IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Burke & Herbert Financial SE (BHRB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Endeavour Capital Advisors Inc
INCREASED
Shares504,989 from 459,176
Change+45,813 (+10%)
Value$34.6M (+$1.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares477,144 from 452,257
Change+24,887 (+6%)
Value$32.7M (+$232.6K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares476,525 from 462,137
Change+14,388 (+3%)
Value$32.7M (-$519.7K)
Filed 2026-11-06
Hutchinson Capital Management
DECREASED
Shares257,580 from 259,080
Change-1,500 (-1%)
Value$17.7M (-$947.5K)
Filed 2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED
Shares208,035 from 217,742
Change-9,707 (-4%)
Value$14.3M (-$1.4M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares110,993 from 105,134
Change+5,859 (+6%)
Value$7.6M (+$59.2K)
Filed 2026-11-05
Verdence Capital Advisors LLC
UNCHANGED
Shares78,746 from 78,746
Change0 (0%)
Value$5.4M (-$256.7K)
Filed 2026-10-26
Jupiter Asset Management LTD
INCREASED
Shares73,623 from 64,238
Change+9,385 (+15%)
Value$5.1M (+$434.4K)
Filed 2026-11-10
Principal Financial Group Inc
INCREASED
Shares59,900 from 17,766
Change+42,134 (+237%)
Value$4.1M (+$2.8M)
Filed 2026-11-02
Royce & Associates LP
DECREASED
Shares50,873 from 54,973
Change-4,100 (-7%)
Value$3.5M (-$460.5K)
Filed 2026-11-09
Russell Investments Group, Ltd.
INCREASED
Shares35,010 from 35,003
Change+7 (+0%)
Value$2.4M (-$113.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares31,624 from 31,620
Change+4 (+0%)
Value$2.2M (-$102.8K)
Filed 2026-11-02
LSV Asset Management
UNCHANGED
Shares26,200 from 26,200
Change0 (0%)
Value$1.8M (-$86.0K)
Filed 2026-11-06
Salzhauer Michael
INCREASED
Shares24,121 from 20,219
Change+3,902 (+19%)
Value$1.7M (+$201.8K)
Filed 2026-10-28
Moors & Cabot, Inc.
DECREASED
Shares23,231 from 24,858
Change-1,627 (-7%)
Value$1.6M (-$192.6K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares22,569 from 22,199
Change+370 (+2%)
Value$1.5M (-$47.0K)
Filed 2026-11-02
Fifth Third Bancorp
UNCHANGED
Shares21,876 from 21,876
Change0 (0%)
Value$1.5M (-$71.3K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares21,837 from 21,230
Change+607 (+3%)
Value$1.5M (-$27.6K)
Filed 2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares20,895 from 20,895
Change0 (0%)
Value$1.4M (-$68.1K)
Filed 2026-10-27
Deutsche Bank Ag\
INCREASED
Shares16,278 from 15,464
Change+814 (+5%)
Value$1.1M (+$5.4K)
Filed 2026-11-06
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED
Shares15,874 from 15,093
Change+781 (+5%)
Value$1.1M (+$4.4K)
Filed 2026-11-10
Enhancing Capital LLC
UNCHANGED
Shares15,508 from 15,508
Change0 (0%)
Value$1.1M (-$50.6K)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares14,576 from 18,186
Change-3,610 (-20%)
Value$999.9K (-$306.9K)
Filed 2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED
Shares14,260 from 7,540
Change+6,720 (+89%)
Value$978.2K (+$436.4K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,145 from 12,434
Change+711 (+6%)
Value$906.4K (+$32.3K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares11,998 from 11,998
Change0 (0%)
Value$823.1K (-$39.1K)
Filed 2026-10-14
LPL Financial LLC
INCREASED
Shares8,797 from 8,362
Change+435 (+5%)
Value$603.4K (+$2.6K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares8,487 from 8,483
Change+4 (+0%)
Value$582.2K (-$27.4K)
Filed 2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares7,429 from 5,685
Change+1,744 (+31%)
Value$509.6K (+$101.1K)
Filed 2026-10-27
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares7,368 from 7,365
Change+3 (+0%)
Value$505.5K (-$23.8K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares7,320 from 5,601
Change+1,719 (+31%)
Value$502.2K (+$99.7K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares7,200 from 8,200
Change-1,000 (-12%)
Value$493.9K (-$95.3K)
Filed 2026-10-28
LS Investment Advisors, LLC
UNCHANGED
Shares6,856 from 6,856
Change0 (0%)
Value$470.3K (-$22.4K)
Filed 2026-10-13
NTV Asset Management LLC
NEW
Shares6,774
Change+6,774
Value$464.7K
Filed 2026-10-23
Bailard, Inc.
NEW
Shares6,351
Change+6,351
Value$435.7K
Filed 2026-10-13
Tctc Holdings, LLC
UNCHANGED
Shares6,303 from 6,303
Change0 (0%)
Value$432.4K (-$20.5K)
Filed 2026-11-02
Squarepoint Ops LLC
NEW
Shares5,282
Change+5,282
Value$362.3K
Filed 2026-11-09
Sterling Capital Management LLC
INCREASED
Shares4,858 from 4,828
Change+30 (+1%)
Value$333.3K (-$13.7K)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares4,681 from 4,575
Change+106 (+2%)
Value$321.1K (-$7.6K)
Filed 2026-11-03
Fidelity D & D Bancorp Inc
DECREASED
Shares4,454 from 5,227
Change-773 (-15%)
Value$305.5K (-$70.1K)
Filed 2026-11-05
Canton Hathaway, LLC
NEW
Shares4,446
Change+4,446
Value$305.0K
Filed 2026-10-23
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares4,406 from 4,406
Change0 (0%)
Value$302.3K (-$14.4K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$296.4K (-$14.1K)
Filed 2026-10-27
Ritholtz Wealth Management
DECREASED
Shares4,224 from 4,329
Change-105 (-2%)
Value$289.8K (-$21.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares4,099 from 4,129
Change-30 (-1%)
Value$281.2K (-$15.5K)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares4,088 from 4,365
Change-277 (-6%)
Value$280.4K (-$33.2K)
Filed 2026-10-30
Lowe Brockenbrough & Co Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$240.1K (-$11.4K)
Filed 2026-11-09
PlanVest Financial, Inc
INCREASED
Shares3,271 from 3,262
Change+9 (+0%)
Value$224.4K (-$10.0K)
Filed 2026-11-09
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares3,218 from 3,218
Change0 (0%)
Value$220.8K (-$10.5K)
Filed 2026-10-09
Pictet Asset Management Holding SA
UNCHANGED
Shares2,978 from 2,978
Change0 (0%)
Value$204.3K (-$9.7K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$151.6K (-$7.2K)
Filed 2026-11-06
First United Bank & Trust
UNCHANGED
Shares2,202 from 2,202
Change0 (0%)
Value$151.1K (-$7.2K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares1,505 from 55
Change+1,450 (+2636%)
Value$103.3K (+$99.3K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares1,485 from 1,457
Change+28 (+2%)
Value$101.9K (-$2.8K)
Filed 2026-11-05
Fortitude Family Office, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$60.7K (-$2.9K)
Filed 2026-10-14
State of Alaska, Department of Revenue
INCREASED
Shares808 from 606
Change+202 (+33%)
Value$55.0K (+$55.0K)
Filed 2026-10-15
Motco
NEW
Shares585
Change+585
Value$40.1K
Filed 2026-11-09
City Holding Co
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$20.7K (-$984)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$14.7K (-$698)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares168 from 137
Change+31 (+23%)
Value$11.5K (+$1.7K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.3K (-$489)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares139 from 137
Change+2 (+1%)
Value$9.5K (-$310)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$9.8K ($0)
Filed 2026-11-06
Nisa Investment Advisors, LLC
DECREASED
Shares130 from 154
Change-24 (-16%)
Value$8.9K (-$2.1K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$8.8K (-$421)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares111 from 156
Change-45 (-29%)
Value$7.6K (-$3.6K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$6.9K (-$273)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares86 from 78
Change+8 (+10%)
Value$5.9K (+$295)
Filed 2026-10-08
Harbor Capital Advisors, Inc.
INCREASED
Shares85 from 53
Change+32 (+60%)
Value$6 (+$2)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares78 from 57
Change+21 (+37%)
Value$5.4K (+$1.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares71 from 1
Change+70 (+7000%)
Value$4.9K (+$4.8K)
Filed 2026-10-26
UMB Bank, n.a.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$4.0K (-$189)
Filed 2026-11-06
Advocate Investing Services LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.4K (-$163)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$3.2K (-$150)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares44
Change+44
Value$3.0K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares44 from 1
Change+43 (+4300%)
Value$3.0K (+$2.9K)
Filed 2026-10-08
True Wealth Design, LLC
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$1.6K (-$6)
Filed 2026-10-13
Clark Wealth Partners
NEW
Shares20
Change+20
Value$1.4K
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.2K (-$56)
Filed 2026-10-27
Clearstead Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$824 (-$39)
Filed 2026-11-06
Hughes Financial Services, LLC
NEW
Shares2
Change+2
Value$142
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$137
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$137 (-$79)
Filed 2026-10-22
Philadelphia Trust Co
CLOSED
Shares0 from 9,858
Change-9,858 (-100%)
Value$0 (-$708.0K)
Filed 2026-11-05
Alps Advisors Inc
CLOSED
Shares0 from 8,081
Change-8,081 (-100%)
Value$0 (-$580.7K)
Filed 2026-11-03
Bernardo Wealth Planning LLC
CLOSED
Shares0 from 3,858
Change-3,858 (-100%)
Value$0 (-$277.3K)
Filed 2026-10-23
Intech Investment Management LLC
CLOSED
Shares0 from 2,935
Change-2,935 (-100%)
Value$0 (-$210.9K)
Filed 2026-11-09
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 2,818
Change-2,818 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-01
Strs Ohio
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$122.2K)
Filed 2026-10-30
New York State Teachers Retirement System
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$107.0K)
Filed 2026-10-22
Heritage Wealth Advisors
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$47.9K)
Filed 2026-11-09
Covestor Ltd
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 1,218,420
Change-1,218,420 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 750,129
Change-750,129 (-100%)
Value—
State Street Corp
N/A
Shares— from 557,547
Change-557,547 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 489,212
Change-489,212 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 325,388
Change-325,388 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 172,880
Change-172,880 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 151,090
Change-151,090 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 146,645
Change-146,645 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 138,438
Change-138,438 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 125,036
Change-125,036 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 116,041
Change-116,041 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 111,057
Change-111,057 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 104,444
Change-104,444 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 96,630
Change-96,630 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 85,977
Change-85,977 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 84,287
Change-84,287 (-100%)
Value—
Fourthstone LLC
N/A
Shares— from 84,248
Change-84,248 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 82,740
Change-82,740 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 82,374
Change-82,374 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 71,532
Change-71,532 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 63,940
Change-63,940 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 63,604
Change-63,604 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 55,003
Change-55,003 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 52,416
Change-52,416 (-100%)
Value—
UBS Group AG
N/A
Shares— from 47,336
Change-47,336 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 43,156
Change-43,156 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 42,189
Change-42,189 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,922
Change-38,922 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 37,570
Change-37,570 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 37,464
Change-37,464 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 33,300
Change-33,300 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,737
Change-32,737 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 27,658
Change-27,658 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 26,599
Change-26,599 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 26,047
Change-26,047 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 24,768
Change-24,768 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 24,609
Change-24,609 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24,343
Change-24,343 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 22,981
Change-22,981 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,965
Change-20,965 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,532
Change-20,532 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,176
Change-20,176 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 19,657
Change-19,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,261
Change-18,261 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,017
Change-18,017 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 16,074
Change-16,074 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,708
Change-14,708 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,665
Change-14,665 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,655
Change-13,655 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,732
Change-10,732 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
HoldCo Asset Management, LPA
N/A
Shares— from 10,480
Change-10,480 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 9,203
Change-9,203 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,912
Change-8,912 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 8,715
Change-8,715 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 8,711
Change-8,711 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,133
Change-8,133 (-100%)
Value—
&partners
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 7,923
Change-7,923 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,484
Change-7,484 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,716
Change-4,716 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 938
Change-938 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 710
Change-710 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 202
Change-202 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 175
Change-175 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 107
Change-107 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 53
Change-53 (-100%)
Value—
Quarry LP
N/A
Shares— from 38
Change-38 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Endeavour Capital Advisors Inc
INCREASED504,989459,176+45,813+10%$33.0M$34.6M+$1.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED477,144452,257+24,887+6%$32.5M$32.7M+$232.6K2026-11-04
Geode Capital Management, LLC
INCREASED476,525462,137+14,388+3%$33.2M$32.7M-$519.7K2026-11-06
Hutchinson Capital Management
DECREASED257,580259,080-1,500-1%$18.6M$17.7M-$947.5K2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED208,035217,742-9,707-4%$15.6M$14.3M-$1.4M2026-11-02
Bank of New York Mellon Corp
INCREASED110,993105,134+5,859+6%$7.6M$7.6M+$59.2K2026-11-05
Verdence Capital Advisors LLC
UNCHANGED78,74678,74600%$5.7M$5.4M-$256.7K2026-10-26
Jupiter Asset Management LTD
INCREASED73,62364,238+9,385+15%$4.6M$5.1M+$434.4K2026-11-10
Principal Financial Group Inc
INCREASED59,90017,766+42,134+237%$1.3M$4.1M+$2.8M2026-11-02
Royce & Associates LP
DECREASED50,87354,973-4,100-7%$4.0M$3.5M-$460.5K2026-11-09
Russell Investments Group, Ltd.
INCREASED35,01035,003+7+0%$2.5M$2.4M-$113.6K2026-11-06
Kestra Advisory Services, LLC
INCREASED31,62431,620+4+0%$2.3M$2.2M-$102.8K2026-11-02
LSV Asset Management
UNCHANGED26,20026,20000%$1.9M$1.8M-$86.0K2026-11-06
Salzhauer Michael
INCREASED24,12120,219+3,902+19%$1.5M$1.7M+$201.8K2026-10-28
Moors & Cabot, Inc.
DECREASED23,23124,858-1,627-7%$1.8M$1.6M-$192.6K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED22,56922,199+370+2%$1.6M$1.5M-$47.0K2026-11-02
Fifth Third Bancorp
UNCHANGED21,87621,87600%$1.6M$1.5M-$71.3K2026-11-05
Barclays PLC
INCREASED21,83721,230+607+3%$1.5M$1.5M-$27.6K2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED20,89520,89500%$1.5M$1.4M-$68.1K2026-10-27
Deutsche Bank Ag\
INCREASED16,27815,464+814+5%$1.1M$1.1M+$5.4K2026-11-06
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED15,87415,093+781+5%$1.1M$1.1M+$4.4K2026-11-10
Enhancing Capital LLC
UNCHANGED15,50815,50800%$1.1M$1.1M-$50.6K2026-10-26
Citigroup Inc
DECREASED14,57618,186-3,610-20%$1.3M$999.9K-$306.9K2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED14,2607,540+6,720+89%$541.8K$978.2K+$436.4K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED13,14512,434+711+6%$874.1K$906.4K+$32.3K2026-10-13
Davenport & Co LLC
UNCHANGED11,99811,99800%$862.2K$823.1K-$39.1K2026-10-14
LPL Financial LLC
INCREASED8,7978,362+435+5%$600.9K$603.4K+$2.6K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED8,4878,483+4+0%$609.6K$582.2K-$27.4K2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED7,4295,685+1,744+31%$408.5K$509.6K+$101.1K2026-10-27
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED7,3687,365+3+0%$529.2K$505.5K-$23.8K2026-10-13
Creative Planning
INCREASED7,3205,601+1,719+31%$402.5K$502.2K+$99.7K2026-11-02
Modera Wealth Management, LLC
DECREASED7,2008,200-1,000-12%$589.3K$493.9K-$95.3K2026-10-28
LS Investment Advisors, LLC
UNCHANGED6,8566,85600%$492.7K$470.3K-$22.4K2026-10-13
NTV Asset Management LLC
NEW6,774—+6,774——$464.7K—2026-10-23
Bailard, Inc.
NEW6,351—+6,351——$435.7K—2026-10-13
Tctc Holdings, LLC
UNCHANGED6,3036,30300%$452.9K$432.4K-$20.5K2026-11-02
Squarepoint Ops LLC
NEW5,282—+5,282——$362.3K—2026-11-09
Sterling Capital Management LLC
INCREASED4,8584,828+30+1%$346.9K$333.3K-$13.7K2026-10-22
Arizona State Retirement System
INCREASED4,6814,575+106+2%$328.8K$321.1K-$7.6K2026-11-03
Fidelity D & D Bancorp Inc
DECREASED4,4545,227-773-15%$375.6K$305.5K-$70.1K2026-11-05
Canton Hathaway, LLC
NEW4,446—+4,446——$305.0K—2026-10-23
Police & Firemen's Retirement System of New Jersey
UNCHANGED4,4064,40600%$316.6K$302.3K-$14.4K2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED4,3204,32000%$310.4K$296.4K-$14.1K2026-10-27
Ritholtz Wealth Management
DECREASED4,2244,329-105-2%$311.1K$289.8K-$21.3K2026-11-05
Commonwealth Equity Services, LLC
DECREASED4,0994,129-30-1%$296.7K$281.2K-$15.5K2026-11-02
Truist Financial Corp
DECREASED4,0884,365-277-6%$313.7K$280.4K-$33.2K2026-10-30
Lowe Brockenbrough & Co Inc
UNCHANGED3,5003,50000%$251.5K$240.1K-$11.4K2026-11-09
PlanVest Financial, Inc
INCREASED3,2713,262+9+0%$234.4K$224.4K-$10.0K2026-11-09
Graves Light Lenhart Wealth, Inc.
UNCHANGED3,2183,21800%$231.2K$220.8K-$10.5K2026-10-09
Pictet Asset Management Holding SA
UNCHANGED2,9782,97800%$214.0K$204.3K-$9.7K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED2,2102,21000%$158.8K$151.6K-$7.2K2026-11-06
First United Bank & Trust
UNCHANGED2,2022,20200%$158.2K$151.1K-$7.2K2026-10-22
Signaturefd, LLC
INCREASED1,50555+1,450+2636%$4.0K$103.3K+$99.3K2026-10-23
Larson Financial Group LLC
INCREASED1,4851,457+28+2%$104.7K$101.9K-$2.8K2026-11-05
Fortitude Family Office, LLC
UNCHANGED88588500%$63.6K$60.7K-$2.9K2026-10-14
State of Alaska, Department of Revenue
INCREASED808606+202+33%$43$55.0K+$55.0K2026-10-15
Motco
NEW585—+585——$40.1K—2026-11-09
City Holding Co
UNCHANGED30230200%$21.7K$20.7K-$9842026-10-19
Versant Capital Management, Inc
UNCHANGED21421400%$15.4K$14.7K-$6982026-10-02
US Bancorp \de\
INCREASED168137+31+23%$9.8K$11.5K+$1.7K2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED15015000%$10.8K$10.3K-$4892026-10-16
EverSource Wealth Advisors, LLC
INCREASED139137+2+1%$9.8K$9.5K-$3102026-11-04
Allworth Financial LP
UNCHANGED13613600%$9.8K$9.8K$02026-11-06
Nisa Investment Advisors, LLC
DECREASED130154-24-16%$11.1K$8.9K-$2.1K2026-10-20
IFP Advisors, Inc
UNCHANGED12912900%$9.3K$8.8K-$4212026-10-16
Essential Partners LLC
DECREASED111156-45-29%$11.2K$7.6K-$3.6K2026-10-14
Bare Financial Services, Inc
INCREASED101100+1+1%$7.2K$6.9K-$2732026-11-04
Gamma Investing LLC
INCREASED8678+8+10%$5.6K$5.9K+$2952026-10-08
Harbor Capital Advisors, Inc.
INCREASED8553+32+60%$4$6+$22026-10-22
Silver Grove Financial Group, Inc.
INCREASED7857+21+37%$4.1K$5.4K+$1.3K2026-11-05
SJS Investment Consulting Inc.
INCREASED711+70+7000%$72$4.9K+$4.8K2026-10-26
UMB Bank, n.a.
UNCHANGED585800%$4.2K$4.0K-$1892026-11-06
Advocate Investing Services LLC
UNCHANGED505000%$3.6K$3.4K-$1632026-10-26
Parallel Advisors, LLC
UNCHANGED464600%$3.3K$3.2K-$1502026-11-03
Root Financial Partners, LLC
NEW44—+44——$3.0K—2026-10-21
Farther Finance Advisors, LLC
INCREASED441+43+4300%$72$3.0K+$2.9K2026-10-08
True Wealth Design, LLC
INCREASED2423+1+4%$1.7K$1.6K-$62026-10-13
Clark Wealth Partners
NEW20—+20——$1.4K—2026-10-19
Pinnacle Wealth Planning Services, Inc.
UNCHANGED171700%$1.2K$1.2K-$562026-10-27
Clearstead Advisors, LLC
UNCHANGED121200%$863$824-$392026-11-06
Hughes Financial Services, LLC
NEW2—+2——$142—2026-10-30
Ascentis Wealth Management, LLC
NEW2—+2——$137—2026-11-03
SBI Securities Co., Ltd.
DECREASED23-1-33%$216$137-$792026-10-22
Philadelphia Trust Co
CLOSED09,858-9,858-100%$708.0K$0-$708.0K2026-11-05
Alps Advisors Inc
CLOSED08,081-8,081-100%$580.7K$0-$580.7K2026-11-03
Bernardo Wealth Planning LLC
CLOSED03,858-3,858-100%$277.3K$0-$277.3K2026-10-23
Intech Investment Management LLC
CLOSED02,935-2,935-100%$210.9K$0-$210.9K2026-11-09
Stonebridge Financial Group, LLC
CLOSED02,818-2,818-100%$202.5K$0-$202.5K2026-10-01
Strs Ohio
CLOSED01,700-1,700-100%$122.2K$0-$122.2K2026-10-30
New York State Teachers Retirement System
CLOSED01,494-1,494-100%$107.0K$0-$107.0K2026-10-22
Heritage Wealth Advisors
CLOSED0666-666-100%$47.9K$0-$47.9K2026-11-09
Covestor Ltd
CLOSED028-28-100%$2.0K$0-$2.0K2026-10-30
BlackRock, Inc.
N/A—1,218,420-1,218,420-100%$87.6M———
Vanguard Capital Management LLC
N/A—750,129-750,129-100%$53.9M———
State Street Corp
N/A—557,547-557,547-100%$40.1M———
American Century Companies Inc
N/A—489,212-489,212-100%$35.2M———
Alliancebernstein L.P.
N/A—325,388-325,388-100%$20.3M———
Goldman Sachs Group Inc
N/A—172,880-172,880-100%$12.4M———
Northern Trust Corp
N/A—151,090-151,090-100%$10.9M———
Vanguard Portfolio Management LLC
N/A—146,645-146,645-100%$10.5M———
Charles Schwab Investment Management Inc
N/A—138,438-138,438-100%$9.9M———
Citadel Advisors LLC
N/A—125,036-125,036-100%$9.0M———
Bridgeway Capital Management, LLC
N/A—116,041-116,041-100%$8.3M———
Vanguard Fiduciary Trust Co
N/A—111,057-111,057-100%$8.0M———
Hotchkis & Wiley Capital Management LLC
N/A—104,444-104,444-100%$7.5M———
Two Sigma Investments, LP
N/A—96,630-96,630-100%$6.9M———
Morgan Stanley
N/A—85,977-85,977-100%$6.2M———
JPMorgan Chase & Co
N/A—84,287-84,287-100%$6.1M———
Fourthstone LLC
N/A—84,248-84,248-100%$6.1M———
CSM Advisors, LLC
N/A—82,740-82,740-100%$5.9M———
Banc Funds Co LLC
N/A—82,374-82,374-100%$5.9M———
Empowered Funds, LLC
N/A—71,532-71,532-100%$5.1M———
Stieven Capital Advisors, L.P.
N/A—63,940-63,940-100%$4.6M———
AQR Capital Management LLC
N/A—63,604-63,604-100%$4.6M———
Numerai GP LLC
N/A—55,003-55,003-100%$4.0M———
BNP Paribas Financial Markets
N/A—52,416-52,416-100%$3.8M———
UBS Group AG
N/A—47,336-47,336-100%$3.4M———
Pinnacle Holdings, LLC
N/A—43,156-43,156-100%$3.1M———
Segall Bryant & Hamill, LLC
N/A—42,189-42,189-100%$3.0M———
Nuveen, LLC
N/A—39,512-39,512-100%$2.8M———
HRT Financial LP
N/A—38,922-38,922-100%$2.8M———
Bank of America Corp
N/A—37,570-37,570-100%$2.7M———
Voleon Capital Management LP
N/A—37,464-37,464-100%$2.7M———
Swiss National Bank
N/A—33,300-33,300-100%$2.4M———
XTX Topco Ltd
N/A—32,737-32,737-100%$2.4M———
Wells Fargo & Company
N/A—27,658-27,658-100%$2.0M———
D. E. Shaw & Co., Inc.
N/A—26,599-26,599-100%$1.9M———
Qube Research & Technologies Ltd
N/A—26,047-26,047-100%$1.9M———
First Trust Advisors LP
N/A—24,768-24,768-100%$1.8M———
Millennium Management LLC
N/A—24,609-24,609-100%$1.8M———
Franklin Resources Inc
N/A—24,343-24,343-100%$1.7M———
Price T Rowe Associates Inc
N/A—22,981-22,981-100%$1.7M———
Renaissance Technologies LLC
N/A—20,965-20,965-100%$1.5M———
Rhumbline Advisers
N/A—20,532-20,532-100%$1.5M———
Quantinno Capital Management LP
N/A—20,176-20,176-100%$1.4M———
California State Teachers Retirement System
N/A—19,752-19,752-100%$1.4M———
Invesco Ltd.
N/A—19,657-19,657-100%$1.4M———
Mercer Global Advisors Inc
N/A—18,261-18,261-100%$1.3M———
UBS Asset Management Americas LLC
N/A—18,017-18,017-100%$1.3M———
Quadrature Capital Ltd
N/A—17,974-17,974-100%$1.3M———
Legal & General Group Plc
N/A—16,074-16,074-100%$1.2M———
Natixis Advisors, LLC
N/A—14,708-14,708-100%$1.1M———
Raymond James Financial Inc
N/A—14,665-14,665-100%$1.1M———
Wealthspire Advisors, LLC
N/A—13,655-13,655-100%$981.2K———
Balyasny Asset Management L.P.
N/A—13,576-13,576-100%$975.6K———
Wealth Management Associates, Inc.
N/A—13,369-13,369-100%$960.7K———
Brown Advisory Inc
N/A—13,200-13,200-100%$948.6K———
Vanguard Asset Management, Ltd
N/A—13,163-13,163-100%$945.9K———
Baird Financial Group, Inc.
N/A—12,120-12,120-100%$870.9K———
Mangrove Partners IM, LLC
N/A—11,034-11,034-100%$792.9K———
Select Asset Management & Trust
N/A—10,831-10,831-100%$778.0K———
Ameriprise Financial Inc
N/A—10,732-10,732-100%$771.2K———
Quattro Advisors LLC
N/A—10,670-10,670-100%$766.7K———
HoldCo Asset Management, LPA
N/A—10,480-10,480-100%$753.1K———
Rafferty Asset Management, LLC
N/A—10,222-10,222-100%$734.6K———
Osaic Holdings, Inc.
N/A—9,974-9,974-100%$716.8K———
MetLife Investment Management, LLC
N/A—9,489-9,489-100%$681.9K———
Pacific Ridge Capital Partners, LLC
N/A—9,203-9,203-100%$661.3K———
SG Americas Securities, LLC
N/A—8,912-8,912-100%$640.0K———
Passive Capital Management, Llc.
N/A—8,715-8,715-100%$543.0K———
Voloridge Investment Management, LLC
N/A—8,711-8,711-100%$626.0K———
Atlantic Union Bankshares Corp
N/A—8,467-8,467-100%$608.4K———
Summit Trail Advisors, LLC
N/A—8,268-8,268-100%$594.1K———
Schonfeld Strategic Advisors LLC
N/A—8,133-8,133-100%$584.4K———
&partners
N/A—8,000-8,000-100%$574.9K———
ExodusPoint Capital Management, LP
N/A—7,923-7,923-100%$569.3K———
Jain Global LLC
N/A—7,726-7,726-100%$555.2K———
Vanguard Global Advisers, LLC
N/A—7,484-7,484-100%$537.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,119-7,119-100%$511.6K———
Mariner, LLC
N/A—7,066-7,066-100%$507.8K———
Aigen Investment Management, LP
N/A—6,931-6,931-100%$498.1K———
Captrust Financial Advisors
N/A—6,714-6,714-100%$482.5K———
Pathstone Holdings, LLC
N/A—6,626-6,626-100%$476.1K———
New York State Common Retirement Fund
N/A—6,459-6,459-100%$464.1K———
SEI Investments Co
N/A—6,428-6,428-100%$461.9K———
Jupiter Topco LLC
N/A—6,200-6,200-100%$446.3K———
Prudential Financial Inc
N/A—6,119-6,119-100%$439.7K———
Royal Bank of Canada
N/A—5,787-5,787-100%$415.0K———
Sequoia Financial Advisors, LLC
N/A—5,664-5,664-100%$407.0K———
Focus Partners Wealth
N/A—5,304-5,304-100%$381.1K———
Freestone Grove Partners LP
N/A—5,067-5,067-100%$364.1K———
Brevan Howard Capital Management LP
N/A—4,872-4,872-100%$350.1K———
Stifel Financial Corp
N/A—4,755-4,755-100%$341.7K———
Vanguard Investments Australia, Ltd.
N/A—4,716-4,716-100%$338.9K———
O'shaughnessy Asset Management, LLC
N/A—4,668-4,668-100%$335.4K———
Aquatic Capital Management LLC
N/A—4,555-4,555-100%$327.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,521-4,521-100%$324.9K———
Atom Investors LP
N/A—4,427-4,427-100%$318.1K———
Cetera Investment Advisers
N/A—4,109-4,109-100%$295.3K———
Manufacturers Life Insurance Company, the
N/A—4,054-4,054-100%$291.3K———
KLP Kapitalforvaltning AS
N/A—3,800-3,800-100%$273.1K———
Ceeto Capital Group, LLC
N/A—3,536-3,536-100%$254.0K———
Virtu Financial LLC
N/A—3,478-3,478-100%$250.0K———
Voya Investment Management LLC
N/A—3,236-3,236-100%$232.5K———
Allstate Corp
N/A—2,909-2,909-100%$209.0K———
FMR LLC
N/A—1,955-1,955-100%$140.5K———
Ameritas Investment Partners, Inc.
N/A—1,421-1,421-100%$102.1K———
Federated Hermes, Inc.
N/A—1,395-1,395-100%$100.2K———
Arax Advisory Partners
N/A—938-938-100%$67.4K———
Tower Research Capital LLC (TRC)
N/A—710-710-100%$51.0K———
HHM Wealth Advisors, LLC
N/A—560-560-100%$40.2K———
Steward Partners Investment Advisory, LLC
N/A—400-400-100%$28.7K———
Northwestern Mutual Wealth Management Co
N/A—202-202-100%$14.5K———
Smartleaf Asset Management LLC
N/A—189-189-100%$13.6K———
Quantbot Technologies LP
N/A—175-175-100%$12.6K———
LOS Angeles Capital Management LLC
N/A—144-144-100%$10.3K———
Optiver Holding B.V.
N/A—107-107-100%$7.7K———
Jones Financial Companies Lllp
N/A—53-53-100%$3.8K———
Quarry LP
N/A—38-38-100%$2.7K———
Rothschild Investment LLC
N/A—29-29-100%$2.1K———
SHP Wealth Management
N/A—20-20-100%$1.4K———
Continuum Advisory, LLC
N/A—17-17-100%$1.2K———
Kilter Group LLC
N/A—2-2-100%$144———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$72———
Global Retirement Partners, LLC
N/A—1-1-100%$72———
Showing 215 of 215 institutions