Clearpoint Neuro Inc (CLPT)

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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Geode Capital Management, LLC

DECREASED

Shares741,550 from 749,932

Change-8,382 (-1%)

Value$9.1M (-$4.3M)

Filed 2026-11-06

Pekin Hardy Strauss, Inc.

INCREASED

Shares277,915 from 143,375

Change+134,540 (+94%)

Value$3.4M (+$835.5K)

Filed 2026-11-02

Compass Financial Management LLC

DECREASED

Shares253,170 from 295,680

Change-42,510 (-14%)

Value$3.1M (-$2.2M)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares154,224 from 151,767

Change+2,457 (+2%)

Value$1.9M (-$824.4K)

Filed 2026-11-05

Parsons Capital Management Inc

DECREASED

Shares148,926 from 148,976

Change-50 (0%)

Value$1.8M (-$839.3K)

Filed 2026-10-28

Taylor Frigon Capital Management LLC

DECREASED

Shares123,398 from 132,009

Change-8,611 (-7%)

Value$1.5M (-$848.4K)

Filed 2026-10-23

Deutsche Bank Ag\

DECREASED

Shares111,786 from 114,795

Change-3,009 (-3%)

Value$1.4M (-$683.0K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares74,391 from 68,391

Change+6,000 (+9%)

Value$908.3K (-$311.8K)

Filed 2026-11-06

Imc-Chicago, LLC

INCREASED

Shares66,448 from 26,494

Change+39,954 (+151%)

Value$811.3K (+$338.7K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares63,960 from 13,207

Change+50,753 (+384%)

Value$781.0K (+$545.3K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares61,033 from 68,048

Change-7,015 (-10%)

Value$745.2K (-$468.8K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares36,453 from 7,362

Change+29,091 (+395%)

Value$445.1K (+$313.8K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares27,797 from 23,584

Change+4,213 (+18%)

Value$339.4K (-$81.3K)

Filed 2026-11-02

MGO One Seven LLC

DECREASED

Shares21,508 from 22,028

Change-520 (-2%)

Value$262.6K (-$130.4K)

Filed 2026-10-28

Valmark Advisers, Inc.

UNCHANGED

Shares18,352 from 18,352

Change0 (0%)

Value$224.1K (-$103.3K)

Filed 2026-11-06

Simplex Trading, LLC

DECREASED

Shares17,413 from 19,910

Change-2,497 (-13%)

Value$212.6K (-$142.6K)

Filed 2026-11-04

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares14,534 from 14,655

Change-121 (-1%)

Value$177.5K (-$84.0K)

Filed 2026-11-05

Lodestone Wealth Management LLC

INCREASED

Shares12,221 from 11,098

Change+1,123 (+10%)

Value$149.2K (-$48.8K)

Filed 2026-10-14

Inscription Capital, LLC

UNCHANGED

Shares11,306 from 11,306

Change0 (0%)

Value$138.0K (-$63.7K)

Filed 2026-11-02

CoreCap Advisors, LLC

UNCHANGED

Shares8,054 from 8,054

Change0 (0%)

Value$98.3K (-$45.3K)

Filed 2026-10-08

Russell Investments Group, Ltd.

INCREASED

Shares7,744 from 7,702

Change+42 (+1%)

Value$94.6K (-$42.9K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares4,111 from 4,000

Change+111 (+3%)

Value$50.2K (-$21.2K)

Filed 2026-11-06

Versant Capital Management, Inc

DECREASED

Shares2,820 from 3,458

Change-638 (-18%)

Value$34.4K (-$27.3K)

Filed 2026-10-02

Sterling Capital Management LLC

INCREASED

Shares925 from 99

Change+826 (+834%)

Value$11.3K (+$9.5K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares864 from 2,035

Change-1,171 (-58%)

Value$10.5K (-$25.8K)

Filed 2026-10-29

City State Bank

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$10.4K (-$4.8K)

Filed 2026-10-20

Financial Management Professionals, Inc.

UNCHANGED

Shares768 from 768

Change0 (0%)

Value$9.4K (-$4.3K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares553 from 432

Change+121 (+28%)

Value$6.8K (-$955)

Filed 2026-10-08

Hurley Capital, LLC

UNCHANGED

Shares330 from 330

Change0 (0%)

Value$4.0K (-$1.9K)

Filed 2026-11-05

Parkside Financial Bank & Trust

NEW

Shares187

Change+187

Value$2.3K

Filed 2026-10-27

SBI Securities Co., Ltd.

DECREASED

Shares157 from 238

Change-81 (-34%)

Value$1.9K (-$2.3K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares115 from 117

Change-2 (-2%)

Value$1.4K (-$683)

Filed 2026-11-04

Bell Investment Advisors, Inc

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$1.3K (-$586)

Filed 2026-10-29

Avion Wealth

UNCHANGED

Shares92 from 92

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.3K ($0)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares70

Change+70

Value$854

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares65

Change+65

Value$794

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$562 (-$259)

Filed 2026-10-14

Torren Management, LLC

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$440 (-$202)

Filed 2026-10-29

Key FInancial Inc

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$305 (-$141)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares18 from 17

Change+1 (+6%)

Value$220 (-$83)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares9

Change+9

Value$110

Filed 2026-10-21

Ascentis Wealth Management, LLC

NEW

Shares8

Change+8

Value$97

Filed 2026-11-03

Hughes Financial Services, LLC

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$11 (-$25)

Filed 2026-10-30

Nfsg Corp

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$12 (-$6)

Filed 2026-10-15

Oppenheimer & Co Inc

CLOSED

Shares0 from 15,250

Change-15,250 (-100%)

Value$0 (-$272.1K)

Filed 2026-10-26

Salem Investment Counselors Inc

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$446)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$304)

Filed 2026-10-26

Clearstead Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$18)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,379,804

Change-2,379,804 (-100%)

Value—

MAK Capital One LLC

N/A

Shares— from 2,375,861

Change-2,375,861 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,232,807

Change-1,232,807 (-100%)

Value—

State Street Corp

N/A

Shares— from 816,547

Change-816,547 (-100%)

Value—

Lane Generational LLC

N/A

Shares— from 444,831

Change-444,831 (-100%)

Value—

UBS Group AG

N/A

Shares— from 428,632

Change-428,632 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 357,676

Change-357,676 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 325,906

Change-325,906 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 240,282

Change-240,282 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 230,986

Change-230,986 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 222,761

Change-222,761 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 213,246

Change-213,246 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 194,584

Change-194,584 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 173,759

Change-173,759 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 165,786

Change-165,786 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 154,851

Change-154,851 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 138,911

Change-138,911 (-100%)

Value—

CM Management, LLC

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 123,293

Change-123,293 (-100%)

Value—

FirstWave Capital Management LLC

N/A

Shares— from 115,600

Change-115,600 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 105,033

Change-105,033 (-100%)

Value—

Longaeva Partners L.P.

N/A

Shares— from 94,910

Change-94,910 (-100%)

Value—

Conway Capital Management, Inc.

N/A

Shares— from 92,975

Change-92,975 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 89,984

Change-89,984 (-100%)

Value—

Exome Asset Management LLC

N/A

Shares— from 83,636

Change-83,636 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 80,757

Change-80,757 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 78,352

Change-78,352 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 72,990

Change-72,990 (-100%)

Value—

Massar Capital Management, LP

N/A

Shares— from 50,278

Change-50,278 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 48,688

Change-48,688 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 35,700

Change-35,700 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 34,856

Change-34,856 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 33,857

Change-33,857 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 31,770

Change-31,770 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 28,670

Change-28,670 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 26,300

Change-26,300 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 25,787

Change-25,787 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 23,545

Change-23,545 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,365

Change-22,365 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 17,842

Change-17,842 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,564

Change-16,564 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 16,182

Change-16,182 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,988

Change-15,988 (-100%)

Value—

IQ EQ Fund Management (Singapore) Private Ltd

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

Mcintyre Freedman & Flynn Investment Advisers Inc

N/A

Shares— from 13,000

Change-13,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,981

Change-12,981 (-100%)

Value—

Man Group plc

N/A

Shares— from 11,950

Change-11,950 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 10,993

Change-10,993 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,140

Change-10,140 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,501

Change-9,501 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,928

Change-8,928 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,680

Change-8,680 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,300

Change-8,300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,040

Change-6,040 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,881

Change-5,881 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 4,204

Change-4,204 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,665

Change-3,665 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,450

Change-3,450 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,737

Change-2,737 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,512

Change-2,512 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,225

Change-2,225 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,080

Change-2,080 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,866

Change-1,866 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,649

Change-1,649 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 1,351

Change-1,351 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 950

Change-950 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 832

Change-832 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 531

Change-531 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 402

Change-402 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 388

Change-388 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 307

Change-307 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 300

Change-300 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Quarry LP

N/A

Shares— from 74

Change-74 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10

Change-10 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	741,550	749,932	-8,382	-1%	$13.4M	$9.1M	-$4.3M	2026-11-06
Pekin Hardy Strauss, Inc.	INCREASED	277,915	143,375	+134,540	+94%	$2.6M	$3.4M	+$835.5K	2026-11-02
Compass Financial Management LLC	DECREASED	253,170	295,680	-42,510	-14%	$5.3M	$3.1M	-$2.2M	2026-10-30
Bank of New York Mellon Corp	INCREASED	154,224	151,767	+2,457	+2%	$2.7M	$1.9M	-$824.4K	2026-11-05
Parsons Capital Management Inc	DECREASED	148,926	148,976	-50	0%	$2.7M	$1.8M	-$839.3K	2026-10-28
Taylor Frigon Capital Management LLC	DECREASED	123,398	132,009	-8,611	-7%	$2.4M	$1.5M	-$848.4K	2026-10-23
Deutsche Bank Ag\	DECREASED	111,786	114,795	-3,009	-3%	$2.0M	$1.4M	-$683.0K	2026-11-06
LPL Financial LLC	INCREASED	74,391	68,391	+6,000	+9%	$1.2M	$908.3K	-$311.8K	2026-11-06
Imc-Chicago, LLC	INCREASED	66,448	26,494	+39,954	+151%	$472.7K	$811.3K	+$338.7K	2026-11-05
Citigroup Inc	INCREASED	63,960	13,207	+50,753	+384%	$235.6K	$781.0K	+$545.3K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	61,033	68,048	-7,015	-10%	$1.2M	$745.2K	-$468.8K	2026-11-02
Barclays PLC	INCREASED	36,453	7,362	+29,091	+395%	$131.3K	$445.1K	+$313.8K	2026-11-06
Creative Planning	INCREASED	27,797	23,584	+4,213	+18%	$420.7K	$339.4K	-$81.3K	2026-11-02
MGO One Seven LLC	DECREASED	21,508	22,028	-520	-2%	$393.0K	$262.6K	-$130.4K	2026-10-28
Valmark Advisers, Inc.	UNCHANGED	18,352	18,352	0	0%	$327.4K	$224.1K	-$103.3K	2026-11-06
Simplex Trading, LLC	DECREASED	17,413	19,910	-2,497	-13%	$355.2K	$212.6K	-$142.6K	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	14,534	14,655	-121	-1%	$261.4K	$177.5K	-$84.0K	2026-11-05
Lodestone Wealth Management LLC	INCREASED	12,221	11,098	+1,123	+10%	$198.0K	$149.2K	-$48.8K	2026-10-14
Inscription Capital, LLC	UNCHANGED	11,306	11,306	0	0%	$201.7K	$138.0K	-$63.7K	2026-11-02
CoreCap Advisors, LLC	UNCHANGED	8,054	8,054	0	0%	$143.7K	$98.3K	-$45.3K	2026-10-08
Russell Investments Group, Ltd.	INCREASED	7,744	7,702	+42	+1%	$137.4K	$94.6K	-$42.9K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	4,111	4,000	+111	+3%	$71.4K	$50.2K	-$21.2K	2026-11-06
Versant Capital Management, Inc	DECREASED	2,820	3,458	-638	-18%	$61.7K	$34.4K	-$27.3K	2026-10-02
Sterling Capital Management LLC	INCREASED	925	99	+826	+834%	$1.8K	$11.3K	+$9.5K	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	864	2,035	-1,171	-58%	$36.3K	$10.5K	-$25.8K	2026-10-29
City State Bank	UNCHANGED	850	850	0	0%	$15.2K	$10.4K	-$4.8K	2026-10-20
Financial Management Professionals, Inc.	UNCHANGED	768	768	0	0%	$13.7K	$9.4K	-$4.3K	2026-10-23
Gamma Investing LLC	INCREASED	553	432	+121	+28%	$7.7K	$6.8K	-$955	2026-10-08
Hurley Capital, LLC	UNCHANGED	330	330	0	0%	$5.9K	$4.0K	-$1.9K	2026-11-05
Parkside Financial Bank & Trust	NEW	187	—	+187	—	—	$2.3K	—	2026-10-27
SBI Securities Co., Ltd.	DECREASED	157	238	-81	-34%	$4.2K	$1.9K	-$2.3K	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	115	117	-2	-2%	$2.1K	$1.4K	-$683	2026-11-04
Bell Investment Advisors, Inc	UNCHANGED	104	104	0	0%	$1.9K	$1.3K	-$586	2026-10-29
Avion Wealth	UNCHANGED	92	92	0	0%	$1	$1	$0	2026-11-04
Allworth Financial LP	UNCHANGED	74	74	0	0%	$1.3K	$1.3K	$0	2026-11-06
Ascentis Independent Advisors	NEW	70	—	+70	—	—	$854	—	2026-11-03
Provenance Wealth Advisors, LLC	NEW	65	—	+65	—	—	$794	—	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	46	46	0	0%	$821	$562	-$259	2026-10-14
Torren Management, LLC	UNCHANGED	36	36	0	0%	$642	$440	-$202	2026-10-29
Key FInancial Inc	UNCHANGED	25	25	0	0%	$446	$305	-$141	2026-11-02
Farther Finance Advisors, LLC	INCREASED	18	17	+1	+6%	$303	$220	-$83	2026-10-08
Root Financial Partners, LLC	NEW	9	—	+9	—	—	$110	—	2026-10-21
Ascentis Wealth Management, LLC	NEW	8	—	+8	—	—	$97	—	2026-11-03
Hughes Financial Services, LLC	DECREASED	1	2	-1	-50%	$36	$11	-$25	2026-10-30
Nfsg Corp	UNCHANGED	1	1	0	0%	$18	$12	-$6	2026-10-15
Oppenheimer & Co Inc	CLOSED	0	15,250	-15,250	-100%	$272.1K	$0	-$272.1K	2026-10-26
Salem Investment Counselors Inc	CLOSED	0	25	-25	-100%	$446	$0	-$446	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	17	-17	-100%	$304	$0	-$304	2026-10-26
Clearstead Advisors, LLC	CLOSED	0	1	-1	-100%	$18	$0	-$18	2026-11-06
BlackRock, Inc.	N/A	—	2,379,804	-2,379,804	-100%	$42.5M	—	—	—
MAK Capital One LLC	N/A	—	2,375,861	-2,375,861	-100%	$42.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,232,807	-1,232,807	-100%	$22.0M	—	—	—
State Street Corp	N/A	—	816,547	-816,547	-100%	$14.6M	—	—	—
Lane Generational LLC	N/A	—	444,831	-444,831	-100%	$7.9M	—	—	—
UBS Group AG	N/A	—	428,632	-428,632	-100%	$7.6M	—	—	—
Millennium Management LLC	N/A	—	357,676	-357,676	-100%	$6.4M	—	—	—
Brown Advisory Inc	N/A	—	325,906	-325,906	-100%	$5.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	240,282	-240,282	-100%	$4.3M	—	—	—
Northern Trust Corp	N/A	—	230,986	-230,986	-100%	$4.1M	—	—	—
Pier Capital, LLC	N/A	—	222,761	-222,761	-100%	$4.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	213,246	-213,246	-100%	$3.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	194,584	-194,584	-100%	$3.5M	—	—	—
Tudor Investment Corp ET AL	N/A	—	173,759	-173,759	-100%	$3.1M	—	—	—
Morgan Stanley	N/A	—	165,786	-165,786	-100%	$3.0M	—	—	—
Two Sigma Investments, LP	N/A	—	154,851	-154,851	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	138,911	-138,911	-100%	$2.5M	—	—	—
CM Management, LLC	N/A	—	125,000	-125,000	-100%	$2.2M	—	—	—
Diametric Capital, LP	N/A	—	123,293	-123,293	-100%	$2.2M	—	—	—
FirstWave Capital Management LLC	N/A	—	115,600	-115,600	-100%	$2.1M	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	105,033	-105,033	-100%	$1.9M	—	—	—
Longaeva Partners L.P.	N/A	—	94,910	-94,910	-100%	$1.7M	—	—	—
Conway Capital Management, Inc.	N/A	—	92,975	-92,975	-100%	$1.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	89,984	-89,984	-100%	$1.6M	—	—	—
Exome Asset Management LLC	N/A	—	83,636	-83,636	-100%	$1.5M	—	—	—
Quantinno Capital Management LP	N/A	—	80,757	-80,757	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	78,352	-78,352	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	72,990	-72,990	-100%	$1.3M	—	—	—
Massar Capital Management, LP	N/A	—	50,278	-50,278	-100%	$897.0K	—	—	—
Navellier & Associates Inc	N/A	—	50,000	-50,000	-100%	$892.0K	—	—	—
Citadel Advisors LLC	N/A	—	48,688	-48,688	-100%	$868.6K	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	35,700	-35,700	-100%	$636.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	34,856	-34,856	-100%	$622.0K	—	—	—
Rhumbline Advisers	N/A	—	33,857	-33,857	-100%	$604.0K	—	—	—
Numerai GP LLC	N/A	—	31,770	-31,770	-100%	$566.8K	—	—	—
Bradley Foster & Sargent Inc	N/A	—	28,670	-28,670	-100%	$511.5K	—	—	—
Alliancebernstein L.P.	N/A	—	26,300	-26,300	-100%	$239.3K	—	—	—
Wells Fargo & Company	N/A	—	25,787	-25,787	-100%	$460.0K	—	—	—
Invesco Ltd.	N/A	—	23,545	-23,545	-100%	$420.0K	—	—	—
Raymond James Financial Inc	N/A	—	22,365	-22,365	-100%	$399.0K	—	—	—
Advisory Services Network, LLC	N/A	—	17,842	-17,842	-100%	$318.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	16,564	-16,564	-100%	$295.5K	—	—	—
Quantbot Technologies LP	N/A	—	16,182	-16,182	-100%	$288.7K	—	—	—
JPMorgan Chase & Co	N/A	—	15,988	-15,988	-100%	$310.6K	—	—	—
IQ EQ Fund Management (Singapore) Private Ltd	N/A	—	15,500	-15,500	-100%	$276.5K	—	—	—
Mcintyre Freedman & Flynn Investment Advisers Inc	N/A	—	13,000	-13,000	-100%	$231.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,981	-12,981	-100%	$231.6K	—	—	—
Man Group plc	N/A	—	11,950	-11,950	-100%	$213.2K	—	—	—
Jump Financial, LLC	N/A	—	10,993	-10,993	-100%	$196.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,140	-10,140	-100%	$180.9K	—	—	—
FMR LLC	N/A	—	9,501	-9,501	-100%	$169.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,928	-8,928	-100%	$159.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,680	-8,680	-100%	$154.9K	—	—	—
New York State Common Retirement Fund	N/A	—	8,300	-8,300	-100%	$148.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,040	-6,040	-100%	$107.8K	—	—	—
Royal Bank of Canada	N/A	—	5,881	-5,881	-100%	$104.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	4,204	-4,204	-100%	$75.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,665	-3,665	-100%	$65.4K	—	—	—
Arax Advisory Partners	N/A	—	3,450	-3,450	-100%	$61.5K	—	—	—
Legal & General Group Plc	N/A	—	2,737	-2,737	-100%	$48.8K	—	—	—
BFC Planning, Inc.	N/A	—	2,512	-2,512	-100%	$44.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,225	-2,225	-100%	$39.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,080	-2,080	-100%	$37.1K	—	—	—
Huntington National Bank	N/A	—	2,000	-2,000	-100%	$35.7K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,866	-1,866	-100%	$33.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,800	-1,800	-100%	$32.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,649	-1,649	-100%	$29.4K	—	—	—
Hantz Financial Services, Inc.	N/A	—	1,351	-1,351	-100%	$24.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	950	-950	-100%	$16.9K	—	—	—
Tidemark, LLC	N/A	—	832	-832	-100%	$14.8K	—	—	—
Group One Trading LLC	N/A	—	531	-531	-100%	$9.5K	—	—	—
Osbon Capital Management LLC	N/A	—	402	-402	-100%	$7.2K	—	—	—
California State Teachers Retirement System	N/A	—	388	-388	-100%	$6.9K	—	—	—
Federated Hermes, Inc.	N/A	—	307	-307	-100%	$5.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	300	-300	-100%	$5.5K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$3.6K	—	—	—
Quarry LP	N/A	—	74	-74	-100%	$1.3K	—	—	—
Balyasny Asset Management L.P.	N/A	—	50	-50	-100%	$892	—	—	—
Glen Eagle Advisors, LLC	N/A	—	50	-50	-100%	$892	—	—	—
Smartleaf Asset Management LLC	N/A	—	48	-48	-100%	$933	—	—	—
Rothschild Investment LLC	N/A	—	15	-15	-100%	$268	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	12	-12	-100%	$214	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10	-10	-100%	$178	—	—	—
National Bank of Canada	N/A	—	2	-2	-100%	$36	—	—	—

Showing 133 of 133 institutions