WATTS WATER TECHNOLOGIES INC - WTS

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 3,673,720 1,066,444 0.02% 0.02% 1 +68,115 1.89% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,075,393 848,869 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 2,127,314 617,538 1.81% 1.59% 3 -18,428 -0.86% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,660,725 482,091 0.03% 4 +1,660,725 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,226,383 356,006 0.01% 5 +1,226,383 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 991,144 287,719 0.01% 0.01% 6 +14,218 1.46% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 918,925 266,790 0.02% 0.01% 7 +86,777 10.43% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 868,754 252,192 0.03% 0.02% 8 +61,065 7.56% Q1 2026 May 15, 2026
Boston Partners History Reduced 755,904 219,089 0.23% 0.25% 9 -135,672 -15.22% Q1 2026 May 11, 2026
Impax Asset Management Group plc History Reduced 588,022 170,696 1.19% 1.12% 10 -59,851 -9.24% Q1 2026 May 12, 2026
FIRST TRUST ADVISORS LP History Added to 545,404 158,325 0.11% 0.1% 11 +34,381 6.73% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 521,286 151,316 0.03% 0.03% 12 -1,338 -0.26% Q1 2026 May 07, 2026
Invesco Ltd. History Added to 471,172 136,776 0.02% 0.02% 13 +14,661 3.21% Q1 2026 May 12, 2026
Mirova US LLC History Reduced 437,865 127,107 1.44% 1.28% 14 -22,563 -4.9% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 422,625 121,399 0.06% 0.05% 15 +108,302 34.46% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 404,093 117,304 1.16% 1.13% 16 -21,761 -5.11% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 384,583 111,640 0.02% 0.02% 17 -1,520 -0.39% Q1 2026 May 15, 2026
Boston Trust Walden Corp History Reduced 379,024 110,026 0.9% 0.91% 18 -58,692 -13.41% Q1 2026 Apr 24, 2026
NORTHERN TRUST CORP History Added to 361,010 104,797 0.01% 0.01% 19 +6,237 1.76% Q1 2026 May 14, 2026
NORGES BANK History No change 364,565 100,627 0.01% 0.01% 20 0 0.0% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 281,352 81,673 0.01% 0.01% 21 -1,478 -0.52% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 266,039 77,228 0.06% 0.02% 22 +172,408 184.14% Q1 2026 May 14, 2026
Port Capital LLC History Added to 257,406 74,722 3.32% 3.06% 23 +135 0.05% Q1 2026 May 15, 2026
Cartenna Capital, LP History Added to 240,000 69,669 2.54% 2.02% 24 +20,000 9.09% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 228,290 66,270 0.01% 0.01% 25 -5,246 -2.25% Q1 2026 May 05, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 218,832 63,524 0.1% 0.06% 26 +97,115 79.79% Q1 2026 May 15, 2026
KBC Group NV History Reduced 214,812 62,358 0.16% 0.14% 27 -6,456 -2.92% Q1 2026 May 07, 2026
WELLS FARGO & COMPANY/MN History Reduced 212,340 61,639 0.01% 0.01% 28 -29,725 -12.28% Q1 2026 May 11, 2026
MORGAN STANLEY History Reduced 198,524 57,629 0.0% 0.0% 29 -21,352 -9.71% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 190,723 55,364 0.01% 30 +190,723 New Q1 2026 May 08, 2026
Birch Hill Investment Advisors LLC History Reduced 189,310 54,954 2.47% 2.19% 31 -599 -0.32% Q1 2026 Apr 29, 2026
BNP Paribas Asset Management Holding S.A. History Added to 177,659 51,572 0.06% 0.05% 32 +26,485 17.52% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 174,749 49,592 0.0% 0.0% 33 -29,983 -14.64% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 159,071 46,176 0.03% 0.03% 34 -11,600 -6.8% Q1 2026 May 15, 2026
Amundi History Reduced 156,696 45,487 0.01% 0.01% 35 -6,916 -4.23% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Reduced 154,025 44,711 0.3% 0.29% 36 -2,775 -1.77% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 150,210 43,604 0.01% 0.01% 37 +4,485 3.08% Q1 2026 May 14, 2026
AE Wealth Management LLC History Reduced 145,531 42,246 0.23% 0.27% 38 -25,663 -14.99% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 135,140 39,229 0.06% 0.04% 39 +49,960 58.65% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 133,817 38,845 0.0% 0.0% 40 +23,300 21.08% Q1 2026 May 15, 2026
EULAV Asset Management History Added to 128,866 37,408 1.2% 0.84% 41 +14,210 12.39% Q1 2026 May 07, 2026
Polar Capital Holdings Plc History Added to 126,505 36,723 0.13% 0.05% 42 +81,257 179.58% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 123,104 35,735 0.01% 0.01% 43 -10,173 -7.63% Q1 2026 Apr 30, 2026
ALGERT GLOBAL LLC History Reduced 116,501 33,819 0.51% 0.55% 44 -10,860 -8.53% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 103,610 30,076 0.01% 0.01% 45 -7,202 -6.5% Q1 2026 May 08, 2026
Allianz Asset Management GmbH History Reduced 94,787 27,515 0.03% 0.06% 46 -119,996 -55.87% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History Added to 90,038 26,137 0.01% 0.01% 47 +28,455 46.21% Q1 2026 May 06, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 89,549 25,995 0.07% 0.07% 48 -8,135 -8.33% Q1 2026 May 05, 2026
RHUMBLINE ADVISERS History Added to 88,633 25,729 0.02% 0.02% 49 +1,407 1.61% Q1 2026 May 12, 2026
Triodos Investment Management BV History No change 86,000 24,964 1.89% 1.74% 50 0 0.0% Q1 2026 May 07, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 84,308 24,473 0.13% 0.19% 51 +462 0.55% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 83,968 24,375 0.01% 0.01% 52 +2,156 2.64% Q1 2026 May 04, 2026
GROUPAMA ASSET MANAGMENT History Added to 82,602 23,978 0.35% 0.31% 53 +5,928 7.73% Q1 2026 May 22, 2026
Qube Research & Technologies Ltd History Reduced 80,605 23,398 0.03% 0.04% 54 -69,063 -46.14% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 79,888 23,190 0.04% 0.03% 55 +14,567 22.3% Q1 2026 May 11, 2026
Russell Investments Group, Ltd. History Added to 79,268 23,011 0.02% 0.02% 56 +28,463 56.02% Q1 2026 May 08, 2026
UBS Group AG History Reduced 79,050 22,947 0.0% 0.0% 57 -18,724 -19.15% Q1 2026 May 05, 2026
FIL Ltd History Reduced 77,366 22,458 0.02% 0.02% 58 -1,381 -1.75% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 71,860 20,860 0.0% 0.0% 59 +2,947 4.28% Q1 2026 May 13, 2026
Walleye Capital LLC History Added to 71,800 20,842 0.09% 0.05% 60 +7,719 12.05% Q1 2026 May 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 71,336 20,708 0.03% 0.02% 61 +37,722 112.22% Q1 2026 May 14, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 70,333 20,417 0.27% 0.23% 62 0 0.0% Q1 2026 Apr 16, 2026
E. Ohman J:or Asset Management AB History Added to 64,549 18,737 0.5% 0.08% 63 +52,010 414.79% Q1 2026 Apr 16, 2026
ALLIANCEBERNSTEIN L.P. History Added to 67,595 18,657 0.01% 0.01% 64 +107 0.16% Q1 2026 May 15, 2026
Robeco Schweiz AG History Reduced 63,032 18,297 0.39% 0.41% 65 -3,000 -4.54% Q1 2026 May 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 62,907 18,261 0.04% 0.04% 66 -8,654 -12.09% Q1 2026 May 15, 2026
Perpetual Ltd History Added to 60,825 17,656 0.27% 0.24% 67 +936 1.56% Q1 2026 Apr 14, 2026
SEI INVESTMENTS CO History Added to 60,651 17,605 0.02% 0.01% 68 +7,734 14.62% Q1 2026 May 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 60,311 17,507 0.01% 0.01% 69 +6,718 12.54% Q1 2026 May 06, 2026
Champlain Investment Partners, LLC History Reduced 54,832 15,917 0.2% 0.31% 70 -55,077 -50.11% Q1 2026 May 13, 2026
Swiss National Bank History Added to 54,240 15,745 0.01% 0.01% 71 +160 0.3% Q1 2026 May 07, 2026
FMR LLC History Reduced 53,180 15,437 0.0% 0.0% 72 -3,988 -6.98% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 52,229 15,161 0.02% 0.01% 73 -1,120 -2.1% Q1 2026 May 12, 2026
Retirement Systems of Alabama History Added to 50,726 14,725 0.05% 0.04% 74 +730 1.46% Q1 2026 Apr 24, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 50,375 14,623 0.03% 0.03% 75 -3,661 -6.78% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Reduced 49,305 14,313 0.05% 0.05% 76 -12,319 -19.99% Q1 2026 Apr 28, 2026
North Growth Management Ltd. History Added to 47,000 13,519 2.07% 1.74% 77 +7,000 17.5% Q1 2026 Apr 23, 2026
OP Asset Management Ltd History Added to 46,080 13,376 0.16% 0.01% 78 +42,024 1036.09% Q1 2026 Apr 10, 2026
DekaBank Deutsche Girozentrale History No change 46,061 13,292 0.02% 0.02% 79 0 0.0% Q1 2026 May 07, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 44,927 13,041 0.05% 0.08% 80 -33,993 -43.07% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 44,626 12,954 0.0% 0.0% 81 -14,302 -24.27% Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 43,541 12,639 0.01% 0.01% 82 -1,000 -2.25% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 43,519 12,633 0.04% 0.03% 83 +11,550 36.13% Q1 2026 May 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 44,187 12,622 0.01% 0.01% 84 -2,250 -4.85% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 41,153 11,946 0.0% 0.0% 85 +3,254 8.59% Q1 2026 May 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 40,443 11,740 0.05% 0.0% 86 +37,800 1430.19% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 40,415 11,732 0.01% 0.01% 87 -4,962 -10.94% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 38,854 11,279 0.0% 0.0% 88 -1,532 -3.79% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 38,633 11,214 0.02% 0.04% 89 -39,741 -50.71% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 37,960 11,019 0.0% 0.0% 90 +35,024 1192.92% Q1 2026 May 12, 2026
Clark Capital Management Group, Inc. History Added to 37,455 10,872 0.07% 0.06% 91 +4,506 13.68% Q1 2026 May 15, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 37,353 10,843 0.11% 0.11% 92 +3,465 10.22% Q1 2026 Apr 28, 2026
BURNEY CO/ History Reduced 36,594 10,622 0.33% 0.46% 93 -16,730 -31.37% Q1 2026 Apr 29, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 35,046 10,174 0.02% 0.02% 94 +1,752 5.26% Q1 2026 Apr 27, 2026
Erste Asset Management GmbH History Added to 35,535 10,084 0.09% 0.07% 95 +5,608 18.74% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Added to 34,728 10,082 0.0% 0.0% 96 +730 2.15% Q1 2026 May 15, 2026
Candriam S.C.A. History Added to 34,579 10,037 0.05% 0.04% 97 +7,256 26.56% Q1 2026 Apr 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 33,193 9,635 0.0% 0.0% 98 +1,866 5.96% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 32,791 9,518 0.01% 0.01% 99 +6,879 26.55% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 32,783 9,516 0.06% 0.06% 100 -2,286 -6.52% Q1 2026 May 05, 2026
PRUDENTIAL FINANCIAL INC History Added to 30,585 8,878 0.01% 0.0% 101 +20,462 202.13% Q1 2026 May 13, 2026
ALPS ADVISORS INC History Added to 30,344 8,808 0.04% 0.05% 102 +254 0.84% Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Reduced 30,256 8,778 0.0% 0.0% 103 -749 -2.42% Q1 2026 Apr 30, 2026
CITADEL ADVISORS LLC History Reduced 29,975 8,701 0.0% 0.0% 104 -46,996 -61.06% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Added to 29,080 8,441 0.23% 0.0% 105 +29,050 96833.33% Q1 2026 May 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 28,726 8,338 0.11% 0.12% 106 -835 -2.82% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 28,601 8,302 0.03% 0.03% 107 -5,331 -15.71% Q1 2026 Apr 30, 2026
Allspring Global Investments Holdings, LLC History Reduced 28,153 8,249 0.01% 0.02% 108 -8,426 -23.04% Q1 2026 May 05, 2026
MetLife Investment Management, LLC History Reduced 27,955 8,115 0.04% 0.04% 109 -106 -0.38% Q1 2026 May 14, 2026
Empowered Funds, LLC History New 27,876 8,092 0.05% 110 +27,876 New Q1 2026 May 14, 2026
Cerity Partners LLC History Added to 27,025 7,845 0.01% 0.01% 111 +2,697 11.09% Q1 2026 May 15, 2026
Montanaro Asset Management Ltd History New 26,500 7,692 2.3% 112 +26,500 New Q1 2026 May 11, 2026
Creative Planning History Added to 26,145 7,589 0.01% 0.0% 113 +6,566 33.54% Q1 2026 May 12, 2026
Callan Family Office, LLC History Reduced 25,852 7,504 0.17% 0.15% 114 -78 -0.3% Q1 2026 May 13, 2026
Tidal Investments LLC History New 25,836 7,499 0.02% 115 +25,836 New Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 25,569 7,422 0.01% 0.01% 116 -1,295 -4.82% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 25,332 7,353 0.01% 0.01% 117 -2,507 -9.01% Q1 2026 Apr 24, 2026
Vest Financial, LLC History Added to 24,732 7,179 0.09% 0.08% 118 +1,165 4.94% Q1 2026 Apr 23, 2026
Edgestream Partners, L.P. History Reduced 24,619 7,146 0.23% 0.26% 119 -9,191 -27.18% Q1 2026 May 18, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 24,464 7,101 0.01% 120 +24,464 New Q1 2026 May 08, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 24,859 7,054 0.01% 0.0% 121 +15,344 161.26% Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 24,235 7,035 0.01% 0.01% 122 +872 3.73% Q1 2026 May 15, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 24,076 6,989 1.46% 1.45% 123 +394 1.66% Q1 2026 Apr 30, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 23,681 6,874 0.0% 124 +23,681 New Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Reduced 23,202 6,735 0.01% 0.02% 125 -31,179 -57.33% Q1 2026 Apr 20, 2026
FRANKLIN RESOURCES INC History Added to 23,128 6,713 0.0% 0.0% 126 +221 0.96% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 22,998 6,676 0.03% 0.01% 127 +17,288 302.77% Q1 2026 May 08, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Added to 141,200 6,382 0.25% 0.01% 128 +140,500 20071.43% Q1 2026 May 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 21,039 6,107 0.03% 0.02% 129 0 0.0% Q1 2026 May 08, 2026
STIFEL FINANCIAL CORP History Reduced 20,840 6,049 0.01% 0.01% 130 -798 -3.69% Q1 2026 May 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 20,446 5,935 0.19% 131 +20,446 New Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 20,391 5,919 0.01% 0.01% 132 +658 3.33% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 20,071 5,826 0.0% 0.0% 133 +10,156 102.43% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Reduced 19,519 5,666 0.01% 0.03% 134 -83,699 -81.09% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 19,104 5,545 0.06% 0.05% 135 +4,613 31.83% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Reduced 18,863 5,475 0.01% 0.01% 136 -3,116 -14.18% Q1 2026 Apr 22, 2026
NATIXIS ADVISORS, LLC History Reduced 18,821 5,464 0.01% 0.01% 137 -16,904 -47.32% Q1 2026 May 13, 2026
Quilter Plc History Reduced 18,789 5,454 0.1% 0.11% 138 -5,820 -23.65% Q1 2026 May 13, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 18,092 5,251 0.04% 0.04% 139 +1,077 6.33% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 17,000 4,934 0.02% 140 +17,000 New Q1 2026 May 13, 2026
SEB Asset Management AB History New 16,806 4,878 0.02% 141 +16,806 New Q1 2026 May 07, 2026
CANADA LIFE ASSURANCE Co History Added to 16,435 4,782 0.01% 0.01% 142 +237 1.46% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History Added to 15,545 4,512 0.14% 0.06% 143 +8,093 108.6% Q1 2026 May 15, 2026
Informed Momentum Co LLC History Added to 15,145 4,396 0.51% 0.39% 144 +2,589 20.62% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Added to 15,062 4,372 0.05% 0.04% 145 +2,220 17.29% Q1 2026 May 15, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 15,000 4,354 0.43% 0.38% 146 0 0.0% Q1 2026 May 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,611 4,241 0.01% 0.01% 147 0 0.0% Q1 2026 May 08, 2026
&PARTNERS History Added to 14,124 4,132 0.02% 0.02% 148 +140 1.0% Q1 2026 May 15, 2026
Trexquant Investment LP History New 13,901 4,035 0.03% 149 +13,901 New Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 13,611 3,951 0.1% 0.08% 150 +2,180 19.07% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 13,371 3,881 0.01% 0.0% 151 +13,125 5335.37% Q1 2026 May 01, 2026
Illinois Municipal Retirement Fund History Added to 13,134 3,812 0.05% 0.04% 152 +1,404 11.97% Q1 2026 May 05, 2026
Paralel Advisors LLC History No change 13,118 3,808 0.16% 0.14% 153 0 0.0% Q1 2026 May 07, 2026
CITIGROUP INC History Added to 13,033 3,783 0.0% 0.0% 154 +7,322 128.21% Q1 2026 May 11, 2026
NewEdge Wealth, LLC History Reduced 12,980 3,767 0.04% 0.05% 155 -1,723 -11.72% Q1 2026 May 13, 2026
Vestmark Advisory Solutions, Inc. History Reduced 12,976 3,766 0.04% 0.05% 156 -1,698 -11.57% Q1 2026 May 15, 2026
COMERICA BANK History No change 13,588 3,750 0.01% 0.01% 157 0 0.0% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History No change 12,421 3,606 0.01% 0.01% 158 0 0.0% Q1 2026 Apr 22, 2026
Quantbot Technologies LP History Added to 12,413 3,603 0.15% 0.03% 159 +9,125 277.52% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History No change 12,255 3,562 0.0% 0.0% 160 0 0.0% Q1 2026 May 18, 2026
JACOBS & CO/CA History Reduced 12,243 3,554 0.35% 0.34% 161 -760 -5.84% Q1 2026 Apr 07, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 12,020 3,489 0.0% 0.0% 162 -300 -2.44% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 11,928 3,462 0.0% 163 +11,928 New Q1 2026 May 08, 2026
Kingsview Wealth Management, LLC History Added to 11,873 3,446 0.05% 0.04% 164 +1,555 15.07% Q1 2026 May 12, 2026
AMALGAMATED BANK History Added to 11,858 3,442 0.03% 0.02% 165 +315 2.73% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 11,685 3,392 0.0% 0.01% 166 -1,380 -10.56% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 11,677 3,389 0.0% 0.0% 167 +492 4.4% Q1 2026 May 06, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 11,225 3,258 0.43% 0.42% 168 -200 -1.75% Q1 2026 May 06, 2026
SMA Capital LLC History Reduced 10,922 3,170 1.37% 1.58% 169 -1,078 -8.98% Q1 2026 May 14, 2026
Bridgewater Associates, LP History Reduced 10,743 3,118 0.01% 0.02% 170 -8,042 -42.81% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 10,740 3,117 0.01% 0.01% 171 +160 1.51% Q1 2026 Apr 29, 2026
Freedom Day Solutions, LLC History Reduced 10,698 3,105 0.83% 0.81% 172 -92 -0.85% Q1 2026 May 05, 2026
AlphaQuest LLC History No change 11,167 3,082 0.17% 0.17% 173 0 0.0% Q4 2025 Feb 09, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 10,510 3,050 0.03% 0.03% 174 -897 -7.86% Q1 2026 May 07, 2026
PEAK6 LLC History New 10,385 3,014 0.01% 175 +10,385 New Q1 2026 May 13, 2026
Vontobel Holding Ltd. History Added to 10,008 2,905 0.01% 0.01% 176 +3,299 49.17% Q1 2026 May 08, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 9,842 2,857 0.34% 0.32% 177 -55 -0.56% Q1 2026 Apr 21, 2026
State of Tennessee, Department of Treasury History No change 9,736 2,826 0.01% 0.01% 178 0 0.0% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 9,609 2,789 0.0% 0.01% 179 -3,153 -24.71% Q1 2026 May 11, 2026
CREDIT AGRICOLE S A History No change 9,591 2,784 0.01% 0.01% 180 0 0.0% Q1 2026 May 15, 2026
Future Fund LLC History Added to 9,438 2,739 0.96% 0.65% 181 +1,953 26.09% Q1 2026 May 06, 2026
Pacer Advisors, Inc. History Added to 9,355 2,715 0.01% 0.01% 182 +1,181 14.45% Q1 2026 May 06, 2026
NFJ INVESTMENT GROUP, LLC History No change 9,209 2,673 0.1% 0.09% 183 0 0.0% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Added to 9,008 2,614 0.08% 0.05% 184 +2,783 44.71% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 8,738 2,536 0.0% 0.0% 185 -400 -4.38% Q1 2026 May 06, 2026
Man Group plc History Reduced 8,622 2,502 0.0% 0.0% 186 -445 -4.91% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History No change 8,570 2,487 0.01% 0.01% 187 0 0.0% Q1 2026 May 05, 2026
Advisors Asset Management, Inc. History Added to 8,409 2,441 0.04% 0.04% 188 +121 1.46% Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 8,324 2,416 0.03% 189 +8,324 New Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 8,225 2,388 0.02% 0.02% 190 0 0.0% Q1 2026 May 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,175 2,373 0.03% 0.03% 191 -360 -4.22% Q1 2026 Apr 24, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Reduced 8,051 2,337 0.08% 0.1% 192 -2,288 -22.13% Q1 2026 Apr 27, 2026
Susquehanna Portfolio Strategies, LLC History No change 8,045 2,335 0.03% 0.03% 193 0 0.0% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Added to 8,000 2,322 0.04% 0.04% 194 +400 5.26% Q1 2026 Apr 20, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,842 2,276 0.02% 0.03% 195 -3,580 -31.34% Q1 2026 May 08, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 7,553 2,192 0.01% 0.02% 196 -7,500 -49.82% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 7,528 2,185 0.01% 0.01% 197 -155 -2.02% Q1 2026 May 01, 2026
Pathstone Holdings, LLC History Reduced 7,486 2,173 0.01% 0.01% 198 -323 -4.14% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 7,445 2,161 0.0% 0.0% 199 +1,326 21.67% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,415 2,152 0.02% 0.02% 200 0 0.0% Q1 2026 Apr 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 7,770 2,144 0.01% 0.01% 201 0 0.0% Q4 2025 Feb 04, 2026
Linden Thomas Advisory Services, LLC History Added to 7,362 2,137 0.21% 0.1% 202 +3,611 96.27% Q1 2026 Apr 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 7,355 2,135 0.02% 0.02% 203 +30 0.41% Q1 2026 May 01, 2026
Ameritas Investment Partners, Inc. History Added to 7,322 2,125 0.07% 0.06% 204 +30 0.41% Q1 2026 May 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 7,209 2,092 0.87% 0.85% 205 -79 -1.08% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 7,084 2,056 0.03% 0.02% 206 +594 9.15% Q1 2026 May 08, 2026
Magnetar Financial LLC History Reduced 7,074 2,053 0.02% 0.04% 207 -9,344 -56.91% Q1 2026 May 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 6,872 1,994 0.01% 0.01% 208 +14 0.2% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 6,833 1,983 0.01% 209 +6,833 New Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 6,787 1,970 0.0% 0.0% 210 -39 -0.57% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 6,746 1,958 0.0% 0.0% 211 +574 9.3% Q1 2026 May 01, 2026
Atria Investments, Inc History Reduced 6,692 1,942 0.02% 0.02% 212 -124 -1.82% Q1 2026 May 05, 2026
Smith Group Asset Management, LLC History Added to 6,688 1,941 0.1% 0.1% 213 +130 1.98% Q1 2026 May 15, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 6,650 1,930 0.11% 0.1% 214 0 0.0% Q1 2026 Apr 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 6,648 1,929 0.01% 0.01% 215 +143 2.2% Q1 2026 May 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 6,595 1,914 0.01% 0.01% 216 +100 1.54% Q1 2026 May 04, 2026
Cumberland Partners Ltd History Reduced 6,500 1,886 0.14% 0.22% 218 -6,500 -50.0% Q1 2026 May 14, 2026
STRS OHIO History Reduced 6,500 1,886 0.01% 0.01% 217 -200 -2.99% Q1 2026 Apr 24, 2026
TRUIST FINANCIAL CORP History Added to 6,425 1,865 0.0% 0.0% 219 +4,575 247.3% Q1 2026 Apr 27, 2026
M&T BANK CORP History Added to 6,312 1,832 0.01% 0.0% 220 +1,655 35.54% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 6,245 1,812 0.0% 0.0% 221 -11,440 -64.69% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 6,144 1,783 0.03% 0.02% 222 +12 0.2% Q1 2026 May 08, 2026
New Age Alpha Advisors, LLC History Reduced 5,927 1,720 0.08% 0.07% 223 -151 -2.48% Q1 2026 May 11, 2026
WEIK CAPITAL MANAGEMENT History Reduced 5,850 1,698 0.68% 0.62% 224 -150 -2.5% Q1 2026 May 12, 2026
SkyView Investment Advisors, LLC History Added to 5,743 1,667 0.22% 0.2% 225 +59 1.04% Q1 2026 May 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,600 1,626 0.05% 0.05% 226 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 5,596 1,624 0.02% 0.02% 227 +86 1.56% Q1 2026 Apr 29, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 5,575 1,618 0.01% 228 +5,575 New Q1 2026 May 13, 2026
Welch Group, LLC History No change 5,400 1,567 0.06% 0.06% 229 0 0.0% Q1 2026 Apr 21, 2026
WELCH & FORBES LLC History No change 5,280 1,532 0.02% 0.02% 230 0 0.0% Q1 2026 May 01, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 5,242 1,521 0.12% 0.1% 231 +11 0.21% Q1 2026 May 11, 2026
AVIVA PLC History Reduced 5,119 1,485 0.0% 0.0% 232 -346 -6.33% Q1 2026 May 14, 2026
Laurus Global Equity Management Inc. History No change 5,100 1,480 1.45% 1.15% 233 0 0.0% Q1 2026 Apr 01, 2026
HighTower Advisors, LLC History Added to 5,066 1,470 0.0% 0.0% 234 +731 16.86% Q1 2026 May 05, 2026
Redmond Asset Management, LLC History Added to 4,951 1,437 0.39% 0.34% 235 +100 2.06% Q1 2026 May 06, 2026
US BANCORP \DE\ History Added to 4,776 1,386 0.0% 0.0% 236 +148 3.2% Q1 2026 May 14, 2026
Williams Jones Wealth Management, LLC. History No change 4,700 1,364 0.02% 0.01% 237 0 0.0% Q1 2026 May 05, 2026
OneDigital Investment Advisors LLC History Reduced 4,536 1,316 0.01% 0.01% 238 -133 -2.85% Q1 2026 May 08, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,479 1,300 0.0% 0.0% 239 +108 2.47% Q1 2026 Apr 30, 2026
Vanguard Personalized Indexing Management, LLC History Added to 4,453 1,292 0.01% 0.01% 240 +545 13.95% Q1 2026 May 14, 2026
ALLSTATE CORP History New 4,320 1,254 0.01% 241 +4,320 New Q1 2026 May 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,312 1,251 0.0% 0.0% 242 +149 3.58% Q1 2026 Apr 27, 2026
XTX Topco Ltd History Added to 4,206 1,220 0.02% 0.01% 243 +2,787 196.41% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Added to 4,198 1,218 0.03% 0.02% 244 +1,147 37.59% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 4,268 1,178 0.01% 0.01% 245 0 0.0% Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 4,054 1,176 0.01% 0.01% 246 +536 15.24% Q1 2026 May 13, 2026
Mariner, LLC History Added to 4,017 1,166 0.0% 0.0% 247 +1,545 62.5% Q1 2026 May 13, 2026
Vancity Investment Management Ltd History Reduced 3,988 1,158 0.18% 0.16% 248 -372 -8.53% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 3,981 1,156 0.0% 0.0% 249 -6,598 -62.37% Q1 2026 Apr 16, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 3,864 1,121 0.67% 0.59% 250 -16 -0.41% Q1 2026 Apr 07, 2026
Impact Capital Partners LLC History Added to 3,774 1,095 0.33% 0.31% 251 +46 1.23% Q1 2026 Apr 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 3,754 1,089 0.01% 0.01% 252 -1,251 -25.0% Q1 2026 Apr 14, 2026
Central Pacific Bank - Trust Division History No change 3,700 1,074 0.14% 0.13% 253 0 0.0% Q1 2026 Apr 07, 2026
CIBC Bancorp USA Inc. History New 3,656 1,061 0.0% 254 +3,656 New Q1 2026 May 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 3,523 1,022 0.01% 0.0% 255 +2,295 186.89% Q1 2026 May 15, 2026
Trium Capital LLP History Added to 3,472 1,007 0.71% 0.68% 256 +310 9.8% Q1 2026 Apr 16, 2026
Curated Wealth Partners LLC History Reduced 3,456 1,003 0.13% 0.1% 257 -64 -1.82% Q1 2026 Apr 09, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 3,386 982 0.01% 0.01% 258 +962 39.69% Q1 2026 May 07, 2026
Triad Wealth Partners, LLC History Added to 3,294 956 0.08% 0.08% 259 +144 4.57% Q1 2026 Apr 16, 2026
SIERRA SUMMIT ADVISORS LLC History New 3,173 921 0.13% 260 +3,173 New Q1 2026 Apr 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 3,136 910 0.0% 0.0% 261 +240 8.29% Q1 2026 May 15, 2026
Ethic Inc. History Added to 3,125 907 0.01% 0.01% 262 +1,230 64.91% Q1 2026 Apr 27, 2026
D. E. Shaw & Co., Inc. History Reduced 3,048 884 0.0% 0.0% 263 -1,205 -28.33% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 3,060 883 0.0% 0.0% 264 -3,080 -50.16% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 2,935 852 0.01% 0.0% 265 +1,495 103.82% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Reduced 2,895 840 0.02% 0.02% 266 -411 -12.43% Q1 2026 May 15, 2026
Perbak Capital Partners LLP History Added to 2,892 839 0.21% 0.13% 267 +1,402 94.09% Q1 2026 May 15, 2026
GLOBEFLEX CAPITAL L P History No change 2,859 829 0.13% 0.12% 268 0 0.0% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History Added to 2,727 791 0.01% 0.01% 269 +15 0.55% Q1 2026 Apr 20, 2026
Apollon Wealth Management, LLC History Added to 2,702 784 0.01% 0.01% 270 +40 1.5% Q1 2026 Apr 22, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,677 777 0.01% 0.01% 271 +174 6.95% Q1 2026 Apr 27, 2026
BANK OF MONTREAL /CAN/ History Reduced 2,630 763 0.0% 0.0% 272 -131 -4.74% Q1 2026 May 13, 2026
Vident Advisory, LLC History Reduced 2,613 758 0.01% 0.01% 273 -395 -13.13% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,605 756 0.0% 0.0% 274 +185 7.64% Q1 2026 May 14, 2026
D.A. DAVIDSON & CO. History No change 2,584 750 0.0% 0.0% 275 0 0.0% Q1 2026 May 05, 2026
WESBANCO BANK INC History Reduced 2,555 741 0.02% 0.02% 276 -10 -0.39% Q1 2026 Apr 21, 2026
MIROVA History Reduced 2,528 733 0.03% 0.58% 277 -12,043 -82.65% Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Added to 2,395 695 0.0% 0.0% 278 +309 14.81% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 2,390 693 0.0% 0.01% 279 -1,557 -39.45% Q1 2026 May 05, 2026
Concentric Capital Strategies, LP History New 2,358 684 0.06% 280 +2,358 New Q1 2026 May 15, 2026
Quantum Private Wealth, LLC History No change 2,269 658 0.2% 0.18% 281 0 0.0% Q1 2026 Apr 27, 2026
RWC Asset Management LLP History No change 2,232 647 0.03% 0.03% 282 0 0.0% Q1 2026 Apr 27, 2026
Elevated Capital Advisors, LLC History Reduced 2,209 641 0.16% 0.24% 283 -1,542 -41.11% Q1 2026 Apr 30, 2026
CIBC Private Wealth Group LLC History No change 2,317 639 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 12, 2026
L2 Asset Management, LLC History New 2,201 638 0.06% 285 +2,201 New Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Added to 2,117 614 0.0% 0.0% 286 +70 3.42% Q1 2026 May 13, 2026
MQS Management LLC History New 2,110 612 0.41% 287 +2,110 New Q1 2026 Apr 23, 2026
World Investment Advisors History Reduced 2,107 611 0.01% 0.01% 288 -296 -12.32% Q1 2026 Apr 27, 2026
Abel Hall, LLC History Added to 2,072 601 0.13% 0.13% 289 +18 0.88% Q1 2026 Apr 28, 2026
iSAM Funds (UK) Ltd History Added to 2,064 599 0.3% 0.14% 290 +649 45.87% Q1 2026 May 13, 2026
Venturi Wealth Management, LLC History New 2,062 598 0.03% 291 +2,062 New Q1 2026 Apr 21, 2026
Kestra Investment Management, LLC History New 2,027 588 0.01% 292 +2,027 New Q1 2026 May 11, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,019 586 0.02% 0.02% 293 0 0.0% Q1 2026 May 01, 2026
HM PAYSON & CO History No change 2,004 581 0.01% 0.01% 294 0 0.0% Q1 2026 Apr 13, 2026
Gotham Asset Management, LLC History Reduced 1,963 569 0.0% 0.0% 295 -1,261 -39.11% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Reduced 1,949 565 0.0% 0.0% 296 -314 -13.88% Q1 2026 Apr 30, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,923 558 0.15% 0.14% 297 0 0.0% Q1 2026 May 19, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 1,900 551 0.0% 0.0% 298 +311 19.57% Q1 2026 May 14, 2026
Expressive Wealth LLC History New 1,881 549 0.52% 299 +1,881 New Q1 2026 May 11, 2026
Argent Trust Co History No change 1,874 544 0.02% 0.02% 300 0 0.0% Q1 2026 May 13, 2026
nVerses Capital, LLC History New 1,865 541 0.49% 301 +1,865 New Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Added to 1,842 534 0.0% 0.0% 302 +107 6.17% Q1 2026 May 08, 2026
Glen Eagle Advisors, LLC History Added to 1,827 530 0.07% 0.04% 303 +840 85.11% Q1 2026 May 15, 2026
Atom Investors LP History New 1,822 528 0.04% 304 +1,822 New Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 1,818 527 0.0% 0.0% 305 +52 2.94% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Added to 1,728 501 0.0% 0.0% 307 +189 12.28% Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 1,818 501 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,686 489 0.01% 0.01% 308 +87 5.44% Q1 2026 May 13, 2026
CWM, LLC History Added to 1,684 488 0.0% 0.0% 309 +326 24.01% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,664 477 0.0% 0.0% 310 +989 146.52% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,644 477 0.0% 0.0% 312 -484 -22.74% Q1 2026 May 13, 2026
Texas Yale Capital Corp. History Added to 1,645 477 0.01% 0.01% 311 +60 3.79% Q1 2026 May 04, 2026
Corient IA LLC History Reduced 1,620 470 0.44% 0.52% 313 -380 -19.0% Q1 2026 May 14, 2026
Vestcor Inc History Added to 1,614 469 0.01% 0.01% 314 +806 99.75% Q1 2026 May 12, 2026
Clean Yield Group History No change 1,596 463 0.13% 0.12% 315 0 0.0% Q1 2026 Apr 14, 2026
Abacus Wealth Partners, LLC History Added to 1,583 459 0.04% 0.04% 316 +286 22.05% Q1 2026 Apr 24, 2026
Concurrent Investment Advisors, LLC History Added to 1,579 458 0.0% 0.0% 317 +180 12.87% Q1 2026 Apr 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,534 443 0.0% 0.0% 318 +210 15.86% Q1 2026 Apr 08, 2026
Jump Financial, LLC History Reduced 1,524 442 0.01% 0.01% 319 -139 -8.36% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 1,522 441 0.0% 0.0% 320 +655 75.55% Q1 2026 May 14, 2026
INCEPTIONR LLC History Added to 1,514 439 0.11% 0.11% 321 +97 6.85% Q1 2026 May 14, 2026
Diversified Trust Co History Reduced 1,507 437 0.01% 0.01% 322 -864 -36.44% Q1 2026 Apr 16, 2026
Venture Visionary Partners LLC History No change 1,498 434 0.01% 0.01% 323 0 0.0% Q1 2026 May 14, 2026
DANSKE BANK A/S History Added to 1,480 429 0.0% 0.0% 324 +1,180 393.33% Q1 2026 May 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,462 424 0.0% 0.0% 325 -1,660 -53.17% Q1 2026 May 13, 2026
DnB Asset Management AS History New 1,425 413 0.0% 326 +1,425 New Q1 2026 May 14, 2026
Vise Technologies, Inc. History No change 1,480 408 0.01% 0.01% 327 0 0.0% Q1 2026 Apr 21, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 1,334 403 0.0% 0.0% 328 -199 -12.98% Q1 2026 Apr 13, 2026
Mach-1 Financial Group, LLC History Reduced 1,370 397 0.14% 0.4% 329 -5,695 -80.61% Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History New 1,357 393 0.0% 330 +1,357 New Q1 2026 May 15, 2026
Qtron Investments LLC History New 1,355 393 0.05% 331 +1,355 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 1,343 390 0.0% 0.0% 332 +479 55.44% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,338 388 0.0% 0.0% 333 +94 7.56% Q1 2026 May 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 1,331 386 0.0% 0.0% 334 -2 -0.15% Q1 2026 Apr 24, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,311 380 0.01% 0.01% 335 +365 38.58% Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 1,280 371 0.0% 0.0% 336 -720 -36.0% Q1 2026 May 05, 2026
Squarepoint Ops LLC History New 1,230 357 0.0% 337 +1,230 New Q1 2026 May 15, 2026
111 Capital History New 1,221 354 0.09% 339 +1,221 New Q1 2026 May 11, 2026
Petros Family Wealth, LLC History Added to 1,221 354 0.25% 0.21% 338 +64 5.53% Q1 2026 Apr 24, 2026
Tannin Capital LLC History Reduced 1,213 352 0.26% 0.31% 340 -30 -2.41% Q1 2026 May 12, 2026
Purpose Unlimited Inc. History New 1,200 348 0.01% 343 +1,200 New Q1 2026 May 15, 2026
BENJAMIN EDWARDS INC History Reduced 1,201 348 0.0% 0.0% 341 -103 -7.9% Q1 2026 May 12, 2026
Sava Infond d.o.o. History No change 1,200 348 0.05% 0.04% 342 0 0.0% Q1 2026 May 11, 2026
Fifth Third Wealth Advisors LLC History Added to 1,180 342 0.01% 0.01% 344 +353 42.68% Q1 2026 Apr 17, 2026
HB Wealth Management, LLC History Added to 1,181 342 0.0% 0.0% 345 +117 11.0% Q1 2026 Apr 27, 2026
MONEY CONCEPTS CAPITAL CORP History New 1,175 341 0.02% 348 +1,175 New Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 1,176 341 0.0% 0.0% 347 +376 47.0% Q1 2026 May 14, 2026
PROFUND ADVISORS LLC History Added to 1,177 341 0.01% 0.01% 346 +31 2.71% Q1 2026 Apr 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 1,166 338 0.0% 349 +1,166 New Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Added to 1,156 335 0.0% 0.0% 350 +36 3.21% Q1 2026 May 11, 2026
Composition Wealth, LLC History Added to 1,151 334 0.0% 0.0% 351 +13 1.14% Q1 2026 Apr 08, 2026
PFW Advisors LLC History No change 1,144 332 0.1% 0.1% 352 0 0.0% Q1 2026 Apr 10, 2026
Dundas Partners LLP History Reduced 1,143 331 0.03% 0.02% 353 -90 -7.3% Q1 2026 May 14, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 1,126 326 0.01% 0.02% 354 -20,492 -94.79% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Reduced 1,090 316 0.02% 0.02% 355 -22 -1.98% Q1 2026 May 13, 2026
South Shore Capital Advisors History Added to 1,087 315 0.23% 0.21% 356 +37 3.52% Q1 2026 Apr 28, 2026
NORDEN GROUP LLC History Added to 1,066 309 0.03% 0.03% 357 +46 4.51% Q1 2026 Apr 15, 2026
MAI Capital Management History Added to 1,049 304 0.0% 0.0% 358 +49 4.9% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 1,045 303 0.0% 0.0% 359 +49 4.92% Q1 2026 May 04, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 1,033 299 0.01% 0.01% 360 +67 6.94% Q1 2026 Apr 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,030 298 0.01% 0.01% 361 +20 1.98% Q1 2026 May 14, 2026
GREAT LAKES ADVISORS, LLC History Added to 1,002 290 0.0% 0.0% 362 +17 1.73% Q1 2026 May 11, 2026
Balboa Wealth Partners History New 968 281 0.05% 363 +968 New Q1 2026 Apr 16, 2026
Ashton Thomas Private Wealth, LLC History New 966 280 0.01% 364 +966 New Q1 2026 May 11, 2026
Counterpoint Mutual Funds LLC History New 958 278 0.04% 365 +958 New Q1 2026 Apr 27, 2026
Asset Advisory Group, Inc. History No change 952 276 0.14% 0.13% 366 0 0.0% Q1 2026 Apr 16, 2026
Lombard Odier Asset Management (USA) Corp History New 949 275 0.03% 368 +949 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 948 275 0.01% 0.01% 367 +325 52.17% Q1 2026 May 15, 2026
State of Wyoming History Added to 935 271 0.03% 0.03% 369 +100 11.98% Q1 2026 May 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 916 266 0.02% 371 +916 New Q1 2026 Apr 28, 2026
Integrated Quantitative Investments LLC History Reduced 917 266 0.05% 0.05% 370 -4 -0.43% Q1 2026 May 13, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 903 262 0.01% 0.01% 372 -67 -6.91% Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 898 260 0.01% 0.0% 373 +41 4.78% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 888 257 0.0% 0.0% 374 +16 1.83% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 881 255 0.0% 0.0% 375 -7,486 -89.47% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 879 255 0.0% 0.0% 376 +86 10.84% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 876 254 0.0% 0.0% 377 -52 -5.6% Q1 2026 Apr 29, 2026
Stirlingshire Investments, Inc. History Reduced 875 253 0.22% 0.22% 378 -23 -2.56% Q1 2026 May 04, 2026
Marin Bay Wealth Advisors, LLC History Reduced 859 249 0.15% 0.14% 379 -15 -1.72% Q1 2026 May 11, 2026
BESSEMER GROUP INC History Reduced 856 248 0.0% 0.0% 380 -2,472 -74.28% Q1 2026 May 06, 2026
TWO SIGMA ADVISERS, LP History No change 900 248 0.0% 0.0% 381 0 0.0% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History No change 851 247 0.0% 0.0% 382 0 0.0% Q1 2026 May 12, 2026
MANGROVE PARTNERS IM, LLC History New 845 245 0.02% 383 +845 New Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 838 243 0.01% 384 +838 New Q1 2026 Apr 27, 2026
Advyzon Investment Management, LLC History Reduced 819 237 0.02% 0.03% 385 -24 -2.85% Q1 2026 May 12, 2026
Glenview Trust Co History No change 800 232 0.0% 0.0% 386 0 0.0% Q1 2026 May 08, 2026
Brucke Financial, Inc. History New 794 230 0.12% 387 +794 New Q1 2026 Apr 10, 2026
SGL Investment Advisors, Inc. History No change 758 226 0.08% 0.09% 388 0 0.0% Q1 2026 May 12, 2026
EWA, LLC History Reduced 761 220 0.05% 0.06% 389 -66 -7.98% Q1 2026 Apr 23, 2026
Ransom Advisory, Ltd History No change 800 220 0.09% 0.09% 390 0 0.0% Q4 2025 Jan 06, 2026
IFC Advisors LLC History Reduced 753 218 0.03% 0.03% 391 -111 -12.85% Q1 2026 May 04, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 748 217 0.01% 0.01% 392 0 0.0% Q1 2026 May 12, 2026
Centennial Wealth Advisory LLC History Reduced 747 216 0.05% 0.07% 393 -265 -26.19% Q1 2026 Apr 20, 2026
AXQ CAPITAL, LP History New 743 215 0.03% 395 +743 New Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 742 215 0.0% 0.0% 394 +393 112.61% Q1 2026 Apr 13, 2026
HALL LAURIE J TRUSTEE History No change 740 214 0.08% 0.07% 396 0 0.0% Q1 2026 Apr 06, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 736 213 0.01% 0.13% 397 -12,823 -94.57% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Reduced 721 209 0.04% 0.05% 398 -122 -14.47% Q1 2026 May 12, 2026
PGIM Custom Harvest LLC History New 715 207 0.0% 399 +715 New Q1 2026 May 13, 2026
NWAM LLC History New 710 206 0.01% 400 +710 New Q1 2026 May 04, 2026
Kestra Advisory Services, LLC History Added to 706 204 0.0% 0.0% 401 +56 8.62% Q1 2026 Apr 30, 2026
Phoenix Financial Ltd. History New 694 201 0.0% 402 +694 New Q1 2026 May 11, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 655 190 0.09% 0.08% 403 +7 1.08% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 659 181 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History New 608 176 0.0% 405 +608 New Q1 2026 May 15, 2026
Curat Global, LLC History No change 600 174 0.17% 0.18% 406 0 0.0% Q1 2026 Apr 21, 2026
SageView Advisory Group, LLC History No change 629 173 0.01% 0.01% 407 0 0.0% Q4 2025 Feb 17, 2026
Hanson & Doremus Investment Management History No change 573 166 0.02% 0.02% 408 0 0.0% Q1 2026 Apr 17, 2026
LRI Investments, LLC History Added to 564 163 0.01% 0.01% 409 +8 1.44% Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History No change 550 159 0.02% 0.02% 410 0 0.0% Q1 2026 Apr 21, 2026
Farther Finance Advisors, LLC History Added to 518 151 0.0% 0.0% 411 +140 37.04% Q1 2026 Apr 07, 2026
Harvest Fund Management Co., Ltd History Reduced 516 150 0.01% 0.01% 412 -516 -50.0% Q1 2026 May 13, 2026
LSV ASSET MANAGEMENT History No change 500 145 0.0% 0.0% 413 0 0.0% Q1 2026 May 11, 2026
Kimelman & Baird, LLC History No change 500 145 0.01% 0.01% 414 0 0.0% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 493 143 0.0% 0.0% 415 +34 7.41% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 486 141 0.0% 0.0% 416 +25 5.42% Q1 2026 May 01, 2026
CENTAURUS FINANCIAL, INC. History Reduced 475 138 0.01% 0.01% 417 -205 -30.15% Q1 2026 May 18, 2026
Freestone Grove Partners LP History Reduced 457 132 0.0% 0.01% 418 -4,594 -90.95% Q1 2026 May 15, 2026
Raiffeisen Bank International AG History Reduced 458 129 0.0% 0.0% 419 -399 -46.56% Q1 2026 Apr 24, 2026
GAMMA Investing LLC History Added to 429 124 0.01% 0.0% 420 +107 33.23% Q1 2026 Apr 06, 2026
Parallel Advisors, LLC History Added to 421 122 0.0% 0.0% 421 +29 7.4% Q1 2026 May 07, 2026
Versant Capital Management, Inc History Reduced 397 115 0.01% 0.01% 422 -32 -7.46% Q1 2026 Apr 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 380 110 0.0% 0.0% 423 0 0.0% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History Added to 341 98 0.0% 0.0% 424 +11 3.33% Q1 2026 May 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 330 95 0.0% 0.0% 425 0 0.0% Q1 2026 Apr 28, 2026
Blue Trust, Inc. History Added to 317 92 0.0% 0.0% 426 +247 352.86% Q1 2026 Apr 20, 2026
Innovative Asset Advisors Group, LLC History New 300 87 0.05% 428 +300 New Q1 2026 May 12, 2026
Costello Asset Management, INC History Added to 300 87 0.03% 0.0% 427 +270 900.0% Q1 2026 Apr 30, 2026
ROTHSCHILD INVESTMENT LLC History Added to 279 80 0.0% 0.0% 429 +135 93.75% Q1 2026 May 07, 2026
Reyes Financial Architecture, Inc. History Reduced 240 69 0.06% 0.06% 430 -107 -30.84% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 237 68 0.0% 0.0% 431 +124 109.73% Q1 2026 Apr 07, 2026
CENTRAL TRUST Co History No change 225 65 0.0% 0.0% 432 0 0.0% Q1 2026 Apr 17, 2026
Smartleaf Asset Management LLC History Added to 218 61 0.0% 0.0% 433 +28 14.74% Q1 2026 May 15, 2026
Covestor Ltd History Reduced 206 60 0.04% 0.04% 434 -46 -18.25% Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History No change 200 58 0.0% 0.0% 435 0 0.0% Q1 2026 Apr 17, 2026
Sterling Capital Management LLC History Reduced 178 51 0.0% 0.0% 436 -2 -1.11% Q1 2026 Apr 22, 2026
CULLEN/FROST BANKERS, INC. History Added to 168 48 0.0% 0.0% 437 +18 12.0% Q1 2026 May 05, 2026
ASSETMARK, INC History Added to 165 47 0.0% 0.0% 438 +112 211.32% Q1 2026 May 06, 2026
Kemnay Advisory Services Inc. History Added to 156 45 0.01% 0.0% 439 +51 48.57% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 136 39 0.0% 0.0% 440 -9 -6.21% Q1 2026 May 07, 2026
STANCE CAPITAL LLC History New 132 38 0.02% 441 +132 New Q1 2026 May 13, 2026
TD Waterhouse Canada Inc. History Added to 123 35 0.0% 0.0% 442 +99 412.5% Q1 2026 May 12, 2026
Manchester Capital Management LLC History No change 118 34 0.0% 0.0% 443 0 0.0% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 106 31 0.0% 0.0% 444 +25 30.86% Q1 2026 Apr 28, 2026
HUNTINGTON NATIONAL BANK History Reduced 104 30 0.0% 0.0% 445 -100 -49.02% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 100 29 0.0% 0.0% 446 0 0.0% Q1 2026 May 11, 2026
MTM Investment Management, LLC History No change 100 29 0.01% 0.01% 447 0 0.0% Q1 2026 May 06, 2026
Acumen Wealth Advisors, LLC History No change 100 29 0.01% 0.01% 448 0 0.0% Q1 2026 May 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 98 28 0.02% 0.01% 449 +7 7.69% Q1 2026 May 01, 2026
Root Financial Partners, LLC History Added to 96 27 0.0% 0.0% 451 +15 18.52% Q1 2026 Apr 24, 2026
Larson Financial Group LLC History Added to 94 27 0.0% 0.0% 450 +3 3.3% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History New 90 26 0.0% 452 +90 New Q1 2026 May 11, 2026
Leonteq Securities AG History Added to 86 24 0.0% 0.0% 453 +6 7.5% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History Added to 79 22 0.01% 0.0% 455 +40 102.56% Q1 2026 Apr 13, 2026
Banque Cantonale Vaudoise History Added to 76 22 0.0% 0.0% 454 +9 13.43% Q1 2026 Apr 20, 2026
True Link Financial Advisors, LLC History New 72 20 0.0% 456 +72 New Q1 2026 Apr 29, 2026
Essential Partners LLC History No change 66 19 0.01% 0.01% 457 0 0.0% Q1 2026 May 21, 2026
Bayforest Capital Ltd History Reduced 65 18 0.02% 0.11% 458 -475 -87.96% Q1 2026 Apr 15, 2026
Atlantic Union Bankshares Corp History New 63 18 0.0% 459 +63 New Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History New 60 17 0.0% 462 +60 New Q1 2026 May 08, 2026
Signature Equity Partners, LLC History Added to 59 17 0.01% 0.01% 461 +2 3.51% Q1 2026 May 13, 2026
Dogwood Wealth Management LLC History No change 59 17 0.01% 0.01% 460 0 0.0% Q1 2026 May 12, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 55 15 0.0% 464 +55 New Q1 2026 Apr 20, 2026
Private Wealth Management Group, LLC History No change 52 15 0.0% 0.0% 463 0 0.0% Q1 2026 Apr 23, 2026
NATIXIS History Reduced 51 14 0.0% 0.0% 465 -2 -3.77% Q1 2026 May 14, 2026
Community Bank, N.A. History No change 50 14 0.0% 0.0% 466 0 0.0% Q1 2026 May 12, 2026
Heritage Wealth Advisors History New 47 13 0.0% 467 +47 New Q1 2026 May 13, 2026
Geneos Wealth Management Inc. History Reduced 42 12 0.0% 0.0% 468 -3 -6.67% Q1 2026 May 04, 2026
CVA Family Office, LLC History Added to 38 11 0.0% 471 +35 1166.67% Q1 2026 Apr 29, 2026
Quest 10 Wealth Builders, Inc. History Added to 41 11 0.01% 0.01% 473 +14 51.85% Q1 2026 May 06, 2026
First Pacific Financial History Added to 38 11 0.0% 0.0% 472 +10 35.71% Q1 2026 Apr 23, 2026
Inspire Investing, LLC History Reduced 41 11 0.0% 0.0% 470 -1 -2.38% Q1 2026 Apr 23, 2026
Anchor Investment Management, LLC History No change 40 11 0.0% 0.0% 469 0 0.0% Q1 2026 May 01, 2026
Pacific Center for Financial Services History No change 36 10 0.0% 0.0% 474 0 0.0% Q1 2026 May 12, 2026
Kilter Group LLC History New 31 8 0.0% 476 +31 New Q1 2026 May 14, 2026
JFS WEALTH ADVISORS, LLC History Added to 29 8 0.0% 0.0% 475 +1 3.57% Q1 2026 Apr 20, 2026
Spire Wealth Management History No change 25 7 0.0% 0.0% 477 0 0.0% Q1 2026 Apr 22, 2026
Bare Financial Services, Inc History No change 27 7 0.0% 0.0% 478 0 0.0% Q1 2026 May 14, 2026
Fortitude Family Office, LLC History Added to 24 6 0.0% 0.0% 481 +12 100.0% Q1 2026 Apr 15, 2026
Keating Financial Advisory Services, Inc. History Added to 24 6 0.0% 0.0% 482 +6 33.33% Q1 2026 May 15, 2026
WHITTIER TRUST CO History No change 22 6 0.0% 0.0% 479 0 0.0% Q1 2026 Apr 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 24 6 0.0% 0.0% 480 0 0.0% Q1 2026 Apr 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 19 5 0.0% 0.0% 483 +2 11.76% Q1 2026 Apr 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 18 5 0.0% 0.0% 484 +1 5.88% Q1 2026 May 11, 2026
IAG Wealth Partners, LLC History Reduced 16 4 0.0% 0.0% 487 -19 -54.29% Q1 2026 Apr 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 14 4 0.0% 488 +14 New Q1 2026 May 08, 2026
EASTERN BANK History No change 16 4 0.0% 0.0% 485 0 0.0% Q1 2026 Apr 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 17 4 0.0% 0.0% 486 0 0.0% Q1 2026 May 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 11 3 0.0% 494 +11 New Q1 2026 May 08, 2026
Capital Analysts, LLC History New 9 3 0.0% 493 +9 New Q1 2026 May 14, 2026
Vermillion Wealth Management, Inc. History Added to 11 3 0.0% 0.0% 490 +3 37.5% Q1 2026 Apr 17, 2026
HARBOUR INVESTMENTS, INC. History No change 11 3 0.0% 0.0% 489 0 0.0% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History No change 11 3 0.0% 0.0% 491 0 0.0% Q1 2026 Apr 17, 2026
Ares Financial Consulting, LLC History No change 12 3 0.0% 0.0% 492 0 0.0% Q1 2026 Apr 02, 2026
Clearstead Advisors, LLC History Reduced 10 2 0.0% 0.0% 495 -95 -90.48% Q1 2026 May 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 10 2 0.0% 0.0% 496 0 0.0% Q1 2026 Apr 28, 2026
High Note Wealth, LLC History No change 8 2 0.0% 0.0% 497 0 0.0% Q1 2026 May 11, 2026
Valued Wealth Advisors LLC History No change 10 2 0.0% 0.0% 498 0 0.0% Q1 2026 Apr 30, 2026
Retirement Wealth Solutions LLC History New 5 1 0.0% 509 +5 New Q1 2026 Apr 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 4 1 0.0% 508 +4 New Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History Added to 6 1 0.0% 502 +3 100.0% Q1 2026 Apr 23, 2026
Rossby Financial, LCC History Added to 4 1 0.0% 506 +3 300.0% Q1 2026 May 11, 2026
Cornerstone Financial Management LLC History Added to 6 1 0.0% 0.0% 507 +2 50.0% Q1 2026 May 08, 2026
Rialto Wealth Management, LLC History Added to 6 1 0.0% 0.0% 505 +1 20.0% Q1 2026 May 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 5 1 0.0% 0.0% 499 0 0.0% Q1 2026 May 11, 2026
COUNTRY TRUST BANK History No change 6 1 0.0% 0.0% 500 0 0.0% Q1 2026 Apr 10, 2026
SBI Securities Co., Ltd. History No change 5 1 0.0% 0.0% 501 0 0.0% Q1 2026 Apr 27, 2026
DiNuzzo Private Wealth, Inc. History No change 6 1 0.0% 0.0% 503 0 0.0% Q1 2026 Apr 08, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 5 1 0.0% 0.0% 504 0 0.0% Q1 2026 Apr 06, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Closed out 0 0 0.27% -101,260 -100.0% Q1 2026 Apr 16, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -25,711 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.03% -23,164 -100.0% Q1 2026 May 15, 2026
Twin Tree Management, LP History Closed out 0 0 0.05% -19,037 -100.0% Q1 2026 May 14, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 0.44% -15,847 -100.0% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.11% -8,345 -100.0% Q1 2026 May 15, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.17% -2,656 -100.0% Q1 2026 May 15, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -1,636 -100.0% Q1 2026 May 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -1,470 -100.0% Q1 2026 May 15, 2026
FORA Capital, LLC History Closed out 0 0 0.04% -1,282 -100.0% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -1,210 -100.0% Q1 2026 May 15, 2026
Massar Capital Management, LP History Closed out 0 0 0.03% -1,181 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -1,142 -100.0% Q1 2026 Apr 27, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Closed out 0 0 0.0% -980 -100.0% Q1 2026 Apr 22, 2026
Numerai GP LLC History Closed out 0 0 0.03% -968 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.12% -885 -100.0% Q1 2026 May 11, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Closed out 0 0 0.08% -858 -100.0% Q1 2026 Apr 10, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -844 -100.0% Q1 2026 Apr 23, 2026
CONGRESS ASSET MANAGEMENT CO History Closed out 0 0 0.0% -816 -100.0% Q1 2026 Apr 14, 2026
Longboard Asset Management, LP History Closed out 0 0 1.29% -736 -100.0% Q1 2026 Apr 07, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.08% -272 -100.0% Q1 2026 May 14, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -105 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 0.0% -65 -100.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 13, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -28 -100.0% Q1 2026 May 06, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 11, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
USA FINANCIAL FORMULAS History Reduced 1 0 -1 -50.0% Q1 2026 Apr 14, 2026
Bay Harbor Wealth Management, LLC History Added to 2 0 +1 100.0% Q1 2026 Apr 14, 2026
Quent Capital, LLC History Added to 3 0 +1 50.0% Q1 2026 Apr 28, 2026
GHP Investment Advisors, Inc. History New 1 0 +1 New Q1 2026 Apr 21, 2026
SHP Wealth Management History New 1 0 +1 New Q1 2026 May 08, 2026
CoreCap Advisors, LLC History New 1 0 +1 New Q1 2026 Apr 07, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
TORONTO DOMINION BANK History Closed out 0 0 -1 -100.0% Q1 2026 May 15, 2026
Dunhill Financial, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
Quaker Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 Apr 10, 2026
Prestige Wealth Management Group LLC History No change 3 0 0 0.0% Q1 2026 May 13, 2026
Physician Wealth Advisors, Inc. History No change 3 0 0 0.0% Q1 2026 Apr 24, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
American Capital Advisory, LLC History No change 1 0 0 0.0% Q1 2026 Apr 29, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 01, 2026
Godfrey Financial Associates, Inc. History No change 1 0 0 0.0% Q1 2026 May 11, 2026
Key Capital Management, INC History No change 2 0 0 0.0% Q1 2026 May 07, 2026