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 | 59,343 | 40.23% | 30.02% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,783,097 | 42,776 | 4.26% | 3.58% | 2 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Reduced | 1,064,454 | 25,536 | 0.0% | 0.0% | 3 | -55,860 | -4.99% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 895,437 | 21,482 | 0.0% | 0.0% | 4 | -1,117 | -0.12% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 803,625 | 17,342 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 691,498 | 16,589 | 0.35% | 0.31% | 6 | +15,880 | 2.35% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 657,805 | 15,763 | 0.02% | 0.02% | 7 | +26,768 | 4.24% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 596,833 | 14,318 | 0.0% | — | 8 | +596,833 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 574,825 | 13,790 | 0.01% | 0.0% | 9 | +119,858 | 26.34% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 531,924 | 12,760 | 0.02% | 0.02% | 10 | +7,827 | 1.49% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 372,549 | 8,939 | 0.0% | 0.0% | 11 | +12,003 | 3.33% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 340,000 | 8,156 | 0.47% | 0.43% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 325,805 | 7,816 | 0.0% | 0.0% | 13 | +9,507 | 3.01% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 316,867 | 7,601 | 0.21% | 0.13% | 14 | +97,397 | 44.38% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 267,957 | 6,428 | 0.0% | 0.0% | 15 | -59,347 | -18.13% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 220,193 | 5,282 | 0.01% | 0.0% | 16 | +9,649 | 4.58% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 191,687 | 4,598 | 0.02% | 0.01% | 17 | +84,650 | 79.08% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 182,175 | 4,397 | 0.0% | 0.0% | 18 | -23,184 | -11.29% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 178,241 | 4,275 | 0.0% | 0.0% | 19 | +80,848 | 83.01% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 172,097 | 4,128 | 0.0% | 0.0% | 20 | +36,254 | 26.69% | Q1 2026 | Apr 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 171,850 | 4,122 | 0.0% | 0.0% | 21 | +125,264 | 268.89% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 156,336 | 3,750 | 0.0% | 0.0% | 22 | +81,397 | 108.62% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 134,958 | 3,237 | 0.0% | 0.0% | 23 | +109,729 | 434.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 132,524 | 3,179 | 0.0% | 0.0% | 24 | +4,969 | 3.9% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 125,533 | 3,011 | 0.01% | 0.01% | 25 | -8,635 | -6.44% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 116,853 | 2,803 | 0.0% | — | 26 | +116,853 | New | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 112,956 | 2,709 | 0.0% | 0.0% | 27 | +15,464 | 15.86% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 99,713 | 2,392 | 0.04% | 0.03% | 28 | +18,260 | 22.42% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | New | 99,649 | 2,390 | 0.23% | — | 29 | +99,649 | New | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 99,550 | 2,388 | 0.14% | 0.1% | 30 | +25,000 | 33.53% | Q1 2026 | Apr 23, 2026 |
| First Eagle Investment Management, LLC | History | No change | 98,800 | 2,370 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 93,728 | 2,248 | 0.0% | 0.0% | 32 | +3,994 | 4.45% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 92,440 | 2,217 | 0.0% | — | 33 | +92,440 | New | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Added to | 85,606 | 2,053 | 0.01% | 0.01% | 34 | +43,335 | 102.52% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 68,127 | 1,634 | 0.0% | 0.0% | 35 | +56,450 | 483.43% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 67,120 | 1,610 | 0.0% | 0.0% | 36 | -5,077 | -7.03% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Added to | 61,192 | 1,467 | 0.32% | 0.16% | 37 | +20,285 | 49.59% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 59,203 | 1,420 | 0.0% | 0.0% | 38 | +42,266 | 249.55% | Q1 2026 | May 13, 2026 |
| Skylands Capital, LLC | History | Reduced | 52,650 | 1,263 | 0.17% | 0.53% | 39 | -128,100 | -70.87% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 51,105 | 1,226 | 0.01% | 0.01% | 40 | +3,117 | 6.5% | Q1 2026 | May 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 49,941 | 1,198 | 0.74% | 0.66% | 41 | -4,364 | -8.04% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 49,767 | 1,194 | 0.0% | 0.0% | 42 | +9,939 | 24.95% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 49,515 | 1,187 | 0.0% | 0.0% | 43 | -1,012 | -2.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,234 | 1,157 | 0.0% | — | 44 | +48,234 | New | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 47,169 | 1,131 | 0.0% | 0.0% | 45 | +17,806 | 60.64% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 45,894 | 1,100 | 0.0% | 0.0% | 46 | +26,924 | 141.93% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 45,712 | 1,096 | 0.0% | 0.0% | 47 | -4,086 | -8.21% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 45,064 | 1,081 | 0.0% | 0.0% | 48 | +261 | 0.58% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 43,665 | 1,047 | 0.0% | — | 49 | +43,665 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 41,907 | 1,005 | 0.0% | 0.0% | 50 | -8,654 | -17.12% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 40,446 | 970 | 0.0% | 0.0% | 51 | +9,951 | 32.63% | Q1 2026 | Apr 22, 2026 |
| Man Group plc | History | Added to | 40,025 | 960 | 0.0% | 0.0% | 52 | +19,424 | 94.29% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 40,000 | 959 | 0.01% | — | 53 | +40,000 | New | Q1 2026 | May 07, 2026 |
| Informed Momentum Co LLC | History | No change | 38,441 | 922 | 0.11% | 0.09% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,585 | 853 | 0.0% | 0.0% | 55 | +7,350 | 26.03% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Added to | 34,489 | 827 | 0.01% | 0.01% | 56 | +20,628 | 148.82% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 38,000 | 820 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 29,990 | 719 | 0.0% | 0.0% | 58 | -34,619 | -53.58% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 29,100 | 698 | 0.01% | 0.0% | 59 | +13,985 | 92.52% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 27,382 | 656 | 0.0% | 0.0% | 60 | +9,327 | 51.66% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 26,157 | 627 | 0.0% | 0.0% | 61 | +7,988 | 43.96% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | New | 25,053 | 601 | 0.07% | — | 62 | +25,053 | New | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 24,400 | 585 | 0.0% | 0.0% | 63 | -1,700 | -6.51% | Q1 2026 | Apr 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 24,323 | 583 | 0.01% | 0.01% | 64 | +9,372 | 62.68% | Q1 2026 | Apr 20, 2026 |
| EntryPoint Capital, LLC | History | Added to | 22,997 | 551 | 0.16% | 0.15% | 65 | +5,479 | 31.28% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 22,755 | 545 | 0.0% | 0.0% | 66 | -6,445 | -22.07% | Q1 2026 | May 15, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 25,000 | 539 | 0.9% | 0.9% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | No change | 21,913 | 525 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,107 | 506 | 0.0% | 0.0% | 69 | +11 | 0.05% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 21,008 | 503 | 0.0% | — | 70 | +21,008 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 20,300 | 486 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | New | 20,220 | 485 | 0.0% | — | 72 | +20,220 | New | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | New | 19,841 | 476 | 0.0% | — | 73 | +19,841 | New | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 19,156 | 459 | 0.0% | 0.0% | 74 | +15,857 | 480.66% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,686 | 448 | 0.0% | 0.0% | 75 | +2,180 | 13.21% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 17,876 | 428 | 0.0% | 0.0% | 76 | +7,085 | 65.66% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 17,681 | 426 | 0.0% | 0.0% | 77 | -4,940 | -21.84% | Q1 2026 | Apr 30, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 17,752 | 425 | 0.01% | 0.01% | 78 | -5,280 | -22.92% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 16,419 | 393 | 0.0% | — | 80 | +16,419 | New | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 16,401 | 393 | 0.0% | 0.0% | 79 | -13,822 | -45.73% | Q1 2026 | May 15, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 16,276 | 390 | 0.4% | — | 81 | +16,276 | New | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 16,215 | 388 | 0.0% | 0.0% | 82 | -128 | -0.78% | Q1 2026 | May 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 16,000 | 383 | 0.01% | 0.01% | 83 | -7,525 | -31.99% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Added to | 15,340 | 368 | 0.2% | 0.14% | 84 | +1,092 | 7.66% | Q1 2026 | Apr 29, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 14,576 | 349 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,172 | 316 | 0.0% | 0.0% | 86 | +2,432 | 22.64% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 13,125 | 314 | 0.0% | — | 87 | +13,125 | New | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,585 | 301 | 0.0% | — | 88 | +12,585 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 10,736 | 291 | 0.02% | 0.01% | 89 | +793 | 7.98% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 12,066 | 289 | 0.03% | — | 90 | +12,066 | New | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,170 | 284 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | No change | 11,754 | 281 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,553 | 277 | 0.0% | 0.0% | 93 | -43,952 | -79.19% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 11,120 | 266 | 0.0% | — | 94 | +11,120 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,768 | 258 | 0.0% | — | 95 | +10,768 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,419 | 249 | 0.0% | — | 97 | +10,419 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,384 | 249 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,302 | 247 | 0.0% | 0.0% | 98 | +927 | 9.89% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,712 | 232 | 0.0% | 0.0% | 99 | -5,035 | -34.14% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,390 | 225 | 0.0% | 0.0% | 100 | -11,805 | -55.7% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 8,637 | 207 | 0.01% | 0.01% | 101 | -4,321 | -33.35% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,016 | 192 | 0.0% | 0.0% | 102 | +346 | 4.51% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,706 | 160 | 0.0% | 0.0% | 103 | -12,288 | -64.69% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,614 | 134 | 0.0% | — | 104 | +5,614 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,486 | 131 | 0.01% | 0.01% | 105 | -4 | -0.07% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,211 | 125 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 5,098 | 122 | 0.0% | 0.0% | 107 | +3,247 | 175.42% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,395 | 105 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 4,121 | 98 | 0.02% | 0.03% | 109 | -5,177 | -55.68% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | New | 2,004 | 48 | 0.0% | — | 110 | +2,004 | New | Q1 2026 | May 19, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 47 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 1,530 | 37 | 0.0% | — | 112 | +1,530 | New | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,444 | 34 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legal & General Group Plc | History | Reduced | 1,391 | 33 | 0.0% | 0.0% | 114 | -67 | -4.6% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,359 | 32 | 0.0% | 0.0% | 115 | +341 | 33.5% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,325 | 31 | 0.0% | 0.0% | 116 | -709 | -34.86% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,174 | 28 | 0.0% | 0.0% | 117 | +105 | 9.82% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,030 | 24 | 0.0% | 0.0% | 118 | -24 | -2.28% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 1,000 | 23 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 898 | 21 | 0.0% | 0.0% | 120 | -124 | -12.13% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 821 | 19 | 0.0% | — | 121 | +821 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 821 | 17 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 532 | 12 | 0.0% | — | 124 | +500 | 1562.5% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 516 | 12 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 438 | 10 | 0.0% | 0.0% | 125 | -302 | -40.81% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 387 | 9 | 0.0% | — | 126 | +382 | 7640.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 305 | 7 | 0.0% | 0.0% | 127 | +220 | 258.82% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 275 | 6 | 0.0% | 0.0% | 130 | +104 | 60.82% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 244 | 6 | 0.0% | 0.0% | 129 | -1 | -0.41% | Q1 2026 | Apr 28, 2026 |
| Smithfield Trust Co | History | No change | 233 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 235 | 5 | 0.0% | 0.0% | 132 | -267 | -53.19% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 221 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | New | 190 | 4 | 0.0% | — | 135 | +190 | New | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 204 | 4 | 0.0% | — | 133 | +164 | 410.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 186 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 146 | 3 | 0.0% | — | 137 | +146 | New | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 164 | 3 | 0.0% | 0.0% | 136 | -80 | -32.79% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | Added to | 81 | 1 | 0.0% | — | 144 | +58 | 252.17% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 48 | 1 | 0.0% | — | 139 | +47 | 4700.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 53 | 1 | 0.0% | — | 141 | +47 | 783.33% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 48 | 1 | 0.0% | — | 142 | +47 | 4700.0% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | No change | 51 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 48 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -146,757 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,889 | -100.0% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -42,145 | -100.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,069 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,103 | -100.0% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -25,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,521 | -100.0% | Q1 2026 | May 13, 2026 |
| Round Hill Asset Management | History | Closed out | 0 | 0 | — | 0.2% | — | -14,466 | -100.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,894 | -100.0% | Q1 2026 | May 14, 2026 |
| Heron Bay Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -12,733 | -100.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,673 | -100.0% | Q1 2026 | May 15, 2026 |
| Verdad Advisers, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -11,221 | -100.0% | Q1 2026 | May 15, 2026 |
| Williams & Novak, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,350 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,590 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,297 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,935 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | Apr 24, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Frazier Financial Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Added to | 16 | 0 | — | — | — | +8 | 100.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | — | — | -6 | -42.86% | Q1 2026 | May 05, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |