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Ameresco Inc (AMRC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,815,018 from 1,601,338
Change+213,680 (+13%)
Value$37.6M (-$6.6M)
Filed 2026-11-04
Royce & Associates LP
INCREASED
Shares1,100,165 from 998,183
Change+101,982 (+10%)
Value$22.8M (-$4.8M)
Filed 2026-11-09
Handelsbanken Fonder AB
INCREASED
Shares1,078,212 from 857,979
Change+220,233 (+26%)
Value$22.3M (-$1.4M)
Filed 2026-11-09
Gagnon Securities LLC
INCREASED
Shares896,427 from 826,562
Change+69,865 (+8%)
Value$18.6M (-$4.2M)
Filed 2026-11-05
Swedbank AB
INCREASED
Shares815,500 from 718,000
Change+97,500 (+14%)
Value$16.9M (-$2.9M)
Filed 2026-10-27
Geode Capital Management, LLC
DECREASED
Shares795,459 from 862,848
Change-67,389 (-8%)
Value$16.5M (-$7.3M)
Filed 2026-11-06
Zweig-DiMenna Associates LLC
NEW
Shares588,250
Change+588,250
Value$12.2M
Filed 2026-11-06
Gagnon Advisors, LLC
UNCHANGED
Shares472,798 from 472,798
Change0 (0%)
Value$9.8M (-$3.3M)
Filed 2026-11-06
Raiffeisen Bank International AG
INCREASED
Shares320,000 from 100,000
Change+220,000 (+220%)
Value$6.7M (+$4.1M)
Filed 2026-10-28
Guinness Asset Management LTD
INCREASED
Shares201,110 from 193,399
Change+7,711 (+4%)
Value$4.2M (-$1.2M)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares192,625 from 175,755
Change+16,870 (+10%)
Value$4.0M (-$861.6K)
Filed 2026-11-06
Candriam S.C.A.
NEW
Shares142,925
Change+142,925
Value$3.0M
Filed 2026-11-03
Bank of New York Mellon Corp
DECREASED
Shares118,572 from 119,878
Change-1,306 (-1%)
Value$2.5M (-$853.0K)
Filed 2026-11-05
Amundi
INCREASED
Shares80,377 from 65,165
Change+15,212 (+23%)
Value$1.7M (-$133.9K)
Filed 2026-11-06
Clean Yield Group
INCREASED
Shares69,364 from 69,317
Change+47 (+0%)
Value$1.4M (-$476.6K)
Filed 2026-10-28
Exchange Traded Concepts, LLC
DECREASED
Shares64,676 from 320,568
Change-255,892 (-80%)
Value$1.3M (-$7.5M)
Filed 2026-10-28
KBC Group NV
DECREASED
Shares54,746 from 111,914
Change-57,168 (-51%)
Value$1.1M (-$2.0M)
Filed 2026-10-22
Storebrand Asset Management AS
DECREASED
Shares50,195 from 52,274
Change-2,079 (-4%)
Value$1.0M (-$403.2K)
Filed 2026-11-10
Barclays PLC
INCREASED
Shares49,552 from 27,582
Change+21,970 (+80%)
Value$1.0M (+$265.0K)
Filed 2026-11-06
Alps Advisors Inc
DECREASED
Shares48,027 from 50,501
Change-2,474 (-5%)
Value$994.6K (-$399.2K)
Filed 2026-11-03
Squarepoint Ops LLC
NEW
Shares47,352
Change+47,352
Value$980.7K
Filed 2026-11-09
Bailard, Inc.
INCREASED
Shares43,849 from 8,800
Change+35,049 (+398%)
Value$908.1K (+$665.2K)
Filed 2026-10-13
Jupiter Asset Management LTD
UNCHANGED
Shares41,183 from 41,183
Change0 (0%)
Value$852.9K (-$283.8K)
Filed 2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares34,614 from 40,568
Change-5,954 (-15%)
Value$716.9K (-$402.8K)
Filed 2026-11-10
Deutsche Bank Ag\
DECREASED
Shares32,232 from 34,856
Change-2,624 (-8%)
Value$667.5K (-$294.5K)
Filed 2026-11-06
Daiwa Securities Group Inc.
NEW
Shares30,200
Change+30,200
Value$625.4K
Filed 2026-10-29
Inspire Investing, LLC
NEW
Shares30,157
Change+30,157
Value$624.6K
Filed 2026-10-22
Eagle Harbor Asset Management Inc
INCREASED
Shares24,831 from 22,433
Change+2,398 (+11%)
Value$514.3K (-$104.9K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares23,731 from 15,214
Change+8,517 (+56%)
Value$491.5K (+$71.6K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares23,343 from 34,720
Change-11,377 (-33%)
Value$483.4K (-$474.8K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
UNCHANGED
Shares22,650 from 22,650
Change0 (0%)
Value$469.1K (-$156.1K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED
Shares20,868 from 20,036
Change+832 (+4%)
Value$438.2K (-$114.8K)
Filed 2026-11-04
Vanguard Capital Wealth Advisors
NEW
Shares18,800
Change+18,800
Value$389.3K
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,738 from 15,196
Change+3,542 (+23%)
Value$105.9K (+$54.1K)
Filed 2026-10-13
Imc-Chicago, LLC
INCREASED
Shares17,124 from 15,048
Change+2,076 (+14%)
Value$354.6K (-$60.7K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,234 from 22,211
Change-6,977 (-31%)
Value$315.0K (-$298.0K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares13,697 from 12,757
Change+940 (+7%)
Value$287.8K (-$39.4K)
Filed 2026-10-13
DekaBank Deutsche Girozentrale
DECREASED
Shares12,109 from 184,935
Change-172,826 (-93%)
Value$250.0K (+$245.3K)
Filed 2026-10-27
Guinness Atkinson Asset Management Inc
INCREASED
Shares11,395 from 11,084
Change+311 (+3%)
Value$236.0K (-$69.9K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares10,174 from 10,686
Change-512 (-5%)
Value$210.7K (-$84.2K)
Filed 2026-11-06
Cetera Trust Company, N.a
UNCHANGED
Shares9,840 from 9,840
Change0 (0%)
Value$203.8K (-$67.8K)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares8,469 from 10,077
Change-1,608 (-16%)
Value$175.4K (-$102.7K)
Filed 2026-11-09
Fulcrum Asset Management LLP
INCREASED
Shares6,672 from 2,104
Change+4,568 (+217%)
Value$140.3K (+$84.4K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares4,345 from 3,177
Change+1,168 (+37%)
Value$90.0K (+$2.3K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,765 from 1,438
Change+327 (+23%)
Value$36.6K (-$3.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares1,675 from 1,687
Change-12 (-1%)
Value$34.7K (-$11.9K)
Filed 2026-11-05
Centerpoint Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$29.0K (-$10.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,263 from 226
Change+1,037 (+459%)
Value$26.2K (+$19.9K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$24.3K (-$8.1K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares881 from 281
Change+600 (+214%)
Value$18.2K (+$10.5K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares639 from 661
Change-22 (-3%)
Value$13.2K (-$5.0K)
Filed 2026-10-22
Nykredit A/S
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$12.6K (-$4.2K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares551 from 177
Change+374 (+211%)
Value$11.4K (+$6.5K)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$11.0K (-$3.7K)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
NEW
Shares422
Change+422
Value$8.7K
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares394 from 393
Change+1 (+0%)
Value$8.2K (-$2.7K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$7.6K (-$2.5K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares242 from 194
Change+48 (+25%)
Value$5.0K (-$343)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares208 from 193
Change+15 (+8%)
Value$4.3K (-$1.0K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.1K (-$1.4K)
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares189
Change+189
Value$3.9K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares168 from 6
Change+162 (+2700%)
Value$3.5K (+$3.3K)
Filed 2026-10-16
Allworth Financial LP
NEW
Shares138
Change+138
Value$3.8K
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$2.4K (-$785)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$1.5K (-$503)
Filed 2026-10-20
SJS Investment Consulting Inc.
NEW
Shares39
Change+39
Value$808
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares34 from 5
Change+29 (+580%)
Value$705 (+$567)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$517
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares23
Change+23
Value$476
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares22
Change+22
Value$455
Filed 2026-11-03
Hughes Financial Services, LLC
NEW
Shares20
Change+20
Value$420
Filed 2026-10-30
True Wealth Design, LLC
NEW
Shares15
Change+15
Value$311
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares14
Change+14
Value$290
Filed 2026-10-30
Essential Partners LLC
NEW
Shares8
Change+8
Value$166
Filed 2026-10-14
MacKenzie Financial Corp
CLOSED
Shares0 from 371,053
Change-371,053 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-02
Hussman Strategic Advisors, Inc.
CLOSED
Shares0 from 105,000
Change-105,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$797.1K)
Filed 2026-10-29
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 20,322
Change-20,322 (-100%)
Value$0 (-$560.9K)
Filed 2026-10-16
Intech Investment Management LLC
CLOSED
Shares0 from 12,341
Change-12,341 (-100%)
Value$0 (-$340.6K)
Filed 2026-11-09
Penn Capital Management Company, LLC
CLOSED
Shares0 from 9,146
Change-9,146 (-100%)
Value$0 (-$252.4K)
Filed 2026-11-04
Arizona State Retirement System
CLOSED
Shares0 from 8,903
Change-8,903 (-100%)
Value$0 (-$245.7K)
Filed 2026-11-03
Northside Capital Management, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 5,240
Change-5,240 (-100%)
Value$0 (-$144.6K)
Filed 2026-11-04
Acadian Asset Management LLC
CLOSED
Shares0 from 1,348
Change-1,348 (-100%)
Value$0 (-$36)
Filed 2026-11-09
State of Wyoming
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$27.5K)
Filed 2026-10-28
Hantz Financial Services, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6)
Filed 2026-11-09
Larson Financial Group LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$580)
Filed 2026-11-05
Covestor Ltd
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 ($0)
Filed 2026-10-30
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$193)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$138)
Filed 2026-10-23
Wellington Management Group LLP
N/A
Shares— from 3,374,767
Change-3,374,767 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,651,574
Change-2,651,574 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 2,030,950
Change-2,030,950 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,601,127
Change-1,601,127 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,487,282
Change-1,487,282 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,430,762
Change-1,430,762 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,258,266
Change-1,258,266 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,025,498
Change-1,025,498 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 914,162
Change-914,162 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 798,121
Change-798,121 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 796,268
Change-796,268 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 749,081
Change-749,081 (-100%)
Value—
UBS Group AG
N/A
Shares— from 726,028
Change-726,028 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 648,022
Change-648,022 (-100%)
Value—
Redwood Grove Capital, LLC
N/A
Shares— from 543,525
Change-543,525 (-100%)
Value—
Bandera Partners LLC
N/A
Shares— from 476,309
Change-476,309 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 418,879
Change-418,879 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 339,000
Change-339,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 318,835
Change-318,835 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 300,100
Change-300,100 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 295,419
Change-295,419 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 293,011
Change-293,011 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 267,385
Change-267,385 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 211,765
Change-211,765 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 205,721
Change-205,721 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 186,919
Change-186,919 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 161,241
Change-161,241 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 142,606
Change-142,606 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 135,058
Change-135,058 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 124,562
Change-124,562 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 122,915
Change-122,915 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 101,358
Change-101,358 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 95,034
Change-95,034 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 94,043
Change-94,043 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 91,224
Change-91,224 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 90,342
Change-90,342 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 76,600
Change-76,600 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 65,648
Change-65,648 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 64,700
Change-64,700 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 63,769
Change-63,769 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 62,709
Change-62,709 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 60,911
Change-60,911 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 54,021
Change-54,021 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 53,616
Change-53,616 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 52,266
Change-52,266 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 48,092
Change-48,092 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 47,464
Change-47,464 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 42,531
Change-42,531 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 42,010
Change-42,010 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 41,568
Change-41,568 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 41,372
Change-41,372 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 40,714
Change-40,714 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 38,680
Change-38,680 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 37,340
Change-37,340 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 36,965
Change-36,965 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 31,823
Change-31,823 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,703
Change-30,703 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 28,341
Change-28,341 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 25,818
Change-25,818 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 25,507
Change-25,507 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 23,622
Change-23,622 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 21,758
Change-21,758 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 19,271
Change-19,271 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,823
Change-17,823 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 15,553
Change-15,553 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 13,752
Change-13,752 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 13,271
Change-13,271 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,737
Change-11,737 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,544
Change-9,544 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,215
Change-8,215 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 992
Change-992 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 900
Change-900 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 504
Change-504 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 349
Change-349 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 270
Change-270 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 176
Change-176 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Quarry LP
N/A
Shares— from 93
Change-93 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,815,0181,601,338+213,680+13%$44.2M$37.6M-$6.6M2026-11-04
Royce & Associates LP
INCREASED1,100,165998,183+101,982+10%$27.5M$22.8M-$4.8M2026-11-09
Handelsbanken Fonder AB
INCREASED1,078,212857,979+220,233+26%$23.7M$22.3M-$1.4M2026-11-09
Gagnon Securities LLC
INCREASED896,427826,562+69,865+8%$22.8M$18.6M-$4.2M2026-11-05
Swedbank AB
INCREASED815,500718,000+97,500+14%$19.8M$16.9M-$2.9M2026-10-27
Geode Capital Management, LLC
DECREASED795,459862,848-67,389-8%$23.8M$16.5M-$7.3M2026-11-06
Zweig-DiMenna Associates LLC
NEW588,250—+588,250——$12.2M—2026-11-06
Gagnon Advisors, LLC
UNCHANGED472,798472,79800%$13.0M$9.8M-$3.3M2026-11-06
Raiffeisen Bank International AG
INCREASED320,000100,000+220,000+220%$2.7M$6.7M+$4.1M2026-10-28
Guinness Asset Management LTD
INCREASED201,110193,399+7,711+4%$5.3M$4.2M-$1.2M2026-11-05
Russell Investments Group, Ltd.
INCREASED192,625175,755+16,870+10%$4.9M$4.0M-$861.6K2026-11-06
Candriam S.C.A.
NEW142,925—+142,925——$3.0M—2026-11-03
Bank of New York Mellon Corp
DECREASED118,572119,878-1,306-1%$3.3M$2.5M-$853.0K2026-11-05
Amundi
INCREASED80,37765,165+15,212+23%$1.8M$1.7M-$133.9K2026-11-06
Clean Yield Group
INCREASED69,36469,317+47+0%$1.9M$1.4M-$476.6K2026-10-28
Exchange Traded Concepts, LLC
DECREASED64,676320,568-255,892-80%$8.8M$1.3M-$7.5M2026-10-28
KBC Group NV
DECREASED54,746111,914-57,168-51%$3.1M$1.1M-$2.0M2026-10-22
Storebrand Asset Management AS
DECREASED50,19552,274-2,079-4%$1.4M$1.0M-$403.2K2026-11-10
Barclays PLC
INCREASED49,55227,582+21,970+80%$761.3K$1.0M+$265.0K2026-11-06
Alps Advisors Inc
DECREASED48,02750,501-2,474-5%$1.4M$994.6K-$399.2K2026-11-03
Squarepoint Ops LLC
NEW47,352—+47,352——$980.7K—2026-11-09
Bailard, Inc.
INCREASED43,8498,800+35,049+398%$242.9K$908.1K+$665.2K2026-10-13
Jupiter Asset Management LTD
UNCHANGED41,18341,18300%$1.1M$852.9K-$283.8K2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED34,61440,568-5,954-15%$1.1M$716.9K-$402.8K2026-11-10
Deutsche Bank Ag\
DECREASED32,23234,856-2,624-8%$962.0K$667.5K-$294.5K2026-11-06
Daiwa Securities Group Inc.
NEW30,200—+30,200——$625.4K—2026-10-29
Inspire Investing, LLC
NEW30,157—+30,157——$624.6K—2026-10-22
Eagle Harbor Asset Management Inc
INCREASED24,83122,433+2,398+11%$619.2K$514.3K-$104.9K2026-10-21
Creative Planning
INCREASED23,73115,214+8,517+56%$419.9K$491.5K+$71.6K2026-11-02
Citigroup Inc
DECREASED23,34334,720-11,377-33%$958.3K$483.4K-$474.8K2026-11-04
Kuhn & Co Investment Counsel
UNCHANGED22,65022,65000%$625.1K$469.1K-$156.1K2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED20,86820,036+832+4%$553.0K$438.2K-$114.8K2026-11-04
Vanguard Capital Wealth Advisors
NEW18,800—+18,800——$389.3K—2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED18,73815,196+3,542+23%$51.8K$105.9K+$54.1K2026-10-13
Imc-Chicago, LLC
INCREASED17,12415,048+2,076+14%$415.3K$354.6K-$60.7K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED15,23422,211-6,977-31%$613.0K$315.0K-$298.0K2026-11-02
NorthCrest Asset Manangement, LLC
INCREASED13,69712,757+940+7%$327.2K$287.8K-$39.4K2026-10-13
DekaBank Deutsche Girozentrale
DECREASED12,109184,935-172,826-93%$4.7K$250.0K+$245.3K2026-10-27
Guinness Atkinson Asset Management Inc
INCREASED11,39511,084+311+3%$305.9K$236.0K-$69.9K2026-11-05
LPL Financial LLC
DECREASED10,17410,686-512-5%$294.9K$210.7K-$84.2K2026-11-06
Cetera Trust Company, N.a
UNCHANGED9,8409,84000%$271.6K$203.8K-$67.8K2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED8,46910,077-1,608-16%$278.1K$175.4K-$102.7K2026-11-09
Fulcrum Asset Management LLP
INCREASED6,6722,104+4,568+217%$55.9K$140.3K+$84.4K2026-11-04
US Bancorp \de\
INCREASED4,3453,177+1,168+37%$87.7K$90.0K+$2.3K2026-11-05
Gamma Investing LLC
INCREASED1,7651,438+327+23%$39.7K$36.6K-$3.1K2026-10-08
Fifth Third Bancorp
DECREASED1,6751,687-12-1%$46.6K$34.7K-$11.9K2026-11-05
Centerpoint Advisors, LLC
UNCHANGED1,4001,40000%$39.0K$29.0K-$10.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED1,263226+1,037+459%$6.2K$26.2K+$19.9K2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED1,1751,17500%$32.4K$24.3K-$8.1K2026-10-20
SBI Securities Co., Ltd.
INCREASED881281+600+214%$7.8K$18.2K+$10.5K2026-10-22
Sterling Capital Management LLC
DECREASED639661-22-3%$18.2K$13.2K-$5.0K2026-10-22
Nykredit A/S
UNCHANGED60660600%$16.7K$12.6K-$4.2K2026-11-06
Fortitude Family Office, LLC
INCREASED551177+374+211%$4.9K$11.4K+$6.5K2026-10-14
Versant Capital Management, Inc
UNCHANGED53153100%$14.7K$11.0K-$3.7K2026-10-02
Caitong International Asset Management Co., Ltd
NEW422—+422——$8.7K—2026-10-29
PNC Financial Services Group, Inc.
INCREASED394393+1+0%$10.8K$8.2K-$2.7K2026-11-06
Trust Co of Vermont
UNCHANGED36536500%$10.1K$7.6K-$2.5K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED242194+48+25%$5.4K$5.0K-$3432026-11-04
Parallel Advisors, LLC
INCREASED208193+15+8%$5.3K$4.3K-$1.0K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED20020000%$5.5K$4.1K-$1.4K2026-11-03
Parkside Financial Bank & Trust
NEW189—+189——$3.9K—2026-10-27
IFP Advisors, Inc
INCREASED1686+162+2700%$166$3.5K+$3.3K2026-10-16
Allworth Financial LP
NEW138—+138——$3.8K—2026-11-06
Signaturefd, LLC
UNCHANGED11411400%$3.1K$2.4K-$7852026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED737300%$2.0K$1.5K-$5032026-10-20
SJS Investment Consulting Inc.
NEW39—+39——$808—2026-10-26
Clearstead Advisors, LLC
INCREASED345+29+580%$138$705+$5672026-11-06
Ascentis Independent Advisors
NEW25—+25——$517—2026-11-03
Root Financial Partners, LLC
NEW23—+23——$476—2026-10-21
Ascentis Wealth Management, LLC
NEW22—+22——$455—2026-11-03
Hughes Financial Services, LLC
NEW20—+20——$420—2026-10-30
True Wealth Design, LLC
NEW15—+15——$311—2026-10-13
Provenance Wealth Advisors, LLC
NEW14—+14——$290—2026-10-30
Essential Partners LLC
NEW8—+8——$166—2026-10-14
MacKenzie Financial Corp
CLOSED0371,053-371,053-100%$10.2M$0-$10.2M2026-11-02
Hussman Strategic Advisors, Inc.
CLOSED0105,000-105,000-100%$2.9M$0-$2.9M2026-11-02
Fideuram Asset Management (Ireland) dac
CLOSED030,000-30,000-100%$797.1K$0-$797.1K2026-10-29
Counterpoint Mutual Funds LLC
CLOSED020,322-20,322-100%$560.9K$0-$560.9K2026-10-16
Intech Investment Management LLC
CLOSED012,341-12,341-100%$340.6K$0-$340.6K2026-11-09
Penn Capital Management Company, LLC
CLOSED09,146-9,146-100%$252.4K$0-$252.4K2026-11-04
Arizona State Retirement System
CLOSED08,903-8,903-100%$245.7K$0-$245.7K2026-11-03
Northside Capital Management, LLC
CLOSED07,500-7,500-100%$207.0K$0-$207.0K2026-10-13
Simplex Trading, LLC
CLOSED05,240-5,240-100%$144.6K$0-$144.6K2026-11-04
Acadian Asset Management LLC
CLOSED01,348-1,348-100%$36$0-$362026-11-09
State of Wyoming
CLOSED0998-998-100%$27.5K$0-$27.5K2026-10-28
Hantz Financial Services, Inc.
CLOSED0200-200-100%$6$0-$62026-11-09
Larson Financial Group LLC
CLOSED021-21-100%$580$0-$5802026-11-05
Covestor Ltd
CLOSED013-13-100%$0$0$02026-10-30
Elevated Capital Advisors, LLC
CLOSED07-7-100%$193$0-$1932026-11-04
Stone House Investment Management, LLC
CLOSED05-5-100%$138$0-$1382026-10-23
Wellington Management Group LLP
N/A—3,374,767-3,374,767-100%$93.1M———
BlackRock, Inc.
N/A—2,651,574-2,651,574-100%$73.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—2,030,950-2,030,950-100%$56.1M———
State Street Corp
N/A—1,601,127-1,601,127-100%$44.2M———
Millennium Management LLC
N/A—1,487,282-1,487,282-100%$41.0M———
Vanguard Capital Management LLC
N/A—1,430,762-1,430,762-100%$39.5M———
D. E. Shaw & Co., Inc.
N/A—1,258,266-1,258,266-100%$34.7M———
DnB Asset Management AS
N/A—1,025,498-1,025,498-100%$28.3M———
Vanguard Portfolio Management LLC
N/A—914,162-914,162-100%$25.2M———
American Century Companies Inc
N/A—798,121-798,121-100%$22.0M———
Legal & General Group Plc
N/A—796,268-796,268-100%$22.0M———
First Eagle Investment Management, LLC
N/A—749,081-749,081-100%$20.7M———
UBS Group AG
N/A—726,028-726,028-100%$20.0M———
Morgan Stanley
N/A—648,022-648,022-100%$17.9M———
Redwood Grove Capital, LLC
N/A—543,525-543,525-100%$15.0M———
Bandera Partners LLC
N/A—476,309-476,309-100%$12.1M———
Royal Bank of Canada
N/A—418,879-418,879-100%$11.6M———
JCP Investment Management, LLCA
N/A—339,000-339,000-100%$9.4M———
Invesco Ltd.
N/A—318,835-318,835-100%$8.8M———
First Trust Advisors LP
N/A—300,100-300,100-100%$8.3M———
Silvercrest Asset Management Group LLC
N/A—295,419-295,419-100%$8.2M———
Northern Trust Corp
N/A—293,011-293,011-100%$8.1M———
Charles Schwab Investment Management Inc
N/A—267,385-267,385-100%$7.4M———
Rock Point Advisors, LLC
N/A—211,765-211,765-100%$5.8M———
Vanguard Fiduciary Trust Co
N/A—205,721-205,721-100%$5.7M———
Susquehanna International Group, LLP
N/A—186,919-186,919-100%$5.2M———
Bridgeway Capital Management, LLC
N/A—161,241-161,241-100%$4.5M———
Tudor Investment Corp ET AL
N/A—142,606-142,606-100%$3.9M———
Segall Bryant & Hamill, LLC
N/A—135,058-135,058-100%$3.7M———
Goldman Sachs Group Inc
N/A—124,562-124,562-100%$3.4M———
Baird Financial Group, Inc.
N/A—122,915-122,915-100%$3.4M———
BNP Paribas Financial Markets
N/A—101,358-101,358-100%$2.8M———
Bank of America Corp
N/A—95,034-95,034-100%$2.6M———
Nuveen, LLC
N/A—94,043-94,043-100%$2.6M———
Erste Asset Management GmbH
N/A—91,224-91,224-100%$2.4M———
Connors Investor Services Inc
N/A—90,342-90,342-100%$2.5M———
Franklin Resources Inc
N/A—76,600-76,600-100%$2.1M———
Citadel Advisors LLC
N/A—65,648-65,648-100%$1.8M———
Swiss National Bank
N/A—64,700-64,700-100%$1.8M———
Empowered Funds, LLC
N/A—63,769-63,769-100%$1.8M———
Capital Fund Management S.A.
N/A—62,709-62,709-100%$1.7M———
Wells Fargo & Company
N/A—60,911-60,911-100%$1.7M———
Qube Research & Technologies Ltd
N/A—54,021-54,021-100%$1.5M———
State of Wisconsin Investment Board
N/A—53,616-53,616-100%$1.5M———
Trexquant Investment LP
N/A—52,266-52,266-100%$1.4M———
Price T Rowe Associates Inc
N/A—48,092-48,092-100%$1.3M———
Rhumbline Advisers
N/A—47,464-47,464-100%$1.3M———
UBS Asset Management Americas LLC
N/A—42,531-42,531-100%$1.2M———
Algert Global LLC
N/A—42,010-42,010-100%$1.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—41,568-41,568-100%$1.1M———
Ironwood Investment Management LLC
N/A—41,372-41,372-100%$1.1M———
Engineers Gate Manager LP
N/A—40,714-40,714-100%$1.1M———
Panagora Asset Management Inc
N/A—38,680-38,680-100%$1.1M———
Alliancebernstein L.P.
N/A—37,340-37,340-100%$952.2K———
California State Teachers Retirement System
N/A—36,965-36,965-100%$1.0M———
Dark Forest Capital Management LP
N/A—31,823-31,823-100%$878.3K———
JPMorgan Chase & Co
N/A—30,703-30,703-100%$815.8K———
Fuller & Thaler Asset Management, Inc.
N/A—28,341-28,341-100%$782.2K———
CoreCommodity Management, LLC
N/A—25,818-25,818-100%$712.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—25,507-25,507-100%$704.0K———
Vanguard Asset Management, Ltd
N/A—25,180-25,180-100%$695.0K———
Hartree Partners, LP
N/A—25,000-25,000-100%$690.0K———
Granahan Investment Management, LLC
N/A—23,622-23,622-100%$652.0K———
SG Americas Securities, LLC
N/A—23,359-23,359-100%$645.0K———
Aquatic Capital Management LLC
N/A—21,758-21,758-100%$600.5K———
MetLife Investment Management, LLC
N/A—19,271-19,271-100%$531.9K———
Quantinno Capital Management LP
N/A—17,823-17,823-100%$491.9K———
HSBC Holdings PLC
N/A—17,036-17,036-100%$467.4K———
Jupiter Topco LLC
N/A—15,553-15,553-100%$429.1K———
Manufacturers Life Insurance Company, the
N/A—14,292-14,292-100%$394.5K———
Captrust Financial Advisors
N/A—13,875-13,875-100%$383.0K———
EntryPoint Capital, LLC
N/A—13,752-13,752-100%$379.6K———
New York State Common Retirement Fund
N/A—13,271-13,271-100%$366.3K———
Gallagher Fiduciary Advisors, LLC
N/A—12,912-12,912-100%$356.4K———
Vanguard Global Advisers, LLC
N/A—12,277-12,277-100%$338.8K———
AQR Capital Management LLC
N/A—11,737-11,737-100%$323.9K———
Janney Montgomery Scott LLC
N/A—9,682-9,682-100%$267.0K———
Stifel Financial Corp
N/A—9,544-9,544-100%$263.4K———
Winton Group Ltd
N/A—9,439-9,439-100%$260.5K———
State Board of Administration of Florida Retirement System
N/A—9,185-9,185-100%$253.5K———
FMR LLC
N/A—9,011-9,011-100%$248.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,804-8,804-100%$243.0K———
Mercer Global Advisors Inc
N/A—8,215-8,215-100%$226.7K———
XTX Topco Ltd
N/A—8,081-8,081-100%$223.0K———
Vanguard Investments Australia, Ltd.
N/A—7,392-7,392-100%$204.0K———
KLP Kapitalforvaltning AS
N/A—7,000-7,000-100%$193.2K———
Freestone Grove Partners LP
N/A—6,623-6,623-100%$182.8K———
Public Employees Retirement Association of Colorado
N/A—4,854-4,854-100%$134.0K———
Ameritas Investment Partners, Inc.
N/A—2,977-2,977-100%$82.2K———
Canada Life Assurance Co
N/A—2,902-2,902-100%$80.0K———
Ensign Peak Advisors, Inc
N/A—2,679-2,679-100%$73.9K———
Group One Trading LLC
N/A—2,180-2,180-100%$60.2K———
Quantbot Technologies LP
N/A—1,618-1,618-100%$44.7K———
Tower Research Capital LLC (TRC)
N/A—992-992-100%$27.4K———
Federation des caisses Desjardins du Quebec
N/A—900-900-100%$24.8K———
Osaic Holdings, Inc.
N/A—695-695-100%$19.2K———
BNP Paribas Asset Management Holding S.A.
N/A—530-530-100%$14.6K———
Public Employees Retirement System of Ohio
N/A—504-504-100%$13.9K———
Strategic Wealth Partners, Ltd.
N/A—499-499-100%$13.8K———
Arax Advisory Partners
N/A—349-349-100%$9.6K———
Smartleaf Asset Management LLC
N/A—324-324-100%$8.6K———
Jones Financial Companies Lllp
N/A—270-270-100%$7.2K———
LOS Angeles Capital Management LLC
N/A—181-181-100%$5.0K———
National Bank of Canada
N/A—176-176-100%$4.8K———
Rothschild Investment LLC
N/A—95-95-100%$2.6K———
Quarry LP
N/A—93-93-100%$2.6K———
Fiduciary Financial Advisors
N/A—50-50-100%$1.4K———
Steward Partners Investment Advisory, LLC
N/A—48-48-100%$1.3K———
Kilter Group LLC
N/A—37-37-100%$1.0K———
Swan Capital LLC
N/A—35-35-100%$966———
C M Bidwell & Associates LTD
N/A—17-17-100%$469———
Showing 201 of 201 institutions