Aebi Schmidt Holding AG - AEBI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 4,319,337 | 54,207 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,377,528 | 42,388 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,237,791 | 40,634 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medina Value Partners, LLC | History | No change | 1,903,833 | 23,893 | 4.68% | 4.68% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 1,877,833 | 23,566 | 1.99% | 1.99% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,512,089 | 18,977 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,300,146 | 16,316 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,015,094 | 12,739 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 874,863 | 10,979 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 827,415 | 10,384 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 776,916 | 9,750 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 712,010 | 8,935 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 691,953 | 8,684 | 1.06% | 1.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 690,259 | 8,662 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 684,908 | 8,600 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 565,458 | 7,094 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 502,951 | 6,312 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 467,491 | 5,867 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, LP | History | No change | 451,816 | 5,670 | 1.8% | 1.8% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 415,896 | 5,219 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 350,676 | 4,400 | 0.74% | 0.74% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONGRUENCE CAPITAL, LLC | History | No change | 310,771 | 3,900 | 1.02% | 1.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 297,655 | 3,735 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 245,300 | 3,078 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 244,532 | 3,068 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 238,015 | 2,987 | 0.27% | 0.27% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orchard Capital Management, LLC | History | No change | 234,969 | 2,948 | 2.87% | 2.87% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 232,645 | 2,919 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 232,000 | 2,911 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 193,168 | 2,424 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 173,518 | 2,177 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 164,982 | 2,070 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 137,661 | 1,727 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 133,656 | 1,677 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 132,360 | 1,661 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 118,501 | 1,487 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 118,189 | 1,483 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 117,492 | 1,474 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 107,175 | 1,345 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 100,840 | 1,265 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 94,936 | 1,191 | 0.22% | 0.22% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 94,159 | 1,181 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 91,486 | 1,148 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 76,000 | 953 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Swiss National Bank | History | No change | 73,800 | 926 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 65,979 | 828 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 63,689 | 799 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 62,409 | 783 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 51,680 | 648 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 50,114 | 628 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GABELLI FUNDS LLC | History | No change | 49,000 | 614 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 47,852 | 600 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 39,512 | 495 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 38,019 | 477 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,746 | 436 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 31,650 | 397 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 31,261 | 393 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 27,643 | 346 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLSTATE CORP | History | No change | 27,486 | 344 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,774 | 336 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 25,768 | 323 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 25,758 | 320 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,439 | 319 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 23,088 | 289 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 22,917 | 287 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 22,443 | 281 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 22,363 | 280 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,987 | 275 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,255 | 274 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 21,200 | 266 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 19,815 | 248 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 18,733 | 235 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,038 | 226 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,301 | 217 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,813 | 213 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 16,998 | 213 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,893 | 212 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 16,167 | 202 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 16,072 | 201 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 14,807 | 185 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,469 | 181 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 13,806 | 173 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 13,557 | 170 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,779 | 160 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,430 | 156 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | No change | 11,958 | 150 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 11,226 | 140 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,490 | 131 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAIRS & POWER INC | History | No change | 10,401 | 130 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,234 | 128 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | No change | 10,149 | 127 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,986 | 125 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,750 | 122 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 8,084 | 101 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,000 | 100 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5,653 | 70 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,027 | 63 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 3,619 | 45 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,533 | 44 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,287 | 41 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,257 | 40 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,257 | 34 | 0.0% | 0.0% | 102 | +179 | 5.82% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 1,616 | 17 | 0.0% | 0.0% | 105 | +209 | 14.85% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,359 | 17 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,422 | 17 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 961 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 808 | 10 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 735 | 9 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | No change | 717 | 8 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 710 | 8 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 560 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 647 | 6 | 0.0% | 0.0% | 113 | +242 | 59.75% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 519 | 6 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 461 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 421 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Harborfront Financial Group LLC | History | No change | 390 | 4 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | No change | 254 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 192 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 172 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 187 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 179 | 2 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 87 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 73 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Allworth Financial LP | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |