Kimball Electronics, Inc. - KE
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 | 2,440,147 | 62,467 | 0.0% | 0.0% | 1 | +76,538 | 3.24% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,656,318 | 42,400 | 0.01% | 0.01% | 2 | +15,458 | 0.94% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,306,574 | 33,448 | 0.01% | 0.01% | 3 | +154,110 | 13.37% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,191,599 | 30,504 | 0.0% | 0.0% | 4 | -58,938 | -4.71% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,067,235 | 27,321 | 0.0% | 0.0% | 5 | +6,315 | 0.6% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 811,046 | 20,762 | 0.0% | 0.0% | 6 | +27,189 | 3.47% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 738,722 | 18,908 | 0.02% | 0.02% | 7 | +55,485 | 8.12% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 689,669 | 17,659 | 0.0% | 0.0% | 8 | +29,274 | 4.43% | Q2 2026 | Aug 12, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 518,851 | 13,282 | 0.05% | 0.05% | 9 | -16,900 | -3.15% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 517,810 | 13,255 | 0.0% | 0.0% | 10 | +2,173 | 0.42% | Q2 2026 | Aug 07, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 439,224 | 11,244 | 2.04% | 1.65% | 11 | +116,727 | 36.19% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 387,766 | 9,926 | 0.0% | 0.0% | 12 | +89,522 | 30.02% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 373,326 | 9,557 | 0.0% | 0.01% | 13 | -23,558 | -5.94% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 370,938 | 9,496 | 0.0% | 0.0% | 14 | -82,615 | -18.22% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 355,036 | 9,088 | 0.0% | 0.0% | 15 | +181,997 | 105.18% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 305,933 | 7,831 | 0.0% | 0.0% | 16 | +147,261 | 92.81% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 288,205 | 7,378 | 0.0% | 0.0% | 17 | -9,846 | -3.3% | Q2 2026 | Aug 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 285,717 | 7,314 | 0.37% | 0.44% | 18 | -56,743 | -16.57% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 284,801 | 7,290 | 0.02% | 0.02% | 19 | -4,800 | -1.66% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | Added to | 270,422 | 6,922 | 1.1% | 1.11% | 20 | +4,200 | 1.58% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 243,097 | 6,223 | 0.0% | 0.0% | 21 | -15,055 | -5.83% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 242,332 | 6,203 | 0.0% | 0.0% | 22 | +9,946 | 4.28% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 217,082 | 5,557 | 0.0% | 0.0% | 23 | +6,112 | 2.9% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 216,698 | 5,547 | 0.1% | 0.1% | 24 | +10,069 | 4.87% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 209,365 | 5,359 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 201,940 | 5,169 | 0.02% | 0.02% | 26 | +14,754 | 7.88% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 196,720 | 5,036 | 0.0% | 0.0% | 27 | -27,999 | -12.46% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 185,572 | 4,750 | 0.0% | 0.0% | 28 | +10,798 | 6.18% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 179,259 | 4,589 | 0.01% | 0.01% | 29 | +14,740 | 8.96% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 175,491 | 4,492 | 0.0% | 0.0% | 30 | +84,326 | 92.5% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 171,191 | 4,382 | 0.12% | 0.13% | 31 | -61 | -0.04% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 169,974 | 4,351 | 0.01% | 0.01% | 32 | -56,518 | -24.95% | Q2 2026 | Jul 08, 2026 |
| Creative Planning | History | Added to | 168,969 | 4,325 | 0.0% | 0.0% | 33 | +28,543 | 20.33% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 160,299 | 4,103 | 0.0% | 0.0% | 34 | +1,664 | 1.05% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 159,504 | 4,083 | 0.0% | 0.0% | 35 | -28,497 | -15.16% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 139,498 | 3,571 | 0.02% | 0.03% | 36 | -75,785 | -35.2% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 137,848 | 3,528 | 0.0% | 0.0% | 37 | -18,559 | -11.87% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 133,860 | 3,426 | 0.06% | 0.04% | 38 | +36,621 | 37.66% | Q2 2026 | Jul 10, 2026 |
| Man Group plc | History | Reduced | 129,875 | 3,324 | 0.01% | 0.01% | 39 | -12,826 | -8.99% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 125,262 | 3,206 | 0.41% | 0.45% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 119,565 | 3,060 | 0.0% | 0.01% | 41 | -239,317 | -66.68% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 111,658 | 2,858 | 0.07% | 0.06% | 42 | +8,301 | 8.03% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 109,511 | 2,803 | 0.01% | 0.01% | 43 | +11,576 | 11.82% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Reduced | 108,172 | 2,769 | 0.34% | 0.33% | 44 | -258 | -0.24% | Q2 2026 | Jul 21, 2026 |
| Trexquant Investment LP | History | Added to | 106,414 | 2,724 | 0.02% | 0.01% | 45 | +76,424 | 254.83% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 101,491 | 2,598 | 0.01% | 0.02% | 46 | -36,865 | -26.65% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 95,298 | 2,439 | 0.0% | 0.0% | 47 | -11,764 | -10.99% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 93,325 | 2,389 | 0.0% | 0.0% | 48 | +1,795 | 1.96% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 88,464 | 2,202 | 0.0% | 0.0% | 49 | -4,945 | -5.29% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 82,328 | 2,107 | 0.0% | 0.0% | 50 | +14,747 | 21.82% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 79,826 | 2,043 | 0.0% | 0.0% | 51 | +2,830 | 3.68% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 71,244 | 1,823 | 0.02% | 0.02% | 52 | -297 | -0.42% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 66,552 | 1,703 | 0.52% | 0.51% | 53 | -495 | -0.74% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 66,046 | 1,690 | 0.0% | 0.0% | 54 | +180 | 0.27% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 60,000 | 1,536 | 0.0% | 0.0% | 55 | +10,000 | 20.0% | Q2 2026 | Aug 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 58,849 | 1,506 | 0.0% | 0.0% | 56 | -2,347 | -3.84% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 56,863 | 1,455 | 0.0% | 0.0% | 57 | -4,254 | -6.96% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 50,415 | 1,290 | 0.0% | 0.0% | 58 | +3,517 | 7.5% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | Added to | 48,682 | 1,246 | 0.0% | 0.0% | 59 | +2,413 | 5.22% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,791 | 1,224 | 0.0% | 0.0% | 60 | +8,014 | 20.15% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 46,084 | 1,179 | 0.02% | 0.01% | 61 | +33,407 | 263.52% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 45,373 | 1,161 | 0.14% | 0.15% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 42,388 | 1,085 | 0.02% | 0.02% | 63 | +886 | 2.13% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,017 | 1,050 | 0.0% | 0.0% | 64 | +6,598 | 19.17% | Q2 2026 | Aug 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 40,606 | 1,039 | 0.05% | 0.05% | 65 | +3,487 | 9.39% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | Reduced | 38,977 | 997 | 0.0% | 0.0% | 66 | -17,831 | -31.39% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 38,550 | 986 | 0.0% | — | 67 | +38,550 | New | Q2 2026 | Aug 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 37,828 | 968 | 0.52% | 0.55% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invesco Ltd. | History | Reduced | 36,783 | 941 | 0.0% | 0.0% | 69 | -5,567 | -13.15% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 35,997 | 921 | 0.0% | 0.0% | 70 | -64,296 | -64.11% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 34,468 | 882 | 0.0% | 0.0% | 71 | -3,143 | -8.36% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 34,104 | 873 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 34,050 | 871 | 0.0% | — | 73 | +34,050 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,770 | 838 | 0.0% | 0.0% | 74 | +1,192 | 3.77% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 31,911 | 816 | 0.0% | — | 75 | +31,911 | New | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,671 | 810 | 0.0% | 0.0% | 76 | +160 | 0.51% | Q2 2026 | Aug 11, 2026 |
| Teton Advisors, LLC | History | No change | 31,000 | 793 | 0.46% | 0.52% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,875 | 790 | 0.0% | 0.0% | 78 | -11,855 | -27.74% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 28,600 | 732 | 0.0% | 0.0% | 79 | +2,800 | 10.85% | Q2 2026 | Jul 30, 2026 |
| Magnetar Financial LLC | History | New | 28,570 | 731 | 0.01% | — | 80 | +28,570 | New | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 27,016 | 691 | 0.03% | 0.18% | 81 | -65,973 | -70.95% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 26,665 | 682 | 0.0% | 0.0% | 82 | -1,788 | -6.28% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 26,200 | 670 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 24,432 | 625 | 0.0% | — | 84 | +24,432 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,190 | 619 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,536 | 602 | 0.0% | 0.0% | 86 | -310 | -1.3% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | New | 20,711 | 519 | 0.0% | — | 87 | +20,711 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 21,900 | 518 | 0.0% | 0.0% | 88 | -400 | -1.79% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 20,100 | 515 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 19,944 | 510 | 0.0% | 0.0% | 90 | -6,700 | -25.15% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 19,803 | 507 | 0.11% | 0.1% | 91 | -5,055 | -20.34% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 17,759 | 454 | 0.0% | — | 92 | +17,759 | New | Q2 2026 | Jul 21, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 17,292 | 442 | 0.0% | 0.0% | 93 | +8,444 | 95.43% | Q2 2026 | Aug 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 15,180 | 388 | 0.0% | 0.01% | 94 | -29,300 | -65.87% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 14,706 | 376 | 0.0% | 0.0% | 95 | +9,878 | 204.6% | Q2 2026 | Aug 03, 2026 |
| EntryPoint Capital, LLC | History | New | 14,308 | 366 | 0.09% | — | 96 | +14,308 | New | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,205 | 363 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,034 | 359 | 0.0% | 0.0% | 98 | +133 | 0.96% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | Added to | 13,900 | 355 | 0.01% | 0.01% | 99 | +1,200 | 9.45% | Q2 2026 | Jul 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 12,922 | 330 | 0.0% | 0.01% | 100 | -8,972 | -40.98% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 12,535 | 320 | 0.0% | — | 101 | +12,535 | New | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 12,339 | 315 | 0.0% | — | 102 | +12,339 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,972 | 306 | 0.0% | 0.0% | 103 | -1,274 | -9.62% | Q2 2026 | Aug 05, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 11,280 | 288 | 0.03% | 0.04% | 104 | -5,788 | -33.91% | Q2 2026 | Jul 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11,156 | 285 | 0.0% | 0.01% | 105 | -325 | -2.83% | Q2 2026 | Jul 28, 2026 |
| AXQ CAPITAL, LP | History | New | 11,095 | 284 | 0.03% | — | 107 | +11,095 | New | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,110 | 284 | 0.0% | 0.0% | 106 | -299 | -2.62% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 10,546 | 269 | 0.01% | — | 108 | +10,546 | New | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Reduced | 10,069 | 257 | 0.0% | 0.0% | 109 | -22,667 | -69.24% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 10,042 | 257 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOKF, NA | History | Reduced | 9,842 | 251 | 0.0% | 0.0% | 111 | -2,818 | -22.26% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,799 | 250 | 0.0% | 0.0% | 112 | -7,200 | -42.36% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | New | 9,125 | 233 | 0.06% | — | 113 | +9,125 | New | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 8,422 | 215 | 0.0% | 0.0% | 114 | +592 | 7.56% | Q2 2026 | Jul 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,972 | 204 | 0.0% | 0.01% | 115 | -9,913 | -55.43% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | New | 7,822 | 200 | 0.0% | — | 116 | +7,822 | New | Q2 2026 | Jul 08, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 7,564 | 193 | 0.07% | 0.08% | 117 | +360 | 5.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,293 | 186 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,798 | 174 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,086 | 155 | 0.0% | 0.0% | 120 | +5 | 0.08% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,375 | 138 | 0.0% | 0.0% | 121 | -907 | -14.44% | Q2 2026 | Aug 07, 2026 |
| Aquatic Capital Management LLC | History | New | 4,689 | 120 | 0.0% | — | 122 | +4,689 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 4,630 | 118 | 0.0% | 0.0% | 123 | +2,505 | 117.88% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,036 | 103 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,002 | 102 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,935 | 100 | 0.0% | 0.0% | 126 | +456 | 13.11% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 3,000 | 76 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Wyoming | History | Reduced | 2,766 | 70 | 0.01% | 0.04% | 128 | -9,855 | -78.08% | Q2 2026 | Aug 06, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 2,611 | 66 | 0.03% | 0.03% | 129 | +44 | 1.71% | Q2 2026 | Aug 03, 2026 |
| Versant Capital Management, Inc | History | No change | 2,562 | 65 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,199 | 56 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantbot Technologies LP | History | Added to | 2,137 | 54 | 0.0% | 0.0% | 132 | +447 | 26.45% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,033 | 52 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 2,000 | 51 | 0.0% | — | 135 | +2,000 | New | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,031 | 51 | 0.0% | 0.0% | 134 | -293 | -12.61% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,962 | 50 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,779 | 45 | 0.0% | 0.0% | 137 | +26 | 1.48% | Q2 2026 | Aug 07, 2026 |
| Founders Capital Management | History | No change | 1,500 | 38 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,256 | 32 | 0.0% | 0.0% | 139 | +623 | 98.42% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,255 | 32 | 0.0% | 0.0% | 140 | +125 | 11.06% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,222 | 31 | 0.0% | 0.0% | 141 | +644 | 111.42% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,181 | 30 | 0.0% | 0.0% | 142 | +1,056 | 844.8% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,124 | 28 | 0.0% | 0.0% | 143 | -16 | -1.4% | Q2 2026 | Aug 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,065 | 27 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 961 | 24 | 0.0% | 0.0% | 145 | +802 | 504.4% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | New | 799 | 20 | 0.0% | — | 146 | +799 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 743 | 19 | 0.0% | 0.0% | 147 | -1,366 | -64.77% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 784 | 18 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 666 | 17 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 553 | 14 | 0.0% | 0.0% | 150 | -698 | -55.8% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 530 | 12 | 0.0% | 0.0% | 151 | -36 | -6.36% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 343 | 9 | 0.01% | 0.0% | 153 | +37 | 12.09% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 383 | 9 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 332 | 8 | 0.0% | 0.0% | 154 | -984 | -74.77% | Q2 2026 | Aug 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 284 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 159 | 4 | 0.0% | — | 156 | +159 | New | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 133 | 3 | 0.0% | 0.0% | 157 | -10 | -6.99% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 102 | 2 | 0.0% | 0.0% | 159 | +5 | 5.15% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 60 | 1 | 0.0% | 0.0% | 162 | -184 | -75.41% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 77 | 1 | 0.0% | — | 164 | +77 | New | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 45 | 1 | 0.0% | — | 160 | +26 | 136.84% | Q2 2026 | Jul 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 47 | 1 | 0.0% | — | 163 | +20 | 74.07% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 63 | 1 | 0.0% | 0.0% | 161 | +16 | 34.04% | Q2 2026 | Jul 20, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -179,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -50,630 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -30,646 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,051 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,386 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,845 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,534 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,786 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,475 | -100.0% | Q2 2026 | Jul 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q2 2026 | Jul 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -68 | -68.69% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Lavaca Capital LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -14 | -28.57% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 11 | 0 | — | — | — | -3 | -21.43% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 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% | Q2 2026 | Jul 31, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bullock Wealth Management Group | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |