Zevra Therapeutics Inc (ZVRA)

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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Dimensional Fund Advisors LP

INCREASED

Shares1,116,541 from 958,836

Change+157,705 (+16%)

Value$12.3M (-$1.5M)

Filed 2026-11-04

Integrity Alliance, Llc.

NEW

Shares938,167

Change+938,167

Value$10.3M

Filed 2026-10-29

Swedbank AB

INCREASED

Shares914,532 from 439,410

Change+475,122 (+108%)

Value$10.0M (+$3.7M)

Filed 2026-10-27

Retirement Planning Co of New England, Inc.

DECREASED

Shares612,329 from 634,410

Change-22,081 (-3%)

Value$6.7M (-$2.4M)

Filed 2026-10-15

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares456,795 from 383,706

Change+73,089 (+19%)

Value$5.0M (-$491.3K)

Filed 2026-10-13

Mystic Asset Management, Inc.

INCREASED

Shares355,380 from 352,110

Change+3,270 (+1%)

Value$3.9M (-$1.2M)

Filed 2026-10-15

Principal Financial Group Inc

NEW

Shares251,033

Change+251,033

Value$2.8M

Filed 2026-11-02

Inspire Investing, LLC

INCREASED

Shares210,219 from 173,016

Change+37,203 (+22%)

Value$2.3M (-$174.9K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares206,391 from 198,432

Change+7,959 (+4%)

Value$2.3M (-$581.4K)

Filed 2026-11-05

Imc-Chicago, LLC

NEW

Shares129,041

Change+129,041

Value$1.4M

Filed 2026-11-05

Profund Advisors LLC

INCREASED

Shares109,547 from 15,526

Change+94,021 (+606%)

Value$1.2M (+$979.1K)

Filed 2026-10-29

IFG Advisors, LLC

UNCHANGED

Shares61,842 from 61,842

Change0 (0%)

Value$678.4K (-$208.4K)

Filed 2026-10-15

Carret Asset Management, LLC

DECREASED

Shares57,800 from 58,300

Change-500 (-1%)

Value$634.1K (-$202.0K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares55,200 from 31,500

Change+23,700 (+75%)

Value$605.5K (+$153.8K)

Filed 2026-10-30

Alps Advisors Inc

NEW

Shares48,160

Change+48,160

Value$528.3K

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares31,853 from 44,923

Change-13,070 (-29%)

Value$349.4K (-$294.8K)

Filed 2026-11-04

Allspring Global Investments Holdings, LLC

DECREASED

Shares31,372 from 216,866

Change-185,494 (-86%)

Value$319.4K (-$2.7M)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares21,895 from 877

Change+21,018 (+2397%)

Value$240.2K (+$227.6K)

Filed 2026-10-22

Quaker Wealth Management, LLC

INCREASED

Shares21,393 from 19,367

Change+2,026 (+10%)

Value$234.7K (-$43.0K)

Filed 2026-10-22

Creative Planning

INCREASED

Shares17,311 from 16,348

Change+963 (+6%)

Value$189.9K (-$44.5K)

Filed 2026-11-02

Bailard, Inc.

UNCHANGED

Shares14,700 from 14,700

Change0 (0%)

Value$161.3K (-$49.5K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares12,021 from 13,184

Change-1,163 (-9%)

Value$131.9K (-$57.2K)

Filed 2026-11-02

China Universal Asset Management Co., Ltd.

INCREASED

Shares10,835 from 9,408

Change+1,427 (+15%)

Value$122.9K (-$12.0K)

Filed 2026-10-28

State of Wyoming

NEW

Shares7,429

Change+7,429

Value$81.5K

Filed 2026-10-28

City State Bank

DECREASED

Shares4,665 from 13,798

Change-9,133 (-66%)

Value$51.2K (-$146.7K)

Filed 2026-10-20

State of Alaska, Department of Revenue

NEW

Shares4,073

Change+4,073

Value$44

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares3,035 from 2,644

Change+391 (+15%)

Value$33.3K (-$4.6K)

Filed 2026-11-03

Fulcrum Asset Management LLP

NEW

Shares2,696

Change+2,696

Value$30.6K

Filed 2026-11-04

Activest Wealth Management

UNCHANGED

Shares1,815 from 1,815

Change0 (0%)

Value$19.9K (-$6.1K)

Filed 2026-10-15

Spire Wealth Management

NEW

Shares1,758

Change+1,758

Value$19.3K

Filed 2026-10-30

GF Fund Management Co. Ltd.

INCREASED

Shares1,299 from 1,194

Change+105 (+9%)

Value$14.3K (-$2.9K)

Filed 2026-10-26

Nisa Investment Advisors, LLC

UNCHANGED

Shares1,247 from 1,247

Change0 (0%)

Value$13.7K (-$4.2K)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$11.0K (-$3.4K)

Filed 2026-11-05

SJS Investment Consulting Inc.

NEW

Shares571

Change+571

Value$6.3K

Filed 2026-10-26

Larson Financial Group LLC

INCREASED

Shares475 from 473

Change+2 (+0%)

Value$5.2K (-$1.6K)

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

DECREASED

Shares453 from 4,377

Change-3,924 (-90%)

Value$5.0K (-$57.8K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares445 from 445

Change0 (0%)

Value$4.9K (-$1.5K)

Filed 2026-10-05

Gamma Investing LLC

INCREASED

Shares362 from 298

Change+64 (+21%)

Value$4.0K (-$302)

Filed 2026-10-08

Parkside Financial Bank & Trust

INCREASED

Shares348 from 60

Change+288 (+480%)

Value$3.8K (+$3.0K)

Filed 2026-10-27

Financial Consulate, Inc

NEW

Shares150

Change+150

Value$1.6K

Filed 2026-10-23

SBI Securities Co., Ltd.

INCREASED

Shares112 from 111

Change+1 (+1%)

Value$1.2K (-$363)

Filed 2026-10-22

Essential Partners LLC

DECREASED

Shares110 from 228

Change-118 (-52%)

Value$1.2K (-$2.1K)

Filed 2026-10-14

True Wealth Design, LLC

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$1.2K (-$364)

Filed 2026-10-13

Fortitude Family Office, LLC

NEW

Shares99

Change+99

Value$1.1K

Filed 2026-10-14

Farther Finance Advisors, LLC

DECREASED

Shares78 from 228

Change-150 (-66%)

Value$856 (-$2.4K)

Filed 2026-10-08

Creative Financial Designs Inc

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$614 (-$189)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares50

Change+50

Value$549

Filed 2026-10-21

Physician Wealth Advisors, Inc.

NEW

Shares40

Change+40

Value$439

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$395 (-$121)

Filed 2026-10-02

EverSource Wealth Advisors, LLC

DECREASED

Shares20 from 36

Change-16 (-44%)

Value$219 (-$297)

Filed 2026-11-04

JFS Wealth Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$22 (-$7)

Filed 2026-11-03

Simplify Asset Management Inc.

CLOSED

Shares0 from 70,759

Change-70,759 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-27

Cornerstone Planning Group LLC

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$10.3K)

Filed 2026-10-16

Covestor Ltd

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$1)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 5,108,871

Change-5,108,871 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,915,717

Change-4,915,717 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 4,785,771

Change-4,785,771 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,638,910

Change-2,638,910 (-100%)

Value—

Nantahala Capital Management, LLC

N/A

Shares— from 1,797,476

Change-1,797,476 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,681,999

Change-1,681,999 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,540,936

Change-1,540,936 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,306,949

Change-1,306,949 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,241,343

Change-1,241,343 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,203,875

Change-1,203,875 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,201,668

Change-1,201,668 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 882,658

Change-882,658 (-100%)

Value—

683 Capital Management, LLC

N/A

Shares— from 855,000

Change-855,000 (-100%)

Value—

Kingdon Capital Management, L.L.C.

N/A

Shares— from 775,000

Change-775,000 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 613,403

Change-613,403 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 597,162

Change-597,162 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 545,551

Change-545,551 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 541,109

Change-541,109 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 486,498

Change-486,498 (-100%)

Value—

Schroder Investment Management Group

N/A

Shares— from 439,328

Change-439,328 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 415,058

Change-415,058 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 408,000

Change-408,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 400,208

Change-400,208 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 360,925

Change-360,925 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 348,824

Change-348,824 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 309,979

Change-309,979 (-100%)

Value—

Phocas Financial Corp.

N/A

Shares— from 295,907

Change-295,907 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 272,194

Change-272,194 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 264,389

Change-264,389 (-100%)

Value—

Stonepine Capital Management, LLC

N/A

Shares— from 258,701

Change-258,701 (-100%)

Value—

Propel Bio Management, LLC

N/A

Shares— from 253,544

Change-253,544 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 231,465

Change-231,465 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 191,904

Change-191,904 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 190,972

Change-190,972 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 184,818

Change-184,818 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 171,151

Change-171,151 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 168,030

Change-168,030 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 166,171

Change-166,171 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 164,538

Change-164,538 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 154,414

Change-154,414 (-100%)

Value—

UBS Group AG

N/A

Shares— from 144,834

Change-144,834 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 134,119

Change-134,119 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 120,000

Change-120,000 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 106,000

Change-106,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 90,461

Change-90,461 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 85,328

Change-85,328 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 78,928

Change-78,928 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 77,137

Change-77,137 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 74,742

Change-74,742 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 72,300

Change-72,300 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 70,590

Change-70,590 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 70,286

Change-70,286 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 70,048

Change-70,048 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 68,869

Change-68,869 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 66,272

Change-66,272 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 65,208

Change-65,208 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 64,205

Change-64,205 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 57,809

Change-57,809 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 56,972

Change-56,972 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 54,111

Change-54,111 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 52,903

Change-52,903 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 49,636

Change-49,636 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 48,379

Change-48,379 (-100%)

Value—

Element Squared LLC

N/A

Shares— from 46,336

Change-46,336 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 39,176

Change-39,176 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 38,686

Change-38,686 (-100%)

Value—

Barclays PLC

N/A

Shares— from 36,893

Change-36,893 (-100%)

Value—

Aviva PLC

N/A

Shares— from 35,855

Change-35,855 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 35,020

Change-35,020 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 34,526

Change-34,526 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 27,006

Change-27,006 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 24,335

Change-24,335 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 23,640

Change-23,640 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 23,104

Change-23,104 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 21,730

Change-21,730 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 21,604

Change-21,604 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 20,246

Change-20,246 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,040

Change-19,040 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 18,389

Change-18,389 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 16,395

Change-16,395 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,685

Change-15,685 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,363

Change-15,363 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 15,031

Change-15,031 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 13,834

Change-13,834 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 13,779

Change-13,779 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 13,497

Change-13,497 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,167

Change-12,167 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 12,056

Change-12,056 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 11,764

Change-11,764 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 11,255

Change-11,255 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 11,224

Change-11,224 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 11,037

Change-11,037 (-100%)

Value—

United Bank

N/A

Shares— from 10,564

Change-10,564 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 10,495

Change-10,495 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 10,458

Change-10,458 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,172

Change-10,172 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 10,163

Change-10,163 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,163

Change-10,163 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 8,499

Change-8,499 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,345

Change-5,345 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,962

Change-3,962 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,253

Change-3,253 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,118

Change-2,118 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,369

Change-1,369 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 806

Change-806 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 781

Change-781 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 595

Change-595 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 450

Change-450 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 375

Change-375 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 338

Change-338 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 229

Change-229 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 90

Change-90 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,116,541	958,836	+157,705	+16%	$13.7M	$12.3M	-$1.5M	2026-11-04
Integrity Alliance, Llc.	NEW	938,167	—	+938,167	—	—	$10.3M	—	2026-10-29
Swedbank AB	INCREASED	914,532	439,410	+475,122	+108%	$6.3M	$10.0M	+$3.7M	2026-10-27
Retirement Planning Co of New England, Inc.	DECREASED	612,329	634,410	-22,081	-3%	$9.1M	$6.7M	-$2.4M	2026-10-15
Hennion & Walsh Asset Management, Inc.	INCREASED	456,795	383,706	+73,089	+19%	$5.5M	$5.0M	-$491.3K	2026-10-13
Mystic Asset Management, Inc.	INCREASED	355,380	352,110	+3,270	+1%	$5.0M	$3.9M	-$1.2M	2026-10-15
Principal Financial Group Inc	NEW	251,033	—	+251,033	—	—	$2.8M	—	2026-11-02
Inspire Investing, LLC	INCREASED	210,219	173,016	+37,203	+22%	$2.5M	$2.3M	-$174.9K	2026-10-22
Bank of New York Mellon Corp	INCREASED	206,391	198,432	+7,959	+4%	$2.8M	$2.3M	-$581.4K	2026-11-05
Imc-Chicago, LLC	NEW	129,041	—	+129,041	—	—	$1.4M	—	2026-11-05
Profund Advisors LLC	INCREASED	109,547	15,526	+94,021	+606%	$222.6K	$1.2M	+$979.1K	2026-10-29
IFG Advisors, LLC	UNCHANGED	61,842	61,842	0	0%	$886.8K	$678.4K	-$208.4K	2026-10-15
Carret Asset Management, LLC	DECREASED	57,800	58,300	-500	-1%	$836.0K	$634.1K	-$202.0K	2026-11-04
Strs Ohio	INCREASED	55,200	31,500	+23,700	+75%	$451.7K	$605.5K	+$153.8K	2026-10-30
Alps Advisors Inc	NEW	48,160	—	+48,160	—	—	$528.3K	—	2026-11-03
Citigroup Inc	DECREASED	31,853	44,923	-13,070	-29%	$644.2K	$349.4K	-$294.8K	2026-11-04
Allspring Global Investments Holdings, LLC	DECREASED	31,372	216,866	-185,494	-86%	$3.0M	$319.4K	-$2.7M	2026-11-04
Sterling Capital Management LLC	INCREASED	21,895	877	+21,018	+2397%	$12.6K	$240.2K	+$227.6K	2026-10-22
Quaker Wealth Management, LLC	INCREASED	21,393	19,367	+2,026	+10%	$277.7K	$234.7K	-$43.0K	2026-10-22
Creative Planning	INCREASED	17,311	16,348	+963	+6%	$234.4K	$189.9K	-$44.5K	2026-11-02
Bailard, Inc.	UNCHANGED	14,700	14,700	0	0%	$210.8K	$161.3K	-$49.5K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	12,021	13,184	-1,163	-9%	$189.1K	$131.9K	-$57.2K	2026-11-02
China Universal Asset Management Co., Ltd.	INCREASED	10,835	9,408	+1,427	+15%	$134.9K	$122.9K	-$12.0K	2026-10-28
State of Wyoming	NEW	7,429	—	+7,429	—	—	$81.5K	—	2026-10-28
City State Bank	DECREASED	4,665	13,798	-9,133	-66%	$197.9K	$51.2K	-$146.7K	2026-10-20
State of Alaska, Department of Revenue	NEW	4,073	—	+4,073	—	—	$44	—	2026-10-15
Mirae Asset Global Investments Co., Ltd.	INCREASED	3,035	2,644	+391	+15%	$37.9K	$33.3K	-$4.6K	2026-11-03
Fulcrum Asset Management LLP	NEW	2,696	—	+2,696	—	—	$30.6K	—	2026-11-04
Activest Wealth Management	UNCHANGED	1,815	1,815	0	0%	$26.0K	$19.9K	-$6.1K	2026-10-15
Spire Wealth Management	NEW	1,758	—	+1,758	—	—	$19.3K	—	2026-10-30
GF Fund Management Co. Ltd.	INCREASED	1,299	1,194	+105	+9%	$17.1K	$14.3K	-$2.9K	2026-10-26
Nisa Investment Advisors, LLC	UNCHANGED	1,247	1,247	0	0%	$17.9K	$13.7K	-$4.2K	2026-10-20
US Bancorp \de\	UNCHANGED	1,000	1,000	0	0%	$14.3K	$11.0K	-$3.4K	2026-11-05
SJS Investment Consulting Inc.	NEW	571	—	+571	—	—	$6.3K	—	2026-10-26
Larson Financial Group LLC	INCREASED	475	473	+2	+0%	$6.8K	$5.2K	-$1.6K	2026-11-05
Caitong International Asset Management Co., Ltd	DECREASED	453	4,377	-3,924	-90%	$62.8K	$5.0K	-$57.8K	2026-10-29
MassMutual Private Wealth & Trust, FSB	UNCHANGED	445	445	0	0%	$6.4K	$4.9K	-$1.5K	2026-10-05
Gamma Investing LLC	INCREASED	362	298	+64	+21%	$4.3K	$4.0K	-$302	2026-10-08
Parkside Financial Bank & Trust	INCREASED	348	60	+288	+480%	$861	$3.8K	+$3.0K	2026-10-27
Financial Consulate, Inc	NEW	150	—	+150	—	—	$1.6K	—	2026-10-23
SBI Securities Co., Ltd.	INCREASED	112	111	+1	+1%	$1.6K	$1.2K	-$363	2026-10-22
Essential Partners LLC	DECREASED	110	228	-118	-52%	$3.3K	$1.2K	-$2.1K	2026-10-14
True Wealth Design, LLC	UNCHANGED	108	108	0	0%	$1.5K	$1.2K	-$364	2026-10-13
Fortitude Family Office, LLC	NEW	99	—	+99	—	—	$1.1K	—	2026-10-14
Farther Finance Advisors, LLC	DECREASED	78	228	-150	-66%	$3.3K	$856	-$2.4K	2026-10-08
Creative Financial Designs Inc	UNCHANGED	56	56	0	0%	$803	$614	-$189	2026-11-04
Root Financial Partners, LLC	NEW	50	—	+50	—	—	$549	—	2026-10-21
Physician Wealth Advisors, Inc.	NEW	40	—	+40	—	—	$439	—	2026-10-20
Versant Capital Management, Inc	UNCHANGED	36	36	0	0%	$516	$395	-$121	2026-10-02
EverSource Wealth Advisors, LLC	DECREASED	20	36	-16	-44%	$516	$219	-$297	2026-11-04
JFS Wealth Advisors, LLC	UNCHANGED	2	2	0	0%	$29	$22	-$7	2026-11-03
Simplify Asset Management Inc.	CLOSED	0	70,759	-70,759	-100%	$1.0M	$0	-$1.0M	2026-10-27
Cornerstone Planning Group LLC	CLOSED	0	850	-850	-100%	$10.3K	$0	-$10.3K	2026-10-16
Covestor Ltd	CLOSED	0	56	-56	-100%	$1	$0	-$1	2026-10-30
BlackRock, Inc.	N/A	—	5,108,871	-5,108,871	-100%	$73.3M	—	—	—
FMR LLC	N/A	—	4,915,717	-4,915,717	-100%	$70.5M	—	—	—
Woodline Partners LP	N/A	—	4,785,771	-4,785,771	-100%	$68.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,638,910	-2,638,910	-100%	$37.8M	—	—	—
Nantahala Capital Management, LLC	N/A	—	1,797,476	-1,797,476	-100%	$25.8M	—	—	—
State Street Corp	N/A	—	1,681,999	-1,681,999	-100%	$24.1M	—	—	—
Geode Capital Management, LLC	N/A	—	1,540,936	-1,540,936	-100%	$22.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,306,949	-1,306,949	-100%	$18.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,241,343	-1,241,343	-100%	$17.8M	—	—	—
Morgan Stanley	N/A	—	1,203,875	-1,203,875	-100%	$17.3M	—	—	—
Legal & General Group Plc	N/A	—	1,201,668	-1,201,668	-100%	$17.2M	—	—	—
Royce & Associates LP	N/A	—	882,658	-882,658	-100%	$12.7M	—	—	—
683 Capital Management, LLC	N/A	—	855,000	-855,000	-100%	$12.3M	—	—	—
Kingdon Capital Management, L.L.C.	N/A	—	775,000	-775,000	-100%	$11.1M	—	—	—
Jupiter Topco LLC	N/A	—	613,403	-613,403	-100%	$8.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	597,162	-597,162	-100%	$8.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	545,551	-545,551	-100%	$7.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	541,109	-541,109	-100%	$7.8M	—	—	—
Northern Trust Corp	N/A	—	486,498	-486,498	-100%	$7.0M	—	—	—
Schroder Investment Management Group	N/A	—	439,328	-439,328	-100%	$6.2M	—	—	—
Tudor Investment Corp ET AL	N/A	—	415,058	-415,058	-100%	$6.0M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	408,000	-408,000	-100%	$5.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	400,208	-400,208	-100%	$5.7M	—	—	—
JPMorgan Chase & Co	N/A	—	360,925	-360,925	-100%	$5.1M	—	—	—
Flputnam Investment Management Co	N/A	—	348,824	-348,824	-100%	$5.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	309,979	-309,979	-100%	$4.4M	—	—	—
Phocas Financial Corp.	N/A	—	295,907	-295,907	-100%	$4.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	272,194	-272,194	-100%	$3.9M	—	—	—
Invesco Ltd.	N/A	—	264,389	-264,389	-100%	$3.8M	—	—	—
Stonepine Capital Management, LLC	N/A	—	258,701	-258,701	-100%	$3.7M	—	—	—
Propel Bio Management, LLC	N/A	—	253,544	-253,544	-100%	$3.6M	—	—	—
Diametric Capital, LP	N/A	—	231,465	-231,465	-100%	$3.3M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	200,000	-200,000	-100%	$2.9M	—	—	—
Globeflex Capital L P	N/A	—	191,904	-191,904	-100%	$2.8M	—	—	—
AQR Capital Management LLC	N/A	—	190,972	-190,972	-100%	$2.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	184,818	-184,818	-100%	$2.7M	—	—	—
Kovack Advisors, Inc.	N/A	—	171,151	-171,151	-100%	$2.4M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	168,030	-168,030	-100%	$2.4M	—	—	—
Nuveen, LLC	N/A	—	166,171	-166,171	-100%	$2.4M	—	—	—
Wellington Management Group LLP	N/A	—	164,538	-164,538	-100%	$2.4M	—	—	—
HSBC Holdings PLC	N/A	—	154,414	-154,414	-100%	$2.2M	—	—	—
UBS Group AG	N/A	—	144,834	-144,834	-100%	$2.1M	—	—	—
XTX Topco Ltd	N/A	—	134,119	-134,119	-100%	$1.9M	—	—	—
Caption Management, LLC	N/A	—	120,000	-120,000	-100%	$1.7M	—	—	—
Credit Agricole S A	N/A	—	106,000	-106,000	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	90,461	-90,461	-100%	$1.3M	—	—	—
Victory Capital Management Inc	N/A	—	85,328	-85,328	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	78,928	-78,928	-100%	$1.1M	—	—	—
Rhumbline Advisers	N/A	—	77,137	-77,137	-100%	$1.1M	—	—	—
New York State Common Retirement Fund	N/A	—	74,742	-74,742	-100%	$1.1M	—	—	—
HighTower Advisors, LLC	N/A	—	72,300	-72,300	-100%	$1.0M	—	—	—
Alliancebernstein L.P.	N/A	—	70,590	-70,590	-100%	$657.9K	—	—	—
Marshall Wace, LLP	N/A	—	70,286	-70,286	-100%	$1.0M	—	—	—
Caxton Associates LLP	N/A	—	70,048	-70,048	-100%	$1.0M	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	68,869	-68,869	-100%	$987.6K	—	—	—
Bank of America Corp	N/A	—	66,272	-66,272	-100%	$950.3K	—	—	—
Two Sigma Investments, LP	N/A	—	65,208	-65,208	-100%	$935.1K	—	—	—
Arete Wealth Advisors, LLC	N/A	—	64,205	-64,205	-100%	$920.7K	—	—	—
Deutsche Bank Ag\	N/A	—	57,809	-57,809	-100%	$829.0K	—	—	—
Wells Fargo & Company	N/A	—	56,972	-56,972	-100%	$817.0K	—	—	—
Federated Hermes, Inc.	N/A	—	54,111	-54,111	-100%	$776.0K	—	—	—
American Century Companies Inc	N/A	—	52,903	-52,903	-100%	$758.6K	—	—	—
Quantinno Capital Management LP	N/A	—	49,636	-49,636	-100%	$711.8K	—	—	—
Price T Rowe Associates Inc	N/A	—	48,379	-48,379	-100%	$694.0K	—	—	—
Element Squared LLC	N/A	—	46,336	-46,336	-100%	$664.5K	—	—	—
EntryPoint Capital, LLC	N/A	—	39,176	-39,176	-100%	$561.8K	—	—	—
Franklin Resources Inc	N/A	—	38,686	-38,686	-100%	$554.8K	—	—	—
Barclays PLC	N/A	—	36,893	-36,893	-100%	$529.0K	—	—	—
Aviva PLC	N/A	—	35,855	-35,855	-100%	$514.2K	—	—	—
Prudential Financial Inc	N/A	—	35,020	-35,020	-100%	$502.2K	—	—	—
MetLife Investment Management, LLC	N/A	—	34,526	-34,526	-100%	$495.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	27,006	-27,006	-100%	$387.3K	—	—	—
Winton Group Ltd	N/A	—	24,335	-24,335	-100%	$349.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	23,640	-23,640	-100%	$339.0K	—	—	—
GSA Capital Partners LLP	N/A	—	23,104	-23,104	-100%	$331.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	21,730	-21,730	-100%	$311.6K	—	—	—
Jane Street Group, LLC	N/A	—	21,604	-21,604	-100%	$309.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	20,246	-20,246	-100%	$290.3K	—	—	—
Raymond James Financial Inc	N/A	—	19,040	-19,040	-100%	$273.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	18,389	-18,389	-100%	$263.7K	—	—	—
Russell Investments Group, Ltd.	N/A	—	16,395	-16,395	-100%	$235.1K	—	—	—
LPL Financial LLC	N/A	—	15,685	-15,685	-100%	$224.9K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,363	-15,363	-100%	$220.3K	—	—	—
Sanctuary Advisors, LLC	N/A	—	15,031	-15,031	-100%	$215.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	15,000	-15,000	-100%	$215.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	13,834	-13,834	-100%	$198.4K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	13,779	-13,779	-100%	$197.6K	—	—	—
J. Goldman & Co LP	N/A	—	13,497	-13,497	-100%	$193.5K	—	—	—
Citadel Advisors LLC	N/A	—	12,167	-12,167	-100%	$174.5K	—	—	—
Intech Investment Management LLC	N/A	—	12,056	-12,056	-100%	$172.9K	—	—	—
Graham Capital Management, L.P.	N/A	—	11,764	-11,764	-100%	$168.7K	—	—	—
Voya Investment Management LLC	N/A	—	11,255	-11,255	-100%	$161.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	11,224	-11,224	-100%	$161.0K	—	—	—
Berger Financial Group, Inc	N/A	—	11,037	-11,037	-100%	$158.3K	—	—	—
United Bank	N/A	—	10,564	-10,564	-100%	$151.5K	—	—	—
First Trust Advisors LP	N/A	—	10,495	-10,495	-100%	$150.5K	—	—	—
Tidal Investments LLC	N/A	—	10,458	-10,458	-100%	$150.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,172	-10,172	-100%	$145.9K	—	—	—
Martingale Asset Management L P	N/A	—	10,163	-10,163	-100%	$145.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,163	-10,163	-100%	$145.7K	—	—	—
Persistent Asset Partners Ltd	N/A	—	8,499	-8,499	-100%	$121.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,345	-5,345	-100%	$76.6K	—	—	—
Royal Bank of Canada	N/A	—	3,962	-3,962	-100%	$57.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,253	-3,253	-100%	$46.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,118	-2,118	-100%	$30.4K	—	—	—
BFC Planning, Inc.	N/A	—	1,500	-1,500	-100%	$21.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,369	-1,369	-100%	$18.5K	—	—	—
Arax Advisory Partners	N/A	—	806	-806	-100%	$11.6K	—	—	—
California State Teachers Retirement System	N/A	—	781	-781	-100%	$11.2K	—	—	—
Allworth Financial LP	N/A	—	595	-595	-100%	$8.5K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	450	-450	-100%	$6.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	375	-375	-100%	$5.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	338	-338	-100%	$4.8K	—	—	—
Rothschild Investment LLC	N/A	—	229	-229	-100%	$3.3K	—	—	—
Cornerstone Financial Management LLC	N/A	—	115	-115	-100%	$1.6K	—	—	—
Kilter Group LLC	N/A	—	90	-90	-100%	$1.3K	—	—	—
Bogart Wealth, LLC	N/A	—	21	-21	-100%	$301	—	—	—
Clearstead Advisors, LLC	N/A	—	3	-3	-100%	$44	—	—	—

Showing 172 of 172 institutions