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Optimum Communications Inc (OPTU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Milfam LLC
INCREASED
Shares19,549,309 from 15,920,494
Change+3,628,815 (+23%)
Value$19.3M (-$3.7M)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares676,461 from 670,393
Change+6,068 (+1%)
Value$669.4K (-$302.7K)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares293,848 from 572,042
Change-278,194 (-49%)
Value$291.0K (-$539.5K)
Filed 2026-11-04
Jefferies Financial Group Inc.
INCREASED
Shares250,000 from 40,000
Change+210,000 (+525%)
Value$247.4K (+$189.4K)
Filed 2026-11-05
Wolverine Asset Management LLC
DECREASED
Shares244,241 from 475,441
Change-231,200 (-49%)
Value$241.7K (-$447.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares185,238 from 194,111
Change-8,873 (-5%)
Value$156.6K (-$18.0K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares137,275 from 102,020
Change+35,255 (+35%)
Value$135.8K (-$12.1K)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares113,801 from 113,691
Change+110 (+0%)
Value$112.6K (-$52.2K)
Filed 2026-11-04
Yousif Capital Management, LLC
INCREASED
Shares101,814 from 54,946
Change+46,868 (+85%)
Value$100.7K (+$21.1K)
Filed 2026-10-22
Warberg Asset Management LLC
DECREASED
Shares97,347 from 99,090
Change-1,743 (-2%)
Value$97.0K (-$46.7K)
Filed 2026-11-02
Cidel Asset Management Inc
INCREASED
Shares94,974 from 58,484
Change+36,490 (+62%)
Value$94.0K (+$9.2K)
Filed 2026-10-29
Leonteq Securities AG
UNCHANGED
Shares71,999 from 71,999
Change0 (0%)
Value$71.2K (-$33.2K)
Filed 2026-10-29
MacKenzie Financial Corp
DECREASED
Shares56,646 from 110,268
Change-53,622 (-49%)
Value$56.1K (-$103.8K)
Filed 2026-11-02
Brighton Jones LLC
INCREASED
Shares54,728 from 44,942
Change+9,786 (+22%)
Value$54.2K (-$11.0K)
Filed 2026-11-03
Pinnacle Associates LTD
NEW
Shares53,072
Change+53,072
Value$52.5K
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares31,283 from 34,907
Change-3,624 (-10%)
Value$31.0K (-$19.7K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED
Shares26,560 from 26,961
Change-401 (-1%)
Value$26.2K (-$7.0K)
Filed 2026-10-13
Xponance LLC
DECREASED
Shares23,882 from 25,678
Change-1,796 (-7%)
Value$23.6K (-$13.6K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares23,042 from 23,038
Change+4 (+0%)
Value$22.8K (-$10.6K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares22,328 from 150,798
Change-128,470 (-85%)
Value$22.1K (-$196.6K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares18,439 from 13,516
Change+4,923 (+36%)
Value$17.9K (-$1.7K)
Filed 2026-10-13
Principal Financial Group Inc
NEW
Shares15,698
Change+15,698
Value$15.5K
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares15,475 from 14,390
Change+1,085 (+8%)
Value$15.3K (-$5.6K)
Filed 2026-10-23
Savant Capital, LLC
NEW
Shares14,607
Change+14,607
Value$14.5K
Filed 2026-11-06
CIBC Asset Management Inc
UNCHANGED
Shares14,549 from 14,549
Change0 (0%)
Value$14.4K (-$6.7K)
Filed 2026-11-05
Abel Hall, LLC
DECREASED
Shares13,960 from 14,502
Change-542 (-4%)
Value$13.8K (-$7.2K)
Filed 2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED
Shares13,498 from 11,677
Change+1,821 (+16%)
Value$13.4K (-$1.0K)
Filed 2026-10-19
Parcion Private Wealth LLC
INCREASED
Shares13,174 from 12,482
Change+692 (+6%)
Value$13.0K (-$5.1K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
DECREASED
Shares12,563 from 41,632
Change-29,069 (-70%)
Value$12 (-$60.0K)
Filed 2026-10-22
Simplicity Wealth,LLC
NEW
Shares12,060
Change+12,060
Value$11.9K
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares9,323 from 7,619
Change+1,704 (+22%)
Value$9.2K (-$1.8K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares9,185 from 6,656
Change+2,529 (+38%)
Value$9.1K (-$563)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares5,441 from 4,700
Change+741 (+16%)
Value$5.4K (-$1.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares4,708 from 2,437
Change+2,271 (+93%)
Value$4.7K (+$1.0K)
Filed 2026-10-08
True Wealth Design, LLC
DECREASED
Shares4,332 from 4,764
Change-432 (-9%)
Value$4.3K (-$2.6K)
Filed 2026-10-13
Arlington Trust Co LLC
DECREASED
Shares3,596 from 7,000
Change-3,404 (-49%)
Value$3.6K (-$6.6K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares3,191 from 2,419
Change+772 (+32%)
Value$3.2K (-$351)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares2,715
Change+2,715
Value$2.7K
Filed 2026-10-21
GHP Investment Advisors, Inc.
NEW
Shares2,400
Change+2,400
Value$2.4K
Filed 2026-10-15
Deseret Mutual Benefit Administrators
DECREASED
Shares1,890 from 3,610
Change-1,720 (-48%)
Value$1.9K (-$3.4K)
Filed 2026-11-04
SJS Investment Consulting Inc.
DECREASED
Shares948 from 1,175
Change-227 (-19%)
Value$939 (-$765)
Filed 2026-10-26
US Bancorp \de\
NEW
Shares736
Change+736
Value$728
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$330 (-$153)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares113 from 111
Change+2 (+2%)
Value$112 (-$49)
Filed 2026-10-16
FNY Investment Advisers, LLC
CLOSED
Shares0 from 373,164
Change-373,164 (-100%)
Value$0 (-$541.0K)
Filed 2026-10-16
Equitec Proprietary Markets, LLC
CLOSED
Shares0 from 213,800
Change-213,800 (-100%)
Value$0 (-$310.0K)
Filed 2026-11-04
Calamos Advisors LLC
CLOSED
Shares0 from 82,405
Change-82,405 (-100%)
Value$0 (-$119.5K)
Filed 2026-11-02
Arizona State Retirement System
CLOSED
Shares0 from 73,358
Change-73,358 (-100%)
Value$0 (-$106.4K)
Filed 2026-11-03
Simplex Trading, LLC
CLOSED
Shares0 from 69,646
Change-69,646 (-100%)
Value$0 (-$101.0K)
Filed 2026-11-04
Eos Management, L.P.
CLOSED
Shares0 from 58,800
Change-58,800 (-100%)
Value$0 (-$85.3K)
Filed 2026-10-27
Imc-Chicago, LLC
CLOSED
Shares0 from 55,803
Change-55,803 (-100%)
Value$0 (-$80.9K)
Filed 2026-11-05
Pictet Asset Management Holding SA
CLOSED
Shares0 from 26,746
Change-26,746 (-100%)
Value$0 (-$38.8K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
CLOSED
Shares0 from 20,026
Change-20,026 (-100%)
Value$0 (-$29.0K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 18,700
Change-18,700 (-100%)
Value$0 (-$27.1K)
Filed 2026-10-20
R Squared Ltd
CLOSED
Shares0 from 13,902
Change-13,902 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 11,844
Change-11,844 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-16
McAdam, LLC
CLOSED
Shares0 from 10,907
Change-10,907 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$26)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$19)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$6)
Filed 2026-10-29
Summit Securities Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 19,543,542
Change-19,543,542 (-100%)
Value—
Kite Lake Capital Management (UK) LLP
N/A
Shares— from 14,100,000
Change-14,100,000 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 14,039,012
Change-14,039,012 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 12,127,418
Change-12,127,418 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,893,189
Change-8,893,189 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 8,395,938
Change-8,395,938 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 8,000,000
Change-8,000,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 7,723,322
Change-7,723,322 (-100%)
Value—
State Street Corp
N/A
Shares— from 7,309,337
Change-7,309,337 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 6,906,316
Change-6,906,316 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,478,453
Change-5,478,453 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 5,405,637
Change-5,405,637 (-100%)
Value—
Redwood Capital Management, LLC
N/A
Shares— from 5,189,270
Change-5,189,270 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,008,479
Change-5,008,479 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,776,118
Change-4,776,118 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,976,900
Change-3,976,900 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 3,889,664
Change-3,889,664 (-100%)
Value—
Silver Rock Financial LP
N/A
Shares— from 3,800,000
Change-3,800,000 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,753,855
Change-3,753,855 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,634,624
Change-3,634,624 (-100%)
Value—
Ares Management LLC
N/A
Shares— from 3,547,478
Change-3,547,478 (-100%)
Value—
Cerberus Capital Management, L.P.
N/A
Shares— from 3,340,785
Change-3,340,785 (-100%)
Value—
King Street Capital Management, L.P.
N/A
Shares— from 3,125,000
Change-3,125,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,869,168
Change-2,869,168 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,674,632
Change-2,674,632 (-100%)
Value—
Helix Partners Management LP
N/A
Shares— from 2,520,000
Change-2,520,000 (-100%)
Value—
Taconic Capital Advisors LP
N/A
Shares— from 2,271,365
Change-2,271,365 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,144,488
Change-2,144,488 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,974,690
Change-1,974,690 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,804,087
Change-1,804,087 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 1,407,850
Change-1,407,850 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 1,143,014
Change-1,143,014 (-100%)
Value—
MHR Fund Management LLC
N/A
Shares— from 1,070,800
Change-1,070,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,054,580
Change-1,054,580 (-100%)
Value—
HG Vora Capital Management, LLC
N/A
Shares— from 1,001,744
Change-1,001,744 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 965,895
Change-965,895 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 847,005
Change-847,005 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 703,592
Change-703,592 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 641,354
Change-641,354 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 611,170
Change-611,170 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 601,005
Change-601,005 (-100%)
Value—
Converium Capital Inc.
N/A
Shares— from 581,302
Change-581,302 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 534,137
Change-534,137 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 533,500
Change-533,500 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 530,505
Change-530,505 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 486,363
Change-486,363 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 434,189
Change-434,189 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 433,898
Change-433,898 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 421,917
Change-421,917 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 392,256
Change-392,256 (-100%)
Value—
Allstate Corp
N/A
Shares— from 386,198
Change-386,198 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 368,097
Change-368,097 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 355,369
Change-355,369 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 343,193
Change-343,193 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 341,971
Change-341,971 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 326,671
Change-326,671 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 291,902
Change-291,902 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 285,596
Change-285,596 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 266,771
Change-266,771 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 253,677
Change-253,677 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 248,322
Change-248,322 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 236,500
Change-236,500 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 203,108
Change-203,108 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 195,452
Change-195,452 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 192,251
Change-192,251 (-100%)
Value—
Man Group plc
N/A
Shares— from 181,574
Change-181,574 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 174,663
Change-174,663 (-100%)
Value—
Quarry LP
N/A
Shares— from 170,119
Change-170,119 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 162,291
Change-162,291 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 158,210
Change-158,210 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 149,253
Change-149,253 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 148,175
Change-148,175 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 127,472
Change-127,472 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 122,763
Change-122,763 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 119,001
Change-119,001 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 109,533
Change-109,533 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 104,935
Change-104,935 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 104,300
Change-104,300 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 100,168
Change-100,168 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 94,299
Change-94,299 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 91,040
Change-91,040 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 76,249
Change-76,249 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 75,215
Change-75,215 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 72,472
Change-72,472 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 71,290
Change-71,290 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 69,935
Change-69,935 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 68,242
Change-68,242 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 62,889
Change-62,889 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 59,518
Change-59,518 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 53,542
Change-53,542 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 53,100
Change-53,100 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 53,014
Change-53,014 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 52,622
Change-52,622 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 51,576
Change-51,576 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
CSS LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48,180
Change-48,180 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 47,659
Change-47,659 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,913
Change-44,913 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 43,830
Change-43,830 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 43,154
Change-43,154 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 43,147
Change-43,147 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 42,315
Change-42,315 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 34,135
Change-34,135 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 32,975
Change-32,975 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 31,173
Change-31,173 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,757
Change-29,757 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 29,047
Change-29,047 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 28,991
Change-28,991 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 28,201
Change-28,201 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 26,771
Change-26,771 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 26,432
Change-26,432 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 24,588
Change-24,588 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 21,842
Change-21,842 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,814
Change-16,814 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,845
Change-14,845 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 14,719
Change-14,719 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Milfam LLC
INCREASED19,549,30915,920,494+3,628,815+23%$23.1M$19.3M-$3.7M2026-10-13
Bank of New York Mellon Corp
INCREASED676,461670,393+6,068+1%$972.1K$669.4K-$302.7K2026-11-05
Dimensional Fund Advisors LP
DECREASED293,848572,042-278,194-49%$830.5K$291.0K-$539.5K2026-11-04
Jefferies Financial Group Inc.
INCREASED250,00040,000+210,000+525%$58.0K$247.4K+$189.4K2026-11-05
Wolverine Asset Management LLC
DECREASED244,241475,441-231,200-49%$689.4K$241.7K-$447.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED185,238194,111-8,873-5%$174.5K$156.6K-$18.0K2026-10-13
Creative Planning
INCREASED137,275102,020+35,255+35%$147.9K$135.8K-$12.1K2026-11-02
Lido Advisors, LLC
INCREASED113,801113,691+110+0%$164.9K$112.6K-$52.2K2026-11-04
Yousif Capital Management, LLC
INCREASED101,81454,946+46,868+85%$79.7K$100.7K+$21.1K2026-10-22
Warberg Asset Management LLC
DECREASED97,34799,090-1,743-2%$143.7K$97.0K-$46.7K2026-11-02
Cidel Asset Management Inc
INCREASED94,97458,484+36,490+62%$84.8K$94.0K+$9.2K2026-10-29
Leonteq Securities AG
UNCHANGED71,99971,99900%$104.4K$71.2K-$33.2K2026-10-29
MacKenzie Financial Corp
DECREASED56,646110,268-53,622-49%$159.9K$56.1K-$103.8K2026-11-02
Brighton Jones LLC
INCREASED54,72844,942+9,786+22%$65.2K$54.2K-$11.0K2026-11-03
Pinnacle Associates LTD
NEW53,072—+53,072——$52.5K—2026-10-20
ProShare Advisors LLC
DECREASED31,28334,907-3,624-10%$50.6K$31.0K-$19.7K2026-10-29
NorthCrest Asset Manangement, LLC
DECREASED26,56026,961-401-1%$33.2K$26.2K-$7.0K2026-10-13
Xponance LLC
DECREASED23,88225,678-1,796-7%$37.2K$23.6K-$13.6K2026-11-03
Ritholtz Wealth Management
INCREASED23,04223,038+4+0%$33.4K$22.8K-$10.6K2026-11-05
Citigroup Inc
DECREASED22,328150,798-128,470-85%$218.7K$22.1K-$196.6K2026-11-04
Krilogy Financial LLC
INCREASED18,43913,516+4,923+36%$19.6K$17.9K-$1.7K2026-10-13
Principal Financial Group Inc
NEW15,698—+15,698——$15.5K—2026-11-02
HB Wealth Management, LLC
INCREASED15,47514,390+1,085+8%$20.9K$15.3K-$5.6K2026-10-23
Savant Capital, LLC
NEW14,607—+14,607——$14.5K—2026-11-06
CIBC Asset Management Inc
UNCHANGED14,54914,54900%$21.1K$14.4K-$6.7K2026-11-05
Abel Hall, LLC
DECREASED13,96014,502-542-4%$21.0K$13.8K-$7.2K2026-10-19
Kaufman Rossin Wealth, LLC
INCREASED13,49811,677+1,821+16%$14.4K$13.4K-$1.0K2026-10-19
Parcion Private Wealth LLC
INCREASED13,17412,482+692+6%$18.1K$13.0K-$5.1K2026-10-28
Harbor Capital Advisors, Inc.
DECREASED12,56341,632-29,069-70%$60.0K$12-$60.0K2026-10-22
Simplicity Wealth,LLC
NEW12,060—+12,060——$11.9K—2026-10-23
Essential Partners LLC
INCREASED9,3237,619+1,704+22%$11.0K$9.2K-$1.8K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED9,1856,656+2,529+38%$9.7K$9.1K-$5632026-11-04
Sterling Capital Management LLC
INCREASED5,4414,700+741+16%$6.8K$5.4K-$1.4K2026-10-22
Farther Finance Advisors, LLC
INCREASED4,7082,437+2,271+93%$3.6K$4.7K+$1.0K2026-10-08
True Wealth Design, LLC
DECREASED4,3324,764-432-9%$6.9K$4.3K-$2.6K2026-10-13
Arlington Trust Co LLC
DECREASED3,5967,000-3,404-49%$10.2K$3.6K-$6.6K2026-10-20
Fortitude Family Office, LLC
INCREASED3,1912,419+772+32%$3.5K$3.2K-$3512026-10-14
Root Financial Partners, LLC
NEW2,715—+2,715——$2.7K—2026-10-21
GHP Investment Advisors, Inc.
NEW2,400—+2,400——$2.4K—2026-10-15
Deseret Mutual Benefit Administrators
DECREASED1,8903,610-1,720-48%$5.2K$1.9K-$3.4K2026-11-04
SJS Investment Consulting Inc.
DECREASED9481,175-227-19%$1.7K$939-$7652026-10-26
US Bancorp \de\
NEW736—+736——$728—2026-11-05
SBI Securities Co., Ltd.
UNCHANGED33333300%$483$330-$1532026-10-22
IFP Advisors, Inc
INCREASED113111+2+2%$161$112-$492026-10-16
FNY Investment Advisers, LLC
CLOSED0373,164-373,164-100%$541.0K$0-$541.0K2026-10-16
Equitec Proprietary Markets, LLC
CLOSED0213,800-213,800-100%$310.0K$0-$310.0K2026-11-04
Calamos Advisors LLC
CLOSED082,405-82,405-100%$119.5K$0-$119.5K2026-11-02
Arizona State Retirement System
CLOSED073,358-73,358-100%$106.4K$0-$106.4K2026-11-03
Simplex Trading, LLC
CLOSED069,646-69,646-100%$101.0K$0-$101.0K2026-11-04
Eos Management, L.P.
CLOSED058,800-58,800-100%$85.3K$0-$85.3K2026-10-27
Imc-Chicago, LLC
CLOSED055,803-55,803-100%$80.9K$0-$80.9K2026-11-05
Pictet Asset Management Holding SA
CLOSED026,746-26,746-100%$38.8K$0-$38.8K2026-11-03
Swiss Life Asset Management Ltd
CLOSED020,026-20,026-100%$29.0K$0-$29.0K2026-11-03
Nisa Investment Advisors, LLC
CLOSED018,700-18,700-100%$27.1K$0-$27.1K2026-10-20
R Squared Ltd
CLOSED013,902-13,902-100%$20.2K$0-$20.2K2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED011,844-11,844-100%$17.2K$0-$17.2K2026-10-16
McAdam, LLC
CLOSED010,907-10,907-100%$15.8K$0-$15.8K2026-10-21
International Assets Investment Management, LLC
CLOSED024-24-100%$26$0-$262026-11-02
Eurizon Capital SGR S.p.A.
CLOSED013-13-100%$19$0-$192026-11-06
Caitong International Asset Management Co., Ltd
CLOSED04-4-100%$6$0-$62026-10-29
Summit Securities Group LLC
CLOSED01-1-100%$1$0-$12026-11-05
BlackRock, Inc.
N/A—19,543,542-19,543,542-100%$28.3M———
Kite Lake Capital Management (UK) LLP
N/A—14,100,000-14,100,000-100%$20.4M———
Empyrean Capital Partners, LP
N/A—14,039,012-14,039,012-100%$6.4M———
Vanguard Capital Management LLC
N/A—12,127,418-12,127,418-100%$17.6M———
JPMorgan Chase & Co
N/A—8,893,189-8,893,189-100%$13.5M———
BW Gestao de Investimentos Ltda.
N/A—8,395,938-8,395,938-100%$12.2M———
Senator Investment Group LP
N/A—8,000,000-8,000,000-100%$11.6M———
Millennium Management LLC
N/A—7,723,322-7,723,322-100%$11.2M———
State Street Corp
N/A—7,309,337-7,309,337-100%$10.6M———
Geode Capital Management, LLC
N/A—6,906,316-6,906,316-100%$10.0M———
Charles Schwab Investment Management Inc
N/A—5,478,453-5,478,453-100%$7.9M———
Balyasny Asset Management L.P.
N/A—5,405,637-5,405,637-100%$7.8M———
Redwood Capital Management, LLC
N/A—5,189,270-5,189,270-100%$7.5M———
AQR Capital Management LLC
N/A—5,008,479-5,008,479-100%$7.3M———
Vanguard Portfolio Management LLC
N/A—4,776,118-4,776,118-100%$6.9M———
Renaissance Technologies LLC
N/A—3,976,900-3,976,900-100%$5.8M———
Mount Capital Ltd
N/A—3,889,664-3,889,664-100%$5.6M———
Silver Rock Financial LP
N/A—3,800,000-3,800,000-100%$5.5M———
Barclays PLC
N/A—3,753,855-3,753,855-100%$5.4M———
Citadel Advisors LLC
N/A—3,634,624-3,634,624-100%$5.3M———
Ares Management LLC
N/A—3,547,478-3,547,478-100%$5.1M———
Cerberus Capital Management, L.P.
N/A—3,340,785-3,340,785-100%$4.8M———
King Street Capital Management, L.P.
N/A—3,125,000-3,125,000-100%$4.5M———
Susquehanna International Group, LLP
N/A—2,869,168-2,869,168-100%$4.2M———
Northern Trust Corp
N/A—2,674,632-2,674,632-100%$3.9M———
Helix Partners Management LP
N/A—2,520,000-2,520,000-100%$3.7M———
Taconic Capital Advisors LP
N/A—2,271,365-2,271,365-100%$3.3M———
Point72 Asset Management, L.P.
N/A—2,144,488-2,144,488-100%$3.1M———
Nomura Holdings Inc
N/A—1,974,690-1,974,690-100%$2.9M———
Vanguard Fiduciary Trust Co
N/A—1,804,087-1,804,087-100%$2.6M———
Ursa Fund Management, LLC
N/A—1,407,850-1,407,850-100%$2.0M———
Algert Global LLC
N/A—1,143,014-1,143,014-100%$1.7M———
MHR Fund Management LLC
N/A—1,070,800-1,070,800-100%$1.6M———
UBS Group AG
N/A—1,054,580-1,054,580-100%$1.5M———
HG Vora Capital Management, LLC
N/A—1,001,744-1,001,744-100%$1.5M———
Clear Street Group Inc.
N/A—1,000,000-1,000,000-100%$1.5M———
Bank of America Corp
N/A—965,895-965,895-100%$1.4M———
Goldman Sachs Group Inc
N/A—847,005-847,005-100%$1.2M———
Quinn Opportunity Partners LLC
N/A—703,592-703,592-100%$1.0M———
Jane Street Group, LLC
N/A—641,354-641,354-100%$930.0K———
Caption Management, LLC
N/A—611,170-611,170-100%$886.2K———
Nuveen, LLC
N/A—601,005-601,005-100%$871.5K———
Converium Capital Inc.
N/A—581,302-581,302-100%$842.9K———
IEQ Capital, LLC
N/A—534,137-534,137-100%$774.5K———
Swiss National Bank
N/A—533,500-533,500-100%$773.6K———
D. E. Shaw & Co., Inc.
N/A—530,505-530,505-100%$769.2K———
EJF Capital LP
N/A—500,000-500,000-100%$725.0K———
Vestcor Inc
N/A—500,000-500,000-100%$725.0K———
UBS Asset Management Americas LLC
N/A—486,363-486,363-100%$705.2K———
Acadian Asset Management LLC
N/A—434,189-434,189-100%$627.0K———
Cerity Partners LLC
N/A—433,898-433,898-100%$629.2K———
Deutsche Bank Ag\
N/A—421,917-421,917-100%$611.8K———
Federated Hermes, Inc.
N/A—392,256-392,256-100%$568.8K———
Allstate Corp
N/A—386,198-386,198-100%$560.0K———
Rhumbline Advisers
N/A—368,097-368,097-100%$533.7K———
Invesco Ltd.
N/A—355,369-355,369-100%$515.3K———
Peak6 LLC
N/A—343,193-343,193-100%$497.6K———
AlTi Global, Inc.
N/A—341,971-341,971-100%$495.9K———
XTX Topco Ltd
N/A—326,671-326,671-100%$473.7K———
Schonfeld Strategic Advisors LLC
N/A—300,000-300,000-100%$435.0K———
Morgan Stanley
N/A—291,902-291,902-100%$423.3K———
Bluefin Capital Management, LLC
N/A—285,596-285,596-100%$414.1K———
Engineers Gate Manager LP
N/A—266,771-266,771-100%$386.8K———
California State Teachers Retirement System
N/A—253,677-253,677-100%$367.8K———
Wells Fargo & Company
N/A—248,322-248,322-100%$360.1K———
Alliancebernstein L.P.
N/A—236,500-236,500-100%$307.5K———
683 Capital Management, LLC
N/A—203,108-203,108-100%$294.5K———
Price T Rowe Associates Inc
N/A—195,452-195,452-100%$284.0K———
Mariner, LLC
N/A—192,251-192,251-100%$278.7K———
Man Group plc
N/A—181,574-181,574-100%$263.3K———
Legal & General Group Plc
N/A—174,663-174,663-100%$252.4K———
Quarry LP
N/A—170,119-170,119-100%$246.7K———
HSBC Holdings PLC
N/A—162,291-162,291-100%$233.1K———
Readystate Asset Management LP
N/A—158,210-158,210-100%$229.4K———
Prelude Capital Management, LLC
N/A—150,000-150,000-100%$217.5K———
Vanguard Asset Management, Ltd
N/A—149,253-149,253-100%$216.4K———
MetLife Investment Management, LLC
N/A—148,175-148,175-100%$214.9K———
Russell Investments Group, Ltd.
N/A—127,472-127,472-100%$184.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—122,763-122,763-100%$178.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—119,001-119,001-100%$172.6K———
DoubleLine ETF Adviser LP
N/A—109,533-109,533-100%$158.8K———
Mercer Global Advisors Inc
N/A—104,935-104,935-100%$152.2K———
KLP Kapitalforvaltning AS
N/A—104,300-104,300-100%$151.2K———
Vanguard Global Advisers, LLC
N/A—100,168-100,168-100%$145.2K———
Jupiter Topco LLC
N/A—94,299-94,299-100%$136.3K———
Verition Fund Management LLC
N/A—91,040-91,040-100%$132.0K———
Manufacturers Life Insurance Company, the
N/A—76,249-76,249-100%$110.6K———
Pallas Capital Advisors LLC
N/A—75,215-75,215-100%$109.1K———
Police & Firemen's Retirement System of New Jersey
N/A—72,472-72,472-100%$105.1K———
Captrust Financial Advisors
N/A—71,290-71,290-100%$103.4K———
Group One Trading LLC
N/A—69,935-69,935-100%$101.4K———
Graham Capital Management, L.P.
N/A—68,242-68,242-100%$99.0K———
Mitsubishi UFJ Trust & Banking Corp
N/A—62,889-62,889-100%$91.2K———
Integrated Wealth Concepts LLC
N/A—59,518-59,518-100%$86.3K———
Vanguard Investments Australia, Ltd.
N/A—53,542-53,542-100%$77.6K———
New York State Common Retirement Fund
N/A—53,100-53,100-100%$77.0K———
Voya Investment Management LLC
N/A—53,014-53,014-100%$76.9K———
SG Americas Securities, LLC
N/A—52,622-52,622-100%$76.0K———
Merit Financial Group, LLC
N/A—51,576-51,576-100%$74.8K———
JBF Capital, Inc.
N/A—50,000-50,000-100%$49.5K———
CSS LLC
N/A—50,000-50,000-100%$72.5K———
BNP Paribas Financial Markets
N/A—48,180-48,180-100%$69.9K———
Scientech Research LLC
N/A—47,659-47,659-100%$69.1K———
Royal Bank of Canada
N/A—44,913-44,913-100%$65.0K———
Prudential Financial Inc
N/A—43,830-43,830-100%$63.6K———
Intech Investment Management LLC
N/A—43,154-43,154-100%$62.6K———
Two Sigma Securities, LLC
N/A—43,147-43,147-100%$62.6K———
Northwestern Mutual Wealth Management Co
N/A—42,315-42,315-100%$61.4K———
Brevan Howard Capital Management LP
N/A—40,000-40,000-100%$58.8K———
AXQ Capital, LP
N/A—34,135-34,135-100%$49.5K———
State of Wisconsin Investment Board
N/A—32,975-32,975-100%$47.8K———
SEI Investments Co
N/A—31,173-31,173-100%$45.2K———
FMR LLC
N/A—29,757-29,757-100%$43.1K———
Victory Capital Management Inc
N/A—29,047-29,047-100%$42.1K———
Canada Life Assurance Co
N/A—28,991-28,991-100%$42.0K———
Virtu Financial LLC
N/A—28,201-28,201-100%$41.0K———
BNP Paribas Asset Management Holding S.A.
N/A—28,200-28,200-100%$40.9K———
Vanguard Personalized Indexing Management, LLC
N/A—26,771-26,771-100%$38.8K———
Focus Partners Wealth
N/A—26,432-26,432-100%$38.3K———
Torno Capital, LLC
N/A—24,588-24,588-100%$35.7K———
Ameritas Investment Partners, Inc.
N/A—21,842-21,842-100%$31.7K———
Boothbay Fund Management, LLC
N/A—21,000-21,000-100%$30.5K———
Rangeley Capital, LLC
N/A—20,000-20,000-100%$29.0K———
Arax Advisory Partners
N/A—19,497-19,497-100%$28.3K———
MAI Capital Management
N/A—16,814-16,814-100%$24.4K———
Proficio Capital Partners LLC
N/A—16,453-16,453-100%$23.9K———
Focus Partners Advisor Solutions, LLC
N/A—14,845-14,845-100%$21.5K———
CIBC Bancorp USA Inc.
N/A—14,719-14,719-100%$21.3K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,037-11,037-100%$16.0K———
Allworth Financial LP
N/A—6,033-6,033-100%$8.7K———
Rothschild Investment LLC
N/A—2,563-2,563-100%$3.7K———
Osaic Holdings, Inc.
N/A—2,000-2,000-100%$2.9K———
PIN OAK Investment Advisors Inc
N/A—1,465-1,465-100%$2———
Jones Financial Companies Lllp
N/A—1,247-1,247-100%$2.1K———
Rockefeller Capital Management L.P.
N/A—400-400-100%$580———
Clearstead Advisors, LLC
N/A—108-108-100%$157———
Transamerica Financial Advisors, LLC
N/A—47-47-100%$68———
Aquatic Capital Management LLC
N/A—4-4-100%$6———
Showing 199 of 199 institutions