Kimball Electronics, Inc. - KE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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 | 2,341,975 | 65,153 | 0.0% | 0.0% | 1 | +20,864 | 0.9% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,995,742 | 55,521 | 0.0% | 0.0% | 2 | +48,456 | 2.49% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,641,563 | 45,669 | 0.01% | 0.01% | 3 | -15,160 | -0.92% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,293,775 | 35,992 | 0.0% | 0.0% | 4 | -28,631 | -2.17% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 991,341 | 27,579 | 0.01% | 0.01% | 5 | +153,898 | 18.38% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 677,488 | 18,851 | 0.0% | 0.0% | 6 | +6,586 | 0.98% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 662,920 | 18,440 | 0.03% | 0.02% | 7 | +243,233 | 57.96% | Q4 2025 | Feb 10, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 604,800 | 16,825 | 0.07% | 0.08% | 8 | -23,466 | -3.74% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 515,409 | 14,338 | 0.0% | 0.0% | 9 | +59,446 | 13.04% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 511,497 | 14,229 | 0.0% | 0.0% | 10 | -3,551 | -0.69% | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 455,947 | 12,684 | 0.01% | 0.01% | 11 | -23,273 | -4.86% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 342,460 | 9,527 | 0.52% | 0.58% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 330,321 | 9,189 | 0.03% | 0.03% | 13 | -820 | -0.25% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 328,252 | 9,131 | 0.0% | 0.0% | 14 | -17,103 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 321,492 | 8,943 | 1.96% | 2.17% | 15 | -9,510 | -2.87% | Q4 2025 | Feb 04, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 296,514 | 8,474 | 0.12% | 0.15% | 16 | -25,441 | -7.9% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 266,694 | 7,419 | 0.0% | 0.0% | 17 | +5,844 | 2.24% | Q4 2025 | Feb 10, 2026 |
| GRACE & WHITE INC /NY | History | No change | 266,222 | 7,406 | 1.32% | 1.4% | 18 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 236,013 | 6,565 | 0.0% | 0.0% | 19 | +1,779 | 0.76% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 232,041 | 6,455 | 0.0% | 0.0% | 20 | +27,546 | 13.47% | Q4 2025 | Feb 17, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 231,670 | 6,445 | 0.18% | 0.21% | 21 | +2,400 | 1.05% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 222,068 | 6,177 | 0.0% | 0.0% | 22 | -17,519 | -7.31% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 206,720 | 5,750 | 0.0% | 0.0% | 23 | -39,759 | -16.13% | Q4 2025 | Feb 13, 2026 |
| CSM Advisors, LLC | History | Added to | 205,260 | 5,709 | 0.16% | 0.17% | 24 | +360 | 0.18% | Q4 2025 | Feb 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 195,024 | 5,425 | 0.11% | 0.12% | 25 | +11,583 | 6.31% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 184,662 | 5,137 | 0.0% | 0.0% | 26 | +33,715 | 22.34% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 171,914 | 4,782 | 0.01% | 0.01% | 27 | +20,452 | 13.5% | Q4 2025 | Jan 09, 2026 |
| Larson Financial Group LLC | History | No change | 171,252 | 4,764 | 0.16% | 0.18% | 28 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 151,388 | 4,211 | 0.02% | 0.02% | 29 | +39,641 | 35.47% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 144,546 | 4,021 | 0.01% | 0.0% | 30 | +75,723 | 110.03% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 138,618 | 3,856 | 0.0% | 0.0% | 31 | +28,688 | 26.1% | Q4 2025 | Mar 25, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 136,813 | 3,806 | 0.58% | 0.64% | 32 | -3,086 | -2.21% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 130,160 | 3,621 | 0.0% | 0.0% | 33 | +104,281 | 402.96% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 117,824 | 3,277 | 0.06% | 0.03% | 34 | +11,583 | 10.9% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 114,645 | 3,189 | 0.0% | 0.0% | 35 | +13,271 | 13.09% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 107,186 | 2,981 | 0.01% | 0.02% | 36 | -35,435 | -24.85% | Q4 2025 | Feb 18, 2026 |
| Cardinal Capital Management | History | Added to | 106,570 | 2,964 | 0.39% | 0.44% | 37 | +372 | 0.35% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 102,261 | 2,844 | 0.0% | 0.0% | 38 | -10,449 | -9.27% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 101,902 | 2,834 | 0.0% | 0.0% | 39 | -81,143 | -44.33% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 97,590 | 2,714 | 0.02% | — | 40 | +97,590 | New | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 94,367 | 2,625 | 0.0% | 0.0% | 41 | -2,674 | -2.76% | Q4 2025 | Feb 10, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 92,203 | 2,565 | 0.05% | 0.05% | 42 | +1,308 | 1.44% | Q4 2025 | Jan 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 91,642 | 2,549 | 0.0% | 0.0% | 43 | +129 | 0.14% | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 90,583 | 2,520 | 0.06% | 0.06% | 44 | +4,317 | 5.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 85,232 | 2,371 | 0.0% | 0.0% | 45 | +19,653 | 29.97% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,943 | 2,140 | 0.0% | 0.0% | 46 | +1,736 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 72,460 | 2,015 | 0.0% | 0.0% | 47 | +63,143 | 677.72% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 71,708 | 1,994 | 0.03% | — | 48 | +71,708 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 69,334 | 1,928 | 0.0% | 0.0% | 49 | +498 | 0.72% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 68,573 | 1,907 | 0.0% | 0.0% | 50 | +233 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 67,472 | 1,877 | 0.0% | 0.0% | 51 | -3,285 | -4.64% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 67,305 | 1,872 | 0.63% | 0.7% | 52 | -39 | -0.06% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 65,866 | 1,832 | 0.0% | 0.0% | 53 | +113 | 0.17% | Q4 2025 | Jan 30, 2026 |
| Trexquant Investment LP | History | Reduced | 65,453 | 1,820 | 0.02% | 0.04% | 54 | -52,754 | -44.63% | Q4 2025 | Feb 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 62,822 | 1,747 | 0.0% | 0.0% | 55 | -2,078 | -3.2% | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 57,603 | 1,602 | 0.0% | 0.0% | 56 | +7,794 | 15.65% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 54,403 | 1,513 | 0.0% | 0.0% | 57 | -7,121 | -11.57% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 51,005 | 1,418 | 0.0% | 0.0% | 58 | +1,571 | 3.18% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 50,000 | 1,391 | 0.0% | 0.0% | 59 | -6,600 | -11.66% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 47,453 | 1,388 | 0.0% | 0.0% | 60 | +1,032 | 2.22% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | No change | 47,765 | 1,328 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Added to | 46,927 | 1,305 | 0.0% | 0.0% | 62 | +2,324 | 5.21% | Q4 2025 | Feb 19, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 45,373 | 1,262 | 0.17% | 0.16% | 63 | +7,322 | 19.24% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 44,744 | 1,244 | 0.0% | 0.0% | 64 | +14,167 | 46.33% | Q4 2025 | Feb 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 44,480 | 1,237 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 44,366 | 1,234 | 0.0% | 0.0% | 66 | -7,902 | -15.12% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 42,206 | 1,174 | 0.67% | 0.73% | 67 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Man Group plc | History | Reduced | 37,582 | 1,045 | 0.0% | 0.0% | 68 | -1,569 | -4.01% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,750 | 1,022 | 0.0% | 0.0% | 69 | -25,574 | -41.03% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 36,493 | 1,016 | 0.0% | 0.0% | 70 | -2,801 | -7.13% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 36,484 | 1,014 | 0.22% | 0.11% | 71 | +23,292 | 176.56% | Q4 2025 | Feb 12, 2026 |
| GABELLI FUNDS LLC | History | New | 34,072 | 947 | 0.01% | — | 72 | +34,072 | New | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,151 | 894 | 0.0% | 0.0% | 73 | -4,762 | -12.9% | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 31,000 | 862 | 0.6% | 0.59% | 74 | -1,000 | -3.13% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,844 | 858 | 0.0% | 0.0% | 75 | +1,134 | 3.82% | Q4 2025 | Feb 17, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 30,211 | 840 | 0.13% | — | 76 | +30,211 | New | Q4 2025 | Feb 06, 2026 |
| OP Asset Management Ltd | History | Added to | 30,139 | 838 | 0.01% | 0.01% | 77 | +671 | 2.28% | Q4 2025 | Apr 21, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 30,000 | 834 | 0.0% | — | 78 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 29,498 | 820 | 0.02% | — | 79 | +29,498 | New | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 29,231 | 813 | 0.04% | 0.04% | 80 | +11,053 | 60.8% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 28,961 | 805 | 0.0% | 0.01% | 81 | -686 | -2.31% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 27,812 | 773 | 0.0% | 0.0% | 82 | +336 | 1.22% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 25,976 | 722 | 0.01% | 0.01% | 83 | +14,768 | 131.76% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | New | 24,085 | 670 | 0.0% | — | 84 | +24,085 | New | Q4 2025 | Feb 13, 2026 |
| Ellsworth Advisors, LLC | History | New | 20,886 | 655 | 0.13% | — | 85 | +20,886 | New | Q4 2025 | Jan 16, 2026 |
| XTX Topco Ltd | History | Added to | 23,397 | 650 | 0.02% | 0.03% | 86 | +6,194 | 36.01% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 22,606 | 628 | 0.0% | 0.0% | 87 | -31,667 | -58.35% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 22,300 | 620 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 22,244 | 618 | 0.0% | 0.0% | 89 | +3,974 | 21.75% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Added to | 22,000 | 612 | 0.0% | 0.0% | 90 | +1,200 | 5.77% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 21,386 | 594 | 0.0% | 0.0% | 91 | +934 | 4.57% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 20,400 | 568 | 0.0% | 0.0% | 92 | +3,500 | 20.71% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 18,222 | 506 | 0.01% | 0.01% | 93 | -277 | -1.5% | Q4 2025 | Feb 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 17,670 | 491 | 0.04% | — | 94 | +17,670 | New | Q4 2025 | Feb 17, 2026 |
| Inspire Investing, LLC | History | Reduced | 16,622 | 462 | 0.04% | 0.14% | 95 | -30,804 | -64.95% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 16,612 | 462 | 0.01% | 0.02% | 96 | -6,418 | -27.87% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | New | 16,468 | 458 | 0.04% | — | 97 | +16,468 | New | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 16,372 | 455 | 0.0% | 0.0% | 98 | -66,151 | -80.16% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 16,386 | 455 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Added to | 16,218 | 451 | 0.0% | 0.0% | 100 | +8,251 | 103.56% | Q4 2025 | Jan 09, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 16,013 | 445 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 14,321 | 398 | 0.0% | 0.0% | 102 | +1,356 | 10.46% | Q4 2025 | Feb 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,205 | 395 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,027 | 390 | 0.0% | 0.0% | 104 | -1,512 | -9.73% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 13,807 | 384 | 0.04% | — | 105 | +13,807 | New | Q4 2025 | Feb 05, 2026 |
| State of Wyoming | History | Added to | 13,738 | 382 | 0.04% | 0.01% | 106 | +10,591 | 336.54% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Added to | 13,463 | 374 | 0.02% | 0.02% | 107 | +4,019 | 42.56% | Q4 2025 | Feb 09, 2026 |
| Insight Wealth Partners, LLC | History | New | 13,259 | 368 | 0.05% | — | 108 | +13,259 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,407 | 345 | 0.0% | — | 109 | +12,407 | New | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 11,620 | 323 | 0.0% | 0.0% | 110 | -2,902 | -19.98% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,306 | 314 | 0.0% | 0.0% | 111 | +75 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,134 | 309 | 0.0% | — | 112 | +11,134 | New | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 10,618 | 295 | 0.0% | — | 113 | +10,618 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 9,802 | 272 | 0.0% | 0.0% | 114 | -184 | -1.84% | Q4 2025 | Feb 03, 2026 |
| BAILARD, INC. | History | Added to | 9,420 | 262 | 0.01% | 0.0% | 115 | +1,700 | 22.02% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 9,200 | 255 | 0.0% | 0.0% | 116 | -35,900 | -79.6% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,834 | 248 | 0.0% | 0.0% | 117 | -7,522 | -45.99% | Q4 2025 | Mar 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,338 | 237 | 0.0% | 0.0% | 118 | -1,665 | -16.65% | Q4 2025 | Feb 18, 2026 |
| WINTON GROUP Ltd | History | Reduced | 8,188 | 227 | 0.01% | 0.02% | 119 | -7,456 | -47.66% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,872 | 218 | 0.0% | 0.0% | 120 | -1,961 | -19.94% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,714 | 214 | 0.0% | 0.01% | 121 | -12,110 | -61.09% | Q4 2025 | Feb 04, 2026 |
| Verdad Advisers, LP | History | New | 7,687 | 213 | 0.24% | — | 122 | +7,687 | New | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 7,551 | 210 | 0.0% | 0.0% | 123 | -336 | -4.26% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,475 | 207 | 0.01% | — | 124 | +7,475 | New | Q4 2025 | Jan 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,396 | 205 | 0.0% | — | 125 | +7,396 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,293 | 202 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 7,204 | 200 | 0.09% | 0.12% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,798 | 189 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 4,845 | 134 | 0.0% | 0.0% | 129 | +3,035 | 167.68% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,036 | 112 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 4,002 | 111 | 0.01% | — | 131 | +4,002 | New | Q4 2025 | Jan 14, 2026 |
| LOM Asset Management Ltd | History | No change | 3,000 | 83 | 0.02% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | No change | 2,562 | 71 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 2,550 | 70 | 0.03% | 0.08% | 134 | -3,259 | -56.1% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,199 | 61 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Legal & General Group Plc | History | No change | 2,125 | 59 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,080 | 57 | 0.0% | 0.0% | 137 | -107 | -4.89% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,033 | 56 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,944 | 54 | 0.0% | 0.0% | 141 | -1,723 | -46.99% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,960 | 54 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,962 | 54 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,726 | 48 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,498 | 41 | 0.0% | 0.0% | 143 | +748 | 99.73% | Q4 2025 | Feb 17, 2026 |
| Founders Capital Management | History | No change | 1,500 | 41 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,377 | 38 | 0.0% | — | 145 | +1,377 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,244 | 35 | 0.0% | 0.0% | 146 | +715 | 135.16% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,256 | 34 | 0.0% | — | 147 | +1,256 | New | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,195 | 33 | 0.0% | — | 148 | +1,195 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,174 | 32 | 0.0% | 0.0% | 149 | -147 | -11.13% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,140 | 31 | 0.0% | 0.0% | 150 | +942 | 475.76% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 1,133 | 31 | 0.0% | 0.0% | 151 | +181 | 19.01% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,043 | 29 | 0.0% | 0.0% | 153 | +10 | 0.97% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,065 | 29 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 798 | 22 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Root Financial Partners, LLC | History | No change | 801 | 22 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 764 | 21 | 0.0% | 0.0% | 156 | -64 | -7.73% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 700 | 19 | 0.0% | — | 157 | +700 | New | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | Reduced | 654 | 18 | 0.0% | 0.0% | 158 | -51 | -7.23% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 574 | 15 | 0.0% | 0.0% | 159 | +8 | 1.41% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 491 | 13 | 0.0% | 0.0% | 160 | -79 | -13.86% | Q4 2025 | Jan 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 398 | 11 | 0.0% | — | 161 | +398 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 383 | 10 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Covestor Ltd | History | Added to | 289 | 8 | 0.0% | 0.0% | 163 | +231 | 398.28% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 284 | 7 | 0.0% | 0.0% | 164 | -244 | -46.21% | Q4 2025 | Jan 15, 2026 |
| Optiver Holding B.V. | History | Added to | 252 | 7 | 0.0% | 0.0% | 165 | +32 | 14.55% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 226 | 6 | 0.0% | — | 166 | +226 | New | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 164 | 4 | 0.0% | 0.0% | 169 | -8,785 | -98.17% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 179 | 4 | 0.0% | — | 168 | +179 | New | Q4 2025 | Feb 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 161 | 4 | 0.0% | — | 167 | +161 | New | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 140 | 3 | 0.0% | — | 171 | +140 | New | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 120 | 3 | 0.0% | — | 170 | +99 | 471.43% | Q4 2025 | Feb 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 50 | 1 | 0.0% | 0.0% | 176 | -7,000 | -99.29% | Q4 2025 | Feb 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 70 | 1 | 0.0% | — | 174 | +70 | New | Q4 2025 | Jan 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 37 | 1 | 0.0% | — | 179 | +37 | New | Q4 2025 | Jan 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 65 | 1 | 0.0% | 0.0% | 173 | +30 | 85.71% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 37 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 47 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -78,267 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -17,104 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,421 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,979 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,781 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,812 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -8,378 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -8,100 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,899 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,519 | -100.0% | Q3 2025 | Oct 29, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -6,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bedel Financial Consulting, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,777 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,133 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -932 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Trust Co | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |