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Heron Therapeutics Inc (HRTX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares4,106,017 from 4,270,980
Change-164,963 (-4%)
Value$1.3M (-$535.8K)
Filed 2026-11-06
Congress Park Capital LLC
DECREASED
Shares551,697 from 2,016,447
Change-1,464,750 (-73%)
Value$173.0K (-$687.7K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares378,609 from 395,838
Change-17,229 (-4%)
Value$118.7K (-$50.3K)
Filed 2026-11-05
Apeiron RIA LLC
DECREASED
Shares319,123 from 370,579
Change-51,456 (-14%)
Value$113.6K (-$44.6K)
Filed 2026-10-08
Barclays PLC
INCREASED
Shares310,479 from 91,022
Change+219,457 (+241%)
Value$97.3K (+$58.5K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares237,550
Change+237,550
Value$90.0K
Filed 2026-11-03
JW Asset Management, LLC
DECREASED
Shares140,863 from 3,751,073
Change-3,610,210 (-96%)
Value$44.2K (-$1.6M)
Filed 2026-11-06
Biltmore Family Office, LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$31.4K (-$11.3K)
Filed 2026-11-03
Searle & Co.
UNCHANGED
Shares86,250 from 86,250
Change0 (0%)
Value$27.0K (-$9.8K)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares84,183 from 96,300
Change-12,117 (-13%)
Value$26.1K (-$15.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
UNCHANGED
Shares81,246 from 81,246
Change0 (0%)
Value$25.5K (-$9.2K)
Filed 2026-11-06
R Squared Ltd
INCREASED
Shares62,671 from 46,708
Change+15,963 (+34%)
Value$19.6K (-$287)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares62,328 from 61,112
Change+1,216 (+2%)
Value$19.5K (-$6.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
UNCHANGED
Shares59,176 from 59,176
Change0 (0%)
Value$18.6K (-$6.7K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares57,128 from 35,862
Change+21,266 (+59%)
Value$17.9K (+$2.6K)
Filed 2026-11-02
Redwood Family Wealth LLC
DECREASED
Shares55,972 from 105,472
Change-49,500 (-47%)
Value$17.5K (-$27.5K)
Filed 2026-10-20
DLK Investment Management, LLC
INCREASED
Shares44,710 from 17,890
Change+26,820 (+150%)
Value$14.0K (-$48.6K)
Filed 2026-10-09
New Harbor Financial Group, LLC
NEW
Shares39,120
Change+39,120
Value$12.3K
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares36,085 from 40,565
Change-4,480 (-11%)
Value$10.0K (-$7.3K)
Filed 2026-11-04
Ddfg, Inc
UNCHANGED
Shares32,903 from 32,903
Change0 (0%)
Value$10.3K (-$3.7K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
UNCHANGED
Shares31,923 from 31,923
Change0 (0%)
Value$10.0K (-$3.6K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares29,067 from 32,397
Change-3,330 (-10%)
Value$10.4K (-$3.0K)
Filed 2026-10-13
CoreCap Advisors, LLC
UNCHANGED
Shares28,409 from 28,409
Change0 (0%)
Value$8.9K (-$3.2K)
Filed 2026-10-08
Diversified Trust Co
UNCHANGED
Shares26,492 from 26,492
Change0 (0%)
Value$8.3K (-$3.0K)
Filed 2026-11-06
ACT Advisors, Llc.
NEW
Shares25,581
Change+25,581
Value$8.0K
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares25,000 from 15,000
Change+10,000 (+67%)
Value$7.8K (+$1.4K)
Filed 2026-11-05
Parkway Wealth Management Group, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$7.8K (-$2.8K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$8.5K ($0)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,395 from 27,995
Change-8,600 (-31%)
Value$6.0K (-$6.0K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares18,627 from 20,918
Change-2,291 (-11%)
Value$5.8K (-$3.1K)
Filed 2026-10-29
Capital Investment Counsel, Inc
UNCHANGED
Shares18,325 from 18,325
Change0 (0%)
Value$5.7K (-$2.1K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares17,041 from 13,583
Change+3,458 (+25%)
Value$5.3K (-$455)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
NEW
Shares16,771
Change+16,771
Value$5.3K
Filed 2026-10-21
SteelPeak Wealth, LLC
NEW
Shares16,181
Change+16,181
Value$5.1K
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares14,341 from 14,341
Change0 (0%)
Value$6.1K ($0)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
NEW
Shares13,947
Change+13,947
Value$4.4K
Filed 2026-10-13
Xponance LLC
DECREASED
Shares13,514 from 13,778
Change-264 (-2%)
Value$4.2K (-$1.6K)
Filed 2026-11-03
Principal Financial Group Inc
UNCHANGED
Shares12,074 from 12,074
Change0 (0%)
Value$3.8K (-$1.4K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED
Shares12,000 from 12,103
Change-103 (-1%)
Value$3.8K (-$1.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares10,753 from 175
Change+10,578 (+6045%)
Value$3.4K (+$3.3K)
Filed 2026-10-08
Gamma Investing LLC
NEW
Shares9,901
Change+9,901
Value$3.1K
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares7,350 from 74,940
Change-67,590 (-90%)
Value$2.3K (-$29.7K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares4,934 from 4,934
Change0 (0%)
Value$1.5K (-$559)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares4,806 from 807
Change+3,999 (+496%)
Value$1.5K (+$1.2K)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares3,210 from 3,498
Change-288 (-8%)
Value$1.0K (-$487)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares2,734 from 4,008
Change-1,274 (-32%)
Value$857 (-$854)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
INCREASED
Shares2,028 from 984
Change+1,044 (+106%)
Value$636 (+$216)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares1,230 from 415
Change+815 (+196%)
Value$386 (+$208)
Filed 2026-10-26
Winch Advisory Services, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$314 (-$113)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares924 from 7,283
Change-6,359 (-87%)
Value$289 (-$2.8K)
Filed 2026-11-04
Fortitude Family Office, LLC
DECREASED
Shares873 from 888
Change-15 (-2%)
Value$274 (-$105)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$149 (-$54)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares432
Change+432
Value$135
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$63 (-$22)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$56 (-$20)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
NEW
Shares163
Change+163
Value$51
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares75 from 120
Change-45 (-37%)
Value$24 (-$27)
Filed 2026-10-16
True Wealth Design, LLC
NEW
Shares43
Change+43
Value$14
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$2 (-$1)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-29
Abel Hall, LLC
CLOSED
Shares0 from 213,185
Change-213,185 (-100%)
Value$0 (-$91.0K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 51,254
Change-51,254 (-100%)
Value$0 (-$23.5K)
Filed 2026-10-27
TopTier Wealth Management, LLC
CLOSED
Shares0 from 25,350
Change-25,350 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 13,992
Change-13,992 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-02
Brighton Jones LLC
CLOSED
Shares0 from 11,133
Change-11,133 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-03
Parkside Financial Bank & Trust
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$240)
Filed 2026-10-27
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$141)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$137)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$47)
Filed 2026-10-15
Rubric Capital Management LPA
N/A
Shares— from 30,046,828
Change-30,046,828 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 11,383,961
Change-11,383,961 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,550,750
Change-10,550,750 (-100%)
Value—
Velan Capital Investment Management LP
N/A
Shares— from 8,753,290
Change-8,753,290 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 7,782,741
Change-7,782,741 (-100%)
Value—
Tejara Capital Ltd
N/A
Shares— from 6,510,795
Change-6,510,795 (-100%)
Value—
Tang Capital Management LLC
N/A
Shares— from 6,250,000
Change-6,250,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,070,101
Change-4,070,101 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,228,557
Change-3,228,557 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,997,073
Change-2,997,073 (-100%)
Value—
Pale Fire Capital SE
N/A
Shares— from 2,511,478
Change-2,511,478 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,354,193
Change-2,354,193 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 1,792,319
Change-1,792,319 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,580,510
Change-1,580,510 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,553,857
Change-1,553,857 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,506,900
Change-1,506,900 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,365,119
Change-1,365,119 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,329,754
Change-1,329,754 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,281,796
Change-1,281,796 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,223,480
Change-1,223,480 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,217,463
Change-1,217,463 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,042,892
Change-1,042,892 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,021,092
Change-1,021,092 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 694,165
Change-694,165 (-100%)
Value—
Stonepine Capital Management, LLC
N/A
Shares— from 490,787
Change-490,787 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 475,750
Change-475,750 (-100%)
Value—
Diadema Partners LP
N/A
Shares— from 458,723
Change-458,723 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 406,668
Change-406,668 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 405,777
Change-405,777 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 321,177
Change-321,177 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 299,910
Change-299,910 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 283,239
Change-283,239 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 266,314
Change-266,314 (-100%)
Value—
FMR LLC
N/A
Shares— from 226,803
Change-226,803 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 221,787
Change-221,787 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 195,537
Change-195,537 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 175,344
Change-175,344 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 159,997
Change-159,997 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 158,177
Change-158,177 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 153,011
Change-153,011 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 152,923
Change-152,923 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 137,067
Change-137,067 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 120,435
Change-120,435 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 120,293
Change-120,293 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 117,090
Change-117,090 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 111,698
Change-111,698 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 111,504
Change-111,504 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 108,369
Change-108,369 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 96,612
Change-96,612 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 83,756
Change-83,756 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 75,665
Change-75,665 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 73,585
Change-73,585 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 68,291
Change-68,291 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 60,341
Change-60,341 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 55,972
Change-55,972 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 51,547
Change-51,547 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 45,507
Change-45,507 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 42,150
Change-42,150 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 39,964
Change-39,964 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 38,987
Change-38,987 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 38,352
Change-38,352 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 37,947
Change-37,947 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35,567
Change-35,567 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 33,381
Change-33,381 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 32,799
Change-32,799 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 27,276
Change-27,276 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 27,024
Change-27,024 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 25,699
Change-25,699 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,672
Change-25,672 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 24,617
Change-24,617 (-100%)
Value—
&partners
N/A
Shares— from 23,632
Change-23,632 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 23,495
Change-23,495 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 22,507
Change-22,507 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 20,754
Change-20,754 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 20,226
Change-20,226 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 19,580
Change-19,580 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,861
Change-17,861 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,685
Change-12,685 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,365
Change-12,365 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 11,415
Change-11,415 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 11,269
Change-11,269 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 354
Change-354 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED4,106,0174,270,980-164,963-4%$1.8M$1.3M-$535.8K2026-11-06
Congress Park Capital LLC
DECREASED551,6972,016,447-1,464,750-73%$860.6K$173.0K-$687.7K2026-10-13
Bank of New York Mellon Corp
DECREASED378,609395,838-17,229-4%$168.9K$118.7K-$50.3K2026-11-05
Apeiron RIA LLC
DECREASED319,123370,579-51,456-14%$158.2K$113.6K-$44.6K2026-10-08
Barclays PLC
INCREASED310,47991,022+219,457+241%$38.8K$97.3K+$58.5K2026-11-06
StoneX Group Inc.
NEW237,550—+237,550——$90.0K—2026-11-03
JW Asset Management, LLC
DECREASED140,8633,751,073-3,610,210-96%$1.6M$44.2K-$1.6M2026-11-06
Biltmore Family Office, LLC
UNCHANGED100,000100,00000%$42.7K$31.4K-$11.3K2026-11-03
Searle & Co.
UNCHANGED86,25086,25000%$36.8K$27.0K-$9.8K2026-11-04
Deutsche Bank Ag\
DECREASED84,18396,300-12,117-13%$41.4K$26.1K-$15.3K2026-11-06
Russell Investments Group, Ltd.
UNCHANGED81,24681,24600%$34.7K$25.5K-$9.2K2026-11-06
R Squared Ltd
INCREASED62,67146,708+15,963+34%$19.9K$19.6K-$2872026-11-06
LPL Financial LLC
INCREASED62,32861,112+1,216+2%$26.1K$19.5K-$6.5K2026-11-06
Commonwealth Equity Services, LLC
UNCHANGED59,17659,17600%$25.3K$18.6K-$6.7K2026-11-02
Creative Planning
INCREASED57,12835,862+21,266+59%$15.3K$17.9K+$2.6K2026-11-02
Redwood Family Wealth LLC
DECREASED55,972105,472-49,500-47%$45.0K$17.5K-$27.5K2026-10-20
DLK Investment Management, LLC
INCREASED44,71017,890+26,820+150%$62.6K$14.0K-$48.6K2026-10-09
New Harbor Financial Group, LLC
NEW39,120—+39,120——$12.3K—2026-10-22
Prospera Financial Services Inc
DECREASED36,08540,565-4,480-11%$17.3K$10.0K-$7.3K2026-11-04
Ddfg, Inc
UNCHANGED32,90332,90300%$14.0K$10.3K-$3.7K2026-10-15
Concurrent Investment Advisors, LLC
UNCHANGED31,92331,92300%$13.6K$10.0K-$3.6K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED29,06732,397-3,330-10%$13.4K$10.4K-$3.0K2026-10-13
CoreCap Advisors, LLC
UNCHANGED28,40928,40900%$12.1K$8.9K-$3.2K2026-10-08
Diversified Trust Co
UNCHANGED26,49226,49200%$11.3K$8.3K-$3.0K2026-11-06
ACT Advisors, Llc.
NEW25,581—+25,581——$8.0K—2026-10-15
J.W. Cole Advisors, Inc.
INCREASED25,00015,000+10,000+67%$6.4K$7.8K+$1.4K2026-11-05
Parkway Wealth Management Group, LLC
UNCHANGED25,00025,00000%$10.7K$7.8K-$2.8K2026-10-20
PKS Advisory Services, LLC
UNCHANGED20,00020,00000%$8.5K$8.5K$02026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED19,39527,995-8,600-31%$12.0K$6.0K-$6.0K2026-11-02
ProShare Advisors LLC
DECREASED18,62720,918-2,291-11%$8.9K$5.8K-$3.1K2026-10-29
Capital Investment Counsel, Inc
UNCHANGED18,32518,32500%$7.8K$5.7K-$2.1K2026-10-20
HB Wealth Management, LLC
INCREASED17,04113,583+3,458+25%$5.8K$5.3K-$4552026-10-23
Crossmark Global Holdings, Inc.
NEW16,771—+16,771——$5.3K—2026-10-21
SteelPeak Wealth, LLC
NEW16,181—+16,181——$5.1K—2026-10-16
Allworth Financial LP
UNCHANGED14,34114,34100%$6.1K$6.1K$02026-11-06
Dynamic Advisor Solutions LLC
NEW13,947—+13,947——$4.4K—2026-10-13
Xponance LLC
DECREASED13,51413,778-264-2%$5.9K$4.2K-$1.6K2026-11-03
Principal Financial Group Inc
UNCHANGED12,07412,07400%$5.2K$3.8K-$1.4K2026-11-02
B. Riley Wealth Advisors, Inc.
DECREASED12,00012,103-103-1%$5.3K$3.8K-$1.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED10,753175+10,578+6045%$75$3.4K+$3.3K2026-10-08
Gamma Investing LLC
NEW9,901—+9,901——$3.1K—2026-10-08
Citigroup Inc
DECREASED7,35074,940-67,590-90%$32.0K$2.3K-$29.7K2026-11-04
Fifth Third Bancorp
UNCHANGED4,9344,93400%$2.1K$1.5K-$5592026-11-05
Sterling Capital Management LLC
INCREASED4,806807+3,999+496%$344$1.5K+$1.2K2026-10-22
Clearstead Advisors, LLC
DECREASED3,2103,498-288-8%$1.5K$1.0K-$4872026-11-06
Essential Partners LLC
DECREASED2,7344,008-1,274-32%$1.7K$857-$8542026-10-14
EverSource Wealth Advisors, LLC
INCREASED2,028984+1,044+106%$420$636+$2162026-11-04
SJS Investment Consulting Inc.
INCREASED1,230415+815+196%$178$386+$2082026-10-26
Winch Advisory Services, LLC
UNCHANGED1,0001,00000%$427$314-$1132026-11-06
Simplex Trading, LLC
DECREASED9247,283-6,359-87%$3.1K$289-$2.8K2026-11-04
Fortitude Family Office, LLC
DECREASED873888-15-2%$379$274-$1052026-10-14
New England Capital Financial Advisors LLC
UNCHANGED47547500%$203$149-$542026-11-03
Root Financial Partners, LLC
NEW432—+432——$135—2026-10-21
Parallel Advisors, LLC
UNCHANGED20020000%$85$63-$222026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED17817800%$76$56-$202026-10-27
Provenance Wealth Advisors, LLC
NEW163—+163——$51—2026-10-30
IFP Advisors, Inc
DECREASED75120-45-37%$51$24-$272026-10-16
True Wealth Design, LLC
NEW43—+43——$14—2026-10-13
SBI Securities Co., Ltd.
INCREASED76+1+17%$3$2-$12026-10-22
Caitong International Asset Management Co., Ltd
UNCHANGED1100%$0$0$02026-10-29
Abel Hall, LLC
CLOSED0213,185-213,185-100%$91.0K$0-$91.0K2026-10-19
Chicago Partners Investment Group LLC
CLOSED051,254-51,254-100%$23.5K$0-$23.5K2026-10-27
TopTier Wealth Management, LLC
CLOSED025,350-25,350-100%$10.8K$0-$10.8K2026-10-16
Pekin Hardy Strauss, Inc.
CLOSED013,992-13,992-100%$6.0K$0-$6.0K2026-11-02
Brighton Jones LLC
CLOSED011,133-11,133-100%$4.8K$0-$4.8K2026-11-03
Parkside Financial Bank & Trust
CLOSED0560-560-100%$240$0-$2402026-10-27
Nisa Investment Advisors, LLC
CLOSED0331-331-100%$141$0-$1412026-10-20
Wealth Enhancement Trust Services, Inc.
CLOSED0320-320-100%$137$0-$1372026-10-07
AdvisorNet Financial, Inc
CLOSED0110-110-100%$47$0-$472026-10-15
Rubric Capital Management LPA
N/A—30,046,828-30,046,828-100%$12.8M———
Clearline Capital LP
N/A—11,383,961-11,383,961-100%$4.9M———
BlackRock, Inc.
N/A—10,550,750-10,550,750-100%$4.5M———
Velan Capital Investment Management LP
N/A—8,753,290-8,753,290-100%$3.7M———
Vanguard Capital Management LLC
N/A—7,782,741-7,782,741-100%$3.3M———
Tejara Capital Ltd
N/A—6,510,795-6,510,795-100%$2.8M———
Tang Capital Management LLC
N/A—6,250,000-6,250,000-100%$2.7M———
Millennium Management LLC
N/A—4,070,101-4,070,101-100%$1.7M———
State Street Corp
N/A—3,228,557-3,228,557-100%$1.4M———
UBS Group AG
N/A—2,997,073-2,997,073-100%$1.3M———
Pale Fire Capital SE
N/A—2,511,478-2,511,478-100%$1.1M———
Marshall Wace, LLP
N/A—2,354,193-2,354,193-100%$1.0M———
Richmond Brothers, Inc.
N/A—1,792,319-1,792,319-100%$765.0K———
Vanguard Portfolio Management LLC
N/A—1,580,510-1,580,510-100%$674.9K———
AQR Capital Management LLC
N/A—1,553,857-1,553,857-100%$663.2K———
Renaissance Technologies LLC
N/A—1,506,900-1,506,900-100%$643.1K———
Vanguard Fiduciary Trust Co
N/A—1,365,119-1,365,119-100%$582.9K———
Goldman Sachs Group Inc
N/A—1,329,754-1,329,754-100%$567.5K———
Panagora Asset Management Inc
N/A—1,281,796-1,281,796-100%$547.1K———
Northern Trust Corp
N/A—1,223,480-1,223,480-100%$522.2K———
Charles Schwab Investment Management Inc
N/A—1,217,463-1,217,463-100%$519.6K———
GSA Capital Partners LLP
N/A—1,042,892-1,042,892-100%$445.0K———
Qube Research & Technologies Ltd
N/A—1,021,092-1,021,092-100%$435.8K———
Caption Management, LLC
N/A—1,000,000-1,000,000-100%$426.8K———
CM Management, LLC
N/A—1,000,000-1,000,000-100%$426.8K———
New York State Common Retirement Fund
N/A—694,165-694,165-100%$296.3K———
Stonepine Capital Management, LLC
N/A—490,787-490,787-100%$209.5K———
Nexpoint Asset Management, L.P.
N/A—475,750-475,750-100%$203.1K———
Diadema Partners LP
N/A—458,723-458,723-100%$195.8K———
Invesco Ltd.
N/A—406,668-406,668-100%$173.6K———
Xcelsior Advisor Partners LLC
N/A—405,777-405,777-100%$173.2K———
Squarepoint Ops LLC
N/A—321,177-321,177-100%$137.1K———
Alliancebernstein L.P.
N/A—299,910-299,910-100%$240.0K———
Virtu Financial LLC
N/A—283,239-283,239-100%$121.0K———
Two Sigma Investments, LP
N/A—266,314-266,314-100%$113.7K———
FMR LLC
N/A—226,803-226,803-100%$96.8K———
Nuveen, LLC
N/A—221,787-221,787-100%$94.7K———
Rhumbline Advisers
N/A—195,537-195,537-100%$83.5K———
Quinn Opportunity Partners LLC
N/A—175,344-175,344-100%$74.8K———
Integrated Wealth Concepts LLC
N/A—159,997-159,997-100%$68.3K———
Raymond James Financial Inc
N/A—158,177-158,177-100%$67.5K———
Acadian Asset Management LLC
N/A—153,011-153,011-100%$65.0K———
Wells Fargo & Company
N/A—152,923-152,923-100%$65.3K———
Susquehanna International Group, LLP
N/A—137,067-137,067-100%$58.5K———
D. E. Shaw & Co., Inc.
N/A—120,435-120,435-100%$51.4K———
LOS Angeles Capital Management LLC
N/A—120,293-120,293-100%$51.3K———
Persistent Asset Partners Ltd
N/A—117,090-117,090-100%$50.0K———
Morgan Stanley
N/A—111,698-111,698-100%$47.7K———
Price T Rowe Associates Inc
N/A—111,504-111,504-100%$48.0K———
Bank of America Corp
N/A—108,369-108,369-100%$46.2K———
IEQ Capital, LLC
N/A—96,612-96,612-100%$41.2K———
Vanguard Global Advisers, LLC
N/A—83,756-83,756-100%$35.8K———
JPMorgan Chase & Co
N/A—75,665-75,665-100%$33.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—73,585-73,585-100%$31.4K———
Mercer Global Advisors Inc
N/A—68,291-68,291-100%$29.1K———
Cerity Partners LLC
N/A—60,341-60,341-100%$25.8K———
Mariner, LLC
N/A—55,972-55,972-100%$23.9K———
Captrust Financial Advisors
N/A—51,547-51,547-100%$22.0K———
Centiva Capital, LP
N/A—45,507-45,507-100%$19.4K———
Intech Investment Management LLC
N/A—42,150-42,150-100%$18.0K———
Cornerstone Select Advisors, LLC
N/A—39,964-39,964-100%$17.1K———
Neuberger Berman Group LLC
N/A—38,987-38,987-100%$16.6K———
Police & Firemen's Retirement System of New Jersey
N/A—38,352-38,352-100%$16.4K———
Group One Trading LLC
N/A—37,947-37,947-100%$16.2K———
Tower Research Capital LLC (TRC)
N/A—35,567-35,567-100%$15.2K———
HSBC Holdings PLC
N/A—33,381-33,381-100%$14.5K———
King Wealth Management Group
N/A—32,799-32,799-100%$14.0K———
Vanguard Personalized Indexing Management, LLC
N/A—27,276-27,276-100%$11.6K———
HRT Financial LP
N/A—27,024-27,024-100%$11———
Pallas Capital Advisors LLC
N/A—25,699-25,699-100%$11.0K———
Jane Street Group, LLC
N/A—25,672-25,672-100%$11.0K———
HighTower Advisors, LLC
N/A—24,617-24,617-100%$10.5K———
&partners
N/A—23,632-23,632-100%$10.1K———
Prudential Financial Inc
N/A—23,495-23,495-100%$10.0K———
BNP Paribas Financial Markets
N/A—22,507-22,507-100%$9.6K———
Two Sigma Securities, LLC
N/A—20,754-20,754-100%$8.9K———
Victory Capital Management Inc
N/A—20,226-20,226-100%$8.6K———
Argent Advisors, Inc.
N/A—20,000-20,000-100%$8.5K———
Advisory Services Network, LLC
N/A—19,580-19,580-100%$8.4K———
Cetera Investment Advisers
N/A—17,861-17,861-100%$7.6K———
Ameritas Investment Partners, Inc.
N/A—15,618-15,618-100%$6.7K———
Legal & General Group Plc
N/A—13,930-13,930-100%$5.9K———
SEI Investments Co
N/A—12,685-12,685-100%$5.4K———
Harbour Investments, Inc.
N/A—12,365-12,365-100%$5.3K———
Jones Financial Companies Lllp
N/A—12,062-12,062-100%$5.2K———
Spectrum Investment Advisors, Inc.
N/A—11,731-11,731-100%$5.0K———
Ingalls & Snyder LLC
N/A—11,415-11,415-100%$5———
JMN Financial LLC
N/A—11,269-11,269-100%$4.8K———
Venturi Wealth Management, LLC
N/A—10,500-10,500-100%$4.5K———
Forum Finance Group S.A.
N/A—8,500-8,500-100%$3———
Arax Advisory Partners
N/A—6,890-6,890-100%$2.9K———
JTC Employer Solutions Trustee Ltd
N/A—6,500-6,500-100%$3———
Royal Bank of Canada
N/A—5,460-5,460-100%$2.0K———
Global Retirement Partners, LLC
N/A—4,018-4,018-100%$1.7K———
California State Teachers Retirement System
N/A—2,152-2,152-100%$918———
UBS Asset Management Americas LLC
N/A—2,078-2,078-100%$887———
Optiver Holding B.V.
N/A—1,706-1,706-100%$728———
N.E.W. Advisory Services LLC
N/A—1,619-1,619-100%$691———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$427———
Osaic Holdings, Inc.
N/A—861-861-100%$369———
Rothschild Investment LLC
N/A—518-518-100%$221———
Rockefeller Capital Management L.P.
N/A—354-354-100%$151———
HighMark Wealth Management LLC
N/A—100-100-100%$42———
Showing 172 of 172 institutions