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Lineage Cell Therapeutics in (LCTX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Defender Capital, Llc.
INCREASED
Shares6,648,899 from 6,598,899
Change+50,000 (+1%)
Value$6.4M (-$2.3M)
Filed 2026-10-01
Geode Capital Management, LLC
INCREASED
Shares5,339,354 from 5,299,457
Change+39,897 (+1%)
Value$5.1M (-$1.8M)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares4,900,000 from 4,600,000
Change+300,000 (+7%)
Value$4.7M (-$1.3M)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares506,460
Change+506,460
Value$484.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares506,460 from 597,263
Change-90,803 (-15%)
Value$484.0K (-$298.4K)
Filed 2026-10-14
Barclays PLC
DECREASED
Shares394,628 from 508,668
Change-114,040 (-22%)
Value$377.1K (-$289.2K)
Filed 2026-11-06
Bank of New York Mellon Corp
UNCHANGED
Shares391,675 from 391,675
Change0 (0%)
Value$374.3K (-$138.8K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares191,122 from 26,638
Change+164,484 (+617%)
Value$182.7K (+$147.8K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares160,783 from 183,324
Change-22,541 (-12%)
Value$154.4K (-$85.8K)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares101,300 from 101,300
Change0 (0%)
Value$96.8K (-$35.9K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
NEW
Shares86,249
Change+86,249
Value$82.4K
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares40,933 from 150
Change+40,783 (+27189%)
Value$39.1K (+$38.9K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares29,747 from 17,008
Change+12,739 (+75%)
Value$29.7K (+$7.4K)
Filed 2026-11-03
Tableaux LLC
NEW
Shares29,300
Change+29,300
Value$28.0K
Filed 2026-10-23
Kestra Advisory Services, LLC
DECREASED
Shares27,847 from 37,847
Change-10,000 (-26%)
Value$26.6K (-$23.0K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares25,245
Change+25,245
Value$24.1K
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED
Shares25,000 from 45,000
Change-20,000 (-44%)
Value$23.9K (-$35.1K)
Filed 2026-10-19
ProShare Advisors LLC
DECREASED
Shares23,138 from 24,129
Change-991 (-4%)
Value$22.1K (-$9.5K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares22,500 from 14,103
Change+8,397 (+60%)
Value$21.5K (+$3.0K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares20,000 from 20,029
Change-29 (0%)
Value$19.1K (-$7.1K)
Filed 2026-10-09
Allegheny Financial Group
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$19.1K (-$7.1K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
NEW
Shares17,790
Change+17,790
Value$17.0K
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares17,433 from 86,603
Change-69,170 (-80%)
Value$16.7K (-$96.8K)
Filed 2026-11-04
Xponance LLC
DECREASED
Shares17,219 from 17,522
Change-303 (-2%)
Value$16.5K (-$6.5K)
Filed 2026-11-03
Founders Capital Management
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$15.3K (-$5.7K)
Filed 2026-10-13
Anchyra Partners LLC
NEW
Shares15,141
Change+15,141
Value$14.5K
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares15,136 from 14,737
Change+399 (+3%)
Value$14.5K (-$4.8K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED
Shares15,000 from 30,000
Change-15,000 (-50%)
Value$14.3K (-$25.0K)
Filed 2026-11-05
SkyOak Wealth, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$14.3K (-$5.3K)
Filed 2026-10-28
Elco Management Co., LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$14.3K (-$5.3K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares13,770 from 13,600
Change+170 (+1%)
Value$13.2K (-$4.7K)
Filed 2026-11-02
Abel Hall, LLC
NEW
Shares13,090
Change+13,090
Value$12.5K
Filed 2026-10-19
Piscataqua Savings Bank
UNCHANGED
Shares12,499 from 12,499
Change0 (0%)
Value$11.9K (-$4.4K)
Filed 2026-10-21
Farrow Financial, Inc.
UNCHANGED
Shares10,646 from 10,646
Change0 (0%)
Value$10.2K (-$3.8K)
Filed 2026-10-30
Lazari Capital Management, Inc.
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$10.0K (-$3.7K)
Filed 2026-10-20
Sigma Planning Corp
NEW
Shares10,115
Change+10,115
Value$9.7K
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$9.6K (-$3.5K)
Filed 2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$9.6K (-$3.5K)
Filed 2026-11-04
Thrivent Financial for Lutherans
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$10 (-$13.0K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares8,766 from 7,445
Change+1,321 (+18%)
Value$8.4K (-$1.4K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares6,045 from 647
Change+5,398 (+834%)
Value$5.8K (+$4.9K)
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares5,840
Change+5,840
Value$5.6K
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares4,313
Change+4,313
Value$4.1K
Filed 2026-11-04
Albion Financial Group
UNCHANGED
Shares3,043 from 3,043
Change0 (0%)
Value$2.9K (-$1.1K)
Filed 2026-10-21
Pacifica Partners Inc.
UNCHANGED
Shares2,926 from 2,926
Change0 (0%)
Value$2.6K (-$1.3K)
Filed 2026-10-09
Gamma Investing LLC
NEW
Shares2,273
Change+2,273
Value$2.2K
Filed 2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$1.5K (-$563)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$1.4K (-$600)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares1,126 from 544
Change+582 (+107%)
Value$1.1K (+$363)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$956 (-$354)
Filed 2026-10-15
SJS Investment Consulting Inc.
NEW
Shares298
Change+298
Value$285
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$302 ($0)
Filed 2026-11-06
Rossby Financial, LCC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$55 (-$21)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
NEW
Shares14
Change+14
Value$13
Filed 2026-11-04
Financial Management Professionals, Inc.
NEW
Shares2
Change+2
Value$2
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$1
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 45
Change-44 (-98%)
Value$1 (-$58)
Filed 2026-10-29
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 102,178
Change-102,178 (-100%)
Value$0 (-$133.9K)
Filed 2026-11-02
Trust Co of Toledo NA
CLOSED
Shares0 from 83,795
Change-83,795 (-100%)
Value$0 (-$109.8K)
Filed 2026-10-16
State of Wyoming
CLOSED
Shares0 from 43,879
Change-43,879 (-100%)
Value$0 (-$57.5K)
Filed 2026-10-28
Warwick Investment Management, Inc.
CLOSED
Shares0 from 11,300
Change-11,300 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-19
WoodTrust Financial Corp
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-09
Trust Co of Vermont
CLOSED
Shares0 from 1,553
Change-1,553 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-21
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$294)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$4)
Filed 2026-11-02
Broadwood Capital Inc
N/A
Shares— from 49,560,992
Change-49,560,992 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,186,895
Change-13,186,895 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 9,054,918
Change-9,054,918 (-100%)
Value—
Raffles Associates LP
N/A
Shares— from 5,197,788
Change-5,197,788 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,018,567
Change-3,018,567 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,314,180
Change-2,314,180 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,668,629
Change-1,668,629 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,656,651
Change-1,656,651 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,471,462
Change-1,471,462 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,344,829
Change-1,344,829 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,282,347
Change-1,282,347 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,273,311
Change-1,273,311 (-100%)
Value—
UBS Group AG
N/A
Shares— from 687,051
Change-687,051 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 577,435
Change-577,435 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 444,774
Change-444,774 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 433,266
Change-433,266 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 426,169
Change-426,169 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 424,373
Change-424,373 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 304,562
Change-304,562 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 270,170
Change-270,170 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 245,384
Change-245,384 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 221,000
Change-221,000 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 216,000
Change-216,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 192,926
Change-192,926 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 183,117
Change-183,117 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 151,233
Change-151,233 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 148,292
Change-148,292 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 129,536
Change-129,536 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 110,301
Change-110,301 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 100,129
Change-100,129 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 99,870
Change-99,870 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 86,526
Change-86,526 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 85,795
Change-85,795 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 84,857
Change-84,857 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 80,088
Change-80,088 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 62,427
Change-62,427 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 58,365
Change-58,365 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 54,947
Change-54,947 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 54,351
Change-54,351 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,783
Change-49,783 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 47,050
Change-47,050 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 46,478
Change-46,478 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 44,900
Change-44,900 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 42,084
Change-42,084 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 37,903
Change-37,903 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 37,793
Change-37,793 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 37,569
Change-37,569 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 37,232
Change-37,232 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 36,280
Change-36,280 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 34,020
Change-34,020 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 30,012
Change-30,012 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 29,795
Change-29,795 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,002
Change-22,002 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 21,668
Change-21,668 (-100%)
Value—
United Bank
N/A
Shares— from 21,170
Change-21,170 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,988
Change-17,988 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,724
Change-16,724 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,394
Change-14,394 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,280
Change-12,280 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,878
Change-5,878 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 887
Change-887 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Dauntless Investment Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Defender Capital, Llc.
INCREASED6,648,8996,598,899+50,000+1%$8.6M$6.4M-$2.3M2026-10-01
Geode Capital Management, LLC
INCREASED5,339,3545,299,457+39,897+1%$6.9M$5.1M-$1.8M2026-11-06
Fifth Third Bancorp
INCREASED4,900,0004,600,000+300,000+7%$6.0M$4.7M-$1.3M2026-11-05
Hofer & Associates. Inc
NEW506,460—+506,460——$484.0K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED506,460597,263-90,803-15%$782.4K$484.0K-$298.4K2026-10-14
Barclays PLC
DECREASED394,628508,668-114,040-22%$666.4K$377.1K-$289.2K2026-11-06
Bank of New York Mellon Corp
UNCHANGED391,675391,67500%$513.1K$374.3K-$138.8K2026-11-05
LPL Financial LLC
INCREASED191,12226,638+164,484+617%$34.9K$182.7K+$147.8K2026-11-06
Deutsche Bank Ag\
DECREASED160,783183,324-22,541-12%$240.2K$154.4K-$85.8K2026-11-06
Williams Jones Wealth Management, Llc.
UNCHANGED101,300101,30000%$132.7K$96.8K-$35.9K2026-11-05
Connecticut Wealth Management, LLC
NEW86,249—+86,249——$82.4K—2026-10-13
Larson Financial Group LLC
INCREASED40,933150+40,783+27189%$197$39.1K+$38.9K2026-11-05
StoneX Group Inc.
INCREASED29,74717,008+12,739+75%$22.3K$29.7K+$7.4K2026-11-03
Tableaux LLC
NEW29,300—+29,300——$28.0K—2026-10-23
Kestra Advisory Services, LLC
DECREASED27,84737,847-10,000-26%$49.6K$26.6K-$23.0K2026-11-02
Ascentis Independent Advisors
NEW25,245—+25,245——$24.1K—2026-11-03
Beirne Wealth Consulting Services, LLC
DECREASED25,00045,000-20,000-44%$59.0K$23.9K-$35.1K2026-10-19
ProShare Advisors LLC
DECREASED23,13824,129-991-4%$31.6K$22.1K-$9.5K2026-10-29
Principal Financial Group Inc
INCREASED22,50014,103+8,397+60%$18.5K$21.5K+$3.0K2026-11-02
Chapin Davis, Inc.
DECREASED20,00020,029-290%$26.2K$19.1K-$7.1K2026-10-09
Allegheny Financial Group
UNCHANGED20,00020,00000%$26.2K$19.1K-$7.1K2026-11-05
Axxcess Wealth Management, LLC
NEW17,790—+17,790——$17.0K—2026-10-21
Citigroup Inc
DECREASED17,43386,603-69,170-80%$113.5K$16.7K-$96.8K2026-11-04
Xponance LLC
DECREASED17,21917,522-303-2%$23.0K$16.5K-$6.5K2026-11-03
Founders Capital Management
UNCHANGED16,00016,00000%$21.0K$15.3K-$5.7K2026-10-13
Anchyra Partners LLC
NEW15,141—+15,141——$14.5K—2026-10-13
Russell Investments Group, Ltd.
INCREASED15,13614,737+399+3%$19.3K$14.5K-$4.8K2026-11-06
Mesirow Financial Investment Management, Inc.
DECREASED15,00030,000-15,000-50%$39.3K$14.3K-$25.0K2026-11-05
SkyOak Wealth, LLC
UNCHANGED15,00015,00000%$19.7K$14.3K-$5.3K2026-10-28
Elco Management Co., LLC
UNCHANGED15,00015,00000%$19.7K$14.3K-$5.3K2026-10-14
Creative Planning
INCREASED13,77013,600+170+1%$17.8K$13.2K-$4.7K2026-11-02
Abel Hall, LLC
NEW13,090—+13,090——$12.5K—2026-10-19
Piscataqua Savings Bank
UNCHANGED12,49912,49900%$16.2K$11.9K-$4.4K2026-10-21
Farrow Financial, Inc.
UNCHANGED10,64610,64600%$13.9K$10.2K-$3.8K2026-10-30
Lazari Capital Management, Inc.
UNCHANGED10,50010,50000%$13.8K$10.0K-$3.7K2026-10-20
Sigma Planning Corp
NEW10,115—+10,115——$9.7K—2026-10-23
Quadrant Private Wealth Management, LLC
UNCHANGED10,00010,00000%$13.1K$9.6K-$3.5K2026-11-04
Beverly Hills Private Wealth, LLC
UNCHANGED10,00010,00000%$13.1K$9.6K-$3.5K2026-11-04
Thrivent Financial for Lutherans
UNCHANGED10,00010,00000%$13.0K$10-$13.0K2026-11-05
SBI Securities Co., Ltd.
INCREASED8,7667,445+1,321+18%$9.8K$8.4K-$1.4K2026-10-22
Sterling Capital Management LLC
INCREASED6,045647+5,398+834%$848$5.8K+$4.9K2026-10-22
Birch Financial Group, LLC
NEW5,840—+5,840——$5.6K—2026-10-27
Simplex Trading, LLC
NEW4,313—+4,313——$4.1K—2026-11-04
Albion Financial Group
UNCHANGED3,0433,04300%$4.0K$2.9K-$1.1K2026-10-21
Pacifica Partners Inc.
UNCHANGED2,9262,92600%$3.9K$2.6K-$1.3K2026-10-09
Gamma Investing LLC
NEW2,273—+2,273——$2.2K—2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED1,5891,58900%$2.1K$1.5K-$5632026-10-20
TD Waterhouse Canada Inc.
UNCHANGED1,5001,50000%$2.0K$1.4K-$6002026-10-16
Farther Finance Advisors, LLC
INCREASED1,126544+582+107%$713$1.1K+$3632026-10-08
Wolff Wiese Magana LLC
UNCHANGED1,0001,00000%$1.3K$956-$3542026-10-15
SJS Investment Consulting Inc.
NEW298—+298——$285—2026-10-26
Allworth Financial LP
UNCHANGED23023000%$302$302$02026-11-06
Rossby Financial, LCC
UNCHANGED585800%$76$55-$212026-11-05
EverSource Wealth Advisors, LLC
NEW14—+14——$13—2026-11-04
Financial Management Professionals, Inc.
NEW2—+2——$2—2026-10-23
Root Financial Partners, LLC
NEW1—+1——$1—2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED145-44-98%$59$1-$582026-10-29
Commonwealth Equity Services, LLC
CLOSED0102,178-102,178-100%$133.9K$0-$133.9K2026-11-02
Trust Co of Toledo NA
CLOSED083,795-83,795-100%$109.8K$0-$109.8K2026-10-16
State of Wyoming
CLOSED043,879-43,879-100%$57.5K$0-$57.5K2026-10-28
Warwick Investment Management, Inc.
CLOSED011,300-11,300-100%$14.8K$0-$14.8K2026-10-19
WoodTrust Financial Corp
CLOSED010,000-10,000-100%$13.0K$0-$13.0K2026-10-09
Trust Co of Vermont
CLOSED01,553-1,553-100%$2.0K$0-$2.0K2026-10-21
Tradewinds Capital Management, LLC
CLOSED0224-224-100%$294$0-$2942026-10-23
International Assets Investment Management, LLC
CLOSED03-3-100%$4$0-$42026-11-02
Broadwood Capital Inc
N/A—49,560,992-49,560,992-100%$64.9M———
BlackRock, Inc.
N/A—13,186,895-13,186,895-100%$17.3M———
Vanguard Capital Management LLC
N/A—9,054,918-9,054,918-100%$11.9M———
Raffles Associates LP
N/A—5,197,788-5,197,788-100%$6.8M———
Millennium Management LLC
N/A—3,018,567-3,018,567-100%$4.0M———
State Street Corp
N/A—2,314,180-2,314,180-100%$3.0M———
Vanguard Fiduciary Trust Co
N/A—1,668,629-1,668,629-100%$2.2M———
Northern Trust Corp
N/A—1,656,651-1,656,651-100%$2.2M———
Morgan Stanley
N/A—1,471,462-1,471,462-100%$1.9M———
Renaissance Technologies LLC
N/A—1,344,829-1,344,829-100%$1.8M———
Marshall Wace, LLP
N/A—1,282,347-1,282,347-100%$1.7M———
Vanguard Portfolio Management LLC
N/A—1,273,311-1,273,311-100%$1.7M———
UBS Group AG
N/A—687,051-687,051-100%$900.0K———
Charles Schwab Investment Management Inc
N/A—577,435-577,435-100%$756.4K———
Squarepoint Ops LLC
N/A—444,774-444,774-100%$582.7K———
Goldman Sachs Group Inc
N/A—433,266-433,266-100%$567.6K———
Citadel Advisors LLC
N/A—426,169-426,169-100%$558.3K———
Bank of America Corp
N/A—424,373-424,373-100%$555.9K———
Flputnam Investment Management Co
N/A—304,562-304,562-100%$399.0K———
BFC Planning, Inc.
N/A—270,170-270,170-100%$353.9K———
Nuveen, LLC
N/A—245,384-245,384-100%$321.5K———
Bridgeway Capital Management, LLC
N/A—221,000-221,000-100%$289.5K———
McMillan Office, Inc.
N/A—216,000-216,000-100%$283.0K———
FMR LLC
N/A—192,926-192,926-100%$252.7K———
Wells Fargo & Company
N/A—183,117-183,117-100%$239.9K———
Price T Rowe Associates Inc
N/A—151,233-151,233-100%$199.0K———
Raymond James Financial Inc
N/A—148,292-148,292-100%$194.3K———
Rhumbline Advisers
N/A—129,536-129,536-100%$169.7K———
MetLife Investment Management, LLC
N/A—110,301-110,301-100%$144.5K———
Invesco Ltd.
N/A—100,129-100,129-100%$131.2K———
HighTower Advisors, LLC
N/A—99,870-99,870-100%$130.8K———
JPMorgan Chase & Co
N/A—86,526-86,526-100%$116.8K———
Vanguard Global Advisers, LLC
N/A—85,795-85,795-100%$112.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—84,857-84,857-100%$111.2K———
Wealthspire Advisors, LLC
N/A—80,088-80,088-100%$104.9K———
Susquehanna International Group, LLP
N/A—62,427-62,427-100%$81.8K———
XTX Topco Ltd
N/A—58,365-58,365-100%$76.5K———
Two Sigma Investments, LP
N/A—54,947-54,947-100%$72.0K———
Police & Firemen's Retirement System of New Jersey
N/A—54,351-54,351-100%$71.2K———
Jane Street Group, LLC
N/A—49,783-49,783-100%$65.2K———
CIBC World Market Inc.
N/A—47,050-47,050-100%$61.6K———
Voleon Capital Management LP
N/A—46,478-46,478-100%$60.9K———
New York State Common Retirement Fund
N/A—44,900-44,900-100%$58.8K———
Zacks Investment Management
N/A—42,084-42,084-100%$55.1K———
BNP Paribas Financial Markets
N/A—37,903-37,903-100%$49.7K———
Two Sigma Securities, LLC
N/A—37,793-37,793-100%$49.5K———
Intech Investment Management LLC
N/A—37,569-37,569-100%$49.2K———
Voya Investment Management LLC
N/A—37,232-37,232-100%$48.8K———
Virtu Financial LLC
N/A—36,280-36,280-100%$48.0K———
Rathbones Group PLC
N/A—35,000-35,000-100%$45.9K———
Alliancebernstein L.P.
N/A—34,020-34,020-100%$53.8K———
Equitable Holdings, Inc.
N/A—30,012-30,012-100%$39.3K———
Prudential Financial Inc
N/A—29,795-29,795-100%$39.0K———
PFG Investments, LLC
N/A—22,002-22,002-100%$28.8K———
Victory Capital Management Inc
N/A—21,668-21,668-100%$28.4K———
United Bank
N/A—21,170-21,170-100%$27.7K———
Legal & General Group Plc
N/A—17,988-17,988-100%$23.6K———
Ameritas Investment Partners, Inc.
N/A—16,724-16,724-100%$21.9K———
AssuredPartners Investment Advisors, LLC
N/A—16,500-16,500-100%$21.6K———
Elgethun Capital Management
N/A—15,000-15,000-100%$19.7K———
MAI Capital Management
N/A—14,394-14,394-100%$18.9K———
Lafayette Investments, Inc.
N/A—13,000-13,000-100%$17.0K———
Mariner, LLC
N/A—12,280-12,280-100%$16.1K———
CIBC Bancorp USA Inc.
N/A—10,174-10,174-100%$13.3K———
Quadrature Capital Ltd
N/A—10,046-10,046-100%$13.2K———
Boothbay Fund Management, LLC
N/A—10,000-10,000-100%$13.1K———
Tower Research Capital LLC (TRC)
N/A—9,939-9,939-100%$13.0K———
Brown Brothers Harriman & Co
N/A—9,379-9,379-100%$12.3K———
Royal Bank of Canada
N/A—5,991-5,991-100%$8.0K———
Arax Advisory Partners
N/A—5,878-5,878-100%$7.7K———
Rockefeller Capital Management L.P.
N/A—5,309-5,309-100%$7.0K———
Steward Partners Investment Advisory, LLC
N/A—3,800-3,800-100%$5.0K———
California State Teachers Retirement System
N/A—2,538-2,538-100%$3.3K———
Osaic Holdings, Inc.
N/A—2,182-2,182-100%$2.9K———
Jones Financial Companies Lllp
N/A—1,800-1,800-100%$2.3K———
Harbour Investments, Inc.
N/A—1,600-1,600-100%$2.1K———
Global Retirement Partners, LLC
N/A—1,400-1,400-100%$1.8K———
Northwestern Mutual Wealth Management Co
N/A—887-887-100%$1.2K———
Group One Trading LLC
N/A—225-225-100%$295———
Smartleaf Asset Management LLC
N/A—177-177-100%$239———
Dauntless Investment Group, LLC
N/A—100-100-100%$131———
Hantz Financial Services, Inc.
N/A—29-29-100%$0———
Showing 147 of 147 institutions