Smurfit Westrock plc - SW

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
VANGUARD GROUP INC History No change 60,939,711 2,356,538 0.03% 0.03% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 44,804,829 1,785,472 0.03% 0.03% 2 +566,300 1.28% Q1 2026 May 13, 2026
Capital Research Global Investors History Added to 38,971,751 1,553,024 0.24% 0.26% 3 +2,844,074 7.87% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 33,960,747 1,353,335 0.03% 4 +33,960,747 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 25,258,844 1,006,666 0.03% 0.03% 5 +606,712 2.46% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 24,590,686 979,938 0.27% 0.23% 6 +2,317,483 10.4% Q1 2026 Apr 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 24,315,691 968,980 0.05% 7 +24,315,691 New Q1 2026 May 08, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 15,566,028 620,306 7.61% 10.18% 8 -3,566,851 -18.64% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 14,265,503 566,387 0.04% 0.03% 9 +469,516 3.4% Q1 2026 May 15, 2026
Orbis Allan Gray Ltd History Reduced 13,775,054 548,935 2.32% 2.26% 10 -181,814 -1.3% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 12,932,618 515,725 0.13% 0.06% 11 +6,095,304 89.15% Q1 2026 May 13, 2026
Capital World Investors History New 12,472,417 497,025 0.07% 12 +12,472,417 New Q1 2026 May 13, 2026
NORGES BANK History No change 12,813,255 495,334 0.05% 0.05% 13 0 0.0% Q4 2025 Feb 10, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 10,678,423 425,224 0.38% 0.03% 14 +9,890,684 1255.58% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 10,645,905 424,239 0.06% 0.06% 15 +1,103,368 11.56% Q1 2026 May 12, 2026
FMR LLC History Reduced 10,092,067 402,194 0.02% 0.02% 16 -1,036,967 -9.32% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 8,823,021 351,597 0.06% 0.06% 17 -231,008 -2.55% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,593,814 342,458 0.08% 0.08% 18 -79,630 -0.92% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 6,529,550 260,202 0.09% 0.09% 19 -723,460 -9.97% Q1 2026 May 06, 2026
GOLDMAN SACHS GROUP INC History Added to 5,975,778 238,134 0.03% 0.01% 20 +2,888,770 93.58% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 5,971,038 237,945 0.01% 0.01% 21 +723,515 13.79% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 6,017,633 234,928 0.22% 0.18% 22 +567,551 10.41% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 5,460,163 217,587 0.02% 0.01% 23 +318,336 6.19% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 5,043,214 198,248 0.09% 0.12% 24 -680,886 -11.9% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,848,130 193,140 0.04% 0.04% 25 +160,510 3.42% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Reduced 4,705,981 187,533 0.02% 0.02% 26 -75,927 -1.59% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 4,484,439 177,899 0.04% 0.04% 27 -103,548 -2.26% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 4,410,010 168,682 0.01% 0.01% 28 +1,191,195 37.01% Q1 2026 May 13, 2026
UBS Group AG History Added to 4,063,393 161,926 0.02% 0.02% 29 +442,716 12.23% Q1 2026 May 05, 2026
Amundi History Reduced 3,964,673 157,992 0.04% 0.04% 30 -190,316 -4.58% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 3,757,109 149,720 0.1% 31 +3,757,109 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,538,580 141,012 0.02% 0.02% 32 +203,729 6.11% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 2,941,492 117,218 0.03% 33 +2,941,492 New Q1 2026 May 08, 2026
Ruffer LLP History Reduced 2,786,197 111,349 4.56% 7.94% 34 -1,717,954 -38.14% Q1 2026 May 13, 2026
SOROS FUND MANAGEMENT LLC History Added to 2,520,236 100,431 1.1% 1.08% 35 +118,088 4.92% Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 2,445,235 97,443 1.71% 1.66% 36 -108,800 -4.26% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 2,387,334 96,346 0.03% 0.03% 37 -172,494 -6.74% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 1,954,583 77,890 0.03% 0.03% 38 +215,504 12.39% Q1 2026 May 11, 2026
Alberta Investment Management Corp History Added to 1,944,236 77,477 0.46% 0.32% 39 +548,600 39.31% Q1 2026 Apr 28, 2026
LANSDOWNE PARTNERS (UK) LLP History Added to 1,870,219 74,528 3.99% 0.73% 40 +1,612,995 627.08% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 1,820,494 72,547 0.01% 0.01% 41 +88,309 5.1% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,867,831 72,229 0.02% 0.03% 42 -333,017 -15.13% Q1 2026 May 15, 2026
Incentive AS History No change 1,843,624 71,292 100.0% 100.0% 43 0 0.0% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 1,751,085 69,780 0.05% 0.04% 44 +406,868 30.27% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 1,611,323 64,211 0.02% 0.03% 45 -1,591,326 -49.69% Q1 2026 May 14, 2026
Swiss National Bank History Added to 1,532,397 61,066 0.04% 0.03% 46 +101,500 7.09% Q1 2026 May 07, 2026
SOUND SHORE MANAGEMENT INC /CT/ History New 1,509,136 60,139 2.02% 47 +1,509,136 New Q1 2026 May 07, 2026
SEI INVESTMENTS CO History Reduced 1,497,967 59,697 0.06% 0.07% 48 -310,239 -17.16% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Reduced 1,419,085 56,550 0.06% 0.11% 49 -1,559,937 -52.36% Q1 2026 Apr 22, 2026
Polaris Capital Management, LLC History Reduced 1,366,550 54,457 4.46% 4.64% 50 -81,100 -5.6% Q1 2026 Apr 27, 2026
Brandywine Global Investment Management, LLC History No change 1,404,000 53,732 0.36% 0.36% 51 0 0.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,300,851 51,838 0.03% 0.02% 52 +85,183 7.01% Q1 2026 May 12, 2026
Cullen Capital Management, LLC History Added to 1,245,910 49,649 0.51% 0.39% 53 +321,462 34.77% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History Reduced 1,222,803 48,728 0.17% 0.15% 54 -46,332 -3.65% Q1 2026 May 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 1,218,471 48,546 0.04% 0.04% 55 +38,940 3.3% Q1 2026 May 15, 2026
AVIVA PLC History Added to 1,212,655 47,782 0.08% 0.08% 56 +14,839 1.24% Q1 2026 May 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 1,179,837 47,016 0.03% 0.03% 57 +39,013 3.42% Q1 2026 Apr 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,173,007 46,744 0.03% 0.03% 58 +51,045 4.55% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 1,162,365 46,320 0.03% 59 +1,162,365 New Q1 2026 May 08, 2026
FIL Ltd History Reduced 1,157,416 46,239 0.04% 0.23% 60 -6,947,887 -85.72% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,123,272 44,763 0.01% 0.0% 61 +74,653 7.12% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History New 1,110,677 44,055 0.02% 62 +1,110,677 New Q1 2026 Apr 30, 2026
Verbena Value LP History Added to 1,076,500 42,898 7.02% 4.29% 63 +431,900 67.0% Q1 2026 May 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 1,032,139 41,130 0.04% 64 +1,032,139 New Q1 2026 May 08, 2026
Exane Asset Management History Added to 836,638 38,395 7.85% 5.4% 65 +271,700 48.09% Q1 2026 Apr 29, 2026
Capital International Investors History Added to 947,319 37,750 0.01% 0.0% 66 +559,552 144.3% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Reduced 930,822 37,093 0.03% 0.03% 67 -19,968 -2.1% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 921,918 36,693 0.04% 0.04% 68 -97,354 -9.55% Q1 2026 May 08, 2026
KBC Group NV History Added to 875,030 34,870 0.09% 0.04% 69 +440,279 101.27% Q1 2026 May 07, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 847,401 33,768 0.02% 0.02% 70 -23,407 -2.69% Q1 2026 May 06, 2026
OSLO PENSJONSFORSIKRING AS History New 837,817 33,387 5.2% 71 +837,817 New Q1 2026 May 08, 2026
VAN ECK ASSOCIATES CORP History Added to 774,179 30,851 0.02% 0.02% 72 +156,744 25.39% Q1 2026 May 15, 2026
PATTEN & PATTEN INC/TN History Reduced 774,162 30,850 1.86% 1.76% 73 -1,568 -0.2% Q1 2026 May 01, 2026
BANK OF MONTREAL /CAN/ History Added to 730,081 29,093 0.01% 0.01% 74 +344,074 89.14% Q1 2026 May 13, 2026
Man Group plc History Added to 724,841 28,884 0.05% 0.03% 75 +226,623 45.49% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 704,670 28,081 0.01% 0.01% 76 +27,527 4.07% Q1 2026 May 04, 2026
Gotham Asset Management, LLC History Added to 699,914 27,891 0.09% 0.09% 77 +43,418 6.61% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Added to 676,290 26,950 0.22% 0.0% 78 +663,619 5237.31% Q1 2026 May 14, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History Reduced 675,897 26,934 1.7% 3.03% 79 -509,400 -42.98% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Reduced 662,744 26,410 0.12% 0.15% 80 -11,794 -1.75% Q1 2026 May 08, 2026
MACKENZIE FINANCIAL CORP History Added to 670,099 26,355 0.03% 0.02% 81 +214,122 46.96% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 636,992 25,384 0.0% 0.02% 82 -2,205,592 -77.59% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 635,590 25,328 0.01% 0.01% 83 +141,712 28.69% Q1 2026 May 04, 2026
Compagnie Lombard Odier SCmA History Reduced 620,957 24,745 0.3% 0.28% 84 -55,265 -8.17% Q1 2026 Apr 15, 2026
BROWN ADVISORY INC History Added to 619,368 24,681 0.04% 0.03% 85 +89,752 16.95% Q1 2026 May 15, 2026
Evelyn Partners Investment Management LLP History Reduced 603,376 24,044 0.65% 0.74% 87 -87,647 -12.68% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 603,376 24,044 0.03% 0.02% 86 -31,486 -4.96% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 584,025 22,885 0.04% 0.06% 88 -393,362 -40.25% Q1 2026 May 11, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 570,563 22,736 0.67% 0.61% 89 +16,506 2.98% Q1 2026 Apr 29, 2026
SG Americas Securities, LLC History Added to 555,264 22,127 0.02% 0.01% 90 +402,911 264.46% Q1 2026 Apr 16, 2026
AMERICAN CENTURY COMPANIES INC History Added to 551,077 21,960 0.01% 0.0% 91 +369,352 203.25% Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 496,871 19,800 0.08% 0.01% 92 +425,760 598.73% Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History New 486,416 19,320 0.06% 93 +486,416 New Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 479,470 19,072 0.0% 0.0% 94 +44,077 10.12% Q1 2026 May 15, 2026
Savant Capital, LLC History Added to 467,983 18,649 0.09% 0.1% 95 +581 0.12% Q1 2026 May 04, 2026
Holowesko Partners Ltd. History Added to 459,200 18,299 5.13% 6.02% 96 +11,700 2.61% Q1 2026 May 13, 2026
Arnhold LLC History No change 462,368 18,293 1.34% 1.36% 97 0 0.0% Q1 2026 May 11, 2026
SYCOMORE ASSET MANAGEMENT History No change 488,737 18,000 2.51% 2.98% 98 0 0.0% Q1 2026 May 11, 2026
Redwood Grove Capital, LLC History Added to 449,636 17,917 5.78% 4.54% 99 +38,000 9.23% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 433,108 17,259 0.0% 0.0% 100 +11,871 2.82% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 431,897 17,211 0.03% 0.03% 101 -4,177 -0.96% Q1 2026 May 08, 2026
GROUPAMA ASSET MANAGMENT History Reduced 564,888 16,771 0.24% 0.25% 102 -18,997 -3.25% Q1 2026 May 22, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 419,469 16,715 0.04% 0.02% 103 +180,837 75.78% Q1 2026 May 01, 2026
CAMBIAR INVESTORS LLC History Added to 408,283 16,270 0.75% 0.7% 104 +5,873 1.46% Q1 2026 May 12, 2026
Zurich Insurance Group Ltd/FI History Reduced 400,187 15,687 0.12% 0.18% 105 -266,602 -39.98% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 378,594 15,086 0.0% 0.0% 106 +172,308 83.53% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 358,331 14,279 0.02% 0.02% 107 +156,635 77.66% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 354,796 14,139 0.03% 0.02% 108 +29,278 8.99% Q1 2026 Apr 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 343,649 13,694 0.01% 0.0% 109 +168,051 95.7% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 340,020 13,549 0.05% 0.02% 110 +200,893 144.4% Q1 2026 May 08, 2026
Aberdeen Group plc History Added to 339,996 13,548 0.02% 0.02% 111 +10,353 3.14% Q1 2026 Apr 29, 2026
NATIXIS ADVISORS, LLC History Added to 339,377 13,524 0.02% 0.01% 112 +87,763 34.88% Q1 2026 May 13, 2026
Vident Advisory, LLC History Added to 329,192 13,118 0.11% 0.08% 113 +88,155 36.57% Q1 2026 May 14, 2026
BANQUE PICTET & CIE SA History Reduced 322,925 12,868 0.09% 0.08% 114 -26,456 -7.57% Q1 2026 Apr 14, 2026
South Dakota Investment Council History Reduced 321,477 12,811 0.24% 0.29% 115 -69,318 -17.74% Q1 2026 May 18, 2026
Ramirez Asset Management, Inc. History Added to 315,203 12,545 1.51% 0.94% 116 +131,110 71.22% Q1 2026 May 12, 2026
TD ASSET MANAGEMENT INC History Added to 306,200 12,202 0.01% 0.01% 117 +25,617 9.13% Q1 2026 May 11, 2026
Marathon Asset Management Ltd History Added to 302,940 12,072 0.46% 0.4% 118 +36,109 13.53% Q1 2026 Apr 24, 2026
Korea Investment CORP History Added to 299,157 11,921 0.02% 0.01% 119 +151,780 102.99% Q1 2026 May 12, 2026
Artemis Investment Management LLP History Reduced 291,448 11,614 0.12% 0.14% 120 -2,235 -0.76% Q1 2026 Apr 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 279,635 11,143 0.03% 0.02% 121 +9,367 3.47% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 279,402 11,134 0.0% 0.0% 122 +70,058 33.47% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 264,271 10,531 0.07% 0.0% 123 +254,432 2585.95% Q1 2026 May 15, 2026
Chevy Chase Trust Holdings, LLC History Reduced 262,916 10,477 0.03% 0.03% 124 -1,831 -0.69% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 259,779 10,352 0.03% 125 +259,779 New Q1 2026 May 08, 2026
Lombard Odier Asset Management (Europe) Ltd History Reduced 247,655 9,869 0.54% 0.74% 126 -136,723 -35.57% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 242,631 9,668 0.05% 0.05% 127 -16,722 -6.45% Q1 2026 May 14, 2026
Horizon Investments, LLC History Added to 238,921 9,521 0.11% 0.1% 128 +31,492 15.18% Q1 2026 May 14, 2026
M&G Plc History Added to 232,071 9,282 0.05% 0.04% 129 +43,157 22.84% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 231,707 9,233 0.02% 0.02% 130 -27,625 -10.65% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 226,606 9,030 0.03% 0.03% 131 +13,771 6.47% Q1 2026 May 14, 2026
Treasurer of the State of North Carolina History Added to 223,040 8,888 0.03% 0.03% 132 +4,751 2.18% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 219,334 8,740 0.01% 0.01% 133 0 0.0% Q1 2026 May 06, 2026
GAM Holding AG History No change 223,331 8,624 0.55% 0.55% 134 0 0.0% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 216,120 8,517 0.0% 0.0% 135 +212,530 5920.06% Q1 2026 May 15, 2026
Asset Management One Co., Ltd. History Reduced 213,745 8,517 0.03% 0.02% 136 -5,571 -2.54% Q1 2026 May 08, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 211,004 8,408 0.02% 0.03% 137 -35,486 -14.4% Q1 2026 May 05, 2026
JANUS HENDERSON GROUP PLC History Added to 212,511 8,349 0.0% 0.0% 138 +21,388 11.19% Q1 2026 May 18, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 209,136 8,334 0.02% 0.02% 139 -7,197 -3.33% Q1 2026 May 12, 2026
KLP KAPITALFORVALTNING AS History Added to 205,071 8,172 0.03% 0.03% 140 +21,900 11.96% Q1 2026 Apr 29, 2026
Covalis Capital LLP History Added to 203,407 8,105 0.5% 0.23% 141 +118,265 138.9% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 199,086 7,933 0.01% 0.12% 142 -3,073,651 -93.92% Q1 2026 May 14, 2026
Tredje AP-fonden History Added to 194,110 7,735 0.04% 0.02% 143 +125,978 184.9% Q1 2026 May 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 189,166 7,538 0.02% 0.02% 144 +3,830 2.07% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Added to 188,737 7,521 0.0% 0.0% 145 +80,305 74.06% Q1 2026 May 12, 2026
CREDIT AGRICOLE S A History Reduced 188,578 7,514 0.02% 0.02% 146 -36,716 -16.3% Q1 2026 May 15, 2026
Slate Path Capital LP History New 186,684 7,439 0.11% 147 +186,684 New Q1 2026 May 15, 2026
LPL Financial LLC History Added to 183,760 7,322 0.0% 0.0% 148 +23,289 14.51% Q1 2026 May 06, 2026
State of New Jersey Common Pension Fund D History No change 178,555 7,115 0.03% 0.02% 149 0 0.0% Q1 2026 May 05, 2026
ABN AMRO Bank N.V. History Added to 183,130 7,104 0.08% 0.01% 150 +154,701 544.17% Q1 2026 Apr 22, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 171,333 6,827 0.04% 0.03% 151 -1,668 -0.96% Q1 2026 Apr 23, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 171,266 6,824 0.08% 0.07% 152 -20,011 -10.46% Q1 2026 Apr 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 168,556 6,716 0.08% 0.07% 153 +26,027 18.26% Q1 2026 Apr 23, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 160,915 6,412 1.47% 1.38% 154 +4,828 3.09% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 160,845 6,409 0.12% 155 +160,845 New Q1 2026 Apr 27, 2026
Ilmarinen Mutual Pension Insurance Co History No change 160,000 6,376 0.05% 0.05% 156 0 0.0% Q1 2026 May 12, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 159,913 6,372 0.18% 0.18% 157 -3,092 -1.9% Q1 2026 May 08, 2026
Handelsbanken Fonder AB History Reduced 157,700 6,284 0.02% 0.02% 158 -5,700 -3.49% Q1 2026 Apr 28, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 156,446 6,234 0.02% 0.02% 159 -365 -0.23% Q1 2026 May 14, 2026
KWMG, LLC History Added to 148,886 5,933 0.5% 0.48% 160 +5,413 3.77% Q1 2026 Apr 09, 2026
Resona Asset Management Co.,Ltd. History Reduced 146,881 5,853 0.03% 0.03% 161 -2,157 -1.45% Q1 2026 Apr 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 146,823 5,850 0.01% 0.0% 162 +85,327 138.75% Q1 2026 May 15, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 146,664 5,844 0.03% 0.03% 163 -300 -0.2% Q1 2026 May 04, 2026
Access Investment Management LLC History Reduced 145,675 5,805 1.55% 3.79% 164 -185,600 -56.03% Q1 2026 May 21, 2026
Czech National Bank History Added to 142,274 5,669 0.04% 0.03% 165 +4,594 3.34% Q1 2026 Apr 13, 2026
Arizona State Retirement System History Reduced 141,890 5,654 0.03% 0.03% 166 -1,613 -1.12% Q1 2026 May 01, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 141,089 5,622 0.01% 0.03% 167 -330,300 -70.07% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Reduced 140,559 5,601 0.06% 0.06% 168 -1,400 -0.99% Q1 2026 Apr 20, 2026
Pathstone Holdings, LLC History Reduced 138,765 5,529 0.02% 0.02% 169 -28,490 -17.03% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 135,520 5,379 0.01% 0.0% 170 +125,797 1293.81% Q1 2026 May 14, 2026
Sound Income Strategies, LLC History Added to 133,815 5,369 0.26% 0.26% 171 +5,990 4.69% Q1 2026 Apr 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 134,718 5,368 0.01% 0.01% 172 -13,163 -8.9% Q1 2026 May 12, 2026
CIBC Asset Management Inc History Added to 134,668 5,366 0.01% 0.01% 173 +1,367 1.03% Q1 2026 May 12, 2026
FORSTA AP-FONDEN History No change 135,400 5,235 0.03% 0.03% 174 0 0.0% Q4 2025 Feb 10, 2026
Mediolanum International Funds Ltd History Reduced 134,838 5,157 0.05% 0.05% 175 -5,759 -4.1% Q1 2026 May 06, 2026
CIBC Bancorp USA Inc. History New 127,720 5,089 0.01% 176 +127,720 New Q1 2026 May 12, 2026
State of Tennessee, Department of Treasury History Reduced 127,198 5,068 0.02% 0.02% 177 -55,099 -30.22% Q1 2026 May 15, 2026
DnB Asset Management AS History Added to 123,527 4,922 0.02% 0.02% 178 +5,831 4.95% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 121,690 4,849 0.02% 0.02% 179 +227 0.19% Q1 2026 May 01, 2026
APG Asset Management N.V. History Added to 138,298 4,783 0.02% 0.01% 180 +36,172 35.42% Q1 2026 May 13, 2026
IFM Investors Pty Ltd History Added to 118,214 4,710 0.04% 0.03% 181 +25,278 27.2% Q1 2026 Apr 23, 2026
XPONANCE LLC History Added to 115,958 4,620 0.03% 0.03% 182 +25,071 27.58% Q1 2026 May 13, 2026
Retirement Systems of Alabama History Reduced 110,935 4,420 0.01% 0.01% 183 -152 -0.14% Q1 2026 Apr 24, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL History Added to 105,000 4,184 0.15% 0.12% 184 +10,000 10.53% Q1 2026 May 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 104,769 4,175 0.03% 0.03% 185 +6,749 6.89% Q1 2026 Apr 24, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 104,046 4,146 0.0% 0.01% 186 +13,367 14.74% Q1 2026 May 04, 2026
SEB Asset Management AB History New 103,258 4,114 0.02% 187 +103,258 New Q1 2026 May 07, 2026
Woodline Partners LP History Reduced 102,313 4,077 0.02% 0.05% 188 -229,532 -69.17% Q1 2026 May 15, 2026
Rokos Capital Management LLP History New 100,000 3,986 0.03% 189 +100,000 New Q1 2026 May 15, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 100,000 3,985 0.04% 0.01% 190 +82,000 455.56% Q1 2026 May 04, 2026
Clearline Capital LP History Reduced 99,688 3,972 0.21% 0.42% 191 -118,000 -54.21% Q1 2026 May 15, 2026
Beverly Hills Private Wealth, LLC History Added to 96,819 3,858 0.64% 0.5% 192 +21,943 29.31% Q1 2026 May 01, 2026
DANSKE BANK A/S History Added to 96,688 3,853 0.01% 0.01% 193 +5,700 6.26% Q1 2026 May 12, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Reduced 95,909 3,821 0.06% 0.06% 194 -2,000 -2.04% Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Added to 95,550 3,807 0.0% 0.0% 195 +42,133 78.88% Q1 2026 May 12, 2026
National Pension Service History Reduced 95,107 3,790 0.0% 0.0% 196 -36,687 -27.84% Q1 2026 May 11, 2026
AMALGAMATED BANK History Reduced 95,005 3,786 0.03% 0.03% 197 -4,534 -4.55% Q1 2026 May 08, 2026
ProShare Advisors LLC History Reduced 94,616 3,770 0.01% 0.01% 198 -17,649 -15.72% Q1 2026 Apr 24, 2026
Synergy Asset Management, LLC History New 94,485 3,765 0.4% 199 +94,485 New Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Added to 92,159 3,672 0.01% 0.01% 200 +8,881 10.66% Q1 2026 May 13, 2026
Metis Global Partners, LLC History Reduced 89,020 3,547 0.09% 0.08% 201 -569 -0.64% Q1 2026 May 07, 2026
Old North State Wealth Management, LLC History Reduced 86,383 3,444 1.59% 1.72% 202 -8,199 -8.67% Q1 2026 Apr 17, 2026
CI INVESTMENTS INC. History Added to 86,398 3,442 0.02% 0.01% 203 +4,159 5.06% Q1 2026 May 13, 2026
Utah Retirement Systems History No change 85,152 3,393 0.03% 0.03% 204 0 0.0% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 84,860 3,381 0.0% 0.0% 205 -1,971 -2.27% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 84,168 3,354 0.01% 0.01% 206 +16,274 23.97% Q1 2026 May 13, 2026
Clearbridge Investments, LLC History New 81,832 3,261 0.0% 207 +81,832 New Q1 2026 May 13, 2026
Bank Pictet & Cie (Europe) AG History Added to 81,119 3,232 0.07% 0.06% 208 +4,848 6.36% Q1 2026 Apr 14, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 79,727 3,177 0.37% 0.48% 209 -19,927 -20.0% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 79,676 3,175 0.03% 0.03% 210 +395 0.5% Q1 2026 Apr 29, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 79,000 3,148 0.02% 0.0% 211 +66,700 542.28% Q1 2026 Apr 27, 2026
Sage Capital Advisors,llc History Reduced 78,179 3,115 0.72% 0.72% 212 -263 -0.34% Q1 2026 Apr 07, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 76,163 3,035 1.04% 0.99% 213 -2,805 -3.55% Q1 2026 May 15, 2026
NEOS Investment Management LLC History Added to 74,747 2,978 0.02% 0.01% 214 +38,220 104.63% Q1 2026 May 15, 2026
Havemeyer Place LP History New 73,110 2,913 0.34% 215 +73,110 New Q1 2026 May 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 71,960 2,867 0.02% 0.02% 216 -20,520 -22.19% Q1 2026 May 13, 2026
CIBC WORLD MARKETS CORP History No change 72,638 2,808 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 12, 2026
Rathbones Group PLC History Reduced 70,007 2,789 0.01% 0.01% 218 -7,503 -9.68% Q1 2026 May 12, 2026
SWS Partners History Added to 69,198 2,757 0.68% 0.58% 219 +7,386 11.95% Q1 2026 Apr 21, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 68,301 2,721 0.04% 0.04% 220 -3,333 -4.65% Q1 2026 Apr 30, 2026
Walleye Capital LLC History Added to 68,202 2,717 0.01% 0.01% 221 +802 1.19% Q1 2026 May 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 65,908 2,626 0.02% 0.01% 222 +37,672 133.42% Q1 2026 May 15, 2026
Advisors Preferred, LLC History Reduced 65,535 2,611 0.38% 0.59% 223 -25,987 -28.39% Q1 2026 May 05, 2026
D. E. Shaw & Co., Inc. History Added to 63,703 2,538 0.0% 0.0% 224 +55,587 684.91% Q1 2026 May 15, 2026
STRS OHIO History Reduced 63,361 2,524 0.01% 0.01% 225 -19 -0.03% Q1 2026 Apr 24, 2026
ALLSTATE CORP History Added to 63,044 2,512 0.03% 0.02% 226 +25,502 67.93% Q1 2026 May 11, 2026
DAVENPORT & Co LLC History Added to 62,635 2,496 0.01% 0.01% 227 +2,681 4.47% Q1 2026 Apr 15, 2026
Corient Private Wealth LLC History Added to 62,763 2,484 0.0% 0.0% 228 +53,086 548.58% Q1 2026 May 15, 2026
AGMAN CAPITAL LLC History Reduced 62,026 2,471 1.97% 2.08% 229 -1,111 -1.76% Q1 2026 Apr 29, 2026
BIP Wealth, LLC History Reduced 61,991 2,470 0.1% 0.09% 230 -388 -0.62% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 61,063 2,399 0.0% 0.01% 231 -33,863 -35.67% Q1 2026 Apr 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 59,745 2,380 0.03% 0.03% 232 0 0.0% Q1 2026 Apr 29, 2026
Cetera Investment Advisers History Added to 58,797 2,343 0.0% 0.0% 233 +8,475 16.84% Q1 2026 May 13, 2026
Vestmark Advisory Solutions, Inc. History Reduced 57,188 2,278 0.03% 0.03% 234 -9,277 -13.96% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 57,112 2,275 0.0% 0.0% 235 +13,049 29.61% Q1 2026 May 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 55,963 2,230 0.03% 0.03% 236 -2,122 -3.65% Q1 2026 Apr 24, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 55,555 2,213 0.03% 0.02% 237 -500 -0.89% Q1 2026 May 07, 2026
State of Alaska, Department of Revenue History Added to 52,380 2,087 0.02% 0.02% 238 +305 0.59% Q1 2026 Apr 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 52,316 2,085 0.01% 0.01% 239 0 0.0% Q1 2026 May 14, 2026
Cerity Partners LLC History Added to 51,797 2,064 0.0% 0.0% 240 +5,689 12.34% Q1 2026 May 15, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 51,160 2,038 0.08% 0.04% 241 +24,307 90.52% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 50,755 2,022 0.0% 0.0% 242 +16,178 46.79% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 48,997 1,952 0.0% 0.0% 243 -3,869 -7.32% Q1 2026 May 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 46,720 1,861 0.03% 244 +46,720 New Q1 2026 May 05, 2026
GROUP ONE TRADING LLC History Reduced 45,266 1,803 0.0% 0.0% 245 -14,434 -24.18% Q1 2026 May 13, 2026
Diversified Trust Co History Reduced 44,753 1,783 0.03% 0.04% 246 -14,379 -24.32% Q1 2026 Apr 16, 2026
Investment Management Corp of Ontario History Added to 44,648 1,779 0.02% 0.02% 247 +1,900 4.44% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 44,500 1,773 0.0% 0.0% 248 -10,700 -19.38% Q1 2026 May 08, 2026
Swedbank AB History No change 44,304 1,765 0.0% 0.0% 249 0 0.0% Q1 2026 Apr 29, 2026
Broyhill Asset Management, LLC History New 43,876 1,748 1.62% 250 +43,876 New Q1 2026 May 06, 2026
Banque Cantonale Vaudoise History Added to 42,154 1,681 0.06% 0.03% 251 +17,794 73.05% Q1 2026 Apr 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 42,048 1,675 0.02% 0.02% 252 -590 -1.38% Q1 2026 Apr 21, 2026
Alpha Omega Wealth Management LLC History Reduced 41,828 1,666 0.27% 0.31% 253 -7,236 -14.75% Q1 2026 Apr 07, 2026
AustralianSuper Pty Ltd History Reduced 41,462 1,652 0.01% 0.01% 254 -9,140 -18.06% Q1 2026 May 07, 2026
ADAMS NATURAL RESOURCES FUND, INC. History No change 41,300 1,645 0.19% 0.24% 255 0 0.0% Q1 2026 Apr 22, 2026
MACQUARIE GROUP LTD History Reduced 39,752 1,584 0.01% 0.01% 256 -4,430 -10.03% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 39,445 1,571 0.0% 0.0% 257 -111 -0.28% Q1 2026 Apr 27, 2026
SIMPLEX TRADING, LLC History Reduced 38,400 1,530 0.0% 0.0% 258 -32,800 -46.07% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 37,473 1,493 0.0% 0.0% 259 +19,006 102.92% Q1 2026 May 14, 2026
Fruth Investment Management History Reduced 37,037 1,475 0.37% 0.39% 260 -285 -0.76% Q1 2026 Apr 21, 2026
Tidal Investments LLC History Added to 36,718 1,463 0.0% 0.0% 261 +6,969 23.43% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Reduced 36,540 1,456 0.01% 0.01% 262 -7,192 -16.45% Q1 2026 May 15, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 36,459 1,452 0.01% 0.01% 263 +437 1.21% Q1 2026 May 15, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 34,759 1,385 0.11% 0.11% 264 -1,363 -3.77% Q1 2026 May 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 33,907 1,351 0.15% 0.13% 265 +2,360 7.48% Q1 2026 Apr 29, 2026
Polianta Ltd History Reduced 33,900 1,350 0.18% 0.19% 266 -3,700 -9.84% Q1 2026 Apr 16, 2026
Atria Investments, Inc History Added to 33,391 1,330 0.01% 0.01% 267 +14,376 75.6% Q1 2026 May 05, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 32,824 1,308 0.0% 0.0% 268 +12,181 59.01% Q1 2026 May 14, 2026
Turim 21 Investimentos Ltda. History No change 14,705 1,301 0.33% 0.5% 269 0 0.0% Q1 2026 May 15, 2026
Lombard Odier Asset Management (USA) Corp History New 32,500 1,295 0.14% 270 +32,500 New Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 32,382 1,290 0.01% 0.01% 271 +12,000 58.88% Q1 2026 May 04, 2026
FEDERATED HERMES, INC. History Reduced 32,028 1,276 0.0% 0.0% 272 -8,621 -21.21% Q1 2026 May 11, 2026
Fideuram Asset Management (Ireland) dac History Added to 29,085 1,261 0.16% 0.01% 273 +27,519 1757.28% Q1 2026 May 11, 2026
Investors Research Corp History Reduced 31,620 1,260 0.24% 0.23% 274 -200 -0.63% Q1 2026 Apr 03, 2026
MIZUHO SECURITIES USA LLC History Reduced 31,581 1,258 0.03% 0.02% 275 -6,441 -16.94% Q1 2026 May 11, 2026
HighTower Advisors, LLC History Added to 31,362 1,249 0.0% 0.0% 276 +6,018 23.75% Q1 2026 May 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 31,284 1,246 0.0% 0.0% 277 0 0.0% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 30,801 1,227 0.02% 0.03% 278 -16,296 -34.6% Q1 2026 Apr 22, 2026
PARAGON CAPITAL MANAGEMENT INC History New 30,704 1,223 1.04% 279 +30,704 New Q1 2026 Apr 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 30,632 1,220 0.0% 0.0% 280 -2,136 -6.52% Q1 2026 Apr 30, 2026
Callan Family Office, LLC History Added to 30,525 1,216 0.03% 0.01% 281 +13,579 80.13% Q1 2026 May 13, 2026
Norinchukin Bank, The History Added to 29,959 1,193 0.01% 0.01% 282 +138 0.46% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Added to 29,500 1,175 0.0% 0.0% 283 +16,700 130.47% Q1 2026 May 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 29,444 1,173 0.01% 0.0% 284 +21,111 253.34% Q1 2026 May 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 29,196 1,163 0.0% 0.0% 285 -2,980 -9.26% Q1 2026 May 05, 2026
Osmosis Investment Management UK Ltd History New 27,967 1,114 0.03% 286 +27,967 New Q1 2026 May 14, 2026
ALERUS FINANCIAL NA History New 27,168 1,082 0.05% 287 +27,168 New Q1 2026 May 12, 2026
MASTERINVEST Kapitalanlage GmbH History New 27,408 1,073 0.11% 289 +27,408 New Q1 2026 May 05, 2026
Optiver Holding B.V. History New 26,941 1,073 0.0% 288 +26,941 New Q1 2026 Jun 02, 2026
Vanguard Personalized Indexing Management, LLC History Added to 26,705 1,064 0.01% 0.01% 290 +8,242 44.64% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Reduced 26,600 1,060 0.02% 0.02% 291 -100 -0.37% Q1 2026 Apr 20, 2026
XTX Topco Ltd History Added to 26,182 1,043 0.02% 0.01% 292 +12,887 96.93% Q1 2026 May 15, 2026
Recurrent Investment Advisors LLC History Added to 26,095 1,039 0.06% 0.03% 293 +13,874 113.53% Q1 2026 May 15, 2026
Robeco Institutional Asset Management B.V. History Reduced 25,600 1,020 0.0% 0.0% 294 -82 -0.32% Q1 2026 Apr 21, 2026
Legacy Wealth Asset Management, LLC History Added to 25,511 1,016 0.25% 0.09% 295 +15,925 166.13% Q1 2026 Apr 08, 2026
Engineers Gate Manager LP History Reduced 25,483 1,015 0.01% 0.08% 296 -140,603 -84.66% Q1 2026 May 15, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 25,438 1,013 0.01% 297 +25,438 New Q1 2026 May 12, 2026
Maryland State Retirement & Pension System History No change 25,321 1,009 0.02% 0.02% 298 0 0.0% Q1 2026 May 04, 2026
EDENTREE ASSET MANAGEMENT Ltd History No change 25,000 996 0.3% 0.3% 299 0 0.0% Q1 2026 May 14, 2026
Wharton Business Group, LLC History Reduced 24,862 990 0.04% 0.04% 300 -1,880 -7.03% Q1 2026 May 07, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 24,351 971 0.0% 0.01% 301 -249,642 -91.11% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 24,280 967 0.03% 0.03% 302 +3,330 15.89% Q1 2026 May 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 23,985 956 0.03% 0.03% 303 0 0.0% Q1 2026 May 04, 2026
Cresset Asset Management, LLC History New 23,895 952 0.0% 304 +23,895 New Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History New 23,704 944 0.15% 305 +23,704 New Q1 2026 May 15, 2026
Redmond Asset Management, LLC History Reduced 23,312 928 0.25% 0.25% 306 -2,142 -8.42% Q1 2026 May 06, 2026
Abacus Planning Group, Inc. History No change 23,066 919 0.12% 0.12% 307 0 0.0% Q1 2026 Apr 07, 2026
TIAA Wealth Investment Management LLC History New 22,960 914 0.01% 308 +22,960 New Q1 2026 May 12, 2026
Empowered Funds, LLC History Reduced 22,363 891 0.01% 0.02% 310 -11,821 -34.58% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 22,374 891 0.0% 0.0% 309 +226 1.02% Q1 2026 May 15, 2026
GC Wealth Management RIA, LLC History Added to 21,838 870 0.04% 0.02% 312 +4,312 24.6% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,828 870 0.0% 0.0% 311 -332 -1.5% Q1 2026 Apr 30, 2026
GeoWealth Management, LLC History Added to 21,821 869 0.03% 0.02% 313 +4,498 25.97% Q1 2026 May 13, 2026
Allspring Global Investments Holdings, LLC History Added to 21,632 868 0.0% 0.0% 314 +495 2.34% Q1 2026 May 05, 2026
Capital International Sarl History New 21,564 859 0.01% 315 +21,564 New Q1 2026 May 13, 2026
Ascent Group, LLC History Added to 21,495 856 0.03% 0.02% 316 +4,518 26.61% Q1 2026 May 15, 2026
MUFG Securities EMEA plc History No change 21,429 853 0.01% 0.01% 317 0 0.0% Q1 2026 May 11, 2026
J. Safra Sarasin Holding AG History Reduced 21,335 849 0.01% 0.02% 318 -4,501 -17.42% Q1 2026 May 04, 2026
Federation des caisses Desjardins du Quebec History Added to 21,017 837 0.0% 0.0% 319 +4,653 28.43% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Reduced 20,753 827 0.01% 0.01% 320 -1,466 -6.6% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 20,737 826 0.0% 0.0% 321 +8,323 67.05% Q1 2026 May 07, 2026
Nicholas Hoffman & Company, LLC. History No change 20,443 814 0.02% 0.02% 322 0 0.0% Q1 2026 Apr 29, 2026
Balefire, LLC History New 20,396 812 0.15% 323 +20,396 New Q1 2026 May 07, 2026
Summit Trail Advisors, LLC History Added to 19,876 792 0.01% 0.01% 324 +1,680 9.23% Q1 2026 May 12, 2026
Saudi Central Bank History New 19,274 768 0.02% 325 +19,274 New Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 19,191 764 0.0% 0.0% 326 -1,392 -6.76% Q1 2026 Apr 20, 2026
Composition Wealth, LLC History Added to 18,354 731 0.01% 0.01% 327 +123 0.67% Q1 2026 Apr 08, 2026
Creative Planning History Added to 18,326 730 0.0% 0.0% 328 +10,974 149.27% Q1 2026 May 12, 2026
EFG International AG History Added to 18,313 729 0.02% 0.0% 329 +16,748 1070.16% Q1 2026 May 15, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 18,180 724 0.03% 0.03% 330 0 0.0% Q1 2026 May 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 18,145 723 0.07% 0.07% 331 -158 -0.86% Q1 2026 Apr 09, 2026
Allianz Asset Management GmbH History Reduced 18,082 720 0.0% 0.0% 332 -27,002 -59.89% Q1 2026 May 11, 2026
TRUIST FINANCIAL CORP History Added to 17,894 713 0.0% 0.0% 333 +1,991 12.52% Q1 2026 Apr 27, 2026
Verition Fund Management LLC History Reduced 17,864 711 0.0% 0.01% 334 -76,096 -80.99% Q1 2026 May 15, 2026
Perpetual Ltd History Added to 17,696 705 0.01% 0.01% 335 +1,408 8.64% Q1 2026 Apr 14, 2026
Crossmark Global Holdings, Inc. History Reduced 17,544 699 0.01% 0.01% 336 -1,987 -10.17% Q1 2026 May 11, 2026
J. Goldman & Co LP History New 17,500 697 0.02% 337 +17,500 New Q1 2026 May 15, 2026
Capital Group Private Client Services, Inc. History Added to 16,732 666 0.01% 0.01% 338 +2,555 18.02% Q1 2026 May 13, 2026
OMERS ADMINISTRATION Corp History Added to 16,582 660 0.0% 0.0% 339 +5,715 52.59% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 16,424 659 0.01% 0.0% 340 +14,261 659.32% Q1 2026 Apr 07, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 16,526 658 0.01% 0.0% 341 +6,307 61.72% Q1 2026 Apr 27, 2026
Merit Financial Group, LLC History Added to 16,497 657 0.0% 0.0% 342 +1,778 12.08% Q1 2026 Apr 15, 2026
BURNEY CO/ History Reduced 16,397 653 0.02% 0.02% 343 -400 -2.38% Q1 2026 Apr 29, 2026
Trium Capital LLP History Reduced 16,190 645 0.45% 0.69% 344 -6,934 -29.99% Q1 2026 Apr 16, 2026
Icon Wealth Advisors, LLC History No change 16,052 636 0.04% 0.04% 345 0 0.0% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History Reduced 15,914 634 0.0% 0.0% 346 -2,172 -12.01% Q1 2026 Apr 22, 2026
PARK AVENUE SECURITIES LLC History Added to 15,857 632 0.0% 0.0% 347 +1,734 12.28% Q1 2026 Apr 07, 2026
North Dakota State Investment Board History Reduced 15,058 600 0.03% 0.03% 348 -2,808 -15.72% Q1 2026 May 08, 2026
STANCE CAPITAL LLC History Reduced 15,045 599 0.29% 0.55% 349 -23,828 -61.3% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Added to 14,986 597 0.02% 0.02% 350 +2,116 16.44% Q1 2026 Apr 24, 2026
MUFG SECURITIES AMERICAS INC. History Added to 14,455 576 0.04% 0.03% 351 +387 2.75% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 14,385 573 0.0% 353 +14,385 New Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 14,400 573 0.0% 0.0% 352 -3,800 -20.88% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 14,341 571 0.04% 0.04% 354 +739 5.43% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 14,310 570 0.0% 0.0% 355 -4,441 -23.68% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Added to 14,127 562 0.07% 0.11% 356 +1,981 16.31% Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 14,099 561 0.02% 0.02% 357 -100 -0.7% Q1 2026 May 01, 2026
V-Square Quantitative Management LLC History Added to 13,930 555 0.06% 0.06% 358 +218 1.59% Q1 2026 Apr 27, 2026
CenterBook Partners LP History New 13,921 554 0.03% 359 +13,921 New Q1 2026 May 05, 2026
Squarepoint Ops LLC History Reduced 13,887 553 0.0% 0.0% 360 -29 -0.21% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 13,837 551 0.0% 0.0% 361 +2,886 26.35% Q1 2026 Apr 30, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 13,710 546 0.04% 0.03% 362 0 0.0% Q1 2026 May 19, 2026
NOMURA HOLDINGS INC History Added to 13,642 543 0.0% 0.0% 363 +4,375 47.21% Q1 2026 May 15, 2026
Wahed Invest LLC History Reduced 13,575 540 0.07% 0.07% 364 -146 -1.06% Q1 2026 May 13, 2026
Wealthfront Advisers LLC History Added to 13,406 534 0.0% 0.0% 365 +3,662 37.58% Q1 2026 May 05, 2026
Prosperity Consulting Group, LLC History Added to 13,083 521 0.02% 0.02% 366 +1,620 14.13% Q1 2026 May 05, 2026
Harbour Capital Advisors, LLC History New 13,125 520 0.1% 367 +13,125 New Q1 2026 Apr 29, 2026
AMG National Trust Bank History Added to 12,794 509 0.01% 0.01% 368 +3,171 32.95% Q1 2026 May 04, 2026
Caitong International Asset Management Co., Ltd History Added to 12,751 508 0.09% 0.01% 370 +12,135 1969.97% Q1 2026 May 11, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 12,769 508 0.04% 0.04% 369 -1,496 -10.49% Q1 2026 Apr 15, 2026
DRW Securities, LLC History New 12,358 492 0.01% 371 +12,358 New Q1 2026 May 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 12,299 490 0.0% 0.0% 372 -480 -3.76% Q1 2026 May 04, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 12,168 485 0.03% 0.04% 373 -5,642 -31.68% Q1 2026 Apr 28, 2026
WEALTH ALLIANCE, LLC History New 11,985 477 0.05% 374 +11,985 New Q1 2026 May 14, 2026
MANGROVE PARTNERS IM, LLC History New 11,879 473 0.04% 375 +11,879 New Q1 2026 May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 11,840 471 0.01% 0.01% 376 +213 1.83% Q1 2026 May 01, 2026
Peloton Wealth Strategists History New 11,700 466 0.19% 377 +11,700 New Q1 2026 May 14, 2026
&PARTNERS History Added to 11,420 455 0.0% 0.0% 378 +1,813 18.87% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 11,307 450 0.02% 0.01% 379 +7,260 179.39% Q1 2026 Apr 06, 2026
Tower Research Capital LLC (TRC) History Reduced 11,273 449 0.01% 0.01% 380 -613 -5.16% Q1 2026 May 15, 2026
Snowden Capital Advisors LLC History New 10,979 437 0.01% 381 +10,979 New Q1 2026 May 14, 2026
Capital International, Inc./CA/ History Added to 10,844 432 0.0% 0.0% 382 +3,047 39.08% Q1 2026 May 13, 2026
626 Financial, LLC History Reduced 10,860 432 0.19% 0.23% 383 -2,695 -19.88% Q1 2026 Apr 23, 2026
OSSIAM History Added to 10,555 420 0.01% 0.0% 384 +4,786 82.96% Q1 2026 May 14, 2026
Vestcor Inc History No change 10,257 409 0.01% 0.01% 385 0 0.0% Q1 2026 May 12, 2026
EverSource Wealth Advisors, LLC History Added to 9,877 393 0.01% 0.01% 386 +3,847 63.8% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 9,681 385 0.0% 0.0% 387 -1,103 -10.23% Q1 2026 May 14, 2026
Compound Planning, Inc. History Added to 9,634 383 0.01% 0.01% 388 +895 10.24% Q1 2026 May 14, 2026
HB Wealth Management, LLC History New 9,417 375 0.0% 389 +9,417 New Q1 2026 Apr 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 9,393 374 0.0% 0.0% 390 +1,578 20.19% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 9,265 369 0.0% 0.0% 391 +6,607 248.57% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 9,165 365 0.0% 0.0% 392 +7,111 346.2% Q1 2026 Apr 14, 2026
AlphaStar Capital Management, LLC History New 9,130 363 0.03% 394 +9,130 New Q1 2026 Apr 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 9,125 363 0.02% 0.02% 393 +300 3.4% Q1 2026 Apr 28, 2026
M&T BANK CORP History Reduced 8,706 346 0.0% 0.0% 395 -2,576 -22.83% Q1 2026 May 12, 2026
TCW GROUP INC History Added to 8,537 340 0.0% 0.0% 396 +413 5.08% Q1 2026 May 14, 2026
Moors & Cabot, Inc. History Reduced 8,466 337 0.01% 0.01% 397 -4 -0.05% Q1 2026 May 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 8,344 332 0.01% 0.01% 398 -4,127 -33.09% Q1 2026 May 14, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Reduced 8,289 330 0.21% 0.24% 399 -2,759 -24.97% Q1 2026 Apr 27, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,785 310 0.0% 0.0% 400 -9,485 -54.92% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 8,025 310 0.01% 0.01% 401 0 0.0% Q4 2025 Feb 06, 2026
LBP AM SA History Reduced 7,365 293 0.0% 0.01% 403 -20,689 -73.75% Q1 2026 Apr 27, 2026
Concentric Capital Strategies, LP History New 7,370 293 0.02% 404 +7,370 New Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 7,359 293 0.0% 0.0% 402 +2,456 50.09% Q1 2026 May 01, 2026
Pflug Koory, LLC History No change 7,292 290 0.13% 0.13% 405 0 0.0% Q1 2026 Apr 21, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 7,207 287 0.12% 0.11% 406 0 0.0% Q1 2026 Apr 27, 2026
Mariner, LLC History Reduced 7,175 285 0.0% 0.0% 407 -13,080 -64.58% Q1 2026 May 13, 2026
Chicago Capital, LLC History No change 7,075 281 0.01% 0.01% 408 0 0.0% Q1 2026 Apr 23, 2026
Patten Group, Inc. History Added to 7,041 280 0.05% 0.05% 409 +12 0.17% Q1 2026 Apr 24, 2026
Caprock Group, LLC History Added to 6,853 273 0.01% 0.01% 410 +43 0.63% Q1 2026 May 11, 2026
Diligent Investors, LLC History Reduced 6,805 271 0.07% 0.07% 411 -735 -9.75% Q1 2026 Apr 15, 2026
TWINBEECH CAPITAL LP History New 6,700 266 0.03% 412 +6,700 New Q1 2026 May 15, 2026
CWM, LLC History Added to 6,617 263 0.0% 0.0% 414 +2,405 57.1% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 6,603 263 0.0% 0.0% 413 -825 -11.11% Q1 2026 May 15, 2026
PATTON FUND MANAGEMENT, INC. History Added to 6,603 263 0.04% 0.03% 415 +502 8.23% Q1 2026 Apr 22, 2026
Farringdon Capital, Ltd. History New 6,553 261 0.06% 416 +6,553 New Q1 2026 May 15, 2026
ASR Vermogensbeheer N.V. History New 6,300 251 0.0% 417 +6,300 New Q1 2026 Apr 30, 2026
Aaron Wealth Advisors LLC History New 6,229 248 0.01% 418 +6,229 New Q1 2026 Apr 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 6,198 246 0.0% 0.0% 419 +5,389 666.13% Q1 2026 May 13, 2026
AE Wealth Management LLC History Reduced 6,142 244 0.0% 0.08% 420 -363,510 -98.34% Q1 2026 May 13, 2026
Trivium Point Advisory, LLC History Added to 6,134 244 0.04% 0.02% 421 +919 17.62% Q1 2026 Apr 21, 2026
BLAIR WILLIAM & CO/IL History New 6,064 241 0.0% 422 +6,064 New Q1 2026 May 08, 2026
Hibernia Wealth Partners, LLC History Added to 5,950 237 0.07% 0.07% 423 +118 2.02% Q1 2026 May 04, 2026
Avanza Fonder AB History Added to 5,870 233 0.01% 0.01% 424 +253 4.5% Q1 2026 Apr 15, 2026
Blue Trust, Inc. History Reduced 5,791 230 0.0% 0.01% 425 -10,471 -64.39% Q1 2026 Apr 20, 2026
Calamos Advisors LLC History New 5,627 224 0.0% 426 +5,627 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History New 5,627 224 0.01% 427 +5,627 New Q1 2026 May 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 5,547 221 0.0% 428 +5,547 New Q1 2026 Apr 24, 2026
Avise Financial Cooperative, Inc. History Reduced 5,507 219 0.18% 0.19% 429 -35 -0.63% Q1 2026 Apr 22, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 5,451 217 0.02% 0.04% 430 -6,576 -54.68% Q1 2026 May 12, 2026
Oak Thistle LLC History New 5,429 216 0.02% 431 +5,429 New Q1 2026 Apr 10, 2026
Harbor Advisors LLC History No change 5,315 211 0.03% 0.03% 432 0 0.0% Q1 2026 May 07, 2026
OneAscent Financial Services LLC History New 5,238 208 0.01% 433 +5,238 New Q1 2026 Apr 21, 2026
BENJAMIN EDWARDS INC History New 5,173 206 0.0% 434 +5,173 New Q1 2026 May 12, 2026
JOURNEY STRATEGIC WEALTH LLC History New 5,155 205 0.01% 435 +5,155 New Q1 2026 Apr 15, 2026
WESBANCO BANK INC History New 5,045 201 0.01% 436 +5,045 New Q1 2026 Apr 21, 2026
RiverFront Investment Group, LLC History New 5,034 200 0.0% 437 +5,034 New Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 4,983 198 0.0% 0.0% 438 -4,035 -44.74% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 4,881 194 0.0% 0.0% 439 -512 -9.49% Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,808 191 0.02% 0.02% 440 -760 -13.65% Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History No change 4,710 187 0.01% 0.01% 441 0 0.0% Q1 2026 May 13, 2026
New Age Alpha Advisors, LLC History Added to 4,664 185 0.01% 0.01% 442 +338 7.81% Q1 2026 May 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 4,506 179 0.05% 0.04% 443 +709 18.67% Q1 2026 Apr 29, 2026
Arax Advisory Partners History Added to 4,131 166 0.0% 0.0% 444 +848 25.83% Q1 2026 May 13, 2026
CX Institutional History Added to 4,096 163 0.0% 0.0% 445 +207 5.32% Q1 2026 Apr 06, 2026
OSTRUM ASSET MANAGEMENT History Added to 3,993 159 0.01% 0.01% 446 +59 1.5% Q1 2026 May 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 3,883 154 0.0% 447 +3,883 New Q1 2026 May 12, 2026
Hughes Financial Services, LLC History New 3,556 141 0.02% 448 +3,556 New Q1 2026 Apr 29, 2026
Citizens National Bank Trust Department History No change 3,290 131 0.02% 0.02% 449 0 0.0% Q1 2026 May 04, 2026
Advisory Services Network, LLC History New 3,272 130 0.0% 450 +3,272 New Q1 2026 May 15, 2026
BESSEMER GROUP INC History Added to 3,208 128 0.0% 0.0% 451 +1,547 93.14% Q1 2026 May 06, 2026
Geneos Wealth Management Inc. History Reduced 3,122 124 0.0% 0.0% 452 -48 -1.51% Q1 2026 May 04, 2026
Allworth Financial LP History Added to 3,051 121 0.0% 0.0% 454 +837 37.8% Q1 2026 May 14, 2026
Transamerica Financial Advisors, LLC History Added to 3,056 121 0.01% 0.01% 453 +341 12.56% Q1 2026 May 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 2,990 119 0.07% 0.03% 455 +340 12.83% Q1 2026 May 01, 2026
Penserra Capital Management LLC History Added to 2,917 115 0.0% 0.0% 456 +102 3.62% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 2,849 113 0.01% 0.01% 457 +1,807 173.42% Q1 2026 Apr 06, 2026
Bank & Trust Co History No change 2,702 107 0.07% 0.07% 458 0 0.0% Q1 2026 Apr 13, 2026
IFP Advisors, Inc History Added to 2,671 106 0.0% 0.0% 459 +2,206 474.41% Q1 2026 Apr 13, 2026
Skylands Capital, LLC History No change 2,617 104 0.01% 0.01% 460 0 0.0% Q1 2026 Apr 22, 2026
Hartford Financial Management Inc. History No change 2,605 103 0.03% 0.03% 461 0 0.0% Q1 2026 Apr 15, 2026
Siemens Fonds Invest GmbH History No change 3,181 94 0.01% 0.0% 462 0 0.0% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 2,323 88 0.0% 0.0% 463 -409 -14.97% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 2,185 87 0.0% 0.0% 464 +104 5.0% Q1 2026 May 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,120 84 0.0% 0.0% 465 -620 -22.63% Q1 2026 Apr 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,958 78 0.0% 0.0% 466 -489 -19.98% Q1 2026 Apr 27, 2026
Covestor Ltd History Reduced 1,905 76 0.05% 0.05% 467 -355 -15.71% Q1 2026 May 05, 2026
MAI Capital Management History Added to 1,725 68 0.0% 0.0% 468 +192 12.52% Q1 2026 May 15, 2026
McIlrath & Eck, LLC History Reduced 1,680 66 0.0% 0.01% 469 -347 -17.12% Q1 2026 May 19, 2026
Axiom Investment Management LLC History New 1,554 61 0.05% 471 +1,554 New Q1 2026 May 26, 2026
SageView Advisory Group, LLC History No change 1,599 61 0.0% 0.0% 470 0 0.0% Q4 2025 Feb 17, 2026
CYBER HORNET ETFs LLC History Added to 1,434 57 0.04% 0.02% 472 +620 76.17% Q1 2026 May 08, 2026
BFSG, LLC History No change 1,415 56 0.01% 0.01% 473 0 0.0% Q1 2026 Apr 28, 2026
HUNTINGTON NATIONAL BANK History Added to 1,371 54 0.0% 0.0% 474 +354 34.81% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 1,277 51 0.0% 0.0% 475 +637 99.53% Q1 2026 May 12, 2026
NBC SECURITIES, INC. History Added to 1,199 47 0.0% 0.0% 476 +3 0.25% Q1 2026 Apr 14, 2026
Bayforest Capital Ltd History New 1,157 46 0.05% 477 +1,157 New Q1 2026 Apr 15, 2026
SIGNATUREFD, LLC History Added to 1,058 42 0.0% 0.0% 478 +748 241.29% Q1 2026 Apr 07, 2026
Oakworth Capital, Inc. History No change 1,000 39 0.0% 0.0% 479 0 0.0% Q1 2026 Apr 24, 2026
Parallel Advisors, LLC History Added to 933 37 0.0% 0.0% 481 +118 14.48% Q1 2026 Jun 02, 2026
MARINER INVESTMENT GROUP LLC History No change 50,000 37 0.01% 0.0% 480 0 0.0% Q1 2026 May 05, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 920 36 0.01% 0.01% 482 0 0.0% Q1 2026 May 15, 2026
McMillan Office, Inc. History No change 911 36 0.0% 0.0% 483 0 0.0% Q1 2026 Apr 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 899 35 0.0% 0.02% 486 -222,531 -99.6% Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 883 35 0.0% 485 +868 5786.67% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 895 35 0.0% 0.0% 484 +628 235.21% Q1 2026 May 07, 2026
NewEdge Advisors, LLC History Added to 779 31 0.0% 0.0% 487 +176 29.19% Q1 2026 Jun 02, 2026
REXFORD CAPITAL INC History No change 800 31 0.02% 0.02% 488 0 0.0% Q1 2026 Apr 23, 2026
Root Financial Partners, LLC History Added to 768 30 0.0% 0.0% 489 +501 187.64% Q1 2026 Apr 24, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 746 29 0.0% 0.0% 490 +13 1.77% Q1 2026 Apr 27, 2026
DV EQUITIES, LLC History No change 725 28 0.01% 0.01% 491 0 0.0% Q4 2025 Feb 17, 2026
Sarver Vrooman Wealth Advisors History No change 712 28 0.02% 0.02% 492 0 0.0% Q1 2026 Apr 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 693 27 0.0% 0.0% 493 +21 3.13% Q1 2026 Apr 13, 2026
TSFG, LLC History No change 672 27 0.0% 0.0% 494 0 0.0% Q1 2026 Apr 27, 2026
Twin Lakes Capital Management, LLC History No change 699 27 0.01% 0.01% 495 0 0.0% Q1 2026 May 18, 2026
Ancora Advisors LLC History Reduced 655 26 0.0% 0.0% 498 -392 -37.44% Q1 2026 May 15, 2026
Manchester Capital Management LLC History Added to 655 26 0.0% 0.0% 497 +120 22.43% Q1 2026 May 11, 2026
FIRST UNITED BANK & TRUST History No change 675 26 0.01% 0.01% 496 0 0.0% Q1 2026 Apr 21, 2026
Cromwell Holdings LLC History Added to 612 24 0.01% 0.01% 499 +62 11.27% Q1 2026 Apr 30, 2026
Raiffeisen Bank International AG History Added to 605 23 0.0% 0.0% 500 +272 81.68% Q1 2026 Apr 24, 2026
Kimelman & Baird, LLC History Reduced 550 21 0.0% 0.02% 502 -7,700 -93.33% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 549 21 0.0% 0.0% 501 0 0.0% Q4 2025 Feb 12, 2026
Medallion Wealth Advisors, LLC History No change 520 20 0.01% 0.01% 503 0 0.0% Q1 2026 Apr 24, 2026
Strategic Wealth Partners, Ltd. History No change 498 19 0.0% 0.0% 504 0 0.0% Q1 2026 May 12, 2026
Salomon & Ludwin, LLC History New 465 18 0.0% 506 +465 New Q1 2026 May 11, 2026
Deseret Mutual Benefit Administrators History New 454 18 0.01% 507 +454 New Q1 2026 May 08, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 471 18 0.0% 0.0% 505 0 0.0% Q1 2026 Apr 10, 2026
MATHER GROUP, LLC. History New 436 17 0.0% 508 +436 New Q1 2026 Apr 13, 2026
SOA Wealth Advisors, LLC. History New 400 15 0.0% 514 +400 New Q1 2026 May 20, 2026
CVA Family Office, LLC History Added to 390 15 0.0% 513 +374 2337.5% Q1 2026 Apr 29, 2026
MEEDER ASSET MANAGEMENT INC History Added to 397 15 0.0% 0.0% 509 +150 60.73% Q1 2026 May 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 385 15 0.0% 0.0% 510 +99 34.62% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 396 15 0.0% 0.0% 512 +49 14.12% Q1 2026 May 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 381 15 0.0% 0.0% 511 0 0.0% Q1 2026 Apr 13, 2026
NBT BANK N A /NY History Added to 356 14 0.0% 0.0% 515 +317 812.82% Q1 2026 Apr 28, 2026
Essential Partners LLC History Reduced 352 14 0.0% 0.01% 516 -223 -38.78% Q1 2026 May 21, 2026
Larson Financial Group LLC History Added to 331 13 0.0% 0.0% 518 +118 55.4% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 328 13 0.0% 0.0% 517 +108 49.09% Q1 2026 May 11, 2026
Sapience Investments, LLC History Reduced 318 12 1.56% 2.49% 520 -16,783 -98.14% Q1 2026 May 15, 2026
HHM Wealth Advisors, LLC History New 313 12 0.0% 522 +313 New Q1 2026 Apr 17, 2026
Rossby Financial, LCC History Added to 323 12 0.0% 0.0% 521 +57 21.43% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 313 12 0.0% 0.0% 519 0 0.0% Q1 2026 Apr 23, 2026
Quarry LP History Added to 282 11 0.0% 0.0% 525 +174 161.11% Q1 2026 May 15, 2026
MONETARY MANAGEMENT GROUP INC History No change 300 11 0.0% 0.0% 523 0 0.0% Q1 2026 May 13, 2026
Pinnacle Bancorp, Inc. History No change 297 11 0.0% 0.0% 524 0 0.0% Q1 2026 Apr 22, 2026
Heritage Wealth Advisors History New 263 10 0.0% 526 +263 New Q1 2026 May 13, 2026
Wilmington Savings Fund Society, FSB History Reduced 226 9 0.0% 0.0% 527 -538 -70.42% Q1 2026 Apr 30, 2026
Whipplewood Advisors, LLC History Added to 250 9 0.0% 531 +240 2400.0% Q1 2026 Apr 30, 2026
SHP Wealth Management History Reduced 230 9 0.0% 0.0% 528 -70 -23.33% Q1 2026 May 08, 2026
Beaird Harris Wealth Management, LLC History No change 234 9 0.0% 0.0% 529 0 0.0% Q1 2026 May 14, 2026
Smallwood Wealth Investment Management, LLC History No change 248 9 0.0% 0.0% 530 0 0.0% Q1 2026 Apr 22, 2026
Kemnay Advisory Services Inc. History New 210 8 0.0% 534 +210 New Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Added to 213 8 0.0% 0.0% 532 +159 294.44% Q1 2026 Apr 15, 2026
Financial Perspectives, Inc History No change 224 8 0.0% 0.0% 533 0 0.0% Q1 2026 May 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 195 7 0.0% 0.01% 535 -3,246 -94.33% Q1 2026 May 08, 2026
GW&K Investment Management, LLC History Added to 187 7 0.0% 0.0% 537 +26 16.15% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History No change 190 7 0.0% 0.0% 536 0 0.0% Q1 2026 May 12, 2026
WPG Advisers, LLC History Reduced 172 6 0.0% 0.01% 541 -17 -8.99% Q1 2026 Apr 29, 2026
Westfuller Advisors, LLC History Added to 174 6 0.0% 0.0% 540 +2 1.16% Q1 2026 Apr 28, 2026
PROSPERITY BANCSHARES INC History No change 171 6 0.0% 0.01% 538 0 0.0% Q1 2026 May 12, 2026
EASTERN BANK History No change 156 6 0.0% 0.0% 539 0 0.0% Q1 2026 Apr 07, 2026
Clearstead Advisors, LLC History Reduced 135 5 0.0% 0.0% 542 -1,192 -89.83% Q1 2026 May 06, 2026
Key Capital Management, INC History Added to 141 5 0.0% 0.0% 548 +106 302.86% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History Added to 133 5 0.0% 0.0% 547 +83 166.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 149 5 0.0% 0.0% 546 -55 -26.96% Q1 2026 Apr 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 137 5 0.0% 0.0% 545 +39 39.8% Q1 2026 Apr 20, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 150 5 0.0% 0.0% 543 0 0.0% Q1 2026 May 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 115 5 0.0% 0.0% 544 0 0.0% Q1 2026 May 15, 2026
E Fund Management (Hong Kong) Co., Ltd. History New 121 4 0.0% 557 +121 New Q1 2026 Apr 08, 2026
Bell Investment Advisors, Inc History Added to 123 4 0.0% 553 +108 720.0% Q1 2026 Apr 17, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 110 4 0.0% 0.0% 551 +73 197.3% Q1 2026 Apr 15, 2026
SJS Investment Consulting Inc. History Reduced 113 4 0.0% 0.0% 554 -35 -23.65% Q1 2026 Apr 23, 2026
Abound Wealth Management History Added to 101 4 0.0% 0.0% 555 +16 18.82% Q1 2026 Apr 10, 2026
PRIVATE TRUST CO NA History Added to 108 4 0.0% 0.0% 549 +11 11.34% Q1 2026 Apr 30, 2026
St. Johns Investment Management Company, LLC History No change 110 4 0.0% 0.0% 550 0 0.0% Q1 2026 Apr 28, 2026
Key FInancial Inc History No change 117 4 0.0% 0.0% 552 0 0.0% Q1 2026 Apr 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 113 4 0.0% 0.0% 556 0 0.0% Q1 2026 Apr 22, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 86 3 0.0% 0.0% 560 -690 -88.92% Q1 2026 Apr 30, 2026
Nemes Rush Group LLC History New 95 3 0.0% 567 +95 New Q1 2026 Apr 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 87 3 0.0% 569 +87 New Q1 2026 May 08, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History New 84 3 0.0% 566 +84 New Q1 2026 May 11, 2026
Bruce G. Allen Investments, LLC History New 83 3 0.0% 568 +83 New Q1 2026 May 08, 2026
Clearstead Trust, LLC History Added to 83 3 0.0% 562 +79 1975.0% Q1 2026 May 06, 2026
Cornerstone Planning Group LLC History Added to 87 3 0.0% 0.0% 563 +50 135.14% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 85 3 0.0% 0.0% 561 +14 19.72% Q1 2026 Apr 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 94 3 0.0% 0.0% 565 +10 11.9% Q1 2026 May 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 86 3 0.0% 0.0% 558 +1 1.18% Q1 2026 May 05, 2026
North Star Investment Management Corp. History No change 86 3 0.0% 0.0% 559 0 0.0% Q1 2026 Apr 23, 2026
Colonial Trust Co / SC History No change 99 3 0.0% 0.0% 564 0 0.0% Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History Reduced 51 2 0.0% 0.05% 572 -6,653 -99.24% Q1 2026 May 13, 2026
IMA Advisory Services, Inc. History Reduced 72 2 0.0% 0.0% 570 -672 -90.32% Q1 2026 May 06, 2026
Ascentis Independent Advisors History New 61 2 0.0% 580 +61 New Q1 2026 Apr 28, 2026
Rialto Wealth Management, LLC History Added to 70 2 0.0% 576 +57 438.46% Q1 2026 May 14, 2026
HIGHLINE WEALTH PARTNERS LLC History New 53 2 0.0% 581 +53 New Q1 2026 Apr 06, 2026
Avion Wealth History Added to 52 2 0.0% 0.0% 573 +12 30.0% Q1 2026 May 01, 2026
Signature Equity Partners, LLC History Added to 60 2 0.0% 0.0% 578 +7 13.21% Q1 2026 May 13, 2026
True Wealth Design, LLC History Added to 65 2 0.0% 0.0% 575 +6 10.17% Q1 2026 Apr 13, 2026
Hilton Head Capital Partners, LLC History Reduced 64 2 0.0% 0.0% 579 -2 -3.03% Q1 2026 Apr 20, 2026
DT Investment Partners, LLC History No change 60 2 0.0% 0.0% 571 0 0.0% Q1 2026 May 14, 2026
Quent Capital, LLC History No change 62 2 0.0% 0.0% 574 0 0.0% Q1 2026 Apr 28, 2026
MASECO LLP History No change 56 2 0.0% 0.0% 577 0 0.0% Q1 2026 Apr 21, 2026
Bogart Wealth, LLC History New 34 1 0.0% 594 +34 New Q1 2026 Apr 28, 2026
JPL Wealth Management, LLC History New 33 1 0.0% 596 +33 New Q1 2026 May 08, 2026
Wall Street Financial Group, Inc. History New 31 1 0.0% 597 +31 New Q1 2026 May 05, 2026
Washington Trust Advisors, Inc. History New 27 1 0.0% 595 +27 New Q1 2026 Apr 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 44 1 0.0% 584 +26 144.44% Q1 2026 Apr 14, 2026
Burk Holdings LLC History New 26 1 0.0% 598 +26 New Q1 2026 May 07, 2026
Bay Harbor Wealth Management, LLC History Added to 39 1 0.0% 582 +21 116.67% Q1 2026 Apr 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 41 1 0.0% 588 +21 105.0% Q1 2026 May 06, 2026
Retirement Wealth Solutions LLC History Added to 31 1 0.0% 591 +18 138.46% Q1 2026 Apr 07, 2026
DiNuzzo Private Wealth, Inc. History Added to 36 1 0.0% 587 +14 63.64% Q1 2026 Apr 08, 2026
American Capital Advisory, LLC History Added to 27 1 0.0% 590 +14 107.69% Q1 2026 Apr 29, 2026
Aspect Partners, LLC History Added to 42 1 0.0% 0.0% 586 +4 10.53% Q1 2026 Apr 02, 2026
Addison Advisors LLC History No change 40 1 0.0% 0.0% 583 0 0.0% Q1 2026 May 08, 2026
ORG Partners LLC History No change 37 1 0.0% 0.0% 585 0 0.0% Q4 2025 Jan 14, 2026
Clayton Financial Group LLC History No change 32 1 0.0% 0.0% 589 0 0.0% Q1 2026 Apr 13, 2026
Groupe la Francaise History No change 36 1 0.0% 0.0% 592 0 0.0% Q1 2026 May 21, 2026
Sunrise Financial Services, LLC History No change 42 1 0.0% 0.0% 593 0 0.0% Q1 2026 Apr 29, 2026
Weiss Asset Management LP History Closed out 0 0 0.29% -526,730 -100.0% Q1 2026 May 15, 2026
Foresight Group Ltd Liability Partnership History Closed out 0 0 2.96% -507,408 -100.0% Q1 2026 May 04, 2026
Rubric Capital Management LP History Closed out 0 0 0.18% -400,000 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.22% -393,812 -100.0% Q1 2026 May 15, 2026
Ninety One UK Ltd History Closed out 0 0 0.03% -376,677 -100.0% Q1 2026 Apr 24, 2026
ING GROEP NV History Closed out 0 0 0.09% -366,409 -100.0% Q1 2026 May 11, 2026
Distillate Capital Partners LLC History Closed out 0 0 0.68% -343,304 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.01% -340,034 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.02% -290,304 -100.0% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.05% -277,935 -100.0% Q1 2026 May 07, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.05% -255,515 -100.0% Q1 2026 May 14, 2026
Benson Investment Management Company, Inc. History Closed out 0 0 2.22% -164,665 -100.0% Q1 2026 Apr 13, 2026
Ninety One SA (PTY) Ltd History Closed out 0 0 0.24% -145,854 -100.0% Q1 2026 Apr 24, 2026
Saba Capital Management, L.P. History Closed out 0 0 0.16% -137,389 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.04% -104,102 -100.0% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.17% -93,658 -100.0% Q1 2026 May 15, 2026
SIH Partners, LLLP History Closed out 0 0 0.07% -88,972 -100.0% Q1 2026 May 15, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History Closed out 0 0 0.21% -79,700 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -58,130 -100.0% Q1 2026 May 06, 2026
WINTON GROUP Ltd History Closed out 0 0 0.06% -43,126 -100.0% Q1 2026 May 12, 2026
Walnut Level Capital LLC History Closed out 0 0 1.1% -41,813 -100.0% Q1 2026 May 15, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 0.09% -40,195 -100.0% Q1 2026 May 06, 2026
Board of the Pension Protection Fund History Closed out 0 0 1.36% -36,900 -100.0% Q1 2026 Apr 27, 2026
Kentucky Retirement Systems History Closed out 0 0 0.03% -32,709 -100.0% Q1 2026 May 19, 2026
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 0.04% -28,100 -100.0% Q1 2026 May 15, 2026
Howard Capital Management Inc. History Closed out 0 0 0.01% -23,883 -100.0% Q1 2026 May 05, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Closed out 0 0 0.31% -23,542 -100.0% Q1 2026 Apr 10, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.0% -20,840 -100.0% Q1 2026 May 15, 2026
Bright Futures Wealth Management, LLC. History Closed out 0 0 0.59% -20,624 -100.0% Q1 2026 Apr 15, 2026
Parkside Investments, LLC History Closed out 0 0 0.1% -20,000 -100.0% Q1 2026 Apr 08, 2026
Ethic Inc. History Closed out 0 0 0.01% -18,576 -100.0% Q1 2026 Apr 27, 2026
Qsemble Capital Management, LP History Closed out 0 0 0.06% -17,467 -100.0% Q1 2026 May 07, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -17,206 -100.0% Q1 2026 May 14, 2026
WBI INVESTMENTS, LLC History Closed out 0 0 0.16% -15,958 -100.0% Q1 2026 May 11, 2026
Marathon Trading Investment Management LLC History Closed out 0 0 0.01% -14,628 -100.0% Q1 2026 May 14, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -14,265 -100.0% Q1 2026 Apr 23, 2026
Centennial Wealth Advisory LLC History Closed out 0 0 0.13% -12,470 -100.0% Q1 2026 Apr 20, 2026
OLD MISSION CAPITAL LLC History Closed out 0 0 0.01% -12,231 -100.0% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 0.01% -11,988 -100.0% Q1 2026 May 08, 2026
Berkeley Capital Partners, LLC History Closed out 0 0 0.08% -8,736 -100.0% Q1 2026 May 06, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 0.01% -8,441 -100.0% Q1 2026 Apr 21, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 0.0% -7,800 -100.0% Q1 2026 May 13, 2026
Empirical Finance, LLC History Closed out 0 0 0.01% -7,342 -100.0% Q1 2026 May 14, 2026
Leonteq Securities AG History Closed out 0 0 0.07% -7,286 -100.0% Q1 2026 Apr 27, 2026
International Private Wealth Advisors LLC History Closed out 0 0 0.17% -7,152 -100.0% Q1 2026 Apr 21, 2026
Jain Global LLC History Closed out 0 0 0.0% -6,692 -100.0% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Closed out 0 0 0.0% -6,202 -100.0% Q1 2026 Apr 28, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -6,101 -100.0% Q1 2026 May 01, 2026
Pinnacle Financial Partners, Inc. History Closed out 0 0 0.0% -5,653 -100.0% Q1 2026 May 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Closed out 0 0 0.0% -5,499 -100.0% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Closed out 0 0 0.0% -5,388 -100.0% Q1 2026 May 05, 2026
WHITEBOX ADVISORS LLC History Closed out 0 0 0.0% -5,348 -100.0% Q1 2026 May 15, 2026
Mach-1 Financial Group, LLC History Closed out 0 0 0.04% -5,289 -100.0% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Closed out 0 0 0.01% -5,279 -100.0% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -5,266 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -4,594 -100.0% Q1 2026 Apr 30, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.04% -3,500 -100.0% Q1 2026 Apr 15, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -2,689 -100.0% Q1 2026 May 15, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.03% -1,110 -100.0% Q1 2026 May 07, 2026
DV Trading LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.01% -360 -100.0% Q1 2026 May 04, 2026
State of Wyoming History Closed out 0 0 0.0% -352 -100.0% Q1 2026 May 13, 2026
Spire Wealth Management History Reduced 19 0 0.0% -166 -89.73% Q1 2026 Apr 22, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -140 -100.0% Q1 2026 May 06, 2026
Anchor Investment Management, LLC History Closed out 0 0 0.0% -117 -100.0% Q1 2026 May 01, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -112 -100.0% Q1 2026 May 15, 2026
Torren Management, LLC History Closed out 0 0 0.0% -47 -100.0% Q1 2026 Apr 30, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 10 0 0.0% -30 -75.0% Q1 2026 Apr 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 14, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 12, 2026
Silicon Valley Capital Partners History New 24 0 +24 New Q1 2026 May 19, 2026
Sunbelt Securities, Inc. History New 23 0 +23 New Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History New 22 0 +22 New Q1 2026 Apr 17, 2026
Portus Wealth Advisors, LLC History New 15 0 +15 New Q1 2026 Apr 22, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 -15 -100.0% Q1 2026 May 07, 2026
Vermillion Wealth Management, Inc. History New 14 0 +14 New Q1 2026 Apr 17, 2026
Financial Management Professionals, Inc. History New 12 0 +12 New Q1 2026 Apr 15, 2026
Destiny Wealth Partners, LLC History New 10 0 +10 New Q1 2026 May 11, 2026
TopTier Wealth Management, LLC History New 10 0 +10 New Q1 2026 May 05, 2026
CURIO WEALTH, LLC History Added to 23 0 +8 53.33% Q1 2026 May 11, 2026
1015 Capital Partners, LLC History Added to 20 0 +8 66.67% Q1 2026 May 11, 2026
Davis Capital Management History New 8 0 +8 New Q1 2026 Apr 16, 2026
Quaker Wealth Management, LLC History Added to 17 0 +7 70.0% Q1 2026 Apr 10, 2026
Investors Portfolio Services LLC History New 7 0 +7 New Q1 2026 May 14, 2026
Dogwood Wealth Management LLC History New 6 0 +6 New Q1 2026 May 12, 2026
Activest Wealth Management History Added to 15 0 +5 50.0% Q1 2026 Apr 15, 2026
HFM Investment Advisors, LLC History Added to 12 0 +5 71.43% Q1 2026 May 01, 2026
MidFirst Bank History New 5 0 +5 New Q1 2026 May 15, 2026
NVWM, LLC History Closed out 0 0 -5 -100.0% Q1 2026 Apr 27, 2026
Cassaday & Co Wealth Management LLC History New 3 0 +3 New Q1 2026 May 07, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 06, 2026
CENTRAL TRUST Co History No change 12 0 0 0.0% Q1 2026 Apr 17, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6 0 0 0.0% Q1 2026 Apr 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 23 0 0 0.0% Q1 2026 Apr 27, 2026
First Command Advisory Services, Inc. History No change 19 0 0 0.0% Q1 2026 May 07, 2026
CoreCap Advisors, LLC History No change 7 0 0 0.0% Q1 2026 Apr 07, 2026
Wealth Preservation Advisors, LLC History No change 6 0 0 0.0% Q1 2026 May 15, 2026
Valued Wealth Advisors LLC History No change 13 0 0 0.0% Q1 2026 Apr 30, 2026
Principia Wealth Advisory, LLC History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
Kilter Group LLC History No change 25 0 0 0.0% Q1 2026 May 14, 2026