NATIONAL RESEARCH CORP - NRC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,657,828 | 49,887 | 0.13% | 0.09% | 1 | -92,730 | -3.37% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,005,323 | 18,869 | 0.0% | 0.0% | 2 | -59,792 | -5.61% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,003,709 | 18,839 | 0.0% | 0.0% | 3 | +146,074 | 17.03% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 831,379 | 15,604 | 0.0% | 0.0% | 4 | -90,025 | -9.77% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 494,504 | 9,281 | 0.0% | 0.0% | 5 | -19,345 | -3.76% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 383,511 | 7,199 | 0.0% | 0.0% | 6 | -20,886 | -5.16% | Q4 2025 | Feb 09, 2026 |
| QV Investors Inc. | History | No change | 381,310 | 7,157 | 0.59% | 0.42% | 7 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 351,084 | 6,589 | 0.01% | 0.01% | 8 | -24,000 | -6.4% | Q4 2025 | Feb 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 342,400 | 6,426 | 0.02% | 0.01% | 9 | +50,000 | 17.1% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 309,609 | 5,860 | 0.0% | 0.0% | 10 | -26,784 | -7.96% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 240,977 | 4,523 | 0.0% | 0.0% | 11 | +40,286 | 20.07% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 224,098 | 4,206 | 0.0% | 0.0% | 12 | -15,905 | -6.63% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 216,776 | 4,068 | 0.0% | 0.0% | 13 | -49,049 | -18.45% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | No change | 187,520 | 3,520 | 0.04% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Willis Investment Counsel | History | Added to | 183,226 | 3,439 | 0.18% | 0.13% | 15 | +2,920 | 1.62% | Q4 2025 | Jan 22, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 129,200 | 2,425 | 0.05% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 126,261 | 2,369 | 0.0% | 0.0% | 17 | -29,001 | -18.68% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 114,967 | 2,157 | 0.0% | 0.0% | 18 | +18,067 | 18.64% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 109,145 | 2,048 | 0.0% | 0.0% | 19 | -10,083 | -8.46% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 101,756 | 1,909 | 0.0% | 0.0% | 20 | +33,211 | 48.45% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 91,069 | 1,709 | 0.0% | 0.0% | 21 | +30,157 | 49.51% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 89,916 | 1,687 | 0.01% | 0.0% | 22 | -2,393 | -2.59% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 88,207 | 1,655 | 0.01% | 0.0% | 23 | +10,312 | 13.24% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 85,348 | 1,601 | 0.0% | 0.0% | 24 | -8,327 | -8.89% | Q4 2025 | Mar 25, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 66,870 | 1,255 | 0.0% | 0.0% | 25 | -9,400 | -12.32% | Q4 2025 | Feb 13, 2026 |
| HEARTLAND ADVISORS INC | History | New | 50,000 | 938 | 0.05% | — | 26 | +50,000 | New | Q4 2025 | Feb 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 49,076 | 921 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 47,110 | 884 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 45,102 | 846 | 0.0% | 0.0% | 29 | -28,413 | -38.65% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 41,960 | 787 | 0.0% | 0.0% | 30 | +2,790 | 7.12% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 41,862 | 785 | 0.0% | 0.0% | 31 | +898 | 2.19% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 41,800 | 784 | 0.01% | 0.01% | 32 | -198 | -0.47% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 41,700 | 782 | 0.0% | — | 33 | +41,700 | New | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | No change | 40,592 | 761 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 38,647 | 725 | 0.0% | 0.0% | 35 | -16,539 | -29.97% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,518 | 647 | 0.0% | 0.0% | 36 | -1,526 | -4.23% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 30,331 | 569 | 0.0% | 0.0% | 37 | -31,625 | -51.04% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 28,464 | 534 | 0.0% | 0.0% | 38 | -11,191 | -28.22% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | Reduced | 27,337 | 513 | 0.0% | 0.0% | 39 | -6,300 | -18.73% | Q4 2025 | Feb 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 27,167 | 509 | 0.05% | 0.04% | 40 | -557 | -2.01% | Q4 2025 | Jan 16, 2026 |
| BARCLAYS PLC | History | Added to | 24,704 | 463 | 0.0% | 0.0% | 41 | +412 | 1.7% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,171 | 434 | 0.0% | 0.0% | 42 | +996 | 4.49% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 22,236 | 417 | 0.0% | 0.0% | 43 | -2,875 | -11.45% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 21,598 | 405 | 0.0% | 0.0% | 44 | +2,799 | 14.89% | Q4 2025 | Feb 19, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 20,351 | 381 | 0.0% | 0.0% | 45 | -4,945 | -19.55% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 25,124 | 329 | 0.0% | 0.0% | 46 | +2,526 | 11.18% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,399 | 326 | 0.0% | 0.0% | 47 | -1,100 | -5.95% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,098 | 320 | 0.0% | — | 48 | +17,098 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 16,564 | 310 | 0.0% | — | 49 | +16,564 | New | Q4 2025 | Feb 13, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 16,424 | 308 | 0.01% | 0.0% | 50 | -4,277 | -20.66% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 15,871 | 297 | 0.0% | 0.0% | 51 | -4,812 | -23.27% | Q4 2025 | Feb 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | New | 15,656 | 296 | 0.14% | — | 52 | +15,656 | New | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | New | 14,598 | 274 | 0.05% | — | 53 | +14,598 | New | Q4 2025 | Feb 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 14,252 | 267 | 0.0% | 0.0% | 54 | -2,158 | -13.15% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 13,433 | 252 | 0.05% | — | 56 | +13,433 | New | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 13,453 | 252 | 0.0% | 0.0% | 55 | -5,194 | -27.85% | Q4 2025 | Jan 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 11,500 | 215 | 0.0% | — | 57 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,669 | 200 | 0.0% | 0.0% | 58 | -4,917 | -31.55% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 9,155 | 172 | 0.0% | 0.0% | 59 | -2,889 | -23.99% | Q4 2025 | Jan 26, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,980 | 131 | 0.0% | 0.0% | 60 | -4,650 | -39.98% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,048 | 113 | 0.0% | 0.0% | 61 | -458 | -7.04% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,514 | 103 | 0.0% | 0.0% | 62 | -388 | -6.57% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,369 | 82 | 0.0% | — | 64 | +4,369 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 4,421 | 82 | 0.0% | 0.0% | 63 | -1,400 | -24.05% | Q4 2025 | Feb 12, 2026 |
| Copeland Capital Management, LLC | History | New | 3,463 | 65 | 0.0% | — | 65 | +3,463 | New | Q4 2025 | Jan 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | New | 3,214 | 60 | 0.0% | — | 66 | +3,214 | New | Q4 2025 | Feb 13, 2026 |
| Aviso Financial Inc. | History | Added to | 3,123 | 58 | 0.0% | 0.0% | 67 | +73 | 2.39% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,010 | 56 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 2,884 | 54 | 0.0% | 0.01% | 69 | -4,086 | -58.62% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,625 | 49 | 0.0% | 0.0% | 70 | +129 | 5.17% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,583 | 48 | 0.0% | 0.0% | 71 | +1,962 | 315.94% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,208 | 41 | 0.0% | 0.0% | 72 | +211 | 10.57% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,956 | 36 | 0.0% | — | 73 | +1,956 | New | Q4 2025 | Feb 11, 2026 |
| Vestcor Inc | History | No change | 1,813 | 34 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,434 | 26 | 0.0% | 0.0% | 75 | +308 | 27.35% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 1,344 | 25 | 0.0% | 0.0% | 76 | -11,973 | -89.91% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,267 | 23 | 0.0% | 0.0% | 78 | +354 | 38.77% | Q4 2025 | Feb 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,272 | 23 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legal & General Group Plc | History | Reduced | 1,137 | 21 | 0.0% | 0.0% | 79 | -262 | -18.73% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,097 | 20 | 0.0% | 0.0% | 80 | -162 | -12.87% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | Added to | 1,072 | 20 | 0.01% | 0.01% | 81 | +36 | 3.47% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,014 | 19 | 0.0% | 0.0% | 82 | +300 | 42.02% | Q4 2025 | Jan 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 982 | 18 | 0.0% | 0.0% | 83 | -430 | -30.45% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 937 | 17 | 0.0% | 0.0% | 84 | -403 | -30.07% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 879 | 16 | 0.0% | 0.0% | 85 | -229 | -20.67% | Q4 2025 | Feb 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 732 | 13 | 0.0% | 0.0% | 86 | -379 | -34.11% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 651 | 12 | 0.0% | 0.0% | 87 | -358 | -35.48% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 600 | 11 | 0.0% | 0.0% | 88 | -149 | -19.89% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 564 | 10 | 0.0% | — | 89 | +564 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 436 | 8 | 0.0% | 0.0% | 90 | -144 | -24.83% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 376 | 7 | 0.0% | 0.0% | 92 | +145 | 62.77% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 373 | 7 | 0.0% | 0.0% | 91 | -109 | -22.61% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 368 | 6 | 0.0% | — | 93 | +368 | New | Q4 2025 | Feb 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 306 | 5 | 0.0% | 0.0% | 95 | -10,744 | -97.23% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 305 | 5 | 0.0% | 0.0% | 94 | -2,335 | -88.45% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | No change | 224 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 186 | 3 | 0.0% | 0.0% | 98 | -1,657 | -89.91% | Q4 2025 | Jan 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 184 | 3 | 0.0% | 0.0% | 97 | -186 | -50.27% | Q4 2025 | Jan 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 139 | 2 | 0.0% | 0.0% | 99 | -598 | -81.14% | Q4 2025 | Jan 15, 2026 |
| Avion Wealth | History | Reduced | 113 | 2 | 0.0% | 0.0% | 100 | -44 | -28.03% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | Reduced | 79 | 1 | 0.0% | 0.0% | 105 | -9,327 | -99.16% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 70 | 1 | 0.0% | 0.0% | 104 | -700 | -90.91% | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | New | 80 | 1 | 0.0% | — | 108 | +80 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 55 | 1 | 0.0% | 0.0% | 107 | -67 | -54.92% | Q4 2025 | Jan 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 82 | 1 | 0.0% | — | 103 | +51 | 164.52% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 63 | 1 | 0.0% | — | 101 | +10 | 18.87% | Q4 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Penn Mutual Asset Management | History | Closed out | 0 | 0 | — | 0.63% | — | -25,281 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20,798 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,109 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Closed out | 0 | 0 | — | 0.0% | — | -16,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,268 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,259 | -100.0% | Q3 2025 | Nov 14, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,724 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.03% | — | -4,561 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Nov 18, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -96 | -96.97% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 05, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 12 | 0 | — | — | — | -6 | -33.33% | Q4 2025 | Feb 20, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 47 | 0 | — | — | — | +5 | 11.9% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |