Matrix Service Co (MTRX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Geode Capital Management, LLC

DECREASED

Shares706,808 from 721,322

Change-14,514 (-2%)

Value$6.8M (-$3.1M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares655,149 from 665,266

Change-10,117 (-2%)

Value$6.3M (-$2.8M)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares442,571 from 457,365

Change-14,794 (-3%)

Value$4.2M (-$2.0M)

Filed 2026-11-05

Azarias Capital Management, L.P.

DECREASED

Shares425,763 from 673,692

Change-247,929 (-37%)

Value$4.1M (-$5.2M)

Filed 2026-10-14

Russell Investments Group, Ltd.

INCREASED

Shares284,153 from 266,486

Change+17,667 (+7%)

Value$2.7M (-$931.5K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares174,482 from 40,587

Change+133,895 (+330%)

Value$1.7M (+$1.1M)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares161,766 from 36,536

Change+125,230 (+343%)

Value$1.5M (+$1.0M)

Filed 2026-10-16

Prescott Group Capital Management, L.L.C.

UNCHANGED

Shares114,392 from 114,392

Change0 (0%)

Value$1.1M (-$472.4K)

Filed 2026-10-30

Allspring Global Investments Holdings, LLC

DECREASED

Shares95,485 from 283,513

Change-188,028 (-66%)

Value$998.8K (-$2.8M)

Filed 2026-11-04

Money Concepts Capital Corp

DECREASED

Shares85,926 from 103,723

Change-17,797 (-17%)

Value$822.3K (-$598.7K)

Filed 2026-11-06

Verus Capital Partners, LLC

INCREASED

Shares79,500 from 52,175

Change+27,325 (+52%)

Value$760.8K (+$46.0K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares67,900 from 49,700

Change+18,200 (+37%)

Value$649.8K (-$31.1K)

Filed 2026-10-30

Country Trust Bank

UNCHANGED

Shares45,237 from 45,237

Change0 (0%)

Value$432.9K (-$186.8K)

Filed 2026-10-30

Bridge City Capital, LLC

INCREASED

Shares28,978 from 20,223

Change+8,755 (+43%)

Value$277.3K (+$264)

Filed 2026-10-29

Barclays PLC

INCREASED

Shares28,342 from 21,704

Change+6,638 (+31%)

Value$271.2K (-$26.1K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares25,896 from 29,271

Change-3,375 (-12%)

Value$247.8K (-$153.2K)

Filed 2026-11-06

Assenagon Asset Management S.A.

DECREASED

Shares25,620 from 26,618

Change-998 (-4%)

Value$245.2K (-$119.5K)

Filed 2026-10-15

Park Avenue Securities LLC

DECREASED

Shares16,235 from 18,127

Change-1,892 (-10%)

Value$155 (-$247.8K)

Filed 2026-10-26

Diversified Trust Co

INCREASED

Shares15,037 from 11,275

Change+3,762 (+33%)

Value$143.9K (-$10.6K)

Filed 2026-11-06

State of Wyoming

DECREASED

Shares11,494 from 12,108

Change-614 (-5%)

Value$110.0K (-$55.9K)

Filed 2026-10-28

Simplex Trading, LLC

NEW

Shares10,769

Change+10,769

Value$103.1K

Filed 2026-11-04

Daytona Street Capital LLC

UNCHANGED

Shares3,550 from 3,550

Change0 (0%)

Value$37.1K (-$7.1K)

Filed 2026-10-15

New York State Teachers Retirement System

UNCHANGED

Shares2,421 from 2,421

Change0 (0%)

Value$23 (-$33.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares2,085 from 2,301

Change-216 (-9%)

Value$20.0K (-$11.6K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares670 from 670

Change0 (0%)

Value$9.2K ($0)

Filed 2026-11-06

Sterling Capital Management LLC

INCREASED

Shares625 from 440

Change+185 (+42%)

Value$6.0K (-$47)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares511 from 363

Change+148 (+41%)

Value$4.9K (-$83)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares304 from 616

Change-312 (-51%)

Value$2.9K (-$5.5K)

Filed 2026-10-16

Parallel Advisors, LLC

DECREASED

Shares200 from 299

Change-99 (-33%)

Value$1.9K (-$2.2K)

Filed 2026-11-03

Essential Partners LLC

DECREASED

Shares184 from 311

Change-127 (-41%)

Value$1.8K (-$2.5K)

Filed 2026-10-14

Farther Finance Advisors, LLC

DECREASED

Shares151 from 307

Change-156 (-51%)

Value$1.4K (-$2.8K)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares110

Change+110

Value$1.1K

Filed 2026-10-21

True Wealth Design, LLC

DECREASED

Shares96 from 259

Change-163 (-63%)

Value$919 (-$2.6K)

Filed 2026-10-13

SJS Investment Consulting Inc.

INCREASED

Shares90 from 51

Change+39 (+76%)

Value$862 (+$163)

Filed 2026-10-26

Nisa Investment Advisors, LLC

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$727 (-$314)

Filed 2026-10-20

US Bancorp \de\

NEW

Shares74

Change+74

Value$708

Filed 2026-11-05

MassMutual Private Wealth & Trust, FSB

NEW

Shares63

Change+63

Value$603

Filed 2026-10-05

JFS Wealth Advisors, LLC

NEW

Shares50

Change+50

Value$479

Filed 2026-11-03

Torren Management, LLC

DECREASED

Shares44 from 54

Change-10 (-19%)

Value$421 (-$319)

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

INCREASED

Shares42 from 11

Change+31 (+282%)

Value$402 (+$251)

Filed 2026-10-29

Parkside Financial Bank & Trust

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$383 (-$166)

Filed 2026-10-27

Fifth Third Bancorp

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$335 (-$145)

Filed 2026-11-05

James T. Borello RIA

NEW

Shares19

Change+19

Value$182

Filed 2026-10-16

Provenance Wealth Advisors, LLC

NEW

Shares10

Change+10

Value$96

Filed 2026-10-30

SBI Securities Co., Ltd.

NEW

Shares3

Change+3

Value$29

Filed 2026-10-22

Clearstead Advisors, LLC

DECREASED

Shares2 from 82

Change-80 (-98%)

Value$20 (-$1.1K)

Filed 2026-11-06

CenterBook Partners LP

CLOSED

Shares0 from 154,058

Change-154,058 (-100%)

Value$0 (-$2.1M)

Filed 2026-11-02

Creative Planning

CLOSED

Shares0 from 27,612

Change-27,612 (-100%)

Value$0 (-$378.3K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 12,581

Change-12,581 (-100%)

Value$0 (-$157.1K)

Filed 2026-10-13

Bokf, NA

CLOSED

Shares0 from 2,923

Change-2,923 (-100%)

Value$0 (-$40.0K)

Filed 2026-10-27

Covestor Ltd

CLOSED

Shares0 from 703

Change-703 (-100%)

Value$0 (-$10)

Filed 2026-10-30

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 20

Change-20 (-100%)

Value$0 (-$274)

Filed 2026-10-07

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$137)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 2,139,456

Change-2,139,456 (-100%)

Value—

Needham Investment Management LLC

N/A

Shares— from 1,435,000

Change-1,435,000 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,206,822

Change-1,206,822 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 1,192,529

Change-1,192,529 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,188,393

Change-1,188,393 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 990,217

Change-990,217 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 871,501

Change-871,501 (-100%)

Value—

Harvey Partners, LLC

N/A

Shares— from 815,023

Change-815,023 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 748,118

Change-748,118 (-100%)

Value—

Westerly Capital Management, LLC

N/A

Shares— from 595,930

Change-595,930 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 594,197

Change-594,197 (-100%)

Value—

State Street Corp

N/A

Shares— from 581,006

Change-581,006 (-100%)

Value—

First Wilshire Securities Management Inc

N/A

Shares— from 517,121

Change-517,121 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 460,466

Change-460,466 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 437,019

Change-437,019 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 426,023

Change-426,023 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 325,825

Change-325,825 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 315,376

Change-315,376 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 299,431

Change-299,431 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 295,422

Change-295,422 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 287,612

Change-287,612 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 282,559

Change-282,559 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 279,195

Change-279,195 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 258,790

Change-258,790 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 254,670

Change-254,670 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 244,585

Change-244,585 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 235,777

Change-235,777 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 225,869

Change-225,869 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 223,310

Change-223,310 (-100%)

Value—

Man Group plc

N/A

Shares— from 194,010

Change-194,010 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 189,639

Change-189,639 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 182,277

Change-182,277 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 135,823

Change-135,823 (-100%)

Value—

Norges Bank

N/A

Shares— from 126,500

Change-126,500 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 122,418

Change-122,418 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 118,126

Change-118,126 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 116,280

Change-116,280 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 106,381

Change-106,381 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 96,510

Change-96,510 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 96,242

Change-96,242 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 87,394

Change-87,394 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 75,461

Change-75,461 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 74,520

Change-74,520 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 73,400

Change-73,400 (-100%)

Value—

Archon Capital Management LLC

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 64,510

Change-64,510 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 57,652

Change-57,652 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 56,591

Change-56,591 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 56,121

Change-56,121 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 54,378

Change-54,378 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 54,338

Change-54,338 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 53,779

Change-53,779 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 53,702

Change-53,702 (-100%)

Value—

UBS Group AG

N/A

Shares— from 53,039

Change-53,039 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 51,976

Change-51,976 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 51,297

Change-51,297 (-100%)

Value—

Financial Plan, Inc.

N/A

Shares— from 47,615

Change-47,615 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 44,036

Change-44,036 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 42,761

Change-42,761 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 40,425

Change-40,425 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 40,114

Change-40,114 (-100%)

Value—

Boston Partners

N/A

Shares— from 38,994

Change-38,994 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 36,109

Change-36,109 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 34,977

Change-34,977 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 34,188

Change-34,188 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 34,000

Change-34,000 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 31,169

Change-31,169 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 29,351

Change-29,351 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 28,985

Change-28,985 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 28,900

Change-28,900 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 28,024

Change-28,024 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 21,000

Change-21,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 20,579

Change-20,579 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20,531

Change-20,531 (-100%)

Value—

Saturna Capital Corp

N/A

Shares— from 20,275

Change-20,275 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 20,108

Change-20,108 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,970

Change-17,970 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 17,932

Change-17,932 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,420

Change-17,420 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 16,841

Change-16,841 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 14,935

Change-14,935 (-100%)

Value—

Greenhaven Road Investment Management, L.P.

N/A

Shares— from 12,947

Change-12,947 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,570

Change-12,570 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 12,294

Change-12,294 (-100%)

Value—

SummitTX Capital, L.P.

N/A

Shares— from 12,226

Change-12,226 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 11,620

Change-11,620 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,136

Change-11,136 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 11,079

Change-11,079 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 10,938

Change-10,938 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 10,711

Change-10,711 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,820

Change-7,820 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,595

Change-5,595 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,793

Change-2,793 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,591

Change-2,591 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,568

Change-2,568 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 2,484

Change-2,484 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 921

Change-921 (-100%)

Value—

FMR LLC

N/A

Shares— from 892

Change-892 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 376

Change-376 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 253

Change-253 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 175

Change-175 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 66

Change-66 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	706,808	721,322	-14,514	-2%	$9.9M	$6.8M	-$3.1M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	655,149	665,266	-10,117	-2%	$9.1M	$6.3M	-$2.8M	2026-11-04
Bank of New York Mellon Corp	DECREASED	442,571	457,365	-14,794	-3%	$6.3M	$4.2M	-$2.0M	2026-11-05
Azarias Capital Management, L.P.	DECREASED	425,763	673,692	-247,929	-37%	$9.2M	$4.1M	-$5.2M	2026-10-14
Russell Investments Group, Ltd.	INCREASED	284,153	266,486	+17,667	+7%	$3.7M	$2.7M	-$931.5K	2026-11-06
Citigroup Inc	INCREASED	174,482	40,587	+133,895	+330%	$556.0K	$1.7M	+$1.1M	2026-11-04
Y-Intercept (Hong Kong) Ltd	INCREASED	161,766	36,536	+125,230	+343%	$500.5K	$1.5M	+$1.0M	2026-10-16
Prescott Group Capital Management, L.L.C.	UNCHANGED	114,392	114,392	0	0%	$1.6M	$1.1M	-$472.4K	2026-10-30
Allspring Global Investments Holdings, LLC	DECREASED	95,485	283,513	-188,028	-66%	$3.8M	$998.8K	-$2.8M	2026-11-04
Money Concepts Capital Corp	DECREASED	85,926	103,723	-17,797	-17%	$1.4M	$822.3K	-$598.7K	2026-11-06
Verus Capital Partners, LLC	INCREASED	79,500	52,175	+27,325	+52%	$714.8K	$760.8K	+$46.0K	2026-11-03
Strs Ohio	INCREASED	67,900	49,700	+18,200	+37%	$680.9K	$649.8K	-$31.1K	2026-10-30
Country Trust Bank	UNCHANGED	45,237	45,237	0	0%	$619.7K	$432.9K	-$186.8K	2026-10-30
Bridge City Capital, LLC	INCREASED	28,978	20,223	+8,755	+43%	$277.1K	$277.3K	+$264	2026-10-29
Barclays PLC	INCREASED	28,342	21,704	+6,638	+31%	$297.3K	$271.2K	-$26.1K	2026-11-06
Deutsche Bank Ag\	DECREASED	25,896	29,271	-3,375	-12%	$401.0K	$247.8K	-$153.2K	2026-11-06
Assenagon Asset Management S.A.	DECREASED	25,620	26,618	-998	-4%	$364.7K	$245.2K	-$119.5K	2026-10-15
Park Avenue Securities LLC	DECREASED	16,235	18,127	-1,892	-10%	$248.0K	$155	-$247.8K	2026-10-26
Diversified Trust Co	INCREASED	15,037	11,275	+3,762	+33%	$154.5K	$143.9K	-$10.6K	2026-11-06
State of Wyoming	DECREASED	11,494	12,108	-614	-5%	$165.9K	$110.0K	-$55.9K	2026-10-28
Simplex Trading, LLC	NEW	10,769	—	+10,769	—	—	$103.1K	—	2026-11-04
Daytona Street Capital LLC	UNCHANGED	3,550	3,550	0	0%	$44.1K	$37.1K	-$7.1K	2026-10-15
New York State Teachers Retirement System	UNCHANGED	2,421	2,421	0	0%	$33.0K	$23	-$33.0K	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	2,085	2,301	-216	-9%	$31.5K	$20.0K	-$11.6K	2026-11-04
Allworth Financial LP	UNCHANGED	670	670	0	0%	$9.2K	$9.2K	$0	2026-11-06
Sterling Capital Management LLC	INCREASED	625	440	+185	+42%	$6.0K	$6.0K	-$47	2026-10-22
Gamma Investing LLC	INCREASED	511	363	+148	+41%	$5.0K	$4.9K	-$83	2026-10-08
IFP Advisors, Inc	DECREASED	304	616	-312	-51%	$8.4K	$2.9K	-$5.5K	2026-10-16
Parallel Advisors, LLC	DECREASED	200	299	-99	-33%	$4.1K	$1.9K	-$2.2K	2026-11-03
Essential Partners LLC	DECREASED	184	311	-127	-41%	$4.3K	$1.8K	-$2.5K	2026-10-14
Farther Finance Advisors, LLC	DECREASED	151	307	-156	-51%	$4.2K	$1.4K	-$2.8K	2026-10-08
Root Financial Partners, LLC	NEW	110	—	+110	—	—	$1.1K	—	2026-10-21
True Wealth Design, LLC	DECREASED	96	259	-163	-63%	$3.5K	$919	-$2.6K	2026-10-13
SJS Investment Consulting Inc.	INCREASED	90	51	+39	+76%	$699	$862	+$163	2026-10-26
Nisa Investment Advisors, LLC	UNCHANGED	76	76	0	0%	$1.0K	$727	-$314	2026-10-20
US Bancorp \de\	NEW	74	—	+74	—	—	$708	—	2026-11-05
MassMutual Private Wealth & Trust, FSB	NEW	63	—	+63	—	—	$603	—	2026-10-05
JFS Wealth Advisors, LLC	NEW	50	—	+50	—	—	$479	—	2026-11-03
Torren Management, LLC	DECREASED	44	54	-10	-19%	$740	$421	-$319	2026-10-29
Caitong International Asset Management Co., Ltd	INCREASED	42	11	+31	+282%	$151	$402	+$251	2026-10-29
Parkside Financial Bank & Trust	UNCHANGED	40	40	0	0%	$549	$383	-$166	2026-10-27
Fifth Third Bancorp	UNCHANGED	35	35	0	0%	$480	$335	-$145	2026-11-05
James T. Borello RIA	NEW	19	—	+19	—	—	$182	—	2026-10-16
Provenance Wealth Advisors, LLC	NEW	10	—	+10	—	—	$96	—	2026-10-30
SBI Securities Co., Ltd.	NEW	3	—	+3	—	—	$29	—	2026-10-22
Clearstead Advisors, LLC	DECREASED	2	82	-80	-98%	$1.1K	$20	-$1.1K	2026-11-06
CenterBook Partners LP	CLOSED	0	154,058	-154,058	-100%	$2.1M	$0	-$2.1M	2026-11-02
Creative Planning	CLOSED	0	27,612	-27,612	-100%	$378.3K	$0	-$378.3K	2026-11-02
Wealth Enhancement Advisory Services, LLC	CLOSED	0	12,581	-12,581	-100%	$157.1K	$0	-$157.1K	2026-10-13
Bokf, NA	CLOSED	0	2,923	-2,923	-100%	$40.0K	$0	-$40.0K	2026-10-27
Covestor Ltd	CLOSED	0	703	-703	-100%	$10	$0	-$10	2026-10-30
Wealth Enhancement Trust Services, Inc.	CLOSED	0	20	-20	-100%	$274	$0	-$274	2026-10-07
PNC Financial Services Group, Inc.	CLOSED	0	10	-10	-100%	$137	$0	-$137	2026-11-06
BlackRock, Inc.	N/A	—	2,139,456	-2,139,456	-100%	$29.3M	—	—	—
Needham Investment Management LLC	N/A	—	1,435,000	-1,435,000	-100%	$19.7M	—	—	—
American Century Companies Inc	N/A	—	1,206,822	-1,206,822	-100%	$16.5M	—	—	—
Gendell Jeffrey L	N/A	—	1,192,529	-1,192,529	-100%	$16.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,188,393	-1,188,393	-100%	$16.3M	—	—	—
First Eagle Investment Management, LLC	N/A	—	990,217	-990,217	-100%	$13.6M	—	—	—
Acadian Asset Management LLC	N/A	—	871,501	-871,501	-100%	$11.9M	—	—	—
Harvey Partners, LLC	N/A	—	815,023	-815,023	-100%	$11.2M	—	—	—
Two Sigma Investments, LP	N/A	—	748,118	-748,118	-100%	$10.2M	—	—	—
Westerly Capital Management, LLC	N/A	—	595,930	-595,930	-100%	$8.2M	—	—	—
AQR Capital Management LLC	N/A	—	594,197	-594,197	-100%	$8.1M	—	—	—
State Street Corp	N/A	—	581,006	-581,006	-100%	$8.0M	—	—	—
First Wilshire Securities Management Inc	N/A	—	517,121	-517,121	-100%	$7.1M	—	—	—
JPMorgan Chase & Co	N/A	—	460,466	-460,466	-100%	$6.3M	—	—	—
Morgan Stanley	N/A	—	437,019	-437,019	-100%	$6.0M	—	—	—
Citadel Advisors LLC	N/A	—	426,023	-426,023	-100%	$5.8M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	325,825	-325,825	-100%	$4.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	315,376	-315,376	-100%	$4.3M	—	—	—
Panagora Asset Management Inc	N/A	—	299,431	-299,431	-100%	$4.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	295,422	-295,422	-100%	$4.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	287,612	-287,612	-100%	$3.9M	—	—	—
Renaissance Technologies LLC	N/A	—	282,559	-282,559	-100%	$3.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	279,195	-279,195	-100%	$3.8M	—	—	—
De Lisle Partners LLP	N/A	—	258,790	-258,790	-100%	$3.5M	—	—	—
Northern Trust Corp	N/A	—	254,670	-254,670	-100%	$3.5M	—	—	—
Algert Global LLC	N/A	—	244,585	-244,585	-100%	$3.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	235,777	-235,777	-100%	$3.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	225,869	-225,869	-100%	$3.1M	—	—	—
Marshall Wace, LLP	N/A	—	223,310	-223,310	-100%	$3.1M	—	—	—
Man Group plc	N/A	—	194,010	-194,010	-100%	$2.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	189,639	-189,639	-100%	$2.6M	—	—	—
GSA Capital Partners LLP	N/A	—	182,277	-182,277	-100%	$2.5M	—	—	—
Millennium Management LLC	N/A	—	135,823	-135,823	-100%	$1.9M	—	—	—
Norges Bank	N/A	—	126,500	-126,500	-100%	$1.7M	—	—	—
Trexquant Investment LP	N/A	—	122,418	-122,418	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	118,126	-118,126	-100%	$1.6M	—	—	—
Alliancebernstein L.P.	N/A	—	116,280	-116,280	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	106,381	-106,381	-100%	$1.5M	—	—	—
Cary Street Partners Financial LLC	N/A	—	96,510	-96,510	-100%	$1.3M	—	—	—
Walleye Capital LLC	N/A	—	96,242	-96,242	-100%	$1.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	87,394	-87,394	-100%	$1.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	75,461	-75,461	-100%	$1.0M	—	—	—
Jump Financial, LLC	N/A	—	74,520	-74,520	-100%	$1.0M	—	—	—
Victory Capital Management Inc	N/A	—	73,400	-73,400	-100%	$1.0M	—	—	—
Archon Capital Management LLC	N/A	—	70,000	-70,000	-100%	$959.0K	—	—	—
Ameriprise Financial Inc	N/A	—	64,510	-64,510	-100%	$883.8K	—	—	—
Bank of America Corp	N/A	—	57,652	-57,652	-100%	$789.8K	—	—	—
Point72 Asset Management, L.P.	N/A	—	56,591	-56,591	-100%	$775.3K	—	—	—
Winton Group Ltd	N/A	—	56,121	-56,121	-100%	$768.9K	—	—	—
Nuveen, LLC	N/A	—	54,378	-54,378	-100%	$745.0K	—	—	—
XTX Topco Ltd	N/A	—	54,338	-54,338	-100%	$744.4K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	53,779	-53,779	-100%	$736.8K	—	—	—
Martingale Asset Management L P	N/A	—	53,702	-53,702	-100%	$735.7K	—	—	—
UBS Group AG	N/A	—	53,039	-53,039	-100%	$726.6K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	51,976	-51,976	-100%	$712.1K	—	—	—
Squarepoint Ops LLC	N/A	—	51,297	-51,297	-100%	$702.8K	—	—	—
Financial Plan, Inc.	N/A	—	47,615	-47,615	-100%	$652.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	44,036	-44,036	-100%	$603.3K	—	—	—
Invesco Ltd.	N/A	—	42,761	-42,761	-100%	$585.8K	—	—	—
Wells Fargo & Company	N/A	—	40,425	-40,425	-100%	$553.8K	—	—	—
Voya Investment Management LLC	N/A	—	40,114	-40,114	-100%	$549.6K	—	—	—
Boston Partners	N/A	—	38,994	-38,994	-100%	$534.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	36,109	-36,109	-100%	$494.7K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	34,977	-34,977	-100%	$479.0K	—	—	—
Rhumbline Advisers	N/A	—	34,188	-34,188	-100%	$468.4K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	34,000	-34,000	-100%	$465.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	31,169	-31,169	-100%	$427.0K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	29,351	-29,351	-100%	$402.1K	—	—	—
Brevan Howard Capital Management LP	N/A	—	28,985	-28,985	-100%	$397.1K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	28,900	-28,900	-100%	$395.9K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	28,024	-28,024	-100%	$383.9K	—	—	—
Canada Pension Plan Investment Board	N/A	—	21,000	-21,000	-100%	$287.7K	—	—	—
IEQ Capital, LLC	N/A	—	20,579	-20,579	-100%	$281.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	20,531	-20,531	-100%	$281.2K	—	—	—
Saturna Capital Corp	N/A	—	20,275	-20,275	-100%	$277.8K	—	—	—
Magnetar Financial LLC	N/A	—	20,108	-20,108	-100%	$275.5K	—	—	—
Engineers Gate Manager LP	N/A	—	17,970	-17,970	-100%	$246.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	17,932	-17,932	-100%	$245.7K	—	—	—
Mariner, LLC	N/A	—	17,420	-17,420	-100%	$238.7K	—	—	—
Boothbay Fund Management, LLC	N/A	—	16,841	-16,841	-100%	$230.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	14,935	-14,935	-100%	$204.6K	—	—	—
Greenhaven Road Investment Management, L.P.	N/A	—	12,947	-12,947	-100%	$177.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,570	-12,570	-100%	$172.2K	—	—	—
Entropy Technologies, LP	N/A	—	12,294	-12,294	-100%	$168.4K	—	—	—
SummitTX Capital, L.P.	N/A	—	12,226	-12,226	-100%	$167.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	11,620	-11,620	-100%	$159.2K	—	—	—
Cerity Partners LLC	N/A	—	11,136	-11,136	-100%	$152.6K	—	—	—
Vident Advisory, LLC	N/A	—	11,079	-11,079	-100%	$151.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	10,938	-10,938	-100%	$149.9K	—	—	—
Graham Capital Management, L.P.	N/A	—	10,711	-10,711	-100%	$146.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,820	-7,820	-100%	$107.1K	—	—	—
New York State Common Retirement Fund	N/A	—	6,600	-6,600	-100%	$90.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,595	-5,595	-100%	$77.0K	—	—	—
Legal & General Group Plc	N/A	—	2,793	-2,793	-100%	$38.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,591	-2,591	-100%	$35.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,568	-2,568	-100%	$35.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	2,484	-2,484	-100%	$34.0K	—	—	—
Arax Advisory Partners	N/A	—	921	-921	-100%	$12.6K	—	—	—
FMR LLC	N/A	—	892	-892	-100%	$12.2K	—	—	—
California State Teachers Retirement System	N/A	—	376	-376	-100%	$5.2K	—	—	—
Rothschild Investment LLC	N/A	—	253	-253	-100%	$3.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	175	-175	-100%	$2.4K	—	—	—
Optiver Holding B.V.	N/A	—	66	-66	-100%	$904	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	55	-55	-100%	$754	—	—	—
JPL Wealth Management, LLC	N/A	—	4	-4	-100%	$55	—	—	—

Showing 158 of 158 institutions