Octave Specialty Group Inc (OSG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Prescott Group Capital Management, L.L.C.

INCREASED

Shares1,930,145 from 1,647,793

Change+282,352 (+17%)

Value$8.0M (-$2.3M)

Filed 2026-10-30

Geode Capital Management, LLC

DECREASED

Shares932,067 from 1,106,335

Change-174,268 (-16%)

Value$3.9M (-$3.0M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares495,068 from 716,947

Change-221,879 (-31%)

Value$2.0M (-$2.4M)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares324,519 from 195,046

Change+129,473 (+66%)

Value$1.3M (+$126.4K)

Filed 2026-11-06

IPG Investment Advisors LLC

DECREASED

Shares299,427 from 303,930

Change-4,503 (-1%)

Value$1.2M (-$656.9K)

Filed 2026-10-30

LPL Financial LLC

NEW

Shares214,990

Change+214,990

Value$890.1K

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares134,241 from 134,966

Change-725 (-1%)

Value$555.8K (-$286.4K)

Filed 2026-11-05

State of Wyoming

INCREASED

Shares73,251 from 55,733

Change+17,518 (+31%)

Value$303.3K (-$44.5K)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares60,552 from 49,637

Change+10,915 (+22%)

Value$250.7K (-$59.0K)

Filed 2026-11-06

Imc-Chicago, LLC

NEW

Shares36,347

Change+36,347

Value$150.5K

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares35,258 from 40,359

Change-5,101 (-13%)

Value$146.0K (-$105.9K)

Filed 2026-11-06

Mraz, Amerine & Associates, Inc.

UNCHANGED

Shares21,450 from 21,450

Change0 (0%)

Value$88.8K (-$45.0K)

Filed 2026-10-30

Chicago Partners Investment Group LLC

INCREASED

Shares15,229 from 10,395

Change+4,834 (+47%)

Value$72.3K (+$14.8K)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,206 from 14,061

Change+145 (+1%)

Value$67.8K (-$16.9K)

Filed 2026-10-13

Vise Technologies, Inc.

NEW

Shares13,136

Change+13,136

Value$54.4K

Filed 2026-10-29

Inscription Capital, LLC

DECREASED

Shares12,530 from 19,037

Change-6,507 (-34%)

Value$51.9K (-$66.9K)

Filed 2026-11-02

Crown Wealth Group, LLC

UNCHANGED

Shares11,162 from 11,162

Change0 (0%)

Value$46.2K (-$23.4K)

Filed 2026-10-19

Versant Capital Management, Inc

INCREASED

Shares9,807 from 8,360

Change+1,447 (+17%)

Value$40.6K (-$11.6K)

Filed 2026-10-02

First Horizon Corp

INCREASED

Shares6,235 from 4,776

Change+1,459 (+31%)

Value$25.8K (-$4.0K)

Filed 2026-10-26

Harbor Capital Advisors, Inc.

INCREASED

Shares4,044 from 751

Change+3,293 (+438%)

Value$17 (+$12)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares2,023 from 19,080

Change-17,057 (-89%)

Value$8.4K (-$110.7K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares1,019 from 1,019

Change0 (0%)

Value$6.4K ($0)

Filed 2026-11-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares970 from 970

Change0 (0%)

Value$4.0K (-$2.0K)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares818 from 752

Change+66 (+9%)

Value$3.4K (-$1.3K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares816 from 834

Change-18 (-2%)

Value$3.4K (-$1.8K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares541 from 360

Change+181 (+50%)

Value$2.2K (-$6)

Filed 2026-11-04

Financial Consulate, Inc

NEW

Shares530

Change+530

Value$2.2K

Filed 2026-10-23

Zions Bancorporation, National Association

UNCHANGED

Shares451 from 451

Change0 (0%)

Value$1.9K (-$947)

Filed 2026-11-06

Parkside Financial Bank & Trust

NEW

Shares310

Change+310

Value$1.3K

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares213 from 19

Change+194 (+1021%)

Value$882 (+$763)

Filed 2026-10-26

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares177 from 177

Change0 (0%)

Value$733 (-$372)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

NEW

Shares144

Change+144

Value$596

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares124 from 1,438

Change-1,314 (-91%)

Value$513 (-$8.5K)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

INCREASED

Shares121 from 86

Change+35 (+41%)

Value$501 (-$36)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares78 from 263

Change-185 (-70%)

Value$323 (-$1.3K)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares72

Change+72

Value$298

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares48

Change+48

Value$199

Filed 2026-10-21

Fifth Third Bancorp

DECREASED

Shares21 from 243

Change-222 (-91%)

Value$87 (-$1.4K)

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares12 from 36

Change-24 (-67%)

Value$50 (-$175)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$41 (-$21)

Filed 2026-10-22

Clearstead Advisors, LLC

NEW

Shares8

Change+8

Value$34

Filed 2026-11-06

True Wealth Design, LLC

DECREASED

Shares2 from 108

Change-106 (-98%)

Value$9 (-$665)

Filed 2026-10-13

Essex Investment Management Co LLC

CLOSED

Shares0 from 539,289

Change-539,289 (-100%)

Value$0 (-$3.4M)

Filed 2026-10-19

Impact Capital Partners LLC

CLOSED

Shares0 from 19,516

Change-19,516 (-100%)

Value$0 (-$121.8K)

Filed 2026-10-22

Atria Investments, Inc

CLOSED

Shares0 from 12,473

Change-12,473 (-100%)

Value$0 (-$77.8K)

Filed 2026-10-15

McGlone Suttner Wealth Management, Inc.

CLOSED

Shares0 from 10,911

Change-10,911 (-100%)

Value$0 (-$68.1K)

Filed 2026-10-13

Gaddis Premier Wealth Advisors LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$62.4K)

Filed 2026-10-29

Cullen T Bankers, Inc.

CLOSED

Shares0 from 7,140

Change-7,140 (-100%)

Value$0 (-$44.6K)

Filed 2026-10-28

Fortitude Family Office, LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$50)

Filed 2026-10-14

BlackRock, Inc.

N/A

Shares— from 4,572,516

Change-4,572,516 (-100%)

Value—

Western Standard LLC

N/A

Shares— from 2,247,591

Change-2,247,591 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,972,619

Change-1,972,619 (-100%)

Value—

Third Avenue Management LLC

N/A

Shares— from 1,341,879

Change-1,341,879 (-100%)

Value—

Bain Capital Credit, LP

N/A

Shares— from 1,108,012

Change-1,108,012 (-100%)

Value—

State Street Corp

N/A

Shares— from 898,673

Change-898,673 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 649,530

Change-649,530 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 601,796

Change-601,796 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 590,370

Change-590,370 (-100%)

Value—

Bracebridge Capital, LLC

N/A

Shares— from 579,234

Change-579,234 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 569,563

Change-569,563 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 560,756

Change-560,756 (-100%)

Value—

Riho Partners, LLC

N/A

Shares— from 554,818

Change-554,818 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 494,092

Change-494,092 (-100%)

Value—

Wolf Hill Capital Management, LP

N/A

Shares— from 480,187

Change-480,187 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 428,165

Change-428,165 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 422,777

Change-422,777 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 419,136

Change-419,136 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 392,350

Change-392,350 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 377,869

Change-377,869 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 352,680

Change-352,680 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 302,913

Change-302,913 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 295,841

Change-295,841 (-100%)

Value—

Ayal Capital Advisors Ltd

N/A

Shares— from 280,000

Change-280,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 278,731

Change-278,731 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 239,680

Change-239,680 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 229,890

Change-229,890 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 226,010

Change-226,010 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 216,362

Change-216,362 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 196,382

Change-196,382 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 190,283

Change-190,283 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 181,037

Change-181,037 (-100%)

Value—

UBS Group AG

N/A

Shares— from 147,197

Change-147,197 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 143,566

Change-143,566 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 136,692

Change-136,692 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 131,360

Change-131,360 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 127,868

Change-127,868 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 122,504

Change-122,504 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 118,364

Change-118,364 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 117,200

Change-117,200 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 116,707

Change-116,707 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 116,612

Change-116,612 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 114,498

Change-114,498 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 109,389

Change-109,389 (-100%)

Value—

Lone Peak Global Investors LLC

N/A

Shares— from 107,676

Change-107,676 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 91,000

Change-91,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 66,579

Change-66,579 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 63,120

Change-63,120 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 61,305

Change-61,305 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 60,295

Change-60,295 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 58,504

Change-58,504 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 57,937

Change-57,937 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 54,004

Change-54,004 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 53,481

Change-53,481 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 47,883

Change-47,883 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 43,331

Change-43,331 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 42,630

Change-42,630 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,584

Change-30,584 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 30,044

Change-30,044 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,288

Change-29,288 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 26,828

Change-26,828 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 25,500

Change-25,500 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 24,501

Change-24,501 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 24,244

Change-24,244 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 23,900

Change-23,900 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 22,576

Change-22,576 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,554

Change-21,554 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 20,935

Change-20,935 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 19,610

Change-19,610 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 19,044

Change-19,044 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18,668

Change-18,668 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,657

Change-18,657 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 14,334

Change-14,334 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,630

Change-12,630 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 12,414

Change-12,414 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 12,207

Change-12,207 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,203

Change-12,203 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 11,825

Change-11,825 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,644

Change-11,644 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 11,203

Change-11,203 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 10,652

Change-10,652 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,628

Change-10,628 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,073

Change-10,073 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 10,069

Change-10,069 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,156

Change-8,156 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 4,036

Change-4,036 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,839

Change-3,839 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,648

Change-3,648 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,650

Change-2,650 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,186

Change-2,186 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,911

Change-1,911 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 556

Change-556 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 546

Change-546 (-100%)

Value—

Wiser Advisor Group LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 325

Change-325 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 245

Change-245 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 245

Change-245 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 196

Change-196 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 124

Change-124 (-100%)

Value—

Quarry LP

N/A

Shares— from 123

Change-123 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 98

Change-98 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Prescott Group Capital Management, L.L.C.	INCREASED	1,930,145	1,647,793	+282,352	+17%	$10.3M	$8.0M	-$2.3M	2026-10-30
Geode Capital Management, LLC	DECREASED	932,067	1,106,335	-174,268	-16%	$6.9M	$3.9M	-$3.0M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	495,068	716,947	-221,879	-31%	$4.5M	$2.0M	-$2.4M	2026-11-04
Russell Investments Group, Ltd.	INCREASED	324,519	195,046	+129,473	+66%	$1.2M	$1.3M	+$126.4K	2026-11-06
IPG Investment Advisors LLC	DECREASED	299,427	303,930	-4,503	-1%	$1.9M	$1.2M	-$656.9K	2026-10-30
LPL Financial LLC	NEW	214,990	—	+214,990	—	—	$890.1K	—	2026-11-06
Bank of New York Mellon Corp	DECREASED	134,241	134,966	-725	-1%	$842.2K	$555.8K	-$286.4K	2026-11-05
State of Wyoming	INCREASED	73,251	55,733	+17,518	+31%	$347.8K	$303.3K	-$44.5K	2026-10-28
Barclays PLC	INCREASED	60,552	49,637	+10,915	+22%	$309.7K	$250.7K	-$59.0K	2026-11-06
Imc-Chicago, LLC	NEW	36,347	—	+36,347	—	—	$150.5K	—	2026-11-05
Deutsche Bank Ag\	DECREASED	35,258	40,359	-5,101	-13%	$251.8K	$146.0K	-$105.9K	2026-11-06
Mraz, Amerine & Associates, Inc.	UNCHANGED	21,450	21,450	0	0%	$133.8K	$88.8K	-$45.0K	2026-10-30
Chicago Partners Investment Group LLC	INCREASED	15,229	10,395	+4,834	+47%	$57.6K	$72.3K	+$14.8K	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	14,206	14,061	+145	+1%	$84.6K	$67.8K	-$16.9K	2026-10-13
Vise Technologies, Inc.	NEW	13,136	—	+13,136	—	—	$54.4K	—	2026-10-29
Inscription Capital, LLC	DECREASED	12,530	19,037	-6,507	-34%	$118.8K	$51.9K	-$66.9K	2026-11-02
Crown Wealth Group, LLC	UNCHANGED	11,162	11,162	0	0%	$69.7K	$46.2K	-$23.4K	2026-10-19
Versant Capital Management, Inc	INCREASED	9,807	8,360	+1,447	+17%	$52.2K	$40.6K	-$11.6K	2026-10-02
First Horizon Corp	INCREASED	6,235	4,776	+1,459	+31%	$29.8K	$25.8K	-$4.0K	2026-10-26
Harbor Capital Advisors, Inc.	INCREASED	4,044	751	+3,293	+438%	$5	$17	+$12	2026-10-22
Citigroup Inc	DECREASED	2,023	19,080	-17,057	-89%	$119.1K	$8.4K	-$110.7K	2026-11-04
Allworth Financial LP	UNCHANGED	1,019	1,019	0	0%	$6.4K	$6.4K	$0	2026-11-06
Nisa Investment Advisors, LLC	UNCHANGED	970	970	0	0%	$6.1K	$4.0K	-$2.0K	2026-10-20
Farther Finance Advisors, LLC	INCREASED	818	752	+66	+9%	$4.7K	$3.4K	-$1.3K	2026-10-08
Sterling Capital Management LLC	DECREASED	816	834	-18	-2%	$5.2K	$3.4K	-$1.8K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	541	360	+181	+50%	$2.2K	$2.2K	-$6	2026-11-04
Financial Consulate, Inc	NEW	530	—	+530	—	—	$2.2K	—	2026-10-23
Zions Bancorporation, National Association	UNCHANGED	451	451	0	0%	$2.8K	$1.9K	-$947	2026-11-06
Parkside Financial Bank & Trust	NEW	310	—	+310	—	—	$1.3K	—	2026-10-27
SJS Investment Consulting Inc.	INCREASED	213	19	+194	+1021%	$119	$882	+$763	2026-10-26
DiNuzzo Private Wealth, Inc.	UNCHANGED	177	177	0	0%	$1.1K	$733	-$372	2026-10-16
Caitong International Asset Management Co., Ltd	NEW	144	—	+144	—	—	$596	—	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	124	1,438	-1,314	-91%	$9.0K	$513	-$8.5K	2026-11-06
Physician Wealth Advisors, Inc.	INCREASED	121	86	+35	+41%	$537	$501	-$36	2026-10-20
Essential Partners LLC	DECREASED	78	263	-185	-70%	$1.6K	$323	-$1.3K	2026-10-14
Provenance Wealth Advisors, LLC	NEW	72	—	+72	—	—	$298	—	2026-10-30
Root Financial Partners, LLC	NEW	48	—	+48	—	—	$199	—	2026-10-21
Fifth Third Bancorp	DECREASED	21	243	-222	-91%	$1.5K	$87	-$1.4K	2026-11-05
IFP Advisors, Inc	DECREASED	12	36	-24	-67%	$225	$50	-$175	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	10	10	0	0%	$62	$41	-$21	2026-10-22
Clearstead Advisors, LLC	NEW	8	—	+8	—	—	$34	—	2026-11-06
True Wealth Design, LLC	DECREASED	2	108	-106	-98%	$674	$9	-$665	2026-10-13
Essex Investment Management Co LLC	CLOSED	0	539,289	-539,289	-100%	$3.4M	$0	-$3.4M	2026-10-19
Impact Capital Partners LLC	CLOSED	0	19,516	-19,516	-100%	$121.8K	$0	-$121.8K	2026-10-22
Atria Investments, Inc	CLOSED	0	12,473	-12,473	-100%	$77.8K	$0	-$77.8K	2026-10-15
McGlone Suttner Wealth Management, Inc.	CLOSED	0	10,911	-10,911	-100%	$68.1K	$0	-$68.1K	2026-10-13
Gaddis Premier Wealth Advisors LLC	CLOSED	0	10,000	-10,000	-100%	$62.4K	$0	-$62.4K	2026-10-29
Cullen T Bankers, Inc.	CLOSED	0	7,140	-7,140	-100%	$44.6K	$0	-$44.6K	2026-10-28
Fortitude Family Office, LLC	CLOSED	0	8	-8	-100%	$50	$0	-$50	2026-10-14
BlackRock, Inc.	N/A	—	4,572,516	-4,572,516	-100%	$28.5M	—	—	—
Western Standard LLC	N/A	—	2,247,591	-2,247,591	-100%	$14.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,972,619	-1,972,619	-100%	$12.3M	—	—	—
Third Avenue Management LLC	N/A	—	1,341,879	-1,341,879	-100%	$8.4M	—	—	—
Bain Capital Credit, LP	N/A	—	1,108,012	-1,108,012	-100%	$6.9M	—	—	—
State Street Corp	N/A	—	898,673	-898,673	-100%	$5.6M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	649,530	-649,530	-100%	$4.1M	—	—	—
Marshall Wace, LLP	N/A	—	601,796	-601,796	-100%	$3.8M	—	—	—
Zacks Investment Management	N/A	—	590,370	-590,370	-100%	$3.7M	—	—	—
Bracebridge Capital, LLC	N/A	—	579,234	-579,234	-100%	$3.6M	—	—	—
Morgan Stanley	N/A	—	569,563	-569,563	-100%	$3.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	560,756	-560,756	-100%	$3.5M	—	—	—
Riho Partners, LLC	N/A	—	554,818	-554,818	-100%	$3.5M	—	—	—
Gendell Jeffrey L	N/A	—	494,092	-494,092	-100%	$3.1M	—	—	—
Wolf Hill Capital Management, LP	N/A	—	480,187	-480,187	-100%	$3.0M	—	—	—
Nuveen, LLC	N/A	—	428,165	-428,165	-100%	$2.7M	—	—	—
Citadel Advisors LLC	N/A	—	422,777	-422,777	-100%	$2.6M	—	—	—
Caption Management, LLC	N/A	—	419,136	-419,136	-100%	$2.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	392,350	-392,350	-100%	$2.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	377,869	-377,869	-100%	$2.4M	—	—	—
Northern Trust Corp	N/A	—	352,680	-352,680	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	302,913	-302,913	-100%	$1.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	295,841	-295,841	-100%	$1.8M	—	—	—
Ayal Capital Advisors Ltd	N/A	—	280,000	-280,000	-100%	$1.7M	—	—	—
Jane Street Group, LLC	N/A	—	278,731	-278,731	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	239,680	-239,680	-100%	$1.5M	—	—	—
AQR Capital Management LLC	N/A	—	229,890	-229,890	-100%	$1.4M	—	—	—
Prudential Financial Inc	N/A	—	226,010	-226,010	-100%	$1.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	216,362	-216,362	-100%	$1.4M	—	—	—
Harbor Advisors LLC	N/A	—	196,382	-196,382	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	190,283	-190,283	-100%	$1.2M	—	—	—
Legato Capital Management LLC	N/A	—	181,037	-181,037	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	147,197	-147,197	-100%	$918.5K	—	—	—
GSA Capital Partners LLP	N/A	—	143,566	-143,566	-100%	$896.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	136,692	-136,692	-100%	$853.0K	—	—	—
Bank of America Corp	N/A	—	131,360	-131,360	-100%	$819.7K	—	—	—
Invesco Ltd.	N/A	—	127,868	-127,868	-100%	$797.9K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	122,504	-122,504	-100%	$764.4K	—	—	—
Diametric Capital, LP	N/A	—	118,364	-118,364	-100%	$738.6K	—	—	—
Renaissance Technologies LLC	N/A	—	117,200	-117,200	-100%	$731.3K	—	—	—
Wells Fargo & Company	N/A	—	116,707	-116,707	-100%	$728.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	116,612	-116,612	-100%	$728.0K	—	—	—
HSBC Holdings PLC	N/A	—	114,498	-114,498	-100%	$723.5K	—	—	—
SEI Investments Co	N/A	—	109,389	-109,389	-100%	$682.6K	—	—	—
Lone Peak Global Investors LLC	N/A	—	107,676	-107,676	-100%	$671.9K	—	—	—
American Century Companies Inc	N/A	—	91,000	-91,000	-100%	$567.8K	—	—	—
Man Group plc	N/A	—	66,579	-66,579	-100%	$415.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	63,120	-63,120	-100%	$393.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	61,305	-61,305	-100%	$382.5K	—	—	—
GWN Securities Inc.	N/A	—	60,295	-60,295	-100%	$376.2K	—	—	—
Ameriprise Financial Inc	N/A	—	58,504	-58,504	-100%	$365.1K	—	—	—
FJ Capital Management LLC	N/A	—	57,937	-57,937	-100%	$361.5K	—	—	—
Empowered Funds, LLC	N/A	—	54,004	-54,004	-100%	$337.0K	—	—	—
Rhumbline Advisers	N/A	—	53,481	-53,481	-100%	$333.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	47,883	-47,883	-100%	$298.8K	—	—	—
Lazard Asset Management LLC	N/A	—	43,331	-43,331	-100%	$270.4K	—	—	—
Alliancebernstein L.P.	N/A	—	42,630	-42,630	-100%	$198.2K	—	—	—
Mariner, LLC	N/A	—	30,584	-30,584	-100%	$190.8K	—	—	—
State of Wisconsin Investment Board	N/A	—	30,044	-30,044	-100%	$187.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	29,288	-29,288	-100%	$182.8K	—	—	—
Cerity Partners LLC	N/A	—	26,828	-26,828	-100%	$167.4K	—	—	—
Engineers Gate Manager LP	N/A	—	25,500	-25,500	-100%	$159.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	24,501	-24,501	-100%	$152.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	24,244	-24,244	-100%	$151.3K	—	—	—
Klcm Advisors, Inc.	N/A	—	23,900	-23,900	-100%	$149.1K	—	—	—
Group One Trading LLC	N/A	—	22,576	-22,576	-100%	$140.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	21,554	-21,554	-100%	$134.5K	—	—	—
Gator Capital Management, LLC	N/A	—	20,935	-20,935	-100%	$130.6K	—	—	—
Millennium Management LLC	N/A	—	19,610	-19,610	-100%	$122.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	19,044	-19,044	-100%	$118.8K	—	—	—
JPMorgan Chase & Co	N/A	—	18,668	-18,668	-100%	$118.7K	—	—	—
XTX Topco Ltd	N/A	—	18,657	-18,657	-100%	$116.4K	—	—	—
Metis Global Partners, LLC	N/A	—	14,334	-14,334	-100%	$89.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,630	-12,630	-100%	$78.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	12,414	-12,414	-100%	$77.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	12,207	-12,207	-100%	$76.2K	—	—	—
IEQ Capital, LLC	N/A	—	12,203	-12,203	-100%	$76.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	11,825	-11,825	-100%	$73.8K	—	—	—
Jump Financial, LLC	N/A	—	11,644	-11,644	-100%	$72.7K	—	—	—
SG Americas Securities, LLC	N/A	—	11,203	-11,203	-100%	$70.0K	—	—	—
AXQ Capital, LP	N/A	—	10,652	-10,652	-100%	$66.5K	—	—	—
Franklin Resources Inc	N/A	—	10,628	-10,628	-100%	$66.3K	—	—	—
New York State Common Retirement Fund	N/A	—	10,073	-10,073	-100%	$62.9K	—	—	—
Mirabella Financial Services LLP	N/A	—	10,069	-10,069	-100%	$62.8K	—	—	—
FMR LLC	N/A	—	8,156	-8,156	-100%	$50.9K	—	—	—
Persistent Asset Partners Ltd	N/A	—	4,036	-4,036	-100%	$25.2K	—	—	—
Legal & General Group Plc	N/A	—	3,839	-3,839	-100%	$24.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,648	-3,648	-100%	$22.8K	—	—	—
Arax Advisory Partners	N/A	—	3,259	-3,259	-100%	$20.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,650	-2,650	-100%	$16.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,186	-2,186	-100%	$13.6K	—	—	—
Royal Bank of Canada	N/A	—	1,911	-1,911	-100%	$12.0K	—	—	—
Continuum Advisory, LLC	N/A	—	556	-556	-100%	$3.5K	—	—	—
California State Teachers Retirement System	N/A	—	546	-546	-100%	$3.4K	—	—	—
Wiser Advisor Group LLC	N/A	—	500	-500	-100%	$3.1K	—	—	—
Capital Analysts, LLC	N/A	—	325	-325	-100%	$2	—	—	—
BFC Planning, Inc.	N/A	—	245	-245	-100%	$1.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	245	-245	-100%	$1.5K	—	—	—
Optiver Holding B.V.	N/A	—	196	-196	-100%	$1.2K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	150	-150	-100%	$936	—	—	—
Rothschild Investment LLC	N/A	—	124	-124	-100%	$774	—	—	—
Quarry LP	N/A	—	123	-123	-100%	$768	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	116	-116	-100%	$724	—	—	—
Advisors Asset Management, Inc.	N/A	—	98	-98	-100%	$612	—	—	—
Bogart Wealth, LLC	N/A	—	77	-77	-100%	$480	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	32	-32	-100%	$200	—	—	—
JPL Wealth Management, LLC	N/A	—	9	-9	-100%	$57	—	—	—
Allied Private Wealth LLC	N/A	—	8	-8	-100%	$48	—	—	—

Showing 157 of 157 institutions