Community West Bancshares (CWBC)

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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Dimensional Fund Advisors LP

INCREASED

Shares1,370,476 from 1,265,092

Change+105,384 (+8%)

Value$35.7M (+$1.7M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares622,211 from 616,973

Change+5,238 (+1%)

Value$16.2M (-$369.6K)

Filed 2026-11-06

Private Management Group Inc

DECREASED

Shares471,251 from 485,589

Change-14,338 (-3%)

Value$12.3M (-$771.5K)

Filed 2026-11-04

Principal Financial Group Inc

INCREASED

Shares105,266 from 36,043

Change+69,223 (+192%)

Value$2.7M (+$1.8M)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares100,456 from 96,820

Change+3,636 (+4%)

Value$2.6M (+$15.3K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares70,111 from 67,076

Change+3,035 (+5%)

Value$1.8M (+$24.0K)

Filed 2026-11-06

Creative Planning

DECREASED

Shares67,444 from 71,675

Change-4,231 (-6%)

Value$1.8M (-$169.0K)

Filed 2026-11-02

Kestra Private Wealth Services, LLC

INCREASED

Shares42,225 from 42,103

Change+122 (+0%)

Value$1.1M (-$31.3K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares34,709 from 32,140

Change+2,569 (+8%)

Value$903.8K (+$40.5K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares20,950 from 23,999

Change-3,049 (-13%)

Value$545.5K (-$99.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares13,564 from 16,687

Change-3,123 (-19%)

Value$353.2K (-$95.0K)

Filed 2026-11-06

Daytona Street Capital LLC

UNCHANGED

Shares11,850 from 11,850

Change0 (0%)

Value$314.0K (-$5.7K)

Filed 2026-10-15

Sharper & Granite LLC

UNCHANGED

Shares10,362 from 10,362

Change0 (0%)

Value$241.4K (-$36.9K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares9,383 from 5,307

Change+4,076 (+77%)

Value$244.3K (+$101.8K)

Filed 2026-11-06

Channel Wealth LLC

DECREASED

Shares9,253 from 9,646

Change-393 (-4%)

Value$240.9K (-$18.1K)

Filed 2026-11-06

RS Crum Inc.

UNCHANGED

Shares8,873 from 8,873

Change0 (0%)

Value$231.1K (-$7.3K)

Filed 2026-10-19

Elco Management Co., LLC

UNCHANGED

Shares8,796 from 8,796

Change0 (0%)

Value$229.0K (-$7.2K)

Filed 2026-10-14

Mraz, Amerine & Associates, Inc.

UNCHANGED

Shares8,247 from 8,247

Change0 (0%)

Value$214.8K (-$6.8K)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares7,375 from 7,375

Change0 (0%)

Value$198.1K ($0)

Filed 2026-11-06

Bfsg, LLC

UNCHANGED

Shares3,223 from 3,223

Change0 (0%)

Value$83.9K (-$2.6K)

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares2,906 from 2,906

Change0 (0%)

Value$75.7K (-$2.4K)

Filed 2026-11-05

DeDora Capital, Inc.

NEW

Shares2,000

Change+2,000

Value$52.1K

Filed 2026-10-26

State of Alaska, Department of Revenue

INCREASED

Shares1,147 from 748

Change+399 (+53%)

Value$29 (-$20.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares1,020 from 3,268

Change-2,248 (-69%)

Value$26.6K (-$61.2K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares544 from 419

Change+125 (+30%)

Value$14.2K (+$2.9K)

Filed 2026-10-22

Assetmark, Inc

INCREASED

Shares391 from 382

Change+9 (+2%)

Value$10.2K (-$79)

Filed 2026-10-21

Harbor Capital Advisors, Inc.

INCREASED

Shares343 from 325

Change+18 (+6%)

Value$9.0K (+$9.0K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares307 from 8

Change+299 (+3738%)

Value$8.0K (+$7.8K)

Filed 2026-10-26

Gamma Investing LLC

UNCHANGED

Shares189 from 189

Change0 (0%)

Value$4.9K (-$155)

Filed 2026-10-08

North Star Investment Management Corp.

UNCHANGED

Shares150 from 150

Change0 (0%)

Value$3.9K (-$123)

Filed 2026-10-27

Essential Partners LLC

UNCHANGED

Shares130 from 130

Change0 (0%)

Value$3.4K (-$107)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares123 from 111

Change+12 (+11%)

Value$3.2K (+$221)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares122 from 122

Change0 (0%)

Value$3.2K (-$100)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$2.6K (-$82)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares96 from 91

Change+5 (+5%)

Value$2.5K (+$56)

Filed 2026-11-05

Versant Capital Management, Inc

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$2.3K (-$72)

Filed 2026-10-02

Physician Wealth Advisors, Inc.

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.5K (-$47)

Filed 2026-10-20

Larson Financial Group LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.5K (-$47)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares50

Change+50

Value$1.3K

Filed 2026-10-21

Parallel Advisors, LLC

DECREASED

Shares36 from 87

Change-51 (-59%)

Value$937 (-$1.4K)

Filed 2026-11-03

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$599 (-$19)

Filed 2026-10-05

True Wealth Design, LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$573 (-$18)

Filed 2026-10-13

Nisa Investment Advisors, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$339 (-$10)

Filed 2026-10-20

Covestor Ltd

DECREASED

Shares12 from 16

Change-4 (-25%)

Value$0 ($0)

Filed 2026-10-30

Clearstead Advisors, LLC

NEW

Shares2

Change+2

Value$53

Filed 2026-11-06

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$26

Filed 2026-10-30

R Squared Ltd

CLOSED

Shares0 from 9,469

Change-9,469 (-100%)

Value$0 (-$254.3K)

Filed 2026-11-06

Salem Investment Counselors Inc

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$8.1K)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$242)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 2,386,807

Change-2,386,807 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 1,136,107

Change-1,136,107 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,075,657

Change-1,075,657 (-100%)

Value—

State Street Corp

N/A

Shares— from 815,651

Change-815,651 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 500,161

Change-500,161 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 494,690

Change-494,690 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 385,572

Change-385,572 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 338,451

Change-338,451 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 329,551

Change-329,551 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 326,583

Change-326,583 (-100%)

Value—

FMR LLC

N/A

Shares— from 296,127

Change-296,127 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 286,953

Change-286,953 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 277,860

Change-277,860 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 259,325

Change-259,325 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 221,531

Change-221,531 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 209,607

Change-209,607 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 205,949

Change-205,949 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 169,407

Change-169,407 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 162,139

Change-162,139 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 157,284

Change-157,284 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 155,829

Change-155,829 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 150,357

Change-150,357 (-100%)

Value—

UBS Group AG

N/A

Shares— from 130,451

Change-130,451 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 127,116

Change-127,116 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 107,832

Change-107,832 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 101,851

Change-101,851 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 98,680

Change-98,680 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 95,615

Change-95,615 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 87,057

Change-87,057 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 78,625

Change-78,625 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 77,984

Change-77,984 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 69,767

Change-69,767 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 68,003

Change-68,003 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 67,460

Change-67,460 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 65,966

Change-65,966 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 55,552

Change-55,552 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 52,414

Change-52,414 (-100%)

Value—

Arbiter Partners Capital Management LLC

N/A

Shares— from 52,064

Change-52,064 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 51,345

Change-51,345 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 50,881

Change-50,881 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 47,000

Change-47,000 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 46,289

Change-46,289 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 43,256

Change-43,256 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 42,723

Change-42,723 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 38,202

Change-38,202 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 37,907

Change-37,907 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 34,896

Change-34,896 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 33,874

Change-33,874 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 32,388

Change-32,388 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 32,099

Change-32,099 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,467

Change-31,467 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 31,110

Change-31,110 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 30,962

Change-30,962 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 27,854

Change-27,854 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 25,445

Change-25,445 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 25,300

Change-25,300 (-100%)

Value—

Platform Wealth Management, LLC

N/A

Shares— from 24,791

Change-24,791 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 23,976

Change-23,976 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 23,796

Change-23,796 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 21,906

Change-21,906 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 20,869

Change-20,869 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 20,457

Change-20,457 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 19,869

Change-19,869 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 18,053

Change-18,053 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 17,448

Change-17,448 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 16,409

Change-16,409 (-100%)

Value—

Planning Center, Inc.

N/A

Shares— from 16,283

Change-16,283 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,426

Change-15,426 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,013

Change-15,013 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 14,148

Change-14,148 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 12,315

Change-12,315 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 11,563

Change-11,563 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,502

Change-11,502 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,322

Change-11,322 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,646

Change-10,646 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 10,632

Change-10,632 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 10,540

Change-10,540 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 10,462

Change-10,462 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 10,396

Change-10,396 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 9,872

Change-9,872 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 9,175

Change-9,175 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,558

Change-8,558 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 8,440

Change-8,440 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7,483

Change-7,483 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 7,478

Change-7,478 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,553

Change-6,553 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,484

Change-4,484 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,370

Change-2,370 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,114

Change-2,114 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 1,577

Change-1,577 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 995

Change-995 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 762

Change-762 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 723

Change-723 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 540

Change-540 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 539

Change-539 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 379

Change-379 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 323

Change-323 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 314

Change-314 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 166

Change-166 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 73

Change-73 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,370,476	1,265,092	+105,384	+8%	$34.0M	$35.7M	+$1.7M	2026-11-04
Geode Capital Management, LLC	INCREASED	622,211	616,973	+5,238	+1%	$16.6M	$16.2M	-$369.6K	2026-11-06
Private Management Group Inc	DECREASED	471,251	485,589	-14,338	-3%	$13.0M	$12.3M	-$771.5K	2026-11-04
Principal Financial Group Inc	INCREASED	105,266	36,043	+69,223	+192%	$968.1K	$2.7M	+$1.8M	2026-11-02
Bank of New York Mellon Corp	INCREASED	100,456	96,820	+3,636	+4%	$2.6M	$2.6M	+$15.3K	2026-11-05
Barclays PLC	INCREASED	70,111	67,076	+3,035	+5%	$1.8M	$1.8M	+$24.0K	2026-11-06
Creative Planning	DECREASED	67,444	71,675	-4,231	-6%	$1.9M	$1.8M	-$169.0K	2026-11-02
Kestra Private Wealth Services, LLC	INCREASED	42,225	42,103	+122	+0%	$1.1M	$1.1M	-$31.3K	2026-11-06
Citigroup Inc	INCREASED	34,709	32,140	+2,569	+8%	$863.3K	$903.8K	+$40.5K	2026-11-04
Deutsche Bank Ag\	DECREASED	20,950	23,999	-3,049	-13%	$644.6K	$545.5K	-$99.1K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	13,564	16,687	-3,123	-19%	$448.2K	$353.2K	-$95.0K	2026-11-06
Daytona Street Capital LLC	UNCHANGED	11,850	11,850	0	0%	$319.7K	$314.0K	-$5.7K	2026-10-15
Sharper & Granite LLC	UNCHANGED	10,362	10,362	0	0%	$278.3K	$241.4K	-$36.9K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	9,383	5,307	+4,076	+77%	$142.5K	$244.3K	+$101.8K	2026-11-06
Channel Wealth LLC	DECREASED	9,253	9,646	-393	-4%	$259.1K	$240.9K	-$18.1K	2026-11-06
RS Crum Inc.	UNCHANGED	8,873	8,873	0	0%	$238.3K	$231.1K	-$7.3K	2026-10-19
Elco Management Co., LLC	UNCHANGED	8,796	8,796	0	0%	$236.3K	$229.0K	-$7.2K	2026-10-14
Mraz, Amerine & Associates, Inc.	UNCHANGED	8,247	8,247	0	0%	$221.5K	$214.8K	-$6.8K	2026-10-30
Allworth Financial LP	UNCHANGED	7,375	7,375	0	0%	$198.1K	$198.1K	$0	2026-11-06
Bfsg, LLC	UNCHANGED	3,223	3,223	0	0%	$86.6K	$83.9K	-$2.6K	2026-10-30
US Bancorp \de\	UNCHANGED	2,906	2,906	0	0%	$78.1K	$75.7K	-$2.4K	2026-11-05
DeDora Capital, Inc.	NEW	2,000	—	+2,000	—	—	$52.1K	—	2026-10-26
State of Alaska, Department of Revenue	INCREASED	1,147	748	+399	+53%	$20.0K	$29	-$20.0K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	1,020	3,268	-2,248	-69%	$87.8K	$26.6K	-$61.2K	2026-10-08
Sterling Capital Management LLC	INCREASED	544	419	+125	+30%	$11.3K	$14.2K	+$2.9K	2026-10-22
Assetmark, Inc	INCREASED	391	382	+9	+2%	$10.3K	$10.2K	-$79	2026-10-21
Harbor Capital Advisors, Inc.	INCREASED	343	325	+18	+6%	$9	$9.0K	+$9.0K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	307	8	+299	+3738%	$215	$8.0K	+$7.8K	2026-10-26
Gamma Investing LLC	UNCHANGED	189	189	0	0%	$5.1K	$4.9K	-$155	2026-10-08
North Star Investment Management Corp.	UNCHANGED	150	150	0	0%	$4.0K	$3.9K	-$123	2026-10-27
Essential Partners LLC	UNCHANGED	130	130	0	0%	$3.5K	$3.4K	-$107	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	123	111	+12	+11%	$3.0K	$3.2K	+$221	2026-11-04
IFP Advisors, Inc	UNCHANGED	122	122	0	0%	$3.3K	$3.2K	-$100	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	100	100	0	0%	$2.7K	$2.6K	-$82	2026-11-05
Fifth Third Bancorp	INCREASED	96	91	+5	+5%	$2.4K	$2.5K	+$56	2026-11-05
Versant Capital Management, Inc	UNCHANGED	88	88	0	0%	$2.4K	$2.3K	-$72	2026-10-02
Physician Wealth Advisors, Inc.	UNCHANGED	57	57	0	0%	$1.5K	$1.5K	-$47	2026-10-20
Larson Financial Group LLC	UNCHANGED	57	57	0	0%	$1.5K	$1.5K	-$47	2026-11-05
Root Financial Partners, LLC	NEW	50	—	+50	—	—	$1.3K	—	2026-10-21
Parallel Advisors, LLC	DECREASED	36	87	-51	-59%	$2.3K	$937	-$1.4K	2026-11-03
MassMutual Private Wealth & Trust, FSB	UNCHANGED	23	23	0	0%	$618	$599	-$19	2026-10-05
True Wealth Design, LLC	UNCHANGED	22	22	0	0%	$591	$573	-$18	2026-10-13
Nisa Investment Advisors, LLC	UNCHANGED	13	13	0	0%	$349	$339	-$10	2026-10-20
Covestor Ltd	DECREASED	12	16	-4	-25%	$0	$0	$0	2026-10-30
Clearstead Advisors, LLC	NEW	2	—	+2	—	—	$53	—	2026-11-06
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$26	—	2026-10-30
R Squared Ltd	CLOSED	0	9,469	-9,469	-100%	$254.3K	$0	-$254.3K	2026-11-06
Salem Investment Counselors Inc	CLOSED	0	300	-300	-100%	$8.1K	$0	-$8.1K	2026-10-13
Caitong International Asset Management Co., Ltd	CLOSED	0	9	-9	-100%	$242	$0	-$242	2026-10-29
BlackRock, Inc.	N/A	—	2,386,807	-2,386,807	-100%	$64.1M	—	—	—
Wellington Management Group LLP	N/A	—	1,136,107	-1,136,107	-100%	$30.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,075,657	-1,075,657	-100%	$28.9M	—	—	—
State Street Corp	N/A	—	815,651	-815,651	-100%	$21.9M	—	—	—
Systematic Financial Management LP	N/A	—	500,161	-500,161	-100%	$13.4M	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	494,690	-494,690	-100%	$13.3M	—	—	—
American Century Companies Inc	N/A	—	385,572	-385,572	-100%	$10.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	338,451	-338,451	-100%	$9.1M	—	—	—
PL Capital Advisors, LLCA	N/A	—	329,551	-329,551	-100%	$8.9M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	326,583	-326,583	-100%	$8.8M	—	—	—
FMR LLC	N/A	—	296,127	-296,127	-100%	$8.0M	—	—	—
Two Sigma Investments, LP	N/A	—	286,953	-286,953	-100%	$7.7M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	277,860	-277,860	-100%	$7.5M	—	—	—
Renaissance Technologies LLC	N/A	—	259,325	-259,325	-100%	$7.0M	—	—	—
Citadel Advisors LLC	N/A	—	221,531	-221,531	-100%	$6.0M	—	—	—
Northern Trust Corp	N/A	—	209,607	-209,607	-100%	$5.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	205,949	-205,949	-100%	$5.5M	—	—	—
Franklin Resources Inc	N/A	—	169,407	-169,407	-100%	$4.6M	—	—	—
Cutler Capital Management, LLC	N/A	—	162,139	-162,139	-100%	$4.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	157,284	-157,284	-100%	$4.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	155,829	-155,829	-100%	$4.2M	—	—	—
Squarepoint Ops LLC	N/A	—	150,357	-150,357	-100%	$4.0M	—	—	—
UBS Group AG	N/A	—	130,451	-130,451	-100%	$3.5M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	127,116	-127,116	-100%	$3.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	107,832	-107,832	-100%	$2.9M	—	—	—
Marshall Wace, LLP	N/A	—	101,851	-101,851	-100%	$2.7M	—	—	—
Morgan Stanley	N/A	—	98,680	-98,680	-100%	$2.7M	—	—	—
Prudential Financial Inc	N/A	—	95,615	-95,615	-100%	$2.6M	—	—	—
First Trust Advisors LP	N/A	—	87,057	-87,057	-100%	$2.3M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	78,625	-78,625	-100%	$2.1M	—	—	—
AQR Capital Management LLC	N/A	—	77,984	-77,984	-100%	$2.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	69,767	-69,767	-100%	$1.9M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	68,003	-68,003	-100%	$1.8M	—	—	—
Alliancebernstein L.P.	N/A	—	67,460	-67,460	-100%	$1.6M	—	—	—
XTX Topco Ltd	N/A	—	65,966	-65,966	-100%	$1.8M	—	—	—
Algert Global LLC	N/A	—	55,552	-55,552	-100%	$1.5M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	52,414	-52,414	-100%	$1.4M	—	—	—
Arbiter Partners Capital Management LLC	N/A	—	52,064	-52,064	-100%	$1.4M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	51,345	-51,345	-100%	$1.4M	—	—	—
SageView Advisory Group, LLC	N/A	—	50,881	-50,881	-100%	$1.4M	—	—	—
Victory Capital Management Inc	N/A	—	47,000	-47,000	-100%	$1.3M	—	—	—
HRT Financial LP	N/A	—	46,289	-46,289	-100%	$1.2M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	43,256	-43,256	-100%	$1.2M	—	—	—
Destination Wealth Management	N/A	—	42,723	-42,723	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	38,202	-38,202	-100%	$1.0M	—	—	—
SEI Investments Co	N/A	—	37,907	-37,907	-100%	$1.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	34,896	-34,896	-100%	$937.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	33,874	-33,874	-100%	$909.9K	—	—	—
Quantinno Capital Management LP	N/A	—	32,388	-32,388	-100%	$869.9K	—	—	—
Cerity Partners LLC	N/A	—	32,099	-32,099	-100%	$862.2K	—	—	—
Rhumbline Advisers	N/A	—	31,467	-31,467	-100%	$845.2K	—	—	—
Invesco Ltd.	N/A	—	31,110	-31,110	-100%	$835.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	30,962	-30,962	-100%	$831.6K	—	—	—
Bank of America Corp	N/A	—	27,854	-27,854	-100%	$748.2K	—	—	—
Ameriprise Financial Inc	N/A	—	25,445	-25,445	-100%	$683.5K	—	—	—
Zacks Investment Management	N/A	—	25,300	-25,300	-100%	$679.6K	—	—	—
Platform Wealth Management, LLC	N/A	—	24,791	-24,791	-100%	$665.9K	—	—	—
Wells Fargo & Company	N/A	—	23,976	-23,976	-100%	$644.0K	—	—	—
Mendon Capital Advisors Corp	N/A	—	23,796	-23,796	-100%	$639.2K	—	—	—
Pinnacle Holdings, LLC	N/A	—	21,906	-21,906	-100%	$588.4K	—	—	—
Quantbot Technologies LP	N/A	—	20,869	-20,869	-100%	$560.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	20,457	-20,457	-100%	$550.0K	—	—	—
Private Advisor Group, LLC	N/A	—	19,869	-19,869	-100%	$533.7K	—	—	—
Engineers Gate Manager LP	N/A	—	18,053	-18,053	-100%	$484.9K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	17,448	-17,448	-100%	$468.7K	—	—	—
Rafferty Asset Management, LLC	N/A	—	16,409	-16,409	-100%	$440.7K	—	—	—
Planning Center, Inc.	N/A	—	16,283	-16,283	-100%	$437.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	15,426	-15,426	-100%	$414.3K	—	—	—
Royal Bank of Canada	N/A	—	15,013	-15,013	-100%	$403.0K	—	—	—
Empowered Funds, LLC	N/A	—	14,148	-14,148	-100%	$380.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	12,315	-12,315	-100%	$330.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	11,563	-11,563	-100%	$310.6K	—	—	—
JPMorgan Chase & Co	N/A	—	11,502	-11,502	-100%	$307.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,322	-11,322	-100%	$304.1K	—	—	—
New York State Common Retirement Fund	N/A	—	10,646	-10,646	-100%	$286.0K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	10,632	-10,632	-100%	$285.6K	—	—	—
Virtu Financial LLC	N/A	—	10,540	-10,540	-100%	$283.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	10,462	-10,462	-100%	$281.0K	—	—	—
Composition Wealth, LLC	N/A	—	10,396	-10,396	-100%	$279.2K	—	—	—
SG Americas Securities, LLC	N/A	—	9,872	-9,872	-100%	$265.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	9,175	-9,175	-100%	$246.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,558	-8,558	-100%	$229.9K	—	—	—
IEQ Capital, LLC	N/A	—	8,440	-8,440	-100%	$226.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	7,483	-7,483	-100%	$201.0K	—	—	—
Curi Capital, LLC	N/A	—	7,478	-7,478	-100%	$200.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,553	-6,553	-100%	$176.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,484	-4,484	-100%	$120.4K	—	—	—
Legal & General Group Plc	N/A	—	2,370	-2,370	-100%	$63.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,114	-2,114	-100%	$56.8K	—	—	—
Kerr Financial Planning Corp	N/A	—	1,577	-1,577	-100%	$42.4K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	995	-995	-100%	$26.7K	—	—	—
Arax Advisory Partners	N/A	—	762	-762	-100%	$20.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	723	-723	-100%	$19.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	540	-540	-100%	$14.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	539	-539	-100%	$14.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	379	-379	-100%	$10.2K	—	—	—
California State Teachers Retirement System	N/A	—	323	-323	-100%	$8.7K	—	—	—
Federated Hermes, Inc.	N/A	—	314	-314	-100%	$8.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	166	-166	-100%	$4.5K	—	—	—
Rothschild Investment LLC	N/A	—	105	-105	-100%	$2.8K	—	—	—
Picton Mahoney Asset Management	N/A	—	73	-73	-100%	$2.0K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.4K	—	—	—
Rialto Wealth Management, LLC	N/A	—	22	-22	-100%	$591	—	—	—

Showing 152 of 152 institutions