Consensus Cloud Solution (CCSI)

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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New South Capital Management Inc

DECREASED

Shares369,182 from 629,106

Change-259,924 (-41%)

Value$12.9M (-$11.1M)

Filed 2026-11-05

Dimensional Fund Advisors LP

INCREASED

Shares366,382 from 350,907

Change+15,475 (+4%)

Value$12.8M (-$600.9K)

Filed 2026-11-04

Ballast Asset Management, LP

DECREASED

Shares159,573 from 164,457

Change-4,884 (-3%)

Value$5.6M (-$704.9K)

Filed 2026-11-04

Chicago Capital, LLC

UNCHANGED

Shares135,297 from 135,297

Change0 (0%)

Value$4.7M (-$439.7K)

Filed 2026-10-13

Bridge City Capital, LLC

INCREASED

Shares89,342 from 75,479

Change+13,863 (+18%)

Value$3.1M (+$238.5K)

Filed 2026-10-29

Bank of New York Mellon Corp

DECREASED

Shares80,935 from 81,638

Change-703 (-1%)

Value$2.8M (-$289.9K)

Filed 2026-11-05

Verdence Capital Advisors LLC

INCREASED

Shares30,562 from 30,133

Change+429 (+1%)

Value$1.1M (-$83.0K)

Filed 2026-10-26

Principal Financial Group Inc

DECREASED

Shares24,582 from 41,034

Change-16,452 (-40%)

Value$857.9K (-$707.5K)

Filed 2026-11-02

Ritholtz Wealth Management

INCREASED

Shares23,126 from 22,802

Change+324 (+1%)

Value$807.1K (-$62.8K)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$767.8K (-$71.5K)

Filed 2026-10-27

Prospera Financial Services Inc

DECREASED

Shares20,759 from 21,418

Change-659 (-3%)

Value$775.1K (-$42.0K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares20,642 from 14,959

Change+5,683 (+38%)

Value$720.4K (+$149.7K)

Filed 2026-10-28

Achmea Investment Management B.V.

NEW

Shares16,400

Change+16,400

Value$572.8K

Filed 2026-10-30

Creative Planning

INCREASED

Shares16,352 from 15,999

Change+353 (+2%)

Value$570.7K (-$39.7K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

INCREASED

Shares15,279 from 14,678

Change+601 (+4%)

Value$533.2K (-$26.7K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares13,254 from 13,448

Change-194 (-1%)

Value$485.4K (-$19.1K)

Filed 2026-10-13

Savant Capital, LLC

NEW

Shares13,176

Change+13,176

Value$459.8K

Filed 2026-11-06

Barclays PLC

INCREASED

Shares10,417 from 2,482

Change+7,935 (+320%)

Value$363.6K (+$268.9K)

Filed 2026-11-06

Kendall Capital Management

INCREASED

Shares9,930 from 9,630

Change+300 (+3%)

Value$346.6K (-$20.8K)

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares9,712 from 9,361

Change+351 (+4%)

Value$338.9K (-$18.2K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares9,288 from 9,288

Change0 (0%)

Value$324.2K (-$30.2K)

Filed 2026-10-20

Bailard, Inc.

UNCHANGED

Shares8,200 from 8,200

Change0 (0%)

Value$286.2K (-$26.7K)

Filed 2026-10-13

Exchange Traded Concepts, LLC

INCREASED

Shares7,755 from 7,752

Change+3 (+0%)

Value$270.7K (-$25.1K)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares5,421 from 8,428

Change-3,007 (-36%)

Value$189.2K (-$132.3K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares5,042 from 5,042

Change0 (0%)

Value$176.0K (-$16.4K)

Filed 2026-11-05

State of Alaska, Department of Revenue

INCREASED

Shares3,098 from 2,142

Change+956 (+45%)

Value$107 (-$80.9K)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares1,093 from 972

Change+121 (+12%)

Value$38.1K (+$1.1K)

Filed 2026-10-08

Farther Finance Advisors, LLC

DECREASED

Shares829 from 2,075

Change-1,246 (-60%)

Value$28.9K (-$50.2K)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

INCREASED

Shares783 from 470

Change+313 (+67%)

Value$27 (-$18.0K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares721 from 657

Change+64 (+10%)

Value$25.2K (+$98)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares627 from 347

Change+280 (+81%)

Value$21.9K (+$8.6K)

Filed 2026-10-23

GHP Investment Advisors, Inc.

UNCHANGED

Shares599 from 599

Change0 (0%)

Value$20.9K (-$1.9K)

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares389 from 391

Change-2 (-1%)

Value$13.6K (-$1.3K)

Filed 2026-11-04

Clearstead Advisors, LLC

UNCHANGED

Shares366 from 366

Change0 (0%)

Value$12.8K (-$1.2K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares260 from 4

Change+256 (+6400%)

Value$9.1K (+$8.9K)

Filed 2026-10-22

Covestor Ltd

DECREASED

Shares236 from 331

Change-95 (-29%)

Value$8 (-$5)

Filed 2026-10-30

Versant Capital Management, Inc

INCREASED

Shares233 from 206

Change+27 (+13%)

Value$8.1K (+$273)

Filed 2026-10-02

US Bancorp \de\

INCREASED

Shares202 from 34

Change+168 (+494%)

Value$7.1K (+$5.8K)

Filed 2026-11-05

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares199 from 199

Change0 (0%)

Value$6.9K (-$647)

Filed 2026-10-23

Owl Creek Wealth Partners LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$5.6K (-$520)

Filed 2026-10-20

PNC Financial Services Group, Inc.

DECREASED

Shares153 from 8,007

Change-7,854 (-98%)

Value$5.3K (-$300.1K)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares109 from 4

Change+105 (+2625%)

Value$3.8K (+$3.7K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares87 from 87

Change0 (0%)

Value$3.0K (-$283)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$3.0K (-$280)

Filed 2026-10-27

Mather Group, Llc.

NEW

Shares82

Change+82

Value$2.9K

Filed 2026-10-14

First Horizon Corp

DECREASED

Shares70 from 89

Change-19 (-21%)

Value$2.4K (-$953)

Filed 2026-10-26

Private Trust Co NA

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$1.5K (-$136)

Filed 2026-10-20

True Wealth Design, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$1.2K (-$114)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares29

Change+29

Value$1.0K

Filed 2026-10-21

Elevated Capital Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$593 (-$56)

Filed 2026-11-04

Assetmark, Inc

INCREASED

Shares16 from 4

Change+12 (+300%)

Value$558 (+$405)

Filed 2026-10-21

Provenance Wealth Advisors, LLC

NEW

Shares8

Change+8

Value$279

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$70 (-$6)

Filed 2026-10-16

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 33,345

Change-33,345 (-100%)

Value$0 (-$1.3M)

Filed 2026-10-19

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 18,387

Change-18,387 (-100%)

Value$0 (-$669)

Filed 2026-11-04

Alps Advisors Inc

CLOSED

Shares0 from 16,681

Change-16,681 (-100%)

Value$0 (-$636.4K)

Filed 2026-11-03

Larson Financial Group LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$153)

Filed 2026-11-05

Jupiter Topco LLC

N/A

Shares— from 2,489,846

Change-2,489,846 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 1,836,854

Change-1,836,854 (-100%)

Value—

Gates Capital Management, Inc.

N/A

Shares— from 1,644,274

Change-1,644,274 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,380,763

Change-1,380,763 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 833,600

Change-833,600 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 782,780

Change-782,780 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 661,154

Change-661,154 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 477,161

Change-477,161 (-100%)

Value—

State Street Corp

N/A

Shares— from 456,328

Change-456,328 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 372,586

Change-372,586 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 319,109

Change-319,109 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 306,553

Change-306,553 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 262,823

Change-262,823 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 260,904

Change-260,904 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 254,095

Change-254,095 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 230,924

Change-230,924 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 227,187

Change-227,187 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 213,602

Change-213,602 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 211,246

Change-211,246 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 208,992

Change-208,992 (-100%)

Value—

Rice Hall James & Associates, LLC

N/A

Shares— from 205,889

Change-205,889 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 201,563

Change-201,563 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 162,998

Change-162,998 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 135,905

Change-135,905 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 127,274

Change-127,274 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 123,513

Change-123,513 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 96,631

Change-96,631 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 95,865

Change-95,865 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 89,836

Change-89,836 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 85,263

Change-85,263 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 72,180

Change-72,180 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 68,147

Change-68,147 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 66,588

Change-66,588 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 61,078

Change-61,078 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 60,522

Change-60,522 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 59,723

Change-59,723 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 56,001

Change-56,001 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 55,964

Change-55,964 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 55,810

Change-55,810 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 49,527

Change-49,527 (-100%)

Value—

UBS Group AG

N/A

Shares— from 48,588

Change-48,588 (-100%)

Value—

Kennondale Capital Management LLC

N/A

Shares— from 48,390

Change-48,390 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 48,079

Change-48,079 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 48,003

Change-48,003 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 46,579

Change-46,579 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 44,299

Change-44,299 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 43,607

Change-43,607 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 40,125

Change-40,125 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 39,207

Change-39,207 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 36,710

Change-36,710 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 33,907

Change-33,907 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 33,111

Change-33,111 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 33,073

Change-33,073 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 30,539

Change-30,539 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 26,494

Change-26,494 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,394

Change-24,394 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 23,459

Change-23,459 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,564

Change-22,564 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 21,099

Change-21,099 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 21,018

Change-21,018 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 20,588

Change-20,588 (-100%)

Value—

Integrated Investment Consultants, LLC

N/A

Shares— from 19,863

Change-19,863 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 19,726

Change-19,726 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 18,725

Change-18,725 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 18,619

Change-18,619 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 16,620

Change-16,620 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 16,589

Change-16,589 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,962

Change-15,962 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 15,837

Change-15,837 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 15,592

Change-15,592 (-100%)

Value—

Boston Partners

N/A

Shares— from 13,731

Change-13,731 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,887

Change-10,887 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,812

Change-10,812 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,961

Change-9,961 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 9,702

Change-9,702 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,242

Change-9,242 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 8,617

Change-8,617 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 8,408

Change-8,408 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 8,320

Change-8,320 (-100%)

Value—

S&T Bank

N/A

Shares— from 6,733

Change-6,733 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 6,685

Change-6,685 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 6,596

Change-6,596 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 6,537

Change-6,537 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 5,932

Change-5,932 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,160

Change-5,160 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 3,617

Change-3,617 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 2,521

Change-2,521 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,465

Change-2,465 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,273

Change-2,273 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 2,146

Change-2,146 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,843

Change-1,843 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,774

Change-1,774 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,701

Change-1,701 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,622

Change-1,622 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,563

Change-1,563 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,362

Change-1,362 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 627

Change-627 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 443

Change-443 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 316

Change-316 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 275

Change-275 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 249

Change-249 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 102

Change-102 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 96

Change-96 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 50

Change-50 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 46

Change-46 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 17

Change-17 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 5

Change-5 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
New South Capital Management Inc	DECREASED	369,182	629,106	-259,924	-41%	$24.0M	$12.9M	-$11.1M	2026-11-05
Dimensional Fund Advisors LP	INCREASED	366,382	350,907	+15,475	+4%	$13.4M	$12.8M	-$600.9K	2026-11-04
Ballast Asset Management, LP	DECREASED	159,573	164,457	-4,884	-3%	$6.3M	$5.6M	-$704.9K	2026-11-04
Chicago Capital, LLC	UNCHANGED	135,297	135,297	0	0%	$5.2M	$4.7M	-$439.7K	2026-10-13
Bridge City Capital, LLC	INCREASED	89,342	75,479	+13,863	+18%	$2.9M	$3.1M	+$238.5K	2026-10-29
Bank of New York Mellon Corp	DECREASED	80,935	81,638	-703	-1%	$3.1M	$2.8M	-$289.9K	2026-11-05
Verdence Capital Advisors LLC	INCREASED	30,562	30,133	+429	+1%	$1.1M	$1.1M	-$83.0K	2026-10-26
Principal Financial Group Inc	DECREASED	24,582	41,034	-16,452	-40%	$1.6M	$857.9K	-$707.5K	2026-11-02
Ritholtz Wealth Management	INCREASED	23,126	22,802	+324	+1%	$869.9K	$807.1K	-$62.8K	2026-11-05
North Star Investment Management Corp.	UNCHANGED	22,000	22,000	0	0%	$839.3K	$767.8K	-$71.5K	2026-10-27
Prospera Financial Services Inc	DECREASED	20,759	21,418	-659	-3%	$817.1K	$775.1K	-$42.0K	2026-11-04
State of Wyoming	INCREASED	20,642	14,959	+5,683	+38%	$570.7K	$720.4K	+$149.7K	2026-10-28
Achmea Investment Management B.V.	NEW	16,400	—	+16,400	—	—	$572.8K	—	2026-10-30
Creative Planning	INCREASED	16,352	15,999	+353	+2%	$610.4K	$570.7K	-$39.7K	2026-11-02
Allspring Global Investments Holdings, LLC	INCREASED	15,279	14,678	+601	+4%	$560.0K	$533.2K	-$26.7K	2026-11-04
Wealth Enhancement Advisory Services, LLC	DECREASED	13,254	13,448	-194	-1%	$504.4K	$485.4K	-$19.1K	2026-10-13
Savant Capital, LLC	NEW	13,176	—	+13,176	—	—	$459.8K	—	2026-11-06
Barclays PLC	INCREASED	10,417	2,482	+7,935	+320%	$94.7K	$363.6K	+$268.9K	2026-11-06
Kendall Capital Management	INCREASED	9,930	9,630	+300	+3%	$367.4K	$346.6K	-$20.8K	2026-10-23
Sterling Capital Management LLC	INCREASED	9,712	9,361	+351	+4%	$357.1K	$338.9K	-$18.2K	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	9,288	9,288	0	0%	$354.3K	$324.2K	-$30.2K	2026-10-20
Bailard, Inc.	UNCHANGED	8,200	8,200	0	0%	$312.8K	$286.2K	-$26.7K	2026-10-13
Exchange Traded Concepts, LLC	INCREASED	7,755	7,752	+3	+0%	$295.7K	$270.7K	-$25.1K	2026-10-28
Citigroup Inc	DECREASED	5,421	8,428	-3,007	-36%	$321.5K	$189.2K	-$132.3K	2026-11-04
Fifth Third Bancorp	UNCHANGED	5,042	5,042	0	0%	$192.4K	$176.0K	-$16.4K	2026-11-05
State of Alaska, Department of Revenue	INCREASED	3,098	2,142	+956	+45%	$81.0K	$107	-$80.9K	2026-10-15
Gamma Investing LLC	INCREASED	1,093	972	+121	+12%	$37.1K	$38.1K	+$1.1K	2026-10-08
Farther Finance Advisors, LLC	DECREASED	829	2,075	-1,246	-60%	$79.2K	$28.9K	-$50.2K	2026-10-08
Harbor Capital Advisors, Inc.	INCREASED	783	470	+313	+67%	$18.0K	$27	-$18.0K	2026-10-22
Parallel Advisors, LLC	INCREASED	721	657	+64	+10%	$25.1K	$25.2K	+$98	2026-11-03
Signaturefd, LLC	INCREASED	627	347	+280	+81%	$13.2K	$21.9K	+$8.6K	2026-10-23
GHP Investment Advisors, Inc.	UNCHANGED	599	599	0	0%	$22.9K	$20.9K	-$1.9K	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	389	391	-2	-1%	$14.9K	$13.6K	-$1.3K	2026-11-04
Clearstead Advisors, LLC	UNCHANGED	366	366	0	0%	$14.0K	$12.8K	-$1.2K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	260	4	+256	+6400%	$153	$9.1K	+$8.9K	2026-10-22
Covestor Ltd	DECREASED	236	331	-95	-29%	$13	$8	-$5	2026-10-30
Versant Capital Management, Inc	INCREASED	233	206	+27	+13%	$7.9K	$8.1K	+$273	2026-10-02
US Bancorp \de\	INCREASED	202	34	+168	+494%	$1.3K	$7.1K	+$5.8K	2026-11-05
Wilmington Savings Fund Society, FSB	UNCHANGED	199	199	0	0%	$7.6K	$6.9K	-$647	2026-10-23
Owl Creek Wealth Partners LLC	UNCHANGED	160	160	0	0%	$6.1K	$5.6K	-$520	2026-10-20
PNC Financial Services Group, Inc.	DECREASED	153	8,007	-7,854	-98%	$305.5K	$5.3K	-$300.1K	2026-11-06
SJS Investment Consulting Inc.	INCREASED	109	4	+105	+2625%	$153	$3.8K	+$3.7K	2026-10-26
Essential Partners LLC	UNCHANGED	87	87	0	0%	$3.3K	$3.0K	-$283	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	86	86	0	0%	$3.3K	$3.0K	-$280	2026-10-27
Mather Group, Llc.	NEW	82	—	+82	—	—	$2.9K	—	2026-10-14
First Horizon Corp	DECREASED	70	89	-19	-21%	$3.4K	$2.4K	-$953	2026-10-26
Private Trust Co NA	UNCHANGED	42	42	0	0%	$1.6K	$1.5K	-$136	2026-10-20
True Wealth Design, LLC	UNCHANGED	35	35	0	0%	$1.3K	$1.2K	-$114	2026-10-13
Root Financial Partners, LLC	NEW	29	—	+29	—	—	$1.0K	—	2026-10-21
Elevated Capital Advisors, LLC	UNCHANGED	17	17	0	0%	$649	$593	-$56	2026-11-04
Assetmark, Inc	INCREASED	16	4	+12	+300%	$153	$558	+$405	2026-10-21
Provenance Wealth Advisors, LLC	NEW	8	—	+8	—	—	$279	—	2026-10-30
IFP Advisors, Inc	UNCHANGED	2	2	0	0%	$76	$70	-$6	2026-10-16
SummerHaven Investment Management, LLC	CLOSED	0	33,345	-33,345	-100%	$1.3M	$0	-$1.3M	2026-10-19
Jackson Creek Investment Advisors LLC	CLOSED	0	18,387	-18,387	-100%	$669	$0	-$669	2026-11-04
Alps Advisors Inc	CLOSED	0	16,681	-16,681	-100%	$636.4K	$0	-$636.4K	2026-11-03
Larson Financial Group LLC	CLOSED	0	4	-4	-100%	$153	$0	-$153	2026-11-05
Jupiter Topco LLC	N/A	—	2,489,846	-2,489,846	-100%	$95.0M	—	—	—
Heron Bay Capital Management	N/A	—	1,836,854	-1,836,854	-100%	$70.1M	—	—	—
Gates Capital Management, Inc.	N/A	—	1,644,274	-1,644,274	-100%	$62.7M	—	—	—
BlackRock, Inc.	N/A	—	1,380,763	-1,380,763	-100%	$52.7M	—	—	—
LSV Asset Management	N/A	—	833,600	-833,600	-100%	$31.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	782,780	-782,780	-100%	$29.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	661,154	-661,154	-100%	$25.2M	—	—	—
Geode Capital Management, LLC	N/A	—	477,161	-477,161	-100%	$18.2M	—	—	—
State Street Corp	N/A	—	456,328	-456,328	-100%	$17.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	372,586	-372,586	-100%	$14.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	319,109	-319,109	-100%	$12.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	306,553	-306,553	-100%	$11.7M	—	—	—
AQR Capital Management LLC	N/A	—	262,823	-262,823	-100%	$10.0M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	260,904	-260,904	-100%	$10.0M	—	—	—
Morgan Stanley	N/A	—	254,095	-254,095	-100%	$9.7M	—	—	—
Denali Advisors LLC	N/A	—	230,924	-230,924	-100%	$8.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	227,187	-227,187	-100%	$8.7M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	213,602	-213,602	-100%	$8.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	211,246	-211,246	-100%	$8.1M	—	—	—
JPMorgan Chase & Co	N/A	—	208,992	-208,992	-100%	$8.0M	—	—	—
Rice Hall James & Associates, LLC	N/A	—	205,889	-205,889	-100%	$7.9M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	201,563	-201,563	-100%	$7.7M	—	—	—
Northern Trust Corp	N/A	—	162,998	-162,998	-100%	$6.2M	—	—	—
Jane Street Group, LLC	N/A	—	135,905	-135,905	-100%	$5.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	127,274	-127,274	-100%	$4.9M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	123,513	-123,513	-100%	$4.7M	—	—	—
Prudential Financial Inc	N/A	—	96,631	-96,631	-100%	$3.7M	—	—	—
Franklin Resources Inc	N/A	—	95,865	-95,865	-100%	$3.7M	—	—	—
New York State Common Retirement Fund	N/A	—	89,836	-89,836	-100%	$3.4M	—	—	—
Ameriprise Financial Inc	N/A	—	85,263	-85,263	-100%	$3.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	72,180	-72,180	-100%	$2.8M	—	—	—
Victory Capital Management Inc	N/A	—	68,147	-68,147	-100%	$2.6M	—	—	—
SEI Investments Co	N/A	—	66,588	-66,588	-100%	$2.5M	—	—	—
First Trust Advisors LP	N/A	—	61,078	-61,078	-100%	$2.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	60,522	-60,522	-100%	$2.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	59,723	-59,723	-100%	$2.3M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	56,001	-56,001	-100%	$2.1M	—	—	—
Renaissance Technologies LLC	N/A	—	55,964	-55,964	-100%	$2.1M	—	—	—
Cerity Partners LLC	N/A	—	55,810	-55,810	-100%	$2.1M	—	—	—
Two Sigma Investments, LP	N/A	—	49,527	-49,527	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	48,588	-48,588	-100%	$1.9M	—	—	—
Kennondale Capital Management LLC	N/A	—	48,390	-48,390	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	48,079	-48,079	-100%	$1.8M	—	—	—
SG Americas Securities, LLC	N/A	—	48,003	-48,003	-100%	$1.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	46,579	-46,579	-100%	$1.8M	—	—	—
Nuveen, LLC	N/A	—	44,299	-44,299	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	43,607	-43,607	-100%	$1.7M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	40,125	-40,125	-100%	$1.5M	—	—	—
Raymond James Financial Inc	N/A	—	39,207	-39,207	-100%	$1.5M	—	—	—
Arax Advisory Partners	N/A	—	36,710	-36,710	-100%	$1.4M	—	—	—
Invesco Ltd.	N/A	—	33,907	-33,907	-100%	$1.3M	—	—	—
Legato Capital Management LLC	N/A	—	33,111	-33,111	-100%	$1.3M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	33,073	-33,073	-100%	$1.3M	—	—	—
Schroder Investment Management Group	N/A	—	30,539	-30,539	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	26,494	-26,494	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	24,394	-24,394	-100%	$930.6K	—	—	—
Rhumbline Advisers	N/A	—	23,459	-23,459	-100%	$894.9K	—	—	—
XTX Topco Ltd	N/A	—	22,564	-22,564	-100%	$860.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	21,099	-21,099	-100%	$805.0K	—	—	—
Alliancebernstein L.P.	N/A	—	21,018	-21,018	-100%	$499.0K	—	—	—
Deutsche Bank Ag\	N/A	—	20,588	-20,588	-100%	$785.4K	—	—	—
Integrated Investment Consultants, LLC	N/A	—	19,863	-19,863	-100%	$757.8K	—	—	—
Nomura Asset Management International Inc.	N/A	—	19,726	-19,726	-100%	$753.0K	—	—	—
Wells Fargo & Company	N/A	—	18,725	-18,725	-100%	$714.4K	—	—	—
Engineers Gate Manager LP	N/A	—	18,619	-18,619	-100%	$710.3K	—	—	—
American Century Companies Inc	N/A	—	16,620	-16,620	-100%	$634.1K	—	—	—
Federated Hermes, Inc.	N/A	—	16,589	-16,589	-100%	$632.9K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,962	-15,962	-100%	$609.0K	—	—	—
Martingale Asset Management L P	N/A	—	15,837	-15,837	-100%	$604.2K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	15,592	-15,592	-100%	$594.8K	—	—	—
Boston Partners	N/A	—	13,731	-13,731	-100%	$523.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	10,887	-10,887	-100%	$415.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,812	-10,812	-100%	$412.5K	—	—	—
FMR LLC	N/A	—	9,961	-9,961	-100%	$380.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	9,702	-9,702	-100%	$370.1K	—	—	—
Mariner, LLC	N/A	—	9,242	-9,242	-100%	$352.6K	—	—	—
IEQ Capital, LLC	N/A	—	8,617	-8,617	-100%	$328.7K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	8,408	-8,408	-100%	$320.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	8,320	-8,320	-100%	$317.4K	—	—	—
S&T Bank	N/A	—	6,733	-6,733	-100%	$256.9K	—	—	—
Meeder Asset Management Inc	N/A	—	6,685	-6,685	-100%	$255.0K	—	—	—
Pallas Capital Advisors LLC	N/A	—	6,596	-6,596	-100%	$251.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	6,537	-6,537	-100%	$249.4K	—	—	—
Rothschild Wealth LLC	N/A	—	5,932	-5,932	-100%	$226.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,160	-5,160	-100%	$196.9K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	3,617	-3,617	-100%	$138.0K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	2,521	-2,521	-100%	$96.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,465	-2,465	-100%	$94.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,273	-2,273	-100%	$86.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	2,146	-2,146	-100%	$82.0K	—	—	—
Royal Bank of Canada	N/A	—	1,843	-1,843	-100%	$70.0K	—	—	—
Legal & General Group Plc	N/A	—	1,774	-1,774	-100%	$67.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,701	-1,701	-100%	$64.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,622	-1,622	-100%	$61.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,563	-1,563	-100%	$59.6K	—	—	—
Caption Management, LLC	N/A	—	1,546	-1,546	-100%	$59.0K	—	—	—
WealthCollab, LLC	N/A	—	1,362	-1,362	-100%	$52.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	627	-627	-100%	$23.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	443	-443	-100%	$16.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	316	-316	-100%	$12.1K	—	—	—
Allworth Financial LP	N/A	—	275	-275	-100%	$10.5K	—	—	—
California State Teachers Retirement System	N/A	—	249	-249	-100%	$9.5K	—	—	—
Millstone Evans Group, LLC	N/A	—	211	-211	-100%	$8.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	200	-200	-100%	$7.6K	—	—	—
Rothschild Investment LLC	N/A	—	143	-143	-100%	$5.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	108	-108	-100%	$4.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	102	-102	-100%	$3.9K	—	—	—
Group One Trading LLC	N/A	—	100	-100	-100%	$3.8K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	96	-96	-100%	$3.7K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	50	-50	-100%	$1.9K	—	—	—
Optiver Holding B.V.	N/A	—	46	-46	-100%	$1.8K	—	—	—
Smartleaf Asset Management LLC	N/A	—	29	-29	-100%	$1.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	17	-17	-100%	$624	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15	-15	-100%	$572	—	—	—
Ancora Advisors LLCA	N/A	—	5	-5	-100%	$191	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$38	—	—	—

Showing 173 of 173 institutions