Microvast Holdings Inc (MVST)

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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Geode Capital Management, LLC

DECREASED

Shares3,286,726 from 5,548,956

Change-2,262,230 (-41%)

Value$2.1M (-$4.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares660,688 from 666,472

Change-5,784 (-1%)

Value$422.4K (-$357.4K)

Filed 2026-11-05

Dimensional Fund Advisors LP

DECREASED

Shares302,102 from 391,478

Change-89,376 (-23%)

Value$193.4K (-$263.6K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares241,281 from 249,162

Change-7,881 (-3%)

Value$154.3K (-$137.3K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares213,773 from 213,773

Change0 (0%)

Value$136.7K (-$113.4K)

Filed 2026-11-05

Imc-Chicago, LLC

DECREASED

Shares190,499 from 249,491

Change-58,992 (-24%)

Value$121.8K (-$170.1K)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares182,547 from 313,676

Change-131,129 (-42%)

Value$116.8K (-$250.2K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares164,747 from 314,584

Change-149,837 (-48%)

Value$105.3K (-$262.7K)

Filed 2026-11-06

Simplex Trading, LLC

DECREASED

Shares105,717 from 172,796

Change-67,079 (-39%)

Value$67.6K (-$134.6K)

Filed 2026-11-04

Amundi

NEW

Shares95,894

Change+95,894

Value$61.3K

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares87,710 from 474,771

Change-387,061 (-82%)

Value$56.1K (-$499.4K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares83,875 from 36,929

Change+46,946 (+127%)

Value$53.6K (+$10.4K)

Filed 2026-11-02

SBI Securities Co., Ltd.

INCREASED

Shares83,093 from 76,371

Change+6,722 (+9%)

Value$53.1K (-$36.2K)

Filed 2026-10-22

Anchyra Partners LLC

NEW

Shares60,274

Change+60,274

Value$38.5K

Filed 2026-10-13

Kestra Advisory Services, LLC

UNCHANGED

Shares58,850 from 58,850

Change0 (0%)

Value$37.6K (-$31.2K)

Filed 2026-11-02

Sky Investment Group LLC

NEW

Shares37,680

Change+37,680

Value$24.1K

Filed 2026-10-30

Two West Capital Advisors LLC

UNCHANGED

Shares36,339 from 36,339

Change0 (0%)

Value$23.5K (-$9.2K)

Filed 2026-10-15

Savant Capital, LLC

DECREASED

Shares31,567 from 40,100

Change-8,533 (-21%)

Value$20.2K (-$32.2K)

Filed 2026-11-06

ProShare Advisors LLC

DECREASED

Shares20,415 from 27,694

Change-7,279 (-26%)

Value$13.1K (-$19.4K)

Filed 2026-10-29

Abel Hall, LLC

NEW

Shares17,076

Change+17,076

Value$10.9K

Filed 2026-10-19

Xponance LLC

DECREASED

Shares16,519 from 20,305

Change-3,786 (-19%)

Value$10.6K (-$13.2K)

Filed 2026-11-03

Principal Financial Group Inc

INCREASED

Shares16,223 from 12,698

Change+3,525 (+28%)

Value$10.4K (-$4.5K)

Filed 2026-11-02

EverSource Wealth Advisors, LLC

DECREASED

Shares14,304 from 15,222

Change-918 (-6%)

Value$9.1K (-$8.7K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares11,767 from 11,767

Change0 (0%)

Value$13.8K ($0)

Filed 2026-11-06

SAX Wealth Advisors, LLC

NEW

Shares10,644

Change+10,644

Value$6.8K

Filed 2026-10-13

Traveka Wealth, LLC

NEW

Shares10,155

Change+10,155

Value$6.5K

Filed 2026-10-19

Csenge Advisory Group

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$6.4K (-$5.3K)

Filed 2026-11-04

Platform Technology Partners

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$6.4K (-$5.3K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares8,279 from 203,783

Change-195,504 (-96%)

Value$5.3K (-$233.1K)

Filed 2026-11-04

IMG Wealth Management, Inc.

DECREASED

Shares7,035 from 7,441

Change-406 (-5%)

Value$4.5K (-$4.2K)

Filed 2026-10-27

Wolverine Asset Management LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$4.5K (-$3.7K)

Filed 2026-11-02

Gamma Investing LLC

INCREASED

Shares6,905 from 1,148

Change+5,757 (+501%)

Value$4.4K (+$3.1K)

Filed 2026-10-08

CoreCap Advisors, LLC

DECREASED

Shares6,000 from 12,500

Change-6,500 (-52%)

Value$3.8K (-$10.8K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares5,776 from 1,863

Change+3,913 (+210%)

Value$3.7K (+$1.5K)

Filed 2026-10-22

Hickory Point Bank & Trust

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$3.2K (-$2.7K)

Filed 2026-10-01

Farther Finance Advisors, LLC

INCREASED

Shares3,818 from 1,103

Change+2,715 (+246%)

Value$2.4K (+$1.2K)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares2,850 from 2,850

Change0 (0%)

Value$1.8K (-$1.5K)

Filed 2026-10-16

TrinityBridge Ltd

UNCHANGED

Shares2,120 from 2,120

Change0 (0%)

Value$1 (-$2)

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares1,441 from 1,441

Change0 (0%)

Value$921 (-$765)

Filed 2026-11-05

Acumen Wealth Advisors, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$384 (-$318)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares438 from 415

Change+23 (+6%)

Value$281 (-$205)

Filed 2026-11-06

Covestor Ltd

INCREASED

Shares203 from 135

Change+68 (+50%)

Value$0 ($0)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

DECREASED

Shares185 from 79,013

Change-78,828 (-100%)

Value$118 (-$92.3K)

Filed 2026-10-29

Clearstead Advisors, LLC

DECREASED

Shares10 from 279

Change-269 (-96%)

Value$7 (-$320)

Filed 2026-11-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$3 (-$3)

Filed 2026-10-16

Creative Planning

CLOSED

Shares0 from 87,265

Change-87,265 (-100%)

Value$0 (-$102.1K)

Filed 2026-11-02

Allspring Global Investments Holdings, LLC

CLOSED

Shares0 from 55,811

Change-55,811 (-100%)

Value$0 (-$65.3K)

Filed 2026-11-04

Arizona State Retirement System

CLOSED

Shares0 from 54,971

Change-54,971 (-100%)

Value$0 (-$64.3K)

Filed 2026-11-03

Eurizon Capital SGR S.p.A.

CLOSED

Shares0 from 25,082

Change-25,082 (-100%)

Value$0 (-$28.4K)

Filed 2026-11-06

Pictet Asset Management Holding SA

CLOSED

Shares0 from 22,383

Change-22,383 (-100%)

Value$0 (-$26.2K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 18,465

Change-18,465 (-100%)

Value$0 (-$22)

Filed 2026-11-02

State of Alaska, Department of Revenue

CLOSED

Shares0 from 13,569

Change-13,569 (-100%)

Value$0 (-$15)

Filed 2026-10-15

State of Wyoming

CLOSED

Shares0 from 1,051

Change-1,051 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-28

Avion Wealth

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$1)

Filed 2026-11-04

Essential Partners LLC

CLOSED

Shares0 from 540

Change-540 (-100%)

Value$0 (-$632)

Filed 2026-10-14

SJS Investment Consulting Inc.

CLOSED

Shares0 from 256

Change-256 (-100%)

Value$0 (-$300)

Filed 2026-10-26

BlackRock, Inc.

N/A

Shares— from 16,536,629

Change-16,536,629 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 8,721,048

Change-8,721,048 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,279,518

Change-8,279,518 (-100%)

Value—

State Street Corp

N/A

Shares— from 7,613,487

Change-7,613,487 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,979,348

Change-4,979,348 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,868,071

Change-4,868,071 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 1,825,175

Change-1,825,175 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,680,003

Change-1,680,003 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,661,902

Change-1,661,902 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 1,570,270

Change-1,570,270 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,417,995

Change-1,417,995 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 1,167,306

Change-1,167,306 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 721,967

Change-721,967 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 685,096

Change-685,096 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 660,465

Change-660,465 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 640,910

Change-640,910 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 605,657

Change-605,657 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 515,663

Change-515,663 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 504,874

Change-504,874 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 483,916

Change-483,916 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 476,208

Change-476,208 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 422,000

Change-422,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 405,801

Change-405,801 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 395,914

Change-395,914 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 357,038

Change-357,038 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 339,231

Change-339,231 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 321,480

Change-321,480 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 309,094

Change-309,094 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 274,028

Change-274,028 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 251,206

Change-251,206 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 241,793

Change-241,793 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 226,779

Change-226,779 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 223,563

Change-223,563 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 219,000

Change-219,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 216,000

Change-216,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 212,516

Change-212,516 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 212,500

Change-212,500 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 208,057

Change-208,057 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 188,076

Change-188,076 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 150,330

Change-150,330 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 148,948

Change-148,948 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 139,729

Change-139,729 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 136,114

Change-136,114 (-100%)

Value—

Man Group plc

N/A

Shares— from 126,350

Change-126,350 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 123,226

Change-123,226 (-100%)

Value—

Jupiter Asset Management LTD

N/A

Shares— from 103,496

Change-103,496 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 97,606

Change-97,606 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 91,811

Change-91,811 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 91,220

Change-91,220 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 83,200

Change-83,200 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 78,232

Change-78,232 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 67,500

Change-67,500 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 66,262

Change-66,262 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 65,894

Change-65,894 (-100%)

Value—

IQ EQ Fund Management (Ireland) Ltd

N/A

Shares— from 61,522

Change-61,522 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 59,714

Change-59,714 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 58,794

Change-58,794 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 58,073

Change-58,073 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 55,606

Change-55,606 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 50,568

Change-50,568 (-100%)

Value—

Keynote Financial Services LLC

N/A

Shares— from 41,380

Change-41,380 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 38,966

Change-38,966 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 38,046

Change-38,046 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 37,081

Change-37,081 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 35,700

Change-35,700 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 35,350

Change-35,350 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 31,838

Change-31,838 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 28,900

Change-28,900 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 28,813

Change-28,813 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 27,143

Change-27,143 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 24,333

Change-24,333 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 24,028

Change-24,028 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 23,001

Change-23,001 (-100%)

Value—

Allstate Corp

N/A

Shares— from 19,541

Change-19,541 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 19,517

Change-19,517 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 18,324

Change-18,324 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 18,164

Change-18,164 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 16,886

Change-16,886 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 16,625

Change-16,625 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 15,424

Change-15,424 (-100%)

Value—

Sandro Wealth Management LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 12,396

Change-12,396 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 12,169

Change-12,169 (-100%)

Value—

FMR LLC

N/A

Shares— from 11,850

Change-11,850 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 11,679

Change-11,679 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 11,250

Change-11,250 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 9,500

Change-9,500 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 4,104

Change-4,104 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,934

Change-3,934 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 2,758

Change-2,758 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,500

Change-2,500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,486

Change-2,486 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 755

Change-755 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 564

Change-564 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 442

Change-442 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 215

Change-215 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 100

Change-100 (-100%)

Value—

Quarry LP

N/A

Shares— from 72

Change-72 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 29

Change-29 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 2

Change-2 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	3,286,726	5,548,956	-2,262,230	-41%	$6.5M	$2.1M	-$4.4M	2026-11-06
Bank of New York Mellon Corp	DECREASED	660,688	666,472	-5,784	-1%	$779.8K	$422.4K	-$357.4K	2026-11-05
Dimensional Fund Advisors LP	DECREASED	302,102	391,478	-89,376	-23%	$457.0K	$193.4K	-$263.6K	2026-11-04
LPL Financial LLC	DECREASED	241,281	249,162	-7,881	-3%	$291.5K	$154.3K	-$137.3K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	213,773	213,773	0	0%	$250.1K	$136.7K	-$113.4K	2026-11-05
Imc-Chicago, LLC	DECREASED	190,499	249,491	-58,992	-24%	$291.9K	$121.8K	-$170.1K	2026-11-05
Deutsche Bank Ag\	DECREASED	182,547	313,676	-131,129	-42%	$367.0K	$116.8K	-$250.2K	2026-11-06
Barclays PLC	DECREASED	164,747	314,584	-149,837	-48%	$368.1K	$105.3K	-$262.7K	2026-11-06
Simplex Trading, LLC	DECREASED	105,717	172,796	-67,079	-39%	$202.2K	$67.6K	-$134.6K	2026-11-04
Amundi	NEW	95,894	—	+95,894	—	—	$61.3K	—	2026-11-06
Russell Investments Group, Ltd.	DECREASED	87,710	474,771	-387,061	-82%	$555.5K	$56.1K	-$499.4K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	83,875	36,929	+46,946	+127%	$43.2K	$53.6K	+$10.4K	2026-11-02
SBI Securities Co., Ltd.	INCREASED	83,093	76,371	+6,722	+9%	$89.4K	$53.1K	-$36.2K	2026-10-22
Anchyra Partners LLC	NEW	60,274	—	+60,274	—	—	$38.5K	—	2026-10-13
Kestra Advisory Services, LLC	UNCHANGED	58,850	58,850	0	0%	$68.9K	$37.6K	-$31.2K	2026-11-02
Sky Investment Group LLC	NEW	37,680	—	+37,680	—	—	$24.1K	—	2026-10-30
Two West Capital Advisors LLC	UNCHANGED	36,339	36,339	0	0%	$32.8K	$23.5K	-$9.2K	2026-10-15
Savant Capital, LLC	DECREASED	31,567	40,100	-8,533	-21%	$52.4K	$20.2K	-$32.2K	2026-11-06
ProShare Advisors LLC	DECREASED	20,415	27,694	-7,279	-26%	$32.4K	$13.1K	-$19.4K	2026-10-29
Abel Hall, LLC	NEW	17,076	—	+17,076	—	—	$10.9K	—	2026-10-19
Xponance LLC	DECREASED	16,519	20,305	-3,786	-19%	$23.8K	$10.6K	-$13.2K	2026-11-03
Principal Financial Group Inc	INCREASED	16,223	12,698	+3,525	+28%	$14.9K	$10.4K	-$4.5K	2026-11-02
EverSource Wealth Advisors, LLC	DECREASED	14,304	15,222	-918	-6%	$17.8K	$9.1K	-$8.7K	2026-11-04
Allworth Financial LP	UNCHANGED	11,767	11,767	0	0%	$13.8K	$13.8K	$0	2026-11-06
SAX Wealth Advisors, LLC	NEW	10,644	—	+10,644	—	—	$6.8K	—	2026-10-13
Traveka Wealth, LLC	NEW	10,155	—	+10,155	—	—	$6.5K	—	2026-10-19
Csenge Advisory Group	UNCHANGED	10,000	10,000	0	0%	$11.7K	$6.4K	-$5.3K	2026-11-04
Platform Technology Partners	UNCHANGED	10,000	10,000	0	0%	$11.7K	$6.4K	-$5.3K	2026-11-02
Citigroup Inc	DECREASED	8,279	203,783	-195,504	-96%	$238.4K	$5.3K	-$233.1K	2026-11-04
IMG Wealth Management, Inc.	DECREASED	7,035	7,441	-406	-5%	$8.7K	$4.5K	-$4.2K	2026-10-27
Wolverine Asset Management LLC	UNCHANGED	7,000	7,000	0	0%	$8.2K	$4.5K	-$3.7K	2026-11-02
Gamma Investing LLC	INCREASED	6,905	1,148	+5,757	+501%	$1.3K	$4.4K	+$3.1K	2026-10-08
CoreCap Advisors, LLC	DECREASED	6,000	12,500	-6,500	-52%	$14.6K	$3.8K	-$10.8K	2026-10-08
Sterling Capital Management LLC	INCREASED	5,776	1,863	+3,913	+210%	$2.2K	$3.7K	+$1.5K	2026-10-22
Hickory Point Bank & Trust	UNCHANGED	5,000	5,000	0	0%	$5.9K	$3.2K	-$2.7K	2026-10-01
Farther Finance Advisors, LLC	INCREASED	3,818	1,103	+2,715	+246%	$1.3K	$2.4K	+$1.2K	2026-10-08
IFP Advisors, Inc	UNCHANGED	2,850	2,850	0	0%	$3.3K	$1.8K	-$1.5K	2026-10-16
TrinityBridge Ltd	UNCHANGED	2,120	2,120	0	0%	$3	$1	-$2	2026-10-30
US Bancorp \de\	UNCHANGED	1,441	1,441	0	0%	$1.7K	$921	-$765	2026-11-05
Acumen Wealth Advisors, LLC	UNCHANGED	600	600	0	0%	$702	$384	-$318	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	438	415	+23	+6%	$486	$281	-$205	2026-11-06
Covestor Ltd	INCREASED	203	135	+68	+50%	$0	$0	$0	2026-10-30
Caitong International Asset Management Co., Ltd	DECREASED	185	79,013	-78,828	-100%	$92.4K	$118	-$92.3K	2026-10-29
Clearstead Advisors, LLC	DECREASED	10	279	-269	-96%	$327	$7	-$320	2026-11-06
TD Waterhouse Canada Inc.	UNCHANGED	5	5	0	0%	$6	$3	-$3	2026-10-16
Creative Planning	CLOSED	0	87,265	-87,265	-100%	$102.1K	$0	-$102.1K	2026-11-02
Allspring Global Investments Holdings, LLC	CLOSED	0	55,811	-55,811	-100%	$65.3K	$0	-$65.3K	2026-11-04
Arizona State Retirement System	CLOSED	0	54,971	-54,971	-100%	$64.3K	$0	-$64.3K	2026-11-03
Eurizon Capital SGR S.p.A.	CLOSED	0	25,082	-25,082	-100%	$28.4K	$0	-$28.4K	2026-11-06
Pictet Asset Management Holding SA	CLOSED	0	22,383	-22,383	-100%	$26.2K	$0	-$26.2K	2026-11-03
Cambridge Investment Research Advisors, Inc.	CLOSED	0	18,465	-18,465	-100%	$22	$0	-$22	2026-11-02
State of Alaska, Department of Revenue	CLOSED	0	13,569	-13,569	-100%	$15	$0	-$15	2026-10-15
State of Wyoming	CLOSED	0	1,051	-1,051	-100%	$1.2K	$0	-$1.2K	2026-10-28
Avion Wealth	CLOSED	0	1,000	-1,000	-100%	$1	$0	-$1	2026-11-04
Essential Partners LLC	CLOSED	0	540	-540	-100%	$632	$0	-$632	2026-10-14
SJS Investment Consulting Inc.	CLOSED	0	256	-256	-100%	$300	$0	-$300	2026-10-26
BlackRock, Inc.	N/A	—	16,536,629	-16,536,629	-100%	$19.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	8,721,048	-8,721,048	-100%	$10.2M	—	—	—
Legal & General Group Plc	N/A	—	8,279,518	-8,279,518	-100%	$9.7M	—	—	—
State Street Corp	N/A	—	7,613,487	-7,613,487	-100%	$8.9M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,979,348	-4,979,348	-100%	$5.6M	—	—	—
Millennium Management LLC	N/A	—	4,868,071	-4,868,071	-100%	$5.7M	—	—	—
Northern Trust Corp	N/A	—	1,825,175	-1,825,175	-100%	$2.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,680,003	-1,680,003	-100%	$2.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,661,902	-1,661,902	-100%	$1.9M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	1,570,270	-1,570,270	-100%	$1.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,417,995	-1,417,995	-100%	$1.7M	—	—	—
Citadel Advisors LLC	N/A	—	1,167,306	-1,167,306	-100%	$1.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	721,967	-721,967	-100%	$844.7K	—	—	—
AQR Capital Management LLC	N/A	—	685,096	-685,096	-100%	$801.6K	—	—	—
Panagora Asset Management Inc	N/A	—	660,465	-660,465	-100%	$772.7K	—	—	—
XTX Topco Ltd	N/A	—	640,910	-640,910	-100%	$749.9K	—	—	—
Tudor Investment Corp ET AL	N/A	—	605,657	-605,657	-100%	$708.6K	—	—	—
Nuveen, LLC	N/A	—	515,663	-515,663	-100%	$603.3K	—	—	—
American Century Companies Inc	N/A	—	504,874	-504,874	-100%	$590.7K	—	—	—
Numerai GP LLC	N/A	—	483,916	-483,916	-100%	$566.2K	—	—	—
Morgan Stanley	N/A	—	476,208	-476,208	-100%	$557.2K	—	—	—
Swiss National Bank	N/A	—	422,000	-422,000	-100%	$493.7K	—	—	—
Franklin Resources Inc	N/A	—	405,801	-405,801	-100%	$474.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	395,914	-395,914	-100%	$463.2K	—	—	—
Two Sigma Investments, LP	N/A	—	357,038	-357,038	-100%	$417.7K	—	—	—
California State Teachers Retirement System	N/A	—	339,231	-339,231	-100%	$396.9K	—	—	—
Invesco Ltd.	N/A	—	321,480	-321,480	-100%	$376.1K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	309,094	-309,094	-100%	$361.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	274,028	-274,028	-100%	$321.0K	—	—	—
Bank of America Corp	N/A	—	251,206	-251,206	-100%	$293.9K	—	—	—
Rhumbline Advisers	N/A	—	241,793	-241,793	-100%	$282.9K	—	—	—
Group One Trading LLC	N/A	—	226,779	-226,779	-100%	$265.3K	—	—	—
Voya Investment Management LLC	N/A	—	223,563	-223,563	-100%	$261.6K	—	—	—
Alliancebernstein L.P.	N/A	—	219,000	-219,000	-100%	$328.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	216,000	-216,000	-100%	$252.7K	—	—	—
UBS Group AG	N/A	—	212,516	-212,516	-100%	$248.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	212,500	-212,500	-100%	$248.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	208,057	-208,057	-100%	$243.4K	—	—	—
Wells Fargo & Company	N/A	—	188,076	-188,076	-100%	$220.0K	—	—	—
Algert Global LLC	N/A	—	150,330	-150,330	-100%	$175.9K	—	—	—
JPMorgan Chase & Co	N/A	—	148,948	-148,948	-100%	$168.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	139,729	-139,729	-100%	$163.5K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	136,114	-136,114	-100%	$159.3K	—	—	—
Man Group plc	N/A	—	126,350	-126,350	-100%	$147.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	123,226	-123,226	-100%	$144.2K	—	—	—
Jupiter Asset Management LTD	N/A	—	103,496	-103,496	-100%	$121.1K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	97,606	-97,606	-100%	$114.2K	—	—	—
Jupiter Topco LLC	N/A	—	91,811	-91,811	-100%	$108.8K	—	—	—
SG Americas Securities, LLC	N/A	—	91,220	-91,220	-100%	$107.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	83,200	-83,200	-100%	$97.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	78,232	-78,232	-100%	$91.5K	—	—	—
Rathbones Group PLC	N/A	—	67,500	-67,500	-100%	$79.0K	—	—	—
Lazard Asset Management LLC	N/A	—	66,262	-66,262	-100%	$77.5K	—	—	—
SEI Investments Co	N/A	—	65,894	-65,894	-100%	$77.1K	—	—	—
IQ EQ Fund Management (Ireland) Ltd	N/A	—	61,522	-61,522	-100%	$72.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	59,714	-59,714	-100%	$69.9K	—	—	—
Intech Investment Management LLC	N/A	—	58,794	-58,794	-100%	$68.8K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	58,073	-58,073	-100%	$67.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	55,606	-55,606	-100%	$65.1K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	50,568	-50,568	-100%	$59.2K	—	—	—
Keynote Financial Services LLC	N/A	—	41,380	-41,380	-100%	$48.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	38,966	-38,966	-100%	$45.6K	—	—	—
Headlands Technologies LLC	N/A	—	38,046	-38,046	-100%	$44.5K	—	—	—
Gotham Asset Management, LLC	N/A	—	37,081	-37,081	-100%	$43.4K	—	—	—
Winton Group Ltd	N/A	—	35,700	-35,700	-100%	$41.8K	—	—	—
Prudential Financial Inc	N/A	—	35,350	-35,350	-100%	$41.4K	—	—	—
Balyasny Asset Management L.P.	N/A	—	31,838	-31,838	-100%	$37.3K	—	—	—
New York State Common Retirement Fund	N/A	—	28,900	-28,900	-100%	$33.8K	—	—	—
HSBC Holdings PLC	N/A	—	28,813	-28,813	-100%	$33.9K	—	—	—
Virtu Financial LLC	N/A	—	27,143	-27,143	-100%	$32.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	24,333	-24,333	-100%	$28.5K	—	—	—
Victory Capital Management Inc	N/A	—	24,028	-24,028	-100%	$28.1K	—	—	—
M&T Bank Corp	N/A	—	23,001	-23,001	-100%	$26.9K	—	—	—
Allstate Corp	N/A	—	19,541	-19,541	-100%	$22.9K	—	—	—
Quadrature Capital Ltd	N/A	—	19,517	-19,517	-100%	$22.8K	—	—	—
Royal Bank of Canada	N/A	—	18,324	-18,324	-100%	$21.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	18,164	-18,164	-100%	$21.3K	—	—	—
Ballentine Partners, LLC	N/A	—	16,886	-16,886	-100%	$19.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	16,625	-16,625	-100%	$19.5K	—	—	—
Tidal Investments LLC	N/A	—	15,424	-15,424	-100%	$18.0K	—	—	—
Sandro Wealth Management LLC	N/A	—	12,500	-12,500	-100%	$14.6K	—	—	—
Quantbot Technologies LP	N/A	—	12,396	-12,396	-100%	$14.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	12,169	-12,169	-100%	$14.2K	—	—	—
FMR LLC	N/A	—	11,850	-11,850	-100%	$13.9K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	11,679	-11,679	-100%	$13.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	11,250	-11,250	-100%	$13.2K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	10,800	-10,800	-100%	$12.6K	—	—	—
Raymond James Financial Inc	N/A	—	10,500	-10,500	-100%	$12.3K	—	—	—
Smithfield Trust Co	N/A	—	9,500	-9,500	-100%	$11	—	—	—
Smartleaf Asset Management LLC	N/A	—	7,000	-7,000	-100%	$7.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	4,104	-4,104	-100%	$4.8K	—	—	—
Federated Hermes, Inc.	N/A	—	3,934	-3,934	-100%	$4.6K	—	—	—
Bogart Wealth, LLC	N/A	—	2,758	-2,758	-100%	$3.2K	—	—	—
Harbour Investments, Inc.	N/A	—	2,500	-2,500	-100%	$2.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,486	-2,486	-100%	$2.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,000	-1,000	-100%	$1.2K	—	—	—
Hollencrest Capital Management	N/A	—	755	-755	-100%	$883	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	564	-564	-100%	$660	—	—	—
Rialto Wealth Management, LLC	N/A	—	442	-442	-100%	$518	—	—	—
Arax Advisory Partners	N/A	—	215	-215	-100%	$251	—	—	—
WealthCollab, LLC	N/A	—	175	-175	-100%	$205	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	100	-100	-100%	$117	—	—	—
Quarry LP	N/A	—	72	-72	-100%	$84	—	—	—
Rothschild Investment LLC	N/A	—	29	-29	-100%	$34	—	—	—
Strive Financial Group,LLC	N/A	—	8	-8	-100%	$9	—	—	—
Freestone Grove Partners LP	N/A	—	2	-2	-100%	$2	—	—	—
LMR Partners LLP	N/A	—	2	-2	-100%	$2	—	—	—

Showing 163 of 163 institutions