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Camden National Corp (CAC)

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
Shares879,616 from 862,045
Change+17,571 (+2%)
Value$48.7M (+$1.9M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares438,092 from 449,219
Change-11,127 (-2%)
Value$24.3M (-$110.4K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares185,370 from 200,695
Change-15,325 (-8%)
Value$10.3M (-$623.0K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares121,953 from 120,710
Change+1,243 (+1%)
Value$6.7M (+$204.6K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares108,509 from 111,249
Change-2,740 (-2%)
Value$6.0M (-$26.5K)
Filed 2026-11-02
Clean Yield Group
DECREASED
Shares104,111 from 109,082
Change-4,971 (-5%)
Value$5.8M (-$152.4K)
Filed 2026-10-28
Kimelman & Baird, LLC
DECREASED
Shares101,002 from 137,289
Change-36,287 (-26%)
Value$5.6M (-$1.9M)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares96,699 from 96,904
Change-205 (0%)
Value$5.4M (+$97.7K)
Filed 2026-10-23
Camden National Bank
INCREASED
Shares96,665 from 95,701
Change+964 (+1%)
Value$5.3M (+$161.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares66,061 from 56,995
Change+9,066 (+16%)
Value$3.7M (+$565.9K)
Filed 2026-11-02
Ledyard National Bank
INCREASED
Shares53,718 from 7,660
Change+46,058 (+601%)
Value$3.0M (+$2.6M)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares42,604 from 42,941
Change-337 (-1%)
Value$2.4M (+$29.7K)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares27,672 from 28,460
Change-788 (-3%)
Value$1.5M (-$11.6K)
Filed 2026-10-23
Delphi Management Inc
DECREASED
Shares24,913 from 26,845
Change-1,932 (-7%)
Value$1.4M (-$77.0K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares24,546 from 24,029
Change+517 (+2%)
Value$1.4M (+$55.6K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares24,160 from 24,160
Change0 (0%)
Value$1.3M (+$27.2K)
Filed 2026-11-05
Carl P. Sherr & Co., LLC
INCREASED
Shares22,660 from 22,624
Change+36 (+0%)
Value$1.3M (+$27.4K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares16,057 from 17,498
Change-1,441 (-8%)
Value$888.8K (-$60.0K)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares14,705 from 14,683
Change+22 (+0%)
Value$813.8K (+$17.8K)
Filed 2026-10-16
Coston, McIsaac & Partners
INCREASED
Shares13,041 from 13,040
Change+1 (+0%)
Value$721.8K (+$14.8K)
Filed 2026-11-06
Founders Capital Management, LLC
UNCHANGED
Shares12,988 from 12,988
Change0 (0%)
Value$718.8K (+$14.6K)
Filed 2026-10-23
Inspire Investing, LLC
DECREASED
Shares11,500 from 12,595
Change-1,095 (-9%)
Value$636.5K (-$46.4K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,331 from 4,018
Change+7,313 (+182%)
Value$638.9K (+$423.0K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares10,771 from 16,377
Change-5,606 (-34%)
Value$596.1K (-$291.8K)
Filed 2026-11-04
Alps Advisors Inc
NEW
Shares9,950
Change+9,950
Value$550.7K
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares9,851 from 9,358
Change+493 (+5%)
Value$545.2K (+$37.8K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares9,796 from 8,902
Change+894 (+10%)
Value$542.2K (+$59.5K)
Filed 2026-10-29
Clark & Stuart, Inc
DECREASED
Shares9,550 from 9,850
Change-300 (-3%)
Value$528.5K (-$5.5K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares9,210 from 8,068
Change+1,142 (+14%)
Value$509.7K (+$72.3K)
Filed 2026-10-13
R Squared Ltd
INCREASED
Shares6,291 from 4,242
Change+2,049 (+48%)
Value$348.2K (+$118.2K)
Filed 2026-11-06
J.M. Arbour, LLC
UNCHANGED
Shares5,708 from 5,708
Change0 (0%)
Value$315.9K (+$6.4K)
Filed 2026-11-05
Old Port Advisors
INCREASED
Shares5,514 from 5,423
Change+91 (+2%)
Value$305.2K (+$11.1K)
Filed 2026-10-23
Abner Herrman & Brock LLC
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$302.0K (+$6.0K)
Filed 2026-10-20
BAR Harbor Wealth Management
NEW
Shares5,356
Change+5,356
Value$296.4K
Filed 2026-10-21
Lmcg Investments, LLC
UNCHANGED
Shares4,981 from 4,981
Change0 (0%)
Value$275.7K (+$5.6K)
Filed 2026-10-21
Addison Advisors LLC
NEW
Shares4,980
Change+4,980
Value$275.6K
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares4,643 from 4,553
Change+90 (+2%)
Value$257.0K (+$10.1K)
Filed 2026-11-03
Amundi
UNCHANGED
Shares4,549 from 4,549
Change0 (0%)
Value$251.8K (+$5.1K)
Filed 2026-11-06
Noesis Capital Mangement Corp
DECREASED
Shares4,476 from 8,226
Change-3,750 (-46%)
Value$247.7K (-$198.3K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares4,459 from 4,298
Change+161 (+4%)
Value$246.8K (+$13.7K)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares4,366 from 4,366
Change0 (0%)
Value$241.6K (+$4.9K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares4,298 from 4,250
Change+48 (+1%)
Value$240.5K (+$11.3K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW
Shares3,932
Change+3,932
Value$218.0K
Filed 2026-11-02
Ethic Inc.
NEW
Shares3,876
Change+3,876
Value$214.5K
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares3,655 from 3,717
Change-62 (-2%)
Value$204.1K (+$2.6K)
Filed 2026-10-20
Daytona Street Capital LLC
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$188.7K (+$11.0K)
Filed 2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED
Shares2,939 from 3,026
Change-87 (-3%)
Value$165.3K (+$1.9K)
Filed 2026-11-06
First Bancorp, Inc
UNCHANGED
Shares2,486 from 2,486
Change0 (0%)
Value$137.6K (+$2.8K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares2,015 from 1,950
Change+65 (+3%)
Value$111.5K (+$5.8K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$96.9K (+$2.0K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares1,651 from 1,651
Change0 (0%)
Value$91.4K (+$1.9K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares1,618 from 1,468
Change+150 (+10%)
Value$89.5K (+$10.0K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,572 from 1,572
Change0 (0%)
Value$88.5K (+$833)
Filed 2026-10-16
Bangor Savings Bank
DECREASED
Shares1,377 from 1,379
Change-2 (0%)
Value$76.2K (+$1.4K)
Filed 2026-10-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$54.0K (+$1.1K)
Filed 2026-10-13
PNC Financial Services Group, Inc.
DECREASED
Shares867 from 881
Change-14 (-2%)
Value$48.0K (+$216)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares851 from 728
Change+123 (+17%)
Value$47.1K (+$7.6K)
Filed 2026-10-23
State of Alaska, Department of Revenue
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$37.0K (+$1.0K)
Filed 2026-10-15
Clearstead Trust, LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$29.9K (+$608)
Filed 2026-11-06
Nykredit A/S
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$23.0K (+$468)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares375 from 332
Change+43 (+13%)
Value$20.8K (+$2.8K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares331 from 342
Change-11 (-3%)
Value$18.3K (-$224)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
DECREASED
Shares311 from 339
Change-28 (-8%)
Value$17 (-$1)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares263 from 193
Change+70 (+36%)
Value$14.3K (+$3.8K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares238 from 235
Change+3 (+1%)
Value$13.2K (+$431)
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$12.8K (+$261)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares184 from 95
Change+89 (+94%)
Value$10.2K (+$5.0K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares173 from 270
Change-97 (-36%)
Value$9.6K (-$5.1K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares137 from 127
Change+10 (+8%)
Value$7.6K (+$696)
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$6.5K (+$131)
Filed 2026-10-14
State of Wyoming
NEW
Shares92
Change+92
Value$5.1K
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares66 from 2
Change+64 (+3200%)
Value$3.7K (+$3.5K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares52 from 10
Change+42 (+420%)
Value$2.9K (+$2.3K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.5K (+$48)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares40
Change+40
Value$2.2K
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.2K (+$45)
Filed 2026-10-13
Versant Capital Management, Inc
NEW
Shares37
Change+37
Value$2.0K
Filed 2026-10-02
IFP Advisors, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.8K (+$36)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
NEW
Shares28
Change+28
Value$1.6K
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares23
Change+23
Value$1.3K
Filed 2026-10-19
Clearstead Advisors, LLC
DECREASED
Shares8 from 9
Change-1 (-11%)
Value$443 (-$46)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$111
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares2
Change+2
Value$126
Filed 2026-10-09
Covestor Ltd
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$0 ($0)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$55 (+$1)
Filed 2026-10-29
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$55 (+$1)
Filed 2026-10-22
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$406.7K)
Filed 2026-11-03
LPL Financial LLC
CLOSED
Shares0 from 6,128
Change-6,128 (-100%)
Value$0 (-$332.3K)
Filed 2026-11-06
Moors & Cabot, Inc.
CLOSED
Shares0 from 3,777
Change-3,777 (-100%)
Value$0 (-$204.8K)
Filed 2026-11-06
Northside Capital Management, LLC
CLOSED
Shares0 from 3,740
Change-3,740 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$271)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 1,782,726
Change-1,782,726 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,577,173
Change-1,577,173 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,330,677
Change-1,330,677 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 753,784
Change-753,784 (-100%)
Value—
State Street Corp
N/A
Shares— from 590,172
Change-590,172 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 382,362
Change-382,362 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 247,699
Change-247,699 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 234,102
Change-234,102 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 219,565
Change-219,565 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 213,649
Change-213,649 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 203,100
Change-203,100 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 173,989
Change-173,989 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 155,013
Change-155,013 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 147,526
Change-147,526 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 142,336
Change-142,336 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 140,728
Change-140,728 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 135,733
Change-135,733 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 111,829
Change-111,829 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 94,093
Change-94,093 (-100%)
Value—
Minerva Advisors LLC
N/A
Shares— from 89,568
Change-89,568 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 86,792
Change-86,792 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 79,975
Change-79,975 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 74,993
Change-74,993 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 71,218
Change-71,218 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 61,269
Change-61,269 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 56,759
Change-56,759 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 47,689
Change-47,689 (-100%)
Value—
Dean Capital Management
N/A
Shares— from 41,764
Change-41,764 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 38,632
Change-38,632 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 36,338
Change-36,338 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 31,517
Change-31,517 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 29,336
Change-29,336 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 27,754
Change-27,754 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 26,043
Change-26,043 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 25,183
Change-25,183 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 21,778
Change-21,778 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 21,632
Change-21,632 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 21,560
Change-21,560 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 21,217
Change-21,217 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 20,926
Change-20,926 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 19,744
Change-19,744 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,320
Change-17,320 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,535
Change-16,535 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 16,204
Change-16,204 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,279
Change-15,279 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,853
Change-14,853 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,082
Change-14,082 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 13,285
Change-13,285 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 12,653
Change-12,653 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,781
Change-11,781 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 10,144
Change-10,144 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,661
Change-8,661 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,147
Change-8,147 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,819
Change-7,819 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 7,514
Change-7,514 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 6,499
Change-6,499 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 954
Change-954 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 198
Change-198 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 52
Change-52 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Quarry LP
N/A
Shares— from 46
Change-46 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20
Change-20 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED879,616862,045+17,571+2%$46.7M$48.7M+$1.9M2026-11-04
Geode Capital Management, LLC
DECREASED438,092449,219-11,127-2%$24.4M$24.3M-$110.4K2026-11-06
LSV Asset Management
DECREASED185,370200,695-15,325-8%$10.9M$10.3M-$623.0K2026-11-06
Bank of New York Mellon Corp
INCREASED121,953120,710+1,243+1%$6.5M$6.7M+$204.6K2026-11-05
Commonwealth Equity Services, LLC
DECREASED108,509111,249-2,740-2%$6.0M$6.0M-$26.5K2026-11-02
Clean Yield Group
DECREASED104,111109,082-4,971-5%$5.9M$5.8M-$152.4K2026-10-28
Kimelman & Baird, LLC
DECREASED101,002137,289-36,287-26%$7.4M$5.6M-$1.9M2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED96,69996,904-2050%$5.3M$5.4M+$97.7K2026-10-23
Camden National Bank
INCREASED96,66595,701+964+1%$5.2M$5.3M+$161.0K2026-11-02
Creative Planning
INCREASED66,06156,995+9,066+16%$3.1M$3.7M+$565.9K2026-11-02
Ledyard National Bank
INCREASED53,7187,660+46,058+601%$415.3K$3.0M+$2.6M2026-10-21
Means Investment Co., Inc.
DECREASED42,60442,941-337-1%$2.3M$2.4M+$29.7K2026-11-03
Apollon Wealth Management, LLC
DECREASED27,67228,460-788-3%$1.5M$1.5M-$11.6K2026-10-23
Delphi Management Inc
DECREASED24,91326,845-1,932-7%$1.5M$1.4M-$77.0K2026-11-05
Barclays PLC
INCREASED24,54624,029+517+2%$1.3M$1.4M+$55.6K2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED24,16024,16000%$1.3M$1.3M+$27.2K2026-11-05
Carl P. Sherr & Co., LLC
INCREASED22,66022,624+36+0%$1.2M$1.3M+$27.4K2026-11-06
Deutsche Bank Ag\
DECREASED16,05717,498-1,441-8%$948.7K$888.8K-$60.0K2026-11-06
Sheets Smith Wealth Management
INCREASED14,70514,683+22+0%$796.1K$813.8K+$17.8K2026-10-16
Coston, McIsaac & Partners
INCREASED13,04113,040+1+0%$707.0K$721.8K+$14.8K2026-11-06
Founders Capital Management, LLC
UNCHANGED12,98812,98800%$704.2K$718.8K+$14.6K2026-10-23
Inspire Investing, LLC
DECREASED11,50012,595-1,095-9%$682.9K$636.5K-$46.4K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED11,3314,018+7,313+182%$215.9K$638.9K+$423.0K2026-10-13
Citigroup Inc
DECREASED10,77116,377-5,606-34%$888.0K$596.1K-$291.8K2026-11-04
Alps Advisors Inc
NEW9,950—+9,950——$550.7K—2026-11-03
Russell Investments Group, Ltd.
INCREASED9,8519,358+493+5%$507.4K$545.2K+$37.8K2026-11-06
Vise Technologies, Inc.
INCREASED9,7968,902+894+10%$482.7K$542.2K+$59.5K2026-10-29
Clark & Stuart, Inc
DECREASED9,5509,850-300-3%$534.1K$528.5K-$5.5K2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED9,2108,068+1,142+14%$437.4K$509.7K+$72.3K2026-10-13
R Squared Ltd
INCREASED6,2914,242+2,049+48%$230.0K$348.2K+$118.2K2026-11-06
J.M. Arbour, LLC
UNCHANGED5,7085,70800%$309.5K$315.9K+$6.4K2026-11-05
Old Port Advisors
INCREASED5,5145,423+91+2%$294.0K$305.2K+$11.1K2026-10-23
Abner Herrman & Brock LLC
UNCHANGED5,4645,46400%$296.0K$302.0K+$6.0K2026-10-20
BAR Harbor Wealth Management
NEW5,356—+5,356——$296.4K—2026-10-21
Lmcg Investments, LLC
UNCHANGED4,9814,98100%$270.1K$275.7K+$5.6K2026-10-21
Addison Advisors LLC
NEW4,980—+4,980——$275.6K—2026-11-06
Arizona State Retirement System
INCREASED4,6434,553+90+2%$246.9K$257.0K+$10.1K2026-11-03
Amundi
UNCHANGED4,5494,54900%$246.6K$251.8K+$5.1K2026-11-06
Noesis Capital Mangement Corp
DECREASED4,4768,226-3,750-46%$446.0K$247.7K-$198.3K2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED4,4594,298+161+4%$233.0K$246.8K+$13.7K2026-11-04
Williams Jones Wealth Management, Llc.
UNCHANGED4,3664,36600%$236.7K$241.6K+$4.9K2026-11-05
Apella Capital, LLC
INCREASED4,2984,250+48+1%$229.2K$240.5K+$11.3K2026-10-08
Cambridge Investment Research Advisors, Inc.
NEW3,932—+3,932——$218.0K—2026-11-02
Ethic Inc.
NEW3,876—+3,876——$214.5K—2026-11-03
Quadrant Capital Group LLC
DECREASED3,6553,717-62-2%$201.5K$204.1K+$2.6K2026-10-20
Daytona Street Capital LLC
UNCHANGED3,3203,32000%$177.7K$188.7K+$11.0K2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED2,9393,026-87-3%$163.4K$165.3K+$1.9K2026-11-06
First Bancorp, Inc
UNCHANGED2,4862,48600%$134.8K$137.6K+$2.8K2026-10-26
Parallel Advisors, LLC
INCREASED2,0151,950+65+3%$105.7K$111.5K+$5.8K2026-11-03
Birchbrook, Inc.
UNCHANGED1,7501,75000%$94.9K$96.9K+$2.0K2026-10-14
Trust Co of Vermont
UNCHANGED1,6511,65100%$89.5K$91.4K+$1.9K2026-10-21
US Bancorp \de\
INCREASED1,6181,468+150+10%$79.6K$89.5K+$10.0K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED1,5721,57200%$87.7K$88.5K+$8332026-10-16
Bangor Savings Bank
DECREASED1,3771,379-20%$74.8K$76.2K+$1.4K2026-10-06
Harbor Investment Advisory, LLC
UNCHANGED97597500%$52.9K$54.0K+$1.1K2026-10-13
PNC Financial Services Group, Inc.
DECREASED867881-14-2%$47.8K$48.0K+$2162026-11-06
Signaturefd, LLC
INCREASED851728+123+17%$39.5K$47.1K+$7.6K2026-10-23
State of Alaska, Department of Revenue
UNCHANGED67567500%$36.0K$37.0K+$1.0K2026-10-15
Clearstead Trust, LLC
UNCHANGED54054000%$29.3K$29.9K+$6082026-11-06
Nykredit A/S
UNCHANGED41641600%$22.6K$23.0K+$4682026-11-06
Farther Finance Advisors, LLC
INCREASED375332+43+13%$18.0K$20.8K+$2.8K2026-10-08
Sterling Capital Management LLC
DECREASED331342-11-3%$18.5K$18.3K-$2242026-10-22
Harbor Capital Advisors, Inc.
DECREASED311339-28-8%$18$17-$12026-10-22
Allworth Financial LP
INCREASED263193+70+36%$10.5K$14.3K+$3.8K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED238235+3+1%$12.7K$13.2K+$4312026-11-04
Nisa Investment Advisors, LLC
UNCHANGED23223200%$12.6K$12.8K+$2612026-10-20
Gamma Investing LLC
INCREASED18495+89+94%$5.2K$10.2K+$5.0K2026-10-08
Fifth Third Bancorp
DECREASED173270-97-36%$14.6K$9.6K-$5.1K2026-11-05
Larson Financial Group LLC
INCREASED137127+10+8%$6.9K$7.6K+$6962026-11-05
Essential Partners LLC
UNCHANGED11711700%$6.3K$6.5K+$1312026-10-14
State of Wyoming
NEW92—+92——$5.1K—2026-10-28
SJS Investment Consulting Inc.
INCREASED662+64+3200%$109$3.7K+$3.5K2026-10-26
Fortitude Family Office, LLC
INCREASED5210+42+420%$542$2.9K+$2.3K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED454500%$2.4K$2.5K+$482026-10-27
Root Financial Partners, LLC
NEW40—+40——$2.2K—2026-10-21
True Wealth Design, LLC
UNCHANGED404000%$2.2K$2.2K+$452026-10-13
Versant Capital Management, Inc
NEW37—+37——$2.0K—2026-10-02
IFP Advisors, Inc
UNCHANGED323200%$1.7K$1.8K+$362026-10-16
Physician Wealth Advisors, Inc.
NEW28—+28——$1.6K—2026-10-20
Clark Wealth Partners
NEW23—+23——$1.3K—2026-10-19
Clearstead Advisors, LLC
DECREASED89-1-11%$489$443-$462026-11-06
Provenance Wealth Advisors, LLC
NEW2—+2——$111—2026-10-30
GK Wealth Management LLC
NEW2—+2——$126—2026-10-09
Covestor Ltd
INCREASED21+1+100%$0$0$02026-10-30
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$54$55+$12026-10-29
SBI Securities Co., Ltd.
UNCHANGED1100%$54$55+$12026-10-22
Wellington Shields Capital Management, LLC
CLOSED07,500-7,500-100%$406.7K$0-$406.7K2026-11-03
LPL Financial LLC
CLOSED06,128-6,128-100%$332.3K$0-$332.3K2026-11-06
Moors & Cabot, Inc.
CLOSED03,777-3,777-100%$204.8K$0-$204.8K2026-11-06
Northside Capital Management, LLC
CLOSED03,740-3,740-100%$202.8K$0-$202.8K2026-10-13
Simplex Trading, LLC
CLOSED05-5-100%$271$0-$2712026-11-04
BlackRock, Inc.
N/A—1,782,726-1,782,726-100%$96.7M———
Franklin Resources Inc
N/A—1,577,173-1,577,173-100%$85.5M———
FMR LLC
N/A—1,330,677-1,330,677-100%$72.1M———
Vanguard Capital Management LLC
N/A—753,784-753,784-100%$40.9M———
State Street Corp
N/A—590,172-590,172-100%$32.0M———
American Century Companies Inc
N/A—382,362-382,362-100%$20.7M———
Basswood Capital Management, L.L.C.
N/A—247,699-247,699-100%$13.4M———
Manufacturers Life Insurance Company, the
N/A—234,102-234,102-100%$12.7M———
JPMorgan Chase & Co
N/A—219,565-219,565-100%$11.8M———
Renaissance Technologies LLC
N/A—213,649-213,649-100%$11.6M———
Hotchkis & Wiley Capital Management LLC
N/A—203,100-203,100-100%$11.0M———
Northern Trust Corp
N/A—173,989-173,989-100%$9.4M———
Vanguard Portfolio Management LLC
N/A—155,013-155,013-100%$8.4M———
Two Sigma Investments, LP
N/A—147,526-147,526-100%$8.0M———
Charles Schwab Investment Management Inc
N/A—142,336-142,336-100%$7.7M———
Goldman Sachs Group Inc
N/A—140,728-140,728-100%$7.6M———
AQR Capital Management LLC
N/A—135,733-135,733-100%$7.4M———
Vanguard Fiduciary Trust Co
N/A—111,829-111,829-100%$6.1M———
Bridgeway Capital Management, LLC
N/A—94,093-94,093-100%$5.1M———
Minerva Advisors LLC
N/A—89,568-89,568-100%$4.9M———
Wellington Management Group LLP
N/A—86,792-86,792-100%$4.7M———
Morgan Stanley
N/A—79,975-79,975-100%$4.3M———
Empowered Funds, LLC
N/A—74,993-74,993-100%$4.1M———
First Trust Advisors LP
N/A—71,218-71,218-100%$3.9M———
Gendell Jeffrey L
N/A—61,269-61,269-100%$3.3M———
Dean Investment Associates, LLC
N/A—57,500-57,500-100%$3.1M———
UBS Group AG
N/A—56,759-56,759-100%$3.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—47,689-47,689-100%$2.6M———
Dean Capital Management
N/A—41,764-41,764-100%$2.3M———
Nuveen, LLC
N/A—38,632-38,632-100%$2.1M———
Price T Rowe Associates Inc
N/A—36,338-36,338-100%$2.0M———
Swiss National Bank
N/A—33,361-33,361-100%$1.8M———
Bank of America Corp
N/A—31,517-31,517-100%$1.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—29,336-29,336-100%$1.6M———
UBS Asset Management Americas LLC
N/A—27,754-27,754-100%$1.5M———
Quantinno Capital Management LP
N/A—26,043-26,043-100%$1.4M———
ExodusPoint Capital Management, LP
N/A—25,183-25,183-100%$1.4M———
HM Payson & Co
N/A—22,155-22,155-100%$1.2M———
Legato Capital Management LLC
N/A—21,778-21,778-100%$1.2M———
Invesco Ltd.
N/A—21,632-21,632-100%$1.2M———
Rhumbline Advisers
N/A—21,560-21,560-100%$1.2M———
Ameriprise Financial Inc
N/A—21,217-21,217-100%$1.2M———
Alliancebernstein L.P.
N/A—20,926-20,926-100%$992.9K———
Hantz Financial Services, Inc.
N/A—19,744-19,744-100%$1.1M———
Globeflex Capital L P
N/A—19,051-19,051-100%$1.0M———
Raymond James Financial Inc
N/A—17,320-17,320-100%$939.1K———
Stifel Financial Corp
N/A—16,535-16,535-100%$896.5K———
California State Teachers Retirement System
N/A—16,204-16,204-100%$878.6K———
XTX Topco Ltd
N/A—15,279-15,279-100%$828.4K———
Wells Fargo & Company
N/A—14,853-14,853-100%$805.4K———
Citadel Advisors LLC
N/A—14,082-14,082-100%$763.5K———
Vanguard Global Advisers, LLC
N/A—13,285-13,285-100%$720.3K———
Legal & General Group Plc
N/A—12,653-12,653-100%$686.0K———
Susquehanna Fundamental Investments, LLC
N/A—12,430-12,430-100%$674.0K———
D. E. Shaw & Co., Inc.
N/A—12,384-12,384-100%$671.5K———
Mercer Global Advisors Inc
N/A—12,099-12,099-100%$656.0K———
Mariner, LLC
N/A—11,781-11,781-100%$638.8K———
SEI Investments Co
N/A—11,035-11,035-100%$598.3K———
Vanguard Asset Management, Ltd
N/A—10,144-10,144-100%$550.0K———
MetLife Investment Management, LLC
N/A—9,922-9,922-100%$538.0K———
Warner Group LLC
N/A—9,208-9,208-100%$499.3K———
Canada Pension Plan Investment Board
N/A—9,000-9,000-100%$488.0K———
NewEdge Advisors, LLC
N/A—8,938-8,938-100%$484.6K———
Sequoia Financial Advisors, LLC
N/A—8,661-8,661-100%$469.6K———
Rafferty Asset Management, LLC
N/A—8,285-8,285-100%$449.2K———
Arrowstreet Capital, Limited Partnership
N/A—8,147-8,147-100%$441.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,819-7,819-100%$423.9K———
IEQ Capital, LLC
N/A—7,788-7,788-100%$422.3K———
HighTower Advisors, LLC
N/A—7,514-7,514-100%$407.4K———
Bluebird Wealth Management LLC
N/A—7,358-7,358-100%$399.0K———
New York State Common Retirement Fund
N/A—7,069-7,069-100%$383.3K———
Jupiter Topco LLC
N/A—6,499-6,499-100%$352.6K———
SG Americas Securities, LLC
N/A—6,489-6,489-100%$352.0K———
HSBC Holdings PLC
N/A—6,276-6,276-100%$337.6K———
Royal Bank of Canada
N/A—6,032-6,032-100%$327.0K———
BNP Paribas Financial Markets
N/A—5,312-5,312-100%$288.0K———
Measured Wealth Private Client Group, LLC
N/A—5,310-5,310-100%$287.9K———
Intech Investment Management LLC
N/A—5,287-5,287-100%$286.7K———
Cornerstone Investment Partners, LLC
N/A—4,909-4,909-100%$266.2K———
Davis R M Inc
N/A—4,900-4,900-100%$265.7K———
Police & Firemen's Retirement System of New Jersey
N/A—4,640-4,640-100%$251.6K———
Odyssean, LLC
N/A—4,492-4,492-100%$243.6K———
State Board of Administration of Florida Retirement System
N/A—4,075-4,075-100%$220.9K———
Focus Partners Wealth
N/A—4,071-4,071-100%$220.7K———
Fiduciary Trust Co
N/A—4,000-4,000-100%$216.9K———
Lazard Asset Management LLC
N/A—3,986-3,986-100%$216.1K———
KLP Kapitalforvaltning AS
N/A—3,900-3,900-100%$211.5K———
Voya Investment Management LLC
N/A—3,883-3,883-100%$210.5K———
Peapack Gladstone Financial Corp
N/A—3,743-3,743-100%$203.0K———
Vanguard Investments Australia, Ltd.
N/A—3,560-3,560-100%$193.0K———
Canada Life Assurance Co
N/A—3,197-3,197-100%$173.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,785-2,785-100%$151.0K———
Northwestern Mutual Wealth Management Co
N/A—2,217-2,217-100%$120.2K———
Tower Research Capital LLC (TRC)
N/A—1,441-1,441-100%$78.1K———
Ameritas Investment Partners, Inc.
N/A—1,401-1,401-100%$76.0K———
BNP Paribas Asset Management Holding S.A.
N/A—1,294-1,294-100%$70.2K———
Arax Advisory Partners
N/A—954-954-100%$51.7K———
Osaic Holdings, Inc.
N/A—198-198-100%$10.7K———
Steward Partners Investment Advisory, LLC
N/A—150-150-100%$8.1K———
LOS Angeles Capital Management LLC
N/A—115-115-100%$6.2K———
Glen Eagle Advisors, LLC
N/A—100-100-100%$5.4K———
Smartleaf Asset Management LLC
N/A—90-90-100%$4.9K———
Optiver Holding B.V.
N/A—54-54-100%$2.9K———
Quantbot Technologies LP
N/A—52-52-100%$2.8K———
Rockefeller Capital Management L.P.
N/A—50-50-100%$2.7K———
Quarry LP
N/A—46-46-100%$2.5K———
Rothschild Investment LLC
N/A—32-32-100%$1.7K———
Jones Financial Companies Lllp
N/A—20-20-100%$1.1K———
Kilter Group LLC
N/A—9-9-100%$488———
Global Retirement Partners, LLC
N/A—8-8-100%$434———
Huntington National Bank
N/A—1-1-100%$54———
Showing 202 of 202 institutions