Oil-Dri Corp of America - ODC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 782,450 | 50,929 | 0.5% | 0.37% | 1 | -6,800 | -0.86% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 725,527 | 47,224 | 0.0% | 0.0% | 2 | -7,936 | -1.08% | Q1 2026 | May 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 677,500 | 44,098 | 2.25% | 1.96% | 3 | +42,500 | 6.69% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 752,998 | 36,851 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 461,334 | 30,027 | 0.01% | 0.01% | 5 | -56,769 | -10.96% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 456,512 | 29,714 | 0.02% | 0.01% | 6 | +37,606 | 8.98% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 443,544 | 28,870 | 0.0% | — | 7 | +443,544 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 422,392 | 27,493 | 0.04% | 0.03% | 8 | -30,300 | -6.69% | Q1 2026 | May 14, 2026 |
| AltraVue Capital, LLC | History | New | 333,070 | 21,679 | 1.87% | — | 9 | +333,070 | New | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 87,516 | 16,981 | 0.08% | — | 10 | +87,516 | New | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 243,555 | 15,855 | 0.0% | 0.0% | 11 | -29,928 | -10.94% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 237,025 | 15,427 | 0.0% | — | 12 | +237,025 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 227,216 | 14,789 | 0.0% | 0.0% | 13 | +3,611 | 1.61% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 162,900 | 10,603 | 0.07% | 0.05% | 14 | -500 | -0.31% | Q1 2026 | May 14, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 130,691 | 8,506 | 0.05% | 0.04% | 15 | -10,487 | -7.43% | Q1 2026 | May 07, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 113,314 | 7,375 | 0.07% | 0.06% | 16 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 103,883 | 6,761 | 0.0% | 0.0% | 17 | +3,117 | 3.09% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 100,429 | 6,536 | 0.01% | 0.01% | 18 | +8,815 | 9.62% | Q1 2026 | May 15, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 100,186 | 6,521 | 1.64% | 1.28% | 19 | -1,399 | -1.38% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,119 | 5,996 | 0.0% | 0.0% | 20 | -6,187 | -6.29% | Q1 2026 | May 05, 2026 |
| Cardinal Capital Management | History | Added to | 88,076 | 5,732 | 0.74% | 0.57% | 21 | +126 | 0.14% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 85,264 | 5,549 | 0.01% | 0.01% | 22 | +12,462 | 17.12% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 83,790 | 5,453 | 0.0% | 0.0% | 23 | -2,748 | -3.18% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 80,808 | 5,259 | 0.0% | 0.0% | 24 | +5,372 | 7.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 79,527 | 5,176 | 0.0% | 0.0% | 25 | -12,702 | -13.77% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 71,084 | 4,626 | 0.0% | — | 26 | +71,084 | New | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | New | 70,512 | 4,589 | 0.42% | — | 27 | +70,512 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 67,804 | 4,413 | 0.01% | 0.0% | 28 | +63,722 | 1561.05% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 60,033 | 3,868 | 0.0% | 0.0% | 29 | +11,239 | 23.03% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 58,232 | 3,790 | 0.0% | 0.0% | 30 | -13,819 | -19.18% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 48,383 | 3,149 | 0.01% | 0.01% | 31 | -14,269 | -22.78% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 46,400 | 3,020 | 0.18% | 0.14% | 32 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 44,774 | 2,914 | 0.0% | 0.0% | 33 | +916 | 2.09% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 38,727 | 2,520 | 0.0% | 0.0% | 34 | -16,761 | -30.21% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 37,478 | 2,439 | 0.0% | 0.0% | 35 | -8,272 | -18.08% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Reduced | 35,970 | 2,341 | 0.0% | 0.0% | 36 | -1,587 | -4.23% | Q1 2026 | Apr 30, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 33,865 | 2,204 | 1.41% | 1.1% | 37 | -400 | -1.17% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 32,906 | 2,141 | 0.0% | 0.0% | 38 | +101 | 0.31% | Q1 2026 | May 13, 2026 |
| PDT Partners, LLC | History | Added to | 32,805 | 2,135 | 0.13% | 0.03% | 39 | +22,312 | 212.64% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 29,789 | 1,938 | 0.0% | 0.0% | 40 | +4,310 | 16.92% | Q1 2026 | May 05, 2026 |
| Barnett & Company, Inc. | History | Added to | 26,850 | 1,747 | 1.36% | 0.49% | 41 | +14,450 | 116.53% | Q1 2026 | Apr 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 26,623 | 1,732 | 0.0% | 0.0% | 42 | -4,807 | -15.29% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 27,900 | 1,365 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 20,916 | 1,361 | 0.0% | 0.0% | 44 | +1,500 | 7.73% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 20,879 | 1,359 | 0.03% | 0.02% | 45 | -1,889 | -8.3% | Q1 2026 | Apr 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 20,670 | 1,345 | 0.01% | — | 46 | +20,670 | New | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 18,100 | 1,178 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 17,930 | 1,167 | 0.0% | — | 48 | +17,930 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,365 | 1,065 | 0.0% | 0.0% | 49 | -48 | -0.29% | Q1 2026 | Apr 22, 2026 |
| Trexquant Investment LP | History | Reduced | 15,201 | 989 | 0.01% | 0.01% | 50 | -12,071 | -44.26% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 15,035 | 978 | 0.0% | 0.0% | 51 | -45 | -0.3% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,666 | 954 | 0.0% | 0.0% | 52 | -6,087 | -29.33% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,386 | 936 | 0.0% | 0.0% | 53 | -34,612 | -70.64% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,223 | 925 | 0.0% | 0.0% | 54 | +2,445 | 20.76% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 13,282 | 864 | 0.0% | — | 55 | +13,282 | New | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 12,680 | 825 | 0.01% | 0.01% | 56 | -350 | -2.69% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,569 | 818 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,562 | 817 | 0.0% | 0.0% | 58 | +85 | 0.68% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 11,110 | 723 | 0.02% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 10,200 | 663 | 0.47% | 0.42% | 60 | -2,300 | -18.4% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 9,525 | 619 | 0.0% | 0.0% | 61 | -905 | -8.68% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,944 | 582 | 0.0% | 0.0% | 62 | +1,259 | 16.38% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,929 | 581 | 0.0% | 0.0% | 63 | +101 | 1.14% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 8,887 | 578 | 0.0% | 0.0% | 64 | -14,369 | -61.79% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 8,716 | 567 | 0.06% | 0.05% | 65 | +4 | 0.05% | Q1 2026 | Apr 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 8,656 | 563 | 0.0% | 0.0% | 66 | -74 | -0.85% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,643 | 562 | 0.0% | 0.0% | 67 | +3,628 | 72.34% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,580 | 558 | 0.01% | 0.0% | 68 | +2,960 | 52.67% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,218 | 534 | 0.0% | 0.0% | 69 | +1,085 | 15.21% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | New | 8,150 | 530 | 0.0% | — | 70 | +8,150 | New | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 8,015 | 521 | 0.0% | 0.0% | 71 | +1,939 | 31.91% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 8,000 | 520 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,604 | 495 | 0.0% | 0.0% | 73 | +1,692 | 28.62% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,404 | 481 | 0.0% | 0.0% | 74 | +156 | 2.15% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 6,983 | 454 | 0.0% | 0.0% | 75 | -1,716 | -19.73% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,671 | 434 | 0.0% | 0.0% | 76 | -761 | -10.24% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 6,380 | 415 | 0.01% | 0.0% | 77 | +691 | 12.15% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,214 | 404 | 0.0% | 0.0% | 78 | -25 | -0.4% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,096 | 396 | 0.0% | — | 79 | +6,096 | New | Q1 2026 | May 08, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 6,057 | 394 | 0.02% | 0.01% | 80 | +1,329 | 28.11% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 8,040 | 393 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 5,938 | 386 | 0.0% | — | 82 | +5,938 | New | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,666 | 368 | 0.01% | 0.01% | 83 | -243 | -4.11% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,621 | 365 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,486 | 357 | 0.0% | 0.0% | 85 | +6 | 0.11% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,096 | 331 | 0.0% | 0.0% | 87 | -3,627 | -41.58% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,100 | 331 | 0.0% | 0.0% | 86 | -720 | -12.37% | Q1 2026 | May 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,728 | 307 | 0.0% | 0.0% | 88 | +102 | 2.2% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 3,986 | 259 | 0.01% | — | 90 | +3,986 | New | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 3,979 | 259 | 0.0% | — | 89 | +3,979 | New | Q1 2026 | May 15, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | New | 3,684 | 257 | 0.08% | — | 91 | +3,684 | New | Q1 2026 | Apr 17, 2026 |
| Quantbot Technologies LP | History | New | 3,916 | 254 | 0.01% | — | 92 | +3,916 | New | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,859 | 251 | 0.0% | 0.0% | 93 | -8,032 | -67.55% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,864 | 251 | 0.0% | — | 94 | +3,864 | New | Q1 2026 | May 15, 2026 |
| Sterling Investment Counsel, LLC | History | New | 3,854 | 250 | 0.07% | — | 95 | +3,854 | New | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | New | 3,663 | 238 | 0.0% | — | 97 | +3,663 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,663 | 238 | 0.01% | 0.01% | 96 | -2,020 | -35.54% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,599 | 234 | 0.0% | 0.0% | 98 | +325 | 9.93% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 3,274 | 213 | 0.0% | 0.01% | 99 | -886 | -21.3% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 3,264 | 212 | 0.0% | — | 100 | +3,264 | New | Q1 2026 | May 01, 2026 |
| Aquatic Capital Management LLC | History | New | 3,089 | 201 | 0.01% | — | 101 | +3,089 | New | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,738 | 178 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,700 | 176 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 2,700 | 175 | 0.08% | 0.06% | 104 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,579 | 168 | 0.0% | 0.0% | 105 | -444 | -14.69% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,474 | 161 | 0.0% | 0.0% | 106 | +220 | 9.76% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,150 | 139 | 0.0% | — | 107 | +2,150 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,900 | 123 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,879 | 121 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,585 | 104 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,338 | 87 | 0.0% | 0.0% | 111 | -38 | -2.76% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,308 | 85 | 0.01% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,177 | 76 | 0.0% | 0.0% | 113 | +82 | 7.49% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 1,525 | 74 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Wyoming | History | Reduced | 1,032 | 67 | 0.01% | 0.02% | 115 | -2,552 | -71.21% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,018 | 66 | 0.0% | 0.0% | 116 | +412 | 67.99% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 929 | 60 | 0.0% | 0.0% | 117 | -1,633 | -63.74% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 891 | 58 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 825 | 53 | 0.0% | — | 120 | +825 | New | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 829 | 53 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 767 | 49 | 0.0% | 0.0% | 121 | -26 | -3.28% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 650 | 42 | 0.0% | — | 122 | +650 | New | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | No change | 604 | 39 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 461 | 30 | 0.0% | — | 124 | +459 | 22950.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 600 | 29 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | No change | 288 | 18 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Reduced | 190 | 12 | 0.0% | 0.0% | 127 | -5 | -2.56% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 119 | 7 | 0.0% | 0.0% | 128 | -53 | -30.81% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 104 | 5 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 34 | 2 | 0.0% | — | 134 | +30 | 750.0% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 20 | 1 | 0.0% | — | 143 | +20 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 25 | 1 | 0.0% | — | 137 | +15 | 150.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20 | 1 | 0.0% | — | 136 | +9 | 81.82% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 21 | 1 | 0.0% | — | 138 | +2 | 10.53% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17 | 1 | 0.0% | — | 140 | +2 | 13.33% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 14 | 1 | 0.0% | 0.0% | 141 | -2 | -12.5% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 16 | 1 | 0.0% | — | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -21,404 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -9,593 | -100.0% | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,012 | -100.0% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,037 | -100.0% | Q1 2026 | May 08, 2026 |
| Soviero Asset Management, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -7,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,540 | -100.0% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,438 | -100.0% | Q1 2026 | May 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,190 | -100.0% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,995 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,567 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,484 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,287 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |