Angiodynamics Inc (ANGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Weber Capital Management LLC

DECREASED

Shares1,349,902 from 1,356,602

Change-6,700 (0%)

Value$20.8M (+$3.1M)

Filed 2026-10-19

Dimensional Fund Advisors LP

DECREASED

Shares949,285 from 969,497

Change-20,212 (-2%)

Value$14.6M (+$2.0M)

Filed 2026-11-04

Bastion Asset Management Inc.

DECREASED

Shares304,437 from 923,270

Change-618,833 (-67%)

Value$4.1M (-$6.7M)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares124,844 from 124,450

Change+394 (+0%)

Value$1.9M (+$301.0K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares124,596 from 46,268

Change+78,328 (+169%)

Value$1.9M (+$1.3M)

Filed 2026-10-16

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares66,387 from 63,729

Change+2,658 (+4%)

Value$1.0M (+$191.9K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares62,900 from 50,800

Change+12,100 (+24%)

Value$967.4K (+$306.5K)

Filed 2026-10-30

Atria Investments, Inc

INCREASED

Shares48,344 from 45,208

Change+3,136 (+7%)

Value$743.5K (+$155.4K)

Filed 2026-10-15

Moody National Bank Trust Division

UNCHANGED

Shares47,927 from 47,927

Change0 (0%)

Value$737.1K (+$113.6K)

Filed 2026-10-06

StoneX Group Inc.

DECREASED

Shares41,339 from 43,561

Change-2,222 (-5%)

Value$637.9K (+$71.2K)

Filed 2026-11-03

Assenagon Asset Management S.A.

UNCHANGED

Shares27,727 from 27,727

Change0 (0%)

Value$426.4K (+$65.7K)

Filed 2026-10-15

Wealth Effects LLC

INCREASED

Shares20,750 from 17,350

Change+3,400 (+20%)

Value$319.1K (+$93.4K)

Filed 2026-10-23

Creative Planning

INCREASED

Shares16,521 from 13,973

Change+2,548 (+18%)

Value$254.1K (+$72.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares16,263 from 13,730

Change+2,533 (+18%)

Value$182.6K (+$7.0K)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares15,009 from 17,313

Change-2,304 (-13%)

Value$230.8K (+$5.6K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares14,750 from 5,533

Change+9,217 (+167%)

Value$226.9K (+$154.9K)

Filed 2026-10-28

IFP Advisors, Inc

INCREASED

Shares4,042 from 3,897

Change+145 (+4%)

Value$62.2K (+$11.5K)

Filed 2026-10-16

Washington Trust Advisors, Inc.

UNCHANGED

Shares3,900 from 3,900

Change0 (0%)

Value$60.0K (+$9.2K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares2,902 from 2,184

Change+718 (+33%)

Value$44.6K (+$16.2K)

Filed 2026-10-08

Pinnacle Wealth Planning Services, Inc.

NEW

Shares2,616

Change+2,616

Value$40.2K

Filed 2026-10-27

State of Alaska, Department of Revenue

DECREASED

Shares1,834 from 2,299

Change-465 (-20%)

Value$28.0K (+$28.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares1,042 from 2,147

Change-1,105 (-51%)

Value$16.0K (-$11.9K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares847 from 600

Change+247 (+41%)

Value$13.0K (+$5.2K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares803 from 803

Change0 (0%)

Value$12.4K (+$1.9K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares660 from 1,000

Change-340 (-34%)

Value$10.2K (-$2.9K)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares605 from 46

Change+559 (+1215%)

Value$9.3K (+$8.7K)

Filed 2026-10-26

Exchange Traded Concepts, LLC

NEW

Shares421

Change+421

Value$6.5K

Filed 2026-10-28

Versant Capital Management, Inc

UNCHANGED

Shares397 from 397

Change0 (0%)

Value$6.1K (+$941)

Filed 2026-10-02

US Bancorp \de\

UNCHANGED

Shares329 from 329

Change0 (0%)

Value$5.1K (+$780)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares312

Change+312

Value$4.8K

Filed 2026-10-14

Silver Grove Financial Group, Inc.

DECREASED

Shares312 from 445

Change-133 (-30%)

Value$4.8K (-$990)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares300 from 372

Change-72 (-19%)

Value$4.6K (-$228)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares279 from 279

Change0 (0%)

Value$4.3K (+$661)

Filed 2026-10-05

Root Financial Partners, LLC

NEW

Shares221

Change+221

Value$3.4K

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares221 from 1,389

Change-1,168 (-84%)

Value$3.4K (-$14.7K)

Filed 2026-11-03

First Horizon Corp

NEW

Shares184

Change+184

Value$2.8K

Filed 2026-10-26

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares157 from 157

Change0 (0%)

Value$2 ($0)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$2.2K (+$335)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares51 from 50

Change+1 (+2%)

Value$785 (+$134)

Filed 2026-10-13

Provenance Wealth Advisors, LLC

NEW

Shares43

Change+43

Value$661

Filed 2026-10-30

Assetmark, Inc

INCREASED

Shares32 from 16

Change+16 (+100%)

Value$492 (+$284)

Filed 2026-10-21

WPG Advisers, LLC

NEW

Shares24

Change+24

Value$369

Filed 2026-10-27

Rossby Financial, LCC

NEW

Shares20

Change+20

Value$308

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$308 (+$48)

Filed 2026-11-05

Inspire Investing, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$257 (+$40)

Filed 2026-10-22

Ascentis Wealth Management, LLC

NEW

Shares13

Change+13

Value$199

Filed 2026-11-03

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$15 (+$2)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 19,024

Change-19,024 (-100%)

Value$0 (-$247.5K)

Filed 2026-10-16

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$9.8K)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 163

Change-163 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$585)

Filed 2026-10-07

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$247)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 3,803,232

Change-3,803,232 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 3,062,517

Change-3,062,517 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 2,640,214

Change-2,640,214 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 2,198,000

Change-2,198,000 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 1,969,835

Change-1,969,835 (-100%)

Value—

Broadfin Holdings LLC

N/A

Shares— from 1,818,533

Change-1,818,533 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,694,716

Change-1,694,716 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,199,358

Change-1,199,358 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,020,658

Change-1,020,658 (-100%)

Value—

State Street Corp

N/A

Shares— from 958,167

Change-958,167 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 926,711

Change-926,711 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 806,678

Change-806,678 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 783,125

Change-783,125 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 733,883

Change-733,883 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 692,534

Change-692,534 (-100%)

Value—

Paradigm Capital Management Inc

N/A

Shares— from 671,200

Change-671,200 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 589,157

Change-589,157 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 488,261

Change-488,261 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 440,844

Change-440,844 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 420,378

Change-420,378 (-100%)

Value—

Western Standard LLC

N/A

Shares— from 387,188

Change-387,188 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 382,917

Change-382,917 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 374,029

Change-374,029 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 345,143

Change-345,143 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 329,727

Change-329,727 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 306,260

Change-306,260 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 292,510

Change-292,510 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 276,915

Change-276,915 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 276,500

Change-276,500 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 276,435

Change-276,435 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 258,569

Change-258,569 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 258,314

Change-258,314 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 220,775

Change-220,775 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 219,224

Change-219,224 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 192,926

Change-192,926 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 185,844

Change-185,844 (-100%)

Value—

Moore Capital Management, LP

N/A

Shares— from 183,099

Change-183,099 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 154,379

Change-154,379 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 144,464

Change-144,464 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 121,273

Change-121,273 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 117,269

Change-117,269 (-100%)

Value—

FMR LLC

N/A

Shares— from 104,516

Change-104,516 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 104,155

Change-104,155 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 99,402

Change-99,402 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 98,538

Change-98,538 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 97,844

Change-97,844 (-100%)

Value—

UBS Group AG

N/A

Shares— from 84,187

Change-84,187 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 72,374

Change-72,374 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 70,190

Change-70,190 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 64,905

Change-64,905 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 64,098

Change-64,098 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 62,710

Change-62,710 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 55,054

Change-55,054 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 49,709

Change-49,709 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 45,248

Change-45,248 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 41,030

Change-41,030 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 40,567

Change-40,567 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 37,626

Change-37,626 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 36,536

Change-36,536 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 34,919

Change-34,919 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 32,900

Change-32,900 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 32,489

Change-32,489 (-100%)

Value—

Barclays PLC

N/A

Shares— from 32,459

Change-32,459 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 32,203

Change-32,203 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 31,274

Change-31,274 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 28,061

Change-28,061 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 27,526

Change-27,526 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 27,068

Change-27,068 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 26,726

Change-26,726 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 24,203

Change-24,203 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,094

Change-22,094 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 21,488

Change-21,488 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 21,084

Change-21,084 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 19,555

Change-19,555 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 19,453

Change-19,453 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 18,464

Change-18,464 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 17,418

Change-17,418 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 17,138

Change-17,138 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,115

Change-14,115 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 14,079

Change-14,079 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 13,866

Change-13,866 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,484

Change-12,484 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 12,368

Change-12,368 (-100%)

Value—

Stoneridge Investment Partners LLC

N/A

Shares— from 12,298

Change-12,298 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 12,125

Change-12,125 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 11,932

Change-11,932 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 11,486

Change-11,486 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 11,476

Change-11,476 (-100%)

Value—

Coldstream Capital Management Inc

N/A

Shares— from 11,475

Change-11,475 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,647

Change-10,647 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 10,264

Change-10,264 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 10,159

Change-10,159 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 9,362

Change-9,362 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,567

Change-7,567 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,321

Change-5,321 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 4,998

Change-4,998 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,950

Change-4,950 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,488

Change-3,488 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,326

Change-3,326 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,068

Change-3,068 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,895

Change-2,895 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,495

Change-2,495 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,401

Change-1,401 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,102

Change-1,102 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 512

Change-512 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 313

Change-313 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 299

Change-299 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 255

Change-255 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 231

Change-231 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 215

Change-215 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 180

Change-180 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 62

Change-62 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Weber Capital Management LLC	DECREASED	1,349,902	1,356,602	-6,700	0%	$17.6M	$20.8M	+$3.1M	2026-10-19
Dimensional Fund Advisors LP	DECREASED	949,285	969,497	-20,212	-2%	$12.6M	$14.6M	+$2.0M	2026-11-04
Bastion Asset Management Inc.	DECREASED	304,437	923,270	-618,833	-67%	$10.8M	$4.1M	-$6.7M	2026-11-05
Bank of New York Mellon Corp	INCREASED	124,844	124,450	+394	+0%	$1.6M	$1.9M	+$301.0K	2026-11-05
Y-Intercept (Hong Kong) Ltd	INCREASED	124,596	46,268	+78,328	+169%	$601.9K	$1.9M	+$1.3M	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	66,387	63,729	+2,658	+4%	$829.1K	$1.0M	+$191.9K	2026-11-05
Strs Ohio	INCREASED	62,900	50,800	+12,100	+24%	$660.9K	$967.4K	+$306.5K	2026-10-30
Atria Investments, Inc	INCREASED	48,344	45,208	+3,136	+7%	$588.2K	$743.5K	+$155.4K	2026-10-15
Moody National Bank Trust Division	UNCHANGED	47,927	47,927	0	0%	$623.5K	$737.1K	+$113.6K	2026-10-06
StoneX Group Inc.	DECREASED	41,339	43,561	-2,222	-5%	$566.7K	$637.9K	+$71.2K	2026-11-03
Assenagon Asset Management S.A.	UNCHANGED	27,727	27,727	0	0%	$360.7K	$426.4K	+$65.7K	2026-10-15
Wealth Effects LLC	INCREASED	20,750	17,350	+3,400	+20%	$225.7K	$319.1K	+$93.4K	2026-10-23
Creative Planning	INCREASED	16,521	13,973	+2,548	+18%	$181.8K	$254.1K	+$72.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	16,263	13,730	+2,533	+18%	$175.6K	$182.6K	+$7.0K	2026-10-13
Citigroup Inc	DECREASED	15,009	17,313	-2,304	-13%	$225.2K	$230.8K	+$5.6K	2026-11-04
State of Wyoming	INCREASED	14,750	5,533	+9,217	+167%	$72.0K	$226.9K	+$154.9K	2026-10-28
IFP Advisors, Inc	INCREASED	4,042	3,897	+145	+4%	$50.7K	$62.2K	+$11.5K	2026-10-16
Washington Trust Advisors, Inc.	UNCHANGED	3,900	3,900	0	0%	$50.7K	$60.0K	+$9.2K	2026-10-22
Gamma Investing LLC	INCREASED	2,902	2,184	+718	+33%	$28.4K	$44.6K	+$16.2K	2026-10-08
Pinnacle Wealth Planning Services, Inc.	NEW	2,616	—	+2,616	—	—	$40.2K	—	2026-10-27
State of Alaska, Department of Revenue	DECREASED	1,834	2,299	-465	-20%	$29	$28.0K	+$28.0K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	1,042	2,147	-1,105	-51%	$28.0K	$16.0K	-$11.9K	2026-10-08
Sterling Capital Management LLC	INCREASED	847	600	+247	+41%	$7.8K	$13.0K	+$5.2K	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	803	803	0	0%	$10.4K	$12.4K	+$1.9K	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	660	1,000	-340	-34%	$13.0K	$10.2K	-$2.9K	2026-11-04
SJS Investment Consulting Inc.	INCREASED	605	46	+559	+1215%	$599	$9.3K	+$8.7K	2026-10-26
Exchange Traded Concepts, LLC	NEW	421	—	+421	—	—	$6.5K	—	2026-10-28
Versant Capital Management, Inc	UNCHANGED	397	397	0	0%	$5.2K	$6.1K	+$941	2026-10-02
US Bancorp \de\	UNCHANGED	329	329	0	0%	$4.3K	$5.1K	+$780	2026-11-05
Fortitude Family Office, LLC	NEW	312	—	+312	—	—	$4.8K	—	2026-10-14
Silver Grove Financial Group, Inc.	DECREASED	312	445	-133	-30%	$5.8K	$4.8K	-$990	2026-11-05
Fifth Third Bancorp	DECREASED	300	372	-72	-19%	$4.8K	$4.6K	-$228	2026-11-05
MassMutual Private Wealth & Trust, FSB	UNCHANGED	279	279	0	0%	$3.6K	$4.3K	+$661	2026-10-05
Root Financial Partners, LLC	NEW	221	—	+221	—	—	$3.4K	—	2026-10-21
Parallel Advisors, LLC	DECREASED	221	1,389	-1,168	-84%	$18.1K	$3.4K	-$14.7K	2026-11-03
First Horizon Corp	NEW	184	—	+184	—	—	$2.8K	—	2026-10-26
Hazlett, Burt & Watson, Inc.	UNCHANGED	157	157	0	0%	$2	$2	$0	2026-11-04
Essential Partners LLC	UNCHANGED	141	141	0	0%	$1.8K	$2.2K	+$335	2026-10-14
True Wealth Design, LLC	INCREASED	51	50	+1	+2%	$651	$785	+$134	2026-10-13
Provenance Wealth Advisors, LLC	NEW	43	—	+43	—	—	$661	—	2026-10-30
Assetmark, Inc	INCREASED	32	16	+16	+100%	$208	$492	+$284	2026-10-21
WPG Advisers, LLC	NEW	24	—	+24	—	—	$369	—	2026-10-27
Rossby Financial, LCC	NEW	20	—	+20	—	—	$308	—	2026-11-05
Larson Financial Group LLC	UNCHANGED	20	20	0	0%	$260	$308	+$48	2026-11-05
Inspire Investing, LLC	UNCHANGED	17	17	0	0%	$217	$257	+$40	2026-10-22
Ascentis Wealth Management, LLC	NEW	13	—	+13	—	—	$199	—	2026-11-03
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$13	$15	+$2	2026-10-22
Concurrent Investment Advisors, LLC	CLOSED	0	19,024	-19,024	-100%	$247.5K	$0	-$247.5K	2026-10-16
TD Waterhouse Canada Inc.	CLOSED	0	750	-750	-100%	$9.8K	$0	-$9.8K	2026-10-16
Simplex Trading, LLC	CLOSED	0	163	-163	-100%	$2.1K	$0	-$2.1K	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	45	-45	-100%	$585	$0	-$585	2026-10-07
Caitong International Asset Management Co., Ltd	CLOSED	0	19	-19	-100%	$247	$0	-$247	2026-10-29
BlackRock, Inc.	N/A	—	3,803,232	-3,803,232	-100%	$49.5M	—	—	—
Point72 Asset Management, L.P.	N/A	—	3,062,517	-3,062,517	-100%	$39.8M	—	—	—
Systematic Financial Management LP	N/A	—	2,640,214	-2,640,214	-100%	$34.3M	—	—	—
Armistice Capital, LLC	N/A	—	2,198,000	-2,198,000	-100%	$28.6M	—	—	—
Royce & Associates LP	N/A	—	1,969,835	-1,969,835	-100%	$25.6M	—	—	—
Broadfin Holdings LLC	N/A	—	1,818,533	-1,818,533	-100%	$23.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,694,716	-1,694,716	-100%	$22.0M	—	—	—
Nuveen, LLC	N/A	—	1,199,358	-1,199,358	-100%	$15.6M	—	—	—
Geode Capital Management, LLC	N/A	—	1,020,658	-1,020,658	-100%	$13.3M	—	—	—
State Street Corp	N/A	—	958,167	-958,167	-100%	$12.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	926,711	-926,711	-100%	$12.1M	—	—	—
Pier Capital, LLC	N/A	—	806,678	-806,678	-100%	$10.5M	—	—	—
Millennium Management LLC	N/A	—	783,125	-783,125	-100%	$10.2M	—	—	—
Renaissance Technologies LLC	N/A	—	733,883	-733,883	-100%	$9.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	692,534	-692,534	-100%	$9.0M	—	—	—
Paradigm Capital Management Inc	N/A	—	671,200	-671,200	-100%	$8.7M	—	—	—
AQR Capital Management LLC	N/A	—	589,157	-589,157	-100%	$7.7M	—	—	—
Acadian Asset Management LLC	N/A	—	488,261	-488,261	-100%	$6.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	440,844	-440,844	-100%	$5.7M	—	—	—
Marshall Wace, LLP	N/A	—	420,378	-420,378	-100%	$5.5M	—	—	—
Western Standard LLC	N/A	—	387,188	-387,188	-100%	$5.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	382,917	-382,917	-100%	$5.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	374,029	-374,029	-100%	$4.9M	—	—	—
Bank of America Corp	N/A	—	345,143	-345,143	-100%	$4.5M	—	—	—
Northern Trust Corp	N/A	—	329,727	-329,727	-100%	$4.3M	—	—	—
Two Sigma Investments, LP	N/A	—	306,260	-306,260	-100%	$4.0M	—	—	—
Phocas Financial Corp.	N/A	—	292,510	-292,510	-100%	$3.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	276,915	-276,915	-100%	$3.6M	—	—	—
Manatuck Hill Partners, LLC	N/A	—	276,500	-276,500	-100%	$3.6M	—	—	—
First Eagle Investment Management, LLC	N/A	—	276,435	-276,435	-100%	$3.6M	—	—	—
Panagora Asset Management Inc	N/A	—	258,569	-258,569	-100%	$3.4M	—	—	—
Morgan Stanley	N/A	—	258,314	-258,314	-100%	$3.4M	—	—	—
JPMorgan Chase & Co	N/A	—	220,775	-220,775	-100%	$2.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	219,224	-219,224	-100%	$2.9M	—	—	—
Kennedy Capital Management LLC	N/A	—	192,926	-192,926	-100%	$2.5M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	185,844	-185,844	-100%	$2.4M	—	—	—
Moore Capital Management, LP	N/A	—	183,099	-183,099	-100%	$2.4M	—	—	—
Lazard Asset Management LLC	N/A	—	154,379	-154,379	-100%	$2.0M	—	—	—
White Pine Capital LLC	N/A	—	144,464	-144,464	-100%	$1.9M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	121,273	-121,273	-100%	$1.6M	—	—	—
SEI Investments Co	N/A	—	117,269	-117,269	-100%	$1.5M	—	—	—
FMR LLC	N/A	—	104,516	-104,516	-100%	$1.4M	—	—	—
Globeflex Capital L P	N/A	—	104,155	-104,155	-100%	$1.4M	—	—	—
Ameriprise Financial Inc	N/A	—	99,402	-99,402	-100%	$1.3M	—	—	—
American Century Companies Inc	N/A	—	98,538	-98,538	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	97,844	-97,844	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	84,187	-84,187	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	72,374	-72,374	-100%	$942.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	70,190	-70,190	-100%	$913.2K	—	—	—
New York State Common Retirement Fund	N/A	—	64,905	-64,905	-100%	$844.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	64,098	-64,098	-100%	$834.0K	—	—	—
Quantinno Capital Management LP	N/A	—	62,710	-62,710	-100%	$815.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	55,054	-55,054	-100%	$716.3K	—	—	—
Rhumbline Advisers	N/A	—	49,709	-49,709	-100%	$646.7K	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	45,248	-45,248	-100%	$588.7K	—	—	—
XTX Topco Ltd	N/A	—	41,030	-41,030	-100%	$533.8K	—	—	—
Alliancebernstein L.P.	N/A	—	40,567	-40,567	-100%	$461.2K	—	—	—
Squarepoint Ops LLC	N/A	—	37,626	-37,626	-100%	$489.5K	—	—	—
Deutsche Bank Ag\	N/A	—	36,536	-36,536	-100%	$475.3K	—	—	—
Wells Fargo & Company	N/A	—	34,919	-34,919	-100%	$454.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	32,900	-32,900	-100%	$428.0K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	32,489	-32,489	-100%	$422.7K	—	—	—
Barclays PLC	N/A	—	32,459	-32,459	-100%	$422.3K	—	—	—
Trexquant Investment LP	N/A	—	32,203	-32,203	-100%	$419.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	31,274	-31,274	-100%	$406.9K	—	—	—
Aquatic Capital Management LLC	N/A	—	28,061	-28,061	-100%	$365.1K	—	—	—
HSBC Holdings PLC	N/A	—	27,526	-27,526	-100%	$356.5K	—	—	—
IEQ Capital, LLC	N/A	—	27,068	-27,068	-100%	$352.2K	—	—	—
Mariner, LLC	N/A	—	26,726	-26,726	-100%	$347.7K	—	—	—
Franklin Resources Inc	N/A	—	24,203	-24,203	-100%	$314.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	22,094	-22,094	-100%	$287.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	21,488	-21,488	-100%	$279.6K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	21,084	-21,084	-100%	$274.3K	—	—	—
Jump Financial, LLC	N/A	—	19,555	-19,555	-100%	$254.4K	—	—	—
Tudor Investment Corp ET AL	N/A	—	19,453	-19,453	-100%	$253.1K	—	—	—
Cerity Partners LLC	N/A	—	18,464	-18,464	-100%	$240.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	17,418	-17,418	-100%	$226.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	17,138	-17,138	-100%	$223.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,115	-14,115	-100%	$183.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	14,079	-14,079	-100%	$183.2K	—	—	—
Brevan Howard Capital Management LP	N/A	—	13,866	-13,866	-100%	$180.4K	—	—	—
Citadel Advisors LLC	N/A	—	12,484	-12,484	-100%	$162.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	12,368	-12,368	-100%	$160.9K	—	—	—
Stoneridge Investment Partners LLC	N/A	—	12,298	-12,298	-100%	$182	—	—	—
Balyasny Asset Management L.P.	N/A	—	12,125	-12,125	-100%	$157.7K	—	—	—
Diversified Trust Co	N/A	—	11,932	-11,932	-100%	$155.2K	—	—	—
Prudential Financial Inc	N/A	—	11,486	-11,486	-100%	$149.4K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	11,476	-11,476	-100%	$149.3K	—	—	—
Coldstream Capital Management Inc	N/A	—	11,475	-11,475	-100%	$149.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,647	-10,647	-100%	$138.5K	—	—	—
Intech Investment Management LLC	N/A	—	10,264	-10,264	-100%	$133.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	10,159	-10,159	-100%	$132.2K	—	—	—
SG Americas Securities, LLC	N/A	—	9,362	-9,362	-100%	$122.0K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,567	-7,567	-100%	$98.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,321	-5,321	-100%	$69.2K	—	—	—
National Bank of Canada	N/A	—	4,998	-4,998	-100%	$64.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,950	-4,950	-100%	$64.4K	—	—	—
Legal & General Group Plc	N/A	—	3,488	-3,488	-100%	$45.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,326	-3,326	-100%	$43.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,068	-3,068	-100%	$39.9K	—	—	—
Arax Advisory Partners	N/A	—	2,895	-2,895	-100%	$37.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,495	-2,495	-100%	$32.5K	—	—	—
Allworth Financial LP	N/A	—	1,401	-1,401	-100%	$18.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,102	-1,102	-100%	$14.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,100	-1,100	-100%	$14.7K	—	—	—
California State Teachers Retirement System	N/A	—	512	-512	-100%	$6.7K	—	—	—
BFC Planning, Inc.	N/A	—	500	-500	-100%	$6.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	313	-313	-100%	$4.1K	—	—	—
Brown Brothers Harriman & Co	N/A	—	299	-299	-100%	$3.9K	—	—	—
SHP Wealth Management	N/A	—	255	-255	-100%	$3.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	231	-231	-100%	$3.0K	—	—	—
Rothschild Investment LLC	N/A	—	215	-215	-100%	$2.8K	—	—	—
Bessemer Group Inc	N/A	—	180	-180	-100%	$2	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	88	-88	-100%	$1.1K	—	—	—
Bellevue Asset Management, LLC	N/A	—	84	-84	-100%	$1.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	62	-62	-100%	$808	—	—	—
JPL Wealth Management, LLC	N/A	—	8	-8	-100%	$105	—	—	—
Global Retirement Partners, LLC	N/A	—	4	-4	-100%	$52	—	—	—

Showing 170 of 170 institutions