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1ST Source Corp (SRCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares1,403,810 from 1,466,907
Change-63,097 (-4%)
Value$118.6M (-$1.0M)
Filed 2026-11-04
Boston Trust Walden Corp
DECREASED
Shares367,495 from 386,741
Change-19,246 (-5%)
Value$31.1M (-$497.0K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares103,583 from 105,103
Change-1,520 (-1%)
Value$8.8M (+$178.5K)
Filed 2026-11-05
Granite Investment Partners, LLC
INCREASED
Shares81,792 from 5,736
Change+76,056 (+1326%)
Value$6.9M (+$6.4M)
Filed 2026-11-04
Isthmus Partners, LLC
DECREASED
Shares56,207 from 56,461
Change-254 (0%)
Value$4.7M (+$143.4K)
Filed 2026-10-21
Principal Financial Group Inc
INCREASED
Shares45,591 from 25,139
Change+20,452 (+81%)
Value$3.9M (+$1.8M)
Filed 2026-11-02
Sterling Capital Management LLC
INCREASED
Shares32,515 from 4,392
Change+28,123 (+640%)
Value$2.7M (+$2.4M)
Filed 2026-10-22
Indiana Trust & Investment Management Co
INCREASED
Shares29,998 from 28,231
Change+1,767 (+6%)
Value$2.5M (+$231.7K)
Filed 2026-10-22
Values First Advisors, Inc.
DECREASED
Shares26,802 from 27,188
Change-386 (-1%)
Value$2.3M (+$46.7K)
Filed 2026-10-23
Linden Thomas Advisory Services, LLC
DECREASED
Shares25,215 from 25,273
Change-58 (0%)
Value$2.1M (+$68.9K)
Filed 2026-10-19
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.1M (+$73.0K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares19,967 from 16,936
Change+3,031 (+18%)
Value$1.7M (+$305.6K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares19,299 from 21,087
Change-1,788 (-8%)
Value$1.6M (-$89.5K)
Filed 2026-11-04
Jackson Creek Investment Advisors LLC
DECREASED
Shares18,032 from 18,275
Change-243 (-1%)
Value$1.5M (+$1.5M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares16,983 from 15,085
Change+1,898 (+13%)
Value$1.4M (+$204.4K)
Filed 2026-11-03
Ellsworth Advisors, LLC
INCREASED
Shares11,809 from 11,668
Change+141 (+1%)
Value$997.9K (+$38.4K)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares10,596 from 10,659
Change-63 (-1%)
Value$895.4K (+$25.8K)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares8,165 from 7,842
Change+323 (+4%)
Value$701.7K (+$48.4K)
Filed 2026-11-04
Counterpoint Mutual Funds LLC
NEW
Shares8,076
Change+8,076
Value$682.4K
Filed 2026-10-16
Inspire Investing, LLC
DECREASED
Shares7,548 from 8,324
Change-776 (-9%)
Value$637.8K (-$41.3K)
Filed 2026-10-22
Eddie Patel Inc
INCREASED
Shares7,241 from 5,249
Change+1,992 (+38%)
Value$611.9K (+$183.7K)
Filed 2026-11-02
Alps Advisors Inc
DECREASED
Shares6,639 from 7,402
Change-763 (-10%)
Value$561.0K (-$42.9K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,455 from 5,942
Change+513 (+9%)
Value$548.7K (+$64.8K)
Filed 2026-10-13
North Star Investment Management Corp.
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$452.0K (+$15.6K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares5,020 from 5,667
Change-647 (-11%)
Value$424.2K (-$38.1K)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares4,744 from 4,699
Change+45 (+1%)
Value$400.9K (+$17.5K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares4,524 from 4,580
Change-56 (-1%)
Value$382.3K (+$8.6K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares4,336 from 2,748
Change+1,588 (+58%)
Value$366.4K (+$142.2K)
Filed 2026-10-30
KFG Wealth Management, LLC
INCREASED
Shares4,024 from 4,009
Change+15 (+0%)
Value$340.0K (+$12.9K)
Filed 2026-10-16
Quadrant Capital Group LLC
UNCHANGED
Shares3,991 from 3,991
Change0 (0%)
Value$335.5K (+$9.9K)
Filed 2026-10-20
Harbour Trust & Investment Management Co
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$317.6K (+$11.0K)
Filed 2026-10-28
AMI Investment Management Inc
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$290.7K (+$10.0K)
Filed 2026-10-27
Swiss Life Asset Management Ltd
DECREASED
Shares3,005 from 3,040
Change-35 (-1%)
Value$253.9K (+$5.9K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
NEW
Shares2,670
Change+2,670
Value$225.6K
Filed 2026-10-30
Pictet Asset Management Holding SA
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$220.0K (+$7.6K)
Filed 2026-11-03
New York State Teachers Retirement System
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$142.0K (+$5.0K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
INCREASED
Shares1,181 from 711
Change+470 (+66%)
Value$99.8K (+$41.8K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares1,031 from 1,026
Change+5 (+0%)
Value$87 (+$3)
Filed 2026-10-02
State of Alaska, Department of Revenue
DECREASED
Shares899 from 982
Change-83 (-8%)
Value$75 (-$79.9K)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares884 from 52
Change+832 (+1600%)
Value$74.7K (+$70.5K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares841
Change+841
Value$71.1K
Filed 2026-10-16
Rossby Financial, LCC
NEW
Shares806
Change+806
Value$68.1K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares502 from 502
Change0 (0%)
Value$42.4K (+$1.5K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares472 from 465
Change+7 (+2%)
Value$39.9K (+$2.0K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares351 from 331
Change+20 (+6%)
Value$29.7K (+$2.7K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares298 from 299
Change-1 (0%)
Value$25.2K (+$789)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares259 from 219
Change+40 (+18%)
Value$21.9K (+$4.0K)
Filed 2026-10-02
Farther Finance Advisors, LLC
INCREASED
Shares178 from 133
Change+45 (+34%)
Value$15.0K (+$4.2K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$14.7K (+$508)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares170 from 156
Change+14 (+9%)
Value$14.4K (+$1.6K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares134 from 120
Change+14 (+12%)
Value$11.3K (+$1.5K)
Filed 2026-10-23
Essential Partners LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$8.8K (+$304)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares103 from 97
Change+6 (+6%)
Value$8.7K (+$790)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$6.7K (+$231)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares56
Change+56
Value$4.7K
Filed 2026-10-21
Ares Financial Consulting, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.7K (+$93)
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$2.5K (+$84)
Filed 2026-10-27
Fortitude Family Office, LLC
NEW
Shares27
Change+27
Value$2.3K
Filed 2026-10-14
True Wealth Design, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.0K (+$70)
Filed 2026-10-13
Clark Wealth Partners
NEW
Shares21
Change+21
Value$1.8K
Filed 2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (+$50)
Filed 2026-10-20
Bare Financial Services, Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (+$44)
Filed 2026-11-04
Valued Wealth Advisors LLC
NEW
Shares9
Change+9
Value$761
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares4 from 8
Change-4 (-50%)
Value$0 (-$1)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares2
Change+2
Value$153
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$86 (+$3)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$88 (+$6)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 7,377
Change-7,377 (-100%)
Value$0 (-$601.8K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$897)
Filed 2026-10-05
1ST Source Bank
N/A
Shares— from 5,110,889
Change-5,110,889 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,039,169
Change-2,039,169 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 733,086
Change-733,086 (-100%)
Value—
State Street Corp
N/A
Shares— from 693,773
Change-693,773 (-100%)
Value—
American Trust
N/A
Shares— from 655,083
Change-655,083 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 612,299
Change-612,299 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 547,423
Change-547,423 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 524,714
Change-524,714 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 481,186
Change-481,186 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 344,613
Change-344,613 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 305,370
Change-305,370 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 304,837
Change-304,837 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 262,553
Change-262,553 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 236,806
Change-236,806 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 218,409
Change-218,409 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 189,584
Change-189,584 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 166,607
Change-166,607 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 145,389
Change-145,389 (-100%)
Value—
UBS Group AG
N/A
Shares— from 138,667
Change-138,667 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 133,526
Change-133,526 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 127,717
Change-127,717 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 117,691
Change-117,691 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 112,609
Change-112,609 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 105,952
Change-105,952 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 105,381
Change-105,381 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 94,043
Change-94,043 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 93,800
Change-93,800 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 86,415
Change-86,415 (-100%)
Value—
FMR LLC
N/A
Shares— from 83,780
Change-83,780 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 80,900
Change-80,900 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 79,643
Change-79,643 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 65,216
Change-65,216 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 55,171
Change-55,171 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 48,189
Change-48,189 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 46,120
Change-46,120 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 45,886
Change-45,886 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 45,729
Change-45,729 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 39,715
Change-39,715 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 38,772
Change-38,772 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 37,274
Change-37,274 (-100%)
Value—
Dean Capital Management
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 34,731
Change-34,731 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,622
Change-34,622 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 34,189
Change-34,189 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32,264
Change-32,264 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 31,399
Change-31,399 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 30,996
Change-30,996 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 26,531
Change-26,531 (-100%)
Value—
Barclays PLC
N/A
Shares— from 25,956
Change-25,956 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 25,891
Change-25,891 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,832
Change-25,832 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,894
Change-24,894 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 24,856
Change-24,856 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 22,650
Change-22,650 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 20,760
Change-20,760 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 19,887
Change-19,887 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 19,839
Change-19,839 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 18,251
Change-18,251 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 16,125
Change-16,125 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 15,601
Change-15,601 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 15,592
Change-15,592 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 14,777
Change-14,777 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,148
Change-11,148 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,787
Change-10,787 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,590
Change-10,590 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 9,620
Change-9,620 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 9,285
Change-9,285 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,827
Change-5,827 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
&partners
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 919
Change-919 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 836
Change-836 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 334
Change-334 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 248
Change-248 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 180
Change-180 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Quarry LP
N/A
Shares— from 65
Change-65 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 18
Change-18 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED1,403,8101,466,907-63,097-4%$119.7M$118.6M-$1.0M2026-11-04
Boston Trust Walden Corp
DECREASED367,495386,741-19,246-5%$31.6M$31.1M-$497.0K2026-10-30
Bank of New York Mellon Corp
DECREASED103,583105,103-1,520-1%$8.6M$8.8M+$178.5K2026-11-05
Granite Investment Partners, LLC
INCREASED81,7925,736+76,056+1326%$467.9K$6.9M+$6.4M2026-11-04
Isthmus Partners, LLC
DECREASED56,20756,461-2540%$4.6M$4.7M+$143.4K2026-10-21
Principal Financial Group Inc
INCREASED45,59125,139+20,452+81%$2.1M$3.9M+$1.8M2026-11-02
Sterling Capital Management LLC
INCREASED32,5154,392+28,123+640%$358.3K$2.7M+$2.4M2026-10-22
Indiana Trust & Investment Management Co
INCREASED29,99828,231+1,767+6%$2.3M$2.5M+$231.7K2026-10-22
Values First Advisors, Inc.
DECREASED26,80227,188-386-1%$2.2M$2.3M+$46.7K2026-10-23
Linden Thomas Advisory Services, LLC
DECREASED25,21525,273-580%$2.1M$2.1M+$68.9K2026-10-19
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED25,00025,00000%$2.0M$2.1M+$73.0K2026-10-27
Creative Planning
INCREASED19,96716,936+3,031+18%$1.4M$1.7M+$305.6K2026-11-02
Citigroup Inc
DECREASED19,29921,087-1,788-8%$1.7M$1.6M-$89.5K2026-11-04
Jackson Creek Investment Advisors LLC
DECREASED18,03218,275-243-1%$1.6K$1.5M+$1.5M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED16,98315,085+1,898+13%$1.2M$1.4M+$204.4K2026-11-03
Ellsworth Advisors, LLC
INCREASED11,80911,668+141+1%$959.5K$997.9K+$38.4K2026-10-15
Midwest Trust Co
DECREASED10,59610,659-63-1%$869.6K$895.4K+$25.8K2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED8,1657,842+323+4%$653.3K$701.7K+$48.4K2026-11-04
Counterpoint Mutual Funds LLC
NEW8,076—+8,076——$682.4K—2026-10-16
Inspire Investing, LLC
DECREASED7,5488,324-776-9%$679.1K$637.8K-$41.3K2026-10-22
Eddie Patel Inc
INCREASED7,2415,249+1,992+38%$428.2K$611.9K+$183.7K2026-11-02
Alps Advisors Inc
DECREASED6,6397,402-763-10%$603.9K$561.0K-$42.9K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED6,4555,942+513+9%$483.9K$548.7K+$64.8K2026-10-13
North Star Investment Management Corp.
UNCHANGED5,3495,34900%$436.4K$452.0K+$15.6K2026-10-27
Fifth Third Bancorp
DECREASED5,0205,667-647-11%$462.3K$424.2K-$38.1K2026-11-05
Arizona State Retirement System
INCREASED4,7444,699+45+1%$383.3K$400.9K+$17.5K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED4,5244,580-56-1%$373.6K$382.3K+$8.6K2026-10-13
Truist Financial Corp
INCREASED4,3362,748+1,588+58%$224.2K$366.4K+$142.2K2026-10-30
KFG Wealth Management, LLC
INCREASED4,0244,009+15+0%$327.1K$340.0K+$12.9K2026-10-16
Quadrant Capital Group LLC
UNCHANGED3,9913,99100%$325.6K$335.5K+$9.9K2026-10-20
Harbour Trust & Investment Management Co
UNCHANGED3,7583,75800%$306.6K$317.6K+$11.0K2026-10-28
AMI Investment Management Inc
UNCHANGED3,4403,44000%$280.6K$290.7K+$10.0K2026-10-27
Swiss Life Asset Management Ltd
DECREASED3,0053,040-35-1%$248.0K$253.9K+$5.9K2026-11-03
Kestra Private Wealth Services, LLC
NEW2,670—+2,670——$225.6K—2026-10-30
Pictet Asset Management Holding SA
UNCHANGED2,6032,60300%$212.4K$220.0K+$7.6K2026-11-03
New York State Teachers Retirement System
UNCHANGED1,6751,67500%$137.0K$142.0K+$5.0K2026-10-22
Nisa Investment Advisors, LLC
INCREASED1,181711+470+66%$58.0K$99.8K+$41.8K2026-10-20
CX Institutional
INCREASED1,0311,026+5+0%$84$87+$32026-10-02
State of Alaska, Department of Revenue
DECREASED899982-83-8%$80.0K$75-$79.9K2026-10-15
IFP Advisors, Inc
INCREASED88452+832+1600%$4.2K$74.7K+$70.5K2026-10-16
USA Financial Formulas
NEW841—+841——$71.1K—2026-10-16
Rossby Financial, LCC
NEW806—+806——$68.1K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED50250200%$41.0K$42.4K+$1.5K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED472465+7+2%$37.9K$39.9K+$2.0K2026-11-04
Gamma Investing LLC
INCREASED351331+20+6%$27.0K$29.7K+$2.7K2026-10-08
US Bancorp \de\
DECREASED298299-10%$24.4K$25.2K+$7892026-11-05
Versant Capital Management, Inc
INCREASED259219+40+18%$17.9K$21.9K+$4.0K2026-10-02
Farther Finance Advisors, LLC
INCREASED178133+45+34%$10.9K$15.0K+$4.2K2026-10-08
Parallel Advisors, LLC
UNCHANGED17417400%$14.2K$14.7K+$5082026-11-03
SBI Securities Co., Ltd.
INCREASED170156+14+9%$12.7K$14.4K+$1.6K2026-10-22
Signaturefd, LLC
INCREASED134120+14+12%$9.8K$11.3K+$1.5K2026-10-23
Essential Partners LLC
UNCHANGED10410400%$8.5K$8.8K+$3042026-10-14
SJS Investment Consulting Inc.
INCREASED10397+6+6%$7.9K$8.7K+$7902026-10-26
Concord Wealth Partners
UNCHANGED797900%$6.4K$6.7K+$2312026-11-02
Root Financial Partners, LLC
NEW56—+56——$4.7K—2026-10-21
Ares Financial Consulting, LLC
UNCHANGED323200%$2.6K$2.7K+$932026-10-19
Parkside Financial Bank & Trust
UNCHANGED303000%$2.5K$2.5K+$842026-10-27
Fortitude Family Office, LLC
NEW27—+27——$2.3K—2026-10-14
True Wealth Design, LLC
UNCHANGED242400%$2.0K$2.0K+$702026-10-13
Clark Wealth Partners
NEW21—+21——$1.8K—2026-10-19
Physician Wealth Advisors, Inc.
UNCHANGED171700%$1.4K$1.4K+$502026-10-20
Bare Financial Services, Inc
UNCHANGED151500%$1.2K$1.3K+$442026-11-04
Valued Wealth Advisors LLC
NEW9—+9——$761—2026-11-05
Covestor Ltd
DECREASED48-4-50%$1$0-$12026-10-30
GK Wealth Management LLC
NEW2—+2——$153—2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED1100%$83$86+$32026-10-16
Hughes Financial Services, LLC
UNCHANGED1100%$82$88+$62026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED07,377-7,377-100%$601.8K$0-$601.8K2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED011-11-100%$897$0-$8972026-10-05
1ST Source Bank
N/A—5,110,889-5,110,889-100%$416.9M———
BlackRock, Inc.
N/A—2,039,169-2,039,169-100%$166.4M———
Vanguard Capital Management LLC
N/A—733,086-733,086-100%$59.8M———
State Street Corp
N/A—693,773-693,773-100%$56.6M———
American Trust
N/A—655,083-655,083-100%$53.4M———
Charles Schwab Investment Management Inc
N/A—612,299-612,299-100%$50.0M———
American Century Companies Inc
N/A—547,423-547,423-100%$44.7M———
Geode Capital Management, LLC
N/A—524,714-524,714-100%$42.8M———
Jupiter Topco LLC
N/A—481,186-481,186-100%$39.3M———
Vanguard Portfolio Management LLC
N/A—344,613-344,613-100%$28.1M———
Alliancebernstein L.P.
N/A—305,370-305,370-100%$21.1M———
Kennedy Capital Management LLC
N/A—304,837-304,837-100%$24.9M———
Victory Capital Management Inc
N/A—262,553-262,553-100%$21.4M———
Manufacturers Life Insurance Company, the
N/A—236,806-236,806-100%$19.3M———
Bridgeway Capital Management, LLC
N/A—218,409-218,409-100%$17.8M———
Northern Trust Corp
N/A—189,584-189,584-100%$15.5M———
Arrowstreet Capital, Limited Partnership
N/A—166,607-166,607-100%$13.6M———
Hotchkis & Wiley Capital Management LLC
N/A—145,389-145,389-100%$11.9M———
UBS Group AG
N/A—138,667-138,667-100%$11.3M———
AQR Capital Management LLC
N/A—133,526-133,526-100%$10.9M———
Goldman Sachs Group Inc
N/A—127,717-127,717-100%$10.4M———
Vanguard Fiduciary Trust Co
N/A—117,691-117,691-100%$9.6M———
Empowered Funds, LLC
N/A—112,609-112,609-100%$9.2M———
Two Sigma Investments, LP
N/A—105,952-105,952-100%$8.6M———
Millennium Management LLC
N/A—105,381-105,381-100%$8.6M———
Morgan Stanley
N/A—94,043-94,043-100%$7.7M———
Oberweis Asset Management Inc/
N/A—93,800-93,800-100%$7.7M———
Renaissance Technologies LLC
N/A—86,415-86,415-100%$7.0M———
FMR LLC
N/A—83,780-83,780-100%$6.8M———
Denali Advisors LLC
N/A—80,900-80,900-100%$6.6M———
Citadel Advisors LLC
N/A—79,643-79,643-100%$6.5M———
First Trust Advisors LP
N/A—65,216-65,216-100%$5.3M———
Bank of America Corp
N/A—55,171-55,171-100%$4.5M———
Dean Investment Associates, LLC
N/A—48,189-48,189-100%$3.9M———
Nuveen, LLC
N/A—46,120-46,120-100%$3.8M———
Dark Forest Capital Management LP
N/A—45,886-45,886-100%$3.7M———
Ameriprise Financial Inc
N/A—45,729-45,729-100%$3.7M———
Wells Fargo & Company
N/A—39,715-39,715-100%$3.2M———
SEI Investments Co
N/A—38,772-38,772-100%$3.2M———
Rhumbline Advisers
N/A—37,274-37,274-100%$3.0M———
Dean Capital Management
N/A—35,000-35,000-100%$2.9M———
Price T Rowe Associates Inc
N/A—34,731-34,731-100%$2.8M———
JPMorgan Chase & Co
N/A—34,622-34,622-100%$2.9M———
Swiss National Bank
N/A—34,189-34,189-100%$2.8M———
UBS Asset Management Americas LLC
N/A—32,264-32,264-100%$2.6M———
New York State Common Retirement Fund
N/A—31,399-31,399-100%$2.6M———
HSBC Holdings PLC
N/A—30,996-30,996-100%$2.5M———
Invesco Ltd.
N/A—26,531-26,531-100%$2.2M———
Barclays PLC
N/A—25,956-25,956-100%$2.1M———
Prudential Financial Inc
N/A—25,891-25,891-100%$2.1M———
Royal Bank of Canada
N/A—25,832-25,832-100%$2.1M———
CM Management, LLC
N/A—25,000-25,000-100%$2.0M———
Susquehanna International Group, LLP
N/A—24,894-24,894-100%$2.0M———
Russell Investments Group, Ltd.
N/A—24,856-24,856-100%$2.0M———
BNP Paribas Financial Markets
N/A—22,650-22,650-100%$1.8M———
Acadian Asset Management LLC
N/A—20,760-20,760-100%$1.7M———
Vanguard Asset Management, Ltd
N/A—20,019-20,019-100%$1.6M———
California State Teachers Retirement System
N/A—19,887-19,887-100%$1.6M———
Deutsche Bank Ag\
N/A—19,839-19,839-100%$1.6M———
Legato Capital Management LLC
N/A—18,251-18,251-100%$1.5M———
Martingale Asset Management L P
N/A—18,015-18,015-100%$1.5M———
Legal & General Group Plc
N/A—16,125-16,125-100%$1.3M———
SG Americas Securities, LLC
N/A—15,601-15,601-100%$1.3M———
IFG Advisory, LLC
N/A—15,592-15,592-100%$1.3M———
Quantinno Capital Management LP
N/A—14,806-14,806-100%$1.2M———
Jacobs Levy Equity Management, Inc
N/A—14,777-14,777-100%$1.2M———
Canada Pension Plan Investment Board
N/A—13,800-13,800-100%$1.1M———
KLP Kapitalforvaltning AS
N/A—13,500-13,500-100%$1.1M———
Rafferty Asset Management, LLC
N/A—11,469-11,469-100%$935.6K———
Brevan Howard Capital Management LP
N/A—11,148-11,148-100%$909.5K———
Franklin Resources Inc
N/A—10,787-10,787-100%$880.0K———
MetLife Investment Management, LLC
N/A—10,633-10,633-100%$867.4K———
LPL Financial LLC
N/A—10,590-10,590-100%$863.9K———
Susquehanna Fundamental Investments, LLC
N/A—10,243-10,243-100%$835.6K———
Teacher Retirement System of Texas
N/A—9,620-9,620-100%$784.8K———
D. E. Shaw & Co., Inc.
N/A—9,285-9,285-100%$757.5K———
Envestnet Asset Management Inc
N/A—8,804-8,804-100%$718.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,327-8,327-100%$679.3K———
Quantbot Technologies LP
N/A—7,866-7,866-100%$641.7K———
Aquatic Capital Management LLC
N/A—7,696-7,696-100%$627.8K———
Mariner, LLC
N/A—7,547-7,547-100%$615.7K———
EntryPoint Capital, LLC
N/A—7,214-7,214-100%$588.5K———
Vanguard Global Advisers, LLC
N/A—7,150-7,150-100%$583.3K———
Lazard Asset Management LLC
N/A—7,041-7,041-100%$574.4K———
Squarepoint Ops LLC
N/A—6,834-6,834-100%$557.5K———
IEQ Capital, LLC
N/A—6,705-6,705-100%$547.0K———
Point72 Asset Management, L.P.
N/A—6,540-6,540-100%$533.5K———
Pathstone Holdings, LLC
N/A—5,900-5,900-100%$481.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,827-5,827-100%$475.4K———
Trexquant Investment LP
N/A—5,603-5,603-100%$457.1K———
Sequoia Financial Advisors, LLC
N/A—5,444-5,444-100%$444.1K———
Raymond James Financial Inc
N/A—5,305-5,305-100%$432.8K———
Police & Firemen's Retirement System of New Jersey
N/A—5,230-5,230-100%$426.7K———
Walter & Keenan Wealth Management LLC
N/A—5,176-5,176-100%$422.3K———
&partners
N/A—4,757-4,757-100%$388.1K———
State Board of Administration of Florida Retirement System
N/A—4,675-4,675-100%$381.4K———
XTX Topco Ltd
N/A—4,450-4,450-100%$363.0K———
Voloridge Investment Management, LLC
N/A—4,295-4,295-100%$350.4K———
Schonfeld Strategic Advisors LLC
N/A—4,235-4,235-100%$345.5K———
Voya Investment Management LLC
N/A—4,181-4,181-100%$341.1K———
Vanguard Investments Australia, Ltd.
N/A—3,994-3,994-100%$325.8K———
Handelsbanken Fonder AB
N/A—3,951-3,951-100%$322———
Aigen Investment Management, LP
N/A—3,753-3,753-100%$306.2K———
Curi Capital, LLC
N/A—3,753-3,753-100%$306.2K———
Intech Investment Management LLC
N/A—3,586-3,586-100%$292.5K———
Jump Financial, LLC
N/A—3,515-3,515-100%$286.8K———
Centiva Capital, LP
N/A—3,492-3,492-100%$284.9K———
Public Employees Retirement System of Ohio
N/A—3,403-3,403-100%$277.6K———
Money Concepts Capital Corp
N/A—3,300-3,300-100%$269.2K———
Mercer Global Advisors Inc
N/A—3,181-3,181-100%$259.5K———
Argent Trust Co
N/A—3,159-3,159-100%$257.7K———
Cerity Partners LLC
N/A—3,154-3,154-100%$257.3K———
Cornerstone Investment Partners, LLC
N/A—2,689-2,689-100%$219.4K———
Graham Capital Management, L.P.
N/A—2,589-2,589-100%$211.2K———
Bartlett & Co. Wealth Management LLC
N/A—2,550-2,550-100%$208.0K———
Entropy Technologies, LP
N/A—2,500-2,500-100%$204.0K———
LOS Angeles Capital Management LLC
N/A—2,155-2,155-100%$175.8K———
Arax Advisory Partners
N/A—2,076-2,076-100%$169.4K———
Canada Life Assurance Co
N/A—1,850-1,850-100%$151.0K———
Financial Life Planners
N/A—1,791-1,791-100%$146.1K———
Ameritas Investment Partners, Inc.
N/A—1,641-1,641-100%$133.9K———
PNC Financial Services Group, Inc.
N/A—1,242-1,242-100%$101.3K———
Huntington National Bank
N/A—1,218-1,218-100%$99.4K———
Jones Financial Companies Lllp
N/A—1,197-1,197-100%$98.1K———
Rockefeller Capital Management L.P.
N/A—919-919-100%$75.0K———
Amova Asset Management Americas, Inc.
N/A—906-906-100%$73.9K———
Tower Research Capital LLC (TRC)
N/A—836-836-100%$68.2K———
Frazier Financial Advisors, LLC
N/A—494-494-100%$40.3K———
Smartleaf Asset Management LLC
N/A—409-409-100%$33.5K———
Nykredit A/S
N/A—334-334-100%$27.2K———
Whittier Trust Co of Nevada Inc
N/A—248-248-100%$20.3K———
Monetary Management Group Inc
N/A—202-202-100%$16.5K———
Allworth Financial LP
N/A—180-180-100%$14.7K———
Optiver Holding B.V.
N/A—96-96-100%$7.8K———
Quarry LP
N/A—65-65-100%$5.3K———
Rothschild Investment LLC
N/A—44-44-100%$3.6K———
Cornerstone Financial Management LLC
N/A—25-25-100%$2.0K———
Aster Capital Management (Difc) Ltd
N/A—18-18-100%$1.5K———
Osaic Holdings, Inc.
N/A—15-15-100%$1.2K———
Clearstead Advisors, LLC
N/A—13-13-100%$1.1K———
Federated Hermes, Inc.
N/A—13-13-100%$1.1K———
Bruce G. Allen Investments, LLC
N/A—10-10-100%$816———
Steward Partners Investment Advisory, LLC
N/A—4-4-100%$352———
Freestone Grove Partners LP
N/A—1-1-100%$82———
Showing 213 of 213 institutions