POWER SOLUTIONS INTERNATIONAL, INC. - PSIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 673,610 | 38,490 | 0.0% | 0.0% | 1 | +122,026 | 22.12% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 539,978 | 30,854 | 0.0% | 0.0% | 2 | +37,597 | 7.48% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 443,096 | 25,318 | 0.01% | 0.02% | 3 | +118,011 | 36.3% | Q4 2025 | Feb 13, 2026 |
| Situational Awareness LP | History | New | 432,300 | 24,701 | 0.45% | — | 4 | +432,300 | New | Q4 2025 | Feb 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 328,761 | 20,228 | 0.03% | 0.03% | 5 | +122,672 | 59.52% | Q4 2025 | Jan 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 229,120 | 13,091 | 0.09% | 0.09% | 6 | +94,618 | 70.35% | Q4 2025 | Feb 17, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 228,413 | 13,052 | 0.27% | — | 7 | +228,413 | New | Q4 2025 | Feb 05, 2026 |
| Busey Bank | History | No change | 220,000 | 12,570 | 0.33% | 0.6% | 8 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 218,160 | 12,465 | 0.0% | 0.0% | 9 | -142,688 | -39.54% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 201,891 | 11,537 | 0.0% | 0.0% | 10 | +179,511 | 802.1% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 191,671 | 10,953 | 0.0% | 0.0% | 11 | +22,763 | 13.48% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 174,754 | 9,985 | 0.0% | 0.0% | 12 | -22,786 | -11.53% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 164,895 | 9,422 | 0.0% | 0.0% | 13 | +28,218 | 20.65% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 126,133 | 7,207 | 0.0% | 0.0% | 14 | -50,153 | -28.45% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 114,249 | 6,528 | 0.01% | — | 15 | +114,249 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 109,548 | 6,259 | 0.0% | 0.0% | 16 | +18,909 | 20.86% | Q4 2025 | Feb 18, 2026 |
| Hel Ved Capital Management Ltd | History | Added to | 108,126 | 6,178 | 1.66% | 1.42% | 17 | +39,406 | 57.34% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 107,898 | 6,165 | 0.01% | 0.01% | 18 | +1,400 | 1.31% | Q4 2025 | Feb 12, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | New | 103,216 | 5,897 | 1.31% | — | 19 | +103,216 | New | Q4 2025 | Jan 23, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 101,729 | 5,812 | 0.65% | 0.64% | 20 | +37,569 | 58.56% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 101,611 | 5,806 | 0.0% | 0.0% | 21 | +64,159 | 171.31% | Q4 2025 | Mar 25, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 94,658 | 5,408 | 0.0% | 0.0% | 22 | +64,779 | 216.8% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 86,581 | 4,947 | 0.0% | 0.0% | 23 | +439 | 0.51% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 81,074 | 4,632 | 0.0% | — | 24 | +81,074 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 78,375 | 4,478 | 0.0% | 0.0% | 25 | +13,506 | 20.82% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 78,279 | 4,472 | 0.01% | 0.01% | 26 | +29,655 | 60.99% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 75,868 | 4,335 | 0.0% | 0.0% | 27 | +27,296 | 56.2% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 75,239 | 4,299 | 0.0% | 0.0% | 28 | +39,651 | 111.42% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 75,016 | 4,286 | 0.0% | 0.0% | 29 | +5,624 | 8.1% | Q4 2025 | Feb 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 75,000 | 4,285 | 0.01% | — | 30 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 72,336 | 4,133 | 0.0% | — | 31 | +72,336 | New | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 62,465 | 3,569 | 0.0% | 0.0% | 32 | +19,532 | 45.49% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 60,771 | 3,472 | 0.0% | 0.01% | 33 | +8,002 | 15.16% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 54,200 | 3,096 | 0.0% | 0.0% | 34 | +6,437 | 13.48% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 53,975 | 3,084 | 0.07% | 0.14% | 35 | -500 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,004 | 2,400 | 0.01% | 0.0% | 36 | +23,866 | 131.58% | Q4 2025 | Feb 05, 2026 |
| Valiant Capital Management, L.P. | History | Added to | 40,401 | 2,308 | 0.13% | 0.26% | 37 | +1,475 | 3.79% | Q4 2025 | Feb 17, 2026 |
| Ruffer LLP | History | New | 38,063 | 2,178 | 0.1% | — | 38 | +38,063 | New | Q4 2025 | Jan 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,036 | 2,173 | 0.0% | 0.0% | 39 | +3,028 | 8.65% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 34,671 | 1,981 | 0.0% | 0.0% | 40 | +19,306 | 125.65% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,350 | 1,848 | 0.0% | 0.01% | 41 | -1,929 | -5.63% | Q4 2025 | Feb 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 31,500 | 1,799 | 0.43% | — | 42 | +31,500 | New | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,299 | 1,788 | 0.0% | 0.01% | 43 | -14,357 | -31.45% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,916 | 1,766 | 0.0% | 0.0% | 44 | -3,294 | -9.63% | Q4 2025 | Feb 11, 2026 |
| BURNEY CO/ | History | Added to | 30,326 | 1,732 | 0.05% | 0.09% | 45 | +3,099 | 11.38% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 30,229 | 1,727 | 0.01% | 0.03% | 46 | -23,575 | -43.82% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,825 | 1,704 | 0.0% | 0.0% | 47 | +11,401 | 61.88% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 27,440 | 1,567 | 0.0% | 0.0% | 48 | +7,900 | 40.43% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 26,889 | 1,536 | 0.0% | 0.0% | 49 | +13,364 | 98.81% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 26,874 | 1,535 | 0.0% | 0.0% | 50 | +16,394 | 156.43% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,896 | 1,422 | 0.08% | 0.15% | 51 | +459 | 1.88% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 24,260 | 1,386 | 0.0% | 0.0% | 52 | +8,088 | 50.01% | Q4 2025 | Feb 02, 2026 |
| Verition Fund Management LLC | History | Added to | 23,246 | 1,328 | 0.01% | 0.01% | 53 | +1,719 | 7.99% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,616 | 1,235 | 0.0% | 0.0% | 54 | -14,953 | -40.89% | Q4 2025 | Feb 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 21,139 | 1,207 | 0.19% | 0.5% | 55 | -9,496 | -31.0% | Q4 2025 | Feb 17, 2026 |
| De Lisle Partners LLP | History | No change | 21,000 | 1,197 | 0.15% | 0.25% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | New | 20,000 | 1,142 | 0.26% | — | 57 | +20,000 | New | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 18,729 | 1,070 | 0.02% | 0.06% | 58 | -10,408 | -35.72% | Q4 2025 | Jan 23, 2026 |
| Swiss National Bank | History | Added to | 18,200 | 1,039 | 0.0% | 0.0% | 59 | +4,800 | 35.82% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 18,179 | 1,038 | 0.0% | 0.01% | 60 | +1,502 | 9.01% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 16,999 | 971 | 0.0% | 0.0% | 61 | +13,976 | 462.32% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 16,572 | 946 | 0.0% | 0.0% | 62 | +821 | 5.21% | Q4 2025 | Feb 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,902 | 908 | 0.0% | 0.0% | 63 | +2,527 | 18.89% | Q4 2025 | Feb 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 15,740 | 899 | 0.25% | 0.33% | 64 | +1,052 | 7.16% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 15,443 | 882 | 0.07% | 0.13% | 65 | +666 | 4.51% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,025 | 858 | 0.0% | 0.0% | 66 | +249 | 1.69% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 14,861 | 849 | 0.0% | — | 67 | +14,861 | New | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 12,691 | 725 | 0.04% | 0.03% | 68 | +7,711 | 154.84% | Q4 2025 | Feb 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,606 | 720 | 0.0% | 0.01% | 69 | -34,855 | -73.44% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 12,515 | 715 | 0.02% | — | 70 | +12,515 | New | Q4 2025 | Feb 17, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 12,220 | 698 | 0.01% | 0.01% | 71 | +4,760 | 63.81% | Q4 2025 | Feb 17, 2026 |
| Verde Servicos Internacionais S.A. | History | No change | 12,172 | 696 | 0.22% | 0.34% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 12,000 | 685 | 0.01% | 0.02% | 73 | -635 | -5.03% | Q4 2025 | Feb 05, 2026 |
| Virtu Financial LLC | History | Added to | 11,805 | 675 | 0.03% | 0.05% | 74 | +3,208 | 37.32% | Q4 2025 | Feb 23, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 11,549 | 659 | 0.0% | — | 75 | +11,549 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,095 | 633 | 0.0% | 0.0% | 76 | +1,530 | 16.0% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 10,926 | 624 | 0.0% | 0.0% | 77 | -2,155 | -16.47% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,767 | 615 | 0.0% | 0.0% | 78 | +7,767 | 258.9% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 10,658 | 608 | 0.0% | 0.0% | 79 | -161 | -1.49% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 10,399 | 594 | 0.09% | 0.03% | 80 | +8,499 | 447.32% | Q4 2025 | Feb 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 6,712 | 593 | 0.13% | 0.15% | 81 | +313 | 4.89% | Q4 2025 | Feb 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,896 | 565 | 0.0% | 0.0% | 82 | +5,323 | 116.4% | Q4 2025 | Feb 11, 2026 |
| GK Wealth Management LLC | History | Added to | 9,739 | 556 | 0.37% | 0.49% | 83 | +2,858 | 41.53% | Q4 2025 | Jan 05, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 9,500 | 542 | 0.0% | 0.0% | 85 | -9,300 | -49.47% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,496 | 542 | 0.0% | 0.0% | 84 | -137 | -1.42% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,270 | 529 | 0.0% | 0.0% | 86 | +7,982 | 619.72% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 9,183 | 524 | 0.0% | 0.0% | 87 | +98 | 1.08% | Q4 2025 | Feb 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,122 | 521 | 0.08% | — | 88 | +9,122 | New | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 8,990 | 513 | 0.02% | 0.01% | 89 | +5,824 | 183.95% | Q4 2025 | Jan 14, 2026 |
| Moran Wealth Management, LLC | History | New | 8,925 | 509 | 0.02% | — | 90 | +8,925 | New | Q4 2025 | Jan 26, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 8,902 | 508 | 0.0% | — | 91 | +8,902 | New | Q4 2025 | Jan 22, 2026 |
| Freestone Grove Partners LP | History | New | 8,803 | 503 | 0.0% | — | 92 | +8,803 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,802 | 502 | 0.0% | 0.0% | 93 | +2,430 | 38.14% | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 8,743 | 499 | 0.02% | — | 94 | +8,743 | New | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | Added to | 8,517 | 486 | 0.0% | 0.0% | 95 | +1,574 | 22.67% | Q4 2025 | Feb 09, 2026 |
| Invesco Ltd. | History | Reduced | 7,782 | 444 | 0.0% | 0.0% | 96 | -92,696 | -92.26% | Q4 2025 | Feb 19, 2026 |
| Bay Rivers Group | History | Added to | 7,786 | 444 | 0.18% | 0.2% | 97 | +3,056 | 64.61% | Q4 2025 | Jan 07, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,654 | 437 | 0.0% | 0.0% | 98 | +6,648 | 660.83% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,413 | 423 | 0.06% | — | 99 | +7,413 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,079 | 404 | 0.01% | 0.01% | 100 | +2,630 | 59.11% | Q4 2025 | Feb 12, 2026 |
| Vestcor Inc | History | No change | 6,741 | 385 | 0.01% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 6,263 | 357 | 0.0% | 0.01% | 102 | -1,217 | -16.27% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | New | 6,163 | 352 | 0.09% | — | 103 | +6,163 | New | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,052 | 345 | 0.08% | 0.02% | 104 | +5,747 | 1884.26% | Q4 2025 | Mar 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,993 | 342 | 0.0% | 0.0% | 105 | +3,304 | 122.87% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,913 | 337 | 0.0% | 0.0% | 106 | +1,135 | 23.75% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,787 | 331 | 0.0% | — | 108 | +5,787 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 5,801 | 331 | 0.0% | 0.0% | 107 | +4,425 | 321.58% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 5,665 | 323 | 0.01% | 0.0% | 109 | +5,339 | 1637.73% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,432 | 310 | 0.0% | 0.01% | 111 | -3,680 | -40.39% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 5,440 | 310 | 0.0% | 0.0% | 110 | +1,568 | 40.5% | Q4 2025 | Jan 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 5,139 | 299 | 0.0% | — | 112 | +5,139 | New | Q4 2025 | Jan 28, 2026 |
| Rothschild Wealth LLC | History | New | 5,000 | 285 | 0.03% | — | 114 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,994 | 285 | 0.0% | 0.0% | 115 | +557 | 12.55% | Q4 2025 | Feb 13, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 5,000 | 285 | 0.48% | 0.23% | 113 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,964 | 283 | 0.0% | 0.01% | 116 | +1,207 | 32.13% | Q4 2025 | Jan 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,884 | 279 | 0.0% | 0.0% | 117 | +54 | 1.12% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 4,766 | 272 | 0.0% | 0.0% | 118 | +825 | 20.93% | Q4 2025 | Feb 12, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 4,705 | 268 | 0.03% | 0.06% | 119 | -273 | -5.48% | Q4 2025 | Feb 04, 2026 |
| Allianz Asset Management GmbH | History | New | 4,654 | 265 | 0.0% | — | 120 | +4,654 | New | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 4,554 | 261 | 0.0% | 0.0% | 121 | +1,083 | 31.2% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,563 | 260 | 0.0% | — | 122 | +4,563 | New | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,555 | 260 | 0.0% | — | 123 | +4,555 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | New | 4,553 | 260 | 0.06% | — | 124 | +4,553 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,411 | 252 | 0.0% | 0.01% | 125 | -2,365 | -34.9% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | New | 3,432 | 233 | 0.06% | — | 126 | +3,432 | New | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | New | 4,035 | 230 | 0.01% | — | 127 | +4,035 | New | Q4 2025 | Jan 30, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 4,000 | 228 | 0.06% | 0.09% | 128 | -100 | -2.44% | Q4 2025 | Jan 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,964 | 226 | 0.0% | 0.0% | 129 | +922 | 30.31% | Q4 2025 | Feb 17, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 3,928 | 224 | 0.01% | — | 130 | +3,928 | New | Q4 2025 | Feb 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 3,850 | 219 | 0.0% | — | 131 | +3,850 | New | Q4 2025 | Feb 04, 2026 |
| PharVision Advisers, LLC | History | New | 3,843 | 219 | 0.11% | — | 132 | +3,843 | New | Q4 2025 | Feb 17, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 3,730 | 213 | 0.07% | 0.09% | 133 | +1,225 | 48.9% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | New | 3,656 | 208 | 0.01% | — | 134 | +3,656 | New | Q4 2025 | Feb 04, 2026 |
| Versor Investments LP | History | Added to | 3,600 | 205 | 0.03% | 0.05% | 135 | +797 | 28.43% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 3,547 | 202 | 0.04% | — | 136 | +3,547 | New | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | New | 3,113 | 177 | 0.01% | — | 137 | +3,113 | New | Q4 2025 | Feb 09, 2026 |
| Truvestments Capital LLC | History | Added to | 3,039 | 173 | 0.03% | 0.05% | 138 | +114 | 3.9% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 3,006 | 171 | 0.01% | 0.01% | 139 | -1,319 | -30.5% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,485 | 141 | 0.01% | 0.02% | 140 | -410 | -14.16% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 2,317 | 132 | 0.0% | 0.0% | 141 | +613 | 35.97% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 2,303 | 131 | 0.0% | 0.0% | 142 | +393 | 20.58% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 119 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,900 | 108 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,812 | 103 | 0.0% | 0.0% | 145 | +1,162 | 178.77% | Q4 2025 | Mar 16, 2026 |
| STRS OHIO | History | Reduced | 1,800 | 102 | 0.0% | 0.0% | 146 | -2,200 | -55.0% | Q4 2025 | Feb 02, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,783 | 102 | 0.0% | 0.0% | 147 | +55 | 3.18% | Q4 2025 | Jan 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,618 | 92 | 0.0% | — | 148 | +1,618 | New | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,505 | 85 | 0.01% | 0.02% | 149 | +5 | 0.33% | Q4 2025 | Jan 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 1,343 | 76 | 0.0% | — | 150 | +1,343 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,302 | 74 | 0.0% | 0.0% | 151 | +113 | 9.5% | Q4 2025 | Jan 26, 2026 |
| Indiana Trust & Investment Management Co | History | New | 1,000 | 57 | 0.02% | — | 152 | +1,000 | New | Q4 2025 | Jan 21, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 1,000 | 57 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| State of Wyoming | History | New | 853 | 48 | 0.01% | — | 154 | +853 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 695 | 39 | 0.0% | 0.0% | 155 | +147 | 26.82% | Q4 2025 | Feb 11, 2026 |
| Strive Financial Group ,LLC | History | New | 400 | 22 | 0.01% | — | 156 | +400 | New | Q4 2025 | Feb 18, 2026 |
| Quarry LP | History | New | 283 | 16 | 0.0% | — | 158 | +283 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 294 | 16 | 0.0% | 0.0% | 157 | +10 | 3.52% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Added to | 269 | 15 | 0.0% | 0.0% | 159 | +45 | 20.09% | Q4 2025 | Feb 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 256 | 14 | 0.0% | 0.0% | 160 | -9 | -3.4% | Q4 2025 | Feb 12, 2026 |
| Financial Freedom, LLC | History | New | 235 | 13 | 0.01% | — | 161 | +235 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 216 | 12 | 0.0% | 0.0% | 162 | -121 | -35.91% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 200 | 11 | 0.0% | — | 163 | +200 | New | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 205 | 11 | 0.0% | 0.0% | 164 | +105 | 105.0% | Q4 2025 | Feb 18, 2026 |
| Luminist Capital LLC | History | No change | 200 | 11 | 0.01% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 190 | 10 | 0.0% | 0.0% | 167 | +125 | 192.31% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 181 | 10 | 0.0% | 0.0% | 166 | +9 | 5.23% | Q4 2025 | Feb 06, 2026 |
| Darwin Wealth Management, LLC | History | New | 150 | 8 | 0.0% | — | 169 | +150 | New | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Added to | 152 | 8 | 0.0% | 0.0% | 168 | +111 | 270.73% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | New | 100 | 7 | 0.0% | — | 170 | +100 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | New | 105 | 6 | 0.0% | — | 171 | +105 | New | Q4 2025 | Feb 20, 2026 |
| Costello Asset Management, INC | History | New | 100 | 5 | 0.0% | — | 173 | +100 | New | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 100 | 5 | 0.0% | 0.0% | 172 | +66 | 194.12% | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | New | 71 | 4 | 0.0% | — | 175 | +71 | New | Q4 2025 | Jan 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 86 | 4 | 0.0% | 0.0% | 174 | +34 | 65.38% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 46 | 3 | 0.0% | 0.0% | 177 | +1 | 2.22% | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | No change | 64 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 26 | 1 | 0.0% | — | 180 | +26 | New | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 25 | 1 | 0.0% | — | 181 | +25 | New | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | New | 20 | 1 | 0.0% | — | 179 | +20 | New | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 24 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -195,804 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GAGNON SECURITIES LLC | History | Closed out | 0 | 0 | — | 1.28% | — | -64,770 | -100.0% | Q3 2025 | Nov 03, 2025 |
| KADENSA CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.6% | — | -59,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -51,698 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mercuria Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 6.02% | — | -46,490 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -41,184 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WESTBOURNE INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.76% | — | -18,660 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -16,302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,608 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,954 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,890 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,752 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -8,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Militia Capital Partners, LP | History | Closed out | 0 | 0 | — | 0.4% | — | -8,700 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,540 | -100.0% | Q3 2025 | Oct 17, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -8,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,848 | -100.0% | Q3 2025 | Oct 22, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.08% | — | -6,675 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,335 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,183 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,677 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aviance Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,600 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -4,581 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -4,233 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,743 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,695 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -3,666 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,577 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,253 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,963 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,909 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,881 | -100.0% | Q3 2025 | Nov 07, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,637 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Cadence Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,466 | -100.0% | Q3 2025 | Nov 06, 2025 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,400 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -2,037 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,989 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.13% | — | -1,899 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MeadowBrook Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,405 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -464 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Reduced | 2 | 0 | — | 0.01% | — | -352 | -99.44% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIGNATUREFD, LLC | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 07, 2026 |
| GAMMA Investing LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q4 2025 | Jan 05, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |