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Farmland Partners Inc (FPI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Accordant Advisory Group Inc
INCREASED
Shares1,472,811 from 1,464,576
Change+8,235 (+1%)
Value$16.7M (+$2.5M)
Filed 2026-10-29
Geode Capital Management, LLC
DECREASED
Shares1,182,629 from 1,186,196
Change-3,567 (0%)
Value$13.4M (+$1.9M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares535,226 from 940,234
Change-405,008 (-43%)
Value$6.1M (-$3.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares261,383 from 275,112
Change-13,729 (-5%)
Value$3.0M (+$303.6K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares207,371 from 193,431
Change+13,940 (+7%)
Value$2.4M (+$481.2K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
NEW
Shares65,405
Change+65,405
Value$742.3K
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares57,119 from 64,191
Change-7,072 (-11%)
Value$648.3K (+$26.3K)
Filed 2026-11-06
Asset Management One Co., Ltd.
DECREASED
Shares54,863 from 54,971
Change-108 (0%)
Value$622.7K (+$90.6K)
Filed 2026-10-27
North Star Investment Management Corp.
INCREASED
Shares51,774 from 51,772
Change+2 (0%)
Value$587.6K (+$86.5K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares42,034 from 42,706
Change-672 (-2%)
Value$477.1K (+$63.7K)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
INCREASED
Shares40,984 from 20,576
Change+20,408 (+99%)
Value$465.2K (+$266.0K)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares37,966 from 30,029
Change+7,937 (+26%)
Value$430.9K (+$140.2K)
Filed 2026-11-05
Quantum Financial Partners LLC
NEW
Shares35,419
Change+35,419
Value$402.0K
Filed 2026-10-19
UMB Bank, n.a.
UNCHANGED
Shares31,600 from 31,600
Change0 (0%)
Value$358.7K (+$52.8K)
Filed 2026-11-06
Corecam Pte. Ltd.
INCREASED
Shares31,530 from 23,790
Change+7,740 (+33%)
Value$357.9K (+$127.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares29,240 from 18,397
Change+10,843 (+59%)
Value$306.7K (+$130.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares28,256 from 26,524
Change+1,732 (+7%)
Value$320.7K (+$63.9K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares25,321 from 13,139
Change+12,182 (+93%)
Value$287.4K (+$160.2K)
Filed 2026-11-02
State of Alaska, Department of Revenue
DECREASED
Shares24,341 from 24,909
Change-568 (-2%)
Value$254.0K (+$90.9K)
Filed 2026-10-15
Allen Capital Group, LLC
NEW
Shares22,667
Change+22,667
Value$257.3K
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares21,800 from 21,800
Change0 (0%)
Value$247.4K (+$36.4K)
Filed 2026-10-14
Oppenheimer & Co Inc
NEW
Shares21,398
Change+21,398
Value$242.9K
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares21,246 from 21,750
Change-504 (-2%)
Value$241.0K (+$30.0K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares20,953 from 17,021
Change+3,932 (+23%)
Value$237.8K (+$73.1K)
Filed 2026-10-20
Barclays PLC
INCREASED
Shares18,692 from 6,928
Change+11,764 (+170%)
Value$212.2K (+$145.1K)
Filed 2026-11-06
Daiwa Securities Group Inc.
UNCHANGED
Shares15,863 from 15,863
Change0 (0%)
Value$180.0K (+$26.5K)
Filed 2026-10-29
Capital Square, LLC
DECREASED
Shares14,701 from 20,445
Change-5,744 (-28%)
Value$166.9K (-$29.4K)
Filed 2026-10-19
Signaturefd, LLC
INCREASED
Shares14,118 from 431
Change+13,687 (+3176%)
Value$160.2K (+$156.1K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares14,087 from 12,909
Change+1,178 (+9%)
Value$159.9K (+$34.9K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares13,955 from 11,270
Change+2,685 (+24%)
Value$158.4K (+$49.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares13,183 from 13,025
Change+158 (+1%)
Value$149.6K (+$23.5K)
Filed 2026-11-02
Merit Financial Group, LLC
NEW
Shares12,607
Change+12,607
Value$143.1K
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares11,460 from 10,934
Change+526 (+5%)
Value$130.1K (+$24.2K)
Filed 2026-10-23
Sound Stewardship, LLC
NEW
Shares11,250
Change+11,250
Value$127.7K
Filed 2026-10-14
Pacific Park Financial, Inc.
NEW
Shares11,040
Change+11,040
Value$125.3K
Filed 2026-10-13
Strs Ohio
INCREASED
Shares10,700 from 7,500
Change+3,200 (+43%)
Value$121.4K (+$48.8K)
Filed 2026-10-30
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares10,206 from 14,380
Change-4,174 (-29%)
Value$115.8K (-$23.4K)
Filed 2026-11-09
Meriwether Wealth & Planning, LLC
NEW
Shares9,350
Change+9,350
Value$106.1K
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares8,275 from 7,433
Change+842 (+11%)
Value$93.9K (+$22.0K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
INCREASED
Shares3,223 from 2,834
Change+389 (+14%)
Value$36.6K (+$9.1K)
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares2,755 from 19,024
Change-16,269 (-86%)
Value$31.3K (-$152.9K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares2,316 from 2,237
Change+79 (+4%)
Value$26.3K (+$4.6K)
Filed 2026-11-05
Fortitude Family Office, LLC
NEW
Shares2,227
Change+2,227
Value$25.3K
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares2,058 from 658
Change+1,400 (+213%)
Value$23.4K (+$17.0K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares1,899 from 1,456
Change+443 (+30%)
Value$21.6K (+$7.5K)
Filed 2026-11-06
IFG Advisory, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$20.4K (+$3.0K)
Filed 2026-11-09
Archer Investment Corp
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$20.3K (+$3.0K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares949 from 707
Change+242 (+34%)
Value$10.8K (+$3.9K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$8.4K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares843 from 180
Change+663 (+368%)
Value$9.6K (+$7.8K)
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares830 from 386
Change+444 (+115%)
Value$9.4K (+$5.7K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares813 from 831
Change-18 (-2%)
Value$9.2K (+$1.2K)
Filed 2026-10-22
Elyxium Wealth, LLC
NEW
Shares636
Change+636
Value$7.2K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW
Shares565
Change+565
Value$6.4K
Filed 2026-10-16
SJS Investment Consulting Inc.
INCREASED
Shares539 from 5
Change+534 (+10680%)
Value$6.1K (+$6.1K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares416 from 429
Change-13 (-3%)
Value$4.7K (+$569)
Filed 2026-10-16
Versant Capital Management, Inc
DECREASED
Shares380 from 503
Change-123 (-24%)
Value$4.3K (-$556)
Filed 2026-10-02
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.4K (+$501)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
INCREASED
Shares296 from 157
Change+139 (+89%)
Value$3.4K (+$1.8K)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$3.2K (+$454)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares233 from 94
Change+139 (+148%)
Value$2.6K (+$1.7K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
INCREASED
Shares232 from 227
Change+5 (+2%)
Value$3 (+$1)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares211 from 156
Change+55 (+35%)
Value$2.4K (+$885)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares181
Change+181
Value$2.1K
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares169
Change+169
Value$1.9K
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares160 from 60
Change+100 (+167%)
Value$1.8K (+$1.2K)
Filed 2026-10-27
True Wealth Design, LLC
INCREASED
Shares126 from 48
Change+78 (+163%)
Value$1.4K (+$966)
Filed 2026-10-13
Financial Consulate, Inc
NEW
Shares114
Change+114
Value$1.3K
Filed 2026-10-23
Geneos Wealth Management Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$1.3K (+$190)
Filed 2026-11-09
Key Capital Management, Inc
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$1.2K (+$186)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.1K (+$167)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares93 from 77
Change+16 (+21%)
Value$1.1K (+$311)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares88 from 91
Change-3 (-3%)
Value$999 (+$118)
Filed 2026-10-20
Signature Equity Partners, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$956 (+$142)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
NEW
Shares66
Change+66
Value$750
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$533 (+$78)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares22 from 6
Change+16 (+267%)
Value$250 (+$191)
Filed 2026-11-06
Independence Bank of Kentucky
NEW
Shares20
Change+20
Value$227
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$204 (+$30)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares5
Change+5
Value$57
Filed 2026-11-04
Acadian Asset Management LLC
CLOSED
Shares0 from 198,919
Change-198,919 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-09
Principal Financial Group Inc
CLOSED
Shares0 from 93,823
Change-93,823 (-100%)
Value$0 (-$908.2K)
Filed 2026-11-02
Garner Asset Management Corp
CLOSED
Shares0 from 43,658
Change-43,658 (-100%)
Value$0 (-$424.5K)
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 12,227
Change-12,227 (-100%)
Value$0 (-$118.4K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,996
Change-10,996 (-100%)
Value$0 (-$106.4K)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 2,371
Change-2,371 (-100%)
Value$0 (-$23.0K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$629)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$494)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$11)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 4,162,165
Change-4,162,165 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,123,495
Change-2,123,495 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,738,179
Change-1,738,179 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,148,972
Change-1,148,972 (-100%)
Value—
State Street Corp
N/A
Shares— from 916,218
Change-916,218 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 813,588
Change-813,588 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 435,322
Change-435,322 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 390,400
Change-390,400 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 369,643
Change-369,643 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 357,784
Change-357,784 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 355,959
Change-355,959 (-100%)
Value—
Man Group plc
N/A
Shares— from 284,721
Change-284,721 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 267,609
Change-267,609 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 267,465
Change-267,465 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 259,763
Change-259,763 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 258,246
Change-258,246 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 245,589
Change-245,589 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 233,167
Change-233,167 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 222,406
Change-222,406 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 206,545
Change-206,545 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 196,929
Change-196,929 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 189,729
Change-189,729 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 176,076
Change-176,076 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 172,571
Change-172,571 (-100%)
Value—
UBS Group AG
N/A
Shares— from 151,960
Change-151,960 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 135,992
Change-135,992 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 120,142
Change-120,142 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 118,235
Change-118,235 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 116,100
Change-116,100 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 112,419
Change-112,419 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 102,070
Change-102,070 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 88,935
Change-88,935 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 87,299
Change-87,299 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 81,415
Change-81,415 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 79,633
Change-79,633 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 73,852
Change-73,852 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 69,980
Change-69,980 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 68,500
Change-68,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 57,784
Change-57,784 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 55,396
Change-55,396 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 53,230
Change-53,230 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 47,058
Change-47,058 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 46,624
Change-46,624 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 46,295
Change-46,295 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 46,040
Change-46,040 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 45,059
Change-45,059 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 44,577
Change-44,577 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 39,977
Change-39,977 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 38,300
Change-38,300 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 36,768
Change-36,768 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 36,748
Change-36,748 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 35,430
Change-35,430 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,866
Change-33,866 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,116
Change-31,116 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,003
Change-30,003 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 29,992
Change-29,992 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,523
Change-28,523 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 28,112
Change-28,112 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 25,641
Change-25,641 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 23,483
Change-23,483 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 22,217
Change-22,217 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,029
Change-22,029 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 21,131
Change-21,131 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,491
Change-19,491 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 18,992
Change-18,992 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 18,604
Change-18,604 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 15,375
Change-15,375 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,361
Change-15,361 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 14,455
Change-14,455 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,229
Change-14,229 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,348
Change-11,348 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,581
Change-2,581 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 875
Change-875 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 545
Change-545 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Quarry LP
N/A
Shares— from 243
Change-243 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Accordant Advisory Group Inc
INCREASED1,472,8111,464,576+8,235+1%$14.2M$16.7M+$2.5M2026-10-29
Geode Capital Management, LLC
DECREASED1,182,6291,186,196-3,5670%$11.5M$13.4M+$1.9M2026-11-06
Deutsche Bank Ag\
DECREASED535,226940,234-405,008-43%$9.1M$6.1M-$3.0M2026-11-06
Bank of New York Mellon Corp
DECREASED261,383275,112-13,729-5%$2.7M$3.0M+$303.6K2026-11-05
LPL Financial LLC
INCREASED207,371193,431+13,940+7%$1.9M$2.4M+$481.2K2026-11-06
Kestra Private Wealth Services, LLC
NEW65,405—+65,405——$742.3K—2026-11-06
Russell Investments Group, Ltd.
DECREASED57,11964,191-7,072-11%$622.0K$648.3K+$26.3K2026-11-06
Asset Management One Co., Ltd.
DECREASED54,86354,971-1080%$532.1K$622.7K+$90.6K2026-10-27
North Star Investment Management Corp.
INCREASED51,77451,772+20%$501.2K$587.6K+$86.5K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED42,03442,706-672-2%$413.4K$477.1K+$63.7K2026-10-29
Cherry Tree Wealth Management, LLC
INCREASED40,98420,576+20,408+99%$199.2K$465.2K+$266.0K2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED37,96630,029+7,937+26%$290.7K$430.9K+$140.2K2026-11-05
Quantum Financial Partners LLC
NEW35,419—+35,419——$402.0K—2026-10-19
UMB Bank, n.a.
UNCHANGED31,60031,60000%$305.9K$358.7K+$52.8K2026-11-06
Corecam Pte. Ltd.
INCREASED31,53023,790+7,740+33%$230.3K$357.9K+$127.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED29,24018,397+10,843+59%$176.6K$306.7K+$130.1K2026-10-13
Commonwealth Equity Services, LLC
INCREASED28,25626,524+1,732+7%$256.8K$320.7K+$63.9K2026-11-02
Creative Planning
INCREASED25,32113,139+12,182+93%$127.2K$287.4K+$160.2K2026-11-02
State of Alaska, Department of Revenue
DECREASED24,34124,909-568-2%$163.1K$254.0K+$90.9K2026-10-15
Allen Capital Group, LLC
NEW22,667—+22,667——$257.3K—2026-10-27
Hilltop National Bank
UNCHANGED21,80021,80000%$211.0K$247.4K+$36.4K2026-10-14
Oppenheimer & Co Inc
NEW21,398—+21,398——$242.9K—2026-10-26
Park Avenue Securities LLC
DECREASED21,24621,750-504-2%$211.0K$241.0K+$30.0K2026-10-26
Nisa Investment Advisors, LLC
INCREASED20,95317,021+3,932+23%$164.8K$237.8K+$73.1K2026-10-20
Barclays PLC
INCREASED18,6926,928+11,764+170%$67.1K$212.2K+$145.1K2026-11-06
Daiwa Securities Group Inc.
UNCHANGED15,86315,86300%$153.6K$180.0K+$26.5K2026-10-29
Capital Square, LLC
DECREASED14,70120,445-5,744-28%$196.3K$166.9K-$29.4K2026-10-19
Signaturefd, LLC
INCREASED14,118431+13,687+3176%$4.2K$160.2K+$156.1K2026-10-23
D.A. Davidson & Co.
INCREASED14,08712,909+1,178+9%$125.0K$159.9K+$34.9K2026-10-28
Creative Financial Designs Inc
INCREASED13,95511,270+2,685+24%$109.1K$158.4K+$49.3K2026-11-04
Kestra Advisory Services, LLC
INCREASED13,18313,025+158+1%$126.1K$149.6K+$23.5K2026-11-02
Merit Financial Group, LLC
NEW12,607—+12,607——$143.1K—2026-11-06
Evergreen Capital Management LLC
INCREASED11,46010,934+526+5%$105.8K$130.1K+$24.2K2026-10-23
Sound Stewardship, LLC
NEW11,250—+11,250——$127.7K—2026-10-14
Pacific Park Financial, Inc.
NEW11,040—+11,040——$125.3K—2026-10-13
Strs Ohio
INCREASED10,7007,500+3,200+43%$72.6K$121.4K+$48.8K2026-10-30
Police & Firemen's Retirement System of New Jersey
DECREASED10,20614,380-4,174-29%$139.2K$115.8K-$23.4K2026-11-09
Meriwether Wealth & Planning, LLC
NEW9,350—+9,350——$106.1K—2026-10-13
Fifth Third Bancorp
INCREASED8,2757,433+842+11%$72.0K$93.9K+$22.0K2026-11-05
Strengthening Families & Communities, LLC
INCREASED3,2232,834+389+14%$27.4K$36.6K+$9.1K2026-10-21
Citigroup Inc
DECREASED2,75519,024-16,269-86%$184.2K$31.3K-$152.9K2026-11-04
Larson Financial Group LLC
INCREASED2,3162,237+79+4%$21.7K$26.3K+$4.6K2026-11-05
Fortitude Family Office, LLC
NEW2,227—+2,227——$25.3K—2026-10-14
Farther Finance Advisors, LLC
INCREASED2,058658+1,400+213%$6.4K$23.4K+$17.0K2026-10-08
PNC Financial Services Group, Inc.
INCREASED1,8991,456+443+30%$14.1K$21.6K+$7.5K2026-11-06
IFG Advisory, LLC
UNCHANGED1,8001,80000%$17.4K$20.4K+$3.0K2026-11-09
Archer Investment Corp
UNCHANGED1,7881,78800%$17.3K$20.3K+$3.0K2026-11-05
Harbour Investments, Inc.
INCREASED949707+242+34%$6.8K$10.8K+$3.9K2026-11-09
Allworth Financial LP
UNCHANGED86686600%$8.4K$8.4K$02026-11-06
Parallel Advisors, LLC
INCREASED843180+663+368%$1.7K$9.6K+$7.8K2026-11-03
Gamma Investing LLC
INCREASED830386+444+115%$3.7K$9.4K+$5.7K2026-10-08
Sterling Capital Management LLC
DECREASED813831-18-2%$8.0K$9.2K+$1.2K2026-10-22
Elyxium Wealth, LLC
NEW636—+636——$7.2K—2026-10-27
Pension & Wealth Management Advisors, Inc.
NEW565—+565——$6.4K—2026-10-16
SJS Investment Consulting Inc.
INCREASED5395+534+10680%$49$6.1K+$6.1K2026-10-26
IFP Advisors, Inc
DECREASED416429-13-3%$4.2K$4.7K+$5692026-10-16
Versant Capital Management, Inc
DECREASED380503-123-24%$4.9K$4.3K-$5562026-10-02
MassMutual Private Wealth & Trust, FSB
UNCHANGED30030000%$2.9K$3.4K+$5012026-10-05
EverSource Wealth Advisors, LLC
INCREASED296157+139+89%$1.5K$3.4K+$1.8K2026-11-04
Compass Financial Management LLC
UNCHANGED28428400%$2.8K$3.2K+$4542026-10-30
TD Private Client Wealth LLC
INCREASED23394+139+148%$910$2.6K+$1.7K2026-10-28
Harbor Capital Advisors, Inc.
INCREASED232227+5+2%$2$3+$12026-10-22
Essential Partners LLC
INCREASED211156+55+35%$1.5K$2.4K+$8852026-10-14
Root Financial Partners, LLC
NEW181—+181——$2.1K—2026-10-21
Blue Trust, Inc.
NEW169—+169——$1.9K—2026-10-15
Parkside Financial Bank & Trust
INCREASED16060+100+167%$581$1.8K+$1.2K2026-10-27
True Wealth Design, LLC
INCREASED12648+78+163%$465$1.4K+$9662026-10-13
Financial Consulate, Inc
NEW114—+114——$1.3K—2026-10-23
Geneos Wealth Management Inc.
UNCHANGED11411400%$1.1K$1.3K+$1902026-11-09
Key Capital Management, Inc
INCREASED106105+1+1%$1.0K$1.2K+$1862026-11-03
US Bancorp \de\
UNCHANGED10010000%$968$1.1K+$1672026-11-05
Assetmark, Inc
INCREASED9377+16+21%$745$1.1K+$3112026-10-21
Private Trust Co NA
DECREASED8891-3-3%$881$999+$1182026-10-20
Signature Equity Partners, LLC
UNCHANGED848400%$814$956+$1422026-10-29
Physician Wealth Advisors, Inc.
NEW66—+66——$750—2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED474700%$455$533+$782026-10-16
Clearstead Advisors, LLC
INCREASED226+16+267%$59$250+$1912026-11-06
Independence Bank of Kentucky
NEW20—+20——$227—2026-10-26
Key FInancial Inc
UNCHANGED181800%$174$204+$302026-11-02
Nova Financial LLC
NEW5—+5——$57—2026-11-04
Acadian Asset Management LLC
CLOSED0198,919-198,919-100%$1.9M$0-$1.9M2026-11-09
Principal Financial Group Inc
CLOSED093,823-93,823-100%$908.2K$0-$908.2K2026-11-02
Garner Asset Management Corp
CLOSED043,658-43,658-100%$424.5K$0-$424.5K2026-10-30
Imc-Chicago, LLC
CLOSED012,227-12,227-100%$118.4K$0-$118.4K2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED010,996-10,996-100%$106.4K$0-$106.4K2026-10-16
Caitong International Asset Management Co., Ltd
CLOSED02,371-2,371-100%$23.0K$0-$23.0K2026-10-29
Simplex Trading, LLC
CLOSED01,304-1,304-100%$12.6K$0-$12.6K2026-11-04
Institute for Wealth Management, Llc.
CLOSED0210-210-100%$2.0K$0-$2.0K2026-11-06
Cornerstone Planning Group LLC
CLOSED0123-123-100%$1.2K$0-$1.2K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED065-65-100%$629$0-$6292026-10-14
Silver Grove Financial Group, Inc.
CLOSED051-51-100%$494$0-$4942026-11-05
AdvisorNet Financial, Inc
CLOSED01-1-100%$11$0-$112026-10-15
BlackRock, Inc.
N/A—4,162,165-4,162,165-100%$40.3M———
Vanguard Portfolio Management LLC
N/A—2,123,495-2,123,495-100%$20.6M———
Vanguard Capital Management LLC
N/A—1,738,179-1,738,179-100%$16.8M———
Two Sigma Investments, LP
N/A—1,148,972-1,148,972-100%$11.1M———
State Street Corp
N/A—916,218-916,218-100%$8.9M———
Uniplan Investment Counsel, Inc.
N/A—813,588-813,588-100%$7.9M———
Charles Schwab Investment Management Inc
N/A—435,322-435,322-100%$4.2M———
Renaissance Technologies LLC
N/A—390,400-390,400-100%$3.8M———
Northern Trust Corp
N/A—369,643-369,643-100%$3.6M———
Morgan Stanley
N/A—357,784-357,784-100%$3.5M———
Tudor Investment Corp ET AL
N/A—355,959-355,959-100%$3.4M———
Man Group plc
N/A—284,721-284,721-100%$2.8M———
Clark Capital Management Group, Inc.
N/A—267,609-267,609-100%$2.6M———
Vanguard Fiduciary Trust Co
N/A—267,465-267,465-100%$2.6M———
Goldman Sachs Group Inc
N/A—259,763-259,763-100%$2.5M———
JPMorgan Chase & Co
N/A—258,246-258,246-100%$2.5M———
Bcgm Wealth Management, LLC
N/A—245,589-245,589-100%$2.4M———
AQR Capital Management LLC
N/A—233,167-233,167-100%$2.3M———
Envestnet Asset Management Inc
N/A—222,406-222,406-100%$2.2M———
Marshall Wace, LLP
N/A—206,545-206,545-100%$2.0M———
Raymond James Financial Inc
N/A—196,929-196,929-100%$1.9M———
Cauble & Harre Wealth Management, Inc.
N/A—189,729-189,729-100%$1.8M———
D. E. Shaw & Co., Inc.
N/A—176,076-176,076-100%$1.7M———
Millennium Management LLC
N/A—172,571-172,571-100%$1.7M———
UBS Group AG
N/A—151,960-151,960-100%$1.5M———
GSA Capital Partners LLP
N/A—135,992-135,992-100%$1.3M———
Invesco Ltd.
N/A—120,142-120,142-100%$1.2M———
Franklin Resources Inc
N/A—118,235-118,235-100%$1.1M———
Denali Advisors LLC
N/A—116,100-116,100-100%$1.1M———
XTX Topco Ltd
N/A—112,419-112,419-100%$1.1M———
Zacks Investment Management
N/A—102,070-102,070-100%$988.0K———
Mercer Global Advisors Inc
N/A—88,935-88,935-100%$860.9K———
Citadel Advisors LLC
N/A—87,299-87,299-100%$845.1K———
Janney Montgomery Scott LLC
N/A—81,415-81,415-100%$788.0K———
Nuveen, LLC
N/A—79,633-79,633-100%$770.8K———
ExodusPoint Capital Management, LP
N/A—73,852-73,852-100%$714.9K———
Quantinno Capital Management LP
N/A—69,980-69,980-100%$677.4K———
Nomura Asset Management Co LTD
N/A—68,500-68,500-100%$663.1K———
Cetera Investment Advisers
N/A—57,784-57,784-100%$559.3K———
Rhumbline Advisers
N/A—55,396-55,396-100%$536.2K———
Alliancebernstein L.P.
N/A—53,230-53,230-100%$597.8K———
Petra Financial Advisors Inc
N/A—47,058-47,058-100%$455.5K———
Wells Fargo & Company
N/A—46,624-46,624-100%$451.3K———
Qube Research & Technologies Ltd
N/A—46,295-46,295-100%$448.1K———
Public Employees Retirement System of Ohio
N/A—46,040-46,040-100%$445.7K———
Bank of America Corp
N/A—45,059-45,059-100%$436.2K———
New York State Common Retirement Fund
N/A—44,577-44,577-100%$431.5K———
Red Door Wealth Management, LLC
N/A—39,977-39,977-100%$387.0K———
Canada Pension Plan Investment Board
N/A—38,300-38,300-100%$370.7K———
Engineers Gate Manager LP
N/A—36,768-36,768-100%$355.9K———
Comprehensive Money Management Services LLC
N/A—36,748-36,748-100%$355.7K———
Osaic Holdings, Inc.
N/A—35,430-35,430-100%$343.0K———
Price T Rowe Associates Inc
N/A—33,866-33,866-100%$328.0K———
NewEdge Wealth, LLC
N/A—31,116-31,116-100%$301.2K———
Royal Bank of Canada
N/A—30,003-30,003-100%$290.0K———
Stifel Financial Corp
N/A—29,992-29,992-100%$290.3K———
Susquehanna International Group, LLP
N/A—28,523-28,523-100%$276.1K———
EntryPoint Capital, LLC
N/A—28,112-28,112-100%$272.1K———
Focus Partners Wealth
N/A—25,641-25,641-100%$248.2K———
Jane Street Group, LLC
N/A—24,972-24,972-100%$241.7K———
MetLife Investment Management, LLC
N/A—24,054-24,054-100%$232.8K———
American Century Companies Inc
N/A—23,483-23,483-100%$227.3K———
Jones Financial Companies Lllp
N/A—22,217-22,217-100%$220.2K———
IEQ Capital, LLC
N/A—22,029-22,029-100%$213.2K———
Principal Securities, Inc.
N/A—21,131-21,131-100%$204.6K———
BNP Paribas Financial Markets
N/A—19,491-19,491-100%$188.7K———
Brookwood Investment Group LLC
N/A—19,159-19,159-100%$185.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—18,992-18,992-100%$183.8K———
Resona Asset Management Co.,Ltd.
N/A—18,604-18,604-100%$181.6K———
Cornerstone Investment Partners, LLC
N/A—17,251-17,251-100%$167.0K———
Ballentine Partners, LLC
N/A—16,030-16,030-100%$155.2K———
Parvin Asset Management, LLC
N/A—15,375-15,375-100%$148.8K———
Vanguard Global Advisers, LLC
N/A—15,361-15,361-100%$148.7K———
Mariner, LLC
N/A—14,895-14,895-100%$144.2K———
State Board of Administration of Florida Retirement System
N/A—14,455-14,455-100%$139.9K———
Cerity Partners LLC
N/A—14,229-14,229-100%$137.7K———
Legacy Wealth Managment, LLC
N/A—13,215-13,215-100%$127.9K———
Winton Group Ltd
N/A—12,349-12,349-100%$119.5K———
Manufacturers Life Insurance Company, the
N/A—11,348-11,348-100%$109.8K———
State of Wisconsin Investment Board
N/A—10,222-10,222-100%$98.9K———
Federation des caisses Desjardins du Quebec
N/A—4,376-4,376-100%$42.3K———
FMR LLC
N/A—4,150-4,150-100%$40.2K———
Legal & General Group Plc
N/A—4,041-4,041-100%$39.1K———
Pinnacle Holdings, LLC
N/A—3,173-3,173-100%$30.7K———
Ameritas Investment Partners, Inc.
N/A—3,156-3,156-100%$30.6K———
Optiver Holding B.V.
N/A—2,808-2,808-100%$27.2K———
Arax Advisory Partners
N/A—2,581-2,581-100%$25.0K———
Quantbot Technologies LP
N/A—2,005-2,005-100%$19.4K———
Tower Research Capital LLC (TRC)
N/A—1,753-1,753-100%$17.0K———
Huntington National Bank
N/A—1,375-1,375-100%$13.3K———
Global Retirement Partners, LLC
N/A—1,274-1,274-100%$12.3K———
UBS Asset Management Americas LLC
N/A—1,165-1,165-100%$11.3K———
Steward Partners Investment Advisory, LLC
N/A—1,005-1,005-100%$9.7K———
NewEdge Advisors, LLC
N/A—1,000-1,000-100%$9.7K———
Ogorek Anthony Joseph
N/A—875-875-100%$8———
Delta Asset Management LLC
N/A—667-667-100%$6.5K———
Capital Analysts, LLC
N/A—571-571-100%$6———
California State Teachers Retirement System
N/A—545-545-100%$5.3K———
Rothschild Investment LLC
N/A—352-352-100%$3.4K———
Glen Eagle Advisors, LLC
N/A—315-315-100%$3.0K———
Truvestments Capital LLC
N/A—300-300-100%$2.9K———
Quarry LP
N/A—243-243-100%$2.4K———
Marshall Investment Management, LLC
N/A—150-150-100%$1.5K———
Basepoint Wealth LLC
N/A—133-133-100%$1.3K———
Transamerica Financial Advisors, LLC
N/A—19-19-100%$183———
Dunhill Financial, LLC
N/A—1-1-100%$14———
Showing 198 of 198 institutions