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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,599,445 | 43,872 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,781,732 | 40,837 | 0.12% | 0.14% | 2 | -12,529 | -0.7% | Q3 2026 | Oct 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,237,871 | 33,954 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodge Hill Capital, LLC | History | No change | 926,014 | 25,400 | 4.26% | 4.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 802,377 | 22,009 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 958,366 | 21,966 | 0.0% | 0.0% | 6 | +33,430 | 3.61% | Q3 2026 | Nov 04, 2026 |
| COOKE & BIELER LP | History | Reduced | 950,881 | 21,794 | 0.34% | 0.35% | 7 | -153,061 | -13.86% | Q3 2026 | Oct 21, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 865,239 | 19,831 | 0.1% | 0.11% | 8 | +82,777 | 10.58% | Q3 2026 | Oct 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 662,201 | 18,164 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 524,052 | 14,376 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Lions Management LLC | History | No change | 504,210 | 13,830 | 10.84% | 10.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 458,813 | 12,585 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 375,988 | 10,313 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 369,824 | 10,144 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, LP | History | No change | 359,568 | 9,862 | 3.13% | 3.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 350,661 | 9,618 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 267,286 | 7,331 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 259,802 | 7,126 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 244,061 | 6,694 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 234,068 | 6,420 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 213,708 | 5,862 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 189,289 | 5,192 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 185,569 | 5,090 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 181,648 | 4,982 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 176,414 | 4,839 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 141,752 | 3,888 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 140,300 | 3,848 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 132,152 | 3,624 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 127,992 | 3,510 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 127,366 | 3,493 | 0.31% | 0.31% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 122,236 | 3,439 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 123,658 | 3,391 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 116,478 | 3,192 | 0.35% | 0.35% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 98,935 | 2,713 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 94,144 | 2,582 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 89,764 | 2,462 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 86,914 | 2,384 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 81,292 | 2,229 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 79,396 | 2,177 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 77,400 | 2,123 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 73,036 | 2,003 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 68,967 | 1,891 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1060 Capital, LLC | History | No change | 64,153 | 1,759 | 2.48% | 2.48% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,961 | 1,589 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 52,275 | 1,433 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 48,200 | 1,322 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 46,348 | 1,271 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 45,067 | 1,236 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 43,548 | 1,194 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Villanova Investment Management Co | History | Added to | 49,634 | 1,137 | 1.14% | 1.17% | 50 | +4,510 | 9.99% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 41,370 | 1,134 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 41,019 | 1,125 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 41,010 | 1,124 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 40,486 | 1,110 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 47,574 | 1,090 | 0.08% | 0.06% | 55 | +13,561 | 39.87% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 39,537 | 1,084 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 39,554 | 1,084 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 37,659 | 1,032 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 36,400 | 998 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 36,258 | 994 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35,751 | 980 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREDIT AGRICOLE S A | History | No change | 35,000 | 960 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 32,400 | 888 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,841 | 736 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 24,481 | 671 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 24,405 | 669 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 23,675 | 649 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,980 | 647 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,490 | 644 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 23,042 | 632 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 22,723 | 623 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 22,583 | 619 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 22,151 | 608 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Reduced | 25,974 | 595 | 0.03% | 0.23% | 74 | -143,074 | -84.64% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,265 | 583 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 20,705 | 567 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 22,636 | 518 | 0.0% | 0.0% | 77 | +1,578 | 7.49% | Q3 2026 | Nov 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 17,656 | 484 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 17,535 | 480 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 17,426 | 477 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 16,335 | 448 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 15,023 | 412 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,358 | 393 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,360 | 366 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,986 | 356 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 12,706 | 348 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,556 | 344 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,521 | 316 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 11,534 | 316 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 11,093 | 304 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 9,957 | 273 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 9,933 | 272 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,224 | 253 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 10,234 | 234 | 0.01% | 0.01% | 94 | +2,139 | 26.42% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,542 | 218 | 0.0% | — | 95 | +9,542 | New | Q3 2026 | Oct 16, 2026 |
| CITIGROUP INC | History | Reduced | 8,989 | 206 | 0.0% | 0.0% | 96 | -2,507 | -21.81% | Q3 2026 | Nov 04, 2026 |
| Quadrature Capital Ltd | History | No change | 7,539 | 206 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 7,500 | 205 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Unison Advisors LLC | History | No change | 8,744 | 200 | 0.01% | 0.02% | 99 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,072 | 166 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,029 | 165 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,220 | 143 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 5,934 | 136 | 0.01% | 0.01% | 103 | +630 | 11.88% | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,098 | 117 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,059 | 115 | 0.0% | 0.0% | 105 | +4,376 | 640.7% | Q3 2026 | Nov 04, 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 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,003 | 55 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 2,020 | 55 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,810 | 50 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,818 | 49 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,277 | 35 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,300 | 35 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 961 | 22 | 0.0% | — | 114 | +961 | New | Q3 2026 | Oct 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 801 | 18 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 758 | 17 | 0.0% | 0.0% | 116 | -361 | -32.26% | Q3 2026 | Oct 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 508 | 13 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 538 | 12 | 0.0% | 0.0% | 118 | +94 | 21.17% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 350 | 9 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 381 | 8 | 0.0% | 0.0% | 120 | -23 | -5.69% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 360 | 8 | 0.01% | 0.01% | 122 | -12 | -3.23% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 307 | 8 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 163 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Root Financial Partners, LLC | History | New | 116 | 2 | 0.0% | — | 126 | +116 | New | Q3 2026 | Oct 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 112 | 2 | 0.0% | — | 127 | +112 | New | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 74 | 2 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 60 | 1 | 0.0% | 0.0% | 132 | -245 | -80.33% | Q3 2026 | Oct 19, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 70 | 1 | 0.0% | — | 137 | +70 | New | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | New | 60 | 1 | 0.0% | — | 138 | +60 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45 | 1 | 0.0% | — | 136 | +31 | 221.43% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 85 | 1 | 0.0% | 0.0% | 131 | -24 | -22.02% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 57 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 52 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -17,830 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Oct 27, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 13, 2026 |
| Polaris Financial Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 02, 2026 |
| Essential Partners LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 14, 2026 |
| FIRST HORIZON CORP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |