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Corecard Corp (35Y)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Weitz Investment Management, Inc.
UNCHANGED
Shares515,000 from 515,000
Change0 (0%)
Value$13.9M (-$1.1M)
Filed 2025-11-10
BlackRock, Inc.
INCREASED
Shares380,253 from 319,153
Change+61,100 (+19%)
Value$10.2M (+$990.5K)
Filed 2025-11-12
Vanguard Group Inc
INCREASED
Shares308,536 from 306,977
Change+1,559 (+1%)
Value$8.3M (-$587.3K)
Filed 2025-11-07
Investors Asset Management of Georgia Inc
DECREASED
Shares296,205 from 297,295
Change-1,090 (0%)
Value$8.0M (-$638.8K)
Filed 2025-10-23
Topline Capital Management, LLC
INCREASED
Shares238,675 from 128,894
Change+109,781 (+85%)
Value$6.4M (+$2.7M)
Filed 2025-11-14
Acadian Asset Management LLC
DECREASED
Shares223,736 from 228,710
Change-4,974 (-2%)
Value$6.0K (-$600)
Filed 2025-11-13
Renaissance Technologies LLC
INCREASED
Shares206,997 from 195,297
Change+11,700 (+6%)
Value$5.6M (-$85.4K)
Filed 2025-11-13
Geode Capital Management, LLC
DECREASED
Shares125,180 from 127,500
Change-2,320 (-2%)
Value$3.4M (-$323.8K)
Filed 2025-11-12
Marshall Wace, LLP
DECREASED
Shares110,749 from 135,927
Change-25,178 (-19%)
Value$3.0M (-$956.4K)
Filed 2025-11-13
Monarch Capital Management Inc
DECREASED
Shares100,310 from 101,425
Change-1,115 (-1%)
Value$2.7M (-$237.9K)
Filed 2025-10-20
Arrowstreet Capital, Limited Partnership
DECREASED
Shares90,078 from 98,841
Change-8,763 (-9%)
Value$2.4M (-$438.5K)
Filed 2025-11-13
Schonfeld Strategic Advisors LLC
NEW
Shares73,922
Change+73,922
Value$2.0M
Filed 2025-11-14
State Street Corp
INCREASED
Shares72,941 from 63,600
Change+9,341 (+15%)
Value$2.0M (+$121.1K)
Filed 2025-11-14
Dimensional Fund Advisors LP
INCREASED
Shares71,731 from 71,185
Change+546 (+1%)
Value$1.9M (-$130.5K)
Filed 2025-11-12
Chicago Capital Management, LLC
NEW
Shares65,059
Change+65,059
Value$1.8M
Filed 2025-11-07
Morgan Stanley
INCREASED
Shares57,170 from 21,717
Change+35,453 (+163%)
Value$1.5M (+$909.9K)
Filed 2026-05-27
Northern Trust Corp
DECREASED
Shares51,870 from 55,480
Change-3,610 (-7%)
Value$1.4M (-$210.9K)
Filed 2025-11-14
Omers Administration Corp
NEW
Shares51,800
Change+51,800
Value$1.4M
Filed 2025-11-14
Palisades Investment Partners, LLC
NEW
Shares50,329
Change+50,329
Value$1.4M
Filed 2025-10-30
Value Holdings Management Co. LLC
NEW
Shares44,500
Change+44,500
Value$1.2K
Filed 2025-10-09
Yakira Capital Management, Inc.
NEW
Shares44,101
Change+44,101
Value$1.2M
Filed 2025-11-13
BCK Capital Management LP
NEW
Shares43,047
Change+43,047
Value$1.2M
Filed 2025-11-10
Goldman Sachs Group Inc
INCREASED
Shares41,618 from 19,783
Change+21,835 (+110%)
Value$1.1M (+$547.2K)
Filed 2025-11-14
Gabelli & Co Investment Advisers, Inc.
NEW
Shares39,600
Change+39,600
Value$1.1M
Filed 2025-11-12
Verition Fund Management LLC
NEW
Shares39,412
Change+39,412
Value$1.1M
Filed 2025-11-14
Gabelli Funds LLC
NEW
Shares38,548
Change+38,548
Value$1.0M
Filed 2025-11-12
Bank of New York Mellon Corp
INCREASED
Shares37,249 from 34,888
Change+2,361 (+7%)
Value$1.0M (-$8.0K)
Filed 2025-11-03
CSS LLC
NEW
Shares36,835
Change+36,835
Value$991.6K
Filed 2025-11-13
Connor, Clark & Lunn Investment Management Ltd.
DECREASED
Shares35,317 from 35,871
Change-554 (-2%)
Value$950.7K (-$88.4K)
Filed 2025-11-13
Two Sigma Investments, LP
DECREASED
Shares31,286 from 51,184
Change-19,898 (-39%)
Value$842.2K (-$640.6K)
Filed 2025-11-14
O'shaughnessy Asset Management, LLC
INCREASED
Shares27,434 from 25,603
Change+1,831 (+7%)
Value$738.5K (-$3.2K)
Filed 2025-11-13
American Century Companies Inc
INCREASED
Shares27,048 from 19,103
Change+7,945 (+42%)
Value$728.1K (+$174.7K)
Filed 2025-11-12
Crossingbridge Advisors, LLC
NEW
Shares25,000
Change+25,000
Value$673.0K
Filed 2025-11-13
Strs Ohio
INCREASED
Shares20,300 from 10,900
Change+9,400 (+86%)
Value$546.5K (+$230.7K)
Filed 2025-10-30
Two Sigma Advisers, LP
DECREASED
Shares18,700 from 44,400
Change-25,700 (-58%)
Value$503.4K (-$782.9K)
Filed 2025-11-14
Prelude Capital Management, LLC
NEW
Shares17,684
Change+17,684
Value$476.1K
Filed 2025-11-14
XTX Topco Ltd
NEW
Shares17,530
Change+17,530
Value$471.9K
Filed 2025-11-14
D.A. Davidson & Co.
INCREASED
Shares16,668 from 10,568
Change+6,100 (+58%)
Value$448.7K (+$142.5K)
Filed 2025-10-22
Water Island Capital LLC
NEW
Shares16,595
Change+16,595
Value$446.7K
Filed 2025-11-14
Jane Street Group, LLC
NEW
Shares16,296
Change+16,296
Value$438.7K
Filed 2025-11-14
Charles Schwab Investment Management Inc
DECREASED
Shares16,230 from 16,237
Change-7 (0%)
Value$436.9K (-$33.5K)
Filed 2025-11-10
Ritholtz Wealth Management
INCREASED
Shares15,077 from 13,458
Change+1,619 (+12%)
Value$405.9K (+$16.0K)
Filed 2025-10-28
Lazard Asset Management LLC
DECREASED
Shares14,555 from 15,435
Change-880 (-6%)
Value$391.8K (+$391.4K)
Filed 2025-11-14
Curi Capital, LLC
UNCHANGED
Shares14,200 from 14,200
Change0 (0%)
Value$382.3K (-$29.1K)
Filed 2025-11-13
New York State Common Retirement Fund
INCREASED
Shares13,119 from 3,500
Change+9,619 (+275%)
Value$353.2K (+$251.8K)
Filed 2025-11-03
Hillsdale Investment Management Inc.
UNCHANGED
Shares12,592 from 12,592
Change0 (0%)
Value$339.0K (-$25.8K)
Filed 2025-11-10
CreativeOne Wealth, LLC
NEW
Shares11,667
Change+11,667
Value$314.1K
Filed 2025-11-13
Millennium Management LLC
INCREASED
Shares9,988 from 9,145
Change+843 (+9%)
Value$268.9K (+$3.9K)
Filed 2025-11-14
Guggenheim Capital LLC
NEW
Shares9,683
Change+9,683
Value$260.7K
Filed 2025-11-13
AQR Capital Management LLC
NEW
Shares8,922
Change+8,922
Value$240.2K
Filed 2025-11-14
PenderFund Capital Management Ltd.
NEW
Shares8,600
Change+8,600
Value$231.5K
Filed 2025-11-14
Qube Research & Technologies Ltd
NEW
Shares8,284
Change+8,284
Value$223.0K
Filed 2025-11-14
Barclays PLC
DECREASED
Shares8,003 from 10,279
Change-2,276 (-22%)
Value$215.4K (-$82.3K)
Filed 2026-03-31
Russell Investments Group, Ltd.
DECREASED
Shares5,779 from 11,308
Change-5,529 (-49%)
Value$158.0K (-$160.7K)
Filed 2025-11-13
Deutsche Bank Ag\
INCREASED
Shares5,622 from 134
Change+5,488 (+4096%)
Value$151.3K (+$147.5K)
Filed 2025-11-13
FMR LLC
DECREASED
Shares5,499 from 5,511
Change-12 (0%)
Value$148.0K (-$11.6K)
Filed 2025-11-13
Rhumbline Advisers
DECREASED
Shares5,229 from 5,343
Change-114 (-2%)
Value$140.8K (-$14.0K)
Filed 2025-11-06
JPMorgan Chase & Co
INCREASED
Shares4,561 from 2,646
Change+1,915 (+72%)
Value$122.8K (+$46.1K)
Filed 2025-11-26
Wells Fargo & Company
INCREASED
Shares3,953 from 3,424
Change+529 (+15%)
Value$106.4K (+$7.2K)
Filed 2025-11-13
MetLife Investment Management, LLC
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$93.5K (-$7.1K)
Filed 2025-11-13
Mirae Asset Global Etfs Holdings Ltd.
DECREASED
Shares2,620 from 3,062
Change-442 (-14%)
Value$70.5K (-$18.2K)
Filed 2025-11-14
Bank of America Corp
DECREASED
Shares2,467 from 3,766
Change-1,299 (-34%)
Value$66.4K (-$42.7K)
Filed 2026-02-03
UBS Group AG
INCREASED
Shares2,418 from 1,728
Change+690 (+40%)
Value$65.1K (+$15.0K)
Filed 2025-11-13
Police & Firemen's Retirement System of New Jersey
INCREASED
Shares1,801 from 1,092
Change+709 (+65%)
Value$48.5K (+$16.8K)
Filed 2025-11-12
Oddo BHF Asset Management SAS
NEW
Shares1,500
Change+1,500
Value$40.4K
Filed 2025-11-14
Royal Bank of Canada
DECREASED
Shares1,350 from 32,637
Change-31,287 (-96%)
Value$37.0K (-$909.0K)
Filed 2025-11-14
BNP Paribas Financial Markets
INCREASED
Shares1,167 from 711
Change+456 (+64%)
Value$31.4K (+$10.8K)
Filed 2025-11-13
Osaic Holdings, Inc.
DECREASED
Shares1,160 from 1,560
Change-400 (-26%)
Value$32.1K (-$13.1K)
Filed 2025-11-14
Quarry LP
NEW
Shares790
Change+790
Value$21.3K
Filed 2025-11-14
Legal & General Group Plc
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$16.7K (-$1.3K)
Filed 2025-11-13
Tower Research Capital LLC (TRC)
INCREASED
Shares594 from 137
Change+457 (+334%)
Value$16.0K (+$12.0K)
Filed 2025-11-14
Ameritas Investment Partners, Inc.
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$15.4K (-$1.2K)
Filed 2025-11-10
Rockefeller Capital Management L.P.
NEW
Shares500
Change+500
Value$13.5K
Filed 2025-11-14
California State Teachers Retirement System
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$9.4K (-$689)
Filed 2025-11-14
CWM, LLC
INCREASED
Shares342 from 15
Change+327 (+2180%)
Value$9 (+$9)
Filed 2025-10-15
Arax Advisory Partners
NEW
Shares316
Change+316
Value$8.5K
Filed 2025-11-14
National Bank of Canada
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$7.5K (-$543)
Filed 2025-11-14
Adirondack Trust Co
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$7.1K (-$543)
Filed 2025-10-20
Citigroup Inc
DECREASED
Shares253 from 1,990
Change-1,737 (-87%)
Value$6.8K (-$50.8K)
Filed 2025-11-10
Amalgamated Bank
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$5 (-$1)
Filed 2025-10-29
Smartleaf Asset Management LLC
DECREASED
Shares102 from 214
Change-112 (-52%)
Value$2.8K (-$3.2K)
Filed 2025-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$2.5K (-$193)
Filed 2025-11-07
SBI Securities Co., Ltd.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$1.9K (-$148)
Filed 2025-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$619 (-$47)
Filed 2025-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$565 (-$43)
Filed 2025-10-23
Covestor Ltd
NEW
Shares18
Change+18
Value$0
Filed 2025-10-30
Sterling Capital Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$377 (-$29)
Filed 2025-11-12
EverSource Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$242
Filed 2025-11-10
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$242 (-$19)
Filed 2025-11-12
Essential Partners LLC
NEW
Shares6
Change+6
Value$162
Filed 2026-05-21
True Wealth Design, LLC
NEW
Shares5
Change+5
Value$135
Filed 2025-10-21
Allworth Financial LP
NEW
Shares3
Change+3
Value$81
Filed 2025-12-02
Apis Capital Advisors, LLC
CLOSED
Shares0 from 66,700
Change-66,700 (-100%)
Value$0 (-$1.9M)
Filed 2025-11-14
Citadel Advisors LLC
CLOSED
Shares0 from 63,615
Change-63,615 (-100%)
Value$0 (-$1.8M)
Filed 2025-11-14
D. E. Shaw & Co., Inc.
CLOSED
Shares0 from 38,382
Change-38,382 (-100%)
Value$0 (-$1.1M)
Filed 2025-11-14
Navellier & Associates Inc
CLOSED
Shares0 from 35,576
Change-35,576 (-100%)
Value$0 (-$1.0M)
Filed 2025-11-06
Informed Momentum Co LLC
CLOSED
Shares0 from 27,054
Change-27,054 (-100%)
Value$0 (-$783.8K)
Filed 2025-11-14
Bridgeway Capital Management, LLC
CLOSED
Shares0 from 11,037
Change-11,037 (-100%)
Value$0 (-$319.7K)
Filed 2025-11-14
Integrated Quantitative Investments LLC
CLOSED
Shares0 from 9,900
Change-9,900 (-100%)
Value$0 (-$286.8K)
Filed 2025-11-12
Occudo Quantitative Strategies LP
CLOSED
Shares0 from 7,564
Change-7,564 (-100%)
Value$0 (-$219.1K)
Filed 2025-11-14
Greenhaven Road Investment Management, L.P.
CLOSED
Shares0 from 7,434
Change-7,434 (-100%)
Value$0 (-$215.4K)
Filed 2025-12-01
Nuveen, LLC
CLOSED
Shares0 from 7,240
Change-7,240 (-100%)
Value$0 (-$209.7K)
Filed 2025-11-12
Virtu Financial LLC
CLOSED
Shares0 from 7,218
Change-7,218 (-100%)
Value$0 (-$209)
Filed 2025-11-14
Victory Capital Management Inc
CLOSED
Shares0 from 5,684
Change-5,684 (-100%)
Value$0 (-$164.7K)
Filed 2025-11-12
NewEdge Advisors, LLC
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$7.4K)
Filed 2025-11-17
Jones Financial Companies Lllp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.8K)
Filed 2025-11-04
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Weitz Investment Management, Inc.
UNCHANGED515,000515,00000%$14.9M$13.9M-$1.1M2025-11-10
BlackRock, Inc.
INCREASED380,253319,153+61,100+19%$9.2M$10.2M+$990.5K2025-11-12
Vanguard Group Inc
INCREASED308,536306,977+1,559+1%$8.9M$8.3M-$587.3K2025-11-07
Investors Asset Management of Georgia Inc
DECREASED296,205297,295-1,0900%$8.6M$8.0M-$638.8K2025-10-23
Topline Capital Management, LLC
INCREASED238,675128,894+109,781+85%$3.7M$6.4M+$2.7M2025-11-14
Acadian Asset Management LLC
DECREASED223,736228,710-4,974-2%$6.6K$6.0K-$6002025-11-13
Renaissance Technologies LLC
INCREASED206,997195,297+11,700+6%$5.7M$5.6M-$85.4K2025-11-13
Geode Capital Management, LLC
DECREASED125,180127,500-2,320-2%$3.7M$3.4M-$323.8K2025-11-12
Marshall Wace, LLP
DECREASED110,749135,927-25,178-19%$3.9M$3.0M-$956.4K2025-11-13
Monarch Capital Management Inc
DECREASED100,310101,425-1,115-1%$2.9M$2.7M-$237.9K2025-10-20
Arrowstreet Capital, Limited Partnership
DECREASED90,07898,841-8,763-9%$2.9M$2.4M-$438.5K2025-11-13
Schonfeld Strategic Advisors LLC
NEW73,922—+73,922——$2.0M—2025-11-14
State Street Corp
INCREASED72,94163,600+9,341+15%$1.8M$2.0M+$121.1K2025-11-14
Dimensional Fund Advisors LP
INCREASED71,73171,185+546+1%$2.1M$1.9M-$130.5K2025-11-12
Chicago Capital Management, LLC
NEW65,059—+65,059——$1.8M—2025-11-07
Morgan Stanley
INCREASED57,17021,717+35,453+163%$629.1K$1.5M+$909.9K2026-05-27
Northern Trust Corp
DECREASED51,87055,480-3,610-7%$1.6M$1.4M-$210.9K2025-11-14
Omers Administration Corp
NEW51,800—+51,800——$1.4M—2025-11-14
Palisades Investment Partners, LLC
NEW50,329—+50,329——$1.4M—2025-10-30
Value Holdings Management Co. LLC
NEW44,500—+44,500——$1.2K—2025-10-09
Yakira Capital Management, Inc.
NEW44,101—+44,101——$1.2M—2025-11-13
BCK Capital Management LP
NEW43,047—+43,047——$1.2M—2025-11-10
Goldman Sachs Group Inc
INCREASED41,61819,783+21,835+110%$573.1K$1.1M+$547.2K2025-11-14
Gabelli & Co Investment Advisers, Inc.
NEW39,600—+39,600——$1.1M—2025-11-12
Verition Fund Management LLC
NEW39,412—+39,412——$1.1M—2025-11-14
Gabelli Funds LLC
NEW38,548—+38,548——$1.0M—2025-11-12
Bank of New York Mellon Corp
INCREASED37,24934,888+2,361+7%$1.0M$1.0M-$8.0K2025-11-03
CSS LLC
NEW36,835—+36,835——$991.6K—2025-11-13
Connor, Clark & Lunn Investment Management Ltd.
DECREASED35,31735,871-554-2%$1.0M$950.7K-$88.4K2025-11-13
Two Sigma Investments, LP
DECREASED31,28651,184-19,898-39%$1.5M$842.2K-$640.6K2025-11-14
O'shaughnessy Asset Management, LLC
INCREASED27,43425,603+1,831+7%$741.7K$738.5K-$3.2K2025-11-13
American Century Companies Inc
INCREASED27,04819,103+7,945+42%$553.4K$728.1K+$174.7K2025-11-12
Crossingbridge Advisors, LLC
NEW25,000—+25,000——$673.0K—2025-11-13
Strs Ohio
INCREASED20,30010,900+9,400+86%$315.8K$546.5K+$230.7K2025-10-30
Two Sigma Advisers, LP
DECREASED18,70044,400-25,700-58%$1.3M$503.4K-$782.9K2025-11-14
Prelude Capital Management, LLC
NEW17,684—+17,684——$476.1K—2025-11-14
XTX Topco Ltd
NEW17,530—+17,530——$471.9K—2025-11-14
D.A. Davidson & Co.
INCREASED16,66810,568+6,100+58%$306.2K$448.7K+$142.5K2025-10-22
Water Island Capital LLC
NEW16,595—+16,595——$446.7K—2025-11-14
Jane Street Group, LLC
NEW16,296—+16,296——$438.7K—2025-11-14
Charles Schwab Investment Management Inc
DECREASED16,23016,237-70%$470.4K$436.9K-$33.5K2025-11-10
Ritholtz Wealth Management
INCREASED15,07713,458+1,619+12%$389.9K$405.9K+$16.0K2025-10-28
Lazard Asset Management LLC
DECREASED14,55515,435-880-6%$447$391.8K+$391.4K2025-11-14
Curi Capital, LLC
UNCHANGED14,20014,20000%$411.4K$382.3K-$29.1K2025-11-13
New York State Common Retirement Fund
INCREASED13,1193,500+9,619+275%$101.4K$353.2K+$251.8K2025-11-03
Hillsdale Investment Management Inc.
UNCHANGED12,59212,59200%$364.8K$339.0K-$25.8K2025-11-10
CreativeOne Wealth, LLC
NEW11,667—+11,667——$314.1K—2025-11-13
Millennium Management LLC
INCREASED9,9889,145+843+9%$264.9K$268.9K+$3.9K2025-11-14
Guggenheim Capital LLC
NEW9,683—+9,683——$260.7K—2025-11-13
AQR Capital Management LLC
NEW8,922—+8,922——$240.2K—2025-11-14
PenderFund Capital Management Ltd.
NEW8,600—+8,600——$231.5K—2025-11-14
Qube Research & Technologies Ltd
NEW8,284—+8,284——$223.0K—2025-11-14
Barclays PLC
DECREASED8,00310,279-2,276-22%$297.8K$215.4K-$82.3K2026-03-31
Russell Investments Group, Ltd.
DECREASED5,77911,308-5,529-49%$318.7K$158.0K-$160.7K2025-11-13
Deutsche Bank Ag\
INCREASED5,622134+5,488+4096%$3.9K$151.3K+$147.5K2025-11-13
FMR LLC
DECREASED5,4995,511-120%$159.7K$148.0K-$11.6K2025-11-13
Rhumbline Advisers
DECREASED5,2295,343-114-2%$154.8K$140.8K-$14.0K2025-11-06
JPMorgan Chase & Co
INCREASED4,5612,646+1,915+72%$76.7K$122.8K+$46.1K2025-11-26
Wells Fargo & Company
INCREASED3,9533,424+529+15%$99.2K$106.4K+$7.2K2025-11-13
MetLife Investment Management, LLC
UNCHANGED3,4753,47500%$100.7K$93.5K-$7.1K2025-11-13
Mirae Asset Global Etfs Holdings Ltd.
DECREASED2,6203,062-442-14%$88.7K$70.5K-$18.2K2025-11-14
Bank of America Corp
DECREASED2,4673,766-1,299-34%$109.1K$66.4K-$42.7K2026-02-03
UBS Group AG
INCREASED2,4181,728+690+40%$50.1K$65.1K+$15.0K2025-11-13
Police & Firemen's Retirement System of New Jersey
INCREASED1,8011,092+709+65%$31.6K$48.5K+$16.8K2025-11-12
Oddo BHF Asset Management SAS
NEW1,500—+1,500——$40.4K—2025-11-14
Royal Bank of Canada
DECREASED1,35032,637-31,287-96%$946.0K$37.0K-$909.0K2025-11-14
BNP Paribas Financial Markets
INCREASED1,167711+456+64%$20.6K$31.4K+$10.8K2025-11-13
Osaic Holdings, Inc.
DECREASED1,1601,560-400-26%$45.2K$32.1K-$13.1K2025-11-14
Quarry LP
NEW790—+790——$21.3K—2025-11-14
Legal & General Group Plc
UNCHANGED62162100%$18.0K$16.7K-$1.3K2025-11-13
Tower Research Capital LLC (TRC)
INCREASED594137+457+334%$4.0K$16.0K+$12.0K2025-11-14
Ameritas Investment Partners, Inc.
UNCHANGED57257200%$16.6K$15.4K-$1.2K2025-11-10
Rockefeller Capital Management L.P.
NEW500—+500——$13.5K—2025-11-14
California State Teachers Retirement System
INCREASED350349+1+0%$10.1K$9.4K-$6892025-11-14
CWM, LLC
INCREASED34215+327+2180%$0$9+$92025-10-15
Arax Advisory Partners
NEW316—+316——$8.5K—2025-11-14
National Bank of Canada
UNCHANGED28028000%$8.1K$7.5K-$5432025-11-14
Adirondack Trust Co
UNCHANGED26526500%$7.7K$7.1K-$5432025-10-20
Citigroup Inc
DECREASED2531,990-1,737-87%$57.7K$6.8K-$50.8K2025-11-10
Amalgamated Bank
UNCHANGED19119100%$6$5-$12025-10-29
Smartleaf Asset Management LLC
DECREASED102214-112-52%$6.0K$2.8K-$3.2K2025-11-05
PNC Financial Services Group, Inc.
UNCHANGED949400%$2.7K$2.5K-$1932025-11-07
SBI Securities Co., Ltd.
UNCHANGED727200%$2.1K$1.9K-$1482025-11-05
Blue Bell Private Wealth Management, LLC
UNCHANGED232300%$666$619-$472025-10-22
Nisa Investment Advisors, LLC
UNCHANGED212100%$608$565-$432025-10-23
Covestor Ltd
NEW18—+18——$0—2025-10-30
Sterling Capital Management LLC
UNCHANGED141400%$406$377-$292025-11-12
EverSource Wealth Advisors, LLC
NEW9—+9——$242—2025-11-10
Steward Partners Investment Advisory, LLC
UNCHANGED9900%$261$242-$192025-11-12
Essential Partners LLC
NEW6—+6——$162—2026-05-21
True Wealth Design, LLC
NEW5—+5——$135—2025-10-21
Allworth Financial LP
NEW3—+3——$81—2025-12-02
Apis Capital Advisors, LLC
CLOSED066,700-66,700-100%$1.9M$0-$1.9M2025-11-14
Citadel Advisors LLC
CLOSED063,615-63,615-100%$1.8M$0-$1.8M2025-11-14
D. E. Shaw & Co., Inc.
CLOSED038,382-38,382-100%$1.1M$0-$1.1M2025-11-14
Navellier & Associates Inc
CLOSED035,576-35,576-100%$1.0M$0-$1.0M2025-11-06
Informed Momentum Co LLC
CLOSED027,054-27,054-100%$783.8K$0-$783.8K2025-11-14
Bridgeway Capital Management, LLC
CLOSED011,037-11,037-100%$319.7K$0-$319.7K2025-11-14
Integrated Quantitative Investments LLC
CLOSED09,900-9,900-100%$286.8K$0-$286.8K2025-11-12
Occudo Quantitative Strategies LP
CLOSED07,564-7,564-100%$219.1K$0-$219.1K2025-11-14
Greenhaven Road Investment Management, L.P.
CLOSED07,434-7,434-100%$215.4K$0-$215.4K2025-12-01
Nuveen, LLC
CLOSED07,240-7,240-100%$209.7K$0-$209.7K2025-11-12
Virtu Financial LLC
CLOSED07,218-7,218-100%$209$0-$2092025-11-14
Victory Capital Management Inc
CLOSED05,684-5,684-100%$164.7K$0-$164.7K2025-11-12
NewEdge Advisors, LLC
CLOSED0257-257-100%$7.4K$0-$7.4K2025-11-17
Jones Financial Companies Lllp
CLOSED0100-100-100%$2.8K$0-$2.8K2025-11-04
Proequities, Inc.
N/A—00—$0———
Showing 107 of 107 institutions