WINNEBAGO INDUSTRIES INC - WGO
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 | No change | 4,870,704 | 152,160 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maple Rock Capital Partners Inc. | History | No change | 1,559,231 | 48,710 | 0.96% | 0.96% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,685,995 | 44,459 | 0.13% | 0.16% | 3 | -23,536 | -1.38% | Q3 2026 | Oct 30, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,195,586 | 37,350 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,111,638 | 34,727 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,295,766 | 34,169 | 0.01% | 0.01% | 6 | +241,724 | 22.93% | Q3 2026 | Nov 04, 2026 |
| COOKE & BIELER LP | History | Reduced | 1,037,909 | 27,369 | 0.43% | 0.46% | 7 | -238,754 | -18.7% | Q3 2026 | Oct 21, 2026 |
| Capital World Investors | History | No change | 874,687 | 27,325 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 728,773 | 22,766 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 727,215 | 22,718 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 724,502 | 22,639 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 669,091 | 20,902 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 665,173 | 20,779 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 654,571 | 20,448 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 541,507 | 16,916 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 582,128 | 15,350 | 0.27% | 0.4% | 16 | -189,790 | -24.59% | Q3 2026 | Oct 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 454,403 | 14,195 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portman Square Capital LLP | History | Reduced | 451,000 | 11,892 | 0.67% | 0.86% | 18 | -130,900 | -22.5% | Q3 2026 | Oct 15, 2026 |
| Qube Research & Technologies Ltd | History | No change | 351,608 | 10,984 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 337,203 | 10,628 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 332,521 | 10,387 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 321,564 | 10,045 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 320,281 | 9,925 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 309,043 | 9,654 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 305,530 | 9,544 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 274,224 | 8,566 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 259,602 | 8,109 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 254,524 | 7,951 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 237,300 | 7,413 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 222,992 | 6,966 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 219,000 | 6,841 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 216,004 | 6,747 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 214,671 | 6,706 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 200,000 | 6,248 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 189,393 | 5,916 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 185,746 | 5,802 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 181,029 | 5,655 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 179,571 | 5,609 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 177,404 | 5,542 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| De Lisle Partners LLP | History | No change | 172,411 | 5,387 | 0.59% | 0.59% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 172,003 | 5,373 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 171,200 | 5,348 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 156,802 | 4,898 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caption Management, LLC | History | No change | 154,400 | 4,823 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LHM, INC. | History | No change | 153,707 | 4,801 | 1.64% | 1.64% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 152,968 | 4,779 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 176,239 | 4,647 | 0.0% | 0.0% | 47 | -12,001 | -6.38% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 140,805 | 4,398 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 139,665 | 4,363 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWWM, Inc. | History | No change | 129,757 | 4,053 | 0.3% | 0.3% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 127,659 | 3,988 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 124,190 | 3,879 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 118,006 | 3,686 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 117,877 | 3,682 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 135,054 | 3,561 | 0.0% | 0.0% | 55 | -1,543 | -1.13% | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | No change | 113,403 | 3,542 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 113,356 | 3,541 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 100,491 | 3,139 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | No change | 100,300 | 3,133 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 97,034 | 3,031 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 96,839 | 3,025 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 89,743 | 2,803 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 80,846 | 2,525 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CM Management, LLC | History | No change | 80,000 | 2,499 | 1.59% | 1.59% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 79,213 | 2,474 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,007 | 2,374 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 72,644 | 2,269 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 69,361 | 2,166 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers Brothers Inc. | History | No change | 66,050 | 2,063 | 0.2% | 0.2% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 65,800 | 2,055 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 64,671 | 2,020 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 62,757 | 1,960 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 62,482 | 1,951 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 61,799 | 1,931 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,724 | 1,928 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | No change | 58,750 | 1,835 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 57,282 | 1,789 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 53,900 | 1,683 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 53,443 | 1,669 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 61,238 | 1,614 | 0.0% | 0.0% | 80 | +28,901 | 89.37% | Q3 2026 | Nov 02, 2026 |
| GABELLI FUNDS LLC | History | No change | 49,500 | 1,546 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 48,912 | 1,528 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 48,843 | 1,525 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,454 | 1,452 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 54,807 | 1,445 | 0.11% | 0.14% | 85 | -446 | -0.81% | Q3 2026 | Oct 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 46,132 | 1,441 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 45,449 | 1,419 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 44,870 | 1,402 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 42,714 | 1,331 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Villanova Investment Management Co | History | No change | 49,165 | 1,296 | 1.29% | 1.46% | 90 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 39,770 | 1,242 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 38,186 | 1,192 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 32,561 | 1,017 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 32,346 | 1,010 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 29,855 | 932 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Graham Capital Management, L.P. | History | No change | 29,623 | 925 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 29,462 | 920 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 34,058 | 898 | 0.07% | 0.03% | 98 | +19,448 | 133.11% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 27,010 | 843 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 29,964 | 790 | 0.02% | 0.02% | 100 | -9,829 | -24.7% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 24,349 | 760 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 28,671 | 756 | 0.08% | 0.09% | 102 | +520 | 1.85% | Q3 2026 | Oct 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 23,504 | 734 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 23,513 | 734 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atom Investors LP | History | No change | 22,411 | 700 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 22,274 | 695 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 26,032 | 686 | 0.16% | 0.31% | 107 | -19,950 | -43.39% | Q3 2026 | Oct 14, 2026 |
| Inspire Investing, LLC | History | Added to | 24,043 | 634 | 0.03% | 0.03% | 108 | +2,659 | 12.43% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19,527 | 612 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 18,469 | 576 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,171 | 567 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 17,857 | 557 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 17,597 | 549 | 0.2% | 0.2% | 113 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 17,597 | 549 | 0.13% | 0.13% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,192 | 532 | 0.0% | 0.0% | 115 | -148 | -0.73% | Q3 2026 | Oct 22, 2026 |
| Teton Advisors, LLC | History | No change | 17,000 | 531 | 0.31% | 0.31% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 16,866 | 526 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | Added to | 19,877 | 524 | 0.04% | 0.04% | 118 | +459 | 2.36% | Q3 2026 | Oct 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 16,652 | 520 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,318 | 509 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,980 | 474 | 0.0% | 0.0% | 121 | -581 | -3.13% | Q3 2026 | Nov 05, 2026 |
| Jain Global LLC | History | No change | 14,919 | 466 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,284 | 446 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,387 | 432 | 0.0% | 0.0% | 124 | -11,367 | -40.96% | Q3 2026 | Oct 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,690 | 427 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 13,524 | 422 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 13,454 | 420 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,420 | 419 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,048 | 407 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,193 | 400 | 0.0% | 0.01% | 130 | -848 | -5.29% | Q3 2026 | Nov 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,809 | 400 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 12,611 | 393 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 14,239 | 375 | 0.1% | 0.11% | 133 | -84 | -0.59% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 13,965 | 368 | 0.0% | — | 134 | +13,965 | New | Q3 2026 | Nov 04, 2026 |
| ALLSTATE CORP | History | No change | 11,754 | 367 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 11,605 | 362 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,338 | 354 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| LPL Financial LLC | History | No change | 11,197 | 349 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,035 | 344 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,668 | 333 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,240 | 319 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,000 | 316 | 0.0% | 0.01% | 142 | -400 | -3.23% | Q3 2026 | Oct 20, 2026 |
| BESSEMER GROUP INC | History | No change | 9,870 | 309 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 9,262 | 289 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 9,169 | 286 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,000 | 281 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,798 | 274 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 10,219 | 269 | 0.0% | 0.0% | 148 | +891 | 9.55% | Q3 2026 | Oct 28, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 8,585 | 268 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8,500 | 265 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | New | 9,903 | 261 | 0.0% | — | 151 | +9,903 | New | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,513 | 250 | 0.0% | 0.0% | 152 | +8,226 | 639.16% | Q3 2026 | Oct 08, 2026 |
| Hudson Portfolio Management LLC | History | No change | 7,745 | 241 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 7,603 | 238 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,541 | 235 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,168 | 224 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,132 | 222 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,120 | 222 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,049 | 220 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,906 | 208 | 0.01% | 0.01% | 160 | +3 | 0.04% | Q3 2026 | Oct 13, 2026 |
| Verition Fund Management LLC | History | No change | 6,509 | 203 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,139 | 191 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,000 | 187 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,677 | 176 | 0.02% | 0.0% | 164 | +6,609 | 9719.12% | Q3 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Reduced | 6,538 | 172 | 0.0% | 0.0% | 166 | -9,794 | -59.97% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,527 | 172 | 0.0% | 0.0% | 165 | +656 | 11.17% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,359 | 167 | 0.0% | 0.0% | 167 | -100 | -1.55% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,252 | 164 | 0.0% | 0.0% | 168 | -4,559 | -42.17% | Q3 2026 | Oct 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,265 | 138 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,987 | 125 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient IA LP | History | No change | 3,540 | 110 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,921 | 91 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NFSG Corp | History | Added to | 3,200 | 84 | 0.01% | 0.01% | 173 | +1,450 | 82.86% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,679 | 83 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,535 | 79 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,366 | 73 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 2,504 | 66 | 0.03% | 0.04% | 177 | -83 | -3.21% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 1,995 | 62 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 1,533 | 40 | 0.0% | — | 179 | +1,533 | New | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,139 | 35 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,313 | 34 | 0.0% | 0.0% | 181 | +1,031 | 365.6% | Q3 2026 | Oct 01, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,087 | 33 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,070 | 33 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,042 | 32 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 901 | 28 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 954 | 25 | 0.0% | 0.0% | 186 | +565 | 145.24% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | Added to | 858 | 22 | 0.0% | 0.0% | 187 | +112 | 15.01% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 726 | 22 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 690 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 781 | 20 | 0.0% | — | 190 | +781 | New | Q3 2026 | Oct 15, 2026 |
| Nykredit A/S | History | No change | 617 | 19 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Key FInancial Inc | History | No change | 699 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| REXFORD CAPITAL INC | History | No change | 600 | 18 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 504 | 15 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 544 | 14 | 0.0% | 0.0% | 195 | -19 | -3.37% | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | New | 481 | 12 | 0.0% | — | 197 | +481 | New | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 400 | 12 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 342 | 11 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 396 | 10 | 0.0% | 0.0% | 199 | +235 | 145.96% | Q3 2026 | Oct 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 345 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 321 | 9 | 0.01% | 0.0% | 201 | +299 | 1359.09% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 314 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 250 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 206 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 210 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 170 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 213 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 180 | 4 | 0.0% | 0.0% | 209 | -32 | -15.09% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 183 | 4 | 0.0% | 0.0% | 211 | +29 | 18.83% | Q3 2026 | Nov 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 135 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 140 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 105 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | New | 108 | 2 | 0.0% | — | 221 | +108 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 107 | 2 | 0.0% | — | 217 | +105 | 5250.0% | Q3 2026 | Oct 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 89 | 2 | 0.0% | — | 222 | +89 | New | Q3 2026 | Oct 16, 2026 |
| FIRST HORIZON CORP | History | New | 79 | 2 | 0.0% | — | 220 | +79 | New | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 81 | 2 | 0.0% | 0.0% | 216 | -2 | -2.41% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 94 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 61 | 1 | 0.0% | — | 231 | +60 | 6000.0% | Q3 2026 | Oct 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 50 | 1 | 0.0% | — | 226 | +46 | 1150.0% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | New | 46 | 1 | 0.0% | — | 232 | +46 | New | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 75 | 1 | 0.0% | 0.0% | 228 | +32 | 74.42% | Q3 2026 | Oct 21, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 64 | 1 | 0.0% | 0.0% | 229 | +1 | 1.59% | Q3 2026 | Oct 21, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 230 | +1 | 2.17% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 66 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,300 | -100.0% | Q3 2026 | Nov 05, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,583 | -100.0% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,488 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -7,409 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Burk Holdings LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Nov 04, 2026 |
| Clark Wealth Partners | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 20, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 23, 2026 |
| Bell Investment Advisors, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 32 | 0 | — | — | — | +13 | 68.42% | Q3 2026 | Oct 22, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| James T. Borello RIA | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Leonteq Securities AG | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bogart Wealth, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| City State Bank | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |