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Alkami Technology Inc (ALKT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Algebris (UK) LTD
INCREASED
Shares3,478,848 from 3,430,009
Change+48,839 (+1%)
Value$47.6M (-$14.3M)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares1,754,276 from 1,944,209
Change-189,933 (-10%)
Value$24.0M (-$11.2M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares645,352 from 337,471
Change+307,881 (+91%)
Value$8.8M (+$2.7M)
Filed 2026-11-04
Congress Asset Management Co
INCREASED
Shares511,425 from 415,976
Change+95,449 (+23%)
Value$7.0M (-$536.1K)
Filed 2026-10-06
Bank of New York Mellon Corp
INCREASED
Shares415,698 from 397,443
Change+18,255 (+5%)
Value$5.7M (-$1.5M)
Filed 2026-11-05
Lingotto Investment Management LLP
NEW
Shares400,378
Change+400,378
Value$5.5M
Filed 2026-10-27
Nicholas Company, Inc.
INCREASED
Shares380,612 from 346,582
Change+34,030 (+10%)
Value$5.2M (-$1.1M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares298,523 from 294,903
Change+3,620 (+1%)
Value$4.1M (-$1.3M)
Filed 2026-11-06
Aberdeen Group plc
NEW
Shares235,006
Change+235,006
Value$3.2M
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares210,723 from 200,980
Change+9,743 (+5%)
Value$2.9M (-$757.0K)
Filed 2026-11-04
Taylor Frigon Capital Management LLC
DECREASED
Shares148,125 from 149,276
Change-1,151 (-1%)
Value$2.0M (-$677.1K)
Filed 2026-10-23
Penbrook Management LLC
DECREASED
Shares138,010 from 140,585
Change-2,575 (-2%)
Value$1.9M (-$658.0K)
Filed 2026-10-16
Simplex Trading, LLC
INCREASED
Shares97,020 from 21,706
Change+75,314 (+347%)
Value$1.3M (+$934.9K)
Filed 2026-11-04
Chicago Capital, LLC
INCREASED
Shares95,081 from 69,245
Change+25,836 (+37%)
Value$1.3M (+$46.9K)
Filed 2026-10-13
CenterBook Partners LP
NEW
Shares93,292
Change+93,292
Value$1.3M
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares86,792 from 2,260
Change+84,532 (+3740%)
Value$1.2M (+$1.1M)
Filed 2026-10-08
Barclays PLC
INCREASED
Shares75,037 from 9,534
Change+65,503 (+687%)
Value$1.0M (+$854.5K)
Filed 2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$684.5K (-$221.5K)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares46,310 from 46,310
Change0 (0%)
Value$634.0K (-$205.2K)
Filed 2026-10-07
Lee Financial Co
UNCHANGED
Shares40,480 from 40,480
Change0 (0%)
Value$554.2K (-$179.3K)
Filed 2026-10-16
Lavelle Capital LP
DECREASED
Shares39,655 from 48,658
Change-9,003 (-18%)
Value$542.9K (-$338.8K)
Filed 2026-11-03
Diversified Trust Co
DECREASED
Shares24,616 from 26,366
Change-1,750 (-7%)
Value$337.0K (-$140.8K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares23,905 from 17,132
Change+6,773 (+40%)
Value$327.3K (+$16.8K)
Filed 2026-11-02
Amundi
DECREASED
Shares21,695 from 25,235
Change-3,540 (-14%)
Value$297.0K (-$160.3K)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares20,305 from 15,175
Change+5,130 (+34%)
Value$278.0K (+$3.0K)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares18,078 from 18,735
Change-657 (-4%)
Value$247.5K (-$92.0K)
Filed 2026-11-06
Fulcrum Equity Management
UNCHANGED
Shares16,850 from 16,850
Change0 (0%)
Value$230.7K (-$74.6K)
Filed 2026-10-21
Harbor Capital Advisors, Inc.
DECREASED
Shares16,276 from 17,313
Change-1,037 (-6%)
Value$223.0K (-$91.0K)
Filed 2026-10-22
Imc-Chicago, LLC
INCREASED
Shares15,939 from 11,056
Change+4,883 (+44%)
Value$218.2K (+$17.9K)
Filed 2026-11-05
Arizona State Retirement System
DECREASED
Shares15,085 from 18,456
Change-3,371 (-18%)
Value$206.5K (-$127.9K)
Filed 2026-11-03
Savant Capital, LLC
NEW
Shares14,680
Change+14,680
Value$201.0K
Filed 2026-11-06
Zions Bancorporation, National Association
DECREASED
Shares14,357 from 20,928
Change-6,571 (-31%)
Value$196.5K (-$182.7K)
Filed 2026-11-06
Axxion S.A.
INCREASED
Shares10,752 from 9,585
Change+1,167 (+12%)
Value$147.2K (-$26.5K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares6,569 from 15,944
Change-9,375 (-59%)
Value$89.9K (-$199.0K)
Filed 2026-11-06
Bayforest Capital Ltd
NEW
Shares6,251
Change+6,251
Value$85.6K
Filed 2026-11-03
State of Alaska, Department of Revenue
INCREASED
Shares5,748 from 4,878
Change+870 (+18%)
Value$78.0K (-$10.0K)
Filed 2026-10-15
Leonteq Securities AG
NEW
Shares5,108
Change+5,108
Value$69.9K
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares4,783 from 4,750
Change+33 (+1%)
Value$65.5K (-$20.6K)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares2,854 from 2,734
Change+120 (+4%)
Value$38.2K (-$8.3K)
Filed 2026-11-04
Summit Securities Group LLC
INCREASED
Shares2,437 from 2,000
Change+437 (+22%)
Value$33.4K (-$2.9K)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares2,103 from 239
Change+1,864 (+780%)
Value$28.8K (+$24.5K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares1,897 from 79
Change+1,818 (+2301%)
Value$26.0K (+$24.5K)
Filed 2026-11-03
Assetmark, Inc
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$25.3K (-$8.2K)
Filed 2026-10-21
DekaBank Deutsche Girozentrale
NEW
Shares1,797
Change+1,797
Value$25
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares1,689 from 1,598
Change+91 (+6%)
Value$23.1K (-$5.8K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares1,603 from 768
Change+835 (+109%)
Value$29.0K (+$15.1K)
Filed 2026-11-06
Essex Investment Management Co LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$21.5K (-$6.9K)
Filed 2026-10-19
IFP Advisors, Inc
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$19.3K (-$6.2K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
NEW
Shares1,388
Change+1,388
Value$19.0K
Filed 2026-10-28
Nykredit A/S
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$18.3K (-$5.9K)
Filed 2026-11-06
Versant Capital Management, Inc
DECREASED
Shares1,304 from 3,238
Change-1,934 (-60%)
Value$17.9K (-$40.8K)
Filed 2026-10-02
SBI Securities Co., Ltd.
INCREASED
Shares1,148 from 55
Change+1,093 (+1987%)
Value$15.7K (+$14.7K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$11.8K (-$3.8K)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares810 from 835
Change-25 (-3%)
Value$11.1K (-$4.0K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares614 from 710
Change-96 (-14%)
Value$8.4K (-$4.5K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares470 from 54
Change+416 (+770%)
Value$6.4K (+$5.5K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares431
Change+431
Value$5.9K
Filed 2026-10-09
Bullock Wealth Management Group
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$5.0K (-$1.7K)
Filed 2026-10-09
First Horizon Corp
DECREASED
Shares339 from 946
Change-607 (-64%)
Value$4.6K (-$12.5K)
Filed 2026-10-26
Covestor Ltd
DECREASED
Shares276 from 743
Change-467 (-63%)
Value$4 (-$9)
Filed 2026-10-30
True Wealth Design, LLC
DECREASED
Shares276 from 493
Change-217 (-44%)
Value$3.8K (-$5.2K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares208
Change+208
Value$2.8K
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares181
Change+181
Value$2.5K
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares179 from 329
Change-150 (-46%)
Value$2.5K (-$3.5K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares179 from 118
Change+61 (+52%)
Value$2.5K (+$318)
Filed 2026-10-23
Bare Financial Services, Inc
NEW
Shares132
Change+132
Value$1.8K
Filed 2026-11-04
Fortitude Family Office, LLC
DECREASED
Shares59 from 60
Change-1 (-2%)
Value$808 (-$279)
Filed 2026-10-14
Parkside Financial Bank & Trust
NEW
Shares57
Change+57
Value$781
Filed 2026-10-27
Torren Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$465 (-$151)
Filed 2026-10-29
Burk Holdings LLC
NEW
Shares29
Change+29
Value$397
Filed 2026-11-05
Clearstead Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$165 (-$53)
Filed 2026-11-06
SJS Investment Consulting Inc.
NEW
Shares6
Change+6
Value$83
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares1 from 2
Change-1 (-50%)
Value$13 (-$23)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
Herald Investment Management Ltd
CLOSED
Shares0 from 400,000
Change-400,000 (-100%)
Value$0 (-$7.2M)
Filed 2026-10-05
Mutual of America Capital Management LLC
CLOSED
Shares0 from 69,551
Change-69,551 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Tectonic Advisors LLC
CLOSED
Shares0 from 40,614
Change-40,614 (-100%)
Value$0 (-$735.9K)
Filed 2026-10-22
LPL Financial LLC
CLOSED
Shares0 from 29,790
Change-29,790 (-100%)
Value$0 (-$539.8K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 16,779
Change-16,779 (-100%)
Value$0 (-$304.0K)
Filed 2026-10-29
Cannon Global Investment Management, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$181.2K)
Filed 2026-10-20
West Tower Group, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$181.2K)
Filed 2026-10-14
KBC Group NV
CLOSED
Shares0 from 2,766
Change-2,766 (-100%)
Value$0 (-$50.0K)
Filed 2026-10-22
Hilltop National Bank
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-14
Horizon Financial Services, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-04
Blue Trust, Inc.
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
General Atlantic, L.P.
N/A
Shares— from 19,379,038
Change-19,379,038 (-100%)
Value—
North Reef Capital Management LP
N/A
Shares— from 9,225,000
Change-9,225,000 (-100%)
Value—
Jana Partners Management, LPA
N/A
Shares— from 6,747,707
Change-6,747,707 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,128,251
Change-6,128,251 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,358,689
Change-4,358,689 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,344,848
Change-4,344,848 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,909,945
Change-2,909,945 (-100%)
Value—
Irenic Capital Management LPA
N/A
Shares— from 2,675,151
Change-2,675,151 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,589,800
Change-2,589,800 (-100%)
Value—
Long Path Partners LP
N/A
Shares— from 2,239,524
Change-2,239,524 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,931,864
Change-1,931,864 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,567,060
Change-1,567,060 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,553,600
Change-1,553,600 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 1,476,832
Change-1,476,832 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,459,967
Change-1,459,967 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,450,006
Change-1,450,006 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,209,526
Change-1,209,526 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,173,716
Change-1,173,716 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,018,260
Change-1,018,260 (-100%)
Value—
Cypress Point Investment Management LP
N/A
Shares— from 936,985
Change-936,985 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 889,660
Change-889,660 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 773,621
Change-773,621 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 719,149
Change-719,149 (-100%)
Value—
Praesidium Investment Management Company, LLC
N/A
Shares— from 704,497
Change-704,497 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 685,628
Change-685,628 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 682,690
Change-682,690 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 642,511
Change-642,511 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 627,781
Change-627,781 (-100%)
Value—
Tetragon Partners GP Ltd
N/A
Shares— from 600,284
Change-600,284 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 544,139
Change-544,139 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 451,503
Change-451,503 (-100%)
Value—
Monimus Capital Management, LP
N/A
Shares— from 437,735
Change-437,735 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 425,728
Change-425,728 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 338,221
Change-338,221 (-100%)
Value—
Sovereign's Capital Management, LLC
N/A
Shares— from 321,766
Change-321,766 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 290,595
Change-290,595 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 277,123
Change-277,123 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 276,757
Change-276,757 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 268,559
Change-268,559 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 242,763
Change-242,763 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 237,358
Change-237,358 (-100%)
Value—
Bullseye Asset Management LLC
N/A
Shares— from 207,250
Change-207,250 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 186,803
Change-186,803 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 174,980
Change-174,980 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 168,931
Change-168,931 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 168,023
Change-168,023 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 155,711
Change-155,711 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 149,907
Change-149,907 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 147,743
Change-147,743 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 134,200
Change-134,200 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 132,250
Change-132,250 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 123,003
Change-123,003 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 121,675
Change-121,675 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 105,790
Change-105,790 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 105,707
Change-105,707 (-100%)
Value—
Varcov Co.
N/A
Shares— from 101,983
Change-101,983 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 100,943
Change-100,943 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 96,600
Change-96,600 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 94,857
Change-94,857 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 93,611
Change-93,611 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 91,879
Change-91,879 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 88,931
Change-88,931 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 78,476
Change-78,476 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 77,507
Change-77,507 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 77,140
Change-77,140 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 67,766
Change-67,766 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 66,306
Change-66,306 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 65,655
Change-65,655 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 53,356
Change-53,356 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 49,642
Change-49,642 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 43,444
Change-43,444 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 40,156
Change-40,156 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 39,883
Change-39,883 (-100%)
Value—
Blair William & Co
N/A
Shares— from 38,921
Change-38,921 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 34,932
Change-34,932 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 33,771
Change-33,771 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 33,581
Change-33,581 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 31,701
Change-31,701 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 31,313
Change-31,313 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 31,241
Change-31,241 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 29,575
Change-29,575 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,981
Change-26,981 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 26,768
Change-26,768 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,328
Change-26,328 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 23,842
Change-23,842 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 23,622
Change-23,622 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 22,030
Change-22,030 (-100%)
Value—
&partners
N/A
Shares— from 21,569
Change-21,569 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,482
Change-19,482 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 19,179
Change-19,179 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 18,886
Change-18,886 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 18,306
Change-18,306 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,195
Change-18,195 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 16,477
Change-16,477 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,633
Change-12,633 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 11,996
Change-11,996 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 11,428
Change-11,428 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Allstate Corp
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 868
Change-868 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 622
Change-622 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 39
Change-39 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Algebris (UK) LTD
INCREASED3,478,8483,430,009+48,839+1%$62.0M$47.6M-$14.3M2026-11-06
Geode Capital Management, LLC
DECREASED1,754,2761,944,209-189,933-10%$35.2M$24.0M-$11.2M2026-11-06
Dimensional Fund Advisors LP
INCREASED645,352337,471+307,881+91%$6.1M$8.8M+$2.7M2026-11-04
Congress Asset Management Co
INCREASED511,425415,976+95,449+23%$7.5M$7.0M-$536.1K2026-10-06
Bank of New York Mellon Corp
INCREASED415,698397,443+18,255+5%$7.2M$5.7M-$1.5M2026-11-05
Lingotto Investment Management LLP
NEW400,378—+400,378——$5.5M—2026-10-27
Nicholas Company, Inc.
INCREASED380,612346,582+34,030+10%$6.3M$5.2M-$1.1M2026-11-05
Deutsche Bank Ag\
INCREASED298,523294,903+3,620+1%$5.3M$4.1M-$1.3M2026-11-06
Aberdeen Group plc
NEW235,006—+235,006——$3.2M—2026-11-06
Citigroup Inc
INCREASED210,723200,980+9,743+5%$3.6M$2.9M-$757.0K2026-11-04
Taylor Frigon Capital Management LLC
DECREASED148,125149,276-1,151-1%$2.7M$2.0M-$677.1K2026-10-23
Penbrook Management LLC
DECREASED138,010140,585-2,575-2%$2.5M$1.9M-$658.0K2026-10-16
Simplex Trading, LLC
INCREASED97,02021,706+75,314+347%$393.3K$1.3M+$934.9K2026-11-04
Chicago Capital, LLC
INCREASED95,08169,245+25,836+37%$1.3M$1.3M+$46.9K2026-10-13
CenterBook Partners LP
NEW93,292—+93,292——$1.3M—2026-11-02
Farther Finance Advisors, LLC
INCREASED86,7922,260+84,532+3740%$40.8K$1.2M+$1.1M2026-10-08
Barclays PLC
INCREASED75,0379,534+65,503+687%$172.8K$1.0M+$854.5K2026-11-06
Crescent Grove Advisors, LLC
UNCHANGED50,00050,00000%$906.0K$684.5K-$221.5K2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED46,31046,31000%$839.1K$634.0K-$205.2K2026-10-07
Lee Financial Co
UNCHANGED40,48040,48000%$733.5K$554.2K-$179.3K2026-10-16
Lavelle Capital LP
DECREASED39,65548,658-9,003-18%$881.7K$542.9K-$338.8K2026-11-03
Diversified Trust Co
DECREASED24,61626,366-1,750-7%$477.8K$337.0K-$140.8K2026-11-06
Creative Planning
INCREASED23,90517,132+6,773+40%$310.4K$327.3K+$16.8K2026-11-02
Amundi
DECREASED21,69525,235-3,540-14%$457.3K$297.0K-$160.3K2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED20,30515,175+5,130+34%$275.0K$278.0K+$3.0K2026-10-29
Russell Investments Group, Ltd.
DECREASED18,07818,735-657-4%$339.5K$247.5K-$92.0K2026-11-06
Fulcrum Equity Management
UNCHANGED16,85016,85000%$305.3K$230.7K-$74.6K2026-10-21
Harbor Capital Advisors, Inc.
DECREASED16,27617,313-1,037-6%$314.0K$223.0K-$91.0K2026-10-22
Imc-Chicago, LLC
INCREASED15,93911,056+4,883+44%$200.3K$218.2K+$17.9K2026-11-05
Arizona State Retirement System
DECREASED15,08518,456-3,371-18%$334.4K$206.5K-$127.9K2026-11-03
Savant Capital, LLC
NEW14,680—+14,680——$201.0K—2026-11-06
Zions Bancorporation, National Association
DECREASED14,35720,928-6,571-31%$379.2K$196.5K-$182.7K2026-11-06
Axxion S.A.
INCREASED10,7529,585+1,167+12%$173.7K$147.2K-$26.5K2026-10-22
PNC Financial Services Group, Inc.
DECREASED6,56915,944-9,375-59%$288.9K$89.9K-$199.0K2026-11-06
Bayforest Capital Ltd
NEW6,251—+6,251——$85.6K—2026-11-03
State of Alaska, Department of Revenue
INCREASED5,7484,878+870+18%$88.0K$78.0K-$10.0K2026-10-15
Leonteq Securities AG
NEW5,108—+5,108——$69.9K—2026-10-29
Fifth Third Bancorp
INCREASED4,7834,750+33+1%$86.1K$65.5K-$20.6K2026-11-05
Fulcrum Asset Management LLP
INCREASED2,8542,734+120+4%$46.5K$38.2K-$8.3K2026-11-04
Summit Securities Group LLC
INCREASED2,4372,000+437+22%$36.2K$33.4K-$2.9K2026-11-05
Sterling Capital Management LLC
INCREASED2,103239+1,864+780%$4.3K$28.8K+$24.5K2026-10-22
Parallel Advisors, LLC
INCREASED1,89779+1,818+2301%$1.4K$26.0K+$24.5K2026-11-03
Assetmark, Inc
UNCHANGED1,8501,85000%$33.5K$25.3K-$8.2K2026-10-21
DekaBank Deutsche Girozentrale
NEW1,797—+1,797——$25—2026-10-27
Gamma Investing LLC
INCREASED1,6891,598+91+6%$29.0K$23.1K-$5.8K2026-10-08
Allworth Financial LP
INCREASED1,603768+835+109%$13.9K$29.0K+$15.1K2026-11-06
Essex Investment Management Co LLC
UNCHANGED1,5671,56700%$28.4K$21.5K-$6.9K2026-10-19
IFP Advisors, Inc
UNCHANGED1,4101,41000%$25.5K$19.3K-$6.2K2026-10-16
Exchange Traded Concepts, LLC
NEW1,388—+1,388——$19.0K—2026-10-28
Nykredit A/S
UNCHANGED1,3351,33500%$24.2K$18.3K-$5.9K2026-11-06
Versant Capital Management, Inc
DECREASED1,3043,238-1,934-60%$58.7K$17.9K-$40.8K2026-10-02
SBI Securities Co., Ltd.
INCREASED1,14855+1,093+1987%$997$15.7K+$14.7K2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED86386300%$15.6K$11.8K-$3.8K2026-10-20
US Bancorp \de\
DECREASED810835-25-3%$15.1K$11.1K-$4.0K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED614710-96-14%$12.9K$8.4K-$4.5K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED47054+416+770%$978$6.4K+$5.5K2026-11-03
GK Wealth Management LLC
NEW431—+431——$5.9K—2026-10-09
Bullock Wealth Management Group
UNCHANGED35635600%$6.7K$5.0K-$1.7K2026-10-09
First Horizon Corp
DECREASED339946-607-64%$17.1K$4.6K-$12.5K2026-10-26
Covestor Ltd
DECREASED276743-467-63%$13$4-$92026-10-30
True Wealth Design, LLC
DECREASED276493-217-44%$8.9K$3.8K-$5.2K2026-10-13
Provenance Wealth Advisors, LLC
NEW208—+208——$2.8K—2026-10-30
Root Financial Partners, LLC
NEW181—+181——$2.5K—2026-10-21
Essential Partners LLC
DECREASED179329-150-46%$6.0K$2.5K-$3.5K2026-10-14
Signaturefd, LLC
INCREASED179118+61+52%$2.1K$2.5K+$3182026-10-23
Bare Financial Services, Inc
NEW132—+132——$1.8K—2026-11-04
Fortitude Family Office, LLC
DECREASED5960-1-2%$1.1K$808-$2792026-10-14
Parkside Financial Bank & Trust
NEW57—+57——$781—2026-10-27
Torren Management, LLC
UNCHANGED343400%$616$465-$1512026-10-29
Burk Holdings LLC
NEW29—+29——$397—2026-11-05
Clearstead Advisors, LLC
UNCHANGED121200%$218$165-$532026-11-06
SJS Investment Consulting Inc.
NEW6—+6——$83—2026-10-26
Hughes Financial Services, LLC
DECREASED12-1-50%$36$13-$232026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED1100%$0$0$02026-10-27
Herald Investment Management Ltd
CLOSED0400,000-400,000-100%$7.2M$0-$7.2M2026-10-05
Mutual of America Capital Management LLC
CLOSED069,551-69,551-100%$1.3M$0-$1.3M2026-10-23
Tectonic Advisors LLC
CLOSED040,614-40,614-100%$735.9K$0-$735.9K2026-10-22
LPL Financial LLC
CLOSED029,790-29,790-100%$539.8K$0-$539.8K2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED016,779-16,779-100%$304.0K$0-$304.0K2026-10-29
Cannon Global Investment Management, LLC
CLOSED010,000-10,000-100%$181.2K$0-$181.2K2026-10-20
West Tower Group, LLC
CLOSED010,000-10,000-100%$181.2K$0-$181.2K2026-10-14
KBC Group NV
CLOSED02,766-2,766-100%$50.0K$0-$50.0K2026-10-22
Hilltop National Bank
CLOSED0373-373-100%$6.8K$0-$6.8K2026-10-14
Horizon Financial Services, LLC
CLOSED0200-200-100%$3.6K$0-$3.6K2026-11-04
Blue Trust, Inc.
CLOSED0129-129-100%$2.3K$0-$2.3K2026-10-15
General Atlantic, L.P.
N/A—19,379,038-19,379,038-100%$351.1M———
North Reef Capital Management LP
N/A—9,225,000-9,225,000-100%$167.2M———
Jana Partners Management, LPA
N/A—6,747,707-6,747,707-100%$122.3M———
BlackRock, Inc.
N/A—6,128,251-6,128,251-100%$111.0M———
UBS Group AG
N/A—4,358,689-4,358,689-100%$79.0M———
Vanguard Portfolio Management LLC
N/A—4,344,848-4,344,848-100%$78.7M———
Vanguard Capital Management LLC
N/A—2,909,945-2,909,945-100%$52.7M———
Irenic Capital Management LPA
N/A—2,675,151-2,675,151-100%$48.5M———
Manufacturers Life Insurance Company, the
N/A—2,589,800-2,589,800-100%$46.9M———
Long Path Partners LP
N/A—2,239,524-2,239,524-100%$40.6M———
State Street Corp
N/A—1,931,864-1,931,864-100%$34.9M———
Citadel Advisors LLC
N/A—1,567,060-1,567,060-100%$28.4M———
Goldman Sachs Group Inc
N/A—1,553,600-1,553,600-100%$28.2M———
Cadian Capital Management, LP
N/A—1,476,832-1,476,832-100%$26.8M———
FMR LLC
N/A—1,459,967-1,459,967-100%$26.5M———
Select Equity Group, L.P.
N/A—1,450,006-1,450,006-100%$26.3M———
Morgan Stanley
N/A—1,209,526-1,209,526-100%$21.9M———
GW&K Investment Management, LLC
N/A—1,173,716-1,173,716-100%$21.3M———
Bank of America Corp
N/A—1,018,260-1,018,260-100%$18.5M———
Cypress Point Investment Management LP
N/A—936,985-936,985-100%$17.0M———
Champlain Investment Partners, LLC
N/A—889,660-889,660-100%$16.1M———
Nomura Holdings Inc
N/A—773,621-773,621-100%$14.0M———
Royal Bank of Canada
N/A—719,149-719,149-100%$13.0M———
Praesidium Investment Management Company, LLC
N/A—704,497-704,497-100%$12.8M———
Northern Trust Corp
N/A—685,628-685,628-100%$12.4M———
ArrowMark Colorado Holdings LLC
N/A—682,690-682,690-100%$12.4M———
Charles Schwab Investment Management Inc
N/A—642,511-642,511-100%$11.6M———
Granahan Investment Management, LLC
N/A—627,781-627,781-100%$11.4M———
Tetragon Partners GP Ltd
N/A—600,284-600,284-100%$10.9M———
Vanguard Fiduciary Trust Co
N/A—544,139-544,139-100%$9.9M———
Clearline Capital LP
N/A—451,503-451,503-100%$8.2M———
Monimus Capital Management, LP
N/A—437,735-437,735-100%$7.9M———
First Eagle Investment Management, LLC
N/A—425,728-425,728-100%$7.7M———
Hodges Capital Management Inc.
N/A—338,221-338,221-100%$6.1M———
Sovereign's Capital Management, LLC
N/A—321,766-321,766-100%$5.8M———
Marshall Wace, LLP
N/A—290,595-290,595-100%$5.3M———
Jain Global LLC
N/A—277,123-277,123-100%$5.0M———
Jupiter Asset Management LTD
N/A—276,757-276,757-100%$5.0M———
Royce & Associates LP
N/A—268,559-268,559-100%$4.9M———
UBS Asset Management Americas LLC
N/A—242,763-242,763-100%$4.4M———
Quantinno Capital Management LP
N/A—237,358-237,358-100%$4.3M———
Bullseye Asset Management LLC
N/A—207,250-207,250-100%$3.8M———
AQR Capital Management LLC
N/A—186,803-186,803-100%$3.4M———
Nuveen, LLC
N/A—174,980-174,980-100%$3.2M———
Millennium Management LLC
N/A—168,931-168,931-100%$3.1M———
SEI Investments Co
N/A—168,023-168,023-100%$3.0M———
Advisory Research Inc
N/A—155,711-155,711-100%$2.8M———
Susquehanna Fundamental Investments, LLC
N/A—149,907-149,907-100%$2.7M———
Bluefin Capital Management, LLC
N/A—147,743-147,743-100%$2.7M———
Swiss National Bank
N/A—134,200-134,200-100%$2.4M———
CIBC World Market Inc.
N/A—132,250-132,250-100%$2.4M———
XTX Topco Ltd
N/A—123,003-123,003-100%$2.2M———
Rice Hall James & Associates, LLC
N/A—121,675-121,675-100%$2.2M———
Susquehanna International Group, LLP
N/A—105,790-105,790-100%$1.9M———
George Kaiser Family Foundation
N/A—105,707-105,707-100%$1.9M———
Varcov Co.
N/A—101,983-101,983-100%$1.8M———
Captrust Financial Advisors
N/A—100,943-100,943-100%$1.8M———
Galaxy Digital Capital Management GP LLC
N/A—96,600-96,600-100%$1.8M———
California State Teachers Retirement System
N/A—94,857-94,857-100%$1.7M———
Raymond James Financial Inc
N/A—93,611-93,611-100%$1.7M———
Price T Rowe Associates Inc
N/A—91,879-91,879-100%$1.7M———
Rhumbline Advisers
N/A—88,931-88,931-100%$1.6M———
Invesco Ltd.
N/A—78,476-78,476-100%$1.4M———
Alliancebernstein L.P.
N/A—77,507-77,507-100%$1.2M———
Massachusetts Financial Services Co
N/A—77,140-77,140-100%$1.4M———
JPMorgan Chase & Co
N/A—67,766-67,766-100%$1.2M———
Wells Fargo & Company
N/A—66,306-66,306-100%$1.2M———
Vanguard Asset Management, Ltd
N/A—65,655-65,655-100%$1.2M———
Legal & General Group Plc
N/A—53,356-53,356-100%$966.8K———
SG Americas Securities, LLC
N/A—49,642-49,642-100%$900.0K———
GSA Capital Partners LLP
N/A—43,444-43,444-100%$787.0K———
Hudson Bay Capital Management LP
N/A—40,156-40,156-100%$727.6K———
MetLife Investment Management, LLC
N/A—39,883-39,883-100%$722.7K———
Blair William & Co
N/A—38,921-38,921-100%$705.2K———
Headlands Technologies LLC
N/A—34,932-34,932-100%$633.0K———
Mirabella Financial Services LLP
N/A—33,771-33,771-100%$611.9K———
State of Wisconsin Investment Board
N/A—33,581-33,581-100%$608.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—31,701-31,701-100%$574.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—31,313-31,313-100%$567.4K———
Vanguard Global Advisers, LLC
N/A—31,241-31,241-100%$566.1K———
Jupiter Topco LLC
N/A—29,575-29,575-100%$535.8K———
Jones Financial Companies Lllp
N/A—26,981-26,981-100%$443.0K———
Bridgefront Capital, LLC
N/A—26,768-26,768-100%$485.0K———
Natixis Advisors, LLC
N/A—26,328-26,328-100%$477.0K———
New York State Common Retirement Fund
N/A—23,842-23,842-100%$432.0K———
Quadrature Capital Ltd
N/A—23,622-23,622-100%$428.0K———
Handelsbanken Fonder AB
N/A—23,100-23,100-100%$419.0K———
Sompo Asset Management Co., Ltd.
N/A—22,030-22,030-100%$399.2K———
&partners
N/A—21,569-21,569-100%$390.8K———
Mercer Global Advisors Inc
N/A—19,482-19,482-100%$353.0K———
SummitTX Capital, L.P.
N/A—19,179-19,179-100%$347.5K———
Police & Firemen's Retirement System of New Jersey
N/A—18,886-18,886-100%$342.2K———
Squarepoint Ops LLC
N/A—18,715-18,715-100%$339.1K———
Cresset Asset Management, LLC
N/A—18,556-18,556-100%$336.2K———
Lazard Asset Management LLC
N/A—18,306-18,306-100%$331.7K———
Envestnet Asset Management Inc
N/A—18,195-18,195-100%$329.7K———
Vanguard Investments Australia, Ltd.
N/A—16,477-16,477-100%$298.6K———
Picton Mahoney Asset Management
N/A—15,980-15,980-100%$289.6K———
KLP Kapitalforvaltning AS
N/A—15,600-15,600-100%$282.7K———
Commerce Bank
N/A—15,444-15,444-100%$279.8K———
Intech Investment Management LLC
N/A—14,844-14,844-100%$269.0K———
Atom Investors LP
N/A—13,723-13,723-100%$248.7K———
Voya Investment Management LLC
N/A—13,567-13,567-100%$245.8K———
BNP Paribas Financial Markets
N/A—12,633-12,633-100%$228.9K———
Fiduciary Trust Co
N/A—12,600-12,600-100%$228.3K———
Entropy Technologies, LP
N/A—12,453-12,453-100%$225.6K———
Graham Capital Management, L.P.
N/A—11,996-11,996-100%$217.4K———
Two Sigma Investments, LP
N/A—11,428-11,428-100%$207.1K———
State Board of Administration of Florida Retirement System
N/A—11,340-11,340-100%$205.5K———
Prudential Financial Inc
N/A—11,315-11,315-100%$205.0K———
Ingalls & Snyder LLC
N/A—10,950-10,950-100%$198.0K———
Allstate Corp
N/A—10,523-10,523-100%$190.7K———
Group One Trading LLC
N/A—5,848-5,848-100%$106.0K———
Ameritas Investment Partners, Inc.
N/A—5,701-5,701-100%$103.3K———
Arax Advisory Partners
N/A—5,007-5,007-100%$90.7K———
Palladiem, LLC
N/A—4,645-4,645-100%$84.2K———
Advisors Asset Management, Inc.
N/A—4,037-4,037-100%$73.2K———
Tower Research Capital LLC (TRC)
N/A—2,954-2,954-100%$53.5K———
Rockefeller Capital Management L.P.
N/A—1,249-1,249-100%$22.6K———
Acadian Asset Management LLC
N/A—1,085-1,085-100%$19———
BNP Paribas Asset Management Holding S.A.
N/A—915-915-100%$16.6K———
Huntington National Bank
N/A—868-868-100%$15.7K———
Smartleaf Asset Management LLC
N/A—731-731-100%$12.4K———
Geneos Wealth Management Inc.
N/A—622-622-100%$11.3K———
Allied Private Wealth LLC
N/A—550-550-100%$9.7K———
LOS Angeles Capital Management LLC
N/A—304-304-100%$5.5K———
Global Retirement Partners, LLC
N/A—234-234-100%$4.2K———
BFC Planning, Inc.
N/A—140-140-100%$2.5K———
Rothschild Investment LLC
N/A—60-60-100%$1.1K———
Elequin Capital, LP
N/A—39-39-100%$707———
Osaic Holdings, Inc.
N/A—28-28-100%$507———
JPL Wealth Management, LLC
N/A—10-10-100%$182———
Walleye Capital LLC
N/A—6-6-100%$109———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$54———
Showing 219 of 219 institutions