LSI INDUSTRIES INC - LYTS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 2,553,953 | 46,788 | 1.1% | 1.47% | 1 | -12,915 | -0.5% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 2,085,666 | 38,209 | 0.0% | 0.0% | 2 | +129,584 | 6.62% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,693,733 | 31,029 | 0.0% | 0.0% | 3 | +36,258 | 2.19% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,457,339 | 26,698 | 0.01% | 0.01% | 4 | -2,253 | -0.15% | Q4 2025 | Feb 12, 2026 |
| AltraVue Capital, LLC | History | Added to | 1,445,833 | 26,487 | 2.18% | 2.62% | 5 | +106,693 | 7.97% | Q4 2025 | Feb 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,216,349 | 22,283 | 0.23% | 0.25% | 6 | +171,124 | 16.37% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 804,052 | 14,730 | 0.02% | 0.03% | 7 | -34,440 | -4.11% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 763,182 | 13,984 | 0.0% | 0.0% | 8 | +26,700 | 3.63% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 742,592 | 13,604 | 0.02% | 0.02% | 9 | +306,864 | 70.43% | Q4 2025 | Feb 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 649,378 | 11,896 | 0.0% | 0.0% | 10 | +28,700 | 4.62% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 612,184 | 11,215 | 0.0% | 0.0% | 11 | -2,825 | -0.46% | Q4 2025 | Feb 13, 2026 |
| WealthTrust Axiom LLC | History | Added to | 575,515 | 10,543 | 2.71% | 3.57% | 12 | +11,706 | 2.08% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 407,936 | 7,473 | 0.16% | 0.18% | 13 | +68,441 | 20.16% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 394,103 | 7,219 | 0.62% | 0.93% | 14 | +31,429 | 8.67% | Q4 2025 | Feb 06, 2026 |
| Juniper Investment Company, LLC | History | Added to | 341,504 | 6,256 | 2.15% | 0.99% | 15 | +231,693 | 210.99% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 318,197 | 5,829 | 0.04% | — | 16 | +318,197 | New | Q4 2025 | Feb 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 315,011 | 5,771 | 0.01% | 0.01% | 17 | +20,996 | 7.14% | Q4 2025 | Feb 12, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 305,000 | 5,587 | 1.33% | 1.7% | 18 | -51,000 | -14.33% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 293,812 | 5,382 | 0.01% | 0.01% | 19 | +32,436 | 12.41% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 283,422 | 5,192 | 0.01% | 0.01% | 20 | -7,000 | -2.41% | Q4 2025 | Feb 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 276,310 | 5,061 | 0.0% | 0.0% | 21 | +18,439 | 7.15% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 269,248 | 4,932 | 0.75% | 0.99% | 22 | -5,899 | -2.14% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 243,112 | 4,453 | 0.0% | 0.0% | 23 | -4,110 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 239,164 | 4,381 | 0.0% | 0.0% | 24 | +15,340 | 6.85% | Q4 2025 | Feb 10, 2026 |
| Phocas Financial Corp. | History | Reduced | 219,779 | 4,026 | 0.52% | 0.67% | 25 | -518 | -0.24% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 216,133 | 3,959 | 0.0% | 0.0% | 26 | +41,971 | 24.1% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 196,463 | 3,599 | 0.23% | 0.32% | 27 | -15,231 | -7.19% | Q4 2025 | Jan 30, 2026 |
| Archon Capital Management LLC | History | Added to | 196,437 | 3,598 | 2.05% | 2.55% | 28 | +15,000 | 8.27% | Q4 2025 | Feb 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 193,850 | 3,551 | 0.54% | 0.98% | 29 | -75,196 | -27.95% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 188,103 | 3,446 | 0.0% | 0.0% | 30 | -10,330 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 179,937 | 3,296 | 0.0% | 0.0% | 31 | +38,054 | 26.82% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 179,530 | 3,288 | 0.0% | 0.0% | 32 | +78,350 | 77.44% | Q4 2025 | Feb 17, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 173,400 | 3,176 | 0.12% | 0.15% | 33 | +4,200 | 2.48% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 172,235 | 3,155 | 0.0% | 0.0% | 34 | +8,603 | 5.26% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 168,600 | 3,088 | 0.0% | 0.0% | 35 | +32,185 | 23.59% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 158,289 | 2,899 | 0.0% | 0.0% | 36 | +2,796 | 1.8% | Q4 2025 | Mar 25, 2026 |
| Expect Equity LLC | History | No change | 143,604 | 2,630 | 2.54% | 3.31% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 140,320 | 2,570 | 0.0% | 0.0% | 38 | +80,546 | 134.75% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 114,597 | 2,099 | 0.01% | 0.01% | 39 | +9,895 | 9.45% | Q4 2025 | Feb 10, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 109,273 | 2,001 | 0.04% | 0.04% | 40 | +20,784 | 23.49% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 109,081 | 1,998 | 0.02% | 0.02% | 41 | +3,958 | 3.77% | Q4 2025 | Feb 17, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 105,690 | 1,936 | 0.11% | 0.15% | 42 | -3,424 | -3.14% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 101,825 | 1,865 | 0.0% | 0.0% | 43 | +35,758 | 54.12% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 98,731 | 1,808 | 0.0% | 0.0% | 44 | +4,211 | 4.46% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 94,184 | 1,725 | 0.03% | 0.05% | 45 | -2,439 | -2.52% | Q4 2025 | Jan 26, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 90,563 | 1,659 | 0.01% | 0.02% | 46 | -27,300 | -23.16% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 68,245 | 1,567 | 0.01% | 0.0% | 47 | +28,172 | 70.3% | Q4 2025 | Feb 11, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 82,387 | 1,509 | 0.88% | 0.95% | 48 | +14,552 | 21.45% | Q4 2025 | Feb 24, 2026 |
| SEI INVESTMENTS CO | History | New | 73,496 | 1,346 | 0.0% | — | 49 | +73,496 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 72,972 | 1,336 | 0.03% | 0.04% | 50 | +4,443 | 6.48% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 71,299 | 1,306 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 70,951 | 1,299 | 0.0% | 0.0% | 52 | -7,255 | -9.28% | Q4 2025 | Jan 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 68,662 | 1,257 | 0.02% | 0.03% | 53 | -13,850 | -16.79% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 64,207 | 1,176 | 0.0% | 0.0% | 54 | +3,971 | 6.59% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 63,682 | 1,166 | 0.0% | 0.0% | 55 | +376 | 0.59% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 59,231 | 1,085 | 0.0% | 0.0% | 56 | -40,969 | -40.89% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 54,300 | 994 | 0.0% | 0.0% | 57 | +1,900 | 3.63% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | New | 52,854 | 968 | 0.09% | — | 59 | +52,854 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 52,854 | 968 | 1.62% | 0.59% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | Added to | 52,516 | 962 | 0.17% | 0.17% | 60 | +2,350 | 4.68% | Q4 2025 | Feb 26, 2026 |
| HRT FINANCIAL LP | History | Added to | 51,080 | 935 | 0.0% | 0.0% | 61 | +41,688 | 443.87% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 47,532 | 870 | 0.0% | 0.01% | 62 | -2,874 | -5.7% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,584 | 835 | 0.0% | 0.0% | 63 | +24,086 | 112.04% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,917 | 786 | 0.0% | 0.0% | 64 | +4,733 | 12.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 39,366 | 721 | 0.0% | 0.0% | 65 | +3,247 | 8.99% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 39,115 | 716 | 0.0% | 0.0% | 66 | -118,233 | -75.14% | Q4 2025 | Feb 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 37,477 | 686 | 0.01% | 0.02% | 67 | -166 | -0.44% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 37,400 | 685 | 0.0% | 0.0% | 68 | +11,400 | 43.85% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 34,994 | 641 | 0.0% | 0.0% | 69 | +13 | 0.04% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 34,376 | 629 | 0.0% | 0.0% | 70 | +13,009 | 60.88% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 33,764 | 618 | 0.0% | 0.0% | 71 | -5,518 | -14.05% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 33,407 | 612 | 0.0% | 0.0% | 72 | +6,173 | 22.67% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 32,748 | 599 | 0.03% | 0.03% | 73 | +13,437 | 69.58% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 28,696 | 525 | 0.0% | 0.0% | 74 | -44,146 | -60.61% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 27,997 | 512 | 0.0% | 0.0% | 75 | -1,875 | -6.28% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 27,942 | 511 | 0.0% | 0.0% | 76 | +3,204 | 12.95% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 27,529 | 504 | 0.0% | 0.0% | 77 | -8,434 | -23.45% | Q4 2025 | Jan 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,261 | 500 | 0.0% | 0.0% | 78 | +4,232 | 18.38% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 27,074 | 495 | 0.0% | 0.0% | 79 | -2,143 | -7.33% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 25,232 | 462 | 0.0% | 0.0% | 80 | -9,120 | -26.55% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,724 | 452 | 0.01% | 0.0% | 81 | +14,243 | 135.89% | Q4 2025 | Jan 16, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 24,462 | 445 | 0.0% | 0.0% | 82 | -12,007 | -32.92% | Q4 2025 | Mar 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,786 | 435 | 0.0% | 0.0% | 83 | +2,650 | 12.54% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 21,811 | 399 | 0.0% | 0.0% | 84 | -5 | -0.02% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 21,444 | 392 | 0.0% | 0.0% | 85 | -1,719 | -7.42% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 20,258 | 371 | 0.0% | 0.0% | 86 | -2 | -0.01% | Q4 2025 | Feb 13, 2026 |
| WINTON GROUP Ltd | History | New | 20,223 | 370 | 0.01% | — | 87 | +20,223 | New | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 19,550 | 358 | 0.0% | 0.0% | 88 | -72,295 | -78.71% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 18,551 | 339 | 0.0% | 0.0% | 89 | +3,843 | 26.13% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 17,851 | 327 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 17,473 | 320 | 0.0% | 0.0% | 91 | +8,733 | 99.92% | Q4 2025 | Jan 27, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 17,438 | 319 | 0.07% | 0.39% | 92 | -41,187 | -70.26% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 17,118 | 313 | 0.0% | 0.0% | 93 | -801 | -4.47% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 16,731 | 306 | 0.0% | 0.01% | 94 | -9,965 | -37.33% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,763 | 288 | 0.0% | 0.0% | 95 | +50 | 0.32% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,375 | 281 | 0.0% | 0.0% | 96 | -6,721 | -30.42% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,391 | 281 | 0.0% | 0.0% | 97 | +1,109 | 7.77% | Q4 2025 | Feb 12, 2026 |
| BAILARD, INC. | History | Added to | 15,300 | 280 | 0.01% | 0.01% | 98 | +500 | 3.38% | Q4 2025 | Feb 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 15,083 | 276 | 0.0% | — | 99 | +15,083 | New | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,900 | 273 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 14,800 | 271 | 0.0% | — | 101 | +14,800 | New | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 14,677 | 268 | 0.0% | — | 102 | +14,677 | New | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,637 | 249 | 0.0% | 0.0% | 103 | -3,219 | -19.1% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | New | 13,543 | 248 | 0.0% | — | 104 | +13,543 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 12,829 | 235 | 0.0% | 0.0% | 105 | +3,444 | 36.7% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,635 | 231 | 0.0% | 0.0% | 106 | +388 | 3.17% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 12,489 | 228 | 0.0% | 0.0% | 107 | -75,859 | -85.86% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,702 | 214 | 0.0% | — | 108 | +11,702 | New | Q4 2025 | Feb 18, 2026 |
| AlphaQuest LLC | History | Added to | 11,446 | 209 | 0.01% | 0.01% | 109 | +6,653 | 138.81% | Q4 2025 | Feb 09, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 9,730 | 178 | 0.03% | 0.04% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,228 | 143 | 0.0% | 0.01% | 111 | -390 | -3.36% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,398 | 135 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,700 | 122 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| State of Wyoming | History | New | 6,632 | 121 | 0.01% | — | 114 | +6,632 | New | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | New | 6,599 | 120 | 0.0% | — | 115 | +6,599 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,413 | 117 | 0.0% | 0.0% | 116 | +1,072 | 20.07% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,310 | 97 | 0.0% | 0.0% | 117 | -570 | -9.69% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 5,015 | 92 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 4,146 | 74 | 0.0% | 0.0% | 119 | +2,509 | 153.27% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,783 | 50 | 0.0% | 0.0% | 120 | +1,828 | 191.41% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,677 | 49 | 0.0% | 0.0% | 121 | -26 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,462 | 45 | 0.0% | 0.0% | 122 | +1,328 | 117.11% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,224 | 40 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,029 | 37 | 0.0% | 0.0% | 124 | -755 | -27.12% | Q4 2025 | Feb 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 1,941 | 36 | 0.0% | — | 125 | +1,941 | New | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,714 | 31 | 0.0% | 0.0% | 126 | +625 | 57.39% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,534 | 28 | 0.0% | 0.0% | 127 | +1,031 | 204.97% | Q4 2025 | Feb 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,333 | 24 | 0.0% | — | 128 | +1,333 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | No change | 1,069 | 19 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 912 | 17 | 0.0% | — | 130 | +912 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 958 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 855 | 16 | 0.0% | 0.0% | 133 | -134 | -13.55% | Q4 2025 | Feb 05, 2026 |
| DANSKE BANK A/S | History | No change | 900 | 16 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 668 | 12 | 0.0% | 0.0% | 134 | +452 | 209.26% | Q4 2025 | Jan 15, 2026 |
| Quarry LP | History | Reduced | 614 | 11 | 0.0% | 0.01% | 136 | -1,720 | -73.69% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | New | 609 | 11 | 0.0% | — | 135 | +609 | New | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 561 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 516 | 9 | 0.0% | — | 138 | +516 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 510 | 9 | 0.0% | 0.0% | 139 | +28 | 5.81% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 457 | 8 | 0.0% | 0.0% | 141 | +50 | 12.29% | Q4 2025 | Jan 08, 2026 |
| Smithfield Trust Co | History | No change | 412 | 8 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | New | 297 | 5 | 0.0% | — | 143 | +297 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 267 | 5 | 0.0% | 0.0% | 142 | -2 | -0.74% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 248 | 4 | 0.0% | 0.0% | 146 | +65 | 35.52% | Q4 2025 | Jan 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 199 | 4 | 0.0% | 0.0% | 145 | -3 | -1.49% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 266 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optiver Holding B.V. | History | No change | 192 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | No change | 190 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Added to | 45 | 1 | 0.0% | 0.0% | 152 | +24 | 114.29% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 59 | 1 | 0.0% | 0.0% | 149 | +4 | 7.27% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 56 | 1 | 0.0% | 0.0% | 151 | +1 | 1.82% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | No change | 100 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -203,153 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,610 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,648 | -100.0% | Q3 2025 | Nov 13, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27,683 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.04% | — | -26,307 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,917 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,623 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,761 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.69% | — | -15,000 | -100.0% | Q3 2025 | Dec 03, 2025 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,410 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,220 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,384 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,782 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,558 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -9,370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -9,048 | -100.0% | Q3 2025 | Oct 07, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,492 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,166 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | 0.0% | — | -46 | -88.46% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |