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Bank First Corp (BFC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares295,071 from 296,453
Change-1,382 (0%)
Value$43.9M (-$69.2K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares205,855 from 187,678
Change+18,177 (+10%)
Value$30.6M (+$2.8M)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares173,193 from 174,046
Change-853 (0%)
Value$25.8M (-$46.8K)
Filed 2026-11-06
Prairie Advisory, LLC
INCREASED
Shares74,440 from 37,140
Change+37,300 (+100%)
Value$11.1M (+$5.6M)
Filed 2026-10-19
Creative Planning
INCREASED
Shares60,211 from 59,058
Change+1,153 (+2%)
Value$9.0M (+$198.7K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares52,415 from 52,307
Change+108 (+0%)
Value$7.8M (+$40.2K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares47,870 from 45,090
Change+2,780 (+6%)
Value$7.1M (+$434.4K)
Filed 2026-11-05
Legacy Private Trust Co.
INCREASED
Shares40,420 from 3,520
Change+36,900 (+1048%)
Value$6.0M (+$5.5M)
Filed 2026-10-06
Fisher Asset Management, LLC
INCREASED
Shares19,630 from 12,456
Change+7,174 (+58%)
Value$2.9M (+$1.1M)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
DECREASED
Shares14,429 from 14,450
Change-21 (0%)
Value$2.1M (+$3.5K)
Filed 2026-10-19
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares10,400 from 10,400
Change0 (0%)
Value$1.5M (+$4.8K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,521 from 9,276
Change+245 (+3%)
Value$1.4M (+$42.1K)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares9,428 from 10,404
Change-976 (-9%)
Value$1.4M (-$140.5K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares7,840 from 7,494
Change+346 (+5%)
Value$1.2M (+$54.9K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares7,472 from 11,634
Change-4,162 (-36%)
Value$1.1M (-$614.0K)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares7,356 from 7,308
Change+48 (+1%)
Value$1.1M (+$16.9K)
Filed 2026-10-15
Annex Advisory Services, LLC
DECREASED
Shares7,165 from 7,492
Change-327 (-4%)
Value$1.1M (-$45.2K)
Filed 2026-10-16
Thompson Investment Management, Inc.
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$928.0K (+$2.9K)
Filed 2026-10-14
Russell Investments Group, Ltd.
INCREASED
Shares5,204 from 4,938
Change+266 (+5%)
Value$774.4K (+$41.9K)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$725.4K (+$2.2K)
Filed 2026-10-13
Form Wealth Advisors, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$684.5K (+$2.1K)
Filed 2026-10-13
Mueller Wealth, LLC
INCREASED
Shares4,247 from 4,239
Change+8 (+0%)
Value$632.0K (+$3.2K)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED
Shares3,518 from 3,518
Change0 (0%)
Value$523.5K (+$1.6K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
INCREASED
Shares3,382 from 3,195
Change+187 (+6%)
Value$503.0K (+$29.0K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$476.2K (+$1.5K)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares2,764 from 2,705
Change+59 (+2%)
Value$411.3K (+$10.0K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares2,307 from 2,304
Change+3 (+0%)
Value$343.2K (+$1.4K)
Filed 2026-11-02
State of Alaska, Department of Revenue
INCREASED
Shares2,245 from 2,204
Change+41 (+2%)
Value$334.0K (+$65.9K)
Filed 2026-10-15
Macco Financial Group, Inc.
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$323.2K (+$999)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares2,093 from 6,125
Change-4,032 (-66%)
Value$311.5K (-$597.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$290.0K (+$1.0K)
Filed 2026-11-02
Diversified Management Inc
DECREASED
Shares1,929 from 2,029
Change-100 (-5%)
Value$287.1K (-$13.9K)
Filed 2026-10-08
Tcfg Investment Advisors, LLC
DECREASED
Shares1,872 from 1,982
Change-110 (-6%)
Value$278.6K (-$15.5K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares1,593 from 1,588
Change+5 (+0%)
Value$237.0K (+$1.4K)
Filed 2026-11-06
Pictet Asset Management Holding SA
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$226.5K (+$700)
Filed 2026-11-03
Resonant Capital Advisors, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$201.7K (+$689)
Filed 2026-10-15
RMG Wealth Management LLC
NEW
Shares1,024
Change+1,024
Value$150.6K
Filed 2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$75.2K (+$256)
Filed 2026-10-20
Sterling Capital Management LLC
INCREASED
Shares224 from 180
Change+44 (+24%)
Value$33.3K (+$6.6K)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares200 from 130
Change+70 (+54%)
Value$29.8K (+$10.5K)
Filed 2026-10-02
Copeland Capital Management, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$26.5K (+$82)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares121 from 110
Change+11 (+10%)
Value$18.0K (+$1.7K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.4K (+$32)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares63 from 52
Change+11 (+21%)
Value$9.4K (+$1.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares42 from 28
Change+14 (+50%)
Value$6.3K (+$2.1K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$5.9K (+$148)
Filed 2026-11-06
IFP Advisors, Inc
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.0K (+$13)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares24 from 3
Change+21 (+700%)
Value$3.6K (+$3.1K)
Filed 2026-10-08
True Wealth Design, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (+$5)
Filed 2026-10-13
Essential Partners LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.3K (+$4)
Filed 2026-10-14
Hughes Financial Services, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (+$21)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares8
Change+8
Value$1.2K
Filed 2026-10-21
Fortitude Family Office, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (+$3)
Filed 2026-10-14
SJS Investment Consulting Inc.
NEW
Shares7
Change+7
Value$1.0K
Filed 2026-10-26
Clearstead Advisors, LLC
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$1.0K (-$146)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$1 ($0)
Filed 2026-10-30
Bare Financial Services, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$744 (+$2)
Filed 2026-11-04
Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$595 (+$2)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$596 (+$2)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$149
Filed 2026-10-30
Principal Financial Group Inc
CLOSED
Shares0 from 14,671
Change-14,671 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 4,430
Change-4,430 (-100%)
Value$0 (-$657.2K)
Filed 2026-10-16
Csenge Advisory Group
CLOSED
Shares0 from 2,689
Change-2,689 (-100%)
Value$0 (-$398.9K)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 2,247
Change-2,247 (-100%)
Value$0 (-$333.3K)
Filed 2026-10-27
ProShare Advisors LLC
CLOSED
Shares0 from 1,354
Change-1,354 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-29
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 821,389
Change-821,389 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 465,415
Change-465,415 (-100%)
Value—
State Street Corp
N/A
Shares— from 437,337
Change-437,337 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 146,537
Change-146,537 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 104,085
Change-104,085 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 103,836
Change-103,836 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 85,178
Change-85,178 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 70,605
Change-70,605 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 68,220
Change-68,220 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 51,534
Change-51,534 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 47,893
Change-47,893 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 42,467
Change-42,467 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 42,259
Change-42,259 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 33,883
Change-33,883 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,682
Change-25,682 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 23,764
Change-23,764 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,703
Change-21,703 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,837
Change-19,837 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 19,717
Change-19,717 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 19,240
Change-19,240 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,179
Change-18,179 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,049
Change-17,049 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,653
Change-16,653 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 16,497
Change-16,497 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 15,429
Change-15,429 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,049
Change-15,049 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 13,887
Change-13,887 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 13,112
Change-13,112 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 12,466
Change-12,466 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,460
Change-12,460 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,534
Change-11,534 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 11,507
Change-11,507 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 8,624
Change-8,624 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 7,189
Change-7,189 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,186
Change-5,186 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,773
Change-4,773 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Allstate Corp
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,963
Change-3,963 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 941
Change-941 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 637
Change-637 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 314
Change-314 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 184
Change-184 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 174
Change-174 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 118
Change-118 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40
Change-40 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Quarry LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED295,071296,453-1,3820%$44.0M$43.9M-$69.2K2026-11-06
Dimensional Fund Advisors LP
INCREASED205,855187,678+18,177+10%$27.8M$30.6M+$2.8M2026-11-04
Merit Financial Group, LLC
DECREASED173,193174,046-8530%$25.8M$25.8M-$46.8K2026-11-06
Prairie Advisory, LLC
INCREASED74,44037,140+37,300+100%$5.5M$11.1M+$5.6M2026-10-19
Creative Planning
INCREASED60,21159,058+1,153+2%$8.8M$9.0M+$198.7K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED52,41552,307+108+0%$7.8M$7.8M+$40.2K2026-11-05
Bank of New York Mellon Corp
INCREASED47,87045,090+2,780+6%$6.7M$7.1M+$434.4K2026-11-05
Legacy Private Trust Co.
INCREASED40,4203,520+36,900+1048%$522.2K$6.0M+$5.5M2026-10-06
Fisher Asset Management, LLC
INCREASED19,63012,456+7,174+58%$1.8M$2.9M+$1.1M2026-11-06
Linden Thomas Advisory Services, LLC
DECREASED14,42914,450-210%$2.1M$2.1M+$3.5K2026-10-19
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED10,40010,40000%$1.5M$1.5M+$4.8K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED9,5219,276+245+3%$1.4M$1.4M+$42.1K2026-10-13
Deutsche Bank Ag\
DECREASED9,42810,404-976-9%$1.5M$1.4M-$140.5K2026-11-06
Barclays PLC
INCREASED7,8407,494+346+5%$1.1M$1.2M+$54.9K2026-11-06
Citigroup Inc
DECREASED7,47211,634-4,162-36%$1.7M$1.1M-$614.0K2026-11-04
Ellsworth Advisors, LLC
INCREASED7,3567,308+48+1%$1.1M$1.1M+$16.9K2026-10-15
Annex Advisory Services, LLC
DECREASED7,1657,492-327-4%$1.1M$1.1M-$45.2K2026-10-16
Thompson Investment Management, Inc.
UNCHANGED6,2366,23600%$925.1K$928.0K+$2.9K2026-10-14
Russell Investments Group, Ltd.
INCREASED5,2044,938+266+5%$732.6K$774.4K+$41.9K2026-11-06
McGlone Suttner Wealth Management, Inc.
UNCHANGED4,8754,87500%$723.2K$725.4K+$2.2K2026-10-13
Form Wealth Advisors, LLC
UNCHANGED4,6004,60000%$682.4K$684.5K+$2.1K2026-10-13
Mueller Wealth, LLC
INCREASED4,2474,239+8+0%$628.8K$632.0K+$3.2K2026-11-05
Shakespeare Wealth Management, LLC
UNCHANGED3,5183,51800%$521.9K$523.5K+$1.6K2026-10-28
Harbor Capital Advisors, Inc.
INCREASED3,3823,195+187+6%$474.0K$503.0K+$29.0K2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED3,2003,20000%$474.7K$476.2K+$1.5K2026-11-06
Arizona State Retirement System
INCREASED2,7642,705+59+2%$401.3K$411.3K+$10.0K2026-11-03
Commonwealth Equity Services, LLC
INCREASED2,3072,304+3+0%$341.8K$343.2K+$1.4K2026-11-02
State of Alaska, Department of Revenue
INCREASED2,2452,204+41+2%$268.1K$334.0K+$65.9K2026-10-15
Macco Financial Group, Inc.
UNCHANGED2,1722,17200%$322.2K$323.2K+$9992026-11-05
US Bancorp \de\
DECREASED2,0936,125-4,032-66%$908.6K$311.5K-$597.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
UNCHANGED1,9491,94900%$289.0K$290.0K+$1.0K2026-11-02
Diversified Management Inc
DECREASED1,9292,029-100-5%$301.0K$287.1K-$13.9K2026-10-08
Tcfg Investment Advisors, LLC
DECREASED1,8721,982-110-6%$294.0K$278.6K-$15.5K2026-10-20
LPL Financial LLC
INCREASED1,5931,588+5+0%$235.6K$237.0K+$1.4K2026-11-06
Pictet Asset Management Holding SA
UNCHANGED1,5221,52200%$225.8K$226.5K+$7002026-11-03
Resonant Capital Advisors, LLC
UNCHANGED1,3501,35000%$201.0K$201.7K+$6892026-10-15
RMG Wealth Management LLC
NEW1,024—+1,024——$150.6K—2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED50350300%$74.9K$75.2K+$2562026-10-20
Sterling Capital Management LLC
INCREASED224180+44+24%$26.7K$33.3K+$6.6K2026-10-22
Versant Capital Management, Inc
INCREASED200130+70+54%$19.3K$29.8K+$10.5K2026-10-02
Copeland Capital Management, LLC
UNCHANGED17817800%$26.4K$26.5K+$822026-10-13
EverSource Wealth Advisors, LLC
INCREASED121110+11+10%$16.3K$18.0K+$1.7K2026-11-04
Gamma Investing LLC
UNCHANGED707000%$10.4K$10.4K+$322026-10-08
Larson Financial Group LLC
INCREASED6352+11+21%$7.7K$9.4K+$1.7K2026-11-05
Parallel Advisors, LLC
INCREASED4228+14+50%$4.2K$6.3K+$2.1K2026-11-03
Allworth Financial LP
INCREASED4039+1+3%$5.8K$5.9K+$1482026-11-06
IFP Advisors, Inc
UNCHANGED272700%$4.0K$4.0K+$132026-10-16
Farther Finance Advisors, LLC
INCREASED243+21+700%$445$3.6K+$3.1K2026-10-08
True Wealth Design, LLC
UNCHANGED101000%$1.5K$1.5K+$52026-10-13
Essential Partners LLC
UNCHANGED9900%$1.3K$1.3K+$42026-10-14
Hughes Financial Services, LLC
UNCHANGED9900%$1.3K$1.4K+$212026-10-30
Root Financial Partners, LLC
NEW8—+8——$1.2K—2026-10-21
Fortitude Family Office, LLC
UNCHANGED8800%$1.2K$1.2K+$32026-10-14
SJS Investment Consulting Inc.
NEW7—+7——$1.0K—2026-10-26
Clearstead Advisors, LLC
DECREASED78-1-12%$1.2K$1.0K-$1462026-11-06
Covestor Ltd
DECREASED57-2-29%$1$1$02026-10-30
Bare Financial Services, Inc
UNCHANGED5500%$742$744+$22026-11-04
Trust Co
UNCHANGED4400%$593$595+$22026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED4400%$594$596+$22026-10-20
Provenance Wealth Advisors, LLC
NEW1—+1——$149—2026-10-30
Principal Financial Group Inc
CLOSED014,671-14,671-100%$2.2M$0-$2.2M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED04,430-4,430-100%$657.2K$0-$657.2K2026-10-16
Csenge Advisory Group
CLOSED02,689-2,689-100%$398.9K$0-$398.9K2026-11-04
VestGen Advisors, LLC
CLOSED02,247-2,247-100%$333.3K$0-$333.3K2026-10-27
ProShare Advisors LLC
CLOSED01,354-1,354-100%$200.9K$0-$200.9K2026-10-29
Caitong International Asset Management Co., Ltd
CLOSED063-63-100%$9.3K$0-$9.3K2026-10-29
BlackRock, Inc.
N/A—821,389-821,389-100%$121.9M———
Vanguard Capital Management LLC
N/A—465,415-465,415-100%$69.0M———
State Street Corp
N/A—437,337-437,337-100%$65.1M———
Vanguard Portfolio Management LLC
N/A—146,537-146,537-100%$21.7M———
Northern Trust Corp
N/A—104,085-104,085-100%$15.4M———
Bank of Montreal
N/A—103,836-103,836-100%$15.4M———
Charles Schwab Investment Management Inc
N/A—85,178-85,178-100%$12.6M———
First Trust Advisors LP
N/A—70,605-70,605-100%$10.5M———
Vanguard Fiduciary Trust Co
N/A—68,220-68,220-100%$10.1M———
Nicolet Bankshares Inc
N/A—51,534-51,534-100%$7.8M———
Marshall Wace, LLP
N/A—47,893-47,893-100%$7.1M———
Stifel Financial Corp
N/A—42,467-42,467-100%$6.3M———
Morgan Stanley
N/A—42,259-42,259-100%$6.3M———
Goldman Sachs Group Inc
N/A—33,883-33,883-100%$5.0M———
American Century Companies Inc
N/A—28,065-28,065-100%$4.2M———
Nuveen, LLC
N/A—25,682-25,682-100%$3.8M———
Bessemer Group Inc
N/A—23,764-23,764-100%$3.5M———
Quantinno Capital Management LP
N/A—21,703-21,703-100%$3.2M———
Renaissance Technologies LLC
N/A—20,100-20,100-100%$3.0M———
BNP Paribas Financial Markets
N/A—19,837-19,837-100%$2.9M———
Swiss National Bank
N/A—19,717-19,717-100%$2.9M———
UBS Asset Management Americas LLC
N/A—19,240-19,240-100%$2.9M———
AQR Capital Management LLC
N/A—18,179-18,179-100%$2.7M———
Harbour Investments, Inc.
N/A—17,049-17,049-100%$2.5M———
Invesco Ltd.
N/A—16,653-16,653-100%$2.5M———
N.E.W. Advisory Services LLC
N/A—16,497-16,497-100%$2.4M———
Dark Forest Capital Management LP
N/A—15,429-15,429-100%$2.3M———
Osaic Holdings, Inc.
N/A—15,049-15,049-100%$2.2M———
Rhumbline Advisers
N/A—13,887-13,887-100%$2.1M———
Bank of America Corp
N/A—13,112-13,112-100%$1.9M———
HighTower Advisors, LLC
N/A—12,918-12,918-100%$1.9M———
UBS Group AG
N/A—12,905-12,905-100%$1.9M———
ExodusPoint Capital Management, LP
N/A—12,466-12,466-100%$1.8M———
Alliancebernstein L.P.
N/A—12,460-12,460-100%$1.7M———
IHT Wealth Management, LLC
N/A—11,977-11,977-100%$1.8M———
XTX Topco Ltd
N/A—11,534-11,534-100%$1.7M———
California State Teachers Retirement System
N/A—11,507-11,507-100%$1.7M———
Ameriprise Financial Inc
N/A—10,896-10,896-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—9,858-9,858-100%$1.5M———
Wells Fargo & Company
N/A—9,034-9,034-100%$1.3M———
Citadel Advisors LLC
N/A—8,752-8,752-100%$1.3M———
Price T Rowe Associates Inc
N/A—8,624-8,624-100%$1.3M———
Focus Partners Wealth
N/A—8,520-8,520-100%$1.3M———
Rafferty Asset Management, LLC
N/A—8,116-8,116-100%$1.2M———
Legal & General Group Plc
N/A—7,860-7,860-100%$1.2M———
Susquehanna International Group, LLP
N/A—7,376-7,376-100%$1.1M———
Vanguard Asset Management, Ltd
N/A—7,189-7,189-100%$1.1M———
F/m Investments LLC
N/A—7,150-7,150-100%$1.1M———
Two Sigma Investments, LP
N/A—6,896-6,896-100%$1.0M———
Moneta Group Investment Advisors LLC
N/A—6,500-6,500-100%$964.3K———
MetLife Investment Management, LLC
N/A—6,042-6,042-100%$896.3K———
Steward Partners Investment Advisory, LLC
N/A—6,000-6,000-100%$890.1K———
Baird Financial Group, Inc.
N/A—5,500-5,500-100%$815.9K———
JPMorgan Chase & Co
N/A—5,186-5,186-100%$766.5K———
Jupiter Topco LLC
N/A—5,138-5,138-100%$763.7K———
Susquehanna Fundamental Investments, LLC
N/A—5,060-5,060-100%$750.7K———
Regal Investment Advisors LLC
N/A—4,950-4,950-100%$734.3K———
State of Wisconsin Investment Board
N/A—4,929-4,929-100%$731.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,773-4,773-100%$708.1K———
Manufacturers Life Insurance Company, the
N/A—4,512-4,512-100%$669.4K———
Quantbot Technologies LP
N/A—4,310-4,310-100%$639.4K———
Allstate Corp
N/A—4,303-4,303-100%$638.4K———
New York State Common Retirement Fund
N/A—3,963-3,963-100%$587.9K———
Vanguard Global Advisers, LLC
N/A—3,922-3,922-100%$581.8K———
Arrowstreet Capital, Limited Partnership
N/A—3,644-3,644-100%$540.6K———
Police & Firemen's Retirement System of New Jersey
N/A—3,144-3,144-100%$466.4K———
SG Americas Securities, LLC
N/A—2,926-2,926-100%$434.0K———
Squarepoint Ops LLC
N/A—2,861-2,861-100%$424.4K———
Raymond James Financial Inc
N/A—2,470-2,470-100%$366.4K———
Vanguard Investments Australia, Ltd.
N/A—2,237-2,237-100%$331.9K———
VestGen Investment Management
N/A—2,200-2,200-100%$326.4K———
Comprehensive Money Management Services LLC
N/A—2,179-2,179-100%$323.3K———
Intech Investment Management LLC
N/A—2,173-2,173-100%$322.4K———
DRW Securities, LLC
N/A—2,152-2,152-100%$319.2K———
Public Employees Retirement Association of Colorado
N/A—2,101-2,101-100%$312.0K———
Equitable Holdings, Inc.
N/A—2,100-2,100-100%$311.5K———
North Star Asset Management Inc
N/A—2,020-2,020-100%$299.7K———
Voya Investment Management LLC
N/A—2,002-2,002-100%$297.0K———
KLP Kapitalforvaltning AS
N/A—2,000-2,000-100%$297.6K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,966-1,966-100%$291.7K———
Cornerstone Investment Partners, LLC
N/A—1,953-1,953-100%$289.7K———
Jain Global LLC
N/A—1,947-1,947-100%$288.8K———
Mercer Global Advisors Inc
N/A—1,765-1,765-100%$261.9K———
Prudential Financial Inc
N/A—1,620-1,620-100%$240.3K———
Engineers Gate Manager LP
N/A—1,538-1,538-100%$228.2K———
Virtu Financial LLC
N/A—1,475-1,475-100%$219.0K———
Susquehanna Portfolio Strategies, LLC
N/A—1,421-1,421-100%$210.8K———
Canada Life Assurance Co
N/A—1,191-1,191-100%$176.0K———
FMR LLC
N/A—1,085-1,085-100%$161.0K———
Ameritas Investment Partners, Inc.
N/A—941-941-100%$139.6K———
Aquatic Capital Management LLC
N/A—938-938-100%$139.2K———
Johnson Financial Group, Inc.
N/A—665-665-100%$99.0K———
Tower Research Capital LLC (TRC)
N/A—637-637-100%$94.5K———
Royal Bank of Canada
N/A—314-314-100%$47.0K———
Arax Advisory Partners
N/A—184-184-100%$27.3K———
Ancora Advisors LLCA
N/A—174-174-100%$25.8K———
BNP Paribas Asset Management Holding S.A.
N/A—153-153-100%$22.7K———
Federation des caisses Desjardins du Quebec
N/A—118-118-100%$17.5K———
Optiver Holding B.V.
N/A—56-56-100%$8.3K———
Jones Financial Companies Lllp
N/A—40-40-100%$5.9K———
LOS Angeles Capital Management LLC
N/A—22-22-100%$3.3K———
Northwestern Mutual Wealth Management Co
N/A—20-20-100%$3.0K———
Keating Financial Advisory Services, Inc.
N/A—12-12-100%$1.8K———
Quarry LP
N/A—11-11-100%$1.6K———
Rothschild Investment LLC
N/A—4-4-100%$593———
Smartleaf Asset Management LLC
N/A—4-4-100%$591———
Showing 172 of 172 institutions