BAR Harbor Bankshares (BHB)

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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Dimensional Fund Advisors LP

INCREASED

Shares946,260 from 933,893

Change+12,367 (+1%)

Value$36.6M (+$1.3M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares424,706 from 436,776

Change-12,070 (-3%)

Value$16.4M (-$60.4K)

Filed 2026-11-06

BAR Harbor Wealth Management

DECREASED

Shares383,877 from 385,171

Change-1,294 (0%)

Value$14.9M (+$308.1K)

Filed 2026-10-21

North Star Investment Management Corp.

UNCHANGED

Shares145,580 from 145,580

Change0 (0%)

Value$5.6M (+$135.4K)

Filed 2026-10-27

LSV Asset Management

UNCHANGED

Shares100,750 from 100,750

Change0 (0%)

Value$3.9M (+$94.0K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares89,289 from 87,146

Change+2,143 (+2%)

Value$3.5M (+$163.9K)

Filed 2026-11-05

Polaris Capital Management, LLC

UNCHANGED

Shares79,900 from 79,900

Change0 (0%)

Value$3.1M (+$74.3K)

Filed 2026-10-21

Trust Co of Vermont

UNCHANGED

Shares76,391 from 76,391

Change0 (0%)

Value$3.0M (+$71.0K)

Filed 2026-10-21

Coston, McIsaac & Partners

INCREASED

Shares75,813 from 75,613

Change+200 (+0%)

Value$2.9M (+$91.2K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares75,320 from 72,932

Change+2,388 (+3%)

Value$2.9M (+$160.2K)

Filed 2026-11-06

Naples Global Advisors, LLC

DECREASED

Shares37,273 from 37,373

Change-100 (0%)

Value$1.4M (+$30.9K)

Filed 2026-11-05

Delphi Management Inc

DECREASED

Shares35,558 from 35,844

Change-286 (-1%)

Value$1.4M (+$23.0K)

Filed 2026-11-05

Moors & Cabot, Inc.

UNCHANGED

Shares28,815 from 28,815

Change0 (0%)

Value$1.1M (+$26.8K)

Filed 2026-11-06

Foundry Financial Group, Inc.

NEW

Shares28,776

Change+28,776

Value$1.1M

Filed 2026-10-28

Silverlake Wealth Management LLC

UNCHANGED

Shares27,609 from 27,609

Change0 (0%)

Value$1.1M (+$25.7K)

Filed 2026-10-21

J.M. Arbour, LLC

DECREASED

Shares24,558 from 25,073

Change-515 (-2%)

Value$950.1K (+$3.4K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares24,422 from 20,892

Change+3,530 (+17%)

Value$944.9K (+$156.0K)

Filed 2026-11-02

Wedmont Private Capital

DECREASED

Shares19,488 from 19,500

Change-12 (0%)

Value$749.9K (+$24.5K)

Filed 2026-10-09

Rockland Trust Co

UNCHANGED

Shares18,481 from 18,481

Change0 (0%)

Value$715.0K (+$17.2K)

Filed 2026-10-05

Carl P. Sherr & Co., LLC

UNCHANGED

Shares17,799 from 17,799

Change0 (0%)

Value$688.7K (+$16.6K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares17,003 from 15,548

Change+1,455 (+9%)

Value$657.8K (+$70.8K)

Filed 2026-10-13

Means Investment Co., Inc.

INCREASED

Shares16,661 from 16,621

Change+40 (+0%)

Value$644.6K (+$17.0K)

Filed 2026-11-03

Inspire Investing, LLC

DECREASED

Shares16,538 from 17,937

Change-1,399 (-8%)

Value$639.9K (-$37.4K)

Filed 2026-10-22

First Bancorp, Inc

UNCHANGED

Shares15,125 from 15,125

Change0 (0%)

Value$585.2K (+$14.1K)

Filed 2026-10-26

Deutsche Bank Ag\

DECREASED

Shares14,163 from 16,234

Change-2,071 (-13%)

Value$548.0K (-$65.0K)

Filed 2026-11-06

Community Financial Services Group, LLC

INCREASED

Shares11,704 from 11,344

Change+360 (+3%)

Value$454.9K (+$16.7K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

INCREASED

Shares11,616 from 11,518

Change+98 (+1%)

Value$449.4K (+$14.5K)

Filed 2026-11-06

Financial Planning Hawaii, Inc.

DECREASED

Shares11,515 from 11,855

Change-340 (-3%)

Value$445.5K (-$2.1K)

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares9,361 from 16,689

Change-7,328 (-44%)

Value$362.2K (-$268.0K)

Filed 2026-11-04

Equitable Trust Co

DECREASED

Shares9,345 from 9,650

Change-305 (-3%)

Value$361.6K (-$2.8K)

Filed 2026-10-13

LPL Financial LLC

INCREASED

Shares9,244 from 7,179

Change+2,065 (+29%)

Value$357.7K (+$86.6K)

Filed 2026-11-06

Russell Investments Group, Ltd.

UNCHANGED

Shares8,382 from 8,382

Change0 (0%)

Value$324.3K (+$7.8K)

Filed 2026-11-06

Advisor OS, LLC

DECREASED

Shares7,434 from 9,325

Change-1,891 (-20%)

Value$287.6K (-$64.5K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares7,277 from 6,759

Change+518 (+8%)

Value$280.0K (+$28.6K)

Filed 2026-10-13

Camden National Bank

UNCHANGED

Shares6,925 from 6,925

Change0 (0%)

Value$267.9K (+$6.4K)

Filed 2026-11-02

Sky Investment Group LLC

UNCHANGED

Shares5,852 from 5,852

Change0 (0%)

Value$226.4K (+$5.4K)

Filed 2026-10-30

Certior Financial Group, LLC

DECREASED

Shares5,711 from 5,777

Change-66 (-1%)

Value$221.0K (+$2.8K)

Filed 2026-10-19

Bangor Savings Bank

DECREASED

Shares5,671 from 5,839

Change-168 (-3%)

Value$219.4K (-$1.1K)

Filed 2026-10-06

Hager Investment Management Services, LLC

UNCHANGED

Shares4,925 from 4,925

Change0 (0%)

Value$190.5K (+$4.6K)

Filed 2026-11-04

Eurizon Capital SGR S.p.A.

INCREASED

Shares3,755 from 3,495

Change+260 (+7%)

Value$145.9K (+$11.8K)

Filed 2026-11-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$77.8K (+$560)

Filed 2026-10-16

Tompkins Financial Corp

UNCHANGED

Shares1,650 from 1,650

Change0 (0%)

Value$63.8K (+$1.5K)

Filed 2026-10-05

Clean Yield Group

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$58.0K (+$1.4K)

Filed 2026-10-28

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,444 from 1,444

Change0 (0%)

Value$55.9K (+$1.3K)

Filed 2026-10-20

IFP Advisors, Inc

UNCHANGED

Shares1,270 from 1,270

Change0 (0%)

Value$49.1K (+$1.2K)

Filed 2026-10-16

Parkside Financial Bank & Trust

INCREASED

Shares1,045 from 947

Change+98 (+10%)

Value$40.4K (+$4.7K)

Filed 2026-10-27

Birchbrook, Inc.

UNCHANGED

Shares826 from 826

Change0 (0%)

Value$32.0K (+$768)

Filed 2026-10-14

Eastern Bank

UNCHANGED

Shares697 from 697

Change0 (0%)

Value$27.0K (+$648)

Filed 2026-10-05

US Bancorp \de\

UNCHANGED

Shares657 from 657

Change0 (0%)

Value$25.4K (+$612)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares615 from 662

Change-47 (-7%)

Value$23.8K (-$1.2K)

Filed 2026-10-05

State of Alaska, Department of Revenue

UNCHANGED

Shares606 from 606

Change0 (0%)

Value$23 (+$1)

Filed 2026-10-15

Allworth Financial LP

UNCHANGED

Shares415 from 415

Change0 (0%)

Value$15.7K ($0)

Filed 2026-11-06

Versant Capital Management, Inc

UNCHANGED

Shares324 from 324

Change0 (0%)

Value$12.5K (+$302)

Filed 2026-10-02

Sterling Capital Management LLC

DECREASED

Shares323 from 335

Change-12 (-4%)

Value$12.5K (-$153)

Filed 2026-10-22

1620 Investment Advisors, Inc.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$10.4K (+$251)

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

NEW

Shares253

Change+253

Value$9.8K

Filed 2026-10-16

Gamma Investing LLC

INCREASED

Shares213 from 191

Change+22 (+12%)

Value$8.2K (+$1.0K)

Filed 2026-10-08

KFG LLC

NEW

Shares210

Change+210

Value$8.1K

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares207 from 164

Change+43 (+26%)

Value$8.0K (+$1.8K)

Filed 2026-10-08

Compass Financial Management LLC

UNCHANGED

Shares143 from 143

Change0 (0%)

Value$5.5K (+$133)

Filed 2026-10-30

Larson Financial Group LLC

NEW

Shares124

Change+124

Value$4.8K

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares124 from 71

Change+53 (+75%)

Value$4.8K (+$2.1K)

Filed 2026-10-23

Essential Partners LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$4.6K (+$109)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares111 from 4

Change+107 (+2675%)

Value$4.3K (+$4.1K)

Filed 2026-10-26

Mascoma Wealth Management LLC

DECREASED

Shares110 from 290

Change-180 (-62%)

Value$4.3K (-$6.7K)

Filed 2026-10-23

Clearstead Advisors, LLC

DECREASED

Shares103 from 107

Change-4 (-4%)

Value$4.0K (-$55)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares71 from 57

Change+14 (+25%)

Value$2.7K (+$593)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares57

Change+57

Value$2.2K

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares46

Change+46

Value$1.8K

Filed 2026-10-09

Bare Financial Services, Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$812 (+$19)

Filed 2026-11-04

True Wealth Design, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$233 (+$6)

Filed 2026-10-13

Covestor Ltd

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$0 ($0)

Filed 2026-10-30

ProShare Advisors LLC

CLOSED

Shares0 from 184,262

Change-184,262 (-100%)

Value$0 (-$7.0M)

Filed 2026-10-29

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 16,875

Change-16,875 (-100%)

Value$0 (-$637.2K)

Filed 2026-11-03

Strs Ohio

CLOSED

Shares0 from 9,200

Change-9,200 (-100%)

Value$0 (-$347.4K)

Filed 2026-10-30

Thrivent Financial for Lutherans

CLOSED

Shares0 from 7,855

Change-7,855 (-100%)

Value$0 (-$297.0K)

Filed 2026-11-05

Simplex Trading, LLC

CLOSED

Shares0 from 122

Change-122 (-100%)

Value$0 (-$4.6K)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$529)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,617,904

Change-1,617,904 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 720,974

Change-720,974 (-100%)

Value—

State Street Corp

N/A

Shares— from 568,249

Change-568,249 (-100%)

Value—

Boston Partners

N/A

Shares— from 434,515

Change-434,515 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 372,372

Change-372,372 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 262,996

Change-262,996 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 246,316

Change-246,316 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 240,977

Change-240,977 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 184,484

Change-184,484 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 161,654

Change-161,654 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 153,319

Change-153,319 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 144,446

Change-144,446 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 137,307

Change-137,307 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 136,522

Change-136,522 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 136,084

Change-136,084 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 133,270

Change-133,270 (-100%)

Value—

Private Capital Management, LLC

N/A

Shares— from 133,185

Change-133,185 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 123,278

Change-123,278 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 110,436

Change-110,436 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 92,531

Change-92,531 (-100%)

Value—

UBS Group AG

N/A

Shares— from 88,104

Change-88,104 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 86,010

Change-86,010 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 77,623

Change-77,623 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 72,312

Change-72,312 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 70,463

Change-70,463 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 70,175

Change-70,175 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 55,967

Change-55,967 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 55,813

Change-55,813 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 52,951

Change-52,951 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 50,649

Change-50,649 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 46,842

Change-46,842 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 40,369

Change-40,369 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 40,196

Change-40,196 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 32,738

Change-32,738 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 29,933

Change-29,933 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 28,458

Change-28,458 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 26,346

Change-26,346 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 23,534

Change-23,534 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 23,052

Change-23,052 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 22,843

Change-22,843 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 21,090

Change-21,090 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 20,396

Change-20,396 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 20,299

Change-20,299 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 19,754

Change-19,754 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 19,123

Change-19,123 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 18,202

Change-18,202 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 17,559

Change-17,559 (-100%)

Value—

FMR LLC

N/A

Shares— from 16,695

Change-16,695 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 16,609

Change-16,609 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 16,166

Change-16,166 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,417

Change-15,417 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 14,703

Change-14,703 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 13,885

Change-13,885 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,840

Change-13,840 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,258

Change-13,258 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,361

Change-12,361 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 12,130

Change-12,130 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 11,031

Change-11,031 (-100%)

Value—

Brendel Financial Advisors LLC

N/A

Shares— from 9,963

Change-9,963 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,824

Change-9,824 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,770

Change-9,770 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 9,720

Change-9,720 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,557

Change-9,557 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 9,058

Change-9,058 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 9,012

Change-9,012 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 8,895

Change-8,895 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 8,876

Change-8,876 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,869

Change-8,869 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 8,487

Change-8,487 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,022

Change-8,022 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,659

Change-7,659 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,401

Change-7,401 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 6,982

Change-6,982 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 6,699

Change-6,699 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 6,423

Change-6,423 (-100%)

Value—

Inceptionr LLC

N/A

Shares— from 6,307

Change-6,307 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 6,296

Change-6,296 (-100%)

Value—

Semanteon Capital Management, LP

N/A

Shares— from 6,059

Change-6,059 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,018

Change-6,018 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 5,900

Change-5,900 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 5,441

Change-5,441 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,350

Change-5,350 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,300

Change-5,300 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,213

Change-5,213 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 3,154

Change-3,154 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,872

Change-2,872 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,619

Change-1,619 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,518

Change-1,518 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,466

Change-1,466 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,059

Change-1,059 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 711

Change-711 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 610

Change-610 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 595

Change-595 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 492

Change-492 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 229

Change-229 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 131

Change-131 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 99

Change-99 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	946,260	933,893	+12,367	+1%	$35.3M	$36.6M	+$1.3M	2026-11-04
Geode Capital Management, LLC	DECREASED	424,706	436,776	-12,070	-3%	$16.5M	$16.4M	-$60.4K	2026-11-06
BAR Harbor Wealth Management	DECREASED	383,877	385,171	-1,294	0%	$14.5M	$14.9M	+$308.1K	2026-10-21
North Star Investment Management Corp.	UNCHANGED	145,580	145,580	0	0%	$5.5M	$5.6M	+$135.4K	2026-10-27
LSV Asset Management	UNCHANGED	100,750	100,750	0	0%	$3.8M	$3.9M	+$94.0K	2026-11-06
Bank of New York Mellon Corp	INCREASED	89,289	87,146	+2,143	+2%	$3.3M	$3.5M	+$163.9K	2026-11-05
Polaris Capital Management, LLC	UNCHANGED	79,900	79,900	0	0%	$3.0M	$3.1M	+$74.3K	2026-10-21
Trust Co of Vermont	UNCHANGED	76,391	76,391	0	0%	$2.9M	$3.0M	+$71.0K	2026-10-21
Coston, McIsaac & Partners	INCREASED	75,813	75,613	+200	+0%	$2.8M	$2.9M	+$91.2K	2026-11-06
Barclays PLC	INCREASED	75,320	72,932	+2,388	+3%	$2.8M	$2.9M	+$160.2K	2026-11-06
Naples Global Advisors, LLC	DECREASED	37,273	37,373	-100	0%	$1.4M	$1.4M	+$30.9K	2026-11-05
Delphi Management Inc	DECREASED	35,558	35,844	-286	-1%	$1.4M	$1.4M	+$23.0K	2026-11-05
Moors & Cabot, Inc.	UNCHANGED	28,815	28,815	0	0%	$1.1M	$1.1M	+$26.8K	2026-11-06
Foundry Financial Group, Inc.	NEW	28,776	—	+28,776	—	—	$1.1M	—	2026-10-28
Silverlake Wealth Management LLC	UNCHANGED	27,609	27,609	0	0%	$1.0M	$1.1M	+$25.7K	2026-10-21
J.M. Arbour, LLC	DECREASED	24,558	25,073	-515	-2%	$946.8K	$950.1K	+$3.4K	2026-11-05
Creative Planning	INCREASED	24,422	20,892	+3,530	+17%	$788.9K	$944.9K	+$156.0K	2026-11-02
Wedmont Private Capital	DECREASED	19,488	19,500	-12	0%	$725.4K	$749.9K	+$24.5K	2026-10-09
Rockland Trust Co	UNCHANGED	18,481	18,481	0	0%	$697.8K	$715.0K	+$17.2K	2026-10-05
Carl P. Sherr & Co., LLC	UNCHANGED	17,799	17,799	0	0%	$672.1K	$688.7K	+$16.6K	2026-11-06
Hennion & Walsh Asset Management, Inc.	INCREASED	17,003	15,548	+1,455	+9%	$587.1K	$657.8K	+$70.8K	2026-10-13
Means Investment Co., Inc.	INCREASED	16,661	16,621	+40	+0%	$627.6K	$644.6K	+$17.0K	2026-11-03
Inspire Investing, LLC	DECREASED	16,538	17,937	-1,399	-8%	$677.3K	$639.9K	-$37.4K	2026-10-22
First Bancorp, Inc	UNCHANGED	15,125	15,125	0	0%	$571.1K	$585.2K	+$14.1K	2026-10-26
Deutsche Bank Ag\	DECREASED	14,163	16,234	-2,071	-13%	$613.0K	$548.0K	-$65.0K	2026-11-06
Community Financial Services Group, LLC	INCREASED	11,704	11,344	+360	+3%	$438.2K	$454.9K	+$16.7K	2026-10-15
PNC Financial Services Group, Inc.	INCREASED	11,616	11,518	+98	+1%	$434.9K	$449.4K	+$14.5K	2026-11-06
Financial Planning Hawaii, Inc.	DECREASED	11,515	11,855	-340	-3%	$447.6K	$445.5K	-$2.1K	2026-10-13
Citigroup Inc	DECREASED	9,361	16,689	-7,328	-44%	$630.2K	$362.2K	-$268.0K	2026-11-04
Equitable Trust Co	DECREASED	9,345	9,650	-305	-3%	$364.4K	$361.6K	-$2.8K	2026-10-13
LPL Financial LLC	INCREASED	9,244	7,179	+2,065	+29%	$271.1K	$357.7K	+$86.6K	2026-11-06
Russell Investments Group, Ltd.	UNCHANGED	8,382	8,382	0	0%	$316.5K	$324.3K	+$7.8K	2026-11-06
Advisor OS, LLC	DECREASED	7,434	9,325	-1,891	-20%	$352.1K	$287.6K	-$64.5K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	7,277	6,759	+518	+8%	$251.4K	$280.0K	+$28.6K	2026-10-13
Camden National Bank	UNCHANGED	6,925	6,925	0	0%	$261.5K	$267.9K	+$6.4K	2026-11-02
Sky Investment Group LLC	UNCHANGED	5,852	5,852	0	0%	$221.0K	$226.4K	+$5.4K	2026-10-30
Certior Financial Group, LLC	DECREASED	5,711	5,777	-66	-1%	$218.1K	$221.0K	+$2.8K	2026-10-19
Bangor Savings Bank	DECREASED	5,671	5,839	-168	-3%	$220.5K	$219.4K	-$1.1K	2026-10-06
Hager Investment Management Services, LLC	UNCHANGED	4,925	4,925	0	0%	$186.0K	$190.5K	+$4.6K	2026-11-04
Eurizon Capital SGR S.p.A.	INCREASED	3,755	3,495	+260	+7%	$134.2K	$145.9K	+$11.8K	2026-11-06
TD Waterhouse Canada Inc.	UNCHANGED	2,000	2,000	0	0%	$77.2K	$77.8K	+$560	2026-10-16
Tompkins Financial Corp	UNCHANGED	1,650	1,650	0	0%	$62.3K	$63.8K	+$1.5K	2026-10-05
Clean Yield Group	UNCHANGED	1,500	1,500	0	0%	$56.6K	$58.0K	+$1.4K	2026-10-28
Nisa Investment Advisors, LLC	UNCHANGED	1,444	1,444	0	0%	$54.5K	$55.9K	+$1.3K	2026-10-20
IFP Advisors, Inc	UNCHANGED	1,270	1,270	0	0%	$48.0K	$49.1K	+$1.2K	2026-10-16
Parkside Financial Bank & Trust	INCREASED	1,045	947	+98	+10%	$35.8K	$40.4K	+$4.7K	2026-10-27
Birchbrook, Inc.	UNCHANGED	826	826	0	0%	$31.2K	$32.0K	+$768	2026-10-14
Eastern Bank	UNCHANGED	697	697	0	0%	$26.3K	$27.0K	+$648	2026-10-05
US Bancorp \de\	UNCHANGED	657	657	0	0%	$24.8K	$25.4K	+$612	2026-11-05
MassMutual Private Wealth & Trust, FSB	DECREASED	615	662	-47	-7%	$25.0K	$23.8K	-$1.2K	2026-10-05
State of Alaska, Department of Revenue	UNCHANGED	606	606	0	0%	$22	$23	+$1	2026-10-15
Allworth Financial LP	UNCHANGED	415	415	0	0%	$15.7K	$15.7K	$0	2026-11-06
Versant Capital Management, Inc	UNCHANGED	324	324	0	0%	$12.2K	$12.5K	+$302	2026-10-02
Sterling Capital Management LLC	DECREASED	323	335	-12	-4%	$12.7K	$12.5K	-$153	2026-10-22
1620 Investment Advisors, Inc.	UNCHANGED	270	270	0	0%	$10.2K	$10.4K	+$251	2026-11-04
Pension & Wealth Management Advisors, Inc.	NEW	253	—	+253	—	—	$9.8K	—	2026-10-16
Gamma Investing LLC	INCREASED	213	191	+22	+12%	$7.2K	$8.2K	+$1.0K	2026-10-08
KFG LLC	NEW	210	—	+210	—	—	$8.1K	—	2026-11-02
Farther Finance Advisors, LLC	INCREASED	207	164	+43	+26%	$6.2K	$8.0K	+$1.8K	2026-10-08
Compass Financial Management LLC	UNCHANGED	143	143	0	0%	$5.4K	$5.5K	+$133	2026-10-30
Larson Financial Group LLC	NEW	124	—	+124	—	—	$4.8K	—	2026-11-05
Signaturefd, LLC	INCREASED	124	71	+53	+75%	$2.7K	$4.8K	+$2.1K	2026-10-23
Essential Partners LLC	UNCHANGED	118	118	0	0%	$4.5K	$4.6K	+$109	2026-10-14
SJS Investment Consulting Inc.	INCREASED	111	4	+107	+2675%	$152	$4.3K	+$4.1K	2026-10-26
Mascoma Wealth Management LLC	DECREASED	110	290	-180	-62%	$11.0K	$4.3K	-$6.7K	2026-10-23
Clearstead Advisors, LLC	DECREASED	103	107	-4	-4%	$4.0K	$4.0K	-$55	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	71	57	+14	+25%	$2.2K	$2.7K	+$593	2026-11-04
Root Financial Partners, LLC	NEW	57	—	+57	—	—	$2.2K	—	2026-10-21
GK Wealth Management LLC	NEW	46	—	+46	—	—	$1.8K	—	2026-10-09
Bare Financial Services, Inc	UNCHANGED	21	21	0	0%	$793	$812	+$19	2026-11-04
True Wealth Design, LLC	UNCHANGED	6	6	0	0%	$227	$233	+$6	2026-10-13
Covestor Ltd	INCREASED	4	2	+2	+100%	$0	$0	$0	2026-10-30
ProShare Advisors LLC	CLOSED	0	184,262	-184,262	-100%	$7.0M	$0	-$7.0M	2026-10-29
Wellington Shields Capital Management, LLC	CLOSED	0	16,875	-16,875	-100%	$637.2K	$0	-$637.2K	2026-11-03
Strs Ohio	CLOSED	0	9,200	-9,200	-100%	$347.4K	$0	-$347.4K	2026-10-30
Thrivent Financial for Lutherans	CLOSED	0	7,855	-7,855	-100%	$297.0K	$0	-$297.0K	2026-11-05
Simplex Trading, LLC	CLOSED	0	122	-122	-100%	$4.6K	$0	-$4.6K	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	14	-14	-100%	$529	$0	-$529	2026-10-07
BlackRock, Inc.	N/A	—	1,617,904	-1,617,904	-100%	$61.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	720,974	-720,974	-100%	$27.2M	—	—	—
State Street Corp	N/A	—	568,249	-568,249	-100%	$21.5M	—	—	—
Boston Partners	N/A	—	434,515	-434,515	-100%	$16.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	372,372	-372,372	-100%	$14.1M	—	—	—
Two Sigma Investments, LP	N/A	—	262,996	-262,996	-100%	$9.9M	—	—	—
American Century Companies Inc	N/A	—	246,316	-246,316	-100%	$9.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	240,977	-240,977	-100%	$9.1M	—	—	—
Renaissance Technologies LLC	N/A	—	184,484	-184,484	-100%	$7.0M	—	—	—
Nuveen, LLC	N/A	—	161,654	-161,654	-100%	$6.1M	—	—	—
Morgan Stanley	N/A	—	153,319	-153,319	-100%	$5.8M	—	—	—
Northern Trust Corp	N/A	—	144,446	-144,446	-100%	$5.5M	—	—	—
AQR Capital Management LLC	N/A	—	137,307	-137,307	-100%	$5.2M	—	—	—
Citadel Advisors LLC	N/A	—	136,522	-136,522	-100%	$5.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	136,084	-136,084	-100%	$5.1M	—	—	—
RBF Capital, LLC	N/A	—	133,270	-133,270	-100%	$5.0M	—	—	—
Private Capital Management, LLC	N/A	—	133,185	-133,185	-100%	$5.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	123,278	-123,278	-100%	$4.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	110,436	-110,436	-100%	$4.2M	—	—	—
SG Americas Securities, LLC	N/A	—	92,531	-92,531	-100%	$3.5M	—	—	—
UBS Group AG	N/A	—	88,104	-88,104	-100%	$3.3M	—	—	—
CSM Advisors, LLC	N/A	—	86,010	-86,010	-100%	$3.2M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	77,623	-77,623	-100%	$2.9M	—	—	—
Empowered Funds, LLC	N/A	—	72,312	-72,312	-100%	$2.7M	—	—	—
Millennium Management LLC	N/A	—	70,463	-70,463	-100%	$2.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	70,175	-70,175	-100%	$2.6M	—	—	—
Acadian Asset Management LLC	N/A	—	55,967	-55,967	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	55,813	-55,813	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	52,951	-52,951	-100%	$2.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	50,649	-50,649	-100%	$1.9M	—	—	—
Royal Bank of Canada	N/A	—	46,842	-46,842	-100%	$1.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	40,369	-40,369	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	40,196	-40,196	-100%	$1.5M	—	—	—
De Lisle Partners LLP	N/A	—	32,738	-32,738	-100%	$1.2M	—	—	—
HSBC Holdings PLC	N/A	—	29,933	-29,933	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	28,458	-28,458	-100%	$1.1M	—	—	—
Wells Fargo & Company	N/A	—	26,346	-26,346	-100%	$994.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	23,534	-23,534	-100%	$889.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	23,052	-23,052	-100%	$870.4K	—	—	—
Cetera Investment Advisers	N/A	—	22,843	-22,843	-100%	$862.6K	—	—	—
Rhumbline Advisers	N/A	—	21,090	-21,090	-100%	$796.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	20,396	-20,396	-100%	$770.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	20,299	-20,299	-100%	$766.5K	—	—	—
Invesco Ltd.	N/A	—	19,754	-19,754	-100%	$745.9K	—	—	—
Odyssean, LLC	N/A	—	19,123	-19,123	-100%	$722.1K	—	—	—
Centiva Capital, LP	N/A	—	18,202	-18,202	-100%	$687.3K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	17,559	-17,559	-100%	$663.0K	—	—	—
FMR LLC	N/A	—	16,695	-16,695	-100%	$630.4K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	16,609	-16,609	-100%	$627.2K	—	—	—
Alliancebernstein L.P.	N/A	—	16,166	-16,166	-100%	$524.6K	—	—	—
Focus Partners Wealth	N/A	—	15,417	-15,417	-100%	$582.1K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	14,703	-14,703	-100%	$555.2K	—	—	—
GSA Capital Partners LLP	N/A	—	13,885	-13,885	-100%	$524.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,840	-13,840	-100%	$523.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,258	-13,258	-100%	$500.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	12,361	-12,361	-100%	$466.8K	—	—	—
Stifel Financial Corp	N/A	—	12,130	-12,130	-100%	$458.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	11,031	-11,031	-100%	$416.5K	—	—	—
Brendel Financial Advisors LLC	N/A	—	9,963	-9,963	-100%	$376.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,824	-9,824	-100%	$371.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,770	-9,770	-100%	$368.9K	—	—	—
XTX Topco Ltd	N/A	—	9,720	-9,720	-100%	$367.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,557	-9,557	-100%	$360.9K	—	—	—
Magnetar Financial LLC	N/A	—	9,058	-9,058	-100%	$342.0K	—	—	—
Jump Financial, LLC	N/A	—	9,012	-9,012	-100%	$340.3K	—	—	—
Rafferty Asset Management, LLC	N/A	—	8,895	-8,895	-100%	$335.9K	—	—	—
Victory Capital Management Inc	N/A	—	8,876	-8,876	-100%	$335.2K	—	—	—
Captrust Financial Advisors	N/A	—	8,869	-8,869	-100%	$334.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	8,487	-8,487	-100%	$320.5K	—	—	—
Mariner, LLC	N/A	—	8,022	-8,022	-100%	$303.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,659	-7,659	-100%	$289.2K	—	—	—
Engineers Gate Manager LP	N/A	—	7,401	-7,401	-100%	$279.5K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	6,982	-6,982	-100%	$263.6K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	6,699	-6,699	-100%	$253.0K	—	—	—
HighTower Advisors, LLC	N/A	—	6,423	-6,423	-100%	$242.5K	—	—	—
Inceptionr LLC	N/A	—	6,307	-6,307	-100%	$238.2K	—	—	—
Atom Investors LP	N/A	—	6,296	-6,296	-100%	$237.7K	—	—	—
Semanteon Capital Management, LP	N/A	—	6,059	-6,059	-100%	$228.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,018	-6,018	-100%	$227.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	5,900	-5,900	-100%	$222.8K	—	—	—
First Manhattan Co. Llc.	N/A	—	5,441	-5,441	-100%	$205.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,350	-5,350	-100%	$202.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,300	-5,300	-100%	$200.1K	—	—	—
New York State Common Retirement Fund	N/A	—	5,213	-5,213	-100%	$196.8K	—	—	—
HM Payson & Co	N/A	—	4,550	-4,550	-100%	$171.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	3,154	-3,154	-100%	$119.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,872	-2,872	-100%	$108.5K	—	—	—
Legal & General Group Plc	N/A	—	1,619	-1,619	-100%	$61.1K	—	—	—
Canada Life Assurance Co	N/A	—	1,518	-1,518	-100%	$57.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,466	-1,466	-100%	$55.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,059	-1,059	-100%	$40.0K	—	—	—
Arax Advisory Partners	N/A	—	711	-711	-100%	$26.8K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	610	-610	-100%	$23.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	595	-595	-100%	$22.5K	—	—	—
Core Capital Management & Research, inc.	N/A	—	492	-492	-100%	$19.5K	—	—	—
California State Teachers Retirement System	N/A	—	229	-229	-100%	$8.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	200	-200	-100%	$7.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	131	-131	-100%	$4.9K	—	—	—
Huntington National Bank	N/A	—	99	-99	-100%	$3.7K	—	—	—
JPL Wealth Management, LLC	N/A	—	86	-86	-100%	$3.2K	—	—	—
Rothschild Investment LLC	N/A	—	57	-57	-100%	$2.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	50	-50	-100%	$1.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	46	-46	-100%	$1.8K	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	10	-10	-100%	$378	—	—	—
LOS Angeles Capital Management LLC	N/A	—	9	-9	-100%	$340	—	—	—

Showing 183 of 183 institutions