First Bank Lton NJ (FRBA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Patriot Financial Partners GP II, L.P.

DECREASED

Shares1,431,437 from 1,631,437

Change-200,000 (-12%)

Value$24.7M (-$4.2M)

Filed 2026-11-04

Dimensional Fund Advisors LP

INCREASED

Shares1,149,768 from 1,090,980

Change+58,788 (+5%)

Value$19.8M (+$479.8K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares543,261 from 539,839

Change+3,422 (+1%)

Value$9.4M (-$205.6K)

Filed 2026-11-06

Royce & Associates LP

DECREASED

Shares418,145 from 534,424

Change-116,279 (-22%)

Value$7.2M (-$2.3M)

Filed 2026-11-09

Acadian Asset Management LLC

INCREASED

Shares141,683 from 54,072

Change+87,611 (+162%)

Value$2.4M (+$1.5M)

Filed 2026-11-09

Russell Investments Group, Ltd.

INCREASED

Shares117,262 from 106,783

Change+10,479 (+10%)

Value$2.0M (+$128.3K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares98,861 from 97,532

Change+1,329 (+1%)

Value$1.7M (-$24.9K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares58,788 from 40,265

Change+18,523 (+46%)

Value$1.0M (+$299.6K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares52,100 from 40,800

Change+11,300 (+28%)

Value$898.2K (+$174.8K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares48,585 from 40,736

Change+7,849 (+19%)

Value$837.6K (+$115.4K)

Filed 2026-11-06

PFS Partners, LLC

INCREASED

Shares30,017 from 30,004

Change+13 (+0%)

Value$517.5K (-$14.5K)

Filed 2026-10-21

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares21,831 from 17,842

Change+3,989 (+22%)

Value$386.4K (+$78.5K)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares18,916 from 21,641

Change-2,725 (-13%)

Value$326.1K (-$57.6K)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares15,437 from 447

Change+14,990 (+3353%)

Value$266.1K (+$258.2K)

Filed 2026-10-22

Princeton Capital Management LLC

DECREASED

Shares10,000 from 12,000

Change-2,000 (-17%)

Value$172.4K (-$40.4K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares7,900 from 12,547

Change-4,647 (-37%)

Value$136.2K (-$86.3K)

Filed 2026-11-04

Byrne Asset Management LLC

UNCHANGED

Shares6,522 from 6,522

Change0 (0%)

Value$114.2K (-$1.4K)

Filed 2026-10-06

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares5,551 from 7,761

Change-2,210 (-28%)

Value$95.7K (-$41.9K)

Filed 2026-11-09

Quaker Wealth Management, LLC

INCREASED

Shares3,118 from 3,102

Change+16 (+1%)

Value$53.7K (-$1.3K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares2,765 from 2,455

Change+310 (+13%)

Value$47.7K (+$4.1K)

Filed 2026-11-06

Key FInancial Inc

UNCHANGED

Shares2,450 from 2,450

Change0 (0%)

Value$42.2K (-$1.2K)

Filed 2026-11-02

State of Alaska, Department of Revenue

UNCHANGED

Shares1,015 from 1,015

Change0 (0%)

Value$17 ($0)

Filed 2026-10-15

Private Wealth Management Group, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$13.8K (-$392)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares740 from 740

Change0 (0%)

Value$12.8K (-$362)

Filed 2026-10-27

Versant Capital Management, Inc

UNCHANGED

Shares629 from 629

Change0 (0%)

Value$10.8K (-$308)

Filed 2026-10-02

Allworth Financial LP

INCREASED

Shares530 from 434

Change+96 (+22%)

Value$9.4K (+$1.7K)

Filed 2026-11-06

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares386 from 386

Change0 (0%)

Value$7 ($0)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares341 from 362

Change-21 (-6%)

Value$6 ($0)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares314 from 217

Change+97 (+45%)

Value$5.4K (+$1.6K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares287 from 151

Change+136 (+90%)

Value$4.9K (+$2.3K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares240 from 97

Change+143 (+147%)

Value$4.1K (+$2.4K)

Filed 2026-10-08

Gamma Investing LLC

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$4.0K (-$113)

Filed 2026-10-08

Essential Partners LLC

INCREASED

Shares227 from 179

Change+48 (+27%)

Value$3.9K (+$739)

Filed 2026-10-14

US Bancorp \de\

INCREASED

Shares200 from 117

Change+83 (+71%)

Value$3.4K (+$1.4K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares162 from 15

Change+147 (+980%)

Value$2.8K (+$2.5K)

Filed 2026-10-26

Fortitude Family Office, LLC

NEW

Shares132

Change+132

Value$2.3K

Filed 2026-10-14

Parkside Financial Bank & Trust

NEW

Shares105

Change+105

Value$1.8K

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$1.6K (-$44)

Filed 2026-11-03

True Wealth Design, LLC

INCREASED

Shares88 from 69

Change+19 (+28%)

Value$1.5K (+$294)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

UNCHANGED

Shares85 from 85

Change0 (0%)

Value$1.5K (-$42)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares83 from 57

Change+26 (+46%)

Value$1 ($0)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares75

Change+75

Value$1.3K

Filed 2026-10-21

State of Wyoming

NEW

Shares74

Change+74

Value$1.3K

Filed 2026-10-28

Signaturefd, LLC

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$1.0K (-$29)

Filed 2026-10-23

Provenance Wealth Advisors, LLC

NEW

Shares58

Change+58

Value$1.0K

Filed 2026-10-30

Larson Financial Group LLC

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$879 (-$25)

Filed 2026-11-05

CoreCap Advisors, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$845 (-$24)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares43 from 43

Change0 (0%)

Value$741 (-$21)

Filed 2026-10-20

Clearstead Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$87 (-$2)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

INCREASED

Shares4 from 1

Change+3 (+300%)

Value$69 (+$51)

Filed 2026-10-29

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$19

Filed 2026-10-30

Inspire Investing, LLC

CLOSED

Shares0 from 38,635

Change-38,635 (-100%)

Value$0 (-$685.0K)

Filed 2026-10-22

Thrivent Financial for Lutherans

CLOSED

Shares0 from 29,392

Change-29,392 (-100%)

Value$0 (-$521.0K)

Filed 2026-11-05

Philadelphia Trust Co

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$266.0K)

Filed 2026-11-05

Squarepoint Ops LLC

CLOSED

Shares0 from 12,297

Change-12,297 (-100%)

Value$0 (-$218.0K)

Filed 2026-11-09

Shepherd Financial Partners LLC

CLOSED

Shares0 from 11,638

Change-11,638 (-100%)

Value$0 (-$206.3K)

Filed 2026-11-03

Picton Mahoney Asset Management

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-09

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$195)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,989,818

Change-1,989,818 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,018,752

Change-1,018,752 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 864,205

Change-864,205 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 775,444

Change-775,444 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 625,891

Change-625,891 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 478,887

Change-478,887 (-100%)

Value—

State Street Corp

N/A

Shares— from 420,713

Change-420,713 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 287,670

Change-287,670 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 224,467

Change-224,467 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 205,076

Change-205,076 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 198,777

Change-198,777 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 198,482

Change-198,482 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 185,603

Change-185,603 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 167,487

Change-167,487 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 154,660

Change-154,660 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 148,316

Change-148,316 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 147,258

Change-147,258 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 142,344

Change-142,344 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 139,237

Change-139,237 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 134,140

Change-134,140 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 121,516

Change-121,516 (-100%)

Value—

Man Group plc

N/A

Shares— from 102,341

Change-102,341 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 99,768

Change-99,768 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 88,105

Change-88,105 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 68,042

Change-68,042 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 61,461

Change-61,461 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 58,196

Change-58,196 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 57,477

Change-57,477 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 54,968

Change-54,968 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 48,939

Change-48,939 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 43,785

Change-43,785 (-100%)

Value—

Minerva Advisors LLC

N/A

Shares— from 41,143

Change-41,143 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 37,551

Change-37,551 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 35,150

Change-35,150 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,417

Change-31,417 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 31,157

Change-31,157 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 28,015

Change-28,015 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 24,542

Change-24,542 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 18,965

Change-18,965 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 18,204

Change-18,204 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 17,441

Change-17,441 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 15,801

Change-15,801 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 15,520

Change-15,520 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 15,450

Change-15,450 (-100%)

Value—

UBS Group AG

N/A

Shares— from 14,754

Change-14,754 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 13,192

Change-13,192 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,851

Change-12,851 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,729

Change-11,729 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 11,472

Change-11,472 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,421

Change-10,421 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,213

Change-10,213 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 10,001

Change-10,001 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,290

Change-9,290 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,852

Change-8,852 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,161

Change-8,161 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,707

Change-5,707 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,583

Change-2,583 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,242

Change-2,242 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,134

Change-2,134 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,564

Change-1,564 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,340

Change-1,340 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,154

Change-1,154 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,052

Change-1,052 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 942

Change-942 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 869

Change-869 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 625

Change-625 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 303

Change-303 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 283

Change-283 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 88

Change-88 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 56

Change-56 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	DECREASED	1,431,437	1,631,437	-200,000	-12%	$28.9M	$24.7M	-$4.2M	2026-11-04
Dimensional Fund Advisors LP	INCREASED	1,149,768	1,090,980	+58,788	+5%	$19.3M	$19.8M	+$479.8K	2026-11-04
Geode Capital Management, LLC	INCREASED	543,261	539,839	+3,422	+1%	$9.6M	$9.4M	-$205.6K	2026-11-06
Royce & Associates LP	DECREASED	418,145	534,424	-116,279	-22%	$9.5M	$7.2M	-$2.3M	2026-11-09
Acadian Asset Management LLC	INCREASED	141,683	54,072	+87,611	+162%	$957.0K	$2.4M	+$1.5M	2026-11-09
Russell Investments Group, Ltd.	INCREASED	117,262	106,783	+10,479	+10%	$1.9M	$2.0M	+$128.3K	2026-11-06
Bank of New York Mellon Corp	INCREASED	98,861	97,532	+1,329	+1%	$1.7M	$1.7M	-$24.9K	2026-11-05
Creative Planning	INCREASED	58,788	40,265	+18,523	+46%	$713.9K	$1.0M	+$299.6K	2026-11-02
Strs Ohio	INCREASED	52,100	40,800	+11,300	+28%	$723.4K	$898.2K	+$174.8K	2026-10-30
Barclays PLC	INCREASED	48,585	40,736	+7,849	+19%	$722.2K	$837.6K	+$115.4K	2026-11-06
PFS Partners, LLC	INCREASED	30,017	30,004	+13	+0%	$532.0K	$517.5K	-$14.5K	2026-10-21
Wealth Enhancement Advisory Services, LLC	INCREASED	21,831	17,842	+3,989	+22%	$308.0K	$386.4K	+$78.5K	2026-10-13
Deutsche Bank Ag\	DECREASED	18,916	21,641	-2,725	-13%	$383.7K	$326.1K	-$57.6K	2026-11-06
Sterling Capital Management LLC	INCREASED	15,437	447	+14,990	+3353%	$7.9K	$266.1K	+$258.2K	2026-10-22
Princeton Capital Management LLC	DECREASED	10,000	12,000	-2,000	-17%	$212.8K	$172.4K	-$40.4K	2026-10-27
Citigroup Inc	DECREASED	7,900	12,547	-4,647	-37%	$222.5K	$136.2K	-$86.3K	2026-11-04
Byrne Asset Management LLC	UNCHANGED	6,522	6,522	0	0%	$115.6K	$114.2K	-$1.4K	2026-10-06
Police & Firemen's Retirement System of New Jersey	DECREASED	5,551	7,761	-2,210	-28%	$137.6K	$95.7K	-$41.9K	2026-11-09
Quaker Wealth Management, LLC	INCREASED	3,118	3,102	+16	+1%	$55.0K	$53.7K	-$1.3K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	2,765	2,455	+310	+13%	$43.5K	$47.7K	+$4.1K	2026-11-06
Key FInancial Inc	UNCHANGED	2,450	2,450	0	0%	$43.4K	$42.2K	-$1.2K	2026-11-02
State of Alaska, Department of Revenue	UNCHANGED	1,015	1,015	0	0%	$17	$17	$0	2026-10-15
Private Wealth Management Group, LLC	UNCHANGED	800	800	0	0%	$14.2K	$13.8K	-$392	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	740	740	0	0%	$13.1K	$12.8K	-$362	2026-10-27
Versant Capital Management, Inc	UNCHANGED	629	629	0	0%	$11.2K	$10.8K	-$308	2026-10-02
Allworth Financial LP	INCREASED	530	434	+96	+22%	$7.7K	$9.4K	+$1.7K	2026-11-06
Hazlett, Burt & Watson, Inc.	UNCHANGED	386	386	0	0%	$7	$7	$0	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	341	362	-21	-6%	$6	$6	$0	2026-10-22
IFP Advisors, Inc	INCREASED	314	217	+97	+45%	$3.8K	$5.4K	+$1.6K	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	287	151	+136	+90%	$2.7K	$4.9K	+$2.3K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	240	97	+143	+147%	$1.7K	$4.1K	+$2.4K	2026-10-08
Gamma Investing LLC	UNCHANGED	230	230	0	0%	$4.1K	$4.0K	-$113	2026-10-08
Essential Partners LLC	INCREASED	227	179	+48	+27%	$3.2K	$3.9K	+$739	2026-10-14
US Bancorp \de\	INCREASED	200	117	+83	+71%	$2.1K	$3.4K	+$1.4K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	162	15	+147	+980%	$266	$2.8K	+$2.5K	2026-10-26
Fortitude Family Office, LLC	NEW	132	—	+132	—	—	$2.3K	—	2026-10-14
Parkside Financial Bank & Trust	NEW	105	—	+105	—	—	$1.8K	—	2026-10-27
Parallel Advisors, LLC	UNCHANGED	91	91	0	0%	$1.6K	$1.6K	-$44	2026-11-03
True Wealth Design, LLC	INCREASED	88	69	+19	+28%	$1.2K	$1.5K	+$294	2026-10-13
Silver Grove Financial Group, Inc.	UNCHANGED	85	85	0	0%	$1.5K	$1.5K	-$42	2026-11-05
Covestor Ltd	INCREASED	83	57	+26	+46%	$1	$1	$0	2026-10-30
Root Financial Partners, LLC	NEW	75	—	+75	—	—	$1.3K	—	2026-10-21
State of Wyoming	NEW	74	—	+74	—	—	$1.3K	—	2026-10-28
Signaturefd, LLC	UNCHANGED	59	59	0	0%	$1.0K	$1.0K	-$29	2026-10-23
Provenance Wealth Advisors, LLC	NEW	58	—	+58	—	—	$1.0K	—	2026-10-30
Larson Financial Group LLC	UNCHANGED	51	51	0	0%	$904	$879	-$25	2026-11-05
CoreCap Advisors, LLC	UNCHANGED	49	49	0	0%	$869	$845	-$24	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	43	43	0	0%	$762	$741	-$21	2026-10-20
Clearstead Advisors, LLC	UNCHANGED	5	5	0	0%	$89	$87	-$2	2026-11-06
Caitong International Asset Management Co., Ltd	INCREASED	4	1	+3	+300%	$18	$69	+$51	2026-10-29
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$19	—	2026-10-30
Inspire Investing, LLC	CLOSED	0	38,635	-38,635	-100%	$685.0K	$0	-$685.0K	2026-10-22
Thrivent Financial for Lutherans	CLOSED	0	29,392	-29,392	-100%	$521.0K	$0	-$521.0K	2026-11-05
Philadelphia Trust Co	CLOSED	0	15,000	-15,000	-100%	$266.0K	$0	-$266.0K	2026-11-05
Squarepoint Ops LLC	CLOSED	0	12,297	-12,297	-100%	$218.0K	$0	-$218.0K	2026-11-09
Shepherd Financial Partners LLC	CLOSED	0	11,638	-11,638	-100%	$206.3K	$0	-$206.3K	2026-11-03
Picton Mahoney Asset Management	CLOSED	0	97	-97	-100%	$1.7K	$0	-$1.7K	2026-11-09
Wealth Enhancement Trust Services, Inc.	CLOSED	0	11	-11	-100%	$195	$0	-$195	2026-10-07
BlackRock, Inc.	N/A	—	1,989,818	-1,989,818	-100%	$35.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,018,752	-1,018,752	-100%	$18.1M	—	—	—
Banc Funds Co LLC	N/A	—	864,205	-864,205	-100%	$15.3M	—	—	—
Alliancebernstein L.P.	N/A	—	775,444	-775,444	-100%	$12.4M	—	—	—
American Century Companies Inc	N/A	—	625,891	-625,891	-100%	$11.1M	—	—	—
PL Capital Advisors, LLCA	N/A	—	478,887	-478,887	-100%	$8.5M	—	—	—
State Street Corp	N/A	—	420,713	-420,713	-100%	$7.5M	—	—	—
CSM Advisors, LLC	N/A	—	287,670	-287,670	-100%	$5.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	224,467	-224,467	-100%	$4.0M	—	—	—
Wellington Management Group LLP	N/A	—	205,076	-205,076	-100%	$3.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	198,777	-198,777	-100%	$3.5M	—	—	—
AQR Capital Management LLC	N/A	—	198,482	-198,482	-100%	$3.5M	—	—	—
Northern Trust Corp	N/A	—	185,603	-185,603	-100%	$3.3M	—	—	—
Citadel Advisors LLC	N/A	—	167,487	-167,487	-100%	$3.0M	—	—	—
Petiole USA ltd	N/A	—	154,660	-154,660	-100%	$2.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	148,316	-148,316	-100%	$2.6M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	147,258	-147,258	-100%	$2.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	142,344	-142,344	-100%	$2.5M	—	—	—
Empowered Funds, LLC	N/A	—	139,237	-139,237	-100%	$2.5M	—	—	—
Two Sigma Investments, LP	N/A	—	134,140	-134,140	-100%	$2.4M	—	—	—
Trexquant Investment LP	N/A	—	121,516	-121,516	-100%	$2.2M	—	—	—
Man Group plc	N/A	—	102,341	-102,341	-100%	$1.8M	—	—	—
Morgan Stanley	N/A	—	99,768	-99,768	-100%	$1.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	88,105	-88,105	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	68,042	-68,042	-100%	$1.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	61,461	-61,461	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	58,196	-58,196	-100%	$1.0M	—	—	—
HSBC Holdings PLC	N/A	—	57,477	-57,477	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	54,968	-54,968	-100%	$974.6K	—	—	—
Gendell Jeffrey L	N/A	—	48,939	-48,939	-100%	$867.7K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	43,785	-43,785	-100%	$776.3K	—	—	—
Minerva Advisors LLC	N/A	—	41,143	-41,143	-100%	$729.5K	—	—	—
Algert Global LLC	N/A	—	37,551	-37,551	-100%	$665.8K	—	—	—
Renaissance Technologies LLC	N/A	—	35,150	-35,150	-100%	$623.2K	—	—	—
Rhumbline Advisers	N/A	—	31,417	-31,417	-100%	$557.0K	—	—	—
Nuveen, LLC	N/A	—	31,157	-31,157	-100%	$552.4K	—	—	—
Ameriprise Financial Inc	N/A	—	28,015	-28,015	-100%	$496.7K	—	—	—
Wells Fargo & Company	N/A	—	24,542	-24,542	-100%	$435.1K	—	—	—
Invesco Ltd.	N/A	—	18,965	-18,965	-100%	$336.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	18,204	-18,204	-100%	$323.0K	—	—	—
IEQ Capital, LLC	N/A	—	17,441	-17,441	-100%	$309.2K	—	—	—
Mercer Global Advisors Inc	N/A	—	15,801	-15,801	-100%	$280.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	15,520	-15,520	-100%	$275.2K	—	—	—
Prudential Financial Inc	N/A	—	15,450	-15,450	-100%	$273.9K	—	—	—
UBS Group AG	N/A	—	14,754	-14,754	-100%	$261.6K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	13,192	-13,192	-100%	$233.9K	—	—	—
XTX Topco Ltd	N/A	—	12,851	-12,851	-100%	$227.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,729	-11,729	-100%	$208.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	11,472	-11,472	-100%	$203.4K	—	—	—
Mariner, LLC	N/A	—	10,421	-10,421	-100%	$184.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,213	-10,213	-100%	$181.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	10,001	-10,001	-100%	$177.0K	—	—	—
JPMorgan Chase & Co	N/A	—	9,290	-9,290	-100%	$162.2K	—	—	—
New York State Common Retirement Fund	N/A	—	8,852	-8,852	-100%	$156.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,161	-8,161	-100%	$144.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,707	-5,707	-100%	$101.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	3,000	-3,000	-100%	$53.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,583	-2,583	-100%	$45.8K	—	—	—
Legal & General Group Plc	N/A	—	2,242	-2,242	-100%	$39.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,134	-2,134	-100%	$37.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,564	-1,564	-100%	$27.4K	—	—	—
FMR LLC	N/A	—	1,340	-1,340	-100%	$23.8K	—	—	—
Arax Advisory Partners	N/A	—	1,154	-1,154	-100%	$20.5K	—	—	—
Royal Bank of Canada	N/A	—	1,052	-1,052	-100%	$19.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	942	-942	-100%	$16.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	869	-869	-100%	$15.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	625	-625	-100%	$11.1K	—	—	—
California State Teachers Retirement System	N/A	—	303	-303	-100%	$5.4K	—	—	—
UBS Asset Management Americas LLC	N/A	—	283	-283	-100%	$5.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	150	-150	-100%	$2.6K	—	—	—
Rothschild Investment LLC	N/A	—	88	-88	-100%	$1.6K	—	—	—
Optiver Holding B.V.	N/A	—	56	-56	-100%	$993	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	21	-21	-100%	$372	—	—	—
JPL Wealth Management, LLC	N/A	—	9	-9	-100%	$160	—	—	—

Showing 132 of 132 institutions