Canoo Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

NEW

Shares10,000

Change+10,000

Value$790

Filed 2025-02-04

BlackRock, Inc.

CLOSED

Shares0 from 4,068,696

Change-4,068,696 (-100%)

Value$0 (-$4.0M)

Filed 2025-02-07

Vanguard Group Inc

CLOSED

Shares0 from 3,927,828

Change-3,927,828 (-100%)

Value$0 (-$3.9M)

Filed 2025-02-11

State Street Corp

CLOSED

Shares0 from 2,309,656

Change-2,309,656 (-100%)

Value$0 (-$2.3M)

Filed 2025-02-14

Geode Capital Management, LLC

CLOSED

Shares0 from 1,679,627

Change-1,679,627 (-100%)

Value$0 (-$1.7M)

Filed 2025-02-12

Infini Capital Management Ltd

CLOSED

Shares0 from 727,842

Change-727,842 (-100%)

Value$0 (-$715.8K)

Filed 2025-02-04

Northern Trust Corp

CLOSED

Shares0 from 470,429

Change-470,429 (-100%)

Value$0 (-$462.7K)

Filed 2025-02-14

Virtu Financial LLC

CLOSED

Shares0 from 284,254

Change-284,254 (-100%)

Value$0 (-$280)

Filed 2025-02-11

Mitsubishi UFJ Asset Management Co., Ltd.

CLOSED

Shares0 from 255,346

Change-255,346 (-100%)

Value$0 (-$251.1K)

Filed 2025-02-12

Goldman Sachs Group Inc

CLOSED

Shares0 from 253,849

Change-253,849 (-100%)

Value$0 (-$249.7K)

Filed 2025-02-11

Morgan Stanley

CLOSED

Shares0 from 248,866

Change-248,866 (-100%)

Value$0 (-$244.8K)

Filed 2025-05-15

Marex Group Ltd

CLOSED

Shares0 from 196,408

Change-196,408 (-100%)

Value$0 (-$193.2K)

Filed 2026-04-02

Squarepoint Ops LLC

CLOSED

Shares0 from 168,709

Change-168,709 (-100%)

Value$0 (-$165.9K)

Filed 2025-02-14

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 164,122

Change-164,122 (-100%)

Value$0 (-$161.4K)

Filed 2025-02-06

Bank of New York Mellon Corp

CLOSED

Shares0 from 135,042

Change-135,042 (-100%)

Value$0 (-$132.8K)

Filed 2025-02-04

Nuveen Asset Management, LLC

CLOSED

Shares0 from 115,891

Change-115,891 (-100%)

Value$0 (-$114.0K)

Filed 2025-02-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 113,049

Change-113,049 (-100%)

Value$0 (-$111.2K)

Filed 2025-02-14

EP Wealth Advisors, LLC

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$98.4K)

Filed 2025-02-14

Alliancebernstein L.P.

CLOSED

Shares0 from 98,180

Change-98,180 (-100%)

Value$0 (-$96.6K)

Filed 2025-02-12

Jane Street Group, LLC

CLOSED

Shares0 from 92,149

Change-92,149 (-100%)

Value$0 (-$90.6K)

Filed 2025-02-14

Barclays PLC

CLOSED

Shares0 from 87,752

Change-87,752 (-100%)

Value$0 (-$86.3K)

Filed 2026-03-19

Millennium Management LLC

CLOSED

Shares0 from 74,927

Change-74,927 (-100%)

Value$0 (-$73.7K)

Filed 2025-02-14

Citigroup Inc

CLOSED

Shares0 from 69,251

Change-69,251 (-100%)

Value$0 (-$68.1K)

Filed 2025-02-12

Rhumbline Advisers

CLOSED

Shares0 from 65,945

Change-65,945 (-100%)

Value$0 (-$64.9K)

Filed 2025-05-29

Verition Fund Management LLC

CLOSED

Shares0 from 65,500

Change-65,500 (-100%)

Value$0 (-$64.4K)

Filed 2025-02-14

ExodusPoint Capital Management, LP

CLOSED

Shares0 from 62,151

Change-62,151 (-100%)

Value$0 (-$61)

Filed 2025-02-12

Citadel Advisors LLC

CLOSED

Shares0 from 49,780

Change-49,780 (-100%)

Value$0 (-$49.0K)

Filed 2025-02-14

Deutsche Bank Ag\

CLOSED

Shares0 from 37,230

Change-37,230 (-100%)

Value$0 (-$36.5K)

Filed 2025-02-14

SEI Investments Co

CLOSED

Shares0 from 35,700

Change-35,700 (-100%)

Value$0 (-$35.1K)

Filed 2025-02-11

Corebridge Financial, Inc.

CLOSED

Shares0 from 35,081

Change-35,081 (-100%)

Value$0 (-$34.5K)

Filed 2025-02-11

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 33,051

Change-33,051 (-100%)

Value$0 (-$32.5K)

Filed 2025-02-14

XTX Topco Ltd

CLOSED

Shares0 from 31,659

Change-31,659 (-100%)

Value$0 (-$31.1K)

Filed 2025-02-13

Daiwa Securities Group Inc.

CLOSED

Shares0 from 31,405

Change-31,405 (-100%)

Value$0 (-$31)

Filed 2025-02-07

UBS Group AG

CLOSED

Shares0 from 31,305

Change-31,305 (-100%)

Value$0 (-$30.8K)

Filed 2025-02-14

Wells Fargo & Company

CLOSED

Shares0 from 30,428

Change-30,428 (-100%)

Value$0 (-$29.9K)

Filed 2025-02-13

JPMorgan Chase & Co

CLOSED

Shares0 from 29,091

Change-29,091 (-100%)

Value$0 (-$28.6K)

Filed 2025-02-12

Invesco Ltd.

CLOSED

Shares0 from 25,763

Change-25,763 (-100%)

Value$0 (-$25.3K)

Filed 2025-02-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$24.6K)

Filed 2025-02-10

Cetera Investment Advisers

CLOSED

Shares0 from 24,537

Change-24,537 (-100%)

Value$0 (-$24.1K)

Filed 2025-02-14

SG Americas Securities, LLC

CLOSED

Shares0 from 23,085

Change-23,085 (-100%)

Value$0 (-$23)

Filed 2025-01-17

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 20,838

Change-20,838 (-100%)

Value$0 (-$20)

Filed 2025-02-14

Balyasny Asset Management L.P.

CLOSED

Shares0 from 20,022

Change-20,022 (-100%)

Value$0 (-$19.7K)

Filed 2025-02-14

Curbstone Financial Management Corp

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$19.7K)

Filed 2025-01-22

Price T Rowe Associates Inc

CLOSED

Shares0 from 19,213

Change-19,213 (-100%)

Value$0 (-$19)

Filed 2025-02-14

StoneX Group Inc.

CLOSED

Shares0 from 19,149

Change-19,149 (-100%)

Value$0 (-$18.8K)

Filed 2025-08-13

Two Sigma Securities, LLC

CLOSED

Shares0 from 19,044

Change-19,044 (-100%)

Value$0 (-$18.7K)

Filed 2025-02-14

Wolverine Trading, LLC

CLOSED

Shares0 from 18,647

Change-18,647 (-100%)

Value$0 (-$20.0K)

Filed 2025-02-14

Harel Insurance Investments & Financial Services Ltd.

CLOSED

Shares0 from 16,525

Change-16,525 (-100%)

Value$0 (-$16)

Filed 2025-01-21

Quadrature Capital Ltd

CLOSED

Shares0 from 16,398

Change-16,398 (-100%)

Value$0 (-$16.1K)

Filed 2025-02-13

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 16,285

Change-16,285 (-100%)

Value$0 (-$16.0K)

Filed 2025-02-14

MBL Wealth, LLC

CLOSED

Shares0 from 14,659

Change-14,659 (-100%)

Value$0 (-$14.4K)

Filed 2025-04-21

New York State Common Retirement Fund

CLOSED

Shares0 from 14,300

Change-14,300 (-100%)

Value$0 (-$14.1K)

Filed 2025-10-08

Amundi

CLOSED

Shares0 from 14,063

Change-14,063 (-100%)

Value$0 (-$13.9K)

Filed 2025-02-07

BNP Paribas Financial Markets

CLOSED

Shares0 from 12,873

Change-12,873 (-100%)

Value$0 (-$12.7K)

Filed 2025-02-14

ProShare Advisors LLC

CLOSED

Shares0 from 12,396

Change-12,396 (-100%)

Value$0 (-$12.2K)

Filed 2025-02-14

AQR Capital Management LLC

CLOSED

Shares0 from 11,567

Change-11,567 (-100%)

Value$0 (-$11.4K)

Filed 2025-02-14

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 11,438

Change-11,438 (-100%)

Value$0 (-$11)

Filed 2025-02-10

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 10,270

Change-10,270 (-100%)

Value$0 (-$10.1K)

Filed 2025-02-13

Apollon Wealth Management, LLC

CLOSED

Shares0 from 10,004

Change-10,004 (-100%)

Value$0 (-$9.8K)

Filed 2025-01-28

Russell Investments Group, Ltd.

CLOSED

Shares0 from 8,907

Change-8,907 (-100%)

Value$0 (-$8.8K)

Filed 2025-02-13

FMR LLC

CLOSED

Shares0 from 8,181

Change-8,181 (-100%)

Value$0 (-$8.0K)

Filed 2026-11-05

Royal Bank of Canada

CLOSED

Shares0 from 7,731

Change-7,731 (-100%)

Value$0 (-$7.0K)

Filed 2025-02-14

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 5,821

Change-5,821 (-100%)

Value$0 (-$5.7K)

Filed 2025-02-13

Legal & General Group Plc

CLOSED

Shares0 from 5,126

Change-5,126 (-100%)

Value$0 (-$5.0K)

Filed 2025-02-13

California State Teachers Retirement System

CLOSED

Shares0 from 4,305

Change-4,305 (-100%)

Value$0 (-$4.2K)

Filed 2025-03-18

Amalgamated Bank

CLOSED

Shares0 from 2,056

Change-2,056 (-100%)

Value$0 (-$2)

Filed 2025-02-04

Federated Hermes, Inc.

CLOSED

Shares0 from 1,512

Change-1,512 (-100%)

Value$0 (-$1.5K)

Filed 2025-02-13

Carolinas Wealth Consulting LLC

CLOSED

Shares0 from 1,357

Change-1,357 (-100%)

Value$0 (-$1.3K)

Filed 2025-02-27

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$984)

Filed 2025-01-16

CWM, LLC

CLOSED

Shares0 from 906

Change-906 (-100%)

Value$0 (-$1)

Filed 2025-02-04

Allworth Financial LP

CLOSED

Shares0 from 893

Change-893 (-100%)

Value$0 (-$879)

Filed 2025-01-30

Olistico Wealth, LLC

CLOSED

Shares0 from 868

Change-868 (-100%)

Value$0 (-$854)

Filed 2025-01-17

Toth Financial Advisory Corp

CLOSED

Shares0 from 826

Change-826 (-100%)

Value$0 (-$813)

Filed 2025-01-21

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 725

Change-725 (-100%)

Value$0 (-$713)

Filed 2025-02-07

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 686

Change-686 (-100%)

Value$0 (-$675)

Filed 2025-02-14

Lindbrook Capital, LLC

CLOSED

Shares0 from 564

Change-564 (-100%)

Value$0 (-$555)

Filed 2025-02-06

First Command Advisory Services, Inc.

CLOSED

Shares0 from 434

Change-434 (-100%)

Value$0 (-$427)

Filed 2025-02-05

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 346

Change-346 (-100%)

Value$0 (-$340)

Filed 2025-01-24

Osaic Holdings, Inc.

CLOSED

Shares0 from 241

Change-241 (-100%)

Value$0 (-$237)

Filed 2025-06-06

CoreCap Advisors, LLC

CLOSED

Shares0 from 228

Change-228 (-100%)

Value$0 (-$224)

Filed 2025-02-14

TrinityBridge Ltd

CLOSED

Shares0 from 221

Change-221 (-100%)

Value$0 ($0)

Filed 2025-01-28

Bear Mountain Capital, Inc.

CLOSED

Shares0 from 217

Change-217 (-100%)

Value$0 (-$206)

Filed 2025-02-03

Sterling Capital Management LLC

CLOSED

Shares0 from 189

Change-189 (-100%)

Value$0 (-$186)

Filed 2025-02-13

National Bank of Canada

CLOSED

Shares0 from 143

Change-143 (-100%)

Value$0 (-$141)

Filed 2025-02-12

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 130

Change-130 (-100%)

Value$0 (-$128)

Filed 2025-01-17

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 92

Change-92 (-100%)

Value$0 (-$90)

Filed 2025-01-29

Atlantic Trust Group, LLC

CLOSED

Shares0 from 89

Change-89 (-100%)

Value$0 (-$88)

Filed 2025-02-12

Trust Co of Vermont

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$85)

Filed 2025-01-15

DecisionPoint Financial, LLC

CLOSED

Shares0 from 86

Change-86 (-100%)

Value$0 (-$85)

Filed 2025-01-29

Jones Financial Companies Lllp

CLOSED

Shares0 from 66

Change-66 (-100%)

Value$0 (-$71)

Filed 2025-02-06

US Bancorp \de\

CLOSED

Shares0 from 65

Change-65 (-100%)

Value$0 (-$64)

Filed 2025-02-05

Picton Mahoney Asset Management

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$1)

Filed 2025-04-02

Armstrong Advisory Group, Inc

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$51)

Filed 2025-01-14

Compagnie Lombard Odier SCmA

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$48)

Filed 2025-01-30

Ascentis Wealth Management, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$42)

Filed 2025-01-10

Perritt Capital Management Inc

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$42)

Filed 2025-02-12

Investors Research Corp

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$42)

Filed 2025-02-07

Avior Wealth Management, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$42)

Filed 2025-01-17

Atlantic Edge Private Wealth Management, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$43)

Filed 2025-01-29

Dhjj Financial Advisors, Ltd.

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$43)

Filed 2025-01-30

Fourpath Capital Management, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$17)

Filed 2025-01-24

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$10)

Filed 2025-02-13

Householder Group Estate & Retirement Specialist, LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 ($0)

Filed 2025-01-15

Global Retirement Partners, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$5)

Filed 2025-01-31

Cornerstone Planning Group LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$4)

Filed 2025-01-29

Tucker Asset Management LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$2)

Filed 2025-02-12

North Star Investment Management Corp.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$2)

Filed 2025-02-10

Arax Advisory Partners

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$2)

Filed 2025-02-05

HM Payson & Co

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$2)

Filed 2025-02-07

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

AJOVista, LLC

N/A

Shares— from 122,299

Change-122,299 (-100%)

Value—

	Status
IFP Advisors, Inc	NEW	10,000	—	+10,000	—	—	$790	—	2025-02-04
BlackRock, Inc.	CLOSED	0	4,068,696	-4,068,696	-100%	$4.0M	$0	-$4.0M	2025-02-07
Vanguard Group Inc	CLOSED	0	3,927,828	-3,927,828	-100%	$3.9M	$0	-$3.9M	2025-02-11
State Street Corp	CLOSED	0	2,309,656	-2,309,656	-100%	$2.3M	$0	-$2.3M	2025-02-14
Geode Capital Management, LLC	CLOSED	0	1,679,627	-1,679,627	-100%	$1.7M	$0	-$1.7M	2025-02-12
Infini Capital Management Ltd	CLOSED	0	727,842	-727,842	-100%	$715.8K	$0	-$715.8K	2025-02-04
Northern Trust Corp	CLOSED	0	470,429	-470,429	-100%	$462.7K	$0	-$462.7K	2025-02-14
Virtu Financial LLC	CLOSED	0	284,254	-284,254	-100%	$280	$0	-$280	2025-02-11
Mitsubishi UFJ Asset Management Co., Ltd.	CLOSED	0	255,346	-255,346	-100%	$251.1K	$0	-$251.1K	2025-02-12
Goldman Sachs Group Inc	CLOSED	0	253,849	-253,849	-100%	$249.7K	$0	-$249.7K	2025-02-11
Morgan Stanley	CLOSED	0	248,866	-248,866	-100%	$244.8K	$0	-$244.8K	2025-05-15
Marex Group Ltd	CLOSED	0	196,408	-196,408	-100%	$193.2K	$0	-$193.2K	2026-04-02
Squarepoint Ops LLC	CLOSED	0	168,709	-168,709	-100%	$165.9K	$0	-$165.9K	2025-02-14
Charles Schwab Investment Management Inc	CLOSED	0	164,122	-164,122	-100%	$161.4K	$0	-$161.4K	2025-02-06
Bank of New York Mellon Corp	CLOSED	0	135,042	-135,042	-100%	$132.8K	$0	-$132.8K	2025-02-04
Nuveen Asset Management, LLC	CLOSED	0	115,891	-115,891	-100%	$114.0K	$0	-$114.0K	2025-02-14
Susquehanna International Group, LLP	CLOSED	0	113,049	-113,049	-100%	$111.2K	$0	-$111.2K	2025-02-14
EP Wealth Advisors, LLC	CLOSED	0	100,000	-100,000	-100%	$98.4K	$0	-$98.4K	2025-02-14
Alliancebernstein L.P.	CLOSED	0	98,180	-98,180	-100%	$96.6K	$0	-$96.6K	2025-02-12
Jane Street Group, LLC	CLOSED	0	92,149	-92,149	-100%	$90.6K	$0	-$90.6K	2025-02-14
Barclays PLC	CLOSED	0	87,752	-87,752	-100%	$86.3K	$0	-$86.3K	2026-03-19
Millennium Management LLC	CLOSED	0	74,927	-74,927	-100%	$73.7K	$0	-$73.7K	2025-02-14
Citigroup Inc	CLOSED	0	69,251	-69,251	-100%	$68.1K	$0	-$68.1K	2025-02-12
Rhumbline Advisers	CLOSED	0	65,945	-65,945	-100%	$64.9K	$0	-$64.9K	2025-05-29
Verition Fund Management LLC	CLOSED	0	65,500	-65,500	-100%	$64.4K	$0	-$64.4K	2025-02-14
ExodusPoint Capital Management, LP	CLOSED	0	62,151	-62,151	-100%	$61	$0	-$61	2025-02-12
Citadel Advisors LLC	CLOSED	0	49,780	-49,780	-100%	$49.0K	$0	-$49.0K	2025-02-14
Deutsche Bank Ag\	CLOSED	0	37,230	-37,230	-100%	$36.5K	$0	-$36.5K	2025-02-14
SEI Investments Co	CLOSED	0	35,700	-35,700	-100%	$35.1K	$0	-$35.1K	2025-02-11
Corebridge Financial, Inc.	CLOSED	0	35,081	-35,081	-100%	$34.5K	$0	-$34.5K	2025-02-11
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	33,051	-33,051	-100%	$32.5K	$0	-$32.5K	2025-02-14
XTX Topco Ltd	CLOSED	0	31,659	-31,659	-100%	$31.1K	$0	-$31.1K	2025-02-13
Daiwa Securities Group Inc.	CLOSED	0	31,405	-31,405	-100%	$31	$0	-$31	2025-02-07
UBS Group AG	CLOSED	0	31,305	-31,305	-100%	$30.8K	$0	-$30.8K	2025-02-14
Wells Fargo & Company	CLOSED	0	30,428	-30,428	-100%	$29.9K	$0	-$29.9K	2025-02-13
JPMorgan Chase & Co	CLOSED	0	29,091	-29,091	-100%	$28.6K	$0	-$28.6K	2025-02-12
Invesco Ltd.	CLOSED	0	25,763	-25,763	-100%	$25.3K	$0	-$25.3K	2025-02-13
Farther Finance Advisors, LLC	CLOSED	0	25,000	-25,000	-100%	$24.6K	$0	-$24.6K	2025-02-10
Cetera Investment Advisers	CLOSED	0	24,537	-24,537	-100%	$24.1K	$0	-$24.1K	2025-02-14
SG Americas Securities, LLC	CLOSED	0	23,085	-23,085	-100%	$23	$0	-$23	2025-01-17
Cambridge Investment Research Advisors, Inc.	CLOSED	0	20,838	-20,838	-100%	$20	$0	-$20	2025-02-14
Balyasny Asset Management L.P.	CLOSED	0	20,022	-20,022	-100%	$19.7K	$0	-$19.7K	2025-02-14
Curbstone Financial Management Corp	CLOSED	0	20,000	-20,000	-100%	$19.7K	$0	-$19.7K	2025-01-22
Price T Rowe Associates Inc	CLOSED	0	19,213	-19,213	-100%	$19	$0	-$19	2025-02-14
StoneX Group Inc.	CLOSED	0	19,149	-19,149	-100%	$18.8K	$0	-$18.8K	2025-08-13
Two Sigma Securities, LLC	CLOSED	0	19,044	-19,044	-100%	$18.7K	$0	-$18.7K	2025-02-14
Wolverine Trading, LLC	CLOSED	0	18,647	-18,647	-100%	$20.0K	$0	-$20.0K	2025-02-14
Harel Insurance Investments & Financial Services Ltd.	CLOSED	0	16,525	-16,525	-100%	$16	$0	-$16	2025-01-21
Quadrature Capital Ltd	CLOSED	0	16,398	-16,398	-100%	$16.1K	$0	-$16.1K	2025-02-13
Manufacturers Life Insurance Company, the	CLOSED	0	16,285	-16,285	-100%	$16.0K	$0	-$16.0K	2025-02-14
MBL Wealth, LLC	CLOSED	0	14,659	-14,659	-100%	$14.4K	$0	-$14.4K	2025-04-21
New York State Common Retirement Fund	CLOSED	0	14,300	-14,300	-100%	$14.1K	$0	-$14.1K	2025-10-08
Amundi	CLOSED	0	14,063	-14,063	-100%	$13.9K	$0	-$13.9K	2025-02-07
BNP Paribas Financial Markets	CLOSED	0	12,873	-12,873	-100%	$12.7K	$0	-$12.7K	2025-02-14
ProShare Advisors LLC	CLOSED	0	12,396	-12,396	-100%	$12.2K	$0	-$12.2K	2025-02-14
AQR Capital Management LLC	CLOSED	0	11,567	-11,567	-100%	$11.4K	$0	-$11.4K	2025-02-14
Commonwealth Equity Services, LLC	CLOSED	0	11,438	-11,438	-100%	$11	$0	-$11	2025-02-10
Tower Research Capital LLC (TRC)	CLOSED	0	10,270	-10,270	-100%	$10.1K	$0	-$10.1K	2025-02-13
Apollon Wealth Management, LLC	CLOSED	0	10,004	-10,004	-100%	$9.8K	$0	-$9.8K	2025-01-28
Russell Investments Group, Ltd.	CLOSED	0	8,907	-8,907	-100%	$8.8K	$0	-$8.8K	2025-02-13
FMR LLC	CLOSED	0	8,181	-8,181	-100%	$8.0K	$0	-$8.0K	2026-11-05
Royal Bank of Canada	CLOSED	0	7,731	-7,731	-100%	$7.0K	$0	-$7.0K	2025-02-14
Ameritas Investment Partners, Inc.	CLOSED	0	5,821	-5,821	-100%	$5.7K	$0	-$5.7K	2025-02-13
Legal & General Group Plc	CLOSED	0	5,126	-5,126	-100%	$5.0K	$0	-$5.0K	2025-02-13
California State Teachers Retirement System	CLOSED	0	4,305	-4,305	-100%	$4.2K	$0	-$4.2K	2025-03-18
Amalgamated Bank	CLOSED	0	2,056	-2,056	-100%	$2	$0	-$2	2025-02-04
Federated Hermes, Inc.	CLOSED	0	1,512	-1,512	-100%	$1.5K	$0	-$1.5K	2025-02-13
Carolinas Wealth Consulting LLC	CLOSED	0	1,357	-1,357	-100%	$1.3K	$0	-$1.3K	2025-02-27
Harbor Investment Advisory, LLC	CLOSED	0	1,000	-1,000	-100%	$984	$0	-$984	2025-01-16
CWM, LLC	CLOSED	0	906	-906	-100%	$1	$0	-$1	2025-02-04
Allworth Financial LP	CLOSED	0	893	-893	-100%	$879	$0	-$879	2025-01-30
Olistico Wealth, LLC	CLOSED	0	868	-868	-100%	$854	$0	-$854	2025-01-17
Toth Financial Advisory Corp	CLOSED	0	826	-826	-100%	$813	$0	-$813	2025-01-21
PNC Financial Services Group, Inc.	CLOSED	0	725	-725	-100%	$713	$0	-$713	2025-02-07
Federation des caisses Desjardins du Quebec	CLOSED	0	686	-686	-100%	$675	$0	-$675	2025-02-14
Lindbrook Capital, LLC	CLOSED	0	564	-564	-100%	$555	$0	-$555	2025-02-06
First Command Advisory Services, Inc.	CLOSED	0	434	-434	-100%	$427	$0	-$427	2025-02-05
GPS Wealth Strategies Group, LLC	CLOSED	0	346	-346	-100%	$340	$0	-$340	2025-01-24
Osaic Holdings, Inc.	CLOSED	0	241	-241	-100%	$237	$0	-$237	2025-06-06
CoreCap Advisors, LLC	CLOSED	0	228	-228	-100%	$224	$0	-$224	2025-02-14
TrinityBridge Ltd	CLOSED	0	221	-221	-100%	$0	$0	$0	2025-01-28
Bear Mountain Capital, Inc.	CLOSED	0	217	-217	-100%	$206	$0	-$206	2025-02-03
Sterling Capital Management LLC	CLOSED	0	189	-189	-100%	$186	$0	-$186	2025-02-13
National Bank of Canada	CLOSED	0	143	-143	-100%	$141	$0	-$141	2025-02-12
Nisa Investment Advisors, LLC	CLOSED	0	130	-130	-100%	$128	$0	-$128	2025-01-17
Allspring Global Investments Holdings, LLC	CLOSED	0	92	-92	-100%	$90	$0	-$90	2025-01-29
Atlantic Trust Group, LLC	CLOSED	0	89	-89	-100%	$88	$0	-$88	2025-02-12
Trust Co of Vermont	CLOSED	0	86	-86	-100%	$85	$0	-$85	2025-01-15
DecisionPoint Financial, LLC	CLOSED	0	86	-86	-100%	$85	$0	-$85	2025-01-29
Jones Financial Companies Lllp	CLOSED	0	66	-66	-100%	$71	$0	-$71	2025-02-06
US Bancorp \de\	CLOSED	0	65	-65	-100%	$64	$0	-$64	2025-02-05
Picton Mahoney Asset Management	CLOSED	0	52	-52	-100%	$1	$0	-$1	2025-04-02
Armstrong Advisory Group, Inc	CLOSED	0	51	-51	-100%	$51	$0	-$51	2025-01-14
Compagnie Lombard Odier SCmA	CLOSED	0	48	-48	-100%	$48	$0	-$48	2025-01-30
Ascentis Wealth Management, LLC	CLOSED	0	43	-43	-100%	$42	$0	-$42	2025-01-10
Perritt Capital Management Inc	CLOSED	0	43	-43	-100%	$42	$0	-$42	2025-02-12
Investors Research Corp	CLOSED	0	43	-43	-100%	$42	$0	-$42	2025-02-07
Avior Wealth Management, LLC	CLOSED	0	43	-43	-100%	$42	$0	-$42	2025-01-17
Atlantic Edge Private Wealth Management, LLC	CLOSED	0	43	-43	-100%	$43	$0	-$43	2025-01-29
Dhjj Financial Advisors, Ltd.	CLOSED	0	43	-43	-100%	$43	$0	-$43	2025-01-30
Fourpath Capital Management, LLC	CLOSED	0	17	-17	-100%	$17	$0	-$17	2025-01-24
TD Waterhouse Canada Inc.	CLOSED	0	11	-11	-100%	$10	$0	-$10	2025-02-13
Householder Group Estate & Retirement Specialist, LLC	CLOSED	0	8	-8	-100%	$0	$0	$0	2025-01-15
Global Retirement Partners, LLC	CLOSED	0	5	-5	-100%	$5	$0	-$5	2025-01-31
Cornerstone Planning Group LLC	CLOSED	0	4	-4	-100%	$4	$0	-$4	2025-01-29
Tucker Asset Management LLC	CLOSED	0	2	-2	-100%	$2	$0	-$2	2025-02-12
North Star Investment Management Corp.	CLOSED	0	2	-2	-100%	$2	$0	-$2	2025-02-10
Arax Advisory Partners	CLOSED	0	2	-2	-100%	$2	$0	-$2	2025-02-05
HM Payson & Co	CLOSED	0	2	-2	-100%	$2	$0	-$2	2025-02-07
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
AJOVista, LLC	N/A	—	122,299	-122,299	-100%	$120.3K	—	—	—

Showing 111 of 111 institutions