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 | No change | 2,440,147 | 62,467 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,654,668 | 45,222 | 0.01% | 0.01% | 2 | -1,650 | -0.1% | Q3 2026 | Nov 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,306,574 | 33,448 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,191,599 | 30,504 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,067,235 | 27,321 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 811,046 | 20,762 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 738,722 | 18,908 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 689,669 | 17,659 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNEST PARTNERS LLC | History | No change | 518,851 | 13,282 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 517,810 | 13,255 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 439,224 | 11,244 | 2.04% | 2.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 387,766 | 9,926 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 373,326 | 9,557 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 370,938 | 9,496 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 355,036 | 9,088 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 305,933 | 7,831 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 276,164 | 7,547 | 0.0% | 0.0% | 17 | +107,195 | 63.44% | Q3 2026 | Nov 02, 2026 |
| GRACE & WHITE INC /NY | History | No change | 270,422 | 7,390 | 1.21% | 1.1% | 18 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 288,205 | 7,378 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 285,717 | 7,314 | 0.37% | 0.37% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 284,801 | 7,290 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 243,097 | 6,223 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 242,332 | 6,203 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 209,365 | 5,721 | 0.08% | 0.07% | 24 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 217,082 | 5,557 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 216,698 | 5,547 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 201,940 | 5,169 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 196,720 | 5,036 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 185,572 | 4,750 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 171,185 | 4,678 | 0.11% | 0.12% | 30 | -6 | -0.0% | Q3 2026 | Nov 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 179,259 | 4,589 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 175,491 | 4,492 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 160,299 | 4,103 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 159,504 | 4,083 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 147,339 | 4,026 | 0.0% | 0.01% | 35 | -22,635 | -13.32% | Q3 2026 | Oct 15, 2026 |
| Empowered Funds, LLC | History | No change | 139,498 | 3,571 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 137,848 | 3,528 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 128,279 | 3,505 | 0.06% | 0.06% | 38 | -5,581 | -4.17% | Q3 2026 | Oct 13, 2026 |
| Man Group plc | History | No change | 129,875 | 3,324 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 125,262 | 3,206 | 0.41% | 0.41% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cardinal Capital Management | History | Added to | 113,882 | 3,112 | 0.36% | 0.34% | 41 | +5,710 | 5.28% | Q3 2026 | Oct 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 119,565 | 3,060 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 111,658 | 2,858 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 109,511 | 2,803 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 106,414 | 2,724 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 101,491 | 2,598 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 93,478 | 2,554 | 0.0% | 0.0% | 47 | +153 | 0.16% | Q3 2026 | Nov 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 95,298 | 2,439 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 88,464 | 2,202 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 82,328 | 2,107 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 79,826 | 2,043 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 71,244 | 1,823 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 65,452 | 1,788 | 0.0% | 0.0% | 53 | -594 | -0.9% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Holdings, LLC | History | No change | 66,552 | 1,703 | 0.52% | 0.52% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 60,000 | 1,536 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 58,849 | 1,506 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 56,863 | 1,455 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 48,682 | 1,246 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 47,791 | 1,224 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 46,084 | 1,179 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 45,373 | 1,161 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,673 | 1,138 | 0.0% | 0.0% | 62 | +656 | 1.6% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | Added to | 39,800 | 1,087 | 0.0% | 0.0% | 63 | +11,200 | 39.16% | Q3 2026 | Oct 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 40,606 | 1,039 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 38,977 | 997 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 38,550 | 986 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 36,062 | 985 | 0.55% | 0.52% | 67 | -1,766 | -4.67% | Q3 2026 | Oct 19, 2026 |
| Invesco Ltd. | History | No change | 36,783 | 941 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 35,997 | 921 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,468 | 882 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 34,104 | 873 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 34,050 | 871 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 31,469 | 860 | 0.0% | 0.0% | 73 | -18,946 | -37.58% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 32,770 | 838 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 31,911 | 816 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 31,671 | 810 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Teton Advisors, LLC | History | No change | 31,000 | 793 | 0.46% | 0.46% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 30,875 | 790 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 28,570 | 731 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 26,665 | 682 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 26,200 | 670 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 23,484 | 641 | 0.03% | 0.03% | 82 | -3,532 | -13.07% | Q3 2026 | Oct 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 24,432 | 625 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,190 | 619 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 23,536 | 602 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,711 | 519 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,900 | 518 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 20,100 | 515 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 19,944 | 510 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 19,803 | 507 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 17,292 | 442 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 15,180 | 388 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | Added to | 13,928 | 380 | 0.01% | 0.0% | 93 | +4,086 | 41.52% | Q3 2026 | Oct 27, 2026 |
| BAILARD, INC. | History | No change | 13,900 | 379 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 14,308 | 366 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,205 | 363 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,034 | 359 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,922 | 330 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 12,339 | 315 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,972 | 306 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 11,196 | 305 | 0.0% | 0.0% | 101 | -1,339 | -10.68% | Q3 2026 | Nov 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11,138 | 304 | 0.01% | 0.0% | 102 | -18 | -0.16% | Q3 2026 | Oct 22, 2026 |
| CITIGROUP INC | History | Reduced | 10,407 | 284 | 0.0% | 0.0% | 103 | -4,299 | -29.23% | Q3 2026 | Nov 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,110 | 284 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 11,095 | 284 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 10,546 | 269 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 10,069 | 257 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 10,042 | 257 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,799 | 250 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 9,125 | 233 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 8,339 | 227 | 0.03% | 0.03% | 111 | -2,941 | -26.07% | Q3 2026 | Nov 03, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 8,261 | 225 | 0.0% | 0.0% | 112 | -9,498 | -53.48% | Q3 2026 | Oct 20, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 7,820 | 213 | 0.0% | 0.0% | 113 | -2 | -0.03% | Q3 2026 | Oct 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 7,551 | 206 | 0.0% | — | 114 | +7,551 | New | Q3 2026 | Oct 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,496 | 204 | 0.01% | — | 115 | +7,496 | New | Q3 2026 | Oct 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 7,564 | 193 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,293 | 186 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,663 | 182 | 0.0% | 0.0% | 118 | -1,759 | -20.89% | Q3 2026 | Oct 16, 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 | No change | 6,086 | 155 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 5,375 | 138 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,689 | 120 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,630 | 118 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,002 | 109 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,036 | 103 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,935 | 100 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 3,458 | 88 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| LOM Asset Management Ltd | History | No change | 3,000 | 76 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,643 | 72 | 0.01% | 0.01% | 129 | +81 | 3.16% | Q3 2026 | Oct 01, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,611 | 66 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,458 | 62 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,082 | 56 | 0.0% | 0.0% | 132 | +860 | 70.38% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 2,137 | 54 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,033 | 52 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 51 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 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 |
| GAMMA Investing LLC | History | Added to | 1,707 | 46 | 0.0% | 0.0% | 137 | +452 | 36.02% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,779 | 45 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,223 | 33 | 0.0% | 0.0% | 139 | +158 | 14.84% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,256 | 32 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,145 | 31 | 0.0% | 0.0% | 141 | -886 | -43.62% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,181 | 30 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,124 | 28 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Root Financial Partners, LLC | History | New | 893 | 24 | 0.0% | — | 145 | +893 | New | Q3 2026 | Oct 21, 2026 |
| Arax Advisory Partners | History | No change | 961 | 24 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Latitude Advisors, LLC | History | New | 700 | 19 | 0.01% | — | 147 | +700 | New | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 743 | 19 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 666 | 17 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 530 | 12 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 332 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 284 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 239 | 6 | 0.0% | — | 152 | +239 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 175 | 4 | 0.0% | 0.0% | 154 | -378 | -68.35% | Q3 2026 | Oct 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 159 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 132 | 3 | 0.0% | 0.0% | 155 | -667 | -83.48% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 133 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 98 | 2 | 0.0% | — | 159 | +67 | 216.13% | Q3 2026 | Nov 04, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Reduced | 52 | 1 | 0.0% | 0.01% | 165 | -291 | -84.84% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | New | 53 | 1 | 0.0% | — | 167 | +53 | New | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | Added to | 57 | 1 | 0.0% | — | 162 | +20 | 54.05% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 67 | 1 | 0.0% | 0.0% | 163 | +4 | 6.35% | Q3 2026 | Oct 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 77 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | No change | 60 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -42,388 | -100.0% | Q3 2026 | Oct 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -7,972 | -100.0% | Q3 2026 | Nov 05, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,766 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,199 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 31 | 0 | — | — | — | +20 | 181.82% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Lavaca Capital LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bullock Wealth Management Group | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |