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Hain Celestial Group Inc (HAIN)

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
Shares1,052,385 from 987,761
Change+64,624 (+7%)
Value$513.5K (-$40.1K)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares638,549 from 1,211,407
Change-572,858 (-47%)
Value$311.4K (-$367.2K)
Filed 2026-10-15
Dimensional Fund Advisors LP
DECREASED
Shares332,298 from 591,744
Change-259,446 (-44%)
Value$161.9K (-$169.7K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares187,436 from 187,436
Change0 (0%)
Value$91.4K (-$13.6K)
Filed 2026-10-22
Sageworth Trust Co
UNCHANGED
Shares127,834 from 127,834
Change0 (0%)
Value$62.3K (-$9.3K)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares102,952 from 71,687
Change+31,265 (+44%)
Value$50.2K (+$10.1K)
Filed 2026-11-06
Imc-Chicago, LLC
INCREASED
Shares55,369 from 28,369
Change+27,000 (+95%)
Value$27.0K (+$11.1K)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares50,896
Change+50,896
Value$25.7K
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares43,936 from 35,352
Change+8,584 (+24%)
Value$21.4K (+$1.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares36,771 from 76,960
Change-40,189 (-52%)
Value$20.3K (-$23.2K)
Filed 2026-10-13
Savant Capital, LLC
NEW
Shares29,393
Change+29,393
Value$14.3K
Filed 2026-11-06
Creative Planning
DECREASED
Shares28,447 from 63,887
Change-35,440 (-55%)
Value$13.9K (-$21.9K)
Filed 2026-11-02
J. Safra Sarasin Holding AG
INCREASED
Shares27,401 from 21,188
Change+6,213 (+29%)
Value$13.4K (+$1.5K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares24,339 from 88,723
Change-64,384 (-73%)
Value$11.9K (-$37.8K)
Filed 2026-11-05
Grace & White Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$9.8K (-$1.5K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
NEW
Shares19,000
Change+19,000
Value$9.3K
Filed 2026-10-26
Merit Financial Group, LLC
DECREASED
Shares16,063 from 26,365
Change-10,302 (-39%)
Value$7.8K (-$6.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares10,770 from 10,700
Change+70 (+1%)
Value$5.4K (-$801)
Filed 2026-11-06
CWA Asset Management Group, LLC
UNCHANGED
Shares10,038 from 10,038
Change0 (0%)
Value$4.9K (-$727)
Filed 2026-10-19
Opal Wealth Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$4.9K
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares8,315 from 8,315
Change0 (0%)
Value$4.7K ($0)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares3,985 from 5,667
Change-1,682 (-30%)
Value$1.9K (-$1.2K)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares3,424 from 2,591
Change+833 (+32%)
Value$1.7K (+$220)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares2,533 from 3,841
Change-1,308 (-34%)
Value$1.2K (-$917)
Filed 2026-10-14
Leonteq Securities AG
UNCHANGED
Shares1,801 from 1,801
Change0 (0%)
Value$878 (-$131)
Filed 2026-10-29
Byrne Asset Management LLC
DECREASED
Shares1,800 from 152,300
Change-150,500 (-99%)
Value$919 (-$84.4K)
Filed 2026-10-06
Compass Wealth Management LLC
NEW
Shares1,525
Change+1,525
Value$744
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares1,015 from 16
Change+999 (+6244%)
Value$495 (+$486)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares954 from 1,270
Change-316 (-25%)
Value$465 (-$249)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
NEW
Shares933
Change+933
Value$456
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares752 from 877
Change-125 (-14%)
Value$366 (-$125)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$147 (-$22)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares262
Change+262
Value$128
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares200
Change+200
Value$98
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$79 (-$11)
Filed 2026-10-15
Covestor Ltd
DECREASED
Shares138 from 249
Change-111 (-45%)
Value$0 ($0)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$41 (-$5)
Filed 2026-10-16
PNC Financial Services Group, Inc.
DECREASED
Shares66 from 76
Change-10 (-13%)
Value$32 (-$11)
Filed 2026-11-06
SJS Investment Consulting Inc.
DECREASED
Shares44 from 251
Change-207 (-82%)
Value$22 (-$119)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares27 from 162
Change-135 (-83%)
Value$13 (-$78)
Filed 2026-10-16
Inspire Investing, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-22
Fortitude Family Office, LLC
DECREASED
Shares6 from 260
Change-254 (-98%)
Value$3 (-$143)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$13.4K)
Filed 2026-11-03
Brighton Jones LLC
CLOSED
Shares0 from 21,678
Change-21,678 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 21,269
Change-21,269 (-100%)
Value$0 (-$11.9K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 18,340
Change-18,340 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-16
HB Wealth Management, LLC
CLOSED
Shares0 from 11,093
Change-11,093 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-23
Avion Wealth
CLOSED
Shares0 from 734
Change-734 (-100%)
Value$0 ($0)
Filed 2026-11-04
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$190)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$168)
Filed 2026-10-23
True Wealth Design, LLC
CLOSED
Shares0 from 241
Change-241 (-100%)
Value$0 (-$136)
Filed 2026-10-13
Clearstead Advisors, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$118)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$92)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$32)
Filed 2026-10-07
Coston, McIsaac & Partners
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 ($0)
Filed 2026-11-06
CastleKnight Management LP
N/A
Shares— from 8,995,345
Change-8,995,345 (-100%)
Value—
Nantahala Capital Management, LLC
N/A
Shares— from 8,528,789
Change-8,528,789 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,064,421
Change-5,064,421 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,867,461
Change-4,867,461 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,064,093
Change-4,064,093 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,950,865
Change-3,950,865 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,162,966
Change-3,162,966 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,898,815
Change-2,898,815 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,701,937
Change-2,701,937 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,339,405
Change-1,339,405 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,236,521
Change-1,236,521 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 1,213,182
Change-1,213,182 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,052,911
Change-1,052,911 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 925,555
Change-925,555 (-100%)
Value—
Solas Capital Management, LLC
N/A
Shares— from 856,064
Change-856,064 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 662,860
Change-662,860 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 559,435
Change-559,435 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 541,410
Change-541,410 (-100%)
Value—
State Street Corp
N/A
Shares— from 486,614
Change-486,614 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 366,948
Change-366,948 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 319,434
Change-319,434 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 311,970
Change-311,970 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 305,481
Change-305,481 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 277,455
Change-277,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 267,291
Change-267,291 (-100%)
Value—
UBS Group AG
N/A
Shares— from 264,141
Change-264,141 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 250,400
Change-250,400 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 236,860
Change-236,860 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 232,700
Change-232,700 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 232,253
Change-232,253 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 219,185
Change-219,185 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 193,026
Change-193,026 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 157,192
Change-157,192 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 149,333
Change-149,333 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 133,872
Change-133,872 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 123,792
Change-123,792 (-100%)
Value—
Blair William & Co
N/A
Shares— from 103,961
Change-103,961 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 103,520
Change-103,520 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 103,212
Change-103,212 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 102,029
Change-102,029 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 93,534
Change-93,534 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 92,844
Change-92,844 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 90,074
Change-90,074 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 88,280
Change-88,280 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 83,582
Change-83,582 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 83,436
Change-83,436 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 75,012
Change-75,012 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 75,012
Change-75,012 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 71,572
Change-71,572 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 68,526
Change-68,526 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 63,178
Change-63,178 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 60,725
Change-60,725 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 57,534
Change-57,534 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,837
Change-53,837 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 53,059
Change-53,059 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 42,835
Change-42,835 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 42,130
Change-42,130 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 39,164
Change-39,164 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 37,765
Change-37,765 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 33,472
Change-33,472 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 33,213
Change-33,213 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,160
Change-28,160 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 28,005
Change-28,005 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26,809
Change-26,809 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 25,435
Change-25,435 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 21,147
Change-21,147 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,974
Change-14,974 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,651
Change-10,651 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 8,474
Change-8,474 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 439
Change-439 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,052,385987,761+64,624+7%$553.6K$513.5K-$40.1K2026-11-06
Assenagon Asset Management S.A.
DECREASED638,5491,211,407-572,858-47%$678.6K$311.4K-$367.2K2026-10-15
Dimensional Fund Advisors LP
DECREASED332,298591,744-259,446-44%$331.6K$161.9K-$169.7K2026-11-04
Fifth Third Wealth Advisors LLC
UNCHANGED187,436187,43600%$105.0K$91.4K-$13.6K2026-10-22
Sageworth Trust Co
UNCHANGED127,834127,83400%$71.6K$62.3K-$9.3K2026-10-30
Barclays PLC
INCREASED102,95271,687+31,265+44%$40.2K$50.2K+$10.1K2026-11-06
Imc-Chicago, LLC
INCREASED55,36928,369+27,000+95%$15.9K$27.0K+$11.1K2026-11-05
StoneX Group Inc.
NEW50,896—+50,896——$25.7K—2026-11-03
Citigroup Inc
INCREASED43,93635,352+8,584+24%$19.8K$21.4K+$1.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED36,77176,960-40,189-52%$43.5K$20.3K-$23.2K2026-10-13
Savant Capital, LLC
NEW29,393—+29,393——$14.3K—2026-11-06
Creative Planning
DECREASED28,44763,887-35,440-55%$35.8K$13.9K-$21.9K2026-11-02
J. Safra Sarasin Holding AG
INCREASED27,40121,188+6,213+29%$11.9K$13.4K+$1.5K2026-10-26
Bank of New York Mellon Corp
DECREASED24,33988,723-64,384-73%$49.7K$11.9K-$37.8K2026-11-05
Grace & White Inc
UNCHANGED20,00020,00000%$11.2K$9.8K-$1.5K2026-10-23
Flagship Harbor Advisors, LLC
NEW19,000—+19,000——$9.3K—2026-10-26
Merit Financial Group, LLC
DECREASED16,06326,365-10,302-39%$14.8K$7.8K-$6.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED10,77010,700+70+1%$6.2K$5.4K-$8012026-11-06
CWA Asset Management Group, LLC
UNCHANGED10,03810,03800%$5.6K$4.9K-$7272026-10-19
Opal Wealth Advisors, LLC
NEW10,000—+10,000——$4.9K—2026-10-16
Allworth Financial LP
UNCHANGED8,3158,31500%$4.7K$4.7K$02026-11-06
EverSource Wealth Advisors, LLC
DECREASED3,9855,667-1,682-30%$3.2K$1.9K-$1.2K2026-11-04
Simplex Trading, LLC
INCREASED3,4242,591+833+32%$1.5K$1.7K+$2202026-11-04
Essential Partners LLC
DECREASED2,5333,841-1,308-34%$2.2K$1.2K-$9172026-10-14
Leonteq Securities AG
UNCHANGED1,8011,80100%$1.0K$878-$1312026-10-29
Byrne Asset Management LLC
DECREASED1,800152,300-150,500-99%$85.3K$919-$84.4K2026-10-06
Compass Wealth Management LLC
NEW1,525—+1,525——$744—2026-10-22
SBI Securities Co., Ltd.
INCREASED1,01516+999+6244%$9$495+$4862026-10-22
Farther Finance Advisors, LLC
DECREASED9541,270-316-25%$714$465-$2492026-10-08
Physician Wealth Advisors, Inc.
NEW933—+933——$456—2026-10-20
Fifth Third Bancorp
DECREASED752877-125-14%$491$366-$1252026-11-05
Albion Financial Group
UNCHANGED30030000%$169$147-$222026-10-21
Root Financial Partners, LLC
NEW262—+262——$128—2026-10-21
DeDora Capital, Inc.
NEW200—+200——$98—2026-10-26
Blue Trust, Inc.
UNCHANGED16116100%$90$79-$112026-10-15
Covestor Ltd
DECREASED138249-111-45%$0$0$02026-10-30
TD Waterhouse Canada Inc.
UNCHANGED808000%$46$41-$52026-10-16
PNC Financial Services Group, Inc.
DECREASED6676-10-13%$43$32-$112026-11-06
SJS Investment Consulting Inc.
DECREASED44251-207-82%$141$22-$1192026-10-26
IFP Advisors, Inc
DECREASED27162-135-83%$91$13-$782026-10-16
Inspire Investing, LLC
UNCHANGED141400%$8$7-$12026-10-22
Fortitude Family Office, LLC
DECREASED6260-254-98%$146$3-$1432026-10-14
J. Derek Lewis & Associates Inc.
CLOSED024,000-24,000-100%$13.4K$0-$13.4K2026-11-03
Brighton Jones LLC
CLOSED021,678-21,678-100%$12.1K$0-$12.1K2026-11-03
Commonwealth Equity Services, LLC
CLOSED021,269-21,269-100%$11.9K$0-$11.9K2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED018,340-18,340-100%$10.3K$0-$10.3K2026-10-16
HB Wealth Management, LLC
CLOSED011,093-11,093-100%$6.2K$0-$6.2K2026-10-23
Avion Wealth
CLOSED0734-734-100%$0$0$02026-11-04
Nisa Investment Advisors, LLC
CLOSED0339-339-100%$190$0-$1902026-10-20
Wilmington Savings Fund Society, FSB
CLOSED0300-300-100%$168$0-$1682026-10-23
True Wealth Design, LLC
CLOSED0241-241-100%$136$0-$1362026-10-13
Clearstead Advisors, LLC
CLOSED0209-209-100%$118$0-$1182026-11-06
International Assets Investment Management, LLC
CLOSED0160-160-100%$92$0-$922026-11-02
Wealth Enhancement Trust Services, Inc.
CLOSED058-58-100%$32$0-$322026-10-07
Coston, McIsaac & Partners
CLOSED015-15-100%$0$0$02026-11-06
CastleKnight Management LP
N/A—8,995,345-8,995,345-100%$5.0M———
Nantahala Capital Management, LLC
N/A—8,528,789-8,528,789-100%$4.8M———
Goldman Sachs Group Inc
N/A—5,064,421-5,064,421-100%$2.8M———
AQR Capital Management LLC
N/A—4,867,461-4,867,461-100%$2.7M———
Neuberger Berman Group LLC
N/A—4,064,093-4,064,093-100%$2.3M———
Vanguard Capital Management LLC
N/A—3,950,865-3,950,865-100%$2.2M———
Charles Schwab Investment Management Inc
N/A—3,162,966-3,162,966-100%$1.8M———
BlackRock, Inc.
N/A—2,898,815-2,898,815-100%$1.6M———
Two Sigma Investments, LP
N/A—2,701,937-2,701,937-100%$1.5M———
Man Group plc
N/A—1,339,405-1,339,405-100%$750.3K———
Vanguard Portfolio Management LLC
N/A—1,236,521-1,236,521-100%$692.5K———
RBF Capital, LLC
N/A—1,213,182-1,213,182-100%$679.6K———
Jacobs Levy Equity Management, Inc
N/A—1,052,911-1,052,911-100%$589.8K———
Jane Street Group, LLC
N/A—925,555-925,555-100%$518.5K———
Solas Capital Management, LLC
N/A—856,064-856,064-100%$479.6K———
Ingalls & Snyder LLC
N/A—662,860-662,860-100%$371.0K———
Vanguard Fiduciary Trust Co
N/A—559,435-559,435-100%$313.3K———
Millennium Management LLC
N/A—541,410-541,410-100%$303.3K———
State Street Corp
N/A—486,614-486,614-100%$272.6K———
Tudor Investment Corp ET AL
N/A—366,948-366,948-100%$205.6K———
IEQ Capital, LLC
N/A—319,434-319,434-100%$178.9K———
XTX Topco Ltd
N/A—311,970-311,970-100%$174.8K———
Morgan Stanley
N/A—305,481-305,481-100%$171.1K———
Citadel Advisors LLC
N/A—277,455-277,455-100%$155.4K———
Susquehanna International Group, LLP
N/A—267,291-267,291-100%$149.7K———
UBS Group AG
N/A—264,141-264,141-100%$147.9K———
Renaissance Technologies LLC
N/A—250,400-250,400-100%$140.3K———
Ameriprise Financial Inc
N/A—236,860-236,860-100%$132.7K———
GatePass Capital, LLC
N/A—232,700-232,700-100%$130.4K———
Public Employees Retirement System of Ohio
N/A—232,253-232,253-100%$130.1K———
Northern Trust Corp
N/A—219,185-219,185-100%$122.8K———
Gamco Investors, Inc. ET AL
N/A—200,000-200,000-100%$112.0K———
Qube Research & Technologies Ltd
N/A—193,026-193,026-100%$108.1K———
GSA Capital Partners LLP
N/A—157,192-157,192-100%$88.0K———
HRT Financial LP
N/A—149,333-149,333-100%$83.0K———
Mariner, LLC
N/A—133,872-133,872-100%$75.0K———
Jain Global LLC
N/A—123,792-123,792-100%$69.3K———
Blair William & Co
N/A—103,961-103,961-100%$58.2K———
Franklin Resources Inc
N/A—103,520-103,520-100%$58.0K———
Cerity Partners LLC
N/A—103,212-103,212-100%$57.8K———
Stifel Financial Corp
N/A—102,029-102,029-100%$57.2K———
BNP Paribas Financial Markets
N/A—93,534-93,534-100%$52.4K———
HSBC Holdings PLC
N/A—92,844-92,844-100%$52.0K———
Bank of America Corp
N/A—90,074-90,074-100%$50.4K———
Rathbones Group PLC
N/A—88,280-88,280-100%$49.5K———
Virtu Financial LLC
N/A—83,582-83,582-100%$47.0K———
Rockefeller Capital Management L.P.
N/A—83,436-83,436-100%$46.7K———
Bridgeway Capital Management, LLC
N/A—75,012-75,012-100%$42.0K———
Empowered Funds, LLC
N/A—75,012-75,012-100%$42.0K———
Mercer Global Advisors Inc
N/A—71,572-71,572-100%$40.1K———
JPMorgan Chase & Co
N/A—68,526-68,526-100%$39.6K———
Arax Advisory Partners
N/A—63,178-63,178-100%$35.4K———
Rhumbline Advisers
N/A—60,725-60,725-100%$34.0K———
Quinn Opportunity Partners LLC
N/A—60,000-60,000-100%$33.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—57,534-57,534-100%$32.2K———
Cetera Investment Advisers
N/A—53,837-53,837-100%$30.2K———
Invesco Ltd.
N/A—53,059-53,059-100%$29.7K———
Gabelli Funds LLC
N/A—51,000-51,000-100%$28.6K———
FMR LLC
N/A—42,835-42,835-100%$24.0K———
Captrust Financial Advisors
N/A—42,130-42,130-100%$23.6K———
Squarepoint Ops LLC
N/A—39,164-39,164-100%$21.9K———
Two Sigma Securities, LLC
N/A—37,765-37,765-100%$21.2K———
Vanguard Global Advisers, LLC
N/A—33,472-33,472-100%$18.7K———
Pallas Capital Advisors LLC
N/A—33,213-33,213-100%$18.6K———
White Pine Capital LLC
N/A—32,000-32,000-100%$17.9K———
Focus Partners Wealth
N/A—28,160-28,160-100%$15.8K———
Point72 Asset Management, L.P.
N/A—28,005-28,005-100%$15.7K———
Tower Research Capital LLC (TRC)
N/A—26,809-26,809-100%$15.0K———
Schonfeld Strategic Advisors LLC
N/A—25,435-25,435-100%$14.2K———
Proficio Capital Partners LLC
N/A—21,147-21,147-100%$11.8K———
Royal Bank of Canada
N/A—19,435-19,435-100%$11.0K———
MAI Capital Management
N/A—16,533-16,533-100%$9.3K———
Integrated Wealth Concepts LLC
N/A—14,974-14,974-100%$8.4K———
Vanguard Personalized Indexing Management, LLC
N/A—13,652-13,652-100%$7.6K———
Fidelis Capital Partners, LLC
N/A—13,110-13,110-100%$7.3K———
Arkadios Wealth Advisors
N/A—13,097-13,097-100%$7.3K———
SEI Investments Co
N/A—12,931-12,931-100%$7.2K———
Balyasny Asset Management L.P.
N/A—10,651-10,651-100%$6.0K———
Group One Trading LLC
N/A—8,474-8,474-100%$4.7K———
Jones Financial Companies Lllp
N/A—6,763-6,763-100%$3.7K———
Optiver Holding B.V.
N/A—5,093-5,093-100%$2.9K———
Global Retirement Partners, LLC
N/A—3,228-3,228-100%$1.8K———
Wells Fargo & Company
N/A—2,368-2,368-100%$1.3K———
WealthCollab, LLC
N/A—2,000-2,000-100%$1.1K———
Osaic Holdings, Inc.
N/A—1,406-1,406-100%$785———
Rothschild Investment LLC
N/A—1,326-1,326-100%$743———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$560———
JPL Wealth Management, LLC
N/A—949-949-100%$532———
Basecamp Wealth Advisors LLC
N/A—622-622-100%$348———
Allied Private Wealth LLC
N/A—440-440-100%$246———
Federation des caisses Desjardins du Quebec
N/A—439-439-100%$246———
Harbour Investments, Inc.
N/A—130-130-100%$73———
McMillan Office, Inc.
N/A—120-120-100%$67———
Transamerica Financial Advisors, LLC
N/A—111-111-100%$62———
Federated Hermes, Inc.
N/A—85-85-100%$48———
Hantz Financial Services, Inc.
N/A—69-69-100%$0———
Boreal Capital Management LLC
N/A—50-50-100%$28———
IFG Advisory, LLC
N/A—32-32-100%$18———
Northwestern Mutual Wealth Management Co
N/A—1-1-100%$1———
Showing 154 of 154 institutions