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B&G Foods Inc (BGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares3,407,508 from 2,993,289
Change+414,219 (+14%)
Value$9.8M (-$2.1M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,698,244 from 2,109,327
Change-411,083 (-19%)
Value$4.9M (-$3.5M)
Filed 2026-11-06
Dana Investment Advisors, Inc.
DECREASED
Shares1,623,053 from 1,646,569
Change-23,516 (-1%)
Value$4.7M (-$1.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares376,976 from 407,582
Change-30,606 (-8%)
Value$1.1M (-$540.3K)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares249,734 from 261,076
Change-11,342 (-4%)
Value$716.7K (-$322.3K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares113,899 from 84,580
Change+29,319 (+35%)
Value$326.9K (-$9.7K)
Filed 2026-11-06
Cooper S Advisors, LLC
UNCHANGED
Shares110,891 from 110,891
Change0 (0%)
Value$318.3K (-$123.1K)
Filed 2026-11-03
Investors Asset Management of Georgia Inc
INCREASED
Shares96,791 from 96,089
Change+702 (+1%)
Value$277.8K (-$104.6K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares94,513 from 81,598
Change+12,915 (+16%)
Value$280.2K (-$51.1K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares79,387 from 64,736
Change+14,651 (+23%)
Value$227.8K (-$29.8K)
Filed 2026-10-19
Deutsche Bank Ag\
DECREASED
Shares67,541 from 77,199
Change-9,658 (-13%)
Value$193.8K (-$113.4K)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares59,108 from 51,046
Change+8,062 (+16%)
Value$169.6K (-$33.5K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares57,835 from 13,622
Change+44,213 (+325%)
Value$166.0K (+$111.8K)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares54,250 from 64,508
Change-10,258 (-16%)
Value$155.7K (-$101.0K)
Filed 2026-11-05
LSV Asset Management
UNCHANGED
Shares51,600 from 51,600
Change0 (0%)
Value$148.0K (-$57.0K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares30,967 from 21,388
Change+9,579 (+45%)
Value$88.9K (+$3.8K)
Filed 2026-10-22
Barclays PLC
DECREASED
Shares30,572 from 55,638
Change-25,066 (-45%)
Value$87.7K (-$133.7K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares30,415 from 125,467
Change-95,052 (-76%)
Value$87.3K (-$412.1K)
Filed 2026-11-04
Decision Investments, Inc
INCREASED
Shares27,400 from 12,030
Change+15,370 (+128%)
Value$78.6K (+$30.8K)
Filed 2026-10-07
Imc-Chicago, LLC
DECREASED
Shares19,710 from 39,406
Change-19,696 (-50%)
Value$56.6K (-$100.3K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares18,216 from 18,036
Change+180 (+1%)
Value$54.0K (-$17.8K)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares17,750 from 17,750
Change0 (0%)
Value$50.9K (-$19.7K)
Filed 2026-10-07
KPP Advisory Services LLC
NEW
Shares14,731
Change+14,731
Value$42.3K
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,843 from 14,391
Change-548 (-4%)
Value$40.0K (-$17.0K)
Filed 2026-11-02
Saxon Interests, Inc.
DECREASED
Shares13,674 from 23,130
Change-9,456 (-41%)
Value$39.2K (-$52.8K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares13,529 from 13,020
Change+509 (+4%)
Value$38.8K (-$13.0K)
Filed 2026-11-02
Abel Hall, LLC
NEW
Shares13,466
Change+13,466
Value$38.6K
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares12,829 from 2,447
Change+10,382 (+424%)
Value$36.8K (+$27.1K)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares12,554
Change+12,554
Value$36.0K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,952 from 33,793
Change-21,841 (-65%)
Value$31.3K (-$101.5K)
Filed 2026-10-13
Prism Advisors, Inc.
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$31.2K (-$16.2K)
Filed 2026-10-09
Visionary Wealth Advisors
NEW
Shares10,000
Change+10,000
Value$28.7K
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares8,118 from 8,118
Change0 (0%)
Value$23.3K (-$9.0K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares4,567 from 4,451
Change+116 (+3%)
Value$13.1K (-$4.6K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares4,197 from 4,582
Change-385 (-8%)
Value$12.0K (-$6.2K)
Filed 2026-10-08
Versant Capital Management, Inc
DECREASED
Shares4,000 from 10,578
Change-6,578 (-62%)
Value$11.5K (-$30.6K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,911 from 3,820
Change+91 (+2%)
Value$11.2K (-$4.0K)
Filed 2026-10-27
Fortitude Family Office, LLC
NEW
Shares3,256
Change+3,256
Value$9.3K
Filed 2026-10-14
Larson Financial Group LLC
NEW
Shares2,750
Change+2,750
Value$7.9K
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,917 from 2,689
Change-772 (-29%)
Value$5.5K (-$5.2K)
Filed 2026-10-16
Sterling Capital Management LLC
DECREASED
Shares1,552 from 49,216
Change-47,664 (-97%)
Value$4.5K (-$191.4K)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$3.9K (-$1.5K)
Filed 2026-10-08
West Branch Capital LLC
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$3.6K (-$1.4K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares1,221 from 652
Change+569 (+87%)
Value$4.9K (+$2.3K)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$2.5K (-$982)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares843 from 1,696
Change-853 (-50%)
Value$2.4K (-$4.3K)
Filed 2026-11-05
Winch Advisory Services, LLC
INCREASED
Shares769 from 749
Change+20 (+3%)
Value$2.2K (-$777)
Filed 2026-11-06
Parkside Financial Bank & Trust
INCREASED
Shares315 from 125
Change+190 (+152%)
Value$905 (+$407)
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$574 (-$222)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares188 from 124
Change+64 (+52%)
Value$1 (+$1)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
NEW
Shares169
Change+169
Value$486
Filed 2026-10-20
Moisand Fitzgerald Tamayo, LLC
NEW
Shares166
Change+166
Value$477
Filed 2026-10-15
Bell Investment Advisors, Inc
NEW
Shares153
Change+153
Value$440
Filed 2026-10-29
Evolution Wealth Management Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$290 (-$112)
Filed 2026-10-28
TD Waterhouse Canada Inc.
NEW
Shares100
Change+100
Value$293
Filed 2026-10-16
Summit Securities Group LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$287 (-$111)
Filed 2026-11-05
Essential Investment Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$287 (-$111)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$287 (-$111)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares83 from 81
Change+2 (+2%)
Value$238 (-$84)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$158 (-$61)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$61 (-$15)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares7 from 764
Change-757 (-99%)
Value$20 (-$3.0K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$17 (-$7)
Filed 2026-10-21
Savoir Faire Capital Management, L.P.
CLOSED
Shares0 from 262,179
Change-262,179 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Alps Advisors Inc
CLOSED
Shares0 from 151,773
Change-151,773 (-100%)
Value$0 (-$604.1K)
Filed 2026-11-03
Creative Planning
CLOSED
Shares0 from 72,858
Change-72,858 (-100%)
Value$0 (-$290.0K)
Filed 2026-11-02
Natixis
CLOSED
Shares0 from 41,000
Change-41,000 (-100%)
Value$0 (-$163.2K)
Filed 2026-11-06
Inscription Capital, LLC
CLOSED
Shares0 from 18,345
Change-18,345 (-100%)
Value$0 (-$73.0K)
Filed 2026-11-02
Wellington Shields & Co., LLC
CLOSED
Shares0 from 13,505
Change-13,505 (-100%)
Value$0 (-$53.8K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 11,375
Change-11,375 (-100%)
Value$0 (-$45.3K)
Filed 2026-10-13
ProShare Advisors LLC
CLOSED
Shares0 from 10,304
Change-10,304 (-100%)
Value$0 (-$41.0K)
Filed 2026-10-29
Signaturefd, LLC
CLOSED
Shares0 from 5,909
Change-5,909 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-23
Parallel Advisors, LLC
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-03
True Wealth Design, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-13
First Command Advisory Services, Inc.
CLOSED
Shares0 from 457
Change-457 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-23
Essential Partners LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$712)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$638)
Filed 2026-10-30
Avion Wealth
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 ($0)
Filed 2026-11-04
Hughes Financial Services, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$4)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 6,206,181
Change-6,206,181 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,797,413
Change-3,797,413 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,456,171
Change-3,456,171 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,565,830
Change-2,565,830 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,787,165
Change-1,787,165 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,784,312
Change-1,784,312 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,687,409
Change-1,687,409 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 1,431,000
Change-1,431,000 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,088,307
Change-1,088,307 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 876,786
Change-876,786 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 761,918
Change-761,918 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 738,207
Change-738,207 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 720,819
Change-720,819 (-100%)
Value—
UBS Group AG
N/A
Shares— from 715,300
Change-715,300 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 682,850
Change-682,850 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 672,000
Change-672,000 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 643,016
Change-643,016 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 540,463
Change-540,463 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 540,318
Change-540,318 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 402,350
Change-402,350 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 380,292
Change-380,292 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 361,964
Change-361,964 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 331,322
Change-331,322 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 324,422
Change-324,422 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 314,188
Change-314,188 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 292,216
Change-292,216 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 279,993
Change-279,993 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 251,164
Change-251,164 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 222,795
Change-222,795 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 221,562
Change-221,562 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 211,307
Change-211,307 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 201,973
Change-201,973 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 176,335
Change-176,335 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 159,395
Change-159,395 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 119,362
Change-119,362 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 114,580
Change-114,580 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 106,334
Change-106,334 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 100,999
Change-100,999 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 100,194
Change-100,194 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 98,665
Change-98,665 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 85,085
Change-85,085 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 77,400
Change-77,400 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 72,990
Change-72,990 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 64,325
Change-64,325 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 61,953
Change-61,953 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 54,775
Change-54,775 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 49,276
Change-49,276 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 44,641
Change-44,641 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 44,485
Change-44,485 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 43,560
Change-43,560 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 42,271
Change-42,271 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 41,949
Change-41,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 39,795
Change-39,795 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 37,517
Change-37,517 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,687
Change-36,687 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 36,239
Change-36,239 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,626
Change-35,626 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 35,560
Change-35,560 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 34,957
Change-34,957 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 31,015
Change-31,015 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 24,997
Change-24,997 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 24,624
Change-24,624 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,682
Change-22,682 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 20,659
Change-20,659 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 20,305
Change-20,305 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 18,947
Change-18,947 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 18,467
Change-18,467 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 12,444
Change-12,444 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,044
Change-12,044 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 11,298
Change-11,298 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,008
Change-11,008 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,877
Change-10,877 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,755
Change-10,755 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,068
Change-7,068 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 780
Change-780 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 350
Change-350 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 344
Change-344 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Quarry LP
N/A
Shares— from 114
Change-114 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED3,407,5082,993,289+414,219+14%$11.9M$9.8M-$2.1M2026-11-04
Geode Capital Management, LLC
DECREASED1,698,2442,109,327-411,083-19%$8.4M$4.9M-$3.5M2026-11-06
Dana Investment Advisors, Inc.
DECREASED1,623,0531,646,569-23,516-1%$6.6M$4.7M-$1.9M2026-11-06
Bank of New York Mellon Corp
DECREASED376,976407,582-30,606-8%$1.6M$1.1M-$540.3K2026-11-05
Kornitzer Capital Management Inc
DECREASED249,734261,076-11,342-4%$1.0M$716.7K-$322.3K2026-11-03
Russell Investments Group, Ltd.
INCREASED113,89984,580+29,319+35%$336.6K$326.9K-$9.7K2026-11-06
Cooper S Advisors, LLC
UNCHANGED110,891110,89100%$441.3K$318.3K-$123.1K2026-11-03
Investors Asset Management of Georgia Inc
INCREASED96,79196,089+702+1%$382.4K$277.8K-$104.6K2026-10-20
Nisa Investment Advisors, LLC
INCREASED94,51381,598+12,915+16%$331.4K$280.2K-$51.1K2026-10-20
Independent Wealth Network Inc.
INCREASED79,38764,736+14,651+23%$257.7K$227.8K-$29.8K2026-10-19
Deutsche Bank Ag\
DECREASED67,54177,199-9,658-13%$307.3K$193.8K-$113.4K2026-11-06
LPL Financial LLC
INCREASED59,10851,046+8,062+16%$203.2K$169.6K-$33.5K2026-11-06
State of Wyoming
INCREASED57,83513,622+44,213+325%$54.2K$166.0K+$111.8K2026-10-28
US Bancorp \de\
DECREASED54,25064,508-10,258-16%$256.7K$155.7K-$101.0K2026-11-05
LSV Asset Management
UNCHANGED51,60051,60000%$205.0K$148.0K-$57.0K2026-11-06
SBI Securities Co., Ltd.
INCREASED30,96721,388+9,579+45%$85.1K$88.9K+$3.8K2026-10-22
Barclays PLC
DECREASED30,57255,638-25,066-45%$221.4K$87.7K-$133.7K2026-11-06
Citigroup Inc
DECREASED30,415125,467-95,052-76%$499.4K$87.3K-$412.1K2026-11-04
Decision Investments, Inc
INCREASED27,40012,030+15,370+128%$47.9K$78.6K+$30.8K2026-10-07
Imc-Chicago, LLC
DECREASED19,71039,406-19,696-50%$156.8K$56.6K-$100.3K2026-11-05
Kestra Advisory Services, LLC
INCREASED18,21618,036+180+1%$71.8K$54.0K-$17.8K2026-11-02
Investors Research Corp
UNCHANGED17,75017,75000%$70.6K$50.9K-$19.7K2026-10-07
KPP Advisory Services LLC
NEW14,731—+14,731——$42.3K—2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED13,84314,391-548-4%$57.0K$40.0K-$17.0K2026-11-02
Saxon Interests, Inc.
DECREASED13,67423,130-9,456-41%$92.1K$39.2K-$52.8K2026-10-26
Commonwealth Equity Services, LLC
INCREASED13,52913,020+509+4%$51.8K$38.8K-$13.0K2026-11-02
Abel Hall, LLC
NEW13,466—+13,466——$38.6K—2026-10-19
PNC Financial Services Group, Inc.
INCREASED12,8292,447+10,382+424%$9.7K$36.8K+$27.1K2026-11-06
Savant Capital, LLC
NEW12,554—+12,554——$36.0K—2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED11,95233,793-21,841-65%$132.8K$31.3K-$101.5K2026-10-13
Prism Advisors, Inc.
UNCHANGED11,90011,90000%$47.4K$31.2K-$16.2K2026-10-09
Visionary Wealth Advisors
NEW10,000—+10,000——$28.7K—2026-11-04
Triumph Capital Management
UNCHANGED8,1188,11800%$32.3K$23.3K-$9.0K2026-10-14
Gamma Investing LLC
INCREASED4,5674,451+116+3%$17.7K$13.1K-$4.6K2026-10-08
Farther Finance Advisors, LLC
DECREASED4,1974,582-385-8%$18.2K$12.0K-$6.2K2026-10-08
Versant Capital Management, Inc
DECREASED4,00010,578-6,578-62%$42.1K$11.5K-$30.6K2026-10-02
Pinnacle Wealth Planning Services, Inc.
INCREASED3,9113,820+91+2%$15.2K$11.2K-$4.0K2026-10-27
Fortitude Family Office, LLC
NEW3,256—+3,256——$9.3K—2026-10-14
Larson Financial Group LLC
NEW2,750—+2,750——$7.9K—2026-11-05
IFP Advisors, Inc
DECREASED1,9172,689-772-29%$10.7K$5.5K-$5.2K2026-10-16
Sterling Capital Management LLC
DECREASED1,55249,216-47,664-97%$195.9K$4.5K-$191.4K2026-10-22
CoreCap Advisors, LLC
UNCHANGED1,3551,35500%$5.4K$3.9K-$1.5K2026-10-08
West Branch Capital LLC
UNCHANGED1,2561,25600%$5.0K$3.6K-$1.4K2026-10-20
Allworth Financial LP
INCREASED1,221652+569+87%$2.6K$4.9K+$2.3K2026-11-06
Golden State Wealth Management, LLC
UNCHANGED88488400%$3.5K$2.5K-$9822026-11-02
Fifth Third Bancorp
DECREASED8431,696-853-50%$6.8K$2.4K-$4.3K2026-11-05
Winch Advisory Services, LLC
INCREASED769749+20+3%$3.0K$2.2K-$7772026-11-06
Parkside Financial Bank & Trust
INCREASED315125+190+152%$498$905+$4072026-10-27
Montgomery Financial Services LLC
UNCHANGED20020000%$796$574-$2222026-11-03
Covestor Ltd
INCREASED188124+64+52%$0$1+$12026-10-30
Physician Wealth Advisors, Inc.
NEW169—+169——$486—2026-10-20
Moisand Fitzgerald Tamayo, LLC
NEW166—+166——$477—2026-10-15
Bell Investment Advisors, Inc
NEW153—+153——$440—2026-10-29
Evolution Wealth Management Inc.
UNCHANGED10110100%$402$290-$1122026-10-28
TD Waterhouse Canada Inc.
NEW100—+100——$293—2026-10-16
Summit Securities Group LLC
UNCHANGED10010000%$398$287-$1112026-11-05
Essential Investment Partners LLC
UNCHANGED10010000%$398$287-$1112026-10-27
Quest 10 Wealth Builders, Inc.
UNCHANGED10010000%$398$287-$1112026-11-02
Financial Consulate, Inc
INCREASED8381+2+2%$322$238-$842026-10-23
Private Wealth Management Group, LLC
UNCHANGED555500%$219$158-$612026-10-19
Clearstead Advisors, LLC
INCREASED2119+2+11%$76$61-$152026-11-06
EverSource Wealth Advisors, LLC
DECREASED7764-757-99%$3.0K$20-$3.0K2026-11-04
Assetmark, Inc
UNCHANGED6600%$24$17-$72026-10-21
Savoir Faire Capital Management, L.P.
CLOSED0262,179-262,179-100%$1.0M$0-$1.0M2026-11-03
Alps Advisors Inc
CLOSED0151,773-151,773-100%$604.1K$0-$604.1K2026-11-03
Creative Planning
CLOSED072,858-72,858-100%$290.0K$0-$290.0K2026-11-02
Natixis
CLOSED041,000-41,000-100%$163.2K$0-$163.2K2026-11-06
Inscription Capital, LLC
CLOSED018,345-18,345-100%$73.0K$0-$73.0K2026-11-02
Wellington Shields & Co., LLC
CLOSED013,505-13,505-100%$53.8K$0-$53.8K2026-11-03
Gilman Hill Asset Management, LLC
CLOSED011,375-11,375-100%$45.3K$0-$45.3K2026-10-13
ProShare Advisors LLC
CLOSED010,304-10,304-100%$41.0K$0-$41.0K2026-10-29
Signaturefd, LLC
CLOSED05,909-5,909-100%$23.5K$0-$23.5K2026-10-23
Parallel Advisors, LLC
CLOSED01,021-1,021-100%$4.1K$0-$4.1K2026-11-03
True Wealth Design, LLC
CLOSED0766-766-100%$3.0K$0-$3.0K2026-10-13
First Command Advisory Services, Inc.
CLOSED0457-457-100%$1.8K$0-$1.8K2026-11-05
Wilmington Savings Fund Society, FSB
CLOSED0400-400-100%$1.6K$0-$1.6K2026-10-23
Essential Partners LLC
CLOSED0179-179-100%$712$0-$7122026-10-14
Smallwood Wealth Investment Management, LLC
CLOSED0160-160-100%$638$0-$6382026-10-30
Avion Wealth
CLOSED0129-129-100%$0$0$02026-11-04
Hughes Financial Services, LLC
CLOSED01-1-100%$4$0-$42026-10-30
BlackRock, Inc.
N/A—6,206,181-6,206,181-100%$24.7M———
Goldman Sachs Group Inc
N/A—3,797,413-3,797,413-100%$15.1M———
Vanguard Capital Management LLC
N/A—3,456,171-3,456,171-100%$13.8M———
Charles Schwab Investment Management Inc
N/A—2,565,830-2,565,830-100%$10.2M———
State Street Corp
N/A—1,787,165-1,787,165-100%$7.3M———
Morgan Stanley
N/A—1,784,312-1,784,312-100%$7.1M———
Vanguard Portfolio Management LLC
N/A—1,687,409-1,687,409-100%$6.7M———
Hotchkis & Wiley Capital Management LLC
N/A—1,431,000-1,431,000-100%$5.7M———
Bessemer Group Inc
N/A—1,088,307-1,088,307-100%$4.3M———
AQR Capital Management LLC
N/A—876,786-876,786-100%$3.5M———
Raymond James Financial Inc
N/A—761,918-761,918-100%$3.0M———
Two Sigma Investments, LP
N/A—738,207-738,207-100%$2.9M———
Quantinno Capital Management LP
N/A—720,819-720,819-100%$2.9M———
UBS Group AG
N/A—715,300-715,300-100%$2.8M———
Northern Trust Corp
N/A—682,850-682,850-100%$2.7M———
Armistice Capital, LLC
N/A—672,000-672,000-100%$2.7M———
Bridgeway Capital Management, LLC
N/A—643,016-643,016-100%$2.6M———
Vanguard Fiduciary Trust Co
N/A—540,463-540,463-100%$2.2M———
CastleKnight Management LP
N/A—540,318-540,318-100%$2.2M———
Empowered Funds, LLC
N/A—402,350-402,350-100%$1.6M———
Segall Bryant & Hamill, LLC
N/A—380,292-380,292-100%$1.5M———
Invesco Ltd.
N/A—361,964-361,964-100%$1.4M———
JPMorgan Chase & Co
N/A—331,322-331,322-100%$1.4M———
Bank of America Corp
N/A—324,422-324,422-100%$1.3M———
Millennium Management LLC
N/A—314,188-314,188-100%$1.3M———
Marshall Wace, LLP
N/A—292,216-292,216-100%$1.2M———
PFG Investments, LLC
N/A—279,993-279,993-100%$1.1M———
Allianz Asset Management GmbH
N/A—251,164-251,164-100%$999.6K———
American Century Companies Inc
N/A—222,795-222,795-100%$886.7K———
Nuveen, LLC
N/A—221,562-221,562-100%$881.8K———
Franklin Resources Inc
N/A—211,307-211,307-100%$841.0K———
Stifel Financial Corp
N/A—201,973-201,973-100%$803.9K———
Ameriprise Financial Inc
N/A—176,335-176,335-100%$703.2K———
Price T Rowe Associates Inc
N/A—159,395-159,395-100%$635.0K———
Citadel Advisors LLC
N/A—119,362-119,362-100%$475.1K———
Wells Fargo & Company
N/A—114,580-114,580-100%$456.0K———
Aristeia Capital, L.L.C.
N/A—106,334-106,334-100%$423.2K———
Campbell & Co Investment Adviser LLC
N/A—100,999-100,999-100%$402.0K———
Rhumbline Advisers
N/A—100,194-100,194-100%$398.8K———
Alliancebernstein L.P.
N/A—98,665-98,665-100%$474.6K———
Ares Systematic Credit Ltd
N/A—85,085-85,085-100%$338.6K———
Renaissance Technologies LLC
N/A—77,400-77,400-100%$308.1K———
Squarepoint Ops LLC
N/A—72,990-72,990-100%$290.5K———
SEI Investments Co
N/A—64,325-64,325-100%$256.0K———
Jain Global LLC
N/A—61,953-61,953-100%$246.6K———
Atom Investors LP
N/A—54,775-54,775-100%$218.0K———
Ballentine Partners, LLC
N/A—49,276-49,276-100%$196.1K———
MetLife Investment Management, LLC
N/A—44,641-44,641-100%$177.7K———
XTX Topco Ltd
N/A—44,485-44,485-100%$177.1K———
Federated Hermes, Inc.
N/A—43,560-43,560-100%$173.4K———
Cerity Partners LLC
N/A—42,271-42,271-100%$168.2K———
Quantbot Technologies LP
N/A—41,949-41,949-100%$167.0K———
Cetera Investment Advisers
N/A—39,795-39,795-100%$158.4K———
Winton Group Ltd
N/A—37,517-37,517-100%$149.3K———
Mariner, LLC
N/A—36,687-36,687-100%$146.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—36,239-36,239-100%$144.2K———
Mercer Global Advisors Inc
N/A—35,626-35,626-100%$141.8K———
Vanguard Global Advisers, LLC
N/A—35,560-35,560-100%$141.5K———
Dynamic Technology Lab Private Ltd
N/A—34,957-34,957-100%$139.0K———
Brevan Howard Capital Management LP
N/A—31,015-31,015-100%$123.4K———
Group One Trading LLC
N/A—24,997-24,997-100%$99.5K———
IEQ Capital, LLC
N/A—24,624-24,624-100%$98.0K———
Police & Firemen's Retirement System of New Jersey
N/A—22,682-22,682-100%$90.3K———
Manufacturers Life Insurance Company, the
N/A—20,659-20,659-100%$82.2K———
State Board of Administration of Florida Retirement System
N/A—20,305-20,305-100%$80.8K———
Prudential Financial Inc
N/A—18,947-18,947-100%$75.4K———
Intech Investment Management LLC
N/A—18,467-18,467-100%$73.5K———
Arax Advisory Partners
N/A—17,780-17,780-100%$70.8K———
New York State Common Retirement Fund
N/A—16,956-16,956-100%$67.5K———
Voya Investment Management LLC
N/A—16,862-16,862-100%$67.1K———
Sanctuary Advisors, LLC
N/A—15,814-15,814-100%$62.9K———
FMR LLC
N/A—14,977-14,977-100%$59.6K———
Neuberger Berman Group LLC
N/A—13,545-13,545-100%$53.9K———
Vanguard Personalized Indexing Management, LLC
N/A—12,444-12,444-100%$49.5K———
Public Employees Retirement System of Ohio
N/A—12,044-12,044-100%$47.9K———
Captrust Financial Advisors
N/A—11,547-11,547-100%$46.0K———
Aigen Investment Management, LP
N/A—11,298-11,298-100%$45.0K———
OneDigital Investment Advisors LLC
N/A—11,128-11,128-100%$44.3K———
Focus Partners Wealth
N/A—11,118-11,118-100%$44.2K———
Pathstone Holdings, LLC
N/A—11,008-11,008-100%$44.3K———
BNP Paribas Financial Markets
N/A—10,877-10,877-100%$43.3K———
Stratos Wealth Partners, Ltd.
N/A—10,755-10,755-100%$42.8K———
Public Employees Retirement Association of Colorado
N/A—10,174-10,174-100%$40———
Caprock Group, LLC
N/A—10,001-10,001-100%$40.8K———
Marathon Trading Investment Management LLC
N/A—10,000-10,000-100%$39.8K———
Legal & General Group Plc
N/A—8,151-8,151-100%$32.4K———
Ameritas Investment Partners, Inc.
N/A—7,068-7,068-100%$28.1K———
Canada Life Assurance Co
N/A—6,571-6,571-100%$26.0K———
Tower Research Capital LLC (TRC)
N/A—6,352-6,352-100%$25.3K———
Osaic Holdings, Inc.
N/A—6,292-6,292-100%$25.1K———
Royal Bank of Canada
N/A—5,960-5,960-100%$24.0K———
Jones Financial Companies Lllp
N/A—5,720-5,720-100%$23.7K———
Optiver Holding B.V.
N/A—4,031-4,031-100%$16.0K———
BFC Planning, Inc.
N/A—3,861-3,861-100%$15.4K———
Smartleaf Asset Management LLC
N/A—1,599-1,599-100%$6.6K———
Northwestern Mutual Wealth Management Co
N/A—1,500-1,500-100%$6.0K———
Steward Partners Investment Advisory, LLC
N/A—1,401-1,401-100%$5.6K———
California State Teachers Retirement System
N/A—1,084-1,084-100%$4.3K———
NewEdge Advisors, LLC
N/A—1,000-1,000-100%$4.0K———
Harbour Investments, Inc.
N/A—780-780-100%$3.1K———
Caitlin John, LLC
N/A—700-700-100%$2.8K———
Rockefeller Capital Management L.P.
N/A—688-688-100%$2.7K———
Federation des caisses Desjardins du Quebec
N/A—350-350-100%$1.4K———
Hantz Financial Services, Inc.
N/A—344-344-100%$1———
Front Row Advisors LLC
N/A—286-286-100%$975———
LOS Angeles Capital Management LLC
N/A—250-250-100%$995———
Berthel, Fisher & Company Financial Services, Inc.
N/A—225-225-100%$896———
Swan Capital LLC
N/A—200-200-100%$796———
Keating Financial Advisory Services, Inc.
N/A—153-153-100%$609———
Measured Wealth Private Client Group, LLC
N/A—150-150-100%$597———
Quarry LP
N/A—114-114-100%$454———
Strategic Investment Solutions, Inc.
N/A—100-100-100%$398———
UBS Asset Management Americas LLC
N/A—55-55-100%$219———
Showing 193 of 193 institutions