Billiontoone Inc CL A (BLLN)

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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Wasatch Advisors LP

DECREASED

Shares507,258 from 518,084

Change-10,826 (-2%)

Value$54.0M (-$8.2M)

Filed 2026-10-13

Penn Capital Management Company, LLC

INCREASED

Shares132,636 from 129,602

Change+3,034 (+2%)

Value$14.1M (-$1.4M)

Filed 2026-11-04

Creative Planning

NEW

Shares11,337

Change+11,337

Value$1.2M

Filed 2026-11-02

Vontobel Holding Ltd.

DECREASED

Shares9,700 from 15,123

Change-5,423 (-36%)

Value$1.0M (-$782.0K)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares8,667 from 1,932

Change+6,735 (+349%)

Value$922.5K (+$690.7K)

Filed 2026-11-05

Renaissance Capital LLC

INCREASED

Shares7,495 from 2,373

Change+5,122 (+216%)

Value$797.8K (+$513.1K)

Filed 2026-10-23

D.A. Davidson & Co.

NEW

Shares7,266

Change+7,266

Value$773.4K

Filed 2026-10-28

Lavelle Capital LP

INCREASED

Shares5,878 from 4,086

Change+1,792 (+44%)

Value$625.7K (+$135.4K)

Filed 2026-11-03

Certuity, LLC

DECREASED

Shares5,333 from 5,342

Change-9 (0%)

Value$567.6K (-$73.3K)

Filed 2026-11-02

Green Alpha Advisors, LLC

INCREASED

Shares5,239 from 5,197

Change+42 (+1%)

Value$557.6K (-$65.9K)

Filed 2026-10-08

Harbour Capital Advisors, LLC

INCREASED

Shares4,725 from 2,850

Change+1,875 (+66%)

Value$502.9K (+$141.6K)

Filed 2026-10-13

Thrive Wealth Management, LLC

INCREASED

Shares4,000 from 2,000

Change+2,000 (+100%)

Value$425.8K (+$185.8K)

Filed 2026-10-13

Yorktown Management & Research Co Inc

UNCHANGED

Shares3,450 from 3,450

Change0 (0%)

Value$367.2K (-$46.7K)

Filed 2026-10-28

Greenup Street Wealth Management LLC

DECREASED

Shares3,091 from 3,391

Change-300 (-9%)

Value$329.0K (-$77.9K)

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares2,933 from 886

Change+2,047 (+231%)

Value$312.2K (+$205.9K)

Filed 2026-11-04

Lanark Financial, Inc.

INCREASED

Shares2,671 from 563

Change+2,108 (+374%)

Value$284.3K (+$216.8K)

Filed 2026-10-26

Three Bridge Wealth Advisors, LLC

NEW

Shares2,580

Change+2,580

Value$274.6K

Filed 2026-11-05

Forum Financial Management, LP

NEW

Shares2,572

Change+2,572

Value$273.8K

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

INCREASED

Shares2,452 from 1,910

Change+542 (+28%)

Value$261.0K (+$31.8K)

Filed 2026-10-29

Tema Etfs LLC

NEW

Shares896

Change+896

Value$95.4K

Filed 2026-10-16

Toth Financial Advisory Corp

INCREASED

Shares800 from 500

Change+300 (+60%)

Value$85.2K (+$25.2K)

Filed 2026-10-08

US Bancorp \de\

DECREASED

Shares625 from 1,349

Change-724 (-54%)

Value$66.5K (-$95.3K)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares530

Change+530

Value$56.4K

Filed 2026-10-30

Family Legacy Financial Solutions, LLC

NEW

Shares500

Change+500

Value$53.2K

Filed 2026-10-07

Parallel Advisors, LLC

INCREASED

Shares280 from 150

Change+130 (+87%)

Value$29.8K (+$11.8K)

Filed 2026-11-03

Essential Investment Partners LLC

INCREASED

Shares150 from 50

Change+100 (+200%)

Value$16.0K (+$10.0K)

Filed 2026-10-27

Fifth Third Bancorp

DECREASED

Shares133 from 7,510

Change-7,377 (-98%)

Value$14.1K (-$887.0K)

Filed 2026-11-05

Wolff Wiese Magana LLC

INCREASED

Shares66 from 40

Change+26 (+65%)

Value$7.0K (+$2.2K)

Filed 2026-10-15

Parkside Financial Bank & Trust

NEW

Shares56

Change+56

Value$6.0K

Filed 2026-10-27

First Pacific Financial

NEW

Shares52

Change+52

Value$5.5K

Filed 2026-10-14

Private Wealth Management Group, LLC

NEW

Shares47

Change+47

Value$5.0K

Filed 2026-10-19

SBI Securities Co., Ltd.

INCREASED

Shares41 from 35

Change+6 (+17%)

Value$4.4K (+$165)

Filed 2026-10-22

Rossby Financial, LCC

DECREASED

Shares25 from 100

Change-75 (-75%)

Value$2.7K (-$9.3K)

Filed 2026-11-05

TFC Financial Management, Inc.

NEW

Shares20

Change+20

Value$2.1K

Filed 2026-10-26

Global Trust Asset Management, LLC

NEW

Shares15

Change+15

Value$1.6K

Filed 2026-10-19

Marquette Asset Management, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$746 (-$94)

Filed 2026-10-09

Gamma Investing LLC

NEW

Shares6

Change+6

Value$639

Filed 2026-10-08

Bare Financial Services, Inc

DECREASED

Shares5 from 12

Change-7 (-58%)

Value$532 (-$908)

Filed 2026-11-04

Regents of the University of California

CLOSED

Shares0 from 40,863

Change-40,863 (-100%)

Value$0 (-$4.9M)

Filed 2026-10-26

OpenArc Corporate Advisory, LLC

CLOSED

Shares0 from 24,482

Change-24,482 (-100%)

Value$0 (-$2.9M)

Filed 2026-10-21

Sierra Summit Advisors LLC

CLOSED

Shares0 from 11,911

Change-11,911 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-28

MCF Advisors LLC

CLOSED

Shares0 from 448

Change-448 (-100%)

Value$0 (-$53.8K)

Filed 2026-10-28

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-20

Fortitude Family Office, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-14

Adams Street Partners LLC

N/A

Shares— from 1,711,430

Change-1,711,430 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 1,010,322

Change-1,010,322 (-100%)

Value—

Baillie Gifford & Co

N/A

Shares— from 901,420

Change-901,420 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 840,970

Change-840,970 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 835,614

Change-835,614 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 799,468

Change-799,468 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 764,215

Change-764,215 (-100%)

Value—

Bamco Inc

N/A

Shares— from 742,093

Change-742,093 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 425,032

Change-425,032 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 418,565

Change-418,565 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 375,858

Change-375,858 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 364,467

Change-364,467 (-100%)

Value—

UBS Group AG

N/A

Shares— from 344,287

Change-344,287 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 340,371

Change-340,371 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 320,612

Change-320,612 (-100%)

Value—

Oberweis Asset Management Inc/

N/A

Shares— from 299,030

Change-299,030 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 271,554

Change-271,554 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 262,103

Change-262,103 (-100%)

Value—

Napean Trading & Investment Co (Singapore) PTE Ltd

N/A

Shares— from 233,333

Change-233,333 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 223,933

Change-223,933 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 203,990

Change-203,990 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 122,527

Change-122,527 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 120,325

Change-120,325 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 117,771

Change-117,771 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 117,063

Change-117,063 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 114,281

Change-114,281 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 114,123

Change-114,123 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 96,600

Change-96,600 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 92,957

Change-92,957 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 87,934

Change-87,934 (-100%)

Value—

Perceptive Advisors LLC

N/A

Shares— from 86,812

Change-86,812 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 86,293

Change-86,293 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 83,300

Change-83,300 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 80,709

Change-80,709 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 78,977

Change-78,977 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 71,625

Change-71,625 (-100%)

Value—

Blue Water Life Science Advisors, LP

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 63,482

Change-63,482 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 59,040

Change-59,040 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 57,000

Change-57,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 54,598

Change-54,598 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 51,427

Change-51,427 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 46,300

Change-46,300 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 44,662

Change-44,662 (-100%)

Value—

Fox Hill Wealth Management

N/A

Shares— from 43,724

Change-43,724 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 43,600

Change-43,600 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 43,057

Change-43,057 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 42,874

Change-42,874 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 41,697

Change-41,697 (-100%)

Value—

State Street Corp

N/A

Shares— from 35,718

Change-35,718 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 32,532

Change-32,532 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 30,176

Change-30,176 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 29,074

Change-29,074 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 28,105

Change-28,105 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 26,612

Change-26,612 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 25,981

Change-25,981 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,962

Change-24,962 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 24,651

Change-24,651 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 21,517

Change-21,517 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 21,391

Change-21,391 (-100%)

Value—

One Wealth Advisors, LLC

N/A

Shares— from 19,942

Change-19,942 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 18,421

Change-18,421 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,152

Change-18,152 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 17,498

Change-17,498 (-100%)

Value—

Barclays PLC

N/A

Shares— from 17,446

Change-17,446 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 16,975

Change-16,975 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,155

Change-15,155 (-100%)

Value—

Scientech Research LLC

N/A

Shares— from 14,490

Change-14,490 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 13,640

Change-13,640 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,536

Change-13,536 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 11,453

Change-11,453 (-100%)

Value—

Bellevue Group AG

N/A

Shares— from 10,554

Change-10,554 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 9,589

Change-9,589 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 9,129

Change-9,129 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,773

Change-8,773 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 7,974

Change-7,974 (-100%)

Value—

Blair William & Co

N/A

Shares— from 6,978

Change-6,978 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 6,795

Change-6,795 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 6,700

Change-6,700 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,480

Change-6,480 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 6,203

Change-6,203 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 5,992

Change-5,992 (-100%)

Value—

Brandywine Managers, LLC

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 5,127

Change-5,127 (-100%)

Value—

MIC Capital Management UK LLP

N/A

Shares— from 4,892

Change-4,892 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 4,415

Change-4,415 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 4,346

Change-4,346 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,973

Change-3,973 (-100%)

Value—

Connable Office Inc

N/A

Shares— from 3,850

Change-3,850 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 3,362

Change-3,362 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,252

Change-3,252 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 3,248

Change-3,248 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 2,980

Change-2,980 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 2,833

Change-2,833 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 2,554

Change-2,554 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 2,446

Change-2,446 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,434

Change-2,434 (-100%)

Value—

RiverPark Advisors, LLC

N/A

Shares— from 2,415

Change-2,415 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 2,405

Change-2,405 (-100%)

Value—

DSM Capital Partners LLC

N/A

Shares— from 2,229

Change-2,229 (-100%)

Value—

Genesis Financial Group, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 1,980

Change-1,980 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,907

Change-1,907 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 1,838

Change-1,838 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 1,782

Change-1,782 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,755

Change-1,755 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 1,533

Change-1,533 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,297

Change-1,297 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 816

Change-816 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 282

Change-282 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 221

Change-221 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 186

Change-186 (-100%)

Value—

Civilization Ventures Management, LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 50

Change-50 (-100%)

Value—

Peterson Wealth Management

N/A

Shares— from 47

Change-47 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 15

Change-15 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

FMR LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Quarry LP

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Wasatch Advisors LP	DECREASED	507,258	518,084	-10,826	-2%	$62.2M	$54.0M	-$8.2M	2026-10-13
Penn Capital Management Company, LLC	INCREASED	132,636	129,602	+3,034	+2%	$15.5M	$14.1M	-$1.4M	2026-11-04
Creative Planning	NEW	11,337	—	+11,337	—	—	$1.2M	—	2026-11-02
Vontobel Holding Ltd.	DECREASED	9,700	15,123	-5,423	-36%	$1.8M	$1.0M	-$782.0K	2026-10-16
Bank of New York Mellon Corp	INCREASED	8,667	1,932	+6,735	+349%	$231.8K	$922.5K	+$690.7K	2026-11-05
Renaissance Capital LLC	INCREASED	7,495	2,373	+5,122	+216%	$284.7K	$797.8K	+$513.1K	2026-10-23
D.A. Davidson & Co.	NEW	7,266	—	+7,266	—	—	$773.4K	—	2026-10-28
Lavelle Capital LP	INCREASED	5,878	4,086	+1,792	+44%	$490.2K	$625.7K	+$135.4K	2026-11-03
Certuity, LLC	DECREASED	5,333	5,342	-9	0%	$641.0K	$567.6K	-$73.3K	2026-11-02
Green Alpha Advisors, LLC	INCREASED	5,239	5,197	+42	+1%	$623.5K	$557.6K	-$65.9K	2026-10-08
Harbour Capital Advisors, LLC	INCREASED	4,725	2,850	+1,875	+66%	$361.3K	$502.9K	+$141.6K	2026-10-13
Thrive Wealth Management, LLC	INCREASED	4,000	2,000	+2,000	+100%	$240.0K	$425.8K	+$185.8K	2026-10-13
Yorktown Management & Research Co Inc	UNCHANGED	3,450	3,450	0	0%	$413.9K	$367.2K	-$46.7K	2026-10-28
Greenup Street Wealth Management LLC	DECREASED	3,091	3,391	-300	-9%	$406.9K	$329.0K	-$77.9K	2026-10-28
Citigroup Inc	INCREASED	2,933	886	+2,047	+231%	$106.3K	$312.2K	+$205.9K	2026-11-04
Lanark Financial, Inc.	INCREASED	2,671	563	+2,108	+374%	$67.5K	$284.3K	+$216.8K	2026-10-26
Three Bridge Wealth Advisors, LLC	NEW	2,580	—	+2,580	—	—	$274.6K	—	2026-11-05
Forum Financial Management, LP	NEW	2,572	—	+2,572	—	—	$273.8K	—	2026-10-16
Caitong International Asset Management Co., Ltd	INCREASED	2,452	1,910	+542	+28%	$229.2K	$261.0K	+$31.8K	2026-10-29
Tema Etfs LLC	NEW	896	—	+896	—	—	$95.4K	—	2026-10-16
Toth Financial Advisory Corp	INCREASED	800	500	+300	+60%	$60.0K	$85.2K	+$25.2K	2026-10-08
US Bancorp \de\	DECREASED	625	1,349	-724	-54%	$161.9K	$66.5K	-$95.3K	2026-11-05
Provenance Wealth Advisors, LLC	NEW	530	—	+530	—	—	$56.4K	—	2026-10-30
Family Legacy Financial Solutions, LLC	NEW	500	—	+500	—	—	$53.2K	—	2026-10-07
Parallel Advisors, LLC	INCREASED	280	150	+130	+87%	$18.0K	$29.8K	+$11.8K	2026-11-03
Essential Investment Partners LLC	INCREASED	150	50	+100	+200%	$6.0K	$16.0K	+$10.0K	2026-10-27
Fifth Third Bancorp	DECREASED	133	7,510	-7,377	-98%	$901.1K	$14.1K	-$887.0K	2026-11-05
Wolff Wiese Magana LLC	INCREASED	66	40	+26	+65%	$4.8K	$7.0K	+$2.2K	2026-10-15
Parkside Financial Bank & Trust	NEW	56	—	+56	—	—	$6.0K	—	2026-10-27
First Pacific Financial	NEW	52	—	+52	—	—	$5.5K	—	2026-10-14
Private Wealth Management Group, LLC	NEW	47	—	+47	—	—	$5.0K	—	2026-10-19
SBI Securities Co., Ltd.	INCREASED	41	35	+6	+17%	$4.2K	$4.4K	+$165	2026-10-22
Rossby Financial, LCC	DECREASED	25	100	-75	-75%	$12.0K	$2.7K	-$9.3K	2026-11-05
TFC Financial Management, Inc.	NEW	20	—	+20	—	—	$2.1K	—	2026-10-26
Global Trust Asset Management, LLC	NEW	15	—	+15	—	—	$1.6K	—	2026-10-19
Marquette Asset Management, LLC	UNCHANGED	7	7	0	0%	$840	$746	-$94	2026-10-09
Gamma Investing LLC	NEW	6	—	+6	—	—	$639	—	2026-10-08
Bare Financial Services, Inc	DECREASED	5	12	-7	-58%	$1.4K	$532	-$908	2026-11-04
Regents of the University of California	CLOSED	0	40,863	-40,863	-100%	$4.9M	$0	-$4.9M	2026-10-26
OpenArc Corporate Advisory, LLC	CLOSED	0	24,482	-24,482	-100%	$2.9M	$0	-$2.9M	2026-10-21
Sierra Summit Advisors LLC	CLOSED	0	11,911	-11,911	-100%	$1.4M	$0	-$1.4M	2026-10-28
MCF Advisors LLC	CLOSED	0	448	-448	-100%	$53.8K	$0	-$53.8K	2026-10-28
Physician Wealth Advisors, Inc.	CLOSED	0	17	-17	-100%	$2.0K	$0	-$2.0K	2026-10-20
Fortitude Family Office, LLC	CLOSED	0	9	-9	-100%	$1.1K	$0	-$1.1K	2026-10-14
Adams Street Partners LLC	N/A	—	1,711,430	-1,711,430	-100%	$205.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	1,010,322	-1,010,322	-100%	$121.2M	—	—	—
Baillie Gifford & Co	N/A	—	901,420	-901,420	-100%	$108.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	840,970	-840,970	-100%	$100.9M	—	—	—
Invesco Ltd.	N/A	—	835,614	-835,614	-100%	$100.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	799,468	-799,468	-100%	$95.9M	—	—	—
Neuberger Berman Group LLC	N/A	—	764,215	-764,215	-100%	$91.7M	—	—	—
Bamco Inc	N/A	—	742,093	-742,093	-100%	$89.0M	—	—	—
Millennium Management LLC	N/A	—	425,032	-425,032	-100%	$51.0M	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	418,565	-418,565	-100%	$50.2M	—	—	—
Emerald Advisers, LLC	N/A	—	375,858	-375,858	-100%	$45.1M	—	—	—
Next Century Growth Investors LLC	N/A	—	364,467	-364,467	-100%	$43.7M	—	—	—
UBS Group AG	N/A	—	344,287	-344,287	-100%	$41.3M	—	—	—
JPMorgan Chase & Co	N/A	—	340,371	-340,371	-100%	$41.0M	—	—	—
Ameriprise Financial Inc	N/A	—	320,612	-320,612	-100%	$38.5M	—	—	—
Oberweis Asset Management Inc/	N/A	—	299,030	-299,030	-100%	$35.9M	—	—	—
Wells Fargo & Company	N/A	—	271,554	-271,554	-100%	$32.6M	—	—	—
Alliancebernstein L.P.	N/A	—	262,103	-262,103	-100%	$20.7M	—	—	—
Napean Trading & Investment Co (Singapore) PTE Ltd	N/A	—	233,333	-233,333	-100%	$28.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	223,933	-223,933	-100%	$26.9M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	203,990	-203,990	-100%	$24.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	122,527	-122,527	-100%	$14.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	120,325	-120,325	-100%	$14.4M	—	—	—
New York State Common Retirement Fund	N/A	—	117,771	-117,771	-100%	$14.1M	—	—	—
Voloridge Investment Management, LLC	N/A	—	117,063	-117,063	-100%	$14.0M	—	—	—
BlackRock, Inc.	N/A	—	114,281	-114,281	-100%	$13.7M	—	—	—
Fred Alger Management, LLC	N/A	—	114,123	-114,123	-100%	$13.7M	—	—	—
Renaissance Technologies LLC	N/A	—	96,600	-96,600	-100%	$11.6M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	92,957	-92,957	-100%	$11.2M	—	—	—
Geode Capital Management, LLC	N/A	—	87,934	-87,934	-100%	$10.6M	—	—	—
Perceptive Advisors LLC	N/A	—	86,812	-86,812	-100%	$10.4M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	86,293	-86,293	-100%	$10.4M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	83,300	-83,300	-100%	$10.0M	—	—	—
HRT Financial LP	N/A	—	80,709	-80,709	-100%	$9.7M	—	—	—
Massachusetts Financial Services Co	N/A	—	78,977	-78,977	-100%	$9.5M	—	—	—
Greenwich Wealth Management LLC	N/A	—	71,625	-71,625	-100%	$8.6M	—	—	—
Blue Water Life Science Advisors, LP	N/A	—	70,000	-70,000	-100%	$8.4M	—	—	—
TD Asset Management Inc	N/A	—	63,482	-63,482	-100%	$7.6M	—	—	—
Bank of America Corp	N/A	—	59,040	-59,040	-100%	$7.1M	—	—	—
Verition Fund Management LLC	N/A	—	57,000	-57,000	-100%	$6.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	54,598	-54,598	-100%	$6.6M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	51,427	-51,427	-100%	$6.2M	—	—	—
Jump Financial, LLC	N/A	—	46,300	-46,300	-100%	$5.6M	—	—	—
Marshall Wace, LLP	N/A	—	44,662	-44,662	-100%	$5.4M	—	—	—
Fox Hill Wealth Management	N/A	—	43,724	-43,724	-100%	$5.2M	—	—	—
F/m Investments LLC	N/A	—	43,600	-43,600	-100%	$5.2M	—	—	—
Weiss Asset Management LP	N/A	—	43,057	-43,057	-100%	$5.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	42,874	-42,874	-100%	$5.1M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	41,697	-41,697	-100%	$5.0M	—	—	—
State Street Corp	N/A	—	35,718	-35,718	-100%	$4.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	32,532	-32,532	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	30,176	-30,176	-100%	$3.6M	—	—	—
Russell Investments Group, Ltd.	N/A	—	29,074	-29,074	-100%	$3.5M	—	—	—
Trexquant Investment LP	N/A	—	28,105	-28,105	-100%	$3.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	26,612	-26,612	-100%	$3.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	25,981	-25,981	-100%	$3.1M	—	—	—
Seven Grand Managers, LLC	N/A	—	25,000	-25,000	-100%	$3.0M	—	—	—
Royal Bank of Canada	N/A	—	24,962	-24,962	-100%	$3.0M	—	—	—
Quantbot Technologies LP	N/A	—	24,651	-24,651	-100%	$3.0M	—	—	—
Tudor Investment Corp ET AL	N/A	—	21,517	-21,517	-100%	$2.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	21,391	-21,391	-100%	$2.6M	—	—	—
One Wealth Advisors, LLC	N/A	—	19,942	-19,942	-100%	$2.4M	—	—	—
Morgan Stanley	N/A	—	18,421	-18,421	-100%	$2.2M	—	—	—
XTX Topco Ltd	N/A	—	18,152	-18,152	-100%	$2.2M	—	—	—
First Trust Advisors LP	N/A	—	17,498	-17,498	-100%	$2.1M	—	—	—
Barclays PLC	N/A	—	17,446	-17,446	-100%	$2.1M	—	—	—
Polen Capital Management LLC	N/A	—	16,975	-16,975	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	15,155	-15,155	-100%	$1.8M	—	—	—
Scientech Research LLC	N/A	—	14,490	-14,490	-100%	$1.7M	—	—	—
Deutsche Bank Ag\	N/A	—	13,640	-13,640	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	13,536	-13,536	-100%	$1.6M	—	—	—
Caerus Investment Advisors, LLC	N/A	—	11,453	-11,453	-100%	$1.4M	—	—	—
Bellevue Group AG	N/A	—	10,554	-10,554	-100%	$1.3M	—	—	—
SEI Investments Co	N/A	—	9,589	-9,589	-100%	$1.2M	—	—	—
Cresset Asset Management, LLC	N/A	—	9,129	-9,129	-100%	$1.1M	—	—	—
Squarepoint Ops LLC	N/A	—	8,773	-8,773	-100%	$1.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	7,974	-7,974	-100%	$956.7K	—	—	—
Blair William & Co	N/A	—	6,978	-6,978	-100%	$837.2K	—	—	—
LPL Financial LLC	N/A	—	6,795	-6,795	-100%	$815.3K	—	—	—
Entropy Technologies, LP	N/A	—	6,700	-6,700	-100%	$803.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,480	-6,480	-100%	$777.5K	—	—	—
GSA Capital Partners LLP	N/A	—	6,203	-6,203	-100%	$744.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	5,992	-5,992	-100%	$718.9K	—	—	—
Brandywine Managers, LLC	N/A	—	5,750	-5,750	-100%	$689.9K	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	5,127	-5,127	-100%	$615.1K	—	—	—
MIC Capital Management UK LLP	N/A	—	4,892	-4,892	-100%	$586.9K	—	—	—
SummitTX Capital, L.P.	N/A	—	4,415	-4,415	-100%	$529.7K	—	—	—
Pathstone Holdings, LLC	N/A	—	4,346	-4,346	-100%	$518.6K	—	—	—
Quadrature Capital Ltd	N/A	—	3,973	-3,973	-100%	$476.7K	—	—	—
Connable Office Inc	N/A	—	3,850	-3,850	-100%	$461.9K	—	—	—
First Manhattan Co. Llc.	N/A	—	3,362	-3,362	-100%	$403.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	3,300	-3,300	-100%	$395.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	3,252	-3,252	-100%	$390.2K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	3,248	-3,248	-100%	$389.7K	—	—	—
Cerity Partners LLC	N/A	—	3,000	-3,000	-100%	$359.9K	—	—	—
Vident Advisory, LLC	N/A	—	2,980	-2,980	-100%	$357.5K	—	—	—
Virtu Financial LLC	N/A	—	2,833	-2,833	-100%	$340.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	2,554	-2,554	-100%	$306.4K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	2,446	-2,446	-100%	$293.5K	—	—	—
Raymond James Financial Inc	N/A	—	2,434	-2,434	-100%	$292.0K	—	—	—
RiverPark Advisors, LLC	N/A	—	2,415	-2,415	-100%	$289.8K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	2,405	-2,405	-100%	$288.6K	—	—	—
DSM Capital Partners LLC	N/A	—	2,229	-2,229	-100%	$267.4K	—	—	—
Genesis Financial Group, LLC	N/A	—	2,000	-2,000	-100%	$240.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	1,980	-1,980	-100%	$237.6K	—	—	—
Victory Capital Management Inc	N/A	—	1,907	-1,907	-100%	$228.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	1,838	-1,838	-100%	$220.5K	—	—	—
Gotham Asset Management, LLC	N/A	—	1,782	-1,782	-100%	$213.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,755	-1,755	-100%	$210.6K	—	—	—
Freestone Grove Partners LP	N/A	—	1,533	-1,533	-100%	$183.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,297	-1,297	-100%	$156.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	816	-816	-100%	$96.4K	—	—	—
Forum Finance Group S.A.	N/A	—	300	-300	-100%	$29	—	—	—
Rockefeller Capital Management L.P.	N/A	—	282	-282	-100%	$33.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	259	-259	-100%	$31.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	221	-221	-100%	$26.5K	—	—	—
Harbour Investments, Inc.	N/A	—	186	-186	-100%	$22.3K	—	—	—
Civilization Ventures Management, LLC	N/A	—	88	-88	-100%	$8.7K	—	—	—
Colonial Trust Advisors	N/A	—	50	-50	-100%	$6.0K	—	—	—
Peterson Wealth Management	N/A	—	47	-47	-100%	$5.6K	—	—	—
Huntington National Bank	N/A	—	15	-15	-100%	$1.8K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	14	-14	-100%	$1.7K	—	—	—
FMR LLC	N/A	—	7	-7	-100%	$840	—	—	—
Quarry LP	N/A	—	1	-1	-100%	$120	—	—	—

Showing 168 of 168 institutions