HACKETT GROUP, INC. - HCKT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | History | Added to | 2,963,482 | 38,554 | 0.38% | 0.53% | 1 | +321,195 | 12.16% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 1,961,581 | 38,505 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,087,670 | 27,160 | 0.0% | 0.0% | 3 | +24,761 | 1.2% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 995,175 | 12,947 | 0.0% | — | 4 | +995,175 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 900,128 | 11,710 | 0.02% | 0.03% | 5 | -114,511 | -11.29% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 863,283 | 11,231 | 0.0% | 0.0% | 6 | +461,311 | 114.76% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 805,353 | 10,566 | 0.0% | 0.0% | 7 | +57,351 | 7.67% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 809,708 | 10,534 | 0.0% | 0.0% | 8 | -39,546 | -4.66% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 798,926 | 10,394 | 0.01% | 0.01% | 9 | +322,776 | 67.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 796,382 | 10,360 | 0.0% | 0.0% | 10 | -18,674 | -2.29% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 775,179 | 10,085 | 0.0% | — | 11 | +775,179 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 462,000 | 9,069 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 669,085 | 8,704 | 0.0% | 0.0% | 13 | +26,929 | 4.19% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 593,358 | 7,721 | 0.0% | 0.0% | 14 | -51,560 | -7.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 536,437 | 6,979 | 0.0% | 0.0% | 15 | +124,445 | 30.21% | Q1 2026 | May 05, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 526,257 | 6,846 | 0.12% | 0.15% | 16 | +70,461 | 15.46% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 445,800 | 5,799 | 0.33% | 0.49% | 17 | +18,747 | 4.39% | Q1 2026 | May 15, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 425,568 | 5,536 | 0.06% | 0.09% | 18 | -2,631 | -0.61% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 358,763 | 4,667 | 0.0% | 0.0% | 19 | -46,992 | -11.58% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 269,212 | 3,502 | 0.0% | 0.01% | 20 | -159,820 | -37.25% | Q1 2026 | May 08, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 266,919 | 3,472 | 0.01% | 0.03% | 21 | -101,859 | -27.62% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 229,825 | 2,990 | 0.0% | 0.0% | 22 | -1,886 | -0.81% | Q1 2026 | May 14, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 225,663 | 2,935 | 2.93% | 4.33% | 23 | -8,000 | -3.42% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 201,425 | 2,620 | 0.0% | 0.0% | 24 | -10,980 | -5.17% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 199,993 | 2,601 | 0.0% | 0.0% | 25 | +169,420 | 554.15% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Added to | 197,285 | 2,566 | 0.56% | 0.6% | 26 | +24,912 | 14.45% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 194,833 | 2,534 | 0.0% | 0.0% | 27 | -1,188 | -0.61% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 176,013 | 2,289 | 0.0% | — | 28 | +176,013 | New | Q1 2026 | May 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 174,618 | 2,271 | 0.24% | 0.36% | 29 | +10,220 | 6.22% | Q1 2026 | Apr 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 167,304 | 2,176 | 0.0% | — | 30 | +167,304 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 166,458 | 2,166 | 0.0% | 0.0% | 31 | +102,638 | 160.82% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 155,665 | 2,025 | 0.0% | 0.0% | 32 | -118,742 | -43.27% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 144,184 | 1,875 | 0.0% | 0.0% | 33 | +17,046 | 13.41% | Q1 2026 | May 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 135,116 | 1,757 | 0.17% | 0.19% | 34 | +37,296 | 38.13% | Q1 2026 | Apr 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 124,865 | 1,624 | 0.0% | — | 35 | +124,865 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 119,800 | 1,559 | 0.0% | 0.0% | 36 | +38,400 | 47.17% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | Added to | 118,800 | 1,545 | 0.0% | 0.0% | 37 | +10,500 | 9.7% | Q1 2026 | May 11, 2026 |
| Potomac Capital Management, Inc. | History | New | 117,104 | 1,523 | 1.32% | — | 38 | +117,104 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 114,789 | 1,493 | 0.0% | 0.0% | 39 | +70,216 | 157.53% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 102,083 | 1,328 | 0.13% | — | 40 | +102,083 | New | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 93,653 | 1,218 | 0.07% | 0.07% | 41 | +15,712 | 20.16% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 89,129 | 1,159 | 0.0% | 0.0% | 42 | +3,866 | 4.53% | Q1 2026 | May 05, 2026 |
| EJF Capital LP | History | No change | 85,000 | 1,105 | 0.78% | 0.95% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 81,127 | 1,056 | 0.0% | 0.0% | 44 | +16,737 | 25.99% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 76,921 | 1,000 | 0.15% | 0.23% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 76,791 | 999 | 0.0% | 0.0% | 46 | -85,051 | -52.55% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 73,678 | 958 | 0.0% | 0.0% | 47 | +640 | 0.88% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | No change | 71,325 | 927 | 0.06% | 0.09% | 48 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 70,085 | 912 | 0.07% | 0.11% | 49 | +989 | 1.43% | Q1 2026 | Apr 28, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 67,542 | 878 | 0.19% | 0.23% | 50 | +15,152 | 28.92% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | New | 67,362 | 876 | 0.01% | — | 51 | +67,362 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 64,621 | 840 | 0.0% | 0.0% | 52 | +9,414 | 17.05% | Q1 2026 | May 13, 2026 |
| Values First Advisors, Inc. | History | Added to | 63,350 | 824 | 0.43% | 0.63% | 53 | +1,734 | 2.81% | Q1 2026 | Apr 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 62,671 | 815 | 0.0% | 0.0% | 54 | -522 | -0.83% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,863 | 713 | 0.0% | 0.0% | 55 | -5,449 | -9.03% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 650 | 0.05% | 0.07% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 48,800 | 634 | 0.0% | 0.0% | 57 | +6,790 | 16.16% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | No change | 48,092 | 625 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 45,940 | 597 | 0.0% | 0.0% | 59 | -42 | -0.09% | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 42,503 | 552 | 0.0% | 0.0% | 60 | +11,260 | 36.04% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 41,270 | 537 | 0.03% | 0.12% | 61 | -30,089 | -42.17% | Q1 2026 | May 08, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 40,681 | 529 | 0.04% | 0.47% | 62 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,579 | 521 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 38,683 | 503 | 0.0% | 0.0% | 64 | +737 | 1.94% | Q1 2026 | May 13, 2026 |
| Haven Private, LLC | History | Reduced | 37,508 | 487 | 0.21% | 0.33% | 65 | -881 | -2.29% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,233 | 484 | 0.0% | 0.0% | 66 | -200 | -0.53% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,349 | 420 | 0.0% | 0.0% | 67 | -103,626 | -76.21% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 31,855 | 414 | 0.01% | 0.0% | 68 | +15,275 | 92.13% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 29,998 | 390 | 0.0% | 0.01% | 69 | -133,863 | -81.69% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 27,624 | 359 | 0.0% | — | 70 | +27,624 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 25,860 | 336 | 0.0% | — | 71 | +25,860 | New | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | New | 25,680 | 334 | 0.0% | — | 72 | +25,680 | New | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,791 | 296 | 0.0% | 0.0% | 73 | -187 | -0.81% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | New | 22,500 | 292 | 0.03% | — | 74 | +22,500 | New | Q1 2026 | Apr 20, 2026 |
| Hillsdale Investment Management Inc. | History | New | 22,058 | 286 | 0.01% | — | 75 | +22,058 | New | Q1 2026 | May 04, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 21,604 | 281 | 0.01% | 0.01% | 76 | -239 | -1.09% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 21,389 | 278 | 0.0% | 0.0% | 77 | +11,241 | 110.77% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 21,110 | 274 | 0.0% | 0.0% | 78 | -4,995 | -19.13% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Added to | 20,945 | 272 | 0.03% | 0.03% | 79 | +6,270 | 42.73% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,534 | 241 | 0.0% | 0.0% | 80 | -69,402 | -78.92% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 18,137 | 235 | 0.03% | — | 81 | +18,137 | New | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,604 | 229 | 0.0% | 0.0% | 82 | -747 | -4.07% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,464 | 227 | 0.0% | 0.0% | 83 | +4,802 | 37.92% | Q1 2026 | Apr 14, 2026 |
| CWC Advisors, LLC. | History | Added to | 16,216 | 210 | 0.1% | 0.15% | 84 | +794 | 5.15% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 16,135 | 209 | 0.0% | — | 85 | +16,135 | New | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 16,073 | 203 | 0.0% | 0.0% | 86 | -3,861 | -19.37% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 15,060 | 195 | 0.0% | 0.0% | 87 | -2,649 | -14.96% | Q1 2026 | May 13, 2026 |
| Williams & Novak, LLC | History | New | 13,591 | 175 | 0.13% | — | 88 | +13,591 | New | Q1 2026 | Apr 20, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 13,404 | 174 | 0.0% | 0.01% | 89 | -8,544 | -38.93% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 12,620 | 164 | 0.0% | 0.0% | 90 | +6,835 | 118.15% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 12,335 | 160 | 0.0% | 0.0% | 91 | -33,371 | -73.01% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 12,211 | 158 | 0.0% | 0.0% | 92 | +5,700 | 87.54% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 12,134 | 157 | 0.0% | — | 93 | +12,134 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,959 | 155 | 0.0% | 0.0% | 94 | +272 | 2.33% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 11,779 | 153 | 0.0% | — | 95 | +11,779 | New | Q1 2026 | May 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 11,732 | 152 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 11,637 | 151 | 0.0% | — | 97 | +11,637 | New | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | New | 11,297 | 146 | 0.0% | — | 98 | +11,297 | New | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,154 | 145 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | New | 11,142 | 144 | 0.0% | — | 100 | +11,142 | New | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,725 | 139 | 0.0% | — | 102 | +10,725 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,706 | 139 | 0.0% | 0.0% | 101 | -3,880 | -26.6% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,502 | 136 | 0.0% | — | 103 | +10,502 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,335 | 132 | 0.0% | 0.0% | 104 | -135,210 | -92.9% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,955 | 116 | 0.0% | — | 105 | +8,955 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 8,791 | 114 | 0.0% | 0.0% | 106 | +5,292 | 151.24% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,183 | 106 | 0.01% | 0.01% | 107 | +4,750 | 138.36% | Q1 2026 | Apr 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 7,611 | 99 | 0.0% | 0.0% | 108 | -1,800 | -19.13% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,931 | 90 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 4,409 | 86 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,908 | 76 | 0.0% | — | 111 | +5,908 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,388 | 70 | 0.0% | 0.0% | 112 | -784 | -12.7% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,200 | 68 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 5,000 | 65 | 0.01% | — | 114 | +5,000 | New | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,354 | 56 | 0.0% | 0.0% | 115 | +2,251 | 107.04% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 4,094 | 53 | 0.0% | — | 116 | +4,094 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,047 | 52 | 0.0% | 0.0% | 117 | +3,182 | 367.86% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,554 | 46 | 0.0% | 0.0% | 118 | +2,062 | 138.2% | Q1 2026 | May 08, 2026 |
| Copeland Capital Management, LLC | History | Added to | 3,573 | 46 | 0.0% | 0.0% | 119 | +274 | 8.31% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,418 | 44 | 0.0% | 0.0% | 120 | +2,939 | 613.57% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,147 | 40 | 0.0% | 0.0% | 121 | +1,009 | 47.19% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,879 | 37 | 0.0% | 0.0% | 122 | +2,181 | 312.46% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,467 | 32 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,346 | 30 | 0.0% | 0.0% | 124 | -1,640 | -41.14% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,130 | 27 | 0.0% | 0.0% | 125 | -4,233 | -66.53% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,471 | 18 | 0.0% | 0.0% | 126 | -4,385 | -74.88% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 1,401 | 18 | 0.01% | — | 127 | +1,387 | 9907.14% | Q1 2026 | May 21, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,332 | 17 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,257 | 16 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 1,156 | 15 | 0.0% | 0.0% | 130 | +108 | 10.31% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,124 | 14 | 0.0% | 0.0% | 131 | +74 | 7.05% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,143 | 14 | 0.0% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 908 | 11 | 0.0% | 0.0% | 133 | -147 | -13.93% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | No change | 817 | 11 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Reduced | 841 | 10 | 0.0% | 0.0% | 136 | -489 | -36.77% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 779 | 10 | 0.0% | 0.0% | 135 | +296 | 61.28% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 642 | 8 | 0.0% | — | 137 | +640 | 32000.0% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 637 | 8 | 0.0% | — | 138 | +637 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 581 | 7 | 0.0% | — | 139 | +581 | New | Q1 2026 | May 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 421 | 5 | 0.0% | — | 140 | +375 | 815.22% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 426 | 5 | 0.0% | 0.0% | 141 | +285 | 202.13% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 401 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 3 | 0.0% | 0.0% | 143 | -2,200 | -88.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 284 | 3 | 0.0% | 0.0% | 145 | -388 | -57.74% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 294 | 3 | 0.0% | — | 146 | +294 | New | Q1 2026 | Apr 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 245 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 220 | 2 | 0.0% | — | 153 | +220 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 200 | 2 | 0.0% | — | 152 | +200 | New | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 157 | 2 | 0.0% | — | 151 | +157 | New | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 172 | 2 | 0.0% | — | 148 | +156 | 975.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 212 | 2 | 0.0% | 0.0% | 147 | -85 | -28.62% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | No change | 168 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 114 | 1 | 0.0% | 0.03% | 156 | -6,318 | -98.23% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 116 | 1 | 0.0% | — | 157 | +116 | New | Q1 2026 | Apr 13, 2026 |
| Avion Wealth | History | Added to | 113 | 1 | 0.0% | — | 155 | +87 | 334.62% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 149 | 1 | 0.0% | 0.0% | 154 | -22 | -12.87% | Q1 2026 | May 07, 2026 |
| Trigran Investments, Inc. | History | Closed out | 0 | 0 | — | 2.02% | — | -521,758 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -88,763 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -74,653 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -61,324 | -100.0% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,557 | -100.0% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -56,913 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,310 | -100.0% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -44,671 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,373 | -100.0% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -24,789 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,270 | -100.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,517 | -100.0% | Q1 2026 | May 14, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,818 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,424 | -100.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,674 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -789 | -100.0% | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -640 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -514 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -56 | -63.64% | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q1 2026 | Apr 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 41 | 0 | — | 0.0% | — | -39 | -48.75% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 46 | 0 | — | — | — | +39 | 557.14% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | New | 39 | 0 | — | — | — | +39 | New | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | Apr 17, 2026 |
| Investors Portfolio Services LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 36 | 0 | — | 0.0% | — | -22 | -37.93% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | — | — | -12 | -75.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | No change | 75 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |