Home Bancorp Inc (HBCP)

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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Dimensional Fund Advisors LP

INCREASED

Shares450,773 from 445,732

Change+5,041 (+1%)

Value$29.8M (-$763.5K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares181,713 from 184,801

Change-3,088 (-2%)

Value$12.0M (-$658.7K)

Filed 2026-11-06

Montz Harcus Wealth Management LLC

DECREASED

Shares63,787 from 94,750

Change-30,963 (-33%)

Value$4.2M (-$2.3M)

Filed 2026-10-09

Summit Financial Wealth Advisors, LLC

INCREASED

Shares39,737 from 39,721

Change+16 (+0%)

Value$2.6M (-$96.6K)

Filed 2026-10-15

LSV Asset Management

UNCHANGED

Shares38,725 from 38,725

Change0 (0%)

Value$2.6M (-$95.0K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares35,592 from 35,446

Change+146 (+0%)

Value$2.4M (-$77.6K)

Filed 2026-11-05

Principal Financial Group Inc

NEW

Shares31,929

Change+31,929

Value$2.1M

Filed 2026-11-02

Creative Planning

INCREASED

Shares21,299 from 11,982

Change+9,317 (+78%)

Value$1.4M (+$586.0K)

Filed 2026-11-02

Cullen Investment Group, Ltd.

DECREASED

Shares20,708 from 21,092

Change-384 (-2%)

Value$1.4M (-$73.4K)

Filed 2026-10-13

Strs Ohio

INCREASED

Shares13,900 from 10,500

Change+3,400 (+32%)

Value$918.2K (+$198.8K)

Filed 2026-10-30

SummerHaven Investment Management, LLC

NEW

Shares13,473

Change+13,473

Value$890.0K

Filed 2026-10-19

Russell Investments Group, Ltd.

DECREASED

Shares8,650 from 18,023

Change-9,373 (-52%)

Value$571.4K (-$663.5K)

Filed 2026-11-06

Eagle Capital Management, LLC

UNCHANGED

Shares8,300 from 8,300

Change0 (0%)

Value$548.0K (+$547.4K)

Filed 2026-10-19

Citigroup Inc

DECREASED

Shares7,156 from 11,035

Change-3,879 (-35%)

Value$472.7K (-$283.4K)

Filed 2026-11-04

BCM Advisors, LLC

INCREASED

Shares6,275 from 6,251

Change+24 (+0%)

Value$380.4K (-$58.5K)

Filed 2026-11-03

LPL Financial LLC

DECREASED

Shares6,049 from 6,074

Change-25 (0%)

Value$399.6K (-$16.6K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares6,029 from 6,900

Change-871 (-13%)

Value$398.3K (-$74.5K)

Filed 2026-11-06

Steel Grove Capital Advisors, LLC

INCREASED

Shares5,881 from 5,870

Change+11 (+0%)

Value$388.5K (-$13.7K)

Filed 2026-10-13

Broussard Financial Group LLC

UNCHANGED

Shares5,150 from 5,150

Change0 (0%)

Value$340.2K (-$12.7K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,984 from 4,850

Change+134 (+3%)

Value$332.4K (+$3.2K)

Filed 2026-10-13

Barclays PLC

DECREASED

Shares4,787 from 7,326

Change-2,539 (-35%)

Value$316.2K (-$185.7K)

Filed 2026-11-06

R Squared Ltd

NEW

Shares4,298

Change+4,298

Value$283.9K

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares3,805 from 3,809

Change-4 (0%)

Value$251.4K (-$9.6K)

Filed 2026-10-22

Stone Wealth Partners

NEW

Shares3,066

Change+3,066

Value$203.2K

Filed 2026-11-05

Canton Hathaway, LLC

INCREASED

Shares2,212 from 2,201

Change+11 (+1%)

Value$146.1K (-$4.8K)

Filed 2026-10-23

Gamma Investing LLC

INCREASED

Shares1,641 from 1,430

Change+211 (+15%)

Value$108.4K (+$10.4K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,415 from 1,415

Change0 (0%)

Value$93.5K (-$3.5K)

Filed 2026-10-20

PNC Financial Services Group, Inc.

INCREASED

Shares1,103 from 499

Change+604 (+121%)

Value$72.9K (+$38.7K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares500 from 472

Change+28 (+6%)

Value$33.0K (+$690)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares461 from 51

Change+410 (+804%)

Value$30.5K (+$27.0K)

Filed 2026-10-08

Allworth Financial LP

NEW

Shares437

Change+437

Value$29.9K

Filed 2026-11-06

Cullen T Bankers, Inc.

INCREASED

Shares409 from 375

Change+34 (+9%)

Value$27.0K (+$1.3K)

Filed 2026-10-28

Fortitude Family Office, LLC

INCREASED

Shares339 from 4

Change+335 (+8375%)

Value$22.4K (+$22.1K)

Filed 2026-10-14

State of Alaska, Department of Revenue

UNCHANGED

Shares308 from 308

Change0 (0%)

Value$20 (-$21.0K)

Filed 2026-10-15

Harbor Capital Advisors, Inc.

DECREASED

Shares181 from 187

Change-6 (-3%)

Value$12.0K (+$12.0K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares169 from 169

Change0 (0%)

Value$11.2K (-$416)

Filed 2026-10-16

Pension & Wealth Management Advisors, Inc.

NEW

Shares126

Change+126

Value$8.3K

Filed 2026-10-16

Compass Financial Management LLC

DECREASED

Shares96 from 24,105

Change-24,009 (-100%)

Value$6.3K (-$1.6M)

Filed 2026-10-30

Essential Partners LLC

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$5.3K (-$197)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares72 from 16

Change+56 (+350%)

Value$4.8K (+$3.7K)

Filed 2026-10-26

Parallel Advisors, LLC

INCREASED

Shares47 from 33

Change+14 (+42%)

Value$3.1K (+$844)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares46

Change+46

Value$3.0K

Filed 2026-10-21

Simplex Trading, LLC

NEW

Shares35

Change+35

Value$2.3K

Filed 2026-11-04

True Wealth Design, LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.4K (-$51)

Filed 2026-10-13

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.2K (-$44)

Filed 2026-10-05

Versant Capital Management, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$1.1K (-$39)

Filed 2026-10-02

Fifth Third Bancorp

INCREASED

Shares13 from 10

Change+3 (+30%)

Value$859 (+$174)

Filed 2026-11-05

Signaturefd, LLC

NEW

Shares9

Change+9

Value$595

Filed 2026-10-23

Clearstead Advisors, LLC

DECREASED

Shares4 from 12

Change-8 (-67%)

Value$265 (-$559)

Filed 2026-11-06

GK Wealth Management LLC

NEW

Shares2

Change+2

Value$132

Filed 2026-10-09

Elevation Point Wealth Partners, LLC

CLOSED

Shares0 from 15,648

Change-15,648 (-100%)

Value$0 (-$1.1M)

Filed 2026-11-05

Alps Advisors Inc

CLOSED

Shares0 from 8,670

Change-8,670 (-100%)

Value$0 (-$594.1K)

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 8,386

Change-8,386 (-100%)

Value$0 (-$574.6K)

Filed 2026-10-16

Princeton Capital Management LLC

CLOSED

Shares0 from 3,003

Change-3,003 (-100%)

Value$0 (-$205.8K)

Filed 2026-10-27

Covestor Ltd

CLOSED

Shares0 from 181

Change-181 (-100%)

Value$0 (-$12)

Filed 2026-10-30

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-29

Avion Wealth

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$1)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 490,262

Change-490,262 (-100%)

Value—

State Street Corp

N/A

Shares— from 345,070

Change-345,070 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 296,741

Change-296,741 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 219,100

Change-219,100 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 168,749

Change-168,749 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 125,407

Change-125,407 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 114,543

Change-114,543 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 104,032

Change-104,032 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 102,377

Change-102,377 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 92,282

Change-92,282 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 82,962

Change-82,962 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 63,300

Change-63,300 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 55,273

Change-55,273 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 52,468

Change-52,468 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 51,602

Change-51,602 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 49,266

Change-49,266 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 48,055

Change-48,055 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 47,786

Change-47,786 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 45,421

Change-45,421 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 43,172

Change-43,172 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 32,532

Change-32,532 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 31,271

Change-31,271 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 30,703

Change-30,703 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 28,840

Change-28,840 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 28,628

Change-28,628 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 25,693

Change-25,693 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 22,985

Change-22,985 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 20,236

Change-20,236 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 18,264

Change-18,264 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,379

Change-16,379 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 15,648

Change-15,648 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 13,973

Change-13,973 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 13,460

Change-13,460 (-100%)

Value—

Crawford Fund Management, LLC

N/A

Shares— from 12,947

Change-12,947 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,906

Change-12,906 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,709

Change-12,709 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,696

Change-12,696 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 12,532

Change-12,532 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,917

Change-11,917 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 11,804

Change-11,804 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 11,238

Change-11,238 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 10,747

Change-10,747 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,505

Change-10,505 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 9,412

Change-9,412 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 9,086

Change-9,086 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 8,597

Change-8,597 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 8,450

Change-8,450 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,269

Change-8,269 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 8,135

Change-8,135 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,986

Change-7,986 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 7,752

Change-7,752 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,423

Change-7,423 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,057

Change-7,057 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,101

Change-6,101 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 6,100

Change-6,100 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 6,076

Change-6,076 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,806

Change-5,806 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 5,360

Change-5,360 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 5,294

Change-5,294 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 5,102

Change-5,102 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,049

Change-5,049 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 4,526

Change-4,526 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 4,124

Change-4,124 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 4,054

Change-4,054 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 4,017

Change-4,017 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,859

Change-3,859 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 3,708

Change-3,708 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 3,259

Change-3,259 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,257

Change-3,257 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,160

Change-3,160 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,142

Change-3,142 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 2,960

Change-2,960 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,827

Change-1,827 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 1,536

Change-1,536 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 679

Change-679 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 638

Change-638 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 613

Change-613 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 478

Change-478 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 271

Change-271 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 255

Change-255 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 96

Change-96 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 36

Change-36 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Quarry LP

N/A

Shares— from 25

Change-25 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 24

Change-24 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 12

Change-12 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	450,773	445,732	+5,041	+1%	$30.5M	$29.8M	-$763.5K	2026-11-04
Geode Capital Management, LLC	DECREASED	181,713	184,801	-3,088	-2%	$12.7M	$12.0M	-$658.7K	2026-11-06
Montz Harcus Wealth Management LLC	DECREASED	63,787	94,750	-30,963	-33%	$6.5M	$4.2M	-$2.3M	2026-10-09
Summit Financial Wealth Advisors, LLC	INCREASED	39,737	39,721	+16	+0%	$2.7M	$2.6M	-$96.6K	2026-10-15
LSV Asset Management	UNCHANGED	38,725	38,725	0	0%	$2.7M	$2.6M	-$95.0K	2026-11-06
Bank of New York Mellon Corp	INCREASED	35,592	35,446	+146	+0%	$2.4M	$2.4M	-$77.6K	2026-11-05
Principal Financial Group Inc	NEW	31,929	—	+31,929	—	—	$2.1M	—	2026-11-02
Creative Planning	INCREASED	21,299	11,982	+9,317	+78%	$821.0K	$1.4M	+$586.0K	2026-11-02
Cullen Investment Group, Ltd.	DECREASED	20,708	21,092	-384	-2%	$1.4M	$1.4M	-$73.4K	2026-10-13
Strs Ohio	INCREASED	13,900	10,500	+3,400	+32%	$719.5K	$918.2K	+$198.8K	2026-10-30
SummerHaven Investment Management, LLC	NEW	13,473	—	+13,473	—	—	$890.0K	—	2026-10-19
Russell Investments Group, Ltd.	DECREASED	8,650	18,023	-9,373	-52%	$1.2M	$571.4K	-$663.5K	2026-11-06
Eagle Capital Management, LLC	UNCHANGED	8,300	8,300	0	0%	$569	$548.0K	+$547.4K	2026-10-19
Citigroup Inc	DECREASED	7,156	11,035	-3,879	-35%	$756.1K	$472.7K	-$283.4K	2026-11-04
BCM Advisors, LLC	INCREASED	6,275	6,251	+24	+0%	$438.8K	$380.4K	-$58.5K	2026-11-03
LPL Financial LLC	DECREASED	6,049	6,074	-25	0%	$416.2K	$399.6K	-$16.6K	2026-11-06
Deutsche Bank Ag\	DECREASED	6,029	6,900	-871	-13%	$472.8K	$398.3K	-$74.5K	2026-11-06
Steel Grove Capital Advisors, LLC	INCREASED	5,881	5,870	+11	+0%	$402.2K	$388.5K	-$13.7K	2026-10-13
Broussard Financial Group LLC	UNCHANGED	5,150	5,150	0	0%	$352.9K	$340.2K	-$12.7K	2026-10-26
Wealth Enhancement Advisory Services, LLC	INCREASED	4,984	4,850	+134	+3%	$329.2K	$332.4K	+$3.2K	2026-10-13
Barclays PLC	DECREASED	4,787	7,326	-2,539	-35%	$502.0K	$316.2K	-$185.7K	2026-11-06
R Squared Ltd	NEW	4,298	—	+4,298	—	—	$283.9K	—	2026-11-06
Sterling Capital Management LLC	DECREASED	3,805	3,809	-4	0%	$261.0K	$251.4K	-$9.6K	2026-10-22
Stone Wealth Partners	NEW	3,066	—	+3,066	—	—	$203.2K	—	2026-11-05
Canton Hathaway, LLC	INCREASED	2,212	2,201	+11	+1%	$150.9K	$146.1K	-$4.8K	2026-10-23
Gamma Investing LLC	INCREASED	1,641	1,430	+211	+15%	$98.0K	$108.4K	+$10.4K	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	1,415	1,415	0	0%	$97.0K	$93.5K	-$3.5K	2026-10-20
PNC Financial Services Group, Inc.	INCREASED	1,103	499	+604	+121%	$34.2K	$72.9K	+$38.7K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	500	472	+28	+6%	$32.3K	$33.0K	+$690	2026-11-04
Farther Finance Advisors, LLC	INCREASED	461	51	+410	+804%	$3.5K	$30.5K	+$27.0K	2026-10-08
Allworth Financial LP	NEW	437	—	+437	—	—	$29.9K	—	2026-11-06
Cullen T Bankers, Inc.	INCREASED	409	375	+34	+9%	$25.7K	$27.0K	+$1.3K	2026-10-28
Fortitude Family Office, LLC	INCREASED	339	4	+335	+8375%	$274	$22.4K	+$22.1K	2026-10-14
State of Alaska, Department of Revenue	UNCHANGED	308	308	0	0%	$21.0K	$20	-$21.0K	2026-10-15
Harbor Capital Advisors, Inc.	DECREASED	181	187	-6	-3%	$13	$12.0K	+$12.0K	2026-10-22
IFP Advisors, Inc	UNCHANGED	169	169	0	0%	$11.6K	$11.2K	-$416	2026-10-16
Pension & Wealth Management Advisors, Inc.	NEW	126	—	+126	—	—	$8.3K	—	2026-10-16
Compass Financial Management LLC	DECREASED	96	24,105	-24,009	-100%	$1.7M	$6.3K	-$1.6M	2026-10-30
Essential Partners LLC	UNCHANGED	80	80	0	0%	$5.5K	$5.3K	-$197	2026-10-14
SJS Investment Consulting Inc.	INCREASED	72	16	+56	+350%	$1.1K	$4.8K	+$3.7K	2026-10-26
Parallel Advisors, LLC	INCREASED	47	33	+14	+42%	$2.3K	$3.1K	+$844	2026-11-03
Root Financial Partners, LLC	NEW	46	—	+46	—	—	$3.0K	—	2026-10-21
Simplex Trading, LLC	NEW	35	—	+35	—	—	$2.3K	—	2026-11-04
True Wealth Design, LLC	UNCHANGED	21	21	0	0%	$1.4K	$1.4K	-$51	2026-10-13
MassMutual Private Wealth & Trust, FSB	UNCHANGED	18	18	0	0%	$1.2K	$1.2K	-$44	2026-10-05
Versant Capital Management, Inc	UNCHANGED	16	16	0	0%	$1.1K	$1.1K	-$39	2026-10-02
Fifth Third Bancorp	INCREASED	13	10	+3	+30%	$685	$859	+$174	2026-11-05
Signaturefd, LLC	NEW	9	—	+9	—	—	$595	—	2026-10-23
Clearstead Advisors, LLC	DECREASED	4	12	-8	-67%	$824	$265	-$559	2026-11-06
GK Wealth Management LLC	NEW	2	—	+2	—	—	$132	—	2026-10-09
Elevation Point Wealth Partners, LLC	CLOSED	0	15,648	-15,648	-100%	$1.1M	$0	-$1.1M	2026-11-05
Alps Advisors Inc	CLOSED	0	8,670	-8,670	-100%	$594.1K	$0	-$594.1K	2026-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	8,386	-8,386	-100%	$574.6K	$0	-$574.6K	2026-10-16
Princeton Capital Management LLC	CLOSED	0	3,003	-3,003	-100%	$205.8K	$0	-$205.8K	2026-10-27
Covestor Ltd	CLOSED	0	181	-181	-100%	$12	$0	-$12	2026-10-30
Spectrum Wealth Advisory Group, LLC	CLOSED	0	28	-28	-100%	$1.9K	$0	-$1.9K	2026-10-29
Avion Wealth	CLOSED	0	15	-15	-100%	$1	$0	-$1	2026-11-04
BlackRock, Inc.	N/A	—	490,262	-490,262	-100%	$33.6M	—	—	—
State Street Corp	N/A	—	345,070	-345,070	-100%	$23.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	296,741	-296,741	-100%	$20.3M	—	—	—
American Century Companies Inc	N/A	—	219,100	-219,100	-100%	$15.0M	—	—	—
AQR Capital Management LLC	N/A	—	168,749	-168,749	-100%	$11.6M	—	—	—
Two Sigma Investments, LP	N/A	—	125,407	-125,407	-100%	$8.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	114,543	-114,543	-100%	$7.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	104,032	-104,032	-100%	$7.1M	—	—	—
Qube Research & Technologies Ltd	N/A	—	102,377	-102,377	-100%	$7.0M	—	—	—
Acadian Asset Management LLC	N/A	—	92,282	-92,282	-100%	$6.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	82,962	-82,962	-100%	$5.7M	—	—	—
Northern Trust Corp	N/A	—	63,300	-63,300	-100%	$4.3M	—	—	—
Renaissance Technologies LLC	N/A	—	55,273	-55,273	-100%	$3.8M	—	—	—
Empowered Funds, LLC	N/A	—	52,468	-52,468	-100%	$3.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	51,602	-51,602	-100%	$3.5M	—	—	—
Morgan Stanley	N/A	—	49,266	-49,266	-100%	$3.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	48,055	-48,055	-100%	$3.3M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	47,786	-47,786	-100%	$3.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	45,421	-45,421	-100%	$3.1M	—	—	—
Trexquant Investment LP	N/A	—	43,172	-43,172	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	32,532	-32,532	-100%	$2.2M	—	—	—
Zacks Investment Management	N/A	—	31,271	-31,271	-100%	$2.1M	—	—	—
Millennium Management LLC	N/A	—	30,703	-30,703	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	28,840	-28,840	-100%	$2.0M	—	—	—
Globeflex Capital L P	N/A	—	28,628	-28,628	-100%	$2.0M	—	—	—
First Trust Advisors LP	N/A	—	25,693	-25,693	-100%	$1.8M	—	—	—
Maltese Capital Management LLC	N/A	—	25,000	-25,000	-100%	$1.7M	—	—	—
De Lisle Partners LLP	N/A	—	22,985	-22,985	-100%	$1.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	20,236	-20,236	-100%	$1.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	18,264	-18,264	-100%	$1.3M	—	—	—
UBS Group AG	N/A	—	16,379	-16,379	-100%	$1.1M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	15,648	-15,648	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	13,973	-13,973	-100%	$957.4K	—	—	—
IEQ Capital, LLC	N/A	—	13,460	-13,460	-100%	$922.3K	—	—	—
Crawford Fund Management, LLC	N/A	—	12,947	-12,947	-100%	$887.1K	—	—	—
JPMorgan Chase & Co	N/A	—	12,906	-12,906	-100%	$889.5K	—	—	—
Ameriprise Financial Inc	N/A	—	12,709	-12,709	-100%	$870.8K	—	—	—
XTX Topco Ltd	N/A	—	12,696	-12,696	-100%	$869.9K	—	—	—
GeoWealth Management, LLC	N/A	—	12,532	-12,532	-100%	$858.7K	—	—	—
Invesco Ltd.	N/A	—	11,917	-11,917	-100%	$816.6K	—	—	—
Victory Capital Management Inc	N/A	—	11,804	-11,804	-100%	$808.8K	—	—	—
Lazard Asset Management LLC	N/A	—	11,238	-11,238	-100%	$770.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	10,747	-10,747	-100%	$736.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,505	-10,505	-100%	$719.8K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	9,412	-9,412	-100%	$644.9K	—	—	—
Rafferty Asset Management, LLC	N/A	—	9,086	-9,086	-100%	$622.6K	—	—	—
Rhumbline Advisers	N/A	—	8,597	-8,597	-100%	$589.1K	—	—	—
Alliancebernstein L.P.	N/A	—	8,450	-8,450	-100%	$511.9K	—	—	—
SG Americas Securities, LLC	N/A	—	8,269	-8,269	-100%	$567.0K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	8,135	-8,135	-100%	$557.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,986	-7,986	-100%	$547.0K	—	—	—
Squarepoint Ops LLC	N/A	—	7,752	-7,752	-100%	$531.2K	—	—	—
Martingale Asset Management L P	N/A	—	7,507	-7,507	-100%	$514.4K	—	—	—
Mariner, LLC	N/A	—	7,423	-7,423	-100%	$508.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,057	-7,057	-100%	$483.5K	—	—	—
Wells Fargo & Company	N/A	—	6,101	-6,101	-100%	$418.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	6,100	-6,100	-100%	$418.0K	—	—	—
Voya Investment Management LLC	N/A	—	6,076	-6,076	-100%	$416.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	5,806	-5,806	-100%	$398.0K	—	—	—
Engineers Gate Manager LP	N/A	—	5,360	-5,360	-100%	$367.3K	—	—	—
SEI Investments Co	N/A	—	5,294	-5,294	-100%	$362.7K	—	—	—
GSA Capital Partners LLP	N/A	—	5,102	-5,102	-100%	$350.0K	—	—	—
Arax Advisory Partners	N/A	—	5,049	-5,049	-100%	$346.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	4,526	-4,526	-100%	$310.1K	—	—	—
Citadel Advisors LLC	N/A	—	4,124	-4,124	-100%	$282.6K	—	—	—
PDT Partners, LLC	N/A	—	4,054	-4,054	-100%	$277.8K	—	—	—
Quantbot Technologies LP	N/A	—	4,017	-4,017	-100%	$275.2K	—	—	—
FMR LLC	N/A	—	3,859	-3,859	-100%	$264.4K	—	—	—
Cerity Partners LLC	N/A	—	3,708	-3,708	-100%	$254.1K	—	—	—
Cetera Investment Advisers	N/A	—	3,259	-3,259	-100%	$223.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,257	-3,257	-100%	$223.2K	—	—	—
New York State Common Retirement Fund	N/A	—	3,160	-3,160	-100%	$216.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,142	-3,142	-100%	$215.3K	—	—	—
Prudential Financial Inc	N/A	—	2,960	-2,960	-100%	$202.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,800	-2,800	-100%	$191.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,827	-1,827	-100%	$125.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	1,536	-1,536	-100%	$105.2K	—	—	—
Legal & General Group Plc	N/A	—	679	-679	-100%	$46.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	638	-638	-100%	$43.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	613	-613	-100%	$42.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	478	-478	-100%	$32.8K	—	—	—
Royal Bank of Canada	N/A	—	271	-271	-100%	$18.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	255	-255	-100%	$17.5K	—	—	—
Rothschild Investment LLC	N/A	—	99	-99	-100%	$6.8K	—	—	—
California State Teachers Retirement System	N/A	—	96	-96	-100%	$6.6K	—	—	—
Optiver Holding B.V.	N/A	—	36	-36	-100%	$2.5K	—	—	—
Continuum Advisory, LLC	N/A	—	32	-32	-100%	$2.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	31	-31	-100%	$2.1K	—	—	—
Quarry LP	N/A	—	25	-25	-100%	$1.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	24	-24	-100%	$1.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	22	-22	-100%	$1.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	12	-12	-100%	$822	—	—	—
BFC Planning, Inc.	N/A	—	12	-12	-100%	$822	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	7	-7	-100%	$480	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	7	-7	-100%	$485	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$138	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$69	—	—	—

Showing 154 of 154 institutions