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Hackett Group Inc (HCKT)

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
Shares716,993 from 727,124
Change-10,131 (-1%)
Value$7.2M (-$626.1K)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares676,657 from 738,477
Change-61,820 (-8%)
Value$6.8M (-$1.2M)
Filed 2026-11-06
Geode Capital Management, LLC
DECREASED
Shares591,581 from 611,005
Change-19,424 (-3%)
Value$5.9M (-$635.2K)
Filed 2026-11-06
Weber Capital Management LLC
UNCHANGED
Shares225,663 from 225,663
Change0 (0%)
Value$2.3M (-$162.5K)
Filed 2026-10-19
Linden Thomas Advisory Services, LLC
DECREASED
Shares148,198 from 228,112
Change-79,914 (-35%)
Value$1.5M (-$967.4K)
Filed 2026-10-19
North Star Investment Management Corp.
DECREASED
Shares126,363 from 175,475
Change-49,112 (-28%)
Value$1.3M (-$619.9K)
Filed 2026-10-27
LSV Asset Management
UNCHANGED
Shares119,800 from 119,800
Change0 (0%)
Value$1.2M (-$86.0K)
Filed 2026-11-06
SummerHaven Investment Management, LLC
NEW
Shares90,726
Change+90,726
Value$911.8K
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares80,988 from 46,638
Change+34,350 (+74%)
Value$813.9K (+$311.6K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares79,897 from 87,355
Change-7,458 (-9%)
Value$803.0K (-$137.8K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares78,969 from 13,251
Change+65,718 (+496%)
Value$793.6K (+$650.9K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares69,412 from 70,304
Change-892 (-1%)
Value$698.0K (-$59.0K)
Filed 2026-10-22
Fisher Asset Management, LLC
UNCHANGED
Shares45,873 from 45,873
Change0 (0%)
Value$461.0K (-$33.0K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
UNCHANGED
Shares40,681 from 40,681
Change0 (0%)
Value$408.8K (-$29.3K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares38,475 from 11,646
Change+26,829 (+230%)
Value$386.7K (+$261.2K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$301.5K (-$21.6K)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares26,339 from 25,922
Change+417 (+2%)
Value$264.7K (-$14.5K)
Filed 2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED
Shares25,226 from 17,505
Change+7,721 (+44%)
Value$253.5K (+$65.0K)
Filed 2026-10-09
Haven Private, LLC
DECREASED
Shares21,853 from 23,013
Change-1,160 (-5%)
Value$219.6K (-$28.2K)
Filed 2026-10-27
Hennessy Advisors Inc
NEW
Shares18,391
Change+18,391
Value$184.8K
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,303 from 11,393
Change+5,910 (+52%)
Value$190.0K (+$75.1K)
Filed 2026-10-13
Deutsche Bank Ag\
DECREASED
Shares17,093 from 19,217
Change-2,124 (-11%)
Value$171.8K (-$35.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares16,539 from 17,228
Change-689 (-4%)
Value$166.2K (-$19.3K)
Filed 2026-11-04
CWC Advisors, Llc.
INCREASED
Shares15,605 from 15,445
Change+160 (+1%)
Value$156.8K (-$9.5K)
Filed 2026-10-15
Certior Financial Group, LLC
INCREASED
Shares14,316 from 13,496
Change+820 (+6%)
Value$143.9K (-$1.5K)
Filed 2026-10-19
Copeland Capital Management, LLC
INCREASED
Shares8,458 from 5,653
Change+2,805 (+50%)
Value$85.0K (+$24.1K)
Filed 2026-10-13
Versant Capital Management, Inc
INCREASED
Shares3,874 from 2,439
Change+1,435 (+59%)
Value$38.9K (+$12.7K)
Filed 2026-10-02
Nisa Investment Advisors, LLC
DECREASED
Shares2,759 from 2,774
Change-15 (-1%)
Value$28.1K (-$1.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
DECREASED
Shares2,124 from 3,256
Change-1,132 (-35%)
Value$21.3K (-$13.7K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares1,403 from 127
Change+1,276 (+1005%)
Value$14.0K (+$14.0K)
Filed 2026-10-27
Quaker Wealth Management, LLC
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$11.5K (-$823)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares1,122 from 1,004
Change+118 (+12%)
Value$11.3K (+$463)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares1,090 from 4,651
Change-3,561 (-77%)
Value$11.0K (-$39.2K)
Filed 2026-10-08
Covestor Ltd
INCREASED
Shares835 from 759
Change+76 (+10%)
Value$8 ($0)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares727 from 135
Change+592 (+439%)
Value$7.3K (+$5.9K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares644 from 530
Change+114 (+22%)
Value$6.5K (+$764)
Filed 2026-10-14
Gamma Investing LLC
DECREASED
Shares618 from 660
Change-42 (-6%)
Value$6.2K (-$897)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$5.8K ($0)
Filed 2026-11-06
Zions Bancorporation, National Association
INCREASED
Shares519 from 193
Change+326 (+169%)
Value$5.2K (+$3.1K)
Filed 2026-11-06
Parallel Advisors, LLC
DECREASED
Shares475 from 4,120
Change-3,645 (-88%)
Value$4.8K (-$39.6K)
Filed 2026-11-03
SJS Investment Consulting Inc.
NEW
Shares414
Change+414
Value$4.2K
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$3.2K (-$227)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares278 from 1,175
Change-897 (-76%)
Value$2.8K (-$9.9K)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares202
Change+202
Value$2.0K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.0K (-$144)
Filed 2026-10-27
Signaturefd, LLC
DECREASED
Shares170 from 382
Change-212 (-55%)
Value$1.7K (-$2.4K)
Filed 2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares124 from 84
Change+40 (+48%)
Value$1.2K (+$341)
Filed 2026-10-05
SBI Securities Co., Ltd.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$1.1K (-$77)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED
Shares99 from 2,387
Change-2,288 (-96%)
Value$995 (-$24.7K)
Filed 2026-10-29
True Wealth Design, LLC
DECREASED
Shares80 from 88
Change-8 (-9%)
Value$804 (-$144)
Filed 2026-10-13
Clark Wealth Partners
NEW
Shares76
Change+76
Value$773
Filed 2026-10-19
Bare Financial Services, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$482 (-$35)
Filed 2026-11-04
TD Private Client Wealth LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$442 (-$32)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$302 (-$21)
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares26
Change+26
Value$261
Filed 2026-10-21
Fortitude Family Office, LLC
NEW
Shares5
Change+5
Value$50
Filed 2026-10-14
Values First Advisors, Inc.
CLOSED
Shares0 from 182,797
Change-182,797 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-23
Isthmus Partners, LLC
CLOSED
Shares0 from 97,458
Change-97,458 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Symmetry Partners, LLC
CLOSED
Shares0 from 19,140
Change-19,140 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 16,932
Change-16,932 (-100%)
Value$0 (-$182.4K)
Filed 2026-10-22
Creative Planning
CLOSED
Shares0 from 16,655
Change-16,655 (-100%)
Value$0 (-$179.4K)
Filed 2026-11-02
Anchyra Partners LLC
CLOSED
Shares0 from 16,196
Change-16,196 (-100%)
Value$0 (-$174.4K)
Filed 2026-10-13
HUB Investment Partners, LLC
CLOSED
Shares0 from 13,939
Change-13,939 (-100%)
Value$0 (-$150.1K)
Filed 2026-11-03
Able Wealth Management LLC
CLOSED
Shares0 from 13,237
Change-13,237 (-100%)
Value$0 (-$142.6K)
Filed 2026-10-13
Park Capital Management, LLC / WI
CLOSED
Shares0 from 13,185
Change-13,185 (-100%)
Value$0 (-$142.0K)
Filed 2026-10-13
MacKenzie Financial Corp
CLOSED
Shares0 from 12,861
Change-12,861 (-100%)
Value$0 (-$138.5K)
Filed 2026-11-02
Abel Hall, LLC
CLOSED
Shares0 from 12,371
Change-12,371 (-100%)
Value$0 (-$133.2K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 10,206
Change-10,206 (-100%)
Value$0 (-$109.9K)
Filed 2026-10-20
GW Henssler & Associates LTD
CLOSED
Shares0 from 10,117
Change-10,117 (-100%)
Value$0 (-$109.0K)
Filed 2026-10-26
Clearstead Advisors, LLC
CLOSED
Shares0 from 4,137
Change-4,137 (-100%)
Value$0 (-$44.6K)
Filed 2026-11-06
Summit Securities Group LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$32.3K)
Filed 2026-11-05
State of Alaska, Department of Revenue
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$13)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-27
CoreCap Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$851)
Filed 2026-10-08
Royce & Associates LP
N/A
Shares— from 3,095,670
Change-3,095,670 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,760,150
Change-1,760,150 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,011,930
Change-1,011,930 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 907,670
Change-907,670 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 896,140
Change-896,140 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 783,239
Change-783,239 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 737,471
Change-737,471 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 713,180
Change-713,180 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 608,663
Change-608,663 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 573,374
Change-573,374 (-100%)
Value—
State Street Corp
N/A
Shares— from 570,163
Change-570,163 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 539,094
Change-539,094 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 524,521
Change-524,521 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 474,707
Change-474,707 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 429,176
Change-429,176 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 256,670
Change-256,670 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 228,669
Change-228,669 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 220,778
Change-220,778 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 213,195
Change-213,195 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 208,088
Change-208,088 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 190,119
Change-190,119 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 178,925
Change-178,925 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 163,635
Change-163,635 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 159,543
Change-159,543 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 120,603
Change-120,603 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 120,163
Change-120,163 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 97,313
Change-97,313 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 77,995
Change-77,995 (-100%)
Value—
FMR LLC
N/A
Shares— from 67,905
Change-67,905 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 62,266
Change-62,266 (-100%)
Value—
UBS Group AG
N/A
Shares— from 62,262
Change-62,262 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 61,973
Change-61,973 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 61,467
Change-61,467 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,621
Change-59,621 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,143
Change-55,143 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 46,299
Change-46,299 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,379
Change-39,379 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 31,712
Change-31,712 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 31,314
Change-31,314 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 31,005
Change-31,005 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 30,279
Change-30,279 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,362
Change-28,362 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 25,860
Change-25,860 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 23,120
Change-23,120 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,029
Change-21,029 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,811
Change-20,811 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 19,388
Change-19,388 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 18,225
Change-18,225 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
&partners
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 13,770
Change-13,770 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 12,783
Change-12,783 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,003
Change-11,003 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 10,343
Change-10,343 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,051
Change-10,051 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,611
Change-7,611 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 817
Change-817 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 309
Change-309 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 271
Change-271 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 245
Change-245 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 120
Change-120 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED716,993727,124-10,131-1%$7.8M$7.2M-$626.1K2026-11-04
Russell Investments Group, Ltd.
DECREASED676,657738,477-61,820-8%$8.0M$6.8M-$1.2M2026-11-06
Geode Capital Management, LLC
DECREASED591,581611,005-19,424-3%$6.6M$5.9M-$635.2K2026-11-06
Weber Capital Management LLC
UNCHANGED225,663225,66300%$2.4M$2.3M-$162.5K2026-10-19
Linden Thomas Advisory Services, LLC
DECREASED148,198228,112-79,914-35%$2.5M$1.5M-$967.4K2026-10-19
North Star Investment Management Corp.
DECREASED126,363175,475-49,112-28%$1.9M$1.3M-$619.9K2026-10-27
LSV Asset Management
UNCHANGED119,800119,80000%$1.3M$1.2M-$86.0K2026-11-06
SummerHaven Investment Management, LLC
NEW90,726—+90,726——$911.8K—2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED80,98846,638+34,350+74%$502.3K$813.9K+$311.6K2026-10-16
Bank of New York Mellon Corp
DECREASED79,89787,355-7,458-9%$940.8K$803.0K-$137.8K2026-11-05
Barclays PLC
INCREASED78,96913,251+65,718+496%$142.7K$793.6K+$650.9K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED69,41270,304-892-1%$757.0K$698.0K-$59.0K2026-10-22
Fisher Asset Management, LLC
UNCHANGED45,87345,87300%$494.1K$461.0K-$33.0K2026-11-06
Uhlmann Price Securities, LLC
UNCHANGED40,68140,68100%$438.1K$408.8K-$29.3K2026-11-03
State of Wyoming
INCREASED38,47511,646+26,829+230%$125.4K$386.7K+$261.2K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED30,00030,00000%$323.1K$301.5K-$21.6K2026-10-30
Exchange Traded Concepts, LLC
INCREASED26,33925,922+417+2%$279.2K$264.7K-$14.5K2026-10-28
Williams & Novak Wealth Management, LLC
INCREASED25,22617,505+7,721+44%$188.5K$253.5K+$65.0K2026-10-09
Haven Private, LLC
DECREASED21,85323,013-1,160-5%$247.9K$219.6K-$28.2K2026-10-27
Hennessy Advisors Inc
NEW18,391—+18,391——$184.8K—2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED17,30311,393+5,910+52%$114.8K$190.0K+$75.1K2026-10-13
Deutsche Bank Ag\
DECREASED17,09319,217-2,124-11%$207.0K$171.8K-$35.2K2026-11-06
Citigroup Inc
DECREASED16,53917,228-689-4%$185.5K$166.2K-$19.3K2026-11-04
CWC Advisors, Llc.
INCREASED15,60515,445+160+1%$166.3K$156.8K-$9.5K2026-10-15
Certior Financial Group, LLC
INCREASED14,31613,496+820+6%$145.4K$143.9K-$1.5K2026-10-19
Copeland Capital Management, LLC
INCREASED8,4585,653+2,805+50%$60.9K$85.0K+$24.1K2026-10-13
Versant Capital Management, Inc
INCREASED3,8742,439+1,435+59%$26.3K$38.9K+$12.7K2026-10-02
Nisa Investment Advisors, LLC
DECREASED2,7592,774-15-1%$30.0K$28.1K-$1.9K2026-10-20
PNC Financial Services Group, Inc.
DECREASED2,1243,256-1,132-35%$35.1K$21.3K-$13.7K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED1,403127+1,276+1005%$1$14.0K+$14.0K2026-10-27
Quaker Wealth Management, LLC
UNCHANGED1,1431,14300%$12.3K$11.5K-$8232026-10-22
IFP Advisors, Inc
INCREASED1,1221,004+118+12%$10.8K$11.3K+$4632026-10-16
Farther Finance Advisors, LLC
DECREASED1,0904,651-3,561-77%$50.2K$11.0K-$39.2K2026-10-08
Covestor Ltd
INCREASED835759+76+10%$8$8$02026-10-30
Sterling Capital Management LLC
INCREASED727135+592+439%$1.5K$7.3K+$5.9K2026-10-22
Essential Partners LLC
INCREASED644530+114+22%$5.7K$6.5K+$7642026-10-14
Gamma Investing LLC
DECREASED618660-42-6%$7.1K$6.2K-$8972026-10-08
Allworth Financial LP
UNCHANGED54054000%$5.8K$5.8K$02026-11-06
Zions Bancorporation, National Association
INCREASED519193+326+169%$2.1K$5.2K+$3.1K2026-11-06
Parallel Advisors, LLC
DECREASED4754,120-3,645-88%$44.4K$4.8K-$39.6K2026-11-03
SJS Investment Consulting Inc.
NEW414—+414——$4.2K—2026-10-26
US Bancorp \de\
UNCHANGED31631600%$3.4K$3.2K-$2272026-11-05
EverSource Wealth Advisors, LLC
DECREASED2781,175-897-76%$12.7K$2.8K-$9.9K2026-11-04
Parkside Financial Bank & Trust
NEW202—+202——$2.0K—2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED20020000%$2.2K$2.0K-$1442026-10-27
Signaturefd, LLC
DECREASED170382-212-55%$4.1K$1.7K-$2.4K2026-10-23
MassMutual Private Wealth & Trust, FSB
INCREASED12484+40+48%$905$1.2K+$3412026-10-05
SBI Securities Co., Ltd.
UNCHANGED10610600%$1.1K$1.1K-$772026-10-22
Caitong International Asset Management Co., Ltd
DECREASED992,387-2,288-96%$25.7K$995-$24.7K2026-10-29
True Wealth Design, LLC
DECREASED8088-8-9%$948$804-$1442026-10-13
Clark Wealth Partners
NEW76—+76——$773—2026-10-19
Bare Financial Services, Inc
UNCHANGED484800%$517$482-$352026-11-04
TD Private Client Wealth LLC
UNCHANGED444400%$474$442-$322026-10-28
Concord Wealth Partners
UNCHANGED303000%$323$302-$212026-11-02
Root Financial Partners, LLC
NEW26—+26——$261—2026-10-21
Fortitude Family Office, LLC
NEW5—+5——$50—2026-10-14
Values First Advisors, Inc.
CLOSED0182,797-182,797-100%$2.0M$0-$2.0M2026-10-23
Isthmus Partners, LLC
CLOSED097,458-97,458-100%$1.0M$0-$1.0M2026-10-21
Symmetry Partners, LLC
CLOSED019,140-19,140-100%$206.1K$0-$206.1K2026-10-27
Fifth Third Wealth Advisors LLC
CLOSED016,932-16,932-100%$182.4K$0-$182.4K2026-10-22
Creative Planning
CLOSED016,655-16,655-100%$179.4K$0-$179.4K2026-11-02
Anchyra Partners LLC
CLOSED016,196-16,196-100%$174.4K$0-$174.4K2026-10-13
HUB Investment Partners, LLC
CLOSED013,939-13,939-100%$150.1K$0-$150.1K2026-11-03
Able Wealth Management LLC
CLOSED013,237-13,237-100%$142.6K$0-$142.6K2026-10-13
Park Capital Management, LLC / WI
CLOSED013,185-13,185-100%$142.0K$0-$142.0K2026-10-13
MacKenzie Financial Corp
CLOSED012,861-12,861-100%$138.5K$0-$138.5K2026-11-02
Abel Hall, LLC
CLOSED012,371-12,371-100%$133.2K$0-$133.2K2026-10-19
Commonwealth Financial Services, LLC
CLOSED010,206-10,206-100%$109.9K$0-$109.9K2026-10-20
GW Henssler & Associates LTD
CLOSED010,117-10,117-100%$109.0K$0-$109.0K2026-10-26
Clearstead Advisors, LLC
CLOSED04,137-4,137-100%$44.6K$0-$44.6K2026-11-06
Summit Securities Group LLC
CLOSED03,000-3,000-100%$32.3K$0-$32.3K2026-11-05
State of Alaska, Department of Revenue
CLOSED01,257-1,257-100%$13$0-$132026-10-15
Pinnacle Wealth Planning Services, Inc.
CLOSED0610-610-100%$6.6K$0-$6.6K2026-10-27
CoreCap Advisors, LLC
CLOSED079-79-100%$851$0-$8512026-10-08
Royce & Associates LP
N/A—3,095,670-3,095,670-100%$33.3M———
BlackRock, Inc.
N/A—1,760,150-1,760,150-100%$19.0M———
Vanguard Capital Management LLC
N/A—1,011,930-1,011,930-100%$10.9M———
Millennium Management LLC
N/A—907,670-907,670-100%$9.8M———
Goldman Sachs Group Inc
N/A—896,140-896,140-100%$9.7M———
Renaissance Technologies LLC
N/A—783,239-783,239-100%$8.4M———
Vanguard Portfolio Management LLC
N/A—737,471-737,471-100%$7.9M———
Bank of America Corp
N/A—713,180-713,180-100%$7.7M———
Pacific Ridge Capital Partners, LLC
N/A—608,663-608,663-100%$6.6M———
Two Sigma Investments, LP
N/A—573,374-573,374-100%$6.2M———
State Street Corp
N/A—570,163-570,163-100%$6.2M———
Morgan Stanley
N/A—539,094-539,094-100%$5.8M———
Crawford Investment Counsel Inc
N/A—524,521-524,521-100%$5.6M———
Punch & Associates Investment Management, Inc.
N/A—474,707-474,707-100%$5.1M———
Nuveen, LLC
N/A—429,176-429,176-100%$4.6M———
Earnest Partners LLC
N/A—256,670-256,670-100%$2.8M———
Federated Hermes, Inc.
N/A—228,669-228,669-100%$2.5M———
AQR Capital Management LLC
N/A—220,778-220,778-100%$2.4M———
Aristides Capital LLC
N/A—213,195-213,195-100%$2.3M———
Northern Trust Corp
N/A—208,088-208,088-100%$2.2M———
Envestnet Asset Management Inc
N/A—190,119-190,119-100%$2.0M———
Charles Schwab Investment Management Inc
N/A—178,925-178,925-100%$1.9M———
Vanguard Fiduciary Trust Co
N/A—163,635-163,635-100%$1.8M———
Wells Fargo & Company
N/A—159,543-159,543-100%$1.7M———
Quantinno Capital Management LP
N/A—120,603-120,603-100%$1.3M———
Numerai GP LLC
N/A—120,163-120,163-100%$1.3M———
Price T Rowe Associates Inc
N/A—97,313-97,313-100%$1.0M———
EJF Capital LP
N/A—85,000-85,000-100%$915.5K———
Franklin Resources Inc
N/A—77,995-77,995-100%$840.0K———
FMR LLC
N/A—67,905-67,905-100%$731.3K———
American Century Companies Inc
N/A—62,266-62,266-100%$670.6K———
UBS Group AG
N/A—62,262-62,262-100%$670.6K———
Atom Investors LP
N/A—61,973-61,973-100%$667.4K———
Campbell & Co Investment Adviser LLC
N/A—61,467-61,467-100%$662.0K———
Citadel Advisors LLC
N/A—59,621-59,621-100%$642.1K———
Raymond James Financial Inc
N/A—55,143-55,143-100%$593.9K———
Allianz Asset Management GmbH
N/A—53,000-53,000-100%$570.8K———
Prelude Capital Management, LLC
N/A—50,000-50,000-100%$538.5K———
Invesco Ltd.
N/A—46,299-46,299-100%$498.6K———
Sanctuary Advisors, LLC
N/A—39,379-39,379-100%$424.1K———
D. E. Shaw & Co., Inc.
N/A—31,712-31,712-100%$341.5K———
Rhumbline Advisers
N/A—31,314-31,314-100%$337.2K———
XTX Topco Ltd
N/A—31,005-31,005-100%$333.9K———
Alliancebernstein L.P.
N/A—30,279-30,279-100%$393.9K———
Bridgeway Capital Management, LLC
N/A—29,000-29,000-100%$312.3K———
Cetera Investment Advisers
N/A—28,685-28,685-100%$308.9K———
Jane Street Group, LLC
N/A—28,362-28,362-100%$305.5K———
Hillsdale Investment Management Inc.
N/A—25,900-25,900-100%$278.9K———
Vident Advisory, LLC
N/A—25,860-25,860-100%$278.5K———
Graham Capital Management, L.P.
N/A—23,120-23,120-100%$249.0K———
Mercer Global Advisors Inc
N/A—21,029-21,029-100%$226.5K———
Susquehanna International Group, LLP
N/A—20,811-20,811-100%$224.1K———
Ameriprise Financial Inc
N/A—19,388-19,388-100%$211.1K———
Aquatic Capital Management LLC
N/A—18,225-18,225-100%$196.3K———
Jain Global LLC
N/A—16,855-16,855-100%$181.5K———
Brevan Howard Capital Management LP
N/A—16,578-16,578-100%$178.5K———
GSA Capital Partners LLP
N/A—15,583-15,583-100%$168.0K———
&partners
N/A—14,871-14,871-100%$160.2K———
Cerity Partners LLC
N/A—14,389-14,389-100%$155.0K———
MetLife Investment Management, LLC
N/A—13,948-13,948-100%$150.2K———
Walleye Capital LLC
N/A—13,770-13,770-100%$148.3K———
HSBC Holdings PLC
N/A—13,365-13,365-100%$145.3K———
Clearbridge Investments, LLC
N/A—12,783-12,783-100%$137.7K———
Stifel Financial Corp
N/A—11,235-11,235-100%$121.0K———
FourThought Financial Partners, LLC
N/A—11,003-11,003-100%$118.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—10,343-10,343-100%$111.4K———
Vanguard Personalized Indexing Management, LLC
N/A—10,051-10,051-100%$108.2K———
JPMorgan Chase & Co
N/A—9,600-9,600-100%$105.5K———
Vanguard Global Advisers, LLC
N/A—8,955-8,955-100%$96.4K———
New York State Common Retirement Fund
N/A—7,611-7,611-100%$82.0K———
Police & Firemen's Retirement System of New Jersey
N/A—6,931-6,931-100%$74.6K———
Rockefeller Capital Management L.P.
N/A—4,047-4,047-100%$43.6K———
BNP Paribas Financial Markets
N/A—3,874-3,874-100%$41.7K———
Arax Advisory Partners
N/A—3,341-3,341-100%$36.0K———
Huntington National Bank
N/A—3,000-3,000-100%$32.3K———
Royal Bank of Canada
N/A—2,981-2,981-100%$32.0K———
Ameritas Investment Partners, Inc.
N/A—2,467-2,467-100%$26.6K———
Tower Research Capital LLC (TRC)
N/A—2,262-2,262-100%$24.4K———
Legal & General Group Plc
N/A—2,163-2,163-100%$23.3K———
Vanguard Asset Management, Ltd
N/A—1,223-1,223-100%$13.2K———
Global Retirement Partners, LLC
N/A—1,199-1,199-100%$12.9K———
UBS Asset Management Americas LLC
N/A—890-890-100%$9.6K———
Bessemer Group Inc
N/A—817-817-100%$9———
Barrow Hanley Mewhinney & Strauss LLC
N/A—414-414-100%$4.5K———
Osaic Holdings, Inc.
N/A—402-402-100%$4.3K———
California State Teachers Retirement System
N/A—309-309-100%$3.3K———
Jones Financial Companies Lllp
N/A—271-271-100%$3.1K———
Atlantic Union Bankshares Corp
N/A—245-245-100%$2.6K———
Allied Private Wealth LLC
N/A—200-200-100%$2.0K———
Bellevue Asset Management, LLC
N/A—180-180-100%$1.9K———
BFC Planning, Inc.
N/A—153-153-100%$1.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—153-153-100%$1.6K———
Transamerica Financial Advisors, LLC
N/A—129-129-100%$1.4K———
Optiver Holding B.V.
N/A—120-120-100%$1.3K———
SHP Wealth Management
N/A—75-75-100%$808———
Investors Portfolio Services LLC
N/A—72-72-100%$775———
Rothschild Investment LLC
N/A—41-41-100%$442———
LOS Angeles Capital Management LLC
N/A—40-40-100%$431———
Kilter Group LLC
N/A—25-25-100%$270———
Showing 173 of 173 institutions