Atlanticus Holdings Corp (ATLC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares341,030 from 454,394

Change-113,364 (-25%)

Value$29.9M (-$16.6M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares160,457 from 143,886

Change+16,571 (+12%)

Value$14.0M (-$668.0K)

Filed 2026-11-06

HB Wealth Management, LLC

INCREASED

Shares119,028 from 118,939

Change+89 (+0%)

Value$10.4M (-$1.7M)

Filed 2026-10-23

Principal Financial Group Inc

NEW

Shares35,714

Change+35,714

Value$3.1M

Filed 2026-11-02

Inspire Investing, LLC

INCREASED

Shares27,401 from 24,395

Change+3,006 (+12%)

Value$2.4M (-$96.0K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares23,386 from 22,313

Change+1,073 (+5%)

Value$2.0M (-$234.5K)

Filed 2026-11-05

Squarepoint Ops LLC

NEW

Shares20,590

Change+20,590

Value$1.8M

Filed 2026-11-09

Creative Planning

INCREASED

Shares15,435 from 13,918

Change+1,517 (+11%)

Value$1.4M (-$72.1K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

DECREASED

Shares9,350 from 35,649

Change-26,299 (-74%)

Value$834.9K (-$2.9M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

NEW

Shares8,499

Change+8,499

Value$743.9K

Filed 2026-10-16

Argent Capital Management LLC

DECREASED

Shares8,460 from 9,100

Change-640 (-7%)

Value$740.5K (-$190.0K)

Filed 2026-10-05

Russell Investments Group, Ltd.

INCREASED

Shares8,171 from 8,166

Change+5 (+0%)

Value$715.2K (-$119.8K)

Filed 2026-11-06

Great Lakes Advisors, LLC

NEW

Shares8,150

Change+8,150

Value$713.4K

Filed 2026-11-06

StoneX Group Inc.

INCREASED

Shares5,622 from 5,524

Change+98 (+2%)

Value$492.2K (-$72.7K)

Filed 2026-11-03

Virtus Advisers, LLC

INCREASED

Shares4,753 from 3,800

Change+953 (+25%)

Value$416.0K (+$27.5K)

Filed 2026-11-09

Deutsche Bank Ag\

DECREASED

Shares4,546 from 5,108

Change-562 (-11%)

Value$397.9K (-$124.4K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares4,275 from 710

Change+3,565 (+502%)

Value$374.2K (+$301.6K)

Filed 2026-11-06

Hohimer Wealth Management, LLC

INCREASED

Shares4,193 from 4,140

Change+53 (+1%)

Value$367.0K (-$56.3K)

Filed 2026-11-04

Range Financial Group LLC

DECREASED

Shares4,144 from 4,353

Change-209 (-5%)

Value$362.7K (-$82.4K)

Filed 2026-10-21

Citigroup Inc

DECREASED

Shares2,938 from 4,673

Change-1,735 (-37%)

Value$257.2K (-$220.7K)

Filed 2026-11-04

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares2,868 from 2,868

Change0 (0%)

Value$251.0K (-$42.2K)

Filed 2026-10-21

MQS Management LLC

NEW

Shares2,645

Change+2,645

Value$231.5K

Filed 2026-11-06

Diversified Trust Co

INCREASED

Shares2,616 from 2,192

Change+424 (+19%)

Value$229.0K (+$4.8K)

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares2,573 from 2,573

Change0 (0%)

Value$225.0K (-$38.0K)

Filed 2026-10-15

Independent Financial Group, LLC

NEW

Shares2,445

Change+2,445

Value$214.0K

Filed 2026-10-13

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares1,365 from 1,365

Change0 (0%)

Value$119.5K (-$20.1K)

Filed 2026-11-09

Pinnacle Wealth Planning Services, Inc.

NEW

Shares993

Change+993

Value$86.9K

Filed 2026-10-27

Murphy & Mullick Capital Management Corp

DECREASED

Shares550 from 700

Change-150 (-21%)

Value$48.1K (-$23.4K)

Filed 2026-11-02

New York State Teachers Retirement System

UNCHANGED

Shares486 from 486

Change0 (0%)

Value$43 (-$50.0K)

Filed 2026-10-22

USA Financial Formulas

NEW

Shares446

Change+446

Value$39.0K

Filed 2026-10-16

Harbor Capital Advisors, Inc.

INCREASED

Shares376 from 318

Change+58 (+18%)

Value$33.0K (+$33.0K)

Filed 2026-10-22

Financial Management Professionals, Inc.

UNCHANGED

Shares318 from 318

Change0 (0%)

Value$27.8K (-$4.7K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares253 from 155

Change+98 (+63%)

Value$22.1K (+$6.3K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares224 from 80

Change+144 (+180%)

Value$19.6K (+$11.4K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares167 from 18

Change+149 (+828%)

Value$14.6K (+$12.8K)

Filed 2026-10-22

Fifth Third Bancorp

INCREASED

Shares143 from 132

Change+11 (+8%)

Value$12.5K (-$1.0K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares109 from 94

Change+15 (+16%)

Value$9.5K (-$71)

Filed 2026-10-20

Parallel Advisors, LLC

DECREASED

Shares71 from 72

Change-1 (-1%)

Value$6.2K (-$1.1K)

Filed 2026-11-03

PNC Financial Services Group, Inc.

INCREASED

Shares64 from 59

Change+5 (+8%)

Value$5.6K (-$431)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$3.8K (-$633)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$3.6K (-$603)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$3.6K ($0)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$1.5K (-$250)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares15

Change+15

Value$1.3K

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$963 (-$162)

Filed 2026-10-14

Rossby Financial, LCC

NEW

Shares8

Change+8

Value$700

Filed 2026-11-05

WPG Advisers, LLC

NEW

Shares7

Change+7

Value$613

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares7 from 13

Change-6 (-46%)

Value$1 ($0)

Filed 2026-10-30

First Horizon Corp

NEW

Shares5

Change+5

Value$438

Filed 2026-10-26

Private Trust Co NA

NEW

Shares4

Change+4

Value$350

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares4

Change+4

Value$350

Filed 2026-10-30

Signaturefd, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$263 (-$44)

Filed 2026-10-23

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$98 (-$4)

Filed 2026-10-30

SG Capital Management LLC

CLOSED

Shares0 from 34,553

Change-34,553 (-100%)

Value$0 (-$3.5M)

Filed 2026-11-06

Picton Mahoney Asset Management

CLOSED

Shares0 from 10,782

Change-10,782 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-09

Vista Finance, LLC

CLOSED

Shares0 from 2,115

Change-2,115 (-100%)

Value$0 (-$216.3K)

Filed 2026-10-23

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$6.2K)

Filed 2026-10-16

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$307)

Filed 2026-10-20

Wellington Management Group LLP

N/A

Shares— from 522,642

Change-522,642 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 425,768

Change-425,768 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 235,886

Change-235,886 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 221,049

Change-221,049 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 117,995

Change-117,995 (-100%)

Value—

State Street Corp

N/A

Shares— from 117,936

Change-117,936 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 99,601

Change-99,601 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 92,158

Change-92,158 (-100%)

Value—

Philadelphia Financial Management of San Francisco, LLC

N/A

Shares— from 89,597

Change-89,597 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 71,255

Change-71,255 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 66,273

Change-66,273 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 60,622

Change-60,622 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 52,467

Change-52,467 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 50,422

Change-50,422 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 43,695

Change-43,695 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 39,387

Change-39,387 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 37,316

Change-37,316 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 35,599

Change-35,599 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,514

Change-34,514 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 28,535

Change-28,535 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 28,423

Change-28,423 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 27,992

Change-27,992 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 27,204

Change-27,204 (-100%)

Value—

Varcov Co.

N/A

Shares— from 26,491

Change-26,491 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 25,083

Change-25,083 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 22,323

Change-22,323 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 21,526

Change-21,526 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 19,871

Change-19,871 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 16,428

Change-16,428 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,666

Change-14,666 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 14,370

Change-14,370 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 14,052

Change-14,052 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 11,847

Change-11,847 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 11,388

Change-11,388 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,328

Change-11,328 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 10,444

Change-10,444 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,425

Change-10,425 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 10,400

Change-10,400 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 10,091

Change-10,091 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 9,881

Change-9,881 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 9,320

Change-9,320 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,153

Change-9,153 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 8,726

Change-8,726 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,254

Change-8,254 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 6,580

Change-6,580 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 6,542

Change-6,542 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 6,522

Change-6,522 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 6,380

Change-6,380 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 6,287

Change-6,287 (-100%)

Value—

Baader Bank Aktiengesellschaft

N/A

Shares— from 6,200

Change-6,200 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,023

Change-6,023 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,885

Change-5,885 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 5,768

Change-5,768 (-100%)

Value—

Allstate Corp

N/A

Shares— from 5,667

Change-5,667 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 5,660

Change-5,660 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 5,418

Change-5,418 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,731

Change-4,731 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,467

Change-4,467 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,462

Change-4,462 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 4,440

Change-4,440 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 4,091

Change-4,091 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,962

Change-3,962 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 3,809

Change-3,809 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 3,731

Change-3,731 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 3,419

Change-3,419 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 3,396

Change-3,396 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 3,304

Change-3,304 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,131

Change-3,131 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 3,108

Change-3,108 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 2,999

Change-2,999 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 2,908

Change-2,908 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 2,812

Change-2,812 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,798

Change-2,798 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 2,756

Change-2,756 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 2,641

Change-2,641 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 2,640

Change-2,640 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 2,625

Change-2,625 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,373

Change-2,373 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,341

Change-2,341 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 2,319

Change-2,319 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 2,030

Change-2,030 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,893

Change-1,893 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 1,810

Change-1,810 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 982

Change-982 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 761

Change-761 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 504

Change-504 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 446

Change-446 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 415

Change-415 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 296

Change-296 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 116

Change-116 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 79

Change-79 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 71

Change-71 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	341,030	454,394	-113,364	-25%	$46.5M	$29.9M	-$16.6M	2026-11-04
Geode Capital Management, LLC	INCREASED	160,457	143,886	+16,571	+12%	$14.7M	$14.0M	-$668.0K	2026-11-06
HB Wealth Management, LLC	INCREASED	119,028	118,939	+89	+0%	$12.2M	$10.4M	-$1.7M	2026-10-23
Principal Financial Group Inc	NEW	35,714	—	+35,714	—	—	$3.1M	—	2026-11-02
Inspire Investing, LLC	INCREASED	27,401	24,395	+3,006	+12%	$2.5M	$2.4M	-$96.0K	2026-10-22
Bank of New York Mellon Corp	INCREASED	23,386	22,313	+1,073	+5%	$2.3M	$2.0M	-$234.5K	2026-11-05
Squarepoint Ops LLC	NEW	20,590	—	+20,590	—	—	$1.8M	—	2026-11-09
Creative Planning	INCREASED	15,435	13,918	+1,517	+11%	$1.4M	$1.4M	-$72.1K	2026-11-02
Allspring Global Investments Holdings, LLC	DECREASED	9,350	35,649	-26,299	-74%	$3.7M	$834.9K	-$2.9M	2026-11-04
Y-Intercept (Hong Kong) Ltd	NEW	8,499	—	+8,499	—	—	$743.9K	—	2026-10-16
Argent Capital Management LLC	DECREASED	8,460	9,100	-640	-7%	$930.5K	$740.5K	-$190.0K	2026-10-05
Russell Investments Group, Ltd.	INCREASED	8,171	8,166	+5	+0%	$835.0K	$715.2K	-$119.8K	2026-11-06
Great Lakes Advisors, LLC	NEW	8,150	—	+8,150	—	—	$713.4K	—	2026-11-06
StoneX Group Inc.	INCREASED	5,622	5,524	+98	+2%	$564.8K	$492.2K	-$72.7K	2026-11-03
Virtus Advisers, LLC	INCREASED	4,753	3,800	+953	+25%	$388.6K	$416.0K	+$27.5K	2026-11-09
Deutsche Bank Ag\	DECREASED	4,546	5,108	-562	-11%	$522.3K	$397.9K	-$124.4K	2026-11-06
Barclays PLC	INCREASED	4,275	710	+3,565	+502%	$72.6K	$374.2K	+$301.6K	2026-11-06
Hohimer Wealth Management, LLC	INCREASED	4,193	4,140	+53	+1%	$423.3K	$367.0K	-$56.3K	2026-11-04
Range Financial Group LLC	DECREASED	4,144	4,353	-209	-5%	$445.1K	$362.7K	-$82.4K	2026-10-21
Citigroup Inc	DECREASED	2,938	4,673	-1,735	-37%	$477.8K	$257.2K	-$220.7K	2026-11-04
OpenArc Corporate Advisory, LLC	UNCHANGED	2,868	2,868	0	0%	$293.3K	$251.0K	-$42.2K	2026-10-21
MQS Management LLC	NEW	2,645	—	+2,645	—	—	$231.5K	—	2026-11-06
Diversified Trust Co	INCREASED	2,616	2,192	+424	+19%	$224.1K	$229.0K	+$4.8K	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	2,573	2,573	0	0%	$263.0K	$225.0K	-$38.0K	2026-10-15
Independent Financial Group, LLC	NEW	2,445	—	+2,445	—	—	$214.0K	—	2026-10-13
Police & Firemen's Retirement System of New Jersey	UNCHANGED	1,365	1,365	0	0%	$139.6K	$119.5K	-$20.1K	2026-11-09
Pinnacle Wealth Planning Services, Inc.	NEW	993	—	+993	—	—	$86.9K	—	2026-10-27
Murphy & Mullick Capital Management Corp	DECREASED	550	700	-150	-21%	$71.6K	$48.1K	-$23.4K	2026-11-02
New York State Teachers Retirement System	UNCHANGED	486	486	0	0%	$50.0K	$43	-$50.0K	2026-10-22
USA Financial Formulas	NEW	446	—	+446	—	—	$39.0K	—	2026-10-16
Harbor Capital Advisors, Inc.	INCREASED	376	318	+58	+18%	$33	$33.0K	+$33.0K	2026-10-22
Financial Management Professionals, Inc.	UNCHANGED	318	318	0	0%	$32.5K	$27.8K	-$4.7K	2026-10-23
Gamma Investing LLC	INCREASED	253	155	+98	+63%	$15.8K	$22.1K	+$6.3K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	224	80	+144	+180%	$8.2K	$19.6K	+$11.4K	2026-10-08
Sterling Capital Management LLC	INCREASED	167	18	+149	+828%	$1.8K	$14.6K	+$12.8K	2026-10-22
Fifth Third Bancorp	INCREASED	143	132	+11	+8%	$13.5K	$12.5K	-$1.0K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	109	94	+15	+16%	$9.6K	$9.5K	-$71	2026-10-20
Parallel Advisors, LLC	DECREASED	71	72	-1	-1%	$7.4K	$6.2K	-$1.1K	2026-11-03
PNC Financial Services Group, Inc.	INCREASED	64	59	+5	+8%	$6.0K	$5.6K	-$431	2026-11-06
US Bancorp \de\	UNCHANGED	43	43	0	0%	$4.4K	$3.8K	-$633	2026-11-05
EverSource Wealth Advisors, LLC	UNCHANGED	41	41	0	0%	$4.2K	$3.6K	-$603	2026-11-04
Allworth Financial LP	UNCHANGED	35	35	0	0%	$3.6K	$3.6K	$0	2026-11-06
Larson Financial Group LLC	UNCHANGED	17	17	0	0%	$1.7K	$1.5K	-$250	2026-11-05
Root Financial Partners, LLC	NEW	15	—	+15	—	—	$1.3K	—	2026-10-21
Essential Partners LLC	UNCHANGED	11	11	0	0%	$1.1K	$963	-$162	2026-10-14
Rossby Financial, LCC	NEW	8	—	+8	—	—	$700	—	2026-11-05
WPG Advisers, LLC	NEW	7	—	+7	—	—	$613	—	2026-10-27
Covestor Ltd	DECREASED	7	13	-6	-46%	$1	$1	$0	2026-10-30
First Horizon Corp	NEW	5	—	+5	—	—	$438	—	2026-10-26
Private Trust Co NA	NEW	4	—	+4	—	—	$350	—	2026-10-20
Provenance Wealth Advisors, LLC	NEW	4	—	+4	—	—	$350	—	2026-10-30
Signaturefd, LLC	UNCHANGED	3	3	0	0%	$307	$263	-$44	2026-10-23
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$102	$98	-$4	2026-10-30
SG Capital Management LLC	CLOSED	0	34,553	-34,553	-100%	$3.5M	$0	-$3.5M	2026-11-06
Picton Mahoney Asset Management	CLOSED	0	10,782	-10,782	-100%	$1.1M	$0	-$1.1M	2026-11-09
Vista Finance, LLC	CLOSED	0	2,115	-2,115	-100%	$216.3K	$0	-$216.3K	2026-10-23
TD Waterhouse Canada Inc.	CLOSED	0	60	-60	-100%	$6.2K	$0	-$6.2K	2026-10-16
Physician Wealth Advisors, Inc.	CLOSED	0	3	-3	-100%	$307	$0	-$307	2026-10-20
Wellington Management Group LLP	N/A	—	522,642	-522,642	-100%	$53.4M	—	—	—
BlackRock, Inc.	N/A	—	425,768	-425,768	-100%	$43.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	235,886	-235,886	-100%	$24.1M	—	—	—
American Century Companies Inc	N/A	—	221,049	-221,049	-100%	$22.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	117,995	-117,995	-100%	$12.1M	—	—	—
State Street Corp	N/A	—	117,936	-117,936	-100%	$12.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	99,601	-99,601	-100%	$10.2M	—	—	—
Renaissance Technologies LLC	N/A	—	92,158	-92,158	-100%	$9.4M	—	—	—
Philadelphia Financial Management of San Francisco, LLC	N/A	—	89,597	-89,597	-100%	$9.2M	—	—	—
Empowered Funds, LLC	N/A	—	71,255	-71,255	-100%	$7.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	66,273	-66,273	-100%	$6.8M	—	—	—
Northern Trust Corp	N/A	—	60,622	-60,622	-100%	$6.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	52,467	-52,467	-100%	$5.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	50,422	-50,422	-100%	$5.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	43,695	-43,695	-100%	$4.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	39,387	-39,387	-100%	$4.0M	—	—	—
Jane Street Group, LLC	N/A	—	37,316	-37,316	-100%	$3.8M	—	—	—
JPMorgan Chase & Co	N/A	—	35,599	-35,599	-100%	$3.7M	—	—	—
Citadel Advisors LLC	N/A	—	34,514	-34,514	-100%	$3.5M	—	—	—
Victory Capital Management Inc	N/A	—	28,535	-28,535	-100%	$2.9M	—	—	—
State of Wisconsin Investment Board	N/A	—	28,423	-28,423	-100%	$2.9M	—	—	—
Panagora Asset Management Inc	N/A	—	27,992	-27,992	-100%	$2.9M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	27,204	-27,204	-100%	$2.8M	—	—	—
Varcov Co.	N/A	—	26,491	-26,491	-100%	$2.7M	—	—	—
Quadrature Capital Ltd	N/A	—	25,083	-25,083	-100%	$2.6M	—	—	—
Credit Agricole S A	N/A	—	25,000	-25,000	-100%	$2.6M	—	—	—
Franklin Resources Inc	N/A	—	22,323	-22,323	-100%	$2.3M	—	—	—
XTX Topco Ltd	N/A	—	21,526	-21,526	-100%	$2.2M	—	—	—
Denali Advisors LLC	N/A	—	19,871	-19,871	-100%	$2.0M	—	—	—
Raymond James Financial Inc	N/A	—	16,428	-16,428	-100%	$1.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,666	-14,666	-100%	$1.5M	—	—	—
Nuveen, LLC	N/A	—	14,370	-14,370	-100%	$1.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	14,052	-14,052	-100%	$1.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	11,847	-11,847	-100%	$1.2M	—	—	—
Millennium Management LLC	N/A	—	11,500	-11,500	-100%	$1.2M	—	—	—
Trexquant Investment LP	N/A	—	11,388	-11,388	-100%	$1.2M	—	—	—
Invesco Ltd.	N/A	—	11,328	-11,328	-100%	$1.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	10,444	-10,444	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	10,425	-10,425	-100%	$1.1M	—	—	—
Swiss National Bank	N/A	—	10,400	-10,400	-100%	$1.1M	—	—	—
Morgan Stanley	N/A	—	10,091	-10,091	-100%	$1.0M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	9,881	-9,881	-100%	$1.0M	—	—	—
Legato Capital Management LLC	N/A	—	9,320	-9,320	-100%	$953.0K	—	—	—
UBS Group AG	N/A	—	9,153	-9,153	-100%	$935.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	8,726	-8,726	-100%	$892.2K	—	—	—
New York State Common Retirement Fund	N/A	—	8,254	-8,254	-100%	$844.0K	—	—	—
Prudential Financial Inc	N/A	—	6,580	-6,580	-100%	$672.8K	—	—	—
Engineers Gate Manager LP	N/A	—	6,542	-6,542	-100%	$668.9K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	6,522	-6,522	-100%	$666.9K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	6,380	-6,380	-100%	$652.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	6,287	-6,287	-100%	$642.8K	—	—	—
Baader Bank Aktiengesellschaft	N/A	—	6,200	-6,200	-100%	$634.0K	—	—	—
Rhumbline Advisers	N/A	—	6,023	-6,023	-100%	$615.8K	—	—	—
AQR Capital Management LLC	N/A	—	5,885	-5,885	-100%	$601.7K	—	—	—
California State Teachers Retirement System	N/A	—	5,768	-5,768	-100%	$589.8K	—	—	—
Allstate Corp	N/A	—	5,667	-5,667	-100%	$579.5K	—	—	—
Alliancebernstein L.P.	N/A	—	5,660	-5,660	-100%	$297.0K	—	—	—
Numerai GP LLC	N/A	—	5,418	-5,418	-100%	$554.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,800	-4,800	-100%	$490.8K	—	—	—
Wells Fargo & Company	N/A	—	4,731	-4,731	-100%	$483.7K	—	—	—
Marshall Wace, LLP	N/A	—	4,467	-4,467	-100%	$456.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,462	-4,462	-100%	$456.2K	—	—	—
Two Sigma Investments, LP	N/A	—	4,440	-4,440	-100%	$454.0K	—	—	—
HighTower Advisors, LLC	N/A	—	4,091	-4,091	-100%	$418.3K	—	—	—
Quantbot Technologies LP	N/A	—	3,962	-3,962	-100%	$405.1K	—	—	—
Point72 Asset Management, L.P.	N/A	—	3,809	-3,809	-100%	$389.5K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	3,731	-3,731	-100%	$381.5K	—	—	—
Inspire Advisors, LLC	N/A	—	3,419	-3,419	-100%	$349.6K	—	—	—
Virtu Financial LLC	N/A	—	3,396	-3,396	-100%	$347.0K	—	—	—
Zacks Investment Management	N/A	—	3,304	-3,304	-100%	$337.8K	—	—	—
Legal & General Group Plc	N/A	—	3,131	-3,131	-100%	$320.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	3,108	-3,108	-100%	$317.8K	—	—	—
Magnetar Financial LLC	N/A	—	2,999	-2,999	-100%	$306.6K	—	—	—
Globeflex Capital L P	N/A	—	2,908	-2,908	-100%	$297.3K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	2,812	-2,812	-100%	$288.0K	—	—	—
FMR LLC	N/A	—	2,798	-2,798	-100%	$286.1K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	2,756	-2,756	-100%	$281.8K	—	—	—
Callan Family Office, LLC	N/A	—	2,641	-2,641	-100%	$270.0K	—	—	—
Lazard Asset Management LLC	N/A	—	2,640	-2,640	-100%	$269.9K	—	—	—
HSBC Holdings PLC	N/A	—	2,625	-2,625	-100%	$268.6K	—	—	—
CreativeOne Wealth, LLC	N/A	—	2,568	-2,568	-100%	$262.6K	—	—	—
Jupiter Topco LLC	N/A	—	2,500	-2,500	-100%	$255.3K	—	—	—
LRI Investments, LLC	N/A	—	2,500	-2,500	-100%	$255.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,373	-2,373	-100%	$242.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,341	-2,341	-100%	$239.4K	—	—	—
EntryPoint Capital, LLC	N/A	—	2,319	-2,319	-100%	$237.1K	—	—	—
Walleye Capital LLC	N/A	—	2,030	-2,030	-100%	$207.6K	—	—	—
Royal Bank of Canada	N/A	—	1,893	-1,893	-100%	$194.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	1,810	-1,810	-100%	$185.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	1,300	-1,300	-100%	$132.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	982	-982	-100%	$100.4K	—	—	—
USA Financial Formulas	N/A	—	761	-761	-100%	$77.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	504	-504	-100%	$55.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	446	-446	-100%	$45.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	415	-415	-100%	$42.4K	—	—	—
National Bank of Canada	N/A	—	296	-296	-100%	$30.2K	—	—	—
Arax Advisory Partners	N/A	—	116	-116	-100%	$11.9K	—	—	—
C M Bidwell & Associates LTD	N/A	—	79	-79	-100%	$8.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	71	-71	-100%	$7.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	43	-43	-100%	$4.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	20	-20	-100%	$2.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	4	-4	-100%	$409	—	—	—
Smartleaf Asset Management LLC	N/A	—	1	-1	-100%	$104	—	—	—

Showing 161 of 161 institutions