Blend Labs Inc (BLND)

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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Capricorn Fund Managers Ltd

INCREASED

Shares13,280,549 from 11,314,649

Change+1,965,900 (+17%)

Value$13.7M (-$5.7M)

Filed 2026-11-03

Geode Capital Management, LLC

DECREASED

Shares4,873,227 from 5,080,868

Change-207,641 (-4%)

Value$5.0M (-$3.7M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares536,240 from 610,430

Change-74,190 (-12%)

Value$552.3K (-$491.5K)

Filed 2026-11-05

Perigon Wealth Management, LLC

DECREASED

Shares499,435 from 499,771

Change-336 (0%)

Value$514.4K (-$340.2K)

Filed 2026-10-22

Kazazian Asset Management, LLC

UNCHANGED

Shares488,683 from 488,683

Change0 (0%)

Value$503.3K (-$332.3K)

Filed 2026-11-02

Allen Operations LLC

UNCHANGED

Shares344,761 from 344,761

Change0 (0%)

Value$355.1K (-$234.4K)

Filed 2026-11-03

Cypress Point Wealth Management, LLC

INCREASED

Shares233,777 from 225,843

Change+7,934 (+4%)

Value$240.8K (-$145.4K)

Filed 2026-11-03

State of Wyoming

NEW

Shares218,273

Change+218,273

Value$224.8K

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares185,412 from 160,136

Change+25,276 (+16%)

Value$191.0K (-$82.9K)

Filed 2026-11-06

Creative Planning

DECREASED

Shares173,437 from 185,690

Change-12,253 (-7%)

Value$178.6K (-$138.9K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares168,219 from 120,818

Change+47,401 (+39%)

Value$173.3K (-$33.3K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares156,118 from 112,822

Change+43,296 (+38%)

Value$160.8K (-$32.1K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares147,088 from 183,566

Change-36,478 (-20%)

Value$154.4K (-$157.6K)

Filed 2026-10-13

Ahara Advisors LLC

DECREASED

Shares121,394 from 273,569

Change-152,175 (-56%)

Value$125.0K (-$342.8K)

Filed 2026-10-29

Strs Ohio

INCREASED

Shares110,400 from 78,700

Change+31,700 (+40%)

Value$113.7K (-$20.9K)

Filed 2026-10-30

Vontobel Holding Ltd.

DECREASED

Shares109,061 from 122,616

Change-13,555 (-11%)

Value$112.3K (-$97.3K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

INCREASED

Shares97,875 from 81,633

Change+16,242 (+20%)

Value$100.8K (-$38.8K)

Filed 2026-10-29

PFG Advisors

UNCHANGED

Shares79,961 from 79,961

Change0 (0%)

Value$82.4K (-$54.4K)

Filed 2026-10-16

Capital Asset Advisory Services LLC

INCREASED

Shares34,850 from 23,000

Change+11,850 (+52%)

Value$37.6K (-$1.7K)

Filed 2026-10-30

Simplex Trading, LLC

DECREASED

Shares32,591 from 147,696

Change-115,105 (-78%)

Value$33.6K (-$219.0K)

Filed 2026-11-04

Brighton Jones LLC

DECREASED

Shares32,001 from 35,724

Change-3,723 (-10%)

Value$33.0K (-$28.1K)

Filed 2026-11-03

Revolve Wealth Partners, LLC

DECREASED

Shares31,202 from 31,544

Change-342 (-1%)

Value$32.1K (-$21.8K)

Filed 2026-10-23

Compound Planning, Inc.

DECREASED

Shares25,099 from 25,147

Change-48 (0%)

Value$25.9K (-$17.1K)

Filed 2026-11-05

ProShare Advisors LLC

DECREASED

Shares23,137 from 24,127

Change-990 (-4%)

Value$23.8K (-$17.4K)

Filed 2026-10-29

Principal Financial Group Inc

INCREASED

Shares17,805 from 11,737

Change+6,068 (+52%)

Value$18.3K (-$1.7K)

Filed 2026-11-02

Xponance LLC

DECREASED

Shares16,856 from 17,160

Change-304 (-2%)

Value$17.4K (-$12.0K)

Filed 2026-11-03

B. Riley Wealth Advisors, Inc.

NEW

Shares14,500

Change+14,500

Value$14.9K

Filed 2026-10-13

King Luther Capital Management Corp

UNCHANGED

Shares13,694 from 13,694

Change0 (0%)

Value$14.1K (-$9.3K)

Filed 2026-11-05

Lexington Hill Partners, LLC

UNCHANGED

Shares13,694 from 13,694

Change0 (0%)

Value$14.1K (-$9.3K)

Filed 2026-10-13

Revisor Wealth Management LLC

UNCHANGED

Shares12,422 from 12,422

Change0 (0%)

Value$12.0K (-$9.3K)

Filed 2026-10-20

State of Alaska, Department of Revenue

UNCHANGED

Shares12,189 from 12,189

Change0 (0%)

Value$12 (-$8)

Filed 2026-10-15

Truist Financial Corp

UNCHANGED

Shares11,300 from 11,300

Change0 (0%)

Value$11.6K (-$7.7K)

Filed 2026-10-30

Trellis Wealth Advisors LLC

UNCHANGED

Shares10,932 from 10,932

Change0 (0%)

Value$11.3K (-$7.4K)

Filed 2026-10-19

Chicago Partners Investment Group LLC

DECREASED

Shares10,543 from 12,983

Change-2,440 (-19%)

Value$12.3K (-$9.6K)

Filed 2026-10-27

GK Wealth Management LLC

NEW

Shares6,211

Change+6,211

Value$6.4K

Filed 2026-10-09

Sterling Capital Management LLC

INCREASED

Shares5,681 from 1,100

Change+4,581 (+416%)

Value$5.9K (+$4.0K)

Filed 2026-10-22

US Bancorp \de\

INCREASED

Shares2,231 from 220

Change+2,011 (+914%)

Value$2.3K (+$1.9K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares2,112 from 2,507

Change-395 (-16%)

Value$2.2K (-$2.1K)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares1,739 from 1,739

Change0 (0%)

Value$1.8K (-$1.2K)

Filed 2026-10-08

Avion Wealth

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$1 (-$1)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares1,160 from 1,160

Change0 (0%)

Value$2.0K ($0)

Filed 2026-11-06

Signaturefd, LLC

NEW

Shares1,105

Change+1,105

Value$1.1K

Filed 2026-10-23

Fortitude Family Office, LLC

DECREASED

Shares997 from 1,074

Change-77 (-7%)

Value$1.0K (-$810)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares825 from 82

Change+743 (+906%)

Value$850 (+$710)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares563 from 1,590

Change-1,027 (-65%)

Value$580 (-$2.1K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares500 from 908

Change-408 (-45%)

Value$515 (-$1.0K)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares384 from 1,501

Change-1,117 (-74%)

Value$396 (-$2.2K)

Filed 2026-10-14

SBI Securities Co., Ltd.

NEW

Shares331

Change+331

Value$341

Filed 2026-10-22

Covestor Ltd

DECREASED

Shares154 from 255

Change-101 (-40%)

Value$0 ($0)

Filed 2026-10-30

IFP Advisors, Inc

DECREASED

Shares79 from 214

Change-135 (-63%)

Value$81 (-$285)

Filed 2026-10-16

Essex Investment Management Co LLC

CLOSED

Shares0 from 1,254,746

Change-1,254,746 (-100%)

Value$0 (-$2.1M)

Filed 2026-10-19

Pathway Capital Management, LP

CLOSED

Shares0 from 214,209

Change-214,209 (-100%)

Value$0 (-$366.3K)

Filed 2026-10-29

Quadrant Private Wealth Management, LLC

CLOSED

Shares0 from 58,402

Change-58,402 (-100%)

Value$0 (-$99.9K)

Filed 2026-11-04

Imc-Chicago, LLC

CLOSED

Shares0 from 51,074

Change-51,074 (-100%)

Value$0 (-$87.3K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 33,315

Change-33,315 (-100%)

Value$0 (-$57.0K)

Filed 2026-10-16

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 16,300

Change-16,300 (-100%)

Value$0 (-$27.9K)

Filed 2026-10-21

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 13,000

Change-13,000 (-100%)

Value$0 (-$22.2K)

Filed 2026-11-06

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 1,613

Change-1,613 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-14

Mirae Asset Global Investments Co., Ltd.

CLOSED

Shares0 from 662

Change-662 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-03

True Wealth Design, LLC

CLOSED

Shares0 from 244

Change-244 (-100%)

Value$0 (-$418)

Filed 2026-10-13

Clearstead Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$7)

Filed 2026-11-06

Haveli Investment Management LLC

N/A

Shares— from 18,693,667

Change-18,693,667 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 15,579,341

Change-15,579,341 (-100%)

Value—

Cypress Point Investment Management LP

N/A

Shares— from 14,297,425

Change-14,297,425 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 8,486,286

Change-8,486,286 (-100%)

Value—

Whitebark Investors LP

N/A

Shares— from 6,343,497

Change-6,343,497 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 6,216,044

Change-6,216,044 (-100%)

Value—

State Street Corp

N/A

Shares— from 6,174,857

Change-6,174,857 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,062,868

Change-5,062,868 (-100%)

Value—

8VC Opportunities GP II, LLC

N/A

Shares— from 4,975,791

Change-4,975,791 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,779,108

Change-4,779,108 (-100%)

Value—

Emergence GP Partners, LLC

N/A

Shares— from 4,244,379

Change-4,244,379 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,489,742

Change-3,489,742 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 2,518,765

Change-2,518,765 (-100%)

Value—

Irenic Capital Management LPA

N/A

Shares— from 2,284,101

Change-2,284,101 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,136,709

Change-2,136,709 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,814,374

Change-1,814,374 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,735,616

Change-1,735,616 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 1,560,021

Change-1,560,021 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,548,935

Change-1,548,935 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,467,582

Change-1,467,582 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,426,216

Change-1,426,216 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 1,381,617

Change-1,381,617 (-100%)

Value—

Prospect Capital Advisors, LLC

N/A

Shares— from 1,100,300

Change-1,100,300 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 886,345

Change-886,345 (-100%)

Value—

Panoramic Capital, LLC

N/A

Shares— from 772,689

Change-772,689 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 659,768

Change-659,768 (-100%)

Value—

UBS Group AG

N/A

Shares— from 635,392

Change-635,392 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 544,168

Change-544,168 (-100%)

Value—

Man Group plc

N/A

Shares— from 505,091

Change-505,091 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 471,111

Change-471,111 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 422,824

Change-422,824 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 417,547

Change-417,547 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 410,982

Change-410,982 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 395,288

Change-395,288 (-100%)

Value—

Potrero Capital Research LLC

N/A

Shares— from 379,274

Change-379,274 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 343,347

Change-343,347 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 301,190

Change-301,190 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 272,490

Change-272,490 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 257,170

Change-257,170 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 236,695

Change-236,695 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 228,659

Change-228,659 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 227,630

Change-227,630 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 219,191

Change-219,191 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 202,615

Change-202,615 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 198,863

Change-198,863 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 196,743

Change-196,743 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 186,202

Change-186,202 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 174,079

Change-174,079 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 170,477

Change-170,477 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 157,359

Change-157,359 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 153,843

Change-153,843 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 124,152

Change-124,152 (-100%)

Value—

Liberty Mutual Group Asset Management Inc.

N/A

Shares— from 115,621

Change-115,621 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 113,372

Change-113,372 (-100%)

Value—

Mount Lucas Management LP

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 93,181

Change-93,181 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 92,709

Change-92,709 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 80,285

Change-80,285 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 77,876

Change-77,876 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 73,214

Change-73,214 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 71,160

Change-71,160 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 68,008

Change-68,008 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 67,615

Change-67,615 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 59,300

Change-59,300 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 56,195

Change-56,195 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 55,461

Change-55,461 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 53,575

Change-53,575 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 52,563

Change-52,563 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 50,562

Change-50,562 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 49,908

Change-49,908 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 49,679

Change-49,679 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 46,903

Change-46,903 (-100%)

Value—

New Insight Wealth Advisors

N/A

Shares— from 45,355

Change-45,355 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 45,252

Change-45,252 (-100%)

Value—

Westmount Partners, LLC

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 44,352

Change-44,352 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 44,096

Change-44,096 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 40,491

Change-40,491 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 39,917

Change-39,917 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 38,000

Change-38,000 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 36,373

Change-36,373 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 36,110

Change-36,110 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 33,579

Change-33,579 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 32,801

Change-32,801 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 32,231

Change-32,231 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 32,173

Change-32,173 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 31,415

Change-31,415 (-100%)

Value—

Hyperion Capital Advisors LP

N/A

Shares— from 29,848

Change-29,848 (-100%)

Value—

FMR LLC

N/A

Shares— from 25,592

Change-25,592 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 24,595

Change-24,595 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 24,220

Change-24,220 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 23,543

Change-23,543 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 20,030

Change-20,030 (-100%)

Value—

Bronte Capital Management Pty Ltd.

N/A

Shares— from 19,247

Change-19,247 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 18,163

Change-18,163 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 17,601

Change-17,601 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 17,536

Change-17,536 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,638

Change-16,638 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 16,456

Change-16,456 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 16,073

Change-16,073 (-100%)

Value—

Caerus Investment Advisors, LLC

N/A

Shares— from 15,515

Change-15,515 (-100%)

Value—

Blueshift Asset Management, LLC

N/A

Shares— from 14,163

Change-14,163 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

TRB Wealth Management, LLC

N/A

Shares— from 12,529

Change-12,529 (-100%)

Value—

Polymer Capital Management (US) LLC

N/A

Shares— from 12,493

Change-12,493 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 11,939

Change-11,939 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 11,608

Change-11,608 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 11,396

Change-11,396 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 10,969

Change-10,969 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,753

Change-10,753 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 10,174

Change-10,174 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,752

Change-8,752 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 5,761

Change-5,761 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 4,671

Change-4,671 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 4,491

Change-4,491 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 2,538

Change-2,538 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,550

Change-1,550 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 856

Change-856 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 664

Change-664 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 538

Change-538 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 421

Change-421 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 415

Change-415 (-100%)

Value—

Quarry LP

N/A

Shares— from 138

Change-138 (-100%)

Value—

	Status
Capricorn Fund Managers Ltd	INCREASED	13,280,549	11,314,649	+1,965,900	+17%	$19.3M	$13.7M	-$5.7M	2026-11-03
Geode Capital Management, LLC	DECREASED	4,873,227	5,080,868	-207,641	-4%	$8.7M	$5.0M	-$3.7M	2026-11-06
Bank of New York Mellon Corp	DECREASED	536,240	610,430	-74,190	-12%	$1.0M	$552.3K	-$491.5K	2026-11-05
Perigon Wealth Management, LLC	DECREASED	499,435	499,771	-336	0%	$854.6K	$514.4K	-$340.2K	2026-10-22
Kazazian Asset Management, LLC	UNCHANGED	488,683	488,683	0	0%	$835.6K	$503.3K	-$332.3K	2026-11-02
Allen Operations LLC	UNCHANGED	344,761	344,761	0	0%	$589.5K	$355.1K	-$234.4K	2026-11-03
Cypress Point Wealth Management, LLC	INCREASED	233,777	225,843	+7,934	+4%	$386.2K	$240.8K	-$145.4K	2026-11-03
State of Wyoming	NEW	218,273	—	+218,273	—	—	$224.8K	—	2026-10-28
Russell Investments Group, Ltd.	INCREASED	185,412	160,136	+25,276	+16%	$273.8K	$191.0K	-$82.9K	2026-11-06
Creative Planning	DECREASED	173,437	185,690	-12,253	-7%	$317.5K	$178.6K	-$138.9K	2026-11-02
Barclays PLC	INCREASED	168,219	120,818	+47,401	+39%	$206.6K	$173.3K	-$33.3K	2026-11-06
Citigroup Inc	INCREASED	156,118	112,822	+43,296	+38%	$192.9K	$160.8K	-$32.1K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	147,088	183,566	-36,478	-20%	$312.1K	$154.4K	-$157.6K	2026-10-13
Ahara Advisors LLC	DECREASED	121,394	273,569	-152,175	-56%	$467.8K	$125.0K	-$342.8K	2026-10-29
Strs Ohio	INCREASED	110,400	78,700	+31,700	+40%	$134.6K	$113.7K	-$20.9K	2026-10-30
Vontobel Holding Ltd.	DECREASED	109,061	122,616	-13,555	-11%	$209.7K	$112.3K	-$97.3K	2026-10-16
Caitong International Asset Management Co., Ltd	INCREASED	97,875	81,633	+16,242	+20%	$139.6K	$100.8K	-$38.8K	2026-10-29
PFG Advisors	UNCHANGED	79,961	79,961	0	0%	$136.7K	$82.4K	-$54.4K	2026-10-16
Capital Asset Advisory Services LLC	INCREASED	34,850	23,000	+11,850	+52%	$39.3K	$37.6K	-$1.7K	2026-10-30
Simplex Trading, LLC	DECREASED	32,591	147,696	-115,105	-78%	$252.6K	$33.6K	-$219.0K	2026-11-04
Brighton Jones LLC	DECREASED	32,001	35,724	-3,723	-10%	$61.1K	$33.0K	-$28.1K	2026-11-03
Revolve Wealth Partners, LLC	DECREASED	31,202	31,544	-342	-1%	$53.9K	$32.1K	-$21.8K	2026-10-23
Compound Planning, Inc.	DECREASED	25,099	25,147	-48	0%	$43.0K	$25.9K	-$17.1K	2026-11-05
ProShare Advisors LLC	DECREASED	23,137	24,127	-990	-4%	$41.3K	$23.8K	-$17.4K	2026-10-29
Principal Financial Group Inc	INCREASED	17,805	11,737	+6,068	+52%	$20.1K	$18.3K	-$1.7K	2026-11-02
Xponance LLC	DECREASED	16,856	17,160	-304	-2%	$29.3K	$17.4K	-$12.0K	2026-11-03
B. Riley Wealth Advisors, Inc.	NEW	14,500	—	+14,500	—	—	$14.9K	—	2026-10-13
King Luther Capital Management Corp	UNCHANGED	13,694	13,694	0	0%	$23.4K	$14.1K	-$9.3K	2026-11-05
Lexington Hill Partners, LLC	UNCHANGED	13,694	13,694	0	0%	$23.4K	$14.1K	-$9.3K	2026-10-13
Revisor Wealth Management LLC	UNCHANGED	12,422	12,422	0	0%	$21.2K	$12.0K	-$9.3K	2026-10-20
State of Alaska, Department of Revenue	UNCHANGED	12,189	12,189	0	0%	$20	$12	-$8	2026-10-15
Truist Financial Corp	UNCHANGED	11,300	11,300	0	0%	$19.3K	$11.6K	-$7.7K	2026-10-30
Trellis Wealth Advisors LLC	UNCHANGED	10,932	10,932	0	0%	$18.7K	$11.3K	-$7.4K	2026-10-19
Chicago Partners Investment Group LLC	DECREASED	10,543	12,983	-2,440	-19%	$21.9K	$12.3K	-$9.6K	2026-10-27
GK Wealth Management LLC	NEW	6,211	—	+6,211	—	—	$6.4K	—	2026-10-09
Sterling Capital Management LLC	INCREASED	5,681	1,100	+4,581	+416%	$1.9K	$5.9K	+$4.0K	2026-10-22
US Bancorp \de\	INCREASED	2,231	220	+2,011	+914%	$376	$2.3K	+$1.9K	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	2,112	2,507	-395	-16%	$4.3K	$2.2K	-$2.1K	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	1,739	1,739	0	0%	$3.0K	$1.8K	-$1.2K	2026-10-08
Avion Wealth	UNCHANGED	1,500	1,500	0	0%	$2	$1	-$1	2026-11-04
Allworth Financial LP	UNCHANGED	1,160	1,160	0	0%	$2.0K	$2.0K	$0	2026-11-06
Signaturefd, LLC	NEW	1,105	—	+1,105	—	—	$1.1K	—	2026-10-23
Fortitude Family Office, LLC	DECREASED	997	1,074	-77	-7%	$1.8K	$1.0K	-$810	2026-10-14
Gamma Investing LLC	INCREASED	825	82	+743	+906%	$140	$850	+$710	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	563	1,590	-1,027	-65%	$2.7K	$580	-$2.1K	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	500	908	-408	-45%	$1.6K	$515	-$1.0K	2026-11-06
Essential Partners LLC	DECREASED	384	1,501	-1,117	-74%	$2.6K	$396	-$2.2K	2026-10-14
SBI Securities Co., Ltd.	NEW	331	—	+331	—	—	$341	—	2026-10-22
Covestor Ltd	DECREASED	154	255	-101	-40%	$0	$0	$0	2026-10-30
IFP Advisors, Inc	DECREASED	79	214	-135	-63%	$366	$81	-$285	2026-10-16
Essex Investment Management Co LLC	CLOSED	0	1,254,746	-1,254,746	-100%	$2.1M	$0	-$2.1M	2026-10-19
Pathway Capital Management, LP	CLOSED	0	214,209	-214,209	-100%	$366.3K	$0	-$366.3K	2026-10-29
Quadrant Private Wealth Management, LLC	CLOSED	0	58,402	-58,402	-100%	$99.9K	$0	-$99.9K	2026-11-04
Imc-Chicago, LLC	CLOSED	0	51,074	-51,074	-100%	$87.3K	$0	-$87.3K	2026-11-05
Y-Intercept (Hong Kong) Ltd	CLOSED	0	33,315	-33,315	-100%	$57.0K	$0	-$57.0K	2026-10-16
Axxcess Wealth Management, LLC	CLOSED	0	16,300	-16,300	-100%	$27.9K	$0	-$27.9K	2026-10-21
Kestra Private Wealth Services, LLC	CLOSED	0	13,000	-13,000	-100%	$22.2K	$0	-$22.2K	2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	1,613	-1,613	-100%	$2.8K	$0	-$2.8K	2026-10-14
Mirae Asset Global Investments Co., Ltd.	CLOSED	0	662	-662	-100%	$1.1K	$0	-$1.1K	2026-11-03
True Wealth Design, LLC	CLOSED	0	244	-244	-100%	$418	$0	-$418	2026-10-13
Clearstead Advisors, LLC	CLOSED	0	4	-4	-100%	$7	$0	-$7	2026-11-06
Haveli Investment Management LLC	N/A	—	18,693,667	-18,693,667	-100%	$32.0M	—	—	—
BlackRock, Inc.	N/A	—	15,579,341	-15,579,341	-100%	$26.6M	—	—	—
Cypress Point Investment Management LP	N/A	—	14,297,425	-14,297,425	-100%	$24.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	8,486,286	-8,486,286	-100%	$14.5M	—	—	—
Whitebark Investors LP	N/A	—	6,343,497	-6,343,497	-100%	$10.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	6,216,044	-6,216,044	-100%	$10.6M	—	—	—
State Street Corp	N/A	—	6,174,857	-6,174,857	-100%	$10.6M	—	—	—
Citadel Advisors LLC	N/A	—	5,062,868	-5,062,868	-100%	$8.7M	—	—	—
8VC Opportunities GP II, LLC	N/A	—	4,975,791	-4,975,791	-100%	$8.5M	—	—	—
Marshall Wace, LLP	N/A	—	4,779,108	-4,779,108	-100%	$8.2M	—	—	—
Emergence GP Partners, LLC	N/A	—	4,244,379	-4,244,379	-100%	$7.3M	—	—	—
Millennium Management LLC	N/A	—	3,489,742	-3,489,742	-100%	$6.0M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	2,518,765	-2,518,765	-100%	$4.3M	—	—	—
Irenic Capital Management LPA	N/A	—	2,284,101	-2,284,101	-100%	$3.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,136,709	-2,136,709	-100%	$3.7M	—	—	—
Jane Street Group, LLC	N/A	—	1,814,374	-1,814,374	-100%	$3.1M	—	—	—
Northern Trust Corp	N/A	—	1,735,616	-1,735,616	-100%	$3.0M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	1,560,021	-1,560,021	-100%	$2.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,548,935	-1,548,935	-100%	$2.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,467,582	-1,467,582	-100%	$2.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,426,216	-1,426,216	-100%	$2.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	1,381,617	-1,381,617	-100%	$2.4M	—	—	—
Prospect Capital Advisors, LLC	N/A	—	1,100,300	-1,100,300	-100%	$1.9M	—	—	—
AQR Capital Management LLC	N/A	—	886,345	-886,345	-100%	$1.5M	—	—	—
Panoramic Capital, LLC	N/A	—	772,689	-772,689	-100%	$1.3M	—	—	—
First Manhattan Co. Llc.	N/A	—	659,768	-659,768	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	635,392	-635,392	-100%	$1.1M	—	—	—
GSA Capital Partners LLP	N/A	—	544,168	-544,168	-100%	$931.0K	—	—	—
Man Group plc	N/A	—	505,091	-505,091	-100%	$863.7K	—	—	—
Nuveen, LLC	N/A	—	471,111	-471,111	-100%	$805.6K	—	—	—
Invesco Ltd.	N/A	—	422,824	-422,824	-100%	$723.0K	—	—	—
Legato Capital Management LLC	N/A	—	417,547	-417,547	-100%	$714.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	410,982	-410,982	-100%	$702.8K	—	—	—
Franklin Resources Inc	N/A	—	395,288	-395,288	-100%	$675.9K	—	—	—
Potrero Capital Research LLC	N/A	—	379,274	-379,274	-100%	$648.6K	—	—	—
Bank of America Corp	N/A	—	343,347	-343,347	-100%	$587.1K	—	—	—
Balyasny Asset Management L.P.	N/A	—	301,190	-301,190	-100%	$515.0K	—	—	—
Alliancebernstein L.P.	N/A	—	272,490	-272,490	-100%	$463.2K	—	—	—
Point72 Asset Management, L.P.	N/A	—	257,170	-257,170	-100%	$439.8K	—	—	—
Rhumbline Advisers	N/A	—	236,695	-236,695	-100%	$404.7K	—	—	—
EP Wealth Advisors, LLC	N/A	—	228,659	-228,659	-100%	$391.0K	—	—	—
Deutsche Bank Ag\	N/A	—	227,630	-227,630	-100%	$389.2K	—	—	—
Morgan Stanley	N/A	—	219,191	-219,191	-100%	$374.8K	—	—	—
SEI Investments Co	N/A	—	202,615	-202,615	-100%	$346.5K	—	—	—
Divisadero Street Capital Management, LP	N/A	—	198,863	-198,863	-100%	$340.1K	—	—	—
EntryPoint Capital, LLC	N/A	—	196,743	-196,743	-100%	$336.4K	—	—	—
Acadian Asset Management LLC	N/A	—	186,202	-186,202	-100%	$315	—	—	—
Wells Fargo & Company	N/A	—	174,079	-174,079	-100%	$297.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	170,477	-170,477	-100%	$291.5K	—	—	—
Prelude Capital Management, LLC	N/A	—	157,359	-157,359	-100%	$269.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	153,843	-153,843	-100%	$264.0K	—	—	—
Squarepoint Ops LLC	N/A	—	124,152	-124,152	-100%	$212.3K	—	—	—
Liberty Mutual Group Asset Management Inc.	N/A	—	115,621	-115,621	-100%	$197.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	113,372	-113,372	-100%	$193.9K	—	—	—
Mount Lucas Management LP	N/A	—	100,000	-100,000	-100%	$171.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	93,181	-93,181	-100%	$159.3K	—	—	—
Atom Investors LP	N/A	—	92,709	-92,709	-100%	$158.5K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	80,285	-80,285	-100%	$137.3K	—	—	—
JPMorgan Chase & Co	N/A	—	77,876	-77,876	-100%	$131.6K	—	—	—
Savvy Advisors, Inc.	N/A	—	73,214	-73,214	-100%	$125.2K	—	—	—
Quantinno Capital Management LP	N/A	—	71,160	-71,160	-100%	$121.7K	—	—	—
Two Sigma Investments, LP	N/A	—	68,008	-68,008	-100%	$116.3K	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	67,615	-67,615	-100%	$115.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	60,000	-60,000	-100%	$102.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	59,300	-59,300	-100%	$101.4K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	56,195	-56,195	-100%	$96.1K	—	—	—
IEQ Capital, LLC	N/A	—	55,461	-55,461	-100%	$94.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	53,575	-53,575	-100%	$91.6K	—	—	—
SG Americas Securities, LLC	N/A	—	52,563	-52,563	-100%	$90.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	50,562	-50,562	-100%	$86.5K	—	—	—
XTX Topco Ltd	N/A	—	49,908	-49,908	-100%	$85.3K	—	—	—
Arax Advisory Partners	N/A	—	49,679	-49,679	-100%	$85.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	46,903	-46,903	-100%	$80.2K	—	—	—
New Insight Wealth Advisors	N/A	—	45,355	-45,355	-100%	$77.6K	—	—	—
Intech Investment Management LLC	N/A	—	45,252	-45,252	-100%	$77.4K	—	—	—
Westmount Partners, LLC	N/A	—	45,000	-45,000	-100%	$77.0K	—	—	—
Focus Partners Wealth	N/A	—	44,352	-44,352	-100%	$75.8K	—	—	—
Caprock Group, LLC	N/A	—	44,096	-44,096	-100%	$75.4K	—	—	—
Voya Investment Management LLC	N/A	—	40,491	-40,491	-100%	$69.2K	—	—	—
AXQ Capital, LP	N/A	—	39,917	-39,917	-100%	$68.3K	—	—	—
New York State Common Retirement Fund	N/A	—	38,000	-38,000	-100%	$65.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	36,373	-36,373	-100%	$62.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	36,110	-36,110	-100%	$61.7K	—	—	—
Bienville Capital Management, LLC	N/A	—	33,579	-33,579	-100%	$57.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	32,801	-32,801	-100%	$56.1K	—	—	—
Summit Trail Advisors, LLC	N/A	—	32,231	-32,231	-100%	$55.1K	—	—	—
Raymond James Financial Inc	N/A	—	32,173	-32,173	-100%	$55.0K	—	—	—
Prudential Financial Inc	N/A	—	31,415	-31,415	-100%	$53.7K	—	—	—
Hyperion Capital Advisors LP	N/A	—	29,848	-29,848	-100%	$51.0K	—	—	—
FMR LLC	N/A	—	25,592	-25,592	-100%	$43.8K	—	—	—
Cerity Partners LLC	N/A	—	24,595	-24,595	-100%	$42.1K	—	—	—
Ballentine Partners, LLC	N/A	—	24,220	-24,220	-100%	$41.4K	—	—	—
Bank of Montreal	N/A	—	23,543	-23,543	-100%	$40.3K	—	—	—
Pathstone Holdings, LLC	N/A	—	20,030	-20,030	-100%	$34.3K	—	—	—
Bronte Capital Management Pty Ltd.	N/A	—	19,247	-19,247	-100%	$32.9K	—	—	—
Victory Capital Management Inc	N/A	—	18,163	-18,163	-100%	$31.1K	—	—	—
Legal & General Group Plc	N/A	—	17,601	-17,601	-100%	$30.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	17,536	-17,536	-100%	$30.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,638	-16,638	-100%	$28.5K	—	—	—
HighTower Advisors, LLC	N/A	—	16,456	-16,456	-100%	$28.1K	—	—	—
Captrust Financial Advisors	N/A	—	16,073	-16,073	-100%	$27.5K	—	—	—
Caerus Investment Advisors, LLC	N/A	—	15,515	-15,515	-100%	$26.5K	—	—	—
Blueshift Asset Management, LLC	N/A	—	14,163	-14,163	-100%	$24.2K	—	—	—
Summit Financial, LLC	N/A	—	14,000	-14,000	-100%	$23.9K	—	—	—
TRB Wealth Management, LLC	N/A	—	12,529	-12,529	-100%	$21.4K	—	—	—
Polymer Capital Management (US) LLC	N/A	—	12,493	-12,493	-100%	$21.4K	—	—	—
Avalon Trust Co	N/A	—	11,939	-11,939	-100%	$20.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	11,608	-11,608	-100%	$19.9K	—	—	—
HSBC Holdings PLC	N/A	—	11,396	-11,396	-100%	$19.4K	—	—	—
Pallas Capital Advisors LLC	N/A	—	10,969	-10,969	-100%	$18.8K	—	—	—
Centiva Capital, LP	N/A	—	10,753	-10,753	-100%	$18.4K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	10,174	-10,174	-100%	$17.4K	—	—	—
JPL Wealth Management, LLC	N/A	—	10,000	-10,000	-100%	$17.1K	—	—	—
Royal Bank of Canada	N/A	—	8,752	-8,752	-100%	$15.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	5,761	-5,761	-100%	$9.9K	—	—	—
Group One Trading LLC	N/A	—	4,671	-4,671	-100%	$8.0K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	4,491	-4,491	-100%	$7.7K	—	—	—
California State Teachers Retirement System	N/A	—	2,538	-2,538	-100%	$4.3K	—	—	—
National Bank of Canada	N/A	—	1,550	-1,550	-100%	$2.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,021	-1,021	-100%	$1.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,000	-1,000	-100%	$1.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	856	-856	-100%	$1.5K	—	—	—
Optiver Holding B.V.	N/A	—	664	-664	-100%	$1.1K	—	—	—
Huntington National Bank	N/A	—	538	-538	-100%	$920	—	—	—
Rothschild Investment LLC	N/A	—	421	-421	-100%	$720	—	—	—
Atlantic Union Bankshares Corp	N/A	—	415	-415	-100%	$710	—	—	—
Quarry LP	N/A	—	138	-138	-100%	$236	—	—	—

Showing 188 of 188 institutions