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Aspen Aerogels Inc (ASPN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aigh Capital Management LLC
NEW
Shares7,150,126
Change+7,150,126
Value$39.2M
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares2,036,230 from 1,447,333
Change+588,897 (+41%)
Value$11.2M (+$2.0M)
Filed 2026-11-04
Gagnon Securities LLC
INCREASED
Shares1,557,874 from 1,535,812
Change+22,062 (+1%)
Value$8.5M (-$1.2M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares275,553 from 36,820
Change+238,733 (+648%)
Value$1.5M (+$1.3M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares200,513 from 195,389
Change+5,124 (+3%)
Value$1.1M (-$140.0K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares144,905 from 181,651
Change-36,746 (-20%)
Value$794.1K (-$357.6K)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares107,505 from 107,505
Change0 (0%)
Value$589.1K (-$92.5K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares64,190 from 31,432
Change+32,758 (+104%)
Value$351.8K (+$152.5K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares45,023 from 64,430
Change-19,407 (-30%)
Value$246.7K (-$161.8K)
Filed 2026-10-26
Savant Capital, LLC
NEW
Shares42,344
Change+42,344
Value$232.0K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,110 from 30,386
Change+9,724 (+32%)
Value$225.8K (+$69.0K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares32,385 from 16,955
Change+15,430 (+91%)
Value$177.5K (+$70.0K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares30,050 from 32,050
Change-2,000 (-6%)
Value$164.7K (-$38.5K)
Filed 2026-10-16
State of Wyoming
DECREASED
Shares29,721 from 38,000
Change-8,279 (-22%)
Value$162.9K (-$78.0K)
Filed 2026-10-28
Simplex Trading, LLC
INCREASED
Shares21,684 from 15,952
Change+5,732 (+36%)
Value$118.8K (+$17.7K)
Filed 2026-11-04
ARS Investment Partners, LLC
NEW
Shares16,955
Change+16,955
Value$92.9K
Filed 2026-11-05
R Squared Ltd
INCREASED
Shares13,544 from 11,957
Change+1,587 (+13%)
Value$74.2K (-$1.6K)
Filed 2026-11-06
HB Wealth Management, LLC
NEW
Shares12,914
Change+12,914
Value$70.8K
Filed 2026-10-23
Brighton Jones LLC
DECREASED
Shares12,418 from 12,792
Change-374 (-3%)
Value$68.1K (-$13.1K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares4,330 from 5,561
Change-1,231 (-22%)
Value$23.7K (-$11.5K)
Filed 2026-10-16
First Premier Bank
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$22.0K (+$22.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares2,563 from 100
Change+2,463 (+2463%)
Value$14.0K (+$13.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares2,554 from 2,407
Change+147 (+6%)
Value$14.0K (-$1.3K)
Filed 2026-11-04
US Bancorp \de\
INCREASED
Shares2,442 from 1,433
Change+1,009 (+70%)
Value$13.4K (+$4.3K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,240 from 4,467
Change-2,227 (-50%)
Value$12.3K (-$16.0K)
Filed 2026-10-29
Bokf, NA
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$11.0K (-$1.7K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares1,700 from 1,521
Change+179 (+12%)
Value$9.3K (-$327)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares1,463 from 1,523
Change-60 (-4%)
Value$8.0K (+$8.0K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares1,339 from 1,369
Change-30 (-2%)
Value$7.3K (-$1.3K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,303 from 519
Change+784 (+151%)
Value$7.1K (+$3.9K)
Filed 2026-10-08
Essential Partners LLC
DECREASED
Shares1,177 from 1,629
Change-452 (-28%)
Value$6.5K (-$3.9K)
Filed 2026-10-14
Performa Ltd (US), LLC
INCREASED
Shares1,100 from 800
Change+300 (+38%)
Value$6.0K (+$956)
Filed 2026-11-05
GGM Financial LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$5.5K (-$868)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares930
Change+930
Value$5.1K
Filed 2026-11-03
Larson Financial Group LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$5.0K (-$777)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares885 from 188
Change+697 (+371%)
Value$4.9K (+$3.7K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares742 from 126
Change+616 (+489%)
Value$4.1K (+$3.3K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares360
Change+360
Value$2.0K
Filed 2026-10-21
Nisa Investment Advisors, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$1.8K (-$280)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares315
Change+315
Value$1.7K
Filed 2026-11-05
Parkside Financial Bank & Trust
NEW
Shares299
Change+299
Value$1.6K
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares219 from 185
Change+34 (+18%)
Value$1.2K (+$27)
Filed 2026-11-06
Financial Consulate, Inc
NEW
Shares181
Change+181
Value$992
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares161
Change+161
Value$882
Filed 2026-10-30
Burk Holdings LLC
NEW
Shares98
Change+98
Value$537
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares95
Change+95
Value$521
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares76 from 160
Change-84 (-52%)
Value$418 (-$597)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares68
Change+68
Value$372
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$279 (-$44)
Filed 2026-10-27
Fifth Third Bancorp
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$152 (-$23)
Filed 2026-11-05
Asset Planning,Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$137 (-$22)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$83 (-$6)
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares8 from 14
Change-6 (-43%)
Value$44 (-$45)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$22 (-$3)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 126,303
Change-126,303 (-100%)
Value$0 (-$800.8K)
Filed 2026-11-05
Inspire Investing, LLC
CLOSED
Shares0 from 106,330
Change-106,330 (-100%)
Value$0 (-$674.1K)
Filed 2026-10-22
Bailard, Inc.
CLOSED
Shares0 from 29,508
Change-29,508 (-100%)
Value$0 (-$187.1K)
Filed 2026-10-13
Olympiad Research LP
CLOSED
Shares0 from 13,949
Change-13,949 (-100%)
Value$0 (-$88.4K)
Filed 2026-11-04
State of Alaska, Department of Revenue
CLOSED
Shares0 from 3,385
Change-3,385 (-100%)
Value$0 (-$21)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$368)
Filed 2026-10-07
KIM, LLC
N/A
Shares— from 12,280,426
Change-12,280,426 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,277,148
Change-5,277,148 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 5,168,674
Change-5,168,674 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,539,271
Change-3,539,271 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 3,260,800
Change-3,260,800 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 3,167,322
Change-3,167,322 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,559,495
Change-2,559,495 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,510,042
Change-2,510,042 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 2,058,083
Change-2,058,083 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,821,295
Change-1,821,295 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,770,425
Change-1,770,425 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1,635,259
Change-1,635,259 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,619,972
Change-1,619,972 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,372,300
Change-1,372,300 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 1,323,218
Change-1,323,218 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,276,346
Change-1,276,346 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,190,616
Change-1,190,616 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,146,707
Change-1,146,707 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,066,501
Change-1,066,501 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,004,383
Change-1,004,383 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 867,199
Change-867,199 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 779,468
Change-779,468 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 698,983
Change-698,983 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 684,915
Change-684,915 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 596,883
Change-596,883 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 570,712
Change-570,712 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 567,384
Change-567,384 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 565,569
Change-565,569 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 474,393
Change-474,393 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 442,448
Change-442,448 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 397,075
Change-397,075 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 372,077
Change-372,077 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 345,193
Change-345,193 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 302,582
Change-302,582 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 302,439
Change-302,439 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 274,392
Change-274,392 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 252,746
Change-252,746 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 238,731
Change-238,731 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 229,935
Change-229,935 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 227,977
Change-227,977 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 222,352
Change-222,352 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 185,589
Change-185,589 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 179,301
Change-179,301 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 177,419
Change-177,419 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 171,150
Change-171,150 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 168,865
Change-168,865 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 157,400
Change-157,400 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 145,324
Change-145,324 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 130,300
Change-130,300 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 128,107
Change-128,107 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 120,306
Change-120,306 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 106,432
Change-106,432 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 103,313
Change-103,313 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 90,259
Change-90,259 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 83,335
Change-83,335 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 74,130
Change-74,130 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 69,365
Change-69,365 (-100%)
Value—
FMR LLC
N/A
Shares— from 68,476
Change-68,476 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 67,794
Change-67,794 (-100%)
Value—
UBS Group AG
N/A
Shares— from 66,671
Change-66,671 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 61,200
Change-61,200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 59,370
Change-59,370 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 56,459
Change-56,459 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 47,907
Change-47,907 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 46,267
Change-46,267 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 46,153
Change-46,153 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 45,432
Change-45,432 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 43,717
Change-43,717 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,652
Change-42,652 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 41,759
Change-41,759 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 40,269
Change-40,269 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 38,679
Change-38,679 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 37,919
Change-37,919 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 35,103
Change-35,103 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 34,349
Change-34,349 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 33,247
Change-33,247 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 33,047
Change-33,047 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 31,271
Change-31,271 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,581
Change-28,581 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 28,365
Change-28,365 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 27,413
Change-27,413 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 25,234
Change-25,234 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 19,187
Change-19,187 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 19,169
Change-19,169 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 19,056
Change-19,056 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 16,663
Change-16,663 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 16,403
Change-16,403 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,231
Change-16,231 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 15,562
Change-15,562 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 14,618
Change-14,618 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 13,911
Change-13,911 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 13,846
Change-13,846 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,830
Change-13,830 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,769
Change-13,769 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,588
Change-9,588 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,708
Change-5,708 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 929
Change-929 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 886
Change-886 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Aigh Capital Management LLC
NEW7,150,126—+7,150,126——$39.2M—2026-11-02
Dimensional Fund Advisors LP
INCREASED2,036,2301,447,333+588,897+41%$9.2M$11.2M+$2.0M2026-11-04
Gagnon Securities LLC
INCREASED1,557,8741,535,812+22,062+1%$9.7M$8.5M-$1.2M2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED275,55336,820+238,733+648%$233.4K$1.5M+$1.3M2026-10-16
Bank of New York Mellon Corp
INCREASED200,513195,389+5,124+3%$1.2M$1.1M-$140.0K2026-11-05
Citigroup Inc
DECREASED144,905181,651-36,746-20%$1.2M$794.1K-$357.6K2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED107,505107,50500%$681.6K$589.1K-$92.5K2026-11-05
Creative Planning
INCREASED64,19031,432+32,758+104%$199.3K$351.8K+$152.5K2026-11-02
Oppenheimer & Co Inc
DECREASED45,02364,430-19,407-30%$408.5K$246.7K-$161.8K2026-10-26
Savant Capital, LLC
NEW42,344—+42,344——$232.0K—2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED40,11030,386+9,724+32%$156.8K$225.8K+$69.0K2026-10-13
Barclays PLC
INCREASED32,38516,955+15,430+91%$107.5K$177.5K+$70.0K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED30,05032,050-2,000-6%$203.2K$164.7K-$38.5K2026-10-16
State of Wyoming
DECREASED29,72138,000-8,279-22%$240.9K$162.9K-$78.0K2026-10-28
Simplex Trading, LLC
INCREASED21,68415,952+5,732+36%$101.1K$118.8K+$17.7K2026-11-04
ARS Investment Partners, LLC
NEW16,955—+16,955——$92.9K—2026-11-05
R Squared Ltd
INCREASED13,54411,957+1,587+13%$75.8K$74.2K-$1.6K2026-11-06
HB Wealth Management, LLC
NEW12,914—+12,914——$70.8K—2026-10-23
Brighton Jones LLC
DECREASED12,41812,792-374-3%$81.1K$68.1K-$13.1K2026-11-03
IFP Advisors, Inc
DECREASED4,3305,561-1,231-22%$35.3K$23.7K-$11.5K2026-10-16
First Premier Bank
UNCHANGED4,0004,00000%$25$22.0K+$22.0K2026-10-13
Farther Finance Advisors, LLC
INCREASED2,563100+2,463+2463%$624$14.0K+$13.4K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED2,5542,407+147+6%$15.3K$14.0K-$1.3K2026-11-04
US Bancorp \de\
INCREASED2,4421,433+1,009+70%$9.1K$13.4K+$4.3K2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED2,2404,467-2,227-50%$28.3K$12.3K-$16.0K2026-10-29
Bokf, NA
UNCHANGED2,0002,00000%$12.7K$11.0K-$1.7K2026-10-27
SBI Securities Co., Ltd.
INCREASED1,7001,521+179+12%$9.6K$9.3K-$3272026-10-22
Covestor Ltd
DECREASED1,4631,523-60-4%$9$8.0K+$8.0K2026-10-30
Sterling Capital Management LLC
DECREASED1,3391,369-30-2%$8.7K$7.3K-$1.3K2026-10-22
Gamma Investing LLC
INCREASED1,303519+784+151%$3.3K$7.1K+$3.9K2026-10-08
Essential Partners LLC
DECREASED1,1771,629-452-28%$10.3K$6.5K-$3.9K2026-10-14
Performa Ltd (US), LLC
INCREASED1,100800+300+38%$5.1K$6.0K+$9562026-11-05
GGM Financial LLC
UNCHANGED1,0101,01000%$6.4K$5.5K-$8682026-11-05
Parallel Advisors, LLC
NEW930—+930——$5.1K—2026-11-03
Larson Financial Group LLC
UNCHANGED90490400%$5.7K$5.0K-$7772026-11-05
SJS Investment Consulting Inc.
INCREASED885188+697+371%$1.2K$4.9K+$3.7K2026-10-26
Fortitude Family Office, LLC
INCREASED742126+616+489%$799$4.1K+$3.3K2026-10-14
Root Financial Partners, LLC
NEW360—+360——$2.0K—2026-10-21
Nisa Investment Advisors, LLC
UNCHANGED32532500%$2.1K$1.8K-$2802026-10-20
Summit Securities Group LLC
NEW315—+315——$1.7K—2026-11-05
Parkside Financial Bank & Trust
NEW299—+299——$1.6K—2026-10-27
PNC Financial Services Group, Inc.
INCREASED219185+34+18%$1.2K$1.2K+$272026-11-06
Financial Consulate, Inc
NEW181—+181——$992—2026-10-23
Provenance Wealth Advisors, LLC
NEW161—+161——$882—2026-10-30
Burk Holdings LLC
NEW98—+98——$537—2026-11-05
Balance Wealth Partners LLC
NEW95—+95——$521—2026-10-27
Clearstead Advisors, LLC
DECREASED76160-84-52%$1.0K$418-$5972026-11-06
Ascentis Wealth Management, LLC
NEW68—+68——$372—2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED515100%$323$279-$442026-10-27
Fifth Third Bancorp
UNCHANGED282800%$175$152-$232026-11-05
Asset Planning,Inc
UNCHANGED252500%$159$137-$222026-10-26
TD Waterhouse Canada Inc.
UNCHANGED151500%$89$83-$62026-10-16
True Wealth Design, LLC
DECREASED814-6-43%$89$44-$452026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED4400%$25$22-$32026-11-05
Jefferies Financial Group Inc.
CLOSED0126,303-126,303-100%$800.8K$0-$800.8K2026-11-05
Inspire Investing, LLC
CLOSED0106,330-106,330-100%$674.1K$0-$674.1K2026-10-22
Bailard, Inc.
CLOSED029,508-29,508-100%$187.1K$0-$187.1K2026-10-13
Olympiad Research LP
CLOSED013,949-13,949-100%$88.4K$0-$88.4K2026-11-04
State of Alaska, Department of Revenue
CLOSED03,385-3,385-100%$21$0-$212026-10-15
Cornerstone Planning Group LLC
CLOSED0750-750-100%$4.0K$0-$4.0K2026-10-16
Stone House Investment Management, LLC
CLOSED0405-405-100%$2.6K$0-$2.6K2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED058-58-100%$368$0-$3682026-10-07
KIM, LLC
N/A—12,280,426-12,280,426-100%$77.9M———
BlackRock, Inc.
N/A—5,277,148-5,277,148-100%$33.5M———
Oaktop Capital Management II, L.P.
N/A—5,168,674-5,168,674-100%$32.8M———
Vanguard Capital Management LLC
N/A—3,539,271-3,539,271-100%$22.4M———
Needham Investment Management LLC
N/A—3,260,800-3,260,800-100%$20.7M———
George Kaiser Family Foundation
N/A—3,167,322-3,167,322-100%$20.1M———
State Street Corp
N/A—2,559,495-2,559,495-100%$16.2M———
American Century Companies Inc
N/A—2,510,042-2,510,042-100%$15.9M———
Jacobs Levy Equity Management, Inc
N/A—2,058,083-2,058,083-100%$13.0M———
Ameriprise Financial Inc
N/A—1,821,295-1,821,295-100%$11.5M———
Geode Capital Management, LLC
N/A—1,770,425-1,770,425-100%$11.2M———
Rice Hall James & Associates, LLC
N/A—1,635,259-1,635,259-100%$10.4M———
Invesco Ltd.
N/A—1,619,972-1,619,972-100%$10.3M———
Goldman Sachs Group Inc
N/A—1,372,300-1,372,300-100%$8.7M———
Royce & Associates LP
N/A—1,323,218-1,323,218-100%$8.4M———
AQR Capital Management LLC
N/A—1,276,346-1,276,346-100%$8.1M———
Millennium Management LLC
N/A—1,190,616-1,190,616-100%$7.5M———
Marshall Wace, LLP
N/A—1,146,707-1,146,707-100%$7.3M———
D. E. Shaw & Co., Inc.
N/A—1,066,501-1,066,501-100%$6.8M———
JPMorgan Chase & Co
N/A—1,004,383-1,004,383-100%$6.0M———
Telemark Asset Management, LLC
N/A—1,000,000-1,000,000-100%$6.3M———
BNP Paribas Financial Markets
N/A—867,199-867,199-100%$5.5M———
Two Sigma Investments, LP
N/A—779,468-779,468-100%$4.9M———
Vanguard Portfolio Management LLC
N/A—698,983-698,983-100%$4.4M———
Acadian Asset Management LLC
N/A—684,915-684,915-100%$4.3M———
Federated Hermes, Inc.
N/A—596,883-596,883-100%$3.8M———
Charles Schwab Investment Management Inc
N/A—570,712-570,712-100%$3.6M———
Tudor Investment Corp ET AL
N/A—567,384-567,384-100%$3.6M———
Northern Trust Corp
N/A—565,569-565,569-100%$3.6M———
Vanguard Fiduciary Trust Co
N/A—474,393-474,393-100%$3.0M———
Panagora Asset Management Inc
N/A—442,448-442,448-100%$2.8M———
Morgan Stanley
N/A—397,075-397,075-100%$2.5M———
Deutsche Bank Ag\
N/A—372,077-372,077-100%$2.4M———
Baird Financial Group, Inc.
N/A—345,193-345,193-100%$2.2M———
Algert Global LLC
N/A—302,582-302,582-100%$1.9M———
Trexquant Investment LP
N/A—302,439-302,439-100%$1.9M———
Renaissance Technologies LLC
N/A—274,392-274,392-100%$1.7M———
Bank of America Corp
N/A—252,746-252,746-100%$1.6M———
Citadel Advisors LLC
N/A—238,731-238,731-100%$1.5M———
Prudential Financial Inc
N/A—229,935-229,935-100%$1.5M———
XTX Topco Ltd
N/A—227,977-227,977-100%$1.4M———
First Trust Advisors LP
N/A—222,352-222,352-100%$1.4M———
Palogic Value Management, L.P.
N/A—185,589-185,589-100%$1.2M———
Ironwood Investment Management LLC
N/A—179,301-179,301-100%$1.1M———
Susquehanna International Group, LLP
N/A—177,419-177,419-100%$1.1M———
Arrowstreet Capital, Limited Partnership
N/A—171,150-171,150-100%$1.1M———
Jump Financial, LLC
N/A—168,865-168,865-100%$1.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—157,400-157,400-100%$997.9K———
Nuveen, LLC
N/A—145,324-145,324-100%$921.4K———
Price T Rowe Associates Inc
N/A—130,300-130,300-100%$827.0K———
Public Employees Retirement System of Ohio
N/A—128,107-128,107-100%$812.2K———
Firsthand Capital Management, Inc.
N/A—125,000-125,000-100%$792.5K———
Russell Investments Group, Ltd.
N/A—120,306-120,306-100%$762.7K———
Bridgeway Capital Management, LLC
N/A—110,000-110,000-100%$697.4K———
Sargent Investment Group, LLC
N/A—106,432-106,432-100%$674.8K———
IEQ Capital, LLC
N/A—103,313-103,313-100%$655.0K———
RBF Capital, LLC
N/A—100,000-100,000-100%$634.0K———
Man Group plc
N/A—90,259-90,259-100%$572.2K———
Rhumbline Advisers
N/A—83,335-83,335-100%$528.3K———
Alliancebernstein L.P.
N/A—74,130-74,130-100%$253.5K———
LPL Financial LLC
N/A—69,365-69,365-100%$439.8K———
FMR LLC
N/A—68,476-68,476-100%$434.1K———
EntryPoint Capital, LLC
N/A—67,794-67,794-100%$429.8K———
UBS Group AG
N/A—66,671-66,671-100%$422.7K———
Winton Group Ltd
N/A—61,200-61,200-100%$388.0K———
Wells Fargo & Company
N/A—59,370-59,370-100%$376.4K———
Centiva Capital, LP
N/A—56,459-56,459-100%$358.0K———
Franklin Resources Inc
N/A—47,907-47,907-100%$303.7K———
Graham Capital Management, L.P.
N/A—46,267-46,267-100%$293.3K———
Arax Advisory Partners
N/A—46,153-46,153-100%$292.6K———
Quantbot Technologies LP
N/A—45,432-45,432-100%$288.0K———
Balyasny Asset Management L.P.
N/A—43,717-43,717-100%$277.2K———
Mariner, LLC
N/A—42,652-42,652-100%$270.4K———
Odyssean, LLC
N/A—41,759-41,759-100%$264.8K———
MetLife Investment Management, LLC
N/A—40,269-40,269-100%$255.3K———
Mercer Global Advisors Inc
N/A—38,679-38,679-100%$245.2K———
FOX RUN Management, L.L.C.
N/A—37,919-37,919-100%$240.4K———
Dynamic Technology Lab Private Ltd
N/A—35,103-35,103-100%$223.0K———
SG Americas Securities, LLC
N/A—34,349-34,349-100%$218.0K———
State of Wisconsin Investment Board
N/A—33,247-33,247-100%$210.8K———
Diversified Trust Co
N/A—33,047-33,047-100%$209.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—31,271-31,271-100%$198.3K———
Vanguard Global Advisers, LLC
N/A—28,581-28,581-100%$181.2K———
Cerity Partners LLC
N/A—28,365-28,365-100%$179.8K———
Headlands Technologies LLC
N/A—27,413-27,413-100%$173.8K———
nVerses Capital, LLC
N/A—25,234-25,234-100%$160.0K———
Intech Investment Management LLC
N/A—21,535-21,535-100%$136.5K———
Canada Pension Plan Investment Board
N/A—20,700-20,700-100%$131.2K———
Captrust Financial Advisors
N/A—19,187-19,187-100%$121.6K———
Quadrature Capital Ltd
N/A—19,169-19,169-100%$121.5K———
Manufacturers Life Insurance Company, the
N/A—19,056-19,056-100%$120.8K———
WJ Financial Advisors LLC
N/A—17,400-17,400-100%$110.3K———
Bank of Montreal
N/A—17,300-17,300-100%$109.7K———
Police & Firemen's Retirement System of New Jersey
N/A—16,663-16,663-100%$105.6K———
Squarepoint Ops LLC
N/A—16,460-16,460-100%$104.4K———
Aquatic Capital Management LLC
N/A—16,403-16,403-100%$104.0K———
New York State Common Retirement Fund
N/A—16,231-16,231-100%$102.9K———
Legato Capital Management LLC
N/A—15,562-15,562-100%$98.7K———
State Board of Administration of Florida Retirement System
N/A—14,618-14,618-100%$92.7K———
Prelude Capital Management, LLC
N/A—13,911-13,911-100%$88.2K———
HSBC Holdings PLC
N/A—13,846-13,846-100%$86.4K———
Equitable Holdings, Inc.
N/A—13,830-13,830-100%$87.7K———
Voya Investment Management LLC
N/A—13,769-13,769-100%$87.3K———
Pallas Capital Advisors LLC
N/A—10,900-10,900-100%$69.1K———
Quantinno Capital Management LP
N/A—10,334-10,334-100%$65.5K———
Choate Investment Advisors
N/A—10,000-10,000-100%$63.4K———
Osaic Holdings, Inc.
N/A—9,588-9,588-100%$60.8K———
Point72 Asset Management, L.P.
N/A—9,006-9,006-100%$57.1K———
Legal & General Group Plc
N/A—6,915-6,915-100%$43.9K———
Strategic Investment Solutions, Inc.
N/A—6,010-6,010-100%$38.1K———
Ameritas Investment Partners, Inc.
N/A—5,708-5,708-100%$36.2K———
Tower Research Capital LLC (TRC)
N/A—5,471-5,471-100%$34.7K———
Optiver Holding B.V.
N/A—3,170-3,170-100%$20.1K———
Royal Bank of Canada
N/A—3,159-3,159-100%$20.0K———
Allworth Financial LP
N/A—3,133-3,133-100%$19.9K———
Rockefeller Capital Management L.P.
N/A—1,646-1,646-100%$10.4K———
Jones Financial Companies Lllp
N/A—1,500-1,500-100%$8.4K———
California State Teachers Retirement System
N/A—929-929-100%$5.9K———
PlanVest Financial, Inc
N/A—886-886-100%$5.6K———
Stance Capital LLC
N/A—811-811-100%$5.1K———
Rothschild Investment LLC
N/A—574-574-100%$3.6K———
Minot DeBlois Advisors LLC
N/A—300-300-100%$1.9K———
HighMark Wealth Management LLC
N/A—250-250-100%$1.6K———
Basecamp Wealth Advisors LLC
N/A—225-225-100%$1.4K———
Morse Asset Management, Inc
N/A—175-175-100%$1.1K———
Strategic Wealth Partners, Ltd.
N/A—156-156-100%$989———
Smartleaf Asset Management LLC
N/A—85-85-100%$508———
Colonial Trust Advisors
N/A—50-50-100%$317———
JPL Wealth Management, LLC
N/A—23-23-100%$146———
Harbour Investments, Inc.
N/A—4-4-100%$25———
Showing 192 of 192 institutions