CIMPRESS plc - CMPR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Added to | 3,620,423 | 241,083 | 0.11% | 0.1% | 1 | +272,260 | 8.13% | Q4 2025 | Feb 17, 2026 |
| Prescott General Partners LLC | History | No change | 3,612,560 | 240,560 | 17.17% | 15.9% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,659,002 | 110,472 | 0.0% | 0.0% | 3 | +2,446 | 0.15% | Q4 2025 | Jan 29, 2026 |
| Rubric Capital Management LP | History | Added to | 1,525,000 | 101,549 | 1.21% | 0.84% | 4 | +344,211 | 29.15% | Q4 2025 | Feb 13, 2026 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,465,366 | 97,578 | 2.83% | 3.35% | 5 | -593,538 | -28.83% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,343,445 | 89,460 | 0.0% | 0.0% | 6 | +108,976 | 8.83% | Q4 2025 | Feb 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 882,970 | 58,796 | 1.29% | 1.47% | 7 | -375,070 | -29.81% | Q4 2025 | Feb 17, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 740,659 | 49,320 | 0.25% | 0.24% | 8 | -66,327 | -8.22% | Q4 2025 | Feb 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 473,426 | 31,505 | 0.05% | 0.04% | 9 | +142,909 | 43.24% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 428,674 | 28,546 | 0.01% | 0.01% | 10 | -1,877 | -0.44% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 405,101 | 26,979 | 0.0% | 0.0% | 11 | +26,547 | 7.01% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 405,127 | 26,977 | 0.0% | 0.0% | 12 | -50,058 | -11.0% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 356,889 | 23,765 | 0.0% | 0.0% | 13 | +4,021 | 1.14% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 333,573 | 22,212 | 0.01% | 0.01% | 14 | -22,448 | -6.31% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 275,464 | 18,343 | 0.01% | 0.01% | 15 | +20,179 | 7.9% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 235,818 | 15,703 | 0.23% | 0.25% | 16 | -29,314 | -11.06% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 234,797 | 15,635 | 0.0% | 0.0% | 17 | -123,321 | -34.44% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 217,310 | 14,470 | 0.0% | 0.0% | 18 | -2,871 | -1.3% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 167,081 | 11,125 | 0.0% | 0.0% | 19 | -12,755 | -7.09% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 154,624 | 10,296 | 0.0% | 0.0% | 20 | +5,710 | 3.83% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 153,238 | 10,204 | 0.0% | 0.0% | 21 | +33,763 | 28.26% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 148,122 | 9,863 | 0.0% | 0.0% | 22 | +1,917 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 132,390 | 8,815 | 0.02% | 0.03% | 23 | -33,997 | -20.43% | Q4 2025 | Feb 10, 2026 |
| SMITH THOMAS W | History | New | 129,400 | 8,616 | 7.97% | — | 24 | +129,400 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 110,138 | 7,334 | 0.0% | 0.0% | 25 | +63,018 | 133.74% | Q4 2025 | Feb 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 100,683 | 6,704 | 0.0% | 0.0% | 26 | +72,823 | 261.39% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 95,181 | 6,338 | 0.0% | 0.0% | 27 | +4,919 | 5.45% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 88,301 | 5,879 | 0.0% | 0.0% | 28 | -20,621 | -18.93% | Q4 2025 | Jan 29, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 84,014 | 5,594 | 0.21% | 0.18% | 29 | -1,399 | -1.64% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 77,104 | 5,134 | 0.0% | 0.0% | 30 | -4,790 | -5.85% | Q4 2025 | Feb 19, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 73,010 | 4,861 | 0.03% | 0.03% | 31 | -1,104 | -1.49% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 61,314 | 4,082 | 0.0% | 0.0% | 32 | +8,909 | 17.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 58,629 | 3,904 | 0.0% | 0.0% | 33 | -2,379 | -3.9% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 58,453 | 3,892 | 0.0% | 0.0% | 34 | -8,582 | -12.8% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 58,058 | 3,866 | 0.01% | 0.01% | 35 | +220 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 50,988 | 3,395 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 42,668 | 2,841 | 0.0% | 0.0% | 37 | +27,146 | 174.89% | Q4 2025 | Jan 09, 2026 |
| HBK INVESTMENTS L P | History | No change | 41,000 | 2,730 | 0.02% | 0.03% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 39,663 | 2,641 | 0.0% | 0.0% | 39 | +24,171 | 156.02% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 38,699 | 2,576 | 0.09% | 0.08% | 40 | +4,416 | 12.88% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 38,017 | 2,531 | 0.0% | 0.0% | 41 | +28 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Amundi | History | Added to | 36,253 | 2,414 | 0.0% | 0.0% | 42 | +14,747 | 68.57% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 35,849 | 2,387 | 0.0% | 0.0% | 43 | -91,110 | -71.76% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 32,730 | 2,179 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,690 | 2,176 | 0.0% | 0.0% | 45 | -8,836 | -21.28% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 32,158 | 2,141 | 0.0% | 0.0% | 46 | +11,675 | 57.0% | Q4 2025 | Feb 02, 2026 |
| Swiss National Bank | History | No change | 31,300 | 2,084 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 29,553 | 1,967 | 0.04% | — | 48 | +29,553 | New | Q4 2025 | Jan 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 27,732 | 1,847 | 0.55% | — | 49 | +27,732 | New | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,848 | 1,787 | 0.0% | 0.0% | 50 | +14,948 | 125.61% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,495 | 1,631 | 0.0% | 0.0% | 51 | -26,552 | -52.01% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 24,459 | 1,628 | 0.0% | 0.0% | 52 | +3,250 | 15.32% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 24,374 | 1,623 | 0.0% | 0.0% | 53 | -1,250 | -4.88% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 21,610 | 1,439 | 0.0% | 0.0% | 54 | +1,818 | 9.19% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 21,103 | 1,405 | 0.0% | 0.0% | 55 | +346 | 1.67% | Q4 2025 | Jan 26, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,052 | 1,401 | 0.0% | 0.0% | 56 | -2,028 | -8.79% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 19,710 | 1,312 | 0.0% | 0.0% | 57 | -1,033 | -4.98% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 19,697 | 1,311 | 0.0% | 0.0% | 58 | -13,109 | -39.96% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 19,642 | 1,307 | 0.03% | — | 59 | +19,642 | New | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 19,493 | 1,298 | 0.0% | — | 60 | +19,493 | New | Q4 2025 | Jan 28, 2026 |
| Auxano Advisors, LLC | History | Reduced | 18,956 | 1,262 | 0.25% | 0.27% | 61 | -1,145 | -5.7% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 18,477 | 1,230 | 0.0% | 0.0% | 62 | +233 | 1.28% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,625 | 1,173 | 0.0% | 0.0% | 63 | -14,374 | -44.92% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,468 | 1,164 | 0.0% | 0.0% | 64 | +1,687 | 10.69% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 16,519 | 1,100 | 0.0% | 0.0% | 65 | -1,340 | -7.5% | Q4 2025 | Feb 09, 2026 |
| Wakefield Asset Management LLLP | History | New | 16,007 | 1,065 | 0.29% | — | 66 | +16,007 | New | Q4 2025 | Feb 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 15,312 | 1,019 | 0.01% | 0.01% | 67 | -1,900 | -11.04% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Added to | 15,111 | 1,006 | 0.0% | 0.0% | 68 | +363 | 2.46% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 14,401 | 958 | 0.0% | 0.0% | 69 | -682 | -4.52% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,354 | 955 | 0.0% | 0.01% | 70 | -5,682 | -28.36% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,034 | 934 | 0.0% | 0.0% | 71 | +439 | 3.23% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,483 | 826 | 0.0% | 0.0% | 72 | +324 | 2.66% | Q4 2025 | Jan 08, 2026 |
| Brooklyn Investment Group | History | Added to | 11,757 | 811 | 0.04% | 0.03% | 73 | +7,428 | 171.59% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,131 | 807 | 0.0% | 0.0% | 74 | -6,109 | -33.49% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 12,194 | 800 | 0.0% | 0.0% | 75 | +1,066 | 9.58% | Q4 2025 | Jan 15, 2026 |
| Legacy Advisors, LLC | History | No change | 11,903 | 792 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 11,851 | 790 | 0.0% | 0.0% | 77 | +773 | 6.98% | Q4 2025 | Feb 13, 2026 |
| Clearline Capital LP | History | Added to | 11,816 | 786 | 0.04% | 0.03% | 78 | +114 | 0.97% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,274 | 760 | 0.0% | 0.0% | 79 | +1,265 | 12.64% | Q4 2025 | Feb 18, 2026 |
| FORMULA GROWTH LTD | History | No change | 11,300 | 752 | 0.29% | 0.25% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,088 | 738 | 0.06% | — | 81 | +11,088 | New | Q4 2025 | Feb 06, 2026 |
| Herold Advisors, Inc. | History | No change | 10,900 | 725 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 10,329 | 687 | 0.0% | 0.0% | 83 | -1,097 | -9.6% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 10,104 | 681 | 0.0% | 0.0% | 84 | +7,700 | 320.3% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 10,102 | 672 | 0.01% | — | 85 | +10,102 | New | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 9,697 | 645 | 0.07% | 0.06% | 87 | +115 | 1.2% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8,699 | 645 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 9,635 | 641 | 0.02% | 0.01% | 88 | +5,772 | 149.42% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,615 | 640 | 0.0% | 0.0% | 89 | +861 | 9.84% | Q4 2025 | Feb 12, 2026 |
| TWINBEECH CAPITAL LP | History | New | 9,574 | 637 | 0.05% | — | 90 | +9,574 | New | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 9,316 | 620 | 0.03% | — | 91 | +9,316 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 8,905 | 592 | 0.0% | — | 92 | +8,905 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,566 | 570 | 0.0% | 0.0% | 93 | -543 | -5.96% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,062 | 536 | 0.0% | 0.0% | 94 | +1,083 | 15.52% | Q4 2025 | Feb 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 7,750 | 516 | 0.12% | — | 95 | +7,750 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,973 | 464 | 0.0% | 0.0% | 96 | +2,221 | 46.74% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 6,805 | 453 | 0.0% | — | 97 | +6,805 | New | Q4 2025 | Feb 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,696 | 446 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,239 | 415 | 0.0% | 0.0% | 99 | -2,090 | -25.09% | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 6,157 | 410 | 0.02% | — | 100 | +6,157 | New | Q4 2025 | Feb 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,889 | 392 | 0.01% | 0.0% | 101 | +5,066 | 615.55% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,748 | 382 | 0.0% | 0.0% | 102 | -1,475 | -20.42% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 5,652 | 376 | 0.0% | 0.0% | 103 | -13,670 | -70.75% | Q4 2025 | Feb 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,305 | 353 | 0.03% | 0.02% | 104 | +1,232 | 30.25% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,263 | 350 | 0.0% | 0.0% | 105 | +237 | 4.72% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 5,117 | 340 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,074 | 337 | 0.0% | 0.0% | 107 | +500 | 10.93% | Q4 2025 | Feb 18, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,937 | 329 | 0.0% | 0.0% | 108 | +66 | 1.35% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,671 | 311 | 0.0% | 0.0% | 109 | +507 | 12.18% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 4,420 | 294 | 0.0% | 0.0% | 110 | -353 | -7.4% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,365 | 290 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Walleye Capital LLC | History | New | 4,240 | 282 | 0.0% | — | 112 | +4,240 | New | Q4 2025 | Feb 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,201 | 279 | 0.0% | 0.0% | 113 | +64 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,918 | 266 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,000 | 266 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PharVision Advisers, LLC | History | Reduced | 3,885 | 258 | 0.13% | 0.19% | 116 | -1,573 | -28.82% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,608 | 240 | 0.0% | — | 117 | +3,608 | New | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 3,548 | 236 | 0.03% | 0.05% | 118 | -3,058 | -46.29% | Q4 2025 | Feb 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,487 | 232 | 0.0% | 0.0% | 119 | -3,246 | -48.21% | Q4 2025 | Mar 20, 2026 |
| Ethic Inc. | History | Added to | 3,395 | 226 | 0.0% | 0.0% | 120 | +13 | 0.38% | Q4 2025 | Feb 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,246 | 216 | 0.02% | — | 121 | +3,246 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | New | 3,178 | 211 | 0.0% | — | 123 | +3,178 | New | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,130 | 211 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Merit Financial Group, LLC | History | New | 3,142 | 209 | 0.0% | — | 124 | +3,142 | New | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,078 | 204 | 0.0% | — | 125 | +3,078 | New | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | New | 3,029 | 201 | 0.0% | — | 126 | +3,029 | New | Q4 2025 | Feb 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,016 | 134 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,992 | 132 | 0.0% | 0.0% | 128 | +1,873 | 1573.95% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 1,900 | 126 | 0.0% | — | 129 | +1,900 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,865 | 124 | 0.0% | 0.0% | 130 | +157 | 9.19% | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,217 | 115 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,705 | 113 | 0.0% | 0.0% | 132 | +442 | 35.0% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,406 | 93 | 0.0% | 0.0% | 134 | +86 | 6.52% | Q4 2025 | Jan 23, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,400 | 93 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 994 | 66 | 0.01% | — | 135 | +994 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 789 | 52 | 0.0% | 0.0% | 136 | -372 | -32.04% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 636 | 42 | 0.0% | 0.0% | 137 | -132 | -17.19% | Q4 2025 | Jan 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 640 | 42 | 0.0% | 0.0% | 138 | +1 | 0.16% | Q4 2025 | Feb 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 546 | 36 | 0.0% | 0.0% | 139 | -38 | -6.51% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 535 | 35 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Added to | 525 | 34 | 0.0% | 0.0% | 141 | +8 | 1.55% | Q4 2025 | Jan 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 524 | 34 | 0.0% | 0.0% | 142 | -6 | -1.13% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 485 | 32 | 0.0% | 0.0% | 143 | -1,020 | -67.77% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 414 | 27 | 0.0% | 0.0% | 144 | -13 | -3.04% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 386 | 25 | 0.0% | 0.0% | 145 | +18 | 4.89% | Q4 2025 | Jan 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 349 | 23 | 0.01% | — | 146 | +349 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 328 | 21 | 0.0% | — | 147 | +328 | New | Q4 2025 | Feb 13, 2026 |
| Quarry LP | History | Reduced | 287 | 19 | 0.0% | 0.01% | 148 | -584 | -67.05% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 283 | 18 | 0.01% | 0.01% | 149 | +10 | 3.66% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 258 | 17 | 0.0% | — | 150 | +258 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 173 | 11 | 0.0% | — | 152 | +173 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 175 | 11 | 0.0% | 0.0% | 153 | +132 | 306.98% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 177 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 150 | 9 | 0.0% | 0.0% | 154 | +11 | 7.91% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 107 | 7 | 0.0% | 0.0% | 155 | -93 | -46.5% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 100 | 6 | 0.0% | 0.0% | 156 | -3,538 | -97.25% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Added to | 91 | 6 | 0.0% | 0.0% | 158 | +5 | 5.81% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 104 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 58 | 3 | 0.0% | — | 159 | +58 | New | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Reduced | 36 | 2 | 0.0% | 0.01% | 161 | -6,516 | -99.45% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 31 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 30 | 1 | 0.0% | — | 163 | +30 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 21 | 1 | 0.0% | — | 162 | +16 | 320.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20 | 1 | 0.0% | — | 170 | +14 | 233.33% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 167 | -1 | -3.23% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 30 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 24 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 30 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 17 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kilter Group LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.19% | — | -47,020 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -13,670 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,514 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -12,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.11% | — | -9,162 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mayfair Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,635 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,548 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,153 | -100.0% | Q3 2025 | Mar 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.33% | — | -3,779 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -3,075 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -420 | -99.29% | Q4 2025 | Feb 09, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SageView Advisory Group, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |