UPWORK, INC - UPWK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 14,989,217 297,086 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 18,856,122 206,663 0.0% 0.01% 2 -1,205,705 -6.01% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 17,435,463 191,094 0.02% 0.04% 3 -1,795,914 -9.34% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 7,774,348 85,206 0.0% 4 +7,774,348 New Q1 2026 May 08, 2026
LSV ASSET MANAGEMENT History Added to 6,792,528 74,446 0.16% 0.28% 5 +255,253 3.9% Q1 2026 May 11, 2026
Ancient Art, L.P. History Added to 5,959,909 65,320 14.24% 20.81% 6 +1,319,095 28.42% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 5,612,698 61,515 0.0% 7 +5,612,698 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 5,125,342 56,173 0.0% 0.0% 8 +234,445 4.79% Q1 2026 May 15, 2026
Capital International Investors History Added to 4,723,558 51,770 0.01% 0.01% 9 +1,434,698 43.62% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,715,616 40,719 0.01% 0.01% 10 +779,506 26.55% Q1 2026 May 07, 2026
Boston Partners History Added to 3,153,937 34,558 0.04% 0.06% 11 +221,102 7.54% Q1 2026 May 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,143,280 34,457 0.0% 0.0% 12 +59,276 1.92% Q1 2026 May 15, 2026
FMR LLC History Added to 3,070,271 33,650 0.0% 0.0% 13 +912,250 42.27% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 2,550,828 27,957 0.0% 0.01% 14 +354,234 16.13% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,040,320 22,361 0.03% 0.07% 15 -118,722 -5.5% Q1 2026 May 14, 2026
Invenomic Capital Management LP History Added to 1,914,501 20,982 0.96% 0.68% 16 +1,179,401 160.44% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 1,692,722 18,552 0.01% 0.01% 17 +796,027 88.77% Q1 2026 May 06, 2026
Portolan Capital Management, LLC History Added to 1,570,560 17,213 0.92% 0.76% 18 +850,916 118.24% Q1 2026 May 15, 2026
UBS Group AG History Added to 1,556,511 17,059 0.0% 0.0% 19 +1,124,975 260.69% Q1 2026 May 05, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 1,428,300 15,654 0.08% 0.04% 20 +1,153,570 419.89% Q1 2026 May 12, 2026
RICE HALL JAMES & ASSOCIATES, LLC History New 1,308,167 14,337 0.8% 21 +1,308,167 New Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 1,305,873 14,312 0.01% 0.01% 22 -95,845 -6.84% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,242,582 13,618 0.0% 0.0% 23 +21,042 1.72% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,232,479 13,507 0.0% 0.0% 24 +36,590 3.06% Q1 2026 May 15, 2026
Fiera Capital Corp History Reduced 1,232,253 13,505 0.05% 0.09% 25 -147,649 -10.7% Q1 2026 May 12, 2026
PEAK6 LLC History Added to 1,226,268 13,439 0.03% 0.02% 26 +773,470 170.82% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 1,185,695 12,995 0.0% 0.0% 27 -1,579,591 -57.12% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,097,681 12,030 0.01% 0.01% 28 +133,078 13.8% Q1 2026 May 04, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,035,421 11,348 0.0% 0.0% 29 +984,915 1950.1% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 928,710 10,178 0.0% 0.0% 30 -156,795 -14.44% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 896,882 9,829 0.0% 31 +896,882 New Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 871,228 9,548 0.0% 0.0% 32 -51,905 -5.62% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 812,527 8,905 0.0% 0.01% 33 -2,773,319 -77.34% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 424,256 8,408 0.0% 0.0% 34 +96,103 29.29% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 766,309 8,398 0.01% 0.02% 35 -75,492 -8.97% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Added to 726,780 7,965 0.02% 0.0% 36 +716,650 7074.53% Q1 2026 May 06, 2026
Bank of New York Mellon Corp History Reduced 725,276 7,949 0.0% 0.0% 37 -27,889 -3.7% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Added to 699,984 7,671 0.0% 0.0% 38 +275,259 64.81% Q1 2026 May 15, 2026
XTX Topco Ltd History New 564,496 6,186 0.11% 39 +564,496 New Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 553,373 6,064 0.02% 0.03% 40 +101,144 22.37% Q1 2026 May 13, 2026
Hillsdale Investment Management Inc. History No change 502,500 5,507 0.15% 0.27% 41 0 0.0% Q1 2026 May 04, 2026
AMERIPRISE FINANCIAL INC History Reduced 486,122 5,333 0.0% 0.0% 42 -149,739 -23.55% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 444,159 4,867 0.0% 0.0% 43 +280,633 171.61% Q1 2026 May 15, 2026
KESTREL INVESTMENT MANAGEMENT CORP History Reduced 433,000 4,745 2.83% 4.89% 44 -2,500 -0.57% Q1 2026 May 05, 2026
Financial Gravity Asset Management, Inc. History Added to 424,762 4,655 0.83% 1.53% 45 +23,097 5.75% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 410,827 4,342 0.0% 0.0% 46 +305,389 289.64% Q1 2026 May 13, 2026
SkyView Investment Advisors, LLC History Reduced 389,205 4,268 0.57% 0.98% 47 -3,259 -0.83% Q1 2026 May 14, 2026
Nuveen, LLC History Reduced 389,189 4,265 0.0% 0.01% 48 -1,382,939 -78.04% Q1 2026 Apr 30, 2026
Clearbridge Investments, LLC History Added to 387,912 4,251 0.0% 0.01% 49 +55,387 16.66% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 376,100 4,122 0.0% 0.0% 50 +308,679 457.84% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Added to 373,536 4,093 0.0% 0.0% 51 +98,756 35.94% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Reduced 369,339 4,047 0.0% 0.02% 52 -854,229 -69.81% Q1 2026 May 11, 2026
FIRST TRUST ADVISORS LP History Added to 364,344 3,993 0.0% 0.0% 53 +20,366 5.92% Q1 2026 May 13, 2026
Robeco Institutional Asset Management B.V. History Added to 359,391 3,938 0.01% 0.0% 54 +193,632 116.82% Q1 2026 Apr 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 358,553 3,929 0.0% 0.0% 55 -226,072 -38.67% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 351,286 3,850 0.0% 0.0% 56 +143,970 69.44% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 349,600 3,831 0.01% 0.02% 57 -132,068 -27.42% Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 335,000 3,671 0.01% 0.02% 58 -236,900 -41.42% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 334,047 3,661 0.0% 0.01% 59 +6,974 2.13% Q1 2026 May 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 328,582 3,601 0.01% 0.02% 60 -46,820 -12.47% Q1 2026 May 15, 2026
WINTON GROUP Ltd History New 318,267 3,488 0.12% 61 +318,267 New Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 317,542 3,480 0.02% 0.03% 62 0 0.0% Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 300,538 3,293 0.0% 0.0% 63 -32,346 -9.72% Q1 2026 May 08, 2026
Circumference Group LLC History Reduced 300,000 3,288 7.37% 8.22% 64 -85,000 -22.08% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 295,595 3,239 0.0% 0.01% 65 -7,600 -2.51% Q1 2026 May 06, 2026
ALGERT GLOBAL LLC History Added to 274,890 3,013 0.05% 0.07% 66 +40,280 17.17% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 269,400 2,952 0.0% 0.0% 67 +81,700 43.53% Q1 2026 May 12, 2026
NATIXIS History New 258,400 2,832 0.01% 68 +258,400 New Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 256,385 2,809 0.0% 0.0% 69 +18,435 7.75% Q1 2026 May 13, 2026
OneDigital Investment Advisors LLC History Reduced 255,091 2,795 0.03% 0.05% 70 -2,825 -1.1% Q1 2026 May 08, 2026
Swiss National Bank History Reduced 245,600 2,691 0.0% 0.0% 71 -2,800 -1.13% Q1 2026 May 07, 2026
IMC-Chicago, LLC History Reduced 239,600 2,626 0.0% 0.0% 72 -51,261 -17.62% Q1 2026 May 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 230,830 2,529 0.0% 0.0% 73 -83,364 -26.53% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 221,608 2,428 0.0% 0.0% 74 +66,936 43.28% Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 216,730 2,375 0.0% 0.0% 75 +182,530 533.71% Q1 2026 May 15, 2026
Man Group plc History Added to 215,421 2,361 0.0% 0.0% 76 +69,583 47.71% Q1 2026 May 15, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Added to 210,000 2,301 0.5% 0.2% 77 +168,000 400.0% Q1 2026 May 11, 2026
Caption Management, LLC History Added to 208,000 2,279 0.01% 0.03% 78 +14,174 7.31% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 210,660 2,258 0.0% 0.0% 79 -10,852 -4.9% Q1 2026 May 13, 2026
Gotham Asset Management, LLC History Added to 198,680 2,177 0.01% 0.01% 80 +36,164 22.25% Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 192,084 2,105 0.01% 0.06% 81 +20,331 11.84% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 191,922 2,103 0.0% 0.01% 82 -110,548 -36.55% Q1 2026 May 11, 2026
ARDSLEY ADVISORY PARTNERS LP History New 190,000 2,082 0.27% 83 +190,000 New Q1 2026 May 15, 2026
Penserra Capital Management LLC History Reduced 186,677 2,045 0.02% 0.05% 84 -21,834 -10.47% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Reduced 178,706 1,959 0.0% 0.0% 85 -1,473 -0.82% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 167,666 1,837 0.07% 86 +167,666 New Q1 2026 May 15, 2026
State of Wyoming History Added to 162,856 1,784 0.21% 0.32% 87 +15,915 10.83% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 156,565 1,715 0.0% 0.0% 88 -274,641 -63.69% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 156,295 1,712 0.0% 0.0% 89 -87,096 -35.78% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 156,213 1,712 0.0% 0.0% 90 +37,048 31.09% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Added to 155,811 1,707 0.03% 0.02% 91 +88,071 130.01% Q1 2026 May 11, 2026
Engineers Gate Manager LP History Added to 153,900 1,686 0.02% 0.02% 92 +70,507 84.55% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 150,530 1,649 0.0% 0.0% 93 +28,400 23.25% Q1 2026 May 13, 2026
J. Goldman & Co LP History Reduced 150,000 1,644 0.05% 0.6% 94 -991,259 -86.86% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Added to 148,664 1,629 0.01% 0.0% 95 +138,581 1374.4% Q1 2026 May 05, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 141,771 1,553 0.01% 0.01% 96 +100,368 242.42% Q1 2026 May 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 138,204 1,514 0.24% 0.41% 97 +2,568 1.89% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 133,710 1,465 0.0% 98 +133,710 New Q1 2026 May 14, 2026
G2 Investment Partners Management LLC History New 120,000 1,315 0.32% 99 +120,000 New Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 122,948 1,299 0.0% 0.0% 100 -167,895 -57.73% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 118,600 1,299 0.0% 0.0% 101 +697 0.59% Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 117,579 1,288 0.01% 0.02% 102 -3,131 -2.59% Q1 2026 May 04, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 115,380 1,264 0.01% 0.01% 103 +57,760 100.24% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 112,265 1,230 0.0% 104 +112,265 New Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 111,735 1,224 0.0% 0.0% 105 +13,354 13.57% Q1 2026 May 04, 2026
CANADA LIFE ASSURANCE Co History Added to 107,587 1,179 0.0% 0.0% 106 +108 0.1% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 107,562 1,178 0.0% 0.0% 107 +37,986 54.6% Q1 2026 May 12, 2026
State of Alaska, Department of Revenue History Added to 105,750 1,158 0.01% 0.02% 108 +492 0.47% Q1 2026 Apr 20, 2026
CITIGROUP INC History Added to 101,850 1,116 0.0% 0.0% 109 +16,753 19.69% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Added to 101,016 1,107 0.0% 0.0% 110 +72,606 255.56% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 99,230 1,087 0.03% 0.05% 111 0 0.0% Q1 2026 Apr 29, 2026
CDC Financial, Inc. History Added to 94,000 1,030 0.66% 0.44% 112 +47,000 100.0% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 51,680 1,024 0.06% 0.06% 113 0 0.0% Q4 2025 Feb 09, 2026
LPL Financial LLC History Added to 91,350 1,001 0.0% 0.0% 114 +2,436 2.74% Q1 2026 May 06, 2026
SEI INVESTMENTS CO History Reduced 91,235 999 0.0% 0.0% 115 -10,289 -10.13% Q1 2026 May 13, 2026
Integrated Quantitative Investments LLC History Added to 88,216 966 0.18% 0.2% 116 +41,850 90.26% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 87,208 956 0.0% 0.0% 117 -16,975 -16.29% Q1 2026 May 01, 2026
AlphaCore Capital LLC History Added to 76,544 838 0.02% 0.01% 118 +46,956 158.7% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History New 75,596 828 0.0% 119 +75,596 New Q1 2026 May 06, 2026
State of Tennessee, Department of Treasury History Added to 74,994 821 0.0% 0.0% 120 +18,407 32.53% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Added to 72,163 790 0.01% 0.02% 121 +2,836 4.09% Q1 2026 May 05, 2026
Y-Intercept (Hong Kong) Ltd History New 70,446 772 0.01% 122 +70,446 New Q1 2026 Apr 27, 2026
Walleye Capital LLC History Reduced 70,010 767 0.0% 0.01% 123 -15,347 -17.98% Q1 2026 May 13, 2026
Aviance Capital Partners, LLC History Added to 69,732 764 0.09% 0.11% 124 +23,238 49.98% Q1 2026 May 06, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 68,872 755 0.0% 0.0% 125 -4,415 -6.02% Q1 2026 Apr 27, 2026
Cerity Partners LLC History Reduced 68,710 753 0.0% 0.0% 126 -12,219 -15.1% Q1 2026 May 15, 2026
Amundi History Added to 67,552 740 0.0% 0.0% 127 +17,734 35.6% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 66,301 726 0.01% 128 +66,301 New Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 65,949 722 0.0% 0.01% 129 -4,191 -5.98% Q1 2026 May 14, 2026
Ares Systematic Credit Ltd History Added to 66,651 704 0.56% 0.6% 130 +29,223 78.08% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 62,582 685 0.0% 0.0% 131 +50,780 430.27% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 62,402 683 0.04% 132 +62,402 New Q1 2026 May 15, 2026
MANGROVE PARTNERS IM, LLC History Added to 61,603 675 0.05% 0.02% 134 +47,744 344.5% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 61,675 675 0.01% 0.01% 133 +26,577 75.72% Q1 2026 May 15, 2026
Main Management ETF Advisors, LLC History New 61,464 674 0.03% 135 +61,464 New Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 61,423 673 0.0% 0.0% 136 +14,723 31.53% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 61,286 672 0.05% 0.05% 137 +26,091 74.13% Q1 2026 Apr 28, 2026
JANUS HENDERSON GROUP PLC History Reduced 59,070 647 0.0% 0.0% 138 -389,330 -86.83% Q1 2026 May 18, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 59,025 646 0.0% 0.01% 139 -114,618 -66.01% Q1 2026 May 13, 2026
COMERICA BANK History No change 32,444 643 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 29, 2026
OXFORD ASSET MANAGEMENT LLP History New 58,040 636 0.27% 141 +58,040 New Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 58,000 635 0.0% 0.0% 142 +31,000 114.81% Q1 2026 Apr 29, 2026
Louisiana State Employees Retirement System History Reduced 57,900 634 0.01% 0.02% 143 -2,000 -3.34% Q1 2026 Apr 20, 2026
Legato Capital Management LLC History Added to 57,814 633 0.06% 0.08% 144 +13,746 31.19% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 57,730 632 0.0% 0.0% 145 +578 1.01% Q1 2026 May 15, 2026
First Pacific Advisors, LP History No change 57,081 625 0.01% 0.01% 146 0 0.0% Q1 2026 May 13, 2026
BAILARD, INC. History No change 56,072 614 0.01% 0.02% 147 0 0.0% Q1 2026 May 11, 2026
Smith Group Asset Management, LLC History Added to 52,661 577 0.03% 0.04% 148 +13,688 35.12% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 51,749 567 0.0% 0.0% 149 -6,213 -10.72% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 51,706 566 0.0% 150 +51,706 New Q1 2026 May 08, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 50,488 553 0.05% 0.05% 151 +25,117 99.0% Q1 2026 May 12, 2026
Grandeur Peak Global Advisors, LLC History Reduced 50,134 549 0.13% 1.23% 152 -412,199 -89.16% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 48,486 531 0.0% 0.0% 153 +28,058 137.35% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History New 45,293 496 0.02% 154 +45,293 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 44,548 488 0.0% 0.0% 155 -26,711 -37.48% Q1 2026 May 14, 2026
Creative Planning History Reduced 44,094 483 0.0% 0.0% 156 -7,605 -14.71% Q1 2026 May 12, 2026
INCEPTIONR LLC History New 43,932 481 0.12% 157 +43,932 New Q1 2026 May 14, 2026
O'Brien Wealth Partners LLC History No change 23,571 467 0.06% 0.06% 158 0 0.0% Q4 2025 Jan 22, 2026
STRAIGHTLINE GROUP LLC History Added to 42,521 466 0.23% 0.47% 159 +3,299 8.41% Q1 2026 May 12, 2026
ALPS ADVISORS INC History Added to 40,563 444 0.0% 0.0% 160 +13,286 48.71% Q1 2026 May 08, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 40,251 441 0.0% 0.0% 161 +6,416 18.96% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 38,825 425 0.0% 0.0% 162 -107,209 -73.41% Q1 2026 May 08, 2026
Allspring Global Investments Holdings, LLC History Added to 37,679 421 0.0% 0.0% 163 +3,836 11.33% Q1 2026 May 05, 2026
HSBC HOLDINGS PLC History Added to 38,700 419 0.0% 0.0% 164 +7,529 24.15% Q1 2026 Apr 30, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 38,118 417 0.0% 0.0% 165 0 0.0% Q1 2026 May 08, 2026
AMALGAMATED BANK History Reduced 37,378 410 0.0% 0.01% 166 -364 -0.96% Q1 2026 May 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 34,974 383 0.0% 0.01% 167 -363 -1.03% Q1 2026 Apr 24, 2026
TUDOR INVESTMENT CORP ET AL History Added to 34,700 380 0.0% 0.0% 168 +21,100 155.15% Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 34,631 379 0.02% 0.0% 169 +29,857 625.41% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 34,468 378 0.0% 0.0% 170 -127,788 -78.76% Q1 2026 Apr 16, 2026
Arizona State Retirement System History Reduced 34,094 373 0.0% 0.0% 171 -862 -2.47% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,058 373 0.0% 0.01% 172 0 0.0% Q1 2026 Apr 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 33,453 366 0.0% 0.0% 173 +10,780 47.55% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 33,192 363 0.0% 0.0% 174 -3,563 -9.69% Q1 2026 May 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 32,310 354 0.0% 0.0% 175 -36 -0.11% Q1 2026 May 01, 2026
Handelsbanken Fonder AB History No change 32,200 353 0.0% 0.0% 176 0 0.0% Q1 2026 Apr 28, 2026
ASSETMARK, INC History Reduced 31,639 346 0.0% 0.0% 177 -6,134 -16.24% Q1 2026 May 06, 2026
Quadrature Capital Ltd History New 31,145 341 0.0% 178 +31,145 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 30,766 337 0.0% 179 +30,766 New Q1 2026 May 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 29,890 327 0.0% 0.01% 180 -36 -0.12% Q1 2026 Apr 29, 2026
Synergy Financial Group, LTD History Reduced 29,804 326 0.24% 0.43% 181 -855 -2.79% Q1 2026 May 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 29,596 324 0.0% 0.0% 182 +7,389 33.27% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 29,427 322 0.0% 0.0% 183 +29,303 23631.45% Q1 2026 May 01, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 28,732 314 0.0% 184 +28,732 New Q1 2026 May 15, 2026
New Vernon Capital Holdings II LLC History New 27,778 304 0.22% 185 +27,778 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 26,907 294 0.0% 0.0% 186 -885,933 -97.05% Q1 2026 May 14, 2026
Abacus Wealth Partners, LLC History Reduced 26,209 287 0.03% 0.05% 187 -1,136 -4.15% Q1 2026 Apr 24, 2026
SIMPLEX TRADING, LLC History Reduced 25,600 280 0.0% 0.0% 188 -100,697 -79.73% Q1 2026 May 14, 2026
Leonteq Securities AG History Added to 24,915 273 0.01% 0.01% 189 +15,905 176.53% Q1 2026 Apr 27, 2026
Capula Management Ltd History Reduced 24,937 273 0.0% 0.0% 190 -4,172 -14.33% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 24,088 263 0.0% 0.0% 191 -33,985 -58.52% Q1 2026 May 15, 2026
Brooklyn Investment Group History New 23,247 254 0.01% 192 +23,247 New Q1 2026 Apr 29, 2026
Focus Partners Wealth History Reduced 23,151 253 0.0% 0.0% 193 -2,880 -11.06% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 22,300 244 0.0% 0.0% 194 +9,500 74.22% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 22,174 243 0.03% 196 +22,174 New Q1 2026 May 13, 2026
Swiss Life Asset Management Ltd History Added to 22,246 243 0.0% 0.0% 195 +7,514 51.0% Q1 2026 May 14, 2026
TWO SIGMA SECURITIES, LLC History New 21,365 234 0.03% 197 +21,365 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 20,641 226 0.0% 0.0% 198 0 0.0% Q1 2026 Apr 22, 2026
Orion Porfolio Solutions, LLC History Reduced 20,489 224 0.0% 0.0% 199 -11,869 -36.68% Q1 2026 May 13, 2026
ProShare Advisors LLC History Reduced 19,229 210 0.0% 0.0% 200 -4,786 -19.93% Q1 2026 Apr 24, 2026
Maryland State Retirement & Pension System History No change 19,057 208 0.0% 0.01% 201 0 0.0% Q1 2026 May 04, 2026
Cornerstone Investment Partners, LLC History Added to 18,765 205 0.01% 0.01% 202 +4,303 29.75% Q1 2026 May 08, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 18,638 204 0.01% 0.02% 203 +322 1.76% Q1 2026 Apr 16, 2026
Virtu Financial LLC History New 18,418 202 0.01% 205 +18,418 New Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 18,504 202 0.0% 0.0% 204 +1,826 10.95% Q1 2026 May 13, 2026
Headlands Technologies LLC History New 18,205 199 0.02% 206 +18,205 New Q1 2026 May 13, 2026
Dynamic Technology Lab Private Ltd History New 17,405 190 0.03% 207 +17,405 New Q1 2026 May 15, 2026
Balboa Wealth Partners History New 16,739 183 0.03% 208 +16,739 New Q1 2026 Apr 16, 2026
TRUIST FINANCIAL CORP History New 16,233 177 0.0% 209 +16,233 New Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History Added to 15,590 170 0.03% 210 +15,576 111257.14% Q1 2026 May 11, 2026
HighTower Advisors, LLC History New 15,004 164 0.0% 212 +15,004 New Q1 2026 May 05, 2026
BLAIR WILLIAM & CO/IL History Added to 15,025 164 0.0% 0.0% 211 +4,995 49.8% Q1 2026 May 08, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 14,952 163 0.0% 0.0% 213 +19 0.13% Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 14,552 159 0.0% 0.0% 214 -147 -1.0% Q1 2026 May 08, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 14,493 158 0.0% 0.0% 215 -45,326 -75.77% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 14,368 157 0.0% 0.01% 216 -7,815 -35.23% Q1 2026 Apr 22, 2026
Verition Fund Management LLC History Reduced 14,225 155 0.0% 0.01% 217 -84,766 -85.63% Q1 2026 May 15, 2026
MINDSET WEALTH MANAGEMENT, LLC History Reduced 13,604 149 0.04% 0.07% 218 -304 -2.19% Q1 2026 Apr 22, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 13,354 146 0.0% 0.0% 219 0 0.0% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 13,115 143 0.0% 0.0% 220 -48,788 -78.81% Q1 2026 Apr 30, 2026
Bayesian Capital Management, LP History New 12,600 138 0.17% 221 +12,600 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History New 12,478 136 0.0% 222 +12,478 New Q1 2026 May 13, 2026
Maridea Wealth Management LLC History Added to 11,621 127 0.02% 0.03% 223 +1,152 11.0% Q1 2026 Apr 21, 2026
XPONANCE LLC History New 11,353 124 0.0% 224 +11,353 New Q1 2026 May 13, 2026
Ground Swell Capital, LLC History New 10,618 116 0.23% 225 +10,618 New Q1 2026 Apr 21, 2026
Tower Research Capital LLC (TRC) History Added to 10,456 114 0.0% 0.0% 226 +4,018 62.41% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 10,282 112 0.0% 0.01% 227 0 0.0% Q1 2026 May 13, 2026
Snowden Capital Advisors LLC History Reduced 10,156 111 0.0% 0.01% 228 -165 -1.6% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 8,959 98 0.0% 0.01% 229 +956 11.95% Q1 2026 May 15, 2026
Leo H. Evart, Inc. History New 8,174 89 0.08% 230 +8,174 New Q1 2026 May 13, 2026
CWM, LLC History Reduced 7,975 87 0.0% 0.0% 231 -12,451 -60.96% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Added to 7,989 87 0.0% 0.0% 232 +4,203 111.01% Q1 2026 Apr 27, 2026
Parkside Financial Bank & Trust History Added to 7,657 83 0.01% 0.01% 233 +2,028 36.03% Q1 2026 May 13, 2026
EMC Capital Management History No change 2,843 56 0.02% 0.02% 234 0 0.0% Q4 2025 Mar 09, 2026
Vestcor Inc History New 4,913 54 0.0% 236 +4,913 New Q1 2026 May 12, 2026
Covestor Ltd History Added to 4,910 54 0.04% 0.01% 235 +4,395 853.4% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 4,525 49 0.0% 0.0% 237 -2,815 -38.35% Q1 2026 May 15, 2026
KBC Group NV History No change 4,424 48 0.0% 0.0% 238 0 0.0% Q1 2026 May 07, 2026
IFP Advisors, Inc History Reduced 4,293 47 0.0% 0.0% 239 -104 -2.37% Q1 2026 Apr 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,901 42 0.0% 0.0% 240 -202 -4.92% Q1 2026 May 08, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 3,666 40 0.01% 0.02% 241 -24 -0.65% Q1 2026 Apr 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,177 34 0.0% 0.0% 242 +2,437 329.32% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 3,183 34 0.0% 0.0% 243 +1,343 72.99% Q1 2026 Apr 06, 2026
LRI Investments, LLC History Added to 2,995 32 0.0% 0.0% 244 +467 18.47% Q1 2026 Apr 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,833 31 0.0% 0.01% 245 +374 15.21% Q1 2026 May 11, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 2,284 25 0.02% 0.04% 246 -1,067 -31.84% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,131 23 0.0% 0.0% 247 +25 1.19% Q1 2026 May 01, 2026
Bayforest Capital Ltd History New 2,037 22 0.02% 248 +2,037 New Q1 2026 Apr 15, 2026
Parallel Advisors, LLC History Added to 1,966 21 0.0% 0.0% 249 +352 21.81% Q1 2026 May 07, 2026
Truvestments Capital LLC History New 1,904 20 0.0% 251 +1,904 New Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,883 20 0.0% 0.0% 250 +76 4.21% Q1 2026 Apr 30, 2026
SUMMIT SECURITIES GROUP LLC History Added to 1,458 15 0.0% 0.0% 252 +557 61.82% Q1 2026 Apr 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,289 14 0.0% 0.0% 253 +1,012 365.34% Q1 2026 May 01, 2026
Bell Investment Advisors, Inc History No change 1,264 13 0.0% 0.0% 254 0 0.0% Q1 2026 Apr 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,117 12 0.0% 0.0% 255 -104 -8.52% Q1 2026 May 13, 2026
Versant Capital Management, Inc History Added to 1,093 11 0.0% 0.0% 256 +383 53.94% Q1 2026 Apr 06, 2026
Farther Finance Advisors, LLC History Reduced 961 10 0.0% 0.0% 257 -400 -29.39% Q1 2026 Apr 07, 2026
Essential Partners LLC History Added to 994 10 0.0% 0.0% 258 +339 51.76% Q1 2026 May 21, 2026
Kilter Group LLC History New 770 8 0.0% 260 +770 New Q1 2026 May 14, 2026
BESSEMER GROUP INC History Reduced 770 8 0.0% 0.0% 259 -167 -17.82% Q1 2026 May 06, 2026
SIGNATUREFD, LLC History Reduced 699 7 0.0% 0.0% 261 -89 -11.29% Q1 2026 Apr 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 511 5 0.0% 0.0% 262 -46,290 -98.91% Q1 2026 May 08, 2026
Allworth Financial LP History Reduced 476 5 0.0% 0.0% 263 -158 -24.92% Q1 2026 May 14, 2026
Triumph Capital Management History No change 500 5 0.0% 0.0% 264 0 0.0% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Reduced 393 4 0.0% 0.0% 265 -474 -54.67% Q1 2026 May 15, 2026
PRIVATE TRUST CO NA History Added to 333 3 0.0% 0.0% 266 +75 29.07% Q1 2026 Apr 30, 2026
Steward Partners Investment Advisory, LLC History No change 295 3 0.0% 0.0% 267 0 0.0% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History No change 342 3 0.0% 0.0% 268 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 265 2 0.0% 0.0% 273 -1,616 -85.91% Q1 2026 May 14, 2026
Salomon & Ludwin, LLC History Reduced 249 2 0.0% 0.0% 274 -635 -71.83% Q1 2026 May 11, 2026
UMB Bank, n.a. History Reduced 250 2 0.0% 0.0% 270 -265 -51.46% Q1 2026 May 11, 2026
Advisory Services Network, LLC History New 240 2 0.0% 276 +240 New Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 210 2 0.0% 0.0% 271 +70 50.0% Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History No change 200 2 0.0% 0.0% 269 0 0.0% Q1 2026 May 15, 2026
Larson Financial Group LLC History No change 200 2 0.0% 0.0% 272 0 0.0% Q1 2026 May 15, 2026
Ares Financial Consulting, LLC History No change 181 2 0.0% 0.0% 275 0 0.0% Q1 2026 Apr 02, 2026
MAI Capital Management History Reduced 174 1 0.0% 0.0% 279 -219 -55.73% Q1 2026 May 15, 2026
Rossby Financial, LCC History New 154 1 0.0% 290 +154 New Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 163 1 0.0% 0.0% 278 -128 -43.99% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History New 100 1 0.0% 287 +100 New Q1 2026 Apr 30, 2026
Cassaday & Co Wealth Management LLC History New 100 1 0.0% 289 +100 New Q1 2026 May 07, 2026
Pacific Center for Financial Services History New 96 1 0.0% 288 +96 New Q1 2026 May 12, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 156 1 0.0% 0.0% 281 +85 119.72% Q1 2026 Apr 28, 2026
True Wealth Design, LLC History Reduced 136 1 0.0% 0.0% 283 -81 -37.33% Q1 2026 Apr 13, 2026
Private Wealth Management Group, LLC History Reduced 149 1 0.0% 0.0% 284 -9 -5.7% Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 169 1 0.0% 0.0% 277 0 0.0% Q1 2026 May 14, 2026
EASTERN BANK History No change 100 1 0.0% 0.0% 280 0 0.0% Q1 2026 Apr 07, 2026
Global Retirement Partners, LLC History No change 86 1 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 06, 2026
Motiv8 Investments LLC History No change 72 1 0.0% 0.0% 285 0 0.0% Q4 2025 Feb 13, 2026
Medallion Wealth Advisors, LLC History No change 99 1 0.0% 0.0% 286 0 0.0% Q1 2026 Apr 24, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.83% -2,025,000 -100.0% Q1 2026 May 15, 2026
BAILLIE GIFFORD & CO History Closed out 0 0 0.02% -1,030,754 -100.0% Q1 2026 May 08, 2026
Bridgewater Associates, LP History Closed out 0 0 0.04% -541,073 -100.0% Q1 2026 May 15, 2026
DANSKE BANK A/S History Closed out 0 0 0.01% -301,573 -100.0% Q1 2026 May 12, 2026
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.82% -269,640 -100.0% Q1 2026 May 13, 2026
BURNEY CO/ History Closed out 0 0 0.1% -168,627 -100.0% Q1 2026 Apr 29, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 0.03% -114,741 -100.0% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.01% -109,717 -100.0% Q1 2026 May 14, 2026
Inspire Investing, LLC History Closed out 0 0 0.11% -61,758 -100.0% Q1 2026 Apr 23, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -50,797 -100.0% Q1 2026 May 14, 2026