Arrow Financial Corp (AROW)

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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Arrow Financial Corp

DECREASED

Shares1,833,064 from 1,859,963

Change-26,899 (-1%)

Value$67.5M (-$8.7M)

Filed 2026-10-26

Dimensional Fund Advisors LP

INCREASED

Shares731,020 from 725,492

Change+5,528 (+1%)

Value$26.9M (-$2.8M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares88,966 from 89,370

Change-404 (0%)

Value$3.3M (-$384.9K)

Filed 2026-11-05

Trust Co of Vermont

UNCHANGED

Shares54,365 from 54,365

Change0 (0%)

Value$2.0M (-$225.1K)

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares25,016 from 24,999

Change+17 (+0%)

Value$921.8K (-$102.9K)

Filed 2026-10-15

Citizens Financial Group Inc

INCREASED

Shares24,951 from 24,471

Change+480 (+2%)

Value$919.4K (-$83.6K)

Filed 2026-10-23

Creative Planning

INCREASED

Shares24,635 from 22,103

Change+2,532 (+11%)

Value$907.8K (+$1.8K)

Filed 2026-11-02

SummerHaven Investment Management, LLC

DECREASED

Shares22,525 from 27,574

Change-5,049 (-18%)

Value$830.0K (-$300.2K)

Filed 2026-10-19

Commonwealth Equity Services, LLC

DECREASED

Shares20,660 from 20,924

Change-264 (-1%)

Value$761.3K (-$96.4K)

Filed 2026-11-02

US Bancorp \de\

INCREASED

Shares20,258 from 20,067

Change+191 (+1%)

Value$746.5K (-$76.0K)

Filed 2026-11-05

Midwest Trust Co

UNCHANGED

Shares16,854 from 16,854

Change0 (0%)

Value$621.1K (-$69.8K)

Filed 2026-10-22

Edmp, Inc.

UNCHANGED

Shares14,237 from 14,237

Change0 (0%)

Value$524.6K (-$58.9K)

Filed 2026-10-22

Citigroup Inc

DECREASED

Shares9,708 from 14,620

Change-4,912 (-34%)

Value$357.7K (-$241.5K)

Filed 2026-11-04

Washington Trust Advisors, Inc.

DECREASED

Shares9,510 from 10,310

Change-800 (-8%)

Value$350.4K (-$72.2K)

Filed 2026-10-22

Parr Mcknight Wealth Management Group, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$221.1K (-$24.8K)

Filed 2026-10-30

Plante Moran Financial Advisors, LLC

UNCHANGED

Shares4,905 from 4,905

Change0 (0%)

Value$180.7K (-$20.3K)

Filed 2026-11-04

Adirondack Trust Co

INCREASED

Shares2,818 from 2,456

Change+362 (+15%)

Value$103.8K (+$3.2K)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,745 from 1,745

Change0 (0%)

Value$64.3K (-$7.2K)

Filed 2026-10-27

Clean Yield Group

UNCHANGED

Shares1,458 from 1,458

Change0 (0%)

Value$53.7K (-$6.0K)

Filed 2026-10-28

Brown, Lisle Ings, Inc.

INCREASED

Shares1,343 from 1,332

Change+11 (+1%)

Value$49.5K (-$5.1K)

Filed 2026-10-16

Signaturefd, LLC

UNCHANGED

Shares1,159 from 1,159

Change0 (0%)

Value$42.7K (-$4.8K)

Filed 2026-10-23

State of Alaska, Department of Revenue

UNCHANGED

Shares675 from 675

Change0 (0%)

Value$24 (-$3)

Filed 2026-10-15

Nisa Investment Advisors, LLC

INCREASED

Shares529 from 526

Change+3 (+1%)

Value$19.5K (-$2.1K)

Filed 2026-10-20

Gamma Investing LLC

DECREASED

Shares415 from 471

Change-56 (-12%)

Value$15.3K (-$4.0K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares319 from 331

Change-12 (-4%)

Value$11.8K (-$1.8K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares298 from 337

Change-39 (-12%)

Value$11.0K (-$2.8K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares226 from 79

Change+147 (+186%)

Value$8.3K (+$5.1K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares156 from 24

Change+132 (+550%)

Value$5.7K (+$4.8K)

Filed 2026-10-08

Pension & Wealth Management Advisors, Inc.

NEW

Shares86

Change+86

Value$3.2K

Filed 2026-10-16

Essential Partners LLC

UNCHANGED

Shares78 from 78

Change0 (0%)

Value$2.9K (-$323)

Filed 2026-10-14

SBI Securities Co., Ltd.

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$2.4K (-$265)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares49 from 1

Change+48 (+4800%)

Value$1.8K (+$1.8K)

Filed 2026-10-26

IFP Advisors, Inc

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.5K (-$166)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares36

Change+36

Value$1.3K

Filed 2026-10-21

Parkside Financial Bank & Trust

NEW

Shares32

Change+32

Value$1.2K

Filed 2026-10-27

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$626 (-$71)

Filed 2026-10-05

Provenance Wealth Advisors, LLC

NEW

Shares16

Change+16

Value$590

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$369 (-$41)

Filed 2026-10-14

Larson Financial Group LLC

DECREASED

Shares6 from 35

Change-29 (-83%)

Value$221 (-$1.2K)

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares4

Change+4

Value$148

Filed 2026-10-09

Covestor Ltd

DECREASED

Shares3 from 5

Change-2 (-40%)

Value$0 ($0)

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$111 (-$12)

Filed 2026-10-13

Alps Advisors Inc

CLOSED

Shares0 from 15,446

Change-15,446 (-100%)

Value$0 (-$633.1K)

Filed 2026-11-03

Thrivent Financial for Lutherans

CLOSED

Shares0 from 13,825

Change-13,825 (-100%)

Value$0 (-$567.0K)

Filed 2026-11-05

Delphi Management Inc

CLOSED

Shares0 from 8,555

Change-8,555 (-100%)

Value$0 (-$351.0K)

Filed 2026-11-05

StoneX Group Inc.

CLOSED

Shares0 from 6,739

Change-6,739 (-100%)

Value$0 (-$256.8K)

Filed 2026-11-03

One Day In July LLC

CLOSED

Shares0 from 5,161

Change-5,161 (-100%)

Value$0 (-$211.5K)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 1,399,785

Change-1,399,785 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 847,563

Change-847,563 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 623,719

Change-623,719 (-100%)

Value—

State Street Corp

N/A

Shares— from 490,098

Change-490,098 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 432,990

Change-432,990 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 409,589

Change-409,589 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 345,161

Change-345,161 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 224,482

Change-224,482 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 189,939

Change-189,939 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 186,721

Change-186,721 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 149,239

Change-149,239 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 144,861

Change-144,861 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 141,937

Change-141,937 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 136,862

Change-136,862 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 125,799

Change-125,799 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 121,870

Change-121,870 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 120,712

Change-120,712 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 116,804

Change-116,804 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 99,248

Change-99,248 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 96,076

Change-96,076 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 82,267

Change-82,267 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 75,510

Change-75,510 (-100%)

Value—

FMR LLC

N/A

Shares— from 65,192

Change-65,192 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 64,794

Change-64,794 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 62,192

Change-62,192 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 59,188

Change-59,188 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 55,668

Change-55,668 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 52,908

Change-52,908 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 50,718

Change-50,718 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 41,833

Change-41,833 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 35,260

Change-35,260 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 31,929

Change-31,929 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 31,124

Change-31,124 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 30,157

Change-30,157 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 28,217

Change-28,217 (-100%)

Value—

Forty-three Eighteen Advisors, LLC

N/A

Shares— from 26,826

Change-26,826 (-100%)

Value—

Gallagher Fiduciary Advisors, LLC

N/A

Shares— from 25,106

Change-25,106 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 24,396

Change-24,396 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 22,083

Change-22,083 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 20,853

Change-20,853 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 19,976

Change-19,976 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 18,838

Change-18,838 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 16,986

Change-16,986 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,566

Change-16,566 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 16,031

Change-16,031 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 15,799

Change-15,799 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,045

Change-14,045 (-100%)

Value—

UBS Group AG

N/A

Shares— from 13,149

Change-13,149 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 12,328

Change-12,328 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,209

Change-12,209 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 10,766

Change-10,766 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,764

Change-10,764 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 10,604

Change-10,604 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,861

Change-9,861 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 9,798

Change-9,798 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,596

Change-9,596 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 9,141

Change-9,141 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,991

Change-8,991 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 8,702

Change-8,702 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 8,542

Change-8,542 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 7,937

Change-7,937 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,769

Change-7,769 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,571

Change-7,571 (-100%)

Value—

Barclays PLC

N/A

Shares— from 7,489

Change-7,489 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 7,253

Change-7,253 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,651

Change-6,651 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,588

Change-6,588 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,889

Change-5,889 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 5,826

Change-5,826 (-100%)

Value—

King Wealth Management Group

N/A

Shares— from 5,718

Change-5,718 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 5,664

Change-5,664 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,610

Change-5,610 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 5,452

Change-5,452 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 5,302

Change-5,302 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 5,226

Change-5,226 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,136

Change-5,136 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 5,025

Change-5,025 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,957

Change-4,957 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 4,920

Change-4,920 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,600

Change-4,600 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,978

Change-2,978 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,595

Change-2,595 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,604

Change-1,604 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,507

Change-1,507 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,323

Change-1,323 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,288

Change-1,288 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 821

Change-821 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 708

Change-708 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 585

Change-585 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 358

Change-358 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 320

Change-320 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 298

Change-298 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 226

Change-226 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 166

Change-166 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 163

Change-163 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Quarry LP

N/A

Shares— from 55

Change-55 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 54

Change-54 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Arrow Financial Corp	DECREASED	1,833,064	1,859,963	-26,899	-1%	$76.2M	$67.5M	-$8.7M	2026-10-26
Dimensional Fund Advisors LP	INCREASED	731,020	725,492	+5,528	+1%	$29.7M	$26.9M	-$2.8M	2026-11-04
Bank of New York Mellon Corp	DECREASED	88,966	89,370	-404	0%	$3.7M	$3.3M	-$384.9K	2026-11-05
Trust Co of Vermont	UNCHANGED	54,365	54,365	0	0%	$2.2M	$2.0M	-$225.1K	2026-10-21
Atria Investments, Inc	INCREASED	25,016	24,999	+17	+0%	$1.0M	$921.8K	-$102.9K	2026-10-15
Citizens Financial Group Inc	INCREASED	24,951	24,471	+480	+2%	$1.0M	$919.4K	-$83.6K	2026-10-23
Creative Planning	INCREASED	24,635	22,103	+2,532	+11%	$906.0K	$907.8K	+$1.8K	2026-11-02
SummerHaven Investment Management, LLC	DECREASED	22,525	27,574	-5,049	-18%	$1.1M	$830.0K	-$300.2K	2026-10-19
Commonwealth Equity Services, LLC	DECREASED	20,660	20,924	-264	-1%	$857.7K	$761.3K	-$96.4K	2026-11-02
US Bancorp \de\	INCREASED	20,258	20,067	+191	+1%	$822.5K	$746.5K	-$76.0K	2026-11-05
Midwest Trust Co	UNCHANGED	16,854	16,854	0	0%	$690.8K	$621.1K	-$69.8K	2026-10-22
Edmp, Inc.	UNCHANGED	14,237	14,237	0	0%	$583.6K	$524.6K	-$58.9K	2026-10-22
Citigroup Inc	DECREASED	9,708	14,620	-4,912	-34%	$599.3K	$357.7K	-$241.5K	2026-11-04
Washington Trust Advisors, Inc.	DECREASED	9,510	10,310	-800	-8%	$422.6K	$350.4K	-$72.2K	2026-10-22
Parr Mcknight Wealth Management Group, LLC	UNCHANGED	6,000	6,000	0	0%	$245.9K	$221.1K	-$24.8K	2026-10-30
Plante Moran Financial Advisors, LLC	UNCHANGED	4,905	4,905	0	0%	$201.1K	$180.7K	-$20.3K	2026-11-04
Adirondack Trust Co	INCREASED	2,818	2,456	+362	+15%	$100.6K	$103.8K	+$3.2K	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,745	1,745	0	0%	$71.5K	$64.3K	-$7.2K	2026-10-27
Clean Yield Group	UNCHANGED	1,458	1,458	0	0%	$59.8K	$53.7K	-$6.0K	2026-10-28
Brown, Lisle Ings, Inc.	INCREASED	1,343	1,332	+11	+1%	$54.6K	$49.5K	-$5.1K	2026-10-16
Signaturefd, LLC	UNCHANGED	1,159	1,159	0	0%	$47.5K	$42.7K	-$4.8K	2026-10-23
State of Alaska, Department of Revenue	UNCHANGED	675	675	0	0%	$27	$24	-$3	2026-10-15
Nisa Investment Advisors, LLC	INCREASED	529	526	+3	+1%	$21.6K	$19.5K	-$2.1K	2026-10-20
Gamma Investing LLC	DECREASED	415	471	-56	-12%	$19.3K	$15.3K	-$4.0K	2026-10-08
Sterling Capital Management LLC	DECREASED	319	331	-12	-4%	$13.6K	$11.8K	-$1.8K	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	298	337	-39	-12%	$13.8K	$11.0K	-$2.8K	2026-11-04
Parallel Advisors, LLC	INCREASED	226	79	+147	+186%	$3.2K	$8.3K	+$5.1K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	156	24	+132	+550%	$986	$5.7K	+$4.8K	2026-10-08
Pension & Wealth Management Advisors, Inc.	NEW	86	—	+86	—	—	$3.2K	—	2026-10-16
Essential Partners LLC	UNCHANGED	78	78	0	0%	$3.2K	$2.9K	-$323	2026-10-14
SBI Securities Co., Ltd.	UNCHANGED	64	64	0	0%	$2.6K	$2.4K	-$265	2026-10-22
SJS Investment Consulting Inc.	INCREASED	49	1	+48	+4800%	$41	$1.8K	+$1.8K	2026-10-26
IFP Advisors, Inc	UNCHANGED	40	40	0	0%	$1.6K	$1.5K	-$166	2026-10-16
Root Financial Partners, LLC	NEW	36	—	+36	—	—	$1.3K	—	2026-10-21
Parkside Financial Bank & Trust	NEW	32	—	+32	—	—	$1.2K	—	2026-10-27
MassMutual Private Wealth & Trust, FSB	UNCHANGED	17	17	0	0%	$697	$626	-$71	2026-10-05
Provenance Wealth Advisors, LLC	NEW	16	—	+16	—	—	$590	—	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	10	10	0	0%	$410	$369	-$41	2026-10-14
Larson Financial Group LLC	DECREASED	6	35	-29	-83%	$1.4K	$221	-$1.2K	2026-11-05
GK Wealth Management LLC	NEW	4	—	+4	—	—	$148	—	2026-10-09
Covestor Ltd	DECREASED	3	5	-2	-40%	$0	$0	$0	2026-10-30
True Wealth Design, LLC	UNCHANGED	3	3	0	0%	$123	$111	-$12	2026-10-13
Alps Advisors Inc	CLOSED	0	15,446	-15,446	-100%	$633.1K	$0	-$633.1K	2026-11-03
Thrivent Financial for Lutherans	CLOSED	0	13,825	-13,825	-100%	$567.0K	$0	-$567.0K	2026-11-05
Delphi Management Inc	CLOSED	0	8,555	-8,555	-100%	$351.0K	$0	-$351.0K	2026-11-05
StoneX Group Inc.	CLOSED	0	6,739	-6,739	-100%	$256.8K	$0	-$256.8K	2026-11-03
One Day In July LLC	CLOSED	0	5,161	-5,161	-100%	$211.5K	$0	-$211.5K	2026-10-30
BlackRock, Inc.	N/A	—	1,399,785	-1,399,785	-100%	$57.4M	—	—	—
Rhino Investment Partners, Inc	N/A	—	847,563	-847,563	-100%	$26.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	623,719	-623,719	-100%	$25.6M	—	—	—
State Street Corp	N/A	—	490,098	-490,098	-100%	$20.1M	—	—	—
American Century Companies Inc	N/A	—	432,990	-432,990	-100%	$17.7M	—	—	—
Geode Capital Management, LLC	N/A	—	409,589	-409,589	-100%	$16.8M	—	—	—
Acadian Asset Management LLC	N/A	—	345,161	-345,161	-100%	$14.1M	—	—	—
Morgan Stanley	N/A	—	224,482	-224,482	-100%	$9.2M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	189,939	-189,939	-100%	$7.8M	—	—	—
Renaissance Technologies LLC	N/A	—	186,721	-186,721	-100%	$7.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	149,239	-149,239	-100%	$6.1M	—	—	—
Two Sigma Investments, LP	N/A	—	144,861	-144,861	-100%	$5.9M	—	—	—
Northern Trust Corp	N/A	—	141,937	-141,937	-100%	$5.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	136,862	-136,862	-100%	$5.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	125,799	-125,799	-100%	$5.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	121,870	-121,870	-100%	$5.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	120,712	-120,712	-100%	$4.9M	—	—	—
AQR Capital Management LLC	N/A	—	116,804	-116,804	-100%	$4.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	99,248	-99,248	-100%	$4.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	96,076	-96,076	-100%	$3.9M	—	—	—
Voya Investment Management LLC	N/A	—	82,267	-82,267	-100%	$3.4M	—	—	—
Martingale Asset Management L P	N/A	—	75,510	-75,510	-100%	$3.1M	—	—	—
FMR LLC	N/A	—	65,192	-65,192	-100%	$2.7M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	64,794	-64,794	-100%	$2.7M	—	—	—
Johnson Investment Counsel Inc	N/A	—	62,192	-62,192	-100%	$2.5M	—	—	—
Citadel Advisors LLC	N/A	—	59,188	-59,188	-100%	$2.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	55,668	-55,668	-100%	$2.3M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	52,908	-52,908	-100%	$2.2M	—	—	—
Nuveen, LLC	N/A	—	50,718	-50,718	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	41,833	-41,833	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	35,260	-35,260	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	31,929	-31,929	-100%	$1.3M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	31,124	-31,124	-100%	$1.3M	—	—	—
Lazard Asset Management LLC	N/A	—	30,157	-30,157	-100%	$1.2M	—	—	—
Ameriprise Financial Inc	N/A	—	28,217	-28,217	-100%	$1.2M	—	—	—
Forty-three Eighteen Advisors, LLC	N/A	—	26,826	-26,826	-100%	$1.1M	—	—	—
Gallagher Fiduciary Advisors, LLC	N/A	—	25,106	-25,106	-100%	$1.0M	—	—	—
Private Advisor Group, LLC	N/A	—	24,396	-24,396	-100%	$1,000.0K	—	—	—
Alliancebernstein L.P.	N/A	—	22,083	-22,083	-100%	$741.3K	—	—	—
Rhumbline Advisers	N/A	—	20,853	-20,853	-100%	$854.8K	—	—	—
Legato Capital Management LLC	N/A	—	19,976	-19,976	-100%	$818.8K	—	—	—
Invesco Ltd.	N/A	—	18,838	-18,838	-100%	$772.2K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	16,986	-16,986	-100%	$696.3K	—	—	—
XTX Topco Ltd	N/A	—	16,566	-16,566	-100%	$679.0K	—	—	—
Deutsche Bank Ag\	N/A	—	16,031	-16,031	-100%	$657.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	15,799	-15,799	-100%	$647.6K	—	—	—
Wells Fargo & Company	N/A	—	14,045	-14,045	-100%	$575.7K	—	—	—
UBS Group AG	N/A	—	13,149	-13,149	-100%	$539.0K	—	—	—
SEI Investments Co	N/A	—	12,328	-12,328	-100%	$505.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,209	-12,209	-100%	$500.0K	—	—	—
Prudential Financial Inc	N/A	—	10,766	-10,766	-100%	$441.3K	—	—	—
Franklin Resources Inc	N/A	—	10,764	-10,764	-100%	$441.2K	—	—	—
IEQ Capital, LLC	N/A	—	10,604	-10,604	-100%	$434.7K	—	—	—
LSV Asset Management	N/A	—	10,600	-10,600	-100%	$434.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,861	-9,861	-100%	$404.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	9,798	-9,798	-100%	$401.6K	—	—	—
Mariner, LLC	N/A	—	9,596	-9,596	-100%	$393.4K	—	—	—
Raymond James Financial Inc	N/A	—	9,141	-9,141	-100%	$374.7K	—	—	—
Stifel Financial Corp	N/A	—	8,991	-8,991	-100%	$368.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	8,702	-8,702	-100%	$356.7K	—	—	—
Odyssean, LLC	N/A	—	8,542	-8,542	-100%	$350.1K	—	—	—
IFG Advisory, LLC	N/A	—	7,937	-7,937	-100%	$325.3K	—	—	—
JPMorgan Chase & Co	N/A	—	7,769	-7,769	-100%	$319.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,571	-7,571	-100%	$310.3K	—	—	—
Barclays PLC	N/A	—	7,489	-7,489	-100%	$307.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	7,253	-7,253	-100%	$297.3K	—	—	—
New York State Common Retirement Fund	N/A	—	6,651	-6,651	-100%	$272.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,588	-6,588	-100%	$270.0K	—	—	—
SG Americas Securities, LLC	N/A	—	5,889	-5,889	-100%	$241.0K	—	—	—
First Trust Advisors LP	N/A	—	5,826	-5,826	-100%	$238.8K	—	—	—
King Wealth Management Group	N/A	—	5,718	-5,718	-100%	$234.0K	—	—	—
Squarepoint Ops LLC	N/A	—	5,664	-5,664	-100%	$232.2K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,610	-5,610	-100%	$230.0K	—	—	—
Intech Investment Management LLC	N/A	—	5,452	-5,452	-100%	$223.5K	—	—	—
LPL Financial LLC	N/A	—	5,302	-5,302	-100%	$217.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	5,226	-5,226	-100%	$214.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,136	-5,136	-100%	$210.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	5,025	-5,025	-100%	$206.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,957	-4,957	-100%	$203.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	4,920	-4,920	-100%	$201.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,600	-4,600	-100%	$188.6K	—	—	—
Royal Bank of Canada	N/A	—	2,978	-2,978	-100%	$122.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,595	-2,595	-100%	$106.4K	—	—	—
Legal & General Group Plc	N/A	—	1,604	-1,604	-100%	$65.7K	—	—	—
Canada Life Assurance Co	N/A	—	1,507	-1,507	-100%	$62.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,323	-1,323	-100%	$54.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,288	-1,288	-100%	$52.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	821	-821	-100%	$33.7K	—	—	—
Arax Advisory Partners	N/A	—	708	-708	-100%	$29.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	585	-585	-100%	$24.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	358	-358	-100%	$14.7K	—	—	—
Harbour Investments, Inc.	N/A	—	320	-320	-100%	$13.1K	—	—	—
Allworth Financial LP	N/A	—	298	-298	-100%	$12.2K	—	—	—
California State Teachers Retirement System	N/A	—	226	-226	-100%	$9.3K	—	—	—
Brown Brothers Harriman & Co	N/A	—	166	-166	-100%	$6.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	163	-163	-100%	$6.7K	—	—	—
Rothschild Investment LLC	N/A	—	118	-118	-100%	$4.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	96	-96	-100%	$3.9K	—	—	—
Quarry LP	N/A	—	55	-55	-100%	$2.3K	—	—	—
Picton Mahoney Asset Management	N/A	—	54	-54	-100%	$2.2K	—	—	—
Optiver Holding B.V.	N/A	—	38	-38	-100%	$1.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	27	-27	-100%	$1.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	6	-6	-100%	$246	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$82	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$41	—	—	—

Showing 152 of 152 institutions