8X8 Inc (EGHT)

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

Shares1,844,763 from 1,625,174

Change+219,589 (+14%)

Value$4.1M (+$1.4M)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares619,576 from 590,919

Change+28,657 (+5%)

Value$1.4M (+$383.6K)

Filed 2026-11-05

Penn Capital Management Company, LLC

INCREASED

Shares482,338 from 373,520

Change+108,818 (+29%)

Value$1.1M (+$446.5K)

Filed 2026-11-04

State of Wyoming

INCREASED

Shares313,787 from 196,562

Change+117,225 (+60%)

Value$706.0K (+$369.9K)

Filed 2026-10-28

Allspring Global Investments Holdings, LLC

INCREASED

Shares105,615 from 103,284

Change+2,331 (+2%)

Value$244.0K (+$55.0K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares86,220 from 69,544

Change+16,676 (+24%)

Value$194.0K (+$75.1K)

Filed 2026-11-02

MacKenzie Financial Corp

DECREASED

Shares68,813 from 71,554

Change-2,741 (-4%)

Value$154.8K (+$32.5K)

Filed 2026-11-02

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares56,284 from 46,514

Change+9,770 (+21%)

Value$126.6K (+$47.1K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares52,410 from 93,238

Change-40,828 (-44%)

Value$113.2K (-$48.2K)

Filed 2026-10-13

Kathmere Capital Management, LLC

NEW

Shares42,434

Change+42,434

Value$95.5K

Filed 2026-10-20

Concurrent Investment Advisors, LLC

UNCHANGED

Shares32,500 from 32,500

Change0 (0%)

Value$73.1K (+$17.6K)

Filed 2026-10-16

D'Orazio & Associates, Inc.

NEW

Shares24,397

Change+24,397

Value$54.9K

Filed 2026-11-04

Williams & Novak Wealth Management, LLC

INCREASED

Shares23,520 from 22,580

Change+940 (+4%)

Value$52.9K (+$14.3K)

Filed 2026-10-09

Independent Solutions Wealth Management, LLC

DECREASED

Shares19,301 from 19,551

Change-250 (-1%)

Value$43.4K (+$10.0K)

Filed 2026-10-28

ProShare Advisors LLC

DECREASED

Shares17,826 from 18,262

Change-436 (-2%)

Value$40.1K (+$8.9K)

Filed 2026-10-29

Davenport & Co LLC

UNCHANGED

Shares16,167 from 16,167

Change0 (0%)

Value$36.4K (+$8.7K)

Filed 2026-10-14

Xponance LLC

DECREASED

Shares13,039 from 13,269

Change-230 (-2%)

Value$29.3K (+$6.6K)

Filed 2026-11-03

Brighton Jones LLC

DECREASED

Shares11,664 from 19,634

Change-7,970 (-41%)

Value$26.2K (-$7.3K)

Filed 2026-11-03

Farther Finance Advisors, LLC

DECREASED

Shares9,185 from 9,430

Change-245 (-3%)

Value$20.7K (+$4.5K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares6,944 from 69,914

Change-62,970 (-90%)

Value$15.6K (-$103.9K)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

DECREASED

Shares5,615 from 8,744

Change-3,129 (-36%)

Value$12.6K (-$2.3K)

Filed 2026-11-04

Summit Securities Group LLC

NEW

Shares3,882

Change+3,882

Value$8.7K

Filed 2026-11-05

Sterling Capital Management LLC

DECREASED

Shares2,751 from 2,811

Change-60 (-2%)

Value$6.2K (+$1.4K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,132 from 2,132

Change0 (0%)

Value$4.8K (+$1.2K)

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares1,944 from 2,357

Change-413 (-18%)

Value$4.4K (+$344)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares1,352 from 202

Change+1,150 (+569%)

Value$3.0K (+$2.7K)

Filed 2026-10-26

Simplex Trading, LLC

DECREASED

Shares1,337 from 15,446

Change-14,109 (-91%)

Value$3.0K (-$23.4K)

Filed 2026-11-04

Gamma Investing LLC

NEW

Shares1,175

Change+1,175

Value$2.6K

Filed 2026-10-08

TD Waterhouse Canada Inc.

UNCHANGED

Shares653 from 653

Change0 (0%)

Value$1.5K (+$314)

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares400 from 375

Change+25 (+7%)

Value$900 (+$259)

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares294 from 947

Change-653 (-69%)

Value$662 (-$957)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares229

Change+229

Value$515

Filed 2026-10-21

Fortitude Family Office, LLC

DECREASED

Shares223 from 385

Change-162 (-42%)

Value$502 (-$156)

Filed 2026-10-14

Morton Brown Family Wealth, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$225 (+$54)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

INCREASED

Shares88 from 8

Change+80 (+1000%)

Value$198 (+$184)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares71

Change+71

Value$160

Filed 2026-10-30

Parallel Advisors, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$113 (+$27)

Filed 2026-11-03

True Wealth Design, LLC

DECREASED

Shares48 from 191

Change-143 (-75%)

Value$108 (-$219)

Filed 2026-10-13

BlueSky Wealth Advisors, LLC

CLOSED

Shares0 from 19,045

Change-19,045 (-100%)

Value$0 (-$32.6K)

Filed 2026-10-29

NorthCrest Asset Manangement, LLC

CLOSED

Shares0 from 14,421

Change-14,421 (-100%)

Value$0 (-$29.7K)

Filed 2026-10-13

Axiom Investment Management LLC

CLOSED

Shares0 from 2,900

Change-2,900 (-100%)

Value$0 (-$5.0K)

Filed 2026-11-03

Chung Wu Investment Group, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$3.4K)

Filed 2026-11-03

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 266

Change-266 (-100%)

Value$0 (-$455)

Filed 2026-10-07

Covestor Ltd

CLOSED

Shares0 from 96

Change-96 (-100%)

Value$0 ($0)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 12,060,736

Change-12,060,736 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 7,658,495

Change-7,658,495 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 5,938,005

Change-5,938,005 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 5,679,638

Change-5,679,638 (-100%)

Value—

Sylebra Capital LLC

N/A

Shares— from 4,188,249

Change-4,188,249 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 3,786,088

Change-3,786,088 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 3,673,075

Change-3,673,075 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 2,864,002

Change-2,864,002 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,801,981

Change-2,801,981 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,536,919

Change-2,536,919 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 2,144,933

Change-2,144,933 (-100%)

Value—

Impax Asset Management Group plc

N/A

Shares— from 2,000,000

Change-2,000,000 (-100%)

Value—

Boston Partners

N/A

Shares— from 1,864,379

Change-1,864,379 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 1,860,797

Change-1,860,797 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,836,145

Change-1,836,145 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,817,754

Change-1,817,754 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,776,111

Change-1,776,111 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,650,937

Change-1,650,937 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,496,229

Change-1,496,229 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,433,303

Change-1,433,303 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 1,284,026

Change-1,284,026 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,282,373

Change-1,282,373 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 1,232,043

Change-1,232,043 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,176,821

Change-1,176,821 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,140,445

Change-1,140,445 (-100%)

Value—

Nano Cap New Millennium Growth Fund L P

N/A

Shares— from 1,125,000

Change-1,125,000 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 1,093,165

Change-1,093,165 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 1,093,071

Change-1,093,071 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,018,715

Change-1,018,715 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,011,031

Change-1,011,031 (-100%)

Value—

Crestline Management, L.P.

N/A

Shares— from 990,850

Change-990,850 (-100%)

Value—

S Squared Technology, LLC

N/A

Shares— from 934,236

Change-934,236 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 919,651

Change-919,651 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 846,965

Change-846,965 (-100%)

Value—

Invenomic Capital Management LP

N/A

Shares— from 818,755

Change-818,755 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 723,439

Change-723,439 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 710,745

Change-710,745 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 692,349

Change-692,349 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 670,822

Change-670,822 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 632,486

Change-632,486 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 611,961

Change-611,961 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 562,172

Change-562,172 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 539,989

Change-539,989 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 517,823

Change-517,823 (-100%)

Value—

Cooper Creek Partners Management LLC

N/A

Shares— from 515,606

Change-515,606 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 461,289

Change-461,289 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 456,625

Change-456,625 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 384,630

Change-384,630 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 383,278

Change-383,278 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 367,647

Change-367,647 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 358,247

Change-358,247 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 304,307

Change-304,307 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 284,712

Change-284,712 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 270,969

Change-270,969 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 260,764

Change-260,764 (-100%)

Value—

UBS Group AG

N/A

Shares— from 255,665

Change-255,665 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 251,051

Change-251,051 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 250,444

Change-250,444 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 239,063

Change-239,063 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 231,691

Change-231,691 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 218,089

Change-218,089 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 200,050

Change-200,050 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 195,800

Change-195,800 (-100%)

Value—

Barclays PLC

N/A

Shares— from 192,303

Change-192,303 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 186,211

Change-186,211 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 164,484

Change-164,484 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 158,845

Change-158,845 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 132,713

Change-132,713 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 128,411

Change-128,411 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 100,434

Change-100,434 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 96,613

Change-96,613 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 93,042

Change-93,042 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 92,575

Change-92,575 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 88,419

Change-88,419 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 87,727

Change-87,727 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 85,752

Change-85,752 (-100%)

Value—

Man Group plc

N/A

Shares— from 84,938

Change-84,938 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 78,767

Change-78,767 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 76,178

Change-76,178 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 64,237

Change-64,237 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 58,818

Change-58,818 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 52,083

Change-52,083 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 47,117

Change-47,117 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 46,100

Change-46,100 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 45,527

Change-45,527 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 45,175

Change-45,175 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 44,108

Change-44,108 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 43,945

Change-43,945 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 41,368

Change-41,368 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 37,426

Change-37,426 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 37,199

Change-37,199 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 36,355

Change-36,355 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 35,671

Change-35,671 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 33,936

Change-33,936 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 33,347

Change-33,347 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 33,208

Change-33,208 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 32,293

Change-32,293 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 31,453

Change-31,453 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 30,441

Change-30,441 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 29,481

Change-29,481 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 28,680

Change-28,680 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 27,296

Change-27,296 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 25,465

Change-25,465 (-100%)

Value—

Amundi

N/A

Shares— from 25,274

Change-25,274 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 23,310

Change-23,310 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 22,687

Change-22,687 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 20,943

Change-20,943 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 20,715

Change-20,715 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 15,465

Change-15,465 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 15,044

Change-15,044 (-100%)

Value—

Heron Bay Capital Management

N/A

Shares— from 14,457

Change-14,457 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 14,282

Change-14,282 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 12,377

Change-12,377 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 12,221

Change-12,221 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 11,529

Change-11,529 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 11,429

Change-11,429 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 11,167

Change-11,167 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 8,631

Change-8,631 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,886

Change-4,886 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,195

Change-3,195 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,158

Change-3,158 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,144

Change-2,144 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,921

Change-1,921 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,581

Change-1,581 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 694

Change-694 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 609

Change-609 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 595

Change-595 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,844,763	1,625,174	+219,589	+14%	$2.8M	$4.1M	+$1.4M	2026-11-04
Bank of New York Mellon Corp	INCREASED	619,576	590,919	+28,657	+5%	$1.0M	$1.4M	+$383.6K	2026-11-05
Penn Capital Management Company, LLC	INCREASED	482,338	373,520	+108,818	+29%	$638.7K	$1.1M	+$446.5K	2026-11-04
State of Wyoming	INCREASED	313,787	196,562	+117,225	+60%	$336.1K	$706.0K	+$369.9K	2026-10-28
Allspring Global Investments Holdings, LLC	INCREASED	105,615	103,284	+2,331	+2%	$189.0K	$244.0K	+$55.0K	2026-11-04
Creative Planning	INCREASED	86,220	69,544	+16,676	+24%	$118.9K	$194.0K	+$75.1K	2026-11-02
MacKenzie Financial Corp	DECREASED	68,813	71,554	-2,741	-4%	$122.4K	$154.8K	+$32.5K	2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	56,284	46,514	+9,770	+21%	$79.5K	$126.6K	+$47.1K	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	52,410	93,238	-40,828	-44%	$161.4K	$113.2K	-$48.2K	2026-10-13
Kathmere Capital Management, LLC	NEW	42,434	—	+42,434	—	—	$95.5K	—	2026-10-20
Concurrent Investment Advisors, LLC	UNCHANGED	32,500	32,500	0	0%	$55.6K	$73.1K	+$17.6K	2026-10-16
D'Orazio & Associates, Inc.	NEW	24,397	—	+24,397	—	—	$54.9K	—	2026-11-04
Williams & Novak Wealth Management, LLC	INCREASED	23,520	22,580	+940	+4%	$38.6K	$52.9K	+$14.3K	2026-10-09
Independent Solutions Wealth Management, LLC	DECREASED	19,301	19,551	-250	-1%	$33.4K	$43.4K	+$10.0K	2026-10-28
ProShare Advisors LLC	DECREASED	17,826	18,262	-436	-2%	$31.2K	$40.1K	+$8.9K	2026-10-29
Davenport & Co LLC	UNCHANGED	16,167	16,167	0	0%	$27.6K	$36.4K	+$8.7K	2026-10-14
Xponance LLC	DECREASED	13,039	13,269	-230	-2%	$22.7K	$29.3K	+$6.6K	2026-11-03
Brighton Jones LLC	DECREASED	11,664	19,634	-7,970	-41%	$33.6K	$26.2K	-$7.3K	2026-11-03
Farther Finance Advisors, LLC	DECREASED	9,185	9,430	-245	-3%	$16.1K	$20.7K	+$4.5K	2026-10-08
Citigroup Inc	DECREASED	6,944	69,914	-62,970	-90%	$119.6K	$15.6K	-$103.9K	2026-11-04
EverSource Wealth Advisors, LLC	DECREASED	5,615	8,744	-3,129	-36%	$15.0K	$12.6K	-$2.3K	2026-11-04
Summit Securities Group LLC	NEW	3,882	—	+3,882	—	—	$8.7K	—	2026-11-05
Sterling Capital Management LLC	DECREASED	2,751	2,811	-60	-2%	$4.8K	$6.2K	+$1.4K	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	2,132	2,132	0	0%	$3.6K	$4.8K	+$1.2K	2026-10-20
Essential Partners LLC	DECREASED	1,944	2,357	-413	-18%	$4.0K	$4.4K	+$344	2026-10-14
SJS Investment Consulting Inc.	INCREASED	1,352	202	+1,150	+569%	$346	$3.0K	+$2.7K	2026-10-26
Simplex Trading, LLC	DECREASED	1,337	15,446	-14,109	-91%	$26.4K	$3.0K	-$23.4K	2026-11-04
Gamma Investing LLC	NEW	1,175	—	+1,175	—	—	$2.6K	—	2026-10-08
TD Waterhouse Canada Inc.	UNCHANGED	653	653	0	0%	$1.2K	$1.5K	+$314	2026-10-16
SBI Securities Co., Ltd.	INCREASED	400	375	+25	+7%	$641	$900	+$259	2026-10-22
IFP Advisors, Inc	DECREASED	294	947	-653	-69%	$1.6K	$662	-$957	2026-10-16
Root Financial Partners, LLC	NEW	229	—	+229	—	—	$515	—	2026-10-21
Fortitude Family Office, LLC	DECREASED	223	385	-162	-42%	$658	$502	-$156	2026-10-14
Morton Brown Family Wealth, LLC	UNCHANGED	100	100	0	0%	$171	$225	+$54	2026-10-23
Caitong International Asset Management Co., Ltd	INCREASED	88	8	+80	+1000%	$14	$198	+$184	2026-10-29
Provenance Wealth Advisors, LLC	NEW	71	—	+71	—	—	$160	—	2026-10-30
Parallel Advisors, LLC	UNCHANGED	50	50	0	0%	$86	$113	+$27	2026-11-03
True Wealth Design, LLC	DECREASED	48	191	-143	-75%	$327	$108	-$219	2026-10-13
BlueSky Wealth Advisors, LLC	CLOSED	0	19,045	-19,045	-100%	$32.6K	$0	-$32.6K	2026-10-29
NorthCrest Asset Manangement, LLC	CLOSED	0	14,421	-14,421	-100%	$29.7K	$0	-$29.7K	2026-10-13
Axiom Investment Management LLC	CLOSED	0	2,900	-2,900	-100%	$5.0K	$0	-$5.0K	2026-11-03
Chung Wu Investment Group, LLC	CLOSED	0	2,000	-2,000	-100%	$3.4K	$0	-$3.4K	2026-11-03
Wealth Enhancement Trust Services, Inc.	CLOSED	0	266	-266	-100%	$455	$0	-$455	2026-10-07
Covestor Ltd	CLOSED	0	96	-96	-100%	$0	$0	$0	2026-10-30
BlackRock, Inc.	N/A	—	12,060,736	-12,060,736	-100%	$20.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	7,658,495	-7,658,495	-100%	$13.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	5,938,005	-5,938,005	-100%	$10.2M	—	—	—
Acadian Asset Management LLC	N/A	—	5,679,638	-5,679,638	-100%	$9.7M	—	—	—
Sylebra Capital LLC	N/A	—	4,188,249	-4,188,249	-100%	$7.2M	—	—	—
AQR Capital Management LLC	N/A	—	3,786,088	-3,786,088	-100%	$6.5M	—	—	—
Geode Capital Management, LLC	N/A	—	3,673,075	-3,673,075	-100%	$6.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	2,864,002	-2,864,002	-100%	$4.9M	—	—	—
State Street Corp	N/A	—	2,801,981	-2,801,981	-100%	$4.8M	—	—	—
JPMorgan Chase & Co	N/A	—	2,536,919	-2,536,919	-100%	$4.3M	—	—	—
Marshall Wace, LLP	N/A	—	2,144,933	-2,144,933	-100%	$3.7M	—	—	—
Impax Asset Management Group plc	N/A	—	2,000,000	-2,000,000	-100%	$3.4M	—	—	—
Boston Partners	N/A	—	1,864,379	-1,864,379	-100%	$3.2M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	1,860,797	-1,860,797	-100%	$3.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,836,145	-1,836,145	-100%	$3.1M	—	—	—
FMR LLC	N/A	—	1,817,754	-1,817,754	-100%	$3.1M	—	—	—
Two Sigma Investments, LP	N/A	—	1,776,111	-1,776,111	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	1,650,937	-1,650,937	-100%	$2.8M	—	—	—
Morgan Stanley	N/A	—	1,496,229	-1,496,229	-100%	$2.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,433,303	-1,433,303	-100%	$2.5M	—	—	—
Algert Global LLC	N/A	—	1,284,026	-1,284,026	-100%	$2.2M	—	—	—
Northern Trust Corp	N/A	—	1,282,373	-1,282,373	-100%	$2.2M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	1,232,043	-1,232,043	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	1,176,821	-1,176,821	-100%	$2.0M	—	—	—
Millennium Management LLC	N/A	—	1,140,445	-1,140,445	-100%	$2.0M	—	—	—
Nano Cap New Millennium Growth Fund L P	N/A	—	1,125,000	-1,125,000	-100%	$1.9M	—	—	—
Panagora Asset Management Inc	N/A	—	1,093,165	-1,093,165	-100%	$1.9M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	1,093,071	-1,093,071	-100%	$1.9M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,018,715	-1,018,715	-100%	$1.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,011,031	-1,011,031	-100%	$1.7M	—	—	—
Crestline Management, L.P.	N/A	—	990,850	-990,850	-100%	$1.7M	—	—	—
S Squared Technology, LLC	N/A	—	934,236	-934,236	-100%	$1.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	919,651	-919,651	-100%	$1.6M	—	—	—
Squarepoint Ops LLC	N/A	—	846,965	-846,965	-100%	$1.4M	—	—	—
Invenomic Capital Management LP	N/A	—	818,755	-818,755	-100%	$1.4M	—	—	—
Deutsche Bank Ag\	N/A	—	723,439	-723,439	-100%	$1.2M	—	—	—
Voya Investment Management LLC	N/A	—	710,745	-710,745	-100%	$1.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	692,349	-692,349	-100%	$1.2M	—	—	—
Lazard Asset Management LLC	N/A	—	670,822	-670,822	-100%	$1.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	632,486	-632,486	-100%	$1.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	611,961	-611,961	-100%	$1.0M	—	—	—
XTX Topco Ltd	N/A	—	562,172	-562,172	-100%	$961.3K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	539,989	-539,989	-100%	$923.4K	—	—	—
GSA Capital Partners LLP	N/A	—	517,823	-517,823	-100%	$885.0K	—	—	—
Cooper Creek Partners Management LLC	N/A	—	515,606	-515,606	-100%	$882.0K	—	—	—
Franklin Resources Inc	N/A	—	461,289	-461,289	-100%	$788.8K	—	—	—
Renaissance Technologies LLC	N/A	—	456,625	-456,625	-100%	$780.8K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	384,630	-384,630	-100%	$657.7K	—	—	—
Prudential Financial Inc	N/A	—	383,278	-383,278	-100%	$655.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	367,647	-367,647	-100%	$628.7K	—	—	—
Victory Capital Management Inc	N/A	—	358,247	-358,247	-100%	$612.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	304,307	-304,307	-100%	$520.4K	—	—	—
Nuveen, LLC	N/A	—	284,712	-284,712	-100%	$486.9K	—	—	—
American Century Companies Inc	N/A	—	270,969	-270,969	-100%	$463.4K	—	—	—
Globeflex Capital L P	N/A	—	260,764	-260,764	-100%	$445.9K	—	—	—
UBS Group AG	N/A	—	255,665	-255,665	-100%	$437.2K	—	—	—
Invesco Ltd.	N/A	—	251,051	-251,051	-100%	$429.3K	—	—	—
IEQ Capital, LLC	N/A	—	250,444	-250,444	-100%	$428.3K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	239,063	-239,063	-100%	$408.8K	—	—	—
EntryPoint Capital, LLC	N/A	—	231,691	-231,691	-100%	$396.2K	—	—	—
Empowered Funds, LLC	N/A	—	218,089	-218,089	-100%	$372.9K	—	—	—
Alliancebernstein L.P.	N/A	—	200,050	-200,050	-100%	$332.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	195,800	-195,800	-100%	$334.8K	—	—	—
Barclays PLC	N/A	—	192,303	-192,303	-100%	$328.8K	—	—	—
Price T Rowe Associates Inc	N/A	—	186,211	-186,211	-100%	$319.0K	—	—	—
Rhumbline Advisers	N/A	—	164,484	-164,484	-100%	$281.3K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	158,845	-158,845	-100%	$271.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	132,713	-132,713	-100%	$226.9K	—	—	—
Wells Fargo & Company	N/A	—	128,411	-128,411	-100%	$219.6K	—	—	—
Virtu Financial LLC	N/A	—	100,434	-100,434	-100%	$172.0K	—	—	—
Quadrature Capital Ltd	N/A	—	96,613	-96,613	-100%	$165.2K	—	—	—
HSBC Holdings PLC	N/A	—	93,042	-93,042	-100%	$156.3K	—	—	—
Centiva Capital, LP	N/A	—	92,575	-92,575	-100%	$158.3K	—	—	—
Mariner, LLC	N/A	—	88,419	-88,419	-100%	$151.2K	—	—	—
Headlands Technologies LLC	N/A	—	87,727	-87,727	-100%	$150.0K	—	—	—
LPL Financial LLC	N/A	—	85,752	-85,752	-100%	$146.6K	—	—	—
Man Group plc	N/A	—	84,938	-84,938	-100%	$145.2K	—	—	—
Cerity Partners LLC	N/A	—	78,767	-78,767	-100%	$134.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	76,178	-76,178	-100%	$130.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	64,237	-64,237	-100%	$109.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	58,818	-58,818	-100%	$100.6K	—	—	—
Two Sigma Securities, LLC	N/A	—	52,083	-52,083	-100%	$89.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	47,117	-47,117	-100%	$80.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	46,100	-46,100	-100%	$78.8K	—	—	—
SG Americas Securities, LLC	N/A	—	45,527	-45,527	-100%	$78.0K	—	—	—
Voleon Capital Management LP	N/A	—	45,175	-45,175	-100%	$77.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	44,108	-44,108	-100%	$75.4K	—	—	—
Cetera Investment Advisers	N/A	—	43,945	-43,945	-100%	$75.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	41,368	-41,368	-100%	$70.7K	—	—	—
Intech Investment Management LLC	N/A	—	37,426	-37,426	-100%	$64.0K	—	—	—
SEI Investments Co	N/A	—	37,199	-37,199	-100%	$63.6K	—	—	—
Jane Street Group, LLC	N/A	—	36,355	-36,355	-100%	$62.2K	—	—	—
Arax Advisory Partners	N/A	—	35,671	-35,671	-100%	$61.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	33,936	-33,936	-100%	$58.0K	—	—	—
Focus Partners Wealth	N/A	—	33,347	-33,347	-100%	$57.0K	—	—	—
Verdad Advisers, LP	N/A	—	33,208	-33,208	-100%	$56.8K	—	—	—
Captrust Financial Advisors	N/A	—	32,293	-32,293	-100%	$55.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	31,453	-31,453	-100%	$53.8K	—	—	—
New York State Common Retirement Fund	N/A	—	30,441	-30,441	-100%	$52.1K	—	—	—
Point72 Asset Management, L.P.	N/A	—	29,481	-29,481	-100%	$50.4K	—	—	—
Vident Advisory, LLC	N/A	—	28,680	-28,680	-100%	$49.0K	—	—	—
Ameriprise Financial Inc	N/A	—	27,296	-27,296	-100%	$46.7K	—	—	—
Prelude Capital Management, LLC	N/A	—	25,465	-25,465	-100%	$43.5K	—	—	—
Amundi	N/A	—	25,274	-25,274	-100%	$43.2K	—	—	—
Bank of Montreal	N/A	—	23,310	-23,310	-100%	$39.9K	—	—	—
M&T Bank Corp	N/A	—	22,687	-22,687	-100%	$38.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	20,943	-20,943	-100%	$35.8K	—	—	—
Stifel Financial Corp	N/A	—	20,715	-20,715	-100%	$35.4K	—	—	—
Merit Financial Group, LLC	N/A	—	15,465	-15,465	-100%	$26.4K	—	—	—
Legal & General Group Plc	N/A	—	15,044	-15,044	-100%	$25.7K	—	—	—
Heron Bay Capital Management	N/A	—	14,457	-14,457	-100%	$24.7K	—	—	—
Diversified Trust Co	N/A	—	14,282	-14,282	-100%	$24.4K	—	—	—
Neuberger Berman Group LLC	N/A	—	12,377	-12,377	-100%	$21.2K	—	—	—
Pallas Capital Advisors LLC	N/A	—	12,221	-12,221	-100%	$20.9K	—	—	—
Tidal Investments LLC	N/A	—	11,529	-11,529	-100%	$19.7K	—	—	—
R Squared Ltd	N/A	—	11,429	-11,429	-100%	$19.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	11,167	-11,167	-100%	$19.1K	—	—	—
Federated Hermes, Inc.	N/A	—	8,631	-8,631	-100%	$14.8K	—	—	—
Allworth Financial LP	N/A	—	4,886	-4,886	-100%	$8.4K	—	—	—
Royal Bank of Canada	N/A	—	4,179	-4,179	-100%	$7.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,195	-3,195	-100%	$5.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,158	-3,158	-100%	$5.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,000	-3,000	-100%	$5.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,144	-2,144	-100%	$3.7K	—	—	—
California State Teachers Retirement System	N/A	—	1,921	-1,921	-100%	$3.3K	—	—	—
Optiver Holding B.V.	N/A	—	1,581	-1,581	-100%	$2.7K	—	—	—
BFC Planning, Inc.	N/A	—	1,000	-1,000	-100%	$1.7K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	694	-694	-100%	$1.2K	—	—	—
Rothschild Investment LLC	N/A	—	609	-609	-100%	$1.0K	—	—	—
WealthCollab, LLC	N/A	—	595	-595	-100%	$1.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	73	-73	-100%	$125	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	47	-47	-100%	$80	—	—	—
JPL Wealth Management, LLC	N/A	—	44	-44	-100%	$76	—	—	—
Clearstead Advisors, LLC	N/A	—	19	-19	-100%	$33	—	—	—
Frazier Financial Advisors, LLC	N/A	—	6	-6	-100%	$11	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$2	—	—	—

Showing 180 of 180 institutions