YELP INC - YELP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 8,236,074 250,294 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 9,963,279 246,491 0.0% 0.0% 2 +273,356 2.82% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,979,045 123,181 0.01% 3 +4,979,045 New Q1 2026 May 08, 2026
LSV ASSET MANAGEMENT History Added to 2,830,841 70,035 0.15% 0.18% 4 +148,603 5.54% Q1 2026 May 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,683,927 66,401 0.01% 0.01% 5 +457,261 20.54% Q1 2026 May 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,603,354 64,406 0.0% 6 +2,603,354 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 2,393,063 59,204 0.0% 0.0% 7 +56,613 2.42% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,208,841 54,625 0.08% 0.11% 8 -30,613 -1.37% Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,829,226 45,261 0.0% 0.0% 9 +91,131 5.24% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,495,909 37,008 0.02% 0.02% 10 +473,087 46.25% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Added to 1,473,840 36,462 0.04% 0.04% 11 +309,056 26.53% Q1 2026 May 11, 2026
MORGAN STANLEY History Added to 1,176,903 29,116 0.0% 0.0% 12 +321,022 37.51% Q1 2026 May 15, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 1,176,468 29,105 0.16% 0.22% 13 +291,946 33.01% Q1 2026 May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,086,870 26,889 0.0% 0.0% 14 +86,992 8.7% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 912,974 22,586 0.0% 0.0% 15 -115,753 -11.25% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 869,246 21,505 0.04% 0.04% 16 -50,470 -5.49% Q1 2026 May 15, 2026
Optimus Prime Fund Management Co., Ltd. History No change 850,000 21,029 2.03% 2.08% 17 0 0.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 844,234 20,886 0.03% 0.04% 18 -400 -0.05% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 789,261 19,526 0.01% 0.01% 19 +403,925 104.82% Q1 2026 May 15, 2026
Robeco Institutional Asset Management B.V. History Added to 788,550 19,508 0.03% 0.03% 20 +134,732 20.61% Q1 2026 Apr 21, 2026
UBS Group AG History Reduced 774,152 19,152 0.0% 0.0% 21 -101,674 -11.61% Q1 2026 May 05, 2026
FMR LLC History Added to 702,240 17,373 0.0% 0.0% 22 +82,323 13.28% Q1 2026 May 15, 2026
Man Group plc History Added to 675,649 16,715 0.03% 0.03% 23 +56,093 9.05% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 623,243 15,419 0.0% 0.0% 24 +21,197 3.52% Q1 2026 May 14, 2026
OP Asset Management Ltd History Added to 598,074 14,796 0.18% 0.0% 25 +588,454 6116.99% Q1 2026 Apr 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 562,739 13,922 0.0% 0.0% 26 +238,993 73.82% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 524,784 12,983 0.01% 0.0% 27 +289,348 122.9% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 522,004 12,914 0.01% 0.01% 28 +147,329 39.32% Q1 2026 May 04, 2026
Pacer Advisors, Inc. History Added to 467,195 11,558 0.03% 0.03% 29 +66,833 16.69% Q1 2026 May 06, 2026
Point72 Asset Management, L.P. History Added to 440,257 10,891 0.01% 0.01% 30 +37,624 9.34% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 407,478 10,081 0.0% 31 +407,478 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 383,483 9,487 0.0% 0.0% 32 -11,672 -2.95% Q1 2026 May 05, 2026
Cambria Investment Management, L.P. History Added to 376,037 9,303 0.52% 0.5% 33 +94,265 33.45% Q1 2026 May 14, 2026
Empowered Funds, LLC History New 367,028 9,080 0.06% 34 +367,028 New Q1 2026 May 14, 2026
Creative Planning History Added to 361,294 8,938 0.01% 0.0% 35 +286,488 382.97% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Added to 358,536 8,870 0.0% 0.0% 36 +44,087 14.02% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History New 332,073 8,215 0.17% 37 +332,073 New Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 318,018 7,867 0.01% 38 +318,018 New Q1 2026 May 15, 2026
River Road Asset Management, LLC History Reduced 317,831 7,863 0.09% 0.39% 39 -843,880 -72.64% Q1 2026 Apr 30, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 304,127 7,524 0.03% 0.05% 40 -153,063 -33.48% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 286,421 7,086 0.02% 0.03% 41 +32,525 12.81% Q1 2026 May 13, 2026
Invesco Ltd. History Added to 278,579 6,892 0.0% 0.0% 42 +58,572 26.62% Q1 2026 May 12, 2026
Quinn Opportunity Partners LLC History Added to 272,299 6,736 0.35% 0.33% 43 +13,000 5.01% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 249,644 6,176 0.0% 0.0% 44 +11,219 4.71% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 241,681 5,979 0.0% 0.0% 45 -117,221 -32.66% Q1 2026 May 12, 2026
Quantedge Capital Pte Ltd History Reduced 228,500 5,653 3.09% 3.48% 46 -11,900 -4.95% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 224,580 5,556 0.01% 0.01% 47 -26,989 -10.73% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 223,353 5,525 0.0% 0.0% 48 +79,561 55.33% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 223,114 5,519 0.01% 0.01% 49 -53,601 -19.37% Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 217,214 5,373 0.09% 0.1% 50 +94,333 76.77% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 212,983 5,269 0.0% 0.03% 51 -1,601,140 -88.26% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 205,316 5,079 0.02% 0.02% 52 +18,111 9.67% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 190,800 4,720 0.0% 0.0% 53 -91,134 -32.32% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Reduced 187,516 4,639 0.13% 0.16% 54 -3,000 -1.57% Q1 2026 May 04, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 144,519 4,391 0.0% 0.0% 55 -8,907 -5.81% Q1 2026 May 15, 2026
SEB Asset Management AB History New 173,528 4,293 0.02% 56 +173,528 New Q1 2026 May 07, 2026
SGL Investment Advisors, Inc. History Added to 166,765 4,215 1.58% 0.84% 57 +79,667 91.47% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Added to 168,427 4,166 0.0% 0.0% 58 +943 0.56% Q1 2026 May 12, 2026
CEERA INVESTMENTS, LLC History Reduced 162,812 4,027 1.77% 2.26% 59 -29,630 -15.4% Q1 2026 May 06, 2026
Assenagon Asset Management S.A. History Added to 162,435 4,018 0.01% 0.0% 60 +52,275 47.45% Q1 2026 Apr 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 160,389 3,968 0.0% 0.01% 61 -8,270 -4.9% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 156,564 3,873 0.0% 0.0% 62 -13,574 -7.98% Q1 2026 May 08, 2026
Edgestream Partners, L.P. History Added to 155,897 3,856 0.13% 0.13% 63 +2,883 1.88% Q1 2026 May 18, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 150,288 3,718 0.01% 0.01% 64 -9,516 -5.95% Q1 2026 May 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 148,067 3,663 0.02% 0.01% 65 +77,557 109.99% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Reduced 138,186 3,418 0.0% 0.0% 66 -18,565 -11.84% Q1 2026 May 14, 2026
Nuveen, LLC History Reduced 136,545 3,378 0.0% 0.0% 67 -1,926 -1.39% Q1 2026 Apr 30, 2026
Vanguard Global Advisers, LLC History New 132,003 3,265 0.0% 68 +132,003 New Q1 2026 May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 129,381 3,200 0.0% 0.0% 69 +1,533 1.2% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 129,250 3,197 0.0% 0.0% 70 -44,059 -25.42% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 128,006 3,166 0.0% 0.0% 71 -31,939 -19.97% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 125,841 3,113 0.01% 0.0% 72 +78,573 166.23% Q1 2026 May 11, 2026
Swiss National Bank History Reduced 115,564 2,859 0.0% 0.0% 73 -2,400 -2.03% Q1 2026 May 07, 2026
BNP Paribas Asset Management Holding S.A. History Added to 111,737 2,764 0.0% 0.0% 74 +1,101 1.0% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 109,876 2,718 0.0% 0.0% 75 +27,937 34.09% Q1 2026 May 13, 2026
WINTON GROUP Ltd History New 108,803 2,691 0.09% 76 +108,803 New Q1 2026 May 12, 2026
HRT FINANCIAL LP History New 107,255 2,653 0.01% 77 +107,255 New Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 105,292 2,612 0.0% 0.0% 78 -243,185 -69.79% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 103,740 2,567 0.0% 0.0% 79 +138 0.13% Q1 2026 May 06, 2026
Vestcor Inc History Reduced 99,659 2,466 0.07% 0.12% 80 -42,243 -29.77% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 92,433 2,288 0.0% 0.01% 81 -59,663 -39.23% Q1 2026 May 08, 2026
Bridgewater Associates, LP History Reduced 91,380 2,260 0.01% 0.04% 82 -264,352 -74.31% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 79,142 1,957 0.0% 0.0% 83 +20,975 36.06% Q1 2026 May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 79,099 1,956 0.12% 0.05% 84 +52,502 197.4% Q1 2026 May 12, 2026
Aurora Investment Counsel History Added to 78,150 1,933 1.07% 1.11% 85 +8,431 12.09% Q1 2026 May 06, 2026
Amundi History Added to 77,597 1,919 0.0% 0.0% 86 +13,342 20.76% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 76,687 1,898 0.0% 0.0% 87 +13,327 21.03% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Reduced 76,692 1,897 0.07% 0.09% 88 -2,425 -3.07% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Added to 75,180 1,859 0.0% 0.0% 89 +50,644 206.41% Q1 2026 May 15, 2026
Freestone Grove Partners LP History Added to 74,030 1,831 0.01% 0.01% 90 +49,150 197.55% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 73,943 1,829 0.0% 0.01% 91 -5,279 -6.66% Q1 2026 May 15, 2026
Cerity Partners LLC History New 73,026 1,806 0.0% 92 +73,026 New Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Reduced 72,786 1,800 0.01% 0.01% 93 -16,727 -18.69% Q1 2026 May 15, 2026
COMERICA BANK History No change 57,641 1,751 0.01% 0.01% 94 0 0.0% Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 69,533 1,720 0.01% 0.01% 95 +28,578 69.78% Q1 2026 Apr 14, 2026
MONEY CONCEPTS CAPITAL CORP History New 68,080 1,684 0.09% 96 +68,080 New Q1 2026 Apr 30, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 68,011 1,682 0.04% 0.05% 97 -268 -0.39% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History Added to 67,600 1,672 0.01% 0.0% 98 +25,100 59.06% Q1 2026 Apr 29, 2026
ROYCE & ASSOCIATES LP History Added to 67,008 1,657 0.02% 0.02% 99 +4,275 6.81% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 54,100 1,644 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 66,073 1,634 0.0% 0.0% 101 -7,729 -10.47% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 65,661 1,624 0.05% 102 +65,661 New Q1 2026 May 15, 2026
CLARK ESTATES INC/NY History No change 65,100 1,610 0.39% 0.48% 103 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 65,046 1,609 0.0% 0.0% 104 +33,298 104.88% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 61,523 1,522 0.01% 0.0% 105 +50,686 467.71% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 60,851 1,505 0.0% 0.0% 106 -4,723 -7.2% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 59,103 1,462 0.0% 0.0% 107 +5,614 10.5% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Reduced 58,676 1,451 0.0% 0.0% 108 -5,388 -8.41% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History New 58,500 1,447 0.0% 109 +58,500 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 56,600 1,400 0.0% 0.0% 110 +10,700 23.31% Q1 2026 May 12, 2026
Insight Advisors, LLC/ PA History New 56,300 1,392 0.26% 111 +56,300 New Q1 2026 May 11, 2026
Brevan Howard Capital Management LP History New 56,082 1,387 0.01% 112 +56,082 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 55,757 1,379 0.0% 0.0% 113 -53,541 -48.99% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 49,479 1,226 0.0% 0.0% 114 -3,319 -6.29% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 47,830 1,183 0.0% 115 +47,830 New Q1 2026 May 08, 2026
NOMURA HOLDINGS INC History New 46,330 1,146 0.0% 116 +46,330 New Q1 2026 May 15, 2026
Kesler, Norman & Wride, LLC History Added to 45,958 1,137 0.2% 0.2% 117 +7,433 19.29% Q1 2026 May 06, 2026
Vident Advisory, LLC History Reduced 45,715 1,130 0.01% 0.04% 118 -97,228 -68.02% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 45,637 1,129 0.0% 0.01% 119 +371 0.82% Q1 2026 May 15, 2026
Sovran Advisors, LLC History Added to 40,749 1,124 0.09% 0.09% 120 +3,363 9.0% Q1 2026 May 01, 2026
Vinva Investment Management Ltd History Added to 30,271 1,095 0.01% 0.02% 121 +2,694 9.77% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Added to 44,232 1,094 0.0% 0.0% 122 +43,073 3716.39% Q1 2026 May 01, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 42,568 1,053 0.0% 0.0% 123 -1,874 -4.22% Q1 2026 Apr 27, 2026
VARCOV Co. History New 42,378 1,048 0.39% 124 +42,378 New Q1 2026 May 15, 2026
Cascade Investment Advisors, Inc. History Reduced 41,100 1,016 0.6% 0.8% 125 -3,400 -7.64% Q1 2026 Apr 13, 2026
Pinnacle Holdings, LLC History Added to 40,394 999 0.32% 0.37% 126 +4,165 11.5% Q1 2026 May 08, 2026
Quent Capital, LLC History No change 40,200 994 0.07% 0.09% 127 0 0.0% Q1 2026 Apr 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 38,992 965 0.0% 0.0% 128 -1,149 -2.86% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History No change 38,611 955 0.0% 0.0% 129 0 0.0% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 36,021 891 0.0% 0.0% 130 -44,192 -55.09% Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 34,310 848 0.0% 0.01% 131 +3,329 10.75% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 34,256 847 0.0% 0.0% 132 -13,912 -28.88% Q1 2026 May 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 33,023 816 0.02% 0.02% 133 +228 0.7% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 32,350 800 0.0% 0.01% 134 -2,145 -6.22% Q1 2026 May 14, 2026
BOKF, NA History Added to 31,081 768 0.01% 0.0% 135 +21,048 209.79% Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History Reduced 31,038 767 0.01% 0.01% 136 -969 -3.03% Q1 2026 Apr 20, 2026
DGS Capital Management, LLC History Added to 30,515 754 0.12% 0.06% 137 +18,809 160.68% Q1 2026 Apr 28, 2026
Summit Global Investments History Reduced 30,280 749 0.04% 0.07% 138 -7,516 -19.89% Q1 2026 May 07, 2026
Horizon Investments, LLC History Added to 29,067 719 0.01% 0.01% 139 +8,523 41.49% Q1 2026 May 14, 2026
denkapparat Operations GmbH History No change 28,036 693 0.29% 0.46% 140 0 0.0% Q1 2026 May 11, 2026
JANUS HENDERSON GROUP PLC History No change 26,826 664 0.0% 0.0% 141 0 0.0% Q1 2026 May 18, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 26,689 660 0.0% 0.0% 142 -1,823 -6.39% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Reduced 26,442 654 0.01% 0.01% 143 -4,665 -15.0% Q1 2026 May 05, 2026
BARCLAYS PLC History Reduced 26,223 648 0.0% 0.0% 144 -98,525 -78.98% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Reduced 25,900 640 0.01% 0.01% 145 -900 -3.36% Q1 2026 Apr 20, 2026
Vanguard Personalized Indexing Management, LLC History Added to 25,669 635 0.01% 0.0% 146 +12,686 97.71% Q1 2026 May 14, 2026
Brooklyn Investment Group History New 25,636 634 0.02% 147 +25,636 New Q1 2026 Apr 29, 2026
MACKENZIE FINANCIAL CORP History Reduced 24,908 616 0.0% 0.0% 148 -38,534 -60.74% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 23,901 591 0.0% 0.0% 149 +11,648 95.06% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 23,337 577 0.0% 0.0% 150 +12,326 111.94% Q1 2026 May 04, 2026
Engineers Gate Manager LP History Reduced 23,020 569 0.01% 0.03% 151 -46,864 -67.06% Q1 2026 May 15, 2026
BlueCrest Capital Management Ltd History New 22,500 556 0.03% 152 +22,500 New Q1 2026 May 15, 2026
Rare Wolf Capital LLC History New 21,267 526 0.34% 153 +21,267 New Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 29,445 519 0.0% 0.0% 154 +16,657 130.25% Q1 2026 Apr 08, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 20,895 516 0.05% 155 +20,895 New Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History Added to 20,460 506 0.0% 0.0% 156 +8,896 76.93% Q1 2026 May 05, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 20,379 504 0.0% 0.0% 157 -3,555 -14.85% Q1 2026 May 15, 2026
Mariner, LLC History Added to 20,203 499 0.0% 0.0% 158 +11,451 130.84% Q1 2026 May 13, 2026
BENJAMIN EDWARDS INC History Added to 20,121 497 0.0% 0.0% 159 +8,798 77.7% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 19,862 491 0.0% 0.0% 160 0 0.0% Q1 2026 May 06, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 19,648 486 0.0% 0.0% 161 -1,013 -4.9% Q1 2026 May 14, 2026
AVIVA PLC History Added to 19,434 480 0.0% 0.0% 162 +3,170 19.49% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 18,639 461 0.0% 0.0% 163 -11 -0.06% Q1 2026 May 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 18,579 459 0.0% 0.0% 164 +2,290 14.06% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History New 17,395 430 0.0% 165 +17,395 New Q1 2026 May 04, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 16,974 419 0.02% 0.12% 166 -54,222 -76.16% Q1 2026 May 07, 2026
AMALGAMATED BANK History Reduced 16,885 418 0.0% 0.0% 167 -161 -0.94% Q1 2026 May 08, 2026
Abel Hall, LLC History Added to 16,583 410 0.09% 0.05% 168 +9,575 136.63% Q1 2026 Apr 28, 2026
Handelsbanken Fonder AB History No change 16,481 408 0.0% 0.0% 169 0 0.0% Q1 2026 Apr 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 16,355 404 0.0% 0.0% 170 +4,740 40.81% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 16,054 397 0.0% 0.0% 171 -624 -3.74% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 16,038 396 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 29, 2026
SG Americas Securities, LLC History Reduced 15,641 387 0.0% 0.0% 173 -28,835 -64.83% Q1 2026 Apr 16, 2026
One Wealth Advisors, LLC History Added to 15,637 386 0.05% 0.04% 174 +5,290 51.13% Q1 2026 Apr 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 15,598 385 0.0% 0.0% 175 -219 -1.38% Q1 2026 Apr 24, 2026
Daiwa Securities Group Inc. History Reduced 15,500 383 0.0% 0.0% 176 -2,600 -14.36% Q1 2026 May 13, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History No change 15,507 383 0.28% 0.35% 177 0 0.0% Q1 2026 Apr 09, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 15,416 381 0.0% 0.0% 178 0 0.0% Q1 2026 May 04, 2026
TD ASSET MANAGEMENT INC History Added to 15,400 380 0.0% 0.0% 179 +5,700 58.76% Q1 2026 May 11, 2026
North Star Investment Management Corp. History Reduced 15,000 371 0.02% 0.05% 180 -9,086 -37.72% Q1 2026 Apr 23, 2026
Private Advisor Group, LLC History New 14,549 359 0.0% 181 +14,549 New Q1 2026 Apr 24, 2026
Vanguard Investments Australia, Ltd. History New 14,507 358 0.0% 182 +14,507 New Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 14,446 357 0.0% 0.0% 183 -16 -0.11% Q1 2026 May 01, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 13,525 334 0.0% 0.01% 184 -13,083 -49.17% Q1 2026 May 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 13,307 329 0.0% 0.01% 185 -100 -0.75% Q1 2026 Apr 29, 2026
GSA CAPITAL PARTNERS LLP History New 13,221 327 0.02% 186 +13,221 New Q1 2026 May 08, 2026
SummitTX Capital, L.P. History New 13,141 325 0.01% 187 +13,141 New Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History New 12,634 312 0.0% 188 +12,634 New Q1 2026 Apr 27, 2026
XPONANCE LLC History Reduced 12,563 310 0.0% 0.0% 189 -759 -5.7% Q1 2026 May 13, 2026
State of Wyoming History Reduced 12,523 309 0.04% 0.04% 191 -480 -3.69% Q1 2026 May 13, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 12,519 309 0.0% 0.0% 190 0 0.0% Q1 2026 Apr 30, 2026
Abacus Wealth Partners, LLC History New 12,240 302 0.03% 192 +12,240 New Q1 2026 Apr 24, 2026
Janney Montgomery Scott LLC History New 11,607 287 0.0% 193 +11,607 New Q1 2026 Apr 22, 2026
Pictet Asset Management Holding SA History Added to 11,482 284 0.0% 0.0% 194 +1,656 16.85% Q1 2026 Apr 22, 2026
IMC-Chicago, LLC History New 11,440 283 0.0% 196 +11,440 New Q1 2026 May 05, 2026
Lakewood Asset Management LLC History Added to 11,466 283 0.18% 0.12% 195 +4,825 72.65% Q1 2026 Apr 22, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 8,800 267 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 04, 2026
HSBC HOLDINGS PLC History Reduced 10,683 264 0.0% 0.0% 198 -29,950 -73.71% Q1 2026 Apr 30, 2026
RHS Financial, LLC History Added to 10,352 256 0.12% 0.15% 199 +177 1.74% Q1 2026 Apr 28, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 8,247 250 0.02% 0.02% 200 0 0.0% Q4 2025 Jan 27, 2026
nVerses Capital, LLC History New 10,085 249 0.23% 201 +10,085 New Q1 2026 May 13, 2026
Ethic Inc. History New 9,836 243 0.0% 202 +9,836 New Q1 2026 Apr 27, 2026
Swiss Life Asset Management Ltd History Added to 9,730 240 0.0% 0.0% 203 +1,999 25.86% Q1 2026 May 14, 2026
Camelot Portfolios, LLC History Reduced 9,375 231 0.17% 0.18% 204 -331 -3.41% Q1 2026 May 08, 2026
ProShare Advisors LLC History Reduced 9,183 227 0.0% 0.0% 205 -2,566 -21.84% Q1 2026 Apr 24, 2026
Centiva Capital, LP History New 9,173 226 0.0% 206 +9,173 New Q1 2026 May 14, 2026
Verition Fund Management LLC History Reduced 9,068 224 0.0% 0.02% 207 -132,828 -93.61% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Added to 8,798 221 0.01% 0.0% 208 +1,427 19.36% Q1 2026 Apr 08, 2026
GROUP ONE TRADING LLC History Reduced 8,739 216 0.0% 0.0% 210 -16,071 -64.78% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Reduced 8,766 216 0.0% 0.0% 209 -11,136 -55.95% Q1 2026 May 07, 2026
Maryland State Retirement & Pension System History No change 8,612 213 0.0% 0.01% 211 0 0.0% Q1 2026 May 04, 2026
Merit Financial Group, LLC History New 8,602 212 0.0% 212 +8,602 New Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History New 8,491 210 0.0% 213 +8,491 New Q1 2026 Apr 30, 2026
EntryPoint Capital, LLC History New 8,246 204 0.06% 214 +8,246 New Q1 2026 May 14, 2026
Baird Financial Group, Inc. History New 8,132 201 0.0% 215 +8,132 New Q1 2026 May 14, 2026
AlphaQuest LLC History No change 6,402 194 0.01% 0.01% 216 0 0.0% Q4 2025 Feb 09, 2026
Ensign Peak Advisors, Inc History No change 6,859 169 0.0% 0.0% 217 0 0.0% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,110 151 0.0% 0.0% 218 -1,094 -15.19% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 6,088 150 0.0% 0.0% 219 +5,004 461.62% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,759 142 0.0% 0.0% 220 0 0.0% Q1 2026 May 14, 2026
New Vernon Capital Holdings II LLC History No change 5,556 137 0.1% 0.08% 221 0 0.0% Q1 2026 May 15, 2026
EMC Capital Management History No change 4,254 129 0.06% 0.06% 222 0 0.0% Q4 2025 Mar 09, 2026
South Dakota Investment Council History No change 5,100 126 0.0% 0.0% 223 0 0.0% Q1 2026 May 18, 2026
Cygnus Capital Advisors, LLC History No change 5,000 124 0.08% 0.11% 224 0 0.0% Q1 2026 May 12, 2026
Ameritas Investment Partners, Inc. History Reduced 4,833 119 0.0% 0.0% 225 -334 -6.46% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 4,345 107 0.0% 0.0% 226 +3,048 235.0% Q1 2026 May 01, 2026
GAMMA Investing LLC History Added to 4,144 102 0.0% 0.0% 228 +3,580 634.75% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Added to 4,156 102 0.0% 0.0% 227 +2,993 257.35% Q1 2026 May 14, 2026
NFSG Corp History No change 3,950 97 0.02% 0.02% 229 0 0.0% Q1 2026 May 05, 2026
Covestor Ltd History Reduced 3,878 96 0.07% 0.12% 230 -3,881 -50.02% Q1 2026 May 05, 2026
Parallel Advisors, LLC History Added to 3,720 92 0.0% 0.0% 231 +3,016 428.41% Q1 2026 May 07, 2026
Versant Capital Management, Inc History Added to 3,626 89 0.01% 0.0% 232 +2,713 297.15% Q1 2026 Apr 06, 2026
Allworth Financial LP History Added to 3,538 87 0.0% 0.0% 233 +2,844 409.8% Q1 2026 May 14, 2026
DekaBank Deutsche Girozentrale History No change 3,258 83 0.0% 0.0% 234 0 0.0% Q1 2026 May 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,025 74 0.0% 0.0% 235 +429 16.53% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Added to 2,859 70 0.0% 0.0% 236 +1,231 75.61% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,641 65 0.01% 0.01% 237 +835 46.23% Q1 2026 May 11, 2026
SIMPLEX TRADING, LLC History New 2,471 61 0.0% 238 +2,471 New Q1 2026 May 14, 2026
Blue Trust, Inc. History Reduced 2,290 56 0.0% 0.0% 239 -2,168 -48.63% Q1 2026 Apr 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,144 53 0.0% 0.0% 240 +289 15.58% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 2,110 52 0.0% 0.0% 241 +13 0.62% Q1 2026 Apr 07, 2026
J. Goldman & Co LP History New 2,000 49 0.0% 243 +2,000 New Q1 2026 May 15, 2026
KBC Group NV History No change 1,990 49 0.0% 0.0% 242 0 0.0% Q1 2026 May 07, 2026
STRS OHIO History No change 1,800 44 0.0% 0.0% 244 0 0.0% Q1 2026 Apr 24, 2026
MAI Capital Management History Added to 1,646 40 0.0% 0.0% 245 +1,518 1185.94% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 1,443 36 0.0% 0.0% 246 +1,161 411.7% Q1 2026 Apr 07, 2026
Advisors Asset Management, Inc. History Reduced 1,314 32 0.0% 0.0% 247 -1,278 -49.31% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 1,186 29 0.0% 0.0% 248 +28 2.42% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,166 28 0.0% 0.0% 249 +1,067 1077.78% Q1 2026 Apr 13, 2026
EverSource Wealth Advisors, LLC History Added to 747 18 0.0% 0.0% 250 +388 108.08% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 706 17 0.0% 0.01% 251 -8,673 -92.47% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Reduced 709 17 0.0% 0.0% 252 -662 -48.29% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 587 15 0.0% 0.0% 253 +456 348.09% Q1 2026 Apr 28, 2026
SageView Advisory Group, LLC History No change 462 14 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 534 13 0.0% 0.0% 255 +443 486.81% Q1 2026 May 07, 2026
Salomon & Ludwin, LLC History Added to 517 13 0.0% 0.0% 256 +219 73.49% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 512 12 0.0% 257 +490 2227.27% Q1 2026 May 15, 2026
WealthCollab, LLC History Reduced 488 12 0.0% 0.01% 261 -229 -31.94% Q1 2026 May 13, 2026
UMB Bank, n.a. History Added to 508 12 0.0% 0.0% 258 +187 58.26% Q1 2026 May 11, 2026
Grove Bank & Trust History No change 523 12 0.0% 0.0% 259 0 0.0% Q1 2026 Apr 08, 2026
TSFG, LLC History No change 500 12 0.0% 0.0% 260 0 0.0% Q1 2026 Apr 27, 2026
Global Retirement Partners, LLC History No change 351 10 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 369 9 0.0% 267 +369 New Q1 2026 May 08, 2026
Larson Financial Group LLC History Added to 374 9 0.0% 0.0% 265 +124 49.6% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History Reduced 387 9 0.0% 0.0% 266 -48 -11.03% Q1 2026 Apr 17, 2026
Sterling Capital Management LLC History Reduced 383 9 0.0% 0.0% 264 -5 -1.29% Q1 2026 Apr 22, 2026
CIBC Private Wealth Group LLC History No change 307 9 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 293 7 0.0% 271 +293 New Q1 2026 May 08, 2026
IFP Advisors, Inc History Added to 285 7 0.0% 0.0% 268 +150 111.11% Q1 2026 Apr 13, 2026
True Wealth Design, LLC History Added to 303 7 0.0% 0.0% 270 +101 50.0% Q1 2026 Apr 13, 2026
SBI Securities Co., Ltd. History Added to 322 7 0.0% 0.0% 269 +6 1.9% Q1 2026 Apr 27, 2026
Ares Financial Consulting, LLC History New 237 5 0.0% 273 +237 New Q1 2026 Apr 02, 2026
HARBOUR INVESTMENTS, INC. History Added to 205 5 0.0% 0.0% 272 +157 327.08% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Reduced 197 4 0.0% 0.0% 274 -307 -60.91% Q1 2026 May 13, 2026
Dogwood Wealth Management LLC History New 175 4 0.0% 275 +175 New Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 145 3 0.0% 280 +145 New Q1 2026 May 08, 2026
MCF Advisors LLC History New 142 3 0.0% 279 +142 New Q1 2026 May 11, 2026
HUNTINGTON NATIONAL BANK History New 138 3 0.0% 278 +138 New Q1 2026 May 15, 2026
Aspect Partners, LLC History Added to 146 3 0.0% 0.0% 277 +6 4.29% Q1 2026 Apr 02, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 134 3 0.0% 0.0% 276 0 0.0% Q1 2026 May 12, 2026
DANSKE BANK A/S History Reduced 100 2 0.0% 0.0% 281 -400 -80.0% Q1 2026 May 12, 2026
Advisory Services Network, LLC History New 117 2 0.0% 286 +117 New Q1 2026 May 15, 2026
Marquette Asset Management, LLC History New 116 2 0.0% 285 +116 New Q1 2026 Apr 23, 2026
Cassaday & Co Wealth Management LLC History New 100 2 0.0% 287 +100 New Q1 2026 May 07, 2026
Wealth Preservation Advisors, LLC History New 96 2 0.0% 288 +96 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 83 2 0.0% 282 +66 388.24% Q1 2026 May 07, 2026
Root Financial Partners, LLC History Added to 114 2 0.0% 0.0% 284 +6 5.56% Q1 2026 Apr 24, 2026
Bank of New Hampshire History No change 90 2 0.0% 0.0% 283 0 0.0% Q1 2026 Apr 13, 2026
CVA Family Office, LLC History New 50 1 0.0% 294 +50 New Q1 2026 Apr 29, 2026
Physician Wealth Advisors, Inc. History Reduced 59 1 0.0% 0.0% 291 -36 -37.89% Q1 2026 Apr 24, 2026
Forum Finance Group S.A. History New 35 1 0.0% 295 +35 New Q1 2026 May 07, 2026
Bare Financial Services, Inc History Added to 63 1 0.0% 292 +31 96.88% Q1 2026 May 14, 2026
Avion Wealth History Added to 62 1 0.0% 290 +30 93.75% Q1 2026 May 01, 2026
Keating Financial Advisory Services, Inc. History Added to 46 1 0.0% 293 +28 155.56% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Added to 45 1 0.0% 0.0% 289 +3 7.14% Q1 2026 May 15, 2026
GOODNOW INVESTMENT GROUP, LLC History Closed out 0 0 1.81% -637,180 -100.0% Q1 2026 May 14, 2026
Crawford Fund Management, LLC History Closed out 0 0 2.1% -523,958 -100.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -210,114 -100.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.02% -194,495 -100.0% Q1 2026 Apr 30, 2026
Headwater Capital Co Ltd History Closed out 0 0 0.95% -150,000 -100.0% Q1 2026 May 14, 2026
Moran Wealth Management, LLC History Closed out 0 0 0.1% -108,797 -100.0% Q1 2026 Apr 27, 2026
Dana Investment Advisors, Inc. History Closed out 0 0 0.09% -99,168 -100.0% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.01% -98,825 -100.0% Q1 2026 May 14, 2026
Stratos Wealth Advisors, LLC History Closed out 0 0 0.14% -94,461 -100.0% Q1 2026 Apr 28, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.05% -80,878 -100.0% Q1 2026 Apr 27, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.01% -78,600 -100.0% Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 0.03% -74,748 -100.0% Q1 2026 May 11, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.4% -61,386 -100.0% Q1 2026 May 13, 2026
Tenzing Global Management, LLC History Closed out 0 0 1.09% -60,000 -100.0% Q1 2026 May 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.01% -39,339 -100.0% Q1 2026 May 13, 2026
Odyssean, LLC History Closed out 0 0 0.54% -24,902 -100.0% Q1 2026 May 15, 2026
Suncoast Equity Management History Closed out 0 0 0.06% -21,130 -100.0% Q1 2026 May 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 0.0% -20,603 -100.0% Q1 2026 May 14, 2026
CWA Asset Management Group, LLC History Closed out 0 0 0.02% -19,871 -100.0% Q1 2026 Apr 20, 2026
Quantbot Technologies LP History Closed out 0 0 0.02% -16,432 -100.0% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.02% -15,747 -100.0% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Closed out 0 0 0.0% -14,870 -100.0% Q1 2026 May 08, 2026
Watershed Asset Management, L.L.C. History Closed out 0 0 0.41% -14,630 -100.0% Q1 2026 May 06, 2026
PEAK6 LLC History Closed out 0 0 0.0% -10,500 -100.0% Q1 2026 May 13, 2026
Walleye Trading LLC History Closed out 0 0 0.0% -10,199 -100.0% Q1 2026 May 08, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 0.0% -10,013 -100.0% Q1 2026 Apr 14, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -9,506 -100.0% Q1 2026 May 14, 2026
Holocene Advisors, LP History Closed out 0 0 0.0% -8,679 -100.0% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Closed out 0 0 0.0% -8,302 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -8,034 -100.0% Q1 2026 May 15, 2026
SMITH THOMAS W History Closed out 0 0 0.22% -8,000 -100.0% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -7,868 -100.0% Q1 2026 Apr 27, 2026
Councilmark Asset Management, LLC History Closed out 0 0 0.13% -7,650 -100.0% Q1 2026 May 12, 2026
Composition Wealth, LLC History Closed out 0 0 0.0% -7,442 -100.0% Q1 2026 Apr 08, 2026
Neuberger Berman Group LLC History Closed out 0 0 0.0% -7,384 -100.0% Q1 2026 May 14, 2026
Silver Coast Investments LLC History Closed out 0 0 0.07% -7,003 -100.0% Q1 2026 Apr 22, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -6,900 -100.0% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -6,677 -100.0% Q1 2026 May 07, 2026
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -6,653 -100.0% Q1 2026 May 13, 2026
HANCOCK WHITNEY CORP History Closed out 0 0 0.0% -6,641 -100.0% Q1 2026 May 15, 2026
Aristides Capital LLC History Closed out 0 0 0.04% -6,605 -100.0% Q1 2026 May 14, 2026
ST GERMAIN D J CO INC History Closed out 0 0 0.01% -6,258 -100.0% Q1 2026 Apr 13, 2026
Modus Advisors, LLC History Closed out 0 0 0.02% -2,903 -100.0% Q1 2026 May 04, 2026
VIRTUS ADVISERS, LLC History Closed out 0 0 0.04% -2,700 -100.0% Q1 2026 May 14, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -592 -100.0% Q1 2026 May 13, 2026
FIRST HORIZON CORP History Closed out 0 0 0.0% -397 -100.0% Q1 2026 Apr 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -351 -100.0% Q1 2026 May 08, 2026
Acumen Wealth Advisors, LLC History Closed out 0 0 0.0% -263 -100.0% Q1 2026 May 13, 2026
Altshuler Shaham Ltd History Closed out 0 0 0.0% -136 -100.0% Q1 2026 May 18, 2026
Fortitude Family Office, LLC History Closed out 0 0 0.0% -82 -100.0% Q1 2026 Apr 15, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -73 -100.0% Q1 2026 May 13, 2026
CX Institutional History Closed out 0 0 0.0% -60 -100.0% Q1 2026 Apr 06, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -49 -100.0% Q1 2026 May 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 2 0 0.0% -36 -94.74% Q1 2026 Apr 20, 2026
Caitong International Asset Management Co., Ltd History New 29 0 +29 New Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -24 -100.0% Q1 2026 May 14, 2026
Retirement Wealth Solutions LLC History Added to 40 0 +23 135.29% Q1 2026 Apr 07, 2026
SJS Investment Consulting Inc. History Reduced 9 0 -21 -70.0% Q1 2026 Apr 23, 2026
Whipplewood Advisors, LLC History New 21 0 +21 New Q1 2026 Apr 30, 2026
Cornerstone Financial Management LLC History New 21 0 +21 New Q1 2026 May 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 6 0 -20 -76.92% Q1 2026 May 01, 2026
TD PRIVATE CLIENT WEALTH LLC History New 20 0 +20 New Q1 2026 Apr 27, 2026
Spire Wealth Management History Closed out 0 0 -19 -100.0% Q1 2026 Apr 22, 2026
Ankerstar Wealth, LLC History Added to 23 0 +18 360.0% Q1 2026 May 13, 2026
Rialto Wealth Management, LLC History Added to 20 0 +16 400.0% Q1 2026 May 14, 2026
Quarry LP History Closed out 0 0 -16 -100.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History New 14 0 +14 New Q1 2026 Apr 29, 2026
Investors Portfolio Services LLC History New 14 0 +14 New Q1 2026 May 14, 2026
Torren Management, LLC History Reduced 9 0 -11 -55.0% Q1 2026 Apr 30, 2026
Cornerstone Planning Group LLC History New 11 0 +11 New Q1 2026 May 06, 2026
Kilter Group LLC History New 7 0 +7 New Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Closed out 0 0 -7 -100.0% Q1 2026 May 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 10 0 +6 150.0% Q1 2026 Apr 21, 2026
DiNuzzo Private Wealth, Inc. History Reduced 2 0 -3 -60.0% Q1 2026 Apr 08, 2026
Bay Harbor Wealth Management, LLC History Reduced 2 0 -2 -50.0% Q1 2026 Apr 14, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 01, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 35 0 0.0% 0 0.0% Q1 2026 Apr 23, 2026
DecisionPoint Financial, LLC History No change 6 0 0 0.0% Q1 2026 May 06, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
Godfrey Financial Associates, Inc. History No change 10 0 0 0.0% Q1 2026 May 11, 2026