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Fathom Holdings Inc (FTHM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares228,907 from 218,358
Change+10,549 (+5%)
Value$99.7K (-$121.0K)
Filed 2026-11-06
AMG National Trust Bank
UNCHANGED
Shares207,590 from 207,590
Change0 (0%)
Value$90.4K (-$119.3K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
UNCHANGED
Shares81,467 from 81,467
Change0 (0%)
Value$35.5K (-$46.8K)
Filed 2026-10-16
FNY Investment Advisers, LLC
DECREASED
Shares30,019 from 282,850
Change-252,831 (-89%)
Value$13.0K (+$12.7K)
Filed 2026-10-16
Claro Advisors Inc.
NEW
Shares15,750
Change+15,750
Value$6.9K
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares13,138 from 16,096
Change-2,958 (-18%)
Value$5.7K (-$10.5K)
Filed 2026-11-06
Sapient Capital LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$5.4K (-$7.2K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
UNCHANGED
Shares11,980 from 11,980
Change0 (0%)
Value$5.2K (-$6.9K)
Filed 2026-11-03
US Bancorp \de\
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$44 (-$59)
Filed 2026-11-05
Barclays PLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$31 (-$42)
Filed 2026-11-06
SBI Securities Co., Ltd.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$9 (-$11)
Filed 2026-10-22
StoneX Group Inc.
CLOSED
Shares0 from 58,945
Change-58,945 (-100%)
Value$0 (-$45.7K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 12,402
Change-12,402 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-19
Simplex Trading, LLC
CLOSED
Shares0 from 1,130
Change-1,130 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
Blue Trust, Inc.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$63)
Filed 2026-10-15
Vanguard Capital Management LLC
N/A
Shares— from 732,186
Change-732,186 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 494,187
Change-494,187 (-100%)
Value—
Vazirani Asset Management LLC
N/A
Shares— from 394,274
Change-394,274 (-100%)
Value—
Veradace Capital Management LLC
N/A
Shares— from 342,000
Change-342,000 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 318,356
Change-318,356 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 204,101
Change-204,101 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 151,940
Change-151,940 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 140,333
Change-140,333 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 108,872
Change-108,872 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 98,453
Change-98,453 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 92,283
Change-92,283 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 79,700
Change-79,700 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 69,882
Change-69,882 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 62,747
Change-62,747 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 48,414
Change-48,414 (-100%)
Value—
State Street Corp
N/A
Shares— from 48,327
Change-48,327 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 43,922
Change-43,922 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 42,966
Change-42,966 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 38,610
Change-38,610 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,929
Change-10,929 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 919
Change-919 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED228,907218,358+10,549+5%$220.6K$99.7K-$121.0K2026-11-06
AMG National Trust Bank
UNCHANGED207,590207,59000%$209.7K$90.4K-$119.3K2026-11-05
Concurrent Investment Advisors, LLC
UNCHANGED81,46781,46700%$82.3K$35.5K-$46.8K2026-10-16
FNY Investment Advisers, LLC
DECREASED30,019282,850-252,831-89%$285$13.0K+$12.7K2026-10-16
Claro Advisors Inc.
NEW15,750—+15,750——$6.9K—2026-11-02
LPL Financial LLC
DECREASED13,13816,096-2,958-18%$16.3K$5.7K-$10.5K2026-11-06
Sapient Capital LLC
UNCHANGED12,50012,50000%$12.6K$5.4K-$7.2K2026-10-08
Ascentis Wealth Management, LLC
UNCHANGED11,98011,98000%$12.1K$5.2K-$6.9K2026-11-03
US Bancorp \de\
UNCHANGED10210200%$103$44-$592026-11-05
Barclays PLC
UNCHANGED727200%$73$31-$422026-11-06
SBI Securities Co., Ltd.
UNCHANGED202000%$20$9-$112026-10-22
StoneX Group Inc.
CLOSED058,945-58,945-100%$45.7K$0-$45.7K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED012,402-12,402-100%$12.5K$0-$12.5K2026-10-19
Simplex Trading, LLC
CLOSED01,130-1,130-100%$1.1K$0-$1.1K2026-11-04
Blue Trust, Inc.
CLOSED062-62-100%$63$0-$632026-10-15
Vanguard Capital Management LLC
N/A—732,186-732,186-100%$739.5K———
Jane Street Group, LLC
N/A—494,187-494,187-100%$499.1K———
Vazirani Asset Management LLC
N/A—394,274-394,274-100%$398.2K———
Veradace Capital Management LLC
N/A—342,000-342,000-100%$345.4K———
Prelude Capital Management, LLC
N/A—318,356-318,356-100%$321.5K———
North Star Asset Management Inc
N/A—204,101-204,101-100%$206.1K———
HRT Financial LP
N/A—151,940-151,940-100%$153.0K———
Susquehanna International Group, LLP
N/A—140,333-140,333-100%$141.7K———
Virtu Financial LLC
N/A—108,872-108,872-100%$110.0K———
Union Square Park Capital Management, LLC
N/A—98,453-98,453-100%$99.4K———
Vanguard Fiduciary Trust Co
N/A—92,283-92,283-100%$93.2K———
Renaissance Technologies LLC
N/A—79,700-79,700-100%$80.5K———
JB Capital Partners LP
N/A—69,882-69,882-100%$70.6K———
XTX Topco Ltd
N/A—62,747-62,747-100%$63.4K———
Northern Trust Corp
N/A—48,414-48,414-100%$48.9K———
State Street Corp
N/A—48,327-48,327-100%$48.8K———
BlackRock, Inc.
N/A—43,922-43,922-100%$44.4K———
Aristides Capital LLC
N/A—42,966-42,966-100%$43.4K———
Requisite Capital Management, LLC
N/A—38,610-38,610-100%$39.0K———
Raymond James Financial Inc
N/A—20,100-20,100-100%$20.3K———
HighTower Advisors, LLC
N/A—12,500-12,500-100%$12.6K———
UBS Group AG
N/A—10,929-10,929-100%$11.0K———
Vanguard Global Advisers, LLC
N/A—1,866-1,866-100%$1.9K———
Osaic Holdings, Inc.
N/A—1,370-1,370-100%$1.4K———
Rothschild Investment LLC
N/A—1,000-1,000-100%$1.0K———
Tower Research Capital LLC (TRC)
N/A—919-919-100%$928———
Smartleaf Asset Management LLC
N/A—17-17-100%$19———
Morgan Stanley
N/A—1-1-100%$1———
Showing 43 of 43 institutions