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Evolent Health Inc (EVH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares2,049,593 from 2,904,912
Change-855,319 (-29%)
Value$7.2M (-$8.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares794,308 from 765,020
Change+29,288 (+4%)
Value$2.8M (-$1.4M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares350,470 from 344,628
Change+5,842 (+2%)
Value$1.2M (-$644.7K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares350,127 from 203,369
Change+146,758 (+72%)
Value$1.2M (+$119.7K)
Filed 2026-11-06
Jefferies Financial Group Inc.
INCREASED
Shares306,100 from 291,600
Change+14,500 (+5%)
Value$1.1M (-$512.2K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares294,942 from 330,017
Change-35,075 (-11%)
Value$1.0M (-$759.3K)
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares291,034 from 294,096
Change-3,062 (-1%)
Value$1.0M (-$578.3K)
Filed 2026-11-03
Congress Asset Management Co
INCREASED
Shares275,158 from 228,692
Change+46,466 (+20%)
Value$960.3K (-$279.2K)
Filed 2026-10-06
Citigroup Inc
DECREASED
Shares195,550 from 465,146
Change-269,596 (-58%)
Value$682.5K (-$1.8M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares193,376
Change+193,376
Value$674.9K
Filed 2026-10-16
State of Wyoming
INCREASED
Shares113,074 from 82,354
Change+30,720 (+37%)
Value$394.6K (-$51.7K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
INCREASED
Shares100,774 from 83,805
Change+16,969 (+20%)
Value$351.7K (-$102.5K)
Filed 2026-10-14
Barclays PLC
INCREASED
Shares100,253 from 71,488
Change+28,765 (+40%)
Value$349.9K (-$37.6K)
Filed 2026-11-06
Natixis
UNCHANGED
Shares71,000 from 71,000
Change0 (0%)
Value$247.8K (-$137.0K)
Filed 2026-11-06
HB Wealth Management, LLC
DECREASED
Shares34,637 from 35,842
Change-1,205 (-3%)
Value$120.9K (-$73.4K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares30,215 from 17,119
Change+13,096 (+77%)
Value$105.5K (+$12.7K)
Filed 2026-10-29
ERn Financial, LLC
UNCHANGED
Shares29,574 from 29,574
Change0 (0%)
Value$103.2K (-$57.1K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
DECREASED
Shares26,078 from 32,288
Change-6,210 (-19%)
Value$91.0K (-$84.0K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares21,838 from 24,928
Change-3,090 (-12%)
Value$76.2K (-$58.9K)
Filed 2026-10-23
ProShare Advisors LLC
DECREASED
Shares14,194 from 15,001
Change-807 (-5%)
Value$49.5K (-$31.8K)
Filed 2026-10-29
TSA Wealth Managment LLC
DECREASED
Shares14,156 from 14,686
Change-530 (-4%)
Value$49.4K (-$30.2K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares12,504 from 12,047
Change+457 (+4%)
Value$43.6K (-$21.7K)
Filed 2026-10-23
Xponance LLC
DECREASED
Shares10,729 from 10,918
Change-189 (-2%)
Value$37.4K (-$21.7K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares7,747 from 9,387
Change-1,640 (-17%)
Value$27.0K (-$23.8K)
Filed 2026-11-06
Strs Ohio
NEW
Shares7,400
Change+7,400
Value$25.8K
Filed 2026-10-30
State of Alaska, Department of Revenue
UNCHANGED
Shares6,662 from 6,662
Change0 (0%)
Value$23 (-$36.0K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares5,740 from 5,225
Change+515 (+10%)
Value$31.1K (+$2.8K)
Filed 2026-11-06
FNY Investment Advisers, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$17 (-$10)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,857 from 12,037
Change-7,180 (-60%)
Value$17.0K (-$48.3K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
INCREASED
Shares3,551 from 454
Change+3,097 (+682%)
Value$12.4K (+$9.9K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares3,080 from 3,043
Change+37 (+1%)
Value$10.7K (-$5.7K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares2,901 from 2,726
Change+175 (+6%)
Value$10.1K (-$4.7K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares2,737 from 1,634
Change+1,103 (+68%)
Value$9.6K (+$696)
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares2,498
Change+2,498
Value$8.7K
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares2,035 from 2,504
Change-469 (-19%)
Value$7 (-$6)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares1,880 from 1,980
Change-100 (-5%)
Value$6.6K (-$4.2K)
Filed 2026-10-08
Parkside Financial Bank & Trust
NEW
Shares1,841
Change+1,841
Value$6.4K
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$5.8K (-$3.2K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares1,102 from 1,129
Change-27 (-2%)
Value$3.8K (-$2.3K)
Filed 2026-11-05
Essential Partners LLC
DECREASED
Shares1,027 from 1,392
Change-365 (-26%)
Value$3.6K (-$4.0K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares952 from 562
Change+390 (+69%)
Value$3.3K (+$276)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares753 from 220
Change+533 (+242%)
Value$2.6K (+$1.4K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares495 from 898
Change-403 (-45%)
Value$1.7K (-$3.1K)
Filed 2026-10-05
North Star Investment Management Corp.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$1.3K (-$734)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares362 from 305
Change+57 (+19%)
Value$1.3K (-$390)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares346 from 475
Change-129 (-27%)
Value$1 (-$1)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares314
Change+314
Value$1.1K
Filed 2026-11-03
Fortitude Family Office, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$967 (-$534)
Filed 2026-10-14
Bare Financial Services, Inc
DECREASED
Shares160 from 287
Change-127 (-44%)
Value$558 (-$998)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$471 (-$261)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
NEW
Shares125
Change+125
Value$436
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares35
Change+35
Value$122
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$45 (-$25)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 24,833
Change-24,833 (-100%)
Value$0 (-$146.0K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 17,722
Change-17,722 (-100%)
Value$0 (-$96.1K)
Filed 2026-11-04
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 14,480
Change-14,480 (-100%)
Value$0 (-$78.5K)
Filed 2026-10-09
Abel Hall, LLC
CLOSED
Shares0 from 14,150
Change-14,150 (-100%)
Value$0 (-$76.7K)
Filed 2026-10-19
Merit Financial Group, LLC
CLOSED
Shares0 from 13,382
Change-13,382 (-100%)
Value$0 (-$72.5K)
Filed 2026-11-06
Wolff Wiese Magana LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-15
Versant Capital Management, Inc
CLOSED
Shares0 from 2,650
Change-2,650 (-100%)
Value$0 (-$14.4K)
Filed 2026-10-02
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 2,468
Change-2,468 (-100%)
Value$0 (-$13.4K)
Filed 2026-10-20
IFP Advisors, Inc
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-26
True Wealth Design, LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$608)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$211)
Filed 2026-10-13
CoreCap Advisors, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$211)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$98)
Filed 2026-10-07
Clearstead Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$44)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 14,814,851
Change-14,814,851 (-100%)
Value—
Cadian Capital Management, LP
N/A
Shares— from 10,814,473
Change-10,814,473 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,969,012
Change-8,969,012 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,245,283
Change-6,245,283 (-100%)
Value—
Rubicon Founders LLC
N/A
Shares— from 5,816,123
Change-5,816,123 (-100%)
Value—
Engaged Capital LLCA
N/A
Shares— from 5,563,912
Change-5,563,912 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,107,561
Change-5,107,561 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,787,994
Change-4,787,994 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,413,245
Change-3,413,245 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,132,085
Change-3,132,085 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,460,431
Change-2,460,431 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,131,573
Change-2,131,573 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,745,852
Change-1,745,852 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,719,886
Change-1,719,886 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,601,638
Change-1,601,638 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,567,816
Change-1,567,816 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,347,822
Change-1,347,822 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,276,800
Change-1,276,800 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,263,653
Change-1,263,653 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,003,245
Change-1,003,245 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 913,109
Change-913,109 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 875,398
Change-875,398 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 860,358
Change-860,358 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 845,787
Change-845,787 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 792,768
Change-792,768 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 762,362
Change-762,362 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 699,267
Change-699,267 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 666,502
Change-666,502 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 656,463
Change-656,463 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 630,000
Change-630,000 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 561,189
Change-561,189 (-100%)
Value—
Man Group plc
N/A
Shares— from 498,272
Change-498,272 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 488,814
Change-488,814 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 485,000
Change-485,000 (-100%)
Value—
Tejara Capital Ltd
N/A
Shares— from 441,456
Change-441,456 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 414,582
Change-414,582 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 388,090
Change-388,090 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 371,753
Change-371,753 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 364,129
Change-364,129 (-100%)
Value—
Benefit Street Partners LLC
N/A
Shares— from 363,165
Change-363,165 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 303,343
Change-303,343 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 264,477
Change-264,477 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 264,453
Change-264,453 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 250,842
Change-250,842 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 249,803
Change-249,803 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 247,500
Change-247,500 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 237,199
Change-237,199 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 227,708
Change-227,708 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 216,175
Change-216,175 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 204,990
Change-204,990 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 198,300
Change-198,300 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 196,930
Change-196,930 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 190,754
Change-190,754 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 171,751
Change-171,751 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 165,606
Change-165,606 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 159,986
Change-159,986 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 157,823
Change-157,823 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 140,267
Change-140,267 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 123,790
Change-123,790 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 112,419
Change-112,419 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 108,973
Change-108,973 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 107,436
Change-107,436 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 100,896
Change-100,896 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 99,687
Change-99,687 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 90,138
Change-90,138 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 76,924
Change-76,924 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 70,584
Change-70,584 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 69,251
Change-69,251 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 67,378
Change-67,378 (-100%)
Value—
Norges Bank
N/A
Shares— from 63,454
Change-63,454 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 61,050
Change-61,050 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 60,777
Change-60,777 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 60,702
Change-60,702 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 60,221
Change-60,221 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 60,041
Change-60,041 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 55,465
Change-55,465 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 55,359
Change-55,359 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 49,778
Change-49,778 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 49,408
Change-49,408 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 45,854
Change-45,854 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 44,952
Change-44,952 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 37,219
Change-37,219 (-100%)
Value—
Blair William & Co
N/A
Shares— from 36,249
Change-36,249 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,848
Change-35,848 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 32,506
Change-32,506 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 31,444
Change-31,444 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 30,523
Change-30,523 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 30,468
Change-30,468 (-100%)
Value—
FMR LLC
N/A
Shares— from 30,449
Change-30,449 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 29,292
Change-29,292 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 25,275
Change-25,275 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 23,483
Change-23,483 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 22,648
Change-22,648 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 21,583
Change-21,583 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 20,536
Change-20,536 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 20,447
Change-20,447 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,024
Change-19,024 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 16,514
Change-16,514 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 16,123
Change-16,123 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,313
Change-14,313 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 11,793
Change-11,793 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 11,752
Change-11,752 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,177
Change-10,177 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,805
Change-9,805 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 696
Change-696 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Quarry LP
N/A
Shares— from 482
Change-482 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED2,049,5932,904,912-855,319-29%$15.7M$7.2M-$8.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED794,308765,020+29,288+4%$4.1M$2.8M-$1.4M2026-11-04
Bank of New York Mellon Corp
INCREASED350,470344,628+5,842+2%$1.9M$1.2M-$644.7K2026-11-05
Russell Investments Group, Ltd.
INCREASED350,127203,369+146,758+72%$1.1M$1.2M+$119.7K2026-11-06
Jefferies Financial Group Inc.
INCREASED306,100291,600+14,500+5%$1.6M$1.1M-$512.2K2026-11-05
Creative Planning
DECREASED294,942330,017-35,075-11%$1.8M$1.0M-$759.3K2026-11-02
Brighton Jones LLC
DECREASED291,034294,096-3,062-1%$1.6M$1.0M-$578.3K2026-11-03
Congress Asset Management Co
INCREASED275,158228,692+46,466+20%$1.2M$960.3K-$279.2K2026-10-06
Citigroup Inc
DECREASED195,550465,146-269,596-58%$2.5M$682.5K-$1.8M2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW193,376—+193,376——$674.9K—2026-10-16
State of Wyoming
INCREASED113,07482,354+30,720+37%$446.4K$394.6K-$51.7K2026-10-28
Tempus Wealth Planning, LLC
INCREASED100,77483,805+16,969+20%$454.2K$351.7K-$102.5K2026-10-14
Barclays PLC
INCREASED100,25371,488+28,765+40%$387.5K$349.9K-$37.6K2026-11-06
Natixis
UNCHANGED71,00071,00000%$384.8K$247.8K-$137.0K2026-11-06
HB Wealth Management, LLC
DECREASED34,63735,842-1,205-3%$194.3K$120.9K-$73.4K2026-10-23
Vise Technologies, Inc.
INCREASED30,21517,119+13,096+77%$92.8K$105.5K+$12.7K2026-10-29
ERn Financial, LLC
UNCHANGED29,57429,57400%$160.3K$103.2K-$57.1K2026-10-28
Harbor Capital Advisors, Inc.
DECREASED26,07832,288-6,210-19%$175.0K$91.0K-$84.0K2026-10-22
Signaturefd, LLC
DECREASED21,83824,928-3,090-12%$135.1K$76.2K-$58.9K2026-10-23
ProShare Advisors LLC
DECREASED14,19415,001-807-5%$81.3K$49.5K-$31.8K2026-10-29
TSA Wealth Managment LLC
DECREASED14,15614,686-530-4%$79.6K$49.4K-$30.2K2026-10-22
Simplicity Wealth,LLC
INCREASED12,50412,047+457+4%$65.3K$43.6K-$21.7K2026-10-23
Xponance LLC
DECREASED10,72910,918-189-2%$59.2K$37.4K-$21.7K2026-11-03
PNC Financial Services Group, Inc.
DECREASED7,7479,387-1,640-17%$50.9K$27.0K-$23.8K2026-11-06
Strs Ohio
NEW7,400—+7,400——$25.8K—2026-10-30
State of Alaska, Department of Revenue
UNCHANGED6,6626,66200%$36.0K$23-$36.0K2026-10-15
Allworth Financial LP
INCREASED5,7405,225+515+10%$28.3K$31.1K+$2.8K2026-11-06
FNY Investment Advisers, LLC
UNCHANGED5,0005,00000%$27$17-$102026-10-16
Pinnacle Wealth Planning Services, Inc.
DECREASED4,85712,037-7,180-60%$65.2K$17.0K-$48.3K2026-10-27
Caitong International Asset Management Co., Ltd
INCREASED3,551454+3,097+682%$2.5K$12.4K+$9.9K2026-10-29
Parallel Advisors, LLC
INCREASED3,0803,043+37+1%$16.5K$10.7K-$5.7K2026-11-03
Gamma Investing LLC
INCREASED2,9012,726+175+6%$14.8K$10.1K-$4.7K2026-10-08
Sterling Capital Management LLC
INCREASED2,7371,634+1,103+68%$8.9K$9.6K+$6962026-10-22
William Mack & Associates, Inc.
NEW2,498—+2,498——$8.7K—2026-10-27
Covestor Ltd
DECREASED2,0352,504-469-19%$13$7-$62026-10-30
Farther Finance Advisors, LLC
DECREASED1,8801,980-100-5%$10.8K$6.6K-$4.2K2026-10-08
Parkside Financial Bank & Trust
NEW1,841—+1,841——$6.4K—2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED1,6581,65800%$9.0K$5.8K-$3.2K2026-10-13
Fifth Third Bancorp
DECREASED1,1021,129-27-2%$6.1K$3.8K-$2.3K2026-11-05
Essential Partners LLC
DECREASED1,0271,392-365-26%$7.5K$3.6K-$4.0K2026-10-14
EverSource Wealth Advisors, LLC
INCREASED952562+390+69%$3.0K$3.3K+$2762026-11-04
SJS Investment Consulting Inc.
INCREASED753220+533+242%$1.2K$2.6K+$1.4K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED495898-403-45%$4.9K$1.7K-$3.1K2026-10-05
North Star Investment Management Corp.
UNCHANGED38038000%$2.1K$1.3K-$7342026-10-27
US Bancorp \de\
INCREASED362305+57+19%$1.7K$1.3K-$3902026-11-05
Avion Wealth
DECREASED346475-129-27%$2$1-$12026-11-04
Ascentis Wealth Management, LLC
NEW314—+314——$1.1K—2026-11-03
Fortitude Family Office, LLC
UNCHANGED27727700%$1.5K$967-$5342026-10-14
Bare Financial Services, Inc
DECREASED160287-127-44%$1.6K$558-$9982026-11-04
SBI Securities Co., Ltd.
UNCHANGED13513500%$732$471-$2612026-10-22
Meriwether Wealth & Planning, LLC
NEW125—+125——$436—2026-10-13
Root Financial Partners, LLC
NEW35—+35——$122—2026-10-21
Concord Wealth Partners
UNCHANGED131300%$70$45-$252026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED024,833-24,833-100%$146.0K$0-$146.0K2026-10-13
Simplex Trading, LLC
CLOSED017,722-17,722-100%$96.1K$0-$96.1K2026-11-04
Williams & Novak Wealth Management, LLC
CLOSED014,480-14,480-100%$78.5K$0-$78.5K2026-10-09
Abel Hall, LLC
CLOSED014,150-14,150-100%$76.7K$0-$76.7K2026-10-19
Merit Financial Group, LLC
CLOSED013,382-13,382-100%$72.5K$0-$72.5K2026-11-06
Wolff Wiese Magana LLC
CLOSED03,000-3,000-100%$16.3K$0-$16.3K2026-10-15
Versant Capital Management, Inc
CLOSED02,650-2,650-100%$14.4K$0-$14.4K2026-10-02
Nisa Investment Advisors, LLC
CLOSED02,468-2,468-100%$13.4K$0-$13.4K2026-10-20
IFP Advisors, Inc
CLOSED0563-563-100%$3.1K$0-$3.1K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED0503-503-100%$2.7K$0-$2.7K2026-10-26
True Wealth Design, LLC
CLOSED0112-112-100%$608$0-$6082026-10-13
Gill Capital Partners, LLC
CLOSED039-39-100%$211$0-$2112026-10-13
CoreCap Advisors, LLC
CLOSED039-39-100%$211$0-$2112026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED018-18-100%$98$0-$982026-10-07
Clearstead Advisors, LLC
CLOSED08-8-100%$44$0-$442026-11-06
BlackRock, Inc.
N/A—14,814,851-14,814,851-100%$80.3M———
Cadian Capital Management, LP
N/A—10,814,473-10,814,473-100%$58.6M———
Morgan Stanley
N/A—8,969,012-8,969,012-100%$48.6M———
UBS Group AG
N/A—6,245,283-6,245,283-100%$33.8M———
Rubicon Founders LLC
N/A—5,816,123-5,816,123-100%$31.5M———
Engaged Capital LLCA
N/A—5,563,912-5,563,912-100%$30.2M———
D. E. Shaw & Co., Inc.
N/A—5,107,561-5,107,561-100%$27.7M———
Vanguard Capital Management LLC
N/A—4,787,994-4,787,994-100%$26.0M———
Marshall Wace, LLP
N/A—3,413,245-3,413,245-100%$18.5M———
Nuveen, LLC
N/A—3,132,085-3,132,085-100%$17.0M———
Rock Springs Capital Management LP
N/A—2,500,000-2,500,000-100%$13.6M———
State Street Corp
N/A—2,460,431-2,460,431-100%$13.3M———
Charles Schwab Investment Management Inc
N/A—2,131,573-2,131,573-100%$11.6M———
Goldman Sachs Group Inc
N/A—1,745,852-1,745,852-100%$9.5M———
Rock Point Advisors, LLC
N/A—1,719,886-1,719,886-100%$9.3M———
Jacobs Levy Equity Management, Inc
N/A—1,601,638-1,601,638-100%$8.7M———
Kennedy Capital Management LLC
N/A—1,567,816-1,567,816-100%$8.5M———
Vanguard Portfolio Management LLC
N/A—1,347,822-1,347,822-100%$7.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,276,800-1,276,800-100%$6.9M———
Two Sigma Investments, LP
N/A—1,263,653-1,263,653-100%$6.8M———
Northern Trust Corp
N/A—1,003,245-1,003,245-100%$5.4M———
Hudson Bay Capital Management LP
N/A—913,109-913,109-100%$4.9M———
Bank of America Corp
N/A—875,398-875,398-100%$4.7M———
BNP Paribas Financial Markets
N/A—860,358-860,358-100%$4.7M———
Walleye Capital LLC
N/A—845,787-845,787-100%$4.6M———
AQR Capital Management LLC
N/A—792,768-792,768-100%$4.3M———
Vanguard Fiduciary Trust Co
N/A—762,362-762,362-100%$4.1M———
Tudor Investment Corp ET AL
N/A—699,267-699,267-100%$3.8M———
Voleon Capital Management LP
N/A—666,502-666,502-100%$3.6M———
Algert Global LLC
N/A—656,463-656,463-100%$3.6M———
Capitolis Liquid Global Markets LLC
N/A—630,000-630,000-100%$3.4M———
GSA Capital Partners LLP
N/A—561,189-561,189-100%$3.0M———
Man Group plc
N/A—498,272-498,272-100%$2.7M———
Citadel Advisors LLC
N/A—488,814-488,814-100%$2.6M———
Formula Growth LTD
N/A—485,000-485,000-100%$2.6M———
Tejara Capital Ltd
N/A—441,456-441,456-100%$2.4M———
Invesco Ltd.
N/A—414,582-414,582-100%$2.2M———
Jump Financial, LLC
N/A—388,090-388,090-100%$2.1M———
Mariner, LLC
N/A—371,753-371,753-100%$2.0M———
Jupiter Topco LLC
N/A—364,129-364,129-100%$2.0M———
Benefit Street Partners LLC
N/A—363,165-363,165-100%$2.0M———
Millennium Management LLC
N/A—303,343-303,343-100%$1.6M———
Vanguard Global Advisers, LLC
N/A—264,477-264,477-100%$1.4M———
Franklin Resources Inc
N/A—264,453-264,453-100%$1.4M———
Squarepoint Ops LLC
N/A—250,842-250,842-100%$1.4M———
SEI Investments Co
N/A—249,803-249,803-100%$1.4M———
Gamco Investors, Inc. ET AL
N/A—247,500-247,500-100%$1.3M———
HSBC Holdings PLC
N/A—237,199-237,199-100%$1.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—227,708-227,708-100%$1.2M———
Qube Research & Technologies Ltd
N/A—216,175-216,175-100%$1.2M———
State of Wisconsin Investment Board
N/A—204,990-204,990-100%$1.1M———
Gabelli Funds LLC
N/A—198,300-198,300-100%$1.1M———
Susquehanna International Group, LLP
N/A—196,930-196,930-100%$1.1M———
Engineers Gate Manager LP
N/A—190,754-190,754-100%$1.0M———
Ameriprise Financial Inc
N/A—171,751-171,751-100%$930.9K———
Price T Rowe Associates Inc
N/A—165,606-165,606-100%$898.0K———
ExodusPoint Capital Management, LP
N/A—159,986-159,986-100%$867.1K———
Rhumbline Advisers
N/A—157,823-157,823-100%$855.4K———
Bridgeway Capital Management, LLC
N/A—150,000-150,000-100%$813.0K———
Public Employees Retirement System of Ohio
N/A—140,267-140,267-100%$760.2K———
Alliancebernstein L.P.
N/A—123,790-123,790-100%$282.2K———
XTX Topco Ltd
N/A—112,419-112,419-100%$609.3K———
Wells Fargo & Company
N/A—108,973-108,973-100%$590.6K———
Deutsche Bank Ag\
N/A—107,436-107,436-100%$582.3K———
Quantinno Capital Management LP
N/A—100,896-100,896-100%$546.9K———
Quinn Opportunity Partners LLC
N/A—99,687-99,687-100%$540.3K———
Atom Investors LP
N/A—90,138-90,138-100%$488.5K———
Graham Capital Management, L.P.
N/A—76,924-76,924-100%$416.9K———
Smithfield Trust Co
N/A—70,584-70,584-100%$383.0K———
LOS Angeles Capital Management LLC
N/A—69,251-69,251-100%$375.3K———
MetLife Investment Management, LLC
N/A—67,378-67,378-100%$365.2K———
Norges Bank
N/A—63,454-63,454-100%$343.9K———
JPMorgan Chase & Co
N/A—61,050-61,050-100%$352.3K———
Brown Advisory Inc
N/A—60,777-60,777-100%$329.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—60,702-60,702-100%$329.0K———
Quantbot Technologies LP
N/A—60,221-60,221-100%$326.4K———
Group One Trading LLC
N/A—60,041-60,041-100%$325.4K———
Jain Global LLC
N/A—55,465-55,465-100%$300.6K———
Vanguard Personalized Indexing Management, LLC
N/A—55,359-55,359-100%$300.0K———
Inceptionr LLC
N/A—49,778-49,778-100%$269.8K———
Ironwood Investment Management LLC
N/A—49,408-49,408-100%$267.8K———
Stifel Financial Corp
N/A—45,854-45,854-100%$248.5K———
Numerai GP LLC
N/A—44,952-44,952-100%$243.6K———
Callan Family Office, LLC
N/A—37,219-37,219-100%$201.7K———
Blair William & Co
N/A—36,249-36,249-100%$196.5K———
Mercer Global Advisors Inc
N/A—35,848-35,848-100%$194.3K———
Police & Firemen's Retirement System of New Jersey
N/A—32,506-32,506-100%$176.2K———
State Board of Administration of Florida Retirement System
N/A—31,444-31,444-100%$170.4K———
Balyasny Asset Management L.P.
N/A—30,523-30,523-100%$165.4K———
Manufacturers Life Insurance Company, the
N/A—30,468-30,468-100%$165.1K———
FMR LLC
N/A—30,449-30,449-100%$165.0K———
Headlands Technologies LLC
N/A—29,292-29,292-100%$158.8K———
Winton Group Ltd
N/A—26,700-26,700-100%$144.7K———
Prudential Financial Inc
N/A—25,275-25,275-100%$137.0K———
Intech Investment Management LLC
N/A—23,483-23,483-100%$127.3K———
Virtu Financial LLC
N/A—23,194-23,194-100%$126.0K———
New York State Common Retirement Fund
N/A—22,648-22,648-100%$122.8K———
Voya Investment Management LLC
N/A—22,541-22,541-100%$122.2K———
Boothbay Fund Management, LLC
N/A—21,583-21,583-100%$117.0K———
Wealthfront Advisers LLC
N/A—20,536-20,536-100%$111.3K———
Schonfeld Strategic Advisors LLC
N/A—20,447-20,447-100%$110.8K———
Royal Bank of Canada
N/A—19,024-19,024-100%$104.0K———
One68 Global Capital, LLC
N/A—16,514-16,514-100%$89.5K———
Lazard Asset Management LLC
N/A—16,123-16,123-100%$87.4K———
Sequoia Financial Advisors, LLC
N/A—14,313-14,313-100%$77.6K———
Osaic Holdings, Inc.
N/A—14,309-14,309-100%$77.6K———
Public Employees Retirement Association of Colorado
N/A—12,148-12,148-100%$66.0K———
Aquatic Capital Management LLC
N/A—11,793-11,793-100%$63.9K———
Victory Capital Management Inc
N/A—11,752-11,752-100%$63.7K———
Cresset Asset Management, LLC
N/A—11,446-11,446-100%$62.0K———
Legal & General Group Plc
N/A—11,272-11,272-100%$61.0K———
Neuberger Berman Group LLC
N/A—10,177-10,177-100%$55.2K———
Ameritas Investment Partners, Inc.
N/A—9,805-9,805-100%$53.1K———
Arax Advisory Partners
N/A—7,720-7,720-100%$41.8K———
Tower Research Capital LLC (TRC)
N/A—6,269-6,269-100%$34.0K———
Allied Private Wealth LLC
N/A—3,660-3,660-100%$20.5K———
Harbour Investments, Inc.
N/A—2,000-2,000-100%$10.8K———
California State Teachers Retirement System
N/A—1,563-1,563-100%$8.5K———
Cetera Trust Company, N.a
N/A—1,500-1,500-100%$8.1K———
HighMark Wealth Management LLC
N/A—1,425-1,425-100%$7.7K———
Rothschild Investment LLC
N/A—911-911-100%$4.9K———
Jones Financial Companies Lllp
N/A—696-696-100%$3.8K———
Optiver Holding B.V.
N/A—484-484-100%$2.6K———
Quarry LP
N/A—482-482-100%$2.6K———
Rockefeller Capital Management L.P.
N/A—303-303-100%$1.6K———
Basecamp Wealth Advisors LLC
N/A—294-294-100%$1.6K———
Bogart Wealth, LLC
N/A—188-188-100%$1.0K———
Cornerstone Financial Management LLC
N/A—183-183-100%$992———
UBS Asset Management Americas LLC
N/A—36-36-100%$195———
Mark Sheptoff Financial Planning, LLC
N/A—25-25-100%$136———
Transamerica Financial Advisors, LLC
N/A—21-21-100%$113———
Global Retirement Partners, LLC
N/A—12-12-100%$65———
Dunhill Financial, LLC
N/A—5-5-100%$28———
Huntington National Bank
N/A—1-1-100%$5———
Elequin Capital, LP
N/A—1-1-100%$5———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$5———
Showing 204 of 204 institutions