IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Hometrust Bancshares Inc (HTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares897,897 from 856,611
Change+41,286 (+5%)
Value$41.1M (-$1.6M)
Filed 2026-11-04
Polaris Capital Management, LLC
DECREASED
Shares103,200 from 107,700
Change-4,500 (-4%)
Value$4.7M (-$649.7K)
Filed 2026-10-21
Rosenthal | Henry Capital Advisors, Inc.
INCREASED
Shares92,547 from 50,047
Change+42,500 (+85%)
Value$3.8M (+$1.3M)
Filed 2026-10-27
Salzhauer Michael
DECREASED
Shares74,412 from 78,725
Change-4,313 (-5%)
Value$3.4M (-$521.8K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares73,126 from 73,110
Change+16 (+0%)
Value$3.3M (-$300.5K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares26,434 from 5,625
Change+20,809 (+370%)
Value$1.2M (+$929.3K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares23,131 from 20,580
Change+2,551 (+12%)
Value$1.1M (+$32.0K)
Filed 2026-11-02
Flywheel Private Wealth LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$1.0M (-$90.6K)
Filed 2026-11-02
SummerHaven Investment Management, LLC
NEW
Shares18,733
Change+18,733
Value$857.4K
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares18,607 from 14,314
Change+4,293 (+30%)
Value$851.6K (+$137.5K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares16,431 from 15,510
Change+921 (+6%)
Value$752.0K (-$21.7K)
Filed 2026-10-16
Equitable Trust Co
INCREASED
Shares15,385 from 11,975
Change+3,410 (+28%)
Value$704.2K (+$106.7K)
Filed 2026-10-13
Elco Management Co., LLC
NEW
Shares11,653
Change+11,653
Value$533.4K
Filed 2026-10-14
Strs Ohio
DECREASED
Shares9,700 from 15,600
Change-5,900 (-38%)
Value$444.0K (-$334.3K)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares7,000 from 11,000
Change-4,000 (-36%)
Value$320.4K (-$228.4K)
Filed 2026-11-05
Sentinel Trust Co LBA
UNCHANGED
Shares6,269 from 6,269
Change0 (0%)
Value$287.0K (+$286.7K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares5,694 from 5,676
Change+18 (+0%)
Value$260.6K (-$22.6K)
Filed 2026-10-23
Princeton Capital Management LLC
DECREASED
Shares5,000 from 5,500
Change-500 (-9%)
Value$228.9K (-$45.5K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,786
Change+4,786
Value$222.2K
Filed 2026-10-13
CrossGen Wealth, LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$97.9K (-$8.8K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,968 from 1,955
Change+13 (+1%)
Value$90.1K (-$7.5K)
Filed 2026-10-27
Daytona Street Capital LLC
DECREASED
Shares1,000 from 17,000
Change-16,000 (-94%)
Value$46.5K (-$778.6K)
Filed 2026-10-15
Parkside Financial Bank & Trust
NEW
Shares978
Change+978
Value$44.8K
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares884 from 2,739
Change-1,855 (-68%)
Value$40.5K (-$96.2K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares732 from 730
Change+2 (+0%)
Value$33.5K (-$2.9K)
Filed 2026-10-08
State of Alaska, Department of Revenue
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$31 (-$3)
Filed 2026-10-15
Fortitude Family Office, LLC
NEW
Shares517
Change+517
Value$23.7K
Filed 2026-10-14
Laurel Wealth Advisors LLC
NEW
Shares500
Change+500
Value$22.9K
Filed 2026-10-27
Farther Finance Advisors, LLC
DECREASED
Shares302 from 3,130
Change-2,828 (-90%)
Value$13.8K (-$141.9K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares302 from 313
Change-11 (-4%)
Value$13.8K (-$1.8K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares263 from 3,145
Change-2,882 (-92%)
Value$12.0K (-$144.9K)
Filed 2026-11-03
KFG LLC
NEW
Shares225
Change+225
Value$10.3K
Filed 2026-11-02
Larson Financial Group LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$7.6K (-$680)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares126 from 806
Change-680 (-84%)
Value$5.8K (-$34.4K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.3K (-$388)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.9K (-$351)
Filed 2026-10-23
Essential Partners LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.6K (-$235)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.9K (-$173)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares39
Change+39
Value$1.8K
Filed 2026-10-21
Versant Capital Management, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$1.6K (-$144)
Filed 2026-10-02
SJS Investment Consulting Inc.
NEW
Shares20
Change+20
Value$916
Filed 2026-10-26
TD Private Client Wealth LLC
NEW
Shares19
Change+19
Value$870
Filed 2026-10-28
True Wealth Design, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$779 (-$70)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$503 (-$46)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$0 ($0)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares3
Change+3
Value$134
Filed 2026-10-09
Rossby Financial, LCC
NEW
Shares3
Change+3
Value$137
Filed 2026-11-05
Thrivent Financial for Lutherans
CLOSED
Shares0 from 43,404
Change-43,404 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Anchyra Partners LLC
CLOSED
Shares0 from 13,882
Change-13,882 (-100%)
Value$0 (-$692.6K)
Filed 2026-10-13
Park Capital Management, LLC / WI
CLOSED
Shares0 from 12,025
Change-12,025 (-100%)
Value$0 (-$599.9K)
Filed 2026-10-13
Alps Advisors Inc
CLOSED
Shares0 from 11,891
Change-11,891 (-100%)
Value$0 (-$593.2K)
Filed 2026-11-03
Symmetry Partners, LLC
CLOSED
Shares0 from 10,652
Change-10,652 (-100%)
Value$0 (-$531.4K)
Filed 2026-10-27
Able Wealth Management LLC
CLOSED
Shares0 from 9,170
Change-9,170 (-100%)
Value$0 (-$457.5K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 9,097
Change-9,097 (-100%)
Value$0 (-$453.8K)
Filed 2026-10-22
HUB Investment Partners, LLC
CLOSED
Shares0 from 8,410
Change-8,410 (-100%)
Value$0 (-$419.6K)
Filed 2026-11-03
Aire Advisors, LLC
CLOSED
Shares0 from 5,404
Change-5,404 (-100%)
Value$0 (-$269.6K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 4,717
Change-4,717 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-20
VestGen Advisors, LLC
CLOSED
Shares0 from 4,557
Change-4,557 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-27
Occidental Asset Management, LLC
CLOSED
Shares0 from 4,216
Change-4,216 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 1,677,983
Change-1,677,983 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 839,115
Change-839,115 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 644,313
Change-644,313 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 556,442
Change-556,442 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 479,582
Change-479,582 (-100%)
Value—
State Street Corp
N/A
Shares— from 462,911
Change-462,911 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 436,815
Change-436,815 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 366,680
Change-366,680 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 276,695
Change-276,695 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 248,335
Change-248,335 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 150,841
Change-150,841 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 145,431
Change-145,431 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 137,278
Change-137,278 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 131,762
Change-131,762 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 124,651
Change-124,651 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 119,181
Change-119,181 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 117,890
Change-117,890 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 116,145
Change-116,145 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 114,126
Change-114,126 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 105,959
Change-105,959 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 88,752
Change-88,752 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 82,825
Change-82,825 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 82,151
Change-82,151 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 79,200
Change-79,200 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 72,459
Change-72,459 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 56,350
Change-56,350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 53,559
Change-53,559 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 52,708
Change-52,708 (-100%)
Value—
Barclays PLC
N/A
Shares— from 46,812
Change-46,812 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 44,746
Change-44,746 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 43,195
Change-43,195 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 42,674
Change-42,674 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 40,760
Change-40,760 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 39,785
Change-39,785 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 39,532
Change-39,532 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 35,262
Change-35,262 (-100%)
Value—
UBS Group AG
N/A
Shares— from 33,033
Change-33,033 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 25,599
Change-25,599 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 24,614
Change-24,614 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 24,044
Change-24,044 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 23,062
Change-23,062 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 20,542
Change-20,542 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,265
Change-20,265 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,160
Change-18,160 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 17,203
Change-17,203 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,167
Change-17,167 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 17,092
Change-17,092 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 16,385
Change-16,385 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 15,141
Change-15,141 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 15,121
Change-15,121 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,495
Change-13,495 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,990
Change-12,990 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,657
Change-12,657 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,304
Change-11,304 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,027
Change-8,027 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,024
Change-7,024 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Boston Partners
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,999
Change-2,999 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 628
Change-628 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 592
Change-592 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 214
Change-214 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 146
Change-146 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 66
Change-66 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED897,897856,611+41,286+5%$42.7M$41.1M-$1.6M2026-11-04
Polaris Capital Management, LLC
DECREASED103,200107,700-4,500-4%$5.4M$4.7M-$649.7K2026-10-21
Rosenthal | Henry Capital Advisors, Inc.
INCREASED92,54750,047+42,500+85%$2.5M$3.8M+$1.3M2026-10-27
Salzhauer Michael
DECREASED74,41278,725-4,313-5%$3.9M$3.4M-$521.8K2026-10-28
Bank of New York Mellon Corp
INCREASED73,12673,110+16+0%$3.6M$3.3M-$300.5K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED26,4345,625+20,809+370%$280.6K$1.2M+$929.3K2026-10-16
Creative Planning
INCREASED23,13120,580+2,551+12%$1.0M$1.1M+$32.0K2026-11-02
Flywheel Private Wealth LLC
UNCHANGED22,00022,00000%$1.1M$1.0M-$90.6K2026-11-02
SummerHaven Investment Management, LLC
NEW18,733—+18,733——$857.4K—2026-10-19
Citigroup Inc
INCREASED18,60714,314+4,293+30%$714.1K$851.6K+$137.5K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED16,43115,510+921+6%$773.8K$752.0K-$21.7K2026-10-16
Equitable Trust Co
INCREASED15,38511,975+3,410+28%$597.4K$704.2K+$106.7K2026-10-13
Elco Management Co., LLC
NEW11,653—+11,653——$533.4K—2026-10-14
Strs Ohio
DECREASED9,70015,600-5,900-38%$778.3K$444.0K-$334.3K2026-10-30
AMG National Trust Bank
DECREASED7,00011,000-4,000-36%$548.8K$320.4K-$228.4K2026-11-05
Sentinel Trust Co LBA
UNCHANGED6,2696,26900%$313$287.0K+$286.7K2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED5,6945,676+18+0%$283.2K$260.6K-$22.6K2026-10-23
Princeton Capital Management LLC
DECREASED5,0005,500-500-9%$274.4K$228.9K-$45.5K2026-10-27
Wealth Enhancement Advisory Services, LLC
NEW4,786—+4,786——$222.2K—2026-10-13
CrossGen Wealth, LLC
UNCHANGED2,1402,14000%$106.8K$97.9K-$8.8K2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED1,9681,955+13+1%$97.5K$90.1K-$7.5K2026-10-27
Daytona Street Capital LLC
DECREASED1,00017,000-16,000-94%$825.1K$46.5K-$778.6K2026-10-15
Parkside Financial Bank & Trust
NEW978—+978——$44.8K—2026-10-27
Nisa Investment Advisors, LLC
DECREASED8842,739-1,855-68%$136.6K$40.5K-$96.2K2026-10-20
Gamma Investing LLC
INCREASED732730+2+0%$36.4K$33.5K-$2.9K2026-10-08
State of Alaska, Department of Revenue
UNCHANGED69869800%$34$31-$32026-10-15
Fortitude Family Office, LLC
NEW517—+517——$23.7K—2026-10-14
Laurel Wealth Advisors LLC
NEW500—+500——$22.9K—2026-10-27
Farther Finance Advisors, LLC
DECREASED3023,130-2,828-90%$155.7K$13.8K-$141.9K2026-10-08
Sterling Capital Management LLC
DECREASED302313-11-4%$15.6K$13.8K-$1.8K2026-10-22
Parallel Advisors, LLC
DECREASED2633,145-2,882-92%$156.9K$12.0K-$144.9K2026-11-03
KFG LLC
NEW225—+225——$10.3K—2026-11-02
Larson Financial Group LLC
UNCHANGED16516500%$8.2K$7.6K-$6802026-11-05
EverSource Wealth Advisors, LLC
DECREASED126806-680-84%$40.2K$5.8K-$34.4K2026-11-04
US Bancorp \de\
UNCHANGED949400%$4.7K$4.3K-$3882026-11-05
Signaturefd, LLC
UNCHANGED858500%$4.2K$3.9K-$3512026-10-23
Essential Partners LLC
UNCHANGED575700%$2.8K$2.6K-$2352026-10-14
IFP Advisors, Inc
UNCHANGED424200%$2.1K$1.9K-$1732026-10-16
Root Financial Partners, LLC
NEW39—+39——$1.8K—2026-10-21
Versant Capital Management, Inc
UNCHANGED353500%$1.7K$1.6K-$1442026-10-02
SJS Investment Consulting Inc.
NEW20—+20——$916—2026-10-26
TD Private Client Wealth LLC
NEW19—+19——$870—2026-10-28
True Wealth Design, LLC
UNCHANGED171700%$849$779-$702026-10-13
Silver Grove Financial Group, Inc.
UNCHANGED111100%$549$503-$462026-11-05
Covestor Ltd
INCREASED97+2+29%$0$0$02026-10-30
GK Wealth Management LLC
NEW3—+3——$134—2026-10-09
Rossby Financial, LCC
NEW3—+3——$137—2026-11-05
Thrivent Financial for Lutherans
CLOSED043,404-43,404-100%$2.2M$0-$2.2M2026-11-05
Anchyra Partners LLC
CLOSED013,882-13,882-100%$692.6K$0-$692.6K2026-10-13
Park Capital Management, LLC / WI
CLOSED012,025-12,025-100%$599.9K$0-$599.9K2026-10-13
Alps Advisors Inc
CLOSED011,891-11,891-100%$593.2K$0-$593.2K2026-11-03
Symmetry Partners, LLC
CLOSED010,652-10,652-100%$531.4K$0-$531.4K2026-10-27
Able Wealth Management LLC
CLOSED09,170-9,170-100%$457.5K$0-$457.5K2026-10-13
Fifth Third Wealth Advisors LLC
CLOSED09,097-9,097-100%$453.8K$0-$453.8K2026-10-22
HUB Investment Partners, LLC
CLOSED08,410-8,410-100%$419.6K$0-$419.6K2026-11-03
Aire Advisors, LLC
CLOSED05,404-5,404-100%$269.6K$0-$269.6K2026-10-22
Commonwealth Financial Services, LLC
CLOSED04,717-4,717-100%$235.3K$0-$235.3K2026-10-20
VestGen Advisors, LLC
CLOSED04,557-4,557-100%$227.3K$0-$227.3K2026-10-27
Occidental Asset Management, LLC
CLOSED04,216-4,216-100%$210.3K$0-$210.3K2026-11-05
BlackRock, Inc.
N/A—1,677,983-1,677,983-100%$83.7M———
FJ Capital Management LLC
N/A—839,115-839,115-100%$41.9M———
Vanguard Capital Management LLC
N/A—644,313-644,313-100%$32.1M———
American Century Companies Inc
N/A—556,442-556,442-100%$27.8M———
Alliancebernstein L.P.
N/A—479,582-479,582-100%$20.5M———
State Street Corp
N/A—462,911-462,911-100%$23.1M———
Renaissance Technologies LLC
N/A—436,815-436,815-100%$21.8M———
Geode Capital Management, LLC
N/A—366,680-366,680-100%$18.3M———
Nuveen, LLC
N/A—276,695-276,695-100%$13.8M———
Private Capital Management, LLC
N/A—248,335-248,335-100%$12.4M———
Vanguard Portfolio Management LLC
N/A—150,841-150,841-100%$7.5M———
Royce & Associates LP
N/A—145,431-145,431-100%$7.3M———
Qube Research & Technologies Ltd
N/A—137,278-137,278-100%$6.8M———
Northern Trust Corp
N/A—131,762-131,762-100%$6.6M———
Bridgeway Capital Management, LLC
N/A—124,651-124,651-100%$6.2M———
Acadian Asset Management LLC
N/A—119,181-119,181-100%$5.9M———
CSM Advisors, LLC
N/A—117,890-117,890-100%$5.9M———
Goldman Sachs Group Inc
N/A—116,145-116,145-100%$5.8M———
Charles Schwab Investment Management Inc
N/A—114,126-114,126-100%$5.7M———
Morgan Stanley
N/A—105,959-105,959-100%$5.3M———
Vanguard Fiduciary Trust Co
N/A—88,752-88,752-100%$4.4M———
Two Sigma Investments, LP
N/A—82,825-82,825-100%$4.1M———
Empowered Funds, LLC
N/A—82,151-82,151-100%$4.1M———
Wellington Management Group LLP
N/A—79,200-79,200-100%$4.0M———
Citadel Advisors LLC
N/A—72,459-72,459-100%$3.6M———
Federated Hermes, Inc.
N/A—56,350-56,350-100%$2.8M———
JPMorgan Chase & Co
N/A—53,559-53,559-100%$2.6M———
Oppenheimer & Close, LLC
N/A—52,708-52,708-100%$2.6M———
Barclays PLC
N/A—46,812-46,812-100%$2.3M———
AQR Capital Management LLC
N/A—44,746-44,746-100%$2.2M———
First Trust Advisors LP
N/A—43,195-43,195-100%$2.2M———
Franklin Resources Inc
N/A—42,674-42,674-100%$2.1M———
Elizabeth Park Capital Advisors, Ltd.
N/A—40,760-40,760-100%$2.0M———
Russell Investments Group, Ltd.
N/A—39,785-39,785-100%$2.0M———
Jacobs Levy Equity Management, Inc
N/A—39,532-39,532-100%$2.0M———
Lazard Asset Management LLC
N/A—35,262-35,262-100%$1.8M———
UBS Group AG
N/A—33,033-33,033-100%$1.6M———
Goepper Burkhardt LLC
N/A—25,599-25,599-100%$1.3M———
Millennium Management LLC
N/A—25,475-25,475-100%$1.3M———
Cerity Partners LLC
N/A—24,614-24,614-100%$1.2M———
Round Hill Asset Management
N/A—24,044-24,044-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—23,062-23,062-100%$1.2M———
Sanctuary Advisors, LLC
N/A—20,542-20,542-100%$1.0M———
Rhumbline Advisers
N/A—20,265-20,265-100%$1.0M———
Invesco Ltd.
N/A—18,160-18,160-100%$906.0K———
Huber Capital Management LLC
N/A—17,742-17,742-100%$885.1K———
EJF Capital LP
N/A—17,203-17,203-100%$858.3K———
Bank of America Corp
N/A—17,167-17,167-100%$856.5K———
LOS Angeles Capital Management LLC
N/A—17,092-17,092-100%$852.7K———
BNP Paribas Financial Markets
N/A—16,385-16,385-100%$817.4K———
Point72 Asset Management, L.P.
N/A—15,141-15,141-100%$755.4K———
Deutsche Bank Ag\
N/A—15,121-15,121-100%$754.4K———
XTX Topco Ltd
N/A—14,256-14,256-100%$711.2K———
Susquehanna Fundamental Investments, LLC
N/A—13,925-13,925-100%$694.7K———
Quantinno Capital Management LP
N/A—13,745-13,745-100%$685.8K———
Captrust Financial Advisors
N/A—13,495-13,495-100%$673.3K———
Arrowstreet Capital, Limited Partnership
N/A—13,202-13,202-100%$658.6K———
Odyssean, LLC
N/A—13,140-13,140-100%$655.6K———
Wells Fargo & Company
N/A—12,990-12,990-100%$648.1K———
Price T Rowe Associates Inc
N/A—12,657-12,657-100%$632.0K———
Ameriprise Financial Inc
N/A—11,304-11,304-100%$564.0K———
Trexquant Investment LP
N/A—11,005-11,005-100%$549.0K———
HRT Financial LP
N/A—10,959-10,959-100%$546.0K———
Gamco Investors, Inc. ET AL
N/A—10,750-10,750-100%$536.3K———
Aquatic Capital Management LLC
N/A—9,348-9,348-100%$466.4K———
MetLife Investment Management, LLC
N/A—9,248-9,248-100%$461.4K———
Cary Street Partners Financial LLC
N/A—9,064-9,064-100%$452.2K———
ExodusPoint Capital Management, LP
N/A—8,636-8,636-100%$430.9K———
Squarepoint Ops LLC
N/A—8,027-8,027-100%$400.5K———
Engineers Gate Manager LP
N/A—7,417-7,417-100%$370.0K———
Empirical Asset Management, LLC
N/A—7,299-7,299-100%$364.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,141-7,141-100%$356.3K———
Zacks Investment Management
N/A—7,139-7,139-100%$356.2K———
Integrated Quantitative Investments LLC
N/A—7,027-7,027-100%$350.6K———
New York State Common Retirement Fund
N/A—7,024-7,024-100%$350.4K———
Harbor Advisors LLC
N/A—6,995-6,995-100%$349.0K———
Tudor Investment Corp ET AL
N/A—6,941-6,941-100%$346.3K———
Cetera Investment Advisers
N/A—6,750-6,750-100%$336.8K———
Occudo Quantitative Strategies LP
N/A—6,425-6,425-100%$320.5K———
Jane Street Group, LLC
N/A—6,270-6,270-100%$312.8K———
Public Employees Retirement System of Ohio
N/A—6,055-6,055-100%$302.1K———
Panagora Asset Management Inc
N/A—5,985-5,985-100%$298.6K———
Two Sigma Securities, LLC
N/A—5,866-5,866-100%$292.7K———
Rafferty Asset Management, LLC
N/A—5,755-5,755-100%$287.1K———
Magnetar Financial LLC
N/A—5,700-5,700-100%$284.4K———
Quotient Wealth Partners, LLC
N/A—5,548-5,548-100%$276.8K———
Vanguard Global Advisers, LLC
N/A—5,412-5,412-100%$270.0K———
EntryPoint Capital, LLC
N/A—5,344-5,344-100%$266.6K———
Balyasny Asset Management L.P.
N/A—5,316-5,316-100%$265.2K———
Mariner, LLC
N/A—5,287-5,287-100%$263.8K———
United Capital Financial Advisors, LLC
N/A—5,268-5,268-100%$262.8K———
Canada Pension Plan Investment Board
N/A—5,100-5,100-100%$254.4K———
Intech Investment Management LLC
N/A—5,036-5,036-100%$251.2K———
FMR LLC
N/A—5,008-5,008-100%$249.8K———
Boston Partners
N/A—4,809-4,809-100%$239.9K———
Manufacturers Life Insurance Company, the
N/A—4,475-4,475-100%$223.3K———
State Board of Administration of Florida Retirement System
N/A—4,450-4,450-100%$222.0K———
Police & Firemen's Retirement System of New Jersey
N/A—4,411-4,411-100%$220.1K———
Modern Wealth Management, LLC
N/A—4,233-4,233-100%$211.2K———
Prudential Financial Inc
N/A—4,045-4,045-100%$201.8K———
Royal Bank of Canada
N/A—3,639-3,639-100%$182.0K———
SG Americas Securities, LLC
N/A—3,107-3,107-100%$155.0K———
Legal & General Group Plc
N/A—2,999-2,999-100%$146.7K———
Quantbot Technologies LP
N/A—2,964-2,964-100%$147.9K———
National Bank of Canada
N/A—1,423-1,423-100%$70.9K———
Ameritas Investment Partners, Inc.
N/A—1,291-1,291-100%$64.4K———
Arax Advisory Partners
N/A—1,193-1,193-100%$59.5K———
Jones Financial Companies Lllp
N/A—1,015-1,015-100%$49.8K———
Tripletail Wealth Management, LLC
N/A—1,010-1,010-100%$49.9K———
Tower Research Capital LLC (TRC)
N/A—628-628-100%$31.3K———
Osaic Holdings, Inc.
N/A—592-592-100%$29.5K———
Global Retirement Partners, LLC
N/A—564-564-100%$28.1K———
California State Teachers Retirement System
N/A—214-214-100%$10.7K———
Bellevue Asset Management, LLC
N/A—213-213-100%$10.6K———
Hantz Financial Services, Inc.
N/A—150-150-100%$7———
Allworth Financial LP
N/A—146-146-100%$7.3K———
Aster Capital Management (Difc) Ltd
N/A—66-66-100%$3.3K———
Investors Portfolio Services LLC
N/A—52-52-100%$2.6K———
Smartleaf Asset Management LLC
N/A—44-44-100%$2.2K———
UBS Asset Management Americas LLC
N/A—42-42-100%$2.1K———
Optiver Holding B.V.
N/A—38-38-100%$1.9K———
Rothschild Investment LLC
N/A—34-34-100%$1.7K———
PNC Financial Services Group, Inc.
N/A—29-29-100%$1.4K———
Cary Street Partners Investment Advisory LLC
N/A—17-17-100%$848———
Clearstead Advisors, LLC
N/A—8-8-100%$400———
Showing 184 of 184 institutions