MILLER INDUSTRIES INC /TN/ - MLR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 1,327,162 | 60,452 | 0.0% | 0.0% | 1 | +22,015 | 1.69% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,092,315 | 49,754 | 0.04% | 0.03% | 2 | +15,772 | 1.47% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 807,955 | 36,802 | 0.0% | 0.0% | 3 | -72,468 | -8.23% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 689,446 | 31,404 | 0.01% | 0.01% | 4 | -9,115 | -1.3% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 642,629 | 24,015 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 520,971 | 23,730 | 0.07% | 0.06% | 6 | -31,270 | -5.66% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 496,371 | 22,609 | 0.0% | — | 7 | +496,371 | New | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 446,339 | 20,330 | 0.47% | 0.39% | 8 | +5,743 | 1.3% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 313,846 | 14,295 | 0.0% | 0.0% | 9 | +14,590 | 4.88% | Q1 2026 | May 15, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 299,036 | 13,621 | 3.07% | 2.81% | 10 | +235 | 0.08% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 274,873 | 12,524 | 0.0% | 0.0% | 11 | +6,699 | 2.5% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 231,235 | 10,532 | 0.0% | 0.0% | 12 | -1,876 | -0.8% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 200,233 | 9,120 | 0.0% | 0.0% | 13 | -5,139 | -2.5% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 188,021 | 8,564 | 0.0% | 0.0% | 14 | -47,539 | -20.18% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 136,819 | 6,232 | 1.35% | 1.11% | 15 | +1,565 | 1.16% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 126,956 | 5,782 | 0.06% | 0.06% | 16 | -37,867 | -22.97% | Q1 2026 | May 12, 2026 |
| HEARTLAND ADVISORS INC | History | New | 120,000 | 5,466 | 0.28% | — | 17 | +120,000 | New | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 116,123 | 5,289 | 0.0% | 0.0% | 18 | +4,305 | 3.85% | Q1 2026 | May 05, 2026 |
| Invenomic Capital Management LP | History | Added to | 114,896 | 5,233 | 0.24% | 0.19% | 19 | +4,189 | 3.78% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 110,477 | 5,032 | 0.29% | 0.18% | 20 | +29,291 | 36.08% | Q1 2026 | May 15, 2026 |
| Azarias Capital Management, L.P. | History | Added to | 110,426 | 5,029 | 2.25% | 0.65% | 21 | +70,379 | 175.74% | Q1 2026 | Apr 16, 2026 |
| Diversified Investment Strategies, LLC | History | Added to | 106,920 | 4,870 | 3.11% | 2.6% | 22 | +950 | 0.9% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 93,046 | 4,238 | 0.0% | 0.0% | 23 | +4,716 | 5.34% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 91,977 | 4,223 | 0.01% | 0.0% | 24 | +13,564 | 17.3% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 87,071 | 3,966 | 0.0% | 0.0% | 25 | -31,574 | -26.61% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 84,531 | 3,850 | 0.0% | 0.0% | 26 | +48,136 | 132.26% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 76,903 | 3,502 | 0.0% | — | 27 | +76,903 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 75,930 | 3,458 | 0.0% | 0.0% | 28 | -5,388 | -6.63% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 74,710 | 3,403 | 0.0% | 0.0% | 29 | +30,905 | 70.55% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 74,328 | 3,385 | 0.0% | — | 30 | +74,328 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 74,091 | 3,374 | 0.0% | 0.0% | 31 | -3,820 | -4.9% | Q1 2026 | May 15, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 72,516 | 3,303 | 0.35% | 0.26% | 32 | +9,456 | 15.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 71,279 | 3,246 | 0.0% | 0.0% | 33 | -13,937 | -16.35% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 64,374 | 2,932 | 0.0% | 0.0% | 34 | -92,642 | -59.0% | Q1 2026 | May 15, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 64,339 | 2,930 | 0.68% | 0.58% | 35 | +500 | 0.78% | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 61,506 | 2,801 | 0.17% | 0.08% | 36 | +26,000 | 73.23% | Q1 2026 | Apr 23, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 58,140 | 2,648 | 0.05% | — | 37 | +58,140 | New | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 57,827 | 2,634 | 0.0% | 0.0% | 38 | +53,812 | 1340.27% | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 56,204 | 2,560 | 0.01% | 0.01% | 39 | -15,182 | -21.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,367 | 2,339 | 0.0% | 0.0% | 40 | -3,380 | -6.17% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 46,565 | 2,121 | 0.0% | 0.0% | 41 | +25,785 | 124.09% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 44,014 | 2,004 | 0.0% | 0.0% | 42 | -2,432 | -5.24% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,142 | 1,919 | 0.0% | 0.0% | 43 | +14,970 | 55.09% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 42,073 | 1,916 | 0.01% | — | 45 | +42,073 | New | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 42,073 | 1,916 | 0.04% | 0.03% | 44 | +3,703 | 9.65% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,616 | 1,758 | 0.0% | 0.0% | 46 | +12,463 | 47.65% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 37,565 | 1,711 | 0.0% | 0.0% | 47 | -23,537 | -38.52% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 35,131 | 1,600 | 0.07% | 0.05% | 48 | -268 | -0.76% | Q1 2026 | Apr 21, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 28,914 | 1,317 | 0.97% | 0.7% | 49 | -2,136 | -6.88% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 27,964 | 1,273 | 0.01% | 0.01% | 50 | +2,372 | 9.27% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 27,617 | 1,257 | 0.0% | 0.0% | 51 | +216 | 0.79% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 25,350 | 1,154 | 0.0% | 0.0% | 52 | -11,567 | -31.33% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Reduced | 25,000 | 1,138 | 0.06% | 0.05% | 53 | -3,606 | -12.61% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | Reduced | 24,182 | 1,101 | 0.0% | 0.01% | 54 | -23,197 | -48.96% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 23,700 | 1,079 | 0.0% | 0.0% | 55 | -10,519 | -30.74% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 23,000 | 1,047 | 0.0% | 0.0% | 56 | -24,686 | -51.77% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 22,009 | 1,002 | 0.0% | 0.0% | 57 | +898 | 4.25% | Q1 2026 | May 12, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 26,607 | 994 | 1.66% | 1.66% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Olstein Capital Management, L.P. | History | No change | 21,500 | 979 | 0.21% | 0.16% | 59 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| AlphaQuest LLC | History | No change | 25,764 | 962 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,843 | 949 | 0.0% | 0.0% | 61 | -10,139 | -32.73% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 20,395 | 928 | 0.02% | 0.01% | 62 | +6,311 | 44.81% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 19,730 | 898 | 0.0% | — | 63 | +19,730 | New | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,153 | 826 | 0.0% | 0.0% | 64 | -3,600 | -16.55% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 16,925 | 770 | 0.0% | 0.0% | 65 | -32,910 | -66.04% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 16,757 | 763 | 0.09% | 0.07% | 66 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 16,621 | 757 | 0.0% | 0.01% | 67 | -22,839 | -57.88% | Q1 2026 | May 07, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 16,370 | 745 | 0.46% | 0.4% | 68 | -2,344 | -12.53% | Q1 2026 | Apr 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 16,021 | 730 | 0.06% | 0.04% | 69 | +1,396 | 9.55% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,320 | 697 | 0.0% | 0.0% | 70 | +9,083 | 145.63% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 17,700 | 661 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,231 | 648 | 0.0% | 0.0% | 72 | -342 | -2.35% | Q1 2026 | May 12, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 14,027 | 638 | 0.16% | 0.14% | 73 | -500 | -3.44% | Q1 2026 | May 07, 2026 |
| Numerai GP LLC | History | Reduced | 13,854 | 631 | 0.06% | 0.13% | 74 | -14,485 | -51.11% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | No change | 13,200 | 601 | 0.17% | 0.14% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,006 | 546 | 0.0% | 0.0% | 76 | -94 | -0.78% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 10,378 | 473 | 0.01% | 0.01% | 77 | -610 | -5.55% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 12,486 | 466 | 0.71% | 0.71% | 78 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 10,027 | 456 | 0.0% | 0.0% | 79 | +18 | 0.18% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,578 | 435 | 0.0% | 0.0% | 80 | -15,281 | -61.47% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,414 | 428 | 0.0% | 0.0% | 81 | +1,875 | 24.87% | Q1 2026 | May 06, 2026 |
| Brooklyn Investment Group | History | New | 9,143 | 416 | 0.01% | — | 82 | +9,143 | New | Q1 2026 | Apr 29, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 9,120 | 415 | 0.05% | 0.04% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,016 | 365 | 0.0% | 0.0% | 84 | +39 | 0.49% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 7,782 | 354 | 0.0% | 0.0% | 85 | -16,025 | -67.31% | Q1 2026 | May 05, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 7,614 | 346 | 0.03% | 0.02% | 86 | -976 | -11.36% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,546 | 344 | 0.0% | 0.0% | 87 | +909 | 13.7% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,010 | 336 | 0.0% | 0.0% | 88 | -1,400 | -13.45% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,814 | 310 | 0.0% | 0.0% | 89 | -497 | -6.8% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,526 | 297 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | New | 6,445 | 293 | 0.0% | — | 91 | +6,445 | New | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 6,317 | 287 | 0.01% | 0.01% | 92 | -1,518 | -19.37% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 6,212 | 282 | 0.0% | 0.0% | 93 | -11,895 | -65.69% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | New | 6,128 | 279 | 0.0% | — | 94 | +6,128 | New | Q1 2026 | Apr 30, 2026 |
| Magnetar Financial LLC | History | New | 6,006 | 273 | 0.0% | — | 95 | +6,006 | New | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 5,320 | 242 | 0.0% | — | 96 | +5,320 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | New | 5,250 | 239 | 0.0% | — | 97 | +5,250 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,234 | 238 | 0.0% | 0.0% | 98 | -25,462 | -82.95% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,201 | 236 | 0.0% | 0.0% | 99 | +86 | 1.68% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,925 | 224 | 0.0% | — | 100 | +4,925 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,576 | 208 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lakewood Asset Management LLC | History | New | 4,518 | 205 | 0.13% | — | 102 | +4,518 | New | Q1 2026 | Apr 22, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,156 | 189 | 0.13% | 0.1% | 103 | +95 | 2.34% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,094 | 186 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,130 | 142 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,047 | 138 | 0.0% | 0.0% | 106 | -1,196 | -28.19% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | No change | 2,855 | 130 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,767 | 126 | 0.0% | 0.01% | 108 | -3,000 | -52.02% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,766 | 80 | 0.0% | 0.0% | 110 | +1,015 | 135.15% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,763 | 80 | 0.0% | 0.0% | 109 | -114 | -6.07% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,050 | 47 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 887 | 40 | 0.0% | 0.0% | 112 | -180 | -16.87% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 681 | 31 | 0.0% | 0.0% | 113 | -225 | -24.83% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 620 | 28 | 0.0% | 0.0% | 116 | -395 | -38.92% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 619 | 28 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | No change | 626 | 28 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 598 | 27 | 0.0% | 0.0% | 117 | -82 | -12.06% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 440 | 20 | 0.0% | 0.0% | 118 | +82 | 22.91% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 432 | 19 | 0.0% | 0.0% | 119 | -280 | -39.33% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 401 | 18 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 369 | 16 | 0.0% | 0.0% | 121 | -269 | -42.16% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 332 | 15 | 0.0% | 0.0% | 122 | +32 | 10.67% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 284 | 13 | 0.0% | 0.0% | 123 | -611 | -68.27% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 288 | 13 | 0.0% | — | 125 | +288 | New | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 293 | 13 | 0.0% | 0.0% | 124 | +8 | 2.81% | Q1 2026 | Apr 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 226 | 10 | 0.0% | 0.0% | 126 | -16 | -6.61% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 203 | 9 | 0.0% | — | 128 | +203 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 199 | 9 | 0.0% | 0.0% | 127 | -63 | -24.05% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 177 | 8 | 0.0% | — | 129 | +152 | 608.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 155 | 7 | 0.0% | 0.0% | 131 | +47 | 43.52% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 201 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 117 | 5 | 0.0% | — | 136 | +117 | New | Q1 2026 | Jun 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 110 | 5 | 0.0% | — | 135 | +110 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 119 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Optiver Holding B.V. | History | Added to | 108 | 4 | 0.0% | 0.0% | 137 | +48 | 80.0% | Q1 2026 | Jun 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 56 | 2 | 0.0% | — | 140 | +56 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 2 | 0.0% | — | 141 | +50 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 48 | 2 | 0.0% | — | 139 | +47 | 4700.0% | Q1 2026 | May 21, 2026 |
| COMERICA BANK | History | No change | 56 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 33 | 1 | 0.0% | — | 143 | +29 | 725.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 15 | 1 | 0.0% | 0.0% | 145 | -5 | -25.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 35 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -26,607 | -100.0% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,131 | -100.0% | Q1 2026 | May 15, 2026 |
| Huber Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,703 | -100.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,141 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,952 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,299 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -347 | -100.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -49 | -73.13% | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 08, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 10 | 0 | — | — | — | -10 | -50.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 24, 2026 |
| Horizon Investments, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 13 | 0 | — | — | — | +7 | 116.67% | Q1 2026 | Apr 13, 2026 |
| Investors Portfolio Services LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |