KKR Real Estate Finance Trus (KREF)

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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Bank of New York Mellon Corp

INCREASED

Shares195,118 from 178,361

Change+16,757 (+9%)

Value$1.2M (-$8.3K)

Filed 2026-11-05

GFS Advisors, LLC

INCREASED

Shares160,320 from 160,185

Change+135 (+0%)

Value$996.0K (+$983.7K)

Filed 2026-11-03

Beach Point Capital Management LP

UNCHANGED

Shares115,016 from 115,016

Change0 (0%)

Value$714.2K (-$72.5K)

Filed 2026-10-20

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares71,659 from 72,073

Change-414 (-1%)

Value$445 (-$492.6K)

Filed 2026-10-22

Abel Hall, LLC

INCREASED

Shares50,717 from 42,250

Change+8,467 (+20%)

Value$315.0K (+$26.0K)

Filed 2026-10-19

Wedbush Securities Inc

DECREASED

Shares43,520 from 77,165

Change-33,645 (-44%)

Value$270 (-$527.7K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares37,715 from 24,787

Change+12,928 (+52%)

Value$234.2K (+$64.7K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares35,062 from 27,225

Change+7,837 (+29%)

Value$223.3K (+$23.0K)

Filed 2026-10-13

Imc-Chicago, LLC

NEW

Shares24,705

Change+24,705

Value$153.4K

Filed 2026-11-05

Parallel Advisors, LLC

DECREASED

Shares17,539 from 17,941

Change-402 (-2%)

Value$108.9K (-$13.8K)

Filed 2026-11-03

Brighton Jones LLC

INCREASED

Shares17,141 from 13,590

Change+3,551 (+26%)

Value$106.4K (+$13.5K)

Filed 2026-11-03

Inscription Capital, LLC

NEW

Shares15,414

Change+15,414

Value$95.7K

Filed 2026-11-02

Strs Ohio

INCREASED

Shares13,900 from 9,700

Change+4,200 (+43%)

Value$86.3K (+$20.0K)

Filed 2026-10-30

Gamma Investing LLC

INCREASED

Shares8,902 from 5,288

Change+3,614 (+68%)

Value$55.3K (+$19.1K)

Filed 2026-10-08

Kelleher Financial Advisors

DECREASED

Shares7,129 from 14,126

Change-6,997 (-50%)

Value$44.3K (-$52.5K)

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares6,740 from 948

Change+5,792 (+611%)

Value$41.9K (+$35.4K)

Filed 2026-10-27

Versant Capital Management, Inc

INCREASED

Shares5,038 from 3,229

Change+1,809 (+56%)

Value$31.3K (+$9.2K)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

INCREASED

Shares4,730 from 4,101

Change+629 (+15%)

Value$29.4K (+$1.3K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares3,600 from 6,100

Change-2,500 (-41%)

Value$22.4K (-$19.4K)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares3,122 from 1,907

Change+1,215 (+64%)

Value$19.4K (+$6.3K)

Filed 2026-10-16

Citigroup Inc

DECREASED

Shares2,511 from 25,814

Change-23,303 (-90%)

Value$15.6K (-$161.0K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,081 from 2,081

Change0 (0%)

Value$13.1K (-$1.3K)

Filed 2026-10-20

Larson Financial Group LLC

UNCHANGED

Shares1,579 from 1,579

Change0 (0%)

Value$9.8K (-$994)

Filed 2026-11-05

Essential Partners LLC

INCREASED

Shares1,567 from 1,426

Change+141 (+10%)

Value$9.7K (-$23)

Filed 2026-10-14

Parkside Financial Bank & Trust

INCREASED

Shares1,312 from 190

Change+1,122 (+591%)

Value$8.1K (+$6.8K)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares1,275 from 1,319

Change-44 (-3%)

Value$7.9K (-$1.1K)

Filed 2026-10-08

Chilton Capital Management LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$6.2K (-$630)

Filed 2026-10-28

SJS Investment Consulting Inc.

INCREASED

Shares996 from 20

Change+976 (+4880%)

Value$6.2K (+$6.0K)

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares960 from 1,091

Change-131 (-12%)

Value$6.0K (-$1.5K)

Filed 2026-10-22

Transce3nd, LLC

INCREASED

Shares782 from 781

Change+1 (+0%)

Value$4.3K (-$1.5K)

Filed 2026-10-26

Signaturefd, LLC

DECREASED

Shares637 from 1,910

Change-1,273 (-67%)

Value$4.0K (-$9.1K)

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares564

Change+564

Value$3.5K

Filed 2026-10-21

US Bancorp \de\

DECREASED

Shares542 from 872

Change-330 (-38%)

Value$3.4K (-$2.6K)

Filed 2026-11-05

Chung Wu Investment Group, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$3.1K (-$315)

Filed 2026-11-03

Triumph Capital Management

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$2.8K (-$284)

Filed 2026-10-14

True Wealth Design, LLC

DECREASED

Shares109 from 130

Change-21 (-16%)

Value$677 (-$213)

Filed 2026-10-13

Physician Wealth Advisors, Inc.

UNCHANGED

Shares109 from 109

Change0 (0%)

Value$677 (-$69)

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares52

Change+52

Value$323

Filed 2026-10-30

Fortitude Family Office, LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$298 (-$30)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

DECREASED

Shares42 from 1,285

Change-1,243 (-97%)

Value$261 (-$8.5K)

Filed 2026-10-29

Covestor Ltd

DECREASED

Shares26 from 44

Change-18 (-41%)

Value$0 ($0)

Filed 2026-10-30

Blue Trust, Inc.

NEW

Shares16

Change+16

Value$98

Filed 2026-10-15

Silver Grove Financial Group, Inc.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$69 (-$6)

Filed 2026-11-05

Hughes Financial Services, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$6 (-$1)

Filed 2026-10-30

Lido Advisors, LLC

CLOSED

Shares0 from 34,334

Change-34,334 (-100%)

Value$0 (-$238.3K)

Filed 2026-11-04

XML Financial, LLC

CLOSED

Shares0 from 10,500

Change-10,500 (-100%)

Value$0 (-$71.8K)

Filed 2026-10-29

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$382)

Filed 2026-11-03

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 10,000,001

Change-10,000,001 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,898,946

Change-5,898,946 (-100%)

Value—

Long Pond Capital, LP

N/A

Shares— from 5,813,201

Change-5,813,201 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,641,056

Change-3,641,056 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 2,704,317

Change-2,704,317 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,284,174

Change-2,284,174 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 1,588,196

Change-1,588,196 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,409,981

Change-1,409,981 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,290,211

Change-1,290,211 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,180,293

Change-1,180,293 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 969,954

Change-969,954 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 958,932

Change-958,932 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 859,781

Change-859,781 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 729,036

Change-729,036 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 643,206

Change-643,206 (-100%)

Value—

Norges Bank

N/A

Shares— from 635,000

Change-635,000 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 601,842

Change-601,842 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 598,251

Change-598,251 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 585,212

Change-585,212 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 557,842

Change-557,842 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 517,167

Change-517,167 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 450,131

Change-450,131 (-100%)

Value—

Nokomis Capital, L.L.C.

N/A

Shares— from 435,600

Change-435,600 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 401,115

Change-401,115 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 355,615

Change-355,615 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 328,535

Change-328,535 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 326,398

Change-326,398 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 326,188

Change-326,188 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 321,125

Change-321,125 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 265,264

Change-265,264 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 244,113

Change-244,113 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 237,403

Change-237,403 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 210,047

Change-210,047 (-100%)

Value—

One William Street Capital Management, L.P.

N/A

Shares— from 202,000

Change-202,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 192,254

Change-192,254 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 158,420

Change-158,420 (-100%)

Value—

FMR LLC

N/A

Shares— from 154,253

Change-154,253 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 149,351

Change-149,351 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 118,200

Change-118,200 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 100,757

Change-100,757 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 90,934

Change-90,934 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 88,997

Change-88,997 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 87,496

Change-87,496 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 82,629

Change-82,629 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 78,663

Change-78,663 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 75,155

Change-75,155 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 69,339

Change-69,339 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 61,223

Change-61,223 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 58,401

Change-58,401 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 54,700

Change-54,700 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 52,820

Change-52,820 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 47,500

Change-47,500 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 42,328

Change-42,328 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 39,088

Change-39,088 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 38,970

Change-38,970 (-100%)

Value—

Whetstone Capital Advisors, LLC

N/A

Shares— from 38,108

Change-38,108 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 37,193

Change-37,193 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 36,810

Change-36,810 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 33,657

Change-33,657 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 32,500

Change-32,500 (-100%)

Value—

Barclays PLC

N/A

Shares— from 32,447

Change-32,447 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 31,183

Change-31,183 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 30,828

Change-30,828 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 30,613

Change-30,613 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,150

Change-30,150 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 27,422

Change-27,422 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 27,132

Change-27,132 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 26,775

Change-26,775 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 26,034

Change-26,034 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 24,928

Change-24,928 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 23,494

Change-23,494 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 22,862

Change-22,862 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 21,398

Change-21,398 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 19,367

Change-19,367 (-100%)

Value—

Westbourne Investments, Inc.

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 17,417

Change-17,417 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 16,821

Change-16,821 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 15,760

Change-15,760 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 15,181

Change-15,181 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 15,084

Change-15,084 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 14,557

Change-14,557 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 13,046

Change-13,046 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 13,037

Change-13,037 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 12,264

Change-12,264 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 11,559

Change-11,559 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,142

Change-11,142 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,110

Change-11,110 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7,937

Change-7,937 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 5,690

Change-5,690 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 5,475

Change-5,475 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,773

Change-4,773 (-100%)

Value—

Quantum Portfolio Management LLC

N/A

Shares— from 3,651

Change-3,651 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 3,163

Change-3,163 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,357

Change-2,357 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,240

Change-2,240 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,202

Change-1,202 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 746

Change-746 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 652

Change-652 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 553

Change-553 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 420

Change-420 (-100%)

Value—

Quarry LP

N/A

Shares— from 333

Change-333 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 295

Change-295 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 206

Change-206 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 202

Change-202 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	195,118	178,361	+16,757	+9%	$1.2M	$1.2M	-$8.3K	2026-11-05
GFS Advisors, LLC	INCREASED	160,320	160,185	+135	+0%	$12.3K	$996.0K	+$983.7K	2026-11-03
Beach Point Capital Management LP	UNCHANGED	115,016	115,016	0	0%	$786.7K	$714.2K	-$72.5K	2026-10-20
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	71,659	72,073	-414	-1%	$493.0K	$445	-$492.6K	2026-10-22
Abel Hall, LLC	INCREASED	50,717	42,250	+8,467	+20%	$289.0K	$315.0K	+$26.0K	2026-10-19
Wedbush Securities Inc	DECREASED	43,520	77,165	-33,645	-44%	$528.0K	$270	-$527.7K	2026-10-22
Creative Planning	INCREASED	37,715	24,787	+12,928	+52%	$169.5K	$234.2K	+$64.7K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	35,062	27,225	+7,837	+29%	$200.4K	$223.3K	+$23.0K	2026-10-13
Imc-Chicago, LLC	NEW	24,705	—	+24,705	—	—	$153.4K	—	2026-11-05
Parallel Advisors, LLC	DECREASED	17,539	17,941	-402	-2%	$122.7K	$108.9K	-$13.8K	2026-11-03
Brighton Jones LLC	INCREASED	17,141	13,590	+3,551	+26%	$93.0K	$106.4K	+$13.5K	2026-11-03
Inscription Capital, LLC	NEW	15,414	—	+15,414	—	—	$95.7K	—	2026-11-02
Strs Ohio	INCREASED	13,900	9,700	+4,200	+43%	$66.3K	$86.3K	+$20.0K	2026-10-30
Gamma Investing LLC	INCREASED	8,902	5,288	+3,614	+68%	$36.2K	$55.3K	+$19.1K	2026-10-08
Kelleher Financial Advisors	DECREASED	7,129	14,126	-6,997	-50%	$96.8K	$44.3K	-$52.5K	2026-10-30
Pinnacle Wealth Planning Services, Inc.	INCREASED	6,740	948	+5,792	+611%	$6.5K	$41.9K	+$35.4K	2026-10-27
Versant Capital Management, Inc	INCREASED	5,038	3,229	+1,809	+56%	$22.1K	$31.3K	+$9.2K	2026-10-02
EverSource Wealth Advisors, LLC	INCREASED	4,730	4,101	+629	+15%	$28.1K	$29.4K	+$1.3K	2026-11-04
Fifth Third Bancorp	DECREASED	3,600	6,100	-2,500	-41%	$41.7K	$22.4K	-$19.4K	2026-11-05
IFP Advisors, Inc	INCREASED	3,122	1,907	+1,215	+64%	$13.0K	$19.4K	+$6.3K	2026-10-16
Citigroup Inc	DECREASED	2,511	25,814	-23,303	-90%	$176.6K	$15.6K	-$161.0K	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	2,081	2,081	0	0%	$14.4K	$13.1K	-$1.3K	2026-10-20
Larson Financial Group LLC	UNCHANGED	1,579	1,579	0	0%	$10.8K	$9.8K	-$994	2026-11-05
Essential Partners LLC	INCREASED	1,567	1,426	+141	+10%	$9.8K	$9.7K	-$23	2026-10-14
Parkside Financial Bank & Trust	INCREASED	1,312	190	+1,122	+591%	$1.3K	$8.1K	+$6.8K	2026-10-27
Farther Finance Advisors, LLC	DECREASED	1,275	1,319	-44	-3%	$9.0K	$7.9K	-$1.1K	2026-10-08
Chilton Capital Management LLC	UNCHANGED	1,000	1,000	0	0%	$6.8K	$6.2K	-$630	2026-10-28
SJS Investment Consulting Inc.	INCREASED	996	20	+976	+4880%	$137	$6.2K	+$6.0K	2026-10-26
Sterling Capital Management LLC	DECREASED	960	1,091	-131	-12%	$7.5K	$6.0K	-$1.5K	2026-10-22
Transce3nd, LLC	INCREASED	782	781	+1	+0%	$5.7K	$4.3K	-$1.5K	2026-10-26
Signaturefd, LLC	DECREASED	637	1,910	-1,273	-67%	$13.1K	$4.0K	-$9.1K	2026-10-23
Root Financial Partners, LLC	NEW	564	—	+564	—	—	$3.5K	—	2026-10-21
US Bancorp \de\	DECREASED	542	872	-330	-38%	$6.0K	$3.4K	-$2.6K	2026-11-05
Chung Wu Investment Group, LLC	UNCHANGED	500	500	0	0%	$3.4K	$3.1K	-$315	2026-11-03
Triumph Capital Management	UNCHANGED	450	450	0	0%	$3.1K	$2.8K	-$284	2026-10-14
True Wealth Design, LLC	DECREASED	109	130	-21	-16%	$890	$677	-$213	2026-10-13
Physician Wealth Advisors, Inc.	UNCHANGED	109	109	0	0%	$746	$677	-$69	2026-10-20
Provenance Wealth Advisors, LLC	NEW	52	—	+52	—	—	$323	—	2026-10-30
Fortitude Family Office, LLC	UNCHANGED	48	48	0	0%	$328	$298	-$30	2026-10-14
Caitong International Asset Management Co., Ltd	DECREASED	42	1,285	-1,243	-97%	$8.8K	$261	-$8.5K	2026-10-29
Covestor Ltd	DECREASED	26	44	-18	-41%	$0	$0	$0	2026-10-30
Blue Trust, Inc.	NEW	16	—	+16	—	—	$98	—	2026-10-15
Silver Grove Financial Group, Inc.	UNCHANGED	11	11	0	0%	$75	$69	-$6	2026-11-05
Hughes Financial Services, LLC	UNCHANGED	1	1	0	0%	$7	$6	-$1	2026-10-30
Lido Advisors, LLC	CLOSED	0	34,334	-34,334	-100%	$238.3K	$0	-$238.3K	2026-11-04
XML Financial, LLC	CLOSED	0	10,500	-10,500	-100%	$71.8K	$0	-$71.8K	2026-10-29
JFS Wealth Advisors, LLC	CLOSED	0	55	-55	-100%	$382	$0	-$382	2026-11-03
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	10,000,001	-10,000,001	-100%	$68.4M	—	—	—
BlackRock, Inc.	N/A	—	5,898,946	-5,898,946	-100%	$40.3M	—	—	—
Long Pond Capital, LP	N/A	—	5,813,201	-5,813,201	-100%	$39.8M	—	—	—
UBS Group AG	N/A	—	3,641,056	-3,641,056	-100%	$24.9M	—	—	—
Nomura Holdings Inc	N/A	—	2,704,317	-2,704,317	-100%	$18.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,284,174	-2,284,174	-100%	$15.6M	—	—	—
Dimension Capital Management LLC	N/A	—	1,588,196	-1,588,196	-100%	$10.9M	—	—	—
Geode Capital Management, LLC	N/A	—	1,409,981	-1,409,981	-100%	$9.6M	—	—	—
Morgan Stanley	N/A	—	1,290,211	-1,290,211	-100%	$8.8M	—	—	—
State Street Corp	N/A	—	1,180,293	-1,180,293	-100%	$8.2M	—	—	—
Millennium Management LLC	N/A	—	969,954	-969,954	-100%	$6.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	958,932	-958,932	-100%	$6.6M	—	—	—
AQR Capital Management LLC	N/A	—	859,781	-859,781	-100%	$5.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	729,036	-729,036	-100%	$5.0M	—	—	—
Two Sigma Investments, LP	N/A	—	643,206	-643,206	-100%	$4.4M	—	—	—
Norges Bank	N/A	—	635,000	-635,000	-100%	$4.3M	—	—	—
Qube Research & Technologies Ltd	N/A	—	601,842	-601,842	-100%	$4.1M	—	—	—
Northern Trust Corp	N/A	—	598,251	-598,251	-100%	$4.1M	—	—	—
Jane Street Group, LLC	N/A	—	585,212	-585,212	-100%	$4.0M	—	—	—
Wells Fargo & Company	N/A	—	557,842	-557,842	-100%	$3.8M	—	—	—
Van Eck Associates Corp	N/A	—	517,167	-517,167	-100%	$3.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	450,131	-450,131	-100%	$3.1M	—	—	—
Nokomis Capital, L.L.C.	N/A	—	435,600	-435,600	-100%	$3.0M	—	—	—
Bank of America Corp	N/A	—	401,115	-401,115	-100%	$2.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	355,615	-355,615	-100%	$2.4M	—	—	—
Jain Global LLC	N/A	—	328,535	-328,535	-100%	$2.2M	—	—	—
Quantinno Capital Management LP	N/A	—	326,398	-326,398	-100%	$2.2M	—	—	—
XTX Topco Ltd	N/A	—	326,188	-326,188	-100%	$2.2M	—	—	—
Citadel Advisors LLC	N/A	—	321,125	-321,125	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	265,264	-265,264	-100%	$1.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	244,113	-244,113	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	237,403	-237,403	-100%	$1.7M	—	—	—
Nuveen, LLC	N/A	—	210,047	-210,047	-100%	$1.4M	—	—	—
One William Street Capital Management, L.P.	N/A	—	202,000	-202,000	-100%	$1.4M	—	—	—
Invesco Ltd.	N/A	—	192,254	-192,254	-100%	$1.3M	—	—	—
Price T Rowe Associates Inc	N/A	—	158,420	-158,420	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	154,253	-154,253	-100%	$1.1M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	149,351	-149,351	-100%	$1.0M	—	—	—
Stifel Financial Corp	N/A	—	118,200	-118,200	-100%	$808.5K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	100,757	-100,757	-100%	$689.2K	—	—	—
LPL Financial LLC	N/A	—	90,934	-90,934	-100%	$622.0K	—	—	—
Tidal Investments LLC	N/A	—	88,997	-88,997	-100%	$608.7K	—	—	—
EntryPoint Capital, LLC	N/A	—	87,496	-87,496	-100%	$598.5K	—	—	—
HSBC Holdings PLC	N/A	—	82,629	-82,629	-100%	$568.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	78,663	-78,663	-100%	$538.1K	—	—	—
Squarepoint Ops LLC	N/A	—	75,155	-75,155	-100%	$514.1K	—	—	—
Rhumbline Advisers	N/A	—	69,339	-69,339	-100%	$474.3K	—	—	—
Raymond James Financial Inc	N/A	—	61,223	-61,223	-100%	$418.8K	—	—	—
IEQ Capital, LLC	N/A	—	58,401	-58,401	-100%	$399.5K	—	—	—
Alliancebernstein L.P.	N/A	—	54,700	-54,700	-100%	$334.8K	—	—	—
Deutsche Bank Ag\	N/A	—	52,820	-52,820	-100%	$361.3K	—	—	—
Susquehanna International Group, LLP	N/A	—	47,500	-47,500	-100%	$324.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	42,328	-42,328	-100%	$289.5K	—	—	—
Caxton Associates LLP	N/A	—	39,088	-39,088	-100%	$267.4K	—	—	—
Russell Investments Group, Ltd.	N/A	—	38,970	-38,970	-100%	$266.6K	—	—	—
Whetstone Capital Advisors, LLC	N/A	—	38,108	-38,108	-100%	$260.7K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	37,193	-37,193	-100%	$254.4K	—	—	—
Royal Bank of Canada	N/A	—	36,810	-36,810	-100%	$252.0K	—	—	—
SG Americas Securities, LLC	N/A	—	33,657	-33,657	-100%	$230.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	32,500	-32,500	-100%	$222.3K	—	—	—
Barclays PLC	N/A	—	32,447	-32,447	-100%	$221.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	31,183	-31,183	-100%	$213.3K	—	—	—
Balyasny Asset Management L.P.	N/A	—	30,828	-30,828	-100%	$210.9K	—	—	—
Atom Investors LP	N/A	—	30,613	-30,613	-100%	$209.4K	—	—	—
Mariner, LLC	N/A	—	30,150	-30,150	-100%	$206.3K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	27,422	-27,422	-100%	$187.6K	—	—	—
Arax Advisory Partners	N/A	—	27,132	-27,132	-100%	$185.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	26,775	-26,775	-100%	$183.1K	—	—	—
Tudor Investment Corp ET AL	N/A	—	26,034	-26,034	-100%	$178.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	24,928	-24,928	-100%	$170.5K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	23,494	-23,494	-100%	$160.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	22,862	-22,862	-100%	$156.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	21,398	-21,398	-100%	$146.4K	—	—	—
Optiver Holding B.V.	N/A	—	19,367	-19,367	-100%	$132.5K	—	—	—
Westbourne Investments, Inc.	N/A	—	18,000	-18,000	-100%	$123.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	17,417	-17,417	-100%	$119.1K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	16,821	-16,821	-100%	$115.1K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	15,760	-15,760	-100%	$107.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	15,181	-15,181	-100%	$103.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	15,084	-15,084	-100%	$103.2K	—	—	—
Franklin Resources Inc	N/A	—	14,557	-14,557	-100%	$99.6K	—	—	—
Intech Investment Management LLC	N/A	—	13,046	-13,046	-100%	$89.2K	—	—	—
New York State Common Retirement Fund	N/A	—	13,037	-13,037	-100%	$89.2K	—	—	—
Voya Investment Management LLC	N/A	—	12,264	-12,264	-100%	$83.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12,000	-12,000	-100%	$82.1K	—	—	—
Graham Capital Management, L.P.	N/A	—	11,559	-11,559	-100%	$79.1K	—	—	—
Captrust Financial Advisors	N/A	—	11,142	-11,142	-100%	$76.2K	—	—	—
Cerity Partners LLC	N/A	—	11,110	-11,110	-100%	$76.0K	—	—	—
Allworth Financial LP	N/A	—	7,937	-7,937	-100%	$54.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	5,690	-5,690	-100%	$38.9K	—	—	—
Legal & General Group Plc	N/A	—	5,475	-5,475	-100%	$37.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,773	-4,773	-100%	$32.6K	—	—	—
Quantum Portfolio Management LLC	N/A	—	3,651	-3,651	-100%	$25.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	3,163	-3,163	-100%	$21.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,357	-2,357	-100%	$16.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,240	-2,240	-100%	$15.3K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,000	-2,000	-100%	$13.7K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,202	-1,202	-100%	$8.2K	—	—	—
California State Teachers Retirement System	N/A	—	746	-746	-100%	$5.1K	—	—	—
Rothschild Investment LLC	N/A	—	652	-652	-100%	$4.5K	—	—	—
National Bank of Canada	N/A	—	553	-553	-100%	$3.8K	—	—	—
Allied Private Wealth LLC	N/A	—	420	-420	-100%	$3.0K	—	—	—
Quarry LP	N/A	—	333	-333	-100%	$2.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	295	-295	-100%	$2.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	206	-206	-100%	$1	—	—	—
Zions Bancorporation, National Association	N/A	—	202	-202	-100%	$1.4K	—	—	—
LRI Investments, LLC	N/A	—	98	-98	-100%	$670	—	—	—
JPL Wealth Management, LLC	N/A	—	50	-50	-100%	$342	—	—	—
UBS Asset Management Americas LLC	N/A	—	23	-23	-100%	$157	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	9	-9	-100%	$62	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$7	—	—	—

Showing 158 of 158 institutions