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Evgo Inc (EVGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pictet Asset Management Holding SA
DECREASED
Shares4,001,007 from 4,098,371
Change-97,364 (-2%)
Value$5.0M (-$2.8M)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED
Shares515,625 from 42,000
Change+473,625 (+1128%)
Value$687.5K (+$607.3K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
NEW
Shares500,000
Change+500,000
Value$801.9K
Filed 2026-10-29
Bank of New York Mellon Corp
DECREASED
Shares376,333 from 378,051
Change-1,718 (0%)
Value$474.2K (-$247.9K)
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares365,355 from 365,355
Change0 (0%)
Value$460.0K (-$238.0K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
DECREASED
Shares362,920 from 382,320
Change-19,400 (-5%)
Value$457.3K (-$273.0K)
Filed 2026-11-05
Swiss Life Asset Management Ltd
UNCHANGED
Shares217,852 from 217,852
Change0 (0%)
Value$274.5K (-$141.6K)
Filed 2026-11-03
Barclays PLC
INCREASED
Shares210,820 from 54,040
Change+156,780 (+290%)
Value$265.6K (+$162.4K)
Filed 2026-11-06
Alps Advisors Inc
DECREASED
Shares210,043 from 212,343
Change-2,300 (-1%)
Value$264.7K (-$140.9K)
Filed 2026-11-03
Imc-Chicago, LLC
DECREASED
Shares110,969 from 150,844
Change-39,875 (-26%)
Value$139.8K (-$148.3K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares89,781 from 34,526
Change+55,255 (+160%)
Value$113.1K (+$47.2K)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares49,668 from 8,829
Change+40,839 (+463%)
Value$62.6K (+$45.7K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares41,916 from 482,259
Change-440,343 (-91%)
Value$52.8K (-$868.3K)
Filed 2026-11-04
R Squared Ltd
NEW
Shares38,102
Change+38,102
Value$48.0K
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares20,460 from 20,772
Change-312 (-1%)
Value$25.8K (-$13.9K)
Filed 2026-11-05
Anchyra Partners LLC
NEW
Shares17,460
Change+17,460
Value$22.0K
Filed 2026-10-13
ProShare Advisors LLC
DECREASED
Shares17,140 from 17,873
Change-733 (-4%)
Value$21.6K (-$12.5K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares16,667 from 10,446
Change+6,221 (+60%)
Value$21.0K (+$1.0K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,484 from 14,127
Change+357 (+3%)
Value$18.3K (-$8.7K)
Filed 2026-10-21
Carnegie Investment Counsel
UNCHANGED
Shares14,264 from 14,264
Change0 (0%)
Value$18.0K (-$9.3K)
Filed 2026-10-20
Xponance LLC
DECREASED
Shares12,749 from 12,973
Change-224 (-2%)
Value$16.1K (-$8.7K)
Filed 2026-11-03
Fullerton Advisors, LLC
DECREASED
Shares12,305 from 12,316
Change-11 (0%)
Value$15.5K (-$8.0K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares12,238
Change+12,238
Value$15.4K
Filed 2026-10-13
Sage Investment Advisers LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$14.1K (-$7.3K)
Filed 2026-10-21
Verdence Capital Advisors LLC
UNCHANGED
Shares11,030 from 11,030
Change0 (0%)
Value$13.9K (-$7.2K)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
NEW
Shares10,904
Change+10,904
Value$14
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares10,302 from 34,908
Change-24,606 (-70%)
Value$13.1K (-$50.1K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares10,084 from 10,180
Change-96 (-1%)
Value$12.7K (-$6.7K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
DECREASED
Shares10,000 from 10,178
Change-178 (-2%)
Value$12.6K (-$6.8K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$6.3K (-$3.1K)
Filed 2026-10-16
Sterling Capital Management LLC
INCREASED
Shares4,478 from 479
Change+3,999 (+835%)
Value$5.6K (+$4.7K)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares3,423 from 2,653
Change+770 (+29%)
Value$4.3K (-$754)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares3,358 from 954
Change+2,404 (+252%)
Value$4.2K (+$2.4K)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$3.8K (-$1.9K)
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$3.2K (-$1.6K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,508 from 835
Change+673 (+81%)
Value$1.9K (+$305)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$1.8K (-$942)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$1.8K (-$923)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,356 from 637
Change+719 (+113%)
Value$1.7K (+$492)
Filed 2026-10-08
Avion Wealth
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares974
Change+974
Value$1.2K
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares390 from 414
Change-24 (-6%)
Value$491 (-$300)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares296 from 1,744
Change-1,448 (-83%)
Value$373 (-$3.0K)
Filed 2026-11-04
Trust Co of Vermont
NEW
Shares200
Change+200
Value$252
Filed 2026-10-21
CoreCap Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$252 (-$130)
Filed 2026-10-08
1620 Investment Advisors, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$252 (-$130)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$252 (-$130)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$126 (-$65)
Filed 2026-10-26
MB, Levis & Associates, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$126 (-$65)
Filed 2026-10-16
Winthrop Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$126 (+$126)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$126 (-$65)
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$21 (-$11)
Filed 2026-10-14
Essential Partners LLC
DECREASED
Shares14 from 246
Change-232 (-94%)
Value$18 (-$452)
Filed 2026-10-14
Fortitude Family Office, LLC
DECREASED
Shares10 from 965
Change-955 (-99%)
Value$13 (-$1.8K)
Filed 2026-10-14
Blue Trust, Inc.
NEW
Shares2
Change+2
Value$2
Filed 2026-10-15
Center for Financial Planning, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2 (-$2)
Filed 2026-10-26
Inspire Investing, LLC
CLOSED
Shares0 from 362,657
Change-362,657 (-100%)
Value$0 (-$692.7K)
Filed 2026-10-22
Abel Hall, LLC
CLOSED
Shares0 from 47,732
Change-47,732 (-100%)
Value$0 (-$91.2K)
Filed 2026-10-19
Creative Planning
CLOSED
Shares0 from 24,135
Change-24,135 (-100%)
Value$0 (-$46.1K)
Filed 2026-11-02
Ethic Inc.
CLOSED
Shares0 from 15,562
Change-15,562 (-100%)
Value$0 (-$29.7K)
Filed 2026-11-03
Perigon Wealth Management, LLC
CLOSED
Shares0 from 13,023
Change-13,023 (-100%)
Value$0 (-$24.9K)
Filed 2026-10-22
Brighton Jones LLC
CLOSED
Shares0 from 13,010
Change-13,010 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 10,555
Change-10,555 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-02
Nfsg Corp
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 1,319
Change-1,319 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-28
SJS Investment Consulting Inc.
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$649)
Filed 2026-10-20
True Wealth Design, LLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$319)
Filed 2026-10-13
Clearstead Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$62)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$43)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 11,010,380
Change-11,010,380 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,205,206
Change-8,205,206 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,371,895
Change-6,371,895 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,965,988
Change-5,965,988 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,545,109
Change-5,545,109 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,364,332
Change-5,364,332 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 5,350,022
Change-5,350,022 (-100%)
Value—
SIR Capital Management, L.P.
N/A
Shares— from 4,345,531
Change-4,345,531 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,007,637
Change-4,007,637 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,882,172
Change-3,882,172 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 3,660,105
Change-3,660,105 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,036,133
Change-3,036,133 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,255,090
Change-2,255,090 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,075,000
Change-2,075,000 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,897,000
Change-1,897,000 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 1,377,090
Change-1,377,090 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,316,855
Change-1,316,855 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,260,132
Change-1,260,132 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,192,484
Change-1,192,484 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,189,533
Change-1,189,533 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,105,339
Change-1,105,339 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,004,734
Change-1,004,734 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 987,342
Change-987,342 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 904,592
Change-904,592 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 768,754
Change-768,754 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 703,645
Change-703,645 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 685,074
Change-685,074 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 566,123
Change-566,123 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 490,145
Change-490,145 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 426,321
Change-426,321 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 378,450
Change-378,450 (-100%)
Value—
Man Group plc
N/A
Shares— from 368,508
Change-368,508 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 358,503
Change-358,503 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 352,037
Change-352,037 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 331,891
Change-331,891 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 323,871
Change-323,871 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 306,747
Change-306,747 (-100%)
Value—
Dayah Capital LLC
N/A
Shares— from 305,771
Change-305,771 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 256,245
Change-256,245 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 247,639
Change-247,639 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 227,771
Change-227,771 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 224,139
Change-224,139 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 188,193
Change-188,193 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 171,651
Change-171,651 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 152,924
Change-152,924 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 151,654
Change-151,654 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 145,934
Change-145,934 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 127,437
Change-127,437 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 119,028
Change-119,028 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 96,660
Change-96,660 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 90,869
Change-90,869 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 79,544
Change-79,544 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 77,956
Change-77,956 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 76,515
Change-76,515 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 71,424
Change-71,424 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 68,854
Change-68,854 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 62,419
Change-62,419 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60,399
Change-60,399 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 56,970
Change-56,970 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 54,182
Change-54,182 (-100%)
Value—
FMR LLC
N/A
Shares— from 52,600
Change-52,600 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 52,027
Change-52,027 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,629
Change-49,629 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 46,091
Change-46,091 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,288
Change-41,288 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 38,773
Change-38,773 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 37,655
Change-37,655 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 36,724
Change-36,724 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 35,241
Change-35,241 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 31,080
Change-31,080 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 30,333
Change-30,333 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 29,819
Change-29,819 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,361
Change-29,361 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 29,160
Change-29,160 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,143
Change-28,143 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 23,397
Change-23,397 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 23,228
Change-23,228 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,682
Change-22,682 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 22,075
Change-22,075 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 21,299
Change-21,299 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 19,288
Change-19,288 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 18,255
Change-18,255 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 17,581
Change-17,581 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 15,565
Change-15,565 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,467
Change-15,467 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 15,388
Change-15,388 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 14,741
Change-14,741 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,870
Change-12,870 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 12,731
Change-12,731 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,166
Change-12,166 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,091
Change-12,091 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,597
Change-11,597 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,906
Change-10,906 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 10,667
Change-10,667 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 791
Change-791 (-100%)
Value—
Quarry LP
N/A
Shares— from 733
Change-733 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 150
Change-150 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 130
Change-130 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Pictet Asset Management Holding SA
DECREASED4,001,0074,098,371-97,364-2%$7.8M$5.0M-$2.8M2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED515,62542,000+473,625+1128%$80.2K$687.5K+$607.3K2026-11-03
Fideuram Asset Management (Ireland) dac
NEW500,000—+500,000——$801.9K—2026-10-29
Bank of New York Mellon Corp
DECREASED376,333378,051-1,7180%$722.1K$474.2K-$247.9K2026-11-05
KBC Group NV
UNCHANGED365,355365,35500%$698.0K$460.0K-$238.0K2026-10-22
Clear Harbor Asset Management, LLC
DECREASED362,920382,320-19,400-5%$730.2K$457.3K-$273.0K2026-11-05
Swiss Life Asset Management Ltd
UNCHANGED217,852217,85200%$416.1K$274.5K-$141.6K2026-11-03
Barclays PLC
INCREASED210,82054,040+156,780+290%$103.2K$265.6K+$162.4K2026-11-06
Alps Advisors Inc
DECREASED210,043212,343-2,300-1%$405.6K$264.7K-$140.9K2026-11-03
Imc-Chicago, LLC
DECREASED110,969150,844-39,875-26%$288.1K$139.8K-$148.3K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED89,78134,526+55,255+160%$65.9K$113.1K+$47.2K2026-10-29
Simplex Trading, LLC
INCREASED49,6688,829+40,839+463%$16.9K$62.6K+$45.7K2026-11-04
Citigroup Inc
DECREASED41,916482,259-440,343-91%$921.1K$52.8K-$868.3K2026-11-04
R Squared Ltd
NEW38,102—+38,102——$48.0K—2026-11-06
J.W. Cole Advisors, Inc.
DECREASED20,46020,772-312-1%$39.7K$25.8K-$13.9K2026-11-05
Anchyra Partners LLC
NEW17,460—+17,460——$22.0K—2026-10-13
ProShare Advisors LLC
DECREASED17,14017,873-733-4%$34.1K$21.6K-$12.5K2026-10-29
Principal Financial Group Inc
INCREASED16,66710,446+6,221+60%$20.0K$21.0K+$1.0K2026-11-02
Legacy Capital Wealth Partners, LLC
INCREASED14,48414,127+357+3%$27.0K$18.3K-$8.7K2026-10-21
Carnegie Investment Counsel
UNCHANGED14,26414,26400%$27.2K$18.0K-$9.3K2026-10-20
Xponance LLC
DECREASED12,74912,973-224-2%$24.8K$16.1K-$8.7K2026-11-03
Fullerton Advisors, LLC
DECREASED12,30512,316-110%$23.5K$15.5K-$8.0K2026-10-14
SAX Wealth Advisors, LLC
NEW12,238—+12,238——$15.4K—2026-10-13
Sage Investment Advisers LLC
UNCHANGED11,20011,20000%$21.4K$14.1K-$7.3K2026-10-21
Verdence Capital Advisors LLC
UNCHANGED11,03011,03000%$21.1K$13.9K-$7.2K2026-10-26
Cambridge Investment Research Advisors, Inc.
NEW10,904—+10,904——$14—2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED10,30234,908-24,606-70%$63.2K$13.1K-$50.1K2026-10-13
Simplicity Wealth,LLC
DECREASED10,08410,180-96-1%$19.4K$12.7K-$6.7K2026-10-23
Daymark Wealth Partners, LLC
DECREASED10,00010,178-178-2%$19.4K$12.6K-$6.8K2026-11-04
TD Waterhouse Canada Inc.
UNCHANGED5,0205,02000%$9.4K$6.3K-$3.1K2026-10-16
Sterling Capital Management LLC
INCREASED4,478479+3,999+835%$915$5.6K+$4.7K2026-10-22
SBI Securities Co., Ltd.
INCREASED3,4232,653+770+29%$5.1K$4.3K-$7542026-10-22
Farther Finance Advisors, LLC
INCREASED3,358954+2,404+252%$1.8K$4.2K+$2.4K2026-10-08
Community Financial Services Group, LLC
UNCHANGED3,0003,00000%$5.7K$3.8K-$1.9K2026-10-15
Golden State Wealth Management, LLC
UNCHANGED2,5002,50000%$4.8K$3.2K-$1.6K2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,508835+673+81%$1.6K$1.9K+$3052026-11-06
US Bancorp \de\
UNCHANGED1,4481,44800%$2.8K$1.8K-$9422026-11-05
Larson Financial Group LLC
UNCHANGED1,4201,42000%$2.7K$1.8K-$9232026-11-05
Gamma Investing LLC
INCREASED1,356637+719+113%$1.2K$1.7K+$4922026-10-08
Avion Wealth
UNCHANGED1,0001,00000%$1$1$02026-11-04
Parkside Financial Bank & Trust
NEW974—+974——$1.2K—2026-10-27
IFP Advisors, Inc
DECREASED390414-24-6%$791$491-$3002026-10-16
EverSource Wealth Advisors, LLC
DECREASED2961,744-1,448-83%$3.3K$373-$3.0K2026-11-04
Trust Co of Vermont
NEW200—+200——$252—2026-10-21
CoreCap Advisors, LLC
UNCHANGED20020000%$382$252-$1302026-10-08
1620 Investment Advisors, Inc.
UNCHANGED20020000%$382$252-$1302026-11-04
Jnba Financial Advisors
UNCHANGED20020000%$382$252-$1302026-11-03
Lanark Financial, Inc.
UNCHANGED10010000%$191$126-$652026-10-26
MB, Levis & Associates, LLC
UNCHANGED10010000%$191$126-$652026-10-16
Winthrop Capital Management, LLC
UNCHANGED10010000%$0$126+$1262026-11-05
Cassaday & Co Wealth Management LLC
UNCHANGED10010000%$191$126-$652026-10-27
Triumph Capital Management
UNCHANGED171700%$32$21-$112026-10-14
Essential Partners LLC
DECREASED14246-232-94%$470$18-$4522026-10-14
Fortitude Family Office, LLC
DECREASED10965-955-99%$1.8K$13-$1.8K2026-10-14
Blue Trust, Inc.
NEW2—+2——$2—2026-10-15
Center for Financial Planning, Inc.
UNCHANGED2200%$4$2-$22026-10-26
Inspire Investing, LLC
CLOSED0362,657-362,657-100%$692.7K$0-$692.7K2026-10-22
Abel Hall, LLC
CLOSED047,732-47,732-100%$91.2K$0-$91.2K2026-10-19
Creative Planning
CLOSED024,135-24,135-100%$46.1K$0-$46.1K2026-11-02
Ethic Inc.
CLOSED015,562-15,562-100%$29.7K$0-$29.7K2026-11-03
Perigon Wealth Management, LLC
CLOSED013,023-13,023-100%$24.9K$0-$24.9K2026-10-22
Brighton Jones LLC
CLOSED013,010-13,010-100%$24.9K$0-$24.9K2026-11-03
Commonwealth Equity Services, LLC
CLOSED010,555-10,555-100%$20.2K$0-$20.2K2026-11-02
Nfsg Corp
CLOSED02,500-2,500-100%$4.8K$0-$4.8K2026-10-15
MCF Advisors LLC
CLOSED01,319-1,319-100%$2.5K$0-$2.5K2026-10-28
SJS Investment Consulting Inc.
CLOSED0537-537-100%$1.0K$0-$1.0K2026-10-26
Nisa Investment Advisors, LLC
CLOSED0340-340-100%$649$0-$6492026-10-20
True Wealth Design, LLC
CLOSED0167-167-100%$319$0-$3192026-10-13
Clearstead Advisors, LLC
CLOSED032-32-100%$62$0-$622026-11-06
Salem Investment Counselors Inc
CLOSED022-22-100%$43$0-$432026-10-13
BlackRock, Inc.
N/A—11,010,380-11,010,380-100%$21.0M———
Morgan Stanley
N/A—8,205,206-8,205,206-100%$15.7M———
State Street Corp
N/A—6,371,895-6,371,895-100%$12.2M———
Vanguard Capital Management LLC
N/A—5,965,988-5,965,988-100%$11.4M———
Invesco Ltd.
N/A—5,545,109-5,545,109-100%$10.6M———
Goldman Sachs Group Inc
N/A—5,364,332-5,364,332-100%$10.2M———
Soros Fund Management LLC
N/A—5,350,022-5,350,022-100%$10.2M———
SIR Capital Management, L.P.
N/A—4,345,531-4,345,531-100%$8.3M———
CIBC Bancorp USA Inc.
N/A—4,007,637-4,007,637-100%$7.7M———
Vanguard Portfolio Management LLC
N/A—3,882,172-3,882,172-100%$7.4M———
Geode Capital Management, LLC
N/A—3,660,105-3,660,105-100%$7.0M———
Qube Research & Technologies Ltd
N/A—3,036,133-3,036,133-100%$5.8M———
Millennium Management LLC
N/A—2,255,090-2,255,090-100%$4.3M———
Norges Bank
N/A—2,075,000-2,075,000-100%$4.0M———
J. Goldman & Co LP
N/A—1,897,000-1,897,000-100%$3.6M———
GMT Capital Corp
N/A—1,377,090-1,377,090-100%$2.6M———
UBS Group AG
N/A—1,316,855-1,316,855-100%$2.5M———
Federated Hermes, Inc.
N/A—1,260,132-1,260,132-100%$2.4M———
Marshall Wace, LLP
N/A—1,192,484-1,192,484-100%$2.3M———
Renaissance Technologies LLC
N/A—1,189,533-1,189,533-100%$2.3M———
Northern Trust Corp
N/A—1,105,339-1,105,339-100%$2.1M———
Vanguard Fiduciary Trust Co
N/A—1,004,734-1,004,734-100%$1.9M———
Two Sigma Investments, LP
N/A—987,342-987,342-100%$1.9M———
Deutsche Bank Ag\
N/A—904,592-904,592-100%$1.7M———
Erste Asset Management GmbH
N/A—768,754-768,754-100%$1.4M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—703,645-703,645-100%$1.3M———
AQR Capital Management LLC
N/A—685,074-685,074-100%$1.3M———
GSA Capital Partners LLP
N/A—566,123-566,123-100%$1.1M———
Susquehanna International Group, LLP
N/A—490,145-490,145-100%$936.2K———
Charles Schwab Investment Management Inc
N/A—426,321-426,321-100%$814.3K———
First Trust Advisors LP
N/A—378,450-378,450-100%$722.8K———
Man Group plc
N/A—368,508-368,508-100%$703.9K———
Citadel Advisors LLC
N/A—358,503-358,503-100%$684.7K———
Allianz Asset Management GmbH
N/A—352,037-352,037-100%$0———
Tidal Investments LLC
N/A—331,891-331,891-100%$633.9K———
Numerai GP LLC
N/A—323,871-323,871-100%$618.6K———
Nuveen, LLC
N/A—306,747-306,747-100%$585.9K———
Dayah Capital LLC
N/A—305,771-305,771-100%$584.0K———
Bank of America Corp
N/A—256,245-256,245-100%$489.4K———
Balyasny Asset Management L.P.
N/A—247,639-247,639-100%$473.0K———
Price T Rowe Associates Inc
N/A—227,771-227,771-100%$436.0K———
Wells Fargo & Company
N/A—224,139-224,139-100%$428.1K———
Soviero Asset Management, LP
N/A—200,000-200,000-100%$382.0K———
Group One Trading LLC
N/A—188,193-188,193-100%$359.4K———
Quantbot Technologies LP
N/A—171,651-171,651-100%$327.9K———
Rhumbline Advisers
N/A—152,924-152,924-100%$292.1K———
Susquehanna Fundamental Investments, LLC
N/A—151,654-151,654-100%$289.7K———
Susquehanna Portfolio Strategies, LLC
N/A—145,934-145,934-100%$278.7K———
Cresset Asset Management, LLC
N/A—127,437-127,437-100%$243.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—119,028-119,028-100%$227.3K———
Alliancebernstein L.P.
N/A—96,660-96,660-100%$166.3K———
Rafferty Asset Management, LLC
N/A—90,869-90,869-100%$173.6K———
MetLife Investment Management, LLC
N/A—79,544-79,544-100%$151.9K———
Squarepoint Ops LLC
N/A—77,956-77,956-100%$148.9K———
BNP Paribas Financial Markets
N/A—76,515-76,515-100%$146.1K———
Arax Advisory Partners
N/A—71,424-71,424-100%$136.4K———
Advisors Asset Management, Inc.
N/A—68,854-68,854-100%$131.5K———
Russell Investments Group, Ltd.
N/A—62,419-62,419-100%$119.2K———
JPMorgan Chase & Co
N/A—60,399-60,399-100%$113.6K———
LPL Financial LLC
N/A—56,970-56,970-100%$108.8K———
Vanguard Global Advisers, LLC
N/A—54,182-54,182-100%$103.5K———
FMR LLC
N/A—52,600-52,600-100%$100.5K———
Tower Research Capital LLC (TRC)
N/A—52,027-52,027-100%$99.4K———
Cetera Investment Advisers
N/A—49,629-49,629-100%$94.8K———
IQ EQ Fund Management (Ireland) Ltd
N/A—46,091-46,091-100%$88.0K———
Raymond James Financial Inc
N/A—41,288-41,288-100%$78.9K———
New York State Common Retirement Fund
N/A—38,773-38,773-100%$74.1K———
Manufacturers Life Insurance Company, the
N/A—37,655-37,655-100%$71.9K———
Police & Firemen's Retirement System of New Jersey
N/A—36,724-36,724-100%$70.1K———
Intech Investment Management LLC
N/A—35,241-35,241-100%$67.3K———
Jain Global LLC
N/A—31,080-31,080-100%$59.4K———
Atom Investors LP
N/A—30,333-30,333-100%$57.9K———
Voya Investment Management LLC
N/A—29,819-29,819-100%$57.0K———
Osaic Holdings, Inc.
N/A—29,361-29,361-100%$56.1K———
State Board of Administration of Florida Retirement System
N/A—29,160-29,160-100%$55.7K———
Mercer Global Advisors Inc
N/A—28,143-28,143-100%$53.8K———
Quadrature Capital Ltd
N/A—23,397-23,397-100%$44.7K———
Dynamic Technology Lab Private Ltd
N/A—23,228-23,228-100%$44.0K———
HSBC Holdings PLC
N/A—22,682-22,682-100%$43.0K———
Prudential Financial Inc
N/A—22,075-22,075-100%$42.2K———
DRW Securities, LLC
N/A—21,299-21,299-100%$40.7K———
Centiva Capital, LP
N/A—20,344-20,344-100%$38.9K———
IEQ Capital, LLC
N/A—19,288-19,288-100%$36.8K———
Pallas Capital Advisors LLC
N/A—18,255-18,255-100%$34.9K———
Magnetar Financial LLC
N/A—17,581-17,581-100%$33.6K———
Captrust Financial Advisors
N/A—15,565-15,565-100%$29.7K———
Royal Bank of Canada
N/A—15,467-15,467-100%$29.0K———
Victory Capital Management Inc
N/A—15,388-15,388-100%$29.4K———
Eventide Asset Management, LLC
N/A—14,741-14,741-100%$27.7K———
Legal & General Group Plc
N/A—13,742-13,742-100%$26.2K———
Stifel Financial Corp
N/A—13,580-13,580-100%$25.9K———
Kintra Wealth, LLC
N/A—13,205-13,205-100%$21.8K———
Forefront Wealth Partners, LLC
N/A—12,870-12,870-100%$24.6K———
Shay Capital LLC
N/A—12,731-12,731-100%$24.3K———
Two Sigma Securities, LLC
N/A—12,166-12,166-100%$23.2K———
SEI Investments Co
N/A—12,107-12,107-100%$23.1K———
Snowden Capital Advisors LLC
N/A—12,091-12,091-100%$23.1K———
Vanguard Personalized Indexing Management, LLC
N/A—11,597-11,597-100%$22.2K———
SG Americas Securities, LLC
N/A—10,906-10,906-100%$21.0K———
Marble Harbor Investment Counsel, LLC
N/A—10,900-10,900-100%$20.8K———
Ameritas Investment Partners, Inc.
N/A—10,710-10,710-100%$20.5K———
Massar Capital Management, LP
N/A—10,667-10,667-100%$20.4K———
ExodusPoint Capital Management, LP
N/A—10,460-10,460-100%$20.0K———
Proactive Wealth Strategies LLC
N/A—10,000-10,000-100%$19.1K———
Presidio Capital Management, LLC
N/A—10,000-10,000-100%$19.1K———
EFG International AG
N/A—8,040-8,040-100%$15.4K———
Jones Financial Companies Lllp
N/A—7,789-7,789-100%$13.7K———
Geneos Wealth Management Inc.
N/A—5,950-5,950-100%$11.4K———
Allworth Financial LP
N/A—3,159-3,159-100%$6.0K———
Capital Analysts, LLC
N/A—2,794-2,794-100%$5———
Anchor Investment Management, LLC
N/A—1,920-1,920-100%$3.7K———
California State Teachers Retirement System
N/A—1,818-1,818-100%$3.5K———
Walleye Capital LLC
N/A—1,414-1,414-100%$2.7K———
Smithfield Trust Co
N/A—1,200-1,200-100%$2———
Atlantic Union Bankshares Corp
N/A—1,147-1,147-100%$2.2K———
Steward Partners Investment Advisory, LLC
N/A—1,106-1,106-100%$2.1K———
National Bank of Canada
N/A—1,027-1,027-100%$2.0K———
Godfrey Financial Associates, Inc.
N/A—1,000-1,000-100%$1.9K———
Northwestern Mutual Wealth Management Co
N/A—791-791-100%$1.5K———
Quarry LP
N/A—733-733-100%$1.4K———
UBS Asset Management Americas LLC
N/A—524-524-100%$1.0K———
UMB Bank, n.a.
N/A—500-500-100%$955———
Rockefeller Capital Management L.P.
N/A—451-451-100%$861———
Sittner & Nelson, LLC
N/A—428-428-100%$818———
Rothschild Investment LLC
N/A—236-236-100%$451———
BFC Planning, Inc.
N/A—235-235-100%$449———
SHP Wealth Management
N/A—165-165-100%$315———
Federation des caisses Desjardins du Quebec
N/A—150-150-100%$286———
Estabrook Capital Management
N/A—130-130-100%$248———
Harbour Investments, Inc.
N/A—125-125-100%$239———
IFG Advisory, LLC
N/A—23-23-100%$44———
Showing 201 of 201 institutions