Columbus Mckinnon Corp (CMCO)

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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Blue Grotto Capital, LLC

DECREASED

Shares982,216 from 1,007,070

Change-24,854 (-2%)

Value$15.6M (+$409.7K)

Filed 2026-11-04

Dimensional Fund Advisors LP

DECREASED

Shares719,742 from 1,268,272

Change-548,530 (-43%)

Value$11.5M (-$7.7M)

Filed 2026-11-04

Bernzott Capital Advisors

DECREASED

Shares380,413 from 397,294

Change-16,881 (-4%)

Value$6.1M (+$48.9K)

Filed 2026-10-29

Essex Investment Management Co LLC

DECREASED

Shares269,821 from 278,316

Change-8,495 (-3%)

Value$4.3M (+$87.3K)

Filed 2026-10-19

Bank of New York Mellon Corp

INCREASED

Shares250,486 from 242,396

Change+8,090 (+3%)

Value$4.0M (+$322.8K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares101,924 from 102,063

Change-139 (0%)

Value$1.6M (+$79.4K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares88,459 from 84,863

Change+3,596 (+4%)

Value$1.4M (+$178.2K)

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares70,727 from 16,621

Change+54,106 (+326%)

Value$1.1M (+$875.2K)

Filed 2026-11-04

Isthmus Partners, LLC

DECREASED

Shares68,881 from 134,697

Change-65,816 (-49%)

Value$1.1M (-$940.7K)

Filed 2026-10-21

Y-Intercept (Hong Kong) Ltd

NEW

Shares48,090

Change+48,090

Value$766.1K

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares27,747 from 28,211

Change-464 (-2%)

Value$443.4K (+$69.9K)

Filed 2026-10-13

Bailard, Inc.

NEW

Shares19,400

Change+19,400

Value$309.0K

Filed 2026-10-13

Simplex Trading, LLC

INCREASED

Shares14,335 from 8,506

Change+5,829 (+69%)

Value$228.4K (+$99.7K)

Filed 2026-11-04

MGO One Seven LLC

DECREASED

Shares13,111 from 13,891

Change-780 (-6%)

Value$208.9K (-$1.3K)

Filed 2026-10-28

High Note Wealth, LLC

UNCHANGED

Shares2,819 from 2,819

Change0 (0%)

Value$44.9K (+$2.3K)

Filed 2026-10-27

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$39.8K (+$2.0K)

Filed 2026-10-23

Nisa Investment Advisors, LLC

DECREASED

Shares1,441 from 1,492

Change-51 (-3%)

Value$23.0K (+$381)

Filed 2026-10-20

RMG Wealth Management LLC

UNCHANGED

Shares887 from 887

Change0 (0%)

Value$12.2K (-$4.9K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares774 from 715

Change+59 (+8%)

Value$12.3K (+$1.6K)

Filed 2026-10-08

Signaturefd, LLC

DECREASED

Shares709 from 993

Change-284 (-29%)

Value$11.3K (-$3.7K)

Filed 2026-10-23

True Wealth Design, LLC

DECREASED

Shares678 from 746

Change-68 (-9%)

Value$10.8K (-$486)

Filed 2026-10-13

Exchange Traded Concepts, LLC

NEW

Shares667

Change+667

Value$10.6K

Filed 2026-10-28

EverSource Wealth Advisors, LLC

DECREASED

Shares667 from 932

Change-265 (-28%)

Value$10.6K (-$3.5K)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares664 from 849

Change-185 (-22%)

Value$10.6K (-$2.3K)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

INCREASED

Shares578 from 21

Change+557 (+2652%)

Value$9.2K (+$8.9K)

Filed 2026-10-29

Gamma Investing LLC

DECREASED

Shares566 from 830

Change-264 (-32%)

Value$9.0K (-$3.5K)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares565 from 565

Change0 (0%)

Value$9.0K (+$451)

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares553 from 578

Change-25 (-4%)

Value$8.8K (+$64)

Filed 2026-10-22

Parallel Advisors, LLC

DECREASED

Shares520 from 678

Change-158 (-23%)

Value$8.3K (-$2.0K)

Filed 2026-11-03

IFP Advisors, Inc

INCREASED

Shares427 from 158

Change+269 (+170%)

Value$6.8K (+$4.4K)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares405

Change+405

Value$6.5K

Filed 2026-10-21

Versant Capital Management, Inc

DECREASED

Shares268 from 676

Change-408 (-60%)

Value$4.3K (-$6.0K)

Filed 2026-10-02

Physician Wealth Advisors, Inc.

INCREASED

Shares243 from 209

Change+34 (+16%)

Value$3.9K (+$708)

Filed 2026-10-20

Fortitude Family Office, LLC

INCREASED

Shares208 from 106

Change+102 (+96%)

Value$3.3K (+$1.7K)

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares150 from 153

Change-3 (-2%)

Value$2.4K (+$76)

Filed 2026-11-05

Parkside Financial Bank & Trust

NEW

Shares134

Change+134

Value$2.1K

Filed 2026-10-27

Silver Grove Financial Group, Inc.

UNCHANGED

Shares129 from 129

Change0 (0%)

Value$2.1K (+$103)

Filed 2026-11-05

SJS Investment Consulting Inc.

DECREASED

Shares71 from 89

Change-18 (-20%)

Value$1.1K (-$215)

Filed 2026-10-26

Avion Wealth

INCREASED

Shares66 from 36

Change+30 (+83%)

Value$1 (+$1)

Filed 2026-11-04

Burk Holdings LLC

NEW

Shares50

Change+50

Value$797

Filed 2026-11-05

Blue Trust, Inc.

DECREASED

Shares38 from 128

Change-90 (-70%)

Value$605 (-$1.3K)

Filed 2026-10-15

Larson Financial Group LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$416 (+$23)

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares20 from 36

Change-16 (-44%)

Value$319 (-$226)

Filed 2026-10-05

Covestor Ltd

DECREASED

Shares11 from 10,270

Change-10,259 (-100%)

Value$0 (-$155.0K)

Filed 2026-10-30

SBI Securities Co., Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$48 (+$3)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares2

Change+2

Value$32

Filed 2026-10-30

Inspire Investing, LLC

CLOSED

Shares0 from 197,180

Change-197,180 (-100%)

Value$0 (-$3.0M)

Filed 2026-10-22

Principal Financial Group Inc

CLOSED

Shares0 from 60,643

Change-60,643 (-100%)

Value$0 (-$917.5K)

Filed 2026-11-02

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 43,525

Change-43,525 (-100%)

Value$0 (-$658.5K)

Filed 2026-10-19

State of Wyoming

CLOSED

Shares0 from 4,330

Change-4,330 (-100%)

Value$0 (-$65.5K)

Filed 2026-10-28

State of Alaska, Department of Revenue

CLOSED

Shares0 from 1,505

Change-1,505 (-100%)

Value$0 (-$22)

Filed 2026-10-15

Islay Capital Management, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$15.1K)

Filed 2026-10-20

Harbor Capital Advisors, Inc.

CLOSED

Shares0 from 517

Change-517 (-100%)

Value$0 (-$8)

Filed 2026-10-22

Westside Investment Management, Inc.

CLOSED

Shares0 from 489

Change-489 (-100%)

Value$0 (-$7.4K)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$893)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 2,457,542

Change-2,457,542 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,918,727

Change-1,918,727 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,216,407

Change-1,216,407 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 877,915

Change-877,915 (-100%)

Value—

Stanley Capital Management, LLC

N/A

Shares— from 855,000

Change-855,000 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 747,733

Change-747,733 (-100%)

Value—

Diameter Capital Partners LP

N/A

Shares— from 715,783

Change-715,783 (-100%)

Value—

CastleKnight Management LP

N/A

Shares— from 715,400

Change-715,400 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 684,020

Change-684,020 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 663,076

Change-663,076 (-100%)

Value—

State Street Corp

N/A

Shares— from 618,345

Change-618,345 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 544,750

Change-544,750 (-100%)

Value—

VAN DEN Berg Management I, Inc

N/A

Shares— from 534,610

Change-534,610 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 523,208

Change-523,208 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 514,907

Change-514,907 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 454,794

Change-454,794 (-100%)

Value—

Boston Partners

N/A

Shares— from 420,310

Change-420,310 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 412,036

Change-412,036 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 324,297

Change-324,297 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 276,238

Change-276,238 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 271,346

Change-271,346 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 265,105

Change-265,105 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 242,466

Change-242,466 (-100%)

Value—

Front Street Capital Management, Inc.

N/A

Shares— from 229,573

Change-229,573 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 219,177

Change-219,177 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 212,466

Change-212,466 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 210,322

Change-210,322 (-100%)

Value—

UBS Group AG

N/A

Shares— from 204,935

Change-204,935 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 201,538

Change-201,538 (-100%)

Value—

CM Management, LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 189,601

Change-189,601 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 149,209

Change-149,209 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 143,200

Change-143,200 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 130,498

Change-130,498 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 108,889

Change-108,889 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 107,032

Change-107,032 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 93,433

Change-93,433 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 92,807

Change-92,807 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 90,928

Change-90,928 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 87,536

Change-87,536 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 85,138

Change-85,138 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 82,842

Change-82,842 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 82,561

Change-82,561 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 80,983

Change-80,983 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 79,648

Change-79,648 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 77,591

Change-77,591 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 77,287

Change-77,287 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 76,510

Change-76,510 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 75,102

Change-75,102 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 75,046

Change-75,046 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 73,022

Change-73,022 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 71,887

Change-71,887 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 69,382

Change-69,382 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 68,600

Change-68,600 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 62,255

Change-62,255 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 62,203

Change-62,203 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 60,548

Change-60,548 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 59,126

Change-59,126 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 58,058

Change-58,058 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 53,933

Change-53,933 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 52,197

Change-52,197 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 51,500

Change-51,500 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 50,175

Change-50,175 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 47,895

Change-47,895 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 46,546

Change-46,546 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 45,537

Change-45,537 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 44,632

Change-44,632 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 37,318

Change-37,318 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 35,524

Change-35,524 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 31,981

Change-31,981 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 31,590

Change-31,590 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 31,379

Change-31,379 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 28,993

Change-28,993 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 27,370

Change-27,370 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 26,074

Change-26,074 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 23,777

Change-23,777 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 22,574

Change-22,574 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 21,587

Change-21,587 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 20,098

Change-20,098 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,714

Change-19,714 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 19,687

Change-19,687 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,325

Change-19,325 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 19,139

Change-19,139 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 18,290

Change-18,290 (-100%)

Value—

Barclays PLC

N/A

Shares— from 17,980

Change-17,980 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 15,805

Change-15,805 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,446

Change-15,446 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 15,095

Change-15,095 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,544

Change-14,544 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14,375

Change-14,375 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 14,002

Change-14,002 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 13,446

Change-13,446 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 12,565

Change-12,565 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 10,600

Change-10,600 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,538

Change-8,538 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,231

Change-7,231 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,133

Change-6,133 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,602

Change-3,602 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 3,097

Change-3,097 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,911

Change-2,911 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,340

Change-2,340 (-100%)

Value—

LOM Asset Management Ltd

N/A

Shares— from 2,150

Change-2,150 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,752

Change-1,752 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,659

Change-1,659 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,527

Change-1,527 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,024

Change-1,024 (-100%)

Value—

Natixis

N/A

Shares— from 831

Change-831 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 688

Change-688 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 610

Change-610 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 476

Change-476 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 407

Change-407 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 395

Change-395 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 349

Change-349 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 256

Change-256 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 221

Change-221 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 166

Change-166 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 157

Change-157 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 148

Change-148 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 127

Change-127 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 101

Change-101 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 79

Change-79 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
Blue Grotto Capital, LLC	DECREASED	982,216	1,007,070	-24,854	-2%	$15.2M	$15.6M	+$409.7K	2026-11-04
Dimensional Fund Advisors LP	DECREASED	719,742	1,268,272	-548,530	-43%	$19.2M	$11.5M	-$7.7M	2026-11-04
Bernzott Capital Advisors	DECREASED	380,413	397,294	-16,881	-4%	$6.0M	$6.1M	+$48.9K	2026-10-29
Essex Investment Management Co LLC	DECREASED	269,821	278,316	-8,495	-3%	$4.2M	$4.3M	+$87.3K	2026-10-19
Bank of New York Mellon Corp	INCREASED	250,486	242,396	+8,090	+3%	$3.7M	$4.0M	+$322.8K	2026-11-05
Creative Planning	DECREASED	101,924	102,063	-139	0%	$1.5M	$1.6M	+$79.4K	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	88,459	84,863	+3,596	+4%	$1.2M	$1.4M	+$178.2K	2026-11-04
Citigroup Inc	INCREASED	70,727	16,621	+54,106	+326%	$251.5K	$1.1M	+$875.2K	2026-11-04
Isthmus Partners, LLC	DECREASED	68,881	134,697	-65,816	-49%	$2.0M	$1.1M	-$940.7K	2026-10-21
Y-Intercept (Hong Kong) Ltd	NEW	48,090	—	+48,090	—	—	$766.1K	—	2026-10-16
Wealth Enhancement Advisory Services, LLC	DECREASED	27,747	28,211	-464	-2%	$373.5K	$443.4K	+$69.9K	2026-10-13
Bailard, Inc.	NEW	19,400	—	+19,400	—	—	$309.0K	—	2026-10-13
Simplex Trading, LLC	INCREASED	14,335	8,506	+5,829	+69%	$128.7K	$228.4K	+$99.7K	2026-11-04
MGO One Seven LLC	DECREASED	13,111	13,891	-780	-6%	$210.2K	$208.9K	-$1.3K	2026-10-28
High Note Wealth, LLC	UNCHANGED	2,819	2,819	0	0%	$42.7K	$44.9K	+$2.3K	2026-10-27
Wilmington Savings Fund Society, FSB	UNCHANGED	2,500	2,500	0	0%	$37.8K	$39.8K	+$2.0K	2026-10-23
Nisa Investment Advisors, LLC	DECREASED	1,441	1,492	-51	-3%	$22.6K	$23.0K	+$381	2026-10-20
RMG Wealth Management LLC	UNCHANGED	887	887	0	0%	$17.1K	$12.2K	-$4.9K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	774	715	+59	+8%	$10.8K	$12.3K	+$1.6K	2026-10-08
Signaturefd, LLC	DECREASED	709	993	-284	-29%	$15.0K	$11.3K	-$3.7K	2026-10-23
True Wealth Design, LLC	DECREASED	678	746	-68	-9%	$11.3K	$10.8K	-$486	2026-10-13
Exchange Traded Concepts, LLC	NEW	667	—	+667	—	—	$10.6K	—	2026-10-28
EverSource Wealth Advisors, LLC	DECREASED	667	932	-265	-28%	$14.1K	$10.6K	-$3.5K	2026-11-04
Essential Partners LLC	DECREASED	664	849	-185	-22%	$12.8K	$10.6K	-$2.3K	2026-10-14
Caitong International Asset Management Co., Ltd	INCREASED	578	21	+557	+2652%	$318	$9.2K	+$8.9K	2026-10-29
Gamma Investing LLC	DECREASED	566	830	-264	-32%	$12.6K	$9.0K	-$3.5K	2026-10-08
US Bancorp \de\	UNCHANGED	565	565	0	0%	$8.5K	$9.0K	+$451	2026-11-05
Sterling Capital Management LLC	DECREASED	553	578	-25	-4%	$8.7K	$8.8K	+$64	2026-10-22
Parallel Advisors, LLC	DECREASED	520	678	-158	-23%	$10.3K	$8.3K	-$2.0K	2026-11-03
IFP Advisors, Inc	INCREASED	427	158	+269	+170%	$2.4K	$6.8K	+$4.4K	2026-10-16
Root Financial Partners, LLC	NEW	405	—	+405	—	—	$6.5K	—	2026-10-21
Versant Capital Management, Inc	DECREASED	268	676	-408	-60%	$10.2K	$4.3K	-$6.0K	2026-10-02
Physician Wealth Advisors, Inc.	INCREASED	243	209	+34	+16%	$3.2K	$3.9K	+$708	2026-10-20
Fortitude Family Office, LLC	INCREASED	208	106	+102	+96%	$1.6K	$3.3K	+$1.7K	2026-10-14
Fifth Third Bancorp	DECREASED	150	153	-3	-2%	$2.3K	$2.4K	+$76	2026-11-05
Parkside Financial Bank & Trust	NEW	134	—	+134	—	—	$2.1K	—	2026-10-27
Silver Grove Financial Group, Inc.	UNCHANGED	129	129	0	0%	$2.0K	$2.1K	+$103	2026-11-05
SJS Investment Consulting Inc.	DECREASED	71	89	-18	-20%	$1.3K	$1.1K	-$215	2026-10-26
Avion Wealth	INCREASED	66	36	+30	+83%	$0	$1	+$1	2026-11-04
Burk Holdings LLC	NEW	50	—	+50	—	—	$797	—	2026-11-05
Blue Trust, Inc.	DECREASED	38	128	-90	-70%	$1.9K	$605	-$1.3K	2026-10-15
Larson Financial Group LLC	UNCHANGED	26	26	0	0%	$393	$416	+$23	2026-11-05
MassMutual Private Wealth & Trust, FSB	DECREASED	20	36	-16	-44%	$545	$319	-$226	2026-10-05
Covestor Ltd	DECREASED	11	10,270	-10,259	-100%	$155.0K	$0	-$155.0K	2026-10-30
SBI Securities Co., Ltd.	UNCHANGED	3	3	0	0%	$45	$48	+$3	2026-10-22
Provenance Wealth Advisors, LLC	NEW	2	—	+2	—	—	$32	—	2026-10-30
Inspire Investing, LLC	CLOSED	0	197,180	-197,180	-100%	$3.0M	$0	-$3.0M	2026-10-22
Principal Financial Group Inc	CLOSED	0	60,643	-60,643	-100%	$917.5K	$0	-$917.5K	2026-11-02
SummerHaven Investment Management, LLC	CLOSED	0	43,525	-43,525	-100%	$658.5K	$0	-$658.5K	2026-10-19
State of Wyoming	CLOSED	0	4,330	-4,330	-100%	$65.5K	$0	-$65.5K	2026-10-28
State of Alaska, Department of Revenue	CLOSED	0	1,505	-1,505	-100%	$22	$0	-$22	2026-10-15
Islay Capital Management, LLC	CLOSED	0	1,000	-1,000	-100%	$15.1K	$0	-$15.1K	2026-10-20
Harbor Capital Advisors, Inc.	CLOSED	0	517	-517	-100%	$8	$0	-$8	2026-10-22
Westside Investment Management, Inc.	CLOSED	0	489	-489	-100%	$7.4K	$0	-$7.4K	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	59	-59	-100%	$893	$0	-$893	2026-10-07
BlackRock, Inc.	N/A	—	2,457,542	-2,457,542	-100%	$37.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,918,727	-1,918,727	-100%	$29.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,216,407	-1,216,407	-100%	$18.4M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	877,915	-877,915	-100%	$13.3M	—	—	—
Stanley Capital Management, LLC	N/A	—	855,000	-855,000	-100%	$12.9M	—	—	—
Geode Capital Management, LLC	N/A	—	747,733	-747,733	-100%	$11.3M	—	—	—
Diameter Capital Partners LP	N/A	—	715,783	-715,783	-100%	$10.8M	—	—	—
CastleKnight Management LP	N/A	—	715,400	-715,400	-100%	$10.8M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	684,020	-684,020	-100%	$10.4M	—	—	—
AQR Capital Management LLC	N/A	—	663,076	-663,076	-100%	$10.0M	—	—	—
State Street Corp	N/A	—	618,345	-618,345	-100%	$9.4M	—	—	—
Heartland Advisors Inc	N/A	—	544,750	-544,750	-100%	$8.2M	—	—	—
VAN DEN Berg Management I, Inc	N/A	—	534,610	-534,610	-100%	$8.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	523,208	-523,208	-100%	$7.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	514,907	-514,907	-100%	$7.8M	—	—	—
Morgan Stanley	N/A	—	454,794	-454,794	-100%	$6.9M	—	—	—
Boston Partners	N/A	—	420,310	-420,310	-100%	$6.4M	—	—	—
First Eagle Investment Management, LLC	N/A	—	412,036	-412,036	-100%	$6.2M	—	—	—
Marshall Wace, LLP	N/A	—	324,297	-324,297	-100%	$4.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	276,238	-276,238	-100%	$4.2M	—	—	—
LSV Asset Management	N/A	—	271,346	-271,346	-100%	$4.1M	—	—	—
Empowered Funds, LLC	N/A	—	265,105	-265,105	-100%	$4.0M	—	—	—
Northern Trust Corp	N/A	—	242,466	-242,466	-100%	$3.7M	—	—	—
Front Street Capital Management, Inc.	N/A	—	229,573	-229,573	-100%	$3.5M	—	—	—
Citadel Advisors LLC	N/A	—	219,177	-219,177	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	212,466	-212,466	-100%	$3.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	210,322	-210,322	-100%	$3.2M	—	—	—
UBS Group AG	N/A	—	204,935	-204,935	-100%	$3.1M	—	—	—
Systematic Financial Management LP	N/A	—	201,538	-201,538	-100%	$3.0M	—	—	—
CM Management, LLC	N/A	—	200,000	-200,000	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	189,601	-189,601	-100%	$2.9M	—	—	—
Renaissance Technologies LLC	N/A	—	149,209	-149,209	-100%	$2.3M	—	—	—
RBF Capital, LLC	N/A	—	143,200	-143,200	-100%	$2.2M	—	—	—
Franklin Resources Inc	N/A	—	130,498	-130,498	-100%	$2.0M	—	—	—
SEI Investments Co	N/A	—	108,889	-108,889	-100%	$1.6M	—	—	—
Jane Street Group, LLC	N/A	—	107,032	-107,032	-100%	$1.6M	—	—	—
Legato Capital Management LLC	N/A	—	93,433	-93,433	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	92,807	-92,807	-100%	$1.4M	—	—	—
Lazard Asset Management LLC	N/A	—	90,928	-90,928	-100%	$1.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	87,536	-87,536	-100%	$1.3M	—	—	—
Nuveen, LLC	N/A	—	85,138	-85,138	-100%	$1.3M	—	—	—
Victory Capital Management Inc	N/A	—	82,842	-82,842	-100%	$1.3M	—	—	—
Numerai GP LLC	N/A	—	82,561	-82,561	-100%	$1.2M	—	—	—
Squarepoint Ops LLC	N/A	—	80,983	-80,983	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	79,648	-79,648	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	77,591	-77,591	-100%	$1.2M	—	—	—
Ameriprise Financial Inc	N/A	—	77,287	-77,287	-100%	$1.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	76,510	-76,510	-100%	$1.2M	—	—	—
Palogic Value Management, L.P.	N/A	—	75,102	-75,102	-100%	$1.1M	—	—	—
Invesco Ltd.	N/A	—	75,046	-75,046	-100%	$1.1M	—	—	—
Odyssean, LLC	N/A	—	73,022	-73,022	-100%	$1.1M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	71,887	-71,887	-100%	$1.1M	—	—	—
Wells Fargo & Company	N/A	—	69,382	-69,382	-100%	$1.0M	—	—	—
Polar Asset Management Partners Inc.	N/A	—	68,600	-68,600	-100%	$1.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	62,255	-62,255	-100%	$942.0K	—	—	—
Engineers Gate Manager LP	N/A	—	62,203	-62,203	-100%	$941.1K	—	—	—
Walleye Capital LLC	N/A	—	60,548	-60,548	-100%	$916.1K	—	—	—
IEQ Capital, LLC	N/A	—	59,126	-59,126	-100%	$894.6K	—	—	—
XTX Topco Ltd	N/A	—	58,058	-58,058	-100%	$878.4K	—	—	—
HSBC Holdings PLC	N/A	—	53,933	-53,933	-100%	$797.1K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	52,197	-52,197	-100%	$789.7K	—	—	—
Nomura Asset Management International Inc.	N/A	—	51,500	-51,500	-100%	$779.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	50,175	-50,175	-100%	$759.2K	—	—	—
Jump Financial, LLC	N/A	—	47,895	-47,895	-100%	$724.7K	—	—	—
EntryPoint Capital, LLC	N/A	—	46,546	-46,546	-100%	$704.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	45,537	-45,537	-100%	$689.0K	—	—	—
Readystate Asset Management LP	N/A	—	44,632	-44,632	-100%	$675.3K	—	—	—
Rhumbline Advisers	N/A	—	37,318	-37,318	-100%	$564.6K	—	—	—
Raymond James Financial Inc	N/A	—	35,524	-35,524	-100%	$537.5K	—	—	—
Two Sigma Investments, LP	N/A	—	31,981	-31,981	-100%	$483.9K	—	—	—
Alliancebernstein L.P.	N/A	—	31,590	-31,590	-100%	$459.0K	—	—	—
Balyasny Asset Management L.P.	N/A	—	31,379	-31,379	-100%	$474.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	28,993	-28,993	-100%	$438.7K	—	—	—
Voleon Capital Management LP	N/A	—	27,370	-27,370	-100%	$414.1K	—	—	—
Deutsche Bank Ag\	N/A	—	26,074	-26,074	-100%	$394.5K	—	—	—
Mariner, LLC	N/A	—	23,777	-23,777	-100%	$359.7K	—	—	—
Caxton Associates LLP	N/A	—	22,574	-22,574	-100%	$341.5K	—	—	—
Quadrature Capital Ltd	N/A	—	21,587	-21,587	-100%	$326.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	20,098	-20,098	-100%	$304.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	19,714	-19,714	-100%	$298.3K	—	—	—
Caprock Group, LLC	N/A	—	19,687	-19,687	-100%	$297.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,325	-19,325	-100%	$292.0K	—	—	—
Millennium Management LLC	N/A	—	19,139	-19,139	-100%	$289.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	18,290	-18,290	-100%	$276.7K	—	—	—
Barclays PLC	N/A	—	17,980	-17,980	-100%	$272.0K	—	—	—
Cerity Partners LLC	N/A	—	15,805	-15,805	-100%	$239.1K	—	—	—
MetLife Investment Management, LLC	N/A	—	15,446	-15,446	-100%	$233.7K	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	15,095	-15,095	-100%	$228.4K	—	—	—
FMR LLC	N/A	—	14,544	-14,544	-100%	$220.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	14,375	-14,375	-100%	$217.5K	—	—	—
JPMorgan Chase & Co	N/A	—	14,002	-14,002	-100%	$201.8K	—	—	—
Aigen Investment Management, LP	N/A	—	13,446	-13,446	-100%	$203.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	12,565	-12,565	-100%	$190.1K	—	—	—
Jain Global LLC	N/A	—	10,600	-10,600	-100%	$160.4K	—	—	—
New York State Common Retirement Fund	N/A	—	8,538	-8,538	-100%	$129.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,231	-7,231	-100%	$109.4K	—	—	—
Arax Advisory Partners	N/A	—	6,133	-6,133	-100%	$92.8K	—	—	—
Royal Bank of Canada	N/A	—	3,602	-3,602	-100%	$54.0K	—	—	—
Palouse Capital Management, Inc.	N/A	—	3,097	-3,097	-100%	$46.9K	—	—	—
Legal & General Group Plc	N/A	—	2,911	-2,911	-100%	$44.0K	—	—	—
Group One Trading LLC	N/A	—	2,800	-2,800	-100%	$42.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,340	-2,340	-100%	$35.4K	—	—	—
LOM Asset Management Ltd	N/A	—	2,150	-2,150	-100%	$32.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,752	-1,752	-100%	$26.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,659	-1,659	-100%	$25.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,527	-1,527	-100%	$23.1K	—	—	—
Quantbot Technologies LP	N/A	—	1,024	-1,024	-100%	$15.5K	—	—	—
Natixis	N/A	—	831	-831	-100%	$12.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	688	-688	-100%	$10.0K	—	—	—
Allworth Financial LP	N/A	—	610	-610	-100%	$9.2K	—	—	—
Meeder Asset Management Inc	N/A	—	476	-476	-100%	$7.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	407	-407	-100%	$5.9K	—	—	—
California State Teachers Retirement System	N/A	—	395	-395	-100%	$6.0K	—	—	—
Huntington National Bank	N/A	—	349	-349	-100%	$5.3K	—	—	—
Rothschild Investment LLC	N/A	—	300	-300	-100%	$4.5K	—	—	—
Ancora Advisors LLCA	N/A	—	256	-256	-100%	$3.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	221	-221	-100%	$3.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	220	-220	-100%	$3.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	166	-166	-100%	$2.5K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	157	-157	-100%	$2.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	148	-148	-100%	$2.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	137	-137	-100%	$2.1K	—	—	—
Optiver Holding B.V.	N/A	—	127	-127	-100%	$1.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	101	-101	-100%	$1.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	79	-79	-100%	$1.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	29	-29	-100%	$439	—	—	—
Hantz Financial Services, Inc.	N/A	—	26	-26	-100%	$0	—	—	—

Showing 182 of 182 institutions