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Merlin Inc (MRLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares222,586 from 426,791
Change-204,205 (-48%)
Value$418.9K (-$2.0M)
Filed 2026-11-06
T3 Companies, LLC
NEW
Shares210,569
Change+210,569
Value$395.9K
Filed 2026-10-22
Balentine LLC
INCREASED
Shares199,468 from 25,000
Change+174,468 (+698%)
Value$375.0K (+$232.8K)
Filed 2026-11-03
Sowell Financial Services LLC
NEW
Shares198,339
Change+198,339
Value$372.9K
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares170,515 from 30,720
Change+139,795 (+455%)
Value$320.6K (+$145.8K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares165,330 from 161,930
Change+3,400 (+2%)
Value$310.8K (-$610.6K)
Filed 2026-11-06
Jefferies Financial Group Inc.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$94.0K (-$190.5K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares48,581 from 527
Change+48,054 (+9118%)
Value$91.3K (+$88.3K)
Filed 2026-11-04
Cpwa, LLC
UNCHANGED
Shares28,096 from 28,096
Change0 (0%)
Value$33.7K (-$126.2K)
Filed 2026-11-04
Carlson Financial, Inc.
NEW
Shares26,383
Change+26,383
Value$49.6K
Filed 2026-11-05
Financial Freedom, LLC
NEW
Shares24,503
Change+24,503
Value$46.1K
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
NEW
Shares22,406
Change+22,406
Value$42.1K
Filed 2026-10-29
Venture Visionary Partners LLC
DECREASED
Shares20,000 from 73,970
Change-53,970 (-73%)
Value$37.6K (-$383.3K)
Filed 2026-10-07
Imc-Chicago, LLC
NEW
Shares14,163
Change+14,163
Value$26.6K
Filed 2026-11-05
Evergreen Capital Management LLC
NEW
Shares10,498
Change+10,498
Value$19.7K
Filed 2026-10-23
Barclays PLC
DECREASED
Shares8,674 from 10,383
Change-1,709 (-16%)
Value$16.3K (-$42.8K)
Filed 2026-11-06
Elyxium Wealth, LLC
NEW
Shares7,584
Change+7,584
Value$14.3K
Filed 2026-10-27
Belvedere Trading LLC
NEW
Shares2,825
Change+2,825
Value$5.3K
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares1,090 from 90
Change+1,000 (+1111%)
Value$6.2K (+$5.7K)
Filed 2026-11-06
Parallel Advisors, LLC
NEW
Shares552
Change+552
Value$1.0K
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$854 (-$1.7K)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$226 (-$457)
Filed 2026-11-05
Friedenthal Financial
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$6)
Filed 2026-10-27
Alyeska Investment Group, L.P.
N/A
Shares— from 7,402,996
Change-7,402,996 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 2,016,289
Change-2,016,289 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,034,899
Change-1,034,899 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 711,898
Change-711,898 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 431,905
Change-431,905 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 391,813
Change-391,813 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 358,644
Change-358,644 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 280,778
Change-280,778 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 224,414
Change-224,414 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 184,720
Change-184,720 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 176,099
Change-176,099 (-100%)
Value—
State Street Corp
N/A
Shares— from 165,700
Change-165,700 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 131,500
Change-131,500 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 85,567
Change-85,567 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 81,600
Change-81,600 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 80,754
Change-80,754 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 77,600
Change-77,600 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 75,816
Change-75,816 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 74,573
Change-74,573 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 72,465
Change-72,465 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 66,715
Change-66,715 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Aviva PLC
N/A
Shares— from 45,419
Change-45,419 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 40,336
Change-40,336 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 33,478
Change-33,478 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 32,668
Change-32,668 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 29,663
Change-29,663 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 29,107
Change-29,107 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 28,650
Change-28,650 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 20,621
Change-20,621 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,584
Change-18,584 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Pale Fire Capital SE
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 14,684
Change-14,684 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 11,222
Change-11,222 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 58
Change-58 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED222,586426,791-204,205-48%$2.4M$418.9K-$2.0M2026-11-06
T3 Companies, LLC
NEW210,569—+210,569——$395.9K—2026-10-22
Balentine LLC
INCREASED199,46825,000+174,468+698%$142.3K$375.0K+$232.8K2026-11-03
Sowell Financial Services LLC
NEW198,339—+198,339——$372.9K—2026-10-23
Commonwealth Equity Services, LLC
INCREASED170,51530,720+139,795+455%$174.8K$320.6K+$145.8K2026-11-02
LPL Financial LLC
INCREASED165,330161,930+3,400+2%$921.4K$310.8K-$610.6K2026-11-06
Jefferies Financial Group Inc.
UNCHANGED50,00050,00000%$284.5K$94.0K-$190.5K2026-11-05
Simplex Trading, LLC
INCREASED48,581527+48,054+9118%$3.0K$91.3K+$88.3K2026-11-04
Cpwa, LLC
UNCHANGED28,09628,09600%$159.9K$33.7K-$126.2K2026-11-04
Carlson Financial, Inc.
NEW26,383—+26,383——$49.6K—2026-11-05
Financial Freedom, LLC
NEW24,503—+24,503——$46.1K—2026-11-06
Caitong International Asset Management Co., Ltd
NEW22,406—+22,406——$42.1K—2026-10-29
Venture Visionary Partners LLC
DECREASED20,00073,970-53,970-73%$420.9K$37.6K-$383.3K2026-10-07
Imc-Chicago, LLC
NEW14,163—+14,163——$26.6K—2026-11-05
Evergreen Capital Management LLC
NEW10,498—+10,498——$19.7K—2026-10-23
Barclays PLC
DECREASED8,67410,383-1,709-16%$59.1K$16.3K-$42.8K2026-11-06
Elyxium Wealth, LLC
NEW7,584—+7,584——$14.3K—2026-10-27
Belvedere Trading LLC
NEW2,825—+2,825——$5.3K—2026-11-05
Allworth Financial LP
INCREASED1,09090+1,000+1111%$513$6.2K+$5.7K2026-11-06
Parallel Advisors, LLC
NEW552—+552——$1.0K—2026-11-03
Hurley Capital, LLC
UNCHANGED45445400%$2.6K$854-$1.7K2026-11-05
Archer Investment Corp
UNCHANGED12012000%$683$226-$4572026-11-05
Friedenthal Financial
CLOSED01-1-100%$6$0-$62026-10-27
Alyeska Investment Group, L.P.
N/A—7,402,996-7,402,996-100%$42.1M———
Baillie Gifford & Co
N/A—2,016,289-2,016,289-100%$11.5M———
UBS Group AG
N/A—1,034,899-1,034,899-100%$5.9M———
BlackRock, Inc.
N/A—711,898-711,898-100%$4.1M———
XTX Topco Ltd
N/A—431,905-431,905-100%$2.5M———
Vanguard Capital Management LLC
N/A—391,813-391,813-100%$2.2M———
Susquehanna International Group, LLP
N/A—358,644-358,644-100%$2.0M———
Jane Street Group, LLC
N/A—280,778-280,778-100%$1.6M———
Charles Schwab Investment Management Inc
N/A—224,414-224,414-100%$1.3M———
Vanguard Fiduciary Trust Co
N/A—184,720-184,720-100%$1.1M———
Marshall Wace, LLP
N/A—176,099-176,099-100%$1.0M———
State Street Corp
N/A—165,700-165,700-100%$942.8K———
Marex Group Ltd
N/A—131,500-131,500-100%$748.2K———
Tudor Investment Corp ET AL
N/A—100,000-100,000-100%$569.0K———
ExodusPoint Capital Management, LP
N/A—85,567-85,567-100%$486.9K———
Wells Fargo & Company
N/A—81,600-81,600-100%$464.3K———
HighTower Advisors, LLC
N/A—80,754-80,754-100%$459.5K———
Advisory Services Network, LLC
N/A—77,600-77,600-100%$441.5K———
Northern Trust Corp
N/A—75,816-75,816-100%$431.4K———
Alberta Investment Management Corp
N/A—75,000-75,000-100%$426.8K———
Citadel Advisors LLC
N/A—74,573-74,573-100%$424.3K———
Diametric Capital, LP
N/A—72,465-72,465-100%$412.3K———
Group One Trading LLC
N/A—66,715-66,715-100%$379.6K———
LMR Partners LLP
N/A—47,500-47,500-100%$270.3K———
Aviva PLC
N/A—45,419-45,419-100%$258.4K———
Squarepoint Ops LLC
N/A—40,336-40,336-100%$229.5K———
Alpine Global Management, LLC
N/A—35,000-35,000-100%$199.2K———
DnB Asset Management AS
N/A—33,478-33,478-100%$190.5K———
Board of Trustees of The Leland Stanford Junior University
N/A—32,668-32,668-100%$185.9K———
Parkwood LLC
N/A—29,663-29,663-100%$169———
Engineers Gate Manager LP
N/A—29,107-29,107-100%$165.6K———
Millennium Management LLC
N/A—28,650-28,650-100%$163.0K———
Tocqueville Asset Management L.P.
N/A—26,000-26,000-100%$147.9K———
State of Tennessee, Department of Treasury
N/A—20,621-20,621-100%$117.3K———
Royal Bank of Canada
N/A—20,100-20,100-100%$114.0K———
K2 Principal Fund, L.P.
N/A—20,000-20,000-100%$113.8K———
Morgan Stanley
N/A—18,584-18,584-100%$105.7K———
Magnetar Financial LLC
N/A—18,000-18,000-100%$102.4K———
Pale Fire Capital SE
N/A—16,000-16,000-100%$91.0K———
Vanguard Global Advisers, LLC
N/A—14,684-14,684-100%$83.6K———
Toronto Dominion Bank
N/A—12,500-12,500-100%$71.1K———
Voleon Capital Management LP
N/A—11,222-11,222-100%$63.9K———
Crewe Advisors LLC
N/A—10,000-10,000-100%$56.9K———
Osaic Holdings, Inc.
N/A—4,170-4,170-100%$23.7K———
JPMorgan Chase & Co
N/A—2,903-2,903-100%$14.2K———
Persistent Asset Partners Ltd
N/A—2,481-2,481-100%$14.1K———
Tower Research Capital LLC (TRC)
N/A—1,130-1,130-100%$6.4K———
Rockefeller Capital Management L.P.
N/A—600-600-100%$3.4K———
Federation des caisses Desjardins du Quebec
N/A—58-58-100%$330———
Showing 72 of 72 institutions