Information Services Group (III)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares1,692,182 from 1,600,317

Change+91,865 (+6%)

Value$9.4M (+$2.8M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares935,616 from 947,276

Change-11,660 (-1%)

Value$5.2M (+$1.3M)

Filed 2026-11-06

Crestwood Advisors Group, LLC

UNCHANGED

Shares819,090 from 819,090

Change0 (0%)

Value$4.5M (+$1.2M)

Filed 2026-10-27

Essex Investment Management Co LLC

DECREASED

Shares783,636 from 808,345

Change-24,709 (-3%)

Value$4.3M (+$1.0M)

Filed 2026-10-19

Bank of New York Mellon Corp

DECREASED

Shares513,912 from 515,382

Change-1,470 (0%)

Value$2.8M (+$723.7K)

Filed 2026-11-05

Ritholtz Wealth Management

INCREASED

Shares287,244 from 209,435

Change+77,809 (+37%)

Value$1.6M (+$727.7K)

Filed 2026-11-05

Capital Management Corp

NEW

Shares267,014

Change+267,014

Value$1.5M

Filed 2026-10-29

Equitable Trust Co

DECREASED

Shares266,802 from 277,222

Change-10,420 (-4%)

Value$1.5M (+$336.0K)

Filed 2026-10-13

Themes Management Co LLC

DECREASED

Shares236,089 from 281,303

Change-45,214 (-16%)

Value$1.3M (+$149.4K)

Filed 2026-10-29

North Star Investment Management Corp.

UNCHANGED

Shares128,883 from 128,883

Change0 (0%)

Value$712.7K (+$183.0K)

Filed 2026-10-27

Seizert Capital Partners, LLC

INCREASED

Shares102,583 from 86,346

Change+16,237 (+19%)

Value$567.3K (+$212.4K)

Filed 2026-10-30

One Way Holdings LLC

DECREASED

Shares100,000 from 130,000

Change-30,000 (-23%)

Value$553.0K (+$18.7K)

Filed 2026-10-29

Barclays PLC

INCREASED

Shares72,271 from 69,263

Change+3,008 (+4%)

Value$399.7K (+$115.0K)

Filed 2026-11-06

Bailard, Inc.

DECREASED

Shares63,439 from 79,939

Change-16,500 (-21%)

Value$350.8K (+$22.3K)

Filed 2026-10-13

Williams & Novak Wealth Management, LLC

INCREASED

Shares50,466 from 39,996

Change+10,470 (+26%)

Value$279.1K (+$114.7K)

Filed 2026-10-09

SEB Asset Management AB

DECREASED

Shares48,528 from 68,603

Change-20,075 (-29%)

Value$268.4K (-$13.6K)

Filed 2026-11-04

Indivisible Partners

NEW

Shares43,885

Change+43,885

Value$242.7K

Filed 2026-10-26

Deutsche Bank Ag\

DECREASED

Shares29,957 from 34,313

Change-4,356 (-13%)

Value$165.7K (+$24.6K)

Filed 2026-11-06

D'Orazio & Associates, Inc.

INCREASED

Shares28,383 from 22,517

Change+5,866 (+26%)

Value$157.0K (+$64.4K)

Filed 2026-11-04

Abel Hall, LLC

DECREASED

Shares27,158 from 52,151

Change-24,993 (-48%)

Value$150.2K (-$64.2K)

Filed 2026-10-19

Unified Investment Management

DECREASED

Shares26,800 from 29,300

Change-2,500 (-9%)

Value$148.2K (+$27.8K)

Filed 2026-10-14

Procyon Advisors, LLC

UNCHANGED

Shares22,985 from 22,985

Change0 (0%)

Value$127.1K (+$32.6K)

Filed 2026-10-21

Relyea Zuckerberg Hanson LLC

DECREASED

Shares21,713 from 56,544

Change-34,831 (-62%)

Value$120.1K (-$112.3K)

Filed 2026-10-20

Russell Investments Group, Ltd.

INCREASED

Shares20,690 from 20,550

Change+140 (+1%)

Value$114.4K (+$30.0K)

Filed 2026-11-06

Kathmere Capital Management, LLC

NEW

Shares20,221

Change+20,221

Value$111.8K

Filed 2026-10-20

Moran Wealth Management, LLC

NEW

Shares17,930

Change+17,930

Value$99.2K

Filed 2026-10-22

Baron Wealth Management LLC

INCREASED

Shares17,032 from 14,550

Change+2,482 (+17%)

Value$94.2K (+$34.4K)

Filed 2026-10-27

LPL Financial LLC

DECREASED

Shares16,861 from 16,930

Change-69 (0%)

Value$93.2K (+$23.7K)

Filed 2026-11-06

MacKenzie Financial Corp

UNCHANGED

Shares16,623 from 16,623

Change0 (0%)

Value$91.9K (+$23.6K)

Filed 2026-11-02

Hennion & Walsh Asset Management, Inc.

NEW

Shares16,271

Change+16,271

Value$90.0K

Filed 2026-10-13

Vise Technologies, Inc.

DECREASED

Shares14,462 from 20,287

Change-5,825 (-29%)

Value$80.0K (-$3.4K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

NEW

Shares10,006

Change+10,006

Value$57.2K

Filed 2026-10-13

Harbor Capital Advisors, Inc.

INCREASED

Shares5,788 from 1,513

Change+4,275 (+283%)

Value$32 (+$26)

Filed 2026-10-22

Access Investment Management LLC

UNCHANGED

Shares4,430 from 4,430

Change0 (0%)

Value$24.5K (+$6.3K)

Filed 2026-10-23

State of Alaska, Department of Revenue

UNCHANGED

Shares4,324 from 4,324

Change0 (0%)

Value$23 (+$6)

Filed 2026-10-15

Parallel Advisors, LLC

UNCHANGED

Shares1,726 from 1,726

Change0 (0%)

Value$9.5K (+$2.5K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares1,719 from 16,114

Change-14,395 (-89%)

Value$9.5K (-$56.7K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,089 from 159

Change+930 (+585%)

Value$6.0K (+$5.4K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares843 from 120

Change+723 (+603%)

Value$4.7K (+$4.2K)

Filed 2026-10-08

Sterling Capital Management LLC

DECREASED

Shares693 from 709

Change-16 (-2%)

Value$3.8K (+$918)

Filed 2026-10-22

Fortitude Family Office, LLC

INCREASED

Shares565 from 62

Change+503 (+811%)

Value$3.1K (+$2.9K)

Filed 2026-10-14

Nisa Investment Advisors, LLC

UNCHANGED

Shares464 from 464

Change0 (0%)

Value$2.6K (+$659)

Filed 2026-10-20

Spire Wealth Management

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$2.2K (+$568)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares329 from 329

Change0 (0%)

Value$1.4K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares314 from 344

Change-30 (-9%)

Value$1.7K (+$323)

Filed 2026-11-04

Private Wealth Management Group, LLC

DECREASED

Shares313 from 334

Change-21 (-6%)

Value$1.7K (+$358)

Filed 2026-10-19

True Wealth Design, LLC

DECREASED

Shares280 from 305

Change-25 (-8%)

Value$1.5K (+$295)

Filed 2026-10-13

Torren Management, LLC

UNCHANGED

Shares278 from 278

Change0 (0%)

Value$1.5K (+$394)

Filed 2026-10-29

SJS Investment Consulting Inc.

INCREASED

Shares253 from 10

Change+243 (+2430%)

Value$1.4K (+$1.4K)

Filed 2026-10-26

Fifth Third Bancorp

UNCHANGED

Shares164 from 164

Change0 (0%)

Value$907 (+$233)

Filed 2026-11-05

SBI Securities Co., Ltd.

DECREASED

Shares155 from 156

Change-1 (-1%)

Value$857 (+$216)

Filed 2026-10-22

Zions Bancorporation, National Association

NEW

Shares142

Change+142

Value$785

Filed 2026-11-06

TD Private Client Wealth LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$365 (+$94)

Filed 2026-10-28

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$271 (+$70)

Filed 2026-10-05

Essential Partners LLC

INCREASED

Shares42 from 39

Change+3 (+8%)

Value$232 (+$72)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares20 from 30

Change-10 (-33%)

Value$111 (-$12)

Filed 2026-10-16

Root Financial Partners, LLC

NEW

Shares19

Change+19

Value$105

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

DECREASED

Shares2 from 5

Change-3 (-60%)

Value$11 (-$10)

Filed 2026-10-29

Strs Ohio

CLOSED

Shares0 from 108,200

Change-108,200 (-100%)

Value$0 (-$444.7K)

Filed 2026-10-30

US Bancorp \de\

CLOSED

Shares0 from 38,100

Change-38,100 (-100%)

Value$0 (-$156.6K)

Filed 2026-11-05

Ashton Thomas Private Wealth, LLC

CLOSED

Shares0 from 11,714

Change-11,714 (-100%)

Value$0 (-$48.1K)

Filed 2026-11-03

Private Capital Management, LLC

N/A

Shares— from 4,874,068

Change-4,874,068 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,647,020

Change-4,647,020 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,103,567

Change-3,103,567 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,863,237

Change-1,863,237 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,646,419

Change-1,646,419 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 984,303

Change-984,303 (-100%)

Value—

Crawford Investment Counsel Inc

N/A

Shares— from 904,453

Change-904,453 (-100%)

Value—

State Street Corp

N/A

Shares— from 753,905

Change-753,905 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 684,178

Change-684,178 (-100%)

Value—

Blair William & Co

N/A

Shares— from 681,663

Change-681,663 (-100%)

Value—

JB Capital Partners LP

N/A

Shares— from 487,641

Change-487,641 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 441,033

Change-441,033 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 388,980

Change-388,980 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 374,340

Change-374,340 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 339,256

Change-339,256 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 296,254

Change-296,254 (-100%)

Value—

Potomac Capital Management, Inc.

N/A

Shares— from 291,800

Change-291,800 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 273,840

Change-273,840 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 237,976

Change-237,976 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 234,339

Change-234,339 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 224,111

Change-224,111 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 176,945

Change-176,945 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 175,073

Change-175,073 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 154,949

Change-154,949 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 146,282

Change-146,282 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 143,961

Change-143,961 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 141,233

Change-141,233 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 132,907

Change-132,907 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 114,403

Change-114,403 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 103,415

Change-103,415 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 99,440

Change-99,440 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 74,311

Change-74,311 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 64,061

Change-64,061 (-100%)

Value—

FMR LLC

N/A

Shares— from 61,534

Change-61,534 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 61,014

Change-61,014 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 50,893

Change-50,893 (-100%)

Value—

UBS Group AG

N/A

Shares— from 50,732

Change-50,732 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 48,909

Change-48,909 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 48,387

Change-48,387 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 46,662

Change-46,662 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 43,383

Change-43,383 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 40,525

Change-40,525 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 37,350

Change-37,350 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 34,314

Change-34,314 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 30,467

Change-30,467 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 28,571

Change-28,571 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 27,604

Change-27,604 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,717

Change-26,717 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 26,100

Change-26,100 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 25,988

Change-25,988 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 23,465

Change-23,465 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 22,380

Change-22,380 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 20,706

Change-20,706 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 16,812

Change-16,812 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,611

Change-16,611 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 16,190

Change-16,190 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 15,100

Change-15,100 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 13,988

Change-13,988 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,167

Change-13,167 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 12,490

Change-12,490 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,172

Change-11,172 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 10,927

Change-10,927 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 10,853

Change-10,853 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,304

Change-10,304 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,044

Change-8,044 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,996

Change-5,996 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,855

Change-5,855 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,582

Change-3,582 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,390

Change-3,390 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 1,860

Change-1,860 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,428

Change-1,428 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,335

Change-1,335 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 1,008

Change-1,008 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 776

Change-776 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 484

Change-484 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 411

Change-411 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 268

Change-268 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 263

Change-263 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 245

Change-245 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 171

Change-171 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 86

Change-86 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,692,182	1,600,317	+91,865	+6%	$6.6M	$9.4M	+$2.8M	2026-11-04
Geode Capital Management, LLC	DECREASED	935,616	947,276	-11,660	-1%	$3.9M	$5.2M	+$1.3M	2026-11-06
Crestwood Advisors Group, LLC	UNCHANGED	819,090	819,090	0	0%	$3.4M	$4.5M	+$1.2M	2026-10-27
Essex Investment Management Co LLC	DECREASED	783,636	808,345	-24,709	-3%	$3.3M	$4.3M	+$1.0M	2026-10-19
Bank of New York Mellon Corp	DECREASED	513,912	515,382	-1,470	0%	$2.1M	$2.8M	+$723.7K	2026-11-05
Ritholtz Wealth Management	INCREASED	287,244	209,435	+77,809	+37%	$860.8K	$1.6M	+$727.7K	2026-11-05
Capital Management Corp	NEW	267,014	—	+267,014	—	—	$1.5M	—	2026-10-29
Equitable Trust Co	DECREASED	266,802	277,222	-10,420	-4%	$1.1M	$1.5M	+$336.0K	2026-10-13
Themes Management Co LLC	DECREASED	236,089	281,303	-45,214	-16%	$1.2M	$1.3M	+$149.4K	2026-10-29
North Star Investment Management Corp.	UNCHANGED	128,883	128,883	0	0%	$529.7K	$712.7K	+$183.0K	2026-10-27
Seizert Capital Partners, LLC	INCREASED	102,583	86,346	+16,237	+19%	$354.9K	$567.3K	+$212.4K	2026-10-30
One Way Holdings LLC	DECREASED	100,000	130,000	-30,000	-23%	$534.3K	$553.0K	+$18.7K	2026-10-29
Barclays PLC	INCREASED	72,271	69,263	+3,008	+4%	$284.7K	$399.7K	+$115.0K	2026-11-06
Bailard, Inc.	DECREASED	63,439	79,939	-16,500	-21%	$328.5K	$350.8K	+$22.3K	2026-10-13
Williams & Novak Wealth Management, LLC	INCREASED	50,466	39,996	+10,470	+26%	$164.4K	$279.1K	+$114.7K	2026-10-09
SEB Asset Management AB	DECREASED	48,528	68,603	-20,075	-29%	$282.0K	$268.4K	-$13.6K	2026-11-04
Indivisible Partners	NEW	43,885	—	+43,885	—	—	$242.7K	—	2026-10-26
Deutsche Bank Ag\	DECREASED	29,957	34,313	-4,356	-13%	$141.0K	$165.7K	+$24.6K	2026-11-06
D'Orazio & Associates, Inc.	INCREASED	28,383	22,517	+5,866	+26%	$92.5K	$157.0K	+$64.4K	2026-11-04
Abel Hall, LLC	DECREASED	27,158	52,151	-24,993	-48%	$214.3K	$150.2K	-$64.2K	2026-10-19
Unified Investment Management	DECREASED	26,800	29,300	-2,500	-9%	$120.4K	$148.2K	+$27.8K	2026-10-14
Procyon Advisors, LLC	UNCHANGED	22,985	22,985	0	0%	$94.5K	$127.1K	+$32.6K	2026-10-21
Relyea Zuckerberg Hanson LLC	DECREASED	21,713	56,544	-34,831	-62%	$232.4K	$120.1K	-$112.3K	2026-10-20
Russell Investments Group, Ltd.	INCREASED	20,690	20,550	+140	+1%	$84.5K	$114.4K	+$30.0K	2026-11-06
Kathmere Capital Management, LLC	NEW	20,221	—	+20,221	—	—	$111.8K	—	2026-10-20
Moran Wealth Management, LLC	NEW	17,930	—	+17,930	—	—	$99.2K	—	2026-10-22
Baron Wealth Management LLC	INCREASED	17,032	14,550	+2,482	+17%	$59.8K	$94.2K	+$34.4K	2026-10-27
LPL Financial LLC	DECREASED	16,861	16,930	-69	0%	$69.6K	$93.2K	+$23.7K	2026-11-06
MacKenzie Financial Corp	UNCHANGED	16,623	16,623	0	0%	$68.3K	$91.9K	+$23.6K	2026-11-02
Hennion & Walsh Asset Management, Inc.	NEW	16,271	—	+16,271	—	—	$90.0K	—	2026-10-13
Vise Technologies, Inc.	DECREASED	14,462	20,287	-5,825	-29%	$83.4K	$80.0K	-$3.4K	2026-10-29
Wealth Enhancement Advisory Services, LLC	NEW	10,006	—	+10,006	—	—	$57.2K	—	2026-10-13
Harbor Capital Advisors, Inc.	INCREASED	5,788	1,513	+4,275	+283%	$6	$32	+$26	2026-10-22
Access Investment Management LLC	UNCHANGED	4,430	4,430	0	0%	$18.2K	$24.5K	+$6.3K	2026-10-23
State of Alaska, Department of Revenue	UNCHANGED	4,324	4,324	0	0%	$17	$23	+$6	2026-10-15
Parallel Advisors, LLC	UNCHANGED	1,726	1,726	0	0%	$7.1K	$9.5K	+$2.5K	2026-11-03
Citigroup Inc	DECREASED	1,719	16,114	-14,395	-89%	$66.2K	$9.5K	-$56.7K	2026-11-04
Gamma Investing LLC	INCREASED	1,089	159	+930	+585%	$653	$6.0K	+$5.4K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	843	120	+723	+603%	$493	$4.7K	+$4.2K	2026-10-08
Sterling Capital Management LLC	DECREASED	693	709	-16	-2%	$2.9K	$3.8K	+$918	2026-10-22
Fortitude Family Office, LLC	INCREASED	565	62	+503	+811%	$255	$3.1K	+$2.9K	2026-10-14
Nisa Investment Advisors, LLC	UNCHANGED	464	464	0	0%	$1.9K	$2.6K	+$659	2026-10-20
Spire Wealth Management	UNCHANGED	400	400	0	0%	$1.6K	$2.2K	+$568	2026-10-30
Allworth Financial LP	UNCHANGED	329	329	0	0%	$1.4K	$1.4K	$0	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	314	344	-30	-9%	$1.4K	$1.7K	+$323	2026-11-04
Private Wealth Management Group, LLC	DECREASED	313	334	-21	-6%	$1.4K	$1.7K	+$358	2026-10-19
True Wealth Design, LLC	DECREASED	280	305	-25	-8%	$1.3K	$1.5K	+$295	2026-10-13
Torren Management, LLC	UNCHANGED	278	278	0	0%	$1.1K	$1.5K	+$394	2026-10-29
SJS Investment Consulting Inc.	INCREASED	253	10	+243	+2430%	$42	$1.4K	+$1.4K	2026-10-26
Fifth Third Bancorp	UNCHANGED	164	164	0	0%	$674	$907	+$233	2026-11-05
SBI Securities Co., Ltd.	DECREASED	155	156	-1	-1%	$641	$857	+$216	2026-10-22
Zions Bancorporation, National Association	NEW	142	—	+142	—	—	$785	—	2026-11-06
TD Private Client Wealth LLC	UNCHANGED	66	66	0	0%	$271	$365	+$94	2026-10-28
MassMutual Private Wealth & Trust, FSB	UNCHANGED	49	49	0	0%	$201	$271	+$70	2026-10-05
Essential Partners LLC	INCREASED	42	39	+3	+8%	$160	$232	+$72	2026-10-14
IFP Advisors, Inc	DECREASED	20	30	-10	-33%	$123	$111	-$12	2026-10-16
Root Financial Partners, LLC	NEW	19	—	+19	—	—	$105	—	2026-10-21
Caitong International Asset Management Co., Ltd	DECREASED	2	5	-3	-60%	$21	$11	-$10	2026-10-29
Strs Ohio	CLOSED	0	108,200	-108,200	-100%	$444.7K	$0	-$444.7K	2026-10-30
US Bancorp \de\	CLOSED	0	38,100	-38,100	-100%	$156.6K	$0	-$156.6K	2026-11-05
Ashton Thomas Private Wealth, LLC	CLOSED	0	11,714	-11,714	-100%	$48.1K	$0	-$48.1K	2026-11-03
Private Capital Management, LLC	N/A	—	4,874,068	-4,874,068	-100%	$20.0M	—	—	—
Cerity Partners LLC	N/A	—	4,647,020	-4,647,020	-100%	$19.1M	—	—	—
BlackRock, Inc.	N/A	—	3,103,567	-3,103,567	-100%	$12.8M	—	—	—
Renaissance Technologies LLC	N/A	—	1,863,237	-1,863,237	-100%	$7.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,646,419	-1,646,419	-100%	$6.8M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	984,303	-984,303	-100%	$4.0M	—	—	—
Crawford Investment Counsel Inc	N/A	—	904,453	-904,453	-100%	$3.7M	—	—	—
State Street Corp	N/A	—	753,905	-753,905	-100%	$3.1M	—	—	—
Morgan Stanley	N/A	—	684,178	-684,178	-100%	$2.8M	—	—	—
Blair William & Co	N/A	—	681,663	-681,663	-100%	$2.8M	—	—	—
JB Capital Partners LP	N/A	—	487,641	-487,641	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	441,033	-441,033	-100%	$1.8M	—	—	—
AQR Capital Management LLC	N/A	—	388,980	-388,980	-100%	$1.6M	—	—	—
Legato Capital Management LLC	N/A	—	374,340	-374,340	-100%	$1.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	339,256	-339,256	-100%	$1.4M	—	—	—
Prudential Financial Inc	N/A	—	296,254	-296,254	-100%	$1.2M	—	—	—
Potomac Capital Management, Inc.	N/A	—	291,800	-291,800	-100%	$1.2M	—	—	—
Northern Trust Corp	N/A	—	273,840	-273,840	-100%	$1.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	237,976	-237,976	-100%	$978.1K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	234,339	-234,339	-100%	$963.1K	—	—	—
Raymond James Financial Inc	N/A	—	224,111	-224,111	-100%	$921.1K	—	—	—
Captrust Financial Advisors	N/A	—	176,945	-176,945	-100%	$727.2K	—	—	—
SEI Investments Co	N/A	—	175,073	-175,073	-100%	$719.6K	—	—	—
Bank of America Corp	N/A	—	154,949	-154,949	-100%	$636.8K	—	—	—
Two Sigma Investments, LP	N/A	—	146,282	-146,282	-100%	$601.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	143,961	-143,961	-100%	$591.7K	—	—	—
Brown Brothers Harriman & Co	N/A	—	141,233	-141,233	-100%	$580.5K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	132,907	-132,907	-100%	$546.2K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	114,403	-114,403	-100%	$470.2K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	103,415	-103,415	-100%	$425.0K	—	—	—
Nuveen, LLC	N/A	—	99,440	-99,440	-100%	$408.7K	—	—	—
Citadel Advisors LLC	N/A	—	74,311	-74,311	-100%	$305.4K	—	—	—
HSBC Holdings PLC	N/A	—	64,061	-64,061	-100%	$262.7K	—	—	—
FMR LLC	N/A	—	61,534	-61,534	-100%	$252.9K	—	—	—
American Century Companies Inc	N/A	—	61,014	-61,014	-100%	$250.8K	—	—	—
Quantinno Capital Management LP	N/A	—	50,893	-50,893	-100%	$209.2K	—	—	—
UBS Group AG	N/A	—	50,732	-50,732	-100%	$208.5K	—	—	—
Invesco Ltd.	N/A	—	48,909	-48,909	-100%	$201.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	48,387	-48,387	-100%	$198.9K	—	—	—
Rhumbline Advisers	N/A	—	46,662	-46,662	-100%	$191.8K	—	—	—
Ameriprise Financial Inc	N/A	—	43,383	-43,383	-100%	$178.3K	—	—	—
Baird Financial Group, Inc.	N/A	—	40,525	-40,525	-100%	$166.6K	—	—	—
Alliancebernstein L.P.	N/A	—	37,350	-37,350	-100%	$143.4K	—	—	—
Rothschild Wealth LLC	N/A	—	34,314	-34,314	-100%	$141.0K	—	—	—
Wells Fargo & Company	N/A	—	30,467	-30,467	-100%	$125.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	28,571	-28,571	-100%	$117.4K	—	—	—
SG Americas Securities, LLC	N/A	—	27,604	-27,604	-100%	$113.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	26,717	-26,717	-100%	$109.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	26,100	-26,100	-100%	$107.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	25,988	-25,988	-100%	$107.0K	—	—	—
Everstar Asset Management, LLC	N/A	—	23,465	-23,465	-100%	$96.4K	—	—	—
XTX Topco Ltd	N/A	—	22,380	-22,380	-100%	$92.0K	—	—	—
IEQ Capital, LLC	N/A	—	20,706	-20,706	-100%	$85.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	16,812	-16,812	-100%	$69.1K	—	—	—
JPMorgan Chase & Co	N/A	—	16,611	-16,611	-100%	$67.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	16,190	-16,190	-100%	$66.5K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	15,100	-15,100	-100%	$62.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	13,988	-13,988	-100%	$57.5K	—	—	—
Royal Bank of Canada	N/A	—	13,167	-13,167	-100%	$54.0K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	12,490	-12,490	-100%	$51.3K	—	—	—
HighTower Advisors, LLC	N/A	—	11,172	-11,172	-100%	$45.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	10,927	-10,927	-100%	$44.9K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	10,853	-10,853	-100%	$44.6K	—	—	—
Centiva Capital, LP	N/A	—	10,304	-10,304	-100%	$42.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,044	-8,044	-100%	$33.1K	—	—	—
New York State Common Retirement Fund	N/A	—	5,996	-5,996	-100%	$24.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,855	-5,855	-100%	$24.1K	—	—	—
Arax Advisory Partners	N/A	—	3,582	-3,582	-100%	$14.7K	—	—	—
Legal & General Group Plc	N/A	—	3,390	-3,390	-100%	$13.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,665	-2,665	-100%	$11.0K	—	—	—
ST Germain D J Co Inc	N/A	—	1,860	-1,860	-100%	$7.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,428	-1,428	-100%	$5.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,335	-1,335	-100%	$5.5K	—	—	—
Raffa Wealth Management, LLC	N/A	—	1,008	-1,008	-100%	$4.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	776	-776	-100%	$3.2K	—	—	—
California State Teachers Retirement System	N/A	—	484	-484	-100%	$2.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	411	-411	-100%	$1.7K	—	—	—
Continuum Advisory, LLC	N/A	—	268	-268	-100%	$1.1K	—	—	—
Rothschild Investment LLC	N/A	—	263	-263	-100%	$1.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	245	-245	-100%	$1.0K	—	—	—
Advisors Asset Management, Inc.	N/A	—	171	-171	-100%	$703	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	86	-86	-100%	$353	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$9	—	—	—

Showing 144 of 144 institutions