NATURES SUNSHINE PRODUCTS INC - NATR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WYNNEFIELD CAPITAL INC | History | No change | 2,473,686 | 53,926 | 37.09% | 40.23% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,783,097 | 38,871 | 3.36% | 4.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Reduced | 989,020 | 21,560 | 0.0% | 0.0% | 3 | -75,434 | -7.09% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 923,626 | 20,134 | 0.0% | 0.0% | 4 | +28,189 | 3.15% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 714,829 | 15,583 | 0.01% | 0.01% | 5 | +140,004 | 24.36% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 687,710 | 14,971 | 0.02% | 0.02% | 6 | +29,905 | 4.55% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 623,831 | 13,599 | 0.24% | 0.35% | 7 | -67,667 | -9.79% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 604,411 | 13,176 | 0.0% | 0.0% | 8 | +7,578 | 1.27% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 527,568 | 11,500 | 0.02% | 0.02% | 9 | -4,356 | -0.82% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 379,914 | 8,284 | 0.0% | 0.0% | 10 | +7,365 | 1.98% | Q2 2026 | Aug 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 340,000 | 7,412 | 0.37% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 326,890 | 7,126 | 0.0% | 0.0% | 12 | +1,085 | 0.33% | Q2 2026 | Aug 07, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 304,607 | 6,640 | 0.15% | 0.21% | 13 | -12,260 | -3.87% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 289,408 | 6,309 | 0.0% | 0.0% | 14 | +172,555 | 147.67% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | Added to | 262,663 | 5,726 | 0.01% | 0.01% | 15 | +42,470 | 19.29% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Reduced | 235,491 | 5,133 | 0.0% | 0.0% | 16 | -32,466 | -12.12% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 214,189 | 4,669 | 0.02% | 0.02% | 17 | +22,502 | 11.74% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 208,892 | 4,553 | 0.0% | 0.0% | 18 | +36,795 | 21.38% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | Added to | 198,861 | 4,335 | 0.38% | 0.23% | 19 | +99,212 | 99.56% | Q2 2026 | Jul 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 191,251 | 4,169 | 0.0% | 0.0% | 20 | +19,401 | 11.29% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 187,784 | 4,048 | 0.0% | 0.0% | 21 | +5,609 | 3.08% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 144,104 | 3,141 | 0.0% | — | 22 | +144,104 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 132,644 | 2,891 | 0.0% | 0.0% | 23 | -23,692 | -15.15% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 129,887 | 2,831 | 0.0% | 0.0% | 24 | -2,637 | -1.99% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 126,873 | 2,765 | 0.0% | 0.0% | 25 | +86,848 | 216.98% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 123,895 | 2,700 | 0.03% | 0.04% | 26 | +24,182 | 24.25% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 111,347 | 2,427 | 0.01% | 0.0% | 27 | +65,453 | 142.62% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 108,521 | 2,365 | 0.0% | 0.01% | 28 | -17,012 | -13.55% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 101,433 | 2,211 | 0.0% | 0.0% | 29 | +7,705 | 8.22% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 99,550 | 2,170 | 0.12% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Eagle Investment Management, LLC | History | No change | 98,800 | 2,153 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 97,526 | 2,126 | 0.0% | 0.0% | 32 | -15,430 | -13.66% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 95,945 | 2,091 | 0.0% | 0.0% | 33 | +3,505 | 3.79% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,681 | 1,780 | 0.0% | 0.0% | 34 | +14,561 | 21.69% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 73,280 | 1,597 | 0.0% | 0.0% | 35 | -104,961 | -58.89% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 68,255 | 1,487 | 0.0% | 0.0% | 36 | -66,703 | -49.43% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 65,827 | 1,435 | 0.0% | 0.0% | 37 | -2,300 | -3.38% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 60,502 | 1,318 | 0.0% | 0.0% | 38 | +51,112 | 544.32% | Q2 2026 | Aug 13, 2026 |
| Aristides Capital LLC | History | Reduced | 60,246 | 1,313 | 0.26% | 0.32% | 39 | -946 | -1.55% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 59,786 | 1,303 | 0.01% | 0.01% | 40 | +8,681 | 16.99% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 49,941 | 1,088 | 0.58% | 0.74% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trexquant Investment LP | History | Reduced | 47,606 | 1,037 | 0.01% | 0.01% | 42 | -38,000 | -44.39% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 47,273 | 1,030 | 0.0% | 0.0% | 43 | +2,209 | 4.9% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 46,980 | 1,024 | 0.0% | 0.0% | 44 | -2,535 | -5.12% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 46,209 | 1,007 | 0.0% | 0.0% | 45 | +27,053 | 141.22% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 45,969 | 1,002 | 0.0% | 0.0% | 46 | -13,234 | -22.35% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 44,720 | 974 | 0.0% | 0.0% | 47 | -992 | -2.17% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 43,867 | 954 | 0.0% | 0.0% | 48 | -5,900 | -11.86% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | Reduced | 37,538 | 818 | 0.0% | 0.0% | 49 | -9,631 | -20.42% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 36,748 | 801 | 0.0% | 0.0% | 50 | -3,698 | -9.14% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 35,414 | 772 | 0.0% | 0.0% | 51 | +9,257 | 35.39% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | Added to | 35,149 | 766 | 0.01% | 0.0% | 52 | +18,730 | 114.08% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 35,001 | 763 | 0.01% | 0.01% | 53 | +512 | 1.48% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 32,200 | 701 | 0.0% | 0.0% | 54 | +7,800 | 31.97% | Q2 2026 | Jul 30, 2026 |
| MARSHALL WACE, LLP | History | New | 30,930 | 674 | 0.0% | — | 55 | +30,930 | New | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 30,628 | 667 | 0.01% | 0.01% | 56 | +6,305 | 25.92% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 30,038 | 654 | 0.01% | — | 57 | +30,038 | New | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 29,585 | 644 | 0.0% | 0.0% | 58 | -12,322 | -29.4% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 28,829 | 628 | 0.0% | 0.0% | 59 | -6,756 | -18.99% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 28,471 | 620 | 0.0% | 0.0% | 60 | +5,716 | 25.12% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 27,071 | 590 | 0.0% | 0.0% | 61 | +15,518 | 134.32% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 24,890 | 542 | 0.0% | 0.0% | 62 | -5,100 | -17.01% | Q2 2026 | Aug 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 23,931 | 521 | 0.01% | 0.01% | 63 | +9,355 | 64.18% | Q2 2026 | Aug 13, 2026 |
| Watershed Asset Management, L.L.C. | History | Added to | 22,376 | 487 | 0.44% | 0.4% | 64 | +6,100 | 37.48% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 21,913 | 477 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Added to | 20,682 | 450 | 0.0% | 0.0% | 66 | +462 | 2.28% | Q2 2026 | Jul 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 20,000 | 436 | 0.0% | 0.01% | 67 | -20,000 | -50.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,991 | 435 | 0.0% | 0.0% | 68 | -1,116 | -5.29% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 19,841 | 433 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | New | 105 | 410 | 0.03% | — | 70 | +105 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 16,370 | 392 | 0.0% | 0.0% | 71 | +3,200 | 24.3% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 17,876 | 389 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 17,752 | 386 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 17,628 | 384 | 0.01% | — | 74 | +17,628 | New | Q2 2026 | Jul 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 16,974 | 370 | 0.0% | 0.0% | 75 | +759 | 4.68% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | New | 16,692 | 363 | 0.04% | — | 76 | +16,692 | New | Q2 2026 | Aug 12, 2026 |
| Verdad Advisers, LP | History | New | 16,496 | 359 | 0.34% | — | 77 | +16,496 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 16,428 | 358 | 0.0% | — | 78 | +16,428 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 16,389 | 357 | 0.0% | 0.0% | 79 | -10,993 | -40.15% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,000 | 348 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skylands Capital, LLC | History | Reduced | 15,824 | 344 | 0.04% | 0.17% | 81 | -36,826 | -69.94% | Q2 2026 | Jul 24, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 15,620 | 340 | 0.0% | 0.0% | 82 | -5,388 | -25.65% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 15,577 | 339 | 0.0% | 0.0% | 83 | +5,158 | 49.51% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 15,500 | 337 | 0.0% | 0.0% | 84 | -4,800 | -23.65% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 14,886 | 324 | 0.08% | 0.16% | 85 | -8,111 | -35.27% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 14,525 | 316 | 0.0% | 0.0% | 86 | -4,161 | -22.27% | Q2 2026 | Aug 07, 2026 |
| R Squared Ltd | History | Reduced | 14,322 | 312 | 0.16% | 0.2% | 87 | -1,018 | -6.64% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 13,517 | 294 | 0.0% | 0.0% | 88 | +7,903 | 140.77% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,172 | 288 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,811 | 279 | 0.0% | 0.0% | 90 | +6,105 | 91.04% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,476 | 270 | 0.0% | 0.0% | 91 | -5,205 | -29.44% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,069 | 263 | 0.0% | 0.0% | 92 | -4,332 | -26.41% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 11,411 | 248 | 0.03% | 0.07% | 93 | -13,642 | -54.45% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | New | 11,111 | 242 | 0.0% | — | 94 | +11,111 | New | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 10,918 | 238 | 0.0% | 0.0% | 95 | -2,207 | -16.82% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 10,862 | 236 | 0.01% | 0.01% | 96 | -892 | -7.59% | Q2 2026 | Jul 09, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 10,798 | 235 | 0.01% | 0.02% | 97 | +62 | 0.58% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,534 | 229 | 0.0% | 0.0% | 98 | +232 | 2.25% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,384 | 226 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 9,295 | 202 | 0.0% | 0.01% | 100 | +658 | 7.62% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,311 | 202 | 0.0% | 0.0% | 101 | -401 | -4.13% | Q2 2026 | Sep 08, 2026 |
| CITIGROUP INC | History | Added to | 7,496 | 163 | 0.0% | 0.0% | 102 | +6,171 | 465.74% | Q2 2026 | Aug 03, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 7,496 | 163 | 0.02% | 0.02% | 103 | +3,375 | 81.9% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,790 | 148 | 0.0% | 0.0% | 104 | -1,226 | -15.29% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 5,098 | 122 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,486 | 119 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,211 | 113 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,395 | 95 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | New | 2,962 | 64 | 0.0% | — | 109 | +2,962 | New | Q2 2026 | Aug 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,004 | 48 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 43 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,530 | 33 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,444 | 31 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legal & General Group Plc | History | No change | 1,391 | 30 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,359 | 29 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,056 | 23 | 0.0% | 0.0% | 116 | -118 | -10.05% | Q2 2026 | Jul 07, 2026 |
| Founders Capital Management | History | No change | 1,000 | 21 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 821 | 17 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 738 | 16 | 0.0% | 0.0% | 119 | +503 | 214.04% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | New | 548 | 11 | 0.0% | — | 122 | +548 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 526 | 11 | 0.0% | 0.0% | 121 | -504 | -48.93% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 532 | 11 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 500 | 10 | 0.0% | 0.0% | 124 | +447 | 843.4% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 481 | 10 | 0.0% | 0.0% | 123 | -35 | -6.78% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 394 | 8 | 0.0% | 0.0% | 125 | +190 | 93.14% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 251 | 5 | 0.0% | — | 130 | +251 | New | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 245 | 5 | 0.0% | 0.0% | 128 | -193 | -44.06% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 251 | 5 | 0.0% | 0.0% | 129 | +61 | 32.11% | Q2 2026 | Jul 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 235 | 5 | 0.0% | 0.0% | 127 | -9 | -3.69% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | No change | 233 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 203 | 4 | 0.0% | 0.0% | 132 | -695 | -77.39% | Q2 2026 | Aug 24, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 192 | 4 | 0.0% | — | 135 | +192 | New | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 200 | 4 | 0.0% | 0.0% | 133 | -75 | -27.27% | Q2 2026 | Jul 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 197 | 4 | 0.0% | 0.0% | 134 | +11 | 5.91% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 228 | 4 | 0.0% | 0.0% | 131 | +7 | 3.17% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 139 | 3 | 0.0% | 0.0% | 136 | -166 | -54.43% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | New | 101 | 2 | 0.0% | — | 138 | +101 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 105 | 2 | 0.0% | 0.0% | 137 | +57 | 118.75% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 46 | 1 | 0.0% | 0.0% | 139 | -100 | -68.49% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 69 | 1 | 0.0% | — | 140 | +37 | 115.63% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,234 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,665 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -38,441 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,585 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,066 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,120 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,768 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 44 | 0 | — | 0.0% | — | -120 | -73.17% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -56 | -69.14% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -35 | -72.92% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 7 | 0 | — | — | — | -17 | -70.83% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -15 | -93.75% | Q2 2026 | Jul 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 8 | 0 | — | — | — | -10 | -55.56% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |