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Cadre Holdings Inc (CDRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Reinhart Partners, Llc.
DECREASED
Shares2,287,373 from 2,738,373
Change-451,000 (-16%)
Value$57.4M (-$20.7M)
Filed 2026-10-09
Dimensional Fund Advisors LP
INCREASED
Shares870,219 from 828,520
Change+41,699 (+5%)
Value$21.8M (-$1.8M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares789,149 from 773,516
Change+15,633 (+2%)
Value$19.8M (-$2.3M)
Filed 2026-11-06
Agman Capital LLC
INCREASED
Shares348,711 from 257,409
Change+91,302 (+35%)
Value$8.7M (+$1.4M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares263,421 from 230,556
Change+32,865 (+14%)
Value$6.6M (+$36.1K)
Filed 2026-11-06
Deprince Race & Zollo Inc
INCREASED
Shares240,494 from 215,647
Change+24,847 (+12%)
Value$6.0M (-$114.1K)
Filed 2026-10-13
Corbyn Investment Management Inc
INCREASED
Shares224,730 from 158,936
Change+65,794 (+41%)
Value$5.6M (+$1.1M)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares180,877 from 178,259
Change+2,618 (+1%)
Value$4.5M (-$544.0K)
Filed 2026-11-05
Philadelphia Trust Co
DECREASED
Shares95,511 from 120,601
Change-25,090 (-21%)
Value$2.4M (-$1.0M)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares89,334 from 91,380
Change-2,046 (-2%)
Value$2.2M (-$363.9K)
Filed 2026-10-13
Nordea Investment Management AB
DECREASED
Shares81,435 from 126,038
Change-44,603 (-35%)
Value$2.1M (-$1.4M)
Filed 2026-11-09
Principal Financial Group Inc
INCREASED
Shares81,112 from 42,778
Change+38,334 (+90%)
Value$2.0M (+$815.5K)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
DECREASED
Shares69,112 from 70,723
Change-1,611 (-2%)
Value$1.7M (-$282.0K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares33,003 from 24,586
Change+8,417 (+34%)
Value$828.0K (+$127.1K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares31,699 from 33,689
Change-1,990 (-6%)
Value$795.3K (-$165.1K)
Filed 2026-11-06
Kornitzer Capital Management Inc
DECREASED
Shares29,922 from 31,076
Change-1,154 (-4%)
Value$750.7K (-$135.2K)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares22,390 from 25,010
Change-2,620 (-10%)
Value$561.8K (-$151.3K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares18,959 from 64,775
Change-45,816 (-71%)
Value$475.7K (-$1.4M)
Filed 2026-11-04
OAK Ridge Investments LLC
UNCHANGED
Shares17,892 from 17,892
Change0 (0%)
Value$448.9K (-$61.2K)
Filed 2026-10-30
ARS Investment Partners, LLC
DECREASED
Shares15,993 from 16,221
Change-228 (-1%)
Value$401.3K (-$61.2K)
Filed 2026-11-05
HUB Investment Partners, LLC
NEW
Shares14,439
Change+14,439
Value$362.3K
Filed 2026-11-03
CenterBook Partners LP
NEW
Shares9,901
Change+9,901
Value$248.4K
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares9,829 from 9,673
Change+156 (+2%)
Value$246.6K (-$29.2K)
Filed 2026-10-16
Arizona State Retirement System
DECREASED
Shares8,740 from 8,842
Change-102 (-1%)
Value$219.3K (-$32.8K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares8,584 from 9,202
Change-618 (-7%)
Value$215.4K (-$47.0K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares7,788 from 8,117
Change-329 (-4%)
Value$195.4K (-$36.0K)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares6,893 from 7,722
Change-829 (-11%)
Value$173.0K (-$47.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares3,717 from 17
Change+3,700 (+21765%)
Value$93.3K (+$92.8K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares3,055 from 3,059
Change-4 (0%)
Value$76.7K (-$10.6K)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares2,886
Change+2,886
Value$72.4K
Filed 2026-11-03
Harbor Investment Advisory, LLC
NEW
Shares2,384
Change+2,384
Value$59.8K
Filed 2026-10-13
Fortitude Family Office, LLC
NEW
Shares2,332
Change+2,332
Value$58.5K
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$53.0K (-$7.2K)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares1,650 from 2,030
Change-380 (-19%)
Value$41.0K (+$40.9K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares1,410 from 571
Change+839 (+147%)
Value$40.2K (+$23.9K)
Filed 2026-11-06
KBC Group NV
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$34.0K (-$4.0K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares1,043 from 111
Change+932 (+840%)
Value$26.2K (+$23.0K)
Filed 2026-10-22
Nykredit A/S
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$18.7K (-$2.6K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares645 from 160
Change+485 (+303%)
Value$16.2K (+$11.6K)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$15.1K (-$2.1K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares553 from 514
Change+39 (+8%)
Value$13.9K (-$780)
Filed 2026-10-23
Exchange Traded Concepts, LLC
NEW
Shares515
Change+515
Value$12.9K
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares511 from 467
Change+44 (+9%)
Value$12.8K (-$478)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares420 from 586
Change-166 (-28%)
Value$10.5K (-$6.2K)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares303 from 323
Change-20 (-6%)
Value$7 (-$2)
Filed 2026-10-30
Danske Bank A/S
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.5K (-$1.0K)
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares298 from 120
Change+178 (+148%)
Value$7.5K (+$4.1K)
Filed 2026-10-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$6.7K (-$920)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares240 from 62
Change+178 (+287%)
Value$6.0K (+$4.3K)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.0K (-$684)
Filed 2026-10-21
Investors Research Corp
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$4.3K (-$582)
Filed 2026-10-07
Clark Wealth Partners
NEW
Shares140
Change+140
Value$3.5K
Filed 2026-10-19
Provenance Wealth Advisors, LLC
NEW
Shares136
Change+136
Value$3.4K
Filed 2026-10-30
SJS Investment Consulting Inc.
NEW
Shares111
Change+111
Value$2.8K
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares75 from 15
Change+60 (+400%)
Value$1.9K (+$1.5K)
Filed 2026-10-27
Versant Capital Management, Inc
NEW
Shares69
Change+69
Value$1.7K
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares53
Change+53
Value$1.3K
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares38 from 18
Change+20 (+111%)
Value$953 (+$440)
Filed 2026-10-22
Essential Partners LLC
NEW
Shares26
Change+26
Value$652
Filed 2026-10-14
Larson Financial Group LLC
NEW
Shares23
Change+23
Value$577
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares21
Change+21
Value$526
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares19 from 18
Change+1 (+6%)
Value$477 (-$36)
Filed 2026-10-16
WPG Advisers, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$301 (-$41)
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares11 from 2,483
Change-2,472 (-100%)
Value$276 (-$70.5K)
Filed 2026-11-06
True Wealth Design, LLC
NEW
Shares7
Change+7
Value$176
Filed 2026-10-13
Simplex Trading, LLC
NEW
Shares4
Change+4
Value$100
Filed 2026-11-04
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$75
Filed 2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$51 (-$7)
Filed 2026-10-15
Alps Advisors Inc
CLOSED
Shares0 from 15,846
Change-15,846 (-100%)
Value$0 (-$451.8K)
Filed 2026-11-03
Natixis
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$427.7K)
Filed 2026-11-06
State of Wyoming
CLOSED
Shares0 from 2,136
Change-2,136 (-100%)
Value$0 (-$60.9K)
Filed 2026-10-28
Zions Bancorporation, National Association
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 2,936,878
Change-2,936,878 (-100%)
Value—
Greenhouse Funds Lllp
N/A
Shares— from 2,868,664
Change-2,868,664 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,475,623
Change-2,475,623 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,949,734
Change-1,949,734 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,622,466
Change-1,622,466 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,324,254
Change-1,324,254 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,274,371
Change-1,274,371 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,205,237
Change-1,205,237 (-100%)
Value—
Wynnefield Capital IncA
N/A
Shares— from 1,205,000
Change-1,205,000 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,181,921
Change-1,181,921 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 986,269
Change-986,269 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 729,641
Change-729,641 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 686,030
Change-686,030 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 665,870
Change-665,870 (-100%)
Value—
Catawba River Capital
N/A
Shares— from 597,872
Change-597,872 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 409,158
Change-409,158 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 333,171
Change-333,171 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 306,458
Change-306,458 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 298,942
Change-298,942 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 298,843
Change-298,843 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 256,869
Change-256,869 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 252,147
Change-252,147 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 244,221
Change-244,221 (-100%)
Value—
UBS Group AG
N/A
Shares— from 230,422
Change-230,422 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 217,052
Change-217,052 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 197,505
Change-197,505 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 189,144
Change-189,144 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 177,391
Change-177,391 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 174,293
Change-174,293 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 94,527
Change-94,527 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 77,004
Change-77,004 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 72,764
Change-72,764 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 70,877
Change-70,877 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 68,076
Change-68,076 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 66,690
Change-66,690 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 64,300
Change-64,300 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 55,245
Change-55,245 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 51,920
Change-51,920 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,124
Change-49,124 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 47,991
Change-47,991 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 45,277
Change-45,277 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 45,037
Change-45,037 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 40,784
Change-40,784 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 38,648
Change-38,648 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 38,047
Change-38,047 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 36,012
Change-36,012 (-100%)
Value—
Varcov Co.
N/A
Shares— from 33,836
Change-33,836 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,690
Change-32,690 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 31,970
Change-31,970 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 31,323
Change-31,323 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 30,846
Change-30,846 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 27,423
Change-27,423 (-100%)
Value—
&partners
N/A
Shares— from 25,659
Change-25,659 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 25,450
Change-25,450 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 24,616
Change-24,616 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,604
Change-24,604 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23,913
Change-23,913 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 22,717
Change-22,717 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 18,688
Change-18,688 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 18,650
Change-18,650 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,663
Change-17,663 (-100%)
Value—
Commerce Bank
N/A
Shares— from 17,341
Change-17,341 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 16,203
Change-16,203 (-100%)
Value—
Allstate Corp
N/A
Shares— from 15,444
Change-15,444 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 14,518
Change-14,518 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,305
Change-13,305 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 12,955
Change-12,955 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 12,067
Change-12,067 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,921
Change-11,921 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,812
Change-11,812 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,643
Change-10,643 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,625
Change-10,625 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,097
Change-9,097 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 8,532
Change-8,532 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,607
Change-2,607 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 943
Change-943 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 455
Change-455 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Status
Reinhart Partners, Llc.
DECREASED2,287,3732,738,373-451,000-16%$78.1M$57.4M-$20.7M2026-10-09
Dimensional Fund Advisors LP
INCREASED870,219828,520+41,699+5%$23.6M$21.8M-$1.8M2026-11-04
Geode Capital Management, LLC
INCREASED789,149773,516+15,633+2%$22.1M$19.8M-$2.3M2026-11-06
Agman Capital LLC
INCREASED348,711257,409+91,302+35%$7.3M$8.7M+$1.4M2026-10-29
Russell Investments Group, Ltd.
INCREASED263,421230,556+32,865+14%$6.6M$6.6M+$36.1K2026-11-06
Deprince Race & Zollo Inc
INCREASED240,494215,647+24,847+12%$6.1M$6.0M-$114.1K2026-10-13
Corbyn Investment Management Inc
INCREASED224,730158,936+65,794+41%$4.5M$5.6M+$1.1M2026-10-30
Bank of New York Mellon Corp
INCREASED180,877178,259+2,618+1%$5.1M$4.5M-$544.0K2026-11-05
Philadelphia Trust Co
DECREASED95,511120,601-25,090-21%$3.4M$2.4M-$1.0M2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED89,33491,380-2,046-2%$2.6M$2.2M-$363.9K2026-10-13
Nordea Investment Management AB
DECREASED81,435126,038-44,603-35%$3.5M$2.1M-$1.4M2026-11-09
Principal Financial Group Inc
INCREASED81,11242,778+38,334+90%$1.2M$2.0M+$815.5K2026-11-02
Harbor Capital Advisors, Inc.
DECREASED69,11270,723-1,611-2%$2.0M$1.7M-$282.0K2026-10-22
Barclays PLC
INCREASED33,00324,586+8,417+34%$700.9K$828.0K+$127.1K2026-11-06
Deutsche Bank Ag\
DECREASED31,69933,689-1,990-6%$960.5K$795.3K-$165.1K2026-11-06
Kornitzer Capital Management Inc
DECREASED29,92231,076-1,154-4%$886.0K$750.7K-$135.2K2026-11-03
Oppenheimer Asset Management Inc.
DECREASED22,39025,010-2,620-10%$713.0K$561.8K-$151.3K2026-10-27
Citigroup Inc
DECREASED18,95964,775-45,816-71%$1.8M$475.7K-$1.4M2026-11-04
OAK Ridge Investments LLC
UNCHANGED17,89217,89200%$510.1K$448.9K-$61.2K2026-10-30
ARS Investment Partners, LLC
DECREASED15,99316,221-228-1%$462.5K$401.3K-$61.2K2026-11-05
HUB Investment Partners, LLC
NEW14,439—+14,439——$362.3K—2026-11-03
CenterBook Partners LP
NEW9,901—+9,901——$248.4K—2026-11-02
Vontobel Holding Ltd.
INCREASED9,8299,673+156+2%$275.8K$246.6K-$29.2K2026-10-16
Arizona State Retirement System
DECREASED8,7408,842-102-1%$252.1K$219.3K-$32.8K2026-11-03
LPL Financial LLC
DECREASED8,5849,202-618-7%$262.4K$215.4K-$47.0K2026-11-06
PNC Financial Services Group, Inc.
DECREASED7,7888,117-329-4%$231.4K$195.4K-$36.0K2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED6,8937,722-829-11%$220.0K$173.0K-$47.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED3,71717+3,700+21765%$478$93.3K+$92.8K2026-10-08
US Bancorp \de\
DECREASED3,0553,059-40%$87.2K$76.7K-$10.6K2026-11-05
Parallel Advisors, LLC
NEW2,886—+2,886——$72.4K—2026-11-03
Harbor Investment Advisory, LLC
NEW2,384—+2,384——$59.8K—2026-10-13
Fortitude Family Office, LLC
NEW2,332—+2,332——$58.5K—2026-10-14
Assetmark, Inc
UNCHANGED2,1132,11300%$60.2K$53.0K-$7.2K2026-10-21
State of Alaska, Department of Revenue
DECREASED1,6502,030-380-19%$57$41.0K+$40.9K2026-10-15
Allworth Financial LP
INCREASED1,410571+839+147%$16.3K$40.2K+$23.9K2026-11-06
KBC Group NV
UNCHANGED1,3421,34200%$38.0K$34.0K-$4.0K2026-10-22
Sterling Capital Management LLC
INCREASED1,043111+932+840%$3.2K$26.2K+$23.0K2026-10-22
Nykredit A/S
UNCHANGED74674600%$21.3K$18.7K-$2.6K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED645160+485+303%$4.6K$16.2K+$11.6K2026-11-04
Costello Asset Management, Inc
UNCHANGED60060000%$17.1K$15.1K-$2.1K2026-10-30
Financial Consulate, Inc
INCREASED553514+39+8%$14.7K$13.9K-$7802026-10-23
Exchange Traded Concepts, LLC
NEW515—+515——$12.9K—2026-10-28
Fifth Third Bancorp
INCREASED511467+44+9%$13.3K$12.8K-$4782026-11-05
Caitong International Asset Management Co., Ltd
DECREASED420586-166-28%$16.7K$10.5K-$6.2K2026-10-29
Covestor Ltd
DECREASED303323-20-6%$9$7-$22026-10-30
Danske Bank A/S
UNCHANGED30030000%$8.6K$7.5K-$1.0K2026-11-09
MassMutual Private Wealth & Trust, FSB
INCREASED298120+178+148%$3.4K$7.5K+$4.1K2026-10-05
Nisa Investment Advisors, LLC
UNCHANGED26926900%$7.7K$6.7K-$9202026-10-20
Gamma Investing LLC
INCREASED24062+178+287%$1.8K$6.0K+$4.3K2026-10-08
Trust Co of Vermont
UNCHANGED20020000%$5.7K$5.0K-$6842026-10-21
Investors Research Corp
UNCHANGED17017000%$4.8K$4.3K-$5822026-10-07
Clark Wealth Partners
NEW140—+140——$3.5K—2026-10-19
Provenance Wealth Advisors, LLC
NEW136—+136——$3.4K—2026-10-30
SJS Investment Consulting Inc.
NEW111—+111——$2.8K—2026-10-26
Parkside Financial Bank & Trust
INCREASED7515+60+400%$428$1.9K+$1.5K2026-10-27
Versant Capital Management, Inc
NEW69—+69——$1.7K—2026-10-02
Root Financial Partners, LLC
NEW53—+53——$1.3K—2026-10-21
SBI Securities Co., Ltd.
INCREASED3818+20+111%$513$953+$4402026-10-22
Essential Partners LLC
NEW26—+26——$652—2026-10-14
Larson Financial Group LLC
NEW23—+23——$577—2026-11-05
Ascentis Wealth Management, LLC
NEW21—+21——$526—2026-11-03
IFP Advisors, Inc
INCREASED1918+1+6%$513$477-$362026-10-16
WPG Advisers, LLC
UNCHANGED121200%$342$301-$412026-10-27
Clearstead Advisors, LLC
DECREASED112,483-2,472-100%$70.8K$276-$70.5K2026-11-06
True Wealth Design, LLC
NEW7—+7——$176—2026-10-13
Simplex Trading, LLC
NEW4—+4——$100—2026-11-04
Monetary Solutions, Ltd
NEW3—+3——$75—2026-10-22
GHP Investment Advisors, Inc.
UNCHANGED2200%$58$51-$72026-10-15
Alps Advisors Inc
CLOSED015,846-15,846-100%$451.8K$0-$451.8K2026-11-03
Natixis
CLOSED015,000-15,000-100%$427.7K$0-$427.7K2026-11-06
State of Wyoming
CLOSED02,136-2,136-100%$60.9K$0-$60.9K2026-10-28
Zions Bancorporation, National Association
CLOSED044-44-100%$1.3K$0-$1.3K2026-11-06
BlackRock, Inc.
N/A—2,936,878-2,936,878-100%$83.7M———
Greenhouse Funds Lllp
N/A—2,868,664-2,868,664-100%$81.8M———
FMR LLC
N/A—2,475,623-2,475,623-100%$70.6M———
State Street Corp
N/A—1,949,734-1,949,734-100%$55.6M———
Capital International Investors
N/A—1,622,466-1,622,466-100%$46.3M———
Vanguard Capital Management LLC
N/A—1,324,254-1,324,254-100%$37.8M———
GW&K Investment Management, LLC
N/A—1,274,371-1,274,371-100%$36.3M———
Capital World Investors
N/A—1,205,237-1,205,237-100%$34.4M———
Wynnefield Capital IncA
N/A—1,205,000-1,205,000-100%$34.4M———
Select Equity Group, L.P.
N/A—1,181,921-1,181,921-100%$33.7M———
Brown Advisory Inc
N/A—986,269-986,269-100%$28.1M———
Morgan Stanley
N/A—729,641-729,641-100%$20.8M———
Capital Research Global Investors
N/A—686,030-686,030-100%$19.6M———
Bank of America Corp
N/A—665,870-665,870-100%$19.0M———
Catawba River Capital
N/A—597,872-597,872-100%$17.0M———
Raymond James Financial Inc
N/A—409,158-409,158-100%$11.7M———
Invesco Ltd.
N/A—333,171-333,171-100%$9.5M———
First Eagle Investment Management, LLC
N/A—306,458-306,458-100%$8.7M———
Northern Trust Corp
N/A—298,942-298,942-100%$8.5M———
Crawford Investment Counsel Inc
N/A—298,843-298,843-100%$8.5M———
Vanguard Portfolio Management LLC
N/A—256,869-256,869-100%$7.3M———
Charles Schwab Investment Management Inc
N/A—252,147-252,147-100%$7.2M———
Wells Fargo & Company
N/A—244,221-244,221-100%$7.0M———
UBS Group AG
N/A—230,422-230,422-100%$6.6M———
Vanguard Fiduciary Trust Co
N/A—217,052-217,052-100%$6.2M———
Earnest Partners LLC
N/A—197,505-197,505-100%$5.6M———
Renaissance Technologies LLC
N/A—189,144-189,144-100%$5.4M———
JPMorgan Chase & Co
N/A—177,391-177,391-100%$4.9M———
Envestnet Asset Management Inc
N/A—174,293-174,293-100%$5.0M———
Marshall Wace, LLP
N/A—94,527-94,527-100%$2.7M———
Fred Alger Management, LLC
N/A—77,004-77,004-100%$2.2M———
Goldman Sachs Group Inc
N/A—72,764-72,764-100%$2.1M———
Citadel Advisors LLC
N/A—70,877-70,877-100%$2.0M———
Voya Investment Management LLC
N/A—68,076-68,076-100%$1.9M———
SEI Investments Co
N/A—66,690-66,690-100%$1.9M———
Swiss National Bank
N/A—64,300-64,300-100%$1.8M———
Nuveen, LLC
N/A—55,245-55,245-100%$1.6M———
Price T Rowe Associates Inc
N/A—51,920-51,920-100%$1.5M———
XTX Topco Ltd
N/A—49,124-49,124-100%$1.4M———
First Trust Advisors LP
N/A—47,991-47,991-100%$1.4M———
UBS Asset Management Americas LLC
N/A—45,277-45,277-100%$1.3M———
Martingale Asset Management L P
N/A—45,037-45,037-100%$1.3M———
Legal & General Group Plc
N/A—40,784-40,784-100%$1.2M———
Rhumbline Advisers
N/A—38,648-38,648-100%$1.1M———
Advisors Asset Management, Inc.
N/A—38,047-38,047-100%$1.1M———
California State Teachers Retirement System
N/A—36,012-36,012-100%$1.0M———
Varcov Co.
N/A—33,836-33,836-100%$964.7K———
Janney Montgomery Scott LLC
N/A—32,690-32,690-100%$932.0K———
BNP Paribas Financial Markets
N/A—31,970-31,970-100%$911.5K———
AQR Capital Management LLC
N/A—31,323-31,323-100%$893.0K———
American Century Companies Inc
N/A—30,846-30,846-100%$879.4K———
Squarepoint Ops LLC
N/A—27,423-27,423-100%$781.8K———
&partners
N/A—25,659-25,659-100%$731.6K———
Alliancebernstein L.P.
N/A—25,450-25,450-100%$780.8K———
Balyasny Asset Management L.P.
N/A—24,616-24,616-100%$701.8K———
Cetera Investment Advisers
N/A—24,604-24,604-100%$701.5K———
WCM Investment Management, LLC
N/A—24,519-24,519-100%$670.8K———
Rockefeller Capital Management L.P.
N/A—23,913-23,913-100%$681.8K———
Franklin Resources Inc
N/A—22,717-22,717-100%$647.7K———
Vanguard Asset Management, Ltd
N/A—20,618-20,618-100%$587.8K———
MetLife Investment Management, LLC
N/A—18,688-18,688-100%$532.8K———
Pathstone Holdings, LLC
N/A—18,650-18,650-100%$531.7K———
Susquehanna International Group, LLP
N/A—17,663-17,663-100%$503.6K———
Commerce Bank
N/A—17,341-17,341-100%$494.4K———
State of Wisconsin Investment Board
N/A—16,527-16,527-100%$471.2K———
Gabelli Funds LLC
N/A—16,203-16,203-100%$461.9K———
Allstate Corp
N/A—15,444-15,444-100%$440.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—14,518-14,518-100%$413.9K———
Fiduciary Trust Co
N/A—13,305-13,305-100%$379.3K———
Schroder Investment Management Group
N/A—12,955-12,955-100%$354.4K———
Manufacturers Life Insurance Company, the
N/A—12,871-12,871-100%$367.0K———
Engineers Gate Manager LP
N/A—12,500-12,500-100%$356.4K———
Jupiter Topco LLC
N/A—12,067-12,067-100%$344.4K———
Jones Financial Companies Lllp
N/A—11,921-11,921-100%$334.0K———
Natixis Advisors, LLC
N/A—11,812-11,812-100%$336.0K———
Vanguard Global Advisers, LLC
N/A—10,643-10,643-100%$303.4K———
New York State Common Retirement Fund
N/A—10,625-10,625-100%$302.9K———
SummitTX Capital, L.P.
N/A—10,377-10,377-100%$295.8K———
Police & Firemen's Retirement System of New Jersey
N/A—9,417-9,417-100%$268.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,097-9,097-100%$259.4K———
Intech Investment Management LLC
N/A—9,094-9,094-100%$259.3K———
Liontrust Investment Partners LLP
N/A—8,532-8,532-100%$243.2K———
Numerai GP LLC
N/A—8,510-8,510-100%$242.6K———
Vanguard Investments Australia, Ltd.
N/A—8,459-8,459-100%$241.2K———
Baird Financial Group, Inc.
N/A—8,093-8,093-100%$230.7K———
Quantinno Capital Management LP
N/A—7,107-7,107-100%$202.6K———
KLP Kapitalforvaltning AS
N/A—6,500-6,500-100%$185.3K———
Royal Bank of Canada
N/A—3,686-3,686-100%$105.0K———
Ameritas Investment Partners, Inc.
N/A—2,861-2,861-100%$81.6K———
Tower Research Capital LLC (TRC)
N/A—2,607-2,607-100%$74.3K———
Huntington National Bank
N/A—2,528-2,528-100%$72.1K———
Osaic Holdings, Inc.
N/A—1,265-1,265-100%$36.1K———
Smartleaf Asset Management LLC
N/A—1,155-1,155-100%$31.6K———
Arax Advisory Partners
N/A—943-943-100%$26.9K———
Continuum Advisory, LLC
N/A—833-833-100%$23.7K———
Global Retirement Partners, LLC
N/A—568-568-100%$16.2K———
BNP Paribas Asset Management Holding S.A.
N/A—455-455-100%$13.0K———
Steward Partners Investment Advisory, LLC
N/A—243-243-100%$6.9K———
BFC Planning, Inc.
N/A—106-106-100%$3.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—106-106-100%$3.0K———
NewEdge Advisors, LLC
N/A—100-100-100%$2.9K———
LOS Angeles Capital Management LLC
N/A—61-61-100%$1.7K———
Rothschild Investment LLC
N/A—57-57-100%$1.6K———
Showing 175 of 175 institutions