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New Oriental Educatio (N1UA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ninety One UK Ltd
NEW
Shares1,669,279
Change+1,669,279
Value$92.6M
Filed 2026-10-15
Ninety One North America, Inc.
NEW
Shares391,790
Change+391,790
Value$21.7M
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares365,099 from 22,551
Change+342,548 (+1519%)
Value$20.3M (+$19.2M)
Filed 2026-11-04
Shah Capital Management
DECREASED
Shares291,504 from 294,866
Change-3,362 (-1%)
Value$16.2M (+$2.6M)
Filed 2026-10-09
Principal Financial Group Inc
DECREASED
Shares179,512 from 189,300
Change-9,788 (-5%)
Value$10.0M (+$1.3M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares84,652 from 350,003
Change-265,351 (-76%)
Value$4.7M (-$11.4M)
Filed 2026-11-02
AIA Group Ltd
DECREASED
Shares61,508 from 82,643
Change-21,135 (-26%)
Value$3.4M (-$381.1K)
Filed 2026-10-30
DekaBank Deutsche Girozentrale
INCREASED
Shares47,865 from 8,000
Change+39,865 (+498%)
Value$2.6K (+$2.2K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares38,480 from 35,854
Change+2,626 (+7%)
Value$2.1M (+$489.2K)
Filed 2026-11-05
Swedbank AB
UNCHANGED
Shares35,651 from 35,651
Change0 (0%)
Value$2.0M (+$341.5K)
Filed 2026-10-27
Factory Mutual Insurance Co
UNCHANGED
Shares32,719 from 32,719
Change0 (0%)
Value$1.8M (+$313.4K)
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
DECREASED
Shares27,181 from 27,702
Change-521 (-2%)
Value$1.5M (+$236.5K)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares22,407 from 15,869
Change+6,538 (+41%)
Value$1.2M (+$514.8K)
Filed 2026-10-30
Profund Advisors LLC
DECREASED
Shares20,259 from 20,497
Change-238 (-1%)
Value$1.1M (+$183.2K)
Filed 2026-10-29
Summit Global Investments
NEW
Shares14,746
Change+14,746
Value$818
Filed 2026-10-28
Crossmark Global Holdings, Inc.
DECREASED
Shares13,715 from 13,947
Change-232 (-2%)
Value$761.0K (+$120.7K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares10,292 from 6,120
Change+4,172 (+68%)
Value$571.1K (+$290.1K)
Filed 2026-10-29
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$554.9K (+$95.8K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares9,189 from 8,930
Change+259 (+3%)
Value$510.3K (+$84.8K)
Filed 2026-10-16
ABN Amro Investment Solutions
INCREASED
Shares8,764 from 6,100
Change+2,664 (+44%)
Value$486.3K (+$206.3K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,845 from 8,524
Change-679 (-8%)
Value$435.3K (+$44.0K)
Filed 2026-11-05
Quadrant Capital Group LLC
DECREASED
Shares6,495 from 6,530
Change-35 (-1%)
Value$380.7K (+$80.9K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
DECREASED
Shares6,152 from 10,811
Change-4,659 (-43%)
Value$341.4K (-$155.0K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares5,608 from 5,097
Change+511 (+10%)
Value$311.2K (+$77.2K)
Filed 2026-10-21
Compound Planning, Inc.
NEW
Shares5,158
Change+5,158
Value$286.2K
Filed 2026-11-05
Creative Planning
NEW
Shares4,166
Change+4,166
Value$231.2K
Filed 2026-11-02
Ethic Inc.
NEW
Shares4,154
Change+4,154
Value$230.5K
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares3,749 from 1,290
Change+2,459 (+191%)
Value$208.0K (+$148.8K)
Filed 2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares3,291 from 1,424
Change+1,867 (+131%)
Value$183 (-$64.8K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares2,893 from 2,851
Change+42 (+1%)
Value$160.5K (+$29.6K)
Filed 2026-11-03
Leonteq Securities AG
INCREASED
Shares2,545 from 2,473
Change+72 (+3%)
Value$141.2K (+$27.7K)
Filed 2026-10-29
KBC Group NV
DECREASED
Shares2,312 from 2,689
Change-377 (-14%)
Value$128 (-$122.9K)
Filed 2026-10-22
Signaturefd, LLC
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$122.9K (+$21.2K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,944 from 3,676
Change-1,732 (-47%)
Value$107.9K (-$60.9K)
Filed 2026-10-29
Bayforest Capital Ltd
NEW
Shares1,776
Change+1,776
Value$98.6K
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares1,403 from 1,375
Change+28 (+2%)
Value$77.9K (+$14.7K)
Filed 2026-10-28
Pictet Asset Management Holding SA
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$67.9K (+$11.7K)
Filed 2026-11-03
SBI Securities Co., Ltd.
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$36.8K (+$6.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares636 from 533
Change+103 (+19%)
Value$35.3K (+$10.8K)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares437 from 3,598
Change-3,161 (-88%)
Value$24.2K (-$140.9K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares353 from 326
Change+27 (+8%)
Value$19.6K (+$4.6K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$14.4K (+$2.5K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$11.7K (+$2.0K)
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11 (+$2)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$7.8K (+$1.4K)
Filed 2026-10-07
Financial Consulate, Inc
INCREASED
Shares137 from 109
Change+28 (+26%)
Value$7.6K (+$2.6K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares98 from 61
Change+37 (+61%)
Value$5.4K (+$2.6K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares93 from 114
Change-21 (-18%)
Value$5.2K (-$73)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares79 from 58
Change+21 (+36%)
Value$4.4K (+$1.7K)
Filed 2026-10-13
Strs Ohio
DECREASED
Shares79 from 87
Change-8 (-9%)
Value$4.4K (+$390)
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.7K (+$460)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.2K (+$384)
Filed 2026-10-16
Clean Yield Group
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.0K (+$345)
Filed 2026-10-28
Nisa Investment Advisors, LLC
DECREASED
Shares32 from 36
Change-4 (-11%)
Value$1.8K (+$123)
Filed 2026-10-20
Blue Trust, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.6K (+$277)
Filed 2026-10-15
Versant Capital Management, Inc
NEW
Shares28
Change+28
Value$1.6K
Filed 2026-10-02
North Star Investment Management Corp.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (+$249)
Filed 2026-10-27
Golden State Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$888 (+$153)
Filed 2026-11-02
Key FInancial Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$888 (+$153)
Filed 2026-11-02
Ascentis Wealth Management, LLC
NEW
Shares12
Change+12
Value$665
Filed 2026-11-03
Proathlete Wealth Management LLC
NEW
Shares11
Change+11
Value$610
Filed 2026-10-15
IFP Advisors, Inc
NEW
Shares1
Change+1
Value$55
Filed 2026-10-16
Compagnie Lombard Odier SCmA
NEW
Shares0
Change0
Value$0
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 10,046
Change-10,046 (-100%)
Value$0 (-$461.2K)
Filed 2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$459.1K)
Filed 2026-11-04
First Beijing Investment Ltd
N/A
Shares— from 8,733,979
Change-8,733,979 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,817,200
Change-4,817,200 (-100%)
Value—
Aspex Management (HK) Ltd
N/A
Shares— from 4,523,574
Change-4,523,574 (-100%)
Value—
Discerene Group LP
N/A
Shares— from 3,077,987
Change-3,077,987 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,857,164
Change-2,857,164 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 2,162,403
Change-2,162,403 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,727,986
Change-1,727,986 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,702,544
Change-1,702,544 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,477,776
Change-1,477,776 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,447,999
Change-1,447,999 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,433,721
Change-1,433,721 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,109,993
Change-1,109,993 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,085,798
Change-1,085,798 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,027,386
Change-1,027,386 (-100%)
Value—
FMR LLC
N/A
Shares— from 952,436
Change-952,436 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 786,424
Change-786,424 (-100%)
Value—
Serenity Capital Management Pte. Ltd.
N/A
Shares— from 767,324
Change-767,324 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 694,983
Change-694,983 (-100%)
Value—
Man Group plc
N/A
Shares— from 609,300
Change-609,300 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 590,619
Change-590,619 (-100%)
Value—
Amundi
N/A
Shares— from 510,778
Change-510,778 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 456,177
Change-456,177 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 439,500
Change-439,500 (-100%)
Value—
Southeastern Asset Management Inc
N/A
Shares— from 411,598
Change-411,598 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 368,392
Change-368,392 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 300,267
Change-300,267 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 248,637
Change-248,637 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 242,500
Change-242,500 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 208,026
Change-208,026 (-100%)
Value—
FIL Ltd
N/A
Shares— from 203,042
Change-203,042 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 177,232
Change-177,232 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 162,654
Change-162,654 (-100%)
Value—
Capital World Investors
N/A
Shares— from 144,529
Change-144,529 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 129,654
Change-129,654 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 125,405
Change-125,405 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 106,617
Change-106,617 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 102,700
Change-102,700 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 101,588
Change-101,588 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 95,018
Change-95,018 (-100%)
Value—
Boston Partners
N/A
Shares— from 91,420
Change-91,420 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 70,826
Change-70,826 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 54,788
Change-54,788 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 53,732
Change-53,732 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 48,500
Change-48,500 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 43,285
Change-43,285 (-100%)
Value—
Barclays PLC
N/A
Shares— from 40,553
Change-40,553 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,494
Change-40,494 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 38,377
Change-38,377 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 31,726
Change-31,726 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 28,478
Change-28,478 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 26,035
Change-26,035 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 25,998
Change-25,998 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,466
Change-22,466 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,974
Change-21,974 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 21,707
Change-21,707 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 20,594
Change-20,594 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 20,579
Change-20,579 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 19,245
Change-19,245 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 18,277
Change-18,277 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 16,667
Change-16,667 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 14,870
Change-14,870 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 13,620
Change-13,620 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,630
Change-11,630 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,049
Change-11,049 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 9,575
Change-9,575 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,296
Change-9,296 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,931
Change-6,931 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Yiheng Capital Management, L.P.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 319
Change-319 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 246
Change-246 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 158
Change-158 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 76
Change-76 (-100%)
Value—
EFG International AG
N/A
Shares— from 50
Change-50 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 47
Change-47 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 12
Change-12 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Ninety One UK Ltd
NEW1,669,279—+1,669,279——$92.6M—2026-10-15
Ninety One North America, Inc.
NEW391,790—+391,790——$21.7M—2026-10-15
Citigroup Inc
INCREASED365,09922,551+342,548+1519%$1.0M$20.3M+$19.2M2026-11-04
Shah Capital Management
DECREASED291,504294,866-3,362-1%$13.5M$16.2M+$2.6M2026-10-09
Principal Financial Group Inc
DECREASED179,512189,300-9,788-5%$8.7M$10.0M+$1.3M2026-11-02
MacKenzie Financial Corp
DECREASED84,652350,003-265,351-76%$16.1M$4.7M-$11.4M2026-11-02
AIA Group Ltd
DECREASED61,50882,643-21,135-26%$3.8M$3.4M-$381.1K2026-10-30
DekaBank Deutsche Girozentrale
INCREASED47,8658,000+39,865+498%$436$2.6K+$2.2K2026-10-27
US Bancorp \de\
INCREASED38,48035,854+2,626+7%$1.6M$2.1M+$489.2K2026-11-05
Swedbank AB
UNCHANGED35,65135,65100%$1.6M$2.0M+$341.5K2026-10-27
Factory Mutual Insurance Co
UNCHANGED32,71932,71900%$1.5M$1.8M+$313.4K2026-10-30
Robeco Institutional Asset Management B.V.
DECREASED27,18127,702-521-2%$1.3M$1.5M+$236.5K2026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED22,40715,869+6,538+41%$728.5K$1.2M+$514.8K2026-10-30
Profund Advisors LLC
DECREASED20,25920,497-238-1%$941.0K$1.1M+$183.2K2026-10-29
Summit Global Investments
NEW14,746—+14,746——$818—2026-10-28
Crossmark Global Holdings, Inc.
DECREASED13,71513,947-232-2%$640.3K$761.0K+$120.7K2026-10-21
Vise Technologies, Inc.
INCREASED10,2926,120+4,172+68%$281.0K$571.1K+$290.1K2026-10-29
Prescott Group Capital Management, L.L.C.
UNCHANGED10,00010,00000%$459.1K$554.9K+$95.8K2026-10-30
TD Waterhouse Canada Inc.
INCREASED9,1898,930+259+3%$425.4K$510.3K+$84.8K2026-10-16
ABN Amro Investment Solutions
INCREASED8,7646,100+2,664+44%$280.1K$486.3K+$206.3K2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED7,8458,524-679-8%$391.4K$435.3K+$44.0K2026-11-05
Quadrant Capital Group LLC
DECREASED6,4956,530-35-1%$299.8K$380.7K+$80.9K2026-10-20
Collaborative Fund Advisors, LLC
DECREASED6,15210,811-4,659-43%$496.3K$341.4K-$155.0K2026-11-02
Assetmark, Inc
INCREASED5,6085,097+511+10%$234.0K$311.2K+$77.2K2026-10-21
Compound Planning, Inc.
NEW5,158—+5,158——$286.2K—2026-11-05
Creative Planning
NEW4,166—+4,166——$231.2K—2026-11-02
Ethic Inc.
NEW4,154—+4,154——$230.5K—2026-11-03
First Command Advisory Services, Inc.
INCREASED3,7491,290+2,459+191%$59.2K$208.0K+$148.8K2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
INCREASED3,2911,424+1,867+131%$65.0K$183-$64.8K2026-10-22
Parallel Advisors, LLC
INCREASED2,8932,851+42+1%$130.9K$160.5K+$29.6K2026-11-03
Leonteq Securities AG
INCREASED2,5452,473+72+3%$113.5K$141.2K+$27.7K2026-10-29
KBC Group NV
DECREASED2,3122,689-377-14%$123.0K$128-$122.9K2026-10-22
Signaturefd, LLC
UNCHANGED2,2142,21400%$101.6K$122.9K+$21.2K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED1,9443,676-1,732-47%$168.8K$107.9K-$60.9K2026-10-29
Bayforest Capital Ltd
NEW1,776—+1,776——$98.6K—2026-11-03
TD Private Client Wealth LLC
INCREASED1,4031,375+28+2%$63.1K$77.9K+$14.7K2026-10-28
Pictet Asset Management Holding SA
UNCHANGED1,2231,22300%$56.1K$67.9K+$11.7K2026-11-03
SBI Securities Co., Ltd.
UNCHANGED66466400%$30.5K$36.8K+$6.4K2026-10-22
Farther Finance Advisors, LLC
INCREASED636533+103+19%$24.5K$35.3K+$10.8K2026-10-08
Mirae Asset Global Investments Co., Ltd.
DECREASED4373,598-3,161-88%$165.2K$24.2K-$140.9K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED353326+27+8%$15.0K$19.6K+$4.6K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED25925900%$11.9K$14.4K+$2.5K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED21121100%$9.7K$11.7K+$2.0K2026-10-21
Tsfg, LLC
UNCHANGED20020000%$9$11+$22026-10-23
Elevation Wealth Partners, LLC
UNCHANGED14114100%$6.5K$7.8K+$1.4K2026-10-07
Financial Consulate, Inc
INCREASED137109+28+26%$5.0K$7.6K+$2.6K2026-10-23
Larson Financial Group LLC
INCREASED9861+37+61%$2.8K$5.4K+$2.6K2026-11-05
Private Trust Co NA
DECREASED93114-21-18%$5.2K$5.2K-$732026-10-20
True Wealth Design, LLC
INCREASED7958+21+36%$2.7K$4.4K+$1.7K2026-10-13
Strs Ohio
DECREASED7987-8-9%$4.0K$4.4K+$3902026-10-30
Bell Investment Advisors, Inc
UNCHANGED484800%$2.2K$2.7K+$4602026-10-29
James T. Borello RIA
UNCHANGED404000%$1.8K$2.2K+$3842026-10-16
Clean Yield Group
UNCHANGED363600%$1.7K$2.0K+$3452026-10-28
Nisa Investment Advisors, LLC
DECREASED3236-4-11%$1.7K$1.8K+$1232026-10-20
Blue Trust, Inc.
UNCHANGED292900%$1.3K$1.6K+$2772026-10-15
Versant Capital Management, Inc
NEW28—+28——$1.6K—2026-10-02
North Star Investment Management Corp.
UNCHANGED262600%$1.2K$1.4K+$2492026-10-27
Golden State Wealth Management, LLC
UNCHANGED161600%$735$888+$1532026-11-02
Key FInancial Inc
UNCHANGED161600%$735$888+$1532026-11-02
Ascentis Wealth Management, LLC
NEW12—+12——$665—2026-11-03
Proathlete Wealth Management LLC
NEW11—+11——$610—2026-10-15
IFP Advisors, Inc
NEW1—+1——$55—2026-10-16
Compagnie Lombard Odier SCmA
NEW0—0——$0—2026-11-04
Simplex Trading, LLC
CLOSED010,046-10,046-100%$461.2K$0-$461.2K2026-11-04
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED010,000-10,000-100%$459.1K$0-$459.1K2026-11-04
First Beijing Investment Ltd
N/A—8,733,979-8,733,979-100%$401.0M———
Invesco Ltd.
N/A—4,817,200-4,817,200-100%$221.2M———
Aspex Management (HK) Ltd
N/A—4,523,574-4,523,574-100%$207.7M———
Discerene Group LP
N/A—3,077,987-3,077,987-100%$141.3M———
Renaissance Technologies LLC
N/A—2,857,164-2,857,164-100%$131.2M———
Orbis Allan Gray Ltd
N/A—2,162,403-2,162,403-100%$99.3M———
Alkeon Capital Management LLC
N/A—1,727,986-1,727,986-100%$79.3M———
UBS Group AG
N/A—1,702,544-1,702,544-100%$78.2M———
UBS Asset Management Americas LLC
N/A—1,477,776-1,477,776-100%$67.8M———
Federated Hermes, Inc.
N/A—1,447,999-1,447,999-100%$66.5M———
Morgan Stanley
N/A—1,433,721-1,433,721-100%$65.8M———
Schroder Investment Management Group
N/A—1,109,993-1,109,993-100%$51.3M———
Alliancebernstein L.P.
N/A—1,085,798-1,085,798-100%$61.5M———
BlackRock, Inc.
N/A—1,027,386-1,027,386-100%$47.2M———
FMR LLC
N/A—952,436-952,436-100%$43.7M———
Citadel Advisors LLC
N/A—786,424-786,424-100%$36.1M———
Serenity Capital Management Pte. Ltd.
N/A—767,324-767,324-100%$35.2M———
Point72 Asset Management, L.P.
N/A—694,983-694,983-100%$31.9M———
Man Group plc
N/A—609,300-609,300-100%$28.0M———
Goldman Sachs Group Inc
N/A—590,619-590,619-100%$27.1M———
Amundi
N/A—510,778-510,778-100%$23.4M———
Lazard Asset Management LLC
N/A—456,177-456,177-100%$20.9M———
Monolith Management Ltd
N/A—439,500-439,500-100%$20.2M———
Southeastern Asset Management Inc
N/A—411,598-411,598-100%$18.9M———
Carmignac Gestion
N/A—368,392-368,392-100%$16.9M———
Bank of America Corp
N/A—300,267-300,267-100%$13.8M———
Qube Research & Technologies Ltd
N/A—248,637-248,637-100%$11.4M———
Arrowstreet Capital, Limited Partnership
N/A—242,500-242,500-100%$11.1M———
Marshall Wace, LLP
N/A—208,026-208,026-100%$9.6M———
FIL Ltd
N/A—203,042-203,042-100%$9.3M———
BNP Paribas Financial Markets
N/A—177,232-177,232-100%$8.1M———
Oasis Management Co Ltd.A
N/A—162,654-162,654-100%$7.5M———
Capital World Investors
N/A—144,529-144,529-100%$6.6M———
Acadian Asset Management LLC
N/A—129,654-129,654-100%$5.9M———
Harvest Fund Management Co., Ltd
N/A—125,405-125,405-100%$5.8M———
Northern Trust Corp
N/A—106,617-106,617-100%$4.9M———
Tairen Capital Ltd
N/A—102,700-102,700-100%$4.7M———
BNP Paribas Asset Management Holding S.A.
N/A—101,588-101,588-100%$4.7M———
Legal & General Group Plc
N/A—95,018-95,018-100%$4.4M———
Boston Partners
N/A—91,420-91,420-100%$4.2M———
Manufacturers Life Insurance Company, the
N/A—73,000-73,000-100%$3.4M———
Polymer Capital Management (HK) LTD
N/A—70,826-70,826-100%$3.3M———
Millennium Management LLC
N/A—68,550-68,550-100%$3.1M———
Quantinno Capital Management LP
N/A—54,788-54,788-100%$2.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—53,732-53,732-100%$2.5M———
Nomura Asset Management International Inc.
N/A—50,000-50,000-100%$2.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—48,500-48,500-100%$2.2M———
Schonfeld Strategic Advisors LLC
N/A—43,285-43,285-100%$2.0M———
Barclays PLC
N/A—40,553-40,553-100%$1.9M———
Two Sigma Investments, LP
N/A—40,494-40,494-100%$1.9M———
HSBC Holdings PLC
N/A—38,377-38,377-100%$1.8M———
Franklin Resources Inc
N/A—31,726-31,726-100%$1.5M———
Edmond de Rothschild Holding S.A.
N/A—31,000-31,000-100%$1.4M———
Storebrand Asset Management AS
N/A—28,478-28,478-100%$1.3M———
Envestnet Asset Management Inc
N/A—26,035-26,035-100%$1.2M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—25,998-25,998-100%$1.2M———
JPMorgan Chase & Co
N/A—22,466-22,466-100%$1.0M———
Tower Research Capital LLC (TRC)
N/A—21,974-21,974-100%$1.0M———
Jain Global LLC
N/A—21,707-21,707-100%$996.6K———
FOX RUN Management, L.L.C.
N/A—20,594-20,594-100%$945.5K———
American Century Companies Inc
N/A—20,579-20,579-100%$944.8K———
HighVista Strategies LLC
N/A—20,537-20,537-100%$942.9K———
XTX Topco Ltd
N/A—19,245-19,245-100%$883.5K———
SG Americas Securities, LLC
N/A—18,277-18,277-100%$839.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—16,667-16,667-100%$765.2K———
Oversea-Chinese Banking Corp Ltd
N/A—16,143-16,143-100%$741.3K———
DV Equities, LLC
N/A—16,012-16,012-100%$735.1K———
BlueCrest Capital Management Ltd
N/A—15,800-15,800-100%$725.4K———
LPL Financial LLC
N/A—14,870-14,870-100%$682.7K———
PCM Encore, LLC
N/A—14,600-14,600-100%$670.3K———
XY Capital Ltd
N/A—13,620-13,620-100%$625.3K———
AQR Capital Management LLC
N/A—12,801-12,801-100%$587.7K———
Public Employees Retirement System of Ohio
N/A—12,746-12,746-100%$585.2K———
Ameriprise Financial Inc
N/A—11,630-11,630-100%$533.9K———
Steward Partners Investment Advisory, LLC
N/A—11,049-11,049-100%$507.3K———
Vanguard Personalized Indexing Management, LLC
N/A—9,575-9,575-100%$439.6K———
Balyasny Asset Management L.P.
N/A—9,296-9,296-100%$426.8K———
Winton Group Ltd
N/A—8,200-8,200-100%$376.5K———
Vident Advisory, LLC
N/A—7,736-7,736-100%$355.1K———
Victory Capital Management Inc
N/A—7,479-7,479-100%$343.4K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,000-7,000-100%$321.4K———
West Family Investments, Inc.
N/A—6,989-6,989-100%$320.9K———
Russell Investments Group, Ltd.
N/A—6,931-6,931-100%$318.2K———
Bridgefront Capital, LLC
N/A—6,833-6,833-100%$313.7K———
Focus Partners Wealth
N/A—5,993-5,993-100%$275.1K———
O'shaughnessy Asset Management, LLC
N/A—5,465-5,465-100%$250.9K———
Jane Street Group, LLC
N/A—5,145-5,145-100%$236.2K———
Nuveen, LLC
N/A—4,897-4,897-100%$224.8K———
Persistent Asset Partners Ltd
N/A—3,737-3,737-100%$171.6K———
PNC Financial Services Group, Inc.
N/A—3,666-3,666-100%$168.3K———
Quantbot Technologies LP
N/A—2,753-2,753-100%$126.4K———
Hantz Financial Services, Inc.
N/A—2,515-2,515-100%$115.0K———
Rhumbline Advisers
N/A—2,004-2,004-100%$92.0K———
Yiheng Capital Management, L.P.
N/A—1,636-1,636-100%$7.5M———
Royal Bank of Canada
N/A—1,578-1,578-100%$73.0K———
Global Retirement Partners, LLC
N/A—1,317-1,317-100%$60.5K———
Atlas Capital Advisors Inc.
N/A—1,313-1,313-100%$60.3K———
Basecamp Wealth Advisors LLC
N/A—955-955-100%$43.8K———
Rockefeller Capital Management L.P.
N/A—319-319-100%$14.6K———
Clearstead Advisors, LLC
N/A—274-274-100%$12.6K———
Wells Fargo & Company
N/A—246-246-100%$11.3K———
Osaic Holdings, Inc.
N/A—158-158-100%$7.3K———
Jones Financial Companies Lllp
N/A—100-100-100%$4.6K———
Fiduciary Financial Advisors
N/A—76-76-100%$3.4K———
EFG International AG
N/A—50-50-100%$2.3K———
Allworth Financial LP
N/A—47-47-100%$2.2K———
Smartleaf Asset Management LLC
N/A—36-36-100%$1.7K———
Cornerstone Financial Management LLC
N/A—22-22-100%$1.0K———
Transamerica Financial Advisors, LLC
N/A—19-19-100%$883———
Northwestern Mutual Wealth Management Co
N/A—13-13-100%$597———
Arax Advisory Partners
N/A—12-12-100%$551———
Synergy Investment Management, LLC
N/A—9-9-100%$527———
IMA Advisory Services, Inc.
N/A—6-6-100%$275———
Raffa Wealth Management, LLC
N/A—4-4-100%$184———
Harbour Investments, Inc.
N/A—3-3-100%$138———
Showing 180 of 180 institutions