ESS Tech Inc

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$275 (-$134)

Filed 2025-02-04

Softbank Group Corp.

CLOSED

Shares0 from 35,953,699

Change-35,953,699 (-100%)

Value$0 (-$29.4M)

Filed 2024-11-14

Vanguard Group Inc

CLOSED

Shares0 from 2,876,217

Change-2,876,217 (-100%)

Value$0 (-$2.4M)

Filed 2024-11-13

Millennium Management LLC

CLOSED

Shares0 from 1,777,622

Change-1,777,622 (-100%)

Value$0 (-$1.5M)

Filed 2024-11-14

Geode Capital Management, LLC

CLOSED

Shares0 from 870,610

Change-870,610 (-100%)

Value$0 (-$712.2K)

Filed 2024-11-12

BlackRock, Inc.

CLOSED

Shares0 from 835,493

Change-835,493 (-100%)

Value$0 (-$683.4K)

Filed 2024-11-13

Jane Street Group, LLC

CLOSED

Shares0 from 805,643

Change-805,643 (-100%)

Value$0 (-$658.9K)

Filed 2024-11-15

FMR LLC

CLOSED

Shares0 from 804,249

Change-804,249 (-100%)

Value$0 (-$657.8K)

Filed 2026-11-05

GSA Capital Partners LLP

CLOSED

Shares0 from 752,949

Change-752,949 (-100%)

Value$0 (-$616)

Filed 2024-11-05

Northern Trust Corp

CLOSED

Shares0 from 675,756

Change-675,756 (-100%)

Value$0 (-$552.7K)

Filed 2024-11-13

Goldman Sachs Group Inc

CLOSED

Shares0 from 636,475

Change-636,475 (-100%)

Value$0 (-$520.6K)

Filed 2024-11-14

Baird Financial Group, Inc.

CLOSED

Shares0 from 622,626

Change-622,626 (-100%)

Value$0 (-$509.2K)

Filed 2024-11-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 365,167

Change-365,167 (-100%)

Value$0 (-$298.7K)

Filed 2024-11-14

Laird Norton Wetherby Trust Company, LLC

CLOSED

Shares0 from 345,953

Change-345,953 (-100%)

Value$0 (-$283.0K)

Filed 2024-11-14

State Street Corp

CLOSED

Shares0 from 308,223

Change-308,223 (-100%)

Value$0 (-$252.1K)

Filed 2024-11-14

Morgan Stanley

CLOSED

Shares0 from 230,259

Change-230,259 (-100%)

Value$0 (-$188.3K)

Filed 2025-05-14

Green Alpha Advisors, LLC

CLOSED

Shares0 from 211,340

Change-211,340 (-100%)

Value$0 (-$172.9K)

Filed 2024-10-07

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 208,464

Change-208,464 (-100%)

Value$0 (-$170.5K)

Filed 2024-11-15

Renaissance Technologies LLC

CLOSED

Shares0 from 203,200

Change-203,200 (-100%)

Value$0 (-$166.2K)

Filed 2024-11-13

Centiva Capital, LP

CLOSED

Shares0 from 188,900

Change-188,900 (-100%)

Value$0 (-$154.5K)

Filed 2024-11-14

Point72 Asia (Singapore) Pte. Ltd.

CLOSED

Shares0 from 180,370

Change-180,370 (-100%)

Value$0 (-$147.5K)

Filed 2024-11-14

Redmond Asset Management, LLC

CLOSED

Shares0 from 178,571

Change-178,571 (-100%)

Value$0 (-$146.1K)

Filed 2024-11-13

HighTower Advisors, LLC

CLOSED

Shares0 from 138,717

Change-138,717 (-100%)

Value$0 (-$113.0K)

Filed 2024-11-14

Pathstone Holdings, LLC

CLOSED

Shares0 from 125,715

Change-125,715 (-100%)

Value$0 (-$102.8K)

Filed 2024-11-07

Paloma Partners Management Co

CLOSED

Shares0 from 107,596

Change-107,596 (-100%)

Value$0 (-$88.0K)

Filed 2024-11-14

HRT Financial LP

CLOSED

Shares0 from 106,889

Change-106,889 (-100%)

Value$0 (-$87)

Filed 2024-11-12

AQR Capital Management LLC

CLOSED

Shares0 from 102,262

Change-102,262 (-100%)

Value$0 (-$83.6K)

Filed 2024-11-14

Citigroup Inc

CLOSED

Shares0 from 81,303

Change-81,303 (-100%)

Value$0 (-$66.5K)

Filed 2024-11-12

JPMorgan Chase & Co

CLOSED

Shares0 from 80,322

Change-80,322 (-100%)

Value$0 (-$65.7K)

Filed 2024-12-26

Envestnet Asset Management Inc

CLOSED

Shares0 from 74,677

Change-74,677 (-100%)

Value$0 (-$61.1K)

Filed 2024-11-07

Citadel Advisors LLC

CLOSED

Shares0 from 74,464

Change-74,464 (-100%)

Value$0 (-$60.9K)

Filed 2024-11-14

Cerity Partners LLC

CLOSED

Shares0 from 71,218

Change-71,218 (-100%)

Value$0 (-$58.2K)

Filed 2024-11-12

Barclays PLC

CLOSED

Shares0 from 57,303

Change-57,303 (-100%)

Value$0 (-$46.9K)

Filed 2026-03-31

Freedom Investment Management, Inc.

CLOSED

Shares0 from 50,881

Change-50,881 (-100%)

Value$0 (-$41.6K)

Filed 2024-11-13

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 45,556

Change-45,556 (-100%)

Value$0 (-$37.3K)

Filed 2024-11-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 44,088

Change-44,088 (-100%)

Value$0 (-$36.1K)

Filed 2024-11-14

CWM, LLC

CLOSED

Shares0 from 41,109

Change-41,109 (-100%)

Value$0 (-$34)

Filed 2024-10-08

Marex Group Ltd

CLOSED

Shares0 from 41,000

Change-41,000 (-100%)

Value$0 (-$33.5K)

Filed 2026-04-07

Point72 (Difc) Ltd

CLOSED

Shares0 from 39,197

Change-39,197 (-100%)

Value$0 (-$32.1K)

Filed 2024-11-14

Schonfeld Strategic Advisors LLC

CLOSED

Shares0 from 39,100

Change-39,100 (-100%)

Value$0 (-$32.0K)

Filed 2024-11-14

XTX Topco Ltd

CLOSED

Shares0 from 38,690

Change-38,690 (-100%)

Value$0 (-$31.6K)

Filed 2024-11-14

Group One Trading LLC

CLOSED

Shares0 from 37,144

Change-37,144 (-100%)

Value$0 (-$30.4K)

Filed 2024-11-14

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 36,653

Change-36,653 (-100%)

Value$0 (-$30.0K)

Filed 2024-11-08

H D Vest Advisory Services

CLOSED

Shares0 from 35,500

Change-35,500 (-100%)

Value$0 (-$29.0K)

Filed 2024-11-13

Vanguard Personalized Indexing Management, LLC

CLOSED

Shares0 from 33,498

Change-33,498 (-100%)

Value$0 (-$27.4K)

Filed 2024-11-12

Kestra Advisory Services, LLC

CLOSED

Shares0 from 32,232

Change-32,232 (-100%)

Value$0 (-$26.4K)

Filed 2024-11-13

UBS Group AG

CLOSED

Shares0 from 30,225

Change-30,225 (-100%)

Value$0 (-$24.7K)

Filed 2024-11-14

Independent Financial Group, LLC

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$24.5K)

Filed 2026-06-12

SEI Investments Co

CLOSED

Shares0 from 28,632

Change-28,632 (-100%)

Value$0 (-$23.4K)

Filed 2024-11-12

Balyasny Asset Management L.P.

CLOSED

Shares0 from 25,334

Change-25,334 (-100%)

Value$0 (-$20.7K)

Filed 2024-11-14

LPL Financial LLC

CLOSED

Shares0 from 24,425

Change-24,425 (-100%)

Value$0 (-$20.0K)

Filed 2024-11-08

Osaic Holdings, Inc.

CLOSED

Shares0 from 23,679

Change-23,679 (-100%)

Value$0 (-$19.4K)

Filed 2024-11-13

Russell Investments Group, Ltd.

CLOSED

Shares0 from 22,870

Change-22,870 (-100%)

Value$0 (-$18.7K)

Filed 2024-11-13

Rhumbline Advisers

CLOSED

Shares0 from 22,392

Change-22,392 (-100%)

Value$0 (-$18.3K)

Filed 2024-11-12

Dakota Wealth Management

CLOSED

Shares0 from 21,276

Change-21,276 (-100%)

Value$0 (-$17.4K)

Filed 2024-10-23

Blair William & Co

CLOSED

Shares0 from 21,249

Change-21,249 (-100%)

Value$0 (-$17.4K)

Filed 2024-11-12

Cubist Systematic Strategies, LLC

CLOSED

Shares0 from 20,602

Change-20,602 (-100%)

Value$0 (-$16.9K)

Filed 2024-11-14

Cetera Investment Advisers

CLOSED

Shares0 from 19,390

Change-19,390 (-100%)

Value$0 (-$15.9K)

Filed 2024-11-13

Two Sigma Securities, LLC

CLOSED

Shares0 from 18,477

Change-18,477 (-100%)

Value$0 (-$15.1K)

Filed 2024-11-14

Brighton Jones LLC

CLOSED

Shares0 from 17,726

Change-17,726 (-100%)

Value$0 (-$14.5K)

Filed 2025-03-04

Engineers Gate Manager LP

CLOSED

Shares0 from 17,030

Change-17,030 (-100%)

Value$0 (-$13.9K)

Filed 2024-11-14

Consilio Wealth Advisors, LLC

CLOSED

Shares0 from 17,013

Change-17,013 (-100%)

Value$0 (-$13.9K)

Filed 2024-10-07

Parcion Private Wealth LLC

CLOSED

Shares0 from 17,013

Change-17,013 (-100%)

Value$0 (-$13.9K)

Filed 2024-10-23

Savant Capital, LLC

CLOSED

Shares0 from 15,735

Change-15,735 (-100%)

Value$0 (-$12.9K)

Filed 2024-11-04

Jump Financial, LLC

CLOSED

Shares0 from 13,563

Change-13,563 (-100%)

Value$0 (-$11.1K)

Filed 2024-11-14

ProShare Advisors LLC

CLOSED

Shares0 from 12,221

Change-12,221 (-100%)

Value$0 (-$10.0K)

Filed 2024-11-14

Pickering Energy Partners LP

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$9.8K)

Filed 2024-11-14

Ground Swell Capital, LLC

CLOSED

Shares0 from 11,100

Change-11,100 (-100%)

Value$0 (-$9.1K)

Filed 2024-10-29

Bank of America Corp

CLOSED

Shares0 from 10,997

Change-10,997 (-100%)

Value$0 (-$9.0K)

Filed 2025-03-18

Fisher Asset Management, LLC

CLOSED

Shares0 from 10,800

Change-10,800 (-100%)

Value$0 (-$8.8K)

Filed 2024-11-12

Royal Bank of Canada

CLOSED

Shares0 from 10,687

Change-10,687 (-100%)

Value$0 (-$8.0K)

Filed 2024-11-14

Robertson Stephens Wealth Management, LLC

CLOSED

Shares0 from 10,362

Change-10,362 (-100%)

Value$0 (-$8.5K)

Filed 2024-11-12

HSBC Holdings PLC

CLOSED

Shares0 from 10,308

Change-10,308 (-100%)

Value$0 (-$8.2K)

Filed 2024-11-14

Von Berge Wealth Management Group, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$7.5K)

Filed 2024-11-12

Western Wealth Management, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$8.2K)

Filed 2024-11-12

Cypress Wealth Services, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$8.2K)

Filed 2024-10-09

Global Retirement Partners, LLC

CLOSED

Shares0 from 6,850

Change-6,850 (-100%)

Value$0 (-$5.6K)

Filed 2024-10-16

Missouri Trust & Investment Co

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$4.1K)

Filed 2024-11-05

Macquarie Group LTD

CLOSED

Shares0 from 4,671

Change-4,671 (-100%)

Value$0 (-$3.8K)

Filed 2024-11-14

Parkside Financial Bank & Trust

CLOSED

Shares0 from 3,500

Change-3,500 (-100%)

Value$0 (-$2.9K)

Filed 2024-11-07

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$2.5K)

Filed 2024-11-14

US Bancorp \de\

CLOSED

Shares0 from 1,750

Change-1,750 (-100%)

Value$0 (-$1.4K)

Filed 2024-10-28

NewEdge Advisors, LLC

CLOSED

Shares0 from 1,155

Change-1,155 (-100%)

Value$0 (-$945)

Filed 2024-11-14

Wolff Wiese Magana LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$818)

Filed 2024-10-16

Principal Securities, Inc.

CLOSED

Shares0 from 858

Change-858 (-100%)

Value$0 (-$702)

Filed 2024-10-28

Arax Advisory Partners

CLOSED

Shares0 from 768

Change-768 (-100%)

Value$0 (-$629)

Filed 2024-11-06

New York State Common Retirement Fund

CLOSED

Shares0 from 755

Change-755 (-100%)

Value$0 (-$618)

Filed 2025-10-08

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 573

Change-573 (-100%)

Value$0 (-$469)

Filed 2024-10-24

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$409)

Filed 2024-10-04

Wells Fargo & Company

CLOSED

Shares0 from 311

Change-311 (-100%)

Value$0 (-$254)

Filed 2024-11-13

Jackson, Grant Investment Advisers, Inc.

CLOSED

Shares0 from 302

Change-302 (-100%)

Value$0 (-$247)

Filed 2024-10-17

Robinswood Financial LLC

CLOSED

Shares0 from 245

Change-245 (-100%)

Value$0 (-$200)

Filed 2026-07-15

Allworth Financial LP

CLOSED

Shares0 from 227

Change-227 (-100%)

Value$0 (-$181)

Filed 2024-10-23

Albion Financial Group

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$164)

Filed 2024-10-09

Jones Financial Companies Lllp

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$163)

Filed 2024-11-12

Family Firm, Inc.

CLOSED

Shares0 from 169

Change-169 (-100%)

Value$0 (-$138)

Filed 2024-10-17

VitalStone Financial, LLC

CLOSED

Shares0 from 135

Change-135 (-100%)

Value$0 (-$110)

Filed 2024-10-11

CoreCap Advisors, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$82)

Filed 2024-11-08

Gradient Investments LLC

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$46)

Filed 2024-10-15

Coston, McIsaac & Partners

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 ($0)

Filed 2024-10-22

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-10-10

Benjamin F. Edwards & Company, Inc.

N/A

Shares— from 595

Change-595 (-100%)

Value—

	Status
IFP Advisors, Inc	UNCHANGED	500	500	0	0%	$409	$275	-$134	2025-02-04
Softbank Group Corp.	CLOSED	0	35,953,699	-35,953,699	-100%	$29.4M	$0	-$29.4M	2024-11-14
Vanguard Group Inc	CLOSED	0	2,876,217	-2,876,217	-100%	$2.4M	$0	-$2.4M	2024-11-13
Millennium Management LLC	CLOSED	0	1,777,622	-1,777,622	-100%	$1.5M	$0	-$1.5M	2024-11-14
Geode Capital Management, LLC	CLOSED	0	870,610	-870,610	-100%	$712.2K	$0	-$712.2K	2024-11-12
BlackRock, Inc.	CLOSED	0	835,493	-835,493	-100%	$683.4K	$0	-$683.4K	2024-11-13
Jane Street Group, LLC	CLOSED	0	805,643	-805,643	-100%	$658.9K	$0	-$658.9K	2024-11-15
FMR LLC	CLOSED	0	804,249	-804,249	-100%	$657.8K	$0	-$657.8K	2026-11-05
GSA Capital Partners LLP	CLOSED	0	752,949	-752,949	-100%	$616	$0	-$616	2024-11-05
Northern Trust Corp	CLOSED	0	675,756	-675,756	-100%	$552.7K	$0	-$552.7K	2024-11-13
Goldman Sachs Group Inc	CLOSED	0	636,475	-636,475	-100%	$520.6K	$0	-$520.6K	2024-11-14
Baird Financial Group, Inc.	CLOSED	0	622,626	-622,626	-100%	$509.2K	$0	-$509.2K	2024-11-14
Susquehanna International Group, LLP	CLOSED	0	365,167	-365,167	-100%	$298.7K	$0	-$298.7K	2024-11-14
Laird Norton Wetherby Trust Company, LLC	CLOSED	0	345,953	-345,953	-100%	$283.0K	$0	-$283.0K	2024-11-14
State Street Corp	CLOSED	0	308,223	-308,223	-100%	$252.1K	$0	-$252.1K	2024-11-14
Morgan Stanley	CLOSED	0	230,259	-230,259	-100%	$188.3K	$0	-$188.3K	2025-05-14
Green Alpha Advisors, LLC	CLOSED	0	211,340	-211,340	-100%	$172.9K	$0	-$172.9K	2024-10-07
Y-Intercept (Hong Kong) Ltd	CLOSED	0	208,464	-208,464	-100%	$170.5K	$0	-$170.5K	2024-11-15
Renaissance Technologies LLC	CLOSED	0	203,200	-203,200	-100%	$166.2K	$0	-$166.2K	2024-11-13
Centiva Capital, LP	CLOSED	0	188,900	-188,900	-100%	$154.5K	$0	-$154.5K	2024-11-14
Point72 Asia (Singapore) Pte. Ltd.	CLOSED	0	180,370	-180,370	-100%	$147.5K	$0	-$147.5K	2024-11-14
Redmond Asset Management, LLC	CLOSED	0	178,571	-178,571	-100%	$146.1K	$0	-$146.1K	2024-11-13
HighTower Advisors, LLC	CLOSED	0	138,717	-138,717	-100%	$113.0K	$0	-$113.0K	2024-11-14
Pathstone Holdings, LLC	CLOSED	0	125,715	-125,715	-100%	$102.8K	$0	-$102.8K	2024-11-07
Paloma Partners Management Co	CLOSED	0	107,596	-107,596	-100%	$88.0K	$0	-$88.0K	2024-11-14
HRT Financial LP	CLOSED	0	106,889	-106,889	-100%	$87	$0	-$87	2024-11-12
AQR Capital Management LLC	CLOSED	0	102,262	-102,262	-100%	$83.6K	$0	-$83.6K	2024-11-14
Citigroup Inc	CLOSED	0	81,303	-81,303	-100%	$66.5K	$0	-$66.5K	2024-11-12
JPMorgan Chase & Co	CLOSED	0	80,322	-80,322	-100%	$65.7K	$0	-$65.7K	2024-12-26
Envestnet Asset Management Inc	CLOSED	0	74,677	-74,677	-100%	$61.1K	$0	-$61.1K	2024-11-07
Citadel Advisors LLC	CLOSED	0	74,464	-74,464	-100%	$60.9K	$0	-$60.9K	2024-11-14
Cerity Partners LLC	CLOSED	0	71,218	-71,218	-100%	$58.2K	$0	-$58.2K	2024-11-12
Barclays PLC	CLOSED	0	57,303	-57,303	-100%	$46.9K	$0	-$46.9K	2026-03-31
Freedom Investment Management, Inc.	CLOSED	0	50,881	-50,881	-100%	$41.6K	$0	-$41.6K	2024-11-13
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	45,556	-45,556	-100%	$37.3K	$0	-$37.3K	2024-11-14
Tower Research Capital LLC (TRC)	CLOSED	0	44,088	-44,088	-100%	$36.1K	$0	-$36.1K	2024-11-14
CWM, LLC	CLOSED	0	41,109	-41,109	-100%	$34	$0	-$34	2024-10-08
Marex Group Ltd	CLOSED	0	41,000	-41,000	-100%	$33.5K	$0	-$33.5K	2026-04-07
Point72 (Difc) Ltd	CLOSED	0	39,197	-39,197	-100%	$32.1K	$0	-$32.1K	2024-11-14
Schonfeld Strategic Advisors LLC	CLOSED	0	39,100	-39,100	-100%	$32.0K	$0	-$32.0K	2024-11-14
XTX Topco Ltd	CLOSED	0	38,690	-38,690	-100%	$31.6K	$0	-$31.6K	2024-11-14
Group One Trading LLC	CLOSED	0	37,144	-37,144	-100%	$30.4K	$0	-$30.4K	2024-11-14
PNC Financial Services Group, Inc.	CLOSED	0	36,653	-36,653	-100%	$30.0K	$0	-$30.0K	2024-11-08
H D Vest Advisory Services	CLOSED	0	35,500	-35,500	-100%	$29.0K	$0	-$29.0K	2024-11-13
Vanguard Personalized Indexing Management, LLC	CLOSED	0	33,498	-33,498	-100%	$27.4K	$0	-$27.4K	2024-11-12
Kestra Advisory Services, LLC	CLOSED	0	32,232	-32,232	-100%	$26.4K	$0	-$26.4K	2024-11-13
UBS Group AG	CLOSED	0	30,225	-30,225	-100%	$24.7K	$0	-$24.7K	2024-11-14
Independent Financial Group, LLC	CLOSED	0	30,000	-30,000	-100%	$24.5K	$0	-$24.5K	2026-06-12
SEI Investments Co	CLOSED	0	28,632	-28,632	-100%	$23.4K	$0	-$23.4K	2024-11-12
Balyasny Asset Management L.P.	CLOSED	0	25,334	-25,334	-100%	$20.7K	$0	-$20.7K	2024-11-14
LPL Financial LLC	CLOSED	0	24,425	-24,425	-100%	$20.0K	$0	-$20.0K	2024-11-08
Osaic Holdings, Inc.	CLOSED	0	23,679	-23,679	-100%	$19.4K	$0	-$19.4K	2024-11-13
Russell Investments Group, Ltd.	CLOSED	0	22,870	-22,870	-100%	$18.7K	$0	-$18.7K	2024-11-13
Rhumbline Advisers	CLOSED	0	22,392	-22,392	-100%	$18.3K	$0	-$18.3K	2024-11-12
Dakota Wealth Management	CLOSED	0	21,276	-21,276	-100%	$17.4K	$0	-$17.4K	2024-10-23
Blair William & Co	CLOSED	0	21,249	-21,249	-100%	$17.4K	$0	-$17.4K	2024-11-12
Cubist Systematic Strategies, LLC	CLOSED	0	20,602	-20,602	-100%	$16.9K	$0	-$16.9K	2024-11-14
Cetera Investment Advisers	CLOSED	0	19,390	-19,390	-100%	$15.9K	$0	-$15.9K	2024-11-13
Two Sigma Securities, LLC	CLOSED	0	18,477	-18,477	-100%	$15.1K	$0	-$15.1K	2024-11-14
Brighton Jones LLC	CLOSED	0	17,726	-17,726	-100%	$14.5K	$0	-$14.5K	2025-03-04
Engineers Gate Manager LP	CLOSED	0	17,030	-17,030	-100%	$13.9K	$0	-$13.9K	2024-11-14
Consilio Wealth Advisors, LLC	CLOSED	0	17,013	-17,013	-100%	$13.9K	$0	-$13.9K	2024-10-07
Parcion Private Wealth LLC	CLOSED	0	17,013	-17,013	-100%	$13.9K	$0	-$13.9K	2024-10-23
Savant Capital, LLC	CLOSED	0	15,735	-15,735	-100%	$12.9K	$0	-$12.9K	2024-11-04
Jump Financial, LLC	CLOSED	0	13,563	-13,563	-100%	$11.1K	$0	-$11.1K	2024-11-14
ProShare Advisors LLC	CLOSED	0	12,221	-12,221	-100%	$10.0K	$0	-$10.0K	2024-11-14
Pickering Energy Partners LP	CLOSED	0	12,000	-12,000	-100%	$9.8K	$0	-$9.8K	2024-11-14
Ground Swell Capital, LLC	CLOSED	0	11,100	-11,100	-100%	$9.1K	$0	-$9.1K	2024-10-29
Bank of America Corp	CLOSED	0	10,997	-10,997	-100%	$9.0K	$0	-$9.0K	2025-03-18
Fisher Asset Management, LLC	CLOSED	0	10,800	-10,800	-100%	$8.8K	$0	-$8.8K	2024-11-12
Royal Bank of Canada	CLOSED	0	10,687	-10,687	-100%	$8.0K	$0	-$8.0K	2024-11-14
Robertson Stephens Wealth Management, LLC	CLOSED	0	10,362	-10,362	-100%	$8.5K	$0	-$8.5K	2024-11-12
HSBC Holdings PLC	CLOSED	0	10,308	-10,308	-100%	$8.2K	$0	-$8.2K	2024-11-14
Von Berge Wealth Management Group, LLC	CLOSED	0	10,000	-10,000	-100%	$7.5K	$0	-$7.5K	2024-11-12
Western Wealth Management, LLC	CLOSED	0	10,000	-10,000	-100%	$8.2K	$0	-$8.2K	2024-11-12
Cypress Wealth Services, LLC	CLOSED	0	10,000	-10,000	-100%	$8.2K	$0	-$8.2K	2024-10-09
Global Retirement Partners, LLC	CLOSED	0	6,850	-6,850	-100%	$5.6K	$0	-$5.6K	2024-10-16
Missouri Trust & Investment Co	CLOSED	0	5,000	-5,000	-100%	$4.1K	$0	-$4.1K	2024-11-05
Macquarie Group LTD	CLOSED	0	4,671	-4,671	-100%	$3.8K	$0	-$3.8K	2024-11-14
Parkside Financial Bank & Trust	CLOSED	0	3,500	-3,500	-100%	$2.9K	$0	-$2.9K	2024-11-07
Steward Partners Investment Advisory, LLC	CLOSED	0	3,000	-3,000	-100%	$2.5K	$0	-$2.5K	2024-11-14
US Bancorp \de\	CLOSED	0	1,750	-1,750	-100%	$1.4K	$0	-$1.4K	2024-10-28
NewEdge Advisors, LLC	CLOSED	0	1,155	-1,155	-100%	$945	$0	-$945	2024-11-14
Wolff Wiese Magana LLC	CLOSED	0	1,000	-1,000	-100%	$818	$0	-$818	2024-10-16
Principal Securities, Inc.	CLOSED	0	858	-858	-100%	$702	$0	-$702	2024-10-28
Arax Advisory Partners	CLOSED	0	768	-768	-100%	$629	$0	-$629	2024-11-06
New York State Common Retirement Fund	CLOSED	0	755	-755	-100%	$618	$0	-$618	2025-10-08
Nisa Investment Advisors, LLC	CLOSED	0	573	-573	-100%	$469	$0	-$469	2024-10-24
Harbor Investment Advisory, LLC	CLOSED	0	500	-500	-100%	$409	$0	-$409	2024-10-04
Wells Fargo & Company	CLOSED	0	311	-311	-100%	$254	$0	-$254	2024-11-13
Jackson, Grant Investment Advisers, Inc.	CLOSED	0	302	-302	-100%	$247	$0	-$247	2024-10-17
Robinswood Financial LLC	CLOSED	0	245	-245	-100%	$200	$0	-$200	2026-07-15
Allworth Financial LP	CLOSED	0	227	-227	-100%	$181	$0	-$181	2024-10-23
Albion Financial Group	CLOSED	0	200	-200	-100%	$164	$0	-$164	2024-10-09
Jones Financial Companies Lllp	CLOSED	0	200	-200	-100%	$163	$0	-$163	2024-11-12
Family Firm, Inc.	CLOSED	0	169	-169	-100%	$138	$0	-$138	2024-10-17
VitalStone Financial, LLC	CLOSED	0	135	-135	-100%	$110	$0	-$110	2024-10-11
CoreCap Advisors, LLC	CLOSED	0	100	-100	-100%	$82	$0	-$82	2024-11-08
Gradient Investments LLC	CLOSED	0	56	-56	-100%	$46	$0	-$46	2024-10-15
Coston, McIsaac & Partners	CLOSED	0	50	-50	-100%	$0	$0	$0	2024-10-22
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-10-10
Benjamin F. Edwards & Company, Inc.	N/A	—	595	-595	-100%	$0	—	—	—

Showing 102 of 102 institutions