Mayville Engineering Company, Inc. - MEC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Worth Venture Partners, LLC | History | New | 13,735 | 257,119 | 1.86% | — | 1 | +13,735 | New | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,052,613 | 38,897 | 0.06% | 0.05% | 2 | -358,490 | -14.87% | Q4 2025 | Jan 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 877,175 | 16,421 | 0.0% | 0.0% | 3 | +30,052 | 3.55% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 865,619 | 16,204 | 0.0% | 0.0% | 4 | -49,220 | -5.38% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 627,655 | 11,749 | 0.0% | 0.0% | 5 | -244,004 | -27.99% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 624,307 | 11,687 | 0.12% | 0.08% | 6 | +57,590 | 10.16% | Q4 2025 | Feb 09, 2026 |
| EVR Research LP | History | New | 605,000 | 11,325 | 6.11% | — | 7 | +605,000 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 583,759 | 10,927 | 0.03% | 0.01% | 8 | +206,549 | 54.76% | Q4 2025 | Feb 17, 2026 |
| Portolan Capital Management, LLC | History | New | 512,762 | 9,598 | 0.51% | — | 9 | +512,762 | New | Q4 2025 | Feb 17, 2026 |
| 22NW, LP | History | Added to | 414,280 | 7,755 | 3.26% | 2.59% | 10 | +14,390 | 3.6% | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 358,075 | 6,703 | 0.01% | 0.01% | 11 | +3,500 | 0.99% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 350,844 | 6,567 | 0.0% | 0.0% | 12 | -43,317 | -10.99% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 328,921 | 6,159 | 0.0% | 0.0% | 13 | -5,952 | -1.78% | Q4 2025 | Feb 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 288,450 | 5,399 | 0.0% | 0.0% | 14 | +19,815 | 7.38% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 285,000 | 5,335 | 0.0% | 0.0% | 15 | +10,064 | 3.66% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 280,840 | 5,257 | 0.0% | 0.0% | 16 | -83,954 | -23.01% | Q4 2025 | Feb 13, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 267,762 | 5,012 | 0.21% | 0.2% | 17 | -81,505 | -23.34% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Added to | 255,791 | 4,788 | 0.23% | 0.12% | 18 | +78,132 | 43.98% | Q4 2025 | Feb 11, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 250,512 | 4,689 | 0.81% | 0.76% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 226,926 | 4,248 | 0.09% | 0.07% | 20 | -9,622 | -4.07% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 222,730 | 4,169 | 0.0% | 0.0% | 21 | +24,570 | 12.4% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 218,888 | 4,097 | 0.0% | 0.0% | 22 | +9,913 | 4.74% | Q4 2025 | Feb 17, 2026 |
| Congruence Capital, LLC | History | New | 208,102 | 3,895 | 1.43% | — | 23 | +208,102 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 189,981 | 3,556 | 0.0% | 0.0% | 24 | -2,413 | -1.25% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 179,941 | 3,368 | 0.02% | — | 25 | +179,941 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 153,200 | 2,867 | 0.0% | — | 26 | +153,200 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 146,552 | 2,743 | 0.0% | 0.0% | 27 | +40,798 | 38.58% | Q4 2025 | Jan 29, 2026 |
| Roubaix Capital, LLC | History | Reduced | 146,297 | 2,738 | 1.17% | 1.36% | 28 | -66,391 | -31.22% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Reduced | 126,030 | 2,359 | 0.05% | 0.06% | 29 | -102,270 | -44.8% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 120,078 | 2,247 | 0.0% | 0.0% | 30 | -1,708 | -1.4% | Q4 2025 | Feb 17, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 108,318 | 2,027 | 0.06% | 0.04% | 31 | +8,543 | 8.56% | Q4 2025 | Feb 10, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 104,345 | 1,953 | 0.04% | — | 32 | +104,345 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 103,463 | 1,936 | 0.0% | — | 33 | +103,463 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 98,874 | 1,850 | 0.0% | 0.0% | 34 | +80,144 | 427.89% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 95,415 | 1,786 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 94,368 | 1,766 | 0.0% | 0.0% | 36 | -14,862 | -13.61% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 89,747 | 1,680 | 0.0% | 0.0% | 37 | -3,235 | -3.48% | Q4 2025 | Mar 25, 2026 |
| Nuveen, LLC | History | Added to | 87,587 | 1,639 | 0.0% | 0.0% | 38 | +38,250 | 77.53% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 83,569 | 1,564 | 0.0% | 0.0% | 39 | +28,255 | 51.08% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 82,390 | 1,542 | 0.0% | 0.0% | 40 | +47,389 | 135.39% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 71,200 | 1,332 | 0.0% | 0.0% | 41 | -83,800 | -54.06% | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 71,100 | 1,330 | 0.02% | 0.1% | 42 | -450,000 | -86.36% | Q4 2025 | Feb 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 54,594 | 1,022 | 0.0% | 0.0% | 43 | -13,778 | -20.15% | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 51,725 | 968 | 0.55% | 0.41% | 44 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 43,455 | 813 | 0.0% | 0.0% | 45 | +4,324 | 11.05% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 42,289 | 791 | 0.0% | 0.0% | 46 | -164 | -0.39% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 40,697 | 761 | 0.0% | 0.0% | 47 | +4,900 | 13.69% | Q4 2025 | Feb 17, 2026 |
| FORMULA GROWTH LTD | History | New | 40,000 | 748 | 0.29% | — | 48 | +40,000 | New | Q4 2025 | Feb 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 38,975 | 729 | 0.08% | 0.06% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,672 | 723 | 0.0% | 0.0% | 50 | +13,485 | 53.54% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Added to | 37,025 | 693 | 0.0% | 0.0% | 51 | +348 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 34,150 | 639 | 0.0% | 0.0% | 52 | -2,515 | -6.86% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 31,908 | 597 | 0.0% | 0.0% | 53 | -27,632 | -46.41% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 31,868 | 596 | 0.0% | — | 54 | +31,868 | New | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 30,000 | 561 | 0.05% | — | 56 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 30,000 | 561 | 0.94% | 0.2% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 29,185 | 546 | 0.01% | — | 57 | +29,185 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 27,870 | 521 | 0.0% | 0.0% | 58 | +1,679 | 6.41% | Q4 2025 | Feb 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,144 | 508 | 0.0% | 0.0% | 59 | -2,704 | -9.06% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,358 | 437 | 0.0% | 0.0% | 60 | -892 | -3.68% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,491 | 421 | 0.0% | 0.0% | 61 | +5,768 | 34.49% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 21,788 | 407 | 0.0% | 0.0% | 62 | +411 | 1.92% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 21,334 | 399 | 0.01% | — | 63 | +21,334 | New | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Reduced | 20,904 | 391 | 0.01% | 0.0% | 64 | -195 | -0.92% | Q4 2025 | Jan 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 19,416 | 363 | 0.0% | — | 65 | +19,416 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,032 | 337 | 0.0% | 0.0% | 66 | -2,021 | -10.08% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | New | 16,475 | 308 | 0.01% | — | 67 | +16,475 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 16,171 | 302 | 0.0% | 0.0% | 68 | -200 | -1.22% | Q4 2025 | Feb 13, 2026 |
| SummitTX Capital, L.P. | History | New | 15,118 | 283 | 0.01% | — | 69 | +15,118 | New | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,919 | 279 | 0.01% | 0.01% | 70 | -8,000 | -34.91% | Q4 2025 | Jan 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,458 | 251 | 0.0% | 0.0% | 71 | -14,320 | -51.55% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,792 | 245 | 0.0% | 0.0% | 72 | +800 | 6.16% | Q4 2025 | Jan 08, 2026 |
| HRT FINANCIAL LP | History | New | 12,933 | 242 | 0.0% | — | 73 | +12,933 | New | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 12,810 | 239 | 0.0% | 0.0% | 74 | -380 | -2.88% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,160 | 227 | 0.0% | — | 75 | +12,160 | New | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 11,316 | 211 | 0.0% | — | 76 | +11,316 | New | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 10,954 | 205 | 0.01% | 0.01% | 77 | +2,612 | 31.31% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | New | 8,249 | 154 | 0.0% | — | 78 | +8,249 | New | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,958 | 148 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 7,827 | 146 | 0.0% | — | 80 | +7,827 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,700 | 144 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,105 | 114 | 0.0% | 0.0% | 82 | -563 | -8.44% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 5,800 | 108 | 0.0% | — | 83 | +5,800 | New | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,553 | 103 | 0.0% | 0.0% | 84 | -936 | -14.42% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,395 | 100 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,651 | 87 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 4,383 | 82 | 0.0% | — | 87 | +4,383 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | New | 3,903 | 73 | 0.0% | — | 88 | +3,903 | New | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,784 | 70 | 0.0% | — | 89 | +3,784 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 3,329 | 62 | 0.0% | 0.0% | 90 | +62 | 1.9% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,955 | 55 | 0.0% | 0.0% | 91 | +204 | 7.42% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,929 | 54 | 0.0% | 0.0% | 92 | +1,600 | 120.39% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,189 | 40 | 0.0% | 0.0% | 93 | -14,500 | -86.88% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,094 | 39 | 0.0% | 0.0% | 94 | +1,384 | 194.93% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,454 | 27 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 1,391 | 26 | 0.0% | 0.0% | 96 | +167 | 13.64% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 1,260 | 23 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,090 | 20 | 0.0% | 0.0% | 98 | -435 | -28.52% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 1,000 | 18 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 901 | 17 | 0.0% | 0.0% | 100 | -35 | -3.74% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 805 | 15 | 0.0% | 0.0% | 101 | -118 | -12.78% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 659 | 12 | 0.0% | — | 102 | +659 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 583 | 10 | 0.0% | 0.0% | 103 | +307 | 111.23% | Q4 2025 | Mar 16, 2026 |
| AMALGAMATED BANK | History | Added to | 411 | 8 | 0.0% | 0.0% | 104 | +39 | 10.48% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 358 | 6 | 0.0% | 0.0% | 105 | -40 | -10.05% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | New | 285 | 5 | 0.0% | — | 106 | +285 | New | Q4 2025 | Jan 30, 2026 |
| Optiver Holding B.V. | History | No change | 236 | 4 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 174 | 3 | 0.0% | 0.0% | 108 | +94 | 117.5% | Q4 2025 | Jan 05, 2026 |
| MAI Capital Management | History | New | 141 | 2 | 0.0% | — | 109 | +141 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 58 | 1 | 0.0% | — | 110 | +58 | New | Q4 2025 | Feb 05, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -121,880 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.25% | — | -116,468 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -35,610 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,731 | -100.0% | Q3 2025 | Nov 12, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -24,098 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -22,300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,025 | -100.0% | Q3 2025 | Nov 13, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -12,315 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Arax Advisory Partners | History | Reduced | 2 | 0 | — | 0.0% | — | -1,614 | -99.88% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,287 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 24, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 25 | 0 | — | — | — | -41 | -62.12% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 26 | 0 | — | — | — | -33 | -55.93% | Q4 2025 | Jan 15, 2026 |
| Torren Management, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Jan 30, 2026 |
| Covestor Ltd | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -2 | -18.18% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |