NVE Corp (NVEC)

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

INCREASED

Shares175,710 from 157,106

Change+18,604 (+12%)

Value$19.3M (+$2.9M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares100,574 from 109,017

Change-8,443 (-8%)

Value$11.1M (-$323.2K)

Filed 2026-11-04

Ranger Investment Management, L.P.

DECREASED

Shares70,156 from 121,341

Change-51,185 (-42%)

Value$7.7M (-$5.0M)

Filed 2026-11-06

Silverberg Bernstein Capital Management LLC

DECREASED

Shares64,986 from 69,220

Change-4,234 (-6%)

Value$7.2M (-$83.3K)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares49,274 from 49,876

Change-602 (-1%)

Value$5.4M (+$209.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares48,080 from 46,671

Change+1,409 (+3%)

Value$5.3M (+$413.2K)

Filed 2026-11-05

Merrion Investment Management Co, LLC

INCREASED

Shares47,590 from 43,265

Change+4,325 (+10%)

Value$5.2M (+$715.3K)

Filed 2026-10-16

Bridge City Capital, LLC

INCREASED

Shares47,185 from 39,954

Change+7,231 (+18%)

Value$5.2M (+$1.0M)

Filed 2026-10-29

Isthmus Partners, LLC

DECREASED

Shares45,011 from 49,980

Change-4,969 (-10%)

Value$5.0M (-$270.6K)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares35,964 from 71,293

Change-35,329 (-50%)

Value$4.0M (-$3.5M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares28,848 from 18,608

Change+10,240 (+55%)

Value$3.2M (+$1.2M)

Filed 2026-11-02

Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares14,376 from 13,800

Change+576 (+4%)

Value$1.6M (+$139.7K)

Filed 2026-11-05

Chatham Capital Group, Inc.

NEW

Shares13,827

Change+13,827

Value$1.5M

Filed 2026-10-16

Principal Financial Group Inc

INCREASED

Shares7,583 from 5,346

Change+2,237 (+42%)

Value$834.7K (+$275.8K)

Filed 2026-11-02

Kopp Family Office, LLC

NEW

Shares6,813

Change+6,813

Value$750.0K

Filed 2026-10-21

Alps Advisors Inc

DECREASED

Shares5,967 from 7,436

Change-1,469 (-20%)

Value$656.8K (-$120.6K)

Filed 2026-11-03

Kings Path Partners LLC

DECREASED

Shares4,070 from 7,405

Change-3,335 (-45%)

Value$448.0K (-$326.2K)

Filed 2026-10-21

Barclays PLC

INCREASED

Shares2,053 from 753

Change+1,300 (+173%)

Value$226.0K (+$147.3K)

Filed 2026-11-06

Valmark Advisers, Inc.

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$220.2K (+$11.1K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares1,851 from 3,512

Change-1,661 (-47%)

Value$203.8K (-$163.4K)

Filed 2026-11-04

Vest Financial, LLC

NEW

Shares1,834

Change+1,834

Value$201.9K

Filed 2026-10-21

US Bancorp \de\

DECREASED

Shares1,650 from 1,679

Change-29 (-2%)

Value$181.6K (+$6.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

INCREASED

Shares1,039 from 818

Change+221 (+27%)

Value$114 (-$84.9K)

Filed 2026-10-15

Signaturefd, LLC

INCREASED

Shares722 from 459

Change+263 (+57%)

Value$79.5K (+$31.5K)

Filed 2026-10-23

Versant Capital Management, Inc

DECREASED

Shares645 from 654

Change-9 (-1%)

Value$71.0K (+$2.6K)

Filed 2026-10-02

PNC Financial Services Group, Inc.

INCREASED

Shares351 from 235

Change+116 (+49%)

Value$38.6K (+$14.1K)

Filed 2026-11-06

Gamma Investing LLC

INCREASED

Shares340 from 219

Change+121 (+55%)

Value$37.4K (+$14.5K)

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares333 from 27

Change+306 (+1133%)

Value$36.7K (+$33.8K)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

INCREASED

Shares323 from 94

Change+229 (+244%)

Value$36 (+$26)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$24.2K (+$1.2K)

Filed 2026-10-20

Parallel Advisors, LLC

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$20.9K (+$1.1K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares161 from 17

Change+144 (+847%)

Value$17.7K (+$15.9K)

Filed 2026-10-22

Allworth Financial LP

INCREASED

Shares160 from 148

Change+12 (+8%)

Value$16.7K (+$1.3K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares51 from 9

Change+42 (+467%)

Value$5.6K (+$4.7K)

Filed 2026-11-04

Winch Advisory Services, LLC

INCREASED

Shares25 from 24

Change+1 (+4%)

Value$2.7K (+$162)

Filed 2026-11-06

Zions Bancorporation, National Association

NEW

Shares17

Change+17

Value$1.9K

Filed 2026-11-06

Physician Wealth Advisors, Inc.

INCREASED

Shares16 from 4

Change+12 (+300%)

Value$1.8K (+$1.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares14 from 7

Change+7 (+100%)

Value$1.5K (+$815)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.2K (+$61)

Filed 2026-10-14

Buck Wealth Strategies, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.2K (+$73)

Filed 2026-10-28

True Wealth Design, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$881 (+$44)

Filed 2026-10-13

Covestor Ltd

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$1 ($0)

Filed 2026-10-30

Parkside Financial Bank & Trust

NEW

Shares6

Change+6

Value$661

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$440

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares4 from 35

Change-31 (-89%)

Value$440 (-$3.2K)

Filed 2026-10-05

James T. Borello RIA

NEW

Shares1

Change+1

Value$110

Filed 2026-10-16

Apollon Wealth Management, LLC

CLOSED

Shares0 from 8,837

Change-8,837 (-100%)

Value$0 (-$923.9K)

Filed 2026-10-23

Inspire Investing, LLC

CLOSED

Shares0 from 6,649

Change-6,649 (-100%)

Value$0 (-$695.2K)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 4,690

Change-4,690 (-100%)

Value$0 (-$490.3K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 4,579

Change-4,579 (-100%)

Value$0 (-$479.0K)

Filed 2026-11-02

ProShare Advisors LLC

CLOSED

Shares0 from 3,045

Change-3,045 (-100%)

Value$0 (-$318.4K)

Filed 2026-10-29

State of Wyoming

CLOSED

Shares0 from 417

Change-417 (-100%)

Value$0 (-$43.6K)

Filed 2026-10-28

Spire Wealth Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$10.5K)

Filed 2026-10-30

International Assets Investment Management, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$318)

Filed 2026-11-02

Defiance ETFs, LLC

N/A

Shares— from 635,270

Change-635,270 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 635,270

Change-635,270 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 423,551

Change-423,551 (-100%)

Value—

State Street Corp

N/A

Shares— from 375,038

Change-375,038 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 215,601

Change-215,601 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 195,475

Change-195,475 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 170,730

Change-170,730 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 81,215

Change-81,215 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 80,366

Change-80,366 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 76,384

Change-76,384 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 75,366

Change-75,366 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 67,167

Change-67,167 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 57,022

Change-57,022 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 46,192

Change-46,192 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 35,080

Change-35,080 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 35,058

Change-35,058 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 34,701

Change-34,701 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 24,841

Change-24,841 (-100%)

Value—

UBS Group AG

N/A

Shares— from 18,811

Change-18,811 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 17,675

Change-17,675 (-100%)

Value—

Prospect Capital Advisors, LLC

N/A

Shares— from 15,720

Change-15,720 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,545

Change-15,545 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 14,599

Change-14,599 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 14,148

Change-14,148 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 13,443

Change-13,443 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 12,984

Change-12,984 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 12,126

Change-12,126 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 11,617

Change-11,617 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,192

Change-11,192 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,688

Change-10,688 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 9,181

Change-9,181 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,913

Change-8,913 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,122

Change-8,122 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 6,645

Change-6,645 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 6,317

Change-6,317 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,207

Change-6,207 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,001

Change-6,001 (-100%)

Value—

Mairs & Power Inc

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 5,911

Change-5,911 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 5,387

Change-5,387 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 5,074

Change-5,074 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 4,769

Change-4,769 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 4,763

Change-4,763 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 4,750

Change-4,750 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,626

Change-4,626 (-100%)

Value—

Aviva PLC

N/A

Shares— from 4,445

Change-4,445 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,511

Change-3,511 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 3,408

Change-3,408 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 3,262

Change-3,262 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 3,140

Change-3,140 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,021

Change-3,021 (-100%)

Value—

Commerce Bank

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 2,742

Change-2,742 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 2,373

Change-2,373 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 2,356

Change-2,356 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 2,334

Change-2,334 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,940

Change-1,940 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,732

Change-1,732 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,485

Change-1,485 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,478

Change-1,478 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,292

Change-1,292 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,105

Change-1,105 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 527

Change-527 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 500

Change-500 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 394

Change-394 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 365

Change-365 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 264

Change-264 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 237

Change-237 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 233

Change-233 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 216

Change-216 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 120

Change-120 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 112

Change-112 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 98

Change-98 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 68

Change-68 (-100%)

Value—

Barrow Hanley Mewhinney & Strauss LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Ross\johnson & Associates LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3

Change-3 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	175,710	157,106	+18,604	+12%	$16.4M	$19.3M	+$2.9M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	100,574	109,017	-8,443	-8%	$11.4M	$11.1M	-$323.2K	2026-11-04
Ranger Investment Management, L.P.	DECREASED	70,156	121,341	-51,185	-42%	$12.7M	$7.7M	-$5.0M	2026-11-06
Silverberg Bernstein Capital Management LLC	DECREASED	64,986	69,220	-4,234	-6%	$7.2M	$7.2M	-$83.3K	2026-10-13
Deutsche Bank Ag\	DECREASED	49,274	49,876	-602	-1%	$5.2M	$5.4M	+$209.5K	2026-11-06
Bank of New York Mellon Corp	INCREASED	48,080	46,671	+1,409	+3%	$4.9M	$5.3M	+$413.2K	2026-11-05
Merrion Investment Management Co, LLC	INCREASED	47,590	43,265	+4,325	+10%	$4.5M	$5.2M	+$715.3K	2026-10-16
Bridge City Capital, LLC	INCREASED	47,185	39,954	+7,231	+18%	$4.2M	$5.2M	+$1.0M	2026-10-29
Isthmus Partners, LLC	DECREASED	45,011	49,980	-4,969	-10%	$5.2M	$5.0M	-$270.6K	2026-10-21
Russell Investments Group, Ltd.	DECREASED	35,964	71,293	-35,329	-50%	$7.5M	$4.0M	-$3.5M	2026-11-06
Creative Planning	INCREASED	28,848	18,608	+10,240	+55%	$1.9M	$3.2M	+$1.2M	2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	14,376	13,800	+576	+4%	$1.4M	$1.6M	+$139.7K	2026-11-05
Chatham Capital Group, Inc.	NEW	13,827	—	+13,827	—	—	$1.5M	—	2026-10-16
Principal Financial Group Inc	INCREASED	7,583	5,346	+2,237	+42%	$558.9K	$834.7K	+$275.8K	2026-11-02
Kopp Family Office, LLC	NEW	6,813	—	+6,813	—	—	$750.0K	—	2026-10-21
Alps Advisors Inc	DECREASED	5,967	7,436	-1,469	-20%	$777.4K	$656.8K	-$120.6K	2026-11-03
Kings Path Partners LLC	DECREASED	4,070	7,405	-3,335	-45%	$774.2K	$448.0K	-$326.2K	2026-10-21
Barclays PLC	INCREASED	2,053	753	+1,300	+173%	$78.7K	$226.0K	+$147.3K	2026-11-06
Valmark Advisers, Inc.	UNCHANGED	2,000	2,000	0	0%	$209.1K	$220.2K	+$11.1K	2026-11-06
Citigroup Inc	DECREASED	1,851	3,512	-1,661	-47%	$367.2K	$203.8K	-$163.4K	2026-11-04
Vest Financial, LLC	NEW	1,834	—	+1,834	—	—	$201.9K	—	2026-10-21
US Bancorp \de\	DECREASED	1,650	1,679	-29	-2%	$175.5K	$181.6K	+$6.1K	2026-11-05
State of Alaska, Department of Revenue	INCREASED	1,039	818	+221	+27%	$85.0K	$114	-$84.9K	2026-10-15
Signaturefd, LLC	INCREASED	722	459	+263	+57%	$48.0K	$79.5K	+$31.5K	2026-10-23
Versant Capital Management, Inc	DECREASED	645	654	-9	-1%	$68.4K	$71.0K	+$2.6K	2026-10-02
PNC Financial Services Group, Inc.	INCREASED	351	235	+116	+49%	$24.6K	$38.6K	+$14.1K	2026-11-06
Gamma Investing LLC	INCREASED	340	219	+121	+55%	$22.9K	$37.4K	+$14.5K	2026-10-08
SBI Securities Co., Ltd.	INCREASED	333	27	+306	+1133%	$2.8K	$36.7K	+$33.8K	2026-10-22
Harbor Capital Advisors, Inc.	INCREASED	323	94	+229	+244%	$10	$36	+$26	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	220	220	0	0%	$23.0K	$24.2K	+$1.2K	2026-10-20
Parallel Advisors, LLC	UNCHANGED	190	190	0	0%	$19.9K	$20.9K	+$1.1K	2026-11-03
Sterling Capital Management LLC	INCREASED	161	17	+144	+847%	$1.8K	$17.7K	+$15.9K	2026-10-22
Allworth Financial LP	INCREASED	160	148	+12	+8%	$15.5K	$16.7K	+$1.3K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	51	9	+42	+467%	$941	$5.6K	+$4.7K	2026-11-04
Winch Advisory Services, LLC	INCREASED	25	24	+1	+4%	$2.6K	$2.7K	+$162	2026-11-06
Zions Bancorporation, National Association	NEW	17	—	+17	—	—	$1.9K	—	2026-11-06
Physician Wealth Advisors, Inc.	INCREASED	16	4	+12	+300%	$419	$1.8K	+$1.3K	2026-10-20
Farther Finance Advisors, LLC	INCREASED	14	7	+7	+100%	$726	$1.5K	+$815	2026-10-08
Essential Partners LLC	UNCHANGED	11	11	0	0%	$1.2K	$1.2K	+$61	2026-10-14
Buck Wealth Strategies, LLC	UNCHANGED	11	11	0	0%	$1.2K	$1.2K	+$73	2026-10-28
True Wealth Design, LLC	UNCHANGED	8	8	0	0%	$837	$881	+$44	2026-10-13
Covestor Ltd	UNCHANGED	7	7	0	0%	$1	$1	$0	2026-10-30
Parkside Financial Bank & Trust	NEW	6	—	+6	—	—	$661	—	2026-10-27
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$440	—	2026-10-21
MassMutual Private Wealth & Trust, FSB	DECREASED	4	35	-31	-89%	$3.7K	$440	-$3.2K	2026-10-05
James T. Borello RIA	NEW	1	—	+1	—	—	$110	—	2026-10-16
Apollon Wealth Management, LLC	CLOSED	0	8,837	-8,837	-100%	$923.9K	$0	-$923.9K	2026-10-23
Inspire Investing, LLC	CLOSED	0	6,649	-6,649	-100%	$695.2K	$0	-$695.2K	2026-10-22
Y-Intercept (Hong Kong) Ltd	CLOSED	0	4,690	-4,690	-100%	$490.3K	$0	-$490.3K	2026-10-16
Cambridge Investment Research Advisors, Inc.	CLOSED	0	4,579	-4,579	-100%	$479.0K	$0	-$479.0K	2026-11-02
ProShare Advisors LLC	CLOSED	0	3,045	-3,045	-100%	$318.4K	$0	-$318.4K	2026-10-29
State of Wyoming	CLOSED	0	417	-417	-100%	$43.6K	$0	-$43.6K	2026-10-28
Spire Wealth Management	CLOSED	0	100	-100	-100%	$10.5K	$0	-$10.5K	2026-10-30
International Assets Investment Management, LLC	CLOSED	0	3	-3	-100%	$318	$0	-$318	2026-11-02
Defiance ETFs, LLC	N/A	—	635,270	-635,270	-100%	$67.3M	—	—	—
Penserra Capital Management LLC	N/A	—	635,270	-635,270	-100%	$66.4M	—	—	—
BlackRock, Inc.	N/A	—	423,551	-423,551	-100%	$44.3M	—	—	—
State Street Corp	N/A	—	375,038	-375,038	-100%	$39.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	215,601	-215,601	-100%	$22.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	195,475	-195,475	-100%	$20.4M	—	—	—
Renaissance Technologies LLC	N/A	—	170,730	-170,730	-100%	$17.8M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	81,215	-81,215	-100%	$8.5M	—	—	—
Royce & Associates LP	N/A	—	80,366	-80,366	-100%	$8.4M	—	—	—
Two Sigma Investments, LP	N/A	—	76,384	-76,384	-100%	$8.0M	—	—	—
Morgan Stanley	N/A	—	75,366	-75,366	-100%	$7.9M	—	—	—
Marshall Wace, LLP	N/A	—	67,167	-67,167	-100%	$7.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	57,022	-57,022	-100%	$6.0M	—	—	—
Northern Trust Corp	N/A	—	46,192	-46,192	-100%	$4.8M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	35,080	-35,080	-100%	$3.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	35,058	-35,058	-100%	$3.7M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	34,701	-34,701	-100%	$3.6M	—	—	—
Militia Capital Management LLC	N/A	—	26,000	-26,000	-100%	$2.7M	—	—	—
Jupiter Topco LLC	N/A	—	24,841	-24,841	-100%	$2.6M	—	—	—
UBS Group AG	N/A	—	18,811	-18,811	-100%	$2.0M	—	—	—
Trexquant Investment LP	N/A	—	17,675	-17,675	-100%	$1.8M	—	—	—
Prospect Capital Advisors, LLC	N/A	—	15,720	-15,720	-100%	$1.6M	—	—	—
XTX Topco Ltd	N/A	—	15,545	-15,545	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	14,599	-14,599	-100%	$1.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	14,148	-14,148	-100%	$1.5M	—	—	—
American Century Companies Inc	N/A	—	13,443	-13,443	-100%	$1.4M	—	—	—
Price T Rowe Associates Inc	N/A	—	12,984	-12,984	-100%	$1.4M	—	—	—
New York State Common Retirement Fund	N/A	—	12,126	-12,126	-100%	$1.3M	—	—	—
Nuveen, LLC	N/A	—	11,617	-11,617	-100%	$1.2M	—	—	—
AQR Capital Management LLC	N/A	—	11,192	-11,192	-100%	$1.2M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,688	-10,688	-100%	$1.1M	—	—	—
GSA Capital Partners LLP	N/A	—	9,181	-9,181	-100%	$960.0K	—	—	—
Wells Fargo & Company	N/A	—	8,913	-8,913	-100%	$931.9K	—	—	—
Raymond James Financial Inc	N/A	—	8,122	-8,122	-100%	$849.2K	—	—	—
PDT Partners, LLC	N/A	—	6,645	-6,645	-100%	$694.7K	—	—	—
Martingale Asset Management L P	N/A	—	6,317	-6,317	-100%	$660.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,207	-6,207	-100%	$648.9K	—	—	—
Rhumbline Advisers	N/A	—	6,001	-6,001	-100%	$627.4K	—	—	—
Mairs & Power Inc	N/A	—	6,000	-6,000	-100%	$627.3K	—	—	—
Vident Advisory, LLC	N/A	—	5,911	-5,911	-100%	$618.0K	—	—	—
Legato Capital Management LLC	N/A	—	5,387	-5,387	-100%	$563.2K	—	—	—
Franklin Resources Inc	N/A	—	5,074	-5,074	-100%	$530.5K	—	—	—
Invesco Ltd.	N/A	—	4,769	-4,769	-100%	$498.6K	—	—	—
Bank of America Corp	N/A	—	4,763	-4,763	-100%	$498.0K	—	—	—
Winton Group Ltd	N/A	—	4,750	-4,750	-100%	$496.6K	—	—	—
Cetera Investment Advisers	N/A	—	4,626	-4,626	-100%	$483.7K	—	—	—
Aviva PLC	N/A	—	4,445	-4,445	-100%	$464.7K	—	—	—
Private Advisor Group, LLC	N/A	—	4,110	-4,110	-100%	$429.7K	—	—	—
JPMorgan Chase & Co	N/A	—	3,511	-3,511	-100%	$346.2K	—	—	—
Quadrature Capital Ltd	N/A	—	3,408	-3,408	-100%	$356.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	3,262	-3,262	-100%	$341.0K	—	—	—
Alliancebernstein L.P.	N/A	—	3,140	-3,140	-100%	$205.7K	—	—	—
FMR LLC	N/A	—	3,021	-3,021	-100%	$315.9K	—	—	—
Commerce Bank	N/A	—	2,800	-2,800	-100%	$292.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	2,742	-2,742	-100%	$286.7K	—	—	—
Odyssean, LLC	N/A	—	2,373	-2,373	-100%	$248.1K	—	—	—
Impact Partnership Wealth, LLC	N/A	—	2,356	-2,356	-100%	$246.3K	—	—	—
Empowered Funds, LLC	N/A	—	2,334	-2,334	-100%	$244.0K	—	—	—
Jain Global LLC	N/A	—	2,300	-2,300	-100%	$240.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,940	-1,940	-100%	$202.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,732	-1,732	-100%	$181.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,485	-1,485	-100%	$155.3K	—	—	—
Legal & General Group Plc	N/A	—	1,478	-1,478	-100%	$154.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,292	-1,292	-100%	$135.1K	—	—	—
SG Americas Securities, LLC	N/A	—	1,105	-1,105	-100%	$116.0K	—	—	—
Canada Life Assurance Co	N/A	—	527	-527	-100%	$55.0K	—	—	—
McMillan Office, Inc.	N/A	—	500	-500	-100%	$52.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	500	-500	-100%	$48.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	394	-394	-100%	$41.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	365	-365	-100%	$38.2K	—	—	—
Royal Bank of Canada	N/A	—	264	-264	-100%	$28.0K	—	—	—
Arax Advisory Partners	N/A	—	237	-237	-100%	$24.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	233	-233	-100%	$24.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	216	-216	-100%	$19.9K	—	—	—
Meeder Asset Management Inc	N/A	—	120	-120	-100%	$12.5K	—	—	—
Huntington National Bank	N/A	—	112	-112	-100%	$11.7K	—	—	—
Quantbot Technologies LP	N/A	—	98	-98	-100%	$10.2K	—	—	—
California State Teachers Retirement System	N/A	—	68	-68	-100%	$7.1K	—	—	—
Barrow Hanley Mewhinney & Strauss LLC	N/A	—	59	-59	-100%	$6.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12	-12	-100%	$1.3K	—	—	—
Cornerstone Financial Management LLC	N/A	—	9	-9	-100%	$941	—	—	—
Ross\johnson & Associates LLC	N/A	—	9	-9	-100%	$941	—	—	—
Raffa Wealth Management, LLC	N/A	—	6	-6	-100%	$627	—	—	—
Federated Hermes, Inc.	N/A	—	3	-3	-100%	$314	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2	-2	-100%	$209	—	—	—
Rothschild Investment LLC	N/A	—	2	-2	-100%	$209	—	—	—

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