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 | No change | 3,095,670 | 33,340 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,760,150 | 18,956 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,011,930 | 10,898 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 907,670 | 9,775 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 896,140 | 9,651 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 783,239 | 8,435 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 738,477 | 7,953 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 737,471 | 7,942 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 727,124 | 7,831 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 713,180 | 7,680 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 611,005 | 6,582 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 608,663 | 6,555 | 1.19% | 1.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 570,163 | 6,205 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 573,374 | 6,175 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 539,094 | 5,806 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 524,521 | 5,649 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 474,707 | 5,112 | 0.25% | 0.25% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 429,176 | 4,622 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EARNEST PARTNERS LLC | History | No change | 256,670 | 2,764 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 228,669 | 2,462 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 228,112 | 2,456 | 0.2% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 225,663 | 2,430 | 2.07% | 2.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 220,778 | 2,377 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristides Capital LLC | History | No change | 213,195 | 2,296 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 208,088 | 2,241 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 190,119 | 2,047 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Values First Advisors, Inc. | History | No change | 182,797 | 1,968 | 0.9% | 0.9% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 178,925 | 1,927 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 175,475 | 1,889 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 163,635 | 1,762 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 159,543 | 1,718 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 120,603 | 1,298 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 120,163 | 1,294 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 119,800 | 1,290 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 97,313 | 1,049 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 97,458 | 1,049 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 87,355 | 940 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJF Capital LP | History | No change | 85,000 | 915 | 0.61% | 0.61% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 77,995 | 840 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 70,304 | 757 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 67,905 | 731 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 62,266 | 670 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 62,262 | 670 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 61,973 | 667 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 61,467 | 662 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,621 | 642 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 55,143 | 593 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 53,000 | 570 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 538 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 46,638 | 502 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Invesco Ltd. | History | No change | 46,299 | 498 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 45,873 | 494 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 40,681 | 438 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 39,379 | 424 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,279 | 393 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 31,712 | 341 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 31,314 | 337 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 31,005 | 333 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 30,000 | 323 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 29,000 | 312 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 28,685 | 308 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,362 | 305 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 25,922 | 279 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 25,900 | 278 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 25,860 | 278 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 25,226 | 253 | 0.15% | 0.12% | 66 | +7,721 | 44.11% | Q3 2026 | Oct 09, 2026 |
| Graham Capital Management, L.P. | History | No change | 23,120 | 249 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | No change | 23,013 | 247 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,029 | 226 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,811 | 224 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,388 | 211 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 19,217 | 206 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symmetry Partners, LLC | History | No change | 19,140 | 206 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 18,225 | 196 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 17,228 | 185 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 16,932 | 182 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jain Global LLC | History | No change | 16,855 | 181 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 16,655 | 179 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 16,578 | 178 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 16,196 | 174 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 15,583 | 168 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWC Advisors, LLC. | History | No change | 15,445 | 166 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | No change | 14,871 | 160 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 14,389 | 154 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,948 | 150 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 13,939 | 150 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walleye Capital LLC | History | No change | 13,770 | 148 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,365 | 145 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 13,496 | 145 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | No change | 13,251 | 142 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | No change | 13,185 | 142 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Able Wealth Management LLC | History | No change | 13,237 | 142 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 12,861 | 138 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 12,783 | 137 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 12,371 | 133 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| State of Wyoming | History | No change | 11,646 | 125 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,235 | 121 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 11,003 | 118 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,393 | 114 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,343 | 111 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,206 | 109 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 10,117 | 108 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,051 | 108 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,600 | 105 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,955 | 96 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,611 | 81 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,931 | 74 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Copeland Capital Management, LLC | History | No change | 5,653 | 60 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,137 | 44 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 4,120 | 44 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,047 | 43 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,874 | 41 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,874 | 38 | 0.0% | 0.0% | 113 | +1,435 | 58.84% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,256 | 35 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 3,341 | 35 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,000 | 32 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,981 | 32 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 3,000 | 32 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,774 | 29 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,467 | 26 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2,387 | 25 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,262 | 24 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 2,163 | 23 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,257 | 13 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 1,223 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,175 | 12 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,143 | 12 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,199 | 12 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,090 | 10 | 0.0% | 0.0% | 130 | -3,561 | -76.56% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 1,004 | 10 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 890 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 817 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 759 | 8 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 618 | 6 | 0.0% | 0.0% | 135 | -42 | -6.36% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 610 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 540 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 530 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 414 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 382 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 402 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 316 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 271 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 309 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 193 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 245 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allied Private Wealth LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 124 | 1 | 0.0% | — | 148 | +40 | 47.62% | Q3 2026 | Oct 05, 2026 |
| Sterling Capital Management LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 180 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 106 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 120 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -79 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True Wealth Design, LLC | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |