Stitch Fix, Inc. - SFIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DISCIPLINED GROWTH INVESTORS INC /MN | History | No change | 18,910,052 | 77,720 | 1.32% | 1.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 12,121,197 | 49,818 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,003,658 | 24,675 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,959,202 | 20,382 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,843,056 | 19,904 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Working Capital Advisors (UK) Ltd. | History | Reduced | 6,779,324 | 17,355 | 44.11% | 57.87% | 6 | -1,376,465 | -16.88% | Q3 2026 | Nov 03, 2026 |
| STATE STREET CORP | History | No change | 3,503,504 | 14,399 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,192,908 | 13,122 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,146,916 | 12,937 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,042,880 | 12,506 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archon Capital Management LLC | History | No change | 3,009,710 | 12,369 | 5.02% | 5.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 2,177,945 | 8,951 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,030,170 | 8,343 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,926,884 | 7,919 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,563,700 | 6,426 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,477,084 | 6,340 | 0.0% | 0.0% | 16 | -30,535 | -1.22% | Q3 2026 | Nov 04, 2026 |
| Hodges Capital Management Inc. | History | No change | 1,378,450 | 5,665 | 0.37% | 0.37% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 1,255,074 | 5,158 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 1,237,004 | 5,084 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,172,208 | 4,817 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,107,121 | 4,550 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 982,489 | 4,038 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 913,623 | 3,754 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 842,641 | 3,463 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 817,056 | 3,358 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 793,390 | 3,260 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 759,555 | 3,121 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 735,373 | 3,022 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 713,150 | 2,931 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 554,000 | 2,276 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 482,660 | 1,983 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 726,983 | 1,861 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 436,611 | 1,794 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 394,095 | 1,619 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 375,061 | 1,541 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 352,776 | 1,449 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 351,616 | 1,445 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 312,431 | 1,284 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 311,747 | 1,281 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 300,594 | 1,235 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 297,310 | 1,221 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 285,199 | 1,172 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 444,414 | 1,137 | 0.0% | 0.0% | 43 | +389,544 | 709.94% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 275,976 | 1,134 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 224,970 | 924 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 215,366 | 885 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 213,082 | 876 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 213,259 | 876 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 186,720 | 767 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 183,181 | 753 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 179,665 | 738 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cerity Partners LLC | History | No change | 175,746 | 722 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 255,665 | 654 | 0.0% | — | 53 | +255,665 | New | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 158,561 | 651 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 156,336 | 642 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 151,135 | 621 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 141,685 | 582 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 117,922 | 485 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 114,793 | 471 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 103,390 | 424 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 123,048 | 407 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 93,700 | 385 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 93,544 | 384 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 87,900 | 361 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 137,930 | 353 | 0.1% | 0.07% | 66 | +68,965 | 100.0% | Q3 2026 | Nov 02, 2026 |
| Voleon Capital Management LP | History | No change | 85,976 | 353 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 79,825 | 328 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 75,891 | 311 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 73,934 | 304 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 71,544 | 294 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 65,065 | 267 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 64,100 | 263 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 98,524 | 252 | 0.0% | 0.0% | 73 | +7,892 | 8.71% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 55,041 | 241 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANNELL CAPITAL LLC | History | No change | 54,527 | 224 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 54,180 | 222 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 52,484 | 215 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 50,102 | 205 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 78,773 | 201 | 0.02% | — | 79 | +78,773 | New | Q3 2026 | Oct 16, 2026 |
| HSBC HOLDINGS PLC | History | No change | 46,704 | 195 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 44,867 | 184 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 43,516 | 178 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 65,635 | 168 | 0.0% | 0.01% | 83 | +17,972 | 37.71% | Q3 2026 | Oct 23, 2026 |
| Corient Private Wealth LP | History | No change | 37,491 | 154 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| EntryPoint Capital, LLC | History | No change | 36,413 | 149 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | No change | 35,979 | 147 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 57,357 | 146 | 0.0% | 0.0% | 87 | +50,000 | 679.62% | Q3 2026 | Oct 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 34,155 | 140 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 51,148 | 139 | 0.0% | 0.0% | 89 | -81,992 | -61.58% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,745 | 138 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 32,497 | 133 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Parallel Advisors, LLC | History | No change | 50,497 | 129 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Shay Capital LLC | History | No change | 30,000 | 123 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,754 | 122 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 29,700 | 122 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 29,099 | 119 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 28,040 | 115 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,831 | 110 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pallas Capital Advisors LLC | History | No change | 26,799 | 110 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 26,302 | 108 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 26,106 | 107 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 25,635 | 105 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 24,389 | 100 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 22,539 | 92 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlTi Global, Inc. | History | No change | 21,954 | 90 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 21,618 | 88 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 21,424 | 88 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Venture Partners, LLC | History | No change | 19,600 | 80 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ArchPoint Investors | History | No change | 19,000 | 78 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 17,853 | 73 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 27,980 | 71 | 0.0% | — | 111 | +27,980 | New | Q3 2026 | Nov 04, 2026 |
| R Squared Ltd | History | No change | 16,113 | 66 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,376 | 63 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,349 | 63 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| State of Wyoming | History | Reduced | 24,117 | 61 | 0.0% | 0.02% | 116 | -35,058 | -59.24% | Q3 2026 | Oct 28, 2026 |
| Crawford Fund Management, LLC | History | No change | 15,000 | 61 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 13,300 | 54 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,022 | 53 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 12,793 | 52 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 11,511 | 47 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 11,406 | 46 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,970 | 45 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bull Harbor Capital LLC | History | No change | 10,962 | 45 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,716 | 44 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| INCEPTIONR LLC | History | No change | 10,945 | 44 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 10,720 | 44 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,602 | 43 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,408 | 42 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Dallas Securities Inc. | History | No change | 10,000 | 41 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,396 | 36 | 0.0% | 0.0% | 130 | -1,008 | -6.54% | Q3 2026 | Oct 28, 2026 |
| Quantbot Technologies LP | History | No change | 8,914 | 36 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 12,590 | 32 | 0.0% | 0.0% | 132 | +982 | 8.46% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,756 | 31 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 11,354 | 29 | 0.0% | 0.0% | 134 | -18,265 | -61.67% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,060 | 28 | 0.0% | 0.0% | 136 | +2,795 | 33.82% | Q3 2026 | Oct 21, 2026 |
| XPONANCE LLC | History | Reduced | 11,005 | 28 | 0.0% | 0.0% | 135 | -194 | -1.73% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,523 | 19 | 0.0% | 0.0% | 137 | -706 | -8.58% | Q3 2026 | Oct 08, 2026 |
| Downshift Financial, LLC | History | New | 5,293 | 13 | 0.01% | — | 140 | +5,293 | New | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,187 | 13 | 0.0% | 0.0% | 139 | +1,318 | 34.07% | Q3 2026 | Oct 29, 2026 |
| Optiver Holding B.V. | History | No change | 3,363 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hickory Point Bank & Trust | History | New | 5,000 | 12 | 0.01% | — | 141 | +5,000 | New | Q3 2026 | Oct 01, 2026 |
| LANARK FINANCIAL, INC. | History | New | 4,500 | 11 | 0.0% | — | 142 | +4,500 | New | Q3 2026 | Oct 26, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 4,320 | 11 | 0.0% | — | 143 | +4,320 | New | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,476 | 10 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,191 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 2,851 | 7 | 0.0% | 0.01% | 146 | +32 | 1.14% | Q3 2026 | Oct 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,567 | 6 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2,510 | 6 | 0.0% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,328 | 5 | 0.0% | 0.0% | 150 | -4,318 | -64.97% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,340 | 5 | 0.0% | 0.0% | 149 | +96 | 4.28% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 950 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 903 | 2 | 0.0% | 0.0% | 156 | -1,442 | -61.49% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,014 | 2 | 0.0% | 0.0% | 155 | -1,387 | -57.77% | Q3 2026 | Oct 13, 2026 |
| Blue Trust, Inc. | History | New | 1,065 | 2 | 0.0% | — | 157 | +1,065 | New | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 841 | 2 | 0.0% | 0.0% | 153 | +141 | 20.14% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 914 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 632 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 779 | 1 | 0.0% | — | 162 | +634 | 437.24% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 385 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 439 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 502 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 404 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 316 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -48,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,670 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,364 | -100.0% | Q3 2026 | Oct 26, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,143 | -100.0% | Q3 2026 | Oct 09, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,053 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -10,211 | -100.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 306 | 0 | — | 0.0% | — | -794 | -72.18% | Q3 2026 | Oct 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Parkside Financial Bank & Trust | History | New | 345 | 0 | — | — | — | +345 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 303 | 0 | — | — | — | +303 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 280 | 0 | — | — | — | +280 | New | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -170 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -131 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | — | — | -93 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 214 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 181 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 195 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 169 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 187 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TSFG, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SHP Wealth Management | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 234 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |