PREFORMED LINE PRODUCTS CO - PLPC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 968,067 | 262,104 | 0.28% | 0.22% | 1 | +1,882 | 0.19% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 284,850 | 77,121 | 0.02% | 0.01% | 2 | -22,636 | -7.36% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 204,704 | 55,423 | 0.0% | 0.0% | 3 | +5,081 | 2.55% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 150,229 | 40,673 | 0.06% | 0.07% | 4 | -72,785 | -32.64% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 160,864 | 33,252 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | New | 112,889 | 30,564 | 0.2% | — | 6 | +112,889 | New | Q1 2026 | Apr 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 110,467 | 29,908 | 0.0% | — | 7 | +110,467 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 98,725 | 26,729 | 0.02% | 0.01% | 8 | +53,768 | 119.6% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 84,401 | 22,851 | 0.0% | 0.0% | 9 | +507 | 0.6% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 77,494 | 20,981 | 0.21% | 0.25% | 10 | -40,209 | -34.16% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 74,743 | 20,240 | 0.0% | 0.0% | 11 | +1,141 | 1.55% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 62,367 | 16,885 | 0.01% | 0.01% | 12 | -11,349 | -15.4% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 59,632 | 16,145 | 0.0% | 0.0% | 13 | +1,529 | 2.63% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 49,542 | 13,413 | 0.0% | — | 14 | +49,542 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 42,581 | 11,528 | 0.0% | 0.0% | 15 | -36,718 | -46.3% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 41,722 | 11,296 | 0.0% | 0.0% | 16 | +6,856 | 19.66% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | New | 39,391 | 10,665 | 1.04% | — | 17 | +39,391 | New | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 36,619 | 9,914 | 0.01% | 0.0% | 18 | +26,738 | 270.6% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 34,140 | 9,243 | 0.01% | 0.0% | 19 | -987 | -2.81% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,586 | 8,281 | 0.0% | 0.0% | 20 | +1,069 | 3.62% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 29,658 | 8,029 | 0.01% | 0.01% | 21 | -13,158 | -30.73% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 29,494 | 7,985 | 0.02% | 0.02% | 22 | -7,845 | -21.01% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 26,582 | 7,197 | 0.0% | 0.0% | 23 | -4,928 | -15.64% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 23,184 | 6,277 | 0.0% | 0.0% | 24 | -3,289 | -12.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,747 | 6,158 | 0.0% | 0.0% | 25 | +3,277 | 16.83% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 21,394 | 5,792 | 0.0% | 0.0% | 26 | +15,343 | 253.56% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 21,144 | 5,724 | 0.0% | 0.0% | 27 | +4,745 | 28.93% | Q1 2026 | May 13, 2026 |
| Informed Momentum Co LLC | History | Reduced | 20,359 | 5,512 | 0.64% | 0.52% | 28 | -2,087 | -9.3% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,731 | 5,071 | 0.0% | 0.0% | 29 | -98 | -0.52% | Q1 2026 | May 05, 2026 |
| Ranger Investment Management, L.P. | History | New | 18,722 | 5,068 | 0.37% | — | 30 | +18,722 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 17,975 | 4,866 | 0.01% | 0.0% | 31 | +4,345 | 31.88% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 17,149 | 4,643 | 0.0% | 0.0% | 32 | -5,321 | -23.68% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 16,912 | 4,578 | 0.0% | — | 33 | +16,912 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 15,989 | 4,329 | 0.0% | — | 34 | +15,989 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 14,817 | 4,011 | 0.0% | 0.01% | 35 | -2,642 | -15.13% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 13,256 | 3,589 | 0.05% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 12,860 | 3,481 | 0.0% | 0.0% | 37 | -9,769 | -43.17% | Q1 2026 | May 05, 2026 |
| Cardinal Capital Management | History | Added to | 12,186 | 3,299 | 0.43% | 0.33% | 38 | +82 | 0.68% | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,645 | 3,152 | 0.02% | 0.01% | 39 | +666 | 6.07% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 11,548 | 3,126 | 0.0% | 0.0% | 40 | +1,038 | 9.88% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,501 | 3,113 | 0.0% | 0.0% | 41 | +11,241 | 4323.46% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,421 | 2,550 | 0.0% | — | 42 | +9,421 | New | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,389 | 2,541 | 0.04% | 0.03% | 43 | +943 | 11.17% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,179 | 2,485 | 0.0% | — | 44 | +9,179 | New | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 9,048 | 2,449 | 0.06% | 0.05% | 45 | +189 | 2.13% | Q1 2026 | May 13, 2026 |
| Riverwater Partners LLC | History | Added to | 8,785 | 2,378 | 0.79% | 0.44% | 46 | +3,241 | 58.46% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,748 | 2,097 | 0.0% | 0.0% | 47 | +3,072 | 65.7% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 7,611 | 2,060 | 0.47% | 0.38% | 48 | -400 | -4.99% | Q1 2026 | Apr 17, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 7,341 | 1,987 | 0.01% | 0.0% | 49 | +1,681 | 29.7% | Q1 2026 | May 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 7,196 | 1,948 | 0.01% | 0.0% | 50 | +19 | 0.26% | Q1 2026 | May 05, 2026 |
| Pullen Investment Management, LLC | History | Added to | 6,891 | 1,865 | 0.94% | 0.74% | 51 | +92 | 1.35% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,688 | 1,810 | 0.0% | 0.0% | 52 | +582 | 9.53% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 6,523 | 1,766 | 0.0% | 0.0% | 53 | -65 | -0.99% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 6,190 | 1,675 | 0.05% | — | 54 | +6,190 | New | Q1 2026 | May 15, 2026 |
| ROBOTTI ROBERT | History | No change | 5,935 | 1,606 | 0.25% | 0.22% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,870 | 1,589 | 0.0% | 0.0% | 56 | -2,035 | -25.74% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,660 | 1,532 | 0.0% | 0.0% | 57 | +2,676 | 89.68% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 5,612 | 1,519 | 0.01% | 0.0% | 58 | +2,751 | 96.16% | Q1 2026 | May 08, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 5,209 | 1,518 | 0.76% | 0.8% | 59 | -1,575 | -23.22% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,409 | 1,464 | 0.0% | — | 60 | +5,409 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 5,353 | 1,449 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 5,017 | 1,358 | 0.0% | 0.0% | 62 | +2,106 | 72.35% | Q1 2026 | May 06, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 4,684 | 1,268 | 0.78% | 0.59% | 63 | -384 | -7.58% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 4,589 | 1,242 | 0.0% | 0.0% | 64 | +2,039 | 79.96% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 4,576 | 1,238 | 0.19% | 0.24% | 65 | -3,229 | -41.37% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 4,408 | 1,193 | 0.0% | 0.0% | 66 | +20 | 0.46% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,370 | 1,183 | 0.0% | 0.0% | 67 | +54 | 1.25% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 4,207 | 1,138 | 0.0% | 0.0% | 68 | +1,226 | 41.13% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,126 | 1,117 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,070 | 1,102 | 0.04% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Defiance ETFs, LLC | History | New | 4,032 | 1,090 | 0.02% | — | 71 | +4,032 | New | Q1 2026 | May 15, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 4,002 | 1,083 | 0.49% | 0.35% | 72 | -82 | -2.01% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,970 | 1,074 | 0.0% | 0.0% | 73 | +3,353 | 543.44% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,028 | 1,062 | 0.0% | 0.0% | 74 | +512 | 14.56% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 3,631 | 983 | 0.02% | — | 75 | +3,631 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,594 | 973 | 0.0% | 0.0% | 76 | +2,994 | 499.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,272 | 885 | 0.0% | 0.0% | 77 | -24 | -0.73% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 3,235 | 875 | 0.0% | 0.0% | 78 | -2,399 | -42.58% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,165 | 856 | 0.0% | 0.0% | 79 | +661 | 26.4% | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 2,980 | 806 | 0.1% | 0.08% | 80 | -330 | -9.97% | Q1 2026 | Apr 17, 2026 |
| RBF Capital, LLC | History | No change | 2,800 | 758 | 0.04% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vident Advisory, LLC | History | New | 2,692 | 728 | 0.01% | — | 82 | +2,692 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,625 | 711 | 0.0% | 0.0% | 83 | +405 | 18.24% | Q1 2026 | Apr 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,555 | 691 | 0.0% | 0.0% | 84 | -19 | -0.74% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,550 | 690 | 0.0% | 0.0% | 85 | -25 | -0.97% | Q1 2026 | Apr 24, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,473 | 670 | 0.04% | — | 86 | +2,473 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,436 | 659 | 0.0% | 0.0% | 87 | +390 | 19.06% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 2,400 | 649 | 0.0% | 0.0% | 88 | -400 | -14.29% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,208 | 597 | 0.0% | 0.0% | 89 | +987 | 80.84% | Q1 2026 | May 06, 2026 |
| Fruth Investment Management | History | No change | 2,200 | 595 | 0.15% | 0.12% | 90 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 2,098 | 568 | 0.01% | — | 92 | +2,098 | New | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,100 | 568 | 0.0% | 0.0% | 91 | -200 | -8.7% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,010 | 544 | 0.0% | 0.0% | 93 | +1,759 | 700.8% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,941 | 535 | 0.0% | 0.0% | 94 | +1,860 | 2296.3% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,968 | 533 | 0.0% | 0.0% | 95 | +531 | 36.95% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,948 | 527 | 0.01% | — | 96 | +1,948 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,930 | 522 | 0.0% | — | 97 | +1,930 | New | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,490 | 514 | 0.0% | 0.0% | 98 | -100 | -3.86% | Q1 2026 | May 15, 2026 |
| Enhancing Capital LLC | History | No change | 1,860 | 503 | 0.37% | 0.27% | 99 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 1,817 | 491 | 0.04% | 0.01% | 100 | +244 | 15.51% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,797 | 486 | 0.0% | 0.0% | 101 | -420 | -18.94% | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,700 | 460 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,625 | 439 | 0.0% | 0.0% | 103 | -6,166 | -79.14% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,100 | 434 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,561 | 423 | 0.0% | 0.0% | 105 | -1,285 | -45.15% | Q1 2026 | Apr 16, 2026 |
| HSBC HOLDINGS PLC | History | New | 1,532 | 416 | 0.0% | — | 106 | +1,532 | New | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,459 | 395 | 0.0% | — | 108 | +1,459 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,461 | 395 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | New | 1,431 | 387 | 0.0% | — | 109 | +1,431 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,400 | 378 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,377 | 372 | 0.04% | — | 111 | +1,377 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 1,341 | 363 | 0.0% | 0.0% | 112 | -2,251 | -62.67% | Q1 2026 | May 15, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 1,323 | 358 | 0.04% | — | 113 | +1,323 | New | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 1,275 | 345 | 0.01% | — | 114 | +1,275 | New | Q1 2026 | May 11, 2026 |
| Freestone Grove Partners LP | History | New | 1,143 | 309 | 0.0% | — | 115 | +1,143 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,078 | 291 | 0.0% | — | 116 | +1,078 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,068 | 289 | 0.0% | 0.0% | 117 | -200 | -15.77% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 1,077 | 284 | 0.05% | — | 118 | +1,077 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 1,318 | 272 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 1,000 | 270 | 0.01% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 966 | 261 | 0.01% | 0.02% | 121 | -1,072 | -52.6% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 940 | 254 | 0.0% | — | 122 | +940 | New | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 931 | 252 | 0.0% | — | 123 | +931 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 892 | 241 | 0.0% | 0.0% | 124 | -433 | -32.68% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 840 | 227 | 0.0% | — | 125 | +840 | New | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 839 | 227 | 0.0% | — | 126 | +839 | New | Q1 2026 | May 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 833 | 225 | 0.04% | — | 127 | +833 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 821 | 222 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 805 | 217 | 0.06% | — | 129 | +805 | New | Q1 2026 | Apr 08, 2026 |
| DENALI ADVISORS LLC | History | New | 748 | 202 | 0.02% | — | 130 | +748 | New | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | New | 740 | 200 | 0.0% | — | 131 | +740 | New | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 659 | 178 | 0.0% | — | 132 | +659 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 646 | 174 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 600 | 162 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 400 | 108 | 0.0% | 0.0% | 135 | -338 | -45.8% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | Reduced | 400 | 108 | 0.05% | 0.06% | 136 | -180 | -31.03% | Q1 2026 | Apr 21, 2026 |
| Avalon Trust Co | History | No change | 400 | 108 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 313 | 84 | 0.0% | — | 139 | +313 | New | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 312 | 84 | 0.0% | 0.0% | 138 | +262 | 524.0% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 306 | 83 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 81 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 282 | 76 | 0.0% | 0.0% | 142 | +7 | 2.55% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 275 | 74 | 0.0% | 0.0% | 143 | -36 | -11.58% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 265 | 71 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 226 | 61 | 0.0% | 0.0% | 145 | -206 | -47.69% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 222 | 60 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | No change | 208 | 56 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 185 | 50 | 0.01% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AlphaQuest LLC | History | No change | 196 | 40 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | New | 118 | 31 | 0.0% | — | 151 | +118 | New | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 116 | 31 | 0.0% | 0.0% | 150 | +18 | 18.37% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 96 | 25 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 82 | 22 | 0.0% | 0.0% | 153 | -157 | -65.69% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 80 | 21 | 0.0% | 0.0% | 154 | -58 | -42.03% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | New | 47 | 12 | 0.0% | — | 156 | +47 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | New | 47 | 12 | 0.0% | — | 157 | +47 | New | Q1 2026 | Apr 30, 2026 |
| GAMMA Investing LLC | History | Added to | 46 | 12 | 0.0% | 0.0% | 155 | +5 | 12.2% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Added to | 40 | 11 | 0.01% | 0.0% | 159 | +1 | 2.56% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 41 | 11 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 37 | 10 | 0.0% | 0.0% | 160 | -3 | -7.5% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 31 | 8 | 0.0% | 0.0% | 161 | +25 | 416.67% | Q1 2026 | May 07, 2026 |
| WealthCollab, LLC | History | No change | 33 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 25 | 6 | 0.01% | — | 164 | +25 | New | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | No change | 25 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 19 | 5 | 0.0% | 0.06% | 167 | -1,077 | -98.27% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 19 | 5 | 0.0% | 0.0% | 165 | +1 | 5.56% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | No change | 22 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 12 | 3 | 0.0% | — | 169 | +12 | New | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | New | 1,250 | 1 | 0.0% | — | 174 | +1,250 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 7 | 1 | 0.0% | — | 176 | +7 | New | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4 | 1 | 0.0% | — | 173 | +4 | New | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 4 | 1 | 0.0% | — | 175 | +4 | New | Q1 2026 | Apr 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 4 | 1 | 0.0% | — | 177 | +4 | New | Q1 2026 | Apr 02, 2026 |
| CM Management, LLC | History | Closed out | 0 | 0 | — | 4.36% | — | -25,000 | -100.0% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,668 | -100.0% | Q1 2026 | May 15, 2026 |
| Congruence Capital, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -15,414 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,121 | -100.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,057 | -100.0% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,649 | -100.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,290 | -100.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |