WATSCO INC - WSO

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 Added to 4,090,056 1,487,921 0.03% 0.02% 1 +404,775 10.98% Q1 2026 May 13, 2026
Capital International Investors History Reduced 3,477,231 1,264,431 0.3% 0.25% 2 -1,165,662 -25.11% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,523,522 1,187,250 0.02% 0.02% 3 0 0.0% Q4 2025 Jan 29, 2026
Capital Research Global Investors History New 1,898,603 690,677 0.11% — 4 +1,898,603 New Q1 2026 May 13, 2026
FMR LLC History Reduced 1,890,322 687,680 0.04% 0.03% 5 -76,577 -3.89% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,751,054 637,015 0.03% — 6 +1,751,054 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,567,499 570,240 0.01% — 7 +1,567,499 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,340,401 487,195 0.07% 0.08% 8 -219,564 -14.07% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,329,205 483,551 1.42% 1.27% 9 -77,679 -5.52% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 1,273,941 463,446 0.02% 0.01% 10 +33,305 2.68% Q1 2026 May 15, 2026
BAILLIE GIFFORD & CO History Added to 1,137,258 413,723 0.42% 0.26% 11 +219,766 23.95% Q1 2026 May 08, 2026
MORGAN STANLEY History Added to 891,581 324,346 0.02% 0.02% 12 +66,126 8.01% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 654,030 237,450 0.01% 0.01% 13 +16,016 2.51% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 582,700 211,980 0.61% 0.61% 14 -92,740 -13.73% Q1 2026 May 08, 2026
MARKEL GROUP INC. History Added to 582,169 211,787 1.77% 1.55% 15 +4,500 0.78% Q1 2026 May 01, 2026
GOLDMAN SACHS GROUP INC History Added to 562,040 204,459 0.02% 0.01% 16 +255,721 83.48% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Added to 545,278 198,366 1.08% 0.85% 17 +75,101 15.97% Q1 2026 Apr 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 427,462 155,504 0.05% 0.04% 18 +33,592 8.53% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 421,188 153,224 0.03% 0.03% 19 -5,167 -1.21% Q1 2026 May 11, 2026
UBS Group AG History Added to 363,127 132,101 0.02% 0.01% 20 +176,252 94.32% Q1 2026 May 05, 2026
Capital World Investors History Reduced 339,018 123,331 0.02% 0.02% 21 -95,000 -21.89% Q1 2026 May 13, 2026
Hamlin Capital Management, LLC History Reduced 337,335 122,719 2.96% 2.75% 22 -2,987 -0.88% Q1 2026 Apr 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 330,883 120,357 0.21% 0.25% 23 -65,631 -16.55% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 325,306 118,343 0.02% 0.01% 24 +6,144 1.93% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 316,075 114,984 0.01% 0.0% 25 +200,475 173.42% Q1 2026 May 15, 2026
NORGES BANK History No change 328,989 110,852 0.01% 0.01% 26 0 0.0% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 301,096 109,535 0.09% 0.19% 27 -103,707 -25.62% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 292,356 106,356 0.03% 0.02% 28 +73,770 33.75% Q1 2026 May 04, 2026
BAHL & GAYNOR INC History Added to 261,924 95,285 0.48% 0.44% 29 +1,138 0.44% Q1 2026 May 07, 2026
SG Capital Management LLC History New 261,191 95,018 6.31% — 30 +261,191 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 251,778 91,594 0.02% 0.02% 31 -2,422 -0.95% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 239,606 87,166 0.01% 0.01% 32 +26,003 12.17% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 237,182 86,305 0.02% 0.02% 33 +1,670 0.71% Q1 2026 May 07, 2026
CALEDONIA INVESTMENTS PLC History No change 232,927 84,668 9.89% 8.7% 34 0 0.0% Q1 2026 Apr 22, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 225,996 82,215 0.44% 0.42% 35 -4,996 -2.16% Q1 2026 May 14, 2026
TWO SIGMA ADVISERS, LP History No change 234,580 79,041 0.15% 0.15% 36 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD FIDUCIARY TRUST CO History New 216,751 78,851 0.02% — 37 +216,751 New Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 216,400 78,724 0.12% 0.16% 38 -88,880 -29.11% Q1 2026 May 14, 2026
WELCH & FORBES LLC History Reduced 209,805 76,325 0.99% 0.86% 39 -913 -0.43% Q1 2026 May 01, 2026
JPMORGAN CHASE & CO History Reduced 201,299 70,235 0.0% 0.0% 40 -13,503 -6.29% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 174,551 63,504 0.03% 0.01% 41 +96,788 124.47% Q1 2026 May 04, 2026
Vantage Investment Partners, LLC History Added to 171,864 62,522 4.31% 3.74% 42 +5,692 3.43% Q1 2026 May 01, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 162,639 59,166 1.91% 1.18% 43 +52,708 47.95% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 149,692 54,456 0.01% 0.01% 44 +21,114 16.42% Q1 2026 May 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 147,380 53,615 0.23% 0.2% 45 -5,065 -3.32% Q1 2026 May 15, 2026
Junto Capital Management LP History New 145,151 52,804 1.11% — 46 +145,151 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 144,173 52,448 0.01% 0.01% 47 +6,517 4.73% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 143,216 52,006 0.07% 0.06% 48 -328,966 -69.67% Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 141,901 51,644 0.51% 0.54% 49 -3,230 -2.23% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 140,170 50,992 0.01% 0.01% 50 -8,836 -5.93% Q1 2026 May 15, 2026
Epoch Investment Partners, Inc. History Reduced 133,469 48,554 0.29% 0.26% 51 -1,662 -1.23% Q1 2026 May 14, 2026
RIVERBRIDGE PARTNERS LLC History Added to 131,738 47,925 1.17% 0.44% 52 +62,328 89.8% Q1 2026 Apr 17, 2026
Neuberger Berman Group LLC History Reduced 130,482 47,557 0.04% 0.1% 53 -252,363 -65.92% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 127,904 46,526 0.06% — 54 +127,904 New Q1 2026 May 12, 2026
AEGON ASSET MANAGEMENT UK PLC History Added to 125,107 45,040 0.6% 0.46% 55 +11,103 9.74% Q1 2026 Apr 16, 2026
Baird Financial Group, Inc. History Added to 122,206 44,457 0.07% 0.06% 56 +12,597 11.49% Q1 2026 May 14, 2026
Conestoga Capital Advisors, LLC History Added to 121,904 44,347 0.89% 0.66% 57 +6,336 5.48% Q1 2026 Apr 24, 2026
STIFEL FINANCIAL CORP History Added to 110,760 40,295 0.04% 0.03% 58 +7,256 7.01% Q1 2026 May 12, 2026
Employees Retirement System of Texas History Reduced 107,201 38,999 0.34% 0.31% 59 -5,400 -4.8% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 107,110 38,965 0.03% 0.03% 60 +3,746 3.62% Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 106,083 38,591 0.17% 0.16% 61 -10,903 -9.32% Q1 2026 May 08, 2026
Legal & General Group Plc History Added to 103,754 37,744 0.01% 0.01% 62 +3,302 3.29% Q1 2026 May 08, 2026
BROWN ADVISORY INC History Added to 102,900 37,433 0.06% 0.0% 63 +100,418 4045.85% Q1 2026 May 15, 2026
Swiss National Bank History Added to 102,484 37,282 0.02% 0.02% 64 +6,840 7.15% Q1 2026 May 07, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 91,378 33,242 0.95% 0.83% 65 +5,986 7.01% Q1 2026 May 12, 2026
DEARBORN PARTNERS LLC History Reduced 89,590 32,592 1.76% 1.59% 66 -5,141 -5.43% Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 85,452 31,086 0.01% 0.02% 67 -39,646 -31.69% Q1 2026 May 11, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 83,164 30,254 1.2% 1.07% 68 -697 -0.83% Q1 2026 Apr 14, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 80,971 29,456 0.66% 0.43% 69 +20,112 33.05% Q1 2026 May 15, 2026
Wilkinson Global Asset Management LLC History Reduced 78,084 28,406 2.16% 1.82% 70 -841 -1.07% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 75,441 27,444 0.0% 0.0% 71 -2,895 -3.7% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 75,300 27,393 0.01% 0.01% 72 +14,233 23.31% Q1 2026 Apr 30, 2026
ALPS ADVISORS INC History Added to 71,467 25,998 0.12% 0.14% 73 +695 0.98% Q1 2026 May 08, 2026
CAPITAL ADVISORS INC/OK History Added to 71,088 25,860 0.42% 0.36% 74 +4,711 7.1% Q1 2026 Apr 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 69,933 25,440 0.02% 0.01% 75 +3,253 4.88% Q1 2026 Apr 30, 2026
AMERIPRISE FINANCIAL INC History Added to 68,572 24,945 0.01% 0.0% 76 +31,109 83.04% Q1 2026 May 15, 2026
Curi Capital, LLC History Reduced 65,655 23,884 0.42% 0.39% 77 -1,330 -1.99% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 63,877 23,237 0.01% 0.01% 78 -171 -0.27% Q1 2026 May 06, 2026
Gotham Asset Management, LLC History Added to 63,568 23,125 0.07% 0.03% 79 +36,706 136.65% Q1 2026 May 15, 2026
Capital International, Inc./CA/ History Added to 63,551 23,119 0.18% 0.15% 80 +5,089 8.7% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 63,225 23,001 0.03% 0.03% 81 +6,249 10.97% Q1 2026 May 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 60,059 21,848 0.46% 0.43% 82 -7,460 -11.05% Q1 2026 May 06, 2026
Swedbank AB History Added to 58,214 21,177 0.02% 0.02% 83 +5,869 11.21% Q1 2026 Apr 29, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 57,492 20,915 0.04% 0.03% 84 -6,001 -9.45% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 56,583 20,585 0.02% 0.02% 85 +756 1.35% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 58,665 20,371 0.01% 0.0% 86 +56,412 2503.86% Q1 2026 May 15, 2026
DUDLEY & SHANLEY, INC. History No change 55,692 20,260 3.31% 3.02% 87 0 0.0% Q1 2026 Apr 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 55,004 20,009 0.02% 0.02% 88 -1,236 -2.2% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Added to 54,962 19,994 0.07% 0.06% 89 +901 1.67% Q1 2026 Apr 24, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 54,275 19,267 0.02% 0.02% 90 -2,540 -4.47% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History Added to 52,738 19,186 0.06% 0.04% 91 +11,080 26.6% Q1 2026 Apr 28, 2026
Pembroke Management, LTD History Added to 51,878 18,872 2.73% 1.63% 92 +5,075 10.84% Q1 2026 May 13, 2026
HEARTLAND ADVISORS INC History Added to 51,593 18,769 0.96% 0.82% 93 +6,442 14.27% Q1 2026 May 06, 2026
DDD Partners, LLC History New 50,496 18,369 1.27% — 94 +50,496 New Q1 2026 Apr 28, 2026
CANADA LIFE ASSURANCE Co History Reduced 49,542 18,055 0.03% 0.03% 95 -1,370 -2.69% Q1 2026 May 14, 2026
Premier Fund Managers Ltd History Reduced 50,394 17,596 1.25% 1.06% 96 -3,168 -5.91% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 47,567 17,304 0.03% 0.0% 97 +45,972 2882.26% Q1 2026 May 01, 2026
Amundi History Reduced 47,567 17,304 0.0% 0.01% 98 -7,785 -14.06% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 46,769 17,014 0.01% 0.0% 99 +18,414 64.94% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 46,556 16,936 0.01% 0.01% 100 +534 1.16% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 46,268 16,831 0.01% 0.01% 101 -12,857 -21.75% Q1 2026 May 06, 2026
Williams Jones Wealth Management, LLC. History Added to 46,000 16,734 0.21% 0.17% 102 +1,089 2.42% Q1 2026 May 05, 2026
Caption Management, LLC History New 45,000 16,370 0.1% — 103 +45,000 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 48,004 16,174 0.01% 0.01% 104 -333 -0.69% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 44,422 16,160 0.03% 0.03% 105 -1,015 -2.23% Q1 2026 May 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 44,059 16,028 0.04% 0.05% 106 -14,873 -25.24% Q1 2026 May 12, 2026
COMERICA BANK History No change 45,756 15,417 0.06% 0.06% 107 0 0.0% Q4 2025 Jan 29, 2026
GRACE & WHITE INC /NY History No change 42,200 15,351 2.71% 2.54% 108 0 0.0% Q1 2026 Apr 21, 2026
Intrinsic Edge Capital Management LLC History New 40,000 14,551 2.41% — 109 +40,000 New Q1 2026 May 18, 2026
DekaBank Deutsche Girozentrale History No change 38,869 14,379 0.02% 0.03% 110 0 0.0% Q1 2026 May 07, 2026
Bath Savings Trust Co History Reduced 37,618 13,684 1.46% 1.29% 111 -870 -2.26% Q1 2026 Apr 07, 2026
LaFleur & Godfrey LLC History Added to 37,030 13,471 1.68% 1.51% 112 +31 0.08% Q1 2026 May 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 36,912 13,430 0.0% 0.0% 113 +3,121 9.24% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 36,678 13,343 0.01% 0.01% 114 +3,783 11.5% Q1 2026 May 12, 2026
WASHINGTON TRUST Co History Added to 36,319 13,212 0.45% 0.4% 115 +223 0.62% Q1 2026 Apr 06, 2026
Motley Fool Asset Management LLC History Reduced 35,366 12,865 0.55% 0.48% 116 -1,420 -3.86% Q1 2026 May 12, 2026
Patrick Mauro Investment Advisor, INC. History Added to 35,170 12,794 6.43% 6.01% 117 +1,037 3.04% Q1 2026 May 06, 2026
Running Oak Capital LLC History Reduced 34,761 12,645 1.71% 1.61% 118 -3,356 -8.8% Q1 2026 May 11, 2026
BARCLAYS PLC History Reduced 34,270 12,467 0.0% 0.0% 119 -18,015 -34.46% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 34,212 12,445 0.01% 0.0% 120 +22,208 185.0% Q1 2026 May 13, 2026
Covington Investment Advisors Inc. History Reduced 34,098 12,405 1.82% 1.61% 121 -757 -2.17% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 34,004 12,370 0.02% 0.02% 122 -1,246 -3.53% Q1 2026 May 08, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 33,877 12,324 0.03% 0.02% 123 -1,134 -3.24% Q1 2026 Apr 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 29,416 12,033 0.12% 0.11% 124 -1,710 -5.49% Q1 2026 Apr 13, 2026
LPL Financial LLC History Added to 32,288 11,746 0.0% 0.0% 125 +2,495 8.37% Q1 2026 May 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 31,968 11,628 0.09% 0.08% 126 +240 0.76% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Reduced 31,877 11,596 0.0% 0.0% 127 -47,780 -59.98% Q1 2026 May 15, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 30,709 11,172 1.22% 1.07% 128 -680 -2.17% Q1 2026 Apr 23, 2026
Redmond Asset Management, LLC History Added to 30,579 11,124 3.04% 2.57% 129 +682 2.28% Q1 2026 May 06, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 29,861 10,863 0.09% 0.08% 130 +16 0.05% Q1 2026 Apr 24, 2026
Carnegie Investment Counsel History Added to 29,712 10,808 0.21% 0.17% 131 +1,772 6.34% Q1 2026 May 01, 2026
Prospera Financial Services Inc History Added to 29,563 10,760 0.17% 0.16% 132 +164 0.56% Q1 2026 Apr 14, 2026
FRANKLIN RESOURCES INC History Reduced 28,936 10,526 0.0% 0.0% 133 -1,725 -5.63% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Reduced 28,781 10,468 0.01% 0.01% 134 -7,970 -21.69% Q1 2026 May 13, 2026
Korea Investment CORP History Added to 28,745 10,457 0.02% 0.02% 135 +2,712 10.42% Q1 2026 May 12, 2026
AVIVA PLC History Added to 28,513 10,372 0.02% 0.02% 136 +586 2.1% Q1 2026 May 14, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 28,179 10,251 0.03% 0.03% 137 -2,212 -7.28% Q1 2026 May 05, 2026
Crown Oak Advisors, LLC History Added to 27,097 9,857 4.94% 4.27% 138 +376 1.41% Q1 2026 Apr 24, 2026
TRUIST FINANCIAL CORP History Reduced 26,827 9,759 0.01% 0.02% 139 -8,802 -24.7% Q1 2026 Apr 27, 2026
BLI - Banque de Luxembourg Investments History No change 28,500 9,621 0.29% 0.29% 140 0 0.0% Q1 2026 May 15, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 25,185 9,162 0.33% 1.97% 141 -142,000 -84.94% Q1 2026 May 04, 2026
Aberdeen Group plc History Reduced 24,807 9,024 0.01% 0.01% 142 -131 -0.53% Q1 2026 Apr 29, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 24,720 8,992 0.0% 0.03% 143 -6,932 -21.9% Q1 2026 May 04, 2026
CIBC WORLD MARKET INC. History Added to 24,294 8,837 0.01% 0.0% 144 +17,178 241.4% Q1 2026 May 14, 2026
DF DENT & CO INC History Added to 24,081 8,756 0.17% 0.1% 145 +2,481 11.49% Q1 2026 May 15, 2026
Taylor Securities Services, Inc. History Added to 23,825 8,667 4.05% 3.63% 146 +225 0.95% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Reduced 23,461 8,534 0.02% 0.08% 147 -47,283 -66.84% Q1 2026 May 14, 2026
Freestone Grove Partners LP History New 23,359 8,497 0.06% — 148 +23,359 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 23,306 8,478 0.01% 0.01% 149 +8,881 61.57% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Reduced 22,794 8,292 0.09% 0.1% 150 -2,438 -9.66% Q1 2026 Apr 28, 2026
COMMERCE BANK History Added to 22,509 8,188 0.04% 0.0% 151 +20,547 1047.25% Q1 2026 May 11, 2026
Ascent Group, LLC History Added to 22,374 8,139 0.28% 0.23% 152 +2,012 9.88% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 22,164 8,063 0.01% 0.01% 153 +3,115 16.35% Q1 2026 May 15, 2026
Anchor Investment Management, LLC History Reduced 21,504 7,822 0.65% 0.6% 154 -300 -1.38% Q1 2026 May 01, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 21,160 7,582 0.0% 0.0% 155 +6,209 41.53% Q1 2026 May 15, 2026
Advisors Capital Management, LLC History Added to 20,246 7,365 0.09% 0.08% 156 +105 0.52% Q1 2026 May 01, 2026
FineMark National Bank & Trust History No change 20,823 7,016 0.22% 0.22% 157 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Added to 19,201 6,985 0.02% 0.01% 158 +1,295 7.23% Q1 2026 Apr 22, 2026
PFA Pension, Forsikringsaktieselskab History No change 19,031 6,923 0.02% 0.02% 159 0 0.0% Q1 2026 Apr 28, 2026
Ironvine Capital Partners, LLC History Added to 18,947 6,892 0.76% 0.33% 160 +9,301 96.42% Q1 2026 May 15, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History Added to 18,646 6,783 0.98% 0.87% 161 +188 1.02% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History Reduced 18,365 6,681 0.01% 0.01% 162 -789 -4.12% Q1 2026 May 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 18,208 6,623 0.02% 0.02% 163 -4,947 -21.36% Q1 2026 May 15, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 18,065 6,571 1.13% 0.99% 164 +50 0.28% Q1 2026 Apr 22, 2026
Canal Capital Management, LLC History Added to 17,970 6,537 0.88% 0.43% 165 +8,979 99.87% Q1 2026 Apr 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 17,919 6,518 0.0% 0.0% 166 +861 5.05% Q1 2026 May 08, 2026
Vision Capital Management, Inc. History Added to 17,490 6,362 0.8% 0.71% 167 +26 0.15% Q1 2026 Apr 24, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 17,374 6,320 0.46% 0.44% 168 +25 0.14% Q1 2026 Apr 20, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,341 6,308 0.01% — 169 +17,341 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Added to 17,180 6,249 0.03% 0.03% 170 +116 0.68% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 16,865 6,135 0.07% 0.04% 171 +7,212 74.71% Q1 2026 Apr 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,748 6,092 0.01% 0.01% 172 0 0.0% Q1 2026 May 06, 2026
DANSKE BANK A/S History Added to 16,397 5,965 0.01% 0.01% 173 +960 6.22% Q1 2026 May 12, 2026
Ipswich Investment Management Co., Inc. History Reduced 16,292 5,926 1.39% 1.3% 174 -428 -2.56% Q1 2026 Apr 10, 2026
Marks Group Wealth Management, Inc History Reduced 16,204 5,894 0.57% 0.54% 175 -516 -3.09% Q1 2026 May 05, 2026
TOWER BRIDGE ADVISORS History Added to 16,196 5,892 0.57% 0.54% 176 +384 2.43% Q1 2026 May 12, 2026
Vanguard Investments Australia, Ltd. History New 16,021 5,828 0.02% — 177 +16,021 New Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 16,004 5,822 0.0% 0.0% 178 -4,302 -21.19% Q1 2026 May 12, 2026
River Road Asset Management, LLC History Reduced 15,905 5,786 0.07% 0.06% 179 -1,002 -5.93% Q1 2026 Apr 30, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 15,740 5,726 0.01% 0.01% 180 -259 -1.62% Q1 2026 May 01, 2026
Pictet Asset Management Holding SA History Reduced 15,717 5,717 0.01% 0.01% 181 -6,090 -27.93% Q1 2026 Apr 22, 2026
AMALGAMATED BANK History Added to 15,705 5,713 0.04% 0.04% 182 +230 1.49% Q1 2026 May 08, 2026
Creative Planning History Added to 14,994 5,454 0.0% 0.0% 183 +6,190 70.31% Q1 2026 May 12, 2026
Treasurer of the State of North Carolina History Added to 14,899 5,420 0.02% 0.02% 184 +313 2.15% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,784 5,378 0.05% 0.04% 185 0 0.0% Q1 2026 Apr 29, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 14,415 5,244 0.15% 0.14% 186 0 0.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History New 14,330 5,213 0.01% — 187 +14,330 New Q1 2026 May 14, 2026
Princeton Global Asset Management LLC History Added to 14,321 5,209 0.85% 0.77% 188 +171 1.21% Q1 2026 Apr 22, 2026
Vanguard Global Advisers, LLC History New 14,168 5,154 0.0% — 189 +14,168 New Q1 2026 May 08, 2026
Baskin Financial Services Inc. History Reduced 13,467 4,899 0.4% 1.79% 190 -57,095 -80.91% Q1 2026 Apr 13, 2026
&PARTNERS History Added to 13,412 4,893 0.02% 0.02% 191 +1,703 14.54% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 13,383 4,868 0.06% 0.05% 192 -1,152 -7.93% Q1 2026 May 07, 2026
Kensington Investment Counsel, LLC History Reduced 13,372 4,864 2.34% 2.19% 193 -2,599 -16.27% Q1 2026 May 18, 2026
Asset Management One Co., Ltd. History Added to 13,331 4,849 0.01% 0.01% 194 +444 3.45% Q1 2026 May 08, 2026
Mn Services Vermogensbeheer B.V. History No change 13,175 4,793 0.03% 0.03% 195 0 0.0% Q1 2026 Apr 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 13,152 4,784 0.01% 0.01% 196 -467 -3.43% Q1 2026 May 15, 2026
Motley Fool Wealth Management, LLC History Reduced 12,992 4,726 0.53% 0.46% 197 -4,801 -26.98% Q1 2026 May 12, 2026
Hamilton Point Investment Advisors, LLC History Reduced 12,951 4,711 0.73% 0.67% 198 -45 -0.35% Q1 2026 May 06, 2026
Cetera Investment Advisers History Added to 12,822 4,664 0.0% 0.0% 199 +2,276 21.58% Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,781 4,649 0.02% 0.02% 200 -3,245 -20.25% Q1 2026 Apr 30, 2026
KLP KAPITALFORVALTNING AS History Added to 12,600 4,583 0.02% 0.02% 201 +200 1.61% Q1 2026 Apr 29, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 12,430 4,522 1.7% 1.25% 202 +2,053 19.78% Q1 2026 May 08, 2026
ALERUS FINANCIAL NA History Reduced 11,939 4,343 0.22% 0.2% 203 -444 -3.59% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 11,900 4,335 0.01% 0.01% 204 +2,255 23.38% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 11,852 4,311 0.01% 0.01% 205 +1,297 12.29% Q1 2026 May 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 11,845 4,309 0.01% 0.02% 206 -6,152 -34.18% Q1 2026 May 11, 2026
Vestmark Advisory Solutions, Inc. History Reduced 11,831 4,304 0.05% 0.06% 207 -469 -3.81% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 11,734 4,268 0.01% 0.01% 208 0 0.0% Q1 2026 May 15, 2026
Monte Financial Group, LLC History Added to 11,712 4,260 1.51% 1.27% 209 +1,582 15.62% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 11,632 4,232 0.01% 0.0% 210 +311 2.75% Q1 2026 May 14, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 11,619 4,226 0.02% 0.03% 211 +2,260 24.15% Q1 2026 Apr 27, 2026
State of New Jersey Common Pension Fund D History No change 11,516 4,189 0.02% 0.01% 212 0 0.0% Q1 2026 May 05, 2026
Resona Asset Management Co.,Ltd. History Added to 11,565 4,184 0.02% 0.02% 213 +576 5.24% Q1 2026 Apr 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 11,478 4,175 0.01% 0.01% 214 -1,230 -9.68% Q1 2026 Apr 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 11,462 4,169 0.03% 0.03% 215 -1,887 -14.14% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 11,447 4,164 0.0% 0.0% 216 +179 1.59% Q1 2026 May 15, 2026
Voleon Capital Management LP History Added to 11,290 4,107 0.09% 0.03% 217 +7,311 183.74% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 11,287 4,106 0.05% 0.05% 218 +1,683 17.52% Q1 2026 Apr 23, 2026
Ensign Peak Advisors, Inc History Reduced 11,229 4,084 0.01% 0.01% 219 -3,923 -25.89% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,933 4,048 0.01% 0.01% 220 -2,982 -21.43% Q1 2026 Apr 08, 2026
BANK OF MONTREAL /CAN/ History Added to 11,127 4,047 0.0% 0.0% 221 +179 1.64% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 10,973 3,991 0.01% 0.01% 222 -328 -2.9% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 10,775 3,919 0.08% 0.03% 223 +7,083 191.85% Q1 2026 Apr 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,736 3,905 0.05% 0.05% 224 -494 -4.4% Q1 2026 Apr 24, 2026
FIDUCIARY TRUST CO History Reduced 10,601 3,856 0.05% 0.05% 225 -2,406 -18.5% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 10,573 3,845 0.0% 0.0% 226 +57 0.54% Q1 2026 May 05, 2026
DnB Asset Management AS History Added to 10,505 3,821 0.01% 0.01% 227 +874 9.07% Q1 2026 May 14, 2026
CIBC Private Wealth Group LLC History No change 11,246 3,789 0.01% 0.01% 228 0 0.0% Q4 2025 Feb 12, 2026
Avanza Fonder AB History No change 10,402 3,784 0.1% 0.09% 229 0 0.0% Q1 2026 Apr 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 10,373 3,774 0.18% 0.15% 230 +939 9.95% Q1 2026 May 18, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 10,310 3,750 0.24% 0.1% 231 +5,754 126.29% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 10,180 3,698 0.0% 0.0% 232 -301 -2.87% Q1 2026 Apr 30, 2026
Louisiana State Employees Retirement System History Added to 10,100 3,674 0.06% 0.06% 233 +400 4.12% Q1 2026 Apr 20, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History New 9,822 3,573 0.01% — 234 +9,822 New Q1 2026 May 11, 2026
D.A. DAVIDSON & CO. History Added to 9,819 3,572 0.02% 0.02% 235 +167 1.73% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Reduced 9,764 3,552 0.0% 0.0% 236 -853 -8.03% Q1 2026 Apr 16, 2026
JANE STREET GROUP, LLC History Added to 9,725 3,537 0.0% 0.0% 237 +3,762 63.09% Q1 2026 May 12, 2026
AGF MANAGEMENT LTD History Added to 9,685 3,523 0.02% 0.01% 238 +409 4.41% Q1 2026 May 07, 2026
Pathstone Holdings, LLC History Reduced 9,533 3,467 0.01% 0.01% 239 -225 -2.31% Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 9,490 3,452 0.02% 0.02% 240 -84 -0.88% Q1 2026 May 01, 2026
GUGGENHEIM CAPITAL LLC History Reduced 9,488 3,451 0.03% 0.03% 241 -1,200 -11.23% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Reduced 9,406 3,421 0.04% 0.04% 242 -1,244 -11.68% Q1 2026 May 13, 2026
Verition Fund Management LLC History Added to 9,156 3,330 0.02% 0.01% 243 +2,663 41.01% Q1 2026 May 15, 2026
CAMBIAR INVESTORS LLC History New 9,147 3,327 0.15% — 244 +9,147 New Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 8,750 3,183 0.02% 0.01% 245 +11 0.13% Q1 2026 May 01, 2026
Tredje AP-fonden History New 8,497 3,091 0.02% — 246 +8,497 New Q1 2026 May 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 8,383 3,049 0.02% 0.01% 247 +100 1.21% Q1 2026 May 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,381 3,048 0.1% 0.06% 248 +2,788 49.85% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 8,140 2,961 0.03% 0.03% 249 +613 8.14% Q1 2026 May 05, 2026
Prosperity Consulting Group, LLC History Reduced 8,105 2,948 0.13% 0.13% 250 -456 -5.33% Q1 2026 May 05, 2026
CREDIT AGRICOLE S A History Reduced 8,094 2,944 0.01% 0.01% 251 -10 -0.12% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Added to 7,983 2,904 0.05% 0.04% 252 +1,278 19.06% Q1 2026 May 15, 2026
FORSTA AP-FONDEN History No change 8,600 2,897 0.02% 0.02% 253 0 0.0% Q4 2025 Feb 10, 2026
Swiss Life Asset Management Ltd History Added to 7,932 2,885 0.01% 0.01% 254 +1,861 30.65% Q1 2026 May 14, 2026
GABELLI FUNDS LLC History No change 7,800 2,872 0.02% 0.02% 255 0 0.0% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 7,869 2,863 0.01% 0.0% 256 +5 0.06% Q1 2026 May 01, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 7,825 2,846 0.04% 0.03% 257 +11 0.14% Q1 2026 May 08, 2026
Prospect Capital Advisors, LLC History No change 7,810 2,841 1.58% 1.36% 258 0 0.0% Q1 2026 May 29, 2026
Orion Porfolio Solutions, LLC History Reduced 7,773 2,827 0.02% 0.02% 259 -362 -4.45% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Added to 7,649 2,782 0.02% 0.01% 260 +1,188 18.39% Q1 2026 May 05, 2026
IFM Investors Pty Ltd History New 7,461 2,714 0.02% — 261 +7,461 New Q1 2026 Apr 23, 2026
MIDDLETON & CO INC/MA History Reduced 7,340 2,670 0.3% 0.27% 262 -170 -2.26% Q1 2026 May 08, 2026
Applied Capital LLC/FL History Reduced 7,295 2,653 1.25% 1.48% 263 -111 -1.5% Q1 2026 May 07, 2026
Numerai GP LLC History Reduced 7,196 2,617 0.26% 0.73% 264 -10,812 -60.04% Q1 2026 May 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 7,118 2,589 0.08% 0.07% 265 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 7,108 2,585 0.03% 0.03% 266 +193 2.79% Q1 2026 Apr 29, 2026
Hosking Partners LLP History New 7,092 2,579 0.09% — 267 +7,092 New Q1 2026 Apr 21, 2026
Jump Financial, LLC History Added to 7,081 2,575 0.03% 0.0% 268 +6,485 1088.09% Q1 2026 May 14, 2026
SEB Asset Management AB History New 6,993 2,543 0.01% — 269 +6,993 New Q1 2026 May 07, 2026
Cerity Partners LLC History Reduced 6,858 2,494 0.0% 0.0% 270 -81 -1.17% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 6,728 2,448 0.0% 0.0% 271 +160 2.44% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 6,658 2,422 0.0% 0.0% 272 -28 -0.42% Q1 2026 May 14, 2026
Freedom Day Solutions, LLC History Reduced 6,436 2,341 0.63% 0.6% 273 -87 -1.33% Q1 2026 May 05, 2026
Callan Family Office, LLC History Added to 6,435 2,340 0.05% 0.04% 275 +981 17.99% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History Added to 6,434 2,340 0.07% 0.07% 274 +34 0.53% Q1 2026 May 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 6,418 2,334 0.01% — 276 +6,418 New Q1 2026 May 15, 2026
XPONANCE LLC History Added to 6,411 2,332 0.02% 0.01% 277 +969 17.81% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 6,127 2,228 0.03% 0.02% 278 +929 17.87% Q1 2026 May 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 6,107 2,221 0.0% 0.0% 279 -284 -4.44% Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Reduced 6,001 2,185 0.0% 0.0% 280 -521 -7.99% Q1 2026 May 15, 2026
APPLETON PARTNERS INC/MA History Reduced 5,977 2,174 0.15% 0.14% 281 -147 -2.4% Q1 2026 Apr 28, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 5,884 2,140 0.02% 0.04% 282 -5,562 -48.59% Q1 2026 Apr 13, 2026
Atom Investors LP History New 5,848 2,127 0.15% — 283 +5,848 New Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 5,842 2,125 0.01% 0.01% 284 -185 -3.07% Q1 2026 May 05, 2026
RFG Advisory, LLC History Added to 5,778 2,101 0.04% 0.03% 285 +964 20.02% Q1 2026 Apr 17, 2026
Utah Retirement Systems History No change 5,709 2,076 0.02% 0.02% 286 0 0.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Added to 5,648 2,054 0.24% 0.16% 287 +3,214 132.05% Q1 2026 May 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 5,560 2,022 0.03% 0.01% 288 +3,188 134.4% Q1 2026 May 04, 2026
Focus Partners Wealth History Reduced 5,429 1,975 0.0% 0.0% 289 -3,050 -35.97% Q1 2026 May 14, 2026
National Pension Service History Added to 5,383 1,958 0.0% 0.0% 290 +2,401 80.52% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,270 1,917 0.01% 0.01% 291 +757 16.77% Q1 2026 May 13, 2026
Birch Capital Management, LLC History Added to 5,103 1,856 0.97% 0.71% 292 +904 21.53% Q1 2026 Apr 15, 2026
Ilmarinen Mutual Pension Insurance Co History New 5,096 1,854 0.01% — 293 +5,096 New Q1 2026 May 12, 2026
Barbara Oil Co. History No change 5,000 1,818 0.7% 0.63% 294 0 0.0% Q1 2026 May 13, 2026
ALLSTATE CORP History Added to 4,872 1,772 0.02% 0.01% 295 +2,489 104.45% Q1 2026 May 11, 2026
Inspire Investing, LLC History Reduced 4,858 1,767 0.15% 0.15% 296 -49 -1.0% Q1 2026 Apr 23, 2026
Summit Trail Advisors, LLC History Added to 4,843 1,761 0.03% 0.03% 297 +493 11.33% Q1 2026 May 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 4,815 1,751 0.01% 0.01% 298 -1,366 -22.1% Q1 2026 May 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 4,681 1,702 0.01% 0.01% 299 +73 1.58% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 4,630 1,684 0.0% — 300 +4,630 New Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Reduced 4,629 1,683 0.0% 0.0% 301 -971 -17.34% Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 4,911 1,654 0.01% 0.01% 302 0 0.0% Q4 2025 Feb 12, 2026
UNIVEST FINANCIAL Corp History Added to 4,539 1,651 0.09% 0.08% 303 +178 4.08% Q1 2026 May 01, 2026
Vanguard Personalized Indexing Management, LLC History Added to 4,510 1,640 0.02% 0.01% 304 +329 7.87% Q1 2026 May 14, 2026
Oak Thistle LLC History Added to 4,428 1,610 0.16% 0.11% 305 +2,108 90.86% Q1 2026 Apr 10, 2026
Point72 Asset Management, L.P. History Reduced 4,400 1,600 0.0% 0.0% 306 -3,700 -45.68% Q1 2026 May 15, 2026
KBC Group NV History Reduced 4,331 1,575 0.0% 0.0% 307 -343 -7.34% Q1 2026 May 07, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 4,270 1,550 0.21% 0.2% 308 -195 -4.37% Q1 2026 Apr 27, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 4,254 1,547 0.59% 0.55% 309 0 0.0% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 4,247 1,545 0.02% 0.02% 310 +704 19.87% Q1 2026 May 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 4,350 1,517 0.0% 0.0% 311 +100 2.35% Q1 2026 May 07, 2026
Pacer Advisors, Inc. History Reduced 4,147 1,508 0.0% 0.0% 312 -37 -0.88% Q1 2026 May 06, 2026
Taylor Frigon Capital Management LLC History Reduced 4,120 1,498 0.85% 0.72% 313 -111 -2.62% Q1 2026 Apr 29, 2026
FAS Wealth Partners, Inc. History No change 4,369 1,476 0.1% 0.1% 314 0 0.0% Q4 2025 Feb 18, 2026
Daiwa Securities Group Inc. History Added to 4,017 1,461 0.0% 0.0% 316 +281 7.52% Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 4,016 1,461 0.0% 0.0% 315 -90 -2.19% Q1 2026 Apr 30, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 3,986 1,450 0.31% 0.45% 317 -2,115 -34.67% Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 3,972 1,444 0.04% 0.04% 318 -165 -3.99% Q1 2026 May 13, 2026
Centiva Capital, LP History New 3,965 1,442 0.01% — 319 +3,965 New Q1 2026 May 14, 2026
Eurizon Capital SGR S.p.A. History New 3,958 1,436 0.0% — 320 +3,958 New Q1 2026 May 08, 2026
Entropy Technologies, LP History Reduced 3,947 1,435 0.07% 0.19% 321 -6,605 -62.59% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 3,938 1,432 0.0% 0.0% 322 -338 -7.9% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Added to 3,802 1,383 0.02% 0.01% 323 +625 19.67% Q1 2026 Apr 20, 2026
OP Asset Management Ltd History Reduced 3,795 1,380 0.02% 0.02% 324 -488 -11.39% Q1 2026 Apr 10, 2026
Capital Investment Advisory Services, LLC History Added to 3,736 1,359 0.1% 0.09% 325 +1 0.03% Q1 2026 May 05, 2026
Mirabaud Asset Management Ltd History Added to 3,851 1,343 1.11% 0.7% 326 +654 20.46% Q1 2026 May 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 3,672 1,335 0.02% 0.01% 327 +1,333 56.99% Q1 2026 May 12, 2026
GW&K Investment Management, LLC History Reduced 3,655 1,330 0.01% 0.32% 328 -106,566 -96.68% Q1 2026 May 13, 2026
CARDEROCK CAPITAL MANAGEMENT INC History Added to 3,650 1,327 0.33% 0.23% 329 +828 29.34% Q1 2026 Apr 10, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 3,614 1,314 0.16% 0.13% 330 +389 12.06% Q1 2026 May 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,605 1,311 0.01% 0.0% 331 0 0.0% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Reduced 3,574 1,300 0.0% 0.0% 332 -125 -3.38% Q1 2026 May 14, 2026
Annandale Capital, LLC History Added to 3,516 1,279 0.18% 0.14% 333 +28 0.8% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 3,490 1,269 0.02% 0.02% 334 +32 0.93% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 3,476 1,264 0.0% 0.0% 335 +294 9.24% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 3,467 1,261 0.01% 0.01% 336 0 0.0% Q1 2026 Apr 20, 2026
INCEPTIONR LLC History Reduced 3,436 1,249 0.3% 0.33% 337 -50 -1.43% Q1 2026 May 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 3,405 1,239 0.01% 0.0% 338 +2,310 210.96% Q1 2026 Apr 16, 2026
UMB Bank, n.a. History Reduced 3,380 1,228 0.02% 0.02% 339 -342 -9.19% Q1 2026 May 11, 2026
Jain Global LLC History New 3,363 1,223 0.01% — 340 +3,363 New Q1 2026 May 15, 2026
Alpha Omega Wealth Management LLC History Reduced 3,353 1,219 0.2% 0.19% 341 -50 -1.47% Q1 2026 Apr 07, 2026
2Xideas AG History Reduced 3,203 1,165 0.46% 0.46% 342 -1,634 -33.78% Q1 2026 May 11, 2026
Cresset Asset Management, LLC History Reduced 3,191 1,160 0.01% 0.0% 343 -221 -6.48% Q1 2026 May 15, 2026
CHICAGO TRUST Co NA History Reduced 3,151 1,146 0.18% 0.17% 344 -45 -1.41% Q1 2026 Apr 24, 2026
TradeLink Capital LLC History New 3,057 1,137 8.59% — 345 +3,057 New Q1 2026 May 13, 2026
TCI Wealth Advisors, Inc. History Added to 3,111 1,131 0.06% 0.03% 346 +1,326 74.29% Q1 2026 Apr 27, 2026
Waverly Advisors, LLC History New 3,100 1,127 0.01% — 347 +3,100 New Q1 2026 May 15, 2026
SlateStone Wealth, LLC History Added to 3,094 1,126 0.09% 0.07% 348 +453 17.15% Q1 2026 May 14, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 3,050 1,109 0.04% 0.04% 349 -110 -3.48% Q1 2026 May 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 3,000 1,091 0.02% — 350 +3,000 New Q1 2026 May 12, 2026
Virtu Financial LLC History Reduced 2,981 1,084 0.04% 0.06% 351 -1,283 -30.09% Q1 2026 May 14, 2026
Ethic Inc. History Added to 2,850 1,036 0.02% 0.01% 352 +31 1.1% Q1 2026 Apr 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,846 1,035 0.01% 0.0% 353 -867 -23.35% Q1 2026 Apr 29, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 2,843 1,034 0.37% 0.37% 354 -170 -5.64% Q1 2026 Apr 15, 2026
CAXTON ASSOCIATES LLP History Added to 2,810 1,022 0.02% 0.02% 355 +404 16.79% Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Added to 2,767 1,006 0.02% 0.02% 356 +173 6.67% Q1 2026 May 15, 2026
Delta Global Management LP History Reduced 2,745 998 0.08% 0.18% 357 -4,432 -61.75% Q1 2026 May 15, 2026
Gulf International Bank (UK) Ltd History Added to 2,736 995 0.02% 0.02% 358 +822 42.95% Q1 2026 May 11, 2026
GHP Investment Advisors, Inc. History Reduced 2,730 993 0.04% 0.04% 359 -360 -11.65% Q1 2026 Apr 21, 2026
Chicago Capital, LLC History Reduced 2,720 989 0.03% 0.03% 360 -287 -9.54% Q1 2026 Apr 23, 2026
Procyon Advisors, LLC History Added to 2,718 988 0.05% 0.04% 361 +248 10.04% Q1 2026 May 04, 2026
Perbak Capital Partners LLP History Added to 2,700 982 0.24% 0.13% 362 +1,388 105.79% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 2,688 977 0.0% 0.0% 363 +237 9.67% Q1 2026 May 04, 2026
Steward Partners Investment Advisory, LLC History Added to 2,651 964 0.0% 0.0% 364 +118 4.66% Q1 2026 May 08, 2026
Coastal Bridge Advisors, LLC History Added to 2,615 951 0.07% 0.06% 365 +40 1.55% Q1 2026 May 14, 2026
EQUITABLE TRUST CO History Reduced 2,613 950 0.04% 0.04% 366 -41 -1.54% Q1 2026 Apr 30, 2026
M&T BANK CORP History Added to 2,610 949 0.0% 0.0% 367 +1,215 87.1% Q1 2026 May 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 2,574 936 0.04% 0.03% 368 -32 -1.23% Q1 2026 May 01, 2026
Charter Oak Capital Management, LLC History No change 2,550 927 0.07% 0.07% 369 0 0.0% Q1 2026 Apr 24, 2026
Knollwood Investment Advisory, LLC History No change 2,523 917 0.09% 0.08% 370 0 0.0% Q1 2026 May 14, 2026
Investment Management Corp of Ontario History Reduced 2,514 914 0.01% 0.01% 371 -471 -15.78% Q1 2026 May 15, 2026
Triad Investment Management History No change 2,445 889 1.05% 0.83% 372 0 0.0% Q1 2026 May 07, 2026
Avior Wealth Management, LLC History Reduced 2,443 888 0.03% 0.03% 373 -138 -5.35% Q1 2026 Apr 09, 2026
Brooklyn Investment Group History Added to 2,433 884 0.03% 0.02% 374 +1,233 102.75% Q1 2026 Apr 29, 2026
MGO ONE SEVEN LLC History Added to 2,409 876 0.02% 0.02% 375 +152 6.73% Q1 2026 May 14, 2026
Cranbrook Wealth Management, LLC History Reduced 2,345 853 0.17% 0.16% 376 -46 -1.92% Q1 2026 Apr 15, 2026
CIBC Asset Management Inc History Added to 2,332 848 0.0% 0.0% 377 +102 4.57% Q1 2026 May 12, 2026
BLALOCK WILLIAMS, LLC History Added to 2,332 848 0.66% 0.61% 378 +85 3.78% Q1 2026 May 14, 2026
EASTERN BANK History Reduced 2,314 841 0.01% 0.02% 379 -415 -15.21% Q1 2026 Apr 07, 2026
BHK Investment Advisors, LLC History No change 2,294 834 0.28% 0.25% 380 0 0.0% Q1 2026 Apr 29, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 1,986 826 0.36% 0.31% 381 -47 -2.31% Q1 2026 Apr 15, 2026
Federation des caisses Desjardins du Quebec History Added to 2,254 819 0.0% 0.0% 382 +520 29.99% Q1 2026 May 13, 2026
WEALTH ALLIANCE, LLC History Added to 2,237 813 0.08% 0.07% 384 +117 5.52% Q1 2026 May 14, 2026
Trueblood Wealth Management, LLC History Added to 2,236 813 0.32% 0.29% 385 +32 1.45% Q1 2026 Apr 21, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 2,236 813 0.01% 0.01% 383 -27 -1.19% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 2,223 808 0.0% 0.0% 386 0 0.0% Q1 2026 May 18, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 2,206 802 0.01% 0.14% 387 -44,836 -95.31% Q1 2026 May 08, 2026
Roundview Capital LLC History New 2,181 793 0.05% — 388 +2,181 New Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Reduced 2,170 789 0.03% 0.03% 389 -240 -9.96% Q1 2026 Apr 07, 2026
Portside Wealth Group, LLC History Reduced 2,139 777 0.11% 0.11% 390 -200 -8.55% Q1 2026 May 12, 2026
Sequoia Financial Advisors, LLC History Added to 2,111 768 0.0% 0.0% 392 +398 23.23% Q1 2026 Apr 30, 2026
Crossmark Global Holdings, Inc. History Added to 2,113 768 0.01% 0.01% 391 +343 19.38% Q1 2026 May 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 2,108 766 0.02% 0.03% 393 +368 21.15% Q1 2026 Apr 27, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,105 765 0.0% 0.0% 394 -194 -8.44% Q1 2026 May 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 1,776 761 0.01% 0.02% 395 +557 45.69% Q1 2026 May 01, 2026
Aquatic Capital Management LLC History Reduced 2,086 758 0.02% 0.14% 396 -12,640 -85.83% Q1 2026 May 15, 2026
Capital Analysts, LLC History Reduced 1,989 723 0.02% 0.02% 397 -110 -5.24% Q1 2026 May 14, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,983 721 0.02% 0.02% 398 -593 -23.02% Q1 2026 May 13, 2026
BOKF, NA History Reduced 1,978 719 0.01% 0.02% 399 -2,003 -50.31% Q1 2026 May 08, 2026
Quantbot Technologies LP History Reduced 1,943 706 0.03% 0.09% 400 -6,224 -76.21% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 1,938 705 0.0% 0.0% 401 +346 21.73% Q1 2026 May 11, 2026
HANCOCK WHITNEY CORP History New 1,923 702 0.01% — 402 +1,923 New Q1 2026 May 15, 2026
Cox Capital Mgt LLC History No change 1,925 700 0.47% 0.45% 403 0 0.0% Q1 2026 Apr 14, 2026
STOCK YARDS BANK & TRUST CO History No change 1,902 692 0.02% 0.02% 404 0 0.0% Q1 2026 Apr 24, 2026
Belpointe Asset Management LLC History Reduced 1,890 687 0.03% 0.04% 405 -1,632 -46.34% Q1 2026 Apr 28, 2026
Drucker Wealth 3.0, LLC History Added to 1,878 683 0.12% 0.1% 406 +260 16.07% Q1 2026 Apr 23, 2026
WoodTrust Financial Corp History New 1,825 664 0.09% — 407 +1,825 New Q1 2026 May 06, 2026
Maryland State Retirement & Pension System History No change 1,819 661 0.01% 0.01% 408 0 0.0% Q1 2026 May 04, 2026
MAI Capital Management History Added to 1,801 655 0.0% 0.0% 409 +13 0.73% Q1 2026 May 15, 2026
Vident Advisory, LLC History Reduced 1,800 654 0.01% 0.01% 410 -49 -2.65% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 1,793 652 0.0% 0.0% 411 +196 12.27% Q1 2026 Apr 27, 2026
Alamea Verwaltungs GmbH History Added to 1,789 650 0.48% 0.4% 412 +262 17.16% Q1 2026 May 11, 2026
Intrinsic Value Partners, LLC History Added to 1,789 650 0.5% 0.44% 413 +50 2.88% Q1 2026 Apr 28, 2026
HARVEY INVESTMENT CO LLC History Reduced 1,785 649 0.07% 0.07% 414 -205 -10.3% Q1 2026 Apr 21, 2026
Boreal Capital Management LLC History Added to 1,756 638 0.52% 0.38% 415 +243 16.06% Q1 2026 May 14, 2026
NORDEN GROUP LLC History Reduced 1,737 632 0.06% 0.06% 416 -125 -6.71% Q1 2026 Apr 15, 2026
OMERS ADMINISTRATION Corp History Added to 1,734 630 0.0% 0.0% 417 +515 42.25% Q1 2026 May 15, 2026
SBI Okasan Asset Management Co.Ltd. History No change 1,800 628 0.03% 0.03% 418 0 0.0% Q1 2026 Apr 27, 2026
Man Group plc History Reduced 1,716 624 0.0% 0.0% 419 -4,331 -71.62% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History New 1,714 623 0.0% — 420 +1,714 New Q1 2026 Apr 07, 2026
RWA WEALTH PARTNERS, LLC History Added to 1,687 613 0.01% 0.01% 421 +2 0.12% Q1 2026 May 13, 2026
HARRELL INVESTMENT PARTNERS, LLC History New 1,669 607 0.14% — 422 +1,669 New Q1 2026 Apr 22, 2026
Farther Finance Advisors, LLC History Reduced 1,571 590 0.01% 0.01% 424 -313 -16.61% Q1 2026 Apr 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,622 590 0.06% 0.05% 423 +106 6.99% Q1 2026 May 11, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 1,620 589 0.01% 0.03% 425 -1,892 -53.87% Q1 2026 Apr 27, 2026
NBC SECURITIES, INC. History Reduced 1,610 585 0.04% 0.04% 426 -4 -0.25% Q1 2026 Apr 14, 2026
Fifth Third Wealth Advisors LLC History Added to 1,598 581 0.02% 0.02% 427 +296 22.73% Q1 2026 Apr 17, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 1,594 580 0.51% 0.36% 428 -3,551 -69.02% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 1,573 572 0.0% 0.0% 429 -2 -0.13% Q1 2026 May 14, 2026
Phillips Wealth Planners LLC History Added to 1,342 569 0.43% 0.28% 430 +418 45.24% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,558 567 0.01% 0.0% 431 +796 104.46% Q1 2026 May 01, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,549 563 0.0% 0.0% 432 -10 -0.64% Q1 2026 May 14, 2026
Graham Capital Management, L.P. History Reduced 1,547 562 0.01% 0.03% 433 -2,422 -61.02% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Reduced 1,536 558 0.0% 0.0% 434 -106 -6.46% Q1 2026 May 15, 2026
Koshinski Asset Management, Inc. History Added to 1,523 553 0.03% 0.02% 435 +430 39.34% Q1 2026 Apr 27, 2026
Centennial Bank/AR/ History No change 1,518 552 0.2% 0.2% 436 0 0.0% Q1 2026 May 06, 2026
Integrated Wealth Concepts LLC History New 1,513 550 0.0% — 437 +1,513 New Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 1,510 549 0.03% 0.02% 439 +29 1.96% Q1 2026 May 14, 2026
PRUDENTIAL PLC History No change 1,511 549 0.0% 0.0% 438 0 0.0% Q1 2026 May 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 1,507 548 0.01% 0.01% 440 -539 -26.34% Q1 2026 Apr 21, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,509 548 0.03% 0.03% 441 0 0.0% Q1 2026 Apr 13, 2026
LGT Group Foundation History No change 1,499 545 0.01% 0.01% 442 0 0.0% Q1 2026 Apr 28, 2026
WEBSTER BANK, N. A. History No change 1,493 543 0.05% 0.05% 443 0 0.0% Q1 2026 Apr 17, 2026
GAMMA Investing LLC History Added to 1,471 535 0.02% 0.01% 444 +776 111.65% Q1 2026 Apr 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,439 524 0.0% 0.0% 445 +888 161.16% Q1 2026 May 14, 2026
Ascentis Independent Advisors History Reduced 1,435 522 0.04% 0.08% 446 -26 -1.78% Q1 2026 Apr 28, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 1,429 519 0.01% 0.01% 447 +3 0.21% Q1 2026 May 15, 2026
Hilltop Holdings Inc. History Reduced 1,423 517 0.05% 0.04% 448 -436 -23.45% Q1 2026 May 14, 2026
Tyche Wealth Partners LLC History Added to 1,412 513 0.08% 0.05% 449 +493 53.65% Q1 2026 May 06, 2026
ProShare Advisors LLC History No change 1,401 509 0.0% 0.0% 450 0 0.0% Q1 2026 Apr 24, 2026
MACQUARIE GROUP LTD History No change 1,384 503 0.0% 0.0% 451 0 0.0% Q1 2026 May 15, 2026
ADVOCATE GROUP LLC History No change 1,384 503 0.08% 0.08% 452 0 0.0% Q1 2026 Apr 13, 2026
Merit Financial Group, LLC History Added to 1,373 499 0.0% 0.0% 453 +471 52.22% Q1 2026 Apr 15, 2026
Simplicity Wealth,LLC History Added to 1,373 499 0.03% 0.02% 454 +189 15.96% Q1 2026 Apr 30, 2026
NICOLET BANKSHARES INC History New 1,326 498 0.02% — 455 +1,326 New Q1 2026 May 14, 2026
Woodline Partners LP History Added to 1,367 497 0.0% 0.0% 456 +724 112.6% Q1 2026 May 15, 2026
Park Place Capital Corp History Added to 1,362 495 0.1% 0.07% 457 +370 37.3% Q1 2026 Apr 09, 2026
Voya Financial Advisors, Inc. History New 1,424 494 0.05% — 458 +1,424 New Q1 2026 May 12, 2026
ICW Investment Advisors LLC History Added to 1,343 488 0.18% 0.14% 459 +237 21.43% Q1 2026 May 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,340 487 0.01% 0.01% 460 +434 47.9% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Added to 1,339 487 0.01% 0.01% 461 +16 1.21% Q1 2026 May 12, 2026
Advisor OS, LLC History Added to 1,329 483 0.03% 0.03% 463 +370 38.58% Q1 2026 May 07, 2026
Avidian Wealth Enterprises, LLC History Added to 1,329 483 0.02% 0.01% 462 +278 26.45% Q1 2026 May 07, 2026
RITHOLTZ WEALTH MANAGEMENT History New 1,320 480 0.01% — 464 +1,320 New Q1 2026 Apr 20, 2026
Unified Investment Management History New 1,312 477 0.49% — 466 +1,312 New Q1 2026 Apr 29, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 1,312 477 0.16% 0.13% 465 +138 11.75% Q1 2026 Apr 22, 2026
E. Ohman J:or Asset Management AB History No change 1,305 474 0.01% 0.01% 467 0 0.0% Q1 2026 Apr 16, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 1,294 470 0.0% 0.0% 468 +238 22.54% Q1 2026 May 14, 2026
Davidson Kahn Capital Management, LLC History Reduced 1,292 469 0.25% 0.56% 469 -1,906 -59.6% Q1 2026 Apr 22, 2026
Saudi Central Bank History New 1,289 468 0.01% — 470 +1,289 New Q1 2026 May 15, 2026
First Bank & Trust History Reduced 1,252 455 0.07% 0.07% 471 -91 -6.78% Q1 2026 Apr 10, 2026
Empowered Funds, LLC History New 1,239 450 0.0% — 472 +1,239 New Q1 2026 May 14, 2026
Citizens Business Bank History New 1,239 450 0.07% — 473 +1,239 New Q1 2026 May 01, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 1,229 447 0.0% 0.0% 474 -45 -3.53% Q1 2026 May 01, 2026
Tower Research Capital LLC (TRC) History Reduced 1,227 446 0.01% 0.02% 475 -787 -39.08% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 1,182 444 0.0% 0.0% 476 +922 354.62% Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History New 1,214 441 0.05% — 477 +1,214 New Q1 2026 May 15, 2026
Tudor Financial Inc. History No change 1,195 434 0.22% 0.21% 478 0 0.0% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 1,168 424 0.01% 0.01% 479 -895 -43.38% Q1 2026 Apr 22, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,164 423 0.01% 0.01% 480 0 0.0% Q1 2026 May 15, 2026
Modera Wealth Management, LLC History Reduced 1,162 422 0.01% 0.0% 481 -3 -0.26% Q1 2026 May 06, 2026
LVW Advisors, LLC History Reduced 1,160 421 0.04% 0.04% 482 -125 -9.73% Q1 2026 Apr 20, 2026
Mutual Advisors, LLC History Added to 1,158 421 0.01% 0.01% 483 +4 0.35% Q1 2026 May 01, 2026
Verity & Verity, LLC History Reduced 1,155 420 0.03% 0.03% 484 -75 -6.1% Q1 2026 Apr 15, 2026
Significant Wealth Partners LLC History New 1,154 419 0.52% — 486 +1,154 New Q1 2026 Apr 08, 2026
Impact Capital Partners LLC History Reduced 1,153 419 0.13% 0.13% 485 -106 -8.42% Q1 2026 Apr 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 1,136 413 0.02% 0.02% 487 +23 2.07% Q1 2026 Apr 15, 2026
Patten Group, Inc. History New 1,134 412 0.07% — 488 +1,134 New Q1 2026 Apr 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,119 407 0.0% 0.0% 489 -41 -3.53% Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,117 406 0.0% 0.0% 490 -434 -27.98% Q1 2026 May 07, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 1,115 405 0.26% 0.24% 492 +54 5.09% Q1 2026 Apr 27, 2026
ASSETMARK, INC History Added to 1,115 405 0.0% 0.0% 491 +29 2.67% Q1 2026 May 06, 2026
Freemont Management S.A. History Reduced 1,100 400 0.06% 0.07% 493 -100 -8.33% Q1 2026 May 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 1,092 397 0.0% 0.0% 494 -52 -4.55% Q1 2026 Apr 27, 2026
Tidal Investments LLC History Reduced 1,084 394 0.0% 0.0% 495 -2,075 -65.69% Q1 2026 May 15, 2026
Baker Ellis Asset Management LLC History No change 1,059 385 0.05% 0.04% 496 0 0.0% Q1 2026 Apr 17, 2026
GREENLEAF TRUST History Added to 1,056 384 0.0% 0.0% 497 +44 4.35% Q1 2026 Apr 27, 2026
Texas Yale Capital Corp. History New 1,042 379 0.01% — 498 +1,042 New Q1 2026 May 04, 2026
Compass Ion Advisors, LLC History Added to 1,040 378 0.04% 0.03% 499 +147 16.46% Q1 2026 Apr 13, 2026
Quantum Private Wealth, LLC History No change 1,038 377 0.12% 0.1% 500 0 0.0% Q1 2026 Apr 27, 2026
Ballentine Partners, LLC History New 1,029 374 0.01% — 503 +1,029 New Q1 2026 May 14, 2026
Modern Wealth Management, LLC History Reduced 997 374 0.01% 0.01% 501 -90 -8.28% Q1 2026 May 14, 2026
71 West Capital Partners History No change 1,030 374 0.02% 0.02% 502 0 0.0% Q1 2026 May 06, 2026
PARK NATIONAL CORP /OH/ History No change 1,019 370 0.01% 0.01% 504 0 0.0% Q1 2026 Apr 16, 2026
North Dakota State Investment Board History Reduced 1,017 369 0.02% 0.02% 505 -208 -16.98% Q1 2026 May 08, 2026
Walleye Trading LLC History Added to 1,014 368 0.0% 0.0% 506 +204 25.19% Q1 2026 May 08, 2026
Osmosis Investment Management UK Ltd History New 1,004 365 0.01% — 507 +1,004 New Q1 2026 May 14, 2026
Argent Trust Co History Reduced 1,003 364 0.01% 0.06% 508 -4,063 -80.2% Q1 2026 May 13, 2026
TOMPKINS FINANCIAL CORP History No change 1,000 363 0.03% 0.03% 509 0 0.0% Q1 2026 Apr 09, 2026
Venture Visionary Partners LLC History Reduced 985 358 0.01% 0.01% 512 -283 -22.32% Q1 2026 May 14, 2026
Penserra Capital Management LLC History Added to 987 358 0.0% 0.0% 510 +20 2.07% Q1 2026 May 11, 2026
AE Wealth Management LLC History Added to 987 358 0.0% 0.0% 511 +15 1.54% Q1 2026 May 13, 2026
NICOLET ADVISORY SERVICES, LLC History No change 951 357 0.02% 0.02% 513 0 0.0% Q4 2025 Feb 13, 2026
OSTRUM ASSET MANAGEMENT History Added to 973 353 0.02% 0.0% 514 +803 472.35% Q1 2026 May 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 931 349 0.02% 0.02% 515 +55 6.28% Q1 2026 May 01, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 956 347 0.01% 0.01% 516 +36 3.91% Q1 2026 Apr 29, 2026
Parallel Advisors, LLC History Reduced 954 347 0.01% 0.01% 517 -20 -2.05% Q1 2026 Jun 02, 2026
Autumn Glory Partners, LLC History New 950 345 0.13% — 518 +950 New Q1 2026 May 04, 2026
Trust Point Inc. History Reduced 946 344 0.03% 0.03% 519 -63 -6.24% Q1 2026 Apr 15, 2026
Lido Advisors, LLC History Added to 926 337 0.0% 0.0% 520 +122 15.17% Q1 2026 May 13, 2026
Clarius Group, LLC History No change 1,000 336 0.02% 0.02% 521 0 0.0% Q4 2025 Jan 14, 2026
SIMON QUICK ADVISORS, LLC History New 923 335 0.02% — 522 +923 New Q1 2026 May 06, 2026
ADELL HARRIMAN & CARPENTER INC History No change 913 332 0.02% 0.02% 523 0 0.0% Q1 2026 May 04, 2026
Arkadios Wealth Advisors History Added to 912 331 0.01% 0.01% 525 +7 0.77% Q1 2026 May 18, 2026
K.J. Harrison & Partners Inc History No change 910 331 0.05% 0.04% 524 0 0.0% Q1 2026 Apr 28, 2026
XTX Topco Ltd History Reduced 899 327 0.01% 0.09% 526 -9,192 -91.09% Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 895 325 0.0% 0.0% 527 -152 -14.52% Q1 2026 Apr 20, 2026
Allspring Global Investments Holdings, LLC History Reduced 865 325 0.0% 0.0% 528 -24 -2.7% Q1 2026 May 05, 2026
Gibbs Wealth Management History Added to 891 324 0.04% 0.05% 531 +319 55.77% Q1 2026 May 13, 2026
Private Advisor Group, LLC History Reduced 891 324 0.0% 0.0% 529 -141 -13.66% Q1 2026 Apr 24, 2026
Vise Technologies, Inc. History No change 963 324 0.01% 0.01% 530 0 0.0% Q1 2026 Apr 21, 2026
Lombard Odier Asset Management (USA) Corp History New 886 322 0.03% — 532 +886 New Q1 2026 May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 884 321 0.0% 0.01% 533 -2,194 -71.28% Q1 2026 May 01, 2026
Texas Bank & Trust Co History No change 875 318 0.12% 0.11% 534 0 0.0% Q1 2026 Apr 30, 2026
BankPlus Trust Department History No change 848 308 0.08% 0.07% 535 0 0.0% Q1 2026 May 11, 2026
BOSTON FAMILY OFFICE LLC History No change 835 304 0.02% 0.02% 536 0 0.0% Q1 2026 May 13, 2026
BURNEY CO/ History Added to 832 302 0.01% 0.01% 539 +15 1.84% Q1 2026 Apr 29, 2026
CULLEN/FROST BANKERS, INC. History Added to 831 302 0.0% 0.0% 537 +4 0.48% Q1 2026 May 05, 2026
STRS OHIO History Reduced 832 302 0.0% 0.0% 538 -2 -0.24% Q1 2026 Apr 24, 2026
MassMutual Private Wealth & Trust, FSB History Added to 819 297 0.01% 0.01% 540 +36 4.6% Q1 2026 Apr 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 810 294 0.02% 0.02% 541 0 0.0% Q1 2026 May 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 808 293 0.0% 0.0% 543 -50 -5.83% Q1 2026 May 05, 2026
STEPHENS INC /AR/ History Added to 806 293 0.0% 0.0% 542 +4 0.5% Q1 2026 Apr 28, 2026
Pine Valley Investments Ltd Liability Co History No change 868 292 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 793 288 0.0% 0.0% 545 +83 11.69% Q1 2026 May 14, 2026
Dorsey & Whitney Trust CO LLC History Added to 784 285 0.02% 0.01% 546 +6 0.77% Q1 2026 May 14, 2026
JTC Employer Solutions Trustee Ltd History No change 780 284 0.02% 0.02% 547 0 0.0% Q1 2026 May 19, 2026
IFP Advisors, Inc History Reduced 779 283 0.01% 0.01% 548 -90 -10.36% Q1 2026 Apr 13, 2026
Heartwood Wealth Advisors LLC History No change 761 276 0.02% 0.02% 549 0 0.0% Q1 2026 Apr 07, 2026
NewEdge Advisors, LLC History Reduced 757 275 0.0% 0.0% 550 -172 -18.51% Q1 2026 Jun 02, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History Reduced 752 273 0.2% 0.32% 551 -402 -34.84% Q1 2026 May 06, 2026
B. Metzler seel. Sohn & Co. AG History No change 736 267 0.0% 0.0% 552 0 0.0% Q1 2026 May 08, 2026
Taylor Hoffman Capital Management LLC History Added to 731 265 0.08% 0.07% 553 +7 0.97% Q1 2026 May 12, 2026
Vestcor Inc History Reduced 727 264 0.01% 0.01% 554 -12 -1.62% Q1 2026 May 12, 2026
Apollon Wealth Management, LLC History New 719 261 0.0% — 555 +719 New Q1 2026 Apr 22, 2026
Guardian Partners Inc. History Added to 708 257 0.02% 0.02% 557 +22 3.21% Q1 2026 May 15, 2026
Sound View Wealth Advisors Group, LLC History No change 709 257 0.02% 0.02% 556 0 0.0% Q1 2026 May 06, 2026
Dakota Wealth Management History Added to 706 256 0.01% 0.0% 558 +48 7.29% Q1 2026 May 07, 2026
INTRUST BANK NA History Reduced 703 255 0.02% 0.02% 559 -44 -5.89% Q1 2026 May 06, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History Added to 697 254 0.49% 0.44% 560 +11 1.6% Q1 2026 Apr 22, 2026
Fulcrum Capital LLC History No change 691 251 0.05% 0.05% 561 0 0.0% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History New 689 250 0.0% — 562 +689 New Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Reduced 686 249 0.01% 0.01% 563 -222 -24.45% Q1 2026 May 08, 2026
Legacy Capital Wealth Partners, LLC History Added to 684 248 0.05% 0.04% 565 +70 11.4% Q1 2026 May 15, 2026
Somerset Trust Co History Added to 684 248 0.08% 0.07% 564 +16 2.4% Q1 2026 Apr 02, 2026
ASR Vermogensbeheer N.V. History Added to 683 248 0.0% 0.0% 566 +16 2.4% Q1 2026 Apr 30, 2026
Roehl & Yi Investment Advisors, LLC History New 680 247 0.09% — 567 +680 New Q1 2026 May 14, 2026
Thrive Wealth Management, LLC History New 676 245 0.04% — 568 +676 New Q1 2026 Apr 09, 2026
Whetstone Capital Advisors, LLC History Added to 668 243 0.08% 0.07% 569 +12 1.83% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History New 667 242 0.0% — 571 +667 New Q1 2026 May 05, 2026
PAX Financial Group, LLC History Reduced 667 242 0.04% 0.05% 570 -139 -17.25% Q1 2026 Apr 27, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 662 240 0.07% 0.06% 573 +64 10.7% Q1 2026 Apr 28, 2026
World Investment Advisors History Added to 660 240 0.0% 0.0% 572 +52 8.55% Q1 2026 Apr 27, 2026
Trivium Point Advisory, LLC History Reduced 652 237 0.04% 0.02% 574 -48 -6.86% Q1 2026 Apr 21, 2026
Catalyst Funds Management Pty Ltd History New 645 234 0.04% — 576 +645 New Q1 2026 May 11, 2026
Crews Bank & Trust History Reduced 650 234 0.03% 0.03% 575 -50 -7.14% Q1 2026 May 13, 2026
Apella Capital, LLC History New 539 231 0.0% — 579 +539 New Q1 2026 Apr 20, 2026
FourThought Financial Partners, LLC History Added to 635 231 0.02% 0.02% 578 +25 4.1% Q1 2026 May 07, 2026
Checchi Capital Advisers, LLC History Reduced 636 231 0.01% 0.01% 577 -21 -3.2% Q1 2026 May 04, 2026
JOURNEY STRATEGIC WEALTH LLC History New 634 230 0.01% — 581 +634 New Q1 2026 Apr 15, 2026
PROFUND ADVISORS LLC History Reduced 634 230 0.01% 0.01% 580 -73 -10.33% Q1 2026 Apr 24, 2026
Smartleaf Asset Management LLC History Added to 656 229 0.01% 0.01% 582 +235 55.82% Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History Reduced 613 223 0.0% 0.0% 583 -16 -2.54% Q1 2026 May 05, 2026
RiverFront Investment Group, LLC History New 610 221 0.0% — 584 +610 New Q1 2026 May 11, 2026
TruNorth Capital Management, LLC History No change 606 220 0.04% 0.04% 585 0 0.0% Q1 2026 Apr 22, 2026
Stratos Investment Management, LLC History New 603 219 0.01% — 586 +603 New Q1 2026 Apr 28, 2026
Ashton Thomas Private Wealth, LLC History New 601 218 0.01% — 591 +601 New Q1 2026 May 11, 2026
DV Trading LLC History New 600 218 0.01% — 590 +600 New Q1 2026 May 15, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 600 218 0.05% 0.05% 587 0 0.0% Q1 2026 May 12, 2026
Boit C F David History No change 600 218 0.1% 0.1% 588 0 0.0% Q1 2026 Apr 09, 2026
UniSuper Management Pty Ltd History No change 600 218 0.0% 0.0% 589 0 0.0% Q1 2026 May 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 596 216 0.06% 0.06% 592 -35 -5.55% Q1 2026 Apr 29, 2026
Laird Norton Wetherby Trust Company, LLC History New 589 214 0.0% — 593 +589 New Q1 2026 May 15, 2026
OSLO PENSJONSFORSIKRING AS History New 587 213 0.03% — 596 +587 New Q1 2026 May 08, 2026
EAGLE GLOBAL ADVISORS LLC History New 586 213 0.01% — 595 +586 New Q1 2026 May 15, 2026
HM PAYSON & CO History Reduced 588 213 0.0% 0.0% 594 -100 -14.53% Q1 2026 Apr 13, 2026
BOYAR ASSET MANAGEMENT INC. History New 583 212 0.12% — 599 +583 New Q1 2026 May 08, 2026
Hilltop National Bank History Added to 585 212 0.05% 0.04% 598 +131 28.85% Q1 2026 Apr 02, 2026
SIGNATUREFD, LLC History Added to 583 212 0.0% 0.0% 597 +72 14.09% Q1 2026 Apr 07, 2026
Biltmore Family Office, LLC History New 582 211 0.03% — 600 +582 New Q1 2026 May 11, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 574 209 0.01% 0.03% 601 -696 -54.8% Q1 2026 Apr 28, 2026
DC Investments Management, LLC History New 567 206 0.08% — 602 +567 New Q1 2026 May 14, 2026
Impact Partnership Wealth, LLC History Reduced 562 204 0.03% 0.03% 603 -149 -20.96% Q1 2026 Apr 23, 2026
Independent Wealth Network Inc. History New 553 201 0.06% — 605 +553 New Q1 2026 Apr 20, 2026
Parkside Financial Bank & Trust History Added to 555 201 0.02% 0.01% 604 +1 0.18% Q1 2026 May 13, 2026
Legacy Trust History New 551 200 0.04% — 606 +551 New Q1 2026 Apr 14, 2026
BESSEMER GROUP INC History Added to 496 181 0.0% 0.0% 607 +47 10.47% Q1 2026 May 06, 2026
SUMITOMO LIFE INSURANCE CO History Added to 497 180 0.0% 0.0% 608 +16 3.33% Q1 2026 May 12, 2026
Siemens Fonds Invest GmbH History No change 479 174 0.01% 0.01% 609 0 0.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 477 173 0.0% 0.0% 610 +56 13.3% Q1 2026 May 15, 2026
V-Square Quantitative Management LLC History Added to 471 171 0.02% 0.01% 611 +63 15.44% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 443 161 0.0% 0.01% 612 +14 3.26% Q1 2026 May 15, 2026
WHITTIER TRUST CO History Added to 388 146 0.0% 0.0% 613 +88 29.33% Q1 2026 Apr 28, 2026
Global Retirement Partners, LLC History No change 428 144 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 06, 2026
Navera Investment Management Ltd. History Reduced 379 137 0.0% 0.0% 615 -93 -19.7% Q1 2026 May 12, 2026
Colonial Trust Co / SC History Added to 374 136 0.02% 0.01% 616 +47 14.37% Q1 2026 May 12, 2026
Root Financial Partners, LLC History Added to 357 129 0.01% 0.01% 617 +49 15.91% Q1 2026 Apr 24, 2026
Y.D. More Investments Ltd History No change 350 127 0.0% 0.01% 618 0 0.0% Q1 2026 May 04, 2026
Financial Network Wealth Advisors LLC History Reduced 301 109 0.11% 0.11% 619 -21 -6.52% Q1 2026 May 14, 2026
FIL Ltd History Added to 275 100 0.0% 0.0% 620 +230 511.11% Q1 2026 May 15, 2026
Covestor Ltd History Reduced 262 95 0.07% 0.05% 621 -34 -11.49% Q1 2026 May 05, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 256 93 0.0% 0.0% 622 0 0.0% Q1 2026 May 05, 2026
Arax Advisory Partners History Reduced 246 89 0.0% 0.0% 623 -256 -51.0% Q1 2026 May 13, 2026
CENTRAL TRUST Co History Reduced 240 87 0.0% 0.0% 624 -75 -23.81% Q1 2026 Apr 17, 2026
MATHER GROUP, LLC. History New 231 84 0.0% — 625 +231 New Q1 2026 Apr 13, 2026
BAMCO INC /NY/ History Added to 227 82 0.0% 0.0% 626 +124 120.39% Q1 2026 May 15, 2026
TRUST CO OF VERMONT History No change 240 80 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 203 76 0.0% 0.0% 628 +9 4.64% Q1 2026 Apr 28, 2026
Larson Financial Group LLC History Reduced 209 75 0.0% 0.0% 629 -3 -1.42% Q1 2026 May 15, 2026
FNY Investment Advisers, LLC History New 200 72 0.03% — 630 +200 New Q1 2026 Apr 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 165 60 0.0% 0.0% 632 -86 -34.26% Q1 2026 May 15, 2026
Quarry LP History Added to 167 60 0.01% 0.01% 633 +56 50.45% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 166 60 0.0% 0.0% 631 0 0.0% Q1 2026 May 08, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 160 58 0.04% 0.02% 635 -5 -3.03% Q1 2026 May 01, 2026
N.E.W. Advisory Services LLC History No change 160 58 0.0% 0.0% 634 0 0.0% Q1 2026 May 04, 2026
Curat Global, LLC History No change 160 58 0.06% 0.06% 636 0 0.0% Q1 2026 Apr 21, 2026
Blue Trust, Inc. History Reduced 159 57 0.0% 0.0% 637 -156 -49.52% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 146 53 0.0% 0.0% 638 +119 440.74% Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 145 52 0.0% 0.0% 639 0 0.0% Q1 2026 Apr 13, 2026
MCF Advisors LLC History Reduced 132 48 0.0% 0.0% 640 -82 -38.32% Q1 2026 May 11, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 130 47 0.0% 0.0% 641 -13 -9.09% Q1 2026 Apr 28, 2026
Elevated Capital Advisors, LLC History Reduced 129 46 0.01% 0.18% 642 -2,199 -94.46% Q1 2026 Apr 30, 2026
Western Wealth Management, LLC History New 112 40 0.0% — 644 +112 New Q1 2026 May 19, 2026
Golden State Wealth Management, LLC History Added to 110 40 0.0% 0.0% 643 +1 0.92% Q1 2026 Apr 28, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 105 38 0.01% 0.01% 645 -20 -16.0% Q1 2026 May 15, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 99 36 0.0% 0.03% 646 -982 -90.84% Q1 2026 Apr 23, 2026
Glen Eagle Advisors, LLC History Reduced 95 34 0.0% 0.01% 647 -20 -17.39% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 89 32 0.0% 0.0% 648 -37 -29.37% Q1 2026 Apr 30, 2026
Strengthening Families & Communities, LLC History New 86 31 0.01% — 650 +86 New Q1 2026 May 11, 2026
BAYBAN History No change 87 31 0.03% 0.03% 649 0 0.0% Q1 2026 Apr 24, 2026
Elequin Capital, LP History New 80 29 0.0% — 652 +80 New Q1 2026 May 11, 2026
AlphaQuest LLC History No change 88 29 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 09, 2026
Measured Wealth Private Client Group, LLC History Added to 77 28 0.01% 0.01% 653 +10 14.93% Q1 2026 May 13, 2026
ST GERMAIN D J CO INC History No change 72 26 0.0% 0.0% 654 0 0.0% Q1 2026 Apr 13, 2026
Salomon & Ludwin, LLC History No change 72 26 0.0% 0.0% 655 0 0.0% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 78 26 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 70 25 0.0% — 658 +70 New Q1 2026 Apr 14, 2026
Manchester Capital Management LLC History New 69 25 0.0% — 657 +69 New Q1 2026 May 11, 2026
Rialto Wealth Management, LLC History Added to 68 24 0.01% 0.01% 661 +3 4.62% Q1 2026 May 14, 2026
GoalVest Advisory LLC History No change 67 24 0.0% 0.0% 659 0 0.0% Q1 2026 Apr 13, 2026
Lodestone Wealth Management LLC History No change 67 24 0.01% 0.01% 660 0 0.0% Q1 2026 May 01, 2026
Hartford Financial Management Inc. History Added to 64 23 0.01% 0.0% 662 +12 23.08% Q1 2026 Apr 15, 2026
Rossby Financial, LCC History Added to 62 23 0.0% 0.01% 664 +11 21.57% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 65 23 0.0% 0.0% 663 0 0.0% Q1 2026 Apr 10, 2026
PRIVATE TRUST CO NA History Reduced 61 22 0.0% 0.0% 665 -25 -29.07% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History Added to 62 22 0.0% 0.0% 666 +3 5.08% Q1 2026 Apr 24, 2026
Ransom Advisory, Ltd History No change 67 22 0.01% 0.01% 667 0 0.0% Q4 2025 Jan 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 58 21 0.0% 0.0% 668 +27 87.1% Q1 2026 Apr 23, 2026
ENTRUST FINANCIAL LLC History Reduced 59 21 0.01% 0.01% 670 -1 -1.67% Q1 2026 May 12, 2026
First PREMIER Bank History No change 59 21 0.0% 0.0% 669 0 0.0% Q1 2026 Apr 20, 2026
Manitou Investment Management Ltd. History No change 50 18 0.0% 0.0% 671 0 0.0% Q1 2026 Apr 20, 2026
Raiffeisen Bank International AG History No change 54 18 0.0% 0.0% 672 0 0.0% Q1 2026 Apr 24, 2026
North Star Investment Management Corp. History No change 47 17 0.0% 0.0% 673 0 0.0% Q1 2026 Apr 23, 2026
SIMPLEX TRADING, LLC History Reduced 42 15 0.0% 0.0% 674 -729 -94.55% Q1 2026 May 14, 2026
Archer Investment Corp History Reduced 42 15 0.0% 0.04% 676 -454 -91.53% Q1 2026 May 04, 2026
Torren Management, LLC History Reduced 42 15 0.01% 0.01% 677 -34 -44.74% Q1 2026 Apr 30, 2026
Solstein Capital, LLC History No change 42 15 0.01% 0.01% 675 0 0.0% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Reduced 39 14 0.0% 0.0% 678 -135 -77.59% Q1 2026 May 06, 2026
Bogart Wealth, LLC History Reduced 40 14 0.0% 0.0% 680 -1 -2.44% Q1 2026 Apr 28, 2026
Legacy Bridge, LLC History No change 40 14 0.01% 0.01% 679 0 0.0% Q1 2026 May 14, 2026
West Branch Capital LLC History No change 41 14 0.0% 0.0% 681 0 0.0% Q1 2026 Apr 14, 2026
Legacy Wealth Managment, LLC/ID History No change 40 14 0.01% 0.01% 682 0 0.0% Q1 2026 May 07, 2026
Main Street Group, LTD History New 35 12 0.0% — 685 +35 New Q1 2026 May 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 33 12 0.0% 0.0% 683 -10 -23.26% Q1 2026 Apr 20, 2026
Oakworth Capital, Inc. History No change 34 12 0.0% 0.0% 684 0 0.0% Q1 2026 Apr 24, 2026
DAGCO, INC. History No change 31 11 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 20, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 28 10 0.0% — 694 +28 New Q1 2026 May 08, 2026
IMG Wealth Management, Inc. History Reduced 29 10 0.01% 0.01% 691 -23 -44.23% Q1 2026 May 15, 2026
WPG Advisers, LLC History Added to 29 10 0.01% 0.01% 692 +4 16.0% Q1 2026 Apr 29, 2026
AdvisorNet Financial, Inc History Reduced 28 10 0.0% 0.0% 687 -3 -9.68% Q1 2026 Apr 17, 2026
Versant Capital Management, Inc History Added to 30 10 0.0% 0.0% 689 +1 3.45% Q1 2026 Apr 06, 2026
Winch Advisory Services, LLC History No change 30 10 0.0% 0.0% 688 0 0.0% Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History No change 30 10 0.0% 0.0% 690 0 0.0% Q1 2026 May 04, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 30 10 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 03, 2026
NFSG Corp History No change 25 9 0.0% 0.0% 695 0 0.0% Q1 2026 May 05, 2026
Quest 10 Wealth Builders, Inc. History No change 26 9 0.01% 0.01% 696 0 0.0% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 23 8 0.0% — 697 +22 2200.0% Q1 2026 May 07, 2026
Fortitude Family Office, LLC History New 22 8 0.0% — 701 +22 New Q1 2026 Apr 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 20 8 0.0% 0.0% 699 -10 -33.33% Q1 2026 May 06, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 24 8 0.0% 0.0% 698 -1 -4.0% Q1 2026 May 07, 2026
Meramec Financial Planners, LLC History No change 20 8 0.0% 0.0% 700 0 0.0% Q1 2026 Apr 27, 2026
Birchwood Financial Partners, Inc. History New 21 7 0.01% — 706 +21 New Q1 2026 May 05, 2026
Keating Financial Advisory Services, Inc. History Reduced 21 7 0.0% 0.0% 704 -3 -12.5% Q1 2026 May 15, 2026
Smithfield Trust Co History No change 20 7 0.0% 0.0% 702 0 0.0% Q1 2026 May 08, 2026
Clearstead Trust, LLC History No change 21 7 0.0% 0.0% 703 0 0.0% Q1 2026 May 06, 2026
Advocate Investing Services LLC History No change 21 7 0.01% 0.01% 705 0 0.0% Q1 2026 Apr 22, 2026
Rosenberg Matthew Hamilton History Reduced 18 6 0.0% 0.0% 712 -17 -48.57% Q1 2026 Apr 06, 2026
CVA Family Office, LLC History Added to 18 6 0.0% 0.0% 710 +12 200.0% Q1 2026 Apr 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 17 6 0.0% 0.0% 707 +11 183.33% Q1 2026 May 08, 2026
Strategic Wealth Partners, Ltd. History Added to 18 6 0.0% 0.0% 709 +2 12.5% Q1 2026 May 12, 2026
SHP Wealth Management History Added to 19 6 0.0% 0.0% 711 +2 11.76% Q1 2026 May 08, 2026
McIlrath & Eck, LLC History No change 18 6 0.0% 0.0% 708 0 0.0% Q1 2026 May 19, 2026
Greykasell Wealth Strategies, Inc. History No change 18 6 0.0% 0.0% 713 0 0.0% Q1 2026 May 07, 2026
Noble Wealth Management PBC History No change 18 6 0.0% 0.0% 714 0 0.0% Q1 2026 Apr 02, 2026
MBM WEALTH CONSULTANTS, LLC History New 16 5 0.0% — 723 +16 New Q1 2026 Apr 20, 2026
Financial Life Planners History New 16 5 0.0% — 724 +16 New Q1 2026 Apr 24, 2026
Kemnay Advisory Services Inc. History New 14 5 0.0% — 722 +14 New Q1 2026 May 15, 2026
Napier Financial, LLC History New 14 5 0.0% — 725 +14 New Q1 2026 May 05, 2026
Sachetta, LLC History Added to 15 5 0.0% — 721 +13 650.0% Q1 2026 May 01, 2026
Transamerica Financial Advisors, LLC History Added to 16 5 0.0% 0.0% 717 +8 100.0% Q1 2026 May 15, 2026
FINANCIAL CONSULATE, INC History Added to 15 5 0.0% 0.0% 718 +4 36.36% Q1 2026 Apr 21, 2026
TD Capital Management LLC History Added to 15 5 0.0% 0.0% 716 +1 7.14% Q1 2026 May 11, 2026
Ancora Advisors LLC History No change 15 5 0.0% 0.0% 715 0 0.0% Q1 2026 May 15, 2026
High Note Wealth, LLC History No change 14 5 0.0% 0.0% 719 0 0.0% Q1 2026 May 11, 2026
Bell Investment Advisors, Inc History No change 15 5 0.0% 0.0% 720 0 0.0% Q1 2026 Apr 17, 2026
Cassaday & Co Wealth Management LLC History New 13 4 0.0% — 733 +13 New Q1 2026 May 07, 2026
Cornerstone Planning Group LLC History Added to 11 4 0.0% 0.0% 729 +5 83.33% Q1 2026 May 06, 2026
Sunbelt Securities, Inc. History Added to 13 4 0.0% 0.0% 727 +1 8.33% Q1 2026 May 15, 2026
Leonteq Securities AG History No change 12 4 0.0% 0.0% 726 0 0.0% Q1 2026 Apr 27, 2026
Grove Bank & Trust History No change 11 4 0.0% 0.0% 728 0 0.0% Q1 2026 Apr 08, 2026
WOLFF WIESE MAGANA LLC History No change 11 4 0.0% 0.0% 730 0 0.0% Q1 2026 Apr 13, 2026
Addison Advisors LLC History No change 11 4 0.0% 0.0% 731 0 0.0% Q1 2026 May 08, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 12 4 0.0% 0.0% 732 0 0.0% Q1 2026 May 13, 2026
JNBA Financial Advisors History New 10 3 0.0% — 738 +10 New Q1 2026 Apr 22, 2026
ELEVATION WEALTH PARTNERS, LLC History New 10 3 0.0% — 739 +10 New Q1 2026 Apr 14, 2026
SJS Investment Consulting Inc. History Added to 9 3 0.0% 0.0% 736 +5 125.0% Q1 2026 Apr 23, 2026
First Command Advisory Services, Inc. History No change 10 3 0.0% 0.0% 734 0 0.0% Q1 2026 May 07, 2026
Sound Income Strategies, LLC History No change 9 3 0.0% 0.0% 735 0 0.0% Q1 2026 Apr 27, 2026
Hilton Head Capital Partners, LLC History No change 9 3 0.0% 0.0% 737 0 0.0% Q1 2026 Apr 20, 2026
Philadelphia Investment Partners, LLC History New 8 2 0.0% — 749 +8 New Q1 2026 May 05, 2026
Wall Street Financial Group, Inc. History New 7 2 0.0% — 748 +7 New Q1 2026 May 05, 2026
DiNuzzo Private Wealth, Inc. History Added to 6 2 0.0% 0.0% 742 +1 20.0% Q1 2026 Apr 08, 2026
Essential Partners LLC History Added to 6 2 0.0% 0.0% 747 +1 20.0% Q1 2026 May 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 7 2 0.0% 0.0% 740 0 0.0% Q4 2025 Feb 05, 2026
LGT Financial Advisors LLC History No change 8 2 0.01% 0.01% 741 0 0.0% Q1 2026 Apr 28, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 6 2 0.0% 0.0% 743 0 0.0% Q1 2026 May 06, 2026
Private Wealth Management Group, LLC History No change 6 2 0.0% 0.0% 744 0 0.0% Q1 2026 Apr 23, 2026
Hughes Financial Services, LLC History No change 6 2 0.0% 0.0% 745 0 0.0% Q1 2026 Apr 29, 2026
Copia Wealth Management History No change 8 2 0.0% 0.0% 746 0 0.0% Q1 2026 May 04, 2026
Magnolia Wealth Management, LLC History New 5 1 0.0% — 766 +5 New Q1 2026 May 06, 2026
Dunhill Financial, LLC History Added to 4 1 0.0% — 757 +3 300.0% Q1 2026 May 06, 2026
Bruce G. Allen Investments, LLC History Reduced 5 1 0.0% 0.0% 761 -3 -37.5% Q1 2026 May 08, 2026
Vermillion Wealth Management, Inc. History New 3 1 0.0% — 764 +3 New Q1 2026 Apr 17, 2026
Scarborough Advisors, LLC History New 3 1 0.0% — 765 +3 New Q1 2026 May 07, 2026
MidFirst Bank History New 3 1 0.0% — 767 +3 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 4 1 0.0% — 755 +2 100.0% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History Added to 3 1 0.0% — 758 +1 50.0% Q1 2026 Apr 13, 2026
Financial Management Professionals, Inc. History No change 3 1 0.0% 0.0% 750 0 0.0% Q1 2026 Apr 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 1 0.0% 0.0% 751 0 0.0% Q1 2026 Apr 30, 2026
Crewe Advisors LLC History No change 4 1 0.0% 0.0% 752 0 0.0% Q1 2026 May 07, 2026
CX Institutional History No change 4 1 0.0% 0.0% 753 0 0.0% Q1 2026 Apr 06, 2026
First Pacific Financial History No change 5 1 0.0% 0.0% 754 0 0.0% Q1 2026 Apr 23, 2026
Cromwell Holdings LLC History No change 3 1 0.0% 0.0% 756 0 0.0% Q1 2026 Apr 30, 2026
Imprint Wealth LLC History No change 4 1 0.0% 0.0% 759 0 0.0% Q1 2026 May 15, 2026
Aspect Partners, LLC History No change 4 1 0.0% 0.0% 760 0 0.0% Q1 2026 Apr 02, 2026
Signature Equity Partners, LLC History No change 4 1 0.0% 0.0% 762 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History No change 3 1 0.0% 0.0% 763 0 0.0% Q1 2026 May 08, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.14% — -120,497 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.01% — -62,727 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 0.04% — -61,054 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 — 0.04% — -12,236 -100.0% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Closed out 0 0 — 0.1% — -9,756 -100.0% Q1 2026 May 15, 2026
NICOLA WEALTH MANAGEMENT LTD. History Closed out 0 0 — 0.25% — -8,000 -100.0% Q1 2026 May 07, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 — 0.01% — -6,931 -100.0% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 — 0.15% — -6,669 -100.0% Q1 2026 May 15, 2026
Regents Gate Capital LLP History Closed out 0 0 — 0.69% — -6,430 -100.0% Q1 2026 May 07, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -6,188 -100.0% Q1 2026 May 07, 2026
Weiss Asset Management LP History Closed out 0 0 — 0.03% — -5,519 -100.0% Q1 2026 May 15, 2026
Northwest & Ethical Investments L.P. History Closed out 0 0 — 0.03% — -4,555 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 — 0.0% — -4,497 -100.0% Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.0% — -3,948 -100.0% Q1 2026 May 05, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.06% — -3,775 -100.0% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Closed out 0 0 — 0.01% — -3,700 -100.0% Q1 2026 Apr 28, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 — 0.01% — -3,696 -100.0% Q1 2026 May 15, 2026
Lee Financial Co History Closed out 0 0 — 0.17% — -3,665 -100.0% Q1 2026 Apr 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Closed out 0 0 — 0.01% — -3,026 -100.0% Q1 2026 May 15, 2026
Hestia Capital Management, LLC History Closed out 0 0 — 0.84% — -3,000 -100.0% Q1 2026 May 08, 2026
Capital International Sarl History Closed out 0 0 — 0.01% — -2,709 -100.0% Q1 2026 May 13, 2026
Cynosure Group, LLC History Closed out 0 0 — 0.09% — -2,632 -100.0% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 — 0.06% — -2,163 -100.0% Q1 2026 May 08, 2026
FORA Capital, LLC History Closed out 0 0 — 0.06% — -1,584 -100.0% Q1 2026 May 14, 2026
Quantitative Investment Management, LLC History Closed out 0 0 — 0.05% — -1,543 -100.0% Q1 2026 May 15, 2026
Compound Planning, Inc. History Closed out 0 0 — 0.01% — -1,486 -100.0% Q1 2026 May 14, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 — 0.0% — -1,479 -100.0% Q1 2026 May 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 — 0.04% — -1,400 -100.0% Q1 2026 May 13, 2026
Baader Bank Aktiengesellschaft History Closed out 0 0 — 0.03% — -1,384 -100.0% Q1 2026 May 08, 2026
Scientech Research LLC History Closed out 0 0 — 0.25% — -1,183 -100.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 — 0.0% — -1,155 -100.0% Q1 2026 Apr 30, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -1,128 -100.0% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Closed out 0 0 — 0.0% — -1,122 -100.0% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Closed out 0 0 — 0.0% — -1,118 -100.0% Q1 2026 Apr 30, 2026
Walleye Capital LLC History Closed out 0 0 — 0.0% — -1,100 -100.0% Q1 2026 May 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Closed out 0 0 — 0.05% — -1,057 -100.0% Q1 2026 May 04, 2026
Obermeyer Wealth Partners History Closed out 0 0 — 0.02% — -1,024 -100.0% Q1 2026 Apr 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -997 -100.0% Q1 2026 Apr 29, 2026
Heritage Family Offices, LLP History Closed out 0 0 — 0.13% — -861 -100.0% Q1 2026 Apr 08, 2026
Fieldview Capital Management, LLC History Closed out 0 0 — 0.05% — -838 -100.0% Q1 2026 May 14, 2026
StoneX Group Inc. History Closed out 0 0 — 0.01% — -806 -100.0% Q1 2026 May 14, 2026
Arete Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -788 -100.0% Q1 2026 May 20, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 — 0.06% — -733 -100.0% Q1 2026 May 15, 2026
Haverford Trust Co History Closed out 0 0 — 0.0% — -710 -100.0% Q1 2026 May 11, 2026
TrueMark Investments, LLC History Closed out 0 0 — 0.05% — -706 -100.0% Q1 2026 Apr 20, 2026
SOMERVILLE KURT F History Closed out 0 0 — 0.04% — -700 -100.0% Q1 2026 May 08, 2026
Capital Group Private Client Services, Inc. History Closed out 0 0 — 0.0% — -684 -100.0% Q1 2026 May 13, 2026
Ellevest, Inc. History Closed out 0 0 — 0.03% — -675 -100.0% Q1 2026 May 11, 2026
Pinnacle Financial Partners, Inc. History Closed out 0 0 — 0.0% — -671 -100.0% Q1 2026 May 14, 2026
Marble Wealth, LLC History Closed out 0 0 — 0.03% — -635 -100.0% Q1 2026 May 14, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -632 -100.0% Q1 2026 May 13, 2026
AXQ CAPITAL, LP History Closed out 0 0 — 0.05% — -632 -100.0% Q1 2026 May 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 — 0.0% — -620 -100.0% Q1 2026 May 15, 2026
Alpine Global Management, LLC History Closed out 0 0 — 0.04% — -615 -100.0% Q1 2026 May 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Closed out 0 0 — 0.0% — -420 -100.0% Q1 2026 May 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.01% — -295 -100.0% Q1 2026 May 11, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 — 0.01% — -295 -100.0% Q1 2026 May 11, 2026
LRI Investments, LLC History Closed out 0 0 — 0.01% — -231 -100.0% Q1 2026 Apr 30, 2026
Roble, Belko & Company, Inc History Closed out 0 0 — 0.01% — -171 -100.0% Q1 2026 Apr 16, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.01% — -132 -100.0% Q1 2026 May 11, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.03% — -127 -100.0% Q1 2026 Apr 15, 2026
Strategic Advocates LLC History Closed out 0 0 — 0.01% — -123 -100.0% Q1 2026 May 15, 2026
MTM Investment Management, LLC History Closed out 0 0 — 0.01% — -117 -100.0% Q1 2026 May 06, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.0% — -111 -100.0% Q1 2026 May 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -94 -100.0% Q1 2026 Apr 28, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -76 -100.0% Q1 2026 May 11, 2026
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -74 -100.0% Q1 2026 Jun 02, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -62 -100.0% Q1 2026 May 06, 2026
TCTC Holdings, LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q1 2026 May 07, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.02% — -51 -100.0% Q1 2026 Apr 16, 2026
BOK Financial Private Wealth, Inc. History Closed out 0 0 — 0.0% — -35 -100.0% Q1 2026 May 12, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -23 -100.0% Q1 2026 May 15, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q1 2026 May 12, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q1 2026 May 15, 2026
Pingora Partners LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q1 2026 May 15, 2026
Johnson Financial Group, Inc. History Closed out 0 0 — 0.0% — -5 -100.0% Q1 2026 May 07, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.0% — -5 -100.0% Q1 2026 May 12, 2026
SouthState Bank Corp History Closed out 0 0 — 0.0% — -4 -100.0% Q1 2026 May 05, 2026
Spire Wealth Management History Closed out 0 0 — 0.0% — -3 -100.0% Q1 2026 Apr 22, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — — — -2 -100.0% Q1 2026 May 13, 2026
Key FInancial Inc History Reduced 2 0 — 0.0% — -1 -33.33% Q1 2026 Apr 24, 2026
1015 Capital Partners, LLC History Added to 2 0 — — — +1 100.0% Q1 2026 May 11, 2026
ALBION FINANCIAL GROUP /UT History New 1 0 — — — +1 New Q1 2026 Apr 27, 2026
Prestige Wealth Management Group LLC History New 1 0 — — — +1 New Q1 2026 May 13, 2026
Bare Financial Services, Inc History New 1 0 — — — +1 New Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History New 1 0 — — — +1 New Q1 2026 May 01, 2026
Key Capital Management, INC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
S&T BANK/PA History No change 1 0 — — — 0 0.0% Q1 2026 May 13, 2026
Litman Gregory Wealth Management LLC History No change 1 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Triumph Capital Management History No change 1 0 — — — 0 0.0% Q1 2026 May 13, 2026
Quaker Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 10, 2026
Bay Harbor Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
Quent Capital, LLC History No change 2 0 — — — 0 0.0% Q1 2026 Apr 28, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q1 2026 May 06, 2026
Coston, McIsaac & Partners History No change 2 0 — — — 0 0.0% Q1 2026 Apr 22, 2026
PFS Partners, LLC History No change 2 0 — — — 0 0.0% Q1 2026 Apr 09, 2026
Valued Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 30, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 01, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 29, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 08, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Millstone Evans Group, LLC History No change 2 0 — — — 0 0.0% Q1 2026 Apr 30, 2026
Sunrise Financial Services, LLC History No change 2 0 — — — 0 0.0% Q1 2026 Apr 29, 2026