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Agilon Health Inc (AGL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares334,887 from 314,165
Change+20,722 (+7%)
Value$26.7M (-$7.0M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares107,721 from 108,160
Change-439 (0%)
Value$9.1M (-$3.3M)
Filed 2026-10-13
Amundi
INCREASED
Shares98,208 from 70,954
Change+27,254 (+38%)
Value$7.8M (+$211.5K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares49,696 from 7,564
Change+42,132 (+557%)
Value$4.0M (+$3.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares35,055 from 35,336
Change-281 (-1%)
Value$2.8M (-$997.3K)
Filed 2026-11-05
Belvedere Trading LLC
INCREASED
Shares15,169 from 15,023
Change+146 (+1%)
Value$1.2M (-$402.9K)
Filed 2026-11-05
Strs Ohio
INCREASED
Shares12,400 from 8,000
Change+4,400 (+55%)
Value$986.9K (+$129.5K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares12,362 from 11,884
Change+478 (+4%)
Value$983.9K (-$289.8K)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares12,322 from 13,181
Change-859 (-7%)
Value$980.7K (-$432.0K)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares11,297
Change+11,297
Value$899.1K
Filed 2026-11-06
Ellsworth Advisors, LLC
NEW
Shares10,161
Change+10,161
Value$808.7K
Filed 2026-10-15
LPL Financial LLC
INCREASED
Shares10,046 from 8,808
Change+1,238 (+14%)
Value$799.6K (-$144.5K)
Filed 2026-11-06
Simplify Asset Management Inc.
DECREASED
Shares8,406 from 8,429
Change-23 (0%)
Value$669.0K (-$234.4K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares8,383 from 11,849
Change-3,466 (-29%)
Value$667.2K (-$602.8K)
Filed 2026-10-16
Inspire Investing, LLC
INCREASED
Shares8,048 from 6,136
Change+1,912 (+31%)
Value$640.5K (-$17.1K)
Filed 2026-10-22
Atwater Malick LLC
UNCHANGED
Shares7,903 from 7,903
Change0 (0%)
Value$629.0K (-$218.0K)
Filed 2026-10-15
Imc-Chicago, LLC
DECREASED
Shares7,542 from 9,379
Change-1,837 (-20%)
Value$600.3K (-$405.0K)
Filed 2026-11-05
Great Lakes Advisors, LLC
DECREASED
Shares6,516 from 6,549
Change-33 (0%)
Value$518.6K (-$183.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares6,296 from 6,589
Change-293 (-4%)
Value$501.1K (-$205.1K)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares5,584 from 5,593
Change-9 (0%)
Value$444.4K (-$155.0K)
Filed 2026-11-04
Olympiad Research LP
DECREASED
Shares4,359 from 5,489
Change-1,130 (-21%)
Value$346.9K (-$241.4K)
Filed 2026-11-04
Merit Financial Group, LLC
INCREASED
Shares4,215 from 4,031
Change+184 (+5%)
Value$335.5K (-$96.6K)
Filed 2026-11-06
Brighton Jones LLC
DECREASED
Shares3,615 from 3,656
Change-41 (-1%)
Value$287.7K (-$104.1K)
Filed 2026-11-03
Counterpoint Mutual Funds LLC
NEW
Shares3,433
Change+3,433
Value$273.2K
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares3,383 from 5,935
Change-2,552 (-43%)
Value$269.3K (-$366.9K)
Filed 2026-11-04
Chicago Trust Co NA
UNCHANGED
Shares3,314 from 3,314
Change0 (0%)
Value$263.8K (-$91.4K)
Filed 2026-10-28
Arizona State Retirement System
NEW
Shares2,945
Change+2,945
Value$234.4K
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares2,924 from 2,917
Change+7 (+0%)
Value$232.7K (-$79.9K)
Filed 2026-10-23
Bayforest Capital Ltd
NEW
Shares1,400
Change+1,400
Value$111.4K
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares1,185 from 1,219
Change-34 (-3%)
Value$94.3K (-$36.3K)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares1,060 from 1,059
Change+1 (+0%)
Value$113.6K (+$107)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares983 from 1,619
Change-636 (-39%)
Value$78.2K (-$95.3K)
Filed 2026-11-04
State of Alaska, Department of Revenue
NEW
Shares816
Change+816
Value$64
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares719
Change+719
Value$57.2K
Filed 2026-10-21
KBC Group NV
NEW
Shares555
Change+555
Value$44.0K
Filed 2026-10-22
V-Square Quantitative Management LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$34.1K (-$11.8K)
Filed 2026-10-15
Sterling Capital Management LLC
INCREASED
Shares411 from 44
Change+367 (+834%)
Value$32.7K (+$28.0K)
Filed 2026-10-22
True Wealth Design, LLC
DECREASED
Shares332 from 341
Change-9 (-3%)
Value$26.4K (-$10.1K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares229 from 219
Change+10 (+5%)
Value$18.2K (-$6.1K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$18.1K (-$6.3K)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares200 from 215
Change-15 (-7%)
Value$15.9K (-$7.1K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$12.0K (-$4.2K)
Filed 2026-11-06
Center for Financial Planning, Inc.
NEW
Shares130
Change+130
Value$10.3K
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares112 from 55
Change+57 (+104%)
Value$8.9K (+$3.0K)
Filed 2026-10-20
Midwest Capital Advisors, LLC
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$8.7K (-$3.0K)
Filed 2026-11-04
Leonteq Securities AG
NEW
Shares102
Change+102
Value$8.1K
Filed 2026-10-29
Blue Trust, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$6.8K (-$2.4K)
Filed 2026-10-15
SJS Investment Consulting Inc.
INCREASED
Shares57 from 25
Change+32 (+128%)
Value$4.5K (+$1.9K)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares40
Change+40
Value$3.2K
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares19
Change+19
Value$1.5K
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.5K (-$524)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares17 from 36
Change-19 (-53%)
Value$1.4K (-$2.5K)
Filed 2026-11-05
Parkside Financial Bank & Trust
NEW
Shares16
Change+16
Value$1.3K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares12
Change+12
Value$955
Filed 2026-11-06
Parallel Advisors, LLC
NEW
Shares10
Change+10
Value$796
Filed 2026-11-03
Clearstead Advisors, LLC
NEW
Shares7
Change+7
Value$558
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares6
Change+6
Value$477
Filed 2026-11-03
CoreCap Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$318 (-$111)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
NEW
Shares3
Change+3
Value$239
Filed 2026-11-05
Covestor Ltd
NEW
Shares2
Change+2
Value$0
Filed 2026-10-30
Larson Financial Group LLC
NEW
Shares2
Change+2
Value$159
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$172 (+$65)
Filed 2026-10-30
SBI Securities Co., Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$159 (-$55)
Filed 2026-10-22
Sierra Summit Advisors LLC
CLOSED
Shares0 from 31,143
Change-31,143 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-28
Dimensional Fund Advisors LP
CLOSED
Shares0 from 5,710
Change-5,710 (-100%)
Value$0 (-$618.1K)
Filed 2026-11-04
Abel Hall, LLC
CLOSED
Shares0 from 2,264
Change-2,264 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-19
Fulcrum Asset Management LLP
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-04
Nvwm, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$536)
Filed 2026-10-14
Clayton, Dubilier & Rice, LLC
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,011,196
Change-2,011,196 (-100%)
Value—
North Peak Capital Management, LLC
N/A
Shares— from 1,485,066
Change-1,485,066 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,146,520
Change-1,146,520 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 692,541
Change-692,541 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 686,792
Change-686,792 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 525,328
Change-525,328 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 468,293
Change-468,293 (-100%)
Value—
Durable Capital Partners LP
N/A
Shares— from 440,642
Change-440,642 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 390,149
Change-390,149 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 348,960
Change-348,960 (-100%)
Value—
State Street Corp
N/A
Shares— from 280,126
Change-280,126 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 273,393
Change-273,393 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 262,600
Change-262,600 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 229,071
Change-229,071 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 152,214
Change-152,214 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 133,144
Change-133,144 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 128,328
Change-128,328 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 125,713
Change-125,713 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 103,432
Change-103,432 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 88,305
Change-88,305 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 81,626
Change-81,626 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 79,423
Change-79,423 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 69,255
Change-69,255 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 60,530
Change-60,530 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,045
Change-56,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 51,084
Change-51,084 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 49,741
Change-49,741 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 42,875
Change-42,875 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 42,100
Change-42,100 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 37,792
Change-37,792 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 35,336
Change-35,336 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 33,817
Change-33,817 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 32,669
Change-32,669 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 31,643
Change-31,643 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 29,703
Change-29,703 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 24,243
Change-24,243 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,503
Change-21,503 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 19,176
Change-19,176 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 18,585
Change-18,585 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 15,812
Change-15,812 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 15,440
Change-15,440 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,872
Change-14,872 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 14,860
Change-14,860 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,754
Change-14,754 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,113
Change-13,113 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 13,103
Change-13,103 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 12,203
Change-12,203 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,805
Change-11,805 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,606
Change-11,606 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,504
Change-9,504 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,667
Change-5,667 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 876
Change-876 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 379
Change-379 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 242
Change-242 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 200
Change-200 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 172
Change-172 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 56
Change-56 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Quarry LP
N/A
Shares— from 17
Change-17 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15
Change-15 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 5
Change-5 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED334,887314,165+20,722+7%$33.7M$26.7M-$7.0M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED107,721108,160-4390%$12.4M$9.1M-$3.3M2026-10-13
Amundi
INCREASED98,20870,954+27,254+38%$7.6M$7.8M+$211.5K2026-11-06
Barclays PLC
INCREASED49,6967,564+42,132+557%$810.7K$4.0M+$3.1M2026-11-06
Bank of New York Mellon Corp
DECREASED35,05535,336-281-1%$3.8M$2.8M-$997.3K2026-11-05
Belvedere Trading LLC
INCREASED15,16915,023+146+1%$1.6M$1.2M-$402.9K2026-11-05
Strs Ohio
INCREASED12,4008,000+4,400+55%$857.4K$986.9K+$129.5K2026-10-30
Creative Planning
INCREASED12,36211,884+478+4%$1.3M$983.9K-$289.8K2026-11-02
Deutsche Bank Ag\
DECREASED12,32213,181-859-7%$1.4M$980.7K-$432.0K2026-11-06
Savant Capital, LLC
NEW11,297—+11,297——$899.1K—2026-11-06
Ellsworth Advisors, LLC
NEW10,161—+10,161——$808.7K—2026-10-15
LPL Financial LLC
INCREASED10,0468,808+1,238+14%$944.0K$799.6K-$144.5K2026-11-06
Simplify Asset Management Inc.
DECREASED8,4068,429-230%$903.4K$669.0K-$234.4K2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED8,38311,849-3,466-29%$1.3M$667.2K-$602.8K2026-10-16
Inspire Investing, LLC
INCREASED8,0486,136+1,912+31%$657.7K$640.5K-$17.1K2026-10-22
Atwater Malick LLC
UNCHANGED7,9037,90300%$847.0K$629.0K-$218.0K2026-10-15
Imc-Chicago, LLC
DECREASED7,5429,379-1,837-20%$1.0M$600.3K-$405.0K2026-11-05
Great Lakes Advisors, LLC
DECREASED6,5166,549-330%$701.9K$518.6K-$183.3K2026-11-06
Russell Investments Group, Ltd.
DECREASED6,2966,589-293-4%$706.2K$501.1K-$205.1K2026-11-06
Simplex Trading, LLC
DECREASED5,5845,593-90%$599.5K$444.4K-$155.0K2026-11-04
Olympiad Research LP
DECREASED4,3595,489-1,130-21%$588.3K$346.9K-$241.4K2026-11-04
Merit Financial Group, LLC
INCREASED4,2154,031+184+5%$432.0K$335.5K-$96.6K2026-11-06
Brighton Jones LLC
DECREASED3,6153,656-41-1%$391.9K$287.7K-$104.1K2026-11-03
Counterpoint Mutual Funds LLC
NEW3,433—+3,433——$273.2K—2026-10-16
Citigroup Inc
DECREASED3,3835,935-2,552-43%$636.1K$269.3K-$366.9K2026-11-04
Chicago Trust Co NA
UNCHANGED3,3143,31400%$355.2K$263.8K-$91.4K2026-10-28
Arizona State Retirement System
NEW2,945—+2,945——$234.4K—2026-11-03
Apollon Wealth Management, LLC
INCREASED2,9242,917+7+0%$312.6K$232.7K-$79.9K2026-10-23
Bayforest Capital Ltd
NEW1,400—+1,400——$111.4K—2026-11-03
Essential Partners LLC
DECREASED1,1851,219-34-3%$130.7K$94.3K-$36.3K2026-10-14
Allworth Financial LP
INCREASED1,0601,059+1+0%$113.5K$113.6K+$1072026-11-06
EverSource Wealth Advisors, LLC
DECREASED9831,619-636-39%$173.5K$78.2K-$95.3K2026-11-04
State of Alaska, Department of Revenue
NEW816—+816——$64—2026-10-15
Root Financial Partners, LLC
NEW719—+719——$57.2K—2026-10-21
KBC Group NV
NEW555—+555——$44.0K—2026-10-22
V-Square Quantitative Management LLC
UNCHANGED42842800%$45.9K$34.1K-$11.8K2026-10-15
Sterling Capital Management LLC
INCREASED41144+367+834%$4.7K$32.7K+$28.0K2026-10-22
True Wealth Design, LLC
DECREASED332341-9-3%$36.5K$26.4K-$10.1K2026-10-13
Farther Finance Advisors, LLC
INCREASED229219+10+5%$24.3K$18.2K-$6.1K2026-10-08
IFP Advisors, Inc
UNCHANGED22722700%$24.3K$18.1K-$6.3K2026-10-16
Gamma Investing LLC
DECREASED200215-15-7%$23.0K$15.9K-$7.1K2026-10-08
PNC Financial Services Group, Inc.
UNCHANGED15115100%$16.2K$12.0K-$4.2K2026-11-06
Center for Financial Planning, Inc.
NEW130—+130——$10.3K—2026-10-26
Nisa Investment Advisors, LLC
INCREASED11255+57+104%$5.9K$8.9K+$3.0K2026-10-20
Midwest Capital Advisors, LLC
UNCHANGED10910900%$11.7K$8.7K-$3.0K2026-11-04
Leonteq Securities AG
NEW102—+102——$8.1K—2026-10-29
Blue Trust, Inc.
UNCHANGED868600%$9.2K$6.8K-$2.4K2026-10-15
SJS Investment Consulting Inc.
INCREASED5725+32+128%$2.7K$4.5K+$1.9K2026-10-26
Clayton Financial Group LLC
NEW40—+40——$3.2K—2026-10-13
Provenance Wealth Advisors, LLC
NEW19—+19——$1.5K—2026-10-30
Fortitude Family Office, LLC
UNCHANGED191900%$2.0K$1.5K-$5242026-10-14
US Bancorp \de\
DECREASED1736-19-53%$3.9K$1.4K-$2.5K2026-11-05
Parkside Financial Bank & Trust
NEW16—+16——$1.3K—2026-10-27
Rothwell Investment Advisors, LLC
NEW12—+12——$955—2026-11-06
Parallel Advisors, LLC
NEW10—+10——$796—2026-11-03
Clearstead Advisors, LLC
NEW7—+7——$558—2026-11-06
Ascentis Wealth Management, LLC
NEW6—+6——$477—2026-11-03
CoreCap Advisors, LLC
UNCHANGED4400%$429$318-$1112026-10-08
Silver Grove Financial Group, Inc.
NEW3—+3——$239—2026-11-05
Covestor Ltd
NEW2—+2——$0—2026-10-30
Larson Financial Group LLC
NEW2—+2——$159—2026-11-05
Hughes Financial Services, LLC
INCREASED21+1+100%$107$172+$652026-10-30
SBI Securities Co., Ltd.
UNCHANGED2200%$214$159-$552026-10-22
Sierra Summit Advisors LLC
CLOSED031,143-31,143-100%$3.3M$0-$3.3M2026-10-28
Dimensional Fund Advisors LP
CLOSED05,710-5,710-100%$618.1K$0-$618.1K2026-11-04
Abel Hall, LLC
CLOSED02,264-2,264-100%$242.7K$0-$242.7K2026-10-19
Fulcrum Asset Management LLP
CLOSED042-42-100%$4.8K$0-$4.8K2026-11-04
Nvwm, LLC
CLOSED05-5-100%$536$0-$5362026-10-14
Clayton, Dubilier & Rice, LLC
N/A—4,000,000-4,000,000-100%$428.7M———
Morgan Stanley
N/A—2,011,196-2,011,196-100%$215.6M———
North Peak Capital Management, LLC
N/A—1,485,066-1,485,066-100%$159.2M———
BlackRock, Inc.
N/A—1,146,520-1,146,520-100%$122.9M———
AQR Capital Management LLC
N/A—692,541-692,541-100%$74.2M———
Goldman Sachs Group Inc
N/A—686,792-686,792-100%$73.6M———
Vanguard Capital Management LLC
N/A—525,328-525,328-100%$56.3M———
Marshall Wace, LLP
N/A—468,293-468,293-100%$50.2M———
Durable Capital Partners LP
N/A—440,642-440,642-100%$47.2M———
D. E. Shaw & Co., Inc.
N/A—390,149-390,149-100%$41.8M———
Charles Schwab Investment Management Inc
N/A—348,960-348,960-100%$37.4M———
State Street Corp
N/A—280,126-280,126-100%$30.0M———
Jane Street Group, LLC
N/A—273,393-273,393-100%$29.3M———
Rock Springs Capital Management LP
N/A—262,600-262,600-100%$28.1M———
Nuveen, LLC
N/A—229,071-229,071-100%$24.6M———
Renaissance Technologies LLC
N/A—152,214-152,214-100%$16.3M———
Invesco Ltd.
N/A—133,144-133,144-100%$14.3M———
Vanguard Portfolio Management LLC
N/A—128,328-128,328-100%$13.8M———
Two Sigma Investments, LP
N/A—125,713-125,713-100%$13.5M———
Northern Trust Corp
N/A—103,432-103,432-100%$11.1M———
Vanguard Fiduciary Trust Co
N/A—88,305-88,305-100%$9.5M———
Bank of America Corp
N/A—81,626-81,626-100%$8.7M———
Acadian Asset Management LLC
N/A—79,423-79,423-100%$8.5M———
Josh Arnold Investment Consultant, LLC
N/A—73,000-73,000-100%$7.8M———
Trexquant Investment LP
N/A—69,255-69,255-100%$7.4M———
IEQ Capital, LLC
N/A—60,530-60,530-100%$6.5M———
Citadel Advisors LLC
N/A—56,045-56,045-100%$6.0M———
UBS Group AG
N/A—51,084-51,084-100%$5.5M———
Longaeva Partners L.P.
N/A—49,741-49,741-100%$5.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—42,875-42,875-100%$4.6M———
Franklin Resources Inc
N/A—42,100-42,100-100%$4.5M———
Eversept Partners, LP
N/A—37,792-37,792-100%$4.1M———
Tudor Investment Corp ET AL
N/A—35,336-35,336-100%$3.8M———
Millennium Management LLC
N/A—33,817-33,817-100%$3.6M———
Point72 Asset Management, L.P.
N/A—32,669-32,669-100%$3.5M———
Jacobs Levy Equity Management, Inc
N/A—31,643-31,643-100%$3.4M———
GSA Capital Partners LLP
N/A—29,703-29,703-100%$3.2M———
Balyasny Asset Management L.P.
N/A—26,022-26,022-100%$2.8M———
Cerity Partners LLC
N/A—24,972-24,972-100%$2.7M———
Voloridge Investment Management, LLC
N/A—24,243-24,243-100%$2.6M———
Mariner, LLC
N/A—21,503-21,503-100%$2.3M———
Jump Financial, LLC
N/A—19,176-19,176-100%$2.1M———
Harvest Investment Services, LLC
N/A—18,585-18,585-100%$2.0M———
Susquehanna Portfolio Strategies, LLC
N/A—17,406-17,406-100%$1.9M———
Rhumbline Advisers
N/A—15,812-15,812-100%$1.7M———
Walleye Capital LLC
N/A—15,440-15,440-100%$1.7M———
Prudential Financial Inc
N/A—15,003-15,003-100%$1.6M———
Massachusetts Financial Services Co
N/A—14,914-14,914-100%$1.6M———
Wells Fargo & Company
N/A—14,872-14,872-100%$1.6M———
JPMorgan Chase & Co
N/A—14,860-14,860-100%$1.7M———
Campbell & Co Investment Adviser LLC
N/A—14,754-14,754-100%$1.6M———
Tidal Investments LLC
N/A—13,113-13,113-100%$1.4M———
Alliancebernstein L.P.
N/A—13,103-13,103-100%$103.6K———
American Century Companies Inc
N/A—12,203-12,203-100%$1.3M———
Arax Advisory Partners
N/A—11,805-11,805-100%$1.3M———
Price T Rowe Associates Inc
N/A—11,606-11,606-100%$1.2M———
Mercer Global Advisors Inc
N/A—11,554-11,554-100%$1.2M———
BNP Paribas Financial Markets
N/A—11,055-11,055-100%$1.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—10,073-10,073-100%$1.1M———
Canada Pension Plan Investment Board
N/A—9,504-9,504-100%$1.0M———
Brevan Howard Capital Management LP
N/A—8,456-8,456-100%$906.3K———
Cambria Investment Management, L.P.
N/A—8,379-8,379-100%$898.1K———
Fuller & Thaler Asset Management, Inc.
N/A—8,254-8,254-100%$884.7K———
Quadrature Capital Ltd
N/A—8,139-8,139-100%$872.3K———
MetLife Investment Management, LLC
N/A—7,327-7,327-100%$785.3K———
SEI Investments Co
N/A—7,045-7,045-100%$755.1K———
Captrust Financial Advisors
N/A—6,874-6,874-100%$736.8K———
FMR LLC
N/A—6,817-6,817-100%$730.6K———
Algert Global LLC
N/A—6,250-6,250-100%$669.9K———
Vanguard Global Advisers, LLC
N/A—6,080-6,080-100%$651.7K———
Quinn Opportunity Partners LLC
N/A—5,820-5,820-100%$623.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,740-5,740-100%$615.2K———
Gotham Asset Management, LLC
N/A—5,667-5,667-100%$607.4K———
Prelude Capital Management, LLC
N/A—5,564-5,564-100%$596.4K———
State Board of Administration of Florida Retirement System
N/A—5,392-5,392-100%$577.9K———
Centiva Capital, LP
N/A—5,108-5,108-100%$547.5K———
Caxton Associates LLP
N/A—5,100-5,100-100%$546.6K———
Rhenman & Partners Asset Management AB
N/A—5,000-5,000-100%$535.9K———
Focus Partners Wealth
N/A—4,889-4,889-100%$524.0K———
XTX Topco Ltd
N/A—4,846-4,846-100%$519.4K———
New York State Common Retirement Fund
N/A—4,824-4,824-100%$517.0K———
Engineers Gate Manager LP
N/A—4,817-4,817-100%$516.3K———
Susquehanna International Group, LLP
N/A—4,600-4,600-100%$493.0K———
Mangrove Partners IM, LLC
N/A—4,379-4,379-100%$469.3K———
Boothbay Fund Management, LLC
N/A—4,289-4,289-100%$459.7K———
Quantinno Capital Management LP
N/A—4,241-4,241-100%$454.6K———
Police & Firemen's Retirement System of New Jersey
N/A—3,831-3,831-100%$410.6K———
Squarepoint Ops LLC
N/A—3,796-3,796-100%$406.9K———
Hillsdale Investment Management Inc.
N/A—3,600-3,600-100%$385.8K———
Integrated Wealth Concepts LLC
N/A—3,580-3,580-100%$383.7K———
Pallas Capital Advisors LLC
N/A—3,407-3,407-100%$365.2K———
Manufacturers Life Insurance Company, the
N/A—3,316-3,316-100%$355.4K———
FOX RUN Management, L.L.C.
N/A—3,006-3,006-100%$322.2K———
Jain Global LLC
N/A—2,929-2,929-100%$313.9K———
Intech Investment Management LLC
N/A—2,770-2,770-100%$296.9K———
Schonfeld Strategic Advisors LLC
N/A—2,766-2,766-100%$296.5K———
Fora Capital, LLC
N/A—2,629-2,629-100%$281.7K———
Caerus Investment Advisors, LLC
N/A—2,562-2,562-100%$274.6K———
Voya Investment Management LLC
N/A—2,395-2,395-100%$256.7K———
Caption Management, LLC
N/A—2,317-2,317-100%$248.3K———
MAI Capital Management
N/A—2,194-2,194-100%$235.2K———
Waddell & Associates, LLC
N/A—2,131-2,131-100%$228.4K———
Focus Partners Advisor Solutions, LLC
N/A—2,077-2,077-100%$222.6K———
M&T Bank Corp
N/A—2,049-2,049-100%$219.6K———
Proficio Capital Partners LLC
N/A—1,957-1,957-100%$209.8K———
Legal & General Group Plc
N/A—1,805-1,805-100%$193.5K———
Tower Research Capital LLC (TRC)
N/A—1,600-1,600-100%$171.5K———
Group One Trading LLC
N/A—1,319-1,319-100%$141.4K———
Public Employees Retirement System of Ohio
N/A—1,303-1,303-100%$139.7K———
Ameritas Investment Partners, Inc.
N/A—1,131-1,131-100%$121.2K———
SG Americas Securities, LLC
N/A—941-941-100%$101.0K———
Huntington National Bank
N/A—876-876-100%$93.9K———
Kemnay Advisory Services Inc.
N/A—740-740-100%$79.3K———
Royal Bank of Canada
N/A—379-379-100%$41.0K———
Rothschild Investment LLC
N/A—295-295-100%$31.6K———
Quantbot Technologies LP
N/A—242-242-100%$25.9K———
Danske Bank A/S
N/A—200-200-100%$21.4K———
California State Teachers Retirement System
N/A—172-172-100%$18.4K———
Rockefeller Capital Management L.P.
N/A—106-106-100%$11.4K———
Basecamp Wealth Advisors LLC
N/A—57-57-100%$6.1K———
C M Bidwell & Associates LTD
N/A—56-56-100%$6.0K———
Osaic Holdings, Inc.
N/A—29-29-100%$3.1K———
JPL Wealth Management, LLC
N/A—27-27-100%$2.9K———
Quarry LP
N/A—17-17-100%$1.8K———
Jones Financial Companies Lllp
N/A—15-15-100%$1.8K———
Aster Capital Management (Difc) Ltd
N/A—5-5-100%$536———
UBS Asset Management Americas LLC
N/A—5-5-100%$536———
Transamerica Financial Advisors, LLC
N/A—2-2-100%$214———
Prestige Wealth Management Group LLC
N/A—1-1-100%$108———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$107———
Showing 198 of 198 institutions