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Heartflow Inc (HTFL)

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
Shares1,817,385 from 1,360,391
Change+456,994 (+34%)
Value$90.4M (+$50.5M)
Filed 2026-11-06
M&G Plc
NEW
Shares319,558
Change+319,558
Value$16.0M
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares302,658 from 650,849
Change-348,191 (-53%)
Value$15.1M (-$4.0M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares209,739 from 79,080
Change+130,659 (+165%)
Value$10.4M (+$8.1M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
INCREASED
Shares201,610 from 157,644
Change+43,966 (+28%)
Value$10.0M (+$5.4M)
Filed 2026-10-28
Lisanti Capital Growth, LLC
DECREASED
Shares155,295 from 189,675
Change-34,380 (-18%)
Value$7.7M (+$2.2M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares151,821 from 167,206
Change-15,385 (-9%)
Value$7.2M (+$2.8M)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares147,764 from 24,811
Change+122,953 (+496%)
Value$7.4M (+$6.6M)
Filed 2026-11-06
Brown Capital Management LLC
INCREASED
Shares101,190 from 82,091
Change+19,099 (+23%)
Value$5.0M (+$2.6M)
Filed 2026-10-27
Xxec, Inc.
DECREASED
Shares60,040 from 599,194
Change-539,154 (-90%)
Value$3.0M (-$15.4M)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares55,598 from 55,598
Change0 (0%)
Value$2.8M (+$1.1M)
Filed 2026-10-26
Citigroup Inc
DECREASED
Shares32,515 from 93,212
Change-60,697 (-65%)
Value$1.6M (-$1.1M)
Filed 2026-11-04
Strs Ohio
NEW
Shares26,100
Change+26,100
Value$1.3M
Filed 2026-10-30
State of New Jersey Common Pension Fund D
NEW
Shares25,062
Change+25,062
Value$1.2M
Filed 2026-11-05
Commonwealth Equity Services, LLC
NEW
Shares20,923
Change+20,923
Value$1.0M
Filed 2026-11-02
Vontobel Holding Ltd.
NEW
Shares20,500
Change+20,500
Value$1.0M
Filed 2026-10-16
Russell Investments Group, Ltd.
DECREASED
Shares19,522 from 67,801
Change-48,279 (-71%)
Value$971.2K (-$1.0M)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares18,819 from 10,648
Change+8,171 (+77%)
Value$936.2K (+$623.8K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares18,194
Change+18,194
Value$905.2K
Filed 2026-10-16
Diversified Trust Co
DECREASED
Shares16,350 from 24,525
Change-8,175 (-33%)
Value$813.4K (+$93.9K)
Filed 2026-11-06
MacKenzie Financial Corp
NEW
Shares15,869
Change+15,869
Value$789.5K
Filed 2026-11-02
Thrivent Financial for Lutherans
UNCHANGED
Shares15,860 from 15,860
Change0 (0%)
Value$789.0K (+$324.0K)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares14,553 from 12,530
Change+2,023 (+16%)
Value$724.0K (+$356.4K)
Filed 2026-10-13
Staley Capital Advisers Inc
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$696.5K (+$285.7K)
Filed 2026-11-06
Amundi
INCREASED
Shares13,521 from 12,278
Change+1,243 (+10%)
Value$672.7K (+$312.4K)
Filed 2026-11-06
Perpetual Ltd
DECREASED
Shares12,266 from 15,741
Change-3,475 (-22%)
Value$610.2K (+$148.4K)
Filed 2026-10-13
Accretive Wealth Partners, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$557.2K (+$228.6K)
Filed 2026-11-06
Pictet Asset Management Holding SA
NEW
Shares11,073
Change+11,073
Value$550.9K
Filed 2026-11-03
Principal Financial Group Inc
NEW
Shares9,645
Change+9,645
Value$479.8K
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares9,635 from 10,528
Change-893 (-8%)
Value$479.3K (+$170.5K)
Filed 2026-10-29
AlpInvest Partners B.V.
DECREASED
Shares9,131 from 36,504
Change-27,373 (-75%)
Value$454.3K (-$616.8K)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares7,492
Change+7,492
Value$372.7K
Filed 2026-11-06
Xponance LLC
DECREASED
Shares7,325 from 7,868
Change-543 (-7%)
Value$364.4K (+$133.6K)
Filed 2026-11-03
Tema Etfs LLC
NEW
Shares5,923
Change+5,923
Value$294.7K
Filed 2026-10-16
Crescent Grove Advisors, LLC
NEW
Shares5,000
Change+5,000
Value$248.8K
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares4,740 from 17,690
Change-12,950 (-73%)
Value$235.8K (-$283.2K)
Filed 2026-10-23
Capital Advisors Wealth Management, LLC
NEW
Shares4,500
Change+4,500
Value$223.9K
Filed 2026-10-09
Lanark Financial, Inc.
NEW
Shares4,354
Change+4,354
Value$216.6K
Filed 2026-10-26
Valeo Financial Advisors, LLC
NEW
Shares4,284
Change+4,284
Value$213.1K
Filed 2026-10-08
Inscription Capital, LLC
NEW
Shares4,211
Change+4,211
Value$209.5K
Filed 2026-11-02
Caitong International Asset Management Co., Ltd
INCREASED
Shares4,061 from 7
Change+4,054 (+57914%)
Value$202.0K (+$201.8K)
Filed 2026-10-29
FNY Investment Advisers, LLC
INCREASED
Shares4,042 from 130
Change+3,912 (+3009%)
Value$201 (+$198)
Filed 2026-10-16
Pier 88 Investment Partners LLC
NEW
Shares3,500
Change+3,500
Value$174.1K
Filed 2026-11-06
Axxion S.A.
NEW
Shares3,000
Change+3,000
Value$149.3K
Filed 2026-10-22
KBC Group NV
NEW
Shares2,758
Change+2,758
Value$137.0K
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares2,532 from 282
Change+2,250 (+798%)
Value$126.0K (+$117.7K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,884 from 1,884
Change0 (0%)
Value$93.7K (+$38.5K)
Filed 2026-10-20
Nykredit A/S
NEW
Shares1,799
Change+1,799
Value$89.5K
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares1,145 from 529
Change+616 (+116%)
Value$33.6K (+$18.1K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares803 from 85
Change+718 (+845%)
Value$39.9K (+$37.5K)
Filed 2026-10-16
Versant Capital Management, Inc
DECREASED
Shares698 from 1,056
Change-358 (-34%)
Value$34.7K (+$3.7K)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares641 from 366
Change+275 (+75%)
Value$31.9K (+$21.2K)
Filed 2026-10-08
J.Safra Asset Management Corp
INCREASED
Shares594 from 210
Change+384 (+183%)
Value$29.6K (+$23.4K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares278 from 315
Change-37 (-12%)
Value$13.8K (+$4.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares276 from 503
Change-227 (-45%)
Value$13.7K (-$1.0K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares271 from 57
Change+214 (+375%)
Value$13.5K (+$11.8K)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$13.3K (+$5.5K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
NEW
Shares247
Change+247
Value$12.3K
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares239 from 15
Change+224 (+1493%)
Value$11.9K (+$11.5K)
Filed 2026-11-06
Mather Group, Llc.
NEW
Shares200
Change+200
Value$10.0K
Filed 2026-10-14
Essential Partners LLC
DECREASED
Shares189 from 400
Change-211 (-53%)
Value$9.4K (-$2.3K)
Filed 2026-10-14
First Horizon Corp
NEW
Shares184
Change+184
Value$9.2K
Filed 2026-10-26
Farther Finance Advisors, LLC
DECREASED
Shares159 from 172
Change-13 (-8%)
Value$7.9K (+$2.8K)
Filed 2026-10-08
Parkside Financial Bank & Trust
NEW
Shares137
Change+137
Value$6.8K
Filed 2026-10-27
Hughes Financial Services, LLC
NEW
Shares118
Change+118
Value$7.1K
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares118 from 55
Change+63 (+115%)
Value$5.9K (+$4.3K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares107
Change+107
Value$5.3K
Filed 2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.0K (+$2.0K)
Filed 2026-11-03
Redwood Park Advisors LLC
NEW
Shares77
Change+77
Value$3.8K
Filed 2026-11-02
Bell Investment Advisors, Inc
INCREASED
Shares50 from 16
Change+34 (+213%)
Value$2.5K (+$2.0K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares31 from 13
Change+18 (+138%)
Value$1.5K (+$1.2K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.3K (+$551)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
NEW
Shares20
Change+20
Value$995
Filed 2026-10-27
Financial Consulate, Inc
NEW
Shares18
Change+18
Value$896
Filed 2026-10-23
Physician Wealth Advisors, Inc.
NEW
Shares11
Change+11
Value$548
Filed 2026-10-20
Bare Financial Services, Inc
NEW
Shares11
Change+11
Value$547
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares10
Change+10
Value$497
Filed 2026-11-03
Covestor Ltd
DECREASED
Shares10 from 17
Change-7 (-41%)
Value$1 ($0)
Filed 2026-10-30
SJS Investment Consulting Inc.
DECREASED
Shares7 from 21
Change-14 (-67%)
Value$349 (-$268)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
NEW
Shares5
Change+5
Value$249
Filed 2026-10-05
Clark Wealth Partners
NEW
Shares1
Change+1
Value$50
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$23.9K)
Filed 2026-10-28
State of Wyoming
CLOSED
Shares0 from 728
Change-728 (-100%)
Value$0 (-$21.4K)
Filed 2026-10-28
Fifth Third Bancorp
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$18.9K)
Filed 2026-11-05
True Wealth Design, LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-13
Ares Financial Consulting, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$557)
Filed 2026-10-19
Clearstead Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$30)
Filed 2026-11-06
Bain Capital Life Sciences Investors, LLC
N/A
Shares— from 8,448,158
Change-8,448,158 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,864,226
Change-7,864,226 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,197,747
Change-5,197,747 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,820,944
Change-4,820,944 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,584,428
Change-3,584,428 (-100%)
Value—
Bamco Inc
N/A
Shares— from 3,225,133
Change-3,225,133 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,753,206
Change-2,753,206 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,419,336
Change-2,419,336 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,298,718
Change-2,298,718 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,924,268
Change-1,924,268 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,721,279
Change-1,721,279 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 1,694,651
Change-1,694,651 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,465,895
Change-1,465,895 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,465,650
Change-1,465,650 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,353,168
Change-1,353,168 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,054,889
Change-1,054,889 (-100%)
Value—
UBS Group AG
N/A
Shares— from 975,510
Change-975,510 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 931,160
Change-931,160 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 922,893
Change-922,893 (-100%)
Value—
12 West Capital Management LP
N/A
Shares— from 902,500
Change-902,500 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 817,701
Change-817,701 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 799,883
Change-799,883 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 733,607
Change-733,607 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 733,183
Change-733,183 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 671,404
Change-671,404 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 656,014
Change-656,014 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 636,942
Change-636,942 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 607,387
Change-607,387 (-100%)
Value—
Catalio Capital Management, LP
N/A
Shares— from 583,055
Change-583,055 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 573,500
Change-573,500 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 567,030
Change-567,030 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 539,160
Change-539,160 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 537,902
Change-537,902 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 511,523
Change-511,523 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 498,812
Change-498,812 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 441,237
Change-441,237 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 382,700
Change-382,700 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 303,220
Change-303,220 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 298,568
Change-298,568 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 297,254
Change-297,254 (-100%)
Value—
RTW Investments, LP
N/A
Shares— from 295,000
Change-295,000 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 238,268
Change-238,268 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 235,809
Change-235,809 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 200,536
Change-200,536 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 163,009
Change-163,009 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 154,196
Change-154,196 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 145,773
Change-145,773 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 136,584
Change-136,584 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 118,330
Change-118,330 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 106,115
Change-106,115 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 104,017
Change-104,017 (-100%)
Value—
Blair William & Co
N/A
Shares— from 102,482
Change-102,482 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 94,099
Change-94,099 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 93,820
Change-93,820 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 88,615
Change-88,615 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 87,052
Change-87,052 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 82,295
Change-82,295 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 77,400
Change-77,400 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 77,366
Change-77,366 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,587
Change-75,587 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 69,778
Change-69,778 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 69,525
Change-69,525 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 64,602
Change-64,602 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 55,167
Change-55,167 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 54,797
Change-54,797 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 54,760
Change-54,760 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 53,061
Change-53,061 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 50,826
Change-50,826 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 50,022
Change-50,022 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 47,011
Change-47,011 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 46,722
Change-46,722 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 43,981
Change-43,981 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 41,159
Change-41,159 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 41,128
Change-41,128 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 38,924
Change-38,924 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 34,362
Change-34,362 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 34,020
Change-34,020 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 31,878
Change-31,878 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 29,078
Change-29,078 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 28,584
Change-28,584 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 27,439
Change-27,439 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 26,778
Change-26,778 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 26,758
Change-26,758 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 23,869
Change-23,869 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 23,713
Change-23,713 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 23,307
Change-23,307 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 23,179
Change-23,179 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 20,977
Change-20,977 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,106
Change-20,106 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 18,698
Change-18,698 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 14,259
Change-14,259 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,217
Change-13,217 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,825
Change-12,825 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 12,740
Change-12,740 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,420
Change-7,420 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,625
Change-6,625 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Sofinnova Investments, Inc.
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Quarry LP
N/A
Shares— from 122
Change-122 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,817,3851,360,391+456,994+34%$39.9M$90.4M+$50.5M2026-11-06
M&G Plc
NEW319,558—+319,558——$16.0M—2026-11-04
Bank of New York Mellon Corp
DECREASED302,658650,849-348,191-53%$19.1M$15.1M-$4.0M2026-11-05
Deutsche Bank Ag\
INCREASED209,73979,080+130,659+165%$2.3M$10.4M+$8.1M2026-11-06
Temasek Holdings (Private) Ltd
INCREASED201,610157,644+43,966+28%$4.6M$10.0M+$5.4M2026-10-28
Lisanti Capital Growth, LLC
DECREASED155,295189,675-34,380-18%$5.6M$7.7M+$2.2M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED151,821167,206-15,385-9%$4.5M$7.2M+$2.8M2026-10-13
Barclays PLC
INCREASED147,76424,811+122,953+496%$728.0K$7.4M+$6.6M2026-11-06
Brown Capital Management LLC
INCREASED101,19082,091+19,099+23%$2.4M$5.0M+$2.6M2026-10-27
Xxec, Inc.
DECREASED60,040599,194-539,154-90%$18.4M$3.0M-$15.4M2026-11-05
TFC Financial Management, Inc.
UNCHANGED55,59855,59800%$1.6M$2.8M+$1.1M2026-10-26
Citigroup Inc
DECREASED32,51593,212-60,697-65%$2.7M$1.6M-$1.1M2026-11-04
Strs Ohio
NEW26,100—+26,100——$1.3M—2026-10-30
State of New Jersey Common Pension Fund D
NEW25,062—+25,062——$1.2M—2026-11-05
Commonwealth Equity Services, LLC
NEW20,923—+20,923——$1.0M—2026-11-02
Vontobel Holding Ltd.
NEW20,500—+20,500——$1.0M—2026-10-16
Russell Investments Group, Ltd.
DECREASED19,52267,801-48,279-71%$2.0M$971.2K-$1.0M2026-11-06
Arizona State Retirement System
INCREASED18,81910,648+8,171+77%$312.4K$936.2K+$623.8K2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW18,194—+18,194——$905.2K—2026-10-16
Diversified Trust Co
DECREASED16,35024,525-8,175-33%$719.6K$813.4K+$93.9K2026-11-06
MacKenzie Financial Corp
NEW15,869—+15,869——$789.5K—2026-11-02
Thrivent Financial for Lutherans
UNCHANGED15,86015,86000%$465.0K$789.0K+$324.0K2026-11-05
Avior Wealth Management, LLC
INCREASED14,55312,530+2,023+16%$367.6K$724.0K+$356.4K2026-10-13
Staley Capital Advisers Inc
UNCHANGED14,00014,00000%$410.8K$696.5K+$285.7K2026-11-06
Amundi
INCREASED13,52112,278+1,243+10%$360.2K$672.7K+$312.4K2026-11-06
Perpetual Ltd
DECREASED12,26615,741-3,475-22%$461.8K$610.2K+$148.4K2026-10-13
Accretive Wealth Partners, LLC
UNCHANGED11,20011,20000%$328.6K$557.2K+$228.6K2026-11-06
Pictet Asset Management Holding SA
NEW11,073—+11,073——$550.9K—2026-11-03
Principal Financial Group Inc
NEW9,645—+9,645——$479.8K—2026-11-02
ProShare Advisors LLC
DECREASED9,63510,528-893-8%$308.9K$479.3K+$170.5K2026-10-29
AlpInvest Partners B.V.
DECREASED9,13136,504-27,373-75%$1.1M$454.3K-$616.8K2026-11-06
Savant Capital, LLC
NEW7,492—+7,492——$372.7K—2026-11-06
Xponance LLC
DECREASED7,3257,868-543-7%$230.8K$364.4K+$133.6K2026-11-03
Tema Etfs LLC
NEW5,923—+5,923——$294.7K—2026-10-16
Crescent Grove Advisors, LLC
NEW5,000—+5,000——$248.8K—2026-10-21
HB Wealth Management, LLC
DECREASED4,74017,690-12,950-73%$519.0K$235.8K-$283.2K2026-10-23
Capital Advisors Wealth Management, LLC
NEW4,500—+4,500——$223.9K—2026-10-09
Lanark Financial, Inc.
NEW4,354—+4,354——$216.6K—2026-10-26
Valeo Financial Advisors, LLC
NEW4,284—+4,284——$213.1K—2026-10-08
Inscription Capital, LLC
NEW4,211—+4,211——$209.5K—2026-11-02
Caitong International Asset Management Co., Ltd
INCREASED4,0617+4,054+57914%$205$202.0K+$201.8K2026-10-29
FNY Investment Advisers, LLC
INCREASED4,042130+3,912+3009%$3$201+$1982026-10-16
Pier 88 Investment Partners LLC
NEW3,500—+3,500——$174.1K—2026-11-06
Axxion S.A.
NEW3,000—+3,000——$149.3K—2026-10-22
KBC Group NV
NEW2,758—+2,758——$137.0K—2026-10-22
Sterling Capital Management LLC
INCREASED2,532282+2,250+798%$8.3K$126.0K+$117.7K2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED1,8841,88400%$55.3K$93.7K+$38.5K2026-10-20
Nykredit A/S
NEW1,799—+1,799——$89.5K—2026-11-06
Allworth Financial LP
INCREASED1,145529+616+116%$15.5K$33.6K+$18.1K2026-11-06
IFP Advisors, Inc
INCREASED80385+718+845%$2.5K$39.9K+$37.5K2026-10-16
Versant Capital Management, Inc
DECREASED6981,056-358-34%$31.0K$34.7K+$3.7K2026-10-02
Gamma Investing LLC
INCREASED641366+275+75%$10.7K$31.9K+$21.2K2026-10-08
J.Safra Asset Management Corp
INCREASED594210+384+183%$6.2K$29.6K+$23.4K2026-11-03
Larson Financial Group LLC
DECREASED278315-37-12%$9.2K$13.8K+$4.6K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED276503-227-45%$14.8K$13.7K-$1.0K2026-11-04
Fortitude Family Office, LLC
INCREASED27157+214+375%$1.7K$13.5K+$11.8K2026-10-14
Center for Financial Planning, Inc.
UNCHANGED26826800%$7.9K$13.3K+$5.5K2026-10-26
Reyes Financial Architecture, Inc.
NEW247—+247——$12.3K—2026-10-22
PNC Financial Services Group, Inc.
INCREASED23915+224+1493%$440$11.9K+$11.5K2026-11-06
Mather Group, Llc.
NEW200—+200——$10.0K—2026-10-14
Essential Partners LLC
DECREASED189400-211-53%$11.7K$9.4K-$2.3K2026-10-14
First Horizon Corp
NEW184—+184——$9.2K—2026-10-26
Farther Finance Advisors, LLC
DECREASED159172-13-8%$5.1K$7.9K+$2.8K2026-10-08
Parkside Financial Bank & Trust
NEW137—+137——$6.8K—2026-10-27
Hughes Financial Services, LLC
NEW118—+118——$7.1K—2026-10-30
Parallel Advisors, LLC
INCREASED11855+63+115%$1.6K$5.9K+$4.3K2026-11-03
Root Financial Partners, LLC
NEW107—+107——$5.3K—2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED10010000%$2.9K$5.0K+$2.0K2026-11-03
Redwood Park Advisors LLC
NEW77—+77——$3.8K—2026-11-02
Bell Investment Advisors, Inc
INCREASED5016+34+213%$470$2.5K+$2.0K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED3113+18+138%$381$1.5K+$1.2K2026-11-05
Nemes Rush Group LLC
UNCHANGED272700%$792$1.3K+$5512026-11-04
Pinnacle Wealth Planning Services, Inc.
NEW20—+20——$995—2026-10-27
Financial Consulate, Inc
NEW18—+18——$896—2026-10-23
Physician Wealth Advisors, Inc.
NEW11—+11——$548—2026-10-20
Bare Financial Services, Inc
NEW11—+11——$547—2026-11-04
Ascentis Wealth Management, LLC
NEW10—+10——$497—2026-11-03
Covestor Ltd
DECREASED1017-7-41%$1$1$02026-10-30
SJS Investment Consulting Inc.
DECREASED721-14-67%$617$349-$2682026-10-26
MassMutual Private Wealth & Trust, FSB
NEW5—+5——$249—2026-10-05
Clark Wealth Partners
NEW1—+1——$50—2026-10-19
MCF Advisors LLC
CLOSED0816-816-100%$23.9K$0-$23.9K2026-10-28
State of Wyoming
CLOSED0728-728-100%$21.4K$0-$21.4K2026-10-28
Fifth Third Bancorp
CLOSED0645-645-100%$18.9K$0-$18.9K2026-11-05
True Wealth Design, LLC
CLOSED0173-173-100%$5.1K$0-$5.1K2026-10-13
Ares Financial Consulting, LLC
CLOSED019-19-100%$557$0-$5572026-10-19
Clearstead Advisors, LLC
CLOSED01-1-100%$30$0-$302026-11-06
Bain Capital Life Sciences Investors, LLC
N/A—8,448,158-8,448,158-100%$247.9M———
Wellington Management Group LLP
N/A—7,864,226-7,864,226-100%$230.7M———
BlackRock, Inc.
N/A—5,197,747-5,197,747-100%$152.5M———
FMR LLC
N/A—4,820,944-4,820,944-100%$141.4M———
Vanguard Portfolio Management LLC
N/A—3,584,428-3,584,428-100%$105.2M———
Bamco Inc
N/A—3,225,133-3,225,133-100%$94.6M———
Vanguard Capital Management LLC
N/A—2,753,206-2,753,206-100%$80.8M———
Jupiter Topco LLC
N/A—2,419,336-2,419,336-100%$71.0M———
Invesco Ltd.
N/A—2,298,718-2,298,718-100%$67.4M———
Alliancebernstein L.P.
N/A—1,924,268-1,924,268-100%$46.8M———
Point72 Asset Management, L.P.
N/A—1,721,279-1,721,279-100%$50.5M———
Summit Partners Public Asset Management, LLC
N/A—1,694,651-1,694,651-100%$49.7M———
State Street Corp
N/A—1,465,895-1,465,895-100%$43.3M———
UBS Asset Management Americas LLC
N/A—1,465,650-1,465,650-100%$43.0M———
Nuveen, LLC
N/A—1,353,168-1,353,168-100%$39.7M———
Morgan Stanley
N/A—1,054,889-1,054,889-100%$31.0M———
UBS Group AG
N/A—975,510-975,510-100%$28.6M———
BNP Paribas Asset Management Holding S.A.
N/A—931,160-931,160-100%$27.3M———
Millennium Management LLC
N/A—922,893-922,893-100%$27.1M———
12 West Capital Management LP
N/A—902,500-902,500-100%$26.5M———
Franklin Resources Inc
N/A—817,701-817,701-100%$24.0M———
Citadel Advisors LLC
N/A—799,883-799,883-100%$23.5M———
Champlain Investment Partners, LLC
N/A—733,607-733,607-100%$21.5M———
Voya Investment Management LLC
N/A—733,183-733,183-100%$21.5M———
Next Century Growth Investors LLC
N/A—671,404-671,404-100%$19.7M———
NZS Capital, LLC
N/A—656,014-656,014-100%$19.2M———
Eventide Asset Management, LLC
N/A—636,942-636,942-100%$18.7M———
Goldman Sachs Group Inc
N/A—607,387-607,387-100%$17.8M———
Catalio Capital Management, LP
N/A—583,055-583,055-100%$17.1M———
Rock Springs Capital Management LP
N/A—573,500-573,500-100%$16.8M———
Bank of America Corp
N/A—567,030-567,030-100%$16.6M———
Fred Alger Management, LLC
N/A—539,160-539,160-100%$15.8M———
Northern Trust Corp
N/A—537,902-537,902-100%$15.8M———
BNP Paribas Financial Markets
N/A—511,523-511,523-100%$15.0M———
Massachusetts Financial Services Co
N/A—498,812-498,812-100%$14.6M———
JPMorgan Chase & Co
N/A—441,237-441,237-100%$15.5M———
Renaissance Technologies LLC
N/A—382,700-382,700-100%$11.2M———
Alyeska Investment Group, L.P.
N/A—350,000-350,000-100%$10.3M———
AQR Capital Management LLC
N/A—303,220-303,220-100%$8.9M———
Walleye Capital LLC
N/A—298,568-298,568-100%$8.8M———
Charles Schwab Investment Management Inc
N/A—297,254-297,254-100%$8.7M———
RTW Investments, LP
N/A—295,000-295,000-100%$8.7M———
Price T Rowe Associates Inc
N/A—238,268-238,268-100%$7.0M———
Vanguard Fiduciary Trust Co
N/A—235,809-235,809-100%$6.9M———
Lord, Abbett & Co. LLC
N/A—200,536-200,536-100%$5.9M———
SEI Investments Co
N/A—163,009-163,009-100%$4.8M———
Emerald Advisers, LLC
N/A—154,196-154,196-100%$4.5M———
Royal Bank of Canada
N/A—145,773-145,773-100%$4.3M———
Brevan Howard Capital Management LP
N/A—136,584-136,584-100%$4.0M———
Wells Fargo & Company
N/A—118,330-118,330-100%$3.5M———
Intrepid Family Office LLC
N/A—110,000-110,000-100%$3.2M———
Neuberger Berman Group LLC
N/A—106,115-106,115-100%$3.1M———
Ameriprise Financial Inc
N/A—104,017-104,017-100%$3.1M———
Blair William & Co
N/A—102,482-102,482-100%$3.0M———
Emerald Mutual Fund Advisers Trust
N/A—94,099-94,099-100%$2.8M———
Rhumbline Advisers
N/A—93,820-93,820-100%$2.8M———
Gilder Gagnon Howe & Co LLC
N/A—88,615-88,615-100%$2.6M———
Squarepoint Ops LLC
N/A—87,052-87,052-100%$2.6M———
New York State Common Retirement Fund
N/A—82,295-82,295-100%$2.4M———
Swiss National Bank
N/A—77,400-77,400-100%$2.3M———
Nomura Asset Management International Inc.
N/A—77,366-77,366-100%$2.3M———
Quantinno Capital Management LP
N/A—75,587-75,587-100%$2.2M———
IEQ Capital, LLC
N/A—69,778-69,778-100%$2.0M———
Legato Capital Management LLC
N/A—69,525-69,525-100%$2.0M———
Burkehill Global Management, LP
N/A—65,000-65,000-100%$1.9M———
Ensign Peak Advisors, Inc
N/A—64,602-64,602-100%$1.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—55,167-55,167-100%$1.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—54,797-54,797-100%$1.6M———
Prudential Financial Inc
N/A—54,760-54,760-100%$1.6M———
Allianz Asset Management GmbH
N/A—53,061-53,061-100%$1.6M———
XTX Topco Ltd
N/A—50,826-50,826-100%$1.5M———
Jump Financial, LLC
N/A—50,022-50,022-100%$1.5M———
Ghisallo Capital Management LLC
N/A—50,000-50,000-100%$1.5M———
MetLife Investment Management, LLC
N/A—47,011-47,011-100%$1.4M———
Balyasny Asset Management L.P.
N/A—46,722-46,722-100%$1.4M———
California State Teachers Retirement System
N/A—43,981-43,981-100%$1.3M———
Intellectus Partners, LLC
N/A—41,159-41,159-100%$1.2M———
Quantbot Technologies LP
N/A—41,128-41,128-100%$1.2M———
Manufacturers Life Insurance Company, the
N/A—38,924-38,924-100%$1.1M———
Lazard Asset Management LLC
N/A—34,362-34,362-100%$1.0M———
Legal & General Group Plc
N/A—34,020-34,020-100%$998.1K———
Bcwm, LLC
N/A—31,878-31,878-100%$935.3K———
Handelsbanken Fonder AB
N/A—31,000-31,000-100%$910———
Allstate Corp
N/A—29,078-29,078-100%$853.1K———
Aquatic Capital Management LLC
N/A—28,584-28,584-100%$838.7K———
Bank of Montreal
N/A—27,439-27,439-100%$805.1K———
Vanguard Asset Management, Ltd
N/A—27,218-27,218-100%$798.6K———
Trexquant Investment LP
N/A—26,778-26,778-100%$785.7K———
Occudo Quantitative Strategies LP
N/A—26,758-26,758-100%$785.1K———
Bridges Investment Management Inc
N/A—23,869-23,869-100%$700.3K———
Police & Firemen's Retirement System of New Jersey
N/A—23,713-23,713-100%$695.7K———
Mariner, LLC
N/A—23,307-23,307-100%$683.5K———
Voleon Capital Management LP
N/A—23,179-23,179-100%$680.1K———
Jain Global LLC
N/A—20,977-20,977-100%$615.5K———
Engineers Gate Manager LP
N/A—20,106-20,106-100%$589.9K———
Quent Capital, LLC
N/A—20,000-20,000-100%$586.8K———
Fora Capital, LLC
N/A—18,846-18,846-100%$552.8K———
Wexford Capital LP
N/A—18,698-18,698-100%$548.6K———
Twinbeech Capital LP
N/A—18,004-18,004-100%$528.2K———
Intech Investment Management LLC
N/A—16,384-16,384-100%$480.7K———
Susquehanna International Group, LLP
N/A—14,765-14,765-100%$433.2K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—14,259-14,259-100%$418.4K———
Stifel Financial Corp
N/A—13,217-13,217-100%$387.8K———
Mercer Global Advisors Inc
N/A—12,825-12,825-100%$376.3K———
Numerai GP LLC
N/A—12,740-12,740-100%$373.8K———
Mayport, LLC
N/A—12,000-12,000-100%$352.1K———
Envestnet Asset Management Inc
N/A—11,771-11,771-100%$345.4K———
Vanguard Investments Australia, Ltd.
N/A—10,783-10,783-100%$316.4K———
Brandywine Managers, LLC
N/A—10,024-10,024-100%$294.1K———
State Board of Administration of Florida Retirement System
N/A—9,931-9,931-100%$291.4K———
Focus Partners Wealth
N/A—9,792-9,792-100%$287.3K———
Entropy Technologies, LP
N/A—9,484-9,484-100%$278.3K———
Voloridge Investment Management, LLC
N/A—9,209-9,209-100%$270.2K———
KLP Kapitalforvaltning AS
N/A—8,700-8,700-100%$255.3K———
D. E. Shaw & Co., Inc.
N/A—8,681-8,681-100%$254.7K———
Cornerstone Investment Partners, LLC
N/A—8,427-8,427-100%$247.2K———
Cerity Partners LLC
N/A—8,313-8,313-100%$243.9K———
LOS Angeles Capital Management LLC
N/A—8,211-8,211-100%$240.9K———
nVerses Capital, LLC
N/A—8,021-8,021-100%$235.3K———
Donaldson Capital Management, LLC
N/A—7,991-7,991-100%$234.5K———
Blackstone Inc.
N/A—7,659-7,659-100%$224.7K———
Connable Office Inc
N/A—7,552-7,552-100%$221.6K———
SG Americas Securities, LLC
N/A—7,420-7,420-100%$218.0K———
Victory Capital Management Inc
N/A—7,348-7,348-100%$215.6K———
Ameritas Investment Partners, Inc.
N/A—7,296-7,296-100%$214.1K———
Two Sigma Investments, LP
N/A—7,126-7,126-100%$209.1K———
Arax Advisory Partners
N/A—6,625-6,625-100%$194.4K———
Vanguard Global Advisers, LLC
N/A—6,425-6,425-100%$188.5K———
Sofinnova Investments, Inc.
N/A—5,079-5,079-100%$149.0K———
RiverPark Advisors, LLC
N/A—4,774-4,774-100%$140.1K———
BFC Planning, Inc.
N/A—2,883-2,883-100%$84.6K———
Tower Research Capital LLC (TRC)
N/A—2,286-2,286-100%$67.1K———
Osaic Holdings, Inc.
N/A—1,144-1,144-100%$33.6K———
Jones Financial Companies Lllp
N/A—600-600-100%$21.4K———
Kemnay Advisory Services Inc.
N/A—534-534-100%$15.7K———
Rothschild Investment LLC
N/A—222-222-100%$6.5K———
Quarry LP
N/A—122-122-100%$3.6K———
Leo H. Evart, Inc.
N/A—100-100-100%$2.9K———
Steward Partners Investment Advisory, LLC
N/A—62-62-100%$1.8K———
Group One Trading LLC
N/A—9-9-100%$264———
Showing 227 of 227 institutions