Niagen Bioscience Inc (NAGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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SteelPeak Wealth, LLC

INCREASED

Shares3,577,435 from 3,500,129

Change+77,306 (+2%)

Value$10.4M (-$719.3K)

Filed 2026-10-16

Geode Capital Management, LLC

DECREASED

Shares1,440,689 from 1,478,603

Change-37,914 (-3%)

Value$4.2M (-$510.0K)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares270,475 from 605,326

Change-334,851 (-55%)

Value$789.9K (-$1.1M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares163,583 from 202,893

Change-39,310 (-19%)

Value$477.7K (-$169.6K)

Filed 2026-11-05

Silverberg Bernstein Capital Management LLC

DECREASED

Shares137,952 from 140,602

Change-2,650 (-2%)

Value$402.8K (-$45.7K)

Filed 2026-10-13

Russell Investments Group, Ltd.

INCREASED

Shares83,133 from 30,023

Change+53,110 (+177%)

Value$242.7K (+$147.0K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares72,023 from 43,497

Change+28,526 (+66%)

Value$210.3K (+$71.6K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares63,108 from 14,779

Change+48,329 (+327%)

Value$184.3K (+$137.1K)

Filed 2026-10-28

Deutsche Bank Ag\

DECREASED

Shares42,854 from 48,770

Change-5,916 (-12%)

Value$125.1K (-$30.4K)

Filed 2026-11-06

Abel Hall, LLC

NEW

Shares34,038

Change+34,038

Value$99.4K

Filed 2026-10-19

Chicago Partners Investment Group LLC

DECREASED

Shares27,820 from 74,541

Change-46,721 (-63%)

Value$67.6K (-$170.2K)

Filed 2026-10-27

Barclays PLC

INCREASED

Shares26,010 from 12,316

Change+13,694 (+111%)

Value$75.9K (+$36.7K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares25,117 from 35,817

Change-10,700 (-30%)

Value$73.3K (-$40.9K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares24,500 from 13,500

Change+11,000 (+81%)

Value$71.5K (+$28.5K)

Filed 2026-11-02

State of Alaska, Department of Revenue

DECREASED

Shares23,977 from 28,775

Change-4,798 (-17%)

Value$70.0K (-$6.0K)

Filed 2026-10-15

Insight 2811, Inc.

UNCHANGED

Shares22,834 from 22,834

Change0 (0%)

Value$66.7K (-$6.2K)

Filed 2026-11-06

Midwest Professional Planners, Ltd.

UNCHANGED

Shares20,950 from 20,950

Change0 (0%)

Value$61.2K (-$5.7K)

Filed 2026-10-29

Miller Global Investments, LLC

UNCHANGED

Shares18,800 from 18,800

Change0 (0%)

Value$54.9K (-$5.1K)

Filed 2026-10-02

Amundi

INCREASED

Shares16,922 from 12,748

Change+4,174 (+33%)

Value$49.4K (+$8.7K)

Filed 2026-11-06

Diversified Trust Co

DECREASED

Shares13,625 from 27,389

Change-13,764 (-50%)

Value$39.8K (-$47.6K)

Filed 2026-11-06

Kassira Wealth Management LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$29.2K (-$2.7K)

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares8,756 from 1,161

Change+7,595 (+654%)

Value$25.6K (+$21.9K)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

INCREASED

Shares6,558 from 5,049

Change+1,509 (+30%)

Value$19.1K (+$3.0K)

Filed 2026-10-29

North Star Investment Management Corp.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$14.6K (-$1.4K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares2,017 from 358

Change+1,659 (+463%)

Value$5.9K (+$4.7K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares1,898 from 203

Change+1,695 (+835%)

Value$5.5K (+$4.9K)

Filed 2026-10-22

American National Bank & Trust

UNCHANGED

Shares1,784 from 1,784

Change0 (0%)

Value$5.2K (-$481)

Filed 2026-10-07

Bell Investment Advisors, Inc

NEW

Shares1,048

Change+1,048

Value$3.1K

Filed 2026-10-29

Larson Financial Group LLC

DECREASED

Shares500 from 517

Change-17 (-3%)

Value$1.5K (-$189)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Marquette Asset Management, LLC

NEW

Shares446

Change+446

Value$1.3K

Filed 2026-10-09

SBI Securities Co., Ltd.

INCREASED

Shares389 from 279

Change+110 (+39%)

Value$1.1K (+$246)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares365 from 365

Change0 (0%)

Value$1.2K ($0)

Filed 2026-11-06

Simplex Trading, LLC

DECREASED

Shares353 from 5,247

Change-4,894 (-93%)

Value$1.0K (-$15.7K)

Filed 2026-11-04

Parallel Advisors, LLC

INCREASED

Shares334 from 50

Change+284 (+568%)

Value$975 (+$815)

Filed 2026-11-03

Covestor Ltd

INCREASED

Shares212 from 45

Change+167 (+371%)

Value$1 (+$1)

Filed 2026-10-30

Essential Partners LLC

DECREASED

Shares156 from 227

Change-71 (-31%)

Value$456 (-$268)

Filed 2026-10-14

James T. Borello RIA

NEW

Shares33

Change+33

Value$96

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$61 (-$6)

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

DECREASED

Shares10 from 555

Change-545 (-98%)

Value$29 (-$1.7K)

Filed 2026-11-04

Principal Financial Group Inc

CLOSED

Shares0 from 83,248

Change-83,248 (-100%)

Value$0 (-$265.6K)

Filed 2026-11-02

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 22,834

Change-22,834 (-100%)

Value$0 (-$72.8K)

Filed 2026-10-21

Creative Planning

CLOSED

Shares0 from 18,254

Change-18,254 (-100%)

Value$0 (-$58.2K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 13,338

Change-13,338 (-100%)

Value$0 (-$45.2K)

Filed 2026-10-13

Owl Creek Wealth Partners LLC

CLOSED

Shares0 from 1,140

Change-1,140 (-100%)

Value$0 (-$3.6K)

Filed 2026-10-20

Signaturefd, LLC

CLOSED

Shares0 from 592

Change-592 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 379

Change-379 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-20

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 91

Change-91 (-100%)

Value$0 (-$290)

Filed 2026-10-07

True Wealth Design, LLC

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$272)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$125)

Filed 2026-10-26

Farther Finance Advisors, LLC

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$64)

Filed 2026-10-08

Clearstead Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$14)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 4,184,659

Change-4,184,659 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,147,018

Change-2,147,018 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 2,008,470

Change-2,008,470 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,625,016

Change-1,625,016 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,283,296

Change-1,283,296 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,262,743

Change-1,262,743 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 1,171,215

Change-1,171,215 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,166,233

Change-1,166,233 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,082,752

Change-1,082,752 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 659,584

Change-659,584 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 630,109

Change-630,109 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 504,772

Change-504,772 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 473,372

Change-473,372 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 472,056

Change-472,056 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 471,934

Change-471,934 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 466,720

Change-466,720 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 458,614

Change-458,614 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 431,614

Change-431,614 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 400,253

Change-400,253 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 347,207

Change-347,207 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 333,204

Change-333,204 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 324,690

Change-324,690 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 291,727

Change-291,727 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 275,423

Change-275,423 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 247,500

Change-247,500 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 247,063

Change-247,063 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 243,186

Change-243,186 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 134,606

Change-134,606 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 123,506

Change-123,506 (-100%)

Value—

Aviva PLC

N/A

Shares— from 123,323

Change-123,323 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 123,054

Change-123,054 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 106,660

Change-106,660 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 99,938

Change-99,938 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 97,521

Change-97,521 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 86,059

Change-86,059 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 72,700

Change-72,700 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 66,901

Change-66,901 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 64,256

Change-64,256 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 62,536

Change-62,536 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 61,317

Change-61,317 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 58,596

Change-58,596 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 54,661

Change-54,661 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 54,150

Change-54,150 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 52,792

Change-52,792 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 42,191

Change-42,191 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 31,862

Change-31,862 (-100%)

Value—

FMR LLC

N/A

Shares— from 31,799

Change-31,799 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 31,733

Change-31,733 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 29,506

Change-29,506 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 28,265

Change-28,265 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 28,015

Change-28,015 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 26,648

Change-26,648 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,922

Change-25,922 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 25,795

Change-25,795 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 24,457

Change-24,457 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,773

Change-23,773 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 22,465

Change-22,465 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,924

Change-19,924 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,059

Change-18,059 (-100%)

Value—

Sargent Investment Group, LLC

N/A

Shares— from 15,145

Change-15,145 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 15,008

Change-15,008 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,991

Change-14,991 (-100%)

Value—

Stoneridge Investment Partners LLC

N/A

Shares— from 14,477

Change-14,477 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 14,463

Change-14,463 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,416

Change-14,416 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 13,806

Change-13,806 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,996

Change-12,996 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 12,591

Change-12,591 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 12,202

Change-12,202 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 12,169

Change-12,169 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 9,179

Change-9,179 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 7,469

Change-7,469 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 6,271

Change-6,271 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,797

Change-4,797 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,171

Change-4,171 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 3,563

Change-3,563 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 800

Change-800 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 773

Change-773 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 742

Change-742 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 725

Change-725 (-100%)

Value—

Quarry LP

N/A

Shares— from 683

Change-683 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 500

Change-500 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 264

Change-264 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
SteelPeak Wealth, LLC	INCREASED	3,577,435	3,500,129	+77,306	+2%	$11.2M	$10.4M	-$719.3K	2026-10-16
Geode Capital Management, LLC	DECREASED	1,440,689	1,478,603	-37,914	-3%	$4.7M	$4.2M	-$510.0K	2026-11-06
Dimensional Fund Advisors LP	DECREASED	270,475	605,326	-334,851	-55%	$1.9M	$789.9K	-$1.1M	2026-11-04
Bank of New York Mellon Corp	DECREASED	163,583	202,893	-39,310	-19%	$647.2K	$477.7K	-$169.6K	2026-11-05
Silverberg Bernstein Capital Management LLC	DECREASED	137,952	140,602	-2,650	-2%	$448.5K	$402.8K	-$45.7K	2026-10-13
Russell Investments Group, Ltd.	INCREASED	83,133	30,023	+53,110	+177%	$95.8K	$242.7K	+$147.0K	2026-11-06
Citigroup Inc	INCREASED	72,023	43,497	+28,526	+66%	$138.8K	$210.3K	+$71.6K	2026-11-04
State of Wyoming	INCREASED	63,108	14,779	+48,329	+327%	$47.1K	$184.3K	+$137.1K	2026-10-28
Deutsche Bank Ag\	DECREASED	42,854	48,770	-5,916	-12%	$155.6K	$125.1K	-$30.4K	2026-11-06
Abel Hall, LLC	NEW	34,038	—	+34,038	—	—	$99.4K	—	2026-10-19
Chicago Partners Investment Group LLC	DECREASED	27,820	74,541	-46,721	-63%	$237.8K	$67.6K	-$170.2K	2026-10-27
Barclays PLC	INCREASED	26,010	12,316	+13,694	+111%	$39.3K	$75.9K	+$36.7K	2026-11-06
LPL Financial LLC	DECREASED	25,117	35,817	-10,700	-30%	$114.3K	$73.3K	-$40.9K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	24,500	13,500	+11,000	+81%	$43.1K	$71.5K	+$28.5K	2026-11-02
State of Alaska, Department of Revenue	DECREASED	23,977	28,775	-4,798	-17%	$76.0K	$70.0K	-$6.0K	2026-10-15
Insight 2811, Inc.	UNCHANGED	22,834	22,834	0	0%	$72.8K	$66.7K	-$6.2K	2026-11-06
Midwest Professional Planners, Ltd.	UNCHANGED	20,950	20,950	0	0%	$66.8K	$61.2K	-$5.7K	2026-10-29
Miller Global Investments, LLC	UNCHANGED	18,800	18,800	0	0%	$60.0K	$54.9K	-$5.1K	2026-10-02
Amundi	INCREASED	16,922	12,748	+4,174	+33%	$40.7K	$49.4K	+$8.7K	2026-11-06
Diversified Trust Co	DECREASED	13,625	27,389	-13,764	-50%	$87.4K	$39.8K	-$47.6K	2026-11-06
Kassira Wealth Management LLC	UNCHANGED	10,000	10,000	0	0%	$31.9K	$29.2K	-$2.7K	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	8,756	1,161	+7,595	+654%	$3.7K	$25.6K	+$21.9K	2026-11-06
Caitong International Asset Management Co., Ltd	INCREASED	6,558	5,049	+1,509	+30%	$16.1K	$19.1K	+$3.0K	2026-10-29
North Star Investment Management Corp.	UNCHANGED	5,000	5,000	0	0%	$16.0K	$14.6K	-$1.4K	2026-10-27
Gamma Investing LLC	INCREASED	2,017	358	+1,659	+463%	$1.1K	$5.9K	+$4.7K	2026-10-08
Sterling Capital Management LLC	INCREASED	1,898	203	+1,695	+835%	$648	$5.5K	+$4.9K	2026-10-22
American National Bank & Trust	UNCHANGED	1,784	1,784	0	0%	$5.7K	$5.2K	-$481	2026-10-07
Bell Investment Advisors, Inc	NEW	1,048	—	+1,048	—	—	$3.1K	—	2026-10-29
Larson Financial Group LLC	DECREASED	500	517	-17	-3%	$1.6K	$1.5K	-$189	2026-11-05
Avion Wealth	UNCHANGED	500	500	0	0%	$1	$1	$0	2026-11-04
Marquette Asset Management, LLC	NEW	446	—	+446	—	—	$1.3K	—	2026-10-09
SBI Securities Co., Ltd.	INCREASED	389	279	+110	+39%	$890	$1.1K	+$246	2026-10-22
Allworth Financial LP	UNCHANGED	365	365	0	0%	$1.2K	$1.2K	$0	2026-11-06
Simplex Trading, LLC	DECREASED	353	5,247	-4,894	-93%	$16.7K	$1.0K	-$15.7K	2026-11-04
Parallel Advisors, LLC	INCREASED	334	50	+284	+568%	$160	$975	+$815	2026-11-03
Covestor Ltd	INCREASED	212	45	+167	+371%	$0	$1	+$1	2026-10-30
Essential Partners LLC	DECREASED	156	227	-71	-31%	$724	$456	-$268	2026-10-14
James T. Borello RIA	NEW	33	—	+33	—	—	$96	—	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	21	21	0	0%	$67	$61	-$6	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	19	19	0	0%	$0	$0	$0	2026-10-27
EverSource Wealth Advisors, LLC	DECREASED	10	555	-545	-98%	$1.8K	$29	-$1.7K	2026-11-04
Principal Financial Group Inc	CLOSED	0	83,248	-83,248	-100%	$265.6K	$0	-$265.6K	2026-11-02
Axxcess Wealth Management, LLC	CLOSED	0	22,834	-22,834	-100%	$72.8K	$0	-$72.8K	2026-10-21
Creative Planning	CLOSED	0	18,254	-18,254	-100%	$58.2K	$0	-$58.2K	2026-11-02
Wealth Enhancement Advisory Services, LLC	CLOSED	0	13,338	-13,338	-100%	$45.2K	$0	-$45.2K	2026-10-13
Owl Creek Wealth Partners LLC	CLOSED	0	1,140	-1,140	-100%	$3.6K	$0	-$3.6K	2026-10-20
Signaturefd, LLC	CLOSED	0	592	-592	-100%	$1.9K	$0	-$1.9K	2026-10-23
Nisa Investment Advisors, LLC	CLOSED	0	379	-379	-100%	$1.2K	$0	-$1.2K	2026-10-20
Wealth Enhancement Trust Services, Inc.	CLOSED	0	91	-91	-100%	$290	$0	-$290	2026-10-07
True Wealth Design, LLC	CLOSED	0	85	-85	-100%	$272	$0	-$272	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	39	-39	-100%	$125	$0	-$125	2026-10-26
Farther Finance Advisors, LLC	CLOSED	0	20	-20	-100%	$64	$0	-$64	2026-10-08
Clearstead Advisors, LLC	CLOSED	0	4	-4	-100%	$14	$0	-$14	2026-11-06
BlackRock, Inc.	N/A	—	4,184,659	-4,184,659	-100%	$13.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,147,018	-2,147,018	-100%	$6.8M	—	—	—
Tieton Capital Management, LLC	N/A	—	2,008,470	-2,008,470	-100%	$6.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,625,016	-1,625,016	-100%	$5.2M	—	—	—
UBS Group AG	N/A	—	1,283,296	-1,283,296	-100%	$4.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,262,743	-1,262,743	-100%	$4.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	1,171,215	-1,171,215	-100%	$3.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,166,233	-1,166,233	-100%	$3.7M	—	—	—
State Street Corp	N/A	—	1,082,752	-1,082,752	-100%	$3.5M	—	—	—
Renaissance Technologies LLC	N/A	—	659,584	-659,584	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	630,109	-630,109	-100%	$2.0M	—	—	—
Morgan Stanley	N/A	—	504,772	-504,772	-100%	$1.6M	—	—	—
Victory Capital Management Inc	N/A	—	473,372	-473,372	-100%	$1.5M	—	—	—
AQR Capital Management LLC	N/A	—	472,056	-472,056	-100%	$1.5M	—	—	—
SEI Investments Co	N/A	—	471,934	-471,934	-100%	$1.5M	—	—	—
Northern Trust Corp	N/A	—	466,720	-466,720	-100%	$1.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	458,614	-458,614	-100%	$1.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	431,614	-431,614	-100%	$1.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	400,253	-400,253	-100%	$1.3M	—	—	—
Panagora Asset Management Inc	N/A	—	347,207	-347,207	-100%	$1.1M	—	—	—
JPMorgan Chase & Co	N/A	—	333,204	-333,204	-100%	$1.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	324,690	-324,690	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	291,727	-291,727	-100%	$930.6K	—	—	—
Millennium Management LLC	N/A	—	275,423	-275,423	-100%	$878.6K	—	—	—
Gabelli Funds LLC	N/A	—	247,500	-247,500	-100%	$789.5K	—	—	—
Royal Bank of Canada	N/A	—	247,063	-247,063	-100%	$788.0K	—	—	—
Trexquant Investment LP	N/A	—	243,186	-243,186	-100%	$775.8K	—	—	—
Nuveen, LLC	N/A	—	134,606	-134,606	-100%	$429.4K	—	—	—
Credit Agricole S A	N/A	—	130,000	-130,000	-100%	$414.7K	—	—	—
Tidal Investments LLC	N/A	—	123,506	-123,506	-100%	$394.0K	—	—	—
Aviva PLC	N/A	—	123,323	-123,323	-100%	$393.4K	—	—	—
Squarepoint Ops LLC	N/A	—	123,054	-123,054	-100%	$392.5K	—	—	—
Ameriprise Financial Inc	N/A	—	106,660	-106,660	-100%	$340.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	99,938	-99,938	-100%	$318.8K	—	—	—
Price T Rowe Associates Inc	N/A	—	97,521	-97,521	-100%	$312.0K	—	—	—
Tudor Investment Corp ET AL	N/A	—	86,059	-86,059	-100%	$274.5K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	72,700	-72,700	-100%	$231.9K	—	—	—
Voleon Capital Management LP	N/A	—	66,901	-66,901	-100%	$213.4K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	64,256	-64,256	-100%	$205.0K	—	—	—
Rhumbline Advisers	N/A	—	62,536	-62,536	-100%	$199.5K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	61,317	-61,317	-100%	$195.6K	—	—	—
Invesco Ltd.	N/A	—	58,596	-58,596	-100%	$186.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	54,661	-54,661	-100%	$174.4K	—	—	—
Alliancebernstein L.P.	N/A	—	54,150	-54,150	-100%	$238.8K	—	—	—
Wells Fargo & Company	N/A	—	52,792	-52,792	-100%	$168.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	42,191	-42,191	-100%	$134.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	31,862	-31,862	-100%	$101.6K	—	—	—
FMR LLC	N/A	—	31,799	-31,799	-100%	$101.4K	—	—	—
Aquatic Capital Management LLC	N/A	—	31,733	-31,733	-100%	$101.2K	—	—	—
MetLife Investment Management, LLC	N/A	—	29,506	-29,506	-100%	$94.1K	—	—	—
Quantbot Technologies LP	N/A	—	28,265	-28,265	-100%	$90.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	28,015	-28,015	-100%	$89.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	26,648	-26,648	-100%	$85.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	25,922	-25,922	-100%	$82.7K	—	—	—
Quadrature Capital Ltd	N/A	—	25,795	-25,795	-100%	$82.3K	—	—	—
Teton Advisors, LLC	N/A	—	25,000	-25,000	-100%	$79.8K	—	—	—
Vestcor Inc	N/A	—	24,457	-24,457	-100%	$78.0K	—	—	—
Mariner, LLC	N/A	—	23,773	-23,773	-100%	$75.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	22,465	-22,465	-100%	$71.7K	—	—	—
XTX Topco Ltd	N/A	—	19,924	-19,924	-100%	$63.6K	—	—	—
Marshall Wace, LLP	N/A	—	18,059	-18,059	-100%	$57.6K	—	—	—
Sargent Investment Group, LLC	N/A	—	15,145	-15,145	-100%	$48.3K	—	—	—
Snowden Capital Advisors LLC	N/A	—	15,008	-15,008	-100%	$47.9K	—	—	—
Cerity Partners LLC	N/A	—	14,991	-14,991	-100%	$47.8K	—	—	—
Stoneridge Investment Partners LLC	N/A	—	14,477	-14,477	-100%	$49	—	—	—
Intech Investment Management LLC	N/A	—	14,463	-14,463	-100%	$46.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,416	-14,416	-100%	$46.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	13,806	-13,806	-100%	$44.0K	—	—	—
Focus Partners Wealth	N/A	—	12,996	-12,996	-100%	$41.5K	—	—	—
Voya Investment Management LLC	N/A	—	12,591	-12,591	-100%	$40.2K	—	—	—
MAI Capital Management	N/A	—	12,202	-12,202	-100%	$38.9K	—	—	—
Royce & Associates LP	N/A	—	12,169	-12,169	-100%	$38.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	9,179	-9,179	-100%	$29.3K	—	—	—
Federated Hermes, Inc.	N/A	—	7,469	-7,469	-100%	$23.8K	—	—	—
Legal & General Group Plc	N/A	—	6,271	-6,271	-100%	$20.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,797	-4,797	-100%	$15.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,171	-4,171	-100%	$13.3K	—	—	—
Optiver Holding B.V.	N/A	—	3,563	-3,563	-100%	$11.4K	—	—	—
New York State Common Retirement Fund	N/A	—	3,500	-3,500	-100%	$11.2K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1,000	-1,000	-100%	$3.2K	—	—	—
Harbour Investments, Inc.	N/A	—	800	-800	-100%	$2.6K	—	—	—
Arax Advisory Partners	N/A	—	773	-773	-100%	$2.5K	—	—	—
California State Teachers Retirement System	N/A	—	742	-742	-100%	$2.4K	—	—	—
Rothschild Investment LLC	N/A	—	725	-725	-100%	$2.3K	—	—	—
Quarry LP	N/A	—	683	-683	-100%	$2.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	500	-500	-100%	$1.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	264	-264	-100%	$842	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	117	-117	-100%	$373	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$16	—	—	—

Showing 142 of 142 institutions