Grifols SA (GRFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares591,486 from 592,173

Change-687 (0%)

Value$4.3M (+$131.2K)

Filed 2026-10-13

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares221,493 from 314,215

Change-92,722 (-30%)

Value$1.6M (-$606.0K)

Filed 2026-10-22

Wolverine Asset Management LLC

UNCHANGED

Shares164,690 from 164,690

Change0 (0%)

Value$1.2M (+$37.9K)

Filed 2026-11-02

Atria Investments, Inc

INCREASED

Shares117,166 from 101,326

Change+15,840 (+16%)

Value$856.5K (+$139.1K)

Filed 2026-10-15

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares91,210 from 86,124

Change+5,086 (+6%)

Value$666.7K (+$57.0K)

Filed 2026-11-05

Aspen Wealth Management LLC

UNCHANGED

Shares86,466 from 86,466

Change0 (0%)

Value$632.1K (+$19.9K)

Filed 2026-10-14

Oppenheimer Asset Management Inc.

DECREASED

Shares75,631 from 75,888

Change-257 (0%)

Value$552.9K (+$15.6K)

Filed 2026-10-27

Lanark Financial, Inc.

INCREASED

Shares63,240 from 61,372

Change+1,868 (+3%)

Value$462.3K (+$27.8K)

Filed 2026-10-26

State of Wyoming

DECREASED

Shares51,360 from 55,808

Change-4,448 (-8%)

Value$375.4K (-$19.7K)

Filed 2026-10-28

B. Riley Wealth Advisors, Inc.

DECREASED

Shares46,675 from 47,601

Change-926 (-2%)

Value$341.2K (-$7.7K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares37,619 from 19,256

Change+18,363 (+95%)

Value$275.0K (+$138.7K)

Filed 2026-11-02

Quadrant Capital Group LLC

INCREASED

Shares35,155 from 11,075

Change+24,080 (+217%)

Value$252.1K (+$173.7K)

Filed 2026-10-20

Bank of New York Mellon Corp

DECREASED

Shares25,771 from 29,830

Change-4,059 (-14%)

Value$188.4K (-$22.8K)

Filed 2026-11-05

China Universal Asset Management Co., Ltd.

INCREASED

Shares22,259 from 19,415

Change+2,844 (+15%)

Value$162.4K (+$24.9K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

NEW

Shares15,404

Change+15,404

Value$112.6K

Filed 2026-11-02

Sowell Financial Services LLC

INCREASED

Shares15,306 from 15,140

Change+166 (+1%)

Value$111.9K (+$4.7K)

Filed 2026-10-23

Compass Wealth Management LLC

UNCHANGED

Shares15,222 from 15,222

Change0 (0%)

Value$111.3K (+$3.5K)

Filed 2026-10-22

Truist Financial Corp

DECREASED

Shares15,121 from 16,673

Change-1,552 (-9%)

Value$110.5K (-$7.5K)

Filed 2026-10-30

US Bancorp \de\

DECREASED

Shares14,318 from 15,938

Change-1,620 (-10%)

Value$104.7K (-$8.2K)

Filed 2026-11-05

Old National Bancorp

DECREASED

Shares13,831 from 14,691

Change-860 (-6%)

Value$101.1K (-$2.9K)

Filed 2026-10-20

Financial Symmetry Inc

NEW

Shares10,026

Change+10,026

Value$73.3K

Filed 2026-10-06

Cordgrass Capital Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$73.1K (+$2.3K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares6,588 from 4,670

Change+1,918 (+41%)

Value$48.2K (+$15.1K)

Filed 2026-10-08

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares6,234 from 5,456

Change+778 (+14%)

Value$45.6K (+$6.9K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

DECREASED

Shares5,478 from 7,580

Change-2,102 (-28%)

Value$40.0K (-$13.6K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares4,372 from 2,591

Change+1,781 (+69%)

Value$32.0K (+$13.6K)

Filed 2026-10-23

Versant Capital Management, Inc

DECREASED

Shares3,505 from 6,958

Change-3,453 (-50%)

Value$25.6K (-$23.6K)

Filed 2026-10-02

Citigroup Inc

INCREASED

Shares3,278 from 3,012

Change+266 (+9%)

Value$24.0K (+$2.6K)

Filed 2026-11-04

GF Fund Management Co. Ltd.

INCREASED

Shares2,812 from 2,582

Change+230 (+9%)

Value$20.6K (+$2.3K)

Filed 2026-10-26

Peterson Wealth Services

INCREASED

Shares1,539 from 1,521

Change+18 (+1%)

Value$11.3K (+$482)

Filed 2026-10-26

Montag A & Associates Inc

UNCHANGED

Shares1,477 from 1,477

Change0 (0%)

Value$10.8K (+$339)

Filed 2026-10-29

Spire Wealth Management

INCREASED

Shares1,441 from 1,061

Change+380 (+36%)

Value$10.5K (+$3.0K)

Filed 2026-10-30

Pinnacle Bancorp, Inc.

UNCHANGED

Shares1,411 from 1,411

Change0 (0%)

Value$10.3K (+$324)

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$7.3K (+$220)

Filed 2026-10-16

Assetmark, Inc

DECREASED

Shares748 from 856

Change-108 (-13%)

Value$5.5K (-$592)

Filed 2026-10-21

Larson Financial Group LLC

INCREASED

Shares651 from 246

Change+405 (+165%)

Value$4.8K (+$3.0K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares490 from 685

Change-195 (-28%)

Value$3.6K (-$1.3K)

Filed 2026-10-08

First Command Advisory Services, Inc.

INCREASED

Shares238 from 48

Change+190 (+396%)

Value$1.7K (+$1.4K)

Filed 2026-11-05

TD Private Client Wealth LLC

INCREASED

Shares222 from 208

Change+14 (+7%)

Value$1.6K (+$150)

Filed 2026-10-28

Silver Grove Financial Group, Inc.

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$1.5K (+$48)

Filed 2026-11-05

Parallel Advisors, LLC

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$1.5K (+$47)

Filed 2026-11-03

Bare Financial Services, Inc

UNCHANGED

Shares81 from 81

Change0 (0%)

Value$592 (+$19)

Filed 2026-11-04

Retirement Wealth Solutions LLC

INCREASED

Shares72 from 21

Change+51 (+243%)

Value$527 (+$378)

Filed 2026-10-07

Signature Equity Partners, LLC

DECREASED

Shares65 from 92

Change-27 (-29%)

Value$475 (-$176)

Filed 2026-10-29

Owl Creek Wealth Partners LLC

DECREASED

Shares39 from 40

Change-1 (-2%)

Value$286 (+$2)

Filed 2026-10-20

Ascentis Wealth Management, LLC

NEW

Shares35

Change+35

Value$255

Filed 2026-11-03

True Wealth Design, LLC

DECREASED

Shares34 from 58

Change-24 (-41%)

Value$249 (-$162)

Filed 2026-10-13

Blue Trust, Inc.

DECREASED

Shares32 from 6,587

Change-6,555 (-100%)

Value$234 (-$46.4K)

Filed 2026-10-15

SJS Investment Consulting Inc.

NEW

Shares23

Change+23

Value$169

Filed 2026-10-26

Arlington Trust Co LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$102 (+$3)

Filed 2026-10-20

Ascentis Independent Advisors

NEW

Shares4

Change+4

Value$28

Filed 2026-11-03

Ascent Group, LLC

CLOSED

Shares0 from 13,625

Change-13,625 (-100%)

Value$0 (-$96.5K)

Filed 2026-10-30

Evergreen Capital Management LLC

CLOSED

Shares0 from 12,801

Change-12,801 (-100%)

Value$0 (-$90.6K)

Filed 2026-10-23

Pinnacle Wealth Planning Services, Inc.

CLOSED

Shares0 from 893

Change-893 (-100%)

Value$0 (-$6.3K)

Filed 2026-10-27

Cornerstone Planning Group LLC

CLOSED

Shares0 from 211

Change-211 (-100%)

Value$0 (-$1.7K)

Filed 2026-10-16

Fifth Third Bancorp

CLOSED

Shares0 from 114

Change-114 (-100%)

Value$0 (-$807)

Filed 2026-11-05

Manchester Capital Management LLC

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$638)

Filed 2026-10-22

Brandes Investment Partners, LP

N/A

Shares— from 37,816,285

Change-37,816,285 (-100%)

Value—

Capital World Investors

N/A

Shares— from 22,911,656

Change-22,911,656 (-100%)

Value—

Permian Investment Partners, LP

N/A

Shares— from 19,740,679

Change-19,740,679 (-100%)

Value—

Black Creek Investment Management Inc.

N/A

Shares— from 7,682,055

Change-7,682,055 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 6,550,337

Change-6,550,337 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,369,934

Change-4,369,934 (-100%)

Value—

Flat Footed LLC

N/A

Shares— from 4,349,708

Change-4,349,708 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 2,958,981

Change-2,958,981 (-100%)

Value—

Armistice Capital, LLC

N/A

Shares— from 2,936,000

Change-2,936,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,661,180

Change-2,661,180 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 2,646,607

Change-2,646,607 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,452,728

Change-2,452,728 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,029,612

Change-2,029,612 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,927,976

Change-1,927,976 (-100%)

Value—

Norges Bank

N/A

Shares— from 1,840,000

Change-1,840,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,828,586

Change-1,828,586 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 1,603,483

Change-1,603,483 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,233,082

Change-1,233,082 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,178,762

Change-1,178,762 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,110,934

Change-1,110,934 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,068,445

Change-1,068,445 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 904,078

Change-904,078 (-100%)

Value—

Barclays PLC

N/A

Shares— from 808,187

Change-808,187 (-100%)

Value—

State Street Corp

N/A

Shares— from 653,035

Change-653,035 (-100%)

Value—

Capital International Sarl

N/A

Shares— from 642,946

Change-642,946 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 555,250

Change-555,250 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 550,746

Change-550,746 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 508,641

Change-508,641 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 435,361

Change-435,361 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 406,087

Change-406,087 (-100%)

Value—

Capital International LTD

N/A

Shares— from 404,486

Change-404,486 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 296,293

Change-296,293 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 277,160

Change-277,160 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 261,581

Change-261,581 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 256,421

Change-256,421 (-100%)

Value—

Groupe la Francaise

N/A

Shares— from 238,928

Change-238,928 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 227,910

Change-227,910 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 200,121

Change-200,121 (-100%)

Value—

Capital International, Inc.

N/A

Shares— from 190,360

Change-190,360 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 123,449

Change-123,449 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 122,536

Change-122,536 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 114,327

Change-114,327 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 113,947

Change-113,947 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 111,729

Change-111,729 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 101,833

Change-101,833 (-100%)

Value—

Vinva Investment Management Ltd

N/A

Shares— from 84,607

Change-84,607 (-100%)

Value—

Capital Group Investment Management Pte. Ltd.

N/A

Shares— from 81,955

Change-81,955 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 80,403

Change-80,403 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 78,106

Change-78,106 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 77,728

Change-77,728 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 73,684

Change-73,684 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 71,548

Change-71,548 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 61,028

Change-61,028 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 54,286

Change-54,286 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 48,700

Change-48,700 (-100%)

Value—

QRG Capital Management, Inc.

N/A

Shares— from 48,218

Change-48,218 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 45,596

Change-45,596 (-100%)

Value—

&partners

N/A

Shares— from 42,142

Change-42,142 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 40,491

Change-40,491 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 38,870

Change-38,870 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 34,688

Change-34,688 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 33,892

Change-33,892 (-100%)

Value—

Atlas Capital Advisors Inc.

N/A

Shares— from 31,637

Change-31,637 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 29,256

Change-29,256 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 27,982

Change-27,982 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 26,734

Change-26,734 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 25,794

Change-25,794 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 25,427

Change-25,427 (-100%)

Value—

FMR LLC

N/A

Shares— from 24,032

Change-24,032 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

Bulltick Wealth Management, LLC

N/A

Shares— from 20,973

Change-20,973 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 20,051

Change-20,051 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 19,583

Change-19,583 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 18,405

Change-18,405 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,273

Change-18,273 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 16,618

Change-16,618 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 15,998

Change-15,998 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 14,366

Change-14,366 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,403

Change-12,403 (-100%)

Value—

DV Equities, LLC

N/A

Shares— from 12,342

Change-12,342 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 11,980

Change-11,980 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 11,940

Change-11,940 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,583

Change-11,583 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 11,317

Change-11,317 (-100%)

Value—

Savant Capital, LLC

N/A

Shares— from 10,875

Change-10,875 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 8,133

Change-8,133 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 8,102

Change-8,102 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,317

Change-7,317 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 3,774

Change-3,774 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,316

Change-2,316 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,267

Change-2,267 (-100%)

Value—

E Fund Management (Hong Kong) Co., Ltd.

N/A

Shares— from 2,248

Change-2,248 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 2,054

Change-2,054 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,636

Change-1,636 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 1,426

Change-1,426 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 940

Change-940 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 756

Change-756 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 752

Change-752 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 546

Change-546 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 511

Change-511 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 479

Change-479 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 393

Change-393 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 368

Change-368 (-100%)

Value—

Ramirez Asset Management, Inc.

N/A

Shares— from 327

Change-327 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 299

Change-299 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 283

Change-283 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 244

Change-244 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 192

Change-192 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 60

Change-60 (-100%)

Value—

Manning & Napier Advisors LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 19

Change-19 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	DECREASED	591,486	592,173	-687	0%	$4.2M	$4.3M	+$131.2K	2026-10-13
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	221,493	314,215	-92,722	-30%	$2.2M	$1.6M	-$606.0K	2026-10-22
Wolverine Asset Management LLC	UNCHANGED	164,690	164,690	0	0%	$1.2M	$1.2M	+$37.9K	2026-11-02
Atria Investments, Inc	INCREASED	117,166	101,326	+15,840	+16%	$717.4K	$856.5K	+$139.1K	2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	91,210	86,124	+5,086	+6%	$609.8K	$666.7K	+$57.0K	2026-11-05
Aspen Wealth Management LLC	UNCHANGED	86,466	86,466	0	0%	$612.2K	$632.1K	+$19.9K	2026-10-14
Oppenheimer Asset Management Inc.	DECREASED	75,631	75,888	-257	0%	$537.3K	$552.9K	+$15.6K	2026-10-27
Lanark Financial, Inc.	INCREASED	63,240	61,372	+1,868	+3%	$434.5K	$462.3K	+$27.8K	2026-10-26
State of Wyoming	DECREASED	51,360	55,808	-4,448	-8%	$395.1K	$375.4K	-$19.7K	2026-10-28
B. Riley Wealth Advisors, Inc.	DECREASED	46,675	47,601	-926	-2%	$348.9K	$341.2K	-$7.7K	2026-10-13
Creative Planning	INCREASED	37,619	19,256	+18,363	+95%	$136.3K	$275.0K	+$138.7K	2026-11-02
Quadrant Capital Group LLC	INCREASED	35,155	11,075	+24,080	+217%	$78.4K	$252.1K	+$173.7K	2026-10-20
Bank of New York Mellon Corp	DECREASED	25,771	29,830	-4,059	-14%	$211.2K	$188.4K	-$22.8K	2026-11-05
China Universal Asset Management Co., Ltd.	INCREASED	22,259	19,415	+2,844	+15%	$137.5K	$162.4K	+$24.9K	2026-10-28
Commonwealth Equity Services, LLC	NEW	15,404	—	+15,404	—	—	$112.6K	—	2026-11-02
Sowell Financial Services LLC	INCREASED	15,306	15,140	+166	+1%	$107.2K	$111.9K	+$4.7K	2026-10-23
Compass Wealth Management LLC	UNCHANGED	15,222	15,222	0	0%	$107.8K	$111.3K	+$3.5K	2026-10-22
Truist Financial Corp	DECREASED	15,121	16,673	-1,552	-9%	$118.0K	$110.5K	-$7.5K	2026-10-30
US Bancorp \de\	DECREASED	14,318	15,938	-1,620	-10%	$112.8K	$104.7K	-$8.2K	2026-11-05
Old National Bancorp	DECREASED	13,831	14,691	-860	-6%	$104.0K	$101.1K	-$2.9K	2026-10-20
Financial Symmetry Inc	NEW	10,026	—	+10,026	—	—	$73.3K	—	2026-10-06
Cordgrass Capital Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$70.8K	$73.1K	+$2.3K	2026-10-30
Gamma Investing LLC	INCREASED	6,588	4,670	+1,918	+41%	$33.1K	$48.2K	+$15.1K	2026-10-08
Mirae Asset Global Investments Co., Ltd.	INCREASED	6,234	5,456	+778	+14%	$38.6K	$45.6K	+$6.9K	2026-11-03
EverSource Wealth Advisors, LLC	DECREASED	5,478	7,580	-2,102	-28%	$53.7K	$40.0K	-$13.6K	2026-11-04
Signaturefd, LLC	INCREASED	4,372	2,591	+1,781	+69%	$18.3K	$32.0K	+$13.6K	2026-10-23
Versant Capital Management, Inc	DECREASED	3,505	6,958	-3,453	-50%	$49.3K	$25.6K	-$23.6K	2026-10-02
Citigroup Inc	INCREASED	3,278	3,012	+266	+9%	$21.3K	$24.0K	+$2.6K	2026-11-04
GF Fund Management Co. Ltd.	INCREASED	2,812	2,582	+230	+9%	$18.3K	$20.6K	+$2.3K	2026-10-26
Peterson Wealth Services	INCREASED	1,539	1,521	+18	+1%	$10.8K	$11.3K	+$482	2026-10-26
Montag A & Associates Inc	UNCHANGED	1,477	1,477	0	0%	$10.5K	$10.8K	+$339	2026-10-29
Spire Wealth Management	INCREASED	1,441	1,061	+380	+36%	$7.5K	$10.5K	+$3.0K	2026-10-30
Pinnacle Bancorp, Inc.	UNCHANGED	1,411	1,411	0	0%	$10.0K	$10.3K	+$324	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	1,000	1,000	0	0%	$7.1K	$7.3K	+$220	2026-10-16
Assetmark, Inc	DECREASED	748	856	-108	-13%	$6.1K	$5.5K	-$592	2026-10-21
Larson Financial Group LLC	INCREASED	651	246	+405	+165%	$1.7K	$4.8K	+$3.0K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	490	685	-195	-28%	$4.9K	$3.6K	-$1.3K	2026-10-08
First Command Advisory Services, Inc.	INCREASED	238	48	+190	+396%	$340	$1.7K	+$1.4K	2026-11-05
TD Private Client Wealth LLC	INCREASED	222	208	+14	+7%	$1.5K	$1.6K	+$150	2026-10-28
Silver Grove Financial Group, Inc.	UNCHANGED	210	210	0	0%	$1.5K	$1.5K	+$48	2026-11-05
Parallel Advisors, LLC	UNCHANGED	202	202	0	0%	$1.4K	$1.5K	+$47	2026-11-03
Bare Financial Services, Inc	UNCHANGED	81	81	0	0%	$573	$592	+$19	2026-11-04
Retirement Wealth Solutions LLC	INCREASED	72	21	+51	+243%	$149	$527	+$378	2026-10-07
Signature Equity Partners, LLC	DECREASED	65	92	-27	-29%	$651	$475	-$176	2026-10-29
Owl Creek Wealth Partners LLC	DECREASED	39	40	-1	-2%	$284	$286	+$2	2026-10-20
Ascentis Wealth Management, LLC	NEW	35	—	+35	—	—	$255	—	2026-11-03
True Wealth Design, LLC	DECREASED	34	58	-24	-41%	$411	$249	-$162	2026-10-13
Blue Trust, Inc.	DECREASED	32	6,587	-6,555	-100%	$46.6K	$234	-$46.4K	2026-10-15
SJS Investment Consulting Inc.	NEW	23	—	+23	—	—	$169	—	2026-10-26
Arlington Trust Co LLC	UNCHANGED	14	14	0	0%	$99	$102	+$3	2026-10-20
Ascentis Independent Advisors	NEW	4	—	+4	—	—	$28	—	2026-11-03
Ascent Group, LLC	CLOSED	0	13,625	-13,625	-100%	$96.5K	$0	-$96.5K	2026-10-30
Evergreen Capital Management LLC	CLOSED	0	12,801	-12,801	-100%	$90.6K	$0	-$90.6K	2026-10-23
Pinnacle Wealth Planning Services, Inc.	CLOSED	0	893	-893	-100%	$6.3K	$0	-$6.3K	2026-10-27
Cornerstone Planning Group LLC	CLOSED	0	211	-211	-100%	$1.7K	$0	-$1.7K	2026-10-16
Fifth Third Bancorp	CLOSED	0	114	-114	-100%	$807	$0	-$807	2026-11-05
Manchester Capital Management LLC	CLOSED	0	90	-90	-100%	$638	$0	-$638	2026-10-22
Brandes Investment Partners, LP	N/A	—	37,816,285	-37,816,285	-100%	$267.7M	—	—	—
Capital World Investors	N/A	—	22,911,656	-22,911,656	-100%	$162.2M	—	—	—
Permian Investment Partners, LP	N/A	—	19,740,679	-19,740,679	-100%	$139.8M	—	—	—
Black Creek Investment Management Inc.	N/A	—	7,682,055	-7,682,055	-100%	$54.4M	—	—	—
Bank of America Corp	N/A	—	6,550,337	-6,550,337	-100%	$46.4M	—	—	—
Millennium Management LLC	N/A	—	4,369,934	-4,369,934	-100%	$30.9M	—	—	—
Flat Footed LLC	N/A	—	4,349,708	-4,349,708	-100%	$30.8M	—	—	—
Jupiter Topco LLC	N/A	—	2,958,981	-2,958,981	-100%	$20.9M	—	—	—
Armistice Capital, LLC	N/A	—	2,936,000	-2,936,000	-100%	$20.8M	—	—	—
Morgan Stanley	N/A	—	2,661,180	-2,661,180	-100%	$18.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	2,646,607	-2,646,607	-100%	$18.7M	—	—	—
New York State Common Retirement Fund	N/A	—	2,452,728	-2,452,728	-100%	$17.4M	—	—	—
BlackRock, Inc.	N/A	—	2,029,612	-2,029,612	-100%	$14.4M	—	—	—
JPMorgan Chase & Co	N/A	—	1,927,976	-1,927,976	-100%	$14.1M	—	—	—
Norges Bank	N/A	—	1,840,000	-1,840,000	-100%	$13.0M	—	—	—
UBS Group AG	N/A	—	1,828,586	-1,828,586	-100%	$12.9M	—	—	—
Whitebox Advisors LLC	N/A	—	1,603,483	-1,603,483	-100%	$11.4M	—	—	—
Tidal Investments LLC	N/A	—	1,233,082	-1,233,082	-100%	$8.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,178,762	-1,178,762	-100%	$8.3M	—	—	—
SEI Investments Co	N/A	—	1,110,934	-1,110,934	-100%	$7.9M	—	—	—
Wells Fargo & Company	N/A	—	1,068,445	-1,068,445	-100%	$7.6M	—	—	—
Royal Bank of Canada	N/A	—	904,078	-904,078	-100%	$6.4M	—	—	—
Barclays PLC	N/A	—	808,187	-808,187	-100%	$5.7M	—	—	—
State Street Corp	N/A	—	653,035	-653,035	-100%	$4.6M	—	—	—
Capital International Sarl	N/A	—	642,946	-642,946	-100%	$4.6M	—	—	—
Credit Industriel ET Commercial	N/A	—	555,250	-555,250	-100%	$3.9M	—	—	—
Verition Fund Management LLC	N/A	—	550,746	-550,746	-100%	$3.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	508,641	-508,641	-100%	$3.6M	—	—	—
Hudson Bay Capital Management LP	N/A	—	435,361	-435,361	-100%	$3.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	406,087	-406,087	-100%	$2.9M	—	—	—
Capital International LTD	N/A	—	404,486	-404,486	-100%	$2.9M	—	—	—
Quantinno Capital Management LP	N/A	—	296,293	-296,293	-100%	$2.1M	—	—	—
Stifel Financial Corp	N/A	—	277,160	-277,160	-100%	$2.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	261,581	-261,581	-100%	$1.9M	—	—	—
LPL Financial LLC	N/A	—	256,421	-256,421	-100%	$1.8M	—	—	—
Groupe la Francaise	N/A	—	238,928	-238,928	-100%	$1.5M	—	—	—
Bank of Montreal	N/A	—	227,910	-227,910	-100%	$1.6M	—	—	—
Hantz Financial Services, Inc.	N/A	—	200,121	-200,121	-100%	$1.4M	—	—	—
Capital International, Inc.	N/A	—	190,360	-190,360	-100%	$1.3M	—	—	—
Callan Family Office, LLC	N/A	—	123,449	-123,449	-100%	$874.0K	—	—	—
HRT Financial LP	N/A	—	122,536	-122,536	-100%	$867.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	114,327	-114,327	-100%	$809.4K	—	—	—
Citadel Advisors LLC	N/A	—	113,947	-113,947	-100%	$806.7K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	111,729	-111,729	-100%	$791.0K	—	—	—
GSA Capital Partners LLP	N/A	—	101,833	-101,833	-100%	$721.0K	—	—	—
Vinva Investment Management Ltd	N/A	—	84,607	-84,607	-100%	$901.3K	—	—	—
Capital Group Investment Management Pte. Ltd.	N/A	—	81,955	-81,955	-100%	$580.2K	—	—	—
Arax Advisory Partners	N/A	—	80,403	-80,403	-100%	$569.2K	—	—	—
Bleakley Financial Group, LLC	N/A	—	78,106	-78,106	-100%	$553.0K	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	77,728	-77,728	-100%	$550.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	73,684	-73,684	-100%	$521.7K	—	—	—
Gabelli Funds LLC	N/A	—	71,548	-71,548	-100%	$506.6K	—	—	—
Mariner, LLC	N/A	—	61,028	-61,028	-100%	$432.1K	—	—	—
Cetera Investment Advisers	N/A	—	54,286	-54,286	-100%	$384.3K	—	—	—
Engineers Gate Manager LP	N/A	—	48,700	-48,700	-100%	$344.8K	—	—	—
QRG Capital Management, Inc.	N/A	—	48,218	-48,218	-100%	$341.4K	—	—	—
Geode Capital Management, LLC	N/A	—	45,596	-45,596	-100%	$322.8K	—	—	—
&partners	N/A	—	42,142	-42,142	-100%	$298.3K	—	—	—
Vident Advisory, LLC	N/A	—	40,491	-40,491	-100%	$286.7K	—	—	—
AQR Capital Management LLC	N/A	—	38,870	-38,870	-100%	$275.2K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	34,688	-34,688	-100%	$245.6K	—	—	—
Russell Investments Group, Ltd.	N/A	—	33,892	-33,892	-100%	$240.0K	—	—	—
Atlas Capital Advisors Inc.	N/A	—	31,637	-31,637	-100%	$224.0K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	29,256	-29,256	-100%	$207.1K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	27,982	-27,982	-100%	$198.1K	—	—	—
Syon Capital LLC	N/A	—	26,734	-26,734	-100%	$189.3K	—	—	—
Point72 Asset Management, L.P.	N/A	—	25,794	-25,794	-100%	$182.6K	—	—	—
Pathstone Holdings, LLC	N/A	—	25,427	-25,427	-100%	$180.0K	—	—	—
FMR LLC	N/A	—	24,032	-24,032	-100%	$170.1K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	24,000	-24,000	-100%	$169.9K	—	—	—
Bulltick Wealth Management, LLC	N/A	—	20,973	-20,973	-100%	$148.5K	—	—	—
Invesco Ltd.	N/A	—	20,051	-20,051	-100%	$142.0K	—	—	—
PCM Encore, LLC	N/A	—	19,583	-19,583	-100%	$138.6K	—	—	—
Old Mission Capital LLC	N/A	—	18,405	-18,405	-100%	$130.3K	—	—	—
Franklin Resources Inc	N/A	—	18,273	-18,273	-100%	$129.4K	—	—	—
Caprock Group, LLC	N/A	—	16,618	-16,618	-100%	$117.7K	—	—	—
MML Investors Services, LLC	N/A	—	15,998	-15,998	-100%	$113.3K	—	—	—
CIBC World Market Inc.	N/A	—	14,366	-14,366	-100%	$101.5K	—	—	—
Raymond James Financial Inc	N/A	—	12,403	-12,403	-100%	$87.8K	—	—	—
DV Equities, LLC	N/A	—	12,342	-12,342	-100%	$87.4K	—	—	—
Merit Financial Group, LLC	N/A	—	11,980	-11,980	-100%	$84.8K	—	—	—
IEQ Capital, LLC	N/A	—	11,940	-11,940	-100%	$84.5K	—	—	—
HighTower Advisors, LLC	N/A	—	11,583	-11,583	-100%	$82.0K	—	—	—
Ameriprise Financial Inc	N/A	—	11,317	-11,317	-100%	$80.1K	—	—	—
Savant Capital, LLC	N/A	—	10,875	-10,875	-100%	$77.0K	—	—	—
Allworth Financial LP	N/A	—	8,133	-8,133	-100%	$57.6K	—	—	—
National Bank of Canada	N/A	—	8,102	-8,102	-100%	$57.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,317	-7,317	-100%	$51.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	3,774	-3,774	-100%	$26.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,316	-2,316	-100%	$16.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,267	-2,267	-100%	$16.1K	—	—	—
E Fund Management (Hong Kong) Co., Ltd.	N/A	—	2,248	-2,248	-100%	$15.9K	—	—	—
Clearstead Advisors, LLC	N/A	—	2,054	-2,054	-100%	$14.5K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,636	-1,636	-100%	$12.0K	—	—	—
Optiver Holding B.V.	N/A	—	1,426	-1,426	-100%	$10.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	940	-940	-100%	$6.7K	—	—	—
BFC Planning, Inc.	N/A	—	756	-756	-100%	$5.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	752	-752	-100%	$5.3K	—	—	—
Rothschild Investment LLC	N/A	—	546	-546	-100%	$3.9K	—	—	—
Bessemer Group Inc	N/A	—	511	-511	-100%	$4	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	479	-479	-100%	$3.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	393	-393	-100%	$2.9K	—	—	—
LRI Investments, LLC	N/A	—	368	-368	-100%	$2.6K	—	—	—
Ramirez Asset Management, Inc.	N/A	—	327	-327	-100%	$2.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	299	-299	-100%	$2.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	283	-283	-100%	$2.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	244	-244	-100%	$1.7K	—	—	—
Deutsche Bank Ag\	N/A	—	192	-192	-100%	$1.4K	—	—	—
Caitlin John, LLC	N/A	—	66	-66	-100%	$467	—	—	—
Smithfield Trust Co	N/A	—	60	-60	-100%	$0	—	—	—
Manning & Napier Advisors LLC	N/A	—	44	-44	-100%	$323	—	—	—
IMA Advisory Services, Inc.	N/A	—	19	-19	-100%	$135	—	—	—
Walleye Capital LLC	N/A	—	14	-14	-100%	$99	—	—	—

Showing 170 of 170 institutions