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Carriage Services Inc (CSV)

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
Shares679,802 from 633,970
Change+45,832 (+7%)
Value$21.2M (-$3.1M)
Filed 2026-11-04
LSV Asset Management
DECREASED
Shares540,827 from 542,927
Change-2,100 (0%)
Value$16.9M (-$4.0M)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares364,272 from 380,262
Change-15,990 (-4%)
Value$11.4M (-$3.2M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares177,696 from 147,525
Change+30,171 (+20%)
Value$5.5M (-$117.3K)
Filed 2026-10-27
Nicholas Company, Inc.
UNCHANGED
Shares132,700 from 132,700
Change0 (0%)
Value$4.1M (-$951.5K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares119,018 from 117,913
Change+1,105 (+1%)
Value$3.7M (-$811.0K)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares103,025 from 105,535
Change-2,510 (-2%)
Value$3.2M (-$835.0K)
Filed 2026-10-26
Creative Planning
NEW
Shares88,373
Change+88,373
Value$2.8M
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares85,752 from 78,039
Change+7,713 (+10%)
Value$2.7M (-$266.0K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares64,359 from 58,391
Change+5,968 (+10%)
Value$2.0M (-$232.7K)
Filed 2026-11-06
CenterBook Partners LP
INCREASED
Shares57,272 from 23,310
Change+33,962 (+146%)
Value$1.8M (+$891.5K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares55,687 from 109,384
Change-53,697 (-49%)
Value$1.7M (-$2.5M)
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares50,783 from 47,230
Change+3,553 (+8%)
Value$1.6M (-$227.9K)
Filed 2026-10-19
OAK Ridge Investments LLC
INCREASED
Shares50,646 from 50,381
Change+265 (+1%)
Value$1.6M (-$353.0K)
Filed 2026-10-30
North Star Investment Management Corp.
INCREASED
Shares41,000 from 40,000
Change+1,000 (+3%)
Value$1.3M (-$255.6K)
Filed 2026-10-27
Mendel Money Management
DECREASED
Shares24,500 from 26,840
Change-2,340 (-9%)
Value$763.7K (-$265.4K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares21,443 from 7,883
Change+13,560 (+172%)
Value$668.4K (+$366.1K)
Filed 2026-11-02
BayBridge Capital Group, LLC
INCREASED
Shares19,101 from 10,120
Change+8,981 (+89%)
Value$595.4K (+$207.4K)
Filed 2026-10-13
R Squared Ltd
INCREASED
Shares14,541 from 12,129
Change+2,412 (+20%)
Value$453.2K (-$11.8K)
Filed 2026-11-06
Values First Advisors, Inc.
DECREASED
Shares13,928 from 14,132
Change-204 (-1%)
Value$434.1K (-$107.7K)
Filed 2026-10-23
Deutsche Bank Ag\
DECREASED
Shares12,429 from 14,113
Change-1,684 (-12%)
Value$387.4K (-$153.7K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares12,000
Change+12,000
Value$374.3K
Filed 2026-10-30
TSA Wealth Managment LLC
UNCHANGED
Shares7,607 from 7,607
Change0 (0%)
Value$237.1K (-$54.5K)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares5,755 from 2,333
Change+3,422 (+147%)
Value$179.4K (+$89.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares5,302 from 5,418
Change-116 (-2%)
Value$165.3K (-$42.5K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares2,494 from 7,201
Change-4,707 (-65%)
Value$77.7K (-$198.3K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares1,440 from 170
Change+1,270 (+747%)
Value$44.9K (+$38.4K)
Filed 2026-10-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,414 from 347
Change+1,067 (+307%)
Value$44.1K (+$30.8K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
DECREASED
Shares1,093 from 1,204
Change-111 (-9%)
Value$34.1K (-$12.1K)
Filed 2026-10-20
State of Alaska, Department of Revenue
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$25 (-$6)
Filed 2026-10-15
Signaturefd, LLC
NEW
Shares628
Change+628
Value$19.6K
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares480 from 250
Change+230 (+92%)
Value$15.0K (+$5.4K)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares425 from 103
Change+322 (+313%)
Value$13.2K (+$9.3K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares351 from 117
Change+234 (+200%)
Value$10.9K (+$6.5K)
Filed 2026-10-08
Towne Trust Company, N.a
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$9.4K (-$2.2K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares272 from 283
Change-11 (-4%)
Value$8.5K (-$2.4K)
Filed 2026-10-16
Lanark Financial, Inc.
NEW
Shares200
Change+200
Value$6.2K
Filed 2026-10-26
Harbor Capital Advisors, Inc.
DECREASED
Shares164 from 174
Change-10 (-6%)
Value$5 (-$2)
Filed 2026-10-22
J.Safra Asset Management Corp
INCREASED
Shares108 from 77
Change+31 (+40%)
Value$3.4K (+$414)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.1K (-$717)
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares55 from 10
Change+45 (+450%)
Value$1.7K (+$1.3K)
Filed 2026-10-14
Bare Financial Services, Inc
NEW
Shares53
Change+53
Value$1.7K
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares38 from 20
Change+18 (+90%)
Value$1.5K (+$690)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares38 from 34
Change+4 (+12%)
Value$1.2K (-$119)
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares36
Change+36
Value$1.1K
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$990 (-$223)
Filed 2026-11-03
SJS Investment Consulting Inc.
NEW
Shares27
Change+27
Value$842
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares23 from 77
Change-54 (-70%)
Value$717 (-$2.2K)
Filed 2026-11-03
CoreCap Advisors, LLC
NEW
Shares22
Change+22
Value$686
Filed 2026-10-08
Larson Financial Group LLC
DECREASED
Shares20 from 379
Change-359 (-95%)
Value$623 (-$13.9K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares15
Change+15
Value$468
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares15 from 66
Change-51 (-77%)
Value$468 (-$2.1K)
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
NEW
Shares5
Change+5
Value$156
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares5 from 175
Change-170 (-97%)
Value$156 (-$6.6K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares5 from 32
Change-27 (-84%)
Value$156 (-$1.1K)
Filed 2026-11-05
Seizert Capital Partners, LLC
CLOSED
Shares0 from 93,720
Change-93,720 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,791
Change-10,791 (-100%)
Value$0 (-$413.7K)
Filed 2026-10-16
MQS Management LLC
CLOSED
Shares0 from 5,527
Change-5,527 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-06
State of Wyoming
CLOSED
Shares0 from 1,745
Change-1,745 (-100%)
Value$0 (-$66.9K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-13
Leonteq Securities AG
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-29
Clearstead Advisors, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-06
Zions Bancorporation, National Association
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-06
James T. Borello RIA
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$115)
Filed 2026-10-16
FMR LLC
N/A
Shares— from 2,380,839
Change-2,380,839 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,099,733
Change-1,099,733 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 725,953
Change-725,953 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 644,644
Change-644,644 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 545,021
Change-545,021 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 437,125
Change-437,125 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 326,173
Change-326,173 (-100%)
Value—
State Street Corp
N/A
Shares— from 309,391
Change-309,391 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 303,115
Change-303,115 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 298,879
Change-298,879 (-100%)
Value—
Boston Partners
N/A
Shares— from 253,505
Change-253,505 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 249,404
Change-249,404 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 239,593
Change-239,593 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 207,300
Change-207,300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 191,346
Change-191,346 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 182,905
Change-182,905 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 157,231
Change-157,231 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 143,430
Change-143,430 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 128,001
Change-128,001 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 119,177
Change-119,177 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 111,990
Change-111,990 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 109,450
Change-109,450 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 102,813
Change-102,813 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 97,068
Change-97,068 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 89,477
Change-89,477 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 79,472
Change-79,472 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 76,593
Change-76,593 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 73,807
Change-73,807 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 71,007
Change-71,007 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 66,600
Change-66,600 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 62,690
Change-62,690 (-100%)
Value—
Norges Bank
N/A
Shares— from 54,900
Change-54,900 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 52,686
Change-52,686 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 46,926
Change-46,926 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 46,246
Change-46,246 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,964
Change-43,964 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 40,187
Change-40,187 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,875
Change-39,875 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 35,666
Change-35,666 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 31,757
Change-31,757 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 28,190
Change-28,190 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,989
Change-26,989 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 26,343
Change-26,343 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 23,914
Change-23,914 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 23,468
Change-23,468 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,244
Change-21,244 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 20,650
Change-20,650 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,949
Change-19,949 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 19,350
Change-19,350 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 19,170
Change-19,170 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 18,689
Change-18,689 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 18,002
Change-18,002 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,947
Change-15,947 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 15,890
Change-15,890 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,575
Change-15,575 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,985
Change-13,985 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,835
Change-12,835 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 10,484
Change-10,484 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Varcov Co.
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 8,705
Change-8,705 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 960
Change-960 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 845
Change-845 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 688
Change-688 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 462
Change-462 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 421
Change-421 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 351
Change-351 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 320
Change-320 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 197
Change-197 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Quarry LP
N/A
Shares— from 150
Change-150 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED679,802633,970+45,832+7%$24.3M$21.2M-$3.1M2026-11-04
LSV Asset Management
DECREASED540,827542,927-2,1000%$20.8M$16.9M-$4.0M2026-11-06
Geode Capital Management, LLC
DECREASED364,272380,262-15,990-4%$14.6M$11.4M-$3.2M2026-11-06
Swedbank AB
INCREASED177,696147,525+30,171+20%$5.7M$5.5M-$117.3K2026-10-27
Nicholas Company, Inc.
UNCHANGED132,700132,70000%$5.1M$4.1M-$951.5K2026-11-05
Bank of New York Mellon Corp
INCREASED119,018117,913+1,105+1%$4.5M$3.7M-$811.0K2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
DECREASED103,025105,535-2,510-2%$4.0M$3.2M-$835.0K2026-10-26
Creative Planning
NEW88,373—+88,373——$2.8M—2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED85,75278,039+7,713+10%$3.0M$2.7M-$266.0K2026-11-04
LPL Financial LLC
INCREASED64,35958,391+5,968+10%$2.2M$2.0M-$232.7K2026-11-06
CenterBook Partners LP
INCREASED57,27223,310+33,962+146%$893.7K$1.8M+$891.5K2026-11-02
Regions Financial Corp
DECREASED55,687109,384-53,697-49%$4.2M$1.7M-$2.5M2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED50,78347,230+3,553+8%$1.8M$1.6M-$227.9K2026-10-19
OAK Ridge Investments LLC
INCREASED50,64650,381+265+1%$1.9M$1.6M-$353.0K2026-10-30
North Star Investment Management Corp.
INCREASED41,00040,000+1,000+3%$1.5M$1.3M-$255.6K2026-10-27
Mendel Money Management
DECREASED24,50026,840-2,340-9%$1.0M$763.7K-$265.4K2026-11-02
Principal Financial Group Inc
INCREASED21,4437,883+13,560+172%$302.2K$668.4K+$366.1K2026-11-02
BayBridge Capital Group, LLC
INCREASED19,10110,120+8,981+89%$388.0K$595.4K+$207.4K2026-10-13
R Squared Ltd
INCREASED14,54112,129+2,412+20%$465.0K$453.2K-$11.8K2026-11-06
Values First Advisors, Inc.
DECREASED13,92814,132-204-1%$541.8K$434.1K-$107.7K2026-10-23
Deutsche Bank Ag\
DECREASED12,42914,113-1,684-12%$541.1K$387.4K-$153.7K2026-11-06
Achmea Investment Management B.V.
NEW12,000—+12,000——$374.3K—2026-10-30
TSA Wealth Managment LLC
UNCHANGED7,6077,60700%$291.7K$237.1K-$54.5K2026-10-22
Barclays PLC
INCREASED5,7552,333+3,422+147%$89.4K$179.4K+$89.9K2026-11-06
Russell Investments Group, Ltd.
DECREASED5,3025,418-116-2%$207.7K$165.3K-$42.5K2026-11-06
Citigroup Inc
DECREASED2,4947,201-4,707-65%$276.1K$77.7K-$198.3K2026-11-04
Versant Capital Management, Inc
INCREASED1,440170+1,270+747%$6.5K$44.9K+$38.4K2026-10-02
PNC Financial Services Group, Inc.
INCREASED1,414347+1,067+307%$13.3K$44.1K+$30.8K2026-11-06
Nisa Investment Advisors, LLC
DECREASED1,0931,204-111-9%$46.2K$34.1K-$12.1K2026-10-20
State of Alaska, Department of Revenue
UNCHANGED83483400%$31$25-$62026-10-15
Signaturefd, LLC
NEW628—+628——$19.6K—2026-10-23
US Bancorp \de\
INCREASED480250+230+92%$9.6K$15.0K+$5.4K2026-11-05
Sterling Capital Management LLC
INCREASED425103+322+313%$3.9K$13.2K+$9.3K2026-10-22
Gamma Investing LLC
INCREASED351117+234+200%$4.5K$10.9K+$6.5K2026-10-08
Towne Trust Company, N.a
UNCHANGED30030000%$11.5K$9.4K-$2.2K2026-10-28
IFP Advisors, Inc
DECREASED272283-11-4%$10.9K$8.5K-$2.4K2026-10-16
Lanark Financial, Inc.
NEW200—+200——$6.2K—2026-10-26
Harbor Capital Advisors, Inc.
DECREASED164174-10-6%$7$5-$22026-10-22
J.Safra Asset Management Corp
INCREASED10877+31+40%$3.0K$3.4K+$4142026-11-03
SBK Financial, Inc.
UNCHANGED10010000%$3.8K$3.1K-$7172026-11-02
Essential Partners LLC
INCREASED5510+45+450%$383$1.7K+$1.3K2026-10-14
Bare Financial Services, Inc
NEW53—+53——$1.7K—2026-11-04
Allworth Financial LP
INCREASED3820+18+90%$767$1.5K+$6902026-11-06
EverSource Wealth Advisors, LLC
INCREASED3834+4+12%$1.3K$1.2K-$1192026-11-04
TD Private Client Wealth LLC
NEW36—+36——$1.1K—2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED323200%$1.2K$990-$2232026-11-03
SJS Investment Consulting Inc.
NEW27—+27——$842—2026-10-26
Parallel Advisors, LLC
DECREASED2377-54-70%$3.0K$717-$2.2K2026-11-03
CoreCap Advisors, LLC
NEW22—+22——$686—2026-10-08
Larson Financial Group LLC
DECREASED20379-359-95%$14.5K$623-$13.9K2026-11-05
Root Financial Partners, LLC
NEW15—+15——$468—2026-10-21
Farther Finance Advisors, LLC
DECREASED1566-51-77%$2.5K$468-$2.1K2026-10-08
Caitong International Asset Management Co., Ltd
NEW5—+5——$156—2026-10-29
SBI Securities Co., Ltd.
DECREASED5175-170-97%$6.7K$156-$6.6K2026-10-22
Fifth Third Bancorp
DECREASED532-27-84%$1.2K$156-$1.1K2026-11-05
Seizert Capital Partners, LLC
CLOSED093,720-93,720-100%$3.6M$0-$3.6M2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED010,791-10,791-100%$413.7K$0-$413.7K2026-10-16
MQS Management LLC
CLOSED05,527-5,527-100%$211.9K$0-$211.9K2026-11-06
State of Wyoming
CLOSED01,745-1,745-100%$66.9K$0-$66.9K2026-10-28
Salem Investment Counselors Inc
CLOSED0248-248-100%$9.5K$0-$9.5K2026-10-13
Leonteq Securities AG
CLOSED0245-245-100%$9.4K$0-$9.4K2026-10-29
Clearstead Advisors, LLC
CLOSED084-84-100%$3.2K$0-$3.2K2026-11-06
Zions Bancorporation, National Association
CLOSED030-30-100%$1.2K$0-$1.2K2026-11-06
James T. Borello RIA
CLOSED03-3-100%$115$0-$1152026-10-16
FMR LLC
N/A—2,380,839-2,380,839-100%$91.3M———
BlackRock, Inc.
N/A—1,099,733-1,099,733-100%$42.2M———
T. Rowe Price Investment Management, Inc.
N/A—725,953-725,953-100%$27.8M———
Vanguard Capital Management LLC
N/A—644,644-644,644-100%$24.7M———
Ameriprise Financial Inc
N/A—545,021-545,021-100%$20.9M———
Renaissance Technologies LLC
N/A—437,125-437,125-100%$16.8M———
Polar Asset Management Partners Inc.
N/A—326,173-326,173-100%$12.5M———
State Street Corp
N/A—309,391-309,391-100%$11.9M———
Two Sigma Investments, LP
N/A—303,115-303,115-100%$11.6M———
Vanguard Portfolio Management LLC
N/A—298,879-298,879-100%$11.5M———
Boston Partners
N/A—253,505-253,505-100%$9.7M———
Punch & Associates Investment Management, Inc.
N/A—249,404-249,404-100%$9.6M———
De Lisle Partners LLP
N/A—239,593-239,593-100%$9.2M———
Heartland Advisors Inc
N/A—207,300-207,300-100%$7.9M———
Morgan Stanley
N/A—191,346-191,346-100%$7.3M———
Qube Research & Technologies Ltd
N/A—182,905-182,905-100%$7.0M———
Price T Rowe Associates Inc
N/A—157,231-157,231-100%$6.0M———
RBF Capital, LLC
N/A—143,430-143,430-100%$5.5M———
Charles Schwab Investment Management Inc
N/A—128,001-128,001-100%$4.9M———
Northern Trust Corp
N/A—119,177-119,177-100%$4.6M———
Kennedy Capital Management LLC
N/A—111,990-111,990-100%$4.3M———
Vanguard Fiduciary Trust Co
N/A—109,450-109,450-100%$4.2M———
JPMorgan Chase & Co
N/A—102,813-102,813-100%$4.0M———
Bard Associates Inc
N/A—97,068-97,068-100%$3.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—89,477-89,477-100%$3.4M———
Arrowstreet Capital, Limited Partnership
N/A—79,472-79,472-100%$3.0M———
Trexquant Investment LP
N/A—76,593-76,593-100%$2.9M———
Goldman Sachs Group Inc
N/A—73,807-73,807-100%$2.8M———
JB Capital Partners LP
N/A—71,007-71,007-100%$2.7M———
Manatuck Hill Partners, LLC
N/A—66,600-66,600-100%$2.6M———
HRT Financial LP
N/A—62,690-62,690-100%$2.4M———
Norges Bank
N/A—54,900-54,900-100%$2.1M———
First Trust Advisors LP
N/A—52,686-52,686-100%$2.0M———
Credit Agricole S A
N/A—46,926-46,926-100%$1.8M———
Panagora Asset Management Inc
N/A—46,246-46,246-100%$1.8M———
Citadel Advisors LLC
N/A—43,964-43,964-100%$1.7M———
Bank of America Corp
N/A—40,187-40,187-100%$1.5M———
Nuveen, LLC
N/A—39,875-39,875-100%$1.5M———
Millennium Management LLC
N/A—35,666-35,666-100%$1.4M———
American Century Companies Inc
N/A—31,757-31,757-100%$1.2M———
Tudor Investment Corp ET AL
N/A—28,190-28,190-100%$1.1M———
Susquehanna International Group, LLP
N/A—26,989-26,989-100%$1.0M———
BNP Paribas Financial Markets
N/A—26,343-26,343-100%$1.0M———
TD Asset Management Inc
N/A—23,914-23,914-100%$916.9K———
Ironwood Investment Management LLC
N/A—23,468-23,468-100%$899.8K———
AQR Capital Management LLC
N/A—21,244-21,244-100%$814.5K———
Invesco Ltd.
N/A—20,650-20,650-100%$791.7K———
UBS Group AG
N/A—19,949-19,949-100%$764.8K———
WCG Wealth Advisors LLC
N/A—19,350-19,350-100%$741.9K———
Parvin Asset Management, LLC
N/A—19,170-19,170-100%$735.0K———
Campbell & Co Investment Adviser LLC
N/A—18,689-18,689-100%$716.5K———
Rhumbline Advisers
N/A—18,002-18,002-100%$690.2K———
Quantbot Technologies LP
N/A—15,947-15,947-100%$611.4K———
Alliancebernstein L.P.
N/A—15,890-15,890-100%$725.5K———
Quantinno Capital Management LP
N/A—15,575-15,575-100%$597.1K———
Magnetar Financial LLC
N/A—15,043-15,043-100%$576.7K———
XTX Topco Ltd
N/A—13,985-13,985-100%$536.2K———
Wells Fargo & Company
N/A—12,835-12,835-100%$492.1K———
Boothbay Fund Management, LLC
N/A—11,614-11,614-100%$445.3K———
Neuberger Berman Group LLC
N/A—10,977-10,977-100%$420.9K———
Brevan Howard Capital Management LP
N/A—10,484-10,484-100%$402.0K———
D. E. Shaw & Co., Inc.
N/A—10,419-10,419-100%$399.5K———
Pathstone Holdings, LLC
N/A—10,289-10,289-100%$394.5K———
Engineers Gate Manager LP
N/A—9,906-9,906-100%$379.8K———
Janney Montgomery Scott LLC
N/A—9,872-9,872-100%$378.0K———
Brown Advisory Inc
N/A—9,000-9,000-100%$345.1K———
Varcov Co.
N/A—8,861-8,861-100%$339.7K———
MetLife Investment Management, LLC
N/A—8,797-8,797-100%$337.3K———
Aristeia Capital, L.L.C.
N/A—8,782-8,782-100%$336.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—8,705-8,705-100%$333.8K———
State of Wisconsin Investment Board
N/A—7,820-7,820-100%$299.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,597-6,597-100%$252.9K———
Vanguard Global Advisers, LLC
N/A—6,158-6,158-100%$236.1K———
Cerity Partners LLC
N/A—6,079-6,079-100%$233.1K———
Hillsdale Investment Management Inc.
N/A—5,700-5,700-100%$218.5K———
New York State Common Retirement Fund
N/A—5,514-5,514-100%$211.4K———
SG Americas Securities, LLC
N/A—4,657-4,657-100%$179.0K———
Police & Firemen's Retirement System of New Jersey
N/A—3,910-3,910-100%$149.9K———
Royal Bank of Canada
N/A—3,466-3,466-100%$133.0K———
Palouse Capital Management, Inc.
N/A—1,649-1,649-100%$63.2K———
Legal & General Group Plc
N/A—1,403-1,403-100%$53.8K———
Ameritas Investment Partners, Inc.
N/A—1,187-1,187-100%$45.5K———
Huntington National Bank
N/A—1,000-1,000-100%$38.3K———
Tower Research Capital LLC (TRC)
N/A—960-960-100%$36.8K———
UBS Asset Management Americas LLC
N/A—897-897-100%$34.4K———
Optiver Holding B.V.
N/A—845-845-100%$32.4K———
Brown Brothers Harriman & Co
N/A—688-688-100%$26.4K———
Whittier Trust Co
N/A—600-600-100%$23.0K———
Arax Advisory Partners
N/A—462-462-100%$17.7K———
Jones Financial Companies Lllp
N/A—421-421-100%$16.5K———
Public Employees Retirement System of Ohio
N/A—351-351-100%$13.5K———
Rockefeller Capital Management L.P.
N/A—320-320-100%$12.3K———
NewEdge Advisors, LLC
N/A—270-270-100%$10.4K———
GW&K Investment Management, LLC
N/A—250-250-100%$10———
Osaic Holdings, Inc.
N/A—242-242-100%$9.3K———
California State Teachers Retirement System
N/A—197-197-100%$7.6K———
Smartleaf Asset Management LLC
N/A—186-186-100%$7.2K———
Quarry LP
N/A—150-150-100%$5.8K———
Global Retirement Partners, LLC
N/A—117-117-100%$4.5K———
Kilter Group LLC
N/A—53-53-100%$2.0K———
Basecamp Wealth Advisors LLC
N/A—31-31-100%$1.2K———
Northwestern Mutual Wealth Management Co
N/A—20-20-100%$767———
Rothschild Investment LLC
N/A—11-11-100%$422———
Aventura Private Wealth, LLC
N/A—4-4-100%$153———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$38———
Showing 169 of 169 institutions