IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Douglas Elliman Inc (DOUG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares1,884,042 from 1,917,000
Change-32,958 (-2%)
Value$2.9M (-$529.4K)
Filed 2026-11-06
Pavaki Capital Management LLC
UNCHANGED
Shares1,022,552 from 1,022,552
Change0 (0%)
Value$1.6M (-$255.6K)
Filed 2026-10-26
Dimensional Fund Advisors LP
DECREASED
Shares917,979 from 926,178
Change-8,199 (-1%)
Value$1.4M (-$244.2K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares532,487 from 147,819
Change+384,668 (+260%)
Value$809.4K (+$547.7K)
Filed 2026-10-29
Cullen Capital Management, LLC
INCREASED
Shares349,629 from 309,289
Change+40,340 (+13%)
Value$531.4K (-$16.0K)
Filed 2026-11-10
Partners Wealth Management, LLC
NEW
Shares315,290
Change+315,290
Value$479.2K
Filed 2026-10-28
Diversified Investment Strategies, LLC
DECREASED
Shares275,608 from 305,608
Change-30,000 (-10%)
Value$418.9K (-$122.0K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares191,730 from 181,072
Change+10,658 (+6%)
Value$291.4K (-$29.1K)
Filed 2026-11-05
Nuveen, LLC
INCREASED
Shares98,602 from 95,338
Change+3,264 (+3%)
Value$149.9K (-$18.9K)
Filed 2026-11-10
Oppenheimer & Co Inc
DECREASED
Shares62,803 from 74,208
Change-11,405 (-15%)
Value$95.5K (-$35.9K)
Filed 2026-10-26
Deutsche Bank Ag\
DECREASED
Shares62,518 from 71,448
Change-8,930 (-12%)
Value$95.0K (-$31.4K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares55,942 from 57,504
Change-1,562 (-3%)
Value$85.0K (-$16.8K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares51,699 from 49,274
Change+2,425 (+5%)
Value$78.6K (-$8.6K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares51,636 from 51,674
Change-38 (0%)
Value$78.5K (-$13.0K)
Filed 2026-10-23
Barclays PLC
INCREASED
Shares30,593 from 10,657
Change+19,936 (+187%)
Value$46.5K (+$27.6K)
Filed 2026-11-06
PFS Partners, LLC
UNCHANGED
Shares27,381 from 27,381
Change0 (0%)
Value$41.6K (-$6.8K)
Filed 2026-10-21
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares23,477 from 23,477
Change0 (0%)
Value$35.7K (-$5.9K)
Filed 2026-11-09
LPL Financial LLC
DECREASED
Shares23,330 from 43,397
Change-20,067 (-46%)
Value$35.5K (-$41.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares20,163 from 18,922
Change+1,241 (+7%)
Value$31 (-$2)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$30.4K (-$5.0K)
Filed 2026-11-02
Strs Ohio
INCREASED
Shares19,500 from 13,800
Change+5,700 (+41%)
Value$29.6K (+$5.2K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares18,500 from 18,500
Change0 (0%)
Value$28.1K (-$4.6K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares17,411 from 23,872
Change-6,461 (-27%)
Value$26.5K (-$15.8K)
Filed 2026-11-02
Collective Family Office LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$24.3K (-$4.0K)
Filed 2026-10-05
Ullmann Wealth Partners Group, LLC
NEW
Shares15,146
Change+15,146
Value$23.0K
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$22.8K (-$3.8K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares12,553
Change+12,553
Value$19.1K
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares12,308 from 27,034
Change-14,726 (-54%)
Value$19.2K (-$32.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares12,284 from 11,745
Change+539 (+5%)
Value$19 (-$2)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares11,669 from 10,194
Change+1,475 (+14%)
Value$17.7K (-$306)
Filed 2026-10-15
Accurate Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$15.1K (-$4.0K)
Filed 2026-10-20
FMR LLC
INCREASED
Shares9,499 from 7,757
Change+1,742 (+22%)
Value$14.4K (+$709)
Filed 2026-11-10
First Horizon Corp
DECREASED
Shares7,903 from 7,949
Change-46 (-1%)
Value$12.0K (-$2.1K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares6,384 from 6,380
Change+4 (+0%)
Value$9.7K (-$1.6K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares5,153 from 11,674
Change-6,521 (-56%)
Value$7.8K (-$12.8K)
Filed 2026-11-04
UMB Bank, n.a.
UNCHANGED
Shares3,363 from 3,363
Change0 (0%)
Value$5.1K (-$841)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares2,524 from 2,524
Change0 (0%)
Value$4.5K ($0)
Filed 2026-11-06
Ulland Investment Advisors, LLC
NEW
Shares2,000
Change+2,000
Value$3
Filed 2026-10-13
Sterling Capital Management LLC
INCREASED
Shares1,445 from 1,372
Change+73 (+5%)
Value$2.2K (-$232)
Filed 2026-10-22
Gamma Investing LLC
NEW
Shares1,392
Change+1,392
Value$2.1K
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$827 (-$136)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares427 from 849
Change-422 (-50%)
Value$649 (-$854)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares385 from 492
Change-107 (-22%)
Value$585 (-$286)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares239
Change+239
Value$363
Filed 2026-10-21
Farther Finance Advisors, LLC
DECREASED
Shares153 from 338
Change-185 (-55%)
Value$233 (-$369)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares97 from 36
Change+61 (+169%)
Value$148 (+$84)
Filed 2026-10-26
Newton One Investments LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$105 (-$18)
Filed 2026-10-14
Fortitude Family Office, LLC
DECREASED
Shares61 from 98
Change-37 (-38%)
Value$93 (-$80)
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$54 (-$8)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares17 from 160
Change-143 (-89%)
Value$26 (-$257)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$11 (+$2)
Filed 2026-10-29
Versant Capital Management, Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$11 (-$1)
Filed 2026-10-02
Clearstead Advisors, LLC
DECREASED
Shares5 from 21
Change-16 (-76%)
Value$8 (-$30)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$8 (-$1)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$3 (-$1)
Filed 2026-10-23
Intech Investment Management LLC
CLOSED
Shares0 from 16,327
Change-16,327 (-100%)
Value$0 (-$28.9K)
Filed 2026-11-09
Ground Swell Capital, LLC
CLOSED
Shares0 from 13,685
Change-13,685 (-100%)
Value$0 (-$24.2K)
Filed 2026-11-09
Brighton Jones LLC
CLOSED
Shares0 from 10,292
Change-10,292 (-100%)
Value$0 (-$18.2K)
Filed 2026-11-03
Coston, McIsaac & Partners
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 ($0)
Filed 2026-11-06
True Wealth Design, LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$238)
Filed 2026-10-13
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$19)
Filed 2026-11-06
Quest 10 Wealth Builders, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$4)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 5,358,170
Change-5,358,170 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 3,971,355
Change-3,971,355 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,672,817
Change-3,672,817 (-100%)
Value—
Moerus Capital Management LLC
N/A
Shares— from 3,241,090
Change-3,241,090 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,107,298
Change-3,107,298 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,019,624
Change-3,019,624 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 2,399,364
Change-2,399,364 (-100%)
Value—
Gate City Capital Management, LLC
N/A
Shares— from 2,129,688
Change-2,129,688 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,641,071
Change-1,641,071 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,336,794
Change-1,336,794 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 1,336,220
Change-1,336,220 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 950,000
Change-950,000 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 927,872
Change-927,872 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 742,471
Change-742,471 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 733,575
Change-733,575 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 573,260
Change-573,260 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 563,245
Change-563,245 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 511,927
Change-511,927 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 493,447
Change-493,447 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 487,007
Change-487,007 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 416,049
Change-416,049 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 400,738
Change-400,738 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 311,335
Change-311,335 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 253,344
Change-253,344 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 246,083
Change-246,083 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 223,957
Change-223,957 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 177,064
Change-177,064 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 161,438
Change-161,438 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 150,963
Change-150,963 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 144,256
Change-144,256 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 122,604
Change-122,604 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 108,266
Change-108,266 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 92,512
Change-92,512 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 87,909
Change-87,909 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 71,023
Change-71,023 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 67,934
Change-67,934 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 51,514
Change-51,514 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,244
Change-43,244 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,967
Change-42,967 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 38,337
Change-38,337 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 35,717
Change-35,717 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,294
Change-34,294 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 33,919
Change-33,919 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 33,751
Change-33,751 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 33,735
Change-33,735 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 32,383
Change-32,383 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 32,200
Change-32,200 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,188
Change-32,188 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,842
Change-31,842 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 31,129
Change-31,129 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,899
Change-28,899 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,699
Change-25,699 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,951
Change-20,951 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 17,237
Change-17,237 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,312
Change-16,312 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 12,743
Change-12,743 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,619
Change-12,619 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 11,982
Change-11,982 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,461
Change-11,461 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 760
Change-760 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 139
Change-139 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED1,884,0421,917,000-32,958-2%$3.4M$2.9M-$529.4K2026-11-06
Pavaki Capital Management LLC
UNCHANGED1,022,5521,022,55200%$1.8M$1.6M-$255.6K2026-10-26
Dimensional Fund Advisors LP
DECREASED917,979926,178-8,199-1%$1.6M$1.4M-$244.2K2026-11-04
Vise Technologies, Inc.
INCREASED532,487147,819+384,668+260%$261.6K$809.4K+$547.7K2026-10-29
Cullen Capital Management, LLC
INCREASED349,629309,289+40,340+13%$547.4K$531.4K-$16.0K2026-11-10
Partners Wealth Management, LLC
NEW315,290—+315,290——$479.2K—2026-10-28
Diversified Investment Strategies, LLC
DECREASED275,608305,608-30,000-10%$540.9K$418.9K-$122.0K2026-10-28
Bank of New York Mellon Corp
INCREASED191,730181,072+10,658+6%$320.5K$291.4K-$29.1K2026-11-05
Nuveen, LLC
INCREASED98,60295,338+3,264+3%$168.7K$149.9K-$18.9K2026-11-10
Oppenheimer & Co Inc
DECREASED62,80374,208-11,405-15%$131.3K$95.5K-$35.9K2026-10-26
Deutsche Bank Ag\
DECREASED62,51871,448-8,930-12%$126.5K$95.0K-$31.4K2026-11-06
Citigroup Inc
DECREASED55,94257,504-1,562-3%$101.8K$85.0K-$16.8K2026-11-04
Russell Investments Group, Ltd.
INCREASED51,69949,274+2,425+5%$87.2K$78.6K-$8.6K2026-11-06
Citizens Financial Group Inc
DECREASED51,63651,674-380%$91.5K$78.5K-$13.0K2026-10-23
Barclays PLC
INCREASED30,59310,657+19,936+187%$18.9K$46.5K+$27.6K2026-11-06
PFS Partners, LLC
UNCHANGED27,38127,38100%$48.5K$41.6K-$6.8K2026-10-21
Police & Firemen's Retirement System of New Jersey
UNCHANGED23,47723,47700%$41.6K$35.7K-$5.9K2026-11-09
LPL Financial LLC
DECREASED23,33043,397-20,067-46%$76.8K$35.5K-$41.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED20,16318,922+1,241+7%$33$31-$22026-11-02
Pekin Hardy Strauss, Inc.
UNCHANGED20,00020,00000%$35.4K$30.4K-$5.0K2026-11-02
Strs Ohio
INCREASED19,50013,800+5,700+41%$24.4K$29.6K+$5.2K2026-10-30
Mesirow Financial Investment Management, Inc.
UNCHANGED18,50018,50000%$32.7K$28.1K-$4.6K2026-11-05
Creative Planning
DECREASED17,41123,872-6,461-27%$42.3K$26.5K-$15.8K2026-11-02
Collective Family Office LLC
UNCHANGED16,00016,00000%$28.3K$24.3K-$4.0K2026-10-05
Ullmann Wealth Partners Group, LLC
NEW15,146—+15,146——$23.0K—2026-11-02
Golden State Wealth Management, LLC
UNCHANGED15,00015,00000%$26.6K$22.8K-$3.8K2026-11-02
StoneX Group Inc.
NEW12,553—+12,553——$19.1K—2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED12,30827,034-14,726-54%$51.6K$19.2K-$32.4K2026-10-13
Park Avenue Securities LLC
INCREASED12,28411,745+539+5%$21$19-$22026-10-26
Atria Investments, Inc
INCREASED11,66910,194+1,475+14%$18.0K$17.7K-$3062026-10-15
Accurate Wealth Management, LLC
UNCHANGED10,00010,00000%$19.1K$15.1K-$4.0K2026-10-20
FMR LLC
INCREASED9,4997,757+1,742+22%$13.7K$14.4K+$7092026-11-10
First Horizon Corp
DECREASED7,9037,949-46-1%$14.1K$12.0K-$2.1K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED6,3846,380+4+0%$11.3K$9.7K-$1.6K2026-10-30
Simplex Trading, LLC
DECREASED5,15311,674-6,521-56%$20.7K$7.8K-$12.8K2026-11-04
UMB Bank, n.a.
UNCHANGED3,3633,36300%$6.0K$5.1K-$8412026-11-06
Allworth Financial LP
UNCHANGED2,5242,52400%$4.5K$4.5K$02026-11-06
Ulland Investment Advisors, LLC
NEW2,000—+2,000——$3—2026-10-13
Sterling Capital Management LLC
INCREASED1,4451,372+73+5%$2.4K$2.2K-$2322026-10-22
Gamma Investing LLC
NEW1,392—+1,392——$2.1K—2026-10-08
SBI Securities Co., Ltd.
UNCHANGED54454400%$963$827-$1362026-10-22
EverSource Wealth Advisors, LLC
DECREASED427849-422-50%$1.5K$649-$8542026-11-04
Essential Partners LLC
DECREASED385492-107-22%$871$585-$2862026-10-14
Root Financial Partners, LLC
NEW239—+239——$363—2026-10-21
Farther Finance Advisors, LLC
DECREASED153338-185-55%$602$233-$3692026-10-08
SJS Investment Consulting Inc.
INCREASED9736+61+169%$64$148+$842026-10-26
Newton One Investments LLC
UNCHANGED696900%$123$105-$182026-10-14
Fortitude Family Office, LLC
DECREASED6198-37-38%$173$93-$802026-10-14
Quaker Wealth Management, LLC
UNCHANGED353500%$62$54-$82026-10-22
IFP Advisors, Inc
DECREASED17160-143-89%$283$26-$2572026-10-16
Caitong International Asset Management Co., Ltd
INCREASED75+2+40%$9$11+$22026-10-29
Versant Capital Management, Inc
UNCHANGED7700%$12$11-$12026-10-02
Clearstead Advisors, LLC
DECREASED521-16-76%$38$8-$302026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED5500%$9$8-$12026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED2200%$4$3-$12026-10-23
Intech Investment Management LLC
CLOSED016,327-16,327-100%$28.9K$0-$28.9K2026-11-09
Ground Swell Capital, LLC
CLOSED013,685-13,685-100%$24.2K$0-$24.2K2026-11-09
Brighton Jones LLC
CLOSED010,292-10,292-100%$18.2K$0-$18.2K2026-11-03
Coston, McIsaac & Partners
CLOSED0223-223-100%$0$0$02026-11-06
True Wealth Design, LLC
CLOSED0134-134-100%$238$0-$2382026-10-13
PNC Financial Services Group, Inc.
CLOSED011-11-100%$19$0-$192026-11-06
Quest 10 Wealth Builders, Inc.
CLOSED02-2-100%$4$0-$42026-11-02
BlackRock, Inc.
N/A—5,358,170-5,358,170-100%$9.5M———
Clearline Capital LP
N/A—3,971,355-3,971,355-100%$7.0M———
Ameriprise Financial Inc
N/A—3,672,817-3,672,817-100%$6.5M———
Moerus Capital Management LLC
N/A—3,241,090-3,241,090-100%$5.7M———
Vanguard Capital Management LLC
N/A—3,107,298-3,107,298-100%$5.5M———
Renaissance Technologies LLC
N/A—3,019,624-3,019,624-100%$5.3M———
Portolan Capital Management, LLC
N/A—2,399,364-2,399,364-100%$4.2M———
Gate City Capital Management, LLC
N/A—2,129,688-2,129,688-100%$3.8M———
First Eagle Investment Management, LLC
N/A—1,641,071-1,641,071-100%$2.9M———
State Street Corp
N/A—1,336,794-1,336,794-100%$2.4M———
Saber Capital Managment, LLC
N/A—1,336,220-1,336,220-100%$2.4M———
Stokes Family Office, LLC
N/A—950,000-950,000-100%$1.7M———
American Century Companies Inc
N/A—927,872-927,872-100%$1.6M———
AQR Capital Management LLC
N/A—742,471-742,471-100%$1.3M———
Marshall Wace, LLP
N/A—733,575-733,575-100%$1.3M———
Northern Trust Corp
N/A—573,260-573,260-100%$1.0M———
Bridgeway Capital Management, LLC
N/A—563,245-563,245-100%$996.9K———
Vanguard Fiduciary Trust Co
N/A—511,927-511,927-100%$906.1K———
Goldman Sachs Group Inc
N/A—493,447-493,447-100%$873.4K———
Vanguard Portfolio Management LLC
N/A—487,007-487,007-100%$862.0K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—416,049-416,049-100%$736.4K———
D. E. Shaw & Co., Inc.
N/A—400,738-400,738-100%$709.3K———
Morgan Stanley
N/A—311,335-311,335-100%$551.1K———
Two Sigma Investments, LP
N/A—253,344-253,344-100%$448.4K———
Price T Rowe Associates Inc
N/A—246,083-246,083-100%$436.0K———
Charles Schwab Investment Management Inc
N/A—223,957-223,957-100%$396.4K———
CastleKnight Management LP
N/A—177,064-177,064-100%$313.4K———
Lone Peak Global Investors LLC
N/A—161,438-161,438-100%$285.7K———
XY Capital Ltd
N/A—150,963-150,963-100%$267.2K———
Susquehanna International Group, LLP
N/A—144,256-144,256-100%$255.3K———
Invesco Ltd.
N/A—122,604-122,604-100%$217.0K———
Susquehanna Portfolio Strategies, LLC
N/A—108,266-108,266-100%$191.6K———
Wells Fargo & Company
N/A—92,512-92,512-100%$163.7K———
GSA Capital Partners LLP
N/A—87,909-87,909-100%$156.0K———
Captrust Financial Advisors
N/A—71,023-71,023-100%$125.7K———
IEQ Capital, LLC
N/A—67,934-67,934-100%$120.2K———
Rhumbline Advisers
N/A—51,514-51,514-100%$91.2K———
Mariner, LLC
N/A—43,244-43,244-100%$76.5K———
Bank of America Corp
N/A—42,967-42,967-100%$76.1K———
XTX Topco Ltd
N/A—38,337-38,337-100%$67.9K———
Envestnet Asset Management Inc
N/A—35,717-35,717-100%$63.2K———
Cetera Investment Advisers
N/A—34,294-34,294-100%$60.7K———
Jane Street Group, LLC
N/A—33,919-33,919-100%$60.0K———
Prudential Financial Inc
N/A—33,751-33,751-100%$59.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—33,735-33,735-100%$59.7K———
Cerity Partners LLC
N/A—32,383-32,383-100%$57.3K———
New York State Common Retirement Fund
N/A—32,200-32,200-100%$57.0K———
JPMorgan Chase & Co
N/A—32,188-32,188-100%$57.9K———
Raymond James Financial Inc
N/A—31,842-31,842-100%$56.4K———
Two Sigma Securities, LLC
N/A—31,129-31,129-100%$55.1K———
Vanguard Global Advisers, LLC
N/A—28,899-28,899-100%$51.2K———
Alliancebernstein L.P.
N/A—28,500-28,500-100%$46.7K———
UBS Group AG
N/A—25,699-25,699-100%$45.5K———
Mercer Global Advisors Inc
N/A—20,951-20,951-100%$37.1K———
SEI Investments Co
N/A—17,237-17,237-100%$30.5K———
Tower Research Capital LLC (TRC)
N/A—16,312-16,312-100%$28.9K———
Tandem Financial, LLC
N/A—13,500-13,500-100%$23.9K———
United Capital Financial Advisors, LLC
N/A—13,153-13,153-100%$23.3K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—12,743-12,743-100%$22.6K———
Royal Bank of Canada
N/A—12,619-12,619-100%$22.0K———
Graham Capital Management, L.P.
N/A—11,982-11,982-100%$21.2K———
Vanguard Personalized Indexing Management, LLC
N/A—11,461-11,461-100%$20.3K———
Ameritas Investment Partners, Inc.
N/A—7,487-7,487-100%$13.3K———
Legal & General Group Plc
N/A—6,664-6,664-100%$11.8K———
Arax Advisory Partners
N/A—3,922-3,922-100%$6.9K———
Osaic Holdings, Inc.
N/A—3,145-3,145-100%$5.6K———
Federated Hermes, Inc.
N/A—2,844-2,844-100%$5.0K———
California State Teachers Retirement System
N/A—1,009-1,009-100%$1.8K———
Northwestern Mutual Wealth Management Co
N/A—760-760-100%$1.3K———
Group One Trading LLC
N/A—450-450-100%$796———
Rothschild Investment LLC
N/A—391-391-100%$692———
ST Germain D J Co Inc
N/A—139-139-100%$246———
Basecamp Wealth Advisors LLC
N/A—42-42-100%$74———
Transamerica Financial Advisors, LLC
N/A—29-29-100%$51———
JPL Wealth Management, LLC
N/A—5-5-100%$9———
Showing 137 of 137 institutions