Slide Insurance Holdings, Inc. - SLDE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 7,671,890 138,094 0.0% 0.0% 1 +2,497,956 48.28% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,608,096 82,945 0.0% 2 +4,608,096 New Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,453,182 62,157 0.03% 0.02% 3 +1,203,022 53.46% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 2,761,819 53,800 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
Capital World Investors History Reduced 2,915,649 52,481 0.01% 0.01% 5 -1,567,531 -34.96% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,687,802 48,380 0.03% 0.01% 6 +2,012,428 297.97% Q1 2026 May 14, 2026
UBS Group AG History Added to 2,529,393 45,529 0.01% 0.0% 7 +2,420,445 2221.65% Q1 2026 May 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,506,456 45,116 0.0% 8 +2,506,456 New Q1 2026 May 15, 2026
DME Capital Management, LP History Added to 1,686,630 30,359 0.95% 0.79% 9 +536,750 46.68% Q1 2026 May 15, 2026
Capital International Investors History New 1,567,531 28,215 0.01% 10 +1,567,531 New Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,512,433 27,226 0.0% 0.0% 11 +823,870 119.65% Q1 2026 May 15, 2026
Maniro Ltd History Added to 1,398,025 25,164 7.62% 1.99% 12 +1,098,500 366.75% Q1 2026 May 15, 2026
Hood River Capital Management LLC History Added to 1,252,990 22,553 0.23% 0.23% 13 +181,477 16.94% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,196,393 21,535 0.0% 0.0% 14 +650,011 118.97% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Reduced 892,403 16,063 0.1% 0.11% 15 -183 -0.02% Q1 2026 Apr 27, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 849,967 15,299 0.03% 0.02% 16 +181,795 27.21% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 693,769 12,487 0.0% 0.0% 17 +195,761 39.31% Q1 2026 Apr 30, 2026
GOLDMAN SACHS GROUP INC History Reduced 613,733 11,047 0.0% 0.0% 18 -262,361 -29.95% Q1 2026 May 15, 2026
Freestone Grove Partners LP History Reduced 529,244 9,526 0.07% 0.14% 19 -457,299 -46.35% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 528,357 9,510 0.0% 0.01% 20 -1,723,114 -76.53% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 525,736 9,463 0.0% 0.0% 21 +78,504 17.55% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 505,136 9,092 0.0% 0.0% 22 -12,320 -2.38% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 472,454 8,504 0.0% 0.0% 23 +275,467 139.84% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 463,735 8,347 0.01% 0.0% 24 +323,835 231.48% Q1 2026 May 15, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 459,820 8,276 0.4% 0.35% 25 +91,610 24.88% Q1 2026 May 04, 2026
FIFTH THIRD BANCORP History Added to 423,202 7,617 0.01% 0.02% 26 +41,655 10.92% Q1 2026 May 01, 2026
Ghisallo Capital Management LLC History No change 400,000 7,200 0.2% 0.35% 27 0 0.0% Q1 2026 May 15, 2026
Burkehill Global Management, LP History No change 400,000 7,200 0.36% 0.51% 28 0 0.0% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 399,507 7,191 0.01% 0.01% 29 +83,660 26.49% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 393,699 7,086 0.0% 0.0% 30 +230,727 141.57% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 390,896 7,036 0.0% 0.0% 31 +368,711 1661.98% Q1 2026 May 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 384,370 6,918 0.01% 0.0% 32 +253,375 193.42% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 383,585 6,904 0.01% 0.01% 33 +116,479 43.61% Q1 2026 May 12, 2026
FEDERATED HERMES, INC. History Reduced 367,540 6,615 0.01% 0.02% 34 -133,431 -26.63% Q1 2026 May 11, 2026
First American Bank History No change 363,375 6,540 0.41% 0.43% 35 0 0.0% Q1 2026 Apr 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 329,633 5,933 0.0% 0.0% 36 +77,576 30.78% Q1 2026 May 15, 2026
Philadelphia Financial Management of San Francisco, LLC History New 280,000 5,040 1.46% 37 +280,000 New Q1 2026 May 14, 2026
FourThought Financial Partners, LLC History Reduced 275,506 4,959 0.43% 0.5% 38 -27,000 -8.93% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Added to 268,790 4,838 0.01% 0.0% 39 +234,759 689.84% Q1 2026 May 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 267,455 4,814 0.02% 0.01% 40 +161,105 151.49% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 229,200 4,125 0.0% 0.0% 41 -32,401 -12.39% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 220,084 3,961 0.02% 0.02% 42 -86,658 -28.25% Q1 2026 May 14, 2026
Suncoast Equity Management History Added to 219,295 3,947 0.47% 0.18% 43 +127,801 139.68% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 215,652 3,881 0.0% 44 +215,652 New Q1 2026 May 08, 2026
Man Group plc History Added to 214,683 3,864 0.01% 0.0% 45 +152,886 247.4% Q1 2026 May 15, 2026
Trexquant Investment LP History Added to 207,671 3,738 0.03% 0.03% 46 +34,158 19.69% Q1 2026 May 15, 2026
Axis Wealth Partners, LLC History Added to 203,502 3,663 1.95% 1.09% 47 +101,751 100.0% Q1 2026 Apr 24, 2026
XTX Topco Ltd History New 192,822 3,470 0.06% 48 +192,822 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 191,930 3,454 0.03% 0.03% 49 -20,735 -9.75% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 186,421 3,355 0.0% 0.04% 50 -1,571,794 -89.4% Q1 2026 May 15, 2026
Woodline Partners LP History Reduced 182,090 3,277 0.01% 0.02% 51 -47,704 -20.76% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 172,683 3,108 0.0% 0.0% 52 +158,883 1151.33% Q1 2026 May 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 158,434 2,851 0.0% 0.0% 53 -33,265 -17.35% Q1 2026 May 15, 2026
Boston Partners History New 153,788 2,768 0.0% 54 +153,788 New Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Added to 152,359 2,742 0.0% 0.0% 55 +92,029 152.54% Q1 2026 May 05, 2026
Blackhawk Capital Partners, LLC History Added to 148,222 2,667 0.98% 0.68% 56 +54,771 58.61% Q1 2026 May 05, 2026
Apollon Wealth Management, LLC History Reduced 148,123 2,666 0.04% 0.06% 57 -23,388 -13.64% Q1 2026 Apr 22, 2026
Avantax Planning Partners, Inc. History Reduced 119,029 2,142 0.06% 0.09% 58 -49,339 -29.3% Q1 2026 May 04, 2026
LPL Financial LLC History Added to 117,533 2,115 0.0% 0.0% 59 +20,094 20.62% Q1 2026 May 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 117,416 2,113 0.01% 0.0% 60 +116,928 23960.66% Q1 2026 May 08, 2026
Swiss Life Asset Management Ltd History New 26,152 2,006 0.01% 61 +26,152 New Q1 2026 May 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 111,300 2,003 0.0% 0.01% 62 -188,700 -62.9% Q1 2026 May 14, 2026
World Investment Advisors History No change 100,837 1,815 0.03% 0.03% 63 0 0.0% Q1 2026 Apr 27, 2026
Vestmark Advisory Solutions, Inc. History No change 100,837 1,815 0.02% 0.03% 64 0 0.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 91,131 1,640 0.05% 0.02% 65 +55,677 157.04% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 89,564 1,612 0.12% 0.06% 66 +48,044 115.71% Q1 2026 May 15, 2026
Quantbot Technologies LP History Reduced 86,828 1,562 0.06% 0.12% 67 -105,650 -54.89% Q1 2026 May 13, 2026
EMERALD ADVISERS, LLC History Added to 85,885 1,545 0.05% 0.04% 68 +24,740 40.46% Q1 2026 May 04, 2026
ALLIANCEBERNSTEIN L.P. History New 72,100 1,404 0.0% 69 +72,100 New Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 75,161 1,352 0.0% 0.0% 70 +48,775 184.85% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 67,710 1,218 0.0% 0.0% 71 +16,600 32.48% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History New 64,465 1,160 0.01% 72 +64,465 New Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History New 62,935 1,132 0.0% 73 +62,935 New Q1 2026 May 14, 2026
Invesco Ltd. History Added to 61,643 1,109 0.0% 0.0% 74 +41,577 207.2% Q1 2026 May 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 55,512 997 0.0% 0.0% 75 +45,145 435.47% Q1 2026 May 13, 2026
Holocene Advisors, LP History New 55,234 994 0.0% 76 +55,234 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 54,687 984 0.0% 0.0% 77 +19,301 54.54% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Reduced 54,528 983 0.0% 0.0% 78 -373,375 -87.26% Q1 2026 May 13, 2026
Quantinno Capital Management LP History New 52,943 952 0.0% 79 +52,943 New Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 50,273 905 0.0% 0.0% 80 +34,254 213.83% Q1 2026 May 15, 2026
Shay Capital LLC History Reduced 50,000 900 0.08% 0.14% 81 -17,500 -25.93% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 49,557 892 0.01% 0.0% 83 +33,123 201.55% Q1 2026 May 15, 2026
Swiss National Bank History No change 49,600 892 0.0% 0.0% 82 0 0.0% Q1 2026 May 07, 2026
Texas Yale Capital Corp. History New 49,534 891 0.03% 84 +49,534 New Q1 2026 May 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 47,788 860 0.0% 0.0% 85 +179 0.38% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 47,280 851 0.0% 0.0% 86 -3,726 -7.31% Q1 2026 May 15, 2026
Interval Partners, LP History Reduced 44,615 803 0.02% 0.03% 87 -27,632 -38.25% Q1 2026 May 15, 2026
NORGES BANK History No change 40,000 779 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 41,200 741 0.01% 89 +41,200 New Q1 2026 May 13, 2026
STRS OHIO History Added to 40,500 729 0.0% 0.0% 90 +7,200 21.62% Q1 2026 Apr 24, 2026
HighTower Advisors, LLC History New 40,446 728 0.0% 91 +40,446 New Q1 2026 May 05, 2026
Schneider Downs Wealth Management Advisors, LP History New 40,429 727 0.08% 92 +40,429 New Q1 2026 May 14, 2026
Cyndeo Wealth Partners, LLC History Reduced 39,677 714 0.04% 0.12% 93 -75,039 -65.41% Q1 2026 Apr 13, 2026
GLOBEFLEX CAPITAL L P History New 39,401 709 0.11% 94 +39,401 New Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Added to 38,875 699 0.0% 0.0% 95 +22,502 137.43% Q1 2026 May 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 37,813 680 0.05% 96 +37,813 New Q1 2026 May 06, 2026
PDS Planning, Inc History No change 36,663 659 0.04% 0.05% 97 0 0.0% Q1 2026 Apr 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 36,415 655 0.0% 98 +36,415 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History New 35,180 633 0.0% 99 +35,180 New Q1 2026 May 15, 2026
Flaharty Asset Management, LLC History Reduced 33,755 607 0.08% 0.13% 100 -20,176 -37.41% Q1 2026 May 04, 2026
KTF INVESTMENTS, LLC History Reduced 33,615 605 0.1% 0.21% 101 -33,614 -50.0% Q1 2026 May 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 33,141 596 0.0% 0.0% 102 +20,728 166.99% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 31,876 573 0.07% 103 +31,876 New Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Added to 31,198 561 0.0% 0.0% 104 +10,506 50.77% Q1 2026 May 15, 2026
Verdad Advisers, LP History New 30,658 551 0.62% 105 +30,658 New Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 28,769 517 0.01% 0.01% 106 0 0.0% Q1 2026 Apr 20, 2026
Jump Financial, LLC History Reduced 28,200 507 0.01% 0.01% 107 -4,963 -14.97% Q1 2026 May 14, 2026
ALPS ADVISORS INC History New 28,060 505 0.0% 108 +28,060 New Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History No change 27,385 492 0.0% 0.0% 109 0 0.0% Q1 2026 May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 26,971 485 0.0% 0.0% 110 +3,112 13.04% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 26,416 475 0.0% 0.0% 111 -3,387 -11.36% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 26,376 474 0.0% 0.0% 112 -278,602 -91.35% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 25,318 455 0.0% 0.0% 113 +2,189 9.46% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History No change 24,446 440 0.01% 0.01% 114 0 0.0% Q1 2026 May 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 23,879 429 0.0% 115 +23,879 New Q1 2026 Apr 30, 2026
Entropy Technologies, LP History New 23,352 420 0.02% 116 +23,352 New Q1 2026 May 14, 2026
Accurate Wealth Management, LLC History Reduced 22,698 408 0.05% 0.05% 117 -139 -0.61% Q1 2026 Apr 22, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 22,200 399 0.0% 0.0% 118 +13,700 161.18% Q1 2026 May 06, 2026
Advisory Services Network, LLC History New 21,745 391 0.01% 119 +21,745 New Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 21,251 384 0.0% 0.0% 120 +1,641 8.37% Q1 2026 Apr 30, 2026
Concurrent Investment Advisors, LLC History Reduced 20,335 366 0.0% 0.01% 121 -20,165 -49.79% Q1 2026 Apr 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 19,200 345 0.0% 0.0% 122 +1,000 5.49% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 18,849 339 0.0% 0.0% 123 +11,376 152.23% Q1 2026 Apr 29, 2026
Centiva Capital, LP History New 18,202 327 0.0% 124 +18,202 New Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 18,128 326 0.0% 0.0% 125 -1,257 -6.48% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Added to 17,600 316 0.01% 0.0% 126 +16,575 1617.07% Q1 2026 Apr 22, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,297 311 0.0% 128 +17,297 New Q1 2026 May 08, 2026
Lighthouse Investment Partners, LLC History Reduced 17,309 311 0.01% 0.02% 127 -10,233 -37.15% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Added to 17,268 310 0.0% 0.0% 129 +2,068 13.61% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History New 17,166 308 0.0% 130 +17,166 New Q1 2026 May 04, 2026
Tower Research Capital LLC (TRC) History Added to 16,986 305 0.01% 0.0% 131 +14,495 581.89% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,413 295 0.0% 0.0% 132 +8,289 102.03% Q1 2026 May 12, 2026
Cornerstone Investment Partners, LLC History New 15,940 286 0.01% 133 +15,940 New Q1 2026 May 08, 2026
Squarepoint Ops LLC History New 15,898 286 0.0% 134 +15,898 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 15,242 274 0.0% 0.0% 135 -375 -2.4% Q1 2026 May 08, 2026
INSTRUMENTAL WEALTH, LLC History No change 14,705 264 0.16% 0.17% 136 0 0.0% Q1 2026 Apr 21, 2026
Graham Capital Management, L.P. History New 14,477 260 0.01% 137 +14,477 New Q1 2026 May 15, 2026
Magnetar Financial LLC History New 13,995 251 0.0% 138 +13,995 New Q1 2026 May 13, 2026
Dynamic Technology Lab Private Ltd History New 13,832 248 0.04% 139 +13,832 New Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 13,729 247 0.0% 0.0% 140 +3,656 36.3% Q1 2026 May 08, 2026
State of Tennessee, Department of Treasury History No change 13,479 242 0.0% 0.0% 141 0 0.0% Q1 2026 May 15, 2026
Voleon Capital Management LP History New 13,232 238 0.01% 142 +13,232 New Q1 2026 May 15, 2026
Sandia Investment Management LP History No change 11,748 228 0.57% 0.57% 143 0 0.0% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 12,100 217 0.0% 0.05% 144 -108,900 -90.0% Q1 2026 May 15, 2026
Employees Retirement System of Texas History New 11,980 216 0.0% 145 +11,980 New Q1 2026 May 13, 2026
WINTON GROUP Ltd History New 11,244 202 0.01% 146 +11,244 New Q1 2026 May 12, 2026
CITIGROUP INC History Added to 10,900 196 0.0% 0.0% 148 +6,513 148.46% Q1 2026 May 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 10,908 196 0.0% 0.0% 147 -2,324 -17.56% Q1 2026 May 15, 2026
ALLSTATE CORP History New 10,495 188 0.0% 149 +10,495 New Q1 2026 May 11, 2026
ProShare Advisors LLC History New 10,249 184 0.0% 150 +10,249 New Q1 2026 Apr 24, 2026
Vanguard Global Advisers, LLC History New 10,103 181 0.0% 151 +10,103 New Q1 2026 May 08, 2026
NOMURA HOLDINGS INC History New 10,000 180 0.0% 152 +10,000 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 7,718 138 0.0% 153 +7,718 New Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 7,313 131 0.01% 0.02% 154 -258 -3.41% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 6,532 118 0.0% 0.0% 155 -17,571 -72.9% Q1 2026 Apr 16, 2026
ROYAL BANK OF CANADA History Added to 5,993 109 0.0% 0.0% 156 +4,126 221.0% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 5,800 104 0.0% 0.0% 157 -23,600 -80.27% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History Added to 5,785 104 0.0% 0.0% 158 +3,551 158.95% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 5,300 95 0.0% 0.0% 159 0 0.0% Q1 2026 Apr 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,388 78 0.0% 0.0% 160 0 0.0% Q1 2026 May 14, 2026
Atlantic Union Bankshares Corp History New 3,069 55 0.0% 161 +3,069 New Q1 2026 May 12, 2026
FMR LLC History Added to 2,958 53 0.0% 0.0% 162 +2,698 1037.69% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History New 2,585 46 0.0% 163 +2,585 New Q1 2026 May 13, 2026
State of Wyoming History New 2,359 42 0.0% 164 +2,359 New Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 2,009 39 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 1,517 27 0.0% 0.0% 166 -304 -16.69% Q1 2026 May 14, 2026
COMERICA BANK History No change 1,318 25 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 29, 2026
TopTier Wealth Management, LLC History New 966 17 0.01% 168 +966 New Q1 2026 May 05, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 870 15 0.0% 0.0% 169 -250 -22.32% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 390 7 0.0% 0.02% 170 -4,648 -92.26% Q1 2026 May 11, 2026
Cedar Mountain Advisors, LLC History New 259 4 0.0% 173 +259 New Q1 2026 Apr 30, 2026
GAMMA Investing LLC History Added to 246 4 0.0% 0.0% 171 +166 207.5% Q1 2026 Apr 06, 2026
Vision Retirement, LLC History No change 256 4 0.0% 0.0% 172 0 0.0% Q1 2026 May 07, 2026
SJS Investment Consulting Inc. History No change 203 3 0.0% 0.0% 174 0 0.0% Q1 2026 Apr 23, 2026
Arax Advisory Partners History Added to 148 2 0.0% 175 +101 214.89% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Reduced 119 2 0.0% 0.0% 176 -2 -1.65% Q1 2026 Apr 27, 2026
WPG Advisers, LLC History No change 126 2 0.0% 0.0% 177 0 0.0% Q1 2026 Apr 29, 2026
Quarry LP History Reduced 90 1 0.0% 0.0% 179 -260 -74.29% Q1 2026 May 15, 2026
WealthCollab, LLC History New 69 1 0.0% 183 +69 New Q1 2026 May 13, 2026
MAI Capital Management History New 68 1 0.0% 180 +68 New Q1 2026 May 15, 2026
Versant Capital Management, Inc History New 58 1 0.0% 181 +58 New Q1 2026 Apr 06, 2026
Covestor Ltd History New 57 1 0.0% 182 +57 New Q1 2026 May 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 66 1 0.0% 178 +17 34.69% Q1 2026 May 07, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.01% -896,839 -100.0% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Closed out 0 0 0.09% -550,502 -100.0% Q1 2026 Apr 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -546,358 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.01% -526,847 -100.0% Q1 2026 May 14, 2026
Walleye Capital LLC History Closed out 0 0 0.03% -452,890 -100.0% Q1 2026 May 13, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.01% -258,966 -100.0% Q1 2026 May 15, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.27% -189,634 -100.0% Q1 2026 Apr 27, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -137,884 -100.0% Q1 2026 May 15, 2026
Alden Global Capital LLC History Closed out 0 0 1.19% -130,000 -100.0% Q1 2026 May 15, 2026
Zimmer Partners, LP History Closed out 0 0 0.05% -90,651 -100.0% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Closed out 0 0 0.01% -85,106 -100.0% Q1 2026 May 15, 2026
CERTUITY, LLC History Closed out 0 0 0.1% -79,732 -100.0% Q1 2026 May 11, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -74,676 -100.0% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -65,547 -100.0% Q1 2026 May 15, 2026
Longaeva Partners L.P. History Closed out 0 0 0.1% -63,027 -100.0% Q1 2026 May 15, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History Closed out 0 0 1.07% -56,362 -100.0% Q1 2026 May 15, 2026
Vident Advisory, LLC History Closed out 0 0 0.01% -44,095 -100.0% Q1 2026 May 14, 2026
Lykos Global Management, LP History Closed out 0 0 0.55% -40,000 -100.0% Q1 2026 May 15, 2026
Caprock Group, LLC History Closed out 0 0 0.02% -39,134 -100.0% Q1 2026 May 11, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -36,290 -100.0% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Closed out 0 0 0.0% -29,706 -100.0% Q1 2026 May 05, 2026
ProVise Management Group, LLC History Closed out 0 0 0.03% -18,332 -100.0% Q1 2026 May 06, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -16,840 -100.0% Q1 2026 May 14, 2026
Atria Investments, Inc History Closed out 0 0 0.0% -10,443 -100.0% Q1 2026 May 05, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -2,409 -100.0% Q1 2026 May 13, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -840 -100.0% Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -385 -100.0% Q1 2026 Apr 30, 2026
Rockefeller Capital Management L.P. History Reduced 21 0 0.0% -330 -94.02% Q1 2026 May 14, 2026
Rossby Financial, LCC History New 55 0 +55 New Q1 2026 May 11, 2026
Bare Financial Services, Inc History Closed out 0 0 -29 -100.0% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 -18 -100.0% Q1 2026 May 08, 2026
Essential Partners LLC History Reduced 44 0 0.0% -13 -22.81% Q1 2026 May 21, 2026
Farther Finance Advisors, LLC History Added to 22 0 +9 69.23% Q1 2026 Apr 07, 2026
EverSource Wealth Advisors, LLC History Reduced 49 0 0.0% -8 -14.04% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History New 7 0 +7 New Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 43 0 +3 7.5% Q1 2026 Apr 13, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
Sunbelt Securities, Inc. History No change 1 0 0 0.0% Q1 2026 May 15, 2026
True Wealth Design, LLC History No change 8 0 0 0.0% Q1 2026 Apr 13, 2026