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% | 37.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 1,944,486 | 24,675 | 2.22% | 3.36% | 2 | +161,389 | 9.05% | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 989,020 | 21,560 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 714,829 | 15,583 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 687,710 | 14,971 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 623,831 | 13,599 | 0.24% | 0.24% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 604,411 | 13,176 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,006,408 | 12,771 | 0.0% | 0.0% | 8 | +82,782 | 8.96% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 527,568 | 11,500 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 379,914 | 8,284 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 340,000 | 7,412 | 0.37% | 0.37% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 326,890 | 7,126 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 304,607 | 6,640 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 289,408 | 6,309 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 262,663 | 5,726 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 235,491 | 5,133 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 214,189 | 4,669 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 208,892 | 4,553 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 191,251 | 4,169 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 187,784 | 4,048 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 132,644 | 2,891 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 129,887 | 2,831 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 126,873 | 2,765 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 123,895 | 2,700 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | Reduced | 194,290 | 2,465 | 0.22% | 0.38% | 25 | -4,571 | -2.3% | Q3 2026 | Oct 30, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 192,076 | 2,437 | 0.0% | 0.0% | 26 | +47,972 | 33.29% | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 111,347 | 2,427 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 108,521 | 2,365 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Skylands Capital, LLC | History | Added to | 179,509 | 2,277 | 0.3% | 0.04% | 29 | +163,685 | 1034.41% | Q3 2026 | Oct 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 101,433 | 2,211 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 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 | No change | 97,526 | 2,126 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 95,945 | 2,091 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 81,681 | 1,780 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 73,280 | 1,597 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 68,255 | 1,487 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 65,827 | 1,435 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 60,502 | 1,318 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 103,494 | 1,313 | 0.03% | 0.01% | 40 | +85,866 | 487.1% | Q3 2026 | Oct 16, 2026 |
| Aristides Capital LLC | History | No change | 60,246 | 1,313 | 0.26% | 0.26% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 59,786 | 1,303 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 99,550 | 1,263 | 0.07% | 0.12% | 42 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Trexquant Investment LP | History | No change | 47,606 | 1,037 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 47,273 | 1,030 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 46,209 | 1,007 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 45,969 | 1,002 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 44,720 | 974 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 43,867 | 954 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 67,300 | 854 | 0.0% | 0.0% | 49 | +35,100 | 109.01% | Q3 2026 | Oct 30, 2026 |
| Invesco Ltd. | History | No change | 37,538 | 818 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,748 | 801 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 35,414 | 772 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 35,149 | 766 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 35,001 | 763 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 30,930 | 674 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 30,628 | 667 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 30,038 | 654 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 29,585 | 644 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 28,829 | 628 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,471 | 620 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 27,071 | 590 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 46,380 | 588 | 0.0% | 0.0% | 62 | -600 | -1.28% | Q3 2026 | Nov 05, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 42,996 | 545 | 0.3% | 0.58% | 63 | -6,945 | -13.91% | Q3 2026 | Oct 19, 2026 |
| BARCLAYS PLC | History | No change | 24,890 | 542 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 23,931 | 521 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 22,376 | 487 | 0.44% | 0.44% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 21,913 | 477 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | No change | 20,000 | 436 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 19,991 | 435 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 19,841 | 433 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 105 | 410 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,370 | 392 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 17,876 | 389 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 17,752 | 386 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,974 | 370 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 16,692 | 363 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdad Advisers, LP | History | No change | 16,496 | 359 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 16,428 | 358 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 16,000 | 348 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 15,620 | 340 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,577 | 339 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,500 | 337 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 14,886 | 324 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,525 | 316 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R Squared Ltd | History | No change | 14,322 | 312 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 13,517 | 294 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 13,172 | 288 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,811 | 279 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 21,776 | 276 | 0.02% | 0.03% | 89 | +10,365 | 90.83% | Q3 2026 | Oct 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,476 | 270 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 20,889 | 265 | 0.0% | — | 91 | +20,889 | New | Q3 2026 | Oct 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,069 | 263 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 11,111 | 242 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 10,918 | 238 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 10,798 | 235 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,534 | 229 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,384 | 226 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 16,815 | 213 | 0.0% | 0.0% | 98 | +15,285 | 999.02% | Q3 2026 | Oct 22, 2026 |
| Accredited Investors Inc. | History | New | 16,691 | 211 | 0.01% | — | 99 | +16,691 | New | Q3 2026 | Nov 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 9,295 | 202 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,311 | 202 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 7,496 | 163 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,790 | 148 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 10,862 | 137 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,211 | 113 | 0.0% | 0.0% | 105 | 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% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,444 | 94 | 0.0% | 0.0% | 107 | +6,000 | 415.51% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,486 | 69 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,962 | 64 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,391 | 30 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,359 | 29 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 25 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | Added to | 1,899 | 24 | 0.0% | 0.0% | 113 | +843 | 79.83% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | Reduced | 1,621 | 20 | 0.0% | 0.0% | 114 | -5,875 | -78.38% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 821 | 17 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 738 | 16 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 532 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 526 | 11 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 548 | 11 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 481 | 10 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 500 | 10 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Added to | 645 | 8 | 0.01% | — | 123 | +631 | 4507.14% | Q3 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 394 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 233 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | No change | 251 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 344 | 4 | 0.0% | 0.0% | 128 | +99 | 40.41% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 228 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 203 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 192 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 240 | 3 | 0.0% | 0.0% | 130 | +5 | 2.13% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 139 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 196 | 2 | 0.0% | — | 133 | +172 | 716.67% | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 186 | 2 | 0.0% | 0.0% | 134 | -11 | -5.58% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 101 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | New | 152 | 1 | 0.0% | — | 136 | +152 | New | Q3 2026 | Oct 19, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 121 | 1 | 0.0% | 0.0% | 135 | -79 | -39.5% | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,682 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -16,389 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2026 | Oct 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 40 | 0 | — | 0.0% | — | -65 | -61.9% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -46 | -66.67% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 74 | 0 | — | 0.0% | — | +28 | 60.87% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 16 | 0 | — | — | — | +15 | 1500.0% | Q3 2026 | Oct 29, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 13 | 0 | — | — | — | +5 | 62.5% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |