ANGIODYNAMICS INC - ANGO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 3,860,521 | 49,569 | 0.0% | 0.0% | 1 | +385,799 | 11.1% | Q4 2025 | Feb 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,825,499 | 36,279 | 0.04% | 0.05% | 2 | +266,697 | 10.42% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 2,504,864 | 32,162 | 0.76% | 0.7% | 3 | -65,642 | -2.55% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,436,833 | 31,288 | 0.0% | 0.0% | 4 | +72,687 | 3.07% | Q4 2025 | Jan 29, 2026 |
| KOTLER KEVIN | History | New | 1,713,789 | 21,997 | 5.15% | — | 5 | +1,713,789 | New | Q4 2025 | Feb 17, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 1,700,000 | 21,828 | 0.26% | 0.27% | 6 | +64,000 | 3.91% | Q4 2025 | Feb 17, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | New | 1,400,149 | 17,977 | 16.97% | — | 7 | +1,400,149 | New | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | Added to | 1,295,072 | 16,628 | 0.0% | 0.0% | 8 | +373,110 | 40.47% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 1,272,735 | 16,341 | 0.0% | 0.0% | 9 | +315,844 | 33.01% | Q4 2025 | Feb 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,267,451 | 16,274 | 0.17% | 0.11% | 10 | +272,091 | 27.34% | Q4 2025 | Feb 09, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,198,157 | 15,384 | 0.21% | 0.2% | 11 | -121,395 | -9.2% | Q4 2025 | Feb 13, 2026 |
| Bastion Asset Management Inc. | History | Reduced | 1,118,180 | 12,885 | 7.11% | 7.74% | 12 | -145,823 | -11.54% | Q4 2025 | Feb 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 969,898 | 12,456 | 0.0% | 0.0% | 13 | -6,748 | -0.69% | Q4 2025 | Feb 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 916,339 | 11,766 | 0.0% | 0.0% | 14 | -239,327 | -20.71% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 843,083 | 10,825 | 0.02% | 0.01% | 15 | -90,300 | -9.67% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 842,548 | 10,818 | 0.0% | 0.01% | 16 | -950,604 | -53.01% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 752,941 | 9,667 | 0.01% | 0.0% | 17 | +196,353 | 35.28% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 730,078 | 9,374 | 0.0% | 0.0% | 18 | -372,410 | -33.78% | Q4 2025 | Jan 29, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 678,200 | 8,708 | 0.37% | 0.33% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 606,273 | 7,784 | 1.01% | 0.88% | 20 | -1,551 | -0.26% | Q4 2025 | Jan 26, 2026 |
| Pier Capital, LLC | History | Reduced | 571,855 | 7,342 | 1.17% | 1.16% | 21 | -91,357 | -13.77% | Q4 2025 | Feb 03, 2026 |
| Manatuck Hill Partners, LLC | History | Added to | 425,000 | 5,457 | 1.91% | 1.48% | 22 | +25,000 | 6.25% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 398,172 | 5,112 | 0.01% | 0.02% | 23 | -50,340 | -11.22% | Q4 2025 | Feb 10, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 360,544 | 4,629 | 0.71% | 0.56% | 24 | +33,148 | 10.12% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 332,906 | 4,274 | 0.0% | 0.0% | 25 | -244 | -0.07% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 316,389 | 4,062 | 0.0% | 0.0% | 26 | +46,273 | 17.13% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 305,121 | 3,917 | 0.0% | 0.0% | 27 | -22,158 | -6.77% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 304,860 | 3,914 | 0.01% | 0.0% | 28 | +164,130 | 116.63% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 300,900 | 3,863 | 0.0% | 0.0% | 29 | +184,334 | 158.14% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 284,688 | 3,655 | 0.0% | 0.0% | 30 | -53,459 | -15.81% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 269,104 | 3,455 | 0.0% | 0.0% | 31 | +30,325 | 12.7% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 267,735 | 3,437 | 0.01% | 0.01% | 32 | -9,600 | -3.46% | Q4 2025 | Feb 04, 2026 |
| Trexquant Investment LP | History | Added to | 263,079 | 3,377 | 0.03% | 0.03% | 33 | +10,303 | 4.08% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 237,080 | 3,044 | 0.0% | 0.0% | 34 | -56,145 | -19.15% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 230,001 | 2,953 | 0.01% | 0.0% | 35 | +153,501 | 200.65% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 229,296 | 2,944 | 0.0% | 0.0% | 36 | -20,414 | -8.18% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 225,646 | 2,897 | 0.0% | 0.0% | 37 | +155,753 | 222.84% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 222,128 | 2,852 | 0.0% | — | 38 | +222,128 | New | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 193,287 | 2,481 | 0.05% | 0.05% | 39 | -1,233 | -0.63% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 190,277 | 2,440 | 0.0% | 0.0% | 40 | +58,684 | 44.6% | Q4 2025 | Feb 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 184,123 | 2,364 | 0.01% | 0.01% | 41 | +28,435 | 18.26% | Q4 2025 | Feb 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 166,236 | 2,134 | 0.03% | 0.04% | 42 | -71,728 | -30.14% | Q4 2025 | Feb 17, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 150,524 | 1,932 | 0.53% | 0.34% | 43 | +45,384 | 43.17% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 141,758 | 1,820 | 0.01% | 0.01% | 44 | -4,750 | -3.24% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 138,877 | 1,783 | 0.0% | 0.0% | 45 | -206,413 | -59.78% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 136,333 | 1,750 | 0.01% | — | 46 | +136,333 | New | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 128,372 | 1,648 | 0.0% | 0.0% | 47 | +30,284 | 30.87% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 123,337 | 1,583 | 0.0% | 0.0% | 48 | -4,150 | -3.26% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 119,194 | 1,530 | 0.0% | 0.0% | 49 | -750 | -0.63% | Q4 2025 | Feb 10, 2026 |
| Legato Capital Management LLC | History | Added to | 116,567 | 1,496 | 0.13% | 0.11% | 50 | +22,189 | 23.51% | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | Reduced | 114,522 | 1,470 | 0.0% | 0.0% | 51 | -12,884 | -10.11% | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 109,997 | 1,413 | 0.0% | — | 52 | +109,997 | New | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 104,155 | 1,337 | 0.2% | 0.18% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 99,897 | 1,282 | 0.0% | 0.0% | 54 | +2,030 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 95,278 | 1,223 | 0.14% | — | 55 | +95,278 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 92,691 | 1,190 | 0.0% | 0.0% | 56 | +26,988 | 41.08% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 89,594 | 1,150 | 0.0% | 0.0% | 57 | -607 | -0.67% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,531 | 1,034 | 0.0% | 0.0% | 58 | +19,031 | 30.94% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 77,786 | 998 | 0.0% | 0.0% | 59 | +31,332 | 67.45% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 67,955 | 872 | 0.02% | 0.02% | 60 | +4,037 | 6.32% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 64,383 | 826 | 0.0% | 0.0% | 61 | +33,183 | 106.36% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 63,903 | 820 | 0.0% | 0.0% | 62 | -2,987 | -4.47% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 62,367 | 801 | 0.0% | 0.0% | 63 | +35,062 | 128.41% | Q4 2025 | Mar 20, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 55,780 | 716 | 0.07% | 0.05% | 64 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 52,610 | 675 | 0.0% | 0.0% | 65 | -7,566 | -12.57% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 52,547 | 674 | 0.03% | 0.03% | 66 | -1,425 | -2.64% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 49,772 | 631 | 0.0% | 0.0% | 67 | -16,798 | -25.23% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 48,359 | 620 | 0.0% | 0.0% | 68 | +1,076 | 2.28% | Q4 2025 | Feb 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 47,402 | 608 | 0.0% | — | 69 | +47,402 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 46,150 | 593 | 0.13% | — | 70 | +46,150 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 45,723 | 587 | 0.0% | 0.0% | 71 | +16,258 | 55.18% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 44,899 | 576 | 0.02% | 0.02% | 72 | +4,067 | 9.96% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 44,899 | 576 | 0.01% | 0.01% | 73 | +4,067 | 9.96% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 44,298 | 569 | 0.0% | 0.0% | 74 | +2,263 | 5.38% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 41,600 | 534 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Squarepoint Ops LLC | History | Reduced | 41,103 | 527 | 0.0% | 0.0% | 76 | -123,250 | -74.99% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 40,811 | 524 | 0.01% | 0.01% | 77 | +16,742 | 69.56% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,864 | 486 | 0.0% | 0.0% | 78 | +8,535 | 29.1% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 37,200 | 477 | 0.0% | 0.0% | 79 | -18,900 | -33.69% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 36,077 | 463 | 0.0% | — | 80 | +36,077 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 35,584 | 456 | 0.0% | 0.0% | 81 | +1,992 | 5.93% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 35,200 | 451 | 0.0% | — | 82 | +35,200 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 33,677 | 432 | 0.02% | 0.02% | 83 | +10,813 | 47.29% | Q4 2025 | Feb 09, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 33,200 | 426 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 29,938 | 384 | 0.0% | 0.0% | 85 | +15,308 | 104.63% | Q4 2025 | Jan 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 29,647 | 381 | 0.03% | — | 86 | +29,647 | New | Q4 2025 | Feb 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 28,640 | 367 | 0.0% | 0.0% | 87 | -3,500 | -10.89% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 24,100 | 309 | 0.05% | — | 88 | +24,100 | New | Q4 2025 | Feb 04, 2026 |
| Brooklyn Investment Group | History | New | 23,153 | 297 | 0.01% | — | 90 | +23,153 | New | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Added to | 23,206 | 297 | 0.14% | 0.09% | 91 | +4,080 | 21.33% | Q4 2025 | Jan 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 23,143 | 297 | 0.0% | 0.0% | 89 | +3,602 | 18.43% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 22,862 | 293 | 0.0% | 0.01% | 92 | -6,841 | -23.03% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,609 | 277 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atom Investors LP | History | Reduced | 21,156 | 271 | 0.02% | 0.03% | 94 | -14,703 | -41.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,247 | 234 | 0.0% | 0.0% | 95 | +439 | 2.47% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,515 | 224 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,323 | 209 | 0.0% | 0.0% | 97 | +78 | 0.48% | Q4 2025 | Feb 06, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 16,350 | 209 | 0.18% | 0.16% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,255 | 208 | 0.0% | 0.0% | 99 | -658 | -3.89% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 15,891 | 204 | 0.0% | — | 100 | +15,891 | New | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,604 | 187 | 0.0% | 0.0% | 101 | +4,030 | 38.11% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 14,310 | 183 | 0.0% | 0.0% | 102 | +2,813 | 24.47% | Q4 2025 | Feb 11, 2026 |
| FourThought Financial Partners, LLC | History | New | 13,168 | 169 | 0.01% | — | 103 | +13,168 | New | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,781 | 164 | 0.0% | — | 104 | +12,781 | New | Q4 2025 | Feb 17, 2026 |
| Factorial Partners, LLC | History | Reduced | 12,400 | 159 | 0.1% | 0.18% | 105 | -11,600 | -48.33% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 12,278 | 157 | 0.0% | 0.0% | 106 | -75 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Williams & Novak, LLC | History | Reduced | 12,155 | 156 | 0.12% | 0.11% | 107 | -300 | -2.41% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 12,095 | 155 | 0.0% | — | 108 | +12,095 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | New | 11,932 | 153 | 0.0% | — | 109 | +11,932 | New | Q4 2025 | Jan 09, 2026 |
| FEDERATED HERMES, INC. | History | New | 11,576 | 148 | 0.0% | — | 110 | +11,576 | New | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 11,402 | 146 | 0.02% | 0.01% | 111 | +6,653 | 140.09% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 10,823 | 138 | 0.0% | — | 112 | +10,823 | New | Q4 2025 | Feb 17, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 10,000 | 128 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,908 | 114 | 0.0% | 0.0% | 114 | -2,941 | -24.82% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,397 | 107 | 0.0% | 0.0% | 115 | +924 | 12.36% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,567 | 97 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,272 | 80 | 0.0% | — | 117 | +6,272 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 5,955 | 76 | 0.0% | 0.0% | 118 | +2,922 | 96.34% | Q4 2025 | Jan 26, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 4,686 | 60 | 0.0% | 0.0% | 119 | -13,826 | -74.69% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,211 | 54 | 0.0% | 0.0% | 120 | +23 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,837 | 49 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,266 | 41 | 0.0% | 0.0% | 122 | +1,142 | 53.77% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,419 | 31 | 0.0% | 0.0% | 123 | -347 | -12.55% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,400 | 30 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,282 | 29 | 0.0% | 0.0% | 126 | +234 | 11.43% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,299 | 29 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,141 | 27 | 0.0% | — | 127 | +2,141 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,018 | 25 | 0.0% | 0.0% | 128 | +1,199 | 146.4% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,820 | 23 | 0.0% | 0.0% | 129 | -288 | -13.66% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,694 | 21 | 0.0% | 0.0% | 130 | +329 | 24.1% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,326 | 17 | 0.0% | 0.0% | 131 | -269 | -16.87% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,319 | 16 | 0.0% | 0.0% | 133 | -458 | -25.77% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,234 | 16 | 0.0% | 0.0% | 132 | -57 | -4.42% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,100 | 14 | 0.0% | 0.0% | 134 | +1,000 | 1000.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 880 | 11 | 0.0% | — | 136 | +880 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 889 | 11 | 0.0% | 0.0% | 135 | -462 | -34.2% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 894 | 11 | 0.0% | 0.0% | 137 | -18 | -1.97% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 803 | 10 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Reduced | 586 | 7 | 0.0% | 0.0% | 139 | -91 | -13.44% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 500 | 6 | 0.0% | — | 140 | +500 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | New | 450 | 5 | 0.0% | — | 141 | +450 | New | Q4 2025 | Feb 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 335 | 4 | 0.0% | — | 142 | +335 | New | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 329 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Accent Capital Management, LLC | History | New | 260 | 3 | 0.0% | — | 148 | +260 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 255 | 3 | 0.0% | — | 147 | +255 | New | Q4 2025 | Mar 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 289 | 3 | 0.0% | 0.0% | 146 | +52 | 21.94% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 274 | 3 | 0.0% | 0.0% | 144 | -12 | -4.2% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 279 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 231 | 2 | 0.0% | — | 151 | +231 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 157 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | No change | 182 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 133 | 1 | 0.0% | — | 152 | +133 | New | Q4 2025 | Mar 16, 2026 |
| Divisadero Street Capital Management, LP | History | Closed out | 0 | 0 | — | 1.79% | — | -3,678,125 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 3.57% | — | -498,530 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -172,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stonepine Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -60,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,013 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -519 | -97.37% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 58 | 0 | — | 0.0% | — | -140 | -70.71% | Q4 2025 | Mar 03, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SageView Advisory Group, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 21, 2026 |
| True Wealth Design, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |