Toll Brothers, Inc. - TOL

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 Reduced 9,949,088 1,357,752 0.02% 0.02% 1 -122,566 -1.22% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 9,176,872 1,240,896 0.02% 0.02% 2 0 0.0% Q4 2025 Jan 29, 2026
GREENHAVEN ASSOCIATES INC History Added to 5,645,309 770,415 12.69% 12.28% 3 +42,122 0.75% Q1 2026 Apr 06, 2026
Capital World Investors History Added to 5,207,777 710,705 0.1% 0.1% 4 +11,475 0.22% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,252,652 580,359 0.01% 5 +4,252,652 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,170,253 569,114 0.03% 6 +4,170,253 New Q1 2026 May 08, 2026
FMR LLC History Added to 3,505,038 478,332 0.03% 0.02% 7 +192,136 5.8% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 3,359,665 458,493 0.02% 0.02% 8 -11,181 -0.33% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,990,447 408,062 0.08% 0.08% 9 +100,718 3.49% Q1 2026 May 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,379,639 324,808 0.02% 0.02% 10 +72,397 3.14% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,766,487 238,016 0.11% 0.16% 11 -434,499 -19.74% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History Added to 1,418,543 193,588 0.13% 0.09% 12 +327,953 30.07% Q1 2026 May 06, 2026
CITADEL ADVISORS LLC History Reduced 1,377,436 187,978 0.03% 0.03% 13 -113,518 -7.61% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,336,278 182,361 0.02% 0.02% 14 +204,682 18.09% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 1,273,748 173,828 0.01% 0.01% 15 +167,955 15.19% Q1 2026 May 15, 2026
NORGES BANK History No change 1,244,726 168,311 0.02% 0.02% 16 0 0.0% Q4 2025 Feb 10, 2026
Holocene Advisors, LP History Added to 1,059,585 144,601 0.35% 0.28% 17 +61,222 6.13% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 1,032,910 140,961 0.03% 0.02% 18 -1,777 -0.17% Q1 2026 May 05, 2026
BAMCO INC /NY/ History Reduced 932,031 127,194 0.38% 0.43% 19 -234,239 -20.08% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 855,583 116,761 0.02% 0.01% 20 -4,137 -0.48% Q1 2026 May 14, 2026
LSV ASSET MANAGEMENT History Reduced 819,359 111,818 0.24% 0.25% 21 -34,183 -4.0% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 814,317 111,129 0.05% 0.03% 22 +248,995 44.04% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 809,565 110,481 0.14% 0.12% 23 +135,115 20.03% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 762,752 104,092 0.07% 0.08% 24 -343,002 -31.02% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 751,404 102,544 0.01% 0.01% 25 -7,676 -1.01% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 728,104 99,364 0.02% 0.01% 26 +24,080 3.42% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 598,128 81,626 0.06% 0.06% 27 -4,925 -0.82% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 587,377 80,159 0.02% 28 +587,377 New Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 555,716 72,498 0.0% 0.0% 29 +190,838 52.3% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Added to 528,903 72,209 0.03% 0.03% 30 +62,168 13.32% Q1 2026 May 18, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 518,135 70,488 0.02% 0.02% 31 -31,553 -5.74% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 509,442 69,523 0.01% 0.02% 32 -507,670 -49.91% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 501,528 68,443 0.08% 0.04% 33 +212,427 73.48% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 497,751 67,928 0.11% 0.05% 34 +305,097 158.37% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 490,321 66,914 0.01% 0.01% 35 +205,576 72.2% Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 453,326 61,865 0.05% 0.12% 36 -157,757 -25.82% Q1 2026 May 15, 2026
UBS Group AG History Added to 446,640 60,952 0.01% 0.01% 37 +58,231 14.99% Q1 2026 May 05, 2026
Pacer Advisors, Inc. History Added to 430,356 58,730 0.15% 0.0% 38 +419,033 3700.72% Q1 2026 May 06, 2026
Invesco Ltd. History Added to 406,869 55,525 0.01% 0.01% 39 +136,156 50.3% Q1 2026 May 12, 2026
Walleye Capital LLC History Reduced 406,202 55,434 0.23% 0.21% 40 -88,877 -17.95% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 406,000 54,899 0.11% 0.11% 41 0 0.0% Q4 2025 Feb 17, 2026
Junto Capital Management LP History Reduced 393,005 53,633 1.13% 1.2% 42 -10,324 -2.56% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 392,845 53,612 0.01% 0.05% 43 -2,911,070 -88.11% Q1 2026 May 15, 2026
MILFORD FUNDS LTD History Added to 354,987 48,445 1.02% 0.29% 44 +245,324 223.71% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 338,806 46,236 0.01% 0.01% 45 -25,586 -7.02% Q1 2026 May 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 330,000 45,035 0.07% 0.09% 46 -94,000 -22.17% Q1 2026 May 15, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 327,136 44,644 1.27% 1.33% 47 -12,938 -3.8% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Added to 315,687 43,081 0.06% 0.04% 48 +75,799 31.6% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 311,776 42,548 0.01% 0.01% 49 +71,399 29.7% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 308,850 42,148 0.17% 0.32% 50 -369,988 -54.5% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 296,643 40,482 0.05% 0.0% 51 +285,643 2596.75% Q1 2026 May 15, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Reduced 284,288 38,796 1.83% 1.79% 52 -43,427 -13.25% Q1 2026 May 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 268,356 36,622 0.37% 0.35% 53 +5,965 2.27% Q1 2026 Apr 16, 2026
Woodline Partners LP History Added to 266,679 36,393 0.14% 0.08% 54 +116,208 77.23% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 256,584 35,015 0.03% 0.03% 55 -10,963 -4.1% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 243,656 33,251 0.01% 0.01% 56 +1,243 0.51% Q1 2026 May 13, 2026
Alphadyne Asset Management LP History Added to 243,095 33,175 0.58% 0.13% 57 +203,399 512.39% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Reduced 238,500 32,548 0.01% 0.02% 58 -155,800 -39.51% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Added to 227,044 30,985 0.03% 0.03% 59 +36,546 19.18% Q1 2026 Apr 16, 2026
Pictet Asset Management Holding SA History Reduced 226,760 30,945 0.03% 0.04% 60 -48,201 -17.53% Q1 2026 Apr 22, 2026
MARSHALL WACE, LLP History Reduced 221,231 30,191 0.03% 0.03% 61 -55,897 -20.17% Q1 2026 May 14, 2026
Bridgewater Associates, LP History Reduced 217,446 29,674 0.13% 0.15% 62 -92,841 -29.92% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 216,568 29,555 0.01% 0.01% 63 -105,773 -32.81% Q1 2026 May 14, 2026
Retirement Systems of Alabama History Reduced 215,480 29,406 0.1% 0.1% 64 -12,294 -5.4% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 239,665 29,319 0.06% 0.06% 65 -103,383 -30.14% Q1 2026 Apr 08, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 211,432 28,854 0.02% 0.01% 66 +4,153 2.0% Q1 2026 May 04, 2026
Allianz Asset Management GmbH History Added to 207,634 28,335 0.03% 0.03% 67 +1,485 0.72% Q1 2026 May 11, 2026
Nuveen, LLC History Added to 202,010 27,568 0.01% 0.01% 68 +21,991 12.22% Q1 2026 Apr 30, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 201,287 27,469 0.02% 0.01% 69 +18,399 10.06% Q1 2026 May 06, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 199,230 27,189 1.3% 1.32% 70 -1,310 -0.65% Q1 2026 Apr 27, 2026
ASSETMARK, INC History Added to 191,100 26,079 0.05% 0.05% 71 +10,837 6.01% Q1 2026 May 06, 2026
COOKSON PEIRCE & CO INC History Added to 188,472 25,720 1.09% 1.05% 72 +1,073 0.57% Q1 2026 Apr 30, 2026
Swiss National Bank History Reduced 187,900 25,642 0.01% 0.02% 73 -2,100 -1.11% Q1 2026 May 07, 2026
Empowered Funds, LLC History New 185,113 25,262 0.16% 74 +185,113 New Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 173,000 23,609 0.04% 0.01% 75 +109,600 172.87% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 167,050 22,821 0.01% 0.01% 76 -652 -0.39% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 163,318 22,288 0.01% 0.0% 77 +124,593 321.74% Q1 2026 May 13, 2026
IEQ CAPITAL, LLC History Reduced 159,808 21,808 0.1% 0.07% 78 -15,110 -8.64% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 158,589 21,642 0.01% 0.01% 79 -3,524 -2.17% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 139,188 18,994 0.0% 0.0% 80 -17,550 -11.2% Q1 2026 May 08, 2026
Rafferty Asset Management, LLC History Reduced 136,065 18,568 0.08% 0.07% 81 -16,072 -10.56% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 128,775 17,574 0.03% 0.03% 82 +2,328 1.84% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 126,904 17,318 0.03% 0.03% 83 +13,099 11.51% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 124,166 16,944 0.01% 0.01% 84 -22,981 -15.62% Q1 2026 May 11, 2026
Corient Private Wealth LLC History Added to 124,491 16,826 0.02% 0.0% 85 +115,323 1257.89% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 118,801 16,212 0.02% 0.0% 86 +107,459 947.44% Q1 2026 May 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 118,432 16,162 0.18% 0.16% 87 -8,953 -7.03% Q1 2026 Apr 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 117,025 15,824 0.01% 0.01% 88 -7,911 -6.33% Q1 2026 May 15, 2026
Union Bancaire Privee, UBP SA History No change 121,100 15,798 0.22% 89 0 0.0% Q1 2026 Apr 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 115,745 15,796 0.03% 0.03% 90 -3,575 -3.0% Q1 2026 Apr 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 113,060 15,753 0.01% 0.01% 91 -44,739 -28.35% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 110,541 15,085 0.02% 0.01% 92 +19,155 20.96% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 108,688 14,832 0.05% 0.02% 93 +74,449 217.44% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 108,460 14,801 0.0% 0.0% 94 +47,539 78.03% Q1 2026 May 04, 2026
Verition Fund Management LLC History Added to 108,209 14,767 0.1% 0.05% 95 +6,589 6.48% Q1 2026 May 15, 2026
Distillate Capital Partners LLC History Reduced 107,575 14,680 0.77% 0.76% 96 -910 -0.84% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 106,941 14,594 0.03% 0.04% 97 -11,382 -9.62% Q1 2026 May 15, 2026
Walleye Trading LLC History Added to 102,822 14,032 0.02% 0.02% 98 +20,169 24.4% Q1 2026 May 08, 2026
GDS Wealth Management History Added to 101,691 13,877 0.83% 0.78% 99 +8,914 9.61% Q1 2026 Apr 27, 2026
ExodusPoint Capital Management, LP History New 101,110 13,798 0.11% 100 +101,110 New Q1 2026 May 14, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 100,181 13,671 1.0% 0.94% 101 +4,537 4.74% Q1 2026 May 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 100,054 13,654 0.02% 0.01% 102 +39,523 65.29% Q1 2026 May 15, 2026
DAVIS R M INC History Reduced 98,016 13,376 0.24% 0.25% 103 -9,416 -8.76% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 97,558 13,312 0.02% 0.01% 104 +70,336 258.38% Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 96,421 13,158 0.0% 0.0% 105 -609 -0.63% Q1 2026 May 06, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 95,767 13,070 0.01% 0.01% 106 -7,457 -7.22% Q1 2026 May 14, 2026
De Lisle Partners LLP History No change 95,000 12,973 1.55% 1.65% 107 0 0.0% Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History Added to 94,052 12,835 0.89% 0.81% 108 +6,224 7.09% Q1 2026 May 12, 2026
Riverstone Advisors, LLC History Reduced 91,568 12,496 6.16% 6.2% 109 -5,679 -5.84% Q1 2026 Apr 21, 2026
Moran Wealth Management, LLC History Added to 89,488 12,212 0.37% 0.33% 110 +9,992 12.57% Q1 2026 Apr 27, 2026
WEDGEWOOD PARTNERS INC History New 88,275 12,046 2.49% 111 +88,275 New Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 86,851 11,852 0.05% 0.07% 112 -109,219 -55.7% Q1 2026 May 14, 2026
Focus Partners Wealth History Added to 86,196 11,804 0.01% 0.01% 113 +11,605 15.56% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 86,060 11,744 0.01% 114 +86,060 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History New 84,153 11,484 0.01% 115 +84,153 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 82,364 11,240 0.14% 116 +82,364 New Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Reduced 81,765 11,189 0.02% 0.02% 117 -26,614 -24.56% Q1 2026 May 05, 2026
Lighthouse Investment Partners, LLC History Added to 81,093 11,066 0.38% 0.13% 118 +48,371 147.82% Q1 2026 May 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 80,951 11,047 0.03% 0.03% 119 +911 1.14% Q1 2026 May 05, 2026
RBF Capital, LLC History No change 80,500 10,985 0.54% 0.48% 120 0 0.0% Q1 2026 May 18, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 80,304 10,959 0.02% 0.02% 121 -4,520 -5.33% Q1 2026 May 08, 2026
KETTLE HILL CAPITAL MANAGEMENT, LLC History New 80,222 10,947 2.74% 122 +80,222 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 79,591 10,861 0.06% 0.05% 123 -572 -0.71% Q1 2026 May 14, 2026
NFC Investments, LLC History New 79,138 10,800 3.01% 124 +79,138 New Q1 2026 May 12, 2026
VAN ECK ASSOCIATES CORP History Added to 77,752 10,611 0.01% 0.01% 125 +2,827 3.77% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 77,544 10,582 0.01% 0.03% 126 -89,382 -53.55% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 76,100 10,385 0.01% 0.01% 127 +1,400 1.87% Q1 2026 May 15, 2026
TOWER BRIDGE ADVISORS History Reduced 75,591 10,315 1.0% 1.04% 128 -306 -0.4% Q1 2026 May 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 74,532 10,171 0.04% 0.0% 129 +64,700 658.06% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Added to 74,245 10,160 0.02% 0.02% 130 +842 1.15% Q1 2026 May 14, 2026
Quantbot Technologies LP History Added to 73,589 10,042 0.41% 0.0% 131 +73,524 113113.85% Q1 2026 May 13, 2026
Amundi History Reduced 73,250 9,996 0.0% 0.0% 132 -33,703 -31.51% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 70,830 9,666 0.05% 0.03% 133 +28,217 66.22% Q1 2026 May 13, 2026
PEAK6 LLC History Added to 69,390 9,469 0.02% 0.01% 134 +42,872 161.67% Q1 2026 May 13, 2026
Horizon Investments, LLC History Added to 68,721 9,361 0.1% 0.09% 135 +17,763 34.86% Q1 2026 May 14, 2026
Eurizon Capital SGR S.p.A. History Added to 68,588 9,352 0.03% 0.0% 136 +63,170 1165.93% Q1 2026 May 08, 2026
Cambria Investment Management, L.P. History Added to 67,490 9,210 0.51% 0.49% 137 +5,714 9.25% Q1 2026 May 14, 2026
Brandywine Global Investment Management, LLC History No change 67,841 9,173 0.06% 0.06% 138 0 0.0% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 66,177 9,031 0.01% 0.01% 139 -3,850 -5.5% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 66,394 9,008 0.06% 0.0% 140 +64,277 3036.23% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 64,500 8,802 0.02% 0.01% 141 -223 -0.34% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Added to 64,110 8,749 0.01% 0.01% 142 +3,817 6.33% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 63,268 8,634 0.04% 0.03% 143 -1,084 -1.68% Q1 2026 Apr 30, 2026
Edgestream Partners, L.P. History New 60,199 8,215 0.27% 144 +60,199 New Q1 2026 May 18, 2026
MACKENZIE FINANCIAL CORP History Added to 59,923 8,177 0.01% 0.0% 145 +53,955 904.07% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Reduced 59,170 8,074 0.02% 0.03% 146 -6,582 -10.01% Q1 2026 May 14, 2026
CWM, LLC History Reduced 59,021 8,054 0.02% 0.02% 147 -813 -1.36% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 58,797 8,024 0.02% 0.02% 148 -10,426 -15.06% Q1 2026 Apr 22, 2026
XTX Topco Ltd History Added to 58,652 8,004 0.14% 0.02% 149 +53,416 1020.17% Q1 2026 May 15, 2026
Hook Mill Capital Partners, LP History Added to 57,456 7,841 0.69% 0.04% 150 +54,325 1735.07% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 56,353 7,690 0.01% 0.01% 151 -2,000 -3.43% Q1 2026 May 06, 2026
Neuberger Berman Group LLC History Added to 55,731 7,605 0.01% 0.0% 152 +6,291 12.72% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 52,930 7,223 0.0% 153 +52,930 New Q1 2026 May 08, 2026
CASTLEARK MANAGEMENT LLC History Added to 51,403 7,014 0.23% 0.16% 154 +10,310 25.09% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Reduced 50,659 6,913 0.03% 0.06% 155 -55,404 -52.24% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 49,754 6,784 0.01% 0.01% 156 -18,607 -27.22% Q1 2026 May 08, 2026
WHITTIER TRUST CO History New 49,166 6,775 0.08% 157 +49,166 New Q1 2026 Apr 28, 2026
HighTower Advisors, LLC History Added to 49,623 6,772 0.01% 0.01% 158 +3,027 6.5% Q1 2026 May 05, 2026
HANCOCK WHITNEY CORP History Reduced 47,463 6,746 0.12% 0.12% 159 -1,731 -3.52% Q1 2026 May 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 48,960 6,681 0.35% 0.33% 160 -510 -1.03% Q1 2026 Apr 13, 2026
Y-Intercept (Hong Kong) Ltd History New 47,397 6,468 0.12% 161 +47,397 New Q1 2026 Apr 27, 2026
STIFEL FINANCIAL CORP History Added to 46,220 6,307 0.01% 0.0% 162 +32,289 231.78% Q1 2026 May 12, 2026
ALPS ADVISORS INC History Reduced 46,064 6,286 0.03% 0.04% 163 -1,635 -3.43% Q1 2026 May 08, 2026
Annex Advisory Services, LLC History Added to 45,833 6,254 0.12% 0.11% 164 +1,582 3.58% Q1 2026 Apr 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 45,631 6,228 0.01% 0.01% 165 +482 1.07% Q1 2026 May 01, 2026
Candriam S.C.A. History Reduced 45,465 6,204 0.03% 0.05% 166 -25,701 -36.11% Q1 2026 Apr 30, 2026
Cannell & Spears LLC History Reduced 44,887 6,125 0.12% 0.11% 167 -188 -0.42% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 43,984 6,002 0.01% 0.01% 168 +9,140 26.23% Q1 2026 May 15, 2026
SlateStone Wealth, LLC History Added to 43,895 5,990 0.49% 0.48% 169 +1,314 3.09% Q1 2026 May 14, 2026
AMALGAMATED BANK History Reduced 43,852 5,984 0.05% 0.04% 170 -269 -0.61% Q1 2026 May 08, 2026
Pathstone Holdings, LLC History Reduced 42,301 5,772 0.02% 0.02% 171 -2,369 -5.3% Q1 2026 May 11, 2026
GLENMEDE TRUST CO NA History No change 42,500 5,746 0.03% 0.03% 172 0 0.0% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 40,712 5,555 0.05% 0.05% 173 -482 -1.17% Q1 2026 Apr 29, 2026
Capital International, Inc./CA/ History Added to 40,452 5,520 0.04% 0.04% 174 +3,203 8.6% Q1 2026 May 13, 2026
Treasurer of the State of North Carolina History Added to 40,354 5,507 0.02% 0.02% 175 +176 0.44% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 40,097 5,472 0.01% 0.0% 176 +16,480 69.78% Q1 2026 May 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 40,086 5,470 0.06% 0.06% 177 -4,496 -10.08% Q1 2026 May 07, 2026
Waverly Advisors, LLC History Added to 39,111 5,337 0.04% 0.0% 178 +35,933 1130.68% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 39,047 5,328 0.01% 0.01% 179 +4,287 12.33% Q1 2026 May 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 38,377 5,237 0.05% 0.05% 180 -23 -0.06% Q1 2026 May 14, 2026
Creative Planning History Added to 38,019 5,188 0.0% 0.0% 181 +13,498 55.05% Q1 2026 May 12, 2026
Sciencast Management LP History New 37,994 5,185 0.66% 182 +37,994 New Q1 2026 May 13, 2026
State of Tennessee, Department of Treasury History No change 37,802 5,158 0.02% 0.02% 183 0 0.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 37,729 5,148 0.01% 0.0% 184 +26,029 222.47% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 37,716 5,147 0.01% 0.01% 185 -2,602 -6.45% Q1 2026 Apr 27, 2026
INVESTMENT HOUSE LLC History Added to 37,683 5,142 0.27% 0.22% 186 +3,834 11.33% Q1 2026 Apr 29, 2026
Vest Financial, LLC History Added to 36,710 5,009 0.06% 0.06% 187 +2,067 5.97% Q1 2026 Apr 23, 2026
Advisors Capital Management, LLC History Added to 36,529 4,985 0.06% 0.05% 188 +2,660 7.85% Q1 2026 May 01, 2026
OPPENHEIMER & CO INC History Added to 36,256 4,947 0.06% 0.04% 189 +17,026 88.54% Q1 2026 Apr 23, 2026
HSBC HOLDINGS PLC History Added to 35,381 4,806 0.0% 0.0% 190 +18,703 112.14% Q1 2026 Apr 30, 2026
Qsemble Capital Management, LP History New 35,187 4,801 0.37% 191 +35,187 New Q1 2026 May 07, 2026
Cetera Investment Advisers History Added to 34,694 4,734 0.01% 0.01% 192 +468 1.37% Q1 2026 May 13, 2026
BURNEY CO/ History Reduced 34,671 4,731 0.15% 0.18% 193 -7,656 -18.09% Q1 2026 Apr 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 34,540 4,714 0.01% 0.01% 194 -987 -2.78% Q1 2026 Apr 30, 2026
FIL Ltd History Added to 34,301 4,681 0.0% 0.0% 195 +15,168 79.28% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Added to 34,202 4,667 0.06% 0.03% 196 +8,962 35.51% Q1 2026 May 15, 2026
Entropy Technologies, LP History New 33,775 4,609 0.21% 197 +33,775 New Q1 2026 May 14, 2026
Trexquant Investment LP History New 33,609 4,586 0.03% 198 +33,609 New Q1 2026 May 15, 2026
BLB&B Advisors, LLC History Reduced 33,446 4,564 0.19% 0.19% 199 -864 -2.52% Q1 2026 Apr 28, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 32,561 4,443 0.24% 0.27% 200 -699 -2.1% Q1 2026 Apr 16, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 32,526 4,438 0.81% 0.76% 201 +1,153 3.68% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 32,217 4,396 0.08% 0.03% 202 +18,128 128.67% Q1 2026 Apr 20, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History New 31,226 4,261 0.3% 203 +31,226 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 30,516 4,164 0.0% 0.0% 204 -34,143 -52.8% Q1 2026 May 06, 2026
Advisory Services Network, LLC History Added to 30,222 4,124 0.05% 0.06% 205 +442 1.48% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 30,147 4,114 0.03% 0.03% 206 0 0.0% Q1 2026 May 04, 2026
Shellback Capital, LP History New 30,000 4,094 0.58% 207 +30,000 New Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 29,771 4,062 0.0% 0.01% 208 -130,129 -81.38% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 29,728 4,056 0.01% 0.01% 209 -1,368 -4.4% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 29,650 4,046 0.0% 0.0% 210 -8,292 -21.85% Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 29,420 4,014 0.05% 0.05% 211 -1,878 -6.0% Q1 2026 Apr 24, 2026
Handelsbanken Fonder AB History No change 29,200 3,985 0.01% 0.01% 212 0 0.0% Q1 2026 Apr 28, 2026
Regal Investment Advisors LLC History Added to 29,054 3,965 0.23% 0.23% 213 +243 0.84% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 28,975 3,954 0.01% 0.0% 214 +22,819 370.68% Q1 2026 May 14, 2026
COMERICA BANK History No change 29,071 3,931 0.02% 0.02% 215 0 0.0% Q4 2025 Jan 29, 2026
Long Run Wealth Advisors, LLC History No change 28,877 3,904 0.74% 0.74% 216 0 0.0% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Added to 28,362 3,870 0.01% 0.0% 217 +27,339 2672.43% Q1 2026 May 01, 2026
OSAIC HOLDINGS, INC. History Added to 27,792 3,793 0.01% 0.0% 218 +3,220 13.1% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Added to 27,758 3,788 0.18% 0.1% 219 +10,746 63.17% Q1 2026 Apr 29, 2026
Louisiana State Employees Retirement System History Added to 27,500 3,752 0.07% 0.06% 220 +800 3.0% Q1 2026 Apr 20, 2026
TCW GROUP INC History Added to 27,421 3,742 0.03% 0.02% 221 +3,574 14.99% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History New 27,350 3,732 0.39% 222 +27,350 New Q1 2026 May 15, 2026
Emerald Investment Advisers, LLC History New 27,166 3,707 0.33% 223 +27,166 New Q1 2026 May 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 27,130 3,702 0.06% 0.06% 224 +2,076 8.29% Q1 2026 Apr 21, 2026
Man Group plc History New 27,096 3,697 0.01% 225 +27,096 New Q1 2026 May 15, 2026
SHARIAPORTFOLIO, INC. History No change 26,535 3,588 1.51% 1.51% 226 0 0.0% Q4 2025 Jan 21, 2026
State of New Jersey Common Pension Fund D History Added to 26,253 3,582 0.01% 0.01% 227 +2,057 8.5% Q1 2026 May 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 26,151 3,568 0.04% 0.05% 228 -14,790 -36.13% Q1 2026 May 08, 2026
Trail Ridge Investment Advisors, LLC History Added to 26,143 3,567 1.55% 1.51% 229 +244 0.94% Q1 2026 May 05, 2026
Arizona State Retirement System History Reduced 26,084 3,559 0.02% 0.02% 230 -900 -3.34% Q1 2026 May 01, 2026
Orion Porfolio Solutions, LLC History Added to 25,669 3,503 0.03% 0.02% 231 +2,887 12.67% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 26,247 3,441 0.0% 0.0% 232 +20,492 356.07% Q1 2026 May 15, 2026
WHITTIER TRUST CO OF NEVADA INC History New 24,829 3,421 0.07% 233 +24,829 New Q1 2026 Apr 28, 2026
KLP KAPITALFORVALTNING AS History Added to 25,000 3,411 0.01% 0.01% 234 +600 2.46% Q1 2026 Apr 29, 2026
CAPITAL MANAGEMENT CORP /VA History Reduced 24,835 3,389 0.58% 0.56% 235 -250 -1.0% Q1 2026 Apr 23, 2026
Laurion Capital Management LP History New 24,318 3,318 0.14% 236 +24,318 New Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 24,091 3,287 0.01% 237 +24,091 New Q1 2026 May 08, 2026
Ashton Thomas Private Wealth, LLC History New 23,815 3,250 0.08% 238 +23,815 New Q1 2026 May 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 23,740 3,239 0.02% 0.02% 239 -379 -1.57% Q1 2026 May 01, 2026
NorthCrest Asset Manangement, LLC History Reduced 23,810 3,234 0.1% 0.08% 240 -2,875 -10.77% Q1 2026 Apr 08, 2026
Assenagon Asset Management S.A. History Reduced 23,489 3,205 0.0% 0.0% 241 -271 -1.14% Q1 2026 Apr 20, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 23,173 3,162 0.01% 0.04% 242 -90,366 -79.59% Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 22,938 3,130 0.01% 0.01% 243 -402 -1.72% Q1 2026 Apr 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 22,831 3,115 0.0% 0.0% 245 -398 -1.71% Q1 2026 May 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 22,826 3,115 0.02% 0.02% 244 0 0.0% Q1 2026 May 04, 2026
Merit Financial Group, LLC History Added to 22,802 3,111 0.02% 0.02% 246 +2,234 10.86% Q1 2026 Apr 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 22,632 3,088 0.0% 0.0% 247 -1,250 -5.23% Q1 2026 May 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 21,369 2,916 0.04% 0.02% 248 +11,969 127.33% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 21,227 2,896 0.04% 0.03% 249 -338 -1.57% Q1 2026 May 08, 2026
CULLEN/FROST BANKERS, INC. History Reduced 21,200 2,893 0.03% 0.03% 250 -2 -0.01% Q1 2026 May 05, 2026
AE Wealth Management LLC History Added to 21,025 2,869 0.02% 0.0% 251 +18,246 656.57% Q1 2026 May 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 21,000 2,866 0.09% 0.08% 252 0 0.0% Q1 2026 May 04, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History Reduced 20,953 2,859 0.62% 0.87% 253 -4,414 -17.4% Q1 2026 May 08, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 20,203 2,731 0.02% 0.02% 254 0 0.0% Q4 2025 Feb 04, 2026
BAYPOINTE PARTNERS LLC History Added to 20,000 2,729 3.75% 4.99% 255 +2,448 13.95% Q1 2026 Apr 30, 2026
LECAP ASSET MANAGEMENT LTD History New 19,904 2,716 1.02% 256 +19,904 New Q1 2026 Apr 30, 2026
AssuredPartners Investment Advisors, LLC History New 19,712 2,716 0.3% 257 +19,712 New Q1 2026 Apr 10, 2026
Pallas Capital Advisors LLC History Reduced 19,617 2,677 0.1% 0.09% 258 -1,412 -6.71% Q1 2026 Apr 21, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 19,534 2,665 0.01% 0.0% 259 +8,657 79.59% Q1 2026 May 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 19,424 2,650 0.03% 0.03% 260 +200 1.04% Q1 2026 Apr 29, 2026
Vanguard Personalized Indexing Management, LLC History Added to 19,349 2,640 0.03% 0.03% 261 +114 0.59% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Added to 18,963 2,587 0.02% 0.01% 262 +10,431 122.26% Q1 2026 May 15, 2026
OMC Financial Services LTD History No change 18,918 2,581 1.0% 0.95% 263 0 0.0% Q1 2026 Apr 30, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 18,395 2,510 1.38% 1.22% 264 +1,798 10.83% Q1 2026 May 12, 2026
GABELLI FUNDS LLC History No change 18,200 2,483 0.02% 0.02% 265 0 0.0% Q1 2026 May 14, 2026
Bank OZK History Added to 18,174 2,480 0.87% 0.84% 266 +555 3.15% Q1 2026 May 13, 2026
Stamos Capital Partners, L.P. History Reduced 17,913 2,444 0.38% 0.4% 267 -508 -2.76% Q1 2026 May 13, 2026
JT Stratford LLC History Added to 17,630 2,405 0.31% 0.14% 268 +9,659 121.18% Q1 2026 May 15, 2026
OPINICUS CAPITAL, INC. History Added to 17,623 2,404 1.7% 1.65% 269 +69 0.39% Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History Reduced 17,455 2,382 0.07% 0.07% 270 -209 -1.18% Q1 2026 May 13, 2026
Mariner, LLC History Reduced 17,095 2,332 0.0% 0.01% 271 -30,516 -64.09% Q1 2026 May 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 16,983 2,317 0.21% 0.19% 272 +1,874 12.4% Q1 2026 May 01, 2026
Soltis Investment Advisors LLC History New 16,970 2,315 0.15% 274 +16,970 New Q1 2026 Apr 27, 2026
GoodHaven Capital Management, LLC History Added to 16,969 2,315 0.81% 0.74% 273 +4 0.02% Q1 2026 May 12, 2026
Graham Capital Management, L.P. History New 16,812 2,294 0.06% 275 +16,812 New Q1 2026 May 15, 2026
READYSTATE ASSET MANAGEMENT LP History New 16,767 2,288 0.1% 276 +16,767 New Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 16,521 2,254 0.02% 0.01% 277 +6,144 59.21% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 16,369 2,233 0.03% 0.01% 278 +13,476 465.81% Q1 2026 May 15, 2026
Byrne Asset Management LLC History Reduced 15,995 2,182 1.28% 1.27% 279 -1,082 -6.34% Q1 2026 Apr 02, 2026
TRUIST FINANCIAL CORP History Added to 15,936 2,174 0.0% 0.0% 280 +788 5.2% Q1 2026 Apr 27, 2026
Catalyst Capital Advisors LLC History Reduced 15,825 2,159 0.04% 0.05% 281 -900 -5.38% Q1 2026 May 06, 2026
Utah Retirement Systems History Reduced 15,503 2,115 0.02% 0.02% 282 -710 -4.38% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Added to 15,357 2,095 0.01% 0.0% 283 +2,382 18.36% Q1 2026 May 08, 2026
South Dakota Investment Council History Reduced 15,223 2,077 0.04% 0.05% 284 -5,500 -26.54% Q1 2026 May 18, 2026
TD Waterhouse Canada Inc. History Added to 15,039 2,058 0.01% 0.01% 285 +280 1.9% Q1 2026 May 12, 2026
Summit Trail Advisors, LLC History Added to 14,969 2,042 0.03% 0.02% 286 +6,667 80.31% Q1 2026 May 12, 2026
Magnetar Financial LLC History New 14,708 2,007 0.02% 287 +14,708 New Q1 2026 May 13, 2026
Summit Place Financial Advisors, LLC History Added to 14,315 1,953 0.94% 0.84% 288 +1,425 11.06% Q1 2026 May 01, 2026
Caldwell Trust Co History Added to 13,980 1,907 0.17% 0.15% 289 +1,350 10.69% Q1 2026 Apr 22, 2026
Great Lakes Retirement, Inc. History Reduced 13,836 1,888 0.2% 0.19% 290 -37 -0.27% Q1 2026 May 06, 2026
M&T BANK CORP History Added to 13,712 1,871 0.01% 0.01% 291 +839 6.52% Q1 2026 May 12, 2026
OMERS ADMINISTRATION Corp History Added to 13,270 1,810 0.01% 0.01% 292 +1,120 9.22% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Reduced 13,238 1,806 0.01% 0.01% 293 -387 -2.84% Q1 2026 May 08, 2026
Virtu Financial LLC History New 13,122 1,791 0.07% 294 +13,122 New Q1 2026 May 14, 2026
Clear Harbor Asset Management, LLC History Added to 13,018 1,776 0.12% 0.12% 295 +27 0.21% Q1 2026 May 05, 2026
GSA CAPITAL PARTNERS LLP History New 12,752 1,740 0.11% 296 +12,752 New Q1 2026 May 08, 2026
Caprock Group, LLC History Added to 12,563 1,714 0.04% 0.01% 297 +10,530 517.95% Q1 2026 May 11, 2026
Kestra Advisory Services, LLC History Reduced 12,443 1,698 0.01% 0.01% 298 -2,223 -15.16% Q1 2026 Apr 30, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 12,433 1,696 0.0% 0.0% 299 +5,645 83.16% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 11,900 1,623 0.03% 0.13% 301 -98,368 -89.21% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Added to 11,894 1,623 0.0% 0.0% 300 +7,510 171.3% Q1 2026 May 13, 2026
FJ Capital Management LLC History New 11,874 1,620 0.18% 302 +11,874 New Q1 2026 May 15, 2026
Revolve Wealth Partners, LLC History Added to 11,792 1,609 0.21% 0.18% 303 +230 1.99% Q1 2026 Apr 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 11,705 1,597 0.02% 0.02% 304 -2,939 -20.07% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 11,681 1,594 0.01% 0.01% 305 +2,602 28.66% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 11,452 1,562 0.0% 0.0% 306 +629 5.81% Q1 2026 May 15, 2026
Polymer Capital Management (US) LLC History Reduced 11,434 1,560 0.16% 0.2% 307 -2,666 -18.91% Q1 2026 May 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 11,389 1,554 0.4% 308 +11,389 New Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 11,323 1,545 0.01% 0.01% 309 -2,710 -19.31% Q1 2026 Apr 24, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Added to 11,213 1,530 1.04% 0.96% 310 +1,188 11.85% Q1 2026 Apr 20, 2026
Dynamic Technology Lab Private Ltd History Added to 11,200 1,528 0.25% 0.27% 311 +2,332 26.3% Q1 2026 May 15, 2026
OUTFITTERS FINANCIAL LLC History Reduced 11,055 1,508 1.17% 1.28% 312 -1,020 -8.45% Q1 2026 Apr 21, 2026
MGO ONE SEVEN LLC History Reduced 10,939 1,492 0.03% 0.03% 313 -246 -2.2% Q1 2026 May 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 10,427 1,482 0.08% 0.06% 314 +3,636 53.54% Q1 2026 May 15, 2026
Polianta Ltd History New 10,800 1,473 0.2% 316 +10,800 New Q1 2026 Apr 16, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 10,799 1,473 0.02% 0.01% 315 +1,300 13.69% Q1 2026 Apr 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,566 1,441 0.01% 0.01% 317 -549 -4.94% Q1 2026 Apr 29, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 10,554 1,440 0.03% 0.03% 318 -503 -4.55% Q1 2026 May 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 10,000 1,364 0.07% 0.1% 319 0 0.0% Q1 2026 Apr 15, 2026
MRP Capital Investments, LLC History Added to 9,988 1,363 1.19% 1.02% 320 +955 10.57% Q1 2026 May 14, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 9,658 1,318 0.24% 0.6% 321 -14,059 -59.28% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History Reduced 9,660 1,318 0.0% 0.0% 322 -1,533 -13.7% Q1 2026 May 14, 2026
INTEGRITY ALLIANCE, LLC. History Added to 9,636 1,315 0.05% 0.04% 323 +833 9.46% Q1 2026 May 11, 2026
Rockefeller Capital Management L.P. History Reduced 9,602 1,310 0.0% 0.0% 324 -1,665 -14.78% Q1 2026 May 14, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 9,561 1,304 0.19% 325 +9,561 New Q1 2026 May 07, 2026
State of Alaska, Department of Revenue History Reduced 9,508 1,297 0.01% 0.01% 326 -90 -0.94% Q1 2026 Apr 20, 2026
Jump Financial, LLC History New 9,357 1,276 0.02% 327 +9,357 New Q1 2026 May 14, 2026
OSTRUM ASSET MANAGEMENT History Added to 9,030 1,232 0.07% 0.05% 328 +1,355 17.65% Q1 2026 May 14, 2026
Pine Valley Investments Ltd Liability Co History No change 8,999 1,216 0.06% 0.06% 329 0 0.0% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 8,859 1,208 0.04% 0.04% 330 +3,267 58.42% Q1 2026 Apr 29, 2026
McLaughlin Asset Management, Inc. History Reduced 8,788 1,199 1.15% 1.1% 331 -287 -3.16% Q1 2026 Apr 29, 2026
Vestcor Inc History Added to 8,763 1,196 0.03% 0.03% 332 +1,215 16.1% Q1 2026 May 12, 2026
DekaBank Deutsche Girozentrale History No change 8,591 1,178 0.0% 0.0% 333 0 0.0% Q1 2026 May 07, 2026
Aviance Capital Partners, LLC History Reduced 8,512 1,161 0.14% 0.28% 334 -9,444 -52.6% Q1 2026 May 06, 2026
Hilltop National Bank History Added to 8,414 1,148 0.27% 0.27% 335 +34 0.41% Q1 2026 Apr 02, 2026
Proficio Capital Partners LLC History Added to 8,394 1,145 0.06% 0.08% 336 +12 0.14% Q1 2026 May 14, 2026
Callan Family Office, LLC History Added to 8,340 1,138 0.03% 0.02% 337 +531 6.8% Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Added to 8,136 1,110 0.0% 0.0% 338 +385 4.97% Q1 2026 May 11, 2026
Krilogy Financial LLC History Reduced 7,864 1,092 0.04% 0.04% 339 -69 -0.87% Q1 2026 Apr 17, 2026
Buckland Partners Management Co LLC History No change 8,000 1,091 0.66% 0.6% 340 0 0.0% Q1 2026 May 14, 2026
Oak Thistle LLC History Added to 7,978 1,088 0.11% 0.13% 341 +980 14.0% Q1 2026 Apr 10, 2026
DELPHI MANAGEMENT INC /MA/ History Reduced 7,891 1,077 1.29% 1.32% 342 -2,103 -21.04% Q1 2026 Apr 20, 2026
One Wealth Advisors, LLC History New 7,799 1,064 0.13% 343 +7,799 New Q1 2026 Apr 21, 2026
Old North State Trust, LLC History Added to 7,784 1,062 0.63% 0.59% 344 +346 4.65% Q1 2026 May 13, 2026
CSS LLC/IL History Added to 7,722 1,053 0.05% 0.04% 345 +490 6.78% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History New 7,700 1,050 0.03% 346 +7,700 New Q1 2026 May 04, 2026
MML INVESTORS SERVICES, LLC History Reduced 7,629 1,041 0.0% 0.0% 347 -1,118 -12.78% Q1 2026 May 04, 2026
Sequoia Financial Advisors, LLC History Reduced 7,621 1,040 0.01% 0.01% 348 -386 -4.82% Q1 2026 Apr 30, 2026
Kingsview Wealth Management, LLC History Reduced 7,609 1,038 0.01% 0.13% 349 -61,239 -88.95% Q1 2026 May 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 7,600 1,037 0.26% 0.25% 350 0 0.0% Q1 2026 Apr 17, 2026
Gallo Partners, LP History Reduced 7,507 1,024 1.96% 2.29% 351 -11,727 -60.97% Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 7,494 1,022 0.0% 0.0% 352 +1,467 24.34% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History New 7,432 1,014 0.01% 353 +7,432 New Q1 2026 May 15, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 7,367 1,005 0.12% 0.12% 354 +241 3.38% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Added to 7,328 1,000 0.01% 0.01% 355 +324 4.63% Q1 2026 May 05, 2026
Headlands Technologies LLC History Reduced 7,300 996 0.11% 0.11% 356 -2,886 -28.33% Q1 2026 May 13, 2026
WINCAP FINANCIAL LLC History Added to 7,228 986 0.66% 0.62% 357 +523 7.8% Q1 2026 Apr 09, 2026
&PARTNERS History Added to 6,874 980 0.0% 0.0% 358 +3,587 109.13% Q1 2026 May 15, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,024 958 0.04% 0.04% 359 0 0.0% Q1 2026 May 01, 2026
NorthCoast Asset Management LLC History Reduced 6,905 942 0.02% 0.02% 360 -4 -0.06% Q1 2026 May 13, 2026
Paradiem, LLC History Reduced 6,879 938 0.21% 0.24% 361 -691 -9.13% Q1 2026 May 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 6,772 924 0.02% 0.01% 362 +3,084 83.62% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 6,593 899 0.07% 0.07% 363 +39 0.6% Q1 2026 May 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 6,571 896 0.05% 0.05% 364 +9 0.14% Q1 2026 May 13, 2026
MAI Capital Management History Reduced 6,415 875 0.0% 0.01% 365 -796 -11.04% Q1 2026 May 15, 2026
DIKER MANAGEMENT LLC History No change 6,400 873 0.78% 0.67% 366 0 0.0% Q1 2026 May 15, 2026
Chicago Partners Investment Group LLC History Added to 5,842 864 0.02% 0.01% 367 +1,732 42.14% Q1 2026 May 04, 2026
Lebenthal Global Advisors, LLC History Added to 6,325 863 0.13% 0.12% 368 +563 9.77% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 6,260 854 0.0% 0.0% 369 -1,715 -21.5% Q1 2026 May 13, 2026
New England Research & Management, Inc. History Reduced 6,225 849 0.36% 0.46% 370 -1,625 -20.7% Q1 2026 May 07, 2026
AlphaQuest LLC History No change 6,256 845 0.05% 0.05% 371 0 0.0% Q4 2025 Feb 09, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 6,142 838 0.01% 0.01% 372 +1,839 42.74% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,128 836 0.02% 0.02% 373 +188 3.16% Q1 2026 May 13, 2026
Vise Technologies, Inc. History No change 6,103 825 0.02% 0.02% 374 0 0.0% Q1 2026 Apr 21, 2026
COMMERCE BANK History Added to 5,986 816 0.0% 0.0% 375 +3,440 135.11% Q1 2026 May 11, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 5,951 812 0.09% 0.1% 376 -976 -14.09% Q1 2026 May 11, 2026
Swiss Life Asset Management Ltd History Added to 5,926 808 0.0% 0.0% 377 +1,475 33.14% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 5,907 806 0.0% 0.0% 378 +3,136 113.17% Q1 2026 May 15, 2026
Systematic Alpha Investments, LLC History No change 5,900 805 0.03% 0.02% 379 0 0.0% Q1 2026 May 18, 2026
Integrated Advisors Network LLC History Reduced 5,812 793 0.04% 0.11% 380 -12,224 -67.78% Q1 2026 Apr 28, 2026
PKO Investment Management Joint-Stock Co History Reduced 5,800 791 0.07% 0.07% 381 -1,000 -14.71% Q1 2026 Apr 17, 2026
Crossmark Global Holdings, Inc. History Reduced 5,720 780 0.01% 0.01% 382 -100 -1.72% Q1 2026 May 11, 2026
Northstar Advisory Group, LLC History Reduced 5,712 779 0.29% 0.63% 383 -7,361 -56.31% Q1 2026 Apr 08, 2026
Cresset Asset Management, LLC History Reduced 5,631 768 0.0% 0.0% 384 -132 -2.29% Q1 2026 May 15, 2026
U S GLOBAL INVESTORS INC History New 5,400 736 0.09% 386 +5,400 New Q1 2026 May 01, 2026
CHAPIN DAVIS, INC. History Reduced 5,394 736 0.16% 0.17% 385 -14 -0.26% Q1 2026 Apr 21, 2026
Gratus Wealth Advisors, LLC History Reduced 5,376 733 0.11% 0.11% 387 -754 -12.3% Q1 2026 May 04, 2026
River Wealth Advisors LLC History No change 5,339 728 0.08% 0.08% 388 0 0.0% Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Reduced 5,332 727 0.0% 0.03% 389 -161,815 -96.81% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 5,300 723 0.01% 0.0% 390 +3,643 219.86% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 5,294 722 0.01% 0.01% 391 -105 -1.94% Q1 2026 Apr 21, 2026
Capital Squared Financial LLC History Added to 5,284 721 0.55% 0.56% 392 +6 0.11% Q1 2026 May 01, 2026
DnB Asset Management AS History New 5,248 716 0.0% 393 +5,248 New Q1 2026 May 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 5,402 704 0.0% 0.0% 394 +171 3.27% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Added to 5,185 701 0.0% 0.0% 395 +597 13.01% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History New 5,132 700 0.3% 396 +5,132 New Q1 2026 May 15, 2026
iSAM Funds (UK) Ltd History New 5,130 700 0.35% 397 +5,130 New Q1 2026 May 13, 2026
Game Creek Capital, LP History Reduced 5,000 682 0.23% 0.5% 399 -6,250 -55.56% Q1 2026 May 14, 2026
Ceeto Capital Group, LLC History No change 5,000 682 0.21% 0.2% 398 0 0.0% Q1 2026 May 14, 2026
Belpointe Asset Management LLC History Reduced 4,980 679 0.02% 0.03% 400 -319 -6.02% Q1 2026 Apr 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 4,961 677 0.01% 401 +4,961 New Q1 2026 May 04, 2026
Key FInancial Inc History Added to 4,927 672 0.12% 0.12% 402 +54 1.11% Q1 2026 Apr 24, 2026
denkapparat Operations GmbH History No change 4,918 671 0.28% 0.36% 403 0 0.0% Q1 2026 May 11, 2026
INCEPTIONR LLC History New 4,906 669 0.16% 404 +4,906 New Q1 2026 May 14, 2026
Westover Capital Advisors, LLC History Added to 4,900 668 0.12% 0.09% 405 +1,200 32.43% Q1 2026 May 05, 2026
E Fund Management Co., Ltd. History New 4,758 649 0.02% 406 +4,758 New Q1 2026 Apr 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 4,728 645 0.0% 0.02% 407 -31,698 -87.02% Q1 2026 May 08, 2026
Maryland State Retirement & Pension System History No change 4,699 641 0.01% 0.01% 408 0 0.0% Q1 2026 May 04, 2026
Compound Planning, Inc. History Added to 4,692 640 0.02% 0.02% 409 +320 7.32% Q1 2026 May 14, 2026
Meeder Advisory Services, Inc. History Added to 4,685 639 0.03% 0.03% 410 +217 4.86% Q1 2026 May 07, 2026
RiverPark Advisors, LLC History New 4,658 635 0.23% 411 +4,658 New Q1 2026 May 14, 2026
Oak Asset Management, LLC History No change 4,600 627 0.22% 0.21% 412 0 0.0% Q1 2026 Apr 15, 2026
Penserra Capital Management LLC History Added to 4,572 623 0.01% 0.01% 413 +94 2.1% Q1 2026 May 11, 2026
Aaron Wealth Advisors LLC History Added to 4,553 621 0.04% 0.03% 414 +263 6.13% Q1 2026 Apr 21, 2026
Martin Capital Advisors, LLP History Added to 4,530 618 0.39% 0.35% 415 +129 2.93% Q1 2026 May 05, 2026
PW Nova Financial Services LLC History Added to 4,521 616 0.15% 0.18% 416 +964 27.1% Q1 2026 Apr 15, 2026
CI INVESTMENTS INC. History Reduced 4,431 604 0.0% 0.0% 417 -71 -1.58% Q1 2026 May 13, 2026
Essential Partners LLC History Reduced 4,385 598 0.2% 0.18% 418 -5 -0.11% Q1 2026 May 21, 2026
Optimize Financial Inc History New 4,339 592 0.29% 419 +4,339 New Q1 2026 May 12, 2026
CHOREO, LLC History Added to 4,289 585 0.01% 0.01% 420 +537 14.31% Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History Reduced 4,277 583 0.0% 0.0% 421 -750 -14.92% Q1 2026 May 05, 2026
Strategic Investment Advisors / MI History Reduced 4,259 582 0.04% 0.05% 422 -159 -3.6% Q1 2026 May 18, 2026
Atria Investments, Inc History Added to 4,262 581 0.01% 0.0% 423 +1,458 52.0% Q1 2026 May 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 4,256 580 0.09% 0.09% 424 0 0.0% Q1 2026 May 14, 2026
MOKAN Wealth Management Inc. History Added to 4,110 561 0.25% 0.13% 425 +1,998 94.6% Q1 2026 May 01, 2026
Independent Advisor Alliance History Added to 4,081 556 0.01% 0.01% 426 +57 1.42% Q1 2026 May 12, 2026
BROWN ADVISORY INC History Added to 4,071 555 0.0% 0.0% 427 +7 0.17% Q1 2026 May 15, 2026
Inscription Capital, LLC History New 4,015 547 0.06% 428 +4,015 New Q1 2026 Apr 20, 2026
Fortune Financial Advisors, LLC History New 4,000 545 0.28% 429 +4,000 New Q1 2026 Apr 30, 2026
SYON CAPITAL LLC History Added to 3,878 529 0.03% 0.01% 430 +2,283 143.13% Q1 2026 May 13, 2026
Tidal Investments LLC History Reduced 3,825 521 0.0% 0.0% 431 -908 -19.18% Q1 2026 May 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 3,802 518 0.03% 0.03% 433 +1,801 90.0% Q1 2026 Apr 22, 2026
ProShare Advisors LLC History Reduced 3,800 518 0.0% 0.0% 432 -64 -1.66% Q1 2026 Apr 24, 2026
Fifth Third Wealth Advisors LLC History Added to 3,767 514 0.02% 0.02% 434 +107 2.92% Q1 2026 Apr 17, 2026
Gross & Hartman Investments LLC History Added to 3,756 512 0.27% 0.27% 435 +222 6.28% Q1 2026 May 15, 2026
Sovereign Financial Group, Inc. History Reduced 3,751 511 0.09% 0.09% 436 -19 -0.5% Q1 2026 Apr 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 3,721 507 0.0% 0.0% 437 0 0.0% Q1 2026 May 14, 2026
DENALI ADVISORS LLC History Added to 3,712 506 0.06% 0.05% 438 +581 18.56% Q1 2026 May 08, 2026
EverSource Wealth Advisors, LLC History Added to 3,635 496 0.02% 0.02% 439 +283 8.44% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 3,591 490 0.01% 0.01% 440 +278 8.39% Q1 2026 May 15, 2026
AdvisorShares Investments LLC History No change 3,560 485 0.09% 0.08% 441 0 0.0% Q1 2026 Apr 28, 2026
Baker Avenue Asset Management, LP History Added to 3,544 483 0.01% 0.01% 442 +965 37.42% Q1 2026 May 12, 2026
Stratos Wealth Partners, LTD. History Added to 3,537 482 0.01% 0.0% 443 +1,798 103.39% Q1 2026 Apr 28, 2026
EP Wealth Advisors, LLC History Added to 3,525 481 0.0% 0.0% 444 +474 15.54% Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 3,526 481 0.01% 0.01% 445 +326 10.19% Q1 2026 Apr 13, 2026
GAMMA Investing LLC History Added to 3,496 477 0.02% 0.02% 446 +653 22.97% Q1 2026 Apr 06, 2026
HB Wealth Management, LLC History Added to 3,484 475 0.0% 0.0% 447 +362 11.6% Q1 2026 Apr 27, 2026
Bull Harbor Capital LLC History New 3,414 465 0.12% 448 +3,414 New Q1 2026 May 18, 2026
Numerai GP LLC History Reduced 3,390 462 0.05% 0.4% 449 -21,332 -86.29% Q1 2026 May 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 3,389 462 0.1% 0.11% 450 -759 -18.3% Q1 2026 Apr 13, 2026
BROWN BROTHERS HARRIMAN & CO History New 3,382 461 0.0% 451 +3,382 New Q1 2026 May 14, 2026
EARNED WEALTH ADVISORS, LLC History Added to 3,286 448 0.03% 0.04% 452 +333 11.28% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 3,306 447 0.0% 0.0% 453 0 0.0% Q4 2025 Feb 12, 2026
Ascentis Wealth Management, LLC History Added to 3,271 446 0.09% 0.1% 454 +5 0.15% Q1 2026 Apr 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 3,268 445 0.0% 0.0% 455 +693 26.91% Q1 2026 Apr 14, 2026
Versant Capital Management, Inc History Added to 3,254 444 0.04% 0.01% 456 +2,441 300.25% Q1 2026 Apr 06, 2026
TWO SIGMA SECURITIES, LLC History Added to 3,239 442 0.05% 0.03% 457 +1,546 91.32% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 3,234 441 0.0% 0.0% 458 +6 0.19% Q1 2026 May 07, 2026
Strathmore Capital Advisors, Inc. History Reduced 3,007 440 0.12% 0.15% 459 -380 -11.22% Q1 2026 Apr 27, 2026
AXQ CAPITAL, LP History New 3,206 437 0.06% 460 +3,206 New Q1 2026 May 13, 2026
Mutual Advisors, LLC History Added to 3,195 436 0.01% 0.01% 462 +14 0.44% Q1 2026 May 01, 2026
SYM FINANCIAL Corp History Reduced 3,195 436 0.04% 0.04% 461 -9 -0.28% Q1 2026 May 08, 2026
Sterling Capital Management LLC History Reduced 3,185 434 0.01% 0.01% 463 -2,500 -43.98% Q1 2026 Apr 22, 2026
Kaufman Rossin Wealth, LLC History Reduced 3,176 433 0.25% 0.27% 465 -635 -16.66% Q1 2026 Apr 17, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 3,178 433 0.01% 0.01% 464 -144 -4.33% Q1 2026 May 15, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History Added to 3,147 429 0.18% 0.01% 466 +2,985 1842.59% Q1 2026 May 14, 2026
CERTUITY, LLC History Added to 3,098 422 0.03% 0.01% 467 +1,388 81.17% Q1 2026 May 11, 2026
F/m Investments LLC History Reduced 3,074 419 0.03% 0.15% 468 -26,378 -89.56% Q1 2026 May 11, 2026
Allworth Financial LP History Added to 3,048 415 0.0% 0.0% 469 +251 8.97% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 3,022 412 0.0% 470 +3,022 New Q1 2026 May 12, 2026
KBC Group NV History Added to 3,002 410 0.0% 0.0% 472 +254 9.24% Q1 2026 May 07, 2026
Kera Capital Partners, Inc. History Added to 3,006 410 0.05% 0.05% 473 +158 5.55% Q1 2026 May 06, 2026
FIDUCIARY TRUST CO History No change 3,005 410 0.0% 0.0% 471 0 0.0% Q1 2026 May 15, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,000 409 0.02% 0.02% 474 0 0.0% Q1 2026 May 12, 2026
Rossby Financial, LCC History Added to 2,983 408 0.08% 0.11% 475 +251 9.19% Q1 2026 May 11, 2026
Argos Wealth Advisors, LLC History New 2,969 405 0.12% 477 +2,969 New Q1 2026 Apr 27, 2026
CIBC Asset Management Inc History No change 2,970 405 0.0% 0.0% 476 0 0.0% Q1 2026 May 12, 2026
Concentric Capital Strategies, LP History New 2,961 404 0.03% 479 +2,961 New Q1 2026 May 15, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 2,961 404 0.07% 0.06% 478 -39 -1.3% Q1 2026 Apr 29, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,860 399 0.01% 0.01% 480 +1,466 105.16% Q1 2026 May 01, 2026
Ellis Investment Partners, LLC History Reduced 2,922 398 0.07% 0.09% 481 -929 -24.12% Q1 2026 May 12, 2026
Elevated Capital Advisors, LLC History Reduced 2,908 396 0.1% 0.11% 482 -688 -19.13% Q1 2026 Apr 30, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 2,877 392 0.11% 0.1% 483 +3 0.1% Q1 2026 Apr 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 2,832 386 0.02% 0.04% 484 -3,062 -51.95% Q1 2026 Apr 28, 2026
Wealthspire Advisors, LLC History Reduced 2,825 385 0.0% 0.0% 485 -804 -22.15% Q1 2026 May 01, 2026
North Dakota State Investment Board History Reduced 2,803 382 0.02% 0.02% 487 -637 -18.52% Q1 2026 May 08, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 2,806 382 0.06% 0.06% 486 0 0.0% Q1 2026 Apr 24, 2026
Savant Capital, LLC History Added to 2,790 380 0.0% 0.0% 488 +1,225 78.27% Q1 2026 May 04, 2026
PARK AVENUE SECURITIES LLC History Added to 2,680 366 0.0% 0.0% 490 +182 7.29% Q1 2026 Apr 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,688 366 0.01% 0.01% 489 +57 2.17% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 2,672 364 0.0% 0.0% 491 +745 38.66% Q1 2026 May 15, 2026
Nilsine Partners, LLC History Reduced 2,472 364 0.03% 0.03% 492 -40 -1.59% Q1 2026 Apr 29, 2026
Western Wealth Management, LLC History Reduced 2,647 361 0.01% 0.02% 493 -11 -0.41% Q1 2026 May 19, 2026
First Eagle Investment Management, LLC History Reduced 2,591 353 0.0% 0.0% 494 -300 -10.38% Q1 2026 May 14, 2026
Ethic Inc. History Reduced 2,588 353 0.01% 0.01% 495 -131 -4.82% Q1 2026 Apr 27, 2026
Harbour Capital Advisors, LLC History No change 2,375 351 0.07% 0.07% 496 0 0.0% Q1 2026 Apr 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 2,556 348 0.02% 0.02% 497 +27 1.07% Q1 2026 May 06, 2026
Arkadios Wealth Advisors History Added to 2,543 347 0.01% 0.01% 498 +202 8.63% Q1 2026 May 18, 2026
MARATHON CAPITAL MANAGEMENT History Added to 2,535 345 0.08% 0.06% 499 +460 22.17% Q1 2026 May 13, 2026
waypoint wealth counsel History Reduced 2,518 343 0.18% 0.13% 500 -167 -6.22% Q1 2026 Apr 23, 2026
FLORIDA FINANCIAL ADVISORS, LLC History New 2,485 339 0.08% 504 +2,485 New Q1 2026 May 07, 2026
SEEDS INVESTOR LLC History Reduced 2,394 339 0.05% 0.06% 502 -30 -1.24% Q1 2026 May 11, 2026
Disciplined Investors, L.L.C. History Added to 2,487 339 0.2% 0.22% 503 +18 0.73% Q1 2026 May 12, 2026
RFG Advisory, LLC History Reduced 2,487 339 0.01% 0.01% 501 -2 -0.08% Q1 2026 Apr 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 2,389 326 0.03% 0.05% 505 -1,589 -39.94% Q1 2026 May 12, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 2,374 323 0.01% 0.01% 506 -11 -0.46% Q1 2026 May 15, 2026
AVIVA PLC History Reduced 2,362 322 0.0% 0.0% 507 -2,003 -45.89% Q1 2026 May 14, 2026
Ballentine Partners, LLC History No change 2,317 316 0.0% 0.0% 508 0 0.0% Q1 2026 May 14, 2026
Sivia Capital Partners, LLC History Reduced 2,313 315 0.06% 0.19% 509 -4,497 -66.04% Q1 2026 May 12, 2026
Pinnacle Financial Partners, Inc. History Reduced 2,311 315 0.0% 0.0% 510 -7 -0.3% Q1 2026 May 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,290 313 0.02% 0.02% 511 0 0.0% Q1 2026 Apr 28, 2026
WINTON GROUP Ltd History New 2,275 310 0.01% 512 +2,275 New Q1 2026 May 12, 2026
Scientech Research LLC History New 2,253 307 0.26% 516 +2,253 New Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History New 2,251 307 0.01% 515 +2,251 New Q1 2026 May 05, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 2,359 307 0.01% 0.0% 514 +90 3.97% Q1 2026 May 15, 2026
STRS OHIO History Reduced 2,255 307 0.0% 0.0% 513 -42 -1.83% Q1 2026 Apr 24, 2026
WBI INVESTMENTS, LLC History Added to 2,245 306 0.08% 0.06% 517 +417 22.81% Q1 2026 May 11, 2026
Ariadne Wealth Management, LP History Added to 2,244 306 0.14% 0.14% 518 +138 6.55% Q1 2026 May 15, 2026
Hickory Point Bank & Trust History Reduced 2,246 306 0.2% 0.22% 519 -50 -2.18% Q1 2026 Apr 03, 2026
NOMURA HOLDINGS INC History Reduced 2,236 305 0.0% 0.0% 520 -2,135 -48.84% Q1 2026 May 15, 2026
Red Door Wealth Management, LLC History New 2,200 300 0.03% 521 +2,200 New Q1 2026 Apr 22, 2026
Farther Finance Advisors, LLC History Reduced 2,179 298 0.0% 0.0% 523 -206 -8.64% Q1 2026 Apr 07, 2026
Parcion Private Wealth LLC History Reduced 2,189 298 0.02% 0.02% 522 -64 -2.84% Q1 2026 Apr 22, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 2,172 296 0.01% 0.01% 524 -40 -1.81% Q1 2026 May 14, 2026
PFG Private Wealth Management, LLC History Added to 2,165 295 0.13% 0.1% 525 +491 29.33% Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History Reduced 2,146 292 0.01% 0.01% 526 -468 -17.9% Q1 2026 May 14, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 2,115 288 0.08% 0.06% 528 +587 38.42% Q1 2026 May 07, 2026
Omnia Family Wealth, LLC History No change 2,114 288 0.09% 0.08% 527 0 0.0% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History Reduced 2,106 287 0.03% 0.03% 529 -200 -8.67% Q1 2026 Apr 30, 2026
Cercano Management LLC History No change 2,107 287 0.01% 0.01% 530 0 0.0% Q1 2026 May 13, 2026
Valeo Financial Advisors, LLC History Added to 2,037 278 0.01% 0.01% 531 +39 1.95% Q1 2026 May 08, 2026
Old Port Advisors History Added to 2,036 277 0.06% 0.07% 532 +59 2.98% Q1 2026 Apr 06, 2026
Pitcairn Wealth Advisors LLC History No change 2,028 274 0.03% 0.02% 533 0 0.0% Q1 2026 May 13, 2026
Van Hulzen Asset Management, LLC History Reduced 2,000 272 0.02% 0.08% 535 -6,000 -75.0% Q1 2026 May 14, 2026
GREENLEAF TRUST History Added to 1,999 272 0.0% 0.0% 534 +112 5.94% Q1 2026 Apr 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,972 269 0.01% 0.01% 536 +304 18.23% Q1 2026 May 11, 2026
Parallel Advisors, LLC History Reduced 1,964 268 0.0% 0.0% 537 -13 -0.66% Q1 2026 May 07, 2026
AlphaCore Capital LLC History Added to 1,961 267 0.01% 0.0% 538 +366 22.95% Q1 2026 May 15, 2026
Financial Security Advisor, Inc. History Reduced 1,954 266 0.05% 0.05% 540 -17 -0.86% Q1 2026 May 04, 2026
Jacobi Capital Management LLC History No change 1,952 266 0.01% 0.02% 539 0 0.0% Q1 2026 May 13, 2026
Ruffer LLP History New 1,924 263 0.01% 541 +1,924 New Q1 2026 May 13, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 1,920 262 0.05% 0.06% 542 -123 -6.02% Q1 2026 May 08, 2026
Daiwa Securities Group Inc. History New 1,900 259 0.0% 545 +1,900 New Q1 2026 May 13, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 1,905 259 0.1% 0.1% 544 +85 4.67% Q1 2026 May 12, 2026
Strategic Advisors LLC History No change 1,900 259 0.04% 0.04% 543 0 0.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 1,892 258 0.02% 0.03% 546 -1,156 -37.93% Q1 2026 May 15, 2026
Baron Wealth Management LLC History Added to 1,880 256 0.08% 0.07% 547 +209 12.51% Q1 2026 Apr 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 1,865 254 0.0% 0.0% 549 -101 -5.14% Q1 2026 Apr 20, 2026
WEDBUSH SECURITIES INC History No change 1,864 254 0.01% 0.01% 548 0 0.0% Q1 2026 Apr 21, 2026
GTS SECURITIES LLC History Reduced 1,847 252 0.01% 0.06% 550 -10,094 -84.53% Q1 2026 May 14, 2026
Quantum Private Wealth, LLC History No change 1,843 251 0.08% 0.07% 551 0 0.0% Q1 2026 Apr 27, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 1,839 250 0.01% 0.01% 552 0 0.0% Q1 2026 May 06, 2026
HUB Investment Partners, LLC History New 1,812 247 0.01% 554 +1,812 New Q1 2026 May 15, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 1,812 247 0.12% 0.13% 553 -154 -7.83% Q1 2026 Apr 29, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 1,757 246 0.02% 0.03% 556 -260 -12.89% Q1 2026 Apr 29, 2026
Montecito Bank & Trust History Reduced 1,806 246 0.04% 0.04% 555 -192 -9.61% Q1 2026 Apr 16, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 1,801 245 0.01% 0.01% 557 +95 5.57% Q1 2026 Apr 15, 2026
Kathmere Capital Management, LLC History New 1,791 244 0.02% 560 +1,791 New Q1 2026 Apr 28, 2026
Vontobel Holding Ltd. History Reduced 1,795 244 0.0% 0.0% 558 -26 -1.43% Q1 2026 May 08, 2026
Quent Capital, LLC History Reduced 1,792 244 0.02% 0.02% 559 -22 -1.21% Q1 2026 Apr 28, 2026
Modera Wealth Management, LLC History Reduced 1,782 243 0.0% 0.0% 561 -215 -10.77% Q1 2026 May 06, 2026
BESSEMER GROUP INC History Added to 1,771 242 0.0% 0.0% 562 +80 4.73% Q1 2026 May 06, 2026
Trajan Wealth LLC History Reduced 1,768 241 0.01% 0.01% 563 -24 -1.34% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History Reduced 1,760 240 0.0% 0.0% 564 -767 -30.35% Q1 2026 May 06, 2026
Composition Wealth, LLC History Reduced 1,764 240 0.0% 0.0% 565 -6 -0.34% Q1 2026 Apr 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,755 239 0.0% 0.0% 566 -204 -10.41% Q1 2026 May 05, 2026
Paragon Capital Management Ltd History Reduced 1,752 239 0.05% 0.05% 567 -90 -4.89% Q1 2026 Apr 15, 2026
Trust Point Inc. History Added to 1,758 239 0.02% 0.02% 568 +56 3.29% Q1 2026 Apr 15, 2026
WADDELL & ASSOCIATES, LLC History Reduced 1,746 238 0.01% 0.02% 569 -72 -3.96% Q1 2026 May 11, 2026
HM PAYSON & CO History Reduced 1,735 236 0.0% 0.0% 570 -25 -1.42% Q1 2026 Apr 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 1,729 235 0.0% 574 +1,729 New Q1 2026 May 12, 2026
SAGE RHINO CAPITAL LLC History New 1,727 235 0.04% 575 +1,727 New Q1 2026 Apr 28, 2026
MEEDER ASSET MANAGEMENT INC History Added to 1,722 235 0.01% 0.0% 572 +1,647 2196.0% Q1 2026 May 07, 2026
PROFUND ADVISORS LLC History Reduced 1,724 235 0.01% 0.01% 573 -232 -11.86% Q1 2026 Apr 24, 2026
ROMAN BUTLER FULLERTON & CO History Added to 1,693 235 0.06% 0.07% 571 +3 0.18% Q1 2026 Apr 30, 2026
111 Capital History New 1,719 234 0.06% 576 +1,719 New Q1 2026 May 11, 2026
Cinctive Capital Management LP History Reduced 1,711 233 0.02% 0.07% 577 -7,752 -81.92% Q1 2026 May 15, 2026
Lido Advisors, LLC History New 1,693 231 0.0% 578 +1,693 New Q1 2026 May 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 1,689 230 0.03% 0.04% 579 0 0.0% Q1 2026 Apr 14, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 1,700 229 0.05% 0.05% 580 0 0.0% Q4 2025 Feb 18, 2026
Abel Hall, LLC History New 1,676 228 0.05% 582 +1,676 New Q1 2026 Apr 28, 2026
DAVENPORT & Co LLC History Added to 1,674 228 0.0% 0.0% 581 +8 0.48% Q1 2026 Apr 15, 2026
GREAT LAKES ADVISORS, LLC History New 1,669 227 0.0% 584 +1,669 New Q1 2026 May 11, 2026
Arax Advisory Partners History Added to 1,668 227 0.01% 0.0% 583 +928 125.41% Q1 2026 May 13, 2026
Focused Wealth Management, Inc History New 1,647 224 0.02% 585 +1,647 New Q1 2026 Apr 20, 2026
TIAA Wealth Investment Management LLC History New 1,628 222 0.0% 587 +1,628 New Q1 2026 May 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,632 222 0.0% 0.0% 586 +338 26.12% Q1 2026 May 14, 2026
Frec Markets, Inc. History New 1,626 221 0.04% 588 +1,626 New Q1 2026 May 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 1,617 220 0.0% 0.0% 589 +40 2.54% Q1 2026 May 08, 2026
Harel Insurance Investments & Financial Services Ltd. History New 1,600 218 0.0% 591 +1,600 New Q1 2026 May 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 1,600 218 0.0% 0.0% 590 -100 -5.88% Q1 2026 May 15, 2026
Portside Wealth Group, LLC History New 1,586 216 0.03% 593 +1,586 New Q1 2026 May 12, 2026
1834 INVESTMENT ADVISORS CO History No change 1,585 216 0.03% 0.03% 592 0 0.0% Q1 2026 May 14, 2026
Diligent Investors, LLC History No change 1,555 212 0.05% 0.05% 594 0 0.0% Q1 2026 Apr 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 1,543 210 0.0% 595 +1,543 New Q1 2026 Apr 27, 2026
LAZARI CAPITAL MANAGEMENT, INC. History New 1,514 206 0.07% 596 +1,514 New Q1 2026 Apr 23, 2026
Brown Miller Wealth Management, LLC History No change 1,500 204 0.06% 0.06% 597 0 0.0% Q1 2026 Apr 23, 2026
TORONTO DOMINION BANK History Reduced 1,491 203 0.0% 0.05% 598 -224,509 -99.34% Q1 2026 May 15, 2026
POINCIANA ADVISORS GROUP, LLC History New 1,470 200 0.16% 600 +1,470 New Q1 2026 Apr 16, 2026
BAILARD, INC. History New 1,466 200 0.0% 599 +1,466 New Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 1,401 191 0.0% 0.0% 601 +173 14.09% Q1 2026 Apr 07, 2026
UMB Bank, n.a. History Added to 1,322 180 0.0% 0.0% 602 +94 7.65% Q1 2026 May 11, 2026
True Wealth Design, LLC History Added to 1,258 171 0.05% 0.05% 603 +34 2.78% Q1 2026 Apr 13, 2026
SBI Securities Co., Ltd. History Reduced 1,221 166 0.0% 0.0% 604 -212 -14.79% Q1 2026 Apr 27, 2026
Western Pacific Wealth Management, LP History No change 1,220 166 0.17% 0.16% 605 0 0.0% Q1 2026 Apr 17, 2026
Greykasell Wealth Strategies, Inc. History No change 1,177 160 0.06% 0.06% 606 0 0.0% Q1 2026 May 07, 2026
Navigoe, LLC History No change 1,171 159 0.09% 0.1% 607 0 0.0% Q1 2026 May 01, 2026
TopTier Wealth Management, LLC History New 1,092 149 0.09% 608 +1,092 New Q1 2026 May 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,066 145 0.0% 610 +1,066 New Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 1,065 145 0.0% 0.0% 609 +232 27.85% Q1 2026 May 15, 2026
EMC Capital Management History No change 989 134 0.06% 0.06% 611 0 0.0% Q4 2025 Mar 09, 2026
BOKF, NA History Added to 958 130 0.0% 0.0% 612 +2 0.21% Q1 2026 May 08, 2026
TRUST CO OF VERMONT History No change 910 123 0.01% 0.01% 613 0 0.0% Q4 2025 Jan 16, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 122 0.0% 0.0% 614 0 0.0% Q1 2026 May 11, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 875 119 0.02% 0.03% 615 0 0.0% Q1 2026 Apr 15, 2026
Global Retirement Partners, LLC History No change 818 110 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 06, 2026
Curat Global, LLC History No change 800 109 0.11% 0.12% 617 0 0.0% Q1 2026 Apr 21, 2026
DV EQUITIES, LLC History No change 800 108 0.02% 0.02% 618 0 0.0% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 902 95 0.03% 620 +902 New Q1 2026 May 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 700 95 0.0% 619 +700 New Q1 2026 Apr 14, 2026
Vanguard National Trust Co History New 680 92 0.01% 621 +680 New Q1 2026 May 08, 2026
Spire Wealth Management History Added to 668 91 0.0% 0.0% 622 +266 66.17% Q1 2026 Apr 22, 2026
SRH ADVISORS, LLC History Reduced 650 88 0.03% 0.05% 623 -755 -53.74% Q1 2026 Apr 29, 2026
SALEM INVESTMENT COUNSELORS INC History New 650 88 0.0% 624 +650 New Q1 2026 Apr 29, 2026
J.Safra Asset Management Corp History No change 640 87 0.0% 0.0% 625 0 0.0% Q1 2026 May 04, 2026
Wilmington Savings Fund Society, FSB History Reduced 600 81 0.0% 0.01% 626 -2,500 -80.65% Q1 2026 Apr 30, 2026
Global Trust Asset Management, LLC History No change 546 74 0.03% 0.03% 627 0 0.0% Q1 2026 Apr 23, 2026
1620 INVESTMENT ADVISORS, INC. History No change 532 72 0.05% 0.05% 628 0 0.0% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 509 68 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 17, 2026
CDKV HOLDINGS LLC History No change 500 68 0.06% 0.06% 630 0 0.0% Q1 2026 May 01, 2026
Global Assets Advisory, LLC History New 491 67 0.02% 631 +491 New Q1 2026 May 01, 2026
Bayforest Capital Ltd History Added to 487 66 0.07% 0.03% 632 +163 50.31% Q1 2026 Apr 15, 2026
Fulcrum Asset Management LLP History No change 487 63 0.01% 0.02% 633 0 0.0% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Added to 441 60 0.0% 0.0% 634 +52 13.37% Q1 2026 Apr 24, 2026
Morse Asset Management, Inc History Added to 422 57 0.01% 0.01% 635 +2 0.48% Q1 2026 May 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 405 56 0.0% 637 +405 New Q1 2026 Apr 13, 2026
Aventura Private Wealth, LLC History Reduced 415 56 0.02% 0.02% 636 -25 -5.68% Q1 2026 May 05, 2026
Operose Advisors LLC History No change 398 54 0.01% 0.01% 638 0 0.0% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 391 53 0.0% 0.0% 639 +26 7.12% Q1 2026 May 07, 2026
Deseret Mutual Benefit Administrators History Added to 379 51 0.02% 0.01% 640 +172 83.09% Q1 2026 May 08, 2026
Smartleaf Asset Management LLC History Added to 392 51 0.0% 0.0% 641 +84 27.27% Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History No change 377 51 0.03% 0.03% 642 0 0.0% Q1 2026 Apr 14, 2026
Leonteq Securities AG History Reduced 372 50 0.0% 0.0% 643 -29 -7.23% Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 338 46 0.01% 0.06% 644 -1,328 -79.71% Q1 2026 May 11, 2026
MassMutual Private Wealth & Trust, FSB History Added to 337 45 0.0% 0.0% 645 +41 13.85% Q1 2026 Apr 13, 2026
Caitlin John, LLC History Reduced 320 43 0.03% 0.03% 646 -5 -1.54% Q1 2026 May 13, 2026
Covestor Ltd History Reduced 305 42 0.03% 0.03% 649 -138 -31.15% Q1 2026 May 05, 2026
Ancora Advisors LLC History Added to 311 42 0.0% 0.0% 648 +111 55.5% Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 315 42 0.0% 0.0% 647 0 0.0% Q1 2026 Apr 13, 2026
MACQUARIE GROUP LTD History New 297 40 0.0% 651 +297 New Q1 2026 May 15, 2026
CVA Family Office, LLC History Added to 294 40 0.0% 0.0% 650 +164 126.15% Q1 2026 Apr 29, 2026
DiNuzzo Private Wealth, Inc. History No change 280 38 0.0% 0.0% 652 0 0.0% Q1 2026 Apr 08, 2026
Owl Creek Wealth Partners LLC History New 271 36 0.01% 653 +271 New Q1 2026 May 13, 2026
Smithfield Trust Co History No change 260 35 0.0% 0.0% 654 0 0.0% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History New 256 34 0.0% 657 +256 New Q1 2026 Apr 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 250 34 0.01% 0.01% 655 0 0.0% Q1 2026 Apr 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 250 34 0.01% 0.01% 656 0 0.0% Q1 2026 Apr 22, 2026
Quarry LP History Reduced 237 32 0.01% 0.01% 660 -86 -26.63% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 238 32 0.0% 0.0% 659 +24 11.21% Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Added to 238 32 0.0% 0.0% 658 +6 2.59% Q1 2026 Apr 14, 2026
Innovative Asset Advisors Group, LLC History New 233 31 0.02% 661 +233 New Q1 2026 May 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 214 29 0.0% 0.0% 662 -149 -41.05% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History Added to 198 27 0.0% 0.0% 664 +7 3.66% Q1 2026 May 15, 2026
Pinnacle Holdings, LLC History No change 200 27 0.01% 0.01% 663 0 0.0% Q1 2026 May 08, 2026
Wiser Advisor Group LLC History No change 196 26 0.03% 0.03% 665 0 0.0% Q1 2026 Apr 22, 2026
Hilton Head Capital Partners, LLC History Added to 187 25 0.01% 0.01% 668 +74 65.49% Q1 2026 Apr 20, 2026
GW&K Investment Management, LLC History No change 182 25 0.0% 0.0% 666 0 0.0% Q1 2026 May 13, 2026
Measured Wealth Private Client Group, LLC History No change 190 25 0.01% 0.01% 667 0 0.0% Q1 2026 May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 173 23 0.01% 669 +173 New Q1 2026 May 08, 2026
Pinnacle Bancorp, Inc. History Added to 166 22 0.01% 0.0% 671 +66 66.0% Q1 2026 Apr 22, 2026
Colonial Trust Advisors History Reduced 166 22 0.0% 0.0% 670 -39 -19.02% Q1 2026 May 12, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 155 21 0.01% 675 +155 New Q1 2026 May 08, 2026
JFS WEALTH ADVISORS, LLC History Added to 161 21 0.0% 0.0% 673 +6 3.87% Q1 2026 Apr 20, 2026
SouthState Bank Corp History No change 155 21 0.0% 0.0% 672 0 0.0% Q1 2026 May 05, 2026
Geneos Wealth Management Inc. History No change 160 21 0.0% 0.0% 674 0 0.0% Q1 2026 May 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 150 20 0.0% 0.0% 676 0 0.0% Q1 2026 Apr 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 140 19 0.0% 0.0% 678 +10 7.69% Q1 2026 Apr 23, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 140 19 0.0% 0.0% 677 0 0.0% Q1 2026 Apr 23, 2026
Destiny Wealth Partners, LLC History New 135 18 0.0% 680 +135 New Q1 2026 May 11, 2026
Kozak & Associates, Inc. History No change 130 18 0.0% 0.0% 679 0 0.0% Q1 2026 Apr 14, 2026
Physician Wealth Advisors, Inc. History Added to 130 17 0.0% 0.0% 681 +15 13.04% Q1 2026 Apr 24, 2026
NFSG Corp History No change 127 17 0.0% 0.0% 682 0 0.0% Q1 2026 May 05, 2026
Sound Income Strategies, LLC History Reduced 121 16 0.0% 0.0% 683 -37 -23.42% Q1 2026 Apr 27, 2026
Murphy & Mullick Capital Management Corp History No change 121 16 0.01% 0.01% 684 0 0.0% Q1 2026 Apr 17, 2026
Fortitude Family Office, LLC History Added to 113 15 0.0% 0.0% 685 +38 50.67% Q1 2026 Apr 15, 2026
Rakuten Securities, Inc. History Reduced 108 14 0.01% 0.03% 687 -553 -83.66% Q1 2026 May 01, 2026
Aquatic Capital Management LLC History New 108 14 0.0% 688 +108 New Q1 2026 May 15, 2026
Friedenthal Financial History No change 109 14 0.01% 0.01% 686 0 0.0% Q1 2026 Apr 20, 2026
DANSKE BANK A/S History Reduced 100 13 0.0% 0.0% 689 -1,200 -92.31% Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 96 13 0.0% 693 +96 New Q1 2026 May 08, 2026
Atlantic Union Bankshares Corp History Reduced 100 13 0.0% 0.0% 690 -64 -39.02% Q1 2026 May 12, 2026
ORG Partners LLC History No change 99 13 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 14, 2026
Medallion Wealth Advisors, LLC History No change 100 13 0.0% 0.0% 692 0 0.0% Q1 2026 Apr 24, 2026
SWAN Capital LLC History New 90 12 0.0% 696 +90 New Q1 2026 May 14, 2026
McIlrath & Eck, LLC History No change 90 12 0.0% 0.0% 694 0 0.0% Q1 2026 May 19, 2026
Investors Research Corp History No change 93 12 0.0% 0.0% 695 0 0.0% Q1 2026 Apr 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 87 11 0.0% 0.0% 697 -1 -1.14% Q1 2026 Apr 23, 2026
HHM Wealth Advisors, LLC History No change 75 10 0.0% 0.0% 698 0 0.0% Q1 2026 Apr 17, 2026
Cedar Mountain Advisors, LLC History New 67 9 0.0% 702 +67 New Q1 2026 Apr 30, 2026
Prestige Wealth Management Group LLC History Added to 68 9 0.0% 0.0% 701 +2 3.03% Q1 2026 May 13, 2026
COUNTRY TRUST BANK History No change 70 9 0.0% 0.0% 699 0 0.0% Q1 2026 Apr 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 70 9 0.0% 0.0% 700 0 0.0% Q1 2026 Apr 28, 2026
Intentional Wealth Strategies, LLC History New 59 8 0.01% 707 +59 New Q1 2026 May 05, 2026
Capital Analysts, LLC History Added to 54 8 0.0% 0.0% 703 +33 157.14% Q1 2026 May 14, 2026
Clearstead Trust, LLC History Added to 61 8 0.0% 0.0% 704 +22 56.41% Q1 2026 May 06, 2026
SJS Investment Consulting Inc. History Added to 60 8 0.0% 0.0% 705 +4 7.14% Q1 2026 Apr 23, 2026
Dogwood Wealth Management LLC History No change 63 8 0.0% 0.0% 706 0 0.0% Q1 2026 May 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 54 7 0.0% 710 +54 New Q1 2026 May 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 54 7 0.0% 0.0% 708 -11 -16.92% Q1 2026 May 01, 2026
LGT Financial Advisors LLC History Added to 55 7 0.04% 0.04% 709 +1 1.85% Q1 2026 Apr 28, 2026
EFG International AG History New 47 6 0.0% 721 +47 New Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 46 6 0.0% 0.0% 712 +31 206.67% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Added to 47 6 0.0% 0.0% 711 +20 74.07% Q1 2026 Apr 30, 2026
Bogart Wealth, LLC History Reduced 48 6 0.0% 0.0% 716 -5 -9.43% Q1 2026 Apr 28, 2026
Avion Wealth History Added to 46 6 0.0% 0.0% 717 +3 6.98% Q1 2026 May 01, 2026
Keating Financial Advisory Services, Inc. History Reduced 47 6 0.0% 0.0% 720 -1 -2.08% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History No change 48 6 0.0% 0.0% 713 0 0.0% Q1 2026 Apr 21, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 50 6 0.0% 0.0% 714 0 0.0% Q1 2026 May 11, 2026
Anchor Investment Management, LLC History No change 45 6 0.0% 0.0% 715 0 0.0% Q1 2026 May 01, 2026
High Note Wealth, LLC History No change 46 6 0.0% 0.0% 718 0 0.0% Q1 2026 May 11, 2026
Hughes Financial Services, LLC History No change 50 6 0.0% 0.0% 719 0 0.0% Q1 2026 Apr 29, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 35 5 0.0% 0.0% 722 -41 -53.95% Q1 2026 May 14, 2026
Sachetta, LLC History Added to 42 5 0.0% 0.0% 727 +23 121.05% Q1 2026 May 01, 2026
Transamerica Financial Advisors, LLC History Added to 38 5 0.0% 0.0% 723 +20 111.11% Q1 2026 May 15, 2026
Retirement Wealth Solutions LLC History Added to 43 5 0.0% 0.0% 728 +2 4.88% Q1 2026 Apr 07, 2026
Princeton Global Asset Management LLC History No change 43 5 0.0% 0.0% 724 0 0.0% Q1 2026 Apr 22, 2026
Red Tortoise LLC History No change 43 5 0.0% 0.0% 725 0 0.0% Q1 2026 Apr 21, 2026
Bruce G. Allen Investments, LLC History No change 38 5 0.0% 0.0% 726 0 0.0% Q1 2026 May 08, 2026
Wealth Enhancement Trust Services, Inc. History New 35 4 0.0% 733 +35 New Q1 2026 Apr 08, 2026
REAP Financial Group, LLC History New 30 4 0.0% 732 +30 New Q1 2026 May 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 36 4 0.0% 0.0% 729 +4 12.5% Q1 2026 May 11, 2026
Bare Financial Services, Inc History Added to 31 4 0.0% 0.0% 730 +4 14.81% Q1 2026 May 14, 2026
Crews Bank & Trust History No change 35 4 0.0% 0.0% 731 0 0.0% Q1 2026 May 13, 2026
Dunhill Financial, LLC History Added to 27 3 0.0% 739 +25 1250.0% Q1 2026 May 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 23 3 0.0% 740 +17 283.33% Q1 2026 Apr 14, 2026
Whipplewood Advisors, LLC History Added to 27 3 0.0% 0.0% 741 +13 92.86% Q1 2026 Apr 30, 2026
Rialto Wealth Management, LLC History Added to 27 3 0.0% 0.0% 742 +8 42.11% Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History Reduced 28 3 0.0% 0.0% 734 -2 -6.67% Q1 2026 May 06, 2026
Cornerstone Planning Group LLC History Added to 24 3 0.0% 0.0% 736 +2 9.09% Q1 2026 May 06, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 29 3 0.0% 0.0% 735 0 0.0% Q1 2026 May 01, 2026
Addison Advisors LLC History No change 23 3 0.0% 0.0% 737 0 0.0% Q1 2026 May 08, 2026
Bell Investment Advisors, Inc History No change 27 3 0.0% 0.0% 738 0 0.0% Q1 2026 Apr 17, 2026
Marquette Asset Management, LLC History New 20 2 0.0% 751 +20 New Q1 2026 Apr 23, 2026
Darwin Wealth Management, LLC History Reduced 21 2 0.0% 0.0% 743 -17 -44.74% Q1 2026 May 01, 2026
Valued Wealth Advisors LLC History Added to 21 2 0.0% 747 +16 320.0% Q1 2026 Apr 30, 2026
Bay Harbor Wealth Management, LLC History Added to 21 2 0.0% 0.0% 744 +10 90.91% Q1 2026 Apr 14, 2026
IAG Wealth Partners, LLC History No change 15 2 0.0% 0.0% 745 0 0.0% Q1 2026 Apr 29, 2026
Cromwell Holdings LLC History No change 16 2 0.0% 0.0% 746 0 0.0% Q1 2026 Apr 30, 2026
Private Wealth Management Group, LLC History No change 20 2 0.0% 0.0% 748 0 0.0% Q1 2026 Apr 23, 2026
Gen-Wealth Partners Inc History No change 15 2 0.0% 0.0% 749 0 0.0% Q1 2026 May 08, 2026
Signature Equity Partners, LLC History No change 19 2 0.0% 0.0% 750 0 0.0% Q1 2026 May 13, 2026
Silicon Valley Capital Partners History New 13 1 0.0% 774 +13 New Q1 2026 May 19, 2026
First Pacific Financial History New 13 1 0.0% 775 +13 New Q1 2026 Apr 23, 2026
MCF Advisors LLC History New 12 1 0.0% 773 +12 New Q1 2026 May 11, 2026
Frazier Financial Advisors, LLC History New 10 1 0.0% 776 +10 New Q1 2026 May 05, 2026
North Star Investment Management Corp. History New 9 1 0.0% 772 +9 New Q1 2026 Apr 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 11 1 0.0% 0.0% 752 0 0.0% Q1 2026 May 14, 2026
AdvisorNet Financial, Inc History No change 8 1 0.0% 0.0% 753 0 0.0% Q1 2026 Apr 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 8 1 0.0% 0.0% 754 0 0.0% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 13 1 0.0% 0.0% 755 0 0.0% Q1 2026 Apr 27, 2026
Financial Management Professionals, Inc. History No change 10 1 0.0% 0.0% 756 0 0.0% Q1 2026 Apr 15, 2026
Capital Advisors, Ltd. LLC History No change 5 1 0.0% 0.0% 757 0 0.0% Q1 2026 Apr 16, 2026
FINANCIAL CONSULATE, INC History No change 9 1 0.0% 0.0% 758 0 0.0% Q1 2026 Apr 21, 2026
Stone House Investment Management, LLC History No change 11 1 0.0% 0.0% 759 0 0.0% Q1 2026 Apr 22, 2026
HighMark Wealth Management LLC History No change 10 1 0.0% 0.0% 760 0 0.0% Q1 2026 May 05, 2026
Blue Trust, Inc. History No change 10 1 0.0% 0.0% 761 0 0.0% Q1 2026 Apr 20, 2026
Lodestone Wealth Management LLC History No change 10 1 0.0% 0.0% 762 0 0.0% Q1 2026 May 01, 2026
Abound Wealth Management History No change 10 1 0.0% 0.0% 763 0 0.0% Q1 2026 Apr 10, 2026
Aspect Partners, LLC History No change 13 1 0.0% 0.0% 764 0 0.0% Q1 2026 Apr 02, 2026
WealthCollab, LLC History No change 9 1 0.0% 0.0% 765 0 0.0% Q1 2026 May 13, 2026
Legacy Wealth Managment, LLC/ID History No change 11 1 0.0% 0.0% 766 0 0.0% Q1 2026 May 07, 2026
Kilter Group LLC History No change 11 1 0.0% 0.0% 767 0 0.0% Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History No change 8 1 0.0% 0.0% 768 0 0.0% Q1 2026 May 01, 2026
Ares Financial Consulting, LLC History No change 9 1 0.0% 0.0% 769 0 0.0% Q1 2026 Apr 02, 2026
Cornerstone Financial Management LLC History No change 12 1 0.0% 0.0% 770 0 0.0% Q1 2026 May 08, 2026
Sunrise Financial Services, LLC History No change 11 1 0.0% 0.0% 771 0 0.0% Q1 2026 Apr 29, 2026
MUFG Securities EMEA plc History Closed out 0 0 0.35% -226,000 -100.0% Q1 2026 May 11, 2026
Prana Capital Management, LP History Closed out 0 0 0.81% -164,841 -100.0% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.01% -151,406 -100.0% Q1 2026 May 14, 2026
Interval Partners, LP History Closed out 0 0 0.33% -137,025 -100.0% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.43% -105,888 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.05% -78,236 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.13% -63,065 -100.0% Q1 2026 May 14, 2026
Unisphere Establishment History Closed out 0 0 0.06% -59,000 -100.0% Q1 2026 May 14, 2026
COBALT CAPITAL MANAGEMENT, INC. History Closed out 0 0 2.39% -40,000 -100.0% Q1 2026 May 14, 2026
LMR Partners LLP History Closed out 0 0 0.01% -37,800 -100.0% Q1 2026 May 15, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Closed out 0 0 0.18% -33,600 -100.0% Q1 2026 May 05, 2026
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.64% -30,926 -100.0% Q1 2026 May 13, 2026
ING GROEP NV History Closed out 0 0 0.02% -25,500 -100.0% Q1 2026 May 11, 2026
Caption Management, LLC History Closed out 0 0 0.02% -25,400 -100.0% Q1 2026 May 15, 2026
Riverview Capital Advisers, LLC History Closed out 0 0 0.99% -24,217 -100.0% Q1 2026 May 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.01% -22,565 -100.0% Q1 2026 May 14, 2026
Redwood Investment Management, LLC History Closed out 0 0 0.27% -18,045 -100.0% Q1 2026 May 14, 2026
1832 Asset Management L.P. History Closed out 0 0 0.0% -14,921 -100.0% Q1 2026 May 14, 2026
PINEBRIDGE INVESTMENTS LLC History Closed out 0 0 0.01% -13,092 -100.0% Q1 2026 May 14, 2026
Occam Crest Management LP History Closed out 0 0 1.03% -11,000 -100.0% Q1 2026 May 15, 2026
CHASE INVESTMENT COUNSEL CORP History Closed out 0 0 0.38% -10,055 -100.0% Q1 2026 May 11, 2026
STANCE CAPITAL LLC History Closed out 0 0 0.5% -9,993 -100.0% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.05% -7,474 -100.0% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 0.03% -7,104 -100.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -6,446 -100.0% Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History Closed out 0 0 0.0% -5,200 -100.0% Q1 2026 May 05, 2026
VARCOV Co. History Closed out 0 0 0.27% -5,032 -100.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Closed out 0 0 0.11% -4,177 -100.0% Q1 2026 May 13, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -3,762 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -3,618 -100.0% Q1 2026 Apr 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 0.01% -3,379 -100.0% Q1 2026 May 01, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -3,340 -100.0% Q1 2026 May 13, 2026
Limestone Investment Advisors LP History Closed out 0 0 0.04% -2,800 -100.0% Q1 2026 May 15, 2026
Institute for Wealth Management, LLC. History Closed out 0 0 0.04% -2,500 -100.0% Q1 2026 May 13, 2026
Lotus Technology Management, LP History Closed out 0 0 0.19% -2,491 -100.0% Q1 2026 May 15, 2026
Applied Finance Capital Management, LLC History Closed out 0 0 0.02% -2,062 -100.0% Q1 2026 May 04, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.05% -2,022 -100.0% Q1 2026 Apr 23, 2026
Greenland Capital Management LP History Closed out 0 0 0.03% -1,913 -100.0% Q1 2026 May 15, 2026
TMB Capital Partners, LLC History Closed out 0 0 0.08% -1,773 -100.0% Q1 2026 May 08, 2026
Sender Co & Partners, Inc. History Closed out 0 0 0.11% -1,724 -100.0% Q1 2026 May 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -1,695 -100.0% Q1 2026 May 14, 2026
Focus Financial Network, Inc. History Closed out 0 0 0.01% -1,685 -100.0% Q1 2026 Apr 14, 2026
StoneX Group Inc. History Closed out 0 0 0.01% -1,684 -100.0% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -1,647 -100.0% Q1 2026 May 08, 2026
Providence First Trust Co History Closed out 0 0 0.07% -1,581 -100.0% Q1 2026 May 04, 2026
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -1,538 -100.0% Q1 2026 May 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -1,510 -100.0% Q1 2026 May 12, 2026
CenterStar Asset Management, LLC History Closed out 0 0 0.06% -1,500 -100.0% Q1 2026 May 01, 2026
Wealth Management Partners, LLC History Closed out 0 0 0.06% -1,500 -100.0% Q1 2026 Apr 17, 2026
Wedmont Private Capital History Closed out 0 0 0.01% -1,500 -100.0% Q1 2026 Apr 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -1,500 -100.0% Q1 2026 Apr 29, 2026
Advisors Asset Management, Inc. History Closed out 0 0 0.0% -576 -100.0% Q1 2026 May 15, 2026
State of Wyoming History Closed out 0 0 0.01% -504 -100.0% Q1 2026 May 13, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.01% -276 -100.0% Q1 2026 Apr 15, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.02% -261 -100.0% Q1 2026 May 12, 2026
Ramirez Asset Management, Inc. History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 12, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -177 -100.0% Q1 2026 May 06, 2026
Centennial Bank/AR/ History Closed out 0 0 0.0% -75 -100.0% Q1 2026 May 06, 2026
Costello Asset Management, INC History Closed out 0 0 0.0% -40 -100.0% Q1 2026 Apr 30, 2026
WINNOW WEALTH LLC History Closed out 0 0 0.0% -39 -100.0% Q1 2026 May 19, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -38 -100.0% Q1 2026 Apr 28, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 15, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 0.0% -11 -100.0% Q1 2026 May 14, 2026
Vermillion Wealth Management, Inc. History New 7 0 +7 New Q1 2026 Apr 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 6 0 +6 New Q1 2026 May 08, 2026
Financial Network Wealth Advisors LLC History New 6 0 +6 New Q1 2026 May 14, 2026
HIGHLINE WEALTH PARTNERS LLC History New 4 0 +4 New Q1 2026 Apr 06, 2026
Quaker Wealth Management, LLC History Added to 5 0 +3 150.0% Q1 2026 Apr 10, 2026
American Capital Advisory, LLC History Reduced 4 0 -3 -42.86% Q1 2026 Apr 29, 2026
EASTERN BANK History Closed out 0 0 -3 -100.0% Q1 2026 Apr 07, 2026
CoreCap Advisors, LLC History Added to 5 0 +2 66.67% Q1 2026 Apr 07, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 5 0 -1 -16.67% Q1 2026 Apr 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 1 0 +1 New Q1 2026 May 06, 2026
CENTRAL TRUST Co History Closed out 0 0 -1 -100.0% Q1 2026 Apr 17, 2026
TOTH FINANCIAL ADVISORY CORP History No change 1 0 0 0.0% Q1 2026 Apr 16, 2026
USA FINANCIAL FORMULAS History No change 3 0 0 0.0% Q1 2026 Apr 14, 2026
Beaird Harris Wealth Management, LLC History No change 7 0 0 0.0% Q1 2026 May 14, 2026
Nemes Rush Group LLC History No change 5 0 0 0.0% Q1 2026 Apr 21, 2026
Seneschal Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 08, 2026
Principia Wealth Advisory, LLC History No change 5 0 0 0.0% Q4 2025 Feb 10, 2026
1015 Capital Partners, LLC History No change 4 0 0 0.0% Q1 2026 May 11, 2026