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Bioventus Inc (BVS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Essex Woodlands Management, Inc.
UNCHANGED
Shares13,021,324 from 13,021,324
Change0 (0%)
Value$177.5M (+$54.6M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares1,390,241 from 1,365,716
Change+24,525 (+2%)
Value$19.0M (+$6.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,236,611 from 1,128,465
Change+108,146 (+10%)
Value$16.9M (+$6.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares194,991 from 152,316
Change+42,675 (+28%)
Value$2.7M (+$1.2M)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED
Shares161,657 from 290,345
Change-128,688 (-44%)
Value$2.2M (-$537.5K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares153,078 from 45,557
Change+107,521 (+236%)
Value$2.1M (+$1.7M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares145,943 from 18,415
Change+127,528 (+693%)
Value$2.0M (+$1.8M)
Filed 2026-11-06
Wedge Capital Management L L P
DECREASED
Shares129,995 from 215,051
Change-85,056 (-40%)
Value$1.8M (-$258.2K)
Filed 2026-10-13
Principal Financial Group Inc
NEW
Shares107,339
Change+107,339
Value$1.5M
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares85,874 from 82,507
Change+3,367 (+4%)
Value$1.2M (+$391.6K)
Filed 2026-11-04
SummerHaven Investment Management, LLC
NEW
Shares76,979
Change+76,979
Value$1.0M
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares65,445 from 63,945
Change+1,500 (+2%)
Value$892.0K (+$288.4K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares45,500 from 29,300
Change+16,200 (+55%)
Value$620.2K (+$343.6K)
Filed 2026-10-30
Deutsche Bank Ag\
DECREASED
Shares42,039 from 47,928
Change-5,889 (-12%)
Value$573.0K (+$120.6K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares39,249 from 154,826
Change-115,577 (-75%)
Value$535.0K (-$926.6K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares37,776 from 54,718
Change-16,942 (-31%)
Value$514.9K (-$1.7K)
Filed 2026-11-06
LSV Asset Management
INCREASED
Shares35,800 from 20,600
Change+15,200 (+74%)
Value$488.0K (+$294.0K)
Filed 2026-11-06
Seizert Capital Partners, LLC
DECREASED
Shares32,674 from 34,893
Change-2,219 (-6%)
Value$445.3K (+$116.0K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares31,644 from 28,093
Change+3,551 (+13%)
Value$431.0K (+$166.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares25,237 from 13,739
Change+11,498 (+84%)
Value$344.0K (+$214.3K)
Filed 2026-11-02
Ritholtz Wealth Management
NEW
Shares23,490
Change+23,490
Value$320.2K
Filed 2026-11-05
State of Wyoming
DECREASED
Shares23,167 from 36,579
Change-13,412 (-37%)
Value$315.8K (-$29.5K)
Filed 2026-10-28
State of Alaska, Department of Revenue
INCREASED
Shares18,953 from 3,469
Change+15,484 (+446%)
Value$258.0K (+$258.0K)
Filed 2026-10-15
Sawgrass Asset Management LLC
DECREASED
Shares14,454 from 14,460
Change-6 (0%)
Value$197.0K (+$60.5K)
Filed 2026-11-03
Quantum Financial Partners LLC
INCREASED
Shares14,200 from 12,700
Change+1,500 (+12%)
Value$193.5K (+$73.7K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares13,445 from 13,095
Change+350 (+3%)
Value$183.3K (+$59.6K)
Filed 2026-10-30
Schwartz Investment Counsel Inc
UNCHANGED
Shares12,580 from 12,580
Change0 (0%)
Value$171.5K (+$52.7K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares12,416 from 11,584
Change+832 (+7%)
Value$169.2K (+$59.9K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares10,827 from 13,171
Change-2,344 (-18%)
Value$147.6K (+$23.2K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares5,808 from 4,626
Change+1,182 (+26%)
Value$79.0K (+$35.0K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares3,716 from 3,133
Change+583 (+19%)
Value$50.6K (+$21.1K)
Filed 2026-10-08
USA Financial Formulas
NEW
Shares3,079
Change+3,079
Value$42.0K
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares2,660 from 38,668
Change-36,008 (-93%)
Value$36.3K (-$328.8K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares1,920 from 66
Change+1,854 (+2809%)
Value$26.2K (+$25.5K)
Filed 2026-10-23
Sterling Capital Management LLC
INCREASED
Shares1,581 from 169
Change+1,412 (+836%)
Value$21.5K (+$20.0K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED
Shares889 from 3,476
Change-2,587 (-74%)
Value$12.1K (-$20.7K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares841
Change+841
Value$11.5K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares741 from 474
Change+267 (+56%)
Value$10.1K (+$5.6K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares713
Change+713
Value$9.7K
Filed 2026-11-05
New York State Teachers Retirement System
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$9 (-$6.0K)
Filed 2026-10-22
Adirondack Trust Co
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$8.2K (+$2.5K)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares500
Change+500
Value$6.8K
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares400
Change+400
Value$5.5K
Filed 2026-11-06
Essential Partners LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$5.0K (+$1.5K)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$3.2K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$4.3K (+$1.3K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$4.0K (+$1.2K)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$3.3K (+$1.0K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$3.0K (+$922)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares153 from 138
Change+15 (+11%)
Value$2.1K (+$782)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$1.9K (+$595)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares141 from 78
Change+63 (+81%)
Value$1.9K (+$1.2K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
NEW
Shares110
Change+110
Value$1.5K
Filed 2026-10-20
True Wealth Design, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$1.2K (+$356)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares81
Change+81
Value$1.1K
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares37
Change+37
Value$504
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares14 from 5
Change+9 (+180%)
Value$191 (+$144)
Filed 2026-11-06
Clearstead Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$123 (+$38)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$109
Filed 2026-10-30
Silver Grove Financial Group, Inc.
NEW
Shares4
Change+4
Value$55
Filed 2026-11-05
Fortitude Family Office, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$55 (+$17)
Filed 2026-10-14
Wesbanco Bank Inc
CLOSED
Shares0 from 139,600
Change-139,600 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Diversified Trust Co
CLOSED
Shares0 from 11,399
Change-11,399 (-100%)
Value$0 (-$107.6K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,958
Change-1,958 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-26
Juniper Investment Company, LLC
N/A
Shares— from 6,939,357
Change-6,939,357 (-100%)
Value—
Nantahala Capital Management, LLC
N/A
Shares— from 6,000,279
Change-6,000,279 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,435,914
Change-3,435,914 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 1,833,212
Change-1,833,212 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,751,678
Change-1,751,678 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,353,415
Change-1,353,415 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,104,878
Change-1,104,878 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,042,796
Change-1,042,796 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 907,739
Change-907,739 (-100%)
Value—
Engine Capital Management, LPA
N/A
Shares— from 900,558
Change-900,558 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 748,358
Change-748,358 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 736,000
Change-736,000 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 709,714
Change-709,714 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 652,367
Change-652,367 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 466,563
Change-466,563 (-100%)
Value—
FMR LLC
N/A
Shares— from 452,850
Change-452,850 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 443,824
Change-443,824 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 394,520
Change-394,520 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 391,859
Change-391,859 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 369,673
Change-369,673 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 336,998
Change-336,998 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 327,838
Change-327,838 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 326,124
Change-326,124 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 317,208
Change-317,208 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 269,267
Change-269,267 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 250,278
Change-250,278 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 230,625
Change-230,625 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 203,512
Change-203,512 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 194,313
Change-194,313 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 193,734
Change-193,734 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 169,713
Change-169,713 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 169,513
Change-169,513 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 165,865
Change-165,865 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 158,690
Change-158,690 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 149,615
Change-149,615 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 148,581
Change-148,581 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 137,515
Change-137,515 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 132,513
Change-132,513 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 115,681
Change-115,681 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 108,268
Change-108,268 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 106,809
Change-106,809 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 100,117
Change-100,117 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 96,574
Change-96,574 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 81,377
Change-81,377 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 75,136
Change-75,136 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 73,993
Change-73,993 (-100%)
Value—
UBS Group AG
N/A
Shares— from 69,683
Change-69,683 (-100%)
Value—
Man Group plc
N/A
Shares— from 64,589
Change-64,589 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 61,117
Change-61,117 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 59,900
Change-59,900 (-100%)
Value—
Buckley Capital Advisors, LLC
N/A
Shares— from 58,900
Change-58,900 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 58,188
Change-58,188 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 56,456
Change-56,456 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 56,415
Change-56,415 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 53,854
Change-53,854 (-100%)
Value—
Varcov Co.
N/A
Shares— from 53,541
Change-53,541 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 48,630
Change-48,630 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 47,611
Change-47,611 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 47,304
Change-47,304 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 45,949
Change-45,949 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 43,964
Change-43,964 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 42,113
Change-42,113 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 38,404
Change-38,404 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,796
Change-34,796 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 33,070
Change-33,070 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 31,816
Change-31,816 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 30,851
Change-30,851 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 30,828
Change-30,828 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,946
Change-28,946 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 28,404
Change-28,404 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 28,154
Change-28,154 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,103
Change-26,103 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 25,780
Change-25,780 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 25,217
Change-25,217 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 22,194
Change-22,194 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 19,966
Change-19,966 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 17,732
Change-17,732 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,692
Change-17,692 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 16,967
Change-16,967 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 15,412
Change-15,412 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 13,539
Change-13,539 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 13,033
Change-13,033 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 750
Change-750 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 727
Change-727 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 708
Change-708 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 654
Change-654 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Quarry LP
N/A
Shares— from 248
Change-248 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 194
Change-194 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Essex Woodlands Management, Inc.
UNCHANGED13,021,32413,021,32400%$122.9M$177.5M+$54.6M2026-11-06
Geode Capital Management, LLC
INCREASED1,390,2411,365,716+24,525+2%$12.9M$19.0M+$6.1M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,236,6111,128,465+108,146+10%$10.7M$16.9M+$6.2M2026-11-04
Bank of New York Mellon Corp
INCREASED194,991152,316+42,675+28%$1.4M$2.7M+$1.2M2026-11-05
Knights of Columbus Asset Advisors LLC
DECREASED161,657290,345-128,688-44%$2.7M$2.2M-$537.5K2026-11-05
LPL Financial LLC
INCREASED153,07845,557+107,521+236%$430.1K$2.1M+$1.7M2026-11-06
Russell Investments Group, Ltd.
INCREASED145,94318,415+127,528+693%$173.8K$2.0M+$1.8M2026-11-06
Wedge Capital Management L L P
DECREASED129,995215,051-85,056-40%$2.0M$1.8M-$258.2K2026-10-13
Principal Financial Group Inc
NEW107,339—+107,339——$1.5M—2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED85,87482,507+3,367+4%$778.9K$1.2M+$391.6K2026-11-04
SummerHaven Investment Management, LLC
NEW76,979—+76,979——$1.0M—2026-10-19
Kestra Private Wealth Services, LLC
INCREASED65,44563,945+1,500+2%$603.6K$892.0K+$288.4K2026-11-06
Strs Ohio
INCREASED45,50029,300+16,200+55%$276.6K$620.2K+$343.6K2026-10-30
Deutsche Bank Ag\
DECREASED42,03947,928-5,889-12%$452.4K$573.0K+$120.6K2026-11-06
Fifth Third Bancorp
DECREASED39,249154,826-115,577-75%$1.5M$535.0K-$926.6K2026-11-05
Barclays PLC
DECREASED37,77654,718-16,942-31%$516.5K$514.9K-$1.7K2026-11-06
LSV Asset Management
INCREASED35,80020,600+15,200+74%$194.0K$488.0K+$294.0K2026-11-06
Seizert Capital Partners, LLC
DECREASED32,67434,893-2,219-6%$329.4K$445.3K+$116.0K2026-10-30
Harbor Capital Advisors, Inc.
INCREASED31,64428,093+3,551+13%$265.0K$431.0K+$166.0K2026-10-22
Creative Planning
INCREASED25,23713,739+11,498+84%$129.7K$344.0K+$214.3K2026-11-02
Ritholtz Wealth Management
NEW23,490—+23,490——$320.2K—2026-11-05
State of Wyoming
DECREASED23,16736,579-13,412-37%$345.3K$315.8K-$29.5K2026-10-28
State of Alaska, Department of Revenue
INCREASED18,9533,469+15,484+446%$32$258.0K+$258.0K2026-10-15
Sawgrass Asset Management LLC
DECREASED14,45414,460-60%$136.5K$197.0K+$60.5K2026-11-03
Quantum Financial Partners LLC
INCREASED14,20012,700+1,500+12%$119.9K$193.5K+$73.7K2026-10-19
Truist Financial Corp
INCREASED13,44513,095+350+3%$123.6K$183.3K+$59.6K2026-10-30
Schwartz Investment Counsel Inc
UNCHANGED12,58012,58000%$118.8K$171.5K+$52.7K2026-10-26
HB Wealth Management, LLC
INCREASED12,41611,584+832+7%$109.4K$169.2K+$59.9K2026-10-23
Commonwealth Equity Services, LLC
DECREASED10,82713,171-2,344-18%$124.3K$147.6K+$23.2K2026-11-02
Covestor Ltd
INCREASED5,8084,626+1,182+26%$44.0K$79.0K+$35.0K2026-10-30
Gamma Investing LLC
INCREASED3,7163,133+583+19%$29.6K$50.6K+$21.1K2026-10-08
USA Financial Formulas
NEW3,079—+3,079——$42.0K—2026-10-16
Citigroup Inc
DECREASED2,66038,668-36,008-93%$365.0K$36.3K-$328.8K2026-11-04
Signaturefd, LLC
INCREASED1,92066+1,854+2809%$623$26.2K+$25.5K2026-10-23
Sterling Capital Management LLC
INCREASED1,581169+1,412+836%$1.6K$21.5K+$20.0K2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED8893,476-2,587-74%$32.8K$12.1K-$20.7K2026-10-29
William Mack & Associates, Inc.
NEW841—+841——$11.5K—2026-10-27
SJS Investment Consulting Inc.
INCREASED741474+267+56%$4.5K$10.1K+$5.6K2026-10-26
Summit Securities Group LLC
NEW713—+713——$9.7K—2026-11-05
New York State Teachers Retirement System
UNCHANGED64264200%$6.0K$9-$6.0K2026-10-22
Adirondack Trust Co
UNCHANGED60160100%$5.7K$8.2K+$2.5K2026-10-14
Jacobi Capital Management LLC
NEW500—+500——$6.8K—2026-11-05
Rothwell Investment Advisors, LLC
NEW400—+400——$5.5K—2026-11-06
Essential Partners LLC
UNCHANGED36536500%$3.4K$5.0K+$1.5K2026-10-14
Allworth Financial LP
UNCHANGED34134100%$3.2K$3.2K$02026-11-06
Parallel Advisors, LLC
UNCHANGED31331300%$3.0K$4.3K+$1.3K2026-11-03
Versant Capital Management, Inc
UNCHANGED29329300%$2.8K$4.0K+$1.2K2026-10-02
EverSource Wealth Advisors, LLC
UNCHANGED24324300%$2.3K$3.3K+$1.0K2026-11-04
IFP Advisors, Inc
UNCHANGED22022000%$2.1K$3.0K+$9222026-10-16
Larson Financial Group LLC
INCREASED153138+15+11%$1.3K$2.1K+$7822026-11-05
Nisa Investment Advisors, LLC
UNCHANGED14214200%$1.3K$1.9K+$5952026-10-20
Farther Finance Advisors, LLC
INCREASED14178+63+81%$736$1.9K+$1.2K2026-10-08
Physician Wealth Advisors, Inc.
NEW110—+110——$1.5K—2026-10-20
True Wealth Design, LLC
UNCHANGED858500%$803$1.2K+$3562026-10-13
Root Financial Partners, LLC
NEW81—+81——$1.1K—2026-10-21
Ascentis Wealth Management, LLC
NEW37—+37——$504—2026-11-03
PNC Financial Services Group, Inc.
INCREASED145+9+180%$47$191+$1442026-11-06
Clearstead Advisors, LLC
UNCHANGED9900%$85$123+$382026-11-06
Provenance Wealth Advisors, LLC
NEW8—+8——$109—2026-10-30
Silver Grove Financial Group, Inc.
NEW4—+4——$55—2026-11-05
Fortitude Family Office, LLC
UNCHANGED4400%$38$55+$172026-10-14
Wesbanco Bank Inc
CLOSED0139,600-139,600-100%$1.3M$0-$1.3M2026-11-04
Diversified Trust Co
CLOSED011,399-11,399-100%$107.6K$0-$107.6K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED01,958-1,958-100%$18.5K$0-$18.5K2026-10-26
Juniper Investment Company, LLC
N/A—6,939,357-6,939,357-100%$65.5M———
Nantahala Capital Management, LLC
N/A—6,000,279-6,000,279-100%$56.6M———
BlackRock, Inc.
N/A—3,435,914-3,435,914-100%$32.4M———
Royce & Associates LP
N/A—1,833,212-1,833,212-100%$17.3M———
Vanguard Capital Management LLC
N/A—1,751,678-1,751,678-100%$16.5M———
American Century Companies Inc
N/A—1,353,415-1,353,415-100%$12.8M———
State Street Corp
N/A—1,104,878-1,104,878-100%$10.4M———
Vanguard Portfolio Management LLC
N/A—1,042,796-1,042,796-100%$9.8M———
Hillsdale Investment Management Inc.
N/A—907,739-907,739-100%$8.6M———
Engine Capital Management, LPA
N/A—900,558-900,558-100%$8.5M———
Wellington Management Group LLP
N/A—748,358-748,358-100%$7.1M———
Renaissance Technologies LLC
N/A—736,000-736,000-100%$6.9M———
Oberweis Asset Management Inc/
N/A—709,714-709,714-100%$6.7M———
Goldman Sachs Group Inc
N/A—652,367-652,367-100%$6.2M———
Kennedy Capital Management LLC
N/A—466,563-466,563-100%$4.4M———
FMR LLC
N/A—452,850-452,850-100%$4.3M———
Northern Trust Corp
N/A—443,824-443,824-100%$4.2M———
Prudential Financial Inc
N/A—394,520-394,520-100%$3.7M———
Charles Schwab Investment Management Inc
N/A—391,859-391,859-100%$3.7M———
Tocqueville Asset Management L.P.
N/A—369,673-369,673-100%$3.5M———
Acadian Asset Management LLC
N/A—336,998-336,998-100%$3.2M———
Vanguard Fiduciary Trust Co
N/A—327,838-327,838-100%$3.1M———
AQR Capital Management LLC
N/A—326,124-326,124-100%$3.1M———
Lazard Asset Management LLC
N/A—317,208-317,208-100%$3.0M———
Squarepoint Ops LLC
N/A—269,267-269,267-100%$2.5M———
BNP Paribas Financial Markets
N/A—250,278-250,278-100%$2.4M———
Two Sigma Investments, LP
N/A—230,625-230,625-100%$2.2M———
Millennium Management LLC
N/A—203,512-203,512-100%$1.9M———
Anderson Financial Strategies, LLC
N/A—194,313-194,313-100%$2.9M———
Morgan Stanley
N/A—193,734-193,734-100%$1.8M———
Point72 Asset Management, L.P.
N/A—169,713-169,713-100%$1.6M———
Nuveen, LLC
N/A—169,513-169,513-100%$1.6M———
Globeflex Capital L P
N/A—165,865-165,865-100%$1.6M———
Arrowstreet Capital, Limited Partnership
N/A—158,690-158,690-100%$1.5M———
JPMorgan Chase & Co
N/A—149,615-149,615-100%$1.5M———
Mariner, LLC
N/A—148,581-148,581-100%$1.4M———
Quantinno Capital Management LP
N/A—137,515-137,515-100%$1.3M———
LOS Angeles Capital Management LLC
N/A—132,513-132,513-100%$1.3M———
Trexquant Investment LP
N/A—115,681-115,681-100%$1.1M———
Algert Global LLC
N/A—108,268-108,268-100%$1.0M———
Envestnet Asset Management Inc
N/A—106,809-106,809-100%$1.0M———
Vanguard Global Advisers, LLC
N/A—100,117-100,117-100%$945.1K———
Panagora Asset Management Inc
N/A—96,574-96,574-100%$911.7K———
State of Wisconsin Investment Board
N/A—81,377-81,377-100%$768.2K———
Diker Management LLC
N/A—75,136-75,136-100%$709.0K———
Victory Capital Management Inc
N/A—73,993-73,993-100%$698.5K———
UBS Group AG
N/A—69,683-69,683-100%$657.8K———
Man Group plc
N/A—64,589-64,589-100%$609.7K———
Tudor Investment Corp ET AL
N/A—61,117-61,117-100%$576.9K———
Canada Pension Plan Investment Board
N/A—59,900-59,900-100%$565.5K———
Buckley Capital Advisors, LLC
N/A—58,900-58,900-100%$556.0K———
Rhumbline Advisers
N/A—58,188-58,188-100%$549.3K———
HRT Financial LP
N/A—56,456-56,456-100%$532.0K———
Campbell & Co Investment Adviser LLC
N/A—56,415-56,415-100%$532.6K———
Jacobs Levy Equity Management, Inc
N/A—53,854-53,854-100%$508.4K———
Varcov Co.
N/A—53,541-53,541-100%$505.4K———
Voya Investment Management LLC
N/A—48,630-48,630-100%$459.1K———
Bank of America Corp
N/A—47,611-47,611-100%$449.4K———
D. E. Shaw & Co., Inc.
N/A—47,304-47,304-100%$446.6K———
SEI Investments Co
N/A—45,949-45,949-100%$433.7K———
Wells Fargo & Company
N/A—43,964-43,964-100%$415.0K———
PDT Partners, LLC
N/A—42,113-42,113-100%$397.5K———
Price T Rowe Associates Inc
N/A—38,404-38,404-100%$363.0K———
XTX Topco Ltd
N/A—34,796-34,796-100%$328.5K———
Alliancebernstein L.P.
N/A—33,070-33,070-100%$301.9K———
Integrated Quantitative Investments LLC
N/A—31,816-31,816-100%$300.3K———
MetLife Investment Management, LLC
N/A—30,851-30,851-100%$291.2K———
Franklin Resources Inc
N/A—30,828-30,828-100%$291.0K———
Mercer Global Advisors Inc
N/A—28,946-28,946-100%$273.3K———
O'shaughnessy Asset Management, LLC
N/A—28,404-28,404-100%$268.1K———
ExodusPoint Capital Management, LP
N/A—28,154-28,154-100%$265.8K———
Invesco Ltd.
N/A—26,103-26,103-100%$246.4K———
Prelude Capital Management, LLC
N/A—25,780-25,780-100%$243.4K———
GSA Capital Partners LLP
N/A—25,217-25,217-100%$238.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—22,194-22,194-100%$209.5K———
Aquatic Capital Management LLC
N/A—19,966-19,966-100%$188.5K———
EntryPoint Capital, LLC
N/A—17,732-17,732-100%$167.4K———
Susquehanna International Group, LLP
N/A—17,692-17,692-100%$167.0K———
Legato Capital Management LLC
N/A—16,967-16,967-100%$160.2K———
HighTower Advisors, LLC
N/A—15,412-15,412-100%$145.5K———
One Wealth Advisors, LLC
N/A—15,360-15,360-100%$145.0K———
Police & Firemen's Retirement System of New Jersey
N/A—14,502-14,502-100%$136.9K———
Manufacturers Life Insurance Company, the
N/A—13,790-13,790-100%$130.2K———
Intech Investment Management LLC
N/A—13,539-13,539-100%$127.8K———
State of Tennessee, Department of Treasury
N/A—13,033-13,033-100%$123.0K———
Vident Advisory, LLC
N/A—11,777-11,777-100%$111.2K———
New York State Common Retirement Fund
N/A—10,800-10,800-100%$102.0K———
Legal & General Group Plc
N/A—4,714-4,714-100%$44.5K———
Arax Advisory Partners
N/A—4,355-4,355-100%$41.1K———
Tower Research Capital LLC (TRC)
N/A—4,199-4,199-100%$39.6K———
Ameritas Investment Partners, Inc.
N/A—3,678-3,678-100%$34.7K———
Royal Bank of Canada
N/A—2,666-2,666-100%$25.0K———
Global Retirement Partners, LLC
N/A—894-894-100%$8.4K———
Jones Financial Companies Lllp
N/A—750-750-100%$7.3K———
UBS Asset Management Americas LLC
N/A—736-736-100%$6.9K———
Osaic Holdings, Inc.
N/A—727-727-100%$6.9K———
Bard Associates Inc
N/A—708-708-100%$6.7K———
California State Teachers Retirement System
N/A—654-654-100%$6.2K———
Federated Hermes, Inc.
N/A—320-320-100%$3.0K———
Quarry LP
N/A—248-248-100%$2.3K———
Optiver Holding B.V.
N/A—194-194-100%$1.8K———
Rothschild Investment LLC
N/A—93-93-100%$878———
Bessemer Group Inc
N/A—4-4-100%$0———
Steward Partners Investment Advisory, LLC
N/A—3-3-100%$28———
Showing 168 of 168 institutions