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Bowhead Specialty Holdings I (BOW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares144,576 from 128,311
Change+16,265 (+13%)
Value$4.9M (+$1.0M)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares108,012 from 107,509
Change+503 (+0%)
Value$3.6M (+$429.8K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares70,608 from 53,704
Change+16,904 (+31%)
Value$2.4M (+$777.1K)
Filed 2026-11-05
Principal Financial Group Inc
NEW
Shares64,345
Change+64,345
Value$2.2M
Filed 2026-11-02
Cox Capital Mgt LLC
DECREASED
Shares50,242 from 50,981
Change-739 (-1%)
Value$1.7M (+$170.8K)
Filed 2026-10-07
Dimensional Fund Advisors LP
DECREASED
Shares40,797 from 304,318
Change-263,521 (-87%)
Value$1.4M (-$7.7M)
Filed 2026-11-04
Norden Group LLC
DECREASED
Shares37,614 from 38,225
Change-611 (-2%)
Value$1.3M (+$126.2K)
Filed 2026-10-20
New York Life Investment Management LLC
NEW
Shares33,850
Change+33,850
Value$1.1M
Filed 2026-11-04
Strs Ohio
NEW
Shares29,500
Change+29,500
Value$996.2K
Filed 2026-10-30
Counterpoint Mutual Funds LLC
NEW
Shares20,047
Change+20,047
Value$677.0K
Filed 2026-10-16
New England Capital Financial Advisors LLC
UNCHANGED
Shares19,876 from 19,876
Change0 (0%)
Value$671.2K (+$76.3K)
Filed 2026-11-03
ABC Arbitrage SA
NEW
Shares17,328
Change+17,328
Value$585.2K
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,606 from 16,932
Change-326 (-2%)
Value$561.0K (+$54.0K)
Filed 2026-11-02
Moneco Advisors, LLC
NEW
Shares15,390
Change+15,390
Value$519.7K
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares15,169 from 16,333
Change-1,164 (-7%)
Value$512.3K (+$23.4K)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares13,150 from 12,925
Change+225 (+2%)
Value$444.1K (+$57.2K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
DECREASED
Shares10,784 from 10,973
Change-189 (-2%)
Value$364.2K (+$35.8K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares10,763 from 7,767
Change+2,996 (+39%)
Value$363.5K (+$131.0K)
Filed 2026-10-29
Larson Financial Group LLC
DECREASED
Shares10,069 from 10,165
Change-96 (-1%)
Value$340.0K (+$35.8K)
Filed 2026-11-05
Park Capital Management, LLC / WI
UNCHANGED
Shares9,435 from 9,435
Change0 (0%)
Value$318.6K (+$36.2K)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares8,002 from 8,300
Change-298 (-4%)
Value$227.0K (+$26.0K)
Filed 2026-10-15
Symmetry Partners, LLC
DECREASED
Shares7,963 from 8,004
Change-41 (-1%)
Value$268.9K (+$29.4K)
Filed 2026-10-27
Versor Investments LP
NEW
Shares7,702
Change+7,702
Value$260.1K
Filed 2026-10-23
Able Wealth Management LLC
UNCHANGED
Shares7,431 from 7,431
Change0 (0%)
Value$251.2K (+$28.8K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares7,229 from 7,196
Change+33 (+0%)
Value$244.1K (+$28.7K)
Filed 2026-10-21
Simplicity Wealth,LLC
NEW
Shares6,279
Change+6,279
Value$212.0K
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares4,231 from 1,732
Change+2,499 (+144%)
Value$142.9K (+$91.0K)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares2,218 from 10,901
Change-8,683 (-80%)
Value$74.9K (-$251.4K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares1,878 from 1,825
Change+53 (+3%)
Value$63.4K (+$8.8K)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$60.0K (+$6.8K)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$50.7K (+$5.8K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares1,247 from 1,491
Change-244 (-16%)
Value$42.1K (-$2.6K)
Filed 2026-10-08
Versant Capital Management, Inc
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$35.0K (+$4.0K)
Filed 2026-10-02
Assetmark, Inc
INCREASED
Shares871 from 381
Change+490 (+129%)
Value$29.4K (+$18.0K)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares355 from 32,760
Change-32,405 (-99%)
Value$12.0K (-$968.5K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares312 from 31
Change+281 (+906%)
Value$11 (+$10)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares274
Change+274
Value$9.3K
Filed 2026-10-30
Silver Grove Financial Group, Inc.
DECREASED
Shares209 from 272
Change-63 (-23%)
Value$7.1K (-$1.1K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares167 from 38
Change+129 (+339%)
Value$5.6K (+$4.5K)
Filed 2026-10-16
Gamma Investing LLC
DECREASED
Shares114 from 132
Change-18 (-14%)
Value$3.9K (-$101)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$4 (+$1)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares104 from 79
Change+25 (+32%)
Value$3.5K (+$1.1K)
Filed 2026-10-26
Wolverine Asset Management LLC
NEW
Shares100
Change+100
Value$3.4K
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares80 from 50
Change+30 (+60%)
Value$2.7K (+$1.2K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares77 from 153
Change-76 (-50%)
Value$2.6K (-$2.0K)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares59 from 116
Change-57 (-49%)
Value$2.0K (-$1.5K)
Filed 2026-10-14
US Bancorp \de\
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$1.7K (+$188)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.4K (+$161)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares33
Change+33
Value$1.1K
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares31
Change+31
Value$1.0K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$642 (+$73)
Filed 2026-10-20
CoreCap Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$405 (+$46)
Filed 2026-10-08
True Wealth Design, LLC
DECREASED
Shares10 from 25
Change-15 (-60%)
Value$338 (-$411)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED
Shares10 from 24
Change-14 (-58%)
Value$338 (-$380)
Filed 2026-10-29
Trust Co
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$270 (+$31)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares7 from 14
Change-7 (-50%)
Value$244 (-$186)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares1 from 86
Change-85 (-99%)
Value$34 (-$2.5K)
Filed 2026-10-22
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 (+$4)
Filed 2026-10-30
Wasatch Advisors LP
CLOSED
Shares0 from 348,437
Change-348,437 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-13
Davenport & Co LLC
CLOSED
Shares0 from 294,801
Change-294,801 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,050
Change-7,050 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 ($0)
Filed 2026-11-04
Gallatin Point Capital LLC
N/A
Shares— from 8,968,445
Change-8,968,445 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 4,700,761
Change-4,700,761 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,081,072
Change-2,081,072 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,729,490
Change-1,729,490 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,552,167
Change-1,552,167 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 834,303
Change-834,303 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 551,821
Change-551,821 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 455,139
Change-455,139 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 436,205
Change-436,205 (-100%)
Value—
State Street Corp
N/A
Shares— from 427,643
Change-427,643 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 418,809
Change-418,809 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 415,153
Change-415,153 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 350,807
Change-350,807 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 251,475
Change-251,475 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 204,489
Change-204,489 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 194,670
Change-194,670 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 175,236
Change-175,236 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 171,075
Change-171,075 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 169,658
Change-169,658 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 166,590
Change-166,590 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 166,251
Change-166,251 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 146,274
Change-146,274 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 145,820
Change-145,820 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 141,282
Change-141,282 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 118,676
Change-118,676 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 116,229
Change-116,229 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 103,827
Change-103,827 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,881
Change-97,881 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 96,768
Change-96,768 (-100%)
Value—
Norges Bank
N/A
Shares— from 95,700
Change-95,700 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 95,569
Change-95,569 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 93,907
Change-93,907 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 87,810
Change-87,810 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 73,978
Change-73,978 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 72,629
Change-72,629 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 68,907
Change-68,907 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 66,432
Change-66,432 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 58,767
Change-58,767 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 58,562
Change-58,562 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,265
Change-57,265 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 52,626
Change-52,626 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49,784
Change-49,784 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 48,100
Change-48,100 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,066
Change-46,066 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 41,637
Change-41,637 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 40,275
Change-40,275 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 36,399
Change-36,399 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 34,282
Change-34,282 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 33,425
Change-33,425 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 31,721
Change-31,721 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 29,534
Change-29,534 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 28,950
Change-28,950 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 28,227
Change-28,227 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 27,429
Change-27,429 (-100%)
Value—
Barclays PLC
N/A
Shares— from 25,981
Change-25,981 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,660
Change-24,660 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,923
Change-23,923 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 22,510
Change-22,510 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 22,209
Change-22,209 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,141
Change-22,141 (-100%)
Value—
Boston Partners
N/A
Shares— from 21,668
Change-21,668 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,552
Change-21,552 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 21,524
Change-21,524 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,959
Change-20,959 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,197
Change-20,197 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 18,354
Change-18,354 (-100%)
Value—
Dockside LLC
N/A
Shares— from 16,326
Change-16,326 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,319
Change-14,319 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 14,248
Change-14,248 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,058
Change-14,058 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,801
Change-13,801 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,368
Change-13,368 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Varcov Co.
N/A
Shares— from 12,959
Change-12,959 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 12,751
Change-12,751 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 11,834
Change-11,834 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,817
Change-10,817 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 10,702
Change-10,702 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 10,632
Change-10,632 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 8,914
Change-8,914 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,040
Change-7,040 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 603
Change-603 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 561
Change-561 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 224
Change-224 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 38
Change-38 (-100%)
Value—
Quarry LP
N/A
Shares— from 35
Change-35 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Creative Planning
INCREASED144,576128,311+16,265+13%$3.8M$4.9M+$1.0M2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED108,012107,509+503+0%$3.2M$3.6M+$429.8K2026-11-05
Bank of New York Mellon Corp
INCREASED70,60853,704+16,904+31%$1.6M$2.4M+$777.1K2026-11-05
Principal Financial Group Inc
NEW64,345—+64,345——$2.2M—2026-11-02
Cox Capital Mgt LLC
DECREASED50,24250,981-739-1%$1.5M$1.7M+$170.8K2026-10-07
Dimensional Fund Advisors LP
DECREASED40,797304,318-263,521-87%$9.1M$1.4M-$7.7M2026-11-04
Norden Group LLC
DECREASED37,61438,225-611-2%$1.1M$1.3M+$126.2K2026-10-20
New York Life Investment Management LLC
NEW33,850—+33,850——$1.1M—2026-11-04
Strs Ohio
NEW29,500—+29,500——$996.2K—2026-10-30
Counterpoint Mutual Funds LLC
NEW20,047—+20,047——$677.0K—2026-10-16
New England Capital Financial Advisors LLC
UNCHANGED19,87619,87600%$594.9K$671.2K+$76.3K2026-11-03
ABC Arbitrage SA
NEW17,328—+17,328——$585.2K—2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED16,60616,932-326-2%$507.0K$561.0K+$54.0K2026-11-02
Moneco Advisors, LLC
NEW15,390—+15,390——$519.7K—2026-11-05
Commonwealth Equity Services, LLC
DECREASED15,16916,333-1,164-7%$488.9K$512.3K+$23.4K2026-11-02
Keybank National Association
INCREASED13,15012,925+225+2%$386.8K$444.1K+$57.2K2026-11-04
Linden Thomas Advisory Services, LLC
DECREASED10,78410,973-189-2%$328.4K$364.2K+$35.8K2026-10-19
Vise Technologies, Inc.
INCREASED10,7637,767+2,996+39%$232.5K$363.5K+$131.0K2026-10-29
Larson Financial Group LLC
DECREASED10,06910,165-96-1%$304.2K$340.0K+$35.8K2026-11-05
Park Capital Management, LLC / WI
UNCHANGED9,4359,43500%$282.4K$318.6K+$36.2K2026-10-13
State of Alaska, Department of Revenue
DECREASED8,0028,300-298-4%$201.0K$227.0K+$26.0K2026-10-15
Symmetry Partners, LLC
DECREASED7,9638,004-41-1%$239.6K$268.9K+$29.4K2026-10-27
Versor Investments LP
NEW7,702—+7,702——$260.1K—2026-10-23
Able Wealth Management LLC
UNCHANGED7,4317,43100%$222.4K$251.2K+$28.8K2026-10-13
McAdam, LLC
INCREASED7,2297,196+33+0%$215.4K$244.1K+$28.7K2026-10-21
Simplicity Wealth,LLC
NEW6,279—+6,279——$212.0K—2026-10-23
Nisa Investment Advisors, LLC
INCREASED4,2311,732+2,499+144%$51.8K$142.9K+$91.0K2026-10-20
Citigroup Inc
DECREASED2,21810,901-8,683-80%$326.3K$74.9K-$251.4K2026-11-04
Signaturefd, LLC
INCREASED1,8781,825+53+3%$54.6K$63.4K+$8.8K2026-10-23
Parallel Advisors, LLC
UNCHANGED1,7761,77600%$53.2K$60.0K+$6.8K2026-11-03
Nemes Rush Group LLC
UNCHANGED1,5001,50000%$44.9K$50.7K+$5.8K2026-11-04
Farther Finance Advisors, LLC
DECREASED1,2471,491-244-16%$44.7K$42.1K-$2.6K2026-10-08
Versant Capital Management, Inc
UNCHANGED1,0371,03700%$31.0K$35.0K+$4.0K2026-10-02
Assetmark, Inc
INCREASED871381+490+129%$11.4K$29.4K+$18.0K2026-10-21
Sterling Capital Management LLC
DECREASED35532,760-32,405-99%$980.5K$12.0K-$968.5K2026-10-22
Covestor Ltd
INCREASED31231+281+906%$1$11+$102026-10-30
Provenance Wealth Advisors, LLC
NEW274—+274——$9.3K—2026-10-30
Silver Grove Financial Group, Inc.
DECREASED209272-63-23%$8.1K$7.1K-$1.1K2026-11-05
IFP Advisors, Inc
INCREASED16738+129+339%$1.1K$5.6K+$4.5K2026-10-16
Gamma Investing LLC
DECREASED114132-18-14%$4.0K$3.9K-$1012026-10-08
Capital Advisors, Ltd. LLC
UNCHANGED11111100%$3$4+$12026-10-27
SJS Investment Consulting Inc.
INCREASED10479+25+32%$2.4K$3.5K+$1.1K2026-10-26
Wolverine Asset Management LLC
NEW100—+100——$3.4K—2026-11-02
Parkside Financial Bank & Trust
INCREASED8050+30+60%$1.5K$2.7K+$1.2K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED77153-76-50%$4.6K$2.6K-$2.0K2026-11-04
Essential Partners LLC
DECREASED59116-57-49%$3.5K$2.0K-$1.5K2026-10-14
US Bancorp \de\
UNCHANGED494900%$1.5K$1.7K+$1882026-11-05
North Star Investment Management Corp.
UNCHANGED424200%$1.3K$1.4K+$1612026-10-27
Root Financial Partners, LLC
NEW33—+33——$1.1K—2026-10-21
Ascentis Wealth Management, LLC
NEW31—+31——$1.0K—2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED191900%$569$642+$732026-10-20
CoreCap Advisors, LLC
UNCHANGED121200%$359$405+$462026-10-08
True Wealth Design, LLC
DECREASED1025-15-60%$749$338-$4112026-10-13
Caitong International Asset Management Co., Ltd
DECREASED1024-14-58%$718$338-$3802026-10-29
Trust Co
UNCHANGED8800%$239$270+$312026-10-09
Fifth Third Bancorp
DECREASED714-7-50%$430$244-$1862026-11-05
SBI Securities Co., Ltd.
DECREASED186-85-99%$2.6K$34-$2.5K2026-10-22
Hughes Financial Services, LLC
UNCHANGED1100%$30$34+$42026-10-30
Wasatch Advisors LP
CLOSED0348,437-348,437-100%$10.4M$0-$10.4M2026-10-13
Davenport & Co LLC
CLOSED0294,801-294,801-100%$8.8M$0-$8.8M2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED07,050-7,050-100%$211.0K$0-$211.0K2026-10-16
Stone House Investment Management, LLC
CLOSED0531-531-100%$15.9K$0-$15.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED043-43-100%$1.3K$0-$1.3K2026-10-16
Avion Wealth
CLOSED021-21-100%$0$0$02026-11-04
Gallatin Point Capital LLC
N/A—8,968,445-8,968,445-100%$268.4M———
American Family Investments, Inc.
N/A—4,700,761-4,700,761-100%$140.7M———
American Century Companies Inc
N/A—2,081,072-2,081,072-100%$62.3M———
Victory Capital Management Inc
N/A—1,729,490-1,729,490-100%$51.8M———
BlackRock, Inc.
N/A—1,552,167-1,552,167-100%$46.5M———
Polar Capital Holdings Plc
N/A—1,500,000-1,500,000-100%$44.9M———
Vanguard Capital Management LLC
N/A—834,303-834,303-100%$25.0M———
Silvercrest Asset Management Group LLC
N/A—551,821-551,821-100%$16.5M———
Geode Capital Management, LLC
N/A—455,139-455,139-100%$13.6M———
Morgan Stanley
N/A—436,205-436,205-100%$13.1M———
State Street Corp
N/A—427,643-427,643-100%$12.8M———
Schroder Investment Management Group
N/A—418,809-418,809-100%$12.6M———
Two Sigma Investments, LP
N/A—415,153-415,153-100%$12.4M———
Vanguard Portfolio Management LLC
N/A—350,807-350,807-100%$10.5M———
Qube Research & Technologies Ltd
N/A—251,475-251,475-100%$7.5M———
Price T Rowe Associates Inc
N/A—204,489-204,489-100%$6.1M———
GW&K Investment Management, LLC
N/A—194,670-194,670-100%$5.8M———
Gillson Capital LP
N/A—175,236-175,236-100%$5.2M———
AQR Capital Management LLC
N/A—171,075-171,075-100%$5.1M———
Nuveen, LLC
N/A—169,658-169,658-100%$5.1M———
Northern Trust Corp
N/A—166,590-166,590-100%$5.0M———
Goldman Sachs Group Inc
N/A—166,251-166,251-100%$5.0M———
Charles Schwab Investment Management Inc
N/A—146,274-146,274-100%$4.4M———
Russell Investments Group, Ltd.
N/A—145,820-145,820-100%$4.4M———
Alyeska Investment Group, L.P.
N/A—141,282-141,282-100%$4.2M———
State of Wisconsin Investment Board
N/A—118,676-118,676-100%$3.6M———
Vanguard Fiduciary Trust Co
N/A—116,229-116,229-100%$3.5M———
Picton Mahoney Asset Management
N/A—103,827-103,827-100%$3.1M———
Mariner, LLC
N/A—97,881-97,881-100%$2.9M———
Advisory Research Inc
N/A—96,768-96,768-100%$2.9M———
Norges Bank
N/A—95,700-95,700-100%$2.9M———
Steelhead Wealth Management LLC
N/A—95,569-95,569-100%$2.9M———
Bridgeway Capital Management, LLC
N/A—93,907-93,907-100%$2.8M———
JPMorgan Chase & Co
N/A—87,810-87,810-100%$2.6M———
Lighthouse Investment Partners, LLC
N/A—73,978-73,978-100%$2.2M———
Citadel Advisors LLC
N/A—72,629-72,629-100%$2.2M———
Empowered Funds, LLC
N/A—68,907-68,907-100%$2.1M———
Bank of America Corp
N/A—66,432-66,432-100%$2.0M———
Millennium Management LLC
N/A—58,767-58,767-100%$1.8M———
Deutsche Bank Ag\
N/A—58,562-58,562-100%$1.8M———
Quantinno Capital Management LP
N/A—57,265-57,265-100%$1.7M———
Cerity Partners LLC
N/A—52,626-52,626-100%$1.6M———
UBS Group AG
N/A—49,784-49,784-100%$1.5M———
Renaissance Technologies LLC
N/A—48,100-48,100-100%$1.4M———
Orion Porfolio Solutions, LLC
N/A—46,066-46,066-100%$1.4M———
LOS Angeles Capital Management LLC
N/A—41,637-41,637-100%$1.2M———
Royal Bank of Canada
N/A—40,275-40,275-100%$1.2M———
Trexquant Investment LP
N/A—36,399-36,399-100%$1.1M———
Swiss National Bank
N/A—35,500-35,500-100%$1.1M———
Bleakley Financial Group, LLC
N/A—34,282-34,282-100%$1.0M———
Martingale Asset Management L P
N/A—33,425-33,425-100%$1.0M———
Wells Fargo & Company
N/A—31,721-31,721-100%$949.4K———
BNP Paribas Financial Markets
N/A—29,534-29,534-100%$884.0K———
Susquehanna Fundamental Investments, LLC
N/A—28,950-28,950-100%$866.5K———
Schonfeld Strategic Advisors LLC
N/A—28,227-28,227-100%$844.8K———
Cohen & Steers, Inc.
N/A—28,000-28,000-100%$838.0K———
Savant Capital, LLC
N/A—27,429-27,429-100%$821.0K———
Barclays PLC
N/A—25,981-25,981-100%$777.6K———
FMR LLC
N/A—24,660-24,660-100%$738.1K———
Cetera Investment Advisers
N/A—23,923-23,923-100%$716.0K———
Capitolis Liquid Global Markets LLC
N/A—23,800-23,800-100%$712.3K———
Rhumbline Advisers
N/A—22,515-22,515-100%$673.9K———
Drive Wealth Management, LLC
N/A—22,510-22,510-100%$673.7K———
Invesco Ltd.
N/A—22,209-22,209-100%$664.7K———
HSBC Holdings PLC
N/A—22,141-22,141-100%$668.2K———
Boston Partners
N/A—21,668-21,668-100%$648.5K———
UBS Asset Management Americas LLC
N/A—21,552-21,552-100%$645.1K———
SG Americas Securities, LLC
N/A—21,524-21,524-100%$644.0K———
Raymond James Financial Inc
N/A—20,959-20,959-100%$627.3K———
SEI Investments Co
N/A—20,197-20,197-100%$604.5K———
Alliancebernstein L.P.
N/A—20,100-20,100-100%$450.8K———
Lazard Asset Management LLC
N/A—19,000-19,000-100%$568.7K———
California State Teachers Retirement System
N/A—18,354-18,354-100%$549.3K———
Dockside LLC
N/A—16,326-16,326-100%$488.6K———
Teacher Retirement System of Texas
N/A—15,043-15,043-100%$450.2K———
Point72 Asset Management, L.P.
N/A—14,937-14,937-100%$447.1K———
LPL Financial LLC
N/A—14,476-14,476-100%$433.3K———
IEQ Capital, LLC
N/A—14,319-14,319-100%$428.6K———
Merit Financial Group, LLC
N/A—14,248-14,248-100%$426.5K———
XTX Topco Ltd
N/A—14,058-14,058-100%$420.8K———
Legal & General Group Plc
N/A—13,801-13,801-100%$413.1K———
Mercer Global Advisors Inc
N/A—13,368-13,368-100%$400.1K———
Voleon Capital Management LP
N/A—13,250-13,250-100%$396.6K———
Varcov Co.
N/A—12,959-12,959-100%$387.9K———
ExodusPoint Capital Management, LP
N/A—12,751-12,751-100%$381.6K———
Vanguard Asset Management, Ltd
N/A—11,834-11,834-100%$354.2K———
Quadrature Capital Ltd
N/A—10,817-10,817-100%$323.8K———
Dynamic Technology Lab Private Ltd
N/A—10,702-10,702-100%$320.0K———
MetLife Investment Management, LLC
N/A—10,632-10,632-100%$318.2K———
Rathbones Group PLC
N/A—10,500-10,500-100%$314.3K———
Graham Capital Management, L.P.
N/A—10,291-10,291-100%$308.0K———
Fiduciary Trust Co
N/A—9,509-9,509-100%$284.6K———
Emerald Mutual Fund Advisers Trust
N/A—8,914-8,914-100%$266.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,437-8,437-100%$252.5K———
FJ Capital Management LLC
N/A—8,405-8,405-100%$251.6K———
Balyasny Asset Management L.P.
N/A—8,384-8,384-100%$250.9K———
BlackDiamond Wealth Management, LLC
N/A—8,365-8,365-100%$279.9K———
Vanguard Global Advisers, LLC
N/A—7,040-7,040-100%$210.7K———
Police & Firemen's Retirement System of New Jersey
N/A—6,114-6,114-100%$183.0K———
New York State Common Retirement Fund
N/A—6,100-6,100-100%$182.6K———
Osaic Holdings, Inc.
N/A—4,670-4,670-100%$139.8K———
Vanguard Investments Australia, Ltd.
N/A—4,647-4,647-100%$139.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,000-4,000-100%$119.7K———
KLP Kapitalforvaltning AS
N/A—3,900-3,900-100%$116.7K———
Arax Advisory Partners
N/A—2,177-2,177-100%$65.2K———
Northwest & Ethical Investments L.P.
N/A—2,008-2,008-100%$60.3K———
Tower Research Capital LLC (TRC)
N/A—1,610-1,610-100%$48.2K———
Ameritas Investment Partners, Inc.
N/A—1,602-1,602-100%$47.9K———
Global Retirement Partners, LLC
N/A—770-770-100%$23.0K———
Allworth Financial LP
N/A—603-603-100%$18.0K———
Huntington National Bank
N/A—561-561-100%$16.8K———
PNC Financial Services Group, Inc.
N/A—224-224-100%$6.7K———
Rothschild Investment LLC
N/A—147-147-100%$4.4K———
Optiver Holding B.V.
N/A—108-108-100%$3.2K———
Smartleaf Asset Management LLC
N/A—86-86-100%$2.6K———
Kilter Group LLC
N/A—76-76-100%$2.3K———
Investors Portfolio Services LLC
N/A—61-61-100%$1.8K———
Basecamp Wealth Advisors LLC
N/A—41-41-100%$1.2K———
Jones Financial Companies Lllp
N/A—38-38-100%$1.1K———
Quarry LP
N/A—35-35-100%$1.0K———
Clearstead Advisors, LLC
N/A—14-14-100%$420———
JPL Wealth Management, LLC
N/A—3-3-100%$90———
Showing 186 of 186 institutions