NATIONAL PRESTO INDUSTRIES INC - NPK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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
BlackRock, Inc. History Added to 915,186 125,435 0.0% 0.0% 1 +46,689 5.38% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 394,560 54,078 0.0% 0.0% 2 +46,305 13.3% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 314,283 43,075 0.01% 0.01% 3 -5,841 -1.82% Q1 2026 May 07, 2026
VANGUARD GROUP INC History No change 370,551 39,560 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 213,869 29,312 0.0% 5 +213,869 New Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 148,300 20,325 0.03% 0.03% 6 -14,500 -8.91% Q1 2026 May 14, 2026
ADVISORY RESEARCH INC History New 147,634 20,234 2.49% 7 +147,634 New Q1 2026 May 14, 2026
Medina Value Partners, LLC History Reduced 138,696 19,009 3.98% 5.29% 8 -73,550 -34.65% Q1 2026 May 14, 2026
J. Goldman & Co LP History Added to 127,601 17,488 0.51% 0.3% 9 +21,682 20.47% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 127,255 17,446 0.0% 0.0% 10 -10,497 -7.62% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 97,113 13,310 0.0% 11 +97,113 New Q1 2026 May 08, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 88,430 12,120 0.12% 0.1% 12 -7,389 -7.71% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 75,355 10,328 0.01% 0.01% 13 +21,617 40.23% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 69,881 9,578 0.0% 0.0% 14 +1,888 2.78% Q1 2026 May 15, 2026
EVR Research LP History Reduced 65,000 8,908 3.56% 4.32% 15 -10,000 -13.33% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 59,948 8,216 0.0% 0.0% 16 -1,979 -3.2% Q1 2026 May 05, 2026
Invesco Ltd. History Reduced 59,749 8,189 0.0% 0.0% 17 -19,059 -24.18% Q1 2026 May 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 57,774 7,918 0.17% 0.13% 18 +1,108 1.96% Q1 2026 May 13, 2026
STEEL PARTNERS HOLDINGS L.P. History No change 56,469 7,739 8.03% 4.82% 19 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 55,986 7,417 0.0% 0.0% 20 +33,430 148.21% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 50,235 6,885 0.0% 0.0% 21 +675 1.36% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 48,141 6,598 0.0% 0.0% 22 +2,249 4.9% Q1 2026 May 14, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 40,208 5,510 0.04% 0.06% 23 -30,261 -42.94% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 38,281 5,246 0.0% 0.0% 24 -16,460 -30.07% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 34,679 4,753 0.0% 25 +34,679 New Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Added to 32,169 4,409 0.0% 0.0% 26 +2,121 7.06% Q1 2026 May 13, 2026
MARTIN & CO INC /TN/ History Added to 29,142 3,994 0.68% 0.53% 27 +396 1.38% Q1 2026 May 13, 2026
Atom Investors LP History Added to 28,508 3,907 0.28% 0.12% 28 +13,897 95.11% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 25,716 3,524 0.0% 0.0% 29 +497 1.97% Q1 2026 May 04, 2026
GABELLI FUNDS LLC History Reduced 25,452 3,488 0.02% 0.02% 30 -300 -1.16% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History New 25,254 3,461 0.0% 32 +25,254 New Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 25,256 3,461 0.0% 0.0% 31 -16,898 -40.09% Q1 2026 May 15, 2026
Guardian Wealth Management, Inc. History Reduced 24,721 3,388 1.85% 1.62% 33 -1,049 -4.07% Q1 2026 May 08, 2026
Tidal Investments LLC History New 25,230 3,342 0.01% 34 +25,230 New Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 19,159 2,625 0.0% 0.0% 35 -5,430 -22.08% Q1 2026 May 15, 2026
Uncommon Cents Investing LLC History No change 19,010 2,605 0.6% 0.49% 36 0 0.0% Q1 2026 Apr 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 18,928 2,594 0.01% 0.01% 37 +643 3.52% Q1 2026 May 13, 2026
UBS Group AG History Added to 15,717 2,154 0.0% 0.0% 38 +266 1.72% Q1 2026 May 05, 2026
Pullen Investment Management, LLC History Added to 15,230 2,087 1.05% 0.84% 39 +203 1.35% Q1 2026 Apr 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 14,244 1,952 0.0% 0.0% 40 -151 -1.05% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 13,191 1,807 0.0% 0.0% 41 +188 1.45% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 11,695 1,602 0.0% 0.0% 42 -1,424 -10.85% Q1 2026 May 08, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 11,009 1,508 0.02% 0.02% 43 -83 -0.75% Q1 2026 May 22, 2026
Nuveen, LLC History Reduced 10,857 1,488 0.0% 0.0% 44 -535 -4.7% Q1 2026 Apr 30, 2026
CITADEL ADVISORS LLC History Reduced 10,714 1,468 0.0% 0.0% 45 -16,311 -60.36% Q1 2026 May 15, 2026
Swiss National Bank History No change 10,600 1,452 0.0% 0.0% 46 0 0.0% Q1 2026 May 07, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 10,206 1,398 0.04% 0.02% 47 +1,160 12.82% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 9,863 1,351 0.0% 0.0% 48 +740 8.11% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 9,320 1,277 0.0% 0.0% 49 +665 7.68% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 8,934 1,224 0.0% 0.0% 50 -9,736 -52.15% Q1 2026 May 15, 2026
Claret Asset Management Corp History Reduced 8,200 1,124 0.13% 0.1% 51 -30 -0.36% Q1 2026 May 11, 2026
Aristides Capital LLC History Added to 8,029 1,100 0.24% 0.06% 52 +5,001 165.16% Q1 2026 May 14, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 8,022 1,099 0.16% 0.13% 53 0 0.0% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 7,385 1,012 0.0% 0.0% 54 -169 -2.24% Q1 2026 Apr 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 7,227 990 0.0% 0.0% 55 +2,327 47.49% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 6,401 878 0.0% 0.0% 56 +875 15.83% Q1 2026 May 15, 2026
XTX Topco Ltd History New 6,307 864 0.02% 57 +6,307 New Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 6,081 833 0.01% 0.01% 58 +838 15.98% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 6,069 831 0.0% 0.0% 59 -1,828 -23.15% Q1 2026 May 15, 2026
CWM, LLC History Reduced 5,830 799 0.0% 0.0% 60 -1,140 -16.36% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 5,645 773 0.0% 0.0% 61 +520 10.15% Q1 2026 May 13, 2026
Creative Planning History Added to 5,591 766 0.0% 0.0% 62 +3,312 145.33% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Added to 5,037 694 0.0% 0.0% 63 +3 0.06% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 4,991 684 0.0% 0.0% 64 +2,321 86.93% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 4,908 672 0.0% 0.0% 65 -1,325 -21.26% Q1 2026 May 15, 2026
Mariner, LLC History Added to 4,894 670 0.0% 0.0% 66 +97 2.02% Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,865 666 0.0% 0.0% 67 -39 -0.8% Q1 2026 May 15, 2026
Horizon Investments, LLC History New 4,822 660 0.01% 68 +4,822 New Q1 2026 May 14, 2026
Aquatic Capital Management LLC History Added to 4,595 629 0.02% 0.0% 69 +4,035 720.54% Q1 2026 May 15, 2026
Trexquant Investment LP History Added to 4,246 581 0.0% 0.0% 70 +2,116 99.34% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 4,147 568 0.0% 0.0% 71 +800 23.9% Q1 2026 May 06, 2026
Quadrature Capital Ltd History New 3,959 542 0.01% 72 +3,959 New Q1 2026 May 15, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 3,825 524 0.1% 0.08% 73 0 0.0% Q1 2026 Apr 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,892 522 0.0% 0.0% 74 0 0.0% Q1 2026 May 15, 2026
Meixler Investment Management, Ltd. History Added to 3,432 486 0.26% 0.19% 75 +501 17.09% Q1 2026 May 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 3,545 485 0.0% 76 +3,545 New Q1 2026 May 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 3,533 484 0.0% 0.0% 77 -104 -2.86% Q1 2026 May 01, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 3,507 480 0.01% 0.01% 78 +7 0.2% Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 3,485 477 0.0% 0.0% 79 -1,243 -26.29% Q1 2026 May 06, 2026
SYON CAPITAL LLC History Reduced 3,316 454 0.02% 0.02% 80 -77 -2.27% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 3,307 453 0.0% 0.0% 81 -531 -13.84% Q1 2026 May 12, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 3,067 420 0.01% 0.02% 82 -3,439 -52.86% Q1 2026 Apr 27, 2026
GC Wealth Management RIA, LLC History Reduced 3,033 415 0.02% 0.01% 84 -450 -12.92% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History No change 3,035 415 0.0% 0.0% 83 0 0.0% Q1 2026 Apr 20, 2026
STIFEL FINANCIAL CORP History No change 3,004 411 0.0% 0.0% 85 0 0.0% Q1 2026 May 12, 2026
CITIGROUP INC History Reduced 2,991 409 0.0% 0.0% 86 -2,799 -48.34% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 3,823 408 0.01% 0.01% 87 0 0.0% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 2,900 397 0.0% 0.0% 88 -36 -1.23% Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History New 2,783 381 0.06% 89 +2,783 New Q1 2026 May 15, 2026
Jump Financial, LLC History Reduced 2,777 380 0.01% 0.02% 90 -10,827 -79.59% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History New 2,768 379 0.0% 91 +2,768 New Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 2,739 375 0.0% 92 +2,739 New Q1 2026 May 15, 2026
Fortis Group Advisors, LLC History No change 2,529 353 0.06% 0.05% 93 0 0.0% Q1 2026 May 08, 2026
Illinois Municipal Retirement Fund History Reduced 2,566 351 0.0% 0.0% 94 -32 -1.23% Q1 2026 May 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,551 349 0.0% 0.0% 95 0 0.0% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 2,400 328 0.0% 0.0% 96 0 0.0% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 2,344 321 0.0% 0.0% 97 -100 -4.09% Q1 2026 May 06, 2026
JANUS HENDERSON GROUP PLC History No change 2,329 320 0.0% 0.0% 98 0 0.0% Q1 2026 May 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 2,330 319 0.0% 0.0% 99 -3,903 -62.62% Q1 2026 May 11, 2026
Louisiana State Employees Retirement System History Reduced 2,300 315 0.01% 0.0% 100 -100 -4.17% Q1 2026 Apr 20, 2026
Vanguard Global Advisers, LLC History New 2,183 299 0.0% 101 +2,183 New Q1 2026 May 08, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 2,000 274 0.0% 102 +2,000 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 1,880 257 0.0% 0.0% 103 -6,888 -78.56% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History New 1,769 242 0.0% 104 +1,769 New Q1 2026 May 05, 2026
Atria Investments, Inc History Reduced 1,654 226 0.0% 0.0% 105 -277 -14.34% Q1 2026 May 05, 2026
GSA CAPITAL PARTNERS LLP History New 1,606 220 0.01% 106 +1,606 New Q1 2026 May 08, 2026
INCEPTIONR LLC History New 1,573 215 0.05% 107 +1,573 New Q1 2026 May 14, 2026
AMALGAMATED BANK History Reduced 1,521 208 0.0% 0.0% 108 -34 -2.19% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 1,496 205 0.0% 109 +1,496 New Q1 2026 May 08, 2026
Arizona State Retirement System History New 1,469 201 0.0% 110 +1,469 New Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,434 196 0.0% 0.0% 111 0 0.0% Q1 2026 Apr 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 1,319 181 0.0% 0.0% 112 0 0.0% Q1 2026 May 04, 2026
FIFTH THIRD BANCORP History Added to 1,216 166 0.0% 0.0% 113 +1,205 10954.55% Q1 2026 May 01, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 1,204 165 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 1,163 159 0.0% 0.0% 115 0 0.0% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History No change 1,143 156 0.0% 0.0% 116 0 0.0% Q1 2026 May 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,003 137 0.0% 0.0% 118 -1 -0.1% Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History No change 1,000 137 0.0% 0.0% 117 0 0.0% Q1 2026 Apr 30, 2026
Central Pacific Bank - Trust Division History No change 1,000 137 0.02% 0.01% 119 0 0.0% Q1 2026 Apr 07, 2026
US BANCORP \DE\ History Added to 998 136 0.0% 0.0% 120 +12 1.22% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 988 135 0.0% 0.0% 121 -6,179 -86.21% Q1 2026 Apr 16, 2026
COMERICA BANK History No change 1,229 131 0.0% 0.0% 122 0 0.0% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 944 129 0.0% 0.0% 123 +42 4.66% Q1 2026 May 08, 2026
AlphaQuest LLC History No change 1,144 122 0.01% 0.01% 124 0 0.0% Q4 2025 Feb 09, 2026
FMR LLC History Added to 870 119 0.0% 0.0% 125 +117 15.54% Q1 2026 May 15, 2026
NFSG Corp History No change 800 109 0.02% 0.01% 126 0 0.0% Q1 2026 May 05, 2026
Parallel Advisors, LLC History No change 617 84 0.0% 0.0% 127 0 0.0% Q1 2026 Jun 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 601 82 0.0% 0.0% 128 +7 1.18% Q1 2026 Apr 30, 2026
Ameritas Investment Partners, Inc. History No change 435 59 0.0% 0.0% 129 0 0.0% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 500 53 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 380 52 0.0% 0.0% 131 +116 43.94% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 371 50 0.0% 0.0% 135 +107 40.53% Q1 2026 Apr 06, 2026
EverSource Wealth Advisors, LLC History Reduced 366 50 0.0% 0.0% 133 -9 -2.4% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 366 50 0.0% 0.0% 132 0 0.0% Q1 2026 May 13, 2026
Operose Advisors LLC History No change 366 50 0.01% 0.01% 134 0 0.0% Q1 2026 May 12, 2026
KBC Group NV History New 322 44 0.0% 136 +322 New Q1 2026 May 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 300 42 0.0% 0.0% 137 0 0.0% Q1 2026 May 01, 2026
Solstein Capital, LLC History No change 290 39 0.02% 0.01% 138 0 0.0% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 274 37 0.0% 0.0% 139 +22 8.73% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 265 36 0.0% 0.0% 140 -595 -69.19% Q1 2026 May 15, 2026
Larson Financial Group LLC History No change 256 35 0.0% 0.0% 141 0 0.0% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 219 30 0.0% 0.0% 142 -53 -19.49% Q1 2026 May 15, 2026
AMERIFLEX GROUP, INC. History New 200 27 0.01% 144 +200 New Q1 2026 May 15, 2026
Caldwell Trust Co History No change 200 27 0.0% 0.0% 143 0 0.0% Q1 2026 Apr 22, 2026
Sterling Capital Management LLC History Reduced 174 23 0.0% 0.0% 145 -129 -42.57% Q1 2026 Apr 22, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 153 20 0.0% 0.0% 147 +4 2.68% Q1 2026 May 11, 2026
JNBA Financial Advisors History No change 150 20 0.0% 0.0% 146 0 0.0% Q1 2026 Apr 22, 2026
SIGNATUREFD, LLC History No change 119 16 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 07, 2026
Destiny Wealth Partners, LLC History New 114 15 0.0% 149 +114 New Q1 2026 May 11, 2026
State of Wyoming History Reduced 105 14 0.0% 0.0% 152 -55 -34.38% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 104 14 0.0% 0.0% 150 +50 92.59% Q1 2026 May 01, 2026
Salomon & Ludwin, LLC History No change 101 14 0.0% 0.0% 151 0 0.0% Q1 2026 May 11, 2026
HARBOUR INVESTMENTS, INC. History New 100 13 0.0% 155 +100 New Q1 2026 May 15, 2026
GILL CAPITAL PARTNERS, LLC History New 97 13 0.0% 154 +97 New Q1 2026 Apr 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 97 13 0.0% 0.0% 153 -65 -40.12% Q1 2026 Apr 13, 2026
Smartleaf Asset Management LLC History Reduced 95 12 0.0% 0.0% 156 -7 -6.86% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 87 11 0.0% 0.02% 158 -615 -87.61% Q1 2026 May 11, 2026
FIRST HORIZON CORP History No change 85 11 0.0% 0.0% 157 0 0.0% Q1 2026 Apr 30, 2026
Godfrey Financial Associates, Inc. History No change 87 11 0.01% 0.01% 159 0 0.0% Q1 2026 May 11, 2026
Ares Financial Consulting, LLC History New 71 10 0.01% 160 +71 New Q1 2026 Apr 02, 2026
JONES FINANCIAL COMPANIES LLLP History No change 70 9 0.0% 0.0% 161 0 0.0% Q1 2026 May 15, 2026
Optiver Holding B.V. History New 62 8 0.0% 163 +62 New Q1 2026 Jun 02, 2026
Federation des caisses Desjardins du Quebec History No change 60 8 0.0% 0.0% 162 0 0.0% Q1 2026 May 13, 2026
UMB Bank, n.a. History Added to 39 5 0.0% 0.0% 164 +1 2.63% Q1 2026 May 11, 2026
Quantbot Technologies LP History New 22 3 0.0% 166 +22 New Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 26 3 0.0% 0.0% 165 +1 4.0% Q1 2026 Apr 27, 2026
Root Financial Partners, LLC History New 16 2 0.0% 170 +16 New Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History No change 18 2 0.0% 0.0% 167 0 0.0% Q1 2026 May 06, 2026
Sound Income Strategies, LLC History No change 17 2 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 27, 2026
Versant Capital Management, Inc History No change 15 2 0.0% 0.0% 169 0 0.0% Q1 2026 Apr 06, 2026
ASSETMARK, INC History No change 9 1 0.0% 171 0 0.0% Q1 2026 May 06, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -30,530 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.02% -9,577 -100.0% Q1 2026 May 14, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.01% -8,068 -100.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -3,944 -100.0% Q1 2026 Apr 30, 2026
Diametric Capital, LP History Closed out 0 0 0.1% -3,490 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -2,531 -100.0% Q1 2026 May 15, 2026
Pekin Hardy Strauss, Inc. History Closed out 0 0 0.02% -2,485 -100.0% Q1 2026 May 06, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -1,957 -100.0% Q1 2026 May 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.01% -1,875 -100.0% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -1,874 -100.0% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -250 -100.0% Q1 2026 Apr 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -112 -100.0% Q1 2026 Apr 28, 2026
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 2 0 -3 -60.0% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 3 0 +2 200.0% Q1 2026 Apr 07, 2026
MAI Capital Management History New 2 0 +2 New Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
Investors Portfolio Services LLC History New 2 0 +2 New Q1 2026 May 14, 2026
Covestor Ltd History Closed out 0 0 -2 -100.0% Q1 2026 May 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 2 0 +1 100.0% Q1 2026 Apr 21, 2026
Allworth Financial LP History New 1 0 +1 New Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3 0 0 0.0% Q1 2026 Apr 23, 2026
North Star Investment Management Corp. History No change 5 0 0 0.0% Q1 2026 Apr 23, 2026
Parkside Financial Bank & Trust History No change 7 0 0 0.0% Q1 2026 May 13, 2026
Private Wealth Management Group, LLC History No change 5 0 0 0.0% Q1 2026 Apr 23, 2026
Ankerstar Wealth, LLC History No change 1 0 0 0.0% Q1 2026 May 13, 2026
Essential Partners LLC History No change 6 0 0 0.0% Q1 2026 May 21, 2026