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Kopin Corp (KOPN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares1,370,736 from 1,421,529
Change-50,793 (-4%)
Value$6.3M (-$63.1K)
Filed 2026-11-05
Silverberg Bernstein Capital Management LLC
DECREASED
Shares1,248,742 from 1,302,242
Change-53,500 (-4%)
Value$5.7M (-$89.8K)
Filed 2026-10-13
Bank of New York Mellon Corp
INCREASED
Shares436,406 from 425,485
Change+10,921 (+3%)
Value$2.0M (+$101.3K)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares229,436 from 229,065
Change+371 (+0%)
Value$1.1M (+$29.2K)
Filed 2026-10-30
Counterpoint Mutual Funds LLC
INCREASED
Shares170,591 from 64,992
Change+105,599 (+162%)
Value$784.7K (+$493.6K)
Filed 2026-10-16
Inspire Investing, LLC
DECREASED
Shares135,689 from 150,605
Change-14,916 (-10%)
Value$624.2K (-$50.5K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares92,917 from 145,000
Change-52,083 (-36%)
Value$427.4K (-$222.2K)
Filed 2026-11-05
Penbrook Management LLC
DECREASED
Shares82,975 from 88,275
Change-5,300 (-6%)
Value$381.7K (-$13.8K)
Filed 2026-10-16
ProShare Advisors LLC
DECREASED
Shares78,747 from 88,001
Change-9,254 (-11%)
Value$362.2K (-$32.0K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares76,859 from 50,275
Change+26,584 (+53%)
Value$353.6K (+$128.3K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares66,783 from 53,775
Change+13,008 (+24%)
Value$307.2K (+$66.3K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares62,988 from 187,670
Change-124,682 (-66%)
Value$289.7K (-$551.0K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares62,835 from 65,810
Change-2,975 (-5%)
Value$289.0K (-$5.8K)
Filed 2026-10-14
Murphy Pohlad Asset Management LLC
DECREASED
Shares58,200 from 74,800
Change-16,600 (-22%)
Value$267.7K (-$67.4K)
Filed 2026-10-22
Sigma Planning Corp
INCREASED
Shares47,075 from 38,875
Change+8,200 (+21%)
Value$216.5K (+$42.4K)
Filed 2026-10-23
Griffin Asset Management, Inc.
INCREASED
Shares42,735 from 41,275
Change+1,460 (+4%)
Value$196.6K (+$11.7K)
Filed 2026-10-22
Calamos Advisors LLC
DECREASED
Shares41,932 from 257,796
Change-215,864 (-84%)
Value$192.9K (-$962.0K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares41,693 from 28,685
Change+13,008 (+45%)
Value$173.7K (+$57.7K)
Filed 2026-10-20
DWM Financial Group, Inc.
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$184.0K (+$90.4K)
Filed 2026-10-28
Oppenheimer & Co Inc
UNCHANGED
Shares39,000 from 39,000
Change0 (0%)
Value$179.4K (+$4.7K)
Filed 2026-10-26
McAdam, LLC
DECREASED
Shares33,006 from 40,729
Change-7,723 (-19%)
Value$151.8K (-$30.6K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
DECREASED
Shares30,600 from 35,173
Change-4,573 (-13%)
Value$140.8K (-$16.9K)
Filed 2026-10-26
First Bank & Trust
INCREASED
Shares20,762 from 18,517
Change+2,245 (+12%)
Value$95.5K (+$12.5K)
Filed 2026-10-19
O'Connor Financial Group LLC
UNCHANGED
Shares20,252 from 20,252
Change0 (0%)
Value$93.2K (+$2.4K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
DECREASED
Shares20,080 from 20,550
Change-470 (-2%)
Value$67.9K (-$10.2K)
Filed 2026-10-27
DKM Wealth Management, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$92.0K (+$2.4K)
Filed 2026-10-09
Simplicity Wealth,LLC
NEW
Shares16,796
Change+16,796
Value$77.3K
Filed 2026-10-23
Xponance LLC
DECREASED
Shares16,436 from 16,726
Change-290 (-2%)
Value$75.6K (+$674)
Filed 2026-11-03
Principal Financial Group Inc
NEW
Shares15,519
Change+15,519
Value$71.4K
Filed 2026-11-02
Triasima Portfolio Management inc.
UNCHANGED
Shares15,265 from 15,265
Change0 (0%)
Value$70.2K (+$1.8K)
Filed 2026-10-15
T3 Companies, LLC
DECREASED
Shares13,400 from 19,800
Change-6,400 (-32%)
Value$61.6K (-$27.1K)
Filed 2026-10-22
Marathon Capital Management
INCREASED
Shares12,500 from 10,000
Change+2,500 (+25%)
Value$57.5K (+$12.7K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares11,909 from 64,879
Change-52,970 (-82%)
Value$54.8K (-$235.9K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,116 from 10,900
Change+216 (+2%)
Value$51.1K (+$2.6K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
NEW
Shares10,765
Change+10,765
Value$45.2K
Filed 2026-10-13
Emergent Wealth Advisors, LLC
UNCHANGED
Shares10,622 from 10,622
Change0 (0%)
Value$48.9K (+$1.3K)
Filed 2026-10-09
StoneX Group Inc.
NEW
Shares10,516
Change+10,516
Value$44.3K
Filed 2026-11-03
Granite Investment Partners, LLC
INCREASED
Shares10,134 from 10,095
Change+39 (+0%)
Value$46.6K (+$1.4K)
Filed 2026-11-04
Choreo, LLC
NEW
Shares10,058
Change+10,058
Value$46.3K
Filed 2026-10-28
Altium Investment Strategies LLC
NEW
Shares10,000
Change+10,000
Value$42.2K
Filed 2026-10-20
Truist Financial Corp
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$46.0K (+$1.2K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$46.0K (+$1.2K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW
Shares9,970
Change+9,970
Value$45.9K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares7,076 from 9,433
Change-2,357 (-25%)
Value$32.6K (-$9.7K)
Filed 2026-11-04
Leonteq Securities AG
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$27.6K (+$720)
Filed 2026-10-29
Sterling Capital Management LLC
INCREASED
Shares4,757 from 1,882
Change+2,875 (+153%)
Value$21.9K (+$13.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares4,403 from 4,338
Change+65 (+2%)
Value$20.3K (+$820)
Filed 2026-10-08
Versant Capital Management, Inc
NEW
Shares2,604
Change+2,604
Value$12.0K
Filed 2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$9.8K (+$256)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares1,464
Change+1,464
Value$6.7K
Filed 2026-10-26
Hurley Capital, LLC
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$5.9K (+$154)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,114 from 114
Change+1,000 (+877%)
Value$5.1K (+$4.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares1,039 from 440
Change+599 (+136%)
Value$4.8K (+$2.8K)
Filed 2026-10-08
Main Street Group, LTD
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$4.6K (+$120)
Filed 2026-10-28
Security National Bank
NEW
Shares500
Change+500
Value$2.3K
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$2.3K (+$60)
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares344
Change+344
Value$1.6K
Filed 2026-10-27
Abound Wealth Management
NEW
Shares280
Change+280
Value$1.3K
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$1.2K (+$30)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares242 from 195
Change+47 (+24%)
Value$1.1K (+$239)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
NEW
Shares205
Change+205
Value$943
Filed 2026-10-20
Ascentis Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$920 (+$24)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares178
Change+178
Value$819
Filed 2026-10-21
Physician Wealth Advisors, Inc.
NEW
Shares119
Change+119
Value$548
Filed 2026-10-20
CoreCap Advisors, LLC
NEW
Shares94
Change+94
Value$432
Filed 2026-10-08
Essential Investment Partners LLC
DECREASED
Shares60 from 120
Change-60 (-50%)
Value$276 (-$262)
Filed 2026-10-27
Hughes Financial Services, LLC
NEW
Shares33
Change+33
Value$133
Filed 2026-10-30
Covestor Ltd
NEW
Shares27
Change+27
Value$0
Filed 2026-10-30
Monetary Solutions, Ltd
NEW
Shares10
Change+10
Value$46
Filed 2026-10-22
Herald Investment Management Ltd
CLOSED
Shares0 from 1,247,500
Change-1,247,500 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-05
Imc-Chicago, LLC
CLOSED
Shares0 from 124,850
Change-124,850 (-100%)
Value$0 (-$559.3K)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 22,658
Change-22,658 (-100%)
Value$0 (-$101.5K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 14,500
Change-14,500 (-100%)
Value$0 (-$65.0K)
Filed 2026-10-30
Apollon Wealth Management, LLC
CLOSED
Shares0 from 10,862
Change-10,862 (-100%)
Value$0 (-$48.7K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 10,580
Change-10,580 (-100%)
Value$0 (-$47.0K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 2,114
Change-2,114 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-28
Summit Securities Group LLC
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$9.4K)
Filed 2026-11-05
Avion Wealth
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Bare Financial Services, Inc
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$869)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$763)
Filed 2026-10-23
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$45)
Filed 2026-10-09
FNY Investment Advisers, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2026-10-16
State Street Corp
N/A
Shares— from 17,127,045
Change-17,127,045 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,777,957
Change-14,777,957 (-100%)
Value—
AWM Investment Company, Inc.
N/A
Shares— from 8,024,062
Change-8,024,062 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 7,734,272
Change-7,734,272 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 7,000,000
Change-7,000,000 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 5,952,840
Change-5,952,840 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 4,607,954
Change-4,607,954 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,302,690
Change-2,302,690 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,015,785
Change-2,015,785 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,653,928
Change-1,653,928 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,524,863
Change-1,524,863 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,490,289
Change-1,490,289 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,438,454
Change-1,438,454 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,222,901
Change-1,222,901 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,161,879
Change-1,161,879 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 1,071,652
Change-1,071,652 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 867,506
Change-867,506 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 825,215
Change-825,215 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 801,272
Change-801,272 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 750,000
Change-750,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 699,386
Change-699,386 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 683,050
Change-683,050 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 567,402
Change-567,402 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 543,015
Change-543,015 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 535,578
Change-535,578 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 509,673
Change-509,673 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 438,527
Change-438,527 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 413,323
Change-413,323 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 407,481
Change-407,481 (-100%)
Value—
Apis Capital Advisors, LLC
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 383,236
Change-383,236 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 342,080
Change-342,080 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 338,083
Change-338,083 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 301,859
Change-301,859 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 280,944
Change-280,944 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 255,800
Change-255,800 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 249,969
Change-249,969 (-100%)
Value—
FMR LLC
N/A
Shares— from 222,414
Change-222,414 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 213,797
Change-213,797 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 213,146
Change-213,146 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 201,664
Change-201,664 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 192,837
Change-192,837 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 189,200
Change-189,200 (-100%)
Value—
Potomac Capital Management, Inc.
N/A
Shares— from 185,000
Change-185,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 179,693
Change-179,693 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 173,600
Change-173,600 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 162,832
Change-162,832 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 161,137
Change-161,137 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 151,474
Change-151,474 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 126,856
Change-126,856 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 122,186
Change-122,186 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 120,789
Change-120,789 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 117,800
Change-117,800 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 117,617
Change-117,617 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 107,138
Change-107,138 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 105,338
Change-105,338 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 103,339
Change-103,339 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 103,105
Change-103,105 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 102,080
Change-102,080 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 95,495
Change-95,495 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 90,635
Change-90,635 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 87,941
Change-87,941 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 81,958
Change-81,958 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 80,752
Change-80,752 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 77,064
Change-77,064 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 75,564
Change-75,564 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 74,848
Change-74,848 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 72,550
Change-72,550 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 72,082
Change-72,082 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 65,359
Change-65,359 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 61,733
Change-61,733 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 53,334
Change-53,334 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 50,972
Change-50,972 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 50,300
Change-50,300 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 49,350
Change-49,350 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 49,050
Change-49,050 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 48,139
Change-48,139 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 46,218
Change-46,218 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 42,568
Change-42,568 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 33,461
Change-33,461 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 32,090
Change-32,090 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,922
Change-31,922 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 29,413
Change-29,413 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 29,407
Change-29,407 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Barclays PLC
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 28,830
Change-28,830 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 28,741
Change-28,741 (-100%)
Value—
Worth Venture Partners, LLC
N/A
Shares— from 28,408
Change-28,408 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 28,132
Change-28,132 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 25,786
Change-25,786 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,638
Change-25,638 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 24,627
Change-24,627 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 20,543
Change-20,543 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,910
Change-18,910 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,322
Change-17,322 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,264
Change-15,264 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,134
Change-15,134 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,974
Change-14,974 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,982
Change-13,982 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,015
Change-12,015 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 10,012
Change-10,012 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 9,047
Change-9,047 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,966
Change-8,966 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 658
Change-658 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
Quarry LP
N/A
Shares— from 539
Change-539 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 350
Change-350 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 206
Change-206 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Status
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED1,370,7361,421,529-50,793-4%$6.4M$6.3M-$63.1K2026-11-05
Silverberg Bernstein Capital Management LLC
DECREASED1,248,7421,302,242-53,500-4%$5.8M$5.7M-$89.8K2026-10-13
Bank of New York Mellon Corp
INCREASED436,406425,485+10,921+3%$1.9M$2.0M+$101.3K2026-11-05
Focused Wealth Management, Inc
INCREASED229,436229,065+371+0%$1.0M$1.1M+$29.2K2026-10-30
Counterpoint Mutual Funds LLC
INCREASED170,59164,992+105,599+162%$291.2K$784.7K+$493.6K2026-10-16
Inspire Investing, LLC
DECREASED135,689150,605-14,916-10%$674.7K$624.2K-$50.5K2026-10-22
AMG National Trust Bank
DECREASED92,917145,000-52,083-36%$649.6K$427.4K-$222.2K2026-11-05
Penbrook Management LLC
DECREASED82,97588,275-5,300-6%$395.5K$381.7K-$13.8K2026-10-16
ProShare Advisors LLC
DECREASED78,74788,001-9,254-11%$394.2K$362.2K-$32.0K2026-10-29
Creative Planning
INCREASED76,85950,275+26,584+53%$225.2K$353.6K+$128.3K2026-11-02
SBI Securities Co., Ltd.
INCREASED66,78353,775+13,008+24%$240.9K$307.2K+$66.3K2026-10-22
Citigroup Inc
DECREASED62,988187,670-124,682-66%$840.8K$289.7K-$551.0K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED62,83565,810-2,975-5%$294.8K$289.0K-$5.8K2026-10-14
Murphy Pohlad Asset Management LLC
DECREASED58,20074,800-16,600-22%$335.1K$267.7K-$67.4K2026-10-22
Sigma Planning Corp
INCREASED47,07538,875+8,200+21%$174.2K$216.5K+$42.4K2026-10-23
Griffin Asset Management, Inc.
INCREASED42,73541,275+1,460+4%$184.9K$196.6K+$11.7K2026-10-22
Calamos Advisors LLC
DECREASED41,932257,796-215,864-84%$1.2M$192.9K-$962.0K2026-11-02
Accurate Wealth Management, LLC
INCREASED41,69328,685+13,008+45%$116.0K$173.7K+$57.7K2026-10-20
DWM Financial Group, Inc.
UNCHANGED40,00040,00000%$93.6K$184.0K+$90.4K2026-10-28
Oppenheimer & Co Inc
UNCHANGED39,00039,00000%$174.7K$179.4K+$4.7K2026-10-26
McAdam, LLC
DECREASED33,00640,729-7,723-19%$182.5K$151.8K-$30.6K2026-10-21
J. Safra Sarasin Holding AG
DECREASED30,60035,173-4,573-13%$157.6K$140.8K-$16.9K2026-10-26
First Bank & Trust
INCREASED20,76218,517+2,245+12%$83.0K$95.5K+$12.5K2026-10-19
O'Connor Financial Group LLC
UNCHANGED20,25220,25200%$90.7K$93.2K+$2.4K2026-10-26
Chicago Partners Investment Group LLC
DECREASED20,08020,550-470-2%$78.1K$67.9K-$10.2K2026-10-27
DKM Wealth Management, Inc.
UNCHANGED20,00020,00000%$89.6K$92.0K+$2.4K2026-10-09
Simplicity Wealth,LLC
NEW16,796—+16,796——$77.3K—2026-10-23
Xponance LLC
DECREASED16,43616,726-290-2%$74.9K$75.6K+$6742026-11-03
Principal Financial Group Inc
NEW15,519—+15,519——$71.4K—2026-11-02
Triasima Portfolio Management inc.
UNCHANGED15,26515,26500%$68.4K$70.2K+$1.8K2026-10-15
T3 Companies, LLC
DECREASED13,40019,800-6,400-32%$88.7K$61.6K-$27.1K2026-10-22
Marathon Capital Management
INCREASED12,50010,000+2,500+25%$44.8K$57.5K+$12.7K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED11,90964,879-52,970-82%$290.7K$54.8K-$235.9K2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED11,11610,900+216+2%$48.5K$51.1K+$2.6K2026-10-14
Wealth Enhancement Advisory Services, LLC
NEW10,765—+10,765——$45.2K—2026-10-13
Emergent Wealth Advisors, LLC
UNCHANGED10,62210,62200%$47.6K$48.9K+$1.3K2026-10-09
StoneX Group Inc.
NEW10,516—+10,516——$44.3K—2026-11-03
Granite Investment Partners, LLC
INCREASED10,13410,095+39+0%$45.2K$46.6K+$1.4K2026-11-04
Choreo, LLC
NEW10,058—+10,058——$46.3K—2026-10-28
Altium Investment Strategies LLC
NEW10,000—+10,000——$42.2K—2026-10-20
Truist Financial Corp
UNCHANGED10,00010,00000%$44.8K$46.0K+$1.2K2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED10,00010,00000%$44.8K$46.0K+$1.2K2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW9,970—+9,970——$45.9K—2026-10-16
EverSource Wealth Advisors, LLC
DECREASED7,0769,433-2,357-25%$42.3K$32.6K-$9.7K2026-11-04
Leonteq Securities AG
UNCHANGED6,0006,00000%$26.9K$27.6K+$7202026-10-29
Sterling Capital Management LLC
INCREASED4,7571,882+2,875+153%$8.4K$21.9K+$13.5K2026-10-22
Farther Finance Advisors, LLC
INCREASED4,4034,338+65+2%$19.4K$20.3K+$8202026-10-08
Versant Capital Management, Inc
NEW2,604—+2,604——$12.0K—2026-10-02
1620 Investment Advisors, Inc.
UNCHANGED2,1302,13000%$9.5K$9.8K+$2562026-11-04
DeDora Capital, Inc.
NEW1,464—+1,464——$6.7K—2026-10-26
Hurley Capital, LLC
UNCHANGED1,2851,28500%$5.8K$5.9K+$1542026-11-05
Larson Financial Group LLC
INCREASED1,114114+1,000+877%$511$5.1K+$4.6K2026-11-05
Gamma Investing LLC
INCREASED1,039440+599+136%$2.0K$4.8K+$2.8K2026-10-08
Main Street Group, LTD
UNCHANGED1,0001,00000%$4.5K$4.6K+$1202026-10-28
Security National Bank
NEW500—+500——$2.3K—2026-10-26
Nemes Rush Group LLC
UNCHANGED50050000%$2.2K$2.3K+$602026-11-04
Parkside Financial Bank & Trust
NEW344—+344——$1.6K—2026-10-27
Abound Wealth Management
NEW280—+280——$1.3K—2026-10-26
US Bancorp \de\
UNCHANGED25025000%$1.1K$1.2K+$302026-11-05
Nisa Investment Advisors, LLC
INCREASED242195+47+24%$874$1.1K+$2392026-10-20
Owl Creek Wealth Partners LLC
NEW205—+205——$943—2026-10-20
Ascentis Wealth Management, LLC
UNCHANGED20020000%$896$920+$242026-11-03
Root Financial Partners, LLC
NEW178—+178——$819—2026-10-21
Physician Wealth Advisors, Inc.
NEW119—+119——$548—2026-10-20
CoreCap Advisors, LLC
NEW94—+94——$432—2026-10-08
Essential Investment Partners LLC
DECREASED60120-60-50%$538$276-$2622026-10-27
Hughes Financial Services, LLC
NEW33—+33——$133—2026-10-30
Covestor Ltd
NEW27—+27——$0—2026-10-30
Monetary Solutions, Ltd
NEW10—+10——$46—2026-10-22
Herald Investment Management Ltd
CLOSED01,247,500-1,247,500-100%$5.6M$0-$5.6M2026-10-05
Imc-Chicago, LLC
CLOSED0124,850-124,850-100%$559.3K$0-$559.3K2026-11-05
State of Wyoming
CLOSED022,658-22,658-100%$101.5K$0-$101.5K2026-10-28
Kestra Private Wealth Services, LLC
CLOSED014,500-14,500-100%$65.0K$0-$65.0K2026-10-30
Apollon Wealth Management, LLC
CLOSED010,862-10,862-100%$48.7K$0-$48.7K2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED010,580-10,580-100%$47.0K$0-$47.0K2026-11-02
MCF Advisors LLC
CLOSED02,114-2,114-100%$9.5K$0-$9.5K2026-10-28
Summit Securities Group LLC
CLOSED02,104-2,104-100%$9.4K$0-$9.4K2026-11-05
Avion Wealth
CLOSED0305-305-100%$1$0-$12026-11-04
Bare Financial Services, Inc
CLOSED0194-194-100%$869$0-$8692026-11-04
Stone House Investment Management, LLC
CLOSED0170-170-100%$763$0-$7632026-10-23
Armstrong Advisory Group, Inc
CLOSED010-10-100%$45$0-$452026-10-09
FNY Investment Advisers, LLC
CLOSED010-10-100%$0$0$02026-10-16
State Street Corp
N/A—17,127,045-17,127,045-100%$76.7M———
BlackRock, Inc.
N/A—14,777,957-14,777,957-100%$66.2M———
AWM Investment Company, Inc.
N/A—8,024,062-8,024,062-100%$35.9M———
Vanguard Capital Management LLC
N/A—7,734,272-7,734,272-100%$34.6M———
Telemark Asset Management, LLC
N/A—7,000,000-7,000,000-100%$31.4M———
Royce & Associates LP
N/A—5,952,840-5,952,840-100%$26.7M———
Geode Capital Management, LLC
N/A—4,607,954-4,607,954-100%$20.6M———
Two Sigma Investments, LP
N/A—2,302,690-2,302,690-100%$10.3M———
Vanguard Portfolio Management LLC
N/A—2,015,785-2,015,785-100%$9.0M———
UBS Group AG
N/A—1,653,928-1,653,928-100%$7.4M———
Morgan Stanley
N/A—1,524,863-1,524,863-100%$6.8M———
Squarepoint Ops LLC
N/A—1,490,289-1,490,289-100%$6.7M———
Northern Trust Corp
N/A—1,438,454-1,438,454-100%$6.4M———
Vanguard Fiduciary Trust Co
N/A—1,222,901-1,222,901-100%$5.5M———
Russell Investments Group, Ltd.
N/A—1,161,879-1,161,879-100%$5.2M———
Next Century Growth Investors LLC
N/A—1,071,652-1,071,652-100%$4.8M———
Voloridge Investment Management, LLC
N/A—867,506-867,506-100%$3.9M———
Millennium Management LLC
N/A—825,215-825,215-100%$3.7M———
LPL Financial LLC
N/A—801,272-801,272-100%$3.6M———
Needham Investment Management LLC
N/A—750,000-750,000-100%$3.4M———
Invesco Ltd.
N/A—699,386-699,386-100%$3.1M———
Stifel Financial Corp
N/A—683,050-683,050-100%$3.1M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—567,402-567,402-100%$2.5M———
Trexquant Investment LP
N/A—543,015-543,015-100%$2.4M———
Charles Schwab Investment Management Inc
N/A—535,578-535,578-100%$2.4M———
HRT Financial LP
N/A—509,673-509,673-100%$2.3M———
Josh Arnold Investment Consultant, LLC
N/A—450,000-450,000-100%$2.0M———
Marshall Wace, LLP
N/A—438,527-438,527-100%$2.0M———
Ironwood Investment Management LLC
N/A—413,323-413,323-100%$1.9M———
Nuveen, LLC
N/A—407,481-407,481-100%$1.8M———
Apis Capital Advisors, LLC
N/A—400,000-400,000-100%$1.8M———
Bank of America Corp
N/A—383,236-383,236-100%$1.7M———
Shay Capital LLC
N/A—350,000-350,000-100%$1.6M———
Panoramic Capital, LLC
N/A—350,000-350,000-100%$1.6M———
JPMorgan Chase & Co
N/A—342,080-342,080-100%$1.5M———
Goldman Sachs Group Inc
N/A—338,083-338,083-100%$1.5M———
Victory Capital Management Inc
N/A—301,859-301,859-100%$1.4M———
Price T Rowe Associates Inc
N/A—280,944-280,944-100%$1.2M———
Renaissance Technologies LLC
N/A—255,800-255,800-100%$1.1M———
Formula Growth LTD
N/A—250,000-250,000-100%$1.1M———
Focus Partners Wealth
N/A—249,969-249,969-100%$1.1M———
FMR LLC
N/A—222,414-222,414-100%$996.4K———
Rhumbline Advisers
N/A—213,797-213,797-100%$957.8K———
Susquehanna International Group, LLP
N/A—213,146-213,146-100%$954.9K———
Quadrature Capital Ltd
N/A—201,664-201,664-100%$903.5K———
Informed Momentum Co LLC
N/A—192,837-192,837-100%$863.9K———
DnB Asset Management AS
N/A—189,200-189,200-100%$847.6K———
Potomac Capital Management, Inc.
N/A—185,000-185,000-100%$828.8K———
Wells Fargo & Company
N/A—179,693-179,693-100%$805.0K———
Alliancebernstein L.P.
N/A—173,600-173,600-100%$390.6K———
Deutsche Bank Ag\
N/A—162,832-162,832-100%$729.5K———
CM Wealth Advisors LLC
N/A—161,137-161,137-100%$721.9K———
SEI Investments Co
N/A—151,474-151,474-100%$678.6K———
Marex Group Ltd
N/A—135,000-135,000-100%$604.8K———
Summit Trail Advisors, LLC
N/A—126,856-126,856-100%$568.3K———
WealthTrust Axiom LLC
N/A—122,186-122,186-100%$547.4K———
Sequoia Financial Advisors, LLC
N/A—120,789-120,789-100%$541.1K———
Ashford Capital Management Inc
N/A—117,800-117,800-100%$527.7K———
XTX Topco Ltd
N/A—117,617-117,617-100%$526.9K———
Cerity Partners LLC
N/A—107,138-107,138-100%$480.0K———
Aristides Capital LLC
N/A—105,338-105,338-100%$471.9K———
Vanguard Global Advisers, LLC
N/A—103,339-103,339-100%$463.0K———
MetLife Investment Management, LLC
N/A—103,105-103,105-100%$461.9K———
Franklin Resources Inc
N/A—102,080-102,080-100%$457.3K———
Raymond James Financial Inc
N/A—95,495-95,495-100%$427.8K———
Connective Capital Management, LLC
N/A—90,635-90,635-100%$406.0K———
Walleye Capital LLC
N/A—87,941-87,941-100%$394.0K———
Caption Management, LLC
N/A—81,958-81,958-100%$367.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—80,752-80,752-100%$361.8K———
Lionhunter Capital Management, LLC
N/A—80,000-80,000-100%$358.4K———
Citadel Advisors LLC
N/A—77,064-77,064-100%$345.2K———
AQR Capital Management LLC
N/A—75,564-75,564-100%$338.5K———
D. E. Shaw & Co., Inc.
N/A—74,848-74,848-100%$335.3K———
AXQ Capital, LP
N/A—72,550-72,550-100%$325.0K———
Aquatic Capital Management LLC
N/A—72,082-72,082-100%$322.9K———
ExodusPoint Capital Management, LP
N/A—65,359-65,359-100%$292.8K———
Osaic Holdings, Inc.
N/A—61,733-61,733-100%$276.6K———
Police & Firemen's Retirement System of New Jersey
N/A—53,334-53,334-100%$238.9K———
MML Investors Services, LLC
N/A—50,972-50,972-100%$228.4K———
New York State Common Retirement Fund
N/A—50,300-50,300-100%$225.3K———
Brookwood Investment Group LLC
N/A—49,350-49,350-100%$221.1K———
SG Americas Securities, LLC
N/A—49,050-49,050-100%$220.0K———
Intech Investment Management LLC
N/A—48,139-48,139-100%$215.7K———
Manufacturers Life Insurance Company, the
N/A—46,218-46,218-100%$207.1K———
Foundations Investment Advisors, LLC
N/A—42,568-42,568-100%$190.7K———
Voya Investment Management LLC
N/A—33,461-33,461-100%$149.9K———
Mirabella Financial Services LLP
N/A—32,090-32,090-100%$143.8K———
Quantinno Capital Management LP
N/A—31,922-31,922-100%$143.0K———
Jain Global LLC
N/A—29,413-29,413-100%$131.8K———
BNP Paribas Financial Markets
N/A—29,407-29,407-100%$131.7K———
Daniel Investment Group, Inc.
N/A—29,000-29,000-100%$129.9K———
Barclays PLC
N/A—28,865-28,865-100%$129.3K———
Prudential Financial Inc
N/A—28,830-28,830-100%$129.2K———
Wealthspire Advisors, LLC
N/A—28,741-28,741-100%$128.8K———
Worth Venture Partners, LLC
N/A—28,408-28,408-100%$127.3K———
Rockefeller Capital Management L.P.
N/A—28,132-28,132-100%$126.0K———
FOX RUN Management, L.L.C.
N/A—25,786-25,786-100%$115.5K———
Royal Bank of Canada
N/A—25,638-25,638-100%$115.0K———
Vanguard Personalized Indexing Management, LLC
N/A—24,627-24,627-100%$110.3K———
Vident Advisory, LLC
N/A—20,543-20,543-100%$92.0K———
Two Sigma Securities, LLC
N/A—18,910-18,910-100%$84.7K———
Legal & General Group Plc
N/A—17,322-17,322-100%$77.6K———
Jump Financial, LLC
N/A—15,274-15,274-100%$68.4K———
Ameritas Investment Partners, Inc.
N/A—15,264-15,264-100%$68.4K———
Janney Montgomery Scott LLC
N/A—15,200-15,200-100%$68.0K———
Cetera Investment Advisers
N/A—15,134-15,134-100%$67.8K———
Integrated Wealth Concepts LLC
N/A—15,040-15,040-100%$67.4K———
Abbot Financial Management, Inc.
N/A—15,025-15,025-100%$67.3K———
McGowan Group Asset Management, Inc.
N/A—15,000-15,000-100%$67.2K———
Jane Street Group, LLC
N/A—14,974-14,974-100%$67.1K———
AE Wealth Management LLC
N/A—13,982-13,982-100%$62.6K———
HighTower Advisors, LLC
N/A—13,925-13,925-100%$62.4K———
Zacks Investment Management
N/A—12,015-12,015-100%$53.8K———
Advance Capital Management, Inc.
N/A—11,162-11,162-100%$50.0K———
Capstone Financial Advisors, Inc.
N/A—10,012-10,012-100%$44.9K———
Allworth Financial LP
N/A—9,047-9,047-100%$40.5K———
Tower Research Capital LLC (TRC)
N/A—8,966-8,966-100%$40.2K———
Quantbot Technologies LP
N/A—8,778-8,778-100%$39.3K———
Meeder Asset Management Inc
N/A—7,367-7,367-100%$33.0K———
Game Plan Financial Advisors, LLC
N/A—5,000-5,000-100%$22.4K———
Smartleaf Asset Management LLC
N/A—5,000-5,000-100%$21.6K———
Huntington National Bank
N/A—3,000-3,000-100%$13.4K———
Jones Financial Companies Lllp
N/A—2,705-2,705-100%$10.3K———
California State Teachers Retirement System
N/A—2,392-2,392-100%$10.7K———
Arax Advisory Partners
N/A—1,805-1,805-100%$8.1K———
Steward Partners Investment Advisory, LLC
N/A—1,700-1,700-100%$7.6K———
Federated Hermes, Inc.
N/A—658-658-100%$2.9K———
UBS Asset Management Americas LLC
N/A—647-647-100%$2.9K———
PNC Financial Services Group, Inc.
N/A—596-596-100%$2.7K———
Quarry LP
N/A—539-539-100%$2.4K———
National Bank of Canada
N/A—350-350-100%$1.6K———
Orion Capital Management LLC
N/A—273-273-100%$1.2K———
Rothschild Investment LLC
N/A—245-245-100%$1.1K———
Global Retirement Partners, LLC
N/A—243-243-100%$1.1K———
Canada Life Assurance Co
N/A—206-206-100%$1———
Rialto Wealth Management, LLC
N/A—132-132-100%$592———
Harbour Investments, Inc.
N/A—100-100-100%$448———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$448———
Showing 220 of 220 institutions