Custom Truck One Source, Inc. - CTOS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Platinum Equity Advisors, LLC/DE | History | No change | 156,743,635 | 902,843 | 10.97% | 224.99% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 7,050,221 | 40,609 | 6.9% | 5.63% | 2 | +2,303,504 | 48.53% | Q4 2025 | Jan 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,442,562 | 31,349 | 0.05% | 0.05% | 3 | +132,448 | 2.49% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,860,981 | 27,999 | 0.01% | 0.01% | 4 | +464,819 | 10.57% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 4,312,778 | 24,841 | 0.0% | 0.0% | 5 | +75,080 | 1.77% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 4,201,414 | 24,368 | 0.04% | 0.05% | 6 | -187,941 | -4.28% | Q4 2025 | Jan 15, 2026 |
| Boston Partners | History | Reduced | 3,793,597 | 21,854 | 0.02% | 0.04% | 7 | -1,681,710 | -30.71% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,466,621 | 19,967 | 0.0% | 0.0% | 8 | +190,533 | 5.82% | Q4 2025 | Jan 29, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 2,500,229 | 14,401 | 0.04% | 0.03% | 9 | +750,000 | 42.85% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,480,130 | 8,525 | 0.0% | 0.0% | 10 | -314,400 | -17.52% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,445,138 | 8,323 | 0.01% | 0.01% | 11 | -118,611 | -7.59% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,439,148 | 8,290 | 0.0% | 0.0% | 12 | +30,527 | 2.17% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 1,354,815 | 7,803 | 0.0% | 0.0% | 13 | +81,576 | 6.41% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,222,875 | 7,043 | 0.01% | 0.0% | 14 | +842,964 | 221.88% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 939,076 | 5,409 | 0.01% | 0.01% | 15 | -149,441 | -13.73% | Q4 2025 | Feb 17, 2026 |
| ACK Asset Management LLC | History | Reduced | 800,136 | 4,608 | 0.58% | 1.55% | 16 | -1,124,864 | -58.43% | Q4 2025 | Feb 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | Added to | 779,622 | 4,490 | 0.8% | 0.36% | 17 | +380,000 | 95.09% | Q4 2025 | Feb 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 777,936 | 4,480 | 0.01% | 0.01% | 18 | +3,500 | 0.45% | Q4 2025 | Feb 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 772,180 | 4,447 | 0.09% | 0.05% | 19 | +416,833 | 117.3% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 737,180 | 4,246 | 0.07% | 0.02% | 20 | +416,833 | 130.12% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 714,693 | 4,116 | 0.0% | 0.0% | 21 | -7,612 | -1.05% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 700,000 | 4,032 | 0.22% | 0.24% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 521,357 | 3,003 | 0.0% | 0.0% | 23 | +122,036 | 30.56% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 504,884 | 2,908 | 0.0% | 0.0% | 24 | -350 | -0.07% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 471,422 | 2,715 | 0.0% | 0.0% | 25 | -45,180 | -8.75% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 414,441 | 2,387 | 0.0% | 0.0% | 26 | +132,725 | 47.11% | Q4 2025 | Feb 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 409,878 | 2,360 | 0.02% | 0.04% | 27 | -229,910 | -35.94% | Q4 2025 | Feb 17, 2026 |
| Sendero Wealth Management, LLC | History | No change | 390,797 | 2,250 | 0.25% | 0.29% | 28 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 385,874 | 2,222 | 0.0% | 0.0% | 29 | +278,418 | 259.1% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 369,965 | 2,129 | 0.04% | — | 30 | +369,965 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 369,226 | 2,126 | 0.0% | 0.0% | 31 | +92,008 | 33.19% | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 345,009 | 1,987 | 0.0% | 0.0% | 32 | +320,009 | 1280.04% | Q4 2025 | Feb 12, 2026 |
| Private Capital Management, LLC | History | Reduced | 327,500 | 1,886 | 0.17% | 0.19% | 33 | -2,500 | -0.76% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 322,704 | 1,859 | 0.0% | 0.01% | 34 | -1,993,363 | -86.07% | Q4 2025 | Feb 19, 2026 |
| Trexquant Investment LP | History | New | 319,530 | 1,840 | 0.02% | — | 35 | +319,530 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 317,801 | 1,830 | 0.0% | — | 36 | +317,801 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 246,352 | 1,418 | 0.0% | — | 37 | +246,352 | New | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 240,597 | 1,385 | 0.03% | 0.04% | 38 | -26,942 | -10.07% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 236,927 | 1,364 | 0.0% | 0.0% | 39 | +19,660 | 9.05% | Q4 2025 | Feb 19, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Reduced | 187,296 | 1,078 | 0.35% | 0.42% | 40 | -33,993 | -15.36% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 177,869 | 1,024 | 0.0% | 0.0% | 41 | -23,464 | -11.65% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 173,200 | 997 | 0.39% | 0.42% | 42 | +5,800 | 3.46% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,982 | 973 | 0.0% | 0.0% | 43 | +55,631 | 49.08% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 167,640 | 965 | 0.0% | 0.0% | 44 | +32,338 | 23.9% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 161,572 | 930 | 0.0% | 0.0% | 45 | +981 | 0.61% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | No change | 149,031 | 858 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 138,558 | 798 | 0.0% | 0.0% | 47 | -3,133 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 134,100 | 772 | 0.0% | 0.0% | 48 | +4,800 | 3.71% | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 127,760 | 739 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 117,189 | 675 | 0.0% | 0.0% | 50 | +11,442 | 10.82% | Q4 2025 | Feb 13, 2026 |
| Biondo Investment Advisors, LLC | History | Reduced | 105,000 | 604 | 0.07% | 0.09% | 51 | -1,000 | -0.94% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Added to | 94,300 | 543 | 0.0% | 0.0% | 52 | +4,900 | 5.48% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 93,975 | 541 | 0.0% | 0.0% | 53 | +9,070 | 10.68% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | New | 92,094 | 530 | 0.21% | — | 54 | +92,094 | New | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 90,770 | 522 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 86,428 | 497 | 0.02% | 0.02% | 56 | +1,197 | 1.4% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 84,842 | 488 | 0.0% | 0.0% | 57 | +26,791 | 46.15% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 83,812 | 482 | 0.0% | 0.0% | 58 | +31,381 | 59.85% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 82,815 | 477 | 0.0% | 0.0% | 59 | -59,904 | -41.97% | Q4 2025 | Jan 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 82,012 | 472 | 0.04% | 0.07% | 60 | -52,455 | -39.01% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 73,320 | 422 | 0.0% | 0.0% | 61 | -16,047 | -17.96% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 70,700 | 407 | 0.0% | — | 62 | +70,700 | New | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 68,000 | 391 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 65,546 | 377 | 0.0% | 0.0% | 64 | +4,620 | 7.58% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 63,807 | 367 | 0.0% | 0.0% | 65 | -363,195 | -85.06% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 63,687 | 366 | 0.0% | 0.0% | 66 | -1,550 | -2.38% | Q4 2025 | Feb 04, 2026 |
| Verition Fund Management LLC | History | Reduced | 62,996 | 362 | 0.0% | 0.0% | 67 | -35,124 | -35.8% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 61,963 | 356 | 0.0% | 0.0% | 68 | -42 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 60,973 | 351 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | Added to | 56,316 | 324 | 0.0% | 0.0% | 70 | +9,085 | 19.24% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 55,498 | 319 | 0.0% | — | 71 | +55,498 | New | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 54,949 | 316 | 0.01% | 0.0% | 72 | +31,197 | 131.34% | Q4 2025 | Feb 17, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 51,305 | 295 | 0.02% | — | 73 | +51,305 | New | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | Added to | 48,209 | 277 | 0.01% | 0.0% | 74 | +35,724 | 286.14% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 46,381 | 267 | 0.0% | 0.0% | 75 | -13,578 | -22.65% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | New | 46,029 | 265 | 0.13% | — | 76 | +46,029 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,358 | 256 | 0.0% | 0.0% | 77 | +8,705 | 24.42% | Q4 2025 | Jan 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 43,481 | 250 | 0.0% | 0.0% | 78 | -292 | -0.67% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 42,749 | 246 | 0.0% | 0.0% | 79 | +29,739 | 228.59% | Q4 2025 | Jan 27, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 42,191 | 243 | 0.01% | 0.01% | 80 | -35,054 | -45.38% | Q4 2025 | Feb 17, 2026 |
| nVerses Capital, LLC | History | New | 40,206 | 231 | 0.52% | — | 81 | +40,206 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 38,626 | 222 | 0.0% | — | 82 | +38,626 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,695 | 212 | 0.0% | 0.0% | 83 | +4,898 | 15.4% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 34,938 | 201 | 0.0% | — | 84 | +34,938 | New | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | No change | 35,000 | 201 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 30,231 | 174 | 0.0% | 0.0% | 86 | +4,009 | 15.29% | Q4 2025 | Jan 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 28,726 | 168 | 0.0% | 0.0% | 87 | -49,412 | -63.24% | Q4 2025 | Feb 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 28,800 | 165 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 27,952 | 161 | 0.0% | 0.0% | 89 | +7,304 | 35.37% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 27,817 | 160 | 0.0% | — | 90 | +27,817 | New | Q4 2025 | Feb 17, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | Reduced | 27,359 | 158 | 0.11% | 0.14% | 91 | -5,454 | -16.62% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 26,669 | 153 | 0.0% | 0.0% | 92 | +591 | 2.27% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 25,346 | 145 | 0.0% | 0.0% | 93 | -299 | -1.17% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,782 | 142 | 0.0% | 0.0% | 94 | -10,397 | -29.55% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 24,360 | 140 | 0.01% | 0.0% | 95 | +9,360 | 62.4% | Q4 2025 | Jan 30, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 23,972 | 138 | 0.06% | — | 96 | +23,972 | New | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 21,413 | 123 | 0.0% | — | 97 | +21,413 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 18,962 | 109 | 0.01% | — | 98 | +18,962 | New | Q4 2025 | Feb 17, 2026 |
| Olympiad Research LP | History | New | 18,962 | 109 | 0.29% | — | 100 | +18,962 | New | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 18,966 | 109 | 0.0% | 0.0% | 99 | -1,139 | -5.67% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 18,435 | 106 | 0.0% | — | 101 | +18,435 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 17,624 | 101 | 0.0% | 0.0% | 102 | +12,301 | 231.09% | Q4 2025 | Feb 17, 2026 |
| R Squared Ltd | History | Reduced | 16,545 | 95 | 0.04% | 0.05% | 103 | -841 | -4.84% | Q4 2025 | Jan 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,220 | 93 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | No change | 16,000 | 92 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Abel Hall, LLC | History | New | 15,864 | 91 | 0.02% | — | 106 | +15,864 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 15,454 | 89 | 0.0% | 0.0% | 107 | +2,793 | 22.06% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,000 | 86 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,600 | 84 | 0.0% | 0.0% | 109 | +3,000 | 25.86% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,209 | 81 | 0.0% | 0.0% | 110 | -5,363 | -27.4% | Q4 2025 | Feb 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,897 | 74 | 0.0% | — | 111 | +12,897 | New | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,572 | 72 | 0.0% | 0.0% | 112 | +1,995 | 18.86% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,870 | 68 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,630 | 67 | 0.02% | — | 114 | +11,630 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,552 | 66 | 0.0% | 0.0% | 115 | -24,119 | -67.62% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 11,000 | 63 | 0.0% | 0.0% | 116 | +692 | 6.71% | Q4 2025 | Feb 06, 2026 |
| Oak Thistle LLC | History | New | 10,065 | 57 | 0.01% | — | 117 | +10,065 | New | Q4 2025 | Jan 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,872 | 51 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,720 | 38 | 0.0% | 0.0% | 119 | +3,390 | 101.8% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 6,384 | 37 | 0.0% | 0.0% | 120 | +1,196 | 23.05% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,154 | 35 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,085 | 29 | 0.0% | 0.0% | 122 | +14 | 0.28% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | New | 4,804 | 27 | 0.0% | — | 123 | +4,804 | New | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 3,851 | 22 | 0.0% | — | 125 | +3,851 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 3,847 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,474 | 20 | 0.0% | 0.0% | 126 | -685 | -16.47% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,675 | 15 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,894 | 11 | 0.0% | 0.0% | 128 | -197 | -9.42% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,539 | 8 | 0.0% | 0.0% | 130 | -1,006 | -39.53% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,314 | 8 | 0.0% | 0.0% | 129 | +403 | 44.24% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,300 | 7 | 0.0% | 0.0% | 131 | -22 | -1.66% | Q4 2025 | Jan 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,171 | 6 | 0.0% | 0.0% | 132 | +192 | 19.61% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | Added to | 949 | 5 | 0.0% | 0.0% | 133 | +510 | 116.17% | Q4 2025 | Jan 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 722 | 4 | 0.0% | 0.0% | 135 | +400 | 124.22% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 728 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | New | 608 | 3 | 0.0% | — | 137 | +608 | New | Q4 2025 | Mar 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 537 | 3 | 0.0% | 0.0% | 136 | +7 | 1.32% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 679 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 679 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 409 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 346 | 1 | 0.0% | 0.0% | 146 | -606 | -63.66% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | New | 333 | 1 | 0.0% | — | 143 | +333 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 248 | 1 | 0.0% | — | 144 | +248 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 233 | 1 | 0.0% | — | 145 | +138 | 145.26% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 345 | 1 | 0.0% | 0.0% | 147 | +88 | 34.24% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 196 | 1 | 0.0% | 0.0% | 142 | +31 | 18.79% | Q4 2025 | Feb 10, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -649,076 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -304,445 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,984 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -37,504 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,028 | -100.0% | Q3 2025 | Nov 05, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,052 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arbor Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,260 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -14,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,037 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,186 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | Reduced | 10 | 0 | — | 0.0% | — | -822 | -98.8% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 50 | 0 | — | — | — | +23 | 85.19% | Q4 2025 | Feb 03, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 141 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |