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Aevex Corp (AVEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
INCREASED
Shares1,730,309 from 1,718,681
Change+11,628 (+1%)
Value$26.2M (-$9.7M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares532,793 from 509,238
Change+23,555 (+5%)
Value$8.1M (-$2.6M)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares98,500 from 61,200
Change+37,300 (+61%)
Value$1.5M (+$212.8K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares67,947 from 51,903
Change+16,044 (+31%)
Value$1.0M (-$55.5K)
Filed 2026-11-05
Perkins Capital Management Inc
NEW
Shares63,575
Change+63,575
Value$962.5K
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares42,369 from 44,000
Change-1,631 (-4%)
Value$641.5K (-$277.7K)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares38,900 from 38,900
Change0 (0%)
Value$588.9K (-$223.7K)
Filed 2026-11-05
Carret Asset Management, LLC
NEW
Shares32,810
Change+32,810
Value$496.7K
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares29,512 from 32,391
Change-2,879 (-9%)
Value$446.8K (-$229.8K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares18,484 from 8,467
Change+10,017 (+118%)
Value$279.8K (+$103.0K)
Filed 2026-11-04
ARS Investment Partners, LLC
INCREASED
Shares17,879 from 10,072
Change+7,807 (+78%)
Value$270.7K (+$60.3K)
Filed 2026-11-05
Creative Planning
NEW
Shares17,395
Change+17,395
Value$263.4K
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares15,301 from 114,000
Change-98,699 (-87%)
Value$231.7K (-$2.1M)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
NEW
Shares13,900
Change+13,900
Value$210.4K
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares9,093 from 5,921
Change+3,172 (+54%)
Value$137.7K (+$14.0K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
NEW
Shares8,590
Change+8,590
Value$130.1K
Filed 2026-11-03
Barclays PLC
DECREASED
Shares7,823 from 13,485
Change-5,662 (-42%)
Value$118.4K (-$163.3K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares5,402 from 2,100
Change+3,302 (+157%)
Value$81.8K (+$37.9K)
Filed 2026-10-22
State of Alaska, Department of Revenue
NEW
Shares3,007
Change+3,007
Value$45
Filed 2026-10-15
Pilgrim Partners Asia Pte Ltd
NEW
Shares1,960
Change+1,960
Value$29.7K
Filed 2026-10-29
Simplex Trading, LLC
DECREASED
Shares1,847 from 16,950
Change-15,103 (-89%)
Value$28.0K (-$326.1K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,686 from 1,446
Change+240 (+17%)
Value$25.5K (-$4.7K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares983 from 514
Change+469 (+91%)
Value$14.9K (+$4.1K)
Filed 2026-11-05
Pittenger & Anderson Inc
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$12.9K (-$4.9K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$12.3K (-$4.7K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares759 from 750
Change+9 (+1%)
Value$11.5K (-$4.2K)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares573 from 95
Change+478 (+503%)
Value$8.7K (+$6.7K)
Filed 2026-10-22
Clearstead Advisors, LLC
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$8.0K (-$3.0K)
Filed 2026-11-06
US Bancorp \de\
NEW
Shares445
Change+445
Value$6.7K
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares401
Change+401
Value$6.1K
Filed 2026-10-08
Madden Securities Corp
NEW
Shares400
Change+400
Value$6.1K
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$5.7K (-$2.2K)
Filed 2026-10-19
Investors Research Corp
NEW
Shares372
Change+372
Value$5.6K
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$4.8K (-$1.8K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
NEW
Shares312
Change+312
Value$4.7K
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares288 from 50
Change+238 (+476%)
Value$4.4K (+$3.3K)
Filed 2026-10-23
SJS Investment Consulting Inc.
NEW
Shares267
Change+267
Value$4.0K
Filed 2026-10-26
Fortitude Family Office, LLC
NEW
Shares247
Change+247
Value$3.7K
Filed 2026-10-14
PNC Financial Services Group, Inc.
DECREASED
Shares245 from 5,575
Change-5,330 (-96%)
Value$3.7K (-$112.8K)
Filed 2026-11-06
Leonteq Securities AG
DECREASED
Shares216 from 716
Change-500 (-70%)
Value$3.3K (-$11.7K)
Filed 2026-10-29
Parallel Advisors, LLC
NEW
Shares191
Change+191
Value$2.9K
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
NEW
Shares172
Change+172
Value$2.6K
Filed 2026-10-05
Jacobi Capital Management LLC
NEW
Shares150
Change+150
Value$2.3K
Filed 2026-11-05
Gamma Investing LLC
NEW
Shares147
Change+147
Value$2.2K
Filed 2026-10-08
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.5K (-$575)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
NEW
Shares30
Change+30
Value$455
Filed 2026-11-05
Essential Partners LLC
NEW
Shares30
Change+30
Value$454
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares21
Change+21
Value$317
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$335 ($0)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares2
Change+2
Value$30
Filed 2026-10-21
Nisa Investment Advisors, LLC
NEW
Shares2
Change+2
Value$30
Filed 2026-10-20
Imc-Chicago, LLC
CLOSED
Shares0 from 19,057
Change-19,057 (-100%)
Value$0 (-$398.1K)
Filed 2026-11-05
Mariner Investment Group LLC
CLOSED
Shares0 from 13,528
Change-13,528 (-100%)
Value$0 (-$282.6K)
Filed 2026-11-04
Private Capital Advisors, Inc.
CLOSED
Shares0 from 9,940
Change-9,940 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$85.2K)
Filed 2026-10-29
Strs Ohio
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$73.1K)
Filed 2026-10-30
State of Wyoming
CLOSED
Shares0 from 3,007
Change-3,007 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-28
Golden State Wealth Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-02
FNY Investment Advisers, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 ($0)
Filed 2026-10-16
Axiom Investment Management LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$418)
Filed 2026-11-03
Avion Wealth
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 ($0)
Filed 2026-11-04
Fidelity National Financial, Inc.
N/A
Shares— from 5,937,500
Change-5,937,500 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,447,774
Change-3,447,774 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,169,293
Change-2,169,293 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,445,032
Change-1,445,032 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,369,363
Change-1,369,363 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,119,755
Change-1,119,755 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,040,071
Change-1,040,071 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 952,774
Change-952,774 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 588,253
Change-588,253 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 576,209
Change-576,209 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 566,443
Change-566,443 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 538,568
Change-538,568 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 431,291
Change-431,291 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 389,470
Change-389,470 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 381,457
Change-381,457 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 345,111
Change-345,111 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 341,108
Change-341,108 (-100%)
Value—
Westerly Capital Management, LLC
N/A
Shares— from 340,000
Change-340,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 329,580
Change-329,580 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 325,000
Change-325,000 (-100%)
Value—
Kailix Advisors LLC
N/A
Shares— from 317,150
Change-317,150 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 301,280
Change-301,280 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 301,080
Change-301,080 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 263,826
Change-263,826 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 257,447
Change-257,447 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 251,545
Change-251,545 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 232,037
Change-232,037 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 225,932
Change-225,932 (-100%)
Value—
Norges Bank
N/A
Shares— from 209,293
Change-209,293 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 207,402
Change-207,402 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 198,614
Change-198,614 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 191,938
Change-191,938 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 170,995
Change-170,995 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 161,716
Change-161,716 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 161,201
Change-161,201 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 151,144
Change-151,144 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 141,728
Change-141,728 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 138,888
Change-138,888 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 136,821
Change-136,821 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 124,592
Change-124,592 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Wolfswood Holdings, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 98,953
Change-98,953 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 86,353
Change-86,353 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 63,592
Change-63,592 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 59,000
Change-59,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 55,861
Change-55,861 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 53,183
Change-53,183 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 52,315
Change-52,315 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 43,818
Change-43,818 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 38,748
Change-38,748 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 36,110
Change-36,110 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 31,250
Change-31,250 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 31,192
Change-31,192 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 26,777
Change-26,777 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 25,804
Change-25,804 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,384
Change-20,384 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,054
Change-15,054 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,339
Change-12,339 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,207
Change-11,207 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Texas Permanent School Fund Corp
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Rudius Management LP
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,894
Change-9,894 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 9,785
Change-9,785 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 9,715
Change-9,715 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,184
Change-8,184 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 918
Change-918 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
FMR LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 274
Change-274 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 249
Change-249 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 31
Change-31 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Principal Financial Group Inc
INCREASED1,730,3091,718,681+11,628+1%$35.9M$26.2M-$9.7M2026-11-02
Geode Capital Management, LLC
INCREASED532,793509,238+23,555+5%$10.6M$8.1M-$2.6M2026-11-06
Verus Capital Partners, LLC
INCREASED98,50061,200+37,300+61%$1.3M$1.5M+$212.8K2026-11-03
Bank of New York Mellon Corp
INCREASED67,94751,903+16,044+31%$1.1M$1.0M-$55.5K2026-11-05
Perkins Capital Management Inc
NEW63,575—+63,575——$962.5K—2026-11-02
Kornitzer Capital Management Inc
DECREASED42,36944,000-1,631-4%$919.2K$641.5K-$277.7K2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED38,90038,90000%$812.6K$588.9K-$223.7K2026-11-05
Carret Asset Management, LLC
NEW32,810—+32,810——$496.7K—2026-11-04
LPL Financial LLC
DECREASED29,51232,391-2,879-9%$676.6K$446.8K-$229.8K2026-11-06
Citigroup Inc
INCREASED18,4848,467+10,017+118%$176.9K$279.8K+$103.0K2026-11-04
ARS Investment Partners, LLC
INCREASED17,87910,072+7,807+78%$210.4K$270.7K+$60.3K2026-11-05
Creative Planning
NEW17,395—+17,395——$263.4K—2026-11-02
Concurrent Investment Advisors, LLC
DECREASED15,301114,000-98,699-87%$2.4M$231.7K-$2.1M2026-10-16
Capital Investment Advisory Services, LLC
NEW13,900—+13,900——$210.4K—2026-10-30
Assetmark, Inc
INCREASED9,0935,921+3,172+54%$123.7K$137.7K+$14.0K2026-10-21
Mirae Asset Global Investments Co., Ltd.
NEW8,590—+8,590——$130.1K—2026-11-03
Barclays PLC
DECREASED7,82313,485-5,662-42%$281.7K$118.4K-$163.3K2026-11-06
SBI Securities Co., Ltd.
INCREASED5,4022,100+3,302+157%$43.9K$81.8K+$37.9K2026-10-22
State of Alaska, Department of Revenue
NEW3,007—+3,007——$45—2026-10-15
Pilgrim Partners Asia Pte Ltd
NEW1,960—+1,960——$29.7K—2026-10-29
Simplex Trading, LLC
DECREASED1,84716,950-15,103-89%$354.1K$28.0K-$326.1K2026-11-04
Russell Investments Group, Ltd.
INCREASED1,6861,446+240+17%$30.2K$25.5K-$4.7K2026-11-06
Larson Financial Group LLC
INCREASED983514+469+91%$10.7K$14.9K+$4.1K2026-11-05
Pittenger & Anderson Inc
UNCHANGED85085000%$17.8K$12.9K-$4.9K2026-11-02
Lanark Financial, Inc.
UNCHANGED81281200%$17.0K$12.3K-$4.7K2026-10-26
IFP Advisors, Inc
INCREASED759750+9+1%$15.7K$11.5K-$4.2K2026-10-16
Sterling Capital Management LLC
INCREASED57395+478+503%$2.0K$8.7K+$6.7K2026-10-22
Clearstead Advisors, LLC
UNCHANGED52952900%$11.0K$8.0K-$3.0K2026-11-06
US Bancorp \de\
NEW445—+445——$6.7K—2026-11-05
Farther Finance Advisors, LLC
NEW401—+401——$6.1K—2026-10-08
Madden Securities Corp
NEW400—+400——$6.1K—2026-10-27
Clark Wealth Partners
UNCHANGED37437400%$7.8K$5.7K-$2.2K2026-10-19
Investors Research Corp
NEW372—+372——$5.6K—2026-10-07
Wolff Wiese Magana LLC
UNCHANGED32032000%$6.7K$4.8K-$1.8K2026-10-15
EverSource Wealth Advisors, LLC
NEW312—+312——$4.7K—2026-11-04
Signaturefd, LLC
INCREASED28850+238+476%$1.0K$4.4K+$3.3K2026-10-23
SJS Investment Consulting Inc.
NEW267—+267——$4.0K—2026-10-26
Fortitude Family Office, LLC
NEW247—+247——$3.7K—2026-10-14
PNC Financial Services Group, Inc.
DECREASED2455,575-5,330-96%$116.5K$3.7K-$112.8K2026-11-06
Leonteq Securities AG
DECREASED216716-500-70%$15.0K$3.3K-$11.7K2026-10-29
Parallel Advisors, LLC
NEW191—+191——$2.9K—2026-11-03
MassMutual Private Wealth & Trust, FSB
NEW172—+172——$2.6K—2026-10-05
Jacobi Capital Management LLC
NEW150—+150——$2.3K—2026-11-05
Gamma Investing LLC
NEW147—+147——$2.2K—2026-10-08
Costello Asset Management, Inc
UNCHANGED10010000%$2.1K$1.5K-$5752026-10-30
Acumen Wealth Advisors, LLC
NEW30—+30——$455—2026-11-05
Essential Partners LLC
NEW30—+30——$454—2026-10-14
Ascentis Wealth Management, LLC
NEW21—+21——$317—2026-11-03
Allworth Financial LP
UNCHANGED161600%$335$335$02026-11-06
Root Financial Partners, LLC
NEW2—+2——$30—2026-10-21
Nisa Investment Advisors, LLC
NEW2—+2——$30—2026-10-20
Imc-Chicago, LLC
CLOSED019,057-19,057-100%$398.1K$0-$398.1K2026-11-05
Mariner Investment Group LLC
CLOSED013,528-13,528-100%$282.6K$0-$282.6K2026-11-04
Private Capital Advisors, Inc.
CLOSED09,940-9,940-100%$207.6K$0-$207.6K2026-10-06
Caitong International Asset Management Co., Ltd
CLOSED04,080-4,080-100%$85.2K$0-$85.2K2026-10-29
Strs Ohio
CLOSED03,500-3,500-100%$73.1K$0-$73.1K2026-10-30
State of Wyoming
CLOSED03,007-3,007-100%$62.8K$0-$62.8K2026-10-28
Golden State Wealth Management, LLC
CLOSED0300-300-100%$6.3K$0-$6.3K2026-11-02
FNY Investment Advisers, LLC
CLOSED022-22-100%$0$0$02026-10-16
Axiom Investment Management LLC
CLOSED020-20-100%$418$0-$4182026-11-03
Avion Wealth
CLOSED018-18-100%$0$0$02026-11-04
Fidelity National Financial, Inc.
N/A—5,937,500-5,937,500-100%$124.0M———
BlackRock, Inc.
N/A—3,447,774-3,447,774-100%$72.0M———
Alliancebernstein L.P.
N/A—2,169,293-2,169,293-100%$45.3M———
Citadel Advisors LLC
N/A—1,445,032-1,445,032-100%$30.2M———
JPMorgan Chase & Co
N/A—1,369,363-1,369,363-100%$24.6M———
Vanguard Capital Management LLC
N/A—1,119,755-1,119,755-100%$23.4M———
Vanguard Portfolio Management LLC
N/A—1,040,071-1,040,071-100%$21.7M———
Alyeska Investment Group, L.P.
N/A—952,774-952,774-100%$19.9M———
Massachusetts Financial Services Co
N/A—588,253-588,253-100%$12.3M———
Franklin Resources Inc
N/A—576,209-576,209-100%$12.0M———
ExodusPoint Capital Management, LP
N/A—566,443-566,443-100%$11.8M———
Emerald Advisers, LLC
N/A—538,568-538,568-100%$11.3M———
Gilder Gagnon Howe & Co LLC
N/A—431,291-431,291-100%$9.0M———
Ghisallo Capital Management LLC
N/A—389,470-389,470-100%$8.1M———
Jane Street Group, LLC
N/A—381,457-381,457-100%$8.0M———
Millennium Management LLC
N/A—345,111-345,111-100%$7.2M———
Emerald Mutual Fund Advisers Trust
N/A—341,108-341,108-100%$7.1M———
Westerly Capital Management, LLC
N/A—340,000-340,000-100%$7.1M———
State Street Corp
N/A—329,580-329,580-100%$6.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—325,000-325,000-100%$6.8M———
Kailix Advisors LLC
N/A—317,150-317,150-100%$6.6M———
Deutsche Bank Ag\
N/A—301,280-301,280-100%$6.3M———
Hudson Bay Capital Management LP
N/A—301,080-301,080-100%$6.3M———
Seven Grand Managers, LLC
N/A—300,000-300,000-100%$6.3M———
UBS Group AG
N/A—263,826-263,826-100%$5.5M———
Marshall Wace, LLP
N/A—257,447-257,447-100%$5.4M———
Tudor Investment Corp ET AL
N/A—251,545-251,545-100%$5.3M———
Balyasny Asset Management L.P.
N/A—232,037-232,037-100%$4.8M———
Vident Advisory, LLC
N/A—225,932-225,932-100%$4.7M———
Norges Bank
N/A—209,293-209,293-100%$4.4M———
Pier Capital, LLC
N/A—207,402-207,402-100%$4.3M———
Charles Schwab Investment Management Inc
N/A—198,614-198,614-100%$4.1M———
Morgan Stanley
N/A—191,938-191,938-100%$4.0M———
Vanguard Fiduciary Trust Co
N/A—170,995-170,995-100%$3.6M———
ArrowMark Colorado Holdings LLC
N/A—161,716-161,716-100%$3.4M———
Northern Trust Corp
N/A—161,201-161,201-100%$3.4M———
Bank of America Corp
N/A—151,144-151,144-100%$3.2M———
Burkehill Global Management, LP
N/A—150,000-150,000-100%$3.1M———
Susquehanna International Group, LLP
N/A—141,728-141,728-100%$3.0M———
LMR Partners LLP
N/A—138,888-138,888-100%$2.9M———
Nomura Asset Management International Inc.
N/A—136,821-136,821-100%$2.9M———
Raymond James Financial Inc
N/A—124,592-124,592-100%$2.6M———
Blackstone Inc.
N/A—120,000-120,000-100%$2.5M———
D. E. Shaw & Co., Inc.
N/A—120,000-120,000-100%$2.5M———
Zimmer Partners, LP
N/A—100,000-100,000-100%$2.1M———
Wolfswood Holdings, LLC
N/A—100,000-100,000-100%$2.1M———
Ameriprise Financial Inc
N/A—98,953-98,953-100%$2.1M———
XTX Topco Ltd
N/A—86,353-86,353-100%$1.8M———
Freestone Grove Partners LP
N/A—63,592-63,592-100%$1.3M———
Weiss Asset Management LP
N/A—60,000-60,000-100%$1.3M———
Formula Growth LTD
N/A—59,000-59,000-100%$1.2M———
Royal Bank of Canada
N/A—55,861-55,861-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—53,183-53,183-100%$1.1M———
Two Sigma Investments, LP
N/A—52,315-52,315-100%$1.1M———
Readystate Asset Management LP
N/A—50,000-50,000-100%$1.0M———
Wells Fargo & Company
N/A—43,818-43,818-100%$915.4K———
Shay Capital LLC
N/A—40,000-40,000-100%$835.6K———
Hite Hedge Asset Management LLC
N/A—38,748-38,748-100%$809.4K———
Nuveen, LLC
N/A—36,110-36,110-100%$754.3K———
Caprock Group, LLC
N/A—31,250-31,250-100%$652.8K———
Diametric Capital, LP
N/A—31,192-31,192-100%$651.6K———
Main Street Financial Solutions, LLC
N/A—26,800-26,800-100%$559.9K———
Virtu Financial LLC
N/A—26,777-26,777-100%$559———
Marex Group Ltd
N/A—26,000-26,000-100%$543.1K———
Walleye Capital LLC
N/A—25,804-25,804-100%$539.0K———
Goldman Sachs Group Inc
N/A—23,618-23,618-100%$493.4K———
Rhumbline Advisers
N/A—20,384-20,384-100%$425.8K———
PFG Investments, LLC
N/A—17,000-17,000-100%$355.1K———
Winton Group Ltd
N/A—16,400-16,400-100%$342.6K———
Price T Rowe Associates Inc
N/A—15,054-15,054-100%$315———
HighTower Advisors, LLC
N/A—12,856-12,856-100%$268.6K———
SEI Investments Co
N/A—12,339-12,339-100%$257.8K———
MetLife Investment Management, LLC
N/A—11,207-11,207-100%$234.1K———
Cresset Asset Management, LLC
N/A—11,065-11,065-100%$231.1K———
Davidson Kempner Capital Management LP
N/A—10,000-10,000-100%$208.9K———
Texas Permanent School Fund Corp
N/A—10,000-10,000-100%$208.9K———
Lighthouse Investment Partners, LLC
N/A—10,000-10,000-100%$208.9K———
Rudius Management LP
N/A—9,996-9,996-100%$208.8K———
Vanguard Global Advisers, LLC
N/A—9,894-9,894-100%$206.7K———
Invesco Ltd.
N/A—9,785-9,785-100%$204.4K———
Scientech Research LLC
N/A—9,715-9,715-100%$202.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,295-8,295-100%$173.3K———
Osaic Holdings, Inc.
N/A—8,184-8,184-100%$171.0K———
Mark Sheptoff Financial Planning, LLC
N/A—8,150-8,150-100%$170.3K———
Crewe Advisors LLC
N/A—6,500-6,500-100%$135.8K———
New York State Common Retirement Fund
N/A—6,500-6,500-100%$135.8K———
Tower Research Capital LLC (TRC)
N/A—5,610-5,610-100%$117.2K———
Police & Firemen's Retirement System of New Jersey
N/A—5,336-5,336-100%$111.5K———
BNP Paribas Financial Markets
N/A—3,000-3,000-100%$62.7K———
Game Plan Financial Advisors, LLC
N/A—3,000-3,000-100%$62.7K———
Legal & General Group Plc
N/A—1,753-1,753-100%$36.7K———
Ameritas Investment Partners, Inc.
N/A—1,642-1,642-100%$34.3K———
Jones Financial Companies Lllp
N/A—1,558-1,558-100%$26.8K———
Federation des caisses Desjardins du Quebec
N/A—1,250-1,250-100%$26.1K———
Rockefeller Capital Management L.P.
N/A—1,210-1,210-100%$25.3K———
Persistent Asset Partners Ltd
N/A—1,068-1,068-100%$22.3K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—918-918-100%$19.2K———
LOS Angeles Capital Management LLC
N/A—809-809-100%$16.9K———
Group One Trading LLC
N/A—504-504-100%$10.5K———
Global Retirement Partners, LLC
N/A—450-450-100%$9.4K———
FMR LLC
N/A—307-307-100%$6.4K———
SHP Wealth Management
N/A—274-274-100%$5.7K———
California State Teachers Retirement System
N/A—249-249-100%$5.2K———
Strategic Investment Solutions, Inc.
N/A—208-208-100%$4.3K———
NewEdge Advisors, LLC
N/A—124-124-100%$2.6K———
Morse Asset Management, Inc
N/A—100-100-100%$2.1K———
Caldwell Sutter Capital, Inc.
N/A—50-50-100%$1.0K———
Quantbot Technologies LP
N/A—31-31-100%$648———
Steward Partners Investment Advisory, LLC
N/A—6-6-100%$125———
Showing 170 of 170 institutions