UNISYS CORP - UIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Neuberger Berman Group LLC | History | Added to | 5,375,377 | 19,734 | 0.01% | 0.01% | 1 | +379,873 | 7.6% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 5,221,206 | 19,109 | 0.0% | 0.0% | 2 | +124,251 | 2.44% | Q2 2026 | Aug 07, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 4,428,000 | 16,206 | 0.49% | 0.47% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 3,748,021 | 13,717 | 0.0% | 0.0% | 4 | -8,034 | -0.21% | Q2 2026 | Aug 13, 2026 |
| IES Holdings, Inc. | History | Added to | 3,378,514 | 12,365 | 3.98% | 3.13% | 5 | +138,514 | 4.28% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,117,334 | 11,409 | 0.01% | 0.0% | 6 | -249,924 | -7.42% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,987,161 | 10,933 | 0.0% | 0.0% | 7 | +62,255 | 2.13% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,501,607 | 9,155 | 0.0% | 0.0% | 8 | +1,128,959 | 82.25% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,775,752 | 6,493 | 0.01% | 0.0% | 9 | +301,112 | 20.42% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,699,557 | 6,221 | 0.0% | 0.0% | 10 | +223,202 | 15.12% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,635,374 | 5,985 | 0.01% | 0.01% | 11 | +86,564 | 5.59% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,577,986 | 5,822 | 0.28% | 0.15% | 12 | +180,461 | 12.91% | Q2 2026 | Jul 28, 2026 |
| STATE STREET CORP | History | Added to | 1,578,040 | 5,793 | 0.0% | 0.0% | 13 | +64,063 | 4.23% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,468,256 | 5,373 | 0.0% | 0.0% | 14 | -234,320 | -13.76% | Q2 2026 | Aug 14, 2026 |
| Newport Trust Company, LLC | History | Reduced | 1,267,327 | 4,638 | 0.01% | 0.01% | 15 | -122,343 | -8.8% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,217,555 | 4,456 | 0.0% | 0.0% | 16 | -1,075,822 | -46.91% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 1,065,140 | 3,898 | 0.01% | 0.01% | 17 | +40,671 | 3.97% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 1,032,600 | 3,779 | 0.03% | 0.02% | 18 | +26,700 | 2.65% | Q2 2026 | Aug 10, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 988,696 | 3,618 | 0.09% | 0.1% | 19 | -803,267 | -44.83% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 927,700 | 3,395 | 0.0% | 0.0% | 20 | +14,800 | 1.62% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 769,559 | 2,916 | 0.0% | 0.0% | 21 | +357,383 | 86.71% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 772,776 | 2,829 | 0.0% | 0.0% | 22 | -167,809 | -17.84% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 695,598 | 2,545 | 0.0% | 0.0% | 23 | +600,964 | 635.04% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 677,745 | 2,480 | 0.0% | 0.0% | 24 | +615,991 | 997.49% | Q2 2026 | Aug 07, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 626,582 | 2,293 | 0.1% | 0.1% | 25 | -823,255 | -56.78% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 624,461 | 2,285 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 550,054 | 2,013 | 0.0% | 0.0% | 27 | +23,409 | 4.44% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 488,373 | 1,787 | 0.0% | 0.0% | 28 | +51,034 | 11.67% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 453,559 | 1,660 | 0.02% | 0.02% | 29 | +32,074 | 7.61% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 453,295 | 1,659 | 0.0% | 0.0% | 30 | -214,987 | -32.17% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 447,194 | 1,636 | 0.0% | 0.0% | 31 | -3,305 | -0.73% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 382,825 | 1,401 | 0.09% | 0.04% | 32 | +73,311 | 23.69% | Q2 2026 | Aug 06, 2026 |
| Minerva Advisors LLC | History | No change | 345,347 | 1,263 | 0.8% | 0.46% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Holdings, LLC | History | Added to | 243,847 | 892 | 0.27% | 0.16% | 34 | +6,267 | 2.64% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 238,275 | 872 | 0.0% | 0.0% | 35 | +51,713 | 27.72% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 232,570 | 851 | 0.0% | 0.0% | 36 | +155,114 | 200.26% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 223,397 | 817 | 0.0% | 0.0% | 37 | +39,676 | 21.6% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 202,870 | 742 | 0.0% | — | 38 | +202,870 | New | Q2 2026 | Sep 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 194,461 | 711 | 0.0% | 0.0% | 39 | +21,893 | 12.69% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 174,341 | 638 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 154,874 | 566 | 0.0% | 0.0% | 41 | +126,176 | 439.67% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 142,558 | 521 | 0.01% | 0.01% | 42 | -35,490 | -19.93% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 139,125 | 509 | 0.0% | 0.0% | 43 | -459,939 | -76.78% | Q2 2026 | Sep 02, 2026 |
| STRS OHIO | History | Added to | 131,100 | 479 | 0.0% | 0.0% | 44 | +14,500 | 12.44% | Q2 2026 | Jul 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 123,166 | 450 | 0.0% | 0.0% | 45 | +17,000 | 16.01% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 121,442 | 444 | 0.0% | 0.0% | 46 | -14,156 | -10.44% | Q2 2026 | Aug 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 111,713 | 408 | 0.14% | 0.07% | 47 | +26,101 | 30.49% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 102,500 | 375 | 0.01% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 100,413 | 367 | 0.0% | 0.0% | 49 | -415 | -0.41% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 96,473 | 353 | 0.0% | 0.0% | 50 | +45,458 | 89.11% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 94,757 | 346 | 0.0% | 0.0% | 51 | +21,862 | 29.99% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 85,878 | 314 | 0.0% | 0.0% | 52 | +33,164 | 62.91% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 83,077 | 304 | 0.0% | 0.0% | 53 | +62,044 | 294.98% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 81,959 | 299 | 0.0% | 0.0% | 54 | +4,247 | 5.47% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 80,069 | 293 | 0.0% | 0.0% | 55 | +32,408 | 68.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 72,318 | 265 | 0.0% | 0.0% | 56 | +2,434 | 3.48% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 69,843 | 255 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 120,754 | 249 | 0.0% | 0.0% | 58 | +11,200 | 10.22% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 60,675 | 246 | 0.0% | 0.0% | 59 | +36,676 | 152.82% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 65,492 | 239 | 0.0% | 0.0% | 60 | -4,369 | -6.25% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 60,018 | 219 | 0.0% | 0.0% | 61 | +22,391 | 59.51% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 59,348 | 217 | 0.0% | 0.0% | 62 | +15,861 | 36.47% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 59,003 | 215 | 0.0% | 0.0% | 63 | +30,503 | 107.03% | Q2 2026 | Aug 06, 2026 |
| Unifi Asset Management LP | History | Reduced | 57,905 | 211 | 0.08% | 0.07% | 64 | -57,905 | -50.0% | Q2 2026 | Aug 07, 2026 |
| Atom Investors LP | History | Reduced | 57,242 | 209 | 0.02% | 0.02% | 65 | -54,022 | -48.55% | Q2 2026 | Aug 14, 2026 |
| Potomac Capital Management, Inc. | History | Reduced | 50,000 | 183 | 0.12% | 0.17% | 67 | -45,600 | -47.7% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,216 | 183 | 0.0% | 0.0% | 66 | +36,922 | 277.73% | Q2 2026 | Aug 19, 2026 |
| BROWN ADVISORY INC | History | No change | 49,798 | 182 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 49,542 | 181 | 0.0% | 0.0% | 69 | +44,342 | 852.73% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 47,221 | 172 | 0.0% | 0.0% | 70 | -21,640 | -31.43% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 40,175 | 147 | 0.0% | 0.0% | 71 | -257,632 | -86.51% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | New | 39,645 | 145 | 0.02% | — | 72 | +39,645 | New | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 37,449 | 137 | 0.0% | 0.0% | 73 | +11,280 | 43.1% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 37,261 | 136 | 0.0% | 0.01% | 74 | -53,598 | -58.99% | Q2 2026 | Jul 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 35,359 | 129 | 0.0% | 0.0% | 75 | -8,232 | -18.88% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Partners, LLC | History | No change | 32,859 | 120 | 0.02% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 31,292 | 114 | 0.0% | 0.0% | 77 | +8,816 | 39.22% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | New | 31,054 | 113 | 0.01% | — | 78 | +31,054 | New | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 30,479 | 111 | 0.0% | 0.0% | 79 | +26,734 | 713.86% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 30,146 | 110 | 0.0% | 0.0% | 80 | -1,606 | -5.06% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 28,826 | 106 | 0.0% | — | 81 | +28,826 | New | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 28,474 | 104 | 0.0% | 0.0% | 82 | +17,588 | 161.57% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,094 | 102 | 0.0% | 0.0% | 83 | +18,056 | 179.88% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,566 | 97 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 25,869 | 94 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 24,040 | 87 | 0.0% | — | 86 | +23,910 | 18392.31% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 23,894 | 87 | 0.0% | 0.0% | 87 | +9,312 | 63.86% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 22,808 | 83 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 21,873 | 80 | 0.0% | 0.0% | 89 | -166,138 | -88.37% | Q2 2026 | Jul 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,433 | 78 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 20,908 | 76 | 0.01% | 0.0% | 91 | +12,783 | 157.33% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,600 | 75 | 0.0% | 0.0% | 92 | -5 | -0.02% | Q2 2026 | Jul 28, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 19,873 | 72 | 0.0% | 0.0% | 93 | +458 | 2.36% | Q2 2026 | Aug 10, 2026 |
| Pallas Capital Advisors LLC | History | New | 19,046 | 69 | 0.0% | — | 94 | +19,046 | New | Q2 2026 | Aug 07, 2026 |
| Retirement Solution LLC | History | No change | 18,800 | 68 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | Reduced | 18,527 | 67 | 0.0% | 0.0% | 96 | -25,535 | -57.95% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | New | 17,805 | 65 | 0.0% | — | 97 | +17,805 | New | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,300 | 63 | 0.0% | 0.0% | 98 | -1,567 | -8.31% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,427 | 63 | 0.0% | 0.0% | 99 | -62 | -0.35% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 30,661 | 63 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Emerald Advisors, LLC | History | No change | 17,292 | 63 | 0.01% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abel Hall, LLC | History | Added to | 17,024 | 62 | 0.01% | 0.01% | 102 | +4,163 | 32.37% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,975 | 58 | 0.0% | 0.0% | 103 | +3,704 | 30.18% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 14,883 | 54 | 0.0% | 0.0% | 104 | +2,087 | 16.31% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,377 | 48 | 0.0% | 0.0% | 105 | +669 | 5.26% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | New | 13,100 | 47 | 0.0% | — | 106 | +13,100 | New | Q2 2026 | Aug 07, 2026 |
| Callan Family Office, LLC | History | Added to | 12,156 | 44 | 0.0% | 0.0% | 107 | +1,106 | 10.01% | Q2 2026 | Aug 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 11,438 | 41 | 0.01% | — | 108 | +11,438 | New | Q2 2026 | Aug 14, 2026 |
| SWAN Capital LLC | History | No change | 11,000 | 40 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | New | 10,906 | 39 | 0.0% | — | 110 | +10,906 | New | Q2 2026 | Aug 12, 2026 |
| LeConte Wealth Management, LLC | History | New | 10,900 | 39 | 0.02% | — | 111 | +10,900 | New | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,479 | 38 | 0.0% | 0.0% | 112 | -213 | -1.99% | Q2 2026 | Sep 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,557 | 23 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 6,075 | 22 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 5,561 | 20 | 0.0% | — | 115 | +5,561 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 4,766 | 17 | 0.0% | 0.0% | 117 | +3,060 | 179.37% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,813 | 17 | 0.0% | 0.0% | 116 | -739 | -13.31% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 4,200 | 15 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,415 | 12 | 0.0% | 0.0% | 119 | +1,514 | 79.64% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 2,848 | 10 | 0.0% | 0.0% | 120 | -516 | -15.34% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,968 | 7 | 0.0% | 0.0% | 121 | -12,064 | -85.97% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,414 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,319 | 4 | 0.0% | 0.0% | 124 | +524 | 65.91% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Added to | 1,100 | 4 | 0.0% | 0.0% | 125 | +72 | 7.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,159 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 902 | 3 | 0.0% | 0.0% | 128 | -2,709 | -75.02% | Q2 2026 | Aug 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 882 | 3 | 0.0% | — | 126 | +416 | 89.27% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 828 | 3 | 0.0% | 0.0% | 129 | +217 | 35.52% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,049 | 3 | 0.0% | 0.0% | 127 | -173 | -14.16% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,051 | 3 | 0.0% | 0.0% | 130 | -21 | -1.96% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 677 | 2 | 0.0% | 0.0% | 132 | -691 | -50.51% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 550 | 2 | 0.0% | — | 133 | +339 | 160.66% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 589 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 474 | 1 | 0.0% | — | 137 | +474 | New | Q2 2026 | Aug 11, 2026 |
| Marquette Asset Management, LLC | History | New | 461 | 1 | 0.0% | — | 136 | +461 | New | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | Added to | 505 | 1 | 0.0% | — | 135 | +448 | 785.96% | Q2 2026 | Jul 16, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 491 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -205,513 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200,155 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193,427 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -120,265 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -116,739 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,626 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -29,583 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -21,088 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,750 | -100.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,153 | -100.0% | Q2 2026 | Aug 07, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -11,482 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,059 | -100.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -562 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -324 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | New | 248 | 0 | — | — | — | +248 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -143 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 107 | 0 | — | — | — | +107 | New | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -104 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 120 | 0 | — | — | — | +96 | 400.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 83 | 0 | — | — | — | +83 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -64 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 57 | 0 | — | — | — | +40 | 235.29% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 135 | 0 | — | — | — | +30 | 28.57% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Aug 13, 2026 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10 | 0 | — | — | — | -10 | -50.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 221 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Perspectives, Inc | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |