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Chargepoint Holdings Inc (CHPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares647,162 from 590,127
Change+57,035 (+10%)
Value$6.5M (+$3.0M)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares586,834 from 143,398
Change+443,436 (+309%)
Value$5.9M (+$5.1M)
Filed 2026-11-09
UBS Group AG
INCREASED
Shares537,474 from 137,308
Change+400,166 (+291%)
Value$5.4M (+$4.6M)
Filed 2026-11-10
Nuveen, LLC
INCREASED
Shares66,683 from 62,310
Change+4,373 (+7%)
Value$672.2K (+$303.9K)
Filed 2026-11-10
Bank of New York Mellon Corp
INCREASED
Shares63,808 from 58,179
Change+5,629 (+10%)
Value$643.2K (+$299.4K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares38,926 from 12,607
Change+26,319 (+209%)
Value$392.4K (+$317.9K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares36,704 from 11,331
Change+25,373 (+224%)
Value$370.0K (+$303.0K)
Filed 2026-11-04
SEI Investments Co
INCREASED
Shares33,952 from 30,033
Change+3,919 (+13%)
Value$342.2K (+$164.7K)
Filed 2026-11-10
Creative Planning
INCREASED
Shares26,823 from 15,636
Change+11,187 (+72%)
Value$270.4K (+$178.0K)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares23,839 from 26,778
Change-2,939 (-11%)
Value$240.3K (+$82.0K)
Filed 2026-11-06
Hamilton Capital Partners, LLC
DECREASED
Shares21,136 from 38,710
Change-17,574 (-45%)
Value$213.1K (-$15.7K)
Filed 2026-11-10
Rhumbline Advisers
INCREASED
Shares19,637 from 17,204
Change+2,433 (+14%)
Value$197.9K (+$96.3K)
Filed 2026-11-10
Barclays PLC
INCREASED
Shares19,350 from 9,400
Change+9,950 (+106%)
Value$195.0K (+$139.5K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares19,163
Change+19,163
Value$155.8K
Filed 2026-10-13
LPL Financial LLC
NEW
Shares15,826
Change+15,826
Value$159.5K
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares12,012
Change+12,012
Value$121.1K
Filed 2026-11-06
FMR LLC
INCREASED
Shares9,590 from 3,188
Change+6,402 (+201%)
Value$96.7K (+$77.8K)
Filed 2026-11-10
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares8,029 from 8,029
Change0 (0%)
Value$80.9K (+$33.5K)
Filed 2026-11-09
Rothschild Investment LLC
INCREASED
Shares5,227 from 5,000
Change+227 (+5%)
Value$52.7K (+$23.1K)
Filed 2026-11-10
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares3,600 from 11,600
Change-8,000 (-69%)
Value$36.3K (-$32.3K)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares2,966 from 1,936
Change+1,030 (+53%)
Value$29.9K (+$18.5K)
Filed 2026-11-06
Nfsg Corp
DECREASED
Shares2,000 from 2,990
Change-990 (-33%)
Value$20.2K (+$2.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares1,362 from 10
Change+1,352 (+13520%)
Value$13.7K (+$13.7K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares1,090 from 50
Change+1,040 (+2080%)
Value$11.0K (+$10.7K)
Filed 2026-10-08
Center for Financial Planning, Inc.
DECREASED
Shares1,000 from 2,000
Change-1,000 (-50%)
Value$10.1K (-$1.7K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares924 from 1,200
Change-276 (-23%)
Value$9.3K (+$2.2K)
Filed 2026-10-22
Gamma Investing LLC
NEW
Shares822
Change+822
Value$8.3K
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares792 from 85
Change+707 (+832%)
Value$8.0K (+$7.5K)
Filed 2026-10-22
Global Retirement Partners, LLC
INCREASED
Shares703 from 9
Change+694 (+7711%)
Value$7.1K (+$7.0K)
Filed 2026-11-10
Essential Partners LLC
NEW
Shares621
Change+621
Value$6.3K
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares605 from 582
Change+23 (+4%)
Value$6.2K (+$2.7K)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$4.6K (+$1.9K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares426 from 120
Change+306 (+255%)
Value$4.3K (+$3.6K)
Filed 2026-10-16
SJS Investment Consulting Inc.
NEW
Shares325
Change+325
Value$3.3K
Filed 2026-10-26
True Wealth Design, LLC
NEW
Shares278
Change+278
Value$2.8K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares224
Change+224
Value$2.3K
Filed 2026-10-21
Smartleaf Asset Management LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$2.0K (+$735)
Filed 2026-11-10
Tradewinds Capital Management, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$2.1K (+$875)
Filed 2026-10-23
Harbour Investments, Inc.
DECREASED
Shares169 from 192
Change-23 (-12%)
Value$1.7K (+$569)
Filed 2026-11-09
GK Wealth Management LLC
NEW
Shares150
Change+150
Value$1.5K
Filed 2026-10-09
Parkside Financial Bank & Trust
NEW
Shares150
Change+150
Value$1.5K
Filed 2026-10-27
J. R. Prunier Capital Management LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$1.2K (+$479)
Filed 2026-11-09
US Bancorp \de\
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$827 (+$342)
Filed 2026-11-05
Hartford Financial Management Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$756 (+$312)
Filed 2026-10-21
Strive Financial Group,LLC
NEW
Shares70
Change+70
Value$706
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$396 ($0)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$665 (+$275)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$575 (+$238)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$504 (+$207)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$454 (+$188)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares41
Change+41
Value$413
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$353 (+$146)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares33 from 39
Change-6 (-15%)
Value$333 (+$102)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares30 from 25
Change+5 (+20%)
Value$303 (+$155)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares29 from 34
Change-5 (-15%)
Value$292 (+$91)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$292 (+$121)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$202 (+$84)
Filed 2026-10-16
Fortitude Family Office, LLC
NEW
Shares19
Change+19
Value$192
Filed 2026-10-14
Elevated Capital Advisors, LLC
NEW
Shares18
Change+18
Value$181
Filed 2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$171 (+$71)
Filed 2026-10-20
Cornerstone Financial Management LLC
NEW
Shares16
Change+16
Value$164
Filed 2026-11-10
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$0 ($0)
Filed 2026-11-04
Main Street Group, LTD
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$151 (+$62)
Filed 2026-10-28
POM Investment Strategies, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$151 (+$62)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares14
Change+14
Value$141
Filed 2026-11-05
Valley National Advisers Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$101 (+$41)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$101 (+$42)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$101 (+$42)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$91 (+$38)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares6
Change+6
Value$60
Filed 2026-11-06
Blue Trust, Inc.
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$50 (+$15)
Filed 2026-10-15
Hurley Capital, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$50 (+$20)
Filed 2026-11-05
DT Investment Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$51 (+$21)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$51 (+$21)
Filed 2026-10-22
Anchor Investment Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$50 (+$20)
Filed 2026-11-10
Natixis
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$40 (+$16)
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$30 (+$12)
Filed 2026-11-05
Mosley Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$14 (+$2)
Filed 2026-10-16
Planning Strategies Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$20 (+$8)
Filed 2026-10-02
Tidemark, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$20 (+$8)
Filed 2026-11-09
Creative Financial Designs Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (+$4)
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$11 (+$5)
Filed 2026-11-03
Squarepoint Ops LLC
CLOSED
Shares0 from 25,242
Change-25,242 (-100%)
Value$0 (-$149.2K)
Filed 2026-11-09
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 17,673
Change-17,673 (-100%)
Value$0 (-$105.5K)
Filed 2026-11-05
Sullivan Wood Capital Management LLC
CLOSED
Shares0 from 17,500
Change-17,500 (-100%)
Value$0 (-$103.4K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$550)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$384)
Filed 2026-10-26
Tsfg, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 ($0)
Filed 2026-10-23
Westside Investment Management, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$177)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$148)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$136)
Filed 2026-10-13
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$77)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$64)
Filed 2026-10-16
Signature Equity Partners, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$18)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$11)
Filed 2026-10-20
BlackRock, Inc.
N/A
Shares— from 1,861,913
Change-1,861,913 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 975,753
Change-975,753 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 283,284
Change-283,284 (-100%)
Value—
State Street Corp
N/A
Shares— from 254,877
Change-254,877 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 194,860
Change-194,860 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 192,848
Change-192,848 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 189,718
Change-189,718 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 188,746
Change-188,746 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 181,159
Change-181,159 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 165,654
Change-165,654 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 154,086
Change-154,086 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 129,416
Change-129,416 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 119,455
Change-119,455 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 107,781
Change-107,781 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 101,290
Change-101,290 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 100,017
Change-100,017 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 93,764
Change-93,764 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 91,318
Change-91,318 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 74,198
Change-74,198 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 72,820
Change-72,820 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 55,258
Change-55,258 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 49,254
Change-49,254 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 46,637
Change-46,637 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 45,536
Change-45,536 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 36,116
Change-36,116 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 33,202
Change-33,202 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,583
Change-28,583 (-100%)
Value—
EFG International AG
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 23,223
Change-23,223 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 20,874
Change-20,874 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 19,045
Change-19,045 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 17,266
Change-17,266 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 17,002
Change-17,002 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,234
Change-16,234 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 16,131
Change-16,131 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 15,295
Change-15,295 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 15,066
Change-15,066 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,704
Change-10,704 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 342
Change-342 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 237
Change-237 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 103
Change-103 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 77
Change-77 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70
Change-70 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 43
Change-43 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
NCP Inc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 15
Change-15 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5
Change-5 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED647,162590,127+57,035+10%$3.5M$6.5M+$3.0M2026-11-06
Acadian Asset Management LLC
INCREASED586,834143,398+443,436+309%$843.0K$5.9M+$5.1M2026-11-09
UBS Group AG
INCREASED537,474137,308+400,166+291%$811.5K$5.4M+$4.6M2026-11-10
Nuveen, LLC
INCREASED66,68362,310+4,373+7%$368.3K$672.2K+$303.9K2026-11-10
Bank of New York Mellon Corp
INCREASED63,80858,179+5,629+10%$343.8K$643.2K+$299.4K2026-11-05
Simplex Trading, LLC
INCREASED38,92612,607+26,319+209%$74.5K$392.4K+$317.9K2026-11-04
Citigroup Inc
INCREASED36,70411,331+25,373+224%$67.0K$370.0K+$303.0K2026-11-04
SEI Investments Co
INCREASED33,95230,033+3,919+13%$177.5K$342.2K+$164.7K2026-11-10
Creative Planning
INCREASED26,82315,636+11,187+72%$92.4K$270.4K+$178.0K2026-11-02
Deutsche Bank Ag\
DECREASED23,83926,778-2,939-11%$158.3K$240.3K+$82.0K2026-11-06
Hamilton Capital Partners, LLC
DECREASED21,13638,710-17,574-45%$228.8K$213.1K-$15.7K2026-11-10
Rhumbline Advisers
INCREASED19,63717,204+2,433+14%$101.7K$197.9K+$96.3K2026-11-10
Barclays PLC
INCREASED19,3509,400+9,950+106%$55.6K$195.0K+$139.5K2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW19,163—+19,163——$155.8K—2026-10-13
LPL Financial LLC
NEW15,826—+15,826——$159.5K—2026-11-06
Savant Capital, LLC
NEW12,012—+12,012——$121.1K—2026-11-06
FMR LLC
INCREASED9,5903,188+6,402+201%$18.8K$96.7K+$77.8K2026-11-10
Police & Firemen's Retirement System of New Jersey
UNCHANGED8,0298,02900%$47.5K$80.9K+$33.5K2026-11-09
Rothschild Investment LLC
INCREASED5,2275,000+227+5%$29.6K$52.7K+$23.1K2026-11-10
Pilgrim Partners Asia Pte Ltd
DECREASED3,60011,600-8,000-69%$68.6K$36.3K-$32.3K2026-10-29
Russell Investments Group, Ltd.
INCREASED2,9661,936+1,030+53%$11.4K$29.9K+$18.5K2026-11-06
Nfsg Corp
DECREASED2,0002,990-990-33%$17.7K$20.2K+$2.5K2026-10-15
EverSource Wealth Advisors, LLC
INCREASED1,36210+1,352+13520%$59$13.7K+$13.7K2026-11-04
Farther Finance Advisors, LLC
INCREASED1,09050+1,040+2080%$296$11.0K+$10.7K2026-10-08
Center for Financial Planning, Inc.
DECREASED1,0002,000-1,000-50%$11.8K$10.1K-$1.7K2026-10-26
SBI Securities Co., Ltd.
DECREASED9241,200-276-23%$7.1K$9.3K+$2.2K2026-10-22
Gamma Investing LLC
NEW822—+822——$8.3K—2026-10-08
Sterling Capital Management LLC
INCREASED79285+707+832%$502$8.0K+$7.5K2026-10-22
Global Retirement Partners, LLC
INCREASED7039+694+7711%$53$7.1K+$7.0K2026-11-10
Essential Partners LLC
NEW621—+621——$6.3K—2026-10-14
TD Waterhouse Canada Inc.
INCREASED605582+23+4%$3.5K$6.2K+$2.7K2026-10-16
Golden State Wealth Management, LLC
UNCHANGED45345300%$2.7K$4.6K+$1.9K2026-11-02
IFP Advisors, Inc
INCREASED426120+306+255%$709$4.3K+$3.6K2026-10-16
SJS Investment Consulting Inc.
NEW325—+325——$3.3K—2026-10-26
True Wealth Design, LLC
NEW278—+278——$2.8K—2026-10-13
Root Financial Partners, LLC
NEW224—+224——$2.3K—2026-10-21
Smartleaf Asset Management LLC
UNCHANGED21521500%$1.3K$2.0K+$7352026-11-10
Tradewinds Capital Management, LLC
UNCHANGED21021000%$1.2K$2.1K+$8752026-10-23
Harbour Investments, Inc.
DECREASED169192-23-12%$1.1K$1.7K+$5692026-11-09
GK Wealth Management LLC
NEW150—+150——$1.5K—2026-10-09
Parkside Financial Bank & Trust
NEW150—+150——$1.5K—2026-10-27
J. R. Prunier Capital Management LLC
UNCHANGED11511500%$680$1.2K+$4792026-11-09
US Bancorp \de\
UNCHANGED828200%$485$827+$3422026-11-05
Hartford Financial Management Inc.
UNCHANGED757500%$444$756+$3122026-10-21
Strive Financial Group,LLC
NEW70—+70——$706—2026-11-09
Allworth Financial LP
UNCHANGED676700%$396$396$02026-11-06
PNC Financial Services Group, Inc.
UNCHANGED666600%$390$665+$2752026-11-06
Plante Moran Financial Advisors, LLC
UNCHANGED575700%$337$575+$2382026-11-04
Fifth Third Bancorp
UNCHANGED505000%$297$504+$2072026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED454500%$266$454+$1882026-10-23
Latitude Advisors, LLC
NEW41—+41——$413—2026-10-27
Bfsg, LLC
UNCHANGED353500%$207$353+$1462026-10-30
Cassaday & Co Wealth Management LLC
DECREASED3339-6-15%$231$333+$1022026-10-27
Clearstead Advisors, LLC
INCREASED3025+5+20%$148$303+$1552026-11-06
Larson Financial Group LLC
DECREASED2934-5-15%$201$292+$912026-11-05
Eukles Asset Management
UNCHANGED292900%$171$292+$1212026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED202000%$118$202+$842026-10-16
Fortitude Family Office, LLC
NEW19—+19——$192—2026-10-14
Elevated Capital Advisors, LLC
NEW18—+18——$181—2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED171700%$100$171+$712026-10-20
Cornerstone Financial Management LLC
NEW16—+16——$164—2026-11-10
Hazlett, Burt & Watson, Inc.
UNCHANGED151500%$0$0$02026-11-04
Main Street Group, LTD
UNCHANGED151500%$89$151+$622026-10-28
POM Investment Strategies, LLC
UNCHANGED151500%$89$151+$622026-10-20
Jacobi Capital Management LLC
NEW14—+14——$141—2026-11-05
Valley National Advisers Inc
UNCHANGED101000%$60$101+$412026-10-23
Lanark Financial, Inc.
UNCHANGED101000%$59$101+$422026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED101000%$59$101+$422026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED9900%$53$91+$382026-10-30
Rothwell Investment Advisors, LLC
NEW6—+6——$60—2026-11-06
Blue Trust, Inc.
DECREASED56-1-17%$35$50+$152026-10-15
Hurley Capital, LLC
UNCHANGED5500%$30$50+$202026-11-05
DT Investment Partners, LLC
UNCHANGED5500%$30$51+$212026-10-27
Quaker Wealth Management, LLC
UNCHANGED5500%$30$51+$212026-10-22
Anchor Investment Management, LLC
UNCHANGED5500%$30$50+$202026-11-10
Natixis
UNCHANGED4400%$24$40+$162026-11-06
Rossby Financial, LCC
UNCHANGED3300%$18$30+$122026-11-05
Mosley Wealth Management
UNCHANGED2200%$12$14+$22026-10-16
Planning Strategies Inc.
UNCHANGED2200%$12$20+$82026-10-02
Tidemark, LLC
UNCHANGED2200%$12$20+$82026-11-09
Creative Financial Designs Inc
UNCHANGED1100%$6$10+$42026-11-04
Asset Dedication, LLC
UNCHANGED1100%$6$11+$52026-11-03
Squarepoint Ops LLC
CLOSED025,242-25,242-100%$149.2K$0-$149.2K2026-11-09
Alpha Wealth Funds, LLC
CLOSED017,673-17,673-100%$105.5K$0-$105.5K2026-11-05
Sullivan Wood Capital Management LLC
CLOSED017,500-17,500-100%$103.4K$0-$103.4K2026-10-13
Institute for Wealth Management, Llc.
CLOSED093-93-100%$550$0-$5502026-11-06
Vermillion Wealth Management, Inc.
CLOSED065-65-100%$384$0-$3842026-10-26
Tsfg, LLC
CLOSED050-50-100%$0$0$02026-10-23
Westside Investment Management, Inc.
CLOSED030-30-100%$177$0-$1772026-11-02
AdvisorNet Financial, Inc
CLOSED025-25-100%$148$0-$1482026-10-15
Salem Investment Counselors Inc
CLOSED023-23-100%$136$0-$1362026-10-13
Nvest Wealth Strategies, Inc.
CLOSED013-13-100%$77$0-$772026-10-14
Cornerstone Planning Group LLC
CLOSED011-11-100%$64$0-$642026-10-16
Signature Equity Partners, LLC
CLOSED03-3-100%$18$0-$182026-10-29
Robinswood Financial LLC
CLOSED02-2-100%$11$0-$112026-10-20
BlackRock, Inc.
N/A—1,861,913-1,861,913-100%$11.0M———
Vanguard Capital Management LLC
N/A—975,753-975,753-100%$5.8M———
Goldman Sachs Group Inc
N/A—283,284-283,284-100%$1.7M———
State Street Corp
N/A—254,877-254,877-100%$1.5M———
Vanguard Portfolio Management LLC
N/A—194,860-194,860-100%$1.2M———
Charles Schwab Investment Management Inc
N/A—192,848-192,848-100%$1.1M———
Marshall Wace, LLP
N/A—189,718-189,718-100%$1.1M———
Northern Trust Corp
N/A—188,746-188,746-100%$1.1M———
Renaissance Technologies LLC
N/A—181,159-181,159-100%$1.1M———
Vanguard Fiduciary Trust Co
N/A—165,654-165,654-100%$979.0K———
Coatue Management LLC
N/A—154,086-154,086-100%$910.6K———
Occudo Quantitative Strategies LP
N/A—129,416-129,416-100%$764.8K———
Two Sigma Investments, LP
N/A—119,455-119,455-100%$706.0K———
Jacobs Levy Equity Management, Inc
N/A—107,781-107,781-100%$637.0K———
GMT Capital Corp
N/A—101,290-101,290-100%$598.6K———
Susquehanna International Group, LLP
N/A—100,017-100,017-100%$591.1K———
GSA Capital Partners LLP
N/A—93,764-93,764-100%$554.0K———
Invesco Ltd.
N/A—91,318-91,318-100%$539.7K———
Price T Rowe Associates Inc
N/A—74,198-74,198-100%$439.0K———
BNP Paribas Financial Markets
N/A—72,820-72,820-100%$430.4K———
XTX Topco Ltd
N/A—55,258-55,258-100%$326.6K———
Bank of America Corp
N/A—49,254-49,254-100%$291.1K———
Morgan Stanley
N/A—46,637-46,637-100%$275.6K———
Schonfeld Strategic Advisors LLC
N/A—45,536-45,536-100%$269.1K———
Alamea Verwaltungs GmbH
N/A—36,116-36,116-100%$213.4K———
Bridgeway Capital Management, LLC
N/A—35,000-35,000-100%$206.9K———
Susquehanna Portfolio Strategies, LLC
N/A—33,202-33,202-100%$196.2K———
Canada Pension Plan Investment Board
N/A—28,800-28,800-100%$170.2K———
HSBC Holdings PLC
N/A—28,583-28,583-100%$169.1K———
EFG International AG
N/A—26,000-26,000-100%$153.7K———
Wells Fargo & Company
N/A—23,223-23,223-100%$137.2K———
Quadrature Capital Ltd
N/A—22,515-22,515-100%$133.1K———
Trexquant Investment LP
N/A—20,874-20,874-100%$123.4K———
Virtu Financial LLC
N/A—19,045-19,045-100%$113.0K———
Susquehanna Fundamental Investments, LLC
N/A—17,266-17,266-100%$102.0K———
Millennium Management LLC
N/A—17,002-17,002-100%$100.5K———
D. E. Shaw & Co., Inc.
N/A—16,234-16,234-100%$95.9K———
Walleye Capital LLC
N/A—16,131-16,131-100%$95.3K———
Stifel Financial Corp
N/A—15,295-15,295-100%$90.4K———
Aigen Investment Management, LP
N/A—15,066-15,066-100%$89.0K———
Alliancebernstein L.P.
N/A—15,000-15,000-100%$72.9K———
nVerses Capital, LLC
N/A—14,950-14,950-100%$88.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,120-11,120-100%$65.7K———
New York State Common Retirement Fund
N/A—10,800-10,800-100%$63.8K———
JPMorgan Chase & Co
N/A—10,704-10,704-100%$65.3K———
IQ EQ Fund Management (Ireland) Ltd
N/A—10,397-10,397-100%$61.4K———
Vanguard Global Advisers, LLC
N/A—6,915-6,915-100%$40.9K———
Tower Research Capital LLC (TRC)
N/A—3,411-3,411-100%$20.2K———
Firsthand Capital Management, Inc.
N/A—3,000-3,000-100%$17.7K———
Osaic Holdings, Inc.
N/A—2,811-2,811-100%$16.6K———
Walleye Trading LLC
N/A—2,649-2,649-100%$15.7K———
Legal & General Group Plc
N/A—2,338-2,338-100%$13.8K———
Royal Bank of Canada
N/A—2,246-2,246-100%$14.0K———
Ameritas Investment Partners, Inc.
N/A—2,192-2,192-100%$13.0K———
Northwestern Mutual Wealth Management Co
N/A—2,100-2,100-100%$12.4K———
Vision Retirement, LLC
N/A—2,000-2,000-100%$11.8K———
Jones Financial Companies Lllp
N/A—1,214-1,214-100%$6.8K———
NewEdge Advisors, LLC
N/A—811-811-100%$4.8K———
Strategic Investment Solutions, Inc.
N/A—750-750-100%$4.4K———
Ameriflex Group, Inc.
N/A—679-679-100%$4.0K———
Capital Analysts, LLC
N/A—585-585-100%$4———
Rockefeller Capital Management L.P.
N/A—342-342-100%$2.0K———
Federation des caisses Desjardins du Quebec
N/A—237-237-100%$1.4K———
Steward Partners Investment Advisory, LLC
N/A—212-212-100%$1.3K———
Arax Advisory Partners
N/A—103-103-100%$609———
HM Payson & Co
N/A—100-100-100%$591———
Optiver Holding B.V.
N/A—92-92-100%$544———
Rialto Wealth Management, LLC
N/A—91-91-100%$538———
Steigerwald, Gordon & Koch Inc.
N/A—77-77-100%$455———
National Bank of Canada
N/A—70-70-100%$414———
Atlantic Union Bankshares Corp
N/A—43-43-100%$255———
Basecamp Wealth Advisors LLC
N/A—40-40-100%$236———
NCP Inc.
N/A—37-37-100%$219———
BFC Planning, Inc.
N/A—33-33-100%$195———
Consultiva Wealth Management, Corp.
N/A—15-15-100%$89———
VSM Wealth Advisory, LLC
N/A—12-12-100%$71———
HighMark Wealth Management LLC
N/A—11-11-100%$65———
SHP Wealth Management
N/A—10-10-100%$59———
Sittner & Nelson, LLC
N/A—8-8-100%$48———
Bartlett & Co. Wealth Management LLC
N/A—5-5-100%$30———
Leo H. Evart, Inc.
N/A—5-5-100%$30———
Fiduciary Financial Advisors
N/A—5-5-100%$30———
Estabrook Capital Management
N/A—3-3-100%$18———
Chelsea Counsel Co
N/A—1-1-100%$6———
Toronto Dominion Bank
N/A—1-1-100%$6———
Showing 180 of 180 institutions