Surgery Partners, Inc. - SGRY

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
BAIN CAPITAL INVESTORS LLC History No change 49,946,972 595,367 18.22% 16.69% 1 0 0.0% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 13,540,385 161,400 0.08% 0.09% 2 +2,401 0.02% Q1 2026 May 18, 2026
Pentwater Capital Management LP History Added to 12,655,000 150,847 0.78% 0.81% 3 +2,655,000 26.55% Q1 2026 May 15, 2026
KING STREET CAPITAL MANAGEMENT, L.P. History No change 10,229,730 121,938 37.17% 21.82% 4 0 0.0% Q1 2026 May 15, 2026
UBS Group AG History Added to 10,191,781 121,486 0.02% 0.02% 5 +2,387,807 30.6% Q1 2026 May 05, 2026
VANGUARD GROUP INC History No change 7,565,905 116,893 0.0% 0.0% 6 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 5,660,788 67,476 0.0% 0.0% 7 -30,243 -0.53% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,296,411 63,130 0.01% 0.02% 8 +389,831 7.95% Q1 2026 May 07, 2026
Clearbridge Investments, LLC History Reduced 4,118,056 49,087 0.04% 0.05% 9 -110,395 -2.61% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,628,431 43,250 0.0% 10 +3,628,431 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,430,795 40,895 0.0% 11 +3,430,795 New Q1 2026 May 15, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Added to 3,336,464 39,770 0.54% 0.58% 12 +965,000 40.69% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 2,250,951 26,831 0.0% 0.0% 13 +1,548,730 220.55% Q1 2026 May 15, 2026
FMR LLC History Reduced 2,191,465 26,122 0.0% 0.01% 14 -4,383,551 -66.67% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,002,374 23,872 0.0% 0.0% 15 +58,925 3.03% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,953,778 23,289 0.0% 0.0% 16 +80,901 4.32% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 1,949,720 23,241 0.02% 0.0% 17 +1,934,383 12612.53% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Reduced 1,915,668 22,567 0.01% 0.02% 18 -15,909 -0.82% Q1 2026 Apr 30, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History Reduced 1,800,000 21,456 0.54% 1.21% 19 -2,058,088 -53.34% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,589,368 18,945 0.0% 0.0% 20 +488,822 44.42% Q1 2026 May 13, 2026
LMR Partners LLP History Added to 1,380,000 16,449 0.04% 0.02% 21 +724,485 110.52% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,280,552 15,264 0.0% 0.0% 22 -679,134 -34.66% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,239,982 14,780 0.0% 0.0% 23 +613,505 97.93% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,107,250 13,198 0.0% 0.0% 24 +116,602 11.77% Q1 2026 May 15, 2026
Sea Cliff Partners Management, LP History Added to 1,039,799 12,394 6.4% 4.38% 25 +366,448 54.42% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,012,177 12,065 0.0% 0.0% 26 -128,626 -11.28% Q1 2026 May 15, 2026
Man Group plc History Added to 946,519 11,282 0.02% 0.01% 27 +617,725 187.88% Q1 2026 May 15, 2026
Whitefort Capital Management, LP History Added to 911,136 10,860 3.2% 2.37% 28 +311,136 51.86% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 797,794 9,509 0.0% 0.0% 29 +96,705 13.79% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 760,341 9,063 0.01% 0.01% 30 -7,389 -0.96% Q1 2026 May 15, 2026
Varde Management, L.P. History New 755,438 9,004 18.26% 31 +755,438 New Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Reduced 723,240 8,621 0.02% 0.04% 32 -996,919 -57.96% Q1 2026 May 15, 2026
Irenic Capital Management LP History Added to 711,000 8,475 0.55% 0.09% 33 +626,380 740.23% Q1 2026 May 18, 2026
NORTHERN TRUST CORP History Added to 678,645 8,089 0.0% 0.0% 34 +28,218 4.34% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Added to 648,840 7,734 0.0% 0.0% 35 +434,828 203.18% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 638,047 7,605 0.01% 0.01% 36 +1,317 0.21% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 607,762 7,244 0.02% 0.03% 37 +2,307 0.38% Q1 2026 May 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 530,606 6,324 0.89% 0.84% 38 +140,484 36.01% Q1 2026 May 15, 2026
Centiva Capital, LP History Added to 515,699 6,147 0.05% 0.06% 39 +76,743 17.48% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 489,576 5,835 0.0% 40 +489,576 New Q1 2026 May 08, 2026
Quinn Opportunity Partners LLC History No change 413,860 4,933 0.26% 0.27% 41 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 336,384 3,902 0.0% 0.0% 42 +190,967 131.32% Q1 2026 May 13, 2026
Pier Capital, LLC History Reduced 322,246 3,841 0.63% 0.8% 43 -2,588 -0.8% Q1 2026 May 14, 2026
Clearline Capital LP History Added to 314,144 3,744 0.19% 0.15% 44 +114,268 57.17% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 301,021 3,588 0.0% 0.0% 45 -7,540 -2.44% Q1 2026 May 05, 2026
NORGES BANK History No change 223,742 3,456 0.0% 0.0% 46 0 0.0% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 281,352 3,353 0.0% 0.0% 47 +164,994 141.8% Q1 2026 May 12, 2026
TUDOR INVESTMENT CORP ET AL History New 270,153 3,220 0.01% 48 +270,153 New Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 258,141 3,077 0.0% 0.01% 49 -308,835 -54.47% Q1 2026 Apr 16, 2026
Invesco Ltd. History Added to 208,923 2,490 0.0% 0.0% 50 +25,561 13.94% Q1 2026 May 12, 2026
Rock Springs Capital Management LP History Reduced 208,000 2,479 0.15% 0.25% 51 -102,000 -32.9% Q1 2026 May 15, 2026
CastleKnight Management LP History No change 200,700 2,392 0.04% 0.07% 52 0 0.0% Q1 2026 May 15, 2026
SIRIOS CAPITAL MANAGEMENT L P History Added to 199,054 2,372 0.29% 0.1% 53 +147,868 288.88% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 186,804 2,226 0.0% 0.0% 54 -98,732 -34.58% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 166,797 1,988 0.0% 0.0% 55 +1,050 0.63% Q1 2026 Apr 30, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 156,622 1,866 0.04% 0.07% 56 -59,083 -27.39% Q1 2026 May 13, 2026
Swiss National Bank History Added to 153,500 1,829 0.0% 0.0% 57 +1,700 1.12% Q1 2026 May 07, 2026
TD Waterhouse Canada Inc. History Added to 138,852 1,702 0.01% 0.01% 58 +23,514 20.39% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 140,574 1,675 0.0% 0.0% 59 +19,056 15.68% Q1 2026 May 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 140,366 1,673 0.0% 0.01% 60 -11,138 -7.35% Q1 2026 May 15, 2026
Holocene Advisors, LP History Added to 122,258 1,457 0.0% 0.0% 61 +75,355 160.66% Q1 2026 May 15, 2026
WESBANCO BANK INC History No change 120,000 1,430 0.04% 0.05% 62 0 0.0% Q1 2026 Apr 21, 2026
ALLIANCEBERNSTEIN L.P. History No change 87,808 1,356 0.0% 0.0% 63 0 0.0% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 113,671 1,354 0.0% 0.0% 64 +31,599 38.5% Q1 2026 May 15, 2026
Empowered Funds, LLC History Reduced 108,491 1,293 0.01% 0.04% 65 -52,928 -32.79% Q1 2026 May 14, 2026
GABELLI FUNDS LLC History Reduced 101,197 1,206 0.01% 0.02% 66 -80,700 -44.37% Q1 2026 May 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 100,192 1,194 0.02% 0.05% 67 -50,000 -33.29% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 99,826 1,189 0.0% 0.0% 68 -325 -0.32% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 98,414 1,174 0.0% 0.0% 69 +11,768 13.58% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 90,198 1,075 0.1% 70 +90,198 New Q1 2026 May 15, 2026
TIG Advisors, LLC History Reduced 86,212 1,027 0.05% 0.26% 71 -278,161 -76.34% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 82,520 983 0.0% 0.0% 72 +67,095 434.98% Q1 2026 May 15, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 76,529 912 0.01% 0.01% 73 0 0.0% Q1 2026 May 04, 2026
DEUTSCHE BANK AG\ History Reduced 72,228 860 0.0% 0.0% 74 -87,679 -54.83% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Reduced 71,790 855 0.0% 0.0% 75 -215,586 -75.02% Q1 2026 May 12, 2026
Corient Private Wealth LLC History New 71,733 855 0.0% 76 +71,733 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 70,934 845 0.0% 0.0% 77 -3,863 -5.16% Q1 2026 May 08, 2026
Tranquility Partners, LLC History No change 68,062 811 0.31% 0.38% 78 0 0.0% Q1 2026 Apr 20, 2026
TD ASSET MANAGEMENT INC History Added to 65,920 785 0.0% 0.0% 79 +49,740 307.42% Q1 2026 May 11, 2026
Crawford Fund Management, LLC History Added to 63,000 750 0.14% 0.08% 80 +26,000 70.27% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 58,670 699 0.0% 81 +58,670 New Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 50,024 596 0.0% 0.0% 83 +20,019 66.72% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 50,000 596 0.01% 0.01% 82 0 0.0% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 45,943 547 0.0% 0.0% 84 -421 -0.91% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 45,125 537 0.0% 0.0% 85 -201,841 -81.73% Q1 2026 May 14, 2026
One68 Global Capital, LLC History Added to 45,000 536 1.73% 4.36% 86 +21,000 87.5% Q1 2026 May 15, 2026
Inspire Investing, LLC History Added to 43,409 517 0.04% 0.04% 87 +13,336 44.35% Q1 2026 Apr 23, 2026
FIRST TRUST ADVISORS LP History New 40,738 485 0.0% 88 +40,738 New Q1 2026 May 13, 2026
MANGROVE PARTNERS IM, LLC History New 39,525 471 0.04% 89 +39,525 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 38,448 458 0.0% 0.0% 90 -53,053 -57.98% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 36,291 432 0.0% 0.0% 91 +388 1.08% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 35,944 428 0.0% 0.0% 92 +10,537 41.47% Q1 2026 May 06, 2026
Walleye Capital LLC History Reduced 35,462 422 0.0% 0.02% 93 -348,333 -90.76% Q1 2026 May 13, 2026
IMC-Chicago, LLC History New 31,676 377 0.0% 94 +31,676 New Q1 2026 May 05, 2026
Vanguard Global Advisers, LLC History New 29,616 353 0.0% 95 +29,616 New Q1 2026 May 08, 2026
Jump Financial, LLC History New 28,295 337 0.0% 96 +28,295 New Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 28,146 335 0.0% 0.0% 97 +359 1.29% Q1 2026 May 04, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 27,743 330 0.03% 0.07% 98 -35,000 -55.78% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Reduced 27,074 322 0.0% 0.0% 99 -1,414 -4.96% Q1 2026 May 05, 2026
VARCOV Co. History New 26,187 312 0.12% 100 +26,187 New Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 26,148 311 0.0% 0.0% 101 0 0.0% Q1 2026 May 15, 2026
ARISTEIA CAPITAL, L.L.C. History New 23,981 285 0.01% 102 +23,981 New Q1 2026 May 15, 2026
Shay Capital LLC History Reduced 23,500 280 0.02% 0.07% 103 -22,500 -48.91% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 23,438 279 0.0% 0.0% 104 0 0.0% Q1 2026 May 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 21,500 256 0.0% 105 +21,500 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,403 255 0.0% 0.0% 106 0 0.0% Q1 2026 Apr 29, 2026
Arizona State Retirement System History Added to 21,316 254 0.0% 0.0% 107 +4 0.02% Q1 2026 May 01, 2026
Clear Harbor Asset Management, LLC History Reduced 20,851 248 0.02% 0.04% 108 -18,600 -47.15% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History No change 20,488 244 0.0% 0.0% 109 0 0.0% Q1 2026 May 13, 2026
ADAR1 Capital Management, LLC History No change 20,000 238 0.01% 0.02% 110 0 0.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History New 19,686 234 0.01% 111 +19,686 New Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,273 229 0.0% 0.0% 112 0 0.0% Q1 2026 May 08, 2026
Handelsbanken Fonder AB History No change 18,100 216 0.0% 0.0% 113 0 0.0% Q1 2026 Apr 28, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History New 18,000 214 0.14% 114 +18,000 New Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,558 209 0.0% 0.0% 115 -11,828 -40.25% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 17,368 207 0.0% 116 +17,368 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 16,500 196 0.0% 0.0% 117 0 0.0% Q1 2026 Apr 29, 2026
Marble Bar Asset Management LLP History Added to 15,828 188 0.18% 3.78% 118 +5,276 50.0% Q1 2026 May 14, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 15,632 186 0.05% 0.08% 119 0 0.0% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 14,274 164 0.0% 0.0% 120 +13,521 1795.62% Q1 2026 May 15, 2026
XTX Topco Ltd History New 13,682 163 0.0% 122 +13,682 New Q1 2026 May 15, 2026
Camelot Portfolios, LLC History Added to 13,732 163 0.12% 0.13% 121 +175 1.29% Q1 2026 May 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,588 161 0.0% 0.0% 123 -254 -1.83% Q1 2026 May 12, 2026
Creative Planning History New 13,253 157 0.0% 124 +13,253 New Q1 2026 May 12, 2026
MARSHALL WACE, LLP History Reduced 12,826 152 0.0% 0.0% 125 -17,988 -58.38% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 12,284 146 0.0% 0.0% 126 +4,217 52.27% Q1 2026 May 11, 2026
PRUDENTIAL FINANCIAL INC History New 12,025 143 0.0% 127 +12,025 New Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History New 11,953 142 0.0% 128 +11,953 New Q1 2026 May 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,853 141 0.0% 0.01% 129 +1,278 12.09% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History No change 11,528 137 0.0% 0.0% 130 0 0.0% Q1 2026 Apr 22, 2026
ProShare Advisors LLC History Reduced 11,213 133 0.0% 0.0% 131 -2,922 -20.67% Q1 2026 Apr 24, 2026
Olympiad Research LP History No change 10,912 130 0.4% 0.45% 132 0 0.0% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History New 10,323 123 0.0% 133 +10,323 New Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History No change 10,023 120 0.0% 0.0% 134 0 0.0% Q1 2026 May 14, 2026
Twin Securities, Inc. History Reduced 10,025 119 0.06% 1.01% 135 -160,233 -94.11% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 7,282 86 0.0% 0.0% 136 0 0.0% Q1 2026 Apr 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,083 84 0.0% 0.0% 137 0 0.0% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 6,584 79 0.0% 0.0% 138 -3,246 -33.02% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 6,462 77 0.0% 0.0% 139 0 0.0% Q1 2026 May 13, 2026
FNY Investment Advisers, LLC History No change 6,500 77 0.03% 0.03% 140 0 0.0% Q1 2026 Apr 15, 2026
Russell Investments Group, Ltd. History Reduced 5,917 70 0.0% 0.0% 141 -209 -3.41% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 5,697 67 0.0% 0.0% 142 -951 -14.31% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 4,068 48 0.0% 0.0% 143 +3,993 5324.0% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Added to 3,843 45 0.0% 0.0% 144 +1,905 98.3% Q1 2026 May 14, 2026
Covestor Ltd History Reduced 3,326 40 0.03% 0.04% 145 -1,920 -36.6% Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,907 34 0.0% 0.0% 146 +2,051 239.6% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Reduced 2,798 33 0.0% 0.0% 147 -26,559 -90.47% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 2,563 30 0.0% 0.0% 148 -1,895 -42.51% Q1 2026 Apr 22, 2026
KBC Group NV History No change 2,555 30 0.0% 0.0% 149 0 0.0% Q1 2026 May 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,809 21 0.0% 0.0% 150 +291 19.17% Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,645 20 0.0% 0.0% 151 +783 90.84% Q1 2026 Apr 28, 2026
NISA INVESTMENT ADVISORS, LLC History New 1,591 18 0.0% 152 +1,591 New Q1 2026 Apr 30, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,240 14 0.0% 0.0% 153 +324 35.37% Q1 2026 May 14, 2026
Oakum Bay Capital LLC History Added to 1,209 14 0.01% 0.01% 154 +209 20.9% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,000 11 0.0% 0.0% 155 -94 -8.59% Q1 2026 May 13, 2026
COMERICA BANK History No change 677 10 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 10 0.0% 0.0% 157 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 691 8 0.0% 0.0% 158 +546 376.55% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 499 7 0.0% 0.0% 159 0 0.0% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Added to 540 6 0.0% 0.0% 161 +390 260.0% Q1 2026 May 07, 2026
Allworth Financial LP History Added to 552 6 0.0% 0.0% 160 +144 35.29% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 466 5 0.0% 0.0% 162 +376 417.78% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 422 5 0.0% 0.0% 163 0 0.0% Q1 2026 May 08, 2026
Optiver Holding B.V. History Added to 361 4 0.0% 0.0% 164 +168 87.05% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 359 4 0.0% 0.0% 165 +31 9.45% Q1 2026 Apr 06, 2026
OSAIC HOLDINGS, INC. History Reduced 192 2 0.0% 0.0% 167 -541 -73.81% Q1 2026 May 15, 2026
Kilter Group LLC History Added to 178 2 0.0% 0.0% 168 +19 11.95% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 175 2 0.0% 0.0% 166 0 0.0% Q1 2026 May 07, 2026
Hickory Point Bank & Trust History New 150 1 0.0% 172 +150 New Q1 2026 Apr 03, 2026
Advisory Services Network, LLC History New 107 1 0.0% 171 +107 New Q1 2026 May 15, 2026
SIGNATUREFD, LLC History New 85 1 0.0% 170 +85 New Q1 2026 Apr 07, 2026
IFP Advisors, Inc History No change 115 1 0.0% 0.0% 169 0 0.0% Q1 2026 Apr 13, 2026
Walleye Trading LLC History Closed out 0 0 0.01% -353,713 -100.0% Q1 2026 May 08, 2026
Verition Fund Management LLC History Closed out 0 0 0.02% -281,196 -100.0% Q1 2026 May 15, 2026
AYAL Capital Advisors Ltd History Closed out 0 0 1.21% -225,000 -100.0% Q1 2026 May 15, 2026
Sivik Global Healthcare LLC History Closed out 0 0 0.9% -200,000 -100.0% Q1 2026 Apr 15, 2026
Jain Global LLC History Closed out 0 0 0.01% -174,114 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 0.03% -158,589 -100.0% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.06% -134,572 -100.0% Q1 2026 May 18, 2026
Atom Investors LP History Closed out 0 0 0.16% -134,053 -100.0% Q1 2026 May 15, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History Closed out 0 0 0.02% -112,623 -100.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -69,099 -100.0% Q1 2026 May 15, 2026
Headlands Technologies LLC History Closed out 0 0 0.04% -28,978 -100.0% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -27,999 -100.0% Q1 2026 May 06, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -20,864 -100.0% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -17,700 -100.0% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -14,200 -100.0% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.0% -11,730 -100.0% Q1 2026 May 14, 2026
CERTUITY, LLC History Closed out 0 0 0.01% -11,360 -100.0% Q1 2026 May 11, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -11,341 -100.0% Q1 2026 May 15, 2026
Bayforest Capital Ltd History Closed out 0 0 0.13% -11,169 -100.0% Q1 2026 Apr 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -10,500 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,430 -100.0% Q1 2026 May 08, 2026
Luken Investment Analytics, LLC History Closed out 0 0 0.01% -1,275 -100.0% Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Reduced 58 0 0.0% -284 -83.04% Q1 2026 Apr 07, 2026
J.Safra Asset Management Corp History Closed out 0 0 0.0% -221 -100.0% Q1 2026 May 04, 2026
Versant Capital Management, Inc History Closed out 0 0 0.0% -199 -100.0% Q1 2026 Apr 06, 2026
Quarry LP History Closed out 0 0 0.0% -110 -100.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 68 0 +62 1033.33% Q1 2026 Apr 27, 2026
Blue Trust, Inc. History Closed out 0 0 -42 -100.0% Q1 2026 Apr 20, 2026
Sunrise Financial Services, LLC History New 36 0 +36 New Q1 2026 Apr 29, 2026
MassMutual Private Wealth & Trust, FSB History New 30 0 +30 New Q1 2026 Apr 13, 2026
Arlington Trust Co LLC History New 29 0 +29 New Q1 2026 Apr 08, 2026
EverSource Wealth Advisors, LLC History New 25 0 +25 New Q1 2026 May 15, 2026
MAI Capital Management History New 21 0 +21 New Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 80 0 0.0% +12 17.65% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Added to 10 0 +2 25.0% Q1 2026 May 15, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 25 0 0 0.0% Q1 2026 May 07, 2026
Steward Partners Investment Advisory, LLC History No change 4 0 0 0.0% Q1 2026 May 08, 2026
Dunhill Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
Root Financial Partners, LLC History No change 2 0 0 0.0% Q1 2026 Apr 24, 2026
Godfrey Financial Associates, Inc. History No change 21 0 0 0.0% Q1 2026 May 11, 2026