HYSTER-YALE, INC. - HY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 908,512 | 29,535 | 0.0% | 0.0% | 1 | +17,635 | 1.98% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 811,057 | 26,367 | 0.26% | 0.24% | 2 | -23,309 | -2.79% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 698,331 | 20,747 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 587,683 | 19,104 | 0.0% | 0.0% | 4 | +28,642 | 5.12% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 475,791 | 15,467 | 0.0% | — | 5 | +475,791 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 412,881 | 13,422 | 0.01% | 0.01% | 6 | +35,096 | 9.29% | Q1 2026 | May 15, 2026 |
| VALUEWORKS LLC | History | Reduced | 395,383 | 12,853 | 3.5% | 3.12% | 7 | -3,961 | -0.99% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 308,904 | 10,042 | 0.0% | 0.0% | 8 | +1,110 | 0.36% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 297,223 | 9,664 | 0.0% | 0.0% | 9 | +21,327 | 7.73% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 267,479 | 8,695 | 0.16% | — | 10 | +267,479 | New | Q1 2026 | Apr 24, 2026 |
| ProShare Advisors LLC | History | Added to | 192,068 | 6,244 | 0.01% | 0.01% | 11 | +10,693 | 5.9% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 178,202 | 5,786 | 0.01% | 0.01% | 12 | -19,440 | -9.84% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 172,993 | 5,624 | 0.02% | 0.02% | 13 | +28,508 | 19.73% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 163,907 | 5,319 | 0.01% | 0.01% | 14 | +37,150 | 29.31% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 158,586 | 5,155 | 0.01% | 0.0% | 15 | +141,380 | 821.69% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 139,913 | 4,548 | 0.0% | 0.0% | 16 | -3,265 | -2.28% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 136,385 | 4,433 | 0.0% | 0.0% | 17 | -87,866 | -39.18% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 121,980 | 3,965 | 0.0% | 0.0% | 18 | -53,709 | -30.57% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 119,586 | 3,887 | 0.0% | 0.0% | 19 | -1,217 | -1.01% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 115,609 | 3,758 | 0.01% | 0.01% | 20 | -7,267 | -5.91% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 109,563 | 3,561 | 0.0% | 0.0% | 21 | +13,122 | 13.61% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,200 | 3,517 | 0.0% | 0.0% | 22 | +21,676 | 25.05% | Q1 2026 | May 15, 2026 |
| Curbstone Financial Management Corp | History | Added to | 107,398 | 3,491 | 0.67% | 0.42% | 23 | +33,908 | 46.14% | Q1 2026 | Apr 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,053 | 3,350 | 0.0% | 0.0% | 24 | +7,359 | 7.69% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 101,025 | 3,284 | 0.07% | 0.06% | 25 | +6,416 | 6.78% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 93,565 | 3,041 | 0.0% | — | 26 | +93,565 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 91,089 | 2,961 | 0.0% | 0.0% | 27 | +13,376 | 17.21% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 83,051 | 2,699 | 0.0% | 0.0% | 28 | +78,557 | 1748.04% | Q1 2026 | May 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 77,399 | 2,516 | 0.0% | 0.0% | 29 | +10,424 | 15.56% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 75,926 | 2,468 | 0.0% | — | 30 | +75,926 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 73,025 | 2,374 | 0.02% | — | 31 | +73,025 | New | Q1 2026 | May 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 60,227 | 1,957 | 0.21% | 0.19% | 32 | +2,784 | 4.85% | Q1 2026 | Apr 29, 2026 |
| OP Asset Management Ltd | History | Added to | 56,379 | 1,832 | 0.02% | 0.0% | 33 | +46,862 | 492.4% | Q1 2026 | Apr 10, 2026 |
| GABELLI FUNDS LLC | History | No change | 56,200 | 1,827 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 53,194 | 1,729 | 0.0% | 0.0% | 35 | +4,971 | 10.31% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,203 | 1,659 | 0.0% | 0.0% | 36 | +6,707 | 14.74% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 44,812 | 1,456 | 0.0% | 0.0% | 37 | -13,170 | -22.71% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 44,656 | 1,451 | 0.34% | 0.38% | 38 | +4,286 | 10.62% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 43,400 | 1,410 | 0.0% | 0.0% | 39 | +3,500 | 8.77% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 42,603 | 1,385 | 0.01% | 0.01% | 40 | -2,000 | -4.48% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 42,204 | 1,372 | 0.0% | 0.0% | 41 | +811 | 1.96% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 38,799 | 1,261 | 0.0% | 0.0% | 42 | +1,075 | 2.85% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 37,853 | 1,230 | 0.0% | 0.0% | 43 | +716 | 1.93% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 36,214 | 1,177 | 0.0% | 0.0% | 44 | -5,467 | -13.12% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 34,953 | 1,136 | 0.0% | 0.0% | 45 | +6,593 | 23.25% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 34,766 | 1,130 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,108 | 1,076 | 0.0% | 0.0% | 47 | +19,205 | 138.14% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 32,652 | 1,061 | 0.0% | 0.0% | 48 | -329 | -1.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,867 | 1,035 | 0.0% | 0.0% | 49 | +3,951 | 14.15% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,588 | 1,026 | 0.0% | 0.0% | 50 | +5,463 | 20.91% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Reduced | 31,546 | 1,025 | 0.18% | 0.36% | 51 | -34,626 | -52.33% | Q1 2026 | May 13, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 27,843 | 905 | 0.2% | 0.13% | 52 | +7,715 | 38.33% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,100 | 864 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 25,292 | 822 | 0.0% | 0.0% | 54 | +5,216 | 25.98% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 25,018 | 813 | 0.02% | 0.02% | 55 | +1,898 | 8.21% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 24,440 | 794 | 0.03% | 0.02% | 56 | +1,002 | 4.28% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,363 | 759 | 0.0% | 0.0% | 57 | -5,891 | -20.14% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 23,284 | 756 | 0.0% | 0.0% | 58 | +123 | 0.53% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Added to | 23,194 | 754 | 0.01% | 0.01% | 59 | +9,578 | 70.34% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 22,450 | 729 | 0.0% | 0.0% | 60 | +724 | 3.33% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 19,638 | 638 | 0.04% | 0.09% | 61 | -14,795 | -42.97% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,186 | 558 | 0.0% | — | 62 | +17,186 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 16,600 | 539 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 17,700 | 525 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,131 | 524 | 0.0% | 0.0% | 65 | +5,881 | 57.38% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 15,837 | 514 | 0.04% | 0.04% | 66 | +39 | 0.25% | Q1 2026 | Apr 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,390 | 500 | 0.0% | 0.0% | 67 | -211 | -1.35% | Q1 2026 | May 12, 2026 |
| ALLSTATE CORP | History | New | 14,507 | 471 | 0.01% | — | 68 | +14,507 | New | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 14,186 | 462 | 0.0% | 0.0% | 69 | +1,319 | 10.25% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,570 | 441 | 0.0% | 0.0% | 70 | +3,231 | 31.25% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 13,246 | 430 | 0.0% | 0.0% | 71 | +4,476 | 51.04% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 13,131 | 426 | 0.0% | 0.0% | 72 | +4,887 | 59.28% | Q1 2026 | May 12, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 13,000 | 422 | 0.03% | — | 73 | +13,000 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 12,622 | 410 | 0.01% | 0.01% | 74 | -5,186 | -29.12% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 12,520 | 407 | 0.0% | 0.0% | 75 | +3,507 | 38.91% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 12,309 | 400 | 0.01% | 0.02% | 76 | -4,633 | -27.35% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,755 | 382 | 0.0% | 0.0% | 77 | +148 | 1.28% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,901 | 354 | 0.0% | 0.0% | 78 | -15,339 | -58.46% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | New | 10,046 | 326 | 0.0% | — | 80 | +10,046 | New | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 10,033 | 326 | 0.08% | 0.1% | 79 | -4,446 | -30.71% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 9,846 | 320 | 0.0% | 0.0% | 81 | -6,408 | -39.42% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,827 | 319 | 0.0% | 0.0% | 82 | -602 | -5.77% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,963 | 291 | 0.0% | 0.0% | 83 | +495 | 5.85% | Q1 2026 | May 12, 2026 |
| Parvin Asset Management, LLC | History | Added to | 8,870 | 288 | 0.21% | 0.19% | 84 | +825 | 10.25% | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 8,749 | 284 | 0.02% | 0.02% | 85 | -1,155 | -11.66% | Q1 2026 | May 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 8,591 | 279 | 0.0% | 0.0% | 86 | -7 | -0.08% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,405 | 273 | 0.02% | 0.03% | 87 | -4,300 | -33.84% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,103 | 263 | 0.0% | 0.0% | 88 | -4,788 | -37.14% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 8,828 | 262 | 0.0% | 0.0% | 89 | -1,100 | -11.08% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | New | 8,017 | 260 | 0.0% | — | 90 | +8,017 | New | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,929 | 257 | 0.0% | 0.0% | 91 | -52 | -0.65% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,700 | 250 | 0.0% | 0.0% | 92 | -37,836 | -83.09% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 7,709 | 250 | 0.07% | — | 93 | +7,709 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | No change | 7,500 | 243 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Legal & General Group Plc | History | Reduced | 7,454 | 242 | 0.0% | 0.0% | 95 | -2,504 | -25.15% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 7,346 | 238 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,772 | 220 | 0.0% | 0.0% | 97 | -8,495 | -55.64% | Q1 2026 | May 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,760 | 219 | 0.02% | 0.03% | 98 | -6,400 | -48.63% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 6,736 | 218 | 0.0% | 0.0% | 99 | -1,758 | -20.7% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,486 | 210 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | New | 6,261 | 203 | 0.02% | — | 101 | +6,261 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 4,728 | 153 | 0.0% | — | 102 | +4,728 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,925 | 128 | 0.0% | 0.0% | 103 | -7,030 | -64.17% | Q1 2026 | Apr 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 3,626 | 118 | 0.01% | — | 104 | +3,626 | New | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 3,912 | 116 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,409 | 110 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | New | 2,747 | 89 | 0.0% | — | 107 | +2,747 | New | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 2,360 | 76 | 0.0% | 0.0% | 108 | +420 | 21.65% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 2,288 | 74 | 0.0% | 0.0% | 109 | -15,992 | -87.48% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 1,921 | 62 | 0.0% | — | 110 | +1,921 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,800 | 58 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,249 | 41 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,071 | 34 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | New | 1,012 | 32 | 0.0% | — | 115 | +1,012 | New | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,000 | 32 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 933 | 30 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 922 | 29 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 755 | 24 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 800 | 23 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 585 | 19 | 0.0% | 0.0% | 120 | -1,550 | -72.6% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 484 | 15 | 0.0% | 0.0% | 121 | +443 | 1080.49% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 433 | 14 | 0.0% | 0.0% | 122 | +165 | 61.57% | Q1 2026 | Apr 06, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 438 | 14 | 0.0% | 0.0% | 123 | +164 | 59.85% | Q1 2026 | Apr 13, 2026 |
| Westside Investment Management, Inc. | History | New | 400 | 13 | 0.0% | — | 125 | +400 | New | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 410 | 13 | 0.0% | 0.0% | 124 | -267 | -39.44% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 286 | 9 | 0.0% | 0.0% | 126 | +147 | 105.76% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 275 | 8 | 0.0% | 0.0% | 127 | -4,297 | -93.99% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 228 | 7 | 0.0% | 0.0% | 128 | -372 | -62.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 191 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 162 | 5 | 0.0% | 0.0% | 130 | -174 | -51.79% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 150 | 4 | 0.0% | — | 135 | +150 | New | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 124 | 4 | 0.0% | 0.0% | 134 | +89 | 254.29% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 144 | 4 | 0.0% | 0.0% | 132 | +75 | 108.7% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 146 | 4 | 0.0% | 0.0% | 131 | +71 | 94.67% | Q1 2026 | May 14, 2026 |
| DV EQUITIES, LLC | History | No change | 161 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 112 | 3 | 0.0% | — | 136 | +112 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 78 | 2 | 0.0% | 0.0% | 137 | +1 | 1.3% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 57 | 1 | 0.0% | — | 143 | +43 | 307.14% | Q1 2026 | May 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 37 | 1 | 0.0% | 0.0% | 141 | -33 | -47.14% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 51 | 1 | 0.0% | 0.0% | 140 | -4 | -7.27% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Reduced | 47 | 1 | 0.0% | 0.0% | 139 | -1 | -2.08% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Impala Asset Management LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -50,000 | -100.0% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,048 | -100.0% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,184 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,896 | -100.0% | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,976 | -100.0% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,012 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,747 | -100.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,433 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,650 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,056 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,398 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -369 | -100.0% | Q1 2026 | May 08, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 18 | 0 | — | — | — | +12 | 200.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |