NATURES SUNSHINE PRODUCTS INC - NATR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 53,382 | 30.02% | 23.07% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,783,097 | 38,479 | 3.58% | 2.92% | 2 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 1,120,314 | 24,176 | 0.0% | 0.0% | 3 | +73,545 | 7.03% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 896,554 | 19,347 | 0.0% | 0.0% | 4 | -17,237 | -1.89% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 803,625 | 17,342 | 0.0% | 0.0% | 5 | +521 | 0.06% | Q4 2025 | Jan 29, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 675,618 | 14,579 | 0.31% | 0.23% | 6 | -146 | -0.02% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 631,037 | 13,602 | 0.02% | 0.01% | 7 | +76,789 | 13.85% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 524,097 | 11,310 | 0.02% | 0.01% | 8 | +16,900 | 3.33% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 454,967 | 9,818 | 0.0% | 0.0% | 9 | +58,757 | 14.83% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 360,546 | 7,782 | 0.0% | 0.0% | 10 | +1,980 | 0.55% | Q4 2025 | Feb 09, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 340,000 | 7,337 | 0.43% | 0.28% | 11 | +28,000 | 8.97% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 327,304 | 7,063 | 0.0% | 0.0% | 12 | +64,635 | 24.61% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 316,298 | 6,825 | 0.0% | 0.0% | 13 | +10,873 | 3.56% | Q4 2025 | Feb 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 219,470 | 4,736 | 0.13% | 0.08% | 14 | +48,666 | 28.49% | Q4 2025 | Feb 10, 2026 |
| Boston Partners | History | New | 210,544 | 4,543 | 0.0% | — | 15 | +210,544 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 205,359 | 4,431 | 0.0% | 0.0% | 16 | -16,941 | -7.62% | Q4 2025 | Feb 11, 2026 |
| Skylands Capital, LLC | History | Reduced | 180,750 | 3,900 | 0.53% | 0.69% | 17 | -142,600 | -44.1% | Q4 2025 | Jan 30, 2026 |
| CSM Advisors, LLC | History | Added to | 146,757 | 3,167 | 0.09% | 0.06% | 18 | +225 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Added to | 135,843 | 2,931 | 0.0% | 0.0% | 19 | +20,460 | 17.73% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 134,168 | 2,895 | 0.01% | 0.01% | 20 | +24,518 | 22.36% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 127,555 | 2,752 | 0.0% | 0.0% | 21 | -15,721 | -10.97% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 107,037 | 2,309 | 0.01% | — | 22 | +107,037 | New | Q4 2025 | Feb 13, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 98,800 | 2,132 | 0.0% | 0.0% | 23 | -21,200 | -17.67% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,492 | 2,103 | 0.0% | 0.0% | 24 | +24,358 | 33.31% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 97,393 | 2,101 | 0.0% | 0.0% | 25 | +76,198 | 359.51% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 89,734 | 1,936 | 0.0% | 0.0% | 26 | +32,256 | 56.12% | Q4 2025 | Feb 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 85,889 | 1,847 | 0.0% | 0.0% | 27 | -14,364 | -14.33% | Q4 2025 | Feb 18, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 81,453 | 1,758 | 0.03% | 0.0% | 28 | +71,157 | 691.11% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 74,939 | 1,617 | 0.0% | 0.0% | 29 | -44,859 | -37.45% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 74,550 | 1,608 | 0.1% | 0.07% | 30 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,197 | 1,558 | 0.0% | 0.0% | 31 | +24,690 | 51.97% | Q4 2025 | Mar 25, 2026 |
| BARCLAYS PLC | History | Added to | 64,609 | 1,394 | 0.0% | 0.0% | 32 | +2,310 | 3.71% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 55,505 | 1,197 | 0.0% | 0.0% | 33 | +30,355 | 120.7% | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 54,305 | 1,171 | 0.66% | 0.49% | 34 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 50,561 | 1,091 | 0.0% | 0.0% | 35 | -15,893 | -23.92% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 50,527 | 1,090 | 0.0% | 0.0% | 36 | +5,453 | 12.1% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 49,798 | 1,074 | 0.0% | 0.0% | 37 | +1,513 | 3.13% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 47,988 | 1,035 | 0.01% | 0.0% | 38 | -720 | -1.48% | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 46,586 | 1,005 | 0.0% | 0.0% | 39 | +4,238 | 10.01% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,803 | 966 | 0.0% | 0.0% | 40 | +736 | 1.67% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 42,271 | 912 | 0.01% | — | 41 | +42,271 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 42,145 | 909 | 0.0% | — | 42 | +42,145 | New | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 41,069 | 886 | 0.02% | 0.03% | 43 | -61,020 | -59.77% | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | Added to | 40,907 | 882 | 0.16% | 0.08% | 44 | +4,184 | 11.39% | Q4 2025 | Feb 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 39,828 | 859 | 0.0% | 0.0% | 45 | -7,543 | -15.92% | Q4 2025 | Feb 17, 2026 |
| Informed Momentum Co LLC | History | New | 38,441 | 829 | 0.09% | — | 46 | +38,441 | New | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,103 | 822 | 0.0% | 0.0% | 47 | -60,936 | -61.53% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 38,000 | 820 | 0.0% | 0.0% | 48 | -30,500 | -44.53% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,495 | 658 | 0.0% | 0.0% | 49 | +2,833 | 10.24% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,223 | 652 | 0.0% | 0.0% | 50 | -37,400 | -55.31% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 29,363 | 633 | 0.0% | 0.0% | 51 | +2,650 | 9.92% | Q4 2025 | Feb 19, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 29,200 | 630 | 0.0% | 0.0% | 52 | -11,100 | -27.54% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,235 | 609 | 0.0% | 0.0% | 53 | +10,209 | 56.63% | Q4 2025 | Feb 10, 2026 |
| STRS OHIO | History | Reduced | 26,100 | 563 | 0.0% | 0.0% | 54 | -9,000 | -25.64% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,229 | 544 | 0.0% | 0.0% | 55 | -5,339 | -17.47% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 25,000 | 539 | 0.05% | — | 57 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 25,000 | 539 | 0.9% | 0.18% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 23,525 | 507 | 0.01% | — | 58 | +23,525 | New | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 23,032 | 497 | 0.01% | 0.02% | 59 | -24,325 | -51.37% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,621 | 489 | 0.0% | 0.0% | 60 | +6,395 | 39.41% | Q4 2025 | Mar 20, 2026 |
| Amundi | History | New | 21,913 | 472 | 0.0% | — | 61 | +21,913 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,096 | 455 | 0.0% | 0.0% | 62 | -2,098 | -9.05% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 20,601 | 444 | 0.0% | 0.0% | 63 | +2,425 | 13.34% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 20,300 | 438 | 0.0% | — | 64 | +20,300 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,994 | 409 | 0.0% | 0.0% | 65 | +5,665 | 42.5% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 18,970 | 409 | 0.0% | 0.0% | 66 | +1,675 | 9.68% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 18,169 | 392 | 0.0% | 0.0% | 67 | +1,358 | 8.08% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | New | 18,055 | 389 | 0.0% | — | 68 | +18,055 | New | Q4 2025 | Feb 17, 2026 |
| EntryPoint Capital, LLC | History | Added to | 17,518 | 378 | 0.15% | 0.09% | 69 | +1,676 | 10.58% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 16,937 | 365 | 0.0% | — | 70 | +16,937 | New | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Reduced | 16,521 | 356 | 0.0% | 0.0% | 72 | -35,933 | -68.5% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,506 | 356 | 0.0% | 0.0% | 71 | +1,607 | 10.79% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 16,343 | 352 | 0.0% | 0.0% | 73 | +271 | 1.69% | Q4 2025 | Feb 12, 2026 |
| Jump Financial, LLC | History | New | 15,115 | 326 | 0.0% | — | 74 | +15,115 | New | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 14,951 | 322 | 0.01% | 0.0% | 75 | +2,971 | 24.8% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,747 | 318 | 0.0% | 0.0% | 76 | +2,162 | 17.18% | Q4 2025 | Feb 13, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 14,576 | 314 | 0.01% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Round Hill Asset Management | History | Reduced | 14,466 | 312 | 0.2% | 0.22% | 78 | -6,957 | -32.47% | Q4 2025 | Feb 12, 2026 |
| R Squared Ltd | History | Added to | 14,248 | 307 | 0.14% | 0.09% | 79 | +1,199 | 9.19% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Added to | 13,861 | 299 | 0.01% | 0.01% | 80 | +1,546 | 12.55% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 13,170 | 284 | 0.0% | 0.0% | 81 | +1,400 | 11.89% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | New | 12,958 | 279 | 0.01% | — | 82 | +12,958 | New | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Added to | 12,894 | 278 | 0.0% | 0.0% | 84 | +2,777 | 27.45% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 21,195 | 278 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heron Bay Capital Management | History | New | 12,733 | 274 | 0.05% | — | 85 | +12,733 | New | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 11,754 | 253 | 0.01% | 0.01% | 86 | -1,600 | -11.98% | Q4 2025 | Jan 07, 2026 |
| Cerity Partners LLC | History | Reduced | 11,673 | 251 | 0.0% | 0.0% | 88 | -6,297 | -35.04% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 11,677 | 251 | 0.0% | 0.0% | 87 | +1,238 | 11.86% | Q4 2025 | Feb 13, 2026 |
| Verdad Advisers, LP | History | New | 11,221 | 242 | 0.28% | — | 89 | +11,221 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,740 | 232 | 0.0% | — | 90 | +10,740 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 10,791 | 232 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,384 | 224 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 9,943 | 214 | 0.01% | 0.02% | 93 | -1,184 | -10.64% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,375 | 202 | 0.0% | — | 94 | +9,375 | New | Q4 2025 | Feb 17, 2026 |
| Williams & Novak, LLC | History | Reduced | 9,350 | 201 | 0.15% | 0.12% | 95 | -1,125 | -10.74% | Q4 2025 | Feb 05, 2026 |
| Kemnay Advisory Services Inc. | History | New | 9,298 | 200 | 0.03% | — | 96 | +9,298 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,670 | 165 | 0.0% | 0.0% | 97 | -416 | -5.14% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 5,590 | 121 | 0.0% | — | 98 | +5,590 | New | Q4 2025 | Jan 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5,490 | 118 | 0.01% | — | 99 | +5,490 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,211 | 112 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,395 | 94 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,297 | 71 | 0.0% | 0.0% | 103 | -12,309 | -78.87% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 3,299 | 71 | 0.0% | 0.0% | 102 | +516 | 18.54% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 2,034 | 43 | 0.0% | 0.0% | 104 | +485 | 31.31% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 43 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,935 | 41 | 0.0% | — | 106 | +1,923 | 16025.0% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Reduced | 1,851 | 40 | 0.0% | 0.0% | 107 | -224 | -10.8% | Q4 2025 | Jan 26, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,444 | 31 | 0.0% | — | 109 | +1,444 | New | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | Reduced | 1,458 | 31 | 0.0% | 0.0% | 108 | -178 | -10.88% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 1,069 | 23 | 0.0% | 0.0% | 110 | +665 | 164.6% | Q4 2025 | Jan 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,054 | 22 | 0.0% | 0.0% | 112 | -93 | -8.11% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,022 | 22 | 0.0% | 0.0% | 111 | +87 | 9.3% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,018 | 21 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Capital Management | History | No change | 1,000 | 21 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | No change | 821 | 17 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 740 | 15 | 0.0% | 0.0% | 116 | -163 | -18.05% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 516 | 11 | 0.0% | — | 117 | +516 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 502 | 11 | 0.0% | — | 119 | +502 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 522 | 11 | 0.0% | 0.0% | 118 | +109 | 26.39% | Q4 2025 | Feb 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 245 | 5 | 0.0% | 0.0% | 121 | -4 | -1.61% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | No change | 233 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Optiver Holding B.V. | History | No change | 244 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 221 | 4 | 0.0% | — | 123 | +207 | 1478.57% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 186 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 180 | 3 | 0.0% | 0.0% | 125 | -139 | -43.57% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 171 | 3 | 0.0% | 0.0% | 126 | -15 | -8.06% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 100 | 2 | 0.0% | — | 127 | +100 | New | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 85 | 1 | 0.0% | — | 130 | +85 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 63 | 1 | 0.0% | — | 131 | +63 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | New | 51 | 1 | 0.0% | — | 128 | +51 | New | Q4 2025 | Jan 30, 2026 |
| FEDERATED HERMES, INC. | History | No change | 48 | 1 | 0.0% | — | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -303,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Manatuck Hill Partners, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -102,796 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fosun International Ltd | History | Closed out | 0 | 0 | — | 0.28% | — | -47,758 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,996 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,519 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -8,397 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 6 | 0 | — | 0.0% | — | -1,571 | -99.62% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Rockefeller Capital Management L.P. | History | New | 40 | 0 | — | — | — | +40 | New | Q4 2025 | Mar 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q4 2025 | Feb 13, 2026 |
| Anfield Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parallel Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q4 2025 | Feb 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 8 | 0 | — | — | — | -9 | -52.94% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |