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Amalgamated Financial Corp (AMAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,402,134 from 1,407,794
Change-5,660 (0%)
Value$66.7M (+$2.1M)
Filed 2026-11-04
Congress Asset Management Co
INCREASED
Shares250,093 from 204,238
Change+45,855 (+22%)
Value$11.9M (+$2.5M)
Filed 2026-10-06
Bank of New York Mellon Corp
INCREASED
Shares152,504 from 151,010
Change+1,494 (+1%)
Value$7.3M (+$323.3K)
Filed 2026-11-05
NIA Impact Advisors, LLC
INCREASED
Shares147,805 from 109,133
Change+38,672 (+35%)
Value$7.0M (+$2.0M)
Filed 2026-11-04
Isthmus Partners, LLC
DECREASED
Shares107,945 from 111,678
Change-3,733 (-3%)
Value$5.1M (+$8.9K)
Filed 2026-10-21
Arjuna Capital
DECREASED
Shares104,885 from 106,296
Change-1,411 (-1%)
Value$5.0M (+$110.4K)
Filed 2026-11-03
KBC Group NV
UNCHANGED
Shares102,431 from 102,431
Change0 (0%)
Value$4.9M (+$171.0K)
Filed 2026-10-22
Harrington Investments, Inc
DECREASED
Shares79,130 from 79,310
Change-180 (0%)
Value$3.8M (+$123.9K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares78,520 from 73,542
Change+4,978 (+7%)
Value$3.7M (+$359.6K)
Filed 2026-11-02
Clean Yield Group
DECREASED
Shares67,886 from 68,140
Change-254 (0%)
Value$3.2M (+$101.7K)
Filed 2026-10-28
Principal Financial Group Inc
INCREASED
Shares51,910 from 37,042
Change+14,868 (+40%)
Value$2.5M (+$769.1K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares50,897 from 48,171
Change+2,726 (+6%)
Value$2.4M (+$210.1K)
Filed 2026-11-06
Abacus Wealth Partners, LLC
INCREASED
Shares47,487 from 44,406
Change+3,081 (+7%)
Value$2.3M (+$220.7K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares38,293 from 13,526
Change+24,767 (+183%)
Value$1.8M (+$1.2M)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares31,875
Change+31,875
Value$1.5M
Filed 2026-10-27
Ethic Inc.
INCREASED
Shares30,799 from 9,705
Change+21,094 (+217%)
Value$1.5M (+$1.0M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares29,449 from 32,110
Change-2,661 (-8%)
Value$1.4M (-$73.0K)
Filed 2026-11-04
SummerHaven Investment Management, LLC
DECREASED
Shares19,600 from 22,799
Change-3,199 (-14%)
Value$932.4K (-$114.1K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED
Shares17,835 from 17,084
Change+751 (+4%)
Value$853.2K (+$69.1K)
Filed 2026-11-04
R Squared Ltd
INCREASED
Shares16,214 from 14,334
Change+1,880 (+13%)
Value$771.3K (+$113.4K)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares15,766 from 9,166
Change+6,600 (+72%)
Value$750.0K (+$329.3K)
Filed 2026-10-28
Andrew Hill Investment Advisors, Inc.
NEW
Shares12,931
Change+12,931
Value$615.1K
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares12,368 from 4,288
Change+8,080 (+188%)
Value$580 (+$416)
Filed 2026-10-27
Alps Advisors Inc
DECREASED
Shares12,141 from 13,171
Change-1,030 (-8%)
Value$577.5K (-$27.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,772 from 10,988
Change-216 (-2%)
Value$512.0K (+$8.0K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares7,834 from 1,190
Change+6,644 (+558%)
Value$372.7K (+$313.4K)
Filed 2026-10-30
Xponance LLC
DECREASED
Shares7,075 from 8,691
Change-1,616 (-19%)
Value$336.6K (-$62.4K)
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares6,375
Change+6,375
Value$303.3K
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,515 from 4,924
Change+591 (+12%)
Value$260.2K (+$30.4K)
Filed 2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED
Shares5,417 from 5,417
Change0 (0%)
Value$257.7K (+$9.0K)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares5,045 from 4,942
Change+103 (+2%)
Value$240.0K (+$13.2K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares3,611 from 3,456
Change+155 (+4%)
Value$171.8K (+$13.1K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares3,573 from 3,471
Change+102 (+3%)
Value$170.0K (+$10.6K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
INCREASED
Shares2,905 from 300
Change+2,605 (+868%)
Value$138.2K (+$124.4K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares1,970 from 1,959
Change+11 (+1%)
Value$93.7K (+$3.8K)
Filed 2026-10-23
State of Wyoming
NEW
Shares1,484
Change+1,484
Value$70.6K
Filed 2026-10-28
Nisa Investment Advisors, LLC
INCREASED
Shares1,430 from 786
Change+644 (+82%)
Value$68.0K (+$31.9K)
Filed 2026-10-20
State of Alaska, Department of Revenue
DECREASED
Shares1,096 from 1,216
Change-120 (-10%)
Value$52.0K (+$51.9K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares729 from 268
Change+461 (+172%)
Value$34.7K (+$22.4K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares462 from 426
Change+36 (+8%)
Value$22.0K (+$2.4K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares401 from 184
Change+217 (+118%)
Value$19.1K (+$10.6K)
Filed 2026-10-26
Daytona Street Capital LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.1K (+$444)
Filed 2026-10-15
Sterling Capital Management LLC
INCREASED
Shares385 from 335
Change+50 (+15%)
Value$18.3K (+$2.9K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares344 from 327
Change+17 (+5%)
Value$16.4K (+$1.4K)
Filed 2026-10-08
Harbor Capital Advisors, Inc.
DECREASED
Shares332 from 339
Change-7 (-2%)
Value$16 ($0)
Filed 2026-10-22
CoreCap Advisors, LLC
NEW
Shares329
Change+329
Value$15.7K
Filed 2026-10-08
Summit Securities Group LLC
NEW
Shares230
Change+230
Value$10.9K
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$7.2K (+$254)
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$4.9K (+$173)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares96 from 57
Change+39 (+68%)
Value$4.6K (+$2.0K)
Filed 2026-11-04
Trust Co of Vermont
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.8K (+$134)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares62 from 27
Change+35 (+130%)
Value$3.0K (+$1.7K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares61
Change+61
Value$2.9K
Filed 2026-10-09
Clark Wealth Partners
NEW
Shares51
Change+51
Value$2.4K
Filed 2026-10-19
True Wealth Design, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$2.1K (+$74)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares42
Change+42
Value$2.0K
Filed 2026-10-21
Versant Capital Management, Inc
NEW
Shares40
Change+40
Value$1.9K
Filed 2026-10-02
Silver Grove Financial Group, Inc.
DECREASED
Shares38 from 43
Change-5 (-12%)
Value$1.8K (-$164)
Filed 2026-11-05
Simplex Trading, LLC
DECREASED
Shares35 from 39
Change-4 (-10%)
Value$1.7K (-$126)
Filed 2026-11-04
Fortitude Family Office, LLC
NEW
Shares24
Change+24
Value$1.1K
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$856 (+$30)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$761 (+$27)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$1 ($0)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares12 from 5
Change+7 (+140%)
Value$571 (+$341)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares11 from 13
Change-2 (-15%)
Value$524 (-$73)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares3
Change+3
Value$143
Filed 2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$48 (+$2)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$230)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 3,405,902
Change-3,405,902 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,131,014
Change-1,131,014 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 830,199
Change-830,199 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 793,232
Change-793,232 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 747,707
Change-747,707 (-100%)
Value—
State Street Corp
N/A
Shares— from 700,195
Change-700,195 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 575,016
Change-575,016 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 536,595
Change-536,595 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 396,495
Change-396,495 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 396,083
Change-396,083 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 330,795
Change-330,795 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 305,658
Change-305,658 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 296,484
Change-296,484 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 222,635
Change-222,635 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 220,308
Change-220,308 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 205,398
Change-205,398 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 179,372
Change-179,372 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 169,300
Change-169,300 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 168,284
Change-168,284 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 154,367
Change-154,367 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 150,263
Change-150,263 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 140,724
Change-140,724 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 138,448
Change-138,448 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 119,001
Change-119,001 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 117,610
Change-117,610 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 113,073
Change-113,073 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 103,401
Change-103,401 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 92,280
Change-92,280 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 91,211
Change-91,211 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 90,374
Change-90,374 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 86,222
Change-86,222 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 79,434
Change-79,434 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 77,968
Change-77,968 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 75,098
Change-75,098 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 69,030
Change-69,030 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 67,308
Change-67,308 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 67,041
Change-67,041 (-100%)
Value—
FMR LLC
N/A
Shares— from 64,246
Change-64,246 (-100%)
Value—
UBS Group AG
N/A
Shares— from 56,077
Change-56,077 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 55,206
Change-55,206 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 48,870
Change-48,870 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 48,148
Change-48,148 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 47,995
Change-47,995 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 41,494
Change-41,494 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,789
Change-40,789 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,730
Change-40,730 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 38,797
Change-38,797 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 37,982
Change-37,982 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 36,300
Change-36,300 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 34,230
Change-34,230 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 29,684
Change-29,684 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 28,271
Change-28,271 (-100%)
Value—
Nwam LLC
N/A
Shares— from 27,204
Change-27,204 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 26,506
Change-26,506 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 25,830
Change-25,830 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 24,727
Change-24,727 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 23,237
Change-23,237 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 22,061
Change-22,061 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 21,394
Change-21,394 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,424
Change-18,424 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 18,259
Change-18,259 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 18,238
Change-18,238 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 17,445
Change-17,445 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 17,224
Change-17,224 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,995
Change-15,995 (-100%)
Value—
PMC FIG Opportunities LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 15,259
Change-15,259 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 13,835
Change-13,835 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 13,327
Change-13,327 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 13,054
Change-13,054 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,493
Change-11,493 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,460
Change-8,460 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,585
Change-7,585 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 7,349
Change-7,349 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,527
Change-6,527 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,453
Change-6,453 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Amundi
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 762
Change-762 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 301
Change-301 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 207
Change-207 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 157
Change-157 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Quarry LP
N/A
Shares— from 79
Change-79 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 67
Change-67 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 60
Change-60 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,402,1341,407,794-5,6600%$64.6M$66.7M+$2.1M2026-11-04
Congress Asset Management Co
INCREASED250,093204,238+45,855+22%$9.4M$11.9M+$2.5M2026-10-06
Bank of New York Mellon Corp
INCREASED152,504151,010+1,494+1%$6.9M$7.3M+$323.3K2026-11-05
NIA Impact Advisors, LLC
INCREASED147,805109,133+38,672+35%$5.0M$7.0M+$2.0M2026-11-04
Isthmus Partners, LLC
DECREASED107,945111,678-3,733-3%$5.1M$5.1M+$8.9K2026-10-21
Arjuna Capital
DECREASED104,885106,296-1,411-1%$4.9M$5.0M+$110.4K2026-11-03
KBC Group NV
UNCHANGED102,431102,43100%$4.7M$4.9M+$171.0K2026-10-22
Harrington Investments, Inc
DECREASED79,13079,310-1800%$3.6M$3.8M+$123.9K2026-10-14
Creative Planning
INCREASED78,52073,542+4,978+7%$3.4M$3.7M+$359.6K2026-11-02
Clean Yield Group
DECREASED67,88668,140-2540%$3.1M$3.2M+$101.7K2026-10-28
Principal Financial Group Inc
INCREASED51,91037,042+14,868+40%$1.7M$2.5M+$769.1K2026-11-02
Barclays PLC
INCREASED50,89748,171+2,726+6%$2.2M$2.4M+$210.1K2026-11-06
Abacus Wealth Partners, LLC
INCREASED47,48744,406+3,081+7%$2.0M$2.3M+$220.7K2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED38,29313,526+24,767+183%$620.8K$1.8M+$1.2M2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW31,875—+31,875——$1.5M—2026-10-27
Ethic Inc.
INCREASED30,7999,705+21,094+217%$445.5K$1.5M+$1.0M2026-11-03
Citigroup Inc
DECREASED29,44932,110-2,661-8%$1.5M$1.4M-$73.0K2026-11-04
SummerHaven Investment Management, LLC
DECREASED19,60022,799-3,199-14%$1.0M$932.4K-$114.1K2026-10-19
Allspring Global Investments Holdings, LLC
INCREASED17,83517,084+751+4%$784.2K$853.2K+$69.1K2026-11-04
R Squared Ltd
INCREASED16,21414,334+1,880+13%$657.9K$771.3K+$113.4K2026-11-06
Virginia Retirement Systems ET Al
INCREASED15,7669,166+6,600+72%$420.7K$750.0K+$329.3K2026-10-28
Andrew Hill Investment Advisors, Inc.
NEW12,931—+12,931——$615.1K—2026-10-22
DekaBank Deutsche Girozentrale
INCREASED12,3684,288+8,080+188%$164$580+$4162026-10-27
Alps Advisors Inc
DECREASED12,14113,171-1,030-8%$604.5K$577.5K-$27.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED10,77210,988-216-2%$504.0K$512.0K+$8.0K2026-11-02
Compass Financial Management LLC
INCREASED7,8341,190+6,644+558%$59.3K$372.7K+$313.4K2026-10-30
Xponance LLC
DECREASED7,0758,691-1,616-19%$398.9K$336.6K-$62.4K2026-11-03
Simplicity Wealth,LLC
NEW6,375—+6,375——$303.3K—2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED5,5154,924+591+12%$229.8K$260.2K+$30.4K2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED5,4175,41700%$248.6K$257.7K+$9.0K2026-11-03
Arizona State Retirement System
INCREASED5,0454,942+103+2%$226.8K$240.0K+$13.2K2026-11-03
US Bancorp \de\
INCREASED3,6113,456+155+4%$158.6K$171.8K+$13.1K2026-11-05
Parallel Advisors, LLC
INCREASED3,5733,471+102+3%$159.3K$170.0K+$10.6K2026-11-03
New England Capital Financial Advisors LLC
INCREASED2,905300+2,605+868%$13.8K$138.2K+$124.4K2026-11-03
Signaturefd, LLC
INCREASED1,9701,959+11+1%$89.9K$93.7K+$3.8K2026-10-23
State of Wyoming
NEW1,484—+1,484——$70.6K—2026-10-28
Nisa Investment Advisors, LLC
INCREASED1,430786+644+82%$36.1K$68.0K+$31.9K2026-10-20
State of Alaska, Department of Revenue
DECREASED1,0961,216-120-10%$55$52.0K+$51.9K2026-10-15
Farther Finance Advisors, LLC
INCREASED729268+461+172%$12.3K$34.7K+$22.4K2026-10-08
Fifth Third Bancorp
INCREASED462426+36+8%$19.5K$22.0K+$2.4K2026-11-05
SJS Investment Consulting Inc.
INCREASED401184+217+118%$8.4K$19.1K+$10.6K2026-10-26
Daytona Street Capital LLC
UNCHANGED40040000%$18.6K$19.1K+$4442026-10-15
Sterling Capital Management LLC
INCREASED385335+50+15%$15.4K$18.3K+$2.9K2026-10-22
Gamma Investing LLC
INCREASED344327+17+5%$15.0K$16.4K+$1.4K2026-10-08
Harbor Capital Advisors, Inc.
DECREASED332339-7-2%$16$16$02026-10-22
CoreCap Advisors, LLC
NEW329—+329——$15.7K—2026-10-08
Summit Securities Group LLC
NEW230—+230——$10.9K—2026-11-05
Larson Financial Group LLC
UNCHANGED15215200%$7.0K$7.2K+$2542026-11-05
Essential Partners LLC
UNCHANGED10410400%$4.8K$4.9K+$1732026-10-14
EverSource Wealth Advisors, LLC
INCREASED9657+39+68%$2.6K$4.6K+$2.0K2026-11-04
Trust Co of Vermont
UNCHANGED808000%$3.7K$3.8K+$1342026-10-21
Physician Wealth Advisors, Inc.
INCREASED6227+35+130%$1.2K$3.0K+$1.7K2026-10-20
GK Wealth Management LLC
NEW61—+61——$2.9K—2026-10-09
Clark Wealth Partners
NEW51—+51——$2.4K—2026-10-19
True Wealth Design, LLC
UNCHANGED444400%$2.0K$2.1K+$742026-10-13
Root Financial Partners, LLC
NEW42—+42——$2.0K—2026-10-21
Versant Capital Management, Inc
NEW40—+40——$1.9K—2026-10-02
Silver Grove Financial Group, Inc.
DECREASED3843-5-12%$2.0K$1.8K-$1642026-11-05
Simplex Trading, LLC
DECREASED3539-4-10%$1.8K$1.7K-$1262026-11-04
Fortitude Family Office, LLC
NEW24—+24——$1.1K—2026-10-14
Assetmark, Inc
UNCHANGED181800%$826$856+$302026-10-21
IFP Advisors, Inc
UNCHANGED161600%$734$761+$272026-10-16
Covestor Ltd
DECREASED1314-1-7%$1$1$02026-10-30
PNC Financial Services Group, Inc.
INCREASED125+7+140%$230$571+$3412026-11-06
Clearstead Advisors, LLC
DECREASED1113-2-15%$597$524-$732026-11-06
Provenance Wealth Advisors, LLC
NEW3—+3——$143—2026-10-30
GHP Investment Advisors, Inc.
UNCHANGED1100%$46$48+$22026-10-15
Caitong International Asset Management Co., Ltd
CLOSED05-5-100%$230$0-$2302026-10-29
BlackRock, Inc.
N/A—3,405,902-3,405,902-100%$156.3M———
Nomura Asset Management International Inc.
N/A—1,131,014-1,131,014-100%$51.9M———
Vanguard Capital Management LLC
N/A—830,199-830,199-100%$38.1M———
Alliancebernstein L.P.
N/A—793,232-793,232-100%$30.8M———
American Century Companies Inc
N/A—747,707-747,707-100%$34.3M———
State Street Corp
N/A—700,195-700,195-100%$32.1M———
Adage Capital Partners GP, L.L.C.
N/A—575,016-575,016-100%$26.4M———
Geode Capital Management, LLC
N/A—536,595-536,595-100%$24.6M———
First Manhattan Co. Llc.
N/A—396,495-396,495-100%$18.2M———
Vanguard Portfolio Management LLC
N/A—396,083-396,083-100%$18.2M———
Federated Hermes, Inc.
N/A—330,795-330,795-100%$15.2M———
LSV Asset Management
N/A—305,658-305,658-100%$14.0M———
Bridgeway Capital Management, LLC
N/A—296,484-296,484-100%$13.6M———
Price T Rowe Associates Inc
N/A—222,635-222,635-100%$10.2M———
Nuveen, LLC
N/A—220,308-220,308-100%$10.1M———
Northern Trust Corp
N/A—205,398-205,398-100%$9.4M———
Goldman Sachs Group Inc
N/A—179,372-179,372-100%$8.2M———
Bank of America Corp
N/A—169,300-169,300-100%$7.8M———
Charles Schwab Investment Management Inc
N/A—168,284-168,284-100%$7.7M———
Millennium Management LLC
N/A—154,367-154,367-100%$7.1M———
Bessemer Group Inc
N/A—150,263-150,263-100%$6.9M———
Empowered Funds, LLC
N/A—140,724-140,724-100%$6.5M———
Vanguard Fiduciary Trust Co
N/A—138,448-138,448-100%$6.4M———
Morgan Stanley
N/A—119,001-119,001-100%$5.5M———
AQR Capital Management LLC
N/A—117,610-117,610-100%$5.4M———
Trexquant Investment LP
N/A—113,073-113,073-100%$5.2M———
Globeflex Capital L P
N/A—103,401-103,401-100%$4.7M———
Credit Agricole S A
N/A—92,280-92,280-100%$4.2M———
First Trust Advisors LP
N/A—91,211-91,211-100%$4.2M———
Victory Capital Management Inc
N/A—90,374-90,374-100%$4.1M———
Two Sigma Investments, LP
N/A—86,222-86,222-100%$4.0M———
Allianz Asset Management GmbH
N/A—79,434-79,434-100%$3.6M———
Brevan Howard Capital Management LP
N/A—77,968-77,968-100%$3.6M———
Franklin Resources Inc
N/A—75,098-75,098-100%$3.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—69,030-69,030-100%$3.2M———
Figure 8 Investment Strategies LLC
N/A—67,308-67,308-100%$3.1M———
Acadian Asset Management LLC
N/A—67,041-67,041-100%$3.1M———
FMR LLC
N/A—64,246-64,246-100%$2.9M———
UBS Group AG
N/A—56,077-56,077-100%$2.6M———
UBS Asset Management Americas LLC
N/A—55,206-55,206-100%$2.5M———
HSBC Holdings PLC
N/A—48,870-48,870-100%$2.3M———
D. E. Shaw & Co., Inc.
N/A—48,148-48,148-100%$2.2M———
Avalon Trust Co
N/A—47,995-47,995-100%$2.2M———
GSA Capital Partners LLP
N/A—41,494-41,494-100%$1.9M———
Citadel Advisors LLC
N/A—40,789-40,789-100%$1.9M———
Jane Street Group, LLC
N/A—40,730-40,730-100%$1.9M———
Ameriprise Financial Inc
N/A—38,797-38,797-100%$1.8M———
Point72 Asset Management, L.P.
N/A—37,982-37,982-100%$1.7M———
Prudential Financial Inc
N/A—36,300-36,300-100%$1.7M———
Swiss National Bank
N/A—36,000-36,000-100%$1.7M———
Invesco Ltd.
N/A—34,230-34,230-100%$1.6M———
Boothbay Fund Management, LLC
N/A—29,684-29,684-100%$1.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—28,271-28,271-100%$1.3M———
Nwam LLC
N/A—27,204-27,204-100%$1.2M———
Rhumbline Advisers
N/A—26,506-26,506-100%$1.2M———
Ballentine Partners, LLC
N/A—25,830-25,830-100%$1.2M———
Wells Fargo & Company
N/A—24,727-24,727-100%$1.1M———
Bank of Montreal
N/A—23,237-23,237-100%$1.1M———
Natural Investments, LLC
N/A—22,061-22,061-100%$1.0M———
Algert Global LLC
N/A—21,947-21,947-100%$1.0M———
EntryPoint Capital, LLC
N/A—21,394-21,394-100%$982.0K———
Quent Capital, LLC
N/A—20,580-20,580-100%$944.6K———
Legal & General Group Plc
N/A—20,562-20,562-100%$943.8K———
Quantinno Capital Management LP
N/A—18,424-18,424-100%$845.7K———
Deutsche Bank Ag\
N/A—18,259-18,259-100%$838.1K———
California State Teachers Retirement System
N/A—18,238-18,238-100%$837.1K———
Lazard Asset Management LLC
N/A—17,445-17,445-100%$800.7K———
BNP Paribas Financial Markets
N/A—17,224-17,224-100%$790.6K———
JPMorgan Chase & Co
N/A—16,002-16,002-100%$746.5K———
Jain Global LLC
N/A—15,995-15,995-100%$734.2K———
PMC FIG Opportunities LLC
N/A—15,359-15,359-100%$705.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—15,259-15,259-100%$700.4K———
McMillan Office, Inc.
N/A—15,000-15,000-100%$688.5K———
Weiss Asset Management LP
N/A—14,967-14,967-100%$687.0K———
Polymer Capital Management (US) LLC
N/A—13,835-13,835-100%$635.0K———
Mirabella Financial Services LLP
N/A—13,327-13,327-100%$611.7K———
Marshall Wace, LLP
N/A—13,300-13,300-100%$610.5K———
Vanguard Asset Management, Ltd
N/A—13,054-13,054-100%$599.2K———
Russell Investments Group, Ltd.
N/A—12,042-12,042-100%$552.7K———
PDT Partners, LLC
N/A—11,777-11,777-100%$540.6K———
MetLife Investment Management, LLC
N/A—11,493-11,493-100%$527.5K———
Rafferty Asset Management, LLC
N/A—11,185-11,185-100%$513.4K———
Vanguard Global Advisers, LLC
N/A—10,979-10,979-100%$503.9K———
Stifel Financial Corp
N/A—9,800-9,800-100%$449.8K———
Aquatic Capital Management LLC
N/A—9,281-9,281-100%$426.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,460-8,460-100%$388.3K———
Mariner, LLC
N/A—7,870-7,870-100%$361.3K———
Horizon Investment Services, LLC
N/A—7,780-7,780-100%$357.1K———
Mercer Global Advisors Inc
N/A—7,585-7,585-100%$348.2K———
Manufacturers Life Insurance Company, the
N/A—7,445-7,445-100%$341.7K———
Teacher Retirement System of Texas
N/A—7,349-7,349-100%$337.3K———
Caldwell Sutter Capital, Inc.
N/A—7,345-7,345-100%$337.1K———
Qube Research & Technologies Ltd
N/A—7,261-7,261-100%$333.3K———
Captrust Financial Advisors
N/A—7,137-7,137-100%$327.6K———
Hillsdale Investment Management Inc.
N/A—6,790-6,790-100%$311.7K———
SEI Investments Co
N/A—6,751-6,751-100%$309.9K———
Police & Firemen's Retirement System of New Jersey
N/A—6,543-6,543-100%$300.3K———
Jupiter Topco LLC
N/A—6,527-6,527-100%$299.7K———
PFG Investments, LLC
N/A—6,453-6,453-100%$296.2K———
LPL Financial LLC
N/A—6,411-6,411-100%$294.3K———
Catalyst Funds Management Pty Ltd
N/A—6,200-6,200-100%$284.6K———
Canada Pension Plan Investment Board
N/A—6,200-6,200-100%$284.6K———
Intech Investment Management LLC
N/A—6,190-6,190-100%$284.1K———
New York State Common Retirement Fund
N/A—6,149-6,149-100%$282.2K———
SG Americas Securities, LLC
N/A—6,076-6,076-100%$279.0K———
Susquehanna International Group, LLP
N/A—6,055-6,055-100%$277.9K———
Cambria Investment Management, L.P.
N/A—5,873-5,873-100%$269.6K———
Voya Investment Management LLC
N/A—5,161-5,161-100%$236.9K———
State Board of Administration of Florida Retirement System
N/A—5,050-5,050-100%$231.8K———
Amundi
N/A—4,960-4,960-100%$227.7K———
Focus Partners Wealth
N/A—4,701-4,701-100%$215.8K———
Centiva Capital, LP
N/A—4,644-4,644-100%$213.2K———
Martingale Asset Management L P
N/A—4,619-4,619-100%$212.0K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—4,458-4,458-100%$204.6K———
XTX Topco Ltd
N/A—4,425-4,425-100%$203.1K———
Vanguard Investments Australia, Ltd.
N/A—4,326-4,326-100%$198.6K———
KLP Kapitalforvaltning AS
N/A—4,100-4,100-100%$188.2K———
Royal Bank of Canada
N/A—2,741-2,741-100%$126.0K———
Tower Research Capital LLC (TRC)
N/A—2,360-2,360-100%$108.3K———
Ameritas Investment Partners, Inc.
N/A—1,667-1,667-100%$76.5K———
Arax Advisory Partners
N/A—1,578-1,578-100%$72.4K———
Kemnay Advisory Services Inc.
N/A—1,154-1,154-100%$53.0K———
Jones Financial Companies Lllp
N/A—762-762-100%$35.8K———
BNP Paribas Asset Management Holding S.A.
N/A—727-727-100%$33.4K———
Rockefeller Capital Management L.P.
N/A—579-579-100%$26.6K———
Gould Capital, LLC
N/A—500-500-100%$23.0K———
Osaic Holdings, Inc.
N/A—301-301-100%$13.8K———
Allworth Financial LP
N/A—207-207-100%$9.5K———
Harbour Investments, Inc.
N/A—157-157-100%$7.2K———
Smartleaf Asset Management LLC
N/A—139-139-100%$6.5K———
VSM Wealth Advisory, LLC
N/A—123-123-100%$5.7K———
Rothschild Investment LLC
N/A—89-89-100%$4.1K———
Quarry LP
N/A—79-79-100%$3.6K———
Picton Mahoney Asset Management
N/A—67-67-100%$3.1K———
Optiver Holding B.V.
N/A—60-60-100%$2.8K———
UMB Bank, n.a.
N/A—60-60-100%$2.8K———
Global Retirement Partners, LLC
N/A—10-10-100%$459———
LOS Angeles Capital Management LLC
N/A—8-8-100%$367———
Showing 206 of 206 institutions