Midland States Bancorp Inc (MSBI)

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

Shares906,280 from 859,377

Change+46,903 (+5%)

Value$29.1M (+$2.4M)

Filed 2026-11-04

Busey Bank

UNCHANGED

Shares759,286 from 759,286

Change0 (0%)

Value$24.4M (+$774.5K)

Filed 2026-10-26

LSV Asset Management

INCREASED

Shares606,769 from 379,297

Change+227,472 (+60%)

Value$19.5K (-$11.8M)

Filed 2026-11-06

Geode Capital Management, LLC

INCREASED

Shares567,062 from 537,292

Change+29,770 (+6%)

Value$18.2M (+$1.5M)

Filed 2026-11-06

Patriot Financial Partners GP II, L.P.

UNCHANGED

Shares438,500 from 438,500

Change0 (0%)

Value$14.1M (+$447.3K)

Filed 2026-11-04

Bank of New York Mellon Corp

DECREASED

Shares122,344 from 126,552

Change-4,208 (-3%)

Value$3.9M (-$6.2K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares63,025 from 55,876

Change+7,149 (+13%)

Value$2.0M (+$286.9K)

Filed 2026-11-02

Principal Financial Group Inc

INCREASED

Shares60,414 from 43,933

Change+16,481 (+38%)

Value$1.9M (+$574.8K)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares60,335 from 47,475

Change+12,860 (+27%)

Value$1.9M (+$462.0K)

Filed 2026-11-06

Barclays PLC

DECREASED

Shares48,716 from 51,820

Change-3,104 (-6%)

Value$1.6M (-$47.0K)

Filed 2026-11-06

Midland Wealth Advisors, LLC

INCREASED

Shares28,493 from 19,568

Change+8,925 (+46%)

Value$916.3K (+$307.0K)

Filed 2026-10-26

Woodmont Investment Counsel LLC

NEW

Shares27,901

Change+27,901

Value$897.3K

Filed 2026-10-29

Achmea Investment Management B.V.

NEW

Shares17,200

Change+17,200

Value$553.6K

Filed 2026-10-30

Deutsche Bank Ag\

DECREASED

Shares16,575 from 18,971

Change-2,396 (-13%)

Value$533.1K (-$57.7K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,523 from 13,851

Change+672 (+5%)

Value$472.9K (+$50.0K)

Filed 2026-10-13

Valeo Financial Advisors, LLC

DECREASED

Shares13,750 from 16,715

Change-2,965 (-18%)

Value$442.2K (-$78.3K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares12,103 from 18,181

Change-6,078 (-33%)

Value$389.2K (-$176.9K)

Filed 2026-11-04

Vise Technologies, Inc.

INCREASED

Shares12,003 from 9,211

Change+2,792 (+30%)

Value$386.0K (+$99.2K)

Filed 2026-10-29

Brucke Financial, Inc.

INCREASED

Shares11,817 from 11,664

Change+153 (+1%)

Value$380.0K (+$16.8K)

Filed 2026-10-23

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares11,005 from 11,138

Change-133 (-1%)

Value$353.9K (+$7.1K)

Filed 2026-10-13

Savant Capital, LLC

NEW

Shares9,541

Change+9,541

Value$306.8K

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares5,302 from 5,302

Change0 (0%)

Value$170.5K (+$5.4K)

Filed 2026-10-16

Nisa Investment Advisors, LLC

UNCHANGED

Shares3,078 from 3,078

Change0 (0%)

Value$99.0K (+$3.1K)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

DECREASED

Shares1,905 from 1,932

Change-27 (-1%)

Value$61.3K (+$1.1K)

Filed 2026-11-04

Central Trust Co

UNCHANGED

Shares1,882 from 1,882

Change0 (0%)

Value$60.5K (+$1.9K)

Filed 2026-11-05

Versant Capital Management, Inc

UNCHANGED

Shares1,855 from 1,855

Change0 (0%)

Value$59.7K (+$1.9K)

Filed 2026-10-02

US Bancorp \de\

DECREASED

Shares1,741 from 1,749

Change-8 (0%)

Value$56.0K (+$1.5K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,687 from 1,687

Change0 (0%)

Value$54.3K (+$1.7K)

Filed 2026-10-27

Blue Trust, Inc.

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$45.0K (+$1.4K)

Filed 2026-10-15

Bank & Trust Co

UNCHANGED

Shares1,314 from 1,314

Change0 (0%)

Value$42.3K (+$1.3K)

Filed 2026-10-07

First Financial Corp

UNCHANGED

Shares1,035 from 1,035

Change0 (0%)

Value$33.3K (+$1.1K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares900 from 608

Change+292 (+48%)

Value$28.9K (+$10.0K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares884 from 616

Change+268 (+44%)

Value$28.4K (+$9.2K)

Filed 2026-10-08

State of Alaska, Department of Revenue

NEW

Shares787

Change+787

Value$25

Filed 2026-10-15

Allworth Financial LP

INCREASED

Shares778 from 608

Change+170 (+28%)

Value$24.2K (+$5.3K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares639 from 568

Change+71 (+13%)

Value$20.6K (+$2.9K)

Filed 2026-10-23

Daytona Street Capital LLC

DECREASED

Shares605 from 5,035

Change-4,430 (-88%)

Value$19.9K (-$133.4K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares548 from 506

Change+42 (+8%)

Value$17.6K (+$1.9K)

Filed 2026-10-08

Harbor Capital Advisors, Inc.

INCREASED

Shares408 from 338

Change+70 (+21%)

Value$13 (+$2)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares379 from 394

Change-15 (-4%)

Value$12.2K (-$80)

Filed 2026-10-22

Essential Partners LLC

UNCHANGED

Shares284 from 284

Change0 (0%)

Value$9.1K (+$289)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares246 from 5

Change+241 (+4820%)

Value$7.9K (+$7.8K)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares242 from 242

Change0 (0%)

Value$7.8K (+$247)

Filed 2026-11-03

True Wealth Design, LLC

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$6.5K (+$206)

Filed 2026-10-13

Pension & Wealth Management Advisors, Inc.

NEW

Shares113

Change+113

Value$3.6K

Filed 2026-10-16

Ares Financial Consulting, LLC

UNCHANGED

Shares69 from 69

Change0 (0%)

Value$2.2K (+$70)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares60

Change+60

Value$1.9K

Filed 2026-10-21

Triumph Capital Management

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$1.6K (+$51)

Filed 2026-10-14

Fortitude Family Office, LLC

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$1.5K (+$48)

Filed 2026-10-14

Parkside Financial Bank & Trust

NEW

Shares45

Change+45

Value$1.4K

Filed 2026-10-27

Clark Wealth Partners

NEW

Shares36

Change+36

Value$1.2K

Filed 2026-10-19

GK Wealth Management LLC

NEW

Shares32

Change+32

Value$1.0K

Filed 2026-10-09

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares7 from 8

Change-1 (-12%)

Value$225 (-$24)

Filed 2026-10-05

SBI Securities Co., Ltd.

DECREASED

Shares5 from 8

Change-3 (-37%)

Value$161 (-$88)

Filed 2026-10-22

Covestor Ltd

DECREASED

Shares2 from 362

Change-360 (-99%)

Value$0 (-$11)

Filed 2026-10-30

Torren Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$32 (+$1)

Filed 2026-10-29

ProShare Advisors LLC

CLOSED

Shares0 from 227,539

Change-227,539 (-100%)

Value$0 (-$7.1M)

Filed 2026-10-29

Jefferies Financial Group Inc.

CLOSED

Shares0 from 22,802

Change-22,802 (-100%)

Value$0 (-$710.1K)

Filed 2026-11-05

Simplex Trading, LLC

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$2.6K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$533)

Filed 2026-11-02

BlackRock, Inc.

N/A

Shares— from 2,920,667

Change-2,920,667 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 847,353

Change-847,353 (-100%)

Value—

State Street Corp

N/A

Shares— from 694,107

Change-694,107 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 563,718

Change-563,718 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 517,334

Change-517,334 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 408,413

Change-408,413 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 340,862

Change-340,862 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 252,190

Change-252,190 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 249,175

Change-249,175 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 247,536

Change-247,536 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 224,107

Change-224,107 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 206,970

Change-206,970 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 200,545

Change-200,545 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 174,366

Change-174,366 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 161,100

Change-161,100 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 159,503

Change-159,503 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 144,360

Change-144,360 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 136,119

Change-136,119 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 134,693

Change-134,693 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 113,856

Change-113,856 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 97,387

Change-97,387 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 97,322

Change-97,322 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 94,042

Change-94,042 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 92,919

Change-92,919 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 92,797

Change-92,797 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 78,164

Change-78,164 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 72,613

Change-72,613 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 71,068

Change-71,068 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 69,309

Change-69,309 (-100%)

Value—

Rhino Investment Partners, Inc

N/A

Shares— from 68,063

Change-68,063 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 67,624

Change-67,624 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 65,713

Change-65,713 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 63,063

Change-63,063 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 58,716

Change-58,716 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 55,270

Change-55,270 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 55,043

Change-55,043 (-100%)

Value—

UBS Group AG

N/A

Shares— from 53,637

Change-53,637 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 53,335

Change-53,335 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 51,656

Change-51,656 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 47,012

Change-47,012 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 46,781

Change-46,781 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 40,374

Change-40,374 (-100%)

Value—

FMR LLC

N/A

Shares— from 37,607

Change-37,607 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 31,767

Change-31,767 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 31,246

Change-31,246 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,949

Change-30,949 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 30,495

Change-30,495 (-100%)

Value—

Man Group plc

N/A

Shares— from 30,174

Change-30,174 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 29,895

Change-29,895 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 29,270

Change-29,270 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 28,420

Change-28,420 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 27,664

Change-27,664 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 25,021

Change-25,021 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 23,600

Change-23,600 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 22,874

Change-22,874 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 21,018

Change-21,018 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 19,515

Change-19,515 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 17,576

Change-17,576 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 17,041

Change-17,041 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 16,251

Change-16,251 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 15,380

Change-15,380 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 13,304

Change-13,304 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 12,480

Change-12,480 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 12,239

Change-12,239 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 11,884

Change-11,884 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 11,706

Change-11,706 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 11,655

Change-11,655 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,527

Change-11,527 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 11,301

Change-11,301 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 10,840

Change-10,840 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 10,064

Change-10,064 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 9,758

Change-9,758 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 9,596

Change-9,596 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 9,573

Change-9,573 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 8,997

Change-8,997 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 8,896

Change-8,896 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 8,609

Change-8,609 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 8,073

Change-8,073 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,325

Change-7,325 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 7,101

Change-7,101 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,053

Change-6,053 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,875

Change-5,875 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,160

Change-5,160 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,723

Change-4,723 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 4,619

Change-4,619 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2,425

Change-2,425 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 2,139

Change-2,139 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,867

Change-1,867 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,674

Change-1,674 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,008

Change-1,008 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 632

Change-632 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 269

Change-269 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 99

Change-99 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 84

Change-84 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 73

Change-73 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 73

Change-73 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 61

Change-61 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 42

Change-42 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	906,280	859,377	+46,903	+5%	$26.8M	$29.1M	+$2.4M	2026-11-04
Busey Bank	UNCHANGED	759,286	759,286	0	0%	$23.6M	$24.4M	+$774.5K	2026-10-26
LSV Asset Management	INCREASED	606,769	379,297	+227,472	+60%	$11.8M	$19.5K	-$11.8M	2026-11-06
Geode Capital Management, LLC	INCREASED	567,062	537,292	+29,770	+6%	$16.7M	$18.2M	+$1.5M	2026-11-06
Patriot Financial Partners GP II, L.P.	UNCHANGED	438,500	438,500	0	0%	$13.7M	$14.1M	+$447.3K	2026-11-04
Bank of New York Mellon Corp	DECREASED	122,344	126,552	-4,208	-3%	$3.9M	$3.9M	-$6.2K	2026-11-05
Creative Planning	INCREASED	63,025	55,876	+7,149	+13%	$1.7M	$2.0M	+$286.9K	2026-11-02
Principal Financial Group Inc	INCREASED	60,414	43,933	+16,481	+38%	$1.4M	$1.9M	+$574.8K	2026-11-02
Russell Investments Group, Ltd.	INCREASED	60,335	47,475	+12,860	+27%	$1.5M	$1.9M	+$462.0K	2026-11-06
Barclays PLC	DECREASED	48,716	51,820	-3,104	-6%	$1.6M	$1.6M	-$47.0K	2026-11-06
Midland Wealth Advisors, LLC	INCREASED	28,493	19,568	+8,925	+46%	$609.3K	$916.3K	+$307.0K	2026-10-26
Woodmont Investment Counsel LLC	NEW	27,901	—	+27,901	—	—	$897.3K	—	2026-10-29
Achmea Investment Management B.V.	NEW	17,200	—	+17,200	—	—	$553.6K	—	2026-10-30
Deutsche Bank Ag\	DECREASED	16,575	18,971	-2,396	-13%	$590.8K	$533.1K	-$57.7K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	14,523	13,851	+672	+5%	$422.9K	$472.9K	+$50.0K	2026-10-13
Valeo Financial Advisors, LLC	DECREASED	13,750	16,715	-2,965	-18%	$520.5K	$442.2K	-$78.3K	2026-10-08
Citigroup Inc	DECREASED	12,103	18,181	-6,078	-33%	$566.2K	$389.2K	-$176.9K	2026-11-04
Vise Technologies, Inc.	INCREASED	12,003	9,211	+2,792	+30%	$286.8K	$386.0K	+$99.2K	2026-10-29
Brucke Financial, Inc.	INCREASED	11,817	11,664	+153	+1%	$363.2K	$380.0K	+$16.8K	2026-10-23
Hennion & Walsh Asset Management, Inc.	DECREASED	11,005	11,138	-133	-1%	$346.8K	$353.9K	+$7.1K	2026-10-13
Savant Capital, LLC	NEW	9,541	—	+9,541	—	—	$306.8K	—	2026-11-06
IFP Advisors, Inc	UNCHANGED	5,302	5,302	0	0%	$165.1K	$170.5K	+$5.4K	2026-10-16
Nisa Investment Advisors, LLC	UNCHANGED	3,078	3,078	0	0%	$95.8K	$99.0K	+$3.1K	2026-10-20
EverSource Wealth Advisors, LLC	DECREASED	1,905	1,932	-27	-1%	$60.2K	$61.3K	+$1.1K	2026-11-04
Central Trust Co	UNCHANGED	1,882	1,882	0	0%	$58.6K	$60.5K	+$1.9K	2026-11-05
Versant Capital Management, Inc	UNCHANGED	1,855	1,855	0	0%	$57.8K	$59.7K	+$1.9K	2026-10-02
US Bancorp \de\	DECREASED	1,741	1,749	-8	0%	$54.5K	$56.0K	+$1.5K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,687	1,687	0	0%	$52.5K	$54.3K	+$1.7K	2026-10-27
Blue Trust, Inc.	UNCHANGED	1,400	1,400	0	0%	$43.6K	$45.0K	+$1.4K	2026-10-15
Bank & Trust Co	UNCHANGED	1,314	1,314	0	0%	$40.9K	$42.3K	+$1.3K	2026-10-07
First Financial Corp	UNCHANGED	1,035	1,035	0	0%	$32.2K	$33.3K	+$1.1K	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	900	608	+292	+48%	$18.9K	$28.9K	+$10.0K	2026-11-06
Gamma Investing LLC	INCREASED	884	616	+268	+44%	$19.2K	$28.4K	+$9.2K	2026-10-08
State of Alaska, Department of Revenue	NEW	787	—	+787	—	—	$25	—	2026-10-15
Allworth Financial LP	INCREASED	778	608	+170	+28%	$18.9K	$24.2K	+$5.3K	2026-11-06
Signaturefd, LLC	INCREASED	639	568	+71	+13%	$17.7K	$20.6K	+$2.9K	2026-10-23
Daytona Street Capital LLC	DECREASED	605	5,035	-4,430	-88%	$153.4K	$19.9K	-$133.4K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	548	506	+42	+8%	$15.8K	$17.6K	+$1.9K	2026-10-08
Harbor Capital Advisors, Inc.	INCREASED	408	338	+70	+21%	$11	$13	+$2	2026-10-22
Sterling Capital Management LLC	DECREASED	379	394	-15	-4%	$12.3K	$12.2K	-$80	2026-10-22
Essential Partners LLC	UNCHANGED	284	284	0	0%	$8.8K	$9.1K	+$289	2026-10-14
SJS Investment Consulting Inc.	INCREASED	246	5	+241	+4820%	$156	$7.9K	+$7.8K	2026-10-26
Parallel Advisors, LLC	UNCHANGED	242	242	0	0%	$7.5K	$7.8K	+$247	2026-11-03
True Wealth Design, LLC	UNCHANGED	202	202	0	0%	$6.3K	$6.5K	+$206	2026-10-13
Pension & Wealth Management Advisors, Inc.	NEW	113	—	+113	—	—	$3.6K	—	2026-10-16
Ares Financial Consulting, LLC	UNCHANGED	69	69	0	0%	$2.1K	$2.2K	+$70	2026-10-19
Root Financial Partners, LLC	NEW	60	—	+60	—	—	$1.9K	—	2026-10-21
Triumph Capital Management	UNCHANGED	50	50	0	0%	$1.6K	$1.6K	+$51	2026-10-14
Fortitude Family Office, LLC	UNCHANGED	47	47	0	0%	$1.5K	$1.5K	+$48	2026-10-14
Parkside Financial Bank & Trust	NEW	45	—	+45	—	—	$1.4K	—	2026-10-27
Clark Wealth Partners	NEW	36	—	+36	—	—	$1.2K	—	2026-10-19
GK Wealth Management LLC	NEW	32	—	+32	—	—	$1.0K	—	2026-10-09
MassMutual Private Wealth & Trust, FSB	DECREASED	7	8	-1	-12%	$249	$225	-$24	2026-10-05
SBI Securities Co., Ltd.	DECREASED	5	8	-3	-37%	$249	$161	-$88	2026-10-22
Covestor Ltd	DECREASED	2	362	-360	-99%	$11	$0	-$11	2026-10-30
Torren Management, LLC	UNCHANGED	1	1	0	0%	$31	$32	+$1	2026-10-29
ProShare Advisors LLC	CLOSED	0	227,539	-227,539	-100%	$7.1M	$0	-$7.1M	2026-10-29
Jefferies Financial Group Inc.	CLOSED	0	22,802	-22,802	-100%	$710.1K	$0	-$710.1K	2026-11-05
Simplex Trading, LLC	CLOSED	0	84	-84	-100%	$2.6K	$0	-$2.6K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	17	-17	-100%	$533	$0	-$533	2026-11-02
BlackRock, Inc.	N/A	—	2,920,667	-2,920,667	-100%	$90.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	847,353	-847,353	-100%	$26.4M	—	—	—
State Street Corp	N/A	—	694,107	-694,107	-100%	$21.6M	—	—	—
American Century Companies Inc	N/A	—	563,718	-563,718	-100%	$17.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	517,334	-517,334	-100%	$16.1M	—	—	—
Acadian Asset Management LLC	N/A	—	408,413	-408,413	-100%	$12.7M	—	—	—
AQR Capital Management LLC	N/A	—	340,862	-340,862	-100%	$10.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	252,190	-252,190	-100%	$7.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	249,175	-249,175	-100%	$7.8M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	247,536	-247,536	-100%	$7.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	224,107	-224,107	-100%	$7.0M	—	—	—
Two Sigma Investments, LP	N/A	—	206,970	-206,970	-100%	$6.4M	—	—	—
Algert Global LLC	N/A	—	200,545	-200,545	-100%	$6.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	174,366	-174,366	-100%	$5.4M	—	—	—
Maltese Capital Management LLC	N/A	—	161,100	-161,100	-100%	$5.0M	—	—	—
Northern Trust Corp	N/A	—	159,503	-159,503	-100%	$5.0M	—	—	—
Morgan Stanley	N/A	—	144,360	-144,360	-100%	$4.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	136,119	-136,119	-100%	$4.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	134,693	-134,693	-100%	$4.2M	—	—	—
Bank of America Corp	N/A	—	113,856	-113,856	-100%	$3.5M	—	—	—
Nuveen, LLC	N/A	—	97,387	-97,387	-100%	$3.0M	—	—	—
Federated Hermes, Inc.	N/A	—	97,322	-97,322	-100%	$3.0M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	94,042	-94,042	-100%	$2.9M	—	—	—
Empowered Funds, LLC	N/A	—	92,919	-92,919	-100%	$2.9M	—	—	—
Ameriprise Financial Inc	N/A	—	92,797	-92,797	-100%	$2.9M	—	—	—
Citadel Advisors LLC	N/A	—	78,164	-78,164	-100%	$2.4M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	72,613	-72,613	-100%	$2.3M	—	—	—
Millennium Management LLC	N/A	—	71,068	-71,068	-100%	$2.2M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	69,309	-69,309	-100%	$2.2M	—	—	—
Rhino Investment Partners, Inc	N/A	—	68,063	-68,063	-100%	$2.1M	—	—	—
Royal Bank of Canada	N/A	—	67,624	-67,624	-100%	$2.1M	—	—	—
Quantinno Capital Management LP	N/A	—	65,713	-65,713	-100%	$2.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	63,063	-63,063	-100%	$2.0M	—	—	—
HSBC Holdings PLC	N/A	—	58,716	-58,716	-100%	$1.8M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	55,270	-55,270	-100%	$1.7M	—	—	—
IEQ Capital, LLC	N/A	—	55,043	-55,043	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	53,637	-53,637	-100%	$1.7M	—	—	—
State of Wisconsin Investment Board	N/A	—	53,335	-53,335	-100%	$1.7M	—	—	—
Trexquant Investment LP	N/A	—	51,656	-51,656	-100%	$1.6M	—	—	—
Martingale Asset Management L P	N/A	—	47,012	-47,012	-100%	$1.5M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	46,781	-46,781	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	40,374	-40,374	-100%	$1.3M	—	—	—
FMR LLC	N/A	—	37,607	-37,607	-100%	$1.2M	—	—	—
JPMorgan Chase & Co	N/A	—	31,767	-31,767	-100%	$988.3K	—	—	—
Invesco Ltd.	N/A	—	31,246	-31,246	-100%	$973.0K	—	—	—
Mariner, LLC	N/A	—	30,949	-30,949	-100%	$963.8K	—	—	—
Nomura Asset Management International Inc.	N/A	—	30,495	-30,495	-100%	$950.0K	—	—	—
Man Group plc	N/A	—	30,174	-30,174	-100%	$939.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	29,895	-29,895	-100%	$930.9K	—	—	—
Alliancebernstein L.P.	N/A	—	29,270	-29,270	-100%	$653.0K	—	—	—
Franklin Resources Inc	N/A	—	28,420	-28,420	-100%	$885.0K	—	—	—
Legato Capital Management LLC	N/A	—	27,664	-27,664	-100%	$861.5K	—	—	—
Rhumbline Advisers	N/A	—	25,021	-25,021	-100%	$779.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	23,600	-23,600	-100%	$734.9K	—	—	—
Wells Fargo & Company	N/A	—	22,874	-22,874	-100%	$712.3K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	21,018	-21,018	-100%	$654.5K	—	—	—
HighTower Advisors, LLC	N/A	—	19,515	-19,515	-100%	$607.7K	—	—	—
SEI Investments Co	N/A	—	17,576	-17,576	-100%	$547.3K	—	—	—
Mercer Global Advisors Inc	N/A	—	17,041	-17,041	-100%	$530.7K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	16,251	-16,251	-100%	$506.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	15,380	-15,380	-100%	$479.0K	—	—	—
Smith, Moore & Co.	N/A	—	13,304	-13,304	-100%	$414.3K	—	—	—
Balyasny Asset Management L.P.	N/A	—	12,480	-12,480	-100%	$388.6K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	12,239	-12,239	-100%	$381.1K	—	—	—
Caxton Associates LLP	N/A	—	11,884	-11,884	-100%	$370.1K	—	—	—
Graham Capital Management, L.P.	N/A	—	11,706	-11,706	-100%	$364.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	11,655	-11,655	-100%	$362.9K	—	—	—
Arax Advisory Partners	N/A	—	11,527	-11,527	-100%	$359.0K	—	—	—
Prudential Financial Inc	N/A	—	11,301	-11,301	-100%	$351.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	10,840	-10,840	-100%	$337.6K	—	—	—
Quadrature Capital Ltd	N/A	—	10,064	-10,064	-100%	$313.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	9,758	-9,758	-100%	$303.9K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	9,596	-9,596	-100%	$298.8K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	9,573	-9,573	-100%	$298.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	8,997	-8,997	-100%	$280.2K	—	—	—
Cambria Investment Management, L.P.	N/A	—	8,896	-8,896	-100%	$277.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	8,609	-8,609	-100%	$268.1K	—	—	—
First Trust Advisors LP	N/A	—	8,073	-8,073	-100%	$251.4K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,325	-7,325	-100%	$228.1K	—	—	—
Cerity Partners LLC	N/A	—	7,101	-7,101	-100%	$221.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,053	-6,053	-100%	$188.5K	—	—	—
New York State Common Retirement Fund	N/A	—	5,875	-5,875	-100%	$182.9K	—	—	—
SG Americas Securities, LLC	N/A	—	5,160	-5,160	-100%	$161.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,723	-4,723	-100%	$147.1K	—	—	—
Ancora Advisors LLCA	N/A	—	4,619	-4,619	-100%	$143.8K	—	—	—
BFC Planning, Inc.	N/A	—	2,425	-2,425	-100%	$75.5K	—	—	—
Canada Life Assurance Co	N/A	—	2,139	-2,139	-100%	$67.0K	—	—	—
Legal & General Group Plc	N/A	—	1,867	-1,867	-100%	$58.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,674	-1,674	-100%	$52.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,008	-1,008	-100%	$31.4K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,000	-1,000	-100%	$31.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	632	-632	-100%	$19.7K	—	—	—
California State Teachers Retirement System	N/A	—	269	-269	-100%	$8.4K	—	—	—
Rothschild Investment LLC	N/A	—	99	-99	-100%	$3.1K	—	—	—
Bellevue Asset Management, LLC	N/A	—	84	-84	-100%	$2.6K	—	—	—
Picton Mahoney Asset Management	N/A	—	73	-73	-100%	$2.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	73	-73	-100%	$2.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	61	-61	-100%	$1.9K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	42	-42	-100%	$1.3K	—	—	—
Raffa Wealth Management, LLC	N/A	—	34	-34	-100%	$1.1K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	33	-33	-100%	$1.0K	—	—	—
Kilter Group LLC	N/A	—	13	-13	-100%	$405	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2	-2	-100%	$53	—	—	—

Showing 164 of 164 institutions