Vitesse Energy, Inc. - VTS

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
VANGUARD GROUP INC History No change 2,938,793 56,601 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
First Reserve GP XIII Ltd History No change 2,911,384 52,870 100.0% 12.72% 2 0 0.0% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,278,997 41,386 0.0% 0.0% 3 +134,773 6.29% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,599,970 29,055 0.0% 4 +1,599,970 New Q1 2026 May 08, 2026
STATE STREET CORP History Added to 1,442,606 26,197 0.0% 0.0% 5 +426,635 41.99% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,412,165 25,645 0.01% 0.01% 6 -8,532 -0.6% Q1 2026 May 07, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 1,333,720 24,220 1.4% 1.62% 7 -104,809 -7.29% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,257,792 22,841 0.0% 8 +1,257,792 New Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,045,365 18,983 0.01% 0.01% 9 +60,007 6.09% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 720,652 13,090 0.0% 0.0% 10 +17,992 2.56% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 692,815 12,581 0.02% 0.01% 11 +266,740 62.6% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 481,543 8,744 0.0% 0.0% 12 +73,005 17.87% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 383,009 6,955 0.0% 0.0% 13 +6,524 1.73% Q1 2026 May 15, 2026
LEE DANNER & BASS INC History Added to 346,470 6,291 0.4% 0.32% 14 +113,000 48.4% Q1 2026 Apr 28, 2026
FIRST TRUST ADVISORS LP History Added to 337,885 6,135 0.0% 0.0% 15 +85,637 33.95% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 319,310 5,798 0.0% 0.0% 16 +139,150 77.24% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 316,288 5,743 0.0% 0.0% 17 +162,288 105.38% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Added to 274,804 4,990 0.03% 0.02% 18 +101,506 58.57% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 240,508 4,367 0.0% 0.0% 19 +10,926 4.76% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 233,598 4,242 0.0% 0.0% 20 -7,841 -3.25% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 197,952 3,652 0.0% 0.0% 21 -38,076 -16.13% Q1 2026 May 13, 2026
BECK MACK & OLIVER LLC History Reduced 198,292 3,600 0.07% 0.07% 22 -1,881 -0.94% Q1 2026 May 12, 2026
VANGUARD FIDUCIARY TRUST CO History New 182,097 3,306 0.0% 23 +182,097 New Q1 2026 May 08, 2026
Mraz, Amerine & Associates, Inc. History Added to 154,605 2,807 0.41% 0.41% 24 +10,186 7.05% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Added to 148,832 2,702 0.0% 0.0% 25 +66,532 80.84% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 140,256 2,547 0.0% 0.0% 26 +86,777 162.26% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 136,491 2,478 0.0% 0.0% 27 -158,166 -53.68% Q1 2026 May 15, 2026
North Star Investment Management Corp. History Added to 135,054 2,452 0.15% 0.05% 28 +94,244 230.93% Q1 2026 Apr 23, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 131,679 2,391 0.54% 1.07% 29 -88,273 -40.13% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 123,555 2,244 0.18% 0.22% 30 -20,217 -14.06% Q1 2026 Apr 28, 2026
Numerai GP LLC History New 122,396 2,222 0.22% 31 +122,396 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 103,153 1,873 0.0% 0.0% 32 -3,167 -2.98% Q1 2026 May 05, 2026
Aventail Capital Group, LP History Added to 102,251 1,856 0.09% 0.04% 33 +69,444 211.67% Q1 2026 May 15, 2026
Inlet Private Wealth, LLC History Added to 92,900 1,687 0.43% 0.21% 34 +46,649 100.86% Q1 2026 May 13, 2026
Merrion Investment Management Co, LLC History Added to 88,029 1,598 0.86% 0.9% 35 +1,000 1.15% Q1 2026 Apr 23, 2026
TUDOR INVESTMENT CORP ET AL History New 86,801 1,576 0.0% 36 +86,801 New Q1 2026 May 15, 2026
UBS Group AG History Reduced 80,543 1,462 0.0% 0.0% 37 -14,607 -15.35% Q1 2026 May 05, 2026
Norris Financial Group, LLC History Added to 76,742 1,393 0.45% 0.22% 38 +43,856 133.36% Q1 2026 May 20, 2026
MARSHALL WACE, LLP History Added to 75,614 1,373 0.0% 0.0% 39 +61,693 443.17% Q1 2026 May 14, 2026
Trexquant Investment LP History Added to 75,159 1,364 0.01% 0.01% 40 +16,541 28.22% Q1 2026 May 15, 2026
Atom Investors LP History Added to 73,353 1,332 0.1% 0.1% 41 +8,532 13.16% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 70,657 1,283 0.0% 0.0% 42 +5,755 8.87% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 68,507 1,244 0.0% 0.0% 43 -70,194 -50.61% Q1 2026 May 11, 2026
Rafferty Asset Management, LLC History Added to 63,106 1,146 0.0% 0.0% 44 +28,109 80.32% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 62,300 1,131 0.0% 0.0% 45 -37,584 -37.63% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Added to 59,531 1,081 0.0% 0.0% 46 +17,131 40.4% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 57,662 1,047 0.0% 0.0% 47 -1,744 -2.94% Q1 2026 Apr 30, 2026
Militia Capital Management LLC History New 57,576 1,045 0.24% 48 +57,576 New Q1 2026 May 13, 2026
Swiss National Bank History No change 57,144 1,037 0.0% 0.0% 49 0 0.0% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 54,395 988 0.0% 0.0% 50 +3,655 7.2% Q1 2026 May 15, 2026
Creative Planning History Added to 46,742 848 0.0% 0.0% 51 +22,896 96.02% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 43,548 790 0.0% 0.0% 52 -1,086 -2.43% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 40,977 789 0.04% 0.04% 53 0 0.0% Q4 2025 Feb 09, 2026
Elgethun Capital Management History Added to 40,514 735 0.12% 0.02% 54 +33,375 467.5% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 39,749 721 0.0% 0.0% 55 +9,838 32.89% Q1 2026 May 08, 2026
RHUMBLINE ADVISERS History Reduced 38,635 701 0.0% 0.0% 56 -442 -1.13% Q1 2026 May 12, 2026
Ethic Inc. History Reduced 37,672 684 0.01% 0.02% 57 -23,142 -38.05% Q1 2026 Apr 27, 2026
Security National Bank History Added to 37,544 681 0.1% 0.09% 58 +5,436 16.93% Q1 2026 Apr 16, 2026
Oxbow Advisors, LLC History Reduced 36,197 657 0.06% 0.06% 59 -174 -0.48% Q1 2026 Apr 27, 2026
Quantinno Capital Management LP History Added to 35,294 640 0.0% 0.0% 60 +15,562 78.87% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 33,732 612 0.0% 0.0% 61 +6,318 23.05% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 33,522 608 0.0% 0.0% 62 -914 -2.65% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 33,077 600 0.0% 0.0% 63 -557 -1.66% Q1 2026 May 06, 2026
ExodusPoint Capital Management, LP History Reduced 32,908 597 0.0% 0.01% 64 -65,338 -66.5% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History New 32,702 593 0.01% 65 +32,702 New Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 30,243 582 0.0% 0.0% 66 0 0.0% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 31,955 580 0.0% 0.0% 67 +13,795 75.96% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 30,949 562 0.0% 0.0% 68 +9,992 47.68% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 30,029 545 0.0% 69 +30,029 New Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 29,319 532 0.0% 0.0% 70 -1,526 -4.95% Q1 2026 May 15, 2026
Argentarii, LLC History No change 29,145 529 0.18% 0.18% 71 0 0.0% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 27,535 500 0.0% 0.0% 72 -219 -0.79% Q1 2026 May 15, 2026
KBC Group NV History No change 25,786 468 0.0% 0.0% 73 0 0.0% Q1 2026 May 07, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 24,093 464 0.0% 0.0% 74 -3,610 -13.03% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History New 24,800 450 0.01% 75 +24,800 New Q1 2026 May 15, 2026
Jump Financial, LLC History New 23,784 431 0.01% 76 +23,784 New Q1 2026 May 14, 2026
PEAK6 LLC History Reduced 23,710 430 0.0% 0.01% 77 -236,068 -90.87% Q1 2026 May 13, 2026
MANGROVE PARTNERS IM, LLC History New 22,731 412 0.03% 78 +22,731 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 22,410 406 0.0% 0.0% 79 +14,413 180.23% Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 22,218 403 0.0% 0.0% 80 +17,044 329.42% Q1 2026 May 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 22,223 403 0.05% 0.05% 81 -342 -1.52% Q1 2026 May 05, 2026
Legal & General Group Plc History Reduced 21,466 389 0.0% 0.0% 82 -7,921 -26.95% Q1 2026 May 08, 2026
PERRITT CAPITAL MANAGEMENT INC History No change 20,000 385 0.64% 0.64% 83 0 0.0% Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 20,878 379 0.0% 84 +20,878 New Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Added to 20,708 376 0.0% 0.0% 85 +3,865 22.95% Q1 2026 Apr 28, 2026
Aquatic Capital Management LLC History Added to 20,414 370 0.01% 0.01% 86 +6,527 47.0% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History New 20,742 363 0.0% 87 +20,742 New Q1 2026 May 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 18,858 342 0.0% 0.0% 88 +13,146 230.15% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History No change 18,386 333 0.0% 0.0% 89 0 0.0% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,094 328 0.0% 0.0% 90 +275 1.54% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Reduced 17,635 320 0.0% 0.02% 91 -55,741 -75.97% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,430 316 0.0% 92 +17,430 New Q1 2026 May 08, 2026
one8zero8, LLC History Reduced 17,350 315 0.07% 0.44% 93 -87,700 -83.48% Q1 2026 May 07, 2026
WINTON GROUP Ltd History New 17,300 314 0.01% 94 +17,300 New Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 17,130 311 0.0% 0.0% 95 +11 0.06% Q1 2026 Apr 30, 2026
Squarepoint Ops LLC History New 17,092 310 0.0% 96 +17,092 New Q1 2026 May 15, 2026
Lafayette Investments, Inc. History Reduced 16,497 299 0.06% 0.06% 97 -1,016 -5.8% Q1 2026 Apr 27, 2026
Kestra Advisory Services, LLC History Reduced 16,270 295 0.0% 0.0% 98 -4,978 -23.43% Q1 2026 Apr 30, 2026
Schonfeld Strategic Advisors LLC History Reduced 15,718 285 0.0% 0.0% 99 -1,028 -6.14% Q1 2026 May 15, 2026
Heritage Wealth Management, Inc. History Reduced 15,650 284 0.14% 0.09% 100 -985 -5.92% Q1 2026 Apr 20, 2026
Focus Partners Wealth History New 15,322 278 0.0% 101 +15,322 New Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 15,291 277 0.0% 0.01% 102 -5,485 -26.4% Q1 2026 Apr 23, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 14,971 271 0.0% 0.0% 103 -745 -4.74% Q1 2026 May 15, 2026
Waterfront Wealth Inc. History Reduced 14,885 270 0.05% 0.06% 104 -67 -0.45% Q1 2026 Apr 30, 2026
Quantbot Technologies LP History Added to 14,712 267 0.01% 0.01% 105 +2,173 17.33% Q1 2026 May 13, 2026
Ausdal Financial Partners, Inc. History Added to 14,563 264 0.01% 0.01% 106 +1,199 8.97% Q1 2026 May 12, 2026
SG Americas Securities, LLC History Reduced 14,291 260 0.0% 0.0% 107 -26,449 -64.92% Q1 2026 Apr 16, 2026
LPL Financial LLC History Added to 14,221 258 0.0% 0.0% 108 +37 0.26% Q1 2026 May 06, 2026
AXQ CAPITAL, LP History New 13,742 249 0.03% 110 +13,742 New Q1 2026 May 13, 2026
FMR LLC History Reduced 13,727 249 0.0% 0.0% 109 -2,893 -17.41% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 13,445 244 0.02% 111 +13,445 New Q1 2026 May 12, 2026
COMMERCE BANK History Reduced 13,214 239 0.0% 0.0% 112 -2 -0.02% Q1 2026 May 11, 2026
DRW Securities, LLC History Added to 12,898 234 0.0% 0.01% 113 +942 7.88% Q1 2026 May 13, 2026
Fort Sheridan Advisors LLC History No change 12,710 230 0.03% 0.03% 114 0 0.0% Q1 2026 May 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 12,500 227 0.01% 0.01% 115 0 0.0% Q1 2026 Apr 15, 2026
FIRST MANHATTAN CO. LLC. History Reduced 12,242 222 0.0% 0.0% 116 -726 -5.6% Q1 2026 May 15, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 11,950 217 0.03% 0.03% 117 0 0.0% Q1 2026 May 15, 2026
RBF Capital, LLC History No change 11,769 213 0.01% 0.01% 118 0 0.0% Q1 2026 May 18, 2026
Vanguard Global Advisers, LLC History New 11,451 207 0.0% 120 +11,451 New Q1 2026 May 08, 2026
IMC-Chicago, LLC History New 11,400 207 0.0% 119 +11,400 New Q1 2026 May 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 10,347 187 0.0% 123 +10,347 New Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,334 187 0.0% 0.0% 121 -3,007 -22.54% Q1 2026 May 08, 2026
Arnhold LLC History No change 10,333 187 0.01% 0.02% 122 0 0.0% Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 10,185 184 0.0% 124 +10,185 New Q1 2026 May 08, 2026
Lido Advisors, LLC History New 10,079 183 0.0% 126 +10,079 New Q1 2026 May 13, 2026
EntryPoint Capital, LLC History Reduced 10,081 183 0.05% 0.1% 125 -2,768 -21.54% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 9,611 174 0.0% 0.0% 127 -1,300 -11.91% Q1 2026 May 06, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 9,445 171 0.0% 0.0% 129 +1,148 13.84% Q1 2026 Apr 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 9,439 171 0.0% 0.0% 128 0 0.0% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 8,142 147 0.0% 0.0% 130 0 0.0% Q1 2026 Apr 29, 2026
Daytona Street Capital LLC History No change 8,000 142 0.11% 0.12% 131 0 0.0% Q1 2026 Apr 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 7,140 129 0.0% 0.0% 132 -32,305 -81.9% Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 6,683 121 0.0% 0.0% 133 -40,300 -85.78% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 6,342 115 0.0% 0.0% 134 0 0.0% Q1 2026 Apr 29, 2026
Freestone Grove Partners LP History New 5,965 108 0.0% 135 +5,965 New Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 5,080 92 0.0% 0.0% 136 +4,134 437.0% Q1 2026 May 15, 2026
MAI Capital Management History No change 5,000 90 0.0% 0.0% 137 0 0.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 4,111 74 0.0% 0.0% 138 -9,292 -69.33% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,949 53 0.0% 0.0% 139 +2,307 359.35% Q1 2026 Apr 28, 2026
GROUP ONE TRADING LLC History Reduced 2,900 52 0.0% 0.0% 140 -2,900 -50.0% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 2,914 52 0.0% 0.0% 141 -345 -10.59% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 2,727 49 0.0% 0.0% 142 -1,385 -33.68% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 2,464 44 0.0% 0.0% 143 0 0.0% Q1 2026 May 13, 2026
Quent Capital, LLC History Reduced 2,140 38 0.0% 0.0% 145 -800 -27.21% Q1 2026 Apr 28, 2026
Ensign Peak Advisors, Inc History No change 2,098 38 0.0% 0.0% 144 0 0.0% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,592 28 0.0% 0.0% 146 0 0.0% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History No change 1,505 27 0.0% 0.0% 147 0 0.0% Q1 2026 Apr 20, 2026
Glen Eagle Advisors, LLC History Added to 1,380 25 0.0% 0.0% 149 +31 2.3% Q1 2026 May 15, 2026
Ancora Advisors LLC History No change 1,429 25 0.0% 0.0% 148 0 0.0% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,187 21 0.0% 0.0% 150 -592 -33.28% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 1,127 20 0.0% 151 +1,080 2297.87% Q1 2026 Apr 06, 2026
SRH ADVISORS, LLC History Added to 1,077 19 0.01% 0.01% 152 +77 7.7% Q1 2026 Apr 29, 2026
Versant Capital Management, Inc History Added to 1,021 18 0.0% 154 +989 3090.63% Q1 2026 Apr 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,035 18 0.0% 0.0% 153 +839 428.06% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History New 960 17 0.0% 157 +960 New Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 983 17 0.0% 0.0% 155 -717 -42.18% Q1 2026 Apr 22, 2026
1 NORTH WEALTH SERVICES LLC History No change 985 17 0.01% 0.01% 156 0 0.0% Q1 2026 May 04, 2026
Crewe Advisors LLC History No change 888 16 0.0% 0.0% 158 0 0.0% Q1 2026 May 07, 2026
UMB Bank, n.a. History No change 849 15 0.0% 0.0% 159 0 0.0% Q1 2026 May 11, 2026
Triumph Capital Management History No change 800 14 0.0% 0.0% 160 0 0.0% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 703 12 0.0% 0.0% 161 -8 -1.13% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Reduced 659 11 0.0% 0.0% 162 -1,338 -67.0% Q1 2026 Apr 07, 2026
Global Retirement Partners, LLC History No change 589 11 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 529 9 0.0% 0.0% 164 -680 -56.24% Q1 2026 May 14, 2026
Arax Advisory Partners History Reduced 523 9 0.0% 0.0% 165 -660 -55.79% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 514 9 0.0% 0.0% 166 +153 42.38% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Added to 445 8 0.0% 0.0% 167 +360 423.53% Q1 2026 May 01, 2026
Parallel Advisors, LLC History Reduced 442 8 0.0% 0.0% 170 -131 -22.86% Q1 2026 May 07, 2026
COMERICA BANK History No change 435 8 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 491 8 0.0% 0.0% 169 0 0.0% Q1 2026 May 14, 2026
Founders Capital Management History No change 400 7 0.0% 0.0% 171 0 0.0% Q1 2026 Apr 21, 2026
Sound Income Strategies, LLC History No change 453 7 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 27, 2026
Farther Finance Advisors, LLC History Added to 347 6 0.0% 0.0% 174 +34 10.86% Q1 2026 Apr 07, 2026
NFSG Corp History No change 340 6 0.0% 0.0% 173 0 0.0% Q1 2026 May 05, 2026
Evelyn Partners Investment Management Services Ltd History No change 300 5 0.0% 0.0% 175 0 0.0% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 259 4 0.0% 178 +259 New Q1 2026 May 15, 2026
Covestor Ltd History Reduced 238 4 0.0% 0.0% 177 -197 -45.29% Q1 2026 May 05, 2026
Blue Trust, Inc. History Reduced 239 4 0.0% 0.0% 176 -34 -12.45% Q1 2026 Apr 20, 2026
Steward Partners Investment Advisory, LLC History No change 198 3 0.0% 0.0% 179 0 0.0% Q1 2026 May 08, 2026
City State Bank History No change 200 3 0.0% 0.0% 180 0 0.0% Q1 2026 Apr 20, 2026
Vision Retirement, LLC History No change 200 3 0.0% 0.0% 181 0 0.0% Q1 2026 May 07, 2026
Root Financial Partners, LLC History Added to 131 2 0.0% 185 +125 2083.33% Q1 2026 Apr 24, 2026
Optiver Holding B.V. History Added to 122 2 0.0% 184 +79 183.72% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History No change 113 2 0.0% 0.0% 182 0 0.0% Q1 2026 Apr 14, 2026
Wilmington Savings Fund Society, FSB History No change 160 2 0.0% 0.0% 183 0 0.0% Q1 2026 Apr 30, 2026
Federation des caisses Desjardins du Quebec History Reduced 97 1 0.0% 0.0% 192 -210 -68.4% Q1 2026 May 13, 2026
BESSEMER GROUP INC History New 82 1 0.0% 194 +82 New Q1 2026 May 06, 2026
Geneos Wealth Management Inc. History Reduced 66 1 0.0% 0.0% 189 -80 -54.79% Q1 2026 May 04, 2026
Smartleaf Asset Management LLC History Reduced 58 1 0.0% 0.0% 191 -69 -54.33% Q1 2026 May 15, 2026
IMA Advisory Services, Inc. History Reduced 88 1 0.0% 0.0% 187 -14 -13.73% Q1 2026 May 06, 2026
Allworth Financial LP History Added to 101 1 0.0% 0.0% 188 +7 7.45% Q1 2026 May 14, 2026
EASTERN BANK History No change 79 1 0.0% 0.0% 186 0 0.0% Q1 2026 Apr 07, 2026
SageView Advisory Group, LLC History No change 100 1 0.0% 0.0% 190 0 0.0% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History No change 64 1 0.0% 0.0% 193 0 0.0% Q1 2026 Apr 02, 2026
GoodHaven Capital Management, LLC History Closed out 0 0 3.47% -556,501 -100.0% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -168,500 -100.0% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -45,118 -100.0% Q1 2026 Apr 20, 2026
VARCOV Co. History Closed out 0 0 0.32% -42,705 -100.0% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -39,564 -100.0% Q1 2026 May 04, 2026
Hosking Partners LLP History Closed out 0 0 0.02% -34,309 -100.0% Q1 2026 Apr 21, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.03% -26,840 -100.0% Q1 2026 May 13, 2026
Ellevest, Inc. History Closed out 0 0 0.07% -25,423 -100.0% Q1 2026 May 11, 2026
Caption Management, LLC History Closed out 0 0 0.0% -22,000 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -20,199 -100.0% Q1 2026 May 15, 2026
Rothschild Wealth LLC History Closed out 0 0 0.04% -20,000 -100.0% Q1 2026 May 06, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.06% -18,978 -100.0% Q1 2026 May 12, 2026
MQS Management LLC History Closed out 0 0 0.17% -15,371 -100.0% Q1 2026 Apr 23, 2026
VestGen Advisors, LLC History Closed out 0 0 0.01% -13,500 -100.0% Q1 2026 May 14, 2026
WEDBUSH SECURITIES INC History Closed out 0 0 0.01% -13,164 -100.0% Q1 2026 Apr 21, 2026
Sprinkle Financial Consultants LLC History Closed out 0 0 0.12% -12,739 -100.0% Q1 2026 Apr 16, 2026
Versor Investments LP History Closed out 0 0 0.04% -12,700 -100.0% Q1 2026 May 12, 2026
Odyssean, LLC History Closed out 0 0 0.17% -12,032 -100.0% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -11,174 -100.0% Q1 2026 Apr 08, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -11,087 -100.0% Q1 2026 May 08, 2026
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -10,769 -100.0% Q1 2026 May 14, 2026
Paradigm Capital Management, LLC/NV History Closed out 0 0 0.19% -10,725 -100.0% Q1 2026 May 05, 2026
Vestcor Inc History Closed out 0 0 0.01% -10,478 -100.0% Q1 2026 May 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -10,244 -100.0% Q1 2026 May 14, 2026
Chou Associates Management Inc. History Closed out 0 0 0.01% -1,293 -100.0% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -927 -100.0% Q1 2026 May 08, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -715 -100.0% Q1 2026 May 05, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 0.0% -500 -100.0% Q1 2026 May 12, 2026
ALBION FINANCIAL GROUP /UT History Closed out 0 0 0.0% -147 -100.0% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Reduced 49 0 0.0% -135 -73.37% Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 50 0 0.0% -114 -69.51% Q1 2026 Apr 13, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 0.0% -70 -100.0% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History New 27 0 +27 New Q1 2026 May 11, 2026
Elyxium Wealth, LLC History Closed out 0 0 -26 -100.0% Q1 2026 May 06, 2026
Torren Management, LLC History Reduced 2 0 -24 -92.31% Q1 2026 Apr 30, 2026
TFC Financial Management, Inc. History New 21 0 +21 New Q1 2026 Apr 23, 2026
Pinnacle Wealth Planning Services, Inc. History Closed out 0 0 -21 -100.0% Q1 2026 May 11, 2026
Owl Creek Wealth Partners LLC History New 12 0 +12 New Q1 2026 May 13, 2026
Ascentis Independent Advisors History New 11 0 +11 New Q1 2026 Apr 28, 2026
MATHER GROUP, LLC. History New 9 0 +9 New Q1 2026 Apr 13, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 8 0 +8 New Q1 2026 May 08, 2026
Essential Partners LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 21, 2026
Retirement Wealth Solutions LLC History Reduced 9 0 -4 -30.77% Q1 2026 Apr 07, 2026
Mosley Wealth Management History New 3 0 +3 New Q1 2026 Apr 27, 2026
Whipplewood Advisors, LLC History New 3 0 +3 New Q1 2026 Apr 30, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 35 0 -2 -5.41% Q1 2026 May 07, 2026
ASSETMARK, INC History Added to 39 0 +1 2.63% Q1 2026 May 06, 2026
SJS Investment Consulting Inc. History Added to 3 0 +1 50.0% Q1 2026 Apr 23, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 1 0 +1 New Q1 2026 May 14, 2026
Dunhill Financial, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
FIRST HORIZON CORP History No change 31 0 0 0.0% Q1 2026 Apr 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 33 0 0 0.0% Q1 2026 Apr 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5 0 0 0.0% Q1 2026 May 01, 2026
MassMutual Private Wealth & Trust, FSB History No change 33 0 0 0.0% Q1 2026 Apr 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9 0 0 0.0% Q1 2026 May 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 4 0 0 0.0% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History No change 15 0 0 0.0% Q1 2026 Apr 30, 2026
Manchester Capital Management LLC History No change 9 0 0 0.0% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History No change 21 0 0 0.0% Q1 2026 May 13, 2026
Westside Investment Management, Inc. History No change 49 0 0 0.0% Q1 2026 May 04, 2026
JFS WEALTH ADVISORS, LLC History No change 25 0 0 0.0% Q1 2026 Apr 20, 2026
BFSG, LLC History No change 35 0 0 0.0% Q1 2026 Apr 28, 2026
Investors Research Corp History No change 29 0 0 0.0% Q1 2026 Apr 03, 2026
Larson Financial Group LLC History No change 4 0 0 0.0% Q1 2026 May 15, 2026
Prestige Wealth Management Group LLC History No change 1 0 0 0.0% Q1 2026 May 13, 2026
Avion Wealth History No change 26 0 0 0.0% Q1 2026 May 01, 2026
TSFG, LLC History No change 24 0 0 0.0% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 50 0 0 0.0% Q1 2026 May 01, 2026
Bell Investment Advisors, Inc History No change 35 0 0 0.0% Q1 2026 Apr 17, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 5 0 0 0.0% Q1 2026 Apr 10, 2026
DecisionPoint Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
ORG Partners LLC History No change 11 0 0 0.0% Q4 2025 Jan 14, 2026
DiNuzzo Private Wealth, Inc. History No change 2 0 0 0.0% Q1 2026 Apr 08, 2026
Bruce G. Allen Investments, LLC History No change 8 0 0 0.0% Q1 2026 May 08, 2026
Rachor Investment Advisory Services, LLC History No change 2 0 0 0.0% Q1 2026 May 07, 2026
Caitlin John, LLC History No change 5 0 0 0.0% Q1 2026 May 13, 2026
WealthCollab, LLC History No change 6 0 0 0.0% Q1 2026 May 13, 2026
Hughes Financial Services, LLC History No change 1 0 0 0.0% Q1 2026 Apr 29, 2026
Signature Equity Partners, LLC History No change 13 0 0 0.0% Q1 2026 May 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 22 0 0 0.0% Q1 2026 May 14, 2026