Mid Penn Bancorp Inc (MPB)

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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Dimensional Fund Advisors LP

INCREASED

Shares970,869 from 885,611

Change+85,258 (+10%)

Value$34.4M (+$3.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares590,798 from 581,743

Change+9,055 (+2%)

Value$20.9M (+$646.5K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares134,681 from 134,855

Change-174 (0%)

Value$4.8M (+$69.4K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares115,200 from 114,576

Change+624 (+1%)

Value$4.1M (+$86.3K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares95,728 from 104,379

Change-8,651 (-8%)

Value$3.4M (-$247.8K)

Filed 2026-11-06

Deprince Race & Zollo Inc

DECREASED

Shares66,992 from 70,825

Change-3,833 (-5%)

Value$2.4M (-$96.0K)

Filed 2026-10-13

Wilmington Savings Fund Society, FSB

INCREASED

Shares64,400 from 49,400

Change+15,000 (+30%)

Value$2.3M (+$558.7K)

Filed 2026-10-23

RKL Wealth Management LLC

UNCHANGED

Shares55,230 from 55,230

Change0 (0%)

Value$2.0M (+$30.9K)

Filed 2026-10-16

Barclays PLC

INCREASED

Shares54,502 from 51,991

Change+2,511 (+5%)

Value$1.9M (+$118.0K)

Filed 2026-11-06

Grace & White Inc

UNCHANGED

Shares27,324 from 27,324

Change0 (0%)

Value$967.3K (+$15.3K)

Filed 2026-10-23

Deutsche Bank Ag\

DECREASED

Shares18,503 from 21,118

Change-2,615 (-12%)

Value$655.0K (-$80.7K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares13,756 from 23,368

Change-9,612 (-41%)

Value$487.0K (-$327.2K)

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

NEW

Shares13,621

Change+13,621

Value$482.2K

Filed 2026-10-16

Choreo, LLC

INCREASED

Shares13,331 from 13,311

Change+20 (+0%)

Value$471.9K (+$8.2K)

Filed 2026-10-28

Mystic Asset Management, Inc.

UNCHANGED

Shares13,220 from 13,220

Change0 (0%)

Value$468.0K (+$7.4K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares13,133 from 11,074

Change+2,059 (+19%)

Value$464.9K (+$79.1K)

Filed 2026-11-02

Kennedy Investment Group, Inc.

DECREASED

Shares12,913 from 25,222

Change-12,309 (-49%)

Value$457.1K (-$421.6K)

Filed 2026-10-21

New Wave Wealth Advisors LLC

UNCHANGED

Shares12,687 from 12,687

Change0 (0%)

Value$455.2K (+$13.2K)

Filed 2026-10-19

Strs Ohio

NEW

Shares12,500

Change+12,500

Value$442.5K

Filed 2026-10-30

Nations Financial Group Inc,

INCREASED

Shares11,056 from 7,248

Change+3,808 (+53%)

Value$391.4K (+$138.9K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares8,332 from 436

Change+7,896 (+1811%)

Value$295.0K (+$279.8K)

Filed 2026-10-22

Bare Financial Services, Inc

UNCHANGED

Shares7,189 from 7,189

Change0 (0%)

Value$254.5K (+$4.0K)

Filed 2026-11-04

Fischer Financial Services, Inc.

INCREASED

Shares6,756 from 6,716

Change+40 (+1%)

Value$239.2K (+$5.2K)

Filed 2026-10-30

US Bancorp \de\

UNCHANGED

Shares6,351 from 6,351

Change0 (0%)

Value$224.8K (+$3.6K)

Filed 2026-11-05

Fulton Bank, N.A.

INCREASED

Shares5,869 from 5,842

Change+27 (+0%)

Value$207.8K (+$4.2K)

Filed 2026-10-14

LSV Asset Management

DECREASED

Shares3,300 from 9,500

Change-6,200 (-65%)

Value$117 (-$330.9K)

Filed 2026-11-06

State of Alaska, Department of Revenue

UNCHANGED

Shares916 from 916

Change0 (0%)

Value$32 (+$1)

Filed 2026-10-15

American Capital Advisory, LLC

UNCHANGED

Shares852 from 852

Change0 (0%)

Value$30.2K (+$477)

Filed 2026-10-28

Versant Capital Management, Inc

UNCHANGED

Shares742 from 742

Change0 (0%)

Value$26.3K (+$416)

Filed 2026-10-02

Harbor Investment Advisory, LLC

UNCHANGED

Shares702 from 702

Change0 (0%)

Value$24.9K (+$393)

Filed 2026-10-13

Friedenthal Financial

NEW

Shares688

Change+688

Value$24.4K

Filed 2026-10-27

Larson Financial Group LLC

DECREASED

Shares602 from 609

Change-7 (-1%)

Value$21.3K (+$93)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares310

Change+310

Value$11.0K

Filed 2026-10-14

Covestor Ltd

DECREASED

Shares295 from 321

Change-26 (-8%)

Value$10 (-$1)

Filed 2026-10-30

Gamma Investing LLC

UNCHANGED

Shares272 from 272

Change0 (0%)

Value$9.6K (+$153)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$7.1K (+$112)

Filed 2026-10-14

Nisa Investment Advisors, LLC

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$6.8K (+$108)

Filed 2026-10-20

State of Wyoming

NEW

Shares162

Change+162

Value$5.7K

Filed 2026-10-28

Torren Management, LLC

UNCHANGED

Shares132 from 132

Change0 (0%)

Value$4.7K (+$74)

Filed 2026-10-29

SJS Investment Consulting Inc.

NEW

Shares103

Change+103

Value$3.6K

Filed 2026-10-26

Carota Wealth Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.5K (+$56)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares81

Change+81

Value$2.9K

Filed 2026-10-21

First Command Advisory Services, Inc.

NEW

Shares75

Change+75

Value$2.7K

Filed 2026-11-05

Parallel Advisors, LLC

INCREASED

Shares67 from 46

Change+21 (+46%)

Value$2.4K (+$769)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares40 from 24

Change+16 (+67%)

Value$1.4K (+$580)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares33 from 9

Change+24 (+267%)

Value$1.2K (+$854)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$921 (+$15)

Filed 2026-10-20

Allworth Financial LP

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$628 ($0)

Filed 2026-11-06

Parkside Financial Bank & Trust

NEW

Shares15

Change+15

Value$531

Filed 2026-10-27

Silver Grove Financial Group, Inc.

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$496 (+$8)

Filed 2026-11-05

GK Wealth Management LLC

NEW

Shares4

Change+4

Value$142

Filed 2026-10-09

Essential Partners LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$106 (+$1)

Filed 2026-10-14

SBI Securities Co., Ltd.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$71 (+$1)

Filed 2026-10-22

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$34

Filed 2026-10-30

AdvisorNet Financial, Inc

CLOSED

Shares0 from 25,866

Change-25,866 (-100%)

Value$0 (-$901.2K)

Filed 2026-10-15

Thrivent Financial for Lutherans

CLOSED

Shares0 from 8,789

Change-8,789 (-100%)

Value$0 (-$306.0K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 6,182

Change-6,182 (-100%)

Value$0 (-$215.0K)

Filed 2026-11-02

Savant Capital, LLC

CLOSED

Shares0 from 5,968

Change-5,968 (-100%)

Value$0 (-$204.9K)

Filed 2026-11-06

Stone House Investment Management, LLC

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$941)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$209)

Filed 2026-10-29

Wellington Management Group LLP

N/A

Shares— from 2,307,141

Change-2,307,141 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,726,193

Change-1,726,193 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 999,325

Change-999,325 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 827,225

Change-827,225 (-100%)

Value—

State Street Corp

N/A

Shares— from 696,171

Change-696,171 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 355,669

Change-355,669 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 270,643

Change-270,643 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 207,982

Change-207,982 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 193,233

Change-193,233 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 192,411

Change-192,411 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 183,840

Change-183,840 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 182,414

Change-182,414 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 177,553

Change-177,553 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 163,956

Change-163,956 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 162,411

Change-162,411 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 147,304

Change-147,304 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 138,792

Change-138,792 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 132,679

Change-132,679 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 114,837

Change-114,837 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 112,353

Change-112,353 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 112,107

Change-112,107 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 108,271

Change-108,271 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 106,457

Change-106,457 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 105,600

Change-105,600 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 103,729

Change-103,729 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 92,824

Change-92,824 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 67,846

Change-67,846 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 65,652

Change-65,652 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 59,419

Change-59,419 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 57,300

Change-57,300 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 57,040

Change-57,040 (-100%)

Value—

Minerva Advisors LLC

N/A

Shares— from 54,177

Change-54,177 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 48,337

Change-48,337 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 48,130

Change-48,130 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 47,909

Change-47,909 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 39,796

Change-39,796 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 34,787

Change-34,787 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 32,275

Change-32,275 (-100%)

Value—

Oppenheimer & Close, LLC

N/A

Shares— from 31,950

Change-31,950 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,694

Change-29,694 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 29,072

Change-29,072 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 28,251

Change-28,251 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 27,547

Change-27,547 (-100%)

Value—

Wharton Business Group, LLC

N/A

Shares— from 27,108

Change-27,108 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 25,897

Change-25,897 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,394

Change-22,394 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 21,568

Change-21,568 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21,298

Change-21,298 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 20,733

Change-20,733 (-100%)

Value—

CNB Bank

N/A

Shares— from 20,140

Change-20,140 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 19,946

Change-19,946 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,897

Change-19,897 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 18,973

Change-18,973 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 18,516

Change-18,516 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 17,783

Change-17,783 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,967

Change-16,967 (-100%)

Value—

UBS Group AG

N/A

Shares— from 15,855

Change-15,855 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 15,316

Change-15,316 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 14,618

Change-14,618 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,718

Change-13,718 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 13,081

Change-13,081 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 12,825

Change-12,825 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,668

Change-12,668 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 12,642

Change-12,642 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 12,096

Change-12,096 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 10,177

Change-10,177 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 9,970

Change-9,970 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 9,675

Change-9,675 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 9,300

Change-9,300 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,220

Change-9,220 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 8,966

Change-8,966 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 8,643

Change-8,643 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 8,384

Change-8,384 (-100%)

Value—

Granite Bay Wealth Management, LLC

N/A

Shares— from 7,698

Change-7,698 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,455

Change-7,455 (-100%)

Value—

Stillwater Private Wealth, LLC

N/A

Shares— from 7,007

Change-7,007 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,832

Change-6,832 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,395

Change-6,395 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 6,343

Change-6,343 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 6,065

Change-6,065 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,524

Change-5,524 (-100%)

Value—

Palouse Capital Management, Inc.

N/A

Shares— from 2,584

Change-2,584 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,102

Change-2,102 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,965

Change-1,965 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,790

Change-1,790 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,410

Change-1,410 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 468

Change-468 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 274

Change-274 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 225

Change-225 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 98

Change-98 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 69

Change-69 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 48

Change-48 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	970,869	885,611	+85,258	+10%	$30.9M	$34.4M	+$3.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	590,798	581,743	+9,055	+2%	$20.3M	$20.9M	+$646.5K	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	134,681	134,855	-174	0%	$4.7M	$4.8M	+$69.4K	2026-11-06
Bank of New York Mellon Corp	INCREASED	115,200	114,576	+624	+1%	$4.0M	$4.1M	+$86.3K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	95,728	104,379	-8,651	-8%	$3.6M	$3.4M	-$247.8K	2026-11-06
Deprince Race & Zollo Inc	DECREASED	66,992	70,825	-3,833	-5%	$2.5M	$2.4M	-$96.0K	2026-10-13
Wilmington Savings Fund Society, FSB	INCREASED	64,400	49,400	+15,000	+30%	$1.7M	$2.3M	+$558.7K	2026-10-23
RKL Wealth Management LLC	UNCHANGED	55,230	55,230	0	0%	$1.9M	$2.0M	+$30.9K	2026-10-16
Barclays PLC	INCREASED	54,502	51,991	+2,511	+5%	$1.8M	$1.9M	+$118.0K	2026-11-06
Grace & White Inc	UNCHANGED	27,324	27,324	0	0%	$952.0K	$967.3K	+$15.3K	2026-10-23
Deutsche Bank Ag\	DECREASED	18,503	21,118	-2,615	-12%	$735.8K	$655.0K	-$80.7K	2026-11-06
Citigroup Inc	DECREASED	13,756	23,368	-9,612	-41%	$814.1K	$487.0K	-$327.2K	2026-11-04
Y-Intercept (Hong Kong) Ltd	NEW	13,621	—	+13,621	—	—	$482.2K	—	2026-10-16
Choreo, LLC	INCREASED	13,331	13,311	+20	+0%	$463.8K	$471.9K	+$8.2K	2026-10-28
Mystic Asset Management, Inc.	UNCHANGED	13,220	13,220	0	0%	$460.6K	$468.0K	+$7.4K	2026-10-15
Creative Planning	INCREASED	13,133	11,074	+2,059	+19%	$385.8K	$464.9K	+$79.1K	2026-11-02
Kennedy Investment Group, Inc.	DECREASED	12,913	25,222	-12,309	-49%	$878.7K	$457.1K	-$421.6K	2026-10-21
New Wave Wealth Advisors LLC	UNCHANGED	12,687	12,687	0	0%	$442.0K	$455.2K	+$13.2K	2026-10-19
Strs Ohio	NEW	12,500	—	+12,500	—	—	$442.5K	—	2026-10-30
Nations Financial Group Inc,	INCREASED	11,056	7,248	+3,808	+53%	$252.5K	$391.4K	+$138.9K	2026-11-05
Sterling Capital Management LLC	INCREASED	8,332	436	+7,896	+1811%	$15.2K	$295.0K	+$279.8K	2026-10-22
Bare Financial Services, Inc	UNCHANGED	7,189	7,189	0	0%	$250.5K	$254.5K	+$4.0K	2026-11-04
Fischer Financial Services, Inc.	INCREASED	6,756	6,716	+40	+1%	$234.0K	$239.2K	+$5.2K	2026-10-30
US Bancorp \de\	UNCHANGED	6,351	6,351	0	0%	$221.3K	$224.8K	+$3.6K	2026-11-05
Fulton Bank, N.A.	INCREASED	5,869	5,842	+27	+0%	$203.5K	$207.8K	+$4.2K	2026-10-14
LSV Asset Management	DECREASED	3,300	9,500	-6,200	-65%	$331.0K	$117	-$330.9K	2026-11-06
State of Alaska, Department of Revenue	UNCHANGED	916	916	0	0%	$31	$32	+$1	2026-10-15
American Capital Advisory, LLC	UNCHANGED	852	852	0	0%	$29.7K	$30.2K	+$477	2026-10-28
Versant Capital Management, Inc	UNCHANGED	742	742	0	0%	$25.9K	$26.3K	+$416	2026-10-02
Harbor Investment Advisory, LLC	UNCHANGED	702	702	0	0%	$24.5K	$24.9K	+$393	2026-10-13
Friedenthal Financial	NEW	688	—	+688	—	—	$24.4K	—	2026-10-27
Larson Financial Group LLC	DECREASED	602	609	-7	-1%	$21.2K	$21.3K	+$93	2026-11-05
Fortitude Family Office, LLC	NEW	310	—	+310	—	—	$11.0K	—	2026-10-14
Covestor Ltd	DECREASED	295	321	-26	-8%	$11	$10	-$1	2026-10-30
Gamma Investing LLC	UNCHANGED	272	272	0	0%	$9.5K	$9.6K	+$153	2026-10-08
Triumph Capital Management	UNCHANGED	200	200	0	0%	$7.0K	$7.1K	+$112	2026-10-14
Nisa Investment Advisors, LLC	UNCHANGED	192	192	0	0%	$6.7K	$6.8K	+$108	2026-10-20
State of Wyoming	NEW	162	—	+162	—	—	$5.7K	—	2026-10-28
Torren Management, LLC	UNCHANGED	132	132	0	0%	$4.6K	$4.7K	+$74	2026-10-29
SJS Investment Consulting Inc.	NEW	103	—	+103	—	—	$3.6K	—	2026-10-26
Carota Wealth Management	UNCHANGED	100	100	0	0%	$3.5K	$3.5K	+$56	2026-11-03
Root Financial Partners, LLC	NEW	81	—	+81	—	—	$2.9K	—	2026-10-21
First Command Advisory Services, Inc.	NEW	75	—	+75	—	—	$2.7K	—	2026-11-05
Parallel Advisors, LLC	INCREASED	67	46	+21	+46%	$1.6K	$2.4K	+$769	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	40	24	+16	+67%	$836	$1.4K	+$580	2026-11-04
Farther Finance Advisors, LLC	INCREASED	33	9	+24	+267%	$314	$1.2K	+$854	2026-10-08
Physician Wealth Advisors, Inc.	UNCHANGED	26	26	0	0%	$906	$921	+$15	2026-10-20
Allworth Financial LP	UNCHANGED	18	18	0	0%	$628	$628	$0	2026-11-06
Parkside Financial Bank & Trust	NEW	15	—	+15	—	—	$531	—	2026-10-27
Silver Grove Financial Group, Inc.	UNCHANGED	14	14	0	0%	$488	$496	+$8	2026-11-05
GK Wealth Management LLC	NEW	4	—	+4	—	—	$142	—	2026-10-09
Essential Partners LLC	UNCHANGED	3	3	0	0%	$105	$106	+$1	2026-10-14
SBI Securities Co., Ltd.	UNCHANGED	2	2	0	0%	$70	$71	+$1	2026-10-22
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$34	—	2026-10-30
AdvisorNet Financial, Inc	CLOSED	0	25,866	-25,866	-100%	$901.2K	$0	-$901.2K	2026-10-15
Thrivent Financial for Lutherans	CLOSED	0	8,789	-8,789	-100%	$306.0K	$0	-$306.0K	2026-11-05
Cambridge Investment Research Advisors, Inc.	CLOSED	0	6,182	-6,182	-100%	$215.0K	$0	-$215.0K	2026-11-02
Savant Capital, LLC	CLOSED	0	5,968	-5,968	-100%	$204.9K	$0	-$204.9K	2026-11-06
Stone House Investment Management, LLC	CLOSED	0	27	-27	-100%	$941	$0	-$941	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	6	-6	-100%	$209	$0	-$209	2026-10-29
Wellington Management Group LLP	N/A	—	2,307,141	-2,307,141	-100%	$80.4M	—	—	—
BlackRock, Inc.	N/A	—	1,726,193	-1,726,193	-100%	$60.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	999,325	-999,325	-100%	$34.8M	—	—	—
Alliancebernstein L.P.	N/A	—	827,225	-827,225	-100%	$26.6M	—	—	—
State Street Corp	N/A	—	696,171	-696,171	-100%	$24.3M	—	—	—
American Century Companies Inc	N/A	—	355,669	-355,669	-100%	$12.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	270,643	-270,643	-100%	$9.4M	—	—	—
Banc Funds Co LLC	N/A	—	207,982	-207,982	-100%	$7.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	193,233	-193,233	-100%	$6.7M	—	—	—
Petiole USA ltd	N/A	—	192,411	-192,411	-100%	$6.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	183,840	-183,840	-100%	$6.4M	—	—	—
Northern Trust Corp	N/A	—	182,414	-182,414	-100%	$6.4M	—	—	—
Nuveen, LLC	N/A	—	177,553	-177,553	-100%	$6.2M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	163,956	-163,956	-100%	$5.7M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	162,411	-162,411	-100%	$5.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	147,304	-147,304	-100%	$5.1M	—	—	—
Citadel Advisors LLC	N/A	—	138,792	-138,792	-100%	$4.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	132,679	-132,679	-100%	$4.6M	—	—	—
Kennedy Capital Management LLC	N/A	—	114,837	-114,837	-100%	$4.0M	—	—	—
Empowered Funds, LLC	N/A	—	112,353	-112,353	-100%	$3.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	112,107	-112,107	-100%	$3.9M	—	—	—
Gendell Jeffrey L	N/A	—	108,271	-108,271	-100%	$3.8M	—	—	—
Royce & Associates LP	N/A	—	106,457	-106,457	-100%	$3.7M	—	—	—
Morgan Stanley	N/A	—	105,600	-105,600	-100%	$3.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	103,729	-103,729	-100%	$3.6M	—	—	—
De Lisle Partners LLP	N/A	—	92,824	-92,824	-100%	$3.2M	—	—	—
Marshall Wace, LLP	N/A	—	67,846	-67,846	-100%	$2.4M	—	—	—
Two Sigma Investments, LP	N/A	—	65,652	-65,652	-100%	$2.3M	—	—	—
Rhino Investment Partners, Inc	N/A	—	59,419	-59,419	-100%	$2.1M	—	—	—
Mangrove Partners IM, LLC	N/A	—	57,300	-57,300	-100%	$2.0M	—	—	—
Bank of America Corp	N/A	—	57,040	-57,040	-100%	$2.0M	—	—	—
Minerva Advisors LLC	N/A	—	54,177	-54,177	-100%	$1.9M	—	—	—
AQR Capital Management LLC	N/A	—	48,337	-48,337	-100%	$1.7M	—	—	—
JPMorgan Chase & Co	N/A	—	48,130	-48,130	-100%	$1.6M	—	—	—
Millennium Management LLC	N/A	—	47,909	-47,909	-100%	$1.7M	—	—	—
Curi Capital, LLC	N/A	—	39,796	-39,796	-100%	$1.4M	—	—	—
First Manhattan Co. Llc.	N/A	—	34,787	-34,787	-100%	$1.2M	—	—	—
Emerald Advisers, LLC	N/A	—	32,275	-32,275	-100%	$1.1M	—	—	—
Oppenheimer & Close, LLC	N/A	—	31,950	-31,950	-100%	$1.1M	—	—	—
Invesco Ltd.	N/A	—	29,694	-29,694	-100%	$1.0M	—	—	—
Franklin Resources Inc	N/A	—	29,072	-29,072	-100%	$1.0M	—	—	—
Rhumbline Advisers	N/A	—	28,251	-28,251	-100%	$984.3K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	27,547	-27,547	-100%	$959.7K	—	—	—
Wharton Business Group, LLC	N/A	—	27,108	-27,108	-100%	$944.4K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	25,897	-25,897	-100%	$902.3K	—	—	—
Mariner, LLC	N/A	—	22,394	-22,394	-100%	$780.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	21,568	-21,568	-100%	$751.4K	—	—	—
Wells Fargo & Company	N/A	—	21,298	-21,298	-100%	$742.0K	—	—	—
Quantinno Capital Management LP	N/A	—	20,733	-20,733	-100%	$722.3K	—	—	—
CNB Bank	N/A	—	20,140	-20,140	-100%	$701.7K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	19,946	-19,946	-100%	$694.9K	—	—	—
XTX Topco Ltd	N/A	—	19,897	-19,897	-100%	$693.2K	—	—	—
Raymond James Financial Inc	N/A	—	18,973	-18,973	-100%	$661.0K	—	—	—
Squarepoint Ops LLC	N/A	—	18,516	-18,516	-100%	$645.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	17,783	-17,783	-100%	$620.0K	—	—	—
SEI Investments Co	N/A	—	16,967	-16,967	-100%	$591.1K	—	—	—
UBS Group AG	N/A	—	15,855	-15,855	-100%	$552.4K	—	—	—
Summit Trail Advisors, LLC	N/A	—	15,316	-15,316	-100%	$533.6K	—	—	—
Jump Financial, LLC	N/A	—	14,618	-14,618	-100%	$509.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,718	-13,718	-100%	$478.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	13,081	-13,081	-100%	$455.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	12,825	-12,825	-100%	$447.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	12,668	-12,668	-100%	$441.4K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	12,642	-12,642	-100%	$440.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	12,096	-12,096	-100%	$421.4K	—	—	—
Ameriprise Financial Inc	N/A	—	11,400	-11,400	-100%	$397.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	10,177	-10,177	-100%	$354.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	9,970	-9,970	-100%	$347.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	9,675	-9,675	-100%	$337.1K	—	—	—
Martingale Asset Management L P	N/A	—	9,300	-9,300	-100%	$324.0K	—	—	—
New York State Common Retirement Fund	N/A	—	9,220	-9,220	-100%	$321.2K	—	—	—
First Trust Advisors LP	N/A	—	8,966	-8,966	-100%	$312.4K	—	—	—
Acadian Asset Management LLC	N/A	—	8,643	-8,643	-100%	$300.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	8,384	-8,384	-100%	$292.1K	—	—	—
Granite Bay Wealth Management, LLC	N/A	—	7,698	-7,698	-100%	$268.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,455	-7,455	-100%	$259.7K	—	—	—
Stillwater Private Wealth, LLC	N/A	—	7,007	-7,007	-100%	$267	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,832	-6,832	-100%	$238.0K	—	—	—
SG Americas Securities, LLC	N/A	—	6,395	-6,395	-100%	$223.0K	—	—	—
Intech Investment Management LLC	N/A	—	6,343	-6,343	-100%	$221.0K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	6,065	-6,065	-100%	$211.3K	—	—	—
Royal Bank of Canada	N/A	—	5,524	-5,524	-100%	$193.0K	—	—	—
Palouse Capital Management, Inc.	N/A	—	2,584	-2,584	-100%	$90.0K	—	—	—
Legal & General Group Plc	N/A	—	2,102	-2,102	-100%	$73.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,965	-1,965	-100%	$68.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,790	-1,790	-100%	$62.4K	—	—	—
FMR LLC	N/A	—	1,410	-1,410	-100%	$49.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	468	-468	-100%	$16.3K	—	—	—
California State Teachers Retirement System	N/A	—	274	-274	-100%	$9.5K	—	—	—
Arax Advisory Partners	N/A	—	225	-225	-100%	$7.8K	—	—	—
Providence Capital Advisors, LLC	N/A	—	200	-200	-100%	$7.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	98	-98	-100%	$3.4K	—	—	—
Picton Mahoney Asset Management	N/A	—	69	-69	-100%	$2.4K	—	—	—
Optiver Holding B.V.	N/A	—	48	-48	-100%	$1.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	42	-42	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	15	-15	-100%	$523	—	—	—

Showing 156 of 156 institutions