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Montrose Environmental Group (MEG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,072,825 from 1,004,066
Change+68,759 (+7%)
Value$14.4M (-$5.9M)
Filed 2026-11-04
Truist Financial Corp
UNCHANGED
Shares792,718 from 792,718
Change0 (0%)
Value$10.6M (-$5.4M)
Filed 2026-10-30
Assenagon Asset Management S.A.
DECREASED
Shares237,580 from 357,776
Change-120,196 (-34%)
Value$3.2M (-$4.1M)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares217,788 from 95,465
Change+122,323 (+128%)
Value$2.9M (+$984.7K)
Filed 2026-11-04
CenterBook Partners LP
DECREASED
Shares214,048 from 264,299
Change-50,251 (-19%)
Value$2.9M (-$2.5M)
Filed 2026-11-02
Raiffeisen Bank International AG
INCREASED
Shares201,800 from 200,000
Change+1,800 (+1%)
Value$2.8M (-$1.2M)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares105,766 from 106,721
Change-955 (-1%)
Value$1.4M (-$741.7K)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares101,561 from 1,244,046
Change-1,142,485 (-92%)
Value$1.4M (-$23.8M)
Filed 2026-11-02
Conestoga Capital Advisors, LLC
UNCHANGED
Shares96,555 from 96,555
Change0 (0%)
Value$1.3M (-$659.5K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares65,651 from 55,364
Change+10,287 (+19%)
Value$878.4K (-$240.5K)
Filed 2026-11-02
Holcombe Financial, Inc.
UNCHANGED
Shares63,221 from 63,221
Change0 (0%)
Value$845.9K (-$431.8K)
Filed 2026-10-16
Inspire Investing, LLC
NEW
Shares47,511
Change+47,511
Value$635.7K
Filed 2026-10-22
Harbor Capital Advisors, Inc.
DECREASED
Shares43,660 from 53,987
Change-10,327 (-19%)
Value$584 (-$1.1M)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
DECREASED
Shares35,837 from 505,697
Change-469,860 (-93%)
Value$488 (-$10.3K)
Filed 2026-10-27
Imc-Chicago, LLC
NEW
Shares25,512
Change+25,512
Value$341.4K
Filed 2026-11-05
Horrell Capital Management, Inc.
DECREASED
Shares19,288 from 20,154
Change-866 (-4%)
Value$258.1K (-$149.2K)
Filed 2026-10-08
Kozak & Associates, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$145.5K (-$60.7K)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares7,549 from 6,963
Change+586 (+8%)
Value$101.0K (-$39.7K)
Filed 2026-11-04
Avanza Fonder AB
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$62.9K (-$32.1K)
Filed 2026-10-13
Exchange Traded Concepts, LLC
DECREASED
Shares2,272 from 3,139
Change-867 (-28%)
Value$30.4K (-$33.0K)
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares2,250
Change+2,250
Value$30.1K
Filed 2026-10-27
Larson Financial Group LLC
DECREASED
Shares2,010 from 2,048
Change-38 (-2%)
Value$26.9K (-$14.5K)
Filed 2026-11-05
Leonteq Securities AG
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$11.5K (-$5.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares680 from 629
Change+51 (+8%)
Value$9.1K (-$3.7K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares665 from 691
Change-26 (-4%)
Value$8.9K (-$5.1K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$8.0K (-$4.1K)
Filed 2026-10-27
Versant Capital Management, Inc
DECREASED
Shares533 from 770
Change-237 (-31%)
Value$7.1K (-$8.4K)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares396 from 271
Change+125 (+46%)
Value$5.3K (-$179)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
NEW
Shares384
Change+384
Value$5.1K
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$4.5K (-$2.3K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares279 from 182
Change+97 (+53%)
Value$3.7K (+$55)
Filed 2026-11-03
Fortitude Family Office, LLC
NEW
Shares251
Change+251
Value$3.4K
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares242 from 9,444
Change-9,202 (-97%)
Value$3.2K (-$187.6K)
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares240 from 244
Change-4 (-2%)
Value$3.2K (-$1.7K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
DECREASED
Shares120 from 159
Change-39 (-25%)
Value$1.6K (-$1.6K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares69 from 5,217
Change-5,148 (-99%)
Value$923 (-$104.5K)
Filed 2026-10-21
Clark Wealth Partners
NEW
Shares53
Change+53
Value$710
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$656 (-$334)
Filed 2026-10-23
Ascentis Wealth Management, LLC
NEW
Shares35
Change+35
Value$468
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares30
Change+30
Value$402
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$201 (-$102)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares14 from 87
Change-73 (-84%)
Value$187 (-$1.6K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares13
Change+13
Value$174
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares10 from 17
Change-7 (-41%)
Value$0 ($0)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares3
Change+3
Value$40
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares3 from 72
Change-69 (-96%)
Value$41 (-$1.4K)
Filed 2026-10-26
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$13 (-$7)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 383,435
Change-383,435 (-100%)
Value$0 (-$7.7M)
Filed 2026-11-04
Summit Creek Advisors LLC
CLOSED
Shares0 from 274,713
Change-274,713 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-03
OP Asset Management Ltd
CLOSED
Shares0 from 156,157
Change-156,157 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-05
Penn Capital Management Company, LLC
CLOSED
Shares0 from 138,744
Change-138,744 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Equitable Trust Co
CLOSED
Shares0 from 24,475
Change-24,475 (-100%)
Value$0 (-$494.6K)
Filed 2026-10-13
State of Wyoming
CLOSED
Shares0 from 18,237
Change-18,237 (-100%)
Value$0 (-$368.6K)
Filed 2026-10-28
SEB Asset Management AB
CLOSED
Shares0 from 11,109
Change-11,109 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-04
New York State Teachers Retirement System
CLOSED
Shares0 from 3,049
Change-3,049 (-100%)
Value$0 (-$62.0K)
Filed 2026-10-22
First Horizon Corp
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-26
Hughes Financial Services, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$20)
Filed 2026-10-30
BlackRock, Inc.
N/A
Shares— from 3,274,887
Change-3,274,887 (-100%)
Value—
Bamco Inc
N/A
Shares— from 2,137,406
Change-2,137,406 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,097,249
Change-2,097,249 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,930,869
Change-1,930,869 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 1,770,000
Change-1,770,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,490,124
Change-1,490,124 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,453,439
Change-1,453,439 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,443,390
Change-1,443,390 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,252,138
Change-1,252,138 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,249,241
Change-1,249,241 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 1,094,077
Change-1,094,077 (-100%)
Value—
Amundi
N/A
Shares— from 928,651
Change-928,651 (-100%)
Value—
UBS Group AG
N/A
Shares— from 927,315
Change-927,315 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 869,267
Change-869,267 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 817,998
Change-817,998 (-100%)
Value—
State Street Corp
N/A
Shares— from 798,858
Change-798,858 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 736,768
Change-736,768 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 618,246
Change-618,246 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 441,155
Change-441,155 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 401,858
Change-401,858 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 339,464
Change-339,464 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 332,025
Change-332,025 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 297,305
Change-297,305 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 294,923
Change-294,923 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 285,428
Change-285,428 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 280,914
Change-280,914 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 276,662
Change-276,662 (-100%)
Value—
Granahan Investment Management, LLC
N/A
Shares— from 259,703
Change-259,703 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 239,951
Change-239,951 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 221,229
Change-221,229 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 197,296
Change-197,296 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 182,185
Change-182,185 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 181,929
Change-181,929 (-100%)
Value—
Global Alpha Capital Management Ltd.
N/A
Shares— from 173,335
Change-173,335 (-100%)
Value—
Blair William & Co
N/A
Shares— from 173,037
Change-173,037 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 158,617
Change-158,617 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 131,010
Change-131,010 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 124,250
Change-124,250 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 110,353
Change-110,353 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 102,024
Change-102,024 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 101,274
Change-101,274 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 85,054
Change-85,054 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 85,054
Change-85,054 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 78,853
Change-78,853 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 68,979
Change-68,979 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 67,100
Change-67,100 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 63,807
Change-63,807 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 58,442
Change-58,442 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 57,781
Change-57,781 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 56,800
Change-56,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 56,242
Change-56,242 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 51,172
Change-51,172 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 51,129
Change-51,129 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 47,570
Change-47,570 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 43,026
Change-43,026 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 42,766
Change-42,766 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 41,402
Change-41,402 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 39,250
Change-39,250 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 36,902
Change-36,902 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,047
Change-35,047 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 33,315
Change-33,315 (-100%)
Value—
Boston Partners
N/A
Shares— from 32,113
Change-32,113 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 31,255
Change-31,255 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,642
Change-29,642 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 23,509
Change-23,509 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 22,832
Change-22,832 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 20,002
Change-20,002 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 19,875
Change-19,875 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,043
Change-17,043 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16,875
Change-16,875 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 15,780
Change-15,780 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 14,860
Change-14,860 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 14,523
Change-14,523 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,404
Change-12,404 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 740
Change-740 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 712
Change-712 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 665
Change-665 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 38
Change-38 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 29
Change-29 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,072,8251,004,066+68,759+7%$20.3M$14.4M-$5.9M2026-11-04
Truist Financial Corp
UNCHANGED792,718792,71800%$16.0M$10.6M-$5.4M2026-10-30
Assenagon Asset Management S.A.
DECREASED237,580357,776-120,196-34%$7.2M$3.2M-$4.1M2026-10-15
Citigroup Inc
INCREASED217,78895,465+122,323+128%$1.9M$2.9M+$984.7K2026-11-04
CenterBook Partners LP
DECREASED214,048264,299-50,251-19%$5.3M$2.9M-$2.5M2026-11-02
Raiffeisen Bank International AG
INCREASED201,800200,000+1,800+1%$4.1M$2.8M-$1.2M2026-10-28
Bank of New York Mellon Corp
DECREASED105,766106,721-955-1%$2.2M$1.4M-$741.7K2026-11-05
Principal Financial Group Inc
DECREASED101,5611,244,046-1,142,485-92%$25.1M$1.4M-$23.8M2026-11-02
Conestoga Capital Advisors, LLC
UNCHANGED96,55596,55500%$2.0M$1.3M-$659.5K2026-11-02
Creative Planning
INCREASED65,65155,364+10,287+19%$1.1M$878.4K-$240.5K2026-11-02
Holcombe Financial, Inc.
UNCHANGED63,22163,22100%$1.3M$845.9K-$431.8K2026-10-16
Inspire Investing, LLC
NEW47,511—+47,511——$635.7K—2026-10-22
Harbor Capital Advisors, Inc.
DECREASED43,66053,987-10,327-19%$1.1M$584-$1.1M2026-10-22
DekaBank Deutsche Girozentrale
DECREASED35,837505,697-469,860-93%$10.8K$488-$10.3K2026-10-27
Imc-Chicago, LLC
NEW25,512—+25,512——$341.4K—2026-11-05
Horrell Capital Management, Inc.
DECREASED19,28820,154-866-4%$407.3K$258.1K-$149.2K2026-10-08
Kozak & Associates, Inc.
UNCHANGED10,00010,00000%$206.2K$145.5K-$60.7K2026-10-29
Simplex Trading, LLC
INCREASED7,5496,963+586+8%$140.7K$101.0K-$39.7K2026-11-04
Avanza Fonder AB
UNCHANGED4,7004,70000%$95.0K$62.9K-$32.1K2026-10-13
Exchange Traded Concepts, LLC
DECREASED2,2723,139-867-28%$63.4K$30.4K-$33.0K2026-10-28
Elyxium Wealth, LLC
NEW2,250—+2,250——$30.1K—2026-10-27
Larson Financial Group LLC
DECREASED2,0102,048-38-2%$41.4K$26.9K-$14.5K2026-11-05
Leonteq Securities AG
UNCHANGED86086000%$17.4K$11.5K-$5.9K2026-10-29
Farther Finance Advisors, LLC
INCREASED680629+51+8%$12.8K$9.1K-$3.7K2026-10-08
Sterling Capital Management LLC
DECREASED665691-26-4%$14.0K$8.9K-$5.1K2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED60060000%$12.1K$8.0K-$4.1K2026-10-27
Versant Capital Management, Inc
DECREASED533770-237-31%$15.6K$7.1K-$8.4K2026-10-02
US Bancorp \de\
INCREASED396271+125+46%$5.5K$5.3K-$1792026-11-05
Caitong International Asset Management Co., Ltd
NEW384—+384——$5.1K—2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED33933900%$6.9K$4.5K-$2.3K2026-11-04
Parallel Advisors, LLC
INCREASED279182+97+53%$3.7K$3.7K+$552026-11-03
Fortitude Family Office, LLC
NEW251—+251——$3.4K—2026-10-14
Fifth Third Bancorp
DECREASED2429,444-9,202-97%$190.9K$3.2K-$187.6K2026-11-05
Gamma Investing LLC
DECREASED240244-4-2%$4.9K$3.2K-$1.7K2026-10-08
Nisa Investment Advisors, LLC
DECREASED120159-39-25%$3.2K$1.6K-$1.6K2026-10-20
Assetmark, Inc
DECREASED695,217-5,148-99%$105.4K$923-$104.5K2026-10-21
Clark Wealth Partners
NEW53—+53——$710—2026-10-19
Signaturefd, LLC
UNCHANGED494900%$990$656-$3342026-10-23
Ascentis Wealth Management, LLC
NEW35—+35——$468—2026-11-03
Parkside Financial Bank & Trust
NEW30—+30——$402—2026-10-27
Essential Partners LLC
UNCHANGED151500%$303$201-$1022026-10-14
IFP Advisors, Inc
DECREASED1487-73-84%$1.8K$187-$1.6K2026-10-16
Silver Grove Financial Group, Inc.
NEW13—+13——$174—2026-11-05
Covestor Ltd
DECREASED1017-7-41%$0$0$02026-10-30
Root Financial Partners, LLC
NEW3—+3——$40—2026-10-21
SJS Investment Consulting Inc.
DECREASED372-69-96%$1.5K$41-$1.4K2026-10-26
SBI Securities Co., Ltd.
UNCHANGED1100%$20$13-$72026-10-22
Allspring Global Investments Holdings, LLC
CLOSED0383,435-383,435-100%$7.7M$0-$7.7M2026-11-04
Summit Creek Advisors LLC
CLOSED0274,713-274,713-100%$5.6M$0-$5.6M2026-11-03
OP Asset Management Ltd
CLOSED0156,157-156,157-100%$3.2M$0-$3.2M2026-11-05
Penn Capital Management Company, LLC
CLOSED0138,744-138,744-100%$2.8M$0-$2.8M2026-11-04
Equitable Trust Co
CLOSED024,475-24,475-100%$494.6K$0-$494.6K2026-10-13
State of Wyoming
CLOSED018,237-18,237-100%$368.6K$0-$368.6K2026-10-28
SEB Asset Management AB
CLOSED011,109-11,109-100%$224.5K$0-$224.5K2026-11-04
New York State Teachers Retirement System
CLOSED03,049-3,049-100%$62.0K$0-$62.0K2026-10-22
First Horizon Corp
CLOSED0104-104-100%$2.1K$0-$2.1K2026-10-26
Hughes Financial Services, LLC
CLOSED01-1-100%$20$0-$202026-10-30
BlackRock, Inc.
N/A—3,274,887-3,274,887-100%$66.2M———
Bamco Inc
N/A—2,137,406-2,137,406-100%$43.2M———
Nomura Asset Management International Inc.
N/A—2,097,249-2,097,249-100%$42.4M———
Goldman Sachs Group Inc
N/A—1,930,869-1,930,869-100%$39.0M———
Corvex Management LPA
N/A—1,770,000-1,770,000-100%$35.8M———
Alliancebernstein L.P.
N/A—1,490,124-1,490,124-100%$32.6M———
Vanguard Capital Management LLC
N/A—1,453,439-1,453,439-100%$29.4M———
FMR LLC
N/A—1,443,390-1,443,390-100%$29.2M———
UBS Asset Management Americas LLC
N/A—1,252,138-1,252,138-100%$25.3M———
Nomura Holdings Inc
N/A—1,249,241-1,249,241-100%$25.2M———
Royce & Associates LP
N/A—1,094,077-1,094,077-100%$22.1M———
Amundi
N/A—928,651-928,651-100%$18.8M———
UBS Group AG
N/A—927,315-927,315-100%$18.7M———
Geode Capital Management, LLC
N/A—869,267-869,267-100%$17.6M———
Legal & General Group Plc
N/A—817,998-817,998-100%$16.5M———
State Street Corp
N/A—798,858-798,858-100%$16.1M———
Stephens Investment Management Group LLC
N/A—736,768-736,768-100%$14.9M———
Morgan Stanley
N/A—618,246-618,246-100%$12.5M———
Millennium Management LLC
N/A—441,155-441,155-100%$8.9M———
Northern Trust Corp
N/A—401,858-401,858-100%$8.1M———
ArrowMark Colorado Holdings LLC
N/A—339,464-339,464-100%$6.9M———
Fisher Asset Management, LLC
N/A—332,025-332,025-100%$6.7M———
Private Capital Management, LLC
N/A—297,305-297,305-100%$6.0M———
Russell Investments Group, Ltd.
N/A—294,923-294,923-100%$6.0M———
Tudor Investment Corp ET AL
N/A—285,428-285,428-100%$5.8M———
Vanguard Portfolio Management LLC
N/A—280,914-280,914-100%$5.7M———
Bank of America Corp
N/A—276,662-276,662-100%$5.6M———
Granahan Investment Management, LLC
N/A—259,703-259,703-100%$5.2M———
Charles Schwab Investment Management Inc
N/A—239,951-239,951-100%$4.8M———
Vanguard Fiduciary Trust Co
N/A—221,229-221,229-100%$4.5M———
Invesco Ltd.
N/A—197,296-197,296-100%$4.0M———
Citadel Advisors LLC
N/A—182,185-182,185-100%$3.7M———
Panagora Asset Management Inc
N/A—181,929-181,929-100%$3.7M———
Global Alpha Capital Management Ltd.
N/A—173,335-173,335-100%$3.5M———
Blair William & Co
N/A—173,037-173,037-100%$3.5M———
Nuveen, LLC
N/A—158,617-158,617-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—131,010-131,010-100%$2.6M———
Nordea Investment Management AB
N/A—124,250-124,250-100%$2.5M———
Nexpoint Asset Management, L.P.
N/A—110,353-110,353-100%$2.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—102,024-102,024-100%$2.1M———
XTX Topco Ltd
N/A—101,274-101,274-100%$2.0M———
Bridgeway Capital Management, LLC
N/A—85,054-85,054-100%$1.7M———
Empowered Funds, LLC
N/A—85,054-85,054-100%$1.7M———
SEI Investments Co
N/A—78,853-78,853-100%$1.6M———
BNP Paribas Financial Markets
N/A—68,979-68,979-100%$1.4M———
Swiss National Bank
N/A—67,100-67,100-100%$1.4M———
Caption Management, LLC
N/A—63,807-63,807-100%$1.3M———
Algert Global LLC
N/A—58,442-58,442-100%$1.2M———
IQ EQ Fund Management (Ireland) Ltd
N/A—57,781-57,781-100%$1.2M———
Cladis Investment Advisory, LLC
N/A—56,800-56,800-100%$1.1M———
Wells Fargo & Company
N/A—56,242-56,242-100%$1.1M———
Avalon Trust Co
N/A—51,172-51,172-100%$1.0M———
Rhumbline Advisers
N/A—51,129-51,129-100%$1.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—47,570-47,570-100%$961.4K———
Jupiter Asset Management LTD
N/A—43,026-43,026-100%$869.6K———
Franklin Resources Inc
N/A—42,766-42,766-100%$864.3K———
Deutsche Bank Ag\
N/A—41,402-41,402-100%$836.7K———
Victory Capital Management Inc
N/A—39,250-39,250-100%$793.2K———
California State Teachers Retirement System
N/A—36,902-36,902-100%$745.8K———
Price T Rowe Associates Inc
N/A—35,047-35,047-100%$709.0K———
Royal Bank of Canada
N/A—33,315-33,315-100%$673.0K———
Boston Partners
N/A—32,113-32,113-100%$649.0K———
Managed Asset Portfolios, LLC
N/A—31,255-31,255-100%$631.7K———
AQR Capital Management LLC
N/A—29,642-29,642-100%$599.1K———
Pinnacle Financial Partners, Inc.
N/A—27,333-27,333-100%$552.4K———
Mariner, LLC
N/A—24,257-24,257-100%$490.2K———
Freestone Grove Partners LP
N/A—23,509-23,509-100%$475.1K———
Quantinno Capital Management LP
N/A—22,832-22,832-100%$461.4K———
MetLife Investment Management, LLC
N/A—20,002-20,002-100%$404.2K———
Vanguard Asset Management, Ltd
N/A—19,875-19,875-100%$401.7K———
Stifel Financial Corp
N/A—17,043-17,043-100%$344.4K———
JPMorgan Chase & Co
N/A—16,875-16,875-100%$344.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—15,780-15,780-100%$318.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—14,860-14,860-100%$300.3K———
Jupiter Topco LLC
N/A—14,523-14,523-100%$294.2K———
Vanguard Global Advisers, LLC
N/A—13,072-13,072-100%$264.2K———
Groupe la Francaise
N/A—13,000-13,000-100%$263.0K———
Envestnet Asset Management Inc
N/A—12,404-12,404-100%$250.7K———
New York State Common Retirement Fund
N/A—12,338-12,338-100%$249.4K———
Canada Pension Plan Investment Board
N/A—11,900-11,900-100%$240.5K———
State Board of Administration of Florida Retirement System
N/A—10,415-10,415-100%$210.5K———
Captrust Financial Advisors
N/A—10,347-10,347-100%$209.1K———
Cresset Asset Management, LLC
N/A—10,000-10,000-100%$202.1K———
Vanguard Investments Australia, Ltd.
N/A—9,155-9,155-100%$185.0K———
Police & Firemen's Retirement System of New Jersey
N/A—9,014-9,014-100%$182.2K———
KLP Kapitalforvaltning AS
N/A—7,000-7,000-100%$141.5K———
SG Americas Securities, LLC
N/A—6,973-6,973-100%$141.0K———
Mitsubishi UFJ Trust & Banking Corp
N/A—6,585-6,585-100%$133.1K———
Barclays PLC
N/A—5,431-5,431-100%$109.8K———
PNC Financial Services Group, Inc.
N/A—4,398-4,398-100%$88.9K———
LOS Angeles Capital Management LLC
N/A—3,655-3,655-100%$73.9K———
Ameritas Investment Partners, Inc.
N/A—3,110-3,110-100%$62.9K———
Canada Life Assurance Co
N/A—2,909-2,909-100%$59.0K———
Global Retirement Partners, LLC
N/A—2,442-2,442-100%$49.3K———
Dixon Mitchell Investment Counsel Inc.
N/A—2,022-2,022-100%$40.9K———
Tower Research Capital LLC (TRC)
N/A—2,022-2,022-100%$40.9K———
Osaic Holdings, Inc.
N/A—1,710-1,710-100%$34.6K———
Jones Financial Companies Lllp
N/A—1,193-1,193-100%$23.9K———
Tripletail Wealth Management, LLC
N/A—815-815-100%$17.1K———
Arax Advisory Partners
N/A—740-740-100%$15.0K———
Nykredit A/S
N/A—712-712-100%$14.4K———
BNP Paribas Asset Management Holding S.A.
N/A—665-665-100%$13.4K———
Smartleaf Asset Management LLC
N/A—93-93-100%$1.9K———
Brown Brothers Harriman & Co
N/A—38-38-100%$768———
Quarry LP
N/A—30-30-100%$606———
Allworth Financial LP
N/A—29-29-100%$587———
Rothschild Investment LLC
N/A—20-20-100%$404———
Clearstead Advisors, LLC
N/A—7-7-100%$142———
Optiver Holding B.V.
N/A—3-3-100%$61———
Showing 166 of 166 institutions