CIMPRESS plc - CMPR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | No change | 3,774,708 | 383,887 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prescott General Partners LLC | History | No change | 3,612,560 | 367,397 | 18.77% | 18.77% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rubric Capital Management LP | History | No change | 1,750,000 | 177,975 | 1.63% | 1.63% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,349,820 | 137,276 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | History | No change | 1,222,633 | 124,341 | 3.66% | 3.66% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 859,682 | 87,429 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 734,870 | 74,736 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Added to | 784,058 | 60,466 | 0.45% | 0.31% | 8 | +316,559 | 67.71% | Q3 2026 | Oct 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 587,648 | 59,736 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 499,793 | 50,828 | 0.41% | 0.41% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 423,026 | 43,028 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 402,659 | 40,950 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 459,663 | 35,450 | 0.01% | 0.01% | 13 | +4,917 | 1.08% | Q3 2026 | Nov 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 331,716 | 33,735 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 311,924 | 31,722 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 300,504 | 30,561 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 290,629 | 29,556 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 232,952 | 23,691 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 214,818 | 21,846 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 197,773 | 20,114 | 0.27% | 0.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 183,831 | 18,695 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 160,867 | 16,360 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 147,330 | 14,983 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 142,404 | 14,482 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 118,567 | 12,058 | 0.5% | 0.5% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH THOMAS W | History | No change | 115,225 | 11,718 | 10.4% | 10.4% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 107,870 | 10,970 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 104,814 | 10,659 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 103,198 | 10,495 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 90,416 | 9,195 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 85,352 | 8,680 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INGALLS & SNYDER LLC | History | No change | 83,574 | 8,499 | 0.23% | 0.23% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 77,757 | 7,908 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 76,528 | 7,782 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | No change | 66,251 | 6,737 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 65,048 | 6,615 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 55,185 | 5,612 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 52,513 | 5,340 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 47,483 | 4,829 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 45,317 | 4,608 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 44,859 | 4,562 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 43,602 | 4,434 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 36,654 | 3,727 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 35,371 | 3,597 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 35,056 | 3,524 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 33,354 | 3,392 | 0.22% | 0.22% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 3,239 | 0.69% | 0.98% | 47 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,650 | 3,117 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Swiss National Bank | History | No change | 30,400 | 3,091 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 30,061 | 3,057 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 36,936 | 2,848 | 0.05% | 0.06% | 51 | +3,727 | 11.22% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 35,671 | 2,750 | 0.0% | 0.0% | 52 | +7,541 | 26.81% | Q3 2026 | Nov 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 26,030 | 2,647 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 24,595 | 2,502 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 24,568 | 2,444 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | No change | 21,654 | 2,202 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 21,572 | 2,193 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 21,488 | 2,185 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 20,398 | 2,074 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 19,839 | 2,017 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 19,190 | 1,951 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 25,123 | 1,937 | 0.01% | 0.03% | 62 | -7,607 | -23.24% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 19,002 | 1,932 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREDIT AGRICOLE S A | History | No change | 19,000 | 1,932 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 18,616 | 1,893 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 18,000 | 1,830 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 17,950 | 1,825 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 17,690 | 1,799 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,870 | 1,715 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 16,781 | 1,706 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 16,764 | 1,704 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 15,495 | 1,575 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 15,082 | 1,533 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 15,055 | 1,531 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,898 | 1,525 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 14,005 | 1,424 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 13,863 | 1,409 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 13,820 | 1,405 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 13,349 | 1,357 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,773 | 1,299 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 12,581 | 1,279 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | New | 16,256 | 1,253 | 0.03% | — | 82 | +16,256 | New | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,861 | 1,252 | 0.0% | 0.0% | 83 | +96 | 0.57% | Q3 2026 | Oct 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,285 | 1,249 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 15,184 | 1,170 | 0.0% | 0.0% | 85 | +34 | 0.22% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,393 | 1,158 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 11,300 | 1,149 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,300 | 1,149 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 10,956 | 1,114 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,724 | 1,104 | 0.0% | 0.0% | 90 | +574 | 4.06% | Q3 2026 | Nov 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 10,570 | 1,074 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,542 | 1,072 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,447 | 1,062 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 10,428 | 1,060 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 10,020 | 1,019 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,981 | 1,015 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 12,542 | 967 | 0.0% | 0.0% | 97 | +2,755 | 28.15% | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,474 | 963 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Advisors, LLC | History | Reduced | 11,899 | 917 | 0.09% | 0.11% | 99 | -4 | -0.03% | Q3 2026 | Oct 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,370 | 851 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 8,322 | 846 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Herold Advisors, Inc. | History | No change | 10,900 | 840 | 0.16% | 0.22% | 102 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Legato Capital Management LLC | History | No change | 8,204 | 834 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 8,204 | 834 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,867 | 800 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 7,516 | 764 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 7,487 | 761 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,032 | 715 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,896 | 701 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,852 | 696 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,441 | 655 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 6,200 | 630 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 6,072 | 617 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,253 | 613 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,681 | 577 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,295 | 538 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,168 | 525 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 5,068 | 515 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,054 | 513 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,276 | 484 | 0.03% | 0.04% | 120 | +760 | 13.78% | Q3 2026 | Oct 22, 2026 |
| Storgate, LLC | History | No change | 4,583 | 466 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INCEPTIONR LLC | History | No change | 4,489 | 456 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,416 | 449 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,795 | 446 | 0.0% | 0.0% | 125 | +3,161 | 120.01% | Q3 2026 | Oct 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,418 | 446 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,353 | 444 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,365 | 443 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,288 | 436 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,240 | 431 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,234 | 403 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Merit Financial Group, LLC | History | No change | 3,749 | 381 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,721 | 378 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 3,578 | 363 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,500 | 355 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 4,266 | 328 | 0.0% | 0.0% | 135 | +78 | 1.86% | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 3,214 | 326 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 4,079 | 325 | 0.0% | 0.0% | 137 | +2,862 | 235.17% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,960 | 301 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,774 | 291 | 0.01% | 0.01% | 139 | +470 | 14.23% | Q3 2026 | Oct 22, 2026 |
| L2 Asset Management, LLC | History | No change | 2,773 | 282 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VELA Investment Management, LLC | History | No change | 2,743 | 278 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ethic Inc. | History | Added to | 3,559 | 274 | 0.0% | 0.0% | 143 | +163 | 4.8% | Q3 2026 | Nov 03, 2026 |
| Jefferies Financial Group Inc. | History | No change | 2,700 | 274 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Harbour Capital Advisors, LLC | History | New | 3,525 | 271 | 0.05% | — | 144 | +3,525 | New | Q3 2026 | Oct 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 2,616 | 266 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 3,359 | 259 | 0.05% | 0.05% | 146 | +564 | 20.18% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 2,406 | 244 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 2,363 | 240 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,014 | 232 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Savant Capital, LLC | History | No change | 2,287 | 232 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,961 | 228 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,689 | 207 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,016 | 205 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,989 | 202 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,984 | 201 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,970 | 200 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CITIGROUP INC | History | Reduced | 2,069 | 159 | 0.0% | 0.0% | 157 | -7,006 | -77.2% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,550 | 157 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,428 | 145 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,400 | 142 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Reduced | 1,516 | 116 | 0.01% | 0.03% | 161 | -1,607 | -51.46% | Q3 2026 | Oct 28, 2026 |
| Axxion S.A. | History | New | 1,372 | 105 | 0.01% | — | 162 | +1,372 | New | Q3 2026 | Oct 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,048 | 80 | 0.0% | 0.0% | 163 | -358 | -25.46% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 832 | 64 | 0.01% | 0.01% | 165 | +36 | 4.52% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 836 | 64 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 525 | 53 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 669 | 51 | 0.0% | 0.0% | 167 | -28 | -4.02% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Reduced | 648 | 49 | 0.02% | 0.03% | 168 | -20 | -2.99% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 601 | 46 | 0.0% | 0.0% | 169 | -36 | -5.65% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 440 | 44 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Optiver Holding B.V. | History | No change | 427 | 43 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 534 | 41 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| USA FINANCIAL FORMULAS | History | New | 507 | 39 | 0.01% | — | 173 | +507 | New | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Added to | 456 | 35 | 0.0% | 0.0% | 174 | +65 | 16.62% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 413 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 294 | 29 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 282 | 28 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 256 | 26 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 248 | 25 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 326 | 25 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 261 | 24 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 273 | 21 | 0.0% | 0.01% | 182 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 212 | 20 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 216 | 16 | 0.0% | 0.0% | 184 | -47 | -17.87% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 130 | 13 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 123 | 12 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 104 | 8 | 0.0% | 0.0% | 187 | +3 | 2.97% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | Reduced | 101 | 7 | 0.0% | 0.0% | 188 | -11 | -9.82% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 102 | 7 | 0.0% | 0.0% | 189 | -9 | -8.11% | Q3 2026 | Oct 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 75 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 42 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 44 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 46 | 3 | 0.0% | 0.0% | 194 | +17 | 58.62% | Q3 2026 | Oct 01, 2026 |
| Quarry LP | History | No change | 37 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 36 | 2 | 0.0% | — | 200 | +36 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 32 | 2 | 0.0% | — | 199 | +32 | New | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Added to | 37 | 2 | 0.0% | 0.0% | 197 | +13 | 54.17% | Q3 2026 | Oct 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 18 | 1 | 0.0% | — | 207 | +18 | New | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 204 | +2 | 8.7% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 24 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,282 | -100.0% | Q3 2026 | Oct 19, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,234 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3 | 0 | — | 0.0% | — | -27 | -90.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -2 | -40.0% | Q3 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rossby Financial, LCC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |