Bridgewater Bancshares Inc (BWB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Thrivent Financial for Lutherans

INCREASED

Shares2,205,309 from 2,205,041

Change+268 (+0%)

Value$44.5M (-$1.9M)

Filed 2026-11-05

Dimensional Fund Advisors LP

INCREASED

Shares1,172,372 from 1,099,544

Change+72,828 (+7%)

Value$23.6M (+$512.3K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares551,144 from 557,374

Change-6,230 (-1%)

Value$11.1M (-$610.7K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares232,271 from 232,011

Change+260 (+0%)

Value$4.7M (-$196.9K)

Filed 2026-11-06

Sippican Capital Advisors

DECREASED

Shares96,645 from 96,685

Change-40 (0%)

Value$1.9M (-$84.9K)

Filed 2026-10-23

Villanova Investment Management Co

DECREASED

Shares94,987 from 129,787

Change-34,800 (-27%)

Value$1.9M (-$814.8K)

Filed 2026-11-02

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares90,614 from 90,614

Change0 (0%)

Value$1.8M (-$78.8K)

Filed 2026-10-27

Tectonic Advisors LLC

INCREASED

Shares88,744 from 75,122

Change+13,622 (+18%)

Value$1.8M (+$209.4K)

Filed 2026-10-22

Daytona Street Capital LLC

DECREASED

Shares80,868 from 84,868

Change-4,000 (-5%)

Value$1.7M (-$151.2K)

Filed 2026-10-15

Bank of New York Mellon Corp

INCREASED

Shares64,529 from 63,166

Change+1,363 (+2%)

Value$1.3M (-$27.5K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares44,900 from 34,200

Change+10,700 (+31%)

Value$905.6K (+$186.1K)

Filed 2026-10-30

Inspire Investing, LLC

DECREASED

Shares31,690 from 32,334

Change-644 (-2%)

Value$639.2K (-$41.1K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares18,650 from 21,265

Change-2,615 (-12%)

Value$376.2K (-$71.2K)

Filed 2026-11-06

LPL Financial LLC

UNCHANGED

Shares16,021 from 16,021

Change0 (0%)

Value$323.1K (-$13.9K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,625 from 13,395

Change+1,230 (+9%)

Value$298.1K (+$10.6K)

Filed 2026-10-13

Creative Planning

NEW

Shares11,793

Change+11,793

Value$237.9K

Filed 2026-11-02

D.A. Davidson & Co.

UNCHANGED

Shares11,400 from 11,400

Change0 (0%)

Value$229.9K (-$9.9K)

Filed 2026-10-28

Northland Securities, Inc.

UNCHANGED

Shares11,055 from 11,055

Change0 (0%)

Value$223.0K (-$9.6K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares9,381 from 4,174

Change+5,207 (+125%)

Value$189.2K (+$101.4K)

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares3,851 from 3,851

Change0 (0%)

Value$76 (-$57.9K)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares3,584 from 15,169

Change-11,585 (-76%)

Value$72.3K (-$246.9K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,198 from 1,114

Change+84 (+8%)

Value$24.2K (+$725)

Filed 2026-10-08

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$20.2K (-$870)

Filed 2026-10-07

Farther Finance Advisors, LLC

INCREASED

Shares918 from 734

Change+184 (+25%)

Value$18.5K (+$3.1K)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares891 from 891

Change0 (0%)

Value$18.0K (-$776)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares782 from 1,057

Change-275 (-26%)

Value$15.8K (-$6.5K)

Filed 2026-10-27

Sterling Capital Management LLC

INCREASED

Shares572 from 246

Change+326 (+133%)

Value$11.5K (+$6.4K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares444 from 444

Change0 (0%)

Value$9.3K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares334 from 292

Change+42 (+14%)

Value$6.7K (+$593)

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

NEW

Shares293

Change+293

Value$5.9K

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares205 from 2

Change+203 (+10150%)

Value$4.1K (+$4.1K)

Filed 2026-10-26

Essential Partners LLC

INCREASED

Shares187 from 171

Change+16 (+9%)

Value$3.8K (+$174)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares176 from 176

Change0 (0%)

Value$3.6K (-$153)

Filed 2026-11-06

Fortitude Family Office, LLC

INCREASED

Shares170 from 115

Change+55 (+48%)

Value$3.4K (+$1.0K)

Filed 2026-10-14

Signaturefd, LLC

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$2.5K (-$106)

Filed 2026-10-23

IFP Advisors, Inc

DECREASED

Shares117 from 126

Change-9 (-7%)

Value$2.4K (-$291)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

INCREASED

Shares75 from 22

Change+53 (+241%)

Value$1.5K (+$1.1K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares55

Change+55

Value$1.1K

Filed 2026-10-21

Parkside Financial Bank & Trust

INCREASED

Shares55 from 35

Change+20 (+57%)

Value$1.1K (+$373)

Filed 2026-10-27

Tounjian Advisory Partners, LLC

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$1.1K (-$47)

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$1.1K (-$46)

Filed 2026-10-20

Parallel Advisors, LLC

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.0K (-$45)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares42 from 53

Change-11 (-21%)

Value$847 (-$268)

Filed 2026-11-05

True Wealth Design, LLC

INCREASED

Shares40 from 32

Change+8 (+25%)

Value$807 (+$133)

Filed 2026-10-13

Breakwater Investment Management

NEW

Shares21

Change+21

Value$424

Filed 2026-10-20

Covestor Ltd

INCREASED

Shares18 from 14

Change+4 (+29%)

Value$0 ($0)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares13

Change+13

Value$262

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares11 from 171

Change-160 (-94%)

Value$231 (-$3.4K)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$182 (-$7)

Filed 2026-10-29

GK Wealth Management LLC

NEW

Shares7

Change+7

Value$146

Filed 2026-10-09

Clearstead Advisors, LLC

INCREASED

Shares5 from 2

Change+3 (+150%)

Value$101 (+$57)

Filed 2026-11-06

James T. Borello RIA

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$101 (-$4)

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$61 (+$19)

Filed 2026-10-22

Assenagon Asset Management S.A.

CLOSED

Shares0 from 22,181

Change-22,181 (-100%)

Value$0 (-$466.7K)

Filed 2026-10-15

MCF Advisors LLC

CLOSED

Shares0 from 435

Change-435 (-100%)

Value$0 (-$9.2K)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$105)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,765,449

Change-1,765,449 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,341,747

Change-1,341,747 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 941,478

Change-941,478 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 708,418

Change-708,418 (-100%)

Value—

State Street Corp

N/A

Shares— from 468,511

Change-468,511 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 434,660

Change-434,660 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 385,947

Change-385,947 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 361,031

Change-361,031 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 349,549

Change-349,549 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 348,022

Change-348,022 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 318,380

Change-318,380 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 308,505

Change-308,505 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 282,649

Change-282,649 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 238,580

Change-238,580 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 234,060

Change-234,060 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 230,264

Change-230,264 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 193,390

Change-193,390 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 186,223

Change-186,223 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 180,420

Change-180,420 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 179,768

Change-179,768 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 178,928

Change-178,928 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 169,752

Change-169,752 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 169,195

Change-169,195 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 168,967

Change-168,967 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 164,752

Change-164,752 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 158,307

Change-158,307 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 156,628

Change-156,628 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 148,949

Change-148,949 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 142,273

Change-142,273 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 135,884

Change-135,884 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 135,059

Change-135,059 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 127,375

Change-127,375 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 127,218

Change-127,218 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 106,492

Change-106,492 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 103,693

Change-103,693 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 99,128

Change-99,128 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 97,067

Change-97,067 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 96,479

Change-96,479 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 95,165

Change-95,165 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 85,503

Change-85,503 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 83,200

Change-83,200 (-100%)

Value—

Elgethun Capital Management

N/A

Shares— from 77,304

Change-77,304 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 60,936

Change-60,936 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 59,005

Change-59,005 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 56,833

Change-56,833 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 53,683

Change-53,683 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 52,150

Change-52,150 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 48,945

Change-48,945 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 48,748

Change-48,748 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 45,675

Change-45,675 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 37,128

Change-37,128 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,942

Change-28,942 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 28,203

Change-28,203 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 27,226

Change-27,226 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 24,543

Change-24,543 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 22,900

Change-22,900 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 22,278

Change-22,278 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 21,077

Change-21,077 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 20,779

Change-20,779 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 20,088

Change-20,088 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 19,354

Change-19,354 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 18,553

Change-18,553 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 17,926

Change-17,926 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 17,688

Change-17,688 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 17,542

Change-17,542 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 15,632

Change-15,632 (-100%)

Value—

Ballast Advisors LLC

N/A

Shares— from 14,600

Change-14,600 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 14,587

Change-14,587 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 14,492

Change-14,492 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,841

Change-12,841 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 12,294

Change-12,294 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,454

Change-11,454 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 10,858

Change-10,858 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,804

Change-10,804 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 10,625

Change-10,625 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 10,176

Change-10,176 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,921

Change-9,921 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,305

Change-9,305 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,074

Change-9,074 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,437

Change-6,437 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,103

Change-6,103 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,816

Change-5,816 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 5,802

Change-5,802 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,491

Change-5,491 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 4,814

Change-4,814 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,133

Change-2,133 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,099

Change-2,099 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,907

Change-1,907 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 978

Change-978 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 698

Change-698 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 598

Change-598 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 506

Change-506 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 382

Change-382 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 293

Change-293 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 275

Change-275 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 105

Change-105 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

	Status
Thrivent Financial for Lutherans	INCREASED	2,205,309	2,205,041	+268	+0%	$46.4M	$44.5M	-$1.9M	2026-11-05
Dimensional Fund Advisors LP	INCREASED	1,172,372	1,099,544	+72,828	+7%	$23.1M	$23.6M	+$512.3K	2026-11-04
Geode Capital Management, LLC	DECREASED	551,144	557,374	-6,230	-1%	$11.7M	$11.1M	-$610.7K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	232,271	232,011	+260	+0%	$4.9M	$4.7M	-$196.9K	2026-11-06
Sippican Capital Advisors	DECREASED	96,645	96,685	-40	0%	$2.0M	$1.9M	-$84.9K	2026-10-23
Villanova Investment Management Co	DECREASED	94,987	129,787	-34,800	-27%	$2.7M	$1.9M	-$814.8K	2026-11-02
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	90,614	90,614	0	0%	$1.9M	$1.8M	-$78.8K	2026-10-27
Tectonic Advisors LLC	INCREASED	88,744	75,122	+13,622	+18%	$1.6M	$1.8M	+$209.4K	2026-10-22
Daytona Street Capital LLC	DECREASED	80,868	84,868	-4,000	-5%	$1.8M	$1.7M	-$151.2K	2026-10-15
Bank of New York Mellon Corp	INCREASED	64,529	63,166	+1,363	+2%	$1.3M	$1.3M	-$27.5K	2026-11-05
Strs Ohio	INCREASED	44,900	34,200	+10,700	+31%	$719.6K	$905.6K	+$186.1K	2026-10-30
Inspire Investing, LLC	DECREASED	31,690	32,334	-644	-2%	$680.3K	$639.2K	-$41.1K	2026-10-22
Deutsche Bank Ag\	DECREASED	18,650	21,265	-2,615	-12%	$447.4K	$376.2K	-$71.2K	2026-11-06
LPL Financial LLC	UNCHANGED	16,021	16,021	0	0%	$337.1K	$323.1K	-$13.9K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	14,625	13,395	+1,230	+9%	$287.5K	$298.1K	+$10.6K	2026-10-13
Creative Planning	NEW	11,793	—	+11,793	—	—	$237.9K	—	2026-11-02
D.A. Davidson & Co.	UNCHANGED	11,400	11,400	0	0%	$239.9K	$229.9K	-$9.9K	2026-10-28
Northland Securities, Inc.	UNCHANGED	11,055	11,055	0	0%	$232.6K	$223.0K	-$9.6K	2026-11-02
Barclays PLC	INCREASED	9,381	4,174	+5,207	+125%	$87.8K	$189.2K	+$101.4K	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	3,851	3,851	0	0%	$58.0K	$76	-$57.9K	2026-10-15
Citigroup Inc	DECREASED	3,584	15,169	-11,585	-76%	$319.2K	$72.3K	-$246.9K	2026-11-04
Gamma Investing LLC	INCREASED	1,198	1,114	+84	+8%	$23.4K	$24.2K	+$725	2026-10-08
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	1,000	1,000	0	0%	$21.0K	$20.2K	-$870	2026-10-07
Farther Finance Advisors, LLC	INCREASED	918	734	+184	+25%	$15.4K	$18.5K	+$3.1K	2026-10-08
Versant Capital Management, Inc	UNCHANGED	891	891	0	0%	$18.7K	$18.0K	-$776	2026-10-02
Pinnacle Wealth Planning Services, Inc.	DECREASED	782	1,057	-275	-26%	$22.2K	$15.8K	-$6.5K	2026-10-27
Sterling Capital Management LLC	INCREASED	572	246	+326	+133%	$5.2K	$11.5K	+$6.4K	2026-10-22
Allworth Financial LP	UNCHANGED	444	444	0	0%	$9.3K	$9.3K	$0	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	334	292	+42	+14%	$6.1K	$6.7K	+$593	2026-11-04
Pension & Wealth Management Advisors, Inc.	NEW	293	—	+293	—	—	$5.9K	—	2026-10-16
SJS Investment Consulting Inc.	INCREASED	205	2	+203	+10150%	$43	$4.1K	+$4.1K	2026-10-26
Essential Partners LLC	INCREASED	187	171	+16	+9%	$3.6K	$3.8K	+$174	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	176	176	0	0%	$3.7K	$3.6K	-$153	2026-11-06
Fortitude Family Office, LLC	INCREASED	170	115	+55	+48%	$2.4K	$3.4K	+$1.0K	2026-10-14
Signaturefd, LLC	UNCHANGED	122	122	0	0%	$2.6K	$2.5K	-$106	2026-10-23
IFP Advisors, Inc	DECREASED	117	126	-9	-7%	$2.7K	$2.4K	-$291	2026-10-16
Silver Grove Financial Group, Inc.	INCREASED	75	22	+53	+241%	$463	$1.5K	+$1.1K	2026-11-05
Root Financial Partners, LLC	NEW	55	—	+55	—	—	$1.1K	—	2026-10-21
Parkside Financial Bank & Trust	INCREASED	55	35	+20	+57%	$737	$1.1K	+$373	2026-10-27
Tounjian Advisory Partners, LLC	UNCHANGED	54	54	0	0%	$1.1K	$1.1K	-$47	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	53	53	0	0%	$1.1K	$1.1K	-$46	2026-10-20
Parallel Advisors, LLC	UNCHANGED	52	52	0	0%	$1.1K	$1.0K	-$45	2026-11-03
US Bancorp \de\	DECREASED	42	53	-11	-21%	$1.1K	$847	-$268	2026-11-05
True Wealth Design, LLC	INCREASED	40	32	+8	+25%	$674	$807	+$133	2026-10-13
Breakwater Investment Management	NEW	21	—	+21	—	—	$424	—	2026-10-20
Covestor Ltd	INCREASED	18	14	+4	+29%	$0	$0	$0	2026-10-30
Provenance Wealth Advisors, LLC	NEW	13	—	+13	—	—	$262	—	2026-10-30
Fifth Third Bancorp	DECREASED	11	171	-160	-94%	$3.6K	$231	-$3.4K	2026-11-05
Caitong International Asset Management Co., Ltd	UNCHANGED	9	9	0	0%	$189	$182	-$7	2026-10-29
GK Wealth Management LLC	NEW	7	—	+7	—	—	$146	—	2026-10-09
Clearstead Advisors, LLC	INCREASED	5	2	+3	+150%	$44	$101	+$57	2026-11-06
James T. Borello RIA	UNCHANGED	5	5	0	0%	$105	$101	-$4	2026-10-16
SBI Securities Co., Ltd.	INCREASED	3	2	+1	+50%	$42	$61	+$19	2026-10-22
Assenagon Asset Management S.A.	CLOSED	0	22,181	-22,181	-100%	$466.7K	$0	-$466.7K	2026-10-15
MCF Advisors LLC	CLOSED	0	435	-435	-100%	$9.2K	$0	-$9.2K	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	48	-48	-100%	$1.0K	$0	-$1.0K	2026-11-06
Wealth Enhancement Trust Services, Inc.	CLOSED	0	5	-5	-100%	$105	$0	-$105	2026-10-07
BlackRock, Inc.	N/A	—	1,765,449	-1,765,449	-100%	$37.1M	—	—	—
Alliancebernstein L.P.	N/A	—	1,341,747	-1,341,747	-100%	$23.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	941,478	-941,478	-100%	$19.8M	—	—	—
American Century Companies Inc	N/A	—	708,418	-708,418	-100%	$14.9M	—	—	—
State Street Corp	N/A	—	468,511	-468,511	-100%	$9.9M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	434,660	-434,660	-100%	$9.1M	—	—	—
Renaissance Technologies LLC	N/A	—	385,947	-385,947	-100%	$8.1M	—	—	—
Acadian Asset Management LLC	N/A	—	361,031	-361,031	-100%	$7.6M	—	—	—
Tradition Wealth Management, LLC	N/A	—	349,549	-349,549	-100%	$7.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	348,022	-348,022	-100%	$7.3M	—	—	—
Next Century Growth Investors LLC	N/A	—	318,380	-318,380	-100%	$6.7M	—	—	—
Two Sigma Investments, LP	N/A	—	308,505	-308,505	-100%	$6.5M	—	—	—
Kennedy Capital Management LLC	N/A	—	282,649	-282,649	-100%	$5.9M	—	—	—
Ancora Advisors LLCA	N/A	—	238,580	-238,580	-100%	$5.0M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	234,060	-234,060	-100%	$4.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	230,264	-230,264	-100%	$4.8M	—	—	—
Hodges Capital Management Inc.	N/A	—	193,390	-193,390	-100%	$4.1M	—	—	—
Northern Trust Corp	N/A	—	186,223	-186,223	-100%	$3.9M	—	—	—
CSM Advisors, LLC	N/A	—	180,420	-180,420	-100%	$3.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	179,768	-179,768	-100%	$3.8M	—	—	—
Morgan Stanley	N/A	—	178,928	-178,928	-100%	$3.8M	—	—	—
Algert Global LLC	N/A	—	169,752	-169,752	-100%	$3.6M	—	—	—
Maltese Capital Management LLC	N/A	—	169,195	-169,195	-100%	$3.6M	—	—	—
JPMorgan Chase & Co	N/A	—	168,967	-168,967	-100%	$3.6M	—	—	—
EJF Capital LP	N/A	—	164,752	-164,752	-100%	$3.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	158,307	-158,307	-100%	$3.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	156,628	-156,628	-100%	$3.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	148,949	-148,949	-100%	$3.1M	—	—	—
AQR Capital Management LLC	N/A	—	142,273	-142,273	-100%	$3.0M	—	—	—
Panagora Asset Management Inc	N/A	—	135,884	-135,884	-100%	$2.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	135,059	-135,059	-100%	$2.8M	—	—	—
Curi Capital, LLC	N/A	—	127,375	-127,375	-100%	$2.7M	—	—	—
Mendon Capital Advisors Corp	N/A	—	127,218	-127,218	-100%	$2.7M	—	—	—
Squarepoint Ops LLC	N/A	—	106,492	-106,492	-100%	$2.2M	—	—	—
Trexquant Investment LP	N/A	—	103,693	-103,693	-100%	$2.2M	—	—	—
Empowered Funds, LLC	N/A	—	99,128	-99,128	-100%	$2.1M	—	—	—
Gator Capital Management, LLC	N/A	—	97,067	-97,067	-100%	$2.0M	—	—	—
Banc Funds Co LLC	N/A	—	96,479	-96,479	-100%	$2.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	95,165	-95,165	-100%	$2.0M	—	—	—
Bleakley Financial Group, LLC	N/A	—	85,503	-85,503	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	83,200	-83,200	-100%	$1.8M	—	—	—
Elgethun Capital Management	N/A	—	77,304	-77,304	-100%	$1.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	60,936	-60,936	-100%	$1.3M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	59,005	-59,005	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	56,833	-56,833	-100%	$1.2M	—	—	—
Millennium Management LLC	N/A	—	53,683	-53,683	-100%	$1.1M	—	—	—
Victory Capital Management Inc	N/A	—	52,150	-52,150	-100%	$1.1M	—	—	—
Citadel Advisors LLC	N/A	—	48,945	-48,945	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	48,748	-48,748	-100%	$1.0M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	45,675	-45,675	-100%	$961.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	37,128	-37,128	-100%	$781.2K	—	—	—
Wells Fargo & Company	N/A	—	28,942	-28,942	-100%	$608.9K	—	—	—
Rhumbline Advisers	N/A	—	28,203	-28,203	-100%	$593.4K	—	—	—
AE Wealth Management LLC	N/A	—	27,226	-27,226	-100%	$572.8K	—	—	—
Invesco Ltd.	N/A	—	24,543	-24,543	-100%	$516.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	22,900	-22,900	-100%	$481.8K	—	—	—
Prosperity Consulting Group, LLC	N/A	—	22,278	-22,278	-100%	$468.7K	—	—	—
Vident Advisory, LLC	N/A	—	21,077	-21,077	-100%	$443.5K	—	—	—
Ameriprise Financial Inc	N/A	—	20,779	-20,779	-100%	$437.2K	—	—	—
Bank of America Corp	N/A	—	20,088	-20,088	-100%	$422.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	19,354	-19,354	-100%	$407.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	18,553	-18,553	-100%	$390.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	17,926	-17,926	-100%	$378.0K	—	—	—
Franklin Resources Inc	N/A	—	17,688	-17,688	-100%	$372.2K	—	—	—
IEQ Capital, LLC	N/A	—	17,542	-17,542	-100%	$369.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	15,632	-15,632	-100%	$328.9K	—	—	—
Ballast Advisors LLC	N/A	—	14,600	-14,600	-100%	$307.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	14,587	-14,587	-100%	$306.9K	—	—	—
NewEdge Advisors, LLC	N/A	—	14,492	-14,492	-100%	$304.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	12,841	-12,841	-100%	$270.2K	—	—	—
Cetera Investment Advisers	N/A	—	12,294	-12,294	-100%	$258.7K	—	—	—
XTX Topco Ltd	N/A	—	11,454	-11,454	-100%	$241.0K	—	—	—
SEI Investments Co	N/A	—	10,858	-10,858	-100%	$228.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,804	-10,804	-100%	$227.3K	—	—	—
Jump Financial, LLC	N/A	—	10,625	-10,625	-100%	$223.6K	—	—	—
Captrust Financial Advisors	N/A	—	10,176	-10,176	-100%	$214.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,921	-9,921	-100%	$208.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,305	-9,305	-100%	$195.8K	—	—	—
New York State Common Retirement Fund	N/A	—	9,074	-9,074	-100%	$190.9K	—	—	—
Royal Bank of Canada	N/A	—	6,437	-6,437	-100%	$136.0K	—	—	—
UBS Group AG	N/A	—	6,103	-6,103	-100%	$128.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,816	-5,816	-100%	$122.4K	—	—	—
Harbour Investments, Inc.	N/A	—	5,802	-5,802	-100%	$122.1K	—	—	—
FMR LLC	N/A	—	5,491	-5,491	-100%	$115.5K	—	—	—
Palouse Capital Management, Inc.	N/A	—	4,814	-4,814	-100%	$101.3K	—	—	—
Legal & General Group Plc	N/A	—	2,133	-2,133	-100%	$44.9K	—	—	—
Arax Advisory Partners	N/A	—	2,099	-2,099	-100%	$44.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,907	-1,907	-100%	$40.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,500	-1,500	-100%	$31.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	978	-978	-100%	$20.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	698	-698	-100%	$14.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	598	-598	-100%	$12.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	506	-506	-100%	$10.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	382	-382	-100%	$8.0K	—	—	—
California State Teachers Retirement System	N/A	—	293	-293	-100%	$6.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	275	-275	-100%	$5.8K	—	—	—
Bessemer Group Inc	N/A	—	105	-105	-100%	$2	—	—	—
Rothschild Investment LLC	N/A	—	97	-97	-100%	$2.0K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.1K	—	—	—
Raffa Wealth Management, LLC	N/A	—	47	-47	-100%	$989	—	—	—

Showing 157 of 157 institutions