May 06, 2026
Aquatic Capital Management LLC History Added to 15,695 244 0.01% 0.01% 79 +348 2.27% Q1 2026 May 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 15,451 240 0.02% 0.02% 80 -4,306 -21.79% Q1 2026 Apr 21, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 14,463 225 0.0% 82 +14,463 New Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 14,463 225 0.0% 0.0% 81 -7 -0.05% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 14,326 223 0.0% 0.0% 83 +2,168 17.83% Q1 2026 May 06, 2026
Quantinno Capital Management LP History New 14,123 220 0.0% 84 +14,123 New Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 13,402 208 0.0% 0.0% 85 -77,308 -85.23% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 12,331 208 0.01% 0.01% 86 0 0.0% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Reduced 13,092 204 0.01% 0.01% 87 -3,071 -19.0% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 13,029 203 0.0% 0.0% 88 -420 -3.12% Q1 2026 Apr 14, 2026
1492 Capital Management LLC History New 12,744 198 0.08% 89 +12,744 New Q1 2026 Apr 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 12,578 197 0.0% 0.0% 90 +1,470 13.23% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 12,138 189 0.0% 0.0% 91 -510 -4.03% Q1 2026 May 13, 2026
COMERICA BANK History No change 10,545 177 0.0% 0.0% 92 0 0.0% Q4 2025 Jan 29, 2026
DRW Securities, LLC History New 11,099 173 0.0% 93 +11,099 New Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Reduced 11,016 171 0.0% 0.01% 94 -29,682 -72.93% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 10,926 170 0.0% 95 +10,910 68187.5% Q1 2026 May 01, 2026
Legal & General Group Plc History Reduced 10,914 170 0.0% 0.0% 96 -4,305 -28.29% Q1 2026 May 08, 2026
SHERBROOKE PARK ADVISERS LLC History No change 10,046 169 0.44% 0.44% 97 0 0.0% Q4 2025 Feb 17, 2026
FMR LLC History Added to 10,835 168 0.0% 0.0% 98 +3,507 47.86% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 10,525 164 0.0% 0.0% 99 +1,167 12.47% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 10,247 159 0.0% 100 +10,247 New Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,632 134 0.0% 0.0% 101 +204 2.42% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 8,202 128 0.0% 0.0% 102 -10,353 -55.8% Q1 2026 Apr 16, 2026
Wilmington Savings Fund Society, FSB History No change 8,100 126 0.0% 0.0% 103 0 0.0% Q1 2026 Apr 30, 2026
Quantbot Technologies LP History Added to 7,460 116 0.0% 0.0% 104 +4,810 181.51% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,005 109 0.0% 0.0% 105 0 0.0% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 6,977 108 0.0% 0.0% 106 -13,486 -65.9% Q1 2026 May 11, 2026
CWM, LLC History Added to 6,495 101 0.0% 0.0% 107 +4,220 185.49% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,022 93 0.0% 0.0% 108 0 0.0% Q1 2026 May 06, 2026
CITIGROUP INC History Reduced 4,754 74 0.0% 0.0% 109 -34,350 -87.84% Q1 2026 May 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,455 69 0.0% 0.0% 110 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 4,178 65 0.0% 111 +4,178 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 3,800 59 0.0% 0.0% 112 0 0.0% Q1 2026 Apr 29, 2026
EMC Capital Management History No change 2,618 44 0.02% 0.02% 113 0 0.0% Q4 2025 Mar 09, 2026
Advisory Services Network, LLC History New 2,695 42 0.0% 114 +2,695 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,656 41 0.0% 0.0% 115 -1 -0.04% Q1 2026 Apr 30, 2026
HUNTINGTON NATIONAL BANK History Added to 2,612 40 0.0% 0.0% 116 +443 20.42% Q1 2026 May 15, 2026
GAMMA Investing LLC History Reduced 2,030 31 0.0% 0.0% 117 -1,288 -38.82% Q1 2026 Apr 06, 2026
Tower Research Capital LLC (TRC) History Reduced 1,935 30 0.0% 0.0% 118 -2,418 -55.55% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 1,883 29 0.0% 0.0% 119 +687 57.44% Q1 2026 Apr 07, 2026
CANADA LIFE ASSURANCE Co History No change 1,781 28 0.0% 0.0% 120 0 0.0% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 1,826 28 0.0% 0.0% 121 0 0.0% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 1,653 27 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Added to 1,536 23 0.0% 0.0% 123 +217 16.45% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 850 13 0.0% 0.0% 125 +174 25.74% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 888 13 0.0% 0.0% 124 +28 3.26% Q1 2026 May 14, 2026
Cornerstone Planning Group LLC History Added to 595 10 0.0% 0.0% 126 +6 1.02% Q1 2026 May 06, 2026
Sterling Capital Management LLC History Reduced 601 9 0.0% 0.0% 127 -445 -42.54% Q1 2026 Apr 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 554 8 0.0% 0.0% 128 -342 -38.17% Q1 2026 Apr 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 554 8 0.0% 0.0% 129 +85 18.12% Q1 2026 May 14, 2026
Salomon & Ludwin, LLC History Reduced 531 8 0.0% 0.0% 130 -20 -3.63% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 362 6 0.0% 0.0% 131 +224 162.32% Q1 2026 Apr 28, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 337 5 0.0% 0.0% 133 -458 -57.61% Q1 2026 May 01, 2026
FIRST HORIZON CORP History Added to 376 5 0.0% 0.0% 132 +81 27.46% Q1 2026 Apr 30, 2026
MAI Capital Management History New 276 4 0.0% 137 +276 New Q1 2026 May 15, 2026
Essential Partners LLC History Added to 281 4 0.0% 136 +265 1656.25% Q1 2026 May 21, 2026
Farther Finance Advisors, LLC History Added to 302 4 0.0% 135 +245 429.82% Q1 2026 Apr 07, 2026
OSAIC HOLDINGS, INC. History Reduced 289 4 0.0% 0.0% 134 -7 -2.36% Q1 2026 May 15, 2026
Aventura Private Wealth, LLC History Reduced 221 3 0.0% 0.01% 138 -829 -78.95% Q1 2026 May 05, 2026
Burk Holdings LLC History New 250 3 0.0% 139 +250 New Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 182 2 0.0% 141 +128 237.04% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 132 2 0.0% 0.0% 140 +63 91.3% Q1 2026 May 08, 2026
Optiver Holding B.V. History Added to 140 2 0.0% 0.0% 142 +24 20.69% Q1 2026 Jun 02, 2026
WPG Advisers, LLC History Reduced 120 1 0.0% 0.0% 148 -104 -46.43% Q1 2026 Apr 29, 2026
ROTHSCHILD INVESTMENT LLC History Added to 114 1 0.0% 143 +101 776.92% Q1 2026 May 07, 2026
Whipplewood Advisors, LLC History New 98 1 0.0% 150 +98 New Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History New 97 1 0.0% 149 +97 New Q1 2026 May 14, 2026
Covestor Ltd History Added to 57 1 0.0% 0.0% 146 +16 39.02% Q1 2026 May 05, 2026
Larson Financial Group LLC History No change 117 1 0.0% 0.0% 144 0 0.0% Q1 2026 May 15, 2026
Cedar Mountain Advisors, LLC History No change 65 1 0.0% 0.0% 145 0 0.0% Q1 2026 Apr 30, 2026
Red Tortoise LLC History No change 97 1 0.0% 0.0% 147 0 0.0% Q1 2026 Apr 21, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -72,855 -100.0% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -59,148 -100.0% Q1 2026 May 15, 2026
NATIXIS History Closed out 0 0 0.0% -56,290 -100.0% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -54,364 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -43,089 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -37,577 -100.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Closed out 0 0 0.03% -33,343 -100.0% Q1 2026 Apr 29, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -30,202 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -27,183 -100.0% Q1 2026 May 08, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -27,123 -100.0% Q1 2026 May 15, 2026
Man Group plc History Closed out 0 0 0.0% -26,056 -100.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.19% -25,929 -100.0% Q1 2026 May 13, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.11% -22,780 -100.0% Q1 2026 May 14, 2026
PharVision Advisers, LLC History Closed out 0 0 0.11% -13,415 -100.0% Q1 2026 May 11, 2026
Weiss Asset Management LP History Closed out 0 0 0.0% -13,056 -100.0% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -12,747 -100.0% Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -12,200 -100.0% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.0% -11,345 -100.0% Q1 2026 May 14, 2026
Ground Swell Capital, LLC History Closed out 0 0 0.38% -10,964 -100.0% Q1 2026 Apr 21, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -10,202 -100.0% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -2,585 -100.0% Q1 2026 Apr 30, 2026
NBC SECURITIES, INC. History Closed out 0 0 0.0% -2,458 -100.0% Q1 2026 Apr 14, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -1,124 -100.0% Q1 2026 May 12, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -1,039 -100.0% Q1 2026 Apr 30, 2026
Quarry LP History Closed out 0 0 0.0% -990 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -570 -100.0% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Closed out 0 0 0.0% -489 -100.0% Q1 2026 May 14, 2026
ASSETMARK, INC History Closed out 0 0 0.0% -410 -100.0% Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Reduced 18 0 0.0% -164 -90.11% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 24 0 0.0% -134 -84.81% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -110 -100.0% Q1 2026 May 13, 2026
True Wealth Design, LLC History New 51 0 +51 New Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History New 26 0 +26 New Q1 2026 Apr 23, 2026
Wealth Preservation Advisors, LLC History New 24 0 +24 New Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History New 6 0 +6 New Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Added to 37 0 +4 12.12% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 35 0 +2 6.06% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History Closed out 0 0 -2 -100.0% Q1 2026 May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
SBI Securities Co., Ltd. History New 1 0 +1 New Q1 2026 Apr 27, 2026
CIBC Private Wealth Group LLC History No change 1 0 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History No change 3 0 0 0.0% Q1 2026 Apr 13, 2026
Parallel Advisors, LLC History No change 13 0 0 0.0% Q1 2026 Jun 02, 2026
Pinnacle Wealth Planning Services, Inc. History No change 44 0 0 0.0% Q1 2026 May 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 5 0 0 0.0% Q1 2026 Apr 21, 2026
MidFirst Bank History No change 47 0 0 0.0% Q1 2026 May 15, 2026