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Apartment Invt & Mgmt Co (AIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thompson Siegel & Walmsley LLC
INCREASED
Shares4,608,759 from 2,702,305
Change+1,906,454 (+71%)
Value$9.1M (+$1.1M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,660,991 from 1,633,396
Change+27,595 (+2%)
Value$3.3M (-$1.6M)
Filed 2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED
Shares761,081 from 516,105
Change+244,976 (+47%)
Value$1.5M (-$25.9K)
Filed 2026-11-04
MacKenzie Financial Corp
NEW
Shares469,957
Change+469,957
Value$930.5K
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares293,694 from 281,194
Change+12,500 (+4%)
Value$581.5K (-$252.5K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares125,547 from 44,924
Change+80,623 (+179%)
Value$248.6K (+$115.2K)
Filed 2026-11-02
Merited Wealth, LLC
NEW
Shares111,283
Change+111,283
Value$220.3K
Filed 2026-10-13
Evergreen Capital Management LLC
DECREASED
Shares109,994 from 152,585
Change-42,591 (-28%)
Value$217.8K (-$235.4K)
Filed 2026-10-23
OP Asset Management Ltd
INCREASED
Shares98,186 from 80,564
Change+17,622 (+22%)
Value$194.4K (-$44.9K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares91,440 from 13,480
Change+77,960 (+578%)
Value$181.1K (+$141.0K)
Filed 2026-10-23
Barclays PLC
DECREASED
Shares63,753 from 65,993
Change-2,240 (-3%)
Value$126.2K (-$69.8K)
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
NEW
Shares44,043
Change+44,043
Value$87.2K
Filed 2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED
Shares42,050 from 42,050
Change0 (0%)
Value$83.3K (-$41.6K)
Filed 2026-11-05
Forum Financial Management, LP
NEW
Shares35,663
Change+35,663
Value$70.6K
Filed 2026-10-16
Savant Capital, LLC
NEW
Shares27,492
Change+27,492
Value$54.4K
Filed 2026-11-06
T3 Companies, LLC
DECREASED
Shares25,000 from 30,000
Change-5,000 (-17%)
Value$49.5K (-$39.6K)
Filed 2026-10-22
State of Wyoming
DECREASED
Shares23,150 from 48,657
Change-25,507 (-52%)
Value$45.8K (-$98.7K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares20,704
Change+20,704
Value$41.0K
Filed 2026-10-30
Old Port Advisors
NEW
Shares18,159
Change+18,159
Value$36.0K
Filed 2026-10-23
Abacus Wealth Partners, LLC
NEW
Shares16,600
Change+16,600
Value$32.9K
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares15,763 from 485
Change+15,278 (+3150%)
Value$31.2K (+$29.8K)
Filed 2026-11-03
Sage Investment Counsel LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$29.7K (-$14.9K)
Filed 2026-10-26
Integrity Alliance, Llc.
NEW
Shares12,500
Change+12,500
Value$24.8K
Filed 2026-10-29
FNY Investment Advisers, LLC
DECREASED
Shares11,200 from 16,600
Change-5,400 (-33%)
Value$22.0K (-$27.0K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
NEW
Shares10,779
Change+10,779
Value$21.3K
Filed 2026-10-08
Lee Financial Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$19.8K (-$9.9K)
Filed 2026-10-16
State of Alaska, Department of Revenue
UNCHANGED
Shares7,554 from 7,554
Change0 (0%)
Value$14 (-$8)
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares6,885 from 39,844
Change-32,959 (-83%)
Value$13.6K (-$104.7K)
Filed 2026-11-06
Marquette Asset Management, LLC
NEW
Shares3,052
Change+3,052
Value$6.0K
Filed 2026-10-09
DeDora Capital, Inc.
NEW
Shares2,870
Change+2,870
Value$5.7K
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares2,695 from 8,734
Change-6,039 (-69%)
Value$5.3K (-$20.6K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares1,470 from 63,226
Change-61,756 (-98%)
Value$2.9K (-$184.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares1,466 from 218
Change+1,248 (+572%)
Value$2.9K (+$2.3K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares837 from 3,399
Change-2,562 (-75%)
Value$1.7K (-$8.4K)
Filed 2026-11-06
Bell Investment Advisors, Inc
NEW
Shares782
Change+782
Value$1.5K
Filed 2026-10-29
Abound Wealth Management
NEW
Shares643
Change+643
Value$1.3K
Filed 2026-10-26
Avion Wealth
INCREASED
Shares624 from 356
Change+268 (+75%)
Value$1 ($0)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares574 from 144
Change+430 (+299%)
Value$1.1K (+$709)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$1.6K ($0)
Filed 2026-11-06
Investors Research Corp
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$980 (-$490)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares467 from 573
Change-106 (-18%)
Value$924 (-$778)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$570 (-$285)
Filed 2026-11-05
Hilltop National Bank
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$523 (-$261)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$490 (-$244)
Filed 2026-10-15
North Star Investment Management Corp.
NEW
Shares203
Change+203
Value$402
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares194 from 122
Change+72 (+59%)
Value$384 (+$22)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares159
Change+159
Value$315
Filed 2026-10-21
UMB Bank, n.a.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$281 (-$141)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
NEW
Shares130
Change+130
Value$258
Filed 2026-10-20
James T. Borello RIA
NEW
Shares119
Change+119
Value$236
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$48 (-$23)
Filed 2026-10-28
Canton Hathaway, LLC
NEW
Shares13
Change+13
Value$26
Filed 2026-10-23
Inspire Investing, LLC
DECREASED
Shares9 from 227,048
Change-227,039 (-100%)
Value$18 (-$674.3K)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
CLOSED
Shares0 from 138,773
Change-138,773 (-100%)
Value$0 (-$412.2K)
Filed 2026-11-05
Arizona State Retirement System
CLOSED
Shares0 from 35,728
Change-35,728 (-100%)
Value$0 (-$106.1K)
Filed 2026-11-03
Diversified Trust Co
CLOSED
Shares0 from 20,698
Change-20,698 (-100%)
Value$0 (-$61.5K)
Filed 2026-11-06
Pictet Asset Management Holding SA
CLOSED
Shares0 from 19,926
Change-19,926 (-100%)
Value$0 (-$59.2K)
Filed 2026-11-03
Amundi
CLOSED
Shares0 from 15,426
Change-15,426 (-100%)
Value$0 (-$45.8K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 14,332
Change-14,332 (-100%)
Value$0 (-$42.6K)
Filed 2026-10-16
StoneX Group Inc.
CLOSED
Shares0 from 10,980
Change-10,980 (-100%)
Value$0 (-$32.6K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 4,014
Change-4,014 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-20
Larson Financial Group LLC
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 1,762
Change-1,762 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-26
Versant Capital Management, Inc
CLOSED
Shares0 from 1,006
Change-1,006 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-03
Fortitude Family Office, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$244)
Filed 2026-10-14
Price T Rowe Associates Inc
N/A
Shares— from 17,156,764
Change-17,156,764 (-100%)
Value—
Madison Avenue Partners, LP
N/A
Shares— from 12,374,991
Change-12,374,991 (-100%)
Value—
Newtyn Management, LLC
N/A
Shares— from 12,200,000
Change-12,200,000 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 8,150,456
Change-8,150,456 (-100%)
Value—
Owl Creek Asset Management, L.P.
N/A
Shares— from 5,927,644
Change-5,927,644 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,878,027
Change-5,878,027 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 4,728,679
Change-4,728,679 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,504,386
Change-4,504,386 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 4,459,396
Change-4,459,396 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,847,592
Change-3,847,592 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,191,495
Change-3,191,495 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,306,732
Change-2,306,732 (-100%)
Value—
683 Capital Management, LLC
N/A
Shares— from 2,100,000
Change-2,100,000 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 2,027,500
Change-2,027,500 (-100%)
Value—
Landmark Investment Partners, L.P.
N/A
Shares— from 1,981,897
Change-1,981,897 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,676,686
Change-1,676,686 (-100%)
Value—
Irenic Capital Management LPA
N/A
Shares— from 1,398,460
Change-1,398,460 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 1,277,578
Change-1,277,578 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,149,070
Change-1,149,070 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 1,125,000
Change-1,125,000 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,044,965
Change-1,044,965 (-100%)
Value—
Meros Investment Management, LP
N/A
Shares— from 967,132
Change-967,132 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 850,000
Change-850,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 835,328
Change-835,328 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 833,831
Change-833,831 (-100%)
Value—
State Street Corp
N/A
Shares— from 721,251
Change-721,251 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 650,000
Change-650,000 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 561,125
Change-561,125 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 541,536
Change-541,536 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 538,118
Change-538,118 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 533,239
Change-533,239 (-100%)
Value—
Bulldog Investors, LLPA
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 494,935
Change-494,935 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 489,096
Change-489,096 (-100%)
Value—
Northern Right Capital Management, L.P.
N/A
Shares— from 479,342
Change-479,342 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 472,960
Change-472,960 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 405,953
Change-405,953 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 358,357
Change-358,357 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 351,334
Change-351,334 (-100%)
Value—
Yakira Capital Management, Inc.
N/A
Shares— from 345,657
Change-345,657 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 318,315
Change-318,315 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 269,647
Change-269,647 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 259,884
Change-259,884 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 226,021
Change-226,021 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 208,314
Change-208,314 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 204,028
Change-204,028 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 189,010
Change-189,010 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 174,551
Change-174,551 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 161,603
Change-161,603 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 140,395
Change-140,395 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 126,957
Change-126,957 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 126,089
Change-126,089 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 112,123
Change-112,123 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 98,458
Change-98,458 (-100%)
Value—
UBS Group AG
N/A
Shares— from 91,596
Change-91,596 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 88,812
Change-88,812 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 88,393
Change-88,393 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 81,947
Change-81,947 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 81,806
Change-81,806 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 81,207
Change-81,207 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 80,574
Change-80,574 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 74,691
Change-74,691 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 65,830
Change-65,830 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 64,229
Change-64,229 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 60,990
Change-60,990 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 60,881
Change-60,881 (-100%)
Value—
Worth Venture Partners, LLC
N/A
Shares— from 57,900
Change-57,900 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 55,667
Change-55,667 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 52,111
Change-52,111 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 50,325
Change-50,325 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 48,530
Change-48,530 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 41,741
Change-41,741 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 40,235
Change-40,235 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 36,166
Change-36,166 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 31,815
Change-31,815 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 31,744
Change-31,744 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,029
Change-29,029 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 28,915
Change-28,915 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 26,623
Change-26,623 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 23,327
Change-23,327 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,012
Change-22,012 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 21,915
Change-21,915 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 21,764
Change-21,764 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 16,223
Change-16,223 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,947
Change-13,947 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 140
Change-140 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 121
Change-121 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 0
Change0
Value—
Status
Thompson Siegel & Walmsley LLC
INCREASED4,608,7592,702,305+1,906,454+71%$8.0M$9.1M+$1.1M2026-11-05
LPL Financial LLC
INCREASED1,660,9911,633,396+27,595+2%$4.9M$3.3M-$1.6M2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED761,081516,105+244,976+47%$1.5M$1.5M-$25.9K2026-11-04
MacKenzie Financial Corp
NEW469,957—+469,957——$930.5K—2026-11-02
Geode Capital Management, LLC
INCREASED293,694281,194+12,500+4%$834.0K$581.5K-$252.5K2026-11-06
Creative Planning
INCREASED125,54744,924+80,623+179%$133.4K$248.6K+$115.2K2026-11-02
Merited Wealth, LLC
NEW111,283—+111,283——$220.3K—2026-10-13
Evergreen Capital Management LLC
DECREASED109,994152,585-42,591-28%$453.2K$217.8K-$235.4K2026-10-23
OP Asset Management Ltd
INCREASED98,18680,564+17,622+22%$239.3K$194.4K-$44.9K2026-11-05
Signaturefd, LLC
INCREASED91,44013,480+77,960+578%$40.0K$181.1K+$141.0K2026-10-23
Barclays PLC
DECREASED63,75365,993-2,240-3%$196.0K$126.2K-$69.8K2026-11-06
Ullmann Wealth Partners Group, LLC
NEW44,043—+44,043——$87.2K—2026-11-02
Clear Harbor Asset Management, LLC
UNCHANGED42,05042,05000%$124.9K$83.3K-$41.6K2026-11-05
Forum Financial Management, LP
NEW35,663—+35,663——$70.6K—2026-10-16
Savant Capital, LLC
NEW27,492—+27,492——$54.4K—2026-11-06
T3 Companies, LLC
DECREASED25,00030,000-5,000-17%$89.1K$49.5K-$39.6K2026-10-22
State of Wyoming
DECREASED23,15048,657-25,507-52%$144.5K$45.8K-$98.7K2026-10-28
Achmea Investment Management B.V.
NEW20,704—+20,704——$41.0K—2026-10-30
Old Port Advisors
NEW18,159—+18,159——$36.0K—2026-10-23
Abacus Wealth Partners, LLC
NEW16,600—+16,600——$32.9K—2026-11-03
Parallel Advisors, LLC
INCREASED15,763485+15,278+3150%$1.4K$31.2K+$29.8K2026-11-03
Sage Investment Counsel LLC
UNCHANGED15,00015,00000%$44.6K$29.7K-$14.9K2026-10-26
Integrity Alliance, Llc.
NEW12,500—+12,500——$24.8K—2026-10-29
FNY Investment Advisers, LLC
DECREASED11,20016,600-5,400-33%$49.0K$22.0K-$27.0K2026-10-16
Valeo Financial Advisors, LLC
NEW10,779—+10,779——$21.3K—2026-10-08
Lee Financial Co
UNCHANGED10,00010,00000%$29.7K$19.8K-$9.9K2026-10-16
State of Alaska, Department of Revenue
UNCHANGED7,5547,55400%$22$14-$82026-10-15
Russell Investments Group, Ltd.
DECREASED6,88539,844-32,959-83%$118.3K$13.6K-$104.7K2026-11-06
Marquette Asset Management, LLC
NEW3,052—+3,052——$6.0K—2026-10-09
DeDora Capital, Inc.
NEW2,870—+2,870——$5.7K—2026-10-26
Simplex Trading, LLC
DECREASED2,6958,734-6,039-69%$25.9K$5.3K-$20.6K2026-11-04
Citigroup Inc
DECREASED1,47063,226-61,756-98%$187.8K$2.9K-$184.9K2026-11-04
IFP Advisors, Inc
INCREASED1,466218+1,248+572%$647$2.9K+$2.3K2026-10-16
PNC Financial Services Group, Inc.
DECREASED8373,399-2,562-75%$10.1K$1.7K-$8.4K2026-11-06
Bell Investment Advisors, Inc
NEW782—+782——$1.5K—2026-10-29
Abound Wealth Management
NEW643—+643——$1.3K—2026-10-26
Avion Wealth
INCREASED624356+268+75%$1$1$02026-11-04
Farther Finance Advisors, LLC
INCREASED574144+430+299%$427$1.1K+$7092026-10-08
Allworth Financial LP
UNCHANGED54754700%$1.6K$1.6K$02026-11-06
Investors Research Corp
UNCHANGED49549500%$1.5K$980-$4902026-10-07
EverSource Wealth Advisors, LLC
DECREASED467573-106-18%$1.7K$924-$7782026-11-04
Fifth Third Bancorp
UNCHANGED28828800%$855$570-$2852026-11-05
Hilltop National Bank
UNCHANGED26426400%$784$523-$2612026-10-14
Pacific Center for Financial Services
UNCHANGED24724700%$734$490-$2442026-10-15
North Star Investment Management Corp.
NEW203—+203——$402—2026-10-27
Bare Financial Services, Inc
INCREASED194122+72+59%$362$384+$222026-11-04
Root Financial Partners, LLC
NEW159—+159——$315—2026-10-21
UMB Bank, n.a.
UNCHANGED14214200%$422$281-$1412026-11-06
Physician Wealth Advisors, Inc.
NEW130—+130——$258—2026-10-20
James T. Borello RIA
NEW119—+119——$236—2026-10-16
Evolution Wealth Management Inc.
UNCHANGED242400%$71$48-$232026-10-28
Canton Hathaway, LLC
NEW13—+13——$26—2026-10-23
Inspire Investing, LLC
DECREASED9227,048-227,039-100%$674.3K$18-$674.3K2026-10-22
State of New Jersey Common Pension Fund D
CLOSED0138,773-138,773-100%$412.2K$0-$412.2K2026-11-05
Arizona State Retirement System
CLOSED035,728-35,728-100%$106.1K$0-$106.1K2026-11-03
Diversified Trust Co
CLOSED020,698-20,698-100%$61.5K$0-$61.5K2026-11-06
Pictet Asset Management Holding SA
CLOSED019,926-19,926-100%$59.2K$0-$59.2K2026-11-03
Amundi
CLOSED015,426-15,426-100%$45.8K$0-$45.8K2026-11-06
Y-Intercept (Hong Kong) Ltd
CLOSED014,332-14,332-100%$42.6K$0-$42.6K2026-10-16
StoneX Group Inc.
CLOSED010,980-10,980-100%$32.6K$0-$32.6K2026-11-03
Nisa Investment Advisors, LLC
CLOSED04,014-4,014-100%$11.9K$0-$11.9K2026-10-20
Larson Financial Group LLC
CLOSED02,100-2,100-100%$6.2K$0-$6.2K2026-11-05
GF Fund Management Co. Ltd.
CLOSED01,762-1,762-100%$5.2K$0-$5.2K2026-10-26
Versant Capital Management, Inc
CLOSED01,006-1,006-100%$3.0K$0-$3.0K2026-10-02
Mirae Asset Global Investments Co., Ltd.
CLOSED0533-533-100%$1.6K$0-$1.6K2026-11-03
Fortitude Family Office, LLC
CLOSED082-82-100%$244$0-$2442026-10-14
Price T Rowe Associates Inc
N/A—17,156,764-17,156,764-100%$51.0M———
Madison Avenue Partners, LP
N/A—12,374,991-12,374,991-100%$36.8M———
Newtyn Management, LLC
N/A—12,200,000-12,200,000-100%$36.2M———
Weiss Asset Management LP
N/A—8,150,456-8,150,456-100%$24.2M———
Owl Creek Asset Management, L.P.
N/A—5,927,644-5,927,644-100%$17.6M———
Vanguard Portfolio Management LLC
N/A—5,878,027-5,878,027-100%$17.5M———
Two Sigma Investments, LP
N/A—4,728,679-4,728,679-100%$14.0M———
Vanguard Capital Management LLC
N/A—4,504,386-4,504,386-100%$13.4M———
Mangrove Partners IM, LLC
N/A—4,459,396-4,459,396-100%$13.2M———
BlackRock, Inc.
N/A—3,847,592-3,847,592-100%$11.4M———
Qube Research & Technologies Ltd
N/A—3,191,495-3,191,495-100%$9.5M———
SummitTX Capital, L.P.
N/A—2,306,732-2,306,732-100%$6.9M———
683 Capital Management, LLC
N/A—2,100,000-2,100,000-100%$6.2M———
Zimmer Partners, LP
N/A—2,027,500-2,027,500-100%$6.0M———
Landmark Investment Partners, L.P.
N/A—1,981,897-1,981,897-100%$5.1M———
Verition Fund Management LLC
N/A—1,676,686-1,676,686-100%$5.0M———
Irenic Capital Management LPA
N/A—1,398,460-1,398,460-100%$4.2M———
DLD Asset Management, LP
N/A—1,277,578-1,277,578-100%$3.8M———
Tudor Investment Corp ET AL
N/A—1,149,070-1,149,070-100%$3.4M———
Union Square Park Capital Management, LLC
N/A—1,125,000-1,125,000-100%$3.3M———
HRT Financial LP
N/A—1,044,965-1,044,965-100%$3.1M———
Meros Investment Management, LP
N/A—967,132-967,132-100%$2.9M———
Alberta Investment Management Corp
N/A—850,000-850,000-100%$2.5M———
Citadel Advisors LLC
N/A—835,328-835,328-100%$2.5M———
Jane Street Group, LLC
N/A—833,831-833,831-100%$2.5M———
State Street Corp
N/A—721,251-721,251-100%$2.1M———
Greenland Capital Management LP
N/A—650,000-650,000-100%$1.9M———
LMR Partners LLP
N/A—561,125-561,125-100%$1.7M———
GSA Capital Partners LLP
N/A—541,536-541,536-100%$1.6M———
Morgan Stanley
N/A—538,118-538,118-100%$1.6M———
Susquehanna International Group, LLP
N/A—533,239-533,239-100%$1.6M———
Bulldog Investors, LLPA
N/A—500,000-500,000-100%$1.5M———
Quinn Opportunity Partners LLC
N/A—494,935-494,935-100%$1.5M———
Bleakley Financial Group, LLC
N/A—489,096-489,096-100%$1.5M———
Northern Right Capital Management, L.P.
N/A—479,342-479,342-100%$1.4M———
HSBC Holdings PLC
N/A—472,960-472,960-100%$1.4M———
Cantor Fitzgerald, L. P.
N/A—450,000-450,000-100%$1.3M———
Goldman Sachs Group Inc
N/A—405,953-405,953-100%$1.2M———
JPMorgan Chase & Co
N/A—358,357-358,357-100%$1.1M———
UBS Asset Management Americas LLC
N/A—351,334-351,334-100%$1.0M———
Yakira Capital Management, Inc.
N/A—345,657-345,657-100%$1.0M———
Gabelli & Co Investment Advisers, Inc.
N/A—318,315-318,315-100%$945.4K———
Millennium Management LLC
N/A—269,647-269,647-100%$800.9K———
Swiss National Bank
N/A—259,884-259,884-100%$771.9K———
Gabelli Funds LLC
N/A—226,021-226,021-100%$671.3K———
Engineers Gate Manager LP
N/A—208,314-208,314-100%$618.7K———
Northern Trust Corp
N/A—204,028-204,028-100%$606.0K———
Alpine Global Management, LLC
N/A—200,000-200,000-100%$594.0K———
Arrowstreet Capital, Limited Partnership
N/A—189,010-189,010-100%$561.4K———
DRW Securities, LLC
N/A—174,551-174,551-100%$518.4K———
Invesco Ltd.
N/A—161,603-161,603-100%$480.0K———
Squarepoint Ops LLC
N/A—140,395-140,395-100%$417.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—126,957-126,957-100%$377.1K———
California State Teachers Retirement System
N/A—126,089-126,089-100%$374.5K———
Vanguard Fiduciary Trust Co
N/A—112,123-112,123-100%$333.0K———
Caldwell Sutter Capital, Inc.
N/A—98,458-98,458-100%$292.4K———
UBS Group AG
N/A—91,596-91,596-100%$272.0K———
Vanguard Asset Management, Ltd
N/A—88,812-88,812-100%$263.8K———
Legal & General Group Plc
N/A—88,393-88,393-100%$262.5K———
Jain Global LLC
N/A—81,947-81,947-100%$243.4K———
Canada Life Assurance Co
N/A—81,806-81,806-100%$242.0K———
XTX Topco Ltd
N/A—81,207-81,207-100%$241.2K———
Boothbay Fund Management, LLC
N/A—80,574-80,574-100%$239.3K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—74,691-74,691-100%$221.8K———
Jupiter Topco LLC
N/A—65,830-65,830-100%$195.2K———
AQR Capital Management LLC
N/A—64,229-64,229-100%$190.8K———
Jacobs Levy Equity Management, Inc
N/A—60,990-60,990-100%$181.1K———
Tidal Investments LLC
N/A—60,881-60,881-100%$180.8K———
Worth Venture Partners, LLC
N/A—57,900-57,900-100%$172.0K———
Balyasny Asset Management L.P.
N/A—55,667-55,667-100%$165.3K———
Vanguard Personalized Indexing Management, LLC
N/A—52,111-52,111-100%$154.8K———
GTS Securities LLC
N/A—50,325-50,325-100%$149.5K———
Bank of America Corp
N/A—48,530-48,530-100%$144.1K———
Quantinno Capital Management LP
N/A—41,741-41,741-100%$124.0K———
Avise Financial Cooperative, Inc.
N/A—40,235-40,235-100%$119.5K———
Quantbot Technologies LP
N/A—36,166-36,166-100%$107.4K———
Vanguard Investments Australia, Ltd.
N/A—31,815-31,815-100%$94.5K———
Macquarie Group LTD
N/A—31,744-31,744-100%$94.3K———
Mercer Global Advisors Inc
N/A—29,029-29,029-100%$86.2K———
KLP Kapitalforvaltning AS
N/A—28,915-28,915-100%$85.9K———
Vestcor Inc
N/A—26,623-26,623-100%$79.0K———
BNP Paribas Financial Markets
N/A—23,327-23,327-100%$69.3K———
Cetera Investment Advisers
N/A—22,012-22,012-100%$65.4K———
Allianz Asset Management GmbH
N/A—21,915-21,915-100%$65.1K———
ExodusPoint Capital Management, LP
N/A—21,764-21,764-100%$64.6K———
Corsair Capital Management, L.P.
N/A—20,000-20,000-100%$59.4K———
Victory Capital Management Inc
N/A—16,223-16,223-100%$48.2K———
State of Wisconsin Investment Board
N/A—15,814-15,814-100%$47.0K———
Royal Bank of Canada
N/A—13,947-13,947-100%$42.0K———
Doheny Asset Management
N/A—13,000-13,000-100%$39———
Bessemer Group Inc
N/A—7,634-7,634-100%$23———
Jones Financial Companies Lllp
N/A—6,695-6,695-100%$19.9K———
Tower Research Capital LLC (TRC)
N/A—4,555-4,555-100%$13.5K———
FMR LLC
N/A—3,088-3,088-100%$9.2K———
Osaic Holdings, Inc.
N/A—2,760-2,760-100%$8.2K———
Arax Advisory Partners
N/A—2,304-2,304-100%$6.8K———
Rockefeller Capital Management L.P.
N/A—2,009-2,009-100%$6.0K———
Quarry LP
N/A—1,070-1,070-100%$3.2K———
Group One Trading LLC
N/A—649-649-100%$1.9K———
Quent Capital, LLC
N/A—605-605-100%$1.8K———
Global Retirement Partners, LLC
N/A—584-584-100%$1.7K———
Cornerstone Financial Management LLC
N/A—287-287-100%$852———
Wells Fargo & Company
N/A—140-140-100%$415———
Oakmont Advisory Group, LLC
N/A—125-125-100%$371———
Harbour Investments, Inc.
N/A—121-121-100%$359———
Optiver Holding B.V.
N/A—50-50-100%$148———
Steward Partners Investment Advisory, LLC
N/A—48-48-100%$143———
Rhumbline Advisers
N/A—00—$0———
Showing 174 of 174 institutions