Ibotta Inc (IBTA)

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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Citigroup Inc

DECREASED

Shares641,798 from 644,972

Change-3,174 (0%)

Value$25.3M (+$3.3M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares247,903 from 277,664

Change-29,761 (-11%)

Value$9.8M (+$281.8K)

Filed 2026-11-06

Notable Capital Management, L.L.C.

DECREASED

Shares149,760 from 336,042

Change-186,282 (-55%)

Value$5.9M (-$5.6M)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares144,899 from 173,907

Change-29,008 (-17%)

Value$5.7M (-$231.6K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares99,536 from 101,360

Change-1,824 (-2%)

Value$3.9M (+$459.3K)

Filed 2026-11-06

Saybrook Capital

UNCHANGED

Shares60,258 from 60,258

Change0 (0%)

Value$2.4M (+$315.8K)

Filed 2026-10-27

Bank of New York Mellon Corp

DECREASED

Shares57,814 from 59,478

Change-1,664 (-3%)

Value$2.3M (+$246.1K)

Filed 2026-11-05

Sierra Summit Advisors LLC

NEW

Shares42,088

Change+42,088

Value$1.7M

Filed 2026-10-28

ForthRight Wealth Management, LLC

UNCHANGED

Shares25,180 from 25,180

Change0 (0%)

Value$992.1K (+$131.9K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares14,948 from 8,917

Change+6,031 (+68%)

Value$589.0K (+$284.3K)

Filed 2026-11-04

Baker Avenue Asset Management, LP

UNCHANGED

Shares12,750 from 12,750

Change0 (0%)

Value$502.4K (+$66.8K)

Filed 2026-11-06

Strs Ohio

DECREASED

Shares11,600 from 12,800

Change-1,200 (-9%)

Value$457.0K (+$19.8K)

Filed 2026-10-30

Savant Capital, LLC

NEW

Shares9,632

Change+9,632

Value$379.5K

Filed 2026-11-06

Fermata Advisors, LLC

DECREASED

Shares8,543 from 8,546

Change-3 (0%)

Value$336.6K (+$44.7K)

Filed 2026-10-13

Nemes Rush Group LLC

UNCHANGED

Shares8,001 from 8,001

Change0 (0%)

Value$315.2K (+$41.9K)

Filed 2026-11-04

Norden Group LLC

INCREASED

Shares7,597 from 7,537

Change+60 (+1%)

Value$299.3K (+$41.9K)

Filed 2026-10-20

Creative Planning

DECREASED

Shares7,162 from 7,298

Change-136 (-2%)

Value$282.2K (+$32.9K)

Filed 2026-11-02

LSV Asset Management

NEW

Shares3,800

Change+3,800

Value$150.0K

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares3,105 from 3,047

Change+58 (+2%)

Value$122.3K (+$18.3K)

Filed 2026-11-06

Larson Financial Group LLC

DECREASED

Shares2,651 from 2,872

Change-221 (-8%)

Value$104.4K (+$6.3K)

Filed 2026-11-05

State of Wyoming

DECREASED

Shares2,013 from 4,441

Change-2,428 (-55%)

Value$79.3K (-$72.4K)

Filed 2026-10-28

State of Alaska, Department of Revenue

INCREASED

Shares1,083 from 815

Change+268 (+33%)

Value$42 (+$15)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares927 from 47

Change+880 (+1872%)

Value$36.5K (+$34.9K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares899 from 605

Change+294 (+49%)

Value$35.4K (+$14.8K)

Filed 2026-10-02

Abound Wealth Management

UNCHANGED

Shares604 from 604

Change0 (0%)

Value$23.8K (+$3.2K)

Filed 2026-10-26

Silver Grove Financial Group, Inc.

DECREASED

Shares548 from 590

Change-42 (-7%)

Value$21.6K (+$1.4K)

Filed 2026-11-05

Fortitude Family Office, LLC

INCREASED

Shares411 from 65

Change+346 (+532%)

Value$16.2K (+$14.0K)

Filed 2026-10-14

Blue Trust, Inc.

UNCHANGED

Shares336 from 336

Change0 (0%)

Value$13.2K (+$1.8K)

Filed 2026-10-15

Sterling Capital Management LLC

INCREASED

Shares285 from 87

Change+198 (+228%)

Value$11.2K (+$8.3K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares275 from 117

Change+158 (+135%)

Value$10.8K (+$6.8K)

Filed 2026-11-03

Covestor Ltd

DECREASED

Shares253 from 277

Change-24 (-9%)

Value$10.0K (+$10.0K)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

DECREASED

Shares252 from 288

Change-36 (-12%)

Value$9.9K (+$91)

Filed 2026-11-04

Gamma Investing LLC

DECREASED

Shares231 from 283

Change-52 (-18%)

Value$9.1K (-$566)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

INCREASED

Shares222 from 90

Change+132 (+147%)

Value$9 (+$6)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares222 from 114

Change+108 (+95%)

Value$8.7K (+$4.9K)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares212 from 207

Change+5 (+2%)

Value$7.2K (+$170)

Filed 2026-11-06

UMB Bank, n.a.

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$8.2K (+$1.1K)

Filed 2026-11-06

SBI Securities Co., Ltd.

DECREASED

Shares123 from 124

Change-1 (-1%)

Value$4.8K (+$610)

Filed 2026-10-22

US Bancorp \de\

INCREASED

Shares122 from 79

Change+43 (+54%)

Value$4.8K (+$2.1K)

Filed 2026-11-05

Nykredit A/S

UNCHANGED

Shares86 from 86

Change0 (0%)

Value$3.4K (+$450)

Filed 2026-11-06

Essential Partners LLC

DECREASED

Shares59 from 78

Change-19 (-24%)

Value$2.3K (-$339)

Filed 2026-10-14

Signaturefd, LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$1.5K (+$205)

Filed 2026-10-23

Parkside Financial Bank & Trust

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$985 (+$131)

Filed 2026-10-27

Clark Wealth Partners

NEW

Shares22

Change+22

Value$867

Filed 2026-10-19

True Wealth Design, LLC

DECREASED

Shares21 from 30

Change-9 (-30%)

Value$828 (-$197)

Filed 2026-10-13

SJS Investment Consulting Inc.

DECREASED

Shares21 from 23

Change-2 (-9%)

Value$828 (+$41)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

DECREASED

Shares17 from 105

Change-88 (-84%)

Value$670 (-$2.9K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares16 from 21

Change-5 (-24%)

Value$630 (-$87)

Filed 2026-11-06

Ascentis Wealth Management, LLC

NEW

Shares4

Change+4

Value$157

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares4 from 5

Change-1 (-20%)

Value$158 (-$13)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 1,543

Change-1,543 (-100%)

Value$0 (-$52.7K)

Filed 2026-11-04

Golden State Wealth Management, LLC

CLOSED

Shares0 from 51

Change-51 (-100%)

Value$0 (-$1.7K)

Filed 2026-11-02

Stone House Investment Management, LLC

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$512)

Filed 2026-10-23

Lanark Financial, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$341)

Filed 2026-10-26

Clearstead Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$103)

Filed 2026-11-06

Koch, Inc.

N/A

Shares— from 4,389,129

Change-4,389,129 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,690,546

Change-1,690,546 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 1,016,521

Change-1,016,521 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 937,170

Change-937,170 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 528,841

Change-528,841 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 333,106

Change-333,106 (-100%)

Value—

State Street Corp

N/A

Shares— from 272,487

Change-272,487 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 223,083

Change-223,083 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 201,088

Change-201,088 (-100%)

Value—

UBS Group AG

N/A

Shares— from 168,497

Change-168,497 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 164,498

Change-164,498 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 162,509

Change-162,509 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 150,347

Change-150,347 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 120,472

Change-120,472 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 112,660

Change-112,660 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 105,702

Change-105,702 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 103,626

Change-103,626 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 94,600

Change-94,600 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 93,333

Change-93,333 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 88,350

Change-88,350 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 88,313

Change-88,313 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 88,301

Change-88,301 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 86,237

Change-86,237 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 84,764

Change-84,764 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 84,759

Change-84,759 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 80,198

Change-80,198 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 49,983

Change-49,983 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 44,706

Change-44,706 (-100%)

Value—

Primecap Management Co

N/A

Shares— from 41,735

Change-41,735 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 41,019

Change-41,019 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,889

Change-29,889 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 26,419

Change-26,419 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 26,283

Change-26,283 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 26,188

Change-26,188 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 24,770

Change-24,770 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 24,205

Change-24,205 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 23,011

Change-23,011 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 22,895

Change-22,895 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 21,701

Change-21,701 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 19,800

Change-19,800 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 18,930

Change-18,930 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 15,424

Change-15,424 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,552

Change-14,552 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 14,329

Change-14,329 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 13,850

Change-13,850 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 13,300

Change-13,300 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 11,391

Change-11,391 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 10,505

Change-10,505 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,434

Change-10,434 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 10,301

Change-10,301 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,162

Change-10,162 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 9,983

Change-9,983 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 9,595

Change-9,595 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 8,710

Change-8,710 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 8,541

Change-8,541 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 8,512

Change-8,512 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,481

Change-8,481 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 8,230

Change-8,230 (-100%)

Value—

Man Group plc

N/A

Shares— from 7,934

Change-7,934 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 7,153

Change-7,153 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,965

Change-6,965 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 6,800

Change-6,800 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 6,532

Change-6,532 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 6,118

Change-6,118 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 5,911

Change-5,911 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 5,873

Change-5,873 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,789

Change-5,789 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 5,567

Change-5,567 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 5,110

Change-5,110 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,900

Change-4,900 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,712

Change-4,712 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,573

Change-4,573 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,954

Change-3,954 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,200

Change-3,200 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,871

Change-2,871 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,305

Change-2,305 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,246

Change-2,246 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,340

Change-1,340 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 907

Change-907 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 322

Change-322 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 288

Change-288 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 124

Change-124 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 76

Change-76 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 66

Change-66 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Quarry LP

N/A

Shares— from 58

Change-58 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 47

Change-47 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Citigroup Inc	DECREASED	641,798	644,972	-3,174	0%	$22.0M	$25.3M	+$3.3M	2026-11-04
Geode Capital Management, LLC	DECREASED	247,903	277,664	-29,761	-11%	$9.5M	$9.8M	+$281.8K	2026-11-06
Notable Capital Management, L.L.C.	DECREASED	149,760	336,042	-186,282	-55%	$11.5M	$5.9M	-$5.6M	2026-11-03
Deutsche Bank Ag\	DECREASED	144,899	173,907	-29,008	-17%	$5.9M	$5.7M	-$231.6K	2026-11-06
Barclays PLC	DECREASED	99,536	101,360	-1,824	-2%	$3.5M	$3.9M	+$459.3K	2026-11-06
Saybrook Capital	UNCHANGED	60,258	60,258	0	0%	$2.1M	$2.4M	+$315.8K	2026-10-27
Bank of New York Mellon Corp	DECREASED	57,814	59,478	-1,664	-3%	$2.0M	$2.3M	+$246.1K	2026-11-05
Sierra Summit Advisors LLC	NEW	42,088	—	+42,088	—	—	$1.7M	—	2026-10-28
ForthRight Wealth Management, LLC	UNCHANGED	25,180	25,180	0	0%	$860.1K	$992.1K	+$131.9K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	14,948	8,917	+6,031	+68%	$304.6K	$589.0K	+$284.3K	2026-11-04
Baker Avenue Asset Management, LP	UNCHANGED	12,750	12,750	0	0%	$435.5K	$502.4K	+$66.8K	2026-11-06
Strs Ohio	DECREASED	11,600	12,800	-1,200	-9%	$437.2K	$457.0K	+$19.8K	2026-10-30
Savant Capital, LLC	NEW	9,632	—	+9,632	—	—	$379.5K	—	2026-11-06
Fermata Advisors, LLC	DECREASED	8,543	8,546	-3	0%	$291.9K	$336.6K	+$44.7K	2026-10-13
Nemes Rush Group LLC	UNCHANGED	8,001	8,001	0	0%	$273.3K	$315.2K	+$41.9K	2026-11-04
Norden Group LLC	INCREASED	7,597	7,537	+60	+1%	$257.5K	$299.3K	+$41.9K	2026-10-20
Creative Planning	DECREASED	7,162	7,298	-136	-2%	$249.3K	$282.2K	+$32.9K	2026-11-02
LSV Asset Management	NEW	3,800	—	+3,800	—	—	$150.0K	—	2026-11-06
Russell Investments Group, Ltd.	INCREASED	3,105	3,047	+58	+2%	$104.1K	$122.3K	+$18.3K	2026-11-06
Larson Financial Group LLC	DECREASED	2,651	2,872	-221	-8%	$98.1K	$104.4K	+$6.3K	2026-11-05
State of Wyoming	DECREASED	2,013	4,441	-2,428	-55%	$151.7K	$79.3K	-$72.4K	2026-10-28
State of Alaska, Department of Revenue	INCREASED	1,083	815	+268	+33%	$27	$42	+$15	2026-10-15
Farther Finance Advisors, LLC	INCREASED	927	47	+880	+1872%	$1.6K	$36.5K	+$34.9K	2026-10-08
Versant Capital Management, Inc	INCREASED	899	605	+294	+49%	$20.7K	$35.4K	+$14.8K	2026-10-02
Abound Wealth Management	UNCHANGED	604	604	0	0%	$20.6K	$23.8K	+$3.2K	2026-10-26
Silver Grove Financial Group, Inc.	DECREASED	548	590	-42	-7%	$20.2K	$21.6K	+$1.4K	2026-11-05
Fortitude Family Office, LLC	INCREASED	411	65	+346	+532%	$2.2K	$16.2K	+$14.0K	2026-10-14
Blue Trust, Inc.	UNCHANGED	336	336	0	0%	$11.5K	$13.2K	+$1.8K	2026-10-15
Sterling Capital Management LLC	INCREASED	285	87	+198	+228%	$3.0K	$11.2K	+$8.3K	2026-10-22
Parallel Advisors, LLC	INCREASED	275	117	+158	+135%	$4.0K	$10.8K	+$6.8K	2026-11-03
Covestor Ltd	DECREASED	253	277	-24	-9%	$10	$10.0K	+$10.0K	2026-10-30
EverSource Wealth Advisors, LLC	DECREASED	252	288	-36	-12%	$9.8K	$9.9K	+$91	2026-11-04
Gamma Investing LLC	DECREASED	231	283	-52	-18%	$9.7K	$9.1K	-$566	2026-10-08
Harbor Capital Advisors, Inc.	INCREASED	222	90	+132	+147%	$3	$9	+$6	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	222	114	+108	+95%	$3.9K	$8.7K	+$4.9K	2026-10-20
Allworth Financial LP	INCREASED	212	207	+5	+2%	$7.1K	$7.2K	+$170	2026-11-06
UMB Bank, n.a.	UNCHANGED	209	209	0	0%	$7.1K	$8.2K	+$1.1K	2026-11-06
SBI Securities Co., Ltd.	DECREASED	123	124	-1	-1%	$4.2K	$4.8K	+$610	2026-10-22
US Bancorp \de\	INCREASED	122	79	+43	+54%	$2.7K	$4.8K	+$2.1K	2026-11-05
Nykredit A/S	UNCHANGED	86	86	0	0%	$2.9K	$3.4K	+$450	2026-11-06
Essential Partners LLC	DECREASED	59	78	-19	-24%	$2.7K	$2.3K	-$339	2026-10-14
Signaturefd, LLC	UNCHANGED	39	39	0	0%	$1.3K	$1.5K	+$205	2026-10-23
Parkside Financial Bank & Trust	UNCHANGED	25	25	0	0%	$854	$985	+$131	2026-10-27
Clark Wealth Partners	NEW	22	—	+22	—	—	$867	—	2026-10-19
True Wealth Design, LLC	DECREASED	21	30	-9	-30%	$1.0K	$828	-$197	2026-10-13
SJS Investment Consulting Inc.	DECREASED	21	23	-2	-9%	$787	$828	+$41	2026-10-26
Caitong International Asset Management Co., Ltd	DECREASED	17	105	-88	-84%	$3.6K	$670	-$2.9K	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	16	21	-5	-24%	$717	$630	-$87	2026-11-06
Ascentis Wealth Management, LLC	NEW	4	—	+4	—	—	$157	—	2026-11-03
IFP Advisors, Inc	DECREASED	4	5	-1	-20%	$171	$158	-$13	2026-10-16
Simplex Trading, LLC	CLOSED	0	1,543	-1,543	-100%	$52.7K	$0	-$52.7K	2026-11-04
Golden State Wealth Management, LLC	CLOSED	0	51	-51	-100%	$1.7K	$0	-$1.7K	2026-11-02
Stone House Investment Management, LLC	CLOSED	0	15	-15	-100%	$512	$0	-$512	2026-10-23
Lanark Financial, Inc.	CLOSED	0	10	-10	-100%	$341	$0	-$341	2026-10-26
Clearstead Advisors, LLC	CLOSED	0	3	-3	-100%	$103	$0	-$103	2026-11-06
Koch, Inc.	N/A	—	4,389,129	-4,389,129	-100%	$149.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,690,546	-1,690,546	-100%	$57.7M	—	—	—
HSBC Holdings PLC	N/A	—	1,016,521	-1,016,521	-100%	$35.7M	—	—	—
BlackRock, Inc.	N/A	—	937,170	-937,170	-100%	$32.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	528,841	-528,841	-100%	$18.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	333,106	-333,106	-100%	$11.4M	—	—	—
State Street Corp	N/A	—	272,487	-272,487	-100%	$9.3M	—	—	—
Renaissance Technologies LLC	N/A	—	223,083	-223,083	-100%	$7.6M	—	—	—
Bank of America Corp	N/A	—	201,088	-201,088	-100%	$6.9M	—	—	—
UBS Group AG	N/A	—	168,497	-168,497	-100%	$5.8M	—	—	—
Morgan Stanley	N/A	—	164,498	-164,498	-100%	$5.6M	—	—	—
Nuveen, LLC	N/A	—	162,509	-162,509	-100%	$5.6M	—	—	—
American Century Companies Inc	N/A	—	150,347	-150,347	-100%	$5.1M	—	—	—
Millennium Management LLC	N/A	—	120,472	-120,472	-100%	$4.1M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	112,660	-112,660	-100%	$3.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	105,702	-105,702	-100%	$3.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	103,626	-103,626	-100%	$3.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	94,600	-94,600	-100%	$3.2M	—	—	—
Northern Trust Corp	N/A	—	93,333	-93,333	-100%	$3.2M	—	—	—
XTX Topco Ltd	N/A	—	88,350	-88,350	-100%	$3.0M	—	—	—
Point72 Asset Management, L.P.	N/A	—	88,313	-88,313	-100%	$3.0M	—	—	—
Citadel Advisors LLC	N/A	—	88,301	-88,301	-100%	$3.0M	—	—	—
AQR Capital Management LLC	N/A	—	86,237	-86,237	-100%	$2.9M	—	—	—
Jane Street Group, LLC	N/A	—	84,764	-84,764	-100%	$2.9M	—	—	—
JPMorgan Chase & Co	N/A	—	84,759	-84,759	-100%	$2.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	80,198	-80,198	-100%	$2.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	49,983	-49,983	-100%	$1.7M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	44,706	-44,706	-100%	$1.5M	—	—	—
Primecap Management Co	N/A	—	41,735	-41,735	-100%	$1.4M	—	—	—
Tudor Investment Corp ET AL	N/A	—	41,019	-41,019	-100%	$1.4M	—	—	—
Invesco Ltd.	N/A	—	29,889	-29,889	-100%	$1.0M	—	—	—
UBS Asset Management Americas LLC	N/A	—	26,419	-26,419	-100%	$902.5K	—	—	—
Mariner, LLC	N/A	—	26,283	-26,283	-100%	$897.9K	—	—	—
Quantinno Capital Management LP	N/A	—	26,188	-26,188	-100%	$894.6K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	24,770	-24,770	-100%	$846.1K	—	—	—
Voleon Capital Management LP	N/A	—	24,205	-24,205	-100%	$826.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	23,011	-23,011	-100%	$786.1K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	22,895	-22,895	-100%	$782.1K	—	—	—
Acadian Asset Management LLC	N/A	—	21,701	-21,701	-100%	$739.0K	—	—	—
Swiss National Bank	N/A	—	19,800	-19,800	-100%	$676.4K	—	—	—
Franklin Resources Inc	N/A	—	18,930	-18,930	-100%	$646.7K	—	—	—
Balyasny Asset Management L.P.	N/A	—	15,424	-15,424	-100%	$526.9K	—	—	—
Rhumbline Advisers	N/A	—	14,552	-14,552	-100%	$497.1K	—	—	—
Penserra Capital Management LLC	N/A	—	14,329	-14,329	-100%	$489.0K	—	—	—
Alliancebernstein L.P.	N/A	—	13,850	-13,850	-100%	$415.1K	—	—	—
Jump Financial, LLC	N/A	—	13,300	-13,300	-100%	$454.3K	—	—	—
Wells Fargo & Company	N/A	—	11,391	-11,391	-100%	$389.1K	—	—	—
GSA Capital Partners LLP	N/A	—	10,505	-10,505	-100%	$359.0K	—	—	—
Ameriprise Financial Inc	N/A	—	10,434	-10,434	-100%	$356.4K	—	—	—
California State Teachers Retirement System	N/A	—	10,301	-10,301	-100%	$351.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,162	-10,162	-100%	$347.1K	—	—	—
Focus Partners Wealth	N/A	—	9,983	-9,983	-100%	$341.0K	—	—	—
Engineers Gate Manager LP	N/A	—	9,595	-9,595	-100%	$327.8K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	8,710	-8,710	-100%	$297.5K	—	—	—
Jain Global LLC	N/A	—	8,541	-8,541	-100%	$291.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	8,512	-8,512	-100%	$290.8K	—	—	—
Squarepoint Ops LLC	N/A	—	8,481	-8,481	-100%	$289.7K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	8,230	-8,230	-100%	$281.1K	—	—	—
Man Group plc	N/A	—	7,934	-7,934	-100%	$271.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	7,153	-7,153	-100%	$244.3K	—	—	—
SG Americas Securities, LLC	N/A	—	6,965	-6,965	-100%	$238.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	6,800	-6,800	-100%	$232.3K	—	—	—
Drive Wealth Management, LLC	N/A	—	6,532	-6,532	-100%	$223.1K	—	—	—
Jupiter Topco LLC	N/A	—	6,500	-6,500	-100%	$222.9K	—	—	—
Legal & General Group Plc	N/A	—	6,118	-6,118	-100%	$209.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	5,911	-5,911	-100%	$201.9K	—	—	—
IEQ Capital, LLC	N/A	—	5,873	-5,873	-100%	$200.6K	—	—	—
Arax Advisory Partners	N/A	—	5,789	-5,789	-100%	$197.8K	—	—	—
Quantbot Technologies LP	N/A	—	5,567	-5,567	-100%	$190.2K	—	—	—
Meeder Asset Management Inc	N/A	—	5,110	-5,110	-100%	$174.6K	—	—	—
New York State Common Retirement Fund	N/A	—	4,900	-4,900	-100%	$167.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,712	-4,712	-100%	$161.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,573	-4,573	-100%	$156.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,954	-3,954	-100%	$135.1K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,200	-3,200	-100%	$109.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,000	-3,000	-100%	$102.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,871	-2,871	-100%	$98.1K	—	—	—
FMR LLC	N/A	—	2,305	-2,305	-100%	$78.7K	—	—	—
Royal Bank of Canada	N/A	—	2,246	-2,246	-100%	$76.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,340	-1,340	-100%	$45.8K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	1,000	-1,000	-100%	$34.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	907	-907	-100%	$31.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	322	-322	-100%	$11.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	288	-288	-100%	$9.8K	—	—	—
Group One Trading LLC	N/A	—	163	-163	-100%	$5.6K	—	—	—
C M Bidwell & Associates LTD	N/A	—	124	-124	-100%	$4.2K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	76	-76	-100%	$2.6K	—	—	—
Optiver Holding B.V.	N/A	—	76	-76	-100%	$2.6K	—	—	—
Picton Mahoney Asset Management	N/A	—	66	-66	-100%	$2.3K	—	—	—
Rothschild Investment LLC	N/A	—	64	-64	-100%	$2.2K	—	—	—
Quarry LP	N/A	—	58	-58	-100%	$2.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	58	-58	-100%	$2.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	47	-47	-100%	$1.6K	—	—	—
LRI Investments, LLC	N/A	—	25	-25	-100%	$854	—	—	—
Global Retirement Partners, LLC	N/A	—	4	-4	-100%	$137	—	—	—
Smartleaf Asset Management LLC	N/A	—	3	-3	-100%	$103	—	—	—
CVA Family Office, LLC	N/A	—	1	-1	-100%	$34	—	—	—

Showing 152 of 152 institutions