SIRIUS XM HOLDINGS INC. - SIRI

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
BERKSHIRE HATHAWAY INC History No change 124,807,117 2,880,548 1.09% 0.91% 1 0 0.0% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 18,320,515 366,318 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 9,625,184 222,149 0.0% 0.0% 3 -425,719 -4.24% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 8,704,748 200,905 0.01% 4 +8,704,748 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 8,303,630 191,647 0.0% 5 +8,303,630 New Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 6,947,785 160,354 0.02% 0.02% 6 -2,861,542 -29.17% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 6,301,181 145,425 0.03% 0.01% 7 +4,560,821 262.06% Q1 2026 May 07, 2026
Kontiki Capital Management (HK) Ltd. History Reduced 5,696,724 131,480 9.22% 6.94% 8 -271,300 -4.55% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 4,921,042 113,577 0.02% 0.01% 9 +1,444,811 41.56% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,033,128 93,084 0.01% 0.01% 10 -842,469 -17.28% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 3,860,924 89,110 0.06% 0.03% 11 +1,985,644 105.89% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,706,711 85,570 0.01% 0.0% 12 +17,524 0.48% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 3,547,616 81,878 0.0% 0.0% 13 +60,201 1.73% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History Added to 3,219,977 74,317 0.16% 0.13% 14 +146,777 4.78% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,988,907 68,296 0.03% 0.02% 15 +1,538,960 106.14% Q1 2026 May 15, 2026
CHECK CAPITAL MANAGEMENT INC/CA History Added to 2,942,595 67,915 1.98% 1.68% 16 +59,095 2.05% Q1 2026 May 04, 2026
Gates Capital Management, Inc. History New 2,742,359 63,293 1.73% 17 +2,742,359 New Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 2,564,565 59,190 1.04% 0.78% 18 +251,218 10.86% Q1 2026 May 11, 2026
NORGES BANK History No change 2,856,916 57,124 0.01% 0.01% 19 0 0.0% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 2,414,999 55,738 0.01% 0.01% 20 +39,269 1.65% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 2,177,761 50,262 0.01% 0.01% 21 +157,860 7.82% Q1 2026 May 05, 2026
MORGAN STANLEY History Added to 2,156,763 49,778 0.0% 0.0% 22 +445,076 26.0% Q1 2026 May 15, 2026
HBK INVESTMENTS L P History Reduced 1,885,803 43,524 0.44% 0.31% 23 -84,301 -4.28% Q1 2026 May 15, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 1,840,822 42,486 1.96% 1.6% 24 -59,330 -3.12% Q1 2026 May 07, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,832,419 42,292 0.03% 0.07% 25 -726,168 -28.38% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 1,823,994 42,097 0.01% 0.01% 26 -1,388,721 -43.23% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 1,795,954 41,601 0.02% 0.02% 27 -280,585 -13.51% Q1 2026 Apr 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,740,191 40,163 0.01% 0.01% 28 +112,961 6.94% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 1,565,725 36,136 0.09% 0.0% 29 +1,522,526 3524.45% Q1 2026 May 14, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 1,352,602 31,218 0.9% 0.78% 30 +6,419 0.48% Q1 2026 May 08, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History Reduced 1,293,000 29,842 2.08% 1.64% 31 -91,000 -6.58% Q1 2026 May 14, 2026
Gotham Asset Management, LLC History Added to 1,238,571 28,586 0.09% 0.06% 32 +395,206 46.86% Q1 2026 May 15, 2026
Tidal Investments LLC History Reduced 1,208,449 27,891 0.06% 0.11% 33 -1,045,008 -46.37% Q1 2026 May 15, 2026
UBS Group AG History Reduced 1,180,876 27,254 0.0% 0.01% 34 -413,919 -25.95% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,161,228 26,801 0.01% 35 +1,161,228 New Q1 2026 May 08, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History Added to 1,107,416 25,559 9.5% 8.38% 36 +15,085 1.38% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 1,096,087 25,297 0.0% 0.0% 37 +46,395 4.42% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 953,340 22,003 0.01% 0.01% 38 +50,091 5.55% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 952,013 21,972 0.02% 0.01% 39 +578,103 154.61% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Added to 955,854 21,755 0.0% 0.0% 40 +277,827 40.98% Q1 2026 May 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 901,000 20,795 0.03% 41 +901,000 New Q1 2026 May 14, 2026
Walleye Trading LLC History Added to 880,700 20,326 0.03% 0.02% 42 +143,167 19.41% Q1 2026 May 08, 2026
TWO SIGMA ADVISERS, LP History No change 973,804 19,471 0.04% 0.04% 43 0 0.0% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Added to 815,137 18,812 0.22% 0.09% 44 +432,214 112.87% Q1 2026 May 11, 2026
Allianz Asset Management GmbH History Added to 809,069 18,673 0.02% 0.01% 45 +328,641 68.41% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 768,253 17,731 0.01% 0.01% 46 -55,482 -6.74% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 728,182 16,806 0.02% 0.02% 47 -251,218 -25.65% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 720,775 16,635 0.0% 0.0% 48 +70,238 10.8% Q1 2026 May 14, 2026
Empyrean Capital Partners, LP History No change 692,775 15,989 0.52% 0.48% 49 0 0.0% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 691,237 15,953 0.02% 0.0% 50 +591,361 592.1% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 668,355 15,425 0.0% 0.0% 51 -4,551 -0.68% Q1 2026 May 15, 2026
Hi-Line Capital Management, LLC History Added to 667,677 15,409 4.84% 3.67% 52 +115,630 20.95% Q1 2026 Apr 27, 2026
PANAGORA ASSET MANAGEMENT INC History New 650,212 15,006 0.06% 53 +650,212 New Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 614,562 14,184 0.0% 0.0% 54 +8,762 1.45% Q1 2026 May 13, 2026
BISLETT MANAGEMENT, LLC History No change 600,000 13,848 10.68% 9.1% 55 0 0.0% Q1 2026 May 11, 2026
S&CO INC History Reduced 581,427 13,419 0.83% 0.87% 56 -120,015 -17.11% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 571,789 13,196 0.02% 0.02% 57 -194,752 -25.41% Q1 2026 May 15, 2026
CAPITAL MANAGEMENT CORP /VA History Added to 530,536 12,244 2.09% 1.68% 58 +16,837 3.28% Q1 2026 Apr 23, 2026
PDT Partners, LLC History New 475,186 10,967 0.65% 59 +475,186 New Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Reduced 452,870 10,452 0.17% 0.15% 60 -85 -0.02% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Reduced 452,758 10,449 0.07% 0.07% 61 -82,124 -15.35% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 449,827 10,382 0.01% 0.0% 62 +304,841 210.26% Q1 2026 May 12, 2026
READYSTATE ASSET MANAGEMENT LP History Reduced 439,294 10,138 0.46% 0.46% 63 -126,329 -22.33% Q1 2026 May 15, 2026
swisspartners Advisors Ltd History Added to 419,336 9,624 6.05% 5.65% 64 +29,360 7.53% Q1 2026 May 07, 2026
CastleKnight Management LP History Added to 413,700 9,548 0.16% 0.06% 65 +274,700 197.63% Q1 2026 May 15, 2026
Chou Associates Management Inc. History No change 409,589 9,453 4.5% 4.06% 66 0 0.0% Q1 2026 May 14, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 403,959 9,323 0.09% 0.08% 67 -20,280 -4.78% Q1 2026 May 14, 2026
Woodson Capital Management, LP History Reduced 400,000 9,232 1.45% 3.33% 68 -800,000 -66.67% Q1 2026 May 15, 2026
Cambria Investment Management, L.P. History New 398,191 9,190 0.51% 69 +398,191 New Q1 2026 May 14, 2026
Aequim Alternative Investments LP History Added to 393,124 9,073 0.18% 0.12% 70 +100,000 34.12% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 378,528 8,736 0.01% 0.04% 71 -3,603,013 -90.49% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 366,763 8,464 0.05% 0.0% 72 +366,194 64357.47% Q1 2026 May 15, 2026
Swiss National Bank History No change 365,085 8,426 0.0% 0.0% 73 0 0.0% Q1 2026 May 07, 2026
Ninety One UK Ltd History No change 342,090 7,895 0.02% 0.01% 74 0 0.0% Q1 2026 Apr 24, 2026
TOWERVIEW LLC History No change 335,300 7,738 4.99% 4.86% 75 0 0.0% Q1 2026 May 05, 2026
Cadence Bank History No change 384,859 7,695 0.45% 0.45% 76 0 0.0% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Added to 311,310 7,184 0.01% 0.01% 77 +32,818 11.78% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 310,575 7,168 0.0% 0.0% 78 -37,478 -10.77% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 286,806 6,619 0.0% 0.0% 79 +7,496 2.68% Q1 2026 Apr 30, 2026
Creative Planning History Added to 276,284 6,376 0.0% 0.0% 80 +159,591 136.76% Q1 2026 May 12, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 275,309 6,354 0.01% 0.01% 81 -5,612 -2.0% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 269,655 6,223 0.05% 82 +269,655 New Q1 2026 May 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 255,349 5,893 0.01% 0.01% 83 +64,188 33.58% Q1 2026 May 12, 2026
Twin Tree Management, LP History Reduced 252,500 5,827 0.12% 0.05% 84 -25,866 -9.29% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 250,075 5,771 0.01% 0.01% 85 -14,038 -5.32% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 238,790 5,511 0.0% 0.0% 86 -21,704 -8.33% Q1 2026 May 08, 2026
FIRST MANHATTAN CO. LLC. History Reduced 228,472 5,273 0.01% 0.01% 87 -848 -0.37% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 216,894 5,005 0.01% 0.0% 88 +24,416 12.69% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 216,448 4,995 0.01% 89 +216,448 New Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 204,242 4,713 0.05% 0.04% 90 0 0.0% Q1 2026 Apr 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 197,409 4,556 0.01% 0.01% 91 -6,612 -3.24% Q1 2026 May 08, 2026
LMR Partners LLP History No change 186,049 4,294 0.01% 0.01% 92 0 0.0% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 185,161 4,273 0.0% 0.0% 93 -21,781 -10.53% Q1 2026 May 12, 2026
Qsemble Capital Management, LP History Added to 182,710 4,216 0.32% 0.12% 94 +110,237 152.11% Q1 2026 May 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 173,619 4,007 0.0% 0.0% 95 +72,519 71.73% Q1 2026 May 04, 2026
SummitTX Capital, L.P. History Added to 173,235 3,998 0.12% 0.09% 96 +19,275 12.52% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 170,596 3,937 0.02% 0.0% 97 +114,196 202.48% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 169,493 3,911 0.0% 98 +169,493 New Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History Added to 167,289 3,861 0.02% 0.0% 99 +122,432 272.94% Q1 2026 May 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 166,515 3,843 0.24% 100 +166,515 New Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 161,294 3,723 0.0% 0.0% 101 +11,984 8.03% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 159,275 3,675 0.01% 0.0% 102 +28,870 22.14% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History New 158,776 3,664 0.38% 103 +158,776 New Q1 2026 May 15, 2026
WHITEBOX ADVISORS LLC History Reduced 153,943 3,553 0.04% 0.05% 104 -17,000 -9.94% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 149,544 3,451 0.31% 0.22% 105 -94,672 -38.77% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Added to 148,892 3,436 0.05% 0.03% 106 +42,940 40.53% Q1 2026 May 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 147,000 3,392 0.01% 0.01% 107 0 0.0% Q1 2026 May 05, 2026
ArrowMark Colorado Holdings LLC History No change 144,827 3,342 0.09% 0.06% 108 0 0.0% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 134,392 3,101 0.0% 0.0% 109 +96,420 253.92% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 122,011 2,816 0.01% 0.01% 110 -53,883 -30.63% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 139,924 2,797 0.0% 0.0% 111 +44,647 46.86% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History New 120,942 2,791 0.02% 112 +120,942 New Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 116,582 2,773 0.01% 0.0% 113 +47,488 68.73% Q1 2026 Apr 08, 2026
FRANKLIN RESOURCES INC History Added to 120,022 2,770 0.0% 0.0% 114 +773 0.65% Q1 2026 May 13, 2026
Inspire Investing, LLC History Reduced 119,586 2,760 0.23% 0.23% 115 -8,392 -6.56% Q1 2026 Apr 23, 2026
WELLS FARGO & COMPANY/MN History Reduced 118,653 2,738 0.0% 0.0% 116 -4,551 -3.69% Q1 2026 May 11, 2026
Paralel Advisors LLC History No change 118,658 2,738 0.11% 0.09% 117 0 0.0% Q1 2026 May 07, 2026
Aldebaran Capital, LLC History Added to 115,403 2,663 2.04% 1.91% 118 +9,056 8.52% Q1 2026 May 07, 2026
Cerity Partners LLC History Added to 114,829 2,650 0.0% 0.0% 119 +61,755 116.36% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 113,800 2,626 0.04% 0.01% 120 +68,000 148.47% Q1 2026 May 14, 2026
Mariner, LLC History New 112,158 2,588 0.0% 121 +112,158 New Q1 2026 May 13, 2026
Caption Management, LLC History New 110,800 2,557 0.01% 122 +110,800 New Q1 2026 May 15, 2026
PENN DAVIS MCFARLAND INC History Reduced 109,303 2,522 0.25% 0.26% 123 -26,959 -19.78% Q1 2026 Apr 21, 2026
Quantinno Capital Management LP History Added to 107,336 2,477 0.0% 0.0% 124 +29,419 37.76% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Added to 106,888 2,466 0.01% 0.01% 125 +3,738 3.62% Q1 2026 May 05, 2026
Holocene Advisors, LP History New 106,754 2,463 0.01% 126 +106,754 New Q1 2026 May 15, 2026
CWM, LLC History Added to 106,688 2,462 0.01% 0.0% 127 +65,076 156.39% Q1 2026 May 14, 2026
Wakefield Asset Management LLLP History No change 106,447 2,456 0.65% 0.58% 128 0 0.0% Q1 2026 May 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 106,402 2,455 0.0% 0.01% 129 -100,000 -48.45% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 104,102 2,402 0.0% 0.0% 130 -65,645 -38.67% Q1 2026 May 11, 2026
FMR LLC History Reduced 103,808 2,395 0.0% 0.0% 131 -224,554 -68.39% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 103,686 2,393 0.0% 0.0% 132 0 0.0% Q1 2026 May 06, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 100,000 2,308 0.02% 0.02% 133 -25,000 -20.0% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Reduced 99,165 2,288 0.0% 0.0% 134 -36,661 -26.99% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 98,733 2,278 0.0% 0.0% 135 +14,123 16.69% Q1 2026 May 15, 2026
Aspen Grove Capital, LLC History New 98,648 2,276 0.44% 136 +98,648 New Q1 2026 May 14, 2026
Private Advisor Group, LLC History Added to 95,350 2,200 0.01% 0.0% 137 +46,936 96.95% Q1 2026 Apr 24, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 95,112 2,195 0.01% 0.0% 138 +28,528 42.85% Q1 2026 Apr 30, 2026
Bridgewater Associates, LP History Added to 91,340 2,108 0.01% 0.01% 139 +3,033 3.43% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 88,030 2,031 0.01% 0.01% 140 +3,481 4.12% Q1 2026 May 14, 2026
Weaver C. Barksdale & Associates, Inc. History Added to 87,828 2,029 1.93% 1.73% 141 +5,466 6.64% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 86,058 1,986 0.0% 0.0% 142 -55,035 -39.01% Q1 2026 May 12, 2026
IFP Advisors, Inc History Added to 85,474 1,972 0.04% 0.02% 143 +30,588 55.73% Q1 2026 Apr 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 83,344 1,923 0.02% 0.01% 144 +6,629 8.64% Q1 2026 Apr 29, 2026
Inlight Wealth Management, LLC History Reduced 83,091 1,917 0.71% 0.62% 145 -2,013 -2.37% Q1 2026 May 04, 2026
Treasurer of the State of North Carolina History Added to 81,259 1,875 0.01% 0.01% 146 +1,732 2.18% Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 79,368 1,831 0.0% 0.0% 147 -15,280 -16.14% Q1 2026 May 06, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 77,641 1,791 0.19% 148 +77,641 New Q1 2026 May 07, 2026
JANUS HENDERSON GROUP PLC History No change 77,559 1,788 0.0% 0.0% 149 0 0.0% Q1 2026 May 18, 2026
Vanguard Global Advisers, LLC History New 76,167 1,757 0.0% 150 +76,167 New Q1 2026 May 08, 2026
AIRE ADVISORS, LLC History No change 75,398 1,740 0.32% 0.28% 151 0 0.0% Q1 2026 May 06, 2026
Shay Capital LLC History Reduced 72,983 1,684 0.14% 0.16% 152 -6,766 -8.48% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 71,180 1,642 0.0% 0.0% 153 +3,268 4.81% Q1 2026 Apr 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 70,178 1,619 0.0% 0.0% 154 +29,728 73.49% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 68,967 1,591 0.03% 0.02% 155 -572 -0.82% Q1 2026 Apr 22, 2026
Camelot Portfolios, LLC History Reduced 68,633 1,584 1.17% 0.86% 156 -1,649 -2.35% Q1 2026 May 08, 2026
Helium Advisors LLC History No change 66,721 1,539 1.46% 1.35% 157 0 0.0% Q1 2026 May 05, 2026
Krilogy Financial LLC History Added to 62,154 1,537 0.05% 0.04% 158 +8,582 16.02% Q1 2026 Apr 17, 2026
Janney Montgomery Scott LLC History Added to 65,197 1,505 0.0% 0.0% 159 +3,760 6.12% Q1 2026 Apr 22, 2026
Capula Management Ltd History New 64,400 1,486 0.01% 160 +64,400 New Q1 2026 May 14, 2026
NATIXIS History Reduced 63,022 1,454 0.01% 0.01% 161 -59,309 -48.48% Q1 2026 May 14, 2026
Focus Partners Wealth History Added to 61,597 1,421 0.0% 0.0% 162 +37,463 155.23% Q1 2026 May 14, 2026
Handelsbanken Fonder AB History No change 60,661 1,400 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 60,642 1,399 0.0% 0.0% 164 -37,239 -38.05% Q1 2026 May 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 60,385 1,393 0.11% 0.09% 165 0 0.0% Q1 2026 Apr 29, 2026
Jackson Creek Investment Advisors LLC History Reduced 59,630 1,376 0.41% 0.37% 166 -2,690 -4.32% Q1 2026 May 05, 2026
Lighthouse Investment Partners, LLC History Added to 58,883 1,359 0.05% 0.01% 167 +43,183 275.05% Q1 2026 May 14, 2026
Engineers Gate Manager LP History New 58,299 1,345 0.02% 168 +58,299 New Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 57,591 1,329 0.0% 0.0% 169 +3,742 6.95% Q1 2026 May 13, 2026
Jain Global LLC History New 56,385 1,301 0.01% 170 +56,385 New Q1 2026 May 15, 2026
Robeco Institutional Asset Management B.V. History New 56,186 1,296 0.0% 171 +56,186 New Q1 2026 Apr 21, 2026
Man Group plc History New 55,825 1,288 0.0% 172 +55,825 New Q1 2026 May 15, 2026
Bruce & Co., Inc. History No change 55,784 1,287 0.37% 0.35% 173 0 0.0% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 55,700 1,285 0.0% 0.01% 174 -151,495 -73.12% Q1 2026 May 15, 2026
Ancora Advisors LLC History Added to 55,718 1,285 0.03% 0.02% 175 +11,410 25.75% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 55,247 1,275 0.0% 0.0% 176 -1,884 -3.3% Q1 2026 May 14, 2026
Magnetar Financial LLC History New 55,062 1,270 0.01% 177 +55,062 New Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Added to 54,803 1,264 0.0% 0.0% 178 +1,025 1.91% Q1 2026 May 11, 2026
Mork Capital Management, LLC History No change 54,400 1,255 0.89% 0.66% 179 0 0.0% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History New 53,877 1,243 0.0% 180 +53,877 New Q1 2026 May 01, 2026
Entropy Technologies, LP History New 53,858 1,243 0.06% 181 +53,858 New Q1 2026 May 14, 2026
Wallace Capital Management Inc. History Reduced 53,384 1,232 0.14% 0.13% 182 -2,201 -3.96% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Added to 51,564 1,190 0.06% 0.04% 183 +11,969 30.23% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 50,845 1,173 0.01% 0.01% 184 -614 -1.19% Q1 2026 May 01, 2026
MARSHALL WACE, LLP History New 50,517 1,165 0.0% 185 +50,517 New Q1 2026 May 14, 2026
CIBC WORLD MARKETS CORP History No change 57,900 1,157 0.01% 0.01% 186 0 0.0% Q4 2025 Feb 12, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 49,781 1,148 0.26% 0.25% 187 -628 -1.25% Q1 2026 May 11, 2026
Snowden Capital Advisors LLC History Added to 49,582 1,144 0.03% 0.03% 188 +39 0.08% Q1 2026 May 14, 2026
WBI INVESTMENTS, LLC History New 48,770 1,125 0.31% 189 +48,770 New Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 48,755 1,125 0.0% 190 +48,755 New Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 48,111 1,110 0.0% 0.0% 191 -17,899 -27.12% Q1 2026 May 13, 2026
Tweedy, Browne Co LLC History Added to 46,881 1,082 0.09% 0.05% 192 +16,761 55.65% Q1 2026 May 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 46,881 1,082 0.01% 0.0% 193 +16,761 55.65% Q1 2026 Apr 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 45,197 1,043 0.0% 0.0% 194 +4,411 10.81% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 44,994 1,038 0.0% 195 +44,994 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 44,723 1,032 0.0% 0.0% 196 -9,480 -17.49% Q1 2026 May 08, 2026
R.H. Dinel Investment Counsel, Inc. History No change 44,593 1,029 0.83% 0.65% 197 0 0.0% Q1 2026 Apr 14, 2026
Y-Intercept (Hong Kong) Ltd History New 42,967 991 0.02% 198 +42,967 New Q1 2026 Apr 27, 2026
Everstar Asset Management, LLC History Added to 42,790 987 0.53% 0.46% 199 +626 1.48% Q1 2026 Apr 16, 2026
DEUTSCHE BANK AG\ History Added to 42,368 977 0.0% 0.0% 200 +629 1.51% Q1 2026 May 06, 2026
Cassaday & Co Wealth Management LLC History No change 42,046 970 0.02% 0.02% 201 0 0.0% Q1 2026 May 07, 2026
Clearstead Advisors, LLC History Added to 41,724 962 0.01% 0.01% 202 +1,509 3.75% Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 35,584 952 0.01% 0.01% 203 0 0.0% Q1 2026 May 06, 2026
KLP KAPITALFORVALTNING AS History Added to 40,758 940 0.0% 0.0% 204 +1,400 3.56% Q1 2026 Apr 29, 2026
Empowered Funds, LLC History New 40,589 936 0.01% 205 +40,589 New Q1 2026 May 14, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History New 40,188 927 0.07% 206 +40,188 New Q1 2026 May 12, 2026
Hillsdale Investment Management Inc. History Reduced 39,300 907 0.02% 0.02% 207 -2,950 -6.98% Q1 2026 May 04, 2026
Summit Financial, LLC History Added to 39,239 905 0.01% 0.01% 208 +11,100 39.45% Q1 2026 May 15, 2026
Balefire, LLC History Added to 38,869 897 0.17% 0.13% 209 +5,500 16.48% Q1 2026 May 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 38,830 896 0.0% 0.0% 210 +3,683 10.48% Q1 2026 Apr 30, 2026
AXQ CAPITAL, LP History New 37,677 869 0.11% 211 +37,677 New Q1 2026 May 13, 2026
Guardian Wealth Management, Inc. History Added to 36,633 845 0.46% 0.21% 212 +18,993 107.67% Q1 2026 May 08, 2026
COMERICA BANK History No change 42,211 844 0.0% 0.0% 213 0 0.0% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 36,316 838 0.0% 0.0% 214 -79,411 -68.62% Q1 2026 May 14, 2026
Icon Wealth Advisors, LLC History New 30,032 803 0.05% 215 +30,032 New Q1 2026 May 12, 2026
ALLSTATE CORP History New 33,924 782 0.01% 216 +33,924 New Q1 2026 May 11, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 33,279 768 0.09% 0.08% 217 -2,329 -6.54% Q1 2026 May 11, 2026
Verition Fund Management LLC History Reduced 32,996 761 0.0% 0.02% 218 -182,680 -84.7% Q1 2026 May 15, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 32,483 749 0.01% 0.01% 219 0 0.0% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Reduced 32,364 746 0.0% 0.0% 220 -1,738 -5.1% Q1 2026 May 05, 2026
Riverview Capital Advisers, LLC History Added to 31,752 732 0.24% 0.18% 221 +2,363 8.04% Q1 2026 May 13, 2026
Legato Capital Management LLC History Reduced 31,705 731 0.07% 0.15% 222 -53,795 -62.92% Q1 2026 May 14, 2026
MAVERICK CAPITAL LTD History Reduced 31,602 729 0.01% 0.05% 223 -216,989 -87.29% Q1 2026 May 15, 2026
Quaker Capital Investments, LLC History No change 30,937 714 0.17% 0.16% 224 0 0.0% Q1 2026 May 14, 2026
Crescent Grove Advisors, LLC History New 30,606 706 0.07% 225 +30,606 New Q1 2026 May 06, 2026
Pictet Asset Management Holding SA History Added to 30,531 704 0.0% 0.0% 226 +2,438 8.68% Q1 2026 Apr 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 30,428 702 0.02% 0.01% 227 +829 2.8% Q1 2026 May 14, 2026
Indivisible Partners History Added to 30,224 697 0.06% 0.04% 228 +12,361 69.2% Q1 2026 Apr 30, 2026
Neuberger Berman Group LLC History Added to 29,970 691 0.0% 0.0% 229 +4,856 19.34% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 35,737 685 0.0% 0.0% 230 +105 0.29% Q1 2026 May 15, 2026
Hosking Partners LLP History Reduced 29,492 680 0.02% 0.03% 231 -11,285 -27.67% Q1 2026 Apr 21, 2026
Integrated Wealth Concepts LLC History New 28,838 665 0.01% 232 +28,838 New Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History Added to 27,786 641 0.06% 0.03% 233 +13,808 98.78% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 27,248 628 0.0% 0.0% 235 -744 -2.66% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Added to 27,242 628 0.0% 0.0% 234 +142 0.52% Q1 2026 May 14, 2026
Amundi History Added to 26,736 617 0.0% 0.0% 236 +4,458 20.01% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 26,094 602 0.02% 237 +26,094 New Q1 2026 May 13, 2026
Blueshift Asset Management, LLC History Reduced 26,046 601 0.18% 0.57% 238 -72,062 -73.45% Q1 2026 May 14, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 25,808 595 0.01% 0.01% 239 -3,558 -12.12% Q1 2026 May 15, 2026
COMMERCE BANK History Reduced 25,393 586 0.0% 0.0% 240 -1,032 -3.91% Q1 2026 May 11, 2026
Jacobs Equity LLC History Reduced 25,100 579 0.52% 0.49% 241 -400 -1.57% Q1 2026 May 14, 2026
Alpine Global Management, LLC History Reduced 25,000 577 0.09% 0.12% 242 -1,817 -6.78% Q1 2026 May 15, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 24,759 571 0.4% 0.38% 243 -267 -1.07% Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 24,265 560 0.0% 0.0% 244 +94 0.39% Q1 2026 May 14, 2026
Choate Investment Advisors History No change 23,615 545 0.01% 0.01% 245 0 0.0% Q1 2026 May 13, 2026
Optimize Financial Inc History New 23,466 541 0.27% 246 +23,466 New Q1 2026 May 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 23,313 538 0.0% 247 +23,313 New Q1 2026 May 07, 2026
TRUIST FINANCIAL CORP History Added to 22,104 510 0.0% 0.0% 248 +11,347 105.48% Q1 2026 Apr 27, 2026
Merit Financial Group, LLC History Added to 22,032 508 0.0% 0.0% 249 +8,584 63.83% Q1 2026 Apr 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 21,980 502 0.0% 0.0% 250 -2,945 -11.82% Q1 2026 May 15, 2026
Quantitative Investment Management, LLC History New 21,330 492 0.05% 251 +21,330 New Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 21,189 489 0.0% 0.0% 252 +745 3.64% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 20,635 476 0.01% 0.01% 253 -752 -3.52% Q1 2026 Apr 23, 2026
Waldron Private Wealth LLC History Reduced 20,040 462 0.02% 0.02% 254 -3,750 -15.76% Q1 2026 Apr 10, 2026
Baird Financial Group, Inc. History Reduced 19,766 456 0.0% 0.0% 255 -15,067 -43.25% Q1 2026 May 14, 2026
CSS LLC/IL History Reduced 19,599 452 0.02% 0.03% 256 -10,176 -34.18% Q1 2026 May 15, 2026
Focus Partners Advisor Solutions, LLC History Added to 19,507 450 0.0% 0.0% 257 +7,337 60.29% Q1 2026 May 13, 2026
Sequoia Financial Advisors, LLC History Reduced 19,213 443 0.0% 0.0% 258 -649 -3.27% Q1 2026 Apr 30, 2026
RAFFLES ASSOCIATES LP History No change 19,194 442 0.38% 0.29% 259 0 0.0% Q1 2026 May 15, 2026
Watershed Asset Management, L.L.C. History New 18,824 434 0.45% 260 +18,824 New Q1 2026 May 06, 2026
Chicago Partners Investment Group LLC History New 15,403 432 0.01% 261 +15,403 New Q1 2026 May 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 18,278 421 0.0% 0.0% 262 +56 0.31% Q1 2026 May 15, 2026
VARCOV Co. History New 17,682 408 0.15% 263 +17,682 New Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 17,658 407 0.0% 0.0% 264 -2,878 -14.01% Q1 2026 May 04, 2026
BANK OF MONTREAL /CAN/ History New 17,303 399 0.0% 265 +17,303 New Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 17,240 397 0.0% 0.0% 266 -64 -0.37% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History No change 17,050 393 0.0% 0.0% 267 0 0.0% Q1 2026 May 13, 2026
Sagewood Asset Management LP History New 16,844 388 0.12% 268 +16,844 New Q1 2026 May 13, 2026
JTC Employer Solutions Trustee Ltd History No change 16,717 386 0.03% 0.02% 269 0 0.0% Q1 2026 May 19, 2026
Sound View Wealth Advisors Group, LLC History No change 16,686 385 0.03% 0.02% 270 0 0.0% Q1 2026 May 06, 2026
Atlantic Union Bankshares Corp History Added to 16,603 383 0.01% 0.0% 271 +4,216 34.04% Q1 2026 May 12, 2026
MACKENZIE FINANCIAL CORP History New 16,500 380 0.0% 272 +16,500 New Q1 2026 May 13, 2026
WHITTIER TRUST CO History No change 16,212 379 0.0% 0.0% 273 0 0.0% Q1 2026 Apr 28, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 16,366 377 0.02% 0.02% 274 +852 5.49% Q1 2026 Apr 16, 2026
Leonteq Securities AG History Reduced 16,094 371 0.01% 0.01% 275 -4,008 -19.94% Q1 2026 Apr 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 15,913 367 0.0% 0.0% 276 +2,906 22.34% Q1 2026 Apr 24, 2026
DAVENPORT & Co LLC History Reduced 15,756 363 0.0% 0.0% 278 -18,662 -54.22% Q1 2026 Apr 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,712 363 0.0% 0.0% 277 0 0.0% Q1 2026 May 14, 2026
WINTON GROUP Ltd History Reduced 15,700 362 0.01% 0.02% 279 -15,400 -49.52% Q1 2026 May 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 15,622 360 0.0% 0.0% 280 +288 1.88% Q1 2026 May 15, 2026
Hardy Reed LLC History No change 15,490 357 0.03% 0.02% 281 0 0.0% Q1 2026 Apr 28, 2026
GUGGENHEIM CAPITAL LLC History New 15,446 356 0.0% 282 +15,446 New Q1 2026 May 15, 2026
Pallas Capital Advisors LLC History New 15,198 350 0.01% 283 +15,198 New Q1 2026 Apr 21, 2026
FNY Investment Advisers, LLC History Reduced 15,120 348 0.15% 0.09% 284 -475 -3.05% Q1 2026 Apr 15, 2026
Meeder Advisory Services, Inc. History New 15,064 347 0.01% 285 +15,064 New Q1 2026 May 07, 2026
Trust Investment Advisors History No change 15,000 346 0.2% 0.16% 286 0 0.0% Q1 2026 Apr 24, 2026
VestGen Advisors, LLC History Added to 13,123 343 0.01% 0.01% 287 +3,073 30.58% Q1 2026 May 14, 2026
Stirlingshire Investments, Inc. History Added to 14,775 341 0.3% 0.26% 288 +272 1.88% Q1 2026 May 04, 2026
XPONANCE LLC History Added to 14,591 336 0.0% 0.0% 289 +4,300 41.78% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 14,441 333 0.01% 0.01% 290 +852 6.27% Q1 2026 Apr 27, 2026
Mill Creek Capital Advisors, LLC History No change 14,412 332 0.01% 0.01% 291 0 0.0% Q1 2026 May 14, 2026
MAI Capital Management History Added to 14,091 325 0.0% 0.0% 292 +7,292 107.25% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Reduced 14,004 323 0.01% 0.02% 293 -54,698 -79.62% Q1 2026 May 11, 2026
Gilman Hill Asset Management, LLC History Reduced 13,977 322 0.05% 0.05% 294 -1,250 -8.21% Q1 2026 Apr 08, 2026
Freestone Grove Partners LP History Reduced 13,843 319 0.0% 0.0% 296 -3,231 -18.92% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,838 319 0.0% 0.0% 295 -167 -1.19% Q1 2026 May 12, 2026
Kestra Advisory Services, LLC History Added to 13,350 308 0.0% 0.0% 297 +3,629 37.33% Q1 2026 Apr 30, 2026
M&T BANK CORP History New 13,214 304 0.0% 298 +13,214 New Q1 2026 May 12, 2026
LWM Advisory Services, LLC History New 13,111 302 0.32% 300 +13,111 New Q1 2026 Apr 28, 2026
Triad Investment Management History No change 13,104 302 0.36% 0.27% 299 0 0.0% Q1 2026 May 07, 2026
Allegiance Financial Group Advisory Services LLC History Added to 13,015 300 0.06% 0.05% 301 +2,086 19.09% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 12,919 298 0.0% 0.0% 302 -44 -0.34% Q1 2026 May 08, 2026
Swiss Life Asset Management Ltd History Reduced 12,398 286 0.0% 0.0% 303 -5,083 -29.08% Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 12,349 285 0.0% 0.0% 304 +45 0.37% Q1 2026 May 14, 2026
Clark Capital Management Group, Inc. History No change 12,275 283 0.0% 0.0% 305 0 0.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History New 12,138 280 0.0% 306 +12,138 New Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 12,100 279 0.0% 0.0% 307 +3,225 36.34% Q1 2026 May 07, 2026
XTX Topco Ltd History Reduced 12,030 277 0.0% 0.04% 308 -59,545 -83.19% Q1 2026 May 15, 2026
Straight Path Wealth Management History No change 12,003 277 0.07% 0.06% 309 0 0.0% Q1 2026 Apr 22, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 12,010 277 0.11% 0.09% 310 0 0.0% Q1 2026 Apr 24, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 11,913 274 0.01% 0.01% 311 +751 6.73% Q1 2026 Apr 28, 2026
JB Capital LLC History Added to 11,869 273 0.01% 0.01% 312 +158 1.35% Q1 2026 Apr 27, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 11,715 270 0.02% 0.02% 313 0 0.0% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 11,584 267 0.0% 0.0% 314 -3,745 -24.43% Q1 2026 May 13, 2026
Columbia Asset Management History Reduced 11,495 265 0.05% 0.05% 315 -1,500 -11.54% Q1 2026 Apr 20, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 11,000 253 0.01% 0.01% 316 0 0.0% Q1 2026 Apr 13, 2026
Moors & Cabot, Inc. History New 10,913 251 0.01% 317 +10,913 New Q1 2026 May 08, 2026
Unified Investment Management History Reduced 10,688 246 0.25% 0.22% 318 -394 -3.56% Q1 2026 Apr 29, 2026
Valeo Financial Advisors, LLC History Reduced 10,576 244 0.01% 0.01% 319 -4,614 -30.38% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Added to 10,445 244 0.0% 0.0% 320 +563 5.7% Q1 2026 Apr 07, 2026
CIBC Asset Management Inc History No change 10,492 242 0.0% 0.0% 321 0 0.0% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History New 10,306 237 0.0% 322 +10,306 New Q1 2026 May 08, 2026
Concurrent Investment Advisors, LLC History New 10,278 237 0.0% 324 +10,278 New Q1 2026 Apr 20, 2026
HB Wealth Management, LLC History New 10,269 237 0.0% 323 +10,269 New Q1 2026 Apr 27, 2026
Cresset Asset Management, LLC History Reduced 10,260 236 0.0% 0.0% 325 -42 -0.41% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 10,204 235 0.0% 0.0% 326 -30,803 -75.12% Q1 2026 May 15, 2026
DLK Investment Management, LLC History New 10,150 234 0.09% 329 +10,150 New Q1 2026 Apr 15, 2026
BFSG, LLC History Added to 10,170 234 0.02% 0.02% 327 +323 3.28% Q1 2026 Apr 28, 2026
Claret Asset Management Corp History Added to 10,144 234 0.03% 0.02% 328 +1 0.01% Q1 2026 May 11, 2026
Utah Retirement Systems History No change 10,033 231 0.0% 0.0% 330 0 0.0% Q1 2026 May 15, 2026
Concorde Asset Management, LLC History No change 11,557 231 0.09% 0.09% 331 0 0.0% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History New 9,814 226 0.0% 333 +9,814 New Q1 2026 May 05, 2026
New Vernon Capital Holdings II LLC History Added to 9,794 226 0.17% 0.09% 332 +30 0.31% Q1 2026 May 15, 2026
PFG Investments, LLC History New 9,599 221 0.01% 334 +9,599 New Q1 2026 Apr 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 9,353 215 0.03% 336 +9,353 New Q1 2026 May 05, 2026
AMALGAMATED BANK History Reduced 9,295 215 0.0% 0.0% 335 -2,584 -21.75% Q1 2026 May 08, 2026
Maryland State Retirement & Pension System History New 9,225 212 0.0% 338 +9,225 New Q1 2026 May 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 9,223 212 0.0% 337 +9,208 61386.67% Q1 2026 Apr 30, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 8,865 204 0.09% 0.64% 339 -69,332 -88.66% Q1 2026 May 15, 2026
&PARTNERS History New 8,882 204 0.0% 340 +8,882 New Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 8,782 202 0.0% 342 +8,782 New Q1 2026 Apr 24, 2026
PINNACLE ASSOCIATES LTD History New 8,762 202 0.0% 341 +8,762 New Q1 2026 Apr 21, 2026
Pathstone Holdings, LLC History New 8,707 200 0.0% 344 +8,707 New Q1 2026 May 11, 2026
Fort Henry Capital, LLC History New 8,673 200 0.12% 343 +8,673 New Q1 2026 Apr 20, 2026
Quent Capital, LLC History Reduced 8,199 189 0.01% 0.02% 345 -3,557 -30.26% Q1 2026 Apr 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,861 158 0.0% 0.0% 346 +3,422 99.51% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 6,600 152 0.0% 0.0% 347 +2,800 73.68% Q1 2026 May 11, 2026
KBC Group NV History No change 6,410 148 0.0% 0.0% 348 0 0.0% Q1 2026 May 07, 2026
Citadel Investment Advisory, Inc. History No change 7,396 148 0.07% 0.06% 349 0 0.0% Q1 2026 Apr 16, 2026
SIGNATUREFD, LLC History Added to 6,227 143 0.0% 0.0% 350 +1,365 28.07% Q1 2026 Apr 07, 2026
Deseret Mutual Benefit Administrators History Added to 6,159 142 0.05% 0.03% 351 +2,679 76.98% Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5,924 136 0.01% 352 +5,881 13676.74% Q1 2026 May 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 5,820 134 0.01% 0.0% 353 +5,430 1392.31% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 5,471 127 0.09% 0.07% 355 -890 -13.99% Q1 2026 May 05, 2026
Parallel Advisors, LLC History Added to 5,537 127 0.0% 0.0% 354 +156 2.9% Q1 2026 May 07, 2026
SageView Advisory Group, LLC History No change 6,238 124 0.0% 0.0% 356 0 0.0% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 5,352 123 0.01% 0.01% 357 +10 0.19% Q1 2026 Apr 23, 2026
Bleichroeder LP History No change 5,061 116 0.02% 0.02% 358 0 0.0% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 4,654 107 0.0% 0.0% 359 -149,424 -96.98% Q1 2026 Apr 16, 2026
Steward Partners Investment Advisory, LLC History Added to 4,604 106 0.0% 0.0% 360 +72 1.59% Q1 2026 May 08, 2026
STRS OHIO History Reduced 4,540 104 0.0% 0.0% 361 -7 -0.15% Q1 2026 Apr 24, 2026
Mirae Asset Global Investments Co., Ltd. History New 4,457 102 0.0% 362 +4,457 New Q1 2026 May 04, 2026
Park Place Capital Corp History New 4,430 102 0.02% 363 +4,430 New Q1 2026 Apr 09, 2026
PlanVest Financial, Inc History New 4,368 100 0.08% 364 +4,368 New Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Reduced 4,230 97 0.01% 0.01% 365 -4,085 -49.13% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 3,958 91 0.0% 0.0% 366 +1,947 96.82% Q1 2026 May 15, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 3,800 87 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 27, 2026
Dougherty Wealth Advisers LLC History No change 3,694 85 0.05% 0.04% 368 0 0.0% Q1 2026 Apr 21, 2026
Arax Advisory Partners History Added to 3,609 83 0.0% 0.0% 369 +978 37.17% Q1 2026 May 13, 2026
Murphy & Mullick Capital Management Corp History No change 3,251 75 0.06% 0.05% 370 0 0.0% Q1 2026 Apr 17, 2026
MetLife Investment Management, LLC History Added to 3,111 71 0.0% 0.0% 371 +4 0.13% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 3,522 70 0.0% 0.0% 372 0 0.0% Q4 2025 Feb 09, 2026
Itau Unibanco Holding S.A. History No change 2,625 60 0.0% 0.0% 373 0 0.0% Q1 2026 May 15, 2026
MCF Advisors LLC History No change 2,456 56 0.0% 0.0% 374 0 0.0% Q1 2026 May 11, 2026
Security National Bank History New 2,385 55 0.01% 376 +2,385 New Q1 2026 Apr 16, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,407 55 0.0% 0.0% 375 +95 4.11% Q1 2026 Apr 13, 2026
BESSEMER GROUP INC History No change 2,272 52 0.0% 0.0% 377 0 0.0% Q1 2026 May 06, 2026
MEEDER ASSET MANAGEMENT INC History New 2,216 51 0.0% 378 +2,216 New Q1 2026 May 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,130 50 0.0% 0.0% 379 0 0.0% Q1 2026 Apr 13, 2026
Innovative Asset Advisors Group, LLC History New 2,069 47 0.03% 380 +2,069 New Q1 2026 May 12, 2026
Versant Capital Management, Inc History Reduced 2,002 46 0.0% 0.01% 381 -109 -5.16% Q1 2026 Apr 06, 2026
GAMMA Investing LLC History Added to 1,959 45 0.0% 0.0% 382 +1,439 276.73% Q1 2026 Apr 06, 2026
CIBC Private Wealth Group LLC History No change 2,182 43 0.0% 0.0% 383 0 0.0% Q4 2025 Feb 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,870 43 0.0% 0.0% 384 0 0.0% Q1 2026 Apr 28, 2026
MATHER GROUP, LLC. History New 1,809 41 0.0% 385 +1,809 New Q1 2026 Apr 13, 2026
Tower Research Capital LLC (TRC) History Reduced 1,760 40 0.0% 0.0% 386 -226 -11.38% Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 1,674 39 0.01% 0.01% 387 +53 3.27% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History No change 1,588 37 0.0% 0.0% 388 0 0.0% Q1 2026 Apr 27, 2026
Altshuler Shaham Ltd History Added to 1,553 35 0.0% 0.0% 390 +417 36.71% Q1 2026 May 18, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,546 35 0.0% 0.0% 389 0 0.0% Q1 2026 May 11, 2026
CVA Family Office, LLC History New 1,500 34 0.0% 391 +1,500 New Q1 2026 Apr 29, 2026
Western Wealth Management, LLC History New 1,437 33 0.0% 392 +1,437 New Q1 2026 May 19, 2026
Root Financial Partners, LLC History Added to 1,390 32 0.0% 0.0% 393 +1,195 612.82% Q1 2026 Apr 24, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,374 31 0.0% 0.0% 394 +1,125 451.81% Q1 2026 May 12, 2026
First Command Advisory Services, Inc. History Added to 1,376 31 0.0% 0.0% 395 +65 4.96% Q1 2026 May 07, 2026
True Wealth Design, LLC History Added to 1,321 30 0.01% 0.0% 396 +706 114.8% Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History Added to 1,295 29 0.0% 0.0% 397 +794 158.48% Q1 2026 May 15, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,271 29 0.01% 0.01% 398 0 0.0% Q1 2026 May 01, 2026
Coston, McIsaac & Partners History Added to 1,239 28 0.01% 0.01% 399 +14 1.14% Q1 2026 Apr 22, 2026
Advisory Services Network, LLC History New 1,191 27 0.0% 400 +1,191 New Q1 2026 May 15, 2026
Kemnay Advisory Services Inc. History New 1,047 24 0.0% 401 +1,047 New Q1 2026 May 15, 2026
IFG Advisory, LLC History New 1,000 23 0.07% 404 +1,000 New Q1 2026 May 12, 2026
Golden State Wealth Management, LLC History Added to 1,015 23 0.0% 0.0% 403 +6 0.59% Q1 2026 Apr 28, 2026
Investors Research Corp History No change 1,008 23 0.0% 0.0% 402 0 0.0% Q1 2026 Apr 03, 2026
Geneos Wealth Management Inc. History No change 978 22 0.0% 0.0% 405 0 0.0% Q1 2026 May 04, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 914 21 0.0% 0.0% 406 +641 234.8% Q1 2026 May 08, 2026
Spire Wealth Management History Reduced 894 20 0.0% 0.0% 407 -1,209 -57.49% Q1 2026 Apr 22, 2026
ASSETMARK, INC History Added to 841 19 0.0% 0.0% 409 +748 804.3% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History Added to 853 19 0.0% 0.0% 408 +100 13.28% Q1 2026 Apr 30, 2026
Elequin Capital, LP History Added to 811 18 0.0% 0.0% 412 +628 343.17% Q1 2026 May 11, 2026
MONETARY MANAGEMENT GROUP INC History No change 790 18 0.0% 0.0% 410 0 0.0% Q1 2026 May 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 785 18 0.0% 0.0% 411 0 0.0% Q1 2026 May 11, 2026
Abound Wealth Management History No change 810 18 0.0% 0.0% 413 0 0.0% Q1 2026 Apr 10, 2026
Winthrop Capital Management, LLC History No change 760 18 0.0% 0.0% 414 0 0.0% Q1 2026 Apr 28, 2026
ENTRUST FINANCIAL LLC History No change 823 18 0.01% 0.01% 415 0 0.0% Q1 2026 May 12, 2026
Destiny Wealth Partners, LLC History New 705 16 0.0% 416 +705 New Q1 2026 May 11, 2026
Winch Advisory Services, LLC History Added to 671 15 0.0% 0.0% 418 +8 1.21% Q1 2026 Apr 30, 2026
FIRST UNITED BANK & TRUST History No change 678 15 0.0% 0.0% 417 0 0.0% Q1 2026 Apr 21, 2026
Sachetta, LLC History Added to 592 13 0.01% 0.0% 422 +225 61.31% Q1 2026 May 01, 2026
CoreCap Advisors, LLC History Added to 600 13 0.0% 0.0% 421 +1 0.17% Q1 2026 Apr 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 590 13 0.0% 0.0% 419 0 0.0% Q1 2026 Apr 23, 2026
Truvestments Capital LLC History No change 597 13 0.0% 0.0% 420 0 0.0% Q1 2026 May 13, 2026
SRH ADVISORS, LLC History Reduced 502 11 0.0% 0.0% 424 -318 -38.78% Q1 2026 Apr 29, 2026
NBC SECURITIES, INC. History Reduced 498 11 0.0% 0.0% 423 -100 -16.72% Q1 2026 Apr 14, 2026
Kozak & Associates, Inc. History Added to 469 11 0.0% 0.0% 425 +6 1.3% Q1 2026 Apr 14, 2026
Lodestone Wealth Management LLC History Added to 519 11 0.0% 0.0% 426 +5 0.97% Q1 2026 May 01, 2026
Advantage Trust Co History No change 500 11 0.0% 0.0% 427 0 0.0% Q1 2026 May 05, 2026
Tidemark, LLC History No change 503 11 0.0% 0.0% 428 0 0.0% Q1 2026 May 07, 2026
LRI Investments, LLC History No change 500 11 0.0% 0.0% 429 0 0.0% Q1 2026 Apr 30, 2026
CITY HOLDING CO History Reduced 400 9 0.0% 0.01% 430 -3,500 -89.74% Q1 2026 Apr 15, 2026
Tradewinds Capital Management, LLC History Added to 392 9 0.0% 0.0% 431 +5 1.29% Q1 2026 Apr 14, 2026
Global Retirement Partners, LLC History No change 496 9 0.0% 0.0% 432 0 0.0% Q4 2025 Feb 06, 2026
Dogwood Wealth Management LLC History No change 423 9 0.0% 0.0% 433 0 0.0% Q1 2026 May 12, 2026
Community Financial Services Group, LLC History New 381 8 0.0% 437 +381 New Q1 2026 Apr 08, 2026
Cedar Mountain Advisors, LLC History Added to 360 8 0.0% 0.0% 435 +100 38.46% Q1 2026 Apr 30, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 357 8 0.0% 0.0% 434 +61 20.61% Q1 2026 May 11, 2026
TSFG, LLC History No change 350 8 0.0% 0.0% 436 0 0.0% Q1 2026 Apr 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 325 7 0.0% 440 +318 4542.86% Q1 2026 May 13, 2026
Clearstead Trust, LLC History Reduced 323 7 0.0% 0.0% 441 -135 -29.48% Q1 2026 May 06, 2026
WPG Advisers, LLC History Added to 323 7 0.01% 0.0% 443 +70 27.67% Q1 2026 Apr 29, 2026
GHP Investment Advisors, Inc. History Added to 304 7 0.0% 0.0% 439 +4 1.33% Q1 2026 Apr 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 313 7 0.0% 0.0% 438 0 0.0% Q1 2026 Apr 17, 2026
Costello Asset Management, INC History No change 309 7 0.0% 0.0% 442 0 0.0% Q1 2026 Apr 30, 2026
Owl Creek Wealth Partners LLC History New 285 6 0.0% 454 +285 New Q1 2026 May 13, 2026
Activest Wealth Management History New 268 6 0.0% 452 +268 New Q1 2026 Apr 15, 2026
SJS Investment Consulting Inc. History Added to 282 6 0.0% 450 +265 1558.82% Q1 2026 Apr 23, 2026
Wealth Preservation Advisors, LLC History New 262 6 0.0% 453 +262 New Q1 2026 May 15, 2026
Blue Trust, Inc. History Added to 262 6 0.0% 0.0% 448 +192 274.29% Q1 2026 Apr 20, 2026
Plante Moran Financial Advisors, LLC History Reduced 300 6 0.0% 0.0% 444 -122 -28.91% Q1 2026 May 05, 2026
Pinnacle Bancorp, Inc. History Added to 290 6 0.0% 0.0% 445 +63 27.75% Q1 2026 Apr 22, 2026
Front Row Advisors LLC History No change 270 6 0.0% 0.0% 446 0 0.0% Q1 2026 May 19, 2026
Fortis Group Advisors, LLC History No change 267 6 0.0% 0.0% 447 0 0.0% Q1 2026 May 08, 2026
Private Wealth Asset Management, LLC History No change 295 6 0.0% 0.0% 449 0 0.0% Q1 2026 May 06, 2026
Comprehensive Financial Planning, Inc./PA History No change 270 6 0.0% 0.0% 451 0 0.0% Q1 2026 Apr 07, 2026
ELEVATION WEALTH PARTNERS, LLC History New 241 5 0.0% 462 +241 New Q1 2026 Apr 14, 2026
CENTRAL TRUST Co History New 225 5 0.0% 461 +225 New Q1 2026 Apr 17, 2026
Bogart Wealth, LLC History Added to 232 5 0.0% 0.0% 457 +21 9.95% Q1 2026 Apr 28, 2026
Larson Financial Group LLC History Reduced 225 5 0.0% 0.0% 458 -20 -8.16% Q1 2026 May 15, 2026
NBT BANK N A /NY History No change 250 5 0.0% 0.0% 455 0 0.0% Q1 2026 Apr 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 229 5 0.0% 0.0% 456 0 0.0% Q1 2026 Apr 23, 2026
Bank of New Hampshire History No change 250 5 0.0% 0.0% 459 0 0.0% Q1 2026 Apr 13, 2026
Medallion Wealth Advisors, LLC History No change 230 5 0.0% 0.0% 460 0 0.0% Q1 2026 Apr 24, 2026
Philadelphia Investment Partners, LLC History New 200 4 0.0% 473 +200 New Q1 2026 May 05, 2026
Wilmington Savings Fund Society, FSB History New 187 4 0.0% 472 +187 New Q1 2026 Apr 30, 2026
WealthCollab, LLC History Added to 175 4 0.0% 469 +143 446.88% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 203 4 0.0% 0.0% 463 +55 37.16% Q1 2026 Apr 20, 2026
Salomon & Ludwin, LLC History Reduced 196 4 0.0% 0.0% 465 -30 -13.27% Q1 2026 May 11, 2026
Community Bank, N.A. History No change 190 4 0.0% 0.0% 464 0 0.0% Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History No change 194 4 0.0% 0.0% 466 0 0.0% Q1 2026 May 13, 2026
MTM Investment Management, LLC History No change 200 4 0.0% 0.0% 467 0 0.0% Q1 2026 May 06, 2026
Red Tortoise LLC History No change 174 4 0.0% 0.0% 468 0 0.0% Q1 2026 Apr 21, 2026
Chung Wu Investment Group, LLC History No change 200 4 0.0% 0.0% 470 0 0.0% Q1 2026 May 12, 2026
Strive Financial Group ,LLC History No change 165 4 0.0% 0.0% 471 0 0.0% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Reduced 143 3 0.0% 0.0% 480 -1,867 -92.89% Q1 2026 May 12, 2026
Ares Financial Consulting, LLC History New 168 3 0.0% 481 +168 New Q1 2026 Apr 02, 2026
SHP Wealth Management History Added to 141 3 0.0% 478 +95 206.52% Q1 2026 May 08, 2026
Vermillion Wealth Management, Inc. History Added to 136 3 0.0% 0.0% 476 +25 22.52% Q1 2026 Apr 17, 2026
West Financial Advisors, LLC History Added to 154 3 0.0% 0.0% 479 +2 1.32% Q1 2026 Apr 08, 2026
Archer Investment Corp History Added to 159 3 0.0% 0.0% 477 +1 0.63% Q1 2026 May 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 167 3 0.0% 0.0% 474 0 0.0% Q1 2026 Apr 28, 2026
Capital Advisors, Ltd. LLC History No change 135 3 0.0% 0.0% 475 0 0.0% Q1 2026 Apr 16, 2026
Rachor Investment Advisory Services, LLC History New 126 2 0.0% 508 +126 New Q1 2026 May 07, 2026
Bayforest Capital Ltd History New 115 2 0.0% 509 +115 New Q1 2026 Apr 15, 2026
CX Institutional History Reduced 75 2 0.0% 0.0% 489 -106 -58.56% Q1 2026 Apr 06, 2026
Signature Resources Capital Management, LLC History New 103 2 0.0% 507 +103 New Q1 2026 May 01, 2026
Cornerstone Planning Group LLC History New 100 2 0.0% 506 +100 New Q1 2026 May 06, 2026
NATIONAL BANK OF CANADA /FI/ History New 98 2 0.0% 505 +98 New Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History New 91 2 0.0% 487 +91 New Q1 2026 May 06, 2026
Rialto Wealth Management, LLC History Added to 112 2 0.0% 0.0% 502 +12 12.0% Q1 2026 May 14, 2026
Capital Analysts, LLC History Added to 103 2 0.0% 0.0% 488 +2 1.98% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History No change 100 2 0.0% 0.0% 482 0 0.0% Q1 2026 May 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 116 2 0.0% 0.0% 483 0 0.0% Q1 2026 Apr 13, 2026
ST GERMAIN D J CO INC History No change 100 2 0.0% 0.0% 484 0 0.0% Q1 2026 Apr 13, 2026
TRUST CO OF VERMONT History No change 122 2 0.0% 0.0% 485 0 0.0% Q4 2025 Jan 16, 2026
Kimelman & Baird, LLC History No change 110 2 0.0% 0.0% 486 0 0.0% Q1 2026 May 13, 2026
Princeton Global Asset Management LLC History No change 108 2 0.0% 0.0% 490 0 0.0% Q1 2026 Apr 22, 2026
Center for Financial Planning, Inc. History No change 88 2 0.0% 0.0% 491 0 0.0% Q1 2026 May 04, 2026
Bell Investment Advisors, Inc History No change 126 2 0.0% 0.0% 492 0 0.0% Q1 2026 Apr 17, 2026
City State Bank History No change 100 2 0.0% 0.0% 493 0 0.0% Q1 2026 Apr 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 128 2 0.0% 0.0% 494 0 0.0% Q1 2026 May 01, 2026
New England Capital Financial Advisors LLC History No change 110 2 0.0% 0.0% 495 0 0.0% Q1 2026 Apr 27, 2026
Nemes Rush Group LLC History No change 100 2 0.0% 0.0% 496 0 0.0% Q1 2026 Apr 21, 2026
Cherry Tree Wealth Management, LLC History No change 92 2 0.0% 0.0% 497 0 0.0% Q1 2026 May 05, 2026
CGC Financial Services, LLC History No change 100 2 0.0% 0.0% 498 0 0.0% Q1 2026 Apr 13, 2026
Valued Wealth Advisors LLC History No change 117 2 0.0% 0.0% 499 0 0.0% Q1 2026 Apr 30, 2026
Clayton Financial Group LLC History No change 100 2 0.0% 0.0% 500 0 0.0% Q1 2026 Apr 13, 2026
Millstone Evans Group, LLC History No change 111 2 0.0% 0.0% 501 0 0.0% Q1 2026 Apr 30, 2026
Vision Retirement, LLC History No change 100 2 0.0% 0.0% 503 0 0.0% Q1 2026 May 07, 2026
Caldwell Trust Co History No change 100 2 0.0% 0.0% 504 0 0.0% Q1 2026 Apr 22, 2026
Keating Financial Advisory Services, Inc. History Added to 76 1 0.0% 523 +66 660.0% Q1 2026 May 15, 2026
Ascentis Independent Advisors History New 57 1 0.0% 525 +57 New Q1 2026 Apr 28, 2026
Fortitude Family Office, LLC History New 54 1 0.0% 526 +54 New Q1 2026 Apr 15, 2026
First Pacific Financial History New 50 1 0.0% 524 +50 New Q1 2026 Apr 23, 2026
Physician Wealth Advisors, Inc. History Added to 73 1 0.0% 515 +39 114.71% Q1 2026 Apr 24, 2026
Bruce G. Allen Investments, LLC History Reduced 52 1 0.0% 0.0% 518 -17 -24.64% Q1 2026 May 08, 2026
Basepoint Wealth LLC History Added to 53 1 0.0% 0.0% 522 +1 1.92% Q1 2026 May 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 65 1 0.0% 0.0% 510 0 0.0% Q1 2026 May 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 84 1 0.0% 0.0% 511 0 0.0% Q1 2026 Apr 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 80 1 0.0% 0.0% 512 0 0.0% Q1 2026 May 11, 2026
Westside Investment Management, Inc. History No change 50 1 0.0% 0.0% 513 0 0.0% Q1 2026 May 04, 2026
FINANCIAL CONSULATE, INC History No change 76 1 0.0% 0.0% 514 0 0.0% Q1 2026 Apr 21, 2026
Key FInancial Inc History No change 56 1 0.0% 0.0% 516 0 0.0% Q1 2026 Apr 24, 2026
Glass Jacobson Investment Advisors llc History No change 60 1 0.0% 0.0% 517 0 0.0% Q1 2026 Apr 23, 2026
Motiv8 Investments LLC History No change 39 1 0.0% 0.0% 519 0 0.0% Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History No change 44 1 0.0% 520 0 0.0% Q1 2026 May 15, 2026
Crews Bank & Trust History No change 50 1 0.0% 0.0% 521 0 0.0% Q1 2026 May 13, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.09% -1,727,827 -100.0% Q1 2026 May 06, 2026
J. Goldman & Co LP History Closed out 0 0 0.37% -710,364 -100.0% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Closed out 0 0 0.07% -620,000 -100.0% Q1 2026 Apr 28, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.02% -405,805 -100.0% Q1 2026 May 14, 2026
MAPLELANE CAPITAL, LLC History Closed out 0 0 0.29% -400,000 -100.0% Q1 2026 May 14, 2026
Weiss Asset Management LP History Closed out 0 0 0.07% -236,149 -100.0% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -153,000 -100.0% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -105,231 -100.0% Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -84,210 -100.0% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Closed out 0 0 0.0% -81,636 -100.0% Q1 2026 May 05, 2026
EQUITEC PROPRIETARY MARKETS, LLC History Closed out 0 0 0.86% -75,020 -100.0% Q1 2026 May 11, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.22% -70,074 -100.0% Q1 2026 May 12, 2026
Doma Perpetual Capital Management LLC History Closed out 0 0 0.36% -63,712 -100.0% Q1 2026 May 15, 2026
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.02% -42,753 -100.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Closed out 0 0 0.15% -38,100 -100.0% Q1 2026 May 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -37,557 -100.0% Q1 2026 May 13, 2026
Deuterium Capital Management, LLC History Closed out 0 0 0.85% -29,312 -100.0% Q1 2026 May 13, 2026
Keebeck Wealth Management History Closed out 0 0 0.06% -28,000 -100.0% Q1 2026 May 14, 2026
Limestone Investment Advisors LP History Closed out 0 0 0.05% -27,298 -100.0% Q1 2026 May 15, 2026
Vestcor Inc History Closed out 0 0 0.01% -25,673 -100.0% Q1 2026 May 12, 2026
Arkadios Wealth Advisors History Closed out 0 0 0.01% -24,755 -100.0% Q1 2026 May 18, 2026
Capital CS Group, LLC History Closed out 0 0 0.73% -23,802 -100.0% Q1 2026 May 13, 2026
Ionic Capital Management LLC History Closed out 0 0 0.06% -22,500 -100.0% Q1 2026 May 15, 2026
Lipe & Dalton History Closed out 0 0 0.19% -19,525 -100.0% Q1 2026 Apr 29, 2026
Atom Investors LP History Closed out 0 0 0.03% -19,173 -100.0% Q1 2026 May 15, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Closed out 0 0 0.05% -17,454 -100.0% Q1 2026 May 14, 2026
Quadrant Private Wealth Management, LLC History Closed out 0 0 0.06% -17,110 -100.0% Q1 2026 May 06, 2026
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.08% -14,658 -100.0% Q1 2026 May 01, 2026
Belvedere Trading LLC History Closed out 0 0 0.0% -14,257 -100.0% Q1 2026 May 12, 2026
Crawford Fund Management, LLC History Closed out 0 0 0.04% -14,000 -100.0% Q1 2026 May 15, 2026
Canandaigua National Trust Co of Florida History Closed out 0 0 0.16% -12,967 -100.0% Q1 2026 Apr 08, 2026
Sage Investment Counsel LLC History Closed out 0 0 0.24% -11,142 -100.0% Q1 2026 Apr 24, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.02% -10,926 -100.0% Q1 2026 May 12, 2026
Clear Harbor Asset Management, LLC History Closed out 0 0 0.01% -10,540 -100.0% Q1 2026 May 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -10,444 -100.0% Q1 2026 May 13, 2026
M Holdings Securities, Inc. History Closed out 0 0 0.01% -10,375 -100.0% Q1 2026 May 12, 2026
N.E.W. Advisory Services LLC History Reduced 28 0 0.01% -7,624 -99.63% Q1 2026 May 04, 2026
Marathon Trading Investment Management LLC History Closed out 0 0 0.0% -7,294 -100.0% Q1 2026 May 14, 2026
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -3,600 -100.0% Q1 2026 May 08, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.07% -3,480 -100.0% Q1 2026 Apr 16, 2026
PeakShares LLC History Closed out 0 0 0.04% -2,319 -100.0% Q1 2026 May 05, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -2,000 -100.0% Q1 2026 May 15, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -1,976 -100.0% Q1 2026 May 15, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -1,227 -100.0% Q1 2026 May 07, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -1,138 -100.0% Q1 2026 May 15, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -700 -100.0% Q1 2026 May 12, 2026
Align Financial, LLC History Reduced 35 0 0.0% -665 -95.0% Q1 2026 May 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -634 -100.0% Q1 2026 Apr 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -420 -100.0% Q1 2026 May 14, 2026
MOTCO History Closed out 0 0 0.0% -383 -100.0% Q1 2026 Apr 22, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.0% -260 -100.0% Q1 2026 May 11, 2026
Quarry LP History Closed out 0 0 0.0% -242 -100.0% Q1 2026 May 15, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -230 -100.0% Q1 2026 May 12, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -140 -100.0% Q1 2026 May 15, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -56 -100.0% Q1 2026 Apr 23, 2026
LGT Financial Advisors LLC History Closed out 0 0 -47 -100.0% Q1 2026 Apr 28, 2026
Kilter Group LLC History New 41 0 +41 New Q1 2026 May 14, 2026
UMB Bank, n.a. History New 40 0 +40 New Q1 2026 May 11, 2026
William B. Walkup & Associates, Inc. History New 38 0 +38 New Q1 2026 Apr 20, 2026
Mountain Hill Investment Partners Corp. History New 31 0 +31 New Q1 2026 May 01, 2026
SALEM INVESTMENT COUNSELORS INC History New 30 0 +30 New Q1 2026 Apr 29, 2026
MidAtlantic Capital Management, Inc. History Closed out 0 0 -30 -100.0% Q1 2026 May 07, 2026
HIGHLINE WEALTH PARTNERS LLC History New 26 0 +26 New Q1 2026 Apr 06, 2026
Concord Wealth Partners History Closed out 0 0 -26 -100.0% Q1 2026 May 01, 2026
Pacific Center for Financial Services History New 25 0 +25 New Q1 2026 May 12, 2026
SouthState Bank Corp History Reduced 27 0 0.0% -23 -46.0% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History Added to 37 0 +23 164.29% Q1 2026 May 15, 2026
Silicon Valley Capital Partners History New 23 0 +23 New Q1 2026 May 19, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -21 -100.0% Q1 2026 May 12, 2026
GILL CAPITAL PARTNERS, LLC History New 20 0 +20 New Q1 2026 Apr 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -20 -100.0% Q1 2026 Apr 27, 2026
Leo H. Evart, Inc. History New 19 0 +19 New Q1 2026 May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 12 0 +12 New Q1 2026 May 08, 2026
Cromwell Holdings LLC History Added to 31 0 +11 55.0% Q1 2026 Apr 30, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 01, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 13 0 +7 116.67% Q1 2026 Apr 30, 2026
Whipplewood Advisors, LLC History New 7 0 +7 New Q1 2026 Apr 30, 2026
HFM Investment Advisors, LLC History New 7 0 +7 New Q1 2026 May 01, 2026
Creative Capital Management Investments LLC History New 5 0 +5 New Q1 2026 Apr 21, 2026
Garner Asset Management Corp History Closed out 0 0 -5 -100.0% Q1 2026 Apr 28, 2026
DV Trading LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 15, 2026
Bay Harbor Wealth Management, LLC History New 3 0 +3 New Q1 2026 Apr 14, 2026
CURIO WEALTH, LLC History New 3 0 +3 New Q1 2026 May 11, 2026
JPL Wealth Management, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
Transamerica Financial Advisors, LLC History Added to 12 0 +1 9.09% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History New 1 0 +1 New Q1 2026 May 13, 2026
Triumph Capital Management History New 1 0 +1 New Q1 2026 May 13, 2026
Strategic Advocates LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 15, 2026
DUNCKER STREETT & CO INC History No change 8 0 0 0.0% Q1 2026 Apr 29, 2026
COUNTRY TRUST BANK History No change 40 0 0 0.0% Q1 2026 Apr 10, 2026
AdvisorNet Financial, Inc History No change 5 0 0 0.0% Q1 2026 Apr 17, 2026
Minot DeBlois Advisors LLC History No change 6 0 0 0.0% Q1 2026 May 08, 2026
Trust Co History No change 10 0 0 0.0% Q1 2026 Apr 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 20 0 0 0.0% Q1 2026 Apr 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 30 0 0 0.0% Q1 2026 May 01, 2026
TFC Financial Management, Inc. History No change 23 0 0 0.0% Q1 2026 Apr 23, 2026
SITTNER & NELSON, LLC History No change 25 0 0 0.0% Q1 2026 May 11, 2026
SOA Wealth Advisors, LLC. History No change 13 0 0 0.0% Q1 2026 May 20, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2 0 0 0.0% Q1 2026 May 13, 2026
Dunhill Financial, LLC History No change 4 0 0 0.0% Q1 2026 May 06, 2026
ORG Partners LLC History No change 8 0 0 0.0% Q4 2025 Jan 14, 2026
Central Pacific Bank - Trust Division History No change 1 0 0 0.0% Q1 2026 Apr 07, 2026
YANKCOM Partnership History No change 15 0 0 0.0% Q1 2026 Apr 20, 2026
Graney & King, LLC History No change 2 0 0 0.0% Q1 2026 May 18, 2026
Hughes Financial Services, LLC History No change 5 0 0 0.0% Q1 2026 Apr 29, 2026
AMERIFLEX GROUP, INC. History No change 4 0 0 0.0% Q1 2026 May 15, 2026
Boreal Capital Management LLC History No change 20 0 0 0.0% Q1 2026 May 14, 2026
Clark Wealth Partners History No change 7 0 0 0.0% Q1 2026 May 11, 2026
Bravera Wealth History No change 18 0 0 0.0% Q1 2026 Apr 22, 2026