Domo Inc (DOMO)

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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Covestor Ltd

INCREASED

Shares243,450 from 122,254

Change+121,196 (+99%)

Value$810.0K (+$428.0K)

Filed 2026-10-30

Imc-Chicago, LLC

DECREASED

Shares123,893 from 400,262

Change-276,369 (-69%)

Value$412.6K (-$840.3K)

Filed 2026-11-05

State of Wyoming

NEW

Shares101,239

Change+101,239

Value$337.1K

Filed 2026-10-28

Bank of New York Mellon Corp

INCREASED

Shares99,839 from 97,597

Change+2,242 (+2%)

Value$332.5K (+$27.0K)

Filed 2026-11-05

Rockwood Wealth Management, LLC

INCREASED

Shares67,687 from 54,226

Change+13,461 (+25%)

Value$225.4K (+$55.7K)

Filed 2026-10-27

Diversify Wealth Management, LLC

UNCHANGED

Shares62,340 from 62,340

Change0 (0%)

Value$200.1K (-$22.4K)

Filed 2026-10-20

Diversify Advisory Services, LLC

UNCHANGED

Shares62,340 from 62,340

Change0 (0%)

Value$200.1K (-$22.4K)

Filed 2026-10-20

Leonteq Securities AG

NEW

Shares25,000

Change+25,000

Value$83.3K

Filed 2026-10-29

StoneX Group Inc.

NEW

Shares20,179

Change+20,179

Value$74.3K

Filed 2026-11-03

Caitong International Asset Management Co., Ltd

NEW

Shares13,365

Change+13,365

Value$44.5K

Filed 2026-10-29

Andina Capital Management, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$33.3K (+$2.0K)

Filed 2026-10-21

Citigroup Inc

DECREASED

Shares9,905 from 22,125

Change-12,220 (-55%)

Value$33.0K (-$36.3K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

INCREASED

Shares7,115 from 7,100

Change+15 (+0%)

Value$23.7K (+$1.5K)

Filed 2026-10-20

Strs Ohio

NEW

Shares5,800

Change+5,800

Value$19.3K

Filed 2026-10-30

SBI Securities Co., Ltd.

DECREASED

Shares2,024 from 2,144

Change-120 (-6%)

Value$6.7K (+$29)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares1,002 from 485

Change+517 (+107%)

Value$3.3K (+$1.8K)

Filed 2026-10-22

Gamma Investing LLC

NEW

Shares796

Change+796

Value$2.7K

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares625 from 737

Change-112 (-15%)

Value$2.1K (-$227)

Filed 2026-11-04

Bullock Wealth Management Group

UNCHANGED

Shares618 from 618

Change0 (0%)

Value$2.0K (-$109)

Filed 2026-10-09

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares561 from 561

Change0 (0%)

Value$1.9K (+$112)

Filed 2026-10-05

Avion Wealth

INCREASED

Shares317 from 170

Change+147 (+86%)

Value$1 (+$1)

Filed 2026-11-04

Fortitude Family Office, LLC

UNCHANGED

Shares285 from 285

Change0 (0%)

Value$949 (+$57)

Filed 2026-10-14

Farther Finance Advisors, LLC

DECREASED

Shares246 from 278

Change-32 (-12%)

Value$819 (-$43)

Filed 2026-10-08

Bare Financial Services, Inc

UNCHANGED

Shares182 from 182

Change0 (0%)

Value$606 (+$36)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

UNCHANGED

Shares155 from 155

Change0 (0%)

Value$517 (+$31)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares103 from 201

Change-98 (-49%)

Value$343 (-$286)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$80 (+$5)

Filed 2026-10-27

IFP Advisors, Inc

DECREASED

Shares20 from 23

Change-3 (-13%)

Value$67 (-$5)

Filed 2026-10-16

SJS Investment Consulting Inc.

DECREASED

Shares9 from 12

Change-3 (-25%)

Value$30 (-$8)

Filed 2026-10-26

Simplex Trading, LLC

CLOSED

Shares0 from 178,693

Change-178,693 (-100%)

Value$0 (-$559.3K)

Filed 2026-11-04

Belvedere Trading LLC

CLOSED

Shares0 from 11,846

Change-11,846 (-100%)

Value$0 (-$37.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

CLOSED

Shares0 from 1,591

Change-1,591 (-100%)

Value$0 (-$4)

Filed 2026-10-15

Blue Trust, Inc.

CLOSED

Shares0 from 143

Change-143 (-100%)

Value$0 (-$448)

Filed 2026-10-15

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$13)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 6,379,433

Change-6,379,433 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 3,516,664

Change-3,516,664 (-100%)

Value—

Veradace Capital Management LLC

N/A

Shares— from 2,102,185

Change-2,102,185 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,681,696

Change-1,681,696 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,642,715

Change-1,642,715 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,223,162

Change-1,223,162 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 970,620

Change-970,620 (-100%)

Value—

State Street Corp

N/A

Shares— from 810,196

Change-810,196 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 590,095

Change-590,095 (-100%)

Value—

FMR LLC

N/A

Shares— from 582,607

Change-582,607 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 438,712

Change-438,712 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 408,829

Change-408,829 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 363,553

Change-363,553 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 309,204

Change-309,204 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 296,643

Change-296,643 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 276,000

Change-276,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 257,224

Change-257,224 (-100%)

Value—

Firsthand Capital Management, Inc.

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 249,425

Change-249,425 (-100%)

Value—

Palogic Value Management, L.P.

N/A

Shares— from 244,265

Change-244,265 (-100%)

Value—

UBS Group AG

N/A

Shares— from 218,236

Change-218,236 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 150,261

Change-150,261 (-100%)

Value—

Creek Drive Management Group LLC

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 137,140

Change-137,140 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 122,091

Change-122,091 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 118,070

Change-118,070 (-100%)

Value—

Barclays PLC

N/A

Shares— from 106,717

Change-106,717 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 106,611

Change-106,611 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 97,202

Change-97,202 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 87,549

Change-87,549 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 74,041

Change-74,041 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 70,933

Change-70,933 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 69,887

Change-69,887 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 64,402

Change-64,402 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 62,678

Change-62,678 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 61,000

Change-61,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 53,636

Change-53,636 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 52,638

Change-52,638 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 41,832

Change-41,832 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 41,826

Change-41,826 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 36,896

Change-36,896 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 36,076

Change-36,076 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 34,609

Change-34,609 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 33,533

Change-33,533 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 28,490

Change-28,490 (-100%)

Value—

JBF Capital, Inc.

N/A

Shares— from 23,357

Change-23,357 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 18,831

Change-18,831 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 17,521

Change-17,521 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,988

Change-15,988 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 14,944

Change-14,944 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 14,520

Change-14,520 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,901

Change-13,901 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 12,799

Change-12,799 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,935

Change-11,935 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 9,030

Change-9,030 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,573

Change-8,573 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,549

Change-8,549 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,075

Change-3,075 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,023

Change-3,023 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,919

Change-2,919 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,745

Change-2,745 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,621

Change-2,621 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,117

Change-2,117 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,245

Change-1,245 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 999

Change-999 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 686

Change-686 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 478

Change-478 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 442

Change-442 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 297

Change-297 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 264

Change-264 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 157

Change-157 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 126

Change-126 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 50

Change-50 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Covestor Ltd	INCREASED	243,450	122,254	+121,196	+99%	$382.0K	$810.0K	+$428.0K	2026-10-30
Imc-Chicago, LLC	DECREASED	123,893	400,262	-276,369	-69%	$1.3M	$412.6K	-$840.3K	2026-11-05
State of Wyoming	NEW	101,239	—	+101,239	—	—	$337.1K	—	2026-10-28
Bank of New York Mellon Corp	INCREASED	99,839	97,597	+2,242	+2%	$305.5K	$332.5K	+$27.0K	2026-11-05
Rockwood Wealth Management, LLC	INCREASED	67,687	54,226	+13,461	+25%	$169.7K	$225.4K	+$55.7K	2026-10-27
Diversify Wealth Management, LLC	UNCHANGED	62,340	62,340	0	0%	$222.6K	$200.1K	-$22.4K	2026-10-20
Diversify Advisory Services, LLC	UNCHANGED	62,340	62,340	0	0%	$222.6K	$200.1K	-$22.4K	2026-10-20
Leonteq Securities AG	NEW	25,000	—	+25,000	—	—	$83.3K	—	2026-10-29
StoneX Group Inc.	NEW	20,179	—	+20,179	—	—	$74.3K	—	2026-11-03
Caitong International Asset Management Co., Ltd	NEW	13,365	—	+13,365	—	—	$44.5K	—	2026-10-29
Andina Capital Management, LLC	UNCHANGED	10,000	10,000	0	0%	$31.3K	$33.3K	+$2.0K	2026-10-21
Citigroup Inc	DECREASED	9,905	22,125	-12,220	-55%	$69.3K	$33.0K	-$36.3K	2026-11-04
Nisa Investment Advisors, LLC	INCREASED	7,115	7,100	+15	+0%	$22.2K	$23.7K	+$1.5K	2026-10-20
Strs Ohio	NEW	5,800	—	+5,800	—	—	$19.3K	—	2026-10-30
SBI Securities Co., Ltd.	DECREASED	2,024	2,144	-120	-6%	$6.7K	$6.7K	+$29	2026-10-22
Sterling Capital Management LLC	INCREASED	1,002	485	+517	+107%	$1.5K	$3.3K	+$1.8K	2026-10-22
Gamma Investing LLC	NEW	796	—	+796	—	—	$2.7K	—	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	625	737	-112	-15%	$2.3K	$2.1K	-$227	2026-11-04
Bullock Wealth Management Group	UNCHANGED	618	618	0	0%	$2.1K	$2.0K	-$109	2026-10-09
MassMutual Private Wealth & Trust, FSB	UNCHANGED	561	561	0	0%	$1.8K	$1.9K	+$112	2026-10-05
Avion Wealth	INCREASED	317	170	+147	+86%	$0	$1	+$1	2026-11-04
Fortitude Family Office, LLC	UNCHANGED	285	285	0	0%	$892	$949	+$57	2026-10-14
Farther Finance Advisors, LLC	DECREASED	246	278	-32	-12%	$862	$819	-$43	2026-10-08
Bare Financial Services, Inc	UNCHANGED	182	182	0	0%	$570	$606	+$36	2026-11-04
Physician Wealth Advisors, Inc.	UNCHANGED	155	155	0	0%	$486	$517	+$31	2026-10-20
Essential Partners LLC	DECREASED	103	201	-98	-49%	$629	$343	-$286	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	24	24	0	0%	$75	$80	+$5	2026-10-27
IFP Advisors, Inc	DECREASED	20	23	-3	-13%	$72	$67	-$5	2026-10-16
SJS Investment Consulting Inc.	DECREASED	9	12	-3	-25%	$38	$30	-$8	2026-10-26
Simplex Trading, LLC	CLOSED	0	178,693	-178,693	-100%	$559.3K	$0	-$559.3K	2026-11-04
Belvedere Trading LLC	CLOSED	0	11,846	-11,846	-100%	$37.1K	$0	-$37.1K	2026-11-05
State of Alaska, Department of Revenue	CLOSED	0	1,591	-1,591	-100%	$4	$0	-$4	2026-10-15
Blue Trust, Inc.	CLOSED	0	143	-143	-100%	$448	$0	-$448	2026-10-15
Wealth Enhancement Trust Services, Inc.	CLOSED	0	4	-4	-100%	$13	$0	-$13	2026-10-07
BlackRock, Inc.	N/A	—	6,379,433	-6,379,433	-100%	$20.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	3,516,664	-3,516,664	-100%	$11.0M	—	—	—
Veradace Capital Management LLC	N/A	—	2,102,185	-2,102,185	-100%	$6.6M	—	—	—
Acadian Asset Management LLC	N/A	—	1,681,696	-1,681,696	-100%	$5.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,642,715	-1,642,715	-100%	$5.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,223,162	-1,223,162	-100%	$3.8M	—	—	—
Geode Capital Management, LLC	N/A	—	970,620	-970,620	-100%	$3.0M	—	—	—
State Street Corp	N/A	—	810,196	-810,196	-100%	$2.5M	—	—	—
Jane Street Group, LLC	N/A	—	590,095	-590,095	-100%	$1.8M	—	—	—
FMR LLC	N/A	—	582,607	-582,607	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	438,712	-438,712	-100%	$1.4M	—	—	—
AQR Capital Management LLC	N/A	—	408,829	-408,829	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	363,553	-363,553	-100%	$1.1M	—	—	—
Northern Trust Corp	N/A	—	309,204	-309,204	-100%	$967.8K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	296,643	-296,643	-100%	$928.5K	—	—	—
Rangeley Capital, LLC	N/A	—	276,000	-276,000	-100%	$863.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	257,224	-257,224	-100%	$805.1K	—	—	—
Firsthand Capital Management, Inc.	N/A	—	250,000	-250,000	-100%	$782.5K	—	—	—
Morgan Stanley	N/A	—	249,425	-249,425	-100%	$780.7K	—	—	—
Palogic Value Management, L.P.	N/A	—	244,265	-244,265	-100%	$764.5K	—	—	—
UBS Group AG	N/A	—	218,236	-218,236	-100%	$683.1K	—	—	—
Citadel Advisors LLC	N/A	—	150,261	-150,261	-100%	$470.3K	—	—	—
Creek Drive Management Group LLC	N/A	—	150,000	-150,000	-100%	$469.5K	—	—	—
Group One Trading LLC	N/A	—	137,140	-137,140	-100%	$429.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	122,091	-122,091	-100%	$382.1K	—	—	—
Invesco Ltd.	N/A	—	118,070	-118,070	-100%	$369.6K	—	—	—
Barclays PLC	N/A	—	106,717	-106,717	-100%	$334.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	106,611	-106,611	-100%	$334.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	97,202	-97,202	-100%	$304.2K	—	—	—
Deutsche Bank Ag\	N/A	—	87,549	-87,549	-100%	$274.0K	—	—	—
Quadrature Capital Ltd	N/A	—	74,041	-74,041	-100%	$231.7K	—	—	—
HSBC Holdings PLC	N/A	—	70,933	-70,933	-100%	$218.5K	—	—	—
HRT Financial LP	N/A	—	69,887	-69,887	-100%	$218.0K	—	—	—
Nuveen, LLC	N/A	—	64,402	-64,402	-100%	$201.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	62,678	-62,678	-100%	$196.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	61,000	-61,000	-100%	$190.9K	—	—	—
Raymond James Financial Inc	N/A	—	53,636	-53,636	-100%	$167.9K	—	—	—
Bank of America Corp	N/A	—	52,638	-52,638	-100%	$164.8K	—	—	—
Advisory Services Network, LLC	N/A	—	41,832	-41,832	-100%	$130.9K	—	—	—
Rhumbline Advisers	N/A	—	41,826	-41,826	-100%	$130.9K	—	—	—
Jain Global LLC	N/A	—	36,896	-36,896	-100%	$115.5K	—	—	—
Renaissance Technologies LLC	N/A	—	36,076	-36,076	-100%	$112.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	34,609	-34,609	-100%	$108.3K	—	—	—
Wells Fargo & Company	N/A	—	33,533	-33,533	-100%	$105.0K	—	—	—
Alliancebernstein L.P.	N/A	—	28,490	-28,490	-100%	$87.2K	—	—	—
JBF Capital, Inc.	N/A	—	23,357	-23,357	-100%	$73.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	18,831	-18,831	-100%	$58.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	17,521	-17,521	-100%	$54.8K	—	—	—
JPMorgan Chase & Co	N/A	—	15,988	-15,988	-100%	$45.6K	—	—	—
Franklin Resources Inc	N/A	—	14,944	-14,944	-100%	$46.8K	—	—	—
Merit Financial Group, LLC	N/A	—	14,520	-14,520	-100%	$45.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,901	-13,901	-100%	$43.5K	—	—	—
Crewe Advisors LLC	N/A	—	12,799	-12,799	-100%	$40.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,935	-11,935	-100%	$37.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	9,030	-9,030	-100%	$28.3K	—	—	—
New York State Common Retirement Fund	N/A	—	8,573	-8,573	-100%	$26.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,549	-8,549	-100%	$26.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,075	-3,075	-100%	$9.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,023	-3,023	-100%	$9.5K	—	—	—
Legal & General Group Plc	N/A	—	2,919	-2,919	-100%	$9.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,745	-2,745	-100%	$8.6K	—	—	—
Royal Bank of Canada	N/A	—	2,621	-2,621	-100%	$9.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,117	-2,117	-100%	$6.6K	—	—	—
Allworth Financial LP	N/A	—	1,245	-1,245	-100%	$3.9K	—	—	—
Arax Advisory Partners	N/A	—	999	-999	-100%	$3.1K	—	—	—
Federated Hermes, Inc.	N/A	—	686	-686	-100%	$2.1K	—	—	—
California State Teachers Retirement System	N/A	—	478	-478	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	442	-442	-100%	$1.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	297	-297	-100%	$930	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	264	-264	-100%	$826	—	—	—
Rialto Wealth Management, LLC	N/A	—	175	-175	-100%	$548	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	157	-157	-100%	$491	—	—	—
Rockefeller Capital Management L.P.	N/A	—	126	-126	-100%	$395	—	—	—
Walleye Trading LLC	N/A	—	106	-106	-100%	$332	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	50	-50	-100%	$157	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	37	-37	-100%	$115	—	—	—
NewEdge Advisors, LLC	N/A	—	21	-21	-100%	$66	—	—	—
JPL Wealth Management, LLC	N/A	—	13	-13	-100%	$41	—	—	—
Walleye Capital LLC	N/A	—	2	-2	-100%	$6	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	1	-1	-100%	$2	—	—	—

Showing 114 of 114 institutions