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Custom Truck One Source Inc (CTOS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares6,399,299 from 6,172,555
Change+226,744 (+4%)
Value$58.3M (-$14.6M)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
INCREASED
Shares6,010,311 from 5,982,649
Change+27,662 (+0%)
Value$65.6M (-$5.0M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,391,250 from 2,692,878
Change-301,628 (-11%)
Value$22.7M (-$7.1M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,708,795 from 1,727,646
Change-18,851 (-1%)
Value$15.6M (-$4.8M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares982,077 from 885,956
Change+96,121 (+11%)
Value$8.9M (-$1.5M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares751,941 from 529,692
Change+222,249 (+42%)
Value$6.9M (+$594.5K)
Filed 2026-11-06
Sendero Wealth Management, LLC
UNCHANGED
Shares457,766 from 457,766
Change0 (0%)
Value$4.2M (-$1.2M)
Filed 2026-10-14
Register Financial Advisors LLC
UNCHANGED
Shares170,200 from 170,200
Change0 (0%)
Value$1.6M (-$459.5K)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares155,615 from 155,990
Change-375 (0%)
Value$1.4M (-$424.6K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares143,074 from 412,085
Change-269,011 (-65%)
Value$1.3M (-$3.6M)
Filed 2026-11-04
Sierra Summit Advisors LLC
NEW
Shares124,042
Change+124,042
Value$1.1M
Filed 2026-10-28
Barclays PLC
INCREASED
Shares113,113 from 51,294
Change+61,819 (+121%)
Value$1.0M (+$424.7K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares104,100 from 66,400
Change+37,700 (+57%)
Value$948.4K (+$164.2K)
Filed 2026-10-30
Virginia Retirement Systems ET Al
UNCHANGED
Shares66,987 from 66,987
Change0 (0%)
Value$610.3K (-$180.9K)
Filed 2026-10-28
Deutsche Bank Ag\
DECREASED
Shares57,340 from 60,771
Change-3,431 (-6%)
Value$522.4K (-$195.3K)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares56,065 from 61,935
Change-5,870 (-9%)
Value$510.7K (-$220.7K)
Filed 2026-11-06
Y.D. More Investments Ltd
DECREASED
Shares51,500 from 254,500
Change-203,000 (-80%)
Value$469.2K (-$2.5M)
Filed 2026-11-02
State of Wyoming
INCREASED
Shares42,211 from 14,548
Change+27,663 (+190%)
Value$384.5K (+$212.7K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares35,064 from 29,951
Change+5,113 (+17%)
Value$319.4K (-$34.3K)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
NEW
Shares33,814
Change+33,814
Value$307.0K
Filed 2026-10-27
Sapient Capital LLC
UNCHANGED
Shares31,940 from 31,940
Change0 (0%)
Value$291.0K (-$86.2K)
Filed 2026-10-08
GC Wealth Management RIA, LLC
DECREASED
Shares21,102 from 21,262
Change-160 (-1%)
Value$192.2K (-$58.9K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares21,067 from 21,760
Change-693 (-3%)
Value$197.4K (-$32.2K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares17,627 from 17,197
Change+430 (+3%)
Value$160.6K (-$42.5K)
Filed 2026-11-03
Amundi
INCREASED
Shares16,995 from 15,890
Change+1,105 (+7%)
Value$154.8K (-$32.8K)
Filed 2026-11-06
CWA Asset Management Group, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$145.8K (-$43.2K)
Filed 2026-10-19
Olympiad Research LP
NEW
Shares13,615
Change+13,615
Value$124.0K
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW
Shares11,001
Change+11,001
Value$103.8K
Filed 2026-10-20
State of Alaska, Department of Revenue
NEW
Shares10,341
Change+10,341
Value$94.0K
Filed 2026-10-15
MQS Management LLC
NEW
Shares10,001
Change+10,001
Value$91.1K
Filed 2026-11-06
Nisa Investment Advisors, LLC
INCREASED
Shares5,614 from 5,182
Change+432 (+8%)
Value$51.1K (-$10.1K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares5,193 from 5,184
Change+9 (+0%)
Value$47.3K (-$13.9K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares4,873 from 4,804
Change+69 (+1%)
Value$44.4K (-$12.3K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares3,143 from 2,255
Change+888 (+39%)
Value$28.6K (+$2.0K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$31.4K ($0)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
INCREASED
Shares1,990 from 1,818
Change+172 (+9%)
Value$18.0K (+$18.0K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares1,876 from 374
Change+1,502 (+402%)
Value$17.1K (+$12.7K)
Filed 2026-10-22
Simplex Trading, LLC
NEW
Shares1,414
Change+1,414
Value$12.9K
Filed 2026-11-04
Exchange Traded Concepts, LLC
NEW
Shares1,389
Change+1,389
Value$12.7K
Filed 2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares1,320 from 3,847
Change-2,527 (-66%)
Value$12.0K (-$33.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares1,063 from 1,165
Change-102 (-9%)
Value$9.7K (-$4.1K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$7.6K (-$2.3K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$7.6K (-$2.3K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares728 from 771
Change-43 (-6%)
Value$6.6K (-$2.5K)
Filed 2026-11-05
WPG Advisers, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$6.2K (-$1.8K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares640 from 620
Change+20 (+3%)
Value$5.8K (-$1.5K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares493
Change+493
Value$4.5K
Filed 2026-10-21
Essential Partners LLC
DECREASED
Shares343 from 344
Change-1 (0%)
Value$3.1K (-$938)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
DECREASED
Shares337 from 432
Change-95 (-22%)
Value$3.1K (-$2.0K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares240 from 230
Change+10 (+4%)
Value$2.2K (-$530)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares198
Change+198
Value$1.8K
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares121
Change+121
Value$1.1K
Filed 2026-10-30
Parkside Financial Bank & Trust
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$1.0K (-$311)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$1.0K (-$297)
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$766 (-$227)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares78
Change+78
Value$710
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares42 from 70
Change-28 (-40%)
Value$0 (-$1)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares10 from 37
Change-27 (-73%)
Value$92 (-$346)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares5 from 25
Change-20 (-80%)
Value$46 (-$249)
Filed 2026-10-22
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 48,673
Change-48,673 (-100%)
Value$0 (-$494)
Filed 2026-11-04
Summit Securities Group LLC
CLOSED
Shares0 from 488
Change-488 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-05
Rossby Financial, LCC
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$5.2K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$390)
Filed 2026-10-20
Platinum Equity Advisors, LLC
N/A
Shares— from 156,743,635
Change-156,743,635 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,156,876
Change-6,156,876 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,574,024
Change-4,574,024 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,578,410
Change-2,578,410 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,202,031
Change-2,202,031 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,877,617
Change-1,877,617 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,642,331
Change-1,642,331 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,625,092
Change-1,625,092 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,587,319
Change-1,587,319 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,518,554
Change-1,518,554 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,510,931
Change-1,510,931 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,258,227
Change-1,258,227 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,193,457
Change-1,193,457 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 1,174,190
Change-1,174,190 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,006,418
Change-1,006,418 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 954,705
Change-954,705 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 908,125
Change-908,125 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 873,125
Change-873,125 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 861,753
Change-861,753 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 753,989
Change-753,989 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 685,622
Change-685,622 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 623,637
Change-623,637 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 607,658
Change-607,658 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 515,084
Change-515,084 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 509,469
Change-509,469 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 463,475
Change-463,475 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 439,840
Change-439,840 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 431,711
Change-431,711 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 354,702
Change-354,702 (-100%)
Value—
EFG International AG
N/A
Shares— from 344,458
Change-344,458 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 342,120
Change-342,120 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 321,210
Change-321,210 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 296,020
Change-296,020 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 254,651
Change-254,651 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 216,872
Change-216,872 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 215,771
Change-215,771 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 200,573
Change-200,573 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 190,057
Change-190,057 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 179,100
Change-179,100 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 152,072
Change-152,072 (-100%)
Value—
UBS Group AG
N/A
Shares— from 150,891
Change-150,891 (-100%)
Value—
Norges Bank
N/A
Shares— from 134,400
Change-134,400 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 131,663
Change-131,663 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 125,100
Change-125,100 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 124,555
Change-124,555 (-100%)
Value—
FMR LLC
N/A
Shares— from 117,428
Change-117,428 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 114,163
Change-114,163 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 109,538
Change-109,538 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 108,253
Change-108,253 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 104,449
Change-104,449 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 101,970
Change-101,970 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 87,077
Change-87,077 (-100%)
Value—
Varcov Co.
N/A
Shares— from 86,733
Change-86,733 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 83,602
Change-83,602 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 74,455
Change-74,455 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 73,285
Change-73,285 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 71,661
Change-71,661 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 70,060
Change-70,060 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 67,897
Change-67,897 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 62,800
Change-62,800 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 58,249
Change-58,249 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 55,185
Change-55,185 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 55,144
Change-55,144 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 52,960
Change-52,960 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 50,999
Change-50,999 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 49,500
Change-49,500 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 49,017
Change-49,017 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 46,937
Change-46,937 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 45,360
Change-45,360 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 42,917
Change-42,917 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 41,408
Change-41,408 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 38,698
Change-38,698 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 38,303
Change-38,303 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 37,267
Change-37,267 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 36,059
Change-36,059 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 35,870
Change-35,870 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 35,867
Change-35,867 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 33,542
Change-33,542 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,935
Change-29,935 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 28,729
Change-28,729 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,663
Change-25,663 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,941
Change-23,941 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,304
Change-23,304 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 23,232
Change-23,232 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 21,772
Change-21,772 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 21,264
Change-21,264 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,939
Change-20,939 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 19,902
Change-19,902 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 19,684
Change-19,684 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 19,160
Change-19,160 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 19,152
Change-19,152 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 18,531
Change-18,531 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 18,435
Change-18,435 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 18,139
Change-18,139 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,656
Change-17,656 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 17,499
Change-17,499 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 17,322
Change-17,322 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 15,418
Change-15,418 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 15,416
Change-15,416 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 14,356
Change-14,356 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 14,184
Change-14,184 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,161
Change-12,161 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,525
Change-10,525 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 206
Change-206 (-100%)
Value—
Quarry LP
N/A
Shares— from 201
Change-201 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 36
Change-36 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21
Change-21 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED6,399,2996,172,555+226,744+4%$72.9M$58.3M-$14.6M2026-11-04
Canvas Wealth Advisors, LLC
INCREASED6,010,3115,982,649+27,662+0%$70.7M$65.6M-$5.0M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED2,391,2502,692,878-301,628-11%$29.7M$22.7M-$7.1M2026-11-04
Geode Capital Management, LLC
DECREASED1,708,7951,727,646-18,851-1%$20.4M$15.6M-$4.8M2026-11-06
MacKenzie Financial Corp
INCREASED982,077885,956+96,121+11%$10.5M$8.9M-$1.5M2026-11-02
Russell Investments Group, Ltd.
INCREASED751,941529,692+222,249+42%$6.3M$6.9M+$594.5K2026-11-06
Sendero Wealth Management, LLC
UNCHANGED457,766457,76600%$5.4M$4.2M-$1.2M2026-10-14
Register Financial Advisors LLC
UNCHANGED170,200170,20000%$2.0M$1.6M-$459.5K2026-10-23
Bank of New York Mellon Corp
DECREASED155,615155,990-3750%$1.8M$1.4M-$424.6K2026-11-05
Citigroup Inc
DECREASED143,074412,085-269,011-65%$4.9M$1.3M-$3.6M2026-11-04
Sierra Summit Advisors LLC
NEW124,042—+124,042——$1.1M—2026-10-28
Barclays PLC
INCREASED113,11351,294+61,819+121%$605.8K$1.0M+$424.7K2026-11-06
Strs Ohio
INCREASED104,10066,400+37,700+57%$784.2K$948.4K+$164.2K2026-10-30
Virginia Retirement Systems ET Al
UNCHANGED66,98766,98700%$791.1K$610.3K-$180.9K2026-10-28
Deutsche Bank Ag\
DECREASED57,34060,771-3,431-6%$717.7K$522.4K-$195.3K2026-11-06
LPL Financial LLC
DECREASED56,06561,935-5,870-9%$731.4K$510.7K-$220.7K2026-11-06
Y.D. More Investments Ltd
DECREASED51,500254,500-203,000-80%$3.0M$469.2K-$2.5M2026-11-02
State of Wyoming
INCREASED42,21114,548+27,663+190%$171.8K$384.5K+$212.7K2026-10-28
Creative Planning
INCREASED35,06429,951+5,113+17%$353.7K$319.4K-$34.3K2026-11-02
DekaBank Deutsche Girozentrale
NEW33,814—+33,814——$307.0K—2026-10-27
Sapient Capital LLC
UNCHANGED31,94031,94000%$377.2K$291.0K-$86.2K2026-10-08
GC Wealth Management RIA, LLC
DECREASED21,10221,262-160-1%$251.1K$192.2K-$58.9K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED21,06721,760-693-3%$229.6K$197.4K-$32.2K2026-10-13
Arizona State Retirement System
INCREASED17,62717,197+430+3%$203.1K$160.6K-$42.5K2026-11-03
Amundi
INCREASED16,99515,890+1,105+7%$187.7K$154.8K-$32.8K2026-11-06
CWA Asset Management Group, LLC
UNCHANGED16,00016,00000%$189.0K$145.8K-$43.2K2026-10-19
Olympiad Research LP
NEW13,615—+13,615——$124.0K—2026-11-04
Prevail Innovative Wealth Advisors, LLC
NEW11,001—+11,001——$103.8K—2026-10-20
State of Alaska, Department of Revenue
NEW10,341—+10,341——$94.0K—2026-10-15
MQS Management LLC
NEW10,001—+10,001——$91.1K—2026-11-06
Nisa Investment Advisors, LLC
INCREASED5,6145,182+432+8%$61.2K$51.1K-$10.1K2026-10-20
PNC Financial Services Group, Inc.
INCREASED5,1935,184+9+0%$61.2K$47.3K-$13.9K2026-11-06
Parallel Advisors, LLC
INCREASED4,8734,804+69+1%$56.7K$44.4K-$12.3K2026-11-03
Gamma Investing LLC
INCREASED3,1432,255+888+39%$26.6K$28.6K+$2.0K2026-10-08
Allworth Financial LP
UNCHANGED2,6592,65900%$31.4K$31.4K$02026-11-06
Harbor Capital Advisors, Inc.
INCREASED1,9901,818+172+9%$21$18.0K+$18.0K2026-10-22
Sterling Capital Management LLC
INCREASED1,876374+1,502+402%$4.4K$17.1K+$12.7K2026-10-22
Simplex Trading, LLC
NEW1,414—+1,414——$12.9K—2026-11-04
Exchange Traded Concepts, LLC
NEW1,389—+1,389——$12.7K—2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED1,3203,847-2,527-66%$45.4K$12.0K-$33.4K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED1,0631,165-102-9%$13.8K$9.7K-$4.1K2026-11-04
Private Trust Co NA
UNCHANGED83583500%$9.9K$7.6K-$2.3K2026-10-20
IFP Advisors, Inc
UNCHANGED83483400%$9.9K$7.6K-$2.3K2026-10-16
US Bancorp \de\
DECREASED728771-43-6%$9.1K$6.6K-$2.5K2026-11-05
WPG Advisers, LLC
UNCHANGED67967900%$8.0K$6.2K-$1.8K2026-10-27
Farther Finance Advisors, LLC
INCREASED640620+20+3%$7.3K$5.8K-$1.5K2026-10-08
Root Financial Partners, LLC
NEW493—+493——$4.5K—2026-10-21
Essential Partners LLC
DECREASED343344-10%$4.1K$3.1K-$9382026-10-14
Caitong International Asset Management Co., Ltd
DECREASED337432-95-22%$5.1K$3.1K-$2.0K2026-10-29
SJS Investment Consulting Inc.
INCREASED240230+10+4%$2.7K$2.2K-$5302026-10-26
Pension & Wealth Management Advisors, Inc.
NEW198—+198——$1.8K—2026-10-16
Provenance Wealth Advisors, LLC
NEW121—+121——$1.1K—2026-10-30
Parkside Financial Bank & Trust
UNCHANGED11511500%$1.4K$1.0K-$3112026-10-27
Fortitude Family Office, LLC
UNCHANGED11011000%$1.3K$1.0K-$2972026-10-14
True Wealth Design, LLC
UNCHANGED848400%$993$766-$2272026-10-13
Ascentis Wealth Management, LLC
NEW78—+78——$710—2026-11-03
Covestor Ltd
DECREASED4270-28-40%$1$0-$12026-10-30
Clearstead Advisors, LLC
DECREASED1037-27-73%$438$92-$3462026-11-06
SBI Securities Co., Ltd.
DECREASED525-20-80%$295$46-$2492026-10-22
Jackson Creek Investment Advisors LLC
CLOSED048,673-48,673-100%$494$0-$4942026-11-04
Summit Securities Group LLC
CLOSED0488-488-100%$5.8K$0-$5.8K2026-11-05
Rossby Financial, LCC
CLOSED0440-440-100%$5.2K$0-$5.2K2026-11-05
Wealth Enhancement Trust Services, Inc.
CLOSED0144-144-100%$1.7K$0-$1.7K2026-10-07
Physician Wealth Advisors, Inc.
CLOSED033-33-100%$390$0-$3902026-10-20
Platinum Equity Advisors, LLC
N/A—156,743,635-156,743,635-100%$1.9B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,156,876-6,156,876-100%$72.7M———
BlackRock, Inc.
N/A—4,574,024-4,574,024-100%$54.0M———
Vanguard Capital Management LLC
N/A—2,578,410-2,578,410-100%$30.5M———
Arrowstreet Capital, Limited Partnership
N/A—2,202,031-2,202,031-100%$26.0M———
Goldman Sachs Group Inc
N/A—1,877,617-1,877,617-100%$22.2M———
Alyeska Investment Group, L.P.
N/A—1,642,331-1,642,331-100%$19.4M———
Boston Partners
N/A—1,625,092-1,625,092-100%$19.2M———
JPMorgan Chase & Co
N/A—1,587,319-1,587,319-100%$19.0M———
State Street Corp
N/A—1,518,554-1,518,554-100%$17.9M———
First Trust Advisors LP
N/A—1,510,931-1,510,931-100%$17.8M———
Morgan Stanley
N/A—1,258,227-1,258,227-100%$14.9M———
Bank of America Corp
N/A—1,193,457-1,193,457-100%$14.1M———
Algert Global LLC
N/A—1,174,190-1,174,190-100%$13.9M———
Clearbridge Investments, LLC
N/A—1,006,418-1,006,418-100%$11.9M———
Vanguard Portfolio Management LLC
N/A—954,705-954,705-100%$11.3M———
Bridgeway Capital Management, LLC
N/A—908,125-908,125-100%$10.7M———
Empowered Funds, LLC
N/A—873,125-873,125-100%$10.3M———
First Eagle Investment Management, LLC
N/A—861,753-861,753-100%$10.2M———
AQR Capital Management LLC
N/A—753,989-753,989-100%$8.9M———
Heartland Advisors Inc
N/A—700,000-700,000-100%$8.3M———
Intrinsic Edge Capital Management LLC
N/A—685,622-685,622-100%$8.1M———
D. E. Shaw & Co., Inc.
N/A—623,637-623,637-100%$7.4M———
Northern Trust Corp
N/A—607,658-607,658-100%$7.2M———
Charles Schwab Investment Management Inc
N/A—515,084-515,084-100%$6.1M———
Silvercrest Asset Management Group LLC
N/A—509,469-509,469-100%$6.0M———
Walleye Capital LLC
N/A—463,475-463,475-100%$5.5M———
Hotchkis & Wiley Capital Management LLC
N/A—439,840-439,840-100%$5.2M———
Vanguard Fiduciary Trust Co
N/A—431,711-431,711-100%$5.1M———
Invesco Ltd.
N/A—354,702-354,702-100%$4.2M———
EFG International AG
N/A—344,458-344,458-100%$4.1M———
Voleon Capital Management LP
N/A—342,120-342,120-100%$4.0M———
BNP Paribas Financial Markets
N/A—321,210-321,210-100%$3.8M———
Federated Hermes, Inc.
N/A—296,020-296,020-100%$3.5M———
HRT Financial LP
N/A—254,651-254,651-100%$3.0M———
Gilder Gagnon Howe & Co LLC
N/A—216,872-216,872-100%$2.6M———
SEI Investments Co
N/A—215,771-215,771-100%$2.5M———
Occudo Quantitative Strategies LP
N/A—200,573-200,573-100%$2.4M———
Mariner, LLC
N/A—190,057-190,057-100%$2.2M———
Point72 Asset Management, L.P.
N/A—179,100-179,100-100%$2.1M———
Nuveen, LLC
N/A—152,072-152,072-100%$1.8M———
UBS Group AG
N/A—150,891-150,891-100%$1.8M———
Norges Bank
N/A—134,400-134,400-100%$1.6M———
American Century Companies Inc
N/A—131,663-131,663-100%$1.6M———
Swiss National Bank
N/A—125,100-125,100-100%$1.5M———
Private Capital Management, LLC
N/A—124,555-124,555-100%$1.5M———
FMR LLC
N/A—117,428-117,428-100%$1.4M———
Cornerstone Investment Partners, LLC
N/A—114,163-114,163-100%$1.3M———
Acadian Asset Management LLC
N/A—109,538-109,538-100%$1.3M———
EntryPoint Capital, LLC
N/A—108,253-108,253-100%$1.3M———
UBS Asset Management Americas LLC
N/A—104,449-104,449-100%$1.2M———
Alliancebernstein L.P.
N/A—101,970-101,970-100%$669.9K———
Sandler Capital Management
N/A—87,077-87,077-100%$1.0M———
Varcov Co.
N/A—86,733-86,733-100%$1.0M———
Tidal Investments LLC
N/A—83,602-83,602-100%$987.3K———
Rhumbline Advisers
N/A—74,455-74,455-100%$879.3K———
XTX Topco Ltd
N/A—73,285-73,285-100%$865.5K———
Wells Fargo & Company
N/A—71,661-71,661-100%$846.3K———
Lazard Asset Management LLC
N/A—70,060-70,060-100%$827.4K———
California State Teachers Retirement System
N/A—67,897-67,897-100%$801.9K———
Canada Pension Plan Investment Board
N/A—62,800-62,800-100%$741.7K———
Zacks Investment Management
N/A—58,249-58,249-100%$687.9K———
Dark Forest Capital Management LP
N/A—55,185-55,185-100%$651.7K———
Legal & General Group Plc
N/A—55,144-55,144-100%$651.3K———
Balyasny Asset Management L.P.
N/A—52,960-52,960-100%$625.5K———
Price T Rowe Associates Inc
N/A—50,999-50,999-100%$603.0K———
Pine Valley Investments Ltd Liability Co
N/A—49,500-49,500-100%$584.6K———
Brevan Howard Capital Management LP
N/A—49,017-49,017-100%$578.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—46,937-46,937-100%$554.3K———
Schonfeld Strategic Advisors LLC
N/A—45,360-45,360-100%$535.7K———
Ameriprise Financial Inc
N/A—42,917-42,917-100%$506.9K———
Cetera Investment Advisers
N/A—41,408-41,408-100%$489.0K———
IEQ Capital, LLC
N/A—38,698-38,698-100%$457.0K———
Vanguard Global Advisers, LLC
N/A—38,303-38,303-100%$452.4K———
GSA Capital Partners LLP
N/A—37,267-37,267-100%$440.0K———
MetLife Investment Management, LLC
N/A—36,059-36,059-100%$425.9K———
Hillsdale Investment Management Inc.
N/A—35,870-35,870-100%$423.6K———
Vanguard Asset Management, Ltd
N/A—35,867-35,867-100%$423.6K———
Manufacturers Life Insurance Company, the
N/A—33,542-33,542-100%$396.1K———
Prudential Financial Inc
N/A—29,935-29,935-100%$353.5K———
Jupiter Topco LLC
N/A—28,800-28,800-100%$340.0K———
Tudor Investment Corp ET AL
N/A—28,729-28,729-100%$339.3K———
Mercer Global Advisors Inc
N/A—25,663-25,663-100%$303.1K———
Quantinno Capital Management LP
N/A—23,941-23,941-100%$282.7K———
Citadel Advisors LLC
N/A—23,304-23,304-100%$275.2K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—23,232-23,232-100%$274.4K———
New York State Common Retirement Fund
N/A—21,772-21,772-100%$257.1K———
Envestnet Asset Management Inc
N/A—21,264-21,264-100%$251.1K———
Susquehanna International Group, LLP
N/A—21,026-21,026-100%$248.3K———
Cerity Partners LLC
N/A—20,939-20,939-100%$247.3K———
Quantbot Technologies LP
N/A—19,902-19,902-100%$235.0K———
Mangrove Partners IM, LLC
N/A—19,684-19,684-100%$232.5K———
Intech Investment Management LLC
N/A—19,160-19,160-100%$226.3K———
Two Sigma Investments, LP
N/A—19,152-19,152-100%$226.2K———
Polymer Capital Management (US) LLC
N/A—18,531-18,531-100%$218.9K———
Mirabella Financial Services LLP
N/A—18,435-18,435-100%$217.7K———
Police & Firemen's Retirement System of New Jersey
N/A—18,139-18,139-100%$214.2K———
Royal Bank of Canada
N/A—17,656-17,656-100%$209.0K———
Quadrature Capital Ltd
N/A—17,499-17,499-100%$206.7K———
Mitsubishi UFJ Trust & Banking Corp
N/A—17,322-17,322-100%$204.6K———
Vanguard Investments Australia, Ltd.
N/A—16,372-16,372-100%$193.4K———
State Board of Administration of Florida Retirement System
N/A—16,220-16,220-100%$191.6K———
Graham Capital Management, L.P.
N/A—15,418-15,418-100%$182.1K———
M&T Bank Corp
N/A—15,416-15,416-100%$182.1K———
KLP Kapitalforvaltning AS
N/A—14,600-14,600-100%$172.4K———
Vestcor Inc
N/A—14,356-14,356-100%$170.0K———
Kemnay Advisory Services Inc.
N/A—14,184-14,184-100%$167.5K———
Entropy Technologies, LP
N/A—13,417-13,417-100%$158.5K———
Voya Investment Management LLC
N/A—12,729-12,729-100%$150.3K———
Jump Financial, LLC
N/A—12,719-12,719-100%$150.2K———
SG Americas Securities, LLC
N/A—12,161-12,161-100%$144.0K———
Captrust Financial Advisors
N/A—11,806-11,806-100%$139.4K———
DRW Securities, LLC
N/A—11,444-11,444-100%$135.2K———
Squarepoint Ops LLC
N/A—11,342-11,342-100%$133.9K———
Aquatic Capital Management LLC
N/A—10,525-10,525-100%$124.3K———
Tower Research Capital LLC (TRC)
N/A—5,818-5,818-100%$68.7K———
Arax Advisory Partners
N/A—5,043-5,043-100%$59.6K———
Ameritas Investment Partners, Inc.
N/A—5,004-5,004-100%$59.1K———
NewEdge Advisors, LLC
N/A—2,675-2,675-100%$31.6K———
Smartleaf Asset Management LLC
N/A—679-679-100%$8.1K———
Rothschild Investment LLC
N/A—671-671-100%$7.9K———
Global Retirement Partners, LLC
N/A—660-660-100%$7.8K———
Group One Trading LLC
N/A—500-500-100%$5.9K———
Raffa Wealth Management, LLC
N/A—272-272-100%$3.2K———
Osaic Holdings, Inc.
N/A—208-208-100%$2.5K———
Optiver Holding B.V.
N/A—206-206-100%$2.4K———
Quarry LP
N/A—201-201-100%$2.4K———
Keating Financial Advisory Services, Inc.
N/A—147-147-100%$1.7K———
Transamerica Financial Advisors, LLC
N/A—130-130-100%$1.5K———
Basecamp Wealth Advisors LLC
N/A—104-104-100%$1.2K———
Jones Financial Companies Lllp
N/A—36-36-100%$430———
National Bank of Canada
N/A—21-21-100%$248———
JPL Wealth Management, LLC
N/A—8-8-100%$95———
Huntington National Bank
N/A—1-1-100%$12———
Showing 198 of 198 institutions