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Alpine Income Property Trust (PINE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sound Income Strategies, LLC
DECREASED
Shares1,184,498 from 1,235,594
Change-51,096 (-4%)
Value$21.2M (-$4.5M)
Filed 2026-10-09
Dimensional Fund Advisors LP
INCREASED
Shares211,353 from 197,908
Change+13,445 (+7%)
Value$3.7M (-$441.7K)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED
Shares208,703 from 208,703
Change0 (0%)
Value$3.6M (-$711.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares89,562 from 87,319
Change+2,243 (+3%)
Value$1.6M (-$258.8K)
Filed 2026-11-05
Guardian Wealth Management, Inc.
INCREASED
Shares85,084 from 79,412
Change+5,672 (+7%)
Value$1.5M (-$172.4K)
Filed 2026-10-30
AlphaCentric Advisors LLC
NEW
Shares75,000
Change+75,000
Value$1.3M
Filed 2026-11-03
Wakefield Asset Management Lllp
INCREASED
Shares65,702 from 64,661
Change+1,041 (+2%)
Value$1.1M (-$202.4K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares48,951 from 46,555
Change+2,396 (+5%)
Value$849.3K (-$117.2K)
Filed 2026-10-28
State of Wyoming
INCREASED
Shares41,967 from 25,472
Change+16,495 (+65%)
Value$728.1K (+$199.3K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares25,530 from 23,000
Change+2,530 (+11%)
Value$442.9K (-$34.5K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares24,362 from 23,864
Change+498 (+2%)
Value$422.7K (-$72.7K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares24,280 from 21,390
Change+2,890 (+14%)
Value$421.3K (-$22.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
NEW
Shares18,968
Change+18,968
Value$329.1K
Filed 2026-10-26
Asset Management One Co., Ltd.
INCREASED
Shares18,066 from 14,147
Change+3,919 (+28%)
Value$313.4K (+$19.8K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares17,932 from 22,322
Change-4,390 (-20%)
Value$311.0K (-$152.0K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED
Shares15,731 from 15,731
Change0 (0%)
Value$272.9K (-$53.6K)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares13,970 from 11,832
Change+2,138 (+18%)
Value$242.4K (-$3.3K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,681 from 16,682
Change-3,001 (-18%)
Value$237.0K (-$109.0K)
Filed 2026-11-02
Creative Planning
NEW
Shares13,262
Change+13,262
Value$230.1K
Filed 2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED
Shares12,839 from 12,604
Change+235 (+2%)
Value$222.8K (-$38.9K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares12,016 from 12,016
Change0 (0%)
Value$208.5K (-$41.0K)
Filed 2026-11-05
Diligent Investors, LLC
INCREASED
Shares11,786 from 11,570
Change+216 (+2%)
Value$204.5K (-$35.7K)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares11,380 from 1,765
Change+9,615 (+545%)
Value$185.3K (+$148.7K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares10,523 from 10,573
Change-50 (0%)
Value$182.6K (-$36.9K)
Filed 2026-10-19
State of Alaska, Department of Revenue
INCREASED
Shares10,137 from 9,618
Change+519 (+5%)
Value$152.0K (-$22.0K)
Filed 2026-10-15
Fifth Third Bancorp
NEW
Shares7,575
Change+7,575
Value$131.4K
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares7,554 from 7,554
Change0 (0%)
Value$131.0K (-$29.7K)
Filed 2026-11-06
Daiwa Securities Group Inc.
INCREASED
Shares6,069 from 5,375
Change+694 (+13%)
Value$105.3K (-$6.3K)
Filed 2026-10-29
Strs Ohio
INCREASED
Shares4,500 from 2,500
Change+2,000 (+80%)
Value$78.1K (+$26.2K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares1,195 from 7,532
Change-6,337 (-84%)
Value$20.7K (-$135.6K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares1,140
Change+1,140
Value$19.8K
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares742 from 263
Change+479 (+182%)
Value$12.9K (+$7.4K)
Filed 2026-10-08
Simplex Trading, LLC
NEW
Shares682
Change+682
Value$11.8K
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares648
Change+648
Value$11.2K
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$10.4K (-$2.0K)
Filed 2026-10-14
Parkside Financial Bank & Trust
NEW
Shares577
Change+577
Value$10.0K
Filed 2026-10-27
Signature Equity Partners, LLC
NEW
Shares400
Change+400
Value$6.9K
Filed 2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares393 from 397
Change-4 (-1%)
Value$6.8K (-$1.4K)
Filed 2026-10-05
Sterling Capital Management LLC
DECREASED
Shares323 from 13,432
Change-13,109 (-98%)
Value$5.6K (-$273.2K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares295 from 492
Change-197 (-40%)
Value$5.1K (-$5.1K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares271 from 267
Change+4 (+2%)
Value$5 (-$1)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares192 from 5
Change+187 (+3740%)
Value$3.3K (+$3.2K)
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares181 from 429
Change-248 (-58%)
Value$3.1K (-$5.8K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares179 from 187
Change-8 (-4%)
Value$3.1K (-$776)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
DECREASED
Shares107 from 250
Change-143 (-57%)
Value$1.9K (-$3.3K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
INCREASED
Shares90 from 88
Change+2 (+2%)
Value$1.6K (-$272)
Filed 2026-10-23
Essential Partners LLC
DECREASED
Shares81 from 98
Change-17 (-17%)
Value$1.4K (-$629)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares70 from 131
Change-61 (-47%)
Value$1.2K (-$1.5K)
Filed 2026-10-16
Bare Financial Services, Inc
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$1.2K (-$235)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares35 from 24
Change+11 (+46%)
Value$1 ($0)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares33
Change+33
Value$573
Filed 2026-10-21
Farmers & Merchants Investments Inc
NEW
Shares20
Change+20
Value$347
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$17 (-$4)
Filed 2026-10-29
TD Private Client Wealth LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-28
MacKenzie Financial Corp
CLOSED
Shares0 from 24,915
Change-24,915 (-100%)
Value$0 (-$517.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
True Wealth Design, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$125)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 1,351,047
Change-1,351,047 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 672,575
Change-672,575 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 656,764
Change-656,764 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 488,457
Change-488,457 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 455,175
Change-455,175 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 402,974
Change-402,974 (-100%)
Value—
State Street Corp
N/A
Shares— from 344,236
Change-344,236 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 264,271
Change-264,271 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 241,668
Change-241,668 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 209,111
Change-209,111 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 191,371
Change-191,371 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 176,466
Change-176,466 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 174,000
Change-174,000 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 148,817
Change-148,817 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 138,502
Change-138,502 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 138,319
Change-138,319 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 120,444
Change-120,444 (-100%)
Value—
UBS Group AG
N/A
Shares— from 113,076
Change-113,076 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 109,706
Change-109,706 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 104,709
Change-104,709 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 92,866
Change-92,866 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 91,429
Change-91,429 (-100%)
Value—
Blair William & Co
N/A
Shares— from 83,693
Change-83,693 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 83,282
Change-83,282 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 80,146
Change-80,146 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 73,955
Change-73,955 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 73,737
Change-73,737 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 66,848
Change-66,848 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 64,994
Change-64,994 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 63,782
Change-63,782 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 61,560
Change-61,560 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 61,489
Change-61,489 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 60,957
Change-60,957 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 56,269
Change-56,269 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 55,326
Change-55,326 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 52,763
Change-52,763 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 47,877
Change-47,877 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 42,843
Change-42,843 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 38,928
Change-38,928 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 38,469
Change-38,469 (-100%)
Value—
FMR LLC
N/A
Shares— from 37,738
Change-37,738 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,614
Change-33,614 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 30,040
Change-30,040 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 27,587
Change-27,587 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 25,347
Change-25,347 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,958
Change-23,958 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 23,347
Change-23,347 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 22,474
Change-22,474 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,690
Change-21,690 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 19,805
Change-19,805 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 18,819
Change-18,819 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,224
Change-18,224 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 16,118
Change-16,118 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,999
Change-14,999 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,764
Change-12,764 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 408
Change-408 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 400
Change-400 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 307
Change-307 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 248
Change-248 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 185
Change-185 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2
Change-2 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sound Income Strategies, LLC
DECREASED1,184,4981,235,594-51,096-4%$25.7M$21.2M-$4.5M2026-10-09
Dimensional Fund Advisors LP
INCREASED211,353197,908+13,445+7%$4.1M$3.7M-$441.7K2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED208,703208,70300%$4.3M$3.6M-$711.7K2026-11-05
Bank of New York Mellon Corp
INCREASED89,56287,319+2,243+3%$1.8M$1.6M-$258.8K2026-11-05
Guardian Wealth Management, Inc.
INCREASED85,08479,412+5,672+7%$1.6M$1.5M-$172.4K2026-10-30
AlphaCentric Advisors LLC
NEW75,000—+75,000——$1.3M—2026-11-03
Wakefield Asset Management Lllp
INCREASED65,70264,661+1,041+2%$1.3M$1.1M-$202.4K2026-11-05
Exchange Traded Concepts, LLC
INCREASED48,95146,555+2,396+5%$966.5K$849.3K-$117.2K2026-10-28
State of Wyoming
INCREASED41,96725,472+16,495+65%$528.8K$728.1K+$199.3K2026-10-28
Kestra Advisory Services, LLC
INCREASED25,53023,000+2,530+11%$477.5K$442.9K-$34.5K2026-11-02
Triumph Capital Management
INCREASED24,36223,864+498+2%$495.4K$422.7K-$72.7K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED24,28021,390+2,890+14%$444.1K$421.3K-$22.8K2026-10-30
Oppenheimer & Co Inc
NEW18,968—+18,968——$329.1K—2026-10-26
Asset Management One Co., Ltd.
INCREASED18,06614,147+3,919+28%$293.7K$313.4K+$19.8K2026-10-27
Thrivent Financial for Lutherans
DECREASED17,93222,322-4,390-20%$463.0K$311.0K-$152.0K2026-11-05
Jeppson Wealth Management, LLC
UNCHANGED15,73115,73100%$326.6K$272.9K-$53.6K2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED13,97011,832+2,138+18%$245.6K$242.4K-$3.3K2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED13,68116,682-3,001-18%$346.0K$237.0K-$109.0K2026-11-02
Creative Planning
NEW13,262—+13,262——$230.1K—2026-11-02
Fulcrum Wealth Advisors, LLC
INCREASED12,83912,604+235+2%$261.7K$222.8K-$38.9K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED12,01612,01600%$249.5K$208.5K-$41.0K2026-11-05
Diligent Investors, LLC
INCREASED11,78611,570+216+2%$240.2K$204.5K-$35.7K2026-10-21
Key Capital Management, Inc
INCREASED11,3801,765+9,615+545%$36.6K$185.3K+$148.7K2026-11-03
Abel Hall, LLC
DECREASED10,52310,573-500%$219.5K$182.6K-$36.9K2026-10-19
State of Alaska, Department of Revenue
INCREASED10,1379,618+519+5%$174.0K$152.0K-$22.0K2026-10-15
Fifth Third Bancorp
NEW7,575—+7,575——$131.4K—2026-11-05
Eurizon Capital SGR S.p.A.
UNCHANGED7,5547,55400%$160.7K$131.0K-$29.7K2026-11-06
Daiwa Securities Group Inc.
INCREASED6,0695,375+694+13%$111.6K$105.3K-$6.3K2026-10-29
Strs Ohio
INCREASED4,5002,500+2,000+80%$51.9K$78.1K+$26.2K2026-10-30
Citigroup Inc
DECREASED1,1957,532-6,337-84%$156.4K$20.7K-$135.6K2026-11-04
Cassaday & Co Wealth Management LLC
NEW1,140—+1,140——$19.8K—2026-10-27
Gamma Investing LLC
INCREASED742263+479+182%$5.5K$12.9K+$7.4K2026-10-08
Simplex Trading, LLC
NEW682—+682——$11.8K—2026-11-04
Latitude Advisors, LLC
NEW648—+648——$11.2K—2026-10-27
Thompson Investment Management, Inc.
UNCHANGED60060000%$12.5K$10.4K-$2.0K2026-10-14
Parkside Financial Bank & Trust
NEW577—+577——$10.0K—2026-10-27
Signature Equity Partners, LLC
NEW400—+400——$6.9K—2026-10-29
MassMutual Private Wealth & Trust, FSB
DECREASED393397-4-1%$8.2K$6.8K-$1.4K2026-10-05
Sterling Capital Management LLC
DECREASED32313,432-13,109-98%$278.8K$5.6K-$273.2K2026-10-22
Signaturefd, LLC
DECREASED295492-197-40%$10.2K$5.1K-$5.1K2026-10-23
Harbor Capital Advisors, Inc.
INCREASED271267+4+2%$6$5-$12026-10-22
SJS Investment Consulting Inc.
INCREASED1925+187+3740%$104$3.3K+$3.2K2026-10-26
Farther Finance Advisors, LLC
DECREASED181429-248-58%$8.9K$3.1K-$5.8K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED179187-8-4%$3.9K$3.1K-$7762026-11-04
Physician Wealth Advisors, Inc.
DECREASED107250-143-57%$5.2K$1.9K-$3.3K2026-10-20
Hilton Head Capital Partners, LLC
INCREASED9088+2+2%$1.8K$1.6K-$2722026-10-23
Essential Partners LLC
DECREASED8198-17-17%$2.0K$1.4K-$6292026-10-14
IFP Advisors, Inc
DECREASED70131-61-47%$2.7K$1.2K-$1.5K2026-10-16
Bare Financial Services, Inc
UNCHANGED696900%$1.4K$1.2K-$2352026-11-04
Covestor Ltd
INCREASED3524+11+46%$1$1$02026-10-30
Root Financial Partners, LLC
NEW33—+33——$573—2026-10-21
Farmers & Merchants Investments Inc
NEW20—+20——$347—2026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$21$17-$42026-10-29
TD Private Client Wealth LLC
NEW0—0——$0—2026-10-28
MacKenzie Financial Corp
CLOSED024,915-24,915-100%$517.2K$0-$517.2K2026-11-02
Cornerstone Planning Group LLC
CLOSED064-64-100%$1.3K$0-$1.3K2026-10-16
True Wealth Design, LLC
CLOSED06-6-100%$125$0-$1252026-10-13
BlackRock, Inc.
N/A—1,351,047-1,351,047-100%$28.0M———
Vanguard Capital Management LLC
N/A—672,575-672,575-100%$14.0M———
Two Sigma Investments, LP
N/A—656,764-656,764-100%$13.6M———
Invesco Ltd.
N/A—488,457-488,457-100%$10.1M———
Heartland Advisors Inc
N/A—455,175-455,175-100%$9.4M———
Geode Capital Management, LLC
N/A—402,974-402,974-100%$8.4M———
State Street Corp
N/A—344,236-344,236-100%$7.1M———
Pacific Ridge Capital Partners, LLC
N/A—264,271-264,271-100%$5.5M———
Gabelli Funds LLC
N/A—241,668-241,668-100%$5.0M———
Truvestments Capital LLC
N/A—209,111-209,111-100%$4.3M———
Marshall Wace, LLP
N/A—191,371-191,371-100%$4.0M———
LOS Angeles Capital Management LLC
N/A—176,466-176,466-100%$3.7M———
Renaissance Technologies LLC
N/A—174,000-174,000-100%$3.6M———
Kennedy Capital Management LLC
N/A—148,817-148,817-100%$3.1M———
LPL Financial LLC
N/A—138,502-138,502-100%$2.9M———
Morgan Stanley
N/A—138,319-138,319-100%$2.9M———
Northern Trust Corp
N/A—120,444-120,444-100%$2.5M———
UBS Group AG
N/A—113,076-113,076-100%$2.3M———
Goldman Sachs Group Inc
N/A—109,706-109,706-100%$2.3M———
Vanguard Portfolio Management LLC
N/A—104,709-104,709-100%$2.2M———
Vanguard Fiduciary Trust Co
N/A—92,866-92,866-100%$1.9M———
Raymond James Financial Inc
N/A—91,429-91,429-100%$1.9M———
Blair William & Co
N/A—83,693-83,693-100%$1.7M———
D. E. Shaw & Co., Inc.
N/A—83,282-83,282-100%$1.7M———
Millennium Management LLC
N/A—80,146-80,146-100%$1.7M———
Globeflex Capital L P
N/A—73,955-73,955-100%$1.5M———
Jacobs Levy Equity Management, Inc
N/A—73,737-73,737-100%$1.5M———
Qube Research & Technologies Ltd
N/A—66,848-66,848-100%$1.4M———
Segall Bryant & Hamill, LLC
N/A—64,994-64,994-100%$1.3M———
Penserra Capital Management LLC
N/A—63,782-63,782-100%$1.3M———
Arrowstreet Capital, Limited Partnership
N/A—61,560-61,560-100%$1.3M———
AQR Capital Management LLC
N/A—61,489-61,489-100%$1.3M———
HSBC Holdings PLC
N/A—60,957-60,957-100%$1.3M———
Russell Investments Group, Ltd.
N/A—56,269-56,269-100%$1.2M———
Charles Schwab Investment Management Inc
N/A—55,326-55,326-100%$1.1M———
Citadel Advisors LLC
N/A—52,763-52,763-100%$1.1M———
Nuveen, LLC
N/A—47,877-47,877-100%$993.9K———
Cambria Investment Management, L.P.
N/A—42,843-42,843-100%$889.4K———
LSV Asset Management
N/A—40,000-40,000-100%$830.0K———
Wells Fargo & Company
N/A—38,928-38,928-100%$808.1K———
Deutsche Bank Ag\
N/A—38,469-38,469-100%$798.6K———
FMR LLC
N/A—37,738-37,738-100%$783.4K———
XTX Topco Ltd
N/A—33,614-33,614-100%$697.8K———
Gamco Investors, Inc. ET AL
N/A—30,040-30,040-100%$623.6K———
Point72 Asset Management, L.P.
N/A—27,912-27,912-100%$579.5K———
Public Employees Retirement System of Ohio
N/A—27,587-27,587-100%$572.7K———
Campbell & Co Investment Adviser LLC
N/A—25,347-25,347-100%$526.2K———
Tidal Investments LLC
N/A—23,958-23,958-100%$497.4K———
Rhumbline Advisers
N/A—23,347-23,347-100%$484.7K———
Odyssean, LLC
N/A—22,474-22,474-100%$466.6K———
Alliancebernstein L.P.
N/A—21,690-21,690-100%$390.4K———
Jump Financial, LLC
N/A—20,823-20,823-100%$432.3K———
Nomura Asset Management Co LTD
N/A—20,500-20,500-100%$425.6K———
Stifel Financial Corp
N/A—19,805-19,805-100%$411.1K———
GSA Capital Partners LLP
N/A—18,819-18,819-100%$391.0K———
Hillsdale Investment Management Inc.
N/A—18,700-18,700-100%$388.2K———
Ameriprise Financial Inc
N/A—18,224-18,224-100%$378.3K———
Martingale Asset Management L P
N/A—17,021-17,021-100%$353.4K———
Engineers Gate Manager LP
N/A—16,118-16,118-100%$334.6K———
Osaic Holdings, Inc.
N/A—14,999-14,999-100%$311.4K———
Cetera Investment Advisers
N/A—13,048-13,048-100%$270.9K———
Price T Rowe Associates Inc
N/A—12,764-12,764-100%$265.0K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—12,575-12,575-100%$261.1K———
Teton Advisors, LLC
N/A—10,000-10,000-100%$207.6K———
MetLife Investment Management, LLC
N/A—9,695-9,695-100%$201.3K———
JPMorgan Chase & Co
N/A—9,347-9,347-100%$198.7K———
PNC Financial Services Group, Inc.
N/A—8,172-8,172-100%$169.7K———
Royal Bank of Canada
N/A—8,015-8,015-100%$167.0K———
Huntington National Bank
N/A—7,582-7,582-100%$157.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,161-7,161-100%$148.7K———
Resona Asset Management Co.,Ltd.
N/A—5,354-5,354-100%$113.6K———
Vanguard Global Advisers, LLC
N/A—5,257-5,257-100%$109.1K———
New York State Common Retirement Fund
N/A—5,007-5,007-100%$103.9K———
Police & Firemen's Retirement System of New Jersey
N/A—4,037-4,037-100%$83.8K———
Virtus Advisers, LLC
N/A—3,840-3,840-100%$79.7K———
Barclays PLC
N/A—3,742-3,742-100%$77.7K———
Jones Financial Companies Lllp
N/A—2,467-2,467-100%$51.3K———
BNP Paribas Financial Markets
N/A—2,407-2,407-100%$50.0K———
BFC Planning, Inc.
N/A—2,207-2,207-100%$45.8K———
Legal & General Group Plc
N/A—1,518-1,518-100%$31.5K———
Amova Asset Management Americas, Inc.
N/A—1,489-1,489-100%$30.9K———
Tower Research Capital LLC (TRC)
N/A—1,366-1,366-100%$28.4K———
Steward Partners Investment Advisory, LLC
N/A—1,315-1,315-100%$27.3K———
UBS Asset Management Americas LLC
N/A—1,306-1,306-100%$27.1K———
Arax Advisory Partners
N/A—1,181-1,181-100%$24.5K———
Ameritas Investment Partners, Inc.
N/A—1,076-1,076-100%$22.3K———
Rockefeller Capital Management L.P.
N/A—408-408-100%$8.5K———
Heritage Wealth Advisors
N/A—400-400-100%$8.3K———
NewEdge Advisors, LLC
N/A—388-388-100%$8.1K———
Quantbot Technologies LP
N/A—307-307-100%$6.4K———
Institute for Wealth Management, Llc.
N/A—250-250-100%$5.2K———
Allworth Financial LP
N/A—248-248-100%$5.1K———
Delta Asset Management LLC
N/A—193-193-100%$4.0K———
California State Teachers Retirement System
N/A—185-185-100%$3.8K———
Global Retirement Partners, LLC
N/A—100-100-100%$2.1K———
Transamerica Financial Advisors, LLC
N/A—44-44-100%$913———
Rothschild Investment LLC
N/A—38-38-100%$789———
Rialto Wealth Management, LLC
N/A—29-29-100%$603———
Clearstead Advisors, LLC
N/A—3-3-100%$63———
Optiver Holding B.V.
N/A—2-2-100%$42———
JPL Wealth Management, LLC
N/A—1-1-100%$21———
Showing 158 of 158 institutions