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CNB Financial Corp (CCNE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,611,381 from 1,562,773
Change+48,608 (+3%)
Value$53.6M (+$945.4K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares940,181 from 942,210
Change-2,029 (0%)
Value$31.3M (-$472.7K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares153,161 from 156,808
Change-3,647 (-2%)
Value$5.1M (-$188.8K)
Filed 2026-11-05
Fisher Asset Management, LLC
DECREASED
Shares63,916 from 67,501
Change-3,585 (-5%)
Value$2.1M (-$148.3K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares63,100 from 65,000
Change-1,900 (-3%)
Value$2.1M (-$91.0K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares60,351 from 51,562
Change+8,789 (+17%)
Value$2.0M (+$270.3K)
Filed 2026-11-02
Principal Financial Group Inc
NEW
Shares51,551
Change+51,551
Value$1.7M
Filed 2026-11-02
Philadelphia Trust Co
UNCHANGED
Shares38,738 from 38,738
Change0 (0%)
Value$1.3M (-$17.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares37,636 from 38,252
Change-616 (-2%)
Value$1.3M (-$36.9K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
NEW
Shares34,722
Change+34,722
Value$1.2M
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares31,263 from 41,381
Change-10,118 (-24%)
Value$1.0M (-$355.0K)
Filed 2026-11-05
Unison Advisors LLC
INCREASED
Shares30,210 from 30,041
Change+169 (+1%)
Value$1.0M (-$7.3K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares28,704 from 31,117
Change-2,413 (-8%)
Value$955.3K (-$93.7K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28,383 from 27,159
Change+1,224 (+5%)
Value$954.8K (+$41.7K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares18,674 from 18,674
Change0 (0%)
Value$621.5K (-$8.0K)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares18,068 from 29,209
Change-11,141 (-38%)
Value$601.3K (-$383.3K)
Filed 2026-11-04
Alps Advisors Inc
NEW
Shares16,760
Change+16,760
Value$557.8K
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares16,726 from 15,411
Change+1,315 (+9%)
Value$556.7K (+$37.2K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares16,491 from 15,843
Change+648 (+4%)
Value$548.8K (+$14.8K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares15,194 from 12,170
Change+3,024 (+25%)
Value$505.7K (+$95.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares13,476 from 13,476
Change0 (0%)
Value$448.0K (-$6.0K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED
Shares13,468 from 15,478
Change-2,010 (-13%)
Value$448.2K (-$73.5K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares13,289 from 13,508
Change-219 (-2%)
Value$442.3K (-$13.1K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares12,953 from 12,952
Change+1 (+0%)
Value$431.1K (-$5.5K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares10,683 from 10,811
Change-128 (-1%)
Value$355.5K (-$8.9K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares10,459
Change+10,459
Value$348.1K
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares9,762 from 9,782
Change-20 (0%)
Value$324.9K (-$4.9K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,142 from 10,025
Change-883 (-9%)
Value$304.2K (-$33.7K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares7,924 from 7,768
Change+156 (+2%)
Value$263.7K (+$1.9K)
Filed 2026-11-03
Park Capital Management, LLC / WI
UNCHANGED
Shares7,360 from 7,360
Change0 (0%)
Value$244.9K (-$3.2K)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
INCREASED
Shares6,850 from 6,845
Change+5 (+0%)
Value$228.0K (-$2.8K)
Filed 2026-10-14
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares5,517 from 5,517
Change0 (0%)
Value$184.9K (-$2.1K)
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares3,457 from 3,160
Change+297 (+9%)
Value$77.0K (-$991)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares3,165 from 3,261
Change-96 (-3%)
Value$105.3K (-$4.6K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares2,305 from 3,825
Change-1,520 (-40%)
Value$77.6K (-$53.8K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
INCREASED
Shares2,221 from 2,006
Change+215 (+11%)
Value$73.9K (+$6.3K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares2,218
Change+2,218
Value$73.8K
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$43.3K (-$559)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,051 from 1,187
Change-136 (-11%)
Value$35.0K (-$5.0K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$31.8K (-$411)
Filed 2026-10-27
Peoples Financial Services Corp.
DECREASED
Shares907 from 1,138
Change-231 (-20%)
Value$30.2K (-$8.2K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$18.8K (-$244)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares544 from 597
Change-53 (-9%)
Value$18.1K (-$2.0K)
Filed 2026-10-23
Fortitude Family Office, LLC
NEW
Shares428
Change+428
Value$14.2K
Filed 2026-10-14
Harbor Capital Advisors, Inc.
DECREASED
Shares370 from 387
Change-17 (-4%)
Value$12 (-$13.0K)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares342 from 360
Change-18 (-5%)
Value$11 (-$1)
Filed 2026-10-30
Gamma Investing LLC
DECREASED
Shares321 from 322
Change-1 (0%)
Value$10.7K (-$172)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$9.1K ($0)
Filed 2026-11-06
RMG Wealth Management LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$6.1K (+$92)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$4.5K (-$58)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3 ($0)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares81 from 25
Change+56 (+224%)
Value$2.7K (+$1.9K)
Filed 2026-10-27
IFP Advisors, Inc
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.9K (-$25)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.5K (-$20)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares44
Change+44
Value$1.5K
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.4K (-$18)
Filed 2026-10-05
Clark Wealth Partners
NEW
Shares35
Change+35
Value$1.2K
Filed 2026-10-19
Larson Financial Group LLC
NEW
Shares17
Change+17
Value$566
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares10
Change+10
Value$332
Filed 2026-10-09
SJS Investment Consulting Inc.
INCREASED
Shares7 from 2
Change+5 (+250%)
Value$233 (+$165)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$67 (+$33)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$67 (-$1)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$33 (-$68)
Filed 2026-10-29
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$34 ($0)
Filed 2026-10-26
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$1)
Filed 2026-10-22
LPL Financial LLC
CLOSED
Shares0 from 8,963
Change-8,963 (-100%)
Value$0 (-$302.1K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-13
Wellington Management Group LLP
N/A
Shares— from 2,424,759
Change-2,424,759 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,314,194
Change-2,314,194 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,258,510
Change-1,258,510 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 950,000
Change-950,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 909,863
Change-909,863 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 819,910
Change-819,910 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 434,673
Change-434,673 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 422,100
Change-422,100 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 421,190
Change-421,190 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 337,695
Change-337,695 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 281,628
Change-281,628 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 280,129
Change-280,129 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 272,853
Change-272,853 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 259,753
Change-259,753 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 256,530
Change-256,530 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 249,432
Change-249,432 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 248,411
Change-248,411 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 227,448
Change-227,448 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 222,375
Change-222,375 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 208,008
Change-208,008 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 198,676
Change-198,676 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 193,380
Change-193,380 (-100%)
Value—
Petiole USA ltd
N/A
Shares— from 189,241
Change-189,241 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 181,638
Change-181,638 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 178,940
Change-178,940 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 166,253
Change-166,253 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 160,083
Change-160,083 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 145,906
Change-145,906 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 139,945
Change-139,945 (-100%)
Value—
CNB Bank
N/A
Shares— from 131,750
Change-131,750 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 109,058
Change-109,058 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 108,525
Change-108,525 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 107,938
Change-107,938 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 93,524
Change-93,524 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 89,955
Change-89,955 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 88,776
Change-88,776 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 70,061
Change-70,061 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 66,458
Change-66,458 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 54,698
Change-54,698 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 50,124
Change-50,124 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 44,381
Change-44,381 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 40,919
Change-40,919 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,916
Change-36,916 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 36,547
Change-36,547 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,836
Change-34,836 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 34,233
Change-34,233 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 33,719
Change-33,719 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 33,307
Change-33,307 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 30,961
Change-30,961 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 24,780
Change-24,780 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24,624
Change-24,624 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 22,281
Change-22,281 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 22,234
Change-22,234 (-100%)
Value—
UBS Group AG
N/A
Shares— from 21,689
Change-21,689 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 19,961
Change-19,961 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 18,437
Change-18,437 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 17,529
Change-17,529 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,993
Change-16,993 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,960
Change-16,960 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 16,725
Change-16,725 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,736
Change-12,736 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 11,175
Change-11,175 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 10,607
Change-10,607 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 9,999
Change-9,999 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
Blair William & Co
N/A
Shares— from 9,688
Change-9,688 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Man Group plc
N/A
Shares— from 8,034
Change-8,034 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 256
Change-256 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 78
Change-78 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Quarry LP
N/A
Shares— from 61
Change-61 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,611,3811,562,773+48,608+3%$52.7M$53.6M+$945.4K2026-11-04
Geode Capital Management, LLC
DECREASED940,181942,210-2,0290%$31.8M$31.3M-$472.7K2026-11-06
Bank of New York Mellon Corp
DECREASED153,161156,808-3,647-2%$5.3M$5.1M-$188.8K2026-11-05
Fisher Asset Management, LLC
DECREASED63,91667,501-3,585-5%$2.3M$2.1M-$148.3K2026-11-06
LSV Asset Management
DECREASED63,10065,000-1,900-3%$2.2M$2.1M-$91.0K2026-11-06
Creative Planning
INCREASED60,35151,562+8,789+17%$1.7M$2.0M+$270.3K2026-11-02
Principal Financial Group Inc
NEW51,551—+51,551——$1.7M—2026-11-02
Philadelphia Trust Co
UNCHANGED38,73838,73800%$1.3M$1.3M-$17.0K2026-11-05
PNC Financial Services Group, Inc.
DECREASED37,63638,252-616-2%$1.3M$1.3M-$36.9K2026-11-06
State of New Jersey Common Pension Fund D
NEW34,722—+34,722——$1.2M—2026-11-05
Thrivent Financial for Lutherans
DECREASED31,26341,381-10,118-24%$1.4M$1.0M-$355.0K2026-11-05
Unison Advisors LLC
INCREASED30,21030,041+169+1%$1.0M$1.0M-$7.3K2026-10-29
Deutsche Bank Ag\
DECREASED28,70431,117-2,413-8%$1.0M$955.3K-$93.7K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED28,38327,159+1,224+5%$913.1K$954.8K+$41.7K2026-10-13
Wilmington Savings Fund Society, FSB
UNCHANGED18,67418,67400%$629.5K$621.5K-$8.0K2026-10-23
Citigroup Inc
DECREASED18,06829,209-11,141-38%$984.6K$601.3K-$383.3K2026-11-04
Alps Advisors Inc
NEW16,760—+16,760——$557.8K—2026-11-03
Russell Investments Group, Ltd.
INCREASED16,72615,411+1,315+9%$519.5K$556.7K+$37.2K2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED16,49115,843+648+4%$534.1K$548.8K+$14.8K2026-11-04
Barclays PLC
INCREASED15,19412,170+3,024+25%$410.3K$505.7K+$95.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
UNCHANGED13,47613,47600%$454.0K$448.0K-$6.0K2026-11-02
Beese Fulmer Investment Management, Inc.
DECREASED13,46815,478-2,010-13%$521.8K$448.2K-$73.5K2026-10-23
Choreo, LLC
DECREASED13,28913,508-219-2%$455.4K$442.3K-$13.1K2026-10-28
Commonwealth Equity Services, LLC
INCREASED12,95312,952+1+0%$436.6K$431.1K-$5.5K2026-11-02
Hennion & Walsh Asset Management, Inc.
DECREASED10,68310,811-128-1%$364.4K$355.5K-$8.9K2026-10-13
Quadrant Private Wealth Management, LLC
NEW10,459—+10,459——$348.1K—2026-11-04
Sterling Capital Management LLC
DECREASED9,7629,782-200%$329.8K$324.9K-$4.9K2026-10-22
Signature Estate & Investment Advisors LLC
DECREASED9,14210,025-883-9%$337.9K$304.2K-$33.7K2026-10-13
Arizona State Retirement System
INCREASED7,9247,768+156+2%$261.9K$263.7K+$1.9K2026-11-03
Park Capital Management, LLC / WI
UNCHANGED7,3607,36000%$248.1K$244.9K-$3.2K2026-10-13
Alliance Wealth Advisors, LLC
INCREASED6,8506,845+5+0%$230.7K$228.0K-$2.8K2026-10-14
Eurizon Capital SGR S.p.A.
UNCHANGED5,5175,51700%$187.0K$184.9K-$2.1K2026-11-06
State of Alaska, Department of Revenue
INCREASED3,4573,160+297+9%$78.0K$77.0K-$9912026-10-15
Parallel Advisors, LLC
DECREASED3,1653,261-96-3%$109.9K$105.3K-$4.6K2026-11-03
TD Waterhouse Canada Inc.
DECREASED2,3053,825-1,520-40%$131.4K$77.6K-$53.8K2026-10-16
Nisa Investment Advisors, LLC
INCREASED2,2212,006+215+11%$67.6K$73.9K+$6.3K2026-10-20
USA Financial Formulas
NEW2,218—+2,218——$73.8K—2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED1,3001,30000%$43.8K$43.3K-$5592026-11-05
Farther Finance Advisors, LLC
DECREASED1,0511,187-136-11%$40.0K$35.0K-$5.0K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED95795700%$32.3K$31.8K-$4112026-10-27
Peoples Financial Services Corp.
DECREASED9071,138-231-20%$38.3K$30.2K-$8.2K2026-10-20
US Bancorp \de\
UNCHANGED56656600%$19.1K$18.8K-$2442026-11-05
Signaturefd, LLC
DECREASED544597-53-9%$20.1K$18.1K-$2.0K2026-10-23
Fortitude Family Office, LLC
NEW428—+428——$14.2K—2026-10-14
Harbor Capital Advisors, Inc.
DECREASED370387-17-4%$13.0K$12-$13.0K2026-10-22
Covestor Ltd
DECREASED342360-18-5%$12$11-$12026-10-30
Gamma Investing LLC
DECREASED321322-10%$10.9K$10.7K-$1722026-10-08
Allworth Financial LP
UNCHANGED27027000%$9.1K$9.1K$02026-11-06
RMG Wealth Management LLC
UNCHANGED17317300%$6.0K$6.1K+$922026-10-26
Essential Partners LLC
UNCHANGED13513500%$4.6K$4.5K-$582026-10-14
Hanson & Doremus Investment Management
UNCHANGED10010000%$3$3$02026-10-16
Parkside Financial Bank & Trust
INCREASED8125+56+224%$843$2.7K+$1.9K2026-10-27
IFP Advisors, Inc
UNCHANGED585800%$2.0K$1.9K-$252026-10-16
EverSource Wealth Advisors, LLC
UNCHANGED464600%$1.6K$1.5K-$202026-11-04
Root Financial Partners, LLC
NEW44—+44——$1.5K—2026-10-21
MassMutual Private Wealth & Trust, FSB
UNCHANGED414100%$1.4K$1.4K-$182026-10-05
Clark Wealth Partners
NEW35—+35——$1.2K—2026-10-19
Larson Financial Group LLC
NEW17—+17——$566—2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED111100%$0$0$02026-10-27
GK Wealth Management LLC
NEW10—+10——$332—2026-10-09
SJS Investment Consulting Inc.
INCREASED72+5+250%$68$233+$1652026-10-26
Clearstead Advisors, LLC
INCREASED21+1+100%$34$67+$332026-11-06
True Wealth Design, LLC
UNCHANGED2200%$68$67-$12026-10-13
Caitong International Asset Management Co., Ltd
DECREASED13-2-67%$101$33-$682026-10-29
TFC Financial Management, Inc.
UNCHANGED1100%$34$34$02026-10-26
SBI Securities Co., Ltd.
UNCHANGED1100%$34$33-$12026-10-22
LPL Financial LLC
CLOSED08,963-8,963-100%$302.1K$0-$302.1K2026-11-06
Founders Capital Management
CLOSED0800-800-100%$27.0K$0-$27.0K2026-10-13
Wellington Management Group LLP
N/A—2,424,759-2,424,759-100%$81.7M———
BlackRock, Inc.
N/A—2,314,194-2,314,194-100%$78.0M———
Vanguard Capital Management LLC
N/A—1,258,510-1,258,510-100%$42.4M———
Davis Asset Management, L.P.
N/A—950,000-950,000-100%$32.0M———
State Street Corp
N/A—909,863-909,863-100%$30.7M———
American Century Companies Inc
N/A—819,910-819,910-100%$27.6M———
Stieven Capital Advisors, L.P.
N/A—434,673-434,673-100%$14.7M———
Maltese Capital Management LLC
N/A—422,100-422,100-100%$14.2M———
Ameriprise Financial Inc
N/A—421,190-421,190-100%$14.2M———
Hotchkis & Wiley Capital Management LLC
N/A—337,695-337,695-100%$11.4M———
Royce & Associates LP
N/A—281,628-281,628-100%$9.5M———
Northern Trust Corp
N/A—280,129-280,129-100%$9.4M———
Arrowstreet Capital, Limited Partnership
N/A—272,853-272,853-100%$9.2M———
JPMorgan Chase & Co
N/A—259,753-259,753-100%$8.8M———
Vanguard Portfolio Management LLC
N/A—256,530-256,530-100%$8.6M———
Charles Schwab Investment Management Inc
N/A—249,432-249,432-100%$8.4M———
Bridgeway Capital Management, LLC
N/A—248,411-248,411-100%$8.4M———
Manufacturers Life Insurance Company, the
N/A—227,448-227,448-100%$7.7M———
Banc Funds Co LLC
N/A—222,375-222,375-100%$7.5M———
Morgan Stanley
N/A—208,008-208,008-100%$7.0M———
Nuveen, LLC
N/A—198,676-198,676-100%$6.7M———
Vanguard Fiduciary Trust Co
N/A—193,380-193,380-100%$6.5M———
Petiole USA ltd
N/A—189,241-189,241-100%$6.4M———
Two Sigma Investments, LP
N/A—181,638-181,638-100%$6.1M———
CSM Advisors, LLC
N/A—178,940-178,940-100%$6.0M———
Oppenheimer & Close, LLC
N/A—166,253-166,253-100%$5.6M———
Globeflex Capital L P
N/A—160,083-160,083-100%$5.4M———
Empowered Funds, LLC
N/A—145,906-145,906-100%$4.9M———
Renaissance Technologies LLC
N/A—139,945-139,945-100%$4.7M———
CNB Bank
N/A—131,750-131,750-100%$4.4M———
EJF Capital LP
N/A—109,058-109,058-100%$3.7M———
Goldman Sachs Group Inc
N/A—108,525-108,525-100%$3.7M———
First Trust Advisors LP
N/A—107,938-107,938-100%$3.6M———
Siena Capital Partners GP, LLC
N/A—100,000-100,000-100%$3.4M———
AQR Capital Management LLC
N/A—93,524-93,524-100%$3.2M———
Stifel Financial Corp
N/A—89,955-89,955-100%$3.0M———
Alliancebernstein L.P.
N/A—88,776-88,776-100%$2.6M———
Martingale Asset Management L P
N/A—70,061-70,061-100%$2.4M———
Elizabeth Park Capital Advisors, Ltd.
N/A—66,458-66,458-100%$2.2M———
Swiss National Bank
N/A—56,500-56,500-100%$1.9M———
HM Payson & Co
N/A—54,698-54,698-100%$1.8M———
Pinnacle Holdings, LLC
N/A—50,124-50,124-100%$1.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—44,381-44,381-100%$1.5M———
Bank of America Corp
N/A—40,919-40,919-100%$1.4M———
Invesco Ltd.
N/A—36,916-36,916-100%$1.2M———
Trexquant Investment LP
N/A—36,547-36,547-100%$1.2M———
Osaic Holdings, Inc.
N/A—34,836-34,836-100%$1.2M———
Rhumbline Advisers
N/A—34,233-34,233-100%$1.2M———
Quantinno Capital Management LP
N/A—33,719-33,719-100%$1.1M———
California State Teachers Retirement System
N/A—33,307-33,307-100%$1.1M———
Wells Fargo & Company
N/A—30,961-30,961-100%$1.0M———
WNY Asset Management, LLC
N/A—24,780-24,780-100%$835.3K———
Price T Rowe Associates Inc
N/A—24,624-24,624-100%$831.0K———
Vanguard Global Advisers, LLC
N/A—22,281-22,281-100%$751.1K———
Susquehanna Fundamental Investments, LLC
N/A—22,234-22,234-100%$749.5K———
UBS Group AG
N/A—21,689-21,689-100%$731.1K———
XTX Topco Ltd
N/A—20,630-20,630-100%$695.4K———
Vanguard Asset Management, Ltd
N/A—19,961-19,961-100%$672.9K———
Legal & General Group Plc
N/A—18,437-18,437-100%$621.5K———
SEI Investments Co
N/A—17,529-17,529-100%$590.9K———
Mercer Global Advisors Inc
N/A—16,993-16,993-100%$572.8K———
FMR LLC
N/A—16,960-16,960-100%$571.7K———
MetLife Investment Management, LLC
N/A—16,802-16,802-100%$566.4K———
HighTower Advisors, LLC
N/A—16,725-16,725-100%$563.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—13,629-13,629-100%$459.4K———
Prudential Financial Inc
N/A—12,795-12,795-100%$431.3K———
SG Americas Securities, LLC
N/A—12,736-12,736-100%$429.0K———
Victory Capital Management Inc
N/A—11,476-11,476-100%$386.9K———
Rafferty Asset Management, LLC
N/A—11,175-11,175-100%$376.7K———
New York State Common Retirement Fund
N/A—10,754-10,754-100%$362.5K———
Campbell & Co Investment Adviser LLC
N/A—10,607-10,607-100%$357.6K———
Squarepoint Ops LLC
N/A—9,999-9,999-100%$337.1K———
Millennium Management LLC
N/A—9,906-9,906-100%$333.9K———
Chancellor Financial Group WB LP
N/A—9,904-9,904-100%$333.9K———
Blair William & Co
N/A—9,688-9,688-100%$326.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,435-9,435-100%$318.1K———
Police & Firemen's Retirement System of New Jersey
N/A—8,728-8,728-100%$294.2K———
BNP Paribas Financial Markets
N/A—8,585-8,585-100%$289.4K———
Jupiter Topco LLC
N/A—8,500-8,500-100%$286.9K———
Man Group plc
N/A—8,034-8,034-100%$270.8K———
Mirabella Financial Services LLP
N/A—7,686-7,686-100%$259.1K———
Sanctuary Advisors, LLC
N/A—6,959-6,959-100%$234.6K———
FourThought Financial Partners, LLC
N/A—6,647-6,647-100%$224.1K———
Private Advisor Group, LLC
N/A—6,419-6,419-100%$216.4K———
KLP Kapitalforvaltning AS
N/A—6,400-6,400-100%$215.7K———
LOS Angeles Capital Management LLC
N/A—6,393-6,393-100%$215.5K———
Voya Investment Management LLC
N/A—6,298-6,298-100%$212.3K———
Intech Investment Management LLC
N/A—6,243-6,243-100%$210.5K———
Emerald Mutual Fund Advisers Trust
N/A—5,156-5,156-100%$173.8K———
Royal Bank of Canada
N/A—4,228-4,228-100%$142.0K———
Emerald Advisers, LLC
N/A—2,779-2,779-100%$93.7K———
Ameritas Investment Partners, Inc.
N/A—2,660-2,660-100%$89.7K———
Quantbot Technologies LP
N/A—1,954-1,954-100%$65.9K———
Canada Life Assurance Co
N/A—1,884-1,884-100%$63.0K———
Acadian Asset Management LLC
N/A—1,668-1,668-100%$56.0K———
Tower Research Capital LLC (TRC)
N/A—1,470-1,470-100%$49.6K———
UBS Asset Management Americas LLC
N/A—1,324-1,324-100%$44.6K———
Federated Hermes, Inc.
N/A—1,213-1,213-100%$40.9K———
Arax Advisory Partners
N/A—1,202-1,202-100%$40.5K———
Optiver Holding B.V.
N/A—298-298-100%$10.0K———
Huntington National Bank
N/A—256-256-100%$8.6K———
Smartleaf Asset Management LLC
N/A—122-122-100%$4.1K———
Picton Mahoney Asset Management
N/A—78-78-100%$2.6K———
Glen Eagle Advisors, LLC
N/A—62-62-100%$2.1K———
Quarry LP
N/A—61-61-100%$2.1K———
Rothschild Investment LLC
N/A—50-50-100%$1.7K———
Rockefeller Capital Management L.P.
N/A—45-45-100%$1.5K———
Basecamp Wealth Advisors LLC
N/A—36-36-100%$1.2K———
Showing 176 of 176 institutions