SunOpta Inc. - STKL

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
OAKTREE CAPITAL MANAGEMENT LP History No change 20,726,126 134,230 2.05% 1.12% 1 0 0.0% Q1 2026 May 20, 2026
FIL Ltd History New 12,612,784 81,730 0.06% 2 +12,612,784 New Q1 2026 May 15, 2026
COOPERMAN LEON G History Added to 9,300,000 60,264 1.98% 1.14% 3 +246,700 2.72% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 7,213,459 46,743 0.0% 0.0% 4 -695,135 -8.79% Q1 2026 May 13, 2026
NOMURA HOLDINGS INC History Reduced 3,875,097 25,110 0.07% 0.02% 5 -99,793 -2.51% Q1 2026 May 15, 2026
ALPINE ASSOCIATES MANAGEMENT INC. History New 2,969,800 19,244 1.13% 6 +2,969,800 New Q1 2026 Apr 21, 2026
GLAZER CAPITAL, LLC History New 2,941,321 19,060 0.4% 7 +2,941,321 New Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,411,122 15,626 0.0% 0.0% 8 +119,828 5.23% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 4,044,703 15,369 0.0% 0.0% 9 +3,922,024 3196.98% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 2,192,061 14,205 0.01% 0.0% 10 +1,036,191 89.65% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,969,097 12,759 0.0% 0.0% 11 +29,366 1.51% Q1 2026 May 15, 2026
AQR Arbitrage LLC History New 1,783,959 11,560 0.19% 12 +1,783,959 New Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,747,786 11,325 0.0% 0.0% 13 +782,217 81.01% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 1,698,689 11,007 0.01% 14 +1,698,689 New Q1 2026 May 15, 2026
Beryl Capital Management LLC History New 1,508,377 9,774 8.91% 15 +1,508,377 New Q1 2026 May 15, 2026
Trium Capital LLP History New 1,438,474 9,321 6.56% 16 +1,438,474 New Q1 2026 Apr 16, 2026
VANGUARD GROUP INC History No change 2,374,636 9,024 0.0% 0.0% 17 0 0.0% Q4 2025 Jan 29, 2026
GABELLI FUNDS LLC History Added to 1,257,300 8,147 0.06% 0.0% 18 +1,232,300 4929.2% Q1 2026 May 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 1,189,304 7,706 0.16% 0.09% 19 +28,108 2.42% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,078,651 6,989 0.0% 0.0% 20 +772,910 252.8% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,070,046 6,933 0.0% 21 +1,070,046 New Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Reduced 1,000,000 6,480 0.33% 0.44% 22 -1,148,050 -53.45% Q1 2026 May 06, 2026
Qube Research & Technologies Ltd History Added to 963,166 6,241 0.01% 0.0% 23 +881,408 1078.07% Q1 2026 May 15, 2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE History Added to 804,187 5,211 7.08% 6.28% 24 +4,187 0.52% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 779,678 5,052 0.0% 0.0% 25 -11,158 -1.41% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 728,155 4,718 0.0% 0.0% 26 +22,426 3.18% Q1 2026 May 14, 2026
Polar Asset Management Partners Inc. History New 710,000 4,600 0.09% 27 +710,000 New Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 667,546 4,325 0.0% 0.0% 28 +98,943 17.4% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Reduced 648,466 4,202 0.06% 0.05% 29 -175,810 -21.33% Q1 2026 May 14, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History New 646,653 4,190 0.91% 30 +646,653 New Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 577,317 3,741 0.0% 31 +577,317 New Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 565,380 3,663 0.0% 32 +565,380 New Q1 2026 May 08, 2026
Trexquant Investment LP History New 506,346 3,281 0.02% 33 +506,346 New Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History New 501,700 3,251 0.01% 34 +501,700 New Q1 2026 May 14, 2026
Alberta Investment Management Corp History New 500,000 3,240 0.02% 35 +500,000 New Q1 2026 Apr 28, 2026
OMERS ADMINISTRATION Corp History New 489,500 3,171 0.02% 36 +489,500 New Q1 2026 May 15, 2026
ABC ARBITRAGE SA History New 480,024 3,110 0.41% 37 +480,024 New Q1 2026 May 04, 2026
Verition Fund Management LLC History New 477,339 3,093 0.02% 38 +477,339 New Q1 2026 May 15, 2026
Groupe la Francaise History New 450,000 2,916 0.04% 39 +450,000 New Q1 2026 May 21, 2026
JPMORGAN CHASE & CO History Reduced 441,898 2,859 0.0% 0.0% 40 -372,376 -45.73% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 404,822 2,623 0.0% 41 +404,822 New Q1 2026 May 12, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History New 381,415 2,471 0.37% 42 +381,415 New Q1 2026 May 14, 2026
Walnut Level Capital LLC History No change 325,000 2,106 1.79% 0.84% 43 0 0.0% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History New 302,000 1,956 0.02% 44 +302,000 New Q1 2026 May 14, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 300,000 1,944 0.15% 45 +300,000 New Q1 2026 Apr 29, 2026
ExodusPoint Capital Management, LP History New 295,976 1,917 0.02% 46 +295,976 New Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Reduced 269,375 1,745 0.0% 0.0% 47 -11,129 -3.97% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 260,038 1,684 0.0% 0.0% 48 -5,392 -2.03% Q1 2026 Apr 30, 2026
TORONTO DOMINION BANK History New 250,096 1,620 0.0% 49 +250,096 New Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 249,735 1,618 0.12% 50 +249,735 New Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 406,336 1,544 0.01% 0.01% 51 0 0.0% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 235,425 1,525 0.0% 0.0% 52 -11,450 -4.64% Q1 2026 May 05, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 231,610 1,500 0.03% 0.01% 53 -598,625 -72.1% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 229,571 1,487 0.0% 54 +229,571 New Q1 2026 May 14, 2026
Magnetar Financial LLC History New 220,462 1,428 0.01% 55 +220,462 New Q1 2026 May 13, 2026
ARDSLEY ADVISORY PARTNERS LP History Reduced 220,000 1,425 0.18% 0.29% 56 -470,000 -68.12% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 207,017 1,343 0.0% 0.0% 57 +26,337 14.58% Q1 2026 May 15, 2026
OpenArc Corporate Advisory, LLC History No change 206,296 1,336 0.02% 0.01% 58 0 0.0% Q1 2026 May 11, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 205,180 1,329 0.09% 59 +205,180 New Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 203,935 1,321 0.05% 0.0% 60 +172,226 543.15% Q1 2026 May 13, 2026
Swiss National Bank History No change 198,925 1,289 0.0% 0.0% 61 0 0.0% Q1 2026 May 07, 2026
SEI INVESTMENTS CO History Added to 198,571 1,286 0.0% 0.0% 62 +39,990 25.22% Q1 2026 May 13, 2026
WATER ISLAND CAPITAL LLC History New 196,514 1,273 0.14% 63 +196,514 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 185,817 1,204 0.0% 0.0% 64 +157,660 559.93% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Reduced 176,691 1,145 0.07% 0.18% 65 -380,125 -68.27% Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Reduced 162,124 1,050 0.0% 0.0% 66 -10,831 -6.26% Q1 2026 May 15, 2026
ZAZOVE ASSOCIATES LLC History No change 275,000 1,045 0.09% 0.09% 67 0 0.0% Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Added to 155,073 1,004 0.0% 0.0% 68 +37,601 32.01% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 143,754 930 0.0% 0.0% 69 +141,191 5508.82% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 129,720 841 0.0% 0.0% 70 +44,496 52.21% Q1 2026 Apr 08, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 123,236 798 0.33% 0.19% 71 +2,007 1.66% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 118,959 770 0.0% 0.0% 72 -745 -0.62% Q1 2026 May 12, 2026
Rockefeller Capital Management L.P. History Reduced 110,852 718 0.0% 0.01% 73 -2,039,533 -94.85% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 108,318 701 0.0% 0.0% 74 +84,129 347.8% Q1 2026 May 15, 2026
LMR Partners LLP History New 105,580 684 0.0% 75 +105,580 New Q1 2026 May 15, 2026
UBS Group AG History Added to 103,803 672 0.0% 0.0% 76 +47,890 85.65% Q1 2026 May 05, 2026
Legal & General Group Plc History Added to 100,575 650 0.0% 0.0% 77 +7,720 8.31% Q1 2026 May 08, 2026
Tidal Investments LLC History Added to 93,000 602 0.0% 0.0% 78 +2,393 2.64% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 91,542 593 0.0% 0.0% 79 +77,038 531.15% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 88,613 574 0.0% 0.0% 80 +12,435 16.32% Q1 2026 May 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 87,904 569 0.01% 81 +87,904 New Q1 2026 May 15, 2026
Invesco Ltd. History Added to 87,626 567 0.0% 0.0% 82 +10,776 14.02% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 73,661 478 0.0% 0.0% 83 +18,312 33.08% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 70,922 460 0.0% 84 +70,922 New Q1 2026 May 08, 2026
HRT FINANCIAL LP History Added to 70,017 453 0.0% 0.0% 85 +50,519 259.1% Q1 2026 May 14, 2026
K2 PRINCIPAL FUND, L.P. History New 64,304 416 0.03% 86 +64,304 New Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 62,757 406 0.0% 0.0% 87 +51,598 462.39% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 62,496 404 0.0% 0.0% 88 +35,988 135.76% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History No change 57,170 370 0.0% 0.0% 89 0 0.0% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History No change 53,155 344 0.0% 0.0% 90 0 0.0% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Reduced 51,868 336 0.0% 0.0% 91 -86,274 -62.45% Q1 2026 May 08, 2026
Union Bancaire Privee, UBP SA History No change 50,364 326 0.0% 0.0% 92 0 0.0% Q1 2026 Apr 22, 2026
Creative Planning History Added to 49,006 317 0.0% 0.0% 93 +3,238 7.07% Q1 2026 May 12, 2026
RWC Asset Management LLP History No change 47,163 305 0.01% 0.01% 94 0 0.0% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History Added to 45,762 296 0.0% 0.0% 95 +25,631 127.32% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 44,926 291 0.0% 0.0% 96 +460 1.03% Q1 2026 May 15, 2026
SIG North Trading, ULC History Added to 43,622 282 0.01% 0.0% 97 +4,500 11.5% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 43,200 279 0.0% 0.0% 98 -602,093 -93.31% Q1 2026 May 12, 2026
ODDO BHF ASSET MANAGEMENT SAS History New 42,000 272 0.01% 99 +42,000 New Q1 2026 May 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 40,866 264 0.0% 0.0% 100 -69,881 -63.1% Q1 2026 May 11, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 40,495 262 0.0% 0.0% 101 -39,906 -49.63% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 40,550 262 0.0% 0.0% 102 -1,443 -3.44% Q1 2026 May 15, 2026
Cedar Wealth Management, LLC History No change 38,604 250 0.07% 0.04% 103 0 0.0% Q1 2026 May 14, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Reduced 37,500 243 0.07% 0.06% 104 -20,000 -34.78% Q1 2026 Apr 22, 2026
PenderFund Capital Management Ltd. History New 35,277 228 0.04% 105 +35,277 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 34,881 226 0.0% 106 +34,881 New Q1 2026 May 08, 2026
Chicago Partners Investment Group LLC History New 34,711 224 0.01% 107 +34,711 New Q1 2026 May 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 34,573 223 0.0% 0.0% 108 0 0.0% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Reduced 34,101 220 0.0% 0.0% 109 -473,070 -93.28% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History No change 33,909 219 0.0% 0.0% 110 0 0.0% Q1 2026 Apr 28, 2026
Dorsey & Whitney Trust CO LLC History No change 30,000 194 0.01% 0.01% 111 0 0.0% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 27,374 177 0.0% 112 +27,374 New Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 27,031 175 0.0% 0.0% 113 0 0.0% Q1 2026 Apr 29, 2026
SG Americas Securities, LLC History Added to 26,766 173 0.0% 0.0% 114 +8,908 49.88% Q1 2026 Apr 16, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 26,352 170 0.0% 0.0% 115 -3,667 -12.22% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 25,920 167 0.0% 0.0% 116 0 0.0% Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History New 25,424 164 0.0% 118 +25,424 New Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 25,297 164 0.0% 0.0% 117 +859 3.52% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 24,626 159 0.0% 0.0% 119 -20,883 -45.89% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 20,707 134 0.0% 0.0% 120 -44,996 -68.48% Q1 2026 May 12, 2026
SHERBROOKE PARK ADVISERS LLC History No change 34,961 132 0.34% 0.34% 121 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 20,287 131 0.0% 0.0% 122 0 0.0% Q1 2026 May 06, 2026
XTX Topco Ltd History Reduced 19,403 125 0.0% 0.0% 123 -22,376 -53.56% Q1 2026 May 15, 2026
Mariner, LLC History New 19,314 125 0.0% 124 +19,314 New Q1 2026 May 13, 2026
Jain Global LLC History New 19,101 123 0.0% 125 +19,101 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 18,136 117 0.0% 0.0% 126 -192,252 -91.38% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Reduced 17,200 111 0.0% 0.0% 127 -360,871 -95.45% Q1 2026 May 14, 2026
CIBC Asset Management Inc History Added to 17,012 110 0.0% 0.0% 128 +380 2.28% Q1 2026 May 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 16,630 107 0.0% 0.0% 129 -1,239 -6.93% Q1 2026 May 12, 2026
Abundance Wealth Counselors History New 16,161 104 0.01% 130 +16,161 New Q1 2026 Apr 22, 2026
HB Wealth Management, LLC History New 15,737 101 0.0% 132 +15,737 New Q1 2026 Apr 27, 2026
Apollon Wealth Management, LLC History No change 15,672 101 0.0% 0.0% 131 0 0.0% Q1 2026 Apr 22, 2026
Savvy Advisors, Inc. History No change 15,333 99 0.0% 0.0% 133 0 0.0% Q1 2026 May 11, 2026
PRUDENTIAL FINANCIAL INC History New 15,205 98 0.0% 134 +15,205 New Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History New 15,197 98 0.02% 135 +15,197 New Q1 2026 May 11, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 14,891 96 0.0% 0.0% 136 -177,912 -92.28% Q1 2026 May 07, 2026
Scientech Research LLC History New 14,813 95 0.08% 137 +14,813 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 14,452 93 0.0% 0.01% 138 -3,447,768 -99.58% Q1 2026 Apr 22, 2026
BLAIR WILLIAM & CO/IL History Reduced 14,337 92 0.0% 0.01% 139 -1,412,658 -99.0% Q1 2026 May 08, 2026
CWM, LLC History Added to 13,904 90 0.0% 0.0% 140 +10,480 306.07% Q1 2026 May 14, 2026
ProShare Advisors LLC History Reduced 13,884 89 0.0% 0.0% 141 -3,618 -20.67% Q1 2026 Apr 24, 2026
Merit Financial Group, LLC History Added to 13,644 88 0.0% 0.0% 142 +1,116 8.91% Q1 2026 Apr 15, 2026
TWO SIGMA SECURITIES, LLC History New 13,494 87 0.01% 143 +13,494 New Q1 2026 May 15, 2026
R Squared Ltd History Reduced 13,336 86 0.05% 0.03% 144 -2,538 -15.99% Q1 2026 Apr 29, 2026
FMR LLC History Added to 13,154 85 0.0% 0.0% 145 +3,094 30.76% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 12,398 80 0.0% 0.0% 146 -162,995 -92.93% Q1 2026 May 14, 2026
Investment Research Partners LLC History New 11,994 77 0.03% 147 +11,994 New Q1 2026 Apr 29, 2026
Corient Private Wealth LLC History Reduced 11,048 71 0.0% 0.0% 148 -145,447 -92.94% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Reduced 10,687 69 0.0% 0.0% 149 -1,816 -14.52% Q1 2026 Apr 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,580 68 0.0% 150 +10,580 New Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 8,959 58 0.0% 0.0% 151 0 0.0% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 7,838 50 0.0% 0.0% 152 +4,114 110.47% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 7,477 48 0.0% 0.0% 153 -111 -1.46% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 5,182 33 0.0% 0.0% 154 -714 -12.11% Q1 2026 May 15, 2026
North Star Investment Management Corp. History No change 5,173 33 0.0% 0.0% 155 0 0.0% Q1 2026 Apr 23, 2026
EverSource Wealth Advisors, LLC History Reduced 4,333 28 0.0% 0.0% 157 -157 -3.5% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 4,439 28 0.0% 0.0% 156 0 0.0% Q1 2026 Apr 20, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 4,136 26 0.0% 160 +4,136 New Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Reduced 3,958 26 0.0% 0.0% 158 -2,709 -40.63% Q1 2026 May 15, 2026
Parallel Advisors, LLC History No change 4,134 26 0.0% 0.0% 159 0 0.0% Q1 2026 May 07, 2026
CANADA LIFE ASSURANCE Co History No change 4,039 22 0.0% 0.0% 161 0 0.0% Q1 2026 May 14, 2026
STANCE CAPITAL LLC History New 2,388 15 0.01% 162 +2,388 New Q1 2026 May 13, 2026
Versant Capital Management, Inc History New 2,073 13 0.0% 165 +2,073 New Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Reduced 2,106 13 0.0% 0.0% 163 -543 -20.5% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,054 13 0.0% 0.0% 164 0 0.0% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History New 1,904 12 0.0% 166 +1,904 New Q1 2026 May 15, 2026
PlanVest Financial, Inc History New 1,600 10 0.01% 167 +1,600 New Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Reduced 1,256 8 0.0% 0.0% 168 -1,300 -50.86% Q1 2026 May 14, 2026
JPL Wealth Management, LLC History New 1,240 8 0.0% 170 +1,240 New Q1 2026 May 08, 2026
GAMMA Investing LLC History Reduced 1,280 8 0.0% 0.0% 169 -4 -0.31% Q1 2026 Apr 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 990 6 0.0% 0.0% 171 -959 -49.2% Q1 2026 May 01, 2026
WealthCollab, LLC History Reduced 1,017 6 0.0% 0.0% 174 -500 -32.96% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,000 6 0.0% 0.0% 172 0 0.0% Q1 2026 May 07, 2026
Addison Advisors LLC History No change 1,000 6 0.0% 0.0% 173 0 0.0% Q1 2026 May 08, 2026
MAI Capital Management History New 899 5 0.0% 176 +899 New Q1 2026 May 15, 2026
Allworth Financial LP History Added to 875 5 0.0% 0.0% 175 +507 137.77% Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 555 4 0.0% 0.15% 177 -506,209 -99.89% Q1 2026 Apr 28, 2026
Arax Advisory Partners History New 642 4 0.0% 179 +642 New Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 622 4 0.0% 0.0% 178 -35 -5.33% Q1 2026 Apr 22, 2026
Geneos Wealth Management Inc. History No change 500 3 0.0% 0.0% 180 0 0.0% Q1 2026 May 04, 2026
Essential Partners LLC History Added to 373 2 0.0% 185 +336 908.11% Q1 2026 May 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 365 2 0.0% 182 +296 428.99% Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 440 2 0.0% 181 +263 148.59% Q1 2026 May 07, 2026
Smartleaf Asset Management LLC History Added to 394 2 0.0% 0.0% 184 +72 22.36% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History No change 400 2 0.0% 0.0% 183 0 0.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 296 1 0.0% 0.0% 187 -169,308 -99.83% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Reduced 277 1 0.0% 0.0% 186 -3,781 -93.17% Q1 2026 May 13, 2026
Torren Management, LLC History Reduced 208 1 0.0% 0.0% 189 -1,986 -90.52% Q1 2026 Apr 30, 2026
Copia Wealth Management History No change 158 1 0.0% 188 0 0.0% Q1 2026 May 04, 2026
CastleKnight Management LP History Closed out 0 0 0.69% -8,204,844 -100.0% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Closed out 0 0 0.05% -4,274,152 -100.0% Q1 2026 May 13, 2026
Granahan Investment Management, LLC History Closed out 0 0 0.43% -2,670,652 -100.0% Q1 2026 May 15, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 0.1% -2,074,489 -100.0% Q1 2026 May 12, 2026
WYNNEFIELD CAPITAL INC History Closed out 0 0 4.22% -1,975,784 -100.0% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -590,163 -100.0% Q1 2026 May 04, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -459,430 -100.0% Q1 2026 May 15, 2026
Riverwater Partners LLC History Closed out 0 0 0.43% -290,123 -100.0% Q1 2026 May 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -263,556 -100.0% Q1 2026 May 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Closed out 0 0 0.02% -253,778 -100.0% Q1 2026 Apr 30, 2026
Pathstone Holdings, LLC History Closed out 0 0 0.0% -221,178 -100.0% Q1 2026 May 11, 2026
Cruiser Capital Advisors, LLC History Closed out 0 0 0.43% -135,000 -100.0% Q1 2026 May 15, 2026
PDT Partners, LLC History Closed out 0 0 0.03% -114,895 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -106,301 -100.0% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -105,540 -100.0% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History Closed out 0 0 0.0% -70,075 -100.0% Q1 2026 May 05, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.01% -61,624 -100.0% Q1 2026 May 15, 2026
Marex Group plc History Closed out 0 0 0.0% -55,000 -100.0% Q1 2026 May 13, 2026
SCOPUS ASSET MANAGEMENT, L.P. History Closed out 0 0 0.0% -49,164 -100.0% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.0% -48,245 -100.0% Q1 2026 May 15, 2026
Cetera Investment Advisers History Closed out 0 0 0.0% -40,128 -100.0% Q1 2026 May 13, 2026
Quantum Private Wealth, LLC History Closed out 0 0 0.04% -37,623 -100.0% Q1 2026 Apr 27, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -35,032 -100.0% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -34,348 -100.0% Q1 2026 Apr 30, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 0.02% -32,427 -100.0% Q1 2026 Apr 07, 2026
BOYAR ASSET MANAGEMENT INC. History Closed out 0 0 0.06% -26,892 -100.0% Q1 2026 May 08, 2026
LPL Financial LLC History Closed out 0 0 0.0% -25,340 -100.0% Q1 2026 May 06, 2026
Cornerstone Capital, Inc. History Closed out 0 0 0.01% -24,920 -100.0% Q1 2026 May 12, 2026
WEALTH EFFECTS LLC History Closed out 0 0 0.03% -24,500 -100.0% Q1 2026 Apr 21, 2026
Bond & Devick Financial Network, Inc. History Closed out 0 0 0.02% -22,484 -100.0% Q1 2026 Apr 08, 2026
Aspen Grove Capital, LLC History Closed out 0 0 0.01% -22,413 -100.0% Q1 2026 May 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -21,770 -100.0% Q1 2026 Apr 30, 2026
Gotham Asset Management, LLC History Closed out 0 0 0.0% -21,521 -100.0% Q1 2026 May 15, 2026
First Bank & Trust History Closed out 0 0 0.01% -20,668 -100.0% Q1 2026 Apr 10, 2026
Regal Investment Advisors LLC History Closed out 0 0 0.0% -19,765 -100.0% Q1 2026 May 14, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -16,789 -100.0% Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.01% -12,147 -100.0% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -10,574 -100.0% Q1 2026 May 14, 2026
Realta Investment Advisors History Closed out 0 0 0.01% -10,255 -100.0% Q1 2026 Apr 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -8,748 -100.0% Q1 2026 Apr 27, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -3,009 -100.0% Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -1,122 -100.0% Q1 2026 May 12, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -434 -100.0% Q1 2026 May 06, 2026
OSAIC HOLDINGS, INC. History Reduced 33 0 0.0% -366 -91.73% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History New 130 0 +130 New Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 -74 -100.0% Q1 2026 Apr 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 55 0 -55 -50.0% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 48 0 +48 New Q1 2026 May 13, 2026
Sunbelt Securities, Inc. History New 44 0 +44 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 89 0 +36 67.92% Q1 2026 Apr 07, 2026
Garner Asset Management Corp History Closed out 0 0 -20 -100.0% Q1 2026 Apr 28, 2026
True Wealth Design, LLC History New 17 0 +17 New Q1 2026 Apr 13, 2026
IFP Advisors, Inc History Added to 33 0 +16 94.12% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History New 6 0 +6 New Q1 2026 Apr 23, 2026
Wealth Preservation Advisors, LLC History New 6 0 +6 New Q1 2026 May 15, 2026
Leonteq Securities AG History No change 96 0 0 0.0% Q1 2026 Apr 27, 2026
Covestor Ltd History No change 15 0 0 0.0% Q1 2026 May 05, 2026