Microvision Inc (MVIS)

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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Allworth Financial LP

NEW

Shares95

Change+95

Value$32

Filed 2026-11-06

Horizon Financial Services, LLC

NEW

Shares0

Change0

Value$0

Filed 2026-11-04

Geode Capital Management, LLC

CLOSED

Shares0 from 3,918,421

Change-3,918,421 (-100%)

Value$0 (-$1.3M)

Filed 2026-11-06

LPL Financial LLC

CLOSED

Shares0 from 1,036,314

Change-1,036,314 (-100%)

Value$0 (-$338.9K)

Filed 2026-11-06

MCF Advisors LLC

CLOSED

Shares0 from 918,660

Change-918,660 (-100%)

Value$0 (-$300.4K)

Filed 2026-10-28

J. Safra Sarasin Holding AG

CLOSED

Shares0 from 414,878

Change-414,878 (-100%)

Value$0 (-$135.7K)

Filed 2026-10-26

Imc-Chicago, LLC

CLOSED

Shares0 from 316,654

Change-316,654 (-100%)

Value$0 (-$103.5K)

Filed 2026-11-05

Barclays PLC

CLOSED

Shares0 from 283,672

Change-283,672 (-100%)

Value$0 (-$92.8K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 192,387

Change-192,387 (-100%)

Value$0 (-$62.9K)

Filed 2026-10-16

Creative Planning

CLOSED

Shares0 from 182,525

Change-182,525 (-100%)

Value$0 (-$59.7K)

Filed 2026-11-02

Citigroup Inc

CLOSED

Shares0 from 127,673

Change-127,673 (-100%)

Value$0 (-$41.7K)

Filed 2026-11-04

Lakeside Advisors, Inc.

CLOSED

Shares0 from 102,638

Change-102,638 (-100%)

Value$0 (-$33.6K)

Filed 2026-10-20

Synergy Asset Management, LLC

CLOSED

Shares0 from 72,891

Change-72,891 (-100%)

Value$0 (-$23.8K)

Filed 2026-11-05

S. R. Schill & Associates

CLOSED

Shares0 from 65,724

Change-65,724 (-100%)

Value$0 (-$21.5K)

Filed 2026-10-20

Valeo Financial Advisors, LLC

CLOSED

Shares0 from 60,289

Change-60,289 (-100%)

Value$0 (-$19.7K)

Filed 2026-10-08

Diversify Wealth Management, LLC

CLOSED

Shares0 from 60,000

Change-60,000 (-100%)

Value$0 (-$15.2K)

Filed 2026-10-20

Diversify Advisory Services, LLC

CLOSED

Shares0 from 60,000

Change-60,000 (-100%)

Value$0 (-$15.2K)

Filed 2026-10-20

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 59,711

Change-59,711 (-100%)

Value$0 (-$19.5K)

Filed 2026-11-06

Winthrop Advisory Group LLC

CLOSED

Shares0 from 58,090

Change-58,090 (-100%)

Value$0 (-$19.0K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 45,320

Change-45,320 (-100%)

Value$0 (-$17.4K)

Filed 2026-10-13

Warwick Investment Management, Inc.

CLOSED

Shares0 from 42,622

Change-42,622 (-100%)

Value$0 (-$13.9K)

Filed 2026-10-19

MKD Wealth Coaches, LLC

CLOSED

Shares0 from 42,136

Change-42,136 (-100%)

Value$0 (-$13.8K)

Filed 2026-10-09

Patten & Patten Inc

CLOSED

Shares0 from 38,111

Change-38,111 (-100%)

Value$0 (-$12.5K)

Filed 2026-10-26

FSM Wealth Advisors, LLC

CLOSED

Shares0 from 30,650

Change-30,650 (-100%)

Value$0 (-$10.0K)

Filed 2026-10-27

Parr Mcknight Wealth Management Group, LLC

CLOSED

Shares0 from 30,302

Change-30,302 (-100%)

Value$0 (-$9.9K)

Filed 2026-10-30

Bank of New York Mellon Corp

CLOSED

Shares0 from 27,838

Change-27,838 (-100%)

Value$0 (-$9.1K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 27,131

Change-27,131 (-100%)

Value$0 (-$8.9K)

Filed 2026-11-02

Paradigm, Strategies in Wealth Management, LLC

CLOSED

Shares0 from 26,000

Change-26,000 (-100%)

Value$0 (-$8.5K)

Filed 2026-10-16

Brighton Jones LLC

CLOSED

Shares0 from 22,843

Change-22,843 (-100%)

Value$0 (-$7.5K)

Filed 2026-11-03

Compound Planning, Inc.

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$6.5K)

Filed 2026-11-05

Deltec Asset Management LLC

CLOSED

Shares0 from 19,000

Change-19,000 (-100%)

Value$0 (-$6.2K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 18,661

Change-18,661 (-100%)

Value$0 (-$6)

Filed 2026-11-02

Prime Capital Investment Advisors, LLC

CLOSED

Shares0 from 17,850

Change-17,850 (-100%)

Value$0 (-$5.8K)

Filed 2026-10-20

Flagship Harbor Advisors, LLC

CLOSED

Shares0 from 17,000

Change-17,000 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-26

Chicago Capital, LLC

CLOSED

Shares0 from 16,681

Change-16,681 (-100%)

Value$0 (-$5.5K)

Filed 2026-10-13

Fiscal Wisdom Wealth Management, LLC

CLOSED

Shares0 from 15,879

Change-15,879 (-100%)

Value$0 (-$5.2K)

Filed 2026-10-16

SBI Securities Co., Ltd.

CLOSED

Shares0 from 14,804

Change-14,804 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-22

Allegheny Financial Group

CLOSED

Shares0 from 12,500

Change-12,500 (-100%)

Value$0 (-$4.1K)

Filed 2026-11-05

ProShare Advisors LLC

CLOSED

Shares0 from 12,268

Change-12,268 (-100%)

Value$0 (-$4.0K)

Filed 2026-10-29

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-21

Canvas Wealth Advisors, LLC

CLOSED

Shares0 from 10,300

Change-10,300 (-100%)

Value$0 (-$3.4K)

Filed 2026-11-02

Fulcrum Wealth Advisors, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$3.3K)

Filed 2026-10-16

Nfsg Corp

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$3.3K)

Filed 2026-10-15

Farther Finance Advisors, LLC

CLOSED

Shares0 from 5,717

Change-5,717 (-100%)

Value$0 (-$1.9K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 4,741

Change-4,741 (-100%)

Value$0 (-$1.6K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 3,061

Change-3,061 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-04

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 2,033

Change-2,033 (-100%)

Value$0 (-$841)

Filed 2026-10-16

Signaturefd, LLC

CLOSED

Shares0 from 1,872

Change-1,872 (-100%)

Value$0 (-$612)

Filed 2026-10-23

Markowski Investments

CLOSED

Shares0 from 470

Change-470 (-100%)

Value$0 (-$154)

Filed 2026-10-30

Cape Investment Advisory, Inc.

CLOSED

Shares0 from 345

Change-345 (-100%)

Value$0 (-$113)

Filed 2026-10-13

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 313

Change-313 (-100%)

Value$0 (-$103)

Filed 2026-10-23

US Bancorp \de\

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$65)

Filed 2026-11-05

IFP Advisors, Inc

CLOSED

Shares0 from 136

Change-136 (-100%)

Value$0 (-$44)

Filed 2026-10-16

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$33)

Filed 2026-11-06

Clearstead Advisors, LLC

CLOSED

Shares0 from 59

Change-59 (-100%)

Value$0 (-$20)

Filed 2026-11-06

Salomon & Ludwin, LLC

CLOSED

Shares0 from 48

Change-48 (-100%)

Value$0 (-$20)

Filed 2026-10-29

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$8)

Filed 2026-10-30

Russell Investments Group, Ltd.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 ($0)

Filed 2026-11-06

Vanguard Capital Management LLC

N/A

Shares— from 14,716,813

Change-14,716,813 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 6,230,084

Change-6,230,084 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,427,576

Change-4,427,576 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 2,613,880

Change-2,613,880 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 2,044,249

Change-2,044,249 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,906,499

Change-1,906,499 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,817,204

Change-1,817,204 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,677,946

Change-1,677,946 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,550,777

Change-1,550,777 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 998,881

Change-998,881 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 988,779

Change-988,779 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 940,382

Change-940,382 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 795,096

Change-795,096 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 773,108

Change-773,108 (-100%)

Value—

BSW Wealth Partners

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 348,600

Change-348,600 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 339,934

Change-339,934 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 240,446

Change-240,446 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 223,321

Change-223,321 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 190,551

Change-190,551 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 173,468

Change-173,468 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 158,214

Change-158,214 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 134,411

Change-134,411 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 124,338

Change-124,338 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 99,467

Change-99,467 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 88,824

Change-88,824 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 63,626

Change-63,626 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 63,530

Change-63,530 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 63,221

Change-63,221 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 62,749

Change-62,749 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 61,728

Change-61,728 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 50,649

Change-50,649 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 50,347

Change-50,347 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 50,343

Change-50,343 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 50,171

Change-50,171 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 50,148

Change-50,148 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 42,506

Change-42,506 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 41,100

Change-41,100 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 40,383

Change-40,383 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 40,213

Change-40,213 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 37,999

Change-37,999 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 37,802

Change-37,802 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 36,897

Change-36,897 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 35,196

Change-35,196 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 29,177

Change-29,177 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 28,714

Change-28,714 (-100%)

Value—

Invst, LLC

N/A

Shares— from 25,079

Change-25,079 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 24,350

Change-24,350 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 23,411

Change-23,411 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 20,984

Change-20,984 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,226

Change-18,226 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 17,288

Change-17,288 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 15,226

Change-15,226 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 13,729

Change-13,729 (-100%)

Value—

Iron Gate Global Advisors LLC

N/A

Shares— from 13,511

Change-13,511 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 10,025

Change-10,025 (-100%)

Value—

Bellwether Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Paul R. Ried Financial Group, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,973

Change-8,973 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,707

Change-3,707 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 2,450

Change-2,450 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,798

Change-1,798 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 505

Change-505 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 500

Change-500 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 161

Change-161 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 157

Change-157 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 104

Change-104 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 25

Change-25 (-100%)

Value—

	Status
Allworth Financial LP	NEW	95	—	+95	—	—	$32	—	2026-11-06
Horizon Financial Services, LLC	NEW	0	—	0	—	—	$0	—	2026-11-04
Geode Capital Management, LLC	CLOSED	0	3,918,421	-3,918,421	-100%	$1.3M	$0	-$1.3M	2026-11-06
LPL Financial LLC	CLOSED	0	1,036,314	-1,036,314	-100%	$338.9K	$0	-$338.9K	2026-11-06
MCF Advisors LLC	CLOSED	0	918,660	-918,660	-100%	$300.4K	$0	-$300.4K	2026-10-28
J. Safra Sarasin Holding AG	CLOSED	0	414,878	-414,878	-100%	$135.7K	$0	-$135.7K	2026-10-26
Imc-Chicago, LLC	CLOSED	0	316,654	-316,654	-100%	$103.5K	$0	-$103.5K	2026-11-05
Barclays PLC	CLOSED	0	283,672	-283,672	-100%	$92.8K	$0	-$92.8K	2026-11-06
Y-Intercept (Hong Kong) Ltd	CLOSED	0	192,387	-192,387	-100%	$62.9K	$0	-$62.9K	2026-10-16
Creative Planning	CLOSED	0	182,525	-182,525	-100%	$59.7K	$0	-$59.7K	2026-11-02
Citigroup Inc	CLOSED	0	127,673	-127,673	-100%	$41.7K	$0	-$41.7K	2026-11-04
Lakeside Advisors, Inc.	CLOSED	0	102,638	-102,638	-100%	$33.6K	$0	-$33.6K	2026-10-20
Synergy Asset Management, LLC	CLOSED	0	72,891	-72,891	-100%	$23.8K	$0	-$23.8K	2026-11-05
S. R. Schill & Associates	CLOSED	0	65,724	-65,724	-100%	$21.5K	$0	-$21.5K	2026-10-20
Valeo Financial Advisors, LLC	CLOSED	0	60,289	-60,289	-100%	$19.7K	$0	-$19.7K	2026-10-08
Diversify Wealth Management, LLC	CLOSED	0	60,000	-60,000	-100%	$15.2K	$0	-$15.2K	2026-10-20
Diversify Advisory Services, LLC	CLOSED	0	60,000	-60,000	-100%	$15.2K	$0	-$15.2K	2026-10-20
Kestra Private Wealth Services, LLC	CLOSED	0	59,711	-59,711	-100%	$19.5K	$0	-$19.5K	2026-11-06
Winthrop Advisory Group LLC	CLOSED	0	58,090	-58,090	-100%	$19.0K	$0	-$19.0K	2026-10-22
Wealth Enhancement Advisory Services, LLC	CLOSED	0	45,320	-45,320	-100%	$17.4K	$0	-$17.4K	2026-10-13
Warwick Investment Management, Inc.	CLOSED	0	42,622	-42,622	-100%	$13.9K	$0	-$13.9K	2026-10-19
MKD Wealth Coaches, LLC	CLOSED	0	42,136	-42,136	-100%	$13.8K	$0	-$13.8K	2026-10-09
Patten & Patten Inc	CLOSED	0	38,111	-38,111	-100%	$12.5K	$0	-$12.5K	2026-10-26
FSM Wealth Advisors, LLC	CLOSED	0	30,650	-30,650	-100%	$10.0K	$0	-$10.0K	2026-10-27
Parr Mcknight Wealth Management Group, LLC	CLOSED	0	30,302	-30,302	-100%	$9.9K	$0	-$9.9K	2026-10-30
Bank of New York Mellon Corp	CLOSED	0	27,838	-27,838	-100%	$9.1K	$0	-$9.1K	2026-11-05
Commonwealth Equity Services, LLC	CLOSED	0	27,131	-27,131	-100%	$8.9K	$0	-$8.9K	2026-11-02
Paradigm, Strategies in Wealth Management, LLC	CLOSED	0	26,000	-26,000	-100%	$8.5K	$0	-$8.5K	2026-10-16
Brighton Jones LLC	CLOSED	0	22,843	-22,843	-100%	$7.5K	$0	-$7.5K	2026-11-03
Compound Planning, Inc.	CLOSED	0	20,000	-20,000	-100%	$6.5K	$0	-$6.5K	2026-11-05
Deltec Asset Management LLC	CLOSED	0	19,000	-19,000	-100%	$6.2K	$0	-$6.2K	2026-10-26
Cambridge Investment Research Advisors, Inc.	CLOSED	0	18,661	-18,661	-100%	$6	$0	-$6	2026-11-02
Prime Capital Investment Advisors, LLC	CLOSED	0	17,850	-17,850	-100%	$5.8K	$0	-$5.8K	2026-10-20
Flagship Harbor Advisors, LLC	CLOSED	0	17,000	-17,000	-100%	$5.6K	$0	-$5.6K	2026-10-26
Chicago Capital, LLC	CLOSED	0	16,681	-16,681	-100%	$5.5K	$0	-$5.5K	2026-10-13
Fiscal Wisdom Wealth Management, LLC	CLOSED	0	15,879	-15,879	-100%	$5.2K	$0	-$5.2K	2026-10-16
SBI Securities Co., Ltd.	CLOSED	0	14,804	-14,804	-100%	$4.8K	$0	-$4.8K	2026-10-22
Allegheny Financial Group	CLOSED	0	12,500	-12,500	-100%	$4.1K	$0	-$4.1K	2026-11-05
ProShare Advisors LLC	CLOSED	0	12,268	-12,268	-100%	$4.0K	$0	-$4.0K	2026-10-29
Wealthcare Advisory Partners LLC	CLOSED	0	12,000	-12,000	-100%	$3.9K	$0	-$3.9K	2026-10-21
Canvas Wealth Advisors, LLC	CLOSED	0	10,300	-10,300	-100%	$3.4K	$0	-$3.4K	2026-11-02
Fulcrum Wealth Advisors, LLC	CLOSED	0	10,000	-10,000	-100%	$3.3K	$0	-$3.3K	2026-10-16
Nfsg Corp	CLOSED	0	10,000	-10,000	-100%	$3.3K	$0	-$3.3K	2026-10-15
Farther Finance Advisors, LLC	CLOSED	0	5,717	-5,717	-100%	$1.9K	$0	-$1.9K	2026-10-08
Nisa Investment Advisors, LLC	CLOSED	0	4,741	-4,741	-100%	$1.6K	$0	-$1.6K	2026-10-20
EverSource Wealth Advisors, LLC	CLOSED	0	3,061	-3,061	-100%	$1.0K	$0	-$1.0K	2026-11-04
TD Waterhouse Canada Inc.	CLOSED	0	2,033	-2,033	-100%	$841	$0	-$841	2026-10-16
Signaturefd, LLC	CLOSED	0	1,872	-1,872	-100%	$612	$0	-$612	2026-10-23
Markowski Investments	CLOSED	0	470	-470	-100%	$154	$0	-$154	2026-10-30
Cape Investment Advisory, Inc.	CLOSED	0	345	-345	-100%	$113	$0	-$113	2026-10-13
Tradewinds Capital Management, LLC	CLOSED	0	313	-313	-100%	$103	$0	-$103	2026-10-23
US Bancorp \de\	CLOSED	0	200	-200	-100%	$65	$0	-$65	2026-11-05
IFP Advisors, Inc	CLOSED	0	136	-136	-100%	$44	$0	-$44	2026-10-16
PNC Financial Services Group, Inc.	CLOSED	0	100	-100	-100%	$33	$0	-$33	2026-11-06
Clearstead Advisors, LLC	CLOSED	0	59	-59	-100%	$20	$0	-$20	2026-11-06
Salomon & Ludwin, LLC	CLOSED	0	48	-48	-100%	$20	$0	-$20	2026-10-29
Smallwood Wealth Investment Management, LLC	CLOSED	0	25	-25	-100%	$8	$0	-$8	2026-10-30
Russell Investments Group, Ltd.	CLOSED	0	1	-1	-100%	$0	$0	$0	2026-11-06
Vanguard Capital Management LLC	N/A	—	14,716,813	-14,716,813	-100%	$4.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	6,230,084	-6,230,084	-100%	$2.0M	—	—	—
BlackRock, Inc.	N/A	—	4,427,576	-4,427,576	-100%	$1.4M	—	—	—
Millennium Management LLC	N/A	—	2,613,880	-2,613,880	-100%	$854.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	2,044,249	-2,044,249	-100%	$668.5K	—	—	—
Morgan Stanley	N/A	—	1,906,499	-1,906,499	-100%	$623.4K	—	—	—
UBS Group AG	N/A	—	1,817,204	-1,817,204	-100%	$594.2K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,677,946	-1,677,946	-100%	$548.7K	—	—	—
State Street Corp	N/A	—	1,550,777	-1,550,777	-100%	$507.1K	—	—	—
Bank of America Corp	N/A	—	998,881	-998,881	-100%	$326.6K	—	—	—
Citadel Advisors LLC	N/A	—	988,779	-988,779	-100%	$323.3K	—	—	—
AQR Capital Management LLC	N/A	—	940,382	-940,382	-100%	$307.5K	—	—	—
Northern Trust Corp	N/A	—	795,096	-795,096	-100%	$260.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	773,108	-773,108	-100%	$252.8K	—	—	—
BSW Wealth Partners	N/A	—	400,000	-400,000	-100%	$130.8K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	348,600	-348,600	-100%	$114.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	339,934	-339,934	-100%	$111.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	240,446	-240,446	-100%	$78.6K	—	—	—
Arax Advisory Partners	N/A	—	223,321	-223,321	-100%	$73.0K	—	—	—
IEQ Capital, LLC	N/A	—	190,551	-190,551	-100%	$62.3K	—	—	—
Invesco Ltd.	N/A	—	173,468	-173,468	-100%	$56.7K	—	—	—
Raymond James Financial Inc	N/A	—	158,214	-158,214	-100%	$51.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	134,411	-134,411	-100%	$44.0K	—	—	—
Mariner, LLC	N/A	—	124,338	-124,338	-100%	$40.7K	—	—	—
Rhumbline Advisers	N/A	—	99,467	-99,467	-100%	$32.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	88,824	-88,824	-100%	$29.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	63,626	-63,626	-100%	$17.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	63,530	-63,530	-100%	$20.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	63,221	-63,221	-100%	$20.7K	—	—	—
MAI Capital Management	N/A	—	62,749	-62,749	-100%	$20.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	61,728	-61,728	-100%	$20.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	50,649	-50,649	-100%	$16.7K	—	—	—
JPMorgan Chase & Co	N/A	—	50,347	-50,347	-100%	$15.0K	—	—	—
Engineers Gate Manager LP	N/A	—	50,343	-50,343	-100%	$16.5K	—	—	—
Group One Trading LLC	N/A	—	50,171	-50,171	-100%	$16.4K	—	—	—
XTX Topco Ltd	N/A	—	50,148	-50,148	-100%	$16.4K	—	—	—
Royal Bank of Canada	N/A	—	42,506	-42,506	-100%	$13.0K	—	—	—
Renaissance Technologies LLC	N/A	—	41,100	-41,100	-100%	$13.4K	—	—	—
Balyasny Asset Management L.P.	N/A	—	40,383	-40,383	-100%	$13.2K	—	—	—
Cetera Investment Advisers	N/A	—	40,213	-40,213	-100%	$13.2K	—	—	—
Stifel Financial Corp	N/A	—	40,000	-40,000	-100%	$13.1K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	37,999	-37,999	-100%	$12.4K	—	—	—
Victory Capital Management Inc	N/A	—	37,802	-37,802	-100%	$12.4K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	36,897	-36,897	-100%	$12.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	35,196	-35,196	-100%	$11.5K	—	—	—
Inspire Advisors, LLC	N/A	—	29,177	-29,177	-100%	$9.5K	—	—	—
HSBC Holdings PLC	N/A	—	28,714	-28,714	-100%	$9.2K	—	—	—
Invst, LLC	N/A	—	25,079	-25,079	-100%	$8.2K	—	—	—
DnB Asset Management AS	N/A	—	24,350	-24,350	-100%	$8.0K	—	—	—
Quantbot Technologies LP	N/A	—	23,411	-23,411	-100%	$7.7K	—	—	—
Virtu Financial LLC	N/A	—	20,984	-20,984	-100%	$7	—	—	—
HighTower Advisors, LLC	N/A	—	18,226	-18,226	-100%	$6.0K	—	—	—
Wells Fargo & Company	N/A	—	17,288	-17,288	-100%	$5.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	15,226	-15,226	-100%	$5.0K	—	—	—
SG Americas Securities, LLC	N/A	—	13,729	-13,729	-100%	$4	—	—	—
Iron Gate Global Advisors LLC	N/A	—	13,511	-13,511	-100%	$4.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	10,025	-10,025	-100%	$3.3K	—	—	—
Bellwether Advisors, LLC	N/A	—	10,000	-10,000	-100%	$3.3K	—	—	—
Paul R. Ried Financial Group, LLC	N/A	—	10,000	-10,000	-100%	$3.3K	—	—	—
FMR LLC	N/A	—	8,973	-8,973	-100%	$2.9K	—	—	—
BFC Planning, Inc.	N/A	—	5,500	-5,500	-100%	$1.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,707	-3,707	-100%	$1.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	2,450	-2,450	-100%	$809	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,798	-1,798	-100%	$588	—	—	—
Financial Avengers, Inc.	N/A	—	1,000	-1,000	-100%	$327	—	—	—
National Bank of Canada	N/A	—	505	-505	-100%	$167	—	—	—
Rockefeller Capital Management L.P.	N/A	—	500	-500	-100%	$164	—	—	—
McMillan Office, Inc.	N/A	—	161	-161	-100%	$53	—	—	—
Optiver Holding B.V.	N/A	—	157	-157	-100%	$51	—	—	—
Hantz Financial Services, Inc.	N/A	—	104	-104	-100%	$0	—	—	—
Bogart Wealth, LLC	N/A	—	100	-100	-100%	$33	—	—	—
Huntington National Bank	N/A	—	25	-25	-100%	$8	—	—	—

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