Karat Packaging Inc (KRT)

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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Geode Capital Management, LLC

DECREASED

Shares282,662 from 291,927

Change-9,265 (-3%)

Value$14.9M (+$5.1M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares248,874 from 240,131

Change+8,743 (+4%)

Value$13.1M (+$5.0M)

Filed 2026-11-04

Ranger Investment Management, L.P.

DECREASED

Shares213,937 from 332,596

Change-118,659 (-36%)

Value$11.2M (+$113.7K)

Filed 2026-11-06

Mawer Investment Management Ltd.

INCREASED

Shares208,330 from 31,084

Change+177,246 (+570%)

Value$10.9M (+$9.9M)

Filed 2026-11-06

CWA Asset Management Group, LLC

INCREASED

Shares185,066 from 136,160

Change+48,906 (+36%)

Value$9.7M (+$5.2M)

Filed 2026-10-19

Russell Investments Group, Ltd.

DECREASED

Shares169,446 from 231,713

Change-62,267 (-27%)

Value$8.9M (+$1.2M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares159,206 from 159,511

Change-305 (0%)

Value$8.4M (+$3.0M)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares97,000 from 97,000

Change0 (0%)

Value$5.1M (+$1.9M)

Filed 2026-10-27

KTF Investments, LLC

DECREASED

Shares63,560 from 146,145

Change-82,585 (-57%)

Value$3.3M (-$1.5M)

Filed 2026-10-23

Inspire Investing, LLC

INCREASED

Shares61,286 from 20,456

Change+40,830 (+200%)

Value$3.2M (+$2.5M)

Filed 2026-10-22

Nilsine Partners, LLC

NEW

Shares37,434

Change+37,434

Value$2.0M

Filed 2026-11-02

Ritholtz Wealth Management

INCREASED

Shares31,740 from 29,963

Change+1,777 (+6%)

Value$1.7M (+$665.4K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares28,138 from 25,497

Change+2,641 (+10%)

Value$1.5M (+$625.5K)

Filed 2026-11-02

Merit Financial Group, LLC

INCREASED

Shares18,512 from 18,223

Change+289 (+2%)

Value$972.8K (+$363.0K)

Filed 2026-11-06

Kings Path Partners LLC

DECREASED

Shares12,590 from 20,010

Change-7,420 (-37%)

Value$661.6K (-$7.9K)

Filed 2026-10-21

Bailard, Inc.

UNCHANGED

Shares8,860 from 8,860

Change0 (0%)

Value$465.6K (+$169.1K)

Filed 2026-10-13

Moran Wealth Management, LLC

INCREASED

Shares8,563 from 7,742

Change+821 (+11%)

Value$450.0K (+$190.9K)

Filed 2026-10-22

Bokf, NA

NEW

Shares8,457

Change+8,457

Value$444.4K

Filed 2026-10-27

LPL Financial LLC

DECREASED

Shares8,039 from 16,628

Change-8,589 (-52%)

Value$422.4K (-$133.9K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares7,855 from 7,225

Change+630 (+9%)

Value$413 (-$241.6K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares7,649 from 7,556

Change+93 (+1%)

Value$411.5K (+$153.3K)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares7,531 from 8,620

Change-1,089 (-13%)

Value$395.8K (+$107.3K)

Filed 2026-11-06

State of Wyoming

NEW

Shares6,504

Change+6,504

Value$341.8K

Filed 2026-10-28

Compass Financial Management LLC

DECREASED

Shares6,503 from 8,153

Change-1,650 (-20%)

Value$341.7K (+$68.9K)

Filed 2026-10-30

Diversified Trust Co

NEW

Shares4,413

Change+4,413

Value$231.9K

Filed 2026-11-06

Revisor Wealth Management LLC

NEW

Shares3,982

Change+3,982

Value$210.8K

Filed 2026-10-20

Barclays PLC

DECREASED

Shares3,317 from 19,971

Change-16,654 (-83%)

Value$174.3K (-$493.9K)

Filed 2026-11-06

Copeland Capital Management, LLC

DECREASED

Shares2,138 from 2,169

Change-31 (-1%)

Value$112.4K (+$39.8K)

Filed 2026-10-13

GK Wealth Management LLC

NEW

Shares2,019

Change+2,019

Value$106.1K

Filed 2026-10-09

Signaturefd, LLC

INCREASED

Shares1,526 from 673

Change+853 (+127%)

Value$80.2K (+$57.7K)

Filed 2026-10-23

USA Financial Formulas

NEW

Shares871

Change+871

Value$45.8K

Filed 2026-10-16

State of Alaska, Department of Revenue

DECREASED

Shares713 from 1,089

Change-376 (-35%)

Value$37 (+$1)

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares663 from 4,481

Change-3,818 (-85%)

Value$34.8K (-$115.1K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares557 from 850

Change-293 (-34%)

Value$30 (+$2)

Filed 2026-10-30

Valley National Advisers Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$26.3K (+$9.5K)

Filed 2026-10-23

Allworth Financial LP

UNCHANGED

Shares446 from 446

Change0 (0%)

Value$14.9K ($0)

Filed 2026-11-06

Financial Management Professionals, Inc.

UNCHANGED

Shares409 from 409

Change0 (0%)

Value$21.5K (+$7.8K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares376 from 338

Change+38 (+11%)

Value$19.8K (+$8.5K)

Filed 2026-10-08

Parallel Advisors, LLC

UNCHANGED

Shares356 from 356

Change0 (0%)

Value$18.7K (+$6.8K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares283 from 30

Change+253 (+843%)

Value$14.9K (+$13.9K)

Filed 2026-10-22

Triumph Capital Management

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$11.6K (+$4.2K)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares208 from 200

Change+8 (+4%)

Value$10.9K (+$4.2K)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares207 from 215

Change-8 (-4%)

Value$11 (+$4)

Filed 2026-10-22

Larson Financial Group LLC

NEW

Shares205

Change+205

Value$10.8K

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares191 from 191

Change0 (0%)

Value$10.0K (+$3.6K)

Filed 2026-10-16

1620 Investment Advisors, Inc.

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$7.1K (+$2.6K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares121 from 83

Change+38 (+46%)

Value$6.4K (+$3.6K)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$5.2K (+$1.9K)

Filed 2026-10-14

Clearstead Advisors, LLC

DECREASED

Shares78 from 98

Change-20 (-20%)

Value$4.1K (+$819)

Filed 2026-11-06

True Wealth Design, LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$3.5K (+$1.3K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares65 from 31

Change+34 (+110%)

Value$3.4K (+$2.4K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares63

Change+63

Value$3.3K

Filed 2026-10-21

SJS Investment Consulting Inc.

INCREASED

Shares63 from 55

Change+8 (+15%)

Value$3.3K (+$1.5K)

Filed 2026-10-26

SBI Securities Co., Ltd.

DECREASED

Shares50 from 171

Change-121 (-71%)

Value$2.6K (-$3.1K)

Filed 2026-10-22

Provenance Wealth Advisors, LLC

NEW

Shares31

Change+31

Value$1.6K

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$53 (+$20)

Filed 2026-10-29

Davenport & Co LLC

CLOSED

Shares0 from 14,525

Change-14,525 (-100%)

Value$0 (-$486.0K)

Filed 2026-10-14

R Squared Ltd

CLOSED

Shares0 from 8,819

Change-8,819 (-100%)

Value$0 (-$295.1K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 6,091

Change-6,091 (-100%)

Value$0 (-$203.8K)

Filed 2026-10-16

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$234)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 592,941

Change-592,941 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 414,238

Change-414,238 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 390,162

Change-390,162 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 263,499

Change-263,499 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 230,794

Change-230,794 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 228,316

Change-228,316 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 225,347

Change-225,347 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 218,443

Change-218,443 (-100%)

Value—

Boston Partners

N/A

Shares— from 199,942

Change-199,942 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 165,862

Change-165,862 (-100%)

Value—

State Street Corp

N/A

Shares— from 165,467

Change-165,467 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 157,069

Change-157,069 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 123,655

Change-123,655 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 122,248

Change-122,248 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 100,550

Change-100,550 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 99,406

Change-99,406 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 98,320

Change-98,320 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 84,402

Change-84,402 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 82,117

Change-82,117 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 81,870

Change-81,870 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 78,896

Change-78,896 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 62,682

Change-62,682 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 54,196

Change-54,196 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 53,217

Change-53,217 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 51,205

Change-51,205 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 48,378

Change-48,378 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 47,186

Change-47,186 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 46,302

Change-46,302 (-100%)

Value—

UBS Group AG

N/A

Shares— from 45,103

Change-45,103 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 43,477

Change-43,477 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 37,018

Change-37,018 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 33,040

Change-33,040 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 30,342

Change-30,342 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 30,115

Change-30,115 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 28,723

Change-28,723 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 25,234

Change-25,234 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 23,923

Change-23,923 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 23,508

Change-23,508 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 23,353

Change-23,353 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 20,929

Change-20,929 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 20,447

Change-20,447 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 20,274

Change-20,274 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 18,907

Change-18,907 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 17,193

Change-17,193 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,342

Change-16,342 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,217

Change-15,217 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 14,621

Change-14,621 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 14,274

Change-14,274 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 13,430

Change-13,430 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,303

Change-13,303 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 12,065

Change-12,065 (-100%)

Value—

Blair William & Co

N/A

Shares— from 11,826

Change-11,826 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 11,371

Change-11,371 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 11,302

Change-11,302 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 10,853

Change-10,853 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,224

Change-10,224 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 10,010

Change-10,010 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 9,552

Change-9,552 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 9,440

Change-9,440 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 9,152

Change-9,152 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,361

Change-8,361 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 7,827

Change-7,827 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 7,023

Change-7,023 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 6,317

Change-6,317 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 6,190

Change-6,190 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 6,041

Change-6,041 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,980

Change-3,980 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,103

Change-3,103 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,004

Change-3,004 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,559

Change-2,559 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,352

Change-2,352 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,251

Change-2,251 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,361

Change-1,361 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 828

Change-828 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 698

Change-698 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 600

Change-600 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 254

Change-254 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 248

Change-248 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 157

Change-157 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 138

Change-138 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 135

Change-135 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 119

Change-119 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

Quarry LP

N/A

Shares— from 39

Change-39 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 10

Change-10 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	282,662	291,927	-9,265	-3%	$9.8M	$14.9M	+$5.1M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	248,874	240,131	+8,743	+4%	$8.0M	$13.1M	+$5.0M	2026-11-04
Ranger Investment Management, L.P.	DECREASED	213,937	332,596	-118,659	-36%	$11.1M	$11.2M	+$113.7K	2026-11-06
Mawer Investment Management Ltd.	INCREASED	208,330	31,084	+177,246	+570%	$1.0M	$10.9M	+$9.9M	2026-11-06
CWA Asset Management Group, LLC	INCREASED	185,066	136,160	+48,906	+36%	$4.6M	$9.7M	+$5.2M	2026-10-19
Russell Investments Group, Ltd.	DECREASED	169,446	231,713	-62,267	-27%	$7.7M	$8.9M	+$1.2M	2026-11-06
Bank of New York Mellon Corp	DECREASED	159,206	159,511	-305	0%	$5.3M	$8.4M	+$3.0M	2026-11-05
North Star Investment Management Corp.	UNCHANGED	97,000	97,000	0	0%	$3.2M	$5.1M	+$1.9M	2026-10-27
KTF Investments, LLC	DECREASED	63,560	146,145	-82,585	-57%	$4.9M	$3.3M	-$1.5M	2026-10-23
Inspire Investing, LLC	INCREASED	61,286	20,456	+40,830	+200%	$684.5K	$3.2M	+$2.5M	2026-10-22
Nilsine Partners, LLC	NEW	37,434	—	+37,434	—	—	$2.0M	—	2026-11-02
Ritholtz Wealth Management	INCREASED	31,740	29,963	+1,777	+6%	$1.0M	$1.7M	+$665.4K	2026-11-05
Creative Planning	INCREASED	28,138	25,497	+2,641	+10%	$853.1K	$1.5M	+$625.5K	2026-11-02
Merit Financial Group, LLC	INCREASED	18,512	18,223	+289	+2%	$609.7K	$972.8K	+$363.0K	2026-11-06
Kings Path Partners LLC	DECREASED	12,590	20,010	-7,420	-37%	$669.5K	$661.6K	-$7.9K	2026-10-21
Bailard, Inc.	UNCHANGED	8,860	8,860	0	0%	$296.5K	$465.6K	+$169.1K	2026-10-13
Moran Wealth Management, LLC	INCREASED	8,563	7,742	+821	+11%	$259.0K	$450.0K	+$190.9K	2026-10-22
Bokf, NA	NEW	8,457	—	+8,457	—	—	$444.4K	—	2026-10-27
LPL Financial LLC	DECREASED	8,039	16,628	-8,589	-52%	$556.4K	$422.4K	-$133.9K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	7,855	7,225	+630	+9%	$242.0K	$413	-$241.6K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	7,649	7,556	+93	+1%	$258.2K	$411.5K	+$153.3K	2026-10-13
Deutsche Bank Ag\	DECREASED	7,531	8,620	-1,089	-13%	$288.4K	$395.8K	+$107.3K	2026-11-06
State of Wyoming	NEW	6,504	—	+6,504	—	—	$341.8K	—	2026-10-28
Compass Financial Management LLC	DECREASED	6,503	8,153	-1,650	-20%	$272.8K	$341.7K	+$68.9K	2026-10-30
Diversified Trust Co	NEW	4,413	—	+4,413	—	—	$231.9K	—	2026-11-06
Revisor Wealth Management LLC	NEW	3,982	—	+3,982	—	—	$210.8K	—	2026-10-20
Barclays PLC	DECREASED	3,317	19,971	-16,654	-83%	$668.2K	$174.3K	-$493.9K	2026-11-06
Copeland Capital Management, LLC	DECREASED	2,138	2,169	-31	-1%	$72.6K	$112.4K	+$39.8K	2026-10-13
GK Wealth Management LLC	NEW	2,019	—	+2,019	—	—	$106.1K	—	2026-10-09
Signaturefd, LLC	INCREASED	1,526	673	+853	+127%	$22.5K	$80.2K	+$57.7K	2026-10-23
USA Financial Formulas	NEW	871	—	+871	—	—	$45.8K	—	2026-10-16
State of Alaska, Department of Revenue	DECREASED	713	1,089	-376	-35%	$36	$37	+$1	2026-10-15
Citigroup Inc	DECREASED	663	4,481	-3,818	-85%	$149.9K	$34.8K	-$115.1K	2026-11-04
Covestor Ltd	DECREASED	557	850	-293	-34%	$28	$30	+$2	2026-10-30
Valley National Advisers Inc	UNCHANGED	500	500	0	0%	$16.7K	$26.3K	+$9.5K	2026-10-23
Allworth Financial LP	UNCHANGED	446	446	0	0%	$14.9K	$14.9K	$0	2026-11-06
Financial Management Professionals, Inc.	UNCHANGED	409	409	0	0%	$13.7K	$21.5K	+$7.8K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	376	338	+38	+11%	$11.2K	$19.8K	+$8.5K	2026-10-08
Parallel Advisors, LLC	UNCHANGED	356	356	0	0%	$11.9K	$18.7K	+$6.8K	2026-11-03
Sterling Capital Management LLC	INCREASED	283	30	+253	+843%	$1.0K	$14.9K	+$13.9K	2026-10-22
Triumph Capital Management	UNCHANGED	220	220	0	0%	$7.4K	$11.6K	+$4.2K	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	208	200	+8	+4%	$6.7K	$10.9K	+$4.2K	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	207	215	-8	-4%	$7	$11	+$4	2026-10-22
Larson Financial Group LLC	NEW	205	—	+205	—	—	$10.8K	—	2026-11-05
IFP Advisors, Inc	UNCHANGED	191	191	0	0%	$6.4K	$10.0K	+$3.6K	2026-10-16
1620 Investment Advisors, Inc.	UNCHANGED	135	135	0	0%	$4.5K	$7.1K	+$2.6K	2026-11-04
Gamma Investing LLC	INCREASED	121	83	+38	+46%	$2.8K	$6.4K	+$3.6K	2026-10-08
Essential Partners LLC	UNCHANGED	98	98	0	0%	$3.3K	$5.2K	+$1.9K	2026-10-14
Clearstead Advisors, LLC	DECREASED	78	98	-20	-20%	$3.3K	$4.1K	+$819	2026-11-06
True Wealth Design, LLC	UNCHANGED	66	66	0	0%	$2.2K	$3.5K	+$1.3K	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	65	31	+34	+110%	$1.0K	$3.4K	+$2.4K	2026-11-06
Root Financial Partners, LLC	NEW	63	—	+63	—	—	$3.3K	—	2026-10-21
SJS Investment Consulting Inc.	INCREASED	63	55	+8	+15%	$1.8K	$3.3K	+$1.5K	2026-10-26
SBI Securities Co., Ltd.	DECREASED	50	171	-121	-71%	$5.7K	$2.6K	-$3.1K	2026-10-22
Provenance Wealth Advisors, LLC	NEW	31	—	+31	—	—	$1.6K	—	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	2	2	0	0%	$0	$0	$0	2026-10-27
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$33	$53	+$20	2026-10-29
Davenport & Co LLC	CLOSED	0	14,525	-14,525	-100%	$486.0K	$0	-$486.0K	2026-10-14
R Squared Ltd	CLOSED	0	8,819	-8,819	-100%	$295.1K	$0	-$295.1K	2026-11-06
Y-Intercept (Hong Kong) Ltd	CLOSED	0	6,091	-6,091	-100%	$203.8K	$0	-$203.8K	2026-10-16
Wealth Enhancement Trust Services, Inc.	CLOSED	0	7	-7	-100%	$234	$0	-$234	2026-10-07
BlackRock, Inc.	N/A	—	592,941	-592,941	-100%	$19.8M	—	—	—
Acadian Asset Management LLC	N/A	—	414,238	-414,238	-100%	$13.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	390,162	-390,162	-100%	$13.1M	—	—	—
American Century Companies Inc	N/A	—	263,499	-263,499	-100%	$8.8M	—	—	—
Bank of Montreal	N/A	—	230,794	-230,794	-100%	$7.7M	—	—	—
Two Sigma Investments, LP	N/A	—	228,316	-228,316	-100%	$7.6M	—	—	—
AQR Capital Management LLC	N/A	—	225,347	-225,347	-100%	$7.5M	—	—	—
De Lisle Partners LLP	N/A	—	218,443	-218,443	-100%	$7.3M	—	—	—
Boston Partners	N/A	—	199,942	-199,942	-100%	$6.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	165,862	-165,862	-100%	$5.6M	—	—	—
State Street Corp	N/A	—	165,467	-165,467	-100%	$5.5M	—	—	—
Citadel Advisors LLC	N/A	—	157,069	-157,069	-100%	$5.3M	—	—	—
Ameriprise Financial Inc	N/A	—	123,655	-123,655	-100%	$4.1M	—	—	—
Algert Global LLC	N/A	—	122,248	-122,248	-100%	$4.1M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	100,550	-100,550	-100%	$3.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	99,406	-99,406	-100%	$3.3M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	98,320	-98,320	-100%	$3.3M	—	—	—
Northern Trust Corp	N/A	—	84,402	-84,402	-100%	$2.8M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	82,117	-82,117	-100%	$2.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	81,870	-81,870	-100%	$2.7M	—	—	—
JPMorgan Chase & Co	N/A	—	78,896	-78,896	-100%	$2.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	62,682	-62,682	-100%	$2.1M	—	—	—
Panagora Asset Management Inc	N/A	—	54,196	-54,196	-100%	$1.8M	—	—	—
Nuveen, LLC	N/A	—	53,217	-53,217	-100%	$1.8M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	51,205	-51,205	-100%	$1.7M	—	—	—
Point72 Asset Management, L.P.	N/A	—	48,378	-48,378	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	47,186	-47,186	-100%	$1.6M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	46,302	-46,302	-100%	$1.5M	—	—	—
UBS Group AG	N/A	—	45,103	-45,103	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	43,477	-43,477	-100%	$1.5M	—	—	—
HRT Financial LP	N/A	—	37,018	-37,018	-100%	$1.2M	—	—	—
PDT Partners, LLC	N/A	—	33,040	-33,040	-100%	$1.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	30,342	-30,342	-100%	$1.0M	—	—	—
Renaissance Technologies LLC	N/A	—	30,115	-30,115	-100%	$1.0M	—	—	—
First Trust Advisors LP	N/A	—	28,723	-28,723	-100%	$961.1K	—	—	—
Morgan Stanley	N/A	—	25,234	-25,234	-100%	$844.4K	—	—	—
Trexquant Investment LP	N/A	—	23,923	-23,923	-100%	$800.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	23,508	-23,508	-100%	$786.6K	—	—	—
Vident Advisory, LLC	N/A	—	23,353	-23,353	-100%	$781.4K	—	—	—
Victory Capital Management Inc	N/A	—	20,929	-20,929	-100%	$700.3K	—	—	—
Walleye Capital LLC	N/A	—	20,447	-20,447	-100%	$684.2K	—	—	—
GSA Capital Partners LLP	N/A	—	20,274	-20,274	-100%	$678.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	18,907	-18,907	-100%	$632.6K	—	—	—
Stifel Financial Corp	N/A	—	17,193	-17,193	-100%	$575.3K	—	—	—
XTX Topco Ltd	N/A	—	16,342	-16,342	-100%	$546.8K	—	—	—
Engineers Gate Manager LP	N/A	—	15,217	-15,217	-100%	$509.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	14,621	-14,621	-100%	$489.2K	—	—	—
Invesco Ltd.	N/A	—	14,274	-14,274	-100%	$477.6K	—	—	—
Raymond James Financial Inc	N/A	—	13,430	-13,430	-100%	$449.4K	—	—	—
Bank of America Corp	N/A	—	13,303	-13,303	-100%	$445.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	12,065	-12,065	-100%	$403.7K	—	—	—
Blair William & Co	N/A	—	11,826	-11,826	-100%	$395.7K	—	—	—
IEQ Capital, LLC	N/A	—	11,371	-11,371	-100%	$380.5K	—	—	—
Zacks Investment Management	N/A	—	11,302	-11,302	-100%	$378.2K	—	—	—
Rhumbline Advisers	N/A	—	10,853	-10,853	-100%	$363.1K	—	—	—
Wells Fargo & Company	N/A	—	10,224	-10,224	-100%	$342.1K	—	—	—
Alliancebernstein L.P.	N/A	—	10,010	-10,010	-100%	$279.5K	—	—	—
Odyssean, LLC	N/A	—	9,552	-9,552	-100%	$319.6K	—	—	—
Mariner, LLC	N/A	—	9,440	-9,440	-100%	$315.8K	—	—	—
Globeflex Capital L P	N/A	—	9,152	-9,152	-100%	$306.2K	—	—	—
Squarepoint Ops LLC	N/A	—	8,361	-8,361	-100%	$279.8K	—	—	—
Two Sigma Securities, LLC	N/A	—	7,827	-7,827	-100%	$261.9K	—	—	—
Jane Street Group, LLC	N/A	—	7,023	-7,023	-100%	$235.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	6,317	-6,317	-100%	$211.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	6,190	-6,190	-100%	$207.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	6,041	-6,041	-100%	$202.1K	—	—	—
Bard Associates Inc	N/A	—	5,000	-5,000	-100%	$167.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,980	-3,980	-100%	$133.2K	—	—	—
New York State Common Retirement Fund	N/A	—	3,103	-3,103	-100%	$103.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,004	-3,004	-100%	$100.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,559	-2,559	-100%	$85.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,352	-2,352	-100%	$78.7K	—	—	—
Legal & General Group Plc	N/A	—	2,251	-2,251	-100%	$75.3K	—	—	—
FMR LLC	N/A	—	1,361	-1,361	-100%	$45.5K	—	—	—
Arax Advisory Partners	N/A	—	828	-828	-100%	$27.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	698	-698	-100%	$23.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	600	-600	-100%	$20.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	300	-300	-100%	$10.0K	—	—	—
Royal Bank of Canada	N/A	—	254	-254	-100%	$8.0K	—	—	—
Smithfield Trust Co	N/A	—	248	-248	-100%	$8	—	—	—
Federated Hermes, Inc.	N/A	—	157	-157	-100%	$5.3K	—	—	—
Bessemer Group Inc	N/A	—	138	-138	-100%	$5	—	—	—
Rothschild Investment LLC	N/A	—	137	-137	-100%	$4.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	135	-135	-100%	$4.3K	—	—	—
California State Teachers Retirement System	N/A	—	119	-119	-100%	$4.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	104	-104	-100%	$3.5K	—	—	—
Quarry LP	N/A	—	39	-39	-100%	$1.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	10	-10	-100%	$335	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$67	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$33	—	—	—

Showing 151 of 151 institutions