Boeing Co (BA)

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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Calamos Advisors LLC

DECREASED

Shares2,227,430 from 2,754,965

Change-527,535 (-19%)

Value$131.8M (-$53.6M)

Filed 2026-11-02

Wolverine Asset Management LLC

INCREASED

Shares1,788,993 from 937,835

Change+851,158 (+91%)

Value$105.5M (+$41.9M)

Filed 2026-11-02

Mackay Shields LLC

INCREASED

Shares829,048 from 828,674

Change+374 (+0%)

Value$48.9M (-$7.2M)

Filed 2026-10-13

Thrivent Financial for Lutherans

DECREASED

Shares722,900 from 765,710

Change-42,810 (-6%)

Value$42.8K (-$8.8K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares344,070 from 144,147

Change+199,923 (+139%)

Value$20.4M (+$10.7M)

Filed 2026-11-04

Daiwa Securities Group Inc.

NEW

Shares200,000

Change+200,000

Value$11.8M

Filed 2026-10-29

Bourgeon Capital Management LLC

INCREASED

Shares153,839 from 151,254

Change+2,585 (+2%)

Value$9.1M (-$1.1M)

Filed 2026-10-19

Barclays PLC

DECREASED

Shares113,468 from 230,624

Change-117,156 (-51%)

Value$6.7M (-$8.8M)

Filed 2026-11-06

Kornitzer Capital Management Inc

UNCHANGED

Shares110,000 from 110,000

Change0 (0%)

Value$6.5M (-$972.4K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares101,395 from 31,084

Change+70,311 (+226%)

Value$6.0M (+$3.9M)

Filed 2026-11-06

Portman Square Capital LLP

NEW

Shares100,000

Change+100,000

Value$5.9M

Filed 2026-10-15

Hohimer Wealth Management, LLC

INCREASED

Shares90,050 from 84,800

Change+5,250 (+6%)

Value$5.3M (-$379.7K)

Filed 2026-11-04

Sanders Morris Harris LLC

NEW

Shares47,083

Change+47,083

Value$2.8M

Filed 2026-10-14

Point Windward Advisors Inc.

INCREASED

Shares38,062 from 38,037

Change+25 (+0%)

Value$2.3M (-$308.1K)

Filed 2026-11-06

Lazari Capital Management, Inc.

INCREASED

Shares29,575 from 28,875

Change+700 (+2%)

Value$1.7M (-$193.6K)

Filed 2026-10-20

AGF Management LTD

DECREASED

Shares28,000 from 34,000

Change-6,000 (-18%)

Value$1.7M (-$631.7K)

Filed 2026-11-03

Central Pacific Bank - Trust Division

UNCHANGED

Shares26,185 from 26,185

Change0 (0%)

Value$1.5M (-$213.1K)

Filed 2026-10-06

Farther Finance Advisors, LLC

INCREASED

Shares25,203 from 15,260

Change+9,943 (+65%)

Value$1.5M (+$464.0K)

Filed 2026-10-08

Diversify Wealth Management, LLC

INCREASED

Shares24,560 from 20,025

Change+4,535 (+23%)

Value$1.4M (+$127.5K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares24,560 from 20,025

Change+4,535 (+23%)

Value$1.4M (+$127.5K)

Filed 2026-10-20

Pier 88 Investment Partners LLC

DECREASED

Shares23,700 from 107,900

Change-84,200 (-78%)

Value$1.4M (-$5.9M)

Filed 2026-11-06

Rational Advisors, Inc.

DECREASED

Shares23,700 from 78,000

Change-54,300 (-70%)

Value$1.4M (-$3.9M)

Filed 2026-11-02

Calamos Wealth Management LLC

DECREASED

Shares11,691 from 16,710

Change-5,019 (-30%)

Value$691.6K (-$432.9K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares9,490 from 34,896

Change-25,406 (-73%)

Value$557.3K (-$1.8M)

Filed 2026-10-13

Asset Advisors Investment Management, LLC

UNCHANGED

Shares6,900 from 6,900

Change0 (0%)

Value$408.2K (-$56.2K)

Filed 2026-10-19

Matisse Capital

UNCHANGED

Shares5,900 from 5,900

Change0 (0%)

Value$349.0K (-$48.0K)

Filed 2026-10-29

Jefferies Financial Group Inc.

INCREASED

Shares5,819 from 3,582

Change+2,237 (+62%)

Value$344.3K (+$103.2K)

Filed 2026-11-05

Darden Wealth Group Inc

DECREASED

Shares4,500 from 4,900

Change-400 (-8%)

Value$266.2K (-$63.6K)

Filed 2026-11-06

Rossby Financial, LCC

INCREASED

Shares4,241 from 3,201

Change+1,040 (+32%)

Value$250.9K (+$35.5K)

Filed 2026-11-05

Raab & Moskowitz Asset Management LLC

DECREASED

Shares3,973 from 5,803

Change-1,830 (-32%)

Value$235.0K (-$155.5K)

Filed 2026-11-02

Financiere des Professionnels - Fonds d'investissement inc.

UNCHANGED

Shares2,800 from 2,800

Change0 (0%)

Value$165.6K (-$22.8K)

Filed 2026-11-03

Private Trust Co NA

INCREASED

Shares2,784 from 2,726

Change+58 (+2%)

Value$164.7K (-$18.8K)

Filed 2026-10-20

Fifth Third Bancorp

DECREASED

Shares2,367 from 2,376

Change-9 (0%)

Value$140.0K (-$19.9K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

NEW

Shares2,135

Change+2,135

Value$126.3K

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares1,567 from 1,313

Change+254 (+19%)

Value$92.7K (+$4.3K)

Filed 2026-10-16

Parallel Advisors, LLC

UNCHANGED

Shares1,550 from 1,550

Change0 (0%)

Value$91.7K (-$12.6K)

Filed 2026-11-03

Nfsg Corp

NEW

Shares1,150

Change+1,150

Value$68.0K

Filed 2026-10-15

Spire Wealth Management

UNCHANGED

Shares575 from 575

Change0 (0%)

Value$34.0K (-$4.7K)

Filed 2026-10-30

Foresight Capital Management Advisors, Inc.

NEW

Shares250

Change+250

Value$14.8K

Filed 2026-10-27

Lanark Financial, Inc.

UNCHANGED

Shares195 from 195

Change0 (0%)

Value$11.5K (-$1.6K)

Filed 2026-10-26

EverSource Wealth Advisors, LLC

NEW

Shares94

Change+94

Value$5.6K

Filed 2026-11-04

Brown, Lisle Ings, Inc.

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$4.0K (-$553)

Filed 2026-10-16

US Bancorp \de\

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$3.0K (-$407)

Filed 2026-11-05

TD Private Client Wealth LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$2.8K (-$382)

Filed 2026-10-28

Bear Mountain Capital, Inc.

INCREASED

Shares32 from 29

Change+3 (+10%)

Value$1.9K (-$65)

Filed 2026-11-04

Angeles Wealth Management, LLC

CLOSED

Shares0 from 6,200

Change-6,200 (-100%)

Value$0 (-$420.2K)

Filed 2026-10-26

Precedent Wealth Partners, LLC

CLOSED

Shares0 from 5,721

Change-5,721 (-100%)

Value$0 (-$385.0K)

Filed 2026-10-21

Oppenheimer & Co Inc

CLOSED

Shares0 from 3,833

Change-3,833 (-100%)

Value$0 (-$258.0K)

Filed 2026-10-26

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 3,381

Change-3,381 (-100%)

Value$0 (-$227.5K)

Filed 2026-10-27

AdvisorNet Financial, Inc

CLOSED

Shares0 from 619

Change-619 (-100%)

Value$0 (-$41.7K)

Filed 2026-10-15

Capital World Investors

N/A

Shares— from 32,896,618

Change-32,896,618 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 8,875,995

Change-8,875,995 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 8,330,360

Change-8,330,360 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 7,787,034

Change-7,787,034 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,584,160

Change-7,584,160 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 3,664,000

Change-3,664,000 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 3,369,633

Change-3,369,633 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 3,075,000

Change-3,075,000 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 3,074,550

Change-3,074,550 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 2,876,929

Change-2,876,929 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 2,775,000

Change-2,775,000 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 2,361,363

Change-2,361,363 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 2,150,000

Change-2,150,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,737,807

Change-1,737,807 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,415,301

Change-1,415,301 (-100%)

Value—

Advisors Capital Management, LLC

N/A

Shares— from 1,284,180

Change-1,284,180 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 968,952

Change-968,952 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 887,378

Change-887,378 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 744,868

Change-744,868 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 708,113

Change-708,113 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 644,446

Change-644,446 (-100%)

Value—

Shaolin Capital Management LLC

N/A

Shares— from 532,444

Change-532,444 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 522,397

Change-522,397 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 508,800

Change-508,800 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 492,510

Change-492,510 (-100%)

Value—

UBS Group AG

N/A

Shares— from 484,102

Change-484,102 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 477,414

Change-477,414 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 413,593

Change-413,593 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 388,816

Change-388,816 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 357,268

Change-357,268 (-100%)

Value—

CSS LLC

N/A

Shares— from 349,354

Change-349,354 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 333,515

Change-333,515 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 305,997

Change-305,997 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 300,838

Change-300,838 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 256,765

Change-256,765 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 247,084

Change-247,084 (-100%)

Value—

BlueCrest Capital Management Ltd

N/A

Shares— from 221,293

Change-221,293 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 211,785

Change-211,785 (-100%)

Value—

Nicholas Investment Partners, LP

N/A

Shares— from 200,750

Change-200,750 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 184,550

Change-184,550 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 171,322

Change-171,322 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 121,074

Change-121,074 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 106,325

Change-106,325 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 104,145

Change-104,145 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 91,787

Change-91,787 (-100%)

Value—

Capital International, Inc.

N/A

Shares— from 86,355

Change-86,355 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 80,072

Change-80,072 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 68,480

Change-68,480 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 66,065

Change-66,065 (-100%)

Value—

Uniplan Investment Counsel, Inc.

N/A

Shares— from 65,609

Change-65,609 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 63,509

Change-63,509 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 50,090

Change-50,090 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Capital International Sarl

N/A

Shares— from 47,680

Change-47,680 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 41,518

Change-41,518 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 36,434

Change-36,434 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 34,328

Change-34,328 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 33,952

Change-33,952 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 33,046

Change-33,046 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 25,768

Change-25,768 (-100%)

Value—

Kiley Juergens Wealth Management, LLC

N/A

Shares— from 25,550

Change-25,550 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 21,018

Change-21,018 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 19,463

Change-19,463 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 19,349

Change-19,349 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 16,767

Change-16,767 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,167

Change-16,167 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 14,248

Change-14,248 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 13,870

Change-13,870 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 13,142

Change-13,142 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 10,630

Change-10,630 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

Jones Road Capital Management, L.P.

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 6,628

Change-6,628 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,125

Change-6,125 (-100%)

Value—

Kelly Lawrence W & Associates Inc

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 4,710

Change-4,710 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

&partners

N/A

Shares— from 3,703

Change-3,703 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,044

Change-1,044 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 912

Change-912 (-100%)

Value—

Blair William & Co

N/A

Shares— from 629

Change-629 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 580

Change-580 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 424

Change-424 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 361

Change-361 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 210

Change-210 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
Calamos Advisors LLC	DECREASED	2,227,430	2,754,965	-527,535	-19%	$185.4M	$131.8M	-$53.6M	2026-11-02
Wolverine Asset Management LLC	INCREASED	1,788,993	937,835	+851,158	+91%	$63.6M	$105.5M	+$41.9M	2026-11-02
Mackay Shields LLC	INCREASED	829,048	828,674	+374	+0%	$56.2M	$48.9M	-$7.2M	2026-10-13
Thrivent Financial for Lutherans	DECREASED	722,900	765,710	-42,810	-6%	$51.5K	$42.8K	-$8.8K	2026-11-05
Citigroup Inc	INCREASED	344,070	144,147	+199,923	+139%	$9.7M	$20.4M	+$10.7M	2026-11-04
Daiwa Securities Group Inc.	NEW	200,000	—	+200,000	—	—	$11.8M	—	2026-10-29
Bourgeon Capital Management LLC	INCREASED	153,839	151,254	+2,585	+2%	$10.2M	$9.1M	-$1.1M	2026-10-19
Barclays PLC	DECREASED	113,468	230,624	-117,156	-51%	$15.5M	$6.7M	-$8.8M	2026-11-06
Kornitzer Capital Management Inc	UNCHANGED	110,000	110,000	0	0%	$7.5M	$6.5M	-$972.4K	2026-11-03
LPL Financial LLC	INCREASED	101,395	31,084	+70,311	+226%	$2.1M	$6.0M	+$3.9M	2026-11-06
Portman Square Capital LLP	NEW	100,000	—	+100,000	—	—	$5.9M	—	2026-10-15
Hohimer Wealth Management, LLC	INCREASED	90,050	84,800	+5,250	+6%	$5.7M	$5.3M	-$379.7K	2026-11-04
Sanders Morris Harris LLC	NEW	47,083	—	+47,083	—	—	$2.8M	—	2026-10-14
Point Windward Advisors Inc.	INCREASED	38,062	38,037	+25	+0%	$2.6M	$2.3M	-$308.1K	2026-11-06
Lazari Capital Management, Inc.	INCREASED	29,575	28,875	+700	+2%	$1.9M	$1.7M	-$193.6K	2026-10-20
AGF Management LTD	DECREASED	28,000	34,000	-6,000	-18%	$2.3M	$1.7M	-$631.7K	2026-11-03
Central Pacific Bank - Trust Division	UNCHANGED	26,185	26,185	0	0%	$1.8M	$1.5M	-$213.1K	2026-10-06
Farther Finance Advisors, LLC	INCREASED	25,203	15,260	+9,943	+65%	$1.0M	$1.5M	+$464.0K	2026-10-08
Diversify Wealth Management, LLC	INCREASED	24,560	20,025	+4,535	+23%	$1.3M	$1.4M	+$127.5K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	24,560	20,025	+4,535	+23%	$1.3M	$1.4M	+$127.5K	2026-10-20
Pier 88 Investment Partners LLC	DECREASED	23,700	107,900	-84,200	-78%	$7.3M	$1.4M	-$5.9M	2026-11-06
Rational Advisors, Inc.	DECREASED	23,700	78,000	-54,300	-70%	$5.3M	$1.4M	-$3.9M	2026-11-02
Calamos Wealth Management LLC	DECREASED	11,691	16,710	-5,019	-30%	$1.1M	$691.6K	-$432.9K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	9,490	34,896	-25,406	-73%	$2.4M	$557.3K	-$1.8M	2026-10-13
Asset Advisors Investment Management, LLC	UNCHANGED	6,900	6,900	0	0%	$464.4K	$408.2K	-$56.2K	2026-10-19
Matisse Capital	UNCHANGED	5,900	5,900	0	0%	$397.1K	$349.0K	-$48.0K	2026-10-29
Jefferies Financial Group Inc.	INCREASED	5,819	3,582	+2,237	+62%	$241.1K	$344.3K	+$103.2K	2026-11-05
Darden Wealth Group Inc	DECREASED	4,500	4,900	-400	-8%	$329.8K	$266.2K	-$63.6K	2026-11-06
Rossby Financial, LCC	INCREASED	4,241	3,201	+1,040	+32%	$215.4K	$250.9K	+$35.5K	2026-11-05
Raab & Moskowitz Asset Management LLC	DECREASED	3,973	5,803	-1,830	-32%	$390.5K	$235.0K	-$155.5K	2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.	UNCHANGED	2,800	2,800	0	0%	$188.4K	$165.6K	-$22.8K	2026-11-03
Private Trust Co NA	INCREASED	2,784	2,726	+58	+2%	$183.5K	$164.7K	-$18.8K	2026-10-20
Fifth Third Bancorp	DECREASED	2,367	2,376	-9	0%	$159.9K	$140.0K	-$19.9K	2026-11-05
PNC Financial Services Group, Inc.	NEW	2,135	—	+2,135	—	—	$126.3K	—	2026-11-06
IFP Advisors, Inc	INCREASED	1,567	1,313	+254	+19%	$88.4K	$92.7K	+$4.3K	2026-10-16
Parallel Advisors, LLC	UNCHANGED	1,550	1,550	0	0%	$104.3K	$91.7K	-$12.6K	2026-11-03
Nfsg Corp	NEW	1,150	—	+1,150	—	—	$68.0K	—	2026-10-15
Spire Wealth Management	UNCHANGED	575	575	0	0%	$38.7K	$34.0K	-$4.7K	2026-10-30
Foresight Capital Management Advisors, Inc.	NEW	250	—	+250	—	—	$14.8K	—	2026-10-27
Lanark Financial, Inc.	UNCHANGED	195	195	0	0%	$13.1K	$11.5K	-$1.6K	2026-10-26
EverSource Wealth Advisors, LLC	NEW	94	—	+94	—	—	$5.6K	—	2026-11-04
Brown, Lisle Ings, Inc.	UNCHANGED	68	68	0	0%	$4.6K	$4.0K	-$553	2026-10-16
US Bancorp \de\	UNCHANGED	50	50	0	0%	$3.4K	$3.0K	-$407	2026-11-05
TD Private Client Wealth LLC	UNCHANGED	47	47	0	0%	$3.2K	$2.8K	-$382	2026-10-28
Bear Mountain Capital, Inc.	INCREASED	32	29	+3	+10%	$2.0K	$1.9K	-$65	2026-11-04
Angeles Wealth Management, LLC	CLOSED	0	6,200	-6,200	-100%	$420.2K	$0	-$420.2K	2026-10-26
Precedent Wealth Partners, LLC	CLOSED	0	5,721	-5,721	-100%	$385.0K	$0	-$385.0K	2026-10-21
Oppenheimer & Co Inc	CLOSED	0	3,833	-3,833	-100%	$258.0K	$0	-$258.0K	2026-10-26
Oppenheimer Asset Management Inc.	CLOSED	0	3,381	-3,381	-100%	$227.5K	$0	-$227.5K	2026-10-27
AdvisorNet Financial, Inc	CLOSED	0	619	-619	-100%	$41.7K	$0	-$41.7K	2026-10-15
Capital World Investors	N/A	—	32,896,618	-32,896,618	-100%	$2.2B	—	—	—
Voya Investment Management LLC	N/A	—	8,875,995	-8,875,995	-100%	$597.4M	—	—	—
Franklin Resources Inc	N/A	—	8,330,360	-8,330,360	-100%	$560.6M	—	—	—
BlackRock, Inc.	N/A	—	7,787,034	-7,787,034	-100%	$524.1M	—	—	—
FMR LLC	N/A	—	7,584,160	-7,584,160	-100%	$514.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	3,664,000	-3,664,000	-100%	$248.4M	—	—	—
Massachusetts Financial Services Co	N/A	—	3,369,633	-3,369,633	-100%	$228.0M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	3,075,000	-3,075,000	-100%	$206.9M	—	—	—
Capital Research Global Investors	N/A	—	3,074,550	-3,074,550	-100%	$206.9M	—	—	—
Van Eck Associates Corp	N/A	—	2,876,929	-2,876,929	-100%	$193.6M	—	—	—
Weiss Asset Management LP	N/A	—	2,775,000	-2,775,000	-100%	$188.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	2,361,363	-2,361,363	-100%	$158.9K	—	—	—
Camden Asset Management L P	N/A	—	2,150,000	-2,150,000	-100%	$145.7M	—	—	—
State Street Corp	N/A	—	1,737,807	-1,737,807	-100%	$117.8M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,415,301	-1,415,301	-100%	$95.2M	—	—	—
Advisors Capital Management, LLC	N/A	—	1,284,180	-1,284,180	-100%	$86.4M	—	—	—
Ameriprise Financial Inc	N/A	—	968,952	-968,952	-100%	$65.7M	—	—	—
Advent Capital Management	N/A	—	887,378	-887,378	-100%	$60.2M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	744,868	-744,868	-100%	$49.6M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	708,113	-708,113	-100%	$47.8K	—	—	—
Clearbridge Investments, LLC	N/A	—	644,446	-644,446	-100%	$43.4M	—	—	—
Shaolin Capital Management LLC	N/A	—	532,444	-532,444	-100%	$36.1M	—	—	—
Sculptor Capital LP	N/A	—	522,397	-522,397	-100%	$35.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	508,800	-508,800	-100%	$34.5M	—	—	—
SSI Investment Management LLC	N/A	—	492,510	-492,510	-100%	$33.4M	—	—	—
UBS Group AG	N/A	—	484,102	-484,102	-100%	$32.6M	—	—	—
Invesco Ltd.	N/A	—	477,414	-477,414	-100%	$32.1M	—	—	—
Nuveen, LLC	N/A	—	413,593	-413,593	-100%	$27.8M	—	—	—
TPG GP A, LLC	N/A	—	400,000	-400,000	-100%	$27.1M	—	—	—
Financial Sense Advisors, Inc.	N/A	—	388,816	-388,816	-100%	$26.2M	—	—	—
Bank of America Corp	N/A	—	357,268	-357,268	-100%	$24.0M	—	—	—
CSS LLC	N/A	—	349,354	-349,354	-100%	$23.6M	—	—	—
Victory Capital Management Inc	N/A	—	333,515	-333,515	-100%	$22.4M	—	—	—
Millennium Management LLC	N/A	—	305,997	-305,997	-100%	$20.7M	—	—	—
JPMorgan Chase & Co	N/A	—	300,838	-300,838	-100%	$20.6M	—	—	—
Oxbow Advisors, LLC	N/A	—	256,765	-256,765	-100%	$17.3M	—	—	—
Jane Street Group, LLC	N/A	—	247,084	-247,084	-100%	$16.6M	—	—	—
BlueCrest Capital Management Ltd	N/A	—	221,293	-221,293	-100%	$14.9M	—	—	—
Wellington Management Group LLP	N/A	—	211,785	-211,785	-100%	$14.2M	—	—	—
Nicholas Investment Partners, LP	N/A	—	200,750	-200,750	-100%	$13.6M	—	—	—
Westwood Holdings Group Inc	N/A	—	184,550	-184,550	-100%	$12.4M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	171,322	-171,322	-100%	$11.5M	—	—	—
Aequim Alternative Investments LP	N/A	—	150,000	-150,000	-100%	$10.1M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	125,000	-125,000	-100%	$8.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	121,074	-121,074	-100%	$8.1M	—	—	—
Wells Fargo & Company	N/A	—	106,325	-106,325	-100%	$7.2M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	104,145	-104,145	-100%	$7.0M	—	—	—
Morgan Stanley	N/A	—	91,787	-91,787	-100%	$6.2M	—	—	—
Capital International, Inc.	N/A	—	86,355	-86,355	-100%	$5.8M	—	—	—
Focus Partners Wealth	N/A	—	80,072	-80,072	-100%	$5.4M	—	—	—
HRT Financial LP	N/A	—	68,480	-68,480	-100%	$4.6K	—	—	—
Gabelli Funds LLC	N/A	—	66,065	-66,065	-100%	$4.4M	—	—	—
Uniplan Investment Counsel, Inc.	N/A	—	65,609	-65,609	-100%	$4.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	63,509	-63,509	-100%	$4.3M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	50,090	-50,090	-100%	$3.4M	—	—	—
Jennison Associates LLC	N/A	—	50,000	-50,000	-100%	$3.4M	—	—	—
Capital International Sarl	N/A	—	47,680	-47,680	-100%	$3.2M	—	—	—
Nomura Asset Management International Inc.	N/A	—	41,518	-41,518	-100%	$2.8M	—	—	—
Two Sigma Investments, LP	N/A	—	40,000	-40,000	-100%	$2.7M	—	—	—
Federated Hermes, Inc.	N/A	—	36,434	-36,434	-100%	$2.5M	—	—	—
Palouse Capital Management, Inc.	N/A	—	34,328	-34,328	-100%	$2.3M	—	—	—
Raymond James Financial Inc	N/A	—	33,952	-33,952	-100%	$2.3M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	33,046	-33,046	-100%	$2.2M	—	—	—
Elequin Capital, LP	N/A	—	25,768	-25,768	-100%	$1.7M	—	—	—
Kiley Juergens Wealth Management, LLC	N/A	—	25,550	-25,550	-100%	$1.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	21,018	-21,018	-100%	$1.4M	—	—	—
SEI Investments Co	N/A	—	19,463	-19,463	-100%	$1.3M	—	—	—
Loomis Sayles & Co L P	N/A	—	19,349	-19,349	-100%	$4.2M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	16,767	-16,767	-100%	$1.1M	—	—	—
Cetera Investment Advisers	N/A	—	16,167	-16,167	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	14,248	-14,248	-100%	$959.0K	—	—	—
First Manhattan Co. Llc.	N/A	—	13,870	-13,870	-100%	$933.5K	—	—	—
Ares Systematic Credit Ltd	N/A	—	13,142	-13,142	-100%	$884.5K	—	—	—
Modern Wealth Management, LLC	N/A	—	10,630	-10,630	-100%	$715.4K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	8,850	-8,850	-100%	$599.9K	—	—	—
Jones Road Capital Management, L.P.	N/A	—	7,000	-7,000	-100%	$471.1K	—	—	—
Lazard Asset Management LLC	N/A	—	6,628	-6,628	-100%	$89	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,125	-6,125	-100%	$412.2K	—	—	—
Kelly Lawrence W & Associates Inc	N/A	—	4,800	-4,800	-100%	$325.3K	—	—	—
Waterloo Capital, L.P.	N/A	—	4,710	-4,710	-100%	$317.0K	—	—	—
AQR Arbitrage LLC	N/A	—	4,500	-4,500	-100%	$305.3K	—	—	—
&partners	N/A	—	3,703	-3,703	-100%	$249.2K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	3,500	-3,500	-100%	$235.6K	—	—	—
Virtus Advisers, LLC	N/A	—	2,100	-2,100	-100%	$142.3K	—	—	—
Bank of Montreal	N/A	—	1,044	-1,044	-100%	$70.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	912	-912	-100%	$61.4K	—	—	—
Blair William & Co	N/A	—	629	-629	-100%	$42.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	580	-580	-100%	$39.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	424	-424	-100%	$28.5K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	361	-361	-100%	$24.3K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	210	-210	-100%	$14.1K	—	—	—
Prosperity Bancshares Inc	N/A	—	52	-52	-100%	$3.5K	—	—	—

Showing 142 of 142 institutions