SHYFT GROUP, INC. - SHYF
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | New | 3,743,720 | 46,947 | 0.03% | — | 1 | +3,743,720 | New | Q2 2025 | Aug 14, 2025 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 3,579,364 | 44,885 | 0.15% | 0.09% | 2 | +494,933 | 16.05% | Q2 2025 | Jul 25, 2025 |
| BlackRock, Inc. | History | Reduced | 3,198,494 | 40,109 | 0.0% | 0.0% | 3 | -100,226 | -3.04% | Q2 2025 | Aug 12, 2025 |
| Zuckerman Investment Group, LLC | History | New | 1,935,036 | 24,265 | 2.35% | — | 4 | +1,935,036 | New | Q2 2025 | Aug 15, 2025 |
| VANGUARD GROUP INC | History | Added to | 1,801,306 | 22,588 | 0.0% | 0.0% | 5 | +33,343 | 1.89% | Q2 2025 | Aug 11, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,458,000 | 18,283 | 0.0% | 0.0% | 6 | +64,483 | 4.63% | Q2 2025 | Aug 12, 2025 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,196,946 | 15,009 | 0.15% | 0.1% | 7 | +8,660 | 0.73% | Q2 2025 | Aug 11, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 786,752 | 9,867 | 0.0% | 0.0% | 8 | -8,842 | -1.11% | Q2 2025 | Aug 08, 2025 |
| Ausdal Financial Partners, Inc. | History | New | 748,655 | 9,388 | 0.63% | — | 9 | +748,655 | New | Q2 2025 | Aug 14, 2025 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | New | 744,170 | 9,331 | 1.04% | — | 10 | +744,170 | New | Q2 2025 | Aug 14, 2025 |
| STATE STREET CORP | History | Added to | 708,526 | 8,884 | 0.0% | 0.0% | 11 | +972 | 0.14% | Q2 2025 | Aug 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 625,059 | 7,838 | 0.01% | 0.01% | 12 | -272,458 | -30.36% | Q2 2025 | Aug 14, 2025 |
| Ancora Advisors LLC | History | Added to | 609,964 | 7,648 | 0.16% | 0.01% | 13 | +556,590 | 1042.81% | Q2 2025 | Aug 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 549,568 | 6,891 | 0.0% | 0.0% | 14 | -14,460 | -2.56% | Q2 2025 | Aug 14, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 478,743 | 6,003 | 0.0% | 0.0% | 15 | +115,274 | 31.71% | Q2 2025 | Aug 12, 2025 |
| MORGAN STANLEY | History | Added to | 448,537 | 5,624 | 0.0% | 0.0% | 16 | +91,629 | 25.67% | Q2 2025 | Aug 14, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 407,679 | 5,112 | 0.05% | 0.02% | 17 | +172,179 | 73.11% | Q2 2025 | Aug 13, 2025 |
| KIRR MARBACH & CO LLC /IN/ | History | New | 335,885 | 4,211 | 0.83% | — | 18 | +335,885 | New | Q2 2025 | Jul 16, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 303,462 | 3,805 | 0.0% | 0.0% | 19 | -4,203 | -1.37% | Q2 2025 | Aug 08, 2025 |
| 4D Advisors, LLC | History | New | 300,000 | 3,762 | 2.02% | — | 20 | +300,000 | New | Q2 2025 | Aug 14, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 289,323 | 3,628 | 0.01% | 0.01% | 21 | -180,830 | -38.46% | Q2 2025 | Aug 13, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 287,815 | 3,609 | 0.0% | 0.0% | 22 | -1,286 | -0.44% | Q2 2025 | Aug 14, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 269,377 | 3,377 | 0.0% | 0.0% | 23 | -26,080 | -8.83% | Q2 2025 | Aug 13, 2025 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 251,083 | 3,148 | 0.01% | 0.01% | 24 | -185,453 | -42.48% | Q2 2025 | Aug 14, 2025 |
| First Eagle Investment Management, LLC | History | Added to | 248,912 | 3,121 | 0.01% | 0.0% | 25 | +96,799 | 63.64% | Q2 2025 | Aug 06, 2025 |
| Bank of New York Mellon Corp | History | Added to | 241,908 | 3,033 | 0.0% | 0.0% | 26 | +11,872 | 5.16% | Q2 2025 | Aug 05, 2025 |
| Nuveen, LLC | History | Reduced | 241,726 | 3,031 | 0.0% | 0.0% | 27 | -53,569 | -18.14% | Q2 2025 | Aug 12, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 206,107 | 2,584 | 0.0% | 0.0% | 28 | +170,533 | 479.38% | Q2 2025 | Aug 13, 2025 |
| UBS Group AG | History | Added to | 202,180 | 2,535 | 0.0% | 0.0% | 29 | +169,958 | 527.46% | Q2 2025 | Aug 14, 2025 |
| ISTHMUS PARTNERS, LLC | History | New | 201,544 | 2,527 | 0.3% | — | 30 | +201,544 | New | Q2 2025 | Aug 13, 2025 |
| Olstein Capital Management, L.P. | History | New | 193,000 | 2,420 | 0.45% | — | 31 | +193,000 | New | Q2 2025 | Jul 22, 2025 |
| CSM Advisors, LLC | History | New | 168,260 | 2,111 | 0.06% | — | 32 | +168,260 | New | Q2 2025 | Aug 07, 2025 |
| Manatuck Hill Partners, LLC | History | New | 154,957 | 1,943 | 0.73% | — | 33 | +154,957 | New | Q2 2025 | Aug 14, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 150,824 | 1,891 | 0.0% | 0.0% | 34 | -10,296 | -6.39% | Q2 2025 | Aug 12, 2025 |
| Orchard Capital Management, LLC | History | New | 140,989 | 1,768 | 1.96% | — | 35 | +140,989 | New | Q2 2025 | Aug 13, 2025 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 113,593 | 1,424 | 0.01% | 0.0% | 36 | +14,068 | 14.14% | Q2 2025 | Aug 13, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 109,859 | 1,377 | 0.0% | 0.0% | 37 | -74,683 | -40.47% | Q2 2025 | Aug 12, 2025 |
| Squarepoint Ops LLC | History | Reduced | 104,826 | 1,314 | 0.0% | 0.0% | 38 | -16,856 | -13.85% | Q2 2025 | Aug 27, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 103,967 | 1,303 | 0.0% | 0.0% | 39 | -53,357 | -33.92% | Q2 2025 | Aug 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 75,913 | 951 | 0.0% | 0.0% | 40 | -27,715 | -26.74% | Q2 2025 | Aug 14, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 73,456 | 921 | 0.0% | 0.0% | 41 | +6,154 | 9.14% | Q2 2025 | Aug 12, 2025 |
| Invesco Ltd. | History | Reduced | 73,068 | 916 | 0.0% | 0.0% | 42 | -14,754 | -16.8% | Q2 2025 | Aug 13, 2025 |
| BARCLAYS PLC | History | Added to | 57,172 | 716 | 0.0% | 0.0% | 43 | +20,761 | 57.02% | Q2 2025 | Feb 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 56,816 | 712 | 0.0% | 0.0% | 44 | +30,758 | 118.04% | Q2 2025 | Aug 14, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 56,253 | 706 | 0.0% | — | 45 | +56,253 | New | Q2 2025 | Aug 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,223 | 667 | 0.0% | 0.0% | 46 | +92 | 0.17% | Q2 2025 | Aug 06, 2025 |
| GABELLI FUNDS LLC | History | Reduced | 50,000 | 627 | 0.0% | 0.0% | 47 | -6,000 | -10.71% | Q2 2025 | Aug 13, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 49,499 | 620 | 0.0% | 0.0% | 48 | -2,001 | -3.89% | Q2 2025 | Aug 12, 2025 |
| Pacific Ridge Capital Partners, LLC | History | New | 46,365 | 581 | 0.14% | — | 49 | +46,365 | New | Q2 2025 | Aug 11, 2025 |
| Corient Private Wealth LLC | History | Added to | 44,187 | 554 | 0.0% | 0.0% | 50 | +3,217 | 7.85% | Q2 2025 | Sep 26, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,818 | 511 | 0.0% | 0.0% | 51 | -7,540 | -15.59% | Q2 2025 | Aug 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | New | 33,150 | 415 | 0.21% | — | 52 | +33,150 | New | Q2 2025 | Aug 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 32,470 | 407 | 0.0% | 0.0% | 53 | -88,924 | -73.25% | Q2 2025 | Aug 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 30,416 | 381 | 0.0% | — | 54 | +30,416 | New | Q2 2025 | Aug 08, 2025 |
| Hillsdale Investment Management Inc. | History | New | 29,800 | 373 | 0.01% | — | 55 | +29,800 | New | Q2 2025 | Aug 12, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 27,950 | 350 | 0.0% | 0.0% | 56 | +6,200 | 28.51% | Q2 2025 | Aug 14, 2025 |
| XTX Topco Ltd | History | New | 25,856 | 324 | 0.01% | — | 57 | +25,856 | New | Q2 2025 | Aug 12, 2025 |
| Polymer Capital Management (US) LLC | History | New | 25,805 | 323 | 0.04% | — | 58 | +25,805 | New | Q2 2025 | Aug 14, 2025 |
| Quantinno Capital Management LP | History | Added to | 24,699 | 309 | 0.0% | 0.0% | 59 | +784 | 3.28% | Q2 2025 | Aug 14, 2025 |
| TRUIST FINANCIAL CORP | History | No change | 24,400 | 305 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2025 | Jul 18, 2025 |
| DEUTSCHE BANK AG\ | History | Reduced | 24,250 | 304 | 0.0% | 0.0% | 61 | -5,936 | -19.66% | Q2 2025 | Aug 12, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 22,625 | 283 | 0.0% | 0.0% | 62 | +4,150 | 22.46% | Q2 2025 | Aug 07, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,396 | 280 | 0.0% | 0.0% | 63 | -21,049 | -48.45% | Q2 2025 | Aug 14, 2025 |
| Man Group plc | History | New | 21,778 | 273 | 0.0% | — | 64 | +21,778 | New | Q2 2025 | Aug 14, 2025 |
| Aquatic Capital Management LLC | History | Added to | 21,198 | 265 | 0.01% | 0.0% | 66 | +5,548 | 35.45% | Q2 2025 | Aug 14, 2025 |
| FRANKLIN RESOURCES INC | History | No change | 21,198 | 265 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 19,112 | 239 | 0.0% | — | 67 | +19,112 | New | Q2 2025 | Jul 31, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,010 | 238 | 0.0% | 0.0% | 68 | +4,826 | 34.02% | Q2 2025 | Aug 14, 2025 |
| State of Wyoming | History | New | 18,894 | 236 | 0.03% | — | 69 | +18,894 | New | Q2 2025 | Aug 19, 2025 |
| MetLife Investment Management, LLC | History | No change | 18,341 | 229 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2025 | Aug 13, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 17,799 | 223 | 0.0% | 0.0% | 71 | -2,450 | -12.1% | Q2 2025 | Aug 14, 2025 |
| Creative Planning | History | New | 17,139 | 214 | 0.0% | — | 72 | +17,139 | New | Q2 2025 | Aug 08, 2025 |
| Engineers Gate Manager LP | History | Reduced | 16,687 | 209 | 0.0% | 0.01% | 73 | -39,010 | -70.04% | Q2 2025 | Aug 14, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 16,000 | 200 | 0.02% | — | 74 | +16,000 | New | Q2 2025 | Aug 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,559 | 195 | 0.0% | 0.0% | 75 | -6,087 | -28.12% | Q2 2025 | Aug 08, 2025 |
| Campbell & CO Investment Adviser LLC | History | New | 13,813 | 173 | 0.01% | — | 76 | +13,813 | New | Q2 2025 | Aug 07, 2025 |
| CITIGROUP INC | History | Reduced | 13,569 | 170 | 0.0% | 0.0% | 77 | -12,332 | -47.61% | Q2 2025 | Aug 11, 2025 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,307 | 154 | 0.02% | — | 78 | +12,307 | New | Q2 2025 | Aug 14, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,159 | 152 | 0.0% | 0.0% | 79 | -308 | -2.47% | Q2 2025 | Aug 14, 2025 |
| Zhang Financial LLC | History | New | 11,216 | 140 | 0.01% | — | 80 | +11,216 | New | Q2 2025 | Aug 01, 2025 |
| LPL Financial LLC | History | New | 10,856 | 136 | 0.0% | — | 81 | +10,856 | New | Q2 2025 | Aug 12, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,209 | 128 | 0.0% | — | 82 | +10,209 | New | Q2 2025 | Jul 31, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,085 | 126 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2025 | Oct 08, 2025 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 10,000 | 125 | 0.0% | 0.0% | 85 | -73,275 | -87.99% | Q2 2025 | Aug 14, 2025 |
| MAIRS & POWER INC | History | No change | 10,000 | 125 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2025 | Aug 14, 2025 |
| STRS OHIO | History | Reduced | 8,900 | 111 | 0.0% | 0.0% | 86 | -11,800 | -57.0% | Q2 2025 | Aug 04, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,100 | 101 | 0.0% | 0.0% | 87 | -5,000 | -38.17% | Q2 2025 | Aug 14, 2025 |
| US BANCORP \DE\ | History | Reduced | 7,907 | 99 | 0.0% | 0.0% | 88 | -255 | -3.12% | Q2 2025 | Jul 24, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,801 | 85 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2025 | Aug 08, 2025 |
| North Star Investment Management Corp. | History | New | 6,357 | 79 | 0.01% | — | 90 | +6,357 | New | Q2 2025 | Jul 15, 2025 |
| First Command Advisory Services, Inc. | History | No change | 5,435 | 68 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2025 | Aug 01, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 4,779 | 61 | 0.0% | 0.0% | 92 | +2,131 | 80.48% | Q2 2025 | Nov 21, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,148 | 52 | 0.0% | 0.0% | 93 | +972 | 30.6% | Q2 2025 | Aug 15, 2025 |
| Ameritas Investment Partners, Inc. | History | New | 3,397 | 42 | 0.0% | — | 96 | +3,397 | New | Q2 2025 | Aug 12, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,396 | 42 | 0.0% | 0.0% | 95 | +2,481 | 271.15% | Q2 2025 | Jul 31, 2025 |
| FMR LLC | History | Added to | 3,393 | 42 | 0.0% | 0.0% | 94 | +1,958 | 136.45% | Q2 2025 | Aug 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,140 | 39 | 0.0% | 0.0% | 97 | -11,112 | -77.97% | Q2 2025 | Jul 15, 2025 |
| Legal & General Group Plc | History | No change | 3,060 | 38 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2025 | Aug 12, 2025 |
| Leonteq Securities AG | History | No change | 2,500 | 31 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | New | 2,160 | 27 | 0.0% | — | 100 | +2,160 | New | Q2 2025 | Jul 31, 2025 |
| GAMMA Investing LLC | History | New | 1,474 | 18 | 0.0% | — | 103 | +1,474 | New | Q2 2025 | Jul 14, 2025 |
| CWM, LLC | History | New | 1,410 | 18 | 0.0% | — | 101 | +1,410 | New | Q2 2025 | Jul 25, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,489 | 18 | 0.0% | 0.0% | 102 | -186 | -11.1% | Q2 2025 | Sep 04, 2025 |
| AMALGAMATED BANK | History | New | 1,198 | 15 | 0.0% | — | 104 | +1,198 | New | Q2 2025 | Aug 04, 2025 |
| Sterling Capital Management LLC | History | Added to | 855 | 10 | 0.0% | 0.0% | 105 | +306 | 55.74% | Q2 2025 | Aug 08, 2025 |
| COMERICA BANK | History | Added to | 511 | 6 | 0.0% | 0.0% | 106 | +257 | 101.18% | Q2 2025 | Aug 14, 2025 |
| EverSource Wealth Advisors, LLC | History | New | 356 | 4 | 0.0% | — | 107 | +356 | New | Q2 2025 | Aug 13, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 190 | 2 | 0.0% | — | 108 | +190 | New | Q2 2025 | Aug 11, 2025 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 169 | 2 | 0.0% | — | 109 | +169 | New | Q2 2025 | Jul 09, 2025 |
| Plante Moran Financial Advisors, LLC | History | New | 166 | 2 | 0.0% | — | 110 | +166 | New | Q2 2025 | Aug 05, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 81 | 1 | 0.0% | 0.0% | 112 | -500 | -86.06% | Q2 2025 | Aug 13, 2025 |
| Rise Advisors, LLC | History | New | 124 | 1 | 0.0% | — | 117 | +124 | New | Q2 2025 | Jul 08, 2025 |
| Versant Capital Management, Inc | History | New | 122 | 1 | 0.0% | — | 115 | +122 | New | Q2 2025 | Jul 07, 2025 |
| Smartleaf Asset Management LLC | History | New | 120 | 1 | 0.0% | — | 118 | +120 | New | Q2 2025 | Aug 14, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 89 | 1 | 0.0% | — | 111 | +89 | New | Q2 2025 | Jul 07, 2025 |
| CX Institutional | History | New | 78 | 1 | 0.0% | — | 116 | +78 | New | Q2 2025 | Jul 16, 2025 |
| Arax Advisory Partners | History | Reduced | 87 | 1 | 0.0% | — | 114 | -16 | -15.53% | Q2 2025 | Aug 12, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 85 | 1 | 0.0% | — | 113 | 0 | 0.0% | Q2 2025 | Aug 18, 2025 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,144,704 | -100.0% | Q1 2025 | May 09, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -171,331 | -100.0% | Q1 2025 | May 02, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,573 | -100.0% | Q1 2025 | May 19, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,484 | -100.0% | Q1 2025 | May 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,663 | -100.0% | Q1 2025 | May 15, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,048 | -100.0% | Q1 2025 | May 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,147 | -100.0% | Q1 2025 | Jul 21, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,379 | -100.0% | Q1 2025 | May 02, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,448 | -100.0% | Q1 2025 | May 15, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,408 | -100.0% | Q1 2025 | May 07, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,177 | -100.0% | Q1 2025 | May 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -663 | -100.0% | Q1 2025 | May 12, 2025 |
| Brooklyn Investment Group | History | New | 77 | 0 | — | — | — | +77 | New | Q2 2025 | Aug 14, 2025 |
| Parkside Financial Bank & Trust | History | New | 60 | 0 | — | — | — | +60 | New | Q2 2025 | Aug 07, 2025 |
| Fortitude Family Office, LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q2 2025 | Jul 15, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | New | 36 | 0 | — | — | — | +36 | New | Q2 2025 | Jul 09, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2025 | Apr 14, 2025 |
| Covestor Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2025 | Aug 11, 2025 |
| SBI Securities Co., Ltd. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2025 | Aug 08, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Aug 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2025 | Jul 08, 2025 |