CIA Paranaense de Ener (ELPC)

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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Letko, Brosseau & Associates Inc

INCREASED

Shares7,811,697 from 7,333,972

Change+477,725 (+7%)

Value$97.0M (+$11.6M)

Filed 2026-11-06

Robeco Institutional Asset Management B.V.

DECREASED

Shares594,215 from 899,902

Change-305,687 (-34%)

Value$7.4M (-$3.1M)

Filed 2026-10-20

Dimensional Fund Advisors LP

INCREASED

Shares240,815 from 218,014

Change+22,801 (+10%)

Value$3.0M (+$441.4K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares215,835 from 195,141

Change+20,694 (+11%)

Value$2.7M (+$407.3K)

Filed 2026-11-02

Ethic Inc.

INCREASED

Shares198,184 from 154,281

Change+43,903 (+28%)

Value$2.5M (+$664.1K)

Filed 2026-11-03

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares107,842 from 107,621

Change+221 (+0%)

Value$1.3M (+$85.6K)

Filed 2026-10-13

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares80,731 from 108,387

Change-27,656 (-26%)

Value$1.0M (-$260.0K)

Filed 2026-11-03

Blue Trust, Inc.

DECREASED

Shares42,228 from 44,790

Change-2,562 (-6%)

Value$524.5K (+$2.7K)

Filed 2026-10-15

LPL Financial LLC

DECREASED

Shares33,086 from 52,629

Change-19,543 (-37%)

Value$410.9K (-$202.2K)

Filed 2026-11-06

Russell Investments Group, Ltd.

UNCHANGED

Shares31,980 from 31,980

Change0 (0%)

Value$397.2K (+$24.6K)

Filed 2026-11-06

Abacus Wealth Partners, LLC

DECREASED

Shares31,808 from 32,868

Change-1,060 (-3%)

Value$395.1K (+$12.1K)

Filed 2026-11-03

Quadrant Capital Group LLC

DECREASED

Shares30,801 from 30,995

Change-194 (-1%)

Value$431.2K (+$70.1K)

Filed 2026-10-20

Eurizon Capital SGR S.p.A.

INCREASED

Shares30,259 from 12,372

Change+17,887 (+145%)

Value$369.2K (+$223.2K)

Filed 2026-11-06

Ascent Group, LLC

NEW

Shares23,760

Change+23,760

Value$295.1K

Filed 2026-10-30

Savant Capital, LLC

INCREASED

Shares23,227 from 15,973

Change+7,254 (+45%)

Value$288.5K (+$102.4K)

Filed 2026-11-06

First Affirmative Financial Network

NEW

Shares23,089

Change+23,089

Value$286.8K

Filed 2026-10-21

Citigroup Inc

INCREASED

Shares20,751 from 18,716

Change+2,035 (+11%)

Value$257.7K (+$39.7K)

Filed 2026-11-04

PDS Planning, Inc

DECREASED

Shares20,578 from 21,051

Change-473 (-2%)

Value$255.6K (+$10.3K)

Filed 2026-11-03

Wealth Architects, LLC

DECREASED

Shares20,346 from 21,201

Change-855 (-4%)

Value$252.7K (+$5.7K)

Filed 2026-11-03

Signaturefd, LLC

DECREASED

Shares19,927 from 20,186

Change-259 (-1%)

Value$247.5K (+$12.3K)

Filed 2026-10-23

Barclays PLC

NEW

Shares17,474

Change+17,474

Value$217.0K

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares17,265 from 14,186

Change+3,079 (+22%)

Value$214.4K (+$49.2K)

Filed 2026-10-08

Allworth Financial LP

INCREASED

Shares17,080 from 17,018

Change+62 (+0%)

Value$199.0K (+$722)

Filed 2026-11-06

Principal Financial Group Inc

DECREASED

Shares16,844 from 40,065

Change-23,221 (-58%)

Value$209.2K (-$257.6K)

Filed 2026-11-02

PNC Financial Services Group, Inc.

INCREASED

Shares16,284 from 15,498

Change+786 (+5%)

Value$202.2K (+$21.7K)

Filed 2026-11-06

Profund Advisors LLC

DECREASED

Shares14,872 from 15,181

Change-309 (-2%)

Value$184.7K (+$7.9K)

Filed 2026-10-29

Greenspring Advisors, LLC

INCREASED

Shares13,351 from 13,148

Change+203 (+2%)

Value$165.8K (+$12.6K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares11,958 from 15,069

Change-3,111 (-21%)

Value$148.5K (-$27.0K)

Filed 2026-11-05

SmartHarvest Portfolios, LLC

DECREASED

Shares11,766 from 12,280

Change-514 (-4%)

Value$146.1K (+$3.1K)

Filed 2026-10-26

Compound Planning, Inc.

NEW

Shares11,448

Change+11,448

Value$142.2K

Filed 2026-11-05

Triad Wealth Partners, LLC

NEW

Shares10,844

Change+10,844

Value$134.7K

Filed 2026-10-26

Parallel Advisors, LLC

DECREASED

Shares7,214 from 7,580

Change-366 (-5%)

Value$89.6K (+$1.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares6,964 from 6,853

Change+111 (+2%)

Value$86.5K (+$6.6K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares4,886 from 3,473

Change+1,413 (+41%)

Value$60.7K (+$20.2K)

Filed 2026-11-04

FNY Investment Advisers, LLC

NEW

Shares4,000

Change+4,000

Value$49

Filed 2026-10-16

Larson Financial Group LLC

INCREASED

Shares3,587 from 1,674

Change+1,913 (+114%)

Value$44.6K (+$25.0K)

Filed 2026-11-05

Triumph Capital Management

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$24.8K (+$1.5K)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,915 from 1,915

Change0 (0%)

Value$23.8K (+$1.5K)

Filed 2026-10-27

Asset Dedication, LLC

UNCHANGED

Shares1,152 from 1,152

Change0 (0%)

Value$14.3K (+$887)

Filed 2026-11-03

Private Trust Co NA

DECREASED

Shares1,077 from 1,387

Change-310 (-22%)

Value$13.4K (-$2.8K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares540 from 393

Change+147 (+37%)

Value$6.7K (+$2.1K)

Filed 2026-10-21

Financial Consulate, Inc

DECREASED

Shares522 from 562

Change-40 (-7%)

Value$6.5K (-$64)

Filed 2026-10-23

Silver Grove Financial Group, Inc.

INCREASED

Shares419 from 266

Change+153 (+58%)

Value$5.2K (+$2.1K)

Filed 2026-11-05

Bare Financial Services, Inc

NEW

Shares382

Change+382

Value$4.7K

Filed 2026-11-04

Bell Investment Advisors, Inc

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$4.7K (+$293)

Filed 2026-10-29

Nisa Investment Advisors, LLC

INCREASED

Shares337 from 295

Change+42 (+14%)

Value$4.2K (+$748)

Filed 2026-10-20

SBI Securities Co., Ltd.

INCREASED

Shares292 from 202

Change+90 (+45%)

Value$3.6K (+$1.3K)

Filed 2026-10-22

Ascentis Wealth Management, LLC

NEW

Shares255

Change+255

Value$3.2K

Filed 2026-11-03

Parkside Financial Bank & Trust

INCREASED

Shares250 from 180

Change+70 (+39%)

Value$3.1K (+$1.0K)

Filed 2026-10-27

Versant Capital Management, Inc

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$1.6K (+$101)

Filed 2026-10-02

Westside Investment Management, Inc.

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$1.4K (+$88)

Filed 2026-11-02

True Wealth Design, LLC

DECREASED

Shares105 from 188

Change-83 (-44%)

Value$1.3K (-$886)

Filed 2026-10-13

JFS Wealth Advisors, LLC

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$1.1K (+$70)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares9

Change+9

Value$112

Filed 2026-10-21

R Squared Ltd

CLOSED

Shares0 from 19,167

Change-19,167 (-100%)

Value$0 (-$223.3K)

Filed 2026-11-06

Altar Rock LLC

CLOSED

Shares0 from 10,263

Change-10,263 (-100%)

Value$0 (-$120.6K)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 176

Change-176 (-100%)

Value$0 (-$2.1K)

Filed 2026-10-23

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 45

Change-45 (-100%)

Value$0 (-$525)

Filed 2026-10-20

BlackRock, Inc.

N/A

Shares— from 3,051,924

Change-3,051,924 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,027,683

Change-2,027,683 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,012,290

Change-1,012,290 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 624,555

Change-624,555 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 504,295

Change-504,295 (-100%)

Value—

SPX Gestao de Recursos Ltda

N/A

Shares— from 466,331

Change-466,331 (-100%)

Value—

State Street Corp

N/A

Shares— from 426,238

Change-426,238 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 285,180

Change-285,180 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 249,917

Change-249,917 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 242,572

Change-242,572 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 163,642

Change-163,642 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 130,762

Change-130,762 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 118,479

Change-118,479 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 117,921

Change-117,921 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 111,889

Change-111,889 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 107,149

Change-107,149 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 105,747

Change-105,747 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 92,993

Change-92,993 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 83,173

Change-83,173 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 76,148

Change-76,148 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 75,337

Change-75,337 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 74,352

Change-74,352 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 67,570

Change-67,570 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 59,820

Change-59,820 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 55,058

Change-55,058 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 54,631

Change-54,631 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 54,442

Change-54,442 (-100%)

Value—

Banque Cantonale Vaudoise

N/A

Shares— from 45,584

Change-45,584 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 40,323

Change-40,323 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 38,746

Change-38,746 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 38,631

Change-38,631 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 37,870

Change-37,870 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 35,520

Change-35,520 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 35,409

Change-35,409 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 35,086

Change-35,086 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 33,138

Change-33,138 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 32,607

Change-32,607 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 29,654

Change-29,654 (-100%)

Value—

UBS Group AG

N/A

Shares— from 26,640

Change-26,640 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 25,146

Change-25,146 (-100%)

Value—

BlueCrest Capital Management Ltd

N/A

Shares— from 24,981

Change-24,981 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 21,660

Change-21,660 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 21,549

Change-21,549 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 20,037

Change-20,037 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 19,737

Change-19,737 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 18,324

Change-18,324 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 18,120

Change-18,120 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 17,948

Change-17,948 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 17,389

Change-17,389 (-100%)

Value—

BSW Wealth Partners

N/A

Shares— from 16,671

Change-16,671 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 16,631

Change-16,631 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 14,961

Change-14,961 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 14,807

Change-14,807 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,492

Change-14,492 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 13,998

Change-13,998 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 13,938

Change-13,938 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 13,392

Change-13,392 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 13,328

Change-13,328 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 12,948

Change-12,948 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 12,947

Change-12,947 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 12,636

Change-12,636 (-100%)

Value—

Wexford Capital LP

N/A

Shares— from 12,525

Change-12,525 (-100%)

Value—

West Family Investments, Inc.

N/A

Shares— from 12,363

Change-12,363 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,184

Change-12,184 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 11,542

Change-11,542 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 10,673

Change-10,673 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 8,907

Change-8,907 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 5,177

Change-5,177 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,083

Change-5,083 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,708

Change-4,708 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,712

Change-2,712 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2,653

Change-2,653 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 2,278

Change-2,278 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,725

Change-1,725 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,695

Change-1,695 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 1,612

Change-1,612 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,049

Change-1,049 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 509

Change-509 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 450

Change-450 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 413

Change-413 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 364

Change-364 (-100%)

Value—

NFJ Investment Group, LLC

N/A

Shares— from 246

Change-246 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 228

Change-228 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 166

Change-166 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 120

Change-120 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 60

Change-60 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 52

Change-52 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Letko, Brosseau & Associates Inc	INCREASED	7,811,697	7,333,972	+477,725	+7%	$85.4M	$97.0M	+$11.6M	2026-11-06
Robeco Institutional Asset Management B.V.	DECREASED	594,215	899,902	-305,687	-34%	$10.5M	$7.4M	-$3.1M	2026-10-20
Dimensional Fund Advisors LP	INCREASED	240,815	218,014	+22,801	+10%	$2.5M	$3.0M	+$441.4K	2026-11-04
Creative Planning	INCREASED	215,835	195,141	+20,694	+11%	$2.3M	$2.7M	+$407.3K	2026-11-02
Ethic Inc.	INCREASED	198,184	154,281	+43,903	+28%	$1.8M	$2.5M	+$664.1K	2026-11-03
Hennion & Walsh Asset Management, Inc.	INCREASED	107,842	107,621	+221	+0%	$1.3M	$1.3M	+$85.6K	2026-10-13
Mirae Asset Global Investments Co., Ltd.	DECREASED	80,731	108,387	-27,656	-26%	$1.3M	$1.0M	-$260.0K	2026-11-03
Blue Trust, Inc.	DECREASED	42,228	44,790	-2,562	-6%	$521.8K	$524.5K	+$2.7K	2026-10-15
LPL Financial LLC	DECREASED	33,086	52,629	-19,543	-37%	$613.1K	$410.9K	-$202.2K	2026-11-06
Russell Investments Group, Ltd.	UNCHANGED	31,980	31,980	0	0%	$372.6K	$397.2K	+$24.6K	2026-11-06
Abacus Wealth Partners, LLC	DECREASED	31,808	32,868	-1,060	-3%	$382.9K	$395.1K	+$12.1K	2026-11-03
Quadrant Capital Group LLC	DECREASED	30,801	30,995	-194	-1%	$361.1K	$431.2K	+$70.1K	2026-10-20
Eurizon Capital SGR S.p.A.	INCREASED	30,259	12,372	+17,887	+145%	$146.0K	$369.2K	+$223.2K	2026-11-06
Ascent Group, LLC	NEW	23,760	—	+23,760	—	—	$295.1K	—	2026-10-30
Savant Capital, LLC	INCREASED	23,227	15,973	+7,254	+45%	$186.1K	$288.5K	+$102.4K	2026-11-06
First Affirmative Financial Network	NEW	23,089	—	+23,089	—	—	$286.8K	—	2026-10-21
Citigroup Inc	INCREASED	20,751	18,716	+2,035	+11%	$218.0K	$257.7K	+$39.7K	2026-11-04
PDS Planning, Inc	DECREASED	20,578	21,051	-473	-2%	$245.2K	$255.6K	+$10.3K	2026-11-03
Wealth Architects, LLC	DECREASED	20,346	21,201	-855	-4%	$247.0K	$252.7K	+$5.7K	2026-11-03
Signaturefd, LLC	DECREASED	19,927	20,186	-259	-1%	$235.2K	$247.5K	+$12.3K	2026-10-23
Barclays PLC	NEW	17,474	—	+17,474	—	—	$217.0K	—	2026-11-06
Gamma Investing LLC	INCREASED	17,265	14,186	+3,079	+22%	$165.3K	$214.4K	+$49.2K	2026-10-08
Allworth Financial LP	INCREASED	17,080	17,018	+62	+0%	$198.3K	$199.0K	+$722	2026-11-06
Principal Financial Group Inc	DECREASED	16,844	40,065	-23,221	-58%	$466.8K	$209.2K	-$257.6K	2026-11-02
PNC Financial Services Group, Inc.	INCREASED	16,284	15,498	+786	+5%	$180.6K	$202.2K	+$21.7K	2026-11-06
Profund Advisors LLC	DECREASED	14,872	15,181	-309	-2%	$176.9K	$184.7K	+$7.9K	2026-10-29
Greenspring Advisors, LLC	INCREASED	13,351	13,148	+203	+2%	$153.2K	$165.8K	+$12.6K	2026-11-05
US Bancorp \de\	DECREASED	11,958	15,069	-3,111	-21%	$175.6K	$148.5K	-$27.0K	2026-11-05
SmartHarvest Portfolios, LLC	DECREASED	11,766	12,280	-514	-4%	$143.1K	$146.1K	+$3.1K	2026-10-26
Compound Planning, Inc.	NEW	11,448	—	+11,448	—	—	$142.2K	—	2026-11-05
Triad Wealth Partners, LLC	NEW	10,844	—	+10,844	—	—	$134.7K	—	2026-10-26
Parallel Advisors, LLC	DECREASED	7,214	7,580	-366	-5%	$88.3K	$89.6K	+$1.3K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	6,964	6,853	+111	+2%	$79.9K	$86.5K	+$6.6K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	4,886	3,473	+1,413	+41%	$40.5K	$60.7K	+$20.2K	2026-11-04
FNY Investment Advisers, LLC	NEW	4,000	—	+4,000	—	—	$49	—	2026-10-16
Larson Financial Group LLC	INCREASED	3,587	1,674	+1,913	+114%	$19.5K	$44.6K	+$25.0K	2026-11-05
Triumph Capital Management	UNCHANGED	2,000	2,000	0	0%	$23.3K	$24.8K	+$1.5K	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,915	1,915	0	0%	$22.3K	$23.8K	+$1.5K	2026-10-27
Asset Dedication, LLC	UNCHANGED	1,152	1,152	0	0%	$13.4K	$14.3K	+$887	2026-11-03
Private Trust Co NA	DECREASED	1,077	1,387	-310	-22%	$16.2K	$13.4K	-$2.8K	2026-10-20
Assetmark, Inc	INCREASED	540	393	+147	+37%	$4.6K	$6.7K	+$2.1K	2026-10-21
Financial Consulate, Inc	DECREASED	522	562	-40	-7%	$6.6K	$6.5K	-$64	2026-10-23
Silver Grove Financial Group, Inc.	INCREASED	419	266	+153	+58%	$3.1K	$5.2K	+$2.1K	2026-11-05
Bare Financial Services, Inc	NEW	382	—	+382	—	—	$4.7K	—	2026-11-04
Bell Investment Advisors, Inc	UNCHANGED	380	380	0	0%	$4.4K	$4.7K	+$293	2026-10-29
Nisa Investment Advisors, LLC	INCREASED	337	295	+42	+14%	$3.5K	$4.2K	+$748	2026-10-20
SBI Securities Co., Ltd.	INCREASED	292	202	+90	+45%	$2.4K	$3.6K	+$1.3K	2026-10-22
Ascentis Wealth Management, LLC	NEW	255	—	+255	—	—	$3.2K	—	2026-11-03
Parkside Financial Bank & Trust	INCREASED	250	180	+70	+39%	$2.1K	$3.1K	+$1.0K	2026-10-27
Versant Capital Management, Inc	UNCHANGED	132	132	0	0%	$1.5K	$1.6K	+$101	2026-10-02
Westside Investment Management, Inc.	UNCHANGED	114	114	0	0%	$1.3K	$1.4K	+$88	2026-11-02
True Wealth Design, LLC	DECREASED	105	188	-83	-44%	$2.2K	$1.3K	-$886	2026-10-13
JFS Wealth Advisors, LLC	UNCHANGED	91	91	0	0%	$1.1K	$1.1K	+$70	2026-11-03
Root Financial Partners, LLC	NEW	9	—	+9	—	—	$112	—	2026-10-21
R Squared Ltd	CLOSED	0	19,167	-19,167	-100%	$223.3K	$0	-$223.3K	2026-11-06
Altar Rock LLC	CLOSED	0	10,263	-10,263	-100%	$120.6K	$0	-$120.6K	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	176	-176	-100%	$2.1K	$0	-$2.1K	2026-10-23
Physician Wealth Advisors, Inc.	CLOSED	0	45	-45	-100%	$525	$0	-$525	2026-10-20
BlackRock, Inc.	N/A	—	3,051,924	-3,051,924	-100%	$35.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,027,683	-2,027,683	-100%	$23.6M	—	—	—
Morgan Stanley	N/A	—	1,012,290	-1,012,290	-100%	$11.8M	—	—	—
Bank of America Corp	N/A	—	624,555	-624,555	-100%	$7.3M	—	—	—
Quantinno Capital Management LP	N/A	—	504,295	-504,295	-100%	$5.9M	—	—	—
SPX Gestao de Recursos Ltda	N/A	—	466,331	-466,331	-100%	$5.4M	—	—	—
State Street Corp	N/A	—	426,238	-426,238	-100%	$5.0M	—	—	—
HSBC Holdings PLC	N/A	—	285,180	-285,180	-100%	$3.3M	—	—	—
American Century Companies Inc	N/A	—	249,917	-249,917	-100%	$2.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	242,572	-242,572	-100%	$2.8M	—	—	—
Vident Advisory, LLC	N/A	—	163,642	-163,642	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	130,762	-130,762	-100%	$1.5M	—	—	—
Optiver Holding B.V.	N/A	—	118,479	-118,479	-100%	$1.4M	—	—	—
Van Eck Associates Corp	N/A	—	117,921	-117,921	-100%	$1.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	111,889	-111,889	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	107,149	-107,149	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	105,747	-105,747	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	92,993	-92,993	-100%	$1.1M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	83,173	-83,173	-100%	$969.0K	—	—	—
Rhumbline Advisers	N/A	—	76,148	-76,148	-100%	$887.1K	—	—	—
Ameriprise Financial Inc	N/A	—	75,337	-75,337	-100%	$905.5K	—	—	—
SEI Investments Co	N/A	—	74,352	-74,352	-100%	$866.1K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	67,570	-67,570	-100%	$787.2K	—	—	—
AQR Capital Management LLC	N/A	—	59,820	-59,820	-100%	$696.9K	—	—	—
Mariner, LLC	N/A	—	55,058	-55,058	-100%	$641.4K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	54,631	-54,631	-100%	$660.7K	—	—	—
IEQ Capital, LLC	N/A	—	54,442	-54,442	-100%	$634.3K	—	—	—
Banque Cantonale Vaudoise	N/A	—	45,584	-45,584	-100%	$531.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	40,323	-40,323	-100%	$469.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	38,746	-38,746	-100%	$451.4K	—	—	—
Metis Global Partners, LLC	N/A	—	38,631	-38,631	-100%	$450.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	37,870	-37,870	-100%	$441.2K	—	—	—
XTX Topco Ltd	N/A	—	35,520	-35,520	-100%	$413.8K	—	—	—
HRT Financial LP	N/A	—	35,409	-35,409	-100%	$412.0K	—	—	—
Nuveen, LLC	N/A	—	35,086	-35,086	-100%	$408.8K	—	—	—
PCM Encore, LLC	N/A	—	33,138	-33,138	-100%	$386.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	32,607	-32,607	-100%	$379.9K	—	—	—
Ballentine Partners, LLC	N/A	—	29,654	-29,654	-100%	$345.5K	—	—	—
UBS Group AG	N/A	—	26,640	-26,640	-100%	$310.4K	—	—	—
Northern Trust Corp	N/A	—	25,146	-25,146	-100%	$293.0K	—	—	—
BlueCrest Capital Management Ltd	N/A	—	24,981	-24,981	-100%	$291.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	21,660	-21,660	-100%	$252.3K	—	—	—
Syon Capital LLC	N/A	—	21,549	-21,549	-100%	$251.0K	—	—	—
Schroder Investment Management Group	N/A	—	20,037	-20,037	-100%	$236.2K	—	—	—
Invesco Ltd.	N/A	—	19,737	-19,737	-100%	$229.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	18,324	-18,324	-100%	$213.5K	—	—	—
First Trust Advisors LP	N/A	—	18,120	-18,120	-100%	$211.1K	—	—	—
Hantz Financial Services, Inc.	N/A	—	17,948	-17,948	-100%	$209.0K	—	—	—
Clearbridge Investments, LLC	N/A	—	17,389	-17,389	-100%	$202.6K	—	—	—
BSW Wealth Partners	N/A	—	16,671	-16,671	-100%	$194.2K	—	—	—
Caprock Group, LLC	N/A	—	16,631	-16,631	-100%	$196.9K	—	—	—
QRG Capital Management, Inc.	N/A	—	14,961	-14,961	-100%	$174.3K	—	—	—
Engineers Gate Manager LP	N/A	—	14,807	-14,807	-100%	$172.5K	—	—	—
FMR LLC	N/A	—	14,492	-14,492	-100%	$168.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	13,998	-13,998	-100%	$163.1K	—	—	—
Cerity Partners LLC	N/A	—	13,938	-13,938	-100%	$162.4K	—	—	—
SageGuard Financial Group, LLC	N/A	—	13,392	-13,392	-100%	$156.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	13,328	-13,328	-100%	$155.3K	—	—	—
PFG Investments, LLC	N/A	—	12,948	-12,948	-100%	$150.8K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	12,947	-12,947	-100%	$150.8K	—	—	—
Venturi Wealth Management, LLC	N/A	—	12,636	-12,636	-100%	$147.2K	—	—	—
Wexford Capital LP	N/A	—	12,525	-12,525	-100%	$145.9K	—	—	—
West Family Investments, Inc.	N/A	—	12,363	-12,363	-100%	$144.0K	—	—	—
Focus Partners Wealth	N/A	—	12,184	-12,184	-100%	$142.1K	—	—	—
JPMorgan Chase & Co	N/A	—	11,542	-11,542	-100%	$136.1K	—	—	—
Two Sigma Investments, LP	N/A	—	10,673	-10,673	-100%	$124.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	8,907	-8,907	-100%	$103.8K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	5,177	-5,177	-100%	$60.3K	—	—	—
Arax Advisory Partners	N/A	—	5,083	-5,083	-100%	$59.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,708	-4,708	-100%	$54.8K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	2,800	-2,800	-100%	$32.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,712	-2,712	-100%	$31.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	2,653	-2,653	-100%	$31.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	2,278	-2,278	-100%	$26.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,725	-1,725	-100%	$20.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,695	-1,695	-100%	$19.7K	—	—	—
Elequin Capital, LP	N/A	—	1,612	-1,612	-100%	$18.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,049	-1,049	-100%	$12.2K	—	—	—
Royal Bank of Canada	N/A	—	509	-509	-100%	$6.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	450	-450	-100%	$5.2K	—	—	—
Wells Fargo & Company	N/A	—	413	-413	-100%	$4.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	364	-364	-100%	$4.2K	—	—	—
NFJ Investment Group, LLC	N/A	—	246	-246	-100%	$2.9K	—	—	—
Fiduciary Financial Advisors	N/A	—	228	-228	-100%	$2.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	166	-166	-100%	$2.0K	—	—	—
Harbour Investments, Inc.	N/A	—	120	-120	-100%	$1.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	60	-60	-100%	$699	—	—	—
Bessemer Group Inc	N/A	—	52	-52	-100%	$1	—	—	—
LRI Investments, LLC	N/A	—	11	-11	-100%	$128	—	—	—
IMA Advisory Services, Inc.	N/A	—	8	-8	-100%	$93	—	—	—

Showing 148 of 148 institutions