1ST SOURCE CORP - SRCE

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
1ST SOURCE BANK History Added to 5,179,191 358,451 18.49% 16.94% 1 +9,927 0.19% Q1 2026 May 04, 2026
BlackRock, Inc. History Reduced 1,963,602 135,900 0.0% 0.0% 2 -30,477 -1.53% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,466,060 101,465 0.02% 0.02% 3 +2,034 0.14% Q1 2026 May 07, 2026
VANGUARD GROUP INC History No change 1,316,642 82,276 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 773,321 53,521 0.0% 5 +773,321 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 619,165 42,852 0.0% 0.0% 6 +34,525 5.91% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 562,428 38,925 0.01% 0.01% 7 -128,162 -18.56% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 513,706 35,558 0.0% 0.0% 8 +14,925 2.99% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 464,100 32,120 0.02% 0.01% 9 +68,757 17.39% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 460,422 31,888 0.02% 0.01% 10 +125,248 37.37% Q1 2026 May 18, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 357,320 24,730 0.0% 11 +357,320 New Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 371,032 23,185 0.01% 0.01% 12 -96,811 -20.69% Q1 2026 May 15, 2026
Boston Trust Walden Corp History Reduced 324,077 22,429 0.18% 0.18% 13 -48,005 -12.9% Q1 2026 Apr 24, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 313,741 21,714 0.46% 0.42% 14 -4,992 -1.57% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 244,571 16,926 0.01% 0.01% 15 -3,256 -1.31% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 214,068 14,815 0.3% 0.29% 16 -7,253 -3.28% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 183,887 12,726 0.0% 0.0% 17 +8,000 4.55% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 173,700 12,021 0.0% 0.0% 18 +4,997 2.96% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 148,879 10,303 0.03% 0.03% 19 -5,410 -3.51% Q1 2026 May 15, 2026
UBS Group AG History Added to 143,796 9,952 0.0% 0.0% 20 +21,146 17.24% Q1 2026 May 05, 2026
FMR LLC History Added to 126,172 8,732 0.0% 0.0% 21 +7,949 6.72% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 122,814 8,499 0.01% 0.01% 22 -26,313 -17.64% Q1 2026 May 14, 2026
DENALI ADVISORS LLC History Reduced 119,600 8,277 0.92% 0.84% 23 -1,000 -0.83% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 117,216 8,112 0.0% 24 +117,216 New Q1 2026 May 08, 2026
Empowered Funds, LLC History New 108,997 7,543 0.05% 25 +108,997 New Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 105,002 7,267 0.0% 0.0% 26 -1,700 -1.59% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Reduced 104,833 7,255 0.01% 0.01% 27 -56,657 -35.08% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 102,785 7,113 0.0% 0.0% 28 +51,191 99.22% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 102,228 7,075 0.0% 0.0% 29 -3,077 -2.92% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 97,462 6,745 0.01% 0.0% 30 +49,560 103.46% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 91,534 6,335 0.0% 0.0% 31 +1,998 2.23% Q1 2026 May 15, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 86,200 5,965 0.18% 0.19% 32 +1,500 1.77% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 67,320 4,659 0.0% 0.0% 33 +22,905 51.57% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 67,012 4,637 0.0% 0.0% 34 +51,697 337.56% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 58,669 4,060 0.0% 0.0% 35 +2,986 5.36% Q1 2026 May 15, 2026
ISTHMUS PARTNERS, LLC History Reduced 55,931 3,870 0.41% 0.41% 36 -2,525 -4.32% Q1 2026 Apr 29, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 51,762 3,582 0.5% 0.43% 37 +3,726 7.76% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 49,123 3,399 0.0% 0.0% 38 -1,768 -3.47% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 43,713 3,025 0.0% 0.0% 39 -67,659 -60.75% Q1 2026 Apr 30, 2026
Edgestream Partners, L.P. History Added to 42,833 2,964 0.1% 0.02% 41 +29,732 226.94% Q1 2026 May 18, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 42,827 2,964 0.0% 0.0% 40 -25,262 -37.1% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 42,947 2,944 0.0% 0.0% 42 -40,165 -48.33% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 42,110 2,914 0.0% 0.0% 43 +24,019 132.77% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 39,317 2,719 0.0% 0.01% 44 -30,918 -44.02% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 38,151 2,640 0.0% 0.0% 45 -37,811 -49.78% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 37,299 2,581 0.0% 0.0% 46 -1,000 -2.61% Q1 2026 May 06, 2026
CITADEL ADVISORS LLC History Added to 36,655 2,536 0.0% 0.0% 47 +26,071 246.32% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 36,559 2,530 0.0% 0.0% 48 -1,937 -5.03% Q1 2026 May 12, 2026
Swiss National Bank History No change 36,289 2,511 0.0% 0.0% 49 0 0.0% Q1 2026 May 07, 2026
Dean Capital Management History Added to 36,226 2,507 1.04% 0.87% 50 +3,556 10.88% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 33,349 2,309 0.0% 0.0% 51 +2,840 9.31% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 32,943 2,279 0.0% 0.0% 52 +520 1.6% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Added to 32,378 2,241 0.0% 0.0% 53 +21,254 191.06% Q1 2026 Apr 16, 2026
HRT FINANCIAL LP History New 31,434 2,175 0.01% 54 +31,434 New Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Reduced 30,973 2,156 0.0% 0.0% 55 -1,141 -3.55% Q1 2026 Apr 30, 2026
JANE STREET GROUP, LLC History Added to 29,664 2,053 0.0% 0.0% 56 +17,734 148.65% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 28,429 1,967 0.0% 0.0% 57 -22,069 -43.7% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 28,120 1,946 0.0% 0.0% 58 -192 -0.68% Q1 2026 May 12, 2026
Values First Advisors, Inc. History Reduced 27,944 1,934 1.01% 0.91% 59 -58 -0.21% Q1 2026 Apr 17, 2026
Linden Thomas Advisory Services, LLC History Added to 27,506 1,903 0.18% 0.17% 60 +154 0.56% Q1 2026 Apr 10, 2026
ROYAL BANK OF CANADA History Reduced 26,972 1,867 0.0% 0.0% 61 -400 -1.46% Q1 2026 May 15, 2026
Indiana Trust & Investment Management Co History Reduced 26,194 1,812 0.56% 0.5% 62 -965 -3.55% Q1 2026 Apr 28, 2026
PRUDENTIAL FINANCIAL INC History Added to 25,651 1,775 0.0% 0.0% 63 +12,465 94.53% Q1 2026 May 13, 2026
Jackson Creek Investment Advisors LLC History Reduced 25,321 1,752 0.52% 0.48% 64 -572 -2.21% Q1 2026 May 05, 2026
Point72 Asset Management, L.P. History Added to 25,198 1,743 0.0% 0.0% 65 +16,555 191.54% Q1 2026 May 15, 2026
Rosenthal | Henry Capital Advisors, Inc. History No change 25,000 1,730 1.69% 1.45% 66 0 0.0% Q1 2026 Apr 24, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 24,415 1,689 0.04% 0.06% 67 -13,117 -34.95% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History New 23,524 1,628 0.0% 68 +23,524 New Q1 2026 May 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 22,344 1,546 0.0% 0.0% 69 -1,531 -6.41% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 20,451 1,415 0.0% 70 +20,451 New Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 20,427 1,413 0.0% 0.0% 71 +1,014 5.22% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 19,778 1,368 0.0% 0.0% 72 +15,481 360.27% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 19,261 1,333 0.0% 0.0% 73 +1,538 8.68% Q1 2026 May 06, 2026
Legato Capital Management LLC History Added to 18,892 1,307 0.12% 0.09% 74 +1,652 9.58% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 18,625 1,289 0.01% 0.0% 75 +1,793 10.65% Q1 2026 Apr 30, 2026
CM Management, LLC History No change 17,500 1,211 1.01% 0.92% 76 0 0.0% Q1 2026 May 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 16,919 1,170 0.0% 0.0% 77 -137 -0.8% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 16,429 1,137 0.0% 0.0% 78 -258 -1.55% Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 16,202 1,121 0.0% 79 +16,202 New Q1 2026 May 08, 2026
CITIGROUP INC History Added to 15,314 1,059 0.0% 0.0% 80 +1,604 11.7% Q1 2026 May 11, 2026
Legal & General Group Plc History Reduced 14,152 979 0.0% 0.0% 81 -2,490 -14.96% Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 13,800 955 0.0% 0.0% 82 0 0.0% Q1 2026 May 15, 2026
Creative Planning History Added to 13,547 937 0.0% 0.0% 83 +2,432 21.88% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 12,793 885 0.0% 0.0% 84 -3,775 -22.78% Q1 2026 May 04, 2026
Rafferty Asset Management, LLC History Added to 11,476 794 0.0% 0.0% 85 +775 7.24% Q1 2026 May 15, 2026
Ellsworth Advisors, LLC History Added to 11,139 770 0.14% 0.14% 86 +293 2.7% Q1 2026 Apr 16, 2026
Midwest Trust Co History Reduced 10,837 750 0.01% 0.01% 87 -450 -3.99% Q1 2026 May 01, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 10,447 723 0.06% 88 +10,447 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 10,223 707 0.0% 0.0% 89 -93 -0.9% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 9,961 689 0.0% 0.0% 90 +1,108 12.52% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Reduced 9,325 645 0.0% 0.0% 91 -3,175 -25.4% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 9,026 624 0.0% 0.0% 92 -352 -3.75% Q1 2026 May 04, 2026
KLP KAPITALFORVALTNING AS History Added to 8,800 609 0.0% 0.0% 93 +4,900 125.64% Q1 2026 Apr 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,676 600 0.0% 0.0% 94 +69 0.8% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 8,554 592 0.01% 0.01% 95 0 0.0% Q1 2026 May 15, 2026
Trexquant Investment LP History New 8,544 591 0.0% 96 +8,544 New Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 8,024 555 0.0% 97 +8,024 New Q1 2026 May 15, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 7,863 544 0.15% 0.19% 98 -3,691 -31.95% Q1 2026 May 11, 2026
Allspring Global Investments Holdings, LLC History Added to 7,595 533 0.0% 0.0% 99 +772 11.31% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 7,674 531 0.0% 0.0% 100 -22 -0.29% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 7,602 526 0.02% 0.01% 101 +3,950 108.16% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 7,497 518 0.0% 0.0% 102 +932 14.2% Q1 2026 May 15, 2026
Inspire Investing, LLC History Reduced 7,398 512 0.04% 0.04% 103 -48 -0.64% Q1 2026 Apr 23, 2026
ALPS ADVISORS INC History Added to 7,307 505 0.0% 0.0% 104 +32 0.44% Q1 2026 May 08, 2026
EntryPoint Capital, LLC History No change 7,214 499 0.15% 0.18% 105 0 0.0% Q1 2026 May 14, 2026
Voleon Capital Management LP History Reduced 6,299 435 0.01% 0.02% 106 -6,714 -51.59% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 6,241 431 0.0% 0.0% 107 +2,764 79.49% Q1 2026 May 15, 2026
Granite Investment Partners, LLC History Added to 6,101 422 0.03% 0.02% 108 +709 13.15% Q1 2026 Apr 30, 2026
FIFTH THIRD BANCORP History Reduced 6,088 421 0.0% 0.0% 109 -170 -2.72% Q1 2026 May 01, 2026
Man Group plc History Reduced 5,821 402 0.0% 0.0% 110 -6,112 -51.22% Q1 2026 May 15, 2026
CWM, LLC History Reduced 5,771 399 0.0% 0.0% 112 -509 -8.11% Q1 2026 May 14, 2026
Mariner, LLC History Reduced 5,778 399 0.0% 0.0% 111 -2 -0.03% Q1 2026 May 13, 2026
North Star Investment Management Corp. History No change 5,349 370 0.02% 0.02% 113 0 0.0% Q1 2026 Apr 23, 2026
Quantbot Technologies LP History Added to 5,266 364 0.01% 0.0% 114 +3,719 240.4% Q1 2026 May 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 5,234 362 0.0% 0.0% 115 +622 13.49% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 5,784 361 0.02% 0.02% 116 0 0.0% Q4 2025 Feb 09, 2026
Brevan Howard Capital Management LP History New 5,119 354 0.0% 117 +5,119 New Q1 2026 May 15, 2026
Pathstone Holdings, LLC History No change 5,100 352 0.0% 0.0% 118 0 0.0% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 5,033 348 0.0% 0.0% 119 -90 -1.76% Q1 2026 May 01, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,893 345 0.0% 0.0% 120 +244 5.25% Q1 2026 Apr 08, 2026
&PARTNERS History No change 4,956 343 0.0% 0.0% 121 0 0.0% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 4,716 326 0.01% 0.01% 122 +8 0.17% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 4,675 323 0.0% 0.0% 123 -1,569 -25.13% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,659 322 0.0% 0.0% 124 0 0.0% Q1 2026 Apr 29, 2026
Sterling Capital Management LLC History Reduced 4,641 321 0.01% 0.01% 125 -2,776 -37.43% Q1 2026 Apr 22, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 4,635 320 0.0% 0.0% 126 -2,390 -34.02% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 4,517 312 0.0% 0.0% 127 +1,136 33.6% Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 4,335 300 0.0% 128 +4,335 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,321 299 0.0% 0.0% 129 -86 -1.95% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Reduced 4,011 277 0.0% 0.0% 130 -3,949 -49.61% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 3,994 276 0.0% 133 +3,994 New Q1 2026 May 08, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 3,993 276 0.04% 0.04% 132 -1,318 -24.82% Q1 2026 Apr 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,991 276 0.01% 0.01% 131 0 0.0% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History New 3,951 273 0.0% 134 +3,951 New Q1 2026 Apr 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,920 271 0.0% 0.0% 135 -242 -5.81% Q1 2026 May 12, 2026
Jump Financial, LLC History Reduced 3,900 269 0.0% 0.01% 136 -6,270 -61.65% Q1 2026 May 14, 2026
Harbour Trust & Investment Management Co History No change 3,758 260 0.03% 0.02% 137 0 0.0% Q1 2026 Apr 28, 2026
Curi Capital, LLC History No change 3,753 259 0.0% 0.0% 138 0 0.0% Q1 2026 May 15, 2026
nVerses Capital, LLC History New 3,682 254 0.23% 139 +3,682 New Q1 2026 May 13, 2026
Centiva Capital, LP History New 3,614 250 0.0% 140 +3,614 New Q1 2026 May 14, 2026
AMI INVESTMENT MANAGEMENT INC History No change 3,440 238 0.05% 0.05% 141 0 0.0% Q1 2026 Apr 15, 2026
Squarepoint Ops LLC History Reduced 3,390 234 0.0% 0.0% 142 -11,861 -77.77% Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History New 3,300 228 0.01% 143 +3,300 New Q1 2026 Apr 30, 2026
Entropy Technologies, LP History New 3,300 228 0.01% 144 +3,300 New Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 3,287 227 0.0% 0.0% 145 -9,877 -75.03% Q1 2026 May 11, 2026
Pictet Asset Management Holding SA History New 3,277 226 0.0% 146 +3,277 New Q1 2026 Apr 22, 2026
Argent Trust Co History New 3,159 218 0.01% 147 +3,159 New Q1 2026 May 13, 2026
XTX Topco Ltd History New 3,113 215 0.0% 148 +3,113 New Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 3,074 212 0.0% 0.0% 149 -2,099 -40.58% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 2,970 205 0.0% 0.0% 150 -753 -20.23% Q1 2026 Apr 27, 2026
Financial Life Planners History New 2,853 197 0.15% 151 +2,853 New Q1 2026 Apr 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,550 186 0.0% 0.0% 152 0 0.0% Q1 2026 May 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 2,155 149 0.0% 0.0% 153 0 0.0% Q1 2026 May 08, 2026
CANADA LIFE ASSURANCE Co History No change 1,850 129 0.0% 0.0% 154 0 0.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 1,832 126 0.0% 0.0% 155 +1,509 467.18% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,675 116 0.0% 0.0% 156 0 0.0% Q1 2026 Apr 27, 2026
Ameritas Investment Partners, Inc. History No change 1,546 106 0.0% 0.0% 157 0 0.0% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,301 90 0.0% 0.0% 158 -92 -6.6% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,300 88 0.0% 0.0% 159 +168 14.84% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,216 84 0.0% 0.0% 160 -1 -0.08% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 1,088 75 0.0% 161 +1,076 8966.67% Q1 2026 May 11, 2026
CX Institutional History Added to 1,019 71 0.0% 0.0% 162 +5 0.49% Q1 2026 Apr 06, 2026
State of Alaska, Department of Revenue History No change 982 67 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 20, 2026
Rockefeller Capital Management L.P. History Added to 919 63 0.0% 0.0% 164 +730 386.24% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 855 59 0.0% 0.0% 165 +8 0.94% Q1 2026 May 14, 2026
Rossby Financial, LCC History No change 806 56 0.01% 0.02% 166 0 0.0% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 625 43 0.0% 0.0% 167 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 595 41 0.0% 0.0% 168 +30 5.31% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 502 34 0.0% 0.0% 169 -76 -13.15% Q1 2026 May 11, 2026
Frazier Financial Advisors, LLC History No change 494 34 0.02% 0.02% 170 0 0.0% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History No change 409 28 0.0% 0.0% 171 0 0.0% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 321 22 0.0% 0.0% 172 +65 25.39% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 319 22 0.0% 0.0% 173 +37 13.12% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Added to 302 20 0.0% 0.0% 174 +25 9.03% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 248 17 0.0% 0.0% 175 0 0.0% Q1 2026 Apr 28, 2026
Versant Capital Management, Inc History Added to 219 15 0.0% 0.0% 176 +41 23.03% Q1 2026 Apr 06, 2026
Addison Advisors LLC History No change 220 15 0.0% 0.0% 177 0 0.0% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 235 14 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 12, 2026
MONETARY MANAGEMENT GROUP INC History New 202 13 0.0% 179 +202 New Q1 2026 May 13, 2026
Tacita Capital Inc History New 193 13 0.01% 180 +193 New Q1 2026 May 07, 2026
Parallel Advisors, LLC History Added to 174 12 0.0% 0.0% 181 +30 20.83% Q1 2026 Jun 02, 2026
Arax Advisory Partners History Reduced 132 9 0.0% 0.0% 182 -1,261 -90.52% Q1 2026 May 13, 2026
Covestor Ltd History Added to 139 9 0.01% 0.0% 183 +8 6.11% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 114 8 0.0% 0.0% 185 +6 5.56% Q1 2026 Apr 07, 2026
SIGNATUREFD, LLC History No change 120 8 0.0% 0.0% 184 0 0.0% Q1 2026 Apr 07, 2026
Essential Partners LLC History Reduced 106 7 0.0% 0.0% 186 -140 -56.91% Q1 2026 May 21, 2026
SBI Securities Co., Ltd. History Reduced 101 6 0.0% 0.0% 187 -18 -15.13% Q1 2026 Apr 27, 2026
Optiver Holding B.V. History Added to 80 5 0.0% 0.0% 189 +52 185.71% Q1 2026 Jun 02, 2026
Allworth Financial LP History Added to 84 5 0.0% 0.0% 188 +40 90.91% Q1 2026 May 14, 2026
Quarry LP History Reduced 63 4 0.0% 0.0% 190 -86 -57.72% Q1 2026 May 15, 2026
COMERICA BANK History No change 55 3 0.0% 0.0% 191 0 0.0% Q4 2025 Jan 29, 2026
Root Financial Partners, LLC History New 35 2 0.0% 196 +35 New Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 35 2 0.0% 0.0% 192 -4 -10.26% Q1 2026 May 07, 2026
Parkside Financial Bank & Trust History No change 30 2 0.0% 0.0% 193 0 0.0% Q1 2026 May 13, 2026
IFP Advisors, Inc History No change 36 2 0.0% 0.0% 194 0 0.0% Q1 2026 Apr 13, 2026
Ares Financial Consulting, LLC History No change 32 2 0.0% 0.0% 195 0 0.0% Q1 2026 Apr 02, 2026
MAI Capital Management History Added to 23 1 0.0% 198 +10 76.92% Q1 2026 May 15, 2026
Bare Financial Services, Inc History Added to 15 1 0.0% 201 +7 87.5% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 19 1 0.0% 0.0% 197 +1 5.56% Q1 2026 Apr 30, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 19 1 0.0% 0.0% 199 0 0.0% Q1 2026 May 13, 2026
True Wealth Design, LLC History No change 24 1 0.0% 0.0% 200 0 0.0% Q1 2026 Apr 13, 2026
Cornerstone Financial Management LLC History No change 25 1 0.0% 0.0% 202 0 0.0% Q1 2026 May 08, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.04% -26,281 -100.0% Q1 2026 Apr 27, 2026
Kelman-Lazarov, Inc. History Closed out 0 0 0.21% -23,406 -100.0% Q1 2026 Apr 27, 2026
IFG Advisory, LLC History Closed out 0 0 0.04% -15,592 -100.0% Q1 2026 May 12, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.0% -9,213 -100.0% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -7,125 -100.0% Q1 2026 May 08, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -6,977 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -3,384 -100.0% Q1 2026 Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -3,241 -100.0% Q1 2026 Apr 27, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -1,764 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -582 -100.0% Q1 2026 May 08, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 01, 2026
Eurizon Capital SGR S.p.A. History Closed out 0 0 0.0% -76 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -49 -100.0% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 14, 2026
Physician Wealth Advisors, Inc. History New 9 0 +9 New Q1 2026 Apr 24, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 -4 -100.0% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 11 0 0 0.0% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
SageView Advisory Group, LLC History No change 10 0 0 0.0% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History No change 1 0 0 0.0% Q1 2026 May 12, 2026
Bruce G. Allen Investments, LLC History No change 5 0 0 0.0% Q1 2026 May 08, 2026