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Independent Bank Corp - Mich (IBCP)

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
Shares901,531 from 890,443
Change+11,088 (+1%)
Value$31.8M (-$348.3K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares547,743 from 537,677
Change+10,066 (+2%)
Value$19.3M (-$91.6K)
Filed 2026-11-06
LSV Asset Management
DECREASED
Shares296,843 from 388,293
Change-91,450 (-24%)
Value$10.5M (-$3.5M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares235,095 from 273,132
Change-38,037 (-14%)
Value$8.3M (-$1.6M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares197,104 from 219,926
Change-22,822 (-10%)
Value$6.9M (-$986.8K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares149,871 from 149,542
Change+329 (+0%)
Value$5.3M (-$112.5K)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares77,350 from 85,017
Change-7,667 (-9%)
Value$2.7M (-$339.6K)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares77,139 from 78,002
Change-863 (-1%)
Value$2.7M (-$95.2K)
Filed 2026-11-06
Legacy Trust
NEW
Shares39,141
Change+39,141
Value$1.4M
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares35,611 from 6,276
Change+29,335 (+467%)
Value$1.3M (+$1.0M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares33,496 from 33,496
Change0 (0%)
Value$1.2M (-$27.8K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares29,983 from 30,247
Change-264 (-1%)
Value$1.1M (-$34.4K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares28,947 from 30,385
Change-1,438 (-5%)
Value$1.0M (-$75.9K)
Filed 2026-10-16
Wedge Capital Management L L P
INCREASED
Shares27,043 from 24,331
Change+2,712 (+11%)
Value$953.0K (+$75.4K)
Filed 2026-10-13
SummerHaven Investment Management, LLC
INCREASED
Shares25,488 from 21,491
Change+3,997 (+19%)
Value$898.2K (+$123.0K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares25,390 from 43,334
Change-17,944 (-41%)
Value$894.0K (-$669.0K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares23,560 from 27,860
Change-4,300 (-15%)
Value$830.3K (-$174.7K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares21,157 from 17,219
Change+3,938 (+23%)
Value$745.6K (+$124.5K)
Filed 2026-11-03
MQS Management LLC
NEW
Shares19,825
Change+19,825
Value$698.6K
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares19,161 from 21,069
Change-1,908 (-9%)
Value$675.2K (-$84.7K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares18,289 from 23,119
Change-4,830 (-21%)
Value$644.5K (-$189.4K)
Filed 2026-11-04
Achmea Investment Management B.V.
NEW
Shares17,700
Change+17,700
Value$624.2K
Filed 2026-10-30
Hudson Edge Investment Partners Inc.
DECREASED
Shares16,920 from 26,424
Change-9,504 (-36%)
Value$596.3K (-$356.9K)
Filed 2026-10-28
Norris Perne & French LLP
NEW
Shares11,112
Change+11,112
Value$391.6K
Filed 2026-10-23
Evergreen Capital Management LLC
UNCHANGED
Shares10,423 from 10,423
Change0 (0%)
Value$367.3K (-$8.7K)
Filed 2026-10-23
LJI Wealth Management, LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$317.2K (-$7.5K)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares8,021 from 7,262
Change+759 (+10%)
Value$282.7K (+$20.7K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,019 from 6,082
Change+1,937 (+32%)
Value$286.8K (+$68.5K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares7,980 from 7,994
Change-14 (0%)
Value$281.2K (-$7.1K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
NEW
Shares6,555
Change+6,555
Value$231.0K
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares4,810 from 3,929
Change+881 (+22%)
Value$169.5K (+$27.8K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares2,300 from 1,972
Change+328 (+17%)
Value$81.1K (+$9.9K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares1,502 from 1,098
Change+404 (+37%)
Value$52.9K (+$13.3K)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares1,200
Change+1,200
Value$42.3K
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares1,169 from 1,189
Change-20 (-2%)
Value$41.2K (-$1.7K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$38.2K (-$901)
Filed 2026-10-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$31.7K (-$747)
Filed 2026-11-03
State of Alaska, Department of Revenue
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$29 (-$30.0K)
Filed 2026-10-15
Larson Financial Group LLC
DECREASED
Shares767 from 818
Change-51 (-6%)
Value$27.0K (-$2.5K)
Filed 2026-11-05
US Bancorp \de\
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$15.3K (-$361)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares371 from 359
Change+12 (+3%)
Value$13.4K (+$432)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares263 from 236
Change+27 (+11%)
Value$9.3K (+$755)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$8.7K (-$205)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
NEW
Shares245
Change+245
Value$8.6K
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares232 from 139
Change+93 (+67%)
Value$8.2K (+$3.2K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares206 from 205
Change+1 (+0%)
Value$7.3K (-$135)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$6.0K (-$140)
Filed 2026-10-27
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.6K ($0)
Filed 2026-11-05
Essential Partners LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$3.5K (-$82)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares97
Change+97
Value$3.4K
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares79
Change+79
Value$2.8K
Filed 2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$2.4K (-$57)
Filed 2026-10-20
Clark Wealth Partners
NEW
Shares65
Change+65
Value$2.3K
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares43 from 47
Change-4 (-9%)
Value$1.5K (-$180)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.4K (-$34)
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.1K (-$25)
Filed 2026-11-04
True Wealth Design, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.0K (-$25)
Filed 2026-10-13
Torren Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$982 (-$16)
Filed 2026-10-29
CoreCap Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$705 (-$16)
Filed 2026-10-08
Parkside Financial Bank & Trust
NEW
Shares15
Change+15
Value$529
Filed 2026-10-27
Covestor Ltd
INCREASED
Shares13 from 11
Change+2 (+18%)
Value$0 ($0)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$388 (-$9)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$352 (-$9)
Filed 2026-10-05
SJS Investment Consulting Inc.
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$212 (+$103)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$0 ($0)
Filed 2026-10-27
Midwest Capital Advisors, LLC
NEW
Shares3
Change+3
Value$104
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$70
Filed 2026-10-30
Fortitude Family Office, LLC
NEW
Shares2
Change+2
Value$70
Filed 2026-10-14
ProShare Advisors LLC
CLOSED
Shares0 from 191,362
Change-191,362 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-29
Amundi
CLOSED
Shares0 from 5,651
Change-5,651 (-100%)
Value$0 (-$203.8K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$734)
Filed 2026-11-02
Avion Wealth
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 ($0)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$433)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$216)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 2,984,939
Change-2,984,939 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 879,625
Change-879,625 (-100%)
Value—
State Street Corp
N/A
Shares— from 824,463
Change-824,463 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 780,992
Change-780,992 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 756,325
Change-756,325 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 697,724
Change-697,724 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 617,500
Change-617,500 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 415,987
Change-415,987 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 380,322
Change-380,322 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 346,624
Change-346,624 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 344,118
Change-344,118 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 338,633
Change-338,633 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 329,514
Change-329,514 (-100%)
Value—
PL Capital Advisors, LLCA
N/A
Shares— from 318,985
Change-318,985 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 318,638
Change-318,638 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 252,470
Change-252,470 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 223,770
Change-223,770 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 219,284
Change-219,284 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 211,161
Change-211,161 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 203,607
Change-203,607 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 202,718
Change-202,718 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 191,750
Change-191,750 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 178,957
Change-178,957 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 167,623
Change-167,623 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 139,223
Change-139,223 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 138,935
Change-138,935 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 134,803
Change-134,803 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 108,183
Change-108,183 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 107,000
Change-107,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 103,132
Change-103,132 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 101,839
Change-101,839 (-100%)
Value—
UBS Group AG
N/A
Shares— from 98,850
Change-98,850 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 81,804
Change-81,804 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 76,229
Change-76,229 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 74,150
Change-74,150 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 70,411
Change-70,411 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68,028
Change-68,028 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 61,331
Change-61,331 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 58,934
Change-58,934 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 58,372
Change-58,372 (-100%)
Value—
Man Group plc
N/A
Shares— from 57,667
Change-57,667 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 53,511
Change-53,511 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 51,572
Change-51,572 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 47,865
Change-47,865 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 46,792
Change-46,792 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 43,102
Change-43,102 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 39,300
Change-39,300 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 38,776
Change-38,776 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 35,711
Change-35,711 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 32,530
Change-32,530 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 30,459
Change-30,459 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 29,228
Change-29,228 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 27,699
Change-27,699 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 25,236
Change-25,236 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,922
Change-24,922 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 24,104
Change-24,104 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,693
Change-21,693 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 20,399
Change-20,399 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 16,902
Change-16,902 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,809
Change-16,809 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 14,310
Change-14,310 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,407
Change-13,407 (-100%)
Value—
Allstate Corp
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,397
Change-10,397 (-100%)
Value—
Boston Partners
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,882
Change-9,882 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,758
Change-9,758 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,600
Change-9,600 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,319
Change-9,319 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,278
Change-9,278 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 9,241
Change-9,241 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,768
Change-8,768 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,566
Change-8,566 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,230
Change-8,230 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 6,649
Change-6,649 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,209
Change-6,209 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,789
Change-5,789 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 833
Change-833 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 800
Change-800 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 493
Change-493 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 72
Change-72 (-100%)
Value—
Quarry LP
N/A
Shares— from 61
Change-61 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 21
Change-21 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED901,531890,443+11,088+1%$32.1M$31.8M-$348.3K2026-11-04
Geode Capital Management, LLC
INCREASED547,743537,677+10,066+2%$19.4M$19.3M-$91.6K2026-11-06
LSV Asset Management
DECREASED296,843388,293-91,450-24%$14.0M$10.5M-$3.5M2026-11-06
Principal Financial Group Inc
DECREASED235,095273,132-38,037-14%$9.9M$8.3M-$1.6M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED197,104219,926-22,822-10%$7.9M$6.9M-$986.8K2026-11-04
Bank of New York Mellon Corp
INCREASED149,871149,542+329+0%$5.4M$5.3M-$112.5K2026-11-05
Russell Investments Group, Ltd.
DECREASED77,35085,017-7,667-9%$3.1M$2.7M-$339.6K2026-11-06
Barclays PLC
DECREASED77,13978,002-863-1%$2.8M$2.7M-$95.2K2026-11-06
Legacy Trust
NEW39,141—+39,141——$1.4M—2026-11-06
Commonwealth Equity Services, LLC
INCREASED35,6116,276+29,335+467%$226.4K$1.3M+$1.0M2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED33,49633,49600%$1.2M$1.2M-$27.8K2026-11-05
Creative Planning
DECREASED29,98330,247-264-1%$1.1M$1.1M-$34.4K2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED28,94730,385-1,438-5%$1.1M$1.0M-$75.9K2026-10-16
Wedge Capital Management L L P
INCREASED27,04324,331+2,712+11%$877.6K$953.0K+$75.4K2026-10-13
SummerHaven Investment Management, LLC
INCREASED25,48821,491+3,997+19%$775.2K$898.2K+$123.0K2026-10-19
Thrivent Financial for Lutherans
DECREASED25,39043,334-17,944-41%$1.6M$894.0K-$669.0K2026-11-05
Bailard, Inc.
DECREASED23,56027,860-4,300-15%$1.0M$830.3K-$174.7K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED21,15717,219+3,938+23%$621.1K$745.6K+$124.5K2026-11-03
MQS Management LLC
NEW19,825—+19,825——$698.6K—2026-11-06
Deutsche Bank Ag\
DECREASED19,16121,069-1,908-9%$760.0K$675.2K-$84.7K2026-11-06
Citigroup Inc
DECREASED18,28923,119-4,830-21%$833.9K$644.5K-$189.4K2026-11-04
Achmea Investment Management B.V.
NEW17,700—+17,700——$624.2K—2026-10-30
Hudson Edge Investment Partners Inc.
DECREASED16,92026,424-9,504-36%$953.1K$596.3K-$356.9K2026-10-28
Norris Perne & French LLP
NEW11,112—+11,112——$391.6K—2026-10-23
Evergreen Capital Management LLC
UNCHANGED10,42310,42300%$376.0K$367.3K-$8.7K2026-10-23
LJI Wealth Management, LLC
UNCHANGED9,0009,00000%$324.6K$317.2K-$7.5K2026-10-28
Fifth Third Bancorp
INCREASED8,0217,262+759+10%$261.9K$282.7K+$20.7K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED8,0196,082+1,937+32%$218.2K$286.8K+$68.5K2026-10-13
Sterling Capital Management LLC
DECREASED7,9807,994-140%$288.3K$281.2K-$7.1K2026-10-22
Hennion & Walsh Asset Management, Inc.
NEW6,555—+6,555——$231.0K—2026-10-13
Nisa Investment Advisors, LLC
INCREASED4,8103,929+881+22%$141.7K$169.5K+$27.8K2026-10-20
PNC Financial Services Group, Inc.
INCREASED2,3001,972+328+17%$71.1K$81.1K+$9.9K2026-11-06
Assetmark, Inc
INCREASED1,5021,098+404+37%$39.6K$52.9K+$13.3K2026-10-21
William Mack & Associates, Inc.
NEW1,200—+1,200——$42.3K—2026-10-27
Parallel Advisors, LLC
DECREASED1,1691,189-20-2%$42.9K$41.2K-$1.7K2026-11-03
Versant Capital Management, Inc
UNCHANGED1,0851,08500%$39.1K$38.2K-$9012026-10-02
Flagship Wealth Advisors, LLC
UNCHANGED90090000%$32.5K$31.7K-$7472026-11-03
State of Alaska, Department of Revenue
UNCHANGED83283200%$30.0K$29-$30.0K2026-10-15
Larson Financial Group LLC
DECREASED767818-51-6%$29.5K$27.0K-$2.5K2026-11-05
US Bancorp \de\
UNCHANGED43543500%$15.7K$15.3K-$3612026-11-05
Allworth Financial LP
INCREASED371359+12+3%$13.0K$13.4K+$4322026-11-06
Gamma Investing LLC
INCREASED263236+27+11%$8.5K$9.3K+$7552026-10-08
IFP Advisors, Inc
UNCHANGED24724700%$8.9K$8.7K-$2052026-10-16
Pension & Wealth Management Advisors, Inc.
NEW245—+245——$8.6K—2026-10-16
Farther Finance Advisors, LLC
INCREASED232139+93+67%$5.0K$8.2K+$3.2K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED206205+1+0%$7.4K$7.3K-$1352026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED16916900%$6.1K$6.0K-$1402026-10-27
Bayban
UNCHANGED10010000%$3.6K$3.6K$02026-11-05
Essential Partners LLC
UNCHANGED999900%$3.6K$3.5K-$822026-10-14
Root Financial Partners, LLC
NEW97—+97——$3.4K—2026-10-21
GK Wealth Management LLC
NEW79—+79——$2.8K—2026-10-09
Physician Wealth Advisors, Inc.
UNCHANGED696900%$2.5K$2.4K-$572026-10-20
Clark Wealth Partners
NEW65—+65——$2.3K—2026-10-19
Silver Grove Financial Group, Inc.
DECREASED4347-4-9%$1.7K$1.5K-$1802026-11-05
Signaturefd, LLC
UNCHANGED414100%$1.5K$1.4K-$342026-10-23
Bare Financial Services, Inc
UNCHANGED303000%$1.1K$1.1K-$252026-11-04
True Wealth Design, LLC
UNCHANGED292900%$1.0K$1.0K-$252026-10-13
Torren Management, LLC
UNCHANGED282800%$998$982-$162026-10-29
CoreCap Advisors, LLC
UNCHANGED202000%$721$705-$162026-10-08
Parkside Financial Bank & Trust
NEW15—+15——$529—2026-10-27
Covestor Ltd
INCREASED1311+2+18%$0$0$02026-10-30
Clearstead Advisors, LLC
UNCHANGED111100%$397$388-$92026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED101000%$361$352-$92026-10-05
SJS Investment Consulting Inc.
INCREASED63+3+100%$109$212+$1032026-10-26
Capital Advisors, Ltd. LLC
UNCHANGED5500%$0$0$02026-10-27
Midwest Capital Advisors, LLC
NEW3—+3——$104—2026-11-04
Provenance Wealth Advisors, LLC
NEW2—+2——$70—2026-10-30
Fortitude Family Office, LLC
NEW2—+2——$70—2026-10-14
ProShare Advisors LLC
CLOSED0191,362-191,362-100%$6.9M$0-$6.9M2026-10-29
Amundi
CLOSED05,651-5,651-100%$203.8K$0-$203.8K2026-11-06
International Assets Investment Management, LLC
CLOSED020-20-100%$734$0-$7342026-11-02
Avion Wealth
CLOSED016-16-100%$0$0$02026-11-04
Stone House Investment Management, LLC
CLOSED012-12-100%$433$0-$4332026-10-23
Caitong International Asset Management Co., Ltd
CLOSED06-6-100%$216$0-$2162026-10-29
BlackRock, Inc.
N/A—2,984,939-2,984,939-100%$107.7M———
Vanguard Capital Management LLC
N/A—879,625-879,625-100%$31.7M———
State Street Corp
N/A—824,463-824,463-100%$29.7M———
American Century Companies Inc
N/A—780,992-780,992-100%$28.2M———
Acadian Asset Management LLC
N/A—756,325-756,325-100%$27.3M———
Charles Schwab Investment Management Inc
N/A—697,724-697,724-100%$25.2M———
Renaissance Technologies LLC
N/A—617,500-617,500-100%$22.3M———
Goldman Sachs Group Inc
N/A—415,987-415,987-100%$15.0M———
Manufacturers Life Insurance Company, the
N/A—380,322-380,322-100%$13.7M———
Vanguard Portfolio Management LLC
N/A—346,624-346,624-100%$12.5M———
JPMorgan Chase & Co
N/A—344,118-344,118-100%$12.4M———
Qube Research & Technologies Ltd
N/A—338,633-338,633-100%$12.2M———
Nuveen, LLC
N/A—329,514-329,514-100%$11.9M———
PL Capital Advisors, LLCA
N/A—318,985-318,985-100%$11.5M———
Two Sigma Investments, LP
N/A—318,638-318,638-100%$11.5M———
Morgan Stanley
N/A—252,470-252,470-100%$9.1M———
CSM Advisors, LLC
N/A—223,770-223,770-100%$8.1M———
Northern Trust Corp
N/A—219,284-219,284-100%$7.9M———
Citadel Advisors LLC
N/A—211,161-211,161-100%$7.6M———
FJ Capital Management LLC
N/A—203,607-203,607-100%$7.3M———
Arrowstreet Capital, Limited Partnership
N/A—202,718-202,718-100%$7.3M———
Hotchkis & Wiley Capital Management LLC
N/A—191,750-191,750-100%$6.9M———
AQR Capital Management LLC
N/A—178,957-178,957-100%$6.5M———
Federated Hermes, Inc.
N/A—167,623-167,623-100%$6.0M———
Ategra Capital Management, LLC
N/A—139,223-139,223-100%$5.0M———
SG Americas Securities, LLC
N/A—138,935-138,935-100%$5.0M———
Vanguard Fiduciary Trust Co
N/A—134,803-134,803-100%$4.9M———
SEI Investments Co
N/A—108,183-108,183-100%$3.9M———
Maltese Capital Management LLC
N/A—107,000-107,000-100%$3.9M———
BNP Paribas Financial Markets
N/A—103,132-103,132-100%$3.7M———
Jacobs Levy Equity Management, Inc
N/A—101,839-101,839-100%$3.7M———
UBS Group AG
N/A—98,850-98,850-100%$3.6M———
Ameriprise Financial Inc
N/A—81,804-81,804-100%$3.0M———
Bank of America Corp
N/A—76,229-76,229-100%$2.7M———
HSBC Holdings PLC
N/A—74,150-74,150-100%$2.7M———
Point72 Asset Management, L.P.
N/A—70,411-70,411-100%$2.5M———
Franklin Resources Inc
N/A—68,028-68,028-100%$2.5M———
Millennium Management LLC
N/A—61,331-61,331-100%$2.2M———
Victory Capital Management Inc
N/A—58,934-58,934-100%$2.1M———
Bridgeway Capital Management, LLC
N/A—58,372-58,372-100%$2.1M———
Man Group plc
N/A—57,667-57,667-100%$2.1M———
Quantinno Capital Management LP
N/A—53,511-53,511-100%$1.9M———
Empowered Funds, LLC
N/A—51,572-51,572-100%$1.9M———
UBS Asset Management Americas LLC
N/A—47,865-47,865-100%$1.7M———
Price T Rowe Associates Inc
N/A—46,792-46,792-100%$1.7M———
HRT Financial LP
N/A—43,102-43,102-100%$1.6M———
Swiss National Bank
N/A—39,300-39,300-100%$1.4M———
Campbell & Co Investment Adviser LLC
N/A—38,776-38,776-100%$1.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—35,711-35,711-100%$1.3M———
Prudential Financial Inc
N/A—32,530-32,530-100%$1.2M———
Martingale Asset Management L P
N/A—31,504-31,504-100%$1.1M———
Invesco Ltd.
N/A—30,459-30,459-100%$1.1M———
Globeflex Capital L P
N/A—29,228-29,228-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—27,699-27,699-100%$999.1K———
Atom Investors LP
N/A—25,236-25,236-100%$910.3K———
Rhumbline Advisers
N/A—24,922-24,922-100%$898.9K———
California State Teachers Retirement System
N/A—24,104-24,104-100%$869.4K———
Alliancebernstein L.P.
N/A—21,693-21,693-100%$722.4K———
Cetera Investment Advisers
N/A—20,399-20,399-100%$735.8K———
Mariner, LLC
N/A—18,233-18,233-100%$657.7K———
Legal & General Group Plc
N/A—17,010-17,010-100%$613.6K———
Odyssean, LLC
N/A—16,902-16,902-100%$609.7K———
Wells Fargo & Company
N/A—16,809-16,809-100%$606.3K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—16,098-16,098-100%$580.7K———
Rafferty Asset Management, LLC
N/A—14,310-14,310-100%$516.2K———
Rockefeller Capital Management L.P.
N/A—14,016-14,016-100%$505.6K———
Rehmann Capital Advisory Group
N/A—13,627-13,627-100%$491.5K———
Raymond James Financial Inc
N/A—13,407-13,407-100%$483.6K———
Allstate Corp
N/A—12,700-12,700-100%$458.1K———
Schonfeld Strategic Advisors LLC
N/A—12,234-12,234-100%$441.3K———
Vanguard Asset Management, Ltd
N/A—12,055-12,055-100%$434.8K———
MetLife Investment Management, LLC
N/A—11,743-11,743-100%$423.6K———
Public Employees Retirement System of Ohio
N/A—11,441-11,441-100%$412.7K———
Quadrature Capital Ltd
N/A—10,439-10,439-100%$376.5K———
Entropy Technologies, LP
N/A—10,400-10,400-100%$375.1K———
Vanguard Global Advisers, LLC
N/A—10,397-10,397-100%$375.0K———
Boston Partners
N/A—10,128-10,128-100%$365.3K———
IEQ Capital, LLC
N/A—9,938-9,938-100%$358.4K———
Envestnet Asset Management Inc
N/A—9,882-9,882-100%$356.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,783-9,783-100%$352.9K———
Integrated Wealth Concepts LLC
N/A—9,758-9,758-100%$352.0K———
Canada Pension Plan Investment Board
N/A—9,600-9,600-100%$346.3K———
Mercer Global Advisors Inc
N/A—9,319-9,319-100%$336.1K———
Jupiter Topco LLC
N/A—9,278-9,278-100%$334.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—9,241-9,241-100%$333.3K———
New York State Common Retirement Fund
N/A—8,768-8,768-100%$316.3K———
XTX Topco Ltd
N/A—8,566-8,566-100%$309.0K———
Vanguard Investments Australia, Ltd.
N/A—8,230-8,230-100%$296.9K———
Quantbot Technologies LP
N/A—7,956-7,956-100%$287.0K———
Teacher Retirement System of Texas
N/A—7,945-7,945-100%$286.6K———
First Trust Advisors LP
N/A—7,277-7,277-100%$262.5K———
Balyasny Asset Management L.P.
N/A—6,742-6,742-100%$243.2K———
Cerity Partners LLC
N/A—6,649-6,649-100%$239.8K———
Meeder Asset Management Inc
N/A—6,580-6,580-100%$237.3K———
Graham Capital Management, L.P.
N/A—6,257-6,257-100%$225.7K———
Sequoia Financial Advisors, LLC
N/A—6,209-6,209-100%$224.0K———
DRW Securities, LLC
N/A—6,117-6,117-100%$220.6K———
Aigen Investment Management, LP
N/A—6,058-6,058-100%$218.5K———
Police & Firemen's Retirement System of New Jersey
N/A—5,789-5,789-100%$208.8K———
State Board of Administration of Florida Retirement System
N/A—5,771-5,771-100%$208.2K———
FMR LLC
N/A—5,158-5,158-100%$186.1K———
Aquatic Capital Management LLC
N/A—4,989-4,989-100%$180.0K———
KLP Kapitalforvaltning AS
N/A—4,600-4,600-100%$165.9K———
Osaic Holdings, Inc.
N/A—3,038-3,038-100%$109.6K———
Canada Life Assurance Co
N/A—2,805-2,805-100%$101.0K———
LOS Angeles Capital Management LLC
N/A—2,591-2,591-100%$93.5K———
BNP Paribas Asset Management Holding S.A.
N/A—2,447-2,447-100%$88.3K———
Harbour Investments, Inc.
N/A—2,086-2,086-100%$75.2K———
Ameritas Investment Partners, Inc.
N/A—1,669-1,669-100%$60.2K———
Tower Research Capital LLC (TRC)
N/A—1,290-1,290-100%$46.5K———
Arax Advisory Partners
N/A—1,285-1,285-100%$46.4K———
Burnham & Co LLC
N/A—1,000-1,000-100%$36.1K———
Royal Bank of Canada
N/A—833-833-100%$30.0K———
Federation des caisses Desjardins du Quebec
N/A—800-800-100%$28.9K———
Jones Financial Companies Lllp
N/A—493-493-100%$17.9K———
Rothschild Investment LLC
N/A—94-94-100%$3.4K———
Huntington National Bank
N/A—72-72-100%$2.6K———
Quarry LP
N/A—61-61-100%$2.2K———
Smartleaf Asset Management LLC
N/A—57-57-100%$2.1K———
Keating Financial Advisory Services, Inc.
N/A—57-57-100%$2.1K———
Kilter Group LLC
N/A—50-50-100%$1.8K———
Optiver Holding B.V.
N/A—34-34-100%$1.2K———
Fiduciary Financial Advisors
N/A—21-21-100%$756———
Rialto Wealth Management, LLC
N/A—15-15-100%$542———
Showing 198 of 198 institutions