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Xtrackers Harvest CSI 300 CH (ASHR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Icici Prudential Asset Management Co Ltd
UNCHANGED
Shares1,402,210 from 1,402,210
Change0 (0%)
Value$45.8M (-$5.6M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares734,945 from 734,945
Change0 (0%)
Value$24.0M (-$2.9M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares351,984 from 313,316
Change+38,668 (+12%)
Value$11.5M (+$13.2K)
Filed 2026-11-06
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares345,757 from 345,757
Change0 (0%)
Value$11.3M (-$1.4M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares229,254 from 236,503
Change-7,249 (-3%)
Value$7.5M (-$1.2M)
Filed 2026-10-30
Journey Advisory Group, LLC
NEW
Shares187,847
Change+187,847
Value$6.1M
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares141,520 from 139,510
Change+2,010 (+1%)
Value$4.6M (-$491.0K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
INCREASED
Shares121,010 from 115,310
Change+5,700 (+5%)
Value$4.0M (-$273.9K)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares119,408 from 119,408
Change0 (0%)
Value$3.9M (-$476.4K)
Filed 2026-10-29
Corecam AG
INCREASED
Shares90,900 from 63,800
Change+27,100 (+42%)
Value$3.0M (+$630.8K)
Filed 2026-10-29
William Blair Investment Management, LLC
UNCHANGED
Shares90,277 from 90,277
Change0 (0%)
Value$2.9M (-$360.2K)
Filed 2026-11-06
Vontobel Holding Ltd.
INCREASED
Shares82,008 from 79,863
Change+2,145 (+3%)
Value$2.7M (-$248.6K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares74,715 from 30,635
Change+44,080 (+144%)
Value$2.4M (+$1.3M)
Filed 2026-11-04
Summit Place Financial Advisors, LLC
DECREASED
Shares49,024 from 53,094
Change-4,070 (-8%)
Value$1.6M (-$344.8K)
Filed 2026-10-23
Bochk Asset Management Ltd
NEW
Shares35,203
Change+35,203
Value$1.2M
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares31,200 from 31,200
Change0 (0%)
Value$1.0M (-$124.5K)
Filed 2026-11-03
Washington Growth Strategies LLC
UNCHANGED
Shares27,852 from 27,852
Change0 (0%)
Value$909.9K (-$111.1K)
Filed 2026-10-19
Corecam Pte. Ltd.
INCREASED
Shares27,800 from 23,000
Change+4,800 (+21%)
Value$908.2K (+$65.0K)
Filed 2026-10-23
New York Life Investment Management LLC
INCREASED
Shares24,494 from 23,975
Change+519 (+2%)
Value$800.2K (-$78.7K)
Filed 2026-11-04
Polunin Capital Partners Ltd
UNCHANGED
Shares23,183 from 23,183
Change0 (0%)
Value$745 (-$75)
Filed 2026-10-20
Acima Private Wealth, LLC
DECREASED
Shares21,040 from 21,404
Change-364 (-2%)
Value$687.4K (-$97.3K)
Filed 2026-10-05
City of London Investment Management Co LTD
DECREASED
Shares18,645 from 28,255
Change-9,610 (-34%)
Value$609.1K (-$426.7K)
Filed 2026-10-30
Phraction Management LLC
UNCHANGED
Shares17,610 from 17,610
Change0 (0%)
Value$575.3K (-$70.3K)
Filed 2026-10-14
ASO Group Ltd
UNCHANGED
Shares13,121 from 13,121
Change0 (0%)
Value$429.0K (-$52.0K)
Filed 2026-11-05
Mondrian Investment Partners LTD
DECREASED
Shares12,880 from 13,385
Change-505 (-4%)
Value$420.8K (-$69.9K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares12,844 from 13,950
Change-1,106 (-8%)
Value$419.6K (-$91.8K)
Filed 2026-11-06
Deltec Asset Management LLC
INCREASED
Shares12,500 from 7,500
Change+5,000 (+67%)
Value$408.4K (+$133.4K)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares11,919 from 13,152
Change-1,233 (-9%)
Value$389.4K (-$92.8K)
Filed 2026-10-13
Waystone Advisors LLC
DECREASED
Shares10,631 from 10,822
Change-191 (-2%)
Value$389.7K (-$7.0K)
Filed 2026-10-16
Creative Planning
DECREASED
Shares8,189 from 8,286
Change-97 (-1%)
Value$267.5K (-$36.2K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares6,858 from 6,732
Change+126 (+2%)
Value$224.0K (-$22.7K)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
DECREASED
Shares6,600 from 20,450
Change-13,850 (-68%)
Value$215.6K (-$534.1K)
Filed 2026-10-28
Deutsche Bank Ag\
DECREASED
Shares6,500 from 52,757
Change-46,257 (-88%)
Value$212.4K (-$1.7M)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares3,781 from 3,247
Change+534 (+16%)
Value$123.5K (+$4.5K)
Filed 2026-10-16
Russell Investments Group, Ltd.
NEW
Shares3,100
Change+3,100
Value$101.3K
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares2,594 from 99
Change+2,495 (+2520%)
Value$84.7K (+$81.1K)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares2,305 from 1,355,364
Change-1,353,059 (-100%)
Value$75.3K (-$49.6M)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares1,641 from 1,641
Change0 (0%)
Value$60.2K ($0)
Filed 2026-11-06
Strengthening Families & Communities, LLC
INCREASED
Shares1,511 from 1,399
Change+112 (+8%)
Value$49.4K (-$1.9K)
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$27.2K (-$3.3K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$19.6K (-$2.4K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$14.7K (-$1.8K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares376 from 369
Change+7 (+2%)
Value$12.3K (-$1.2K)
Filed 2026-10-14
Byrne Asset Management LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$7.9K (-$938)
Filed 2026-10-06
DeDora Capital, Inc.
NEW
Shares145
Change+145
Value$4.7K
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.5K (-$299)
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares2
Change+2
Value$65
Filed 2026-10-14
Prospera Financial Services Inc
CLOSED
Shares0 from 35,455
Change-35,455 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 27,000
Change-27,000 (-100%)
Value$0 (-$989.8K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
CLOSED
Shares0 from 24,232
Change-24,232 (-100%)
Value$0 (-$888.3K)
Filed 2026-10-30
Balefire, LLC
CLOSED
Shares0 from 23,153
Change-23,153 (-100%)
Value$0 (-$848.8K)
Filed 2026-10-09
Algorithmic Investment Models, LLC
CLOSED
Shares0 from 17,039
Change-17,039 (-100%)
Value$0 (-$624.7K)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 11,508
Change-11,508 (-100%)
Value$0 (-$421.9K)
Filed 2026-11-05
VestGen Advisors, LLC
CLOSED
Shares0 from 10,522
Change-10,522 (-100%)
Value$0 (-$385.7K)
Filed 2026-10-27
Ping Capital Management, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$366.6K)
Filed 2026-10-13
Ascent Group, LLC
CLOSED
Shares0 from 9,501
Change-9,501 (-100%)
Value$0 (-$348.3K)
Filed 2026-10-30
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 7,456
Change-7,456 (-100%)
Value$0 (-$273.3K)
Filed 2026-10-15
Avalon Capital Management
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$238.3K)
Filed 2026-11-04
Ignite Planners, LLC
CLOSED
Shares0 from 6,214
Change-6,214 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 5,745
Change-5,745 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
Knuff & Co LLC
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-06
Blueline Advisors LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$880)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 4,522,440
Change-4,522,440 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,329,612
Change-2,329,612 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,827,273
Change-1,827,273 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,425,880
Change-1,425,880 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,181,185
Change-1,181,185 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,135,000
Change-1,135,000 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,067,840
Change-1,067,840 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,060,203
Change-1,060,203 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 1,036,482
Change-1,036,482 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 992,880
Change-992,880 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 942,260
Change-942,260 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 932,468
Change-932,468 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 823,536
Change-823,536 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 552,918
Change-552,918 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 511,946
Change-511,946 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 456,052
Change-456,052 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 400,202
Change-400,202 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 375,000
Change-375,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 374,814
Change-374,814 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 370,470
Change-370,470 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 365,940
Change-365,940 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 355,336
Change-355,336 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 297,900
Change-297,900 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 296,855
Change-296,855 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 132,389
Change-132,389 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 115,210
Change-115,210 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 110,201
Change-110,201 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 90,446
Change-90,446 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 84,000
Change-84,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 83,215
Change-83,215 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 80,863
Change-80,863 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 78,750
Change-78,750 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 78,025
Change-78,025 (-100%)
Value—
FIL Ltd
N/A
Shares— from 72,856
Change-72,856 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 69,820
Change-69,820 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 66,220
Change-66,220 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 60,225
Change-60,225 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 49,114
Change-49,114 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 46,870
Change-46,870 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 44,106
Change-44,106 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 42,629
Change-42,629 (-100%)
Value—
State Street Corp
N/A
Shares— from 41,738
Change-41,738 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 38,114
Change-38,114 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 37,777
Change-37,777 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 29,643
Change-29,643 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 29,521
Change-29,521 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 27,845
Change-27,845 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 23,033
Change-23,033 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 18,247
Change-18,247 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 16,079
Change-16,079 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 14,339
Change-14,339 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,950
Change-13,950 (-100%)
Value—
Prudential PLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 9,859
Change-9,859 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,135
Change-9,135 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 780
Change-780 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Main Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 137
Change-137 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 64
Change-64 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 37
Change-37 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Status
Icici Prudential Asset Management Co Ltd
UNCHANGED1,402,2101,402,21000%$51.4M$45.8M-$5.6M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED734,945734,94500%$26.9M$24.0M-$2.9M2026-11-02
Barclays PLC
INCREASED351,984313,316+38,668+12%$11.5M$11.5M+$13.2K2026-11-06
Analyst IMS Investment Management Services Ltd.
UNCHANGED345,757345,75700%$12.7M$11.3M-$1.4M2026-11-05
Strs Ohio
DECREASED229,254236,503-7,249-3%$8.7M$7.5M-$1.2M2026-10-30
Journey Advisory Group, LLC
NEW187,847—+187,847——$6.1M—2026-11-04
Evergreen Capital Management LLC
INCREASED141,520139,510+2,010+1%$5.1M$4.6M-$491.0K2026-10-23
Pekin Hardy Strauss, Inc.
INCREASED121,010115,310+5,700+5%$4.2M$4.0M-$273.9K2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED119,408119,40800%$4.4M$3.9M-$476.4K2026-10-29
Corecam AG
INCREASED90,90063,800+27,100+42%$2.3M$3.0M+$630.8K2026-10-29
William Blair Investment Management, LLC
UNCHANGED90,27790,27700%$3.3M$2.9M-$360.2K2026-11-06
Vontobel Holding Ltd.
INCREASED82,00879,863+2,145+3%$2.9M$2.7M-$248.6K2026-10-16
Citigroup Inc
INCREASED74,71530,635+44,080+144%$1.1M$2.4M+$1.3M2026-11-04
Summit Place Financial Advisors, LLC
DECREASED49,02453,094-4,070-8%$1.9M$1.6M-$344.8K2026-10-23
Bochk Asset Management Ltd
NEW35,203—+35,203——$1.2M—2026-10-29
Mirae Asset Global Investments Co., Ltd.
UNCHANGED31,20031,20000%$1.1M$1.0M-$124.5K2026-11-03
Washington Growth Strategies LLC
UNCHANGED27,85227,85200%$1.0M$909.9K-$111.1K2026-10-19
Corecam Pte. Ltd.
INCREASED27,80023,000+4,800+21%$843.2K$908.2K+$65.0K2026-10-23
New York Life Investment Management LLC
INCREASED24,49423,975+519+2%$878.9K$800.2K-$78.7K2026-11-04
Polunin Capital Partners Ltd
UNCHANGED23,18323,18300%$820$745-$752026-10-20
Acima Private Wealth, LLC
DECREASED21,04021,404-364-2%$784.7K$687.4K-$97.3K2026-10-05
City of London Investment Management Co LTD
DECREASED18,64528,255-9,610-34%$1.0M$609.1K-$426.7K2026-10-30
Phraction Management LLC
UNCHANGED17,61017,61000%$645.6K$575.3K-$70.3K2026-10-14
ASO Group Ltd
UNCHANGED13,12113,12100%$481.0K$429.0K-$52.0K2026-11-05
Mondrian Investment Partners LTD
DECREASED12,88013,385-505-4%$490.7K$420.8K-$69.9K2026-10-23
LPL Financial LLC
DECREASED12,84413,950-1,106-8%$511.4K$419.6K-$91.8K2026-11-06
Deltec Asset Management LLC
INCREASED12,5007,500+5,000+67%$275.0K$408.4K+$133.4K2026-10-26
Independent Financial Group, LLC
DECREASED11,91913,152-1,233-9%$482.2K$389.4K-$92.8K2026-10-13
Waystone Advisors LLC
DECREASED10,63110,822-191-2%$396.7K$389.7K-$7.0K2026-10-16
Creative Planning
DECREASED8,1898,286-97-1%$303.8K$267.5K-$36.2K2026-11-02
Kestra Advisory Services, LLC
INCREASED6,8586,732+126+2%$246.8K$224.0K-$22.7K2026-11-02
Intesa Sanpaolo Wealth Management
DECREASED6,60020,450-13,850-68%$749.7K$215.6K-$534.1K2026-10-28
Deutsche Bank Ag\
DECREASED6,50052,757-46,257-88%$1.9M$212.4K-$1.7M2026-11-06
IFP Advisors, Inc
INCREASED3,7813,247+534+16%$119.0K$123.5K+$4.5K2026-10-16
Russell Investments Group, Ltd.
NEW3,100—+3,100——$101.3K—2026-11-06
PNC Financial Services Group, Inc.
INCREASED2,59499+2,495+2520%$3.6K$84.7K+$81.1K2026-11-06
Assetmark, Inc
DECREASED2,3051,355,364-1,353,059-100%$49.7M$75.3K-$49.6M2026-10-21
Allworth Financial LP
UNCHANGED1,6411,64100%$60.2K$60.2K$02026-11-06
Strengthening Families & Communities, LLC
INCREASED1,5111,399+112+8%$51.3K$49.4K-$1.9K2026-10-21
TFC Financial Management, Inc.
UNCHANGED83283200%$30.5K$27.2K-$3.3K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED60060000%$22.0K$19.6K-$2.4K2026-10-08
Fifth Third Bancorp
UNCHANGED45145100%$16.5K$14.7K-$1.8K2026-11-05
Triumph Capital Management
INCREASED376369+7+2%$13.5K$12.3K-$1.2K2026-10-14
Byrne Asset Management LLC
UNCHANGED24024000%$8.8K$7.9K-$9382026-10-06
DeDora Capital, Inc.
NEW145—+145——$4.7K—2026-10-26
Central Trust Co
UNCHANGED757500%$2.8K$2.5K-$2992026-11-05
Mather Group, Llc.
NEW2—+2——$65—2026-10-14
Prospera Financial Services Inc
CLOSED035,455-35,455-100%$1.3M$0-$1.3M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED027,000-27,000-100%$989.8K$0-$989.8K2026-10-16
Provenance Wealth Advisors, LLC
CLOSED024,232-24,232-100%$888.3K$0-$888.3K2026-10-30
Balefire, LLC
CLOSED023,153-23,153-100%$848.8K$0-$848.8K2026-10-09
Algorithmic Investment Models, LLC
CLOSED017,039-17,039-100%$624.7K$0-$624.7K2026-11-04
Jefferies Financial Group Inc.
CLOSED011,508-11,508-100%$421.9K$0-$421.9K2026-11-05
VestGen Advisors, LLC
CLOSED010,522-10,522-100%$385.7K$0-$385.7K2026-10-27
Ping Capital Management, Inc.
CLOSED010,000-10,000-100%$366.6K$0-$366.6K2026-10-13
Ascent Group, LLC
CLOSED09,501-9,501-100%$348.3K$0-$348.3K2026-10-30
Legacy Wealth Partners, LLC
CLOSED07,456-7,456-100%$273.3K$0-$273.3K2026-10-15
Avalon Capital Management
CLOSED06,500-6,500-100%$238.3K$0-$238.3K2026-11-04
Ignite Planners, LLC
CLOSED06,214-6,214-100%$227.8K$0-$227.8K2026-10-14
Riggs Asset Managment Co. Inc.
CLOSED05,745-5,745-100%$210.6K$0-$210.6K2026-11-05
Knuff & Co LLC
CLOSED0809-809-100%$29.7K$0-$29.7K2026-11-06
Blueline Advisors LLC
CLOSED079-79-100%$1.9K$0-$1.9K2026-10-15
Brooklyn FI, LLC
CLOSED078-78-100%$2.7K$0-$2.7K2026-11-05
Cape Investment Advisory, Inc.
CLOSED024-24-100%$880$0-$8802026-10-13
Morgan Stanley
N/A—4,522,440-4,522,440-100%$165.8M———
Goldman Sachs Group Inc
N/A—2,329,612-2,329,612-100%$85.4M———
BNP Paribas Financial Markets
N/A—1,827,273-1,827,273-100%$67.0M———
CI Investments Inc.
N/A—1,425,880-1,425,880-100%$52.3M———
Bank of America Corp
N/A—1,181,185-1,181,185-100%$43.3M———
Schroder Investment Management Group
N/A—1,135,000-1,135,000-100%$41.1M———
Rafferty Asset Management, LLC
N/A—1,067,840-1,067,840-100%$39.1M———
UBS Group AG
N/A—1,060,203-1,060,203-100%$38.9M———
Castle Hook Partners LP
N/A—1,036,482-1,036,482-100%$38.0M———
Delphi Financial Group, Inc.
N/A—992,880-992,880-100%$36.4M———
Jane Street Group, LLC
N/A—942,260-942,260-100%$34.5M———
Robinhood Asset Management, LLC
N/A—932,468-932,468-100%$34.2M———
Federation des caisses Desjardins du Quebec
N/A—823,536-823,536-100%$30.2M———
SUN Life Financial Inc
N/A—552,918-552,918-100%$20.3M———
Fosun International Ltd
N/A—511,946-511,946-100%$18.8M———
Squarepoint Ops LLC
N/A—456,052-456,052-100%$16.7M———
JPMorgan Chase & Co
N/A—400,202-400,202-100%$14.5M———
Rovida Investment Management Ltd
N/A—375,000-375,000-100%$13.7M———
Citadel Advisors LLC
N/A—374,814-374,814-100%$13.7M———
HRT Financial LP
N/A—370,470-370,470-100%$13.6M———
Susquehanna International Group, LLP
N/A—365,940-365,940-100%$13.4M———
Raymond James Financial Inc
N/A—355,336-355,336-100%$13.0M———
Point72 Asset Management, L.P.
N/A—297,900-297,900-100%$10.9M———
Ameriprise Financial Inc
N/A—296,855-296,855-100%$10.9M———
Franklin Resources Inc
N/A—132,389-132,389-100%$4.9M———
Wells Fargo & Company
N/A—115,210-115,210-100%$4.2M———
Tidal Investments LLC
N/A—110,201-110,201-100%$4.0M———
Itau Unibanco Holding S.A.
N/A—90,446-90,446-100%$3.3M———
AQR Capital Management LLC
N/A—84,000-84,000-100%$3.1M———
Lazard Asset Management LLC
N/A—83,215-83,215-100%$3.1M———
Prelude Capital Management, LLC
N/A—80,863-80,863-100%$3.0M———
Galaxy Digital Inc.
N/A—78,750-78,750-100%$2.9M———
Envestnet Asset Management Inc
N/A—78,025-78,025-100%$2.9M———
FIL Ltd
N/A—72,856-72,856-100%$2.7M———
Banque Cantonale Vaudoise
N/A—69,820-69,820-100%$2.6M———
Royal Bank of Canada
N/A—66,220-66,220-100%$2.4M———
Neuberger Berman Group LLC
N/A—60,225-60,225-100%$2.2M———
Jain Global LLC
N/A—49,114-49,114-100%$1.8M———
Marshall Wace, LLP
N/A—46,870-46,870-100%$1.7M———
Seldon Capital LP
N/A—44,106-44,106-100%$1.6M———
Cetera Investment Advisers
N/A—42,629-42,629-100%$1.6M———
State Street Corp
N/A—41,738-41,738-100%$1.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—40,000-40,000-100%$1.5M———
UBS Asset Management Americas LLC
N/A—38,114-38,114-100%$1.4M———
Verition Fund Management LLC
N/A—37,777-37,777-100%$1.4M———
Twin Focus Capital Partners, LLC
N/A—29,643-29,643-100%$1.1M———
Qube Research & Technologies Ltd
N/A—29,521-29,521-100%$1.1M———
Picton Mahoney Asset Management
N/A—27,845-27,845-100%$1.0M———
Global Endowment Management, LP
N/A—26,000-26,000-100%$953.0K———
Absolute Gestao de Investimentos Ltda.
N/A—25,000-25,000-100%$916.5K———
Beacon Pointe Advisors, LLC
N/A—23,033-23,033-100%$844.4K———
Summit Trail Advisors, LLC
N/A—18,247-18,247-100%$668.9K———
Gateway Wealth Partners, LLC
N/A—16,079-16,079-100%$589.5K———
Betterment LLC
N/A—15,465-15,465-100%$567.0K———
DRW Securities, LLC
N/A—14,339-14,339-100%$525.7K———
DV Trading LLC
N/A—14,000-14,000-100%$513.2K———
HighTower Advisors, LLC
N/A—13,950-13,950-100%$511.4K———
Prudential PLC
N/A—12,600-12,600-100%$461.9K———
Capital Fund Management S.A.
N/A—12,478-12,478-100%$457.4K———
National Philanthropic Trust
N/A—11,594-11,594-100%$425.0K———
Capula Management Ltd
N/A—11,004-11,004-100%$403.4K———
Stifel Financial Corp
N/A—10,190-10,190-100%$373.6K———
VestGen Investment Management
N/A—9,859-9,859-100%$361.4K———
Cerity Partners LLC
N/A—9,135-9,135-100%$334.9K———
National Bank of Canada
N/A—7,804-7,804-100%$285.8K———
Invenomic Capital Management LP
N/A—7,388-7,388-100%$270.8K———
IEQ Capital, LLC
N/A—7,000-7,000-100%$256.6K———
Barometer Capital Management Inc.
N/A—6,900-6,900-100%$253.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—5,000-5,000-100%$168.6K———
EFG International AG
N/A—4,547-4,547-100%$166.7K———
O'shaughnessy Asset Management, LLC
N/A—3,625-3,625-100%$132.9K———
BlackRock, Inc.
N/A—3,602-3,602-100%$132.0K———
Global Retirement Partners, LLC
N/A—3,575-3,575-100%$131.1K———
Osaic Holdings, Inc.
N/A—3,550-3,550-100%$130.2K———
FWL Investment Management, LLC
N/A—1,936-1,936-100%$71.0K———
Bank of Montreal
N/A—1,935-1,935-100%$70.9K———
FMR LLC
N/A—1,310-1,310-100%$48.0K———
Rockefeller Capital Management L.P.
N/A—1,000-1,000-100%$36.7K———
Forum Finance Group S.A.
N/A—800-800-100%$24———
Geneos Wealth Management Inc.
N/A—780-780-100%$28.6K———
Parallax Volatility Advisers, L.P.
N/A—758-758-100%$27.8K———
Main Management LLC
N/A—500-500-100%$18———
Arax Advisory Partners
N/A—137-137-100%$5.0K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$3.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—64-64-100%$2.3K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—37-37-100%$1.4K———
AE Wealth Management LLC
N/A—37-37-100%$1.4K———
Showing 151 of 151 institutions