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Insteel Industries Inc (IIIN)

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
Shares1,215,685 from 1,169,892
Change+45,793 (+4%)
Value$35.4M (+$81.9K)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares491,187 from 534,655
Change-43,468 (-8%)
Value$14.3M (-$1.8M)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares252,798 from 259,432
Change-6,634 (-3%)
Value$7.4M (-$470.8K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares227,625 from 222,700
Change+4,925 (+2%)
Value$6.6M (-$94.8K)
Filed 2026-11-05
Bridge City Capital, LLC
INCREASED
Shares174,686 from 147,520
Change+27,166 (+18%)
Value$5.1M (+$633.5K)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares106,366 from 153,989
Change-47,623 (-31%)
Value$3.1M (-$1.6M)
Filed 2026-11-06
Isthmus Partners, LLC
INCREASED
Shares102,142 from 101,752
Change+390 (+0%)
Value$3.0M (-$97.5K)
Filed 2026-10-21
Chatham Capital Group, Inc.
INCREASED
Shares80,973 from 79,873
Change+1,100 (+1%)
Value$2.4M (-$53.4K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares77,602 from 87,204
Change-9,602 (-11%)
Value$2.3M (-$373.0K)
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED
Shares58,598 from 54,808
Change+3,790 (+7%)
Value$1.7M (+$51.8K)
Filed 2026-10-19
Cardinal Capital Management
INCREASED
Shares53,508 from 49,905
Change+3,603 (+7%)
Value$1.6M (+$51.6K)
Filed 2026-10-21
Wedge Capital Management L L P
INCREASED
Shares48,944 from 48,130
Change+814 (+2%)
Value$1.4M (-$27.8K)
Filed 2026-10-13
Grace & White Inc
UNCHANGED
Shares40,429 from 40,429
Change0 (0%)
Value$1.2M (-$43.3K)
Filed 2026-10-23
SummerHaven Investment Management, LLC
NEW
Shares31,244
Change+31,244
Value$910.1K
Filed 2026-10-19
Counterpoint Mutual Funds LLC
NEW
Shares22,527
Change+22,527
Value$656.2K
Filed 2026-10-16
Barclays PLC
INCREASED
Shares19,976 from 6,996
Change+12,980 (+186%)
Value$581.9K (+$370.6K)
Filed 2026-11-06
Unison Advisors LLC
INCREASED
Shares18,775 from 18,757
Change+18 (+0%)
Value$546.9K (-$19.5K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares16,221 from 18,507
Change-2,286 (-12%)
Value$472.5K (-$86.4K)
Filed 2026-11-06
CenterBook Partners LP
NEW
Shares15,294
Change+15,294
Value$445.5K
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares15,280 from 14,968
Change+312 (+2%)
Value$445.1K (-$6.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares14,722 from 6,753
Change+7,969 (+118%)
Value$428.9K (+$224.9K)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares14,522 from 19,057
Change-4,535 (-24%)
Value$423.0K (-$152.5K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,584 from 7,824
Change+4,760 (+61%)
Value$371.2K (+$142.2K)
Filed 2026-10-13
R Squared Ltd
NEW
Shares11,668
Change+11,668
Value$339.9K
Filed 2026-11-06
Bailard, Inc.
NEW
Shares10,900
Change+10,900
Value$317.5K
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares10,201 from 9,078
Change+1,123 (+12%)
Value$297.2K (+$23.0K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
INCREASED
Shares9,220 from 7,438
Change+1,782 (+24%)
Value$268.6K (+$44.0K)
Filed 2026-10-23
Westhampton Capital, LLC
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$224.3K (-$8.2K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED
Shares6,900 from 7,000
Change-100 (-1%)
Value$201.0K (-$10.4K)
Filed 2026-10-16
Daytona Street Capital LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$178.2K (+$1.2K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares5,327 from 15,015
Change-9,688 (-65%)
Value$155.2K (-$298.3K)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares4,077 from 4,370
Change-293 (-7%)
Value$117 (-$99.9K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares2,088 from 1,998
Change+90 (+5%)
Value$60.8K (+$483)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares828 from 200
Change+628 (+314%)
Value$24.1K (+$18.1K)
Filed 2026-10-02
Allworth Financial LP
INCREASED
Shares550 from 496
Change+54 (+11%)
Value$16.6K (+$1.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares501 from 1,133
Change-632 (-56%)
Value$14.6K (-$19.6K)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares463 from 320
Change+143 (+45%)
Value$13.5K (+$3.8K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares397 from 423
Change-26 (-6%)
Value$11.6K (-$1.2K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares367 from 382
Change-15 (-4%)
Value$10.7K (-$845)
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares323 from 337
Change-14 (-4%)
Value$9.4K (-$768)
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$8.7K (-$321)
Filed 2026-10-01
Access Investment Management LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$7.7K (-$283)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$7.7K (-$320)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares260 from 167
Change+93 (+56%)
Value$7.6K (+$2.5K)
Filed 2026-11-06
Vision Financial Markets LLC
DECREASED
Shares215 from 255
Change-40 (-16%)
Value$6.2K (-$1.5K)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares212 from 12
Change+200 (+1667%)
Value$6.2K (+$5.8K)
Filed 2026-10-26
Harbor Capital Advisors, Inc.
INCREASED
Shares181 from 172
Change+9 (+5%)
Value$5 ($0)
Filed 2026-10-22
Torren Management, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$5.2K (-$193)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares160 from 5
Change+155 (+3100%)
Value$4.6K (+$4.5K)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares103 from 77
Change+26 (+34%)
Value$3.0K (+$675)
Filed 2026-10-13
US Bancorp \de\
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$2.9K (-$108)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares94 from 134
Change-40 (-30%)
Value$2.7K (-$1.3K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares85 from 75
Change+10 (+13%)
Value$2.5K (+$211)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares75
Change+75
Value$2.2K
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares61
Change+61
Value$1.8K
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares53 from 63
Change-10 (-16%)
Value$1.5K (-$359)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares52
Change+52
Value$1.5K
Filed 2026-10-30
Hughes Financial Services, LLC
INCREASED
Shares45 from 44
Change+1 (+2%)
Value$1.3K (-$26)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares21 from 74
Change-53 (-72%)
Value$612 (-$1.6K)
Filed 2026-11-06
Bayban
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$634 ($0)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares20 from 382
Change-362 (-95%)
Value$1 (-$11)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares18
Change+18
Value$524
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$350 (-$13)
Filed 2026-10-27
Fortitude Family Office, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$320 (-$12)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
DECREASED
Shares4 from 9
Change-5 (-56%)
Value$117 (-$155)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$87 (-$4)
Filed 2026-10-21
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 (-$1)
Filed 2026-10-08
Summit Global Investments
CLOSED
Shares0 from 16,464
Change-16,464 (-100%)
Value$0 (-$497.0K)
Filed 2026-10-28
Alps Advisors Inc
CLOSED
Shares0 from 15,906
Change-15,906 (-100%)
Value$0 (-$480.4K)
Filed 2026-11-03
Parallel Advisors, LLC
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$29.9K)
Filed 2026-11-03
Salem Investment Counselors Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$453)
Filed 2026-10-05
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$423)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$181)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$181)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Cullen T Bankers, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 1,523,656
Change-1,523,656 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,199,958
Change-1,199,958 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 821,480
Change-821,480 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 511,454
Change-511,454 (-100%)
Value—
Robotti Robert
N/A
Shares— from 477,530
Change-477,530 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 438,799
Change-438,799 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 411,992
Change-411,992 (-100%)
Value—
State Street Corp
N/A
Shares— from 400,968
Change-400,968 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 371,738
Change-371,738 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 361,160
Change-361,160 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 354,368
Change-354,368 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 343,423
Change-343,423 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 311,980
Change-311,980 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 301,372
Change-301,372 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 298,778
Change-298,778 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 229,512
Change-229,512 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 210,954
Change-210,954 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 200,178
Change-200,178 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 197,813
Change-197,813 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 195,998
Change-195,998 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 183,029
Change-183,029 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 170,518
Change-170,518 (-100%)
Value—
Owls Nest Partners IA, LLC
N/A
Shares— from 164,926
Change-164,926 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 158,499
Change-158,499 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 141,487
Change-141,487 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 139,674
Change-139,674 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 136,000
Change-136,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 134,051
Change-134,051 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 127,781
Change-127,781 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 113,922
Change-113,922 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 113,468
Change-113,468 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 106,302
Change-106,302 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 90,343
Change-90,343 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 89,603
Change-89,603 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 82,683
Change-82,683 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 80,401
Change-80,401 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 77,905
Change-77,905 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 77,758
Change-77,758 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 65,779
Change-65,779 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 60,901
Change-60,901 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 58,089
Change-58,089 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 56,224
Change-56,224 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 51,327
Change-51,327 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 50,800
Change-50,800 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 48,654
Change-48,654 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 46,325
Change-46,325 (-100%)
Value—
Mountain Lake Investment Management LLC
N/A
Shares— from 44,260
Change-44,260 (-100%)
Value—
UBS Group AG
N/A
Shares— from 43,060
Change-43,060 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 42,760
Change-42,760 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 39,575
Change-39,575 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,231
Change-39,231 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 37,550
Change-37,550 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 37,031
Change-37,031 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 36,380
Change-36,380 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 35,460
Change-35,460 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 33,287
Change-33,287 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 30,873
Change-30,873 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 30,667
Change-30,667 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 28,444
Change-28,444 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 28,154
Change-28,154 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,284
Change-24,284 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 23,348
Change-23,348 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 23,114
Change-23,114 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 22,935
Change-22,935 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 20,584
Change-20,584 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 19,498
Change-19,498 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,402
Change-19,402 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 18,186
Change-18,186 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 17,758
Change-17,758 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Boston Partners
N/A
Shares— from 16,748
Change-16,748 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,443
Change-12,443 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 10,812
Change-10,812 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 985
Change-985 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 740
Change-740 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 614
Change-614 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 469
Change-469 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 261
Change-261 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24
Change-24 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,215,6851,169,892+45,793+4%$35.3M$35.4M+$81.9K2026-11-04
Geode Capital Management, LLC
DECREASED491,187534,655-43,468-8%$16.2M$14.3M-$1.8M2026-11-06
Oppenheimer & Co Inc
DECREASED252,798259,432-6,634-3%$7.8M$7.4M-$470.8K2026-10-26
Bank of New York Mellon Corp
INCREASED227,625222,700+4,925+2%$6.7M$6.6M-$94.8K2026-11-05
Bridge City Capital, LLC
INCREASED174,686147,520+27,166+18%$4.5M$5.1M+$633.5K2026-10-29
Russell Investments Group, Ltd.
DECREASED106,366153,989-47,623-31%$4.7M$3.1M-$1.6M2026-11-06
Isthmus Partners, LLC
INCREASED102,142101,752+390+0%$3.1M$3.0M-$97.5K2026-10-21
Chatham Capital Group, Inc.
INCREASED80,97379,873+1,100+1%$2.4M$2.4M-$53.4K2026-10-16
Y-Intercept (Hong Kong) Ltd
DECREASED77,60287,204-9,602-11%$2.6M$2.3M-$373.0K2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED58,59854,808+3,790+7%$1.7M$1.7M+$51.8K2026-10-19
Cardinal Capital Management
INCREASED53,50849,905+3,603+7%$1.5M$1.6M+$51.6K2026-10-21
Wedge Capital Management L L P
INCREASED48,94448,130+814+2%$1.5M$1.4M-$27.8K2026-10-13
Grace & White Inc
UNCHANGED40,42940,42900%$1.2M$1.2M-$43.3K2026-10-23
SummerHaven Investment Management, LLC
NEW31,244—+31,244——$910.1K—2026-10-19
Counterpoint Mutual Funds LLC
NEW22,527—+22,527——$656.2K—2026-10-16
Barclays PLC
INCREASED19,9766,996+12,980+186%$211.3K$581.9K+$370.6K2026-11-06
Unison Advisors LLC
INCREASED18,77518,757+18+0%$566.5K$546.9K-$19.5K2026-10-29
Deutsche Bank Ag\
DECREASED16,22118,507-2,286-12%$558.9K$472.5K-$86.4K2026-11-06
CenterBook Partners LP
NEW15,294—+15,294——$445.5K—2026-11-02
Fifth Third Bancorp
INCREASED15,28014,968+312+2%$452.0K$445.1K-$6.9K2026-11-05
Creative Planning
INCREASED14,7226,753+7,969+118%$203.9K$428.9K+$224.9K2026-11-02
Simplex Trading, LLC
DECREASED14,52219,057-4,535-24%$575.5K$423.0K-$152.5K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED12,5847,824+4,760+61%$229.0K$371.2K+$142.2K2026-10-13
R Squared Ltd
NEW11,668—+11,668——$339.9K—2026-11-06
Bailard, Inc.
NEW10,900—+10,900——$317.5K—2026-10-13
Exchange Traded Concepts, LLC
INCREASED10,2019,078+1,123+12%$274.2K$297.2K+$23.0K2026-10-28
Total Wealth Planning & Management, Inc.
INCREASED9,2207,438+1,782+24%$224.6K$268.6K+$44.0K2026-10-23
Westhampton Capital, LLC
UNCHANGED7,7007,70000%$232.5K$224.3K-$8.2K2026-10-30
Robertson Stephens Wealth Management, LLC
DECREASED6,9007,000-100-1%$211.4K$201.0K-$10.4K2026-10-16
Daytona Street Capital LLC
UNCHANGED6,0006,00000%$177.0K$178.2K+$1.2K2026-10-15
Citigroup Inc
DECREASED5,32715,015-9,688-65%$453.5K$155.2K-$298.3K2026-11-04
State of Alaska, Department of Revenue
DECREASED4,0774,370-293-7%$100.0K$117-$99.9K2026-10-15
Gamma Investing LLC
INCREASED2,0881,998+90+5%$60.3K$60.8K+$4832026-10-08
Versant Capital Management, Inc
INCREASED828200+628+314%$6.0K$24.1K+$18.1K2026-10-02
Allworth Financial LP
INCREASED550496+54+11%$15.0K$16.6K+$1.6K2026-11-06
Farther Finance Advisors, LLC
DECREASED5011,133-632-56%$34.2K$14.6K-$19.6K2026-10-08
Essential Partners LLC
INCREASED463320+143+45%$9.7K$13.5K+$3.8K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED397423-26-6%$12.8K$11.6K-$1.2K2026-11-04
Sterling Capital Management LLC
DECREASED367382-15-4%$11.5K$10.7K-$8452026-10-22
Nisa Investment Advisors, LLC
DECREASED323337-14-4%$10.2K$9.4K-$7682026-10-20
Hickory Point Bank & Trust
UNCHANGED30030000%$9.1K$8.7K-$3212026-10-01
Access Investment Management LLC
UNCHANGED26526500%$8.0K$7.7K-$2832026-10-23
Salomon & Ludwin, LLC
UNCHANGED26426400%$8.0K$7.7K-$3202026-10-29
PNC Financial Services Group, Inc.
INCREASED260167+93+56%$5.0K$7.6K+$2.5K2026-11-06
Vision Financial Markets LLC
DECREASED215255-40-16%$7.7K$6.2K-$1.5K2026-10-22
SJS Investment Consulting Inc.
INCREASED21212+200+1667%$363$6.2K+$5.8K2026-10-26
Harbor Capital Advisors, Inc.
INCREASED181172+9+5%$5$5$02026-10-22
Torren Management, LLC
UNCHANGED18018000%$5.4K$5.2K-$1932026-10-29
Signaturefd, LLC
INCREASED1605+155+3100%$151$4.6K+$4.5K2026-10-23
True Wealth Design, LLC
INCREASED10377+26+34%$2.3K$3.0K+$6752026-10-13
US Bancorp \de\
UNCHANGED10110100%$3.1K$2.9K-$1082026-11-05
Pinnacle Wealth Planning Services, Inc.
DECREASED94134-40-30%$4.0K$2.7K-$1.3K2026-10-27
Larson Financial Group LLC
INCREASED8575+10+13%$2.3K$2.5K+$2112026-11-05
Ascentis Independent Advisors
NEW75—+75——$2.2K—2026-11-03
Root Financial Partners, LLC
NEW61—+61——$1.8K—2026-10-21
SBI Securities Co., Ltd.
DECREASED5363-10-16%$1.9K$1.5K-$3592026-10-22
Provenance Wealth Advisors, LLC
NEW52—+52——$1.5K—2026-10-30
Hughes Financial Services, LLC
INCREASED4544+1+2%$1.3K$1.3K-$262026-10-30
Clearstead Advisors, LLC
DECREASED2174-53-72%$2.2K$612-$1.6K2026-11-06
Bayban
UNCHANGED212100%$634$634$02026-11-05
Covestor Ltd
DECREASED20382-362-95%$12$1-$112026-10-30
Ascentis Wealth Management, LLC
NEW18—+18——$524—2026-11-03
Parkside Financial Bank & Trust
UNCHANGED121200%$363$350-$132026-10-27
Fortitude Family Office, LLC
UNCHANGED111100%$332$320-$122026-10-14
Silver Grove Financial Group, Inc.
DECREASED49-5-56%$272$117-$1552026-11-05
Assetmark, Inc
UNCHANGED3300%$91$87-$42026-10-21
Davis Capital Management
UNCHANGED1100%$30$29-$12026-10-08
Summit Global Investments
CLOSED016,464-16,464-100%$497.0K$0-$497.0K2026-10-28
Alps Advisors Inc
CLOSED015,906-15,906-100%$480.4K$0-$480.4K2026-11-03
Parallel Advisors, LLC
CLOSED0990-990-100%$29.9K$0-$29.9K2026-11-03
Salem Investment Counselors Inc
CLOSED0100-100-100%$3.0K$0-$3.0K2026-10-13
MassMutual Private Wealth & Trust, FSB
CLOSED015-15-100%$453$0-$4532026-10-05
Wealth Enhancement Trust Services, Inc.
CLOSED014-14-100%$423$0-$4232026-10-07
Plante Moran Financial Advisors, LLC
CLOSED06-6-100%$181$0-$1812026-11-04
Caitong International Asset Management Co., Ltd
CLOSED06-6-100%$181$0-$1812026-10-29
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Cullen T Bankers, Inc.
UNCHANGED000—$1$1$02026-10-28
BlackRock, Inc.
N/A—1,523,656-1,523,656-100%$46.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,199,958-1,199,958-100%$36.2M———
Vanguard Capital Management LLC
N/A—821,480-821,480-100%$24.8M———
First Eagle Investment Management, LLC
N/A—511,454-511,454-100%$15.4M———
Robotti Robert
N/A—477,530-477,530-100%$14.4M———
Jane Street Group, LLC
N/A—438,799-438,799-100%$13.3M———
Citadel Advisors LLC
N/A—411,992-411,992-100%$12.4M———
State Street Corp
N/A—400,968-400,968-100%$12.1M———
Qube Research & Technologies Ltd
N/A—371,738-371,738-100%$11.2M———
Cerity Partners LLC
N/A—361,160-361,160-100%$10.9M———
Royce & Associates LP
N/A—354,368-354,368-100%$10.7M———
Bruce & Co., Inc.
N/A—343,423-343,423-100%$10.4M———
Charles Schwab Investment Management Inc
N/A—311,980-311,980-100%$9.4M———
AQR Capital Management LLC
N/A—301,372-301,372-100%$9.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—298,778-298,778-100%$9.0M———
HRT Financial LP
N/A—229,512-229,512-100%$6.9M———
Jacobs Levy Equity Management, Inc
N/A—210,954-210,954-100%$6.4M———
Oppenheimer & Close, LLC
N/A—200,178-200,178-100%$6.0M———
Two Sigma Investments, LP
N/A—197,813-197,813-100%$6.0M———
Vanguard Portfolio Management LLC
N/A—195,998-195,998-100%$5.9M———
Northern Trust Corp
N/A—183,029-183,029-100%$5.5M———
Goldman Sachs Group Inc
N/A—170,518-170,518-100%$5.1M———
Owls Nest Partners IA, LLC
N/A—164,926-164,926-100%$5.0M———
Morgan Stanley
N/A—158,499-158,499-100%$4.8M———
Millennium Management LLC
N/A—141,487-141,487-100%$4.3M———
Captrust Financial Advisors
N/A—139,674-139,674-100%$4.2M———
Icon Advisers Inc
N/A—136,000-136,000-100%$4.1M———
D. E. Shaw & Co., Inc.
N/A—134,051-134,051-100%$4.0M———
Vanguard Fiduciary Trust Co
N/A—127,781-127,781-100%$3.9M———
American Century Companies Inc
N/A—113,922-113,922-100%$3.4M———
Nuveen, LLC
N/A—113,468-113,468-100%$3.4M———
Susquehanna International Group, LLP
N/A—106,302-106,302-100%$3.2M———
Point72 Asset Management, L.P.
N/A—90,343-90,343-100%$2.7M———
Arrowstreet Capital, Limited Partnership
N/A—89,603-89,603-100%$2.7M———
Numerai GP LLC
N/A—82,683-82,683-100%$2.5M———
Walleye Capital LLC
N/A—80,401-80,401-100%$2.4M———
Bank of America Corp
N/A—77,905-77,905-100%$2.4M———
Jain Global LLC
N/A—77,758-77,758-100%$2.3M———
First Trust Advisors LP
N/A—65,779-65,779-100%$2.0M———
Raymond James Financial Inc
N/A—60,901-60,901-100%$1.8M———
Balyasny Asset Management L.P.
N/A—58,089-58,089-100%$1.8M———
Squarepoint Ops LLC
N/A—56,224-56,224-100%$1.7M———
Tudor Investment Corp ET AL
N/A—51,327-51,327-100%$1.6M———
Victory Capital Management Inc
N/A—51,000-51,000-100%$1.5M———
Catalyst Funds Management Pty Ltd
N/A—50,800-50,800-100%$1.5M———
Kennedy Capital Management LLC
N/A—48,654-48,654-100%$1.5M———
New York State Common Retirement Fund
N/A—46,325-46,325-100%$1.4M———
Mountain Lake Investment Management LLC
N/A—44,260-44,260-100%$1.3M———
UBS Group AG
N/A—43,060-43,060-100%$1.3M———
Quantinno Capital Management LP
N/A—42,760-42,760-100%$1.3M———
Susquehanna Fundamental Investments, LLC
N/A—39,575-39,575-100%$1.2M———
Cresset Asset Management, LLC
N/A—39,231-39,231-100%$1.2M———
Quadrature Capital Ltd
N/A—37,550-37,550-100%$1.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—37,031-37,031-100%$1.1M———
Algert Global LLC
N/A—36,380-36,380-100%$1.1M———
ExodusPoint Capital Management, LP
N/A—35,460-35,460-100%$1.1M———
Price T Rowe Associates Inc
N/A—33,606-33,606-100%$1.0M———
Invesco Ltd.
N/A—33,287-33,287-100%$1.0M———
CM Wealth Advisors LLC
N/A—30,873-30,873-100%$932.4K———
Ameriprise Financial Inc
N/A—30,667-30,667-100%$926.2K———
Aquatic Capital Management LLC
N/A—28,444-28,444-100%$859.0K———
BNP Paribas Financial Markets
N/A—28,154-28,154-100%$850.3K———
Rhumbline Advisers
N/A—24,284-24,284-100%$733.4K———
EntryPoint Capital, LLC
N/A—23,348-23,348-100%$705.1K———
Canal Capital Management, LLC
N/A—23,114-23,114-100%$698.0K———
HSBC Holdings PLC
N/A—22,935-22,935-100%$680.7K———
XTX Topco Ltd
N/A—21,348-21,348-100%$644.7K———
Legato Capital Management LLC
N/A—20,584-20,584-100%$621.6K———
Jump Financial, LLC
N/A—19,498-19,498-100%$588.8K———
Franklin Resources Inc
N/A—19,402-19,402-100%$585.9K———
Brevan Howard Capital Management LP
N/A—18,186-18,186-100%$549.2K———
Osaic Holdings, Inc.
N/A—17,758-17,758-100%$536.3K———
Public Employees Retirement System of Ohio
N/A—17,426-17,426-100%$526.3K———
Boston Partners
N/A—16,748-16,748-100%$505.8K———
Schonfeld Strategic Advisors LLC
N/A—16,632-16,632-100%$502.3K———
Alliancebernstein L.P.
N/A—16,140-16,140-100%$542.5K———
Wells Fargo & Company
N/A—15,932-15,932-100%$481.1K———
JPMorgan Chase & Co
N/A—12,443-12,443-100%$376.0K———
MetLife Investment Management, LLC
N/A—11,844-11,844-100%$357.7K———
Canada Pension Plan Investment Board
N/A—11,800-11,800-100%$356.4K———
SEI Investments Co
N/A—10,812-10,812-100%$326.5K———
Boothbay Fund Management, LLC
N/A—10,770-10,770-100%$325.3K———
Mercer Global Advisors Inc
N/A—9,436-9,436-100%$285.0K———
Acadian Asset Management LLC
N/A—9,079-9,079-100%$271———
Vident Advisory, LLC
N/A—8,593-8,593-100%$259.5K———
Vanguard Global Advisers, LLC
N/A—7,335-7,335-100%$221.5K———
Martingale Asset Management L P
N/A—6,856-6,856-100%$207.1K———
GSA Capital Partners LLP
N/A—6,760-6,760-100%$204.0K———
Steward Partners Investment Advisory, LLC
N/A—6,621-6,621-100%$200.0K———
Police & Firemen's Retirement System of New Jersey
N/A—5,587-5,587-100%$168.7K———
Quantbot Technologies LP
N/A—5,139-5,139-100%$155.2K———
Rockefeller Capital Management L.P.
N/A—3,491-3,491-100%$105.4K———
Tower Research Capital LLC (TRC)
N/A—3,394-3,394-100%$102.5K———
Legal & General Group Plc
N/A—3,277-3,277-100%$99.0K———
State of Tennessee, Department of Treasury
N/A—2,707-2,707-100%$81.8K———
Canada Life Assurance Co
N/A—2,121-2,121-100%$64.0K———
FMR LLC
N/A—1,714-1,714-100%$51.8K———
Ameritas Investment Partners, Inc.
N/A—1,562-1,562-100%$47.2K———
Group One Trading LLC
N/A—1,222-1,222-100%$36.9K———
UBS Asset Management Americas LLC
N/A—1,125-1,125-100%$34.0K———
Arax Advisory Partners
N/A—1,002-1,002-100%$30.3K———
Amova Asset Management Americas, Inc.
N/A—985-985-100%$29.7K———
Royal Bank of Canada
N/A—740-740-100%$22.0K———
Vanguard Asset Management, Ltd
N/A—614-614-100%$18.5K———
Smartleaf Asset Management LLC
N/A—582-582-100%$17.6K———
Bessemer Group Inc
N/A—469-469-100%$7.0K———
Harbour Investments, Inc.
N/A—328-328-100%$9.9K———
California State Teachers Retirement System
N/A—261-261-100%$7.9K———
Hantz Financial Services, Inc.
N/A—180-180-100%$5———
Global Retirement Partners, LLC
N/A—102-102-100%$3.1K———
Rothschild Investment LLC
N/A—81-81-100%$2.4K———
LOS Angeles Capital Management LLC
N/A—55-55-100%$1.7K———
Bellevue Asset Management, LLC
N/A—54-54-100%$1.6K———
Optiver Holding B.V.
N/A—40-40-100%$1.2K———
Caitlin John, LLC
N/A—25-25-100%$755———
Jones Financial Companies Lllp
N/A—24-24-100%$733———
Investors Portfolio Services LLC
N/A—12-12-100%$362———
Ankerstar Wealth, LLC
N/A—6-6-100%$181———
JPL Wealth Management, LLC
N/A—5-5-100%$151———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$30———
Showing 197 of 197 institutions