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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Union Bancaire Privee, UBP SA

INCREASED

Shares575,000,000 from 118,000

Change+574,882,000 (+487188%)

Value$98 (-$116.3K)

Filed 2026-11-04

Calamos Advisors LLC

INCREASED

Shares20,000,000 from 10,000,000

Change+10,000,000 (+100%)

Value$19.9M (+$10.0M)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares15,890,000 from 17,990,000

Change-2,100,000 (-12%)

Value$15.8K (-$1.9K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares8,197,000 from 9,178,000

Change-981,000 (-11%)

Value$8.1M (-$925.6K)

Filed 2026-11-04

Truist Financial Corp

INCREASED

Shares3,232,000 from 2,553,000

Change+679,000 (+27%)

Value$3.2M (+$680.6K)

Filed 2026-10-30

Piper Sandler & Co.

DECREASED

Shares2,000,000 from 5,556,000

Change-3,556,000 (-64%)

Value$2.0M (-$3.4M)

Filed 2026-10-27

Axxion S.A.

UNCHANGED

Shares700,000 from 700,000

Change0 (0%)

Value$694.3K (-$93.8K)

Filed 2026-10-22

Commons Capital, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (+$90)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares16,000 from 16,000

Change0 (0%)

Value$15.8K (+$152)

Filed 2026-10-13

Daiwa Securities Group Inc.

CLOSED

Shares0 from 10,000,000

Change-10,000,000 (-100%)

Value$0 (-$9.9M)

Filed 2026-10-29

Osterweis Capital Management Inc

N/A

Shares— from 63,260,000

Change-63,260,000 (-100%)

Value—

Oaktree Capital Management LP

N/A

Shares— from 56,893,000

Change-56,893,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 53,209,000

Change-53,209,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 38,888,000

Change-38,888,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,500,000

Change-27,500,000 (-100%)

Value—

Fort Baker Capital Management LP

N/A

Shares— from 23,500,000

Change-23,500,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 23,000,000

Change-23,000,000 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 17,500,000

Change-17,500,000 (-100%)

Value—

HBK Investments L P

N/A

Shares— from 16,500,000

Change-16,500,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,748,000

Change-15,748,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 14,125,000

Change-14,125,000 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 12,500,000

Change-12,500,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 11,225,000

Change-11,225,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 10,650,000

Change-10,650,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 9,337,000

Change-9,337,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 8,294,000

Change-8,294,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,000,040

Change-8,000,040 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 7,800,000

Change-7,800,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 7,047,000

Change-7,047,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 6,965,000

Change-6,965,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 6,537,000

Change-6,537,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 6,285,000

Change-6,285,000 (-100%)

Value—

Groupe la Francaise

N/A

Shares— from 5,800,000

Change-5,800,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 5,300,000

Change-5,300,000 (-100%)

Value—

Ovata Capital Management Ltd

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 4,034,000

Change-4,034,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 1,700,000

Change-1,700,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,700,000

Change-1,700,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Amundi

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Aviva PLC

N/A

Shares— from 1,300,000

Change-1,300,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,201,000

Change-1,201,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 386,000

Change-386,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 240,000

Change-240,000 (-100%)

Value—

Capital World Investors

N/A

Shares— from 236,000

Change-236,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 18,000

Change-18,000 (-100%)

Value—

Morse Asset Management, Inc

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

K2 Principal Fund, L.P.

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 75

Change-75 (-100%)

Value—

	Status
Union Bancaire Privee, UBP SA	INCREASED	575,000,000	118,000	+574,882,000	+487188%	$116.4K	$98	-$116.3K	2026-11-04
Calamos Advisors LLC	INCREASED	20,000,000	10,000,000	+10,000,000	+100%	$9.9M	$19.9M	+$10.0M	2026-11-02
Thrivent Financial for Lutherans	DECREASED	15,890,000	17,990,000	-2,100,000	-12%	$17.7K	$15.8K	-$1.9K	2026-11-05
Citigroup Inc	DECREASED	8,197,000	9,178,000	-981,000	-11%	$9.0M	$8.1M	-$925.6K	2026-11-04
Truist Financial Corp	INCREASED	3,232,000	2,553,000	+679,000	+27%	$2.5M	$3.2M	+$680.6K	2026-10-30
Piper Sandler & Co.	DECREASED	2,000,000	5,556,000	-3,556,000	-64%	$5.4M	$2.0M	-$3.4M	2026-10-27
Axxion S.A.	UNCHANGED	700,000	700,000	0	0%	$788.1K	$694.3K	-$93.8K	2026-10-22
Commons Capital, LLC	UNCHANGED	20,000	20,000	0	0%	$19.6K	$19.7K	+$90	2026-11-05
Wealth Enhancement Advisory Services, LLC	UNCHANGED	16,000	16,000	0	0%	$15.7K	$15.8K	+$152	2026-10-13
Daiwa Securities Group Inc.	CLOSED	0	10,000,000	-10,000,000	-100%	$9.9M	$0	-$9.9M	2026-10-29
Osterweis Capital Management Inc	N/A	—	63,260,000	-63,260,000	-100%	$62.2M	—	—	—
Oaktree Capital Management LP	N/A	—	56,893,000	-56,893,000	-100%	$56.0M	—	—	—
Walleye Capital LLC	N/A	—	53,209,000	-53,209,000	-100%	$52.3M	—	—	—
Advent Capital Management	N/A	—	38,888,000	-38,888,000	-100%	$38.3M	—	—	—
Millennium Management LLC	N/A	—	27,500,000	-27,500,000	-100%	$27.1M	—	—	—
Fort Baker Capital Management LP	N/A	—	23,500,000	-23,500,000	-100%	$23.2M	—	—	—
Balyasny Asset Management L.P.	N/A	—	23,000,000	-23,000,000	-100%	$22.6M	—	—	—
TPG GP A, LLC	N/A	—	17,500,000	-17,500,000	-100%	$17.2M	—	—	—
HBK Investments L P	N/A	—	16,500,000	-16,500,000	-100%	$16.3M	—	—	—
Wells Fargo & Company	N/A	—	15,748,000	-15,748,000	-100%	$15.6M	—	—	—
State Street Corp	N/A	—	14,125,000	-14,125,000	-100%	$13.9M	—	—	—
Bank of Montreal	N/A	—	12,500,000	-12,500,000	-100%	$12.4M	—	—	—
BlackRock, Inc.	N/A	—	11,225,000	-11,225,000	-100%	$11.0M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	10,650,000	-10,650,000	-100%	$10.5K	—	—	—
Shenkman Capital Management Inc	N/A	—	9,337,000	-9,337,000	-100%	$9.2M	—	—	—
Palisade Capital Management, LP	N/A	—	8,294,000	-8,294,000	-100%	$8.2M	—	—	—
FMR LLC	N/A	—	8,000,040	-8,000,040	-100%	$7.8M	—	—	—
Toronto Dominion Bank	N/A	—	7,800,000	-7,800,000	-100%	$7.7M	—	—	—
Russell Investments Group, Ltd.	N/A	—	7,047,000	-7,047,000	-100%	$7.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	6,965,000	-6,965,000	-100%	$6.8M	—	—	—
Lazard Asset Management LLC	N/A	—	6,537,000	-6,537,000	-100%	$64.3K	—	—	—
KIM, LLC	N/A	—	6,285,000	-6,285,000	-100%	$6.2M	—	—	—
Groupe la Francaise	N/A	—	5,800,000	-5,800,000	-100%	$5.7M	—	—	—
SSI Investment Management LLC	N/A	—	5,300,000	-5,300,000	-100%	$5.2M	—	—	—
Ovata Capital Management Ltd	N/A	—	5,000,000	-5,000,000	-100%	$4.9M	—	—	—
Verition Fund Management LLC	N/A	—	5,000,000	-5,000,000	-100%	$4.9M	—	—	—
JPMorgan Chase & Co	N/A	—	4,034,000	-4,034,000	-100%	$4.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.9M	—	—	—
Credit Industriel ET Commercial	N/A	—	2,500,000	-2,500,000	-100%	$2.5M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	2,500,000	-2,500,000	-100%	$2.5M	—	—	—
UBS Group AG	N/A	—	2,500,000	-2,500,000	-100%	$2.5M	—	—	—
Ares Systematic Credit Ltd	N/A	—	1,700,000	-1,700,000	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	1,700,000	-1,700,000	-100%	$1.7M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	1,500,000	-1,500,000	-100%	$1.5M	—	—	—
Amundi	N/A	—	1,500,000	-1,500,000	-100%	$1.5M	—	—	—
Aviva PLC	N/A	—	1,300,000	-1,300,000	-100%	$1.3M	—	—	—
Bank of America Corp	N/A	—	1,201,000	-1,201,000	-100%	$1.2M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	500,000	-500,000	-100%	$493.7K	—	—	—
Zazove Associates LLC	N/A	—	386,000	-386,000	-100%	$380.6K	—	—	—
Morgan Stanley	N/A	—	240,000	-240,000	-100%	$235.4K	—	—	—
Capital World Investors	N/A	—	236,000	-236,000	-100%	$232.1K	—	—	—
CSS LLC	N/A	—	50,000	-50,000	-100%	$49.4K	—	—	—
LPL Financial LLC	N/A	—	25,000	-25,000	-100%	$24.6K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	18,000	-18,000	-100%	$17.7K	—	—	—
Morse Asset Management, Inc	N/A	—	15,000	-15,000	-100%	$14.7K	—	—	—
Raymond James Financial Inc	N/A	—	10,000	-10,000	-100%	$9.8K	—	—	—
K2 Principal Fund, L.P.	N/A	—	9,000	-9,000	-100%	$8.9M	—	—	—
Oddo BHF Asset Management SAS	N/A	—	75	-75	-100%	$74.0K	—	—	—

Showing 58 of 58 institutions