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NB Bancorp Inc (NBBK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares1,150,328 from 1,153,217
Change-2,889 (0%)
Value$25.5M (+$1.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,013,395 from 753,320
Change+260,075 (+35%)
Value$22.4M (+$6.5M)
Filed 2026-11-04
FMR LLC
INCREASED
Shares570,321 from 497,305
Change+73,016 (+15%)
Value$12.6M (+$2.1M)
Filed 2026-11-10
Nuveen, LLC
DECREASED
Shares474,290 from 498,869
Change-24,579 (-5%)
Value$10.5M (-$49.8K)
Filed 2026-11-10
LSV Asset Management
NEW
Shares369,693
Change+369,693
Value$8.2K
Filed 2026-11-06
Hennessy Advisors Inc
DECREASED
Shares172,000 from 178,000
Change-6,000 (-3%)
Value$3.8M (+$43.5K)
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares171,109 from 171,541
Change-432 (0%)
Value$3.8M (+$160.3K)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares133,207 from 131,013
Change+2,194 (+2%)
Value$3.0M (+$134.0K)
Filed 2026-11-02
Principal Financial Group Inc
INCREASED
Shares104,451 from 59,231
Change+45,220 (+76%)
Value$2.3M (+$1.1M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares90,919 from 67,320
Change+23,599 (+35%)
Value$2.0M (+$588.7K)
Filed 2026-11-02
Oppenheimer & Close, LLC
UNCHANGED
Shares82,999 from 82,999
Change0 (0%)
Value$1.8M (+$82.2K)
Filed 2026-11-09
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares61,260 from 54,541
Change+6,719 (+12%)
Value$1.4M (+$202.6K)
Filed 2026-10-16
Lynch & Associates
DECREASED
Shares48,584 from 50,334
Change-1,750 (-3%)
Value$1.1M (+$11.1K)
Filed 2026-10-13
Nixon Peabody Trust Co
UNCHANGED
Shares48,516 from 48,516
Change0 (0%)
Value$1.1M (+$48.0K)
Filed 2026-10-23
Wedge Capital Management L L P
INCREASED
Shares45,215 from 43,216
Change+1,999 (+5%)
Value$1.0M (+$87.0K)
Filed 2026-10-13
Aviance Capital Partners, LLC
UNCHANGED
Shares38,173 from 38,173
Change0 (0%)
Value$844.4K (+$37.8K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares36,387 from 41,024
Change-4,637 (-11%)
Value$804.9K (-$62.0K)
Filed 2026-11-06
Flagship Wealth Advisors, LLC
NEW
Shares34,350
Change+34,350
Value$759.8K
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares32,581 from 46,580
Change-13,999 (-30%)
Value$720.7K (-$263.5K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares31,671 from 30,429
Change+1,242 (+4%)
Value$705.3K (+$47.4K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares26,451 from 26,409
Change+42 (+0%)
Value$585.1K (+$27.1K)
Filed 2026-11-06
Northeast Investment Management
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$553.0K (+$24.8K)
Filed 2026-10-30
Barclays PLC
DECREASED
Shares22,106 from 23,951
Change-1,845 (-8%)
Value$489.0K (-$17.1K)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares21,579 from 67,441
Change-45,862 (-68%)
Value$477.3K (-$947.7K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares21,061 from 21,332
Change-271 (-1%)
Value$465.9K (+$15.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares19,987 from 19,285
Change+702 (+4%)
Value$442.1K (+$34.6K)
Filed 2026-11-02
LOS Angeles Capital Management LLC
NEW
Shares17,170
Change+17,170
Value$379.8K
Filed 2026-11-10
Kestra Private Wealth Services, LLC
INCREASED
Shares16,796 from 16,766
Change+30 (+0%)
Value$371.5K (+$17.3K)
Filed 2026-11-06
Rockland Trust Co
UNCHANGED
Shares15,969 from 15,969
Change0 (0%)
Value$353.2K (+$15.8K)
Filed 2026-10-05
Summit Wealth Group, LLC
UNCHANGED
Shares15,340 from 15,340
Change0 (0%)
Value$339.3K (+$15.2K)
Filed 2026-11-09
Flywheel Private Wealth LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$331.8K (+$14.9K)
Filed 2026-11-02
Sterling Capital Management LLC
INCREASED
Shares13,979 from 820
Change+13,159 (+1605%)
Value$309.2K (+$291.9K)
Filed 2026-10-22
Jupiter Asset Management LTD
NEW
Shares13,717
Change+13,717
Value$303.4K
Filed 2026-11-10
Fifth Third Bancorp
INCREASED
Shares13,558 from 13,474
Change+84 (+1%)
Value$299.9K (+$15.2K)
Filed 2026-11-05
Acadian Asset Management LLC
NEW
Shares12,549
Change+12,549
Value$277
Filed 2026-11-09
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares12,493 from 12,493
Change0 (0%)
Value$277.6K (+$13.5K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares12,168 from 12,005
Change+163 (+1%)
Value$269.2K (+$15.5K)
Filed 2026-10-08
Simplex Trading, LLC
INCREASED
Shares11,394 from 1,751
Change+9,643 (+551%)
Value$252.0K (+$215.0K)
Filed 2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares10,837 from 12,624
Change-1,787 (-14%)
Value$239.7K (-$27.0K)
Filed 2026-11-09
Arizona State Retirement System
INCREASED
Shares10,703 from 10,593
Change+110 (+1%)
Value$236.8K (+$12.9K)
Filed 2026-11-03
Gray Private Wealth, LLC
UNCHANGED
Shares10,588 from 10,588
Change0 (0%)
Value$234.2K (+$10.5K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares10,365 from 10,365
Change0 (0%)
Value$229 (-$218.8K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$221.2K (+$9.9K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares6,161 from 6,155
Change+6 (+0%)
Value$136.3K (+$6.2K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares5,971 from 118
Change+5,853 (+4960%)
Value$126.2K (+$123.7K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares4,668 from 3,803
Change+865 (+23%)
Value$103.3K (+$22.9K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares2,586
Change+2,586
Value$57.2K
Filed 2026-10-28
State of Alaska, Department of Revenue
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$36 (+$2)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares1,415 from 1,348
Change+67 (+5%)
Value$31.3K (+$2.8K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$24.0K (+$1.1K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares514 from 424
Change+90 (+21%)
Value$11.4K (+$2.4K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares483 from 517
Change-34 (-7%)
Value$11 (-$11.0K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares464 from 444
Change+20 (+5%)
Value$10.3K (+$882)
Filed 2026-10-08
Eastern Bank
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$6.4K (+$286)
Filed 2026-10-05
SJS Investment Consulting Inc.
NEW
Shares209
Change+209
Value$4.6K
Filed 2026-10-26
Strs Ohio
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.4K (+$198)
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$4.1K (+$183)
Filed 2026-10-16
Parkside Financial Bank & Trust
NEW
Shares150
Change+150
Value$3.3K
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares144 from 143
Change+1 (+1%)
Value$3.2K (+$163)
Filed 2026-10-14
Rothschild Investment LLC
INCREASED
Shares131 from 109
Change+22 (+20%)
Value$2.9K (+$595)
Filed 2026-11-10
Root Financial Partners, LLC
NEW
Shares113
Change+113
Value$2.5K
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares93 from 50
Change+43 (+86%)
Value$2.1K (+$1.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$1.9K (+$84)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares65 from 15
Change+50 (+333%)
Value$1.4K (+$1.1K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$1.3K (+$57)
Filed 2026-11-06
American Capital Advisory, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.1K (+$49)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$377 (+$17)
Filed 2026-10-20
Global Retirement Partners, LLC
NEW
Shares16
Change+16
Value$354
Filed 2026-11-10
Assetmark, Inc
NEW
Shares14
Change+14
Value$310
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares6
Change+6
Value$138
Filed 2026-10-09
True Wealth Design, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$45 (+$2)
Filed 2026-10-13
Hughes Financial Services, LLC
NEW
Shares1
Change+1
Value$23
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 13,027
Change-13,027 (-100%)
Value$0 (-$275.3K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-23
Picton Mahoney Asset Management
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$2.4K)
Filed 2026-11-09
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$127)
Filed 2026-10-29
Clearstead Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$22)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 3,331,544
Change-3,331,544 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,670,835
Change-1,670,835 (-100%)
Value—
AltraVue Capital, LLC
N/A
Shares— from 1,655,108
Change-1,655,108 (-100%)
Value—
Pertento Partners LLP
N/A
Shares— from 1,475,770
Change-1,475,770 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,471,766
Change-1,471,766 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 571,954
Change-571,954 (-100%)
Value—
Tieton Capital Management, LLC
N/A
Shares— from 546,600
Change-546,600 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 501,172
Change-501,172 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 397,046
Change-397,046 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 366,090
Change-366,090 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 360,492
Change-360,492 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 346,155
Change-346,155 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 318,612
Change-318,612 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 289,814
Change-289,814 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 277,027
Change-277,027 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 261,866
Change-261,866 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 253,951
Change-253,951 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 229,194
Change-229,194 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 221,399
Change-221,399 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 181,399
Change-181,399 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 149,931
Change-149,931 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 142,346
Change-142,346 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 142,253
Change-142,253 (-100%)
Value—
UBS Group AG
N/A
Shares— from 140,405
Change-140,405 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 131,440
Change-131,440 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 130,219
Change-130,219 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 129,355
Change-129,355 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 127,236
Change-127,236 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 126,788
Change-126,788 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 123,112
Change-123,112 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 116,349
Change-116,349 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 111,356
Change-111,356 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 97,941
Change-97,941 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 81,447
Change-81,447 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 77,100
Change-77,100 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 66,530
Change-66,530 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 65,728
Change-65,728 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 62,478
Change-62,478 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 56,718
Change-56,718 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 52,690
Change-52,690 (-100%)
Value—
Stilwell Value LLCA
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 48,905
Change-48,905 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 47,691
Change-47,691 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 46,899
Change-46,899 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 46,312
Change-46,312 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 46,016
Change-46,016 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 44,967
Change-44,967 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 44,137
Change-44,137 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,471
Change-42,471 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 41,912
Change-41,912 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 40,751
Change-40,751 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 39,017
Change-39,017 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 38,359
Change-38,359 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 38,169
Change-38,169 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 35,981
Change-35,981 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,185
Change-35,185 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 34,272
Change-34,272 (-100%)
Value—
Raffles Associates LP
N/A
Shares— from 31,874
Change-31,874 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,914
Change-29,914 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 28,370
Change-28,370 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 25,529
Change-25,529 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 24,444
Change-24,444 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 24,072
Change-24,072 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 23,484
Change-23,484 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 20,227
Change-20,227 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
&partners
N/A
Shares— from 19,730
Change-19,730 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,283
Change-19,283 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 17,500
Change-17,500 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 16,992
Change-16,992 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 16,976
Change-16,976 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 15,558
Change-15,558 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 15,487
Change-15,487 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,407
Change-12,407 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,222
Change-11,222 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,580
Change-10,580 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,738
Change-2,738 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Quarry LP
N/A
Shares— from 23
Change-23 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED1,150,3281,153,217-2,8890%$24.4M$25.5M+$1.1M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,013,395753,320+260,075+35%$15.9M$22.4M+$6.5M2026-11-04
FMR LLC
INCREASED570,321497,305+73,016+15%$10.5M$12.6M+$2.1M2026-11-10
Nuveen, LLC
DECREASED474,290498,869-24,579-5%$10.5M$10.5M-$49.8K2026-11-10
LSV Asset Management
NEW369,693—+369,693——$8.2K—2026-11-06
Hennessy Advisors Inc
DECREASED172,000178,000-6,000-3%$3.8M$3.8M+$43.5K2026-10-28
Bank of New York Mellon Corp
DECREASED171,109171,541-4320%$3.6M$3.8M+$160.3K2026-11-05
International Assets Investment Management, LLC
INCREASED133,207131,013+2,194+2%$2.8M$3.0M+$134.0K2026-11-02
Principal Financial Group Inc
INCREASED104,45159,231+45,220+76%$1.3M$2.3M+$1.1M2026-11-02
Creative Planning
INCREASED90,91967,320+23,599+35%$1.4M$2.0M+$588.7K2026-11-02
Oppenheimer & Close, LLC
UNCHANGED82,99982,99900%$1.8M$1.8M+$82.2K2026-11-09
Y-Intercept (Hong Kong) Ltd
INCREASED61,26054,541+6,719+12%$1.2M$1.4M+$202.6K2026-10-16
Lynch & Associates
DECREASED48,58450,334-1,750-3%$1.1M$1.1M+$11.1K2026-10-13
Nixon Peabody Trust Co
UNCHANGED48,51648,51600%$1.0M$1.1M+$48.0K2026-10-23
Wedge Capital Management L L P
INCREASED45,21543,216+1,999+5%$913.2K$1.0M+$87.0K2026-10-13
Aviance Capital Partners, LLC
UNCHANGED38,17338,17300%$806.6K$844.4K+$37.8K2026-10-29
Deutsche Bank Ag\
DECREASED36,38741,024-4,637-11%$866.8K$804.9K-$62.0K2026-11-06
Flagship Wealth Advisors, LLC
NEW34,350—+34,350——$759.8K—2026-11-03
Citigroup Inc
DECREASED32,58146,580-13,999-30%$984.2K$720.7K-$263.5K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED31,67130,429+1,242+4%$657.9K$705.3K+$47.4K2026-11-04
LPL Financial LLC
INCREASED26,45126,409+42+0%$558.0K$585.1K+$27.1K2026-11-06
Northeast Investment Management
UNCHANGED25,00025,00000%$528.3K$553.0K+$24.8K2026-10-30
Barclays PLC
DECREASED22,10623,951-1,845-8%$506.1K$489.0K-$17.1K2026-11-06
MacKenzie Financial Corp
DECREASED21,57967,441-45,862-68%$1.4M$477.3K-$947.7K2026-11-02
Russell Investments Group, Ltd.
DECREASED21,06121,332-271-1%$450.7K$465.9K+$15.1K2026-11-06
Commonwealth Equity Services, LLC
INCREASED19,98719,285+702+4%$407.5K$442.1K+$34.6K2026-11-02
LOS Angeles Capital Management LLC
NEW17,170—+17,170——$379.8K—2026-11-10
Kestra Private Wealth Services, LLC
INCREASED16,79616,766+30+0%$354.3K$371.5K+$17.3K2026-11-06
Rockland Trust Co
UNCHANGED15,96915,96900%$337.4K$353.2K+$15.8K2026-10-05
Summit Wealth Group, LLC
UNCHANGED15,34015,34000%$324.1K$339.3K+$15.2K2026-11-09
Flywheel Private Wealth LLC
UNCHANGED15,00015,00000%$317.0K$331.8K+$14.9K2026-11-02
Sterling Capital Management LLC
INCREASED13,979820+13,159+1605%$17.3K$309.2K+$291.9K2026-10-22
Jupiter Asset Management LTD
NEW13,717—+13,717——$303.4K—2026-11-10
Fifth Third Bancorp
INCREASED13,55813,474+84+1%$284.7K$299.9K+$15.2K2026-11-05
Acadian Asset Management LLC
NEW12,549—+12,549——$277—2026-11-09
AFG Fiduciary Services Limited Partnership
UNCHANGED12,49312,49300%$264.1K$277.6K+$13.5K2026-10-21
Farther Finance Advisors, LLC
INCREASED12,16812,005+163+1%$253.7K$269.2K+$15.5K2026-10-08
Simplex Trading, LLC
INCREASED11,3941,751+9,643+551%$37.0K$252.0K+$215.0K2026-11-04
Police & Firemen's Retirement System of New Jersey
DECREASED10,83712,624-1,787-14%$266.7K$239.7K-$27.0K2026-11-09
Arizona State Retirement System
INCREASED10,70310,593+110+1%$223.8K$236.8K+$12.9K2026-11-03
Gray Private Wealth, LLC
UNCHANGED10,58810,58800%$223.7K$234.2K+$10.5K2026-10-28
Cambridge Investment Research Advisors, Inc.
UNCHANGED10,36510,36500%$219.0K$229-$218.8K2026-11-02
Barrett & Company, Inc.
UNCHANGED10,00010,00000%$211.3K$221.2K+$9.9K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED6,1616,155+6+0%$130.1K$136.3K+$6.2K2026-10-16
Allworth Financial LP
INCREASED5,971118+5,853+4960%$2.5K$126.2K+$123.7K2026-11-06
Larson Financial Group LLC
INCREASED4,6683,803+865+23%$80.4K$103.3K+$22.9K2026-11-05
Cullen T Bankers, Inc.
NEW2,586—+2,586——$57.2K—2026-10-28
State of Alaska, Department of Revenue
UNCHANGED1,6301,63000%$34$36+$22026-10-15
EverSource Wealth Advisors, LLC
INCREASED1,4151,348+67+5%$28.5K$31.3K+$2.8K2026-11-04
Nisa Investment Advisors, LLC
UNCHANGED1,0841,08400%$22.9K$24.0K+$1.1K2026-10-20
Signaturefd, LLC
INCREASED514424+90+21%$9.0K$11.4K+$2.4K2026-10-23
Covestor Ltd
DECREASED483517-34-7%$11.0K$11-$11.0K2026-10-30
Gamma Investing LLC
INCREASED464444+20+5%$9.4K$10.3K+$8822026-10-08
Eastern Bank
UNCHANGED28828800%$6.1K$6.4K+$2862026-10-05
SJS Investment Consulting Inc.
NEW209—+209——$4.6K—2026-10-26
Strs Ohio
UNCHANGED20020000%$4.2K$4.4K+$1982026-10-30
IFP Advisors, Inc
UNCHANGED18518500%$3.9K$4.1K+$1832026-10-16
Parkside Financial Bank & Trust
NEW150—+150——$3.3K—2026-10-27
Essential Partners LLC
INCREASED144143+1+1%$3.0K$3.2K+$1632026-10-14
Rothschild Investment LLC
INCREASED131109+22+20%$2.3K$2.9K+$5952026-11-10
Root Financial Partners, LLC
NEW113—+113——$2.5K—2026-10-21
US Bancorp \de\
INCREASED9350+43+86%$1.1K$2.1K+$1.0K2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED858500%$1.8K$1.9K+$842026-11-05
Parallel Advisors, LLC
INCREASED6515+50+333%$317$1.4K+$1.1K2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED575700%$1.2K$1.3K+$572026-11-06
American Capital Advisory, LLC
UNCHANGED505000%$1.1K$1.1K+$492026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED171700%$360$377+$172026-10-20
Global Retirement Partners, LLC
NEW16—+16——$354—2026-11-10
Assetmark, Inc
NEW14—+14——$310—2026-10-21
GK Wealth Management LLC
NEW6—+6——$138—2026-10-09
True Wealth Design, LLC
UNCHANGED2200%$43$45+$22026-10-13
Hughes Financial Services, LLC
NEW1—+1——$23—2026-10-30
Imc-Chicago, LLC
CLOSED013,027-13,027-100%$275.3K$0-$275.3K2026-11-05
Stone House Investment Management, LLC
CLOSED0818-818-100%$17.3K$0-$17.3K2026-10-23
Picton Mahoney Asset Management
CLOSED0114-114-100%$2.4K$0-$2.4K2026-11-09
Caitong International Asset Management Co., Ltd
CLOSED06-6-100%$127$0-$1272026-10-29
Clearstead Advisors, LLC
CLOSED01-1-100%$22$0-$222026-11-06
BlackRock, Inc.
N/A—3,331,544-3,331,544-100%$70.4M———
Vanguard Capital Management LLC
N/A—1,670,835-1,670,835-100%$35.3M———
AltraVue Capital, LLC
N/A—1,655,108-1,655,108-100%$35.0M———
Pertento Partners LLP
N/A—1,475,770-1,475,770-100%$31.2M———
State Street Corp
N/A—1,471,766-1,471,766-100%$31.1M———
Goldman Sachs Group Inc
N/A—571,954-571,954-100%$12.1M———
Tieton Capital Management, LLC
N/A—546,600-546,600-100%$11.6M———
Hotchkis & Wiley Capital Management LLC
N/A—501,172-501,172-100%$10.6M———
Vanguard Portfolio Management LLC
N/A—397,046-397,046-100%$8.4M———
Legato Capital Management LLC
N/A—366,090-366,090-100%$7.7M———
Northern Trust Corp
N/A—360,492-360,492-100%$7.6M———
New York State Common Retirement Fund
N/A—346,155-346,155-100%$7.3M———
Charles Schwab Investment Management Inc
N/A—318,612-318,612-100%$6.7M———
Citadel Advisors LLC
N/A—289,814-289,814-100%$6.1M———
Two Sigma Investments, LP
N/A—277,027-277,027-100%$5.9M———
American Century Companies Inc
N/A—261,866-261,866-100%$5.5M———
Vanguard Fiduciary Trust Co
N/A—253,951-253,951-100%$5.4M———
Morgan Stanley
N/A—229,194-229,194-100%$4.8M———
Bridgeway Capital Management, LLC
N/A—221,399-221,399-100%$4.7M———
Empowered Funds, LLC
N/A—181,399-181,399-100%$3.8M———
D. E. Shaw & Co., Inc.
N/A—149,931-149,931-100%$3.2M———
SEI Investments Co
N/A—142,346-142,346-100%$3.0M———
First Trust Advisors LP
N/A—142,253-142,253-100%$3.0M———
UBS Group AG
N/A—140,405-140,405-100%$3.0M———
Renaissance Technologies LLC
N/A—131,440-131,440-100%$2.8M———
Alliancebernstein L.P.
N/A—130,219-130,219-100%$2.7M———
Panagora Asset Management Inc
N/A—129,355-129,355-100%$2.7M———
Qube Research & Technologies Ltd
N/A—127,236-127,236-100%$2.7M———
Financial Engines Advisors L.L.C.
N/A—126,788-126,788-100%$2.7M———
Marshall Wace, LLP
N/A—123,112-123,112-100%$2.6M———
AQR Capital Management LLC
N/A—116,349-116,349-100%$2.5M———
Mangrove Partners IM, LLC
N/A—111,356-111,356-100%$2.4M———
Invesco Ltd.
N/A—97,941-97,941-100%$2.1M———
Millennium Management LLC
N/A—81,447-81,447-100%$1.7M———
Swiss National Bank
N/A—77,100-77,100-100%$1.6M———
Credit Agricole S A
N/A—70,000-70,000-100%$1.5M———
Round Rock Advisors LLC
N/A—66,530-66,530-100%$1.4M———
Focus Partners Wealth
N/A—65,728-65,728-100%$1.4M———
BNP Paribas Financial Markets
N/A—62,478-62,478-100%$1.3M———
Legal & General Group Plc
N/A—56,718-56,718-100%$1.2M———
Rhumbline Advisers
N/A—52,690-52,690-100%$1.1M———
Stilwell Value LLCA
N/A—50,000-50,000-100%$1.1M———
Bank of America Corp
N/A—48,905-48,905-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—47,691-47,691-100%$1.0M———
Ameriprise Financial Inc
N/A—46,899-46,899-100%$991.0K———
Trexquant Investment LP
N/A—46,312-46,312-100%$978.6K———
Price T Rowe Associates Inc
N/A—46,016-46,016-100%$973.0K———
Federated Hermes, Inc.
N/A—44,967-44,967-100%$950.2K———
Quantinno Capital Management LP
N/A—44,137-44,137-100%$932.6K———
Mariner, LLC
N/A—42,471-42,471-100%$897.4K———
XTX Topco Ltd
N/A—41,912-41,912-100%$885.6K———
EJF Capital LP
N/A—40,751-40,751-100%$861.1K———
California State Teachers Retirement System
N/A—39,017-39,017-100%$824.4K———
UBS Asset Management Americas LLC
N/A—38,359-38,359-100%$810.5K———
State of Wisconsin Investment Board
N/A—38,169-38,169-100%$806.5K———
Arrowstreet Capital, Limited Partnership
N/A—35,981-35,981-100%$760.3K———
Wells Fargo & Company
N/A—35,185-35,185-100%$743.5K———
Bleakley Financial Group, LLC
N/A—34,272-34,272-100%$724.2K———
Raffles Associates LP
N/A—31,874-31,874-100%$673.5K———
Raymond James Financial Inc
N/A—29,914-29,914-100%$632.1K———
Franklin Resources Inc
N/A—28,370-28,370-100%$599.5K———
Rafferty Asset Management, LLC
N/A—25,529-25,529-100%$539.4K———
Vanguard Global Advisers, LLC
N/A—24,444-24,444-100%$516.5K———
MetLife Investment Management, LLC
N/A—24,072-24,072-100%$508.6K———
Vanguard Asset Management, Ltd
N/A—23,484-23,484-100%$496.2K———
Mirabella Financial Services LLP
N/A—20,227-20,227-100%$427.4K———
Investment Advisory Group, LLC
N/A—20,000-20,000-100%$422.6K———
&partners
N/A—19,730-19,730-100%$416.9K———
JPMorgan Chase & Co
N/A—19,283-19,283-100%$408.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—18,740-18,740-100%$396.0K———
Harbor Advisors LLC
N/A—17,500-17,500-100%$369.8K———
Mercer Global Advisors Inc
N/A—16,992-16,992-100%$359.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—16,976-16,976-100%$358.7K———
Cerity Partners LLC
N/A—15,558-15,558-100%$328.7K———
ExodusPoint Capital Management, LP
N/A—15,487-15,487-100%$327.2K———
Jupiter Topco LLC
N/A—14,800-14,800-100%$312.8K———
SG Americas Securities, LLC
N/A—13,672-13,672-100%$289.0K———
Royal Bank of Canada
N/A—12,407-12,407-100%$262.0K———
Manufacturers Life Insurance Company, the
N/A—11,222-11,222-100%$237.1K———
Great OAK Capital Partners, LLC
N/A—10,636-10,636-100%$223.6K———
Sequoia Financial Advisors, LLC
N/A—10,580-10,580-100%$223.6K———
Pallas Capital Advisors LLC
N/A—9,973-9,973-100%$210.7K———
Susquehanna Portfolio Strategies, LLC
N/A—9,797-9,797-100%$207.0K———
Vanguard Investments Australia, Ltd.
N/A—8,947-8,947-100%$189.1K———
KLP Kapitalforvaltning AS
N/A—8,300-8,300-100%$175.4K———
SHP Wealth Management
N/A—3,459-3,459-100%$73.1K———
Ameritas Investment Partners, Inc.
N/A—3,422-3,422-100%$72.3K———
Tower Research Capital LLC (TRC)
N/A—2,738-2,738-100%$57.9K———
Aquatic Capital Management LLC
N/A—1,529-1,529-100%$32.3K———
Rockefeller Capital Management L.P.
N/A—1,527-1,527-100%$32.3K———
Osaic Holdings, Inc.
N/A—1,303-1,303-100%$27.5K———
Arax Advisory Partners
N/A—1,272-1,272-100%$26.9K———
Optiver Holding B.V.
N/A—168-168-100%$3.6K———
Minot DeBlois Advisors LLC
N/A—85-85-100%$1.8K———
Smartleaf Asset Management LLC
N/A—56-56-100%$1.2K———
Quarry LP
N/A—23-23-100%$486———
Showing 173 of 173 institutions