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Metropolitan Bank Holding Co (MCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Patriot Financial Partners GP II, L.P.
UNCHANGED
Shares664,884 from 664,884
Change0 (0%)
Value$57.9M (-$7.7M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares522,695 from 472,599
Change+50,096 (+11%)
Value$45.5M (-$1.1M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares314,296 from 308,061
Change+6,235 (+2%)
Value$27.4M (-$3.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares189,537 from 195,372
Change-5,835 (-3%)
Value$16.5M (-$2.8M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares111,906 from 128,465
Change-16,559 (-13%)
Value$9.7M (-$2.9M)
Filed 2026-11-06
Ranger Investment Management, L.P.
DECREASED
Shares109,819 from 109,857
Change-38 (0%)
Value$9.6M (-$1.3M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares43,556 from 23,244
Change+20,312 (+87%)
Value$3.8M (+$1.5M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares34,484 from 34,483
Change+1 (0%)
Value$3.0M (-$401.3K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
INCREASED
Shares33,546 from 33,391
Change+155 (+0%)
Value$2.9M (-$375.2K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares32,667 from 25,925
Change+6,742 (+26%)
Value$2.8M (+$285.6K)
Filed 2026-11-02
Seizert Capital Partners, LLC
INCREASED
Shares28,747 from 27,788
Change+959 (+3%)
Value$2.5M (-$239.9K)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares28,032 from 32,034
Change-4,002 (-12%)
Value$2.4M (-$721.5K)
Filed 2026-10-22
Sippican Capital Advisors
DECREASED
Shares27,205 from 27,676
Change-471 (-2%)
Value$2.4M (-$363.2K)
Filed 2026-10-23
LPL Financial LLC
DECREASED
Shares19,139 from 19,708
Change-569 (-3%)
Value$1.7M (-$279.0K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares16,719 from 19,782
Change-3,063 (-15%)
Value$1.5M (-$497.1K)
Filed 2026-10-16
Salzhauer Michael
DECREASED
Shares14,924 from 17,974
Change-3,050 (-17%)
Value$1.3M (-$474.9K)
Filed 2026-10-28
Unison Advisors LLC
INCREASED
Shares13,615 from 13,581
Change+34 (+0%)
Value$1.2M (-$155.1K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares12,177 from 16,326
Change-4,149 (-25%)
Value$1.1M (-$551.5K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares11,373 from 10,254
Change+1,119 (+11%)
Value$990.8K (-$21.9K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares10,300 from 11,120
Change-820 (-7%)
Value$897.3K (-$200.9K)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares9,989 from 10,744
Change-755 (-7%)
Value$870.2K (-$190.8K)
Filed 2026-11-04
SummerHaven Investment Management, LLC
NEW
Shares9,377
Change+9,377
Value$816.9K
Filed 2026-10-19
Great Lakes Advisors, LLC
INCREASED
Shares8,049 from 7,712
Change+337 (+4%)
Value$701.2K (-$60.4K)
Filed 2026-11-06
Santa Monica Partners LP
UNCHANGED
Shares7,811 from 7,811
Change0 (0%)
Value$680 (-$770.3K)
Filed 2026-10-27
Smith Group Asset Management, LLC
INCREASED
Shares7,172 from 7,060
Change+112 (+2%)
Value$624.8K (-$72.4K)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares6,460 from 6,460
Change0 (0%)
Value$562.8K (-$75.2K)
Filed 2026-10-21
Diversified Trust Co
INCREASED
Shares5,899 from 5,441
Change+458 (+8%)
Value$513.9K (-$23.4K)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares4,880 from 4,868
Change+12 (+0%)
Value$425.1K (-$55.6K)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
NEW
Shares4,250
Change+4,250
Value$369
Filed 2026-10-27
OP Asset Management Ltd
UNCHANGED
Shares4,064 from 4,064
Change0 (0%)
Value$354.1K (-$47.3K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares3,992 from 3,357
Change+635 (+19%)
Value$347.8K (+$16.2K)
Filed 2026-10-30
State of Alaska, Department of Revenue
INCREASED
Shares3,261 from 3,163
Change+98 (+3%)
Value$283 (-$269.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,116 from 2,967
Change+149 (+5%)
Value$272.6K (-$16.8K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares3,053 from 2,992
Change+61 (+2%)
Value$266.0K (-$29.5K)
Filed 2026-11-03
Pictet Asset Management Holding SA
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$202.8K (-$27.1K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares2,306 from 2,326
Change-20 (-1%)
Value$200.9K (-$10.9K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares1,486 from 1,737
Change-251 (-14%)
Value$129.5K (-$42.1K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares715 from 423
Change+292 (+69%)
Value$62.3K (+$20.5K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares290 from 288
Change+2 (+1%)
Value$25.3K (-$3.2K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares284 from 243
Change+41 (+17%)
Value$24.7K (+$689)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares255 from 140
Change+115 (+82%)
Value$22.2K (+$8.4K)
Filed 2026-10-02
Allworth Financial LP
INCREASED
Shares229 from 227
Change+2 (+1%)
Value$22.6K (+$198)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares200 from 48
Change+152 (+317%)
Value$17.4K (+$12.7K)
Filed 2026-10-26
Nykredit A/S
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$14.1K (-$1.9K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
DECREASED
Shares125 from 129
Change-4 (-3%)
Value$11 (-$2)
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$10.7K (-$1.4K)
Filed 2026-10-16
Nisa Investment Advisors, LLC
DECREASED
Shares117 from 842
Change-725 (-86%)
Value$10.2K (-$73.0K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares103 from 7
Change+96 (+1371%)
Value$9 (+$8)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares77 from 52
Change+25 (+48%)
Value$6.7K (+$1.6K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$6.3K (-$838)
Filed 2026-11-06
US Bancorp \de\
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.2K (-$699)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares49
Change+49
Value$4.3K
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW
Shares33
Change+33
Value$2.9K
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.7K (-$361)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.7K (-$361)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares28 from 39
Change-11 (-28%)
Value$2.4K (-$1.4K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares21 from 6
Change+15 (+250%)
Value$1.8K (+$1.2K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
NEW
Shares10
Change+10
Value$871
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$872 (-$116)
Filed 2026-10-27
True Wealth Design, LLC
NEW
Shares9
Change+9
Value$785
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares4 from 19
Change-15 (-79%)
Value$349 (-$1.5K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$349 (-$47)
Filed 2026-10-20
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$261 (-$35)
Filed 2026-10-22
Blue Trust, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$174 (-$24)
Filed 2026-10-15
Assetmark, Inc
NEW
Shares1
Change+1
Value$87
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$96 (-$3)
Filed 2026-10-30
R Squared Ltd
CLOSED
Shares0 from 2,674
Change-2,674 (-100%)
Value$0 (-$264.1K)
Filed 2026-11-06
Balboa Wealth Partners
CLOSED
Shares0 from 2,169
Change-2,169 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-20
New York State Teachers Retirement System
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$80.0K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 129
Change-129 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$889)
Filed 2026-10-07
Simplex Trading, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$493)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$395)
Filed 2026-10-23
BlackRock, Inc.
N/A
Shares— from 1,209,119
Change-1,209,119 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,022,383
Change-1,022,383 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 525,415
Change-525,415 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 512,527
Change-512,527 (-100%)
Value—
State Street Corp
N/A
Shares— from 469,133
Change-469,133 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 354,845
Change-354,845 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 302,632
Change-302,632 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 245,548
Change-245,548 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 219,861
Change-219,861 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 212,244
Change-212,244 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 210,367
Change-210,367 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 193,293
Change-193,293 (-100%)
Value—
UBS Group AG
N/A
Shares— from 181,980
Change-181,980 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 176,623
Change-176,623 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 168,591
Change-168,591 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 162,686
Change-162,686 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 158,921
Change-158,921 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 147,221
Change-147,221 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 124,836
Change-124,836 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 114,491
Change-114,491 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 102,955
Change-102,955 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 98,531
Change-98,531 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 98,070
Change-98,070 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 93,687
Change-93,687 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 86,213
Change-86,213 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 85,755
Change-85,755 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 84,335
Change-84,335 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 81,373
Change-81,373 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 75,870
Change-75,870 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 74,451
Change-74,451 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 71,487
Change-71,487 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 67,775
Change-67,775 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 64,517
Change-64,517 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 63,751
Change-63,751 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 63,445
Change-63,445 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 54,562
Change-54,562 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 54,307
Change-54,307 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 51,151
Change-51,151 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 48,678
Change-48,678 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 43,477
Change-43,477 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 31,500
Change-31,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 31,009
Change-31,009 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 30,372
Change-30,372 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 30,254
Change-30,254 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 26,332
Change-26,332 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 25,869
Change-25,869 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 22,278
Change-22,278 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 21,735
Change-21,735 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 21,270
Change-21,270 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,166
Change-20,166 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 18,518
Change-18,518 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,408
Change-18,408 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,225
Change-17,225 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,892
Change-15,892 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 15,226
Change-15,226 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 15,147
Change-15,147 (-100%)
Value—
Man Group plc
N/A
Shares— from 14,601
Change-14,601 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 14,204
Change-14,204 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 13,591
Change-13,591 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 11,943
Change-11,943 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 10,160
Change-10,160 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,994
Change-9,994 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,773
Change-9,773 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,427
Change-9,427 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 9,404
Change-9,404 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 9,314
Change-9,314 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 8,941
Change-8,941 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 7,970
Change-7,970 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 879
Change-879 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 529
Change-529 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 347
Change-347 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 155
Change-155 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 102
Change-102 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Quarry LP
N/A
Shares— from 38
Change-38 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29
Change-29 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 27
Change-27 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Patriot Financial Partners GP II, L.P.
UNCHANGED664,884664,88400%$65.7M$57.9M-$7.7M2026-11-04
Dimensional Fund Advisors LP
INCREASED522,695472,599+50,096+11%$46.7M$45.5M-$1.1M2026-11-04
Geode Capital Management, LLC
INCREASED314,296308,061+6,235+2%$30.4M$27.4M-$3.0M2026-11-06
Bank of New York Mellon Corp
DECREASED189,537195,372-5,835-3%$19.3M$16.5M-$2.8M2026-11-05
Russell Investments Group, Ltd.
DECREASED111,906128,465-16,559-13%$12.7M$9.7M-$2.9M2026-11-06
Ranger Investment Management, L.P.
DECREASED109,819109,857-380%$10.8M$9.6M-$1.3M2026-11-06
Principal Financial Group Inc
INCREASED43,55623,244+20,312+87%$2.3M$3.8M+$1.5M2026-11-02
Lido Advisors, LLC
INCREASED34,48434,483+10%$3.4M$3.0M-$401.3K2026-11-04
Knights of Columbus Asset Advisors LLC
INCREASED33,54633,391+155+0%$3.3M$2.9M-$375.2K2026-11-05
Creative Planning
INCREASED32,66725,925+6,742+26%$2.6M$2.8M+$285.6K2026-11-02
Seizert Capital Partners, LLC
INCREASED28,74727,788+959+3%$2.7M$2.5M-$239.9K2026-10-30
Sterling Capital Management LLC
DECREASED28,03232,034-4,002-12%$3.2M$2.4M-$721.5K2026-10-22
Sippican Capital Advisors
DECREASED27,20527,676-471-2%$2.7M$2.4M-$363.2K2026-10-23
LPL Financial LLC
DECREASED19,13919,708-569-3%$1.9M$1.7M-$279.0K2026-11-06
Y-Intercept (Hong Kong) Ltd
DECREASED16,71919,782-3,063-15%$2.0M$1.5M-$497.1K2026-10-16
Salzhauer Michael
DECREASED14,92417,974-3,050-17%$1.8M$1.3M-$474.9K2026-10-28
Unison Advisors LLC
INCREASED13,61513,581+34+0%$1.3M$1.2M-$155.1K2026-10-29
Citigroup Inc
DECREASED12,17716,326-4,149-25%$1.6M$1.1M-$551.5K2026-11-04
Barclays PLC
INCREASED11,37310,254+1,119+11%$1.0M$990.8K-$21.9K2026-11-06
Deutsche Bank Ag\
DECREASED10,30011,120-820-7%$1.1M$897.3K-$200.9K2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED9,98910,744-755-7%$1.1M$870.2K-$190.8K2026-11-04
SummerHaven Investment Management, LLC
NEW9,377—+9,377——$816.9K—2026-10-19
Great Lakes Advisors, LLC
INCREASED8,0497,712+337+4%$761.6K$701.2K-$60.4K2026-11-06
Santa Monica Partners LP
UNCHANGED7,8117,81100%$771.0K$680-$770.3K2026-10-27
Smith Group Asset Management, LLC
INCREASED7,1727,060+112+2%$697.2K$624.8K-$72.4K2026-10-27
Kings Path Partners LLC
UNCHANGED6,4606,46000%$638.0K$562.8K-$75.2K2026-10-21
Diversified Trust Co
INCREASED5,8995,441+458+8%$537.4K$513.9K-$23.4K2026-11-06
Joel Isaacson & Co., LLC
INCREASED4,8804,868+12+0%$480.8K$425.1K-$55.6K2026-11-05
DekaBank Deutsche Girozentrale
NEW4,250—+4,250——$369—2026-10-27
OP Asset Management Ltd
UNCHANGED4,0644,06400%$401.4K$354.1K-$47.3K2026-11-05
Truist Financial Corp
INCREASED3,9923,357+635+19%$331.5K$347.8K+$16.2K2026-10-30
State of Alaska, Department of Revenue
INCREASED3,2613,163+98+3%$270.0K$283-$269.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED3,1162,967+149+5%$289.4K$272.6K-$16.8K2026-10-13
Arizona State Retirement System
INCREASED3,0532,992+61+2%$295.5K$266.0K-$29.5K2026-11-03
Pictet Asset Management Holding SA
UNCHANGED2,3282,32800%$229.9K$202.8K-$27.1K2026-11-03
Savant Capital, LLC
DECREASED2,3062,326-20-1%$211.8K$200.9K-$10.9K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED1,4861,737-251-14%$171.5K$129.5K-$42.1K2026-11-04
Signaturefd, LLC
INCREASED715423+292+69%$41.8K$62.3K+$20.5K2026-10-23
Gamma Investing LLC
INCREASED290288+2+1%$28.4K$25.3K-$3.2K2026-10-08
Farther Finance Advisors, LLC
INCREASED284243+41+17%$24.1K$24.7K+$6892026-10-08
Versant Capital Management, Inc
INCREASED255140+115+82%$13.8K$22.2K+$8.4K2026-10-02
Allworth Financial LP
INCREASED229227+2+1%$22.4K$22.6K+$1982026-11-06
SJS Investment Consulting Inc.
INCREASED20048+152+317%$4.7K$17.4K+$12.7K2026-10-26
Nykredit A/S
UNCHANGED16216200%$16.0K$14.1K-$1.9K2026-11-06
Harbor Capital Advisors, Inc.
DECREASED125129-4-3%$13$11-$22026-10-22
IFP Advisors, Inc
UNCHANGED12312300%$12.1K$10.7K-$1.4K2026-10-16
Nisa Investment Advisors, LLC
DECREASED117842-725-86%$83.2K$10.2K-$73.0K2026-10-20
Covestor Ltd
INCREASED1037+96+1371%$1$9+$82026-10-30
Fifth Third Bancorp
INCREASED7752+25+48%$5.1K$6.7K+$1.6K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED727200%$7.1K$6.3K-$8382026-11-06
US Bancorp \de\
UNCHANGED606000%$5.9K$5.2K-$6992026-11-05
Root Financial Partners, LLC
NEW49—+49——$4.3K—2026-10-21
Pension & Wealth Management Advisors, Inc.
NEW33—+33——$2.9K—2026-10-16
Essential Partners LLC
UNCHANGED313100%$3.1K$2.7K-$3612026-10-14
Larson Financial Group LLC
UNCHANGED313100%$3.1K$2.7K-$3612026-11-05
Parallel Advisors, LLC
DECREASED2839-11-28%$3.9K$2.4K-$1.4K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED216+15+250%$593$1.8K+$1.2K2026-11-05
Ascentis Wealth Management, LLC
NEW10—+10——$871—2026-11-03
Parkside Financial Bank & Trust
UNCHANGED101000%$988$872-$1162026-10-27
True Wealth Design, LLC
NEW9—+9——$785—2026-10-13
Clearstead Advisors, LLC
DECREASED419-15-79%$1.9K$349-$1.5K2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED4400%$396$349-$472026-10-20
SBI Securities Co., Ltd.
UNCHANGED3300%$296$261-$352026-10-22
Blue Trust, Inc.
UNCHANGED2200%$198$174-$242026-10-15
Assetmark, Inc
NEW1—+1——$87—2026-10-21
Hughes Financial Services, LLC
UNCHANGED1100%$99$96-$32026-10-30
R Squared Ltd
CLOSED02,674-2,674-100%$264.1K$0-$264.1K2026-11-06
Balboa Wealth Partners
CLOSED02,169-2,169-100%$214.2K$0-$214.2K2026-10-20
New York State Teachers Retirement System
CLOSED0808-808-100%$80.0K$0-$80.0K2026-10-22
Caitong International Asset Management Co., Ltd
CLOSED0129-129-100%$12.7K$0-$12.7K2026-10-29
Wealth Enhancement Trust Services, Inc.
CLOSED09-9-100%$889$0-$8892026-10-07
Simplex Trading, LLC
CLOSED05-5-100%$493$0-$4932026-11-04
Stone House Investment Management, LLC
CLOSED04-4-100%$395$0-$3952026-10-23
BlackRock, Inc.
N/A—1,209,119-1,209,119-100%$119.4M———
Wellington Management Group LLP
N/A—1,022,383-1,022,383-100%$101.0M———
Adage Capital Partners GP, L.L.C.
N/A—525,415-525,415-100%$51.9M———
Vanguard Capital Management LLC
N/A—512,527-512,527-100%$50.6M———
State Street Corp
N/A—469,133-469,133-100%$46.3M———
American Century Companies Inc
N/A—354,845-354,845-100%$35.0M———
Citadel Advisors LLC
N/A—302,632-302,632-100%$29.9M———
Millennium Management LLC
N/A—245,548-245,548-100%$24.3M———
Two Sigma Investments, LP
N/A—219,861-219,861-100%$21.7M———
Kennedy Capital Management LLC
N/A—212,244-212,244-100%$21.0M———
Basswood Capital Management, L.L.C.
N/A—210,367-210,367-100%$20.8M———
Nuveen, LLC
N/A—193,293-193,293-100%$19.1M———
UBS Group AG
N/A—181,980-181,980-100%$18.0M———
Alliancebernstein L.P.
N/A—176,623-176,623-100%$14.7M———
Morgan Stanley
N/A—168,591-168,591-100%$16.7M———
D. E. Shaw & Co., Inc.
N/A—162,686-162,686-100%$16.1M———
Qube Research & Technologies Ltd
N/A—158,921-158,921-100%$15.7M———
Banc Funds Co LLC
N/A—147,221-147,221-100%$14.5M———
Vanguard Portfolio Management LLC
N/A—124,836-124,836-100%$12.3M———
AQR Capital Management LLC
N/A—114,491-114,491-100%$11.3M———
Northern Trust Corp
N/A—102,955-102,955-100%$10.2M———
JPMorgan Chase & Co
N/A—98,531-98,531-100%$9.8M———
Prudential Financial Inc
N/A—98,070-98,070-100%$9.7M———
Charles Schwab Investment Management Inc
N/A—93,687-93,687-100%$9.3M———
Goldman Sachs Group Inc
N/A—86,213-86,213-100%$8.5M———
Panagora Asset Management Inc
N/A—85,755-85,755-100%$8.5M———
Trexquant Investment LP
N/A—84,335-84,335-100%$8.3M———
Algert Global LLC
N/A—81,373-81,373-100%$8.0M———
Vanguard Fiduciary Trust Co
N/A—75,870-75,870-100%$7.5M———
Bridgeway Capital Management, LLC
N/A—74,451-74,451-100%$7.4M———
Tudor Investment Corp ET AL
N/A—71,487-71,487-100%$7.1M———
Pacific Ridge Capital Partners, LLC
N/A—67,775-67,775-100%$6.7M———
Bank of America Corp
N/A—64,517-64,517-100%$6.4M———
Franklin Resources Inc
N/A—63,751-63,751-100%$6.3M———
Acadian Asset Management LLC
N/A—63,445-63,445-100%$6.3M———
Ameriprise Financial Inc
N/A—54,562-54,562-100%$5.4M———
State of Wisconsin Investment Board
N/A—54,307-54,307-100%$5.4M———
Empowered Funds, LLC
N/A—51,151-51,151-100%$5.1M———
Soros Fund Management LLC
N/A—50,000-50,000-100%$4.9M———
Invesco Ltd.
N/A—48,678-48,678-100%$4.8M———
EJF Capital LP
N/A—43,477-43,477-100%$4.3M———
Harbor Advisors LLC
N/A—31,500-31,500-100%$3.1M———
BNP Paribas Financial Markets
N/A—31,009-31,009-100%$3.1M———
Segall Bryant & Hamill, LLC
N/A—30,372-30,372-100%$3.0M———
ExodusPoint Capital Management, LP
N/A—30,254-30,254-100%$3.0M———
XTX Topco Ltd
N/A—26,332-26,332-100%$2.6M———
Price T Rowe Associates Inc
N/A—25,869-25,869-100%$2.6M———
Jupiter Asset Management LTD
N/A—22,278-22,278-100%$2.2M———
Swiss National Bank
N/A—22,000-22,000-100%$2.2M———
Martingale Asset Management L P
N/A—21,811-21,811-100%$2.2M———
Emerald Mutual Fund Advisers Trust
N/A—21,735-21,735-100%$2.1M———
Point72 Asset Management, L.P.
N/A—21,270-21,270-100%$2.1M———
Engineers Gate Manager LP
N/A—20,166-20,166-100%$2.0M———
Arrowstreet Capital, Limited Partnership
N/A—18,518-18,518-100%$1.8M———
UBS Asset Management Americas LLC
N/A—18,408-18,408-100%$1.8M———
Wells Fargo & Company
N/A—17,225-17,225-100%$1.7M———
Vanguard Global Advisers, LLC
N/A—15,892-15,892-100%$1.6M———
Massachusetts Financial Services Co
N/A—15,226-15,226-100%$1.5M———
Rhumbline Advisers
N/A—15,147-15,147-100%$1.5M———
Man Group plc
N/A—14,601-14,601-100%$1.4M———
Integrated Quantitative Investments LLC
N/A—14,204-14,204-100%$1.4M———
Renaissance Technologies LLC
N/A—13,800-13,800-100%$1.4M———
Jacobs Levy Equity Management, Inc
N/A—13,591-13,591-100%$1.3M———
Quantbot Technologies LP
N/A—11,943-11,943-100%$1.2M———
California State Teachers Retirement System
N/A—11,783-11,783-100%$1.2M———
Rafferty Asset Management, LLC
N/A—10,992-10,992-100%$1.1M———
Graham Capital Management, L.P.
N/A—10,160-10,160-100%$1.0M———
Mariner, LLC
N/A—9,994-9,994-100%$987.1K———
Legal & General Group Plc
N/A—9,773-9,773-100%$965.2K———
Quantinno Capital Management LP
N/A—9,686-9,686-100%$956.6K———
GSA Capital Partners LLP
N/A—9,490-9,490-100%$937.0K———
SEI Investments Co
N/A—9,440-9,440-100%$932.3K———
FMR LLC
N/A—9,427-9,427-100%$931.0K———
Vident Advisory, LLC
N/A—9,404-9,404-100%$928.7K———
Centiva Capital, LP
N/A—9,314-9,314-100%$919.9K———
Newport Trust Company, LLC
N/A—8,941-8,941-100%$883.0K———
Legato Capital Management LLC
N/A—8,384-8,384-100%$828.0K———
Squarepoint Ops LLC
N/A—8,084-8,084-100%$798.4K———
Envestnet Asset Management Inc
N/A—8,020-8,020-100%$792.1K———
Vanguard Asset Management, Ltd
N/A—7,970-7,970-100%$787.1K———
Teacher Retirement System of Texas
N/A—7,128-7,128-100%$704.0K———
SG Americas Securities, LLC
N/A—7,035-7,035-100%$695.0K———
MetLife Investment Management, LLC
N/A—6,514-6,514-100%$643.3K———
Lazard Asset Management LLC
N/A—6,056-6,056-100%$598.1K———
Jain Global LLC
N/A—5,613-5,613-100%$554.3K———
Jupiter Topco LLC
N/A—5,287-5,287-100%$522.0K———
DRW Securities, LLC
N/A—5,215-5,215-100%$515.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,139-5,139-100%$507.5K———
Quadrature Capital Ltd
N/A—4,823-4,823-100%$476.3K———
PFG Investments, LLC
N/A—4,745-4,745-100%$468.6K———
LOS Angeles Capital Management LLC
N/A—4,733-4,733-100%$467.4K———
New York State Common Retirement Fund
N/A—4,686-4,686-100%$462.8K———
Marshall Wace, LLP
N/A—4,509-4,509-100%$445.3K———
EntryPoint Capital, LLC
N/A—4,418-4,418-100%$436.3K———
Canada Pension Plan Investment Board
N/A—4,000-4,000-100%$395.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,663-3,663-100%$361.8K———
Intech Investment Management LLC
N/A—3,314-3,314-100%$327.3K———
KLP Kapitalforvaltning AS
N/A—3,300-3,300-100%$325.9K———
Police & Firemen's Retirement System of New Jersey
N/A—3,292-3,292-100%$325.1K———
Balyasny Asset Management L.P.
N/A—3,205-3,205-100%$316.5K———
Mercer Global Advisors Inc
N/A—3,109-3,109-100%$307.0K———
First Trust Advisors LP
N/A—3,014-3,014-100%$297.7K———
EP Wealth Advisors, LLC
N/A—2,937-2,937-100%$290.1K———
Manufacturers Life Insurance Company, the
N/A—2,832-2,832-100%$279.7K———
Systematic Alpha Investments, LLC
N/A—2,700-2,700-100%$266.7K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,683-2,683-100%$265.0K———
Vanguard Investments Australia, Ltd.
N/A—2,663-2,663-100%$263.0K———
Brevan Howard Capital Management LP
N/A—2,631-2,631-100%$259.8K———
Janney Montgomery Scott LLC
N/A—2,343-2,343-100%$231.0K———
Cetera Investment Advisers
N/A—2,318-2,318-100%$228.9K———
Voya Investment Management LLC
N/A—2,188-2,188-100%$216.1K———
Cerity Partners LLC
N/A—2,139-2,139-100%$211.3K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,094-2,094-100%$206.8K———
Oxford Asset Management LLP
N/A—2,055-2,055-100%$203.0K———
Avalon Trust Co
N/A—1,500-1,500-100%$148.1K———
Ameritas Investment Partners, Inc.
N/A—1,013-1,013-100%$100.0K———
Tower Research Capital LLC (TRC)
N/A—879-879-100%$86.8K———
Rockefeller Capital Management L.P.
N/A—529-529-100%$52.2K———
Royal Bank of Canada
N/A—347-347-100%$34.0K———
WealthCollab, LLC
N/A—340-340-100%$33.6K———
Emerald Advisers, LLC
N/A—299-299-100%$29.5K———
Kilter Group LLC
N/A—206-206-100%$20.3K———
Arax Advisory Partners
N/A—155-155-100%$15.3K———
Optiver Holding B.V.
N/A—102-102-100%$10.1K———
Smartleaf Asset Management LLC
N/A—78-78-100%$7.7K———
Rothschild Investment LLC
N/A—66-66-100%$6.5K———
Federated Hermes, Inc.
N/A—52-52-100%$5.1K———
Quarry LP
N/A—38-38-100%$3.8K———
Basecamp Wealth Advisors LLC
N/A—31-31-100%$3.1K———
Bessemer Group Inc
N/A—30-30-100%$3———
Osaic Holdings, Inc.
N/A—29-29-100%$2.9K———
Picton Mahoney Asset Management
N/A—27-27-100%$2.7K———
Keating Financial Advisory Services, Inc.
N/A—3-3-100%$296———
JPL Wealth Management, LLC
N/A—1-1-100%$99———
Huntington National Bank
N/A—1-1-100%$99———
Showing 208 of 208 institutions