MARINEMAX INC - HZO
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 | 3,054,794 | 82,662 | 0.0% | 0.0% | 1 | +35,414 | 1.17% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,120,402 | 57,378 | 0.03% | 0.03% | 2 | -44,756 | -2.07% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,447,784 | 35,079 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 966,614 | 26,155 | 0.01% | 0.01% | 4 | -78,029 | -7.47% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 933,937 | 25,272 | 0.0% | 0.0% | 5 | -19,072 | -2.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 859,493 | 23,257 | 0.3% | 0.28% | 6 | +84,575 | 10.91% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 854,676 | 23,127 | 0.0% | — | 7 | +854,676 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 618,334 | 16,732 | 0.0% | 0.0% | 8 | -17,039 | -2.68% | Q1 2026 | May 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 606,469 | 16,411 | 1.24% | 1.46% | 9 | -91,428 | -13.1% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 574,666 | 15,550 | 0.0% | 0.0% | 10 | -17,805 | -3.01% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 501,156 | 13,561 | 0.13% | 0.1% | 11 | +97,000 | 24.0% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 476,692 | 12,899 | 0.0% | — | 12 | +476,692 | New | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 475,152 | 12,860 | 0.0% | 0.0% | 13 | +31,828 | 7.18% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 386,799 | 10,466 | 0.0% | 0.0% | 14 | -47,311 | -10.9% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 360,976 | 9,768 | 0.52% | 0.63% | 15 | -171,476 | -32.2% | Q1 2026 | May 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 336,052 | 9,093 | 0.02% | 0.01% | 16 | +59,617 | 21.57% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | New | 256,523 | 6,941 | 0.58% | — | 17 | +256,523 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 254,762 | 6,588 | 0.0% | 0.0% | 18 | +246,244 | 2890.87% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 222,490 | 6,020 | 0.6% | 0.3% | 19 | +89,889 | 67.79% | Q1 2026 | May 07, 2026 |
| GAGNON SECURITIES LLC | History | Reduced | 220,610 | 5,969 | 1.38% | 1.59% | 20 | -101,443 | -31.5% | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Reduced | 218,164 | 5,903 | 0.0% | 0.0% | 21 | -226,099 | -50.89% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Reduced | 211,415 | 5,720 | 0.15% | 0.11% | 22 | -35,386 | -14.34% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 189,818 | 5,136 | 0.0% | 0.0% | 23 | +10,971 | 6.13% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 180,021 | 4,871 | 0.78% | — | 24 | +180,000 | 857142.86% | Q1 2026 | May 06, 2026 |
| Simcoe Capital LLC | History | Added to | 170,356 | 4,609 | 4.23% | 3.12% | 25 | +33,471 | 24.45% | Q1 2026 | May 08, 2026 |
| De Lisle Partners LLP | History | No change | 168,300 | 4,560 | 0.55% | 0.52% | 26 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Divisadero Street Capital Management, LP | History | New | 163,646 | 4,428 | 0.19% | — | 27 | +163,646 | New | Q1 2026 | May 15, 2026 |
| Shellback Capital, LP | History | Reduced | 162,758 | 4,404 | 0.63% | 0.41% | 28 | -16,298 | -9.1% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 160,184 | 4,334 | 0.09% | 0.08% | 29 | +9,262 | 6.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 151,964 | 4,112 | 0.0% | 0.0% | 30 | +25,063 | 19.75% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 133,268 | 3,606 | 0.0% | 0.0% | 31 | +123,797 | 1307.12% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 131,749 | 3,565 | 0.13% | 0.11% | 32 | -12,718 | -8.8% | Q1 2026 | Apr 23, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Reduced | 129,762 | 3,511 | 1.02% | 0.95% | 33 | -1,736 | -1.32% | Q1 2026 | Apr 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 127,436 | 3,448 | 0.0% | — | 34 | +127,436 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 126,272 | 3,416 | 0.01% | 0.0% | 35 | +78,532 | 164.5% | Q1 2026 | May 15, 2026 |
| Soviero Asset Management, LP | History | Added to | 125,160 | 3,386 | 1.69% | 1.28% | 36 | +15,160 | 13.78% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 118,911 | 3,217 | 0.0% | 0.0% | 37 | -5,908 | -4.73% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 117,916 | 3,190 | 0.0% | 0.0% | 38 | +2,933 | 2.55% | Q1 2026 | May 05, 2026 |
| CM Management, LLC | History | Added to | 110,000 | 2,976 | 2.49% | 2.04% | 39 | +10,000 | 10.0% | Q1 2026 | May 08, 2026 |
| RBF Capital, LLC | History | Added to | 106,830 | 2,890 | 0.14% | 0.09% | 40 | +26,410 | 32.84% | Q1 2026 | May 18, 2026 |
| Empowered Funds, LLC | History | New | 103,784 | 2,808 | 0.02% | — | 41 | +103,784 | New | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 99,510 | 2,692 | 0.45% | 0.43% | 42 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gagnon Advisors, LLC | History | Reduced | 97,242 | 2,631 | 1.94% | 2.99% | 43 | -97,242 | -50.0% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 94,223 | 2,549 | 0.0% | 0.0% | 44 | +4,148 | 4.61% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 81,666 | 2,209 | 0.0% | 0.0% | 45 | -201,120 | -71.12% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 76,433 | 2,068 | 0.0% | — | 46 | +76,433 | New | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | New | 75,910 | 2,054 | 0.17% | — | 47 | +75,910 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 75,795 | 2,051 | 0.0% | 0.0% | 48 | -25,256 | -24.99% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 73,935 | 2,000 | 0.0% | 0.0% | 49 | +54,134 | 273.39% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 72,162 | 1,952 | 0.0% | 0.01% | 50 | -164,264 | -69.48% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 69,390 | 1,877 | 0.01% | 0.01% | 51 | +3,953 | 6.04% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,364 | 1,876 | 0.0% | 0.0% | 52 | +46,264 | 200.28% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 68,140 | 1,843 | 0.0% | 0.0% | 53 | -9,933 | -12.72% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 67,384 | 1,823 | 0.0% | 0.0% | 54 | -122,410 | -64.5% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 64,108 | 1,734 | 0.0% | 0.0% | 55 | +1,764 | 2.83% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 62,509 | 1,691 | 0.26% | 0.19% | 56 | +10,513 | 20.22% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 61,824 | 1,672 | 0.05% | 0.13% | 57 | -123,263 | -66.6% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Reduced | 61,229 | 1,656 | 0.0% | 0.0% | 58 | -1,523 | -2.43% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 54,528 | 1,475 | 0.0% | — | 59 | +54,528 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 53,014 | 1,434 | 0.0% | 0.0% | 60 | -98,615 | -65.04% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 50,528 | 1,367 | 0.0% | 0.0% | 61 | +1,040 | 2.1% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 50,165 | 1,357 | 0.0% | 0.0% | 62 | +31,865 | 174.13% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 52,240 | 1,265 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Uniplan Investment Counsel, Inc. | History | New | 42,587 | 1,152 | 0.12% | — | 65 | +42,587 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 42,605 | 1,152 | 0.0% | 0.0% | 64 | -7,100 | -14.28% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 46,820 | 1,134 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,742 | 1,102 | 0.0% | 0.0% | 67 | -26,488 | -39.4% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 38,900 | 1,052 | 0.0% | 0.0% | 68 | +1,500 | 4.01% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 36,000 | 974 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Permanent Capital Management, LP | History | Reduced | 31,877 | 916 | 0.14% | 0.2% | 70 | -10,425 | -24.64% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,127 | 842 | 0.0% | 0.0% | 71 | +4,615 | 17.41% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 34,113 | 826 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 29,789 | 806 | 0.0% | 0.0% | 73 | -3,267 | -9.88% | Q1 2026 | Apr 20, 2026 |
| SWS Partners | History | Added to | 29,217 | 790 | 0.19% | 0.17% | 74 | +825 | 2.91% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | New | 28,110 | 760 | 0.0% | — | 75 | +28,110 | New | Q1 2026 | May 12, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 26,393 | 714 | 0.44% | 0.42% | 76 | -4,226 | -13.8% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | New | 25,922 | 701 | 0.01% | — | 77 | +25,922 | New | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 22,112 | 598 | 0.01% | 0.01% | 78 | -60 | -0.27% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 20,472 | 553 | 0.0% | 0.0% | 79 | +1,800 | 9.64% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 19,725 | 533 | 0.0% | 0.0% | 80 | +1,755 | 9.77% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 18,389 | 497 | 0.0% | 0.0% | 81 | -101 | -0.55% | Q1 2026 | May 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 17,600 | 476 | 0.15% | 0.13% | 82 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 17,315 | 469 | 0.0% | 0.0% | 83 | +958 | 5.86% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,928 | 458 | 0.0% | 0.0% | 84 | +1,972 | 13.19% | Q1 2026 | May 06, 2026 |
| Diametric Capital, LP | History | New | 15,000 | 405 | 0.11% | — | 85 | +15,000 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 14,735 | 398 | 0.0% | — | 86 | +14,735 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,011 | 353 | 0.0% | 0.0% | 87 | +1,686 | 14.89% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,939 | 350 | 0.0% | 0.0% | 88 | -40 | -0.31% | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,646 | 342 | 0.0% | 0.0% | 89 | -20,942 | -62.35% | Q1 2026 | Apr 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 11,663 | 315 | 0.02% | — | 90 | +11,663 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 10,913 | 295 | 0.0% | 0.0% | 91 | +1,546 | 16.5% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 10,655 | 288 | 0.0% | 0.0% | 92 | +962 | 9.92% | Q1 2026 | May 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 10,500 | 284 | 0.25% | 0.29% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,914 | 268 | 0.0% | 0.0% | 94 | -21,317 | -68.26% | Q1 2026 | Apr 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,577 | 259 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,463 | 256 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,035 | 244 | 0.0% | 0.0% | 97 | +204 | 2.31% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 8,912 | 241 | 0.01% | — | 98 | +8,912 | New | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | Reduced | 8,659 | 234 | 0.01% | 0.0% | 99 | -235 | -2.64% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,625 | 233 | 0.01% | 0.01% | 100 | -7,386 | -46.13% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 8,608 | 232 | 0.0% | 0.0% | 101 | -1,230 | -12.5% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 8,600 | 232 | 0.0% | 0.0% | 102 | -100 | -1.15% | Q1 2026 | Apr 20, 2026 |
| DRW Securities, LLC | History | Reduced | 8,231 | 222 | 0.0% | 0.01% | 103 | -786 | -8.72% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,000 | 218 | 0.0% | 0.0% | 104 | -6,500 | -41.94% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,784 | 210 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,591 | 205 | 0.0% | 0.0% | 106 | -13,905 | -64.69% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 7,551 | 204 | 0.0% | 0.01% | 107 | -21,715 | -74.2% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 6,877 | 186 | 0.0% | 0.0% | 108 | -7,200 | -51.15% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,789 | 184 | 0.0% | 0.0% | 109 | +6,666 | 5419.51% | Q1 2026 | May 06, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 6,072 | 164 | 0.15% | 0.15% | 110 | -739 | -10.85% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,929 | 160 | 0.0% | 0.0% | 111 | -180,187 | -96.81% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,359 | 145 | 0.0% | — | 112 | +5,359 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,313 | 143 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,102 | 138 | 0.0% | 0.0% | 114 | +3,707 | 265.73% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,994 | 135 | 0.0% | 0.0% | 115 | +4,136 | 482.05% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,008 | 135 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 4,932 | 133 | 0.0% | 0.0% | 117 | +529 | 12.01% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,890 | 133 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,749 | 128 | 0.0% | 0.0% | 119 | +2,761 | 138.88% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,664 | 126 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 4,600 | 124 | 0.0% | 0.0% | 121 | +700 | 17.95% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,423 | 119 | 0.0% | 0.0% | 122 | +100 | 2.31% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,196 | 113 | 0.0% | 0.0% | 123 | +4,083 | 3613.27% | Q1 2026 | May 01, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,900 | 105 | 0.0% | 0.0% | 124 | +3,077 | 373.88% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,775 | 102 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 4,079 | 98 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 2,938 | 79 | 0.0% | 0.0% | 127 | +26 | 0.89% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | New | 2,000 | 54 | 0.0% | — | 128 | +2,000 | New | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,728 | 46 | 0.0% | 0.0% | 129 | +11 | 0.64% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,681 | 45 | 0.0% | 0.0% | 130 | -119 | -6.61% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,581 | 42 | 0.0% | 0.0% | 132 | +546 | 52.75% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,585 | 42 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,524 | 41 | 0.0% | 0.0% | 133 | +23 | 1.53% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,300 | 35 | 0.0% | 0.0% | 134 | -24 | -1.81% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 950 | 25 | 0.0% | 0.0% | 135 | +323 | 51.52% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 764 | 21 | 0.0% | 0.0% | 136 | -88 | -10.33% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 741 | 20 | 0.0% | 0.0% | 137 | -315 | -29.83% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 673 | 18 | 0.0% | 0.0% | 138 | +39 | 6.15% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 636 | 17 | 0.0% | 0.0% | 139 | -406 | -38.96% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 649 | 17 | 0.0% | 0.0% | 140 | +84 | 14.87% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 547 | 14 | 0.0% | — | 141 | +547 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 418 | 11 | 0.0% | 0.0% | 142 | +75 | 21.87% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 422 | 10 | 0.0% | 0.0% | 146 | -423 | -50.06% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 379 | 10 | 0.0% | — | 143 | +346 | 1048.48% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 398 | 10 | 0.0% | 0.0% | 145 | +23 | 6.13% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 400 | 10 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | Reduced | 342 | 9 | 0.0% | 0.0% | 147 | -911 | -72.71% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 257 | 7 | 0.0% | 0.0% | 148 | +56 | 27.86% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 258 | 6 | 0.0% | 0.0% | 149 | +10 | 4.03% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 186 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 200 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 115 | 3 | 0.0% | — | 154 | +115 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 85 | 2 | 0.0% | — | 155 | +70 | 466.67% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 75 | 2 | 0.0% | — | 156 | +60 | 400.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Reduced | 97 | 2 | 0.0% | 0.0% | 157 | -42 | -30.22% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 65 | 1 | 0.0% | 0.0% | 159 | -55 | -45.83% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | New | 42 | 1 | 0.0% | — | 162 | +42 | New | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -487,426 | -100.0% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -259,845 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,453 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -46,524 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,578 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,230 | -100.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,707 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,187 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,467 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,527 | -100.0% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -28 | -50.0% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ankerstar Wealth, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |