Kimball Electronics, Inc. - KE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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 2,363,609 55,993 0.0% 0.0% 1 +21,634 0.92% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 1,995,742 55,521 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,640,860 38,871 0.01% 0.01% 3 -703 -0.04% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,250,537 29,625 0.0% 0.0% 4 -43,238 -3.34% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,152,464 27,301 0.01% 0.01% 5 +161,123 16.25% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,060,920 25,133 0.0% 6 +1,060,920 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 783,857 18,569 0.0% 7 +783,857 New Q1 2026 May 08, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 683,237 16,183 0.02% 0.03% 8 +20,317 3.06% Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 660,395 15,648 0.0% 0.0% 9 -17,093 -2.52% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 535,751 12,691 0.05% 0.07% 10 -69,049 -11.42% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 515,637 12,215 0.0% 0.0% 11 +4,140 0.81% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 453,553 10,744 0.0% 0.0% 12 -61,856 -12.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 396,884 9,402 0.01% 0.01% 13 -59,063 -12.95% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 358,882 8,501 0.01% 0.0% 14 +174,220 94.35% Q1 2026 May 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 342,460 8,112 0.44% 0.52% 15 0 0.0% Q1 2026 May 06, 2026
Pacific Ridge Capital Partners, LLC History Added to 322,497 7,639 1.65% 1.96% 16 +1,005 0.31% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 298,244 7,065 0.0% 0.0% 17 +168,084 129.14% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 298,051 7,060 0.0% 0.0% 18 -30,201 -9.2% Q1 2026 May 04, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 289,601 6,860 0.02% 0.03% 19 -40,720 -12.33% Q1 2026 May 15, 2026
GRACE & WHITE INC /NY History No change 266,222 6,306 1.11% 1.32% 20 0 0.0% Q1 2026 Apr 21, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 258,152 6,115 0.0% 0.0% 21 -8,542 -3.2% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Added to 232,386 5,505 0.0% 0.0% 22 +10,318 4.65% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Added to 226,492 5,365 0.01% 0.01% 23 +54,578 31.75% Q1 2026 Apr 20, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 224,719 5,323 0.0% 0.0% 24 -7,322 -3.16% Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 215,283 5,100 0.03% 0.06% 25 +97,459 82.72% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 210,970 4,997 0.0% 0.0% 26 -25,043 -10.61% Q1 2026 May 11, 2026
SAPIENT CAPITAL LLC History Reduced 209,365 4,959 0.07% 0.12% 27 -87,149 -29.39% Q1 2026 Apr 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 206,629 4,895 0.1% 0.11% 28 +11,605 5.95% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 188,001 4,453 0.0% 0.0% 29 -18,719 -9.06% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Added to 187,186 4,434 0.02% 0.01% 30 +80,000 74.64% Q1 2026 Jun 02, 2026
CSM Advisors, LLC History Reduced 179,700 4,257 0.1% 0.16% 31 -25,560 -12.45% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 174,774 4,140 0.0% 0.0% 32 +36,156 26.08% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 173,039 4,099 0.0% 0.0% 33 +136,289 370.85% Q1 2026 May 15, 2026
Larson Financial Group LLC History No change 171,252 4,056 0.13% 0.16% 34 0 0.0% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 164,519 3,897 0.01% 0.01% 35 +19,973 13.82% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 158,635 3,758 0.0% 37 +158,635 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Added to 158,672 3,758 0.0% 0.0% 36 +56,770 55.71% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 156,407 3,705 0.0% 0.0% 38 +98,804 171.53% Q1 2026 May 13, 2026
Man Group plc History Added to 142,701 3,380 0.01% 0.0% 39 +105,119 279.71% Q1 2026 May 15, 2026
Creative Planning History Added to 140,426 3,326 0.0% 0.0% 40 +25,781 22.49% Q1 2026 May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 138,356 3,277 0.02% 0.02% 41 -13,032 -8.61% Q1 2026 May 13, 2026
GLOBEFLEX CAPITAL L P History Reduced 125,262 2,967 0.45% 0.58% 42 -11,551 -8.44% Q1 2026 May 13, 2026
Brandywine Global Investment Management, LLC History No change 97,590 2,714 0.02% 0.02% 43 0 0.0% Q4 2025 Feb 11, 2026
Cardinal Capital Management History Added to 108,430 2,568 0.33% 0.39% 44 +1,860 1.75% Q1 2026 Apr 08, 2026
PRUDENTIAL FINANCIAL INC History Added to 107,062 2,536 0.0% 0.0% 45 +15,420 16.83% Q1 2026 May 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 103,357 2,448 0.06% 0.06% 46 +12,774 14.1% Q1 2026 May 13, 2026
FMR LLC History Added to 100,293 2,375 0.0% 0.0% 47 +15,061 17.67% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 97,935 2,320 0.01% 0.0% 48 +50,482 106.38% Q1 2026 May 08, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 97,239 2,303 0.04% 0.05% 49 +5,036 5.46% Q1 2026 Apr 13, 2026
Inspire Investing, LLC History Added to 92,989 2,202 0.18% 0.04% 50 +76,367 459.43% Q1 2026 Apr 23, 2026
JPMORGAN CHASE & CO History Reduced 93,409 2,180 0.0% 0.0% 51 -8,852 -8.66% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 91,530 2,168 0.0% 0.0% 52 -2,837 -3.01% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Added to 91,165 2,159 0.0% 0.0% 53 +18,705 25.81% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 76,996 1,824 0.0% 0.0% 54 +53 0.07% Q1 2026 May 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 71,541 1,694 0.02% 0.03% 55 -167 -0.23% Q1 2026 May 22, 2026
Russell Investments Group, Ltd. History Reduced 67,581 1,600 0.0% 0.0% 56 -992 -1.45% Q1 2026 May 08, 2026
Pinnacle Holdings, LLC History Reduced 67,047 1,588 0.51% 0.63% 57 -258 -0.38% Q1 2026 May 08, 2026
US BANCORP \DE\ History No change 65,866 1,560 0.0% 0.0% 58 0 0.0% Q1 2026 May 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 61,196 1,449 0.0% 0.0% 59 -1,626 -2.59% Q1 2026 May 14, 2026
Cetera Investment Advisers History Reduced 61,117 1,447 0.0% 0.0% 60 -6,355 -9.42% Q1 2026 May 13, 2026
UBS Group AG History Added to 56,808 1,345 0.0% 0.0% 61 +2,405 4.42% Q1 2026 May 05, 2026
Integrated Quantitative Investments LLC History Added to 50,630 1,199 0.22% 0.22% 62 +14,146 38.77% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 50,000 1,184 0.0% 0.0% 63 0 0.0% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 46,898 1,111 0.0% 0.0% 64 +2,154 4.81% Q1 2026 May 04, 2026
Nuveen, LLC History Reduced 46,269 1,096 0.0% 0.0% 65 -1,496 -3.13% Q1 2026 Apr 30, 2026
Legacy Financial Advisors, Inc. History No change 45,373 1,074 0.15% 0.17% 66 0 0.0% Q1 2026 Apr 30, 2026
GAMCO INVESTORS, INC. ET AL History No change 44,480 1,053 0.01% 0.01% 67 0 0.0% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 42,730 1,012 0.0% 0.0% 68 +20,124 89.02% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 42,350 1,003 0.0% 0.0% 69 -4,577 -9.75% Q1 2026 May 12, 2026
Y-Intercept (Hong Kong) Ltd History Added to 41,502 983 0.02% 0.02% 70 +12,004 40.69% Q1 2026 Apr 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 39,777 943 0.0% 0.0% 71 +3,284 9.0% Q1 2026 May 15, 2026
SummerHaven Investment Management, LLC History Reduced 37,828 896 0.55% 0.67% 72 -4,378 -10.37% Q1 2026 Apr 24, 2026
AMERIPRISE FINANCIAL INC History Reduced 37,611 891 0.0% 0.0% 73 -13,394 -26.26% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Added to 37,119 879 0.05% 0.04% 74 +7,888 26.99% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 34,419 815 0.0% 0.0% 75 +32,459 1656.07% Q1 2026 May 01, 2026
GABELLI FUNDS LLC History Added to 34,104 807 0.01% 0.01% 76 +32 0.09% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 32,736 775 0.0% 0.0% 77 -36,598 -52.79% Q1 2026 May 14, 2026
COMERICA BANK History No change 27,812 773 0.0% 0.0% 78 0 0.0% Q4 2025 Jan 29, 2026
Quantinno Capital Management LP History Added to 31,578 748 0.0% 0.0% 79 +734 2.38% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 31,511 746 0.0% 0.0% 80 -640 -1.99% Q1 2026 May 12, 2026
Teton Advisors, LLC History No change 31,000 734 0.52% 0.6% 81 0 0.0% Q1 2026 May 14, 2026
Legato Capital Management LLC History Added to 30,646 726 0.07% 0.04% 82 +14,178 86.09% Q1 2026 May 14, 2026
Trexquant Investment LP History Reduced 29,990 710 0.01% 0.02% 83 -35,463 -54.18% Q1 2026 May 15, 2026
&PARTNERS History Reduced 28,453 662 0.0% 0.0% 84 -508 -1.75% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 26,644 631 0.0% 0.0% 85 +4,400 19.78% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 26,200 620 0.0% 0.0% 87 -3,800 -12.67% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 22,300 620 0.0% 0.0% 86 0 0.0% Q1 2026 May 15, 2026
STRS OHIO History Added to 25,800 611 0.0% 0.0% 88 +3,800 17.27% Q1 2026 Apr 24, 2026
Dynamic Technology Lab Private Ltd History New 24,858 588 0.1% 89 +24,858 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 24,190 573 0.0% 90 +24,190 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 24,051 569 0.0% 91 +24,051 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 23,846 564 0.0% 0.0% 92 +2,460 11.5% Q1 2026 May 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 21,894 518 0.01% 93 +21,894 New Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History Reduced 20,100 476 0.0% 0.0% 94 -300 -1.47% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 17,885 423 0.01% 0.01% 95 -8,091 -31.15% Q1 2026 Apr 20, 2026
Abacus Wealth Partners, LLC History Added to 17,068 404 0.04% 0.04% 96 +3,261 23.62% Q1 2026 Apr 24, 2026
SEI INVESTMENTS CO History Added to 16,999 402 0.0% 0.0% 97 +5,379 46.29% Q1 2026 May 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 16,386 388 0.01% 0.01% 98 0 0.0% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 13,463 374 0.02% 0.02% 99 0 0.0% Q4 2025 Feb 09, 2026
MetLife Investment Management, LLC History No change 14,205 336 0.0% 0.0% 100 0 0.0% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 13,901 329 0.0% 0.0% 101 -126 -0.9% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History Added to 13,246 314 0.0% 0.0% 102 +839 6.76% Q1 2026 Apr 22, 2026
XTX Topco Ltd History Reduced 12,677 300 0.01% 0.02% 104 -10,720 -45.82% Q1 2026 May 15, 2026
BAILARD, INC. History Added to 12,700 300 0.01% 0.01% 103 +3,280 34.82% Q1 2026 May 11, 2026
BOKF, NA History New 12,660 299 0.0% 105 +12,660 New Q1 2026 May 08, 2026
State of Wyoming History Reduced 12,621 298 0.04% 0.04% 106 -1,117 -8.13% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Added to 11,845 280 0.0% 0.0% 107 +711 6.39% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 11,481 271 0.01% 0.01% 108 -6,741 -36.99% Q1 2026 Apr 22, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 11,409 270 0.0% 0.0% 109 +103 0.91% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 9,200 255 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Reduced 10,534 249 0.01% 0.01% 111 -6,078 -36.59% Q1 2026 May 14, 2026
Ballentine Partners, LLC History Added to 10,042 237 0.0% 0.0% 112 +240 2.45% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 8,848 209 0.0% 0.0% 113 -7,165 -44.74% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 8,786 208 0.0% 0.0% 114 -5,535 -38.65% Q1 2026 May 08, 2026
SAX WEALTH ADVISORS, LLC History No change 7,475 207 0.01% 0.01% 115 0 0.0% Q1 2026 Apr 08, 2026
IFP Advisors, Inc History Added to 7,830 185 0.0% 0.0% 116 +2,985 61.61% Q1 2026 Apr 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,293 172 0.0% 0.0% 117 0 0.0% Q1 2026 May 06, 2026
VIRTUS ADVISERS, LLC History No change 7,204 170 0.08% 0.09% 118 0 0.0% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,798 161 0.0% 0.0% 119 0 0.0% Q1 2026 Apr 29, 2026
SG Americas Securities, LLC History Reduced 6,282 149 0.0% 0.0% 120 -9,936 -61.27% Q1 2026 Apr 16, 2026
Clearstead Advisors, LLC History Added to 6,081 144 0.0% 121 +6,078 202600.0% Q1 2026 May 06, 2026
CITIGROUP INC History Reduced 4,828 114 0.0% 0.0% 122 -11,544 -70.51% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,036 96 0.0% 0.0% 123 0 0.0% Q1 2026 May 14, 2026
JFS WEALTH ADVISORS, LLC History No change 4,002 94 0.01% 0.01% 124 0 0.0% Q1 2026 Apr 20, 2026
Rockefeller Capital Management L.P. History Added to 3,479 82 0.0% 0.0% 125 +2,779 397.0% Q1 2026 May 14, 2026
LOM Asset Management Ltd History No change 3,000 71 0.02% 0.02% 126 0 0.0% Q1 2026 May 05, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Added to 2,567 60 0.03% 0.03% 127 +17 0.67% Q1 2026 May 06, 2026
Versant Capital Management, Inc History No change 2,562 60 0.01% 0.01% 128 0 0.0% Q1 2026 Apr 06, 2026
Parallel Advisors, LLC History Added to 2,324 55 0.0% 0.0% 129 +1,281 122.82% Q1 2026 Jun 02, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 2,199 52 0.0% 0.0% 130 0 0.0% Q1 2026 Apr 27, 2026
Legal & General Group Plc History No change 2,125 50 0.0% 0.0% 131 0 0.0% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 2,109 49 0.0% 0.0% 132 +165 8.49% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 2,033 48 0.0% 0.0% 133 0 0.0% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,962 46 0.0% 0.0% 134 0 0.0% Q1 2026 May 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,753 41 0.0% 0.0% 135 -327 -15.72% Q1 2026 May 08, 2026
Quantbot Technologies LP History New 1,690 40 0.0% 137 +1,690 New Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,726 40 0.0% 0.0% 136 0 0.0% Q1 2026 May 13, 2026
Founders Capital Management History No change 1,500 35 0.02% 0.02% 138 0 0.0% Q1 2026 Apr 21, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,316 31 0.0% 0.0% 139 -182 -12.15% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 1,251 29 0.0% 0.0% 140 -5 -0.4% Q1 2026 Apr 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,140 27 0.0% 0.0% 141 -34 -2.9% Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 1,130 26 0.0% 0.0% 142 -3 -0.26% Q1 2026 Apr 06, 2026
State of Alaska, Department of Revenue History No change 1,065 25 0.0% 0.0% 143 0 0.0% Q1 2026 Apr 20, 2026
Root Financial Partners, LLC History Added to 836 19 0.0% 0.0% 144 +35 4.37% Q1 2026 Apr 24, 2026
CWM, LLC History Reduced 784 18 0.0% 0.0% 145 -460 -36.98% Q1 2026 May 14, 2026
Financial Management Professionals, Inc. History No change 798 18 0.0% 0.0% 146 0 0.0% Q1 2026 Apr 15, 2026
ROYAL BANK OF CANADA History Reduced 633 15 0.0% 0.0% 148 -562 -47.03% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 666 15 0.0% 0.0% 147 +440 194.69% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 578 13 0.0% 0.0% 150 +87 17.72% Q1 2026 Apr 07, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 566 13 0.0% 0.0% 149 -8 -1.39% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 406 9 0.0% 152 +406 New Q1 2026 Apr 23, 2026
MCF Advisors LLC History No change 383 9 0.0% 0.0% 151 0 0.0% Q1 2026 May 11, 2026
Covestor Ltd History Added to 306 7 0.0% 0.0% 153 +17 5.88% Q1 2026 May 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 284 6 0.0% 0.0% 154 0 0.0% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History New 225 5 0.0% 156 +225 New Q1 2026 May 15, 2026
Optiver Holding B.V. History Reduced 244 5 0.0% 0.0% 155 -8 -3.17% Q1 2026 Jun 02, 2026
Arax Advisory Partners History Reduced 159 3 0.0% 0.0% 158 -495 -75.69% Q1 2026 May 13, 2026
Allworth Financial LP History Reduced 143 3 0.0% 0.0% 157 -36 -20.11% Q1 2026 May 14, 2026
Torren Management, LLC History No change 140 3 0.0% 0.0% 159 0 0.0% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 125 2 0.0% 0.0% 160 -1,015 -89.04% Q1 2026 May 15, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 97 2 0.0% 162 +97 New Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Reduced 99 2 0.0% 0.0% 161 -21 -17.5% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 49 1 0.0% 0.0% 166 -32 -39.51% Q1 2026 May 21, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 49 1 0.0% 0.0% 163 -16 -24.62% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 36 1 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History No change 47 1 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 24, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.18% -231,670 -100.0% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -44,366 -100.0% Q1 2026 May 12, 2026
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 0.13% -30,211 -100.0% Q1 2026 Apr 27, 2026
OP Asset Management Ltd History Closed out 0 0 0.01% -30,139 -100.0% Q1 2026 Apr 10, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -24,085 -100.0% Q1 2026 May 15, 2026
Ellsworth Advisors, LLC History Closed out 0 0 0.13% -20,886 -100.0% Q1 2026 Apr 16, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.04% -17,670 -100.0% Q1 2026 May 15, 2026
Insight Wealth Partners, LLC History Closed out 0 0 0.05% -13,259 -100.0% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -10,618 -100.0% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -8,834 -100.0% Q1 2026 Apr 30, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -8,338 -100.0% Q1 2026 May 13, 2026
WINTON GROUP Ltd History Closed out 0 0 0.01% -8,188 -100.0% Q1 2026 May 12, 2026
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -7,872 -100.0% Q1 2026 May 04, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 0.0% -7,714 -100.0% Q1 2026 May 08, 2026
Verdad Advisers, LP History Closed out 0 0 0.24% -7,687 -100.0% Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 0.0% -7,551 -100.0% Q1 2026 Apr 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -7,396 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,377 -100.0% Q1 2026 Apr 30, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -764 -100.0% Q1 2026 May 08, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.0% -398 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -164 -100.0% Q1 2026 May 15, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 0.0% -161 -100.0% Q1 2026 May 14, 2026
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 Apr 07, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.0% -70 -100.0% Q1 2026 Apr 09, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Closed out 0 0 0.0% -37 -100.0% Q1 2026 May 06, 2026
Intentional Wealth Strategies, LLC History New 27 0 +27 New Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History New 14 0 +14 New Q1 2026 May 11, 2026
MAI Capital Management History New 6 0 +6 New Q1 2026 May 15, 2026
Trust Co History No change 21 0 0 0.0% Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History No change 8 0 0 0.0% Q1 2026 May 15, 2026
Avion Wealth History No change 37 0 0.0% 0 0.0% Q1 2026 May 01, 2026
Archer Investment Corp History No change 10 0 0 0.0% Q1 2026 May 04, 2026
SBI Securities Co., Ltd. History No change 17 0 0 0.0% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History No change 10 0 0 0.0% Q1 2026 Apr 13, 2026
Rialto Wealth Management, LLC History No change 27 0 0 0.0% Q1 2026 May 14, 2026