Heritage Commerce Corp (HTBK)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

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

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Liberty Wealth Management LLC

UNCHANGED

Shares11,407 from 11,407

Change0 (0%)

Value$142.4K ($0)

Filed 2026-08-06

IFP Advisors, Inc

DECREASED

Shares764 from 781

Change-17 (-2%)

Value$10.3K (+$529)

Filed 2026-07-20

BlackRock, Inc.

CLOSED

Shares0 from 8,201,121

Change-8,201,121 (-100%)

Value$0 (-$102.3M)

Filed 2026-08-07

Dimensional Fund Advisors LP

CLOSED

Shares0 from 3,395,041

Change-3,395,041 (-100%)

Value$0 (-$42.4M)

Filed 2026-08-11

Vanguard Capital Management LLC

CLOSED

Shares0 from 2,643,749

Change-2,643,749 (-100%)

Value$0 (-$33.0M)

Filed 2026-08-13

State Street Corp

CLOSED

Shares0 from 2,419,810

Change-2,419,810 (-100%)

Value$0 (-$30.5M)

Filed 2026-09-22

Balyasny Asset Management L.P.

CLOSED

Shares0 from 1,707,998

Change-1,707,998 (-100%)

Value$0 (-$21.3M)

Filed 2026-08-14

HoldCo Asset Management, LPA

CLOSED

Shares0 from 1,623,446

Change-1,623,446 (-100%)

Value$0 (-$20.3M)

Filed 2026-08-14

First Trust Capital Management L.P.

CLOSED

Shares0 from 1,621,114

Change-1,621,114 (-100%)

Value$0 (-$20.2M)

Filed 2026-08-13

Geode Capital Management, LLC

CLOSED

Shares0 from 1,571,964

Change-1,571,964 (-100%)

Value$0 (-$19.6M)

Filed 2026-08-12

Boston Partners

CLOSED

Shares0 from 1,507,562

Change-1,507,562 (-100%)

Value$0 (-$18.9M)

Filed 2026-08-04

JPMorgan Chase & Co

CLOSED

Shares0 from 1,440,695

Change-1,440,695 (-100%)

Value$0 (-$17.7M)

Filed 2026-08-12

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 1,217,843

Change-1,217,843 (-100%)

Value$0 (-$15.2M)

Filed 2026-09-09

Citigroup Inc

CLOSED

Shares0 from 1,209,015

Change-1,209,015 (-100%)

Value$0 (-$15.1M)

Filed 2026-08-03

Goldman Sachs Group Inc

CLOSED

Shares0 from 1,109,835

Change-1,109,835 (-100%)

Value$0 (-$13.9M)

Filed 2026-08-14

American Century Companies Inc

CLOSED

Shares0 from 1,044,866

Change-1,044,866 (-100%)

Value$0 (-$13.0M)

Filed 2026-08-12

Arrowstreet Capital, Limited Partnership

CLOSED

Shares0 from 1,009,756

Change-1,009,756 (-100%)

Value$0 (-$12.6M)

Filed 2026-08-13

Kennedy Capital Management LLC

CLOSED

Shares0 from 987,547

Change-987,547 (-100%)

Value$0 (-$12.3M)

Filed 2026-08-14

Hotchkis & Wiley Capital Management LLC

CLOSED

Shares0 from 823,974

Change-823,974 (-100%)

Value$0 (-$10.3M)

Filed 2026-08-14

Millennium Management LLC

CLOSED

Shares0 from 819,240

Change-819,240 (-100%)

Value$0 (-$10.2M)

Filed 2026-08-14

Gardner Lewis Asset Management L P

CLOSED

Shares0 from 816,828

Change-816,828 (-100%)

Value$0 (-$10.2M)

Filed 2026-08-12

AQR Capital Management LLC

CLOSED

Shares0 from 728,807

Change-728,807 (-100%)

Value$0 (-$9.1M)

Filed 2026-08-14

Qube Research & Technologies Ltd

CLOSED

Shares0 from 709,312

Change-709,312 (-100%)

Value$0 (-$8.9M)

Filed 2026-08-14

AQR Arbitrage LLC

CLOSED

Shares0 from 678,382

Change-678,382 (-100%)

Value$0 (-$8.5M)

Filed 2026-08-14

SummitTX Capital, L.P.

CLOSED

Shares0 from 580,179

Change-580,179 (-100%)

Value$0 (-$7.2M)

Filed 2026-08-14

AlTi Global, Inc.

CLOSED

Shares0 from 561,671

Change-561,671 (-100%)

Value$0 (-$7.1M)

Filed 2026-08-05

Northern Trust Corp

CLOSED

Shares0 from 542,460

Change-542,460 (-100%)

Value$0 (-$6.8M)

Filed 2026-08-13

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 508,183

Change-508,183 (-100%)

Value$0 (-$6.3M)

Filed 2026-08-14

Alliancebernstein L.P.

CLOSED

Shares0 from 479,102

Change-479,102 (-100%)

Value$0 (-$5.8M)

Filed 2026-08-14

ABC Arbitrage SA

CLOSED

Shares0 from 466,416

Change-466,416 (-100%)

Value$0 (-$5.8M)

Filed 2026-07-20

Vanguard Portfolio Management LLC

CLOSED

Shares0 from 443,363

Change-443,363 (-100%)

Value$0 (-$5.5M)

Filed 2026-08-13

Morgan Stanley

CLOSED

Shares0 from 435,893

Change-435,893 (-100%)

Value$0 (-$5.4M)

Filed 2026-08-13

UBS Group AG

CLOSED

Shares0 from 423,637

Change-423,637 (-100%)

Value$0 (-$5.3M)

Filed 2026-08-13

Renaissance Technologies LLC

CLOSED

Shares0 from 390,000

Change-390,000 (-100%)

Value$0 (-$4.9M)

Filed 2026-08-13

Bank of New York Mellon Corp

CLOSED

Shares0 from 387,771

Change-387,771 (-100%)

Value$0 (-$4.8M)

Filed 2026-08-06

Prelude Capital Management, LLC

CLOSED

Shares0 from 363,251

Change-363,251 (-100%)

Value$0 (-$4.5M)

Filed 2026-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 351,822

Change-351,822 (-100%)

Value$0 (-$4.4M)

Filed 2026-08-14

Jane Street Group, LLC

CLOSED

Shares0 from 331,855

Change-331,855 (-100%)

Value$0 (-$4.1M)

Filed 2026-08-14

Two Sigma Investments, LP

CLOSED

Shares0 from 319,709

Change-319,709 (-100%)

Value$0 (-$4.0M)

Filed 2026-08-14

Allianz Asset Management GmbH

CLOSED

Shares0 from 300,100

Change-300,100 (-100%)

Value$0 (-$3.7M)

Filed 2026-09-02

Squarepoint Ops LLC

CLOSED

Shares0 from 280,224

Change-280,224 (-100%)

Value$0 (-$3.5M)

Filed 2026-08-14

Jacobs Asset Management, LLC

CLOSED

Shares0 from 262,500

Change-262,500 (-100%)

Value$0 (-$3.3M)

Filed 2026-08-14

Creative Planning

CLOSED

Shares0 from 230,942

Change-230,942 (-100%)

Value$0 (-$2.9M)

Filed 2026-08-13

Citadel Advisors LLC

CLOSED

Shares0 from 215,507

Change-215,507 (-100%)

Value$0 (-$2.7M)

Filed 2026-09-02

Bank of America Corp

CLOSED

Shares0 from 211,015

Change-211,015 (-100%)

Value$0 (-$2.6M)

Filed 2026-08-14

State of New Jersey Common Pension Fund D

CLOSED

Shares0 from 210,631

Change-210,631 (-100%)

Value$0 (-$2.6M)

Filed 2026-08-04

Glazer Capital, LLC

CLOSED

Shares0 from 193,851

Change-193,851 (-100%)

Value$0 (-$2.4K)

Filed 2026-08-17

Rosenthal | Henry Capital Advisors, Inc.

CLOSED

Shares0 from 190,055

Change-190,055 (-100%)

Value$0 (-$2.4M)

Filed 2026-07-28

Cerity Partners LLC

CLOSED

Shares0 from 172,684

Change-172,684 (-100%)

Value$0 (-$2.2M)

Filed 2026-08-14

Nuveen, LLC

CLOSED

Shares0 from 171,719

Change-171,719 (-100%)

Value$0 (-$2.1M)

Filed 2026-08-11

Ameriprise Financial Inc

CLOSED

Shares0 from 150,782

Change-150,782 (-100%)

Value$0 (-$1.9M)

Filed 2026-08-14

Barclays PLC

CLOSED

Shares0 from 141,613

Change-141,613 (-100%)

Value$0 (-$1.8M)

Filed 2026-08-14

Principal Financial Group Inc

CLOSED

Shares0 from 128,044

Change-128,044 (-100%)

Value$0 (-$1.6M)

Filed 2026-08-04

FMR LLC

CLOSED

Shares0 from 126,882

Change-126,882 (-100%)

Value$0 (-$1.6M)

Filed 2026-08-13

Invesco Ltd.

CLOSED

Shares0 from 120,614

Change-120,614 (-100%)

Value$0 (-$1.5M)

Filed 2026-08-14

Bridgeway Capital Management, LLC

CLOSED

Shares0 from 118,810

Change-118,810 (-100%)

Value$0 (-$1.5M)

Filed 2026-08-14

Empowered Funds, LLC

CLOSED

Shares0 from 118,810

Change-118,810 (-100%)

Value$0 (-$1.5M)

Filed 2026-08-17

Royal Bank of Canada

CLOSED

Shares0 from 115,742

Change-115,742 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-14

Swiss National Bank

CLOSED

Shares0 from 113,700

Change-113,700 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-11

Versor Investments LP

CLOSED

Shares0 from 112,987

Change-112,987 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-07

New York Life Investment Management LLC

CLOSED

Shares0 from 110,363

Change-110,363 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-10

Deutsche Bank Ag\

CLOSED

Shares0 from 108,624

Change-108,624 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-07

SEI Investments Co

CLOSED

Shares0 from 104,973

Change-104,973 (-100%)

Value$0 (-$1.3M)

Filed 2026-08-14

Franklin Resources Inc

CLOSED

Shares0 from 102,123

Change-102,123 (-100%)

Value$0 (-$1.3M)

Filed 2026-08-13

Raymond James Financial Inc

CLOSED

Shares0 from 96,775

Change-96,775 (-100%)

Value$0 (-$1.2M)

Filed 2026-08-14

Robertson Stephens Wealth Management, LLC

CLOSED

Shares0 from 92,556

Change-92,556 (-100%)

Value$0 (-$1.2M)

Filed 2026-07-29

UBS Asset Management Americas LLC

CLOSED

Shares0 from 85,228

Change-85,228 (-100%)

Value$0 (-$1.1M)

Filed 2026-08-13

IEQ Capital, LLC

CLOSED

Shares0 from 84,642

Change-84,642 (-100%)

Value$0 (-$1.1M)

Filed 2026-08-11

Lido Advisors, LLC

CLOSED

Shares0 from 78,895

Change-78,895 (-100%)

Value$0 (-$994.9K)

Filed 2026-08-07

Victory Capital Management Inc

CLOSED

Shares0 from 78,000

Change-78,000 (-100%)

Value$0 (-$973.4K)

Filed 2026-08-07

Banc Funds Co LLC

CLOSED

Shares0 from 75,139

Change-75,139 (-100%)

Value$0 (-$937.7K)

Filed 2026-08-13

Rhumbline Advisers

CLOSED

Shares0 from 73,649

Change-73,649 (-100%)

Value$0 (-$919.1K)

Filed 2026-08-12

Quantinno Capital Management LP

CLOSED

Shares0 from 72,857

Change-72,857 (-100%)

Value$0 (-$909.3K)

Filed 2026-08-13

Stifel Financial Corp

CLOSED

Shares0 from 72,541

Change-72,541 (-100%)

Value$0 (-$905.3K)

Filed 2026-08-12

Rafferty Asset Management, LLC

CLOSED

Shares0 from 72,037

Change-72,037 (-100%)

Value$0 (-$899.0K)

Filed 2026-08-14

Algert Global LLC

CLOSED

Shares0 from 70,009

Change-70,009 (-100%)

Value$0 (-$873.7K)

Filed 2026-08-13

SG Americas Securities, LLC

CLOSED

Shares0 from 69,624

Change-69,624 (-100%)

Value$0 (-$869)

Filed 2026-08-07

First Manhattan Co. Llc.

CLOSED

Shares0 from 68,645

Change-68,645 (-100%)

Value$0 (-$865.6K)

Filed 2026-08-14

Legal & General Group Plc

CLOSED

Shares0 from 66,679

Change-66,679 (-100%)

Value$0 (-$832.2K)

Filed 2026-08-14

Zurcher Kantonalbank (Zurich Cantonalbank)

CLOSED

Shares0 from 65,026

Change-65,026 (-100%)

Value$0 (-$811.5K)

Filed 2026-08-12

Assenagon Asset Management S.A.

CLOSED

Shares0 from 61,453

Change-61,453 (-100%)

Value$0 (-$766.9K)

Filed 2026-08-21

Alps Advisors Inc

CLOSED

Shares0 from 61,298

Change-61,298 (-100%)

Value$0 (-$765.0K)

Filed 2026-07-29

Mariner, LLC

CLOSED

Shares0 from 61,118

Change-61,118 (-100%)

Value$0 (-$762.7K)

Filed 2026-08-13

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 60,055

Change-60,055 (-100%)

Value$0 (-$749.5K)

Filed 2026-07-14

Susquehanna Portfolio Strategies, LLC

CLOSED

Shares0 from 55,373

Change-55,373 (-100%)

Value$0 (-$691.1K)

Filed 2026-08-14

California State Teachers Retirement System

CLOSED

Shares0 from 53,419

Change-53,419 (-100%)

Value$0 (-$666.7K)

Filed 2026-08-24

CSS LLC

CLOSED

Shares0 from 52,365

Change-52,365 (-100%)

Value$0 (-$653.5K)

Filed 2026-08-14

Quantbot Technologies LP

CLOSED

Shares0 from 52,163

Change-52,163 (-100%)

Value$0 (-$651.0K)

Filed 2026-08-12

Oxford Asset Management LLP

CLOSED

Shares0 from 51,262

Change-51,262 (-100%)

Value$0 (-$639.8K)

Filed 2026-08-14

Whittier Trust Co of Nevada Inc

CLOSED

Shares0 from 48,591

Change-48,591 (-100%)

Value$0 (-$622.0K)

Filed 2026-07-28

Transmarket Holdings LP

CLOSED

Shares0 from 47,152

Change-47,152 (-100%)

Value$0 (-$588.5K)

Filed 2026-07-21

Odyssean, LLC

CLOSED

Shares0 from 46,275

Change-46,275 (-100%)

Value$0 (-$577.5K)

Filed 2026-08-14

Abacus Wealth Partners, LLC

CLOSED

Shares0 from 45,835

Change-45,835 (-100%)

Value$0 (-$572.0K)

Filed 2026-07-22

Price T Rowe Associates Inc

CLOSED

Shares0 from 45,771

Change-45,771 (-100%)

Value$0 (-$572)

Filed 2026-08-14

Strs Ohio

CLOSED

Shares0 from 42,200

Change-42,200 (-100%)

Value$0 (-$526.7K)

Filed 2026-07-30

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 42,080

Change-42,080 (-100%)

Value$0 (-$525.2K)

Filed 2026-07-08

Universal- Beteiligungs- und Servicegesellschaft mbH

CLOSED

Shares0 from 38,023

Change-38,023 (-100%)

Value$0 (-$474.5K)

Filed 2026-08-06

Water Island Capital LLC

CLOSED

Shares0 from 37,992

Change-37,992 (-100%)

Value$0 (-$474.1K)

Filed 2026-08-14

Cornerstone Capital, Inc.

CLOSED

Shares0 from 37,500

Change-37,500 (-100%)

Value$0 (-$468.0K)

Filed 2026-08-03

Bleakley Financial Group, LLC

CLOSED

Shares0 from 36,522

Change-36,522 (-100%)

Value$0 (-$455.8K)

Filed 2026-08-05

Mercer Global Advisors Inc

CLOSED

Shares0 from 36,263

Change-36,263 (-100%)

Value$0 (-$452.6K)

Filed 2026-08-19

Beacon Pointe Advisors, LLC

CLOSED

Shares0 from 33,753

Change-33,753 (-100%)

Value$0 (-$421.2K)

Filed 2026-08-18

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 33,370

Change-33,370 (-100%)

Value$0 (-$269.3K)

Filed 2026-07-15

Wells Fargo & Company

CLOSED

Shares0 from 31,929

Change-31,929 (-100%)

Value$0 (-$398.5K)

Filed 2026-08-14

Amundi

CLOSED

Shares0 from 31,842

Change-31,842 (-100%)

Value$0 (-$397.4K)

Filed 2026-08-26

Credit Industriel ET Commercial

CLOSED

Shares0 from 29,617

Change-29,617 (-100%)

Value$0 (-$369.6K)

Filed 2026-07-24

Evergreen Capital Management LLC

CLOSED

Shares0 from 29,399

Change-29,399 (-100%)

Value$0 (-$370.6K)

Filed 2026-07-23

MetLife Investment Management, LLC

CLOSED

Shares0 from 29,398

Change-29,398 (-100%)

Value$0 (-$366.9K)

Filed 2026-08-14

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 28,109

Change-28,109 (-100%)

Value$0 (-$350.8K)

Filed 2026-08-14

Focus Partners Wealth

CLOSED

Shares0 from 25,144

Change-25,144 (-100%)

Value$0 (-$313.8K)

Filed 2026-08-12

Destination Wealth Management

CLOSED

Shares0 from 24,700

Change-24,700 (-100%)

Value$0 (-$308.3K)

Filed 2026-08-14

Quadrant Capital Group LLC

CLOSED

Shares0 from 23,695

Change-23,695 (-100%)

Value$0 (-$295.7K)

Filed 2026-08-14

Orion Porfolio Solutions, LLC

CLOSED

Shares0 from 22,051

Change-22,051 (-100%)

Value$0 (-$275.2K)

Filed 2026-08-14

DRW Securities, LLC

CLOSED

Shares0 from 21,748

Change-21,748 (-100%)

Value$0 (-$271.4K)

Filed 2026-08-14

XTX Topco Ltd

CLOSED

Shares0 from 20,461

Change-20,461 (-100%)

Value$0 (-$255.4K)

Filed 2026-08-14

BNP Paribas Financial Markets

CLOSED

Shares0 from 19,435

Change-19,435 (-100%)

Value$0 (-$242.5K)

Filed 2026-08-13

Murchinson Ltd.

CLOSED

Shares0 from 18,600

Change-18,600 (-100%)

Value$0 (-$232.1K)

Filed 2026-08-14

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 17,509

Change-17,509 (-100%)

Value$0 (-$218.5K)

Filed 2026-07-23

State Board of Administration of Florida Retirement System

CLOSED

Shares0 from 16,910

Change-16,910 (-100%)

Value$0 (-$211.0K)

Filed 2026-08-10

Intech Investment Management LLC

CLOSED

Shares0 from 16,341

Change-16,341 (-100%)

Value$0 (-$203.9K)

Filed 2026-08-10

Arizona State Retirement System

CLOSED

Shares0 from 15,960

Change-15,960 (-100%)

Value$0 (-$199.2K)

Filed 2026-08-07

New York State Common Retirement Fund

CLOSED

Shares0 from 15,886

Change-15,886 (-100%)

Value$0 (-$198.3K)

Filed 2026-07-29

Focus Partners Advisor Solutions, LLC

CLOSED

Shares0 from 15,650

Change-15,650 (-100%)

Value$0 (-$195.3K)

Filed 2026-08-06

Savant Capital, LLC

CLOSED

Shares0 from 15,531

Change-15,531 (-100%)

Value$0 (-$193.8K)

Filed 2026-08-10

Caprock Group, LLC

CLOSED

Shares0 from 14,812

Change-14,812 (-100%)

Value$0 (-$186.9K)

Filed 2026-07-27

Eurizon Capital SGR S.p.A.

CLOSED

Shares0 from 14,665

Change-14,665 (-100%)

Value$0 (-$180.7K)

Filed 2026-07-29

Chicago Capital Management, LLC

CLOSED

Shares0 from 14,014

Change-14,014 (-100%)

Value$0 (-$131.9K)

Filed 2026-07-22

Susquehanna Fundamental Investments, LLC

CLOSED

Shares0 from 13,822

Change-13,822 (-100%)

Value$0 (-$172.5K)

Filed 2026-08-14

Merit Financial Group, LLC

CLOSED

Shares0 from 13,736

Change-13,736 (-100%)

Value$0 (-$171.4K)

Filed 2026-07-20

Entropy Technologies, LP

CLOSED

Shares0 from 12,856

Change-12,856 (-100%)

Value$0 (-$160.4K)

Filed 2026-08-13

Captrust Financial Advisors

CLOSED

Shares0 from 12,600

Change-12,600 (-100%)

Value$0 (-$157.2K)

Filed 2026-08-13

Holcombe Financial, Inc.

CLOSED

Shares0 from 12,595

Change-12,595 (-100%)

Value$0 (-$157.2K)

Filed 2026-07-13

Canada Life Assurance Co

CLOSED

Shares0 from 12,394

Change-12,394 (-100%)

Value$0 (-$155)

Filed 2026-08-13

Public Employees Retirement Association of Colorado

CLOSED

Shares0 from 12,353

Change-12,353 (-100%)

Value$0 (-$154)

Filed 2026-08-11

NorthCrest Asset Manangement, LLC

CLOSED

Shares0 from 12,216

Change-12,216 (-100%)

Value$0 (-$155.5K)

Filed 2026-07-15

Connor, Clark & Lunn Investment Management Ltd.

CLOSED

Shares0 from 11,647

Change-11,647 (-100%)

Value$0 (-$145.4K)

Filed 2026-08-13

Voya Investment Management LLC

CLOSED

Shares0 from 11,405

Change-11,405 (-100%)

Value$0 (-$142.3K)

Filed 2026-08-12

Guggenheim Capital LLC

CLOSED

Shares0 from 10,111

Change-10,111 (-100%)

Value$0 (-$126.2K)

Filed 2026-08-12

Brevan Howard Capital Management LP

CLOSED

Shares0 from 10,059

Change-10,059 (-100%)

Value$0 (-$125.5K)

Filed 2026-08-14

One Wealth Advisors, LLC

CLOSED

Shares0 from 10,045

Change-10,045 (-100%)

Value$0 (-$125.4K)

Filed 2026-08-06

Russell Investments Group, Ltd.

CLOSED

Shares0 from 9,574

Change-9,574 (-100%)

Value$0 (-$119.5K)

Filed 2026-08-06

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 7,502

Change-7,502 (-100%)

Value$0 (-$94.6K)

Filed 2026-08-10

Larson Financial Group LLC

CLOSED

Shares0 from 7,061

Change-7,061 (-100%)

Value$0 (-$88.1K)

Filed 2026-08-14

Parallel Advisors, LLC

CLOSED

Shares0 from 6,941

Change-6,941 (-100%)

Value$0 (-$86.6K)

Filed 2026-08-05

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 6,391

Change-6,391 (-100%)

Value$0 (-$79.8K)

Filed 2026-07-24

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 5,240

Change-5,240 (-100%)

Value$0 (-$65.4K)

Filed 2026-08-11

Signaturefd, LLC

CLOSED

Shares0 from 5,152

Change-5,152 (-100%)

Value$0 (-$64.3K)

Filed 2026-07-24

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 5,060

Change-5,060 (-100%)

Value$0 (-$63.1K)

Filed 2026-08-13

Parkside Financial Bank & Trust

CLOSED

Shares0 from 5,009

Change-5,009 (-100%)

Value$0 (-$62.5K)

Filed 2026-09-04

PFS Partners, LLC

CLOSED

Shares0 from 4,823

Change-4,823 (-100%)

Value$0 (-$60.2K)

Filed 2026-07-20

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 4,739

Change-4,739 (-100%)

Value$0 (-$59.1K)

Filed 2026-08-07

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 4,520

Change-4,520 (-100%)

Value$0 (-$56.4K)

Filed 2026-08-13

Gamma Investing LLC

CLOSED

Shares0 from 4,156

Change-4,156 (-100%)

Value$0 (-$51.9K)

Filed 2026-07-07

US Bancorp \de\

CLOSED

Shares0 from 3,810

Change-3,810 (-100%)

Value$0 (-$47.5K)

Filed 2026-08-12

Allworth Financial LP

CLOSED

Shares0 from 2,991

Change-2,991 (-100%)

Value$0 (-$37.3K)

Filed 2026-08-11

Essential Partners LLC

CLOSED

Shares0 from 2,801

Change-2,801 (-100%)

Value$0 (-$35.0K)

Filed 2026-08-10

Osaic Holdings, Inc.

CLOSED

Shares0 from 2,629

Change-2,629 (-100%)

Value$0 (-$32.8K)

Filed 2026-08-14

State of Alaska, Department of Revenue

CLOSED

Shares0 from 2,429

Change-2,429 (-100%)

Value$0 (-$30)

Filed 2026-07-20

Smartleaf Asset Management LLC

CLOSED

Shares0 from 2,062

Change-2,062 (-100%)

Value$0 (-$25.3K)

Filed 2026-08-12

BNP Paribas Asset Management Holding S.A.

CLOSED

Shares0 from 2,053

Change-2,053 (-100%)

Value$0 (-$25.6K)

Filed 2026-08-13

Sterling Capital Management LLC

CLOSED

Shares0 from 1,986

Change-1,986 (-100%)

Value$0 (-$24.8K)

Filed 2026-07-28

Group One Trading LLC

CLOSED

Shares0 from 1,055

Change-1,055 (-100%)

Value$0 (-$13.2K)

Filed 2026-08-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 1,027

Change-1,027 (-100%)

Value$0 (-$13.0K)

Filed 2026-07-17

Pinnacle Wealth Planning Services, Inc.

CLOSED

Shares0 from 806

Change-806 (-100%)

Value$0 (-$10.1K)

Filed 2026-08-07

Rothschild Investment LLC

CLOSED

Shares0 from 556

Change-556 (-100%)

Value$0 (-$6.9K)

Filed 2026-08-06

Fifth Third Bancorp

CLOSED

Shares0 from 434

Change-434 (-100%)

Value$0 (-$5.4K)

Filed 2026-08-05

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 421

Change-421 (-100%)

Value$0 (-$5.3K)

Filed 2026-07-02

Huntington National Bank

CLOSED

Shares0 from 396

Change-396 (-100%)

Value$0 (-$4.9K)

Filed 2026-08-13

MAI Capital Management

CLOSED

Shares0 from 370

Change-370 (-100%)

Value$0 (-$4.6K)

Filed 2026-08-14

Root Financial Partners, LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$3.1K)

Filed 2026-07-29

True Wealth Design, LLC

CLOSED

Shares0 from 242

Change-242 (-100%)

Value$0 (-$3.0K)

Filed 2026-07-16

Optiver Holding B.V.

CLOSED

Shares0 from 238

Change-238 (-100%)

Value$0 (-$3.0K)

Filed 2026-08-12

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 209

Change-209 (-100%)

Value$0 (-$2.6K)

Filed 2026-07-20

Arax Advisory Partners

CLOSED

Shares0 from 198

Change-198 (-100%)

Value$0 (-$2.5K)

Filed 2026-08-10

JPL Wealth Management, LLC

CLOSED

Shares0 from 191

Change-191 (-100%)

Value$0 (-$2.4K)

Filed 2026-08-14

Versant Capital Management, Inc

CLOSED

Shares0 from 190

Change-190 (-100%)

Value$0 (-$2.4K)

Filed 2026-07-02

Basecamp Wealth Advisors LLC

CLOSED

Shares0 from 102

Change-102 (-100%)

Value$0 (-$1.3K)

Filed 2026-08-14

Stone House Investment Management, LLC

CLOSED

Shares0 from 74

Change-74 (-100%)

Value$0 (-$924)

Filed 2026-08-05

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$699)

Filed 2026-08-05

Bruce G. Allen Investments, LLC

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$649)

Filed 2026-07-31

SBI Securities Co., Ltd.

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$599)

Filed 2026-07-23

Financial Consulate, Inc

CLOSED

Shares0 from 46

Change-46 (-100%)

Value$0 (-$575)

Filed 2026-07-23

SJS Investment Consulting Inc.

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$500)

Filed 2026-07-22

Twin Peaks Wealth Advisors, LLC

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$287)

Filed 2026-08-13

Covestor Ltd

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 ($0)

Filed 2026-08-07

Bessemer Group Inc

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2026-08-12

Hughes Financial Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$12)

Filed 2026-07-20

Freestone Grove Partners LP

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$12)

Filed 2026-08-14

CWM, LLC

N/A

Shares— from 53,876

Change-53,876 (-100%)

Value—

Henderson Group PLC

N/A

Shares— from 27,118

Change-27,118 (-100%)

Value—

Sunbelt Securities, Inc.

N/A

Shares— from 14

Change-14 (-100%)

Value—

Vanguard Group Inc

N/A

Shares— from 0

Change0

Value—

	Status
Liberty Wealth Management LLC	UNCHANGED	11,407	11,407	0	0%	$142.4K	$142.4K	$0	2026-08-06
IFP Advisors, Inc	DECREASED	764	781	-17	-2%	$9.7K	$10.3K	+$529	2026-07-20
BlackRock, Inc.	CLOSED	0	8,201,121	-8,201,121	-100%	$102.3M	$0	-$102.3M	2026-08-07
Dimensional Fund Advisors LP	CLOSED	0	3,395,041	-3,395,041	-100%	$42.4M	$0	-$42.4M	2026-08-11
Vanguard Capital Management LLC	CLOSED	0	2,643,749	-2,643,749	-100%	$33.0M	$0	-$33.0M	2026-08-13
State Street Corp	CLOSED	0	2,419,810	-2,419,810	-100%	$30.5M	$0	-$30.5M	2026-09-22
Balyasny Asset Management L.P.	CLOSED	0	1,707,998	-1,707,998	-100%	$21.3M	$0	-$21.3M	2026-08-14
HoldCo Asset Management, LPA	CLOSED	0	1,623,446	-1,623,446	-100%	$20.3M	$0	-$20.3M	2026-08-14
First Trust Capital Management L.P.	CLOSED	0	1,621,114	-1,621,114	-100%	$20.2M	$0	-$20.2M	2026-08-13
Geode Capital Management, LLC	CLOSED	0	1,571,964	-1,571,964	-100%	$19.6M	$0	-$19.6M	2026-08-12
Boston Partners	CLOSED	0	1,507,562	-1,507,562	-100%	$18.9M	$0	-$18.9M	2026-08-04
JPMorgan Chase & Co	CLOSED	0	1,440,695	-1,440,695	-100%	$17.7M	$0	-$17.7M	2026-08-12
Manufacturers Life Insurance Company, the	CLOSED	0	1,217,843	-1,217,843	-100%	$15.2M	$0	-$15.2M	2026-09-09
Citigroup Inc	CLOSED	0	1,209,015	-1,209,015	-100%	$15.1M	$0	-$15.1M	2026-08-03
Goldman Sachs Group Inc	CLOSED	0	1,109,835	-1,109,835	-100%	$13.9M	$0	-$13.9M	2026-08-14
American Century Companies Inc	CLOSED	0	1,044,866	-1,044,866	-100%	$13.0M	$0	-$13.0M	2026-08-12
Arrowstreet Capital, Limited Partnership	CLOSED	0	1,009,756	-1,009,756	-100%	$12.6M	$0	-$12.6M	2026-08-13
Kennedy Capital Management LLC	CLOSED	0	987,547	-987,547	-100%	$12.3M	$0	-$12.3M	2026-08-14
Hotchkis & Wiley Capital Management LLC	CLOSED	0	823,974	-823,974	-100%	$10.3M	$0	-$10.3M	2026-08-14
Millennium Management LLC	CLOSED	0	819,240	-819,240	-100%	$10.2M	$0	-$10.2M	2026-08-14
Gardner Lewis Asset Management L P	CLOSED	0	816,828	-816,828	-100%	$10.2M	$0	-$10.2M	2026-08-12
AQR Capital Management LLC	CLOSED	0	728,807	-728,807	-100%	$9.1M	$0	-$9.1M	2026-08-14
Qube Research & Technologies Ltd	CLOSED	0	709,312	-709,312	-100%	$8.9M	$0	-$8.9M	2026-08-14
AQR Arbitrage LLC	CLOSED	0	678,382	-678,382	-100%	$8.5M	$0	-$8.5M	2026-08-14
SummitTX Capital, L.P.	CLOSED	0	580,179	-580,179	-100%	$7.2M	$0	-$7.2M	2026-08-14
AlTi Global, Inc.	CLOSED	0	561,671	-561,671	-100%	$7.1M	$0	-$7.1M	2026-08-05
Northern Trust Corp	CLOSED	0	542,460	-542,460	-100%	$6.8M	$0	-$6.8M	2026-08-13
Charles Schwab Investment Management Inc	CLOSED	0	508,183	-508,183	-100%	$6.3M	$0	-$6.3M	2026-08-14
Alliancebernstein L.P.	CLOSED	0	479,102	-479,102	-100%	$5.8M	$0	-$5.8M	2026-08-14
ABC Arbitrage SA	CLOSED	0	466,416	-466,416	-100%	$5.8M	$0	-$5.8M	2026-07-20
Vanguard Portfolio Management LLC	CLOSED	0	443,363	-443,363	-100%	$5.5M	$0	-$5.5M	2026-08-13
Morgan Stanley	CLOSED	0	435,893	-435,893	-100%	$5.4M	$0	-$5.4M	2026-08-13
UBS Group AG	CLOSED	0	423,637	-423,637	-100%	$5.3M	$0	-$5.3M	2026-08-13
Renaissance Technologies LLC	CLOSED	0	390,000	-390,000	-100%	$4.9M	$0	-$4.9M	2026-08-13
Bank of New York Mellon Corp	CLOSED	0	387,771	-387,771	-100%	$4.8M	$0	-$4.8M	2026-08-06
Prelude Capital Management, LLC	CLOSED	0	363,251	-363,251	-100%	$4.5M	$0	-$4.5M	2026-08-14
Susquehanna International Group, LLP	CLOSED	0	351,822	-351,822	-100%	$4.4M	$0	-$4.4M	2026-08-14
Jane Street Group, LLC	CLOSED	0	331,855	-331,855	-100%	$4.1M	$0	-$4.1M	2026-08-14
Two Sigma Investments, LP	CLOSED	0	319,709	-319,709	-100%	$4.0M	$0	-$4.0M	2026-08-14
Allianz Asset Management GmbH	CLOSED	0	300,100	-300,100	-100%	$3.7M	$0	-$3.7M	2026-09-02
Squarepoint Ops LLC	CLOSED	0	280,224	-280,224	-100%	$3.5M	$0	-$3.5M	2026-08-14
Jacobs Asset Management, LLC	CLOSED	0	262,500	-262,500	-100%	$3.3M	$0	-$3.3M	2026-08-14
Creative Planning	CLOSED	0	230,942	-230,942	-100%	$2.9M	$0	-$2.9M	2026-08-13
Citadel Advisors LLC	CLOSED	0	215,507	-215,507	-100%	$2.7M	$0	-$2.7M	2026-09-02
Bank of America Corp	CLOSED	0	211,015	-211,015	-100%	$2.6M	$0	-$2.6M	2026-08-14
State of New Jersey Common Pension Fund D	CLOSED	0	210,631	-210,631	-100%	$2.6M	$0	-$2.6M	2026-08-04
Glazer Capital, LLC	CLOSED	0	193,851	-193,851	-100%	$2.4K	$0	-$2.4K	2026-08-17
Rosenthal \| Henry Capital Advisors, Inc.	CLOSED	0	190,055	-190,055	-100%	$2.4M	$0	-$2.4M	2026-07-28
Cerity Partners LLC	CLOSED	0	172,684	-172,684	-100%	$2.2M	$0	-$2.2M	2026-08-14
Nuveen, LLC	CLOSED	0	171,719	-171,719	-100%	$2.1M	$0	-$2.1M	2026-08-11
Ameriprise Financial Inc	CLOSED	0	150,782	-150,782	-100%	$1.9M	$0	-$1.9M	2026-08-14
Barclays PLC	CLOSED	0	141,613	-141,613	-100%	$1.8M	$0	-$1.8M	2026-08-14
Principal Financial Group Inc	CLOSED	0	128,044	-128,044	-100%	$1.6M	$0	-$1.6M	2026-08-04
FMR LLC	CLOSED	0	126,882	-126,882	-100%	$1.6M	$0	-$1.6M	2026-08-13
Invesco Ltd.	CLOSED	0	120,614	-120,614	-100%	$1.5M	$0	-$1.5M	2026-08-14
Bridgeway Capital Management, LLC	CLOSED	0	118,810	-118,810	-100%	$1.5M	$0	-$1.5M	2026-08-14
Empowered Funds, LLC	CLOSED	0	118,810	-118,810	-100%	$1.5M	$0	-$1.5M	2026-08-17
Royal Bank of Canada	CLOSED	0	115,742	-115,742	-100%	$1.4M	$0	-$1.4M	2026-08-14
Swiss National Bank	CLOSED	0	113,700	-113,700	-100%	$1.4M	$0	-$1.4M	2026-08-11
Versor Investments LP	CLOSED	0	112,987	-112,987	-100%	$1.4M	$0	-$1.4M	2026-08-07
New York Life Investment Management LLC	CLOSED	0	110,363	-110,363	-100%	$1.4M	$0	-$1.4M	2026-08-10
Deutsche Bank Ag\	CLOSED	0	108,624	-108,624	-100%	$1.4M	$0	-$1.4M	2026-08-07
SEI Investments Co	CLOSED	0	104,973	-104,973	-100%	$1.3M	$0	-$1.3M	2026-08-14
Franklin Resources Inc	CLOSED	0	102,123	-102,123	-100%	$1.3M	$0	-$1.3M	2026-08-13
Raymond James Financial Inc	CLOSED	0	96,775	-96,775	-100%	$1.2M	$0	-$1.2M	2026-08-14
Robertson Stephens Wealth Management, LLC	CLOSED	0	92,556	-92,556	-100%	$1.2M	$0	-$1.2M	2026-07-29
UBS Asset Management Americas LLC	CLOSED	0	85,228	-85,228	-100%	$1.1M	$0	-$1.1M	2026-08-13
IEQ Capital, LLC	CLOSED	0	84,642	-84,642	-100%	$1.1M	$0	-$1.1M	2026-08-11
Lido Advisors, LLC	CLOSED	0	78,895	-78,895	-100%	$994.9K	$0	-$994.9K	2026-08-07
Victory Capital Management Inc	CLOSED	0	78,000	-78,000	-100%	$973.4K	$0	-$973.4K	2026-08-07
Banc Funds Co LLC	CLOSED	0	75,139	-75,139	-100%	$937.7K	$0	-$937.7K	2026-08-13
Rhumbline Advisers	CLOSED	0	73,649	-73,649	-100%	$919.1K	$0	-$919.1K	2026-08-12
Quantinno Capital Management LP	CLOSED	0	72,857	-72,857	-100%	$909.3K	$0	-$909.3K	2026-08-13
Stifel Financial Corp	CLOSED	0	72,541	-72,541	-100%	$905.3K	$0	-$905.3K	2026-08-12
Rafferty Asset Management, LLC	CLOSED	0	72,037	-72,037	-100%	$899.0K	$0	-$899.0K	2026-08-14
Algert Global LLC	CLOSED	0	70,009	-70,009	-100%	$873.7K	$0	-$873.7K	2026-08-13
SG Americas Securities, LLC	CLOSED	0	69,624	-69,624	-100%	$869	$0	-$869	2026-08-07
First Manhattan Co. Llc.	CLOSED	0	68,645	-68,645	-100%	$865.6K	$0	-$865.6K	2026-08-14
Legal & General Group Plc	CLOSED	0	66,679	-66,679	-100%	$832.2K	$0	-$832.2K	2026-08-14
Zurcher Kantonalbank (Zurich Cantonalbank)	CLOSED	0	65,026	-65,026	-100%	$811.5K	$0	-$811.5K	2026-08-12
Assenagon Asset Management S.A.	CLOSED	0	61,453	-61,453	-100%	$766.9K	$0	-$766.9K	2026-08-21
Alps Advisors Inc	CLOSED	0	61,298	-61,298	-100%	$765.0K	$0	-$765.0K	2026-07-29
Mariner, LLC	CLOSED	0	61,118	-61,118	-100%	$762.7K	$0	-$762.7K	2026-08-13
Y-Intercept (Hong Kong) Ltd	CLOSED	0	60,055	-60,055	-100%	$749.5K	$0	-$749.5K	2026-07-14
Susquehanna Portfolio Strategies, LLC	CLOSED	0	55,373	-55,373	-100%	$691.1K	$0	-$691.1K	2026-08-14
California State Teachers Retirement System	CLOSED	0	53,419	-53,419	-100%	$666.7K	$0	-$666.7K	2026-08-24
CSS LLC	CLOSED	0	52,365	-52,365	-100%	$653.5K	$0	-$653.5K	2026-08-14
Quantbot Technologies LP	CLOSED	0	52,163	-52,163	-100%	$651.0K	$0	-$651.0K	2026-08-12
Oxford Asset Management LLP	CLOSED	0	51,262	-51,262	-100%	$639.8K	$0	-$639.8K	2026-08-14
Whittier Trust Co of Nevada Inc	CLOSED	0	48,591	-48,591	-100%	$622.0K	$0	-$622.0K	2026-07-28
Transmarket Holdings LP	CLOSED	0	47,152	-47,152	-100%	$588.5K	$0	-$588.5K	2026-07-21
Odyssean, LLC	CLOSED	0	46,275	-46,275	-100%	$577.5K	$0	-$577.5K	2026-08-14
Abacus Wealth Partners, LLC	CLOSED	0	45,835	-45,835	-100%	$572.0K	$0	-$572.0K	2026-07-22
Price T Rowe Associates Inc	CLOSED	0	45,771	-45,771	-100%	$572	$0	-$572	2026-08-14
Strs Ohio	CLOSED	0	42,200	-42,200	-100%	$526.7K	$0	-$526.7K	2026-07-30
Hennion & Walsh Asset Management, Inc.	CLOSED	0	42,080	-42,080	-100%	$525.2K	$0	-$525.2K	2026-07-08
Universal- Beteiligungs- und Servicegesellschaft mbH	CLOSED	0	38,023	-38,023	-100%	$474.5K	$0	-$474.5K	2026-08-06
Water Island Capital LLC	CLOSED	0	37,992	-37,992	-100%	$474.1K	$0	-$474.1K	2026-08-14
Cornerstone Capital, Inc.	CLOSED	0	37,500	-37,500	-100%	$468.0K	$0	-$468.0K	2026-08-03
Bleakley Financial Group, LLC	CLOSED	0	36,522	-36,522	-100%	$455.8K	$0	-$455.8K	2026-08-05
Mercer Global Advisors Inc	CLOSED	0	36,263	-36,263	-100%	$452.6K	$0	-$452.6K	2026-08-19
Beacon Pointe Advisors, LLC	CLOSED	0	33,753	-33,753	-100%	$421.2K	$0	-$421.2K	2026-08-18
Wealth Enhancement Advisory Services, LLC	CLOSED	0	33,370	-33,370	-100%	$269.3K	$0	-$269.3K	2026-07-15
Wells Fargo & Company	CLOSED	0	31,929	-31,929	-100%	$398.5K	$0	-$398.5K	2026-08-14
Amundi	CLOSED	0	31,842	-31,842	-100%	$397.4K	$0	-$397.4K	2026-08-26
Credit Industriel ET Commercial	CLOSED	0	29,617	-29,617	-100%	$369.6K	$0	-$369.6K	2026-07-24
Evergreen Capital Management LLC	CLOSED	0	29,399	-29,399	-100%	$370.6K	$0	-$370.6K	2026-07-23
MetLife Investment Management, LLC	CLOSED	0	29,398	-29,398	-100%	$366.9K	$0	-$366.9K	2026-08-14
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	28,109	-28,109	-100%	$350.8K	$0	-$350.8K	2026-08-14
Focus Partners Wealth	CLOSED	0	25,144	-25,144	-100%	$313.8K	$0	-$313.8K	2026-08-12
Destination Wealth Management	CLOSED	0	24,700	-24,700	-100%	$308.3K	$0	-$308.3K	2026-08-14
Quadrant Capital Group LLC	CLOSED	0	23,695	-23,695	-100%	$295.7K	$0	-$295.7K	2026-08-14
Orion Porfolio Solutions, LLC	CLOSED	0	22,051	-22,051	-100%	$275.2K	$0	-$275.2K	2026-08-14
DRW Securities, LLC	CLOSED	0	21,748	-21,748	-100%	$271.4K	$0	-$271.4K	2026-08-14
XTX Topco Ltd	CLOSED	0	20,461	-20,461	-100%	$255.4K	$0	-$255.4K	2026-08-14
BNP Paribas Financial Markets	CLOSED	0	19,435	-19,435	-100%	$242.5K	$0	-$242.5K	2026-08-13
Murchinson Ltd.	CLOSED	0	18,600	-18,600	-100%	$232.1K	$0	-$232.1K	2026-08-14
Police & Firemen's Retirement System of New Jersey	CLOSED	0	17,509	-17,509	-100%	$218.5K	$0	-$218.5K	2026-07-23
State Board of Administration of Florida Retirement System	CLOSED	0	16,910	-16,910	-100%	$211.0K	$0	-$211.0K	2026-08-10
Intech Investment Management LLC	CLOSED	0	16,341	-16,341	-100%	$203.9K	$0	-$203.9K	2026-08-10
Arizona State Retirement System	CLOSED	0	15,960	-15,960	-100%	$199.2K	$0	-$199.2K	2026-08-07
New York State Common Retirement Fund	CLOSED	0	15,886	-15,886	-100%	$198.3K	$0	-$198.3K	2026-07-29
Focus Partners Advisor Solutions, LLC	CLOSED	0	15,650	-15,650	-100%	$195.3K	$0	-$195.3K	2026-08-06
Savant Capital, LLC	CLOSED	0	15,531	-15,531	-100%	$193.8K	$0	-$193.8K	2026-08-10
Caprock Group, LLC	CLOSED	0	14,812	-14,812	-100%	$186.9K	$0	-$186.9K	2026-07-27
Eurizon Capital SGR S.p.A.	CLOSED	0	14,665	-14,665	-100%	$180.7K	$0	-$180.7K	2026-07-29
Chicago Capital Management, LLC	CLOSED	0	14,014	-14,014	-100%	$131.9K	$0	-$131.9K	2026-07-22
Susquehanna Fundamental Investments, LLC	CLOSED	0	13,822	-13,822	-100%	$172.5K	$0	-$172.5K	2026-08-14
Merit Financial Group, LLC	CLOSED	0	13,736	-13,736	-100%	$171.4K	$0	-$171.4K	2026-07-20
Entropy Technologies, LP	CLOSED	0	12,856	-12,856	-100%	$160.4K	$0	-$160.4K	2026-08-13
Captrust Financial Advisors	CLOSED	0	12,600	-12,600	-100%	$157.2K	$0	-$157.2K	2026-08-13
Holcombe Financial, Inc.	CLOSED	0	12,595	-12,595	-100%	$157.2K	$0	-$157.2K	2026-07-13
Canada Life Assurance Co	CLOSED	0	12,394	-12,394	-100%	$155	$0	-$155	2026-08-13
Public Employees Retirement Association of Colorado	CLOSED	0	12,353	-12,353	-100%	$154	$0	-$154	2026-08-11
NorthCrest Asset Manangement, LLC	CLOSED	0	12,216	-12,216	-100%	$155.5K	$0	-$155.5K	2026-07-15
Connor, Clark & Lunn Investment Management Ltd.	CLOSED	0	11,647	-11,647	-100%	$145.4K	$0	-$145.4K	2026-08-13
Voya Investment Management LLC	CLOSED	0	11,405	-11,405	-100%	$142.3K	$0	-$142.3K	2026-08-12
Guggenheim Capital LLC	CLOSED	0	10,111	-10,111	-100%	$126.2K	$0	-$126.2K	2026-08-12
Brevan Howard Capital Management LP	CLOSED	0	10,059	-10,059	-100%	$125.5K	$0	-$125.5K	2026-08-14
One Wealth Advisors, LLC	CLOSED	0	10,045	-10,045	-100%	$125.4K	$0	-$125.4K	2026-08-06
Russell Investments Group, Ltd.	CLOSED	0	9,574	-9,574	-100%	$119.5K	$0	-$119.5K	2026-08-06
Nisa Investment Advisors, LLC	CLOSED	0	7,502	-7,502	-100%	$94.6K	$0	-$94.6K	2026-08-10
Larson Financial Group LLC	CLOSED	0	7,061	-7,061	-100%	$88.1K	$0	-$88.1K	2026-08-14
Parallel Advisors, LLC	CLOSED	0	6,941	-6,941	-100%	$86.6K	$0	-$86.6K	2026-08-05
EverSource Wealth Advisors, LLC	CLOSED	0	6,391	-6,391	-100%	$79.8K	$0	-$79.8K	2026-07-24
Tower Research Capital LLC (TRC)	CLOSED	0	5,240	-5,240	-100%	$65.4K	$0	-$65.4K	2026-08-11
Signaturefd, LLC	CLOSED	0	5,152	-5,152	-100%	$64.3K	$0	-$64.3K	2026-07-24
Ameritas Investment Partners, Inc.	CLOSED	0	5,060	-5,060	-100%	$63.1K	$0	-$63.1K	2026-08-13
Parkside Financial Bank & Trust	CLOSED	0	5,009	-5,009	-100%	$62.5K	$0	-$62.5K	2026-09-04
PFS Partners, LLC	CLOSED	0	4,823	-4,823	-100%	$60.2K	$0	-$60.2K	2026-07-20
PNC Financial Services Group, Inc.	CLOSED	0	4,739	-4,739	-100%	$59.1K	$0	-$59.1K	2026-08-07
Rockefeller Capital Management L.P.	CLOSED	0	4,520	-4,520	-100%	$56.4K	$0	-$56.4K	2026-08-13
Gamma Investing LLC	CLOSED	0	4,156	-4,156	-100%	$51.9K	$0	-$51.9K	2026-07-07
US Bancorp \de\	CLOSED	0	3,810	-3,810	-100%	$47.5K	$0	-$47.5K	2026-08-12
Allworth Financial LP	CLOSED	0	2,991	-2,991	-100%	$37.3K	$0	-$37.3K	2026-08-11
Essential Partners LLC	CLOSED	0	2,801	-2,801	-100%	$35.0K	$0	-$35.0K	2026-08-10
Osaic Holdings, Inc.	CLOSED	0	2,629	-2,629	-100%	$32.8K	$0	-$32.8K	2026-08-14
State of Alaska, Department of Revenue	CLOSED	0	2,429	-2,429	-100%	$30	$0	-$30	2026-07-20
Smartleaf Asset Management LLC	CLOSED	0	2,062	-2,062	-100%	$25.3K	$0	-$25.3K	2026-08-12
BNP Paribas Asset Management Holding S.A.	CLOSED	0	2,053	-2,053	-100%	$25.6K	$0	-$25.6K	2026-08-13
Sterling Capital Management LLC	CLOSED	0	1,986	-1,986	-100%	$24.8K	$0	-$24.8K	2026-07-28
Group One Trading LLC	CLOSED	0	1,055	-1,055	-100%	$13.2K	$0	-$13.2K	2026-08-14
Farther Finance Advisors, LLC	CLOSED	0	1,027	-1,027	-100%	$13.0K	$0	-$13.0K	2026-07-17
Pinnacle Wealth Planning Services, Inc.	CLOSED	0	806	-806	-100%	$10.1K	$0	-$10.1K	2026-08-07
Rothschild Investment LLC	CLOSED	0	556	-556	-100%	$6.9K	$0	-$6.9K	2026-08-06
Fifth Third Bancorp	CLOSED	0	434	-434	-100%	$5.4K	$0	-$5.4K	2026-08-05
MassMutual Private Wealth & Trust, FSB	CLOSED	0	421	-421	-100%	$5.3K	$0	-$5.3K	2026-07-02
Huntington National Bank	CLOSED	0	396	-396	-100%	$4.9K	$0	-$4.9K	2026-08-13
MAI Capital Management	CLOSED	0	370	-370	-100%	$4.6K	$0	-$4.6K	2026-08-14
Root Financial Partners, LLC	CLOSED	0	250	-250	-100%	$3.1K	$0	-$3.1K	2026-07-29
True Wealth Design, LLC	CLOSED	0	242	-242	-100%	$3.0K	$0	-$3.0K	2026-07-16
Optiver Holding B.V.	CLOSED	0	238	-238	-100%	$3.0K	$0	-$3.0K	2026-08-12
Physician Wealth Advisors, Inc.	CLOSED	0	209	-209	-100%	$2.6K	$0	-$2.6K	2026-07-20
Arax Advisory Partners	CLOSED	0	198	-198	-100%	$2.5K	$0	-$2.5K	2026-08-10
JPL Wealth Management, LLC	CLOSED	0	191	-191	-100%	$2.4K	$0	-$2.4K	2026-08-14
Versant Capital Management, Inc	CLOSED	0	190	-190	-100%	$2.4K	$0	-$2.4K	2026-07-02
Basecamp Wealth Advisors LLC	CLOSED	0	102	-102	-100%	$1.3K	$0	-$1.3K	2026-08-14
Stone House Investment Management, LLC	CLOSED	0	74	-74	-100%	$924	$0	-$924	2026-08-05
Caitong International Asset Management Co., Ltd	CLOSED	0	56	-56	-100%	$699	$0	-$699	2026-08-05
Bruce G. Allen Investments, LLC	CLOSED	0	52	-52	-100%	$649	$0	-$649	2026-07-31
SBI Securities Co., Ltd.	CLOSED	0	48	-48	-100%	$599	$0	-$599	2026-07-23
Financial Consulate, Inc	CLOSED	0	46	-46	-100%	$575	$0	-$575	2026-07-23
SJS Investment Consulting Inc.	CLOSED	0	40	-40	-100%	$500	$0	-$500	2026-07-22
Twin Peaks Wealth Advisors, LLC	CLOSED	0	23	-23	-100%	$287	$0	-$287	2026-08-13
Covestor Ltd	CLOSED	0	8	-8	-100%	$0	$0	$0	2026-08-07
Bessemer Group Inc	CLOSED	0	7	-7	-100%	$0	$0	$0	2026-08-12
Hughes Financial Services, LLC	CLOSED	0	1	-1	-100%	$12	$0	-$12	2026-07-20
Freestone Grove Partners LP	CLOSED	0	1	-1	-100%	$12	$0	-$12	2026-08-14
CWM, LLC	N/A	—	53,876	-53,876	-100%	$672.4K	—	—	—
Henderson Group PLC	N/A	—	27,118	-27,118	-100%	$338.3K	—	—	—
Sunbelt Securities, Inc.	N/A	—	14	-14	-100%	$175	—	—	—
Vanguard Group Inc	N/A	—	0	0	—	$0	—	—	—

Showing 192 of 192 institutions