WSFS FINANCIAL CORP - WSFS

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
BlackRock, Inc. History Reduced 7,650,537 500,804 0.01% 0.01% 1 -234,287 -2.97% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 5,956,546 329,039 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 3,560,556 233,071 0.05% 0.04% 3 -31,907 -0.89% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,257,822 213,257 0.01% 4 +3,257,822 New Q1 2026 May 08, 2026
STATE STREET CORP History Added to 2,902,744 190,013 0.01% 0.01% 5 +9,506 0.33% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 2,575,172 168,570 0.04% 0.03% 6 +109,380 4.44% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,367,989 155,008 0.0% 7 +2,367,989 New Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 1,542,692 100,989 0.17% 0.14% 8 -110,921 -6.71% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,360,553 89,076 0.01% 0.0% 9 -1,783 -0.13% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 1,096,799 70,666 0.0% 0.0% 10 -134,499 -10.92% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 944,868 61,851 0.01% 0.01% 11 -121,723 -11.41% Q1 2026 May 12, 2026
T. Rowe Price Investment Management, Inc. History Added to 908,558 59,475 0.04% 0.02% 12 +539,026 145.87% Q1 2026 May 15, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 878,588 57,512 0.19% 0.15% 13 +1,772 0.2% Q1 2026 Apr 24, 2026
COOKE & BIELER LP History Reduced 789,302 51,667 0.58% 0.61% 14 -266,600 -25.25% Q1 2026 May 04, 2026
BROWN ADVISORY INC History Reduced 744,889 48,760 0.08% 0.06% 15 -43,686 -5.54% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 737,587 48,282 0.0% 0.0% 16 +75,283 11.37% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 699,183 45,768 0.01% 0.01% 17 +2,632 0.38% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 691,361 45,256 0.02% 0.02% 18 +12,741 1.88% Q1 2026 May 15, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 675,496 44,217 0.45% 0.46% 19 -117,005 -14.76% Q1 2026 May 15, 2026
NORGES BANK History No change 709,500 39,192 0.0% 0.0% 20 0 0.0% Q4 2025 Feb 10, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 587,253 38,441 1.28% 1.04% 21 -46,721 -7.37% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 581,213 38,046 0.01% 0.0% 22 +652 0.11% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 530,175 34,705 0.03% 0.02% 23 -17,347 -3.17% Q1 2026 May 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History New 524,180 34,312 0.34% 24 +524,180 New Q1 2026 Apr 16, 2026
GOLDMAN SACHS GROUP INC History Added to 504,365 33,015 0.0% 0.0% 25 +34,174 7.27% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 430,394 28,173 0.0% 0.0% 26 -92,427 -17.68% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 427,481 27,982 0.01% 0.01% 27 +166,837 64.01% Q1 2026 May 04, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 495,707 27,382 0.01% 0.01% 28 -83,918 -14.48% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 416,739 26,916 0.01% 0.01% 29 +3,122 0.75% Q1 2026 May 14, 2026
Aberdeen Group plc History Added to 391,077 25,599 0.04% 0.03% 30 +7,865 2.05% Q1 2026 Apr 29, 2026
Bank of New York Mellon Corp History Reduced 387,125 25,341 0.0% 0.0% 31 -18,986 -4.68% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 349,163 22,856 0.01% 32 +349,163 New Q1 2026 May 08, 2026
Nuveen, LLC History Added to 273,840 17,925 0.0% 0.0% 33 +95,568 53.61% Q1 2026 Apr 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 256,875 16,815 0.01% 0.0% 34 +101,070 64.87% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 253,204 16,574 0.01% 0.01% 35 +148,794 142.51% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 251,148 16,440 0.12% 36 +251,148 New Q1 2026 May 15, 2026
UBS Group AG History Added to 248,889 16,292 0.0% 0.0% 37 +34,136 15.9% Q1 2026 May 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 231,396 15,147 0.02% 0.02% 38 -13,275 -5.43% Q1 2026 May 06, 2026
Fisher Asset Management, LLC History Reduced 227,911 14,919 0.01% 0.0% 39 -35 -0.02% Q1 2026 May 05, 2026
Clearbridge Investments, LLC History Added to 191,625 12,543 0.01% 0.01% 40 +43,928 29.74% Q1 2026 May 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 191,040 12,505 0.04% 0.04% 41 +1,778 0.94% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 174,419 11,417 0.01% 0.01% 42 +53,416 44.14% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 169,122 11,070 0.0% 0.0% 43 +21,586 14.63% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Reduced 148,954 9,750 0.01% 0.01% 44 -2,424 -1.6% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 145,383 9,516 0.0% 0.0% 45 -27,260 -15.79% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 144,762 9,476 0.04% 0.04% 46 -12,902 -8.18% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 143,552 9,396 0.0% 0.0% 47 -48,089 -25.09% Q1 2026 May 11, 2026
LORD, ABBETT & CO. LLC History Reduced 139,554 9,135 0.03% 0.02% 48 -2,722 -1.91% Q1 2026 May 14, 2026
Allspring Global Investments Holdings, LLC History Reduced 133,933 8,843 0.01% 0.02% 49 -44,471 -24.93% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 128,825 8,432 0.01% 0.0% 50 +106,071 466.16% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 123,941 8,114 0.0% 0.0% 51 -29,293 -19.12% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 122,416 8,013 0.0% 0.0% 52 -18,168 -12.92% Q1 2026 May 08, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 119,786 7,841 0.13% 0.1% 53 +6,280 5.53% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 118,637 7,765 0.0% 0.0% 54 +1,819 1.56% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 115,147 7,537 0.01% 0.0% 55 +91,159 380.02% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 111,854 7,321 0.0% 0.0% 56 -2,955 -2.57% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Added to 109,326 7,156 0.0% 0.0% 57 +52,431 92.15% Q1 2026 May 15, 2026
Swiss National Bank History Reduced 108,140 7,078 0.0% 0.0% 58 -1,900 -1.73% Q1 2026 May 07, 2026
FIRST TRUST ADVISORS LP History Added to 107,196 7,017 0.01% 0.0% 59 +16,286 17.91% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 101,307 6,631 0.0% 0.0% 60 -6,799 -6.29% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Added to 92,004 6,022 0.05% 0.04% 61 +12,886 16.29% Q1 2026 May 11, 2026
PRUDENTIAL FINANCIAL INC History Added to 90,835 5,946 0.01% 0.01% 62 +6,555 7.78% Q1 2026 May 13, 2026
Bridgewater Associates, LP History New 89,339 5,848 0.03% 63 +89,339 New Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History New 86,837 5,684 0.09% 64 +86,837 New Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 78,407 5,132 0.12% 0.1% 65 -290 -0.37% Q1 2026 Apr 30, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 76,606 5,014 0.01% 0.01% 66 -3,733 -4.65% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 71,417 4,674 0.05% 0.02% 67 +29,794 71.58% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 70,823 4,636 0.01% 0.0% 68 +70,480 20548.1% Q1 2026 May 06, 2026
Brandywine Global Investment Management, LLC History No change 81,019 4,475 0.03% 0.03% 69 0 0.0% Q4 2025 Feb 11, 2026
FMR LLC History Added to 68,020 4,452 0.0% 0.0% 70 +56,103 470.78% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 66,481 4,351 0.0% 0.0% 71 +13,525 25.54% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 64,041 4,192 0.0% 0.0% 72 -66,909 -51.1% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 63,500 4,156 0.01% 0.01% 73 -4,960 -7.25% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Reduced 51,497 3,370 0.0% 0.0% 74 -23,023 -30.9% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 59,253 3,273 0.18% 0.18% 75 0 0.0% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 49,827 3,261 0.0% 0.0% 76 +1,178 2.42% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 47,704 3,123 0.0% 0.0% 77 +17,110 55.93% Q1 2026 Apr 16, 2026
CITIGROUP INC History Reduced 47,352 3,099 0.0% 0.0% 78 -3,242 -6.41% Q1 2026 May 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 47,068 3,081 0.0% 79 +47,068 New Q1 2026 May 08, 2026
XTX Topco Ltd History Added to 46,526 3,045 0.05% 0.04% 80 +21,680 87.26% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 45,254 2,962 0.0% 0.0% 81 -1,570 -3.35% Q1 2026 May 06, 2026
CANADA LIFE ASSURANCE Co History Reduced 44,580 2,920 0.01% 0.0% 82 -2,731 -5.77% Q1 2026 May 14, 2026
Rafferty Asset Management, LLC History Reduced 42,977 2,813 0.01% 0.01% 83 -4,979 -10.38% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 50,755 2,803 0.01% 0.01% 84 0 0.0% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 42,059 2,753 0.06% 0.08% 85 -27,000 -39.1% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 41,146 2,693 0.0% 0.01% 86 -194,996 -82.58% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 40,230 2,633 0.04% 0.04% 87 -3,459 -7.92% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History Added to 38,625 2,528 0.01% 0.0% 88 +15,635 68.01% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 36,496 2,389 0.0% 0.0% 89 -1,920 -5.0% Q1 2026 May 01, 2026
Trexquant Investment LP History Reduced 35,838 2,345 0.02% 0.02% 90 -12,648 -26.09% Q1 2026 May 15, 2026
Oliver Luxxe Assets LLC History New 34,428 2,253 0.34% 91 +34,428 New Q1 2026 Apr 08, 2026
State of New Jersey Common Pension Fund D History Reduced 33,727 2,207 0.01% 0.01% 92 -6,877 -16.94% Q1 2026 May 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 33,587 2,199 0.0% 0.0% 93 +3,726 12.48% Q1 2026 Apr 27, 2026
Pathstone Holdings, LLC History Added to 32,926 2,155 0.01% 0.01% 94 +630 1.95% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 32,345 2,117 0.0% 0.0% 95 -72,413 -69.12% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 31,219 2,043 0.0% 0.01% 96 -105,905 -77.23% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 30,571 2,001 0.0% 97 +30,571 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Reduced 29,093 1,904 0.01% 0.01% 98 -2,071 -6.65% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 28,826 1,886 0.02% 0.02% 99 -1,456 -4.81% Q1 2026 Apr 20, 2026
FIFTH THIRD BANCORP History Added to 28,731 1,880 0.0% 0.0% 100 +28,490 11821.58% Q1 2026 May 01, 2026
Aristotle Capital Boston, LLC History Reduced 28,322 1,850 0.11% 0.09% 101 -472 -1.64% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Reduced 28,225 1,847 0.02% 0.02% 102 -1,547 -5.2% Q1 2026 May 05, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 27,389 1,792 0.03% 0.03% 103 -7,540 -21.59% Q1 2026 Apr 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 27,101 1,774 0.0% 0.0% 104 +9,700 55.74% Q1 2026 May 08, 2026
COMERICA BANK History No change 31,345 1,731 0.01% 0.01% 105 0 0.0% Q4 2025 Jan 29, 2026
HRT FINANCIAL LP History New 26,405 1,728 0.0% 106 +26,405 New Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History New 26,358 1,725 0.0% 107 +26,358 New Q1 2026 May 15, 2026
LPL Financial LLC History Added to 25,412 1,663 0.0% 0.0% 108 +3,308 14.97% Q1 2026 May 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 25,054 1,640 0.0% 0.0% 109 -919 -3.54% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 24,576 1,608 0.01% 0.01% 110 -11 -0.04% Q1 2026 Apr 24, 2026
IEQ CAPITAL, LLC History Added to 24,427 1,598 0.01% 0.0% 111 +13,602 125.65% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Reduced 23,700 1,551 0.03% 0.02% 112 -1,300 -5.2% Q1 2026 Apr 20, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 23,077 1,510 0.0% 0.0% 114 -16,400 -41.54% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 23,138 1,510 0.0% 0.0% 113 +4,145 21.82% Q1 2026 Apr 30, 2026
JANUS HENDERSON GROUP PLC History No change 23,021 1,507 0.0% 0.0% 115 0 0.0% Q1 2026 May 18, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 22,600 1,479 0.0% 0.0% 116 0 0.0% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 21,545 1,410 0.0% 0.0% 117 -512 -2.32% Q1 2026 May 08, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 21,255 1,391 0.01% 0.0% 118 +11,169 110.74% Q1 2026 Apr 30, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 20,838 1,364 0.45% 0.53% 119 -11,747 -36.05% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 20,570 1,346 0.0% 0.0% 120 +1,214 6.27% Q1 2026 May 13, 2026
SALZHAUER MICHAEL History No change 19,329 1,265 0.6% 0.44% 121 0 0.0% Q1 2026 May 05, 2026
Creative Planning History Reduced 18,992 1,243 0.0% 0.0% 122 -10,756 -36.16% Q1 2026 May 12, 2026
Integrated Quantitative Investments LLC History New 18,034 1,180 0.21% 123 +18,034 New Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 17,870 1,169 0.0% 0.0% 124 +14,026 364.88% Q1 2026 May 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 17,814 1,166 0.0% 125 +17,814 New Q1 2026 Apr 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 17,811 1,165 0.0% 0.0% 126 +2,432 15.81% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 17,812 1,164 0.0% 0.0% 127 +11,690 190.95% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 17,521 1,146 0.0% 0.0% 128 +5,260 42.9% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 17,336 1,134 0.0% 0.0% 129 +372 2.19% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 16,751 1,096 0.0% 0.0% 130 +5,424 47.89% Q1 2026 May 15, 2026
Mariner, LLC History Added to 16,193 1,059 0.0% 0.0% 131 +4,545 39.02% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Added to 15,710 1,028 0.02% 0.02% 132 +3,117 24.75% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History No change 15,705 1,028 0.0% 0.0% 133 0 0.0% Q1 2026 Apr 28, 2026
AMALGAMATED BANK History Reduced 15,429 1,010 0.01% 0.01% 134 -503 -3.16% Q1 2026 May 08, 2026
Man Group plc History Reduced 15,335 1,003 0.0% 0.0% 135 -3,322 -17.81% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 15,019 983 0.01% 0.0% 136 -572 -3.67% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 14,753 965 0.0% 137 +14,753 New Q1 2026 May 08, 2026
LOUNTZIS ASSET MANAGEMENT, LLC History No change 14,621 957 0.35% 0.29% 138 0 0.0% Q1 2026 May 07, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 14,486 948 0.08% 0.07% 139 -11,407 -44.05% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 14,442 945 0.01% 0.01% 140 -403 -2.71% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 14,412 943 0.01% 0.01% 141 -410 -2.77% Q1 2026 Apr 24, 2026
Horizon Investments, LLC History New 14,277 932 0.01% 142 +14,277 New Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 14,168 927 0.0% 0.0% 143 +4,730 50.12% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History New 14,117 924 0.01% 144 +14,117 New Q1 2026 May 12, 2026
Mill Creek Capital Advisors, LLC History No change 14,085 922 0.02% 0.02% 145 0 0.0% Q1 2026 May 14, 2026
Verdence Capital Advisors LLC History No change 14,000 916 0.05% 0.05% 146 0 0.0% Q1 2026 Apr 30, 2026
Janney Montgomery Scott LLC History Added to 13,828 905 0.0% 0.0% 147 +6,297 83.61% Q1 2026 Apr 22, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 13,571 889 0.01% 0.01% 148 -750 -5.24% Q1 2026 May 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 13,208 864 0.0% 0.0% 149 -328 -2.42% Q1 2026 May 01, 2026
SummerHaven Investment Management, LLC History Reduced 12,953 847 0.52% 0.46% 150 -1,609 -11.05% Q1 2026 Apr 24, 2026
GLENMEDE TRUST CO NA History Added to 12,804 838 0.0% 0.0% 151 +503 4.09% Q1 2026 May 26, 2026
Qube Research & Technologies Ltd History Reduced 12,247 801 0.0% 0.01% 152 -164,381 -93.07% Q1 2026 May 15, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 12,203 798 0.01% 0.01% 153 -300 -2.4% Q1 2026 Apr 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 12,112 792 0.0% 0.0% 154 -887 -6.82% Q1 2026 May 12, 2026
Tidal Investments LLC History Added to 11,975 783 0.0% 0.0% 155 +2,519 26.64% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History No change 11,930 780 0.0% 0.0% 156 0 0.0% Q1 2026 Apr 29, 2026
BAILARD, INC. History New 11,800 772 0.02% 157 +11,800 New Q1 2026 May 11, 2026
UNIVEST FINANCIAL Corp History No change 11,616 760 0.04% 0.03% 158 0 0.0% Q1 2026 May 01, 2026
Sippican Capital Advisors History Added to 11,089 725 0.5% 0.38% 159 +451 4.24% Q1 2026 Apr 23, 2026
MARSHALL WACE, LLP History New 10,700 700 0.0% 160 +10,700 New Q1 2026 May 14, 2026
Modera Wealth Management, LLC History Reduced 10,214 668 0.01% 0.01% 161 -5 -0.05% Q1 2026 May 06, 2026
&PARTNERS History Reduced 10,081 653 0.0% 0.0% 162 -54 -0.53% Q1 2026 May 15, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 9,270 606 0.25% 0.22% 163 0 0.0% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,199 602 0.0% 0.0% 164 -778 -7.8% Q1 2026 May 12, 2026
Pictet Asset Management Holding SA History Added to 8,945 585 0.0% 0.0% 165 +909 11.31% Q1 2026 Apr 22, 2026
CWM, LLC History Added to 8,708 570 0.0% 0.0% 166 +3,401 64.09% Q1 2026 May 14, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 8,663 567 0.03% 0.05% 167 -8,846 -50.52% Q1 2026 May 04, 2026
Equitable Holdings, Inc. History Added to 10,250 566 0.0% 0.0% 168 +23 0.22% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,596 563 0.0% 0.0% 169 0 0.0% Q1 2026 May 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 8,388 549 0.0% 0.01% 170 -32,174 -79.32% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 8,610 546 0.0% 0.0% 171 +8,174 1874.77% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 8,314 544 0.0% 0.0% 172 -2,558 -23.53% Q1 2026 Apr 24, 2026
Lido Advisors, LLC History Added to 8,253 540 0.0% 0.0% 173 +1,624 24.5% Q1 2026 May 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 8,078 528 0.0% 0.0% 174 -41,934 -83.85% Q1 2026 May 14, 2026
ALPS ADVISORS INC History New 7,900 517 0.0% 175 +7,900 New Q1 2026 May 08, 2026
Pine Valley Investments Ltd Liability Co History Added to 7,806 510 0.02% 0.02% 176 +107 1.39% Q1 2026 Jun 08, 2026
Maryland State Retirement & Pension System History Reduced 7,764 508 0.01% 0.01% 177 -282 -3.5% Q1 2026 May 04, 2026
Vanguard Personalized Indexing Management, LLC History Added to 7,436 486 0.0% 0.0% 178 +791 11.9% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 7,330 479 0.0% 0.0% 179 +6 0.08% Q1 2026 May 12, 2026
DGS Capital Management, LLC History Added to 7,156 468 0.08% 0.06% 180 +1,175 19.65% Q1 2026 Apr 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 6,912 458 0.0% 0.0% 182 -256 -3.57% Q1 2026 Apr 08, 2026
Haverford Trust Co History No change 7,000 458 0.0% 0.0% 181 0 0.0% Q1 2026 May 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 6,973 456 0.0% 0.0% 183 +1,850 36.11% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 6,761 442 0.0% 0.0% 184 +1,131 20.09% Q1 2026 May 14, 2026
JMN Financial LLC History Added to 6,563 429 0.42% 0.32% 185 +719 12.3% Q1 2026 May 15, 2026
PLANNING DIRECTIONS INC History Added to 6,525 427 0.22% 0.17% 186 +330 5.33% Q1 2026 Apr 15, 2026
COMMERCE BANK History New 6,515 426 0.0% 187 +6,515 New Q1 2026 May 11, 2026
ROYCE & ASSOCIATES LP History Reduced 6,354 415 0.0% 0.0% 188 -2,378 -27.23% Q1 2026 May 12, 2026
EntryPoint Capital, LLC History No change 6,315 413 0.12% 0.14% 189 0 0.0% Q1 2026 May 14, 2026
STRS OHIO History No change 6,300 412 0.0% 0.0% 190 0 0.0% Q1 2026 Apr 24, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 6,112 400 0.0% 0.0% 191 -137 -2.19% Q1 2026 May 07, 2026
Westover Capital Advisors, LLC History No change 6,115 400 0.07% 0.06% 192 0 0.0% Q1 2026 May 05, 2026
Swiss Life Asset Management Ltd History New 5,761 377 0.0% 193 +5,761 New Q1 2026 May 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 5,756 376 0.02% 194 +5,756 New Q1 2026 May 06, 2026
GTS SECURITIES LLC History New 5,690 372 0.01% 195 +5,690 New Q1 2026 May 14, 2026
BLB&B Advisors, LLC History No change 5,610 367 0.02% 0.01% 196 0 0.0% Q1 2026 Apr 28, 2026
HighTower Advisors, LLC History Reduced 5,561 363 0.0% 0.0% 197 -61 -1.09% Q1 2026 May 05, 2026
FineMark National Bank & Trust History No change 6,515 359 0.01% 0.01% 198 0 0.0% Q4 2025 Feb 12, 2026
DRW Securities, LLC History Reduced 5,478 358 0.0% 0.01% 199 -402 -6.84% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 5,451 356 0.0% 0.0% 200 +1,094 25.11% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Reduced 5,405 353 0.0% 0.0% 201 -940 -14.81% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 5,327 348 0.0% 202 +5,327 New Q1 2026 May 15, 2026
Numerai GP LLC History Reduced 5,171 338 0.03% 0.58% 203 -81,976 -94.07% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 5,122 335 0.0% 0.0% 204 +691 15.59% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Added to 5,126 335 0.01% 0.01% 205 +44 0.87% Q1 2026 May 01, 2026
Strid Group, LLC History No change 5,103 334 0.04% 0.03% 206 0 0.0% Q1 2026 Apr 29, 2026
Allegheny Financial Group History Reduced 4,963 324 0.04% 0.04% 207 -166 -3.24% Q1 2026 Apr 16, 2026
Kestra Advisory Services, LLC History Reduced 4,781 312 0.0% 0.0% 208 -58 -1.2% Q1 2026 Apr 30, 2026
Counterpoint Mutual Funds LLC History Reduced 4,754 311 0.05% 0.02% 209 -372 -7.26% Q1 2026 Apr 27, 2026
Hillsdale Investment Management Inc. History New 4,620 302 0.01% 210 +4,620 New Q1 2026 May 04, 2026
Cambria Investment Management, L.P. History New 4,575 299 0.02% 211 +4,575 New Q1 2026 May 14, 2026
Brooklyn Investment Group History New 4,557 298 0.01% 212 +4,557 New Q1 2026 Apr 29, 2026
Jacobi Capital Management LLC History No change 4,500 294 0.02% 0.01% 213 0 0.0% Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History New 4,489 293 0.0% 215 +4,489 New Q1 2026 May 15, 2026
Savant Capital, LLC History Added to 4,491 293 0.0% 0.0% 214 +577 14.74% Q1 2026 May 04, 2026
AFFINITY WEALTH MANAGEMENT LLC History Reduced 4,450 291 0.04% 0.03% 216 -10 -0.22% Q1 2026 Apr 10, 2026
Ameritas Investment Partners, Inc. History Reduced 4,373 286 0.01% 0.01% 217 -306 -6.54% Q1 2026 May 13, 2026
Fieldview Capital Management, LLC History Reduced 4,345 284 0.08% 0.1% 219 -6,757 -60.86% Q1 2026 May 14, 2026
Ascent Group, LLC History Added to 4,343 284 0.01% 0.01% 218 +17 0.39% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 4,296 281 0.01% 0.05% 220 -37,479 -89.72% Q1 2026 Apr 27, 2026
M&T BANK CORP History New 4,250 278 0.0% 221 +4,250 New Q1 2026 May 12, 2026
Cornerstone Investment Partners, LLC History New 4,225 276 0.01% 222 +4,225 New Q1 2026 May 08, 2026
PROFUND ADVISORS LLC History Reduced 4,129 270 0.01% 0.01% 223 -2,452 -37.26% Q1 2026 Apr 24, 2026
Prosperity Advisers, LLC History No change 4,112 269 0.22% 0.19% 224 0 0.0% Q1 2026 Apr 23, 2026
STEPHENS INC /AR/ History No change 4,101 268 0.0% 0.0% 225 0 0.0% Q1 2026 Apr 28, 2026
Lansing Street Advisors History Added to 4,092 267 0.07% 0.06% 226 +11 0.27% Q1 2026 Apr 28, 2026
Ensign Peak Advisors, Inc History No change 4,057 265 0.0% 0.0% 227 0 0.0% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 4,047 264 0.0% 0.0% 228 +202 5.25% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,035 264 0.03% 0.02% 229 +37 0.93% Q1 2026 May 11, 2026
TRUIST FINANCIAL CORP History Reduced 4,021 263 0.0% 0.0% 230 -289 -6.71% Q1 2026 Apr 27, 2026
Stillwater Private Wealth, LLC History New 3,953 258 0.22% 231 +3,953 New Q1 2026 Jun 03, 2026
Polymer Capital Management (US) LLC History New 3,929 257 0.03% 232 +3,929 New Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 3,919 256 0.0% 0.0% 233 +274 7.52% Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History No change 3,867 253 0.0% 0.0% 234 0 0.0% Q1 2026 May 11, 2026
Vise Technologies, Inc. History No change 4,567 252 0.0% 0.0% 235 0 0.0% Q1 2026 Apr 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 3,686 241 0.0% 236 +3,686 New Q1 2026 May 13, 2026
CHOREO, LLC History New 3,653 239 0.0% 237 +3,653 New Q1 2026 May 12, 2026
CIBC Asset Management Inc History Reduced 3,565 233 0.0% 0.0% 238 -105 -2.86% Q1 2026 May 12, 2026
DnB Asset Management AS History New 3,476 227 0.0% 239 +3,476 New Q1 2026 May 14, 2026
Bayforest Capital Ltd History New 3,363 220 0.25% 240 +3,363 New Q1 2026 Apr 15, 2026
Sensenig Capital Advisors, Inc History New 3,300 216 0.22% 241 +3,300 New Q1 2026 Apr 14, 2026
Sanctuary Advisors, LLC History New 3,255 213 0.0% 242 +3,255 New Q1 2026 May 05, 2026
BDFS Capital LLC History New 3,252 212 0.1% 243 +3,252 New Q1 2026 Apr 15, 2026
FourThought Financial Partners, LLC History New 3,221 210 0.02% 244 +3,221 New Q1 2026 May 07, 2026
Smartleaf Asset Management LLC History Reduced 3,243 209 0.01% 0.01% 246 -291 -8.23% Q1 2026 May 15, 2026
ASSETMARK, INC History No change 3,194 209 0.0% 0.0% 245 0 0.0% Q1 2026 May 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,179 208 0.0% 0.0% 247 -41,769 -92.93% Q1 2026 May 15, 2026
INCEPTIONR LLC History New 3,162 206 0.05% 248 +3,162 New Q1 2026 May 14, 2026
CIBC WORLD MARKETS CORP History No change 3,705 204 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History New 3,110 203 0.0% 250 +3,110 New Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 3,018 197 0.01% 0.0% 252 +1,680 125.56% Q1 2026 May 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 3,019 197 0.03% 0.02% 251 0 0.0% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 2,959 193 0.0% 0.0% 253 -36 -1.2% Q1 2026 May 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,905 190 0.0% 0.0% 254 +25 0.87% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 2,613 171 0.0% 0.0% 255 -70 -2.61% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History No change 2,400 157 0.0% 0.0% 256 0 0.0% Q1 2026 May 11, 2026
GAMMA Investing LLC History Added to 2,158 141 0.01% 0.01% 257 +163 8.17% Q1 2026 Apr 06, 2026
KBC Group NV History No change 1,913 125 0.0% 0.0% 258 0 0.0% Q1 2026 May 07, 2026
Clearstead Advisors, LLC History Added to 1,894 123 0.0% 0.0% 259 +1,113 142.51% Q1 2026 May 06, 2026
Sterling Capital Management LLC History Reduced 1,786 116 0.0% 0.0% 260 -1,445 -44.72% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 1,869 103 0.0% 0.0% 261 0 0.0% Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,500 98 0.01% 0.01% 262 0 0.0% Q1 2026 Apr 15, 2026
Seneschal Advisors, LLC History No change 1,450 94 0.07% 0.06% 263 0 0.0% Q1 2026 May 08, 2026
New Age Alpha Advisors, LLC History Reduced 1,304 85 0.0% 0.0% 264 -31 -2.32% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 1,263 82 0.0% 265 +1,263 New Q1 2026 Apr 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,217 79 0.0% 0.0% 266 +69 6.01% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 1,176 77 0.0% 0.0% 267 -2,100 -64.1% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Added to 1,075 70 0.0% 0.0% 268 +524 95.1% Q1 2026 May 14, 2026
SouthState Bank Corp History No change 1,000 65 0.0% 0.0% 269 0 0.0% Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History Added to 936 61 0.0% 0.0% 270 +20 2.18% Q1 2026 Apr 17, 2026
Key FInancial Inc History No change 851 55 0.01% 0.01% 271 0 0.0% Q1 2026 Apr 24, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 788 51 0.0% 0.0% 272 +34 4.51% Q1 2026 May 14, 2026
VSM Wealth Advisory, LLC History No change 750 49 0.01% 0.01% 273 0 0.0% Q1 2026 May 05, 2026
Essential Partners LLC History No change 694 45 0.02% 0.01% 274 0 0.0% Q1 2026 May 21, 2026
FIRST HORIZON CORP History Reduced 611 39 0.0% 0.0% 275 -206 -25.21% Q1 2026 Apr 30, 2026
Aquatic Capital Management LLC History Reduced 564 36 0.0% 0.0% 277 -1,355 -70.61% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 554 36 0.0% 0.0% 276 +238 75.32% Q1 2026 Apr 28, 2026
Parkside Financial Bank & Trust History Reduced 511 33 0.0% 0.01% 278 -1,087 -68.02% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Reduced 496 32 0.0% 0.0% 279 -110 -18.15% Q1 2026 Jun 02, 2026
Allworth Financial LP History Added to 467 30 0.0% 0.0% 281 +216 86.06% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 470 30 0.0% 0.0% 280 0 0.0% Q1 2026 May 11, 2026
Root Financial Partners, LLC History Added to 431 28 0.0% 0.0% 283 +207 92.41% Q1 2026 Apr 24, 2026
Costello Asset Management, INC History No change 430 28 0.01% 0.01% 282 0 0.0% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History No change 410 26 0.0% 0.0% 284 0 0.0% Q1 2026 Apr 13, 2026
Salomon & Ludwin, LLC History No change 360 23 0.0% 0.0% 285 0 0.0% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 324 21 0.0% 0.0% 286 +44 15.71% Q1 2026 Apr 06, 2026
Kemnay Advisory Services Inc. History Reduced 297 19 0.0% 0.0% 287 -138 -31.72% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 270 17 0.0% 0.0% 288 +14 5.47% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 237 16 0.01% 0.01% 291 -133 -35.95% Q1 2026 May 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 253 16 0.0% 0.0% 289 +53 26.5% Q1 2026 May 07, 2026
Parallel Advisors, LLC History No change 251 16 0.0% 0.0% 290 0 0.0% Q1 2026 Jun 02, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 203 13 0.0% 292 +203 New Q1 2026 May 08, 2026
Ares Financial Consulting, LLC History New 176 11 0.01% 293 +176 New Q1 2026 Apr 02, 2026
PRIVATE TRUST CO NA History Added to 159 10 0.0% 0.0% 294 +50 45.87% Q1 2026 Apr 30, 2026
Bare Financial Services, Inc History Added to 144 9 0.0% 0.0% 295 +38 35.85% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 130 8 0.0% 297 +130 New Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 131 8 0.0% 0.0% 296 +18 15.93% Q1 2026 May 14, 2026
Vanguard National Trust Co History New 120 7 0.0% 299 +120 New Q1 2026 May 08, 2026
Private Wealth Management Group, LLC History Reduced 109 7 0.0% 0.0% 298 -6 -5.22% Q1 2026 Apr 23, 2026
Rossby Financial, LCC History New 93 6 0.0% 302 +93 New Q1 2026 May 11, 2026
Keating Financial Advisory Services, Inc. History Added to 106 6 0.0% 0.0% 301 +76 253.33% Q1 2026 May 15, 2026
MAI Capital Management History Added to 92 6 0.0% 0.0% 300 +38 70.37% Q1 2026 May 15, 2026
CVA Family Office, LLC History New 84 5 0.0% 303 +84 New Q1 2026 Apr 29, 2026
WPG Advisers, LLC History No change 63 4 0.0% 0.0% 304 0 0.0% Q1 2026 Apr 29, 2026
Fortitude Family Office, LLC History Added to 54 3 0.0% 0.0% 308 +32 145.45% Q1 2026 Apr 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 47 3 0.0% 0.0% 306 +4 9.3% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 55 3 0.0% 0.0% 305 +3 5.77% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History No change 60 3 0.0% 0.0% 307 0 0.0% Q1 2026 Apr 27, 2026
Torren Management, LLC History Reduced 31 2 0.0% 0.02% 315 -604 -95.12% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Reduced 37 2 0.0% 0.0% 311 -41 -52.56% Q1 2026 May 13, 2026
JCSD Capital, LLC History New 35 2 0.0% 316 +35 New Q1 2026 Apr 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 31 2 0.0% 0.0% 310 -4 -11.43% Q1 2026 Apr 23, 2026
MassMutual Private Wealth & Trust, FSB History No change 33 2 0.0% 0.0% 309 0 0.0% Q1 2026 Apr 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 31 2 0.0% 0.0% 312 0 0.0% Q1 2026 May 13, 2026
N.E.W. Advisory Services LLC History No change 36 2 0.0% 0.0% 313 0 0.0% Q1 2026 May 04, 2026
True Wealth Design, LLC History No change 36 2 0.0% 0.0% 314 0 0.0% Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History Added to 18 1 0.0% 318 +9 100.0% Q1 2026 Apr 23, 2026
Rialto Wealth Management, LLC History Added to 25 1 0.0% 0.0% 320 +2 8.7% Q1 2026 May 14, 2026
CBIZ Investment Advisory Services, LLC History No change 16 1 0.0% 317 0 0.0% Q1 2026 May 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 22 1 0.0% 0.0% 319 0 0.0% Q1 2026 May 06, 2026
Boston Partners History Closed out 0 0 0.02% -340,772 -100.0% Q1 2026 May 11, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -222,041 -100.0% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.09% -58,487 -100.0% Q1 2026 May 18, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.02% -57,013 -100.0% Q1 2026 May 14, 2026
DENALI ADVISORS LLC History Closed out 0 0 0.27% -43,900 -100.0% Q1 2026 May 08, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.11% -40,179 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.04% -19,353 -100.0% Q1 2026 May 13, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 0.02% -18,544 -100.0% Q1 2026 May 11, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.07% -18,330 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 0.05% -17,395 -100.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Closed out 0 0 0.01% -17,252 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -14,450 -100.0% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -13,506 -100.0% Q1 2026 Apr 20, 2026
GAMCO INVESTORS, INC. ET AL History Closed out 0 0 0.01% -11,809 -100.0% Q1 2026 May 14, 2026
MQS Management LLC History Closed out 0 0 0.24% -7,490 -100.0% Q1 2026 Apr 23, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -5,674 -100.0% Q1 2026 Apr 23, 2026
Ethos Financial Group, LLC History Closed out 0 0 0.02% -5,257 -100.0% Q1 2026 May 05, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -4,283 -100.0% Q1 2026 May 14, 2026
Weiss Asset Management LP History Closed out 0 0 0.0% -4,257 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.05% -3,848 -100.0% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -3,666 -100.0% Q1 2026 Apr 30, 2026
POM Investment Strategies, LLC History Closed out 0 0 0.04% -1,506 -100.0% Q1 2026 May 11, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 12, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -95 -100.0% Q1 2026 Jun 02, 2026
Quarry LP History Closed out 0 0 0.0% -84 -100.0% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -27 -100.0% Q1 2026 May 01, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.0% -22 -100.0% Q1 2026 Apr 09, 2026
Bruce G. Allen Investments, LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -9 -100.0% Q1 2026 Apr 28, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 04, 2026
Bay Harbor Wealth Management, LLC History Added to 12 0 +6 100.0% Q1 2026 Apr 14, 2026
Larson Financial Group LLC History Added to 14 0 +5 55.56% Q1 2026 May 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 6 0 +5 500.0% Q1 2026 Apr 21, 2026
Advisory Services Network, LLC History New 4 0 +4 New Q1 2026 May 15, 2026
Abound Wealth Management History Closed out 0 0 -4 -100.0% Q1 2026 Apr 10, 2026
Stone House Investment Management, LLC History New 3 0 +3 New Q1 2026 Apr 22, 2026
Vermillion Wealth Management, Inc. History New 3 0 +3 New Q1 2026 Apr 17, 2026
CURIO WEALTH, LLC History New 3 0 +3 New Q1 2026 May 11, 2026
GHP Investment Advisors, Inc. History New 1 0 +1 New Q1 2026 Apr 21, 2026
CIBC Private Wealth Group LLC History No change 12 0 0 0.0% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 9 0 0 0.0% Q1 2026 Apr 23, 2026
Manchester Capital Management LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4 0 0 0.0% Q1 2026 Apr 27, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
DiNuzzo Private Wealth, Inc. History No change 12 0 0 0.0% Q1 2026 Apr 08, 2026
Ankerstar Wealth, LLC History No change 7 0 0 0.0% Q1 2026 May 13, 2026
HFM Investment Advisors, LLC History No change 5 0 0 0.0% Q1 2026 May 01, 2026