TRUSTCO BANK CORP N Y - TRST

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 2,566,363 112,355 0.0% 0.0% 1 -110,770 -4.14% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 1,300,043 53,730 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 1,165,133 51,009 1.17% 1.14% 3 -7,709 -0.66% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,137,504 49,798 0.01% 0.01% 4 -5,359 -0.47% Q1 2026 May 07, 2026
STATE STREET CORP History Reduced 891,082 39,355 0.0% 0.0% 5 -14,759 -1.63% Q1 2026 May 15, 2026
HoldCo Asset Management, LP History No change 872,744 38,208 2.84% 2.71% 6 0 0.0% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 819,113 35,860 0.0% 7 +819,113 New Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 564,913 24,731 0.01% 0.01% 8 +23,956 4.43% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 498,625 21,834 0.0% 0.0% 9 +43,230 9.49% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 372,698 16,316 0.0% 10 +372,698 New Q1 2026 May 08, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 291,369 12,756 0.04% 0.03% 11 +18,370 6.73% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 286,158 12,527 0.0% 0.0% 12 +112,107 64.41% Q1 2026 May 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 229,319 10,039 0.01% 0.01% 13 -3,922 -1.68% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 220,331 9,646 0.01% 0.01% 14 +89,756 68.74% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 197,118 8,629 0.0% 0.0% 15 +85 0.04% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 181,243 7,934 0.0% 0.0% 16 -92,723 -33.84% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 168,998 7,398 0.0% 0.0% 17 -4,556 -2.63% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 165,291 7,236 0.0% 0.0% 18 -6,401 -3.73% Q1 2026 May 05, 2026
GABELLI FUNDS LLC History Added to 151,443 6,630 0.04% 0.03% 19 +38,450 34.03% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 147,835 6,472 0.0% 0.0% 20 -12,053 -7.54% Q1 2026 May 15, 2026
UBS Group AG History Reduced 134,725 5,898 0.0% 0.0% 21 -22,417 -14.27% Q1 2026 May 05, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 129,223 5,657 0.0% 0.0% 22 -16,820 -11.52% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 126,352 5,531 0.11% 0.11% 23 -5,802 -4.39% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 115,729 5,066 0.0% 24 +115,729 New Q1 2026 May 08, 2026
TRUSTCO BANK CORP N Y History No change 92,563 4,052 3.6% 3.45% 25 0 0.0% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 87,600 3,835 0.0% 0.0% 26 -216 -0.25% Q1 2026 May 04, 2026
FIRST TRUST ADVISORS LP History Added to 87,100 3,813 0.0% 0.0% 27 +16,536 23.43% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 82,283 3,602 0.0% 0.0% 28 +32,748 66.11% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 79,672 3,488 0.02% 29 +79,672 New Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 76,766 3,358 0.0% 0.0% 30 +5,115 7.14% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 72,445 3,174 0.0% 0.0% 31 -2,308 -3.09% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Reduced 71,769 3,142 0.01% 0.01% 32 -339 -0.47% Q1 2026 May 05, 2026
TWO SIGMA ADVISERS, LP History No change 71,706 2,963 0.01% 0.01% 33 0 0.0% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 67,434 2,952 0.01% 0.0% 34 +41,119 156.26% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 64,535 2,825 0.01% 0.01% 35 +788 1.24% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Reduced 56,675 2,481 0.0% 0.0% 36 -1,892 -3.23% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Reduced 56,492 2,473 0.0% 0.0% 37 -326,722 -85.26% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 47,461 2,077 0.0% 0.0% 38 +22,430 89.61% Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 44,714 1,957 0.02% 0.01% 39 +25,722 135.44% Q1 2026 May 08, 2026
Nuveen, LLC History Reduced 43,300 1,895 0.0% 0.0% 40 -1,949 -4.31% Q1 2026 Apr 30, 2026
Legal & General Group Plc History Reduced 42,027 1,839 0.0% 0.0% 41 -6,049 -12.58% Q1 2026 May 08, 2026
GLOBEFLEX CAPITAL L P History No change 37,380 1,636 0.25% 0.24% 42 0 0.0% Q1 2026 May 13, 2026
Swiss National Bank History No change 36,820 1,611 0.0% 0.0% 43 0 0.0% Q1 2026 May 07, 2026
WINTON GROUP Ltd History Reduced 33,133 1,450 0.05% 0.05% 44 -262 -0.78% Q1 2026 May 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 32,616 1,427 0.0% 0.0% 45 -4,789 -12.8% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Reduced 31,931 1,397 0.0% 0.0% 46 -11,073 -25.75% Q1 2026 May 15, 2026
Brandywine Global Investment Management, LLC History No change 33,722 1,393 0.01% 0.01% 47 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Added to 30,084 1,317 0.0% 0.0% 48 +2,428 8.78% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 26,900 1,177 0.0% 0.0% 49 +16,340 154.73% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 24,522 1,073 0.0% 0.0% 50 +672 2.82% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 23,999 1,051 0.0% 0.0% 51 +6,134 34.34% Q1 2026 May 15, 2026
Trexquant Investment LP History Reduced 23,344 1,022 0.01% 0.02% 52 -43,663 -65.16% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Added to 23,015 1,007 0.06% 0.04% 53 +4,933 27.28% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 21,689 949 0.0% 0.0% 54 +4,148 23.65% Q1 2026 May 15, 2026
SummerHaven Investment Management, LLC History Reduced 21,594 945 0.58% 0.56% 55 -2,407 -10.03% Q1 2026 Apr 24, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 20,769 909 0.03% 0.02% 56 +4,089 24.51% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 20,945 903 0.0% 0.0% 57 -7,771 -27.06% Q1 2026 May 13, 2026
Cerity Partners LLC History Reduced 19,721 863 0.0% 0.0% 58 -1,185 -5.67% Q1 2026 May 15, 2026
Ellsworth Advisors, LLC History New 18,848 825 0.16% 59 +18,848 New Q1 2026 Apr 16, 2026
PRUDENTIAL FINANCIAL INC History Reduced 18,471 808 0.0% 0.0% 60 -1,870 -9.19% Q1 2026 May 13, 2026
ALPS ADVISORS INC History Reduced 18,010 788 0.0% 0.0% 61 -1,875 -9.43% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Added to 17,982 787 0.0% 0.0% 62 +2,569 16.67% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 17,280 756 0.0% 0.0% 63 -184 -1.05% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 16,951 742 0.0% 0.0% 65 +1,030 6.47% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 16,953 742 0.0% 0.0% 64 -499 -2.86% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 17,490 722 0.0% 0.0% 66 0 0.0% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Reduced 15,656 685 0.01% 0.02% 67 -23,792 -60.31% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History New 14,132 618 0.0% 68 +14,132 New Q1 2026 May 15, 2026
EntryPoint Capital, LLC History No change 13,580 594 0.17% 0.22% 69 0 0.0% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 13,454 589 0.0% 0.0% 70 -1,030 -7.11% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 12,567 550 0.0% 71 +12,567 New Q1 2026 May 08, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 12,171 532 0.02% 0.02% 72 -48 -0.39% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,034 527 0.0% 0.0% 73 -626 -4.94% Q1 2026 May 01, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 11,995 525 0.0% 0.0% 74 -364 -2.95% Q1 2026 May 12, 2026
Rafferty Asset Management, LLC History Reduced 11,929 522 0.0% 0.0% 75 -2,557 -17.65% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 11,850 518 0.0% 76 +11,850 New Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 11,580 506 0.0% 77 +11,580 New Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History New 11,505 503 0.0% 78 +11,505 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 11,345 496 0.0% 0.0% 79 -23,728 -67.65% Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 11,075 484 0.01% 0.01% 80 +5,418 95.78% Q1 2026 May 15, 2026
R Squared Ltd History Reduced 10,937 478 0.26% 0.35% 81 -7,239 -39.83% Q1 2026 Apr 29, 2026
Brevan Howard Capital Management LP History New 10,514 460 0.0% 82 +10,514 New Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History New 10,456 458 0.0% 83 +10,456 New Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 10,433 456 0.0% 0.0% 84 -238 -2.23% Q1 2026 May 11, 2026
FIRST MANHATTAN CO. LLC. History Reduced 10,300 454 0.0% 0.0% 85 -949 -8.44% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 10,184 445 0.01% 86 +10,184 New Q1 2026 Apr 27, 2026
MetLife Investment Management, LLC History Reduced 9,774 427 0.0% 0.0% 87 -1,216 -11.06% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 9,652 422 0.0% 0.0% 88 -552 -5.41% Q1 2026 Apr 20, 2026
Illinois Municipal Retirement Fund History Reduced 9,635 421 0.01% 0.01% 89 -208 -2.11% Q1 2026 May 05, 2026
JANUS HENDERSON GROUP PLC History No change 8,572 374 0.0% 0.0% 90 0 0.0% Q1 2026 May 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 8,274 362 0.0% 0.0% 91 -385 -4.45% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 8,149 356 0.0% 0.0% 92 +934 12.95% Q1 2026 May 14, 2026
STRS OHIO History Reduced 8,000 350 0.0% 0.0% 93 -3,500 -30.43% Q1 2026 Apr 24, 2026
Louisiana State Employees Retirement System History Reduced 8,000 350 0.01% 0.01% 94 -400 -4.76% Q1 2026 Apr 20, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,916 346 0.0% 0.0% 95 -14,197 -64.2% Q1 2026 May 11, 2026
Odyssean, LLC History New 7,911 346 0.13% 96 +7,911 New Q1 2026 May 15, 2026
CWM, LLC History Reduced 7,729 338 0.0% 0.0% 97 -124 -1.58% Q1 2026 May 14, 2026
INCEPTIONR LLC History Added to 7,705 337 0.08% 0.07% 98 +1,776 29.95% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 7,680 336 0.0% 0.0% 99 -3,642 -32.17% Q1 2026 May 11, 2026
King Wealth Management Group History Added to 7,590 332 0.04% 0.04% 100 +5 0.07% Q1 2026 May 04, 2026
Vanguard Global Advisers, LLC History New 7,028 307 0.0% 101 +7,028 New Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 6,708 293 0.01% 0.01% 102 -526 -7.27% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,535 286 0.0% 0.0% 103 0 0.0% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 6,451 282 0.0% 104 +6,451 New Q1 2026 May 08, 2026
AlphaQuest LLC History No change 6,102 252 0.01% 0.01% 105 0 0.0% Q4 2025 Feb 09, 2026
TWO SIGMA SECURITIES, LLC History New 5,668 248 0.03% 106 +5,668 New Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 5,623 246 0.0% 0.0% 107 +585 11.61% Q1 2026 Apr 22, 2026
LPL Financial LLC History Reduced 5,574 244 0.0% 0.0% 108 -17,427 -75.77% Q1 2026 May 06, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 5,501 242 0.16% 0.14% 109 +463 9.19% Q1 2026 Apr 21, 2026
DUTCH ASSET Corp History Added to 5,500 240 0.16% 0.17% 110 +304 5.85% Q1 2026 May 08, 2026
Orion Porfolio Solutions, LLC History Reduced 5,353 234 0.0% 0.0% 111 -35 -0.65% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,315 232 0.0% 0.0% 112 0 0.0% Q1 2026 May 08, 2026
AMALGAMATED BANK History Reduced 5,212 228 0.0% 0.0% 113 -258 -4.72% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,165 226 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 29, 2026
Patriot Financial Group Insurance Agency, LLC History New 5,054 221 0.01% 116 +5,054 New Q1 2026 Apr 22, 2026
Arizona State Retirement System History Reduced 5,061 221 0.0% 0.0% 115 -162 -3.1% Q1 2026 May 01, 2026
Creative Planning History Reduced 4,927 215 0.0% 0.0% 117 -398 -7.47% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 4,891 214 0.0% 0.0% 118 -2,400 -32.92% Q1 2026 May 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 4,823 211 0.0% 0.0% 119 -116 -2.35% Q1 2026 Apr 24, 2026
Engineers Gate Manager LP History New 4,785 209 0.0% 121 +4,785 New Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 4,786 209 0.0% 0.0% 120 -685 -12.52% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 4,740 208 0.0% 0.0% 122 0 0.0% Q1 2026 May 04, 2026
MinichMacGregor Wealth Management, LLC History New 4,638 203 0.04% 123 +4,638 New Q1 2026 Apr 20, 2026
Teton Advisors, LLC History New 4,620 202 0.14% 124 +4,620 New Q1 2026 May 14, 2026
Graney & King, LLC History Added to 4,437 194 0.1% 0.11% 125 +32 0.73% Q1 2026 May 18, 2026
FIFTH THIRD BANCORP History Added to 4,414 193 0.0% 0.0% 126 +3,900 758.75% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History No change 4,357 190 0.0% 0.0% 127 0 0.0% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 4,231 185 0.0% 0.0% 128 -588 -12.2% Q1 2026 May 12, 2026
SG Americas Securities, LLC History Reduced 4,168 182 0.0% 0.0% 129 -3,632 -46.56% Q1 2026 Apr 16, 2026
KLP KAPITALFORVALTNING AS History No change 4,060 179 0.0% 0.0% 130 0 0.0% Q1 2026 Apr 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,074 178 0.0% 0.0% 131 -100 -2.4% Q1 2026 Apr 29, 2026
Eurizon Capital SGR S.p.A. History Added to 3,812 165 0.0% 0.0% 133 +96 2.58% Q1 2026 May 08, 2026
COMERICA BANK History No change 4,007 165 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 2,996 131 0.0% 0.0% 134 +692 30.03% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 2,823 124 0.0% 0.0% 135 -334 -10.58% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 2,703 118 0.01% 0.01% 136 +126 4.89% Q1 2026 Apr 06, 2026
Aster Capital Management (DIFC) Ltd History Added to 3,840 117 0.04% 137 +3,821 20110.53% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,565 112 0.0% 0.0% 138 0 0.0% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 1,555 68 0.0% 0.0% 139 0 0.0% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History No change 1,367 59 0.05% 0.0% 140 0 0.0% Q1 2026 May 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 1,301 57 0.0% 0.0% 141 -144 -9.97% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Added to 1,273 55 0.0% 0.0% 142 +12 0.95% Q1 2026 May 14, 2026
Versant Capital Management, Inc History No change 942 41 0.0% 0.0% 143 0 0.0% Q1 2026 Apr 06, 2026
EverSource Wealth Advisors, LLC History Added to 822 35 0.0% 0.0% 144 +51 6.61% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 800 33 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 06, 2026
Meramec Financial Planners, LLC History No change 712 33 0.01% 0.01% 146 0 0.0% Q1 2026 Apr 27, 2026
Sterling Capital Management LLC History Reduced 585 25 0.0% 0.0% 147 -498 -45.98% Q1 2026 Apr 22, 2026
MassMutual Private Wealth & Trust, FSB History Added to 554 24 0.0% 0.0% 148 +108 24.22% Q1 2026 Apr 13, 2026
Community Bank, N.A. History No change 500 21 0.0% 0.0% 149 0 0.0% Q1 2026 May 12, 2026
Steward Partners Investment Advisory, LLC History No change 406 17 0.0% 0.0% 150 0 0.0% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 385 16 0.0% 0.0% 151 +75 24.19% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 377 16 0.0% 0.0% 152 +7 1.89% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 336 15 0.0% 0.0% 153 0 0.0% Q1 2026 May 06, 2026
FNY Investment Advisers, LLC History No change 300 13 0.01% 0.0% 154 0 0.0% Q1 2026 Apr 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 281 12 0.0% 0.0% 155 +107 61.49% Q1 2026 Apr 28, 2026
MEEDER ASSET MANAGEMENT INC History No change 255 11 0.0% 0.0% 156 0 0.0% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History No change 260 11 0.0% 0.0% 157 0 0.0% Q1 2026 May 11, 2026
Essential Partners LLC History No change 261 11 0.0% 0.0% 158 0 0.0% Q1 2026 May 21, 2026
Farther Finance Advisors, LLC History Added to 246 10 0.0% 0.0% 159 +4 1.65% Q1 2026 Apr 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 174 7 0.0% 0.0% 161 +2 1.16% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History No change 170 7 0.0% 0.0% 160 0 0.0% Q1 2026 May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 152 6 0.0% 164 +152 New Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 153 6 0.0% 0.0% 162 0 0.0% Q1 2026 May 08, 2026
Larson Financial Group LLC History No change 155 6 0.0% 0.0% 163 0 0.0% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History No change 112 4 0.0% 0.0% 165 0 0.0% Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 69 3 0.0% 0.0% 167 -478 -87.39% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Added to 71 3 0.0% 0.0% 169 +33 86.84% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 71 3 0.0% 0.0% 166 -26 -26.8% Q1 2026 May 14, 2026
AdvisorNet Financial, Inc History No change 69 3 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 17, 2026
Costello Asset Management, INC History No change 78 3 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 30, 2026
Allworth Financial LP History Reduced 55 2 0.0% 0.0% 172 -446 -89.02% Q1 2026 May 14, 2026
Optiver Holding B.V. History Reduced 50 2 0.0% 0.0% 173 -4 -7.41% Q1 2026 Jun 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 66 2 0.0% 0.0% 171 0 0.0% Q1 2026 May 07, 2026
True Wealth Design, LLC History No change 54 2 0.0% 0.0% 174 0 0.0% Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History New 40 1 0.0% 179 +40 New Q1 2026 Apr 24, 2026
Quarry LP History New 38 1 0.0% 178 +38 New Q1 2026 May 15, 2026
IFP Advisors, Inc History No change 39 1 0.0% 0.0% 175 0 0.0% Q1 2026 Apr 13, 2026
Cedar Mountain Advisors, LLC History No change 33 1 0.0% 0.0% 176 0 0.0% Q1 2026 Apr 30, 2026
Ankerstar Wealth, LLC History No change 29 1 0.0% 0.0% 177 0 0.0% Q1 2026 May 13, 2026
Verition Fund Management LLC History Closed out 0 0 0.05% -303,586 -100.0% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Closed out 0 0 0.0% -27,348 -100.0% Q1 2026 Apr 27, 2026
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.02% -14,330 -100.0% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -12,010 -100.0% Q1 2026 May 07, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -11,442 -100.0% Q1 2026 May 08, 2026
Mariner, LLC History Closed out 0 0 0.0% -7,222 -100.0% Q1 2026 May 13, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -6,732 -100.0% Q1 2026 May 14, 2026
Weiss Asset Management LP History Closed out 0 0 0.0% -5,019 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -1,398 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,113 -100.0% Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Closed out 0 0 0.0% -890 -100.0% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Closed out 0 0 0.0% -329 -100.0% Q1 2026 Apr 07, 2026
Keating Financial Advisory Services, Inc. History New 15 0 +15 New Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History New 13 0 +13 New Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -7 -100.0% Q1 2026 Apr 28, 2026
MAI Capital Management History New 3 0 +3 New Q1 2026 May 15, 2026
CoreCap Advisors, LLC History New 3 0 +3 New Q1 2026 Apr 07, 2026
UMB Bank, n.a. History Added to 14 0 +2 16.67% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 11 0 -2 -15.38% Q1 2026 Apr 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 7 0 +1 16.67% Q1 2026 Apr 21, 2026
American Capital Advisory, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 29, 2026
CIBC Private Wealth Group LLC History No change 4 0 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History No change 19 0 0 0.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History No change 3 0 0 0.0% Q1 2026 Apr 27, 2026
Covestor Ltd History No change 9 0 0 0.0% Q1 2026 May 05, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q1 2026 Apr 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 5 0 0 0.0% Q1 2026 May 06, 2026