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 | Reduced | 2,522,102 | 36,646 | 0.0% | 0.0% | 1 | -128,280 | -4.84% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,888,598 | 32,578 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,768,695 | 25,697 | 0.03% | 0.02% | 3 | +971,745 | 121.93% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,339,044 | 19,455 | 0.0% | 0.0% | 4 | -28,149 | -2.06% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,214,616 | 17,648 | 0.0% | — | 5 | +1,214,616 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,144,873 | 16,635 | 0.01% | 0.01% | 6 | +36,411 | 3.28% | Q1 2026 | May 15, 2026 |
| Blue Grotto Capital, LLC | History | New | 981,073 | 14,254 | 1.64% | — | 7 | +981,073 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 905,242 | 13,153 | 0.0% | 0.0% | 8 | +303,315 | 50.39% | Q1 2026 | May 15, 2026 |
| Stanley Capital Management, LLC | History | Added to | 725,000 | 10,534 | 1.76% | 2.03% | 9 | +20,000 | 2.84% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 722,476 | 10,500 | 0.0% | 0.0% | 10 | +24,813 | 3.56% | Q1 2026 | May 15, 2026 |
| Diameter Capital Partners LP | History | New | 715,783 | 10,400 | 0.97% | — | 11 | +715,783 | New | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 694,050 | 10,084 | 0.51% | 0.55% | 12 | +98,950 | 16.63% | Q1 2026 | May 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 688,415 | 10,002 | 0.03% | 0.04% | 13 | -134,210 | -16.31% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 687,234 | 9,986 | 0.01% | — | 14 | +687,234 | New | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Added to | 626,100 | 9,097 | 0.15% | 0.2% | 15 | +114,900 | 22.48% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 624,976 | 9,080 | 0.0% | 0.0% | 16 | -4,691 | -0.74% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 587,564 | 8,537 | 0.0% | 0.0% | 17 | -5,668 | -0.96% | Q1 2026 | May 15, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 478,328 | 6,950 | 1.59% | 1.5% | 18 | +99,309 | 26.2% | Q1 2026 | May 15, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 453,852 | 6,594 | 3.16% | 4.44% | 19 | -86,955 | -16.08% | Q1 2026 | Apr 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 411,661 | 5,981 | 0.0% | — | 20 | +411,661 | New | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 394,153 | 5,727 | 0.0% | 0.0% | 21 | +200,969 | 104.03% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 384,810 | 5,591 | 0.01% | 0.01% | 22 | -248,931 | -39.28% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 370,728 | 5,386 | 0.15% | 0.18% | 23 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 369,323 | 5,366 | 0.01% | 0.0% | 24 | +258,238 | 232.47% | Q1 2026 | May 14, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 334,581 | 4,861 | 0.01% | 0.0% | 25 | +191,663 | 134.11% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 321,029 | 4,664 | 0.01% | 0.01% | 26 | -23,057 | -6.7% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 290,603 | 4,222 | 0.1% | 0.13% | 27 | -37,273 | -11.37% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 270,157 | 3,925 | 0.0% | 0.0% | 28 | +157,858 | 140.57% | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 268,346 | 3,899 | 0.01% | 0.0% | 29 | +160,600 | 149.05% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 264,511 | 3,843 | 0.0% | 0.0% | 30 | +251,475 | 1929.08% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 262,129 | 3,808 | 0.02% | — | 31 | +262,129 | New | Q1 2026 | May 14, 2026 |
| Front Street Capital Management, Inc. | History | No change | 213,785 | 3,688 | 0.52% | 0.52% | 32 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 252,793 | 3,673 | 0.0% | 0.0% | 33 | +44,232 | 21.21% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 245,201 | 3,562 | 0.0% | 0.0% | 34 | +131,524 | 115.7% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 237,781 | 3,454 | 0.0% | 0.0% | 35 | -3,879 | -1.61% | Q1 2026 | May 05, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 231,000 | 3,356 | 0.23% | 0.06% | 36 | +190,775 | 474.27% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 230,092 | 3,343 | 0.0% | 0.0% | 37 | +7,945 | 3.58% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | New | 213,118 | 3,096 | 0.0% | — | 38 | +213,118 | New | Q1 2026 | May 11, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 211,707 | 3,076 | 0.49% | 0.55% | 39 | +3,717 | 1.79% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 203,220 | 2,952 | 0.06% | 0.05% | 40 | +68,366 | 50.7% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 189,665 | 2,755 | 0.0% | — | 41 | +189,665 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 188,627 | 2,740 | 0.0% | — | 42 | +188,627 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 186,969 | 2,716 | 0.0% | 0.0% | 43 | +88,285 | 89.46% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 171,596 | 2,493 | 0.01% | 0.01% | 44 | -90,868 | -34.62% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 153,080 | 2,224 | 0.0% | 0.0% | 45 | +140,880 | 1154.75% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 143,200 | 2,080 | 0.1% | 0.11% | 46 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Reduced | 137,220 | 1,993 | 0.0% | 0.0% | 47 | -10,773 | -7.28% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 134,304 | 1,951 | 0.01% | 0.01% | 48 | +3,350 | 2.56% | Q1 2026 | May 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 124,049 | 1,802 | 0.19% | 0.23% | 49 | +4,063 | 3.39% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 115,203 | 1,673 | 0.0% | — | 50 | +115,203 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 112,844 | 1,639 | 0.0% | 0.0% | 51 | +92,936 | 466.83% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,139 | 1,469 | 0.0% | 0.0% | 52 | +20,714 | 25.76% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 99,983 | 1,452 | 0.0% | 0.0% | 53 | -295,691 | -74.73% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 93,536 | 1,359 | 0.0% | 0.0% | 54 | +347 | 0.37% | Q1 2026 | Apr 30, 2026 |
| CM Management, LLC | History | Added to | 90,000 | 1,307 | 1.09% | 0.8% | 55 | +35,000 | 63.64% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 84,615 | 1,229 | 0.0% | 0.0% | 56 | -1,372,480 | -94.19% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 82,796 | 1,203 | 0.0% | 0.0% | 57 | +292 | 0.35% | Q1 2026 | May 15, 2026 |
| Access Investment Management LLC | History | No change | 82,950 | 1,189 | 0.32% | 0.32% | 58 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Palogic Value Management, L.P. | History | No change | 75,000 | 1,089 | 0.46% | 0.54% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 71,887 | 1,044 | 0.0% | 0.0% | 60 | -9,637 | -11.82% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 71,100 | 1,033 | 0.0% | — | 61 | +71,100 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 68,710 | 998 | 0.0% | 0.01% | 62 | -121,543 | -63.88% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 68,195 | 990 | 0.0% | 0.01% | 63 | -119,653 | -63.7% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 66,836 | 971 | 0.01% | 0.0% | 64 | +44,260 | 196.05% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Reduced | 66,389 | 964 | 0.09% | 0.1% | 65 | -947 | -1.41% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 63,167 | 917 | 0.01% | 0.02% | 66 | -4,643 | -6.85% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 59,028 | 857 | 0.25% | — | 67 | +59,028 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 57,136 | 830 | 0.0% | 0.0% | 68 | -60,361 | -51.37% | Q1 2026 | May 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 57,045 | 828 | 0.0% | — | 69 | +57,045 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 56,394 | 819 | 0.0% | 0.0% | 70 | -8,414 | -12.98% | Q1 2026 | May 04, 2026 |
| AlphaQuest LLC | History | No change | 43,703 | 753 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 51,500 | 748 | 0.0% | — | 72 | +51,500 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 47,739 | 693 | 0.0% | 0.0% | 73 | -69,830 | -59.39% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 47,642 | 692 | 0.0% | 0.0% | 74 | -1,085 | -2.23% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 46,126 | 670 | 0.01% | 0.01% | 75 | +1,981 | 4.49% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 45,641 | 655 | 0.0% | 0.0% | 76 | -16,456 | -26.5% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 44,924 | 652 | 0.01% | — | 77 | +44,924 | New | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 43,525 | 632 | 0.39% | 0.5% | 78 | -7,725 | -15.07% | Q1 2026 | Apr 24, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 42,344 | 615 | 0.0% | 0.0% | 79 | -54,149 | -56.12% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,523 | 603 | 0.0% | 0.0% | 80 | +16,673 | 67.09% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 41,176 | 598 | 0.0% | 0.0% | 81 | +8,836 | 27.32% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 39,877 | 579 | 0.0% | 0.0% | 82 | -3,502 | -8.07% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 38,095 | 553 | 0.0% | 0.0% | 83 | +8,655 | 29.4% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,973 | 552 | 0.0% | 0.0% | 84 | +6,992 | 22.57% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | New | 36,786 | 534 | 0.01% | — | 86 | +36,786 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,802 | 534 | 0.0% | 0.0% | 85 | -619 | -1.65% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | New | 36,455 | 529 | 0.02% | — | 87 | +36,455 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,200 | 525 | 0.0% | 0.0% | 88 | -68,674 | -65.48% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 35,478 | 515 | 0.04% | 0.04% | 89 | +8,546 | 31.73% | Q1 2026 | Apr 23, 2026 |
| Caption Management, LLC | History | New | 34,400 | 499 | 0.0% | — | 90 | +34,400 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,310 | 492 | 0.0% | 0.0% | 91 | +5,619 | 18.92% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,670 | 460 | 0.0% | 0.0% | 92 | -147,331 | -82.31% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 31,618 | 459 | 0.0% | — | 94 | +31,618 | New | Q1 2026 | Apr 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 31,603 | 459 | 0.07% | 0.05% | 93 | +18,753 | 145.94% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 29,618 | 424 | 0.0% | 0.0% | 95 | +11,807 | 66.29% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 28,681 | 416 | 0.0% | 0.0% | 96 | -38,878 | -57.55% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 27,154 | 394 | 0.01% | 0.05% | 97 | -93,223 | -77.44% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,077 | 393 | 0.0% | 0.0% | 98 | +3,840 | 16.53% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 26,009 | 377 | 0.04% | 0.04% | 99 | +3,951 | 17.91% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 25,636 | 372 | 0.01% | 0.01% | 100 | -16,990 | -39.86% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,296 | 367 | 0.0% | 0.0% | 101 | +9,488 | 60.02% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,285 | 352 | 0.0% | 0.0% | 102 | +2,930 | 13.72% | Q1 2026 | May 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 23,819 | 346 | 0.03% | 0.04% | 103 | -126 | -0.53% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 23,140 | 336 | 0.0% | 0.0% | 104 | +68 | 0.29% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Added to | 22,501 | 326 | 0.0% | 0.0% | 105 | +8,492 | 60.62% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 20,779 | 301 | 0.0% | 0.0% | 106 | -46,646 | -69.18% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 20,550 | 298 | 0.0% | 0.0% | 107 | +3,285 | 19.03% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 20,044 | 291 | 0.06% | 0.08% | 108 | +4 | 0.02% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 16,760 | 289 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,790 | 272 | 0.0% | 0.0% | 110 | -2,900 | -15.52% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 17,641 | 256 | 0.01% | 0.01% | 111 | +345 | 1.99% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 17,164 | 249 | 0.01% | 0.01% | 112 | +1,744 | 11.31% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 17,000 | 247 | 0.0% | 0.0% | 113 | +8,000 | 88.89% | Q1 2026 | Apr 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 16,700 | 242 | 0.0% | 0.0% | 114 | -3,800 | -18.54% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 14,760 | 214 | 0.0% | — | 115 | +14,760 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | No change | 13,725 | 199 | 0.07% | 0.17% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,632 | 198 | 0.0% | 0.01% | 117 | -1,545 | -10.18% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 13,422 | 195 | 0.01% | — | 118 | +13,422 | New | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 13,161 | 191 | 0.02% | — | 119 | +13,161 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,626 | 183 | 0.0% | 0.0% | 120 | -3,670 | -22.52% | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | New | 12,264 | 178 | 0.0% | — | 121 | +12,264 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,675 | 176 | 0.0% | 0.0% | 122 | +151 | 1.21% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,176 | 176 | 0.0% | 0.0% | 123 | +64 | 0.53% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,293 | 164 | 0.0% | 0.0% | 124 | +903 | 8.69% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 11,149 | 161 | 0.0% | 0.0% | 125 | -7,851 | -41.32% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,794 | 156 | 0.0% | 0.0% | 126 | -109,410 | -91.02% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | New | 10,608 | 154 | 0.02% | — | 127 | +10,608 | New | Q1 2026 | Apr 20, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 10,450 | 151 | 0.07% | — | 128 | +10,450 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 10,014 | 145 | 0.0% | — | 129 | +10,014 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 8,941 | 130 | 0.09% | — | 130 | +8,936 | 178720.0% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,538 | 124 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,396 | 122 | 0.0% | 0.0% | 132 | -30,859 | -78.61% | Q1 2026 | Apr 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,231 | 105 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,792 | 98 | 0.0% | 0.0% | 134 | -1,812 | -21.06% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,312 | 77 | 0.0% | 0.0% | 135 | -1,197 | -18.39% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Reduced | 4,703 | 68 | 0.01% | 0.02% | 136 | -5,627 | -54.47% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,672 | 67 | 0.0% | 0.0% | 137 | +62 | 1.34% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,433 | 64 | 0.0% | 0.0% | 138 | -38,805 | -89.75% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,910 | 56 | 0.0% | 0.0% | 139 | +356 | 10.02% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,838 | 55 | 0.0% | 0.0% | 140 | +182 | 4.98% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 3,532 | 51 | 0.0% | 0.0% | 141 | +797 | 29.14% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,224 | 46 | 0.0% | 0.0% | 142 | -186 | -5.45% | Q1 2026 | May 08, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 2,857 | 41 | 0.03% | 0.04% | 143 | -639 | -18.28% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | No change | 2,819 | 40 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | No change | 2,573 | 37 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,340 | 34 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,006 | 29 | 0.0% | 0.0% | 147 | +1,685 | 524.92% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,924 | 27 | 0.0% | 0.0% | 148 | +183 | 10.51% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,711 | 24 | 0.0% | 0.0% | 149 | -877 | -33.89% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,532 | 22 | 0.0% | 0.0% | 150 | -211 | -12.11% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,500 | 21 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,505 | 21 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,272 | 18 | 0.0% | 0.0% | 153 | -1,864 | -59.44% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,257 | 18 | 0.0% | 0.0% | 155 | +112 | 9.78% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,269 | 18 | 0.0% | 0.0% | 156 | +96 | 8.18% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,287 | 18 | 0.0% | 0.0% | 154 | -11 | -0.85% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 1,000 | 14 | 0.01% | — | 158 | +1,000 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,041 | 14 | 0.0% | 0.0% | 157 | -113 | -9.79% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 944 | 13 | 0.0% | 0.0% | 160 | -688 | -42.16% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 901 | 13 | 0.0% | 0.0% | 159 | -102 | -10.17% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 934 | 13 | 0.0% | 0.0% | 162 | -75 | -7.43% | Q1 2026 | Apr 13, 2026 |
| RMG Wealth Management LLC | History | No change | 887 | 13 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | No change | 831 | 12 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 699 | 10 | 0.0% | — | 164 | +664 | 1897.14% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 630 | 9 | 0.0% | 0.0% | 167 | +434 | 221.43% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 688 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 542 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 561 | 8 | 0.0% | — | 169 | +561 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 562 | 8 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 504 | 7 | 0.0% | 0.0% | 170 | +178 | 54.6% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 477 | 7 | 0.0% | 0.0% | 171 | +35 | 7.92% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 414 | 6 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 489 | 6 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 407 | 5 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 332 | 4 | 0.0% | 0.0% | 175 | -90 | -21.33% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 220 | 3 | 0.0% | 0.0% | 177 | +151 | 218.84% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 209 | 3 | 0.0% | 0.0% | 179 | -70 | -25.09% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 239 | 3 | 0.0% | 0.0% | 176 | -23 | -8.78% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 256 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 157 | 2 | 0.0% | — | 181 | +157 | New | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 153 | 2 | 0.0% | — | 182 | +153 | New | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Added to | 184 | 2 | 0.0% | 0.0% | 180 | +104 | 130.0% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 109 | 1 | 0.0% | — | 192 | +109 | New | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 98 | 1 | 0.0% | — | 193 | +98 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Reduced | 87 | 1 | 0.0% | 0.0% | 190 | -83 | -48.82% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 88 | 1 | 0.0% | — | 188 | +32 | 57.14% | Q1 2026 | Apr 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 183 | -3 | -5.26% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 101 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | No change | 119 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 128 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Red Tortoise LLC | History | No change | 133 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -781,890 | -100.0% | Q1 2026 | May 15, 2026 |
| Nantahala Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -450,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -297,755 | -100.0% | Q1 2026 | May 13, 2026 |
| Forest Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.9% | — | -102,188 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95,375 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -81,546 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -59,145 | -100.0% | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -57,882 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -37,442 | -100.0% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,287 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,441 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.07% | — | -26,918 | -100.0% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,586 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,008 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,173 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,106 | -100.0% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,416 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,240 | -100.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,109 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Reduced | 26 | 0 | — | 0.0% | — | -43 | -62.32% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 39 | 0 | — | — | — | -7 | -15.22% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Avion Wealth | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Motiv8 Investments LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |