MESA LABORATORIES INC /CO/ - MLAB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Long Path Partners LP | History | Added to | 405,583 | 35,861 | 16.29% | 6.1% | 1 | +178,360 | 78.5% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 393,851 | 34,824 | 0.0% | 0.0% | 2 | -4,815 | -1.21% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 321,899 | 25,269 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Boston Partners | History | Added to | 268,711 | 23,762 | 0.02% | 0.02% | 4 | +55,335 | 25.93% | Q1 2026 | May 11, 2026 |
| Select Equity Group, L.P. | History | Added to | 235,885 | 20,856 | 0.11% | 0.07% | 5 | +29,450 | 14.27% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 232,643 | 20,570 | 0.0% | — | 6 | +232,643 | New | Q1 2026 | May 15, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 202,903 | 17,940 | 1.3% | 1.11% | 7 | -2,360 | -1.15% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 170,562 | 15,081 | 0.01% | 0.0% | 8 | +100,424 | 143.18% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 162,116 | 14,334 | 0.0% | 0.0% | 9 | -13,473 | -7.67% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 161,229 | 14,255 | 0.14% | 0.12% | 10 | +7,877 | 5.14% | Q1 2026 | May 12, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 155,302 | 13,731 | 0.09% | 0.06% | 11 | +13,329 | 9.39% | Q1 2026 | May 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 142,343 | 12,585 | 0.27% | 0.24% | 12 | -2,263 | -1.56% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 135,069 | 11,942 | 0.01% | 0.01% | 13 | +18,732 | 16.1% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 128,002 | 11,321 | 0.0% | 0.0% | 14 | +52 | 0.04% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 124,630 | 11,017 | 0.0% | 0.0% | 15 | +8,267 | 7.1% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 122,068 | 10,793 | 0.0% | 0.0% | 16 | +1,427 | 1.18% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 122,911 | 10,691 | 0.0% | 0.0% | 17 | +22,514 | 22.42% | Q1 2026 | May 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 101,292 | 8,956 | 2.48% | 2.12% | 18 | +60,450 | 148.01% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 95,535 | 8,447 | 0.14% | 0.11% | 19 | +14,315 | 17.62% | Q1 2026 | May 15, 2026 |
| Roubaix Capital, LLC | History | Added to | 72,115 | 6,376 | 2.98% | 1.85% | 20 | +16,926 | 30.67% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 70,617 | 6,243 | 0.0% | 0.0% | 21 | +15,349 | 27.77% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 69,401 | 6,136 | 0.0% | 0.0% | 22 | -47,241 | -40.5% | Q1 2026 | May 18, 2026 |
| NORTHERN TRUST CORP | History | Added to | 69,264 | 6,124 | 0.0% | 0.0% | 23 | +3,613 | 5.5% | Q1 2026 | May 14, 2026 |
| Meros Investment Management, LP | History | Reduced | 68,032 | 6,015 | 2.61% | 2.65% | 24 | -16,985 | -19.98% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 62,499 | 5,526 | 0.04% | 0.03% | 25 | +1,775 | 2.92% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 62,424 | 5,519 | 0.0% | 0.0% | 26 | +511 | 0.83% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57,871 | 5,116 | 0.0% | 0.0% | 27 | +3,207 | 5.87% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 54,558 | 4,824 | 0.0% | 0.0% | 28 | -22,007 | -28.74% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 52,586 | 4,649 | 0.0% | — | 29 | +52,586 | New | Q1 2026 | May 08, 2026 |
| WASATCH ADVISORS LP | History | New | 51,233 | 4,530 | 0.03% | — | 30 | +51,233 | New | Q1 2026 | Apr 21, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 50,000 | 4,395 | 0.61% | 0.51% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 44,417 | 3,927 | 0.02% | 0.01% | 32 | +5,575 | 14.35% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 43,937 | 3,884 | 0.0% | 0.0% | 33 | -837 | -1.87% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 38,337 | 3,389 | 0.0% | — | 34 | +38,337 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 31,600 | 2,794 | 0.0% | 0.0% | 35 | +28,100 | 802.86% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 25,195 | 2,227 | 0.12% | 0.11% | 36 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 21,553 | 1,905 | 0.0% | 0.0% | 37 | -521 | -2.36% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 20,328 | 1,797 | 0.0% | — | 38 | +20,328 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 19,006 | 1,680 | 0.0% | 0.0% | 39 | -3,600 | -15.92% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 18,661 | 1,650 | 0.01% | 0.03% | 40 | -27,460 | -59.54% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 17,411 | 1,539 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 18,174 | 1,464 | 0.02% | 0.02% | 42 | -29 | -0.16% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 16,359 | 1,446 | 0.0% | 0.0% | 43 | +4,124 | 33.71% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 16,309 | 1,442 | 0.0% | 0.0% | 44 | +2,851 | 21.18% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 14,994 | 1,325 | 0.0% | 0.0% | 45 | +2,557 | 20.56% | Q1 2026 | May 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 14,222 | 1,257 | 0.07% | 0.06% | 46 | +5 | 0.04% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | New | 14,194 | 1,255 | 0.07% | — | 47 | +14,194 | New | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 14,103 | 1,246 | 0.0% | 0.0% | 48 | +1,258 | 9.79% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,722 | 1,213 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 13,373 | 1,182 | 0.0% | 0.0% | 50 | -97 | -0.72% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 13,275 | 1,173 | 0.0% | 0.0% | 51 | +7,818 | 143.27% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 12,046 | 1,065 | 0.0% | 0.0% | 52 | +3,221 | 36.5% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,363 | 1,004 | 0.0% | 0.0% | 53 | +88 | 0.78% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 11,088 | 980 | 0.0% | 0.0% | 54 | -3,804 | -25.54% | Q1 2026 | May 04, 2026 |
| Numerai GP LLC | History | Reduced | 10,952 | 968 | 0.1% | 0.14% | 55 | -3,957 | -26.54% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 10,838 | 958 | 0.14% | — | 56 | +10,838 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 10,139 | 896 | 0.0% | 0.0% | 57 | +61 | 0.61% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | New | 9,658 | 853 | 0.0% | — | 58 | +9,658 | New | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,517 | 841 | 0.0% | 0.0% | 59 | -4,852 | -33.77% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 8,966 | 792 | 0.0% | 0.0% | 60 | +5,653 | 170.63% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 8,693 | 768 | 0.01% | 0.01% | 61 | -4,835 | -35.74% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,624 | 762 | 0.0% | 0.0% | 62 | +1,692 | 24.41% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,423 | 744 | 0.0% | 0.0% | 63 | -50,098 | -85.61% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 7,834 | 692 | 0.01% | 0.01% | 64 | +80 | 1.03% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | New | 7,608 | 672 | 0.01% | — | 65 | +7,608 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 7,403 | 654 | 0.0% | 0.0% | 66 | -968 | -11.56% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 7,245 | 640 | 0.0% | 0.0% | 67 | +3,884 | 115.56% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,874 | 607 | 0.0% | 0.0% | 68 | -20,552 | -74.94% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 6,800 | 601 | 0.0% | 0.0% | 69 | +3,100 | 83.78% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 6,547 | 578 | 0.0% | 0.0% | 70 | -70 | -1.06% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 6,470 | 572 | 0.0% | 0.0% | 71 | +5,624 | 664.78% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,315 | 558 | 0.01% | — | 72 | +6,315 | New | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | Reduced | 6,201 | 548 | 0.01% | 0.03% | 73 | -6,400 | -50.79% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 5,809 | 513 | 0.0% | 0.0% | 74 | +4,324 | 291.18% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,316 | 470 | 0.0% | 0.0% | 75 | +261 | 5.16% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,043 | 445 | 0.0% | 0.0% | 76 | +603 | 13.58% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 5,302 | 416 | 0.0% | 0.0% | 77 | -122 | -2.25% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,553 | 402 | 0.0% | 0.0% | 78 | -431 | -8.65% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,318 | 381 | 0.0% | 0.0% | 79 | +657 | 17.95% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 4,078 | 360 | 0.09% | — | 80 | +4,078 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 3,863 | 341 | 0.0% | 0.0% | 81 | -5,802 | -60.03% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 3,766 | 332 | 0.0% | 0.0% | 82 | +735 | 24.25% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,637 | 322 | 0.0% | 0.0% | 83 | +496 | 15.79% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,687 | 313 | 0.0% | 0.0% | 84 | -413 | -10.07% | Q1 2026 | May 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,469 | 306 | 0.09% | 0.11% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 3,329 | 294 | 0.01% | 0.01% | 86 | -394 | -10.58% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 3,224 | 293 | 0.0% | — | 87 | +3,224 | New | Q1 2026 | Apr 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 3,187 | 281 | 0.0% | 0.0% | 88 | +440 | 16.02% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,100 | 274 | 0.0% | — | 89 | +3,100 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 2,913 | 257 | 0.01% | 0.01% | 90 | -663 | -18.54% | Q1 2026 | Apr 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,888 | 255 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,667 | 236 | 0.0% | 0.0% | 92 | -942 | -26.1% | Q1 2026 | Apr 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,564 | 226 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Reduced | 2,477 | 219 | 0.0% | 0.0% | 94 | -10,910 | -81.5% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,361 | 208 | 0.0% | — | 95 | +2,361 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,143 | 189 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,992 | 176 | 0.0% | — | 97 | +1,992 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,916 | 169 | 0.0% | 0.0% | 98 | -3,836 | -66.69% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 2,116 | 166 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | Added to | 1,461 | 129 | 0.0% | 0.0% | 100 | +124 | 9.27% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,331 | 117 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,181 | 104 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,168 | 103 | 0.0% | 0.0% | 103 | -8,238 | -87.58% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,143 | 97 | 0.0% | 0.0% | 104 | -59 | -4.91% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 1,002 | 88 | 0.0% | 0.0% | 105 | -7,184 | -87.76% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 830 | 65 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Added to | 730 | 64 | 0.0% | 0.0% | 107 | +38 | 5.49% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 728 | 64 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 674 | 59 | 0.0% | 0.0% | 109 | +461 | 216.43% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 509 | 45 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 500 | 44 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 481 | 42 | 0.0% | 0.0% | 112 | -83 | -14.72% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 469 | 41 | 0.0% | 0.0% | 113 | -79 | -14.42% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 469 | 41 | 0.0% | 0.0% | 114 | +45 | 10.61% | Q1 2026 | Apr 07, 2026 |
| Quantbot Technologies LP | History | Reduced | 409 | 36 | 0.0% | 0.01% | 115 | -1,686 | -80.48% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 372 | 32 | 0.0% | 0.0% | 116 | +146 | 64.6% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 359 | 28 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 284 | 25 | 0.0% | 0.0% | 118 | -39 | -12.07% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 278 | 24 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 249 | 22 | 0.0% | 0.0% | 121 | +209 | 522.5% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 254 | 22 | 0.0% | 0.0% | 120 | -84 | -24.85% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 198 | 17 | 0.0% | — | 122 | +189 | 2100.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 198 | 17 | 0.0% | 0.0% | 123 | +180 | 1000.0% | Q1 2026 | Apr 06, 2026 |
| Hilltop National Bank | History | No change | 200 | 17 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 149 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 130 | 11 | 0.0% | 0.0% | 126 | +69 | 113.11% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 132 | 11 | 0.0% | 0.0% | 127 | +13 | 10.92% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | New | 120 | 10 | 0.01% | — | 131 | +120 | New | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 117 | 10 | 0.0% | — | 130 | +117 | New | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 117 | 10 | 0.0% | 0.0% | 128 | +93 | 387.5% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 115 | 10 | 0.01% | 0.0% | 129 | +11 | 10.58% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 109 | 9 | 0.0% | 0.0% | 132 | +84 | 336.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 82 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 74 | 6 | 0.0% | — | 135 | +74 | New | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 81 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 49 | 4 | 0.0% | 0.0% | 137 | -11 | -18.33% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 42 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 139 | -2 | -5.56% | Q1 2026 | Apr 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | New | 32 | 2 | 0.0% | — | 144 | +32 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 27 | 2 | 0.0% | — | 143 | +27 | New | Q1 2026 | May 07, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 25 | 2 | 0.0% | — | 145 | +25 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 24 | 2 | 0.0% | — | 142 | +20 | 500.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 1 | 0.0% | — | 148 | +18 | 900.0% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -178,713 | -100.0% | Q1 2026 | May 06, 2026 |
| MASON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -70,300 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,371 | -100.0% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -28,130 | -100.0% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -25,000 | -100.0% | Q1 2026 | May 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -11,614 | -100.0% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,137 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,937 | -100.0% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,228 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -6,190 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,465 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,446 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,792 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11 | 0 | — | — | — | +9 | 450.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 8 | 0 | — | — | — | +7 | 700.0% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |