SelectQuote, Inc. - SLQT
Detailed investor-level table based on 13F positions.
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 | 8,093,577 | 11,411 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,713,420 | 6,744 | 0.0% | 0.0% | 2 | +81,468 | 0.77% | Q1 2026 | May 13, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | History | No change | 7,910,794 | 4,979 | 0.22% | 0.83% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 6,486,665 | 4,083 | 0.0% | 0.01% | 4 | +127,330 | 2.0% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,989,162 | 3,773 | 0.0% | — | 5 | +5,989,162 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,484,407 | 2,193 | 0.0% | 0.0% | 6 | +115,024 | 3.41% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,993,338 | 1,884 | 0.0% | 0.0% | 7 | +22,965 | 0.77% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,287,226 | 1,439 | 0.0% | 0.01% | 8 | +206,017 | 9.9% | Q1 2026 | May 14, 2026 |
| Occam Crest Management LP | History | Reduced | 2,000,000 | 1,259 | 0.76% | 2.04% | 9 | -88,465 | -4.24% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Added to | 1,951,089 | 1,228 | 0.32% | 0.55% | 10 | +487,381 | 33.3% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,522,722 | 958 | 0.0% | 0.0% | 11 | -501,636 | -24.78% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,221,517 | 768 | 0.0% | 0.0% | 12 | +701,897 | 135.08% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,201,210 | 756 | 0.01% | 0.01% | 13 | -1 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,152,625 | 725 | 0.0% | 0.0% | 14 | +866,976 | 303.51% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,078,411 | 679 | 0.0% | — | 15 | +1,078,411 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,068,497 | 672 | 0.0% | 0.0% | 16 | +6,760 | 0.64% | Q1 2026 | May 14, 2026 |
| TriaGen Wealth Management LLC | History | No change | 1,055,500 | 664 | 0.18% | 0.38% | 17 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,021,239 | 642 | 0.0% | 0.0% | 18 | +909,939 | 817.56% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 996,097 | 627 | 0.0% | 0.0% | 19 | -119,574 | -10.72% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 981,279 | 617 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 977,325 | 615 | 0.0% | — | 21 | +977,325 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 870,687 | 548 | 0.0% | 0.0% | 22 | +303,357 | 53.47% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | No change | 862,300 | 542 | 0.0% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 796,906 | 501 | 0.0% | 0.0% | 24 | +76,864 | 10.67% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 784,600 | 481 | 0.0% | 0.0% | 25 | -358,827 | -31.38% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 711,568 | 447 | 0.01% | 0.02% | 26 | -129,724 | -15.42% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 624,812 | 393 | 0.0% | 0.0% | 27 | -490,160 | -43.96% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 591,589 | 372 | 0.0% | 0.0% | 28 | +421,470 | 247.75% | Q1 2026 | May 12, 2026 |
| GatePass Capital, LLC | History | Added to | 526,700 | 331 | 0.15% | 0.15% | 29 | +316,500 | 150.57% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 515,026 | 324 | 0.02% | 0.02% | 30 | +318,604 | 162.2% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 491,568 | 309 | 0.0% | — | 31 | +491,568 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 425,679 | 267 | 0.0% | 0.0% | 32 | -996 | -0.23% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 407,150 | 256 | 0.0% | 0.0% | 33 | -130,448 | -24.26% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 391,312 | 246 | 0.03% | 0.08% | 34 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Reduced | 388,180 | 244 | 0.0% | 0.0% | 35 | -556,017 | -58.89% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 375,764 | 236 | 0.0% | 0.0% | 36 | -9,140 | -2.37% | Q1 2026 | May 05, 2026 |
| Eversept Partners, LP | History | No change | 357,661 | 225 | 0.01% | 0.03% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 145,146 | 204 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 322,580 | 203 | 0.01% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SG Americas Securities, LLC | History | Reduced | 319,669 | 201 | 0.0% | 0.0% | 40 | -27,913 | -8.03% | Q1 2026 | Apr 16, 2026 |
| Nuveen, LLC | History | Added to | 309,954 | 195 | 0.0% | 0.0% | 41 | +1,926 | 0.63% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 296,954 | 186 | 0.01% | 0.02% | 42 | +62,610 | 26.72% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 281,306 | 177 | 0.0% | 0.0% | 43 | +15,619 | 5.88% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | No change | 257,344 | 161 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 238,959 | 150 | 0.0% | 0.0% | 45 | -13,766 | -5.45% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 230,986 | 145 | 0.0% | 0.0% | 46 | +13,209 | 6.07% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 97,499 | 137 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | No change | 200,000 | 125 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 161,911 | 101 | 0.0% | 0.0% | 49 | -7,935 | -4.67% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 153,924 | 96 | 0.0% | 0.0% | 50 | +150,446 | 4325.65% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 149,797 | 94 | 0.0% | 0.0% | 51 | -95,133 | -38.84% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 122,130 | 75 | 0.0% | 0.0% | 52 | +13,530 | 12.46% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 115,131 | 72 | 0.0% | 0.0% | 53 | +15,131 | 15.13% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 110,287 | 69 | 0.0% | 0.0% | 54 | +23,105 | 26.5% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 105,570 | 66 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 97,283 | 62 | 0.0% | 0.0% | 56 | +24,816 | 34.24% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 95,382 | 60 | 0.01% | 0.01% | 57 | +48,483 | 103.38% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 94,382 | 59 | 0.0% | — | 58 | +94,382 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 93,464 | 58 | 0.0% | 0.0% | 59 | -46,236 | -33.1% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 91,845 | 57 | 0.0% | — | 61 | +91,845 | New | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 90,768 | 57 | 0.0% | 0.0% | 60 | +21,801 | 31.61% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 84,510 | 53 | 0.0% | 0.0% | 62 | +42,860 | 102.91% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 81,700 | 51 | 0.0% | 0.0% | 63 | +68,583 | 522.86% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 81,000 | 50 | 0.0% | — | 65 | +81,000 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | New | 79,625 | 50 | 0.0% | — | 64 | +79,625 | New | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 73,340 | 46 | 0.0% | 0.0% | 66 | +22,236 | 43.51% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 70,900 | 44 | 0.0% | — | 69 | +70,900 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 71,219 | 44 | 0.0% | 0.0% | 68 | +40,208 | 129.66% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 70,256 | 44 | 0.0% | 0.0% | 67 | -8,229 | -10.48% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 66,986 | 42 | 0.0% | 0.0% | 70 | +1,598 | 2.44% | Q1 2026 | May 15, 2026 |
| Opes Wealth Management LLC | History | No change | 59,520 | 37 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 56,402 | 35 | 0.0% | — | 73 | +56,402 | New | Q1 2026 | May 08, 2026 |
| Financial Partners Group, Inc | History | Added to | 56,504 | 35 | 0.0% | 0.01% | 72 | +5,000 | 9.71% | Q1 2026 | Apr 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 55,094 | 34 | 0.0% | 0.0% | 74 | +94 | 0.17% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 50,802 | 31 | 0.0% | 0.0% | 76 | -270,520 | -84.19% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 49,488 | 31 | 0.0% | — | 77 | +49,488 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,724 | 31 | 0.0% | 0.0% | 75 | -11,739 | -19.1% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 48,835 | 30 | 0.0% | — | 78 | +48,835 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 44,500 | 28 | 0.0% | 0.0% | 79 | -1,305 | -2.85% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 43,368 | 27 | 0.0% | 0.0% | 80 | +34,621 | 395.8% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 43,678 | 27 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 43,743 | 26 | 0.0% | 0.0% | 82 | +26,401 | 152.24% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 40,723 | 25 | 0.0% | 0.0% | 83 | +4,455 | 12.28% | Q1 2026 | May 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 40,000 | 25 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 38,851 | 24 | 0.0% | 0.0% | 85 | -2,331 | -5.66% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 36,592 | 23 | 0.0% | 0.0% | 86 | -19,183 | -34.39% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,351 | 22 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 34,307 | 21 | 0.0% | 0.0% | 89 | -138,609 | -80.16% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 33,500 | 21 | 0.0% | 0.0% | 88 | +2,000 | 6.35% | Q1 2026 | Apr 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,369 | 21 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 29,000 | 18 | 0.0% | 0.0% | 91 | +14,000 | 93.33% | Q1 2026 | Apr 30, 2026 |
| PFG Investments, LLC | History | No change | 29,760 | 18 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,500 | 17 | 0.0% | 0.0% | 95 | -405,940 | -93.66% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 27,094 | 17 | 0.0% | 0.0% | 94 | -19,446 | -41.78% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,377 | 17 | 0.0% | 0.0% | 93 | +12,250 | 75.96% | Q1 2026 | Apr 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 28,480 | 17 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MARSHALL WACE, LLP | History | New | 25,723 | 16 | 0.0% | — | 98 | +25,723 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 26,000 | 16 | 0.0% | 0.0% | 97 | -535 | -2.02% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 24,798 | 15 | 0.0% | 0.0% | 99 | -84,402 | -77.29% | Q1 2026 | May 08, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 25,000 | 15 | 0.0% | 0.0% | 100 | +15,000 | 150.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,447 | 14 | 0.0% | 0.0% | 101 | -414 | -1.74% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 21,458 | 13 | 0.0% | 0.0% | 102 | -58,735 | -73.24% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 21,000 | 12 | 0.0% | — | 106 | +21,000 | New | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 20,392 | 12 | 0.0% | — | 105 | +20,392 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 20,109 | 12 | 0.0% | — | 108 | +20,109 | New | Q1 2026 | Apr 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 19,708 | 12 | 0.0% | — | 107 | +19,708 | New | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,357 | 12 | 0.0% | 0.0% | 103 | -5,226 | -20.43% | Q1 2026 | Apr 24, 2026 |
| Plan Group Financial, LLC | History | No change | 19,533 | 12 | 0.0% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 17,990 | 11 | 0.0% | — | 109 | +17,990 | New | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 16,221 | 10 | 0.0% | 0.0% | 111 | -400 | -2.41% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,500 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 15,474 | 9 | 0.0% | 0.0% | 113 | -9,782 | -38.73% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,776 | 9 | 0.0% | 0.0% | 114 | +1,204 | 8.87% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,697 | 9 | 0.0% | 0.0% | 112 | -83 | -0.53% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 13,449 | 8 | 0.0% | 0.0% | 116 | -8,579 | -38.95% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,887 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 11,668 | 7 | 0.0% | 0.0% | 120 | -56,722 | -82.94% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,768 | 7 | 0.0% | — | 121 | +11,768 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 12,568 | 7 | 0.0% | 0.0% | 119 | +1,683 | 15.46% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 12,189 | 7 | 0.0% | 0.0% | 117 | -1,289 | -9.56% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,128 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | New | 10,605 | 6 | 0.0% | — | 124 | +10,605 | New | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | New | 10,569 | 6 | 0.0% | — | 123 | +10,569 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 10,853 | 6 | 0.0% | 0.0% | 122 | +4,419 | 68.68% | Q1 2026 | May 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,598 | 4 | 0.0% | 0.0% | 125 | -1,037 | -12.01% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,272 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,565 | 3 | 0.0% | 0.0% | 127 | -24,367 | -81.41% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,915 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,800 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 2,286 | 1 | 0.0% | — | 133 | +2,286 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,957 | 1 | 0.0% | 0.0% | 130 | -1,369 | -41.16% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 1,653 | 1 | 0.0% | — | 132 | +1,224 | 285.31% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,817 | 1 | 0.0% | — | 131 | +1,119 | 160.32% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,637,460 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -724,180 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -574,978 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394,478 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -379,620 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -162,177 | -100.0% | Q1 2026 | May 14, 2026 |
| SMH CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.34% | — | -117,917 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -107,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Kazazian Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -106,330 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | 0.04% | — | -103,197 | -100.0% | Q1 2026 | May 11, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -76,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,144 | -100.0% | Q1 2026 | May 14, 2026 |
| CNO Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -50,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,315 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 100 | 0 | — | 0.0% | — | -43,418 | -99.77% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,605 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,953 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,330 | -100.0% | Q1 2026 | May 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,714 | -100.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -12,641 | -100.0% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,060 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,545 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,412 | -100.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,142 | -100.0% | Q1 2026 | Jun 02, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,628 | -100.0% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,368 | 0 | — | — | — | +1,353 | 9020.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 1,050 | 0 | — | — | — | +1,050 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,373 | 0 | — | — | — | +1,011 | 279.28% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q1 2026 | Jun 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 733 | 0 | — | — | — | +727 | 12116.67% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 321 | 0 | — | 0.0% | — | -683 | -68.03% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 827 | 0 | — | — | — | +528 | 176.59% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 976 | 0 | — | — | — | +441 | 82.43% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 477 | 0 | — | 0.0% | — | -380 | -44.34% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4 | 0 | — | — | — | -171 | -97.71% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 198 | 0 | — | — | — | +170 | 607.14% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 163 | 0 | — | — | — | +163 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 146 | 0 | — | — | — | +146 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,000 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,500 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | No change | 600 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| IFS Advisors, LLC | History | No change | 185 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Avion Wealth | History | No change | 1,512 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |