HACKETT GROUP, INC. - HCKT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | History | Added to | 2,642,287 | 51,868 | 0.53% | 0.49% | 1 | +60,956 | 2.36% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 2,062,909 | 40,494 | 0.0% | 0.0% | 2 | +137,370 | 7.13% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,961,581 | 38,505 | 0.0% | 0.0% | 3 | -276,844 | -12.37% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,014,639 | 19,917 | 0.03% | 0.03% | 4 | -297,507 | -22.67% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 849,254 | 16,671 | 0.0% | 0.0% | 5 | -77,764 | -8.39% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 815,056 | 15,999 | 0.0% | 0.0% | 6 | -93,320 | -10.27% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 748,002 | 14,771 | 0.0% | 0.0% | 7 | -55,446 | -6.9% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 644,918 | 12,661 | 0.0% | 0.0% | 8 | -24,086 | -3.6% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 642,156 | 12,605 | 0.0% | 0.0% | 9 | +124,080 | 23.95% | Q4 2025 | Feb 13, 2026 |
| Trigran Investments, Inc. | History | Reduced | 521,758 | 10,242 | 2.02% | 2.74% | 10 | -274,645 | -34.49% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 476,150 | 9,346 | 0.01% | 0.01% | 11 | +74,298 | 18.49% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 462,000 | 9,069 | 0.02% | 0.02% | 12 | -12,400 | -2.61% | Q4 2025 | Feb 17, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 455,796 | 8,947 | 0.15% | 0.15% | 13 | -7,504 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 429,032 | 8,421 | 0.01% | 0.01% | 14 | +28,231 | 7.04% | Q4 2025 | Feb 17, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 428,199 | 8,405 | 0.09% | 0.09% | 15 | -7,499 | -1.72% | Q4 2025 | Feb 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 427,053 | 8,383 | 0.49% | 0.47% | 16 | -1,601 | -0.37% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 411,992 | 8,087 | 0.0% | 0.0% | 17 | +277,987 | 207.45% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 405,755 | 7,964 | 0.0% | 0.01% | 18 | -401,702 | -49.75% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 401,972 | 7,890 | 0.0% | 0.0% | 19 | +222,065 | 123.43% | Q4 2025 | Mar 25, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 368,778 | 7,239 | 0.03% | 0.03% | 20 | -24,442 | -6.22% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 274,407 | 5,386 | 0.0% | 0.0% | 21 | -2,551 | -0.92% | Q4 2025 | Feb 13, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | New | 233,663 | 4,586 | 4.33% | — | 22 | +233,663 | New | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 231,711 | 4,548 | 0.0% | 0.0% | 23 | -31,713 | -12.04% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 212,405 | 4,169 | 0.0% | 0.0% | 24 | -20,886 | -8.95% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 196,021 | 3,847 | 0.0% | 0.0% | 25 | -13,858 | -6.6% | Q4 2025 | Feb 13, 2026 |
| Aristides Capital LLC | History | Added to | 172,373 | 3,383 | 0.6% | 0.45% | 26 | +6,914 | 4.18% | Q4 2025 | Feb 26, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 164,398 | 3,227 | 0.36% | 0.67% | 27 | +6,200 | 3.92% | Q4 2025 | Feb 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 163,861 | 3,216 | 0.01% | 0.02% | 28 | -49,111 | -23.06% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 161,842 | 3,176 | 0.0% | 0.0% | 29 | +16,108 | 11.05% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 145,545 | 2,857 | 0.0% | 0.0% | 30 | -30,093 | -17.13% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 135,975 | 2,669 | 0.0% | 0.0% | 31 | -10,688 | -7.29% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 127,138 | 2,495 | 0.0% | 0.0% | 32 | +110,909 | 683.4% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 108,300 | 2,125 | 0.0% | 0.0% | 33 | +23,800 | 28.17% | Q4 2025 | Feb 11, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 97,820 | 1,920 | 0.19% | 0.19% | 34 | -1,826 | -1.83% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 88,763 | 1,742 | 0.0% | 0.0% | 35 | -89,779 | -50.28% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 87,936 | 1,726 | 0.0% | 0.0% | 36 | +4,020 | 4.79% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 85,263 | 1,673 | 0.0% | 0.0% | 37 | -124,699 | -59.39% | Q4 2025 | Feb 10, 2026 |
| EJF Capital LP | History | New | 85,000 | 1,668 | 0.95% | — | 38 | +85,000 | New | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 81,400 | 1,598 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 77,941 | 1,529 | 0.07% | 0.06% | 40 | +34,257 | 78.42% | Q4 2025 | Feb 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 76,921 | 1,509 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 74,653 | 1,465 | 0.0% | 0.0% | 42 | +27,839 | 59.47% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 73,038 | 1,433 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 71,359 | 1,401 | 0.12% | 0.04% | 44 | +43,302 | 154.34% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 71,325 | 1,400 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 69,096 | 1,356 | 0.11% | 0.11% | 46 | -6,560 | -8.67% | Q4 2025 | Jan 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 64,390 | 1,264 | 0.0% | 0.0% | 47 | +21,786 | 51.14% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 63,820 | 1,253 | 0.0% | 0.0% | 48 | +15,621 | 32.41% | Q4 2025 | Jan 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 63,193 | 1,240 | 0.0% | 0.0% | 49 | -2,238 | -3.42% | Q4 2025 | Feb 13, 2026 |
| Values First Advisors, Inc. | History | Reduced | 61,616 | 1,209 | 0.63% | 0.67% | 50 | -4,306 | -6.53% | Q4 2025 | Jan 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 61,324 | 1,203 | 0.03% | — | 51 | +61,324 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 60,557 | 1,188 | 0.0% | 0.0% | 52 | -18,431 | -23.33% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 60,312 | 1,183 | 0.0% | 0.0% | 53 | -17,654 | -22.64% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 56,913 | 1,117 | 0.01% | 0.02% | 54 | -14,941 | -20.79% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 56,310 | 1,105 | 0.0% | 0.0% | 55 | +17,922 | 46.69% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,207 | 1,083 | 0.0% | 0.0% | 56 | +3,211 | 6.18% | Q4 2025 | Feb 11, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 52,390 | 1,028 | 0.23% | 0.16% | 57 | +13,091 | 33.31% | Q4 2025 | Feb 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 50,000 | 981 | 0.07% | — | 58 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | No change | 48,092 | 944 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 45,982 | 902 | 0.0% | 0.0% | 60 | +5,414 | 13.35% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 45,706 | 897 | 0.0% | 0.0% | 61 | +3,436 | 8.13% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,671 | 876 | 0.0% | 0.0% | 62 | -6,466 | -12.64% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 44,573 | 874 | 0.0% | 0.0% | 63 | +848 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 42,010 | 824 | 0.0% | 0.0% | 64 | +2,799 | 7.14% | Q4 2025 | Feb 19, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 40,681 | 798 | 0.47% | 0.47% | 65 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,373 | 792 | 0.0% | 0.0% | 66 | +8,194 | 25.46% | Q4 2025 | Feb 13, 2026 |
| Haven Private, LLC | History | Added to | 38,389 | 753 | 0.33% | 0.3% | 67 | +3,089 | 8.75% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 37,946 | 744 | 0.0% | 0.0% | 68 | +15,690 | 70.5% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 37,433 | 734 | 0.0% | 0.0% | 69 | -7,070 | -15.89% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 31,243 | 613 | 0.0% | — | 70 | +31,243 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,573 | 600 | 0.0% | 0.0% | 71 | +11,482 | 60.14% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,579 | 521 | 0.0% | 0.0% | 72 | -878 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 26,105 | 512 | 0.0% | 0.0% | 73 | -137 | -0.52% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 24,789 | 494 | 0.02% | — | 74 | +24,789 | New | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,978 | 451 | 0.0% | 0.0% | 75 | -18 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 21,948 | 430 | 0.01% | 0.0% | 76 | +21,806 | 15356.34% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 21,843 | 428 | 0.01% | 0.0% | 77 | +11,805 | 117.6% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,351 | 360 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 19,934 | 358 | 0.0% | 0.0% | 79 | +480 | 2.47% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 17,709 | 350 | 0.0% | 0.0% | 80 | -50,601 | -74.08% | Q4 2025 | Feb 18, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 17,270 | 339 | 0.05% | 0.21% | 81 | -66,605 | -79.41% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 16,517 | 326 | 0.01% | — | 82 | +16,517 | New | Q4 2025 | Jan 27, 2026 |
| Engineers Gate Manager LP | History | Reduced | 16,580 | 325 | 0.0% | 0.01% | 83 | -35,791 | -68.34% | Q4 2025 | Feb 17, 2026 |
| CWC Advisors, LLC. | History | Reduced | 15,422 | 302 | 0.15% | 0.15% | 84 | -1,197 | -7.2% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Reduced | 14,675 | 288 | 0.03% | 0.06% | 85 | -10,822 | -42.44% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,586 | 286 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12,662 | 248 | 0.0% | 0.0% | 87 | -1,303 | -9.33% | Q4 2025 | Jan 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 11,732 | 230 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,687 | 229 | 0.0% | 0.0% | 89 | -161 | -1.36% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,424 | 224 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,154 | 218 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 10,148 | 199 | 0.0% | 0.0% | 92 | -723 | -6.65% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,411 | 184 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,674 | 150 | 0.0% | 0.01% | 94 | -9,319 | -54.84% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,931 | 136 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 6,511 | 127 | 0.0% | 0.0% | 96 | +3,611 | 124.52% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,432 | 126 | 0.03% | — | 97 | +6,426 | 107100.0% | Q4 2025 | Mar 03, 2026 |
| CITIGROUP INC | History | Reduced | 6,363 | 124 | 0.0% | 0.0% | 98 | -1,501 | -19.09% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,172 | 121 | 0.0% | 0.0% | 99 | +573 | 10.23% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,856 | 114 | 0.0% | 0.01% | 100 | -13,541 | -69.81% | Q4 2025 | Jan 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,785 | 113 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,200 | 102 | 0.0% | 0.0% | 102 | -31,500 | -85.83% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Added to | 4,409 | 86 | 0.0% | 0.01% | 103 | +269 | 6.5% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,986 | 79 | 0.0% | — | 104 | +3,986 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 3,499 | 69 | 0.0% | 0.0% | 105 | +835 | 31.34% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,433 | 67 | 0.01% | 0.0% | 106 | +3,055 | 808.2% | Q4 2025 | Jan 08, 2026 |
| Copeland Capital Management, LLC | History | No change | 3,299 | 64 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DANSKE BANK A/S | History | New | 2,500 | 49 | 0.0% | — | 108 | +2,500 | New | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,467 | 48 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 2,103 | 41 | 0.0% | — | 111 | +2,103 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,138 | 41 | 0.0% | 0.0% | 110 | +503 | 30.76% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,492 | 29 | 0.0% | 0.0% | 112 | +510 | 51.93% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 1,330 | 26 | 0.0% | 0.0% | 113 | -400 | -23.12% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,332 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,257 | 24 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,143 | 22 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,055 | 20 | 0.0% | — | 117 | +1,041 | 7435.71% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,048 | 20 | 0.0% | 0.0% | 119 | -38 | -3.5% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,050 | 20 | 0.0% | 0.0% | 118 | +24 | 2.34% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 865 | 16 | 0.0% | 0.0% | 121 | +795 | 1135.71% | Q4 2025 | Mar 16, 2026 |
| BESSEMER GROUP INC | History | No change | 817 | 16 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 789 | 15 | 0.0% | 0.0% | 122 | -89 | -10.14% | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 672 | 13 | 0.0% | — | 123 | +672 | New | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 698 | 13 | 0.0% | 0.0% | 124 | +4 | 0.58% | Q4 2025 | Jan 05, 2026 |
| WealthCollab, LLC | History | Reduced | 640 | 12 | 0.0% | 0.01% | 125 | -636 | -49.84% | Q4 2025 | Jan 27, 2026 |
| Torren Management, LLC | History | New | 514 | 10 | 0.01% | — | 126 | +514 | New | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 479 | 9 | 0.0% | 0.0% | 128 | +426 | 803.77% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Added to | 483 | 9 | 0.0% | 0.0% | 127 | +36 | 8.05% | Q4 2025 | Jan 30, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 400 | 8 | 0.01% | — | 129 | +400 | New | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 401 | 7 | 0.0% | 0.0% | 130 | +181 | 82.27% | Q4 2025 | Feb 17, 2026 |
| Camelot Portfolios, LLC | History | New | 350 | 6 | 0.0% | — | 131 | +350 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 259 | 5 | 0.0% | 0.0% | 133 | -214 | -45.24% | Q4 2025 | Feb 18, 2026 |
| Sterling Capital Management LLC | History | Added to | 297 | 5 | 0.0% | 0.0% | 132 | +105 | 54.69% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 230 | 4 | 0.0% | 0.0% | 136 | -253 | -52.38% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 210 | 4 | 0.0% | — | 135 | +210 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 245 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 171 | 3 | 0.0% | 0.0% | 137 | +30 | 21.28% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | No change | 168 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 141 | 2 | 0.0% | — | 139 | +141 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 130 | 2 | 0.0% | — | 140 | +130 | New | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 60 | 1 | 0.0% | 0.0% | 142 | -1,371 | -95.81% | Q4 2025 | Feb 13, 2026 |
| Kilter Group LLC | History | New | 88 | 1 | 0.0% | — | 145 | +88 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 75 | 1 | 0.0% | — | 143 | +75 | New | Q4 2025 | Mar 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 80 | 1 | 0.0% | — | 141 | +60 | 300.0% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 58 | 1 | 0.0% | — | 144 | +32 | 123.08% | Q4 2025 | Feb 06, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -493,102 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -384,659 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -311,169 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Acuitas Investments, LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -122,500 | -100.0% | Q3 2025 | Nov 18, 2025 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -64,700 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -33,927 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,672 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -17,121 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,123 | -100.0% | Q3 2025 | Nov 12, 2025 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,015 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,621 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,538 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,072 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -788 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arax Advisory Partners | History | Reduced | 2 | 0 | — | 0.0% | — | -400 | -99.5% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOMPKINS FINANCIAL CORP | History | New | 49 | 0 | — | — | — | +49 | New | Q4 2025 | Jan 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Avion Wealth | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 30, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +13 | 433.33% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Reduced | 16 | 0 | — | — | — | -3 | -15.79% | Q4 2025 | Feb 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |