Mechanics Bancorp (MCHB)

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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Mechanics Bank Trust Department

UNCHANGED

Shares2,242,540 from 2,242,540

Change0 (0%)

Value$33.1M (-$2.5M)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares1,109,481 from 1,088,061

Change+21,420 (+2%)

Value$16.4M (-$902.0K)

Filed 2026-11-05

Dimensional Fund Advisors LP

DECREASED

Shares531,639 from 761,455

Change-229,816 (-30%)

Value$7.9M (-$4.2M)

Filed 2026-11-04

Simcoe Capital LLC

DECREASED

Shares448,408 from 507,384

Change-58,976 (-12%)

Value$6.6M (-$1.4M)

Filed 2026-11-05

Principal Financial Group Inc

NEW

Shares174,105

Change+174,105

Value$2.6M

Filed 2026-11-02

CenterBook Partners LP

DECREASED

Shares170,497 from 281,168

Change-110,671 (-39%)

Value$2.5M (-$2.0M)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares62,983 from 49,720

Change+13,263 (+27%)

Value$930.9K (+$140.3K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares35,139 from 31,801

Change+3,338 (+11%)

Value$519.4K (+$13.7K)

Filed 2026-10-08

Kestra Investment Management, LLC

NEW

Shares27,209

Change+27,209

Value$402.2K

Filed 2026-11-04

Burns Matteson Capital Management, LLC

DECREASED

Shares13,501 from 15,259

Change-1,758 (-12%)

Value$199.6K (-$43.1K)

Filed 2026-10-16

HUB Investment Partners, LLC

NEW

Shares11,980

Change+11,980

Value$177.1K

Filed 2026-11-03

Fifth Third Wealth Advisors LLC

NEW

Shares11,793

Change+11,793

Value$174.3K

Filed 2026-10-22

Anchyra Partners LLC

DECREASED

Shares11,586 from 11,858

Change-272 (-2%)

Value$171.2K (-$17.3K)

Filed 2026-10-13

Keybank National Association

INCREASED

Shares10,993 from 10,784

Change+209 (+2%)

Value$162.5K (-$9.0K)

Filed 2026-11-04

Creative Planning

NEW

Shares10,892

Change+10,892

Value$161.0K

Filed 2026-11-02

State of Alaska, Department of Revenue

NEW

Shares8,851

Change+8,851

Value$130

Filed 2026-10-15

Covestor Ltd

INCREASED

Shares7,595 from 4,530

Change+3,065 (+68%)

Value$112.0K (+$40.0K)

Filed 2026-10-30

Point Nemo Capital, LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$88.7K (-$6.7K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

UNCHANGED

Shares4,263 from 4,263

Change0 (0%)

Value$63.0K (-$4.8K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares3,538 from 3,460

Change+78 (+2%)

Value$52.3K (-$2.7K)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares2,927 from 2,442

Change+485 (+20%)

Value$43.3K (+$4.4K)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares2,861 from 2,588

Change+273 (+11%)

Value$42.3K (+$1.1K)

Filed 2026-11-05

Simplex Trading, LLC

NEW

Shares2,155

Change+2,155

Value$31.9K

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares2,090 from 1,981

Change+109 (+6%)

Value$30.9K (-$609)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,301 from 1,224

Change+77 (+6%)

Value$19.2K (-$233)

Filed 2026-10-08

Larson Financial Group LLC

DECREASED

Shares1,218 from 1,550

Change-332 (-21%)

Value$18.0K (-$6.6K)

Filed 2026-11-05

Hilltop National Bank

UNCHANGED

Shares1,040 from 1,040

Change0 (0%)

Value$15.4K (-$1.2K)

Filed 2026-10-14

Sterling Capital Management LLC

DECREASED

Shares779 from 810

Change-31 (-4%)

Value$11.5K (-$1.4K)

Filed 2026-10-22

Fortitude Family Office, LLC

INCREASED

Shares518 from 87

Change+431 (+495%)

Value$7.7K (+$6.3K)

Filed 2026-10-14

Versant Capital Management, Inc

INCREASED

Shares288 from 232

Change+56 (+24%)

Value$4.3K (+$568)

Filed 2026-10-02

Creative Financial Designs Inc

NEW

Shares192

Change+192

Value$2.8K

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares145

Change+145

Value$2.1K

Filed 2026-10-21

SBI Securities Co., Ltd.

INCREASED

Shares123 from 26

Change+97 (+373%)

Value$1.8K (+$1.4K)

Filed 2026-10-22

Silver Grove Financial Group, Inc.

DECREASED

Shares109 from 110

Change-1 (-1%)

Value$1.6K (-$138)

Filed 2026-11-05

Parkside Financial Bank & Trust

NEW

Shares95

Change+95

Value$1.4K

Filed 2026-10-27

Torren Management, LLC

INCREASED

Shares63 from 62

Change+1 (+2%)

Value$929 (-$61)

Filed 2026-10-29

Ascentis Wealth Management, LLC

NEW

Shares53

Change+53

Value$783

Filed 2026-11-03

Creative Capital Management Investments LLC

NEW

Shares44

Change+44

Value$650

Filed 2026-10-28

Blue Trust, Inc.

NEW

Shares33

Change+33

Value$488

Filed 2026-10-15

True Wealth Design, LLC

UNCHANGED

Shares23 from 23

Change0 (0%)

Value$340 (-$26)

Filed 2026-10-13

JFS Wealth Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$163 (-$12)

Filed 2026-11-03

SJS Investment Consulting Inc.

NEW

Shares6

Change+6

Value$89

Filed 2026-10-26

Hughes Financial Services, LLC

DECREASED

Shares5 from 6

Change-1 (-17%)

Value$73 (-$22)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares4

Change+4

Value$59

Filed 2026-10-30

Essential Partners LLC

DECREASED

Shares4 from 8

Change-4 (-50%)

Value$59 (-$68)

Filed 2026-10-14

IFP Advisors, Inc

NEW

Shares2

Change+2

Value$30

Filed 2026-10-16

Bay Harbor Wealth Management, LLC

NEW

Shares1

Change+1

Value$15

Filed 2026-11-03

DecisionPoint Financial, LLC

NEW

Shares1

Change+1

Value$15

Filed 2026-10-27

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$15 (-$1)

Filed 2026-10-26

Sierra Summit Advisors LLC

CLOSED

Shares0 from 63,203

Change-63,203 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-28

Stone House Investment Management, LLC

CLOSED

Shares0 from 307

Change-307 (-100%)

Value$0 (-$4.9K)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 138

Change-138 (-100%)

Value$0 (-$2.2K)

Filed 2026-10-29

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$32)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 3,082,045

Change-3,082,045 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,722,446

Change-1,722,446 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,649,674

Change-1,649,674 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,377,662

Change-1,377,662 (-100%)

Value—

GW&K Investment Management, LLC

N/A

Shares— from 1,360,299

Change-1,360,299 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 1,115,781

Change-1,115,781 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 532,287

Change-532,287 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 512,727

Change-512,727 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 507,019

Change-507,019 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 452,348

Change-452,348 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 449,959

Change-449,959 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 418,892

Change-418,892 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 392,567

Change-392,567 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 392,493

Change-392,493 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 354,036

Change-354,036 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 353,216

Change-353,216 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 318,288

Change-318,288 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 318,115

Change-318,115 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 303,976

Change-303,976 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 300,888

Change-300,888 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 269,588

Change-269,588 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 257,233

Change-257,233 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 253,348

Change-253,348 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 175,000

Change-175,000 (-100%)

Value—

CCG Wealth Management, LLC

N/A

Shares— from 171,041

Change-171,041 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 123,340

Change-123,340 (-100%)

Value—

UBS Group AG

N/A

Shares— from 116,457

Change-116,457 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 103,285

Change-103,285 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 98,882

Change-98,882 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 97,997

Change-97,997 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 94,733

Change-94,733 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 91,017

Change-91,017 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 84,017

Change-84,017 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 75,298

Change-75,298 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 73,901

Change-73,901 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 64,910

Change-64,910 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 60,462

Change-60,462 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 57,315

Change-57,315 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 51,283

Change-51,283 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 50,061

Change-50,061 (-100%)

Value—

Barclays PLC

N/A

Shares— from 49,965

Change-49,965 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 47,997

Change-47,997 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 46,628

Change-46,628 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 45,956

Change-45,956 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 45,500

Change-45,500 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 45,188

Change-45,188 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 44,933

Change-44,933 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 44,800

Change-44,800 (-100%)

Value—

DRW Securities, LLC

N/A

Shares— from 41,070

Change-41,070 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 40,501

Change-40,501 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 39,737

Change-39,737 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 39,017

Change-39,017 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 34,581

Change-34,581 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 30,555

Change-30,555 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 30,071

Change-30,071 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 29,912

Change-29,912 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 29,823

Change-29,823 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 25,473

Change-25,473 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 23,585

Change-23,585 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 23,060

Change-23,060 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 22,379

Change-22,379 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 20,488

Change-20,488 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 19,987

Change-19,987 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 19,951

Change-19,951 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 19,531

Change-19,531 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 19,108

Change-19,108 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 18,942

Change-18,942 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 18,502

Change-18,502 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 17,628

Change-17,628 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 17,403

Change-17,403 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 16,466

Change-16,466 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 16,311

Change-16,311 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 15,948

Change-15,948 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,104

Change-15,104 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 14,300

Change-14,300 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,278

Change-14,278 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 14,217

Change-14,217 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 13,914

Change-13,914 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 13,853

Change-13,853 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 13,779

Change-13,779 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,540

Change-11,540 (-100%)

Value—

FMR LLC

N/A

Shares— from 11,429

Change-11,429 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 10,574

Change-10,574 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,493

Change-10,493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,011

Change-9,011 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 6,890

Change-6,890 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,347

Change-4,347 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 4,305

Change-4,305 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,937

Change-3,937 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,744

Change-2,744 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,170

Change-1,170 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 599

Change-599 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 553

Change-553 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 335

Change-335 (-100%)

Value—

Quarry LP

N/A

Shares— from 196

Change-196 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 178

Change-178 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 172

Change-172 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 165

Change-165 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 162

Change-162 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 112

Change-112 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 94

Change-94 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Mechanics Bank Trust Department	UNCHANGED	2,242,540	2,242,540	0	0%	$35.7M	$33.1M	-$2.5M	2026-10-13
Bank of New York Mellon Corp	INCREASED	1,109,481	1,088,061	+21,420	+2%	$17.3M	$16.4M	-$902.0K	2026-11-05
Dimensional Fund Advisors LP	DECREASED	531,639	761,455	-229,816	-30%	$12.1M	$7.9M	-$4.2M	2026-11-04
Simcoe Capital LLC	DECREASED	448,408	507,384	-58,976	-12%	$8.1M	$6.6M	-$1.4M	2026-11-05
Principal Financial Group Inc	NEW	174,105	—	+174,105	—	—	$2.6M	—	2026-11-02
CenterBook Partners LP	DECREASED	170,497	281,168	-110,671	-39%	$4.5M	$2.5M	-$2.0M	2026-11-02
Citigroup Inc	INCREASED	62,983	49,720	+13,263	+27%	$790.5K	$930.9K	+$140.3K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	35,139	31,801	+3,338	+11%	$505.6K	$519.4K	+$13.7K	2026-10-08
Kestra Investment Management, LLC	NEW	27,209	—	+27,209	—	—	$402.2K	—	2026-11-04
Burns Matteson Capital Management, LLC	DECREASED	13,501	15,259	-1,758	-12%	$242.6K	$199.6K	-$43.1K	2026-10-16
HUB Investment Partners, LLC	NEW	11,980	—	+11,980	—	—	$177.1K	—	2026-11-03
Fifth Third Wealth Advisors LLC	NEW	11,793	—	+11,793	—	—	$174.3K	—	2026-10-22
Anchyra Partners LLC	DECREASED	11,586	11,858	-272	-2%	$188.5K	$171.2K	-$17.3K	2026-10-13
Keybank National Association	INCREASED	10,993	10,784	+209	+2%	$171.5K	$162.5K	-$9.0K	2026-11-04
Creative Planning	NEW	10,892	—	+10,892	—	—	$161.0K	—	2026-11-02
State of Alaska, Department of Revenue	NEW	8,851	—	+8,851	—	—	$130	—	2026-10-15
Covestor Ltd	INCREASED	7,595	4,530	+3,065	+68%	$72.0K	$112.0K	+$40.0K	2026-10-30
Point Nemo Capital, LLC	UNCHANGED	6,000	6,000	0	0%	$95.4K	$88.7K	-$6.7K	2026-11-03
Nisa Investment Advisors, LLC	UNCHANGED	4,263	4,263	0	0%	$67.8K	$63.0K	-$4.8K	2026-10-20
Assetmark, Inc	INCREASED	3,538	3,460	+78	+2%	$55.0K	$52.3K	-$2.7K	2026-10-21
Parallel Advisors, LLC	INCREASED	2,927	2,442	+485	+20%	$38.8K	$43.3K	+$4.4K	2026-11-03
Fifth Third Bancorp	INCREASED	2,861	2,588	+273	+11%	$41.1K	$42.3K	+$1.1K	2026-11-05
Simplex Trading, LLC	NEW	2,155	—	+2,155	—	—	$31.9K	—	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	2,090	1,981	+109	+6%	$31.5K	$30.9K	-$609	2026-11-04
Gamma Investing LLC	INCREASED	1,301	1,224	+77	+6%	$19.5K	$19.2K	-$233	2026-10-08
Larson Financial Group LLC	DECREASED	1,218	1,550	-332	-21%	$24.6K	$18.0K	-$6.6K	2026-11-05
Hilltop National Bank	UNCHANGED	1,040	1,040	0	0%	$16.5K	$15.4K	-$1.2K	2026-10-14
Sterling Capital Management LLC	DECREASED	779	810	-31	-4%	$12.9K	$11.5K	-$1.4K	2026-10-22
Fortitude Family Office, LLC	INCREASED	518	87	+431	+495%	$1.4K	$7.7K	+$6.3K	2026-10-14
Versant Capital Management, Inc	INCREASED	288	232	+56	+24%	$3.7K	$4.3K	+$568	2026-10-02
Creative Financial Designs Inc	NEW	192	—	+192	—	—	$2.8K	—	2026-11-04
Root Financial Partners, LLC	NEW	145	—	+145	—	—	$2.1K	—	2026-10-21
SBI Securities Co., Ltd.	INCREASED	123	26	+97	+373%	$413	$1.8K	+$1.4K	2026-10-22
Silver Grove Financial Group, Inc.	DECREASED	109	110	-1	-1%	$1.7K	$1.6K	-$138	2026-11-05
Parkside Financial Bank & Trust	NEW	95	—	+95	—	—	$1.4K	—	2026-10-27
Torren Management, LLC	INCREASED	63	62	+1	+2%	$990	$929	-$61	2026-10-29
Ascentis Wealth Management, LLC	NEW	53	—	+53	—	—	$783	—	2026-11-03
Creative Capital Management Investments LLC	NEW	44	—	+44	—	—	$650	—	2026-10-28
Blue Trust, Inc.	NEW	33	—	+33	—	—	$488	—	2026-10-15
True Wealth Design, LLC	UNCHANGED	23	23	0	0%	$366	$340	-$26	2026-10-13
JFS Wealth Advisors, LLC	UNCHANGED	11	11	0	0%	$175	$163	-$12	2026-11-03
SJS Investment Consulting Inc.	NEW	6	—	+6	—	—	$89	—	2026-10-26
Hughes Financial Services, LLC	DECREASED	5	6	-1	-17%	$95	$73	-$22	2026-10-30
Provenance Wealth Advisors, LLC	NEW	4	—	+4	—	—	$59	—	2026-10-30
Essential Partners LLC	DECREASED	4	8	-4	-50%	$127	$59	-$68	2026-10-14
IFP Advisors, Inc	NEW	2	—	+2	—	—	$30	—	2026-10-16
Bay Harbor Wealth Management, LLC	NEW	1	—	+1	—	—	$15	—	2026-11-03
DecisionPoint Financial, LLC	NEW	1	—	+1	—	—	$15	—	2026-10-27
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$16	$15	-$1	2026-10-26
Sierra Summit Advisors LLC	CLOSED	0	63,203	-63,203	-100%	$1.0M	$0	-$1.0M	2026-10-28
Stone House Investment Management, LLC	CLOSED	0	307	-307	-100%	$4.9K	$0	-$4.9K	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	138	-138	-100%	$2.2K	$0	-$2.2K	2026-10-29
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2	-2	-100%	$32	$0	-$32	2026-10-07
BlackRock, Inc.	N/A	—	3,082,045	-3,082,045	-100%	$49.0M	—	—	—
State Street Corp	N/A	—	1,722,446	-1,722,446	-100%	$27.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,649,674	-1,649,674	-100%	$26.2M	—	—	—
Geode Capital Management, LLC	N/A	—	1,377,662	-1,377,662	-100%	$21.9M	—	—	—
GW&K Investment Management, LLC	N/A	—	1,360,299	-1,360,299	-100%	$21.6M	—	—	—
Composition Wealth, LLC	N/A	—	1,115,781	-1,115,781	-100%	$17.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	532,287	-532,287	-100%	$8.5M	—	—	—
Sculptor Capital LP	N/A	—	512,727	-512,727	-100%	$8.2M	—	—	—
Two Sigma Investments, LP	N/A	—	507,019	-507,019	-100%	$8.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	452,348	-452,348	-100%	$7.2M	—	—	—
J. Goldman & Co LP	N/A	—	449,959	-449,959	-100%	$7.2M	—	—	—
Renaissance Technologies LLC	N/A	—	418,892	-418,892	-100%	$6.7M	—	—	—
Citadel Advisors LLC	N/A	—	392,567	-392,567	-100%	$6.2M	—	—	—
Alliancebernstein L.P.	N/A	—	392,493	-392,493	-100%	$5.8M	—	—	—
Northern Trust Corp	N/A	—	354,036	-354,036	-100%	$5.6M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	353,216	-353,216	-100%	$5.6M	—	—	—
Morgan Stanley	N/A	—	318,288	-318,288	-100%	$5.1M	—	—	—
First Trust Advisors LP	N/A	—	318,115	-318,115	-100%	$5.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	303,976	-303,976	-100%	$4.8M	—	—	—
Nuveen, LLC	N/A	—	300,888	-300,888	-100%	$4.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	269,588	-269,588	-100%	$4.3M	—	—	—
Squarepoint Ops LLC	N/A	—	257,233	-257,233	-100%	$4.1M	—	—	—
Pinnacle Holdings, LLC	N/A	—	253,348	-253,348	-100%	$4.0M	—	—	—
Maltese Capital Management LLC	N/A	—	175,000	-175,000	-100%	$2.8M	—	—	—
CCG Wealth Management, LLC	N/A	—	171,041	-171,041	-100%	$2.7M	—	—	—
HRT Financial LP	N/A	—	123,340	-123,340	-100%	$2.0M	—	—	—
UBS Group AG	N/A	—	116,457	-116,457	-100%	$1.9M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	103,285	-103,285	-100%	$1.6M	—	—	—
Numerai GP LLC	N/A	—	98,882	-98,882	-100%	$1.6M	—	—	—
Jump Financial, LLC	N/A	—	97,997	-97,997	-100%	$1.6M	—	—	—
Waverly Advisors, LLC	N/A	—	94,733	-94,733	-100%	$1.5M	—	—	—
Voya Investment Management LLC	N/A	—	91,017	-91,017	-100%	$1.4M	—	—	—
Bank of America Corp	N/A	—	84,017	-84,017	-100%	$1.3M	—	—	—
Boothbay Fund Management, LLC	N/A	—	75,298	-75,298	-100%	$1.2M	—	—	—
Kennedy Capital Management LLC	N/A	—	73,901	-73,901	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	64,910	-64,910	-100%	$1.0M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	60,462	-60,462	-100%	$961.3K	—	—	—
PDT Partners, LLC	N/A	—	57,315	-57,315	-100%	$911.3K	—	—	—
Atom Investors LP	N/A	—	51,283	-51,283	-100%	$815.4K	—	—	—
Rhumbline Advisers	N/A	—	50,061	-50,061	-100%	$796.0K	—	—	—
Barclays PLC	N/A	—	49,965	-49,965	-100%	$794.4K	—	—	—
Invesco Ltd.	N/A	—	47,997	-47,997	-100%	$763.2K	—	—	—
Weiss Asset Management LP	N/A	—	46,628	-46,628	-100%	$741.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	45,956	-45,956	-100%	$730.7K	—	—	—
Jain Global LLC	N/A	—	45,500	-45,500	-100%	$723.5K	—	—	—
Odyssean, LLC	N/A	—	45,188	-45,188	-100%	$718.5K	—	—	—
Graham Capital Management, L.P.	N/A	—	44,933	-44,933	-100%	$714.4K	—	—	—
State of Wisconsin Investment Board	N/A	—	44,800	-44,800	-100%	$712.3K	—	—	—
DRW Securities, LLC	N/A	—	41,070	-41,070	-100%	$653.0K	—	—	—
Price T Rowe Associates Inc	N/A	—	40,501	-40,501	-100%	$644.0K	—	—	—
Deutsche Bank Ag\	N/A	—	39,737	-39,737	-100%	$631.8K	—	—	—
Rafferty Asset Management, LLC	N/A	—	39,017	-39,017	-100%	$620.4K	—	—	—
Wells Fargo & Company	N/A	—	34,581	-34,581	-100%	$549.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	30,555	-30,555	-100%	$485.8K	—	—	—
Millennium Management LLC	N/A	—	30,071	-30,071	-100%	$478.1K	—	—	—
HSBC Holdings PLC	N/A	—	29,912	-29,912	-100%	$475.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	29,823	-29,823	-100%	$474.2K	—	—	—
JPMorgan Chase & Co	N/A	—	25,473	-25,473	-100%	$440.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	23,585	-23,585	-100%	$375.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	23,060	-23,060	-100%	$366.7K	—	—	—
SG Americas Securities, LLC	N/A	—	22,379	-22,379	-100%	$356.0K	—	—	—
Magnetar Financial LLC	N/A	—	20,488	-20,488	-100%	$325.8K	—	—	—
Arax Advisory Partners	N/A	—	19,987	-19,987	-100%	$317.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	19,951	-19,951	-100%	$317.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	19,531	-19,531	-100%	$310.5K	—	—	—
LPL Financial LLC	N/A	—	19,108	-19,108	-100%	$303.8K	—	—	—
Raymond James Financial Inc	N/A	—	18,942	-18,942	-100%	$301.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	18,502	-18,502	-100%	$294.2K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	17,628	-17,628	-100%	$280.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	17,403	-17,403	-100%	$276.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	16,466	-16,466	-100%	$261.8K	—	—	—
Shay Capital LLC	N/A	—	16,311	-16,311	-100%	$259.3K	—	—	—
Bleakley Financial Group, LLC	N/A	—	15,948	-15,948	-100%	$253.6K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,104	-15,104	-100%	$240.2K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	14,300	-14,300	-100%	$227.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,278	-14,278	-100%	$227.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	14,217	-14,217	-100%	$226.1K	—	—	—
Canada Life Assurance Co	N/A	—	13,914	-13,914	-100%	$221.0K	—	—	—
New York State Common Retirement Fund	N/A	—	13,853	-13,853	-100%	$220.3K	—	—	—
SEI Investments Co	N/A	—	13,779	-13,779	-100%	$219.1K	—	—	—
AQR Capital Management LLC	N/A	—	11,540	-11,540	-100%	$183.5K	—	—	—
FMR LLC	N/A	—	11,429	-11,429	-100%	$181.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	10,574	-10,574	-100%	$168.1K	—	—	—
Stifel Financial Corp	N/A	—	10,493	-10,493	-100%	$166.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,011	-9,011	-100%	$143.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	6,890	-6,890	-100%	$109.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,347	-4,347	-100%	$69.1K	—	—	—
Legal & General Group Plc	N/A	—	4,305	-4,305	-100%	$68.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,937	-3,937	-100%	$62.6K	—	—	—
Royal Bank of Canada	N/A	—	2,744	-2,744	-100%	$43.0K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,170	-1,170	-100%	$18.6K	—	—	—
Bellevue Asset Management, LLC	N/A	—	599	-599	-100%	$9.5K	—	—	—
California State Teachers Retirement System	N/A	—	553	-553	-100%	$8.8K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	335	-335	-100%	$5.3K	—	—	—
Quarry LP	N/A	—	196	-196	-100%	$3.1K	—	—	—
Optiver Holding B.V.	N/A	—	178	-178	-100%	$2.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	172	-172	-100%	$2.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	165	-165	-100%	$2.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	162	-162	-100%	$2.6K	—	—	—
Allworth Financial LP	N/A	—	112	-112	-100%	$1.8K	—	—	—
Hollencrest Capital Management	N/A	—	94	-94	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	55	-55	-100%	$875	—	—	—
Investors Portfolio Services LLC	N/A	—	50	-50	-100%	$795	—	—	—
Clearstead Advisors, LLC	N/A	—	4	-4	-100%	$64	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$16	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$16	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$16	—	—	—

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