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Chatham Lodging Trust (CLDT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,598,001 from 1,329,644
Change+268,357 (+20%)
Value$21.4M (+$3.8M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares466,344 from 425,473
Change+40,871 (+10%)
Value$6.2M (+$610.8K)
Filed 2026-11-04
Peapod Lane Capital LLC
DECREASED
Shares424,198 from 457,149
Change-32,951 (-7%)
Value$5.7M (-$372.3K)
Filed 2026-10-22
Bank of New York Mellon Corp
DECREASED
Shares221,163 from 223,181
Change-2,018 (-1%)
Value$3.0M (+$6.5K)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares209,872 from 209,423
Change+449 (+0%)
Value$2.8M (+$37.4K)
Filed 2026-11-06
LSV Asset Management
UNCHANGED
Shares175,800 from 175,800
Change0 (0%)
Value$2.4M (+$26.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares152,171 from 58,331
Change+93,840 (+161%)
Value$2.0M (+$1.3M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares102,459 from 91,977
Change+10,482 (+11%)
Value$1.4M (+$154.0K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares77,822 from 77,829
Change-7 (0%)
Value$1.0M (+$11.6K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares69,042 from 66,307
Change+2,735 (+4%)
Value$936.2K (+$76.2K)
Filed 2026-11-04
Asset Management One Co., Ltd.
DECREASED
Shares62,377 from 62,507
Change-130 (0%)
Value$834.6K (+$7.6K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares49,625 from 50,128
Change-503 (-1%)
Value$664.0K (+$790)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
NEW
Shares49,341
Change+49,341
Value$660.2K
Filed 2026-10-16
Inspire Investing, LLC
DECREASED
Shares47,978 from 166,968
Change-118,990 (-71%)
Value$641.9K (-$1.6M)
Filed 2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares41,004 from 41,500
Change-496 (-1%)
Value$548.6K (-$411)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares36,827 from 42,165
Change-5,338 (-13%)
Value$492.7K (-$65.1K)
Filed 2026-11-06
Pensionfund PDN
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$482 (-$475.5K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares35,077 from 35,949
Change-872 (-2%)
Value$478.8K (+$16.5K)
Filed 2026-10-13
State of Wyoming
INCREASED
Shares33,539 from 31,137
Change+2,402 (+8%)
Value$448.8K (+$36.8K)
Filed 2026-10-28
Diversified Trust Co
INCREASED
Shares27,989 from 22,970
Change+5,019 (+22%)
Value$374.5K (+$70.6K)
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares24,023 from 22,754
Change+1,269 (+6%)
Value$295.0K (+$42.0K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares20,295 from 19,840
Change+455 (+2%)
Value$271.5K (+$9.1K)
Filed 2026-10-21
Daiwa Securities Group Inc.
INCREASED
Shares18,225 from 17,720
Change+505 (+3%)
Value$243.9K (+$9.4K)
Filed 2026-10-29
Evergreen Capital Management LLC
UNCHANGED
Shares17,323 from 17,323
Change0 (0%)
Value$231.8K (+$2.6K)
Filed 2026-10-23
Pensionfund Sabic
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$201 (-$197.8K)
Filed 2026-10-05
Savant Capital, LLC
NEW
Shares13,758
Change+13,758
Value$184.1K
Filed 2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares12,827 from 12,827
Change0 (0%)
Value$171.6K (+$1.9K)
Filed 2026-10-20
Sterling Capital Management LLC
INCREASED
Shares12,406 from 911
Change+11,495 (+1262%)
Value$166.0K (+$153.9K)
Filed 2026-10-22
Strs Ohio
INCREASED
Shares12,100 from 8,600
Change+3,500 (+41%)
Value$161.9K (+$48.1K)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares7,846 from 24,313
Change-16,467 (-68%)
Value$105.0K (-$216.7K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares5,334 from 5,334
Change0 (0%)
Value$71.4K (+$800)
Filed 2026-10-23
PNC Financial Services Group, Inc.
DECREASED
Shares4,965 from 7,005
Change-2,040 (-29%)
Value$66.4K (-$26.2K)
Filed 2026-11-06
New York State Teachers Retirement System
UNCHANGED
Shares4,213 from 4,213
Change0 (0%)
Value$56.0K ($0)
Filed 2026-10-22
US Bancorp \de\
UNCHANGED
Shares3,660 from 3,660
Change0 (0%)
Value$49.0K (+$549)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares2,335 from 946
Change+1,389 (+147%)
Value$31.2K (+$18.7K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares2,312 from 2,290
Change+22 (+1%)
Value$30.9K (+$637)
Filed 2026-11-04
Hilltop National Bank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$26.8K (+$300)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares1,856 from 918
Change+938 (+102%)
Value$24.8K (+$12.7K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$21.4K ($0)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
NEW
Shares1,528
Change+1,528
Value$20
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares1,419 from 1,610
Change-191 (-12%)
Value$19.0K (-$2.3K)
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$17.5K (+$196)
Filed 2026-10-02
Essential Partners LLC
DECREASED
Shares1,036 from 1,176
Change-140 (-12%)
Value$13.9K (-$1.7K)
Filed 2026-10-14
Fortitude Family Office, LLC
INCREASED
Shares987 from 112
Change+875 (+781%)
Value$13.2K (+$11.7K)
Filed 2026-10-14
Ares Financial Consulting, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$11.1K (+$125)
Filed 2026-10-19
Blue Trust, Inc.
INCREASED
Shares817 from 794
Change+23 (+3%)
Value$10.9K (+$426)
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares815 from 867
Change-52 (-6%)
Value$11.0K (+$11.0K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares692 from 692
Change0 (0%)
Value$9.3K (+$104)
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares572 from 87
Change+485 (+557%)
Value$7.7K (+$6.5K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares361 from 12
Change+349 (+2908%)
Value$4.8K (+$4.7K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares244 from 554
Change-310 (-56%)
Value$3.3K (-$4.1K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares171
Change+171
Value$2.3K
Filed 2026-10-21
True Wealth Design, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$1.9K (+$21)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares138
Change+138
Value$1.8K
Filed 2026-10-30
Clark Wealth Partners
NEW
Shares107
Change+107
Value$1.4K
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$937 (+$10)
Filed 2026-10-27
Larson Financial Group LLC
NEW
Shares50
Change+50
Value$669
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares31 from 99
Change-68 (-69%)
Value$415 (-$896)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares24 from 48
Change-24 (-50%)
Value$321 (-$314)
Filed 2026-11-05
Nisa Investment Advisors, LLC
NEW
Shares18
Change+18
Value$243
Filed 2026-10-20
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$15 (+$2)
Filed 2026-10-30
Marquette Asset Management, LLC
CLOSED
Shares0 from 60,629
Change-60,629 (-100%)
Value$0 (-$802.1K)
Filed 2026-10-09
Copeland Capital Management, LLC
CLOSED
Shares0 from 6,338
Change-6,338 (-100%)
Value$0 (-$83.9K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$998)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$278)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 8,972,566
Change-8,972,566 (-100%)
Value—
Donald Smith & Co., Inc.
N/A
Shares— from 3,974,821
Change-3,974,821 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,694,251
Change-2,694,251 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,091,303
Change-2,091,303 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,988,164
Change-1,988,164 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,621,000
Change-1,621,000 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,512,558
Change-1,512,558 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,223,894
Change-1,223,894 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,219,405
Change-1,219,405 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,124,357
Change-1,124,357 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,040,484
Change-1,040,484 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 869,775
Change-869,775 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 810,476
Change-810,476 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 740,669
Change-740,669 (-100%)
Value—
Aegis Financial Corp
N/A
Shares— from 678,530
Change-678,530 (-100%)
Value—
H/2 Credit Manager LP
N/A
Shares— from 595,000
Change-595,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 543,041
Change-543,041 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 475,102
Change-475,102 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 460,983
Change-460,983 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 403,387
Change-403,387 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 402,913
Change-402,913 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 387,603
Change-387,603 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 376,256
Change-376,256 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 375,690
Change-375,690 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 365,202
Change-365,202 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 340,613
Change-340,613 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 307,367
Change-307,367 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 257,914
Change-257,914 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 235,921
Change-235,921 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 227,325
Change-227,325 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 203,760
Change-203,760 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 190,597
Change-190,597 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 171,808
Change-171,808 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 171,808
Change-171,808 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 158,881
Change-158,881 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 156,966
Change-156,966 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 130,145
Change-130,145 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 121,542
Change-121,542 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 116,674
Change-116,674 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 112,098
Change-112,098 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 110,481
Change-110,481 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 106,236
Change-106,236 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 103,892
Change-103,892 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 98,695
Change-98,695 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 93,665
Change-93,665 (-100%)
Value—
UBS Group AG
N/A
Shares— from 89,590
Change-89,590 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 75,100
Change-75,100 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 71,750
Change-71,750 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 71,084
Change-71,084 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 68,622
Change-68,622 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 67,772
Change-67,772 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,803
Change-65,803 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 64,465
Change-64,465 (-100%)
Value—
FMR LLC
N/A
Shares— from 63,743
Change-63,743 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 57,271
Change-57,271 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 54,987
Change-54,987 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 53,200
Change-53,200 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 50,491
Change-50,491 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 48,630
Change-48,630 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 44,576
Change-44,576 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 40,061
Change-40,061 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37,921
Change-37,921 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 37,256
Change-37,256 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,262
Change-34,262 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,326
Change-33,326 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,975
Change-31,975 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 28,089
Change-28,089 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 26,897
Change-26,897 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 26,690
Change-26,690 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 26,635
Change-26,635 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,391
Change-25,391 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 21,975
Change-21,975 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 21,509
Change-21,509 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 20,822
Change-20,822 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 20,731
Change-20,731 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,454
Change-20,454 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,309
Change-20,309 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 19,518
Change-19,518 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 19,095
Change-19,095 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 18,033
Change-18,033 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 17,914
Change-17,914 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 16,585
Change-16,585 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,246
Change-15,246 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,742
Change-14,742 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 14,261
Change-14,261 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,922
Change-13,922 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,372
Change-13,372 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 623
Change-623 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 190
Change-190 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 9
Change-9 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,598,0011,329,644+268,357+20%$17.6M$21.4M+$3.8M2026-11-06
Dimensional Fund Advisors LP
INCREASED466,344425,473+40,871+10%$5.6M$6.2M+$610.8K2026-11-04
Peapod Lane Capital LLC
DECREASED424,198457,149-32,951-7%$6.0M$5.7M-$372.3K2026-10-22
Bank of New York Mellon Corp
DECREASED221,163223,181-2,018-1%$3.0M$3.0M+$6.5K2026-11-05
Fisher Asset Management, LLC
INCREASED209,872209,423+449+0%$2.8M$2.8M+$37.4K2026-11-06
LSV Asset Management
UNCHANGED175,800175,80000%$2.3M$2.4M+$26.0K2026-11-06
Russell Investments Group, Ltd.
INCREASED152,17158,331+93,840+161%$771.7K$2.0M+$1.3M2026-11-06
Barclays PLC
INCREASED102,45991,977+10,482+11%$1.2M$1.4M+$154.0K2026-11-06
Creative Planning
DECREASED77,82277,829-70%$1.0M$1.0M+$11.6K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED69,04266,307+2,735+4%$860.0K$936.2K+$76.2K2026-11-04
Asset Management One Co., Ltd.
DECREASED62,37762,507-1300%$827.0K$834.6K+$7.6K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED49,62550,128-503-1%$663.2K$664.0K+$7902026-10-29
Y-Intercept (Hong Kong) Ltd
NEW49,341—+49,341——$660.2K—2026-10-16
Inspire Investing, LLC
DECREASED47,978166,968-118,990-71%$2.2M$641.9K-$1.6M2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED41,00441,500-496-1%$549.0K$548.6K-$4112026-11-05
Deutsche Bank Ag\
DECREASED36,82742,165-5,338-13%$557.8K$492.7K-$65.1K2026-11-06
Pensionfund PDN
UNCHANGED36,00036,00000%$476.0K$482-$475.5K2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED35,07735,949-872-2%$462.3K$478.8K+$16.5K2026-10-13
State of Wyoming
INCREASED33,53931,137+2,402+8%$411.9K$448.8K+$36.8K2026-10-28
Diversified Trust Co
INCREASED27,98922,970+5,019+22%$303.9K$374.5K+$70.6K2026-11-06
State of Alaska, Department of Revenue
INCREASED24,02322,754+1,269+6%$253.0K$295.0K+$42.0K2026-10-15
Magnus Financial Group LLC
INCREASED20,29519,840+455+2%$262.5K$271.5K+$9.1K2026-10-21
Daiwa Securities Group Inc.
INCREASED18,22517,720+505+3%$234.4K$243.9K+$9.4K2026-10-29
Evergreen Capital Management LLC
UNCHANGED17,32317,32300%$229.2K$231.8K+$2.6K2026-10-23
Pensionfund Sabic
UNCHANGED15,00015,00000%$198.0K$201-$197.8K2026-10-05
Savant Capital, LLC
NEW13,758—+13,758——$184.1K—2026-11-06
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED12,82712,82700%$169.7K$171.6K+$1.9K2026-10-20
Sterling Capital Management LLC
INCREASED12,406911+11,495+1262%$12.1K$166.0K+$153.9K2026-10-22
Strs Ohio
INCREASED12,1008,600+3,500+41%$113.8K$161.9K+$48.1K2026-10-30
Citigroup Inc
DECREASED7,84624,313-16,467-68%$321.7K$105.0K-$216.7K2026-11-04
Signaturefd, LLC
UNCHANGED5,3345,33400%$70.6K$71.4K+$8002026-10-23
PNC Financial Services Group, Inc.
DECREASED4,9657,005-2,040-29%$92.7K$66.4K-$26.2K2026-11-06
New York State Teachers Retirement System
UNCHANGED4,2134,21300%$56.0K$56.0K$02026-10-22
US Bancorp \de\
UNCHANGED3,6603,66000%$48.4K$49.0K+$5492026-11-05
Gamma Investing LLC
INCREASED2,335946+1,389+147%$12.5K$31.2K+$18.7K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED2,3122,290+22+1%$30.3K$30.9K+$6372026-11-04
Hilltop National Bank
UNCHANGED2,0002,00000%$26.5K$26.8K+$3002026-10-14
Farther Finance Advisors, LLC
INCREASED1,856918+938+102%$12.2K$24.8K+$12.7K2026-10-08
Allworth Financial LP
UNCHANGED1,6191,61900%$21.4K$21.4K$02026-11-06
Harbor Capital Advisors, Inc.
NEW1,528—+1,528——$20—2026-10-22
IFP Advisors, Inc
DECREASED1,4191,610-191-12%$21.3K$19.0K-$2.3K2026-10-16
Versant Capital Management, Inc
UNCHANGED1,3111,31100%$17.3K$17.5K+$1962026-10-02
Essential Partners LLC
DECREASED1,0361,176-140-12%$15.6K$13.9K-$1.7K2026-10-14
Fortitude Family Office, LLC
INCREASED987112+875+781%$1.5K$13.2K+$11.7K2026-10-14
Ares Financial Consulting, LLC
UNCHANGED83383300%$11.0K$11.1K+$1252026-10-19
Blue Trust, Inc.
INCREASED817794+23+3%$10.5K$10.9K+$4262026-10-15
Covestor Ltd
DECREASED815867-52-6%$11$11.0K+$11.0K2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED69269200%$9.2K$9.3K+$1042026-10-27
SJS Investment Consulting Inc.
INCREASED57287+485+557%$1.2K$7.7K+$6.5K2026-10-26
Parallel Advisors, LLC
INCREASED36112+349+2908%$159$4.8K+$4.7K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED244554-310-56%$7.3K$3.3K-$4.1K2026-10-05
Root Financial Partners, LLC
NEW171—+171——$2.3K—2026-10-21
True Wealth Design, LLC
UNCHANGED14114100%$1.9K$1.9K+$212026-10-13
Provenance Wealth Advisors, LLC
NEW138—+138——$1.8K—2026-10-30
Clark Wealth Partners
NEW107—+107——$1.4K—2026-10-19
Parkside Financial Bank & Trust
UNCHANGED707000%$927$937+$102026-10-27
Larson Financial Group LLC
NEW50—+50——$669—2026-11-05
Clearstead Advisors, LLC
DECREASED3199-68-69%$1.3K$415-$8962026-11-06
Fifth Third Bancorp
DECREASED2448-24-50%$635$321-$3142026-11-05
Nisa Investment Advisors, LLC
NEW18—+18——$243—2026-10-20
Hughes Financial Services, LLC
UNCHANGED1100%$13$15+$22026-10-30
Marquette Asset Management, LLC
CLOSED060,629-60,629-100%$802.1K$0-$802.1K2026-10-09
Copeland Capital Management, LLC
CLOSED06,338-6,338-100%$83.9K$0-$83.9K2026-10-13
Cornerstone Planning Group LLC
CLOSED074-74-100%$998$0-$9982026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED021-21-100%$278$0-$2782026-10-07
BlackRock, Inc.
N/A—8,972,566-8,972,566-100%$118.7M———
Donald Smith & Co., Inc.
N/A—3,974,821-3,974,821-100%$52.6M———
Vanguard Portfolio Management LLC
N/A—2,694,251-2,694,251-100%$35.6M———
Goldman Sachs Group Inc
N/A—2,091,303-2,091,303-100%$27.7M———
Vanguard Capital Management LLC
N/A—1,988,164-1,988,164-100%$26.3M———
Blackstone Inc.
N/A—1,621,000-1,621,000-100%$21.4M———
Fuller & Thaler Asset Management, Inc.
N/A—1,512,558-1,512,558-100%$20.0M———
Arrowstreet Capital, Limited Partnership
N/A—1,223,894-1,223,894-100%$16.2M———
Ameriprise Financial Inc
N/A—1,219,405-1,219,405-100%$16.1M———
AQR Capital Management LLC
N/A—1,124,357-1,124,357-100%$14.9M———
State Street Corp
N/A—1,040,484-1,040,484-100%$13.9M———
Renaissance Technologies LLC
N/A—869,775-869,775-100%$11.5M———
Kennedy Capital Management LLC
N/A—810,476-810,476-100%$10.7M———
Acadian Asset Management LLC
N/A—740,669-740,669-100%$9.8M———
Aegis Financial Corp
N/A—678,530-678,530-100%$9.0M———
H/2 Credit Manager LP
N/A—595,000-595,000-100%$7.9M———
JPMorgan Chase & Co
N/A—543,041-543,041-100%$7.2M———
Two Sigma Investments, LP
N/A—475,102-475,102-100%$6.3M———
Morgan Stanley
N/A—460,983-460,983-100%$6.1M———
Northern Trust Corp
N/A—403,387-403,387-100%$5.3M———
Panagora Asset Management Inc
N/A—402,913-402,913-100%$5.3M———
Charles Schwab Investment Management Inc
N/A—387,603-387,603-100%$5.1M———
Bank of America Corp
N/A—376,256-376,256-100%$5.0M———
D. E. Shaw & Co., Inc.
N/A—375,690-375,690-100%$5.0M———
Hillsdale Investment Management Inc.
N/A—365,202-365,202-100%$4.8M———
HSBC Holdings PLC
N/A—340,613-340,613-100%$4.5M———
Vanguard Fiduciary Trust Co
N/A—307,367-307,367-100%$4.1M———
Martingale Asset Management L P
N/A—257,914-257,914-100%$3.4M———
Raymond James Financial Inc
N/A—235,921-235,921-100%$3.1M———
Adage Capital Partners GP, L.L.C.
N/A—230,000-230,000-100%$3.0M———
Jacobs Levy Equity Management, Inc
N/A—227,325-227,325-100%$3.0M———
Millennium Management LLC
N/A—203,760-203,760-100%$2.7M———
Quantinno Capital Management LP
N/A—190,597-190,597-100%$2.5M———
Nomura Asset Management International Inc.
N/A—171,808-171,808-100%$2.3M———
Macquarie Group LTD
N/A—171,808-171,808-100%$2.3M———
Lazard Asset Management LLC
N/A—158,881-158,881-100%$2.1M———
Price T Rowe Associates Inc
N/A—156,966-156,966-100%$2.1M———
Verdad Advisers, LP
N/A—140,000-140,000-100%$1.9M———
Prudential Financial Inc
N/A—130,145-130,145-100%$1.7M———
Algert Global LLC
N/A—121,542-121,542-100%$1.6M———
BNP Paribas Financial Markets
N/A—116,674-116,674-100%$1.5M———
IEQ Capital, LLC
N/A—112,098-112,098-100%$1.5M———
Voya Investment Management LLC
N/A—110,481-110,481-100%$1.5M———
Nuveen, LLC
N/A—106,236-106,236-100%$1.4M———
LOS Angeles Capital Management LLC
N/A—103,892-103,892-100%$1.4M———
Cambria Investment Management, L.P.
N/A—98,695-98,695-100%$1.3M———
SEI Investments Co
N/A—93,665-93,665-100%$1.2M———
UBS Group AG
N/A—89,590-89,590-100%$1.2M———
Nomura Asset Management Co LTD
N/A—75,100-75,100-100%$993.6K———
Public Employees Retirement System of Ohio
N/A—71,750-71,750-100%$949.3K———
Cerity Partners LLC
N/A—71,084-71,084-100%$940.4K———
Campbell & Co Investment Adviser LLC
N/A—68,622-68,622-100%$907.9K———
Invesco Ltd.
N/A—68,550-68,550-100%$906.9K———
Rhumbline Advisers
N/A—67,772-67,772-100%$896.6K———
Mariner, LLC
N/A—65,803-65,803-100%$870.6K———
Franklin Resources Inc
N/A—64,465-64,465-100%$852.9K———
FMR LLC
N/A—63,743-63,743-100%$843.3K———
Tudor Investment Corp ET AL
N/A—57,271-57,271-100%$757.7K———
GSA Capital Partners LLP
N/A—54,987-54,987-100%$727.0K———
Canada Pension Plan Investment Board
N/A—53,200-53,200-100%$703.8K———
Mercer Global Advisors Inc
N/A—50,491-50,491-100%$668.0K———
Alliancebernstein L.P.
N/A—48,630-48,630-100%$382.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—44,576-44,576-100%$589.7K———
Globeflex Capital L P
N/A—40,061-40,061-100%$530.0K———
Wells Fargo & Company
N/A—37,921-37,921-100%$501.7K———
ExodusPoint Capital Management, LP
N/A—37,256-37,256-100%$492.9K———
Citadel Advisors LLC
N/A—34,262-34,262-100%$453.3K———
Jane Street Group, LLC
N/A—33,326-33,326-100%$440.9K———
Pathstone Holdings, LLC
N/A—31,975-31,975-100%$423.0K———
Engineers Gate Manager LP
N/A—28,089-28,089-100%$371.6K———
MetLife Investment Management, LLC
N/A—26,897-26,897-100%$355.8K———
Belpointe Asset Management LLC
N/A—26,690-26,690-100%$353.1K———
Vident Advisory, LLC
N/A—26,635-26,635-100%$352.4K———
NewEdge Advisors, LLC
N/A—25,391-25,391-100%$335.9K———
State Board of Administration of Florida Retirement System
N/A—21,975-21,975-100%$290.7K———
State of Wisconsin Investment Board
N/A—21,509-21,509-100%$284.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—20,822-20,822-100%$275.5K———
Resona Asset Management Co.,Ltd.
N/A—20,731-20,731-100%$276.2K———
Sequoia Financial Advisors, LLC
N/A—20,601-20,601-100%$272.6K———
Susquehanna International Group, LLP
N/A—20,454-20,454-100%$270.6K———
Osaic Holdings, Inc.
N/A—20,309-20,309-100%$268.9K———
Vanguard Global Advisers, LLC
N/A—19,518-19,518-100%$258.2K———
LeClair Wealth Partners LLC
N/A—19,095-19,095-100%$252.6K———
Caxton Associates LLP
N/A—18,033-18,033-100%$238.6K———
Victory Capital Management Inc
N/A—17,914-17,914-100%$237.0K———
AdvisorShares Investments LLC
N/A—16,585-16,585-100%$219.4K———
Winton Group Ltd
N/A—16,100-16,100-100%$213.0K———
New York State Common Retirement Fund
N/A—15,246-15,246-100%$201.7K———
UBS Asset Management Americas LLC
N/A—14,742-14,742-100%$195.0K———
Police & Firemen's Retirement System of New Jersey
N/A—14,261-14,261-100%$188.7K———
Vanguard Personalized Indexing Management, LLC
N/A—13,922-13,922-100%$184.2K———
Focus Partners Wealth
N/A—13,372-13,372-100%$176.9K———
Captrust Financial Advisors
N/A—12,586-12,586-100%$166.5K———
Intech Investment Management LLC
N/A—12,492-12,492-100%$165.3K———
Manufacturers Life Insurance Company, the
N/A—11,645-11,645-100%$154.1K———
XTX Topco Ltd
N/A—11,289-11,289-100%$149.4K———
Arax Advisory Partners
N/A—10,688-10,688-100%$141.4K———
Jain Global LLC
N/A—10,400-10,400-100%$137.6K———
Meeder Asset Management Inc
N/A—6,031-6,031-100%$79.8K———
Quantbot Technologies LP
N/A—5,190-5,190-100%$68.7K———
Legal & General Group Plc
N/A—4,545-4,545-100%$60.1K———
Ameritas Investment Partners, Inc.
N/A—3,856-3,856-100%$51.0K———
Tower Research Capital LLC (TRC)
N/A—3,162-3,162-100%$41.8K———
Federated Hermes, Inc.
N/A—2,959-2,959-100%$39.1K———
Quantum Portfolio Management LLC
N/A—1,567-1,567-100%$20.7K———
Royal Bank of Canada
N/A—1,538-1,538-100%$20.0K———
WealthCollab, LLC
N/A—1,506-1,506-100%$19.9K———
Rothschild Investment LLC
N/A—678-678-100%$9.0K———
California State Teachers Retirement System
N/A—623-623-100%$8.2K———
Harbour Investments, Inc.
N/A—405-405-100%$5.4K———
Geneos Wealth Management Inc.
N/A—400-400-100%$5.3K———
Global Retirement Partners, LLC
N/A—225-225-100%$3.0K———
LRI Investments, LLC
N/A—220-220-100%$2.9K———
Picton Mahoney Asset Management
N/A—190-190-100%$2.5K———
Rockefeller Capital Management L.P.
N/A—139-139-100%$1.8K———
Basecamp Wealth Advisors LLC
N/A—115-115-100%$1.5K———
Optiver Holding B.V.
N/A—114-114-100%$1.5K———
Transamerica Financial Advisors, LLC
N/A—31-31-100%$413———
Quent Capital, LLC
N/A—24-24-100%$318———
Silicon Valley Capital Partners
N/A—9-9-100%$120———
JPL Wealth Management, LLC
N/A—5-5-100%$67———
Huntington National Bank
N/A—1-1-100%$13———
Dunhill Financial, LLC
N/A—1-1-100%$19———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1-1-100%$13———
Showing 189 of 189 institutions