Cadre Holdings, Inc. - CDRE
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 | 2,936,878 | 83,730 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenhouse Funds LLLP | History | No change | 2,868,664 | 81,785 | 4.18% | 4.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REINHART PARTNERS, LLC. | History | No change | 2,738,373 | 78,071 | 1.78% | 1.78% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | No change | 2,475,623 | 70,579 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,949,734 | 55,586 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Capital International Investors | History | No change | 1,622,466 | 46,256 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,324,254 | 37,754 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,274,371 | 36,332 | 0.28% | 0.28% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital World Investors | History | No change | 1,205,237 | 34,361 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WYNNEFIELD CAPITAL INC | History | No change | 1,205,000 | 34,354 | 23.63% | 23.63% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | No change | 1,181,921 | 33,696 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 986,269 | 28,118 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 828,520 | 23,617 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 773,516 | 22,057 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 729,641 | 20,802 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 686,030 | 19,558 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 665,870 | 18,983 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catawba River Capital | History | No change | 597,872 | 17,045 | 7.63% | 7.63% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 409,158 | 11,665 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 333,171 | 9,498 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 306,458 | 8,737 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 298,942 | 8,522 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 298,843 | 8,520 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGMAN CAPITAL LLC | History | No change | 257,409 | 7,338 | 4.63% | 4.63% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 256,869 | 7,323 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 252,147 | 7,188 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 244,221 | 6,962 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 230,556 | 6,573 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 230,422 | 6,569 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 217,052 | 6,188 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 215,647 | 6,148 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EARNEST PARTNERS LLC | History | No change | 197,505 | 5,630 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 189,144 | 5,392 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 178,259 | 5,082 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 174,293 | 4,969 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 177,391 | 4,888 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | No change | 158,936 | 4,531 | 1.31% | 1.31% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 126,038 | 3,461 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 120,601 | 3,438 | 0.22% | 0.22% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 94,527 | 2,694 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 91,380 | 2,605 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 84,677 | 2,414 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 77,004 | 2,195 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 72,764 | 2,074 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 70,723 | 2,016 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 68,076 | 1,940 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 66,690 | 1,901 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 64,775 | 1,846 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Swiss National Bank | History | No change | 64,300 | 1,833 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 55,245 | 1,575 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,920 | 1,481 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 49,124 | 1,400 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 47,991 | 1,368 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 45,277 | 1,290 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 45,037 | 1,284 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 42,778 | 1,219 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legal & General Group Plc | History | No change | 40,784 | 1,162 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 38,648 | 1,101 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 38,047 | 1,084 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,012 | 1,026 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VARCOV Co. | History | No change | 33,836 | 964 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 33,689 | 960 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,690 | 932 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 31,970 | 911 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 31,323 | 893 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 31,076 | 885 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 30,846 | 879 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 27,423 | 781 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,450 | 780 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 25,659 | 731 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 25,010 | 713 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 24,616 | 701 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 24,604 | 701 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 24,586 | 700 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,913 | 681 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 24,519 | 670 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,717 | 647 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,618 | 587 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 18,688 | 532 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 18,650 | 531 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | No change | 17,892 | 510 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,663 | 503 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 17,341 | 494 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,527 | 471 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 16,221 | 462 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GABELLI FUNDS LLC | History | No change | 16,203 | 461 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | No change | 15,846 | 451 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLSTATE CORP | History | No change | 15,444 | 440 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 15,000 | 427 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,518 | 413 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 13,305 | 379 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,871 | 366 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Engineers Gate Manager LP | History | No change | 12,500 | 356 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 12,955 | 354 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 12,067 | 344 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,812 | 336 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,921 | 334 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,643 | 303 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,625 | 302 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SummitTX Capital, L.P. | History | No change | 10,377 | 295 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,673 | 275 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,417 | 268 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 9,202 | 262 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,094 | 259 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,097 | 259 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | No change | 8,842 | 252 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Liontrust Investment Partners LLP | History | No change | 8,532 | 243 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Numerai GP LLC | History | No change | 8,510 | 242 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,459 | 241 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,117 | 231 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,093 | 230 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 7,722 | 220 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 7,107 | 202 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,500 | 185 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,686 | 105 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 3,059 | 87 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,861 | 81 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,607 | 74 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,528 | 72 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,483 | 70 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 2,113 | 60 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Wyoming | History | No change | 2,136 | 60 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,030 | 57 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KBC Group NV | History | No change | 1,342 | 38 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,265 | 36 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,155 | 31 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 943 | 26 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 833 | 23 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 746 | 21 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Costello Asset Management, INC | History | No change | 600 | 17 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 571 | 16 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 568 | 16 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 586 | 16 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 514 | 14 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 467 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 455 | 12 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 323 | 9 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 298 | 7 | 0.0% | 0.0% | 140 | +178 | 148.33% | Q3 2026 | Oct 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 269 | 7 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 243 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 200 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | No change | 170 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Sterling Capital Management LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | New | 69 | 1 | 0.0% | — | 151 | +69 | New | Q3 2026 | Oct 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 44 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WPG Advisers, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |