SPDR SERIES TRUST - XBI

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
BNP PARIBAS FINANCIAL MARKETS History Added to 21,156,175 2,706,109 1.31% 0.92% 1 +4,568,286 27.54% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 14,518,027 1,854,387 0.14% 0.11% 2 +1,700,851 13.27% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 14,141,844 1,806,337 0.21% 0.3% 3 -5,977,374 -29.71% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 12,331,553 1,575,109 0.09% 0.08% 4 +839,870 7.31% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 10,788,404 1,378,002 0.59% 0.71% 5 -2,330,006 -17.76% Q1 2026 May 11, 2026
Deep Track Capital, LP History No change 10,000,000 1,277,300 20.86% 21.74% 6 0 0.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 9,745,500 1,244,792 2.0% 2.57% 7 -2,847,000 -22.61% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 8,622,089 1,101,299 0.12% 0.22% 8 -6,754,721 -43.93% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 7,304,553 933,010 0.12% 0.16% 9 -1,118,402 -13.28% Q1 2026 May 12, 2026
JPMORGAN CHASE & CO History Added to 6,231,375 740,162 0.05% 0.02% 10 +2,965,686 90.81% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 4,529,600 578,565 0.09% 0.11% 11 -1,741,300 -27.77% Q1 2026 May 15, 2026
UBS Group AG History Reduced 3,996,850 510,517 0.08% 0.09% 12 -632,671 -13.67% Q1 2026 May 05, 2026
BARCLAYS PLC History Added to 3,306,460 422,334 0.1% 0.08% 13 +741,752 28.92% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,746,209 350,773 0.07% 0.08% 14 -820,056 -22.99% Q1 2026 May 11, 2026
Jefferies Financial Group Inc. History Added to 2,339,820 298,865 2.05% 1.12% 15 +543,831 30.28% Q1 2026 May 07, 2026
Jain Global LLC History Added to 2,163,000 276,279 1.14% 0.52% 16 +1,278,106 144.44% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 2,092,700 267,300 0.31% 0.06% 17 +1,615,300 338.35% Q1 2026 May 15, 2026
Two Seas Capital LP History New 1,928,000 246,263 3.44% 18 +1,928,000 New Q1 2026 May 15, 2026
BESSEMER GROUP INC History Reduced 1,805,630 230,633 0.36% 0.35% 19 -47,602 -2.57% Q1 2026 May 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,758,000 224,549 0.14% 0.14% 20 0 0.0% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 1,693,300 216,285 0.51% 0.95% 21 -2,514,500 -59.76% Q1 2026 May 13, 2026
Caption Management, LLC History Added to 1,557,900 198,990 1.16% 0.53% 22 +919,100 143.88% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,542,718 197,051 0.08% 0.12% 23 -880,852 -36.35% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 1,367,792 174,708 0.11% 0.05% 24 +630,015 85.39% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,305,200 166,713 0.22% 0.36% 25 -992,791 -43.2% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 1,115,638 142,319 0.07% 0.04% 26 +477,109 74.72% Q1 2026 Apr 30, 2026
Walleye Trading LLC History Reduced 1,106,221 141,297 0.24% 0.24% 27 -260,499 -19.06% Q1 2026 May 08, 2026
Sofinnova Investments, Inc. History New 1,050,000 134,116 5.1% 28 +1,050,000 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 834,630 106,607 0.04% 0.01% 29 +672,007 413.23% Q1 2026 May 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 809,579 103,407 1.13% 1.36% 30 -159,840 -16.49% Q1 2026 Apr 29, 2026
AMERIPRISE FINANCIAL INC History Added to 801,995 102,447 0.02% 0.02% 31 +123,269 18.16% Q1 2026 May 15, 2026
Stonepine Capital Management, LLC History New 800,000 102,184 40.92% 33 +800,000 New Q1 2026 May 14, 2026
Ikarian Capital, LLC History Reduced 800,000 102,184 8.3% 8.09% 32 -50,000 -5.88% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 792,546 101,231 0.03% 0.03% 34 -83,001 -9.48% Q1 2026 May 06, 2026
Eagle Health Investments LP History New 730,000 93,242 16.31% 35 +730,000 New Q1 2026 May 15, 2026
Employees Retirement System of Texas History Reduced 688,272 87,913 0.77% 0.72% 36 -37,000 -5.1% Q1 2026 May 13, 2026
Rokos Capital Management LLP History Reduced 660,000 84,295 0.64% 0.95% 37 -1,346,960 -67.11% Q1 2026 May 15, 2026
Greenhouse Funds LLLP History Reduced 650,949 83,145 3.72% 3.03% 38 -36,575 -5.32% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 624,000 79,703 0.15% 0.24% 39 -458,500 -42.36% Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 623,015 79,577 0.16% 0.16% 40 -12,828 -2.02% Q1 2026 May 06, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 584,700 74,683 0.34% 0.27% 41 -219,800 -27.32% Q1 2026 May 14, 2026
Main Street Research LLC History Added to 567,479 72,484 4.22% 2.51% 42 +206,953 57.4% Q1 2026 Apr 30, 2026
ROYAL BANK OF CANADA History Reduced 522,565 66,747 0.01% 0.01% 43 -50,348 -8.79% Q1 2026 May 15, 2026
NATIXIS History Reduced 488,804 62,434 0.22% 0.21% 44 -4,245 -0.86% Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 484,500 61,885 0.37% 0.54% 45 -206,500 -29.88% Q1 2026 May 12, 2026
Quadrature Capital Ltd History New 483,532 61,761 0.73% 46 +483,532 New Q1 2026 May 15, 2026
PFM Health Sciences, LP History New 455,300 58,155 5.3% 47 +455,300 New Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History New 450,000 57,478 0.5% 48 +450,000 New Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 433,132 55,323 0.02% 0.02% 49 -32,886 -7.06% Q1 2026 May 14, 2026
Atika Capital Management LLC History Reduced 4,225 53,965 6.78% 12.36% 50 -5,400 -56.1% Q1 2026 May 14, 2026
Clearbridge Investments, LLC History Added to 417,019 53,265 0.05% 0.04% 51 +21,028 5.31% Q1 2026 May 13, 2026
Investure, LLC History No change 412,250 52,656 2.58% 2.81% 52 0 0.0% Q1 2026 May 08, 2026
STRS OHIO History Added to 410,500 52,433 0.21% 0.18% 53 +19,300 4.93% Q1 2026 Apr 24, 2026
SG Americas Securities, LLC History Added to 391,243 49,973 0.05% 0.05% 54 +86,138 28.23% Q1 2026 Apr 16, 2026
Point72 Asset Management, L.P. History Reduced 373,200 47,668 0.06% 0.58% 55 -3,889,900 -91.25% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 341,169 43,577 0.04% 0.3% 56 -1,421,431 -80.64% Q1 2026 May 15, 2026
DAFNA Capital Management LLC History Reduced 318,505 40,682 9.25% 9.53% 57 -18,000 -5.35% Q1 2026 May 15, 2026
Nantahala Capital Management, LLC History Reduced 300,000 38,319 1.41% 1.61% 58 -100,000 -25.0% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Added to 292,755 37,393 0.13% 0.08% 59 +92,755 46.38% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 290,957 37,164 0.03% 0.03% 60 -13,546 -4.45% Q1 2026 May 12, 2026
PSP Research LLC History New 284,900 36,390 25.75% 61 +284,900 New Q1 2026 Apr 17, 2026
Aptus Capital Advisors, LLC History Added to 270,719 34,578 0.27% 0.0% 62 +268,234 10794.12% Q1 2026 May 11, 2026
LMR Partners LLP History Reduced 270,700 34,576 0.08% 0.18% 63 -527,947 -66.11% Q1 2026 May 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 265,233 33,878 2.64% 1.95% 64 +56,656 27.16% Q1 2026 Apr 29, 2026
GENDELL JEFFREY L History No change 262,278 33,500 0.46% 0.56% 65 0 0.0% Q1 2026 May 15, 2026
WHITTIER TRUST CO History Added to 257,702 33,192 0.37% 0.31% 66 +19,767 8.31% Q1 2026 Apr 28, 2026
Annex Advisory Services, LLC History New 247,103 31,562 0.59% 67 +247,103 New Q1 2026 Apr 16, 2026
Neuberger Berman Group LLC History Reduced 238,754 30,496 0.02% 0.02% 68 -4,503 -1.85% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 235,832 30,122 0.05% 0.05% 69 -225 -0.1% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 230,856 29,487 0.08% 0.05% 70 +64,418 38.7% Q1 2026 May 15, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 200,000 25,546 4.06% 1.65% 71 +130,000 185.71% Q1 2026 May 15, 2026
Williams Jones Wealth Management, LLC. History Added to 199,576 25,491 0.31% 0.2% 72 +56,340 39.33% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Added to 190,717 24,360 0.03% 0.01% 73 +113,217 146.09% Q1 2026 May 15, 2026
Centiva Capital, LP History Added to 189,500 24,204 0.18% 0.12% 74 +69,500 57.92% Q1 2026 May 14, 2026
J. Goldman & Co LP History Reduced 189,100 24,153 0.7% 1.0% 75 -121,000 -39.02% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 187,867 23,996 0.05% 0.06% 76 -18,437 -8.94% Q1 2026 May 15, 2026
GenTrust, LLC History No change 175,663 22,437 0.96% 0.92% 77 0 0.0% Q1 2026 Apr 27, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 170,839 21,821 1.15% 1.14% 78 -10,125 -5.6% Q1 2026 Apr 27, 2026
Cetera Investment Advisers History Added to 172,254 20,945 0.02% 0.02% 79 +9,073 5.56% Q1 2026 May 13, 2026
Royal Fund Management, LLC History Added to 162,850 20,813 1.98% 1.59% 80 +19,137 13.32% Q1 2026 May 19, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 159,115 20,323 0.04% 0.02% 81 +83,864 111.45% Q1 2026 May 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 158,095 20,193 1.63% 1.48% 82 -130 -0.08% Q1 2026 Apr 15, 2026
Sivik Global Healthcare LLC History Reduced 150,000 19,160 14.55% 7.96% 83 -75,000 -33.33% Q1 2026 Apr 15, 2026
WS MANAGEMENT LLLP History Added to 150,000 19,159 1.69% 1.3% 84 +20,000 15.38% Q1 2026 May 14, 2026
BlackRock, Inc. History Reduced 148,817 19,008 0.0% 0.0% 85 -83,975 -36.07% Q1 2026 May 13, 2026
Curi Capital, LLC History Added to 143,846 18,373 0.33% 0.1% 86 +96,157 201.63% Q1 2026 May 15, 2026
United Capital Management of KS, Inc. History Reduced 141,504 18,074 2.74% 3.18% 87 -44,641 -23.98% Q1 2026 May 11, 2026
Nan Shan Life Insurance Co., Ltd. History Added to 138,611 17,704 0.64% 0.23% 88 +78,347 130.01% Q1 2026 May 14, 2026
L. Roy Papp & Associates, LLP History Reduced 133,599 17,064 1.97% 1.84% 89 -2,630 -1.93% Q1 2026 Apr 14, 2026
Madrona Financial Services, LLC History Added to 132,038 16,865 3.69% 3.31% 90 +5,087 4.01% Q1 2026 Apr 14, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History Added to 130,306 16,643 2.11% 1.1% 91 +65,306 100.47% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 129,997 16,606 0.02% 0.02% 92 +1,957 1.53% Q1 2026 May 15, 2026
E Fund Management Co., Ltd. History New 128,500 16,413 0.49% 93 +128,500 New Q1 2026 Apr 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 120,334 16,412 0.04% 0.13% 94 -399,567 -76.85% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 127,910 16,337 0.01% 0.01% 95 +11,791 10.15% Q1 2026 May 07, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 126,463 16,288 0.33% 0.31% 96 +4,378 3.59% Q1 2026 Apr 28, 2026
Janney Montgomery Scott LLC History Added to 120,550 15,398 0.04% 0.03% 97 +30,819 34.35% Q1 2026 Apr 22, 2026
Quantitative Investment Management, LLC History New 111,719 14,269 1.48% 98 +111,719 New Q1 2026 May 15, 2026
Edge Wealth Management LLC History Added to 111,135 14,195 2.43% 2.37% 99 +1,104 1.0% Q1 2026 Apr 20, 2026
Riggs Asset Managment Co. Inc. History Added to 107,791 13,768 2.83% 2.62% 100 +1,243 1.17% Q1 2026 May 11, 2026
JBF Capital, Inc. History No change 105,000 13,411 1.98% 1.85% 101 0 0.0% Q1 2026 May 08, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 106,595 13,381 0.09% 0.04% 102 +64,928 155.83% Q1 2026 May 14, 2026
Yelin Lapidot Holdings Management Ltd. History No change 104,532 13,351 2.78% 2.55% 103 0 0.0% Q1 2026 Apr 22, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 102,353 13,073 0.0% 0.0% 104 +21,601 26.75% Q1 2026 May 04, 2026
MIRAE ASSET SECURITIES (USA) INC. History No change 100,000 12,773 0.47% 0.34% 105 0 0.0% Q1 2026 Apr 29, 2026
Lalia Capital, LLC History No change 100,000 12,773 8.07% 9.55% 106 0 0.0% Q1 2026 May 11, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 97,266 12,423 5.35% 2.69% 107 +42,960 79.11% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 96,502 12,343 0.01% 0.01% 108 +1,939 2.05% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 95,982 12,259 0.02% 0.03% 109 -41,881 -30.38% Q1 2026 May 01, 2026
NOMURA HOLDINGS INC History Reduced 95,000 12,134 0.03% 0.29% 110 -1,722,300 -94.77% Q1 2026 May 15, 2026
S&CO INC History Reduced 94,280 12,042 0.75% 0.77% 111 -7,947 -7.77% Q1 2026 May 07, 2026
KEYSTONE INVESTORS PTE LTD History No change 98,600 12,022 1.08% 1.08% 112 0 0.0% Q4 2025 Feb 13, 2026
Lake Hills Wealth Management, LLC History New 91,973 11,747 6.57% 113 +91,973 New Q1 2026 Apr 10, 2026
INVESTMENT HOUSE LLC History Reduced 91,420 11,677 0.61% 0.53% 114 -75 -0.08% Q1 2026 Apr 29, 2026
Parkside Investments, LLC History Added to 90,577 11,569 1.41% 1.29% 115 +6,330 7.51% Q1 2026 Apr 08, 2026
Ilmarinen Mutual Pension Insurance Co History No change 90,329 11,538 0.09% 0.09% 116 0 0.0% Q1 2026 May 12, 2026
GROUP ONE TRADING LLC History New 90,331 11,537 0.02% 117 +90,331 New Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History Added to 89,560 11,439 0.79% 0.69% 118 +6,397 7.69% Q1 2026 May 12, 2026
Capula Management Ltd History Added to 87,333 11,155 0.08% 0.0% 119 +80,009 1092.42% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Added to 87,114 11,127 0.03% 0.02% 120 +41,056 89.14% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 84,691 10,817 0.02% 0.03% 121 -81,445 -49.02% Q1 2026 Apr 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 83,906 10,717 0.16% 0.15% 122 -809 -0.95% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 83,738 10,696 0.03% 0.04% 123 -33,430 -28.53% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Added to 82,081 10,485 0.01% 0.01% 124 +9,559 13.18% Q1 2026 May 05, 2026
BLAIR WILLIAM & CO/IL History Reduced 81,152 10,365 0.03% 0.03% 125 -21,715 -21.11% Q1 2026 May 08, 2026
CASTLEARK MANAGEMENT LLC History No change 80,890 10,332 0.34% 0.29% 126 0 0.0% Q1 2026 May 15, 2026
Twin Tree Management, LP History Added to 79,451 10,148 0.21% 0.02% 127 +57,434 260.86% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 77,761 9,932 0.02% 0.03% 128 +12,160 18.54% Q1 2026 May 01, 2026
LHM, INC. History Reduced 73,760 9,421 3.71% 3.8% 129 -9,978 -11.92% Q1 2026 May 14, 2026
Allspring Global Investments Holdings, LLC History Reduced 71,538 9,196 0.02% 0.03% 130 -105,474 -59.59% Q1 2026 May 05, 2026
FIL Ltd History Reduced 71,728 9,161 0.01% 0.02% 131 -135,849 -65.45% Q1 2026 May 15, 2026
Tamar Securities, LLC History Added to 69,116 8,828 0.95% 0.85% 132 +3,353 5.1% Q1 2026 May 14, 2026
Spire Wealth Management History Reduced 68,553 8,756 0.3% 0.31% 133 -6,529 -8.7% Q1 2026 Apr 22, 2026
MONTAG A & ASSOCIATES INC History Added to 68,236 8,715 0.4% 0.31% 134 +12,089 21.53% Q1 2026 Apr 29, 2026
Marotta Asset Management History Added to 66,108 8,498 1.56% 1.48% 135 +550 0.84% Q1 2026 Apr 27, 2026
Crescent Grove Advisors, LLC History Reduced 64,244 8,205 0.79% 0.76% 136 -2,780 -4.15% Q1 2026 May 06, 2026
BANQUE PICTET & CIE SA History Reduced 64,217 8,202 0.06% 0.05% 137 -660 -1.02% Q1 2026 Apr 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 64,153 8,194 0.0% 0.0% 138 -8,542 -11.75% Q1 2026 May 08, 2026
Baird Financial Group, Inc. History Added to 60,566 7,736 0.01% 0.01% 139 +6,476 11.97% Q1 2026 May 14, 2026
FLOW TRADERS U.S. LLC History New 60,268 7,698 0.24% 140 +60,268 New Q1 2026 May 15, 2026
Exome Asset Management LLC History New 60,000 7,663 3.96% 141 +60,000 New Q1 2026 May 15, 2026
LM Advisors LLC History Added to 955 7,478 0.12% 0.14% 142 +9 0.95% Q1 2026 May 13, 2026
OPPENHEIMER & CO INC History Added to 57,077 7,290 0.09% 0.09% 143 +4,288 8.12% Q1 2026 Apr 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 56,075 7,231 0.01% 0.02% 144 -41,811 -42.71% Q1 2026 Apr 08, 2026
Fulcrum Capital LLC History Reduced 55,973 7,149 1.55% 1.4% 145 -1,006 -1.77% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 54,394 6,947 0.02% 0.02% 146 -1,304 -2.34% Q1 2026 May 11, 2026
BROWN ADVISORY INC History Added to 53,920 6,887 0.01% 0.01% 147 +7,336 15.75% Q1 2026 May 15, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 53,840 6,876 0.56% 0.52% 148 -390 -0.72% Q1 2026 Apr 16, 2026
&PARTNERS History Added to 51,024 6,521 0.03% 0.02% 149 +15,834 45.0% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Reduced 49,897 6,373 0.12% 0.11% 150 -601 -1.19% Q1 2026 May 01, 2026
Corient Private Wealth LLC History Reduced 52,849 6,298 0.01% 0.01% 151 -1,662 -3.05% Q1 2026 May 15, 2026
RH Tailwind Management, LLC History New 49,000 6,258 0.8% 152 +49,000 New Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 47,576 6,076 0.04% 0.04% 153 -35,600 -42.8% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 44,224 5,648 0.07% 154 +44,224 New Q1 2026 May 15, 2026
Kultura Capital Management LP History New 43,600 5,569 0.87% 155 +43,600 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 41,926 5,353 0.01% 0.0% 156 +8,706 26.21% Q1 2026 May 13, 2026
Roundview Capital LLC History Added to 40,408 5,161 0.32% 0.23% 157 +10,321 34.3% Q1 2026 May 08, 2026
SHAKER INVESTMENTS LLC/OH History Added to 38,464 4,913 2.24% 0.99% 158 +18,936 96.97% Q1 2026 May 05, 2026
SCOTIA CAPITAL INC. History Added to 38,224 4,882 0.02% 0.02% 159 +1,006 2.7% Q1 2026 May 13, 2026
MAI Capital Management History Added to 38,160 4,874 0.03% 0.03% 160 +941 2.53% Q1 2026 May 15, 2026
Addison Capital Co History Added to 38,112 4,867 0.87% 0.39% 161 +25,319 197.91% Q1 2026 Apr 29, 2026
Fiduciary Alliance LLC History Added to 35,210 4,804 0.29% 0.03% 162 +32,017 1002.72% Q1 2026 Apr 20, 2026
BCS Private Wealth Management, Inc. History Added to 37,234 4,755 1.44% 1.53% 163 +406 1.1% Q1 2026 Apr 21, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 37,018 4,728 0.0% 0.0% 164 -106 -0.29% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 36,585 4,672 0.02% 0.03% 165 +1,059 2.98% Q1 2026 May 15, 2026
Mission Hills Financial Advisory, LLC History Added to 36,316 4,638 2.37% 2.31% 166 +414 1.15% Q1 2026 May 01, 2026
FIDUCIARY TRUST CO History Reduced 34,902 4,458 0.05% 0.05% 167 -205 -0.58% Q1 2026 May 15, 2026
ALTFEST L J & CO INC History Reduced 33,901 4,330 0.46% 1.9% 168 -108,270 -76.15% Q1 2026 Apr 28, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 33,866 4,325 0.56% 0.61% 169 -7,376 -17.88% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Reduced 33,763 4,312 0.0% 0.0% 170 -376 -1.1% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 32,918 4,204 0.11% 0.0% 171 +31,914 3178.69% Q1 2026 May 15, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 32,825 4,192 0.07% 0.06% 172 0 0.0% Q1 2026 May 12, 2026
Private Advisor Group, LLC History Reduced 32,456 4,145 0.02% 0.03% 173 -11,904 -26.83% Q1 2026 Apr 24, 2026
Cerity Partners LLC History Added to 32,049 4,093 0.01% 0.0% 174 +18,843 142.69% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 31,510 4,024 0.05% 0.05% 175 +2,913 10.19% Q1 2026 May 15, 2026
Conservest Capital Advisors, Inc. History Added to 31,253 3,992 0.36% 0.33% 176 +1,139 3.78% Q1 2026 May 04, 2026
MML INVESTORS SERVICES, LLC History Added to 31,066 3,968 0.01% 0.01% 177 +5,439 21.22% Q1 2026 May 04, 2026
Capital Investment Counsel, Inc History Reduced 30,790 3,932 0.48% 0.45% 178 -400 -1.28% Q1 2026 Apr 21, 2026
Cresset Asset Management, LLC History Added to 30,587 3,906 0.02% 0.01% 179 +12,092 65.38% Q1 2026 May 15, 2026
MARVIN & PALMER ASSOCIATES INC History Added to 30,136 3,849 4.61% 2.32% 180 +3,196 11.86% Q1 2026 May 08, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 30,046 3,837 0.52% 0.47% 181 +1,363 4.75% Q1 2026 May 15, 2026
Rock Springs Capital Management LP History Reduced 30,000 3,831 0.23% 1.39% 182 -192,000 -86.49% Q1 2026 May 15, 2026
Eversept Partners, LP History Reduced 30,000 3,831 0.2% 0.61% 183 -69,400 -69.82% Q1 2026 May 15, 2026
ArchPoint Investors History No change 29,875 3,815 0.91% 0.86% 184 0 0.0% Q1 2026 May 14, 2026
Strategic Financial Services, Inc. History Reduced 29,736 3,798 0.18% 1.51% 185 -231,188 -88.6% Q1 2026 May 08, 2026
Creative Planning History Added to 29,398 3,754 0.0% 0.0% 186 +4,051 15.98% Q1 2026 May 12, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 30,210 3,683 2.15% 2.15% 187 0 0.0% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 30,655 3,667 0.0% 0.0% 188 +12,837 72.05% Q1 2026 May 15, 2026
Greenline Partners, LLC History No change 28,711 3,667 0.39% 0.4% 189 0 0.0% Q1 2026 May 15, 2026
CWM, LLC History Added to 28,608 3,654 0.01% 0.01% 190 +4,116 16.81% Q1 2026 May 14, 2026
American Financial Advisors, LLC History Reduced 27,972 3,572 0.48% 0.45% 191 -772 -2.69% Q1 2026 May 13, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 27,959 3,571 0.5% 0.43% 192 +2,633 10.4% Q1 2026 May 15, 2026
CONTINENTAL ADVISORS LLC History No change 27,700 3,538 1.81% 1.43% 193 0 0.0% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 27,604 3,525 0.06% 0.06% 194 +317 1.16% Q1 2026 May 07, 2026
Arcadia Wealth Management, Inc. History Reduced 27,562 3,520 1.9% 2.06% 195 -1,910 -6.48% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 27,225 3,477 0.28% 0.28% 196 -2,314 -7.83% Q1 2026 May 13, 2026
CIBC WORLD MARKET INC. History Added to 26,657 3,404 0.01% 0.0% 197 +7,134 36.54% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Added to 26,572 3,394 0.03% 0.02% 198 +13,836 108.64% Q1 2026 May 15, 2026
Titiun Yejiel History New 26,502 3,385 3.41% 199 +26,502 New Q1 2026 May 04, 2026
Kestra Advisory Services, LLC History Added to 26,063 3,328 0.01% 0.01% 200 +6,073 30.38% Q1 2026 Apr 30, 2026
Stamos Capital Partners, L.P. History Added to 25,221 3,221 0.5% 0.48% 201 +542 2.2% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Reduced 25,120 3,208 0.11% 0.39% 202 -67,958 -73.01% Q1 2026 May 14, 2026
Coastal Bridge Advisors, LLC History Added to 24,590 3,140 0.22% 0.22% 203 +207 0.85% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 24,565 3,137 0.03% 0.03% 204 +2,830 13.02% Q1 2026 May 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 24,548 3,135 0.17% 0.15% 205 +129 0.53% Q1 2026 Apr 13, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 23,953 3,059 0.7% 0.63% 206 +2,152 9.87% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Added to 23,871 3,049 0.07% 0.03% 207 +10,091 73.23% Q1 2026 Apr 14, 2026
BEARING POINT CAPITAL, LLC History Added to 23,472 2,998 0.47% 0.41% 208 +2,120 9.93% Q1 2026 May 07, 2026
CI INVESTMENTS INC. History Reduced 23,379 2,986 0.01% 0.03% 209 -38,494 -62.21% Q1 2026 May 13, 2026
Inspire Advisors, LLC History New 23,327 2,979 0.24% 210 +23,327 New Q1 2026 May 15, 2026
Connective Capital Management, LLC History Added to 23,248 2,969 2.45% 0.57% 211 +15,235 190.13% Q1 2026 May 12, 2026
RPG Investment Advisory, LLC History Reduced 23,235 2,967 0.36% 0.32% 212 -230 -0.98% Q1 2026 May 14, 2026
Erste Asset Management GmbH History No change 23,130 2,956 0.03% 0.02% 213 0 0.0% Q1 2026 May 11, 2026
Equitable Holdings, Inc. History Added to 24,151 2,945 0.02% 0.02% 214 +2,132 9.68% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 22,392 2,923 0.0% 215 +22,392 New Q1 2026 May 12, 2026
BANK OF NOVA SCOTIA History New 22,709 2,900 0.01% 216 +22,709 New Q1 2026 May 14, 2026
CIBC Private Wealth Group LLC History No change 23,217 2,830 0.0% 0.0% 217 0 0.0% Q4 2025 Feb 12, 2026
Verity Asset Management, Inc. History Added to 21,861 2,792 1.17% 1.12% 218 +447 2.09% Q1 2026 Apr 21, 2026
Cassady Wealth & Retirement Planning, LLC History Added to 21,141 2,776 1.44% 1.34% 219 +4,281 25.39% Q1 2026 May 18, 2026
Robertson Stephens Wealth Management, LLC History Added to 21,489 2,744 0.08% 0.07% 220 +98 0.46% Q1 2026 Apr 28, 2026
RPg Family Wealth Advisory, LLC History Added to 21,109 2,696 0.56% 0.5% 221 +2,304 12.25% Q1 2026 May 14, 2026
Glen Eagle Advisors, LLC History Reduced 20,985 2,680 0.38% 0.35% 222 -311 -1.46% Q1 2026 May 15, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 20,678 2,641 2.01% 1.85% 223 -52 -0.25% Q1 2026 May 08, 2026
Modera Wealth Management, LLC History Reduced 20,635 2,635 0.03% 0.03% 224 -382 -1.82% Q1 2026 May 06, 2026
Risk Paradigm Group, LLC History Added to 20,509 2,619 2.23% 2.14% 225 +2,304 12.66% Q1 2026 May 14, 2026
Asset Management Group, Inc. History Reduced 20,433 2,609 0.42% 0.41% 226 -204 -0.99% Q1 2026 May 15, 2026
AE Wealth Management LLC History Reduced 20,287 2,591 0.01% 0.02% 227 -1,790 -8.11% Q1 2026 May 13, 2026
Redhawk Wealth Advisors, Inc. History Reduced 20,139 2,572 0.28% 0.32% 228 -3,169 -13.6% Q1 2026 Apr 15, 2026
CROWN ADVISORS MANAGEMENT, INC. History No change 20,000 2,554 1.7% 1.6% 229 0 0.0% Q1 2026 May 07, 2026
Bayesian Capital Management, LP History New 19,900 2,541 3.1% 230 +19,900 New Q1 2026 May 15, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 19,684 2,514 0.84% 0.87% 231 +45 0.23% Q1 2026 May 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 19,578 2,500 0.6% 0.42% 232 +5,312 37.24% Q1 2026 Apr 28, 2026
DeepCurrents Investment Group LLC History Added to 195 2,490 0.08% 0.01% 233 +161 473.53% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 19,315 2,467 0.0% 0.0% 234 0 0.0% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 19,151 2,446 0.04% 0.0% 235 +18,134 1783.09% Q1 2026 May 15, 2026
Empire Financial Management Company, LLC History Added to 19,125 2,442 0.55% 0.49% 236 +750 4.08% Q1 2026 May 15, 2026
Argyle Capital Partners, LLC History Reduced 19,064 2,435 1.75% 1.84% 237 -1,648 -7.96% Q1 2026 May 07, 2026
Hollow Brook Wealth Management LLC History Reduced 18,688 2,387 0.61% 0.59% 238 -158 -0.84% Q1 2026 May 13, 2026
Sage Capital Management, LLC History Reduced 18,569 2,374 1.12% 1.05% 239 -104 -0.56% Q1 2026 Apr 15, 2026
5th Street Advisors, LLC History Added to 18,565 2,371 1.02% 1.05% 240 +198 1.08% Q1 2026 May 04, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 18,249 2,330 0.13% 0.12% 241 -575 -3.05% Q1 2026 Apr 13, 2026
EverSource Wealth Advisors, LLC History Reduced 18,092 2,310 0.07% 0.13% 242 -10,626 -37.0% Q1 2026 May 15, 2026
STALEY CAPITAL ADVISERS INC History Added to 18,065 2,307 0.1% 0.07% 243 +3,700 25.76% Q1 2026 Apr 29, 2026
TRUIST FINANCIAL CORP History Added to 17,771 2,269 0.0% 0.0% 244 +6,046 51.57% Q1 2026 Apr 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 17,750 2,267 0.07% 0.07% 245 0 0.0% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 17,602 2,248 0.05% 0.02% 246 +11,049 168.61% Q1 2026 Apr 13, 2026
Breakwater Capital Group History Added to 17,247 2,202 0.29% 0.29% 247 +476 2.84% Q1 2026 Apr 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 16,948 2,164 0.17% 0.15% 248 +783 4.84% Q1 2026 Apr 23, 2026
Atlantic Union Bankshares Corp History Reduced 16,849 2,152 0.04% 0.06% 249 -7,644 -31.21% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 16,490 2,106 0.0% 0.0% 250 +5,513 50.22% Q1 2026 May 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 16,322 2,084 0.12% 0.11% 251 +8,861 118.76% Q1 2026 Apr 22, 2026
Wealthfront Advisers LLC History Added to 16,141 2,061 0.0% 0.0% 252 +1,990 14.06% Q1 2026 May 05, 2026
Kassira Wealth Management LLC History Reduced 15,875 2,027 1.86% 1.84% 253 -68 -0.43% Q1 2026 Apr 30, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 15,532 1,983 0.34% 0.29% 254 +1,230 8.6% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 15,316 1,956 0.01% 0.01% 255 -640 -4.01% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 15,235 1,945 0.06% 0.06% 256 0 0.0% Q1 2026 May 13, 2026
Sigma Planning Corp History Reduced 15,203 1,941 0.05% 0.07% 257 -5,285 -25.8% Q1 2026 May 04, 2026
Prospera Financial Services Inc History Added to 15,137 1,933 0.03% 0.02% 258 +3,260 27.45% Q1 2026 Apr 14, 2026
Knott David M Jr History Added to 15,000 1,916 1.14% 0.73% 259 +2,000 15.38% Q1 2026 May 14, 2026
ADAR1 Capital Management, LLC History New 15,000 1,915 0.11% 261 +15,000 New Q1 2026 May 15, 2026
Ulysses Management LLC History No change 15,000 1,915 0.24% 0.34% 260 0 0.0% Q1 2026 May 15, 2026
Investment Research Partners LLC History Reduced 14,963 1,911 0.78% 0.8% 262 -389 -2.53% Q1 2026 Apr 29, 2026
Sava Infond d.o.o. History Added to 14,640 1,869 0.27% 0.06% 263 +10,940 295.68% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 14,486 1,850 0.01% 0.01% 264 -454 -3.04% Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,350 1,832 0.0% 0.0% 265 +1,157 8.77% Q1 2026 May 15, 2026
LJI Wealth Management, LLC History Reduced 14,280 1,823 0.29% 0.27% 266 -40 -0.28% Q1 2026 May 04, 2026
Biltmore Family Office, LLC History Reduced 14,226 1,817 0.25% 0.24% 267 -176 -1.22% Q1 2026 May 11, 2026
AMICA MUTUAL INSURANCE CO History No change 14,127 1,804 0.15% 0.15% 268 0 0.0% Q1 2026 May 05, 2026
DV Trading LLC History Added to 14,074 1,797 0.04% 0.0% 269 +12,673 904.57% Q1 2026 May 15, 2026
SYON CAPITAL LLC History Reduced 14,032 1,792 0.09% 0.1% 270 -3,064 -17.92% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Reduced 13,944 1,781 0.04% 0.04% 271 -139 -0.99% Q1 2026 May 01, 2026
WESPAC Advisors SoCal, LLC History Added to 13,858 1,770 0.38% 0.12% 272 +8,816 174.85% Q1 2026 Apr 15, 2026
HARTLINE INVESTMENT CORP/ History Added to 13,797 1,762 0.19% 0.18% 273 +360 2.68% Q1 2026 Apr 28, 2026
Wealth Advisory Solutions, LLC History Reduced 13,772 1,759 0.39% 0.4% 274 -260 -1.85% Q1 2026 Apr 22, 2026
Advisor OS, LLC History New 13,757 1,757 0.13% 275 +13,757 New Q1 2026 May 07, 2026
PFG Investments, LLC History Reduced 13,659 1,744 0.08% 0.08% 277 -745 -5.17% Q1 2026 Apr 27, 2026
NVWM, LLC History Added to 13,654 1,744 0.39% 0.36% 276 +35 0.26% Q1 2026 Apr 27, 2026
Balefire, LLC History Added to 13,637 1,741 0.33% 0.32% 278 +178 1.32% Q1 2026 May 07, 2026
Legacy Wealth Partners, LLC History Reduced 13,595 1,736 0.44% 0.48% 279 -1,705 -11.14% Q1 2026 Apr 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 13,517 1,726 0.03% 0.02% 280 -189 -1.38% Q1 2026 May 05, 2026
Quarry LP History Added to 13,318 1,701 0.31% 0.25% 281 +310 2.38% Q1 2026 May 15, 2026
Evolution Wealth Advisors, LLC History No change 13,189 1,684 0.17% 0.16% 282 0 0.0% Q1 2026 May 08, 2026
DAVENPORT & Co LLC History Added to 13,184 1,683 0.01% 0.01% 283 +2,648 25.13% Q1 2026 Apr 15, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 12,900 1,647 0.19% 0.18% 284 0 0.0% Q1 2026 May 14, 2026
Parcion Private Wealth LLC History No change 12,854 1,641 0.1% 0.1% 285 0 0.0% Q1 2026 Apr 22, 2026
Y.D. More Investments Ltd History No change 12,500 1,596 0.06% 0.07% 286 0 0.0% Q1 2026 May 04, 2026
EFG International AG History Added to 12,480 1,594 0.03% 0.03% 287 +100 0.81% Q1 2026 May 15, 2026
Choate Investment Advisors History No change 12,471 1,592 0.03% 0.03% 288 0 0.0% Q1 2026 May 13, 2026
PINNACLE ASSOCIATES LTD History Added to 12,266 1,566 0.02% 0.02% 289 +500 4.25% Q1 2026 Apr 21, 2026
SCS Capital Management LLC History Added to 12,257 1,565 0.02% 0.02% 290 +187 1.55% Q1 2026 May 11, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 12,208 1,559 0.11% 0.04% 291 +7,360 151.82% Q1 2026 May 07, 2026
Advisory Services Network, LLC History Reduced 12,181 1,555 0.02% 0.03% 292 -3,883 -24.17% Q1 2026 May 15, 2026
Bramshill Investments, LLC History Added to 12,000 1,532 0.13% 0.06% 293 +3,500 41.18% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History New 11,938 1,524 0.06% 294 +11,938 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 11,850 1,513 0.0% 0.0% 295 +1,536 14.89% Q1 2026 May 15, 2026
Ehrenkranz Partners L.P. History New 11,762 1,502 1.19% 296 +11,762 New Q1 2026 May 15, 2026
Dynamic Advisor Solutions LLC History Added to 11,754 1,501 0.05% 0.05% 297 +161 1.39% Q1 2026 Apr 08, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 12,300 1,499 1.12% 1.12% 298 0 0.0% Q4 2025 Feb 03, 2026
Marex Group plc History Reduced 11,588 1,480 0.01% 0.01% 299 -3,412 -22.75% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 11,387 1,463 0.01% 0.01% 300 +2,008 21.41% Q1 2026 Apr 07, 2026