HYSTER-YALE, INC. - HY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 890,877 | 26,467 | 0.0% | 0.0% | 1 | +11,394 | 1.3% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 834,366 | 24,789 | 0.24% | 0.3% | 2 | -11,158 | -1.32% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 698,331 | 20,747 | 0.0% | 0.0% | 3 | -212,481 | -23.33% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 559,041 | 16,609 | 0.0% | 0.0% | 4 | -17,468 | -3.03% | Q4 2025 | Feb 12, 2026 |
| VALUEWORKS LLC | History | Added to | 399,344 | 11,864 | 3.12% | 3.22% | 5 | +99,538 | 33.2% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 377,785 | 11,223 | 0.01% | 0.01% | 6 | +22,812 | 6.43% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 307,794 | 9,144 | 0.0% | 0.0% | 7 | +33,281 | 12.12% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 275,896 | 8,198 | 0.0% | 0.0% | 8 | -497 | -0.18% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 224,251 | 6,662 | 0.0% | 0.0% | 9 | +3,401 | 1.54% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 197,642 | 5,864 | 0.01% | 0.01% | 10 | +41,034 | 26.2% | Q4 2025 | Feb 10, 2026 |
| ProShare Advisors LLC | History | Added to | 181,375 | 5,388 | 0.01% | 0.01% | 11 | +13,766 | 8.21% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 175,689 | 5,219 | 0.0% | 0.0% | 12 | +5,881 | 3.46% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 144,485 | 4,292 | 0.02% | — | 13 | +144,485 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 143,178 | 4,253 | 0.0% | 0.0% | 14 | +7,772 | 5.74% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 126,757 | 3,766 | 0.01% | 0.01% | 15 | +24,563 | 24.04% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 122,876 | 3,650 | 0.01% | 0.01% | 16 | +26,682 | 27.74% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 120,803 | 3,589 | 0.0% | 0.0% | 17 | +44,750 | 58.84% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 96,441 | 2,865 | 0.0% | 0.0% | 18 | -7,852 | -7.53% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 95,694 | 2,843 | 0.0% | 0.0% | 19 | -8,495 | -8.15% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 94,609 | 2,810 | 0.06% | 0.07% | 20 | +6,408 | 7.27% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 86,524 | 2,570 | 0.0% | 0.0% | 21 | -1,109 | -1.27% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 77,713 | 2,308 | 0.0% | 0.0% | 22 | +8,894 | 12.92% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 73,490 | 2,183 | 0.42% | 0.52% | 23 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 66,975 | 1,989 | 0.0% | 0.0% | 24 | +13,385 | 24.98% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 66,172 | 1,965 | 0.36% | 0.46% | 25 | -2,608 | -3.79% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 57,982 | 1,722 | 0.0% | 0.0% | 26 | +28,620 | 97.47% | Q4 2025 | Feb 17, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 57,443 | 1,706 | 0.19% | 0.45% | 27 | +2,596 | 4.73% | Q4 2025 | Feb 05, 2026 |
| GABELLI FUNDS LLC | History | New | 56,200 | 1,669 | 0.01% | — | 28 | +56,200 | New | Q4 2025 | Feb 05, 2026 |
| Impala Asset Management LLC | History | New | 50,000 | 1,485 | 0.94% | — | 29 | +50,000 | New | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 48,223 | 1,432 | 0.0% | 0.0% | 30 | +1,991 | 4.31% | Q4 2025 | Feb 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 47,048 | 1,397 | 0.0% | 0.0% | 31 | +12,104 | 34.64% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,536 | 1,352 | 0.0% | 0.0% | 32 | +15,664 | 52.44% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,496 | 1,351 | 0.0% | 0.0% | 33 | -3,855 | -7.81% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 44,603 | 1,325 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 41,681 | 1,238 | 0.0% | 0.0% | 35 | -68,987 | -62.34% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 41,393 | 1,230 | 0.0% | 0.0% | 36 | -888 | -2.1% | Q4 2025 | Jan 26, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 40,370 | 1,199 | 0.38% | 0.51% | 37 | -6,175 | -13.27% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 39,900 | 1,185 | 0.0% | 0.0% | 38 | -2,400 | -5.67% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 37,724 | 1,120 | 0.0% | 0.0% | 39 | -4,567 | -10.8% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 37,137 | 1,116 | 0.0% | 0.0% | 40 | +16,740 | 82.07% | Q4 2025 | Feb 03, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 37,184 | 1,105 | 0.02% | 0.02% | 41 | -270 | -0.72% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 34,766 | 1,032 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 34,433 | 1,023 | 0.09% | 0.11% | 43 | -1,041 | -2.93% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 32,981 | 979 | 0.0% | 0.0% | 44 | -2,168 | -6.17% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 29,254 | 869 | 0.0% | 0.0% | 45 | -1,160 | -3.81% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 29,100 | 864 | 0.0% | 0.0% | 46 | -8,600 | -22.81% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 28,360 | 842 | 0.0% | 0.0% | 47 | -29,520 | -51.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,916 | 829 | 0.0% | 0.0% | 48 | +9,094 | 48.32% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,240 | 779 | 0.0% | 0.0% | 49 | +16,597 | 172.11% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 26,125 | 776 | 0.0% | 0.0% | 50 | +2,125 | 8.85% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 23,438 | 696 | 0.02% | — | 51 | +23,438 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 23,161 | 688 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 23,120 | 686 | 0.02% | 0.02% | 53 | -22 | -0.1% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 22,896 | 680 | 0.01% | — | 54 | +22,896 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 21,726 | 645 | 0.0% | 0.0% | 55 | -1,359 | -5.89% | Q4 2025 | Feb 19, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 20,128 | 598 | 0.13% | 0.07% | 56 | +11,274 | 127.33% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,076 | 596 | 0.0% | 0.0% | 57 | +1,323 | 7.05% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 18,280 | 543 | 0.0% | 0.0% | 58 | +1,449 | 8.61% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 17,808 | 529 | 0.01% | 0.01% | 59 | -898 | -4.8% | Q4 2025 | Feb 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 17,700 | 525 | 0.0% | 0.0% | 60 | -800 | -4.32% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,206 | 511 | 0.0% | 0.0% | 61 | +250 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 16,942 | 510 | 0.02% | — | 62 | +16,942 | New | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 16,976 | 504 | 0.04% | 0.03% | 63 | +9,059 | 114.42% | Q4 2025 | Feb 06, 2026 |
| Swiss National Bank | History | No change | 16,600 | 493 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,254 | 482 | 0.0% | 0.0% | 65 | +1,422 | 9.59% | Q4 2025 | Jan 15, 2026 |
| Inspire Investing, LLC | History | Added to | 15,798 | 469 | 0.04% | 0.04% | 66 | +3,360 | 27.01% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,601 | 463 | 0.0% | 0.0% | 67 | -2,710 | -14.8% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,267 | 453 | 0.0% | 0.0% | 68 | +6,261 | 69.52% | Q4 2025 | Feb 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 14,479 | 430 | 0.1% | 0.14% | 69 | -1,150 | -7.36% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,903 | 413 | 0.0% | 0.0% | 70 | -73,209 | -84.04% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 13,616 | 404 | 0.01% | — | 71 | +13,616 | New | Q4 2025 | Feb 17, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 13,160 | 390 | 0.03% | 0.03% | 72 | +3,895 | 42.04% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | New | 12,012 | 383 | 0.01% | — | 74 | +12,012 | New | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 12,867 | 383 | 0.0% | 0.0% | 73 | +3,525 | 37.73% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,891 | 382 | 0.0% | 0.0% | 75 | +6,869 | 114.07% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 12,705 | 377 | 0.03% | 0.04% | 76 | -500 | -3.79% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,607 | 344 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,955 | 325 | 0.0% | 0.0% | 78 | +37 | 0.34% | Q4 2025 | Jan 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,747 | 319 | 0.0% | — | 79 | +10,747 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,429 | 309 | 0.0% | 0.0% | 80 | +9,768 | 1477.76% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,339 | 307 | 0.0% | 0.0% | 81 | -432 | -4.01% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | New | 10,250 | 304 | 0.0% | — | 82 | +10,250 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 9,958 | 295 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,928 | 294 | 0.0% | 0.0% | 84 | -2,280 | -18.68% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 9,904 | 294 | 0.02% | 0.04% | 85 | -1,499 | -13.15% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,433 | 280 | 0.0% | 0.0% | 86 | -803 | -7.84% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 9,013 | 267 | 0.0% | 0.0% | 87 | +334 | 3.85% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,770 | 260 | 0.0% | 0.0% | 88 | +4,395 | 100.46% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 8,650 | 256 | 0.0% | 0.0% | 89 | -23,672 | -73.24% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 8,598 | 255 | 0.0% | — | 90 | +8,598 | New | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 8,494 | 252 | 0.0% | — | 91 | +8,494 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,468 | 251 | 0.0% | 0.0% | 92 | -13,391 | -61.26% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | New | 8,244 | 244 | 0.0% | — | 93 | +8,244 | New | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | New | 8,045 | 239 | 0.19% | — | 94 | +8,045 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,981 | 237 | 0.0% | 0.0% | 95 | -109 | -1.35% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 7,500 | 222 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 7,346 | 218 | 0.02% | 0.03% | 97 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,486 | 192 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,572 | 135 | 0.0% | — | 99 | +4,572 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,494 | 133 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 3,912 | 116 | 0.01% | 0.01% | 101 | +1,142 | 41.23% | Q4 2025 | Feb 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,409 | 101 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,249 | 80 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,135 | 63 | 0.0% | 0.0% | 104 | +828 | 63.35% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,056 | 61 | 0.0% | — | 105 | +2,056 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,940 | 57 | 0.0% | 0.0% | 106 | -364 | -15.8% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 1,800 | 53 | 0.0% | 0.0% | 107 | +300 | 20.0% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,398 | 41 | 0.0% | 0.0% | 108 | +162 | 13.11% | Q4 2025 | Feb 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,071 | 31 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 1,000 | 29 | 0.0% | 0.01% | 110 | -2,000 | -66.67% | Q4 2025 | Jan 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 933 | 28 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 922 | 27 | 0.0% | 0.0% | 112 | -60 | -6.11% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 800 | 23 | 0.0% | — | 113 | +800 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 755 | 22 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 677 | 20 | 0.0% | 0.0% | 115 | -133 | -16.42% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 600 | 17 | 0.0% | — | 116 | +600 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 369 | 11 | 0.0% | 0.0% | 117 | -22 | -5.63% | Q4 2025 | Feb 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 336 | 9 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Global X Japan Co., Ltd. | History | No change | 274 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GAMMA Investing LLC | History | Added to | 268 | 7 | 0.0% | 0.0% | 120 | +42 | 18.58% | Q4 2025 | Jan 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 191 | 5 | 0.0% | 0.0% | 121 | +2 | 1.06% | Q4 2025 | Jan 15, 2026 |
| DV EQUITIES, LLC | History | New | 161 | 4 | 0.0% | — | 123 | +161 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 139 | 4 | 0.0% | 0.0% | 122 | +53 | 61.63% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 69 | 2 | 0.0% | 0.0% | 128 | -106 | -60.57% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 62 | 2 | 0.0% | — | 126 | +62 | New | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 70 | 2 | 0.0% | — | 127 | +55 | 366.67% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 75 | 2 | 0.0% | 0.0% | 124 | -22 | -22.68% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77 | 2 | 0.0% | 0.0% | 125 | +1 | 1.32% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 48 | 1 | 0.0% | — | 129 | +48 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 35 | 1 | 0.0% | — | 133 | +35 | New | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 131 | -9 | -18.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 55 | 1 | 0.0% | 0.0% | 130 | -3 | -5.17% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | No change | 60 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -60,201 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.0% | — | -42,934 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.13% | — | -23,625 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,531 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mork Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -19,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,715 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,909 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| A&I FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -13,594 | -100.0% | Q3 2025 | Oct 23, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,861 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHUFRO ROSE & CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,340 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,048 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,489 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,445 | -100.0% | Q3 2025 | Oct 31, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,443 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.06% | — | -6,239 | -100.0% | Q3 2025 | Dec 09, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,167 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,021 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,617 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,372 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,497 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -611 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -498 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2025 | Nov 19, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2025 | Oct 16, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | — | — | -8 | -80.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |