WESBANCO INC - WSBC

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 9,819,476 326,399 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 7,620,637 262,835 0.0% 0.0% 2 -322,642 -4.06% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,451,344 188,012 0.04% 0.04% 3 +59,077 1.1% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,772,287 164,596 0.01% 4 +4,772,287 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,321,171 149,037 0.0% 5 +4,321,171 New Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 3,850,056 132,788 0.23% 0.2% 6 -236,780 -5.79% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 3,771,185 131,454 0.0% 0.0% 7 +87,500 2.38% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,427,204 83,729 0.01% 0.0% 8 +71,193 3.02% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 2,110,164 72,779 0.01% 0.01% 9 +502,424 31.25% Q1 2026 May 15, 2026
Hood River Capital Management LLC History Added to 2,013,953 69,461 0.7% 0.33% 10 +1,119,522 125.17% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,738,101 59,947 0.01% 0.02% 11 -1,026,121 -37.12% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 1,720,134 59,327 0.24% 0.25% 12 -27,958 -1.6% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,696,850 58,524 0.0% 0.0% 13 +14,397 0.86% Q1 2026 May 15, 2026
WESBANCO BANK INC History Reduced 1,569,264 53,855 1.49% 1.45% 14 -22,861 -1.44% Q1 2026 Apr 21, 2026
Verition Fund Management LLC History Reduced 1,496,581 51,617 0.33% 0.24% 15 -375,551 -20.06% Q1 2026 May 15, 2026
FMR LLC History Added to 1,382,657 47,687 0.0% 0.0% 16 +62,985 4.77% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,098,239 37,878 0.01% 0.01% 17 +5,391 0.49% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 968,556 33,405 0.01% 0.01% 18 -16,525 -1.68% Q1 2026 Apr 30, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 928,768 32,033 0.46% 0.41% 19 +6,784 0.74% Q1 2026 May 22, 2026
Glendon Capital Management LP History No change 909,091 31,354 3.89% 1.8% 20 0 0.0% Q1 2026 May 11, 2026
NORTHERN TRUST CORP History Added to 895,247 30,877 0.0% 0.0% 21 +37,805 4.41% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 864,712 29,823 0.02% 0.02% 22 +395,529 84.3% Q1 2026 May 15, 2026
ALGEBRIS (UK) LTD History Added to 783,957 26,994 1.95% 1.64% 23 +164,258 26.51% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Added to 761,732 26,272 0.03% 0.01% 24 +383,732 101.52% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 760,979 26,246 0.01% 0.01% 25 +206,793 37.31% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 724,564 24,990 0.01% 0.01% 26 -1,002 -0.14% Q1 2026 May 15, 2026
Rhino Investment Partners, Inc History Added to 703,723 24,271 6.75% 5.59% 27 +110,698 18.67% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 683,591 23,577 0.0% 0.0% 28 -1,443 -0.21% Q1 2026 May 05, 2026
SEI INVESTMENTS CO History Added to 668,110 23,043 0.02% 0.02% 29 +179,997 36.88% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 661,758 22,824 0.0% 0.0% 30 -115,739 -14.89% Q1 2026 May 12, 2026
VANGUARD FIDUCIARY TRUST CO History New 621,450 21,433 0.01% 31 +621,450 New Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 612,857 21,137 0.03% 0.03% 32 -3,147 -0.51% Q1 2026 May 06, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 584,832 20,170 0.41% 0.39% 33 +30,951 5.59% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 577,557 19,480 0.0% 0.0% 34 -150,392 -20.66% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 473,920 16,345 0.0% 0.0% 35 -40,457 -7.87% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 405,165 13,974 0.0% 0.0% 36 -76,026 -15.8% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 405,087 13,971 0.0% 0.0% 37 +239,626 144.82% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 390,094 13,454 0.09% 38 +390,094 New Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 289,993 10,001 0.01% 0.01% 39 +28,380 10.85% Q1 2026 May 08, 2026
Aristotle Capital Boston, LLC History Reduced 285,746 9,855 0.61% 0.62% 40 -53,562 -15.79% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 269,966 9,311 0.01% 0.01% 41 +74,748 38.29% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 245,557 8,469 0.0% 0.0% 42 -3,278 -1.32% Q1 2026 May 04, 2026
FJ Capital Management LLC History Reduced 243,843 8,410 0.95% 1.27% 43 -103,293 -29.76% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 240,829 8,306 0.27% 0.14% 44 +94,863 64.99% Q1 2026 May 18, 2026
MALTESE CAPITAL MANAGEMENT LLC History Reduced 237,908 8,205 1.62% 1.62% 45 -37,092 -13.49% Q1 2026 May 15, 2026
UBS Group AG History Added to 230,925 7,964 0.0% 0.0% 46 +43,812 23.41% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 218,283 7,528 0.0% 0.0% 47 +30,547 16.27% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 197,804 6,822 0.0% 0.0% 48 +51,676 35.36% Q1 2026 May 13, 2026
ProShare Advisors LLC History Reduced 197,809 6,822 0.01% 0.01% 49 -700 -0.35% Q1 2026 Apr 24, 2026
Swiss National Bank History No change 189,277 6,528 0.0% 0.0% 50 0 0.0% Q1 2026 May 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 184,047 6,347 0.01% 0.01% 51 -36,434 -16.52% Q1 2026 May 14, 2026
Invenomic Capital Management LP History New 172,552 5,951 0.27% 52 +172,552 New Q1 2026 May 15, 2026
Creative Planning History Added to 167,252 5,768 0.0% 0.0% 53 +46,547 38.56% Q1 2026 May 12, 2026
Boston Partners History Added to 165,583 5,710 0.01% 0.01% 54 +4,990 3.11% Q1 2026 May 11, 2026
TWO SIGMA ADVISERS, LP History No change 162,060 5,386 0.01% 0.01% 55 0 0.0% Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 151,621 5,229 0.19% 0.17% 56 -14,593 -8.78% Q1 2026 Apr 23, 2026
Emerald Investment Advisers, LLC History New 137,297 4,735 0.43% 57 +137,297 New Q1 2026 May 11, 2026
FIRST TRUST ADVISORS LP History Reduced 126,229 4,353 0.0% 0.0% 58 -1,884 -1.47% Q1 2026 May 13, 2026
MCF Advisors LLC History Reduced 124,647 4,346 0.19% 0.23% 59 -248 -0.2% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 124,026 4,278 0.01% 0.01% 60 0 0.0% Q1 2026 May 01, 2026
RHUMBLINE ADVISERS History Reduced 119,249 4,112 0.0% 0.0% 61 -1,818 -1.5% Q1 2026 May 12, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 118,115 4,073 0.53% 0.82% 62 -85,990 -42.13% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 115,027 3,968 0.0% 0.0% 63 +13,977 13.83% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 113,439 3,912 0.0% 0.0% 64 -79,471 -41.2% Q1 2026 May 15, 2026
EJF Capital LP History Reduced 112,667 3,885 2.74% 2.69% 65 -29,861 -20.95% Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 104,510 3,604 0.0% 0.0% 66 +13,393 14.7% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 100,838 3,478 0.0% 0.0% 67 +75,774 302.32% Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History Added to 100,044 3,450 1.01% 0.09% 68 +83,992 523.25% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 103,332 3,434 0.0% 0.0% 69 0 0.0% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 99,292 3,424 0.03% 0.02% 70 +54,324 120.81% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Reduced 98,566 3,399 0.02% 0.01% 71 -5,472 -5.26% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 95,143 3,281 0.01% 0.0% 72 +62,344 190.08% Q1 2026 May 15, 2026
IAT REINSURANCE CO LTD. History No change 130,000 3,256 1.05% 0.98% 73 0 0.0% Q1 2026 May 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 90,898 3,135 0.15% 0.15% 74 0 0.0% Q1 2026 May 04, 2026
JUPITER ASSET MANAGEMENT LTD History New 89,243 3,077 0.02% 75 +89,243 New Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 86,385 2,979 0.0% 0.0% 76 +9,334 12.11% Q1 2026 May 06, 2026
Legal & General Group Plc History Reduced 84,372 2,909 0.0% 0.0% 77 -12,493 -12.9% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 84,060 2,899 0.0% 78 +84,060 New Q1 2026 May 08, 2026
Bridge City Capital, LLC History Reduced 82,030 2,829 0.78% 0.81% 79 -670 -0.81% Q1 2026 May 13, 2026
Cetera Investment Advisers History Added to 81,462 2,809 0.0% 0.0% 80 +2,221 2.8% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 80,868 2,789 0.0% 0.0% 81 +258 0.32% Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 81,829 2,776 0.04% 0.04% 82 0 0.0% Q1 2026 May 06, 2026
CITIGROUP INC History Reduced 78,579 2,710 0.0% 0.0% 83 -50,242 -39.0% Q1 2026 May 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 76,343 2,633 0.0% 0.0% 84 +1,640 2.2% Q1 2026 May 11, 2026
LPL Financial LLC History Reduced 75,244 2,595 0.0% 0.0% 85 -4,920 -6.14% Q1 2026 May 06, 2026
1492 Capital Management LLC History Added to 73,482 2,534 0.96% 0.9% 86 +2,632 3.71% Q1 2026 Apr 22, 2026
Atom Investors LP History Reduced 72,952 2,516 0.18% 0.2% 87 -1,489 -2.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Reduced 71,324 2,459 0.3% 0.31% 88 -2,912 -3.92% Q1 2026 Apr 23, 2026
Cerity Partners LLC History Added to 71,156 2,454 0.0% 0.0% 89 +2,349 3.41% Q1 2026 May 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 69,907 2,411 0.01% 0.01% 90 +210 0.3% Q1 2026 Apr 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 67,582 2,330 0.03% 0.03% 91 -526 -0.77% Q1 2026 Apr 23, 2026
BARCLAYS PLC History Reduced 67,528 2,329 0.0% 0.0% 92 -131,536 -66.08% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Reduced 67,228 2,318 0.0% 0.0% 93 -34,556 -33.95% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 66,799 2,303 0.2% 0.16% 94 -36,260 -35.18% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 62,705 2,162 0.0% 95 +62,705 New Q1 2026 May 08, 2026
State of New Jersey Common Pension Fund D History Reduced 61,733 2,129 0.01% 0.01% 96 -9,497 -13.33% Q1 2026 May 05, 2026
Rafferty Asset Management, LLC History Reduced 61,423 2,118 0.01% 0.01% 97 -16,349 -21.02% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 61,279 2,113 0.02% 0.01% 98 +24,627 67.19% Q1 2026 May 15, 2026
Gator Capital Management, LLC History Added to 60,445 2,084 0.43% 0.3% 99 +16,475 37.47% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 59,969 2,068 0.0% 0.0% 100 -5,413 -8.28% Q1 2026 May 07, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 58,859 2,030 0.1% 0.08% 101 0 0.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 58,654 2,022 0.0% 102 +58,654 New Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 58,262 2,009 0.0% 0.0% 103 -45 -0.08% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Reduced 56,195 1,938 0.01% 0.01% 104 -3,821 -6.37% Q1 2026 Apr 30, 2026
Baird Financial Group, Inc. History Reduced 53,197 1,834 0.0% 0.0% 105 -95 -0.18% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 52,770 1,820 0.01% 0.01% 106 +557 1.07% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History New 51,097 1,762 0.0% 107 +51,097 New Q1 2026 May 13, 2026
Smithfield Trust Co History No change 49,152 1,696 0.07% 0.07% 108 0 0.0% Q1 2026 May 08, 2026
Avantax Planning Partners, Inc. History No change 48,357 1,667 0.05% 0.04% 109 0 0.0% Q1 2026 May 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 47,796 1,648 0.0% 0.0% 110 -1,416 -2.88% Q1 2026 Apr 30, 2026
Mariner, LLC History Added to 47,333 1,632 0.0% 0.0% 111 +10,474 28.42% Q1 2026 May 13, 2026
Brandywine Global Investment Management, LLC History No change 47,155 1,567 0.01% 0.01% 112 0 0.0% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 44,628 1,539 0.0% 0.0% 113 -861 -1.89% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 44,413 1,531 0.0% 0.0% 114 +463 1.05% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 44,274 1,527 0.06% 115 +44,274 New Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 43,865 1,512 0.0% 0.0% 116 -6,610 -13.1% Q1 2026 May 12, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History New 42,624 1,470 0.76% 117 +42,624 New Q1 2026 May 05, 2026
SCHULHOFF & CO INC History No change 42,275 1,458 0.6% 0.59% 118 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 41,689 1,437 0.0% 0.0% 119 +187 0.45% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History No change 40,633 1,401 0.0% 0.0% 120 0 0.0% Q1 2026 May 18, 2026
Squarepoint Ops LLC History Reduced 38,417 1,325 0.0% 0.0% 121 -15,668 -28.97% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 38,159 1,316 0.0% 0.0% 122 -54,043 -58.61% Q1 2026 May 12, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 36,563 1,261 0.12% 0.12% 123 0 0.0% Q1 2026 Apr 09, 2026
ROYAL BANK OF CANADA History Reduced 33,323 1,149 0.0% 0.0% 124 -1,788 -5.09% Q1 2026 May 15, 2026
QSV Equity Investors LLC History No change 34,246 1,138 1.68% 1.68% 125 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 30,301 1,045 0.0% 0.0% 126 +21,373 239.39% Q1 2026 Apr 22, 2026
Fourthstone LLC History New 30,100 1,038 0.18% 127 +30,100 New Q1 2026 May 15, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 29,777 1,027 0.42% 0.41% 128 0 0.0% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 29,151 1,011 0.0% 0.0% 129 -868 -2.89% Q1 2026 Apr 08, 2026
Handelsbanken Fonder AB History Added to 29,000 1,000 0.0% 0.0% 130 +5,400 22.88% Q1 2026 Apr 28, 2026
&PARTNERS History Added to 29,414 991 0.0% 0.0% 131 +4,893 19.95% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 28,693 989 0.0% 0.0% 132 +1,135 4.12% Q1 2026 May 12, 2026
HRT FINANCIAL LP History Added to 27,971 964 0.0% 0.0% 133 +12,432 80.01% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 27,777 958 0.03% 0.03% 134 -93 -0.33% Q1 2026 May 13, 2026
Venture Visionary Partners LLC History Added to 27,571 950 0.03% 0.03% 135 +11 0.04% Q1 2026 May 14, 2026
Atlas Wealth LLC History No change 26,920 928 0.28% 0.27% 136 0 0.0% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 26,381 909 0.01% 0.0% 137 -310 -1.16% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 26,213 904 0.01% 0.01% 138 0 0.0% Q1 2026 Apr 29, 2026
Odyssean, LLC History Added to 25,826 890 0.32% 0.32% 139 +12,231 89.97% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 25,296 872 0.02% 0.02% 140 +261 1.04% Q1 2026 Apr 13, 2026
LSV ASSET MANAGEMENT History No change 24,918 859 0.0% 0.0% 141 0 0.0% Q1 2026 May 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 24,893 858 0.0% 0.0% 142 -4,555 -15.47% Q1 2026 May 04, 2026
SG Americas Securities, LLC History Reduced 24,786 855 0.0% 0.0% 143 -14,822 -37.42% Q1 2026 Apr 16, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,554 846 0.0% 0.0% 144 0 0.0% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 23,923 825 0.0% 0.0% 145 +4,485 23.07% Q1 2026 May 15, 2026
DiNuzzo Private Wealth, Inc. History Added to 22,736 784 0.08% 0.08% 146 +24 0.11% Q1 2026 Apr 08, 2026
BANK OF MONTREAL /CAN/ History Added to 22,730 783 0.0% 0.0% 147 +1,668 7.92% Q1 2026 May 13, 2026
Jain Global LLC History Added to 22,633 780 0.0% 0.0% 148 +2,945 14.96% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Added to 22,489 775 0.0% 0.0% 149 +424 1.92% Q1 2026 May 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 22,159 764 0.01% 0.01% 150 -16,696 -42.97% Q1 2026 May 08, 2026
Atria Investments, Inc History Reduced 22,150 763 0.01% 0.01% 151 -3,618 -14.04% Q1 2026 May 05, 2026
Focus Partners Wealth History Added to 21,819 753 0.0% 0.0% 152 +6,036 38.24% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 21,709 748 0.0% 153 +21,709 New Q1 2026 May 08, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 21,609 745 0.01% 0.01% 154 -87 -0.4% Q1 2026 Apr 20, 2026
KLP KAPITALFORVALTNING AS History Added to 21,163 736 0.0% 0.0% 155 +800 3.93% Q1 2026 Apr 29, 2026
Janney Capital Management LLC History No change 21,691 721 0.05% 0.05% 156 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 19,902 686 0.01% 0.01% 157 0 0.0% Q1 2026 May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 19,658 678 0.0% 158 +19,658 New Q1 2026 May 13, 2026
BARR E S & CO History Added to 19,464 671 0.04% 0.03% 159 +268 1.4% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 19,186 661 0.0% 0.0% 160 -7,351 -27.7% Q1 2026 May 15, 2026
Ancora Advisors LLC History Reduced 18,692 644 0.01% 0.01% 161 -1,600 -7.88% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 18,647 643 0.0% 0.0% 162 +317 1.73% Q1 2026 May 14, 2026
Cullen Capital Management, LLC History Reduced 18,391 634 0.01% 0.01% 164 -4,015 -17.92% Q1 2026 May 15, 2026
NTV ASSET MANAGEMENT LLC History No change 18,400 634 0.07% 0.06% 163 0 0.0% Q1 2026 Apr 28, 2026
RiverFront Investment Group, LLC History No change 18,000 620 0.01% 0.01% 165 0 0.0% Q1 2026 May 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 17,633 614 0.01% 0.01% 166 0 0.0% Q1 2026 May 14, 2026
DAVENPORT & Co LLC History No change 17,488 603 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 15, 2026
XTX Topco Ltd History New 16,925 583 0.01% 168 +16,925 New Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History New 16,608 572 0.01% 169 +16,608 New Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 16,580 571 0.0% 170 +16,580 New Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 16,541 570 0.0% 0.0% 171 -328 -1.94% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Added to 16,154 559 0.0% 0.0% 172 +207 1.3% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Added to 15,919 549 0.0% 0.0% 173 +1,500 10.4% Q1 2026 Apr 22, 2026
Canton Hathaway, LLC History No change 15,762 543 0.11% 0.1% 174 0 0.0% Q1 2026 Apr 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 15,076 519 0.0% 0.0% 175 0 0.0% Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History New 14,900 513 0.0% 176 +14,900 New Q1 2026 May 13, 2026
Inspire Investing, LLC History Added to 14,873 512 0.04% 0.04% 177 +825 5.87% Q1 2026 Apr 23, 2026
OXFORD ASSET MANAGEMENT LLP History New 14,796 510 0.22% 178 +14,796 New Q1 2026 May 15, 2026
AMG National Trust Bank History Added to 14,535 501 0.01% 0.01% 180 +3,500 31.72% Q1 2026 May 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,553 501 0.0% 0.0% 179 +1,212 9.08% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 14,246 491 0.01% 0.0% 182 +7,123 100.0% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 14,253 491 0.0% 0.0% 181 +2,039 16.69% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History Added to 14,227 490 0.0% 0.0% 183 +9,927 230.86% Q1 2026 May 01, 2026
Founders Financial Alliance, LLC History Added to 13,977 482 0.09% 0.05% 184 +5,849 71.96% Q1 2026 May 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 13,515 466 0.0% 0.0% 185 +267 2.02% Q1 2026 Apr 27, 2026
Appalachian Capital Management Ltd History Reduced 13,481 464 0.37% 0.6% 186 -9,045 -40.15% Q1 2026 Apr 27, 2026
Legato Capital Management LLC History Reduced 13,076 450 0.04% 0.13% 187 -32,162 -71.1% Q1 2026 May 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 12,927 445 0.01% 0.01% 188 0 0.0% Q1 2026 May 15, 2026
PARTHENON LLC History Added to 12,875 444 0.05% 0.03% 189 +4,915 61.75% Q1 2026 Apr 28, 2026
Watershed Asset Management, L.L.C. History No change 12,739 439 0.45% 0.4% 190 0 0.0% Q1 2026 May 06, 2026
EP Wealth Advisors, LLC History Reduced 12,627 435 0.0% 0.0% 191 -595 -4.5% Q1 2026 May 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 11,484 396 0.0% 0.0% 192 +2,296 24.99% Q1 2026 May 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 11,064 385 0.02% 0.01% 193 +4,607 71.35% Q1 2026 Apr 16, 2026
HBK Sorce Advisory LLC History Added to 11,218 384 0.01% 0.01% 194 +92 0.83% Q1 2026 May 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History New 11,000 379 0.02% 195 +11,000 New Q1 2026 May 12, 2026
Clearstead Advisors, LLC History Added to 10,742 370 0.0% 0.0% 196 +2,692 33.44% Q1 2026 May 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,603 369 0.03% 0.03% 197 0 0.0% Q1 2026 Apr 20, 2026
Commonwealth Financial Services, LLC History Added to 10,329 356 0.06% 0.05% 198 +342 3.42% Q1 2026 May 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 9,940 342 0.0% 0.0% 199 +1,700 20.63% Q1 2026 May 08, 2026
BFSG, LLC History No change 9,692 334 0.03% 0.03% 200 0 0.0% Q1 2026 Apr 28, 2026
COMERICA BANK History No change 10,025 333 0.0% 0.0% 201 0 0.0% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Added to 9,615 331 0.0% 0.0% 202 +1,224 14.59% Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History No change 9,127 314 0.04% 0.04% 203 0 0.0% Q1 2026 Apr 21, 2026
XPONANCE LLC History Added to 8,982 309 0.0% 0.0% 204 +1,476 19.66% Q1 2026 May 13, 2026
Stratos Wealth Partners, LTD. History New 8,877 306 0.0% 205 +8,877 New Q1 2026 Apr 28, 2026
Bill Few Associates, Inc. History Added to 8,601 296 0.07% 0.07% 206 +33 0.39% Q1 2026 Apr 08, 2026
Abel Hall, LLC History Added to 8,488 292 0.06% 0.05% 207 +2,454 40.67% Q1 2026 Apr 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 8,316 286 0.01% 0.01% 208 0 0.0% Q1 2026 May 11, 2026
McMillan Office, Inc. History No change 8,250 284 0.04% 0.03% 209 0 0.0% Q1 2026 Apr 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 7,612 279 0.02% 0.01% 210 0 0.0% Q1 2026 Apr 17, 2026
Ameritas Investment Partners, Inc. History No change 7,914 272 0.01% 0.01% 211 0 0.0% Q1 2026 May 13, 2026
Philip James Wealth Mangement, LLC History No change 7,845 270 0.03% 0.03% 212 0 0.0% Q1 2026 Apr 28, 2026
Bayview Asset Management, LLC History Reduced 7,500 258 0.1% 0.62% 213 -72,800 -90.66% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 7,235 249 0.0% 0.0% 214 -253 -3.38% Q1 2026 May 14, 2026
Plante Moran Financial Advisors, LLC History No change 7,200 248 0.02% 0.02% 215 0 0.0% Q1 2026 May 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 7,137 246 0.0% 0.0% 216 -5,810 -44.88% Q1 2026 May 01, 2026
Callan Family Office, LLC History Added to 6,986 240 0.01% 0.0% 217 +94 1.36% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 6,816 235 0.0% 0.0% 218 +169 2.54% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 6,712 231 0.01% 0.0% 219 +4,027 149.98% Q1 2026 May 15, 2026
HAZLETT, BURT & WATSON, INC. History No change 6,636 229 0.07% 0.07% 220 0 0.0% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 6,668 229 0.0% 0.0% 221 0 0.0% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Added to 6,594 227 0.0% 0.0% 222 +1 0.02% Q1 2026 Apr 15, 2026
Hennion & Walsh Asset Management, Inc. History New 6,571 226 0.01% 223 +6,571 New Q1 2026 May 13, 2026
Amundi History New 6,473 223 0.0% 225 +6,473 New Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 6,718 223 0.0% 0.0% 224 0 0.0% Q1 2026 Apr 21, 2026
Sanctuary Advisors, LLC History Added to 6,438 222 0.0% 0.0% 226 +207 3.32% Q1 2026 May 05, 2026
Focus Partners Advisor Solutions, LLC History Added to 6,435 221 0.0% 0.0% 227 +122 1.93% Q1 2026 May 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 6,350 214 0.04% 228 +6,350 New Q1 2026 May 12, 2026
TRUIST FINANCIAL CORP History Reduced 6,197 213 0.0% 0.0% 229 -617 -9.05% Q1 2026 Apr 27, 2026
Swiss Life Asset Management Ltd History New 6,077 209 0.0% 230 +6,077 New Q1 2026 May 14, 2026
CIBC WORLD MARKETS CORP History No change 6,267 208 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 12, 2026
ExodusPoint Capital Management, LP History New 5,989 206 0.0% 232 +5,989 New Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 5,814 200 0.0% 0.0% 233 +803 16.02% Q1 2026 Apr 07, 2026
CoreCap Advisors, LLC History Reduced 5,606 193 0.01% 0.01% 234 -1,887 -25.18% Q1 2026 Apr 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 5,391 179 0.0% 0.0% 235 +2,175 67.63% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 4,481 154 0.0% 0.0% 236 +103 2.35% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History No change 4,002 138 0.0% 0.0% 237 0 0.0% Q1 2026 Apr 20, 2026
Kentucky Trust Co History No change 3,831 132 0.07% 0.07% 238 0 0.0% Q1 2026 Apr 17, 2026
KBC Group NV History Added to 3,749 129 0.0% 0.0% 239 +1,033 38.03% Q1 2026 May 07, 2026
Cassaday & Co Wealth Management LLC History New 3,643 125 0.0% 240 +3,643 New Q1 2026 May 07, 2026
Rockefeller Capital Management L.P. History Added to 3,500 120 0.0% 0.0% 241 +928 36.08% Q1 2026 May 14, 2026
Hilltop National Bank History Added to 3,119 107 0.03% 0.02% 243 +144 4.84% Q1 2026 Apr 02, 2026
MAI Capital Management History Reduced 3,105 107 0.0% 0.0% 242 -106 -3.3% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,085 106 0.0% 0.0% 244 +614 24.85% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 3,031 104 0.0% 0.0% 245 -2,172 -41.75% Q1 2026 Apr 22, 2026
Roble, Belko & Company, Inc History No change 2,399 83 0.01% 0.01% 246 0 0.0% Q1 2026 Apr 16, 2026
EMC Capital Management History No change 2,215 74 0.03% 0.03% 247 0 0.0% Q4 2025 Mar 09, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 2,000 68 0.0% 0.0% 248 0 0.0% Q1 2026 Apr 27, 2026
Sound Income Strategies, LLC History No change 1,998 68 0.0% 0.0% 249 0 0.0% Q1 2026 Apr 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,834 63 0.0% 0.0% 250 -98 -5.07% Q1 2026 May 08, 2026
EverSource Wealth Advisors, LLC History Reduced 1,789 61 0.0% 0.0% 251 -123 -6.43% Q1 2026 May 15, 2026
Essential Partners LLC History Added to 1,699 58 0.02% 0.02% 252 +3 0.18% Q1 2026 May 21, 2026
GAMMA Investing LLC History Added to 1,669 57 0.0% 0.0% 253 +556 49.96% Q1 2026 Apr 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,548 53 0.0% 0.0% 255 -64 -3.97% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,548 53 0.0% 0.0% 254 0 0.0% Q1 2026 Apr 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,435 49 0.0% 0.0% 256 +307 27.22% Q1 2026 May 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,395 48 0.0% 257 +1,395 New Q1 2026 May 12, 2026
Covestor Ltd History Added to 1,236 42 0.03% 0.01% 258 +480 63.49% Q1 2026 May 05, 2026
FIRST HORIZON CORP History Reduced 1,147 39 0.0% 0.0% 259 -155 -11.9% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,080 37 0.0% 0.0% 260 0 0.0% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History No change 1,000 34 0.0% 0.0% 261 0 0.0% Q1 2026 May 04, 2026
Opal Wealth Advisors, LLC History New 935 32 0.01% 262 +935 New Q1 2026 Apr 14, 2026
Smartleaf Asset Management LLC History Added to 924 31 0.0% 0.0% 263 +121 15.07% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 861 30 0.0% 0.0% 264 +8 0.94% Q1 2026 Apr 30, 2026
EMERALD ADVISERS, LLC History No change 865 29 0.0% 0.0% 265 0 0.0% Q1 2026 May 04, 2026
True Wealth Design, LLC History No change 869 29 0.01% 0.01% 266 0 0.0% Q1 2026 Apr 13, 2026
Versant Capital Management, Inc History No change 836 28 0.0% 0.0% 267 0 0.0% Q1 2026 Apr 06, 2026
STRS OHIO History Reduced 800 27 0.0% 0.0% 268 -900 -52.94% Q1 2026 Apr 24, 2026
Optiver Holding B.V. History Added to 802 27 0.0% 0.0% 269 +234 41.2% Q1 2026 Jun 02, 2026
Advisory Services Network, LLC History New 744 25 0.0% 270 +744 New Q1 2026 May 15, 2026
Hilton Head Capital Partners, LLC History Reduced 683 23 0.01% 0.02% 271 -177 -20.58% Q1 2026 Apr 20, 2026
Parallel Advisors, LLC History No change 624 21 0.0% 0.0% 272 0 0.0% Q1 2026 Jun 02, 2026
Kemnay Advisory Services Inc. History New 602 20 0.0% 276 +602 New Q1 2026 May 15, 2026
PlanVest Financial, Inc History New 596 20 0.02% 277 +596 New Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 604 20 0.0% 0.0% 275 -14 -2.27% Q1 2026 Apr 07, 2026
Westside Investment Management, Inc. History No change 596 20 0.0% 0.0% 273 0 0.0% Q1 2026 May 04, 2026
FNY Investment Advisers, LLC History No change 600 20 0.01% 0.01% 274 0 0.0% Q1 2026 Apr 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 475 16 0.0% 0.0% 278 +49 11.5% Q1 2026 May 07, 2026
BESSEMER GROUP INC History No change 424 15 0.0% 0.0% 279 0 0.0% Q1 2026 May 06, 2026
Acumen Wealth Advisors, LLC History New 358 12 0.0% 280 +358 New Q1 2026 May 13, 2026
Arax Advisory Partners History Added to 347 11 0.0% 0.0% 281 +111 47.03% Q1 2026 May 13, 2026
DANSKE BANK A/S History Reduced 301 10 0.0% 0.0% 282 -1,900 -86.32% Q1 2026 May 12, 2026
Root Financial Partners, LLC History Added to 313 10 0.0% 0.0% 285 +107 51.94% Q1 2026 Apr 24, 2026
UMB Bank, n.a. History No change 294 10 0.0% 0.0% 283 0 0.0% Q1 2026 May 11, 2026
Kimelman & Baird, LLC History No change 300 10 0.0% 0.0% 284 0 0.0% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 280 9 0.0% 0.0% 286 0 0.0% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History No change 256 9 0.0% 0.0% 287 0 0.0% Q1 2026 Apr 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 248 8 0.0% 288 +248 New Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 182 6 0.0% 0.0% 289 -10 -5.21% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 190 6 0.0% 0.0% 290 0 0.0% Q1 2026 May 11, 2026
Independence Bank of Kentucky History No change 200 6 0.0% 0.0% 291 0 0.0% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 207 6 0.0% 0.0% 292 0 0.0% Q4 2025 Feb 06, 2026
LRI Investments, LLC History No change 179 6 0.0% 0.0% 293 0 0.0% Q1 2026 Apr 30, 2026
Aquatic Capital Management LLC History New 136 4 0.0% 296 +136 New Q1 2026 May 15, 2026
Blue Trust, Inc. History New 130 4 0.0% 297 +130 New Q1 2026 Apr 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 134 4 0.0% 0.0% 294 0 0.0% Q1 2026 May 12, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 130 4 0.0% 0.0% 295 0 0.0% Q1 2026 May 14, 2026
CVA Family Office, LLC History New 112 3 0.0% 299 +112 New Q1 2026 Apr 29, 2026
Red Tortoise LLC History No change 112 3 0.0% 0.0% 298 0 0.0% Q1 2026 Apr 21, 2026
Fortitude Family Office, LLC History Added to 60 2 0.0% 302 +38 172.73% Q1 2026 Apr 15, 2026
NewEdge Advisors, LLC History No change 78 2 0.0% 0.0% 300 0 0.0% Q1 2026 Jun 02, 2026
Physician Wealth Advisors, Inc. History No change 64 2 0.0% 0.0% 301 0 0.0% Q1 2026 Apr 24, 2026
Private Wealth Management Group, LLC History No change 75 2 0.0% 0.0% 303 0 0.0% Q1 2026 Apr 23, 2026
Torren Management, LLC History Reduced 45 1 0.0% 0.01% 311 -671 -93.72% Q1 2026 Apr 30, 2026
VANGUARD ADVISERS INC History New 36 1 0.0% 313 +36 New Q1 2026 May 08, 2026
SBI Securities Co., Ltd. History Added to 42 1 0.0% 308 +28 200.0% Q1 2026 Apr 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 51 1 0.0% 0.0% 307 +8 18.6% Q1 2026 Apr 20, 2026
Keating Financial Advisory Services, Inc. History Reduced 41 1 0.0% 0.0% 312 -7 -14.58% Q1 2026 May 15, 2026
CENTRAL TRUST Co History No change 30 1 0.0% 304 0 0.0% Q1 2026 Apr 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 35 1 0.0% 0.0% 305 0 0.0% Q1 2026 May 01, 2026
MassMutual Private Wealth & Trust, FSB History No change 35 1 0.0% 0.0% 306 0 0.0% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History No change 57 1 0.0% 0.0% 309 0 0.0% Q1 2026 Apr 17, 2026
Glen Eagle Advisors, LLC History No change 47 1 0.0% 0.0% 310 0 0.0% Q1 2026 May 15, 2026
F/m Investments LLC History Closed out 0 0 0.17% -137,551 -100.0% Q1 2026 May 11, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.06% -74,555 -100.0% Q1 2026 Apr 27, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -44,800 -100.0% Q1 2026 Apr 30, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -37,832 -100.0% Q1 2026 May 15, 2026
VARCOV Co. History Closed out 0 0 0.43% -32,633 -100.0% Q1 2026 May 15, 2026
CenterBook Partners LP History Closed out 0 0 0.04% -26,289 -100.0% Q1 2026 May 05, 2026
Clear Harbor Asset Management, LLC History Closed out 0 0 0.03% -15,280 -100.0% Q1 2026 May 05, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -12,444 -100.0% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -11,523 -100.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -9,781 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -8,548 -100.0% Q1 2026 May 08, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.01% -8,301 -100.0% Q1 2026 Apr 23, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -8,081 -100.0% Q1 2026 May 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -7,611 -100.0% Q1 2026 Apr 29, 2026
Curran Financial Partners, LLC History Closed out 0 0 0.04% -7,001 -100.0% Q1 2026 Apr 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -6,378 -100.0% Q1 2026 May 07, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.0% -6,072 -100.0% Q1 2026 Apr 07, 2026
CITY HOLDING CO History Closed out 0 0 0.02% -4,200 -100.0% Q1 2026 Apr 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 0.03% -3,500 -100.0% Q1 2026 Apr 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,976 -100.0% Q1 2026 May 08, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.01% -443 -100.0% Q1 2026 May 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.0% -351 -100.0% Q1 2026 Apr 28, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.0% -42 -100.0% Q1 2026 Apr 09, 2026
Bare Financial Services, Inc History Reduced 26 0 0.0% -23 -46.94% Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 10 0 +9 900.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History New 8 0 +8 New Q1 2026 May 11, 2026
HFM Investment Advisors, LLC History Added to 9 0 +6 200.0% Q1 2026 May 01, 2026
Owl Creek Wealth Partners LLC History New 5 0 +5 New Q1 2026 May 13, 2026
Vermillion Wealth Management, Inc. History New 4 0 +4 New Q1 2026 Apr 17, 2026
CURIO WEALTH, LLC History New 4 0 +4 New Q1 2026 May 11, 2026
Bay Harbor Wealth Management, LLC History Added to 11 0 +3 37.5% Q1 2026 Apr 14, 2026
Rialto Wealth Management, LLC History Added to 9 0 +3 50.0% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History New 3 0 +3 New Q1 2026 Apr 21, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 3 0 +3 New Q1 2026 May 08, 2026
ROSS\JOHNSON & Associates LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 08, 2026
Dunhill Financial, LLC History Reduced 1 0 -1 -50.0% Q1 2026 May 06, 2026
Transamerica Financial Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 15, 2026
Spire Wealth Management History No change 22 0 0 0.0% Q1 2026 Apr 22, 2026