First Business Financial SER (FBIZ)

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

DECREASED

Shares474,150 from 498,430

Change-24,280 (-5%)

Value$32.6M (+$1.1M)

Filed 2026-11-04

First Business Financial Services, Inc.

DECREASED

Shares327,189 from 340,189

Change-13,000 (-4%)

Value$22.5M (+$1.0M)

Filed 2026-10-29

Tributary Capital Management, LLC

NEW

Shares145,084

Change+145,084

Value$10.0M

Filed 2026-10-28

Poehling Capital Management, Inc.

INCREASED

Shares86,368 from 23,848

Change+62,520 (+262%)

Value$5.9M (+$4.4M)

Filed 2026-10-20

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares45,000 from 45,000

Change0 (0%)

Value$3.1M (+$252.5K)

Filed 2026-10-27

Bank of New York Mellon Corp

INCREASED

Shares34,178 from 32,634

Change+1,544 (+5%)

Value$2.4M (+$289.3K)

Filed 2026-11-05

Uncommon Cents Investing Inc

DECREASED

Shares33,844 from 33,878

Change-34 (0%)

Value$2.3M (+$187.7K)

Filed 2026-10-20

Daytona Street Capital LLC

UNCHANGED

Shares29,623 from 29,623

Change0 (0%)

Value$2.1M (+$219.7K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares27,693 from 23,415

Change+4,278 (+18%)

Value$1.9M (+$425.6K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares26,254 from 15,825

Change+10,429 (+66%)

Value$1.9M (+$845.7K)

Filed 2026-10-13

Walleye Partners, LLC

NEW

Shares19,617

Change+19,617

Value$1.3M

Filed 2026-10-13

Inspire Investing, LLC

NEW

Shares9,362

Change+9,362

Value$643.9K

Filed 2026-10-22

US Bancorp \de\

DECREASED

Shares8,191 from 14,500

Change-6,309 (-44%)

Value$563.4K (-$352.6K)

Filed 2026-11-05

Alps Advisors Inc

NEW

Shares7,990

Change+7,990

Value$549.6K

Filed 2026-11-03

Mattern Wealth Management LLC

DECREASED

Shares7,800 from 8,000

Change-200 (-2%)

Value$536.5K (+$31.1K)

Filed 2026-11-04

1834 Investment Advisors Co

INCREASED

Shares6,847 from 6,813

Change+34 (+1%)

Value$470.9K (+$40.5K)

Filed 2026-10-16

Wealth Enhancement Trust Services, Inc.

DECREASED

Shares6,340 from 6,343

Change-3 (0%)

Value$436.1K (+$35.4K)

Filed 2026-10-07

Thompson Investment Management, Inc.

UNCHANGED

Shares6,020 from 6,020

Change0 (0%)

Value$414.1K (+$33.8K)

Filed 2026-10-14

Beese Fulmer Investment Management, Inc.

DECREASED

Shares4,811 from 4,824

Change-13 (0%)

Value$330.9K (+$26.2K)

Filed 2026-10-23

Citigroup Inc

INCREASED

Shares4,695 from 4,428

Change+267 (+6%)

Value$322.9K (+$43.2K)

Filed 2026-11-04

ERn Financial, LLC

UNCHANGED

Shares4,615 from 4,615

Change0 (0%)

Value$317.4K (+$25.9K)

Filed 2026-10-28

Sterling Capital Management LLC

INCREASED

Shares4,425 from 4,416

Change+9 (+0%)

Value$304.4K (+$25.4K)

Filed 2026-10-22

Atlatl Advisers LLC

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$254.5K (+$20.8K)

Filed 2026-10-22

Evergreen Capital Management LLC

UNCHANGED

Shares3,242 from 3,242

Change0 (0%)

Value$223.0K (+$18.2K)

Filed 2026-10-23

Harbor Capital Advisors, Inc.

INCREASED

Shares2,632 from 2,456

Change+176 (+7%)

Value$181.0K (+$26.0K)

Filed 2026-10-22

Fifth Third Bancorp

NEW

Shares1,155

Change+1,155

Value$79.4K

Filed 2026-11-05

State of Alaska, Department of Revenue

UNCHANGED

Shares905 from 905

Change0 (0%)

Value$61 (-$36.0K)

Filed 2026-10-15

Versant Capital Management, Inc

UNCHANGED

Shares676 from 676

Change0 (0%)

Value$46.5K (+$3.8K)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

INCREASED

Shares420 from 300

Change+120 (+40%)

Value$28.9K (+$9.9K)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares343 from 343

Change0 (0%)

Value$23.6K (+$1.9K)

Filed 2026-10-08

Ares Financial Consulting, LLC

UNCHANGED

Shares283 from 283

Change0 (0%)

Value$19.5K (+$1.6K)

Filed 2026-10-19

IFP Advisors, Inc

DECREASED

Shares204 from 219

Change-15 (-7%)

Value$14.0K (+$197)

Filed 2026-10-16

Heritage Family Offices, LLP

NEW

Shares170

Change+170

Value$11.7K

Filed 2026-11-02

Private Trust Co NA

NEW

Shares164

Change+164

Value$11.3K

Filed 2026-10-20

Essential Partners LLC

DECREASED

Shares140 from 155

Change-15 (-10%)

Value$9.6K (-$162)

Filed 2026-10-14

Pension & Wealth Management Advisors, Inc.

NEW

Shares116

Change+116

Value$8.0K

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares78 from 44

Change+34 (+77%)

Value$5.4K (+$2.6K)

Filed 2026-10-08

Signaturefd, LLC

INCREASED

Shares46 from 32

Change+14 (+44%)

Value$3.2K (+$1.1K)

Filed 2026-10-23

Parallel Advisors, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$3.0K (+$247)

Filed 2026-11-03

SJS Investment Consulting Inc.

INCREASED

Shares36 from 9

Change+27 (+300%)

Value$2.5K (+$1.9K)

Filed 2026-10-26

Root Financial Partners, LLC

NEW

Shares28

Change+28

Value$1.9K

Filed 2026-10-21

True Wealth Design, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$1.6K (+$129)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

DECREASED

Shares19 from 36

Change-17 (-47%)

Value$1.3K (-$967)

Filed 2026-11-05

Assetmark, Inc

INCREASED

Shares16 from 8

Change+8 (+100%)

Value$1.1K (+$595)

Filed 2026-10-21

Larson Financial Group LLC

NEW

Shares10

Change+10

Value$688

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares9

Change+9

Value$619

Filed 2026-10-30

Covestor Ltd

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$0 ($0)

Filed 2026-10-30

Nisa Investment Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$344 (+$28)

Filed 2026-10-20

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$138

Filed 2026-10-09

BlackRock, Inc.

N/A

Shares— from 928,380

Change-928,380 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 343,482

Change-343,482 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 272,788

Change-272,788 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 243,005

Change-243,005 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 214,987

Change-214,987 (-100%)

Value—

State Street Corp

N/A

Shares— from 187,371

Change-187,371 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 163,224

Change-163,224 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 154,346

Change-154,346 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 141,025

Change-141,025 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 139,808

Change-139,808 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 128,927

Change-128,927 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 125,563

Change-125,563 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 120,865

Change-120,865 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 101,542

Change-101,542 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 98,812

Change-98,812 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 91,671

Change-91,671 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 83,399

Change-83,399 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 80,557

Change-80,557 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 79,994

Change-79,994 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 73,566

Change-73,566 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 61,517

Change-61,517 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 54,400

Change-54,400 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 53,855

Change-53,855 (-100%)

Value—

Vista Investment Management

N/A

Shares— from 52,349

Change-52,349 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 48,817

Change-48,817 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 45,157

Change-45,157 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 43,294

Change-43,294 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 42,680

Change-42,680 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,243

Change-31,243 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 30,700

Change-30,700 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 28,061

Change-28,061 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 25,364

Change-25,364 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 24,280

Change-24,280 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 23,989

Change-23,989 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 23,895

Change-23,895 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 23,363

Change-23,363 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 22,724

Change-22,724 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 21,958

Change-21,958 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 21,240

Change-21,240 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,897

Change-20,897 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 19,167

Change-19,167 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 17,835

Change-17,835 (-100%)

Value—

Barclays PLC

N/A

Shares— from 17,247

Change-17,247 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 14,374

Change-14,374 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 13,499

Change-13,499 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 12,193

Change-12,193 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 11,925

Change-11,925 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,684

Change-10,684 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,407

Change-10,407 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 10,170

Change-10,170 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 10,160

Change-10,160 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 9,962

Change-9,962 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 9,698

Change-9,698 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 9,265

Change-9,265 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,035

Change-9,035 (-100%)

Value—

Man Group plc

N/A

Shares— from 8,607

Change-8,607 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 8,490

Change-8,490 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 8,290

Change-8,290 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 8,179

Change-8,179 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 7,890

Change-7,890 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,437

Change-7,437 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 7,088

Change-7,088 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 7,004

Change-7,004 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,906

Change-6,906 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 6,641

Change-6,641 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 6,400

Change-6,400 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 5,287

Change-5,287 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,140

Change-5,140 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,136

Change-5,136 (-100%)

Value—

Klcm Advisors, Inc.

N/A

Shares— from 4,500

Change-4,500 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,034

Change-4,034 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 3,946

Change-3,946 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 3,906

Change-3,906 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,725

Change-3,725 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 3,721

Change-3,721 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,702

Change-3,702 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 3,584

Change-3,584 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 3,565

Change-3,565 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 3,420

Change-3,420 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,349

Change-3,349 (-100%)

Value—

Eurizon Capital SGR S.p.A.

N/A

Shares— from 2,981

Change-2,981 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,666

Change-2,666 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,516

Change-2,516 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,873

Change-1,873 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,529

Change-1,529 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,239

Change-1,239 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,035

Change-1,035 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 810

Change-810 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 804

Change-804 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 645

Change-645 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 392

Change-392 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 306

Change-306 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 262

Change-262 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 193

Change-193 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 111

Change-111 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 105

Change-105 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 26

Change-26 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 20

Change-20 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	474,150	498,430	-24,280	-5%	$31.5M	$32.6M	+$1.1M	2026-11-04
First Business Financial Services, Inc.	DECREASED	327,189	340,189	-13,000	-4%	$21.5M	$22.5M	+$1.0M	2026-10-29
Tributary Capital Management, LLC	NEW	145,084	—	+145,084	—	—	$10.0M	—	2026-10-28
Poehling Capital Management, Inc.	INCREASED	86,368	23,848	+62,520	+262%	$1.5M	$5.9M	+$4.4M	2026-10-20
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	45,000	45,000	0	0%	$2.8M	$3.1M	+$252.5K	2026-10-27
Bank of New York Mellon Corp	INCREASED	34,178	32,634	+1,544	+5%	$2.1M	$2.4M	+$289.3K	2026-11-05
Uncommon Cents Investing Inc	DECREASED	33,844	33,878	-34	0%	$2.1M	$2.3M	+$187.7K	2026-10-20
Daytona Street Capital LLC	UNCHANGED	29,623	29,623	0	0%	$1.9M	$2.1M	+$219.7K	2026-10-15
Creative Planning	INCREASED	27,693	23,415	+4,278	+18%	$1.5M	$1.9M	+$425.6K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	26,254	15,825	+10,429	+66%	$1.0M	$1.9M	+$845.7K	2026-10-13
Walleye Partners, LLC	NEW	19,617	—	+19,617	—	—	$1.3M	—	2026-10-13
Inspire Investing, LLC	NEW	9,362	—	+9,362	—	—	$643.9K	—	2026-10-22
US Bancorp \de\	DECREASED	8,191	14,500	-6,309	-44%	$916.0K	$563.4K	-$352.6K	2026-11-05
Alps Advisors Inc	NEW	7,990	—	+7,990	—	—	$549.6K	—	2026-11-03
Mattern Wealth Management LLC	DECREASED	7,800	8,000	-200	-2%	$505.4K	$536.5K	+$31.1K	2026-11-04
1834 Investment Advisors Co	INCREASED	6,847	6,813	+34	+1%	$430.4K	$470.9K	+$40.5K	2026-10-16
Wealth Enhancement Trust Services, Inc.	DECREASED	6,340	6,343	-3	0%	$400.7K	$436.1K	+$35.4K	2026-10-07
Thompson Investment Management, Inc.	UNCHANGED	6,020	6,020	0	0%	$380.3K	$414.1K	+$33.8K	2026-10-14
Beese Fulmer Investment Management, Inc.	DECREASED	4,811	4,824	-13	0%	$304.7K	$330.9K	+$26.2K	2026-10-23
Citigroup Inc	INCREASED	4,695	4,428	+267	+6%	$279.7K	$322.9K	+$43.2K	2026-11-04
ERn Financial, LLC	UNCHANGED	4,615	4,615	0	0%	$291.5K	$317.4K	+$25.9K	2026-10-28
Sterling Capital Management LLC	INCREASED	4,425	4,416	+9	+0%	$279.0K	$304.4K	+$25.4K	2026-10-22
Atlatl Advisers LLC	UNCHANGED	3,700	3,700	0	0%	$233.7K	$254.5K	+$20.8K	2026-10-22
Evergreen Capital Management LLC	UNCHANGED	3,242	3,242	0	0%	$204.8K	$223.0K	+$18.2K	2026-10-23
Harbor Capital Advisors, Inc.	INCREASED	2,632	2,456	+176	+7%	$155.0K	$181.0K	+$26.0K	2026-10-22
Fifth Third Bancorp	NEW	1,155	—	+1,155	—	—	$79.4K	—	2026-11-05
State of Alaska, Department of Revenue	UNCHANGED	905	905	0	0%	$36.0K	$61	-$36.0K	2026-10-15
Versant Capital Management, Inc	UNCHANGED	676	676	0	0%	$42.7K	$46.5K	+$3.8K	2026-10-02
EverSource Wealth Advisors, LLC	INCREASED	420	300	+120	+40%	$19.0K	$28.9K	+$9.9K	2026-11-04
Gamma Investing LLC	UNCHANGED	343	343	0	0%	$21.7K	$23.6K	+$1.9K	2026-10-08
Ares Financial Consulting, LLC	UNCHANGED	283	283	0	0%	$17.9K	$19.5K	+$1.6K	2026-10-19
IFP Advisors, Inc	DECREASED	204	219	-15	-7%	$13.8K	$14.0K	+$197	2026-10-16
Heritage Family Offices, LLP	NEW	170	—	+170	—	—	$11.7K	—	2026-11-02
Private Trust Co NA	NEW	164	—	+164	—	—	$11.3K	—	2026-10-20
Essential Partners LLC	DECREASED	140	155	-15	-10%	$9.8K	$9.6K	-$162	2026-10-14
Pension & Wealth Management Advisors, Inc.	NEW	116	—	+116	—	—	$8.0K	—	2026-10-16
Farther Finance Advisors, LLC	INCREASED	78	44	+34	+77%	$2.8K	$5.4K	+$2.6K	2026-10-08
Signaturefd, LLC	INCREASED	46	32	+14	+44%	$2.0K	$3.2K	+$1.1K	2026-10-23
Parallel Advisors, LLC	UNCHANGED	44	44	0	0%	$2.8K	$3.0K	+$247	2026-11-03
SJS Investment Consulting Inc.	INCREASED	36	9	+27	+300%	$569	$2.5K	+$1.9K	2026-10-26
Root Financial Partners, LLC	NEW	28	—	+28	—	—	$1.9K	—	2026-10-21
True Wealth Design, LLC	UNCHANGED	23	23	0	0%	$1.5K	$1.6K	+$129	2026-10-13
Silver Grove Financial Group, Inc.	DECREASED	19	36	-17	-47%	$2.3K	$1.3K	-$967	2026-11-05
Assetmark, Inc	INCREASED	16	8	+8	+100%	$505	$1.1K	+$595	2026-10-21
Larson Financial Group LLC	NEW	10	—	+10	—	—	$688	—	2026-11-05
Provenance Wealth Advisors, LLC	NEW	9	—	+9	—	—	$619	—	2026-10-30
Covestor Ltd	INCREASED	5	4	+1	+25%	$0	$0	$0	2026-10-30
Nisa Investment Advisors, LLC	UNCHANGED	5	5	0	0%	$316	$344	+$28	2026-10-20
GK Wealth Management LLC	NEW	2	—	+2	—	—	$138	—	2026-10-09
BlackRock, Inc.	N/A	—	928,380	-928,380	-100%	$58.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	343,482	-343,482	-100%	$21.7M	—	—	—
American Century Companies Inc	N/A	—	272,788	-272,788	-100%	$17.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	243,005	-243,005	-100%	$15.4M	—	—	—
Geode Capital Management, LLC	N/A	—	214,987	-214,987	-100%	$13.6M	—	—	—
State Street Corp	N/A	—	187,371	-187,371	-100%	$11.8M	—	—	—
Banc Funds Co LLC	N/A	—	163,224	-163,224	-100%	$10.3M	—	—	—
Cutler Capital Management, LLC	N/A	—	154,346	-154,346	-100%	$9.8M	—	—	—
LSV Asset Management	N/A	—	141,025	-141,025	-100%	$8.9M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	139,808	-139,808	-100%	$8.8M	—	—	—
AQR Capital Management LLC	N/A	—	128,927	-128,927	-100%	$8.1M	—	—	—
Federated Hermes, Inc.	N/A	—	125,563	-125,563	-100%	$7.9M	—	—	—
Renaissance Technologies LLC	N/A	—	120,865	-120,865	-100%	$7.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	101,542	-101,542	-100%	$6.4M	—	—	—
De Lisle Partners LLP	N/A	—	98,812	-98,812	-100%	$6.3M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	91,671	-91,671	-100%	$5.8M	—	—	—
Northern Trust Corp	N/A	—	83,399	-83,399	-100%	$5.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	80,557	-80,557	-100%	$5.1M	—	—	—
Morgan Stanley	N/A	—	79,994	-79,994	-100%	$5.1M	—	—	—
Two Sigma Investments, LP	N/A	—	73,566	-73,566	-100%	$4.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	61,517	-61,517	-100%	$3.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	54,400	-54,400	-100%	$3.4M	—	—	—
Acadian Asset Management LLC	N/A	—	53,855	-53,855	-100%	$3.4M	—	—	—
Vista Investment Management	N/A	—	52,349	-52,349	-100%	$3.3M	—	—	—
Ameriprise Financial Inc	N/A	—	48,817	-48,817	-100%	$3.1M	—	—	—
Empowered Funds, LLC	N/A	—	45,157	-45,157	-100%	$2.9M	—	—	—
Alliancebernstein L.P.	N/A	—	43,294	-43,294	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	42,680	-42,680	-100%	$2.7M	—	—	—
Royal Bank of Canada	N/A	—	31,243	-31,243	-100%	$2.0M	—	—	—
First Trust Advisors LP	N/A	—	30,700	-30,700	-100%	$1.9M	—	—	—
Squarepoint Ops LLC	N/A	—	28,061	-28,061	-100%	$1.8M	—	—	—
Millennium Management LLC	N/A	—	25,364	-25,364	-100%	$1.6M	—	—	—
Kennedy Capital Management LLC	N/A	—	24,280	-24,280	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	23,989	-23,989	-100%	$1.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	23,895	-23,895	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	23,363	-23,363	-100%	$1.5M	—	—	—
Quantinno Capital Management LP	N/A	—	22,724	-22,724	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	21,958	-21,958	-100%	$1.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	21,240	-21,240	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	20,897	-20,897	-100%	$1.3M	—	—	—
GSA Capital Partners LLP	N/A	—	19,167	-19,167	-100%	$1.2M	—	—	—
Gator Capital Management, LLC	N/A	—	17,835	-17,835	-100%	$1.1M	—	—	—
Barclays PLC	N/A	—	17,247	-17,247	-100%	$1.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	14,374	-14,374	-100%	$908.0K	—	—	—
IEQ Capital, LLC	N/A	—	13,499	-13,499	-100%	$852.7K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	12,193	-12,193	-100%	$770.2K	—	—	—
Trexquant Investment LP	N/A	—	11,925	-11,925	-100%	$753.3K	—	—	—
UBS Group AG	N/A	—	10,684	-10,684	-100%	$674.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,407	-10,407	-100%	$657.4K	—	—	—
Rhumbline Advisers	N/A	—	10,170	-10,170	-100%	$642.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	10,160	-10,160	-100%	$641.8K	—	—	—
Invesco Ltd.	N/A	—	9,962	-9,962	-100%	$629.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	9,698	-9,698	-100%	$612.6K	—	—	—
XTX Topco Ltd	N/A	—	9,265	-9,265	-100%	$585.3K	—	—	—
JPMorgan Chase & Co	N/A	—	9,035	-9,035	-100%	$571.1K	—	—	—
Man Group plc	N/A	—	8,607	-8,607	-100%	$543.7K	—	—	—
Quadrature Capital Ltd	N/A	—	8,490	-8,490	-100%	$536.3K	—	—	—
Prudential Financial Inc	N/A	—	8,290	-8,290	-100%	$523.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	8,179	-8,179	-100%	$516.7K	—	—	—
Deutsche Bank Ag\	N/A	—	7,890	-7,890	-100%	$498.4K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	7,700	-7,700	-100%	$486.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,437	-7,437	-100%	$469.8K	—	—	—
Engineers Gate Manager LP	N/A	—	7,088	-7,088	-100%	$447.7K	—	—	—
Martingale Asset Management L P	N/A	—	7,004	-7,004	-100%	$442.4K	—	—	—
Wells Fargo & Company	N/A	—	6,906	-6,906	-100%	$436.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	6,641	-6,641	-100%	$420.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	6,400	-6,400	-100%	$404.3K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	5,287	-5,287	-100%	$334.0K	—	—	—
Mariner, LLC	N/A	—	5,140	-5,140	-100%	$324.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,136	-5,136	-100%	$324.4K	—	—	—
Klcm Advisors, Inc.	N/A	—	4,500	-4,500	-100%	$284.3K	—	—	—
Jump Financial, LLC	N/A	—	4,100	-4,100	-100%	$259.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,034	-4,034	-100%	$254.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	3,946	-3,946	-100%	$249.3K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	3,906	-3,906	-100%	$246.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,725	-3,725	-100%	$235.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	3,721	-3,721	-100%	$235.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,702	-3,702	-100%	$233.9K	—	—	—
Algert Global LLC	N/A	—	3,584	-3,584	-100%	$226.4K	—	—	—
Merit Financial Group, LLC	N/A	—	3,565	-3,565	-100%	$225.2K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	3,420	-3,420	-100%	$216.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,349	-3,349	-100%	$211.6K	—	—	—
Eurizon Capital SGR S.p.A.	N/A	—	2,981	-2,981	-100%	$188.6K	—	—	—
New York State Common Retirement Fund	N/A	—	2,666	-2,666	-100%	$168.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,516	-2,516	-100%	$158.9K	—	—	—
Arax Advisory Partners	N/A	—	1,873	-1,873	-100%	$118.3K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,529	-1,529	-100%	$96.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,239	-1,239	-100%	$78.3K	—	—	—
FMR LLC	N/A	—	1,035	-1,035	-100%	$65.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	810	-810	-100%	$51.2K	—	—	—
Legal & General Group Plc	N/A	—	804	-804	-100%	$50.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	645	-645	-100%	$40.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	404	-404	-100%	$25.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	392	-392	-100%	$24.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	306	-306	-100%	$19.3K	—	—	—
Allworth Financial LP	N/A	—	262	-262	-100%	$16.6K	—	—	—
Meeder Asset Management Inc	N/A	—	193	-193	-100%	$12.2K	—	—	—
California State Teachers Retirement System	N/A	—	111	-111	-100%	$7.0K	—	—	—
Clearstead Advisors, LLC	N/A	—	105	-105	-100%	$6.6K	—	—	—
Rothschild Investment LLC	N/A	—	53	-53	-100%	$3.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	51	-51	-100%	$3.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	34	-34	-100%	$2.1K	—	—	—
Optiver Holding B.V.	N/A	—	26	-26	-100%	$1.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	20	-20	-100%	$1.3K	—	—	—

Showing 153 of 153 institutions