COLUMBUS MCKINNON CORP - CMCO
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 | Added to | 2,650,382 | 45,719 | 0.0% | 0.0% | 1 | +144,275 | 5.76% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,888,598 | 32,578 | 0.0% | 0.0% | 2 | +14,603 | 0.78% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Added to | 1,457,095 | 25,134 | 0.0% | 0.0% | 3 | +5,210 | 0.36% | Q4 2025 | Feb 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,367,193 | 23,584 | 0.0% | 0.0% | 4 | -176,429 | -11.43% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,108,462 | 19,120 | 0.01% | 0.01% | 5 | +481,470 | 76.79% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 822,625 | 14,190 | 0.04% | 0.04% | 6 | -7,250 | -0.87% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 796,950 | 13,747 | 0.02% | 0.02% | 7 | +23,774 | 3.07% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 781,890 | 13,487 | 0.18% | 0.15% | 8 | -15,697 | -1.97% | Q4 2025 | Feb 13, 2026 |
| Stanley Capital Management, LLC | History | Added to | 705,000 | 12,161 | 2.03% | 1.59% | 9 | +30,000 | 4.44% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 697,663 | 12,037 | 0.0% | 0.0% | 10 | -10,819 | -1.53% | Q4 2025 | Feb 09, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 633,741 | 10,932 | 0.01% | 0.01% | 11 | -93,031 | -12.8% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 629,667 | 10,861 | 0.0% | 0.0% | 12 | +3,398 | 0.54% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 601,927 | 10,383 | 0.0% | 0.0% | 13 | -117,152 | -16.29% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 595,100 | 10,265 | 0.55% | 0.36% | 14 | +123,025 | 26.06% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 593,232 | 10,233 | 0.0% | 0.0% | 15 | +66,837 | 12.7% | Q4 2025 | Feb 13, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Added to | 540,807 | 9,328 | 4.44% | 2.0% | 16 | +245,222 | 82.96% | Q4 2025 | Feb 03, 2026 |
| CastleKnight Management LP | History | Reduced | 511,200 | 8,818 | 0.2% | 0.16% | 17 | -46,400 | -8.32% | Q4 2025 | Feb 17, 2026 |
| Nantahala Capital Management, LLC | History | No change | 450,000 | 7,762 | 0.26% | 0.22% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 395,674 | 6,825 | 0.0% | 0.0% | 19 | +11,424 | 2.97% | Q4 2025 | Feb 17, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 379,019 | 6,538 | 1.5% | 1.17% | 20 | +54,216 | 16.69% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | New | 370,728 | 6,395 | 0.18% | — | 21 | +370,728 | New | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 344,086 | 5,935 | 0.01% | 0.0% | 22 | +38,817 | 12.72% | Q4 2025 | Feb 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 327,876 | 5,655 | 0.13% | 0.1% | 23 | +35,802 | 12.26% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | Added to | 297,755 | 5,136 | 0.02% | 0.01% | 24 | +42,645 | 16.72% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 262,464 | 4,527 | 0.01% | 0.01% | 25 | +75,455 | 40.35% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 241,660 | 4,168 | 0.0% | 0.0% | 26 | +94,496 | 64.21% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 222,147 | 3,832 | 0.0% | 0.0% | 27 | -13,949 | -5.91% | Q4 2025 | Feb 17, 2026 |
| Front Street Capital Management, Inc. | History | Added to | 213,785 | 3,688 | 0.52% | 0.46% | 28 | +4,918 | 2.35% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 208,561 | 3,597 | 0.0% | 0.0% | 29 | -3,072 | -1.45% | Q4 2025 | Mar 25, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 207,990 | 3,587 | 0.55% | — | 30 | +207,990 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 193,184 | 3,332 | 0.0% | 0.0% | 31 | -4,104 | -2.08% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 190,253 | 3,281 | 0.01% | — | 32 | +190,253 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 187,848 | 3,238 | 0.01% | 0.0% | 33 | +10,180 | 5.73% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 179,001 | 3,087 | 0.0% | 0.0% | 34 | +25,310 | 16.47% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 147,993 | 2,552 | 0.0% | 0.0% | 35 | +68,576 | 86.35% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 143,200 | 2,470 | 0.11% | 0.09% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Eagle Investment Management, LLC | History | New | 142,918 | 2,465 | 0.0% | — | 37 | +142,918 | New | Q4 2025 | Feb 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 134,854 | 2,326 | 0.05% | 0.02% | 38 | +59,854 | 79.81% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 130,954 | 2,258 | 0.01% | 0.0% | 39 | +53,625 | 69.35% | Q4 2025 | Feb 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 120,377 | 2,076 | 0.05% | 0.05% | 40 | -16,534 | -12.08% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 120,204 | 2,073 | 0.0% | 0.01% | 41 | -730,747 | -85.87% | Q4 2025 | Feb 17, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 119,986 | 2,069 | 0.23% | 0.0% | 42 | +9,827 | 8.92% | Q4 2025 | Feb 05, 2026 |
| Man Group plc | History | Reduced | 117,569 | 2,028 | 0.0% | 0.01% | 43 | -163,776 | -58.21% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 117,497 | 2,026 | 0.0% | 0.0% | 44 | -18,950 | -13.89% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 113,677 | 2,001 | 0.0% | — | 45 | +113,677 | New | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 112,299 | 1,937 | 0.0% | 0.0% | 46 | +54,502 | 94.3% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 111,085 | 1,916 | 0.0% | 0.0% | 47 | -24,800 | -18.25% | Q4 2025 | Feb 12, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 107,746 | 1,859 | 0.0% | 0.0% | 48 | +38,946 | 56.61% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 104,874 | 1,809 | 0.0% | 0.0% | 49 | -131,469 | -55.63% | Q4 2025 | Feb 17, 2026 |
| Forest Hill Capital, LLC | History | No change | 102,188 | 1,762 | 0.9% | 0.86% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 98,684 | 1,702 | 0.0% | 0.0% | 51 | +59,030 | 148.86% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 96,493 | 1,664 | 0.0% | 0.0% | 52 | -17,891 | -15.64% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 95,375 | 1,645 | 0.0% | 0.0% | 53 | -43,931 | -31.54% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 93,189 | 1,607 | 0.0% | 0.0% | 54 | -229,590 | -71.13% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 82,504 | 1,423 | 0.0% | 0.0% | 55 | +89 | 0.11% | Q4 2025 | Feb 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 81,524 | 1,406 | 0.0% | — | 57 | +81,524 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 81,546 | 1,406 | 0.0% | 0.01% | 56 | -69,542 | -46.03% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 80,425 | 1,387 | 0.0% | 0.0% | 58 | +46,084 | 134.2% | Q4 2025 | Feb 17, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 75,000 | 1,293 | 0.54% | 0.69% | 59 | -45,000 | -37.5% | Q4 2025 | Feb 17, 2026 |
| Access Investment Management LLC | History | No change | 82,950 | 1,189 | 0.32% | 0.32% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 67,810 | 1,169 | 0.02% | 0.02% | 61 | -3,600 | -5.04% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,559 | 1,165 | 0.0% | 0.0% | 62 | -27,535 | -28.96% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 67,425 | 1,163 | 0.0% | 0.0% | 63 | +9,118 | 15.64% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 67,336 | 1,161 | 0.1% | 0.03% | 64 | +45,945 | 214.79% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 64,808 | 1,117 | 0.0% | 0.0% | 65 | +20,793 | 47.24% | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 62,097 | 1,080 | 0.0% | 0.0% | 66 | +30,076 | 93.93% | Q4 2025 | Mar 20, 2026 |
| Trexquant Investment LP | History | Reduced | 59,145 | 1,020 | 0.01% | 0.01% | 67 | -2,918 | -4.7% | Q4 2025 | Feb 17, 2026 |
| Concentric Capital Strategies, LP | History | New | 57,882 | 998 | 0.05% | — | 68 | +57,882 | New | Q4 2025 | Feb 17, 2026 |
| CM Management, LLC | History | New | 55,000 | 948 | 0.8% | — | 69 | +55,000 | New | Q4 2025 | Feb 02, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 51,250 | 884 | 0.5% | 0.43% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 48,727 | 841 | 0.0% | 0.0% | 71 | +12,043 | 32.83% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 44,145 | 761 | 0.01% | 0.0% | 72 | +12,562 | 39.77% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Reduced | 43,703 | 753 | 0.04% | 0.06% | 73 | -24,419 | -35.85% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 43,379 | 748 | 0.0% | 0.0% | 74 | +13,092 | 43.23% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,238 | 745 | 0.0% | 0.0% | 75 | -692 | -1.58% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 42,626 | 735 | 0.01% | 0.02% | 76 | -10,268 | -19.41% | Q4 2025 | Feb 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 40,225 | 693 | 0.06% | — | 77 | +40,225 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 39,255 | 677 | 0.0% | 0.0% | 78 | +4,724 | 13.68% | Q4 2025 | Jan 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 37,442 | 646 | 0.06% | 0.05% | 79 | -730 | -1.91% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 37,421 | 645 | 0.0% | 0.0% | 80 | -5,378 | -12.57% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,691 | 575 | 0.0% | 0.0% | 81 | +9,261 | 45.33% | Q4 2025 | Jan 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,287 | 574 | 0.0% | 0.0% | 82 | -131,039 | -79.74% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 32,340 | 557 | 0.0% | 0.0% | 83 | +5,886 | 22.25% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,981 | 535 | 0.0% | 0.0% | 84 | +4,944 | 18.99% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 29,440 | 508 | 0.0% | 0.0% | 85 | +18,303 | 164.34% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 29,441 | 507 | 0.01% | 0.01% | 86 | -17,837 | -37.73% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | New | 26,918 | 464 | 0.07% | — | 87 | +26,918 | New | Q4 2025 | Feb 04, 2026 |
| Inspire Investing, LLC | History | Reduced | 26,932 | 464 | 0.04% | 0.04% | 88 | -4,935 | -15.49% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 24,850 | 428 | 0.0% | — | 89 | +24,850 | New | Q4 2025 | Feb 18, 2026 |
| Verition Fund Management LLC | History | Reduced | 24,500 | 422 | 0.0% | 0.0% | 90 | -322 | -1.3% | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 23,945 | 413 | 0.04% | 0.03% | 91 | -116 | -0.48% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,237 | 400 | 0.0% | 0.0% | 92 | +18,992 | 447.4% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 23,072 | 397 | 0.0% | — | 93 | +23,072 | New | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | Added to | 22,576 | 389 | 0.0% | 0.0% | 94 | +10,751 | 90.92% | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 22,058 | 380 | 0.04% | 0.04% | 95 | -1,799 | -7.54% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 21,355 | 368 | 0.0% | 0.0% | 96 | -145 | -0.67% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 20,500 | 353 | 0.0% | 0.0% | 97 | +16,700 | 439.47% | Q4 2025 | Feb 17, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 20,040 | 345 | 0.08% | 0.06% | 98 | +850 | 4.43% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 19,908 | 343 | 0.0% | 0.0% | 99 | +20 | 0.1% | Q4 2025 | Feb 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 19,000 | 327 | 0.0% | — | 100 | +19,000 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 18,690 | 322 | 0.0% | 0.0% | 101 | -5,700 | -23.37% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 17,811 | 306 | 0.0% | — | 102 | +17,811 | New | Q4 2025 | Jan 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 17,586 | 303 | 0.0% | — | 103 | +17,586 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | New | 17,296 | 298 | 0.01% | — | 104 | +17,296 | New | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 17,265 | 297 | 0.0% | 0.0% | 105 | +5,518 | 46.97% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 16,760 | 289 | 0.0% | 0.0% | 106 | -45,500 | -73.08% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 16,296 | 281 | 0.0% | 0.0% | 107 | +2,719 | 20.03% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,808 | 272 | 0.0% | — | 108 | +15,808 | New | Q4 2025 | Feb 18, 2026 |
| Graham Capital Management, L.P. | History | New | 15,420 | 265 | 0.01% | — | 109 | +15,420 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,177 | 261 | 0.01% | 0.0% | 110 | +1,531 | 11.22% | Q4 2025 | Feb 03, 2026 |
| Magnetar Financial LLC | History | Reduced | 14,009 | 241 | 0.0% | 0.0% | 111 | -4,745 | -25.3% | Q4 2025 | Feb 17, 2026 |
| Odyssean, LLC | History | New | 13,725 | 236 | 0.17% | — | 112 | +13,725 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,036 | 224 | 0.0% | 0.0% | 114 | -54,819 | -80.79% | Q4 2025 | Feb 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 13,008 | 224 | 0.01% | — | 113 | +13,008 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 12,850 | 222 | 0.05% | — | 115 | +12,850 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,524 | 216 | 0.0% | 0.0% | 116 | -231 | -1.81% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,200 | 210 | 0.0% | 0.0% | 117 | -21,342 | -63.63% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Reduced | 12,173 | 209 | 0.0% | 0.02% | 118 | -86,703 | -87.69% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,106 | 208 | 0.0% | 0.0% | 120 | -3,374 | -21.8% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,112 | 208 | 0.0% | 0.0% | 119 | +191 | 1.6% | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | New | 11,800 | 204 | 0.0% | — | 121 | +11,800 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | New | 11,416 | 196 | 0.01% | — | 122 | +11,416 | New | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,390 | 179 | 0.0% | — | 123 | +10,390 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 10,330 | 178 | 0.02% | 0.0% | 124 | +9,460 | 1087.36% | Q4 2025 | Feb 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 10,240 | 176 | 0.0% | 0.0% | 125 | -970 | -8.65% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 10,109 | 174 | 0.0% | 0.0% | 126 | -13,807 | -57.73% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 9,000 | 155 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,604 | 148 | 0.0% | 0.0% | 128 | +3,121 | 56.92% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,538 | 147 | 0.0% | 0.0% | 129 | -20,650 | -70.75% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,231 | 124 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,509 | 112 | 0.0% | 0.01% | 131 | -11,952 | -64.74% | Q4 2025 | Feb 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,610 | 79 | 0.0% | 0.0% | 132 | +1,181 | 34.44% | Q4 2025 | Jan 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,656 | 63 | 0.0% | 0.0% | 133 | +2,113 | 136.94% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,554 | 61 | 0.0% | 0.0% | 134 | +545 | 18.11% | Q4 2025 | Jan 20, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 3,496 | 60 | 0.04% | 0.03% | 135 | +470 | 15.53% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,410 | 58 | 0.0% | 0.0% | 136 | +60 | 1.79% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,136 | 54 | 0.0% | — | 137 | +3,136 | New | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | No change | 2,819 | 48 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 2,735 | 47 | 0.0% | 0.0% | 139 | -945 | -25.68% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,588 | 44 | 0.0% | 0.0% | 141 | -405 | -13.53% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 2,573 | 44 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,340 | 40 | 0.0% | 0.0% | 142 | -465 | -16.58% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,200 | 37 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,741 | 30 | 0.0% | 0.0% | 145 | +565 | 48.04% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,743 | 30 | 0.0% | 0.0% | 144 | -21 | -1.19% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,632 | 28 | 0.0% | 0.0% | 146 | -322 | -16.48% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,500 | 25 | 0.0% | 0.0% | 147 | -1,000 | -40.0% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,505 | 25 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,298 | 22 | 0.0% | 0.0% | 149 | -604 | -31.76% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,173 | 20 | 0.0% | 0.0% | 150 | +504 | 75.34% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 1,145 | 19 | 0.0% | — | 151 | +1,145 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,154 | 19 | 0.0% | 0.0% | 152 | +778 | 206.91% | Q4 2025 | Jan 23, 2026 |
| RMG Wealth Management LLC | History | No change | 887 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 1,003 | 17 | 0.0% | 0.0% | 154 | +102 | 11.32% | Q4 2025 | Jan 30, 2026 |
| True Wealth Design, LLC | History | Added to | 1,009 | 17 | 0.0% | 0.0% | 155 | +35 | 3.59% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 890 | 15 | 0.0% | 0.0% | 156 | -76 | -7.87% | Q4 2025 | Feb 05, 2026 |
| NATIXIS | History | No change | 831 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 688 | 11 | 0.0% | 0.0% | 158 | +12 | 1.78% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 542 | 9 | 0.0% | 0.0% | 159 | +29 | 5.65% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 562 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 442 | 8 | 0.0% | 0.0% | 161 | -8 | -1.78% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 489 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 422 | 7 | 0.0% | 0.0% | 164 | +304 | 257.63% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 414 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 407 | 7 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 326 | 5 | 0.0% | 0.0% | 166 | +213 | 188.5% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 321 | 5 | 0.0% | 0.0% | 167 | +48 | 17.58% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 262 | 4 | 0.0% | 0.0% | 168 | -131 | -33.33% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 279 | 4 | 0.0% | 0.0% | 170 | +35 | 14.34% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | No change | 256 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 196 | 3 | 0.0% | 0.0% | 171 | -20,412 | -99.05% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 128 | 2 | 0.0% | 0.0% | 173 | -373 | -74.45% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | No change | 133 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WealthCollab, LLC | History | No change | 170 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kilter Group LLC | History | Reduced | 69 | 1 | 0.0% | 0.0% | 183 | -221 | -76.21% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 80 | 1 | 0.0% | 0.0% | 181 | -168 | -67.74% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 101 | 1 | 0.0% | — | 179 | +101 | New | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 69 | 1 | 0.0% | — | 177 | +69 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 69 | 1 | 0.0% | — | 182 | +69 | New | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 57 | 1 | 0.0% | 0.0% | 178 | -21 | -26.92% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -560,656 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289,982 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bridge City Capital, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -96,407 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DC Investments Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -82,712 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45,965 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,492 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,347 | -100.0% | Q3 2025 | Oct 27, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.06% | — | -32,980 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Petrus Trust Company, LTA | History | Closed out | 0 | 0 | — | 0.03% | — | -18,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,446 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -17,684 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 1.2% | — | -17,469 | -100.0% | Q3 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,586 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,872 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SJS Investment Consulting Inc. | History | New | 56 | 0 | — | — | — | +56 | New | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20 | 0 | — | — | — | -39 | -66.1% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 46 | 0 | — | — | — | +12 | 35.29% | Q4 2025 | Feb 20, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Camelot Portfolios, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 23 | 0 | — | — | — | -1 | -4.17% | Q4 2025 | Feb 03, 2026 |
| Motiv8 Investments LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Avion Wealth | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |