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American Battery Technology (ABAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares3,372,086 from 3,407,306
Change-35,220 (-1%)
Value$7.5M (-$2.2M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,776,232 from 1,561,466
Change+214,766 (+14%)
Value$3.9M (-$491.8K)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares623,547 from 607,727
Change+15,820 (+3%)
Value$1.4M (-$341.8K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares327,993 from 312,680
Change+15,313 (+5%)
Value$724.9K (-$160.0K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares176,437 from 20,641
Change+155,796 (+755%)
Value$389.9K (+$331.5K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares114,285 from 130,808
Change-16,523 (-13%)
Value$252.6K (-$117.6K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares88,139 from 95,377
Change-7,238 (-8%)
Value$194.8K (-$75.1K)
Filed 2026-11-06
Imc-Chicago, LLC
DECREASED
Shares87,453 from 152,686
Change-65,233 (-43%)
Value$193.3K (-$238.8K)
Filed 2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED
Shares66,000 from 39,500
Change+26,500 (+67%)
Value$145.9K (+$34.1K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares53,172 from 50,834
Change+2,338 (+5%)
Value$117.5K (-$26.3K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares47,339 from 66,594
Change-19,255 (-29%)
Value$104.6K (-$83.8K)
Filed 2026-11-04
Oasis Advisors, LLC
UNCHANGED
Shares40,001 from 40,001
Change0 (0%)
Value$88.4K (-$24.8K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares33,501 from 33,501
Change0 (0%)
Value$74.0K (-$20.8K)
Filed 2026-10-27
Quantify Chaos Advisors, LLC
DECREASED
Shares33,446 from 33,781
Change-335 (-1%)
Value$73.9K (-$21.7K)
Filed 2026-11-04
GK Wealth Management LLC
INCREASED
Shares33,211 from 30,059
Change+3,152 (+10%)
Value$73.4K (-$11.7K)
Filed 2026-10-09
Creative Planning
DECREASED
Shares31,604 from 39,273
Change-7,669 (-20%)
Value$69.8K (-$41.3K)
Filed 2026-11-02
First National Trust Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$66.3K (-$18.6K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares27,358 from 27,311
Change+47 (+0%)
Value$60.5K (-$16.8K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares19,683 from 19,685
Change-2 (0%)
Value$43.5K (-$12.2K)
Filed 2026-11-05
Thrivent Financial for Lutherans
UNCHANGED
Shares19,554 from 19,554
Change0 (0%)
Value$45 (-$55.0K)
Filed 2026-11-05
Abel Hall, LLC
NEW
Shares17,027
Change+17,027
Value$37.6K
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares16,835 from 16,952
Change-117 (-1%)
Value$37.2K (-$10.8K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares15,931 from 15,837
Change+94 (+1%)
Value$35.2K (-$9.6K)
Filed 2026-10-23
Principal Financial Group Inc
NEW
Shares15,806
Change+15,806
Value$34.9K
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares14,621 from 14,746
Change-125 (-1%)
Value$32.3K (-$9.4K)
Filed 2026-10-30
Focus Financial Network, Inc.
UNCHANGED
Shares12,689 from 12,689
Change0 (0%)
Value$28.0K (-$7.9K)
Filed 2026-10-14
Xponance LLC
DECREASED
Shares12,114 from 12,328
Change-214 (-2%)
Value$26.8K (-$8.1K)
Filed 2026-11-03
Abound Wealth Management
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$22.1K (-$6.2K)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED
Shares5,585 from 13,242
Change-7,657 (-58%)
Value$12.3K (-$25.1K)
Filed 2026-10-29
Sterling Capital Management LLC
INCREASED
Shares4,246 from 455
Change+3,791 (+833%)
Value$9.4K (+$8.1K)
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares4,228 from 4,228
Change0 (0%)
Value$9.3K (-$2.6K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$7.4K (-$2.1K)
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares3,150 from 1,500
Change+1,650 (+110%)
Value$4.9K (+$669)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares2,250
Change+2,250
Value$5.0K
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares1,378 from 653
Change+725 (+111%)
Value$3.0K (+$1.2K)
Filed 2026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,264 from 1,264
Change0 (0%)
Value$2.8K (-$784)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares1,103 from 1,114
Change-11 (-1%)
Value$2.4K (-$715)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares1,001 from 171
Change+830 (+485%)
Value$2.8K (+$2.3K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$1.9K (-$542)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares645
Change+645
Value$1.4K
Filed 2026-10-27
Valley National Advisers Inc
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$909 (-$255)
Filed 2026-10-23
Mather Group, Llc.
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$1.1K (-$297)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares400
Change+400
Value$884
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$884 (-$248)
Filed 2026-10-05
PNC Financial Services Group, Inc.
INCREASED
Shares301 from 74
Change+227 (+307%)
Value$665 (+$456)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares288 from 205
Change+83 (+40%)
Value$637 (+$57)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$392 (-$326)
Filed 2026-10-26
Rossby Financial, LCC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$387 (-$108)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares134
Change+134
Value$296
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$264 (-$55)
Filed 2026-10-16
Fifth Third Bancorp
NEW
Shares106
Change+106
Value$234
Filed 2026-11-05
Activest Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$221 (-$62)
Filed 2026-10-15
Kingdom Financial Group Llc.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$217 (-$60)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$44 (-$13)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares19
Change+19
Value$42
Filed 2026-11-05
Monetary Solutions, Ltd
NEW
Shares14
Change+14
Value$31
Filed 2026-10-22
SJS Investment Consulting Inc.
DECREASED
Shares2 from 482
Change-480 (-100%)
Value$5 (-$1.4K)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares1
Change+1
Value$2
Filed 2026-11-06
Inspire Investing, LLC
CLOSED
Shares0 from 242,418
Change-242,418 (-100%)
Value$0 (-$686.0K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 87,948
Change-87,948 (-100%)
Value$0 (-$248.9K)
Filed 2026-11-03
T3 Companies, LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$42.5K)
Filed 2026-10-22
Csenge Advisory Group
CLOSED
Shares0 from 13,747
Change-13,747 (-100%)
Value$0 (-$38.9K)
Filed 2026-11-04
R Squared Ltd
CLOSED
Shares0 from 12,061
Change-12,061 (-100%)
Value$0 (-$34.1K)
Filed 2026-11-06
Global X Japan Co., Ltd.
CLOSED
Shares0 from 4,133
Change-4,133 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-15
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-23
Toth Financial Advisory Corp
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$906)
Filed 2026-10-08
Robinswood Financial LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$283)
Filed 2026-10-20
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$249)
Filed 2026-10-20
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$142)
Filed 2026-10-15
Clearstead Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$15)
Filed 2026-11-06
State Street Corp
N/A
Shares— from 10,588,130
Change-10,588,130 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,552,173
Change-10,552,173 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,764,052
Change-5,764,052 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,967,892
Change-3,967,892 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,298,926
Change-1,298,926 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,290,063
Change-1,290,063 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,118,839
Change-1,118,839 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,099,869
Change-1,099,869 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,059,917
Change-1,059,917 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,020,429
Change-1,020,429 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 959,233
Change-959,233 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 708,255
Change-708,255 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 398,382
Change-398,382 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 394,685
Change-394,685 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 381,254
Change-381,254 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 317,774
Change-317,774 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 312,430
Change-312,430 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 194,239
Change-194,239 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 176,738
Change-176,738 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 148,524
Change-148,524 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 146,114
Change-146,114 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 124,920
Change-124,920 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 121,020
Change-121,020 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 107,917
Change-107,917 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 101,921
Change-101,921 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 91,261
Change-91,261 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 88,897
Change-88,897 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 83,636
Change-83,636 (-100%)
Value—
Man Group plc
N/A
Shares— from 81,570
Change-81,570 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 78,326
Change-78,326 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 78,310
Change-78,310 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 77,857
Change-77,857 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 73,559
Change-73,559 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 73,200
Change-73,200 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 70,221
Change-70,221 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 69,750
Change-69,750 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 67,830
Change-67,830 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 66,168
Change-66,168 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 61,019
Change-61,019 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 53,888
Change-53,888 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 52,345
Change-52,345 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 41,445
Change-41,445 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 41,197
Change-41,197 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,747
Change-37,747 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 37,629
Change-37,629 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 37,114
Change-37,114 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 35,509
Change-35,509 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 34,691
Change-34,691 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 33,857
Change-33,857 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 33,243
Change-33,243 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 32,455
Change-32,455 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 30,159
Change-30,159 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 29,967
Change-29,967 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 28,100
Change-28,100 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 26,033
Change-26,033 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 25,243
Change-25,243 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 23,501
Change-23,501 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,901
Change-20,901 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 20,790
Change-20,790 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 18,384
Change-18,384 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,673
Change-17,673 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 17,568
Change-17,568 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,172
Change-14,172 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,262
Change-10,262 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,193
Change-10,193 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,346
Change-7,346 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,995
Change-5,995 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 556
Change-556 (-100%)
Value—
Quarry LP
N/A
Shares— from 530
Change-530 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 463
Change-463 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 141
Change-141 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 102
Change-102 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 94
Change-94 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 67
Change-67 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 50
Change-50 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED3,372,0863,407,306-35,220-1%$9.6M$7.5M-$2.2M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,776,2321,561,466+214,766+14%$4.4M$3.9M-$491.8K2026-11-04
Alps Advisors Inc
INCREASED623,547607,727+15,820+3%$1.7M$1.4M-$341.8K2026-11-03
Bank of New York Mellon Corp
INCREASED327,993312,680+15,313+5%$884.9K$724.9K-$160.0K2026-11-05
Barclays PLC
INCREASED176,43720,641+155,796+755%$58.4K$389.9K+$331.5K2026-11-06
Deutsche Bank Ag\
DECREASED114,285130,808-16,523-13%$370.2K$252.6K-$117.6K2026-11-06
LPL Financial LLC
DECREASED88,13995,377-7,238-8%$269.9K$194.8K-$75.1K2026-11-06
Imc-Chicago, LLC
DECREASED87,453152,686-65,233-43%$432.1K$193.3K-$238.8K2026-11-05
J. Derek Lewis & Associates Inc.
INCREASED66,00039,500+26,500+67%$111.8K$145.9K+$34.1K2026-11-03
Russell Investments Group, Ltd.
INCREASED53,17250,834+2,338+5%$143.9K$117.5K-$26.3K2026-11-06
Citigroup Inc
DECREASED47,33966,594-19,255-29%$188.5K$104.6K-$83.8K2026-11-04
Oasis Advisors, LLC
UNCHANGED40,00140,00100%$113.2K$88.4K-$24.8K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED33,50133,50100%$94.8K$74.0K-$20.8K2026-10-27
Quantify Chaos Advisors, LLC
DECREASED33,44633,781-335-1%$95.6K$73.9K-$21.7K2026-11-04
GK Wealth Management LLC
INCREASED33,21130,059+3,152+10%$85.1K$73.4K-$11.7K2026-10-09
Creative Planning
DECREASED31,60439,273-7,669-20%$111.1K$69.8K-$41.3K2026-11-02
First National Trust Co
UNCHANGED30,00030,00000%$84.9K$66.3K-$18.6K2026-10-28
Commonwealth Equity Services, LLC
INCREASED27,35827,311+47+0%$77.3K$60.5K-$16.8K2026-11-02
Meridian Wealth Management, LLC
DECREASED19,68319,685-20%$55.7K$43.5K-$12.2K2026-11-05
Thrivent Financial for Lutherans
UNCHANGED19,55419,55400%$55.0K$45-$55.0K2026-11-05
Abel Hall, LLC
NEW17,027—+17,027——$37.6K—2026-10-19
ProShare Advisors LLC
DECREASED16,83516,952-117-1%$48.0K$37.2K-$10.8K2026-10-29
Apollon Wealth Management, LLC
INCREASED15,93115,837+94+1%$44.8K$35.2K-$9.6K2026-10-23
Principal Financial Group Inc
NEW15,806—+15,806——$34.9K—2026-11-02
Truist Financial Corp
DECREASED14,62114,746-125-1%$41.7K$32.3K-$9.4K2026-10-30
Focus Financial Network, Inc.
UNCHANGED12,68912,68900%$35.9K$28.0K-$7.9K2026-10-14
Xponance LLC
DECREASED12,11412,328-214-2%$34.9K$26.8K-$8.1K2026-11-03
Abound Wealth Management
UNCHANGED10,00010,00000%$28.3K$22.1K-$6.2K2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED5,58513,242-7,657-58%$37.5K$12.3K-$25.1K2026-10-29
Sterling Capital Management LLC
INCREASED4,246455+3,791+833%$1.3K$9.4K+$8.1K2026-10-22
Parallel Advisors, LLC
UNCHANGED4,2284,22800%$12.0K$9.3K-$2.6K2026-11-03
US Bancorp \de\
UNCHANGED3,3453,34500%$9.5K$7.4K-$2.1K2026-11-05
Hughes Financial Services, LLC
INCREASED3,1501,500+1,650+110%$4.2K$4.9K+$6692026-10-30
Elyxium Wealth, LLC
NEW2,250—+2,250——$5.0K—2026-10-27
Gamma Investing LLC
INCREASED1,378653+725+111%$1.8K$3.0K+$1.2K2026-10-08
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,2641,26400%$3.6K$2.8K-$7842026-10-28
Farther Finance Advisors, LLC
DECREASED1,1031,114-11-1%$3.2K$2.4K-$7152026-10-08
Allworth Financial LP
INCREASED1,001171+830+485%$484$2.8K+$2.3K2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED87587500%$2.5K$1.9K-$5422026-11-04
Parkside Financial Bank & Trust
NEW645—+645——$1.4K—2026-10-27
Valley National Advisers Inc
UNCHANGED56156100%$1.2K$909-$2552026-10-23
Mather Group, Llc.
UNCHANGED47847800%$1.4K$1.1K-$2972026-10-14
IFP Advisors, Inc
NEW400—+400——$884—2026-10-16
MassMutual Private Wealth & Trust, FSB
UNCHANGED40040000%$1.1K$884-$2482026-10-05
PNC Financial Services Group, Inc.
INCREASED30174+227+307%$209$665+$4562026-11-06
EverSource Wealth Advisors, LLC
INCREASED288205+83+40%$580$637+$572026-11-04
RMG Wealth Management LLC
UNCHANGED28528500%$718$392-$3262026-10-26
Rossby Financial, LCC
UNCHANGED17517500%$495$387-$1082026-11-05
Blue Trust, Inc.
NEW134—+134——$296—2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED11611600%$319$264-$552026-10-16
Fifth Third Bancorp
NEW106—+106——$234—2026-11-05
Activest Wealth Management
UNCHANGED10010000%$283$221-$622026-10-15
Kingdom Financial Group Llc.
UNCHANGED989800%$277$217-$602026-11-04
Essential Investment Partners LLC
UNCHANGED202000%$57$44-$132026-10-27
Silver Grove Financial Group, Inc.
NEW19—+19——$42—2026-11-05
Monetary Solutions, Ltd
NEW14—+14——$31—2026-10-22
SJS Investment Consulting Inc.
DECREASED2482-480-100%$1.4K$5-$1.4K2026-10-26
Rothwell Investment Advisors, LLC
NEW1—+1——$2—2026-11-06
Inspire Investing, LLC
CLOSED0242,418-242,418-100%$686.0K$0-$686.0K2026-10-22
Mirae Asset Global Investments Co., Ltd.
CLOSED087,948-87,948-100%$248.9K$0-$248.9K2026-11-03
T3 Companies, LLC
CLOSED015,000-15,000-100%$42.5K$0-$42.5K2026-10-22
Csenge Advisory Group
CLOSED013,747-13,747-100%$38.9K$0-$38.9K2026-11-04
R Squared Ltd
CLOSED012,061-12,061-100%$34.1K$0-$34.1K2026-11-06
Global X Japan Co., Ltd.
CLOSED04,133-4,133-100%$11.7K$0-$11.7K2026-10-21
AdvisorNet Financial, Inc
CLOSED04,000-4,000-100%$11.3K$0-$11.3K2026-10-15
Tradewinds Capital Management, LLC
CLOSED01,000-1,000-100%$2.8K$0-$2.8K2026-10-23
Toth Financial Advisory Corp
CLOSED0320-320-100%$906$0-$9062026-10-08
Robinswood Financial LLC
CLOSED0100-100-100%$283$0-$2832026-10-20
Nisa Investment Advisors, LLC
CLOSED088-88-100%$249$0-$2492026-10-20
GHP Investment Advisors, Inc.
CLOSED050-50-100%$142$0-$1422026-10-15
Clearstead Advisors, LLC
CLOSED05-5-100%$15$0-$152026-11-06
State Street Corp
N/A—10,588,130-10,588,130-100%$30.0M———
BlackRock, Inc.
N/A—10,552,173-10,552,173-100%$29.9M———
Vanguard Capital Management LLC
N/A—5,764,052-5,764,052-100%$16.3M———
Millennium Management LLC
N/A—3,967,892-3,967,892-100%$11.2M———
Northern Trust Corp
N/A—1,298,926-1,298,926-100%$3.7M———
Morgan Stanley
N/A—1,290,063-1,290,063-100%$3.7M———
Citadel Advisors LLC
N/A—1,118,839-1,118,839-100%$3.2M———
UBS Group AG
N/A—1,099,869-1,099,869-100%$3.1M———
Vanguard Portfolio Management LLC
N/A—1,059,917-1,059,917-100%$3.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,020,429-1,020,429-100%$2.9M———
Vanguard Fiduciary Trust Co
N/A—959,233-959,233-100%$2.7M———
Susquehanna International Group, LLP
N/A—708,255-708,255-100%$2.0M———
Charles Schwab Investment Management Inc
N/A—398,382-398,382-100%$1.1M———
Goldman Sachs Group Inc
N/A—394,685-394,685-100%$1.1M———
Nuveen, LLC
N/A—381,254-381,254-100%$1.1M———
Point72 Asset Management, L.P.
N/A—317,774-317,774-100%$899.3K———
LOS Angeles Capital Management LLC
N/A—312,430-312,430-100%$884.2K———
Bank of America Corp
N/A—194,239-194,239-100%$549.7K———
Numerai GP LLC
N/A—176,738-176,738-100%$500.2K———
Connective Capital Management, LLC
N/A—148,524-148,524-100%$420.3K———
Rhumbline Advisers
N/A—146,114-146,114-100%$413.5K———
Price T Rowe Associates Inc
N/A—124,920-124,920-100%$354.0K———
Wells Fargo & Company
N/A—121,020-121,020-100%$342.5K———
Engineers Gate Manager LP
N/A—107,917-107,917-100%$305.4K———
Financial Gravity Companies, Inc.
N/A—101,921-101,921-100%$288.4K———
JPMorgan Chase & Co
N/A—91,261-91,261-100%$244.6K———
Two Sigma Investments, LP
N/A—88,897-88,897-100%$251.6K———
Quantbot Technologies LP
N/A—83,636-83,636-100%$236.7K———
Man Group plc
N/A—81,570-81,570-100%$230.8K———
XTX Topco Ltd
N/A—78,326-78,326-100%$221.7K———
MetLife Investment Management, LLC
N/A—78,310-78,310-100%$221.6K———
Vanguard Global Advisers, LLC
N/A—77,857-77,857-100%$220.3K———
Raymond James Financial Inc
N/A—73,559-73,559-100%$208.2K———
Alliancebernstein L.P.
N/A—73,200-73,200-100%$204.2K———
Invesco Ltd.
N/A—70,221-70,221-100%$198.7K———
Group One Trading LLC
N/A—69,750-69,750-100%$197.4K———
Osaic Holdings, Inc.
N/A—67,830-67,830-100%$192.0K———
Focus Partners Wealth
N/A—66,168-66,168-100%$187.3K———
HSBC Holdings PLC
N/A—61,019-61,019-100%$171.7K———
Perennial Investment Advisors, LLC
N/A—53,888-53,888-100%$152.5K———
Cetera Investment Advisers
N/A—52,345-52,345-100%$148.1K———
Dopkins Wealth Management, LLC
N/A—50,000-50,000-100%$141.5K———
Winton Group Ltd
N/A—46,500-46,500-100%$131.6K———
AQR Capital Management LLC
N/A—41,445-41,445-100%$117.3K———
D. E. Shaw & Co., Inc.
N/A—41,197-41,197-100%$116.6K———
Sanctuary Advisors, LLC
N/A—37,747-37,747-100%$106.8K———
Focus Partners Advisor Solutions, LLC
N/A—37,629-37,629-100%$106.5K———
PFG Investments, LLC
N/A—37,114-37,114-100%$105.0K———
Intech Investment Management LLC
N/A—35,509-35,509-100%$100.5K———
BNP Paribas Financial Markets
N/A—34,691-34,691-100%$98.2K———
Manufacturers Life Insurance Company, the
N/A—33,857-33,857-100%$95.8K———
Balyasny Asset Management L.P.
N/A—33,243-33,243-100%$94.1K———
Police & Firemen's Retirement System of New Jersey
N/A—32,455-32,455-100%$91.8K———
SEI Investments Co
N/A—30,159-30,159-100%$85.4K———
Synergy Investment Management, LLC
N/A—30,000-30,000-100%$84.9K———
Jain Global LLC
N/A—29,967-29,967-100%$84.8K———
New York State Common Retirement Fund
N/A—28,100-28,100-100%$79.5K———
NewEdge Advisors, LLC
N/A—26,033-26,033-100%$73.7K———
Voya Investment Management LLC
N/A—25,243-25,243-100%$71.4K———
Royal Bank of Canada
N/A—23,501-23,501-100%$66.0K———
Commerce Bank
N/A—20,901-20,901-100%$59.1K———
Prudential Financial Inc
N/A—20,790-20,790-100%$58.8K———
Genesis Financial Group, LLC
N/A—20,000-20,000-100%$56.6K———
Mercer Global Advisors Inc
N/A—18,720-18,720-100%$53.0K———
Wealthfront Advisers LLC
N/A—18,384-18,384-100%$52.0K———
CIBC Bancorp USA Inc.
N/A—17,673-17,673-100%$50.0K———
Quotient Wealth Partners, LLC
N/A—17,568-17,568-100%$49.7K———
Fortis Capital Advisors, LLC
N/A—15,616-15,616-100%$44.2K———
Belpointe Asset Management LLC
N/A—15,616-15,616-100%$44.2K———
Victory Capital Management Inc
N/A—15,199-15,199-100%$43.0K———
Tower Research Capital LLC (TRC)
N/A—14,172-14,172-100%$40.1K———
Cerity Partners LLC
N/A—13,897-13,897-100%$39.3K———
Revere Asset Management, Inc
N/A—12,649-12,649-100%$35.8K———
NorthRock Partners, LLC
N/A—12,591-12,591-100%$35.6K———
United Capital Financial Advisors, LLC
N/A—12,504-12,504-100%$35.4K———
Private Advisor Group, LLC
N/A—12,431-12,431-100%$35.2K———
Legal & General Group Plc
N/A—11,711-11,711-100%$33.1K———
Jones Financial Companies Lllp
N/A—11,459-11,459-100%$31.2K———
Kingsview Wealth Management, LLC
N/A—11,035-11,035-100%$31.2K———
Pine Valley Investments Ltd Liability Co
N/A—10,754-10,754-100%$30.4K———
OneAscent Wealth Management LLC
N/A—10,447-10,447-100%$29.6K———
Sequoia Financial Advisors, LLC
N/A—10,262-10,262-100%$29.0K———
Ameritas Investment Partners, Inc.
N/A—10,193-10,193-100%$28.8K———
Global Retirement Partners, LLC
N/A—7,500-7,500-100%$21.2K———
FMR LLC
N/A—7,346-7,346-100%$20.8K———
Harbour Investments, Inc.
N/A—5,995-5,995-100%$17.0K———
Geneos Wealth Management Inc.
N/A—3,580-3,580-100%$10.1K———
Strategic Investment Solutions, Inc.
N/A—3,400-3,400-100%$9.6K———
Ankerstar Wealth, LLC
N/A—2,500-2,500-100%$7.1K———
California State Teachers Retirement System
N/A—1,745-1,745-100%$4.9K———
Rockefeller Capital Management L.P.
N/A—1,612-1,612-100%$4.6K———
HHM Wealth Advisors, LLC
N/A—1,400-1,400-100%$4.0K———
Strive Financial Group,LLC
N/A—1,250-1,250-100%$3.5K———
Federation des caisses Desjardins du Quebec
N/A—1,250-1,250-100%$3.5K———
Atlantic Union Bankshares Corp
N/A—1,157-1,157-100%$3.3K———
Hollencrest Capital Management
N/A—1,020-1,020-100%$2.9K———
SHP Wealth Management
N/A—1,000-1,000-100%$2.8K———
UBS Asset Management Americas LLC
N/A—699-699-100%$2.0K———
N.E.W. Advisory Services LLC
N/A—656-656-100%$1.9K———
Steward Partners Investment Advisory, LLC
N/A—567-567-100%$1.6K———
Vanguard Asset Management, Ltd
N/A—556-556-100%$1.6K———
Quarry LP
N/A—530-530-100%$1.5K———
Ancora Advisors LLCA
N/A—463-463-100%$1.3K———
WealthCollab, LLC
N/A—200-200-100%$566———
Capital Analysts, LLC
N/A—200-200-100%$1———
Rialto Wealth Management, LLC
N/A—187-187-100%$530———
Northwestern Mutual Wealth Management Co
N/A—141-141-100%$399———
Continuum Advisory, LLC
N/A—127-127-100%$359———
Arax Advisory Partners
N/A—102-102-100%$289———
Bernard Wealth Management Corp.
N/A—94-94-100%$267———
Morse Asset Management, Inc
N/A—67-67-100%$190———
HM Payson & Co
N/A—50-50-100%$142———
Fiduciary Financial Advisors
N/A—40-40-100%$113———
Keating Financial Advisory Services, Inc.
N/A—25-25-100%$71———
Leo H. Evart, Inc.
N/A—18-18-100%$51———
Danske Bank A/S
N/A—1-1-100%$3———
Showing 187 of 187 institutions