Yext, Inc. - YEXT

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.
Rows: 0
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 15,176,303 122,321 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
Lynrock Lake LP History Added to 18,188,607 69,844 4.78% 8.04% 2 +3,056,223 20.2% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 8,168,617 31,367 0.0% 0.0% 3 -410,741 -4.79% Q1 2026 May 13, 2026
Lead Edge Capital Management, LLC History Reduced 7,843,296 30,118 7.38% 26.44% 4 -4,948,782 -38.69% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 6,109,388 23,460 0.0% 5 +6,109,388 New Q1 2026 May 08, 2026
BARCLAYS PLC History Added to 4,005,275 15,380 0.0% 0.0% 6 +3,803,320 1883.25% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,534,874 13,573 0.0% 7 +3,534,874 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 2,871,878 11,028 0.0% 0.0% 8 +122,335 4.45% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,393,562 9,192 0.0% 0.0% 9 -208,997 -8.03% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,131,636 8,184 0.0% 0.0% 10 +373,953 21.28% Q1 2026 May 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,309,665 5,029 0.0% 0.01% 11 +6,395 0.49% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 1,208,658 4,641 0.0% 0.0% 12 +198,214 19.62% Q1 2026 May 15, 2026
OP Asset Management Ltd History Added to 1,019,573 3,915 0.05% 0.0% 13 +978,200 2364.34% Q1 2026 Apr 10, 2026
JANE STREET GROUP, LLC History Added to 946,772 3,635 0.0% 0.0% 14 +719,800 317.13% Q1 2026 May 12, 2026
Hudson Bay Capital Management LP History Reduced 902,270 3,464 0.01% 0.08% 15 -2,050,183 -69.44% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Reduced 841,100 3,229 0.01% 0.03% 16 -260 -0.03% Q1 2026 May 11, 2026
FMR LLC History Added to 826,132 3,172 0.0% 0.0% 17 +314,047 61.33% Q1 2026 May 15, 2026
UBS Group AG History Added to 823,819 3,163 0.0% 0.0% 18 +344,605 71.91% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Reduced 815,284 3,130 0.0% 0.0% 19 -112,360 -12.11% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 761,921 2,925 0.0% 0.0% 20 +62,942 9.0% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 732,393 2,812 0.0% 0.0% 21 -251,192 -25.54% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 681,368 2,616 0.0% 0.0% 22 +134,567 24.61% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 666,757 2,560 0.0% 0.0% 23 +172,518 34.91% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 631,341 2,424 0.0% 0.0% 24 +581,534 1167.57% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 594,467 2,282 0.0% 25 +594,467 New Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Added to 546,680 2,099 0.0% 0.0% 26 +120,288 28.21% Q1 2026 May 15, 2026
Boston Partners History Added to 528,195 2,028 0.0% 0.0% 27 +22,556 4.46% Q1 2026 May 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 498,564 1,914 0.0% 0.0% 28 +354,495 246.06% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 466,257 1,790 0.0% 29 +466,257 New Q1 2026 May 15, 2026
EQUITEC PROPRIETARY MARKETS, LLC History New 462,200 1,774 0.95% 30 +462,200 New Q1 2026 May 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 426,675 1,638 0.01% 0.02% 31 -244,616 -36.44% Q1 2026 May 08, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 399,914 1,535 0.0% 0.02% 32 -774,733 -65.95% Q1 2026 May 11, 2026
Vanguard Global Advisers, LLC History New 395,168 1,517 0.0% 33 +395,168 New Q1 2026 May 08, 2026
Maltin Wealth Management, Inc. History Added to 393,439 1,510 0.58% 1.25% 34 +2,000 0.51% Q1 2026 Apr 21, 2026
Pacer Advisors, Inc. History New 391,410 1,503 0.0% 35 +391,410 New Q1 2026 May 06, 2026
SIMPLEX TRADING, LLC History Added to 387,822 1,489 0.0% 0.0% 36 +153,243 65.33% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Reduced 363,100 1,394 0.0% 0.01% 37 -66,716 -15.52% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 331,471 1,272 0.0% 0.0% 38 +267,643 419.32% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 330,117 1,267 0.0% 0.0% 39 -8,893 -2.62% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 326,114 1,229 0.0% 0.0% 40 +283,547 666.12% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 317,025 1,217 0.0% 0.0% 41 -28,690 -8.3% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 304,929 1,170 0.0% 0.0% 42 -195,046 -39.01% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 136,987 1,104 0.0% 0.0% 43 -44,000 -24.31% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 286,623 1,100 0.0% 0.0% 44 +131,456 84.72% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 255,920 982 0.0% 0.0% 45 +120,223 88.6% Q1 2026 May 04, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 238,007 911 0.0% 0.0% 46 +227,153 2092.8% Q1 2026 May 13, 2026
Nuveen, LLC History Added to 227,849 874 0.0% 0.0% 47 +19,033 9.11% Q1 2026 Apr 30, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 226,036 872 0.05% 48 +226,036 New Q1 2026 May 15, 2026
AlphaQuest LLC History No change 107,082 863 0.05% 0.05% 49 0 0.0% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 211,691 812 0.0% 0.0% 50 +3,827 1.84% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Added to 210,094 806 0.0% 0.0% 51 +133,347 173.75% Q1 2026 May 15, 2026
CSS LLC/IL History New 203,993 783 0.04% 52 +203,993 New Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 198,455 762 0.01% 0.03% 53 +33,266 20.14% Q1 2026 May 15, 2026
DRW Securities, LLC History New 186,009 714 0.01% 54 +186,009 New Q1 2026 May 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 185,000 710 0.01% 0.05% 55 -220,000 -54.32% Q1 2026 May 12, 2026
Invesco Ltd. History Reduced 182,437 700 0.0% 0.0% 56 -4,669 -2.5% Q1 2026 May 12, 2026
Clear Harbor Asset Management, LLC History Added to 164,910 633 0.04% 0.02% 57 +127,860 345.1% Q1 2026 May 05, 2026
Swiss National Bank History Reduced 160,625 616 0.0% 0.0% 58 -45,875 -22.22% Q1 2026 May 07, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 159,494 612 0.0% 0.0% 59 +148,067 1295.76% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 156,072 599 0.01% 0.0% 60 +127,572 447.62% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History No change 150,000 576 0.0% 0.0% 61 0 0.0% Q1 2026 Apr 29, 2026
CREDIT AGRICOLE S A History Added to 149,000 572 0.0% 0.0% 62 +102,897 223.19% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 70,500 568 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 146,052 560 0.0% 0.01% 64 +69,915 91.83% Q1 2026 May 15, 2026
Alberta Investment Management Corp History New 138,655 532 0.0% 65 +138,655 New Q1 2026 Apr 28, 2026
D. E. Shaw & Co., Inc. History Reduced 133,379 512 0.0% 0.0% 66 -90,616 -40.45% Q1 2026 May 15, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 61,238 493 0.0% 0.0% 67 0 0.0% Q4 2025 Feb 04, 2026
RHUMBLINE ADVISERS History Reduced 125,489 481 0.0% 0.0% 68 -3,285 -2.55% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 119,287 458 0.0% 0.0% 69 -165,685 -58.14% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 118,463 454 0.02% 70 +118,463 New Q1 2026 May 13, 2026
Walleye Trading LLC History Added to 115,000 441 0.0% 0.0% 71 +28,100 32.34% Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 102,356 394 0.0% 0.0% 72 +18,925 22.68% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 101,616 390 0.0% 0.0% 73 -209,607 -67.35% Q1 2026 May 06, 2026
Rangeley Capital, LLC History Reduced 99,328 381 0.37% 3.92% 75 -486,032 -83.03% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 99,226 381 0.0% 0.0% 74 -755 -0.76% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 98,733 379 0.0% 0.0% 76 -15,499 -13.57% Q1 2026 Apr 30, 2026
FRANKLIN RESOURCES INC History Reduced 97,027 372 0.0% 0.0% 77 -9,801 -9.17% Q1 2026 May 13, 2026
MANGROVE PARTNERS IM, LLC History New 93,085 357 0.03% 78 +93,085 New Q1 2026 May 15, 2026
HRT FINANCIAL LP History New 88,400 339 0.0% 79 +88,400 New Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 87,128 334 0.0% 0.0% 80 +55,896 178.97% Q1 2026 May 15, 2026
Covestor Ltd History Reduced 78,109 300 0.21% 0.35% 81 -3,968 -4.83% Q1 2026 May 05, 2026
STRS OHIO History No change 77,200 296 0.0% 0.0% 82 0 0.0% Q1 2026 Apr 24, 2026
Brooklyn Investment Group History New 75,090 288 0.01% 83 +75,090 New Q1 2026 Apr 29, 2026
Legal & General Group Plc History Reduced 74,102 284 0.0% 0.0% 84 -26,485 -26.33% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 73,113 280 0.0% 85 +73,113 New Q1 2026 May 08, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 72,266 277 0.0% 0.0% 86 -45,458 -38.61% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 63,855 245 0.0% 0.0% 87 -174,590 -73.22% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 62,266 239 0.0% 0.0% 88 -10,395 -14.31% Q1 2026 May 13, 2026
State of Wyoming History New 60,289 231 0.03% 89 +60,289 New Q1 2026 May 13, 2026
Vestcor Inc History No change 58,620 225 0.01% 0.01% 90 0 0.0% Q1 2026 May 12, 2026
Counterpoint Mutual Funds LLC History New 56,914 218 0.03% 92 +56,914 New Q1 2026 Apr 27, 2026
GABELLI FUNDS LLC History Added to 57,000 218 0.0% 0.0% 91 +21,000 58.33% Q1 2026 May 14, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 55,985 214 0.01% 0.02% 93 -53,416 -48.83% Q1 2026 May 13, 2026
Quinn Opportunity Partners LLC History New 55,000 211 0.01% 94 +55,000 New Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 53,697 206 0.03% 96 +53,697 New Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Added to 53,868 206 0.0% 0.0% 95 +3,236 6.39% Q1 2026 May 14, 2026
Amundi History Added to 50,812 195 0.0% 0.0% 97 +11,136 28.07% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Reduced 49,200 188 0.0% 0.0% 98 -22,844 -31.71% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 47,630 182 0.01% 99 +47,630 New Q1 2026 May 15, 2026
Haven Private, LLC History Reduced 45,037 172 0.07% 0.21% 100 -14,211 -23.99% Q1 2026 May 05, 2026
Creative Planning History Added to 44,663 171 0.0% 0.0% 101 +31,507 239.49% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 42,800 164 0.0% 0.01% 102 -366,400 -89.54% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 38,007 145 0.0% 0.0% 103 -128,729 -77.21% Q1 2026 May 11, 2026
IMC-Chicago, LLC History New 37,100 142 0.0% 104 +37,100 New Q1 2026 May 05, 2026
TUDOR INVESTMENT CORP ET AL History New 36,468 140 0.0% 106 +36,468 New Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,498 140 0.0% 0.0% 105 0 0.0% Q1 2026 May 08, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 36,347 139 0.04% 107 +36,347 New Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History New 32,331 124 0.0% 108 +32,331 New Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 31,300 120 0.0% 0.0% 109 -2,400 -7.12% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 30,830 118 0.0% 0.0% 111 -90 -0.29% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 30,903 118 0.0% 0.0% 110 0 0.0% Q1 2026 May 06, 2026
TWO SIGMA INVESTMENTS, LP History Added to 29,467 113 0.0% 0.0% 112 +11,843 67.2% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 29,288 112 0.0% 0.0% 113 -69 -0.24% Q1 2026 May 01, 2026
Tactive Advisors, LLC History New 28,992 111 0.03% 114 +28,992 New Q1 2026 Apr 16, 2026
Scientech Research LLC History New 28,965 111 0.09% 115 +28,965 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 28,332 108 0.0% 0.0% 116 -20,553 -42.04% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 28,074 107 0.0% 0.01% 117 -1,719,097 -98.39% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 28,032 107 0.0% 0.0% 118 -13,124 -31.89% Q1 2026 May 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 27,691 106 0.0% 0.0% 119 +7,913 40.01% Q1 2026 Apr 27, 2026
JANUS HENDERSON GROUP PLC History Reduced 26,893 103 0.0% 0.0% 120 -16,968 -38.69% Q1 2026 May 18, 2026
HARBOR CAPITAL ADVISORS, INC. History New 26,175 101 0.01% 121 +26,175 New Q1 2026 Apr 28, 2026
HB Wealth Management, LLC History Reduced 25,309 97 0.0% 0.0% 122 -20,001 -44.14% Q1 2026 Apr 27, 2026
Police & Firemen's Retirement System of New Jersey History No change 25,386 97 0.0% 0.0% 123 0 0.0% Q1 2026 Apr 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 23,200 89 0.01% 124 +23,200 New Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 22,874 87 0.0% 0.0% 125 -16,022 -41.19% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 22,779 87 0.0% 0.0% 126 -1,596 -6.55% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 22,238 85 0.0% 0.0% 127 +11,730 111.63% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 21,946 84 0.0% 128 +21,946 New Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 9,981 80 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 20,821 79 0.0% 0.0% 130 +951 4.79% Q1 2026 May 11, 2026
SEI INVESTMENTS CO History New 20,533 78 0.0% 131 +20,533 New Q1 2026 May 13, 2026
Jain Global LLC History Added to 19,345 74 0.0% 0.0% 133 +1,861 10.64% Q1 2026 May 15, 2026
CIM INVESTMENT MANAGEMENT INC History No change 19,291 74 0.02% 0.04% 132 0 0.0% Q1 2026 May 19, 2026
SG Americas Securities, LLC History Reduced 18,840 72 0.0% 0.0% 134 -52,411 -73.56% Q1 2026 Apr 16, 2026
Ground Swell Capital, LLC History New 16,604 63 0.12% 136 +16,604 New Q1 2026 Apr 21, 2026
JBF Capital, Inc. History New 16,418 63 0.01% 135 +16,418 New Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History New 15,900 61 0.0% 137 +15,900 New Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History New 15,334 58 0.0% 138 +15,334 New Q1 2026 Apr 22, 2026
CIBC Bancorp USA Inc. History New 15,091 57 0.0% 140 +15,091 New Q1 2026 May 12, 2026
FLOW TRADERS U.S. LLC History Reduced 14,952 57 0.0% 0.0% 139 -2,603 -14.83% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 14,713 56 0.0% 0.0% 141 -3,818 -20.6% Q1 2026 Apr 24, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,876 53 0.0% 0.0% 142 0 0.0% Q1 2026 May 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 13,648 52 0.0% 0.01% 143 -414,219 -96.81% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History New 13,294 51 0.0% 144 +13,294 New Q1 2026 May 14, 2026
WINTON GROUP Ltd History New 12,900 49 0.0% 145 +12,900 New Q1 2026 May 12, 2026
Sequoia Financial Advisors, LLC History New 12,641 48 0.0% 147 +12,641 New Q1 2026 Apr 30, 2026
Able Wealth Management LLC History New 12,577 48 0.01% 148 +12,577 New Q1 2026 Apr 24, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,569 48 0.0% 0.0% 146 0 0.0% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History No change 10,805 42 0.0% 0.0% 149 0 0.0% Q1 2026 May 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 10,834 41 0.0% 0.0% 150 -3,102 -22.26% Q1 2026 May 04, 2026
IEQ CAPITAL, LLC History New 10,209 39 0.0% 151 +10,209 New Q1 2026 May 14, 2026
GAMCO INVESTORS, INC. ET AL History New 10,000 38 0.0% 152 +10,000 New Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 9,353 36 0.0% 0.0% 153 +9,253 9253.0% Q1 2026 Apr 27, 2026
Russell Investments Group, Ltd. History Reduced 8,743 33 0.0% 0.0% 154 -998 -10.25% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 8,479 32 0.0% 0.0% 155 0 0.0% Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History Added to 7,816 30 0.01% 0.0% 156 +5,358 217.98% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Reduced 6,951 26 0.0% 0.0% 157 -3,430 -33.04% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 5,862 22 0.0% 0.0% 158 +3,629 162.52% Q1 2026 Apr 06, 2026
Wilmington Savings Fund Society, FSB History Added to 5,557 21 0.0% 0.0% 159 +22 0.4% Q1 2026 Apr 30, 2026
State of Alaska, Department of Revenue History No change 5,715 21 0.0% 0.0% 160 0 0.0% Q1 2026 Apr 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5,097 19 0.0% 0.0% 161 0 0.0% Q1 2026 May 11, 2026
Federation des caisses Desjardins du Quebec History No change 3,370 12 0.0% 0.0% 162 0 0.0% Q1 2026 May 13, 2026
CWM, LLC History Reduced 2,425 9 0.0% 0.0% 164 -12,897 -84.17% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 2,367 9 0.0% 0.0% 166 +2,076 713.4% Q1 2026 Apr 06, 2026
ROYAL BANK OF CANADA History Reduced 2,321 9 0.0% 0.0% 163 -1,651 -41.57% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 2,362 9 0.0% 0.0% 165 +374 18.81% Q1 2026 Apr 27, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,155 8 0.0% 0.0% 167 +647 42.9% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,818 6 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 30, 2026
Parallel Advisors, LLC History New 823 3 0.0% 171 +823 New Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Reduced 956 3 0.0% 0.0% 170 -303 -24.07% Q1 2026 May 15, 2026
MAI Capital Management History No change 1,000 3 0.0% 0.0% 169 0 0.0% Q1 2026 May 15, 2026
Optiver Holding B.V. History Added to 756 2 0.0% 0.0% 174 +608 410.81% Q1 2026 May 15, 2026
Caption Management, LLC History New 600 2 0.0% 176 +600 New Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 658 2 0.0% 0.0% 172 -16 -2.37% Q1 2026 Apr 22, 2026
ASSETMARK, INC History No change 692 2 0.0% 0.0% 173 0 0.0% Q1 2026 May 06, 2026
Strive Financial Group ,LLC History No change 585 2 0.0% 0.0% 175 0 0.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 383 1 0.0% 0.0% 180 -25,831 -98.54% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Reduced 470 1 0.0% 0.0% 181 -943 -66.74% Q1 2026 Apr 07, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 376 1 0.0% 178 +352 1466.67% Q1 2026 May 15, 2026
GILL CAPITAL PARTNERS, LLC History New 343 1 0.0% 188 +343 New Q1 2026 Apr 13, 2026
Farther Finance Advisors, LLC History Added to 394 1 0.0% 185 +329 506.15% Q1 2026 Apr 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 269 1 0.0% 0.0% 177 +124 85.52% Q1 2026 May 08, 2026
Allworth Financial LP History Added to 334 1 0.0% 0.0% 182 +71 27.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 352 1 0.0% 0.0% 184 -31 -8.09% Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 374 1 0.0% 0.0% 183 -9 -2.35% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 494 1 0.0% 0.0% 179 +1 0.2% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History No change 441 1 0.0% 0.0% 186 0 0.0% Q1 2026 May 15, 2026
LRI Investments, LLC History No change 280 1 0.0% 0.0% 187 0 0.0% Q1 2026 Apr 30, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.03% -1,871,845 -100.0% Q1 2026 May 11, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -961,484 -100.0% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.18% -826,430 -100.0% Q1 2026 May 04, 2026
Circumference Group LLC History Closed out 0 0 6.43% -740,600 -100.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -258,197 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.05% -249,696 -100.0% Q1 2026 Apr 27, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Closed out 0 0 1.55% -225,000 -100.0% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.02% -210,482 -100.0% Q1 2026 May 15, 2026
HARVEST MANAGEMENT LLC History Closed out 0 0 0.52% -200,889 -100.0% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.02% -180,948 -100.0% Q1 2026 May 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.2% -105,000 -100.0% Q1 2026 May 11, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.02% -89,788 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -89,667 -100.0% Q1 2026 May 15, 2026
T3 Companies, LLC History Closed out 0 0 0.77% -77,400 -100.0% Q1 2026 May 07, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.12% -69,562 -100.0% Q1 2026 May 13, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.23% -68,983 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.08% -67,095 -100.0% Q1 2026 May 12, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -60,000 -100.0% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.02% -59,476 -100.0% Q1 2026 May 15, 2026
National Philanthropic Trust History Closed out 0 0 0.0% -59,312 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -54,362 -100.0% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History Closed out 0 0 0.0% -29,900 -100.0% Q1 2026 May 11, 2026
Trexquant Investment LP History Closed out 0 0 0.0% -27,745 -100.0% Q1 2026 May 15, 2026
Mariner, LLC History Closed out 0 0 0.0% -24,222 -100.0% Q1 2026 May 13, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 0.01% -14,111 -100.0% Q1 2026 Apr 21, 2026
Shay Capital LLC History Closed out 0 0 0.01% -11,000 -100.0% Q1 2026 May 15, 2026
Optas, LLC History Closed out 0 0 0.01% -10,864 -100.0% Q1 2026 Apr 24, 2026
MQS Management LLC History Closed out 0 0 0.05% -10,697 -100.0% Q1 2026 Apr 23, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -10,192 -100.0% Q1 2026 May 12, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -4,677 -100.0% Q1 2026 May 06, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -3,189 -100.0% Q1 2026 May 08, 2026
Founders Capital Management History Closed out 0 0 0.01% -3,000 -100.0% Q1 2026 Apr 21, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -1,829 -100.0% Q1 2026 May 13, 2026
Torren Management, LLC History Reduced 82 0 0.01% -1,803 -95.65% Q1 2026 Apr 30, 2026
True Wealth Design, LLC History Reduced 93 0 0.0% -178 -65.68% Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -170 -100.0% Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 155 0 0.0% -126 -44.84% Q1 2026 May 07, 2026
Kilter Group LLC History New 105 0 +105 New Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History New 102 0 +102 New Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 99 0 +99 New Q1 2026 May 15, 2026
Larson Financial Group LLC History Closed out 0 0 -86 -100.0% Q1 2026 May 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -81 -100.0% Q1 2026 May 04, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -67 -100.0% Q1 2026 May 15, 2026
Marquette Asset Management, LLC History Closed out 0 0 -62 -100.0% Q1 2026 Apr 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 51 0 +51 New Q1 2026 May 08, 2026
Advisors Asset Management, Inc. History Closed out 0 0 -45 -100.0% Q1 2026 May 15, 2026
US BANCORP \DE\ History New 37 0 +37 New Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 31 0 +31 New Q1 2026 May 01, 2026
TD PRIVATE CLIENT WEALTH LLC History New 28 0 +28 New Q1 2026 Apr 27, 2026
Arax Advisory Partners History Closed out 0 0 -15 -100.0% Q1 2026 May 13, 2026
American Capital Advisory, LLC History Closed out 0 0 -6 -100.0% Q1 2026 Apr 29, 2026
Fortitude Family Office, LLC History Reduced 163 0 0.0% -3 -1.81% Q1 2026 Apr 15, 2026
Hughes Financial Services, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 196 0 0.0% 0 0.0% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 49 0 0 0.0% Q1 2026 May 01, 2026
Blue Trust, Inc. History No change 40 0 0 0.0% Q1 2026 Apr 20, 2026
Dunhill Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
Atlantic Edge Private Wealth Management, LLC History No change 25 0 0 0.0% Q1 2026 Apr 22, 2026
Private Wealth Management Group, LLC History No change 84 0 0 0.0% Q1 2026 Apr 23, 2026