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Allogene Therapeutics Inc (ALLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Candriam S.C.A.
INCREASED
Shares5,422,820 from 4,336,296
Change+1,086,524 (+25%)
Value$8.7M (-$302.6K)
Filed 2026-11-03
Dimensional Fund Advisors LP
DECREASED
Shares3,202,488 from 3,239,077
Change-36,589 (-1%)
Value$5.1M (-$1.6M)
Filed 2026-11-04
Wildcat Capital Management, LLC
UNCHANGED
Shares2,920,787 from 2,920,787
Change0 (0%)
Value$4.7M (-$1.4M)
Filed 2026-10-28
Raiffeisen Bank International AG
UNCHANGED
Shares1,100,000 from 1,100,000
Change0 (0%)
Value$1.8M (-$660.0K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,039,328 from 722,928
Change+316,400 (+44%)
Value$1.7M (+$159.2K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares749,988 from 727,182
Change+22,806 (+3%)
Value$1.2M (-$312.6K)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares546,210 from 547,189
Change-979 (0%)
Value$873.9K (-$264.2K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares454,472 from 350,303
Change+104,169 (+30%)
Value$727.2K (-$1.5K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares453,806 from 426,437
Change+27,369 (+6%)
Value$726.1K (-$160.9K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares308,864 from 515,499
Change-206,635 (-40%)
Value$494.2K (-$578.1K)
Filed 2026-11-04
Harold Davidson & Associates Inc.
DECREASED
Shares281,434 from 281,522
Change-88 (0%)
Value$450.3K (-$135.3K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares279,259
Change+279,259
Value$446.8K
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares174,258 from 174,258
Change0 (0%)
Value$278.8K (-$83.6K)
Filed 2026-10-21
Indivisible Partners
NEW
Shares147,000
Change+147,000
Value$235.2K
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares141,379 from 169,698
Change-28,319 (-17%)
Value$226.2K (-$126.8K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares137,212 from 125,062
Change+12,150 (+10%)
Value$219.5K (-$40.6K)
Filed 2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED
Shares63,039 from 54,931
Change+8,108 (+15%)
Value$102.1K (-$12.1K)
Filed 2026-10-28
Bourgeon Capital Management LLC
INCREASED
Shares48,000 from 45,000
Change+3,000 (+7%)
Value$76.8K (-$16.8K)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares45,303 from 46,070
Change-767 (-2%)
Value$72.5K (-$23.3K)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares40,000 from 35,000
Change+5,000 (+14%)
Value$64.0K (-$8.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares31,015 from 68,551
Change-37,536 (-55%)
Value$43.4K (-$93.7K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares24,992 from 26,348
Change-1,356 (-5%)
Value$40.0K (-$14.8K)
Filed 2026-10-19
Xponance LLC
DECREASED
Shares24,874 from 25,312
Change-438 (-2%)
Value$39.8K (-$12.9K)
Filed 2026-11-03
Phoenix Wealth Advisors
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$33.6K (-$10.1K)
Filed 2026-11-03
Regatta Capital Group, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$32.0K (-$9.6K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares17,655 from 15,437
Change+2,218 (+14%)
Value$28.2K (-$3.9K)
Filed 2026-11-03
Investment House LLC
UNCHANGED
Shares16,529 from 16,529
Change0 (0%)
Value$26.4K (-$7.9K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares16,219 from 15,325
Change+894 (+6%)
Value$26.0K (-$5.9K)
Filed 2026-10-08
Shikiar Asset Management Inc
UNCHANGED
Shares15,750 from 15,750
Change0 (0%)
Value$25.0K (-$8.0K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares14,313 from 18,579
Change-4,266 (-23%)
Value$22.9K (-$15.7K)
Filed 2026-10-29
Principal Financial Group Inc
NEW
Shares13,402
Change+13,402
Value$21.4K
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares13,357 from 33,002
Change-19,645 (-60%)
Value$21.4K (-$47.3K)
Filed 2026-11-03
Oppenheimer & Co Inc
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$18.4K (-$5.5K)
Filed 2026-10-26
JSF Financial, LLC
UNCHANGED
Shares10,640 from 10,640
Change0 (0%)
Value$17.0K (-$5.1K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
NEW
Shares10,000
Change+10,000
Value$16.0K
Filed 2026-10-13
Clear Harbor Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$16.0K (-$4.8K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
INCREASED
Shares7,431 from 6,820
Change+611 (+9%)
Value$11.9K (-$2.3K)
Filed 2026-10-26
Signaturefd, LLC
DECREASED
Shares6,904 from 7,057
Change-153 (-2%)
Value$11.0K (-$3.6K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares5,117 from 5,349
Change-232 (-4%)
Value$8.2K (-$2.9K)
Filed 2026-10-22
Simplex Trading, LLC
NEW
Shares2,431
Change+2,431
Value$3.9K
Filed 2026-11-04
Trust Co
NEW
Shares2,000
Change+2,000
Value$3.2K
Filed 2026-10-09
Parallel Advisors, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$1.9K (-$575)
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$1.7K (-$502)
Filed 2026-10-14
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$1.6K (-$493)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares780 from 2,099
Change-1,319 (-63%)
Value$1.2K (-$3.2K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares658 from 486
Change+172 (+35%)
Value$1.1K (+$42)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares613 from 536
Change+77 (+14%)
Value$981 (-$134)
Filed 2026-10-22
Mainstream Capital Management LLC
NEW
Shares551
Change+551
Value$882
Filed 2026-10-23
Bell Investment Advisors, Inc
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$778 (-$233)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$720 (-$216)
Filed 2026-10-20
Leonteq Securities AG
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$562 (-$168)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares178 from 5,391
Change-5,213 (-97%)
Value$285 (-$10.9K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares167 from 593
Change-426 (-72%)
Value$267 (-$966)
Filed 2026-10-16
Parkside Financial Bank & Trust
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$255 (-$76)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares73 from 121
Change-48 (-40%)
Value$0 ($0)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares44
Change+44
Value$70
Filed 2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$32 (-$10)
Filed 2026-10-13
MacKenzie Financial Corp
CLOSED
Shares0 from 429,562
Change-429,562 (-100%)
Value$0 (-$893.5K)
Filed 2026-11-02
CFG Wealth Management Services, Inc.
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$122.0K)
Filed 2026-10-21
State of Wyoming
CLOSED
Shares0 from 33,840
Change-33,840 (-100%)
Value$0 (-$70.4K)
Filed 2026-10-28
Seven Mile Advisory
CLOSED
Shares0 from 14,434
Change-14,434 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 12,729
Change-12,729 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-30
Essential Partners LLC
CLOSED
Shares0 from 2,170
Change-2,170 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-14
SJS Investment Consulting Inc.
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$955)
Filed 2026-10-26
Avion Wealth
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 ($0)
Filed 2026-11-04
True Wealth Design, LLC
CLOSED
Shares0 from 377
Change-377 (-100%)
Value$0 (-$785)
Filed 2026-10-13
Cullen T Bankers, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$177)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 30,146,963
Change-30,146,963 (-100%)
Value—
Frazier Life Sciences Management, L.P.
N/A
Shares— from 22,446,668
Change-22,446,668 (-100%)
Value—
Pfizer Inc
N/A
Shares— from 22,032,040
Change-22,032,040 (-100%)
Value—
State Street Corp
N/A
Shares— from 19,025,826
Change-19,025,826 (-100%)
Value—
TPG GP A, LLC
N/A
Shares— from 18,716,306
Change-18,716,306 (-100%)
Value—
Sio Capital Management, LLC
N/A
Shares— from 13,323,431
Change-13,323,431 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 13,123,440
Change-13,123,440 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 12,166,636
Change-12,166,636 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,009,043
Change-12,009,043 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,087,770
Change-10,087,770 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,784,348
Change-7,784,348 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 7,049,328
Change-7,049,328 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,148,959
Change-6,148,959 (-100%)
Value—
GordonMD Global Investments LP
N/A
Shares— from 5,298,000
Change-5,298,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 5,095,408
Change-5,095,408 (-100%)
Value—
Patient Square Capital LP
N/A
Shares— from 5,050,000
Change-5,050,000 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 5,001,752
Change-5,001,752 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,843,889
Change-4,843,889 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,710,735
Change-4,710,735 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,639,283
Change-4,639,283 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,509,962
Change-4,509,962 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 4,500,624
Change-4,500,624 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,212,078
Change-4,212,078 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,834,312
Change-3,834,312 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,621,579
Change-3,621,579 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 3,268,012
Change-3,268,012 (-100%)
Value—
RTW Investments, LP
N/A
Shares— from 3,250,000
Change-3,250,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,187,320
Change-3,187,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,038,392
Change-3,038,392 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 3,000,000
Change-3,000,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,955,282
Change-2,955,282 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,274,363
Change-2,274,363 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,006,288
Change-2,006,288 (-100%)
Value—
Dafna Capital Management LLC
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,838,344
Change-1,838,344 (-100%)
Value—
Boxer Capital Management, LLC
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,455,103
Change-1,455,103 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,438,434
Change-1,438,434 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 772,786
Change-772,786 (-100%)
Value—
Man Group plc
N/A
Shares— from 701,901
Change-701,901 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 678,972
Change-678,972 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 624,648
Change-624,648 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 580,371
Change-580,371 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 485,621
Change-485,621 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 469,866
Change-469,866 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 462,080
Change-462,080 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 438,409
Change-438,409 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 426,274
Change-426,274 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 381,400
Change-381,400 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 337,535
Change-337,535 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 330,290
Change-330,290 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 322,827
Change-322,827 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 318,366
Change-318,366 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 309,741
Change-309,741 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 285,590
Change-285,590 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 281,949
Change-281,949 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 266,417
Change-266,417 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 259,747
Change-259,747 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 256,580
Change-256,580 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 241,524
Change-241,524 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 225,878
Change-225,878 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 220,670
Change-220,670 (-100%)
Value—
Barclays PLC
N/A
Shares— from 219,718
Change-219,718 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 215,185
Change-215,185 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 210,493
Change-210,493 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 207,404
Change-207,404 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 205,453
Change-205,453 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 186,427
Change-186,427 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 172,209
Change-172,209 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 161,597
Change-161,597 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 161,438
Change-161,438 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 158,160
Change-158,160 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 156,175
Change-156,175 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 146,779
Change-146,779 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 137,874
Change-137,874 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 122,420
Change-122,420 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 116,933
Change-116,933 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 115,500
Change-115,500 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 114,419
Change-114,419 (-100%)
Value—
NWI Management LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 98,511
Change-98,511 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 97,591
Change-97,591 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 97,400
Change-97,400 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 95,991
Change-95,991 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 93,641
Change-93,641 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 83,217
Change-83,217 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 80,616
Change-80,616 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 79,197
Change-79,197 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 78,280
Change-78,280 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 75,949
Change-75,949 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 69,920
Change-69,920 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 67,811
Change-67,811 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 61,500
Change-61,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 58,992
Change-58,992 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 56,759
Change-56,759 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 56,520
Change-56,520 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 53,079
Change-53,079 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 52,780
Change-52,780 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 49,398
Change-49,398 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 48,320
Change-48,320 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 48,097
Change-48,097 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 47,593
Change-47,593 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 46,285
Change-46,285 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 45,442
Change-45,442 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 44,033
Change-44,033 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 39,018
Change-39,018 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 30,923
Change-30,923 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 29,521
Change-29,521 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 28,952
Change-28,952 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 26,835
Change-26,835 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 23,151
Change-23,151 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 22,807
Change-22,807 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 21,789
Change-21,789 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 18,980
Change-18,980 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,463
Change-18,463 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 16,776
Change-16,776 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 15,866
Change-15,866 (-100%)
Value—
&partners
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 14,901
Change-14,901 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,653
Change-14,653 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,788
Change-11,788 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,698
Change-11,698 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 954
Change-954 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 654
Change-654 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 330
Change-330 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 211
Change-211 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Status
Candriam S.C.A.
INCREASED5,422,8204,336,296+1,086,524+25%$9.0M$8.7M-$302.6K2026-11-03
Dimensional Fund Advisors LP
DECREASED3,202,4883,239,077-36,589-1%$6.7M$5.1M-$1.6M2026-11-04
Wildcat Capital Management, LLC
UNCHANGED2,920,7872,920,78700%$6.1M$4.7M-$1.4M2026-10-28
Raiffeisen Bank International AG
UNCHANGED1,100,0001,100,00000%$2.4M$1.8M-$660.0K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED1,039,328722,928+316,400+44%$1.5M$1.7M+$159.2K2026-10-13
Bank of New York Mellon Corp
INCREASED749,988727,182+22,806+3%$1.5M$1.2M-$312.6K2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED546,210547,189-9790%$1.1M$873.9K-$264.2K2026-11-05
Alps Advisors Inc
INCREASED454,472350,303+104,169+30%$728.6K$727.2K-$1.5K2026-11-03
Creative Planning
INCREASED453,806426,437+27,369+6%$887.0K$726.1K-$160.9K2026-11-02
Citigroup Inc
DECREASED308,864515,499-206,635-40%$1.1M$494.2K-$578.1K2026-11-04
Harold Davidson & Associates Inc.
DECREASED281,434281,522-880%$585.6K$450.3K-$135.3K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW279,259—+279,259——$446.8K—2026-10-27
OpenArc Corporate Advisory, LLC
UNCHANGED174,258174,25800%$362.5K$278.8K-$83.6K2026-10-21
Indivisible Partners
NEW147,000—+147,000——$235.2K—2026-10-26
Profund Advisors LLC
DECREASED141,379169,698-28,319-17%$353.0K$226.2K-$126.8K2026-10-29
Choreo, LLC
INCREASED137,212125,062+12,150+10%$260.1K$219.5K-$40.6K2026-10-28
China Universal Asset Management Co., Ltd.
INCREASED63,03954,931+8,108+15%$114.3K$102.1K-$12.1K2026-10-28
Bourgeon Capital Management LLC
INCREASED48,00045,000+3,000+7%$93.6K$76.8K-$16.8K2026-10-19
ProShare Advisors LLC
DECREASED45,30346,070-767-2%$95.8K$72.5K-$23.3K2026-10-29
Vontobel Holding Ltd.
INCREASED40,00035,000+5,000+14%$72.8K$64.0K-$8.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED31,01568,551-37,536-55%$137.1K$43.4K-$93.7K2026-10-13
Abel Hall, LLC
DECREASED24,99226,348-1,356-5%$54.8K$40.0K-$14.8K2026-10-19
Xponance LLC
DECREASED24,87425,312-438-2%$52.6K$39.8K-$12.9K2026-11-03
Phoenix Wealth Advisors
UNCHANGED21,00021,00000%$43.7K$33.6K-$10.1K2026-11-03
Regatta Capital Group, LLC
UNCHANGED20,00020,00000%$41.6K$32.0K-$9.6K2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED17,65515,437+2,218+14%$32.1K$28.2K-$3.9K2026-11-03
Investment House LLC
UNCHANGED16,52916,52900%$34.4K$26.4K-$7.9K2026-10-21
Gamma Investing LLC
INCREASED16,21915,325+894+6%$31.9K$26.0K-$5.9K2026-10-08
Shikiar Asset Management Inc
UNCHANGED15,75015,75000%$33.0K$25.0K-$8.0K2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED14,31318,579-4,266-23%$38.6K$22.9K-$15.7K2026-10-29
Principal Financial Group Inc
NEW13,402—+13,402——$21.4K—2026-11-02
Brighton Jones LLC
DECREASED13,35733,002-19,645-60%$68.6K$21.4K-$47.3K2026-11-03
Oppenheimer & Co Inc
UNCHANGED11,50011,50000%$23.9K$18.4K-$5.5K2026-10-26
JSF Financial, LLC
UNCHANGED10,64010,64000%$22.1K$17.0K-$5.1K2026-10-22
Baldwin Wealth Partners LLC
NEW10,000—+10,000——$16.0K—2026-10-13
Clear Harbor Asset Management, LLC
UNCHANGED10,00010,00000%$20.8K$16.0K-$4.8K2026-11-05
GF Fund Management Co. Ltd.
INCREASED7,4316,820+611+9%$14.2K$11.9K-$2.3K2026-10-26
Signaturefd, LLC
DECREASED6,9047,057-153-2%$14.7K$11.0K-$3.6K2026-10-23
Sterling Capital Management LLC
DECREASED5,1175,349-232-4%$11.1K$8.2K-$2.9K2026-10-22
Simplex Trading, LLC
NEW2,431—+2,431——$3.9K—2026-11-04
Trust Co
NEW2,000—+2,000——$3.2K—2026-10-09
Parallel Advisors, LLC
UNCHANGED1,1981,19800%$2.5K$1.9K-$5752026-11-03
Fortitude Family Office, LLC
UNCHANGED1,0441,04400%$2.2K$1.7K-$5022026-10-14
Nisa Investment Advisors, LLC
UNCHANGED1,0281,02800%$2.1K$1.6K-$4932026-10-20
Farther Finance Advisors, LLC
DECREASED7802,099-1,319-63%$4.4K$1.2K-$3.2K2026-10-08
US Bancorp \de\
INCREASED658486+172+35%$1.0K$1.1K+$422026-11-05
SBI Securities Co., Ltd.
INCREASED613536+77+14%$1.1K$981-$1342026-10-22
Mainstream Capital Management LLC
NEW551—+551——$882—2026-10-23
Bell Investment Advisors, Inc
UNCHANGED48648600%$1.0K$778-$2332026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED45045000%$936$720-$2162026-10-20
Leonteq Securities AG
UNCHANGED35135100%$730$562-$1682026-10-29
EverSource Wealth Advisors, LLC
DECREASED1785,391-5,213-97%$11.2K$285-$10.9K2026-11-04
IFP Advisors, Inc
DECREASED167593-426-72%$1.2K$267-$9662026-10-16
Parkside Financial Bank & Trust
UNCHANGED15915900%$331$255-$762026-10-27
Covestor Ltd
DECREASED73121-48-40%$0$0$02026-10-30
Rossby Financial, LCC
NEW44—+44——$70—2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED202000%$42$32-$102026-10-13
MacKenzie Financial Corp
CLOSED0429,562-429,562-100%$893.5K$0-$893.5K2026-11-02
CFG Wealth Management Services, Inc.
CLOSED040,000-40,000-100%$122.0K$0-$122.0K2026-10-21
State of Wyoming
CLOSED033,840-33,840-100%$70.4K$0-$70.4K2026-10-28
Seven Mile Advisory
CLOSED014,434-14,434-100%$30.0K$0-$30.0K2026-10-22
Kestra Private Wealth Services, LLC
CLOSED012,729-12,729-100%$26.5K$0-$26.5K2026-10-30
Essential Partners LLC
CLOSED02,170-2,170-100%$4.5K$0-$4.5K2026-10-14
SJS Investment Consulting Inc.
CLOSED0459-459-100%$955$0-$9552026-10-26
Avion Wealth
CLOSED0440-440-100%$0$0$02026-11-04
True Wealth Design, LLC
CLOSED0377-377-100%$785$0-$7852026-10-13
Cullen T Bankers, Inc.
CLOSED085-85-100%$177$0-$1772026-10-28
BlackRock, Inc.
N/A—30,146,963-30,146,963-100%$62.7M———
Frazier Life Sciences Management, L.P.
N/A—22,446,668-22,446,668-100%$46.7M———
Pfizer Inc
N/A—22,032,040-22,032,040-100%$46.9M———
State Street Corp
N/A—19,025,826-19,025,826-100%$39.6M———
TPG GP A, LLC
N/A—18,716,306-18,716,306-100%$38.9M———
Sio Capital Management, LLC
N/A—13,323,431-13,323,431-100%$27.7M———
Primecap Management Co
N/A—13,123,440-13,123,440-100%$27.3M———
Vanguard Capital Management LLC
N/A—12,166,636-12,166,636-100%$25.3M———
FMR LLC
N/A—12,009,043-12,009,043-100%$25.0M———
Citadel Advisors LLC
N/A—10,087,770-10,087,770-100%$21.0M———
Two Sigma Investments, LP
N/A—7,784,348-7,784,348-100%$16.2M———
Geode Capital Management, LLC
N/A—7,049,328-7,049,328-100%$14.7M———
Goldman Sachs Group Inc
N/A—6,148,959-6,148,959-100%$12.8M———
GordonMD Global Investments LP
N/A—5,298,000-5,298,000-100%$11.0M———
Marshall Wace, LLP
N/A—5,095,408-5,095,408-100%$10.6M———
Patient Square Capital LP
N/A—5,050,000-5,050,000-100%$10.5M———
Aberdeen Group plc
N/A—5,001,752-5,001,752-100%$10.4M———
Millennium Management LLC
N/A—4,843,889-4,843,889-100%$10.1M———
D. E. Shaw & Co., Inc.
N/A—4,710,735-4,710,735-100%$9.8M———
Price T Rowe Associates Inc
N/A—4,639,283-4,639,283-100%$9.7M———
Morgan Stanley
N/A—4,509,962-4,509,962-100%$9.4M———
Woodline Partners LP
N/A—4,500,624-4,500,624-100%$9.4M———
Vanguard Portfolio Management LLC
N/A—4,212,078-4,212,078-100%$8.8M———
Renaissance Technologies LLC
N/A—3,834,312-3,834,312-100%$8.0M———
HRT Financial LP
N/A—3,621,579-3,621,579-100%$7.5M———
Walleye Capital LLC
N/A—3,268,012-3,268,012-100%$6.8M———
RTW Investments, LP
N/A—3,250,000-3,250,000-100%$6.8M———
Bank of America Corp
N/A—3,187,320-3,187,320-100%$6.6M———
UBS Group AG
N/A—3,038,392-3,038,392-100%$6.3M———
Ghisallo Capital Management LLC
N/A—3,000,000-3,000,000-100%$6.2M———
Northern Trust Corp
N/A—2,955,282-2,955,282-100%$6.1M———
Charles Schwab Investment Management Inc
N/A—2,274,363-2,274,363-100%$4.7M———
AQR Capital Management LLC
N/A—2,006,288-2,006,288-100%$4.2M———
Dafna Capital Management LLC
N/A—2,000,000-2,000,000-100%$4.2M———
Vanguard Fiduciary Trust Co
N/A—1,838,344-1,838,344-100%$3.8M———
Boxer Capital Management, LLC
N/A—1,500,000-1,500,000-100%$3.1M———
Jacobs Levy Equity Management, Inc
N/A—1,455,103-1,455,103-100%$3.0M———
JPMorgan Chase & Co
N/A—1,438,434-1,438,434-100%$3.2M———
Invesco Ltd.
N/A—772,786-772,786-100%$1.6M———
Man Group plc
N/A—701,901-701,901-100%$1.5M———
Raymond James Financial Inc
N/A—678,972-678,972-100%$1.4M———
Nuveen, LLC
N/A—624,648-624,648-100%$1.3M———
IEQ Capital, LLC
N/A—580,371-580,371-100%$1.2M———
Voleon Capital Management LP
N/A—485,621-485,621-100%$1.0M———
Ameriprise Financial Inc
N/A—469,866-469,866-100%$977.3K———
TD Asset Management Inc
N/A—462,080-462,080-100%$961.1K———
Russell Investments Group, Ltd.
N/A—438,409-438,409-100%$911.9K———
Manufacturers Life Insurance Company, the
N/A—426,274-426,274-100%$886.7K———
Erste Asset Management GmbH
N/A—381,400-381,400-100%$846.7K———
Rafferty Asset Management, LLC
N/A—337,535-337,535-100%$702.1K———
Cerity Partners LLC
N/A—330,290-330,290-100%$687.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—322,827-322,827-100%$671.5K———
Acadian Asset Management LLC
N/A—318,366-318,366-100%$660.0K———
Rhumbline Advisers
N/A—309,741-309,741-100%$644.2K———
GSA Capital Partners LLP
N/A—285,590-285,590-100%$594.0K———
Deutsche Bank Ag\
N/A—281,949-281,949-100%$586.5K———
Public Employees Retirement System of Ohio
N/A—266,417-266,417-100%$554.1K———
HSBC Holdings PLC
N/A—259,747-259,747-100%$557.2K———
Wells Fargo & Company
N/A—256,580-256,580-100%$533.7K———
Bridgeway Capital Management, LLC
N/A—250,000-250,000-100%$520.0K———
Squarepoint Ops LLC
N/A—241,524-241,524-100%$502.4K———
BIT Capital GmbH
N/A—230,000-230,000-100%$478.4K———
Alliancebernstein L.P.
N/A—225,878-225,878-100%$551.1K———
LPL Financial LLC
N/A—220,670-220,670-100%$459.0K———
Barclays PLC
N/A—219,718-219,718-100%$457.0K———
Vanguard Global Advisers, LLC
N/A—215,185-215,185-100%$447.6K———
Quadrature Capital Ltd
N/A—210,493-210,493-100%$437.8K———
American Century Companies Inc
N/A—207,404-207,404-100%$431.4K———
Headlands Technologies LLC
N/A—205,453-205,453-100%$427.3K———
Royal Bank of Canada
N/A—186,427-186,427-100%$388.0K———
Virtus Investment Advisers, LLC
N/A—172,209-172,209-100%$358.2K———
Partners Capital Investment Group, LLP
N/A—161,597-161,597-100%$336.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—161,438-161,438-100%$341.3K———
Winton Group Ltd
N/A—158,160-158,160-100%$329.0K———
MetLife Investment Management, LLC
N/A—156,175-156,175-100%$324.8K———
Nomura Asset Management International Inc.
N/A—146,779-146,779-100%$305.0K———
Smartleaf Asset Management LLC
N/A—137,874-137,874-100%$306.1K———
Algert Global LLC
N/A—122,420-122,420-100%$254.6K———
Quantbot Technologies LP
N/A—116,933-116,933-100%$243.2K———
Canada Pension Plan Investment Board
N/A—115,500-115,500-100%$240.2K———
Graham Capital Management, L.P.
N/A—114,419-114,419-100%$238.0K———
NWI Management LP
N/A—100,000-100,000-100%$208.0K———
Engineers Gate Manager LP
N/A—98,511-98,511-100%$204.9K———
Virtu Financial LLC
N/A—97,591-97,591-100%$203.0K———
Bank of Nova Scotia
N/A—97,400-97,400-100%$202.6K———
Xcelsior Advisor Partners LLC
N/A—95,991-95,991-100%$199.7K———
Susquehanna International Group, LLP
N/A—93,641-93,641-100%$194.8K———
AXQ Capital, LP
N/A—83,217-83,217-100%$173.1K———
Mariner, LLC
N/A—80,616-80,616-100%$167.7K———
Captrust Financial Advisors
N/A—79,197-79,197-100%$164.7K———
Police & Firemen's Retirement System of New Jersey
N/A—78,280-78,280-100%$162.8K———
Canada Life Assurance Co
N/A—75,949-75,949-100%$157.0K———
SG Americas Securities, LLC
N/A—69,920-69,920-100%$145.0K———
Vanguard Personalized Indexing Management, LLC
N/A—67,811-67,811-100%$141.0K———
Rangeley Capital, LLC
N/A—61,500-61,500-100%$127.9K———
Mercer Global Advisors Inc
N/A—58,992-58,992-100%$122.7K———
BNP Paribas Financial Markets
N/A—56,759-56,759-100%$118.1K———
Intech Investment Management LLC
N/A—56,520-56,520-100%$117.6K———
Schonfeld Strategic Advisors LLC
N/A—53,079-53,079-100%$110.4K———
Voya Investment Management LLC
N/A—52,780-52,780-100%$109.8K———
Navalign, LLC
N/A—49,398-49,398-100%$102.7K———
SEI Investments Co
N/A—48,320-48,320-100%$100.5K———
New York State Common Retirement Fund
N/A—48,097-48,097-100%$100.0K———
E Fund Management Co., Ltd.
N/A—47,593-47,593-100%$99.0K———
Prudential Financial Inc
N/A—46,285-46,285-100%$96.3K———
Osaic Holdings, Inc.
N/A—45,442-45,442-100%$94.5K———
Arax Advisory Partners
N/A—44,033-44,033-100%$91.6K———
Brevan Howard Capital Management LP
N/A—39,018-39,018-100%$81.2K———
Westmount Partners, LLC
N/A—36,000-36,000-100%$74.9K———
XTX Topco Ltd
N/A—30,923-30,923-100%$64.3K———
Victory Capital Management Inc
N/A—29,521-29,521-100%$61.4K———
BBR Partners, LLC
N/A—28,952-28,952-100%$60.2K———
Neuberger Berman Group LLC
N/A—26,835-26,835-100%$55.8K———
Legal & General Group Plc
N/A—25,743-25,743-100%$53.5K———
Ameritas Investment Partners, Inc.
N/A—24,113-24,113-100%$50.2K———
T. Rowe Price Investment Management, Inc.
N/A—23,151-23,151-100%$49———
Polymer Capital Management (US) LLC
N/A—22,807-22,807-100%$47.4K———
Coastal Bridge Advisors, LLC
N/A—21,789-21,789-100%$45.3K———
R Squared Ltd
N/A—20,249-20,249-100%$42.1K———
Glenmede Trust Co NA
N/A—18,980-18,980-100%$39.5K———
M&T Bank Corp
N/A—18,463-18,463-100%$38.4K———
Horizon Kinetics Asset Management LLC
N/A—16,776-16,776-100%$34.9K———
Dynamic Technology Lab Private Ltd
N/A—15,866-15,866-100%$33.0K———
&partners
N/A—15,000-15,000-100%$31.2K———
Blueshift Asset Management, LLC
N/A—14,901-14,901-100%$31.0K———
CIBC Bancorp USA Inc.
N/A—14,653-14,653-100%$30.5K———
GTS Securities LLC
N/A—13,220-13,220-100%$27.5K———
Rockefeller Capital Management L.P.
N/A—12,499-12,499-100%$26.0K———
Pallas Capital Advisors LLC
N/A—11,844-11,844-100%$24.6K———
Focus Partners Wealth
N/A—11,788-11,788-100%$24.5K———
Tower Research Capital LLC (TRC)
N/A—11,698-11,698-100%$24.3K———
EP Wealth Advisors, LLC
N/A—11,304-11,304-100%$23.5K———
Ballentine Partners, LLC
N/A—11,131-11,131-100%$23.2K———
Advisors Capital Management, LLC
N/A—11,002-11,002-100%$22.9K———
Equitable Holdings, Inc.
N/A—10,000-10,000-100%$20.8K———
Group One Trading LLC
N/A—8,039-8,039-100%$16.7K———
Pacer Advisors, Inc.
N/A—5,637-5,637-100%$12———
Allworth Financial LP
N/A—5,412-5,412-100%$11.3K———
JPL Wealth Management, LLC
N/A—3,730-3,730-100%$7.8K———
California State Teachers Retirement System
N/A—3,655-3,655-100%$7.6K———
Northwestern Mutual Wealth Management Co
N/A—1,000-1,000-100%$2.1K———
Optiver Holding B.V.
N/A—954-954-100%$2.0K———
Twin Lakes Capital Management, LLC
N/A—740-740-100%$1.5K———
National Bank of Canada
N/A—654-654-100%$1.4K———
Rothschild Investment LLC
N/A—454-454-100%$944———
Zions Bancorporation, National Association
N/A—330-330-100%$686———
Huntington National Bank
N/A—211-211-100%$439———
Pinney & Scofield, Inc.
N/A—192-192-100%$399———
Clearstead Advisors, LLC
N/A—34-34-100%$71———
Showing 216 of 216 institutions