Civista Bancshares Inc (CIVB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares1,096,031 from 1,025,247

Change+70,784 (+7%)

Value$28.9M (-$19.4K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares694,458 from 548,033

Change+146,425 (+27%)

Value$18.3M (+$2.9M)

Filed 2026-11-06

Endeavour Capital Advisors Inc

DECREASED

Shares506,481 from 516,376

Change-9,895 (-2%)

Value$13.4M (-$1.2M)

Filed 2026-11-06

Royce & Associates LP

DECREASED

Shares386,807 from 391,417

Change-4,610 (-1%)

Value$10.2M (-$841.8K)

Filed 2026-11-09

Beese Fulmer Investment Management, Inc.

DECREASED

Shares151,658 from 156,384

Change-4,726 (-3%)

Value$4.0M (-$412.4K)

Filed 2026-10-23

Summit Financial Strategies, Inc.

UNCHANGED

Shares142,614 from 142,614

Change0 (0%)

Value$3.8M (-$262.4K)

Filed 2026-10-14

Knights of Columbus Asset Advisors LLC

INCREASED

Shares116,941 from 116,393

Change+548 (+0%)

Value$3.1M (-$199.7K)

Filed 2026-11-05

Ritholtz Wealth Management

DECREASED

Shares110,852 from 136,518

Change-25,666 (-19%)

Value$2.9M (-$928.3K)

Filed 2026-11-05

Fort Washington Investment Advisors Inc

UNCHANGED

Shares106,394 from 106,394

Change0 (0%)

Value$2.8M (-$195.8K)

Filed 2026-10-15

LSV Asset Management

DECREASED

Shares96,400 from 122,700

Change-26,300 (-21%)

Value$2.5M (-$920.0K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares84,242 from 82,312

Change+1,930 (+2%)

Value$2.2M (-$100.5K)

Filed 2026-11-05

Fisher Asset Management, LLC

UNCHANGED

Shares43,431 from 43,431

Change0 (0%)

Value$1.1M (-$79.9K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares39,020 from 35,460

Change+3,560 (+10%)

Value$1.0M (+$28.7K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares26,227 from 15,482

Change+10,745 (+69%)

Value$691.9K (+$255.0K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

UNCHANGED

Shares26,114 from 26,114

Change0 (0%)

Value$688.9K (-$48.1K)

Filed 2026-11-06

Park National Corp

UNCHANGED

Shares22,975 from 22,975

Change0 (0%)

Value$606.1K (-$42.3K)

Filed 2026-10-05

CWS Financial Advisors, LLC

UNCHANGED

Shares22,877 from 22,877

Change0 (0%)

Value$603.5K (-$42.1K)

Filed 2026-10-16

Acadian Asset Management LLC

INCREASED

Shares21,002 from 15,310

Change+5,692 (+37%)

Value$553.0K (+$124.0K)

Filed 2026-11-09

LPL Financial LLC

DECREASED

Shares18,334 from 21,834

Change-3,500 (-16%)

Value$483.6K (-$132.5K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares18,167 from 20,251

Change-2,084 (-10%)

Value$479.0K (-$93.0K)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares17,820 from 20,404

Change-2,584 (-13%)

Value$470.1K (-$105.7K)

Filed 2026-11-06

Compound Planning, Inc.

UNCHANGED

Shares16,674 from 16,674

Change0 (0%)

Value$439.9K (-$30.7K)

Filed 2026-11-09

Citigroup Inc

DECREASED

Shares13,826 from 18,111

Change-4,285 (-24%)

Value$364.7K (-$146.4K)

Filed 2026-11-04

Russell Investments Group, Ltd.

UNCHANGED

Shares11,606 from 11,606

Change0 (0%)

Value$306.2K (-$21.4K)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares10,504 from 9,740

Change+764 (+8%)

Value$277.1K (+$2.2K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares8,571 from 8,492

Change+79 (+1%)

Value$226.1K (-$13.6K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

NEW

Shares8,456

Change+8,456

Value$227.8K

Filed 2026-10-13

Keybank National Association

INCREASED

Shares8,359 from 7,150

Change+1,209 (+17%)

Value$220.5K (+$18.7K)

Filed 2026-11-04

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares6,239 from 6,239

Change0 (0%)

Value$164.6K (-$11.5K)

Filed 2026-11-09

Mechanics Financial Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$52.8K (-$3.7K)

Filed 2026-11-05

Caldwell Trust Co

UNCHANGED

Shares1,387 from 1,387

Change0 (0%)

Value$36.6K (-$2.6K)

Filed 2026-10-30

Trust Co

UNCHANGED

Shares1,197 from 1,197

Change0 (0%)

Value$31.6K (-$2.2K)

Filed 2026-10-09

CoreCap Advisors, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$26.4K (-$1.8K)

Filed 2026-10-08

State of Alaska, Department of Revenue

INCREASED

Shares802 from 614

Change+188 (+31%)

Value$21.0K (+$21.0K)

Filed 2026-10-15

Gamma Investing LLC

UNCHANGED

Shares779 from 779

Change0 (0%)

Value$20.6K (-$1.4K)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares421 from 421

Change0 (0%)

Value$11.1K (-$775)

Filed 2026-10-02

Covestor Ltd

DECREASED

Shares371 from 394

Change-23 (-6%)

Value$10 (-$1)

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares354 from 296

Change+58 (+20%)

Value$10.0K (+$1.6K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares206 from 226

Change-20 (-9%)

Value$5.4K (-$944)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares206 from 205

Change+1 (+0%)

Value$5.4K (-$353)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$4.8K (-$333)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares163 from 93

Change+70 (+75%)

Value$4.3K (+$1.7K)

Filed 2026-11-05

Private Wealth Management Group, LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$3.0K (-$210)

Filed 2026-10-19

Picton Mahoney Asset Management

NEW

Shares73

Change+73

Value$1.9K

Filed 2026-11-09

Root Financial Partners, LLC

NEW

Shares43

Change+43

Value$1.1K

Filed 2026-10-21

Larson Financial Group LLC

INCREASED

Shares41 from 16

Change+25 (+156%)

Value$1.1K (+$630)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares39 from 2

Change+37 (+1850%)

Value$1.0K (+$972)

Filed 2026-10-26

True Wealth Design, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$554 (-$39)

Filed 2026-10-13

Signaturefd, LLC

NEW

Shares20

Change+20

Value$528

Filed 2026-10-23

Silver Grove Financial Group, Inc.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$475 (-$33)

Filed 2026-11-05

State of Wyoming

NEW

Shares15

Change+15

Value$396

Filed 2026-10-28

Parkside Financial Bank & Trust

NEW

Shares15

Change+15

Value$395

Filed 2026-10-27

Fortitude Family Office, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$290 (-$20)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$132 (-$9)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$53 (-$3)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$26 (-$2)

Filed 2026-10-22

Squarepoint Ops LLC

CLOSED

Shares0 from 23,714

Change-23,714 (-100%)

Value$0 (-$669.2K)

Filed 2026-11-09

Alps Advisors Inc

CLOSED

Shares0 from 22,537

Change-22,537 (-100%)

Value$0 (-$636.0K)

Filed 2026-11-03

Salzhauer Michael

CLOSED

Shares0 from 19,420

Change-19,420 (-100%)

Value$0 (-$548.0K)

Filed 2026-10-28

Elco Management Co., LLC

CLOSED

Shares0 from 8,279

Change-8,279 (-100%)

Value$0 (-$233.6K)

Filed 2026-10-14

Nations Financial Group Inc,

CLOSED

Shares0 from 7,292

Change-7,292 (-100%)

Value$0 (-$205.8K)

Filed 2026-11-05

MCF Advisors LLC

CLOSED

Shares0 from 1,543

Change-1,543 (-100%)

Value$0 (-$43.5K)

Filed 2026-10-28

BlackRock, Inc.

N/A

Shares— from 1,702,436

Change-1,702,436 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,259,065

Change-1,259,065 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 899,109

Change-899,109 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 885,162

Change-885,162 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 570,879

Change-570,879 (-100%)

Value—

State Street Corp

N/A

Shares— from 555,485

Change-555,485 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 290,834

Change-290,834 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 275,008

Change-275,008 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 268,279

Change-268,279 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 251,090

Change-251,090 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 221,567

Change-221,567 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 206,717

Change-206,717 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 192,051

Change-192,051 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 168,561

Change-168,561 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 152,368

Change-152,368 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 137,585

Change-137,585 (-100%)

Value—

Stieven Capital Advisors, L.P.

N/A

Shares— from 126,953

Change-126,953 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 121,489

Change-121,489 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 117,611

Change-117,611 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 100,432

Change-100,432 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 88,966

Change-88,966 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 78,410

Change-78,410 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 76,410

Change-76,410 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 68,120

Change-68,120 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 60,891

Change-60,891 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 59,304

Change-59,304 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 58,920

Change-58,920 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 56,255

Change-56,255 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 43,772

Change-43,772 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 42,500

Change-42,500 (-100%)

Value—

Blair William & Co

N/A

Shares— from 42,122

Change-42,122 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 36,964

Change-36,964 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 36,539

Change-36,539 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 35,561

Change-35,561 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 30,842

Change-30,842 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 30,048

Change-30,048 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 27,276

Change-27,276 (-100%)

Value—

UBS Group AG

N/A

Shares— from 26,456

Change-26,456 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 26,361

Change-26,361 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 24,588

Change-24,588 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 23,045

Change-23,045 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 22,762

Change-22,762 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 21,971

Change-21,971 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 21,246

Change-21,246 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,508

Change-17,508 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 17,095

Change-17,095 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 16,076

Change-16,076 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 15,273

Change-15,273 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 15,262

Change-15,262 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,323

Change-14,323 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 13,567

Change-13,567 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 13,301

Change-13,301 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 12,530

Change-12,530 (-100%)

Value—

Man Group plc

N/A

Shares— from 12,320

Change-12,320 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,835

Change-11,835 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,587

Change-11,587 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,416

Change-10,416 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,628

Change-9,628 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 9,033

Change-9,033 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,898

Change-8,898 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,831

Change-8,831 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,373

Change-8,373 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,930

Change-7,930 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,797

Change-7,797 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 7,759

Change-7,759 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,648

Change-7,648 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 7,490

Change-7,490 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 7,328

Change-7,328 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 7,317

Change-7,317 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,511

Change-6,511 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,595

Change-5,595 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 5,359

Change-5,359 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 4,661

Change-4,661 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,044

Change-3,044 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,008

Change-3,008 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,167

Change-2,167 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,897

Change-1,897 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,888

Change-1,888 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,385

Change-1,385 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 980

Change-980 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 900

Change-900 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 698

Change-698 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 542

Change-542 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 483

Change-483 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 319

Change-319 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 287

Change-287 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,096,031	1,025,247	+70,784	+7%	$28.9M	$28.9M	-$19.4K	2026-11-04
Geode Capital Management, LLC	INCREASED	694,458	548,033	+146,425	+27%	$15.5M	$18.3M	+$2.9M	2026-11-06
Endeavour Capital Advisors Inc	DECREASED	506,481	516,376	-9,895	-2%	$14.6M	$13.4M	-$1.2M	2026-11-06
Royce & Associates LP	DECREASED	386,807	391,417	-4,610	-1%	$11.0M	$10.2M	-$841.8K	2026-11-09
Beese Fulmer Investment Management, Inc.	DECREASED	151,658	156,384	-4,726	-3%	$4.4M	$4.0M	-$412.4K	2026-10-23
Summit Financial Strategies, Inc.	UNCHANGED	142,614	142,614	0	0%	$4.0M	$3.8M	-$262.4K	2026-10-14
Knights of Columbus Asset Advisors LLC	INCREASED	116,941	116,393	+548	+0%	$3.3M	$3.1M	-$199.7K	2026-11-05
Ritholtz Wealth Management	DECREASED	110,852	136,518	-25,666	-19%	$3.9M	$2.9M	-$928.3K	2026-11-05
Fort Washington Investment Advisors Inc	UNCHANGED	106,394	106,394	0	0%	$3.0M	$2.8M	-$195.8K	2026-10-15
LSV Asset Management	DECREASED	96,400	122,700	-26,300	-21%	$3.5M	$2.5M	-$920.0K	2026-11-06
Bank of New York Mellon Corp	INCREASED	84,242	82,312	+1,930	+2%	$2.3M	$2.2M	-$100.5K	2026-11-05
Fisher Asset Management, LLC	UNCHANGED	43,431	43,431	0	0%	$1.2M	$1.1M	-$79.9K	2026-11-06
Barclays PLC	INCREASED	39,020	35,460	+3,560	+10%	$1.0M	$1.0M	+$28.7K	2026-11-06
Creative Planning	INCREASED	26,227	15,482	+10,745	+69%	$436.9K	$691.9K	+$255.0K	2026-11-02
Kestra Private Wealth Services, LLC	UNCHANGED	26,114	26,114	0	0%	$736.9K	$688.9K	-$48.1K	2026-11-06
Park National Corp	UNCHANGED	22,975	22,975	0	0%	$648.4K	$606.1K	-$42.3K	2026-10-05
CWS Financial Advisors, LLC	UNCHANGED	22,877	22,877	0	0%	$645.6K	$603.5K	-$42.1K	2026-10-16
Acadian Asset Management LLC	INCREASED	21,002	15,310	+5,692	+37%	$429.0K	$553.0K	+$124.0K	2026-11-09
LPL Financial LLC	DECREASED	18,334	21,834	-3,500	-16%	$616.1K	$483.6K	-$132.5K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	18,167	20,251	-2,084	-10%	$572.0K	$479.0K	-$93.0K	2026-11-05
Deutsche Bank Ag\	DECREASED	17,820	20,404	-2,584	-13%	$575.8K	$470.1K	-$105.7K	2026-11-06
Compound Planning, Inc.	UNCHANGED	16,674	16,674	0	0%	$470.5K	$439.9K	-$30.7K	2026-11-09
Citigroup Inc	DECREASED	13,826	18,111	-4,285	-24%	$511.1K	$364.7K	-$146.4K	2026-11-04
Russell Investments Group, Ltd.	UNCHANGED	11,606	11,606	0	0%	$327.5K	$306.2K	-$21.4K	2026-11-06
Sterling Capital Management LLC	INCREASED	10,504	9,740	+764	+8%	$274.9K	$277.1K	+$2.2K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	8,571	8,492	+79	+1%	$239.7K	$226.1K	-$13.6K	2026-11-02
Wealth Enhancement Advisory Services, LLC	NEW	8,456	—	+8,456	—	—	$227.8K	—	2026-10-13
Keybank National Association	INCREASED	8,359	7,150	+1,209	+17%	$201.8K	$220.5K	+$18.7K	2026-11-04
Police & Firemen's Retirement System of New Jersey	UNCHANGED	6,239	6,239	0	0%	$176.1K	$164.6K	-$11.5K	2026-11-09
Mechanics Financial Corp	UNCHANGED	2,000	2,000	0	0%	$56.4K	$52.8K	-$3.7K	2026-11-05
Caldwell Trust Co	UNCHANGED	1,387	1,387	0	0%	$39.1K	$36.6K	-$2.6K	2026-10-30
Trust Co	UNCHANGED	1,197	1,197	0	0%	$33.8K	$31.6K	-$2.2K	2026-10-09
CoreCap Advisors, LLC	UNCHANGED	1,000	1,000	0	0%	$28.2K	$26.4K	-$1.8K	2026-10-08
State of Alaska, Department of Revenue	INCREASED	802	614	+188	+31%	$17	$21.0K	+$21.0K	2026-10-15
Gamma Investing LLC	UNCHANGED	779	779	0	0%	$22.0K	$20.6K	-$1.4K	2026-10-08
Versant Capital Management, Inc	UNCHANGED	421	421	0	0%	$11.9K	$11.1K	-$775	2026-10-02
Covestor Ltd	DECREASED	371	394	-23	-6%	$11	$10	-$1	2026-10-30
Allworth Financial LP	INCREASED	354	296	+58	+20%	$8.4K	$10.0K	+$1.6K	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	206	226	-20	-9%	$6.4K	$5.4K	-$944	2026-11-04
Farther Finance Advisors, LLC	INCREASED	206	205	+1	+0%	$5.8K	$5.4K	-$353	2026-10-08
Essential Partners LLC	UNCHANGED	181	181	0	0%	$5.1K	$4.8K	-$333	2026-10-14
US Bancorp \de\	INCREASED	163	93	+70	+75%	$2.6K	$4.3K	+$1.7K	2026-11-05
Private Wealth Management Group, LLC	UNCHANGED	114	114	0	0%	$3.2K	$3.0K	-$210	2026-10-19
Picton Mahoney Asset Management	NEW	73	—	+73	—	—	$1.9K	—	2026-11-09
Root Financial Partners, LLC	NEW	43	—	+43	—	—	$1.1K	—	2026-10-21
Larson Financial Group LLC	INCREASED	41	16	+25	+156%	$452	$1.1K	+$630	2026-11-05
SJS Investment Consulting Inc.	INCREASED	39	2	+37	+1850%	$57	$1.0K	+$972	2026-10-26
True Wealth Design, LLC	UNCHANGED	21	21	0	0%	$593	$554	-$39	2026-10-13
Signaturefd, LLC	NEW	20	—	+20	—	—	$528	—	2026-10-23
Silver Grove Financial Group, Inc.	UNCHANGED	18	18	0	0%	$508	$475	-$33	2026-11-05
State of Wyoming	NEW	15	—	+15	—	—	$396	—	2026-10-28
Parkside Financial Bank & Trust	NEW	15	—	+15	—	—	$395	—	2026-10-27
Fortitude Family Office, LLC	UNCHANGED	11	11	0	0%	$310	$290	-$20	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	5	5	0	0%	$141	$132	-$9	2026-11-06
IFP Advisors, Inc	UNCHANGED	2	2	0	0%	$56	$53	-$3	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	1	1	0	0%	$28	$26	-$2	2026-10-22
Squarepoint Ops LLC	CLOSED	0	23,714	-23,714	-100%	$669.2K	$0	-$669.2K	2026-11-09
Alps Advisors Inc	CLOSED	0	22,537	-22,537	-100%	$636.0K	$0	-$636.0K	2026-11-03
Salzhauer Michael	CLOSED	0	19,420	-19,420	-100%	$548.0K	$0	-$548.0K	2026-10-28
Elco Management Co., LLC	CLOSED	0	8,279	-8,279	-100%	$233.6K	$0	-$233.6K	2026-10-14
Nations Financial Group Inc,	CLOSED	0	7,292	-7,292	-100%	$205.8K	$0	-$205.8K	2026-11-05
MCF Advisors LLC	CLOSED	0	1,543	-1,543	-100%	$43.5K	$0	-$43.5K	2026-10-28
BlackRock, Inc.	N/A	—	1,702,436	-1,702,436	-100%	$48.0M	—	—	—
Wellington Management Group LLP	N/A	—	1,259,065	-1,259,065	-100%	$35.5M	—	—	—
Alliancebernstein L.P.	N/A	—	899,109	-899,109	-100%	$20.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	885,162	-885,162	-100%	$25.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	570,879	-570,879	-100%	$16.1M	—	—	—
State Street Corp	N/A	—	555,485	-555,485	-100%	$15.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	290,834	-290,834	-100%	$8.2M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	275,008	-275,008	-100%	$7.8M	—	—	—
Mendon Capital Advisors Corp	N/A	—	268,279	-268,279	-100%	$7.6M	—	—	—
Curi Capital, LLC	N/A	—	251,090	-251,090	-100%	$7.1M	—	—	—
American Century Companies Inc	N/A	—	221,567	-221,567	-100%	$6.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	206,717	-206,717	-100%	$5.8M	—	—	—
Northern Trust Corp	N/A	—	192,051	-192,051	-100%	$5.4M	—	—	—
AQR Capital Management LLC	N/A	—	168,561	-168,561	-100%	$4.8M	—	—	—
Morgan Stanley	N/A	—	152,368	-152,368	-100%	$4.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	137,585	-137,585	-100%	$3.9M	—	—	—
Stieven Capital Advisors, L.P.	N/A	—	126,953	-126,953	-100%	$3.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	121,489	-121,489	-100%	$3.4M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	117,611	-117,611	-100%	$3.3M	—	—	—
Two Sigma Investments, LP	N/A	—	100,432	-100,432	-100%	$2.8M	—	—	—
Empowered Funds, LLC	N/A	—	88,966	-88,966	-100%	$2.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	78,410	-78,410	-100%	$2.2M	—	—	—
First Trust Advisors LP	N/A	—	76,410	-76,410	-100%	$2.2M	—	—	—
Prudential Financial Inc	N/A	—	68,120	-68,120	-100%	$1.9M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	60,891	-60,891	-100%	$1.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	59,304	-59,304	-100%	$1.7M	—	—	—
Pinnacle Holdings, LLC	N/A	—	58,920	-58,920	-100%	$1.7M	—	—	—
Martingale Asset Management L P	N/A	—	56,255	-56,255	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	43,772	-43,772	-100%	$1.2M	—	—	—
Victory Capital Management Inc	N/A	—	42,500	-42,500	-100%	$1.2M	—	—	—
Blair William & Co	N/A	—	42,122	-42,122	-100%	$1.2M	—	—	—
Renaissance Technologies LLC	N/A	—	36,964	-36,964	-100%	$1.0M	—	—	—
Nuveen, LLC	N/A	—	36,539	-36,539	-100%	$1.0M	—	—	—
Bank of America Corp	N/A	—	35,561	-35,561	-100%	$1.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	30,842	-30,842	-100%	$870.4K	—	—	—
Ameriprise Financial Inc	N/A	—	30,048	-30,048	-100%	$847.9K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	27,276	-27,276	-100%	$769.7K	—	—	—
UBS Group AG	N/A	—	26,456	-26,456	-100%	$746.6K	—	—	—
Rhumbline Advisers	N/A	—	26,361	-26,361	-100%	$743.9K	—	—	—
Invesco Ltd.	N/A	—	24,588	-24,588	-100%	$693.9K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	23,045	-23,045	-100%	$650.3K	—	—	—
Citadel Advisors LLC	N/A	—	22,762	-22,762	-100%	$642.3K	—	—	—
Trexquant Investment LP	N/A	—	21,971	-21,971	-100%	$620.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	21,246	-21,246	-100%	$599.6K	—	—	—
Wells Fargo & Company	N/A	—	17,508	-17,508	-100%	$494.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	17,095	-17,095	-100%	$483.0K	—	—	—
Vista Investment Management	N/A	—	16,076	-16,076	-100%	$453.7K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	15,273	-15,273	-100%	$431.0K	—	—	—
Odyssean, LLC	N/A	—	15,262	-15,262	-100%	$430.7K	—	—	—
XTX Topco Ltd	N/A	—	14,323	-14,323	-100%	$404.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	13,567	-13,567	-100%	$382.9K	—	—	—
Franklin Resources Inc	N/A	—	13,301	-13,301	-100%	$375.4K	—	—	—
IEQ Capital, LLC	N/A	—	12,530	-12,530	-100%	$353.6K	—	—	—
Man Group plc	N/A	—	12,320	-12,320	-100%	$347.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,835	-11,835	-100%	$334.0K	—	—	—
SEI Investments Co	N/A	—	11,587	-11,587	-100%	$327.0K	—	—	—
Mariner, LLC	N/A	—	10,416	-10,416	-100%	$293.9K	—	—	—
Gendell Jeffrey L	N/A	—	10,000	-10,000	-100%	$282.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,628	-9,628	-100%	$271.7K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	9,033	-9,033	-100%	$254.9K	—	—	—
Raymond James Financial Inc	N/A	—	8,898	-8,898	-100%	$251.1K	—	—	—
JPMorgan Chase & Co	N/A	—	8,831	-8,831	-100%	$251.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,373	-8,373	-100%	$236.3K	—	—	—
New York State Common Retirement Fund	N/A	—	7,930	-7,930	-100%	$223.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,797	-7,797	-100%	$220.0K	—	—	—
Johnson Investment Counsel Inc	N/A	—	7,759	-7,759	-100%	$219.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,648	-7,648	-100%	$215.8K	—	—	—
Private Advisor Group, LLC	N/A	—	7,490	-7,490	-100%	$211.4K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	7,328	-7,328	-100%	$206.8K	—	—	—
Harborfront Financial Group LLC	N/A	—	7,317	-7,317	-100%	$206.5K	—	—	—
SG Americas Securities, LLC	N/A	—	6,511	-6,511	-100%	$184.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,595	-5,595	-100%	$157.9K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	5,359	-5,359	-100%	$151.2K	—	—	—
Federated Hermes, Inc.	N/A	—	4,661	-4,661	-100%	$131.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,044	-3,044	-100%	$85.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,008	-3,008	-100%	$84.9K	—	—	—
Royal Bank of Canada	N/A	—	2,167	-2,167	-100%	$61.0K	—	—	—
Legal & General Group Plc	N/A	—	2,050	-2,050	-100%	$57.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,897	-1,897	-100%	$53.5K	—	—	—
FMR LLC	N/A	—	1,888	-1,888	-100%	$53.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,385	-1,385	-100%	$39.1K	—	—	—
Arax Advisory Partners	N/A	—	1,135	-1,135	-100%	$32.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	980	-980	-100%	$27.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	900	-900	-100%	$25.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	698	-698	-100%	$19.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	542	-542	-100%	$15.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	483	-483	-100%	$13.6K	—	—	—
Ancora Advisors LLCA	N/A	—	319	-319	-100%	$9.0K	—	—	—
California State Teachers Retirement System	N/A	—	287	-287	-100%	$8.1K	—	—	—
Rothschild Investment LLC	N/A	—	117	-117	-100%	$3.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	73	-73	-100%	$2.1K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	17	-17	-100%	$483	—	—	—

Showing 155 of 155 institutions