METHODE ELECTRONICS INC - MEI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 Reduced 3,920,837 26,034 0.0% 0.0% 1 -23,569 -0.6% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 3,191,371 21,190 0.0% 0.0% 2 +22,362 0.71% Q4 2025 Jan 29, 2026
FEDERATED HERMES, INC. History Added to 1,441,165 9,569 0.02% 0.02% 3 +120,202 9.1% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,380,436 9,166 0.0% 0.0% 4 +331,618 31.62% Q4 2025 Feb 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 1,339,993 8,897 0.03% 0.03% 5 +1,820 0.14% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,299,141 8,626 0.0% 0.0% 6 +32,161 2.54% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,241,706 8,244 0.0% 0.01% 7 -153,002 -10.97% Q4 2025 Feb 17, 2026
TOWLE & CO History Added to 1,158,777 7,694 2.03% 1.97% 8 +125,554 12.15% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 880,339 5,845 0.0% 0.0% 9 +6,940 0.79% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 824,023 5,472 0.0% 0.0% 10 +9,383 1.15% Q4 2025 Feb 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 813,048 5,398 0.0% 0.0% 11 -19,296 -2.32% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 729,165 4,841 0.0% 0.0% 12 -1,938 -0.27% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 722,396 4,796 0.0% 0.0% 13 +84,059 13.17% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 712,443 4,730 0.0% 0.0% 14 -195,075 -21.5% Q4 2025 Mar 25, 2026
D. E. Shaw & Co., Inc. History Reduced 657,016 4,362 0.0% 0.0% 15 -20,668 -3.05% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 547,729 3,634 0.01% 0.01% 16 +68,033 14.18% Q4 2025 Feb 10, 2026
4D Advisors, LLC History New 500,000 3,320 1.82% 17 +500,000 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 474,121 3,148 0.0% 0.0% 18 -91,946 -16.24% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 473,486 3,143 0.0% 0.01% 19 +19,054 4.19% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 436,194 2,896 0.0% 0.0% 20 +46,129 11.83% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 376,792 2,501 0.0% 0.0% 21 +171,766 83.78% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 352,769 2,342 0.0% 0.0% 22 -9,609 -2.65% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 341,400 2,266 0.0% 0.01% 23 +8,600 2.58% Q4 2025 Feb 17, 2026
Penn Capital Management Company, LLC History Added to 296,267 1,967 0.16% 0.1% 24 +118,749 66.89% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 280,978 1,865 0.0% 0.0% 25 -21,881 -7.22% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History Reduced 278,463 1,849 0.16% 0.24% 26 -98,314 -26.09% Q4 2025 Feb 06, 2026
PRUDENTIAL FINANCIAL INC History Reduced 269,648 1,790 0.0% 0.0% 27 -18,874 -6.54% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 265,157 1,767 0.0% 0.0% 28 +251,500 1841.55% Q4 2025 Feb 18, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 261,587 1,736 0.04% 0.04% 29 +16,706 6.82% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 260,754 1,731 0.0% 0.0% 30 +6,609 2.6% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 260,242 1,728 0.0% 0.0% 31 -51,672 -16.57% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 253,000 1,679 0.0% 0.0% 32 0 0.0% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 248,209 1,648 0.0% 0.0% 33 +199,769 412.41% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 217,593 1,444 0.01% 0.01% 34 +59,746 37.85% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 212,625 1,411 0.0% 5.7% 35 +49,859 30.63% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 203,345 1,350 0.0% 0.0% 36 -1,358,098 -86.98% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 201,857 1,340 0.0% 0.0% 37 -89,208 -30.65% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 188,436 1,251 0.0% 0.0% 38 -65,574 -25.82% Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 174,864 1,161 0.0% 0.0% 39 -5,782 -3.2% Q4 2025 Jan 22, 2026
Aviance Capital Partners, LLC History Reduced 171,997 1,142 0.13% 0.16% 40 -9,026 -4.99% Q4 2025 Feb 06, 2026
LSV ASSET MANAGEMENT History No change 168,100 1,116 0.0% 0.0% 41 0 0.0% Q4 2025 Feb 06, 2026
Nuveen, LLC History No change 159,575 1,059 0.0% 0.0% 42 0 0.0% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 149,151 990 0.0% 0.0% 43 +5,593 3.9% Q4 2025 Feb 10, 2026
Walleye Capital LLC History Reduced 147,773 981 0.0% 0.01% 44 -101,145 -40.63% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 138,125 915 0.0% 0.0% 45 +15,384 12.53% Q4 2025 Mar 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 136,073 903 0.0% 0.0% 46 +33,711 32.93% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 135,962 902 0.0% 47 +135,962 New Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 134,649 894 0.02% 0.02% 48 +18,990 16.42% Q4 2025 Feb 02, 2026
IEQ CAPITAL, LLC History Reduced 116,532 773 0.0% 0.0% 49 -23,165 -16.58% Q4 2025 Feb 13, 2026
SummerHaven Investment Management, LLC History No change 110,745 735 0.42% 0.49% 50 0 0.0% Q4 2025 Feb 03, 2026
Numerai GP LLC History Added to 105,157 698 0.08% 0.03% 51 +77,754 283.74% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 90,325 599 0.0% 0.0% 52 +3,906 4.52% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 78,049 518 0.0% 0.0% 53 -7,946 -9.24% Q4 2025 Feb 19, 2026
Quantinno Capital Management LP History Added to 77,810 516 0.0% 0.0% 54 +44,470 133.38% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 71,899 477 0.01% 0.0% 55 +61,299 578.29% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 68,817 456 0.01% 0.0% 56 +23,499 51.85% Q4 2025 Feb 17, 2026
Advance Capital Management, Inc. History No change 65,208 432 0.02% 0.02% 57 0 0.0% Q4 2025 Jan 06, 2026
AlphaQuest LLC History Added to 64,603 428 0.02% 0.03% 58 +11,611 21.91% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Reduced 64,120 425 0.0% 0.0% 59 -65,995 -50.72% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Added to 62,631 415 0.01% 0.0% 60 +36,359 138.39% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 61,500 408 0.0% 0.0% 61 +41,200 202.96% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Reduced 60,965 404 0.0% 0.0% 62 -57,168 -48.39% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 58,822 390 0.0% 0.0% 64 +18,752 46.8% Q4 2025 Mar 16, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 58,885 390 0.0% 0.0% 63 -540 -0.91% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 55,392 367 0.01% 0.02% 65 -26,353 -32.24% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 54,974 365 0.0% 0.0% 66 -12,804 -18.89% Q4 2025 Jan 26, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 52,705 349 0.14% 2.72% 67 -22,464 -29.88% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 52,223 346 0.01% 0.01% 68 0 0.0% Q4 2025 Feb 17, 2026
HOWE & RUSLING INC History Reduced 49,817 330 0.02% 0.03% 69 -10,000 -16.72% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 49,400 328 0.0% 0.0% 70 -12,600 -20.32% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 47,522 316 0.0% 0.0% 71 0 0.0% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 45,362 301 0.0% 0.01% 72 -40,568 -47.21% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 45,200 300 0.0% 0.0% 73 -7,262 -13.84% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 39,029 259 0.0% 0.0% 74 +11,861 43.66% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 38,920 258 0.0% 0.0% 75 -25,207 -39.31% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History New 31,440 208 0.01% 76 +31,440 New Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 31,440 208 0.0% 0.0% 77 -5,300 -14.43% Q4 2025 Feb 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 28,977 192 0.08% 0.1% 78 -264 -0.9% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History Added to 27,944 185 0.07% 0.04% 79 +15,671 127.69% Q4 2025 Feb 12, 2026
STRS OHIO History Added to 26,300 174 0.0% 0.0% 80 +2,400 10.04% Q4 2025 Feb 02, 2026
Mariner, LLC History Reduced 25,753 171 0.0% 0.0% 81 -4,331 -14.4% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 23,871 165 0.0% 0.0% 82 -3,201 -11.82% Q4 2025 Jan 08, 2026
Atom Investors LP History New 23,106 153 0.01% 83 +23,106 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 21,781 144 0.0% 0.0% 84 +3,778 20.99% Q4 2025 Feb 18, 2026
Odyssean, LLC History New 21,600 143 0.1% 85 +21,600 New Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History Reduced 19,635 130 0.03% 0.09% 86 -51,635 -72.45% Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18,000 119 0.0% 0.0% 87 0 0.0% Q4 2025 Jan 12, 2026
R Squared Ltd History New 17,884 118 0.06% 88 +17,884 New Q4 2025 Jan 30, 2026
Inscription Capital, LLC History New 16,799 111 0.01% 89 +16,799 New Q4 2025 Jan 29, 2026
WINTON GROUP Ltd History Reduced 16,285 108 0.0% 0.01% 90 -3,701 -18.52% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 15,898 105 0.0% 0.0% 91 -461,076 -96.67% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 15,524 103 0.0% 0.0% 92 -411 -2.58% Q4 2025 Feb 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 14,502 96 0.01% 0.01% 93 -886 -5.76% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 14,234 94 0.0% 0.0% 94 -3,334 -18.98% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Reduced 12,621 83 0.0% 0.0% 95 -9,554 -43.08% Q4 2025 Feb 11, 2026
Aquatic Capital Management LLC History Reduced 11,631 77 0.0% 0.0% 97 -16,672 -58.91% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 11,628 77 0.0% 0.0% 96 -915 -7.29% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 11,146 74 0.0% 0.0% 98 -8,753 -43.99% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 11,049 73 0.0% 0.0% 99 -560 -4.82% Q4 2025 Jan 26, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 10,700 71 0.0% 100 +10,700 New Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 10,417 69 0.0% 0.01% 101 -888 -7.85% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,220 67 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History No change 10,000 66 0.0% 0.01% 103 0 0.0% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,768 45 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 5,033 33 0.0% 0.0% 105 +1,767 54.1% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 4,382 29 0.0% 0.0% 107 +205 4.91% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,384 29 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 3,514 23 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Reduced 3,051 20 0.0% 0.0% 110 -208 -6.38% Q4 2025 Feb 06, 2026
Legal & General Group Plc History No change 3,151 20 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Reduced 2,805 18 0.0% 0.0% 111 -118 -4.04% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 2,539 16 0.0% 0.0% 112 +2,010 379.96% Q4 2025 Feb 17, 2026
Cornerstone National Bank & Trust Co History No change 2,116 14 0.01% 0.01% 113 0 0.0% Q4 2025 Jan 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,055 13 0.0% 0.0% 114 -54 -2.56% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,855 12 0.0% 115 +1,855 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 1,817 12 0.0% 0.0% 117 -1,539 -45.86% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 1,926 12 0.0% 0.0% 116 -379 -16.44% Q4 2025 Feb 13, 2026
Bollard Group LLC History Added to 1,655 11 0.0% 0.0% 118 +12 0.73% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 1,391 9 0.0% 0.0% 120 -269 -16.2% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,502 9 0.0% 0.0% 119 +13 0.87% Q4 2025 Feb 06, 2026
Curat Global, LLC History No change 1,500 9 0.01% 0.01% 121 0 0.0% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 1,086 7 0.0% 123 +1,086 New Q4 2025 Feb 05, 2026
AMALGAMATED BANK History Reduced 1,050 7 0.0% 0.0% 122 -163 -13.44% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Reduced 912 6 0.0% 0.0% 125 -245 -21.18% Q4 2025 Jan 05, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,040 6 0.0% 0.0% 124 +7 0.68% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 504 3 0.0% 0.0% 126 -610 -54.76% Q4 2025 Jan 15, 2026
Quarry LP History Added to 562 3 0.0% 128 +529 1603.03% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History No change 598 3 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 387 2 0.0% 0.0% 129 -39,648 -99.03% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History New 400 2 0.0% 130 +400 New Q4 2025 Feb 11, 2026
True Wealth Design, LLC History Reduced 447 2 0.0% 0.0% 131 -24 -5.1% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 300 1 0.0% 134 +300 New Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 273 1 0.0% 136 +273 New Q4 2025 Feb 03, 2026
US BANCORP \DE\ History Reduced 240 1 0.0% 0.0% 132 -236 -49.58% Q4 2025 Jan 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 233 1 0.0% 135 +233 New Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 245 1 0.0% 0.0% 137 +72 41.62% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 154 1 0.0% 0.0% 133 -45 -22.61% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Closed out 0 0 0.03% -392,438 -100.0% Q3 2025 Nov 13, 2025
PEAK6 LLC History Closed out 0 0 0.0% -45,506 -100.0% Q3 2025 Mar 30, 2026
BAILARD, INC. History Closed out 0 0 0.01% -36,200 -100.0% Q3 2025 Oct 30, 2025
Man Group plc History Closed out 0 0 0.0% -33,801 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 0.0% -31,620 -100.0% Q3 2025 Nov 13, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -26,191 -100.0% Q3 2025 Nov 14, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -21,400 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.0% -20,764 -100.0% Q3 2025 Nov 14, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.06% -18,476 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.01% -17,649 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -17,331 -100.0% Q3 2025 Nov 12, 2025
RBF Capital, LLC History Closed out 0 0 0.01% -16,620 -100.0% Q3 2025 Nov 14, 2025
Unison Advisors LLC History Closed out 0 0 0.01% -16,066 -100.0% Q3 2025 Nov 05, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.02% -12,500 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.0% -11,933 -100.0% Q3 2025 Oct 14, 2025
CANADA LIFE ASSURANCE Co History Closed out 0 0 0.0% -2,358 -100.0% Q3 2025 Nov 17, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -767 -100.0% Q3 2025 Nov 06, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -721 -100.0% Q3 2025 Nov 12, 2025
Clearstead Advisors, LLC History Reduced 15 0 0.0% -584 -97.5% Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History Reduced 18 0 0.0% -194 -91.51% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Closed out 0 0 0.0% -179 -100.0% Q3 2025 Oct 16, 2025
Torren Management, LLC History New 123 0 +123 New Q4 2025 Jan 30, 2026
Kilter Group LLC History Closed out 0 0 -117 -100.0% Q3 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 77 0 +77 New Q4 2025 Feb 13, 2026
MAI Capital Management History New 51 0 +51 New Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Nov 19, 2025
Covestor Ltd History Reduced 6 0 -7 -53.85% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 21 0 +4 23.53% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 18, 2025
Rise Advisors, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Oct 08, 2025
CULLEN/FROST BANKERS, INC. History No change 22 0 0 0.0% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
Palouse Capital Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History No change 4 0 0 0.0% Q4 2025 Jan 08, 2026