Vista Energy, S.A.B. de C.V. - VIST

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
Al Mehwar Commercial Investments LLC History No change 12,822,581 623,946 100.0% 100.0% 1 0 0.0% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 4,877,536 373,375 0.02% 0.01% 2 +1,243,276 34.21% Q1 2026 May 13, 2026
Capital Research Global Investors History Added to 4,706,897 355,229 0.06% 0.03% 3 +1,371,082 41.1% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 4,186,042 315,923 0.04% 0.02% 4 +196,259 4.92% Q1 2026 May 15, 2026
Capital World Investors History Added to 2,500,977 188,748 0.03% 0.02% 5 +21,372 0.86% Q1 2026 May 13, 2026
Abu Dhabi Investment Council Co P.J.S.C History New 2,444,627 184,496 18.93% 6 +2,444,627 New Q1 2026 May 15, 2026
Ninety One UK Ltd History Added to 1,934,577 146,002 0.34% 0.13% 7 +696,707 56.28% Q1 2026 Apr 24, 2026
FIL Ltd History New 1,911,418 144,254 0.11% 8 +1,911,418 New Q1 2026 May 15, 2026
BAILLIE GIFFORD & CO History New 1,567,692 118,313 0.12% 9 +1,567,692 New Q1 2026 May 08, 2026
LAZARD ASSET MANAGEMENT LLC History New 1,359,618 102,610 0.17% 10 +1,359,618 New Q1 2026 May 15, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 1,251,586 94,457 0.69% 0.24% 11 +527,576 72.87% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 1,227,761 92,659 0.01% 0.0% 12 +174,986 16.62% Q1 2026 May 15, 2026
Route One Investment Company, L.P. History Added to 1,216,700 91,824 3.91% 1.85% 13 +192,500 18.8% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,081,832 81,645 0.01% 0.0% 14 +317,732 41.58% Q1 2026 May 15, 2026
TT International Asset Management LTD History Added to 982,929 74,181 8.1% 0.22% 15 +955,746 3515.97% Q1 2026 Apr 24, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 949,208 71,636 0.18% 0.11% 16 +79,300 9.12% Q1 2026 May 14, 2026
Cape Ann Asset Management Ltd History Added to 931,842 70,326 15.97% 9.13% 17 +241,942 35.07% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 928,394 70,065 0.01% 0.0% 18 +827,997 824.72% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 914,323 69,003 0.01% 0.0% 19 +668,539 272.0% Q1 2026 May 12, 2026
Vontobel Holding Ltd. History Reduced 909,639 68,650 0.24% 0.15% 20 -80,164 -8.1% Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Added to 836,228 63,110 0.01% 0.0% 21 +173,263 26.13% Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History Added to 826,830 62,400 0.1% 0.04% 22 +282,480 51.89% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 826,363 62,365 0.08% 0.06% 23 +33,072 4.17% Q1 2026 May 15, 2026
Gemsstock Ltd. History Added to 670,275 50,585 5.33% 3.76% 24 +57,258 9.34% Q1 2026 May 14, 2026
Ninety One North America, Inc. History Added to 615,315 46,437 2.08% 0.95% 25 +131,485 27.18% Q1 2026 Apr 24, 2026
RWC Asset Management LLP History Reduced 600,300 45,304 1.89% 1.78% 26 -145,832 -19.55% Q1 2026 Apr 27, 2026
MARSHALL WACE, LLP History New 581,811 43,909 0.04% 27 +581,811 New Q1 2026 May 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 556,283 42,017 0.14% 28 +556,283 New Q1 2026 May 08, 2026
Encompass Capital Advisors LLC History Reduced 543,551 41,021 1.23% 1.18% 29 -51,295 -8.62% Q1 2026 May 15, 2026
Ruffer LLP History Added to 532,920 40,333 1.65% 0.88% 30 +138,410 35.08% Q1 2026 May 13, 2026
BAMCO INC /NY/ History New 530,237 40,016 0.12% 31 +530,237 New Q1 2026 May 15, 2026
NS Partners Ltd History New 461,370 34,819 1.56% 32 +461,370 New Q1 2026 May 11, 2026
CI INVESTMENTS INC. History Added to 456,186 34,428 0.17% 0.06% 33 +166,230 57.33% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 398,916 30,106 0.01% 0.0% 34 +190,503 91.41% Q1 2026 May 15, 2026
Walleye Capital LLC History New 381,645 28,802 0.12% 35 +381,645 New Q1 2026 May 13, 2026
VR Advisory Services Ltd History No change 368,652 27,822 3.29% 2.84% 36 0 0.0% Q1 2026 May 15, 2026
UBS Group AG History Added to 344,928 26,031 0.0% 0.0% 37 +21,306 6.58% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Reduced 339,517 25,623 0.0% 0.01% 38 -379,075 -52.75% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History New 326,419 24,634 0.01% 39 +326,419 New Q1 2026 May 15, 2026
PEAK6 LLC History New 306,700 23,146 0.05% 40 +306,700 New Q1 2026 May 13, 2026
Man Group plc History New 304,375 22,971 0.04% 41 +304,375 New Q1 2026 May 15, 2026
Equinox Partners Investment Management LLC History Added to 301,667 22,766 9.28% 3.82% 42 +151,300 100.62% Q1 2026 Apr 24, 2026
Zeno Equity Partners LLP History New 290,321 21,910 8.89% 43 +290,321 New Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 283,626 21,711 0.05% 0.03% 44 -61,464 -17.81% Q1 2026 May 07, 2026
Candriam S.C.A. History New 275,600 20,799 0.11% 45 +275,600 New Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 271,443 20,485 0.01% 0.0% 46 +174,970 181.37% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Added to 259,794 19,622 0.01% 0.0% 47 +246,707 1885.13% Q1 2026 Apr 30, 2026
Sagil Capital LLP History New 250,000 18,867 7.18% 48 +250,000 New Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 249,698 18,844 0.02% 0.01% 49 +20,719 9.05% Q1 2026 May 08, 2026
WEXFORD CAPITAL LP History New 240,104 18,120 2.63% 50 +240,104 New Q1 2026 May 15, 2026
Fourth Sail Capital LP History New 240,000 18,112 2.98% 51 +240,000 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History New 238,853 18,026 0.01% 52 +238,853 New Q1 2026 May 15, 2026
APIS CAPITAL ADVISORS, LLC History New 230,000 17,358 2.68% 53 +230,000 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 225,345 17,006 0.02% 0.01% 54 +76,035 50.92% Q1 2026 Apr 22, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 221,908 16,747 0.01% 0.01% 55 -27,211 -10.92% Q1 2026 May 15, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History New 220,918 16,672 0.2% 56 +220,918 New Q1 2026 May 14, 2026
Fundamenta Capital S.A. History New 209,000 15,773 13.55% 57 +209,000 New Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 204,230 15,431 0.0% 0.0% 58 +10,352 5.34% Q1 2026 May 07, 2026
DnB Asset Management AS History Reduced 191,106 14,422 0.05% 0.03% 59 -6,268 -3.18% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 183,715 13,864 0.01% 0.01% 60 +56,314 44.2% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 178,936 13,504 0.0% 0.0% 61 +12,277 7.37% Q1 2026 May 15, 2026
Ashoka WhiteOak Capital Pte Ltd History New 158,785 11,983 4.55% 62 +158,785 New Q1 2026 Apr 20, 2026
Burkehill Global Management, LP History New 150,000 11,320 0.56% 63 +150,000 New Q1 2026 May 15, 2026
SEVEN GRAND MANAGERS, LLC History New 150,000 11,320 0.76% 64 +150,000 New Q1 2026 May 06, 2026
Jump Financial, LLC History Added to 148,240 11,187 0.15% 0.05% 65 +66,009 80.27% Q1 2026 May 14, 2026
Duquesne Family Office LLC History New 134,700 10,166 0.3% 66 +134,700 New Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 132,427 9,994 0.29% 67 +132,427 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 131,088 9,893 0.0% 0.0% 68 -370 -0.28% Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Added to 127,800 9,645 0.0% 0.0% 69 +113,628 801.78% Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Added to 126,417 9,540 0.01% 0.0% 70 +118,287 1454.94% Q1 2026 May 12, 2026
GeoSphere Capital Management, LLC History New 125,000 9,433 4.12% 71 +125,000 New Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 121,902 9,199 0.02% 0.01% 72 +24,029 24.55% Q1 2026 May 13, 2026
IMC-Chicago, LLC History Added to 121,600 9,177 0.0% 0.0% 73 +61,600 102.67% Q1 2026 May 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 115,424 8,711 0.02% 0.0% 74 +84,114 268.65% Q1 2026 May 15, 2026
BW Gestao de Investimentos Ltda. History Added to 105,222 7,941 0.26% 0.05% 75 +60,722 136.45% Q1 2026 Apr 28, 2026
Sagefield Capital LP History New 90,327 6,816 0.49% 76 +90,327 New Q1 2026 May 15, 2026
LMR Partners LLP History Added to 87,700 6,618 0.01% 0.0% 77 +34,700 65.47% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 87,396 6,595 0.0% 78 +87,396 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 83,431 6,296 0.01% 79 +83,431 New Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 83,200 6,279 0.11% 0.06% 80 +6,300 8.19% Q1 2026 May 11, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 82,782 6,247 1.15% 1.04% 81 -45,979 -35.71% Q1 2026 Apr 24, 2026
Carrhae Capital LLP History Reduced 79,692 6,014 0.18% 1.53% 82 -750,520 -90.4% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History Added to 77,834 5,874 0.0% 0.0% 83 +7,435 10.56% Q1 2026 May 14, 2026
Quadrature Capital Ltd History New 76,247 5,754 0.07% 84 +76,247 New Q1 2026 May 15, 2026
Moneda S.A. Administradora General de Fondos History Added to 73,536 5,549 4.53% 1.36% 85 +42,451 136.56% Q1 2026 May 15, 2026
PING CAPITAL MANAGEMENT, INC. History Reduced 73,300 5,531 1.58% 3.15% 86 -151,600 -67.41% Q1 2026 Apr 27, 2026
Diversified Trust Co History New 68,574 5,175 0.1% 87 +68,574 New Q1 2026 Apr 16, 2026
JANUS HENDERSON GROUP PLC History New 68,063 5,136 0.0% 88 +68,063 New Q1 2026 May 18, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 61,580 4,647 0.44% 0.31% 89 -6,976 -10.18% Q1 2026 May 12, 2026
BlackRock, Inc. History Added to 57,147 4,312 0.0% 0.0% 90 +27,591 93.35% Q1 2026 May 13, 2026
Kirkoswald Asset Management LLC History Reduced 56,901 4,294 82.13% 1.78% 91 -234,099 -80.45% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 56,630 4,273 0.0% 0.0% 92 +49,099 651.96% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Reduced 54,385 4,270 0.04% 0.13% 93 -195,660 -78.25% Q1 2026 May 15, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 51,480 3,885 0.58% 0.34% 94 +2,285 4.64% Q1 2026 May 07, 2026
Lighthouse Investment Partners, LLC History Reduced 50,000 3,773 0.13% 0.58% 95 -350,000 -87.5% Q1 2026 May 14, 2026
Penserra Capital Management LLC History New 43,524 3,284 0.04% 96 +43,524 New Q1 2026 May 11, 2026
North of South Capital LLP History New 41,519 3,133 0.28% 97 +41,519 New Q1 2026 Apr 20, 2026
State of New Jersey Common Pension Fund D History New 41,257 3,113 0.01% 98 +41,257 New Q1 2026 May 05, 2026
Truffle Hound Capital, LLC History No change 40,000 3,018 0.78% 0.51% 99 0 0.0% Q1 2026 May 07, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 38,745 2,924 0.16% 0.11% 100 -1,811 -4.47% Q1 2026 Apr 30, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 38,400 2,898 0.1% 0.05% 101 +8,400 28.0% Q1 2026 May 04, 2026
XTX Topco Ltd History Added to 37,867 2,857 0.05% 0.03% 102 +13,167 53.31% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 31,307 2,362 0.0% 0.0% 103 +21,913 233.27% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History New 31,031 2,341 0.0% 104 +31,031 New Q1 2026 May 04, 2026
Qube Research & Technologies Ltd History New 30,875 2,330 0.0% 105 +30,875 New Q1 2026 May 15, 2026
ABS Direct Equity Fund LLC History New 30,000 2,264 1.73% 106 +30,000 New Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 29,560 2,230 0.0% 0.0% 107 +3,124 11.82% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 29,301 2,211 0.0% 0.0% 108 +6,628 29.23% Q1 2026 May 15, 2026
SG Americas Securities, LLC History New 28,058 2,118 0.0% 109 +28,058 New Q1 2026 Apr 16, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 26,827 2,024 0.03% 0.01% 110 +18,556 224.35% Q1 2026 Apr 01, 2026
Itau Unibanco Holding S.A. History New 26,408 1,993 0.05% 111 +26,408 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 26,390 1,991 0.0% 0.0% 112 -103,101 -79.62% Q1 2026 May 12, 2026
Rakuten Securities, Inc. History New 24,079 1,817 0.75% 113 +24,079 New Q1 2026 May 01, 2026
TRUIST FINANCIAL CORP History Added to 22,232 1,677 0.0% 0.0% 114 +16,395 280.88% Q1 2026 Apr 27, 2026
Caitong International Asset Management Co., Ltd History New 21,345 1,610 0.3% 116 +21,345 New Q1 2026 May 11, 2026
Virtu Financial LLC History New 21,332 1,610 0.07% 115 +21,332 New Q1 2026 May 14, 2026
Perpetual Ltd History Reduced 20,500 1,547 0.02% 0.02% 117 -6,500 -24.07% Q1 2026 Apr 14, 2026
Banco Santander, S.A. History Reduced 19,710 1,487 0.01% 0.02% 118 -29,504 -59.95% Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History No change 19,566 1,476 0.01% 0.0% 119 0 0.0% Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 17,041 1,286 0.01% 0.01% 120 +4,154 32.23% Q1 2026 May 14, 2026
SONA ASSET MANAGEMENT (US) LLC History New 17,000 1,282 0.03% 121 +17,000 New Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 16,527 1,247 0.0% 0.0% 122 +11,938 260.14% Q1 2026 May 05, 2026
Dockside LLC History New 15,090 1,138 0.29% 123 +15,090 New Q1 2026 May 08, 2026
Centiva Capital, LP History New 15,071 1,137 0.01% 124 +15,071 New Q1 2026 May 14, 2026
CenterBook Partners LP History New 14,305 1,079 0.06% 125 +14,305 New Q1 2026 May 05, 2026
Schonfeld Strategic Advisors LLC History Added to 14,156 1,068 0.01% 0.0% 126 +6,843 93.57% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 13,606 1,026 0.0% 0.0% 127 +10,875 398.21% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 13,420 1,012 0.0% 0.0% 128 -80 -0.59% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History No change 12,575 949 0.0% 0.0% 129 0 0.0% Q1 2026 May 06, 2026
Amundi History New 11,786 889 0.0% 130 +11,786 New Q1 2026 May 15, 2026
Tidal Investments LLC History New 11,607 875 0.0% 131 +11,607 New Q1 2026 May 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 11,142 840 0.06% 0.1% 132 -16,989 -60.39% Q1 2026 May 12, 2026
Snowden Capital Advisors LLC History Reduced 10,738 810 0.02% 0.01% 133 -75 -0.69% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 10,697 807 0.0% 0.0% 134 -5,184 -32.64% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 10,694 806 0.0% 0.0% 135 -4,023 -27.34% Q1 2026 May 13, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History New 9,838 742 0.06% 136 +9,838 New Q1 2026 May 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 9,730 734 0.03% 0.02% 137 0 0.0% Q1 2026 May 12, 2026
FEDERATED HERMES, INC. History Added to 9,194 693 0.0% 0.0% 138 +4,644 102.07% Q1 2026 May 11, 2026
Spire Wealth Management History Added to 8,486 640 0.02% 0.01% 139 +1,081 14.6% Q1 2026 Apr 22, 2026
ATLAS CAPITAL ADVISORS INC. History No change 8,275 624 0.07% 0.04% 140 0 0.0% Q1 2026 May 11, 2026
Headlands Technologies LLC History New 8,114 612 0.07% 141 +8,114 New Q1 2026 May 13, 2026
Verde Servicos Internacionais S.A. History New 8,000 604 0.19% 142 +8,000 New Q1 2026 Apr 17, 2026
Eurizon Capital SGR S.p.A. History New 7,970 601 0.0% 143 +7,970 New Q1 2026 May 08, 2026
Mariner, LLC History Reduced 7,676 579 0.0% 0.0% 144 -59 -0.76% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 7,667 578 0.0% 0.0% 145 -56,626 -88.07% Q1 2026 May 14, 2026
Scientech Research LLC History New 7,659 578 0.48% 146 +7,659 New Q1 2026 May 15, 2026
Quantbot Technologies LP History New 7,406 558 0.02% 147 +7,406 New Q1 2026 May 13, 2026
Visionary Wealth Advisors History Reduced 7,299 550 0.02% 0.02% 148 -1,700 -18.89% Q1 2026 May 13, 2026
Aubrey Capital Management Ltd History Reduced 6,000 452 0.24% 0.28% 149 -8,579 -58.84% Q1 2026 May 05, 2026
SBI Securities Co., Ltd. History Reduced 5,879 443 0.01% 0.01% 150 -288 -4.67% Q1 2026 Apr 27, 2026
Activest Wealth Management History Reduced 5,776 435 0.08% 0.06% 151 -903 -13.52% Q1 2026 Apr 15, 2026
Baader Bank Aktiengesellschaft History New 6,117 432 0.03% 152 +6,117 New Q1 2026 May 08, 2026
Canal Capital Management, LLC History No change 5,695 429 0.06% 0.04% 153 0 0.0% Q1 2026 Apr 27, 2026
Resonant Capital Advisors, LLC History New 5,537 417 0.02% 154 +5,537 New Q1 2026 Apr 29, 2026
OXFORD ASSET MANAGEMENT LLP History New 5,491 414 0.18% 155 +5,491 New Q1 2026 May 15, 2026
Invesco Ltd. History New 5,464 412 0.0% 156 +5,464 New Q1 2026 May 12, 2026
Cetera Investment Advisers History Reduced 5,399 407 0.0% 0.0% 157 -2,029 -27.32% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 5,282 398 0.0% 0.0% 158 +353 7.16% Q1 2026 May 15, 2026
Interval Partners, LP History Reduced 5,011 378 0.01% 0.05% 159 -56,472 -91.85% Q1 2026 May 15, 2026
PICKERING ENERGY PARTNERS LP History New 5,000 377 0.8% 160 +5,000 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,958 374 0.0% 0.0% 161 -51 -1.02% Q1 2026 May 14, 2026
Marex Group plc History Reduced 4,886 368 0.0% 0.01% 162 -24,700 -83.49% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History New 4,613 348 0.01% 163 +4,613 New Q1 2026 Apr 27, 2026
Robeco Institutional Asset Management B.V. History New 4,595 346 0.0% 164 +4,595 New Q1 2026 Apr 21, 2026
Bridgefront Capital, LLC History New 4,580 345 0.09% 165 +4,580 New Q1 2026 May 15, 2026
Savvy Advisors, Inc. History New 4,192 316 0.01% 166 +4,192 New Q1 2026 May 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 4,000 301 0.08% 167 +4,000 New Q1 2026 May 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History New 3,943 297 0.01% 168 +3,943 New Q1 2026 May 11, 2026
OSAIC HOLDINGS, INC. History Reduced 3,911 295 0.0% 0.0% 169 -655 -14.35% Q1 2026 May 15, 2026
R Squared Ltd History New 3,752 283 0.16% 170 +3,752 New Q1 2026 Apr 29, 2026
Darden Wealth Group Inc History New 3,700 279 0.14% 171 +3,700 New Q1 2026 May 08, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 3,600 271 0.0% 0.0% 172 -19,900 -84.68% Q1 2026 May 15, 2026
LPL Financial LLC History New 3,593 271 0.0% 173 +3,593 New Q1 2026 May 06, 2026
Janney Montgomery Scott LLC History New 3,351 253 0.0% 174 +3,351 New Q1 2026 Apr 22, 2026
Vanguard Personalized Indexing Management, LLC History New 3,333 251 0.0% 175 +3,333 New Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History New 3,257 245 0.0% 176 +3,257 New Q1 2026 May 12, 2026
PROFUND ADVISORS LLC History New 3,232 243 0.01% 177 +3,232 New Q1 2026 Apr 24, 2026
POLEN CAPITAL MANAGEMENT LLC History New 3,214 242 0.0% 178 +3,214 New Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 3,207 242 0.0% 179 +3,207 New Q1 2026 May 13, 2026
Commerce Advisors, LLC History New 3,000 226 0.19% 180 +3,000 New Q1 2026 May 12, 2026
DV Trading LLC History New 3,000 226 0.01% 181 +3,000 New Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History New 2,849 214 0.0% 182 +2,849 New Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History New 2,733 206 0.02% 183 +2,733 New Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History New 1,725 130 0.0% 184 +1,725 New Q1 2026 Apr 30, 2026
Blue Trust, Inc. History Reduced 1,002 75 0.0% 0.0% 185 -2,089 -67.58% Q1 2026 Apr 20, 2026
GAMMA Investing LLC History Added to 947 71 0.0% 0.0% 186 +105 12.47% Q1 2026 Apr 06, 2026
RHUMBLINE ADVISERS History No change 835 63 0.0% 0.0% 187 0 0.0% Q1 2026 May 12, 2026
FMR LLC History Added to 763 57 0.0% 0.0% 188 +67 9.63% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 626 46 0.0% 0.0% 189 +250 66.49% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 550 41 0.0% 0.0% 190 +210 61.76% Q1 2026 May 11, 2026
EverSource Wealth Advisors, LLC History Added to 512 38 0.0% 0.0% 191 +163 46.7% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History No change 551 38 0.0% 0.0% 192 0 0.0% Q1 2026 Apr 07, 2026
Tower Research Capital LLC (TRC) History Added to 468 35 0.0% 0.0% 193 +356 317.86% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History No change 450 33 0.0% 0.0% 194 0 0.0% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 426 32 0.0% 0.0% 195 +1 0.24% Q1 2026 May 08, 2026
Advisory Services Network, LLC History New 344 25 0.0% 196 +344 New Q1 2026 May 15, 2026
Ameliora Wealth Management Ltd. History No change 319 24 0.01% 0.0% 197 0 0.0% Q1 2026 Apr 23, 2026
WealthCollab, LLC History No change 254 19 0.01% 0.0% 198 0 0.0% Q1 2026 May 13, 2026
Acumen Wealth Advisors, LLC History No change 185 13 0.0% 0.0% 199 0 0.0% Q1 2026 May 13, 2026
Rialto Wealth Management, LLC History New 159 12 0.0% 200 +159 New Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History New 153 11 0.0% 201 +153 New Q1 2026 May 14, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 378 10 0.02% 202 +378 New Q1 2026 May 11, 2026
Legacy Wealth Managment, LLC/ID History No change 130 9 0.0% 0.0% 203 0 0.0% Q1 2026 May 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 110 8 0.0% 205 +110 New Q1 2026 Apr 14, 2026
Parallel Advisors, LLC History New 109 8 0.0% 206 +109 New Q1 2026 May 07, 2026
Frazier Financial Advisors, LLC History No change 112 8 0.0% 0.0% 204 0 0.0% Q1 2026 May 05, 2026
CHANNING GLOBAL ADVISORS, LLC History Reduced 67 5 0.0% 0.14% 207 -4,445 -98.52% Q1 2026 Apr 30, 2026
Stone House Investment Management, LLC History No change 48 3 0.0% 0.0% 208 0 0.0% Q1 2026 Apr 22, 2026
Ameritas Advisory Services, LLC History New 37 2 0.0% 210 +37 New Q1 2026 May 12, 2026
ASSETMARK, INC History Reduced 28 2 0.0% 0.0% 209 -6 -17.65% Q1 2026 May 06, 2026
HARBOUR INVESTMENTS, INC. History New 18 1 0.0% 214 +18 New Q1 2026 May 15, 2026
Bare Financial Services, Inc History New 18 1 0.0% 215 +18 New Q1 2026 May 14, 2026
Rossby Financial, LCC History New 17 1 0.0% 216 +17 New Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 14 1 0.0% 211 -1 -6.67% Q1 2026 Apr 20, 2026
Bell Investment Advisors, Inc History No change 20 1 0.0% 212 0 0.0% Q1 2026 Apr 17, 2026
Cornerstone Financial Management LLC History No change 18 1 0.0% 213 0 0.0% Q1 2026 May 08, 2026
OAKTREE CAPITAL MANAGEMENT LP History Closed out 0 0 0.54% -782,250 -100.0% Q1 2026 May 20, 2026
Hosking Partners LLP History Closed out 0 0 0.19% -113,245 -100.0% Q1 2026 Apr 21, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.15% -64,280 -100.0% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Closed out 0 0 0.05% -59,846 -100.0% Q1 2026 Apr 10, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -50,000 -100.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Closed out 0 0 0.0% -49,000 -100.0% Q1 2026 May 13, 2026
TECTONIC ADVISORS LLC History Closed out 0 0 0.04% -15,000 -100.0% Q1 2026 Apr 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -13,593 -100.0% Q1 2026 Apr 27, 2026
Advisors Preferred, LLC History Closed out 0 0 0.11% -13,552 -100.0% Q1 2026 May 05, 2026
Boston Partners History Closed out 0 0 0.0% -10,764 -100.0% Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History Reduced 7 0 0.0% -9,543 -99.93% Q1 2026 May 12, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History Closed out 0 0 0.02% -1,370 -100.0% Q1 2026 May 13, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -1,342 -100.0% Q1 2026 May 04, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -700 -100.0% Q1 2026 May 15, 2026
IFP Advisors, Inc History Closed out 0 0 0.0% -25 -100.0% Q1 2026 Apr 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -14 -100.0% Q1 2026 May 07, 2026
Ramirez Asset Management, Inc. History Closed out 0 0 -13 -100.0% Q1 2026 May 12, 2026
Steward Partners Investment Advisory, LLC History New 8 0 +8 New Q1 2026 May 08, 2026
Financial Gravity Asset Management, Inc. History New 8 0 +8 New Q1 2026 May 08, 2026
BESSEMER GROUP INC History Closed out 0 0 -8 -100.0% Q1 2026 May 06, 2026
IMA Advisory Services, Inc. History Closed out 0 0 -6 -100.0% Q1 2026 May 06, 2026
Freestone Grove Partners LP History New 1 0 +1 New Q1 2026 May 15, 2026
VISION FINANCIAL MARKETS LLC History No change 5 0 0 0.0% Q1 2026 Apr 24, 2026
Larson Financial Group LLC History No change 4 0 0 0.0% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History No change 6 0 0 0.0% Q1 2026 Apr 24, 2026
Private Wealth Asset Management, LLC History No change 10 0 0 0.0% Q1 2026 May 06, 2026
Motiv8 Investments LLC History No change 10 0 0 0.0% Q4 2025 Feb 13, 2026