MALIBU BOATS, INC. - MBUU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 1,794,261 | 49,216 | 0.14% | 0.14% | 1 | +96,804 | 5.7% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,599,445 | 43,872 | 0.0% | 0.0% | 2 | +153,018 | 10.58% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,237,871 | 33,954 | 0.01% | 0.01% | 3 | -165,536 | -11.8% | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 1,103,942 | 30,281 | 0.35% | 0.44% | 4 | -384,721 | -25.84% | Q2 2026 | Jul 29, 2026 |
| Lodge Hill Capital, LLC | History | Added to | 926,014 | 25,400 | 4.26% | 4.53% | 5 | +21,000 | 2.32% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 924,936 | 25,372 | 0.0% | 0.01% | 6 | -42,132 | -4.36% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 802,377 | 22,009 | 0.0% | 0.0% | 7 | +3,959 | 0.5% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 782,462 | 21,462 | 0.11% | 0.1% | 8 | +87,699 | 12.62% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 662,201 | 18,164 | 0.01% | 0.01% | 9 | +80,268 | 13.79% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 524,052 | 14,376 | 0.0% | 0.0% | 10 | +70,975 | 15.67% | Q2 2026 | Aug 12, 2026 |
| Twin Lions Management LLC | History | Reduced | 504,210 | 13,830 | 10.84% | 17.44% | 11 | -608,991 | -54.71% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 458,813 | 12,585 | 0.0% | 0.0% | 12 | +14,840 | 3.34% | Q2 2026 | Aug 07, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 375,988 | 10,313 | 0.03% | 0.04% | 13 | -99,808 | -20.98% | Q2 2026 | Aug 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 391,750 | 10,153 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 369,824 | 10,144 | 0.0% | 0.0% | 15 | -32,028 | -7.97% | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, LP | History | Added to | 359,568 | 9,862 | 3.13% | 2.42% | 16 | +144,374 | 67.09% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 350,661 | 9,618 | 0.0% | 0.0% | 17 | +276,877 | 375.25% | Q2 2026 | Sep 02, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 267,286 | 7,331 | 0.02% | 0.02% | 18 | -3,376 | -1.25% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 259,802 | 7,126 | 0.0% | 0.0% | 19 | -83,240 | -24.27% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 244,061 | 6,694 | 0.0% | 0.0% | 20 | +239,921 | 5795.19% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 234,068 | 6,420 | 0.02% | 0.01% | 21 | +149,565 | 176.99% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 213,708 | 5,862 | 0.0% | 0.0% | 22 | +29,824 | 16.22% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 189,289 | 5,192 | 0.0% | 0.0% | 23 | -95,072 | -33.43% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 185,569 | 5,090 | 0.0% | 0.0% | 24 | +19,232 | 11.56% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 181,648 | 4,982 | 0.0% | 0.0% | 25 | +52,554 | 40.71% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 176,414 | 4,839 | 0.0% | 0.0% | 26 | +45 | 0.03% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | Added to | 169,048 | 4,636 | 0.23% | 0.07% | 27 | +121,414 | 254.89% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 141,752 | 3,888 | 0.0% | 0.0% | 28 | +117,388 | 481.81% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | New | 140,300 | 3,848 | 0.0% | — | 29 | +140,300 | New | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 132,152 | 3,624 | 0.06% | 0.07% | 30 | +4,617 | 3.62% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 127,992 | 3,510 | 0.0% | 0.0% | 31 | +4,962 | 4.03% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | Reduced | 127,366 | 3,493 | 0.31% | 0.43% | 32 | -104,483 | -45.07% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 122,236 | 3,439 | 0.0% | 0.0% | 33 | +97,975 | 403.84% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 123,658 | 3,391 | 0.0% | 0.0% | 34 | -2,409 | -1.91% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 116,478 | 3,192 | 0.35% | 0.36% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 98,935 | 2,713 | 0.04% | 0.01% | 36 | +72,515 | 274.47% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 94,144 | 2,582 | 0.01% | 0.01% | 37 | +4,596 | 5.13% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 89,764 | 2,462 | 0.0% | 0.0% | 38 | +55,537 | 162.26% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 86,914 | 2,384 | 0.0% | 0.0% | 39 | +5,129 | 6.27% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | New | 81,292 | 2,229 | 0.0% | — | 40 | +81,292 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 79,396 | 2,177 | 0.0% | — | 41 | +79,396 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 77,400 | 2,123 | 0.0% | 0.0% | 42 | +33,300 | 75.51% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 73,036 | 2,003 | 0.0% | 0.0% | 43 | +46,200 | 172.16% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 68,967 | 1,891 | 0.0% | — | 44 | +68,967 | New | Q2 2026 | Aug 14, 2026 |
| 1060 Capital, LLC | History | New | 64,153 | 1,759 | 2.48% | — | 45 | +64,153 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 57,961 | 1,589 | 0.0% | 0.0% | 46 | -3,345 | -5.46% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 52,275 | 1,433 | 0.0% | 0.0% | 47 | +12,308 | 30.8% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 48,200 | 1,322 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 46,348 | 1,271 | 0.0% | 0.0% | 49 | -197 | -0.42% | Q2 2026 | Aug 13, 2026 |
| Villanova Investment Management Co LLC | History | Added to | 45,124 | 1,237 | 1.17% | 1.09% | 50 | +3,910 | 9.49% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 45,067 | 1,236 | 0.0% | 0.0% | 51 | +44,708 | 12453.48% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 43,548 | 1,194 | 0.0% | 0.0% | 52 | +2,568 | 6.27% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 41,370 | 1,134 | 0.0% | 0.0% | 53 | -779 | -1.85% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 41,019 | 1,125 | 0.01% | — | 54 | +41,019 | New | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,010 | 1,124 | 0.0% | 0.0% | 55 | +6,606 | 19.2% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 40,486 | 1,110 | 0.0% | 0.0% | 56 | -40,860 | -50.23% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 39,537 | 1,084 | 0.0% | 0.0% | 57 | +7,141 | 22.04% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 39,554 | 1,084 | 0.0% | 0.0% | 58 | -1,355 | -3.31% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 37,659 | 1,032 | 0.01% | — | 59 | +37,659 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 36,400 | 998 | 0.0% | 0.0% | 60 | -1,100 | -2.93% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 36,258 | 994 | 0.0% | — | 61 | +36,258 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 35,751 | 980 | 0.0% | 0.0% | 62 | +32,587 | 1029.93% | Q2 2026 | Aug 06, 2026 |
| CREDIT AGRICOLE S A | History | No change | 35,000 | 960 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penn Capital Management Company, LLC | History | New | 34,013 | 932 | 0.06% | — | 64 | +34,013 | New | Q2 2026 | Jul 30, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 32,400 | 888 | 0.03% | 0.04% | 65 | -750 | -2.26% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 26,841 | 736 | 0.0% | 0.0% | 66 | +2,464 | 10.11% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 24,481 | 671 | 0.0% | 0.0% | 67 | +8,218 | 50.53% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,405 | 669 | 0.0% | 0.0% | 68 | +10,060 | 70.13% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 23,675 | 649 | 0.15% | — | 69 | +23,675 | New | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,980 | 647 | 0.0% | 0.0% | 70 | +3,000 | 13.65% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 23,490 | 644 | 0.0% | 0.0% | 71 | -43,569 | -64.97% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 23,042 | 632 | 0.0% | 0.0% | 72 | -6,242 | -21.32% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 22,723 | 623 | 0.0% | 0.0% | 73 | +978 | 4.5% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 22,583 | 619 | 0.02% | 0.0% | 74 | +22,533 | 45066.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 22,151 | 608 | 0.0% | 0.0% | 75 | +3,720 | 20.18% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,265 | 583 | 0.0% | 0.0% | 76 | -9,003 | -29.74% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Reduced | 21,058 | 577 | 0.0% | 0.0% | 77 | -4,941 | -19.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,705 | 567 | 0.0% | 0.0% | 78 | +3,132 | 17.82% | Q2 2026 | Aug 07, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 17,830 | 492 | 0.16% | — | 79 | +17,830 | New | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,656 | 484 | 0.0% | 0.0% | 80 | -578 | -3.17% | Q2 2026 | Aug 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 17,535 | 480 | 0.0% | 0.0% | 81 | -8,991 | -33.9% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 17,426 | 477 | 0.0% | 0.0% | 82 | +6,275 | 56.27% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,335 | 448 | 0.02% | — | 83 | +16,335 | New | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | Added to | 15,023 | 412 | 0.0% | 0.0% | 84 | +2,428 | 19.28% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 14,358 | 393 | 0.0% | — | 85 | +14,358 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,360 | 366 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 12,986 | 356 | 0.0% | 0.0% | 87 | +12,900 | 15000.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 12,706 | 348 | 0.0% | 0.0% | 88 | +1,580 | 14.2% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 12,556 | 344 | 0.0% | 0.0% | 89 | +5,194 | 70.55% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | New | 11,534 | 316 | 0.0% | — | 91 | +11,534 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 11,521 | 316 | 0.0% | 0.0% | 90 | +144 | 1.27% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 11,496 | 315 | 0.0% | 0.0% | 92 | +7,054 | 158.8% | Q2 2026 | Aug 03, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 11,093 | 304 | 0.02% | 0.16% | 93 | -86,665 | -88.65% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 9,957 | 273 | 0.02% | — | 94 | +9,957 | New | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | New | 9,933 | 272 | 0.03% | — | 95 | +9,933 | New | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,224 | 253 | 0.0% | 0.0% | 96 | +429 | 4.88% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | No change | 8,744 | 239 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 8,095 | 222 | 0.01% | — | 98 | +8,095 | New | Q2 2026 | Jul 08, 2026 |
| Quadrature Capital Ltd | History | New | 7,539 | 206 | 0.0% | — | 99 | +7,539 | New | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | New | 7,500 | 205 | 0.01% | — | 100 | +7,500 | New | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,072 | 166 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,029 | 165 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 5,304 | 145 | 0.01% | 0.02% | 103 | +630 | 13.48% | Q2 2026 | Jul 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,220 | 143 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,098 | 117 | 0.0% | 0.0% | 105 | +336 | 8.93% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,148 | 113 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,000 | 109 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | New | 2,020 | 55 | 0.0% | — | 109 | +2,020 | New | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,003 | 55 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,810 | 50 | 0.0% | 0.0% | 110 | -5,775 | -76.14% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,818 | 49 | 0.0% | 0.0% | 111 | +274 | 17.75% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,300 | 35 | 0.0% | 0.0% | 113 | -424 | -24.59% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,277 | 35 | 0.0% | 0.0% | 112 | +125 | 10.85% | Q2 2026 | Aug 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,119 | 30 | 0.0% | 0.0% | 114 | -326 | -22.56% | Q2 2026 | Jul 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 801 | 21 | 0.0% | 0.0% | 115 | +565 | 239.41% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 683 | 18 | 0.0% | 0.0% | 116 | +302 | 79.27% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 508 | 13 | 0.0% | 0.0% | 117 | +50 | 10.92% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 444 | 12 | 0.0% | 0.0% | 118 | -300 | -40.32% | Q2 2026 | Jul 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 404 | 11 | 0.0% | 0.0% | 119 | -212 | -34.42% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 428 | 11 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 372 | 10 | 0.01% | — | 121 | +370 | 18500.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 350 | 9 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 305 | 8 | 0.0% | 0.01% | 123 | -334 | -52.27% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | New | 307 | 8 | 0.0% | — | 124 | +307 | New | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 208 | 6 | 0.0% | 0.0% | 125 | +9 | 4.52% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 163 | 4 | 0.0% | — | 126 | +163 | New | Q2 2026 | Sep 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 85 | 2 | 0.0% | — | 129 | +85 | New | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 74 | 2 | 0.0% | 0.0% | 128 | -24 | -24.49% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 109 | 2 | 0.0% | 0.0% | 127 | -9 | -7.63% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 58 | 1 | 0.0% | — | 134 | +58 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 57 | 1 | 0.0% | — | 131 | +39 | 216.67% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 37 | 1 | 0.0% | — | 135 | +37 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 46 | 1 | 0.0% | 0.0% | 130 | -25 | -35.21% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 52 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -914,837 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -515,206 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -216,766 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Closed out | 0 | 0 | — | 0.42% | — | -56,976 | -100.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -52,299 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -30,281 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,967 | -100.0% | Q2 2026 | Aug 11, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -20,565 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,156 | -100.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.04% | — | -11,619 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,692 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Intesa Sanpaolo Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,102 | -100.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q2 2026 | Jul 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Jul 23, 2026 |
| Quarry LP | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -25 | -64.1% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16 | 0 | — | — | — | -11 | -40.74% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Torren Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |