Amerant Bancorp Inc (AMTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Patriot Financial Partners GP II, L.P.

UNCHANGED

Shares2,007,283 from 2,007,283

Change0 (0%)

Value$57.5M (+$6.3M)

Filed 2026-11-04

Dimensional Fund Advisors LP

INCREASED

Shares1,712,357 from 1,565,026

Change+147,331 (+9%)

Value$49.1M (+$9.2M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares898,653 from 922,817

Change-24,164 (-3%)

Value$25.8M (+$2.2M)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares234,711 from 15,214

Change+219,497 (+1443%)

Value$6.7M (+$6.3M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares155,977 from 154,525

Change+1,452 (+1%)

Value$4.5M (+$528.4K)

Filed 2026-11-05

Essex Investment Management Co LLC

DECREASED

Shares145,593 from 150,236

Change-4,643 (-3%)

Value$4.2M (+$340.1K)

Filed 2026-10-19

Principal Financial Group Inc

INCREASED

Shares89,352 from 58,458

Change+30,894 (+53%)

Value$2.6M (+$1.1M)

Filed 2026-11-02

Creative Planning

INCREASED

Shares56,453 from 43,903

Change+12,550 (+29%)

Value$1.6M (+$498.1K)

Filed 2026-11-02

Salzhauer Michael

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$1.4M (+$157.5K)

Filed 2026-10-28

Barclays PLC

INCREASED

Shares38,712 from 32,200

Change+6,512 (+20%)

Value$1.1M (+$288.1K)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares37,100 from 32,000

Change+5,100 (+16%)

Value$1.1M (+$247.0K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares32,232 from 34,503

Change-2,271 (-7%)

Value$924.1K (+$43.6K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares31,009 from 34,186

Change-3,177 (-9%)

Value$889.0K (+$16.6K)

Filed 2026-11-06

Inspire Investing, LLC

DECREASED

Shares22,200 from 26,803

Change-4,603 (-17%)

Value$636.5K (-$47.5K)

Filed 2026-10-22

Jackson Creek Investment Advisors LLC

NEW

Shares18,608

Change+18,608

Value$533.0K

Filed 2026-11-04

Daytona Street Capital LLC

UNCHANGED

Shares11,840 from 11,840

Change0 (0%)

Value$347.0K (+$44.1K)

Filed 2026-10-15

Arizona State Retirement System

INCREASED

Shares9,476 from 9,005

Change+471 (+5%)

Value$271.7K (+$41.9K)

Filed 2026-11-03

R Squared Ltd

NEW

Shares7,107

Change+7,107

Value$203.8K

Filed 2026-11-06

State of Wyoming

NEW

Shares4,770

Change+4,770

Value$136.8K

Filed 2026-10-28

Nisa Investment Advisors, LLC

INCREASED

Shares2,350 from 423

Change+1,927 (+456%)

Value$67.4K (+$56.6K)

Filed 2026-10-20

USA Financial Formulas

NEW

Shares1,727

Change+1,727

Value$49.5K

Filed 2026-10-16

State of Alaska, Department of Revenue

NEW

Shares1,379

Change+1,379

Value$39

Filed 2026-10-15

Nykredit A/S

UNCHANGED

Shares1,140 from 1,140

Change0 (0%)

Value$32.7K (+$3.6K)

Filed 2026-11-06

Addison Advisors LLC

UNCHANGED

Shares1,096 from 1,096

Change0 (0%)

Value$31.4K (+$3.5K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares848 from 773

Change+75 (+10%)

Value$24.3K (+$4.6K)

Filed 2026-10-02

US Bancorp \de\

INCREASED

Shares823 from 738

Change+85 (+12%)

Value$23.6K (+$4.8K)

Filed 2026-11-05

Larson Financial Group LLC

INCREASED

Shares733 from 684

Change+49 (+7%)

Value$21.0K (+$3.6K)

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares671 from 695

Change-24 (-3%)

Value$19.2K (+$1.5K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares619 from 618

Change+1 (+0%)

Value$17.8K (+$2.0K)

Filed 2026-11-04

Activest Wealth Management

INCREASED

Shares572 from 571

Change+1 (+0%)

Value$16.4K (+$1.8K)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares508 from 500

Change+8 (+2%)

Value$14.6K (+$1.8K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares408 from 329

Change+79 (+24%)

Value$11.7K (+$3.3K)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares299 from 71

Change+228 (+321%)

Value$8.6K (+$6.8K)

Filed 2026-10-26

Allworth Financial LP

INCREASED

Shares294 from 186

Change+108 (+58%)

Value$7.5K (+$2.8K)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$4.0K (+$444)

Filed 2026-11-05

Pension & Wealth Management Advisors, Inc.

NEW

Shares133

Change+133

Value$3.8K

Filed 2026-10-16

IFP Advisors, Inc

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$3.6K (+$394)

Filed 2026-10-16

Essential Partners LLC

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$3.6K (+$391)

Filed 2026-10-14

Signaturefd, LLC

INCREASED

Shares123 from 78

Change+45 (+58%)

Value$3.5K (+$1.5K)

Filed 2026-10-23

Bare Financial Services, Inc

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$3.3K (+$362)

Filed 2026-11-04

Simplex Trading, LLC

INCREASED

Shares99 from 83

Change+16 (+19%)

Value$2.8K (+$720)

Filed 2026-11-04

Silver Grove Financial Group, Inc.

DECREASED

Shares61 from 65

Change-4 (-6%)

Value$1.7K (+$90)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares61 from 61

Change0 (0%)

Value$1.7K (+$192)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares45

Change+45

Value$1.3K

Filed 2026-10-21

Parkside Financial Bank & Trust

NEW

Shares35

Change+35

Value$1.0K

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$659 (+$72)

Filed 2026-11-03

Clearstead Advisors, LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$545 (+$60)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$344 (+$38)

Filed 2026-11-06

Covestor Ltd

DECREASED

Shares7 from 12

Change-5 (-42%)

Value$0 ($0)

Filed 2026-10-30

Assetmark, Inc

NEW

Shares6

Change+6

Value$172

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 41,108

Change-41,108 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-16

Elco Management Co., LLC

CLOSED

Shares0 from 11,891

Change-11,891 (-100%)

Value$0 (-$303.5K)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$306)

Filed 2026-10-29

Stone House Investment Management, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$26)

Filed 2026-10-23

Wellington Management Group LLP

N/A

Shares— from 5,392,594

Change-5,392,594 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,828,855

Change-2,828,855 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 1,855,507

Change-1,855,507 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,646,945

Change-1,646,945 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,263,067

Change-1,263,067 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 846,437

Change-846,437 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 700,533

Change-700,533 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 497,159

Change-497,159 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 472,648

Change-472,648 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 427,065

Change-427,065 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 420,000

Change-420,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 343,107

Change-343,107 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 327,504

Change-327,504 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 316,910

Change-316,910 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 303,007

Change-303,007 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 300,056

Change-300,056 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 264,730

Change-264,730 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 241,417

Change-241,417 (-100%)

Value—

UBS Group AG

N/A

Shares— from 206,712

Change-206,712 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 200,151

Change-200,151 (-100%)

Value—

Peregrine Capital Management LLC

N/A

Shares— from 196,208

Change-196,208 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 195,885

Change-195,885 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 174,000

Change-174,000 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 164,730

Change-164,730 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 149,177

Change-149,177 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 142,084

Change-142,084 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 116,923

Change-116,923 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 110,611

Change-110,611 (-100%)

Value—

Teachers Retirement System of the State of Kentucky

N/A

Shares— from 106,224

Change-106,224 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 90,139

Change-90,139 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 89,093

Change-89,093 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 81,329

Change-81,329 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 78,614

Change-78,614 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 66,669

Change-66,669 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 65,437

Change-65,437 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 57,213

Change-57,213 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 55,787

Change-55,787 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 50,603

Change-50,603 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 50,251

Change-50,251 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 47,976

Change-47,976 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 44,861

Change-44,861 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 43,705

Change-43,705 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 42,981

Change-42,981 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 38,931

Change-38,931 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 38,386

Change-38,386 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 35,790

Change-35,790 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 33,572

Change-33,572 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,892

Change-28,892 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 28,508

Change-28,508 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 28,155

Change-28,155 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 25,316

Change-25,316 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 24,788

Change-24,788 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 23,569

Change-23,569 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 23,364

Change-23,364 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 21,536

Change-21,536 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 19,643

Change-19,643 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,764

Change-18,764 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 18,613

Change-18,613 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 16,733

Change-16,733 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 15,879

Change-15,879 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 15,432

Change-15,432 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 14,600

Change-14,600 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 14,054

Change-14,054 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,370

Change-13,370 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 12,769

Change-12,769 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 12,229

Change-12,229 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,123

Change-12,123 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 11,594

Change-11,594 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,031

Change-11,031 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,618

Change-10,618 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 10,274

Change-10,274 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 9,883

Change-9,883 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 9,737

Change-9,737 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 9,650

Change-9,650 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 9,376

Change-9,376 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,955

Change-8,955 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 8,920

Change-8,920 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 8,920

Change-8,920 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 8,488

Change-8,488 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 8,415

Change-8,415 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,520

Change-5,520 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 3,472

Change-3,472 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,262

Change-3,262 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 3,228

Change-3,228 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,140

Change-3,140 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,105

Change-3,105 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,046

Change-2,046 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,986

Change-1,986 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,365

Change-1,365 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 254

Change-254 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 194

Change-194 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 164

Change-164 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 114

Change-114 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 71

Change-71 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Quarry LP

N/A

Shares— from 21

Change-21 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16

Change-16 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	UNCHANGED	2,007,283	2,007,283	0	0%	$51.2M	$57.5M	+$6.3M	2026-11-04
Dimensional Fund Advisors LP	INCREASED	1,712,357	1,565,026	+147,331	+9%	$39.9M	$49.1M	+$9.2M	2026-11-04
Geode Capital Management, LLC	DECREASED	898,653	922,817	-24,164	-3%	$23.6M	$25.8M	+$2.2M	2026-11-06
Russell Investments Group, Ltd.	INCREASED	234,711	15,214	+219,497	+1443%	$388.3K	$6.7M	+$6.3M	2026-11-06
Bank of New York Mellon Corp	INCREASED	155,977	154,525	+1,452	+1%	$3.9M	$4.5M	+$528.4K	2026-11-05
Essex Investment Management Co LLC	DECREASED	145,593	150,236	-4,643	-3%	$3.8M	$4.2M	+$340.1K	2026-10-19
Principal Financial Group Inc	INCREASED	89,352	58,458	+30,894	+53%	$1.5M	$2.6M	+$1.1M	2026-11-02
Creative Planning	INCREASED	56,453	43,903	+12,550	+29%	$1.1M	$1.6M	+$498.1K	2026-11-02
Salzhauer Michael	UNCHANGED	50,000	50,000	0	0%	$1.3M	$1.4M	+$157.5K	2026-10-28
Barclays PLC	INCREASED	38,712	32,200	+6,512	+20%	$821.7K	$1.1M	+$288.1K	2026-11-06
Strs Ohio	INCREASED	37,100	32,000	+5,100	+16%	$816.6K	$1.1M	+$247.0K	2026-10-30
Citigroup Inc	DECREASED	32,232	34,503	-2,271	-7%	$880.5K	$924.1K	+$43.6K	2026-11-04
Deutsche Bank Ag\	DECREASED	31,009	34,186	-3,177	-9%	$872.4K	$889.0K	+$16.6K	2026-11-06
Inspire Investing, LLC	DECREASED	22,200	26,803	-4,603	-17%	$684.0K	$636.5K	-$47.5K	2026-10-22
Jackson Creek Investment Advisors LLC	NEW	18,608	—	+18,608	—	—	$533.0K	—	2026-11-04
Daytona Street Capital LLC	UNCHANGED	11,840	11,840	0	0%	$302.9K	$347.0K	+$44.1K	2026-10-15
Arizona State Retirement System	INCREASED	9,476	9,005	+471	+5%	$229.8K	$271.7K	+$41.9K	2026-11-03
R Squared Ltd	NEW	7,107	—	+7,107	—	—	$203.8K	—	2026-11-06
State of Wyoming	NEW	4,770	—	+4,770	—	—	$136.8K	—	2026-10-28
Nisa Investment Advisors, LLC	INCREASED	2,350	423	+1,927	+456%	$10.8K	$67.4K	+$56.6K	2026-10-20
USA Financial Formulas	NEW	1,727	—	+1,727	—	—	$49.5K	—	2026-10-16
State of Alaska, Department of Revenue	NEW	1,379	—	+1,379	—	—	$39	—	2026-10-15
Nykredit A/S	UNCHANGED	1,140	1,140	0	0%	$29.1K	$32.7K	+$3.6K	2026-11-06
Addison Advisors LLC	UNCHANGED	1,096	1,096	0	0%	$28.0K	$31.4K	+$3.5K	2026-11-06
Versant Capital Management, Inc	INCREASED	848	773	+75	+10%	$19.7K	$24.3K	+$4.6K	2026-10-02
US Bancorp \de\	INCREASED	823	738	+85	+12%	$18.8K	$23.6K	+$4.8K	2026-11-05
Larson Financial Group LLC	INCREASED	733	684	+49	+7%	$17.5K	$21.0K	+$3.6K	2026-11-05
Sterling Capital Management LLC	DECREASED	671	695	-24	-3%	$17.7K	$19.2K	+$1.5K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	619	618	+1	+0%	$15.8K	$17.8K	+$2.0K	2026-11-04
Activest Wealth Management	INCREASED	572	571	+1	+0%	$14.6K	$16.4K	+$1.8K	2026-10-15
Gamma Investing LLC	INCREASED	508	500	+8	+2%	$12.8K	$14.6K	+$1.8K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	408	329	+79	+24%	$8.4K	$11.7K	+$3.3K	2026-10-08
SJS Investment Consulting Inc.	INCREASED	299	71	+228	+321%	$1.8K	$8.6K	+$6.8K	2026-10-26
Allworth Financial LP	INCREASED	294	186	+108	+58%	$4.8K	$7.5K	+$2.8K	2026-11-06
Fifth Third Bancorp	UNCHANGED	141	141	0	0%	$3.6K	$4.0K	+$444	2026-11-05
Pension & Wealth Management Advisors, Inc.	NEW	133	—	+133	—	—	$3.8K	—	2026-10-16
IFP Advisors, Inc	UNCHANGED	125	125	0	0%	$3.2K	$3.6K	+$394	2026-10-16
Essential Partners LLC	UNCHANGED	124	124	0	0%	$3.2K	$3.6K	+$391	2026-10-14
Signaturefd, LLC	INCREASED	123	78	+45	+58%	$2.0K	$3.5K	+$1.5K	2026-10-23
Bare Financial Services, Inc	UNCHANGED	115	115	0	0%	$2.9K	$3.3K	+$362	2026-11-04
Simplex Trading, LLC	INCREASED	99	83	+16	+19%	$2.1K	$2.8K	+$720	2026-11-04
Silver Grove Financial Group, Inc.	DECREASED	61	65	-4	-6%	$1.7K	$1.7K	+$90	2026-11-05
True Wealth Design, LLC	UNCHANGED	61	61	0	0%	$1.6K	$1.7K	+$192	2026-10-13
Root Financial Partners, LLC	NEW	45	—	+45	—	—	$1.3K	—	2026-10-21
Parkside Financial Bank & Trust	NEW	35	—	+35	—	—	$1.0K	—	2026-10-27
Parallel Advisors, LLC	UNCHANGED	23	23	0	0%	$587	$659	+$72	2026-11-03
Clearstead Advisors, LLC	UNCHANGED	19	19	0	0%	$485	$545	+$60	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	12	12	0	0%	$306	$344	+$38	2026-11-06
Covestor Ltd	DECREASED	7	12	-5	-42%	$0	$0	$0	2026-10-30
Assetmark, Inc	NEW	6	—	+6	—	—	$172	—	2026-10-21
Y-Intercept (Hong Kong) Ltd	CLOSED	0	41,108	-41,108	-100%	$1.0M	$0	-$1.0M	2026-10-16
Elco Management Co., LLC	CLOSED	0	11,891	-11,891	-100%	$303.5K	$0	-$303.5K	2026-10-14
Caitong International Asset Management Co., Ltd	CLOSED	0	12	-12	-100%	$306	$0	-$306	2026-10-29
Stone House Investment Management, LLC	CLOSED	0	1	-1	-100%	$26	$0	-$26	2026-10-23
Wellington Management Group LLP	N/A	—	5,392,594	-5,392,594	-100%	$137.6M	—	—	—
BlackRock, Inc.	N/A	—	2,828,855	-2,828,855	-100%	$72.2M	—	—	—
North Reef Capital Management LP	N/A	—	1,855,507	-1,855,507	-100%	$47.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,646,945	-1,646,945	-100%	$42.0M	—	—	—
State Street Corp	N/A	—	1,263,067	-1,263,067	-100%	$32.2M	—	—	—
American Century Companies Inc	N/A	—	846,437	-846,437	-100%	$21.6M	—	—	—
Two Sigma Investments, LP	N/A	—	700,533	-700,533	-100%	$17.9M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	497,159	-497,159	-100%	$12.7M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	472,648	-472,648	-100%	$12.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	427,065	-427,065	-100%	$10.9M	—	—	—
Maltese Capital Management LLC	N/A	—	420,000	-420,000	-100%	$10.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	343,107	-343,107	-100%	$8.8M	—	—	—
Mendon Capital Advisors Corp	N/A	—	327,504	-327,504	-100%	$8.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	316,910	-316,910	-100%	$8.1M	—	—	—
Northern Trust Corp	N/A	—	303,007	-303,007	-100%	$7.7M	—	—	—
Curi Capital, LLC	N/A	—	300,056	-300,056	-100%	$7.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	264,730	-264,730	-100%	$6.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	241,417	-241,417	-100%	$6.2M	—	—	—
UBS Group AG	N/A	—	206,712	-206,712	-100%	$5.3M	—	—	—
Citadel Advisors LLC	N/A	—	200,151	-200,151	-100%	$5.1M	—	—	—
Peregrine Capital Management LLC	N/A	—	196,208	-196,208	-100%	$5.0M	—	—	—
CSM Advisors, LLC	N/A	—	195,885	-195,885	-100%	$5.0M	—	—	—
Banc Funds Co LLC	N/A	—	174,000	-174,000	-100%	$4.4M	—	—	—
Empowered Funds, LLC	N/A	—	164,730	-164,730	-100%	$4.2M	—	—	—
SEI Investments Co	N/A	—	149,177	-149,177	-100%	$3.8M	—	—	—
AQR Capital Management LLC	N/A	—	142,084	-142,084	-100%	$3.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	116,923	-116,923	-100%	$3.0M	—	—	—
JPMorgan Chase & Co	N/A	—	110,611	-110,611	-100%	$2.8M	—	—	—
Teachers Retirement System of the State of Kentucky	N/A	—	106,224	-106,224	-100%	$2.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	90,139	-90,139	-100%	$2.3M	—	—	—
Quantinno Capital Management LP	N/A	—	89,093	-89,093	-100%	$2.3M	—	—	—
Nuveen, LLC	N/A	—	81,329	-81,329	-100%	$2.1M	—	—	—
Marshall Wace, LLP	N/A	—	78,614	-78,614	-100%	$2.0M	—	—	—
Bank of America Corp	N/A	—	66,669	-66,669	-100%	$1.7M	—	—	—
Swiss National Bank	N/A	—	65,437	-65,437	-100%	$1.7M	—	—	—
UBS Asset Management Americas LLC	N/A	—	57,213	-57,213	-100%	$1.5M	—	—	—
Invesco Ltd.	N/A	—	55,787	-55,787	-100%	$1.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	50,603	-50,603	-100%	$1.3M	—	—	—
Legato Capital Management LLC	N/A	—	50,251	-50,251	-100%	$1.3M	—	—	—
Morgan Stanley	N/A	—	47,976	-47,976	-100%	$1.2M	—	—	—
Kennedy Capital Management LLC	N/A	—	44,861	-44,861	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	43,705	-43,705	-100%	$1.1M	—	—	—
Rhumbline Advisers	N/A	—	42,981	-42,981	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	41,000	-41,000	-100%	$1.0M	—	—	—
Man Group plc	N/A	—	38,931	-38,931	-100%	$993.5K	—	—	—
Legal & General Group Plc	N/A	—	38,386	-38,386	-100%	$974.6K	—	—	—
Alliancebernstein L.P.	N/A	—	35,790	-35,790	-100%	$788.8K	—	—	—
California State Teachers Retirement System	N/A	—	33,572	-33,572	-100%	$856.8K	—	—	—
Wells Fargo & Company	N/A	—	28,892	-28,892	-100%	$737.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	28,508	-28,508	-100%	$728.0K	—	—	—
Trexquant Investment LP	N/A	—	28,155	-28,155	-100%	$718.5K	—	—	—
Atom Investors LP	N/A	—	25,316	-25,316	-100%	$646.1K	—	—	—
Squarepoint Ops LLC	N/A	—	24,788	-24,788	-100%	$632.6K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	23,569	-23,569	-100%	$601.5K	—	—	—
EntryPoint Capital, LLC	N/A	—	23,364	-23,364	-100%	$596.2K	—	—	—
Rafferty Asset Management, LLC	N/A	—	21,536	-21,536	-100%	$549.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	19,643	-19,643	-100%	$501.3K	—	—	—
Franklin Resources Inc	N/A	—	18,764	-18,764	-100%	$478.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	18,613	-18,613	-100%	$475.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	16,733	-16,733	-100%	$427.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	15,879	-15,879	-100%	$405.2K	—	—	—
IEQ Capital, LLC	N/A	—	15,432	-15,432	-100%	$393.8K	—	—	—
Canada Pension Plan Investment Board	N/A	—	14,600	-14,600	-100%	$372.6K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	14,054	-14,054	-100%	$358.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,370	-13,370	-100%	$341.2K	—	—	—
Entropy Technologies, LP	N/A	—	12,769	-12,769	-100%	$325.9K	—	—	—
Jump Financial, LLC	N/A	—	12,229	-12,229	-100%	$312.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,123	-12,123	-100%	$309.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	11,594	-11,594	-100%	$295.9K	—	—	—
Mariner, LLC	N/A	—	11,031	-11,031	-100%	$281.5K	—	—	—
New York State Common Retirement Fund	N/A	—	10,618	-10,618	-100%	$271.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	10,274	-10,274	-100%	$262.2K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	9,883	-9,883	-100%	$252.2K	—	—	—
Jupiter Topco LLC	N/A	—	9,737	-9,737	-100%	$248.7K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	9,650	-9,650	-100%	$246.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	9,376	-9,376	-100%	$239.3K	—	—	—
Raymond James Financial Inc	N/A	—	8,955	-8,955	-100%	$228.5K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	8,920	-8,920	-100%	$227.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	8,920	-8,920	-100%	$227.6K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	8,500	-8,500	-100%	$216.9K	—	—	—
Balyasny Asset Management L.P.	N/A	—	8,488	-8,488	-100%	$216.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	8,415	-8,415	-100%	$214.8K	—	—	—
SG Americas Securities, LLC	N/A	—	5,520	-5,520	-100%	$141.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	3,472	-3,472	-100%	$88.6K	—	—	—
FMR LLC	N/A	—	3,262	-3,262	-100%	$83.2K	—	—	—
Canada Life Assurance Co	N/A	—	3,228	-3,228	-100%	$82.0K	—	—	—
Quantbot Technologies LP	N/A	—	3,140	-3,140	-100%	$80.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,105	-3,105	-100%	$79.2K	—	—	—
Royal Bank of Canada	N/A	—	2,046	-2,046	-100%	$52.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,986	-1,986	-100%	$50.7K	—	—	—
Arax Advisory Partners	N/A	—	1,365	-1,365	-100%	$34.8K	—	—	—
Huntington National Bank	N/A	—	254	-254	-100%	$6.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	194	-194	-100%	$5.0K	—	—	—
Optiver Holding B.V.	N/A	—	164	-164	-100%	$4.2K	—	—	—
Rothschild Investment LLC	N/A	—	114	-114	-100%	$2.9K	—	—	—
JPL Wealth Management, LLC	N/A	—	71	-71	-100%	$1.8K	—	—	—
Rialto Wealth Management, LLC	N/A	—	30	-30	-100%	$766	—	—	—
Quarry LP	N/A	—	21	-21	-100%	$536	—	—	—
Jones Financial Companies Lllp	N/A	—	16	-16	-100%	$407	—	—	—

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