Karat Packaging Inc. - KRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 632,281 | 33,212 | 0.04% | 0.02% | 1 | +218,043 | 52.64% | Q3 2026 | Nov 09, 2026 |
| BlackRock, Inc. | History | No change | 592,941 | 19,839 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 282,662 | 14,856 | 0.0% | 0.0% | 3 | -9,265 | -3.17% | Q3 2026 | Nov 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 248,874 | 13,078 | 0.0% | 0.0% | 4 | +8,743 | 3.64% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 390,162 | 13,054 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | Added to | 231,483 | 12,164 | 0.01% | 0.01% | 6 | +31,541 | 15.78% | Q3 2026 | Nov 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 230,612 | 12,118 | 0.0% | 0.0% | 7 | -182 | -0.08% | Q3 2026 | Nov 09, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 213,937 | 11,242 | 1.05% | 0.7% | 8 | -118,659 | -35.68% | Q3 2026 | Nov 06, 2026 |
| Mawer Investment Management Ltd. | History | Added to | 208,330 | 10,947 | 0.08% | 0.01% | 9 | +177,246 | 570.22% | Q3 2026 | Nov 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 185,066 | 9,725 | 0.29% | 0.14% | 10 | +48,906 | 35.92% | Q3 2026 | Oct 19, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 169,446 | 8,907 | 0.01% | 0.01% | 11 | -62,267 | -26.87% | Q3 2026 | Nov 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 263,499 | 8,816 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 159,206 | 8,366 | 0.0% | 0.0% | 13 | -305 | -0.19% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 228,316 | 7,639 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 225,347 | 7,540 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 218,443 | 7,306 | 0.8% | 0.8% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 165,862 | 5,551 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 165,467 | 5,536 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 157,069 | 5,255 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| North Star Investment Management Corp. | History | No change | 97,000 | 5,097 | 0.28% | 0.18% | 20 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 123,655 | 4,140 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 122,248 | 4,090 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 100,550 | 3,364 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 63,560 | 3,340 | 0.36% | 0.49% | 24 | -82,585 | -56.51% | Q3 2026 | Oct 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,406 | 3,326 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 62,898 | 3,305 | 0.0% | 0.0% | 26 | +17,795 | 39.45% | Q3 2026 | Nov 10, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 98,320 | 3,289 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 61,286 | 3,220 | 0.14% | 0.03% | 28 | +40,830 | 199.6% | Q3 2026 | Oct 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 84,402 | 2,824 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 82,117 | 2,747 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 81,870 | 2,739 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 78,896 | 2,587 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Reduced | 47,787 | 2,511 | 0.0% | 0.0% | 33 | -5,430 | -10.2% | Q3 2026 | Nov 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 62,682 | 2,097 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nilsine Partners, LLC | History | New | 37,434 | 1,967 | 0.14% | — | 35 | +37,434 | New | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 54,196 | 1,813 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | New | 34,452 | 1,810 | 0.0% | — | 37 | +34,452 | New | Q3 2026 | Nov 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 51,205 | 1,713 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 31,740 | 1,667 | 0.02% | 0.01% | 39 | +1,777 | 5.93% | Q3 2026 | Nov 05, 2026 |
| Legato Capital Management LLC | History | New | 30,844 | 1,620 | 0.15% | — | 40 | +30,844 | New | Q3 2026 | Nov 10, 2026 |
| Point72 Asset Management, L.P. | History | No change | 48,378 | 1,618 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 47,186 | 1,578 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 28,138 | 1,478 | 0.0% | 0.0% | 43 | +2,641 | 10.36% | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 43,477 | 1,454 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 25,291 | 1,329 | 0.0% | 0.0% | 45 | +16,930 | 202.49% | Q3 2026 | Nov 09, 2026 |
| HRT FINANCIAL LP | History | No change | 37,018 | 1,238 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 33,040 | 1,105 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 30,342 | 1,015 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 30,115 | 1,007 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,512 | 972 | 0.01% | 0.0% | 50 | +289 | 1.59% | Q3 2026 | Nov 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,723 | 961 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 17,477 | 918 | 0.0% | 0.01% | 52 | -28,825 | -62.25% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 25,234 | 844 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 23,923 | 800 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,508 | 786 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 23,353 | 781 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 20,447 | 684 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 20,274 | 678 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kings Path Partners LLC | History | Reduced | 12,590 | 661 | 0.17% | 0.18% | 59 | -7,420 | -37.08% | Q3 2026 | Oct 21, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,907 | 632 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,085 | 582 | 0.0% | 0.0% | 61 | -286 | -2.52% | Q3 2026 | Nov 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,193 | 575 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,519 | 552 | 0.0% | 0.0% | 63 | -334 | -3.08% | Q3 2026 | Nov 10, 2026 |
| XTX Topco Ltd | History | No change | 16,342 | 546 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 15,217 | 509 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 9,405 | 494 | 0.0% | 0.0% | 66 | -2,421 | -20.47% | Q3 2026 | Nov 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,621 | 489 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 14,274 | 477 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 8,860 | 465 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 8,563 | 449 | 0.01% | 0.01% | 71 | +821 | 10.6% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,430 | 449 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,303 | 445 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | New | 8,457 | 444 | 0.01% | — | 73 | +8,457 | New | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | Reduced | 8,039 | 422 | 0.0% | 0.0% | 74 | -8,589 | -51.65% | Q3 2026 | Nov 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,855 | 413 | 0.0% | 0.0% | 75 | +630 | 8.72% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,649 | 411 | 0.0% | 0.0% | 76 | +93 | 1.23% | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,065 | 403 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,531 | 395 | 0.0% | 0.0% | 78 | -1,089 | -12.63% | Q3 2026 | Nov 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 7,401 | 388 | 0.0% | 0.0% | 79 | -13,528 | -64.64% | Q3 2026 | Nov 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 11,302 | 378 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,224 | 342 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 6,504 | 341 | 0.03% | — | 83 | +6,504 | New | Q3 2026 | Oct 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 6,503 | 341 | 0.04% | 0.03% | 82 | -1,650 | -20.24% | Q3 2026 | Oct 30, 2026 |
| Odyssean, LLC | History | No change | 9,552 | 319 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 9,440 | 315 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 9,152 | 306 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,010 | 279 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,827 | 261 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 7,703 | 257 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Employees Retirement System of Texas | History | New | 4,666 | 245 | 0.0% | — | 90 | +4,666 | New | Q3 2026 | Nov 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,023 | 234 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | New | 4,413 | 231 | 0.0% | — | 92 | +4,413 | New | Q3 2026 | Nov 06, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 6,317 | 211 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Revisor Wealth Management LLC | History | New | 3,982 | 210 | 0.05% | — | 94 | +3,982 | New | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,190 | 207 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,041 | 202 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 3,317 | 174 | 0.0% | 0.0% | 97 | -16,654 | -83.39% | Q3 2026 | Nov 06, 2026 |
| BARD ASSOCIATES INC | History | No change | 5,000 | 167 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,980 | 133 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,352 | 123 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 2,138 | 112 | 0.0% | 0.0% | 101 | -31 | -1.43% | Q3 2026 | Oct 13, 2026 |
| GK Wealth Management LLC | History | New | 2,019 | 106 | 0.06% | — | 102 | +2,019 | New | Q3 2026 | Oct 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,103 | 103 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,004 | 100 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,559 | 85 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,526 | 80 | 0.0% | 0.0% | 106 | +853 | 126.75% | Q3 2026 | Oct 23, 2026 |
| Legal & General Group Plc | History | No change | 2,251 | 75 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 1,228 | 64 | 0.0% | 0.0% | 108 | -133 | -9.77% | Q3 2026 | Nov 10, 2026 |
| USA FINANCIAL FORMULAS | History | New | 871 | 45 | 0.01% | — | 109 | +871 | New | Q3 2026 | Oct 16, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 713 | 37 | 0.0% | 0.0% | 110 | -376 | -34.53% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Reduced | 663 | 34 | 0.0% | 0.0% | 111 | -3,818 | -85.2% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 557 | 30 | 0.02% | 0.02% | 112 | -293 | -34.47% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 828 | 27 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 698 | 23 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 409 | 21 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 600 | 20 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 376 | 19 | 0.0% | 0.0% | 118 | +38 | 11.24% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 356 | 18 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 283 | 14 | 0.0% | 0.0% | 120 | +253 | 843.33% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 446 | 14 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Smithfield Trust Co | History | No change | 248 | 13 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 207 | 11 | 0.0% | 0.0% | 123 | -8 | -3.72% | Q3 2026 | Oct 22, 2026 |
| Triumph Capital Management | History | No change | 220 | 11 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | New | 205 | 10 | 0.0% | — | 128 | +205 | New | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 208 | 10 | 0.0% | 0.0% | 127 | +8 | 4.0% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 191 | 10 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 254 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 138 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 135 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 121 | 6 | 0.0% | 0.0% | 132 | +38 | 45.78% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 110 | 5 | 0.0% | 0.0% | 133 | -27 | -19.71% | Q3 2026 | Nov 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 157 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 78 | 4 | 0.0% | 0.0% | 137 | -20 | -20.41% | Q3 2026 | Nov 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 135 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 63 | 3 | 0.0% | — | 143 | +63 | New | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 65 | 3 | 0.0% | 0.0% | 138 | +34 | 109.68% | Q3 2026 | Nov 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 63 | 3 | 0.0% | 0.0% | 141 | +8 | 14.55% | Q3 2026 | Oct 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 119 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 50 | 2 | 0.0% | 0.0% | 144 | -121 | -70.76% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 31 | 1 | 0.0% | — | 146 | +31 | New | Q3 2026 | Oct 30, 2026 |
| Quarry LP | History | No change | 39 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,525 | -100.0% | Q3 2026 | Oct 14, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -8,819 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,091 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Financial Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Optiver Holding B.V. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |