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Consumer Portfolio Services (CPSS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,569,223 from 1,570,303
Change-1,080 (0%)
Value$14.4M (-$693.0K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares228,769 from 225,929
Change+2,840 (+1%)
Value$2.1M (-$72.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares74,080 from 14,854
Change+59,226 (+399%)
Value$678.6K (+$536.0K)
Filed 2026-11-06
Verity & Verity, LLC
UNCHANGED
Shares65,742 from 65,742
Change0 (0%)
Value$602.2K (-$28.6K)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares26,358 from 23,022
Change+3,336 (+14%)
Value$241.4K (+$20.5K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares10,419 from 11,945
Change-1,526 (-13%)
Value$95.4K (-$19.2K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares6,244 from 3,317
Change+2,927 (+88%)
Value$57.2K (+$25.4K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares1,333 from 1,348
Change-15 (-1%)
Value$12 (-$13.0K)
Filed 2026-10-22
Fortitude Family Office, LLC
NEW
Shares835
Change+835
Value$7.6K
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares491 from 4,226
Change-3,735 (-88%)
Value$4.5K (-$36.1K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares487 from 147
Change+340 (+231%)
Value$4.5K (+$3.1K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares247 from 252
Change-5 (-2%)
Value$2.3K (-$155)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares190 from 179
Change+11 (+6%)
Value$1.7K (+$22)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$1.7K (-$81)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares23
Change+23
Value$211
Filed 2026-10-26
Covestor Ltd
NEW
Shares21
Change+21
Value$0
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$173 ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares10 from 17
Change-7 (-41%)
Value$91 (-$72)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares8
Change+8
Value$73
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares4 from 7
Change-3 (-43%)
Value$37 (-$30)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$37 (-$1)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares3 from 5
Change-2 (-40%)
Value$27 (-$21)
Filed 2026-10-08
True Wealth Design, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$19 (+$9)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$18 (-$1)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$9
Filed 2026-10-30
Black Diamond Capital Management I, Lllp
N/A
Shares— from 5,127,165
Change-5,127,165 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 656,330
Change-656,330 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 415,823
Change-415,823 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 395,611
Change-395,611 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 339,958
Change-339,958 (-100%)
Value—
State Street Corp
N/A
Shares— from 195,842
Change-195,842 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 151,758
Change-151,758 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 90,401
Change-90,401 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 84,817
Change-84,817 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 82,379
Change-82,379 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 73,680
Change-73,680 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 62,085
Change-62,085 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 61,747
Change-61,747 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,586
Change-51,586 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 27,918
Change-27,918 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,179
Change-22,179 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 16,621
Change-16,621 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 13,510
Change-13,510 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 810
Change-810 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Quarry LP
N/A
Shares— from 394
Change-394 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 165
Change-165 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 126
Change-126 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,569,2231,570,303-1,0800%$15.1M$14.4M-$693.0K2026-11-04
Geode Capital Management, LLC
INCREASED228,769225,929+2,840+1%$2.2M$2.1M-$72.3K2026-11-06
Russell Investments Group, Ltd.
INCREASED74,08014,854+59,226+399%$142.5K$678.6K+$536.0K2026-11-06
Verity & Verity, LLC
UNCHANGED65,74265,74200%$630.8K$602.2K-$28.6K2026-10-23
Bank of New York Mellon Corp
INCREASED26,35823,022+3,336+14%$220.9K$241.4K+$20.5K2026-11-05
Deutsche Bank Ag\
DECREASED10,41911,945-1,526-13%$114.7K$95.4K-$19.2K2026-11-06
Barclays PLC
INCREASED6,2443,317+2,927+88%$31.8K$57.2K+$25.4K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED1,3331,348-15-1%$13.0K$12-$13.0K2026-10-22
Fortitude Family Office, LLC
NEW835—+835——$7.6K—2026-10-14
Citigroup Inc
DECREASED4914,226-3,735-88%$40.5K$4.5K-$36.1K2026-11-04
Gamma Investing LLC
INCREASED487147+340+231%$1.4K$4.5K+$3.1K2026-10-08
PNC Financial Services Group, Inc.
DECREASED247252-5-2%$2.4K$2.3K-$1552026-11-06
Sterling Capital Management LLC
INCREASED190179+11+6%$1.7K$1.7K+$222026-10-22
Fifth Third Bancorp
UNCHANGED18618600%$1.8K$1.7K-$812026-11-05
SJS Investment Consulting Inc.
NEW23—+23——$211—2026-10-26
Covestor Ltd
NEW21—+21——$0—2026-10-30
Allworth Financial LP
UNCHANGED181800%$173$173$02026-11-06
EverSource Wealth Advisors, LLC
DECREASED1017-7-41%$163$91-$722026-11-04
Root Financial Partners, LLC
NEW8—+8——$73—2026-10-21
Essential Partners LLC
DECREASED47-3-43%$67$37-$302026-10-14
IFP Advisors, Inc
UNCHANGED4400%$38$37-$12026-10-16
Farther Finance Advisors, LLC
DECREASED35-2-40%$48$27-$212026-10-08
True Wealth Design, LLC
INCREASED21+1+100%$10$19+$92026-10-13
Caitong International Asset Management Co., Ltd
UNCHANGED2200%$19$18-$12026-10-29
Provenance Wealth Advisors, LLC
NEW1—+1——$9—2026-10-30
Black Diamond Capital Management I, Lllp
N/A—5,127,165-5,127,165-100%$49.2M———
BlackRock, Inc.
N/A—656,330-656,330-100%$6.3M———
Vanguard Capital Management LLC
N/A—415,823-415,823-100%$4.0M———
Bridgeway Capital Management, LLC
N/A—395,611-395,611-100%$3.8M———
Renaissance Technologies LLC
N/A—339,958-339,958-100%$3.3M———
State Street Corp
N/A—195,842-195,842-100%$1.9M———
Empowered Funds, LLC
N/A—151,758-151,758-100%$1.5M———
Allianz Asset Management GmbH
N/A—90,401-90,401-100%$867.4K———
Northern Trust Corp
N/A—84,817-84,817-100%$813.8K———
Royal Bank of Canada
N/A—82,379-82,379-100%$790.0K———
American Century Companies Inc
N/A—73,680-73,680-100%$707.0K———
Vanguard Fiduciary Trust Co
N/A—62,085-62,085-100%$595.7K———
Vanguard Portfolio Management LLC
N/A—61,747-61,747-100%$592.5K———
Janney Montgomery Scott LLC
N/A—51,586-51,586-100%$495.0K———
Charles Schwab Investment Management Inc
N/A—27,918-27,918-100%$267.9K———
Goldman Sachs Group Inc
N/A—22,179-22,179-100%$212.8K———
Arrowstreet Capital, Limited Partnership
N/A—16,621-16,621-100%$159.5K———
Nuveen, LLC
N/A—13,510-13,510-100%$129.6K———
Rhumbline Advisers
N/A—12,074-12,074-100%$115.8K———
Morgan Stanley
N/A—8,890-8,890-100%$85.3K———
Wells Fargo & Company
N/A—7,671-7,671-100%$73.6K———
Vanguard Global Advisers, LLC
N/A—4,223-4,223-100%$40.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—4,218-4,218-100%$40.5K———
JPMorgan Chase & Co
N/A—4,035-4,035-100%$38.5K———
New York State Common Retirement Fund
N/A—3,872-3,872-100%$37.2K———
Police & Firemen's Retirement System of New Jersey
N/A—2,917-2,917-100%$28.0K———
Tower Research Capital LLC (TRC)
N/A—1,963-1,963-100%$18.8K———
FMR LLC
N/A—1,936-1,936-100%$18.6K———
BNP Paribas Financial Markets
N/A—1,430-1,430-100%$13.7K———
UBS Group AG
N/A—1,296-1,296-100%$12.4K———
Ameritas Investment Partners, Inc.
N/A—1,073-1,073-100%$10.3K———
Legal & General Group Plc
N/A—810-810-100%$7.8K———
Group One Trading LLC
N/A—555-555-100%$5.3K———
Steward Partners Investment Advisory, LLC
N/A—550-550-100%$5.3K———
Quarry LP
N/A—394-394-100%$3.8K———
UBS Asset Management Americas LLC
N/A—203-203-100%$1.9K———
Arax Advisory Partners
N/A—165-165-100%$1.6K———
California State Teachers Retirement System
N/A—126-126-100%$1.2K———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$67———
Rothschild Investment LLC
N/A—4-4-100%$38———
Optiver Holding B.V.
N/A—2-2-100%$19———
Showing 66 of 66 institutions