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Invesco Mortgage Capital (IVR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ascentis Wealth Management, LLC
DECREASED
Shares1,245,458 from 1,295,330
Change-49,872 (-4%)
Value$7.6M (-$2.7M)
Filed 2026-11-03
Wolverine Asset Management LLC
INCREASED
Shares938,645 from 285,237
Change+653,408 (+229%)
Value$5.7M (+$3.4M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares284,421 from 264,202
Change+20,219 (+8%)
Value$1.7M (-$360.8K)
Filed 2026-11-05
PVG Asset Management Corp
INCREASED
Shares192,124 from 133,630
Change+58,494 (+44%)
Value$1.2M (+$110.5K)
Filed 2026-10-19
Firethorn Wealth Partners, LLC
DECREASED
Shares149,015 from 216,600
Change-67,585 (-31%)
Value$904.5K (-$806.6K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares88,500 from 59,500
Change+29,000 (+49%)
Value$537.2K (+$67.1K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares73,154 from 46,009
Change+27,145 (+59%)
Value$444.0K (+$80.6K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares72,626 from 60,872
Change+11,754 (+19%)
Value$440.8K (-$40.0K)
Filed 2026-10-16
Sowell Financial Services LLC
NEW
Shares71,233
Change+71,233
Value$432.4K
Filed 2026-10-23
Imc-Chicago, LLC
NEW
Shares50,945
Change+50,945
Value$309.2K
Filed 2026-11-05
Barclays PLC
INCREASED
Shares40,585 from 21,931
Change+18,654 (+85%)
Value$246.4K (+$73.1K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares36,248 from 36,497
Change-249 (-1%)
Value$220.0K (-$68.3K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares34,454 from 30,739
Change+3,715 (+12%)
Value$195.7K (-$48.4K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares30,446 from 24,597
Change+5,849 (+24%)
Value$184.8K (-$9.5K)
Filed 2026-11-03
Strs Ohio
INCREASED
Shares28,400 from 17,900
Change+10,500 (+59%)
Value$172.4K (+$31.0K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares27,462 from 15,765
Change+11,697 (+74%)
Value$166.7K (+$42.2K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares27,001 from 27,036
Change-35 (0%)
Value$167.1K (-$49.7K)
Filed 2026-10-20
Achmea Investment Management B.V.
NEW
Shares24,000
Change+24,000
Value$145.8K
Filed 2026-10-30
Morling Financial Advisors, LLC
INCREASED
Shares22,243 from 21,196
Change+1,047 (+5%)
Value$135.0K (-$32.4K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED
Shares17,504 from 17,504
Change0 (0%)
Value$106.2K (-$32.1K)
Filed 2026-10-26
Simplex Trading, LLC
INCREASED
Shares16,794 from 3,655
Change+13,139 (+359%)
Value$101.9K (+$73.1K)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares16,791 from 48,884
Change-32,093 (-66%)
Value$101.9K (-$284.3K)
Filed 2026-11-04
Independent Financial Group, LLC
NEW
Shares16,630
Change+16,630
Value$100.9K
Filed 2026-10-13
Visionary Wealth Advisors
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$90.4K (-$27.3K)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares13,178 from 11,942
Change+1,236 (+10%)
Value$80.0K (-$14.4K)
Filed 2026-10-29
Genesee Capital Advisors, LLC
NEW
Shares11,518
Change+11,518
Value$69.9K
Filed 2026-10-20
State of Wyoming
DECREASED
Shares8,704 from 33,619
Change-24,915 (-74%)
Value$52.8K (-$212.8K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares4,003 from 24
Change+3,979 (+16579%)
Value$24.3K (+$24.1K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares2,538 from 1,218
Change+1,320 (+108%)
Value$15.4K (+$5.8K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares2,043 from 35,898
Change-33,855 (-94%)
Value$12.4K (-$271.2K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares1,984 from 3,380
Change-1,396 (-41%)
Value$12.0K (-$14.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares1,920 from 1,126
Change+794 (+71%)
Value$11.7K (+$2.8K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares1,644 from 1,285
Change+359 (+28%)
Value$10.0K (-$175)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares1,532 from 10,328
Change-8,796 (-85%)
Value$9.3K (-$72.3K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares1,297 from 1,263
Change+34 (+3%)
Value$7.9K (-$2.1K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares1,150
Change+1,150
Value$7.0K
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares925 from 792
Change+133 (+17%)
Value$5.6K (-$642)
Filed 2026-10-02
EverSource Wealth Advisors, LLC
INCREASED
Shares689 from 633
Change+56 (+9%)
Value$4.2K (-$819)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares674 from 7,355
Change-6,681 (-91%)
Value$4.1K (-$54.0K)
Filed 2026-10-30
Essential Partners LLC
DECREASED
Shares543 from 876
Change-333 (-38%)
Value$3.3K (-$3.6K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares483 from 185
Change+298 (+161%)
Value$2.9K (+$1.5K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares350 from 43
Change+307 (+714%)
Value$2.1K (+$1.8K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares195
Change+195
Value$1.2K
Filed 2026-10-21
Covestor Ltd
INCREASED
Shares186 from 165
Change+21 (+13%)
Value$1 ($0)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$607 (-$183)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$413 (-$147)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares53 from 24
Change+29 (+121%)
Value$322 (+$132)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares51 from 49
Change+2 (+4%)
Value$311 (-$74)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares31
Change+31
Value$188
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$182 (-$55)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares16 from 15
Change+1 (+7%)
Value$96 (-$23)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$88 (-$27)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares13 from 91
Change-78 (-86%)
Value$79 (-$640)
Filed 2026-11-05
Centerpoint Advisors, LLC
NEW
Shares8
Change+8
Value$0
Filed 2026-11-05
Fortitude Family Office, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$42 (-$13)
Filed 2026-10-14
Cullen T Bankers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$3 (-$1)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$7 (-$1)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 98,930
Change-98,930 (-100%)
Value$0 (-$781.5K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 50,165
Change-50,165 (-100%)
Value$0 (-$396.3K)
Filed 2026-10-13
Range Financial Group LLC
CLOSED
Shares0 from 31,026
Change-31,026 (-100%)
Value$0 (-$245.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 11,168
Change-11,168 (-100%)
Value$0 (-$88.0K)
Filed 2026-11-02
StoneX Group Inc.
CLOSED
Shares0 from 10,937
Change-10,937 (-100%)
Value$0 (-$86.4K)
Filed 2026-11-03
True Wealth Design, LLC
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 323
Change-323 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$553)
Filed 2026-10-23
Parkside Financial Bank & Trust
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$474)
Filed 2026-10-27
Nfsg Corp
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$237)
Filed 2026-10-15
Abound Wealth Management
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$166)
Filed 2026-10-26
BlackRock, Inc.
N/A
Shares— from 8,805,376
Change-8,805,376 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,994,974
Change-3,994,974 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,309,701
Change-3,309,701 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,424,263
Change-2,424,263 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,377,470
Change-2,377,470 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,849,062
Change-1,849,062 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,296,579
Change-1,296,579 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,109,739
Change-1,109,739 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,073,203
Change-1,073,203 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,010,427
Change-1,010,427 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 756,372
Change-756,372 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 752,156
Change-752,156 (-100%)
Value—
UBS Group AG
N/A
Shares— from 718,377
Change-718,377 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 712,061
Change-712,061 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 615,610
Change-615,610 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 614,225
Change-614,225 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 477,827
Change-477,827 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 432,156
Change-432,156 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 408,368
Change-408,368 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 388,455
Change-388,455 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 374,410
Change-374,410 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 350,673
Change-350,673 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 335,615
Change-335,615 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 288,700
Change-288,700 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 247,749
Change-247,749 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 231,634
Change-231,634 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 221,066
Change-221,066 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 213,771
Change-213,771 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 211,265
Change-211,265 (-100%)
Value—
Varcov Co.
N/A
Shares— from 207,364
Change-207,364 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 174,277
Change-174,277 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 167,784
Change-167,784 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 156,636
Change-156,636 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 156,323
Change-156,323 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 152,866
Change-152,866 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 142,866
Change-142,866 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 130,496
Change-130,496 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 126,671
Change-126,671 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 125,429
Change-125,429 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 120,900
Change-120,900 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 115,295
Change-115,295 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 98,865
Change-98,865 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 92,000
Change-92,000 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 89,002
Change-89,002 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 88,421
Change-88,421 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 84,622
Change-84,622 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 81,219
Change-81,219 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 77,623
Change-77,623 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 69,792
Change-69,792 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 68,485
Change-68,485 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 67,225
Change-67,225 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 64,217
Change-64,217 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 62,495
Change-62,495 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 53,379
Change-53,379 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 50,126
Change-50,126 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 49,522
Change-49,522 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 48,258
Change-48,258 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,130
Change-48,130 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 47,724
Change-47,724 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 47,374
Change-47,374 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 40,523
Change-40,523 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 34,390
Change-34,390 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 32,481
Change-32,481 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,903
Change-29,903 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 29,481
Change-29,481 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 27,196
Change-27,196 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 25,467
Change-25,467 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 24,865
Change-24,865 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 24,226
Change-24,226 (-100%)
Value—
FMR LLC
N/A
Shares— from 24,162
Change-24,162 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 21,223
Change-21,223 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 20,275
Change-20,275 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 18,679
Change-18,679 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 17,235
Change-17,235 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 16,704
Change-16,704 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 16,095
Change-16,095 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 15,769
Change-15,769 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,633
Change-15,633 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,763
Change-14,763 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,405
Change-14,405 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,974
Change-13,974 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,619
Change-13,619 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12,966
Change-12,966 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,949
Change-12,949 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 11,974
Change-11,974 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,360
Change-11,360 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,695
Change-10,695 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 438
Change-438 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 180
Change-180 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 163
Change-163 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91
Change-91 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Ascentis Wealth Management, LLC
DECREASED1,245,4581,295,330-49,872-4%$10.2M$7.6M-$2.7M2026-11-03
Wolverine Asset Management LLC
INCREASED938,645285,237+653,408+229%$2.3M$5.7M+$3.4M2026-11-02
Bank of New York Mellon Corp
INCREASED284,421264,202+20,219+8%$2.1M$1.7M-$360.8K2026-11-05
PVG Asset Management Corp
INCREASED192,124133,630+58,494+44%$1.1M$1.2M+$110.5K2026-10-19
Firethorn Wealth Partners, LLC
DECREASED149,015216,600-67,585-31%$1.7M$904.5K-$806.6K2026-10-14
Straight Path Wealth Management
INCREASED88,50059,500+29,000+49%$470.1K$537.2K+$67.1K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED73,15446,009+27,145+59%$363.5K$444.0K+$80.6K2026-10-21
IFP Advisors, Inc
INCREASED72,62660,872+11,754+19%$480.9K$440.8K-$40.0K2026-10-16
Sowell Financial Services LLC
NEW71,233—+71,233——$432.4K—2026-10-23
Imc-Chicago, LLC
NEW50,945—+50,945——$309.2K—2026-11-05
Barclays PLC
INCREASED40,58521,931+18,654+85%$173.3K$246.4K+$73.1K2026-11-06
US Bancorp \de\
DECREASED36,24836,497-249-1%$288.3K$220.0K-$68.3K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED34,45430,739+3,715+12%$244.1K$195.7K-$48.4K2026-10-13
180 Wealth Advisors, LLC
INCREASED30,44624,597+5,849+24%$194.3K$184.8K-$9.5K2026-11-03
Strs Ohio
INCREASED28,40017,900+10,500+59%$141.4K$172.4K+$31.0K2026-10-30
Creative Planning
INCREASED27,46215,765+11,697+74%$124.5K$166.7K+$42.2K2026-11-02
Nisa Investment Advisors, LLC
DECREASED27,00127,036-350%$216.8K$167.1K-$49.7K2026-10-20
Achmea Investment Management B.V.
NEW24,000—+24,000——$145.8K—2026-10-30
Morling Financial Advisors, LLC
INCREASED22,24321,196+1,047+5%$167.5K$135.0K-$32.4K2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED17,50417,50400%$138.3K$106.2K-$32.1K2026-10-26
Simplex Trading, LLC
INCREASED16,7943,655+13,139+359%$28.9K$101.9K+$73.1K2026-11-04
Citigroup Inc
DECREASED16,79148,884-32,093-66%$386.2K$101.9K-$284.3K2026-11-04
Independent Financial Group, LLC
NEW16,630—+16,630——$100.9K—2026-10-13
Visionary Wealth Advisors
UNCHANGED14,90014,90000%$117.7K$90.4K-$27.3K2026-11-04
ProShare Advisors LLC
INCREASED13,17811,942+1,236+10%$94.3K$80.0K-$14.4K2026-10-29
Genesee Capital Advisors, LLC
NEW11,518—+11,518——$69.9K—2026-10-20
State of Wyoming
DECREASED8,70433,619-24,915-74%$265.6K$52.8K-$212.8K2026-10-28
SJS Investment Consulting Inc.
INCREASED4,00324+3,979+16579%$190$24.3K+$24.1K2026-10-26
Gamma Investing LLC
INCREASED2,5381,218+1,320+108%$9.6K$15.4K+$5.8K2026-10-08
Sterling Capital Management LLC
DECREASED2,04335,898-33,855-94%$283.6K$12.4K-$271.2K2026-10-22
Signaturefd, LLC
DECREASED1,9843,380-1,396-41%$26.7K$12.0K-$14.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED1,9201,126+794+71%$8.9K$11.7K+$2.8K2026-10-08
Parallel Advisors, LLC
INCREASED1,6441,285+359+28%$10.2K$10.0K-$1752026-11-03
PNC Financial Services Group, Inc.
DECREASED1,53210,328-8,796-85%$81.6K$9.3K-$72.3K2026-11-06
Larson Financial Group LLC
INCREASED1,2971,263+34+3%$10.0K$7.9K-$2.1K2026-11-05
Nova Financial LLC
NEW1,150—+1,150——$7.0K—2026-11-04
Versant Capital Management, Inc
INCREASED925792+133+17%$6.3K$5.6K-$6422026-10-02
EverSource Wealth Advisors, LLC
INCREASED689633+56+9%$5.0K$4.2K-$8192026-11-04
Spire Wealth Management
DECREASED6747,355-6,681-91%$58.1K$4.1K-$54.0K2026-10-30
Essential Partners LLC
DECREASED543876-333-38%$6.9K$3.3K-$3.6K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED483185+298+161%$1.5K$2.9K+$1.5K2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED35043+307+714%$340$2.1K+$1.8K2026-10-29
Root Financial Partners, LLC
NEW195—+195——$1.2K—2026-10-21
Covestor Ltd
INCREASED186165+21+13%$1$1$02026-10-30
City State Bank
UNCHANGED10010000%$790$607-$1832026-10-20
TD Waterhouse Canada Inc.
UNCHANGED717100%$560$413-$1472026-10-16
Clearstead Advisors, LLC
INCREASED5324+29+121%$190$322+$1322026-11-06
Archer Investment Corp
INCREASED5149+2+4%$385$311-$742026-11-05
Silver Grove Financial Group, Inc.
NEW31—+31——$188—2026-11-05
Lodestone Wealth Management LLC
UNCHANGED303000%$237$182-$552026-10-14
Ares Financial Consulting, LLC
INCREASED1615+1+7%$119$96-$232026-10-19
Hager Investment Management Services, LLC
UNCHANGED151500%$115$88-$272026-11-04
Fifth Third Bancorp
DECREASED1391-78-86%$719$79-$6402026-11-05
Centerpoint Advisors, LLC
NEW8—+8——$0—2026-11-05
Fortitude Family Office, LLC
UNCHANGED7700%$55$42-$132026-10-14
Cullen T Bankers, Inc.
UNCHANGED1100%$4$3-$12026-10-28
Bell Investment Advisors, Inc
UNCHANGED1100%$8$7-$12026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED098,930-98,930-100%$781.5K$0-$781.5K2026-10-16
Dynamic Advisor Solutions LLC
CLOSED050,165-50,165-100%$396.3K$0-$396.3K2026-10-13
Range Financial Group LLC
CLOSED031,026-31,026-100%$245.1K$0-$245.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
CLOSED011,168-11,168-100%$88.0K$0-$88.0K2026-11-02
StoneX Group Inc.
CLOSED010,937-10,937-100%$86.4K$0-$86.4K2026-11-03
True Wealth Design, LLC
CLOSED0436-436-100%$3.4K$0-$3.4K2026-10-13
Pinnacle Wealth Planning Services, Inc.
CLOSED0389-389-100%$3.1K$0-$3.1K2026-10-27
Cornerstone Planning Group LLC
CLOSED0323-323-100%$2.5K$0-$2.5K2026-10-16
Stone House Investment Management, LLC
CLOSED070-70-100%$553$0-$5532026-10-23
Parkside Financial Bank & Trust
CLOSED060-60-100%$474$0-$4742026-10-27
Nfsg Corp
CLOSED030-30-100%$237$0-$2372026-10-15
Abound Wealth Management
CLOSED021-21-100%$166$0-$1662026-10-26
BlackRock, Inc.
N/A—8,805,376-8,805,376-100%$69.6M———
Vanguard Capital Management LLC
N/A—3,994,974-3,994,974-100%$31.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,309,701-3,309,701-100%$26.1M———
Invesco Ltd.
N/A—2,424,263-2,424,263-100%$19.2M———
Geode Capital Management, LLC
N/A—2,377,470-2,377,470-100%$18.8M———
State Street Corp
N/A—1,849,062-1,849,062-100%$14.8M———
Two Sigma Investments, LP
N/A—1,296,579-1,296,579-100%$10.2M———
Northern Trust Corp
N/A—1,109,739-1,109,739-100%$8.8M———
Van Eck Associates Corp
N/A—1,073,203-1,073,203-100%$8.5M———
D. E. Shaw & Co., Inc.
N/A—1,010,427-1,010,427-100%$8.0M———
Vanguard Portfolio Management LLC
N/A—756,372-756,372-100%$6.0M———
Charles Schwab Investment Management Inc
N/A—752,156-752,156-100%$5.9M———
UBS Group AG
N/A—718,377-718,377-100%$5.7M———
AQR Capital Management LLC
N/A—712,061-712,061-100%$5.6M———
Morgan Stanley
N/A—615,610-615,610-100%$4.9M———
Vanguard Fiduciary Trust Co
N/A—614,225-614,225-100%$4.9M———
Ameriprise Financial Inc
N/A—477,827-477,827-100%$3.8M———
Hudson Bay Capital Management LP
N/A—432,156-432,156-100%$3.4M———
Segall Bryant & Hamill, LLC
N/A—408,368-408,368-100%$3.2M———
Summit Financial, LLC
N/A—388,455-388,455-100%$3.1M———
Odyssean, LLC
N/A—374,410-374,410-100%$3.0M———
Bank of America Corp
N/A—350,673-350,673-100%$2.8M———
Verition Fund Management LLC
N/A—335,615-335,615-100%$2.7M———
Renaissance Technologies LLC
N/A—288,700-288,700-100%$2.3M———
Cetera Investment Advisers
N/A—247,749-247,749-100%$2.0M———
Goldman Sachs Group Inc
N/A—231,634-231,634-100%$1.8M———
Engineers Gate Manager LP
N/A—225,000-225,000-100%$1.8M———
Citadel Advisors LLC
N/A—221,066-221,066-100%$1.7M———
Atom Investors LP
N/A—213,771-213,771-100%$1.7M———
Bramshill Investments, LLC
N/A—211,265-211,265-100%$1.7M———
Varcov Co.
N/A—207,364-207,364-100%$1.6M———
Millennium Management LLC
N/A—174,277-174,277-100%$1.4M———
Nuveen, LLC
N/A—167,784-167,784-100%$1.3M———
Wells Fargo & Company
N/A—156,636-156,636-100%$1.2M———
Penserra Capital Management LLC
N/A—156,323-156,323-100%$1.2M———
Graham Capital Management, L.P.
N/A—152,866-152,866-100%$1.2M———
Squarepoint Ops LLC
N/A—142,866-142,866-100%$1.1M———
IEQ Capital, LLC
N/A—130,496-130,496-100%$1.0M———
Price T Rowe Associates Inc
N/A—126,671-126,671-100%$1.0M———
JPMorgan Chase & Co
N/A—125,429-125,429-100%$988.4K———
LPL Financial LLC
N/A—120,900-120,900-100%$955.1K———
Rhumbline Advisers
N/A—115,295-115,295-100%$910.8K———
Centiva Capital, LP
N/A—100,000-100,000-100%$790.0K———
ExodusPoint Capital Management, LP
N/A—98,865-98,865-100%$781.0K———
Winton Group Ltd
N/A—92,000-92,000-100%$726.8K———
Deutsche Bank Ag\
N/A—89,002-89,002-100%$703.1K———
Envestnet Asset Management Inc
N/A—88,421-88,421-100%$698.5K———
Marshall Wace, LLP
N/A—84,622-84,622-100%$668.5K———
Two Sigma Securities, LLC
N/A—81,219-81,219-100%$641.6K———
LSV Asset Management
N/A—77,623-77,623-100%$613.0K———
Quantbot Technologies LP
N/A—69,792-69,792-100%$551.4K———
Russell Investments Group, Ltd.
N/A—68,485-68,485-100%$541.0K———
Virtu Financial LLC
N/A—67,225-67,225-100%$531.0K———
Alliancebernstein L.P.
N/A—64,217-64,217-100%$518.9K———
Franklin Resources Inc
N/A—62,495-62,495-100%$493.7K———
MetLife Investment Management, LLC
N/A—53,379-53,379-100%$421.7K———
Schonfeld Strategic Advisors LLC
N/A—50,126-50,126-100%$396.0K———
Quantinno Capital Management LP
N/A—49,522-49,522-100%$391.2K———
Qube Research & Technologies Ltd
N/A—48,258-48,258-100%$381.2K———
Osaic Holdings, Inc.
N/A—48,130-48,130-100%$380.2K———
Mariner, LLC
N/A—47,724-47,724-100%$377.0K———
Royal Bank of Canada
N/A—47,374-47,374-100%$374.0K———
Vanguard Global Advisers, LLC
N/A—40,523-40,523-100%$320.1K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—34,390-34,390-100%$271.7K———
PFG Investments, LLC
N/A—32,481-32,481-100%$256.6K———
Cerity Partners LLC
N/A—29,903-29,903-100%$236.2K———
GSA Capital Partners LLP
N/A—29,481-29,481-100%$233.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—27,196-27,196-100%$214.8K———
Police & Firemen's Retirement System of New Jersey
N/A—26,902-26,902-100%$212.5K———
Vident Advisory, LLC
N/A—25,467-25,467-100%$201.2K———
Caption Management, LLC
N/A—25,000-25,000-100%$197.5K———
Mercer Global Advisors Inc
N/A—24,865-24,865-100%$196.4K———
New York State Common Retirement Fund
N/A—24,226-24,226-100%$191.4K———
FMR LLC
N/A—24,162-24,162-100%$190.9K———
Manufacturers Life Insurance Company, the
N/A—21,223-21,223-100%$167.7K———
Pallas Capital Advisors LLC
N/A—20,275-20,275-100%$160.2K———
Intech Investment Management LLC
N/A—18,679-18,679-100%$147.6K———
Jain Global LLC
N/A—17,900-17,900-100%$141.4K———
Voya Investment Management LLC
N/A—17,235-17,235-100%$136.2K———
Virtus Advisers, LLC
N/A—16,704-16,704-100%$132.0K———
Dynamic Technology Lab Private Ltd
N/A—16,095-16,095-100%$127.0K———
Legal & General Group Plc
N/A—15,769-15,769-100%$124.6K———
Continuum Advisory, LLC
N/A—15,633-15,633-100%$123.5K———
Prudential Financial Inc
N/A—14,922-14,922-100%$117.9K———
SEI Investments Co
N/A—14,763-14,763-100%$116.6K———
Rockefeller Capital Management L.P.
N/A—14,405-14,405-100%$113.8K———
Susquehanna International Group, LLP
N/A—13,974-13,974-100%$110.4K———
BNP Paribas Financial Markets
N/A—13,619-13,619-100%$107.6K———
Walleye Trading LLC
N/A—13,609-13,609-100%$107.5K———
Integrated Wealth Concepts LLC
N/A—13,200-13,200-100%$104.3K———
Arax Advisory Partners
N/A—12,966-12,966-100%$102.4K———
Captrust Financial Advisors
N/A—12,949-12,949-100%$102.3K———
State Board of Administration of Florida Retirement System
N/A—11,974-11,974-100%$94.6K———
Equitable Holdings, Inc.
N/A—11,360-11,360-100%$89.7K———
Victory Capital Management Inc
N/A—10,695-10,695-100%$84.5K———
Oxford Financial Group, Ltd. LLC
N/A—10,000-10,000-100%$79.0K———
Global Retirement Partners, LLC
N/A—8,813-8,813-100%$69.6K———
Ameritas Investment Partners, Inc.
N/A—8,278-8,278-100%$65.4K———
Allworth Financial LP
N/A—7,593-7,593-100%$60.0K———
Group One Trading LLC
N/A—5,939-5,939-100%$46.9K———
UBS Asset Management Americas LLC
N/A—5,770-5,770-100%$45.6K———
Jones Financial Companies Lllp
N/A—5,412-5,412-100%$42.9K———
Bogart Wealth, LLC
N/A—4,711-4,711-100%$37.2K———
Tower Research Capital LLC (TRC)
N/A—4,642-4,642-100%$36.7K———
Osbon Capital Management LLC
N/A—2,674-2,674-100%$21.1K———
IFG Advisory, LLC
N/A—2,500-2,500-100%$19.8K———
LGT Financial Advisors LLC
N/A—1,109-1,109-100%$8.8K———
California State Teachers Retirement System
N/A—1,080-1,080-100%$8.5K———
Federated Hermes, Inc.
N/A—691-691-100%$5.5K———
Rothschild Investment LLC
N/A—512-512-100%$4.0K———
Optiver Holding B.V.
N/A—438-438-100%$3.5K———
Keating Financial Advisory Services, Inc.
N/A—209-209-100%$1.7K———
SHP Wealth Management
N/A—200-200-100%$1.6K———
National Bank of Canada
N/A—180-180-100%$1.4K———
Federation des caisses Desjardins du Quebec
N/A—163-163-100%$1.3K———
Harbour Investments, Inc.
N/A—91-91-100%$720———
Cornerstone Financial Management LLC
N/A—70-70-100%$553———
Steward Partners Investment Advisory, LLC
N/A—23-23-100%$182———
Napier Financial, LLC
N/A—16-16-100%$126———
BFC Planning, Inc.
N/A—10-10-100%$78———
Philadelphia Investment Partners, LLC
N/A—10-10-100%$86———
Northwestern Mutual Wealth Management Co
N/A—4-4-100%$32———
Showing 191 of 191 institutions