First Foundation Inc (FFWM)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

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

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Canyon Capital Advisors LLC

UNCHANGED

Shares8,152,392 from 8,152,392

Change0 (0%)

Value$48.1M (-$2.1M)

Filed 2026-05-15

Strategic Value Bank Partners LLC

UNCHANGED

Shares6,768,343 from 6,768,343

Change0 (0%)

Value$39.9M (-$1.8M)

Filed 2026-04-28

North Reef Capital Management LP

DECREASED

Shares5,911,778 from 7,812,475

Change-1,900,697 (-24%)

Value$34.9M (-$13.2M)

Filed 2026-05-15

BlackRock, Inc.

DECREASED

Shares4,928,567 from 5,049,527

Change-120,960 (-2%)

Value$29.1M (-$2.0M)

Filed 2026-05-13

Fortress Investment Group LLC

UNCHANGED

Shares4,038,750 from 4,038,750

Change0 (0%)

Value$23.8M (-$1.1M)

Filed 2026-05-15

Wellington Management Group LLP

INCREASED

Shares3,442,315 from 691,862

Change+2,750,453 (+398%)

Value$20.3M (+$16.0M)

Filed 2026-05-15

Vanguard Capital Management LLC

NEW

Shares3,348,723

Change+3,348,723

Value$19.8M

Filed 2026-05-15

Ameriprise Financial Inc

NEW

Shares2,565,576

Change+2,565,576

Value$15.1M

Filed 2026-07-17

Maltese Capital Management LLC

DECREASED

Shares2,213,860 from 2,470,000

Change-256,140 (-10%)

Value$13.1M (-$2.2M)

Filed 2026-05-15

Hotchkis & Wiley Capital Management LLC

INCREASED

Shares2,115,460 from 1,689,030

Change+426,430 (+25%)

Value$12.5M (+$2.1M)

Filed 2026-05-15

Glazer Capital, LLC

NEW

Shares2,090,157

Change+2,090,157

Value$12.3K

Filed 2026-05-14

Dimensional Fund Advisors LP

DECREASED

Shares1,789,412 from 2,194,730

Change-405,318 (-18%)

Value$10.6M (-$3.0M)

Filed 2026-05-07

JPMorgan Chase & Co

INCREASED

Shares1,607,591 from 1,446,143

Change+161,448 (+11%)

Value$9.3M (+$351.5K)

Filed 2026-05-13

Qube Research & Technologies Ltd

INCREASED

Shares1,586,431 from 378,967

Change+1,207,464 (+319%)

Value$9.4M (+$7.0M)

Filed 2026-05-15

Geode Capital Management, LLC

DECREASED

Shares1,563,637 from 1,705,331

Change-141,694 (-8%)

Value$9.0M (-$1.5M)

Filed 2026-05-15

State Street Corp

DECREASED

Shares1,419,912 from 2,446,179

Change-1,026,267 (-42%)

Value$8.4M (-$6.7M)

Filed 2026-05-15

Millennium Management LLC

INCREASED

Shares1,251,251 from 49,300

Change+1,201,951 (+2438%)

Value$7.4M (+$7.1M)

Filed 2026-05-15

Balyasny Asset Management L.P.

INCREASED

Shares1,172,550 from 1,033,648

Change+138,902 (+13%)

Value$6.9M (+$550.8K)

Filed 2026-05-15

Citigroup Inc

INCREASED

Shares1,057,194 from 977,362

Change+79,832 (+8%)

Value$6.2M (+$216.9K)

Filed 2026-05-11

Two Sigma Investments, LP

INCREASED

Shares1,055,155 from 683,133

Change+372,022 (+54%)

Value$6.2M (+$2.0M)

Filed 2026-05-15

Invenomic Capital Management LP

DECREASED

Shares1,051,878 from 1,108,456

Change-56,578 (-5%)

Value$6.2M (-$622.0K)

Filed 2026-05-15

ABC Arbitrage SA

DECREASED

Shares964,315 from 1,087,360

Change-123,045 (-11%)

Value$5.7M (-$1.0M)

Filed 2026-05-04

Mendon Capital Advisors Corp

INCREASED

Shares719,278 from 400,000

Change+319,278 (+80%)

Value$4.2M (+$1.8M)

Filed 2026-05-15

Curi Capital, LLC

INCREASED

Shares659,354 from 400,968

Change+258,386 (+64%)

Value$3.9M (+$1.4M)

Filed 2026-05-15

Oddo BHF Asset Management SAS

NEW

Shares626,987

Change+626,987

Value$3.7M

Filed 2026-05-18

Charles Schwab Investment Management Inc

INCREASED

Shares625,603 from 599,111

Change+26,492 (+4%)

Value$3.7M (+$534)

Filed 2026-05-15

Goldman Sachs Group Inc

INCREASED

Shares588,952 from 510,027

Change+78,925 (+15%)

Value$3.5M (+$333.1K)

Filed 2026-05-15

Credit Industriel ET Commercial

INCREASED

Shares580,462 from 480,040

Change+100,422 (+21%)

Value$3.4M (+$467.7K)

Filed 2026-04-29

Northern Trust Corp

INCREASED

Shares574,620 from 560,933

Change+13,687 (+2%)

Value$3.4M (-$65.1K)

Filed 2026-05-14

Vanguard Portfolio Management LLC

NEW

Shares490,378

Change+490,378

Value$2.9M

Filed 2026-05-15

Squarepoint Ops LLC

INCREASED

Shares477,327 from 373,835

Change+103,492 (+28%)

Value$2.8M (+$513.4K)

Filed 2026-05-15

Susquehanna International Group, LLP

INCREASED

Shares475,899 from 189,009

Change+286,890 (+152%)

Value$2.8M (+$1.6M)

Filed 2026-05-15

Trium Capital LLP

NEW

Shares442,850

Change+442,850

Value$2.6M

Filed 2026-04-16

Banc Funds Co LLC

UNCHANGED

Shares432,396 from 432,396

Change0 (0%)

Value$2.6M (-$112.4K)

Filed 2026-05-14

Punch & Associates Investment Management, Inc.

DECREASED

Shares400,000 from 415,980

Change-15,980 (-4%)

Value$2.4M (-$202.4K)

Filed 2026-05-15

SG Americas Securities, LLC

INCREASED

Shares395,033 from 54,451

Change+340,582 (+625%)

Value$2.3K (+$2.0K)

Filed 2026-04-16

Morgan Stanley

DECREASED

Shares385,142 from 1,002,683

Change-617,541 (-62%)

Value$2.3M (-$3.9M)

Filed 2026-05-15

Quantinno Capital Management LP

INCREASED

Shares379,926 from 292,053

Change+87,873 (+30%)

Value$2.2M (+$442.5K)

Filed 2026-05-15

Transmarket Holdings LP

NEW

Shares238,711

Change+238,711

Value$1.4M

Filed 2026-05-13

Nuveen, LLC

INCREASED

Shares221,220 from 202,419

Change+18,801 (+9%)

Value$1.3M (+$58.3K)

Filed 2026-04-30

D. E. Shaw & Co., Inc.

DECREASED

Shares189,547 from 403,868

Change-214,321 (-53%)

Value$1.1M (-$1.4M)

Filed 2026-05-15

Bank of New York Mellon Corp

INCREASED

Shares182,635 from 174,584

Change+8,051 (+5%)

Value$1.1M (+$2.1K)

Filed 2026-05-05

American Century Companies Inc

DECREASED

Shares169,129 from 170,576

Change-1,447 (-1%)

Value$997.9K (-$52.9K)

Filed 2026-05-15

Creative Planning

DECREASED

Shares169,047 from 175,356

Change-6,309 (-4%)

Value$997.4K (-$82.8K)

Filed 2026-05-12

SEI Investments Co

INCREASED

Shares166,166 from 63,625

Change+102,541 (+161%)

Value$980.4K (+$588.4K)

Filed 2026-05-13

Jane Street Group, LLC

NEW

Shares152,311

Change+152,311

Value$898.6K

Filed 2026-05-12

Naples Global Advisors, LLC

DECREASED

Shares148,563 from 348,235

Change-199,672 (-57%)

Value$876.5K (-$1.3M)

Filed 2026-04-20

FLC Capital Advisors

UNCHANGED

Shares144,557 from 144,557

Change0 (0%)

Value$852.9K (-$37.6K)

Filed 2026-05-04

Stephens Inc

UNCHANGED

Shares120,000 from 120,000

Change0 (0%)

Value$708.0K (-$31.2K)

Filed 2026-04-28

Private Management Group Inc

UNCHANGED

Shares109,845 from 109,845

Change0 (0%)

Value$648.1K (-$28.6K)

Filed 2026-05-08

Nomura Holdings Inc

NEW

Shares107,543

Change+107,543

Value$634.5K

Filed 2026-05-15

HSBC Holdings PLC

NEW

Shares96,239

Change+96,239

Value$567.8K

Filed 2026-04-30

Oxford Asset Management LLP

DECREASED

Shares90,736 from 123,012

Change-32,276 (-26%)

Value$535.3K (-$222.4K)

Filed 2026-08-14

Polar Asset Management Partners Inc.

UNCHANGED

Shares86,893 from 86,893

Change0 (0%)

Value$512.7K (-$22.6K)

Filed 2026-05-15

AQR Capital Management LLC

INCREASED

Shares85,304 from 76,422

Change+8,882 (+12%)

Value$503.3K (+$32.5K)

Filed 2026-05-15

Rhumbline Advisers

DECREASED

Shares81,806 from 84,488

Change-2,682 (-3%)

Value$482.6K (-$37.8K)

Filed 2026-05-12

Prelude Capital Management, LLC

NEW

Shares80,000

Change+80,000

Value$472.0K

Filed 2026-05-15

Price T Rowe Associates Inc

INCREASED

Shares79,763 from 67,155

Change+12,608 (+19%)

Value$471 (+$57)

Filed 2026-05-15

Alliancebernstein L.P.

DECREASED

Shares77,360 from 85,730

Change-8,370 (-10%)

Value$476.5K (-$51.6K)

Filed 2026-05-15

Rafferty Asset Management, LLC

DECREASED

Shares73,267 from 110,306

Change-37,039 (-34%)

Value$432.3K (-$247.2K)

Filed 2026-05-15

Water Island Capital LLC

INCREASED

Shares67,573 from 65,919

Change+1,654 (+3%)

Value$398.7K (-$7.4K)

Filed 2026-05-15

Susquehanna Portfolio Strategies, LLC

UNCHANGED

Shares65,197 from 65,197

Change0 (0%)

Value$384.7K (-$17.0K)

Filed 2026-05-15

Susquehanna Fundamental Investments, LLC

INCREASED

Shares64,031 from 10,723

Change+53,308 (+497%)

Value$377.8K (+$311.7K)

Filed 2026-05-15

Yakira Capital Management, Inc.

DECREASED

Shares58,949 from 59,554

Change-605 (-1%)

Value$347.8K (-$19.1K)

Filed 2026-05-14

Barclays PLC

DECREASED

Shares52,454 from 148,859

Change-96,405 (-65%)

Value$1.9M (+$995.5K)

Filed 2026-05-15

Deutsche Bank Ag\

INCREASED

Shares51,624 from 43,895

Change+7,729 (+18%)

Value$304.6K (+$34.2K)

Filed 2026-05-06

Bank of America Corp

DECREASED

Shares51,075 from 294,282

Change-243,207 (-83%)

Value$301.3K (-$1.5M)

Filed 2026-05-18

Inscription Capital, LLC

UNCHANGED

Shares51,028 from 51,028

Change0 (0%)

Value$301.1K (-$13.3K)

Filed 2026-04-20

UBS Group AG

DECREASED

Shares45,986 from 190,608

Change-144,622 (-76%)

Value$271.3K (-$902.8K)

Filed 2026-05-05

Aviance Capital Partners, LLC

UNCHANGED

Shares45,680 from 45,680

Change0 (0%)

Value$269.5K (-$11.9K)

Filed 2026-05-06

Vanguard Personalized Indexing Management, LLC

INCREASED

Shares42,678 from 40,423

Change+2,255 (+6%)

Value$251.8K (+$2.8K)

Filed 2026-05-14

Skopos Labs, Inc.

NEW

Shares42,448

Change+42,448

Value$250.4K

Filed 2026-04-29

Caprock Group, LLC

INCREASED

Shares41,272 from 33,027

Change+8,245 (+25%)

Value$243.5K (+$40.1K)

Filed 2026-05-11

Cerity Partners LLC

INCREASED

Shares37,781 from 37,469

Change+312 (+1%)

Value$222.9K (-$7.9K)

Filed 2026-05-15

MetLife Investment Management, LLC

INCREASED

Shares34,835 from 28,624

Change+6,211 (+22%)

Value$205.5K (+$29.2K)

Filed 2026-05-14

Mercer Global Advisors Inc

INCREASED

Shares32,299 from 20,173

Change+12,126 (+60%)

Value$190.6K (+$66.3K)

Filed 2026-05-15

Mirae Asset Global Etfs Holdings Ltd.

INCREASED

Shares30,213 from 29,499

Change+714 (+2%)

Value$178.3K (-$3.5K)

Filed 2026-05-15

Commonwealth Equity Services, LLC

NEW

Shares28,653

Change+28,653

Value$169.1K

Filed 2026-04-27

Corient Private Wealth LP

NEW

Shares27,774

Change+27,774

Value$163.9K

Filed 2026-05-15

Raymond James Financial Inc

DECREASED

Shares27,205 from 29,516

Change-2,311 (-8%)

Value$160.5K (-$21.3K)

Filed 2026-05-14

Elco Management Co., LLC

NEW

Shares27,124

Change+27,124

Value$160.0K

Filed 2026-04-24

Group One Trading LLC

INCREASED

Shares26,977 from 16,395

Change+10,582 (+65%)

Value$159.2K (+$58.2K)

Filed 2026-05-13

Tortuga Wealth Management, Inc

UNCHANGED

Shares26,250 from 26,250

Change0 (0%)

Value$154.9K (-$6.8K)

Filed 2026-07-17

Wells Fargo & Company

DECREASED

Shares25,640 from 73,417

Change-47,777 (-65%)

Value$151.3K (-$301.0K)

Filed 2026-07-08

Tower Research Capital LLC (TRC)

INCREASED

Shares25,185 from 3,308

Change+21,877 (+661%)

Value$148.6K (+$128.2K)

Filed 2026-05-15

Alpine Global Management, LLC

NEW

Shares23,500

Change+23,500

Value$138.7K

Filed 2026-05-15

State of Wisconsin Investment Board

NEW

Shares22,267

Change+22,267

Value$131.4K

Filed 2026-05-15

LMR Partners LLP

NEW

Shares21,706

Change+21,706

Value$128.1K

Filed 2026-05-15

Clay Northam Wealth Management, LLC

NEW

Shares20,683

Change+20,683

Value$122.0K

Filed 2026-04-28

Hollencrest Capital Management

UNCHANGED

Shares19,840 from 19,840

Change0 (0%)

Value$117.1K (-$5.2K)

Filed 2026-05-07

Kestra Private Wealth Services, LLC

UNCHANGED

Shares19,834 from 19,834

Change0 (0%)

Value$117.0K (-$5.2K)

Filed 2026-04-20

Caldwell Sutter Capital, Inc.

UNCHANGED

Shares18,309 from 18,309

Change0 (0%)

Value$108.0K (-$4.8K)

Filed 2026-05-06

Manufacturers Life Insurance Company, the

DECREASED

Shares17,978 from 20,244

Change-2,266 (-11%)

Value$106.1K (-$18.6K)

Filed 2026-05-15

Intech Investment Management LLC

DECREASED

Shares16,696 from 26,584

Change-9,888 (-37%)

Value$98.5K (-$65.3K)

Filed 2026-05-08

Cypress Wealth Services, LLC

UNCHANGED

Shares16,283 from 16,283

Change0 (0%)

Value$96.1K (-$4.2K)

Filed 2026-04-15

UBS Asset Management Americas LLC

INCREASED

Shares15,545 from 612

Change+14,933 (+2440%)

Value$91.7K (+$87.9K)

Filed 2026-05-13

State Board of Administration of Florida Retirement System

UNCHANGED

Shares14,620 from 14,620

Change0 (0%)

Value$86.3K (-$3.8K)

Filed 2026-05-08

Mirabella Financial Services LLP

INCREASED

Shares13,951 from 12,140

Change+1,811 (+15%)

Value$82.3K (+$7.5K)

Filed 2026-05-12

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares13,739 from 13,739

Change0 (0%)

Value$81.1K (-$3.6K)

Filed 2026-04-29

FMR LLC

DECREASED

Shares13,141 from 3,213,036

Change-3,199,895 (-100%)

Value$77.5K (-$19.7M)

Filed 2026-05-15

CSS LLC

NEW

Shares12,150

Change+12,150

Value$71.7K

Filed 2026-05-15

Voya Investment Management LLC

DECREASED

Shares12,008 from 12,470

Change-462 (-4%)

Value$70.8K (-$6.0K)

Filed 2026-05-12

Savant Capital, LLC

NEW

Shares11,018

Change+11,018

Value$65.0K

Filed 2026-05-04

New York State Common Retirement Fund

UNCHANGED

Shares10,456 from 10,456

Change0 (0%)

Value$61.7K (-$2.7K)

Filed 2026-05-06

Renaissance Technologies LLC

DECREASED

Shares10,400 from 104,800

Change-94,400 (-90%)

Value$61.4K (-$584.2K)

Filed 2026-05-14

CWM, LLC

DECREASED

Shares9,848 from 9,894

Change-46 (0%)

Value$58.1K (+$58.0K)

Filed 2026-05-14

Nisa Investment Advisors, LLC

DECREASED

Shares6,503 from 7,915

Change-1,412 (-18%)

Value$38.4K (-$10.4K)

Filed 2026-04-30

Simplex Trading, LLC

INCREASED

Shares6,452 from 6,446

Change+6 (+0%)

Value$38.1K (-$1.6K)

Filed 2026-05-14

Legal & General Group Plc

UNCHANGED

Shares5,596 from 5,596

Change0 (0%)

Value$33.0K (-$1.5K)

Filed 2026-05-08

Ameritas Investment Partners, Inc.

UNCHANGED

Shares4,983 from 4,983

Change0 (0%)

Value$29.4K (-$1.3K)

Filed 2026-05-13

BNP Paribas Financial Markets

DECREASED

Shares4,982 from 54,558

Change-49,576 (-91%)

Value$29.4K (-$306.7K)

Filed 2026-05-12

Millstone Evans Group, LLC

UNCHANGED

Shares4,854 from 4,854

Change0 (0%)

Value$28.6K (-$1.3K)

Filed 2026-04-30

Signaturefd, LLC

INCREASED

Shares4,222 from 4,219

Change+3 (+0%)

Value$24.9K (-$1.1K)

Filed 2026-04-07

Quadrant Capital Group LLC

INCREASED

Shares4,200 from 3,712

Change+488 (+13%)

Value$24.8K (+$1.9K)

Filed 2026-05-13

Rockefeller Capital Management L.P.

INCREASED

Shares3,529 from 2,697

Change+832 (+31%)

Value$20.8K (+$4.2K)

Filed 2026-05-14

California State Teachers Retirement System

DECREASED

Shares3,436 from 3,909

Change-473 (-12%)

Value$20.3K (-$3.8K)

Filed 2026-05-18

Summit Securities Group LLC

NEW

Shares2,800

Change+2,800

Value$16.5K

Filed 2026-04-30

Fifth Third Bancorp

NEW

Shares2,745

Change+2,745

Value$16.2K

Filed 2026-05-01

Versant Capital Management, Inc

INCREASED

Shares2,744 from 2,393

Change+351 (+15%)

Value$16.2K (+$1.4K)

Filed 2026-04-07

Royal Bank of Canada

DECREASED

Shares2,287 from 5,423

Change-3,136 (-58%)

Value$13.0K (-$20.0K)

Filed 2026-05-15

Arax Advisory Partners

INCREASED

Shares2,251 from 1,984

Change+267 (+13%)

Value$13.3K (+$1.1K)

Filed 2026-05-13

Allworth Financial LP

DECREASED

Shares2,247 from 4,974

Change-2,727 (-55%)

Value$13.3K (-$17.4K)

Filed 2026-05-15

Gamma Investing LLC

DECREASED

Shares1,820 from 2,458

Change-638 (-26%)

Value$10.7K (-$4.4K)

Filed 2026-04-06

PNC Financial Services Group, Inc.

DECREASED

Shares1,611 from 1,640

Change-29 (-2%)

Value$9.5K (-$597)

Filed 2026-05-08

Owl Creek Wealth Partners LLC

NEW

Shares1,225

Change+1,225

Value$7.2K

Filed 2026-05-14

Parallel Advisors, LLC

INCREASED

Shares1,208 from 885

Change+323 (+37%)

Value$7.1K (+$1.7K)

Filed 2026-06-03

Smartleaf Asset Management LLC

DECREASED

Shares1,159 from 1,964

Change-805 (-41%)

Value$6.7K (-$5.2K)

Filed 2026-05-15

Essential Partners LLC

UNCHANGED

Shares1,127 from 1,127

Change0 (0%)

Value$6.6K (-$293)

Filed 2026-05-21

Huntington National Bank

UNCHANGED

Shares862 from 862

Change0 (0%)

Value$5.1K (-$224)

Filed 2026-05-15

Osaic Holdings, Inc.

INCREASED

Shares740 from 428

Change+312 (+73%)

Value$4.4K (+$1.7K)

Filed 2026-05-15

Optiver Holding B.V.

INCREASED

Shares628 from 556

Change+72 (+13%)

Value$3.7K (+$280)

Filed 2026-06-02

US Bancorp \de\

UNCHANGED

Shares606 from 606

Change0 (0%)

Value$3.6K (-$158)

Filed 2026-05-15

EverSource Wealth Advisors, LLC

DECREASED

Shares434 from 570

Change-136 (-24%)

Value$2.6K (-$950)

Filed 2026-05-18

Russell Investments Group, Ltd.

DECREASED

Shares390 from 5,595

Change-5,205 (-93%)

Value$2.3K (-$32.2K)

Filed 2026-05-08

Red Tortoise LLC

UNCHANGED

Shares319 from 319

Change0 (0%)

Value$1.9K (-$83)

Filed 2026-04-21

Stone House Investment Management, LLC

NEW

Shares313

Change+313

Value$1.8K

Filed 2026-04-22

NewEdge Advisors, LLC

UNCHANGED

Shares288 from 288

Change0 (0%)

Value$1.7K (-$75)

Filed 2026-06-03

Brown Brothers Harriman & Co

UNCHANGED

Shares262 from 262

Change0 (0%)

Value$1.5K (-$68)

Filed 2026-05-14

Larson Financial Group LLC

INCREASED

Shares247 from 102

Change+145 (+142%)

Value$1.5K (+$829)

Filed 2026-05-15

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$590 (-$26)

Filed 2026-05-07

Fortitude Family Office, LLC

UNCHANGED

Shares94 from 94

Change0 (0%)

Value$555 (-$24)

Filed 2026-04-16

Physician Wealth Advisors, Inc.

UNCHANGED

Shares93 from 93

Change0 (0%)

Value$549 (-$24)

Filed 2026-04-24

Kilter Group LLC

INCREASED

Shares89 from 1

Change+88 (+8800%)

Value$526 (+$519)

Filed 2026-05-14

Root Financial Partners, LLC

NEW

Shares65

Change+65

Value$384

Filed 2026-04-24

Rothschild Investment LLC

DECREASED

Shares60 from 110

Change-50 (-45%)

Value$354 (-$324)

Filed 2026-05-07

True Wealth Design, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$354 (-$16)

Filed 2026-04-13

SBI Securities Co., Ltd.

DECREASED

Shares42 from 46

Change-4 (-9%)

Value$248 (-$35)

Filed 2026-04-28

DecisionPoint Financial, LLC

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$236 (-$11)

Filed 2026-05-06

IFP Advisors, Inc

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$112 (-$5)

Filed 2026-04-13

Twin Peaks Wealth Advisors, LLC

NEW

Shares13

Change+13

Value$77

Filed 2026-05-08

Covestor Ltd

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$0 ($0)

Filed 2026-05-05

Evolution Wealth Management Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$24 (-$1)

Filed 2026-04-27

EJF Capital LP

CLOSED

Shares0 from 720,621

Change-720,621 (-100%)

Value$0 (-$4.4M)

Filed 2026-05-13

Two Sigma Advisers, LP

CLOSED

Shares0 from 508,800

Change-508,800 (-100%)

Value$0 (-$3.1M)

Filed 2026-05-15

Jump Financial, LLC

CLOSED

Shares0 from 242,600

Change-242,600 (-100%)

Value$0 (-$1.5M)

Filed 2026-05-14

Invesco Ltd.

CLOSED

Shares0 from 164,146

Change-164,146 (-100%)

Value$0 (-$1.0M)

Filed 2026-07-15

Assenagon Asset Management S.A.

CLOSED

Shares0 from 134,496

Change-134,496 (-100%)

Value$0 (-$828.5K)

Filed 2026-04-20

Marshall Wace, LLP

CLOSED

Shares0 from 94,562

Change-94,562 (-100%)

Value$0 (-$582.5K)

Filed 2026-05-15

Oppenheimer & Close, LLC

CLOSED

Shares0 from 84,387

Change-84,387 (-100%)

Value$0 (-$519.8K)

Filed 2026-05-12

Citadel Advisors LLC

CLOSED

Shares0 from 77,327

Change-77,327 (-100%)

Value$0 (-$476.3K)

Filed 2026-05-15

Graham Capital Management, L.P.

CLOSED

Shares0 from 69,836

Change-69,836 (-100%)

Value$0 (-$430.2K)

Filed 2026-05-15

XTX Topco Ltd

CLOSED

Shares0 from 68,267

Change-68,267 (-100%)

Value$0 (-$420.5K)

Filed 2026-05-15

Verition Fund Management LLC

CLOSED

Shares0 from 60,750

Change-60,750 (-100%)

Value$0 (-$374.2K)

Filed 2026-05-15

Point72 Asset Management, L.P.

CLOSED

Shares0 from 60,024

Change-60,024 (-100%)

Value$0 (-$369.7K)

Filed 2026-05-15

Ducere Wealth Management LLC

CLOSED

Shares0 from 50,446

Change-50,446 (-100%)

Value$0 (-$310.7K)

Filed 2026-05-11

Aquatic Capital Management LLC

CLOSED

Shares0 from 33,327

Change-33,327 (-100%)

Value$0 (-$205.3K)

Filed 2026-05-15

HBK Sorce Advisory LLC

CLOSED

Shares0 from 15,739

Change-15,739 (-100%)

Value$0 (-$101.2K)

Filed 2026-05-11

Aigen Investment Management, LP

CLOSED

Shares0 from 14,898

Change-14,898 (-100%)

Value$0 (-$91.8K)

Filed 2026-05-15

Quantbot Technologies LP

CLOSED

Shares0 from 13,234

Change-13,234 (-100%)

Value$0 (-$81.5K)

Filed 2026-05-13

ProShare Advisors LLC

CLOSED

Shares0 from 11,604

Change-11,604 (-100%)

Value$0 (-$71.5K)

Filed 2026-04-27

DRW Securities, LLC

CLOSED

Shares0 from 10,842

Change-10,842 (-100%)

Value$0 (-$66.8K)

Filed 2026-05-13

nVerses Capital, LLC

CLOSED

Shares0 from 10,204

Change-10,204 (-100%)

Value$0 (-$62.9K)

Filed 2026-05-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 6,565

Change-6,565 (-100%)

Value$0 (-$40.4K)

Filed 2026-04-07

Sterling Capital Management LLC

CLOSED

Shares0 from 3,660

Change-3,660 (-100%)

Value$0 (-$22.5K)

Filed 2026-04-22

AlphaQuest LLC

CLOSED

Shares0 from 2,389

Change-2,389 (-100%)

Value$0 (-$14.7K)

Filed 2026-04-30

Amalgamated Bank

CLOSED

Shares0 from 1,995

Change-1,995 (-100%)

Value$0 (-$12)

Filed 2026-05-08

Eurizon Capital SGR S.p.A.

CLOSED

Shares0 from 657

Change-657 (-100%)

Value$0 (-$4.0K)

Filed 2026-05-08

LOS Angeles Capital Management LLC

CLOSED

Shares0 from 478

Change-478 (-100%)

Value$0 (-$2.5K)

Filed 2026-05-08

Private Wealth Management Group, LLC

CLOSED

Shares0 from 181

Change-181 (-100%)

Value$0 (-$1.1K)

Filed 2026-04-23

Kayne Anderson Rudnick Investment Management LLC

CLOSED

Shares0 from 65

Change-65 (-100%)

Value$0 (-$400)

Filed 2026-05-14

BFC Planning, Inc.

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$92)

Filed 2026-10-29

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$92)

Filed 2026-10-30

Sunbelt Securities, Inc.

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$25)

Filed 2026-05-18

Vanguard Group Inc

DECREASED

Shares0 from 4,350,501

Change-4,350,501 (-100%)

Value$0 (-$26.8M)

Filed 2026-05-14

Comerica Bank

N/A

Shares— from 2,745

Change-2,745 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Canyon Capital Advisors LLC	UNCHANGED	8,152,392	8,152,392	0	0%	$50.2M	$48.1M	-$2.1M	2026-05-15
Strategic Value Bank Partners LLC	UNCHANGED	6,768,343	6,768,343	0	0%	$41.7M	$39.9M	-$1.8M	2026-04-28
North Reef Capital Management LP	DECREASED	5,911,778	7,812,475	-1,900,697	-24%	$48.1M	$34.9M	-$13.2M	2026-05-15
BlackRock, Inc.	DECREASED	4,928,567	5,049,527	-120,960	-2%	$31.1M	$29.1M	-$2.0M	2026-05-13
Fortress Investment Group LLC	UNCHANGED	4,038,750	4,038,750	0	0%	$24.9M	$23.8M	-$1.1M	2026-05-15
Wellington Management Group LLP	INCREASED	3,442,315	691,862	+2,750,453	+398%	$4.3M	$20.3M	+$16.0M	2026-05-15
Vanguard Capital Management LLC	NEW	3,348,723	—	+3,348,723	—	—	$19.8M	—	2026-05-15
Ameriprise Financial Inc	NEW	2,565,576	—	+2,565,576	—	—	$15.1M	—	2026-07-17
Maltese Capital Management LLC	DECREASED	2,213,860	2,470,000	-256,140	-10%	$15.2M	$13.1M	-$2.2M	2026-05-15
Hotchkis & Wiley Capital Management LLC	INCREASED	2,115,460	1,689,030	+426,430	+25%	$10.4M	$12.5M	+$2.1M	2026-05-15
Glazer Capital, LLC	NEW	2,090,157	—	+2,090,157	—	—	$12.3K	—	2026-05-14
Dimensional Fund Advisors LP	DECREASED	1,789,412	2,194,730	-405,318	-18%	$13.5M	$10.6M	-$3.0M	2026-05-07
JPMorgan Chase & Co	INCREASED	1,607,591	1,446,143	+161,448	+11%	$8.9M	$9.3M	+$351.5K	2026-05-13
Qube Research & Technologies Ltd	INCREASED	1,586,431	378,967	+1,207,464	+319%	$2.3M	$9.4M	+$7.0M	2026-05-15
Geode Capital Management, LLC	DECREASED	1,563,637	1,705,331	-141,694	-8%	$10.5M	$9.0M	-$1.5M	2026-05-15
State Street Corp	DECREASED	1,419,912	2,446,179	-1,026,267	-42%	$15.1M	$8.4M	-$6.7M	2026-05-15
Millennium Management LLC	INCREASED	1,251,251	49,300	+1,201,951	+2438%	$303.7K	$7.4M	+$7.1M	2026-05-15
Balyasny Asset Management L.P.	INCREASED	1,172,550	1,033,648	+138,902	+13%	$6.4M	$6.9M	+$550.8K	2026-05-15
Citigroup Inc	INCREASED	1,057,194	977,362	+79,832	+8%	$6.0M	$6.2M	+$216.9K	2026-05-11
Two Sigma Investments, LP	INCREASED	1,055,155	683,133	+372,022	+54%	$4.2M	$6.2M	+$2.0M	2026-05-15
Invenomic Capital Management LP	DECREASED	1,051,878	1,108,456	-56,578	-5%	$6.8M	$6.2M	-$622.0K	2026-05-15
ABC Arbitrage SA	DECREASED	964,315	1,087,360	-123,045	-11%	$6.7M	$5.7M	-$1.0M	2026-05-04
Mendon Capital Advisors Corp	INCREASED	719,278	400,000	+319,278	+80%	$2.5M	$4.2M	+$1.8M	2026-05-15
Curi Capital, LLC	INCREASED	659,354	400,968	+258,386	+64%	$2.5M	$3.9M	+$1.4M	2026-05-15
Oddo BHF Asset Management SAS	NEW	626,987	—	+626,987	—	—	$3.7M	—	2026-05-18
Charles Schwab Investment Management Inc	INCREASED	625,603	599,111	+26,492	+4%	$3.7M	$3.7M	+$534	2026-05-15
Goldman Sachs Group Inc	INCREASED	588,952	510,027	+78,925	+15%	$3.1M	$3.5M	+$333.1K	2026-05-15
Credit Industriel ET Commercial	INCREASED	580,462	480,040	+100,422	+21%	$3.0M	$3.4M	+$467.7K	2026-04-29
Northern Trust Corp	INCREASED	574,620	560,933	+13,687	+2%	$3.5M	$3.4M	-$65.1K	2026-05-14
Vanguard Portfolio Management LLC	NEW	490,378	—	+490,378	—	—	$2.9M	—	2026-05-15
Squarepoint Ops LLC	INCREASED	477,327	373,835	+103,492	+28%	$2.3M	$2.8M	+$513.4K	2026-05-15
Susquehanna International Group, LLP	INCREASED	475,899	189,009	+286,890	+152%	$1.2M	$2.8M	+$1.6M	2026-05-15
Trium Capital LLP	NEW	442,850	—	+442,850	—	—	$2.6M	—	2026-04-16
Banc Funds Co LLC	UNCHANGED	432,396	432,396	0	0%	$2.7M	$2.6M	-$112.4K	2026-05-14
Punch & Associates Investment Management, Inc.	DECREASED	400,000	415,980	-15,980	-4%	$2.6M	$2.4M	-$202.4K	2026-05-15
SG Americas Securities, LLC	INCREASED	395,033	54,451	+340,582	+625%	$335	$2.3K	+$2.0K	2026-04-16
Morgan Stanley	DECREASED	385,142	1,002,683	-617,541	-62%	$6.2M	$2.3M	-$3.9M	2026-05-15
Quantinno Capital Management LP	INCREASED	379,926	292,053	+87,873	+30%	$1.8M	$2.2M	+$442.5K	2026-05-15
Transmarket Holdings LP	NEW	238,711	—	+238,711	—	—	$1.4M	—	2026-05-13
Nuveen, LLC	INCREASED	221,220	202,419	+18,801	+9%	$1.2M	$1.3M	+$58.3K	2026-04-30
D. E. Shaw & Co., Inc.	DECREASED	189,547	403,868	-214,321	-53%	$2.5M	$1.1M	-$1.4M	2026-05-15
Bank of New York Mellon Corp	INCREASED	182,635	174,584	+8,051	+5%	$1.1M	$1.1M	+$2.1K	2026-05-05
American Century Companies Inc	DECREASED	169,129	170,576	-1,447	-1%	$1.1M	$997.9K	-$52.9K	2026-05-15
Creative Planning	DECREASED	169,047	175,356	-6,309	-4%	$1.1M	$997.4K	-$82.8K	2026-05-12
SEI Investments Co	INCREASED	166,166	63,625	+102,541	+161%	$391.9K	$980.4K	+$588.4K	2026-05-13
Jane Street Group, LLC	NEW	152,311	—	+152,311	—	—	$898.6K	—	2026-05-12
Naples Global Advisors, LLC	DECREASED	148,563	348,235	-199,672	-57%	$2.1M	$876.5K	-$1.3M	2026-04-20
FLC Capital Advisors	UNCHANGED	144,557	144,557	0	0%	$890.5K	$852.9K	-$37.6K	2026-05-04
Stephens Inc	UNCHANGED	120,000	120,000	0	0%	$739.2K	$708.0K	-$31.2K	2026-04-28
Private Management Group Inc	UNCHANGED	109,845	109,845	0	0%	$676.6K	$648.1K	-$28.6K	2026-05-08
Nomura Holdings Inc	NEW	107,543	—	+107,543	—	—	$634.5K	—	2026-05-15
HSBC Holdings PLC	NEW	96,239	—	+96,239	—	—	$567.8K	—	2026-04-30
Oxford Asset Management LLP	DECREASED	90,736	123,012	-32,276	-26%	$757.8K	$535.3K	-$222.4K	2026-08-14
Polar Asset Management Partners Inc.	UNCHANGED	86,893	86,893	0	0%	$535.3K	$512.7K	-$22.6K	2026-05-15
AQR Capital Management LLC	INCREASED	85,304	76,422	+8,882	+12%	$470.8K	$503.3K	+$32.5K	2026-05-15
Rhumbline Advisers	DECREASED	81,806	84,488	-2,682	-3%	$520.4K	$482.6K	-$37.8K	2026-05-12
Prelude Capital Management, LLC	NEW	80,000	—	+80,000	—	—	$472.0K	—	2026-05-15
Price T Rowe Associates Inc	INCREASED	79,763	67,155	+12,608	+19%	$414	$471	+$57	2026-05-15
Alliancebernstein L.P.	DECREASED	77,360	85,730	-8,370	-10%	$528.1K	$476.5K	-$51.6K	2026-05-15
Rafferty Asset Management, LLC	DECREASED	73,267	110,306	-37,039	-34%	$679.5K	$432.3K	-$247.2K	2026-05-15
Water Island Capital LLC	INCREASED	67,573	65,919	+1,654	+3%	$406.1K	$398.7K	-$7.4K	2026-05-15
Susquehanna Portfolio Strategies, LLC	UNCHANGED	65,197	65,197	0	0%	$401.6K	$384.7K	-$17.0K	2026-05-15
Susquehanna Fundamental Investments, LLC	INCREASED	64,031	10,723	+53,308	+497%	$66.1K	$377.8K	+$311.7K	2026-05-15
Yakira Capital Management, Inc.	DECREASED	58,949	59,554	-605	-1%	$366.9K	$347.8K	-$19.1K	2026-05-14
Barclays PLC	DECREASED	52,454	148,859	-96,405	-65%	$917.0K	$1.9M	+$995.5K	2026-05-15
Deutsche Bank Ag\	INCREASED	51,624	43,895	+7,729	+18%	$270.4K	$304.6K	+$34.2K	2026-05-06
Bank of America Corp	DECREASED	51,075	294,282	-243,207	-83%	$1.8M	$301.3K	-$1.5M	2026-05-18
Inscription Capital, LLC	UNCHANGED	51,028	51,028	0	0%	$314.3K	$301.1K	-$13.3K	2026-04-20
UBS Group AG	DECREASED	45,986	190,608	-144,622	-76%	$1.2M	$271.3K	-$902.8K	2026-05-05
Aviance Capital Partners, LLC	UNCHANGED	45,680	45,680	0	0%	$281.4K	$269.5K	-$11.9K	2026-05-06
Vanguard Personalized Indexing Management, LLC	INCREASED	42,678	40,423	+2,255	+6%	$249.0K	$251.8K	+$2.8K	2026-05-14
Skopos Labs, Inc.	NEW	42,448	—	+42,448	—	—	$250.4K	—	2026-04-29
Caprock Group, LLC	INCREASED	41,272	33,027	+8,245	+25%	$203.4K	$243.5K	+$40.1K	2026-05-11
Cerity Partners LLC	INCREASED	37,781	37,469	+312	+1%	$230.8K	$222.9K	-$7.9K	2026-05-15
MetLife Investment Management, LLC	INCREASED	34,835	28,624	+6,211	+22%	$176.3K	$205.5K	+$29.2K	2026-05-14
Mercer Global Advisors Inc	INCREASED	32,299	20,173	+12,126	+60%	$124.3K	$190.6K	+$66.3K	2026-05-15
Mirae Asset Global Etfs Holdings Ltd.	INCREASED	30,213	29,499	+714	+2%	$181.7K	$178.3K	-$3.5K	2026-05-15
Commonwealth Equity Services, LLC	NEW	28,653	—	+28,653	—	—	$169.1K	—	2026-04-27
Corient Private Wealth LP	NEW	27,774	—	+27,774	—	—	$163.9K	—	2026-05-15
Raymond James Financial Inc	DECREASED	27,205	29,516	-2,311	-8%	$181.8K	$160.5K	-$21.3K	2026-05-14
Elco Management Co., LLC	NEW	27,124	—	+27,124	—	—	$160.0K	—	2026-04-24
Group One Trading LLC	INCREASED	26,977	16,395	+10,582	+65%	$101.0K	$159.2K	+$58.2K	2026-05-13
Tortuga Wealth Management, Inc	UNCHANGED	26,250	26,250	0	0%	$161.7K	$154.9K	-$6.8K	2026-07-17
Wells Fargo & Company	DECREASED	25,640	73,417	-47,777	-65%	$452.2K	$151.3K	-$301.0K	2026-07-08
Tower Research Capital LLC (TRC)	INCREASED	25,185	3,308	+21,877	+661%	$20.4K	$148.6K	+$128.2K	2026-05-15
Alpine Global Management, LLC	NEW	23,500	—	+23,500	—	—	$138.7K	—	2026-05-15
State of Wisconsin Investment Board	NEW	22,267	—	+22,267	—	—	$131.4K	—	2026-05-15
LMR Partners LLP	NEW	21,706	—	+21,706	—	—	$128.1K	—	2026-05-15
Clay Northam Wealth Management, LLC	NEW	20,683	—	+20,683	—	—	$122.0K	—	2026-04-28
Hollencrest Capital Management	UNCHANGED	19,840	19,840	0	0%	$122.2K	$117.1K	-$5.2K	2026-05-07
Kestra Private Wealth Services, LLC	UNCHANGED	19,834	19,834	0	0%	$122.2K	$117.0K	-$5.2K	2026-04-20
Caldwell Sutter Capital, Inc.	UNCHANGED	18,309	18,309	0	0%	$112.8K	$108.0K	-$4.8K	2026-05-06
Manufacturers Life Insurance Company, the	DECREASED	17,978	20,244	-2,266	-11%	$124.7K	$106.1K	-$18.6K	2026-05-15
Intech Investment Management LLC	DECREASED	16,696	26,584	-9,888	-37%	$163.8K	$98.5K	-$65.3K	2026-05-08
Cypress Wealth Services, LLC	UNCHANGED	16,283	16,283	0	0%	$100.3K	$96.1K	-$4.2K	2026-04-15
UBS Asset Management Americas LLC	INCREASED	15,545	612	+14,933	+2440%	$3.8K	$91.7K	+$87.9K	2026-05-13
State Board of Administration of Florida Retirement System	UNCHANGED	14,620	14,620	0	0%	$90.1K	$86.3K	-$3.8K	2026-05-08
Mirabella Financial Services LLP	INCREASED	13,951	12,140	+1,811	+15%	$74.8K	$82.3K	+$7.5K	2026-05-12
Police & Firemen's Retirement System of New Jersey	UNCHANGED	13,739	13,739	0	0%	$84.6K	$81.1K	-$3.6K	2026-04-29
FMR LLC	DECREASED	13,141	3,213,036	-3,199,895	-100%	$19.8M	$77.5K	-$19.7M	2026-05-15
CSS LLC	NEW	12,150	—	+12,150	—	—	$71.7K	—	2026-05-15
Voya Investment Management LLC	DECREASED	12,008	12,470	-462	-4%	$76.8K	$70.8K	-$6.0K	2026-05-12
Savant Capital, LLC	NEW	11,018	—	+11,018	—	—	$65.0K	—	2026-05-04
New York State Common Retirement Fund	UNCHANGED	10,456	10,456	0	0%	$64.4K	$61.7K	-$2.7K	2026-05-06
Renaissance Technologies LLC	DECREASED	10,400	104,800	-94,400	-90%	$645.6K	$61.4K	-$584.2K	2026-05-14
CWM, LLC	DECREASED	9,848	9,894	-46	0%	$61	$58.1K	+$58.0K	2026-05-14
Nisa Investment Advisors, LLC	DECREASED	6,503	7,915	-1,412	-18%	$48.8K	$38.4K	-$10.4K	2026-04-30
Simplex Trading, LLC	INCREASED	6,452	6,446	+6	+0%	$39.7K	$38.1K	-$1.6K	2026-05-14
Legal & General Group Plc	UNCHANGED	5,596	5,596	0	0%	$34.5K	$33.0K	-$1.5K	2026-05-08
Ameritas Investment Partners, Inc.	UNCHANGED	4,983	4,983	0	0%	$30.7K	$29.4K	-$1.3K	2026-05-13
BNP Paribas Financial Markets	DECREASED	4,982	54,558	-49,576	-91%	$336.1K	$29.4K	-$306.7K	2026-05-12
Millstone Evans Group, LLC	UNCHANGED	4,854	4,854	0	0%	$29.9K	$28.6K	-$1.3K	2026-04-30
Signaturefd, LLC	INCREASED	4,222	4,219	+3	+0%	$26.0K	$24.9K	-$1.1K	2026-04-07
Quadrant Capital Group LLC	INCREASED	4,200	3,712	+488	+13%	$22.9K	$24.8K	+$1.9K	2026-05-13
Rockefeller Capital Management L.P.	INCREASED	3,529	2,697	+832	+31%	$16.6K	$20.8K	+$4.2K	2026-05-14
California State Teachers Retirement System	DECREASED	3,436	3,909	-473	-12%	$24.1K	$20.3K	-$3.8K	2026-05-18
Summit Securities Group LLC	NEW	2,800	—	+2,800	—	—	$16.5K	—	2026-04-30
Fifth Third Bancorp	NEW	2,745	—	+2,745	—	—	$16.2K	—	2026-05-01
Versant Capital Management, Inc	INCREASED	2,744	2,393	+351	+15%	$14.7K	$16.2K	+$1.4K	2026-04-07
Royal Bank of Canada	DECREASED	2,287	5,423	-3,136	-58%	$33.0K	$13.0K	-$20.0K	2026-05-15
Arax Advisory Partners	INCREASED	2,251	1,984	+267	+13%	$12.2K	$13.3K	+$1.1K	2026-05-13
Allworth Financial LP	DECREASED	2,247	4,974	-2,727	-55%	$30.6K	$13.3K	-$17.4K	2026-05-15
Gamma Investing LLC	DECREASED	1,820	2,458	-638	-26%	$15.1K	$10.7K	-$4.4K	2026-04-06
PNC Financial Services Group, Inc.	DECREASED	1,611	1,640	-29	-2%	$10.1K	$9.5K	-$597	2026-05-08
Owl Creek Wealth Partners LLC	NEW	1,225	—	+1,225	—	—	$7.2K	—	2026-05-14
Parallel Advisors, LLC	INCREASED	1,208	885	+323	+37%	$5.5K	$7.1K	+$1.7K	2026-06-03
Smartleaf Asset Management LLC	DECREASED	1,159	1,964	-805	-41%	$11.9K	$6.7K	-$5.2K	2026-05-15
Essential Partners LLC	UNCHANGED	1,127	1,127	0	0%	$6.9K	$6.6K	-$293	2026-05-21
Huntington National Bank	UNCHANGED	862	862	0	0%	$5.3K	$5.1K	-$224	2026-05-15
Osaic Holdings, Inc.	INCREASED	740	428	+312	+73%	$2.6K	$4.4K	+$1.7K	2026-05-15
Optiver Holding B.V.	INCREASED	628	556	+72	+13%	$3.4K	$3.7K	+$280	2026-06-02
US Bancorp \de\	UNCHANGED	606	606	0	0%	$3.7K	$3.6K	-$158	2026-05-15
EverSource Wealth Advisors, LLC	DECREASED	434	570	-136	-24%	$3.5K	$2.6K	-$950	2026-05-18
Russell Investments Group, Ltd.	DECREASED	390	5,595	-5,205	-93%	$34.5K	$2.3K	-$32.2K	2026-05-08
Red Tortoise LLC	UNCHANGED	319	319	0	0%	$2.0K	$1.9K	-$83	2026-04-21
Stone House Investment Management, LLC	NEW	313	—	+313	—	—	$1.8K	—	2026-04-22
NewEdge Advisors, LLC	UNCHANGED	288	288	0	0%	$1.8K	$1.7K	-$75	2026-06-03
Brown Brothers Harriman & Co	UNCHANGED	262	262	0	0%	$1.6K	$1.5K	-$68	2026-05-14
Larson Financial Group LLC	INCREASED	247	102	+145	+142%	$628	$1.5K	+$829	2026-05-15
Northwestern Mutual Wealth Management Co	UNCHANGED	100	100	0	0%	$616	$590	-$26	2026-05-07
Fortitude Family Office, LLC	UNCHANGED	94	94	0	0%	$579	$555	-$24	2026-04-16
Physician Wealth Advisors, Inc.	UNCHANGED	93	93	0	0%	$573	$549	-$24	2026-04-24
Kilter Group LLC	INCREASED	89	1	+88	+8800%	$7	$526	+$519	2026-05-14
Root Financial Partners, LLC	NEW	65	—	+65	—	—	$384	—	2026-04-24
Rothschild Investment LLC	DECREASED	60	110	-50	-45%	$678	$354	-$324	2026-05-07
True Wealth Design, LLC	UNCHANGED	60	60	0	0%	$370	$354	-$16	2026-04-13
SBI Securities Co., Ltd.	DECREASED	42	46	-4	-9%	$283	$248	-$35	2026-04-28
DecisionPoint Financial, LLC	UNCHANGED	40	40	0	0%	$247	$236	-$11	2026-05-06
IFP Advisors, Inc	UNCHANGED	19	19	0	0%	$117	$112	-$5	2026-04-13
Twin Peaks Wealth Advisors, LLC	NEW	13	—	+13	—	—	$77	—	2026-05-08
Covestor Ltd	UNCHANGED	10	10	0	0%	$0	$0	$0	2026-05-05
Evolution Wealth Management Inc.	UNCHANGED	4	4	0	0%	$25	$24	-$1	2026-04-27
EJF Capital LP	CLOSED	0	720,621	-720,621	-100%	$4.4M	$0	-$4.4M	2026-05-13
Two Sigma Advisers, LP	CLOSED	0	508,800	-508,800	-100%	$3.1M	$0	-$3.1M	2026-05-15
Jump Financial, LLC	CLOSED	0	242,600	-242,600	-100%	$1.5M	$0	-$1.5M	2026-05-14
Invesco Ltd.	CLOSED	0	164,146	-164,146	-100%	$1.0M	$0	-$1.0M	2026-07-15
Assenagon Asset Management S.A.	CLOSED	0	134,496	-134,496	-100%	$828.5K	$0	-$828.5K	2026-04-20
Marshall Wace, LLP	CLOSED	0	94,562	-94,562	-100%	$582.5K	$0	-$582.5K	2026-05-15
Oppenheimer & Close, LLC	CLOSED	0	84,387	-84,387	-100%	$519.8K	$0	-$519.8K	2026-05-12
Citadel Advisors LLC	CLOSED	0	77,327	-77,327	-100%	$476.3K	$0	-$476.3K	2026-05-15
Graham Capital Management, L.P.	CLOSED	0	69,836	-69,836	-100%	$430.2K	$0	-$430.2K	2026-05-15
XTX Topco Ltd	CLOSED	0	68,267	-68,267	-100%	$420.5K	$0	-$420.5K	2026-05-15
Verition Fund Management LLC	CLOSED	0	60,750	-60,750	-100%	$374.2K	$0	-$374.2K	2026-05-15
Point72 Asset Management, L.P.	CLOSED	0	60,024	-60,024	-100%	$369.7K	$0	-$369.7K	2026-05-15
Ducere Wealth Management LLC	CLOSED	0	50,446	-50,446	-100%	$310.7K	$0	-$310.7K	2026-05-11
Aquatic Capital Management LLC	CLOSED	0	33,327	-33,327	-100%	$205.3K	$0	-$205.3K	2026-05-15
HBK Sorce Advisory LLC	CLOSED	0	15,739	-15,739	-100%	$101.2K	$0	-$101.2K	2026-05-11
Aigen Investment Management, LP	CLOSED	0	14,898	-14,898	-100%	$91.8K	$0	-$91.8K	2026-05-15
Quantbot Technologies LP	CLOSED	0	13,234	-13,234	-100%	$81.5K	$0	-$81.5K	2026-05-13
ProShare Advisors LLC	CLOSED	0	11,604	-11,604	-100%	$71.5K	$0	-$71.5K	2026-04-27
DRW Securities, LLC	CLOSED	0	10,842	-10,842	-100%	$66.8K	$0	-$66.8K	2026-05-13
nVerses Capital, LLC	CLOSED	0	10,204	-10,204	-100%	$62.9K	$0	-$62.9K	2026-05-13
Farther Finance Advisors, LLC	CLOSED	0	6,565	-6,565	-100%	$40.4K	$0	-$40.4K	2026-04-07
Sterling Capital Management LLC	CLOSED	0	3,660	-3,660	-100%	$22.5K	$0	-$22.5K	2026-04-22
AlphaQuest LLC	CLOSED	0	2,389	-2,389	-100%	$14.7K	$0	-$14.7K	2026-04-30
Amalgamated Bank	CLOSED	0	1,995	-1,995	-100%	$12	$0	-$12	2026-05-08
Eurizon Capital SGR S.p.A.	CLOSED	0	657	-657	-100%	$4.0K	$0	-$4.0K	2026-05-08
LOS Angeles Capital Management LLC	CLOSED	0	478	-478	-100%	$2.5K	$0	-$2.5K	2026-05-08
Private Wealth Management Group, LLC	CLOSED	0	181	-181	-100%	$1.1K	$0	-$1.1K	2026-04-23
Kayne Anderson Rudnick Investment Management LLC	CLOSED	0	65	-65	-100%	$400	$0	-$400	2026-05-14
BFC Planning, Inc.	CLOSED	0	15	-15	-100%	$92	$0	-$92	2026-10-29
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	15	-15	-100%	$92	$0	-$92	2026-10-30
Sunbelt Securities, Inc.	CLOSED	0	4	-4	-100%	$25	$0	-$25	2026-05-18
Vanguard Group Inc	DECREASED	0	4,350,501	-4,350,501	-100%	$26.8M	$0	-$26.8M	2026-05-14
Comerica Bank	N/A	—	2,745	-2,745	-100%	$16.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	50	-50	-100%	$308	—	—	—

Showing 186 of 186 institutions