Akebia Therapeutics Inc (AKBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares868,227 from 839,729

Change+28,498 (+3%)

Value$798.8K (-$158.5K)

Filed 2026-10-13

Bank of New York Mellon Corp

UNCHANGED

Shares619,149 from 619,149

Change0 (0%)

Value$569.6K (-$136.2K)

Filed 2026-11-05

Alps Advisors Inc

INCREASED

Shares364,094 from 272,262

Change+91,832 (+34%)

Value$335.0K (+$24.6K)

Filed 2026-11-03

State of Alaska, Department of Revenue

DECREASED

Shares230,453 from 246,078

Change-15,625 (-6%)

Value$212.0K (-$50.0K)

Filed 2026-10-15

State of Wyoming

INCREASED

Shares192,008 from 16,125

Change+175,883 (+1091%)

Value$176.6K (+$158.3K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares135,515 from 545,740

Change-410,225 (-75%)

Value$124.7K (-$497.5K)

Filed 2026-11-02

Strs Ohio

NEW

Shares106,300

Change+106,300

Value$97.8K

Filed 2026-10-30

Choreo, LLC

DECREASED

Shares101,310 from 562,423

Change-461,113 (-82%)

Value$93.2K (-$548.0K)

Filed 2026-10-28

CWA Asset Management Group, LLC

DECREASED

Shares43,000 from 59,000

Change-16,000 (-27%)

Value$39.6K (-$27.7K)

Filed 2026-10-19

PFG Private Wealth Management, LLC

NEW

Shares37,335

Change+37,335

Value$34.3K

Filed 2026-10-15

ProShare Advisors LLC

DECREASED

Shares32,447 from 33,836

Change-1,389 (-4%)

Value$29.9K (-$8.7K)

Filed 2026-10-29

Principal Financial Group Inc

INCREASED

Shares28,527 from 18,312

Change+10,215 (+56%)

Value$26.2K (+$5.4K)

Filed 2026-11-02

Xponance LLC

DECREASED

Shares24,179 from 24,606

Change-427 (-2%)

Value$22.2K (-$5.8K)

Filed 2026-11-03

Simplex Trading, LLC

NEW

Shares23,585

Change+23,585

Value$21.7K

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares22,217 from 112,474

Change-90,257 (-80%)

Value$18.1K (-$139.4K)

Filed 2026-10-13

StoneX Group Inc.

NEW

Shares17,145

Change+17,145

Value$15.9K

Filed 2026-11-03

PDS Planning, Inc

DECREASED

Shares15,000 from 50,000

Change-35,000 (-70%)

Value$13.8K (-$43.2K)

Filed 2026-11-03

Traynor Capital Management, Inc.

UNCHANGED

Shares14,600 from 14,600

Change0 (0%)

Value$13.4K (-$3.2K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares14,482 from 1,124,570

Change-1,110,088 (-99%)

Value$13.3K (-$1.3M)

Filed 2026-11-04

Unified Investment Management

UNCHANGED

Shares14,000 from 14,000

Change0 (0%)

Value$12.9K (-$3.1K)

Filed 2026-10-14

Independent Wealth Network Inc.

UNCHANGED

Shares13,003 from 13,003

Change0 (0%)

Value$12.0K (-$2.9K)

Filed 2026-10-19

Legacy Private Trust Co.

UNCHANGED

Shares12,250 from 12,250

Change0 (0%)

Value$11.3K (-$2.7K)

Filed 2026-10-06

Wealth Effects LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.0K (-$2.6K)

Filed 2026-10-23

Northern Lights Advisors, Inc.

NEW

Shares11,856

Change+11,856

Value$10.9K

Filed 2026-10-21

James J. Burns & Company, LLC

UNCHANGED

Shares11,448 from 11,448

Change0 (0%)

Value$10.5K (-$2.5K)

Filed 2026-10-22

Onyx Bridge Wealth Group LLC

DECREASED

Shares10,800 from 15,300

Change-4,500 (-29%)

Value$9.9K (-$7.5K)

Filed 2026-10-16

Eagle Wealth Strategies LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$9.2K (-$2.2K)

Filed 2026-10-20

Sterling Capital Management LLC

INCREASED

Shares8,112 from 1,362

Change+6,750 (+496%)

Value$7.5K (+$5.9K)

Filed 2026-10-22

Gamma Investing LLC

NEW

Shares6,614

Change+6,614

Value$6.1K

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares5,422 from 8,039

Change-2,617 (-33%)

Value$5.0K (-$4.1K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

DECREASED

Shares2,355 from 3,088

Change-733 (-24%)

Value$2.2K (-$1.4K)

Filed 2026-10-20

Gen-Wealth Partners Inc

UNCHANGED

Shares2,295 from 2,295

Change0 (0%)

Value$2.1K (-$505)

Filed 2026-11-04

Activest Wealth Management

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$1.8K (-$440)

Filed 2026-10-15

Essential Partners LLC

DECREASED

Shares1,485 from 3,350

Change-1,865 (-56%)

Value$1.4K (-$2.5K)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares1,115 from 551

Change+564 (+102%)

Value$1.0K (+$397)

Filed 2026-10-26

Buck Wealth Strategies, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$1.0K (-$242)

Filed 2026-10-28

Parkside Financial Bank & Trust

INCREASED

Shares1,045 from 465

Change+580 (+125%)

Value$959 (+$435)

Filed 2026-10-27

Entrust Financial LLC

INCREASED

Shares938 from 725

Change+213 (+29%)

Value$863 (+$36)

Filed 2026-11-04

Larson Financial Group LLC

UNCHANGED

Shares856 from 856

Change0 (0%)

Value$788 (-$188)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares416

Change+416

Value$383

Filed 2026-10-21

SBI Securities Co., Ltd.

INCREASED

Shares344 from 39

Change+305 (+782%)

Value$316 (+$272)

Filed 2026-10-22

TD Waterhouse Canada Inc.

UNCHANGED

Shares327 from 327

Change0 (0%)

Value$284 (-$108)

Filed 2026-10-16

Capital Advisors, Ltd. LLC

UNCHANGED

Shares320 from 320

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares289 from 1,997

Change-1,708 (-86%)

Value$266 (-$2.0K)

Filed 2026-11-04

True Wealth Design, LLC

DECREASED

Shares247 from 711

Change-464 (-65%)

Value$228 (-$583)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

DECREASED

Shares57 from 60

Change-3 (-5%)

Value$52 (-$16)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares56

Change+56

Value$52

Filed 2026-10-30

IFP Advisors, Inc

DECREASED

Shares44 from 166

Change-122 (-73%)

Value$40 (-$149)

Filed 2026-10-16

Dimensional Fund Advisors LP

CLOSED

Shares0 from 358,627

Change-358,627 (-100%)

Value$0 (-$408.4K)

Filed 2026-11-04

Abel Hall, LLC

CLOSED

Shares0 from 75,438

Change-75,438 (-100%)

Value$0 (-$86.0K)

Filed 2026-10-19

Beacon Hill Wealth Management Ltd.

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$22.8K)

Filed 2026-10-21

Brighton Jones LLC

CLOSED

Shares0 from 19,650

Change-19,650 (-100%)

Value$0 (-$22.4K)

Filed 2026-11-03

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 19,400

Change-19,400 (-100%)

Value$0 (-$23.7K)

Filed 2026-10-27

HB Wealth Management, LLC

CLOSED

Shares0 from 16,881

Change-16,881 (-100%)

Value$0 (-$19.2K)

Filed 2026-10-23

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 12,610

Change-12,610 (-100%)

Value$0 (-$14.4K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 12,219

Change-12,219 (-100%)

Value$0 (-$14.0K)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 11,937

Change-11,937 (-100%)

Value$0 (-$13.6K)

Filed 2026-11-05

Clear Harbor Asset Management, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$11.4K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 413

Change-413 (-100%)

Value$0 (-$520)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 19,986,374

Change-19,986,374 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 11,322,143

Change-11,322,143 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,151,524

Change-9,151,524 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 6,727,302

Change-6,727,302 (-100%)

Value—

State Street Corp

N/A

Shares— from 5,390,853

Change-5,390,853 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 4,273,026

Change-4,273,026 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 4,004,867

Change-4,004,867 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 3,689,167

Change-3,689,167 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,196,605

Change-3,196,605 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,533,977

Change-2,533,977 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,436,673

Change-2,436,673 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 2,300,438

Change-2,300,438 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 2,160,365

Change-2,160,365 (-100%)

Value—

Nantahala Capital Management, LLC

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,908,797

Change-1,908,797 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,871,059

Change-1,871,059 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,779,707

Change-1,779,707 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,717,659

Change-1,717,659 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,374,950

Change-1,374,950 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,223,963

Change-1,223,963 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 701,540

Change-701,540 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 694,928

Change-694,928 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 666,954

Change-666,954 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 626,160

Change-626,160 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 596,599

Change-596,599 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 589,821

Change-589,821 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 562,123

Change-562,123 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 531,813

Change-531,813 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 466,519

Change-466,519 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 458,750

Change-458,750 (-100%)

Value—

Eversept Partners, LP

N/A

Shares— from 427,095

Change-427,095 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 354,910

Change-354,910 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 323,600

Change-323,600 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 315,737

Change-315,737 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 308,115

Change-308,115 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 307,503

Change-307,503 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 300,367

Change-300,367 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 294,900

Change-294,900 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 269,040

Change-269,040 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 256,883

Change-256,883 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 251,014

Change-251,014 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 236,916

Change-236,916 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 220,561

Change-220,561 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 207,759

Change-207,759 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 180,002

Change-180,002 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 170,955

Change-170,955 (-100%)

Value—

Man Group plc

N/A

Shares— from 155,396

Change-155,396 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 154,256

Change-154,256 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 152,878

Change-152,878 (-100%)

Value—

Barclays PLC

N/A

Shares— from 128,358

Change-128,358 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 119,005

Change-119,005 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 112,117

Change-112,117 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 111,756

Change-111,756 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 101,615

Change-101,615 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 95,516

Change-95,516 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 92,379

Change-92,379 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 91,416

Change-91,416 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 87,722

Change-87,722 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 85,049

Change-85,049 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 80,948

Change-80,948 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 79,941

Change-79,941 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 79,100

Change-79,100 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 77,992

Change-77,992 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 74,383

Change-74,383 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 71,892

Change-71,892 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 69,926

Change-69,926 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 69,085

Change-69,085 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 63,750

Change-63,750 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 62,220

Change-62,220 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 59,427

Change-59,427 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 57,902

Change-57,902 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 54,999

Change-54,999 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 54,334

Change-54,334 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 54,006

Change-54,006 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 43,884

Change-43,884 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 40,134

Change-40,134 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 38,648

Change-38,648 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 38,568

Change-38,568 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 36,053

Change-36,053 (-100%)

Value—

Scientech Research LLC

N/A

Shares— from 35,190

Change-35,190 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 33,143

Change-33,143 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 31,321

Change-31,321 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 30,170

Change-30,170 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 26,300

Change-26,300 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 25,295

Change-25,295 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 24,230

Change-24,230 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 23,770

Change-23,770 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 23,677

Change-23,677 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 22,575

Change-22,575 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 22,177

Change-22,177 (-100%)

Value—

Parkwoods Wealth Partners, LLC

N/A

Shares— from 21,038

Change-21,038 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 20,887

Change-20,887 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Alta Wealth Advisors LLC

N/A

Shares— from 18,164

Change-18,164 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 17,801

Change-17,801 (-100%)

Value—

Blair William & Co

N/A

Shares— from 16,146

Change-16,146 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 15,581

Change-15,581 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 14,973

Change-14,973 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 14,412

Change-14,412 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 14,267

Change-14,267 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 12,725

Change-12,725 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 12,474

Change-12,474 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 11,159

Change-11,159 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,843

Change-7,843 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 3,547

Change-3,547 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2,195

Change-2,195 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,995

Change-1,995 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,871

Change-1,871 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 778

Change-778 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 756

Change-756 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 678

Change-678 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Quarry LP

N/A

Shares— from 225

Change-225 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 180

Change-180 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	868,227	839,729	+28,498	+3%	$957.3K	$798.8K	-$158.5K	2026-10-13
Bank of New York Mellon Corp	UNCHANGED	619,149	619,149	0	0%	$705.8K	$569.6K	-$136.2K	2026-11-05
Alps Advisors Inc	INCREASED	364,094	272,262	+91,832	+34%	$310.4K	$335.0K	+$24.6K	2026-11-03
State of Alaska, Department of Revenue	DECREASED	230,453	246,078	-15,625	-6%	$262.0K	$212.0K	-$50.0K	2026-10-15
State of Wyoming	INCREASED	192,008	16,125	+175,883	+1091%	$18.4K	$176.6K	+$158.3K	2026-10-28
Creative Planning	DECREASED	135,515	545,740	-410,225	-75%	$622.1K	$124.7K	-$497.5K	2026-11-02
Strs Ohio	NEW	106,300	—	+106,300	—	—	$97.8K	—	2026-10-30
Choreo, LLC	DECREASED	101,310	562,423	-461,113	-82%	$641.2K	$93.2K	-$548.0K	2026-10-28
CWA Asset Management Group, LLC	DECREASED	43,000	59,000	-16,000	-27%	$67.3K	$39.6K	-$27.7K	2026-10-19
PFG Private Wealth Management, LLC	NEW	37,335	—	+37,335	—	—	$34.3K	—	2026-10-15
ProShare Advisors LLC	DECREASED	32,447	33,836	-1,389	-4%	$38.6K	$29.9K	-$8.7K	2026-10-29
Principal Financial Group Inc	INCREASED	28,527	18,312	+10,215	+56%	$20.9K	$26.2K	+$5.4K	2026-11-02
Xponance LLC	DECREASED	24,179	24,606	-427	-2%	$28.1K	$22.2K	-$5.8K	2026-11-03
Simplex Trading, LLC	NEW	23,585	—	+23,585	—	—	$21.7K	—	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	22,217	112,474	-90,257	-80%	$157.5K	$18.1K	-$139.4K	2026-10-13
StoneX Group Inc.	NEW	17,145	—	+17,145	—	—	$15.9K	—	2026-11-03
PDS Planning, Inc	DECREASED	15,000	50,000	-35,000	-70%	$57.0K	$13.8K	-$43.2K	2026-11-03
Traynor Capital Management, Inc.	UNCHANGED	14,600	14,600	0	0%	$16.6K	$13.4K	-$3.2K	2026-10-29
Citigroup Inc	DECREASED	14,482	1,124,570	-1,110,088	-99%	$1.3M	$13.3K	-$1.3M	2026-11-04
Unified Investment Management	UNCHANGED	14,000	14,000	0	0%	$16.0K	$12.9K	-$3.1K	2026-10-14
Independent Wealth Network Inc.	UNCHANGED	13,003	13,003	0	0%	$14.8K	$12.0K	-$2.9K	2026-10-19
Legacy Private Trust Co.	UNCHANGED	12,250	12,250	0	0%	$14.0K	$11.3K	-$2.7K	2026-10-06
Wealth Effects LLC	UNCHANGED	12,000	12,000	0	0%	$13.7K	$11.0K	-$2.6K	2026-10-23
Northern Lights Advisors, Inc.	NEW	11,856	—	+11,856	—	—	$10.9K	—	2026-10-21
James J. Burns & Company, LLC	UNCHANGED	11,448	11,448	0	0%	$13.1K	$10.5K	-$2.5K	2026-10-22
Onyx Bridge Wealth Group LLC	DECREASED	10,800	15,300	-4,500	-29%	$17.4K	$9.9K	-$7.5K	2026-10-16
Eagle Wealth Strategies LLC	UNCHANGED	10,000	10,000	0	0%	$11.4K	$9.2K	-$2.2K	2026-10-20
Sterling Capital Management LLC	INCREASED	8,112	1,362	+6,750	+496%	$1.6K	$7.5K	+$5.9K	2026-10-22
Gamma Investing LLC	NEW	6,614	—	+6,614	—	—	$6.1K	—	2026-10-08
Farther Finance Advisors, LLC	DECREASED	5,422	8,039	-2,617	-33%	$9.1K	$5.0K	-$4.1K	2026-10-08
Nisa Investment Advisors, LLC	DECREASED	2,355	3,088	-733	-24%	$3.5K	$2.2K	-$1.4K	2026-10-20
Gen-Wealth Partners Inc	UNCHANGED	2,295	2,295	0	0%	$2.6K	$2.1K	-$505	2026-11-04
Activest Wealth Management	UNCHANGED	2,000	2,000	0	0%	$2.3K	$1.8K	-$440	2026-10-15
Essential Partners LLC	DECREASED	1,485	3,350	-1,865	-56%	$3.8K	$1.4K	-$2.5K	2026-10-14
SJS Investment Consulting Inc.	INCREASED	1,115	551	+564	+102%	$629	$1.0K	+$397	2026-10-26
Buck Wealth Strategies, LLC	UNCHANGED	1,100	1,100	0	0%	$1.3K	$1.0K	-$242	2026-10-28
Parkside Financial Bank & Trust	INCREASED	1,045	465	+580	+125%	$524	$959	+$435	2026-10-27
Entrust Financial LLC	INCREASED	938	725	+213	+29%	$827	$863	+$36	2026-11-04
Larson Financial Group LLC	UNCHANGED	856	856	0	0%	$976	$788	-$188	2026-11-05
Root Financial Partners, LLC	NEW	416	—	+416	—	—	$383	—	2026-10-21
SBI Securities Co., Ltd.	INCREASED	344	39	+305	+782%	$44	$316	+$272	2026-10-22
TD Waterhouse Canada Inc.	UNCHANGED	327	327	0	0%	$392	$284	-$108	2026-10-16
Capital Advisors, Ltd. LLC	UNCHANGED	320	320	0	0%	$0	$0	$0	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	289	1,997	-1,708	-86%	$2.3K	$266	-$2.0K	2026-11-04
True Wealth Design, LLC	DECREASED	247	711	-464	-65%	$811	$228	-$583	2026-10-13
Caitong International Asset Management Co., Ltd	DECREASED	57	60	-3	-5%	$68	$52	-$16	2026-10-29
Provenance Wealth Advisors, LLC	NEW	56	—	+56	—	—	$52	—	2026-10-30
IFP Advisors, Inc	DECREASED	44	166	-122	-73%	$189	$40	-$149	2026-10-16
Dimensional Fund Advisors LP	CLOSED	0	358,627	-358,627	-100%	$408.4K	$0	-$408.4K	2026-11-04
Abel Hall, LLC	CLOSED	0	75,438	-75,438	-100%	$86.0K	$0	-$86.0K	2026-10-19
Beacon Hill Wealth Management Ltd.	CLOSED	0	20,000	-20,000	-100%	$22.8K	$0	-$22.8K	2026-10-21
Brighton Jones LLC	CLOSED	0	19,650	-19,650	-100%	$22.4K	$0	-$22.4K	2026-11-03
Chicago Partners Investment Group LLC	CLOSED	0	19,400	-19,400	-100%	$23.7K	$0	-$23.7K	2026-10-27
HB Wealth Management, LLC	CLOSED	0	16,881	-16,881	-100%	$19.2K	$0	-$19.2K	2026-10-23
Commonwealth Equity Services, LLC	CLOSED	0	12,610	-12,610	-100%	$14.4K	$0	-$14.4K	2026-11-02
Cambridge Investment Research Advisors, Inc.	CLOSED	0	12,219	-12,219	-100%	$14.0K	$0	-$14.0K	2026-11-02
J.W. Cole Advisors, Inc.	CLOSED	0	11,937	-11,937	-100%	$13.6K	$0	-$13.6K	2026-11-05
Clear Harbor Asset Management, LLC	CLOSED	0	10,000	-10,000	-100%	$11.4K	$0	-$11.4K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	413	-413	-100%	$520	$0	-$520	2026-10-16
BlackRock, Inc.	N/A	—	19,986,374	-19,986,374	-100%	$22.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	11,322,143	-11,322,143	-100%	$12.9M	—	—	—
AQR Capital Management LLC	N/A	—	9,151,524	-9,151,524	-100%	$10.4M	—	—	—
Geode Capital Management, LLC	N/A	—	6,727,302	-6,727,302	-100%	$7.7M	—	—	—
State Street Corp	N/A	—	5,390,853	-5,390,853	-100%	$6.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	4,273,026	-4,273,026	-100%	$4.9M	—	—	—
Acadian Asset Management LLC	N/A	—	4,004,867	-4,004,867	-100%	$4.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	3,689,167	-3,689,167	-100%	$4.2M	—	—	—
Millennium Management LLC	N/A	—	3,196,605	-3,196,605	-100%	$3.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,533,977	-2,533,977	-100%	$2.9M	—	—	—
Two Sigma Investments, LP	N/A	—	2,436,673	-2,436,673	-100%	$2.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	2,300,438	-2,300,438	-100%	$2.6M	—	—	—
Northern Trust Corp	N/A	—	2,160,365	-2,160,365	-100%	$2.5M	—	—	—
Nantahala Capital Management, LLC	N/A	—	2,000,000	-2,000,000	-100%	$2.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,908,797	-1,908,797	-100%	$2.2M	—	—	—
FMR LLC	N/A	—	1,871,059	-1,871,059	-100%	$2.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,779,707	-1,779,707	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	1,717,659	-1,717,659	-100%	$2.0M	—	—	—
UBS Group AG	N/A	—	1,374,950	-1,374,950	-100%	$1.6M	—	—	—
Renaissance Technologies LLC	N/A	—	1,223,963	-1,223,963	-100%	$1.4M	—	—	—
Morgan Stanley	N/A	—	701,540	-701,540	-100%	$799.8K	—	—	—
Invesco Ltd.	N/A	—	694,928	-694,928	-100%	$792.2K	—	—	—
Mangrove Partners IM, LLC	N/A	—	666,954	-666,954	-100%	$760.3K	—	—	—
Ameriprise Financial Inc	N/A	—	626,160	-626,160	-100%	$713.8K	—	—	—
Nuveen, LLC	N/A	—	596,599	-596,599	-100%	$680.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	589,821	-589,821	-100%	$672.4K	—	—	—
Quantinno Capital Management LP	N/A	—	562,123	-562,123	-100%	$640.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	531,813	-531,813	-100%	$606.3K	—	—	—
Panagora Asset Management Inc	N/A	—	466,519	-466,519	-100%	$531.8K	—	—	—
Bank of America Corp	N/A	—	458,750	-458,750	-100%	$523.0K	—	—	—
Eversept Partners, LP	N/A	—	427,095	-427,095	-100%	$486.9K	—	—	—
Alliancebernstein L.P.	N/A	—	354,910	-354,910	-100%	$493.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	323,600	-323,600	-100%	$368.9K	—	—	—
Virtus Advisers, LLC	N/A	—	315,737	-315,737	-100%	$359.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	308,115	-308,115	-100%	$352.0K	—	—	—
Rhumbline Advisers	N/A	—	307,503	-307,503	-100%	$350.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	300,367	-300,367	-100%	$342.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	294,900	-294,900	-100%	$336.2K	—	—	—
JPMorgan Chase & Co	N/A	—	269,040	-269,040	-100%	$298.6K	—	—	—
Deutsche Bank Ag\	N/A	—	256,883	-256,883	-100%	$292.8K	—	—	—
Franklin Resources Inc	N/A	—	251,014	-251,014	-100%	$286.2K	—	—	—
Wells Fargo & Company	N/A	—	236,916	-236,916	-100%	$270.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	220,561	-220,561	-100%	$251.4K	—	—	—
Graham Capital Management, L.P.	N/A	—	207,759	-207,759	-100%	$236.8K	—	—	—
Wealthspire Advisors, LLC	N/A	—	180,002	-180,002	-100%	$205.2K	—	—	—
Wellington Management Group LLP	N/A	—	170,955	-170,955	-100%	$194.9K	—	—	—
Man Group plc	N/A	—	155,396	-155,396	-100%	$177.2K	—	—	—
Mariner, LLC	N/A	—	154,256	-154,256	-100%	$175.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	152,878	-152,878	-100%	$174.3K	—	—	—
Barclays PLC	N/A	—	128,358	-128,358	-100%	$146.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	119,005	-119,005	-100%	$135.7K	—	—	—
Cerity Partners LLC	N/A	—	112,117	-112,117	-100%	$127.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	111,756	-111,756	-100%	$127.4K	—	—	—
Group One Trading LLC	N/A	—	101,615	-101,615	-100%	$115.8K	—	—	—
Fiduciary Trust Co	N/A	—	100,000	-100,000	-100%	$114.0K	—	—	—
LPL Financial LLC	N/A	—	95,516	-95,516	-100%	$108.9K	—	—	—
IEQ Capital, LLC	N/A	—	92,379	-92,379	-100%	$105.3K	—	—	—
Jain Global LLC	N/A	—	91,416	-91,416	-100%	$104.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	87,722	-87,722	-100%	$100.0K	—	—	—
GSA Capital Partners LLP	N/A	—	85,049	-85,049	-100%	$97.0K	—	—	—
Focus Partners Wealth	N/A	—	80,948	-80,948	-100%	$92.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	79,941	-79,941	-100%	$91.1K	—	—	—
New York State Common Retirement Fund	N/A	—	79,100	-79,100	-100%	$90.2K	—	—	—
Headlands Technologies LLC	N/A	—	77,992	-77,992	-100%	$88.9K	—	—	—
SEI Investments Co	N/A	—	74,383	-74,383	-100%	$84.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	71,892	-71,892	-100%	$82.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	69,926	-69,926	-100%	$79.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	69,085	-69,085	-100%	$78.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	63,750	-63,750	-100%	$72.7K	—	—	—
Intech Investment Management LLC	N/A	—	62,220	-62,220	-100%	$70.9K	—	—	—
Squarepoint Ops LLC	N/A	—	59,427	-59,427	-100%	$67.7K	—	—	—
Raymond James Financial Inc	N/A	—	57,902	-57,902	-100%	$66.0K	—	—	—
Arax Advisory Partners	N/A	—	54,999	-54,999	-100%	$62.7K	—	—	—
Voya Investment Management LLC	N/A	—	54,334	-54,334	-100%	$61.9K	—	—	—
Captrust Financial Advisors	N/A	—	54,006	-54,006	-100%	$61.6K	—	—	—
Prudential Financial Inc	N/A	—	43,884	-43,884	-100%	$50.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	40,134	-40,134	-100%	$45.8K	—	—	—
EP Wealth Advisors, LLC	N/A	—	38,648	-38,648	-100%	$44.1K	—	—	—
HighTower Advisors, LLC	N/A	—	38,568	-38,568	-100%	$44.0K	—	—	—
Gotham Asset Management, LLC	N/A	—	36,053	-36,053	-100%	$41.1K	—	—	—
Scientech Research LLC	N/A	—	35,190	-35,190	-100%	$40.1K	—	—	—
Empirical Asset Management, LLC	N/A	—	35,000	-35,000	-100%	$39.9K	—	—	—
Neuberger Berman Group LLC	N/A	—	33,143	-33,143	-100%	$37.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	31,321	-31,321	-100%	$35.7K	—	—	—
Victory Capital Management Inc	N/A	—	30,170	-30,170	-100%	$34.4K	—	—	—
Legal & General Group Plc	N/A	—	26,300	-26,300	-100%	$30.0K	—	—	—
R Squared Ltd	N/A	—	25,295	-25,295	-100%	$28.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	24,230	-24,230	-100%	$27.6K	—	—	—
MAI Capital Management	N/A	—	23,770	-23,770	-100%	$27.1K	—	—	—
HSBC Holdings PLC	N/A	—	23,677	-23,677	-100%	$26.9K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	22,575	-22,575	-100%	$25.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	22,177	-22,177	-100%	$25.3K	—	—	—
Parkwoods Wealth Partners, LLC	N/A	—	21,038	-21,038	-100%	$24.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	20,887	-20,887	-100%	$23.8K	—	—	—
Nicolet Bankshares Inc	N/A	—	20,000	-20,000	-100%	$26.0K	—	—	—
Alta Wealth Advisors LLC	N/A	—	18,164	-18,164	-100%	$20.7K	—	—	—
Massar Capital Management, LP	N/A	—	17,801	-17,801	-100%	$20.3K	—	—	—
Blair William & Co	N/A	—	16,146	-16,146	-100%	$18.4K	—	—	—
Carr Financial Group Corp	N/A	—	15,581	-15,581	-100%	$17.8K	—	—	—
Forum Finance Group S.A.	N/A	—	14,973	-14,973	-100%	$14	—	—	—
Merit Financial Group, LLC	N/A	—	14,412	-14,412	-100%	$16.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	14,267	-14,267	-100%	$16.3K	—	—	—
Proficio Capital Partners LLC	N/A	—	12,725	-12,725	-100%	$14.5K	—	—	—
Pallas Capital Advisors LLC	N/A	—	12,474	-12,474	-100%	$14.2K	—	—	—
Bank of Montreal	N/A	—	11,159	-11,159	-100%	$12.7K	—	—	—
Royal Bank of Canada	N/A	—	7,843	-7,843	-100%	$9.0K	—	—	—
Allworth Financial LP	N/A	—	7,770	-7,770	-100%	$8.9K	—	—	—
California State Teachers Retirement System	N/A	—	3,547	-3,547	-100%	$4.0K	—	—	—
Rothschild Investment LLC	N/A	—	2,195	-2,195	-100%	$2.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,995	-1,995	-100%	$2.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,871	-1,871	-100%	$2.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,400	-1,400	-100%	$1.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	778	-778	-100%	$887	—	—	—
Truvestments Capital LLC	N/A	—	756	-756	-100%	$862	—	—	—
Clearstead Advisors, LLC	N/A	—	678	-678	-100%	$773	—	—	—
Private Wealth Asset Management, LLC	N/A	—	500	-500	-100%	$570	—	—	—
Quarry LP	N/A	—	225	-225	-100%	$257	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	180	-180	-100%	$205	—	—	—
Bogart Wealth, LLC	N/A	—	25	-25	-100%	$29	—	—	—

Showing 178 of 178 institutions