BRC Group Holdings Inc (RILY)

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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Equitec Proprietary Markets, LLC

DECREASED

Shares3,340,264 from 3,397,611

Change-57,347 (-2%)

Value$16.3M (-$11.0M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares792,056 from 622,769

Change+169,287 (+27%)

Value$3.9M (-$1.1M)

Filed 2026-11-06

SummerHaven Investment Management, LLC

NEW

Shares127,370

Change+127,370

Value$622.2K

Filed 2026-10-19

Bank of New York Mellon Corp

INCREASED

Shares67,742 from 62,841

Change+4,901 (+8%)

Value$330.9K (-$174.3K)

Filed 2026-11-05

B. Riley Wealth Advisors, Inc.

DECREASED

Shares62,820 from 73,820

Change-11,000 (-15%)

Value$306.9K (-$297.0K)

Filed 2026-10-13

State of Wyoming

INCREASED

Shares57,603 from 43,591

Change+14,012 (+32%)

Value$281.4K (-$69.1K)

Filed 2026-10-28

Straight Path Wealth Management

INCREASED

Shares47,400 from 43,800

Change+3,600 (+8%)

Value$231.5K (-$120.6K)

Filed 2026-10-23

Dimensional Fund Advisors LP

DECREASED

Shares34,943 from 73,426

Change-38,483 (-52%)

Value$170.7K (-$419.6K)

Filed 2026-11-04

MGO One Seven LLC

INCREASED

Shares28,374 from 28,373

Change+1 (0%)

Value$138.6K (-$89.5K)

Filed 2026-10-28

Deutsche Bank Ag\

INCREASED

Shares24,354 from 22,596

Change+1,758 (+8%)

Value$119.1K (-$62.6K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares17,770 from 16,214

Change+1,556 (+10%)

Value$86.8K (-$43.6K)

Filed 2026-11-06

Royce & Associates LP

INCREASED

Shares15,850 from 11,622

Change+4,228 (+36%)

Value$77.4K (-$16.0K)

Filed 2026-11-09

Wealthcare Advisory Partners LLC

NEW

Shares11,520

Change+11,520

Value$56.3K

Filed 2026-10-21

Barclays PLC

INCREASED

Shares11,338 from 7,374

Change+3,964 (+54%)

Value$55.4K (-$3.9K)

Filed 2026-11-06

DBA Trading, LLC

DECREASED

Shares5,000 from 3,227,869

Change-3,222,869 (-100%)

Value$24.4K (-$23.6M)

Filed 2026-11-04

Simplex Trading, LLC

DECREASED

Shares4,333 from 28,383

Change-24,050 (-85%)

Value$21.2K (-$207.0K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares4,140 from 4,218

Change-78 (-2%)

Value$20.2K (-$14.1K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares3,482 from 11,403

Change-7,921 (-69%)

Value$17.0K (-$74.7K)

Filed 2026-11-04

Signaturefd, LLC

NEW

Shares831

Change+831

Value$4.1K

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares798 from 773

Change+25 (+3%)

Value$3.9K (-$2.3K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares563 from 467

Change+96 (+21%)

Value$2.8K (-$1.0K)

Filed 2026-10-22

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares391 from 391

Change0 (0%)

Value$1.9K (-$1.2K)

Filed 2026-10-26

Lanark Financial, Inc.

UNCHANGED

Shares375 from 375

Change0 (0%)

Value$1.8K (-$1.2K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$2.9K ($0)

Filed 2026-11-06

Compass Financial Management LLC

UNCHANGED

Shares310 from 310

Change0 (0%)

Value$1.5K (-$978)

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$743 (-$479)

Filed 2026-10-14

Gamma Investing LLC

NEW

Shares145

Change+145

Value$708

Filed 2026-10-08

IFP Advisors, Inc

NEW

Shares44

Change+44

Value$215

Filed 2026-10-16

PNC Financial Services Group, Inc.

INCREASED

Shares34 from 20

Change+14 (+70%)

Value$166 (+$5)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares16

Change+16

Value$78

Filed 2026-10-21

EverSource Wealth Advisors, LLC

NEW

Shares16

Change+16

Value$78

Filed 2026-11-04

True Wealth Design, LLC

NEW

Shares13

Change+13

Value$64

Filed 2026-10-13

Clearstead Advisors, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$49 (-$32)

Filed 2026-11-06

Harbour Investments, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$20 (-$12)

Filed 2026-11-09

Imc-Chicago, LLC

CLOSED

Shares0 from 27,619

Change-27,619 (-100%)

Value$0 (-$222.1K)

Filed 2026-11-05

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$780)

Filed 2026-11-06

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$257)

Filed 2026-10-05

BlackRock, Inc.

N/A

Shares— from 1,734,708

Change-1,734,708 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,096,895

Change-1,096,895 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 830,965

Change-830,965 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 680,961

Change-680,961 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 449,676

Change-449,676 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 402,436

Change-402,436 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 331,798

Change-331,798 (-100%)

Value—

State Street Corp

N/A

Shares— from 293,518

Change-293,518 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 244,500

Change-244,500 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 242,018

Change-242,018 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 194,692

Change-194,692 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 192,503

Change-192,503 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 188,926

Change-188,926 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 161,170

Change-161,170 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 159,762

Change-159,762 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 143,787

Change-143,787 (-100%)

Value—

UBS Group AG

N/A

Shares— from 135,137

Change-135,137 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 112,497

Change-112,497 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 109,241

Change-109,241 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 108,057

Change-108,057 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 107,289

Change-107,289 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 89,289

Change-89,289 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 85,000

Change-85,000 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 84,796

Change-84,796 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 80,699

Change-80,699 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 74,404

Change-74,404 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 55,159

Change-55,159 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 50,400

Change-50,400 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 46,095

Change-46,095 (-100%)

Value—

Man Group plc

N/A

Shares— from 34,605

Change-34,605 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,100

Change-34,100 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 31,020

Change-31,020 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 27,895

Change-27,895 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 27,428

Change-27,428 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 27,300

Change-27,300 (-100%)

Value—

Mork Capital Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 21,939

Change-21,939 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 20,751

Change-20,751 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 18,445

Change-18,445 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,698

Change-16,698 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 16,372

Change-16,372 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,260

Change-15,260 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 13,867

Change-13,867 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 12,646

Change-12,646 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,166

Change-11,166 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 10,703

Change-10,703 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,667

Change-10,667 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,490

Change-10,490 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 10,420

Change-10,420 (-100%)

Value—

Regatta Research & Money Management

N/A

Shares— from 9,650

Change-9,650 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,603

Change-9,603 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,394

Change-8,394 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,900

Change-7,900 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 6,840

Change-6,840 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,832

Change-6,832 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,161

Change-6,161 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,971

Change-3,971 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,816

Change-3,816 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,125

Change-3,125 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,392

Change-2,392 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,933

Change-1,933 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 319

Change-319 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
Equitec Proprietary Markets, LLC	DECREASED	3,340,264	3,397,611	-57,347	-2%	$27.3M	$16.3M	-$11.0M	2026-11-04
Geode Capital Management, LLC	INCREASED	792,056	622,769	+169,287	+27%	$5.0M	$3.9M	-$1.1M	2026-11-06
SummerHaven Investment Management, LLC	NEW	127,370	—	+127,370	—	—	$622.2K	—	2026-10-19
Bank of New York Mellon Corp	INCREASED	67,742	62,841	+4,901	+8%	$505.2K	$330.9K	-$174.3K	2026-11-05
B. Riley Wealth Advisors, Inc.	DECREASED	62,820	73,820	-11,000	-15%	$603.8K	$306.9K	-$297.0K	2026-10-13
State of Wyoming	INCREASED	57,603	43,591	+14,012	+32%	$350.5K	$281.4K	-$69.1K	2026-10-28
Straight Path Wealth Management	INCREASED	47,400	43,800	+3,600	+8%	$352.2K	$231.5K	-$120.6K	2026-10-23
Dimensional Fund Advisors LP	DECREASED	34,943	73,426	-38,483	-52%	$590.3K	$170.7K	-$419.6K	2026-11-04
MGO One Seven LLC	INCREASED	28,374	28,373	+1	0%	$228.1K	$138.6K	-$89.5K	2026-10-28
Deutsche Bank Ag\	INCREASED	24,354	22,596	+1,758	+8%	$181.7K	$119.1K	-$62.6K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	17,770	16,214	+1,556	+10%	$130.4K	$86.8K	-$43.6K	2026-11-06
Royce & Associates LP	INCREASED	15,850	11,622	+4,228	+36%	$93.4K	$77.4K	-$16.0K	2026-11-09
Wealthcare Advisory Partners LLC	NEW	11,520	—	+11,520	—	—	$56.3K	—	2026-10-21
Barclays PLC	INCREASED	11,338	7,374	+3,964	+54%	$59.3K	$55.4K	-$3.9K	2026-11-06
DBA Trading, LLC	DECREASED	5,000	3,227,869	-3,222,869	-100%	$23.6M	$24.4K	-$23.6M	2026-11-04
Simplex Trading, LLC	DECREASED	4,333	28,383	-24,050	-85%	$228.2K	$21.2K	-$207.0K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	4,140	4,218	-78	-2%	$34.3K	$20.2K	-$14.1K	2026-10-08
Citigroup Inc	DECREASED	3,482	11,403	-7,921	-69%	$91.7K	$17.0K	-$74.7K	2026-11-04
Signaturefd, LLC	NEW	831	—	+831	—	—	$4.1K	—	2026-10-23
SBI Securities Co., Ltd.	INCREASED	798	773	+25	+3%	$6.2K	$3.9K	-$2.3K	2026-10-22
Sterling Capital Management LLC	INCREASED	563	467	+96	+21%	$3.8K	$2.8K	-$1.0K	2026-10-22
Glass Jacobson Investment Advisors llc	UNCHANGED	391	391	0	0%	$3.1K	$1.9K	-$1.2K	2026-10-26
Lanark Financial, Inc.	UNCHANGED	375	375	0	0%	$3.0K	$1.8K	-$1.2K	2026-10-26
Allworth Financial LP	UNCHANGED	355	355	0	0%	$2.9K	$2.9K	$0	2026-11-06
Compass Financial Management LLC	UNCHANGED	310	310	0	0%	$2.5K	$1.5K	-$978	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	152	152	0	0%	$1.2K	$743	-$479	2026-10-14
Gamma Investing LLC	NEW	145	—	+145	—	—	$708	—	2026-10-08
IFP Advisors, Inc	NEW	44	—	+44	—	—	$215	—	2026-10-16
PNC Financial Services Group, Inc.	INCREASED	34	20	+14	+70%	$161	$166	+$5	2026-11-06
Root Financial Partners, LLC	NEW	16	—	+16	—	—	$78	—	2026-10-21
EverSource Wealth Advisors, LLC	NEW	16	—	+16	—	—	$78	—	2026-11-04
True Wealth Design, LLC	NEW	13	—	+13	—	—	$64	—	2026-10-13
Clearstead Advisors, LLC	UNCHANGED	10	10	0	0%	$81	$49	-$32	2026-11-06
Harbour Investments, Inc.	UNCHANGED	4	4	0	0%	$32	$20	-$12	2026-11-09
Imc-Chicago, LLC	CLOSED	0	27,619	-27,619	-100%	$222.1K	$0	-$222.1K	2026-11-05
Institute for Wealth Management, Llc.	CLOSED	0	97	-97	-100%	$780	$0	-$780	2026-11-06
MassMutual Private Wealth & Trust, FSB	CLOSED	0	32	-32	-100%	$257	$0	-$257	2026-10-05
BlackRock, Inc.	N/A	—	1,734,708	-1,734,708	-100%	$13.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,096,895	-1,096,895	-100%	$8.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	830,965	-830,965	-100%	$6.7M	—	—	—
First Eagle Investment Management, LLC	N/A	—	680,961	-680,961	-100%	$5.5M	—	—	—
Marshall Wace, LLP	N/A	—	449,676	-449,676	-100%	$3.6M	—	—	—
Citadel Advisors LLC	N/A	—	402,436	-402,436	-100%	$3.2M	—	—	—
Federated Hermes, Inc.	N/A	—	331,798	-331,798	-100%	$2.7M	—	—	—
State Street Corp	N/A	—	293,518	-293,518	-100%	$2.4M	—	—	—
Renaissance Technologies LLC	N/A	—	244,500	-244,500	-100%	$2.0M	—	—	—
Jane Street Group, LLC	N/A	—	242,018	-242,018	-100%	$1.9M	—	—	—
Group One Trading LLC	N/A	—	194,692	-194,692	-100%	$1.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	192,503	-192,503	-100%	$1.5M	—	—	—
Northern Trust Corp	N/A	—	188,926	-188,926	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	161,170	-161,170	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	159,762	-159,762	-100%	$1.3M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	143,787	-143,787	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	135,137	-135,137	-100%	$1.1M	—	—	—
Two Sigma Investments, LP	N/A	—	112,497	-112,497	-100%	$904.5K	—	—	—
White Pine Capital LLC	N/A	—	109,241	-109,241	-100%	$878.3K	—	—	—
GSA Capital Partners LLP	N/A	—	108,057	-108,057	-100%	$869.0K	—	—	—
CastleKnight Management LP	N/A	—	107,289	-107,289	-100%	$862.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	89,289	-89,289	-100%	$717.9K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	85,000	-85,000	-100%	$683.4K	—	—	—
National Bank of Canada	N/A	—	84,796	-84,796	-100%	$683.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	80,699	-80,699	-100%	$648.8K	—	—	—
Wells Fargo & Company	N/A	—	74,404	-74,404	-100%	$598.2K	—	—	—
Engineers Gate Manager LP	N/A	—	55,159	-55,159	-100%	$443.5K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	50,400	-50,400	-100%	$405.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	46,095	-46,095	-100%	$370.6K	—	—	—
Man Group plc	N/A	—	34,605	-34,605	-100%	$278.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	34,100	-34,100	-100%	$275.0K	—	—	—
Bank of America Corp	N/A	—	31,020	-31,020	-100%	$249.4K	—	—	—
Rhumbline Advisers	N/A	—	27,895	-27,895	-100%	$224.3K	—	—	—
Nuveen, LLC	N/A	—	27,428	-27,428	-100%	$220.5K	—	—	—
Alliancebernstein L.P.	N/A	—	27,300	-27,300	-100%	$199.8K	—	—	—
Mork Capital Management, LLC	N/A	—	25,000	-25,000	-100%	$201.0K	—	—	—
Cetera Investment Advisers	N/A	—	21,939	-21,939	-100%	$176.4K	—	—	—
Morgan Stanley	N/A	—	20,751	-20,751	-100%	$166.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	18,445	-18,445	-100%	$148.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	16,698	-16,698	-100%	$134.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	16,372	-16,372	-100%	$131.6K	—	—	—
Franklin Resources Inc	N/A	—	15,260	-15,260	-100%	$122.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	13,867	-13,867	-100%	$111.5K	—	—	—
Hudson Bay Capital Management LP	N/A	—	12,646	-12,646	-100%	$101.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,166	-11,166	-100%	$89.8K	—	—	—
Millennium Management LLC	N/A	—	10,703	-10,703	-100%	$86.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,667	-10,667	-100%	$85.8K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,490	-10,490	-100%	$84.3K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	10,420	-10,420	-100%	$83.8K	—	—	—
Regatta Research & Money Management	N/A	—	9,650	-9,650	-100%	$77.6K	—	—	—
JPMorgan Chase & Co	N/A	—	9,603	-9,603	-100%	$78.6K	—	—	—
Legal & General Group Plc	N/A	—	8,394	-8,394	-100%	$67.5K	—	—	—
New York State Common Retirement Fund	N/A	—	7,900	-7,900	-100%	$63.5K	—	—	—
Allied Private Wealth LLC	N/A	—	6,840	-6,840	-100%	$49.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,832	-6,832	-100%	$54.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,161	-6,161	-100%	$49.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,971	-3,971	-100%	$31.9K	—	—	—
Royal Bank of Canada	N/A	—	3,816	-3,816	-100%	$31.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,125	-3,125	-100%	$23.6K	—	—	—
FMR LLC	N/A	—	2,392	-2,392	-100%	$19.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,102	-2,102	-100%	$16.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,933	-1,933	-100%	$15.5K	—	—	—
California State Teachers Retirement System	N/A	—	319	-319	-100%	$2.6K	—	—	—
Walleye Capital LLC	N/A	—	11	-11	-100%	$88	—	—	—

Showing 101 of 101 institutions