Sun Country Airlines Holdings, Inc. - SNCY

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 7,828,177 129,321 0.0% 0.0% 1 +86,271 1.11% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 4,565,031 65,690 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,899,833 47,901 0.01% 0.01% 3 +214,309 7.98% Q1 2026 May 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,444,823 40,388 0.02% 0.02% 4 +349,565 16.68% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,352,386 38,861 0.0% 5 +2,352,386 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 2,256,301 37,274 0.0% 0.0% 6 +232,929 11.51% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,973,514 32,602 0.04% 0.0% 7 +1,930,214 4457.77% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 1,816,813 30,013 0.01% 0.0% 8 +1,804,207 14312.29% Q1 2026 May 11, 2026
Magnetar Financial LLC History New 1,715,845 28,345 0.29% 9 +1,715,845 New Q1 2026 May 13, 2026
T. Rowe Price Investment Management, Inc. History Added to 1,530,274 25,281 0.02% 0.01% 10 +882,800 136.35% Q1 2026 May 15, 2026
PAR CAPITAL MANAGEMENT INC History Reduced 1,467,800 24,248 0.7% 0.77% 11 -550,200 -27.26% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 1,363,280 22,521 0.0% 0.01% 12 -1,362,312 -49.98% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,294,905 21,397 0.0% 0.0% 13 +29,201 2.31% Q1 2026 May 15, 2026
Capula Management Ltd History New 1,218,670 20,132 0.14% 14 +1,218,670 New Q1 2026 May 14, 2026
ALPINE ASSOCIATES MANAGEMENT INC. History New 1,132,850 18,714 1.1% 15 +1,132,850 New Q1 2026 Apr 21, 2026
LSV ASSET MANAGEMENT History Reduced 1,117,027 18,453 0.04% 0.04% 16 -33,251 -2.89% Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Reduced 1,104,678 18,249 0.0% 0.0% 17 -51,001 -4.41% Q1 2026 May 05, 2026
Empyrean Capital Partners, LP History Added to 1,034,499 17,089 0.56% 0.32% 18 +394,499 61.64% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,025,933 16,948 0.01% 0.01% 19 -186,706 -15.4% Q1 2026 May 14, 2026
Man Group plc History Added to 1,011,015 16,701 0.03% 0.0% 20 +965,551 2123.77% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 919,290 15,186 0.0% 21 +919,290 New Q1 2026 May 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 852,582 14,084 0.0% 0.0% 22 +32,842 4.01% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 829,680 13,706 0.02% 0.0% 23 +655,385 376.02% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Added to 726,460 12,001 0.02% 0.0% 24 +660,149 995.53% Q1 2026 Apr 20, 2026
GOLDMAN SACHS GROUP INC History Reduced 699,536 11,556 0.0% 0.0% 25 -478,769 -40.63% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History New 652,924 10,786 0.0% 26 +652,924 New Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 643,034 10,622 0.0% 0.0% 27 +23,953 3.87% Q1 2026 May 15, 2026
Dana Investment Advisors, Inc. History Reduced 633,980 10,473 0.31% 0.29% 28 -51,524 -7.52% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 623,813 10,305 0.0% 0.0% 29 +190 0.03% Q1 2026 Apr 30, 2026
AQR Arbitrage LLC History New 603,224 9,965 0.16% 30 +603,224 New Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 602,686 9,956 0.0% 0.0% 31 +16,410 2.8% Q1 2026 May 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 584,311 9,652 0.1% 0.5% 32 -2,703,202 -82.23% Q1 2026 May 15, 2026
TCW GROUP INC History No change 558,825 9,231 0.07% 0.06% 33 0 0.0% Q1 2026 May 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 488,667 8,072 0.16% 0.14% 34 +16,857 3.57% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 516,311 7,429 0.0% 0.0% 35 +466,501 936.56% Q1 2026 May 15, 2026
CSM Advisors, LLC History Reduced 429,190 7,090 0.17% 0.22% 36 -138,322 -24.37% Q1 2026 May 15, 2026
UBS Group AG History Added to 396,235 6,545 0.0% 0.0% 37 +60,753 18.11% Q1 2026 May 05, 2026
Bridgewater Associates, LP History Reduced 384,328 6,349 0.03% 0.04% 38 -329,339 -46.15% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 374,707 6,190 0.0% 0.0% 39 -27,147 -6.76% Q1 2026 May 04, 2026
Invesco Ltd. History Reduced 367,122 6,064 0.0% 0.0% 40 -4,692 -1.26% Q1 2026 May 12, 2026
VANGUARD FIDUCIARY TRUST CO History New 359,201 5,934 0.0% 41 +359,201 New Q1 2026 May 08, 2026
JANE STREET GROUP, LLC History Added to 358,492 5,922 0.0% 0.0% 42 +217,604 154.45% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 329,754 5,447 0.0% 0.0% 43 -100,489 -23.36% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 298,610 4,738 0.0% 0.0% 44 +169,852 131.92% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History New 268,800 4,440 0.0% 45 +268,800 New Q1 2026 May 11, 2026
ABC ARBITRAGE SA History New 266,156 4,396 0.58% 46 +266,156 New Q1 2026 May 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 248,941 4,112 0.0% 0.0% 47 +120,263 93.46% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 247,801 4,093 0.0% 0.0% 48 -46,323 -15.75% Q1 2026 May 15, 2026
VELA Investment Management, LLC History Added to 243,658 4,025 0.92% 0.81% 49 +4,479 1.87% Q1 2026 May 08, 2026
Empowered Funds, LLC History New 239,267 3,952 0.03% 50 +239,267 New Q1 2026 May 14, 2026
BESSEMER GROUP INC History No change 216,854 3,583 0.01% 0.0% 51 0 0.0% Q1 2026 May 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 208,176 3,439 0.0% 0.0% 52 -114,331 -35.45% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 205,916 3,402 0.0% 0.0% 53 +185,248 896.3% Q1 2026 Apr 16, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 191,260 3,159 0.01% 0.01% 54 -61,821 -24.43% Q1 2026 May 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 188,000 3,105 0.01% 0.0% 55 0 0.0% Q1 2026 May 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 184,400 3,046 0.0% 0.0% 56 +62,600 51.4% Q1 2026 May 14, 2026
COMERICA BANK History No change 211,136 3,038 0.01% 0.01% 57 0 0.0% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History Added to 180,708 2,985 0.09% 0.02% 58 +149,940 487.32% Q1 2026 Apr 29, 2026
Creative Planning History Added to 179,075 2,958 0.0% 0.0% 59 +61,248 51.98% Q1 2026 May 12, 2026
FIRST TRUST ADVISORS LP History Reduced 171,030 2,825 0.0% 0.0% 60 -17,280 -9.18% Q1 2026 May 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 161,285 2,664 0.02% 61 +161,285 New Q1 2026 May 07, 2026
RHUMBLINE ADVISERS History Added to 154,281 2,548 0.0% 0.0% 62 +4,014 2.67% Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 145,184 2,398 0.0% 0.01% 63 -148,327 -50.54% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 135,483 2,238 0.01% 0.02% 64 -137,583 -50.38% Q1 2026 May 13, 2026
FRANKLIN RESOURCES INC History Added to 135,472 2,237 0.0% 0.0% 65 +13,974 11.5% Q1 2026 May 13, 2026
Walleye Capital LLC History Reduced 134,810 2,227 0.01% 0.01% 66 -109,783 -44.88% Q1 2026 May 13, 2026
Alberta Investment Management Corp History New 131,580 2,173 0.01% 67 +131,580 New Q1 2026 Apr 28, 2026
Polar Asset Management Partners Inc. History New 130,000 2,147 0.04% 68 +130,000 New Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 119,685 1,977 0.02% 0.02% 69 +1,544 1.31% Q1 2026 May 12, 2026
Gotham Asset Management, LLC History Reduced 113,977 1,882 0.01% 0.01% 70 -14,594 -11.35% Q1 2026 May 15, 2026
Kintayl Capital LP History New 107,015 1,767 0.92% 71 +107,015 New Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History New 101,812 1,681 0.01% 72 +101,812 New Q1 2026 May 07, 2026
WATER ISLAND CAPITAL LLC History New 98,859 1,633 0.18% 73 +98,859 New Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 92,082 1,521 0.0% 0.01% 74 -2,529,730 -96.49% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 88,985 1,470 0.0% 0.0% 75 +77,411 668.84% Q1 2026 May 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 86,300 1,426 0.0% 76 +86,300 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 81,549 1,347 0.0% 0.0% 77 -2,201 -2.63% Q1 2026 May 08, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 80,346 1,327 0.03% 0.03% 78 -10,303 -11.37% Q1 2026 May 13, 2026
WINTON GROUP Ltd History Reduced 75,865 1,253 0.04% 0.05% 79 -23,330 -23.52% Q1 2026 May 12, 2026
LMR Partners LLP History New 74,058 1,223 0.0% 80 +74,058 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 72,284 1,194 0.0% 0.0% 81 +7,293 11.22% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 75,400 1,085 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 59,560 984 0.0% 0.0% 83 -1,527,621 -96.25% Q1 2026 May 15, 2026
SummerHaven Investment Management, LLC History Reduced 56,661 936 0.57% 0.52% 84 -6,633 -10.48% Q1 2026 Apr 24, 2026
South Dakota Investment Council History Reduced 55,160 911 0.02% 0.06% 85 -150,290 -73.15% Q1 2026 May 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 54,986 908 0.0% 0.0% 86 -122,690 -69.05% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History No change 48,413 798 0.01% 0.01% 87 0 0.0% Q1 2026 Apr 20, 2026
Russell Investments Group, Ltd. History Reduced 46,699 771 0.0% 0.01% 88 -335,669 -87.79% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Added to 46,423 766 0.0% 0.0% 89 +11,204 31.81% Q1 2026 May 06, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 45,301 748 0.0% 90 +45,301 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 42,308 698 0.0% 0.0% 91 -38,820 -47.85% Q1 2026 May 14, 2026
HANCOCK WHITNEY CORP History Added to 40,921 646 0.01% 0.01% 92 +748 1.86% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 35,679 589 0.0% 0.0% 93 -544 -1.5% Q1 2026 May 01, 2026
Illinois Municipal Retirement Fund History Added to 32,227 532 0.01% 0.0% 94 +5,486 20.52% Q1 2026 May 05, 2026
Mint Tower Capital Management B.V. History New 31,601 522 0.05% 95 +31,601 New Q1 2026 May 04, 2026
MetLife Investment Management, LLC History Reduced 31,009 512 0.0% 0.0% 96 -350 -1.12% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 30,986 511 0.0% 0.0% 97 -15,854 -33.85% Q1 2026 May 14, 2026
BAILARD, INC. History No change 30,100 497 0.01% 0.01% 98 0 0.0% Q1 2026 May 11, 2026
State of Tennessee, Department of Treasury History Added to 30,046 496 0.0% 0.0% 99 +10,475 53.52% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Reduced 26,581 439 0.01% 0.01% 100 -744 -2.72% Q1 2026 Apr 14, 2026
FourThought Financial Partners, LLC History Added to 26,519 438 0.04% 0.02% 101 +5,942 28.88% Q1 2026 May 07, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 26,206 432 0.02% 0.01% 102 0 0.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 25,646 423 0.02% 103 +25,646 New Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 23,982 396 0.0% 0.0% 104 +218 0.92% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 23,700 391 0.01% 0.01% 105 -400 -1.66% Q1 2026 Apr 20, 2026
Catalyst Funds Management Pty Ltd History New 23,600 389 0.07% 106 +23,600 New Q1 2026 May 11, 2026
CWM, LLC History Added to 23,513 388 0.0% 0.0% 107 +580 2.53% Q1 2026 May 14, 2026
CIBRA Capital Ltd History New 22,518 371 0.18% 108 +22,518 New Q1 2026 Apr 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 21,272 351 0.0% 0.0% 109 -30,663 -59.04% Q1 2026 May 12, 2026
TORONTO DOMINION BANK History New 21,089 348 0.0% 110 +21,089 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 20,877 344 0.0% 111 +20,877 New Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 20,500 338 0.0% 0.0% 112 0 0.0% Q1 2026 May 15, 2026
XTX Topco Ltd History New 19,555 323 0.01% 113 +19,555 New Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 19,308 318 0.0% 114 +19,308 New Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 19,036 314 0.0% 115 +19,036 New Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 18,929 312 0.0% 0.0% 116 -41,133 -68.48% Q1 2026 May 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 17,695 292 0.0% 0.0% 117 +6,935 64.45% Q1 2026 May 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 16,213 273 0.0% 0.0% 118 +3,118 23.81% Q1 2026 Apr 08, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 16,263 269 0.0% 0.0% 119 -1,714 -9.53% Q1 2026 Apr 27, 2026
AMALGAMATED BANK History Added to 15,319 253 0.0% 0.0% 120 +47 0.31% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 15,296 252 0.0% 0.0% 121 +897 6.23% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 15,200 251 0.0% 0.0% 122 -2,400 -13.64% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History New 14,419 238 0.0% 123 +14,419 New Q1 2026 May 05, 2026
CIBC Private Wealth Group LLC History No change 16,460 236 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 14,074 232 0.0% 0.0% 125 +93 0.67% Q1 2026 Apr 24, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 13,693 226 0.0% 0.0% 126 -1,619 -10.57% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History New 13,605 224 0.0% 128 +13,605 New Q1 2026 May 14, 2026
EP Wealth Advisors, LLC History Added to 13,601 224 0.0% 0.0% 127 +1,608 13.41% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,374 220 0.0% 0.0% 129 0 0.0% Q1 2026 Apr 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 13,219 218 0.0% 0.0% 130 +169 1.3% Q1 2026 May 01, 2026
Baron Wealth Management LLC History Reduced 12,862 212 0.06% 0.06% 131 -255 -1.94% Q1 2026 Apr 16, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 12,204 201 0.0% 0.0% 132 +100 0.83% Q1 2026 Apr 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,161 200 0.0% 0.0% 133 0 0.0% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Added to 11,927 197 0.0% 0.0% 134 +11,505 2726.3% Q1 2026 May 01, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,636 175 0.0% 0.0% 135 -4,094 -27.79% Q1 2026 May 08, 2026
Graham Capital Management, L.P. History New 10,555 174 0.0% 136 +10,555 New Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History New 10,554 174 0.0% 137 +10,554 New Q1 2026 Apr 20, 2026
Savant Capital, LLC History New 10,361 171 0.0% 138 +10,361 New Q1 2026 May 04, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 10,059 166 0.0% 0.0% 139 0 0.0% Q1 2026 May 04, 2026
FMR LLC History Reduced 8,909 147 0.0% 0.0% 140 -274,712 -96.86% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 7,781 128 0.01% 0.0% 141 +2,672 52.3% Q1 2026 Apr 06, 2026
EMC Capital Management History No change 7,415 107 0.05% 0.05% 142 0 0.0% Q4 2025 Mar 09, 2026
Tower Research Capital LLC (TRC) History Added to 5,354 88 0.0% 0.0% 143 +70 1.32% Q1 2026 May 15, 2026
STRS OHIO History New 5,200 85 0.0% 144 +5,200 New Q1 2026 Apr 24, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,903 80 0.0% 0.0% 145 +12 0.25% Q1 2026 Apr 30, 2026
Ameritas Investment Partners, Inc. History No change 4,275 70 0.0% 0.0% 146 0 0.0% Q1 2026 May 13, 2026
Versant Capital Management, Inc History Added to 4,198 69 0.01% 0.01% 147 +34 0.82% Q1 2026 Apr 06, 2026
Aquatic Capital Management LLC History New 4,176 68 0.0% 148 +4,176 New Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,056 50 0.0% 0.0% 149 +1,555 103.6% Q1 2026 May 01, 2026
Parallel Advisors, LLC History Added to 3,007 49 0.0% 0.0% 150 +2,926 3612.35% Q1 2026 May 07, 2026
AlphaQuest LLC History No change 3,222 46 0.0% 0.0% 151 0 0.0% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,769 45 0.0% 0.0% 152 -382 -12.12% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,510 41 0.0% 0.0% 153 +90 3.72% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Reduced 2,376 40 0.0% 0.0% 154 -274 -10.34% Q1 2026 Apr 07, 2026
Caitong International Asset Management Co., Ltd History New 1,749 28 0.01% 155 +1,749 New Q1 2026 May 11, 2026
Rockefeller Capital Management L.P. History Reduced 1,510 24 0.0% 0.0% 156 -2,022 -57.25% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,309 21 0.0% 0.0% 157 +48 3.81% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 1,259 20 0.0% 0.0% 158 +264 26.53% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 1,068 18 0.0% 0.0% 159 -1,844 -63.32% Q1 2026 May 15, 2026
USA FINANCIAL FORMULAS History New 1,066 17 0.0% 161 +1,066 New Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,056 17 0.0% 0.0% 160 +42 4.14% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 920 15 0.0% 0.0% 162 -541 -37.03% Q1 2026 Apr 22, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 835 13 0.0% 0.0% 163 -34 -3.91% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 768 12 0.0% 164 +709 1201.69% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 717 11 0.0% 0.0% 165 +49 7.34% Q1 2026 May 14, 2026
Essential Partners LLC History Added to 611 10 0.0% 0.0% 167 +491 409.17% Q1 2026 May 21, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 633 10 0.0% 0.0% 166 +275 76.82% Q1 2026 Apr 28, 2026
FEDERATED HERMES, INC. History Reduced 560 9 0.0% 0.0% 168 -92,991 -99.4% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 502 8 0.01% 0.01% 169 -176 -25.96% Q1 2026 May 05, 2026
Sound Income Strategies, LLC History No change 418 7 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 395 6 0.0% 0.0% 171 +12 3.13% Q1 2026 Apr 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 326 5 0.0% 0.0% 173 -33,078 -99.02% Q1 2026 May 08, 2026
Dogwood Wealth Management LLC History Reduced 318 5 0.0% 0.0% 177 -170 -34.84% Q1 2026 May 12, 2026
SIGNATUREFD, LLC History Added to 349 5 0.0% 0.0% 175 +124 55.11% Q1 2026 Apr 07, 2026
ASSETMARK, INC History Added to 310 5 0.0% 0.0% 174 +77 33.05% Q1 2026 May 06, 2026
UMB Bank, n.a. History No change 313 5 0.0% 0.0% 172 0 0.0% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History No change 336 5 0.0% 0.0% 176 0 0.0% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 285 4 0.0% 0.0% 178 -16,392 -98.29% Q1 2026 May 14, 2026
MAI Capital Management History Added to 187 3 0.0% 0.0% 179 +92 96.84% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 228 3 0.0% 0.0% 180 +12 5.56% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History No change 200 3 0.0% 0.0% 181 0 0.0% Q1 2026 Apr 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 181 2 0.0% 185 +181 New Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 166 2 0.0% 0.0% 182 +46 38.33% Q1 2026 May 07, 2026
Arax Advisory Partners History Reduced 180 2 0.0% 0.0% 183 -33 -15.49% Q1 2026 May 13, 2026
Sunbelt Securities, Inc. History No change 138 2 0.0% 0.0% 184 0 0.0% Q1 2026 May 15, 2026
Optiver Holding B.V. History Reduced 74 1 0.0% 0.0% 188 -128 -63.37% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 110 1 0.0% 0.0% 191 -100 -47.62% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History New 100 1 0.0% 192 +100 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 67 1 0.0% 193 +67 New Q1 2026 Apr 24, 2026
Parkside Financial Bank & Trust History No change 109 1 0.0% 0.0% 186 0 0.0% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 92 1 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 06, 2026
True Wealth Design, LLC History No change 109 1 0.0% 0.0% 189 0 0.0% Q1 2026 Apr 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 75 1 0.0% 0.0% 190 0 0.0% Q1 2026 May 06, 2026
U S GLOBAL INVESTORS INC History Closed out 0 0 2.48% -1,611,228 -100.0% Q1 2026 May 01, 2026
Zimmer Partners, LP History Closed out 0 0 0.4% -1,051,408 -100.0% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.38% -875,650 -100.0% Q1 2026 May 15, 2026
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 1.7% -555,935 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -506,287 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.07% -320,553 -100.0% Q1 2026 May 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -293,149 -100.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -192,989 -100.0% Q1 2026 May 15, 2026
Boston Partners History Closed out 0 0 0.0% -173,138 -100.0% Q1 2026 May 11, 2026
PRIMECAP MANAGEMENT CO/CA/ History Closed out 0 0 0.0% -142,915 -100.0% Q1 2026 May 11, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -122,904 -100.0% Q1 2026 May 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -102,228 -100.0% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.01% -97,282 -100.0% Q1 2026 Apr 14, 2026
Meros Investment Management, LP History Closed out 0 0 0.46% -79,844 -100.0% Q1 2026 May 14, 2026
J. Goldman & Co LP History Closed out 0 0 0.03% -75,435 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -63,526 -100.0% Q1 2026 May 15, 2026
Horizon Investments, LLC History Closed out 0 0 0.01% -42,446 -100.0% Q1 2026 May 14, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.01% -35,598 -100.0% Q1 2026 May 22, 2026
Privium Fund Management (UK) Ltd History Closed out 0 0 0.35% -33,024 -100.0% Q1 2026 May 05, 2026
Watershed Asset Management, L.L.C. History Closed out 0 0 0.41% -30,237 -100.0% Q1 2026 May 06, 2026
Summit Global Investments History Closed out 0 0 0.02% -26,556 -100.0% Q1 2026 May 07, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -22,151 -100.0% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Closed out 0 0 0.0% -17,998 -100.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -15,124 -100.0% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -14,217 -100.0% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -12,755 -100.0% Q1 2026 May 05, 2026
Brookwood Investment Group LLC History Closed out 0 0 0.02% -11,707 -100.0% Q1 2026 May 04, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.01% -9,883 -100.0% Q1 2026 May 07, 2026
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.02% -7,500 -100.0% Q1 2026 May 13, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -4,451 -100.0% Q1 2026 May 07, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,141 -100.0% Q1 2026 May 13, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -385 -100.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -145 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 0.0% -84 -100.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History New 49 0 +49 New Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 36 0 +36 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 35 0 +35 New Q1 2026 May 07, 2026
Kilter Group LLC History Added to 42 0 +33 366.67% Q1 2026 May 14, 2026
Intentional Wealth Strategies, LLC History New 16 0 +16 New Q1 2026 May 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 15 0 +11 275.0% Q1 2026 Apr 21, 2026
SJS Investment Consulting Inc. History New 4 0 +4 New Q1 2026 Apr 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 25 0 0 0.0% Q1 2026 Apr 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 52 0 0 0.0% Q1 2026 Apr 27, 2026
IFP Advisors, Inc History No change 6 0 0 0.0% Q1 2026 Apr 13, 2026
Cedar Mountain Advisors, LLC History No change 55 0 0 0.0% Q1 2026 Apr 30, 2026
Financial Perspectives, Inc History No change 10 0 0 0.0% Q1 2026 May 11, 2026
Ankerstar Wealth, LLC History No change 10 0 0 0.0% Q1 2026 May 13, 2026