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Firstsun Capital Bancorp (FSUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares875,612 from 676,961
Change+198,651 (+29%)
Value$33.8M (+$7.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares828,150 from 739,703
Change+88,447 (+12%)
Value$32.0M (+$3.3M)
Filed 2026-11-04
Atlas Merchant Capital LLC
NEW
Shares152,525
Change+152,525
Value$5.9M
Filed 2026-11-04
Barclays PLC
INCREASED
Shares130,468 from 25,833
Change+104,635 (+405%)
Value$5.0M (+$4.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares99,566 from 80,656
Change+18,910 (+23%)
Value$3.8M (+$716.4K)
Filed 2026-11-05
Salzhauer Michael
DECREASED
Shares98,843 from 140,987
Change-42,144 (-30%)
Value$3.8M (-$1.7M)
Filed 2026-10-28
Access Investment Management LLC
INCREASED
Shares89,515 from 87,340
Change+2,175 (+2%)
Value$3.5M (+$69.1K)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares88,118 from 5,872
Change+82,246 (+1401%)
Value$3.4M (+$3.2M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares49,204 from 42,271
Change+6,933 (+16%)
Value$1.9M (+$260.5K)
Filed 2026-11-04
Private Management Group Inc
INCREASED
Shares32,224 from 17,665
Change+14,559 (+82%)
Value$1.2M (+$559.1K)
Filed 2026-11-04
Naples Global Advisors, LLC
UNCHANGED
Shares23,892 from 23,892
Change0 (0%)
Value$922.5K (-$4.1K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares19,170 from 18,417
Change+753 (+4%)
Value$743.8K (+$9.9K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares14,953 from 15,498
Change-545 (-4%)
Value$577.3K (-$23.7K)
Filed 2026-11-02
Barr E S & Co
INCREASED
Shares14,350 from 14,000
Change+350 (+3%)
Value$554.1K (+$11.1K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares14,004 from 13,454
Change+550 (+4%)
Value$540.7K (+$18.9K)
Filed 2026-11-02
CenterBook Partners LP
DECREASED
Shares12,795 from 48,823
Change-36,028 (-74%)
Value$494.0K (-$1.4M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares12,718 from 12,347
Change+371 (+3%)
Value$491.0K (+$12.2K)
Filed 2026-11-06
Daytona Street Capital LLC
DECREASED
Shares10,000 from 16,000
Change-6,000 (-37%)
Value$394.8K (-$166.5K)
Filed 2026-10-15
Elco Management Co., LLC
INCREASED
Shares8,623 from 7,123
Change+1,500 (+21%)
Value$332.9K (+$56.7K)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares8,173 from 10,448
Change-2,275 (-22%)
Value$315.6K (-$89.6K)
Filed 2026-11-02
Sterling Capital Management LLC
INCREASED
Shares8,004 from 502
Change+7,502 (+1494%)
Value$309.0K (+$289.6K)
Filed 2026-10-22
Arizona State Retirement System
DECREASED
Shares7,144 from 7,300
Change-156 (-2%)
Value$275.8K (-$7.3K)
Filed 2026-11-03
King Luther Capital Management Corp
UNCHANGED
Shares6,233 from 6,233
Change0 (0%)
Value$240.7K (-$1.1K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares1,961 from 428
Change+1,533 (+358%)
Value$75.7K (+$59.1K)
Filed 2026-10-02
State of Alaska, Department of Revenue
NEW
Shares1,943
Change+1,943
Value$75.0K
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares1,439 from 321
Change+1,118 (+348%)
Value$55.6K (+$43.1K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$47.9K (-$211)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares806 from 825
Change-19 (-2%)
Value$31.1K (-$874)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares407 from 334
Change+73 (+22%)
Value$15.8K (+$2.8K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares358 from 395
Change-37 (-9%)
Value$13.8K (-$1.5K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares273 from 289
Change-16 (-6%)
Value$11 (-$1)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares256 from 258
Change-2 (-1%)
Value$9.9K (-$120)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares246 from 250
Change-4 (-2%)
Value$9.5K (-$197)
Filed 2026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$7.6K (-$33)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares149 from 130
Change+19 (+15%)
Value$5.8K (+$712)
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$5.4K (-$24)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares113 from 97
Change+16 (+16%)
Value$4.4K (+$600)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
NEW
Shares100
Change+100
Value$3.9K
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares82 from 29
Change+53 (+183%)
Value$3.2K (+$2.0K)
Filed 2026-10-14
Fifth Third Bancorp
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$3.1K (-$14)
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares46 from 30
Change+16 (+53%)
Value$1.8K (+$613)
Filed 2026-10-13
Parkside Financial Bank & Trust
NEW
Shares45
Change+45
Value$1.7K
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.2K (-$5)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares29 from 118
Change-89 (-75%)
Value$1.1K (-$3.5K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares28 from 27
Change+1 (+4%)
Value$1.1K (+$34)
Filed 2026-10-26
Ascentis Wealth Management, LLC
NEW
Shares16
Change+16
Value$617
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$541 (-$2)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW
Shares10
Change+10
Value$386
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares10
Change+10
Value$386
Filed 2026-10-21
Clearstead Advisors, LLC
DECREASED
Shares10 from 11
Change-1 (-9%)
Value$387 (-$40)
Filed 2026-11-06
Assetmark, Inc
NEW
Shares8
Change+8
Value$309
Filed 2026-10-21
DecisionPoint Financial, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$233 (-$7)
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$193 (-$1)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$154 (+$38)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
DECREASED
Shares3 from 9
Change-6 (-67%)
Value$116 (-$233)
Filed 2026-10-29
Strs Ohio
CLOSED
Shares0 from 21,400
Change-21,400 (-100%)
Value$0 (-$829.9K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 18,605
Change-18,605 (-100%)
Value$0 (-$721.5K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-23
Wellington Management Group LLP
N/A
Shares— from 4,097,274
Change-4,097,274 (-100%)
Value—
Fortress Investment Group LLC
N/A
Shares— from 2,196,449
Change-2,196,449 (-100%)
Value—
Canyon Capital Advisors LLC
N/A
Shares— from 1,931,052
Change-1,931,052 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,894,135
Change-1,894,135 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,319,161
Change-1,319,161 (-100%)
Value—
Strategic Value Bank Partners LLC
N/A
Shares— from 1,151,160
Change-1,151,160 (-100%)
Value—
State Street Corp
N/A
Shares— from 949,489
Change-949,489 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 623,704
Change-623,704 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 623,683
Change-623,683 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 623,236
Change-623,236 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 525,768
Change-525,768 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 405,946
Change-405,946 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 373,937
Change-373,937 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 351,690
Change-351,690 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 347,747
Change-347,747 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 333,000
Change-333,000 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 315,476
Change-315,476 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 290,275
Change-290,275 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 276,717
Change-276,717 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 238,031
Change-238,031 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 236,526
Change-236,526 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 229,279
Change-229,279 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 220,578
Change-220,578 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 209,893
Change-209,893 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 188,389
Change-188,389 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 175,872
Change-175,872 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 124,995
Change-124,995 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 121,277
Change-121,277 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 116,434
Change-116,434 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 103,115
Change-103,115 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 97,802
Change-97,802 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 97,410
Change-97,410 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 96,926
Change-96,926 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 91,383
Change-91,383 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 91,186
Change-91,186 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 90,508
Change-90,508 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 85,132
Change-85,132 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 81,142
Change-81,142 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 69,544
Change-69,544 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 64,332
Change-64,332 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 60,912
Change-60,912 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 58,496
Change-58,496 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 56,493
Change-56,493 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 53,100
Change-53,100 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 51,745
Change-51,745 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,835
Change-46,835 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,024
Change-43,024 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 36,629
Change-36,629 (-100%)
Value—
Allstate Corp
N/A
Shares— from 34,992
Change-34,992 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 31,123
Change-31,123 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 30,720
Change-30,720 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,309
Change-29,309 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 28,195
Change-28,195 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 24,687
Change-24,687 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 23,870
Change-23,870 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 23,826
Change-23,826 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 23,387
Change-23,387 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 23,293
Change-23,293 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,739
Change-21,739 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 21,129
Change-21,129 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 19,185
Change-19,185 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 19,078
Change-19,078 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 18,303
Change-18,303 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 17,903
Change-17,903 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 17,721
Change-17,721 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 14,502
Change-14,502 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,051
Change-14,051 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,544
Change-13,544 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,558
Change-11,558 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,472
Change-11,472 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,086
Change-9,086 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,481
Change-8,481 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 6,663
Change-6,663 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,608
Change-6,608 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 727
Change-727 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 683
Change-683 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 546
Change-546 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 138
Change-138 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 109
Change-109 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 42
Change-42 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED875,612676,961+198,651+29%$26.3M$33.8M+$7.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED828,150739,703+88,447+12%$28.7M$32.0M+$3.3M2026-11-04
Atlas Merchant Capital LLC
NEW152,525—+152,525——$5.9M—2026-11-04
Barclays PLC
INCREASED130,46825,833+104,635+405%$1.0M$5.0M+$4.0M2026-11-06
Bank of New York Mellon Corp
INCREASED99,56680,656+18,910+23%$3.1M$3.8M+$716.4K2026-11-05
Salzhauer Michael
DECREASED98,843140,987-42,144-30%$5.5M$3.8M-$1.7M2026-10-28
Access Investment Management LLC
INCREASED89,51587,340+2,175+2%$3.4M$3.5M+$69.1K2026-10-23
Savant Capital, LLC
INCREASED88,1185,872+82,246+1401%$227.7K$3.4M+$3.2M2026-11-06
Citigroup Inc
INCREASED49,20442,271+6,933+16%$1.6M$1.9M+$260.5K2026-11-04
Private Management Group Inc
INCREASED32,22417,665+14,559+82%$685.0K$1.2M+$559.1K2026-11-04
Naples Global Advisors, LLC
UNCHANGED23,89223,89200%$926.5K$922.5K-$4.1K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED19,17018,417+753+4%$733.9K$743.8K+$9.9K2026-11-04
Commonwealth Equity Services, LLC
DECREASED14,95315,498-545-4%$601.0K$577.3K-$23.7K2026-11-02
Barr E S & Co
INCREASED14,35014,000+350+3%$542.9K$554.1K+$11.1K2026-11-06
Creative Planning
INCREASED14,00413,454+550+4%$521.7K$540.7K+$18.9K2026-11-02
CenterBook Partners LP
DECREASED12,79548,823-36,028-74%$1.9M$494.0K-$1.4M2026-11-02
Russell Investments Group, Ltd.
INCREASED12,71812,347+371+3%$478.8K$491.0K+$12.2K2026-11-06
Daytona Street Capital LLC
DECREASED10,00016,000-6,000-37%$561.3K$394.8K-$166.5K2026-10-15
Elco Management Co., LLC
INCREASED8,6237,123+1,500+21%$276.2K$332.9K+$56.7K2026-10-14
Inscription Capital, LLC
DECREASED8,17310,448-2,275-22%$405.2K$315.6K-$89.6K2026-11-02
Sterling Capital Management LLC
INCREASED8,004502+7,502+1494%$19.5K$309.0K+$289.6K2026-10-22
Arizona State Retirement System
DECREASED7,1447,300-156-2%$283.1K$275.8K-$7.3K2026-11-03
King Luther Capital Management Corp
UNCHANGED6,2336,23300%$241.7K$240.7K-$1.1K2026-11-05
Versant Capital Management, Inc
INCREASED1,961428+1,533+358%$16.6K$75.7K+$59.1K2026-10-02
State of Alaska, Department of Revenue
NEW1,943—+1,943——$75.0K—2026-10-15
Larson Financial Group LLC
INCREASED1,439321+1,118+348%$12.4K$55.6K+$43.1K2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED1,2411,24100%$48.1K$47.9K-$2112026-10-20
Farther Finance Advisors, LLC
DECREASED806825-19-2%$32.0K$31.1K-$8742026-10-08
Allworth Financial LP
INCREASED407334+73+22%$12.9K$15.8K+$2.8K2026-11-06
Signaturefd, LLC
DECREASED358395-37-9%$15.3K$13.8K-$1.5K2026-10-23
Covestor Ltd
DECREASED273289-16-6%$12$11-$12026-10-30
PNC Financial Services Group, Inc.
DECREASED256258-2-1%$10.0K$9.9K-$1202026-11-06
Gamma Investing LLC
DECREASED246250-4-2%$9.7K$9.5K-$1972026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED19719700%$7.6K$7.6K-$332026-10-20
US Bancorp \de\
INCREASED149130+19+15%$5.0K$5.8K+$7122026-11-05
Parallel Advisors, LLC
UNCHANGED14014000%$5.4K$5.4K-$242026-11-03
EverSource Wealth Advisors, LLC
INCREASED11397+16+16%$3.8K$4.4K+$6002026-11-04
Hilton Head Capital Partners, LLC
NEW100—+100——$3.9K—2026-10-23
Essential Partners LLC
INCREASED8229+53+183%$1.1K$3.2K+$2.0K2026-10-14
Fifth Third Bancorp
UNCHANGED797900%$3.1K$3.1K-$142026-11-05
True Wealth Design, LLC
INCREASED4630+16+53%$1.2K$1.8K+$6132026-10-13
Parkside Financial Bank & Trust
NEW45—+45——$1.7K—2026-10-27
Fortitude Family Office, LLC
UNCHANGED303000%$1.2K$1.2K-$52026-10-14
Silver Grove Financial Group, Inc.
DECREASED29118-89-75%$4.6K$1.1K-$3.5K2026-11-05
SJS Investment Consulting Inc.
INCREASED2827+1+4%$1.0K$1.1K+$342026-10-26
Ascentis Wealth Management, LLC
NEW16—+16——$617—2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED141400%$543$541-$22026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW10—+10——$386—2026-10-27
Root Financial Partners, LLC
NEW10—+10——$386—2026-10-21
Clearstead Advisors, LLC
DECREASED1011-1-9%$427$387-$402026-11-06
Assetmark, Inc
NEW8—+8——$309—2026-10-21
DecisionPoint Financial, LLC
UNCHANGED6600%$240$233-$72026-10-27
SBI Securities Co., Ltd.
UNCHANGED5500%$194$193-$12026-10-22
IFP Advisors, Inc
INCREASED43+1+33%$116$154+$382026-10-16
Caitong International Asset Management Co., Ltd
DECREASED39-6-67%$349$116-$2332026-10-29
Strs Ohio
CLOSED021,400-21,400-100%$829.9K$0-$829.9K2026-10-30
Y-Intercept (Hong Kong) Ltd
CLOSED018,605-18,605-100%$721.5K$0-$721.5K2026-10-16
Stone House Investment Management, LLC
CLOSED050-50-100%$1.9K$0-$1.9K2026-10-23
Wellington Management Group LLP
N/A—4,097,274-4,097,274-100%$158.9M———
Fortress Investment Group LLC
N/A—2,196,449-2,196,449-100%$85.2M———
Canyon Capital Advisors LLC
N/A—1,931,052-1,931,052-100%$74.9M———
BlackRock, Inc.
N/A—1,894,135-1,894,135-100%$73.5M———
Vanguard Capital Management LLC
N/A—1,319,161-1,319,161-100%$51.2M———
Strategic Value Bank Partners LLC
N/A—1,151,160-1,151,160-100%$44.6M———
State Street Corp
N/A—949,489-949,489-100%$36.8M———
Stelac Advisory Services LLC
N/A—623,704-623,704-100%$24.2M———
Ameriprise Financial Inc
N/A—623,683-623,683-100%$24.2M———
Mirabella Financial Services LLP
N/A—623,236-623,236-100%$24.2M———
Goldman Sachs Group Inc
N/A—525,768-525,768-100%$20.4M———
Maltese Capital Management LLC
N/A—405,946-405,946-100%$15.7M———
Hotchkis & Wiley Capital Management LLC
N/A—373,937-373,937-100%$14.5M———
Price T Rowe Associates Inc
N/A—351,690-351,690-100%$13.6M———
Mendon Capital Advisors Corp
N/A—347,747-347,747-100%$13.5M———
Moneta Group Investment Advisors LLC
N/A—333,000-333,000-100%$12.9M———
Curi Capital, LLC
N/A—315,476-315,476-100%$12.2M———
First Foundation Advisors
N/A—290,275-290,275-100%$11.3M———
Alliancebernstein L.P.
N/A—276,717-276,717-100%$10.1M———
Banc Funds Co LLC
N/A—238,031-238,031-100%$9.2M———
American Century Companies Inc
N/A—236,526-236,526-100%$9.2M———
Northern Trust Corp
N/A—229,279-229,279-100%$8.9M———
Charles Schwab Investment Management Inc
N/A—220,578-220,578-100%$8.6M———
Vanguard Portfolio Management LLC
N/A—209,893-209,893-100%$8.1M———
Bridgeway Capital Management, LLC
N/A—188,389-188,389-100%$7.3M———
Vanguard Fiduciary Trust Co
N/A—175,872-175,872-100%$6.8M———
Empowered Funds, LLC
N/A—124,995-124,995-100%$4.8M———
First Trust Advisors LP
N/A—121,277-121,277-100%$4.7M———
Verition Fund Management LLC
N/A—116,434-116,434-100%$4.5M———
Bank of America Corp
N/A—103,115-103,115-100%$4.0M———
Two Sigma Investments, LP
N/A—97,802-97,802-100%$3.8M———
Quantinno Capital Management LP
N/A—97,410-97,410-100%$3.8M———
EJF Capital LP
N/A—96,926-96,926-100%$3.8M———
Morgan Stanley
N/A—91,383-91,383-100%$3.5M———
Gator Capital Management, LLC
N/A—91,186-91,186-100%$3.5M———
Citadel Advisors LLC
N/A—90,508-90,508-100%$3.5M———
ExodusPoint Capital Management, LP
N/A—85,132-85,132-100%$3.3M———
Martingale Asset Management L P
N/A—81,142-81,142-100%$3.1M———
Black Maple Capital Management LP
N/A—69,544-69,544-100%$2.7M———
Punch & Associates Investment Management, Inc.
N/A—64,332-64,332-100%$2.5M———
Caldwell Sutter Capital, Inc.
N/A—60,912-60,912-100%$2.4M———
Nuveen, LLC
N/A—58,496-58,496-100%$2.3M———
AQR Capital Management LLC
N/A—56,493-56,493-100%$2.2M———
Swiss National Bank
N/A—53,100-53,100-100%$2.1M———
Invesco Ltd.
N/A—51,745-51,745-100%$2.0M———
Susquehanna International Group, LLP
N/A—46,835-46,835-100%$1.8M———
UBS Group AG
N/A—43,024-43,024-100%$1.7M———
Gabelli Funds LLC
N/A—36,629-36,629-100%$1.4M———
Allstate Corp
N/A—34,992-34,992-100%$1.4M———
California State Teachers Retirement System
N/A—31,123-31,123-100%$1.2M———
Rhumbline Advisers
N/A—30,720-30,720-100%$1.2M———
Legal & General Group Plc
N/A—29,309-29,309-100%$1.1M———
SEI Investments Co
N/A—28,195-28,195-100%$1.1M———
Deutsche Bank Ag\
N/A—24,687-24,687-100%$957.4K———
BNP Paribas Financial Markets
N/A—23,870-23,870-100%$925.7K———
FLC Capital Advisors
N/A—23,826-23,826-100%$924.0K———
D. E. Shaw & Co., Inc.
N/A—23,387-23,387-100%$906.9K———
Balyasny Asset Management L.P.
N/A—23,293-23,293-100%$903.3K———
CreativeOne Wealth, LLC
N/A—21,739-21,739-100%$843.0K———
Oppenheimer & Close, LLC
N/A—21,150-21,150-100%$820.2K———
Wells Fargo & Company
N/A—21,129-21,129-100%$819.4K———
Numerai GP LLC
N/A—19,185-19,185-100%$744.0K———
Group One Trading LLC
N/A—19,078-19,078-100%$739.8K———
Susquehanna Fundamental Investments, LLC
N/A—18,303-18,303-100%$709.8K———
Rafferty Asset Management, LLC
N/A—17,903-17,903-100%$694.3K———
Vanguard Asset Management, Ltd
N/A—17,721-17,721-100%$687.2K———
Manufacturers Life Insurance Company, the
N/A—14,769-14,769-100%$572.7K———
MetLife Investment Management, LLC
N/A—14,502-14,502-100%$562.4K———
Mercer Global Advisors Inc
N/A—14,051-14,051-100%$544.9K———
Susquehanna Portfolio Strategies, LLC
N/A—13,867-13,867-100%$537.8K———
Engineers Gate Manager LP
N/A—13,544-13,544-100%$525.2K———
Walleye Capital LLC
N/A—13,222-13,222-100%$512.7K———
Jupiter Topco LLC
N/A—13,034-13,034-100%$505.6K———
Polymer Capital Management (US) LLC
N/A—12,308-12,308-100%$477.3K———
JPMorgan Chase & Co
N/A—11,558-11,558-100%$448.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,472-11,472-100%$444.9K———
Squarepoint Ops LLC
N/A—9,926-9,926-100%$384.9K———
Vanguard Global Advisers, LLC
N/A—9,086-9,086-100%$352.4K———
SG Americas Securities, LLC
N/A—9,073-9,073-100%$352.0K———
KLP Kapitalforvaltning AS
N/A—8,600-8,600-100%$333.5K———
New York State Common Retirement Fund
N/A—8,481-8,481-100%$328.9K———
Brevan Howard Capital Management LP
N/A—8,403-8,403-100%$325.9K———
Quantbot Technologies LP
N/A—8,024-8,024-100%$311.2K———
Winton Group Ltd
N/A—7,700-7,700-100%$298.6K———
Police & Firemen's Retirement System of New Jersey
N/A—7,348-7,348-100%$285.0K———
Vanguard Investments Australia, Ltd.
N/A—6,663-6,663-100%$258.4K———
EP Wealth Advisors, LLC
N/A—6,608-6,608-100%$256.3K———
Cerity Partners LLC
N/A—6,514-6,514-100%$252.6K———
Caprock Group, LLC
N/A—6,498-6,498-100%$252.0K———
Vanguard Personalized Indexing Management, LLC
N/A—6,461-6,461-100%$250.6K———
UBS Asset Management Americas LLC
N/A—6,312-6,312-100%$244.8K———
Gamco Investors, Inc. ET AL
N/A—6,197-6,197-100%$240.3K———
Massachusetts Financial Services Co
N/A—6,165-6,165-100%$239.1K———
Voleon Capital Management LP
N/A—5,839-5,839-100%$226.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,687-5,687-100%$220.5K———
Voya Investment Management LLC
N/A—5,247-5,247-100%$203.5K———
FMR LLC
N/A—4,527-4,527-100%$175.6K———
Ameritas Investment Partners, Inc.
N/A—2,261-2,261-100%$87.7K———
Tower Research Capital LLC (TRC)
N/A—2,216-2,216-100%$85.9K———
Amova Asset Management Americas, Inc.
N/A—1,838-1,838-100%$71.3K———
Westend Capital Management, LLC
N/A—804-804-100%$31.2K———
Millstone Evans Group, LLC
N/A—780-780-100%$30.2K———
Royal Bank of Canada
N/A—727-727-100%$28.0K———
Arax Advisory Partners
N/A—683-683-100%$26.5K———
Osaic Holdings, Inc.
N/A—546-546-100%$21.2K———
Rockefeller Capital Management L.P.
N/A—210-210-100%$8.1K———
Huntington National Bank
N/A—138-138-100%$5.4K———
Optiver Holding B.V.
N/A—109-109-100%$4.2K———
LOS Angeles Capital Management LLC
N/A—76-76-100%$2.9K———
Brown Brothers Harriman & Co
N/A—42-42-100%$1.6K———
Northwestern Mutual Wealth Management Co
N/A—16-16-100%$620———
Kilter Group LLC
N/A—13-13-100%$505———
Global Retirement Partners, LLC
N/A—8-8-100%$310———
Rothschild Investment LLC
N/A—8-8-100%$310———
Showing 172 of 172 institutions