DELUXE CORP - DLX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,730,813 | 150,299 | 0.0% | 0.0% | 1 | +156,378 | 2.38% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,955,732 | 110,661 | 0.0% | 0.0% | 2 | +35,030 | 0.71% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 2,915,349 | 65,099 | 0.0% | 0.0% | 3 | +25,202 | 0.87% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,652,098 | 59,222 | 0.01% | 0.01% | 4 | +57,743 | 2.23% | Q4 2025 | Feb 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 2,080,804 | 46,464 | 0.89% | 0.8% | 5 | +8,823 | 0.43% | Q4 2025 | Jan 23, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,930,885 | 43,117 | 0.09% | 0.08% | 6 | +113,026 | 6.22% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,109,656 | 24,778 | 0.0% | 0.0% | 7 | +136,139 | 13.98% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,053,704 | 23,532 | 0.0% | 0.0% | 8 | -12,208 | -1.15% | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 799,569 | 17,854 | 0.02% | 0.02% | 9 | -27,060 | -3.27% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 726,179 | 16,215 | 0.0% | 0.0% | 10 | +61,058 | 9.18% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 719,456 | 16,065 | 0.0% | 0.0% | 11 | -44,667 | -5.85% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 681,181 | 15,210 | 0.0% | 0.0% | 12 | +246,767 | 56.8% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 678,834 | 15,158 | 0.01% | 0.01% | 13 | -567,304 | -45.52% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 648,113 | 14,472 | 0.01% | 0.01% | 14 | -93,646 | -12.62% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 627,010 | 14,002 | 0.0% | — | 15 | +627,010 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 620,169 | 13,848 | 0.0% | 0.0% | 16 | +13,013 | 2.14% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 613,083 | 13,690 | 0.01% | 0.01% | 17 | +9,914 | 1.64% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 586,598 | 13,098 | 0.27% | 0.26% | 18 | -52,600 | -8.23% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 501,159 | 11,190 | 0.0% | 0.0% | 19 | -21,695 | -4.15% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 356,984 | 7,971 | 0.02% | 0.02% | 20 | +14,171 | 4.13% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 318,519 | 7,112 | 0.0% | 0.0% | 21 | +8,522 | 2.75% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 277,519 | 6,196 | 0.0% | 0.0% | 22 | -33,130 | -10.66% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 214,478 | 4,789 | 0.0% | 0.0% | 23 | -2,204 | -1.02% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 214,381 | 4,787 | 0.03% | 0.02% | 24 | +35,615 | 19.92% | Q4 2025 | Feb 11, 2026 |
| ICON ADVISERS INC/CO | History | New | 210,000 | 4,689 | 1.01% | — | 25 | +210,000 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 192,277 | 4,293 | 0.01% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 167,006 | 3,729 | 0.0% | 0.0% | 27 | +20,239 | 13.79% | Q4 2025 | Feb 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 160,159 | 3,576 | 0.05% | 0.01% | 28 | +114,144 | 248.06% | Q4 2025 | Feb 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 155,523 | 3,472 | 0.01% | 0.01% | 29 | -19,537 | -11.16% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 146,676 | 3,275 | 0.0% | 0.0% | 30 | +4,469 | 3.14% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 144,120 | 3,218 | 0.01% | 0.0% | 31 | -2,336 | -1.6% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 138,540 | 3,093 | 0.02% | — | 32 | +138,540 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 134,913 | 3,012 | 0.0% | 0.0% | 33 | -22,890 | -14.51% | Q4 2025 | Jan 29, 2026 |
| Allianz Asset Management GmbH | History | Added to | 134,207 | 2,996 | 0.0% | 0.0% | 34 | +45,941 | 52.05% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 130,109 | 2,905 | 0.0% | 0.0% | 35 | -200 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 128,823 | 2,876 | 0.05% | 0.03% | 36 | +42,166 | 48.66% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 127,282 | 2,842 | 0.0% | 0.0% | 37 | -6,973 | -5.19% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 126,919 | 2,834 | 0.0% | 0.0% | 38 | +93,644 | 281.42% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 124,220 | 2,779 | 0.0% | 0.0% | 39 | +166 | 0.13% | Q4 2025 | Jan 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 121,076 | 2,704 | 0.0% | 0.0% | 40 | +120,532 | 22156.62% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 115,584 | 2,580 | 0.0% | 0.0% | 41 | -2,237 | -1.9% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 100,923 | 2,253 | 0.01% | 0.01% | 42 | -5,759 | -5.4% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 97,273 | 2,172 | 0.0% | 0.0% | 43 | -5,349 | -5.21% | Q4 2025 | Feb 17, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 94,863 | 2,118 | 0.04% | 0.03% | 44 | -1,216 | -1.27% | Q4 2025 | Jan 14, 2026 |
| Swiss National Bank | History | Added to | 88,500 | 1,976 | 0.0% | 0.0% | 45 | +2,700 | 3.15% | Q4 2025 | Feb 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 86,908 | 1,940 | 0.02% | 0.02% | 46 | -12,322 | -12.42% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 85,660 | 1,912 | 0.0% | 0.0% | 47 | -1,865 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 83,698 | 1,868 | 0.0% | 0.0% | 48 | +3,255 | 4.05% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 79,906 | 1,784 | 0.0% | 0.0% | 49 | -37,309 | -31.83% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 66,040 | 1,743 | 0.01% | 0.0% | 50 | +23,103 | 53.81% | Q4 2025 | Feb 18, 2026 |
| CITIGROUP INC | History | Added to | 77,766 | 1,736 | 0.0% | 0.0% | 51 | +56,025 | 257.69% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 77,419 | 1,728 | 0.0% | 0.0% | 52 | +14,943 | 23.92% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 77,293 | 1,725 | 0.0% | 0.0% | 53 | +35,660 | 85.65% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 75,102 | 1,677 | 0.0% | 0.0% | 54 | +1,196 | 1.62% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74,930 | 1,673 | 0.0% | 0.0% | 55 | -1,133 | -1.49% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 68,187 | 1,522 | 0.0% | 0.0% | 56 | +48,168 | 240.61% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,644 | 1,443 | 0.0% | 0.0% | 57 | +45,544 | 238.45% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 62,125 | 1,387 | 0.0% | 0.0% | 58 | -2,394 | -3.71% | Q4 2025 | Feb 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 58,908 | 1,334 | 0.0% | — | 59 | +58,908 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 57,277 | 1,278 | 0.01% | 0.0% | 60 | +33,050 | 136.42% | Q4 2025 | Feb 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 56,845 | 1,269 | 0.06% | 0.09% | 61 | -2,797 | -4.69% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 55,700 | 1,243 | 0.0% | 0.0% | 62 | -32,300 | -36.7% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 54,420 | 1,217 | 0.0% | 0.0% | 63 | +14,941 | 37.85% | Q4 2025 | Mar 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 54,369 | 1,214 | 0.01% | 0.01% | 64 | +1,202 | 2.26% | Q4 2025 | Feb 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 54,004 | 1,205 | 0.0% | 0.0% | 65 | -5,150 | -8.71% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 53,638 | 1,197 | 0.0% | 0.0% | 66 | +2,093 | 4.06% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,331 | 1,123 | 0.0% | 0.0% | 67 | +1,189 | 2.42% | Q4 2025 | Feb 11, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 50,208 | 1,121 | 0.64% | 0.57% | 68 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mork Capital Management, LLC | History | Reduced | 48,540 | 1,083 | 0.66% | 1.19% | 69 | -40,660 | -45.58% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 48,223 | 1,076 | 0.01% | 0.01% | 70 | +15,085 | 45.52% | Q4 2025 | Feb 17, 2026 |
| Round Hill Asset Management | History | Reduced | 46,292 | 1,033 | 0.65% | 0.59% | 71 | -216 | -0.46% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 43,400 | 969 | 0.01% | 0.01% | 72 | -4,100 | -8.63% | Q4 2025 | Feb 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 42,141 | 940 | 0.0% | 0.0% | 73 | -15,441 | -26.82% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 40,839 | 911 | 0.0% | 0.0% | 74 | -31 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Versor Investments LP | History | Added to | 39,681 | 886 | 0.14% | 0.04% | 75 | +28,900 | 268.06% | Q4 2025 | Feb 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 39,306 | 878 | 0.0% | 0.0% | 76 | -4,666 | -10.61% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 39,284 | 877 | 0.05% | 0.02% | 78 | +23,109 | 142.87% | Q4 2025 | Feb 09, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 39,277 | 877 | 0.01% | 0.01% | 77 | -4,329 | -9.93% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 38,512 | 859 | 0.0% | 0.0% | 79 | -4,308 | -10.06% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,302 | 832 | 0.0% | 0.0% | 80 | +1,872 | 5.28% | Q4 2025 | Feb 11, 2026 |
| ALPS ADVISORS INC | History | No change | 36,981 | 825 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 35,580 | 794 | 0.0% | — | 82 | +35,580 | New | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 34,556 | 771 | 0.01% | 0.0% | 83 | +1,308 | 3.93% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 34,500 | 770 | 0.0% | — | 84 | +34,500 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 33,809 | 755 | 0.0% | 0.0% | 85 | -2,711 | -7.42% | Q4 2025 | Jan 26, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 33,733 | 753 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 33,030 | 738 | 0.0% | 0.0% | 87 | +6,570 | 24.83% | Q4 2025 | Jan 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,818 | 710 | 0.0% | 0.0% | 88 | +5,261 | 19.81% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,003 | 692 | 0.0% | 0.0% | 89 | -1,454 | -4.48% | Q4 2025 | Feb 05, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 30,716 | 685 | 0.49% | 0.41% | 90 | +1,033 | 3.48% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 30,635 | 684 | 0.11% | 0.11% | 91 | -5,440 | -15.08% | Q4 2025 | Jan 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 29,465 | 666 | 0.0% | 0.0% | 92 | -92 | -0.31% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 29,800 | 665 | 0.0% | — | 93 | +29,800 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 27,716 | 618 | 0.01% | 0.0% | 94 | +5,130 | 22.71% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,758 | 597 | 0.0% | 0.0% | 95 | +12 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Kendall Capital Management | History | Reduced | 26,661 | 595 | 0.12% | 0.13% | 96 | -2,225 | -7.7% | Q4 2025 | Jan 16, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 26,590 | 593 | 0.51% | 0.43% | 97 | +1,300 | 5.14% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 25,289 | 564 | 0.0% | 0.0% | 98 | +1,583 | 6.68% | Q4 2025 | Feb 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 25,291 | 560 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,173 | 535 | 0.0% | 0.0% | 100 | -1,042 | -4.13% | Q4 2025 | Jan 08, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 23,900 | 533 | 0.06% | 0.09% | 101 | -15,800 | -39.8% | Q4 2025 | Feb 03, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 23,226 | 518 | 0.01% | — | 102 | +23,226 | New | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 22,589 | 504 | 0.0% | 0.0% | 103 | -13,278 | -37.02% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 22,539 | 503 | 0.01% | 0.01% | 104 | -1,503 | -6.25% | Q4 2025 | Feb 11, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 22,278 | 497 | 0.01% | — | 105 | +22,278 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 21,511 | 480 | 0.0% | 0.0% | 106 | +3,914 | 22.24% | Q4 2025 | Jan 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,958 | 468 | 0.0% | 0.0% | 107 | -94 | -0.45% | Q4 2025 | Feb 05, 2026 |
| Louisiana State Employees Retirement System | History | No change | 20,600 | 459 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 20,531 | 458 | 0.0% | 0.0% | 109 | -27 | -0.13% | Q4 2025 | Feb 17, 2026 |
| Banque Cantonale Vaudoise | History | No change | 19,795 | 442 | 0.02% | 0.01% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ExodusPoint Capital Management, LP | History | New | 19,581 | 437 | 0.0% | — | 111 | +19,581 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 18,772 | 419 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 18,573 | 415 | 0.0% | 0.0% | 113 | -775 | -4.01% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 18,300 | 408 | 0.01% | 0.0% | 114 | +7,100 | 63.39% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 18,010 | 402 | 0.0% | 0.0% | 115 | +5 | 0.03% | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 18,000 | 401 | 0.0% | — | 116 | +18,000 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 17,496 | 390 | 0.0% | 0.0% | 117 | -14,833 | -45.88% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,400 | 388 | 0.0% | 0.0% | 118 | -97,503 | -84.86% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,654 | 371 | 0.0% | 0.0% | 119 | -2,503 | -13.07% | Q4 2025 | Feb 17, 2026 |
| Optimize Financial Inc | History | Added to | 16,478 | 367 | 0.18% | 0.16% | 120 | +236 | 1.45% | Q4 2025 | Feb 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 15,168 | 338 | 0.0% | 0.0% | 121 | +2,739 | 22.04% | Q4 2025 | Feb 12, 2026 |
| Minerva Advisors LLC | History | No change | 13,900 | 310 | 0.21% | 0.17% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMALGAMATED BANK | History | Added to | 13,252 | 296 | 0.0% | 0.0% | 123 | +151 | 1.15% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,203 | 294 | 0.0% | — | 124 | +13,203 | New | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | New | 13,120 | 292 | 0.09% | — | 125 | +13,120 | New | Q4 2025 | Jan 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,197 | 288 | 0.0% | 0.0% | 126 | -1,727 | -12.4% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Reduced | 12,499 | 279 | 0.0% | 0.0% | 129 | -740 | -5.59% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,510 | 279 | 0.0% | 0.0% | 128 | -94 | -0.75% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 12,530 | 279 | 0.02% | 0.01% | 127 | -9 | -0.07% | Q4 2025 | Feb 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 12,562 | 278 | 0.0% | 0.0% | 130 | -1,284 | -9.27% | Q4 2025 | Feb 03, 2026 |
| DGS Capital Management, LLC | History | New | 12,127 | 270 | 0.05% | — | 133 | +12,127 | New | Q4 2025 | Feb 24, 2026 |
| Brooklyn Investment Group | History | New | 11,771 | 270 | 0.01% | — | 132 | +11,771 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,104 | 270 | 0.0% | 0.0% | 131 | -668 | -5.23% | Q4 2025 | Feb 18, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 11,408 | 254 | 0.01% | 0.0% | 134 | -3,691 | -24.45% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 11,324 | 253 | 0.0% | 0.0% | 135 | -1,348 | -10.64% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,355 | 253 | 0.0% | 0.0% | 136 | +565 | 5.24% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,142 | 248 | 0.0% | 0.0% | 137 | -289 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,897 | 243 | 0.0% | 0.0% | 138 | -1,914 | -14.94% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,770 | 240 | 0.01% | 0.0% | 139 | +9,351 | 658.99% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Reduced | 10,593 | 236 | 0.03% | 0.05% | 140 | -10,461 | -49.69% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | New | 10,467 | 233 | 0.0% | — | 141 | +10,467 | New | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,320 | 230 | 0.0% | 0.0% | 142 | +200 | 1.98% | Q4 2025 | Feb 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 10,209 | 227 | 0.0% | 0.0% | 143 | -319 | -3.03% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,098 | 225 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| City Center Advisors, LLC | History | Reduced | 9,874 | 220 | 0.2% | 0.21% | 145 | -1,466 | -12.93% | Q4 2025 | Jan 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,600 | 214 | 0.0% | 0.0% | 146 | +1,600 | 20.0% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 9,183 | 205 | 0.0% | — | 147 | +9,183 | New | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | New | 9,007 | 201 | 0.0% | — | 148 | +9,007 | New | Q4 2025 | Feb 04, 2026 |
| FMR LLC | History | Added to | 6,541 | 146 | 0.0% | 0.0% | 149 | +2,517 | 62.55% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,207 | 116 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 5,096 | 113 | 0.02% | — | 151 | +5,096 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,554 | 101 | 0.0% | 0.0% | 152 | -1,278 | -21.91% | Q4 2025 | Jan 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,461 | 99 | 0.0% | 0.0% | 153 | -6,600 | -59.67% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | Reduced | 4,046 | 90 | 0.04% | 0.04% | 154 | -714 | -15.0% | Q4 2025 | Mar 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,874 | 86 | 0.0% | 0.0% | 155 | -1,083 | -21.85% | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | No change | 3,845 | 85 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,697 | 82 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,101 | 69 | 0.0% | 0.0% | 158 | +12 | 0.39% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,081 | 68 | 0.0% | 0.0% | 159 | +26 | 0.85% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,993 | 66 | 0.0% | 0.0% | 160 | +13 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 2,950 | 65 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,550 | 56 | 0.0% | 0.0% | 162 | -503 | -16.48% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,179 | 48 | 0.0% | 0.0% | 163 | +552 | 33.93% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,000 | 44 | 0.0% | — | 164 | +2,000 | New | Q4 2025 | Jan 27, 2026 |
| STRS OHIO | History | No change | 1,900 | 42 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 1,738 | 38 | 0.0% | — | 166 | +1,691 | 3597.87% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,500 | 33 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,452 | 32 | 0.0% | 0.0% | 168 | +21 | 1.47% | Q4 2025 | Feb 06, 2026 |
| GROUP ONE TRADING LLC | History | New | 1,379 | 30 | 0.0% | — | 169 | +1,379 | New | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,310 | 29 | 0.0% | 0.0% | 170 | -21 | -1.58% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,275 | 28 | 0.0% | 0.0% | 171 | +800 | 168.42% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | New | 1,000 | 22 | 0.0% | — | 172 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 978 | 21 | 0.0% | — | 173 | +978 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 870 | 19 | 0.01% | — | 175 | +870 | New | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | No change | 868 | 19 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 819 | 18 | 0.0% | 0.0% | 176 | -1,198 | -59.4% | Q4 2025 | Jan 08, 2026 |
| Triumph Capital Management | History | New | 738 | 16 | 0.0% | — | 178 | +738 | New | Q4 2025 | Feb 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 732 | 16 | 0.01% | — | 180 | +732 | New | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 758 | 16 | 0.0% | — | 179 | +729 | 2513.79% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 723 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 700 | 15 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 539 | 12 | 0.0% | 0.0% | 182 | +462 | 600.0% | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | No change | 546 | 12 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 536 | 11 | 0.0% | — | 185 | +536 | New | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | New | 499 | 11 | 0.0% | — | 186 | +499 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 473 | 11 | 0.0% | 0.0% | 184 | -8 | -1.66% | Q4 2025 | Jan 20, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 450 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 384 | 9 | 0.0% | 0.0% | 188 | +355 | 1224.14% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 425 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | No change | 422 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 377 | 8 | 0.0% | 0.0% | 191 | +5 | 1.34% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 358 | 7 | 0.0% | 0.0% | 193 | +138 | 62.73% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | No change | 352 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 259 | 5 | 0.0% | 0.0% | 194 | +30 | 13.1% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 244 | 5 | 0.0% | 0.0% | 195 | +4 | 1.67% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 200 | 4 | 0.0% | 0.0% | 197 | -100 | -33.33% | Q4 2025 | Jan 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 211 | 4 | 0.0% | 0.0% | 196 | +65 | 44.52% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 150 | 3 | 0.0% | 0.01% | 199 | -44,809 | -99.67% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 150 | 3 | 0.0% | 0.0% | 201 | -300 | -66.67% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 200 | 3 | 0.0% | — | 198 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 134 | 3 | 0.0% | — | 200 | +134 | New | Q4 2025 | Jan 21, 2026 |
| Bare Financial Services, Inc | History | No change | 137 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 106 | 2 | 0.0% | — | 208 | +106 | New | Q4 2025 | Feb 17, 2026 |
| Olistico Wealth, LLC | History | New | 100 | 2 | 0.0% | — | 206 | +100 | New | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 123 | 2 | 0.0% | 0.0% | 205 | +55 | 80.88% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 128 | 2 | 0.0% | 0.0% | 204 | +30 | 30.61% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 130 | 2 | 0.0% | 0.0% | 203 | +10 | 8.33% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 79 | 1 | 0.0% | — | 209 | +30 | 61.22% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 75 | 1 | 0.0% | 0.0% | 213 | -18 | -19.35% | Q4 2025 | Feb 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 210 | -14 | -19.18% | Q4 2025 | Jan 21, 2026 |
| Covestor Ltd | History | Reduced | 54 | 1 | 0.0% | 0.0% | 212 | -11 | -16.92% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50 | 1 | 0.0% | — | 211 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -245,798 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -104,139 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -74,304 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -37,901 | -100.0% | Q3 2025 | Oct 31, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -33,942 | -100.0% | Q3 2025 | Nov 17, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,500 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -29,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -26,241 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,330 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,196 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -440 | -97.78% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -268 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cornerstone Financial Management LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 23, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q4 2025 | Feb 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Costello Asset Management, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |