Institutional Research
Stocks & Institutional Ownership
22,594 securities held by 13F filers in Q1 2026, ranked by institutional ownership.
| # | Stock | CUSIP | Holders | Inst. Value | New | Closed |
|---|---|---|---|---|---|---|
| 13401 | Schwab Municipal Money InvSWTXX | 808508105 | 2 | $2.50M | — | −1 |
| 13402 | Schwab Target 2025SCHWAB MUTL FUNDS | 808509251 | 2 | $228.9K | — | — |
| 13403 | Schwab Markettrack GrowthSCHWAB MUTL FUNDS | 808509301 | 2 | $15.8K | +1 | — |
| 13404 | Schwab Markettrack BalancedSCHWAB MUTL FUNDS | 808509400 | 2 | $9.6K | +1 | — |
| 13405 | Schwab Us Treasury Money UltraSCHWAB NON-SWEEP MMF | 808515472 | 2 | $20.0K | — | −2 |
| 13406 | Schwab Government MoneyMMN | 808515498 | 2 | $2.78M | +1 | −1 |
| 13407 | Schwab Charles Famil Muni MoneyMMN | 808515753 | 2 | $30.16M | — | −1 |
| 13408 | Large Cap Equity Managed PoolMFO | 808516108 | 2 | $127.8K | — | — |
| 13409 | Conservative PoolMFO | 808516843 | 2 | $412.0K | — | −1 |
| 13410 | Intl Equity Managed PoolMFO | 808516868 | 2 | $20.8K | — | −1 |
| 13411 | Small Cap Equity PoolMFO | 808516876 | 2 | $18.8K | — | −1 |
| 13412 | Schwab 1000 IndexMFS | 808517106 | 2 | $542.7K | +1 | −1 |
| 13413 | Schwab Short-Term Bond IndexSCHWAB MUTL FUNDS | 808517692 | 2 | $94.7K | — | — |
| 13414 | Schwab Us Aggregate Bond IndexCOM | 808517718 | 2 | $14.5K | — | — |
| 13415 | Scient IncCOMMON STOCK | 808649305 | 2 | $0 | — | — |
| 13416 | Scor Se Sponsored AdrADR | 80917Q106 | 2 | $11.5K | — | — |
| 13417 | Scynexis Inc Com NewCommon Stock | 811292101 | 2 | $294 | +1 | — |
| 13418 | Seacost Bkg CorporationCOM | 811707306 | 2 | $2.05M | — | — |
| 13419 | Secure Waste Infrastructure CorpCOM | 813921103 | 2 | $39.18M | +1 | — |
| 13420 | Seiko Epson Corp AdrADR | 81603X108 | 2 | $7.2K | — | — |
| 13421 | Cartesian Therapeutics-CvrRT | 816212112 | 2 | $5.5K | — | −2 |
| 13422 | Selected Funds American Shares Class SMUTUAL FUND | 816221105 | 2 | $312.7K | — | — |
| 13423 | Senmiao Technology LtdCOM SHS | 817225303 | 2 | $10 | +1 | −2 |
| 13424 | Sequoia FundMutual Fund | 817418106 | 2 | $2.28M | — | — |
| 13425 | Sidus Space Inc CL A Com NewStock | 826165102 | 2 | $7.0K | +2 | — |
| 13426 | Simplify Exchange Traded FunCHINESE COME | 82889N236 | 2 | $104.65M | +2 | — |
| 13427 | Simplify Exchange Traded FunVETTAFI PRIVATE | 82889N251 | 2 | $1.51M | +1 | −1 |
| 13428 | Simplify Exchange Traded FunCHINA A SHS PLUS | 82889N384 | 2 | $127.8K | +1 | −2 |
| 13429 | Simulated Enviroment ConceptsCOM | 82920N104 | 2 | $34.6K | +1 | — |
| 13430 | Skinny Nutritional CorpCOM | 830695102 | 2 | $3 | — | — |
| 13431 | Sky Quarry IncCOM | 83087C204 | 2 | $41 | — | −19 |
| 13432 | Smiledirectclub IncCL A COM | 83192H106 | 2 | $1 | +1 | — |
| 13433 | Solarwindow Technologies IncCOM | 83417L106 | 2 | $486 | +1 | −1 |
| 13434 | Solutia IncCOMMON STOCK | 834376105 | 2 | $0 | — | — |
| 13435 | Solvay BankCOM | 83441Q105 | 2 | $3.23M | — | — |
| 13436 | Solvay SA - Unsp AdrCOM | 834437402 | 2 | $19.3K | +1 | — |
| 13437 | Somerset Trust Holding CompanyCommon Stock | 835126103 | 2 | $1.28M | +1 | −1 |
| 13438 | Southern Co Nt 4.95 80PFD | 842587800 | 2 | $331.2K | — | −1 |
| 13439 | Southern Co 4.20 Nt S20c 60PFD | 842587883 | 2 | $187.8K | — | −2 |
| 13440 | Southern Cross Gold ConsolidatCS | 842685109 | 2 | $2.78M | — | — |
| 13441 | Spartan Delta Cp New FFOREIGN CANADIAN | 84678A508 | 2 | $16.0K | +1 | — |
| 13442 | Spectra Energy CorpCOM | 847560109 | 2 | $14.2K | +1 | — |
| 13443 | Spire Inc Nt 86Common Stock | 84857L705 | 2 | $3.8K | +2 | — |
| 13444 | Spinnaker ETF SeriesGENTER CAP INTL | 84858T673 | 2 | $278.7K | +2 | −1 |
| 13445 | Spinnaker ETF SeriesINDEXPERTS YIELD | 84858T749 | 2 | $725.6K | +1 | — |
| 13446 | Spinnaker ETF SeriesOBRA HIGH GRDE | 84858T830 | 2 | $164.5K | — | — |
| 13447 | Spinnaker ETF SeriesNORTH SHORE EQTY | 84858T855 | 2 | $49.76M | — | −3 |
| 13448 | Spongetech Delivery XxxCOM | 849109103 | 2 | $0 | +1 | −1 |
| 13449 | Springbig Holdings Inc*W EXP 06/14/202 | 85021Q116 | 2 | $184 | — | — |
| 13450 | Swk Holdings CorpCOMMON STOCK | 854616109 | 2 | $501.4K | — | — |