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Marinemax Inc (HZO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
DECREASED
Shares883,627 from 930,530
Change-46,903 (-5%)
Value$46.2M (+$12.1M)
Filed 2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares222,490 from 222,490
Change0 (0%)
Value$11.6M (+$3.5M)
Filed 2026-10-30
Levin Capital Strategies, L.P.
DECREASED
Shares213,263 from 428,047
Change-214,784 (-50%)
Value$11.2M (-$4.5M)
Filed 2026-11-02
ABC Arbitrage SA
NEW
Shares140,605
Change+140,605
Value$7.4M
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares124,561 from 123,846
Change+715 (+1%)
Value$6.5M (+$2.0M)
Filed 2026-11-05
Lawson Kroeker Investment Management Inc
DECREASED
Shares110,597 from 117,752
Change-7,155 (-6%)
Value$5.8M (+$1.5M)
Filed 2026-10-22
Simcoe Capital LLC
DECREASED
Shares110,145 from 221,470
Change-111,325 (-50%)
Value$5.8M (-$2.3M)
Filed 2026-11-05
Chicago Capital Management, LLC
NEW
Shares106,294
Change+106,294
Value$4.2M
Filed 2026-10-21
Gagnon Securities LLC
DECREASED
Shares103,184 from 211,480
Change-108,296 (-51%)
Value$5.4M (-$2.3M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares93,957 from 93,695
Change+262 (+0%)
Value$4.9M (+$1.5M)
Filed 2026-11-02
Tokio Marine Asset Management Co LTD
NEW
Shares68,200
Change+68,200
Value$3.6M
Filed 2026-10-26
New York Life Investment Management LLC
NEW
Shares50,736
Change+50,736
Value$2.7M
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares44,793 from 14,511
Change+30,282 (+209%)
Value$2.3M (+$1.8M)
Filed 2026-11-04
Versor Investments LP
NEW
Shares40,552
Change+40,552
Value$2.1M
Filed 2026-10-23
Creative Planning
INCREASED
Shares36,939 from 30,150
Change+6,789 (+23%)
Value$1.9M (+$827.8K)
Filed 2026-11-02
SWS Partners
UNCHANGED
Shares29,957 from 29,957
Change0 (0%)
Value$1.6M (+$469.7K)
Filed 2026-10-26
Wolverine Asset Management LLC
NEW
Shares21,658
Change+21,658
Value$1.1M
Filed 2026-11-02
Strs Ohio
NEW
Shares21,100
Change+21,100
Value$1.1M
Filed 2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED
Shares17,600 from 17,600
Change0 (0%)
Value$920.5K (+$276.0K)
Filed 2026-10-23
OP Asset Management Ltd
UNCHANGED
Shares13,590 from 13,590
Change0 (0%)
Value$710.8K (+$213.1K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares12,503 from 12,729
Change-226 (-2%)
Value$654 (-$465.3K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares10,004 from 10,960
Change-956 (-9%)
Value$523.2K (+$121.9K)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares9,977 from 10,061
Change-84 (-1%)
Value$522 (-$367.5K)
Filed 2026-10-22
ProShare Advisors LLC
NEW
Shares9,779
Change+9,779
Value$511.4K
Filed 2026-10-29
Louisiana State Employees Retirement System
DECREASED
Shares8,400 from 8,500
Change-100 (-1%)
Value$439.3K (+$128.1K)
Filed 2026-10-20
DCF Advisers, LLC
DECREASED
Shares7,500 from 57,500
Change-50,000 (-87%)
Value$392.3K (-$1.7M)
Filed 2026-11-04
Vise Technologies, Inc.
NEW
Shares7,024
Change+7,024
Value$367.4K
Filed 2026-10-29
Arizona State Retirement System
INCREASED
Shares5,583 from 5,470
Change+113 (+2%)
Value$292.0K (+$91.7K)
Filed 2026-11-03
Amalgamated Bank
NEW
Shares5,106
Change+5,106
Value$267
Filed 2026-10-23
Yousif Capital Management, LLC
NEW
Shares4,975
Change+4,975
Value$260.2K
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares4,632
Change+4,632
Value$242.3K
Filed 2026-11-03
State of Alaska, Department of Revenue
DECREASED
Shares4,425 from 6,384
Change-1,959 (-31%)
Value$231 (-$232.8K)
Filed 2026-10-15
Oregon Public Employees Retirement Fund
UNCHANGED
Shares4,423 from 4,423
Change0 (0%)
Value$231.3K (+$69.4K)
Filed 2026-10-30
Maryland State Retirement & Pension System
NEW
Shares4,407
Change+4,407
Value$230.5K
Filed 2026-11-05
Compound Planning, Inc.
NEW
Shares4,277
Change+4,277
Value$223.7K
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,951 from 4,162
Change-211 (-5%)
Value$206.6K (+$54.2K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares2,505 from 1,941
Change+564 (+29%)
Value$131.0K (+$59.9K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
INCREASED
Shares1,754 from 1,235
Change+519 (+42%)
Value$91.7K (+$46.5K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares1,543 from 1,534
Change+9 (+1%)
Value$80.7K (+$24.5K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares1,500 from 1,496
Change+4 (+0%)
Value$78.5K (+$23.7K)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$35.2K (+$10.6K)
Filed 2026-10-02
Exchange Traded Concepts, LLC
NEW
Shares630
Change+630
Value$32.9K
Filed 2026-10-28
Fortitude Family Office, LLC
NEW
Shares438
Change+438
Value$22.9K
Filed 2026-10-14
Harbor Capital Advisors, Inc.
DECREASED
Shares406 from 410
Change-4 (-1%)
Value$21 (-$15.0K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.9K (+$6.3K)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares390 from 404
Change-14 (-3%)
Value$20.4K (+$5.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares369 from 498
Change-129 (-26%)
Value$19.3K (+$1.1K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares350 from 322
Change+28 (+9%)
Value$18.3K (+$6.5K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$3.8K (+$1.1K)
Filed 2026-10-05
Parallel Advisors, LLC
DECREASED
Shares55 from 386
Change-331 (-86%)
Value$2.9K (-$11.3K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares44 from 54
Change-10 (-19%)
Value$2.3K (+$324)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares42 from 36
Change+6 (+17%)
Value$2.2K (+$879)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares41 from 17
Change+24 (+141%)
Value$2.1K (+$1.5K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares26 from 11
Change+15 (+136%)
Value$1.4K (+$957)
Filed 2026-10-22
Farmers & Merchants Investments Inc
INCREASED
Shares22 from 14
Change+8 (+57%)
Value$1.2K (+$638)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares18 from 45
Change-27 (-60%)
Value$942 (-$705)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares18 from 12
Change+6 (+50%)
Value$942 (+$502)
Filed 2026-10-26
Parkside Financial Bank & Trust
NEW
Shares15
Change+15
Value$785
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares14
Change+14
Value$732
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares14
Change+14
Value$732
Filed 2026-10-19
Assetmark, Inc
NEW
Shares12
Change+12
Value$628
Filed 2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$314 (+$94)
Filed 2026-10-09
Valley National Advisers Inc
NEW
Shares5
Change+5
Value$262
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares4 from 10
Change-6 (-60%)
Value$209 (-$157)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares4 from 9
Change-5 (-56%)
Value$209 (-$121)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$210 (+$63)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares3
Change+3
Value$156
Filed 2026-11-03
Financial Consulate, Inc
NEW
Shares1
Change+1
Value$53
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$52
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$52 (+$15)
Filed 2026-10-08
Gagnon Advisors, LLC
CLOSED
Shares0 from 97,242
Change-97,242 (-100%)
Value$0 (-$3.6M)
Filed 2026-11-06
CenterBook Partners LP
CLOSED
Shares0 from 64,419
Change-64,419 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-02
Sierra Summit Advisors LLC
CLOSED
Shares0 from 35,220
Change-35,220 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 26,393
Change-26,393 (-100%)
Value$0 (-$966.5K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 19,359
Change-19,359 (-100%)
Value$0 (-$708.9K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 7,033
Change-7,033 (-100%)
Value$0 (-$257.5K)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$37.1K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$220)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$73)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 3,178,923
Change-3,178,923 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,275,099
Change-2,275,099 (-100%)
Value—
State Street Corp
N/A
Shares— from 958,459
Change-958,459 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 873,046
Change-873,046 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 566,666
Change-566,666 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 508,014
Change-508,014 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 503,144
Change-503,144 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 486,271
Change-486,271 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 460,372
Change-460,372 (-100%)
Value—
Divisadero Street Capital Management, LP
N/A
Shares— from 455,971
Change-455,971 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 446,057
Change-446,057 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 378,452
Change-378,452 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 372,680
Change-372,680 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 344,358
Change-344,358 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 289,839
Change-289,839 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 235,148
Change-235,148 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 211,415
Change-211,415 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 207,781
Change-207,781 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 180,021
Change-180,021 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 176,865
Change-176,865 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 168,300
Change-168,300 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 168,169
Change-168,169 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 167,777
Change-167,777 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 139,319
Change-139,319 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 128,585
Change-128,585 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 121,154
Change-121,154 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 120,030
Change-120,030 (-100%)
Value—
UBS Group AG
N/A
Shares— from 114,822
Change-114,822 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 111,769
Change-111,769 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 109,439
Change-109,439 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 106,128
Change-106,128 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 98,388
Change-98,388 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 96,978
Change-96,978 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 93,048
Change-93,048 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 81,245
Change-81,245 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 81,023
Change-81,023 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 79,528
Change-79,528 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 67,802
Change-67,802 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 67,082
Change-67,082 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 66,556
Change-66,556 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 64,604
Change-64,604 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 63,887
Change-63,887 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 56,388
Change-56,388 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 53,087
Change-53,087 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 51,434
Change-51,434 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 49,016
Change-49,016 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 47,668
Change-47,668 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 43,206
Change-43,206 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 41,227
Change-41,227 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 39,800
Change-39,800 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 38,777
Change-38,777 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 36,650
Change-36,650 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,811
Change-33,811 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 31,474
Change-31,474 (-100%)
Value—
Barclays PLC
N/A
Shares— from 30,074
Change-30,074 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 22,136
Change-22,136 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 20,904
Change-20,904 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 20,852
Change-20,852 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,380
Change-17,380 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 16,350
Change-16,350 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,735
Change-14,735 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,889
Change-11,889 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,577
Change-9,577 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 9,232
Change-9,232 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,784
Change-7,784 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Amundi
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 847
Change-847 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 572
Change-572 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 348
Change-348 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 281
Change-281 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 194
Change-194 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 130
Change-130 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Quarry LP
N/A
Shares— from 25
Change-25 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
DECREASED883,627930,530-46,903-5%$34.1M$46.2M+$12.1M2026-11-04
Prescott Group Capital Management, L.L.C.
UNCHANGED222,490222,49000%$8.1M$11.6M+$3.5M2026-10-30
Levin Capital Strategies, L.P.
DECREASED213,263428,047-214,784-50%$15.7M$11.2M-$4.5M2026-11-02
ABC Arbitrage SA
NEW140,605—+140,605——$7.4M—2026-10-23
Bank of New York Mellon Corp
INCREASED124,561123,846+715+1%$4.5M$6.5M+$2.0M2026-11-05
Lawson Kroeker Investment Management Inc
DECREASED110,597117,752-7,155-6%$4.3M$5.8M+$1.5M2026-10-22
Simcoe Capital LLC
DECREASED110,145221,470-111,325-50%$8.1M$5.8M-$2.3M2026-11-05
Chicago Capital Management, LLC
NEW106,294—+106,294——$4.2M—2026-10-21
Gagnon Securities LLC
DECREASED103,184211,480-108,296-51%$7.7M$5.4M-$2.3M2026-11-05
Principal Financial Group Inc
INCREASED93,95793,695+262+0%$3.4M$4.9M+$1.5M2026-11-02
Tokio Marine Asset Management Co LTD
NEW68,200—+68,200——$3.6M—2026-10-26
New York Life Investment Management LLC
NEW50,736—+50,736——$2.7M—2026-11-04
Citigroup Inc
INCREASED44,79314,511+30,282+209%$531.4K$2.3M+$1.8M2026-11-04
Versor Investments LP
NEW40,552—+40,552——$2.1M—2026-10-23
Creative Planning
INCREASED36,93930,150+6,789+23%$1.1M$1.9M+$827.8K2026-11-02
SWS Partners
UNCHANGED29,95729,95700%$1.1M$1.6M+$469.7K2026-10-26
Wolverine Asset Management LLC
NEW21,658—+21,658——$1.1M—2026-11-02
Strs Ohio
NEW21,100—+21,100——$1.1M—2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED17,60017,60000%$644.5K$920.5K+$276.0K2026-10-23
OP Asset Management Ltd
UNCHANGED13,59013,59000%$497.7K$710.8K+$213.1K2026-11-05
Thrivent Financial for Lutherans
DECREASED12,50312,729-226-2%$466.0K$654-$465.3K2026-11-05
Illinois Municipal Retirement Fund
DECREASED10,00410,960-956-9%$401.4K$523.2K+$121.9K2026-11-05
New York State Teachers Retirement System
DECREASED9,97710,061-84-1%$368.0K$522-$367.5K2026-10-22
ProShare Advisors LLC
NEW9,779—+9,779——$511.4K—2026-10-29
Louisiana State Employees Retirement System
DECREASED8,4008,500-100-1%$311.3K$439.3K+$128.1K2026-10-20
DCF Advisers, LLC
DECREASED7,50057,500-50,000-87%$2.1M$392.3K-$1.7M2026-11-04
Vise Technologies, Inc.
NEW7,024—+7,024——$367.4K—2026-10-29
Arizona State Retirement System
INCREASED5,5835,470+113+2%$200.3K$292.0K+$91.7K2026-11-03
Amalgamated Bank
NEW5,106—+5,106——$267—2026-10-23
Yousif Capital Management, LLC
NEW4,975—+4,975——$260.2K—2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW4,632—+4,632——$242.3K—2026-11-03
State of Alaska, Department of Revenue
DECREASED4,4256,384-1,959-31%$233.0K$231-$232.8K2026-10-15
Oregon Public Employees Retirement Fund
UNCHANGED4,4234,42300%$162.0K$231.3K+$69.4K2026-10-30
Maryland State Retirement & Pension System
NEW4,407—+4,407——$230.5K—2026-11-05
Compound Planning, Inc.
NEW4,277—+4,277——$223.7K—2026-11-05
Fifth Third Bancorp
DECREASED3,9514,162-211-5%$152.4K$206.6K+$54.2K2026-11-05
Gamma Investing LLC
INCREASED2,5051,941+564+29%$71.1K$131.0K+$59.9K2026-10-08
Nisa Investment Advisors, LLC
INCREASED1,7541,235+519+42%$45.2K$91.7K+$46.5K2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED1,5431,534+9+1%$56.2K$80.7K+$24.5K2026-10-27
US Bancorp \de\
INCREASED1,5001,496+4+0%$54.8K$78.5K+$23.7K2026-11-05
Versant Capital Management, Inc
UNCHANGED67367300%$24.6K$35.2K+$10.6K2026-10-02
Exchange Traded Concepts, LLC
NEW630—+630——$32.9K—2026-10-28
Fortitude Family Office, LLC
NEW438—+438——$22.9K—2026-10-14
Harbor Capital Advisors, Inc.
DECREASED406410-4-1%$15.0K$21-$15.0K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED40040000%$14.6K$20.9K+$6.3K2026-10-21
Sterling Capital Management LLC
DECREASED390404-14-3%$14.8K$20.4K+$5.6K2026-10-22
Farther Finance Advisors, LLC
DECREASED369498-129-26%$18.2K$19.3K+$1.1K2026-10-08
Larson Financial Group LLC
INCREASED350322+28+9%$11.8K$18.3K+$6.5K2026-11-05
MassMutual Private Wealth & Trust, FSB
UNCHANGED737300%$2.7K$3.8K+$1.1K2026-10-05
Parallel Advisors, LLC
DECREASED55386-331-86%$14.1K$2.9K-$11.3K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED4454-10-19%$2.0K$2.3K+$3242026-10-20
Silver Grove Financial Group, Inc.
INCREASED4236+6+17%$1.3K$2.2K+$8792026-11-05
Signaturefd, LLC
INCREASED4117+24+141%$623$2.1K+$1.5K2026-10-23
SBI Securities Co., Ltd.
INCREASED2611+15+136%$403$1.4K+$9572026-10-22
Farmers & Merchants Investments Inc
INCREASED2214+8+57%$513$1.2K+$6382026-10-22
EverSource Wealth Advisors, LLC
DECREASED1845-27-60%$1.6K$942-$7052026-11-04
SJS Investment Consulting Inc.
INCREASED1812+6+50%$440$942+$5022026-10-26
Parkside Financial Bank & Trust
NEW15—+15——$785—2026-10-27
Root Financial Partners, LLC
NEW14—+14——$732—2026-10-21
UMB Private Wealth Management, LLC
NEW14—+14——$732—2026-10-19
Assetmark, Inc
NEW12—+12——$628—2026-10-21
Gilpin Wealth Management, LLC
UNCHANGED6600%$220$314+$942026-10-09
Valley National Advisers Inc
NEW5—+5——$262—2026-10-23
IFP Advisors, Inc
DECREASED410-6-60%$366$209-$1572026-10-16
Essential Partners LLC
DECREASED49-5-56%$330$209-$1212026-10-14
JFS Wealth Advisors, LLC
UNCHANGED4400%$147$210+$632026-11-03
Ascentis Wealth Management, LLC
NEW3—+3——$156—2026-11-03
Financial Consulate, Inc
NEW1—+1——$53—2026-10-23
Provenance Wealth Advisors, LLC
NEW1—+1——$52—2026-10-30
Davis Capital Management
UNCHANGED1100%$37$52+$152026-10-08
Gagnon Advisors, LLC
CLOSED097,242-97,242-100%$3.6M$0-$3.6M2026-11-06
CenterBook Partners LP
CLOSED064,419-64,419-100%$2.4M$0-$2.4M2026-11-02
Sierra Summit Advisors LLC
CLOSED035,220-35,220-100%$1.3M$0-$1.3M2026-10-28
SummerHaven Investment Management, LLC
CLOSED026,393-26,393-100%$966.5K$0-$966.5K2026-10-19
Y-Intercept (Hong Kong) Ltd
CLOSED019,359-19,359-100%$708.9K$0-$708.9K2026-10-16
Crossmark Global Holdings, Inc.
CLOSED07,033-7,033-100%$257.5K$0-$257.5K2026-10-21
Simplex Trading, LLC
CLOSED01,012-1,012-100%$37.1K$0-$37.1K2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED06-6-100%$220$0-$2202026-10-07
Plante Moran Financial Advisors, LLC
CLOSED02-2-100%$73$0-$732026-11-04
BlackRock, Inc.
N/A—3,178,923-3,178,923-100%$116.4M———
American Century Companies Inc
N/A—2,275,099-2,275,099-100%$83.3M———
State Street Corp
N/A—958,459-958,459-100%$35.1M———
Vanguard Capital Management LLC
N/A—873,046-873,046-100%$32.0M———
Royce & Associates LP
N/A—566,666-566,666-100%$20.8M———
Geode Capital Management, LLC
N/A—508,014-508,014-100%$18.6M———
Vanguard Portfolio Management LLC
N/A—503,144-503,144-100%$18.4M———
Charles Schwab Investment Management Inc
N/A—486,271-486,271-100%$17.8M———
Invesco Ltd.
N/A—460,372-460,372-100%$16.9M———
Divisadero Street Capital Management, LP
N/A—455,971-455,971-100%$16.7M———
Goldman Sachs Group Inc
N/A—446,057-446,057-100%$16.3M———
First Eagle Investment Management, LLC
N/A—378,452-378,452-100%$13.9M———
Boothbay Fund Management, LLC
N/A—372,680-372,680-100%$13.6M———
Portolan Capital Management, LLC
N/A—344,358-344,358-100%$12.6M———
JPMorgan Chase & Co
N/A—289,839-289,839-100%$10.7M———
Shay Capital LLC
N/A—235,148-235,148-100%$8.6M———
Interval Partners, LP
N/A—211,415-211,415-100%$7.7M———
Northern Trust Corp
N/A—207,781-207,781-100%$7.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—180,021-180,021-100%$6.6M———
Morgan Stanley
N/A—176,865-176,865-100%$6.5M———
De Lisle Partners LLP
N/A—168,300-168,300-100%$6.2M———
Bridgeway Capital Management, LLC
N/A—168,169-168,169-100%$6.2M———
Pacer Advisors, Inc.
N/A—167,777-167,777-100%$6.1M———
Intrinsic Edge Capital Management LLC
N/A—139,319-139,319-100%$5.1M———
Vanguard Fiduciary Trust Co
N/A—128,585-128,585-100%$4.7M———
Peregrine Capital Management LLC
N/A—121,154-121,154-100%$4.4M———
Round Rock Advisors LLC
N/A—120,030-120,030-100%$4.4M———
UBS Group AG
N/A—114,822-114,822-100%$4.2M———
Empowered Funds, LLC
N/A—111,769-111,769-100%$4.1M———
CM Management, LLC
N/A—110,000-110,000-100%$4.0M———
Soviero Asset Management, LP
N/A—109,439-109,439-100%$4.0M———
RBF Capital, LLC
N/A—106,128-106,128-100%$3.9M———
Two Sigma Investments, LP
N/A—98,388-98,388-100%$3.6M———
Shellback Capital, LP
N/A—96,978-96,978-100%$3.6M———
HRT Financial LP
N/A—93,048-93,048-100%$3.4M———
Franklin Resources Inc
N/A—81,245-81,245-100%$3.0M———
Concentric Capital Strategies, LP
N/A—81,023-81,023-100%$3.0M———
Nuveen, LLC
N/A—79,528-79,528-100%$2.9M———
Bank of America Corp
N/A—67,802-67,802-100%$2.5M———
D. E. Shaw & Co., Inc.
N/A—67,082-67,082-100%$2.5M———
Public Sector Pension Investment Board
N/A—66,556-66,556-100%$2.4M———
SEI Investments Co
N/A—64,604-64,604-100%$2.4M———
Uniplan Investment Counsel, Inc.
N/A—63,887-63,887-100%$2.3M———
Rhumbline Advisers
N/A—56,388-56,388-100%$2.1M———
Vanguard Global Advisers, LLC
N/A—53,087-53,087-100%$1.9M———
Tudor Investment Corp ET AL
N/A—51,434-51,434-100%$1.9M———
UBS Asset Management Americas LLC
N/A—49,016-49,016-100%$1.8M———
Citadel Advisors LLC
N/A—47,668-47,668-100%$1.7M———
Legal & General Group Plc
N/A—43,206-43,206-100%$1.6M———
Quantinno Capital Management LP
N/A—41,227-41,227-100%$1.5M———
Swiss National Bank
N/A—39,800-39,800-100%$1.5M———
Ameriprise Financial Inc
N/A—38,777-38,777-100%$1.4M———
Victory Capital Management Inc
N/A—36,650-36,650-100%$1.3M———
AQR Capital Management LLC
N/A—33,811-33,811-100%$1.2M———
Permanent Capital Management, LP
N/A—31,474-31,474-100%$1.2M———
Barclays PLC
N/A—30,074-30,074-100%$1.1M———
Alliancebernstein L.P.
N/A—28,000-28,000-100%$757.7K———
BNP Paribas Financial Markets
N/A—22,136-22,136-100%$810.6K———
California State Teachers Retirement System
N/A—21,155-21,155-100%$774.7K———
Deutsche Bank Ag\
N/A—20,904-20,904-100%$765.5K———
Prudential Financial Inc
N/A—20,852-20,852-100%$763.6K———
Canada Life Assurance Co
N/A—17,715-17,715-100%$650.0K———
Wells Fargo & Company
N/A—17,380-17,380-100%$636.5K———
Price T Rowe Associates Inc
N/A—16,350-16,350-100%$599.0K———
Vanguard Asset Management, Ltd
N/A—14,735-14,735-100%$539.6K———
Renaissance Technologies LLC
N/A—12,200-12,200-100%$446.8K———
MetLife Investment Management, LLC
N/A—11,889-11,889-100%$435.4K———
Bristlecone Value Partners, LLC
N/A—10,500-10,500-100%$384.5K———
Rafferty Asset Management, LLC
N/A—10,438-10,438-100%$382.2K———
Advent Capital Management
N/A—10,400-10,400-100%$380.8K———
Russell Investments Group, Ltd.
N/A—10,141-10,141-100%$371.4K———
Jupiter Topco LLC
N/A—9,577-9,577-100%$351.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—9,232-9,232-100%$338.1K———
Mariner, LLC
N/A—9,143-9,143-100%$334.8K———
Caprock Group, LLC
N/A—9,108-9,108-100%$333.5K———
Guggenheim Capital LLC
N/A—9,042-9,042-100%$331.1K———
ExodusPoint Capital Management, LP
N/A—8,177-8,177-100%$299.4K———
New York State Common Retirement Fund
N/A—7,784-7,784-100%$285.1K———
Tower Research Capital LLC (TRC)
N/A—7,596-7,596-100%$278.2K———
Jain Global LLC
N/A—7,478-7,478-100%$273.8K———
Bessemer Group Inc
N/A—6,789-6,789-100%$249.0K———
Gabelli Funds LLC
N/A—6,771-6,771-100%$248.0K———
Polen Capital Management LLC
N/A—6,750-6,750-100%$247.2K———
Police & Firemen's Retirement System of New Jersey
N/A—6,217-6,217-100%$227.7K———
Amundi
N/A—6,177-6,177-100%$226.2K———
State Board of Administration of Florida Retirement System
N/A—6,097-6,097-100%$223.3K———
Aquatic Capital Management LLC
N/A—6,095-6,095-100%$223.2K———
LPL Financial LLC
N/A—5,974-5,974-100%$218.8K———
IEQ Capital, LLC
N/A—5,854-5,854-100%$214.4K———
Vanguard Investments Australia, Ltd.
N/A—5,359-5,359-100%$196.2K———
FMR LLC
N/A—5,340-5,340-100%$195.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—5,313-5,313-100%$194.6K———
SG Americas Securities, LLC
N/A—5,200-5,200-100%$190.0K———
Teachers Retirement System of the State of Kentucky
N/A—4,890-4,890-100%$179.0K———
State of Tennessee, Department of Treasury
N/A—4,664-4,664-100%$170.8K———
KLP Kapitalforvaltning AS
N/A—4,600-4,600-100%$168.5K———
Royal Bank of Canada
N/A—4,233-4,233-100%$155.0K———
Investors Portfolio Services LLC
N/A—3,858-3,858-100%$141.3K———
Public Employees Retirement Association of Colorado
N/A—3,775-3,775-100%$138.0K———
Ameritas Investment Partners, Inc.
N/A—1,820-1,820-100%$66.6K———
Public Employees Retirement System of Ohio
N/A—1,609-1,609-100%$58.9K———
PNC Financial Services Group, Inc.
N/A—1,318-1,318-100%$48.3K———
Hantz Financial Services, Inc.
N/A—910-910-100%$33.0K———
Arax Advisory Partners
N/A—847-847-100%$31.0K———
BNP Paribas Asset Management Holding S.A.
N/A—572-572-100%$20.9K———
Smartleaf Asset Management LLC
N/A—422-422-100%$15.6K———
Nykredit A/S
N/A—348-348-100%$12.7K———
Osaic Holdings, Inc.
N/A—311-311-100%$11.4K———
Quantbot Technologies LP
N/A—281-281-100%$10.3K———
Steward Partners Investment Advisory, LLC
N/A—248-248-100%$9.1K———
UMB Bank, n.a.
N/A—194-194-100%$7.1K———
LOS Angeles Capital Management LLC
N/A—165-165-100%$6.0K———
Allworth Financial LP
N/A—130-130-100%$4.8K———
JPL Wealth Management, LLC
N/A—110-110-100%$4.0K———
Optiver Holding B.V.
N/A—100-100-100%$3.7K———
Advisors Asset Management, Inc.
N/A—75-75-100%$2.7K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—62-62-100%$2.3K———
Clearstead Advisors, LLC
N/A—51-51-100%$1.9K———
Raffa Wealth Management, LLC
N/A—47-47-100%$1.7K———
Quarry LP
N/A—25-25-100%$916———
Rothschild Investment LLC
N/A—24-24-100%$879———
Keating Financial Advisory Services, Inc.
N/A—15-15-100%$549———
Rockefeller Capital Management L.P.
N/A—13-13-100%$476———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$183———
Harborfront Financial Group LLC
N/A—2-2-100%$73———
Ankerstar Wealth, LLC
N/A—2-2-100%$73———
Basecamp Wealth Advisors LLC
N/A—1-1-100%$37———
Huntington National Bank
N/A—1-1-100%$37———
Showing 207 of 207 institutions