Capital City Bank Group Inc (CCBG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares876,194 from 878,839

Change-2,645 (0%)

Value$42.3M (-$1.1M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares358,032 from 366,589

Change-8,557 (-2%)

Value$17.3M (-$813.2K)

Filed 2026-11-06

Murphy, Middleton, Hinkle & Parker, Inc.

INCREASED

Shares148,688 from 145,945

Change+2,743 (+2%)

Value$7.2M (-$26.5K)

Filed 2026-10-15

Bank of New York Mellon Corp

DECREASED

Shares77,648 from 78,198

Change-550 (-1%)

Value$3.8M (-$111.8K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares72,161 from 82,524

Change-10,363 (-13%)

Value$3.5M (-$590.8K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares36,995 from 36,071

Change+924 (+3%)

Value$1.8M (+$5.3K)

Filed 2026-11-06

Capital City Trust Co

INCREASED

Shares23,705 from 14,437

Change+9,268 (+64%)

Value$1.1M (+$432.2K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares19,678 from 18,207

Change+1,471 (+8%)

Value$951.0K (+$51.2K)

Filed 2026-11-02

SummerHaven Investment Management, LLC

INCREASED

Shares18,431 from 17,953

Change+478 (+3%)

Value$890.8K (+$3.5K)

Filed 2026-10-19

ZWJ Investment Counsel Inc

UNCHANGED

Shares14,888 from 14,888

Change0 (0%)

Value$719.5K (-$16.2K)

Filed 2026-10-15

Inspire Investing, LLC

DECREASED

Shares13,183 from 13,731

Change-548 (-4%)

Value$637.1K (-$41.5K)

Filed 2026-10-22

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares13,048 from 11,576

Change+1,472 (+13%)

Value$630.6K (+$58.5K)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares12,638 from 14,116

Change-1,478 (-10%)

Value$610.8K (-$86.8K)

Filed 2026-11-06

Seven Hills Financial, LLC

NEW

Shares11,335

Change+11,335

Value$547.8K

Filed 2026-10-13

Citigroup Inc

DECREASED

Shares11,247 from 14,105

Change-2,858 (-20%)

Value$543.6K (-$153.5K)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares9,273 from 36,024

Change-26,751 (-74%)

Value$448.2K (-$1.3M)

Filed 2026-10-16

Princeton Capital Management LLC

UNCHANGED

Shares7,683 from 7,683

Change0 (0%)

Value$371.3K (-$8.4K)

Filed 2026-10-27

LPL Financial LLC

INCREASED

Shares7,105 from 6,566

Change+539 (+8%)

Value$343.4K (+$18.9K)

Filed 2026-11-06

Hohimer Wealth Management, LLC

INCREASED

Shares5,123 from 4,969

Change+154 (+3%)

Value$247.6K (+$2.0K)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$48.3K (-$1.1K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

INCREASED

Shares760 from 535

Change+225 (+42%)

Value$36.7K (+$10.3K)

Filed 2026-10-20

State of Alaska, Department of Revenue

UNCHANGED

Shares689 from 689

Change0 (0%)

Value$33.0K (-$1.0K)

Filed 2026-10-15

Versant Capital Management, Inc

UNCHANGED

Shares480 from 480

Change0 (0%)

Value$23.2K (-$524)

Filed 2026-10-02

Lanark Financial, Inc.

UNCHANGED

Shares466 from 466

Change0 (0%)

Value$22.5K (-$507)

Filed 2026-10-26

US Bancorp \de\

INCREASED

Shares408 from 385

Change+23 (+6%)

Value$19.7K (+$693)

Filed 2026-11-05

Gamma Investing LLC

UNCHANGED

Shares306 from 306

Change0 (0%)

Value$14.8K (-$334)

Filed 2026-10-08

Signaturefd, LLC

UNCHANGED

Shares278 from 278

Change0 (0%)

Value$13.4K (-$303)

Filed 2026-10-23

Sterling Capital Management LLC

DECREASED

Shares273 from 283

Change-10 (-4%)

Value$13.2K (-$792)

Filed 2026-10-22

Pension & Wealth Management Advisors, Inc.

NEW

Shares142

Change+142

Value$6.9K

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$6.0K ($0)

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares101 from 18

Change+83 (+461%)

Value$4.9K (+$4.0K)

Filed 2026-11-05

Elyxium Wealth, LLC

NEW

Shares96

Change+96

Value$4.6K

Filed 2026-10-27

North Star Investment Management Corp.

UNCHANGED

Shares68 from 68

Change0 (0%)

Value$3.3K (-$75)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares57 from 47

Change+10 (+21%)

Value$2.8K (+$428)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares46 from 6

Change+40 (+667%)

Value$2.2K (+$1.9K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares45 from 45

Change0 (0%)

Value$2.2K (-$49)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares37

Change+37

Value$1.8K

Filed 2026-10-21

Silver Grove Financial Group, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$1.7K (-$39)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares33 from 32

Change+1 (+3%)

Value$1.6K (+$13)

Filed 2026-11-04

PNC Financial Services Group, Inc.

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.4K (-$31)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$1.3K (-$28)

Filed 2026-10-16

Bare Financial Services, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$773 (-$18)

Filed 2026-11-04

Parallel Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$580 (-$13)

Filed 2026-11-03

True Wealth Design, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$532 (-$12)

Filed 2026-10-13

Assetmark, Inc

NEW

Shares8

Change+8

Value$387

Filed 2026-10-21

SBI Securities Co., Ltd.

DECREASED

Shares6 from 10

Change-4 (-40%)

Value$290 (-$204)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares5

Change+5

Value$242

Filed 2026-10-30

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$136

Filed 2026-10-09

Isthmus Partners, LLC

CLOSED

Shares0 from 21,153

Change-21,153 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-21

Alps Advisors Inc

CLOSED

Shares0 from 11,841

Change-11,841 (-100%)

Value$0 (-$585.2K)

Filed 2026-11-03

BlackRock, Inc.

N/A

Shares— from 1,688,562

Change-1,688,562 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 609,425

Change-609,425 (-100%)

Value—

State Street Corp

N/A

Shares— from 530,513

Change-530,513 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 471,329

Change-471,329 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 469,328

Change-469,328 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 457,081

Change-457,081 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 224,886

Change-224,886 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 198,294

Change-198,294 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 148,444

Change-148,444 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 132,671

Change-132,671 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 130,718

Change-130,718 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 117,284

Change-117,284 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 99,353

Change-99,353 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 92,232

Change-92,232 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 82,085

Change-82,085 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 74,760

Change-74,760 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 71,583

Change-71,583 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 67,500

Change-67,500 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 58,890

Change-58,890 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 52,000

Change-52,000 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 50,933

Change-50,933 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 44,913

Change-44,913 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 41,127

Change-41,127 (-100%)

Value—

Thomasville National Bank

N/A

Shares— from 37,973

Change-37,973 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 36,516

Change-36,516 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,284

Change-34,284 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 27,634

Change-27,634 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 27,500

Change-27,500 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 25,318

Change-25,318 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 24,054

Change-24,054 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 22,584

Change-22,584 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 19,807

Change-19,807 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 18,975

Change-18,975 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 17,763

Change-17,763 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 17,752

Change-17,752 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 16,213

Change-16,213 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 16,085

Change-16,085 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 15,083

Change-15,083 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 14,456

Change-14,456 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 14,404

Change-14,404 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 13,947

Change-13,947 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 13,810

Change-13,810 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 13,614

Change-13,614 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 13,303

Change-13,303 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 13,211

Change-13,211 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 12,547

Change-12,547 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 11,900

Change-11,900 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,794

Change-11,794 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 11,500

Change-11,500 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 11,417

Change-11,417 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 11,113

Change-11,113 (-100%)

Value—

Boston Partners

N/A

Shares— from 10,836

Change-10,836 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 9,943

Change-9,943 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,778

Change-9,778 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 8,578

Change-8,578 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,173

Change-8,173 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 8,149

Change-8,149 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 8,142

Change-8,142 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 7,494

Change-7,494 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 7,465

Change-7,465 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 7,401

Change-7,401 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,475

Change-6,475 (-100%)

Value—

Varcov Co.

N/A

Shares— from 6,466

Change-6,466 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 5,971

Change-5,971 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 5,913

Change-5,913 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 5,530

Change-5,530 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 5,462

Change-5,462 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,444

Change-5,444 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,222

Change-5,222 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 4,841

Change-4,841 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 4,819

Change-4,819 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 4,785

Change-4,785 (-100%)

Value—

CIM Investment Management Inc

N/A

Shares— from 4,770

Change-4,770 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,711

Change-4,711 (-100%)

Value—

Allstate Corp

N/A

Shares— from 4,617

Change-4,617 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 4,443

Change-4,443 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 4,221

Change-4,221 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,200

Change-4,200 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 4,199

Change-4,199 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,841

Change-3,841 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,097

Change-3,097 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 2,915

Change-2,915 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,829

Change-1,829 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,315

Change-1,315 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,186

Change-1,186 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 702

Change-702 (-100%)

Value—

FMR LLC

N/A

Shares— from 660

Change-660 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 483

Change-483 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 321

Change-321 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 104

Change-104 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 96

Change-96 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 71

Change-71 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16

Change-16 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	876,194	878,839	-2,645	0%	$43.4M	$42.3M	-$1.1M	2026-11-04
Geode Capital Management, LLC	DECREASED	358,032	366,589	-8,557	-2%	$18.1M	$17.3M	-$813.2K	2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.	INCREASED	148,688	145,945	+2,743	+2%	$7.2M	$7.2M	-$26.5K	2026-10-15
Bank of New York Mellon Corp	DECREASED	77,648	78,198	-550	-1%	$3.9M	$3.8M	-$111.8K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	72,161	82,524	-10,363	-13%	$4.1M	$3.5M	-$590.8K	2026-11-06
Barclays PLC	INCREASED	36,995	36,071	+924	+3%	$1.8M	$1.8M	+$5.3K	2026-11-06
Capital City Trust Co	INCREASED	23,705	14,437	+9,268	+64%	$713.5K	$1.1M	+$432.2K	2026-10-22
Creative Planning	INCREASED	19,678	18,207	+1,471	+8%	$899.8K	$951.0K	+$51.2K	2026-11-02
SummerHaven Investment Management, LLC	INCREASED	18,431	17,953	+478	+3%	$887.2K	$890.8K	+$3.5K	2026-10-19
ZWJ Investment Counsel Inc	UNCHANGED	14,888	14,888	0	0%	$735.8K	$719.5K	-$16.2K	2026-10-15
Inspire Investing, LLC	DECREASED	13,183	13,731	-548	-4%	$678.6K	$637.1K	-$41.5K	2026-10-22
Mirae Asset Global Investments Co., Ltd.	INCREASED	13,048	11,576	+1,472	+13%	$572.1K	$630.6K	+$58.5K	2026-11-03
Deutsche Bank Ag\	DECREASED	12,638	14,116	-1,478	-10%	$697.6K	$610.8K	-$86.8K	2026-11-06
Seven Hills Financial, LLC	NEW	11,335	—	+11,335	—	—	$547.8K	—	2026-10-13
Citigroup Inc	DECREASED	11,247	14,105	-2,858	-20%	$697.1K	$543.6K	-$153.5K	2026-11-04
Y-Intercept (Hong Kong) Ltd	DECREASED	9,273	36,024	-26,751	-74%	$1.8M	$448.2K	-$1.3M	2026-10-16
Princeton Capital Management LLC	UNCHANGED	7,683	7,683	0	0%	$379.7K	$371.3K	-$8.4K	2026-10-27
LPL Financial LLC	INCREASED	7,105	6,566	+539	+8%	$324.5K	$343.4K	+$18.9K	2026-11-06
Hohimer Wealth Management, LLC	INCREASED	5,123	4,969	+154	+3%	$245.6K	$247.6K	+$2.0K	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	1,000	1,000	0	0%	$49.4K	$48.3K	-$1.1K	2026-10-23
Nisa Investment Advisors, LLC	INCREASED	760	535	+225	+42%	$26.4K	$36.7K	+$10.3K	2026-10-20
State of Alaska, Department of Revenue	UNCHANGED	689	689	0	0%	$34.0K	$33.0K	-$1.0K	2026-10-15
Versant Capital Management, Inc	UNCHANGED	480	480	0	0%	$23.7K	$23.2K	-$524	2026-10-02
Lanark Financial, Inc.	UNCHANGED	466	466	0	0%	$23.0K	$22.5K	-$507	2026-10-26
US Bancorp \de\	INCREASED	408	385	+23	+6%	$19.0K	$19.7K	+$693	2026-11-05
Gamma Investing LLC	UNCHANGED	306	306	0	0%	$15.1K	$14.8K	-$334	2026-10-08
Signaturefd, LLC	UNCHANGED	278	278	0	0%	$13.7K	$13.4K	-$303	2026-10-23
Sterling Capital Management LLC	DECREASED	273	283	-10	-4%	$14.0K	$13.2K	-$792	2026-10-22
Pension & Wealth Management Advisors, Inc.	NEW	142	—	+142	—	—	$6.9K	—	2026-10-16
Allworth Financial LP	UNCHANGED	122	122	0	0%	$6.0K	$6.0K	$0	2026-11-06
Larson Financial Group LLC	INCREASED	101	18	+83	+461%	$890	$4.9K	+$4.0K	2026-11-05
Elyxium Wealth, LLC	NEW	96	—	+96	—	—	$4.6K	—	2026-10-27
North Star Investment Management Corp.	UNCHANGED	68	68	0	0%	$3.4K	$3.3K	-$75	2026-10-27
Farther Finance Advisors, LLC	INCREASED	57	47	+10	+21%	$2.3K	$2.8K	+$428	2026-10-08
SJS Investment Consulting Inc.	INCREASED	46	6	+40	+667%	$297	$2.2K	+$1.9K	2026-10-26
Essential Partners LLC	UNCHANGED	45	45	0	0%	$2.2K	$2.2K	-$49	2026-10-14
Root Financial Partners, LLC	NEW	37	—	+37	—	—	$1.8K	—	2026-10-21
Silver Grove Financial Group, Inc.	UNCHANGED	36	36	0	0%	$1.8K	$1.7K	-$39	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	33	32	+1	+3%	$1.6K	$1.6K	+$13	2026-11-04
PNC Financial Services Group, Inc.	UNCHANGED	29	29	0	0%	$1.4K	$1.4K	-$31	2026-11-06
IFP Advisors, Inc	UNCHANGED	26	26	0	0%	$1.3K	$1.3K	-$28	2026-10-16
Bare Financial Services, Inc	UNCHANGED	16	16	0	0%	$791	$773	-$18	2026-11-04
Parallel Advisors, LLC	UNCHANGED	12	12	0	0%	$593	$580	-$13	2026-11-03
True Wealth Design, LLC	UNCHANGED	11	11	0	0%	$544	$532	-$12	2026-10-13
Assetmark, Inc	NEW	8	—	+8	—	—	$387	—	2026-10-21
SBI Securities Co., Ltd.	DECREASED	6	10	-4	-40%	$494	$290	-$204	2026-10-22
Provenance Wealth Advisors, LLC	NEW	5	—	+5	—	—	$242	—	2026-10-30
GK Wealth Management LLC	NEW	2	—	+2	—	—	$136	—	2026-10-09
Isthmus Partners, LLC	CLOSED	0	21,153	-21,153	-100%	$1.0M	$0	-$1.0M	2026-10-21
Alps Advisors Inc	CLOSED	0	11,841	-11,841	-100%	$585.2K	$0	-$585.2K	2026-11-03
BlackRock, Inc.	N/A	—	1,688,562	-1,688,562	-100%	$83.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	609,425	-609,425	-100%	$30.1M	—	—	—
State Street Corp	N/A	—	530,513	-530,513	-100%	$26.2M	—	—	—
Heartland Advisors Inc	N/A	—	500,000	-500,000	-100%	$24.7M	—	—	—
American Century Companies Inc	N/A	—	471,329	-471,329	-100%	$23.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	469,328	-469,328	-100%	$23.2M	—	—	—
Wellington Management Group LLP	N/A	—	457,081	-457,081	-100%	$22.6M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	224,886	-224,886	-100%	$11.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	198,294	-198,294	-100%	$9.8M	—	—	—
Acadian Asset Management LLC	N/A	—	148,444	-148,444	-100%	$7.3M	—	—	—
Renaissance Technologies LLC	N/A	—	132,671	-132,671	-100%	$6.6M	—	—	—
Northern Trust Corp	N/A	—	130,718	-130,718	-100%	$6.5M	—	—	—
Two Sigma Investments, LP	N/A	—	117,284	-117,284	-100%	$5.8M	—	—	—
Morgan Stanley	N/A	—	99,353	-99,353	-100%	$4.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	92,232	-92,232	-100%	$4.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	82,085	-82,085	-100%	$4.1M	—	—	—
Bank of America Corp	N/A	—	74,760	-74,760	-100%	$3.7M	—	—	—
Citadel Advisors LLC	N/A	—	71,583	-71,583	-100%	$3.5M	—	—	—
Teton Advisors, LLC	N/A	—	67,500	-67,500	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	58,890	-58,890	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	52,000	-52,000	-100%	$2.6M	—	—	—
Independent Advisor Alliance	N/A	—	50,933	-50,933	-100%	$2.5M	—	—	—
Empowered Funds, LLC	N/A	—	44,913	-44,913	-100%	$2.2M	—	—	—
AQR Capital Management LLC	N/A	—	41,127	-41,127	-100%	$2.0M	—	—	—
Thomasville National Bank	N/A	—	37,973	-37,973	-100%	$1.9M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	36,516	-36,516	-100%	$1.8M	—	—	—
Ameriprise Financial Inc	N/A	—	34,284	-34,284	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	27,634	-27,634	-100%	$1.4M	—	—	—
Swiss National Bank	N/A	—	27,500	-27,500	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	25,318	-25,318	-100%	$1.3M	—	—	—
Alliancebernstein L.P.	N/A	—	24,054	-24,054	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	22,584	-22,584	-100%	$1.1M	—	—	—
KLP Kapitalforvaltning AS	N/A	—	20,100	-20,100	-100%	$993.3K	—	—	—
Wells Fargo & Company	N/A	—	19,807	-19,807	-100%	$978.8K	—	—	—
Millennium Management LLC	N/A	—	18,975	-18,975	-100%	$937.7K	—	—	—
Rhumbline Advisers	N/A	—	17,763	-17,763	-100%	$877.8K	—	—	—
Invesco Ltd.	N/A	—	17,752	-17,752	-100%	$877.3K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	16,213	-16,213	-100%	$801.2K	—	—	—
Point72 Asset Management, L.P.	N/A	—	16,085	-16,085	-100%	$794.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	15,083	-15,083	-100%	$745.4K	—	—	—
Panagora Asset Management Inc	N/A	—	14,456	-14,456	-100%	$714.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	14,404	-14,404	-100%	$711.8K	—	—	—
Numerai GP LLC	N/A	—	13,947	-13,947	-100%	$689.3K	—	—	—
State of Wisconsin Investment Board	N/A	—	13,810	-13,810	-100%	$682.5K	—	—	—
Martingale Asset Management L P	N/A	—	13,614	-13,614	-100%	$672.8K	—	—	—
California State Teachers Retirement System	N/A	—	13,303	-13,303	-100%	$657.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	13,211	-13,211	-100%	$652.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	12,547	-12,547	-100%	$620.1K	—	—	—
Royal Bank of Canada	N/A	—	11,900	-11,900	-100%	$588.0K	—	—	—
UBS Group AG	N/A	—	11,794	-11,794	-100%	$582.9K	—	—	—
Smithfield Trust Co	N/A	—	11,500	-11,500	-100%	$568.0K	—	—	—
Mariner, LLC	N/A	—	11,417	-11,417	-100%	$564.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	11,113	-11,113	-100%	$550.0K	—	—	—
Boston Partners	N/A	—	10,836	-10,836	-100%	$535.5K	—	—	—
Canada Pension Plan Investment Board	N/A	—	10,800	-10,800	-100%	$533.7K	—	—	—
Zacks Investment Management	N/A	—	9,943	-9,943	-100%	$491.4K	—	—	—
Legal & General Group Plc	N/A	—	9,778	-9,778	-100%	$483.2K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	8,578	-8,578	-100%	$423.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,173	-8,173	-100%	$403.9K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	8,149	-8,149	-100%	$402.7K	—	—	—
XTX Topco Ltd	N/A	—	8,142	-8,142	-100%	$402.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	7,507	-7,507	-100%	$371.0K	—	—	—
Qube Research & Technologies Ltd	N/A	—	7,494	-7,494	-100%	$370.4K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	7,465	-7,465	-100%	$368.9K	—	—	—
Trexquant Investment LP	N/A	—	7,401	-7,401	-100%	$365.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,475	-6,475	-100%	$320.0K	—	—	—
Varcov Co.	N/A	—	6,466	-6,466	-100%	$319.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	5,971	-5,971	-100%	$295.1K	—	—	—
Jupiter Topco LLC	N/A	—	5,913	-5,913	-100%	$292.5K	—	—	—
Guggenheim Capital LLC	N/A	—	5,530	-5,530	-100%	$273.3K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	5,462	-5,462	-100%	$269.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,444	-5,444	-100%	$269.0K	—	—	—
SG Americas Securities, LLC	N/A	—	5,222	-5,222	-100%	$258.0K	—	—	—
Entropy Technologies, LP	N/A	—	5,200	-5,200	-100%	$257.0K	—	—	—
Lazard Asset Management LLC	N/A	—	4,841	-4,841	-100%	$239.2K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	4,819	-4,819	-100%	$238.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	4,785	-4,785	-100%	$236.5K	—	—	—
CIM Investment Management Inc	N/A	—	4,770	-4,770	-100%	$235.7K	—	—	—
New York State Common Retirement Fund	N/A	—	4,711	-4,711	-100%	$232.8K	—	—	—
Allstate Corp	N/A	—	4,617	-4,617	-100%	$228.2K	—	—	—
Intech Investment Management LLC	N/A	—	4,443	-4,443	-100%	$219.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	4,221	-4,221	-100%	$208.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,200	-4,200	-100%	$207.6K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	4,199	-4,199	-100%	$207.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,841	-3,841	-100%	$189.8K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,097	-3,097	-100%	$153.1K	—	—	—
Globeflex Capital L P	N/A	—	2,915	-2,915	-100%	$144.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,829	-1,829	-100%	$90.4K	—	—	—
Quantbot Technologies LP	N/A	—	1,315	-1,315	-100%	$65.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,186	-1,186	-100%	$58.6K	—	—	—
Canada Life Assurance Co	N/A	—	702	-702	-100%	$35.0K	—	—	—
FMR LLC	N/A	—	660	-660	-100%	$32.6K	—	—	—
Federated Hermes, Inc.	N/A	—	483	-483	-100%	$23.9K	—	—	—
Arax Advisory Partners	N/A	—	321	-321	-100%	$15.9K	—	—	—
Optiver Holding B.V.	N/A	—	104	-104	-100%	$5.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	96	-96	-100%	$4.7K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	71	-71	-100%	$3.5K	—	—	—
Horizon Investments, LLC	N/A	—	38	-38	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	24	-24	-100%	$1.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	24	-24	-100%	$1.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	16	-16	-100%	$800	—	—	—

Showing 151 of 151 institutions