IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Klaviyo Inc (KVYO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Partners L P
DECREASED
Shares13,852,778 from 18,852,778
Change-5,000,000 (-27%)
Value$217.9M (-$66.8M)
Filed 2026-10-29
Geode Capital Management, LLC
DECREASED
Shares2,393,710 from 2,476,695
Change-82,985 (-3%)
Value$37.7M (+$254.4K)
Filed 2026-11-06
Fiera Capital Corp
INCREASED
Shares1,388,967 from 1,377,721
Change+11,246 (+1%)
Value$21.8M (+$1.0M)
Filed 2026-11-06
Barton Investment Management
INCREASED
Shares1,350,490 from 1,256,608
Change+93,882 (+7%)
Value$21.2M (+$2.3M)
Filed 2026-10-27
MacKenzie Financial Corp
NEW
Shares1,215,290
Change+1,215,290
Value$19.1M
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,155,159 from 47,592
Change+1,107,567 (+2327%)
Value$18.2M (+$17.5M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares1,065,026 from 1,002,210
Change+62,816 (+6%)
Value$16.8M (+$1.6M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares880,935 from 34,570
Change+846,365 (+2448%)
Value$13.9M (+$13.3M)
Filed 2026-11-06
Congress Asset Management Co
INCREASED
Shares774,660 from 636,230
Change+138,430 (+22%)
Value$12.2M (+$2.6M)
Filed 2026-10-06
Amundi
DECREASED
Shares602,278 from 814,142
Change-211,864 (-26%)
Value$9.5M (-$2.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares580,662 from 573,727
Change+6,935 (+1%)
Value$9.1M (+$470.5K)
Filed 2026-11-05
Morangie Management LLC
INCREASED
Shares545,319 from 403,166
Change+142,153 (+35%)
Value$8.6M (+$2.5M)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares241,660 from 167,309
Change+74,351 (+44%)
Value$3.8M (+$1.3M)
Filed 2026-10-16
Crestwood Advisors Group, LLC
INCREASED
Shares128,478 from 128,408
Change+70 (+0%)
Value$2.0M (+$82.0K)
Filed 2026-10-27
Fulcrum Asset Management LLP
NEW
Shares121,234
Change+121,234
Value$1.8M
Filed 2026-11-04
Imc-Chicago, LLC
DECREASED
Shares108,487 from 121,976
Change-13,489 (-11%)
Value$1.7M (-$135.3K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
NEW
Shares100,955
Change+100,955
Value$1.6M
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares84,418
Change+84,418
Value$1.3M
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares80,055 from 77,709
Change+2,346 (+3%)
Value$1.6M (+$438.9K)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
NEW
Shares64,765
Change+64,765
Value$1.0M
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares52,307 from 54,279
Change-1,972 (-4%)
Value$822.8K (+$3.2K)
Filed 2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares51,600 from 67,900
Change-16,300 (-24%)
Value$811.7K (-$213.6K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,531 from 19,187
Change+24,344 (+127%)
Value$764.8K (+$440.4K)
Filed 2026-10-13
Lavelle Capital LP
DECREASED
Shares41,650 from 51,100
Change-9,450 (-18%)
Value$655.2K (-$116.5K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED
Shares39,505 from 16,897
Change+22,608 (+134%)
Value$621.4K (+$366.3K)
Filed 2026-10-29
Arizona State Retirement System
DECREASED
Shares37,720 from 38,579
Change-859 (-2%)
Value$593.3K (+$10.8K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares35,102 from 45,406
Change-10,304 (-23%)
Value$552.2K (-$133.5K)
Filed 2026-11-06
Virginia Retirement Systems ET Al
UNCHANGED
Shares32,300 from 32,300
Change0 (0%)
Value$508.1K (+$20.3K)
Filed 2026-10-28
Savant Capital, LLC
NEW
Shares30,457
Change+30,457
Value$479.1K
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares29,800 from 29,800
Change0 (0%)
Value$468.8K (+$18.8K)
Filed 2026-10-23
Capstone Capital Management Ltd
NEW
Shares29,450
Change+29,450
Value$463.2K
Filed 2026-10-21
Gryphon Financial Partners LLC
UNCHANGED
Shares29,217 from 29,217
Change0 (0%)
Value$459.6K (+$18.4K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares26,461 from 11,450
Change+15,011 (+131%)
Value$416.2K (+$243.3K)
Filed 2026-11-02
State of Michigan Retirement System
NEW
Shares25,061
Change+25,061
Value$394.2K
Filed 2026-10-27
CenterBook Partners LP
NEW
Shares24,027
Change+24,027
Value$377.9K
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares23,978 from 11,081
Change+12,897 (+116%)
Value$377.2K (+$209.9K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
NEW
Shares22,635
Change+22,635
Value$356.0K
Filed 2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED
Shares21,926 from 21,926
Change0 (0%)
Value$344.9K (+$13.8K)
Filed 2026-10-15
Pictet Asset Management Holding SA
UNCHANGED
Shares21,547 from 21,547
Change0 (0%)
Value$338.9K (+$13.6K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
NEW
Shares20,813
Change+20,813
Value$327.4K
Filed 2026-11-02
Seelaus Asset Management LLC
INCREASED
Shares19,944 from 19,302
Change+642 (+3%)
Value$313.7K (+$22.3K)
Filed 2026-10-14
Norden Group LLC
NEW
Shares18,206
Change+18,206
Value$286.4K
Filed 2026-10-20
Elmwood Wealth Management, Inc.
NEW
Shares15,195
Change+15,195
Value$239.0K
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares14,606 from 24,771
Change-10,165 (-41%)
Value$229.8K (-$144.3K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares14,417 from 10,695
Change+3,722 (+35%)
Value$226.8K (+$65.3K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares13,177 from 13,417
Change-240 (-2%)
Value$207.3K (+$4.7K)
Filed 2026-10-27
Xponance LLC
DECREASED
Shares12,932 from 12,933
Change-1 (0%)
Value$203.4K (+$8.1K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares12,054 from 11,287
Change+767 (+7%)
Value$254.5K (+$77.6K)
Filed 2026-10-27
Compound Planning, Inc.
NEW
Shares10,942
Change+10,942
Value$172.1K
Filed 2026-11-05
DekaBank Deutsche Girozentrale
NEW
Shares9,143
Change+9,143
Value$146
Filed 2026-10-27
Bayforest Capital Ltd
INCREASED
Shares7,016 from 4,199
Change+2,817 (+67%)
Value$110.4K (+$47.0K)
Filed 2026-11-03
State of Alaska, Department of Revenue
NEW
Shares6,423
Change+6,423
Value$101
Filed 2026-10-15
Larson Financial Group LLC
NEW
Shares6,303
Change+6,303
Value$99.1K
Filed 2026-11-05
Nykredit A/S
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$93.7K (+$3.8K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares4,636 from 4,612
Change+24 (+1%)
Value$72.9K (+$3.3K)
Filed 2026-10-16
State of Wyoming
INCREASED
Shares4,554 from 2,268
Change+2,286 (+101%)
Value$71.6K (+$37.4K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares4,138 from 2,206
Change+1,932 (+88%)
Value$65.1K (+$31.8K)
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares3,936 from 3,936
Change0 (0%)
Value$62 (-$58.9K)
Filed 2026-10-22
Sterling Capital Management LLC
DECREASED
Shares3,147 from 3,446
Change-299 (-9%)
Value$49.5K (-$2.5K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares2,276 from 1,750
Change+526 (+30%)
Value$35.8K (+$9.4K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares2,120 from 1,703
Change+417 (+24%)
Value$33.3K (+$7.6K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares1,974 from 2,170
Change-196 (-9%)
Value$31.1K (-$1.7K)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares1,878 from 2,931
Change-1,053 (-36%)
Value$29.5K (-$14.7K)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares1,649 from 1,519
Change+130 (+9%)
Value$25.9K (+$3.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares1,535 from 2,104
Change-569 (-27%)
Value$24.1K (-$7.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares1,447 from 1,416
Change+31 (+2%)
Value$22.8K (+$1.4K)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares1,428 from 600
Change+828 (+138%)
Value$22.5K (+$13.4K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares1,261 from 761
Change+500 (+66%)
Value$19.0K (+$7.6K)
Filed 2026-11-06
Parkside Financial Bank & Trust
INCREASED
Shares850 from 204
Change+646 (+317%)
Value$13.4K (+$10.3K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares660 from 208
Change+452 (+217%)
Value$10.4K (+$7.2K)
Filed 2026-10-23
Activest Wealth Management
DECREASED
Shares357 from 466
Change-109 (-23%)
Value$5.6K (-$1.4K)
Filed 2026-10-15
First Horizon Corp
DECREASED
Shares344 from 589
Change-245 (-42%)
Value$5.4K (-$3.5K)
Filed 2026-10-26
Bare Financial Services, Inc
INCREASED
Shares334 from 190
Change+144 (+76%)
Value$5.3K (+$2.4K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
INCREASED
Shares265 from 200
Change+65 (+33%)
Value$4.2K (+$1.1K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares163 from 152
Change+11 (+7%)
Value$2.6K (+$269)
Filed 2026-11-05
Owl Creek Wealth Partners LLC
INCREASED
Shares155 from 25
Change+130 (+520%)
Value$2.4K (+$2.1K)
Filed 2026-10-20
Essential Partners LLC
DECREASED
Shares153 from 159
Change-6 (-4%)
Value$2.4K (+$6)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$2.1K (+$84)
Filed 2026-10-13
Private Wealth Management Group, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$2.1K (+$82)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
NEW
Shares125
Change+125
Value$2.0K
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$1.9K (+$76)
Filed 2026-10-09
Clearstead Trust, LLC
NEW
Shares112
Change+112
Value$1.8K
Filed 2026-11-06
Versant Capital Management, Inc
NEW
Shares100
Change+100
Value$1.6K
Filed 2026-10-02
UMB Bank, n.a.
INCREASED
Shares87 from 66
Change+21 (+32%)
Value$1.4K (+$372)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares64 from 36
Change+28 (+78%)
Value$1.0K (+$463)
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$928 (+$37)
Filed 2026-10-08
WPG Advisers, LLC
NEW
Shares50
Change+50
Value$787
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares46 from 208
Change-162 (-78%)
Value$724 (-$2.4K)
Filed 2026-11-06
Manchester Capital Management LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$724 (+$29)
Filed 2026-10-22
Cromwell Holdings LLC
NEW
Shares40
Change+40
Value$629
Filed 2026-10-28
Covestor Ltd
NEW
Shares40
Change+40
Value$1
Filed 2026-10-30
Capital Advisors, Ltd. LLC
NEW
Shares32
Change+32
Value$1
Filed 2026-10-27
Elyxium Wealth, LLC
NEW
Shares28
Change+28
Value$440
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$440 (+$17)
Filed 2026-10-05
Fairscale Capital, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$302 (+$75)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares13
Change+13
Value$204
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
NEW
Shares11
Change+11
Value$173
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$158 (+$7)
Filed 2026-10-13
MV Capital Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$158 (+$7)
Filed 2026-10-29
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$20
Filed 2026-10-30
Renaissance Capital LLC
CLOSED
Shares0 from 70,905
Change-70,905 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 39,585
Change-39,585 (-100%)
Value$0 (-$597.7K)
Filed 2026-11-04
Pier 88 Investment Partners LLC
CLOSED
Shares0 from 23,400
Change-23,400 (-100%)
Value$0 (-$353.3K)
Filed 2026-11-06
Inspire Investing, LLC
CLOSED
Shares0 from 19,233
Change-19,233 (-100%)
Value$0 (-$290.4K)
Filed 2026-10-22
M&G Plc
CLOSED
Shares0 from 9,103
Change-9,103 (-100%)
Value$0 (-$136.5K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$933)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 ($0)
Filed 2026-11-04
Capital International Investors
N/A
Shares— from 10,482,971
Change-10,482,971 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,692,774
Change-7,692,774 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,612,078
Change-7,612,078 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,566,155
Change-6,566,155 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,990,660
Change-5,990,660 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 5,528,166
Change-5,528,166 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,049,414
Change-5,049,414 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,444,684
Change-4,444,684 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,117,367
Change-4,117,367 (-100%)
Value—
Sands Capital Alternatives, LLC
N/A
Shares— from 3,928,146
Change-3,928,146 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,819,545
Change-3,819,545 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,319,638
Change-2,319,638 (-100%)
Value—
Greenoaks LLC
N/A
Shares— from 2,316,796
Change-2,316,796 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,097,263
Change-2,097,263 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,784,550
Change-1,784,550 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,767,900
Change-1,767,900 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,708,900
Change-1,708,900 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,614,070
Change-1,614,070 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,560,244
Change-1,560,244 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,392,659
Change-1,392,659 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,384,236
Change-1,384,236 (-100%)
Value—
Islander Capital Partners, L.P.
N/A
Shares— from 1,383,304
Change-1,383,304 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,252,119
Change-1,252,119 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,218,359
Change-1,218,359 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,194,162
Change-1,194,162 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,172,112
Change-1,172,112 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,143,476
Change-1,143,476 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,114,467
Change-1,114,467 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,088,959
Change-1,088,959 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 962,136
Change-962,136 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 938,354
Change-938,354 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 934,136
Change-934,136 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 901,395
Change-901,395 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 893,331
Change-893,331 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 817,683
Change-817,683 (-100%)
Value—
UBS Group AG
N/A
Shares— from 808,204
Change-808,204 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 796,891
Change-796,891 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 718,899
Change-718,899 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 690,658
Change-690,658 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 678,134
Change-678,134 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 548,676
Change-548,676 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 528,368
Change-528,368 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 477,352
Change-477,352 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 469,280
Change-469,280 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 435,481
Change-435,481 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 397,824
Change-397,824 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 364,666
Change-364,666 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 359,127
Change-359,127 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 344,823
Change-344,823 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 333,001
Change-333,001 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 317,805
Change-317,805 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 315,500
Change-315,500 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 313,766
Change-313,766 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 307,682
Change-307,682 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 307,282
Change-307,282 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 307,209
Change-307,209 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 294,734
Change-294,734 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 293,565
Change-293,565 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 280,600
Change-280,600 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 271,505
Change-271,505 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 257,260
Change-257,260 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 230,100
Change-230,100 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 227,320
Change-227,320 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 226,700
Change-226,700 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 211,751
Change-211,751 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 198,806
Change-198,806 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 198,284
Change-198,284 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 193,037
Change-193,037 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 187,536
Change-187,536 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 179,631
Change-179,631 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 176,600
Change-176,600 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 163,004
Change-163,004 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 157,385
Change-157,385 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 149,608
Change-149,608 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 131,860
Change-131,860 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 131,709
Change-131,709 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 131,028
Change-131,028 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 117,500
Change-117,500 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 114,214
Change-114,214 (-100%)
Value—
Night Squared LP
N/A
Shares— from 112,588
Change-112,588 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,527
Change-109,527 (-100%)
Value—
FIL Ltd
N/A
Shares— from 105,586
Change-105,586 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 101,204
Change-101,204 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 98,034
Change-98,034 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 96,932
Change-96,932 (-100%)
Value—
Man Group plc
N/A
Shares— from 93,699
Change-93,699 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 91,120
Change-91,120 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 89,430
Change-89,430 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 88,946
Change-88,946 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 83,744
Change-83,744 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 81,055
Change-81,055 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 78,426
Change-78,426 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 75,161
Change-75,161 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 71,264
Change-71,264 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 71,203
Change-71,203 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 68,347
Change-68,347 (-100%)
Value—
Blair William & Co
N/A
Shares— from 68,288
Change-68,288 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 67,435
Change-67,435 (-100%)
Value—
BloombergSen Inc.
N/A
Shares— from 67,071
Change-67,071 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 66,966
Change-66,966 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 61,533
Change-61,533 (-100%)
Value—
Optimus Prime Fund Management Co., Ltd.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 59,210
Change-59,210 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 57,375
Change-57,375 (-100%)
Value—
Allstate Corp
N/A
Shares— from 54,171
Change-54,171 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 53,987
Change-53,987 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 52,094
Change-52,094 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 48,579
Change-48,579 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 47,432
Change-47,432 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,010
Change-46,010 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 43,427
Change-43,427 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 42,711
Change-42,711 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 39,625
Change-39,625 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 38,769
Change-38,769 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 38,651
Change-38,651 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 37,337
Change-37,337 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 33,092
Change-33,092 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 33,053
Change-33,053 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 32,782
Change-32,782 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 32,148
Change-32,148 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 32,064
Change-32,064 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 31,634
Change-31,634 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,531
Change-27,531 (-100%)
Value—
Norges Bank
N/A
Shares— from 27,514
Change-27,514 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 25,197
Change-25,197 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 24,968
Change-24,968 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 24,812
Change-24,812 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 24,541
Change-24,541 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 24,222
Change-24,222 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 23,836
Change-23,836 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 23,809
Change-23,809 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 23,320
Change-23,320 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 23,249
Change-23,249 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 22,878
Change-22,878 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 21,284
Change-21,284 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 20,306
Change-20,306 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 19,693
Change-19,693 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 18,751
Change-18,751 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 18,476
Change-18,476 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 18,285
Change-18,285 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 17,384
Change-17,384 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 16,829
Change-16,829 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 16,574
Change-16,574 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 16,418
Change-16,418 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 15,248
Change-15,248 (-100%)
Value—
Abu Dhabi Investment Council Co P.j.s.c
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,622
Change-14,622 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 14,613
Change-14,613 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 13,993
Change-13,993 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 13,813
Change-13,813 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,402
Change-13,402 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 13,037
Change-13,037 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,895
Change-12,895 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,777
Change-12,777 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,627
Change-11,627 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,990
Change-8,990 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5,583
Change-5,583 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 800
Change-800 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 547
Change-547 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 272
Change-272 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Quarry LP
N/A
Shares— from 83
Change-83 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 71
Change-71 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 61
Change-61 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 33
Change-33 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Summit Partners L P
DECREASED13,852,77818,852,778-5,000,000-27%$284.7M$217.9M-$66.8M2026-10-29
Geode Capital Management, LLC
DECREASED2,393,7102,476,695-82,985-3%$37.4M$37.7M+$254.4K2026-11-06
Fiera Capital Corp
INCREASED1,388,9671,377,721+11,246+1%$20.8M$21.8M+$1.0M2026-11-06
Barton Investment Management
INCREASED1,350,4901,256,608+93,882+7%$19.0M$21.2M+$2.3M2026-10-27
MacKenzie Financial Corp
NEW1,215,290—+1,215,290——$19.1M—2026-11-02
Citigroup Inc
INCREASED1,155,15947,592+1,107,567+2327%$718.6K$18.2M+$17.5M2026-11-04
Dimensional Fund Advisors LP
INCREASED1,065,0261,002,210+62,816+6%$15.1M$16.8M+$1.6M2026-11-04
Barclays PLC
INCREASED880,93534,570+846,365+2448%$522.0K$13.9M+$13.3M2026-11-06
Congress Asset Management Co
INCREASED774,660636,230+138,430+22%$9.6M$12.2M+$2.6M2026-10-06
Amundi
DECREASED602,278814,142-211,864-26%$12.3M$9.5M-$2.8M2026-11-06
Bank of New York Mellon Corp
INCREASED580,662573,727+6,935+1%$8.7M$9.1M+$470.5K2026-11-05
Morangie Management LLC
INCREASED545,319403,166+142,153+35%$6.1M$8.6M+$2.5M2026-10-15
Y-Intercept (Hong Kong) Ltd
INCREASED241,660167,309+74,351+44%$2.5M$3.8M+$1.3M2026-10-16
Crestwood Advisors Group, LLC
INCREASED128,478128,408+70+0%$1.9M$2.0M+$82.0K2026-10-27
Fulcrum Asset Management LLP
NEW121,234—+121,234——$1.8M—2026-11-04
Imc-Chicago, LLC
DECREASED108,487121,976-13,489-11%$1.8M$1.7M-$135.3K2026-11-05
Illinois Municipal Retirement Fund
NEW100,955—+100,955——$1.6M—2026-11-05
Vise Technologies, Inc.
NEW84,418—+84,418——$1.3M—2026-10-29
Prospera Financial Services Inc
INCREASED80,05577,709+2,346+3%$1.2M$1.6M+$438.9K2026-11-04
State of New Jersey Common Pension Fund D
NEW64,765—+64,765——$1.0M—2026-11-05
Assetmark, Inc
DECREASED52,30754,279-1,972-4%$819.6K$822.8K+$3.2K2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED51,60067,900-16,300-24%$1.0M$811.7K-$213.6K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED43,53119,187+24,344+127%$324.5K$764.8K+$440.4K2026-10-13
Lavelle Capital LP
DECREASED41,65051,100-9,450-18%$771.6K$655.2K-$116.5K2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED39,50516,897+22,608+134%$255.1K$621.4K+$366.3K2026-10-29
Arizona State Retirement System
DECREASED37,72038,579-859-2%$582.5K$593.3K+$10.8K2026-11-03
PNC Financial Services Group, Inc.
DECREASED35,10245,406-10,304-23%$685.6K$552.2K-$133.5K2026-11-06
Virginia Retirement Systems ET Al
UNCHANGED32,30032,30000%$487.7K$508.1K+$20.3K2026-10-28
Savant Capital, LLC
NEW30,457—+30,457——$479.1K—2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED29,80029,80000%$450.0K$468.8K+$18.8K2026-10-23
Capstone Capital Management Ltd
NEW29,450—+29,450——$463.2K—2026-10-21
Gryphon Financial Partners LLC
UNCHANGED29,21729,21700%$441.2K$459.6K+$18.4K2026-11-04
Creative Planning
INCREASED26,46111,450+15,011+131%$172.9K$416.2K+$243.3K2026-11-02
State of Michigan Retirement System
NEW25,061—+25,061——$394.2K—2026-10-27
CenterBook Partners LP
NEW24,027—+24,027——$377.9K—2026-11-02
Russell Investments Group, Ltd.
INCREASED23,97811,081+12,897+116%$167.3K$377.2K+$209.9K2026-11-06
Harbour Capital Advisors, LLC
NEW22,635—+22,635——$356.0K—2026-10-13
Fort Washington Investment Advisors Inc
UNCHANGED21,92621,92600%$331.1K$344.9K+$13.8K2026-10-15
Pictet Asset Management Holding SA
UNCHANGED21,54721,54700%$325.4K$338.9K+$13.6K2026-11-03
Commonwealth Equity Services, LLC
NEW20,813—+20,813——$327.4K—2026-11-02
Seelaus Asset Management LLC
INCREASED19,94419,302+642+3%$291.5K$313.7K+$22.3K2026-10-14
Norden Group LLC
NEW18,206—+18,206——$286.4K—2026-10-20
Elmwood Wealth Management, Inc.
NEW15,195—+15,195——$239.0K—2026-10-14
LPL Financial LLC
DECREASED14,60624,771-10,165-41%$374.0K$229.8K-$144.3K2026-11-06
Merit Financial Group, LLC
INCREASED14,41710,695+3,722+35%$161.5K$226.8K+$65.3K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED13,17713,417-240-2%$202.6K$207.3K+$4.7K2026-10-27
Xponance LLC
DECREASED12,93212,933-10%$195.3K$203.4K+$8.1K2026-11-03
Chicago Partners Investment Group LLC
INCREASED12,05411,287+767+7%$176.9K$254.5K+$77.6K2026-10-27
Compound Planning, Inc.
NEW10,942—+10,942——$172.1K—2026-11-05
DekaBank Deutsche Girozentrale
NEW9,143—+9,143——$146—2026-10-27
Bayforest Capital Ltd
INCREASED7,0164,199+2,817+67%$63.4K$110.4K+$47.0K2026-11-03
State of Alaska, Department of Revenue
NEW6,423—+6,423——$101—2026-10-15
Larson Financial Group LLC
NEW6,303—+6,303——$99.1K—2026-11-05
Nykredit A/S
UNCHANGED5,9585,95800%$90.0K$93.7K+$3.8K2026-11-06
IFP Advisors, Inc
INCREASED4,6364,612+24+1%$69.6K$72.9K+$3.3K2026-10-16
State of Wyoming
INCREASED4,5542,268+2,286+101%$34.2K$71.6K+$37.4K2026-10-28
US Bancorp \de\
INCREASED4,1382,206+1,932+88%$33.3K$65.1K+$31.8K2026-11-05
KBC Group NV
UNCHANGED3,9363,93600%$59.0K$62-$58.9K2026-10-22
Sterling Capital Management LLC
DECREASED3,1473,446-299-9%$52.0K$49.5K-$2.5K2026-10-22
Parallel Advisors, LLC
INCREASED2,2761,750+526+30%$26.4K$35.8K+$9.4K2026-11-03
Rakuten Securities, Inc.
INCREASED2,1201,703+417+24%$25.7K$33.3K+$7.6K2026-11-02
Fifth Third Bancorp
DECREASED1,9742,170-196-9%$32.8K$31.1K-$1.7K2026-11-05
Strs Ohio
DECREASED1,8782,931-1,053-36%$44.3K$29.5K-$14.7K2026-10-30
SBI Securities Co., Ltd.
INCREASED1,6491,519+130+9%$22.9K$25.9K+$3.0K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED1,5352,104-569-27%$31.8K$24.1K-$7.6K2026-11-04
Farther Finance Advisors, LLC
INCREASED1,4471,416+31+2%$21.4K$22.8K+$1.4K2026-10-08
Gamma Investing LLC
INCREASED1,428600+828+138%$9.1K$22.5K+$13.4K2026-10-08
Allworth Financial LP
INCREASED1,261761+500+66%$11.5K$19.0K+$7.6K2026-11-06
Parkside Financial Bank & Trust
INCREASED850204+646+317%$3.1K$13.4K+$10.3K2026-10-27
Signaturefd, LLC
INCREASED660208+452+217%$3.1K$10.4K+$7.2K2026-10-23
Activest Wealth Management
DECREASED357466-109-23%$7.0K$5.6K-$1.4K2026-10-15
First Horizon Corp
DECREASED344589-245-42%$8.9K$5.4K-$3.5K2026-10-26
Bare Financial Services, Inc
INCREASED334190+144+76%$2.9K$5.3K+$2.4K2026-11-04
Nisa Investment Advisors, LLC
INCREASED265200+65+33%$3.0K$4.2K+$1.1K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED163152+11+7%$2.3K$2.6K+$2692026-11-05
Owl Creek Wealth Partners LLC
INCREASED15525+130+520%$378$2.4K+$2.1K2026-10-20
Essential Partners LLC
DECREASED153159-6-4%$2.4K$2.4K+$62026-10-14
Cape Investment Advisory, Inc.
UNCHANGED13313300%$2.0K$2.1K+$842026-10-13
Private Wealth Management Group, LLC
UNCHANGED13113100%$2.0K$2.1K+$822026-10-19
Physician Wealth Advisors, Inc.
NEW125—+125——$2.0K—2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED12012000%$1.8K$1.9K+$762026-10-09
Clearstead Trust, LLC
NEW112—+112——$1.8K—2026-11-06
Versant Capital Management, Inc
NEW100—+100——$1.6K—2026-10-02
UMB Bank, n.a.
INCREASED8766+21+32%$997$1.4K+$3722026-11-06
SJS Investment Consulting Inc.
INCREASED6436+28+78%$544$1.0K+$4632026-10-26
CoreCap Advisors, LLC
UNCHANGED595900%$891$928+$372026-10-08
WPG Advisers, LLC
NEW50—+50——$787—2026-10-27
Clearstead Advisors, LLC
DECREASED46208-162-78%$3.1K$724-$2.4K2026-11-06
Manchester Capital Management LLC
UNCHANGED464600%$695$724+$292026-10-22
Cromwell Holdings LLC
NEW40—+40——$629—2026-10-28
Covestor Ltd
NEW40—+40——$1—2026-10-30
Capital Advisors, Ltd. LLC
NEW32—+32——$1—2026-10-27
Elyxium Wealth, LLC
NEW28—+28——$440—2026-10-27
MassMutual Private Wealth & Trust, FSB
UNCHANGED282800%$423$440+$172026-10-05
Fairscale Capital, LLC
UNCHANGED151500%$227$302+$752026-11-04
Root Financial Partners, LLC
NEW13—+13——$204—2026-10-21
Pinnacle Wealth Planning Services, Inc.
NEW11—+11——$173—2026-10-27
True Wealth Design, LLC
UNCHANGED101000%$151$158+$72026-10-13
MV Capital Management, Inc.
UNCHANGED101000%$151$158+$72026-10-29
Hughes Financial Services, LLC
NEW1—+1——$20—2026-10-30
Renaissance Capital LLC
CLOSED070,905-70,905-100%$1.1M$0-$1.1M2026-10-23
Simplex Trading, LLC
CLOSED039,585-39,585-100%$597.7K$0-$597.7K2026-11-04
Pier 88 Investment Partners LLC
CLOSED023,400-23,400-100%$353.3K$0-$353.3K2026-11-06
Inspire Investing, LLC
CLOSED019,233-19,233-100%$290.4K$0-$290.4K2026-10-22
M&G Plc
CLOSED09,103-9,103-100%$136.5K$0-$136.5K2026-11-04
Salem Investment Counselors Inc
CLOSED02,150-2,150-100%$32.5K$0-$32.5K2026-10-13
Strengthening Families & Communities, LLC
CLOSED0680-680-100%$10.3K$0-$10.3K2026-10-21
TD Waterhouse Canada Inc.
CLOSED057-57-100%$933$0-$9332026-10-16
Avion Wealth
CLOSED034-34-100%$0$0$02026-11-04
Capital International Investors
N/A—10,482,971-10,482,971-100%$158.3M———
Vanguard Portfolio Management LLC
N/A—7,692,774-7,692,774-100%$116.2M———
BlackRock, Inc.
N/A—7,612,078-7,612,078-100%$114.9M———
FMR LLC
N/A—6,566,155-6,566,155-100%$99.1M———
Vanguard Capital Management LLC
N/A—5,990,660-5,990,660-100%$90.5M———
Whale Rock Capital Management LLC
N/A—5,528,166-5,528,166-100%$83.5M———
Wellington Management Group LLP
N/A—5,049,414-5,049,414-100%$76.2M———
Morgan Stanley
N/A—4,444,684-4,444,684-100%$67.1M———
Millennium Management LLC
N/A—4,117,367-4,117,367-100%$62.2M———
Sands Capital Alternatives, LLC
N/A—3,928,146-3,928,146-100%$59.3M———
Bank of America Corp
N/A—3,819,545-3,819,545-100%$57.7M———
State Street Corp
N/A—2,319,638-2,319,638-100%$35.0M———
Greenoaks LLC
N/A—2,316,796-2,316,796-100%$35.0M———
Capital World Investors
N/A—2,097,263-2,097,263-100%$31.7M———
Goldman Sachs Group Inc
N/A—1,784,550-1,784,550-100%$26.9M———
Two Sigma Investments, LP
N/A—1,767,900-1,767,900-100%$26.7M———
Canada Pension Plan Investment Board
N/A—1,708,900-1,708,900-100%$25.8M———
Jupiter Topco LLC
N/A—1,614,070-1,614,070-100%$24.4M———
Renaissance Technologies LLC
N/A—1,560,244-1,560,244-100%$23.6M———
First Trust Advisors LP
N/A—1,392,659-1,392,659-100%$21.0M———
Clearbridge Investments, LLC
N/A—1,384,236-1,384,236-100%$20.9M———
Islander Capital Partners, L.P.
N/A—1,383,304-1,383,304-100%$20.9M———
Arrowstreet Capital, Limited Partnership
N/A—1,252,119-1,252,119-100%$18.9M———
Marshall Wace, LLP
N/A—1,218,359-1,218,359-100%$18.4M———
D. E. Shaw & Co., Inc.
N/A—1,194,162-1,194,162-100%$18.0M———
Citadel Advisors LLC
N/A—1,172,112-1,172,112-100%$17.7M———
Trexquant Investment LP
N/A—1,143,476-1,143,476-100%$17.3M———
Point72 Asset Management, L.P.
N/A—1,114,467-1,114,467-100%$16.8M———
Franklin Resources Inc
N/A—1,088,959-1,088,959-100%$16.4M———
Squarepoint Ops LLC
N/A—962,136-962,136-100%$14.5M———
Bienville Capital Management, LLC
N/A—938,354-938,354-100%$14.2M———
ExodusPoint Capital Management, LP
N/A—934,136-934,136-100%$14.1M———
Qube Research & Technologies Ltd
N/A—901,395-901,395-100%$13.6M———
Vanguard Fiduciary Trust Co
N/A—893,331-893,331-100%$13.5M———
JPMorgan Chase & Co
N/A—817,683-817,683-100%$12.3M———
UBS Group AG
N/A—808,204-808,204-100%$12.2M———
Charles Schwab Investment Management Inc
N/A—796,891-796,891-100%$12.0M———
Balyasny Asset Management L.P.
N/A—718,899-718,899-100%$10.9M———
Delta Global Management LP
N/A—690,658-690,658-100%$10.4M———
Northern Trust Corp
N/A—678,134-678,134-100%$10.2M———
Quantinno Capital Management LP
N/A—548,676-548,676-100%$8.3M———
New York State Common Retirement Fund
N/A—528,368-528,368-100%$8.0M———
Voleon Capital Management LP
N/A—477,352-477,352-100%$7.2M———
XTX Topco Ltd
N/A—469,280-469,280-100%$7.1M———
Integrated Wealth Concepts LLC
N/A—435,481-435,481-100%$6.6M———
Jane Street Group, LLC
N/A—397,824-397,824-100%$6.0M———
Twin Focus Capital Partners, LLC
N/A—364,666-364,666-100%$5.5M———
Nuveen, LLC
N/A—359,127-359,127-100%$5.4M———
Susquehanna Fundamental Investments, LLC
N/A—344,823-344,823-100%$5.2M———
Huntington National Bank
N/A—333,001-333,001-100%$5.0M———
AQR Capital Management LLC
N/A—317,805-317,805-100%$4.8M———
Jump Financial, LLC
N/A—315,500-315,500-100%$4.8M———
Pathstone Holdings, LLC
N/A—313,766-313,766-100%$4.7M———
BNP Paribas Financial Markets
N/A—307,682-307,682-100%$4.6M———
ArrowMark Colorado Holdings LLC
N/A—307,282-307,282-100%$4.6M———
Capital Fund Management S.A.
N/A—307,209-307,209-100%$4.6M———
Formula Growth LTD
N/A—300,000-300,000-100%$4.5M———
Susquehanna International Group, LLP
N/A—294,734-294,734-100%$4.5M———
BW Gestao de Investimentos Ltda.
N/A—293,565-293,565-100%$4.4M———
Swiss National Bank
N/A—280,600-280,600-100%$4.2M———
Manufacturers Life Insurance Company, the
N/A—271,505-271,505-100%$4.1M———
UBS Asset Management Americas LLC
N/A—257,260-257,260-100%$3.9M———
LGT Fund Management Co Ltd.
N/A—230,100-230,100-100%$3.5M———
Algert Global LLC
N/A—227,320-227,320-100%$3.4M———
Mayflower Financial Advisors, LLC
N/A—226,700-226,700-100%$3.4M———
Victory Capital Management Inc
N/A—211,751-211,751-100%$3.2M———
Sands Capital Management, LLC
N/A—198,806-198,806-100%$3.0M———
Price T Rowe Associates Inc
N/A—198,284-198,284-100%$3.0M———
Holocene Advisors, LP
N/A—193,037-193,037-100%$2.9M———
Aquatic Capital Management LLC
N/A—187,536-187,536-100%$2.8M———
Invesco Ltd.
N/A—179,631-179,631-100%$2.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—176,600-176,600-100%$2.7M———
Wells Fargo & Company
N/A—163,004-163,004-100%$2.5M———
California State Teachers Retirement System
N/A—157,385-157,385-100%$2.4M———
Brevan Howard Capital Management LP
N/A—149,608-149,608-100%$2.3M———
BNP Paribas Asset Management Holding S.A.
N/A—131,860-131,860-100%$2.0M———
Engineers Gate Manager LP
N/A—131,709-131,709-100%$2.0M———
Focus Partners Wealth
N/A—131,028-131,028-100%$2.0M———
Shay Capital LLC
N/A—117,500-117,500-100%$1.8M———
Rhumbline Advisers
N/A—114,214-114,214-100%$1.7M———
Night Squared LP
N/A—112,588-112,588-100%$1.7M———
Envestnet Asset Management Inc
N/A—109,527-109,527-100%$1.7M———
FIL Ltd
N/A—105,586-105,586-100%$1.6M———
Vanguard Asset Management, Ltd
N/A—101,204-101,204-100%$1.5M———
Legal & General Group Plc
N/A—98,034-98,034-100%$1.5M———
Royal Bank of Canada
N/A—96,932-96,932-100%$1.5M———
Man Group plc
N/A—93,699-93,699-100%$1.4M———
Kerrisdale Advisers, LLC
N/A—91,120-91,120-100%$1.4M———
Eaton Financial Holdings Company, LLC
N/A—89,430-89,430-100%$1.4M———
Whetstone Capital Advisors, LLC
N/A—88,946-88,946-100%$1.3M———
Ameriprise Financial Inc
N/A—83,744-83,744-100%$1.3M———
Entropy Technologies, LP
N/A—81,055-81,055-100%$1.2M———
Voya Investment Management LLC
N/A—78,426-78,426-100%$1.2M———
Cerity Partners LLC
N/A—75,161-75,161-100%$1.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—71,264-71,264-100%$1.1M———
Walleye Capital LLC
N/A—71,203-71,203-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—68,347-68,347-100%$1.0M———
Blair William & Co
N/A—68,288-68,288-100%$1.0M———
SEI Investments Co
N/A—67,435-67,435-100%$1.0M———
BloombergSen Inc.
N/A—67,071-67,071-100%$1.0M———
Dynamic Technology Lab Private Ltd
N/A—66,966-66,966-100%$1.0M———
Needham Investment Management LLC
N/A—65,000-65,000-100%$981.5K———
Police & Firemen's Retirement System of New Jersey
N/A—61,533-61,533-100%$929.1K———
Optimus Prime Fund Management Co., Ltd.
N/A—60,000-60,000-100%$906.0K———
Treasurer of the State of North Carolina
N/A—59,210-59,210-100%$894.0K———
Raymond James Financial Inc
N/A—57,375-57,375-100%$866.4K———
Allstate Corp
N/A—54,171-54,171-100%$818.0K———
Vanguard Global Advisers, LLC
N/A—53,987-53,987-100%$815.2K———
GSA Capital Partners LLP
N/A—52,094-52,094-100%$787.0K———
Mariner, LLC
N/A—48,579-48,579-100%$733.6K———
IEQ Capital, LLC
N/A—47,432-47,432-100%$716.2K———
Orion Porfolio Solutions, LLC
N/A—46,010-46,010-100%$694.8K———
Handelsbanken Fonder AB
N/A—43,700-43,700-100%$660———
Qsemble Capital Management, LP
N/A—43,427-43,427-100%$655.7K———
Quadrature Capital Ltd
N/A—42,711-42,711-100%$644.9K———
Public Employees Retirement System of Ohio
N/A—39,625-39,625-100%$598.3K———
Dark Forest Capital Management LP
N/A—38,769-38,769-100%$585.4K———
SG Americas Securities, LLC
N/A—38,651-38,651-100%$584.0K———
Group One Trading LLC
N/A—37,337-37,337-100%$563.8K———
KLP Kapitalforvaltning AS
N/A—36,900-36,900-100%$557.2K———
Advisory Services Network, LLC
N/A—33,092-33,092-100%$499.7K———
Vident Advisory, LLC
N/A—33,053-33,053-100%$499.1K———
Landscape Capital Management, L.L.C.
N/A—32,782-32,782-100%$495.0K———
Vanguard Investments Australia, Ltd.
N/A—32,148-32,148-100%$485.4K———
Alliancebernstein L.P.
N/A—32,064-32,064-100%$624.0K———
Clifford Group, LLC
N/A—31,634-31,634-100%$477.7K———
Rangeley Capital, LLC
N/A—31,000-31,000-100%$468.1K———
Miramar Capital, LLC
N/A—28,572-28,572-100%$431.4K———
Wealthfront Advisers LLC
N/A—27,531-27,531-100%$415.7K———
Norges Bank
N/A—27,514-27,514-100%$415.5K———
HighTower Advisors, LLC
N/A—25,197-25,197-100%$380.5K———
Elo Mutual Pension Insurance Co
N/A—24,968-24,968-100%$377.0K———
Graham Capital Management, L.P.
N/A—24,812-24,812-100%$374.7K———
AXQ Capital, LP
N/A—24,541-24,541-100%$370.6K———
Bridgefront Capital, LLC
N/A—24,222-24,222-100%$365.8K———
Lazard Asset Management LLC
N/A—23,836-23,836-100%$359.9K———
Magnetar Financial LLC
N/A—23,809-23,809-100%$359.5K———
Stifel Financial Corp
N/A—23,320-23,320-100%$352.1K———
EntryPoint Capital, LLC
N/A—23,249-23,249-100%$351.1K———
Ensign Peak Advisors, Inc
N/A—22,878-22,878-100%$345.5K———
Worldquant Millennium Advisors LLC
N/A—21,284-21,284-100%$321.4K———
Capstone Investment Advisors, LLC
N/A—20,306-20,306-100%$306.6K———
Vanguard Personalized Indexing Management, LLC
N/A—19,693-19,693-100%$297.4K———
State of Wisconsin Investment Board
N/A—18,751-18,751-100%$283.1K———
Deutsche Bank Ag\
N/A—18,476-18,476-100%$279.0K———
National Philanthropic Trust
N/A—18,300-18,300-100%$276.3K———
Mitsubishi UFJ Trust & Banking Corp
N/A—18,285-18,285-100%$276.1K———
Truepoint, Inc.
N/A—17,615-17,615-100%$266.0K———
Brandywine Managers, LLC
N/A—17,384-17,384-100%$262.5K———
Quantbot Technologies LP
N/A—16,829-16,829-100%$254.1K———
Woodline Partners LP
N/A—16,773-16,773-100%$253.3K———
Oxford Asset Management LLP
N/A—16,574-16,574-100%$250.3K———
Snowden Capital Advisors LLC
N/A—16,418-16,418-100%$247.9K———
Aptus Capital Advisors, LLC
N/A—15,248-15,248-100%$230.2K———
Abu Dhabi Investment Council Co P.j.s.c
N/A—15,127-15,127-100%$228.4K———
Natixis Advisors, LLC
N/A—14,800-14,800-100%$223.0K———
Two Sigma Securities, LLC
N/A—14,622-14,622-100%$220.8K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—14,613-14,613-100%$220.7K———
Aigen Investment Management, LP
N/A—13,993-13,993-100%$211.3K———
DSM Capital Partners LLC
N/A—13,813-13,813-100%$208.6K———
Savvy Advisors, Inc.
N/A—13,402-13,402-100%$202.4K———
Fred Alger Management, LLC
N/A—13,037-13,037-100%$196.9K———
Dakota Wealth Management
N/A—12,895-12,895-100%$194.7K———
Mercer Global Advisors Inc
N/A—12,777-12,777-100%$192.9K———
Jones Financial Companies Lllp
N/A—12,390-12,390-100%$184.6K———
Walleye Trading LLC
N/A—12,003-12,003-100%$181.2K———
Arax Advisory Partners
N/A—11,627-11,627-100%$175.6K———
Ballentine Partners, LLC
N/A—11,596-11,596-100%$175.1K———
BBR Partners, LLC
N/A—11,584-11,584-100%$174.9K———
Headlands Technologies LLC
N/A—11,438-11,438-100%$172.7K———
Acadian Asset Management LLC
N/A—10,682-10,682-100%$161.0K———
Public Employees Retirement Association of Colorado
N/A—8,990-8,990-100%$136.0K———
Federation des caisses Desjardins du Quebec
N/A—7,089-7,089-100%$107.0K———
Advisors Asset Management, Inc.
N/A—6,254-6,254-100%$94.4K———
LOS Angeles Capital Management LLC
N/A—5,583-5,583-100%$84.3K———
MetLife Investment Management, LLC
N/A—3,497-3,497-100%$52.8K———
Rockefeller Capital Management L.P.
N/A—2,097-2,097-100%$31.7K———
Osaic Holdings, Inc.
N/A—1,281-1,281-100%$19.3K———
Ancora Advisors LLCA
N/A—800-800-100%$12.1K———
Tower Research Capital LLC (TRC)
N/A—547-547-100%$8.3K———
Rothschild Investment LLC
N/A—360-360-100%$5.4K———
Whittier Trust Co of Nevada Inc
N/A—272-272-100%$4.7K———
Osbon Capital Management LLC
N/A—173-173-100%$2.6K———
Kilter Group LLC
N/A—171-171-100%$2.6K———
Continuum Advisory, LLC
N/A—161-161-100%$2.4K———
BFC Planning, Inc.
N/A—160-160-100%$2.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—160-160-100%$2.4K———
Bogart Wealth, LLC
N/A—158-158-100%$2.4K———
Measured Wealth Private Client Group, LLC
N/A—145-145-100%$2.2K———
Harbour Investments, Inc.
N/A—118-118-100%$1.8K———
Quent Capital, LLC
N/A—106-106-100%$1.6K———
Ameritas Advisory Services, LLC
N/A—86-86-100%$1.3K———
Quarry LP
N/A—83-83-100%$1.3K———
Elequin Capital, LP
N/A—71-71-100%$1.1K———
Park Place Capital Corp
N/A—61-61-100%$921———
Transamerica Financial Advisors, LLC
N/A—33-33-100%$498———
SouthState Bank Corp
N/A—33-33-100%$499———
Cornerstone Financial Management LLC
N/A—28-28-100%$423———
Showing 307 of 307 institutions