Mastercraft Boat Holdings in (MCFT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Dimensional Fund Advisors LP

DECREASED

Shares1,049,374 from 1,050,526

Change-1,152 (0%)

Value$20.8M (-$6.3M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares428,374 from 439,588

Change-11,214 (-3%)

Value$8.5M (-$2.9M)

Filed 2026-11-06

CenterBook Partners LP

NEW

Shares405,321

Change+405,321

Value$8.0M

Filed 2026-11-02

Simcoe Capital LLC

INCREASED

Shares191,774 from 120,112

Change+71,662 (+60%)

Value$3.8M (+$695.8K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares77,650 from 76,284

Change+1,366 (+2%)

Value$1.5M (-$432.2K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares59,461 from 144,581

Change-85,120 (-59%)

Value$1.2M (-$2.6M)

Filed 2026-11-06

Wedge Capital Management L L P

DECREASED

Shares51,193 from 51,526

Change-333 (-1%)

Value$1.0M (-$316.8K)

Filed 2026-10-13

Inspire Investing, LLC

INCREASED

Shares32,009 from 26,510

Change+5,499 (+21%)

Value$633.8K (-$50.7K)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

NEW

Shares29,044

Change+29,044

Value$575.1K

Filed 2026-10-16

Deutsche Bank Ag\

DECREASED

Shares15,715 from 18,001

Change-2,286 (-13%)

Value$311.2K (-$153.6K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares11,299 from 8,938

Change+2,361 (+26%)

Value$223.7K (-$7.1K)

Filed 2026-10-13

Fifth Third Bancorp

UNCHANGED

Shares9,970 from 9,970

Change0 (0%)

Value$197.4K (-$60.0K)

Filed 2026-11-05

State of Wyoming

DECREASED

Shares8,569 from 9,274

Change-705 (-8%)

Value$169.7K (-$69.8K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares8,317 from 7,911

Change+406 (+5%)

Value$164.7K (-$39.6K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares8,038 from 5,256

Change+2,782 (+53%)

Value$159.2K (+$23.4K)

Filed 2026-11-06

State of Alaska, Department of Revenue

INCREASED

Shares3,543 from 2,264

Change+1,279 (+56%)

Value$69 (-$57.9K)

Filed 2026-10-15

Versant Capital Management, Inc

INCREASED

Shares2,527 from 851

Change+1,676 (+197%)

Value$50.0K (+$28.1K)

Filed 2026-10-02

New York State Teachers Retirement System

UNCHANGED

Shares1,629 from 1,629

Change0 (0%)

Value$32 (-$42.0K)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares898 from 8,508

Change-7,610 (-89%)

Value$17.8K (-$201.9K)

Filed 2026-11-04

Simplex Trading, LLC

NEW

Shares691

Change+691

Value$13.7K

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares688 from 688

Change0 (0%)

Value$13.6K (-$4.1K)

Filed 2026-10-20

Gamma Investing LLC

INCREASED

Shares576 from 505

Change+71 (+14%)

Value$11.4K (-$1.6K)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

DECREASED

Shares435 from 445

Change-10 (-2%)

Value$9 (-$2)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares386 from 340

Change+46 (+14%)

Value$7.6K (-$1.1K)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares229 from 281

Change-52 (-19%)

Value$4.5K (-$2.7K)

Filed 2026-10-08

SBI Securities Co., Ltd.

DECREASED

Shares145 from 151

Change-6 (-4%)

Value$2.9K (-$1.0K)

Filed 2026-10-22

Larson Financial Group LLC

INCREASED

Shares117 from 54

Change+63 (+117%)

Value$2.3K (+$923)

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$2.1K (-$651)

Filed 2026-10-23

Allworth Financial LP

DECREASED

Shares90 from 91

Change-1 (-1%)

Value$2.3K (-$24)

Filed 2026-11-06

Silver Grove Financial Group, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$1.7K (-$512)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares73 from 109

Change-36 (-33%)

Value$1.4K (-$1.4K)

Filed 2026-10-05

SJS Investment Consulting Inc.

NEW

Shares69

Change+69

Value$1.4K

Filed 2026-10-26

Parkside Financial Bank & Trust

INCREASED

Shares55 from 30

Change+25 (+83%)

Value$1.1K (+$314)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares30

Change+30

Value$594

Filed 2026-11-03

Essential Partners LLC

INCREASED

Shares23 from 1

Change+22 (+2200%)

Value$455 (+$429)

Filed 2026-10-14

Triumph Capital Management

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$376 (-$115)

Filed 2026-10-14

Abound Wealth Management

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$357 (-$108)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares15

Change+15

Value$297

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

INCREASED

Shares13 from 2

Change+11 (+550%)

Value$257 (+$205)

Filed 2026-10-29

Country Trust Bank

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$257 (-$79)

Filed 2026-10-30

US Bancorp \de\

NEW

Shares12

Change+12

Value$238

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares12 from 244

Change-232 (-95%)

Value$0 (-$7)

Filed 2026-10-30

Assetmark, Inc

DECREASED

Shares10 from 562

Change-552 (-98%)

Value$198 (-$14.3K)

Filed 2026-10-21

EverSource Wealth Advisors, LLC

INCREASED

Shares10 from 8

Change+2 (+25%)

Value$198 (-$9)

Filed 2026-11-04

Deprince Race & Zollo Inc

CLOSED

Shares0 from 100,869

Change-100,869 (-100%)

Value$0 (-$2.6M)

Filed 2026-10-13

Ellsworth Advisors, LLC

CLOSED

Shares0 from 34,941

Change-34,941 (-100%)

Value$0 (-$860.2K)

Filed 2026-10-15

Strs Ohio

CLOSED

Shares0 from 22,100

Change-22,100 (-100%)

Value$0 (-$570.6K)

Filed 2026-10-30

Truist Financial Corp

CLOSED

Shares0 from 12,619

Change-12,619 (-100%)

Value$0 (-$325.8K)

Filed 2026-10-30

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 11,562

Change-11,562 (-100%)

Value$0 (-$298.5K)

Filed 2026-10-28

Creative Planning

CLOSED

Shares0 from 8,589

Change-8,589 (-100%)

Value$0 (-$221.8K)

Filed 2026-11-02

LPL Financial LLC

CLOSED

Shares0 from 8,298

Change-8,298 (-100%)

Value$0 (-$214.3K)

Filed 2026-11-06

Financial Management Professionals, Inc.

CLOSED

Shares0 from 1,236

Change-1,236 (-100%)

Value$0 (-$31.9K)

Filed 2026-10-23

Richardson Financial Services Inc.

CLOSED

Shares0 from 849

Change-849 (-100%)

Value$0 (-$21.9K)

Filed 2026-10-30

Parallel Advisors, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$5.2K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$838)

Filed 2026-10-16

True Wealth Design, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$723)

Filed 2026-10-13

Coliseum Capital Management, LLC

N/A

Shares— from 3,697,422

Change-3,697,422 (-100%)

Value—

Forager Capital Management, LLC

N/A

Shares— from 1,451,074

Change-1,451,074 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,428,953

Change-1,428,953 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 1,068,357

Change-1,068,357 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 782,616

Change-782,616 (-100%)

Value—

Divisar Capital Management LLC

N/A

Shares— from 672,276

Change-672,276 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 596,179

Change-596,179 (-100%)

Value—

Pillsbury Lake Capital LLC

N/A

Shares— from 499,107

Change-499,107 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 411,897

Change-411,897 (-100%)

Value—

State Street Corp

N/A

Shares— from 391,434

Change-391,434 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 390,110

Change-390,110 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 325,969

Change-325,969 (-100%)

Value—

Clark Capital Management Group, Inc.

N/A

Shares— from 321,356

Change-321,356 (-100%)

Value—

LHM, Inc.

N/A

Shares— from 219,363

Change-219,363 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 215,971

Change-215,971 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 203,170

Change-203,170 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 191,460

Change-191,460 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 175,280

Change-175,280 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 165,249

Change-165,249 (-100%)

Value—

Gratia Capital, LLC

N/A

Shares— from 153,917

Change-153,917 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 150,118

Change-150,118 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 141,866

Change-141,866 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 137,328

Change-137,328 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 123,124

Change-123,124 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 117,614

Change-117,614 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 110,143

Change-110,143 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 106,568

Change-106,568 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 101,455

Change-101,455 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 75,006

Change-75,006 (-100%)

Value—

1060 Capital, LLC

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 65,495

Change-65,495 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 53,940

Change-53,940 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 52,588

Change-52,588 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 51,736

Change-51,736 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 46,241

Change-46,241 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 45,392

Change-45,392 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 43,221

Change-43,221 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 42,200

Change-42,200 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 41,825

Change-41,825 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 41,040

Change-41,040 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 37,635

Change-37,635 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 33,142

Change-33,142 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 32,399

Change-32,399 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 29,270

Change-29,270 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 23,334

Change-23,334 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 22,704

Change-22,704 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 21,750

Change-21,750 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 21,341

Change-21,341 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 21,212

Change-21,212 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 19,606

Change-19,606 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 18,390

Change-18,390 (-100%)

Value—

Hanover Advisors Inc

N/A

Shares— from 18,127

Change-18,127 (-100%)

Value—

Bristlecone Value Partners, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 16,313

Change-16,313 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,722

Change-15,722 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 15,700

Change-15,700 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 15,679

Change-15,679 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 15,230

Change-15,230 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 13,614

Change-13,614 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 13,421

Change-13,421 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 12,811

Change-12,811 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 12,671

Change-12,671 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,418

Change-12,418 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 11,944

Change-11,944 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,785

Change-10,785 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,502

Change-10,502 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 10,439

Change-10,439 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,691

Change-9,691 (-100%)

Value—

Berkshire Asset Management LLC

N/A

Shares— from 9,600

Change-9,600 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,010

Change-9,010 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,637

Change-8,637 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 8,470

Change-8,470 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,215

Change-8,215 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 7,887

Change-7,887 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,140

Change-6,140 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,192

Change-5,192 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 4,546

Change-4,546 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 3,063

Change-3,063 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,708

Change-2,708 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,803

Change-1,803 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,788

Change-1,788 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,278

Change-1,278 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,023

Change-1,023 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,017

Change-1,017 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 916

Change-916 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 815

Change-815 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 665

Change-665 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 593

Change-593 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 366

Change-366 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 311

Change-311 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 251

Change-251 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 213

Change-213 (-100%)

Value—

Quarry LP

N/A

Shares— from 204

Change-204 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 164

Change-164 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 55

Change-55 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 29

Change-29 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 28

Change-28 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 15

Change-15 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 6

Change-6 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,049,374	1,050,526	-1,152	0%	$27.1M	$20.8M	-$6.3M	2026-11-04
Geode Capital Management, LLC	DECREASED	428,374	439,588	-11,214	-3%	$11.4M	$8.5M	-$2.9M	2026-11-06
CenterBook Partners LP	NEW	405,321	—	+405,321	—	—	$8.0M	—	2026-11-02
Simcoe Capital LLC	INCREASED	191,774	120,112	+71,662	+60%	$3.1M	$3.8M	+$695.8K	2026-11-05
Bank of New York Mellon Corp	INCREASED	77,650	76,284	+1,366	+2%	$2.0M	$1.5M	-$432.2K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	59,461	144,581	-85,120	-59%	$3.7M	$1.2M	-$2.6M	2026-11-06
Wedge Capital Management L L P	DECREASED	51,193	51,526	-333	-1%	$1.3M	$1.0M	-$316.8K	2026-10-13
Inspire Investing, LLC	INCREASED	32,009	26,510	+5,499	+21%	$684.5K	$633.8K	-$50.7K	2026-10-22
Y-Intercept (Hong Kong) Ltd	NEW	29,044	—	+29,044	—	—	$575.1K	—	2026-10-16
Deutsche Bank Ag\	DECREASED	15,715	18,001	-2,286	-13%	$464.8K	$311.2K	-$153.6K	2026-11-06
Hennion & Walsh Asset Management, Inc.	INCREASED	11,299	8,938	+2,361	+26%	$230.8K	$223.7K	-$7.1K	2026-10-13
Fifth Third Bancorp	UNCHANGED	9,970	9,970	0	0%	$257.4K	$197.4K	-$60.0K	2026-11-05
State of Wyoming	DECREASED	8,569	9,274	-705	-8%	$239.5K	$169.7K	-$69.8K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	8,317	7,911	+406	+5%	$204.3K	$164.7K	-$39.6K	2026-11-06
Barclays PLC	INCREASED	8,038	5,256	+2,782	+53%	$135.7K	$159.2K	+$23.4K	2026-11-06
State of Alaska, Department of Revenue	INCREASED	3,543	2,264	+1,279	+56%	$58.0K	$69	-$57.9K	2026-10-15
Versant Capital Management, Inc	INCREASED	2,527	851	+1,676	+197%	$22.0K	$50.0K	+$28.1K	2026-10-02
New York State Teachers Retirement System	UNCHANGED	1,629	1,629	0	0%	$42.0K	$32	-$42.0K	2026-10-22
Citigroup Inc	DECREASED	898	8,508	-7,610	-89%	$219.7K	$17.8K	-$201.9K	2026-11-04
Simplex Trading, LLC	NEW	691	—	+691	—	—	$13.7K	—	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	688	688	0	0%	$17.8K	$13.6K	-$4.1K	2026-10-20
Gamma Investing LLC	INCREASED	576	505	+71	+14%	$13.0K	$11.4K	-$1.6K	2026-10-08
Harbor Capital Advisors, Inc.	DECREASED	435	445	-10	-2%	$11	$9	-$2	2026-10-22
Sterling Capital Management LLC	INCREASED	386	340	+46	+14%	$8.8K	$7.6K	-$1.1K	2026-10-22
Farther Finance Advisors, LLC	DECREASED	229	281	-52	-19%	$7.2K	$4.5K	-$2.7K	2026-10-08
SBI Securities Co., Ltd.	DECREASED	145	151	-6	-4%	$3.9K	$2.9K	-$1.0K	2026-10-22
Larson Financial Group LLC	INCREASED	117	54	+63	+117%	$1.4K	$2.3K	+$923	2026-11-05
Signaturefd, LLC	UNCHANGED	108	108	0	0%	$2.8K	$2.1K	-$651	2026-10-23
Allworth Financial LP	DECREASED	90	91	-1	-1%	$2.3K	$2.3K	-$24	2026-11-06
Silver Grove Financial Group, Inc.	UNCHANGED	85	85	0	0%	$2.2K	$1.7K	-$512	2026-11-05
MassMutual Private Wealth & Trust, FSB	DECREASED	73	109	-36	-33%	$2.8K	$1.4K	-$1.4K	2026-10-05
SJS Investment Consulting Inc.	NEW	69	—	+69	—	—	$1.4K	—	2026-10-26
Parkside Financial Bank & Trust	INCREASED	55	30	+25	+83%	$775	$1.1K	+$314	2026-10-27
Ascentis Wealth Management, LLC	NEW	30	—	+30	—	—	$594	—	2026-11-03
Essential Partners LLC	INCREASED	23	1	+22	+2200%	$26	$455	+$429	2026-10-14
Triumph Capital Management	UNCHANGED	19	19	0	0%	$491	$376	-$115	2026-10-14
Abound Wealth Management	UNCHANGED	18	18	0	0%	$465	$357	-$108	2026-10-26
Root Financial Partners, LLC	NEW	15	—	+15	—	—	$297	—	2026-10-21
Caitong International Asset Management Co., Ltd	INCREASED	13	2	+11	+550%	$52	$257	+$205	2026-10-29
Country Trust Bank	UNCHANGED	13	13	0	0%	$336	$257	-$79	2026-10-30
US Bancorp \de\	NEW	12	—	+12	—	—	$238	—	2026-11-05
Covestor Ltd	DECREASED	12	244	-232	-95%	$7	$0	-$7	2026-10-30
Assetmark, Inc	DECREASED	10	562	-552	-98%	$14.5K	$198	-$14.3K	2026-10-21
EverSource Wealth Advisors, LLC	INCREASED	10	8	+2	+25%	$207	$198	-$9	2026-11-04
Deprince Race & Zollo Inc	CLOSED	0	100,869	-100,869	-100%	$2.6M	$0	-$2.6M	2026-10-13
Ellsworth Advisors, LLC	CLOSED	0	34,941	-34,941	-100%	$860.2K	$0	-$860.2K	2026-10-15
Strs Ohio	CLOSED	0	22,100	-22,100	-100%	$570.6K	$0	-$570.6K	2026-10-30
Truist Financial Corp	CLOSED	0	12,619	-12,619	-100%	$325.8K	$0	-$325.8K	2026-10-30
Exchange Traded Concepts, LLC	CLOSED	0	11,562	-11,562	-100%	$298.5K	$0	-$298.5K	2026-10-28
Creative Planning	CLOSED	0	8,589	-8,589	-100%	$221.8K	$0	-$221.8K	2026-11-02
LPL Financial LLC	CLOSED	0	8,298	-8,298	-100%	$214.3K	$0	-$214.3K	2026-11-06
Financial Management Professionals, Inc.	CLOSED	0	1,236	-1,236	-100%	$31.9K	$0	-$31.9K	2026-10-23
Richardson Financial Services Inc.	CLOSED	0	849	-849	-100%	$21.9K	$0	-$21.9K	2026-10-30
Parallel Advisors, LLC	CLOSED	0	200	-200	-100%	$5.2K	$0	-$5.2K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	34	-34	-100%	$838	$0	-$838	2026-10-16
True Wealth Design, LLC	CLOSED	0	28	-28	-100%	$723	$0	-$723	2026-10-13
Coliseum Capital Management, LLC	N/A	—	3,697,422	-3,697,422	-100%	$95.5M	—	—	—
Forager Capital Management, LLC	N/A	—	1,451,074	-1,451,074	-100%	$37.5M	—	—	—
BlackRock, Inc.	N/A	—	1,428,953	-1,428,953	-100%	$36.9M	—	—	—
Systematic Financial Management LP	N/A	—	1,068,357	-1,068,357	-100%	$27.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	782,616	-782,616	-100%	$20.2M	—	—	—
Divisar Capital Management LLC	N/A	—	672,276	-672,276	-100%	$17.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	596,179	-596,179	-100%	$15.4M	—	—	—
Pillsbury Lake Capital LLC	N/A	—	499,107	-499,107	-100%	$12.9M	—	—	—
Royce & Associates LP	N/A	—	411,897	-411,897	-100%	$10.6M	—	—	—
State Street Corp	N/A	—	391,434	-391,434	-100%	$10.1M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	390,110	-390,110	-100%	$10.1M	—	—	—
American Century Companies Inc	N/A	—	325,969	-325,969	-100%	$8.4M	—	—	—
Clark Capital Management Group, Inc.	N/A	—	321,356	-321,356	-100%	$8.3M	—	—	—
LHM, Inc.	N/A	—	219,363	-219,363	-100%	$5.7M	—	—	—
De Lisle Partners LLP	N/A	—	215,971	-215,971	-100%	$5.6M	—	—	—
Franklin Resources Inc	N/A	—	203,170	-203,170	-100%	$5.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	191,460	-191,460	-100%	$4.9M	—	—	—
Marshall Wace, LLP	N/A	—	175,280	-175,280	-100%	$4.5M	—	—	—
Northern Trust Corp	N/A	—	165,249	-165,249	-100%	$4.3M	—	—	—
Gratia Capital, LLC	N/A	—	153,917	-153,917	-100%	$4.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	150,118	-150,118	-100%	$3.9M	—	—	—
Prelude Capital Management, LLC	N/A	—	141,866	-141,866	-100%	$3.7M	—	—	—
Renaissance Technologies LLC	N/A	—	137,328	-137,328	-100%	$3.5M	—	—	—
Prudential Financial Inc	N/A	—	123,124	-123,124	-100%	$3.2M	—	—	—
Lazard Asset Management LLC	N/A	—	117,614	-117,614	-100%	$3.0M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	110,143	-110,143	-100%	$2.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	106,568	-106,568	-100%	$2.8M	—	—	—
Boothbay Fund Management, LLC	N/A	—	101,455	-101,455	-100%	$2.6M	—	—	—
Quantinno Capital Management LP	N/A	—	75,006	-75,006	-100%	$1.9M	—	—	—
1060 Capital, LLC	N/A	—	75,000	-75,000	-100%	$1.9M	—	—	—
Mork Capital Management, LLC	N/A	—	70,000	-70,000	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	65,495	-65,495	-100%	$1.7M	—	—	—
Gabelli Funds LLC	N/A	—	53,940	-53,940	-100%	$1.4M	—	—	—
Morgan Stanley	N/A	—	52,588	-52,588	-100%	$1.4M	—	—	—
Teton Advisors, LLC	N/A	—	51,736	-51,736	-100%	$1.3M	—	—	—
Bank of America Corp	N/A	—	46,241	-46,241	-100%	$1.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	45,392	-45,392	-100%	$1.2M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	43,221	-43,221	-100%	$1.1M	—	—	—
Victory Capital Management Inc	N/A	—	42,200	-42,200	-100%	$1.1M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	41,825	-41,825	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	41,040	-41,040	-100%	$1.1M	—	—	—
AQR Capital Management LLC	N/A	—	37,635	-37,635	-100%	$971.7K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	33,142	-33,142	-100%	$855.7K	—	—	—
Invesco Ltd.	N/A	—	32,399	-32,399	-100%	$836.5K	—	—	—
Ancora Advisors LLCA	N/A	—	29,270	-29,270	-100%	$755.8K	—	—	—
Rhumbline Advisers	N/A	—	23,334	-23,334	-100%	$602.5K	—	—	—
Engineers Gate Manager LP	N/A	—	22,704	-22,704	-100%	$586.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	21,750	-21,750	-100%	$561.6K	—	—	—
Alliancebernstein L.P.	N/A	—	21,341	-21,341	-100%	$437.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	21,212	-21,212	-100%	$547.7K	—	—	—
Empowered Funds, LLC	N/A	—	19,606	-19,606	-100%	$506.2K	—	—	—
Millennium Management LLC	N/A	—	18,390	-18,390	-100%	$474.8K	—	—	—
Hanover Advisors Inc	N/A	—	18,127	-18,127	-100%	$468.0K	—	—	—
Bristlecone Value Partners, LLC	N/A	—	17,000	-17,000	-100%	$438.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	16,313	-16,313	-100%	$421.2K	—	—	—
Wells Fargo & Company	N/A	—	15,722	-15,722	-100%	$406.0K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	15,700	-15,700	-100%	$405.4K	—	—	—
Inspire Advisors, LLC	N/A	—	15,679	-15,679	-100%	$404.8K	—	—	—
SEI Investments Co	N/A	—	15,230	-15,230	-100%	$393.2K	—	—	—
EntryPoint Capital, LLC	N/A	—	13,614	-13,614	-100%	$351.5K	—	—	—
Trexquant Investment LP	N/A	—	13,421	-13,421	-100%	$346.5K	—	—	—
Two Sigma Investments, LP	N/A	—	12,811	-12,811	-100%	$330.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	12,671	-12,671	-100%	$327.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	12,418	-12,418	-100%	$320.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	11,944	-11,944	-100%	$308.4K	—	—	—
XTX Topco Ltd	N/A	—	10,785	-10,785	-100%	$278.5K	—	—	—
FMR LLC	N/A	—	10,502	-10,502	-100%	$271.2K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	10,439	-10,439	-100%	$269.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,691	-9,691	-100%	$250.2K	—	—	—
Berkshire Asset Management LLC	N/A	—	9,600	-9,600	-100%	$247.9K	—	—	—
New York State Common Retirement Fund	N/A	—	9,010	-9,010	-100%	$232.6K	—	—	—
MML Investors Services, LLC	N/A	—	8,637	-8,637	-100%	$223.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	8,470	-8,470	-100%	$218.7K	—	—	—
JPMorgan Chase & Co	N/A	—	8,215	-8,215	-100%	$210.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	7,887	-7,887	-100%	$203.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,770	-7,770	-100%	$200.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,140	-6,140	-100%	$158.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,192	-5,192	-100%	$134.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	4,546	-4,546	-100%	$117.4K	—	—	—
Meeder Asset Management Inc	N/A	—	3,063	-3,063	-100%	$79.1K	—	—	—
Royal Bank of Canada	N/A	—	2,708	-2,708	-100%	$70.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,803	-1,803	-100%	$46.6K	—	—	—
Legal & General Group Plc	N/A	—	1,788	-1,788	-100%	$46.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,278	-1,278	-100%	$33.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,023	-1,023	-100%	$26.4K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,017	-1,017	-100%	$26.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	916	-916	-100%	$23.7K	—	—	—
Peak6 LLC	N/A	—	815	-815	-100%	$21.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	665	-665	-100%	$17.0K	—	—	—
Arax Advisory Partners	N/A	—	593	-593	-100%	$15.3K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	366	-366	-100%	$9.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	311	-311	-100%	$7.9K	—	—	—
California State Teachers Retirement System	N/A	—	251	-251	-100%	$6.5K	—	—	—
Continuum Advisory, LLC	N/A	—	213	-213	-100%	$5.5K	—	—	—
Quarry LP	N/A	—	204	-204	-100%	$5.3K	—	—	—
Federated Hermes, Inc.	N/A	—	164	-164	-100%	$4.2K	—	—	—
Rothschild Investment LLC	N/A	—	70	-70	-100%	$1.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	55	-55	-100%	$1.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	32	-32	-100%	$826	—	—	—
BFC Planning, Inc.	N/A	—	29	-29	-100%	$749	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	29	-29	-100%	$749	—	—	—
Rockefeller Capital Management L.P.	N/A	—	28	-28	-100%	$737	—	—	—
Brown Brothers Harriman & Co	N/A	—	15	-15	-100%	$387	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	6	-6	-100%	$155	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$78	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$26	—	—	—

Showing 162 of 162 institutions