PREFORMED LINE PRODUCTS CO - PLPC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 966,185 | 199,720 | 0.22% | 0.19% | 1 | +100,113 | 11.56% | Q4 2025 | Feb 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 307,486 | 63,561 | 0.01% | 0.01% | 2 | -28,147 | -8.39% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 223,014 | 46,100 | 0.07% | 0.07% | 3 | +5,503 | 2.53% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 199,623 | 41,264 | 0.0% | 0.0% | 4 | +10,133 | 5.35% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 160,864 | 33,252 | 0.0% | 0.0% | 5 | -1,309 | -0.81% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 117,703 | 24,330 | 0.25% | 0.26% | 6 | -15,430 | -11.59% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 83,894 | 17,341 | 0.0% | 0.0% | 7 | +57,751 | 220.9% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 79,299 | 16,391 | 0.0% | 0.0% | 8 | +16,223 | 25.72% | Q4 2025 | Feb 19, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 73,716 | 15,237 | 0.01% | 0.01% | 9 | -6,626 | -8.25% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 73,602 | 15,216 | 0.0% | 0.0% | 10 | +1,373 | 1.9% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 58,103 | 12,010 | 0.0% | 0.0% | 11 | -2,578 | -4.25% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | New | 44,957 | 9,293 | 0.01% | — | 12 | +44,957 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 42,816 | 8,850 | 0.01% | 0.02% | 13 | -33,472 | -43.88% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 37,339 | 7,718 | 0.02% | 0.04% | 14 | -42,392 | -53.17% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 35,127 | 7,261 | 0.0% | 0.01% | 15 | -7,586 | -17.76% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 34,866 | 7,207 | 0.0% | 0.0% | 16 | +9,848 | 39.36% | Q4 2025 | Mar 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 31,510 | 6,513 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,517 | 6,101 | 0.0% | 0.0% | 18 | -1,206 | -3.93% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 26,473 | 5,472 | 0.0% | 0.0% | 19 | -129 | -0.48% | Q4 2025 | Feb 13, 2026 |
| CM Management, LLC | History | Reduced | 25,000 | 5,167 | 4.36% | 4.58% | 20 | -3,000 | -10.71% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 22,629 | 4,677 | 0.0% | 0.0% | 21 | +15,067 | 199.25% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 22,470 | 4,644 | 0.0% | 0.0% | 22 | -12,981 | -36.62% | Q4 2025 | Feb 13, 2026 |
| Informed Momentum Co LLC | History | New | 22,446 | 4,639 | 0.52% | — | 23 | +22,446 | New | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 19,470 | 4,024 | 0.0% | 0.0% | 24 | +14,647 | 303.69% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 18,829 | 3,892 | 0.0% | 0.0% | 25 | -1,843 | -8.92% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,668 | 3,652 | 0.01% | 0.0% | 26 | -551 | -3.02% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 17,459 | 3,608 | 0.01% | 0.01% | 27 | -23,881 | -57.77% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,399 | 3,389 | 0.0% | 0.0% | 28 | +3,730 | 29.44% | Q4 2025 | Feb 13, 2026 |
| Congruence Capital, LLC | History | New | 15,414 | 3,186 | 1.17% | — | 29 | +15,414 | New | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 13,630 | 2,817 | 0.0% | 0.0% | 30 | +5,116 | 60.09% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 13,256 | 2,740 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,121 | 2,505 | 0.0% | — | 32 | +12,121 | New | Q4 2025 | Feb 17, 2026 |
| Cardinal Capital Management | History | Added to | 12,104 | 2,502 | 0.33% | 0.33% | 33 | +30 | 0.25% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,979 | 2,269 | 0.01% | 0.01% | 34 | -398 | -3.5% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 10,510 | 2,172 | 0.0% | 0.0% | 35 | +3,549 | 50.98% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,881 | 2,042 | 0.0% | 0.0% | 36 | +3,892 | 64.99% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 8,859 | 1,831 | 0.05% | 0.05% | 37 | -291 | -3.18% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 8,446 | 1,745 | 0.03% | 0.03% | 38 | +341 | 4.21% | Q4 2025 | Jan 23, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 8,011 | 1,655 | 0.38% | 0.35% | 39 | +360 | 4.71% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 7,905 | 1,634 | 0.0% | 0.0% | 40 | +6,618 | 514.22% | Q4 2025 | Feb 05, 2026 |
| Round Rock Advisors LLC | History | Added to | 7,805 | 1,613 | 0.24% | 0.17% | 41 | +3,102 | 65.96% | Q4 2025 | Apr 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 7,791 | 1,610 | 0.0% | 0.0% | 42 | -104 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 6,799 | 1,405 | 0.74% | 1.35% | 43 | -5,904 | -46.48% | Q4 2025 | Jan 20, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 6,784 | 1,402 | 0.8% | 0.65% | 44 | +752 | 12.47% | Q4 2025 | Jan 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 6,588 | 1,361 | 0.0% | 0.0% | 45 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,106 | 1,262 | 0.0% | 0.0% | 46 | +1,075 | 21.37% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 6,051 | 1,250 | 0.0% | 0.0% | 47 | +1,106 | 22.37% | Q4 2025 | Feb 12, 2026 |
| ROBOTTI ROBERT | History | Reduced | 5,935 | 1,226 | 0.22% | 0.63% | 48 | -12,549 | -67.89% | Q4 2025 | Feb 19, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 5,660 | 1,169 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 5,634 | 1,164 | 0.0% | 0.0% | 50 | +581 | 11.5% | Q4 2025 | Feb 13, 2026 |
| Riverwater Partners LLC | History | Added to | 5,544 | 1,146 | 0.44% | 0.26% | 51 | +2,340 | 73.03% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 5,353 | 1,106 | 0.0% | 0.0% | 52 | +500 | 10.3% | Q4 2025 | Feb 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 5,068 | 1,047 | 0.59% | 0.58% | 53 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,676 | 966 | 0.0% | 0.0% | 54 | +391 | 9.12% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 4,388 | 907 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,316 | 892 | 0.0% | 0.0% | 56 | +2,021 | 88.06% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,126 | 852 | 0.01% | 0.01% | 57 | +360 | 9.56% | Q4 2025 | Feb 09, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 4,084 | 844 | 0.35% | 0.21% | 58 | +1,454 | 55.29% | Q4 2025 | Jan 30, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,070 | 841 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 3,592 | 742 | 0.0% | 0.0% | 60 | +1,122 | 45.43% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,516 | 726 | 0.0% | 0.0% | 61 | +679 | 23.93% | Q4 2025 | Feb 11, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 3,310 | 684 | 0.08% | 0.09% | 62 | -310 | -8.56% | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,296 | 681 | 0.0% | 0.0% | 63 | -329 | -9.08% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 2,861 | 626 | 0.0% | 0.0% | 64 | -939 | -24.71% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Added to | 2,981 | 616 | 0.0% | 0.0% | 66 | +1,748 | 141.77% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,984 | 616 | 0.0% | 0.0% | 65 | +1,152 | 62.88% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 2,911 | 601 | 0.0% | — | 67 | +2,911 | New | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 2,846 | 588 | 0.0% | 0.0% | 68 | +466 | 19.58% | Q4 2025 | Jan 09, 2026 |
| STRS OHIO | History | Reduced | 2,800 | 578 | 0.0% | 0.0% | 69 | -200 | -6.67% | Q4 2025 | Feb 02, 2026 |
| RBF Capital, LLC | History | No change | 2,800 | 578 | 0.03% | 0.02% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,590 | 535 | 0.0% | 0.0% | 71 | -200 | -7.17% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,575 | 532 | 0.0% | 0.0% | 73 | -281 | -9.84% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,574 | 532 | 0.0% | 0.0% | 72 | +277 | 12.06% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 2,550 | 527 | 0.0% | 0.0% | 74 | +1,302 | 104.33% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,504 | 517 | 0.0% | 0.0% | 75 | +1,165 | 87.01% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,300 | 475 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,220 | 459 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 2,217 | 458 | 0.0% | 0.0% | 78 | +19 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Fruth Investment Management | History | No change | 2,200 | 454 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 2,100 | 434 | 0.0% | 0.0% | 80 | -2,300 | -52.27% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 2,057 | 425 | 0.0% | — | 81 | +2,057 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,046 | 422 | 0.0% | 0.0% | 82 | -12 | -0.58% | Q4 2025 | Feb 11, 2026 |
| Virtu Financial LLC | History | New | 2,038 | 421 | 0.02% | — | 83 | +2,038 | New | Q4 2025 | Feb 23, 2026 |
| Enhancing Capital LLC | History | No change | 1,860 | 384 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,700 | 351 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 1,649 | 340 | 0.04% | 0.04% | 86 | -178 | -9.74% | Q4 2025 | Feb 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 1,573 | 325 | 0.01% | 0.02% | 87 | -1,121 | -41.61% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,461 | 302 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,437 | 298 | 0.0% | 0.0% | 89 | +160 | 12.53% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Reduced | 1,500 | 294 | 0.0% | 0.0% | 90 | -25 | -1.64% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,400 | 290 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,325 | 273 | 0.0% | — | 92 | +1,325 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 1,318 | 272 | 0.01% | — | 93 | +1,318 | New | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 1,290 | 266 | 0.0% | — | 94 | +1,290 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,268 | 262 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,221 | 252 | 0.0% | 0.0% | 96 | -12 | -0.97% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,096 | 226 | 0.06% | 0.0% | 97 | +1,069 | 3959.26% | Q4 2025 | Mar 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 1,000 | 206 | 0.0% | — | 98 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 821 | 169 | 0.0% | 0.0% | 99 | -500 | -37.85% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 738 | 152 | 0.0% | 0.0% | 100 | -104 | -12.35% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 646 | 133 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 617 | 127 | 0.0% | 0.0% | 102 | +125 | 25.41% | Q4 2025 | Feb 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 600 | 124 | 0.0% | 0.0% | 104 | -1,800 | -75.0% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 600 | 124 | 0.0% | 0.0% | 103 | -82 | -12.02% | Q4 2025 | Feb 17, 2026 |
| Founders Capital Management | History | No change | 580 | 119 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 432 | 88 | 0.0% | — | 106 | +432 | New | Q4 2025 | Feb 10, 2026 |
| Avalon Trust Co | History | No change | 400 | 82 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 311 | 64 | 0.0% | 0.0% | 108 | +111 | 55.5% | Q4 2025 | Feb 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 306 | 63 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 62 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | No change | 275 | 56 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 265 | 54 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 260 | 53 | 0.0% | 0.0% | 113 | +47 | 22.07% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 251 | 52 | 0.0% | — | 114 | +251 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 239 | 49 | 0.0% | 0.0% | 115 | +102 | 74.45% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 222 | 45 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Truvestments Capital LLC | History | No change | 208 | 42 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | New | 196 | 40 | 0.0% | — | 118 | +196 | New | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 185 | 38 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 253 | 34 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 150 | 31 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 138 | 28 | 0.0% | 0.0% | 122 | -18 | -11.54% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 98 | 20 | 0.0% | 0.0% | 123 | +4 | 4.26% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 96 | 19 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 81 | 17 | 0.0% | 0.0% | 125 | -6 | -6.9% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 81 | 16 | 0.0% | 0.0% | 126 | -30 | -27.03% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 50 | 10 | 0.0% | 0.0% | 127 | -50 | -50.0% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 41 | 8 | 0.0% | 0.0% | 128 | +30 | 272.73% | Q4 2025 | Jan 15, 2026 |
| Covestor Ltd | History | Reduced | 39 | 8 | 0.0% | 0.01% | 130 | -14 | -26.42% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 41 | 8 | 0.0% | 0.0% | 131 | +2 | 5.13% | Q4 2025 | Jan 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 40 | 8 | 0.0% | 0.0% | 129 | -1 | -2.44% | Q4 2025 | Jan 20, 2026 |
| WealthCollab, LLC | History | No change | 33 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 25 | 5 | 0.0% | 0.0% | 133 | +12 | 92.31% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | No change | 22 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 135 | -6 | -25.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14 | 2 | 0.0% | — | 137 | +11 | 366.67% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 9 | 1 | 0.0% | — | 139 | +9 | New | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 9 | 1 | 0.0% | — | 140 | +9 | New | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,720 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,101 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Nierenberg Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -4,555 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,142 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,417 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,089 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Topline Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,724 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,209 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Reduced | 1 | 0 | — | 0.0% | — | -33 | -97.06% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CIBC Private Wealth Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 18, 2025 |