SITE Centers Corp. - SITC

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
VANGUARD GROUP INC History No change 5,006,864 32,144 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 5,007,495 27,040 0.0% 0.0% 2 +641,764 14.7% Q1 2026 May 13, 2026
RUSH ISLAND MANAGEMENT, LP History Added to 4,445,666 24,006 1.61% 1.6% 3 +456,032 11.43% Q1 2026 May 15, 2026
FMR LLC History Added to 2,902,667 15,674 0.0% 0.0% 4 +7,478 0.26% Q1 2026 May 15, 2026
Gumshoe Capital Management LLC History Added to 2,672,797 14,433 11.72% 13.49% 5 +448,780 20.18% Q1 2026 May 15, 2026
Irenic Capital Management LP History No change 2,605,378 14,069 0.92% 1.12% 6 0 0.0% Q1 2026 May 18, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,502,985 13,516 0.0% 7 +2,502,985 New Q1 2026 May 08, 2026
SG Americas Securities, LLC History Added to 2,262,491 12,217 0.01% 0.01% 8 +1,442,755 176.0% Q1 2026 Apr 16, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,193,943 11,847 0.0% 9 +2,193,943 New Q1 2026 May 15, 2026
Weiss Asset Management LP History Reduced 2,052,215 11,081 0.19% 0.22% 10 -354,106 -14.72% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,941,707 10,485 0.0% 0.01% 11 +226,844 13.23% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 1,881,122 10,158 0.0% 0.0% 12 -114,584 -5.74% Q1 2026 Apr 30, 2026
Jefferies Financial Group Inc. History No change 1,819,088 9,823 0.07% 0.06% 13 0 0.0% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,660,669 8,967 0.01% 0.01% 14 +504,232 43.6% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,492,391 8,058 0.0% 0.0% 15 -92,285 -5.82% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,447,708 7,817 0.01% 0.0% 16 +962,356 198.28% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 1,443,711 7,796 0.01% 0.0% 17 +1,072,695 289.12% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,367,831 7,388 0.0% 0.0% 18 -113,299 -7.65% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,336,401 7,216 0.0% 0.0% 19 +39,663 3.06% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 1,171,207 6,324 0.03% 0.03% 20 -158,259 -11.9% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 927,335 5,007 0.0% 0.0% 21 +168,614 22.22% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 912,060 4,925 0.01% 0.0% 22 +511,180 127.51% Q1 2026 May 13, 2026
Kore Advisors LP History New 797,109 4,304 4.64% 23 +797,109 New Q1 2026 May 13, 2026
Man Group plc History Reduced 672,102 3,629 0.01% 0.01% 24 -16,841 -2.44% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 666,123 3,597 0.0% 0.0% 25 -635,363 -48.82% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Added to 635,301 3,431 0.01% 0.0% 26 +635,100 315970.15% Q1 2026 May 06, 2026
Point72 Asset Management, L.P. History Added to 498,272 2,690 0.0% 0.0% 27 +201,184 67.72% Q1 2026 May 15, 2026
UBS Group AG History Added to 492,886 2,661 0.0% 0.0% 28 +153,430 45.2% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Reduced 454,826 2,456 0.0% 0.0% 29 -154,718 -25.38% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 413,386 2,232 0.0% 0.0% 30 +5,942 1.46% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 394,005 2,127 0.0% 0.0% 31 +78,793 25.0% Q1 2026 May 15, 2026
DGS Capital Management, LLC History Added to 390,310 2,107 0.35% 0.02% 32 +367,988 1648.54% Q1 2026 Apr 28, 2026
GOLDMAN SACHS GROUP INC History Reduced 387,880 2,094 0.0% 0.0% 33 -18,324 -4.51% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 346,493 1,871 0.02% 0.02% 34 +141,641 69.14% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 319,585 1,725 0.0% 35 +319,585 New Q1 2026 May 08, 2026
JENNISON ASSOCIATES LLC History Reduced 286,980 1,549 0.0% 0.0% 36 -6,552 -2.23% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Added to 277,126 1,496 0.0% 0.0% 37 +45,084 19.43% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 273,033 1,474 0.09% 0.04% 38 +203,671 293.63% Q1 2026 May 08, 2026
Robeco Institutional Asset Management B.V. History No change 265,634 1,434 0.0% 0.0% 39 0 0.0% Q1 2026 Apr 21, 2026
AMERIPRISE FINANCIAL INC History Reduced 260,834 1,408 0.0% 0.0% 40 -63,850 -19.67% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 248,854 1,343 0.0% 0.0% 41 +99,934 67.11% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 232,403 1,254 0.0% 0.0% 42 +7,713 3.43% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 187,197 1,010 0.0% 0.0% 43 -12,575 -6.29% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History New 178,327 962 0.0% 44 +178,327 New Q1 2026 May 13, 2026
Invesco Ltd. History Added to 159,065 858 0.0% 0.0% 45 +14,266 9.85% Q1 2026 May 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 152,919 825 0.0% 0.0% 46 +44,115 40.55% Q1 2026 May 15, 2026
Callan Family Office, LLC History New 152,156 821 0.02% 47 +152,156 New Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 136,941 739 0.0% 0.0% 48 +136,739 67692.57% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Reduced 130,904 693 0.0% 0.0% 49 -177,760 -57.59% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 114,472 618 0.0% 0.0% 50 +19,054 19.97% Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 111,947 605 0.0% 0.0% 51 +11,527 11.48% Q1 2026 May 15, 2026
Freestone Capital Holdings, LLC History New 100,026 540 0.02% 52 +100,026 New Q1 2026 May 13, 2026
COHEN & STEERS, INC. History Reduced 84,315 455 0.0% 0.03% 53 -2,594,190 -96.85% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 83,597 451 0.0% 0.0% 54 +15,427 22.63% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 80,500 434 0.0% 0.0% 55 -1,300 -1.59% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 71,616 386 0.0% 0.0% 56 -1,185,803 -94.3% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 69,629 375 0.0% 0.0% 57 -2,585 -3.58% Q1 2026 May 12, 2026
Asset Management One Co., Ltd. History No change 68,825 371 0.0% 0.0% 58 0 0.0% Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 66,070 356 0.0% 0.0% 59 -71,210 -51.87% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 65,549 353 0.0% 0.0% 60 +4,890 8.06% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 64,710 349 0.0% 0.0% 61 -53 -0.08% Q1 2026 Apr 30, 2026
IEQ CAPITAL, LLC History Reduced 62,640 338 0.0% 0.0% 62 -36,567 -36.86% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Reduced 62,425 337 0.0% 0.01% 63 -438,919 -87.55% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History Reduced 57,555 310 0.01% 0.02% 64 -95,228 -62.33% Q1 2026 May 14, 2026
Factorial Partners, LLC History Reduced 57,000 307 0.22% 0.36% 65 -29,000 -33.72% Q1 2026 May 13, 2026
Aster Capital Management (DIFC) Ltd History Reduced 23,420 300 0.1% 0.22% 66 -54,841 -70.07% Q1 2026 May 13, 2026
Susquehanna Portfolio Strategies, LLC History New 51,732 279 0.0% 67 +51,732 New Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 50,343 271 0.0% 0.0% 68 -103,756 -67.33% Q1 2026 May 11, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 50,727 268 0.05% 0.06% 69 -7,511 -12.9% Q1 2026 May 12, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 48,269 260 0.01% 0.01% 70 -650 -1.33% Q1 2026 May 13, 2026
AlphaQuest LLC History No change 37,838 242 0.01% 0.01% 71 0 0.0% Q4 2025 Feb 09, 2026
JMN Financial LLC History New 44,413 239 0.23% 72 +44,413 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 36,364 233 0.0% 0.0% 73 +13 0.04% Q1 2026 May 15, 2026
MACQUARIE GROUP LTD History No change 41,743 225 0.0% 0.0% 74 0 0.0% Q1 2026 May 15, 2026
Mariner, LLC History Added to 41,423 223 0.0% 0.0% 75 +582 1.43% Q1 2026 May 13, 2026
WINTON GROUP Ltd History New 41,182 222 0.01% 76 +41,182 New Q1 2026 May 12, 2026
CWM, LLC History Added to 39,497 213 0.0% 0.0% 77 +6,344 19.14% Q1 2026 May 14, 2026
Entropy Technologies, LP History Reduced 39,435 212 0.01% 0.02% 78 -11,487 -22.56% Q1 2026 May 14, 2026
Creative Planning History Reduced 38,614 208 0.0% 0.0% 79 -14,892 -27.83% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History New 36,238 195 0.0% 80 +36,238 New Q1 2026 May 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 35,715 192 0.0% 0.0% 81 0 0.0% Q1 2026 May 12, 2026
Ethic Inc. History New 35,247 190 0.0% 82 +35,247 New Q1 2026 Apr 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 34,698 187 0.0% 0.0% 83 +5,079 17.15% Q1 2026 May 15, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 31,269 168 0.0% 0.0% 84 0 0.0% Q1 2026 Apr 30, 2026
TWO SIGMA ADVISERS, LP History No change 23,003 147 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History No change 27,114 145 0.0% 0.0% 86 0 0.0% Q1 2026 Apr 20, 2026
Cerity Partners LLC History Reduced 26,701 144 0.0% 0.0% 87 -15,980 -37.44% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 26,000 140 0.0% 88 +25,900 25900.0% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 25,900 139 0.0% 0.0% 89 0 0.0% Q1 2026 Apr 29, 2026
SEI INVESTMENTS CO History Added to 24,872 134 0.0% 0.0% 90 +789 3.28% Q1 2026 May 13, 2026
Sagewood Asset Management LP History Added to 24,476 132 0.04% 0.04% 91 +6,246 34.26% Q1 2026 May 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 24,346 131 0.0% 0.01% 92 -150,089 -86.04% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,882 128 0.0% 0.0% 93 +578 2.48% Q1 2026 May 15, 2026
Resona Asset Management Co.,Ltd. History Reduced 23,724 125 0.0% 0.0% 94 -100 -0.42% Q1 2026 Apr 29, 2026
Vanguard Global Advisers, LLC History New 21,669 117 0.0% 95 +21,669 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Reduced 21,196 114 0.0% 0.0% 96 -8,560 -28.77% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 21,014 113 0.0% 0.0% 97 +2,355 12.62% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 20,307 109 0.0% 0.0% 98 -4,319 -17.54% Q1 2026 Apr 08, 2026
Legal & General Group Plc History Added to 20,178 108 0.0% 0.0% 99 +3,140 18.43% Q1 2026 May 08, 2026
Daiwa Securities Group Inc. History Added to 19,969 107 0.0% 0.0% 100 +931 4.89% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 19,418 104 0.0% 0.0% 101 -41,107 -67.92% Q1 2026 May 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 19,207 103 0.0% 0.0% 102 0 0.0% Q1 2026 May 08, 2026
Schonfeld Strategic Advisors LLC History Added to 18,387 99 0.0% 0.0% 103 +4,072 28.45% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History New 17,553 94 0.0% 104 +17,553 New Q1 2026 May 14, 2026
Verdad Advisers, LP History New 17,387 93 0.1% 105 +17,387 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,461 88 0.0% 0.0% 106 +1,903 13.07% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,927 86 0.0% 0.0% 107 0 0.0% Q1 2026 May 06, 2026
DEUTSCHE BANK AG\ History Reduced 15,690 84 0.0% 0.0% 108 -33,505 -68.11% Q1 2026 May 06, 2026
Black Maple Capital Management LP History Reduced 15,000 81 0.05% 0.11% 110 -9,000 -37.5% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 15,161 81 0.0% 0.0% 109 +728 5.04% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 14,885 80 0.0% 0.0% 111 -63,256 -80.95% Q1 2026 May 14, 2026
Allianz Asset Management GmbH History New 14,940 80 0.0% 113 +14,940 New Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History New 14,864 80 0.0% 112 +14,864 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History New 14,859 80 0.0% 114 +14,859 New Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 14,371 77 0.0% 0.0% 115 -2,888 -16.73% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 14,400 77 0.0% 0.0% 116 0 0.0% Q1 2026 May 15, 2026
Rangeley Capital, LLC History No change 14,000 75 0.07% 0.07% 117 0 0.0% Q1 2026 May 15, 2026
Catalyst Funds Management Pty Ltd History No change 13,900 75 0.01% 0.02% 118 0 0.0% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 13,790 74 0.0% 0.0% 119 -107,787 -88.66% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,848 74 0.0% 0.0% 120 0 0.0% Q1 2026 Apr 29, 2026
SIMPLEX TRADING, LLC History Added to 13,595 73 0.0% 121 +13,495 13495.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,089 70 0.0% 0.0% 122 -15,775 -54.65% Q1 2026 May 08, 2026
Metis Global Partners, LLC History No change 12,414 67 0.0% 0.0% 123 0 0.0% Q1 2026 May 07, 2026
XTX Topco Ltd History Reduced 10,504 56 0.0% 0.01% 125 -36,765 -77.78% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 10,435 56 0.0% 0.0% 124 0 0.0% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 10,276 55 0.0% 126 +10,276 New Q1 2026 May 14, 2026
STRS OHIO History No change 8,875 47 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 24, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,614 46 0.0% 0.0% 128 +1,626 23.27% Q1 2026 May 08, 2026
Parallel Advisors, LLC History Added to 8,242 44 0.0% 0.0% 129 +8,016 3546.9% Q1 2026 May 07, 2026
Pensionfund PDN History No change 7,500 41 0.02% 0.03% 130 0 0.0% Q1 2026 Apr 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 6,870 37 0.0% 0.0% 131 +6,350 1221.15% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 6,256 33 0.0% 0.0% 132 +5,463 688.9% Q1 2026 Apr 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,970 32 0.0% 0.0% 133 0 0.0% Q1 2026 May 14, 2026
WealthCollab, LLC History Added to 5,296 28 0.01% 0.0% 134 +4,792 950.79% Q1 2026 May 13, 2026
Pensionfund Sabic History No change 5,000 27 0.03% 0.01% 135 0 0.0% Q1 2026 Apr 01, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,960 26 0.0% 0.0% 136 +316 6.8% Q1 2026 Apr 30, 2026
Ameritas Investment Partners, Inc. History No change 4,653 25 0.0% 0.0% 137 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 3,343 18 0.0% 0.0% 138 -4,718 -58.53% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 2,692 14 0.0% 0.0% 140 -613 -18.55% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,718 14 0.0% 0.0% 139 -371 -12.01% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 1,942 10 0.0% 0.0% 141 +640 49.16% Q1 2026 May 14, 2026
MAI Capital Management History Added to 1,827 9 0.0% 0.0% 142 +1,596 690.91% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 1,528 8 0.0% 0.0% 144 -82,431 -98.18% Q1 2026 Apr 14, 2026
Sterling Capital Management LLC History Reduced 1,662 8 0.0% 0.0% 143 -1,385 -45.45% Q1 2026 Apr 22, 2026
Arax Advisory Partners History New 979 5 0.0% 147 +979 New Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 1,093 5 0.0% 0.0% 145 +748 216.81% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 957 5 0.0% 0.0% 146 -529 -35.6% Q1 2026 Apr 07, 2026
ASSETMARK, INC History Reduced 775 4 0.0% 0.0% 150 -202,196 -99.62% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 885 4 0.0% 148 +843 2007.14% Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 754 4 0.0% 151 +754 New Q1 2026 Apr 24, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 687 4 0.0% 0.0% 149 +219 46.79% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 730 3 0.0% 0.0% 153 +2 0.27% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 566 3 0.0% 0.0% 152 0 0.0% Q1 2026 May 14, 2026
DV EQUITIES, LLC History No change 504 3 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History New 438 2 0.0% 156 +438 New Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 402 2 0.0% 0.0% 155 -35 -8.01% Q1 2026 Apr 13, 2026
Covestor Ltd History Reduced 114 1 0.0% 0.05% 164 -13,973 -99.19% Q1 2026 May 05, 2026
ROYAL BANK OF CANADA History Reduced 299 1 0.0% 0.0% 158 -7,907 -96.36% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 212 1 0.0% 0.0% 161 -1,210 -85.09% Q1 2026 May 13, 2026
Ancora Advisors LLC History Added to 356 1 0.0% 159 +336 1680.0% Q1 2026 May 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 321 1 0.0% 168 +321 New Q1 2026 May 08, 2026
True Wealth Design, LLC History Reduced 205 1 0.0% 0.0% 165 -192 -48.36% Q1 2026 Apr 13, 2026
Essential Partners LLC History Reduced 212 1 0.0% 0.0% 167 -133 -38.55% Q1 2026 May 21, 2026
SJS Investment Consulting Inc. History Added to 208 1 0.0% 163 +77 58.78% Q1 2026 Apr 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 202 1 0.0% 160 +63 45.32% Q1 2026 Apr 27, 2026
GAMMA Investing LLC History Reduced 313 1 0.0% 0.0% 166 -62 -16.53% Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 210 1 0.0% 0.0% 157 -32 -13.22% Q1 2026 May 07, 2026
OSAIC HOLDINGS, INC. History No change 288 1 0.0% 0.0% 162 0 0.0% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.01% -654,465 -100.0% Q1 2026 May 11, 2026
J. Goldman & Co LP History Closed out 0 0 0.09% -521,921 -100.0% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.0% -392,649 -100.0% Q1 2026 May 18, 2026
Anson Funds Management LP History Closed out 0 0 0.21% -341,025 -100.0% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 0.0% -309,014 -100.0% Q1 2026 May 07, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.04% -273,083 -100.0% Q1 2026 Apr 27, 2026
Fisher Asset Management, LLC History Closed out 0 0 0.0% -106,307 -100.0% Q1 2026 May 05, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -97,600 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -61,312 -100.0% Q1 2026 May 14, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.02% -48,998 -100.0% Q1 2026 May 14, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.01% -37,353 -100.0% Q1 2026 May 15, 2026
Aristides Capital LLC History Closed out 0 0 0.04% -31,700 -100.0% Q1 2026 May 14, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -30,310 -100.0% Q1 2026 May 07, 2026
Quantbot Technologies LP History Closed out 0 0 0.0% -22,116 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -21,108 -100.0% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -18,582 -100.0% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -17,744 -100.0% Q1 2026 May 05, 2026
Neuberger Berman Group LLC History Closed out 0 0 0.0% -12,264 -100.0% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.0% -12,054 -100.0% Q1 2026 May 14, 2026
Laurion Capital Management LP History Closed out 0 0 0.0% -10,927 -100.0% Q1 2026 May 14, 2026
ALPS ADVISORS INC History Closed out 0 0 0.0% -10,243 -100.0% Q1 2026 May 08, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -2,754 -100.0% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Closed out 0 0 0.0% -2,053 -100.0% Q1 2026 Apr 06, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,578 -100.0% Q1 2026 May 08, 2026
Quarry LP History Closed out 0 0 0.0% -543 -100.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 22 0 0.0% -398 -94.76% Q1 2026 Apr 13, 2026
Rialto Wealth Management, LLC History Closed out 0 0 0.0% -211 -100.0% Q1 2026 May 14, 2026
Legacy Wealth Managment, LLC/ID History Reduced 36 0 0.0% -139 -79.43% Q1 2026 May 07, 2026
Ares Financial Consulting, LLC History Added to 165 0 +112 211.32% Q1 2026 Apr 02, 2026
Wealth Preservation Advisors, LLC History New 86 0 +86 New Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History New 84 0 +84 New Q1 2026 Apr 24, 2026
US BANCORP \DE\ History Added to 75 0 +71 1775.0% Q1 2026 May 14, 2026
Cornerstone Planning Group LLC History Closed out 0 0 -69 -100.0% Q1 2026 May 06, 2026
Rossby Financial, LCC History New 62 0 +62 New Q1 2026 May 11, 2026
Optiver Holding B.V. History Added to 63 0 +60 2000.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 -49 -100.0% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Closed out 0 0 -41 -100.0% Q1 2026 May 06, 2026
JPL Wealth Management, LLC History New 28 0 +28 New Q1 2026 May 08, 2026
Sunbelt Securities, Inc. History Added to 13 0 +12 1200.0% Q1 2026 May 15, 2026
Western Wealth Management, LLC History New 3 0 +3 New Q1 2026 May 19, 2026
Dunhill Financial, LLC History Reduced 1 0 -1 -50.0% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History No change 17 0 0 0.0% Q1 2026 May 01, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
WHITTIER TRUST CO History No change 93 0 0 0.0% Q1 2026 Apr 28, 2026
Blume Capital Management, Inc. History No change 1 0 0 0.0% Q1 2026 May 01, 2026
Sound Income Strategies, LLC History No change 21 0 0 0.0% Q1 2026 Apr 27, 2026
Cedar Mountain Advisors, LLC History No change 106 0 0 0.0% Q1 2026 Apr 30, 2026
Elevated Capital Advisors, LLC History No change 9 0 0 0.0% Q1 2026 Apr 30, 2026
Quent Capital, LLC History No change 23 0 0 0.0% Q1 2026 Apr 28, 2026
Smallwood Wealth Investment Management, LLC History No change 4 0 0 0.0% Q1 2026 Apr 22, 2026
Federation des caisses Desjardins du Quebec History No change 175 0 0.0% 0 0.0% Q1 2026 May 13, 2026
Ankerstar Wealth, LLC History No change 15 0 0 0.0% Q1 2026 May 13, 2026