OXFORD INDUSTRIES INC - OXM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 1,498,971 | 52,269 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,178,604 | 41,097 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 736,899 | 25,695 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 709,138 | 24,727 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 612,495 | 23,587 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 627,441 | 21,878 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 457,172 | 15,941 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 419,417 | 14,625 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 412,539 | 14,385 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 390,480 | 13,616 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 547,685 | 13,386 | 0.0% | 0.0% | 11 | -90,344 | -14.16% | Q3 2026 | Nov 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 372,842 | 13,001 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 365,685 | 12,754 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 348,777 | 12,161 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RBO & CO LLC | History | No change | 337,715 | 11,776 | 1.87% | 1.87% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 336,767 | 11,679 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 329,615 | 11,493 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 321,386 | 11,206 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 271,505 | 9,468 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 244,230 | 8,516 | 0.38% | 0.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 237,320 | 8,275 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNEST PARTNERS LLC | History | No change | 226,739 | 7,906 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 226,332 | 7,892 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 225,746 | 7,871 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 172,486 | 6,014 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 169,842 | 5,922 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 163,467 | 5,700 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Divisar Capital Management LLC | History | No change | 154,388 | 5,383 | 1.24% | 1.24% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 143,240 | 4,994 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 128,312 | 4,474 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 124,693 | 4,348 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 122,447 | 4,269 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 121,071 | 4,221 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 108,195 | 3,772 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 144,077 | 3,521 | 0.04% | 0.07% | 35 | -45,637 | -24.06% | Q3 2026 | Oct 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 100,555 | 3,506 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dupree Financial Group, LLC | History | Added to | 139,719 | 3,414 | 1.23% | 1.77% | 37 | +4,292 | 3.17% | Q3 2026 | Oct 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 97,904 | 3,413 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 138,349 | 3,381 | 0.0% | 0.01% | 39 | -294 | -0.21% | Q3 2026 | Oct 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 96,505 | 3,365 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 94,910 | 3,309 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 88,655 | 3,091 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 87,195 | 3,040 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 83,056 | 2,896 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 80,045 | 2,791 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 72,916 | 2,542 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 69,035 | 2,431 | 0.17% | 0.17% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 69,137 | 2,410 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 68,569 | 2,391 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 66,645 | 2,323 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 57,775 | 2,014 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 55,920 | 1,949 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 55,787 | 1,945 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 52,300 | 1,824 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 50,219 | 1,751 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jain Global LLC | History | No change | 47,913 | 1,670 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 59,372 | 1,451 | 0.0% | 0.0% | 57 | +28,403 | 91.71% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,213 | 1,373 | 0.0% | 0.0% | 58 | -2,512 | -4.28% | Q3 2026 | Nov 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 31,037 | 1,082 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 29,074 | 1,013 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 28,300 | 986 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 39,535 | 966 | 0.02% | 0.01% | 62 | +21,716 | 121.87% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 26,294 | 916 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 24,375 | 849 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 24,369 | 849 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,949 | 834 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21,081 | 735 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 20,090 | 700 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 697 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | No change | 18,972 | 661 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,592 | 644 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 25,810 | 630 | 0.01% | 0.01% | 72 | +5,715 | 28.44% | Q3 2026 | Oct 27, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 25,379 | 620 | 0.05% | 0.02% | 73 | +15,326 | 152.45% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 17,351 | 605 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 16,581 | 578 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 16,476 | 575 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 15,969 | 556 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,601 | 544 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,139 | 527 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | No change | 15,008 | 523 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Unison Advisors LLC | History | Added to | 19,005 | 464 | 0.03% | 0.05% | 81 | +349 | 1.87% | Q3 2026 | Oct 28, 2026 |
| NATIXIS | History | No change | 13,000 | 453 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 12,648 | 441 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 12,180 | 425 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 11,872 | 413 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 16,775 | 409 | 0.01% | 0.01% | 86 | -98 | -0.58% | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,547 | 379 | 0.0% | 0.0% | 87 | +14,245 | 1094.09% | Q3 2026 | Nov 04, 2026 |
| ALLSTATE CORP | History | No change | 10,769 | 375 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 10,709 | 373 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 14,920 | 364 | 0.0% | 0.0% | 90 | -15,292 | -50.62% | Q3 2026 | Oct 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 10,324 | 359 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 10,117 | 352 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 9,953 | 347 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1492 Capital Management LLC | History | No change | 9,413 | 328 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,233 | 323 | 0.0% | 0.0% | 95 | +1,540 | 13.17% | Q3 2026 | Oct 28, 2026 |
| Argent Trust Co | History | No change | 8,700 | 303 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 8,484 | 295 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,720 | 269 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 7,500 | 261 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,002 | 244 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 6,996 | 243 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 6,921 | 241 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 9,639 | 235 | 0.0% | 0.0% | 103 | +2,271 | 30.82% | Q3 2026 | Oct 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,631 | 231 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,546 | 228 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,404 | 223 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,190 | 215 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,993 | 209 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,701 | 198 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,226 | 182 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 4,728 | 164 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 4,703 | 162 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisors Asset Management, Inc. | History | No change | 4,343 | 151 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,291 | 149 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,005 | 139 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,542 | 123 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 4,887 | 119 | 0.04% | 0.07% | 117 | -300 | -5.78% | Q3 2026 | Nov 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,372 | 117 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,942 | 102 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,800 | 97 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,635 | 88 | 0.0% | 0.0% | 121 | -178 | -4.67% | Q3 2026 | Nov 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,317 | 80 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,248 | 78 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,094 | 73 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,000 | 73 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,028 | 70 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 1,900 | 66 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,676 | 58 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,474 | 51 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,416 | 50 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,411 | 49 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,975 | 48 | 0.0% | 0.0% | 132 | -6,393 | -76.4% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,957 | 47 | 0.0% | 0.0% | 133 | +487 | 33.13% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,181 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,183 | 41 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,097 | 38 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,055 | 36 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 680 | 24 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 638 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 705 | 17 | 0.0% | 0.0% | 140 | +436 | 162.08% | Q3 2026 | Oct 01, 2026 |
| Allworth Financial LP | History | No change | 318 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 240 | 8 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 306 | 7 | 0.0% | 0.03% | 145 | -19,593 | -98.46% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 302 | 7 | 0.0% | 0.0% | 146 | +201 | 199.01% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Added to | 314 | 7 | 0.0% | 0.0% | 144 | +70 | 28.69% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 198 | 7 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 253 | 6 | 0.0% | — | 150 | +238 | 1586.67% | Q3 2026 | Oct 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 259 | 6 | 0.0% | 0.0% | 147 | +79 | 43.89% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 235 | 6 | 0.0% | 0.01% | 151 | -27 | -10.31% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 195 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Osbon Capital Management LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 244 | 5 | 0.0% | 0.0% | 152 | -1,407 | -85.22% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 139 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 138 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 129 | 3 | 0.0% | 0.0% | 158 | -29 | -18.35% | Q3 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | Added to | 134 | 3 | 0.0% | 0.0% | 156 | +20 | 17.54% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 87 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Avion Wealth | History | No change | 150 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 87 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 89 | 2 | 0.0% | 0.0% | 163 | -256 | -74.2% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 120 | 2 | 0.0% | 0.0% | 166 | -147 | -55.06% | Q3 2026 | Oct 08, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 89 | 2 | 0.0% | — | 167 | +89 | New | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 62 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 62 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 170 | -728 | -94.55% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 48 | 1 | 0.0% | — | 173 | +48 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 51 | 1 | 0.0% | — | 172 | +45 | 750.0% | Q3 2026 | Oct 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 37 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.05% | — | -91,574 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -14,381 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,531 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,674 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -445 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2026 | Oct 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q3 2026 | Oct 09, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | Added to | 39 | 0 | — | 0.0% | — | +3 | 8.33% | Q3 2026 | Oct 16, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 39 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Horizon Investments, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 34 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Investors Portfolio Services LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |