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 | No change | 1,327,501 | 67,901 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,129,422 | 57,769 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BlackRock, Inc. | History | No change | 1,029,544 | 52,661 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 695,302 | 36,580 | 0.01% | 0.01% | 4 | +2,627 | 0.38% | Q3 2026 | Nov 04, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 518,661 | 26,529 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 488,104 | 24,966 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 461,036 | 23,582 | 0.47% | 0.47% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 309,465 | 15,829 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 304,998 | 15,600 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 295,912 | 15,135 | 3.12% | 3.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 288,510 | 14,761 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 251,265 | 12,852 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 208,995 | 10,690 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 180,210 | 9,217 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 153,070 | 7,829 | 0.39% | 0.39% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 150,000 | 7,672 | 0.34% | 0.34% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 135,738 | 6,942 | 1.26% | 1.26% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 117,001 | 5,984 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 105,395 | 5,544 | 3.6% | 3.54% | 19 | -1,475 | -1.38% | Q3 2026 | Oct 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 106,337 | 5,439 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 104,861 | 5,363 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 91,814 | 4,696 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 86,358 | 4,593 | 0.01% | 0.01% | 23 | -7,449 | -7.94% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 81,309 | 4,158 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 76,173 | 3,896 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 72,759 | 3,827 | 0.37% | 0.36% | 26 | -283 | -0.39% | Q3 2026 | Oct 21, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 71,327 | 3,648 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 69,971 | 3,579 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Uncommon Cents Investing Inc | History | Added to | 64,463 | 3,391 | 0.74% | 0.71% | 29 | +350 | 0.55% | Q3 2026 | Oct 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 64,210 | 3,284 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 61,506 | 3,235 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Reduced | 61,223 | 3,220 | 0.0% | 0.0% | 32 | -5,691 | -8.5% | Q3 2026 | Nov 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 57,397 | 2,935 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 54,321 | 2,857 | 0.05% | 0.05% | 34 | -2,557 | -4.5% | Q3 2026 | Oct 13, 2026 |
| Quantinno Capital Management LP | History | No change | 48,953 | 2,503 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 47,681 | 2,438 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 45,188 | 2,311 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 44,064 | 2,253 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 37,800 | 1,933 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 32,602 | 1,715 | 0.06% | 0.06% | 40 | -501 | -1.51% | Q3 2026 | Oct 15, 2026 |
| Nuveen, LLC | History | No change | 32,815 | 1,678 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 32,792 | 1,677 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 31,731 | 1,623 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 28,884 | 1,477 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 28,727 | 1,469 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 27,500 | 1,406 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 27,287 | 1,395 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 26,414 | 1,351 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 26,070 | 1,333 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | Added to | 25,137 | 1,322 | 0.0% | 0.0% | 50 | +9,157 | 57.3% | Q3 2026 | Nov 02, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 1,278 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azarias Capital Management, L.P. | History | Reduced | 24,172 | 1,271 | 0.75% | 2.45% | 53 | -85,754 | -78.01% | Q3 2026 | Oct 14, 2026 |
| BARCLAYS PLC | History | No change | 24,855 | 1,271 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 24,262 | 1,241 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 23,260 | 1,189 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 23,199 | 1,186 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 22,160 | 1,132 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 21,500 | 1,099 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 21,288 | 1,088 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 20,935 | 1,070 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 20,021 | 1,024 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | New | 18,591 | 978 | 0.16% | — | 62 | +18,591 | New | Q3 2026 | Oct 15, 2026 |
| STRS OHIO | History | Added to | 18,000 | 946 | 0.0% | 0.0% | 63 | +3,500 | 24.14% | Q3 2026 | Oct 30, 2026 |
| Invesco Ltd. | History | No change | 17,981 | 919 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,953 | 815 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,115 | 721 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 13,847 | 708 | 0.47% | 0.47% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 13,797 | 705 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 12,922 | 680 | 0.05% | 0.06% | 69 | -2,918 | -18.42% | Q3 2026 | Oct 22, 2026 |
| Wavvest Wealth LLC | History | New | 12,901 | 678 | 0.55% | — | 70 | +12,901 | New | Q3 2026 | Oct 21, 2026 |
| FCA CORP /TX | History | No change | 13,200 | 675 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 12,858 | 657 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,030 | 615 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,790 | 551 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,322 | 527 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 9,893 | 510 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 9,743 | 498 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,113 | 467 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 9,120 | 466 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,810 | 446 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,400 | 441 | 0.01% | — | 81 | +8,400 | New | Q3 2026 | Oct 16, 2026 |
| State of Wyoming | History | Added to | 6,771 | 356 | 0.03% | 0.03% | 82 | +995 | 17.23% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,859 | 350 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,856 | 350 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 6,342 | 324 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,894 | 301 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| R Squared Ltd | History | No change | 5,878 | 300 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,534 | 291 | 0.01% | 0.0% | 88 | -9 | -0.16% | Q3 2026 | Oct 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,424 | 277 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,191 | 271 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 5,250 | 268 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lakewood Asset Management LLC | History | Added to | 5,059 | 266 | 0.14% | 0.13% | 92 | +473 | 10.31% | Q3 2026 | Oct 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,096 | 260 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,005 | 256 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,976 | 254 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,576 | 234 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,263 | 225 | 0.0% | — | 97 | +4,263 | New | Q3 2026 | Oct 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,145 | 218 | 0.14% | 0.13% | 98 | +150 | 3.75% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,094 | 209 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 3,989 | 204 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,667 | 187 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,130 | 160 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | No change | 2,855 | 150 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| NKCFO LLC | History | No change | 2,420 | 127 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 1,077 | 55 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,021 | 54 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,050 | 53 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 958 | 49 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 808 | 41 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 707 | 36 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 619 | 32 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 609 | 31 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 588 | 30 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 501 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 470 | 24 | 0.0% | 0.0% | 115 | -156 | -24.92% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | No change | 440 | 23 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 311 | 16 | 0.0% | 0.0% | 117 | -70 | -18.37% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 297 | 15 | 0.0% | 0.0% | 118 | +7 | 2.41% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Added to | 245 | 12 | 0.0% | 0.0% | 119 | +1 | 0.41% | Q3 2026 | Oct 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 226 | 11 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Reduced | 189 | 10 | 0.01% | 0.01% | 122 | -10 | -5.03% | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 203 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 176 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 160 | 8 | 0.0% | — | 124 | +160 | New | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 145 | 7 | 0.0% | 0.0% | 126 | -111 | -43.36% | Q3 2026 | Oct 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 152 | 7 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 119 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JPL Wealth Management, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 54 | 2 | 0.0% | 0.0% | 135 | -32 | -37.21% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Added to | 55 | 2 | 0.0% | 0.0% | 137 | +5 | 10.0% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 56 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | No change | 55 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 21 | 1 | 0.0% | — | 143 | +21 | New | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 35 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 28 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -16,370 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CV Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Asset Dedication, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |