ACCO BRANDS Corp - ACCO
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 8,874,673 | 36,918 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 6,939,179 | 29,144 | 4.37% | 4.42% | 2 | -147,050 | -2.08% | Q3 2026 | Oct 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 6,459,331 | 27,387 | 0.04% | 0.05% | 3 | -556,596 | -7.93% | Q3 2026 | Nov 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,579,421 | 19,233 | 0.0% | 0.0% | 4 | +208,104 | 4.76% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,918,074 | 16,299 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,962,381 | 12,323 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,897,500 | 12,054 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,739,214 | 11,395 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,438,259 | 10,145 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,254,432 | 9,378 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,224,188 | 9,252 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,988,676 | 8,272 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,774,088 | 7,380 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,498,383 | 6,233 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,473,704 | 6,130 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,138,353 | 4,735 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,031,476 | 4,290 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 980,476 | 4,078 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 957,935 | 3,985 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 946,251 | 3,936 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 942,532 | 3,920 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 862,434 | 3,587 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 816,073 | 3,394 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 711,362 | 2,959 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 666,656 | 2,771 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 655,937 | 2,754 | 0.0% | 0.0% | 26 | +191,881 | 41.35% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 626,665 | 2,631 | 0.0% | 0.0% | 27 | +172,557 | 38.0% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 608,002 | 2,529 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 550,371 | 2,289 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 526,491 | 2,190 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 465,800 | 1,937 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 443,994 | 1,847 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 437,524 | 1,820 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 400,800 | 1,667 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 382,226 | 1,590 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 366,806 | 1,566 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 365,283 | 1,519 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 356,566 | 1,483 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 337,565 | 1,404 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 301,000 | 1,264 | 0.07% | 0.07% | 40 | -7,825 | -2.53% | Q3 2026 | Oct 27, 2026 |
| Squarepoint Ops LLC | History | No change | 282,892 | 1,176 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 268,693 | 1,117 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 248,314 | 1,032 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 223,690 | 928 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 202,709 | 843 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | Added to | 182,648 | 767 | 0.04% | 0.04% | 46 | +11,667 | 6.82% | Q3 2026 | Oct 26, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 162,917 | 684 | 0.0% | 0.0% | 47 | -255,828 | -61.09% | Q3 2026 | Oct 20, 2026 |
| Advyzon Investment Management, LLC | History | No change | 163,995 | 682 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 156,643 | 651 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 146,000 | 607 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 136,664 | 568 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 125,158 | 521 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 124,646 | 518 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 119,126 | 495 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 118,725 | 493 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 116,126 | 483 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 116,130 | 483 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 111,401 | 463 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 104,165 | 433 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 99,903 | 419 | 0.05% | 0.03% | 60 | +22,022 | 28.28% | Q3 2026 | Nov 03, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 100,047 | 416 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mork Capital Management, LLC | History | No change | 100,000 | 416 | 0.27% | 0.27% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | New | 99,008 | 415 | 0.03% | — | 63 | +99,008 | New | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | New | 99,008 | 415 | 0.04% | — | 64 | +99,008 | New | Q3 2026 | Oct 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 97,367 | 408 | 0.0% | 0.0% | 65 | +3,044 | 3.23% | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 96,368 | 400 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 91,500 | 380 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 89,984 | 374 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 84,193 | 350 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | New | 80,000 | 336 | 0.01% | — | 70 | +80,000 | New | Q3 2026 | Oct 23, 2026 |
| WINTON GROUP Ltd | History | No change | 79,676 | 331 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAILARD, INC. | History | New | 78,461 | 329 | 0.01% | — | 72 | +78,461 | New | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 75,882 | 315 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 73,787 | 306 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 70,400 | 292 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 69,309 | 288 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 62,994 | 280 | 0.0% | 0.0% | 78 | +17,984 | 39.96% | Q3 2026 | Oct 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 67,313 | 280 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 65,539 | 273 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 65,308 | 272 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 62,461 | 259 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 62,211 | 258 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 71,586 | 214 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 49,878 | 207 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 49,734 | 206 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 49,251 | 204 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 44,649 | 185 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,812 | 182 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 42,438 | 176 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 38,524 | 160 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 37,606 | 156 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 36,663 | 152 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 31,800 | 132 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 31,401 | 130 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 30,888 | 128 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 30,205 | 125 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,874 | 124 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 28,152 | 117 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 28,064 | 116 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Added to | 27,303 | 114 | 0.0% | 0.0% | 100 | +843 | 3.19% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 26,705 | 111 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 25,615 | 107 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 24,803 | 103 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 24,092 | 101 | 0.0% | 0.0% | 104 | +13,478 | 126.98% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 23,886 | 99 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 22,128 | 92 | 0.01% | 0.01% | 106 | -7,460 | -25.21% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 21,923 | 91 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 21,518 | 89 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 21,499 | 89 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 21,176 | 88 | 0.0% | 0.0% | 111 | -4,298 | -16.87% | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,311 | 88 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 20,891 | 86 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 20,000 | 83 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,379 | 80 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,008 | 79 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,051 | 79 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,743 | 78 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 17,987 | 75 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 16,643 | 70 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| O'Neil Global Advisors, Inc. | History | No change | 16,026 | 66 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 14,948 | 62 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 14,597 | 61 | 0.0% | 0.0% | 122 | -41,976 | -74.2% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,724 | 61 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 14,390 | 59 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AXQ CAPITAL, LP | History | No change | 14,242 | 59 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 14,114 | 58 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fruth Investment Management | History | No change | 13,500 | 56 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 13,183 | 55 | 0.0% | 0.0% | 129 | +2,145 | 19.43% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 13,292 | 55 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 12,349 | 51 | 0.02% | — | 131 | +12,349 | New | Q3 2026 | Oct 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,290 | 51 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,832 | 49 | 0.0% | 0.0% | 132 | -114 | -0.95% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | New | 11,460 | 48 | 0.0% | — | 134 | +11,460 | New | Q3 2026 | Oct 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,571 | 48 | 0.0% | 0.0% | 133 | -494 | -4.09% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,605 | 44 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 10,041 | 42 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pacifica Capital Investments, LLC | History | No change | 10,000 | 41 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hexagon Capital Partners LLC | History | No change | 10,010 | 41 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 9,308 | 39 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 8,920 | 37 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,222 | 30 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,184 | 26 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,497 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 4,042 | 16 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,787 | 15 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 3,064 | 12 | 0.0% | — | 146 | +2,995 | 4340.58% | Q3 2026 | Oct 14, 2026 |
| Triumph Capital Management | History | No change | 2,660 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| McMillan Office, Inc. | History | No change | 2,820 | 11 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,517 | 10 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 10 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,372 | 9 | 0.0% | 0.0% | 152 | +2,023 | 579.66% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,285 | 9 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,819 | 7 | 0.0% | 0.0% | 153 | -38 | -2.05% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,641 | 6 | 0.0% | 0.0% | 155 | +220 | 15.48% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,456 | 6 | 0.0% | 0.0% | 154 | -105 | -6.73% | Q3 2026 | Oct 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,598 | 6 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 1,473 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,379 | 5 | 0.0% | — | 160 | +1,158 | 523.98% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,352 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,224 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 1,000 | 4 | 0.0% | — | 164 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 1,172 | 4 | 0.0% | 0.0% | 162 | +449 | 62.1% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,089 | 4 | 0.0% | 0.0% | 163 | -304 | -21.82% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,055 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 775 | 3 | 0.0% | — | 166 | +705 | 1007.14% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 806 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Added to | 666 | 2 | 0.0% | 0.0% | 168 | +38 | 6.05% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 595 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 377 | 1 | 0.0% | — | 176 | +377 | New | Q3 2026 | Oct 21, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 420 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 403 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 298 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 435 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 353 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 264 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -88,500 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -5,503 | -99.95% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 181 | 0 | — | — | — | +181 | New | Q3 2026 | Oct 30, 2026 |
| Livelsberger Financial Advisory | History | New | 133 | 0 | — | — | — | +133 | New | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -128 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | — | — | -84 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 83 | 0 | — | — | — | +83 | New | Q3 2026 | Nov 03, 2026 |
| Center for Financial Planning, Inc. | History | New | 58 | 0 | — | — | — | +58 | New | Q3 2026 | Oct 26, 2026 |
| Private Wealth Management Group, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 19, 2026 |
| True Wealth Design, LLC | History | Added to | 222 | 0 | — | — | — | +7 | 3.26% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 148 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 211 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IAG Wealth Partners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 208 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leo H. Evart, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LGT Financial Advisors LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 188 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |