Hingham Institution for Svgs (HIFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Schwartz Investment Counsel Inc

INCREASED

Shares81,797 from 81,582

Change+215 (+0%)

Value$23.1M (-$1.9M)

Filed 2026-10-26

Dimensional Fund Advisors LP

DECREASED

Shares56,804 from 57,231

Change-427 (-1%)

Value$16.1M (-$1.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares46,815 from 46,558

Change+257 (+1%)

Value$13.2M (-$1.1M)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares14,868 from 15,173

Change-305 (-2%)

Value$4.2M (-$458.6K)

Filed 2026-11-06

Lido Advisors, LLC

DECREASED

Shares14,103 from 14,219

Change-116 (-1%)

Value$4.0M (-$382.0K)

Filed 2026-11-04

Hennessy Advisors Inc

DECREASED

Shares12,500 from 13,000

Change-500 (-4%)

Value$3.5M (-$460.6K)

Filed 2026-10-28

Bank of New York Mellon Corp

DECREASED

Shares7,278 from 7,363

Change-85 (-1%)

Value$2.1M (-$204.9K)

Filed 2026-11-05

Citigroup Inc

INCREASED

Shares5,038 from 3,170

Change+1,868 (+59%)

Value$1.4M (+$450.0K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares3,664 from 3,521

Change+143 (+4%)

Value$1.0M (-$46.1K)

Filed 2026-11-02

Baldwin Wealth Partners LLC

UNCHANGED

Shares3,006 from 3,006

Change0 (0%)

Value$849.5K (-$73.8K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares2,733 from 2,440

Change+293 (+12%)

Value$794.2K (+$84.8K)

Filed 2026-10-13

Barclays PLC

DECREASED

Shares2,706 from 3,387

Change-681 (-20%)

Value$764.7K (-$275.6K)

Filed 2026-11-06

Marble Harbor Investment Counsel, LLC

UNCHANGED

Shares1,755 from 1,755

Change0 (0%)

Value$495.9K (-$43.1K)

Filed 2026-11-06

Welch & Forbes LLC

UNCHANGED

Shares1,525 from 1,525

Change0 (0%)

Value$431.0K (-$37.5K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

INCREASED

Shares1,492 from 1,489

Change+3 (+0%)

Value$421.6K (-$35.7K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares1,349 from 1,567

Change-218 (-14%)

Value$381.2K (-$100.1K)

Filed 2026-11-06

Clean Yield Group

DECREASED

Shares1,245 from 1,445

Change-200 (-14%)

Value$351.8K (-$92.0K)

Filed 2026-10-28

First National Bank Sioux Falls

DECREASED

Shares1,178 from 1,230

Change-52 (-4%)

Value$332.9K (-$37.1K)

Filed 2026-10-13

Svrn Asset Management, LLC

UNCHANGED

Shares862 from 862

Change0 (0%)

Value$243.6K (-$21.2K)

Filed 2026-11-02

Moors & Cabot, Inc.

INCREASED

Shares711 from 710

Change+1 (+0%)

Value$200.9K (-$17.2K)

Filed 2026-11-06

Flagship Wealth Advisors, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$141.3K (-$12.3K)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares274 from 275

Change-1 (0%)

Value$77.4K (-$7.0K)

Filed 2026-10-27

Fifth Third Bancorp

UNCHANGED

Shares153 from 153

Change0 (0%)

Value$43.2K (-$3.8K)

Filed 2026-11-05

US Bancorp \de\

DECREASED

Shares140 from 208

Change-68 (-33%)

Value$39.6K (-$24.3K)

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares135 from 97

Change+38 (+39%)

Value$38.2K (+$8.4K)

Filed 2026-11-03

Contravisory Investment Management, Inc.

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$35.3K (-$3.1K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares119 from 81

Change+38 (+47%)

Value$33.6K (+$8.7K)

Filed 2026-10-08

State of Alaska, Department of Revenue

NEW

Shares91

Change+91

Value$25

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares78 from 44

Change+34 (+77%)

Value$22.0K (+$8.5K)

Filed 2026-10-08

Rossby Financial, LCC

NEW

Shares46

Change+46

Value$12.9K

Filed 2026-11-05

Versant Capital Management, Inc

DECREASED

Shares45 from 46

Change-1 (-2%)

Value$12.7K (-$1.4K)

Filed 2026-10-02

Sterling Capital Management LLC

INCREASED

Shares33 from 29

Change+4 (+14%)

Value$9.3K (+$418)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares31 from 15

Change+16 (+107%)

Value$8.8K (+$4.2K)

Filed 2026-11-04

Fortitude Family Office, LLC

NEW

Shares26

Change+26

Value$7.3K

Filed 2026-10-14

Nisa Investment Advisors, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$6.5K (-$564)

Filed 2026-10-20

SJS Investment Consulting Inc.

NEW

Shares22

Change+22

Value$6.2K

Filed 2026-10-26

IFP Advisors, Inc

INCREASED

Shares20 from 17

Change+3 (+18%)

Value$5.7K (+$430)

Filed 2026-10-16

Parkside Financial Bank & Trust

NEW

Shares19

Change+19

Value$5.4K

Filed 2026-10-27

Allworth Financial LP

INCREASED

Shares19 from 15

Change+4 (+27%)

Value$5.8K (+$1.2K)

Filed 2026-11-06

Provenance Wealth Advisors, LLC

NEW

Shares15

Change+15

Value$4.2K

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares14

Change+14

Value$4.0K

Filed 2026-10-21

Essential Partners LLC

INCREASED

Shares8 from 1

Change+7 (+700%)

Value$2.3K (+$2.0K)

Filed 2026-10-14

1620 Investment Advisors, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$2.3K (-$196)

Filed 2026-11-04

Pension & Wealth Management Advisors, Inc.

NEW

Shares6

Change+6

Value$1.7K

Filed 2026-10-16

Hughes Financial Services, LLC

DECREASED

Shares4 from 5

Change-1 (-20%)

Value$1.2K (-$312)

Filed 2026-10-30

PNC Financial Services Group, Inc.

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$1.1K (-$99)

Filed 2026-11-06

Signaturefd, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$1.1K (-$99)

Filed 2026-10-23

True Wealth Design, LLC

NEW

Shares3

Change+3

Value$848

Filed 2026-10-13

Larson Financial Group LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$565 (-$49)

Filed 2026-11-05

Covestor Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 (-$1)

Filed 2026-10-30

Alps Advisors Inc

CLOSED

Shares0 from 1,881

Change-1,881 (-100%)

Value$0 (-$577.7K)

Filed 2026-11-03

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,800

Change-1,800 (-100%)

Value$0 (-$566.5K)

Filed 2026-11-02

RFG - Bristol Wealth Advisors, LLC

CLOSED

Shares0 from 1,172

Change-1,172 (-100%)

Value$0 (-$360.1K)

Filed 2026-10-09

Cornerstone Planning Group LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$864)

Filed 2026-10-16

Clearstead Advisors, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$308)

Filed 2026-11-06

Maren Capital LLC

N/A

Shares— from 193,531

Change-193,531 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 153,549

Change-153,549 (-100%)

Value—

Doma Perpetual Capital Management LLC

N/A

Shares— from 123,437

Change-123,437 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 109,447

Change-109,447 (-100%)

Value—

State Street Corp

N/A

Shares— from 90,215

Change-90,215 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 76,867

Change-76,867 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 48,286

Change-48,286 (-100%)

Value—

UBS Group AG

N/A

Shares— from 43,660

Change-43,660 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 32,741

Change-32,741 (-100%)

Value—

Phoenix Asset Management Partners Ltd

N/A

Shares— from 31,680

Change-31,680 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 28,746

Change-28,746 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 26,759

Change-26,759 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 25,575

Change-25,575 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 25,273

Change-25,273 (-100%)

Value—

Crawford Fund Management, LLC

N/A

Shares— from 18,662

Change-18,662 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 18,462

Change-18,462 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 15,709

Change-15,709 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 14,338

Change-14,338 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 13,581

Change-13,581 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 12,492

Change-12,492 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,144

Change-11,144 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,796

Change-10,796 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 9,693

Change-9,693 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,037

Change-8,037 (-100%)

Value—

Liontrust Investment Partners LLP

N/A

Shares— from 7,350

Change-7,350 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 7,073

Change-7,073 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 6,802

Change-6,802 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 6,669

Change-6,669 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 6,197

Change-6,197 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 4,776

Change-4,776 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 4,753

Change-4,753 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 4,671

Change-4,671 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 4,578

Change-4,578 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 4,275

Change-4,275 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 3,544

Change-3,544 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 3,117

Change-3,117 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 3,014

Change-3,014 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,951

Change-2,951 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 2,803

Change-2,803 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 2,782

Change-2,782 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 2,664

Change-2,664 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,351

Change-2,351 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 2,215

Change-2,215 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,074

Change-2,074 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 2,022

Change-2,022 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 2,019

Change-2,019 (-100%)

Value—

Wallace Capital Management Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 1,794

Change-1,794 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,760

Change-1,760 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 1,720

Change-1,720 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,619

Change-1,619 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 1,556

Change-1,556 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 1,512

Change-1,512 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,370

Change-1,370 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 1,341

Change-1,341 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 1,294

Change-1,294 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 1,284

Change-1,284 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 1,035

Change-1,035 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 972

Change-972 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 816

Change-816 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 801

Change-801 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 798

Change-798 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 783

Change-783 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 783

Change-783 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 778

Change-778 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 753

Change-753 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 749

Change-749 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 715

Change-715 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 713

Change-713 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 707

Change-707 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 697

Change-697 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 680

Change-680 (-100%)

Value—

McNamara Financial Services, Inc.

N/A

Shares— from 675

Change-675 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 542

Change-542 (-100%)

Value—

FMR LLC

N/A

Shares— from 371

Change-371 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 242

Change-242 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 161

Change-161 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 147

Change-147 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 146

Change-146 (-100%)

Value—

Sachetta, LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 23

Change-23 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 11

Change-11 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Schwartz Investment Counsel Inc	INCREASED	81,797	81,582	+215	+0%	$25.1M	$23.1M	-$1.9M	2026-10-26
Dimensional Fund Advisors LP	DECREASED	56,804	57,231	-427	-1%	$17.6M	$16.1M	-$1.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	46,815	46,558	+257	+1%	$14.3M	$13.2M	-$1.1M	2026-11-06
Russell Investments Group, Ltd.	DECREASED	14,868	15,173	-305	-2%	$4.7M	$4.2M	-$458.6K	2026-11-06
Lido Advisors, LLC	DECREASED	14,103	14,219	-116	-1%	$4.4M	$4.0M	-$382.0K	2026-11-04
Hennessy Advisors Inc	DECREASED	12,500	13,000	-500	-4%	$4.0M	$3.5M	-$460.6K	2026-10-28
Bank of New York Mellon Corp	DECREASED	7,278	7,363	-85	-1%	$2.3M	$2.1M	-$204.9K	2026-11-05
Citigroup Inc	INCREASED	5,038	3,170	+1,868	+59%	$973.7K	$1.4M	+$450.0K	2026-11-04
Creative Planning	INCREASED	3,664	3,521	+143	+4%	$1.1M	$1.0M	-$46.1K	2026-11-02
Baldwin Wealth Partners LLC	UNCHANGED	3,006	3,006	0	0%	$923.3K	$849.5K	-$73.8K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	2,733	2,440	+293	+12%	$709.4K	$794.2K	+$84.8K	2026-10-13
Barclays PLC	DECREASED	2,706	3,387	-681	-20%	$1.0M	$764.7K	-$275.6K	2026-11-06
Marble Harbor Investment Counsel, LLC	UNCHANGED	1,755	1,755	0	0%	$539.0K	$495.9K	-$43.1K	2026-11-06
Welch & Forbes LLC	UNCHANGED	1,525	1,525	0	0%	$468.4K	$431.0K	-$37.5K	2026-11-04
Commonwealth Equity Services, LLC	INCREASED	1,492	1,489	+3	+0%	$457.3K	$421.6K	-$35.7K	2026-11-02
Deutsche Bank Ag\	DECREASED	1,349	1,567	-218	-14%	$481.3K	$381.2K	-$100.1K	2026-11-06
Clean Yield Group	DECREASED	1,245	1,445	-200	-14%	$443.8K	$351.8K	-$92.0K	2026-10-28
First National Bank Sioux Falls	DECREASED	1,178	1,230	-52	-4%	$370.0K	$332.9K	-$37.1K	2026-10-13
Svrn Asset Management, LLC	UNCHANGED	862	862	0	0%	$264.8K	$243.6K	-$21.2K	2026-11-02
Moors & Cabot, Inc.	INCREASED	711	710	+1	+0%	$218.1K	$200.9K	-$17.2K	2026-11-06
Flagship Wealth Advisors, LLC	UNCHANGED	500	500	0	0%	$153.6K	$141.3K	-$12.3K	2026-11-03
Pinnacle Wealth Planning Services, Inc.	DECREASED	274	275	-1	0%	$84.5K	$77.4K	-$7.0K	2026-10-27
Fifth Third Bancorp	UNCHANGED	153	153	0	0%	$47.0K	$43.2K	-$3.8K	2026-11-05
US Bancorp \de\	DECREASED	140	208	-68	-33%	$63.9K	$39.6K	-$24.3K	2026-11-05
Parallel Advisors, LLC	INCREASED	135	97	+38	+39%	$29.8K	$38.2K	+$8.4K	2026-11-03
Contravisory Investment Management, Inc.	UNCHANGED	125	125	0	0%	$38.4K	$35.3K	-$3.1K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	119	81	+38	+47%	$24.9K	$33.6K	+$8.7K	2026-10-08
State of Alaska, Department of Revenue	NEW	91	—	+91	—	—	$25	—	2026-10-15
Gamma Investing LLC	INCREASED	78	44	+34	+77%	$13.5K	$22.0K	+$8.5K	2026-10-08
Rossby Financial, LCC	NEW	46	—	+46	—	—	$12.9K	—	2026-11-05
Versant Capital Management, Inc	DECREASED	45	46	-1	-2%	$14.1K	$12.7K	-$1.4K	2026-10-02
Sterling Capital Management LLC	INCREASED	33	29	+4	+14%	$8.9K	$9.3K	+$418	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	31	15	+16	+107%	$4.6K	$8.8K	+$4.2K	2026-11-04
Fortitude Family Office, LLC	NEW	26	—	+26	—	—	$7.3K	—	2026-10-14
Nisa Investment Advisors, LLC	UNCHANGED	23	23	0	0%	$7.1K	$6.5K	-$564	2026-10-20
SJS Investment Consulting Inc.	NEW	22	—	+22	—	—	$6.2K	—	2026-10-26
IFP Advisors, Inc	INCREASED	20	17	+3	+18%	$5.2K	$5.7K	+$430	2026-10-16
Parkside Financial Bank & Trust	NEW	19	—	+19	—	—	$5.4K	—	2026-10-27
Allworth Financial LP	INCREASED	19	15	+4	+27%	$4.6K	$5.8K	+$1.2K	2026-11-06
Provenance Wealth Advisors, LLC	NEW	15	—	+15	—	—	$4.2K	—	2026-10-30
Root Financial Partners, LLC	NEW	14	—	+14	—	—	$4.0K	—	2026-10-21
Essential Partners LLC	INCREASED	8	1	+7	+700%	$307	$2.3K	+$2.0K	2026-10-14
1620 Investment Advisors, Inc.	UNCHANGED	8	8	0	0%	$2.5K	$2.3K	-$196	2026-11-04
Pension & Wealth Management Advisors, Inc.	NEW	6	—	+6	—	—	$1.7K	—	2026-10-16
Hughes Financial Services, LLC	DECREASED	4	5	-1	-20%	$1.5K	$1.2K	-$312	2026-10-30
PNC Financial Services Group, Inc.	UNCHANGED	4	4	0	0%	$1.2K	$1.1K	-$99	2026-11-06
Signaturefd, LLC	UNCHANGED	4	4	0	0%	$1.2K	$1.1K	-$99	2026-10-23
True Wealth Design, LLC	NEW	3	—	+3	—	—	$848	—	2026-10-13
Larson Financial Group LLC	UNCHANGED	2	2	0	0%	$614	$565	-$49	2026-11-05
Covestor Ltd	UNCHANGED	1	1	0	0%	$1	$0	-$1	2026-10-30
Alps Advisors Inc	CLOSED	0	1,881	-1,881	-100%	$577.7K	$0	-$577.7K	2026-11-03
International Assets Investment Management, LLC	CLOSED	0	1,800	-1,800	-100%	$566.5K	$0	-$566.5K	2026-11-02
RFG - Bristol Wealth Advisors, LLC	CLOSED	0	1,172	-1,172	-100%	$360.1K	$0	-$360.1K	2026-10-09
Cornerstone Planning Group LLC	CLOSED	0	3	-3	-100%	$864	$0	-$864	2026-10-16
Clearstead Advisors, LLC	CLOSED	0	1	-1	-100%	$308	$0	-$308	2026-11-06
Maren Capital LLC	N/A	—	193,531	-193,531	-100%	$59.4M	—	—	—
BlackRock, Inc.	N/A	—	153,549	-153,549	-100%	$47.2M	—	—	—
Doma Perpetual Capital Management LLC	N/A	—	123,437	-123,437	-100%	$37.9M	—	—	—
Royce & Associates LP	N/A	—	109,447	-109,447	-100%	$33.6M	—	—	—
State Street Corp	N/A	—	90,215	-90,215	-100%	$27.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	76,867	-76,867	-100%	$23.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	48,286	-48,286	-100%	$14.8M	—	—	—
UBS Group AG	N/A	—	43,660	-43,660	-100%	$13.4M	—	—	—
American Century Companies Inc	N/A	—	32,741	-32,741	-100%	$10.1M	—	—	—
Phoenix Asset Management Partners Ltd	N/A	—	31,680	-31,680	-100%	$9.7M	—	—	—
Millennium Management LLC	N/A	—	28,746	-28,746	-100%	$8.8M	—	—	—
De Lisle Partners LLP	N/A	—	26,759	-26,759	-100%	$8.2M	—	—	—
Morgan Stanley	N/A	—	25,575	-25,575	-100%	$7.9M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	25,273	-25,273	-100%	$7.8M	—	—	—
Crawford Fund Management, LLC	N/A	—	18,662	-18,662	-100%	$5.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	18,462	-18,462	-100%	$5.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	15,709	-15,709	-100%	$4.8M	—	—	—
Northern Trust Corp	N/A	—	14,338	-14,338	-100%	$4.4M	—	—	—
Bessemer Group Inc	N/A	—	14,000	-14,000	-100%	$4.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	13,581	-13,581	-100%	$4.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	12,492	-12,492	-100%	$3.8M	—	—	—
Focus Partners Wealth	N/A	—	11,144	-11,144	-100%	$3.4M	—	—	—
Bank of America Corp	N/A	—	10,796	-10,796	-100%	$3.3M	—	—	—
AQR Capital Management LLC	N/A	—	9,693	-9,693	-100%	$3.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	8,037	-8,037	-100%	$2.5M	—	—	—
Liontrust Investment Partners LLP	N/A	—	7,350	-7,350	-100%	$2.3M	—	—	—
Quantinno Capital Management LP	N/A	—	7,073	-7,073	-100%	$2.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	6,802	-6,802	-100%	$2.1M	—	—	—
Two Sigma Investments, LP	N/A	—	6,669	-6,669	-100%	$2.0M	—	—	—
XTX Topco Ltd	N/A	—	6,197	-6,197	-100%	$1.9M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	4,776	-4,776	-100%	$1.5M	—	—	—
Ameriprise Financial Inc	N/A	—	4,753	-4,753	-100%	$1.5M	—	—	—
Point72 Asset Management, L.P.	N/A	—	4,671	-4,671	-100%	$1.4M	—	—	—
Marshall Wace, LLP	N/A	—	4,578	-4,578	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	4,275	-4,275	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	3,544	-3,544	-100%	$1.1M	—	—	—
Franklin Resources Inc	N/A	—	3,117	-3,117	-100%	$957.4K	—	—	—
Raymond James Financial Inc	N/A	—	3,014	-3,014	-100%	$925.8K	—	—	—
Wells Fargo & Company	N/A	—	2,951	-2,951	-100%	$906.3K	—	—	—
Engineers Gate Manager LP	N/A	—	2,803	-2,803	-100%	$860.9K	—	—	—
Rafferty Asset Management, LLC	N/A	—	2,782	-2,782	-100%	$854.5K	—	—	—
Numerai GP LLC	N/A	—	2,664	-2,664	-100%	$818.2K	—	—	—
Quantbot Technologies LP	N/A	—	2,351	-2,351	-100%	$722.1K	—	—	—
Jump Financial, LLC	N/A	—	2,215	-2,215	-100%	$680.3K	—	—	—
JPMorgan Chase & Co	N/A	—	2,197	-2,197	-100%	$674.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,074	-2,074	-100%	$637.0K	—	—	—
Rhumbline Advisers	N/A	—	2,022	-2,022	-100%	$621.1K	—	—	—
Centiva Capital, LP	N/A	—	2,019	-2,019	-100%	$620.1K	—	—	—
Wallace Capital Management Inc.	N/A	—	2,000	-2,000	-100%	$614.3K	—	—	—
SEI Investments Co	N/A	—	1,794	-1,794	-100%	$551.0K	—	—	—
Alliancebernstein L.P.	N/A	—	1,760	-1,760	-100%	$503.1K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	1,720	-1,720	-100%	$528.3K	—	—	—
Citadel Advisors LLC	N/A	—	1,619	-1,619	-100%	$497.3K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	1,556	-1,556	-100%	$477.9K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	1,512	-1,512	-100%	$464.4K	—	—	—
HSBC Holdings PLC	N/A	—	1,370	-1,370	-100%	$422.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	1,341	-1,341	-100%	$412.0K	—	—	—
Squarepoint Ops LLC	N/A	—	1,294	-1,294	-100%	$397.5K	—	—	—
Headlands Technologies LLC	N/A	—	1,284	-1,284	-100%	$394.4K	—	—	—
IEQ Capital, LLC	N/A	—	1,035	-1,035	-100%	$317.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	972	-972	-100%	$298.6K	—	—	—
Atom Investors LP	N/A	—	816	-816	-100%	$250.6K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	801	-801	-100%	$246.0K	—	—	—
SG Americas Securities, LLC	N/A	—	798	-798	-100%	$245.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	783	-783	-100%	$240.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	783	-783	-100%	$240.5K	—	—	—
First Trust Advisors LP	N/A	—	778	-778	-100%	$239.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	753	-753	-100%	$231.3K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	749	-749	-100%	$230.1K	—	—	—
Royal Bank of Canada	N/A	—	715	-715	-100%	$219.0K	—	—	—
New York State Common Retirement Fund	N/A	—	713	-713	-100%	$219.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	707	-707	-100%	$217.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	697	-697	-100%	$214.1K	—	—	—
Canada Pension Plan Investment Board	N/A	—	680	-680	-100%	$208.9K	—	—	—
McNamara Financial Services, Inc.	N/A	—	675	-675	-100%	$207.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	542	-542	-100%	$166.5K	—	—	—
FMR LLC	N/A	—	371	-371	-100%	$113.9K	—	—	—
Arax Advisory Partners	N/A	—	242	-242	-100%	$74.3K	—	—	—
Legal & General Group Plc	N/A	—	161	-161	-100%	$49.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	147	-147	-100%	$45.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	146	-146	-100%	$44.8K	—	—	—
Sachetta, LLC	N/A	—	56	-56	-100%	$17.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	40	-40	-100%	$12.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	38	-38	-100%	$11.7K	—	—	—
California State Teachers Retirement System	N/A	—	23	-23	-100%	$7.1K	—	—	—
Kilter Group LLC	N/A	—	17	-17	-100%	$5.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	16	-16	-100%	$4.9K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	11	-11	-100%	$3.4K	—	—	—
Optiver Holding B.V.	N/A	—	10	-10	-100%	$3.1K	—	—	—

Showing 144 of 144 institutions