STIFEL FINANCIAL CORP - SF

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 9,590,884 1,200,970 0.02% 0.02% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 14,487,418 1,070,909 0.02% 0.02% 2 +5,152,613 55.2% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 8,469,863 622,111 0.28% 0.19% 3 +5,576,013 192.68% Q1 2026 May 15, 2026
FMR LLC History Added to 8,136,211 601,428 0.03% 0.04% 4 +2,618,629 47.46% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 7,123,755 526,587 0.03% — 5 +7,123,755 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 6,647,564 491,387 0.01% — 6 +6,647,564 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 4,652,555 343,916 0.01% 0.01% 7 +1,589,077 51.87% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 2,707,099 338,982 0.11% 0.08% 8 +584,332 27.53% Q1 2026 May 15, 2026
Boston Partners History Added to 4,240,380 313,451 0.33% 0.3% 9 +1,917,119 82.52% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Added to 3,775,258 279,066 0.26% 0.26% 10 +1,489,893 65.19% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 3,698,168 273,368 0.05% 0.07% 11 +369,150 11.09% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Added to 3,690,114 272,773 1.12% 1.36% 12 +1,152,138 45.4% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,851,460 210,828 0.01% 0.01% 13 +1,006,825 54.58% Q1 2026 May 15, 2026
Capital Research Global Investors History Added to 2,797,955 206,824 0.03% 0.05% 14 +589,467 26.69% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,616,616 193,402 0.04% 0.05% 15 +890,810 51.62% Q1 2026 May 07, 2026
NORGES BANK History No change 1,377,145 172,446 0.02% 0.02% 16 0 0.0% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 1,974,628 145,964 0.01% 0.01% 17 +569,425 40.52% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,875,501 138,637 0.01% 0.01% 18 +693,437 58.66% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 1,687,811 124,763 0.04% 0.05% 19 +489,776 40.88% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Added to 1,529,587 113,067 0.01% 0.02% 20 +527,491 52.64% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 1,462,639 108,120 0.19% 0.18% 21 +488,811 50.19% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 1,367,474 101,083 0.02% 0.02% 22 +394,863 40.6% Q1 2026 May 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,364,978 100,899 0.42% — 23 +1,364,978 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,333,385 98,563 0.02% 0.02% 24 +491,634 58.41% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Added to 1,307,745 96,668 0.85% 0.97% 25 +410,344 45.73% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Added to 1,292,478 95,539 0.1% 0.15% 26 +7,672 0.6% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Added to 1,264,455 93,468 0.1% 0.06% 27 +765,084 153.21% Q1 2026 May 15, 2026
Fiera Capital Corp History Added to 1,225,145 90,562 0.31% 0.32% 28 +420,536 52.27% Q1 2026 May 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 1,218,982 90,107 0.3% 0.25% 29 +628,033 106.28% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 1,111,958 82,195 0.01% 0.01% 30 +176,013 18.81% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,075,067 79,468 0.04% 0.05% 31 +351,146 48.51% Q1 2026 May 04, 2026
VANGUARD FIDUCIARY TRUST CO History New 940,283 69,505 0.02% — 32 +940,283 New Q1 2026 May 08, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 869,575 64,278 0.04% 0.04% 33 +242,851 38.75% Q1 2026 May 15, 2026
UBS Group AG History Added to 785,075 58,032 0.01% 0.01% 34 +416,769 113.16% Q1 2026 May 05, 2026
Point72 Asset Management, L.P. History New 726,138 53,676 0.07% — 35 +726,138 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 689,714 50,983 0.07% 0.1% 36 +72,770 11.8% Q1 2026 May 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 675,530 49,935 0.02% 0.02% 37 +285,736 73.3% Q1 2026 May 12, 2026
LOOMIS SAYLES & CO L P History Added to 673,597 49,792 0.07% 0.06% 38 +305,793 83.14% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 640,348 47,334 0.01% 0.02% 39 +225,606 54.4% Q1 2026 May 04, 2026
D. E. Shaw & Co., Inc. History Added to 622,384 46,006 0.03% 0.02% 40 +332,998 115.07% Q1 2026 May 15, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 616,827 45,595 1.05% 1.22% 41 +203,152 49.11% Q1 2026 May 13, 2026
ALGEBRIS (UK) LTD History Added to 604,368 44,601 3.23% 3.16% 42 +286,534 90.15% Q1 2026 May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 594,474 43,943 0.32% 0.42% 43 +102,854 20.92% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 571,756 42,264 0.13% 0.15% 44 +157,657 38.07% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 557,331 41,197 0.01% 0.03% 45 -870,914 -60.98% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 506,722 37,458 0.0% 0.0% 46 +174,993 52.75% Q1 2026 May 15, 2026
Amundi History Added to 491,417 36,325 0.01% 0.01% 47 +248,935 102.66% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 489,907 36,213 0.07% 0.01% 48 +429,332 708.76% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 487,652 36,047 0.01% 0.0% 49 +364,958 297.45% Q1 2026 May 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 485,301 35,873 0.76% 1.02% 50 +100,969 26.27% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 465,057 34,377 0.0% 0.0% 51 +253,610 119.94% Q1 2026 May 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 455,862 33,697 0.14% 0.01% 52 +427,094 1484.61% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 444,122 32,829 0.14% 0.09% 53 +215,820 94.53% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 432,021 31,934 0.01% 0.01% 54 +140,237 48.06% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 424,556 31,383 0.01% 0.01% 55 +271,036 176.55% Q1 2026 May 15, 2026
Prana Capital Management, LP History Added to 424,078 31,347 0.95% 0.92% 56 +221,843 109.7% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 423,009 31,266 0.03% 0.01% 57 +379,575 873.91% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 431,357 30,997 0.0% 0.0% 58 +165,677 62.36% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 412,508 30,492 0.03% 0.03% 59 +157,609 61.83% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 410,190 30,321 0.01% 0.01% 60 +148,693 56.86% Q1 2026 May 13, 2026
Retirement Systems of Alabama History Added to 398,483 29,455 0.1% 0.12% 61 +109,026 37.67% Q1 2026 Apr 24, 2026
RHUMBLINE ADVISERS History Added to 389,919 28,824 0.02% 0.03% 62 +134,749 52.81% Q1 2026 May 12, 2026
ALGERT GLOBAL LLC History Added to 368,515 27,241 0.41% 0.38% 63 +173,237 88.71% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 366,321 27,078 0.02% 0.0% 64 +351,844 2430.37% Q1 2026 May 15, 2026
Woodline Partners LP History Added to 362,864 26,822 0.1% 0.02% 65 +311,411 605.23% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 357,330 26,413 0.0% 0.0% 66 +298,430 506.67% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 348,063 25,728 0.32% 0.1% 67 +277,989 396.71% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 342,065 25,285 0.02% 0.01% 68 +140,840 69.99% Q1 2026 May 06, 2026
BANK OF NOVA SCOTIA History Added to 341,855 25,269 0.04% 0.01% 69 +268,556 366.38% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 334,997 24,763 0.09% 0.09% 70 +134,024 66.69% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 189,012 23,668 0.11% 0.11% 71 0 0.0% Q4 2025 Feb 17, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 316,652 23,406 0.21% 0.38% 72 -35,716 -10.14% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 311,569 23,031 0.11% 0.05% 73 +170,937 121.55% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 308,246 22,785 0.04% 0.05% 74 +94,215 44.02% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 305,127 22,554 0.01% 0.01% 75 +85,848 39.15% Q1 2026 Apr 30, 2026
Swiss National Bank History Added to 302,119 22,332 0.01% 0.02% 76 +100,706 50.0% Q1 2026 May 07, 2026
SG Americas Securities, LLC History Added to 296,572 21,923 0.02% 0.02% 77 +171,308 136.76% Q1 2026 Apr 16, 2026
Ancora Advisors LLC History Added to 271,103 20,039 0.43% 0.53% 78 +67,036 32.85% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 262,517 19,405 0.04% 0.05% 79 +75,242 40.18% Q1 2026 May 15, 2026
Voleon Capital Management LP History Added to 262,464 19,401 0.42% 0.41% 80 +110,035 72.19% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 262,442 19,399 0.01% 0.01% 81 +102,005 63.58% Q1 2026 May 14, 2026
Jain Global LLC History Added to 250,226 18,496 0.08% 0.1% 82 +92,900 59.05% Q1 2026 May 15, 2026
WINTON GROUP Ltd History New 246,970 18,256 0.64% — 83 +246,970 New Q1 2026 May 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 246,000 18,184 0.03% 0.03% 84 +102,000 70.83% Q1 2026 May 15, 2026
Mariner, LLC History Added to 228,651 16,900 0.02% 0.01% 85 +139,432 156.28% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 226,772 16,762 0.0% 0.0% 86 +76,871 51.28% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 226,687 16,756 0.02% 0.07% 87 -358,068 -61.23% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Added to 221,321 16,360 0.14% 0.18% 88 +91,176 70.06% Q1 2026 May 15, 2026
Access Investment Management LLC History No change 142,492 16,168 4.34% 4.34% 89 0 0.0% Q4 2025 Feb 02, 2026
NATIXIS History Added to 218,011 16,115 0.06% 0.03% 90 +156,170 252.53% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 209,930 15,518 0.03% 0.03% 91 +66,657 46.52% Q1 2026 Apr 27, 2026
Moran Wealth Management, LLC History Added to 204,372 15,107 0.46% 0.53% 92 +67,478 49.29% Q1 2026 Apr 27, 2026
Legal & General Group Plc History Added to 198,904 14,702 0.0% 0.0% 93 +45,522 29.68% Q1 2026 May 08, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Added to 195,017 14,415 0.53% 0.52% 94 +59,364 43.76% Q1 2026 Apr 23, 2026
Crestwood Advisors Group, LLC History Added to 193,596 14,310 0.24% 0.27% 95 +66,017 51.75% Q1 2026 May 05, 2026
AXIOM INVESTORS LLC /DE History Added to 193,310 14,289 0.16% 0.2% 96 +11,836 6.52% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 185,877 13,740 0.0% 0.0% 97 +109,789 144.29% Q1 2026 May 06, 2026
Curi Capital, LLC History Added to 185,235 13,692 0.24% 0.23% 98 +77,258 71.55% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 183,157 13,538 0.02% 0.03% 99 +39,083 27.13% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 179,944 13,301 0.01% 0.0% 100 +179,413 33787.76% Q1 2026 May 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 178,394 13,186 0.02% — 101 +178,394 New Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 177,538 13,123 0.01% 0.01% 102 +81,099 84.09% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 164,005 12,123 0.0% 0.0% 103 +129,992 382.18% Q1 2026 May 13, 2026
Treasurer of the State of North Carolina History Added to 161,843 11,963 0.04% 0.04% 104 +61,240 60.87% Q1 2026 May 14, 2026
Trexquant Investment LP History Added to 160,607 11,872 0.09% 0.04% 105 +123,161 328.9% Q1 2026 May 15, 2026
EULAV Asset Management History Added to 156,633 11,578 0.37% 0.35% 106 +52,211 50.0% Q1 2026 May 07, 2026
HRT FINANCIAL LP History Added to 156,340 11,556 0.03% 0.01% 107 +123,244 372.38% Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 153,621 11,355 0.02% 0.02% 108 +51,206 50.0% Q1 2026 May 08, 2026
Creative Planning History Added to 151,185 11,175 0.01% 0.01% 109 +77,741 105.85% Q1 2026 May 12, 2026
VAN ECK ASSOCIATES CORP History Added to 147,685 10,917 0.01% 0.01% 110 +72,907 97.5% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 143,081 10,578 0.0% 0.0% 111 +43,036 43.02% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 141,863 10,486 0.01% — 112 +141,863 New Q1 2026 May 08, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 140,442 10,381 0.08% 0.18% 113 -48,545 -25.69% Q1 2026 May 13, 2026
CWM, LLC History Added to 140,171 10,361 0.03% 0.02% 114 +77,946 125.26% Q1 2026 May 14, 2026
HEARTLAND ADVISORS INC History Added to 134,153 9,916 0.51% 0.58% 115 +48,346 56.34% Q1 2026 May 06, 2026
Channing Capital Management, LLC History Reduced 132,891 9,823 0.25% 2.35% 116 -596,015 -81.77% Q1 2026 May 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 129,888 9,601 0.36% — 117 +129,888 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 129,849 9,598 0.0% 0.0% 118 +68,335 111.09% Q1 2026 May 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 128,852 9,524 0.02% 0.02% 119 +35,157 37.52% Q1 2026 May 11, 2026
Assenagon Asset Management S.A. History Added to 126,749 9,369 0.01% 0.02% 120 +27,591 27.83% Q1 2026 Apr 20, 2026
BW Gestao de Investimentos Ltda. History Added to 124,967 9,237 0.31% 0.14% 121 +76,967 160.35% Q1 2026 Apr 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 123,486 9,128 0.02% 0.02% 122 +45,893 59.15% Q1 2026 May 01, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 120,180 8,883 0.04% 0.03% 123 +60,489 101.34% Q1 2026 Apr 30, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 116,834 8,639 0.11% 0.2% 124 -17,829 -13.24% Q1 2026 Apr 16, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 115,003 8,501 0.01% 0.02% 125 +32,055 38.64% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 114,633 8,473 0.01% 0.0% 126 +71,774 167.47% Q1 2026 May 13, 2026
Philadelphia Financial Management of San Francisco, LLC History New 113,348 8,378 2.42% — 127 +113,348 New Q1 2026 May 14, 2026
PDT Partners, LLC History Added to 112,494 8,315 0.49% 0.08% 128 +102,194 992.17% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 112,001 8,279 0.02% — 129 +112,001 New Q1 2026 May 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 109,065 8,062 0.01% 0.01% 130 +36,302 49.89% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 108,931 8,052 0.09% 0.1% 131 +32,646 42.79% Q1 2026 May 07, 2026
CANADA LIFE ASSURANCE Co History Added to 108,373 8,021 0.01% 0.02% 132 +35,727 49.18% Q1 2026 May 14, 2026
Man Group plc History Added to 108,500 8,020 0.01% 0.01% 133 +66,585 158.86% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 107,792 7,968 0.0% 0.0% 134 +38,877 56.41% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 106,170 7,848 0.09% 0.11% 135 +32,879 44.86% Q1 2026 Apr 23, 2026
Schonfeld Strategic Advisors LLC History Reduced 102,988 7,612 0.05% 0.06% 136 -2,864 -2.71% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 102,150 7,550 0.0% 0.0% 137 +60,750 146.74% Q1 2026 May 15, 2026
CASTLEARK MANAGEMENT LLC History Added to 102,010 7,540 0.25% 0.36% 138 +3,480 3.53% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History New 100,823 7,452 0.01% — 139 +100,823 New Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Added to 100,810 7,451 0.06% 0.06% 140 +38,335 61.36% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 99,550 7,358 0.0% 0.0% 141 +17,825 21.81% Q1 2026 May 15, 2026
STRS OHIO History Added to 99,046 7,321 0.03% 0.03% 142 +26,878 37.24% Q1 2026 Apr 24, 2026
Allspring Global Investments Holdings, LLC History Added to 90,210 6,673 0.01% 0.01% 143 +29,167 47.78% Q1 2026 May 05, 2026
Kingsview Wealth Management, LLC History Added to 88,001 6,505 0.09% 0.05% 144 +59,425 207.95% Q1 2026 May 12, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 84,953 6,279 0.05% 0.05% 145 +30,557 56.18% Q1 2026 May 14, 2026
Brandywine Global Investment Management, LLC History No change 49,747 6,229 0.04% 0.04% 146 0 0.0% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 83,677 6,185 0.01% 0.01% 147 +44,785 115.15% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Reduced 83,350 6,161 0.2% 0.33% 148 -9,547 -10.28% Q1 2026 May 18, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 82,622 6,107 0.08% 0.15% 149 +2,011 2.49% Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Added to 81,184 6,001 0.28% 0.3% 150 +25,238 45.11% Q1 2026 May 11, 2026
1492 Capital Management LLC History Added to 80,919 5,981 2.28% 2.57% 151 +27,286 50.88% Q1 2026 Apr 22, 2026
HSBC HOLDINGS PLC History Added to 81,330 5,979 0.0% 0.0% 152 +62,164 324.35% Q1 2026 Apr 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 88,713 5,926 0.01% 0.01% 153 +48,627 121.31% Q1 2026 Apr 08, 2026
XTX Topco Ltd History New 80,019 5,915 0.1% — 154 +80,019 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 79,314 5,862 0.0% 0.0% 155 +12,703 19.07% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 75,681 5,594 0.11% 0.12% 156 +31,646 71.87% Q1 2026 Apr 27, 2026
Vanguard Global Advisers, LLC History New 74,991 5,543 0.0% — 157 +74,991 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Added to 74,946 5,540 0.03% 0.03% 158 +25,238 50.77% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 74,898 5,536 0.0% 0.0% 159 +17,787 31.14% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Added to 73,993 5,469 0.01% 0.01% 160 +60,042 430.38% Q1 2026 May 01, 2026
Dana Investment Advisors, Inc. History Added to 73,397 5,425 0.16% 0.17% 161 +25,384 52.87% Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 72,396 5,351 0.04% 0.05% 162 +21,828 43.17% Q1 2026 May 04, 2026
Squarepoint Ops LLC History Added to 71,782 5,306 0.01% 0.0% 163 +64,685 911.44% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 71,619 5,293 0.01% 0.01% 164 +33,461 87.69% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 69,872 5,164 0.02% 0.04% 165 -19,212 -21.57% Q1 2026 May 08, 2026
Verdence Capital Advisors LLC History Added to 69,178 5,113 0.3% 0.26% 167 +34,568 99.88% Q1 2026 Apr 30, 2026
AMALGAMATED BANK History Added to 69,174 5,113 0.04% 0.04% 166 +23,930 52.89% Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History Added to 68,400 5,058 0.0% 0.0% 168 +22,800 50.0% Q1 2026 May 18, 2026
Campbell & CO Investment Adviser LLC History Added to 68,328 5,050 0.29% 0.03% 169 +63,858 1428.59% Q1 2026 May 15, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 66,682 4,929 0.41% 0.5% 170 +19,053 40.0% Q1 2026 Apr 20, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 66,260 4,897 0.01% 0.11% 171 -604,666 -90.12% Q1 2026 May 15, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Added to 59,492 4,839 0.16% 0.18% 172 +15,028 33.8% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Added to 64,873 4,796 0.01% 0.01% 173 +18,601 40.2% Q1 2026 May 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 63,846 4,719 0.04% 0.04% 174 +21,594 51.11% Q1 2026 Apr 29, 2026
Quantbot Technologies LP History Added to 63,828 4,718 0.19% 0.04% 175 +54,087 555.25% Q1 2026 May 13, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 62,285 4,604 0.25% 0.31% 176 +20,105 47.66% Q1 2026 Apr 16, 2026
COMERICA BANK History No change 36,315 4,547 0.02% 0.02% 177 0 0.0% Q4 2025 Jan 29, 2026
Beverly Hills Private Wealth, LLC History Added to 61,374 4,536 0.76% 0.75% 178 +26,420 75.59% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History Added to 60,648 4,483 0.02% 0.02% 179 +20,216 50.0% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 62,101 4,462 0.0% 0.01% 180 -81,650 -56.8% Q1 2026 May 14, 2026
Covenant Asset Management, LLC History Added to 60,077 4,440 0.67% 0.48% 181 +27,711 85.62% Q1 2026 Apr 14, 2026
Pathstone Holdings, LLC History Added to 59,312 4,384 0.02% 0.02% 182 +17,116 40.56% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Added to 58,461 4,321 0.04% 0.04% 183 +12,418 26.97% Q1 2026 May 13, 2026
Cinctive Capital Management LP History Reduced 57,985 4,286 0.28% 0.52% 184 -19,426 -25.09% Q1 2026 May 15, 2026
North Reef Capital Management LP History New 57,230 4,230 0.15% — 185 +57,230 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 56,286 4,160 0.01% 0.01% 186 +18,467 48.83% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 55,973 4,137 0.01% 0.01% 187 +24,410 77.34% Q1 2026 May 14, 2026
Jump Financial, LLC History Added to 54,473 4,026 0.05% 0.0% 188 +52,723 3012.74% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Added to 52,307 3,865 0.04% 0.05% 189 +17,435 50.0% Q1 2026 Apr 20, 2026
Handelsbanken Fonder AB History Added to 51,398 3,799 0.01% 0.01% 190 +26,366 105.33% Q1 2026 Apr 28, 2026
Stanley-Laman Group, Ltd. History Added to 51,140 3,780 0.46% 0.53% 191 +18,075 54.67% Q1 2026 Apr 16, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 50,195 3,710 0.01% 0.01% 192 +18,073 56.26% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Added to 49,715 3,674 0.11% 0.13% 193 +16,638 50.3% Q1 2026 May 13, 2026
Palisades Investment Partners, LLC History Added to 49,004 3,622 1.42% 1.43% 194 +18,827 62.39% Q1 2026 Apr 30, 2026
DAVENPORT & Co LLC History Added to 48,526 3,587 0.02% 0.02% 195 +14,736 43.61% Q1 2026 Apr 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 47,338 3,499 0.0% 0.0% 196 +31,308 195.31% Q1 2026 May 13, 2026
REGIONS FINANCIAL CORP History Added to 47,348 3,499 0.02% 0.03% 197 +11,679 32.74% Q1 2026 May 05, 2026
GREAT LAKES ADVISORS, LLC History Added to 45,863 3,390 0.03% 0.03% 198 +15,254 49.84% Q1 2026 May 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 45,825 3,387 0.04% 0.04% 199 +13,682 42.57% Q1 2026 Apr 24, 2026
Entropy Technologies, LP History Added to 45,231 3,343 0.15% 0.19% 200 +17,153 61.09% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 44,328 3,276 0.01% 0.01% 201 +14,776 50.0% Q1 2026 May 05, 2026
Louisiana State Employees Retirement System History Added to 44,200 3,267 0.06% 0.06% 202 +16,000 56.74% Q1 2026 Apr 20, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 42,552 3,145 0.08% 0.01% 203 +38,894 1063.26% Q1 2026 May 13, 2026
FinArc Investments, Inc. History New 42,062 3,109 2.99% — 204 +42,062 New Q1 2026 May 20, 2026
Arizona State Retirement System History Added to 41,955 3,101 0.02% 0.02% 205 +13,428 47.07% Q1 2026 May 01, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 41,719 3,083 0.02% 0.03% 206 +14,031 50.68% Q1 2026 May 12, 2026
Meramec Financial Planners, LLC History Added to 37,533 3,064 1.22% 1.27% 207 +12,511 50.0% Q1 2026 Apr 27, 2026
Bridgewater Associates, LP History Reduced 41,281 3,051 0.01% 0.02% 208 -9,711 -19.04% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 41,216 3,046 0.01% 0.01% 209 +9,579 30.28% Q1 2026 May 04, 2026
SIT INVESTMENT ASSOCIATES INC History Added to 40,813 3,017 0.06% 0.07% 210 +13,718 50.63% Q1 2026 May 13, 2026
Magnetar Financial LLC History Added to 40,766 3,013 0.03% 0.02% 211 +23,576 137.15% Q1 2026 May 13, 2026
Gator Capital Management, LLC History Added to 40,500 2,993 0.61% 0.3% 212 +28,500 237.5% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Added to 40,177 2,969 0.09% 0.03% 213 +32,316 411.09% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 39,745 2,937 0.01% 0.01% 214 +15,350 62.92% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 39,302 2,905 0.01% — 215 +39,302 New Q1 2026 May 08, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 39,195 2,897 0.03% 0.0% 216 +35,785 1049.41% Q1 2026 May 08, 2026
GUGGENHEIM CAPITAL LLC History Added to 39,150 2,893 0.02% 0.02% 217 +14,462 58.58% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 38,807 2,868 0.01% 0.02% 218 +15,358 65.5% Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 38,209 2,824 0.01% 0.02% 219 +12,727 49.95% Q1 2026 May 01, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 36,730 2,715 0.01% 0.01% 220 +12,643 52.49% Q1 2026 May 04, 2026
ASSETMARK, INC History Added to 35,780 2,644 0.01% 0.01% 221 +9,413 35.7% Q1 2026 May 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 35,265 2,606 0.23% 0.32% 222 -20,581 -36.85% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 35,025 2,589 0.01% 0.01% 223 +12,675 56.71% Q1 2026 Apr 29, 2026
Cetera Investment Advisers History Added to 34,671 2,562 0.0% 0.0% 224 +12,237 54.55% Q1 2026 May 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 34,224 2,529 0.08% 0.09% 225 +11,310 49.36% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 34,163 2,525 0.04% 0.03% 226 +11,380 49.95% Q1 2026 May 08, 2026
Corient Private Wealth LLC History Reduced 34,346 2,512 0.0% 0.0% 227 -30,744 -47.23% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 32,394 2,394 0.02% 0.02% 228 +15,555 92.37% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 32,337 2,390 0.01% 0.01% 229 +10,779 50.0% Q1 2026 May 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 32,250 2,384 0.07% 0.08% 230 +10,750 50.0% Q1 2026 May 04, 2026
Vestmark Advisory Solutions, Inc. History Added to 32,023 2,367 0.03% 0.03% 231 +11,440 55.58% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 31,607 2,336 0.04% 0.05% 232 +11,415 56.53% Q1 2026 Apr 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 31,316 2,314 0.03% 0.03% 233 +10,964 53.87% Q1 2026 Apr 29, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 31,216 2,307 0.15% — 234 +31,216 New Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 31,077 2,281 0.0% 0.0% 235 +9,761 45.79% Q1 2026 May 08, 2026
ALLSTATE CORP History New 30,581 2,260 0.02% — 236 +30,581 New Q1 2026 May 11, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Added to 30,489 2,253 0.22% 0.24% 237 +10,163 50.0% Q1 2026 May 07, 2026
Interval Partners, LP History Reduced 30,411 2,247 0.06% 0.54% 238 -210,590 -87.38% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Added to 30,404 2,247 0.04% 0.04% 239 +9,980 48.86% Q1 2026 May 11, 2026
PMC FIG Opportunities LLC History Reduced 30,384 2,245 3.45% 6.18% 240 -1,050 -3.34% Q1 2026 May 15, 2026
AIA Group Ltd History New 30,360 2,244 0.03% — 241 +30,360 New Q1 2026 May 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 28,545 2,110 0.01% 0.01% 242 +9,935 53.39% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History Added to 28,083 2,075 0.01% 0.01% 243 +5,299 23.26% Q1 2026 May 13, 2026
AlphaQuest LLC History No change 16,259 2,035 0.11% 0.11% 244 0 0.0% Q4 2025 Feb 09, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 26,377 1,950 0.16% 0.16% 245 +9,520 56.48% Q1 2026 Apr 28, 2026
TRUIST FINANCIAL CORP History Added to 26,332 1,946 0.0% 0.0% 246 +9,041 52.29% Q1 2026 Apr 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 26,170 1,934 0.06% 0.02% 247 +20,358 350.28% Q1 2026 May 13, 2026
Illinois Municipal Retirement Fund History Added to 26,128 1,931 0.02% 0.02% 248 +10,302 65.1% Q1 2026 May 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 27,163 1,926 0.0% 0.0% 249 +26,876 9364.46% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 26,049 1,925 0.03% 0.03% 250 +14,153 118.97% Q1 2026 May 12, 2026
PARK AVENUE SECURITIES LLC History Added to 25,767 1,905 0.01% 0.02% 251 +7,341 39.84% Q1 2026 Apr 07, 2026
BROWN ADVISORY INC History Added to 25,221 1,864 0.0% 0.0% 252 +8,435 50.25% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 25,023 1,849 0.0% 0.0% 253 +9,429 60.47% Q1 2026 May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 24,673 1,823 0.12% 0.15% 254 -1,449 -5.55% Q1 2026 May 08, 2026
LECAP ASSET MANAGEMENT LTD History Added to 24,538 1,813 0.68% 0.55% 255 +13,523 122.77% Q1 2026 Apr 30, 2026
NorthCoast Asset Management LLC History Added to 24,159 1,785 0.04% 0.05% 256 +7,631 46.17% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Added to 24,034 1,776 0.0% 0.0% 257 +9,123 61.18% Q1 2026 Apr 22, 2026
AXQ CAPITAL, LP History Added to 23,736 1,754 0.23% 0.09% 258 +20,415 614.72% Q1 2026 May 13, 2026
Tidal Investments LLC History Added to 23,284 1,721 0.0% 0.0% 259 +8,566 58.2% Q1 2026 May 15, 2026
Riverwater Partners LLC History Added to 23,279 1,720 0.57% 0.51% 260 +12,797 122.09% Q1 2026 May 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 22,642 1,673 0.0% — 261 +22,642 New Q1 2026 May 14, 2026
Quantum Private Wealth, LLC History Added to 22,351 1,652 0.51% 0.54% 262 +7,450 50.0% Q1 2026 Apr 27, 2026
Gradient Investments LLC History New 22,304 1,648 0.03% — 263 +22,304 New Q1 2026 Apr 13, 2026
Sivia Capital Partners, LLC History Added to 22,217 1,642 0.32% 0.15% 264 +16,189 268.56% Q1 2026 May 12, 2026
Merit Financial Group, LLC History Added to 22,075 1,631 0.01% 0.01% 265 +12,437 129.04% Q1 2026 Apr 15, 2026
Zurich Insurance Group Ltd/FI History Added to 22,050 1,629 0.01% 0.01% 266 +7,350 50.0% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 21,833 1,613 0.02% 0.02% 267 +7,259 49.81% Q1 2026 May 05, 2026
Focus Partners Advisor Solutions, LLC History Added to 21,617 1,597 0.02% 0.01% 268 +12,033 125.55% Q1 2026 May 13, 2026
Integrated Wealth Concepts LLC History Added to 21,462 1,586 0.01% 0.01% 269 +16,817 362.05% Q1 2026 May 15, 2026
COMMERCE BANK History Added to 21,406 1,582 0.01% 0.01% 270 +5,988 38.84% Q1 2026 May 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 21,012 1,553 0.02% 0.02% 271 +7,654 57.3% Q1 2026 Apr 27, 2026
Polianta Ltd History New 20,600 1,522 0.2% — 272 +20,600 New Q1 2026 Apr 16, 2026
Calamos Advisors LLC History Reduced 20,464 1,512 0.01% 0.01% 273 -5,337 -20.69% Q1 2026 May 04, 2026
HighTower Advisors, LLC History Added to 19,983 1,477 0.0% 0.0% 274 +10,676 114.71% Q1 2026 May 05, 2026
MACKENZIE FINANCIAL CORP History Added to 19,609 1,449 0.0% 0.0% 275 +7,050 56.14% Q1 2026 May 13, 2026
TANAKA CAPITAL MANAGEMENT INC History Added to 19,090 1,411 2.36% 2.91% 276 +6,362 49.98% Q1 2026 May 18, 2026
Alyeska Investment Group, L.P. History Reduced 18,957 1,401 0.0% 0.24% 277 -647,102 -97.15% Q1 2026 May 15, 2026
Vestcor Inc History Added to 18,732 1,385 0.04% 0.03% 278 +9,358 99.83% Q1 2026 May 12, 2026
XPONANCE LLC History Added to 18,115 1,339 0.01% 0.01% 279 +8,812 94.72% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 17,109 1,264 0.02% 0.02% 280 +5,164 43.23% Q1 2026 May 08, 2026
CHOREO, LLC History Added to 16,756 1,238 0.02% 0.02% 281 +4,839 40.61% Q1 2026 May 12, 2026
Centiva Capital, LP History New 16,354 1,208 0.01% — 282 +16,354 New Q1 2026 May 14, 2026
South Dakota Investment Council History Reduced 16,045 1,186 0.02% 0.07% 283 -12,652 -44.09% Q1 2026 May 18, 2026
Tributary Capital Management, LLC History Added to 15,717 1,161 0.11% 0.13% 284 +5,345 51.53% Q1 2026 May 04, 2026
Lighthouse Investment Partners, LLC History Reduced 15,577 1,151 0.04% 0.18% 285 -32,376 -67.52% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 15,559 1,150 0.0% 0.0% 286 +5,563 55.65% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 15,410 1,139 0.01% 0.01% 287 +5,825 60.77% Q1 2026 May 05, 2026
&PARTNERS History Added to 15,195 1,123 0.01% 0.01% 288 +4,999 49.03% Q1 2026 May 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History New 15,112 1,117 0.16% — 289 +15,112 New Q1 2026 Apr 08, 2026
JBF Capital, Inc. History Added to 15,000 1,108 0.16% 0.18% 290 +5,000 50.0% Q1 2026 May 08, 2026
Bank of New Hampshire History Added to 14,961 1,105 0.25% 0.28% 291 +4,951 49.46% Q1 2026 Apr 13, 2026
Pallas Capital Advisors LLC History Added to 14,798 1,093 0.04% 0.04% 292 +5,442 58.17% Q1 2026 Apr 21, 2026
TWIN CAPITAL MANAGEMENT INC History Added to 14,709 1,087 0.14% 0.15% 293 +5,079 52.74% Q1 2026 May 05, 2026
DELPHI MANAGEMENT INC /MA/ History Added to 14,453 1,068 1.28% 1.52% 294 +1,959 15.68% Q1 2026 Apr 20, 2026
Plancorp, LLC History Added to 13,774 1,063 0.03% 0.03% 295 +4,580 49.82% Q1 2026 Apr 14, 2026
HANCOCK WHITNEY CORP History Added to 13,196 1,039 0.02% 0.02% 296 +5,175 64.52% Q1 2026 May 15, 2026
Bull Harbor Capital LLC History New 13,951 1,031 0.28% — 297 +13,951 New Q1 2026 May 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 13,918 1,028 0.01% 0.01% 298 +4,791 52.49% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 13,682 1,011 0.01% 0.01% 299 +5,908 76.0% Q1 2026 Apr 20, 2026
Sequoia Financial Advisors, LLC History Added to 13,563 1,002 0.01% 0.01% 300 +836 6.57% Q1 2026 Apr 30, 2026
Hillsdale Investment Management Inc. History New 13,540 1,000 0.03% — 301 +13,540 New Q1 2026 May 04, 2026
ING GROEP NV History Added to 13,500 997 0.01% 0.01% 302 +4,500 50.0% Q1 2026 May 11, 2026
Swiss Life Asset Management Ltd History Added to 13,115 969 0.0% 0.0% 303 +5,937 82.71% Q1 2026 May 14, 2026
Krilogy Financial LLC History Added to 11,724 946 0.03% 0.03% 304 +4,307 58.07% Q1 2026 Apr 17, 2026
Polymer Capital Management (US) LLC History Added to 12,773 944 0.1% 0.1% 305 +4,826 60.73% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 12,681 937 0.0% 0.0% 306 +4,227 50.0% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 12,108 936 0.02% 0.01% 307 +7,375 155.82% Q1 2026 May 04, 2026
TT International Asset Management LTD History Added to 12,472 921 0.1% 0.04% 308 +10,789 641.06% Q1 2026 Apr 24, 2026
FEDERATED HERMES, INC. History Added to 12,122 896 0.0% 0.0% 309 +3,934 48.05% Q1 2026 May 11, 2026
Cornerstone Investment Partners, LLC History Added to 12,076 892 0.04% 0.04% 310 +4,497 59.34% Q1 2026 May 08, 2026
Persistent Asset Partners Ltd History Added to 11,994 886 0.33% 0.63% 311 +767 6.83% Q1 2026 May 12, 2026
CAPITAL FUND MANAGEMENT S.A. History New 11,907 880 0.0% — 312 +11,907 New Q1 2026 May 14, 2026
Pinnacle Financial Partners, Inc. History Added to 11,833 874 0.01% 0.01% 313 +3,982 50.72% Q1 2026 May 14, 2026
Crossmark Global Holdings, Inc. History Added to 11,405 843 0.01% 0.01% 314 +3,594 46.01% Q1 2026 May 11, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 11,240 830 0.03% 0.04% 315 +3,819 51.46% Q1 2026 May 01, 2026
Essential Partners LLC History Added to 11,179 826 0.28% 0.27% 316 +4,093 57.76% Q1 2026 May 21, 2026
Empowered Funds, LLC History New 10,630 785 0.01% — 317 +10,630 New Q1 2026 May 14, 2026
Impact Partnership Wealth, LLC History New 10,558 780 0.1% — 318 +10,558 New Q1 2026 Apr 23, 2026
Morningstar Investment Management LLC History New 10,368 766 0.05% — 319 +10,368 New Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Added to 10,229 756 0.0% 0.0% 320 +4,123 67.52% Q1 2026 May 13, 2026
GAMMA Investing LLC History Added to 10,180 752 0.04% 0.04% 321 +3,169 45.2% Q1 2026 Apr 06, 2026
MALTESE CAPITAL MANAGEMENT LLC History Reduced 10,000 739 0.15% 0.81% 322 -26,600 -72.68% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 9,976 737 0.07% 0.04% 323 +6,703 204.8% Q1 2026 May 12, 2026
EDMP, INC. History Added to 9,727 719 0.58% 0.67% 324 +3,237 49.88% Q1 2026 Apr 28, 2026
HB Wealth Management, LLC History Added to 9,415 695 0.0% 0.0% 325 +4,542 93.21% Q1 2026 Apr 27, 2026
Snowden Capital Advisors LLC History Added to 9,306 687 0.02% 0.02% 326 +3,245 53.54% Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History New 9,263 684 0.0% — 327 +9,263 New Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 9,067 670 0.04% 0.02% 328 +5,824 179.59% Q1 2026 May 07, 2026
M&T BANK CORP History Added to 9,047 668 0.0% 0.0% 329 +2,416 36.43% Q1 2026 May 12, 2026
Caerus Investment Advisors, LLC History No change 5,338 668 0.22% 0.22% 330 0 0.0% Q4 2025 Feb 12, 2026
Haven Private, LLC History Added to 9,030 667 0.29% 0.33% 331 +3,010 50.0% Q1 2026 May 05, 2026
CAXTON ASSOCIATES LLP History Added to 9,012 666 0.02% 0.02% 332 +2,230 32.88% Q1 2026 May 14, 2026
Ethic Inc. History Added to 8,988 664 0.01% 0.01% 333 +2,078 30.07% Q1 2026 Apr 27, 2026
BLAIR WILLIAM & CO/IL History Added to 8,917 659 0.0% 0.0% 334 +4,084 84.5% Q1 2026 May 08, 2026
J.M. Arbour, LLC History Added to 8,785 649 0.62% 0.79% 335 +2,453 38.74% Q1 2026 Apr 21, 2026
NorthCrest Asset Manangement, LLC History Added to 8,698 644 0.02% 0.02% 336 +3,224 58.9% Q1 2026 Apr 08, 2026
PEAK6 LLC History Added to 8,700 643 0.0% 0.0% 337 +1,900 27.94% Q1 2026 May 13, 2026
B. Riley Wealth Advisors, Inc. History Added to 8,936 642 0.04% 0.04% 338 +2,694 43.16% Q1 2026 Apr 24, 2026
Tower Research Capital LLC (TRC) History Added to 8,655 639 0.02% 0.02% 339 +3,513 68.32% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 8,601 635 0.0% 0.0% 340 +4,438 106.61% Q1 2026 May 15, 2026
First National Advisers, LLC History Added to 8,447 624 0.09% 0.1% 341 +2,684 46.57% Q1 2026 May 08, 2026
Baird Financial Group, Inc. History Added to 8,215 607 0.0% 0.0% 342 +2,935 55.59% Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History Added to 8,202 606 0.01% 0.01% 343 +2,730 49.89% Q1 2026 May 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 8,166 603 0.01% 0.0% 344 +6,189 313.05% Q1 2026 Apr 13, 2026
Private Advisor Group, LLC History Added to 8,144 602 0.0% 0.0% 345 +117 1.46% Q1 2026 Apr 24, 2026
VARCOV Co. History New 8,139 601 0.22% — 346 +8,139 New Q1 2026 May 15, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 7,982 590 0.11% 0.12% 347 +2,633 49.22% Q1 2026 May 15, 2026
Utah Retirement Systems History Added to 7,950 587 0.01% 0.01% 348 +2,650 50.0% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Added to 7,938 586 0.03% 0.03% 349 +2,736 52.6% Q1 2026 May 15, 2026
Machina Capital S.A.S. History Added to 7,788 575 0.11% 0.09% 350 +4,062 109.02% Q1 2026 May 13, 2026
Radnor Capital Management, LLC History Added to 7,609 562 0.08% 0.1% 351 +2,277 42.7% Q1 2026 Apr 15, 2026
Numerai GP LLC History Added to 7,389 546 0.05% 0.09% 352 +1,285 21.05% Q1 2026 May 15, 2026
nVerses Capital, LLC History New 7,354 543 0.49% — 354 +7,354 New Q1 2026 May 13, 2026
Yorktown Management & Research Co Inc History Added to 7,350 543 0.45% 0.49% 353 +2,450 50.0% Q1 2026 Apr 20, 2026
DnB Asset Management AS History New 7,341 542 0.0% — 355 +7,341 New Q1 2026 May 14, 2026
Callan Family Office, LLC History Added to 7,330 541 0.01% 0.01% 356 +2,674 57.43% Q1 2026 May 13, 2026
CI INVESTMENTS INC. History Added to 7,210 532 0.0% 0.0% 357 +2,406 50.08% Q1 2026 May 13, 2026
Venturi Wealth Management, LLC History Added to 7,083 523 0.02% 0.03% 358 +1,662 30.66% Q1 2026 Apr 21, 2026
Maryland State Retirement & Pension System History Added to 6,958 514 0.01% 0.01% 359 +2,319 49.99% Q1 2026 May 04, 2026
Allworth Financial LP History Added to 6,928 512 0.0% 0.0% 360 +4,397 173.73% Q1 2026 May 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 6,729 497 0.0% 0.0% 361 +3,595 114.71% Q1 2026 May 15, 2026
Trust Point Inc. History Added to 6,625 489 0.04% 0.05% 362 +1,797 37.22% Q1 2026 Apr 15, 2026
Meeder Advisory Services, Inc. History Added to 6,568 485 0.02% 0.02% 363 +2,021 44.45% Q1 2026 May 07, 2026
Covenant Partners, LLC History No change 3,872 484 0.14% 0.14% 364 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Added to 6,541 483 0.01% 0.01% 365 +2,181 50.02% Q1 2026 Apr 28, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 6,105 481 0.03% — 366 +6,105 New Q1 2026 May 15, 2026
Freestone Grove Partners LP History Reduced 6,483 479 0.0% 0.29% 367 -312,791 -97.97% Q1 2026 May 15, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 6,462 477 0.11% 0.12% 368 +2,087 47.7% Q1 2026 Apr 16, 2026
INCEPTIONR LLC History Reduced 6,396 472 0.11% 0.47% 369 -7,024 -52.34% Q1 2026 May 14, 2026
Blueshift Asset Management, LLC History New 6,347 469 0.14% — 370 +6,347 New Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Added to 6,343 468 0.0% 0.01% 371 +946 17.53% Q1 2026 May 08, 2026
Detalus Advisors, LLC History Added to 6,300 465 0.11% 0.13% 372 +2,100 50.0% Q1 2026 Apr 22, 2026
OLD NATIONAL BANCORP /IN/ History Added to 6,255 462 0.01% 0.01% 373 +2,576 70.02% Q1 2026 Apr 21, 2026
CONNABLE OFFICE INC History Added to 6,250 462 0.05% 0.06% 374 +1,381 28.36% Q1 2026 Apr 29, 2026
IMC-Chicago, LLC History New 6,147 454 0.0% — 375 +6,147 New Q1 2026 May 05, 2026
Perigon Wealth Management, LLC History Added to 6,136 453 0.01% 0.01% 376 +1,193 24.14% Q1 2026 Apr 10, 2026
ProShare Advisors LLC History Added to 6,117 452 0.0% 0.0% 377 +2,034 49.82% Q1 2026 Apr 24, 2026
Rothschild Wealth LLC History Added to 6,062 448 0.04% 0.02% 378 +4,282 240.56% Q1 2026 May 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 6,027 446 0.0% 0.0% 379 +1,827 43.5% Q1 2026 Apr 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 6,018 444 0.01% 0.01% 380 +1,633 37.24% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 5,978 441 0.0% 0.0% 381 +1,940 48.04% Q1 2026 Apr 24, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 5,910 436 0.01% 0.01% 383 +2,610 79.09% Q1 2026 Apr 15, 2026
Fifth Third Wealth Advisors LLC History Added to 5,902 436 0.01% 0.02% 382 +2,350 66.16% Q1 2026 Apr 17, 2026
WADDELL & ASSOCIATES, LLC History Added to 5,881 434 0.02% 0.02% 384 +3,055 108.1% Q1 2026 May 11, 2026
MAI Capital Management History Added to 5,747 424 0.0% 0.0% 385 +4,922 596.61% Q1 2026 May 15, 2026
SYON CAPITAL LLC History Added to 5,733 423 0.02% 0.04% 386 +37 0.65% Q1 2026 May 13, 2026
Clark Capital Management Group, Inc. History Added to 5,721 422 0.0% 0.0% 387 +1,870 48.56% Q1 2026 May 15, 2026
EVOKE WEALTH, LLC History Added to 5,638 416 0.01% 0.0% 388 +3,504 164.2% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 5,609 414 0.01% 0.01% 389 +3,258 138.58% Q1 2026 May 15, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 5,570 411 0.11% — 391 +5,570 New Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History New 5,562 411 0.07% — 390 +5,562 New Q1 2026 May 15, 2026
Northwest & Ethical Investments L.P. History Reduced 5,587 408 0.01% 0.02% 392 -2,416 -30.19% Q1 2026 May 13, 2026
Parcion Private Wealth LLC History Added to 5,471 404 0.03% 0.02% 393 +2,611 91.29% Q1 2026 Apr 22, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,412 400 0.0% 0.0% 394 +1,927 55.29% Q1 2026 Apr 30, 2026
Integrated Investment Consultants, LLC History No change 3,187 399 0.08% 0.08% 395 0 0.0% Q4 2025 Mar 03, 2026
Larson Financial Group LLC History Added to 5,356 395 0.01% 0.01% 396 +1,799 50.58% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 5,292 391 0.03% 0.03% 397 +1,759 49.79% Q1 2026 May 13, 2026
Avise Financial Cooperative, Inc. History Added to 5,273 389 0.32% 0.34% 398 +2,300 77.36% Q1 2026 Apr 22, 2026
AVIVA PLC History Added to 5,256 388 0.0% 0.0% 399 +548 11.64% Q1 2026 May 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 5,187 383 0.01% — 401 +5,187 New Q1 2026 May 01, 2026
First Fiduciary Investment Counsel, Inc. History Added to 5,175 383 0.08% 0.08% 400 +1,725 50.0% Q1 2026 May 01, 2026
Brooklyn Investment Group History Added to 5,130 379 0.01% 0.01% 402 +2,597 102.53% Q1 2026 Apr 29, 2026
INTRUST BANK NA History Added to 5,088 376 0.03% 0.03% 403 +1,860 57.62% Q1 2026 May 06, 2026
Vident Advisory, LLC History Added to 5,079 375 0.0% 0.0% 405 +2,448 93.04% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,080 375 0.01% 0.01% 404 +1,867 58.11% Q1 2026 Apr 20, 2026
Sowell Financial Services LLC History Added to 5,072 374 0.01% 0.02% 406 +1,783 54.21% Q1 2026 Apr 20, 2026
Essex Financial Services, Inc. History Added to 5,033 372 0.02% 0.02% 407 +1,925 61.94% Q1 2026 Apr 24, 2026
Sterling Capital Management LLC History Reduced 4,975 367 0.01% 0.01% 408 -885 -15.1% Q1 2026 Apr 22, 2026
SHELTON CAPITAL MANAGEMENT History Added to 4,947 365 0.01% 0.01% 409 +1,490 43.1% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 4,926 364 0.01% 0.01% 410 +2,014 69.16% Q1 2026 Apr 13, 2026
iSAM Funds (UK) Ltd History Added to 4,934 364 0.18% 0.16% 411 +1,467 42.31% Q1 2026 May 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 4,896 361 0.02% 0.02% 412 +2,680 120.94% Q1 2026 Apr 16, 2026
CIBC Asset Management Inc History Added to 4,882 360 0.0% 0.0% 413 +1,627 49.98% Q1 2026 May 12, 2026
DAYMARK WEALTH PARTNERS, LLC History New 4,840 357 0.01% — 414 +4,840 New Q1 2026 May 11, 2026
WBI INVESTMENTS, LLC History Reduced 4,830 356 0.1% 0.33% 415 -5,148 -51.59% Q1 2026 May 11, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Added to 4,799 355 0.02% 0.02% 416 +2,569 115.2% Q1 2026 Apr 28, 2026
TD ASSET MANAGEMENT INC History Added to 4,800 354 0.0% 0.0% 417 +1,088 29.31% Q1 2026 May 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 4,738 350 0.03% 0.02% 419 +2,595 121.09% Q1 2026 May 13, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 4,739 350 0.1% 0.1% 418 +1,699 55.89% Q1 2026 May 04, 2026
FULTON BANK, N.A. History Added to 4,681 346 0.01% 0.01% 420 +1,529 48.51% Q1 2026 Apr 24, 2026
Dundas Partners LLP History Added to 4,676 345 0.03% 0.03% 421 +877 23.09% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 4,665 344 0.01% 0.01% 422 +1,456 45.37% Q1 2026 May 07, 2026
KBC Group NV History Added to 4,639 343 0.0% 0.0% 423 +1,546 49.98% Q1 2026 May 07, 2026
GenTrust, LLC History Added to 4,638 342 0.01% 0.01% 424 +3,014 185.59% Q1 2026 Apr 27, 2026
CIBC Private Wealth Group LLC History No change 2,721 340 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History Added to 4,578 338 0.04% 0.04% 427 +1,542 50.79% Q1 2026 Apr 21, 2026
Formidable Asset Management, LLC History No change 2,700 338 0.05% 0.04% 426 0 0.0% Q1 2026 Apr 22, 2026
Bridgefront Capital, LLC History Reduced 4,562 337 0.08% 0.26% 428 -3,772 -45.26% Q1 2026 May 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 4,546 336 0.07% 0.07% 429 +1,478 48.17% Q1 2026 Apr 13, 2026
Impact Capital Partners LLC History Added to 4,539 335 0.1% 0.11% 430 +1,538 51.25% Q1 2026 Apr 10, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 4,500 332 0.06% — 431 +4,500 New Q1 2026 Apr 30, 2026
PINNACLE ASSOCIATES LTD History Added to 4,444 328 0.0% 0.0% 432 +2,220 99.82% Q1 2026 Apr 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 4,422 326 0.02% 0.02% 433 +2,198 98.83% Q1 2026 Apr 21, 2026
Blue Trust, Inc. History Added to 4,407 325 0.0% 0.0% 434 +1,538 53.61% Q1 2026 Apr 20, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 4,385 324 0.0% 0.0% 435 -4,175 -48.77% Q1 2026 May 12, 2026
Legacy Capital Wealth Partners, LLC History Added to 4,396 324 0.07% 0.08% 436 +1,519 52.8% Q1 2026 May 15, 2026
North Dakota State Investment Board History Added to 4,334 320 0.01% 0.02% 437 +802 22.71% Q1 2026 May 08, 2026
DRW Securities, LLC History New 4,220 311 0.0% — 438 +4,220 New Q1 2026 May 13, 2026
STEPHENS INC /AR/ History Added to 4,192 309 0.0% 0.0% 439 +1,397 49.98% Q1 2026 Apr 28, 2026
QTR Family Wealth, LLC History Added to 3,749 302 0.13% 0.1% 440 +1,859 98.36% Q1 2026 Apr 15, 2026
Farther Finance Advisors, LLC History Added to 4,070 301 0.0% 0.0% 441 +1,302 47.04% Q1 2026 Apr 07, 2026
OSAIC HOLDINGS, INC. History Added to 4,052 299 0.0% 0.0% 442 +777 23.73% Q1 2026 May 15, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 2,379 297 0.02% 0.02% 443 0 0.0% Q4 2025 Jan 27, 2026
ETF Store, Inc. History Added to 4,008 296 0.29% 0.34% 444 +1,336 50.0% Q1 2026 Apr 30, 2026
GREENLEAF TRUST History Added to 3,992 295 0.0% 0.0% 445 +1,350 51.1% Q1 2026 Apr 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 3,978 294 0.0% 0.0% 446 -1,433 -26.48% Q1 2026 Apr 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 3,955 292 0.0% 0.0% 447 +1,334 50.9% Q1 2026 May 15, 2026
Compound Planning, Inc. History Added to 3,951 292 0.01% 0.01% 448 +1,095 38.34% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History New 3,903 289 0.02% — 449 +3,903 New Q1 2026 May 08, 2026
CIBC Bancorp USA Inc. History New 3,898 288 0.0% — 450 +3,898 New Q1 2026 May 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,892 287 0.0% 0.0% 451 +1,227 46.04% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Added to 3,879 286 0.0% 0.0% 452 +1,676 76.08% Q1 2026 May 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Added to 3,844 284 0.05% 0.05% 453 +1,280 49.92% Q1 2026 May 14, 2026
Caitlin John, LLC History Reduced 3,842 284 0.17% 0.33% 454 -161 -4.02% Q1 2026 May 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 3,659 282 0.03% 0.03% 455 +1,467 66.93% Q1 2026 Apr 29, 2026
Icon Wealth Advisors, LLC History Added to 3,659 282 0.02% 0.02% 456 +1,220 50.02% Q1 2026 May 12, 2026
Midwest Trust Co History Added to 3,779 279 0.0% 0.0% 458 +1,259 49.96% Q1 2026 May 01, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,776 279 0.0% 0.0% 457 +1,206 46.93% Q1 2026 Apr 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 3,761 278 0.01% — 459 +3,761 New Q1 2026 Apr 27, 2026
MQS Management LLC History New 3,749 277 0.19% — 461 +3,749 New Q1 2026 Apr 23, 2026
R Squared Ltd History Reduced 3,753 277 0.15% 0.23% 460 -202 -5.11% Q1 2026 Apr 29, 2026
Kera Capital Partners, Inc. History Added to 3,691 272 0.03% 0.04% 462 +773 26.49% Q1 2026 May 06, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 3,518 260 0.01% 0.01% 463 +1,181 50.53% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,466 256 0.0% 0.0% 464 +1,210 53.63% Q1 2026 May 07, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History Added to 3,397 251 0.03% 0.03% 465 +1,791 111.52% Q1 2026 May 15, 2026
COUNTRY TRUST BANK History Added to 3,375 249 0.0% 0.01% 466 +1,125 50.0% Q1 2026 Apr 10, 2026
PROFUND ADVISORS LLC History Added to 3,344 247 0.01% 0.01% 467 +1,164 53.39% Q1 2026 Apr 24, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 3,149 243 0.0% — 470 +3,149 New Q1 2026 May 01, 2026
ANB BANK History Added to 3,297 243 0.1% 0.11% 469 +1,118 51.31% Q1 2026 May 06, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Added to 3,300 243 0.07% 0.07% 468 +1,100 50.0% Q1 2026 May 08, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,274 242 0.0% 0.0% 471 +1,348 69.99% Q1 2026 May 13, 2026
SMITH, MOORE & CO. History Added to 3,285 242 0.02% 0.02% 472 +786 31.45% Q1 2026 May 05, 2026
Caprock Group, LLC History Reduced 3,234 239 0.01% 0.01% 473 -558 -14.72% Q1 2026 May 11, 2026
Lido Advisors, LLC History Added to 3,230 238 0.0% 0.0% 474 +1,460 82.49% Q1 2026 May 13, 2026
Walleye Trading LLC History Added to 3,217 237 0.0% 0.0% 475 +1,500 87.36% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Added to 3,210 237 0.0% 0.0% 476 +1,478 85.33% Q1 2026 Apr 07, 2026
Horizon Investments, LLC History Reduced 3,144 232 0.0% 0.1% 477 -59,945 -95.02% Q1 2026 May 14, 2026
Eurizon Capital SGR S.p.A. History Added to 3,202 231 0.0% 0.0% 478 +122 3.96% Q1 2026 May 08, 2026
Evelyn Partners Investment Management Services Ltd History Added to 3,120 230 0.03% 0.03% 479 +1,040 50.0% Q1 2026 May 15, 2026
Ballentine Partners, LLC History Added to 3,106 229 0.0% 0.0% 480 +859 38.23% Q1 2026 May 14, 2026
MOODY ALDRICH PARTNERS LLC History Added to 3,094 228 0.04% 0.05% 481 +984 46.64% Q1 2026 Apr 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 3,097 228 0.0% 0.0% 482 +213 7.39% Q1 2026 Apr 14, 2026
NewEdge Wealth, LLC History Added to 3,080 227 0.0% 0.0% 483 +1,180 62.11% Q1 2026 May 13, 2026
Grant Private Wealth Management Inc History Added to 3,075 227 0.12% 0.15% 484 +1,025 50.0% Q1 2026 Apr 14, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 3,060 226 0.15% 0.17% 485 +1,020 50.0% Q1 2026 Apr 10, 2026
waypoint wealth counsel History Added to 3,039 224 0.12% 0.1% 486 +960 46.18% Q1 2026 Apr 23, 2026
Vise Technologies, Inc. History No change 1,751 219 0.0% 0.0% 487 0 0.0% Q1 2026 Apr 21, 2026
HUB Investment Partners, LLC History New 2,927 216 0.01% — 488 +2,927 New Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 2,919 215 0.0% — 489 +2,919 New Q1 2026 May 15, 2026
PCM Encore, LLC History Added to 2,876 212 0.04% 0.05% 490 +984 52.01% Q1 2026 May 12, 2026
Baker Avenue Asset Management, LP History New 2,825 208 0.0% — 491 +2,825 New Q1 2026 May 12, 2026
US Asset Management LLC History No change 1,629 203 0.17% 0.17% 492 0 0.0% Q4 2025 Jan 27, 2026
SAGE RHINO CAPITAL LLC History Added to 2,737 202 0.04% 0.04% 493 +978 55.6% Q1 2026 Apr 28, 2026
ACADIAN ASSET MANAGEMENT LLC History New 2,672 197 0.0% — 496 +2,672 New Q1 2026 May 13, 2026
UMB Bank, n.a. History Added to 2,669 197 0.0% 0.0% 494 +980 58.02% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,678 197 0.0% 0.0% 495 +367 15.88% Q1 2026 May 14, 2026
Versant Capital Management, Inc History Added to 2,552 188 0.02% 0.02% 497 +1,232 93.33% Q1 2026 Apr 06, 2026
Global Retirement Partners, LLC History No change 1,507 188 0.0% 0.0% 498 0 0.0% Q4 2025 Feb 06, 2026
Johnson Financial Group, Inc. History Added to 2,530 187 0.01% 0.01% 499 +843 49.97% Q1 2026 May 07, 2026
Arax Advisory Partners History Added to 2,404 177 0.0% 0.0% 500 +1,704 243.43% Q1 2026 May 13, 2026
Acropolis Investment Management, LLC History New 2,137 157 0.01% — 502 +2,137 New Q1 2026 Apr 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 2,124 157 0.0% 0.0% 501 +916 75.83% Q1 2026 Apr 27, 2026
Hilltop National Bank History Added to 2,011 148 0.04% 0.04% 503 +670 49.96% Q1 2026 Apr 02, 2026
Kemnay Advisory Services Inc. History Added to 1,920 141 0.02% 0.02% 505 +905 89.16% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,914 141 0.0% 0.0% 504 +440 29.85% Q1 2026 May 01, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 1,892 139 0.0% 0.0% 506 +606 47.12% Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History Added to 1,864 137 0.02% 0.02% 507 +621 49.96% Q1 2026 Apr 21, 2026
Destiny Wealth Partners, LLC History New 1,852 136 0.01% — 509 +1,852 New Q1 2026 May 11, 2026
Estabrook Capital Management History Reduced 5,850 136 0.02% 0.02% 508 -350 -5.65% Q1 2026 May 14, 2026
WESTPAC BANKING CORP History New 1,659 122 0.01% — 511 +1,659 New Q1 2026 May 11, 2026
State of Wyoming History Added to 1,654 122 0.01% 0.02% 510 +538 48.21% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 941 117 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 1,523 112 0.01% 0.0% 513 +1,123 280.75% Q1 2026 Apr 24, 2026
DekaBank Deutsche Girozentrale History No change 1,489 110 0.0% 0.0% 514 0 0.0% Q1 2026 May 07, 2026
SJS Investment Consulting Inc. History Added to 1,276 94 0.01% 0.01% 515 +752 143.51% Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,216 89 0.0% 0.0% 516 +405 49.94% Q1 2026 May 14, 2026
Advisory Services Network, LLC History New 1,112 82 0.0% — 517 +1,112 New Q1 2026 May 15, 2026
MATHER GROUP, LLC. History New 1,056 78 0.0% — 518 +1,056 New Q1 2026 Apr 13, 2026
Bayforest Capital Ltd History Added to 1,053 77 0.09% 0.02% 519 +880 508.67% Q1 2026 Apr 15, 2026
Bruce G. Allen Investments, LLC History Added to 1,023 75 0.05% 0.06% 520 +330 47.62% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 1,009 74 0.0% 0.0% 521 +119 13.37% Q1 2026 May 06, 2026
Quent Capital, LLC History Added to 995 73 0.01% 0.01% 522 +409 69.8% Q1 2026 Apr 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 933 68 0.0% 0.0% 523 +851 1037.8% Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 922 68 0.02% 0.02% 524 +452 96.17% Q1 2026 Apr 13, 2026
MONTAG A & ASSOCIATES INC History Added to 877 64 0.0% 0.0% 525 +292 49.91% Q1 2026 Apr 29, 2026
Smartleaf Asset Management LLC History Added to 846 60 0.0% 0.0% 526 +74 9.59% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 805 59 0.05% — 527 +805 New Q1 2026 May 15, 2026
CULLEN/FROST BANKERS, INC. History Added to 790 58 0.0% 0.0% 528 +390 97.5% Q1 2026 May 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 3,000 58 0.01% 0.01% 529 0 0.0% Q1 2026 Apr 08, 2026
Aster Capital Management (DIFC) Ltd History Reduced 603 56 0.02% 0.04% 530 -124 -17.06% Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 716 52 0.0% 0.0% 531 +250 53.65% Q1 2026 Apr 13, 2026
Pinnacle Holdings, LLC History Added to 679 50 0.02% 0.02% 532 +225 49.56% Q1 2026 May 08, 2026
Park Place Capital Corp History Added to 658 48 0.01% 0.01% 533 +219 49.89% Q1 2026 Apr 09, 2026
HUNTINGTON NATIONAL BANK History Added to 599 44 0.0% 0.0% 534 +199 49.75% Q1 2026 May 15, 2026
HM PAYSON & CO History Added to 492 36 0.0% 0.0% 535 +164 50.0% Q1 2026 Apr 13, 2026
JTC Employer Solutions Trustee Ltd History Added to 481 36 0.0% 0.0% 536 +160 49.84% Q1 2026 May 19, 2026
Activest Wealth Management History Added to 464 34 0.01% 0.01% 537 +222 91.74% Q1 2026 Apr 15, 2026
DANSKE BANK A/S History Reduced 450 33 0.0% 0.0% 538 -1,150 -71.88% Q1 2026 May 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 415 30 0.0% 0.0% 539 +138 49.82% Q1 2026 May 12, 2026
Covestor Ltd History Reduced 388 29 0.02% 0.04% 541 -202 -34.24% Q1 2026 May 05, 2026
NBC SECURITIES, INC. History Added to 394 29 0.0% 0.0% 540 +98 33.11% Q1 2026 Apr 14, 2026
Keating Financial Advisory Services, Inc. History Added to 357 26 0.0% 0.0% 542 +113 46.31% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 320 23 0.01% — 544 +320 New Q1 2026 May 08, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 318 23 0.0% 0.0% 543 +106 50.0% Q1 2026 May 15, 2026
V-Square Quantitative Management LLC History Added to 303 22 0.0% 0.0% 545 +122 67.4% Q1 2026 Apr 27, 2026
Measured Wealth Private Client Group, LLC History Reduced 274 20 0.01% 0.02% 546 -363 -56.99% Q1 2026 May 13, 2026
MidFirst Bank History Added to 280 20 0.0% 0.0% 548 +93 49.73% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 277 20 0.0% 0.0% 547 +66 31.28% Q1 2026 May 11, 2026
Fortitude Family Office, LLC History Added to 263 19 0.0% 0.0% 550 +101 62.35% Q1 2026 Apr 15, 2026
Salomon & Ludwin, LLC History Added to 259 19 0.0% 0.0% 549 +86 49.71% Q1 2026 May 11, 2026
SALEM INVESTMENT COUNSELORS INC History New 225 16 0.0% — 552 +225 New Q1 2026 Apr 29, 2026
CENTRAL TRUST Co History Added to 220 16 0.0% 0.0% 551 +71 47.65% Q1 2026 Apr 17, 2026
Strategic Wealth Partners, Ltd. History New 208 15 0.0% — 557 +208 New Q1 2026 May 12, 2026
CVA Family Office, LLC History Added to 213 15 0.0% 0.0% 555 +196 1152.94% Q1 2026 Apr 29, 2026
JFS WEALTH ADVISORS, LLC History Added to 205 15 0.0% 0.0% 554 +73 55.3% Q1 2026 Apr 20, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 215 15 0.0% 0.0% 556 +71 49.31% Q1 2026 May 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 213 15 0.0% 0.0% 553 +70 48.95% Q1 2026 Apr 13, 2026
First Pacific Financial History Added to 200 14 0.0% 0.0% 558 +114 132.56% Q1 2026 Apr 23, 2026
Oakworth Capital, Inc. History Added to 186 13 0.0% 0.0% 559 +62 50.0% Q1 2026 Apr 24, 2026
WPG Advisers, LLC History Added to 177 13 0.01% 0.01% 560 +30 20.41% Q1 2026 Apr 29, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 176 12 0.0% 0.0% 561 +109 162.69% Q1 2026 Apr 28, 2026
Dogwood Wealth Management LLC History Added to 168 12 0.01% 0.01% 562 +71 73.2% Q1 2026 May 12, 2026
Western Wealth Management, LLC History New 150 11 0.0% — 563 +150 New Q1 2026 May 19, 2026
Boreal Capital Management LLC History Added to 145 10 0.01% 0.01% 565 +48 49.48% Q1 2026 May 14, 2026
Frazier Financial Advisors, LLC History Added to 141 10 0.01% 0.01% 564 +47 50.0% Q1 2026 May 05, 2026
Owl Creek Wealth Partners LLC History New 134 9 0.0% — 569 +134 New Q1 2026 May 13, 2026
Global X Japan Co., Ltd. History New 132 9 0.0% — 568 +132 New Q1 2026 Apr 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 125 9 0.0% — 567 +125 New Q1 2026 May 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 133 9 0.0% 0.0% 566 +41 44.57% Q1 2026 Apr 23, 2026
Cornerstone Planning Group LLC History Added to 112 8 0.0% 0.0% 570 +38 51.35% Q1 2026 May 06, 2026
Retirement Wealth Solutions LLC History Added to 104 7 0.0% 0.01% 571 +37 55.22% Q1 2026 Apr 07, 2026
Basepoint Wealth LLC History Added to 103 7 0.0% 0.0% 572 +35 51.47% Q1 2026 May 07, 2026
Torren Management, LLC History Reduced 85 6 0.0% 0.11% 579 -1,673 -95.16% Q1 2026 Apr 30, 2026
Arlington Trust Co LLC History New 85 6 0.0% — 580 +85 New Q1 2026 Apr 08, 2026
Transamerica Financial Advisors, LLC History Added to 86 6 0.0% 0.0% 575 +44 104.76% Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History Added to 93 6 0.0% 0.0% 576 +31 50.0% Q1 2026 May 15, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 82 6 0.0% 0.0% 573 +27 49.09% Q1 2026 Apr 23, 2026
Bell Investment Advisors, Inc History Reduced 91 6 0.0% 0.0% 577 -15 -14.15% Q1 2026 Apr 17, 2026
North Star Investment Management Corp. History Added to 81 6 0.0% 0.0% 574 +2 2.53% Q1 2026 Apr 23, 2026
Motiv8 Investments LLC History No change 51 6 0.0% 0.0% 578 0 0.0% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 71 5 0.0% — 584 +69 3450.0% Q1 2026 May 11, 2026
SouthState Bank Corp History Added to 77 5 0.0% 0.0% 581 +30 63.83% Q1 2026 May 05, 2026
WealthCollab, LLC History Added to 76 5 0.0% 0.0% 582 +25 49.02% Q1 2026 May 13, 2026
Millstone Evans Group, LLC History Added to 72 5 0.0% 0.0% 583 +24 50.0% Q1 2026 Apr 30, 2026
Daytona Street Capital LLC History Added to 72 5 0.0% 0.0% 585 +24 50.0% Q1 2026 Apr 10, 2026
First Command Advisory Services, Inc. History New 207 4 0.0% — 591 +207 New Q1 2026 May 07, 2026
WEBSTER BANK, N. A. History Added to 63 4 0.0% 0.0% 586 +21 50.0% Q1 2026 Apr 17, 2026
Private Wealth Management Group, LLC History Added to 58 4 0.0% 0.0% 590 +19 48.72% Q1 2026 Apr 23, 2026
Steigerwald, Gordon & Koch Inc. History Added to 55 4 0.0% 0.0% 588 +18 48.65% Q1 2026 Apr 28, 2026
Capital Advisors, Ltd. LLC History Added to 48 4 0.0% 0.0% 587 +16 50.0% Q1 2026 Apr 16, 2026
Physician Wealth Advisors, Inc. History Added to 55 4 0.0% 0.0% 589 +14 34.15% Q1 2026 Apr 24, 2026
SHP Wealth Management History Added to 47 3 0.0% 0.0% 595 +30 176.47% Q1 2026 May 08, 2026
Plante Moran Financial Advisors, LLC History Added to 54 3 0.0% 0.0% 593 +18 50.0% Q1 2026 May 05, 2026
PRIVATE TRUST CO NA History Added to 45 3 0.0% 0.0% 592 +15 50.0% Q1 2026 Apr 30, 2026
Signature Equity Partners, LLC History Added to 45 3 0.0% 0.0% 596 +15 50.0% Q1 2026 May 13, 2026
Prestige Wealth Management Group LLC History Added to 41 3 0.0% 0.0% 594 +13 46.43% Q1 2026 May 13, 2026
True Link Financial Advisors, LLC History New 39 2 0.0% — 609 +39 New Q1 2026 Apr 29, 2026
Innovative Asset Advisors Group, LLC History New 38 2 0.0% — 610 +38 New Q1 2026 May 12, 2026
Dunhill Financial, LLC History Added to 38 2 0.0% — 602 +36 1800.0% Q1 2026 May 06, 2026
TD Capital Management LLC History New 29 2 0.0% — 608 +29 New Q1 2026 May 11, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 32 2 0.0% 0.0% 606 +20 166.67% Q1 2026 Apr 06, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 37 2 0.0% 0.0% 599 +12 48.0% Q1 2026 Apr 14, 2026
Manchester Capital Management LLC History Added to 34 2 0.0% 0.0% 597 +11 47.83% Q1 2026 May 11, 2026
DiNuzzo Private Wealth, Inc. History Added to 34 2 0.0% 0.0% 604 +11 47.83% Q1 2026 Apr 08, 2026
Ares Financial Consulting, LLC History Added to 31 2 0.0% 0.0% 607 +10 47.62% Q1 2026 Apr 02, 2026
Addison Advisors LLC History Added to 28 2 0.0% 0.0% 601 +9 47.37% Q1 2026 May 08, 2026
IMA Advisory Services, Inc. History Added to 37 2 0.0% 0.0% 598 +8 27.59% Q1 2026 May 06, 2026
Sachetta, LLC History Added to 30 2 0.0% 0.0% 605 +4 15.38% Q1 2026 May 01, 2026
High Note Wealth, LLC History Reduced 36 2 0.0% 0.0% 600 -3 -7.69% Q1 2026 May 11, 2026
ORG Partners LLC History No change 19 2 0.0% 0.0% 603 0 0.0% Q4 2025 Jan 14, 2026
BROWN, LISLE/CUMMINGS, INC. History New 16 1 0.0% — 622 +16 New Q1 2026 Apr 17, 2026
CX Institutional History New 14 1 0.0% — 623 +14 New Q1 2026 Apr 06, 2026
Hughes Financial Services, LLC History Added to 22 1 0.0% 0.0% 619 +10 83.33% Q1 2026 Apr 29, 2026
Rialto Wealth Management, LLC History Added to 22 1 0.0% 0.0% 620 +10 83.33% Q1 2026 May 14, 2026
ALBION FINANCIAL GROUP /UT History Added to 27 1 0.0% 0.0% 611 +9 50.0% Q1 2026 Apr 27, 2026
Avion Wealth History Added to 27 1 0.0% 0.0% 614 +9 50.0% Q1 2026 May 01, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 24 1 0.0% 0.0% 612 +8 50.0% Q1 2026 May 11, 2026
Glen Eagle Advisors, LLC History Added to 25 1 0.0% 0.0% 617 +8 47.06% Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 22 1 0.0% 0.0% 616 +7 46.67% Q1 2026 Apr 14, 2026
Bay Harbor Wealth Management, LLC History Added to 17 1 0.0% 0.0% 613 +6 54.55% Q1 2026 Apr 14, 2026
Kilter Group LLC History Added to 15 1 0.0% 0.0% 621 +5 50.0% Q1 2026 May 14, 2026
Cromwell Holdings LLC History Added to 14 1 0.0% 0.0% 615 +4 40.0% Q1 2026 Apr 30, 2026
Principia Wealth Advisory, LLC History No change 12 1 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 10, 2026
Ceredex Value Advisors LLC History Closed out 0 0 — 0.7% — -184,850 -100.0% Q1 2026 May 14, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.1% — -159,989 -100.0% Q1 2026 May 07, 2026
Alberta Investment Management Corp History Closed out 0 0 — 0.11% — -146,000 -100.0% Q1 2026 Apr 28, 2026
AGF MANAGEMENT LTD History Closed out 0 0 — 0.07% — -128,815 -100.0% Q1 2026 May 07, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 0.16% — -89,344 -100.0% Q1 2026 May 15, 2026
Holocene Advisors, LP History Closed out 0 0 — 0.02% — -79,567 -100.0% Q1 2026 May 15, 2026
FJ Capital Management LLC History Closed out 0 0 — 0.81% — -58,497 -100.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 — 0.01% — -46,000 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.02% — -42,740 -100.0% Q1 2026 May 15, 2026
Informed Momentum Co LLC History Closed out 0 0 — 0.58% — -41,604 -100.0% Q1 2026 May 13, 2026
Concentric Capital Strategies, LP History Closed out 0 0 — 0.21% — -34,271 -100.0% Q1 2026 May 15, 2026
Karl Kapital LLC History Closed out 0 0 — 2.95% — -26,529 -100.0% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.2% — -22,500 -100.0% Q1 2026 May 15, 2026
PINNBROOK CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.31% — -17,529 -100.0% Q1 2026 May 14, 2026
Oak Thistle LLC History Closed out 0 0 — 0.3% — -17,439 -100.0% Q1 2026 Apr 10, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 — 0.0% — -15,711 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 — 0.0% — -12,182 -100.0% Q1 2026 May 06, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.0% — -10,432 -100.0% Q1 2026 May 15, 2026
AMG National Trust Bank History Closed out 0 0 — 0.03% — -9,441 -100.0% Q1 2026 May 04, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 — 0.25% — -9,346 -100.0% Q1 2026 May 13, 2026
TORONTO DOMINION BANK History Closed out 0 0 — 0.0% — -8,701 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 — 0.04% — -7,707 -100.0% Q1 2026 May 14, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 — 0.01% — -6,939 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 — 0.13% — -6,677 -100.0% Q1 2026 May 12, 2026
Cynosure Group, LLC History Closed out 0 0 — 0.05% — -3,941 -100.0% Q1 2026 May 13, 2026
EntryPoint Capital, LLC History Closed out 0 0 — 0.18% — -3,631 -100.0% Q1 2026 May 14, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 — 0.02% — -3,406 -100.0% Q1 2026 Apr 21, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.01% — -3,387 -100.0% Q1 2026 Apr 23, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.02% — -3,152 -100.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -3,131 -100.0% Q1 2026 May 15, 2026
Busey Bank History Closed out 0 0 — 0.01% — -3,006 -100.0% Q1 2026 Apr 28, 2026
Integrated Advisors Network LLC History Closed out 0 0 — 0.01% — -2,707 -100.0% Q1 2026 Apr 28, 2026
Sage Mountain Advisors LLC History Closed out 0 0 — 0.02% — -2,659 -100.0% Q1 2026 May 11, 2026
Kestra Advisory Services, LLC History Closed out 0 0 — 0.0% — -2,379 -100.0% Q1 2026 Apr 30, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -2,110 -100.0% Q1 2026 May 14, 2026
Intellus Advisors LLC History Closed out 0 0 — 0.03% — -2,092 -100.0% Q1 2026 May 07, 2026
111 Capital History Closed out 0 0 — 0.06% — -2,037 -100.0% Q1 2026 May 11, 2026
Trueblood Wealth Management, LLC History Closed out 0 0 — 0.09% — -1,900 -100.0% Q1 2026 Apr 21, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.0% — -1,861 -100.0% Q1 2026 Apr 08, 2026
Leo Wealth, LLC History Closed out 0 0 — 0.02% — -1,818 -100.0% Q1 2026 May 05, 2026
Savvy Advisors, Inc. History Closed out 0 0 — 0.01% — -1,790 -100.0% Q1 2026 May 11, 2026
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.02% — -1,776 -100.0% Q1 2026 May 14, 2026
First Bank & Trust History Closed out 0 0 — 0.04% — -1,732 -100.0% Q1 2026 Apr 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Closed out 0 0 — 0.07% — -1,721 -100.0% Q1 2026 May 04, 2026
EP Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -1,717 -100.0% Q1 2026 May 14, 2026
Rafferty Asset Management, LLC History Closed out 0 0 — 0.0% — -1,711 -100.0% Q1 2026 May 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -1,704 -100.0% Q1 2026 May 07, 2026
Keystone Financial Services History Closed out 0 0 — 0.06% — -1,662 -100.0% Q1 2026 May 06, 2026
Next Level Private LLC History Closed out 0 0 — 0.05% — -1,630 -100.0% Q1 2026 Apr 23, 2026
Financial & Tax Architects, LLC History Closed out 0 0 — 0.05% — -1,614 -100.0% Q1 2026 Apr 23, 2026
Quarry LP History Closed out 0 0 — 0.02% — -917 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — 0.02% — -546 -100.0% Q1 2026 May 11, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -188 -100.0% Q1 2026 May 06, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 May 01, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.01% — -50 -100.0% Q1 2026 Apr 16, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.0% — -47 -100.0% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -46 -100.0% Q1 2026 Apr 28, 2026
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -33 -100.0% Q1 2026 May 15, 2026
Costello Asset Management, INC History Closed out 0 0 — 0.0% — -30 -100.0% Q1 2026 Apr 30, 2026
CoreCap Advisors, LLC History Reduced 9 0 — 0.0% — -18 -66.67% Q1 2026 Apr 07, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q1 2026 Apr 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 12 0 — 0.0% — -14 -53.85% Q1 2026 May 01, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 — 0.0% — -13 -100.0% Q1 2026 May 14, 2026
Vermillion Wealth Management, Inc. History New 12 0 — — — +12 New Q1 2026 Apr 17, 2026
Investors Portfolio Services LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q1 2026 May 14, 2026
ATWOOD & PALMER INC History New 10 0 — — — +10 New Q1 2026 Apr 15, 2026
GHP Investment Advisors, Inc. History New 10 0 — — — +10 New Q1 2026 Apr 21, 2026
Operose Advisors LLC History New 10 0 — — — +10 New Q1 2026 May 12, 2026
American Capital Advisory, LLC History Reduced 3 0 — 0.0% — -5 -62.5% Q1 2026 Apr 29, 2026
CURIO WEALTH, LLC History Added to 6 0 — — — +5 500.0% Q1 2026 May 11, 2026
Bare Financial Services, Inc History Added to 12 0 — 0.0% — +4 50.0% Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History Added to 13 0 — 0.0% — +4 44.44% Q1 2026 May 01, 2026
Intentional Wealth Strategies, LLC History New 4 0 — — — +4 New Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History Added to 10 0 — — — +3 42.86% Q1 2026 Apr 17, 2026
Financial Management Professionals, Inc. History Added to 10 0 — — — +3 42.86% Q1 2026 Apr 15, 2026
Wealth Enhancement Trust Services, Inc. History Added to 9 0 — — — +3 50.0% Q1 2026 Apr 08, 2026
Portus Wealth Advisors, LLC History New 3 0 — — — +3 New Q1 2026 Apr 22, 2026
Trust Co History Added to 6 0 — — — +2 50.0% Q1 2026 Apr 13, 2026
Quaker Wealth Management, LLC History Added to 4 0 — — — +2 100.0% Q1 2026 Apr 10, 2026
Nemes Rush Group LLC History Added to 9 0 — 0.0% — +1 12.5% Q1 2026 Apr 21, 2026
Valued Wealth Advisors LLC History Added to 3 0 — — — +1 50.0% Q1 2026 Apr 30, 2026
DV Trading LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 15, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q1 2026 Apr 27, 2026