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Anavex Life Sciences Corp (AVXL)

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
Shares2,275,241 from 2,407,473
Change-132,232 (-5%)
Value$4.6M (-$1.6M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares868,259 from 754,226
Change+114,033 (+15%)
Value$1.8M (-$199.6K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares357,220 from 406,109
Change-48,889 (-12%)
Value$721.6K (-$330.2K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares297,437 from 288,199
Change+9,238 (+3%)
Value$600.8K (-$145.6K)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares223,006 from 227,995
Change-4,989 (-2%)
Value$341.2K (-$276.7K)
Filed 2026-10-08
PVG Asset Management Corp
DECREASED
Shares155,207 from 327,344
Change-172,137 (-53%)
Value$313.5K (-$534.3K)
Filed 2026-10-19
Alps Advisors Inc
INCREASED
Shares121,938 from 94,051
Change+27,887 (+30%)
Value$246.3K (+$2.7K)
Filed 2026-11-03
Hikari Power Ltd
UNCHANGED
Shares85,585 from 85,585
Change0 (0%)
Value$173.0K (-$49.0K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares72,401 from 66,622
Change+5,779 (+9%)
Value$146.3K (-$26.3K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares69,291 from 79,332
Change-10,041 (-13%)
Value$140.0K (-$65.5K)
Filed 2026-11-06
180 Wealth Advisors, LLC
DECREASED
Shares63,690 from 71,030
Change-7,340 (-10%)
Value$128.7K (-$55.3K)
Filed 2026-11-03
LexAurum Advisors, LLC
DECREASED
Shares61,135 from 65,050
Change-3,915 (-6%)
Value$123.5K (-$45.0K)
Filed 2026-10-19
Creative Planning
DECREASED
Shares41,809 from 59,780
Change-17,971 (-30%)
Value$84.5K (-$70.4K)
Filed 2026-11-02
Sheets Smith Wealth Management
DECREASED
Shares40,712 from 71,259
Change-30,547 (-43%)
Value$82.2K (-$102.3K)
Filed 2026-10-16
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares39,925 from 39,925
Change0 (0%)
Value$49.9K (-$47.1K)
Filed 2026-10-21
Opus Capital Group, LLC
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$76.0K (-$22.0K)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares31,540 from 23,490
Change+8,050 (+34%)
Value$63.7K (+$2.9K)
Filed 2026-11-06
Forum Financial Management, LP
UNCHANGED
Shares30,100 from 30,100
Change0 (0%)
Value$60.8K (-$17.2K)
Filed 2026-10-16
VestGen Advisors, LLC
NEW
Shares30,030
Change+30,030
Value$60.7K
Filed 2026-10-27
Choreo, LLC
UNCHANGED
Shares29,709 from 29,709
Change0 (0%)
Value$60.0K (-$16.9K)
Filed 2026-10-28
Dimensional Fund Advisors LP
UNCHANGED
Shares27,238 from 27,238
Change0 (0%)
Value$55.0K (-$15.5K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares21,666 from 32,889
Change-11,223 (-34%)
Value$43.8K (-$41.4K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
UNCHANGED
Shares20,406 from 20,406
Change0 (0%)
Value$41.2K (-$11.6K)
Filed 2026-11-06
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares20,300 from 20,300
Change0 (0%)
Value$41.0K (-$11.6K)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares16,914 from 14,749
Change+2,165 (+15%)
Value$39.9K (+$1.7K)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares15,313 from 18,679
Change-3,366 (-18%)
Value$30.9K (-$20.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,278 from 31,132
Change-15,854 (-51%)
Value$23.5K (-$54.3K)
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares14,788 from 15,109
Change-321 (-2%)
Value$29.9K (-$9.3K)
Filed 2026-10-29
Atria Investments, Inc
DECREASED
Shares14,490 from 25,504
Change-11,014 (-43%)
Value$29.3K (-$36.8K)
Filed 2026-10-15
Anchyra Partners LLC
NEW
Shares14,294
Change+14,294
Value$28.9K
Filed 2026-10-13
Graetz Wealth LLC
UNCHANGED
Shares14,044 from 14,044
Change0 (0%)
Value$28.4K (-$8.0K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares13,496 from 53,742
Change-40,246 (-75%)
Value$27.3K (-$111.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,112 from 13,960
Change-1,848 (-13%)
Value$24 (-$36.0K)
Filed 2026-11-02
BNC Wealth Management, LLC
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$22.7K (-$6.4K)
Filed 2026-10-19
Abel Hall, LLC
DECREASED
Shares10,324 from 56,832
Change-46,508 (-82%)
Value$20.9K (-$126.3K)
Filed 2026-10-19
Visionary Wealth Advisors
DECREASED
Shares10,216 from 10,890
Change-674 (-6%)
Value$20.6K (-$7.6K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares8,045 from 8,045
Change0 (0%)
Value$16.3K (-$4.6K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares6,100 from 6,192
Change-92 (-1%)
Value$12.3K (-$3.7K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$10.1K (-$2.9K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares4,737 from 4,145
Change+592 (+14%)
Value$9.6K (-$1.2K)
Filed 2026-11-03
Activest Wealth Management
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$8.1K (-$2.3K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares3,879 from 2,358
Change+1,521 (+65%)
Value$7.8K (+$1.7K)
Filed 2026-10-08
Spire Wealth Management
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$5.3K (-$1.5K)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares2,392 from 2,458
Change-66 (-3%)
Value$4.8K (-$1.5K)
Filed 2026-10-16
GF Fund Management Co. Ltd.
INCREASED
Shares2,137 from 1,964
Change+173 (+9%)
Value$4.3K (-$770)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares2,017 from 1,604
Change+413 (+26%)
Value$4.1K (-$80)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$4.0K (-$1.1K)
Filed 2026-10-26
IAG Wealth Partners, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$3.8K (-$1.1K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,415 from 2,659
Change-1,244 (-47%)
Value$2.9K (-$4.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,179 from 90
Change+1,089 (+1210%)
Value$2.4K (+$2.1K)
Filed 2026-10-08
POM Investment Strategies, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$2.0K (-$570)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$2.2K ($0)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares673 from 1,483
Change-810 (-55%)
Value$1.4K (-$2.5K)
Filed 2026-10-14
Clayton Financial Group LLC
NEW
Shares500
Change+500
Value$1.0K
Filed 2026-10-13
Owl Creek Wealth Partners LLC
NEW
Shares415
Change+415
Value$839
Filed 2026-10-20
Parkside Financial Bank & Trust
NEW
Shares375
Change+375
Value$754
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares321 from 3,212
Change-2,891 (-90%)
Value$648 (-$7.7K)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$505 (-$143)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares246 from 1,511
Change-1,265 (-84%)
Value$497 (-$3.4K)
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares229
Change+229
Value$463
Filed 2026-10-28
Fortitude Family Office, LLC
DECREASED
Shares199 from 299
Change-100 (-33%)
Value$402 (-$372)
Filed 2026-10-14
Signature Equity Partners, LLC
NEW
Shares150
Change+150
Value$303
Filed 2026-10-29
Flagship Wealth Advisors, LLC
NEW
Shares100
Change+100
Value$202
Filed 2026-11-03
Capital Advisors, Ltd. LLC
DECREASED
Shares80 from 484
Change-404 (-83%)
Value$0 (-$1)
Filed 2026-10-27
True Wealth Design, LLC
DECREASED
Shares49 from 209
Change-160 (-77%)
Value$99 (-$443)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares42 from 70
Change-28 (-40%)
Value$0 ($0)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares19 from 874
Change-855 (-98%)
Value$38 (-$2.2K)
Filed 2026-10-22
SJS Investment Consulting Inc.
DECREASED
Shares13 from 67
Change-54 (-81%)
Value$27 (-$147)
Filed 2026-10-26
Carnegie Investment Counsel
CLOSED
Shares0 from 38,228
Change-38,228 (-100%)
Value$0 (-$99.0K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-16
Natixis
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$932)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 238
Change-238 (-100%)
Value$0 (-$616)
Filed 2026-10-07
Coston, McIsaac & Partners
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 ($0)
Filed 2026-11-06
Clearstead Advisors, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$247)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 ($0)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 8,055,628
Change-8,055,628 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,054,589
Change-4,054,589 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,046,538
Change-3,046,538 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,922,770
Change-1,922,770 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,071,809
Change-1,071,809 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 963,014
Change-963,014 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 948,633
Change-948,633 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 909,430
Change-909,430 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 890,634
Change-890,634 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 889,523
Change-889,523 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 784,494
Change-784,494 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 734,795
Change-734,795 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 654,295
Change-654,295 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 621,451
Change-621,451 (-100%)
Value—
UBS Group AG
N/A
Shares— from 620,374
Change-620,374 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 504,000
Change-504,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 332,597
Change-332,597 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 329,115
Change-329,115 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 319,529
Change-319,529 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 201,800
Change-201,800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 194,963
Change-194,963 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 182,722
Change-182,722 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 157,486
Change-157,486 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 146,330
Change-146,330 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 146,300
Change-146,300 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 123,000
Change-123,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 116,674
Change-116,674 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 115,462
Change-115,462 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 114,248
Change-114,248 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 112,049
Change-112,049 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 109,948
Change-109,948 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 102,925
Change-102,925 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 96,925
Change-96,925 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 88,356
Change-88,356 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,121
Change-75,121 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 67,135
Change-67,135 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 66,718
Change-66,718 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 63,505
Change-63,505 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 60,483
Change-60,483 (-100%)
Value—
FMR LLC
N/A
Shares— from 60,024
Change-60,024 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 59,095
Change-59,095 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 51,627
Change-51,627 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 48,100
Change-48,100 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 47,109
Change-47,109 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,767
Change-46,767 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 42,453
Change-42,453 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 40,748
Change-40,748 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 40,484
Change-40,484 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 39,510
Change-39,510 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 38,423
Change-38,423 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,890
Change-36,890 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,466
Change-34,466 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 34,108
Change-34,108 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,716
Change-32,716 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 30,568
Change-30,568 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 29,316
Change-29,316 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,723
Change-28,723 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 27,577
Change-27,577 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 25,886
Change-25,886 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,185
Change-23,185 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 23,092
Change-23,092 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 22,002
Change-22,002 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 21,533
Change-21,533 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 20,377
Change-20,377 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 20,345
Change-20,345 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 18,839
Change-18,839 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 18,209
Change-18,209 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,671
Change-17,671 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 17,350
Change-17,350 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,902
Change-16,902 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 15,528
Change-15,528 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,188
Change-15,188 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,212
Change-13,212 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,611
Change-11,611 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,784
Change-10,784 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,551
Change-10,551 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,379
Change-10,379 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
EFG International AG
N/A
Shares— from 700
Change-700 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 475
Change-475 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
Quarry LP
N/A
Shares— from 333
Change-333 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 150
Change-150 (-100%)
Value—
S&T Bank
N/A
Shares— from 100
Change-100 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 19
Change-19 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED2,275,2412,407,473-132,232-5%$6.2M$4.6M-$1.6M2026-11-06
Barclays PLC
INCREASED868,259754,226+114,033+15%$2.0M$1.8M-$199.6K2026-11-06
LPL Financial LLC
DECREASED357,220406,109-48,889-12%$1.1M$721.6K-$330.2K2026-11-06
Bank of New York Mellon Corp
INCREASED297,437288,199+9,238+3%$746.4K$600.8K-$145.6K2026-11-05
Apella Capital, LLC
DECREASED223,006227,995-4,989-2%$617.9K$341.2K-$276.7K2026-10-08
PVG Asset Management Corp
DECREASED155,207327,344-172,137-53%$847.8K$313.5K-$534.3K2026-10-19
Alps Advisors Inc
INCREASED121,93894,051+27,887+30%$243.6K$246.3K+$2.7K2026-11-03
Hikari Power Ltd
UNCHANGED85,58585,58500%$222.0K$173.0K-$49.0K2026-10-30
PNC Financial Services Group, Inc.
INCREASED72,40166,622+5,779+9%$172.6K$146.3K-$26.3K2026-11-06
Deutsche Bank Ag\
DECREASED69,29179,332-10,041-13%$205.5K$140.0K-$65.5K2026-11-06
180 Wealth Advisors, LLC
DECREASED63,69071,030-7,340-10%$184.0K$128.7K-$55.3K2026-11-03
LexAurum Advisors, LLC
DECREASED61,13565,050-3,915-6%$168.5K$123.5K-$45.0K2026-10-19
Creative Planning
DECREASED41,80959,780-17,971-30%$154.8K$84.5K-$70.4K2026-11-02
Sheets Smith Wealth Management
DECREASED40,71271,259-30,547-43%$184.6K$82.2K-$102.3K2026-10-16
Foster Victor Wealth Advisors, LLC
UNCHANGED39,92539,92500%$97.0K$49.9K-$47.1K2026-10-21
Opus Capital Group, LLC
UNCHANGED37,70037,70000%$98.0K$76.0K-$22.0K2026-10-30
Russell Investments Group, Ltd.
INCREASED31,54023,490+8,050+34%$60.8K$63.7K+$2.9K2026-11-06
Forum Financial Management, LP
UNCHANGED30,10030,10000%$78.0K$60.8K-$17.2K2026-10-16
VestGen Advisors, LLC
NEW30,030—+30,030——$60.7K—2026-10-27
Choreo, LLC
UNCHANGED29,70929,70900%$76.9K$60.0K-$16.9K2026-10-28
Dimensional Fund Advisors LP
UNCHANGED27,23827,23800%$70.5K$55.0K-$15.5K2026-11-04
Simplex Trading, LLC
DECREASED21,66632,889-11,223-34%$85.2K$43.8K-$41.4K2026-11-04
Dana Investment Advisors, Inc.
UNCHANGED20,40620,40600%$52.9K$41.2K-$11.6K2026-11-06
Hamilton Point Investment Advisors, LLC
UNCHANGED20,30020,30000%$52.6K$41.0K-$11.6K2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED16,91414,749+2,165+15%$38.2K$39.9K+$1.7K2026-10-28
StoneX Group Inc.
DECREASED15,31318,679-3,366-18%$51.4K$30.9K-$20.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED15,27831,132-15,854-51%$77.8K$23.5K-$54.3K2026-10-13
ProShare Advisors LLC
DECREASED14,78815,109-321-2%$39.1K$29.9K-$9.3K2026-10-29
Atria Investments, Inc
DECREASED14,49025,504-11,014-43%$66.1K$29.3K-$36.8K2026-10-15
Anchyra Partners LLC
NEW14,294—+14,294——$28.9K—2026-10-13
Graetz Wealth LLC
UNCHANGED14,04414,04400%$36.4K$28.4K-$8.0K2026-10-27
Citigroup Inc
DECREASED13,49653,742-40,246-75%$139.2K$27.3K-$111.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED12,11213,960-1,848-13%$36.0K$24-$36.0K2026-11-02
BNC Wealth Management, LLC
UNCHANGED11,25011,25000%$29.1K$22.7K-$6.4K2026-10-19
Abel Hall, LLC
DECREASED10,32456,832-46,508-82%$147.2K$20.9K-$126.3K2026-10-19
Visionary Wealth Advisors
DECREASED10,21610,890-674-6%$28.2K$20.6K-$7.6K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED8,0458,04500%$20.8K$16.3K-$4.6K2026-10-29
Nisa Investment Advisors, LLC
DECREASED6,1006,192-92-1%$16.0K$12.3K-$3.7K2026-10-20
US Bancorp \de\
UNCHANGED5,0005,00000%$13.0K$10.1K-$2.9K2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED4,7374,145+592+14%$10.7K$9.6K-$1.2K2026-11-03
Activest Wealth Management
UNCHANGED4,0014,00100%$10.4K$8.1K-$2.3K2026-10-15
Farther Finance Advisors, LLC
INCREASED3,8792,358+1,521+65%$6.1K$7.8K+$1.7K2026-10-08
Spire Wealth Management
UNCHANGED2,6452,64500%$6.9K$5.3K-$1.5K2026-10-30
IFP Advisors, Inc
DECREASED2,3922,458-66-3%$6.4K$4.8K-$1.5K2026-10-16
GF Fund Management Co. Ltd.
INCREASED2,1371,964+173+9%$5.1K$4.3K-$7702026-10-26
Sterling Capital Management LLC
INCREASED2,0171,604+413+26%$4.2K$4.1K-$802026-10-22
Vermillion Wealth Management, Inc.
UNCHANGED2,0002,00000%$5.2K$4.0K-$1.1K2026-10-26
IAG Wealth Partners, LLC
UNCHANGED1,8801,88000%$4.9K$3.8K-$1.1K2026-11-06
Fifth Third Bancorp
DECREASED1,4152,659-1,244-47%$6.9K$2.9K-$4.0K2026-11-05
Gamma Investing LLC
INCREASED1,17990+1,089+1210%$233$2.4K+$2.1K2026-10-08
POM Investment Strategies, LLC
UNCHANGED1,0001,00000%$2.6K$2.0K-$5702026-10-20
Allworth Financial LP
UNCHANGED83483400%$2.2K$2.2K$02026-11-06
Essential Partners LLC
DECREASED6731,483-810-55%$3.8K$1.4K-$2.5K2026-10-14
Clayton Financial Group LLC
NEW500—+500——$1.0K—2026-10-13
Owl Creek Wealth Partners LLC
NEW415—+415——$839—2026-10-20
Parkside Financial Bank & Trust
NEW375—+375——$754—2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED3213,212-2,891-90%$8.3K$648-$7.7K2026-10-29
Parallel Advisors, LLC
UNCHANGED25025000%$648$505-$1432026-11-03
EverSource Wealth Advisors, LLC
DECREASED2461,511-1,265-84%$3.9K$497-$3.4K2026-11-04
TD Private Client Wealth LLC
NEW229—+229——$463—2026-10-28
Fortitude Family Office, LLC
DECREASED199299-100-33%$774$402-$3722026-10-14
Signature Equity Partners, LLC
NEW150—+150——$303—2026-10-29
Flagship Wealth Advisors, LLC
NEW100—+100——$202—2026-11-03
Capital Advisors, Ltd. LLC
DECREASED80484-404-83%$1$0-$12026-10-27
True Wealth Design, LLC
DECREASED49209-160-77%$542$99-$4432026-10-13
Covestor Ltd
DECREASED4270-28-40%$0$0$02026-10-30
SBI Securities Co., Ltd.
DECREASED19874-855-98%$2.3K$38-$2.2K2026-10-22
SJS Investment Consulting Inc.
DECREASED1367-54-81%$174$27-$1472026-10-26
Carnegie Investment Counsel
CLOSED038,228-38,228-100%$99.0K$0-$99.0K2026-10-20
Premier Path Wealth Partners, LLC
CLOSED010,000-10,000-100%$25.9K$0-$25.9K2026-10-16
Natixis
CLOSED0360-360-100%$932$0-$9322026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED0238-238-100%$616$0-$6162026-10-07
Coston, McIsaac & Partners
CLOSED0200-200-100%$0$0$02026-11-06
Clearstead Advisors, LLC
CLOSED095-95-100%$247$0-$2472026-11-06
Tsfg, LLC
CLOSED030-30-100%$0$0$02026-10-23
BlackRock, Inc.
N/A—8,055,628-8,055,628-100%$20.9M———
Vanguard Capital Management LLC
N/A—4,054,589-4,054,589-100%$10.5M———
Two Sigma Investments, LP
N/A—3,046,538-3,046,538-100%$7.9M———
State Street Corp
N/A—1,922,770-1,922,770-100%$5.0M———
Federated Hermes, Inc.
N/A—1,071,809-1,071,809-100%$2.8M———
AQR Capital Management LLC
N/A—963,014-963,014-100%$2.5M———
Vanguard Portfolio Management LLC
N/A—948,633-948,633-100%$2.5M———
Summit Financial, LLC
N/A—909,430-909,430-100%$2.4M———
Goldman Sachs Group Inc
N/A—890,634-890,634-100%$2.3M———
Marshall Wace, LLP
N/A—889,523-889,523-100%$2.3M———
Northern Trust Corp
N/A—784,494-784,494-100%$2.0M———
Charles Schwab Investment Management Inc
N/A—734,795-734,795-100%$1.9M———
Bank of America Corp
N/A—654,295-654,295-100%$1.7M———
Vanguard Fiduciary Trust Co
N/A—621,451-621,451-100%$1.6M———
UBS Group AG
N/A—620,374-620,374-100%$1.6M———
Private Advisor Group, LLC
N/A—504,000-504,000-100%$1.3M———
Stifel Financial Corp
N/A—332,597-332,597-100%$861.4K———
Citadel Advisors LLC
N/A—329,115-329,115-100%$852.4K———
Susquehanna International Group, LLP
N/A—319,529-319,529-100%$827.6K———
Canada Pension Plan Investment Board
N/A—201,800-201,800-100%$522.7K———
Morgan Stanley
N/A—194,963-194,963-100%$505.0K———
Nuveen, LLC
N/A—182,722-182,722-100%$473.2K———
Point72 Asset Management, L.P.
N/A—157,486-157,486-100%$407.9K———
Envestnet Asset Management Inc
N/A—146,330-146,330-100%$379.0K———
Alliancebernstein L.P.
N/A—146,300-146,300-100%$449.1K———
Bridgeway Capital Management, LLC
N/A—123,000-123,000-100%$318.6K———
Wells Fargo & Company
N/A—116,674-116,674-100%$302.2K———
D. E. Shaw & Co., Inc.
N/A—115,462-115,462-100%$299.0K———
IEQ Capital, LLC
N/A—114,248-114,248-100%$295.9K———
Rhumbline Advisers
N/A—112,049-112,049-100%$290.2K———
Invesco Ltd.
N/A—109,948-109,948-100%$284.8K———
HSBC Holdings PLC
N/A—102,925-102,925-100%$270.2K———
LOS Angeles Capital Management LLC
N/A—96,925-96,925-100%$251.0K———
Cerity Partners LLC
N/A—88,356-88,356-100%$228.8K———
Cetera Investment Advisers
N/A—75,121-75,121-100%$194.6K———
Mariner, LLC
N/A—67,135-67,135-100%$173.9K———
Price T Rowe Associates Inc
N/A—66,718-66,718-100%$173.0K———
Voleon Capital Management LP
N/A—63,505-63,505-100%$164.5K———
Millennium Management LLC
N/A—60,483-60,483-100%$156.7K———
FMR LLC
N/A—60,024-60,024-100%$155.5K———
Ameriprise Financial Inc
N/A—59,095-59,095-100%$153.1K———
MetLife Investment Management, LLC
N/A—51,627-51,627-100%$133.7K———
Geneos Wealth Management Inc.
N/A—48,100-48,100-100%$124.6K———
Hayek Kallen Investment Management
N/A—47,109-47,109-100%$122.0K———
JPMorgan Chase & Co
N/A—46,767-46,767-100%$121.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—42,453-42,453-100%$110.0K———
AXQ Capital, LP
N/A—40,748-40,748-100%$105.5K———
Snowden Capital Advisors LLC
N/A—40,484-40,484-100%$104.9K———
Bank of Montreal
N/A—39,510-39,510-100%$102.3K———
Squarepoint Ops LLC
N/A—38,423-38,423-100%$99.5K———
NewEdge Advisors, LLC
N/A—36,890-36,890-100%$95.5K———
Osaic Holdings, Inc.
N/A—34,466-34,466-100%$89.3K———
Vanguard Global Advisers, LLC
N/A—34,108-34,108-100%$88.3K———
XTX Topco Ltd
N/A—32,716-32,716-100%$84.7K———
Independent Advisor Alliance
N/A—30,568-30,568-100%$79.2K———
BNP Paribas Financial Markets
N/A—29,316-29,316-100%$75.9K———
Mercer Global Advisors Inc
N/A—28,723-28,723-100%$74.4K———
Schonfeld Strategic Advisors LLC
N/A—27,577-27,577-100%$71.4K———
Manufacturers Life Insurance Company, the
N/A—25,886-25,886-100%$67.0K———
Beacon Pointe Advisors, LLC
N/A—23,185-23,185-100%$60.1K———
Police & Firemen's Retirement System of New Jersey
N/A—23,092-23,092-100%$59.8K———
Jain Global LLC
N/A—22,002-22,002-100%$57.0K———
Intech Investment Management LLC
N/A—21,533-21,533-100%$55.8K———
Tudor Investment Corp ET AL
N/A—20,377-20,377-100%$52.8K———
State Board of Administration of Florida Retirement System
N/A—20,345-20,345-100%$52.7K———
Voya Investment Management LLC
N/A—19,435-19,435-100%$50.3K———
Advisory Alpha, LLC
N/A—18,839-18,839-100%$48.8K———
New York State Common Retirement Fund
N/A—18,209-18,209-100%$47.2K———
Gladstone Institutional Advisory LLC
N/A—17,671-17,671-100%$45.8K———
Innovative Asset Advisors Group, LLC
N/A—17,350-17,350-100%$44.9K———
Integrated Wealth Concepts LLC
N/A—16,902-16,902-100%$43.8K———
Delta Asset Management LLC
N/A—16,000-16,000-100%$41.4K———
Baird Financial Group, Inc.
N/A—15,528-15,528-100%$40.2K———
Neuberger Berman Group LLC
N/A—15,188-15,188-100%$39.3K———
Prudential Financial Inc
N/A—15,155-15,155-100%$39.3K———
Thomasville National Bank
N/A—15,000-15,000-100%$38.9K———
Yukon Wealth Management, Inc.
N/A—13,992-13,992-100%$36.2K———
Defiance ETFs, LLC
N/A—13,216-13,216-100%$34.1K———
Penserra Capital Management LLC
N/A—13,216-13,216-100%$34.0K———
Rockefeller Capital Management L.P.
N/A—13,212-13,212-100%$34.2K———
Raymond James Financial Inc
N/A—12,943-12,943-100%$33.5K———
Quantinno Capital Management LP
N/A—12,733-12,733-100%$33.0K———
Massar Capital Management, LP
N/A—12,729-12,729-100%$33.0K———
SEI Investments Co
N/A—11,611-11,611-100%$30.1K———
Captrust Financial Advisors
N/A—10,784-10,784-100%$27.9K———
Focus Partners Wealth
N/A—10,551-10,551-100%$27.3K———
Victory Capital Management Inc
N/A—10,379-10,379-100%$26.9K———
Legal & General Group Plc
N/A—9,895-9,895-100%$25.6K———
Arax Advisory Partners
N/A—8,558-8,558-100%$22.2K———
Tower Research Capital LLC (TRC)
N/A—8,463-8,463-100%$21.9K———
Ameritas Investment Partners, Inc.
N/A—6,984-6,984-100%$18.1K———
Optiver Holding B.V.
N/A—6,652-6,652-100%$17.2K———
N.E.W. Advisory Services LLC
N/A—5,893-5,893-100%$15.3K———
Jones Financial Companies Lllp
N/A—4,350-4,350-100%$11.4K———
Royal Bank of Canada
N/A—3,621-3,621-100%$9.0K———
Millstone Evans Group, LLC
N/A—3,000-3,000-100%$7.8K———
Smartleaf Asset Management LLC
N/A—1,941-1,941-100%$5.0K———
Kilter Group LLC
N/A—1,597-1,597-100%$4.1K———
California State Teachers Retirement System
N/A—1,226-1,226-100%$3.2K———
National Bank of Canada
N/A—1,000-1,000-100%$2.6K———
Harbour Investments, Inc.
N/A—850-850-100%$2.2K———
Rothschild Investment LLC
N/A—723-723-100%$1.9K———
EFG International AG
N/A—700-700-100%$1.8K———
Security National Bank of Sioux City Iowa
N/A—475-475-100%$1.2K———
Ameriflex Group, Inc.
N/A—423-423-100%$1.1K———
Quarry LP
N/A—333-333-100%$862———
Walleye Capital LLC
N/A—302-302-100%$782———
UBS Asset Management Americas LLC
N/A—222-222-100%$575———
Northwestern Mutual Wealth Management Co
N/A—150-150-100%$388———
S&T Bank
N/A—100-100-100%$259———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—19-19-100%$49———
Basecamp Wealth Advisors LLC
N/A—16-16-100%$41———
Showing 187 of 187 institutions