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Castle Biosciences Inc (CSTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principal Financial Group Inc
DECREASED
Shares1,500,897 from 1,726,648
Change-225,751 (-13%)
Value$53.3M (+$12.1M)
Filed 2026-11-02
Geode Capital Management, LLC
DECREASED
Shares793,904 from 795,912
Change-2,008 (0%)
Value$28.2M (+$9.2M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares692,104 from 791,085
Change-98,981 (-13%)
Value$24.6M (+$5.7M)
Filed 2026-11-04
Jefferies Financial Group Inc.
UNCHANGED
Shares647,391 from 647,391
Change0 (0%)
Value$23.0M (+$7.6M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares568,440 from 793,507
Change-225,067 (-28%)
Value$20.2M (+$1.3M)
Filed 2026-11-02
Wasatch Advisors LP
DECREASED
Shares279,343 from 279,349
Change-6 (0%)
Value$9.9M (+$3.3M)
Filed 2026-10-13
Kornitzer Capital Management Inc
INCREASED
Shares264,806 from 264,235
Change+571 (+0%)
Value$9.4M (+$3.1M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares244,962 from 292,470
Change-47,508 (-16%)
Value$8.7M (+$1.7M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares91,310 from 98,018
Change-6,708 (-7%)
Value$3.2M (+$906.5K)
Filed 2026-11-05
Perkins Capital Management Inc
INCREASED
Shares49,315 from 16,140
Change+33,175 (+206%)
Value$1.8M (+$1.4M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares37,747 from 30,330
Change+7,417 (+24%)
Value$1.3M (+$617.8K)
Filed 2026-11-06
KBC Group NV
UNCHANGED
Shares36,042 from 36,042
Change0 (0%)
Value$1.3M (+$421.0K)
Filed 2026-10-22
Strs Ohio
INCREASED
Shares30,700 from 30,500
Change+200 (+1%)
Value$1.1M (+$363.3K)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares28,290 from 31,679
Change-3,389 (-11%)
Value$997.0K (+$235.5K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares27,768 from 30,139
Change-2,371 (-8%)
Value$986.6K (+$267.8K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares26,072 from 31,748
Change-5,676 (-18%)
Value$926.0K (+$169.0K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares23,466 from 23,786
Change-320 (-1%)
Value$833.7K (+$266.5K)
Filed 2026-10-30
First Bank & Trust
DECREASED
Shares18,376 from 18,591
Change-215 (-1%)
Value$652.9K (+$209.5K)
Filed 2026-10-19
Inspire Investing, LLC
DECREASED
Shares17,978 from 29,047
Change-11,069 (-38%)
Value$638.8K (-$54.0K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares17,491 from 13,681
Change+3,810 (+28%)
Value$621.5K (+$295.2K)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
NEW
Shares15,769
Change+15,769
Value$560.0K
Filed 2026-10-27
Diversify Wealth Management, LLC
DECREASED
Shares15,534 from 15,932
Change-398 (-2%)
Value$525.0K (+$135.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares15,534 from 15,932
Change-398 (-2%)
Value$525.0K (+$135.7K)
Filed 2026-10-20
Green Alpha Advisors, LLC
INCREASED
Shares13,828 from 9,941
Change+3,887 (+39%)
Value$491.3K (+$254.2K)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares13,695 from 14,220
Change-525 (-4%)
Value$486.6K (+$147.4K)
Filed 2026-11-06
Oak Harvest Investment Services
UNCHANGED
Shares13,485 from 13,485
Change0 (0%)
Value$479.1K (+$157.5K)
Filed 2026-10-20
Summit Global Investments
UNCHANGED
Shares13,078 from 13,078
Change0 (0%)
Value$465.0K (+$153.0K)
Filed 2026-10-28
Parallel Advisors, LLC
UNCHANGED
Shares12,931 from 12,931
Change0 (0%)
Value$459.4K (+$151.0K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares10,397 from 10,796
Change-399 (-4%)
Value$369.4K (+$111.9K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares10,037 from 10,034
Change+3 (+0%)
Value$356.6K (+$117.3K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares10,028 from 16,144
Change-6,116 (-38%)
Value$356.3K (-$28.7K)
Filed 2026-11-04
Diversified Trust Co
NEW
Shares9,550
Change+9,550
Value$339.3K
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,868
Change+8,868
Value$298.9K
Filed 2026-10-13
Simon Quick Advisors, LLC
UNCHANGED
Shares8,561 from 8,561
Change0 (0%)
Value$304.2K (+$100.0K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares8,340 from 6,710
Change+1,630 (+24%)
Value$296.3K (+$136.3K)
Filed 2026-10-21
Achmea Investment Management B.V.
NEW
Shares8,070
Change+8,070
Value$287.0K
Filed 2026-10-30
Arizona State Retirement System
NEW
Shares7,690
Change+7,690
Value$273.2K
Filed 2026-11-03
Commonwealth Equity Services, LLC
NEW
Shares6,708
Change+6,708
Value$238.3K
Filed 2026-11-02
Amundi
NEW
Shares6,247
Change+6,247
Value$222.0K
Filed 2026-11-06
Pictet Asset Management Holding SA
NEW
Shares5,899
Change+5,899
Value$209.6K
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares5,574 from 4,827
Change+747 (+15%)
Value$194.4K (+$79.3K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares4,515 from 4,478
Change+37 (+1%)
Value$160.4K (+$53.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares1,632 from 1,806
Change-174 (-10%)
Value$58.0K (+$14.9K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,561 from 1,356
Change+205 (+15%)
Value$55.5K (+$23.1K)
Filed 2026-11-03
Nfsg Corp
NEW
Shares1,000
Change+1,000
Value$35.5K
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares938 from 264
Change+674 (+255%)
Value$22.4K (+$16.1K)
Filed 2026-11-06
GF Fund Management Co. Ltd.
INCREASED
Shares687 from 631
Change+56 (+9%)
Value$24.4K (+$9.4K)
Filed 2026-10-26
Nykredit A/S
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$21.2K (+$7.0K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares583 from 603
Change-20 (-3%)
Value$20.7K (+$6.3K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares459 from 15
Change+444 (+2960%)
Value$16.3K (+$16.0K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares446 from 662
Change-216 (-33%)
Value$15.8K (+$57)
Filed 2026-10-26
Hughes Financial Services, LLC
DECREASED
Shares435 from 436
Change-1 (0%)
Value$16.8K (+$6.4K)
Filed 2026-10-30
Rossby Financial, LCC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$15.2K (+$5.0K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares342 from 6
Change+336 (+5600%)
Value$12.2K (+$12.0K)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares324 from 473
Change-149 (-31%)
Value$11 ($0)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares308
Change+308
Value$10.9K
Filed 2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$9.1K (+$3.0K)
Filed 2026-10-20
GK Wealth Management LLC
NEW
Shares214
Change+214
Value$7.6K
Filed 2026-10-09
Essential Partners LLC
INCREASED
Shares191 from 190
Change+1 (+1%)
Value$6.8K (+$2.3K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares171 from 139
Change+32 (+23%)
Value$6.1K (+$2.8K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares163 from 156
Change+7 (+4%)
Value$5.8K (+$2.1K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares154 from 126
Change+28 (+22%)
Value$5.5K (+$2.5K)
Filed 2026-10-02
SBI Securities Co., Ltd.
INCREASED
Shares147 from 47
Change+100 (+213%)
Value$5.2K (+$4.1K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares146 from 157
Change-11 (-7%)
Value$5.2K (+$1.4K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares143 from 60
Change+83 (+138%)
Value$5.1K (+$3.7K)
Filed 2026-10-16
Bfsg, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.2K (+$1.1K)
Filed 2026-10-30
Fifth Third Bancorp
NEW
Shares87
Change+87
Value$3.1K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares82
Change+82
Value$2.9K
Filed 2026-10-30
Fortitude Family Office, LLC
INCREASED
Shares76 from 1
Change+75 (+7500%)
Value$2.7K (+$2.7K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares52
Change+52
Value$1.8K
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.5K (+$491)
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$891 (+$295)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares22 from 19
Change+3 (+16%)
Value$782 (+$329)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares12 from 48
Change-36 (-75%)
Value$427 (-$719)
Filed 2026-11-06
Aigh Capital Management LLC
CLOSED
Shares0 from 545,101
Change-545,101 (-100%)
Value$0 (-$13.0M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 31,916
Change-31,916 (-100%)
Value$0 (-$761.2K)
Filed 2026-10-16
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 16,510
Change-16,510 (-100%)
Value$0 (-$393.8K)
Filed 2026-10-16
State of Wyoming
CLOSED
Shares0 from 4,923
Change-4,923 (-100%)
Value$0 (-$117.4K)
Filed 2026-10-28
State of Alaska, Department of Revenue
CLOSED
Shares0 from 1,553
Change-1,553 (-100%)
Value$0 (-$37.0K)
Filed 2026-10-15
Spire Wealth Management
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 3,291,963
Change-3,291,963 (-100%)
Value—
RTW Investments, LP
N/A
Shares— from 2,778,335
Change-2,778,335 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,226,497
Change-1,226,497 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 918,668
Change-918,668 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 879,258
Change-879,258 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 840,785
Change-840,785 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 824,872
Change-824,872 (-100%)
Value—
State Street Corp
N/A
Shares— from 822,079
Change-822,079 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 589,300
Change-589,300 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 371,200
Change-371,200 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 358,397
Change-358,397 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 357,317
Change-357,317 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 348,371
Change-348,371 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 331,727
Change-331,727 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 329,684
Change-329,684 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 328,818
Change-328,818 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 301,040
Change-301,040 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 285,158
Change-285,158 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 265,353
Change-265,353 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 256,095
Change-256,095 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 254,535
Change-254,535 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 238,204
Change-238,204 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 234,746
Change-234,746 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 231,931
Change-231,931 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 231,726
Change-231,726 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 221,338
Change-221,338 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 206,111
Change-206,111 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 205,369
Change-205,369 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 197,494
Change-197,494 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 166,567
Change-166,567 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 145,064
Change-145,064 (-100%)
Value—
Parkman Healthcare Partners LLC
N/A
Shares— from 144,791
Change-144,791 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 142,338
Change-142,338 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 115,853
Change-115,853 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 112,789
Change-112,789 (-100%)
Value—
Man Group plc
N/A
Shares— from 108,761
Change-108,761 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 100,374
Change-100,374 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 98,745
Change-98,745 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 97,733
Change-97,733 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 92,736
Change-92,736 (-100%)
Value—
UBS Group AG
N/A
Shares— from 89,368
Change-89,368 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 84,804
Change-84,804 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 79,018
Change-79,018 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 74,433
Change-74,433 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 70,478
Change-70,478 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 69,654
Change-69,654 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 69,571
Change-69,571 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 65,413
Change-65,413 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 64,346
Change-64,346 (-100%)
Value—
Norges Bank
N/A
Shares— from 60,100
Change-60,100 (-100%)
Value—
FMR LLC
N/A
Shares— from 55,871
Change-55,871 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 55,157
Change-55,157 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 54,888
Change-54,888 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 53,700
Change-53,700 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 53,242
Change-53,242 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,793
Change-44,793 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 39,923
Change-39,923 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,010
Change-39,010 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 37,802
Change-37,802 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,543
Change-29,543 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 29,480
Change-29,480 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 25,221
Change-25,221 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 22,186
Change-22,186 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 20,548
Change-20,548 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 19,930
Change-19,930 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 17,653
Change-17,653 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,008
Change-17,008 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 16,476
Change-16,476 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,428
Change-16,428 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 15,579
Change-15,579 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 15,037
Change-15,037 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Birchview Capital, LP
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,543
Change-12,543 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 10,348
Change-10,348 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Allstate Corp
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 8,536
Change-8,536 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,977
Change-3,977 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 994
Change-994 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 976
Change-976 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 786
Change-786 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 707
Change-707 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 343
Change-343 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 191
Change-191 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 174
Change-174 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 139
Change-139 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Principal Financial Group Inc
DECREASED1,500,8971,726,648-225,751-13%$41.2M$53.3M+$12.1M2026-11-02
Geode Capital Management, LLC
DECREASED793,904795,912-2,0080%$19.0M$28.2M+$9.2M2026-11-06
Dimensional Fund Advisors LP
DECREASED692,104791,085-98,981-13%$18.9M$24.6M+$5.7M2026-11-04
Jefferies Financial Group Inc.
UNCHANGED647,391647,39100%$15.4M$23.0M+$7.6M2026-11-05
MacKenzie Financial Corp
DECREASED568,440793,507-225,067-28%$18.9M$20.2M+$1.3M2026-11-02
Wasatch Advisors LP
DECREASED279,343279,349-60%$6.7M$9.9M+$3.3M2026-10-13
Kornitzer Capital Management Inc
INCREASED264,806264,235+571+0%$6.3M$9.4M+$3.1M2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED244,962292,470-47,508-16%$7.0M$8.7M+$1.7M2026-11-04
Bank of New York Mellon Corp
DECREASED91,31098,018-6,708-7%$2.3M$3.2M+$906.5K2026-11-05
Perkins Capital Management Inc
INCREASED49,31516,140+33,175+206%$384.9K$1.8M+$1.4M2026-11-02
Barclays PLC
INCREASED37,74730,330+7,417+24%$723.4K$1.3M+$617.8K2026-11-06
KBC Group NV
UNCHANGED36,04236,04200%$860.0K$1.3M+$421.0K2026-10-22
Strs Ohio
INCREASED30,70030,500+200+1%$727.4K$1.1M+$363.3K2026-10-30
Russell Investments Group, Ltd.
DECREASED28,29031,679-3,389-11%$761.4K$997.0K+$235.5K2026-11-06
Deutsche Bank Ag\
DECREASED27,76830,139-2,371-8%$718.8K$986.6K+$267.8K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED26,07231,748-5,676-18%$757.0K$926.0K+$169.0K2026-10-22
Truist Financial Corp
DECREASED23,46623,786-320-1%$567.3K$833.7K+$266.5K2026-10-30
First Bank & Trust
DECREASED18,37618,591-215-1%$443.4K$652.9K+$209.5K2026-10-19
Inspire Investing, LLC
DECREASED17,97829,047-11,069-38%$692.8K$638.8K-$54.0K2026-10-22
Creative Planning
INCREASED17,49113,681+3,810+28%$326.3K$621.5K+$295.2K2026-11-02
DekaBank Deutsche Girozentrale
NEW15,769—+15,769——$560.0K—2026-10-27
Diversify Wealth Management, LLC
DECREASED15,53415,932-398-2%$389.4K$525.0K+$135.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED15,53415,932-398-2%$389.4K$525.0K+$135.7K2026-10-20
Green Alpha Advisors, LLC
INCREASED13,8289,941+3,887+39%$237.1K$491.3K+$254.2K2026-10-08
LPL Financial LLC
DECREASED13,69514,220-525-4%$339.1K$486.6K+$147.4K2026-11-06
Oak Harvest Investment Services
UNCHANGED13,48513,48500%$321.6K$479.1K+$157.5K2026-10-20
Summit Global Investments
UNCHANGED13,07813,07800%$312.0K$465.0K+$153.0K2026-10-28
Parallel Advisors, LLC
UNCHANGED12,93112,93100%$308.4K$459.4K+$151.0K2026-11-03
TritonPoint Partners, LLC
DECREASED10,39710,796-399-4%$257.5K$369.4K+$111.9K2026-11-05
Lido Advisors, LLC
INCREASED10,03710,034+3+0%$239.3K$356.6K+$117.3K2026-11-04
Citigroup Inc
DECREASED10,02816,144-6,116-38%$385.0K$356.3K-$28.7K2026-11-04
Diversified Trust Co
NEW9,550—+9,550——$339.3K—2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW8,868—+8,868——$298.9K—2026-10-13
Simon Quick Advisors, LLC
UNCHANGED8,5618,56100%$204.2K$304.2K+$100.0K2026-10-26
Assetmark, Inc
INCREASED8,3406,710+1,630+24%$160.0K$296.3K+$136.3K2026-10-21
Achmea Investment Management B.V.
NEW8,070—+8,070——$287.0K—2026-10-30
Arizona State Retirement System
NEW7,690—+7,690——$273.2K—2026-11-03
Commonwealth Equity Services, LLC
NEW6,708—+6,708——$238.3K—2026-11-02
Amundi
NEW6,247—+6,247——$222.0K—2026-11-06
Pictet Asset Management Holding SA
NEW5,899—+5,899——$209.6K—2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED5,5744,827+747+15%$115.1K$194.4K+$79.3K2026-10-28
US Bancorp \de\
INCREASED4,5154,478+37+1%$106.8K$160.4K+$53.6K2026-11-05
Farther Finance Advisors, LLC
DECREASED1,6321,806-174-10%$43.1K$58.0K+$14.9K2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED1,5611,356+205+15%$32.3K$55.5K+$23.1K2026-11-03
Nfsg Corp
NEW1,000—+1,000——$35.5K—2026-10-15
Allworth Financial LP
INCREASED938264+674+255%$6.3K$22.4K+$16.1K2026-11-06
GF Fund Management Co. Ltd.
INCREASED687631+56+9%$15.0K$24.4K+$9.4K2026-10-26
Nykredit A/S
UNCHANGED59759700%$14.2K$21.2K+$7.0K2026-11-06
Sterling Capital Management LLC
DECREASED583603-20-3%$14.4K$20.7K+$6.3K2026-10-22
SJS Investment Consulting Inc.
INCREASED45915+444+2960%$358$16.3K+$16.0K2026-10-26
First Horizon Corp
DECREASED446662-216-33%$15.8K$15.8K+$572026-10-26
Hughes Financial Services, LLC
DECREASED435436-10%$10.4K$16.8K+$6.4K2026-10-30
Rossby Financial, LCC
UNCHANGED42942900%$10.2K$15.2K+$5.0K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED3426+336+5600%$143$12.2K+$12.0K2026-10-29
Covestor Ltd
DECREASED324473-149-31%$11$11$02026-10-30
Ascentis Wealth Management, LLC
NEW308—+308——$10.9K—2026-11-03
Nisa Investment Advisors, LLC
UNCHANGED25625600%$6.1K$9.1K+$3.0K2026-10-20
GK Wealth Management LLC
NEW214—+214——$7.6K—2026-10-09
Essential Partners LLC
INCREASED191190+1+1%$4.5K$6.8K+$2.3K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED171139+32+23%$3.3K$6.1K+$2.8K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED163156+7+4%$3.7K$5.8K+$2.1K2026-11-05
Versant Capital Management, Inc
INCREASED154126+28+22%$3.0K$5.5K+$2.5K2026-10-02
SBI Securities Co., Ltd.
INCREASED14747+100+213%$1.1K$5.2K+$4.1K2026-10-22
PNC Financial Services Group, Inc.
DECREASED146157-11-7%$3.7K$5.2K+$1.4K2026-11-06
IFP Advisors, Inc
INCREASED14360+83+138%$1.4K$5.1K+$3.7K2026-10-16
Bfsg, LLC
UNCHANGED909000%$2.1K$3.2K+$1.1K2026-10-30
Fifth Third Bancorp
NEW87—+87——$3.1K—2026-11-05
Provenance Wealth Advisors, LLC
NEW82—+82——$2.9K—2026-10-30
Fortitude Family Office, LLC
INCREASED761+75+7500%$24$2.7K+$2.7K2026-10-14
Root Financial Partners, LLC
NEW52—+52——$1.8K—2026-10-21
True Wealth Design, LLC
UNCHANGED424200%$1.0K$1.5K+$4912026-10-13
Parkside Financial Bank & Trust
UNCHANGED252500%$596$891+$2952026-10-27
Gamma Investing LLC
INCREASED2219+3+16%$453$782+$3292026-10-08
Clearstead Advisors, LLC
DECREASED1248-36-75%$1.1K$427-$7192026-11-06
Aigh Capital Management LLC
CLOSED0545,101-545,101-100%$13.0M$0-$13.0M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED031,916-31,916-100%$761.2K$0-$761.2K2026-10-16
Counterpoint Mutual Funds LLC
CLOSED016,510-16,510-100%$393.8K$0-$393.8K2026-10-16
State of Wyoming
CLOSED04,923-4,923-100%$117.4K$0-$117.4K2026-10-28
State of Alaska, Department of Revenue
CLOSED01,553-1,553-100%$37.0K$0-$37.0K2026-10-15
Spire Wealth Management
CLOSED050-50-100%$1.2K$0-$1.2K2026-10-30
BlackRock, Inc.
N/A—3,291,963-3,291,963-100%$78.5M———
RTW Investments, LP
N/A—2,778,335-2,778,335-100%$66.3M———
Vanguard Capital Management LLC
N/A—1,226,497-1,226,497-100%$29.3M———
Acadian Asset Management LLC
N/A—918,668-918,668-100%$21.9M———
Allianz Asset Management GmbH
N/A—879,258-879,258-100%$21.0M———
Vanguard Portfolio Management LLC
N/A—840,785-840,785-100%$20.1M———
Summit Partners Public Asset Management, LLC
N/A—824,872-824,872-100%$19.7M———
State Street Corp
N/A—822,079-822,079-100%$19.6M———
Qube Research & Technologies Ltd
N/A—589,300-589,300-100%$14.1M———
Renaissance Technologies LLC
N/A—371,200-371,200-100%$8.9M———
Goldman Sachs Group Inc
N/A—358,397-358,397-100%$8.5M———
Point72 Asset Management, L.P.
N/A—357,317-357,317-100%$8.5M———
Kennedy Capital Management LLC
N/A—348,371-348,371-100%$8.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—331,727-331,727-100%$7.9M———
Morgan Stanley
N/A—329,684-329,684-100%$7.9M———
Portolan Capital Management, LLC
N/A—328,818-328,818-100%$7.8M———
Panagora Asset Management Inc
N/A—301,040-301,040-100%$7.2M———
Northern Trust Corp
N/A—285,158-285,158-100%$6.8M———
Citadel Advisors LLC
N/A—265,353-265,353-100%$6.3M———
Silvercrest Asset Management Group LLC
N/A—256,095-256,095-100%$6.1M———
Charles Schwab Investment Management Inc
N/A—254,535-254,535-100%$6.1M———
Advisors Capital Management, LLC
N/A—238,204-238,204-100%$5.7M———
New York State Common Retirement Fund
N/A—234,746-234,746-100%$5.6M———
Palisade Capital Management, LP
N/A—231,931-231,931-100%$5.5M———
Nuveen, LLC
N/A—231,726-231,726-100%$5.5M———
Bridgeway Capital Management, LLC
N/A—221,338-221,338-100%$5.3M———
Trexquant Investment LP
N/A—206,111-206,111-100%$4.9M———
Millennium Management LLC
N/A—205,369-205,369-100%$4.9M———
Vanguard Fiduciary Trust Co
N/A—197,494-197,494-100%$4.7M———
AQR Capital Management LLC
N/A—166,567-166,567-100%$4.0M———
First Trust Advisors LP
N/A—145,064-145,064-100%$3.5M———
Parkman Healthcare Partners LLC
N/A—144,791-144,791-100%$3.5M———
Empowered Funds, LLC
N/A—142,338-142,338-100%$3.4M———
HRT Financial LP
N/A—115,853-115,853-100%$2.8M———
D. E. Shaw & Co., Inc.
N/A—112,789-112,789-100%$2.7M———
Man Group plc
N/A—108,761-108,761-100%$2.6M———
Two Sigma Investments, LP
N/A—100,374-100,374-100%$2.4M———
Bank of America Corp
N/A—98,745-98,745-100%$2.4M———
Franklin Resources Inc
N/A—97,733-97,733-100%$2.3M———
Arrowstreet Capital, Limited Partnership
N/A—92,736-92,736-100%$2.2M———
UBS Group AG
N/A—89,368-89,368-100%$2.1M———
JPMorgan Chase & Co
N/A—84,804-84,804-100%$2.1M———
SummitTX Capital, L.P.
N/A—79,018-79,018-100%$1.9M———
SEI Investments Co
N/A—74,433-74,433-100%$1.8M———
Algert Global LLC
N/A—70,478-70,478-100%$1.7M———
Orion Porfolio Solutions, LLC
N/A—69,654-69,654-100%$1.7M———
BNP Paribas Financial Markets
N/A—69,571-69,571-100%$1.7M———
American Century Companies Inc
N/A—65,413-65,413-100%$1.6M———
UBS Asset Management Americas LLC
N/A—64,346-64,346-100%$1.5M———
Norges Bank
N/A—60,100-60,100-100%$1.4M———
FMR LLC
N/A—55,871-55,871-100%$1.3M———
Envestnet Asset Management Inc
N/A—55,157-55,157-100%$1.3M———
Invesco Ltd.
N/A—54,888-54,888-100%$1.3M———
Swiss National Bank
N/A—53,700-53,700-100%$1.3M———
Price T Rowe Associates Inc
N/A—53,242-53,242-100%$1.3M———
Jane Street Group, LLC
N/A—44,793-44,793-100%$1.1M———
XTX Topco Ltd
N/A—39,923-39,923-100%$952.2K———
Rhumbline Advisers
N/A—39,010-39,010-100%$930.4K———
California State Teachers Retirement System
N/A—37,802-37,802-100%$901.6K———
Wells Fargo & Company
N/A—29,543-29,543-100%$704.6K———
Engineers Gate Manager LP
N/A—29,480-29,480-100%$703.1K———
Alliancebernstein L.P.
N/A—27,100-27,100-100%$665.3K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—25,221-25,221-100%$601.5K———
Tidal Investments LLC
N/A—22,186-22,186-100%$529.1K———
Legal & General Group Plc
N/A—20,548-20,548-100%$490.1K———
Schonfeld Strategic Advisors LLC
N/A—19,930-19,930-100%$475.3K———
Vanguard Asset Management, Ltd
N/A—17,653-17,653-100%$421.0K———
MetLife Investment Management, LLC
N/A—17,008-17,008-100%$405.6K———
Campbell & Co Investment Adviser LLC
N/A—16,476-16,476-100%$393.0K———
Quantinno Capital Management LP
N/A—16,428-16,428-100%$391.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—15,579-15,579-100%$371.6K———
Jupiter Topco LLC
N/A—15,037-15,037-100%$358.2K———
Tudor Investment Corp ET AL
N/A—14,462-14,462-100%$344.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—13,785-13,785-100%$328.8K———
Birchview Capital, LP
N/A—12,984-12,984-100%$309.7K———
Manufacturers Life Insurance Company, the
N/A—12,543-12,543-100%$299.2K———
Vanguard Global Advisers, LLC
N/A—11,502-11,502-100%$274.3K———
Numerai GP LLC
N/A—10,348-10,348-100%$246.8K———
Quadrature Capital Ltd
N/A—10,175-10,175-100%$242.7K———
Police & Firemen's Retirement System of New Jersey
N/A—9,855-9,855-100%$235.0K———
Allstate Corp
N/A—9,642-9,642-100%$230.0K———
EntryPoint Capital, LLC
N/A—8,942-8,942-100%$213.3K———
Cetera Investment Advisers
N/A—8,632-8,632-100%$205.9K———
Intech Investment Management LLC
N/A—8,580-8,580-100%$204.6K———
Glenmede Trust Co NA
N/A—8,536-8,536-100%$203.6K———
Vanguard Investments Australia, Ltd.
N/A—7,553-7,553-100%$180.1K———
KLP Kapitalforvaltning AS
N/A—6,200-6,200-100%$147.9K———
Harbour Investments, Inc.
N/A—3,977-3,977-100%$94.9K———
Canada Life Assurance Co
N/A—3,244-3,244-100%$77.0K———
Tower Research Capital LLC (TRC)
N/A—2,773-2,773-100%$66.1K———
Ameritas Investment Partners, Inc.
N/A—2,717-2,717-100%$64.8K———
Quantbot Technologies LP
N/A—2,599-2,599-100%$62.0K———
Osaic Holdings, Inc.
N/A—1,191-1,191-100%$28.4K———
Global Retirement Partners, LLC
N/A—1,100-1,100-100%$26.2K———
Meeder Asset Management Inc
N/A—994-994-100%$23.7K———
Royal Bank of Canada
N/A—976-976-100%$23.0K———
NewEdge Advisors, LLC
N/A—842-842-100%$20.1K———
Arax Advisory Partners
N/A—786-786-100%$18.7K———
BNP Paribas Asset Management Holding S.A.
N/A—707-707-100%$16.9K———
Federated Hermes, Inc.
N/A—489-489-100%$11.7K———
Jones Financial Companies Lllp
N/A—343-343-100%$8.3K———
National Bank of Canada
N/A—191-191-100%$4.5K———
Optiver Holding B.V.
N/A—174-174-100%$4.2K———
LOS Angeles Capital Management LLC
N/A—171-171-100%$4.1K———
Huntington National Bank
N/A—139-139-100%$3.3K———
Rockefeller Capital Management L.P.
N/A—87-87-100%$2.1K———
Rothschild Investment LLC
N/A—54-54-100%$1.3K———
Investors Portfolio Services LLC
N/A—18-18-100%$429———
Smartleaf Asset Management LLC
N/A—8-8-100%$213———
Freestone Grove Partners LP
N/A—1-1-100%$24———
Erste Asset Management GmbH
N/A—00—$0———
Showing 191 of 191 institutions