IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

American Bitcoin Corp (ABTC)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Charles Schwab Investment Management Inc
INCREASED
Shares8,804,739 from 124,973
Change+8,679,766 (+6945%)
Value$6.0M (+$5.9M)
Filed 2026-08-14
BlackRock, Inc.
INCREASED
Shares6,178,252 from 3,648,400
Change+2,529,852 (+69%)
Value$4.2M (+$835.4K)
Filed 2026-08-07
Geode Capital Management, LLC
INCREASED
Shares3,195,286 from 1,688,849
Change+1,506,437 (+89%)
Value$2.3M (+$722.4K)
Filed 2026-08-12
Vanguard Capital Management LLC
INCREASED
Shares3,141,311 from 1,488,345
Change+1,652,966 (+111%)
Value$2.1M (+$764.0K)
Filed 2026-08-13
Citadel Advisors LLC
INCREASED
Shares3,119,343 from 1,765,180
Change+1,354,163 (+77%)
Value$2.1M (+$492.9K)
Filed 2026-09-02
Renaissance Technologies LLC
INCREASED
Shares3,061,500 from 1,719,200
Change+1,342,300 (+78%)
Value$2.1M (+$496.0K)
Filed 2026-08-13
KMT Wealth Management, LLC
NEW
Shares2,391,091
Change+2,391,091
Value$1.6M
Filed 2026-08-05
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares2,391,091 from 987,544
Change+1,403,547 (+142%)
Value$1.6M (+$715.7K)
Filed 2026-08-25
Two Sigma Investments, LP
INCREASED
Shares2,189,173 from 601,126
Change+1,588,047 (+264%)
Value$1.5M (+$935.4K)
Filed 2026-08-14
Providence Capital Advisors, LLC
DECREASED
Shares2,095,151 from 2,496,762
Change-401,611 (-16%)
Value$1.4M (-$881.0K)
Filed 2026-08-11
UBS Group AG
INCREASED
Shares2,008,855 from 1,174,009
Change+834,846 (+71%)
Value$1.4M (+$283.2K)
Filed 2026-08-13
Susquehanna International Group, LLP
INCREASED
Shares1,473,212 from 772,725
Change+700,487 (+91%)
Value$1.0M (+$289.1K)
Filed 2026-08-14
Vanguard Fiduciary Trust Co
NEW
Shares1,472,012
Change+1,472,012
Value$1.0M
Filed 2026-08-13
State Street Corp
INCREASED
Shares1,460,336 from 665,636
Change+794,700 (+119%)
Value$994.6K (+$379.3K)
Filed 2026-09-22
PCG Wealth Advisors, LLC
INCREASED
Shares1,222,358 from 686,033
Change+536,325 (+78%)
Value$832.5K (+$198.4K)
Filed 2026-08-03
Mirae Asset Global Etfs Holdings Ltd.
DECREASED
Shares1,156,431 from 1,677,385
Change-520,954 (-31%)
Value$760.9K (-$786.3K)
Filed 2026-08-14
GSA Capital Partners LLP
INCREASED
Shares1,060,573 from 128,269
Change+932,304 (+727%)
Value$722 (+$603)
Filed 2026-08-06
HRT Financial LP
DECREASED
Shares1,017,157 from 3,131,876
Change-2,114,719 (-68%)
Value$692 (-$2.2K)
Filed 2026-08-14
Balyasny Asset Management L.P.
INCREASED
Shares963,067 from 383,959
Change+579,108 (+151%)
Value$655.9K (+$301.0K)
Filed 2026-08-14
PNC Financial Services Group, Inc.
UNCHANGED
Shares874,972 from 874,972
Change0 (0%)
Value$595.9K (-$212.6K)
Filed 2026-08-07
Bitwise Funds Trust
NEW
Shares806,460
Change+806,460
Value$549.3K
Filed 2026-08-11
Northern Trust Corp
INCREASED
Shares610,202 from 298,279
Change+311,923 (+105%)
Value$415.6K (+$139.9K)
Filed 2026-08-13
Raffles Associates LP
DECREASED
Shares480,000 from 555,000
Change-75,000 (-14%)
Value$326.9K (-$186.1K)
Filed 2026-08-17
BFC Planning, Inc.
DECREASED
Shares468,500 from 480,500
Change-12,000 (-2%)
Value$319.1K (-$125.1K)
Filed 2026-10-29
Vident Advisory, LLC
INCREASED
Shares458,757 from 230,456
Change+228,301 (+99%)
Value$312.0K (+$99.9K)
Filed 2026-08-12
Bank of New York Mellon Corp
INCREASED
Shares400,316 from 376,270
Change+24,046 (+6%)
Value$272.7K (-$75.2K)
Filed 2026-08-06
Morgan Stanley
INCREASED
Shares315,857 from 251,328
Change+64,529 (+26%)
Value$215.1K (-$17.2K)
Filed 2026-08-13
Vines Capital Management, LLC
UNCHANGED
Shares310,646 from 310,646
Change0 (0%)
Value$211.6K (-$75.6K)
Filed 2026-08-14
Yu Fan
UNCHANGED
Shares308,076 from 308,076
Change0 (0%)
Value$209.8K (-$75.0K)
Filed 2026-08-14
Vontobel Holding Ltd.
DECREASED
Shares299,080 from 309,454
Change-10,374 (-3%)
Value$203.7K (-$82.4K)
Filed 2026-08-03
Group One Trading LLC
DECREASED
Shares283,237 from 470,229
Change-186,992 (-40%)
Value$192.9K (-$241.8K)
Filed 2026-08-14
Principle Wealth Partners LLC
INCREASED
Shares250,000 from 160,000
Change+90,000 (+56%)
Value$170.3K (+$22.4K)
Filed 2026-08-07
KG Capital Management
DECREASED
Shares206,329 from 236,278
Change-29,949 (-13%)
Value$140.5K (-$77.9K)
Filed 2026-08-07
Invesco Ltd.
INCREASED
Shares197,472 from 149,841
Change+47,631 (+32%)
Value$134.5K (-$4.0K)
Filed 2026-08-14
LPL Financial LLC
INCREASED
Shares191,397 from 142,755
Change+48,642 (+34%)
Value$130.4K (-$1.6K)
Filed 2026-08-07
CI Investments Inc.
NEW
Shares183,911
Change+183,911
Value$125.3K
Filed 2026-08-13
Spartan Wealth Advisory Services LLC
UNCHANGED
Shares173,611 from 173,611
Change0 (0%)
Value$118.2K (-$42.2K)
Filed 2026-08-05
J. Derek Lewis & Associates Inc.
INCREASED
Shares172,000 from 70,000
Change+102,000 (+146%)
Value$117.2K (+$52.4K)
Filed 2026-07-31
Procyon Advisors, LLC
INCREASED
Shares147,000 from 103,500
Change+43,500 (+42%)
Value$100.1K (+$4.4K)
Filed 2026-07-09
Hunter Associates Investment Management LLC
UNCHANGED
Shares127,248 from 127,248
Change0 (0%)
Value$87 (-$30)
Filed 2026-07-23
Vanguard Global Advisers, LLC
NEW
Shares115,904
Change+115,904
Value$78.9K
Filed 2026-08-13
SCS Capital Management LLC
UNCHANGED
Shares112,475 from 112,475
Change0 (0%)
Value$76.6K (-$27.4K)
Filed 2026-08-06
Goldman Sachs Group Inc
DECREASED
Shares111,142 from 526,972
Change-415,830 (-79%)
Value$75.7K (-$411.4K)
Filed 2026-08-14
Global Retirement Partners, LLC
NEW
Shares97,817
Change+97,817
Value$66.6K
Filed 2026-08-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares94,255 from 137,125
Change-42,870 (-31%)
Value$64 (-$63)
Filed 2026-07-30
Imc-Chicago, LLC
DECREASED
Shares73,305 from 160,778
Change-87,473 (-54%)
Value$49.9K (-$98.7K)
Filed 2026-08-06
Point72 Asset Management, L.P.
NEW
Shares73,205
Change+73,205
Value$49.9K
Filed 2026-08-14
Inspire Investing, LLC
NEW
Shares66,732
Change+66,732
Value$45.5K
Filed 2026-08-12
Wealthspire Advisors, LLC
NEW
Shares63,986
Change+63,986
Value$43.6K
Filed 2026-08-11
Millennium Management LLC
INCREASED
Shares52,713 from 20,340
Change+32,373 (+159%)
Value$35.9K (+$17.1K)
Filed 2026-08-14
Commonwealth Equity Services, LLC
INCREASED
Shares52,459 from 50,859
Change+1,600 (+3%)
Value$35.7K (-$11.3K)
Filed 2026-07-29
Genesis Financial Group, LLC
NEW
Shares52,000
Change+52,000
Value$35.4K
Filed 2026-08-14
Integrated Wealth Concepts LLC
INCREASED
Shares49,517 from 34,196
Change+15,321 (+45%)
Value$33.7K (+$2.1K)
Filed 2026-09-09
State of Wyoming
NEW
Shares45,719
Change+45,719
Value$31.1K
Filed 2026-08-06
Kitching Partners, LLC
UNCHANGED
Shares40,816 from 40,816
Change0 (0%)
Value$27.8K (-$9.9K)
Filed 2026-07-30
Maripau Wealth Management LLC
INCREASED
Shares40,586 from 40,573
Change+13 (+0%)
Value$27.6K (-$9.9K)
Filed 2026-08-11
Marathon Trading Investment Management LLC
UNCHANGED
Shares39,200 from 39,200
Change0 (0%)
Value$26.7K (-$9.5K)
Filed 2026-08-12
Barclays PLC
NEW
Shares37,921
Change+37,921
Value$25.8K
Filed 2026-08-14
Victory Capital Management Inc
INCREASED
Shares36,453 from 13,312
Change+23,141 (+174%)
Value$24.8K (+$12.5K)
Filed 2026-08-07
SG Americas Securities, LLC
NEW
Shares35,843
Change+35,843
Value$24
Filed 2026-08-07
Wedbush Securities Inc
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$24 (-$8)
Filed 2026-07-28
Citigroup Inc
INCREASED
Shares33,357 from 32,130
Change+1,227 (+4%)
Value$22.7K (-$7.0K)
Filed 2026-08-03
Joel Isaacson & Co., LLC
UNCHANGED
Shares32,899 from 32,899
Change0 (0%)
Value$22.4K (-$8.0K)
Filed 2026-08-04
R Squared Ltd
INCREASED
Shares32,751 from 25,487
Change+7,264 (+29%)
Value$22.3K (-$1.3K)
Filed 2026-08-05
Creative Planning
DECREASED
Shares32,381 from 33,388
Change-1,007 (-3%)
Value$22.1K (-$8.8K)
Filed 2026-08-13
Winton Group Ltd
INCREASED
Shares30,700 from 13,200
Change+17,500 (+133%)
Value$20.9K (+$8.7K)
Filed 2026-08-07
Strive Financial Group,LLC
NEW
Shares30,487
Change+30,487
Value$20.8K
Filed 2026-08-17
JPMorgan Chase & Co
INCREASED
Shares29,765 from 1
Change+29,764 (+2976400%)
Value$21.3K (+$21.3K)
Filed 2026-08-12
Independent Advisor Alliance
DECREASED
Shares25,000 from 51,700
Change-26,700 (-52%)
Value$17.0K (-$30.8K)
Filed 2026-08-12
Visionary Wealth Advisors
INCREASED
Shares24,005 from 14,005
Change+10,000 (+71%)
Value$16.4K (+$3.4K)
Filed 2026-08-13
Aries Wealth Management
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$13.6K (-$4.9K)
Filed 2026-07-24
TCI Wealth Advisors, Inc.
INCREASED
Shares19,889 from 19,345
Change+544 (+3%)
Value$13.5K (-$4.3K)
Filed 2026-07-29
Second Line Capital, LLC
DECREASED
Shares19,675 from 19,925
Change-250 (-1%)
Value$13.4K (-$9.5K)
Filed 2026-09-02
Aptus Capital Advisors, LLC
UNCHANGED
Shares19,675 from 19,675
Change0 (0%)
Value$201.0K (+$182.8K)
Filed 2026-08-12
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares18,683 from 10,000
Change+8,683 (+87%)
Value$12.7K (+$3.5K)
Filed 2026-07-15
Belpointe Asset Management LLC
INCREASED
Shares18,346 from 17,471
Change+875 (+5%)
Value$12.5K (-$3.7K)
Filed 2026-07-31
Squarepoint Ops LLC
NEW
Shares16,872
Change+16,872
Value$11.5K
Filed 2026-08-14
Beacon Pointe Advisors, LLC
INCREASED
Shares16,369 from 16,216
Change+153 (+1%)
Value$11.1K (-$3.8K)
Filed 2026-08-18
XTX Topco Ltd
DECREASED
Shares16,333 from 30,107
Change-13,774 (-46%)
Value$11.1K (-$16.7K)
Filed 2026-08-14
Wells Fargo & Company
INCREASED
Shares16,132 from 5,101
Change+11,031 (+216%)
Value$11.0K (+$6.3K)
Filed 2026-08-14
Modern Wealth Management, LLC
UNCHANGED
Shares15,219 from 15,219
Change0 (0%)
Value$10.4K (-$3.6K)
Filed 2026-08-14
Tamar Securities, LLC
INCREASED
Shares14,399 from 13,199
Change+1,200 (+9%)
Value$9.8K (-$2.4K)
Filed 2026-08-05
BG Investment Services, LLC
UNCHANGED
Shares14,035 from 14,035
Change0 (0%)
Value$9.6K (-$3.4K)
Filed 2026-08-05
MAI Capital Management
INCREASED
Shares13,500 from 3,153
Change+10,347 (+328%)
Value$9.2K (+$6.3K)
Filed 2026-08-14
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares11,955 from 11,955
Change0 (0%)
Value$8.1K (-$2.9K)
Filed 2026-07-27
Somerset Trust Co
NEW
Shares11,765
Change+11,765
Value$8.0K
Filed 2026-07-06
Osaic Holdings, Inc.
DECREASED
Shares11,431 from 47,732
Change-36,301 (-76%)
Value$7.8K (-$36.3K)
Filed 2026-08-14
Sfmg, LLC
NEW
Shares11,280
Change+11,280
Value$7.7K
Filed 2026-08-13
Quadcap Wealth Management, LLC
UNCHANGED
Shares11,067 from 11,067
Change0 (0%)
Value$7.5K (-$2.7K)
Filed 2026-07-31
NewEdge Advisors, LLC
DECREASED
Shares11,000 from 41,647
Change-30,647 (-74%)
Value$7.5K (-$31.0K)
Filed 2026-08-12
PFG Investments, LLC
DECREASED
Shares10,101 from 12,101
Change-2,000 (-17%)
Value$6.9K (-$4.3K)
Filed 2026-07-23
Apollon Wealth Management, LLC
UNCHANGED
Shares10,001 from 10,001
Change0 (0%)
Value$6.8K (-$2.4K)
Filed 2026-07-23
Verdence Capital Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$6.8K (-$2.4K)
Filed 2026-07-29
Farther Finance Advisors, LLC
INCREASED
Shares8,552 from 7,110
Change+1,442 (+20%)
Value$5.8K (-$703)
Filed 2026-07-17
Royal Bank of Canada
INCREASED
Shares6,476 from 281
Change+6,195 (+2205%)
Value$4.0K (+$4.0K)
Filed 2026-08-14
Golden State Wealth Management, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$4.2K (-$1.5K)
Filed 2026-07-22
Steward Partners Investment Advisory, LLC
INCREASED
Shares4,000 from 2,000
Change+2,000 (+100%)
Value$2.7K (+$875)
Filed 2026-08-13
CoreCap Advisors, LLC
INCREASED
Shares3,462 from 462
Change+3,000 (+649%)
Value$2.4K (+$1.9K)
Filed 2026-07-06
SHP Wealth Management
INCREASED
Shares3,396 from 275
Change+3,121 (+1135%)
Value$2.3K (+$2.1K)
Filed 2026-08-11
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$1.8K (-$647)
Filed 2026-07-27
Tower Research Capital LLC (TRC)
DECREASED
Shares2,164 from 6,945
Change-4,781 (-69%)
Value$1.5K (-$4.9K)
Filed 2026-08-11
Mcguire Capital Advisors Inc
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$1.0K (-$363)
Filed 2026-08-14
Graney & King, LLC
UNCHANGED
Shares1,136 from 1,136
Change0 (0%)
Value$774 (-$276)
Filed 2026-08-07
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$750 (-$267)
Filed 2026-07-08
Bessemer Group Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1 ($0)
Filed 2026-08-12
American Capital Advisory, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$682 (-$243)
Filed 2026-07-28
Pine Valley Investments Ltd Liability Co
NEW
Shares973
Change+973
Value$663
Filed 2026-07-24
Mcdonald Partners LLC
NEW
Shares950
Change+950
Value$647
Filed 2026-07-28
Bernard Wealth Management Corp.
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$494 (-$176)
Filed 2026-08-21
Archer Investment Corp
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$490 (-$176)
Filed 2026-08-19
Dhjj Financial Advisors, Ltd.
NEW
Shares397
Change+397
Value$271
Filed 2026-07-24
FMR LLC
INCREASED
Shares300 from 1
Change+299 (+29900%)
Value$204 (+$203)
Filed 2026-08-13
IFG Advisory, LLC
NEW
Shares200
Change+200
Value$136
Filed 2026-08-14
Cape Investment Advisory, Inc.
NEW
Shares150
Change+150
Value$102
Filed 2026-07-23
Financial Management Professionals, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$68 (-$24)
Filed 2026-07-09
Fiduciary Financial Advisors
NEW
Shares93
Change+93
Value$63
Filed 2026-08-14
Midwest Capital Advisors, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$35 (-$12)
Filed 2026-07-28
Allworth Financial LP
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$3 ($0)
Filed 2026-08-11
Compass Financial Management LLC
NEW
Shares1
Change+1
Value$1
Filed 2026-08-12
Assetmark, Inc
NEW
Shares1
Change+1
Value$0
Filed 2026-07-30
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 240
Change-239 (-100%)
Value$1 (-$221)
Filed 2026-08-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-07-27
Wolff Wiese Magana LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-07-13
BNP Paribas Financial Markets
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-08-13
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$1 ($0)
Filed 2026-08-06
Jane Street Group, LLC
CLOSED
Shares0 from 1,871,780
Change-1,871,780 (-100%)
Value$0 (-$1.7M)
Filed 2026-08-14
Yorkville Advisors Global, LP
CLOSED
Shares0 from 399,600
Change-399,600 (-100%)
Value$0 (-$369.4K)
Filed 2026-08-06
Itau Unibanco Holding S.A.
CLOSED
Shares0 from 220,335
Change-220,335 (-100%)
Value$0 (-$203.7K)
Filed 2026-08-14
Captrust Financial Advisors
CLOSED
Shares0 from 196,419
Change-196,419 (-100%)
Value$0 (-$181.6K)
Filed 2026-08-13
Engineers Gate Manager LP
CLOSED
Shares0 from 117,498
Change-117,498 (-100%)
Value$0 (-$108.6K)
Filed 2026-08-14
Independent Financial Group, LLC
CLOSED
Shares0 from 100,700
Change-100,700 (-100%)
Value$0 (-$93.1K)
Filed 2026-07-15
Bank of America Corp
CLOSED
Shares0 from 85,508
Change-85,508 (-100%)
Value$0 (-$79.0K)
Filed 2026-08-14
Cetera Investment Advisers
CLOSED
Shares0 from 73,887
Change-73,887 (-100%)
Value$0 (-$68.3K)
Filed 2026-08-12
Scientech Research LLC
CLOSED
Shares0 from 53,904
Change-53,904 (-100%)
Value$0 (-$49.8K)
Filed 2026-08-14
HighTower Advisors, LLC
CLOSED
Shares0 from 43,522
Change-43,522 (-100%)
Value$0 (-$40.2K)
Filed 2026-08-26
Handelsbanken Fonder AB
CLOSED
Shares0 from 42,800
Change-42,800 (-100%)
Value$0 (-$40)
Filed 2026-07-10
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$37.0K)
Filed 2026-07-24
Brevan Howard Capital Management LP
CLOSED
Shares0 from 29,818
Change-29,818 (-100%)
Value$0 (-$27.6K)
Filed 2026-08-14
Madden Securities Corp
CLOSED
Shares0 from 29,500
Change-29,500 (-100%)
Value$0 (-$27.3K)
Filed 2026-07-24
Simplex Trading, LLC
CLOSED
Shares0 from 29,433
Change-29,433 (-100%)
Value$0 (-$27.2K)
Filed 2026-08-12
Bogart Wealth, LLC
CLOSED
Shares0 from 22,000
Change-22,000 (-100%)
Value$0 (-$20.3K)
Filed 2026-07-24
Nine Masts Capital Ltd
CLOSED
Shares0 from 20,562
Change-20,562 (-100%)
Value$0 (-$19.0K)
Filed 2026-08-07
Forty-three Eighteen Advisors, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$18.5K)
Filed 2026-07-30
HBK Sorce Advisory LLC
CLOSED
Shares0 from 15,592
Change-15,592 (-100%)
Value$0 (-$18.6K)
Filed 2026-08-06
Deutsche Bank Ag\
CLOSED
Shares0 from 12,968
Change-12,968 (-100%)
Value$0 (-$11.9K)
Filed 2026-08-07
Advisory Services Network, LLC
CLOSED
Shares0 from 12,800
Change-12,800 (-100%)
Value$0 (-$11.8K)
Filed 2026-08-12
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 12,057
Change-12,057 (-100%)
Value$0 (-$11.0K)
Filed 2026-07-15
SBI Securities Co., Ltd.
CLOSED
Shares0 from 11,141
Change-11,141 (-100%)
Value$0 (-$10.3K)
Filed 2026-07-23
Fiduciary Alliance LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$11.0K)
Filed 2026-07-20
Hollencrest Capital Management
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.2K)
Filed 2026-08-13
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.2K)
Filed 2026-07-08
marrick wealth, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$9.2K)
Filed 2026-07-14
Daytona Street Capital LLC
CLOSED
Shares0 from 8,750
Change-8,750 (-100%)
Value$0 (-$620.8K)
Filed 2026-08-03
Creative Capital Management Investments LLC
CLOSED
Shares0 from 2,511
Change-2,511 (-100%)
Value$0 (-$2.3K)
Filed 2026-07-24
US Bancorp \de\
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$2.1K)
Filed 2026-08-12
Legacy Wealth Managment, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$1.6K)
Filed 2026-08-13
Nfsg Corp
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$1.2K)
Filed 2026-08-14
Central Trust Co
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$925)
Filed 2026-07-31
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$467)
Filed 2026-07-22
Trust Co
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$277)
Filed 2026-07-10
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$185)
Filed 2026-08-12
HM Payson & Co
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$185)
Filed 2026-07-17
AdvisorNet Financial, Inc
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$68)
Filed 2026-07-23
MTM Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-08-03
GM Advisory Group, Inc.
N/A
Shares— from 62,586
Change-62,586 (-100%)
Value—
CWM, LLC
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
Sunbelt Securities, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Vanguard Group Inc
N/A
Shares— from 0
Change0
Value—
Status
Charles Schwab Investment Management Inc
INCREASED8,804,739124,973+8,679,766+6945%$115.5K$6.0M+$5.9M2026-08-14
BlackRock, Inc.
INCREASED6,178,2523,648,400+2,529,852+69%$3.4M$4.2M+$835.4K2026-08-07
Geode Capital Management, LLC
INCREASED3,195,2861,688,849+1,506,437+89%$1.6M$2.3M+$722.4K2026-08-12
Vanguard Capital Management LLC
INCREASED3,141,3111,488,345+1,652,966+111%$1.4M$2.1M+$764.0K2026-08-13
Citadel Advisors LLC
INCREASED3,119,3431,765,180+1,354,163+77%$1.6M$2.1M+$492.9K2026-09-02
Renaissance Technologies LLC
INCREASED3,061,5001,719,200+1,342,300+78%$1.6M$2.1M+$496.0K2026-08-13
KMT Wealth Management, LLC
NEW2,391,091—+2,391,091——$1.6M—2026-08-05
Kingsbury Capital Investment Advisors LLC
INCREASED2,391,091987,544+1,403,547+142%$912.9K$1.6M+$715.7K2026-08-25
Two Sigma Investments, LP
INCREASED2,189,173601,126+1,588,047+264%$555.7K$1.5M+$935.4K2026-08-14
Providence Capital Advisors, LLC
DECREASED2,095,1512,496,762-401,611-16%$2.3M$1.4M-$881.0K2026-08-11
UBS Group AG
INCREASED2,008,8551,174,009+834,846+71%$1.1M$1.4M+$283.2K2026-08-13
Susquehanna International Group, LLP
INCREASED1,473,212772,725+700,487+91%$714.3K$1.0M+$289.1K2026-08-14
Vanguard Fiduciary Trust Co
NEW1,472,012—+1,472,012——$1.0M—2026-08-13
State Street Corp
INCREASED1,460,336665,636+794,700+119%$615.3K$994.6K+$379.3K2026-09-22
PCG Wealth Advisors, LLC
INCREASED1,222,358686,033+536,325+78%$634.2K$832.5K+$198.4K2026-08-03
Mirae Asset Global Etfs Holdings Ltd.
DECREASED1,156,4311,677,385-520,954-31%$1.5M$760.9K-$786.3K2026-08-14
GSA Capital Partners LLP
INCREASED1,060,573128,269+932,304+727%$119$722+$6032026-08-06
HRT Financial LP
DECREASED1,017,1573,131,876-2,114,719-68%$2.9K$692-$2.2K2026-08-14
Balyasny Asset Management L.P.
INCREASED963,067383,959+579,108+151%$354.9K$655.9K+$301.0K2026-08-14
PNC Financial Services Group, Inc.
UNCHANGED874,972874,97200%$808.5K$595.9K-$212.6K2026-08-07
Bitwise Funds Trust
NEW806,460—+806,460——$549.3K—2026-08-11
Northern Trust Corp
INCREASED610,202298,279+311,923+105%$275.7K$415.6K+$139.9K2026-08-13
Raffles Associates LP
DECREASED480,000555,000-75,000-14%$513.0K$326.9K-$186.1K2026-08-17
BFC Planning, Inc.
DECREASED468,500480,500-12,000-2%$444.2K$319.1K-$125.1K2026-10-29
Vident Advisory, LLC
INCREASED458,757230,456+228,301+99%$212.0K$312.0K+$99.9K2026-08-12
Bank of New York Mellon Corp
INCREASED400,316376,270+24,046+6%$347.8K$272.7K-$75.2K2026-08-06
Morgan Stanley
INCREASED315,857251,328+64,529+26%$232.3K$215.1K-$17.2K2026-08-13
Vines Capital Management, LLC
UNCHANGED310,646310,64600%$287.2K$211.6K-$75.6K2026-08-14
Yu Fan
UNCHANGED308,076308,07600%$284.8K$209.8K-$75.0K2026-08-14
Vontobel Holding Ltd.
DECREASED299,080309,454-10,374-3%$286.1K$203.7K-$82.4K2026-08-03
Group One Trading LLC
DECREASED283,237470,229-186,992-40%$434.7K$192.9K-$241.8K2026-08-14
Principle Wealth Partners LLC
INCREASED250,000160,000+90,000+56%$147.9K$170.3K+$22.4K2026-08-07
KG Capital Management
DECREASED206,329236,278-29,949-13%$218.4K$140.5K-$77.9K2026-08-07
Invesco Ltd.
INCREASED197,472149,841+47,631+32%$138.5K$134.5K-$4.0K2026-08-14
LPL Financial LLC
INCREASED191,397142,755+48,642+34%$132.0K$130.4K-$1.6K2026-08-07
CI Investments Inc.
NEW183,911—+183,911——$125.3K—2026-08-13
Spartan Wealth Advisory Services LLC
UNCHANGED173,611173,61100%$160.5K$118.2K-$42.2K2026-08-05
J. Derek Lewis & Associates Inc.
INCREASED172,00070,000+102,000+146%$64.7K$117.2K+$52.4K2026-07-31
Procyon Advisors, LLC
INCREASED147,000103,500+43,500+42%$95.7K$100.1K+$4.4K2026-07-09
Hunter Associates Investment Management LLC
UNCHANGED127,248127,24800%$117$87-$302026-07-23
Vanguard Global Advisers, LLC
NEW115,904—+115,904——$78.9K—2026-08-13
SCS Capital Management LLC
UNCHANGED112,475112,47500%$104.0K$76.6K-$27.4K2026-08-06
Goldman Sachs Group Inc
DECREASED111,142526,972-415,830-79%$487.1K$75.7K-$411.4K2026-08-14
Global Retirement Partners, LLC
NEW97,817—+97,817——$66.6K—2026-08-06
Cambridge Investment Research Advisors, Inc.
DECREASED94,255137,125-42,870-31%$127$64-$632026-07-30
Imc-Chicago, LLC
DECREASED73,305160,778-87,473-54%$148.6K$49.9K-$98.7K2026-08-06
Point72 Asset Management, L.P.
NEW73,205—+73,205——$49.9K—2026-08-14
Inspire Investing, LLC
NEW66,732—+66,732——$45.5K—2026-08-12
Wealthspire Advisors, LLC
NEW63,986—+63,986——$43.6K—2026-08-11
Millennium Management LLC
INCREASED52,71320,340+32,373+159%$18.8K$35.9K+$17.1K2026-08-14
Commonwealth Equity Services, LLC
INCREASED52,45950,859+1,600+3%$47.0K$35.7K-$11.3K2026-07-29
Genesis Financial Group, LLC
NEW52,000—+52,000——$35.4K—2026-08-14
Integrated Wealth Concepts LLC
INCREASED49,51734,196+15,321+45%$31.6K$33.7K+$2.1K2026-09-09
State of Wyoming
NEW45,719—+45,719——$31.1K—2026-08-06
Kitching Partners, LLC
UNCHANGED40,81640,81600%$37.7K$27.8K-$9.9K2026-07-30
Maripau Wealth Management LLC
INCREASED40,58640,573+13+0%$37.5K$27.6K-$9.9K2026-08-11
Marathon Trading Investment Management LLC
UNCHANGED39,20039,20000%$36.2K$26.7K-$9.5K2026-08-12
Barclays PLC
NEW37,921—+37,921——$25.8K—2026-08-14
Victory Capital Management Inc
INCREASED36,45313,312+23,141+174%$12.3K$24.8K+$12.5K2026-08-07
SG Americas Securities, LLC
NEW35,843—+35,843——$24—2026-08-07
Wedbush Securities Inc
UNCHANGED35,00035,00000%$32$24-$82026-07-28
Citigroup Inc
INCREASED33,35732,130+1,227+4%$29.7K$22.7K-$7.0K2026-08-03
Joel Isaacson & Co., LLC
UNCHANGED32,89932,89900%$30.4K$22.4K-$8.0K2026-08-04
R Squared Ltd
INCREASED32,75125,487+7,264+29%$23.6K$22.3K-$1.3K2026-08-05
Creative Planning
DECREASED32,38133,388-1,007-3%$30.9K$22.1K-$8.8K2026-08-13
Winton Group Ltd
INCREASED30,70013,200+17,500+133%$12.2K$20.9K+$8.7K2026-08-07
Strive Financial Group,LLC
NEW30,487—+30,487——$20.8K—2026-08-17
JPMorgan Chase & Co
INCREASED29,7651+29,764+2976400%$1$21.3K+$21.3K2026-08-12
Independent Advisor Alliance
DECREASED25,00051,700-26,700-52%$47.8K$17.0K-$30.8K2026-08-12
Visionary Wealth Advisors
INCREASED24,00514,005+10,000+71%$12.9K$16.4K+$3.4K2026-08-13
Aries Wealth Management
UNCHANGED20,00020,00000%$18.5K$13.6K-$4.9K2026-07-24
TCI Wealth Advisors, Inc.
INCREASED19,88919,345+544+3%$17.9K$13.5K-$4.3K2026-07-29
Second Line Capital, LLC
DECREASED19,67519,925-250-1%$22.9K$13.4K-$9.5K2026-09-02
Aptus Capital Advisors, LLC
UNCHANGED19,67519,67500%$18.2K$201.0K+$182.8K2026-08-12
Kohmann Bosshard Financial Services, LLC
INCREASED18,68310,000+8,683+87%$9.2K$12.7K+$3.5K2026-07-15
Belpointe Asset Management LLC
INCREASED18,34617,471+875+5%$16.2K$12.5K-$3.7K2026-07-31
Squarepoint Ops LLC
NEW16,872—+16,872——$11.5K—2026-08-14
Beacon Pointe Advisors, LLC
INCREASED16,36916,216+153+1%$15.0K$11.1K-$3.8K2026-08-18
XTX Topco Ltd
DECREASED16,33330,107-13,774-46%$27.8K$11.1K-$16.7K2026-08-14
Wells Fargo & Company
INCREASED16,1325,101+11,031+216%$4.7K$11.0K+$6.3K2026-08-14
Modern Wealth Management, LLC
UNCHANGED15,21915,21900%$14.0K$10.4K-$3.6K2026-08-14
Tamar Securities, LLC
INCREASED14,39913,199+1,200+9%$12.2K$9.8K-$2.4K2026-08-05
BG Investment Services, LLC
UNCHANGED14,03514,03500%$13.0K$9.6K-$3.4K2026-08-05
MAI Capital Management
INCREASED13,5003,153+10,347+328%$2.9K$9.2K+$6.3K2026-08-14
Kingswood Wealth Advisors, LLC
UNCHANGED11,95511,95500%$11.1K$8.1K-$2.9K2026-07-27
Somerset Trust Co
NEW11,765—+11,765——$8.0K—2026-07-06
Osaic Holdings, Inc.
DECREASED11,43147,732-36,301-76%$44.1K$7.8K-$36.3K2026-08-14
Sfmg, LLC
NEW11,280—+11,280——$7.7K—2026-08-13
Quadcap Wealth Management, LLC
UNCHANGED11,06711,06700%$10.2K$7.5K-$2.7K2026-07-31
NewEdge Advisors, LLC
DECREASED11,00041,647-30,647-74%$38.5K$7.5K-$31.0K2026-08-12
PFG Investments, LLC
DECREASED10,10112,101-2,000-17%$11.2K$6.9K-$4.3K2026-07-23
Apollon Wealth Management, LLC
UNCHANGED10,00110,00100%$9.2K$6.8K-$2.4K2026-07-23
Verdence Capital Advisors LLC
UNCHANGED10,00010,00000%$9.2K$6.8K-$2.4K2026-07-29
Farther Finance Advisors, LLC
INCREASED8,5527,110+1,442+20%$6.5K$5.8K-$7032026-07-17
Royal Bank of Canada
INCREASED6,476281+6,195+2205%$0$4.0K+$4.0K2026-08-14
Golden State Wealth Management, LLC
UNCHANGED6,2006,20000%$5.7K$4.2K-$1.5K2026-07-22
Steward Partners Investment Advisory, LLC
INCREASED4,0002,000+2,000+100%$1.8K$2.7K+$8752026-08-13
CoreCap Advisors, LLC
INCREASED3,462462+3,000+649%$427$2.4K+$1.9K2026-07-06
SHP Wealth Management
INCREASED3,396275+3,121+1135%$254$2.3K+$2.1K2026-08-11
Hilton Head Capital Partners, LLC
UNCHANGED2,6592,65900%$2.5K$1.8K-$6472026-07-27
Tower Research Capital LLC (TRC)
DECREASED2,1646,945-4,781-69%$6.4K$1.5K-$4.9K2026-08-11
Mcguire Capital Advisors Inc
UNCHANGED1,4881,48800%$1.4K$1.0K-$3632026-08-14
Graney & King, LLC
UNCHANGED1,1361,13600%$1.1K$774-$2762026-08-07
Beacon Investment Advisory Services, Inc.
UNCHANGED1,1001,10000%$1.0K$750-$2672026-07-08
Bessemer Group Inc
UNCHANGED1,0001,00000%$1$1$02026-08-12
American Capital Advisory, LLC
UNCHANGED1,0001,00000%$925$682-$2432026-07-28
Pine Valley Investments Ltd Liability Co
NEW973—+973——$663—2026-07-24
Mcdonald Partners LLC
NEW950—+950——$647—2026-07-28
Bernard Wealth Management Corp.
UNCHANGED72472400%$670$494-$1762026-08-21
Archer Investment Corp
UNCHANGED72072000%$666$490-$1762026-08-19
Dhjj Financial Advisors, Ltd.
NEW397—+397——$271—2026-07-24
FMR LLC
INCREASED3001+299+29900%$1$204+$2032026-08-13
IFG Advisory, LLC
NEW200—+200——$136—2026-08-14
Cape Investment Advisory, Inc.
NEW150—+150——$102—2026-07-23
Financial Management Professionals, Inc.
UNCHANGED10010000%$92$68-$242026-07-09
Fiduciary Financial Advisors
NEW93—+93——$63—2026-08-14
Midwest Capital Advisors, LLC
UNCHANGED515100%$47$35-$122026-07-28
Allworth Financial LP
UNCHANGED3300%$3$3$02026-08-11
Compass Financial Management LLC
NEW1—+1——$1—2026-08-12
Assetmark, Inc
NEW1—+1——$0—2026-07-30
Caitong International Asset Management Co., Ltd
DECREASED1240-239-100%$222$1-$2212026-08-05
TD Waterhouse Canada Inc.
UNCHANGED1100%$1$1$02026-07-27
Wolff Wiese Magana LLC
UNCHANGED1100%$1$1$02026-07-13
BNP Paribas Financial Markets
UNCHANGED1100%$1$1$02026-08-13
Russell Investments Group, Ltd.
UNCHANGED1100%$1$1$02026-08-06
Jane Street Group, LLC
CLOSED01,871,780-1,871,780-100%$1.7M$0-$1.7M2026-08-14
Yorkville Advisors Global, LP
CLOSED0399,600-399,600-100%$369.4K$0-$369.4K2026-08-06
Itau Unibanco Holding S.A.
CLOSED0220,335-220,335-100%$203.7K$0-$203.7K2026-08-14
Captrust Financial Advisors
CLOSED0196,419-196,419-100%$181.6K$0-$181.6K2026-08-13
Engineers Gate Manager LP
CLOSED0117,498-117,498-100%$108.6K$0-$108.6K2026-08-14
Independent Financial Group, LLC
CLOSED0100,700-100,700-100%$93.1K$0-$93.1K2026-07-15
Bank of America Corp
CLOSED085,508-85,508-100%$79.0K$0-$79.0K2026-08-14
Cetera Investment Advisers
CLOSED073,887-73,887-100%$68.3K$0-$68.3K2026-08-12
Scientech Research LLC
CLOSED053,904-53,904-100%$49.8K$0-$49.8K2026-08-14
HighTower Advisors, LLC
CLOSED043,522-43,522-100%$40.2K$0-$40.2K2026-08-26
Handelsbanken Fonder AB
CLOSED042,800-42,800-100%$40$0-$402026-07-10
EverSource Wealth Advisors, LLC
CLOSED040,000-40,000-100%$37.0K$0-$37.0K2026-07-24
Brevan Howard Capital Management LP
CLOSED029,818-29,818-100%$27.6K$0-$27.6K2026-08-14
Madden Securities Corp
CLOSED029,500-29,500-100%$27.3K$0-$27.3K2026-07-24
Simplex Trading, LLC
CLOSED029,433-29,433-100%$27.2K$0-$27.2K2026-08-12
Bogart Wealth, LLC
CLOSED022,000-22,000-100%$20.3K$0-$20.3K2026-07-24
Nine Masts Capital Ltd
CLOSED020,562-20,562-100%$19.0K$0-$19.0K2026-08-07
Forty-three Eighteen Advisors, LLC
CLOSED020,000-20,000-100%$18.5K$0-$18.5K2026-07-30
HBK Sorce Advisory LLC
CLOSED015,592-15,592-100%$18.6K$0-$18.6K2026-08-06
Deutsche Bank Ag\
CLOSED012,968-12,968-100%$11.9K$0-$11.9K2026-08-07
Advisory Services Network, LLC
CLOSED012,800-12,800-100%$11.8K$0-$11.8K2026-08-12
Wealth Enhancement Advisory Services, LLC
CLOSED012,057-12,057-100%$11.0K$0-$11.0K2026-07-15
SBI Securities Co., Ltd.
CLOSED011,141-11,141-100%$10.3K$0-$10.3K2026-07-23
Fiduciary Alliance LLC
CLOSED010,000-10,000-100%$11.0K$0-$11.0K2026-07-20
Hollencrest Capital Management
CLOSED010,000-10,000-100%$9.2K$0-$9.2K2026-08-13
Valeo Financial Advisors, LLC
CLOSED010,000-10,000-100%$9.2K$0-$9.2K2026-07-08
marrick wealth, LLC
CLOSED010,000-10,000-100%$9.2K$0-$9.2K2026-07-14
Daytona Street Capital LLC
CLOSED08,750-8,750-100%$620.8K$0-$620.8K2026-08-03
Creative Capital Management Investments LLC
CLOSED02,511-2,511-100%$2.3K$0-$2.3K2026-07-24
US Bancorp \de\
CLOSED02,300-2,300-100%$2.1K$0-$2.1K2026-08-12
Legacy Wealth Managment, LLC
CLOSED01,700-1,700-100%$1.6K$0-$1.6K2026-08-13
Nfsg Corp
CLOSED01,330-1,330-100%$1.2K$0-$1.2K2026-08-14
Central Trust Co
CLOSED01,000-1,000-100%$925$0-$9252026-07-31
Mirae Asset Global Investments Co., Ltd.
CLOSED0505-505-100%$467$0-$4672026-07-22
Trust Co
CLOSED0300-300-100%$277$0-$2772026-07-10
Northwestern Mutual Wealth Management Co
CLOSED0200-200-100%$185$0-$1852026-08-12
HM Payson & Co
CLOSED0200-200-100%$185$0-$1852026-07-17
AdvisorNet Financial, Inc
CLOSED074-74-100%$68$0-$682026-07-23
MTM Investment Management, LLC
CLOSED01-1-100%$1$0-$12026-08-03
GM Advisory Group, Inc.
N/A—62,586-62,586-100%$57.9K———
CWM, LLC
N/A—14,121-14,121-100%$13.1K———
Sunbelt Securities, Inc.
N/A—1,680-1,680-100%$1.6K———
Vanguard Group Inc
N/A—00—$0———
Showing 168 of 168 institutions