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Esquire Financial Holdings I (ESQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mawer Investment Management Ltd.
DECREASED
Shares521,684 from 583,871
Change-62,187 (-11%)
Value$60.7M (-$8.8M)
Filed 2026-11-06
Copeland Capital Management, LLC
DECREASED
Shares289,313 from 296,535
Change-7,222 (-2%)
Value$33.7M (-$1.7M)
Filed 2026-10-13
Geode Capital Management, LLC
INCREASED
Shares283,860 from 242,287
Change+41,573 (+17%)
Value$33.0M (+$4.2M)
Filed 2026-11-06
Wasatch Advisors LP
DECREASED
Shares222,418 from 292,242
Change-69,824 (-24%)
Value$25.9M (-$8.9M)
Filed 2026-10-13
Dimensional Fund Advisors LP
INCREASED
Shares220,423 from 204,697
Change+15,726 (+8%)
Value$25.7M (+$1.3M)
Filed 2026-11-04
Granite Investment Partners, LLC
INCREASED
Shares88,917 from 61,306
Change+27,611 (+45%)
Value$10.3M (+$3.0M)
Filed 2026-11-04
Pembroke Management, LTD
INCREASED
Shares38,006 from 24,370
Change+13,636 (+56%)
Value$4.4M (+$1.5M)
Filed 2026-10-21
Russell Investments Group, Ltd.
DECREASED
Shares34,091 from 36,272
Change-2,181 (-6%)
Value$4.0M (-$353.2K)
Filed 2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares31,187 from 31,187
Change0 (0%)
Value$3.6M (-$85.5K)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares30,924 from 33,940
Change-3,016 (-9%)
Value$3.6M (-$443.9K)
Filed 2026-11-05
Cox Capital Mgt LLC
INCREASED
Shares27,100 from 27,069
Change+31 (+0%)
Value$3.2M (-$70.5K)
Filed 2026-10-07
Romano Brothers and Company
NEW
Shares16,026
Change+16,026
Value$1.9M
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares14,480 from 15,288
Change-808 (-5%)
Value$1.7M (-$135.9K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares9,346 from 8,877
Change+469 (+5%)
Value$1.1M (+$30.3K)
Filed 2026-11-02
Bahl & Gaynor LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$1.0M (-$23.6K)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares7,764 from 14,004
Change-6,240 (-45%)
Value$903.5K (-$764.5K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares7,034 from 7,534
Change-500 (-7%)
Value$818.5K (-$78.8K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares6,120 from 5,724
Change+396 (+7%)
Value$712.2K (+$30.4K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
NEW
Shares5,883
Change+5,883
Value$685.0K
Filed 2026-11-02
Compass Financial Management LLC
NEW
Shares4,674
Change+4,674
Value$543.9K
Filed 2026-10-30
Landaas & Co
NEW
Shares3,739
Change+3,739
Value$435.1K
Filed 2026-10-29
Meridian Wealth Management, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$349.1K (-$8.2K)
Filed 2026-11-05
HUB Investment Partners, LLC
NEW
Shares2,927
Change+2,927
Value$340.6K
Filed 2026-11-03
Avantax Planning Partners, Inc.
NEW
Shares2,671
Change+2,671
Value$310.8K
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares2,661
Change+2,661
Value$309.7K
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
NEW
Shares2,517
Change+2,517
Value$292.9K
Filed 2026-10-22
Next Level Private LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$290.9K (-$6.9K)
Filed 2026-10-20
Anchyra Partners LLC
NEW
Shares2,422
Change+2,422
Value$281.8K
Filed 2026-10-13
CenterBook Partners LP
INCREASED
Shares2,330 from 1,931
Change+399 (+21%)
Value$271.1K (+$41.1K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
NEW
Shares2,210
Change+2,210
Value$257.2K
Filed 2026-10-21
Arizona State Retirement System
DECREASED
Shares2,006 from 2,085
Change-79 (-4%)
Value$233.4K (-$14.9K)
Filed 2026-11-03
VestGen Advisors, LLC
NEW
Shares1,917
Change+1,917
Value$223.1K
Filed 2026-10-27
Personal CFO Solutions, LLC
DECREASED
Shares1,873 from 2,121
Change-248 (-12%)
Value$218.0K (-$34.6K)
Filed 2026-11-06
LPL Financial LLC
NEW
Shares1,813
Change+1,813
Value$210.9K
Filed 2026-11-06
SkyOak Wealth, LLC
NEW
Shares1,795
Change+1,795
Value$208.9K
Filed 2026-10-28
Natixis
NEW
Shares1,700
Change+1,700
Value$197.8K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares1,619 from 1,595
Change+24 (+2%)
Value$188.4K (-$1.6K)
Filed 2026-11-05
State of Alaska, Department of Revenue
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$186.0K (-$5.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares1,015 from 51
Change+964 (+1890%)
Value$118.1K (+$112.1K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares1,002 from 106
Change+896 (+845%)
Value$116.6K (+$104.0K)
Filed 2026-11-03
Fortitude Family Office, LLC
NEW
Shares800
Change+800
Value$93.1K
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares362 from 346
Change+16 (+5%)
Value$42.1K (+$914)
Filed 2026-10-02
Piscataqua Savings Bank
DECREASED
Shares350 from 700
Change-350 (-50%)
Value$40.7K (-$42.6K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares251
Change+251
Value$29.2K
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares250 from 26
Change+224 (+862%)
Value$29.1K (+$26.0K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED
Shares229 from 393
Change-164 (-42%)
Value$26.6K (-$20.2K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares185 from 33
Change+152 (+461%)
Value$21.5K (+$17.6K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$20.2K (-$477)
Filed 2026-10-20
CoreCap Advisors, LLC
NEW
Shares141
Change+141
Value$16.4K
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$12.1K (-$285)
Filed 2026-10-22
Gamma Investing LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$10.9K (-$257)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares91 from 81
Change+10 (+12%)
Value$10.6K (+$942)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$9.1K (-$214)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares66 from 46
Change+20 (+43%)
Value$7.7K (+$2.2K)
Filed 2026-10-27
WPG Advisers, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.8K (-$137)
Filed 2026-10-27
Retirement Wealth Solutions LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.7K (-$88)
Filed 2026-10-07
Assetmark, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.7K (-$88)
Filed 2026-10-21
PNC Financial Services Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.5K (-$82)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares29 from 60
Change-31 (-52%)
Value$3.4K (-$3.8K)
Filed 2026-10-05
Signaturefd, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$3.0K (-$71)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW
Shares24
Change+24
Value$2.8K
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares22 from 8
Change+14 (+175%)
Value$2.6K (+$1.6K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.4K (-$57)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$1 ($0)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$834 ($0)
Filed 2026-11-06
Hughes Financial Services, LLC
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$639 (+$401)
Filed 2026-10-30
Principal Financial Group Inc
CLOSED
Shares0 from 18,030
Change-18,030 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,229
Change-7,229 (-100%)
Value$0 (-$861.0K)
Filed 2026-10-16
Alps Advisors Inc
CLOSED
Shares0 from 4,551
Change-4,551 (-100%)
Value$0 (-$542.1K)
Filed 2026-11-03
State of Wyoming
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 601,624
Change-601,624 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 369,416
Change-369,416 (-100%)
Value—
State Street Corp
N/A
Shares— from 352,787
Change-352,787 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 317,112
Change-317,112 (-100%)
Value—
Ampfield Management, L.P.
N/A
Shares— from 313,470
Change-313,470 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 245,685
Change-245,685 (-100%)
Value—
Langdon Equity Partners
N/A
Shares— from 189,000
Change-189,000 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 172,177
Change-172,177 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 140,582
Change-140,582 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 123,360
Change-123,360 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 100,896
Change-100,896 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 90,361
Change-90,361 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 87,597
Change-87,597 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 79,600
Change-79,600 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 77,157
Change-77,157 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 67,334
Change-67,334 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 56,931
Change-56,931 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 49,704
Change-49,704 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 48,410
Change-48,410 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 46,331
Change-46,331 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,552
Change-43,552 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 41,587
Change-41,587 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,796
Change-39,796 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 39,769
Change-39,769 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 36,627
Change-36,627 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 35,928
Change-35,928 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 35,501
Change-35,501 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 26,114
Change-26,114 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,730
Change-25,730 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,061
Change-21,061 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 21,059
Change-21,059 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 20,636
Change-20,636 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,486
Change-20,486 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,315
Change-19,315 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 18,513
Change-18,513 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 18,327
Change-18,327 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18,190
Change-18,190 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 13,873
Change-13,873 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,186
Change-13,186 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 13,077
Change-13,077 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 10,640
Change-10,640 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,331
Change-10,331 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 10,253
Change-10,253 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 8,829
Change-8,829 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,496
Change-7,496 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,685
Change-4,685 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 715
Change-715 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 594
Change-594 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 521
Change-521 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 105
Change-105 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 56
Change-56 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 41
Change-41 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 17
Change-17 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 9
Change-9 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8
Change-8 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Mawer Investment Management Ltd.
DECREASED521,684583,871-62,187-11%$69.5M$60.7M-$8.8M2026-11-06
Copeland Capital Management, LLC
DECREASED289,313296,535-7,222-2%$35.3M$33.7M-$1.7M2026-10-13
Geode Capital Management, LLC
INCREASED283,860242,287+41,573+17%$28.9M$33.0M+$4.2M2026-11-06
Wasatch Advisors LP
DECREASED222,418292,242-69,824-24%$34.8M$25.9M-$8.9M2026-10-13
Dimensional Fund Advisors LP
INCREASED220,423204,697+15,726+8%$24.4M$25.7M+$1.3M2026-11-04
Granite Investment Partners, LLC
INCREASED88,91761,306+27,611+45%$7.3M$10.3M+$3.0M2026-11-04
Pembroke Management, LTD
INCREASED38,00624,370+13,636+56%$2.9M$4.4M+$1.5M2026-10-21
Russell Investments Group, Ltd.
DECREASED34,09136,272-2,181-6%$4.3M$4.0M-$353.2K2026-11-06
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED31,18731,18700%$3.7M$3.6M-$85.5K2026-10-27
Bank of New York Mellon Corp
DECREASED30,92433,940-3,016-9%$4.0M$3.6M-$443.9K2026-11-05
Cox Capital Mgt LLC
INCREASED27,10027,069+31+0%$3.2M$3.2M-$70.5K2026-10-07
Romano Brothers and Company
NEW16,026—+16,026——$1.9M—2026-10-22
Citigroup Inc
DECREASED14,48015,288-808-5%$1.8M$1.7M-$135.9K2026-11-04
Creative Planning
INCREASED9,3468,877+469+5%$1.1M$1.1M+$30.3K2026-11-02
Bahl & Gaynor LLC
UNCHANGED8,6008,60000%$1.0M$1.0M-$23.6K2026-11-05
Barclays PLC
DECREASED7,76414,004-6,240-45%$1.7M$903.5K-$764.5K2026-11-06
Deutsche Bank Ag\
DECREASED7,0347,534-500-7%$897.4K$818.5K-$78.8K2026-11-06
Vise Technologies, Inc.
INCREASED6,1205,724+396+7%$681.8K$712.2K+$30.4K2026-10-29
Cambridge Investment Research Advisors, Inc.
NEW5,883—+5,883——$685.0K—2026-11-02
Compass Financial Management LLC
NEW4,674—+4,674——$543.9K—2026-10-30
Landaas & Co
NEW3,739—+3,739——$435.1K—2026-10-29
Meridian Wealth Management, LLC
UNCHANGED3,0003,00000%$357.3K$349.1K-$8.2K2026-11-05
HUB Investment Partners, LLC
NEW2,927—+2,927——$340.6K—2026-11-03
Avantax Planning Partners, Inc.
NEW2,671—+2,671——$310.8K—2026-11-03
Simplicity Wealth,LLC
NEW2,661—+2,661——$309.7K—2026-10-23
Fifth Third Wealth Advisors LLC
NEW2,517—+2,517——$292.9K—2026-10-22
Next Level Private LLC
UNCHANGED2,5002,50000%$297.8K$290.9K-$6.9K2026-10-20
Anchyra Partners LLC
NEW2,422—+2,422——$281.8K—2026-10-13
CenterBook Partners LP
INCREASED2,3301,931+399+21%$230.0K$271.1K+$41.1K2026-11-02
Axxcess Wealth Management, LLC
NEW2,210—+2,210——$257.2K—2026-10-21
Arizona State Retirement System
DECREASED2,0062,085-79-4%$248.3K$233.4K-$14.9K2026-11-03
VestGen Advisors, LLC
NEW1,917—+1,917——$223.1K—2026-10-27
Personal CFO Solutions, LLC
DECREASED1,8732,121-248-12%$252.7K$218.0K-$34.6K2026-11-06
LPL Financial LLC
NEW1,813—+1,813——$210.9K—2026-11-06
SkyOak Wealth, LLC
NEW1,795—+1,795——$208.9K—2026-10-28
Natixis
NEW1,700—+1,700——$197.8K—2026-11-06
Fifth Third Bancorp
INCREASED1,6191,595+24+2%$190.0K$188.4K-$1.6K2026-11-05
State of Alaska, Department of Revenue
UNCHANGED1,6061,60600%$191.0K$186.0K-$5.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED1,01551+964+1890%$6.1K$118.1K+$112.1K2026-10-08
Parallel Advisors, LLC
INCREASED1,002106+896+845%$12.6K$116.6K+$104.0K2026-11-03
Fortitude Family Office, LLC
NEW800—+800——$93.1K—2026-10-14
Versant Capital Management, Inc
INCREASED362346+16+5%$41.2K$42.1K+$9142026-10-02
Piscataqua Savings Bank
DECREASED350700-350-50%$83.4K$40.7K-$42.6K2026-10-21
Provenance Wealth Advisors, LLC
NEW251—+251——$29.2K—2026-10-30
Sterling Capital Management LLC
INCREASED25026+224+862%$3.1K$29.1K+$26.0K2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED229393-164-42%$46.8K$26.6K-$20.2K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED18533+152+461%$3.9K$21.5K+$17.6K2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED17417400%$20.7K$20.2K-$4772026-10-20
CoreCap Advisors, LLC
NEW141—+141——$16.4K—2026-10-08
SBI Securities Co., Ltd.
UNCHANGED10410400%$12.4K$12.1K-$2852026-10-22
Gamma Investing LLC
UNCHANGED949400%$11.2K$10.9K-$2572026-10-08
US Bancorp \de\
INCREASED9181+10+12%$9.6K$10.6K+$9422026-11-05
First Horizon Corp
UNCHANGED787800%$9.3K$9.1K-$2142026-10-26
Parkside Financial Bank & Trust
INCREASED6646+20+43%$5.5K$7.7K+$2.2K2026-10-27
WPG Advisers, LLC
UNCHANGED505000%$6.0K$5.8K-$1372026-10-27
Retirement Wealth Solutions LLC
UNCHANGED323200%$3.8K$3.7K-$882026-10-07
Assetmark, Inc
UNCHANGED323200%$3.8K$3.7K-$882026-10-21
PNC Financial Services Group, Inc.
UNCHANGED303000%$3.6K$3.5K-$822026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED2960-31-52%$7.1K$3.4K-$3.8K2026-10-05
Signaturefd, LLC
UNCHANGED262600%$3.1K$3.0K-$712026-10-23
Pension & Wealth Management Advisors, Inc.
NEW24—+24——$2.8K—2026-10-16
Larson Financial Group LLC
INCREASED228+14+175%$953$2.6K+$1.6K2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED212100%$2.5K$2.4K-$572026-11-05
Covestor Ltd
INCREASED109+1+11%$1$1$02026-10-30
Allworth Financial LP
UNCHANGED7700%$834$834$02026-11-06
Hughes Financial Services, LLC
INCREASED52+3+150%$238$639+$4012026-10-30
Principal Financial Group Inc
CLOSED018,030-18,030-100%$2.1M$0-$2.1M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED07,229-7,229-100%$861.0K$0-$861.0K2026-10-16
Alps Advisors Inc
CLOSED04,551-4,551-100%$542.1K$0-$542.1K2026-11-03
State of Wyoming
CLOSED0174-174-100%$20.7K$0-$20.7K2026-10-28
Cornerstone Planning Group LLC
CLOSED0129-129-100%$15.6K$0-$15.6K2026-10-16
BlackRock, Inc.
N/A—601,624-601,624-100%$71.7M———
Basswood Capital Management, L.L.C.
N/A—369,416-369,416-100%$44.0M———
State Street Corp
N/A—352,787-352,787-100%$42.0M———
Vanguard Capital Management LLC
N/A—317,112-317,112-100%$37.8M———
Ampfield Management, L.P.
N/A—313,470-313,470-100%$37.3M———
American Century Companies Inc
N/A—245,685-245,685-100%$29.3M———
Langdon Equity Partners
N/A—189,000-189,000-100%$22.5M———
Royce & Associates LP
N/A—172,177-172,177-100%$20.5M———
GW&K Investment Management, LLC
N/A—140,582-140,582-100%$16.7M———
Northern Trust Corp
N/A—123,360-123,360-100%$14.7M———
Gator Capital Management, LLC
N/A—100,896-100,896-100%$12.0M———
Vanguard Portfolio Management LLC
N/A—90,361-90,361-100%$10.8M———
Morgan Stanley
N/A—87,597-87,597-100%$10.4M———
Renaissance Technologies LLC
N/A—79,600-79,600-100%$9.5M———
Alliancebernstein L.P.
N/A—77,157-77,157-100%$8.3M———
Goldman Sachs Group Inc
N/A—67,334-67,334-100%$8.0M———
Charles Schwab Investment Management Inc
N/A—56,931-56,931-100%$6.8M———
Vanguard Fiduciary Trust Co
N/A—49,704-49,704-100%$5.9M———
Envestnet Asset Management Inc
N/A—48,410-48,410-100%$5.8M———
Two Sigma Investments, LP
N/A—46,331-46,331-100%$5.5M———
UBS Group AG
N/A—43,552-43,552-100%$5.2M———
Uniplan Investment Counsel, Inc.
N/A—41,587-41,587-100%$5.0M———
Raymond James Financial Inc
N/A—39,796-39,796-100%$4.7M———
Squarepoint Ops LLC
N/A—39,769-39,769-100%$4.7M———
Numerai GP LLC
N/A—36,627-36,627-100%$4.4M———
First Manhattan Co. Llc.
N/A—35,928-35,928-100%$4.3M———
Horizon Investment Services, LLC
N/A—35,501-35,501-100%$4.2M———
RBF Capital, LLC
N/A—30,000-30,000-100%$3.6M———
Citadel Advisors LLC
N/A—26,114-26,114-100%$3.1M———
Nuveen, LLC
N/A—25,730-25,730-100%$3.1M———
JPMorgan Chase & Co
N/A—21,061-21,061-100%$2.5M———
Marshall Wace, LLP
N/A—21,059-21,059-100%$2.5M———
Bank of America Corp
N/A—20,636-20,636-100%$2.5M———
Stifel Financial Corp
N/A—20,486-20,486-100%$2.4M———
SEI Investments Co
N/A—20,116-20,116-100%$2.4M———
Royal Bank of Canada
N/A—19,315-19,315-100%$2.3M———
Emerald Mutual Fund Advisers Trust
N/A—18,513-18,513-100%$2.2M———
XTX Topco Ltd
N/A—18,327-18,327-100%$2.2M———
Wells Fargo & Company
N/A—18,190-18,190-100%$2.2M———
Swiss National Bank
N/A—15,200-15,200-100%$1.8M———
Ameriprise Financial Inc
N/A—14,852-14,852-100%$1.8M———
Tudor Investment Corp ET AL
N/A—13,873-13,873-100%$1.7M———
New York State Common Retirement Fund
N/A—13,613-13,613-100%$1.6M———
HighTower Advisors, LLC
N/A—13,216-13,216-100%$1.6M———
Millennium Management LLC
N/A—13,186-13,186-100%$1.6M———
LOS Angeles Capital Management LLC
N/A—13,077-13,077-100%$1.6M———
Cetera Investment Advisers
N/A—11,645-11,645-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—10,640-10,640-100%$1.3M———
Rhumbline Advisers
N/A—10,416-10,416-100%$1.2M———
Quantbot Technologies LP
N/A—10,331-10,331-100%$1.2M———
Grandeur Peak Global Advisors, LLC
N/A—10,253-10,253-100%$1.2M———
Rafferty Asset Management, LLC
N/A—9,197-9,197-100%$1.1M———
California State Teachers Retirement System
N/A—8,876-8,876-100%$1.1M———
Susquehanna Fundamental Investments, LLC
N/A—8,829-8,829-100%$1.1M———
BNP Paribas Financial Markets
N/A—8,385-8,385-100%$998.7K———
Legal & General Group Plc
N/A—8,285-8,285-100%$986.8K———
AQR Capital Management LLC
N/A—8,242-8,242-100%$981.7K———
Quantinno Capital Management LP
N/A—7,496-7,496-100%$892.8K———
HSBC Holdings PLC
N/A—7,136-7,136-100%$851.3K———
Vanguard Asset Management, Ltd
N/A—6,768-6,768-100%$806.1K———
Sanctuary Advisors, LLC
N/A—6,259-6,259-100%$745.5K———
Price T Rowe Associates Inc
N/A—5,981-5,981-100%$713.0K———
PDT Partners, LLC
N/A—5,715-5,715-100%$680.7K———
First Trust Advisors LP
N/A—5,440-5,440-100%$648.0K———
State of Wisconsin Investment Board
N/A—5,226-5,226-100%$622.5K———
Invesco Ltd.
N/A—5,100-5,100-100%$607.5K———
Maltese Capital Management LLC
N/A—5,000-5,000-100%$595.6K———
UBS Asset Management Americas LLC
N/A—4,685-4,685-100%$558.0K———
Arcus Capital Partners, LLC
N/A—4,496-4,496-100%$535.5K———
MetLife Investment Management, LLC
N/A—4,290-4,290-100%$511.0K———
BFC Planning, Inc.
N/A—4,263-4,263-100%$507.8K———
SG Americas Securities, LLC
N/A—3,986-3,986-100%$475.0K———
Vanguard Global Advisers, LLC
N/A—3,842-3,842-100%$457.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,375-3,375-100%$402.0K———
Entropy Technologies, LP
N/A—3,310-3,310-100%$394.3K———
FMR LLC
N/A—3,282-3,282-100%$390.9K———
Boston Partners
N/A—3,224-3,224-100%$384.0K———
Bessemer Group Inc
N/A—3,145-3,145-100%$375.0K———
Jupiter Topco LLC
N/A—2,800-2,800-100%$334.0K———
DRW Securities, LLC
N/A—2,771-2,771-100%$330.1K———
Engineers Gate Manager LP
N/A—2,472-2,472-100%$294.4K———
Police & Firemen's Retirement System of New Jersey
N/A—2,363-2,363-100%$281.5K———
Neuberger Berman Group LLC
N/A—2,358-2,358-100%$280.9K———
Hollencrest Capital Management
N/A—2,312-2,312-100%$275.4K———
Centaurus Financial, Inc.
N/A—2,255-2,255-100%$269.0K———
Snowden Capital Advisors LLC
N/A—2,196-2,196-100%$261.6K———
Atlantic Union Bankshares Corp
N/A—2,018-2,018-100%$240.4K———
State Board of Administration of Florida Retirement System
N/A—1,940-1,940-100%$231.1K———
Manufacturers Life Insurance Company, the
N/A—1,907-1,907-100%$227.1K———
Virtu Financial LLC
N/A—1,877-1,877-100%$224.0K———
Intech Investment Management LLC
N/A—1,826-1,826-100%$217.5K———
Franklin Resources Inc
N/A—1,811-1,811-100%$215.7K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,756-1,756-100%$209.2K———
Vanguard Investments Australia, Ltd.
N/A—1,605-1,605-100%$191.2K———
KLP Kapitalforvaltning AS
N/A—1,500-1,500-100%$178.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—715-715-100%$85.2K———
Ameritas Investment Partners, Inc.
N/A—665-665-100%$79.2K———
Osaic Holdings, Inc.
N/A—594-594-100%$70.7K———
Tower Research Capital LLC (TRC)
N/A—521-521-100%$62.1K———
Global Retirement Partners, LLC
N/A—329-329-100%$39.2K———
Rockefeller Capital Management L.P.
N/A—300-300-100%$35.7K———
Steward Partners Investment Advisory, LLC
N/A—260-260-100%$31.0K———
Hantz Financial Services, Inc.
N/A—166-166-100%$20———
Arax Advisory Partners
N/A—105-105-100%$12.6K———
Brown Brothers Harriman & Co
N/A—56-56-100%$6.7K———
Northwestern Mutual Wealth Management Co
N/A—41-41-100%$4.9K———
Ameriflex Group, Inc.
N/A—28-28-100%$3.3K———
Optiver Holding B.V.
N/A—28-28-100%$3.3K———
Keating Financial Advisory Services, Inc.
N/A—17-17-100%$2.0K———
Rothschild Investment LLC
N/A—10-10-100%$1.2K———
Jones Financial Companies Lllp
N/A—9-9-100%$1.1K———
MidFirst Bank
N/A—8-8-100%$953———
Smartleaf Asset Management LLC
N/A—4-4-100%$475———
Showing 184 of 184 institutions