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Loandepot Inc (LDI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares3,309,819 from 3,933,045
Change-623,226 (-16%)
Value$2.0M (-$3.0M)
Filed 2026-11-06
Wolverine Asset Management LLC
INCREASED
Shares966,984 from 887,784
Change+79,200 (+9%)
Value$571.4K (-$538.3K)
Filed 2026-11-02
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares590,178 from 37,108
Change+553,070 (+1490%)
Value$348.7K (+$302.4K)
Filed 2026-10-20
Leisure Capital Management
UNCHANGED
Shares500,000 from 500,000
Change0 (0%)
Value$295.5K (-$329.6K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares329,017 from 132,335
Change+196,682 (+149%)
Value$194.4K (+$29.0K)
Filed 2026-10-23
Bank of New York Mellon Corp
UNCHANGED
Shares287,322 from 287,322
Change0 (0%)
Value$169.8K (-$189.4K)
Filed 2026-11-05
Imc-Chicago, LLC
DECREASED
Shares195,566 from 230,960
Change-35,394 (-15%)
Value$115.6K (-$173.1K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares135,720 from 105,971
Change+29,749 (+28%)
Value$80.2K (-$52.3K)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares115,814 from 238,028
Change-122,214 (-51%)
Value$68.6K (-$229.2K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares93,310 from 92,610
Change+700 (+1%)
Value$55.1K (-$60.6K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares76,248 from 87,246
Change-10,998 (-13%)
Value$45.0K (-$64.1K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares57,418 from 59,202
Change-1,784 (-3%)
Value$33.9K (-$40.1K)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares51,182 from 39,170
Change+12,012 (+31%)
Value$30.2K (-$18.7K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares49,572 from 49,572
Change0 (0%)
Value$29.3K (-$32.7K)
Filed 2026-10-26
Monaco Asset Management SAM
NEW
Shares45,000
Change+45,000
Value$26.6K
Filed 2026-11-09
Concurrent Investment Advisors, LLC
UNCHANGED
Shares40,310 from 40,310
Change0 (0%)
Value$23.8K (-$26.6K)
Filed 2026-10-16
Anchyra Partners LLC
NEW
Shares36,975
Change+36,975
Value$21.8K
Filed 2026-10-13
Valeo Financial Advisors, LLC
NEW
Shares36,421
Change+36,421
Value$21.5K
Filed 2026-10-08
B. Riley Wealth Advisors, Inc.
NEW
Shares32,100
Change+32,100
Value$19.0K
Filed 2026-10-13
Abel Hall, LLC
NEW
Shares16,599
Change+16,599
Value$9.8K
Filed 2026-10-19
Sincerus Advisory, LLC
UNCHANGED
Shares16,129 from 16,129
Change0 (0%)
Value$9.5K (-$10.6K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares14,348 from 11,729
Change+2,619 (+22%)
Value$8.5K (-$6.2K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares14,318 from 14,930
Change-612 (-4%)
Value$8.5K (-$10.2K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares14,144 from 8,869
Change+5,275 (+59%)
Value$8.4K (-$2.7K)
Filed 2026-10-22
SteelPeak Wealth, LLC
NEW
Shares14,019
Change+14,019
Value$8.3K
Filed 2026-10-16
Traynor Capital Management, Inc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$8.3K (-$9.2K)
Filed 2026-10-29
Vise Technologies, Inc.
NEW
Shares12,694
Change+12,694
Value$7.5K
Filed 2026-10-29
Traveka Wealth, LLC
NEW
Shares12,108
Change+12,108
Value$7.2K
Filed 2026-10-19
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$7.1K (-$7.9K)
Filed 2026-10-19
Xponance LLC
DECREASED
Shares10,625 from 10,813
Change-188 (-2%)
Value$6.3K (-$7.2K)
Filed 2026-11-03
Coldstream Capital Management Inc
NEW
Shares10,152
Change+10,152
Value$6.0K
Filed 2026-11-09
Rubicon Advisors, GP
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$5.9K (-$6.6K)
Filed 2026-10-23
Wagner Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$5.9K (-$6.6K)
Filed 2026-10-21
Harbour Investments, Inc.
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$5.1K (-$5.7K)
Filed 2026-11-09
Citigroup Inc
DECREASED
Shares5,594 from 52,586
Change-46,992 (-89%)
Value$3.3K (-$62.4K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares5,167 from 2,600
Change+2,567 (+99%)
Value$3.1K (-$197)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares5,079 from 5,037
Change+42 (+1%)
Value$3.0K (-$3.3K)
Filed 2026-10-16
Geneos Wealth Management Inc.
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$2.9K (-$3.2K)
Filed 2026-11-09
Trellis Wealth Advisors LLC
NEW
Shares3,000
Change+3,000
Value$1.8K
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares2,722 from 438
Change+2,284 (+521%)
Value$1.6K (+$1.1K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares2,130 from 2,298
Change-168 (-7%)
Value$1.3K (-$1.6K)
Filed 2026-10-22
Parkside Financial Bank & Trust
NEW
Shares1,230
Change+1,230
Value$727
Filed 2026-10-27
Bare Financial Services, Inc
NEW
Shares563
Change+563
Value$333
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$540 ($0)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$59
Filed 2026-10-09
PFS Partners, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$27 (-$30)
Filed 2026-10-21
Blue Trust, Inc.
NEW
Shares32
Change+32
Value$19
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 76,027
Change-76,026 (-100%)
Value$1 (-$95.0K)
Filed 2026-10-29
Wasatch Advisors LP
CLOSED
Shares0 from 2,296,300
Change-2,296,300 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Squarepoint Ops LLC
CLOSED
Shares0 from 55,925
Change-55,925 (-100%)
Value$0 (-$69.9K)
Filed 2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 12,027
Change-12,027 (-100%)
Value$0 (-$15.0K)
Filed 2026-11-02
Park Avenue Securities LLC
CLOSED
Shares0 from 10,838
Change-10,838 (-100%)
Value$0 (-$14)
Filed 2026-10-26
Bfsg, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$893)
Filed 2026-11-04
Essential Partners LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$341)
Filed 2026-10-14
Assetmark, Inc
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$303)
Filed 2026-10-21
Avion Wealth
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 ($0)
Filed 2026-11-04
True Wealth Design, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$25)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 10,846,271
Change-10,846,271 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 6,054,886
Change-6,054,886 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,229,295
Change-2,229,295 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,200,895
Change-2,200,895 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,998,388
Change-1,998,388 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,911,018
Change-1,911,018 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,569,918
Change-1,569,918 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,205,091
Change-1,205,091 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,147,784
Change-1,147,784 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,092,883
Change-1,092,883 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,025,168
Change-1,025,168 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 945,352
Change-945,352 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 810,287
Change-810,287 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 785,323
Change-785,323 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 765,780
Change-765,780 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 675,096
Change-675,096 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 536,747
Change-536,747 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 505,480
Change-505,480 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 503,600
Change-503,600 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 473,683
Change-473,683 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 386,128
Change-386,128 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 379,800
Change-379,800 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 368,145
Change-368,145 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 355,248
Change-355,248 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 302,803
Change-302,803 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 300,520
Change-300,520 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 277,526
Change-277,526 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 227,820
Change-227,820 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 185,004
Change-185,004 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 136,380
Change-136,380 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 119,753
Change-119,753 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 108,587
Change-108,587 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 108,267
Change-108,267 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 91,130
Change-91,130 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 86,905
Change-86,905 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 79,527
Change-79,527 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 78,887
Change-78,887 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 76,287
Change-76,287 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 70,764
Change-70,764 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 69,314
Change-69,314 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 52,507
Change-52,507 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 51,814
Change-51,814 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 47,273
Change-47,273 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 47,099
Change-47,099 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 42,539
Change-42,539 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 40,597
Change-40,597 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 37,293
Change-37,293 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 37,291
Change-37,291 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 37,108
Change-37,108 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 34,570
Change-34,570 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 28,511
Change-28,511 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 27,921
Change-27,921 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 27,727
Change-27,727 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 26,994
Change-26,994 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 26,200
Change-26,200 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,650
Change-22,650 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 17,010
Change-17,010 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,246
Change-14,246 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 12,750
Change-12,750 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,674
Change-12,674 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 12,381
Change-12,381 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 11,494
Change-11,494 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,494
Change-11,494 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,415
Change-11,415 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,655
Change-10,655 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,794
Change-6,794 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 332
Change-332 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED3,309,8193,933,045-623,226-16%$4.9M$2.0M-$3.0M2026-11-06
Wolverine Asset Management LLC
INCREASED966,984887,784+79,200+9%$1.1M$571.4K-$538.3K2026-11-02
Kingsbury Capital Investment Advisors LLC
INCREASED590,17837,108+553,070+1490%$46.4K$348.7K+$302.4K2026-10-20
Leisure Capital Management
UNCHANGED500,000500,00000%$625.0K$295.5K-$329.6K2026-11-03
Citizens Financial Group Inc
INCREASED329,017132,335+196,682+149%$165.4K$194.4K+$29.0K2026-10-23
Bank of New York Mellon Corp
UNCHANGED287,322287,32200%$359.2K$169.8K-$189.4K2026-11-05
Imc-Chicago, LLC
DECREASED195,566230,960-35,394-15%$288.7K$115.6K-$173.1K2026-11-05
Barclays PLC
INCREASED135,720105,971+29,749+28%$132.5K$80.2K-$52.3K2026-11-06
Dimensional Fund Advisors LP
DECREASED115,814238,028-122,214-51%$297.8K$68.6K-$229.2K2026-11-04
LPL Financial LLC
INCREASED93,31092,610+700+1%$115.8K$55.1K-$60.6K2026-11-06
Deutsche Bank Ag\
DECREASED76,24887,246-10,998-13%$109.1K$45.0K-$64.1K2026-11-06
Russell Investments Group, Ltd.
DECREASED57,41859,202-1,784-3%$74.0K$33.9K-$40.1K2026-11-06
Simplex Trading, LLC
INCREASED51,18239,170+12,012+31%$49.0K$30.2K-$18.7K2026-11-04
TFC Financial Management, Inc.
UNCHANGED49,57249,57200%$62.0K$29.3K-$32.7K2026-10-26
Monaco Asset Management SAM
NEW45,000—+45,000——$26.6K—2026-11-09
Concurrent Investment Advisors, LLC
UNCHANGED40,31040,31000%$50.4K$23.8K-$26.6K2026-10-16
Anchyra Partners LLC
NEW36,975—+36,975——$21.8K—2026-10-13
Valeo Financial Advisors, LLC
NEW36,421—+36,421——$21.5K—2026-10-08
B. Riley Wealth Advisors, Inc.
NEW32,100—+32,100——$19.0K—2026-10-13
Abel Hall, LLC
NEW16,599—+16,599——$9.8K—2026-10-19
Sincerus Advisory, LLC
UNCHANGED16,12916,12900%$20.2K$9.5K-$10.6K2026-10-09
Creative Planning
INCREASED14,34811,729+2,619+22%$14.7K$8.5K-$6.2K2026-11-02
ProShare Advisors LLC
DECREASED14,31814,930-612-4%$18.7K$8.5K-$10.2K2026-10-29
SBI Securities Co., Ltd.
INCREASED14,1448,869+5,275+59%$11.1K$8.4K-$2.7K2026-10-22
SteelPeak Wealth, LLC
NEW14,019—+14,019——$8.3K—2026-10-16
Traynor Capital Management, Inc.
UNCHANGED14,00014,00000%$17.5K$8.3K-$9.2K2026-10-29
Vise Technologies, Inc.
NEW12,694—+12,694——$7.5K—2026-10-29
Traveka Wealth, LLC
NEW12,108—+12,108——$7.2K—2026-10-19
Spectrum Asset Management, Inc. (NB )
UNCHANGED12,00012,00000%$15.0K$7.1K-$7.9K2026-10-19
Xponance LLC
DECREASED10,62510,813-188-2%$13.5K$6.3K-$7.2K2026-11-03
Coldstream Capital Management Inc
NEW10,152—+10,152——$6.0K—2026-11-09
Rubicon Advisors, GP
UNCHANGED10,00010,00000%$12.5K$5.9K-$6.6K2026-10-23
Wagner Wealth Management, LLC
UNCHANGED10,00010,00000%$12.5K$5.9K-$6.6K2026-10-21
Harbour Investments, Inc.
UNCHANGED8,6508,65000%$10.8K$5.1K-$5.7K2026-11-09
Citigroup Inc
DECREASED5,59452,586-46,992-89%$65.7K$3.3K-$62.4K2026-11-04
Farther Finance Advisors, LLC
INCREASED5,1672,600+2,567+99%$3.3K$3.1K-$1972026-10-08
IFP Advisors, Inc
INCREASED5,0795,037+42+1%$6.3K$3.0K-$3.3K2026-10-16
Geneos Wealth Management Inc.
UNCHANGED4,9154,91500%$6.1K$2.9K-$3.2K2026-11-09
Trellis Wealth Advisors LLC
NEW3,000—+3,000——$1.8K—2026-10-19
Gamma Investing LLC
INCREASED2,722438+2,284+521%$548$1.6K+$1.1K2026-10-08
Sterling Capital Management LLC
DECREASED2,1302,298-168-7%$2.9K$1.3K-$1.6K2026-10-22
Parkside Financial Bank & Trust
NEW1,230—+1,230——$727—2026-10-27
Bare Financial Services, Inc
NEW563—+563——$333—2026-11-04
Allworth Financial LP
UNCHANGED43243200%$540$540$02026-11-06
GK Wealth Management LLC
NEW100—+100——$59—2026-10-09
PFS Partners, LLC
UNCHANGED454500%$57$27-$302026-10-21
Blue Trust, Inc.
NEW32—+32——$19—2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED176,027-76,026-100%$95.0K$1-$95.0K2026-10-29
Wasatch Advisors LP
CLOSED02,296,300-2,296,300-100%$2.9M$0-$2.9M2026-10-13
Squarepoint Ops LLC
CLOSED055,925-55,925-100%$69.9K$0-$69.9K2026-11-09
Cambridge Investment Research Advisors, Inc.
CLOSED012,027-12,027-100%$15.0K$0-$15.0K2026-11-02
Park Avenue Securities LLC
CLOSED010,838-10,838-100%$14$0-$142026-10-26
Bfsg, LLC
CLOSED01,000-1,000-100%$1.3K$0-$1.3K2026-10-30
EverSource Wealth Advisors, LLC
CLOSED0714-714-100%$893$0-$8932026-11-04
Essential Partners LLC
CLOSED0273-273-100%$341$0-$3412026-10-14
Assetmark, Inc
CLOSED0242-242-100%$303$0-$3032026-10-21
Avion Wealth
CLOSED053-53-100%$0$0$02026-11-04
True Wealth Design, LLC
CLOSED020-20-100%$25$0-$252026-10-13
BlackRock, Inc.
N/A—10,846,271-10,846,271-100%$13.6M———
Vanguard Capital Management LLC
N/A—6,054,886-6,054,886-100%$7.6M———
Allianz Asset Management GmbH
N/A—2,229,295-2,229,295-100%$2.8M———
State Street Corp
N/A—2,200,895-2,200,895-100%$2.8M———
Charles Schwab Investment Management Inc
N/A—1,998,388-1,998,388-100%$2.5M———
Knightsbridge Asset Management, LLC
N/A—1,911,018-1,911,018-100%$2.4M———
Millennium Management LLC
N/A—1,569,918-1,569,918-100%$2.0M———
Vanguard Fiduciary Trust Co
N/A—1,205,091-1,205,091-100%$1.5M———
BW Gestao de Investimentos Ltda.
N/A—1,147,784-1,147,784-100%$1.4M———
Northern Trust Corp
N/A—1,092,883-1,092,883-100%$1.4M———
UBS Group AG
N/A—1,025,168-1,025,168-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—945,352-945,352-100%$1.2M———
Susquehanna International Group, LLP
N/A—810,287-810,287-100%$1.0M———
Goldman Sachs Group Inc
N/A—785,323-785,323-100%$981.7K———
Citadel Advisors LLC
N/A—765,780-765,780-100%$957.2K———
Nuveen, LLC
N/A—675,096-675,096-100%$843.9K———
Bank of America Corp
N/A—536,747-536,747-100%$670.9K———
Invesco Ltd.
N/A—505,480-505,480-100%$631.9K———
Renaissance Technologies LLC
N/A—503,600-503,600-100%$629.5K———
Cetera Investment Advisers
N/A—473,683-473,683-100%$592.1K———
LOS Angeles Capital Management LLC
N/A—386,128-386,128-100%$482.7K———
Cannell & Spears LLC
N/A—379,800-379,800-100%$474.8K———
Morgan Stanley
N/A—368,145-368,145-100%$460.2K———
Tudor Investment Corp ET AL
N/A—355,248-355,248-100%$444.1K———
Cerity Partners LLC
N/A—302,803-302,803-100%$378.5K———
Lazard Asset Management LLC
N/A—300,520-300,520-100%$375.7K———
Cullen Capital Management, LLC
N/A—277,526-277,526-100%$346.9K———
Bridgeway Capital Management, LLC
N/A—250,000-250,000-100%$312.5K———
AQR Capital Management LLC
N/A—227,820-227,820-100%$284.8K———
BNP Paribas Financial Markets
N/A—185,004-185,004-100%$231.3K———
Purpose Unlimited Inc.
N/A—136,380-136,380-100%$170.5K———
Focus Partners Advisor Solutions, LLC
N/A—119,753-119,753-100%$149.7K———
XTX Topco Ltd
N/A—108,587-108,587-100%$135.7K———
Wells Fargo & Company
N/A—108,267-108,267-100%$135.3K———
Prelude Capital Management, LLC
N/A—100,000-100,000-100%$125.0K———
Jane Street Group, LLC
N/A—91,130-91,130-100%$113.9K———
Vanguard Global Advisers, LLC
N/A—86,905-86,905-100%$108.6K———
Rhumbline Advisers
N/A—79,527-79,527-100%$99.4K———
Price T Rowe Associates Inc
N/A—78,887-78,887-100%$99.0K———
Royal Bank of Canada
N/A—76,287-76,287-100%$96.0K———
Franklin Resources Inc
N/A—70,764-70,764-100%$88.5K———
Quadrature Capital Ltd
N/A—69,314-69,314-100%$86.6K———
Alliancebernstein L.P.
N/A—66,000-66,000-100%$93.7K———
Requisite Capital Management, LLC
N/A—60,000-60,000-100%$75.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—52,507-52,507-100%$65.6K———
Osaic Holdings, Inc.
N/A—51,814-51,814-100%$64.8K———
JPMorgan Chase & Co
N/A—47,273-47,273-100%$60.5K———
Vanguard Personalized Indexing Management, LLC
N/A—47,099-47,099-100%$58.9K———
MAI Capital Management
N/A—42,539-42,539-100%$53.2K———
HSBC Holdings PLC
N/A—40,597-40,597-100%$52.2K———
IEQ Capital, LLC
N/A—37,293-37,293-100%$46.6K———
Virtu Financial LLC
N/A—37,291-37,291-100%$47.0K———
KMT Wealth Management, LLC
N/A—37,108-37,108-100%$46.4K———
Envestnet Asset Management Inc
N/A—34,570-34,570-100%$43.2K———
Xcelsior Advisor Partners LLC
N/A—30,800-30,800-100%$38.5K———
SEI Investments Co
N/A—28,511-28,511-100%$35.6K———
SG Americas Securities, LLC
N/A—27,921-27,921-100%$35.0K———
Wilshire Advisors LLC
N/A—27,727-27,727-100%$34.7K———
Intech Investment Management LLC
N/A—26,994-26,994-100%$33.7K———
New York State Common Retirement Fund
N/A—26,200-26,200-100%$32.8K———
Police & Firemen's Retirement System of New Jersey
N/A—22,650-22,650-100%$28.3K———
Prudential Financial Inc
N/A—17,010-17,010-100%$21.3K———
Capstone Financial Advisors, Inc.
N/A—15,000-15,000-100%$18.8K———
Insigneo Advisory Services, LLC
N/A—14,246-14,246-100%$17.8K———
Victory Capital Management Inc
N/A—12,750-12,750-100%$15.9K———
United Capital Financial Advisors, LLC
N/A—12,674-12,674-100%$15.8K———
Group One Trading LLC
N/A—12,381-12,381-100%$15.5K———
Mercer Global Advisors Inc
N/A—12,019-12,019-100%$15.0K———
Legal & General Group Plc
N/A—11,628-11,628-100%$14.5K———
Dynamic Technology Lab Private Ltd
N/A—11,494-11,494-100%$14.0K———
Tower Research Capital LLC (TRC)
N/A—11,494-11,494-100%$14.4K———
FMR LLC
N/A—11,415-11,415-100%$14.3K———
EP Wealth Advisors, LLC
N/A—10,655-10,655-100%$13.3K———
Raymond James Financial Inc
N/A—10,381-10,381-100%$13.0K———
Ameritas Investment Partners, Inc.
N/A—8,336-8,336-100%$10.4K———
Arax Advisory Partners
N/A—6,794-6,794-100%$8.5K———
Jones Financial Companies Lllp
N/A—6,604-6,604-100%$7.9K———
Public Employees Retirement System of Ohio
N/A—6,291-6,291-100%$7.9K———
Steward Partners Investment Advisory, LLC
N/A—5,000-5,000-100%$6.3K———
California State Teachers Retirement System
N/A—1,407-1,407-100%$1.8K———
Global Retirement Partners, LLC
N/A—816-816-100%$1.0K———
Bogart Wealth, LLC
N/A—563-563-100%$704———
Aventura Private Wealth, LLC
N/A—332-332-100%$415———
Rockefeller Capital Management L.P.
N/A—102-102-100%$128———
Transamerica Financial Advisors, LLC
N/A—48-48-100%$60———
Showing 143 of 143 institutions