Financial Institutions Inc (FISI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares1,048,662 from 1,002,481

Change+46,181 (+5%)

Value$40.9M (+$1.8M)

Filed 2026-11-04

Palisades Investment Partners, LLC

INCREASED

Shares173,603 from 150,826

Change+22,777 (+15%)

Value$6.8M (+$897.1K)

Filed 2026-11-03

Canandaigua National Bank & Trust Co

DECREASED

Shares149,700 from 154,106

Change-4,406 (-3%)

Value$5.8M (-$170.2K)

Filed 2026-10-07

Courier Capital LLC

INCREASED

Shares121,585 from 119,133

Change+2,452 (+2%)

Value$4.7M (+$96.7K)

Filed 2026-10-19

Bank of New York Mellon Corp

DECREASED

Shares115,220 from 117,844

Change-2,624 (-2%)

Value$4.5M (-$101.1K)

Filed 2026-11-05

Inspire Investing, LLC

NEW

Shares61,146

Change+61,146

Value$2.4M

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares58,003 from 57,721

Change+282 (+0%)

Value$2.3M (+$11.5K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares44,726 from 14,118

Change+30,608 (+217%)

Value$1.7M (+$1.2M)

Filed 2026-10-13

Y-Intercept (Hong Kong) Ltd

NEW

Shares37,161

Change+37,161

Value$1.4M

Filed 2026-10-16

MacKenzie Financial Corp

NEW

Shares35,805

Change+35,805

Value$1.4M

Filed 2026-11-02

Creative Planning

INCREASED

Shares26,964 from 23,631

Change+3,333 (+14%)

Value$1.1M (+$130.2K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares24,600 from 19,800

Change+4,800 (+24%)

Value$958.9K (+$187.3K)

Filed 2026-10-30

Bailard, Inc.

INCREASED

Shares23,800 from 13,400

Change+10,400 (+78%)

Value$927.7K (+$405.5K)

Filed 2026-10-13

SummerHaven Investment Management, LLC

NEW

Shares23,539

Change+23,539

Value$917.6K

Filed 2026-10-19

Thrivent Financial for Lutherans

DECREASED

Shares22,242 from 33,657

Change-11,415 (-34%)

Value$867.0K (-$445.0K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares15,082 from 17,847

Change-2,765 (-15%)

Value$587.9K (-$107.6K)

Filed 2026-11-04

Alps Advisors Inc

DECREASED

Shares14,151 from 16,572

Change-2,421 (-15%)

Value$551.6K (-$94.2K)

Filed 2026-11-03

Daytona Street Capital LLC

NEW

Shares8,000

Change+8,000

Value$317.4K

Filed 2026-10-15

Sterling Capital Management LLC

DECREASED

Shares7,674 from 7,687

Change-13 (0%)

Value$299.1K (-$429)

Filed 2026-10-22

Tompkins Financial Corp

UNCHANGED

Shares2,739 from 2,739

Change0 (0%)

Value$106.8K (+$27)

Filed 2026-10-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares2,021 from 2,021

Change0 (0%)

Value$78.8K (+$21)

Filed 2026-10-27

Larson Financial Group LLC

UNCHANGED

Shares1,010 from 1,010

Change0 (0%)

Value$39.4K (+$14)

Filed 2026-11-05

First Horizon Corp

INCREASED

Shares899 from 641

Change+258 (+40%)

Value$35.0K (+$10.1K)

Filed 2026-10-26

State of Alaska, Department of Revenue

NEW

Shares741

Change+741

Value$28

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares651 from 546

Change+105 (+19%)

Value$25.4K (+$4.1K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares450 from 982

Change-532 (-54%)

Value$17.5K (-$20.7K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

DECREASED

Shares371 from 397

Change-26 (-7%)

Value$14.5K (-$1.0K)

Filed 2026-11-04

Versant Capital Management, Inc

UNCHANGED

Shares274 from 274

Change0 (0%)

Value$10.7K (+$3)

Filed 2026-10-02

Farther Finance Advisors, LLC

DECREASED

Shares237 from 254

Change-17 (-7%)

Value$9.2K (-$660)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares229 from 11

Change+218 (+1982%)

Value$8.9K (+$8.5K)

Filed 2026-10-26

Nisa Investment Advisors, LLC

UNCHANGED

Shares213 from 213

Change0 (0%)

Value$8.4K (+$2)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

DECREASED

Shares167 from 171

Change-4 (-2%)

Value$6.5K (-$153)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares124 from 124

Change0 (0%)

Value$4.8K (+$2)

Filed 2026-10-16

Essential Partners LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$4.6K (+$2)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares103

Change+103

Value$4.0K

Filed 2026-10-21

GK Wealth Management LLC

NEW

Shares90

Change+90

Value$3.5K

Filed 2026-10-09

Clark Wealth Partners

NEW

Shares78

Change+78

Value$3.1K

Filed 2026-10-19

Parkside Financial Bank & Trust

INCREASED

Shares50 from 40

Change+10 (+25%)

Value$2.0K (+$391)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.6K (+$1)

Filed 2026-10-13

Capital Advisors, Ltd. LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$2 ($0)

Filed 2026-10-27

Assetmark, Inc

INCREASED

Shares14 from 4

Change+10 (+250%)

Value$546 (+$390)

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$429 ($0)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares9 from 7

Change+2 (+29%)

Value$0 ($0)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares8

Change+8

Value$312

Filed 2026-10-30

James T. Borello RIA

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$156 ($0)

Filed 2026-10-16

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$41 (+$2)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$39 ($0)

Filed 2026-10-15

SBI Securities Co., Ltd.

CLOSED

Shares0 from 255

Change-255 (-100%)

Value$0 (-$9.9K)

Filed 2026-10-22

Stone House Investment Management, LLC

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-23

Simplex Trading, LLC

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 (-$1.8K)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$234)

Filed 2026-10-07

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$39)

Filed 2026-10-29

PL Capital Advisors, LLCA

N/A

Shares— from 1,816,102

Change-1,816,102 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,667,260

Change-1,667,260 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 841,166

Change-841,166 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 834,969

Change-834,969 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 593,367

Change-593,367 (-100%)

Value—

State Street Corp

N/A

Shares— from 592,493

Change-592,493 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 586,724

Change-586,724 (-100%)

Value—

Ategra Capital Management, LLC

N/A

Shares— from 564,100

Change-564,100 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 457,098

Change-457,098 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 404,980

Change-404,980 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 349,611

Change-349,611 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 263,033

Change-263,033 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 251,498

Change-251,498 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 249,200

Change-249,200 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 248,283

Change-248,283 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 245,258

Change-245,258 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 234,920

Change-234,920 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 216,109

Change-216,109 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 199,502

Change-199,502 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 193,831

Change-193,831 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 179,800

Change-179,800 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 179,154

Change-179,154 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 176,215

Change-176,215 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 162,212

Change-162,212 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 136,904

Change-136,904 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 130,123

Change-130,123 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 128,688

Change-128,688 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 109,154

Change-109,154 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 100,017

Change-100,017 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 85,480

Change-85,480 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 76,010

Change-76,010 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 74,811

Change-74,811 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 71,468

Change-71,468 (-100%)

Value—

FMR LLC

N/A

Shares— from 65,944

Change-65,944 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 65,739

Change-65,739 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 62,979

Change-62,979 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 62,015

Change-62,015 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 52,741

Change-52,741 (-100%)

Value—

Bayview Asset Management, LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 49,428

Change-49,428 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 46,241

Change-46,241 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 41,548

Change-41,548 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 41,541

Change-41,541 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 40,042

Change-40,042 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 38,254

Change-38,254 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 37,800

Change-37,800 (-100%)

Value—

Man Group plc

N/A

Shares— from 37,570

Change-37,570 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 37,429

Change-37,429 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 32,892

Change-32,892 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 31,793

Change-31,793 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 30,790

Change-30,790 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 26,068

Change-26,068 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 25,431

Change-25,431 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 23,839

Change-23,839 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 23,393

Change-23,393 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 21,546

Change-21,546 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 20,707

Change-20,707 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 19,427

Change-19,427 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 19,219

Change-19,219 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,948

Change-16,948 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,499

Change-16,499 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 16,185

Change-16,185 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 15,812

Change-15,812 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 15,129

Change-15,129 (-100%)

Value—

Oppenheimer & Close, LLC

N/A

Shares— from 14,500

Change-14,500 (-100%)

Value—

UBS Group AG

N/A

Shares— from 13,023

Change-13,023 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 12,741

Change-12,741 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 12,162

Change-12,162 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,705

Change-11,705 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 11,447

Change-11,447 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 11,144

Change-11,144 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 11,043

Change-11,043 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 10,995

Change-10,995 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 10,598

Change-10,598 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,073

Change-9,073 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 8,833

Change-8,833 (-100%)

Value—

Barclays PLC

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Stonebrook Private Inc.

N/A

Shares— from 8,759

Change-8,759 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,625

Change-8,625 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 8,310

Change-8,310 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,836

Change-7,836 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 7,517

Change-7,517 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 7,450

Change-7,450 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 7,108

Change-7,108 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 6,892

Change-6,892 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,554

Change-6,554 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 5,625

Change-5,625 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,383

Change-5,383 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,990

Change-3,990 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 3,705

Change-3,705 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,251

Change-3,251 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,256

Change-2,256 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,613

Change-1,613 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,565

Change-1,565 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,557

Change-1,557 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,426

Change-1,426 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,364

Change-1,364 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 657

Change-657 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 550

Change-550 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 507

Change-507 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 338

Change-338 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 271

Change-271 (-100%)

Value—

Community Bank, N.A.

N/A

Shares— from 250

Change-250 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 192

Change-192 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 60

Change-60 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 46

Change-46 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,048,662	1,002,481	+46,181	+5%	$39.1M	$40.9M	+$1.8M	2026-11-04
Palisades Investment Partners, LLC	INCREASED	173,603	150,826	+22,777	+15%	$5.9M	$6.8M	+$897.1K	2026-11-03
Canandaigua National Bank & Trust Co	DECREASED	149,700	154,106	-4,406	-3%	$6.0M	$5.8M	-$170.2K	2026-10-07
Courier Capital LLC	INCREASED	121,585	119,133	+2,452	+2%	$4.6M	$4.7M	+$96.7K	2026-10-19
Bank of New York Mellon Corp	DECREASED	115,220	117,844	-2,624	-2%	$4.6M	$4.5M	-$101.1K	2026-11-05
Inspire Investing, LLC	NEW	61,146	—	+61,146	—	—	$2.4M	—	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	58,003	57,721	+282	+0%	$2.2M	$2.3M	+$11.5K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	44,726	14,118	+30,608	+217%	$548.5K	$1.7M	+$1.2M	2026-10-13
Y-Intercept (Hong Kong) Ltd	NEW	37,161	—	+37,161	—	—	$1.4M	—	2026-10-16
MacKenzie Financial Corp	NEW	35,805	—	+35,805	—	—	$1.4M	—	2026-11-02
Creative Planning	INCREASED	26,964	23,631	+3,333	+14%	$920.9K	$1.1M	+$130.2K	2026-11-02
Strs Ohio	INCREASED	24,600	19,800	+4,800	+24%	$771.6K	$958.9K	+$187.3K	2026-10-30
Bailard, Inc.	INCREASED	23,800	13,400	+10,400	+78%	$522.2K	$927.7K	+$405.5K	2026-10-13
SummerHaven Investment Management, LLC	NEW	23,539	—	+23,539	—	—	$917.6K	—	2026-10-19
Thrivent Financial for Lutherans	DECREASED	22,242	33,657	-11,415	-34%	$1.3M	$867.0K	-$445.0K	2026-11-05
Citigroup Inc	DECREASED	15,082	17,847	-2,765	-15%	$695.5K	$587.9K	-$107.6K	2026-11-04
Alps Advisors Inc	DECREASED	14,151	16,572	-2,421	-15%	$645.8K	$551.6K	-$94.2K	2026-11-03
Daytona Street Capital LLC	NEW	8,000	—	+8,000	—	—	$317.4K	—	2026-10-15
Sterling Capital Management LLC	DECREASED	7,674	7,687	-13	0%	$299.6K	$299.1K	-$429	2026-10-22
Tompkins Financial Corp	UNCHANGED	2,739	2,739	0	0%	$106.7K	$106.8K	+$27	2026-10-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	2,021	2,021	0	0%	$78.8K	$78.8K	+$21	2026-10-27
Larson Financial Group LLC	UNCHANGED	1,010	1,010	0	0%	$39.4K	$39.4K	+$14	2026-11-05
First Horizon Corp	INCREASED	899	641	+258	+40%	$25.0K	$35.0K	+$10.1K	2026-10-26
State of Alaska, Department of Revenue	NEW	741	—	+741	—	—	$28	—	2026-10-15
Gamma Investing LLC	INCREASED	651	546	+105	+19%	$21.3K	$25.4K	+$4.1K	2026-10-08
Fifth Third Bancorp	DECREASED	450	982	-532	-54%	$38.3K	$17.5K	-$20.7K	2026-11-05
EverSource Wealth Advisors, LLC	DECREASED	371	397	-26	-7%	$15.5K	$14.5K	-$1.0K	2026-11-04
Versant Capital Management, Inc	UNCHANGED	274	274	0	0%	$10.7K	$10.7K	+$3	2026-10-02
Farther Finance Advisors, LLC	DECREASED	237	254	-17	-7%	$9.9K	$9.2K	-$660	2026-10-08
SJS Investment Consulting Inc.	INCREASED	229	11	+218	+1982%	$429	$8.9K	+$8.5K	2026-10-26
Nisa Investment Advisors, LLC	UNCHANGED	213	213	0	0%	$8.4K	$8.4K	+$2	2026-10-20
Silver Grove Financial Group, Inc.	DECREASED	167	171	-4	-2%	$6.7K	$6.5K	-$153	2026-11-05
IFP Advisors, Inc	UNCHANGED	124	124	0	0%	$4.8K	$4.8K	+$2	2026-10-16
Essential Partners LLC	UNCHANGED	118	118	0	0%	$4.6K	$4.6K	+$2	2026-10-14
Root Financial Partners, LLC	NEW	103	—	+103	—	—	$4.0K	—	2026-10-21
GK Wealth Management LLC	NEW	90	—	+90	—	—	$3.5K	—	2026-10-09
Clark Wealth Partners	NEW	78	—	+78	—	—	$3.1K	—	2026-10-19
Parkside Financial Bank & Trust	INCREASED	50	40	+10	+25%	$1.6K	$2.0K	+$391	2026-10-27
True Wealth Design, LLC	UNCHANGED	40	40	0	0%	$1.6K	$1.6K	+$1	2026-10-13
Capital Advisors, Ltd. LLC	UNCHANGED	39	39	0	0%	$2	$2	$0	2026-10-27
Assetmark, Inc	INCREASED	14	4	+10	+250%	$156	$546	+$390	2026-10-21
US Bancorp \de\	UNCHANGED	11	11	0	0%	$429	$429	$0	2026-11-05
Covestor Ltd	INCREASED	9	7	+2	+29%	$0	$0	$0	2026-10-30
Provenance Wealth Advisors, LLC	NEW	8	—	+8	—	—	$312	—	2026-10-30
James T. Borello RIA	UNCHANGED	4	4	0	0%	$156	$156	$0	2026-10-16
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$39	$41	+$2	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$39	$39	$0	2026-10-15
SBI Securities Co., Ltd.	CLOSED	0	255	-255	-100%	$9.9K	$0	-$9.9K	2026-10-22
Stone House Investment Management, LLC	CLOSED	0	115	-115	-100%	$4.5K	$0	-$4.5K	2026-10-23
Simplex Trading, LLC	CLOSED	0	47	-47	-100%	$1.8K	$0	-$1.8K	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	6	-6	-100%	$234	$0	-$234	2026-10-07
Caitong International Asset Management Co., Ltd	CLOSED	0	1	-1	-100%	$39	$0	-$39	2026-10-29
PL Capital Advisors, LLCA	N/A	—	1,816,102	-1,816,102	-100%	$70.8M	—	—	—
BlackRock, Inc.	N/A	—	1,667,260	-1,667,260	-100%	$65.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	841,166	-841,166	-100%	$32.8M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	834,969	-834,969	-100%	$32.5M	—	—	—
Acadian Asset Management LLC	N/A	—	593,367	-593,367	-100%	$23.1M	—	—	—
State Street Corp	N/A	—	592,493	-592,493	-100%	$23.3M	—	—	—
Geode Capital Management, LLC	N/A	—	586,724	-586,724	-100%	$22.9M	—	—	—
Ategra Capital Management, LLC	N/A	—	564,100	-564,100	-100%	$22.0M	—	—	—
Two Sigma Investments, LP	N/A	—	457,098	-457,098	-100%	$17.8M	—	—	—
JPMorgan Chase & Co	N/A	—	404,980	-404,980	-100%	$15.7M	—	—	—
American Century Companies Inc	N/A	—	349,611	-349,611	-100%	$13.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	263,033	-263,033	-100%	$10.3M	—	—	—
AQR Capital Management LLC	N/A	—	251,498	-251,498	-100%	$9.8M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	249,200	-249,200	-100%	$9.7M	—	—	—
Raymond James Financial Inc	N/A	—	248,283	-248,283	-100%	$9.7M	—	—	—
Alliancebernstein L.P.	N/A	—	245,258	-245,258	-100%	$7.8M	—	—	—
Morgan Stanley	N/A	—	234,920	-234,920	-100%	$9.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	216,109	-216,109	-100%	$8.4M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	199,502	-199,502	-100%	$7.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	193,831	-193,831	-100%	$7.6M	—	—	—
LSV Asset Management	N/A	—	179,800	-179,800	-100%	$7.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	179,154	-179,154	-100%	$7.0M	—	—	—
Northern Trust Corp	N/A	—	176,215	-176,215	-100%	$6.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	162,212	-162,212	-100%	$6.3M	—	—	—
Renaissance Technologies LLC	N/A	—	136,904	-136,904	-100%	$5.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	130,123	-130,123	-100%	$5.1M	—	—	—
Bank of America Corp	N/A	—	128,688	-128,688	-100%	$5.0M	—	—	—
Empowered Funds, LLC	N/A	—	109,154	-109,154	-100%	$4.3M	—	—	—
Curi Capital, LLC	N/A	—	100,017	-100,017	-100%	$3.9M	—	—	—
Mendon Capital Advisors Corp	N/A	—	100,000	-100,000	-100%	$3.9M	—	—	—
Maltese Capital Management LLC	N/A	—	100,000	-100,000	-100%	$3.9M	—	—	—
Citadel Advisors LLC	N/A	—	85,480	-85,480	-100%	$3.3M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	76,010	-76,010	-100%	$3.0M	—	—	—
Trexquant Investment LP	N/A	—	74,811	-74,811	-100%	$2.9M	—	—	—
Nuveen, LLC	N/A	—	71,468	-71,468	-100%	$2.8M	—	—	—
FMR LLC	N/A	—	65,944	-65,944	-100%	$2.6M	—	—	—
Prudential Financial Inc	N/A	—	65,739	-65,739	-100%	$2.6M	—	—	—
Wellington Management Group LLP	N/A	—	62,979	-62,979	-100%	$2.5M	—	—	—
New York State Common Retirement Fund	N/A	—	62,015	-62,015	-100%	$2.4M	—	—	—
Russell Investments Group, Ltd.	N/A	—	52,741	-52,741	-100%	$2.1M	—	—	—
Bayview Asset Management, LLC	N/A	—	50,000	-50,000	-100%	$1.9M	—	—	—
Cutler Capital Management, LLC	N/A	—	49,428	-49,428	-100%	$1.9M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	46,241	-46,241	-100%	$1.8M	—	—	—
Martingale Asset Management L P	N/A	—	41,548	-41,548	-100%	$1.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	41,541	-41,541	-100%	$1.6M	—	—	—
Franklin Resources Inc	N/A	—	40,042	-40,042	-100%	$1.6M	—	—	—
Kennedy Capital Management LLC	N/A	—	38,254	-38,254	-100%	$1.5M	—	—	—
Victory Capital Management Inc	N/A	—	37,800	-37,800	-100%	$1.5M	—	—	—
Man Group plc	N/A	—	37,570	-37,570	-100%	$1.5M	—	—	—
GSA Capital Partners LLP	N/A	—	37,429	-37,429	-100%	$1.5M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	32,892	-32,892	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	31,793	-31,793	-100%	$1.2M	—	—	—
SEI Investments Co	N/A	—	30,790	-30,790	-100%	$1.2M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	26,068	-26,068	-100%	$1.0M	—	—	—
Rhumbline Advisers	N/A	—	25,431	-25,431	-100%	$991.0K	—	—	—
Quantinno Capital Management LP	N/A	—	23,839	-23,839	-100%	$929.0K	—	—	—
Millennium Management LLC	N/A	—	23,393	-23,393	-100%	$911.6K	—	—	—
Informed Momentum Co LLC	N/A	—	21,546	-21,546	-100%	$839.6K	—	—	—
XTX Topco Ltd	N/A	—	20,707	-20,707	-100%	$807.0K	—	—	—
Ameriprise Financial Inc	N/A	—	19,427	-19,427	-100%	$757.3K	—	—	—
Deutsche Bank Ag\	N/A	—	19,219	-19,219	-100%	$749.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	16,948	-16,948	-100%	$660.5K	—	—	—
Wells Fargo & Company	N/A	—	16,499	-16,499	-100%	$643.0K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	16,185	-16,185	-100%	$630.7K	—	—	—
Price T Rowe Associates Inc	N/A	—	15,812	-15,812	-100%	$617.0K	—	—	—
Quadrature Capital Ltd	N/A	—	15,129	-15,129	-100%	$589.6K	—	—	—
Oppenheimer & Close, LLC	N/A	—	14,500	-14,500	-100%	$565.1K	—	—	—
UBS Group AG	N/A	—	13,023	-13,023	-100%	$507.5K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	12,741	-12,741	-100%	$496.5K	—	—	—
Graham Capital Management, L.P.	N/A	—	12,162	-12,162	-100%	$474.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,705	-11,705	-100%	$456.1K	—	—	—
Panagora Asset Management Inc	N/A	—	11,447	-11,447	-100%	$446.1K	—	—	—
IEQ Capital, LLC	N/A	—	11,144	-11,144	-100%	$434.3K	—	—	—
Great Lakes Advisors, LLC	N/A	—	11,043	-11,043	-100%	$430.3K	—	—	—
Squarepoint Ops LLC	N/A	—	10,995	-10,995	-100%	$428.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	10,598	-10,598	-100%	$413.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,073	-9,073	-100%	$353.6K	—	—	—
Rafferty Asset Management, LLC	N/A	—	8,833	-8,833	-100%	$344.2K	—	—	—
Barclays PLC	N/A	—	8,800	-8,800	-100%	$342.9K	—	—	—
Stonebrook Private Inc.	N/A	—	8,759	-8,759	-100%	$341.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,625	-8,625	-100%	$336.1K	—	—	—
State of Wisconsin Investment Board	N/A	—	8,310	-8,310	-100%	$323.8K	—	—	—
Engineers Gate Manager LP	N/A	—	7,836	-7,836	-100%	$305.4K	—	—	—
SG Americas Securities, LLC	N/A	—	7,517	-7,517	-100%	$293.0K	—	—	—
Cary Street Partners Financial LLC	N/A	—	7,450	-7,450	-100%	$290.3K	—	—	—
First Trust Advisors LP	N/A	—	7,108	-7,108	-100%	$277.0K	—	—	—
Virtu Financial LLC	N/A	—	6,892	-6,892	-100%	$269.0K	—	—	—
Bank of Nova Scotia	N/A	—	6,600	-6,600	-100%	$257.2K	—	—	—
Mariner, LLC	N/A	—	6,554	-6,554	-100%	$255.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,000	-6,000	-100%	$233.8K	—	—	—
Intech Investment Management LLC	N/A	—	5,780	-5,780	-100%	$225.2K	—	—	—
Cerity Partners LLC	N/A	—	5,625	-5,625	-100%	$219.2K	—	—	—
Focus Partners Wealth	N/A	—	5,383	-5,383	-100%	$209.8K	—	—	—
Legal & General Group Plc	N/A	—	3,990	-3,990	-100%	$155.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	3,705	-3,705	-100%	$144.4K	—	—	—
Allworth Financial LP	N/A	—	3,251	-3,251	-100%	$126.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,256	-2,256	-100%	$87.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,613	-1,613	-100%	$62.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,565	-1,565	-100%	$61.0K	—	—	—
Canada Life Assurance Co	N/A	—	1,557	-1,557	-100%	$61.0K	—	—	—
Quantbot Technologies LP	N/A	—	1,426	-1,426	-100%	$55.6K	—	—	—
Arax Advisory Partners	N/A	—	1,364	-1,364	-100%	$53.2K	—	—	—
Royal Bank of Canada	N/A	—	1,225	-1,225	-100%	$47.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,030	-1,030	-100%	$40.1K	—	—	—
Smartleaf Asset Management LLC	N/A	—	657	-657	-100%	$25.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	550	-550	-100%	$21.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	507	-507	-100%	$19.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	338	-338	-100%	$13.2K	—	—	—
California State Teachers Retirement System	N/A	—	271	-271	-100%	$10.6K	—	—	—
Community Bank, N.A.	N/A	—	250	-250	-100%	$9.7K	—	—	—
Federated Hermes, Inc.	N/A	—	192	-192	-100%	$7.5K	—	—	—
Rothschild Investment LLC	N/A	—	137	-137	-100%	$5.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	80	-80	-100%	$3.1K	—	—	—
Picton Mahoney Asset Management	N/A	—	60	-60	-100%	$2.3K	—	—	—
Optiver Holding B.V.	N/A	—	46	-46	-100%	$1.8K	—	—	—
Clearstead Advisors, LLC	N/A	—	25	-25	-100%	$975	—	—	—
JPL Wealth Management, LLC	N/A	—	5	-5	-100%	$195	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$39	—	—	—

Showing 170 of 170 institutions