STARWOOD PROPERTY TRUST, INC. - STWD

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.
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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 35,253,859 607,071 0.01% 0.01% 1 +407,014 1.17% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 32,798,284 590,697 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 15,592,547 268,503 0.01% 3 +15,592,547 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 15,096,105 259,954 0.01% 4 +15,096,105 New Q1 2026 May 08, 2026
STATE STREET CORP History Added to 11,804,339 208,818 0.01% 0.01% 5 +280,131 2.43% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 7,425,251 127,862 0.01% 0.01% 6 -189,485 -2.49% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,591,526 113,533 0.01% 0.01% 7 +185,107 2.89% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 5,710,784 98,360 0.02% 0.02% 8 -151,361 -2.58% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 5,431,995 93,538 0.01% 0.01% 9 +96,567 1.81% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 5,256,362 90,514 0.07% 0.13% 10 +319,644 6.47% Q1 2026 May 15, 2026
NORGES BANK History No change 4,174,202 75,177 0.01% 0.01% 11 0 0.0% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History Added to 4,004,158 68,951 0.8% 0.78% 12 +301,223 8.13% Q1 2026 May 01, 2026
HighTower Advisors, LLC History Added to 2,799,801 48,212 0.05% 0.03% 13 +1,144,793 69.17% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Added to 2,721,506 46,864 0.01% 0.01% 14 +51,099 1.91% Q1 2026 May 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,628,711 45,266 0.01% 0.01% 15 -11,850 -0.45% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,568,377 44,227 0.01% 0.01% 16 +113,839 4.64% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 2,447,603 42,147 0.01% 0.01% 17 -27,572 -1.11% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 2,248,464 39,055 0.0% 0.0% 18 -689,940 -23.48% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 2,167,317 37,321 0.01% 19 +2,167,317 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,957,590 33,709 0.0% 0.0% 20 +24,286 1.26% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,948,252 33,548 0.0% 0.0% 21 +1,632,111 516.26% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 1,746,800 31,459 0.06% 0.06% 22 0 0.0% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,767,528 30,436 0.04% 0.03% 23 +505,458 40.05% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 1,606,897 27,670 0.0% 0.0% 24 -4,780 -0.3% Q1 2026 May 12, 2026
Portman Square Capital LLP History Added to 1,566,893 26,981 1.04% 0.95% 25 +376,493 31.63% Q1 2026 Apr 27, 2026
VAN ECK ASSOCIATES CORP History Reduced 1,424,257 24,526 0.02% 0.02% 26 -927 -0.07% Q1 2026 May 15, 2026
UBS Group AG History Reduced 1,304,121 22,456 0.0% 0.01% 27 -831,088 -38.92% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History Added to 1,257,017 21,645 0.01% 0.01% 28 +33,782 2.76% Q1 2026 May 13, 2026
Leeward Investments, LLC - MA History Reduced 1,177,955 20,284 1.0% 1.11% 29 -35,341 -2.91% Q1 2026 Apr 17, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 1,157,515 19,932 1.28% 1.06% 30 +240,312 26.2% Q1 2026 May 06, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,118,559 19,261 0.0% 0.0% 31 +356,341 46.75% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 916,496 15,782 0.0% 0.0% 32 +35,694 4.05% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 907,859 15,633 0.01% 0.01% 33 +9,137 1.02% Q1 2026 May 12, 2026
CapWealth Advisors, LLC History New 873,703 15,045 1.12% 34 +873,703 New Q1 2026 May 05, 2026
Rockefeller Capital Management L.P. History Added to 855,604 14,733 0.03% 0.02% 35 +91,336 11.95% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 816,379 14,058 0.0% 0.0% 36 +216,351 36.06% Q1 2026 May 04, 2026
GROUP ONE TRADING LLC History Added to 777,800 13,393 0.03% 0.02% 37 +171,600 28.31% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 777,465 13,387 0.01% 0.01% 38 +28,722 3.84% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 764,957 13,172 0.01% 0.01% 39 +161,049 26.67% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 761,291 13,109 0.0% 0.01% 40 -365,662 -32.45% Q1 2026 Apr 30, 2026
LPL Financial LLC History Reduced 719,771 12,394 0.0% 0.0% 41 -64,332 -8.2% Q1 2026 May 06, 2026
Swiss National Bank History Added to 696,365 11,991 0.01% 0.01% 42 +8,700 1.27% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Reduced 681,157 11,729 0.0% 0.0% 43 -352,702 -34.12% Q1 2026 May 15, 2026
NFC Investments, LLC History Reduced 672,514 11,581 3.22% 3.48% 44 -11,375 -1.66% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 672,416 11,579 0.03% 0.03% 45 -2,046 -0.3% Q1 2026 May 08, 2026
Columbus Macro, LLC History Added to 651,930 11,226 1.2% 0.98% 46 +153,089 30.69% Q1 2026 Apr 21, 2026
HRT FINANCIAL LP History Added to 623,803 10,741 0.03% 0.03% 47 +55,851 9.83% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Reduced 623,614 10,738 0.01% 0.01% 48 -374,293 -37.51% Q1 2026 May 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 622,391 10,717 0.01% 0.01% 49 -46,951 -7.01% Q1 2026 May 06, 2026
Seneca House Advisors History Added to 621,728 10,706 4.25% 3.94% 50 +36,886 6.31% Q1 2026 May 01, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 618,784 10,655 0.02% 0.01% 51 +390,000 170.47% Q1 2026 May 14, 2026
Focus Partners Wealth History Reduced 618,591 10,652 0.01% 0.01% 52 -82,710 -11.79% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 533,383 9,184 0.04% 0.03% 53 +2,808 0.53% Q1 2026 May 05, 2026
D. E. Shaw & Co., Inc. History Added to 529,682 9,121 0.01% 0.0% 54 +379,182 251.95% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 478,661 8,242 0.0% 0.0% 55 -42,821 -8.21% Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 454,388 8,183 0.0% 0.0% 56 -39,664 -8.03% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Added to 426,765 7,348 0.02% 0.02% 57 +8,975 2.15% Q1 2026 Apr 24, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 422,460 7,274 0.01% 0.01% 58 +90,377 27.22% Q1 2026 May 15, 2026
WINTON GROUP Ltd History Added to 419,338 7,221 0.25% 0.05% 59 +334,757 395.78% Q1 2026 May 12, 2026
IMC-Chicago, LLC History Reduced 404,333 6,962 0.0% 0.0% 60 -57,485 -12.45% Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 393,990 6,784 0.01% 0.01% 61 -159,084 -28.76% Q1 2026 May 12, 2026
FIRST TRUST ADVISORS LP History Reduced 358,683 6,176 0.0% 0.01% 62 -62,376 -14.81% Q1 2026 May 13, 2026
SkyOak Wealth, LLC History Added to 346,798 5,971 1.09% 1.01% 63 +33,655 10.75% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Reduced 338,177 5,823 0.01% 0.01% 64 -34,660 -9.3% Q1 2026 Apr 16, 2026
Kestra Advisory Services, LLC History Added to 331,004 5,699 0.02% 0.02% 65 +128,300 63.29% Q1 2026 Apr 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 318,267 5,480 0.01% 0.01% 66 -16,212 -4.85% Q1 2026 May 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 317,206 5,462 0.12% 0.12% 67 +24,278 8.29% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 309,342 5,326 0.0% 68 +309,342 New Q1 2026 May 08, 2026
Sargent Investment Group, LLC History Added to 292,573 5,038 0.66% 0.62% 69 +18,011 6.56% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 289,910 4,992 0.01% 0.01% 70 -210,768 -42.1% Q1 2026 Apr 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 286,990 4,942 0.0% 0.0% 71 +26,324 10.1% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 285,280 4,913 0.0% 0.0% 72 +28,818 11.24% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 294,391 4,860 0.01% 0.0% 73 +94,987 47.64% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 271,841 4,681 0.0% 0.0% 74 -5,313 -1.92% Q1 2026 May 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 265,990 4,580 0.22% 0.21% 75 +12,356 4.87% Q1 2026 May 18, 2026
NATIXIS ADVISORS, LLC History Reduced 248,411 4,278 0.01% 0.01% 76 -15,684 -5.94% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Added to 238,875 4,119 0.01% 0.01% 77 +4,242 1.81% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 241,632 4,117 0.0% 0.0% 78 +236,941 5050.97% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 238,319 4,104 0.01% 0.01% 79 -12,210 -4.87% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 237,978 4,097 0.01% 0.0% 80 +144,195 153.75% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 237,658 4,092 0.04% 0.04% 81 +26,959 12.8% Q1 2026 Apr 20, 2026
Pathstone Holdings, LLC History Reduced 230,102 3,964 0.02% 0.02% 82 -9,126 -3.81% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Reduced 226,300 3,896 0.0% 0.0% 83 -612,625 -73.03% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History Reduced 221,300 3,810 0.0% 0.0% 84 -261,500 -54.16% Q1 2026 May 14, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 214,523 3,694 0.23% 0.29% 85 -56,734 -20.92% Q1 2026 May 04, 2026
Oak Thistle LLC History Added to 212,437 3,658 0.36% 0.2% 86 +133,840 170.29% Q1 2026 Apr 10, 2026
Edgemoor Investment Advisors, Inc. History Added to 206,984 3,564 0.28% 0.27% 87 +12,460 6.41% Q1 2026 May 13, 2026
Truvestments Capital LLC History Added to 204,572 3,522 0.64% 0.64% 88 +9,467 4.85% Q1 2026 May 13, 2026
HBK INVESTMENTS L P History New 200,000 3,444 0.03% 89 +200,000 New Q1 2026 May 15, 2026
Carmel Capital Partners, LLC History Added to 197,863 3,407 1.23% 1.15% 90 +16,187 8.91% Q1 2026 Apr 30, 2026
Waterloo Capital, L.P. History Added to 195,300 3,363 0.24% 0.25% 91 +3,689 1.93% Q1 2026 May 12, 2026
Grange Capital, LLC History Reduced 193,534 3,332 3.32% 4.44% 92 -63,333 -24.66% Q1 2026 Apr 28, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 191,620 3,299 0.2% 0.21% 93 -8,487 -4.24% Q1 2026 May 11, 2026
RFG Advisory, LLC History Added to 189,624 3,265 0.06% 0.06% 94 +1,827 0.97% Q1 2026 Apr 17, 2026
Edgestream Partners, L.P. History Reduced 181,347 3,122 0.1% 0.18% 95 -172,495 -48.75% Q1 2026 May 18, 2026
1832 Asset Management L.P. History Reduced 178,662 3,076 0.0% 0.01% 96 -300,000 -62.67% Q1 2026 May 14, 2026
Lido Advisors, LLC History Added to 172,943 3,062 0.01% 0.01% 97 +4,746 2.82% Q1 2026 May 13, 2026
Argosy-Lionbridge Management, LLC History Reduced 176,250 3,035 2.13% 2.86% 98 -75,000 -29.85% Q1 2026 May 15, 2026
OmniStar Financial Group, Inc. History Added to 175,049 3,013 1.56% 0.41% 99 +136,569 354.91% Q1 2026 May 15, 2026
United Advisor Group, LLC History Added to 173,717 2,991 0.37% 0.36% 100 +12,389 7.68% Q1 2026 Apr 17, 2026
MetLife Investment Management, LLC History Added to 171,206 2,948 0.02% 0.01% 101 +1,147 0.67% Q1 2026 May 14, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 171,158 2,947 0.03% 0.03% 102 +24,867 17.0% Q1 2026 Apr 27, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 169,789 2,923 0.01% 103 +169,789 New Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 169,287 2,915 0.0% 0.0% 104 +15,831 10.32% Q1 2026 May 13, 2026
Creative Planning History Added to 165,971 2,858 0.0% 0.0% 105 +33,383 25.18% Q1 2026 May 12, 2026
Holocene Advisors, LP History New 163,755 2,819 0.01% 106 +163,755 New Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 162,106 2,791 0.01% 0.01% 107 +50,492 45.24% Q1 2026 Apr 30, 2026
Blue Owl Capital Holdings LP History New 158,545 2,730 0.73% 108 +158,545 New Q1 2026 May 14, 2026
CITIGROUP INC History Added to 157,878 2,718 0.0% 0.0% 109 +50,104 46.49% Q1 2026 May 11, 2026
JANUS HENDERSON GROUP PLC History No change 157,748 2,717 0.0% 0.0% 110 0 0.0% Q1 2026 May 18, 2026
Twin Lakes Capital Management, LLC History Reduced 157,765 2,716 1.24% 1.39% 111 -15,365 -8.87% Q1 2026 May 18, 2026
AMALGAMATED BANK History Added to 157,417 2,711 0.02% 0.02% 112 +3,887 2.53% Q1 2026 May 08, 2026
Focused Wealth Management, Inc History Reduced 157,131 2,705 0.28% 0.33% 113 -18,116 -10.34% Q1 2026 Apr 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 155,551 2,678 0.0% 0.0% 114 +54,627 54.13% Q1 2026 May 15, 2026
KBC Group NV History Added to 151,774 2,614 0.01% 0.01% 115 +7,266 5.03% Q1 2026 May 07, 2026
Treasurer of the State of North Carolina History Added to 148,009 2,549 0.01% 0.01% 116 +3,151 2.18% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 147,292 2,536 0.02% 0.02% 117 0 0.0% Q1 2026 Apr 29, 2026
BARCLAYS PLC History Reduced 146,409 2,521 0.0% 0.0% 118 -299,933 -67.2% Q1 2026 May 14, 2026
Walleye Trading LLC History Reduced 145,900 2,512 0.0% 0.0% 119 -12,500 -7.89% Q1 2026 May 08, 2026
Squarepoint Ops LLC History Added to 145,797 2,510 0.0% 0.0% 120 +23,754 19.46% Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 137,551 2,477 0.01% 0.01% 121 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 143,207 2,466 0.0% 0.0% 122 0 0.0% Q1 2026 May 06, 2026
Vanguard Global Advisers, LLC History New 141,429 2,435 0.0% 123 +141,429 New Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 141,197 2,431 0.0% 0.0% 124 +3,377 2.45% Q1 2026 May 15, 2026
Kestra Investment Management, LLC History Reduced 138,677 2,388 0.04% 0.07% 126 -12,885 -8.5% Q1 2026 May 11, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 138,725 2,388 0.18% 0.17% 125 +3,305 2.44% Q1 2026 Apr 13, 2026
XTX Topco Ltd History Reduced 138,660 2,387 0.04% 0.11% 127 -88,285 -38.9% Q1 2026 May 15, 2026
AVENIR CORP History Reduced 136,193 2,345 0.29% 0.27% 128 -565 -0.41% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 135,628 2,335 0.0% 0.0% 129 -42,229 -23.74% Q1 2026 Apr 27, 2026
Kovack Advisors, Inc. History Added to 135,108 2,314 0.12% 0.06% 130 +65,566 94.28% Q1 2026 May 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 133,404 2,297 0.03% 0.03% 131 -11,470 -7.92% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 130,586 2,249 0.0% 0.0% 132 -5,615 -4.12% Q1 2026 May 08, 2026
GraniteShares Advisors LLC History Reduced 130,387 2,245 1.62% 1.59% 133 -14,933 -10.28% Q1 2026 Apr 23, 2026
Janney Montgomery Scott LLC History Reduced 128,540 2,213 0.01% 0.01% 134 -1,737 -1.33% Q1 2026 Apr 22, 2026
Baird Financial Group, Inc. History Added to 125,559 2,162 0.0% 0.0% 135 +7,665 6.5% Q1 2026 May 14, 2026
Bleakley Financial Group, LLC History Added to 123,748 2,130 0.03% 0.03% 136 +17,222 16.17% Q1 2026 May 04, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 122,959 2,117 0.36% 0.26% 137 +41,919 51.73% Q1 2026 Apr 30, 2026
State of Tennessee, Department of Treasury History No change 118,750 2,044 0.01% 0.01% 138 0 0.0% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 116,893 2,013 0.0% 0.0% 139 -10,943 -8.56% Q1 2026 Apr 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 116,830 2,012 0.0% 0.0% 140 +4,689 4.18% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 116,735 2,010 0.02% 0.02% 141 -5,530 -4.52% Q1 2026 Apr 24, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 116,529 2,006 0.0% 0.01% 142 -98,339 -45.77% Q1 2026 May 11, 2026
Premier Fund Managers Ltd History No change 115,000 1,998 0.14% 0.12% 143 0 0.0% Q1 2026 May 14, 2026
CORRADO ADVISORS, LLC History Added to 115,711 1,992 1.04% 0.94% 144 +11,438 10.97% Q1 2026 Apr 30, 2026
HUB Investment Partners, LLC History Reduced 114,961 1,979 0.05% 0.07% 145 -39,362 -25.51% Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History Added to 111,355 1,970 0.05% 0.05% 146 +192 0.17% Q1 2026 May 14, 2026
One William Street Capital Management, L.P. History New 114,000 1,963 0.17% 147 +114,000 New Q1 2026 May 14, 2026
Aljian Capital Management, LLC History No change 112,633 1,939 0.4% 0.4% 148 0 0.0% Q1 2026 Apr 29, 2026
GFS Advisors, LLC History Reduced 13,500 1,909 0.24% 0.44% 149 -193,295 -93.47% Q1 2026 Apr 30, 2026
Parallel Advisors, LLC History Reduced 110,745 1,907 0.03% 0.04% 150 -326 -0.29% Q1 2026 May 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 109,124 1,879 0.01% 0.01% 151 -2,433 -2.18% Q1 2026 May 14, 2026
&PARTNERS History Added to 100,134 1,814 0.01% 0.0% 152 +48,537 94.07% Q1 2026 May 15, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 103,450 1,781 0.23% 0.19% 153 +15,750 17.96% Q1 2026 Apr 13, 2026
SlateStone Wealth, LLC History Added to 103,100 1,775 0.15% 0.14% 154 +11,173 12.15% Q1 2026 May 14, 2026
Collar Capital Management, LLC History Added to 101,262 1,743 1.13% 1.19% 155 +2,111 2.13% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Added to 100,900 1,737 0.03% 0.03% 156 +4,600 4.78% Q1 2026 Apr 20, 2026
Riverview Capital Advisers, LLC History Reduced 98,021 1,687 0.56% 0.59% 157 -10,986 -10.08% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 96,689 1,664 0.01% 0.01% 158 -579 -0.6% Q1 2026 May 01, 2026
Penserra Capital Management LLC History Added to 95,561 1,645 0.02% 0.02% 159 +2,590 2.79% Q1 2026 May 11, 2026
Adams Asset Advisors, LLC History Added to 95,177 1,638 0.18% 0.15% 160 +30,647 47.49% Q1 2026 Apr 27, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 92,120 1,586 0.01% 0.01% 161 0 0.0% Q1 2026 May 04, 2026
Vanguard Investments Australia, Ltd. History New 89,432 1,540 0.0% 162 +89,432 New Q1 2026 May 08, 2026
Aviance Capital Partners, LLC History Added to 88,582 1,525 0.18% 0.18% 163 +1,000 1.14% Q1 2026 May 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 84,358 1,522 0.03% 164 +84,358 New Q1 2026 May 01, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 87,221 1,501 0.01% 0.01% 165 +109 0.13% Q1 2026 May 01, 2026
CIBC Bancorp USA Inc. History New 86,113 1,482 0.0% 166 +86,113 New Q1 2026 May 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 85,840 1,478 0.0% 0.0% 167 -194 -0.23% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Added to 85,700 1,475 0.01% 0.02% 168 +10,130 13.4% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 85,394 1,470 0.08% 0.09% 169 -2,210 -2.52% Q1 2026 May 07, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 83,800 1,443 0.01% 0.01% 170 +1,500 1.82% Q1 2026 May 04, 2026
Sunbelt Securities, Inc. History Added to 82,768 1,425 0.09% 0.08% 171 +20,240 32.37% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 77,400 1,364 0.01% 0.01% 172 +3,000 4.03% Q1 2026 Apr 29, 2026
Cercano Management LLC History No change 79,029 1,360 0.06% 0.05% 173 0 0.0% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 77,987 1,342 0.02% 0.02% 174 +102 0.13% Q1 2026 May 08, 2026
Handelsbanken Fonder AB History No change 77,197 1,329 0.0% 0.0% 175 0 0.0% Q1 2026 Apr 28, 2026
Bramshill Investments, LLC History Reduced 75,810 1,305 0.11% 0.08% 176 -499 -0.65% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 75,674 1,303 0.0% 0.0% 177 -20,305 -21.16% Q1 2026 May 12, 2026
Apella Capital, LLC History New 71,756 1,301 0.02% 178 +71,756 New Q1 2026 Apr 20, 2026
AM INVESTMENT STRATEGIES LLC History Added to 73,722 1,269 0.28% 0.27% 179 +1,816 2.53% Q1 2026 Apr 29, 2026
Diversify Advisory Services, LLC History Reduced 69,392 1,252 0.19% 0.05% 180 -14,800 -17.58% Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 42,614 1,245 0.0% 0.0% 181 -160,802 -79.05% Q1 2026 May 12, 2026
Apollon Wealth Management, LLC History Added to 72,116 1,241 0.02% 0.02% 182 +5,114 7.63% Q1 2026 Apr 22, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 71,800 1,236 0.04% 0.04% 183 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 71,374 1,229 0.02% 0.02% 184 +2,100 3.03% Q1 2026 Apr 29, 2026
Almitas Capital LLC History No change 71,000 1,222 0.28% 0.28% 185 0 0.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 70,737 1,218 0.0% 0.03% 186 -767,075 -91.56% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Added to 70,426 1,212 0.02% 0.02% 187 +2,357 3.46% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 67,367 1,150 0.01% 0.01% 188 +3,285 5.13% Q1 2026 Apr 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 65,905 1,134 0.01% 0.01% 189 +7,090 12.05% Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History Added to 65,530 1,128 0.03% 0.04% 190 +332 0.51% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History Added to 65,505 1,127 0.01% 0.01% 191 +16,243 32.97% Q1 2026 May 06, 2026
Carnegie Lake Advisors LLC History Reduced 64,693 1,114 0.44% 0.5% 193 -8,206 -11.26% Q1 2026 Apr 29, 2026
D.A. DAVIDSON & CO. History Reduced 64,710 1,114 0.01% 0.01% 192 -3,247 -4.78% Q1 2026 May 05, 2026
ALLSTATE CORP History New 64,430 1,109 0.01% 194 +64,430 New Q1 2026 May 11, 2026
BOSTON FAMILY OFFICE LLC History Added to 63,475 1,093 0.07% 0.06% 195 +10,470 19.75% Q1 2026 May 13, 2026
Register Financial Advisors LLC History Reduced 62,490 1,076 0.4% 0.45% 196 -1,983 -3.08% Q1 2026 Apr 15, 2026
NEOS Investment Management LLC History Added to 60,911 1,048 0.01% 0.0% 197 +16,470 37.06% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Reduced 60,690 1,045 0.03% 0.12% 198 -158,541 -72.32% Q1 2026 May 15, 2026
WealthBridge Capital Management, LLC History Added to 60,071 1,034 0.24% 0.21% 199 +8,509 16.5% Q1 2026 Apr 17, 2026
PFG Investments, LLC History Reduced 57,713 993 0.05% 0.05% 200 -1,764 -2.97% Q1 2026 Apr 27, 2026
Pictet Asset Management Holding SA History Added to 57,251 985 0.0% 0.0% 201 +2,715 4.98% Q1 2026 Apr 22, 2026
HB Wealth Management, LLC History Reduced 56,881 979 0.01% 0.01% 202 -11,841 -17.23% Q1 2026 Apr 27, 2026
Greenland Capital Management LP History New 56,000 964 0.12% 203 +56,000 New Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 55,890 962 0.01% 0.01% 204 +8,482 17.89% Q1 2026 Apr 23, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 54,919 945 0.0% 0.0% 205 -409,697 -88.18% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 54,178 932 0.0% 0.01% 206 -306,394 -84.97% Q1 2026 May 13, 2026
Private Advisor Group, LLC History Reduced 54,099 931 0.0% 0.01% 207 -21,849 -28.77% Q1 2026 Apr 24, 2026
Stratos Wealth Advisors, LLC History Reduced 54,029 930 0.06% 0.05% 208 -732 -1.34% Q1 2026 Apr 28, 2026
GoalVest Advisory LLC History Added to 53,884 927 0.18% 0.15% 209 +9,464 21.31% Q1 2026 Apr 13, 2026
XPONANCE LLC History Added to 51,615 888 0.01% 0.01% 210 +10,081 24.27% Q1 2026 May 13, 2026
WJ Financial Advisors LLC History Added to 51,337 884 0.71% 0.68% 211 +9,212 21.87% Q1 2026 May 04, 2026
BANK OF MONTREAL /CAN/ History Added to 51,204 881 0.0% 0.0% 212 +1,370 2.75% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 50,209 864 0.0% 0.02% 213 -187,785 -78.9% Q1 2026 May 08, 2026
FMR LLC History Reduced 49,881 858 0.0% 0.0% 214 -37,335 -42.81% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 49,469 851 0.01% 0.0% 215 +49,375 52526.6% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 49,075 845 0.01% 0.0% 216 +38,587 367.92% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 46,128 830 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 06, 2026
Icon Wealth Advisors, LLC History Added to 45,947 829 0.05% 0.05% 218 +6,459 16.36% Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 47,296 814 0.0% 0.0% 219 +1,000 2.16% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 47,164 812 0.0% 0.0% 220 +1,468 3.21% Q1 2026 May 14, 2026
WealthTrust Axiom LLC History Added to 46,854 806 0.2% 0.21% 221 +2,311 5.19% Q1 2026 May 11, 2026
NewEdge Wealth, LLC History Added to 46,769 805 0.01% 0.01% 222 +732 1.59% Q1 2026 May 13, 2026
Palogic Value Management, L.P. History Added to 46,258 796 0.34% 0.34% 223 +591 1.29% Q1 2026 May 15, 2026
MidFirst Bank History No change 46,000 792 0.07% 0.07% 224 0 0.0% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 45,220 778 0.01% 0.01% 225 +7,152 18.79% Q1 2026 Apr 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 45,512 777 0.05% 0.04% 226 +9,670 26.98% Q1 2026 May 01, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 45,035 775 0.02% 0.03% 227 -7,927 -14.97% Q1 2026 May 11, 2026
DigitalBridge Group, Inc. History Added to 44,800 771 0.05% 0.06% 228 +3,200 7.69% Q1 2026 May 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 42,448 770 0.35% 0.37% 229 -2,119 -4.75% Q1 2026 Apr 23, 2026
Mitsubishi UFJ Trust & Banking Corp History New 44,554 767 0.0% 230 +44,554 New Q1 2026 May 12, 2026
Ethic Inc. History Reduced 44,287 762 0.01% 0.01% 231 -2,966 -6.28% Q1 2026 Apr 27, 2026
Boston Partners History Reduced 42,950 760 0.0% 0.0% 232 -41 -0.1% Q1 2026 May 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 43,360 746 0.01% 0.0% 233 +11,752 37.18% Q1 2026 May 07, 2026
Cerity Partners LLC History Reduced 43,042 741 0.0% 0.0% 234 -19,263 -30.92% Q1 2026 May 15, 2026
CenterStar Asset Management, LLC History New 42,903 738 0.09% 235 +42,903 New Q1 2026 May 01, 2026
Accel Wealth Management History Added to 42,819 737 0.19% 0.21% 236 +295 0.69% Q1 2026 Apr 08, 2026
E&G Advisors, LP History Reduced 42,784 736 0.16% 0.17% 237 -500 -1.16% Q1 2026 Apr 21, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 42,715 735 0.0% 0.0% 238 +13,974 48.62% Q1 2026 May 11, 2026
Fiduciary Group, LLC History Added to 42,679 734 0.06% 0.05% 239 +8,373 24.41% Q1 2026 May 11, 2026
BROWN ADVISORY INC History Reduced 41,752 718 0.0% 0.0% 240 -5,680 -11.98% Q1 2026 May 15, 2026
Kingsview Wealth Management, LLC History Added to 41,236 710 0.01% 0.01% 241 +10,043 32.2% Q1 2026 May 12, 2026
Carson Advisory Inc. History No change 40,457 696 0.36% 0.38% 242 0 0.0% Q1 2026 May 07, 2026
Pacer Advisors, Inc. History Reduced 40,078 690 0.0% 0.0% 243 -1,552 -3.73% Q1 2026 May 06, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 40,000 688 0.0% 0.03% 244 -1,085,000 -96.44% Q1 2026 May 15, 2026
InTrack Investment Management Inc History Added to 38,799 668 0.38% 0.37% 245 +2,512 6.92% Q1 2026 Apr 06, 2026
MML INVESTORS SERVICES, LLC History Reduced 38,777 667 0.0% 0.0% 246 -1,866 -4.59% Q1 2026 May 04, 2026
VISION FINANCIAL MARKETS LLC History Reduced 37,700 649 0.63% 0.77% 247 -4,000 -9.59% Q1 2026 Apr 24, 2026
TRUIST FINANCIAL CORP History Added to 37,297 642 0.0% 0.0% 248 +3,862 11.55% Q1 2026 Apr 27, 2026
Red Spruce Capital, LLC History No change 37,123 639 0.26% 0.27% 249 0 0.0% Q1 2026 Apr 09, 2026
Mutual Advisors, LLC History Reduced 36,553 629 0.01% 0.01% 250 -55 -0.15% Q1 2026 May 01, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 36,230 623 0.01% 0.0% 251 +22,278 159.68% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Added to 34,984 602 0.01% 0.01% 252 +475 1.38% Q1 2026 Apr 20, 2026
Amundi History Added to 34,743 598 0.0% 0.0% 253 +14,021 67.66% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 34,591 595 0.01% 0.02% 254 +400 1.17% Q1 2026 Apr 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 33,888 583 0.0% 0.0% 255 +14,330 73.27% Q1 2026 May 15, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 33,660 579 0.01% 0.01% 256 0 0.0% Q1 2026 Apr 30, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 33,595 578 0.39% 0.39% 257 +1,115 3.43% Q1 2026 May 13, 2026
Equitable Holdings, Inc. History Added to 32,755 575 0.0% 0.0% 258 +20,681 171.29% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Added to 32,675 558 0.01% 0.01% 259 +1,009 3.19% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 30,717 543 0.01% 0.1% 260 -82,655 -72.91% Q1 2026 Apr 27, 2026
DEUTSCHE BANK AG\ History Added to 30,931 532 0.0% 0.0% 261 +1,831 6.29% Q1 2026 May 06, 2026
Miller Global Investments, LLC History Added to 30,790 530 0.49% 0.5% 262 +221 0.72% Q1 2026 Apr 06, 2026
Baker Ellis Asset Management LLC History No change 30,735 529 0.06% 0.07% 263 0 0.0% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO History Reduced 30,150 520 0.01% 0.01% 264 -60 -0.2% Q1 2026 Apr 28, 2026
UMB Bank, n.a. History Added to 30,124 518 0.01% 0.01% 265 +2,017 7.18% Q1 2026 May 11, 2026
Crusonia Wealth Advisors LLC History New 30,016 516 0.11% 266 +30,016 New Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 29,758 512 0.0% 0.0% 267 +2,316 8.44% Q1 2026 May 08, 2026
PROMETHIUM ADVISORS,LLC History Added to 28,847 510 0.26% 0.29% 268 +210 0.73% Q1 2026 Apr 22, 2026
Vestmark Advisory Solutions, Inc. History Reduced 29,217 503 0.01% 0.03% 269 -82,655 -73.88% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 28,989 499 0.0% 0.0% 270 +14,357 98.12% Q1 2026 Apr 30, 2026
MCF Advisors LLC History No change 28,842 496 0.02% 0.03% 271 0 0.0% Q1 2026 May 11, 2026
Bank OZK History No change 28,700 494 0.17% 0.18% 272 0 0.0% Q1 2026 May 13, 2026
Element Wealth, LLC History Added to 28,586 492 0.2% 0.2% 273 +962 3.48% Q1 2026 May 04, 2026
Pinion Investment Advisors, LLC History Added to 28,389 488 0.11% 0.1% 274 +5,210 22.48% Q1 2026 Apr 24, 2026
SVRN Asset Management, LLC History No change 28,200 485 0.47% 0.42% 275 0 0.0% Q1 2026 May 12, 2026
World Investment Advisors History Added to 28,137 484 0.01% 0.01% 276 +75 0.27% Q1 2026 Apr 27, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 27,800 478 0.0% 0.0% 277 +11,900 74.84% Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Reduced 27,649 476 0.01% 0.01% 279 -2,416 -8.04% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 27,671 476 0.0% 0.0% 278 -322 -1.15% Q1 2026 May 11, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 27,240 469 0.26% 0.24% 280 0 0.0% Q1 2026 Apr 20, 2026
SIGNATUREFD, LLC History Reduced 27,044 465 0.01% 0.01% 281 -39 -0.14% Q1 2026 Apr 07, 2026
Freestone Grove Partners LP History New 26,699 459 0.0% 284 +26,699 New Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History Added to 26,645 459 0.0% 0.0% 282 +8,188 44.36% Q1 2026 Apr 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 26,674 459 0.02% 0.02% 283 +24 0.09% Q1 2026 May 14, 2026
COMMERCE BANK History Added to 26,611 458 0.0% 0.0% 285 +3,318 14.24% Q1 2026 May 11, 2026
Cresset Asset Management, LLC History Reduced 25,310 447 0.0% 0.0% 286 -22,622 -47.2% Q1 2026 May 15, 2026
Wealth Quarterback LLC History Added to 25,930 446 0.18% 0.16% 287 +1,520 6.23% Q1 2026 Apr 09, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 25,664 441 0.2% 0.2% 289 +559 2.23% Q1 2026 Apr 22, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 25,659 441 0.02% 0.02% 288 +350 1.38% Q1 2026 May 01, 2026
DAVENPORT & Co LLC History Reduced 25,525 439 0.0% 0.0% 290 -1,500 -5.55% Q1 2026 Apr 15, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 24,715 437 0.04% 0.09% 291 -31,010 -55.65% Q1 2026 Apr 30, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 24,153 434 0.0% 0.0% 292 -38,101 -61.2% Q1 2026 Apr 30, 2026
Aubrey Capital Management Ltd History Reduced 25,000 430 0.23% 0.39% 293 -28,600 -53.36% Q1 2026 May 05, 2026
Vanguard Personalized Indexing Management, LLC History Added to 24,962 429 0.0% 0.0% 294 +2,784 12.55% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 24,781 426 0.0% 0.0% 295 +4,179 20.28% Q1 2026 May 14, 2026
Red Door Wealth Management, LLC History No change 24,575 423 0.04% 0.05% 296 0 0.0% Q1 2026 Apr 22, 2026
Brevan Howard Capital Management LP History New 24,540 422 0.0% 297 +24,540 New Q1 2026 May 15, 2026
Samalin Investment Counsel, LLC History Added to 23,747 408 0.14% 0.14% 298 +2,437 11.44% Q1 2026 Apr 22, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 23,575 405 0.17% 0.19% 299 -1,000 -4.07% Q1 2026 May 01, 2026
Focus Financial Network, Inc. History Added to 23,573 405 0.01% 0.01% 300 +344 1.48% Q1 2026 Apr 14, 2026
CWM, LLC History Added to 22,963 395 0.0% 0.0% 301 +541 2.41% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 22,855 393 0.01% 0.01% 302 +3,112 15.76% Q1 2026 May 15, 2026
Morey & Quinn Wealth Partners, LLC History No change 22,568 388 0.28% 0.29% 303 0 0.0% Q1 2026 Apr 21, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 22,324 384 0.12% 0.09% 304 +6,269 39.05% Q1 2026 Apr 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 22,123 381 0.0% 0.0% 305 0 0.0% Q1 2026 May 14, 2026
Rathbones Group PLC History No change 21,990 378 0.0% 0.0% 306 0 0.0% Q1 2026 May 12, 2026
Meridian Wealth Management, LLC History No change 21,895 377 0.01% 0.01% 307 0 0.0% Q1 2026 May 06, 2026
CHICAGO TRUST Co NA History Added to 21,800 375 0.06% 0.05% 308 +4,000 22.47% Q1 2026 Apr 24, 2026
Swiss Life Asset Management Ltd History Added to 21,722 374 0.0% 0.0% 309 +5,792 36.36% Q1 2026 May 14, 2026
MQS Management LLC History Added to 21,620 372 0.25% 0.19% 310 +3,412 18.74% Q1 2026 Apr 23, 2026
Federation des caisses Desjardins du Quebec History Reduced 21,270 366 0.0% 0.0% 311 -6,238 -22.68% Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 21,179 364 0.0% 0.0% 312 -1,485 -6.55% Q1 2026 May 13, 2026
Prospera Financial Services Inc History Added to 21,183 364 0.01% 0.01% 313 +686 3.35% Q1 2026 Apr 14, 2026
TRB Wealth Management, LLC History New 20,000 354 0.05% 314 +20,000 New Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 20,538 353 0.0% 0.0% 315 +2,796 15.76% Q1 2026 May 05, 2026
Vantage Financial Partners, LLC History No change 19,268 347 0.07% 0.07% 316 0 0.0% Q4 2025 Feb 03, 2026
Fisher Asset Management, LLC History New 20,014 344 0.0% 318 +20,014 New Q1 2026 May 05, 2026
Callodine Capital Management, LP History Reduced 20,000 344 0.02% 0.06% 317 -19,360 -49.19% Q1 2026 May 15, 2026
Westbourne Investment Advisors, Inc. History Added to 19,800 340 0.1% 0.09% 319 +1,500 8.2% Q1 2026 Apr 28, 2026
Arax Advisory Partners History Added to 19,235 331 0.01% 0.01% 320 +112 0.59% Q1 2026 May 13, 2026
Provenance Wealth Advisors, LLC History No change 19,248 331 0.04% 0.04% 321 0 0.0% Q1 2026 Apr 20, 2026
WCG Wealth Advisors LLC History Reduced 19,192 330 0.01% 0.01% 322 -272 -1.4% Q1 2026 May 12, 2026
DRW Securities, LLC History Added to 18,939 326 0.0% 0.01% 323 +6,978 58.34% Q1 2026 May 13, 2026
DnB Asset Management AS History New 18,836 324 0.0% 324 +18,836 New Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 18,643 321 0.0% 0.0% 325 +7,304 64.41% Q1 2026 Apr 30, 2026
Leo Wealth, LLC History Reduced 18,525 319 0.02% 0.03% 326 -3,816 -17.08% Q1 2026 May 05, 2026
REGIONS FINANCIAL CORP History Added to 18,350 315 0.0% 0.0% 327 +1,000 5.76% Q1 2026 May 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 18,233 313 0.0% 328 +18,233 New Q1 2026 May 15, 2026
Utah Retirement Systems History No change 18,156 312 0.0% 0.0% 329 0 0.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Reduced 18,057 311 0.01% 0.05% 330 -54,149 -74.99% Q1 2026 May 14, 2026
DoubleLine ETF Adviser LP History Reduced 18,060 310 0.12% 0.12% 331 -4,286 -19.18% Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History No change 17,849 307 0.01% 0.01% 332 0 0.0% Q1 2026 May 04, 2026
Advisory Services Network, LLC History Added to 17,658 304 0.0% 0.0% 333 +4,103 30.27% Q1 2026 May 15, 2026
MeadowBrook Investment Advisors LLC History Added to 17,570 302 0.27% 0.25% 334 +1,005 6.07% Q1 2026 Apr 22, 2026
Acorn Wealth Advisors, LLC History Added to 17,456 300 0.09% 0.09% 335 +221 1.28% Q1 2026 Apr 30, 2026
M&T BANK CORP History Added to 16,346 281 0.0% 0.0% 336 +5,523 51.03% Q1 2026 May 12, 2026
Norris Financial Group, LLC History Reduced 16,254 279 0.09% 0.53% 338 -70,848 -81.34% Q1 2026 May 20, 2026
GENTRY PRIVATE WEALTH, LLC History Added to 16,212 279 0.17% 0.15% 337 +2,813 20.99% Q1 2026 May 05, 2026
Empowered Funds, LLC History New 16,161 278 0.0% 339 +16,161 New Q1 2026 May 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 15,350 264 0.01% 0.04% 340 -31,000 -66.88% Q1 2026 Apr 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,050 259 0.02% 0.02% 341 0 0.0% Q1 2026 May 12, 2026
Formidable Asset Management, LLC History Reduced 14,372 258 0.04% 0.05% 342 -3,224 -18.32% Q1 2026 Apr 22, 2026
Essex Financial Services, Inc. History Reduced 14,642 252 0.01% 0.02% 343 -129 -0.87% Q1 2026 Apr 24, 2026
Kingstone Capital Partners Texas, LLC History Added to 14,446 249 0.15% 0.12% 344 +3,116 27.5% Q1 2026 May 05, 2026
PRINCIPAL SECURITIES, INC. History Reduced 14,313 246 0.0% 0.0% 345 -3,569 -19.96% Q1 2026 May 13, 2026
Regal Investment Advisors LLC History New 14,127 243 0.01% 346 +14,127 New Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 14,059 242 0.0% 0.01% 347 -9,174 -39.49% Q1 2026 Apr 22, 2026
ProShare Advisors LLC History Added to 13,962 240 0.0% 0.0% 348 +1 0.01% Q1 2026 Apr 24, 2026
ALPS ADVISORS INC History Reduced 13,896 239 0.0% 0.0% 349 -1,448 -9.44% Q1 2026 May 08, 2026
Fifth Third Wealth Advisors LLC History Added to 13,825 238 0.01% 0.01% 350 +439 3.28% Q1 2026 Apr 17, 2026
Westmount Partners, LLC History Added to 13,777 237 0.06% 0.06% 351 +102 0.75% Q1 2026 Apr 16, 2026
Boxwood Ventures, Inc. History Reduced 13,341 236 0.25% 0.31% 352 -3,452 -20.56% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Reduced 13,600 234 0.0% 0.0% 353 -14,806 -52.12% Q1 2026 May 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 13,480 232 0.0% 354 +13,480 New Q1 2026 Apr 13, 2026
Tradition Wealth Management, LLC History New 13,156 226 0.02% 355 +13,156 New Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 13,068 225 0.0% 0.0% 356 +2,647 25.4% Q1 2026 May 15, 2026
WMG Financial Advisors, LLC History Reduced 13,007 223 0.09% 0.1% 357 -1,000 -7.14% Q1 2026 Apr 23, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 12,725 219 0.01% 0.01% 358 -836 -6.16% Q1 2026 May 13, 2026
COFG Advisors, LLC History Added to 12,421 213 0.05% 0.05% 359 +241 1.98% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Added to 12,341 212 0.0% 0.0% 360 +1,501 13.85% Q1 2026 Apr 30, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 12,299 211 0.08% 0.08% 361 +338 2.83% Q1 2026 Apr 09, 2026
Summit Trail Advisors, LLC History New 12,088 208 0.0% 362 +12,088 New Q1 2026 May 12, 2026
Gateway Wealth Partners, LLC History New 12,022 207 0.01% 363 +12,022 New Q1 2026 May 15, 2026
B. Riley Wealth Advisors, Inc. History Added to 61,256 204 0.01% 0.01% 364 +51,212 509.88% Q1 2026 Apr 24, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 11,667 200 0.13% 0.15% 365 -371 -3.08% Q1 2026 Apr 27, 2026
BECK CAPITAL MANAGEMENT, LLC History Reduced 11,614 199 0.05% 0.19% 367 -32,263 -73.53% Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History No change 11,569 199 0.0% 0.0% 366 0 0.0% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Reduced 11,545 198 0.0% 0.0% 368 -2,580 -18.27% Q1 2026 May 14, 2026
Cetera Trust Company, N.A History Reduced 11,455 197 0.11% 0.12% 369 -1,350 -10.54% Q1 2026 May 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 11,325 195 0.0% 0.0% 371 -6 -0.05% Q1 2026 May 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 11,362 195 0.0% 0.0% 370 0 0.0% Q1 2026 May 15, 2026
Bayforest Capital Ltd History Added to 11,216 193 0.22% 0.02% 375 +9,727 653.26% Q1 2026 Apr 15, 2026
Meridian Wealth Advisors, LLC History Reduced 11,250 193 0.03% 0.03% 373 -2,700 -19.35% Q1 2026 May 11, 2026
Quantum Portfolio Management LLC History Reduced 11,217 193 0.08% 0.1% 374 -1,489 -11.72% Q1 2026 May 01, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 11,260 193 0.04% 0.05% 372 -1,400 -11.06% Q1 2026 Apr 15, 2026
RiverFront Investment Group, LLC History No change 11,100 191 0.0% 0.0% 376 0 0.0% Q1 2026 May 11, 2026
FineMark National Bank & Trust History No change 10,454 188 0.01% 0.01% 377 0 0.0% Q4 2025 Feb 12, 2026
Crumly & Associates Inc. History No change 10,962 188 0.04% 0.04% 378 0 0.0% Q1 2026 Apr 02, 2026
JENNISON ASSOCIATES LLC History Reduced 10,882 187 0.0% 0.0% 379 -488 -4.29% Q1 2026 May 06, 2026
Hoxton Planning & Management, LLC History New 10,842 186 0.06% 381 +10,842 New Q1 2026 Apr 20, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 10,849 186 0.06% 0.07% 380 0 0.0% Q1 2026 Apr 23, 2026
Allworth Financial LP History Added to 10,761 185 0.0% 0.0% 382 +2,445 29.4% Q1 2026 May 14, 2026
Summit Financial Strategies, Inc. History No change 10,718 184 0.01% 0.02% 383 0 0.0% Q1 2026 May 01, 2026
CHOREO, LLC History Reduced 10,353 183 0.0% 0.0% 384 -454 -4.2% Q1 2026 May 12, 2026
Argyle Capital Partners, LLC History New 10,500 180 0.13% 387 +10,500 New Q1 2026 May 07, 2026
Spire Wealth Management History No change 10,500 180 0.01% 0.01% 385 0 0.0% Q1 2026 Apr 22, 2026
Corps Capital Advisors, LLC History No change 10,507 180 0.16% 0.2% 386 0 0.0% Q1 2026 May 14, 2026
Left Brain Wealth Management, LLC History No change 10,450 179 0.07% 0.07% 388 0 0.0% Q1 2026 Apr 30, 2026
WEDBUSH SECURITIES INC History Reduced 10,341 178 0.01% 0.01% 389 -3,371 -24.58% Q1 2026 Apr 21, 2026
Atom Investors LP History New 10,237 176 0.01% 390 +10,237 New Q1 2026 May 15, 2026
CASCADE INVESTMENT GROUP, INC. History New 10,133 174 0.11% 392 +10,133 New Q1 2026 May 13, 2026
North Dakota State Investment Board History Reduced 10,107 174 0.01% 0.01% 391 -2,181 -17.75% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History New 10,100 173 0.02% 393 +10,100 New Q1 2026 May 15, 2026
Stonebridge Financial Group, LLC / MO History New 10,039 172 0.15% 395 +10,039 New Q1 2026 Apr 17, 2026
Brooklyn Investment Group History New 10,028 172 0.01% 394 +10,028 New Q1 2026 Apr 29, 2026
NBC SECURITIES, INC. History Added to 9,769 168 0.01% 0.01% 396 +1,749 21.81% Q1 2026 Apr 14, 2026
Crewe Advisors LLC History Added to 9,293 160 0.01% 0.01% 397 +246 2.72% Q1 2026 May 07, 2026
Ensign Peak Advisors, Inc History Reduced 9,053 155 0.0% 0.02% 398 -473,397 -98.12% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 8,460 145 0.0% 0.0% 399 +2,344 38.33% Q1 2026 May 06, 2026
Westend Capital Management, LLC History New 8,391 144 0.04% 400 +8,391 New Q1 2026 Apr 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 8,300 142 0.0% 0.0% 402 +2,800 50.91% Q1 2026 May 11, 2026
STRS OHIO History Reduced 8,269 142 0.0% 0.0% 401 -13 -0.16% Q1 2026 Apr 24, 2026
IFP Advisors, Inc History Added to 8,010 137 0.0% 0.0% 404 +2,965 58.77% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 7,961 137 0.0% 0.0% 403 +2,750 52.77% Q1 2026 May 15, 2026
Quarry LP History Added to 7,552 130 0.02% 0.01% 405 +3,667 94.39% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 7,043 121 0.0% 0.0% 406 +3,881 122.74% Q1 2026 May 01, 2026
BNP Paribas Asset Management Holding S.A. History Added to 6,760 116 0.0% 0.0% 407 +1,755 35.06% Q1 2026 May 14, 2026
BROOKFIELD Corp /ON/ History Added to 6,567 113 0.0% 0.0% 408 +3,574 119.41% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 6,087 109 0.01% 0.01% 409 0 0.0% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Reduced 6,262 108 0.0% 0.0% 410 -659 -9.52% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 5,993 107 0.0% 0.0% 411 0 0.0% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History New 5,600 96 0.0% 412 +5,600 New Q1 2026 Apr 30, 2026
Clearstead Trust, LLC History Reduced 5,494 94 0.02% 0.03% 414 -5,735 -51.07% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History No change 5,460 94 0.01% 0.01% 413 0 0.0% Q1 2026 Apr 30, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 5,398 93 0.0% 0.0% 415 +74 1.39% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 5,153 88 0.0% 0.0% 416 +281 5.77% Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 5,148 87 0.02% 0.0% 418 +4,377 567.7% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 5,082 87 0.0% 0.0% 417 +364 7.72% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 4,757 81 0.0% 0.0% 419 +1,474 44.9% Q1 2026 Apr 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,529 77 0.0% 0.0% 421 +1,263 38.67% Q1 2026 May 07, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 4,500 77 0.02% 0.02% 420 0 0.0% Q1 2026 Apr 15, 2026
Western Wealth Management, LLC History New 4,289 73 0.0% 422 +4,289 New Q1 2026 May 19, 2026
SSA SWISS ADVISORS AG History No change 3,760 67 0.03% 0.03% 423 0 0.0% Q4 2025 Feb 26, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 3,859 66 0.0% 0.0% 424 -1,450 -27.31% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 3,710 64 0.04% 0.04% 425 -608 -14.08% Q1 2026 May 05, 2026
North Star Investment Management Corp. History Added to 3,410 58 0.0% 0.0% 426 +3,210 1605.0% Q1 2026 Apr 23, 2026
NewEdge Advisors, LLC History Reduced 12,442 46 0.0% 0.0% 428 -1,418 -10.23% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 2,706 46 0.0% 0.0% 427 +523 23.96% Q1 2026 May 01, 2026
SALEM INVESTMENT COUNSELORS INC History New 2,517 43 0.0% 429 +2,517 New Q1 2026 Apr 29, 2026
CENTRAL TRUST Co History Added to 2,493 42 0.0% 0.0% 430 +997 66.64% Q1 2026 Apr 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 2,226 38 0.01% 0.02% 431 -1,088 -32.83% Q1 2026 Apr 14, 2026
Parkside Financial Bank & Trust History Reduced 2,176 37 0.0% 0.0% 433 -550 -20.18% Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History No change 2,151 37 0.0% 0.0% 432 0 0.0% Q1 2026 May 15, 2026
SageView Advisory Group, LLC History No change 2,075 37 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 17, 2026
Western Pacific Wealth Management, LP History No change 2,139 36 0.04% 0.04% 435 0 0.0% Q1 2026 Apr 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,992 34 0.0% 0.0% 436 +543 37.47% Q1 2026 Apr 13, 2026
Orion Capital Management LLC History No change 2,000 34 0.01% 0.01% 437 0 0.0% Q1 2026 May 14, 2026
Smallwood Wealth Investment Management, LLC History No change 2,000 34 0.02% 0.02% 438 0 0.0% Q1 2026 Apr 22, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History No change 172,500 30 0.0% 0.0% 439 0 0.0% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History New 1,732 29 0.08% 440 +1,732 New Q1 2026 May 12, 2026
Heritage Wealth Advisors History No change 1,610 27 0.0% 0.0% 441 0 0.0% Q1 2026 May 13, 2026
Grove Bank & Trust History No change 1,600 27 0.0% 0.0% 442 0 0.0% Q1 2026 Apr 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,518 26 0.0% 0.0% 443 0 0.0% Q1 2026 May 08, 2026
Sound Income Strategies, LLC History Added to 1,500 25 0.0% 0.0% 445 +400 36.36% Q1 2026 Apr 27, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,500 25 0.01% 0.01% 444 0 0.0% Q1 2026 May 08, 2026
HM PAYSON & CO History Reduced 1,400 24 0.0% 0.0% 446 -8,600 -86.0% Q1 2026 Apr 13, 2026
Osbon Capital Management LLC History New 1,365 23 0.02% 448 +1,365 New Q1 2026 May 15, 2026
Ancora Advisors LLC History No change 1,380 23 0.0% 0.0% 447 0 0.0% Q1 2026 May 15, 2026
Cedar Mountain Advisors, LLC History New 1,306 22 0.0% 449 +1,306 New Q1 2026 Apr 30, 2026
Pacific Center for Financial Services History No change 1,200 20 0.01% 0.01% 450 0 0.0% Q1 2026 May 12, 2026
Cassaday & Co Wealth Management LLC History New 1,141 19 0.0% 452 +1,141 New Q1 2026 May 07, 2026
Atlantic Union Bankshares Corp History No change 1,107 19 0.0% 0.0% 451 0 0.0% Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History New 1,088 18 0.0% 455 +1,088 New Q1 2026 May 08, 2026
Root Financial Partners, LLC History Added to 1,050 18 0.0% 0.0% 453 +750 250.0% Q1 2026 Apr 24, 2026
Quest 10 Wealth Builders, Inc. History Reduced 1,048 18 0.02% 0.02% 454 -3 -0.29% Q1 2026 May 06, 2026
Washington Trust Advisors, Inc. History No change 1,000 17 0.0% 0.0% 456 0 0.0% Q1 2026 Apr 06, 2026
Fourth Dimension Wealth, LLC History No change 1,000 17 0.01% 0.01% 457 0 0.0% Q1 2026 May 11, 2026
Vision Retirement, LLC History No change 1,028 17 0.0% 0.0% 458 0 0.0% Q1 2026 May 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 982 16 0.0% 0.0% 460 +184 23.06% Q1 2026 Apr 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 939 16 0.0% 0.0% 459 0 0.0% Q1 2026 Apr 15, 2026
SOA Wealth Advisors, LLC. History No change 940 16 0.0% 0.0% 461 0 0.0% Q1 2026 May 20, 2026
Hurley Capital, LLC History Reduced 920 15 0.01% 0.01% 462 -32 -3.36% Q1 2026 May 06, 2026
Triumph Capital Management History Reduced 900 15 0.0% 0.0% 463 -2 -0.22% Q1 2026 May 13, 2026
Kilter Group LLC History Added to 850 14 0.01% 0.01% 464 +76 9.82% Q1 2026 May 14, 2026
PROTECTIVE LIFE CORP History New 766 13 0.04% 473 +766 New Q1 2026 May 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 802 13 0.0% 0.0% 465 +687 597.39% Q1 2026 May 11, 2026
Murphy & Mullick Capital Management Corp History Reduced 789 13 0.01% 0.02% 471 -619 -43.96% Q1 2026 Apr 17, 2026
Activest Wealth Management History Reduced 799 13 0.0% 0.0% 468 -222 -21.74% Q1 2026 Apr 15, 2026
CoreCap Advisors, LLC History Reduced 761 13 0.0% 0.0% 469 -50 -6.17% Q1 2026 Apr 07, 2026
Cornerstone Planning Group LLC History Added to 714 13 0.0% 0.0% 467 +18 2.59% Q1 2026 May 06, 2026
Center for Financial Planning, Inc. History No change 805 13 0.0% 0.0% 466 0 0.0% Q1 2026 May 04, 2026
TD Waterhouse Canada Inc. History No change 800 13 0.0% 0.0% 470 0 0.0% Q1 2026 May 12, 2026
Mountain Hill Investment Partners Corp. History No change 760 13 0.01% 0.01% 472 0 0.0% Q1 2026 May 01, 2026
Wealth Preservation Advisors, LLC History No change 700 12 0.01% 0.01% 474 0 0.0% Q1 2026 May 15, 2026
Coston, McIsaac & Partners History New 623 10 0.0% 476 +623 New Q1 2026 Apr 22, 2026
Global Wealth Strategies & Associates History No change 600 10 0.0% 0.0% 475 0 0.0% Q1 2026 Apr 03, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 564 9 0.0% 481 +564 New Q1 2026 May 08, 2026
Legacy Wealth Managment, LLC/ID History New 562 9 0.0% 482 +562 New Q1 2026 May 07, 2026
City State Bank History Added to 530 9 0.0% 0.0% 479 +270 103.85% Q1 2026 Apr 20, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 547 9 0.0% 0.0% 477 +63 13.02% Q1 2026 Apr 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 509 9 0.0% 0.0% 480 +9 1.8% Q1 2026 May 06, 2026
DV EQUITIES, LLC History No change 500 9 0.0% 0.0% 478 0 0.0% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Added to 497 8 0.0% 0.0% 485 +340 216.56% Q1 2026 Apr 06, 2026
Quent Capital, LLC History Reduced 478 8 0.0% 0.0% 488 -15 -3.04% Q1 2026 Apr 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 500 8 0.0% 0.0% 483 0 0.0% Q1 2026 May 11, 2026
GPS Wealth Strategies Group, LLC History No change 449 8 0.01% 0.01% 484 0 0.0% Q4 2025 Feb 06, 2026
WFA of San Diego, LLC History No change 500 8 0.01% 0.01% 486 0 0.0% Q1 2026 May 11, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 500 8 0.0% 0.0% 487 0 0.0% Q1 2026 May 15, 2026
Medallion Wealth Advisors, LLC History Reduced 420 7 0.0% 0.01% 490 -425 -50.3% Q1 2026 Apr 24, 2026
MANNING & NAPIER ADVISORS LLC History New 407 7 0.0% 491 +407 New Q1 2026 Apr 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 400 7 0.0% 0.0% 489 0 0.0% Q1 2026 May 14, 2026
Elevated Capital Advisors, LLC History Reduced 399 6 0.0% 0.0% 496 -347 -46.51% Q1 2026 Apr 30, 2026
MONTAG A & ASSOCIATES INC History No change 400 6 0.0% 0.0% 492 0 0.0% Q1 2026 Apr 29, 2026
BARRETT & COMPANY, INC. History No change 375 6 0.0% 0.0% 493 0 0.0% Q1 2026 May 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 405 6 0.0% 0.0% 494 0 0.0% Q1 2026 May 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 363 6 0.0% 0.0% 495 0 0.0% Q1 2026 May 12, 2026
Knott David M Jr History No change 400 6 0.0% 0.0% 497 0 0.0% Q1 2026 May 14, 2026
IFS Advisors, LLC History New 275 4 0.0% 505 +275 New Q1 2026 Apr 06, 2026
Bollard Group LLC History New 260 4 0.0% 504 +260 New Q1 2026 May 14, 2026
Hilton Head Capital Partners, LLC History Reduced 256 4 0.0% 0.0% 503 -216 -45.76% Q1 2026 Apr 20, 2026
ASSETMARK, INC History Reduced 252 4 0.0% 0.0% 499 -146 -36.68% Q1 2026 May 06, 2026
Signature Resources Capital Management, LLC History Reduced 283 4 0.0% 0.0% 501 -51 -15.27% Q1 2026 May 01, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 290 4 0.0% 0.0% 498 0 0.0% Q1 2026 Apr 23, 2026
TD Capital Management LLC History No change 244 4 0.0% 0.0% 500 0 0.0% Q1 2026 May 11, 2026
Abound Wealth Management History No change 250 4 0.0% 0.0% 502 0 0.0% Q1 2026 Apr 10, 2026
Sachetta, LLC History New 198 3 0.0% 511 +198 New Q1 2026 May 01, 2026
Bogart Wealth, LLC History Added to 206 3 0.0% 0.0% 507 +150 267.86% Q1 2026 Apr 28, 2026
COUNTRY TRUST BANK History No change 200 3 0.0% 0.0% 506 0 0.0% Q1 2026 Apr 10, 2026
Larson Financial Group LLC History No change 200 3 0.0% 0.0% 508 0 0.0% Q1 2026 May 15, 2026
NFSG Corp History No change 200 3 0.0% 0.0% 509 0 0.0% Q1 2026 May 05, 2026
Ares Financial Consulting, LLC History No change 230 3 0.0% 0.0% 510 0 0.0% Q1 2026 Apr 02, 2026
Ascentis Independent Advisors History New 136 2 0.0% 521 +136 New Q1 2026 Apr 28, 2026
Lloyd Advisory Services, LLC. History New 128 2 0.0% 520 +128 New Q1 2026 May 13, 2026
BOKF, NA History New 117 2 0.0% 519 +117 New Q1 2026 May 08, 2026
Retirement Wealth Solutions LLC History Reduced 134 2 0.0% 0.0% 517 -12 -8.22% Q1 2026 Apr 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 122 2 0.0% 0.0% 512 0 0.0% Q1 2026 May 05, 2026
TRUST CO OF VERMONT History No change 157 2 0.0% 0.0% 513 0 0.0% Q4 2025 Jan 16, 2026
Geneos Wealth Management Inc. History No change 168 2 0.0% 0.0% 514 0 0.0% Q1 2026 May 04, 2026
Kingdom Financial Group LLC. History No change 128 2 0.0% 0.0% 515 0 0.0% Q1 2026 May 13, 2026
Motiv8 Investments LLC History No change 130 2 0.0% 0.0% 516 0 0.0% Q4 2025 Feb 13, 2026
Signature Equity Partners, LLC History No change 130 2 0.0% 0.0% 518 0 0.0% Q1 2026 May 13, 2026
WPG Advisers, LLC History Reduced 74 1 0.0% 0.01% 528 -323 -81.36% Q1 2026 Apr 29, 2026
Blue Trust, Inc. History New 82 1 0.0% 530 +82 New Q1 2026 Apr 20, 2026
BROWN, LISLE/CUMMINGS, INC. History New 66 1 0.0% 529 +66 New Q1 2026 Apr 17, 2026
Bell Investment Advisors, Inc History Reduced 71 1 0.0% 0.0% 525 -44 -38.26% Q1 2026 Apr 17, 2026
SouthState Bank Corp History Added to 99 1 0.0% 0.0% 522 +28 39.44% Q1 2026 May 05, 2026
Cromwell Holdings LLC History Added to 61 1 0.0% 526 +14 29.79% Q1 2026 Apr 30, 2026
Archer Investment Corp History Added to 59 1 0.0% 0.0% 524 +1 1.72% Q1 2026 May 04, 2026
Physician Wealth Advisors, Inc. History No change 100 1 0.0% 0.0% 523 0 0.0% Q1 2026 Apr 24, 2026
LRI Investments, LLC History No change 77 1 0.0% 0.0% 527 0 0.0% Q1 2026 Apr 30, 2026
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 0.69% -500,000 -100.0% Q1 2026 May 06, 2026
Caption Management, LLC History Closed out 0 0 0.03% -275,118 -100.0% Q1 2026 May 15, 2026
Limestone Investment Advisors LP History Closed out 0 0 0.03% -250,000 -100.0% Q1 2026 May 15, 2026
Twin Tree Management, LP History Closed out 0 0 0.03% -210,000 -100.0% Q1 2026 May 14, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.01% -162,095 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.03% -161,873 -100.0% Q1 2026 May 15, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.06% -115,400 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -114,603 -100.0% Q1 2026 May 15, 2026
Neo Ivy Capital Management History Closed out 0 0 0.31% -108,371 -100.0% Q1 2026 May 15, 2026
NATIXIS History Closed out 0 0 0.01% -99,236 -100.0% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -78,654 -100.0% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -51,587 -100.0% Q1 2026 May 07, 2026
Mariner, LLC History Closed out 0 0 0.0% -34,118 -100.0% Q1 2026 May 13, 2026
LDR Capital Management LLC History Closed out 0 0 0.57% -22,851 -100.0% Q1 2026 May 11, 2026
IFC Advisors LLC History Closed out 0 0 0.06% -21,294 -100.0% Q1 2026 May 04, 2026
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -21,000 -100.0% Q1 2026 May 04, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -16,126 -100.0% Q1 2026 Apr 29, 2026
Whalen Wealth Management Inc. History Closed out 0 0 0.13% -13,132 -100.0% Q1 2026 Apr 13, 2026
NOMURA HOLDINGS INC History Closed out 0 0 0.0% -13,000 -100.0% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Closed out 0 0 0.0% -12,475 -100.0% Q1 2026 May 01, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -11,667 -100.0% Q1 2026 May 15, 2026
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.04% -11,212 -100.0% Q1 2026 May 12, 2026
Belpointe Asset Management LLC History Closed out 0 0 0.01% -10,617 -100.0% Q1 2026 Apr 28, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.0% -10,450 -100.0% Q1 2026 Apr 23, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -10,140 -100.0% Q1 2026 Apr 28, 2026
Operose Advisors LLC History Closed out 0 0 0.04% -9,900 -100.0% Q1 2026 May 12, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.02% -9,100 -100.0% Q1 2026 Apr 30, 2026
Global Trust Asset Management, LLC History Closed out 0 0 0.06% -8,625 -100.0% Q1 2026 Apr 23, 2026
Skaana Management L.P. History Closed out 0 0 0.04% -6,500 -100.0% Q1 2026 May 11, 2026
Holos Integrated Wealth LLC History Closed out 0 0 0.05% -5,236 -100.0% Q1 2026 Apr 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -2,947 -100.0% Q1 2026 Apr 28, 2026
Whipplewood Advisors, LLC History Closed out 0 0 0.01% -1,142 -100.0% Q1 2026 Apr 30, 2026
Migdal Insurance & Financial Holdings Ltd. History Closed out 0 0 0.0% -806 -100.0% Q1 2026 May 14, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -800 -100.0% Q1 2026 May 12, 2026
DV Trading LLC History Closed out 0 0 0.0% -800 -100.0% Q1 2026 May 15, 2026
Chung Wu Investment Group, LLC History Closed out 0 0 0.01% -700 -100.0% Q1 2026 May 12, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -500 -100.0% Q1 2026 May 11, 2026
Strive Financial Group ,LLC History Closed out 0 0 0.0% -472 -100.0% Q1 2026 May 15, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -470 -100.0% Q1 2026 May 05, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 Apr 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 0.0% -277 -100.0% Q1 2026 Apr 27, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -267 -100.0% Q1 2026 Apr 28, 2026
AdvisorNet Financial, Inc History Closed out 0 0 0.0% -266 -100.0% Q1 2026 Apr 17, 2026
HHM Wealth Advisors, LLC History Closed out 0 0 0.0% -175 -100.0% Q1 2026 Apr 17, 2026
Cornerstone Financial Management LLC History Reduced 28 0 0.0% -134 -82.72% Q1 2026 May 08, 2026
CX Institutional History Closed out 0 0 0.0% -111 -100.0% Q1 2026 Apr 06, 2026
Elequin Capital, LP History Reduced 37 0 0.0% -102 -73.38% Q1 2026 May 11, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 -50 -100.0% Q1 2026 May 05, 2026
Rialto Wealth Management, LLC History New 46 0 +46 New Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Closed out 0 0 -39 -100.0% Q1 2026 May 15, 2026
Avion Wealth History Added to 58 0 +28 93.33% Q1 2026 May 01, 2026
Bare Financial Services, Inc History New 28 0 +28 New Q1 2026 May 14, 2026
Essential Partners LLC History Closed out 0 0 -27 -100.0% Q1 2026 May 21, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -23 -100.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History New 22 0 +22 New Q1 2026 Apr 29, 2026
ROSS\JOHNSON & Associates LLC History Closed out 0 0 -14 -100.0% Q1 2026 May 08, 2026
Capital Advisors, Ltd. LLC History Reduced 18 0 0.0% -13 -41.94% Q1 2026 Apr 16, 2026
Elyxium Wealth, LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 06, 2026
FIRST HORIZON CORP History Closed out 0 0 -11 -100.0% Q1 2026 Apr 30, 2026
Bruce G. Allen Investments, LLC History Reduced 56 0 0.0% -9 -13.85% Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Added to 54 0 +3 5.88% Q1 2026 Apr 23, 2026
Quattro Advisors LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 14, 2026
FINANCIAL CONSULATE, INC History Added to 56 0 +2 3.7% Q1 2026 Apr 21, 2026
TFC Financial Management, Inc. History New 2 0 +2 New Q1 2026 Apr 23, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Keating Financial Advisory Services, Inc. History New 2 0 +2 New Q1 2026 May 15, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 3 0 +1 50.0% Q1 2026 Apr 30, 2026
Dunhill Financial, LLC History Reduced 7 0 -1 -12.5% Q1 2026 May 06, 2026
Transamerica Financial Advisors, LLC History New 1 0 +1 New Q1 2026 May 15, 2026
Leonteq Securities AG History No change 31 0 0 0.0% Q1 2026 Apr 27, 2026
DecisionPoint Financial, LLC History No change 26 0 0 0.0% Q1 2026 May 06, 2026
SWAN Capital LLC History No change 27 0 0 0.0% Q1 2026 May 14, 2026
ORG Partners LLC History No change 46 0 0 0.0% Q4 2025 Jan 14, 2026