Quad/Graphics, Inc. - QUAD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MILLER VALUE PARTNERS, LLC | History | No change | 2,538,299 | 21,397 | 5.06% | 5.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,290,195 | 19,306 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,412,189 | 13,035 | 0.02% | 0.02% | 3 | +38,698 | 2.82% | Q3 2026 | Nov 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,199,428 | 11,071 | 0.0% | 0.0% | 4 | +4,939 | 0.41% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,303,331 | 10,987 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 1,053,640 | 8,882 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 755,712 | 6,976 | 0.0% | 0.0% | 7 | -17,700 | -2.29% | Q3 2026 | Nov 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 621,325 | 5,735 | 0.08% | 0.08% | 8 | -1,000 | -0.16% | Q3 2026 | Nov 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 672,900 | 5,672 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 637,466 | 5,373 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 447,087 | 4,126 | 0.0% | 0.0% | 11 | +31,135 | 7.49% | Q3 2026 | Nov 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 460,731 | 3,883 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 407,059 | 3,431 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 355,684 | 3,282 | 0.0% | 0.0% | 14 | +338,480 | 1967.45% | Q3 2026 | Nov 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 318,047 | 2,681 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 289,003 | 2,667 | 0.04% | 0.04% | 16 | +1,085 | 0.38% | Q3 2026 | Nov 05, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 300,000 | 2,529 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 289,655 | 2,441 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 286,992 | 2,419 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 273,149 | 2,302 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 232,594 | 2,143 | 0.0% | 0.0% | 21 | +223,351 | 2416.43% | Q3 2026 | Nov 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 246,012 | 2,073 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 241,552 | 2,036 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 238,893 | 2,013 | 0.2% | 0.2% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 229,543 | 1,935 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 216,485 | 1,824 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 198,139 | 1,670 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 168,597 | 1,421 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 167,143 | 1,409 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 164,718 | 1,388 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 162,788 | 1,372 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 155,955 | 1,314 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 152,728 | 1,287 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 141,958 | 1,196 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 139,514 | 1,176 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 127,932 | 1,078 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 111,363 | 1,027 | 0.0% | 0.0% | 37 | +4,366 | 4.08% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 109,363 | 921 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 94,500 | 872 | 0.0% | 0.0% | 39 | +12,300 | 14.96% | Q3 2026 | Oct 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 102,937 | 867 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 102,002 | 859 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 96,327 | 812 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 86,782 | 731 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 83,841 | 706 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 82,643 | 696 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 74,295 | 685 | 0.0% | 0.0% | 46 | +13,690 | 22.59% | Q3 2026 | Nov 06, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 70,825 | 653 | 0.06% | 0.06% | 47 | -12,165 | -14.66% | Q3 2026 | Oct 21, 2026 |
| Inspire Investing, LLC | History | Reduced | 69,023 | 637 | 0.03% | 0.1% | 48 | -223,657 | -76.42% | Q3 2026 | Oct 22, 2026 |
| XTX Topco Ltd | History | No change | 74,043 | 624 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 72,169 | 608 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 66,366 | 559 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,800 | 487 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | Reduced | 50,205 | 463 | 0.04% | 0.03% | 53 | -22 | -0.04% | Q3 2026 | Nov 03, 2026 |
| Trexquant Investment LP | History | No change | 54,098 | 456 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 51,771 | 436 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 51,030 | 430 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 49,410 | 416 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 43,582 | 402 | 0.04% | 0.04% | 58 | +1,720 | 4.11% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 45,954 | 388 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 41,000 | 378 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 43,310 | 365 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 41,102 | 346 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 40,266 | 339 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 39,926 | 336 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 38,100 | 321 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 33,108 | 279 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 32,567 | 274 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 28,667 | 264 | 0.0% | 0.0% | 68 | -3,678 | -11.37% | Q3 2026 | Nov 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,560 | 257 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 27,835 | 256 | 0.0% | 0.0% | 70 | +7,902 | 39.64% | Q3 2026 | Nov 06, 2026 |
| Semanteon Capital Management, LP | History | New | 27,456 | 253 | 0.94% | — | 71 | +27,456 | New | Q3 2026 | Nov 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,927 | 252 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 30,000 | 252 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 26,690 | 246 | 0.06% | 0.05% | 74 | +1,717 | 6.88% | Q3 2026 | Oct 27, 2026 |
| Vise Technologies, Inc. | History | Reduced | 24,385 | 225 | 0.0% | 0.0% | 75 | -129 | -0.53% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | Added to | 23,580 | 217 | 0.0% | 0.0% | 76 | +19,245 | 443.94% | Q3 2026 | Nov 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 23,334 | 215 | 0.01% | 0.01% | 77 | +4,015 | 20.78% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,351 | 197 | 0.0% | 0.0% | 78 | -322 | -1.49% | Q3 2026 | Nov 09, 2026 |
| Squarepoint Ops LLC | History | New | 21,038 | 194 | 0.0% | — | 79 | +21,038 | New | Q3 2026 | Nov 09, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,518 | 189 | 0.0% | 0.0% | 81 | +567 | 2.84% | Q3 2026 | Oct 23, 2026 |
| FMR LLC | History | No change | 22,468 | 189 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 21,679 | 182 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 21,246 | 179 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 21,032 | 177 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 20,601 | 173 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 19,394 | 163 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 17,650 | 148 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 17,511 | 147 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 22,190 | 146 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 17,015 | 143 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | New | 15,410 | 142 | 0.0% | — | 91 | +15,410 | New | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 15,199 | 140 | 0.0% | 0.0% | 92 | +1,261 | 9.05% | Q3 2026 | Nov 02, 2026 |
| Diversified Trust Co | History | New | 14,965 | 138 | 0.0% | — | 94 | +14,965 | New | Q3 2026 | Nov 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 15,000 | 138 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,219 | 136 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alta Wealth Advisors LLC | History | No change | 14,920 | 125 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,827 | 116 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,753 | 115 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,576 | 114 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 13,625 | 114 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,095 | 101 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,885 | 100 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,317 | 95 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 11,387 | 95 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,858 | 91 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,400 | 86 | 0.0% | 0.0% | 106 | -1,375 | -12.76% | Q3 2026 | Oct 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,850 | 81 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,639 | 55 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,797 | 44 | 0.0% | 0.0% | 109 | -523 | -9.83% | Q3 2026 | Oct 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,751 | 43 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,464 | 37 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,945 | 33 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,175 | 29 | 0.0% | 0.0% | 113 | +493 | 18.38% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 3,088 | 26 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 3,064 | 25 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,961 | 24 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,612 | 22 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,461 | 20 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,299 | 19 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,757 | 16 | 0.0% | 0.0% | 120 | -12,231 | -87.44% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,708 | 15 | 0.0% | 0.0% | 121 | +18 | 1.07% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | New | 938 | 8 | 0.0% | — | 125 | +938 | New | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 886 | 8 | 0.0% | 0.0% | 124 | +658 | 288.6% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 971 | 8 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 988 | 8 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 794 | 7 | 0.0% | 0.0% | 126 | +7 | 0.89% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 666 | 6 | 0.0% | 0.02% | 127 | -31,311 | -97.92% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 556 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 584 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 389 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 170 | 1 | 0.0% | 0.0% | 134 | +16 | 10.39% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 113 | 1 | 0.0% | — | 133 | -4 | -3.42% | Q3 2026 | Oct 21, 2026 |
| SHP Wealth Management | History | No change | 234 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 217 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,813 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 79 | 0 | — | — | — | +61 | 338.89% | Q3 2026 | Oct 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |