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Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Paloma Partners Management Co
UNCHANGED
Shares3,053,377 from 3,053,377
Change0 (0%)
Value$2.0M (-$396.9K)
Filed 2025-08-14
Gagnon Securities LLC
DECREASED
Shares1,936,390 from 2,103,222
Change-166,832 (-8%)
Value$1.3M (-$381.9K)
Filed 2025-07-23
Gagnon Advisors, LLC
INCREASED
Shares1,569,434 from 784,717
Change+784,717 (+100%)
Value$1.0M (+$408.1K)
Filed 2025-07-23
Morgan Stanley
INCREASED
Shares111,178 from 14,878
Change+96,300 (+647%)
Value$72.3K (+$60.7K)
Filed 2025-08-14
Dimensional Fund Advisors LP
DECREASED
Shares96,510 from 150,299
Change-53,789 (-36%)
Value$62.6K (-$54.6K)
Filed 2025-08-12
Savant Capital, LLC
UNCHANGED
Shares66,140 from 66,140
Change0 (0%)
Value$43.0K (-$8.6K)
Filed 2026-03-04
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares57,000 from 57,000
Change0 (0%)
Value$37.1K (-$7.4K)
Filed 2025-07-30
XTX Topco Ltd
INCREASED
Shares49,079 from 11,720
Change+37,359 (+319%)
Value$31.9K (+$22.8K)
Filed 2025-08-12
Susquehanna International Group, LLP
INCREASED
Shares36,885 from 21,976
Change+14,909 (+68%)
Value$24.0K (+$6.8K)
Filed 2025-08-14
UBS Group AG
DECREASED
Shares21,453 from 27,650
Change-6,197 (-22%)
Value$13.9K (-$7.6K)
Filed 2025-08-14
Creative Planning
UNCHANGED
Shares19,320 from 19,320
Change0 (0%)
Value$12.6K (-$2.5K)
Filed 2025-08-08
Bank of New York Mellon Corp
UNCHANGED
Shares11,048 from 11,048
Change0 (0%)
Value$7.2K (-$1.4K)
Filed 2025-08-05
Two Sigma Securities, LLC
NEW
Shares10,604
Change+10,604
Value$6.9K
Filed 2025-08-14
Tillman Hartley LLC
UNCHANGED
Shares10,298 from 10,298
Change0 (0%)
Value$6.7K (-$1.3K)
Filed 2025-08-07
Bank of America Corp
UNCHANGED
Shares9,730 from 9,730
Change0 (0%)
Value$6.3K (-$1.3K)
Filed 2025-08-14
Rhumbline Advisers
DECREASED
Shares1,386 from 1,539
Change-153 (-10%)
Value$900 (-$300)
Filed 2025-08-12
Osaic Holdings, Inc.
NEW
Shares420
Change+420
Value$273
Filed 2025-09-04
JPMorgan Chase & Co
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$169 (-$34)
Filed 2025-08-12
Morton Brown Family Wealth, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$163 (-$32)
Filed 2025-07-24
Harbor Asset Planning, Inc.
NEW
Shares156
Change+156
Value$101
Filed 2025-07-29
Allworth Financial LP
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$46 (-$1)
Filed 2025-08-07
Fairway Wealth LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$31 (-$6)
Filed 2025-07-30
Citadel Advisors LLC
CLOSED
Shares0 from 39,062
Change-39,062 (-100%)
Value$0 (-$30.5K)
Filed 2025-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Paloma Partners Management Co
UNCHANGED3,053,3773,053,37700%$2.4M$2.0M-$396.9K2025-08-14
Gagnon Securities LLC
DECREASED1,936,3902,103,222-166,832-8%$1.6M$1.3M-$381.9K2025-07-23
Gagnon Advisors, LLC
INCREASED1,569,434784,717+784,717+100%$612.1K$1.0M+$408.1K2025-07-23
Morgan Stanley
INCREASED111,17814,878+96,300+647%$11.6K$72.3K+$60.7K2025-08-14
Dimensional Fund Advisors LP
DECREASED96,510150,299-53,789-36%$117.3K$62.6K-$54.6K2025-08-12
Savant Capital, LLC
UNCHANGED66,14066,14000%$51.6K$43.0K-$8.6K2026-03-04
Argonautica Private Wealth Management, Inc
UNCHANGED57,00057,00000%$44.5K$37.1K-$7.4K2025-07-30
XTX Topco Ltd
INCREASED49,07911,720+37,359+319%$9.1K$31.9K+$22.8K2025-08-12
Susquehanna International Group, LLP
INCREASED36,88521,976+14,909+68%$17.1K$24.0K+$6.8K2025-08-14
UBS Group AG
DECREASED21,45327,650-6,197-22%$21.6K$13.9K-$7.6K2025-08-14
Creative Planning
UNCHANGED19,32019,32000%$15.1K$12.6K-$2.5K2025-08-08
Bank of New York Mellon Corp
UNCHANGED11,04811,04800%$8.6K$7.2K-$1.4K2025-08-05
Two Sigma Securities, LLC
NEW10,604—+10,604——$6.9K—2025-08-14
Tillman Hartley LLC
UNCHANGED10,29810,29800%$8.0K$6.7K-$1.3K2025-08-07
Bank of America Corp
UNCHANGED9,7309,73000%$7.6K$6.3K-$1.3K2025-08-14
Rhumbline Advisers
DECREASED1,3861,539-153-10%$1.2K$900-$3002025-08-12
Osaic Holdings, Inc.
NEW420—+420——$273—2025-09-04
JPMorgan Chase & Co
UNCHANGED26026000%$203$169-$342025-08-12
Morton Brown Family Wealth, LLC
UNCHANGED25025000%$195$163-$322025-07-24
Harbor Asset Planning, Inc.
NEW156—+156——$101—2025-07-29
Allworth Financial LP
UNCHANGED707000%$47$46-$12025-08-07
Fairway Wealth LLC
UNCHANGED474700%$37$31-$62025-07-30
Citadel Advisors LLC
CLOSED039,062-39,062-100%$30.5K$0-$30.5K2025-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 24 of 24 institutions