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Goodrx Holdings Inc (GDRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LSV Asset Management
INCREASED
Shares5,868,895 from 5,156,711
Change+712,184 (+14%)
Value$19.3M (+$4.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,382,089 from 2,560,229
Change+821,860 (+32%)
Value$11.1M (+$3.8M)
Filed 2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,105,502 from 2,105,502
Change0 (0%)
Value$6.9M (+$863.3K)
Filed 2026-10-30
Technology Crossover Management X, Ltd.
UNCHANGED
Shares1,653,566 from 1,653,566
Change0 (0%)
Value$5.4M (+$678.0K)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares1,109,650 from 1,171,369
Change-61,719 (-5%)
Value$3.7M (+$277.4K)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares423,646 from 40,028
Change+383,618 (+958%)
Value$1.4M (+$1.4M)
Filed 2026-11-09
MacKenzie Financial Corp
DECREASED
Shares408,933 from 437,764
Change-28,831 (-7%)
Value$1.3M (+$84.6K)
Filed 2026-11-02
Steinberganna Wealth Management
UNCHANGED
Shares222,529 from 222,529
Change0 (0%)
Value$732.1K (+$91.2K)
Filed 2026-10-23
State of Wyoming
INCREASED
Shares221,717 from 94,418
Change+127,299 (+135%)
Value$729.4K (+$457.5K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares202,050 from 187,519
Change+14,531 (+8%)
Value$664.7K (+$124.7K)
Filed 2026-11-05
Achmea Investment Management B.V.
NEW
Shares141,600
Change+141,600
Value$466.2K
Filed 2026-10-30
Hamilton Lane Advisors LLC
NEW
Shares121,739
Change+121,739
Value$400.5K
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares92,117 from 92,117
Change0 (0%)
Value$303.1K (+$37.8K)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares86,850 from 173,450
Change-86,600 (-50%)
Value$285.7K (-$213.8K)
Filed 2026-10-28
Harbor Capital Advisors, Inc.
INCREASED
Shares73,403 from 68,202
Change+5,201 (+8%)
Value$241.0K (+$45.0K)
Filed 2026-10-22
HighTower Advisors, LLC
DECREASED
Shares53,031 from 57,302
Change-4,271 (-7%)
Value$174.5K (+$9.4K)
Filed 2026-11-10
Royce & Associates LP
INCREASED
Shares51,974 from 38,114
Change+13,860 (+36%)
Value$171.0K (+$61.2K)
Filed 2026-11-09
Imc-Chicago, LLC
INCREASED
Shares48,891 from 36,250
Change+12,641 (+35%)
Value$160.9K (+$56.5K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares43,455 from 78,108
Change-34,653 (-44%)
Value$146.0K (-$84.4K)
Filed 2026-10-13
Wealthfront Advisers LLC
INCREASED
Shares28,506 from 28,342
Change+164 (+1%)
Value$93.8K (+$12.2K)
Filed 2026-11-09
Creative Planning
DECREASED
Shares28,214 from 45,767
Change-17,553 (-38%)
Value$92.8K (-$39.0K)
Filed 2026-11-02
Arizona State Retirement System
DECREASED
Shares25,065 from 25,473
Change-408 (-2%)
Value$82.5K (+$9.1K)
Filed 2026-11-03
NIA Impact Advisors, LLC
NEW
Shares23,632
Change+23,632
Value$77.7K
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares22,414 from 6,421
Change+15,993 (+249%)
Value$73.7K (+$55.3K)
Filed 2026-11-04
Kavar Capital Partners Group, LLC
DECREASED
Shares21,145 from 31,145
Change-10,000 (-32%)
Value$69.6K (-$20.1K)
Filed 2026-11-06
Amundi
UNCHANGED
Shares20,412 from 20,412
Change0 (0%)
Value$67.2K (+$8.4K)
Filed 2026-11-06
Ritholtz Wealth Management
NEW
Shares17,391
Change+17,391
Value$57.2K
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares17,361 from 28,550
Change-11,189 (-39%)
Value$57.1K (-$25.1K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares16,476 from 13,982
Change+2,494 (+18%)
Value$54.2K (+$13.9K)
Filed 2026-11-04
Squarepoint Ops LLC
DECREASED
Shares16,246 from 74,770
Change-58,524 (-78%)
Value$53.4K (-$161.9K)
Filed 2026-11-09
Merit Financial Group, LLC
DECREASED
Shares15,798 from 23,153
Change-7,355 (-32%)
Value$52.0K (-$14.7K)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares14,455 from 14,603
Change-148 (-1%)
Value$47.6K (+$5.5K)
Filed 2026-10-22
Todd Wealth Management, LLC
DECREASED
Shares13,821 from 13,875
Change-54 (0%)
Value$45.5K (+$5.5K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares13,786 from 16,621
Change-2,835 (-17%)
Value$45.4K (-$2.5K)
Filed 2026-11-06
R Squared Ltd
NEW
Shares10,900
Change+10,900
Value$35.9K
Filed 2026-11-06
Krilogy Financial LLC
DECREASED
Shares10,867 from 18,071
Change-7,204 (-40%)
Value$37.8K (-$14.2K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$32.9K (+$4.1K)
Filed 2026-10-23
Center for Financial Planning, Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$23.0K (+$2.9K)
Filed 2026-10-26
Deutsche Bank Ag\
NEW
Shares6,045
Change+6,045
Value$19.9K
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares5,834 from 5,534
Change+300 (+5%)
Value$16.8K (+$864)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$17.1K (+$2.1K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares4,973 from 6,325
Change-1,352 (-21%)
Value$16.4K (-$1.9K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$10.8K (+$1.3K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares2,520 from 3,386
Change-866 (-26%)
Value$8 (-$2)
Filed 2026-10-30
Plato Investment Management Ltd
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$7.9K (+$1.0K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED
Shares2,173 from 4,450
Change-2,277 (-51%)
Value$7.1K (-$5.7K)
Filed 2026-10-29
Harbour Investments, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$6.6K (+$820)
Filed 2026-11-09
Essential Partners LLC
DECREASED
Shares1,883 from 3,850
Change-1,967 (-51%)
Value$6.2K (-$4.9K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares1,373 from 1,679
Change-306 (-18%)
Value$4.5K (-$310)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares1,173
Change+1,173
Value$3.9K
Filed 2026-10-21
Fairscale Capital, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$3.7K (+$646)
Filed 2026-11-04
Lodestone Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$3.3K (+$410)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$2.6K (+$324)
Filed 2026-11-04
Geneos Wealth Management Inc.
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$2.2K (+$278)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$1.7K (+$211)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares477 from 25
Change+452 (+1808%)
Value$1.6K (+$1.5K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares384
Change+384
Value$1.3K
Filed 2026-10-30
Fortitude Family Office, LLC
DECREASED
Shares297 from 448
Change-151 (-34%)
Value$977 (-$313)
Filed 2026-10-14
Bare Financial Services, Inc
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$878 (+$109)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares257 from 465
Change-208 (-45%)
Value$846 (-$494)
Filed 2026-10-13
Friedenthal Financial
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$658 (+$82)
Filed 2026-10-27
SJS Investment Consulting Inc.
DECREASED
Shares127 from 173
Change-46 (-27%)
Value$418 (-$81)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares104 from 607
Change-503 (-83%)
Value$342 (-$1.4K)
Filed 2026-10-16
Adirondack Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$328 (+$41)
Filed 2026-10-14
WPG Advisers, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$224 (+$28)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$165 (+$21)
Filed 2026-11-02
Hantz Financial Services, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$0 ($0)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$138 (+$17)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares17 from 74
Change-57 (-77%)
Value$56 (-$158)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares2 from 191,656
Change-191,654 (-100%)
Value$7 (-$552.0K)
Filed 2026-11-06
Woodstock Corp
CLOSED
Shares0 from 102,029
Change-102,029 (-100%)
Value$0 (-$293.8K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 ($0)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$199)
Filed 2026-11-02
Blue Trust, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$72)
Filed 2026-10-15
Francisco Partners Management, LP
N/A
Shares— from 60,078,184
Change-60,078,184 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,746,330
Change-4,746,330 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,086,521
Change-4,086,521 (-100%)
Value—
Silver Lake Group, L.L.C.
N/A
Shares— from 3,532,276
Change-3,532,276 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,245,738
Change-3,245,738 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,208,264
Change-3,208,264 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 3,098,559
Change-3,098,559 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,326,080
Change-2,326,080 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,313,184
Change-2,313,184 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,857,708
Change-1,857,708 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 904,290
Change-904,290 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 868,790
Change-868,790 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 864,044
Change-864,044 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 858,326
Change-858,326 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 742,181
Change-742,181 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 740,000
Change-740,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 738,833
Change-738,833 (-100%)
Value—
State Street Corp
N/A
Shares— from 625,045
Change-625,045 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 587,886
Change-587,886 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 584,872
Change-584,872 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 553,844
Change-553,844 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 543,028
Change-543,028 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 477,703
Change-477,703 (-100%)
Value—
UBS Group AG
N/A
Shares— from 454,795
Change-454,795 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 419,595
Change-419,595 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 392,614
Change-392,614 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 356,654
Change-356,654 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 344,666
Change-344,666 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 321,407
Change-321,407 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 299,013
Change-299,013 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 236,317
Change-236,317 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 231,177
Change-231,177 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 214,489
Change-214,489 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 203,566
Change-203,566 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 185,200
Change-185,200 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 169,636
Change-169,636 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 161,348
Change-161,348 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 140,348
Change-140,348 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 122,129
Change-122,129 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 120,200
Change-120,200 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 110,089
Change-110,089 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 104,218
Change-104,218 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 102,224
Change-102,224 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 100,715
Change-100,715 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 89,232
Change-89,232 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 86,140
Change-86,140 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 84,260
Change-84,260 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 83,094
Change-83,094 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 70,860
Change-70,860 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 69,497
Change-69,497 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,356
Change-55,356 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 54,271
Change-54,271 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 50,059
Change-50,059 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 48,289
Change-48,289 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 44,055
Change-44,055 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 38,424
Change-38,424 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 37,699
Change-37,699 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,861
Change-36,861 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,802
Change-33,802 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 32,452
Change-32,452 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 31,243
Change-31,243 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 30,592
Change-30,592 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 27,584
Change-27,584 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 22,526
Change-22,526 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 19,342
Change-19,342 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 19,246
Change-19,246 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 18,261
Change-18,261 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 16,546
Change-16,546 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,401
Change-16,401 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 16,006
Change-16,006 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 14,529
Change-14,529 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 11,429
Change-11,429 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 10,489
Change-10,489 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,030
Change-10,030 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,549
Change-3,549 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 69
Change-69 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LSV Asset Management
INCREASED5,868,8955,156,711+712,184+14%$14.9M$19.3M+$4.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,382,0892,560,229+821,860+32%$7.4M$11.1M+$3.8M2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED2,105,5022,105,50200%$6.1M$6.9M+$863.3K2026-10-30
Technology Crossover Management X, Ltd.
UNCHANGED1,653,5661,653,56600%$4.8M$5.4M+$678.0K2026-11-06
Geode Capital Management, LLC
DECREASED1,109,6501,171,369-61,719-5%$3.4M$3.7M+$277.4K2026-11-06
Acadian Asset Management LLC
INCREASED423,64640,028+383,618+958%$114$1.4M+$1.4M2026-11-09
MacKenzie Financial Corp
DECREASED408,933437,764-28,831-7%$1.3M$1.3M+$84.6K2026-11-02
Steinberganna Wealth Management
UNCHANGED222,529222,52900%$640.9K$732.1K+$91.2K2026-10-23
State of Wyoming
INCREASED221,71794,418+127,299+135%$271.9K$729.4K+$457.5K2026-10-28
Bank of New York Mellon Corp
INCREASED202,050187,519+14,531+8%$540.1K$664.7K+$124.7K2026-11-05
Achmea Investment Management B.V.
NEW141,600—+141,600——$466.2K—2026-10-30
Hamilton Lane Advisors LLC
NEW121,739—+121,739——$400.5K—2026-10-21
US Bancorp \de\
UNCHANGED92,11792,11700%$265.3K$303.1K+$37.8K2026-11-05
Virginia Retirement Systems ET Al
DECREASED86,850173,450-86,600-50%$499.5K$285.7K-$213.8K2026-10-28
Harbor Capital Advisors, Inc.
INCREASED73,40368,202+5,201+8%$196.0K$241.0K+$45.0K2026-10-22
HighTower Advisors, LLC
DECREASED53,03157,302-4,271-7%$165.0K$174.5K+$9.4K2026-11-10
Royce & Associates LP
INCREASED51,97438,114+13,860+36%$109.8K$171.0K+$61.2K2026-11-09
Imc-Chicago, LLC
INCREASED48,89136,250+12,641+35%$104.4K$160.9K+$56.5K2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED43,45578,108-34,653-44%$230.4K$146.0K-$84.4K2026-10-13
Wealthfront Advisers LLC
INCREASED28,50628,342+164+1%$81.6K$93.8K+$12.2K2026-11-09
Creative Planning
DECREASED28,21445,767-17,553-38%$131.8K$92.8K-$39.0K2026-11-02
Arizona State Retirement System
DECREASED25,06525,473-408-2%$73.4K$82.5K+$9.1K2026-11-03
NIA Impact Advisors, LLC
NEW23,632—+23,632——$77.7K—2026-11-04
Simplex Trading, LLC
INCREASED22,4146,421+15,993+249%$18.5K$73.7K+$55.3K2026-11-04
Kavar Capital Partners Group, LLC
DECREASED21,14531,145-10,000-32%$89.7K$69.6K-$20.1K2026-11-06
Amundi
UNCHANGED20,41220,41200%$58.8K$67.2K+$8.4K2026-11-06
Ritholtz Wealth Management
NEW17,391—+17,391——$57.2K—2026-11-05
Brighton Jones LLC
DECREASED17,36128,550-11,189-39%$82.2K$57.1K-$25.1K2026-11-03
Citigroup Inc
INCREASED16,47613,982+2,494+18%$40.3K$54.2K+$13.9K2026-11-04
Squarepoint Ops LLC
DECREASED16,24674,770-58,524-78%$215.3K$53.4K-$161.9K2026-11-09
Merit Financial Group, LLC
DECREASED15,79823,153-7,355-32%$66.7K$52.0K-$14.7K2026-11-06
SBI Securities Co., Ltd.
DECREASED14,45514,603-148-1%$42.1K$47.6K+$5.5K2026-10-22
Todd Wealth Management, LLC
DECREASED13,82113,875-540%$40.0K$45.5K+$5.5K2026-10-19
LPL Financial LLC
DECREASED13,78616,621-2,835-17%$47.9K$45.4K-$2.5K2026-11-06
R Squared Ltd
NEW10,900—+10,900——$35.9K—2026-11-06
Krilogy Financial LLC
DECREASED10,86718,071-7,204-40%$52.0K$37.8K-$14.2K2026-10-13
Bright Futures Wealth Management, Llc.
UNCHANGED10,00010,00000%$28.8K$32.9K+$4.1K2026-10-23
Center for Financial Planning, Inc.
UNCHANGED7,0007,00000%$20.2K$23.0K+$2.9K2026-10-26
Deutsche Bank Ag\
NEW6,045—+6,045——$19.9K—2026-11-06
Allworth Financial LP
INCREASED5,8345,534+300+5%$15.9K$16.8K+$8642026-11-06
Nfsg Corp
UNCHANGED5,1925,19200%$15.0K$17.1K+$2.1K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED4,9736,325-1,352-21%$18.2K$16.4K-$1.9K2026-11-04
Gamma Investing LLC
UNCHANGED3,2903,29000%$9.5K$10.8K+$1.3K2026-10-08
Covestor Ltd
DECREASED2,5203,386-866-26%$10$8-$22026-10-30
Plato Investment Management Ltd
UNCHANGED2,3852,38500%$6.8K$7.9K+$1.0K2026-11-05
Caitong International Asset Management Co., Ltd
DECREASED2,1734,450-2,277-51%$12.8K$7.1K-$5.7K2026-10-29
Harbour Investments, Inc.
UNCHANGED2,0002,00000%$5.8K$6.6K+$8202026-11-09
Essential Partners LLC
DECREASED1,8833,850-1,967-51%$11.1K$6.2K-$4.9K2026-10-14
Farther Finance Advisors, LLC
DECREASED1,3731,679-306-18%$4.8K$4.5K-$3102026-10-08
Root Financial Partners, LLC
NEW1,173—+1,173——$3.9K—2026-10-21
Fairscale Capital, LLC
UNCHANGED1,0601,06000%$3.1K$3.7K+$6462026-11-04
Lodestone Wealth Management LLC
UNCHANGED1,0001,00000%$2.9K$3.3K+$4102026-10-14
Kingdom Financial Group Llc.
UNCHANGED79079000%$2.3K$2.6K+$3242026-11-04
Geneos Wealth Management Inc.
UNCHANGED67967900%$2.0K$2.2K+$2782026-11-09
Physician Wealth Advisors, Inc.
UNCHANGED51551500%$1.5K$1.7K+$2112026-10-20
Signaturefd, LLC
INCREASED47725+452+1808%$72$1.6K+$1.5K2026-10-23
Provenance Wealth Advisors, LLC
NEW384—+384——$1.3K—2026-10-30
Fortitude Family Office, LLC
DECREASED297448-151-34%$1.3K$977-$3132026-10-14
Bare Financial Services, Inc
UNCHANGED26726700%$769$878+$1092026-11-04
True Wealth Design, LLC
DECREASED257465-208-45%$1.3K$846-$4942026-10-13
Friedenthal Financial
UNCHANGED20020000%$576$658+$822026-10-27
SJS Investment Consulting Inc.
DECREASED127173-46-27%$499$418-$812026-10-26
IFP Advisors, Inc
DECREASED104607-503-83%$1.7K$342-$1.4K2026-10-16
Adirondack Trust Co
UNCHANGED10010000%$287$328+$412026-10-14
WPG Advisers, LLC
UNCHANGED686800%$196$224+$282026-10-27
Golden State Wealth Management, LLC
UNCHANGED505000%$144$165+$212026-11-02
Hantz Financial Services, Inc.
UNCHANGED505000%$0$0$02026-11-09
Larson Financial Group LLC
UNCHANGED424200%$121$138+$172026-11-05
Clearstead Advisors, LLC
DECREASED1774-57-77%$214$56-$1582026-11-06
Barclays PLC
DECREASED2191,656-191,654-100%$552.0K$7-$552.0K2026-11-06
Woodstock Corp
CLOSED0102,029-102,029-100%$293.8K$0-$293.8K2026-10-13
Avion Wealth
CLOSED0219-219-100%$0$0$02026-11-04
International Assets Investment Management, LLC
CLOSED065-65-100%$199$0-$1992026-11-02
Blue Trust, Inc.
CLOSED025-25-100%$72$0-$722026-10-15
Francisco Partners Management, LP
N/A—60,078,184-60,078,184-100%$173.0M———
Ameriprise Financial Inc
N/A—4,746,330-4,746,330-100%$13.7M———
Vanguard Capital Management LLC
N/A—4,086,521-4,086,521-100%$11.8M———
Silver Lake Group, L.L.C.
N/A—3,532,276-3,532,276-100%$10.2M———
Renaissance Technologies LLC
N/A—3,245,738-3,245,738-100%$9.3M———
Vanguard Portfolio Management LLC
N/A—3,208,264-3,208,264-100%$9.2M———
Petrus Trust Company, LTA
N/A—3,098,559-3,098,559-100%$8.9M———
AQR Capital Management LLC
N/A—2,326,080-2,326,080-100%$6.7M———
Jane Street Group, LLC
N/A—2,313,184-2,313,184-100%$6.7M———
BlackRock, Inc.
N/A—1,857,708-1,857,708-100%$5.4M———
Northern Trust Corp
N/A—904,290-904,290-100%$2.6M———
Stifel Financial Corp
N/A—868,790-868,790-100%$2.5M———
Moore Capital Management, LP
N/A—864,044-864,044-100%$2.5M———
Goldman Sachs Group Inc
N/A—858,326-858,326-100%$2.5M———
Two Sigma Investments, LP
N/A—742,181-742,181-100%$2.1M———
Nano Cap New Millennium Growth Fund L P
N/A—740,000-740,000-100%$2.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—738,833-738,833-100%$2.1M———
State Street Corp
N/A—625,045-625,045-100%$1.8M———
Vanguard Fiduciary Trust Co
N/A—587,886-587,886-100%$1.7M———
California State Teachers Retirement System
N/A—584,872-584,872-100%$1.7M———
Charles Schwab Investment Management Inc
N/A—553,844-553,844-100%$1.6M———
Marshall Wace, LLP
N/A—543,028-543,028-100%$1.6M———
D. E. Shaw & Co., Inc.
N/A—477,703-477,703-100%$1.4M———
UBS Group AG
N/A—454,795-454,795-100%$1.3M———
Bank of America Corp
N/A—419,595-419,595-100%$1.2M———
Utah Retirement Systems
N/A—392,614-392,614-100%$1.1M———
Millennium Management LLC
N/A—356,654-356,654-100%$1.0M———
HRT Financial LP
N/A—344,666-344,666-100%$992.0K———
Invesco Ltd.
N/A—321,407-321,407-100%$925.7K———
IEQ Capital, LLC
N/A—299,013-299,013-100%$861.2K———
Victory Capital Management Inc
N/A—236,317-236,317-100%$680.6K———
Allianz Asset Management GmbH
N/A—231,177-231,177-100%$665.8K———
Vident Advisory, LLC
N/A—214,489-214,489-100%$617.7K———
GSA Capital Partners LLP
N/A—203,566-203,566-100%$586.0K———
Quinn Opportunity Partners LLC
N/A—200,000-200,000-100%$576.0K———
Swiss National Bank
N/A—185,200-185,200-100%$533.4K———
Wells Fargo & Company
N/A—169,636-169,636-100%$488.6K———
UBS Asset Management Americas LLC
N/A—161,348-161,348-100%$464.7K———
Focus Partners Wealth
N/A—140,348-140,348-100%$404.2K———
Mariner, LLC
N/A—122,129-122,129-100%$351.7K———
KLP Kapitalforvaltning AS
N/A—120,200-120,200-100%$346.2K———
American Century Companies Inc
N/A—110,089-110,089-100%$317.1K———
Citadel Advisors LLC
N/A—104,218-104,218-100%$300.1K———
Geometric Wealth Advisors
N/A—102,224-102,224-100%$294.4K———
Susquehanna International Group, LLP
N/A—100,715-100,715-100%$290.1K———
Cerity Partners LLC
N/A—89,232-89,232-100%$257.0K———
Two Sigma Securities, LLC
N/A—86,140-86,140-100%$248.1K———
Legal & General Group Plc
N/A—84,260-84,260-100%$242.7K———
XTX Topco Ltd
N/A—83,094-83,094-100%$239.3K———
Hollencrest Capital Management
N/A—70,860-70,860-100%$204.1K———
Mercer Global Advisors Inc
N/A—69,497-69,497-100%$200.2K———
Raymond James Financial Inc
N/A—55,356-55,356-100%$159.4K———
EntryPoint Capital, LLC
N/A—54,271-54,271-100%$156.3K———
Price T Rowe Associates Inc
N/A—50,059-50,059-100%$145.0K———
Voleon Capital Management LP
N/A—48,289-48,289-100%$139.1K———
Vanguard Asset Management, Ltd
N/A—44,055-44,055-100%$126.9K———
Arax Advisory Partners
N/A—38,424-38,424-100%$110.7K———
Vanguard Global Advisers, LLC
N/A—37,699-37,699-100%$108.6K———
Morgan Stanley
N/A—36,861-36,861-100%$106.2K———
Royal Bank of Canada
N/A—33,802-33,802-100%$97.0K———
Jupiter Topco LLC
N/A—32,452-32,452-100%$93.3K———
ExodusPoint Capital Management, LP
N/A—31,243-31,243-100%$90.0K———
Captrust Financial Advisors
N/A—30,592-30,592-100%$88.1K———
Vanguard Personalized Indexing Management, LLC
N/A—27,584-27,584-100%$79.4K———
Pallas Capital Advisors LLC
N/A—22,526-22,526-100%$64.9K———
Point72 Asset Management, L.P.
N/A—19,342-19,342-100%$55.7K———
Vanguard Investments Australia, Ltd.
N/A—19,246-19,246-100%$55.4K———
Hirtle & Co., LLC
N/A—18,261-18,261-100%$52.6K———
Jain Global LLC
N/A—17,047-17,047-100%$49.1K———
AXQ Capital, LP
N/A—16,546-16,546-100%$47.7K———
Integrated Wealth Concepts LLC
N/A—16,401-16,401-100%$47.2K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—16,006-16,006-100%$46.1K———
Gotham Asset Management, LLC
N/A—15,921-15,921-100%$45.9K———
Northwestern Mutual Wealth Management Co
N/A—14,529-14,529-100%$41.8K———
Alliancebernstein L.P.
N/A—12,903-12,903-100%$25.3K———
JMN Financial LLC
N/A—11,429-11,429-100%$32.9K———
State of Wisconsin Investment Board
N/A—11,275-11,275-100%$32.5K———
Tower Research Capital LLC (TRC)
N/A—10,825-10,825-100%$31.2K———
Headlands Technologies LLC
N/A—10,489-10,489-100%$30.2K———
Cetera Investment Advisers
N/A—10,217-10,217-100%$29.4K———
FMR LLC
N/A—10,030-10,030-100%$28.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—6,971-6,971-100%$20.1K———
National Bank of Canada
N/A—3,999-3,999-100%$11.5K———
JPMorgan Chase & Co
N/A—3,549-3,549-100%$10.1K———
Group One Trading LLC
N/A—3,265-3,265-100%$9.4K———
BNP Paribas Financial Markets
N/A—3,099-3,099-100%$8.9K———
Jones Financial Companies Lllp
N/A—3,021-3,021-100%$8.5K———
Osaic Holdings, Inc.
N/A—2,900-2,900-100%$8.4K———
Steward Partners Investment Advisory, LLC
N/A—2,500-2,500-100%$7.2K———
WealthCollab, LLC
N/A—2,407-2,407-100%$6.9K———
Rothschild Investment LLC
N/A—1,370-1,370-100%$3.9K———
Rockefeller Capital Management L.P.
N/A—140-140-100%$403———
Whittier Trust Co
N/A—69-69-100%$213———
SHP Wealth Management
N/A—25-25-100%$72———
JPL Wealth Management, LLC
N/A—11-11-100%$32———
Strategic Wealth Partners, Ltd.
N/A—3-3-100%$9———
Showing 170 of 170 institutions