BlueLinx Holdings Inc. - BXC
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 | Reduced | 858,906 | 46,535 | 0.0% | 0.0% | 1 | -324,268 | -27.41% | Q1 2026 | May 13, 2026 |
| GENDELL JEFFREY L | History | Added to | 739,523 | 40,067 | 0.55% | 0.77% | 2 | +20,530 | 2.86% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 483,771 | 29,718 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 512,594 | 27,771 | 0.01% | 0.01% | 4 | +2,008 | 0.39% | Q1 2026 | May 07, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 393,649 | 21,327 | 3.67% | 4.16% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 348,989 | 18,908 | 0.0% | — | 6 | +348,989 | New | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 321,874 | 17,439 | 1.01% | 1.13% | 7 | +6,538 | 2.07% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 280,789 | 15,213 | 0.0% | 0.0% | 8 | -24,005 | -7.88% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 259,244 | 14,045 | 0.01% | 0.01% | 9 | +175 | 0.07% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Added to | 243,914 | 13,215 | 0.15% | 0.16% | 10 | +3,414 | 1.42% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Added to | 193,864 | 10,503 | 0.0% | 0.0% | 11 | +1,374 | 0.71% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 190,207 | 10,306 | 0.0% | 0.0% | 12 | +4,548 | 2.45% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 180,042 | 9,754 | 0.01% | 0.01% | 13 | -48,125 | -21.09% | Q1 2026 | May 15, 2026 |
| Medina Value Partners, LLC | History | Reduced | 168,777 | 9,144 | 1.92% | 3.07% | 14 | -44,771 | -20.97% | Q1 2026 | May 14, 2026 |
| Mill Road Capital Management LLC | History | No change | 134,964 | 7,312 | 3.83% | 4.93% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 128,171 | 6,944 | 0.0% | 0.0% | 16 | +86,818 | 209.94% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 126,129 | 6,833 | 0.03% | 0.03% | 17 | +1,903 | 1.53% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 119,943 | 6,498 | 0.0% | 0.0% | 18 | -3,281 | -2.66% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 110,018 | 5,960 | 0.04% | 0.08% | 19 | +32,943 | 42.74% | Q1 2026 | May 14, 2026 |
| TOWLE & CO | History | Reduced | 104,587 | 5,666 | 2.2% | 2.71% | 20 | -62,609 | -37.45% | Q1 2026 | May 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 103,141 | 5,588 | 0.23% | 0.3% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 92,075 | 4,988 | 0.25% | 0.25% | 22 | +17,075 | 22.77% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 88,286 | 4,783 | 0.0% | 0.01% | 23 | +23,469 | 36.21% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 87,840 | 4,759 | 0.0% | 0.0% | 24 | +83,533 | 1939.47% | Q1 2026 | May 12, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 82,500 | 4,469 | 0.09% | 0.07% | 25 | -2,258 | -2.66% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 71,614 | 3,880 | 0.0% | 0.0% | 26 | +2,294 | 3.31% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 71,603 | 3,879 | 0.0% | 0.0% | 27 | +16,473 | 29.88% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 70,395 | 3,814 | 0.0% | 0.0% | 28 | +25,980 | 58.49% | Q1 2026 | May 15, 2026 |
| Meros Investment Management, LP | History | Reduced | 70,270 | 3,807 | 1.65% | 2.0% | 29 | -11,996 | -14.58% | Q1 2026 | May 14, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Added to | 64,369 | 3,487 | 0.57% | 0.72% | 30 | +30 | 0.05% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 64,240 | 3,480 | 0.0% | 0.0% | 31 | +12,037 | 23.06% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | No change | 62,200 | 3,369 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 61,488 | 3,331 | 0.0% | — | 33 | +61,488 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 59,592 | 3,228 | 0.0% | 0.0% | 34 | +28,571 | 92.1% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | Added to | 58,298 | 3,158 | 0.23% | 0.2% | 35 | +18,104 | 45.04% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 53,541 | 2,900 | 0.0% | — | 36 | +53,541 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 51,948 | 2,814 | 0.0% | 0.0% | 37 | -10,607 | -16.96% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 51,469 | 2,788 | 0.06% | 0.08% | 38 | -7,742 | -13.08% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | No change | 47,873 | 2,599 | 0.31% | 0.38% | 39 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 48,405 | 2,564 | 0.0% | 0.0% | 40 | -5,815 | -10.72% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 45,500 | 2,465 | 0.01% | 0.01% | 41 | -500 | -1.09% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,243 | 2,288 | 0.0% | 0.0% | 42 | +25,191 | 147.73% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 38,238 | 2,071 | 0.0% | 0.0% | 43 | -38,067 | -49.89% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,061 | 2,062 | 0.0% | 0.0% | 44 | +789 | 2.12% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | New | 37,255 | 2,018 | 0.01% | — | 45 | +37,255 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 36,698 | 1,988 | 0.03% | — | 46 | +36,698 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 36,600 | 1,982 | 0.0% | 0.0% | 47 | -8,500 | -18.85% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,657 | 1,877 | 0.0% | 0.0% | 48 | +19,236 | 124.74% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 32,332 | 1,752 | 0.14% | 0.18% | 49 | -5,258 | -13.99% | Q1 2026 | Apr 28, 2026 |
| Allianz Asset Management GmbH | History | Added to | 28,923 | 1,567 | 0.0% | 0.0% | 50 | +7,117 | 32.64% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 28,561 | 1,547 | 0.0% | 0.0% | 51 | +2,837 | 11.03% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 24,100 | 1,480 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 23,887 | 1,294 | 0.0% | 0.0% | 53 | -757 | -3.07% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 23,816 | 1,290 | 0.0% | 0.0% | 54 | -568 | -2.33% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | No change | 23,609 | 1,279 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 23,563 | 1,276 | 0.0% | 0.0% | 56 | +714 | 3.12% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Added to | 23,371 | 1,266 | 0.0% | 0.0% | 57 | +190 | 0.82% | Q1 2026 | Apr 30, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 21,437 | 1,161 | 0.0% | 0.0% | 58 | -6,270 | -22.63% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 18,338 | 985 | 0.0% | 0.0% | 59 | -1,199 | -6.14% | Q1 2026 | Apr 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,998 | 975 | 0.0% | 0.0% | 60 | -619 | -3.32% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 15,000 | 921 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 16,439 | 890 | 0.0% | 0.0% | 62 | -1,402 | -7.86% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 16,281 | 883 | 0.0% | 0.0% | 63 | +1,928 | 13.43% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 15,863 | 859 | 0.0% | 0.0% | 64 | -4,614 | -22.53% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,424 | 836 | 0.0% | 0.0% | 65 | -1,306 | -7.81% | Q1 2026 | Apr 16, 2026 |
| Swiss National Bank | History | No change | 15,400 | 834 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 15,032 | 814 | 0.0% | 0.0% | 67 | +1,365 | 9.99% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 12,718 | 781 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,153 | 766 | 0.0% | 0.0% | 69 | +365 | 2.65% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 14,134 | 765 | 0.03% | 0.02% | 70 | +6,874 | 94.68% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,929 | 754 | 0.0% | — | 71 | +13,929 | New | Q1 2026 | May 08, 2026 |
| Numerai GP LLC | History | Added to | 13,370 | 724 | 0.07% | 0.04% | 72 | +8,309 | 164.18% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,718 | 689 | 0.0% | — | 73 | +12,718 | New | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,218 | 607 | 0.01% | 0.01% | 74 | -138 | -1.22% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 10,888 | 589 | 0.02% | — | 75 | +10,888 | New | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 10,709 | 580 | 0.0% | 0.0% | 76 | -4,003 | -27.21% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,238 | 554 | 0.0% | 0.0% | 78 | -188 | -1.8% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 10,235 | 554 | 0.0% | 0.0% | 77 | +94 | 0.93% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Added to | 10,017 | 542 | 0.08% | 0.07% | 79 | +1,961 | 24.34% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 9,753 | 528 | 0.0% | — | 80 | +9,753 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 8,883 | 481 | 0.0% | — | 81 | +8,883 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 7,430 | 456 | 0.0% | 0.0% | 82 | -100 | -1.33% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 8,579 | 454 | 0.02% | — | 83 | +8,579 | New | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 7,893 | 447 | 0.11% | 0.14% | 84 | +30 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Aquatic Capital Management LLC | History | New | 7,953 | 430 | 0.01% | — | 85 | +7,953 | New | Q1 2026 | May 15, 2026 |
| Vines Capital Management, LLC | History | No change | 7,548 | 408 | 0.4% | 0.45% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,395 | 400 | 0.0% | 0.0% | 87 | -57 | -0.76% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,255 | 393 | 0.0% | 0.0% | 88 | +673 | 10.22% | Q1 2026 | May 08, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 6,649 | 360 | 0.01% | — | 89 | +6,649 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 5,287 | 286 | 0.0% | — | 90 | +5,287 | New | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 5,075 | 274 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,017 | 271 | 0.0% | 0.0% | 92 | +962 | 23.72% | Q1 2026 | Apr 14, 2026 |
| Legal & General Group Plc | History | Reduced | 4,998 | 270 | 0.0% | 0.0% | 93 | -2,501 | -33.35% | Q1 2026 | May 08, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 4,966 | 269 | 0.02% | — | 94 | +4,966 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,881 | 264 | 0.0% | 0.0% | 95 | +75 | 1.56% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 4,782 | 259 | 0.0% | 0.0% | 96 | +223 | 4.89% | Q1 2026 | May 14, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 4,726 | 256 | 0.02% | 0.2% | 97 | -62,970 | -93.02% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 4,554 | 246 | 0.0% | 0.0% | 98 | +554 | 13.85% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,314 | 233 | 0.0% | 0.0% | 99 | -28 | -0.64% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 4,037 | 219 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 3,998 | 216 | 0.01% | — | 101 | +3,998 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 3,998 | 216 | 0.0% | — | 102 | +3,998 | New | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | New | 3,881 | 210 | 0.0% | — | 103 | +3,881 | New | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,687 | 199 | 0.0% | 0.0% | 104 | +163 | 4.63% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,656 | 198 | 0.01% | 0.01% | 105 | -1,560 | -29.91% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,069 | 166 | 0.0% | 0.0% | 106 | -7,764 | -71.67% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,971 | 160 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,952 | 159 | 0.0% | 0.0% | 108 | -5,685 | -65.82% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,796 | 97 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 1,746 | 94 | 0.0% | — | 110 | +1,746 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,700 | 92 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,650 | 89 | 0.0% | 0.0% | 112 | -22 | -1.32% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,622 | 88 | 0.0% | 0.0% | 113 | -21 | -1.28% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,555 | 84 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,449 | 78 | 0.0% | 0.0% | 115 | +326 | 29.03% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 1,253 | 76 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,320 | 71 | 0.0% | 0.0% | 117 | +1,091 | 476.42% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,315 | 71 | 0.01% | 0.0% | 118 | +1,014 | 336.88% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Reduced | 1,249 | 67 | 0.0% | 0.0% | 119 | -1,181 | -48.6% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Reduced | 1,202 | 65 | 0.01% | 0.01% | 120 | -254 | -17.45% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 640 | 34 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 401 | 21 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 363 | 19 | 0.0% | 0.0% | 123 | +289 | 390.54% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 350 | 18 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 255 | 13 | 0.0% | 0.0% | 125 | -190 | -42.7% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 127 | 6 | 0.0% | 0.0% | 127 | +94 | 284.85% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 114 | 6 | 0.0% | 0.0% | 126 | -23 | -16.79% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | New | 91 | 4 | 0.0% | — | 133 | +91 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 86 | 4 | 0.0% | — | 132 | +86 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 87 | 4 | 0.0% | — | 131 | +71 | 443.75% | Q1 2026 | Apr 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 74 | 4 | 0.0% | 0.0% | 128 | -20 | -21.28% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 88 | 4 | 0.0% | 0.0% | 130 | +3 | 3.53% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 134 | -58 | -61.05% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 9 | 1 | 0.0% | 0.0% | 136 | +1 | 12.5% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | No change | 26 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,319 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,322 | -100.0% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,723 | -100.0% | Q1 2026 | Apr 10, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,120 | -100.0% | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,660 | -100.0% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,273 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -4,150 | -100.0% | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | New | 300 | 0 | — | — | — | +300 | New | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -241 | -100.0% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -53 | -81.54% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7 | 0 | — | 0.0% | — | -27 | -79.41% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 18 | 0 | — | — | — | +16 | 800.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 13, 2026 |
| Fortitude Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 21, 2026 |
| Investors Portfolio Services LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |