Eightco Holdings Inc (ORBS)

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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Geode Capital Management, LLC

DECREASED

Shares3,799,742 from 3,999,660

Change-199,918 (-5%)

Value$4.4M (+$1.7M)

Filed 2026-11-06

Compass Financial Management LLC

DECREASED

Shares2,126,454 from 2,380,180

Change-253,726 (-11%)

Value$2.5M (+$832.5K)

Filed 2026-10-30

Lido Advisors, LLC

DECREASED

Shares856,391 from 856,451

Change-60 (0%)

Value$1.0M (+$406.3K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares378,289 from 196,173

Change+182,116 (+93%)

Value$442.6K (+$306.2K)

Filed 2026-11-06

J. Derek Lewis & Associates Inc.

INCREASED

Shares320,000 from 160,000

Change+160,000 (+100%)

Value$374.4K (+$263.1K)

Filed 2026-11-03

Avior Wealth Management, LLC

UNCHANGED

Shares110,944 from 110,944

Change0 (0%)

Value$129.8K (+$52.6K)

Filed 2026-10-13

Citigroup Inc

INCREASED

Shares102,478 from 24,656

Change+77,822 (+316%)

Value$119.9K (+$102.8K)

Filed 2026-11-04

Imc-Chicago, LLC

DECREASED

Shares72,277 from 123,859

Change-51,582 (-42%)

Value$84.6K (-$1.6K)

Filed 2026-11-05

Y-Intercept (Hong Kong) Ltd

NEW

Shares68,907

Change+68,907

Value$80.6K

Filed 2026-10-16

Almanack Investment Partners, Llc.

INCREASED

Shares52,000 from 50,000

Change+2,000 (+4%)

Value$60.8K (+$26.1K)

Filed 2026-11-03

Compound Planning, Inc.

INCREASED

Shares47,800 from 11,415

Change+36,385 (+319%)

Value$55.9K (+$48.0K)

Filed 2026-11-05

A. D. Beadell Investment Counsel, Inc.

UNCHANGED

Shares45,200 from 45,200

Change0 (0%)

Value$52 (+$21)

Filed 2026-10-14

Bank of New York Mellon Corp

UNCHANGED

Shares36,066 from 36,066

Change0 (0%)

Value$42.2K (+$17.1K)

Filed 2026-11-05

Moody National Bank Trust Division

UNCHANGED

Shares35,000 from 35,000

Change0 (0%)

Value$41.0K (+$16.6K)

Filed 2026-10-06

HUB Investment Partners, LLC

DECREASED

Shares28,610 from 128,610

Change-100,000 (-78%)

Value$33.5K (-$56.0K)

Filed 2026-11-03

StoneX Group Inc.

NEW

Shares24,747

Change+24,747

Value$18.9K

Filed 2026-11-03

Redhawk Wealth Advisors, Inc.

DECREASED

Shares23,549 from 67,365

Change-43,816 (-65%)

Value$27.6K (-$19.3K)

Filed 2026-10-14

Wedbush Securities Inc

DECREASED

Shares23,500 from 81,000

Change-57,500 (-71%)

Value$27 (-$56.0K)

Filed 2026-10-22

Arizona State Retirement System

INCREASED

Shares23,007 from 22,533

Change+474 (+2%)

Value$26.9K (+$11.2K)

Filed 2026-11-03

Barclays PLC

DECREASED

Shares20,709 from 48,360

Change-27,651 (-57%)

Value$24.2K (-$9.4K)

Filed 2026-11-06

Deutsche Bank Ag\

NEW

Shares19,251

Change+19,251

Value$22.5K

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

INCREASED

Shares18,594 from 1

Change+18,593 (+1859300%)

Value$21.8K (+$21.8K)

Filed 2026-10-29

Apollon Wealth Management, LLC

INCREASED

Shares16,000 from 12,000

Change+4,000 (+33%)

Value$18.7K (+$10.4K)

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares14,138 from 13,759

Change+379 (+3%)

Value$16.5K (+$7.0K)

Filed 2026-10-22

MBA Advisors LLC

UNCHANGED

Shares13,155 from 13,155

Change0 (0%)

Value$15.4K (+$6.2K)

Filed 2026-10-29

Creative Planning

DECREASED

Shares12,952 from 52,536

Change-39,584 (-75%)

Value$15.2K (-$21.4K)

Filed 2026-11-02

Diversify Wealth Management, LLC

UNCHANGED

Shares10,265 from 10,265

Change0 (0%)

Value$7.9K (+$1.5K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares10,265 from 10,265

Change0 (0%)

Value$7.9K (+$1.5K)

Filed 2026-10-20

NTV Asset Management LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$11.7K (+$4.7K)

Filed 2026-10-23

LVW Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$11.7K (+$4.7K)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares5,995 from 5,995

Change0 (0%)

Value$4.2K ($0)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares5,169 from 5,126

Change+43 (+1%)

Value$6.0K (+$2.5K)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares2,500 from 7,366

Change-4,866 (-66%)

Value$2.9K (-$2.2K)

Filed 2026-10-08

Fortitude Family Office, LLC

DECREASED

Shares2,430 from 3,342

Change-912 (-27%)

Value$2.8K (+$519)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares294 from 7,508

Change-7,214 (-96%)

Value$344 (-$4.9K)

Filed 2026-11-04

McCarley & Cook Financial Planners

NEW

Shares100

Change+100

Value$117

Filed 2026-10-21

Essential Partners LLC

DECREASED

Shares61 from 3,259

Change-3,198 (-98%)

Value$71 (-$2.2K)

Filed 2026-10-14

State of Wyoming

CLOSED

Shares0 from 118,207

Change-118,207 (-100%)

Value$0 (-$82.2K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 62,154

Change-62,154 (-100%)

Value$0 (-$42.4K)

Filed 2026-10-13

Brighton Jones LLC

CLOSED

Shares0 from 27,331

Change-27,331 (-100%)

Value$0 (-$19.0K)

Filed 2026-11-03

Kaufman Rossin Wealth, LLC

CLOSED

Shares0 from 14,131

Change-14,131 (-100%)

Value$0 (-$9.8K)

Filed 2026-10-19

BXM Wealth LLC

CLOSED

Shares0 from 12,850

Change-12,850 (-100%)

Value$0 (-$8.9K)

Filed 2026-11-03

Parcion Private Wealth LLC

CLOSED

Shares0 from 12,225

Change-12,225 (-100%)

Value$0 (-$8.5K)

Filed 2026-10-28

Merit Financial Group, LLC

CLOSED

Shares0 from 12,103

Change-12,103 (-100%)

Value$0 (-$8.4K)

Filed 2026-11-06

Indivisible Partners

CLOSED

Shares0 from 10,600

Change-10,600 (-100%)

Value$0 (-$7.4K)

Filed 2026-10-26

Krilogy Financial LLC

CLOSED

Shares0 from 10,036

Change-10,036 (-100%)

Value$0 (-$7.0K)

Filed 2026-10-13

Howard Financial Services, Ltd.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$7.0K)

Filed 2026-10-15

True Wealth Design, LLC

CLOSED

Shares0 from 1,322

Change-1,322 (-100%)

Value$0 (-$920)

Filed 2026-10-13

LifeSteps Financial, Inc.

CLOSED

Shares0 from 94

Change-94 (-100%)

Value$0 (-$65)

Filed 2026-10-15

Mozayyx Management LLC

N/A

Shares— from 16,438,356

Change-16,438,356 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,818,366

Change-15,818,366 (-100%)

Value—

FMR LLC

N/A

Shares— from 14,067,700

Change-14,067,700 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 13,836,775

Change-13,836,775 (-100%)

Value—

Pantera Capital Partners LP

N/A

Shares— from 11,178,083

Change-11,178,083 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 5,746,874

Change-5,746,874 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,704,479

Change-5,704,479 (-100%)

Value—

BIT Capital GmbH

N/A

Shares— from 5,210,458

Change-5,210,458 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,945,078

Change-3,945,078 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,893,208

Change-3,893,208 (-100%)

Value—

Galaxy Digital Inc.

N/A

Shares— from 3,793,028

Change-3,793,028 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,610,045

Change-2,610,045 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,110,175

Change-2,110,175 (-100%)

Value—

Mmcap International Inc. SPC

N/A

Shares— from 2,054,795

Change-2,054,795 (-100%)

Value—

Oasis Management Co Ltd.A

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,929,343

Change-1,929,343 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,860,439

Change-1,860,439 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,856,166

Change-1,856,166 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 1,671,174

Change-1,671,174 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,382,474

Change-1,382,474 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,146,107

Change-1,146,107 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 1,075,000

Change-1,075,000 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 866,434

Change-866,434 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 856,164

Change-856,164 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 808,420

Change-808,420 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 689,220

Change-689,220 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 547,945

Change-547,945 (-100%)

Value—

Cable Car Capital, LPA

N/A

Shares— from 495,199

Change-495,199 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 372,643

Change-372,643 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 363,493

Change-363,493 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 345,095

Change-345,095 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 325,567

Change-325,567 (-100%)

Value—

Allstate Corp

N/A

Shares— from 315,728

Change-315,728 (-100%)

Value—

Intesa Sanpaolo S.p.A.

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 283,050

Change-283,050 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 229,283

Change-229,283 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 163,800

Change-163,800 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 156,950

Change-156,950 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 153,000

Change-153,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 151,333

Change-151,333 (-100%)

Value—

SkyView Investment Advisors, LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 125,935

Change-125,935 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 91,347

Change-91,347 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 82,100

Change-82,100 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 74,785

Change-74,785 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 54,836

Change-54,836 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 51,729

Change-51,729 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 50,711

Change-50,711 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 49,060

Change-49,060 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 48,143

Change-48,143 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 47,419

Change-47,419 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 44,558

Change-44,558 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 43,581

Change-43,581 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 42,595

Change-42,595 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 41,825

Change-41,825 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 39,043

Change-39,043 (-100%)

Value—

ArchPoint Investors

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 34,163

Change-34,163 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 33,323

Change-33,323 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 31,130

Change-31,130 (-100%)

Value—

Legacy Capital Wealth Management, LLC

N/A

Shares— from 27,708

Change-27,708 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 27,273

Change-27,273 (-100%)

Value—

Commerce Bank

N/A

Shares— from 25,419

Change-25,419 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 22,715

Change-22,715 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 21,368

Change-21,368 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 19,500

Change-19,500 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 19,316

Change-19,316 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 18,900

Change-18,900 (-100%)

Value—

Waterford Advisors, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 17,657

Change-17,657 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 16,502

Change-16,502 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 15,655

Change-15,655 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 14,400

Change-14,400 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 13,248

Change-13,248 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 12,532

Change-12,532 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,929

Change-2,929 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,480

Change-2,480 (-100%)

Value—

Quarry LP

N/A

Shares— from 1,976

Change-1,976 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 900

Change-900 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 870

Change-870 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 396

Change-396 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 226

Change-226 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	3,799,742	3,999,660	-199,918	-5%	$2.8M	$4.4M	+$1.7M	2026-11-06
Compass Financial Management LLC	DECREASED	2,126,454	2,380,180	-253,726	-11%	$1.7M	$2.5M	+$832.5K	2026-10-30
Lido Advisors, LLC	DECREASED	856,391	856,451	-60	0%	$595.7K	$1.0M	+$406.3K	2026-11-04
LPL Financial LLC	INCREASED	378,289	196,173	+182,116	+93%	$136.4K	$442.6K	+$306.2K	2026-11-06
J. Derek Lewis & Associates Inc.	INCREASED	320,000	160,000	+160,000	+100%	$111.3K	$374.4K	+$263.1K	2026-11-03
Avior Wealth Management, LLC	UNCHANGED	110,944	110,944	0	0%	$77.2K	$129.8K	+$52.6K	2026-10-13
Citigroup Inc	INCREASED	102,478	24,656	+77,822	+316%	$17.1K	$119.9K	+$102.8K	2026-11-04
Imc-Chicago, LLC	DECREASED	72,277	123,859	-51,582	-42%	$86.1K	$84.6K	-$1.6K	2026-11-05
Y-Intercept (Hong Kong) Ltd	NEW	68,907	—	+68,907	—	—	$80.6K	—	2026-10-16
Almanack Investment Partners, Llc.	INCREASED	52,000	50,000	+2,000	+4%	$34.8K	$60.8K	+$26.1K	2026-11-03
Compound Planning, Inc.	INCREASED	47,800	11,415	+36,385	+319%	$7.9K	$55.9K	+$48.0K	2026-11-05
A. D. Beadell Investment Counsel, Inc.	UNCHANGED	45,200	45,200	0	0%	$31	$52	+$21	2026-10-14
Bank of New York Mellon Corp	UNCHANGED	36,066	36,066	0	0%	$25.1K	$42.2K	+$17.1K	2026-11-05
Moody National Bank Trust Division	UNCHANGED	35,000	35,000	0	0%	$24.3K	$41.0K	+$16.6K	2026-10-06
HUB Investment Partners, LLC	DECREASED	28,610	128,610	-100,000	-78%	$89.4K	$33.5K	-$56.0K	2026-11-03
StoneX Group Inc.	NEW	24,747	—	+24,747	—	—	$18.9K	—	2026-11-03
Redhawk Wealth Advisors, Inc.	DECREASED	23,549	67,365	-43,816	-65%	$46.9K	$27.6K	-$19.3K	2026-10-14
Wedbush Securities Inc	DECREASED	23,500	81,000	-57,500	-71%	$56.0K	$27	-$56.0K	2026-10-22
Arizona State Retirement System	INCREASED	23,007	22,533	+474	+2%	$15.7K	$26.9K	+$11.2K	2026-11-03
Barclays PLC	DECREASED	20,709	48,360	-27,651	-57%	$33.6K	$24.2K	-$9.4K	2026-11-06
Deutsche Bank Ag\	NEW	19,251	—	+19,251	—	—	$22.5K	—	2026-11-06
Caitong International Asset Management Co., Ltd	INCREASED	18,594	1	+18,593	+1859300%	$1	$21.8K	+$21.8K	2026-10-29
Apollon Wealth Management, LLC	INCREASED	16,000	12,000	+4,000	+33%	$8.3K	$18.7K	+$10.4K	2026-10-23
SBI Securities Co., Ltd.	INCREASED	14,138	13,759	+379	+3%	$9.6K	$16.5K	+$7.0K	2026-10-22
MBA Advisors LLC	UNCHANGED	13,155	13,155	0	0%	$9.1K	$15.4K	+$6.2K	2026-10-29
Creative Planning	DECREASED	12,952	52,536	-39,584	-75%	$36.5K	$15.2K	-$21.4K	2026-11-02
Diversify Wealth Management, LLC	UNCHANGED	10,265	10,265	0	0%	$6.4K	$7.9K	+$1.5K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	10,265	10,265	0	0%	$6.4K	$7.9K	+$1.5K	2026-10-20
NTV Asset Management LLC	UNCHANGED	10,000	10,000	0	0%	$7.0K	$11.7K	+$4.7K	2026-10-23
LVW Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$7.0K	$11.7K	+$4.7K	2026-10-19
Allworth Financial LP	UNCHANGED	5,995	5,995	0	0%	$4.2K	$4.2K	$0	2026-11-06
IFP Advisors, Inc	INCREASED	5,169	5,126	+43	+1%	$3.6K	$6.0K	+$2.5K	2026-10-16
Farther Finance Advisors, LLC	DECREASED	2,500	7,366	-4,866	-66%	$5.1K	$2.9K	-$2.2K	2026-10-08
Fortitude Family Office, LLC	DECREASED	2,430	3,342	-912	-27%	$2.3K	$2.8K	+$519	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	294	7,508	-7,214	-96%	$5.2K	$344	-$4.9K	2026-11-04
McCarley & Cook Financial Planners	NEW	100	—	+100	—	—	$117	—	2026-10-21
Essential Partners LLC	DECREASED	61	3,259	-3,198	-98%	$2.3K	$71	-$2.2K	2026-10-14
State of Wyoming	CLOSED	0	118,207	-118,207	-100%	$82.2K	$0	-$82.2K	2026-10-28
Wealth Enhancement Advisory Services, LLC	CLOSED	0	62,154	-62,154	-100%	$42.4K	$0	-$42.4K	2026-10-13
Brighton Jones LLC	CLOSED	0	27,331	-27,331	-100%	$19.0K	$0	-$19.0K	2026-11-03
Kaufman Rossin Wealth, LLC	CLOSED	0	14,131	-14,131	-100%	$9.8K	$0	-$9.8K	2026-10-19
BXM Wealth LLC	CLOSED	0	12,850	-12,850	-100%	$8.9K	$0	-$8.9K	2026-11-03
Parcion Private Wealth LLC	CLOSED	0	12,225	-12,225	-100%	$8.5K	$0	-$8.5K	2026-10-28
Merit Financial Group, LLC	CLOSED	0	12,103	-12,103	-100%	$8.4K	$0	-$8.4K	2026-11-06
Indivisible Partners	CLOSED	0	10,600	-10,600	-100%	$7.4K	$0	-$7.4K	2026-10-26
Krilogy Financial LLC	CLOSED	0	10,036	-10,036	-100%	$7.0K	$0	-$7.0K	2026-10-13
Howard Financial Services, Ltd.	CLOSED	0	10,000	-10,000	-100%	$7.0K	$0	-$7.0K	2026-10-15
True Wealth Design, LLC	CLOSED	0	1,322	-1,322	-100%	$920	$0	-$920	2026-10-13
LifeSteps Financial, Inc.	CLOSED	0	94	-94	-100%	$65	$0	-$65	2026-10-15
Mozayyx Management LLC	N/A	—	16,438,356	-16,438,356	-100%	$11.4M	—	—	—
Franklin Resources Inc	N/A	—	15,818,366	-15,818,366	-100%	$16.6M	—	—	—
FMR LLC	N/A	—	14,067,700	-14,067,700	-100%	$9.8M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	13,836,775	-13,836,775	-100%	$9.6M	—	—	—
Pantera Capital Partners LP	N/A	—	11,178,083	-11,178,083	-100%	$7.8M	—	—	—
Renaissance Technologies LLC	N/A	—	5,746,874	-5,746,874	-100%	$4.0M	—	—	—
BlackRock, Inc.	N/A	—	5,704,479	-5,704,479	-100%	$4.0M	—	—	—
BIT Capital GmbH	N/A	—	5,210,458	-5,210,458	-100%	$3.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,945,078	-3,945,078	-100%	$2.7M	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,893,208	-3,893,208	-100%	$2.7M	—	—	—
Galaxy Digital Inc.	N/A	—	3,793,028	-3,793,028	-100%	$2.6M	—	—	—
JPMorgan Chase & Co	N/A	—	2,610,045	-2,610,045	-100%	$1.8M	—	—	—
AQR Capital Management LLC	N/A	—	2,110,175	-2,110,175	-100%	$1.5M	—	—	—
Mmcap International Inc. SPC	N/A	—	2,054,795	-2,054,795	-100%	$1.4M	—	—	—
Oasis Management Co Ltd.A	N/A	—	2,000,000	-2,000,000	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	1,929,343	-1,929,343	-100%	$1.3M	—	—	—
State Street Corp	N/A	—	1,860,439	-1,860,439	-100%	$1.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,856,166	-1,856,166	-100%	$1.3M	—	—	—
Jupiter Asset Management LTD	N/A	—	1,671,174	-1,671,174	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	1,382,474	-1,382,474	-100%	$962.2K	—	—	—
Morgan Stanley	N/A	—	1,146,107	-1,146,107	-100%	$797.1K	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	1,075,000	-1,075,000	-100%	$747.7K	—	—	—
Peak6 LLC	N/A	—	866,434	-866,434	-100%	$602.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	856,164	-856,164	-100%	$595.5K	—	—	—
Northern Trust Corp	N/A	—	808,420	-808,420	-100%	$562.3K	—	—	—
Group One Trading LLC	N/A	—	689,220	-689,220	-100%	$479.4K	—	—	—
Polar Asset Management Partners Inc.	N/A	—	547,945	-547,945	-100%	$381.1K	—	—	—
Cable Car Capital, LPA	N/A	—	495,199	-495,199	-100%	$344.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	372,643	-372,643	-100%	$259.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	363,493	-363,493	-100%	$252.8K	—	—	—
XTX Topco Ltd	N/A	—	345,095	-345,095	-100%	$240.0K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	325,567	-325,567	-100%	$226.6K	—	—	—
Allstate Corp	N/A	—	315,728	-315,728	-100%	$219.6K	—	—	—
Intesa Sanpaolo S.p.A.	N/A	—	300,000	-300,000	-100%	$208.7K	—	—	—
Cerity Partners LLC	N/A	—	283,050	-283,050	-100%	$196.9K	—	—	—
Marex Group Ltd	N/A	—	240,000	-240,000	-100%	$166.9K	—	—	—
IEQ Capital, LLC	N/A	—	229,283	-229,283	-100%	$159.5K	—	—	—
Swiss National Bank	N/A	—	163,800	-163,800	-100%	$113.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	156,950	-156,950	-100%	$109.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	153,000	-153,000	-100%	$106.4K	—	—	—
Jane Street Group, LLC	N/A	—	151,333	-151,333	-100%	$105.3K	—	—	—
SkyView Investment Advisors, LLC	N/A	—	150,000	-150,000	-100%	$104.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	125,935	-125,935	-100%	$87.7K	—	—	—
Captrust Financial Advisors	N/A	—	91,347	-91,347	-100%	$63.5K	—	—	—
Shay Capital LLC	N/A	—	82,100	-82,100	-100%	$57.1K	—	—	—
California State Teachers Retirement System	N/A	—	74,785	-74,785	-100%	$52.0K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	54,836	-54,836	-100%	$38.2K	—	—	—
Pallas Capital Advisors LLC	N/A	—	51,729	-51,729	-100%	$36.0K	—	—	—
NorthRock Partners, LLC	N/A	—	50,711	-50,711	-100%	$35.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	49,060	-49,060	-100%	$34.3K	—	—	—
Legal & General Group Plc	N/A	—	48,143	-48,143	-100%	$33.5K	—	—	—
Point72 Asset Management, L.P.	N/A	—	47,419	-47,419	-100%	$33.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	45,000	-45,000	-100%	$31.3K	—	—	—
Cetera Investment Advisers	N/A	—	44,558	-44,558	-100%	$31.0K	—	—	—
Balyasny Asset Management L.P.	N/A	—	43,581	-43,581	-100%	$30.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	42,595	-42,595	-100%	$29.6K	—	—	—
Arax Advisory Partners	N/A	—	41,825	-41,825	-100%	$29.1K	—	—	—
Victory Capital Management Inc	N/A	—	39,043	-39,043	-100%	$27.2K	—	—	—
ArchPoint Investors	N/A	—	35,000	-35,000	-100%	$24.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	34,163	-34,163	-100%	$25.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	33,323	-33,323	-100%	$23.2K	—	—	—
Citadel Advisors LLC	N/A	—	31,130	-31,130	-100%	$21.7K	—	—	—
Legacy Capital Wealth Management, LLC	N/A	—	27,708	-27,708	-100%	$19.3K	—	—	—
HighTower Advisors, LLC	N/A	—	27,273	-27,273	-100%	$19.0K	—	—	—
Commerce Bank	N/A	—	25,419	-25,419	-100%	$17.7K	—	—	—
National Bank of Canada	N/A	—	25,000	-25,000	-100%	$17.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	22,715	-22,715	-100%	$15.8K	—	—	—
SG Americas Securities, LLC	N/A	—	21,368	-21,368	-100%	$15.0K	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	20,000	-20,000	-100%	$13	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	20,000	-20,000	-100%	$215	—	—	—
Mutual Advisors, LLC	N/A	—	19,500	-19,500	-100%	$13.6K	—	—	—
Engineers Gate Manager LP	N/A	—	19,316	-19,316	-100%	$13.4K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	18,900	-18,900	-100%	$13.1K	—	—	—
Waterford Advisors, LLC	N/A	—	18,000	-18,000	-100%	$12.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	17,657	-17,657	-100%	$12.3K	—	—	—
Private Advisor Group, LLC	N/A	—	16,502	-16,502	-100%	$11.5K	—	—	—
Belpointe Asset Management LLC	N/A	—	16,000	-16,000	-100%	$11.1K	—	—	—
SCS Capital Management LLC	N/A	—	15,655	-15,655	-100%	$10.9K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	14,400	-14,400	-100%	$10.0K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	13,248	-13,248	-100%	$9.2K	—	—	—
Wealthspire Advisors, LLC	N/A	—	12,532	-12,532	-100%	$8.7K	—	—	—
HighPoint Advisor Group LLC	N/A	—	12,000	-12,000	-100%	$8.3K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	10,000	-10,000	-100%	$7.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	3,000	-3,000	-100%	$2.1K	—	—	—
Royal Bank of Canada	N/A	—	2,929	-2,929	-100%	$1.0K	—	—	—
BFC Planning, Inc.	N/A	—	2,480	-2,480	-100%	$1.7K	—	—	—
Quarry LP	N/A	—	1,976	-1,976	-100%	$1.4K	—	—	—
Colonial Trust Advisors	N/A	—	900	-900	-100%	$626	—	—	—
Abound Financial, LLC	N/A	—	870	-870	-100%	$605	—	—	—
BNP Paribas Financial Markets	N/A	—	396	-396	-100%	$275	—	—	—
Rothschild Investment LLC	N/A	—	226	-226	-100%	$157	—	—	—
Hollencrest Capital Management	N/A	—	100	-100	-100%	$70	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3	-3	-100%	$2	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1	-1	-100%	$1	—	—	—

Showing 143 of 143 institutions