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Dream Finders Homes Inc (DFH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cooke & Bieler LP
DECREASED
Shares1,518,544 from 1,870,801
Change-352,257 (-19%)
Value$16.2M (-$16.0M)
Filed 2026-10-21
Dimensional Fund Advisors LP
DECREASED
Shares1,341,220 from 1,546,957
Change-205,737 (-13%)
Value$14.4M (-$12.3M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares733,350 from 729,022
Change+4,328 (+1%)
Value$7.8M (-$4.7M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares344,977 from 344,821
Change+156 (+0%)
Value$3.7M (-$2.3M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares211,801 from 66,503
Change+145,298 (+218%)
Value$2.3M (+$1.1M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares195,978 from 164,146
Change+31,832 (+19%)
Value$2.1M (-$736.2K)
Filed 2026-11-05
Bretton Capital Management, LLC
UNCHANGED
Shares170,500 from 170,500
Change0 (0%)
Value$1.8M (-$1.1M)
Filed 2026-10-22
Principal Financial Group Inc
DECREASED
Shares130,982 from 133,998
Change-3,016 (-2%)
Value$1.4M (-$911.3K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares107,094 from 185,926
Change-78,832 (-42%)
Value$1.1M (-$2.1M)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares86,668 from 88,296
Change-1,628 (-2%)
Value$927.3K (-$596.6K)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares73,255 from 81,704
Change-8,449 (-10%)
Value$783.8K (-$626.4K)
Filed 2026-11-06
Jackson Square Capital, LLC
DECREASED
Shares69,000 from 69,500
Change-500 (-1%)
Value$738.3K (-$461.3K)
Filed 2026-10-19
SummerHaven Investment Management, LLC
NEW
Shares57,771
Change+57,771
Value$618.2K
Filed 2026-10-19
Russell Investments Group, Ltd.
INCREASED
Shares46,735 from 34,958
Change+11,777 (+34%)
Value$500.1K (-$103.3K)
Filed 2026-11-06
Daiwa Securities Group Inc.
DECREASED
Shares43,725 from 49,864
Change-6,139 (-12%)
Value$467.9K (-$392.8K)
Filed 2026-10-29
Integrity Alliance, Llc.
NEW
Shares43,528
Change+43,528
Value$465.8K
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares17,420 from 18,205
Change-785 (-4%)
Value$186.0K (-$128.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares16,288 from 17,137
Change-849 (-5%)
Value$174.3K (-$121.5K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,626 from 10,129
Change+4,497 (+44%)
Value$140.4K (-$19.9K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares13,253 from 12,439
Change+814 (+7%)
Value$141.8K (-$72.9K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares12,746 from 15,906
Change-3,160 (-20%)
Value$136.4K (-$138.2K)
Filed 2026-10-23
Louisiana State Employees Retirement System
DECREASED
Shares11,700 from 12,200
Change-500 (-4%)
Value$125.2K (-$85.4K)
Filed 2026-10-20
Fulcrum Asset Management LLP
INCREASED
Shares11,156 from 66
Change+11,090 (+16803%)
Value$122.7K (+$121.6K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares11,035 from 11,260
Change-225 (-2%)
Value$118.1K (-$76.3K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares10,271 from 12,800
Change-2,529 (-20%)
Value$109.9K (-$111.0K)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares8,122 from 1,900
Change+6,222 (+327%)
Value$86.9K (+$54.1K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares6,383 from 8,441
Change-2,058 (-24%)
Value$68.3K (-$77.4K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
DECREASED
Shares6,096 from 6,296
Change-200 (-3%)
Value$65.2K (-$43.4K)
Filed 2026-10-30
New York State Teachers Retirement System
INCREASED
Shares6,085 from 4,481
Change+1,604 (+36%)
Value$65.0K (-$12.0K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares5,591 from 9,996
Change-4,405 (-44%)
Value$59.8K (-$112.7K)
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares4,602 from 9,130
Change-4,528 (-50%)
Value$49.0K (-$108.0K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
INCREASED
Shares3,269 from 1,397
Change+1,872 (+134%)
Value$35.0K (+$11.0K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares3,101 from 1,058
Change+2,043 (+193%)
Value$33.2K (+$14.9K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares2,519 from 2,584
Change-65 (-3%)
Value$27.0K (-$17.6K)
Filed 2026-11-06
Versant Capital Management, Inc
DECREASED
Shares1,467 from 5,135
Change-3,668 (-71%)
Value$15.7K (-$72.9K)
Filed 2026-10-02
Signaturefd, LLC
DECREASED
Shares1,342 from 2,152
Change-810 (-38%)
Value$14.4K (-$22.8K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares1,294 from 1,194
Change+100 (+8%)
Value$13.8K (-$6.8K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$13.8K (-$8.4K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares1,275 from 1,112
Change+163 (+15%)
Value$22.0K (+$2.8K)
Filed 2026-11-06
Jacobi Capital Management LLC
NEW
Shares1,267
Change+1,267
Value$13.6K
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares971 from 908
Change+63 (+7%)
Value$10.4K (-$5.3K)
Filed 2026-10-20
Adirondack Trust Co
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$6.6K (-$4.0K)
Filed 2026-10-14
Sterling Capital Management LLC
DECREASED
Shares536 from 572
Change-36 (-6%)
Value$5.7K (-$4.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares504 from 668
Change-164 (-25%)
Value$5.4K (-$6.2K)
Filed 2026-10-08
UMB Bank, n.a.
DECREASED
Shares484 from 890
Change-406 (-46%)
Value$5.2K (-$10.2K)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares444 from 430
Change+14 (+3%)
Value$4.8K (-$2.7K)
Filed 2026-10-22
Nykredit A/S
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$4.4K (-$2.7K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
INCREASED
Shares339 from 258
Change+81 (+31%)
Value$3.6K (-$827)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares329 from 677
Change-348 (-51%)
Value$3.5K (-$7.6K)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares307
Change+307
Value$3.3K
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$2.7K (-$1.6K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED
Shares248 from 73
Change+175 (+240%)
Value$2.7K (+$1.4K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares246 from 691
Change-445 (-64%)
Value$2.6K (-$9.3K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares229 from 196
Change+33 (+17%)
Value$2.5K (-$933)
Filed 2026-10-14
POM Investment Strategies, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$2.4K (-$1.5K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares197 from 658
Change-461 (-70%)
Value$2.1K (-$9.2K)
Filed 2026-10-05
Avion Wealth
INCREASED
Shares197 from 98
Change+99 (+101%)
Value$2 (+$1)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$1.8K (-$1.1K)
Filed 2026-10-28
Bullock Wealth Management Group
NEW
Shares100
Change+100
Value$1.1K
Filed 2026-10-09
Covestor Ltd
DECREASED
Shares85 from 90
Change-5 (-6%)
Value$1 (-$1)
Filed 2026-10-30
SJS Investment Consulting Inc.
DECREASED
Shares84 from 128
Change-44 (-34%)
Value$899 (-$1.3K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
INCREASED
Shares64 from 19
Change+45 (+237%)
Value$685 (+$357)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares59 from 25
Change+34 (+136%)
Value$631 (+$199)
Filed 2026-10-28
Bare Financial Services, Inc
INCREASED
Shares42 from 33
Change+9 (+27%)
Value$449 (-$121)
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares40 from 433
Change-393 (-91%)
Value$428 (-$7.0K)
Filed 2026-10-27
Bell Investment Advisors, Inc
NEW
Shares36
Change+36
Value$386
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares28 from 350
Change-322 (-92%)
Value$300 (-$5.7K)
Filed 2026-10-16
Clearstead Advisors, LLC
DECREASED
Shares26 from 30
Change-4 (-13%)
Value$279 (-$239)
Filed 2026-11-06
Proathlete Wealth Management LLC
NEW
Shares25
Change+25
Value$267
Filed 2026-10-15
Physician Wealth Advisors, Inc.
DECREASED
Shares21 from 39
Change-18 (-46%)
Value$225 (-$449)
Filed 2026-10-20
Gilpin Wealth Management, LLC
DECREASED
Shares10 from 16
Change-6 (-37%)
Value$107 (-$170)
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$75
Filed 2026-10-21
State of Wyoming
CLOSED
Shares0 from 9,495
Change-9,495 (-100%)
Value$0 (-$163.9K)
Filed 2026-10-28
Private Wealth Management Group, LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-19
Marquette Asset Management, LLC
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-09
North Star Investment Management Corp.
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-27
Larson Financial Group LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$984)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 37
Change-37 (-100%)
Value$0 (-$565)
Filed 2026-10-16
Fortitude Family Office, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$483)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$259)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2026-10-27
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$173)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$121)
Filed 2026-10-23
Trium Capital LLP
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$35)
Filed 2026-10-16
Hughes Financial Services, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$35)
Filed 2026-10-30
Davis Capital Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$35)
Filed 2026-10-08
BlackRock, Inc.
N/A
Shares— from 4,811,957
Change-4,811,957 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,072,095
Change-3,072,095 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,922,596
Change-1,922,596 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,709,676
Change-1,709,676 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,464,130
Change-1,464,130 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,206,150
Change-1,206,150 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 819,406
Change-819,406 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 642,733
Change-642,733 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 545,748
Change-545,748 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 481,915
Change-481,915 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 457,332
Change-457,332 (-100%)
Value—
UBS Group AG
N/A
Shares— from 377,592
Change-377,592 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 344,796
Change-344,796 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 344,649
Change-344,649 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 334,616
Change-334,616 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 334,191
Change-334,191 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 321,182
Change-321,182 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 317,819
Change-317,819 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 307,261
Change-307,261 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 295,229
Change-295,229 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 292,367
Change-292,367 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 282,895
Change-282,895 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 276,258
Change-276,258 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 267,380
Change-267,380 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 251,026
Change-251,026 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 202,363
Change-202,363 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 197,830
Change-197,830 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 180,800
Change-180,800 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 153,068
Change-153,068 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 147,493
Change-147,493 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 140,506
Change-140,506 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 137,648
Change-137,648 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 133,157
Change-133,157 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 126,700
Change-126,700 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 117,493
Change-117,493 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 100,504
Change-100,504 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 95,201
Change-95,201 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 94,437
Change-94,437 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 92,767
Change-92,767 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 82,105
Change-82,105 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 78,244
Change-78,244 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 74,861
Change-74,861 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 73,521
Change-73,521 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 69,674
Change-69,674 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,168
Change-69,168 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 68,336
Change-68,336 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 66,796
Change-66,796 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 62,006
Change-62,006 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 58,397
Change-58,397 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 55,400
Change-55,400 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 54,586
Change-54,586 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 54,488
Change-54,488 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 52,936
Change-52,936 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 47,340
Change-47,340 (-100%)
Value—
Allstate Corp
N/A
Shares— from 43,592
Change-43,592 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,759
Change-42,759 (-100%)
Value—
Varcov Co.
N/A
Shares— from 42,323
Change-42,323 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 38,659
Change-38,659 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,283
Change-38,283 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 37,389
Change-37,389 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 33,108
Change-33,108 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 30,280
Change-30,280 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,259
Change-30,259 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,675
Change-29,675 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 26,620
Change-26,620 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 26,600
Change-26,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 25,684
Change-25,684 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 25,616
Change-25,616 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,316
Change-25,316 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 23,625
Change-23,625 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,201
Change-23,201 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 21,956
Change-21,956 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,044
Change-20,044 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 17,260
Change-17,260 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 16,564
Change-16,564 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 14,439
Change-14,439 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 13,903
Change-13,903 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 13,075
Change-13,075 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 12,907
Change-12,907 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,803
Change-12,803 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11,276
Change-11,276 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,848
Change-9,848 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 887
Change-887 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 647
Change-647 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 357
Change-357 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 269
Change-269 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 200
Change-200 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 198
Change-198 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cooke & Bieler LP
DECREASED1,518,5441,870,801-352,257-19%$32.3M$16.2M-$16.0M2026-10-21
Dimensional Fund Advisors LP
DECREASED1,341,2201,546,957-205,737-13%$26.7M$14.4M-$12.3M2026-11-04
Geode Capital Management, LLC
INCREASED733,350729,022+4,328+1%$12.6M$7.8M-$4.7M2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED344,977344,821+156+0%$6.0M$3.7M-$2.3M2026-11-05
Citigroup Inc
INCREASED211,80166,503+145,298+218%$1.1M$2.3M+$1.1M2026-11-04
Bank of New York Mellon Corp
INCREASED195,978164,146+31,832+19%$2.8M$2.1M-$736.2K2026-11-05
Bretton Capital Management, LLC
UNCHANGED170,500170,50000%$2.9M$1.8M-$1.1M2026-10-22
Principal Financial Group Inc
DECREASED130,982133,998-3,016-2%$2.3M$1.4M-$911.3K2026-11-02
Creative Planning
DECREASED107,094185,926-78,832-42%$3.2M$1.1M-$2.1M2026-11-02
Deutsche Bank Ag\
DECREASED86,66888,296-1,628-2%$1.5M$927.3K-$596.6K2026-11-06
Barclays PLC
DECREASED73,25581,704-8,449-10%$1.4M$783.8K-$626.4K2026-11-06
Jackson Square Capital, LLC
DECREASED69,00069,500-500-1%$1.2M$738.3K-$461.3K2026-10-19
SummerHaven Investment Management, LLC
NEW57,771—+57,771——$618.2K—2026-10-19
Russell Investments Group, Ltd.
INCREASED46,73534,958+11,777+34%$603.4K$500.1K-$103.3K2026-11-06
Daiwa Securities Group Inc.
DECREASED43,72549,864-6,139-12%$860.7K$467.9K-$392.8K2026-10-29
Integrity Alliance, Llc.
NEW43,528—+43,528——$465.8K—2026-10-29
Thrivent Financial for Lutherans
DECREASED17,42018,205-785-4%$314.0K$186.0K-$128.0K2026-11-05
Illinois Municipal Retirement Fund
DECREASED16,28817,137-849-5%$295.8K$174.3K-$121.5K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED14,62610,129+4,497+44%$160.3K$140.4K-$19.9K2026-10-13
US Bancorp \de\
INCREASED13,25312,439+814+7%$214.7K$141.8K-$72.9K2026-11-05
Evergreen Capital Management LLC
DECREASED12,74615,906-3,160-20%$274.5K$136.4K-$138.2K2026-10-23
Louisiana State Employees Retirement System
DECREASED11,70012,200-500-4%$210.6K$125.2K-$85.4K2026-10-20
Fulcrum Asset Management LLP
INCREASED11,15666+11,090+16803%$1.1K$122.7K+$121.6K2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED11,03511,260-225-2%$194.3K$118.1K-$76.3K2026-10-23
Atria Investments, Inc
DECREASED10,27112,800-2,529-20%$220.9K$109.9K-$111.0K2026-10-15
Simplex Trading, LLC
INCREASED8,1221,900+6,222+327%$32.8K$86.9K+$54.1K2026-11-04
Fifth Third Bancorp
DECREASED6,3838,441-2,058-24%$145.7K$68.3K-$77.4K2026-11-05
Oregon Public Employees Retirement Fund
DECREASED6,0966,296-200-3%$108.7K$65.2K-$43.4K2026-10-30
New York State Teachers Retirement System
INCREASED6,0854,481+1,604+36%$77.0K$65.0K-$12.0K2026-10-22
Gamma Investing LLC
DECREASED5,5919,996-4,405-44%$172.5K$59.8K-$112.7K2026-10-08
State of Alaska, Department of Revenue
DECREASED4,6029,130-4,528-50%$157.0K$49.0K-$108.0K2026-10-15
Harbor Capital Advisors, Inc.
INCREASED3,2691,397+1,872+134%$24.0K$35.0K+$11.0K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED3,1011,058+2,043+193%$18.3K$33.2K+$14.9K2026-10-27
PNC Financial Services Group, Inc.
DECREASED2,5192,584-65-3%$44.6K$27.0K-$17.6K2026-11-06
Versant Capital Management, Inc
DECREASED1,4675,135-3,668-71%$88.6K$15.7K-$72.9K2026-10-02
Signaturefd, LLC
DECREASED1,3422,152-810-38%$37.1K$14.4K-$22.8K2026-10-23
Parallel Advisors, LLC
INCREASED1,2941,194+100+8%$20.6K$13.8K-$6.8K2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,2881,28800%$22.2K$13.8K-$8.4K2026-10-20
Allworth Financial LP
INCREASED1,2751,112+163+15%$19.2K$22.0K+$2.8K2026-11-06
Jacobi Capital Management LLC
NEW1,267—+1,267——$13.6K—2026-11-05
Nisa Investment Advisors, LLC
INCREASED971908+63+7%$15.7K$10.4K-$5.3K2026-10-20
Adirondack Trust Co
UNCHANGED61561500%$10.6K$6.6K-$4.0K2026-10-14
Sterling Capital Management LLC
DECREASED536572-36-6%$9.9K$5.7K-$4.1K2026-10-22
Farther Finance Advisors, LLC
DECREASED504668-164-25%$11.5K$5.4K-$6.2K2026-10-08
UMB Bank, n.a.
DECREASED484890-406-46%$15.4K$5.2K-$10.2K2026-11-06
SBI Securities Co., Ltd.
INCREASED444430+14+3%$7.4K$4.8K-$2.7K2026-10-22
Nykredit A/S
UNCHANGED40940900%$7.1K$4.4K-$2.7K2026-11-06
Ascentis Wealth Management, LLC
INCREASED339258+81+31%$4.5K$3.6K-$8272026-11-03
Salomon & Ludwin, LLC
DECREASED329677-348-51%$11.1K$3.5K-$7.6K2026-10-29
Elyxium Wealth, LLC
NEW307—+307——$3.3K—2026-10-27
Wolff Wiese Magana LLC
UNCHANGED24924900%$4.3K$2.7K-$1.6K2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED24873+175+240%$1.3K$2.7K+$1.4K2026-10-29
EverSource Wealth Advisors, LLC
DECREASED246691-445-64%$11.9K$2.6K-$9.3K2026-11-04
Essential Partners LLC
INCREASED229196+33+17%$3.4K$2.5K-$9332026-10-14
POM Investment Strategies, LLC
UNCHANGED22522500%$3.9K$2.4K-$1.5K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED197658-461-70%$11.4K$2.1K-$9.2K2026-10-05
Avion Wealth
INCREASED19798+99+101%$1$2+$12026-11-04
Buck Wealth Strategies, LLC
UNCHANGED16516500%$2.8K$1.8K-$1.1K2026-10-28
Bullock Wealth Management Group
NEW100—+100——$1.1K—2026-10-09
Covestor Ltd
DECREASED8590-5-6%$2$1-$12026-10-30
SJS Investment Consulting Inc.
DECREASED84128-44-34%$2.2K$899-$1.3K2026-10-26
Farmers & Merchants Investments Inc
INCREASED6419+45+237%$328$685+$3572026-10-22
TD Private Client Wealth LLC
INCREASED5925+34+136%$432$631+$1992026-10-28
Bare Financial Services, Inc
INCREASED4233+9+27%$570$449-$1212026-11-04
Parkside Financial Bank & Trust
DECREASED40433-393-91%$7.5K$428-$7.0K2026-10-27
Bell Investment Advisors, Inc
NEW36—+36——$386—2026-10-29
IFP Advisors, Inc
DECREASED28350-322-92%$6.0K$300-$5.7K2026-10-16
Clearstead Advisors, LLC
DECREASED2630-4-13%$518$279-$2392026-11-06
Proathlete Wealth Management LLC
NEW25—+25——$267—2026-10-15
Physician Wealth Advisors, Inc.
DECREASED2139-18-46%$674$225-$4492026-10-20
Gilpin Wealth Management, LLC
DECREASED1016-6-37%$277$107-$1702026-10-09
Root Financial Partners, LLC
NEW7—+7——$75—2026-10-21
State of Wyoming
CLOSED09,495-9,495-100%$163.9K$0-$163.9K2026-10-28
Private Wealth Management Group, LLC
CLOSED091-91-100%$1.6K$0-$1.6K2026-10-19
Marquette Asset Management, LLC
CLOSED073-73-100%$1.3K$0-$1.3K2026-10-09
North Star Investment Management Corp.
CLOSED069-69-100%$1.2K$0-$1.2K2026-10-27
Larson Financial Group LLC
CLOSED057-57-100%$984$0-$9842026-11-05
Cornerstone Planning Group LLC
CLOSED037-37-100%$565$0-$5652026-10-16
Fortitude Family Office, LLC
CLOSED028-28-100%$483$0-$4832026-10-14
Plante Moran Financial Advisors, LLC
CLOSED015-15-100%$259$0-$2592026-11-04
Capital Advisors, Ltd. LLC
CLOSED014-14-100%$0$0$02026-10-27
JFS Wealth Advisors, LLC
CLOSED010-10-100%$173$0-$1732026-11-03
Evolution Advisers, Inc.
CLOSED08-8-100%$0$0$02026-11-06
Stone House Investment Management, LLC
CLOSED07-7-100%$121$0-$1212026-10-23
Trium Capital LLP
CLOSED02-2-100%$35$0-$352026-10-16
Hughes Financial Services, LLC
CLOSED02-2-100%$35$0-$352026-10-30
Davis Capital Management
CLOSED02-2-100%$35$0-$352026-10-08
BlackRock, Inc.
N/A—4,811,957-4,811,957-100%$83.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,072,095-3,072,095-100%$53.0M———
Jupiter Topco LLC
N/A—1,922,596-1,922,596-100%$33.2M———
State Street Corp
N/A—1,709,676-1,709,676-100%$29.5M———
Vanguard Portfolio Management LLC
N/A—1,464,130-1,464,130-100%$25.3M———
Vanguard Capital Management LLC
N/A—1,206,150-1,206,150-100%$20.8M———
Elgethun Capital Management
N/A—819,406-819,406-100%$14.1M———
Morgan Stanley
N/A—642,733-642,733-100%$11.1M———
Invesco Ltd.
N/A—545,748-545,748-100%$9.4M———
Charles Schwab Investment Management Inc
N/A—481,915-481,915-100%$8.3M———
Point72 Asset Management, L.P.
N/A—457,332-457,332-100%$7.9M———
UBS Group AG
N/A—377,592-377,592-100%$6.5M———
Vestmark Advisory Solutions, Inc.
N/A—344,796-344,796-100%$6.0M———
Goldman Sachs Group Inc
N/A—344,649-344,649-100%$5.9M———
HRT Financial LP
N/A—334,616-334,616-100%$5.8M———
BNP Paribas Financial Markets
N/A—334,191-334,191-100%$5.8M———
Denali Advisors LLC
N/A—321,182-321,182-100%$5.5M———
Wells Fargo & Company
N/A—317,819-317,819-100%$5.5M———
Ameriprise Financial Inc
N/A—307,261-307,261-100%$5.3M———
Bank of America Corp
N/A—295,229-295,229-100%$5.1M———
Northern Trust Corp
N/A—292,367-292,367-100%$5.0M———
AQR Capital Management LLC
N/A—282,895-282,895-100%$4.9M———
Arcus Capital Partners, LLC
N/A—276,258-276,258-100%$4.8M———
JPMorgan Chase & Co
N/A—267,380-267,380-100%$4.7M———
Marshall Wace, LLP
N/A—251,026-251,026-100%$4.3M———
Jump Financial, LLC
N/A—202,363-202,363-100%$3.5M———
Jane Street Group, LLC
N/A—197,830-197,830-100%$3.4M———
Vanguard Fiduciary Trust Co
N/A—180,800-180,800-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—153,068-153,068-100%$2.6M———
Citadel Advisors LLC
N/A—147,493-147,493-100%$2.5M———
Nuveen, LLC
N/A—140,506-140,506-100%$2.4M———
Numerai GP LLC
N/A—137,648-137,648-100%$2.4M———
Walleye Capital LLC
N/A—133,157-133,157-100%$2.3M———
CastleKnight Management LP
N/A—126,700-126,700-100%$2.2M———
Tudor Investment Corp ET AL
N/A—117,493-117,493-100%$2.0M———
New York State Common Retirement Fund
N/A—100,504-100,504-100%$1.7M———
Public Sector Pension Investment Board
N/A—95,201-95,201-100%$1.6M———
Quantinno Capital Management LP
N/A—94,437-94,437-100%$1.6M———
SEI Investments Co
N/A—92,767-92,767-100%$1.6M———
Balyasny Asset Management L.P.
N/A—82,105-82,105-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—78,244-78,244-100%$1.4M———
SummitTX Capital, L.P.
N/A—74,861-74,861-100%$1.3M———
Squarepoint Ops LLC
N/A—73,521-73,521-100%$1.3M———
Rhumbline Advisers
N/A—69,674-69,674-100%$1.2M———
Envestnet Asset Management Inc
N/A—69,168-69,168-100%$1.2M———
Legal & General Group Plc
N/A—68,336-68,336-100%$1.2M———
National Bank of Canada
N/A—66,796-66,796-100%$1.2M———
Millennium Management LLC
N/A—62,006-62,006-100%$1.1M———
Quantbot Technologies LP
N/A—58,397-58,397-100%$1.0M———
Swiss National Bank
N/A—55,400-55,400-100%$956.2K———
Susquehanna International Group, LLP
N/A—54,586-54,586-100%$942.2K———
Campbell & Co Investment Adviser LLC
N/A—54,488-54,488-100%$940.5K———
Rafferty Asset Management, LLC
N/A—52,936-52,936-100%$913.7K———
American Century Companies Inc
N/A—47,340-47,340-100%$817.1K———
Allstate Corp
N/A—43,592-43,592-100%$752.4K———
Raymond James Financial Inc
N/A—42,759-42,759-100%$738.0K———
Varcov Co.
N/A—42,323-42,323-100%$730.5K———
Engineers Gate Manager LP
N/A—38,659-38,659-100%$667.3K———
M&T Bank Corp
N/A—38,283-38,283-100%$660.8K———
Schonfeld Strategic Advisors LLC
N/A—37,389-37,389-100%$645.3K———
UBS Asset Management Americas LLC
N/A—33,108-33,108-100%$571.4K———
Alliancebernstein L.P.
N/A—30,280-30,280-100%$421.5K———
FMR LLC
N/A—30,259-30,259-100%$522.3K———
Prudential Financial Inc
N/A—29,675-29,675-100%$512.2K———
Algert Global LLC
N/A—26,620-26,620-100%$459.5K———
Handelsbanken Fonder AB
N/A—26,600-26,600-100%$459———
Stifel Financial Corp
N/A—25,684-25,684-100%$443.3K———
California State Teachers Retirement System
N/A—25,616-25,616-100%$442.1K———
Mercer Global Advisors Inc
N/A—25,316-25,316-100%$437.0K———
Aquatic Capital Management LLC
N/A—24,113-24,113-100%$416.2K———
Quent Capital, LLC
N/A—23,836-23,836-100%$411.4K———
Price T Rowe Associates Inc
N/A—23,625-23,625-100%$408.0K———
Integrated Wealth Concepts LLC
N/A—23,201-23,201-100%$400.4K———
Caxton Associates LLP
N/A—21,956-21,956-100%$379.0K———
Two Sigma Investments, LP
N/A—20,201-20,201-100%$348.7K———
Vanguard Personalized Indexing Management, LLC
N/A—20,044-20,044-100%$346.0K———
Schroder Investment Management Group
N/A—17,376-17,376-100%$302.3K———
Penserra Capital Management LLC
N/A—17,260-17,260-100%$297.0K———
MetLife Investment Management, LLC
N/A—17,182-17,182-100%$296.6K———
Vanguard Asset Management, Ltd
N/A—16,564-16,564-100%$285.9K———
Callan Family Office, LLC
N/A—14,439-14,439-100%$249.2K———
Dark Forest Capital Management LP
N/A—13,903-13,903-100%$240.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—13,075-13,075-100%$225.7K———
SG Americas Securities, LLC
N/A—12,907-12,907-100%$223.0K———
Cerity Partners LLC
N/A—12,803-12,803-100%$221.0K———
IEQ Capital, LLC
N/A—12,690-12,690-100%$219.0K———
Vanguard Global Advisers, LLC
N/A—11,750-11,750-100%$202.8K———
Entropy Technologies, LP
N/A—11,717-11,717-100%$202.2K———
Hantz Financial Services, Inc.
N/A—11,276-11,276-100%$195.0K———
Atom Investors LP
N/A—10,862-10,862-100%$187.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,848-9,848-100%$170.0K———
Game Plan Financial Advisors, LLC
N/A—9,000-9,000-100%$155.3K———
Police & Firemen's Retirement System of New Jersey
N/A—8,350-8,350-100%$144.1K———
Teachers Retirement System of the State of Kentucky
N/A—7,259-7,259-100%$125.0K———
Arax Advisory Partners
N/A—7,190-7,190-100%$124.1K———
Vanguard Investments Australia, Ltd.
N/A—6,632-6,632-100%$114.5K———
Osaic Holdings, Inc.
N/A—6,556-6,556-100%$113.1K———
State of Tennessee, Department of Treasury
N/A—6,506-6,506-100%$112.3K———
KLP Kapitalforvaltning AS
N/A—6,000-6,000-100%$103.6K———
Ameritas Investment Partners, Inc.
N/A—2,523-2,523-100%$43.5K———
Global Retirement Partners, LLC
N/A—2,141-2,141-100%$37.0K———
Tower Research Capital LLC (TRC)
N/A—1,684-1,684-100%$29.1K———
Palouse Capital Management, Inc.
N/A—1,642-1,642-100%$28.3K———
Royal Bank of Canada
N/A—1,446-1,446-100%$25.0K———
Huntington National Bank
N/A—1,074-1,074-100%$18.5K———
Jones Financial Companies Lllp
N/A—887-887-100%$15.3K———
Public Employees Retirement System of Ohio
N/A—647-647-100%$11.2K———
Harbour Investments, Inc.
N/A—614-614-100%$10.6K———
Smartleaf Asset Management LLC
N/A—596-596-100%$10.4K———
Northwestern Mutual Wealth Management Co
N/A—357-357-100%$6.2K———
Group One Trading LLC
N/A—300-300-100%$5.2K———
Aster Capital Management (Difc) Ltd
N/A—269-269-100%$4.6K———
Rothschild Investment LLC
N/A—206-206-100%$3.6K———
Federation des caisses Desjardins du Quebec
N/A—200-200-100%$3.5K———
Optiver Holding B.V.
N/A—198-198-100%$3.4K———
LOS Angeles Capital Management LLC
N/A—193-193-100%$3.3K———
Bogart Wealth, LLC
N/A—169-169-100%$2.9K———
WealthCollab, LLC
N/A—164-164-100%$2.8K———
Ameriflex Group, Inc.
N/A—100-100-100%$1.7K———
Rialto Wealth Management, LLC
N/A—71-71-100%$1.2K———
Cornerstone Financial Management LLC
N/A—70-70-100%$1.2K———
Investors Portfolio Services LLC
N/A—60-60-100%$1.0K———
Bessemer Group Inc
N/A—45-45-100%$1———
Ankerstar Wealth, LLC
N/A—31-31-100%$535———
Keating Financial Advisory Services, Inc.
N/A—23-23-100%$397———
Transamerica Financial Advisors, LLC
N/A—20-20-100%$345———
Freestone Grove Partners LP
N/A—1-1-100%$17———
Showing 214 of 214 institutions