EL Pollo Loco Holdings Inc (LOCO)

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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Dimensional Fund Advisors LP

INCREASED

Shares2,059,150 from 2,049,479

Change+9,671 (+0%)

Value$29.5M (-$5.2M)

Filed 2026-11-04

LSV Asset Management

INCREASED

Shares1,523,963 from 1,471,545

Change+52,418 (+4%)

Value$21.9M (-$3.1M)

Filed 2026-11-06

Geode Capital Management, LLC

INCREASED

Shares1,152,261 from 887,623

Change+264,638 (+30%)

Value$16.5M (+$1.5M)

Filed 2026-11-06

Assenagon Asset Management S.A.

INCREASED

Shares302,399 from 301,505

Change+894 (+0%)

Value$4.3M (-$774.1K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares194,662 from 138,480

Change+56,182 (+41%)

Value$2.8M (+$444.8K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares109,503 from 108,527

Change+976 (+1%)

Value$1.6M (-$269.2K)

Filed 2026-11-05

Ellsworth Advisors, LLC

NEW

Shares67,766

Change+67,766

Value$972.4K

Filed 2026-10-15

Y-Intercept (Hong Kong) Ltd

NEW

Shares48,227

Change+48,227

Value$692.1K

Filed 2026-10-16

Barclays PLC

INCREASED

Shares47,089 from 40,225

Change+6,864 (+17%)

Value$675.7K (-$6.5K)

Filed 2026-11-06

Principal Financial Group Inc

INCREASED

Shares44,803 from 27,066

Change+17,737 (+66%)

Value$642.9K (+$183.9K)

Filed 2026-11-02

Achmea Investment Management B.V.

NEW

Shares30,800

Change+30,800

Value$442.3K

Filed 2026-10-30

Deutsche Bank Ag\

DECREASED

Shares24,613 from 61,299

Change-36,686 (-60%)

Value$353.2K (-$686.4K)

Filed 2026-11-06

New York State Teachers Retirement System

INCREASED

Shares22,605 from 2,551

Change+20,054 (+786%)

Value$324.0K (+$281.0K)

Filed 2026-10-22

Bailard, Inc.

UNCHANGED

Shares20,500 from 20,500

Change0 (0%)

Value$294.2K (-$53.5K)

Filed 2026-10-13

State of Wyoming

DECREASED

Shares19,921 from 29,200

Change-9,279 (-32%)

Value$285.9K (-$209.4K)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares16,384 from 16,061

Change+323 (+2%)

Value$235.1K (-$37.3K)

Filed 2026-11-06

Level Four Advisory Services, LLC

DECREASED

Shares11,689 from 11,704

Change-15 (0%)

Value$167.7K (-$30.8K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares6,278 from 15,729

Change-9,451 (-60%)

Value$90.1K (-$176.7K)

Filed 2026-11-04

Blue Trust, Inc.

DECREASED

Shares6,087 from 6,298

Change-211 (-3%)

Value$87.4K (-$19.5K)

Filed 2026-10-15

Strs Ohio

NEW

Shares3,000

Change+3,000

Value$43.1K

Filed 2026-10-30

Signaturefd, LLC

INCREASED

Shares2,563 from 493

Change+2,070 (+420%)

Value$36.8K (+$28.4K)

Filed 2026-10-23

Exchange Traded Concepts, LLC

NEW

Shares2,186

Change+2,186

Value$31.4K

Filed 2026-10-28

State of Alaska, Department of Revenue

NEW

Shares1,608

Change+1,608

Value$23.0K

Filed 2026-10-15

Versant Capital Management, Inc

UNCHANGED

Shares784 from 784

Change0 (0%)

Value$11.3K (-$2.0K)

Filed 2026-10-02

Nisa Investment Advisors, LLC

UNCHANGED

Shares620 from 620

Change0 (0%)

Value$8.9K (-$1.6K)

Filed 2026-10-20

Sterling Capital Management LLC

DECREASED

Shares568 from 581

Change-13 (-2%)

Value$8.2K (-$1.7K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

UNCHANGED

Shares428 from 428

Change0 (0%)

Value$6.1K (-$1.1K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares397 from 424

Change-27 (-6%)

Value$6 (-$1)

Filed 2026-10-22

US Bancorp \de\

UNCHANGED

Shares349 from 349

Change0 (0%)

Value$5.0K (-$910)

Filed 2026-11-05

Farther Finance Advisors, LLC

UNCHANGED

Shares331 from 331

Change0 (0%)

Value$4.8K (-$863)

Filed 2026-10-08

PNC Financial Services Group, Inc.

DECREASED

Shares250 from 268

Change-18 (-7%)

Value$3.6K (-$957)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares236 from 236

Change0 (0%)

Value$3.4K (-$616)

Filed 2026-10-16

Fifth Third Bancorp

DECREASED

Shares157 from 175

Change-18 (-10%)

Value$2.3K (-$715)

Filed 2026-11-05

Gamma Investing LLC

DECREASED

Shares104 from 131

Change-27 (-21%)

Value$1.5K (-$730)

Filed 2026-10-08

Parkside Financial Bank & Trust

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$934 (-$169)

Filed 2026-10-27

SBI Securities Co., Ltd.

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$861 (-$157)

Filed 2026-10-22

Bare Financial Services, Inc

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$761 (-$138)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares41

Change+41

Value$588

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$545 (-$99)

Filed 2026-10-05

Essential Partners LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$402 (-$73)

Filed 2026-10-14

First Premier Bank

NEW

Shares25

Change+25

Value$0

Filed 2026-10-13

Larson Financial Group LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$172 (-$32)

Filed 2026-11-05

True Wealth Design, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$158 (-$29)

Filed 2026-10-13

Allworth Financial LP

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$136 ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

NEW

Shares2

Change+2

Value$29

Filed 2026-10-26

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 69,741

Change-69,741 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-19

Evergreen Capital Management LLC

CLOSED

Shares0 from 11,011

Change-11,011 (-100%)

Value$0 (-$186.7K)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$407)

Filed 2026-10-29

Clearstead Advisors, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$119)

Filed 2026-11-06

Biglari Capital Corp.A

N/A

Shares— from 3,777,400

Change-3,777,400 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,459,692

Change-2,459,692 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,256,043

Change-1,256,043 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,108,984

Change-1,108,984 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 1,033,917

Change-1,033,917 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 995,799

Change-995,799 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 906,685

Change-906,685 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 729,890

Change-729,890 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 656,096

Change-656,096 (-100%)

Value—

State Street Corp

N/A

Shares— from 628,223

Change-628,223 (-100%)

Value—

Biglari, SardarA

N/A

Shares— from 489,247

Change-489,247 (-100%)

Value—

Monimus Capital Management, LP

N/A

Shares— from 455,982

Change-455,982 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 449,926

Change-449,926 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 428,716

Change-428,716 (-100%)

Value—

Archon Capital Management LLC

N/A

Shares— from 420,690

Change-420,690 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 418,400

Change-418,400 (-100%)

Value—

Divisadero Street Capital Management, LP

N/A

Shares— from 409,925

Change-409,925 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 371,373

Change-371,373 (-100%)

Value—

Rodgers Brothers Inc.

N/A

Shares— from 352,300

Change-352,300 (-100%)

Value—

UBS Group AG

N/A

Shares— from 336,592

Change-336,592 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 316,183

Change-316,183 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 296,440

Change-296,440 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 295,789

Change-295,789 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 287,556

Change-287,556 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 286,840

Change-286,840 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 246,867

Change-246,867 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 223,097

Change-223,097 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 222,005

Change-222,005 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 218,709

Change-218,709 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 174,929

Change-174,929 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 150,358

Change-150,358 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 146,788

Change-146,788 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 143,683

Change-143,683 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 132,345

Change-132,345 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 114,905

Change-114,905 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 113,266

Change-113,266 (-100%)

Value—

Norges Bank

N/A

Shares— from 106,200

Change-106,200 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 94,617

Change-94,617 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 85,343

Change-85,343 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 80,170

Change-80,170 (-100%)

Value—

Aristides Capital LLC

N/A

Shares— from 79,833

Change-79,833 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 76,869

Change-76,869 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 73,215

Change-73,215 (-100%)

Value—

Boston Partners

N/A

Shares— from 72,405

Change-72,405 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 69,400

Change-69,400 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 68,258

Change-68,258 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 65,345

Change-65,345 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 62,733

Change-62,733 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 56,039

Change-56,039 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 55,912

Change-55,912 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 55,000

Change-55,000 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 53,362

Change-53,362 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 51,890

Change-51,890 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 51,224

Change-51,224 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 46,419

Change-46,419 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 38,594

Change-38,594 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 38,344

Change-38,344 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 37,331

Change-37,331 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 35,537

Change-35,537 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 34,751

Change-34,751 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 34,430

Change-34,430 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 32,700

Change-32,700 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,533

Change-32,533 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 32,122

Change-32,122 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 28,665

Change-28,665 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 28,598

Change-28,598 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 27,276

Change-27,276 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 27,100

Change-27,100 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 23,655

Change-23,655 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 23,596

Change-23,596 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 20,130

Change-20,130 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 18,927

Change-18,927 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 17,901

Change-17,901 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,764

Change-17,764 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 17,740

Change-17,740 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,137

Change-17,137 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,899

Change-16,899 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,923

Change-15,923 (-100%)

Value—

Semanteon Capital Management, LP

N/A

Shares— from 15,319

Change-15,319 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 14,932

Change-14,932 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 13,265

Change-13,265 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,003

Change-12,003 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 11,882

Change-11,882 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,951

Change-10,951 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,635

Change-9,635 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,998

Change-8,998 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 8,236

Change-8,236 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,817

Change-6,817 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,407

Change-6,407 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,558

Change-4,558 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,948

Change-3,948 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,273

Change-3,273 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,823

Change-2,823 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,814

Change-2,814 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,131

Change-2,131 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,105

Change-2,105 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,690

Change-1,690 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,064

Change-1,064 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 607

Change-607 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 393

Change-393 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 374

Change-374 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 196

Change-196 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 119

Change-119 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 106

Change-106 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100

Change-100 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	2,059,150	2,049,479	+9,671	+0%	$34.8M	$29.5M	-$5.2M	2026-11-04
LSV Asset Management	INCREASED	1,523,963	1,471,545	+52,418	+4%	$25.0M	$21.9M	-$3.1M	2026-11-06
Geode Capital Management, LLC	INCREASED	1,152,261	887,623	+264,638	+30%	$15.1M	$16.5M	+$1.5M	2026-11-06
Assenagon Asset Management S.A.	INCREASED	302,399	301,505	+894	+0%	$5.1M	$4.3M	-$774.1K	2026-10-15
Creative Planning	INCREASED	194,662	138,480	+56,182	+41%	$2.3M	$2.8M	+$444.8K	2026-11-02
Bank of New York Mellon Corp	INCREASED	109,503	108,527	+976	+1%	$1.8M	$1.6M	-$269.2K	2026-11-05
Ellsworth Advisors, LLC	NEW	67,766	—	+67,766	—	—	$972.4K	—	2026-10-15
Y-Intercept (Hong Kong) Ltd	NEW	48,227	—	+48,227	—	—	$692.1K	—	2026-10-16
Barclays PLC	INCREASED	47,089	40,225	+6,864	+17%	$682.2K	$675.7K	-$6.5K	2026-11-06
Principal Financial Group Inc	INCREASED	44,803	27,066	+17,737	+66%	$459.0K	$642.9K	+$183.9K	2026-11-02
Achmea Investment Management B.V.	NEW	30,800	—	+30,800	—	—	$442.3K	—	2026-10-30
Deutsche Bank Ag\	DECREASED	24,613	61,299	-36,686	-60%	$1.0M	$353.2K	-$686.4K	2026-11-06
New York State Teachers Retirement System	INCREASED	22,605	2,551	+20,054	+786%	$43.0K	$324.0K	+$281.0K	2026-10-22
Bailard, Inc.	UNCHANGED	20,500	20,500	0	0%	$347.7K	$294.2K	-$53.5K	2026-10-13
State of Wyoming	DECREASED	19,921	29,200	-9,279	-32%	$495.2K	$285.9K	-$209.4K	2026-10-28
Russell Investments Group, Ltd.	INCREASED	16,384	16,061	+323	+2%	$272.4K	$235.1K	-$37.3K	2026-11-06
Level Four Advisory Services, LLC	DECREASED	11,689	11,704	-15	0%	$198.5K	$167.7K	-$30.8K	2026-11-06
Citigroup Inc	DECREASED	6,278	15,729	-9,451	-60%	$266.8K	$90.1K	-$176.7K	2026-11-04
Blue Trust, Inc.	DECREASED	6,087	6,298	-211	-3%	$106.8K	$87.4K	-$19.5K	2026-10-15
Strs Ohio	NEW	3,000	—	+3,000	—	—	$43.1K	—	2026-10-30
Signaturefd, LLC	INCREASED	2,563	493	+2,070	+420%	$8.4K	$36.8K	+$28.4K	2026-10-23
Exchange Traded Concepts, LLC	NEW	2,186	—	+2,186	—	—	$31.4K	—	2026-10-28
State of Alaska, Department of Revenue	NEW	1,608	—	+1,608	—	—	$23.0K	—	2026-10-15
Versant Capital Management, Inc	UNCHANGED	784	784	0	0%	$13.3K	$11.3K	-$2.0K	2026-10-02
Nisa Investment Advisors, LLC	UNCHANGED	620	620	0	0%	$10.5K	$8.9K	-$1.6K	2026-10-20
Sterling Capital Management LLC	DECREASED	568	581	-13	-2%	$9.9K	$8.2K	-$1.7K	2026-10-22
EverSource Wealth Advisors, LLC	UNCHANGED	428	428	0	0%	$7.3K	$6.1K	-$1.1K	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	397	424	-27	-6%	$7	$6	-$1	2026-10-22
US Bancorp \de\	UNCHANGED	349	349	0	0%	$5.9K	$5.0K	-$910	2026-11-05
Farther Finance Advisors, LLC	UNCHANGED	331	331	0	0%	$5.6K	$4.8K	-$863	2026-10-08
PNC Financial Services Group, Inc.	DECREASED	250	268	-18	-7%	$4.5K	$3.6K	-$957	2026-11-06
IFP Advisors, Inc	UNCHANGED	236	236	0	0%	$4.0K	$3.4K	-$616	2026-10-16
Fifth Third Bancorp	DECREASED	157	175	-18	-10%	$3.0K	$2.3K	-$715	2026-11-05
Gamma Investing LLC	DECREASED	104	131	-27	-21%	$2.2K	$1.5K	-$730	2026-10-08
Parkside Financial Bank & Trust	UNCHANGED	65	65	0	0%	$1.1K	$934	-$169	2026-10-27
SBI Securities Co., Ltd.	UNCHANGED	60	60	0	0%	$1.0K	$861	-$157	2026-10-22
Bare Financial Services, Inc	UNCHANGED	53	53	0	0%	$899	$761	-$138	2026-11-04
Root Financial Partners, LLC	NEW	41	—	+41	—	—	$588	—	2026-10-21
MassMutual Private Wealth & Trust, FSB	UNCHANGED	38	38	0	0%	$644	$545	-$99	2026-10-05
Essential Partners LLC	UNCHANGED	28	28	0	0%	$475	$402	-$73	2026-10-14
First Premier Bank	NEW	25	—	+25	—	—	$0	—	2026-10-13
Larson Financial Group LLC	UNCHANGED	12	12	0	0%	$204	$172	-$32	2026-11-05
True Wealth Design, LLC	UNCHANGED	11	11	0	0%	$187	$158	-$29	2026-10-13
Allworth Financial LP	UNCHANGED	8	8	0	0%	$136	$136	$0	2026-11-06
SJS Investment Consulting Inc.	NEW	2	—	+2	—	—	$29	—	2026-10-26
SummerHaven Investment Management, LLC	CLOSED	0	69,741	-69,741	-100%	$1.2M	$0	-$1.2M	2026-10-19
Evergreen Capital Management LLC	CLOSED	0	11,011	-11,011	-100%	$186.7K	$0	-$186.7K	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	24	-24	-100%	$407	$0	-$407	2026-10-29
Clearstead Advisors, LLC	CLOSED	0	7	-7	-100%	$119	$0	-$119	2026-11-06
Biglari Capital Corp.A	N/A	—	3,777,400	-3,777,400	-100%	$64.1M	—	—	—
BlackRock, Inc.	N/A	—	2,459,692	-2,459,692	-100%	$41.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,256,043	-1,256,043	-100%	$21.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,108,984	-1,108,984	-100%	$18.8M	—	—	—
Tieton Capital Management, LLC	N/A	—	1,033,917	-1,033,917	-100%	$17.5M	—	—	—
First Eagle Investment Management, LLC	N/A	—	995,799	-995,799	-100%	$16.9M	—	—	—
Two Sigma Investments, LP	N/A	—	906,685	-906,685	-100%	$15.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	729,890	-729,890	-100%	$12.4M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	656,096	-656,096	-100%	$11.1M	—	—	—
State Street Corp	N/A	—	628,223	-628,223	-100%	$10.7M	—	—	—
Biglari, SardarA	N/A	—	489,247	-489,247	-100%	$8.3M	—	—	—
Monimus Capital Management, LP	N/A	—	455,982	-455,982	-100%	$7.7M	—	—	—
Prudential Financial Inc	N/A	—	449,926	-449,926	-100%	$7.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	428,716	-428,716	-100%	$7.3M	—	—	—
Archon Capital Management LLC	N/A	—	420,690	-420,690	-100%	$7.1M	—	—	—
Renaissance Technologies LLC	N/A	—	418,400	-418,400	-100%	$7.1M	—	—	—
Divisadero Street Capital Management, LP	N/A	—	409,925	-409,925	-100%	$7.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	371,373	-371,373	-100%	$6.3M	—	—	—
Rodgers Brothers Inc.	N/A	—	352,300	-352,300	-100%	$6.0M	—	—	—
UBS Group AG	N/A	—	336,592	-336,592	-100%	$5.7M	—	—	—
Morgan Stanley	N/A	—	316,183	-316,183	-100%	$5.4M	—	—	—
SEI Investments Co	N/A	—	296,440	-296,440	-100%	$5.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	295,789	-295,789	-100%	$5.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	287,556	-287,556	-100%	$4.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	286,840	-286,840	-100%	$4.9M	—	—	—
Empowered Funds, LLC	N/A	—	246,867	-246,867	-100%	$4.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	223,097	-223,097	-100%	$3.8M	—	—	—
Northern Trust Corp	N/A	—	222,005	-222,005	-100%	$3.8M	—	—	—
Trexquant Investment LP	N/A	—	218,709	-218,709	-100%	$3.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	174,929	-174,929	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	150,358	-150,358	-100%	$2.6M	—	—	—
Citadel Advisors LLC	N/A	—	146,788	-146,788	-100%	$2.5M	—	—	—
AQR Capital Management LLC	N/A	—	143,683	-143,683	-100%	$2.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	132,345	-132,345	-100%	$2.2M	—	—	—
Lazard Asset Management LLC	N/A	—	114,905	-114,905	-100%	$1.9M	—	—	—
Marshall Wace, LLP	N/A	—	113,266	-113,266	-100%	$1.9M	—	—	—
Norges Bank	N/A	—	106,200	-106,200	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	94,617	-94,617	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	85,343	-85,343	-100%	$1.4M	—	—	—
Informed Momentum Co LLC	N/A	—	80,170	-80,170	-100%	$1.4M	—	—	—
Aristides Capital LLC	N/A	—	79,833	-79,833	-100%	$1.4M	—	—	—
Millennium Management LLC	N/A	—	76,869	-76,869	-100%	$1.3M	—	—	—
Tudor Investment Corp ET AL	N/A	—	73,215	-73,215	-100%	$1.2M	—	—	—
Boston Partners	N/A	—	72,405	-72,405	-100%	$1.2M	—	—	—
Nomura Asset Management International Inc.	N/A	—	69,400	-69,400	-100%	$1.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	68,258	-68,258	-100%	$1.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	65,345	-65,345	-100%	$1.1M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	62,733	-62,733	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	56,039	-56,039	-100%	$950.4K	—	—	—
Invesco Ltd.	N/A	—	55,912	-55,912	-100%	$948.3K	—	—	—
Gabelli Funds LLC	N/A	—	55,000	-55,000	-100%	$932.8K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	53,362	-53,362	-100%	$905.0K	—	—	—
Nuveen, LLC	N/A	—	51,890	-51,890	-100%	$880.1K	—	—	—
American Century Companies Inc	N/A	—	51,224	-51,224	-100%	$868.8K	—	—	—
Polen Capital Management LLC	N/A	—	46,419	-46,419	-100%	$787.3K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	38,594	-38,594	-100%	$654.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	38,344	-38,344	-100%	$650.3K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	37,331	-37,331	-100%	$633.1K	—	—	—
Rhumbline Advisers	N/A	—	35,537	-35,537	-100%	$602.7K	—	—	—
Ameriprise Financial Inc	N/A	—	34,751	-34,751	-100%	$589.4K	—	—	—
Alliancebernstein L.P.	N/A	—	34,430	-34,430	-100%	$477.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	32,700	-32,700	-100%	$554.6K	—	—	—
Wells Fargo & Company	N/A	—	32,533	-32,533	-100%	$551.8K	—	—	—
Jane Street Group, LLC	N/A	—	32,122	-32,122	-100%	$544.8K	—	—	—
Headlands Technologies LLC	N/A	—	28,665	-28,665	-100%	$486.2K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	28,598	-28,598	-100%	$485.0K	—	—	—
Federated Hermes, Inc.	N/A	—	27,276	-27,276	-100%	$462.6K	—	—	—
Algert Global LLC	N/A	—	27,100	-27,100	-100%	$459.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	23,655	-23,655	-100%	$402.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	23,596	-23,596	-100%	$400.2K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	20,130	-20,130	-100%	$341.4K	—	—	—
Squarepoint Ops LLC	N/A	—	18,927	-18,927	-100%	$321.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	17,901	-17,901	-100%	$303.6K	—	—	—
XTX Topco Ltd	N/A	—	17,764	-17,764	-100%	$301.3K	—	—	—
Franklin Resources Inc	N/A	—	17,740	-17,740	-100%	$300.9K	—	—	—
Focus Partners Wealth	N/A	—	17,137	-17,137	-100%	$290.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,899	-16,899	-100%	$286.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	15,923	-15,923	-100%	$270.1K	—	—	—
Semanteon Capital Management, LP	N/A	—	15,319	-15,319	-100%	$259.8K	—	—	—
Stifel Financial Corp	N/A	—	15,000	-15,000	-100%	$254.4K	—	—	—
Man Group plc	N/A	—	14,932	-14,932	-100%	$253.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	13,265	-13,265	-100%	$225.0K	—	—	—
JPMorgan Chase & Co	N/A	—	12,003	-12,003	-100%	$198.4K	—	—	—
HSBC Holdings PLC	N/A	—	11,882	-11,882	-100%	$199.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,951	-10,951	-100%	$185.7K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	10,000	-10,000	-100%	$169.6K	—	—	—
New York State Common Retirement Fund	N/A	—	9,635	-9,635	-100%	$163.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,998	-8,998	-100%	$152.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	8,236	-8,236	-100%	$139.7K	—	—	—
SG Americas Securities, LLC	N/A	—	6,817	-6,817	-100%	$116.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,407	-6,407	-100%	$108.7K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,558	-4,558	-100%	$77.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,948	-3,948	-100%	$67.0K	—	—	—
Royal Bank of Canada	N/A	—	3,273	-3,273	-100%	$56.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,823	-2,823	-100%	$47.9K	—	—	—
Legal & General Group Plc	N/A	—	2,814	-2,814	-100%	$47.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,131	-2,131	-100%	$36.1K	—	—	—
FMR LLC	N/A	—	2,105	-2,105	-100%	$35.7K	—	—	—
Bessemer Group Inc	N/A	—	1,690	-1,690	-100%	$29	—	—	—
Arax Advisory Partners	N/A	—	1,064	-1,064	-100%	$18.0K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	800	-800	-100%	$13.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	607	-607	-100%	$10.3K	—	—	—
California State Teachers Retirement System	N/A	—	393	-393	-100%	$6.7K	—	—	—
Quantbot Technologies LP	N/A	—	374	-374	-100%	$6.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	196	-196	-100%	$3.3K	—	—	—
Picton Mahoney Asset Management	N/A	—	119	-119	-100%	$2.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	106	-106	-100%	$1.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	100	-100	-100%	$1.7K	—	—	—
Rothschild Investment LLC	N/A	—	70	-70	-100%	$1.2K	—	—	—
Optiver Holding B.V.	N/A	—	70	-70	-100%	$1.2K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	51	-51	-100%	$864	—	—	—

Showing 160 of 160 institutions