Newtekone Inc (NEWT)

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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Patriot Financial Partners GP II, L.P.

UNCHANGED

Shares2,307,692 from 2,307,692

Change0 (0%)

Value$25.7M (-$8.5M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares683,771 from 703,047

Change-19,276 (-3%)

Value$7.6M (-$2.8M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares155,787 from 152,841

Change+2,946 (+2%)

Value$1.7M (-$529.7K)

Filed 2026-11-05

LSV Asset Management

INCREASED

Shares118,800 from 118,000

Change+800 (+1%)

Value$1.3K (-$1.7M)

Filed 2026-11-06

Barrett & Company, Inc.

DECREASED

Shares98,320 from 129,618

Change-31,298 (-24%)

Value$1.1M (-$825.3K)

Filed 2026-10-22

North Star Investment Management Corp.

UNCHANGED

Shares94,000 from 94,000

Change0 (0%)

Value$1.0M (-$345.9K)

Filed 2026-10-27

Citigroup Inc

INCREASED

Shares92,577 from 85,311

Change+7,266 (+9%)

Value$1.0M (-$233.1K)

Filed 2026-11-04

Creative Planning

DECREASED

Shares69,778 from 78,886

Change-9,108 (-12%)

Value$776.6K (-$391.7K)

Filed 2026-11-02

Ridgewood Investments LLC

UNCHANGED

Shares62,285 from 62,285

Change0 (0%)

Value$693.2K (-$229.2K)

Filed 2026-10-05

Barclays PLC

INCREASED

Shares47,200 from 7,070

Change+40,130 (+568%)

Value$525.3K (+$420.6K)

Filed 2026-11-06

Bailard, Inc.

NEW

Shares27,700

Change+27,700

Value$308.3K

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares23,936 from 21,506

Change+2,430 (+11%)

Value$264.5K (-$53.4K)

Filed 2026-10-13

1620 Investment Advisors, Inc.

DECREASED

Shares23,343 from 24,637

Change-1,294 (-5%)

Value$259.8K (-$105.1K)

Filed 2026-11-04

Deutsche Bank Ag\

DECREASED

Shares22,066 from 25,226

Change-3,160 (-13%)

Value$245.6K (-$128.0K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares21,315 from 21,081

Change+234 (+1%)

Value$237.2K (-$75.0K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares20,674 from 19,061

Change+1,613 (+8%)

Value$230.1K (-$52.2K)

Filed 2026-11-02

Russell Investments Group, Ltd.

INCREASED

Shares19,252 from 19,071

Change+181 (+1%)

Value$214.3K (-$68.2K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares10,355 from 10,355

Change0 (0%)

Value$115 (-$152.9K)

Filed 2026-11-02

Simplex Trading, LLC

NEW

Shares4,430

Change+4,430

Value$49.3K

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares3,115 from 3,115

Change0 (0%)

Value$46.1K ($0)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares2,497 from 2,491

Change+6 (+0%)

Value$27.8K (-$9.1K)

Filed 2026-10-08

Vision Financial Markets LLC

UNCHANGED

Shares1,969 from 1,969

Change0 (0%)

Value$22.1K (-$7.6K)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares1,615 from 1,230

Change+385 (+31%)

Value$18.0K (-$241)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares1,530 from 1,718

Change-188 (-11%)

Value$17.0K (-$8.4K)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares1,257 from 1,197

Change+60 (+5%)

Value$14.0K (-$3.7K)

Filed 2026-10-23

Versant Capital Management, Inc

DECREASED

Shares1,236 from 1,429

Change-193 (-14%)

Value$13.8K (-$7.4K)

Filed 2026-10-02

State of Alaska, Department of Revenue

NEW

Shares1,156

Change+1,156

Value$12

Filed 2026-10-15

EverSource Wealth Advisors, LLC

DECREASED

Shares1,132 from 1,365

Change-233 (-17%)

Value$12.6K (-$7.6K)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares1,060 from 1,164

Change-104 (-9%)

Value$11.8K (-$5.4K)

Filed 2026-10-14

Avion Wealth

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$11 (-$3)

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares875 from 2,386

Change-1,511 (-63%)

Value$9.7K (-$25.6K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares840 from 840

Change0 (0%)

Value$9.5K (-$3.1K)

Filed 2026-10-20

FNY Investment Advisers, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$8 (-$3)

Filed 2026-10-16

Sterling Capital Management LLC

DECREASED

Shares503 from 514

Change-11 (-2%)

Value$5.6K (-$2.0K)

Filed 2026-10-22

Axiom Investment Management LLC

UNCHANGED

Shares348 from 348

Change0 (0%)

Value$3.9K (-$1.3K)

Filed 2026-11-03

US Bancorp \de\

DECREASED

Shares149 from 323

Change-174 (-54%)

Value$1.7K (-$3.1K)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares111

Change+111

Value$1.2K

Filed 2026-10-21

Covestor Ltd

DECREASED

Shares110 from 126

Change-16 (-13%)

Value$1 (-$1)

Filed 2026-10-30

SJS Investment Consulting Inc.

INCREASED

Shares89 from 18

Change+71 (+394%)

Value$991 (+$724)

Filed 2026-10-26

Fortitude Family Office, LLC

UNCHANGED

Shares84 from 84

Change0 (0%)

Value$935 (-$309)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

NEW

Shares59

Change+59

Value$657

Filed 2026-10-05

True Wealth Design, LLC

DECREASED

Shares54 from 93

Change-39 (-42%)

Value$602 (-$776)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

INCREASED

Shares47 from 14

Change+33 (+236%)

Value$523 (+$316)

Filed 2026-10-29

Larson Financial Group LLC

DECREASED

Shares40 from 87

Change-47 (-54%)

Value$445 (-$843)

Filed 2026-11-05

TD Private Client Wealth LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$145 (-$48)

Filed 2026-10-28

Fifth Third Bancorp

DECREASED

Shares12 from 23

Change-11 (-48%)

Value$134 (-$207)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares11

Change+11

Value$122

Filed 2026-10-30

Clearstead Advisors, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$23 (+$8)

Filed 2026-11-06

Torren Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$26 (-$8)

Filed 2026-10-29

Dumont & Blake Investment Advisors LLC

CLOSED

Shares0 from 10,254

Change-10,254 (-100%)

Value$0 (-$151.9K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,875

Change-1,875 (-100%)

Value$0 (-$28.2K)

Filed 2026-11-02

Summit Securities Group LLC

CLOSED

Shares0 from 636

Change-636 (-100%)

Value$0 (-$9.4K)

Filed 2026-11-05

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 142

Change-142 (-100%)

Value$0 (-$2.1K)

Filed 2026-11-03

Cornerstone Planning Group LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$737)

Filed 2026-10-16

Parallel Advisors, LLC

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$504)

Filed 2026-11-03

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 (-$193)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 2,528,805

Change-2,528,805 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,118,464

Change-1,118,464 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 1,095,561

Change-1,095,561 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 731,313

Change-731,313 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 568,816

Change-568,816 (-100%)

Value—

State Street Corp

N/A

Shares— from 539,672

Change-539,672 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 536,051

Change-536,051 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 337,544

Change-337,544 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 332,802

Change-332,802 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 318,244

Change-318,244 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 312,014

Change-312,014 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 221,074

Change-221,074 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 215,138

Change-215,138 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 207,794

Change-207,794 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 202,166

Change-202,166 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 178,517

Change-178,517 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 173,340

Change-173,340 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 158,583

Change-158,583 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 155,681

Change-155,681 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 141,896

Change-141,896 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 124,555

Change-124,555 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 120,632

Change-120,632 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 120,055

Change-120,055 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 100,254

Change-100,254 (-100%)

Value—

Huber Capital Management LLC

N/A

Shares— from 99,207

Change-99,207 (-100%)

Value—

Boston Partners

N/A

Shares— from 84,625

Change-84,625 (-100%)

Value—

Man Group plc

N/A

Shares— from 82,241

Change-82,241 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 70,992

Change-70,992 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 63,997

Change-63,997 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 63,433

Change-63,433 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 57,744

Change-57,744 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 53,863

Change-53,863 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 53,570

Change-53,570 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 51,188

Change-51,188 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 51,184

Change-51,184 (-100%)

Value—

Jackson Thornton Wealth Management, LLC

N/A

Shares— from 51,008

Change-51,008 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 50,200

Change-50,200 (-100%)

Value—

Avenir Corp

N/A

Shares— from 40,800

Change-40,800 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 40,244

Change-40,244 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 39,733

Change-39,733 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 38,186

Change-38,186 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 35,846

Change-35,846 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,276

Change-33,276 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 30,684

Change-30,684 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 29,700

Change-29,700 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 28,897

Change-28,897 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 27,170

Change-27,170 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 24,777

Change-24,777 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 24,330

Change-24,330 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 23,816

Change-23,816 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 23,023

Change-23,023 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 22,295

Change-22,295 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 21,878

Change-21,878 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19,160

Change-19,160 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 18,899

Change-18,899 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,887

Change-18,887 (-100%)

Value—

Beacon Investment Advisors LLC

N/A

Shares— from 16,961

Change-16,961 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 16,751

Change-16,751 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,371

Change-16,371 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 15,159

Change-15,159 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 15,142

Change-15,142 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 14,108

Change-14,108 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 13,950

Change-13,950 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 13,047

Change-13,047 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,751

Change-11,751 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,532

Change-10,532 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 10,417

Change-10,417 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 10,203

Change-10,203 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 9,106

Change-9,106 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,697

Change-7,697 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,218

Change-5,218 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 4,309

Change-4,309 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 3,108

Change-3,108 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,094

Change-3,094 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,468

Change-2,468 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 2,421

Change-2,421 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,320

Change-2,320 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,925

Change-1,925 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,688

Change-1,688 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 345

Change-345 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 343

Change-343 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 309

Change-309 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 203

Change-203 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 189

Change-189 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 121

Change-121 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 79

Change-79 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 66

Change-66 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	UNCHANGED	2,307,692	2,307,692	0	0%	$34.2M	$25.7M	-$8.5M	2026-11-04
Geode Capital Management, LLC	DECREASED	683,771	703,047	-19,276	-3%	$10.4M	$7.6M	-$2.8M	2026-11-06
Bank of New York Mellon Corp	INCREASED	155,787	152,841	+2,946	+2%	$2.3M	$1.7M	-$529.7K	2026-11-05
LSV Asset Management	INCREASED	118,800	118,000	+800	+1%	$1.7M	$1.3K	-$1.7M	2026-11-06
Barrett & Company, Inc.	DECREASED	98,320	129,618	-31,298	-24%	$1.9M	$1.1M	-$825.3K	2026-10-22
North Star Investment Management Corp.	UNCHANGED	94,000	94,000	0	0%	$1.4M	$1.0M	-$345.9K	2026-10-27
Citigroup Inc	INCREASED	92,577	85,311	+7,266	+9%	$1.3M	$1.0M	-$233.1K	2026-11-04
Creative Planning	DECREASED	69,778	78,886	-9,108	-12%	$1.2M	$776.6K	-$391.7K	2026-11-02
Ridgewood Investments LLC	UNCHANGED	62,285	62,285	0	0%	$922.4K	$693.2K	-$229.2K	2026-10-05
Barclays PLC	INCREASED	47,200	7,070	+40,130	+568%	$104.7K	$525.3K	+$420.6K	2026-11-06
Bailard, Inc.	NEW	27,700	—	+27,700	—	—	$308.3K	—	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	23,936	21,506	+2,430	+11%	$317.9K	$264.5K	-$53.4K	2026-10-13
1620 Investment Advisors, Inc.	DECREASED	23,343	24,637	-1,294	-5%	$364.9K	$259.8K	-$105.1K	2026-11-04
Deutsche Bank Ag\	DECREASED	22,066	25,226	-3,160	-13%	$373.6K	$245.6K	-$128.0K	2026-11-06
LPL Financial LLC	INCREASED	21,315	21,081	+234	+1%	$312.2K	$237.2K	-$75.0K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	20,674	19,061	+1,613	+8%	$282.3K	$230.1K	-$52.2K	2026-11-02
Russell Investments Group, Ltd.	INCREASED	19,252	19,071	+181	+1%	$282.4K	$214.3K	-$68.2K	2026-11-06
Cambridge Investment Research Advisors, Inc.	UNCHANGED	10,355	10,355	0	0%	$153.0K	$115	-$152.9K	2026-11-02
Simplex Trading, LLC	NEW	4,430	—	+4,430	—	—	$49.3K	—	2026-11-04
Allworth Financial LP	UNCHANGED	3,115	3,115	0	0%	$46.1K	$46.1K	$0	2026-11-06
Farther Finance Advisors, LLC	INCREASED	2,497	2,491	+6	+0%	$36.9K	$27.8K	-$9.1K	2026-10-08
Vision Financial Markets LLC	UNCHANGED	1,969	1,969	0	0%	$29.6K	$22.1K	-$7.6K	2026-10-22
Gamma Investing LLC	INCREASED	1,615	1,230	+385	+31%	$18.2K	$18.0K	-$241	2026-10-08
IFP Advisors, Inc	DECREASED	1,530	1,718	-188	-11%	$25.4K	$17.0K	-$8.4K	2026-10-16
Signaturefd, LLC	INCREASED	1,257	1,197	+60	+5%	$17.7K	$14.0K	-$3.7K	2026-10-23
Versant Capital Management, Inc	DECREASED	1,236	1,429	-193	-14%	$21.2K	$13.8K	-$7.4K	2026-10-02
State of Alaska, Department of Revenue	NEW	1,156	—	+1,156	—	—	$12	—	2026-10-15
EverSource Wealth Advisors, LLC	DECREASED	1,132	1,365	-233	-17%	$20.2K	$12.6K	-$7.6K	2026-11-04
Essential Partners LLC	DECREASED	1,060	1,164	-104	-9%	$17.2K	$11.8K	-$5.4K	2026-10-14
Avion Wealth	UNCHANGED	1,000	1,000	0	0%	$14	$11	-$3	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	875	2,386	-1,511	-63%	$35.3K	$9.7K	-$25.6K	2026-11-06
Nisa Investment Advisors, LLC	UNCHANGED	840	840	0	0%	$12.6K	$9.5K	-$3.1K	2026-10-20
FNY Investment Advisers, LLC	UNCHANGED	800	800	0	0%	$11	$8	-$3	2026-10-16
Sterling Capital Management LLC	DECREASED	503	514	-11	-2%	$7.6K	$5.6K	-$2.0K	2026-10-22
Axiom Investment Management LLC	UNCHANGED	348	348	0	0%	$5.2K	$3.9K	-$1.3K	2026-11-03
US Bancorp \de\	DECREASED	149	323	-174	-54%	$4.8K	$1.7K	-$3.1K	2026-11-05
Root Financial Partners, LLC	NEW	111	—	+111	—	—	$1.2K	—	2026-10-21
Covestor Ltd	DECREASED	110	126	-16	-13%	$2	$1	-$1	2026-10-30
SJS Investment Consulting Inc.	INCREASED	89	18	+71	+394%	$267	$991	+$724	2026-10-26
Fortitude Family Office, LLC	UNCHANGED	84	84	0	0%	$1.2K	$935	-$309	2026-10-14
MassMutual Private Wealth & Trust, FSB	NEW	59	—	+59	—	—	$657	—	2026-10-05
True Wealth Design, LLC	DECREASED	54	93	-39	-42%	$1.4K	$602	-$776	2026-10-13
Caitong International Asset Management Co., Ltd	INCREASED	47	14	+33	+236%	$207	$523	+$316	2026-10-29
Larson Financial Group LLC	DECREASED	40	87	-47	-54%	$1.3K	$445	-$843	2026-11-05
TD Private Client Wealth LLC	UNCHANGED	13	13	0	0%	$193	$145	-$48	2026-10-28
Fifth Third Bancorp	DECREASED	12	23	-11	-48%	$341	$134	-$207	2026-11-05
Provenance Wealth Advisors, LLC	NEW	11	—	+11	—	—	$122	—	2026-10-30
Clearstead Advisors, LLC	INCREASED	2	1	+1	+100%	$15	$23	+$8	2026-11-06
Torren Management, LLC	UNCHANGED	2	2	0	0%	$34	$26	-$8	2026-10-29
Dumont & Blake Investment Advisors LLC	CLOSED	0	10,254	-10,254	-100%	$151.9K	$0	-$151.9K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	1,875	-1,875	-100%	$28.2K	$0	-$28.2K	2026-11-02
Summit Securities Group LLC	CLOSED	0	636	-636	-100%	$9.4K	$0	-$9.4K	2026-11-05
JFS Wealth Advisors, LLC	CLOSED	0	142	-142	-100%	$2.1K	$0	-$2.1K	2026-11-03
Cornerstone Planning Group LLC	CLOSED	0	50	-50	-100%	$737	$0	-$737	2026-10-16
Parallel Advisors, LLC	CLOSED	0	34	-34	-100%	$504	$0	-$504	2026-11-03
Wealth Enhancement Trust Services, Inc.	CLOSED	0	13	-13	-100%	$193	$0	-$193	2026-10-07
BlackRock, Inc.	N/A	—	2,528,805	-2,528,805	-100%	$37.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,118,464	-1,118,464	-100%	$16.6M	—	—	—
Price T Rowe Associates Inc	N/A	—	1,095,561	-1,095,561	-100%	$16.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	731,313	-731,313	-100%	$10.8M	—	—	—
AQR Capital Management LLC	N/A	—	568,816	-568,816	-100%	$8.4M	—	—	—
State Street Corp	N/A	—	539,672	-539,672	-100%	$8.1M	—	—	—
Marshall Wace, LLP	N/A	—	536,051	-536,051	-100%	$7.9M	—	—	—
Royce & Associates LP	N/A	—	337,544	-337,544	-100%	$5.0M	—	—	—
Two Sigma Investments, LP	N/A	—	332,802	-332,802	-100%	$4.9M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	318,244	-318,244	-100%	$4.7M	—	—	—
Franklin Resources Inc	N/A	—	312,014	-312,014	-100%	$4.6M	—	—	—
Morgan Stanley	N/A	—	221,074	-221,074	-100%	$3.3M	—	—	—
Northern Trust Corp	N/A	—	215,138	-215,138	-100%	$3.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	207,794	-207,794	-100%	$3.1M	—	—	—
Ameriprise Financial Inc	N/A	—	202,166	-202,166	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	178,517	-178,517	-100%	$2.6M	—	—	—
Squarepoint Ops LLC	N/A	—	173,340	-173,340	-100%	$2.6M	—	—	—
Tudor Investment Corp ET AL	N/A	—	158,583	-158,583	-100%	$2.3M	—	—	—
North Reef Capital Management LP	N/A	—	155,681	-155,681	-100%	$2.3M	—	—	—
Nuveen, LLC	N/A	—	141,896	-141,896	-100%	$2.1M	—	—	—
Trexquant Investment LP	N/A	—	124,555	-124,555	-100%	$1.8M	—	—	—
Quantinno Capital Management LP	N/A	—	120,632	-120,632	-100%	$1.8M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	120,055	-120,055	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	100,254	-100,254	-100%	$1.5M	—	—	—
Huber Capital Management LLC	N/A	—	99,207	-99,207	-100%	$1.5M	—	—	—
Boston Partners	N/A	—	84,625	-84,625	-100%	$1.3M	—	—	—
Man Group plc	N/A	—	82,241	-82,241	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	70,992	-70,992	-100%	$1.1M	—	—	—
American Century Companies Inc	N/A	—	63,997	-63,997	-100%	$947.8K	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	63,433	-63,433	-100%	$939.4K	—	—	—
Invesco Ltd.	N/A	—	57,744	-57,744	-100%	$855.2K	—	—	—
Millennium Management LLC	N/A	—	53,863	-53,863	-100%	$797.7K	—	—	—
Almitas Capital LLC	N/A	—	53,570	-53,570	-100%	$793.4K	—	—	—
Numerai GP LLC	N/A	—	51,188	-51,188	-100%	$758.1K	—	—	—
IEQ Capital, LLC	N/A	—	51,184	-51,184	-100%	$758.0K	—	—	—
Jackson Thornton Wealth Management, LLC	N/A	—	51,008	-51,008	-100%	$755.4K	—	—	—
Jump Financial, LLC	N/A	—	50,200	-50,200	-100%	$743.5K	—	—	—
Avenir Corp	N/A	—	40,800	-40,800	-100%	$604.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	40,244	-40,244	-100%	$596.0K	—	—	—
Citadel Advisors LLC	N/A	—	39,733	-39,733	-100%	$588.4K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	38,186	-38,186	-100%	$565.5K	—	—	—
Wells Fargo & Company	N/A	—	35,846	-35,846	-100%	$530.9K	—	—	—
XTX Topco Ltd	N/A	—	33,276	-33,276	-100%	$492.8K	—	—	—
Rhumbline Advisers	N/A	—	30,684	-30,684	-100%	$454.4K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	29,700	-29,700	-100%	$439.9K	—	—	—
Founders Financial Alliance, LLC	N/A	—	28,897	-28,897	-100%	$428.0K	—	—	—
Alliancebernstein L.P.	N/A	—	27,170	-27,170	-100%	$297.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	24,777	-24,777	-100%	$367.0K	—	—	—
HSBC Holdings PLC	N/A	—	24,330	-24,330	-100%	$367.9K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	23,816	-23,816	-100%	$352.7K	—	—	—
Cerity Partners LLC	N/A	—	23,023	-23,023	-100%	$341.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	22,295	-22,295	-100%	$330.2K	—	—	—
Algert Global LLC	N/A	—	21,878	-21,878	-100%	$324.0K	—	—	—
UBS Group AG	N/A	—	19,160	-19,160	-100%	$283.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	18,899	-18,899	-100%	$279.9K	—	—	—
Mariner, LLC	N/A	—	18,887	-18,887	-100%	$279.8K	—	—	—
Beacon Investment Advisors LLC	N/A	—	16,961	-16,961	-100%	$251.2K	—	—	—
Boothbay Fund Management, LLC	N/A	—	16,751	-16,751	-100%	$248.1K	—	—	—
JPMorgan Chase & Co	N/A	—	16,371	-16,371	-100%	$249.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	15,159	-15,159	-100%	$224.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	15,142	-15,142	-100%	$224.3K	—	—	—
Empowered Funds, LLC	N/A	—	14,108	-14,108	-100%	$208.9K	—	—	—
Martingale Asset Management L P	N/A	—	13,950	-13,950	-100%	$206.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	13,047	-13,047	-100%	$193.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,751	-11,751	-100%	$174.0K	—	—	—
Jane Street Group, LLC	N/A	—	10,532	-10,532	-100%	$156.0K	—	—	—
nVerses Capital, LLC	N/A	—	10,417	-10,417	-100%	$154.3K	—	—	—
Regal Investment Advisors LLC	N/A	—	10,203	-10,203	-100%	$151.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	9,106	-9,106	-100%	$134.9K	—	—	—
Arax Advisory Partners	N/A	—	9,000	-9,000	-100%	$133.3K	—	—	—
New York State Common Retirement Fund	N/A	—	7,697	-7,697	-100%	$114.0K	—	—	—
Crewe Advisors LLC	N/A	—	6,000	-6,000	-100%	$88.9K	—	—	—
FMR LLC	N/A	—	5,218	-5,218	-100%	$77.3K	—	—	—
Meeder Asset Management Inc	N/A	—	4,309	-4,309	-100%	$63.8K	—	—	—
Ancora Advisors LLCA	N/A	—	3,108	-3,108	-100%	$46.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,094	-3,094	-100%	$45.8K	—	—	—
Royal Bank of Canada	N/A	—	2,468	-2,468	-100%	$37.0K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	2,421	-2,421	-100%	$35.9K	—	—	—
Legal & General Group Plc	N/A	—	2,320	-2,320	-100%	$34.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,925	-1,925	-100%	$28.5K	—	—	—
Harbour Investments, Inc.	N/A	—	1,688	-1,688	-100%	$25.0K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,100	-1,100	-100%	$16.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,000	-1,000	-100%	$14.8K	—	—	—
California State Teachers Retirement System	N/A	—	345	-345	-100%	$5.1K	—	—	—
Rothschild Investment LLC	N/A	—	343	-343	-100%	$5.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	309	-309	-100%	$4.5K	—	—	—
WealthCollab, LLC	N/A	—	203	-203	-100%	$3.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	189	-189	-100%	$2.8K	—	—	—
Picton Mahoney Asset Management	N/A	—	121	-121	-100%	$1.8K	—	—	—
Synergy Investment Management, LLC	N/A	—	115	-115	-100%	$1.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	79	-79	-100%	$1.2K	—	—	—
Group One Trading LLC	N/A	—	78	-78	-100%	$1.2K	—	—	—
Optiver Holding B.V.	N/A	—	66	-66	-100%	$977	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	57	-57	-100%	$844	—	—	—
Front Row Advisors LLC	N/A	—	32	-32	-100%	$408	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	21	-21	-100%	$315	—	—	—
JPL Wealth Management, LLC	N/A	—	4	-4	-100%	$60	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3	-3	-100%	$44	—	—	—

Showing 154 of 154 institutions