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Ocugen Inc (OCGN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares8,662,430 from 8,871,013
Change-208,583 (-2%)
Value$8.9M (-$4.7M)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares3,385,645 from 2,830,397
Change+555,248 (+20%)
Value$3.5M (-$843.3K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares808,834 from 808,835
Change-1 (0%)
Value$833.1K (-$404.4K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares461,188 from 440,738
Change+20,450 (+5%)
Value$475.0K (-$199.3K)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares427,367 from 366,579
Change+60,788 (+17%)
Value$440.2K (-$120.7K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares296,049 from 337,905
Change-41,856 (-12%)
Value$304.9K (-$212.1K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares255,119 from 548,591
Change-293,472 (-53%)
Value$262.8K (-$576.6K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares231,890 from 21,837
Change+210,053 (+962%)
Value$238.8K (+$205.4K)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares170,841 from 172,265
Change-1,424 (-1%)
Value$176.0K (-$87.6K)
Filed 2026-11-05
Profund Advisors LLC
DECREASED
Shares166,005 from 196,198
Change-30,193 (-15%)
Value$171.0K (-$129.2K)
Filed 2026-10-29
Cora Capital Advisors LLC
INCREASED
Shares117,520 from 89,220
Change+28,300 (+32%)
Value$121.0K (-$15.5K)
Filed 2026-11-02
Certior Financial Group, LLC
NEW
Shares110,378
Change+110,378
Value$113.7K
Filed 2026-10-19
TD Private Client Wealth LLC
NEW
Shares98,390
Change+98,390
Value$101.3K
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares42,908 from 44,746
Change-1,838 (-4%)
Value$44.2K (-$24.3K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares35,469 from 20,429
Change+15,040 (+74%)
Value$36.5K (+$5.3K)
Filed 2026-11-02
Xponance LLC
DECREASED
Shares32,010 from 32,576
Change-566 (-2%)
Value$33.0K (-$16.9K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares30,027 from 15,020
Change+15,007 (+100%)
Value$30.9K (+$7.9K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares29,468 from 27,829
Change+1,639 (+6%)
Value$30.4K (-$12.2K)
Filed 2026-11-06
Ethic Inc.
DECREASED
Shares28,153 from 28,638
Change-485 (-2%)
Value$29.0K (-$14.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
UNCHANGED
Shares26,500 from 26,500
Change0 (0%)
Value$27.3K (-$13.3K)
Filed 2026-10-26
SmartHarvest Portfolios, LLC
DECREASED
Shares22,645 from 22,653
Change-8 (0%)
Value$23.3K (-$11.3K)
Filed 2026-10-26
Truefg, LLC
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$21.6K (-$10.5K)
Filed 2026-10-15
Diversify Advisory Services, LLC
INCREASED
Shares20,548 from 20,020
Change+528 (+3%)
Value$16.7K (-$8.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares20,548 from 20,020
Change+528 (+3%)
Value$16.7K (-$8.5K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares19,582 from 15,206
Change+4,376 (+29%)
Value$20.2K (-$3.1K)
Filed 2026-10-19
SBI Securities Co., Ltd.
DECREASED
Shares17,480 from 17,915
Change-435 (-2%)
Value$18.0K (-$9.4K)
Filed 2026-10-22
Level Four Advisory Services, LLC
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$17.5K (-$8.5K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares15,503 from 16,427
Change-924 (-6%)
Value$15.2K (-$9.0K)
Filed 2026-10-13
Wedmont Private Capital
UNCHANGED
Shares14,765 from 14,765
Change0 (0%)
Value$14.4K (-$7.3K)
Filed 2026-10-09
Diversified Trust Co
UNCHANGED
Shares14,706 from 14,706
Change0 (0%)
Value$15.1K (-$7.4K)
Filed 2026-11-06
StoneX Group Inc.
NEW
Shares14,543
Change+14,543
Value$18.2K
Filed 2026-11-03
Eagle Wealth Strategies LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$14.4K (-$7.0K)
Filed 2026-10-20
SteelPeak Wealth, LLC
NEW
Shares12,861
Change+12,861
Value$13.2K
Filed 2026-10-16
Uniting Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$10.3K (-$5.0K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares9,817 from 2,971
Change+6,846 (+230%)
Value$10.1K (+$5.6K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares5,200 from 5,231
Change-31 (-1%)
Value$5.4K (-$2.6K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares4,447 from 1,015
Change+3,432 (+338%)
Value$4.6K (+$3.0K)
Filed 2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$1.6K (-$755)
Filed 2026-10-20
Gamma Investing LLC
NEW
Shares1,503
Change+1,503
Value$1.5K
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares1,313 from 1,305
Change+8 (+1%)
Value$1.4K (-$644)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
NEW
Shares1,268
Change+1,268
Value$1.3K
Filed 2026-10-27
Blue Trust, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.0K (-$500)
Filed 2026-10-15
Bangor Savings Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$309 (-$150)
Filed 2026-10-06
North Star Investment Management Corp.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$309 (-$150)
Filed 2026-10-27
US Bancorp \de\
NEW
Shares279
Change+279
Value$287
Filed 2026-11-05
North Point Portfolio Managers Corp
NEW
Shares226
Change+226
Value$233
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares150
Change+150
Value$155
Filed 2026-10-27
Private Wealth Management Group, LLC
NEW
Shares100
Change+100
Value$103
Filed 2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$103 (-$50)
Filed 2026-10-15
Parkside Financial Bank & Trust
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$51 (-$24)
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$17 (-$18)
Filed 2026-10-30
Allworth Financial LP
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$8 ($0)
Filed 2026-11-06
State of Wyoming
CLOSED
Shares0 from 51,322
Change-51,322 (-100%)
Value$0 (-$78.5K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 34,181
Change-34,181 (-100%)
Value$0 (-$52.3K)
Filed 2026-10-29
Simplex Trading, LLC
CLOSED
Shares0 from 21,381
Change-21,381 (-100%)
Value$0 (-$32.7K)
Filed 2026-11-04
Retirement Planning Group, LLC
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$19.1K)
Filed 2026-10-19
R Squared Ltd
CLOSED
Shares0 from 10,521
Change-10,521 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$3.2K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$741)
Filed 2026-10-16
Larson Financial Group LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$31)
Filed 2026-11-05
BlackRock, Inc.
N/A
Shares— from 27,002,933
Change-27,002,933 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,469,307
Change-21,469,307 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 14,372,598
Change-14,372,598 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,943,252
Change-13,943,252 (-100%)
Value—
RTW Investments, LP
N/A
Shares— from 6,666,666
Change-6,666,666 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,177,508
Change-5,177,508 (-100%)
Value—
Ikarian Capital, LLC
N/A
Shares— from 3,962,972
Change-3,962,972 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 3,505,398
Change-3,505,398 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,410,257
Change-3,410,257 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,329,446
Change-3,329,446 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,747,562
Change-2,747,562 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,367,144
Change-2,367,144 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,230,179
Change-2,230,179 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,203,407
Change-2,203,407 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,990,636
Change-1,990,636 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,768,297
Change-1,768,297 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,097,742
Change-1,097,742 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,042,537
Change-1,042,537 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,020,894
Change-1,020,894 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,020,479
Change-1,020,479 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 823,461
Change-823,461 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 783,322
Change-783,322 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 511,575
Change-511,575 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 477,821
Change-477,821 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 388,775
Change-388,775 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 375,656
Change-375,656 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 340,493
Change-340,493 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 320,617
Change-320,617 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 307,575
Change-307,575 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 297,285
Change-297,285 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 296,996
Change-296,996 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 280,639
Change-280,639 (-100%)
Value—
Silverback Asset Management LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 243,600
Change-243,600 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 237,180
Change-237,180 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 201,858
Change-201,858 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 201,464
Change-201,464 (-100%)
Value—
Diadema Partners LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 199,119
Change-199,119 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 183,628
Change-183,628 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 178,880
Change-178,880 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 162,793
Change-162,793 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 157,112
Change-157,112 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 156,027
Change-156,027 (-100%)
Value—
FMR LLC
N/A
Shares— from 150,078
Change-150,078 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 136,711
Change-136,711 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 133,705
Change-133,705 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 119,098
Change-119,098 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 104,322
Change-104,322 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 101,800
Change-101,800 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 100,792
Change-100,792 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 92,761
Change-92,761 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 90,630
Change-90,630 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 87,495
Change-87,495 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 65,243
Change-65,243 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 60,826
Change-60,826 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 57,855
Change-57,855 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 54,817
Change-54,817 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 50,559
Change-50,559 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 42,769
Change-42,769 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 38,475
Change-38,475 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 33,153
Change-33,153 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 31,014
Change-31,014 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,516
Change-29,516 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 28,361
Change-28,361 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,451
Change-25,451 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,543
Change-20,543 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 18,869
Change-18,869 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 18,368
Change-18,368 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,858
Change-17,858 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,824
Change-10,824 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 6,493
Change-6,493 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 4,706
Change-4,706 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Quarry LP
N/A
Shares— from 720
Change-720 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 169
Change-169 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED8,662,4308,871,013-208,583-2%$13.6M$8.9M-$4.7M2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED3,385,6452,830,397+555,248+20%$4.3M$3.5M-$843.3K2026-10-13
Bank of New York Mellon Corp
DECREASED808,834808,835-10%$1.2M$833.1K-$404.4K2026-11-05
Procyon Advisors, LLC
INCREASED461,188440,738+20,450+5%$674.3K$475.0K-$199.3K2026-10-21
Barclays PLC
INCREASED427,367366,579+60,788+17%$560.9K$440.2K-$120.7K2026-11-06
Deutsche Bank Ag\
DECREASED296,049337,905-41,856-12%$517.0K$304.9K-$212.1K2026-11-06
Citigroup Inc
DECREASED255,119548,591-293,472-53%$839.3K$262.8K-$576.6K2026-11-04
Creative Planning
INCREASED231,89021,837+210,053+962%$33.4K$238.8K+$205.4K2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED170,841172,265-1,424-1%$263.6K$176.0K-$87.6K2026-11-05
Profund Advisors LLC
DECREASED166,005196,198-30,193-15%$300.2K$171.0K-$129.2K2026-10-29
Cora Capital Advisors LLC
INCREASED117,52089,220+28,300+32%$136.5K$121.0K-$15.5K2026-11-02
Certior Financial Group, LLC
NEW110,378—+110,378——$113.7K—2026-10-19
TD Private Client Wealth LLC
NEW98,390—+98,390——$101.3K—2026-10-28
ProShare Advisors LLC
DECREASED42,90844,746-1,838-4%$68.5K$44.2K-$24.3K2026-10-29
Principal Financial Group Inc
INCREASED35,46920,429+15,040+74%$31.3K$36.5K+$5.3K2026-11-02
Xponance LLC
DECREASED32,01032,576-566-2%$49.8K$33.0K-$16.9K2026-11-03
LPL Financial LLC
INCREASED30,02715,020+15,007+100%$23.0K$30.9K+$7.9K2026-11-06
Russell Investments Group, Ltd.
INCREASED29,46827,829+1,639+6%$42.6K$30.4K-$12.2K2026-11-06
Ethic Inc.
DECREASED28,15328,638-485-2%$43.8K$29.0K-$14.8K2026-11-03
Verdence Capital Advisors LLC
UNCHANGED26,50026,50000%$40.5K$27.3K-$13.3K2026-10-26
SmartHarvest Portfolios, LLC
DECREASED22,64522,653-80%$34.7K$23.3K-$11.3K2026-10-26
Truefg, LLC
UNCHANGED21,00021,00000%$32.1K$21.6K-$10.5K2026-10-15
Diversify Advisory Services, LLC
INCREASED20,54820,020+528+3%$25.2K$16.7K-$8.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED20,54820,020+528+3%$25.2K$16.7K-$8.5K2026-10-20
Abel Hall, LLC
INCREASED19,58215,206+4,376+29%$23.3K$20.2K-$3.1K2026-10-19
SBI Securities Co., Ltd.
DECREASED17,48017,915-435-2%$27.4K$18.0K-$9.4K2026-10-22
Level Four Advisory Services, LLC
UNCHANGED17,00017,00000%$26.0K$17.5K-$8.5K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED15,50316,427-924-6%$24.1K$15.2K-$9.0K2026-10-13
Wedmont Private Capital
UNCHANGED14,76514,76500%$21.7K$14.4K-$7.3K2026-10-09
Diversified Trust Co
UNCHANGED14,70614,70600%$22.5K$15.1K-$7.4K2026-11-06
StoneX Group Inc.
NEW14,543—+14,543——$18.2K—2026-11-03
Eagle Wealth Strategies LLC
UNCHANGED14,00014,00000%$21.4K$14.4K-$7.0K2026-10-20
SteelPeak Wealth, LLC
NEW12,861—+12,861——$13.2K—2026-10-16
Uniting Wealth Partners, LLC
UNCHANGED10,00010,00000%$15.3K$10.3K-$5.0K2026-11-06
Sterling Capital Management LLC
INCREASED9,8172,971+6,846+230%$4.5K$10.1K+$5.6K2026-10-22
PNC Financial Services Group, Inc.
DECREASED5,2005,231-31-1%$8.0K$5.4K-$2.6K2026-11-06
Farther Finance Advisors, LLC
INCREASED4,4471,015+3,432+338%$1.6K$4.6K+$3.0K2026-10-08
Nisa Investment Advisors, LLC
UNCHANGED1,5101,51000%$2.3K$1.6K-$7552026-10-20
Gamma Investing LLC
NEW1,503—+1,503——$1.5K—2026-10-08
EverSource Wealth Advisors, LLC
INCREASED1,3131,305+8+1%$2.0K$1.4K-$6442026-11-04
Cassaday & Co Wealth Management LLC
NEW1,268—+1,268——$1.3K—2026-10-27
Blue Trust, Inc.
UNCHANGED1,0001,00000%$1.5K$1.0K-$5002026-10-15
Bangor Savings Bank
UNCHANGED30030000%$459$309-$1502026-10-06
North Star Investment Management Corp.
UNCHANGED30030000%$459$309-$1502026-10-27
US Bancorp \de\
NEW279—+279——$287—2026-11-05
North Point Portfolio Managers Corp
NEW226—+226——$233—2026-10-07
Latitude Advisors, LLC
NEW150—+150——$155—2026-10-27
Private Wealth Management Group, LLC
NEW100—+100——$103—2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED10010000%$153$103-$502026-10-15
Parkside Financial Bank & Trust
UNCHANGED494900%$75$51-$242026-10-27
Hughes Financial Services, LLC
UNCHANGED232300%$35$17-$182026-10-30
Allworth Financial LP
UNCHANGED5500%$8$8$02026-11-06
State of Wyoming
CLOSED051,322-51,322-100%$78.5K$0-$78.5K2026-10-28
Caitong International Asset Management Co., Ltd
CLOSED034,181-34,181-100%$52.3K$0-$52.3K2026-10-29
Simplex Trading, LLC
CLOSED021,381-21,381-100%$32.7K$0-$32.7K2026-11-04
Retirement Planning Group, LLC
CLOSED012,500-12,500-100%$19.1K$0-$19.1K2026-10-19
R Squared Ltd
CLOSED010,521-10,521-100%$16.1K$0-$16.1K2026-11-06
International Assets Investment Management, LLC
CLOSED03,000-3,000-100%$4.4K$0-$4.4K2026-11-02
Institute for Wealth Management, Llc.
CLOSED02,100-2,100-100%$3.2K$0-$3.2K2026-11-06
TD Waterhouse Canada Inc.
CLOSED0500-500-100%$741$0-$7412026-10-16
Larson Financial Group LLC
CLOSED020-20-100%$31$0-$312026-11-05
BlackRock, Inc.
N/A—27,002,933-27,002,933-100%$41.3M———
State Street Corp
N/A—21,469,307-21,469,307-100%$32.8M———
Vanguard Capital Management LLC
N/A—14,372,598-14,372,598-100%$22.0M———
Millennium Management LLC
N/A—13,943,252-13,943,252-100%$21.3M———
RTW Investments, LP
N/A—6,666,666-6,666,666-100%$10.2M———
UBS Group AG
N/A—5,177,508-5,177,508-100%$7.9M———
Ikarian Capital, LLC
N/A—3,962,972-3,962,972-100%$6.1M———
GMT Capital Corp
N/A—3,505,398-3,505,398-100%$5.4M———
Marshall Wace, LLP
N/A—3,410,257-3,410,257-100%$5.2M———
Vanguard Portfolio Management LLC
N/A—3,329,446-3,329,446-100%$5.1M———
Northern Trust Corp
N/A—2,747,562-2,747,562-100%$4.2M———
Vanguard Fiduciary Trust Co
N/A—2,367,144-2,367,144-100%$3.6M———
Two Sigma Investments, LP
N/A—2,230,179-2,230,179-100%$3.4M———
Qube Research & Technologies Ltd
N/A—2,203,407-2,203,407-100%$3.4M———
Bank of America Corp
N/A—1,990,636-1,990,636-100%$3.0M———
HRT Financial LP
N/A—1,768,297-1,768,297-100%$2.7M———
Boothbay Fund Management, LLC
N/A—1,097,742-1,097,742-100%$1.7M———
Charles Schwab Investment Management Inc
N/A—1,042,537-1,042,537-100%$1.6M———
Goldman Sachs Group Inc
N/A—1,020,894-1,020,894-100%$1.6M———
Susquehanna International Group, LLP
N/A—1,020,479-1,020,479-100%$1.6M———
Nuveen, LLC
N/A—823,461-823,461-100%$1.3M———
Citadel Advisors LLC
N/A—783,322-783,322-100%$1.2M———
Headlands Technologies LLC
N/A—511,575-511,575-100%$782.7K———
Point72 Asset Management, L.P.
N/A—477,821-477,821-100%$731.1K———
Rafferty Asset Management, LLC
N/A—388,775-388,775-100%$594.8K———
Morgan Stanley
N/A—375,656-375,656-100%$574.8K———
Rhumbline Advisers
N/A—340,493-340,493-100%$520.9K———
Wells Fargo & Company
N/A—320,617-320,617-100%$490.5K———
Osaic Holdings, Inc.
N/A—307,575-307,575-100%$470.6K———
BNP Paribas Financial Markets
N/A—297,285-297,285-100%$454.8K———
Voleon Capital Management LP
N/A—296,996-296,996-100%$454.4K———
Price T Rowe Associates Inc
N/A—280,639-280,639-100%$430.0K———
Silverback Asset Management LLC
N/A—250,000-250,000-100%$382.5K———
Wellington Management Group LLP
N/A—243,600-243,600-100%$372.7K———
NewEdge Advisors, LLC
N/A—237,180-237,180-100%$362.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—201,858-201,858-100%$315.2K———
MetLife Investment Management, LLC
N/A—201,464-201,464-100%$308.2K———
Diadema Partners LP
N/A—200,000-200,000-100%$306.0K———
Virtu Financial LLC
N/A—199,119-199,119-100%$305.0K———
Invesco Ltd.
N/A—183,628-183,628-100%$281.0K———
Alliancebernstein L.P.
N/A—178,880-178,880-100%$323.8K———
Group One Trading LLC
N/A—162,793-162,793-100%$249.1K———
JPMorgan Chase & Co
N/A—157,112-157,112-100%$262.4K———
Two Sigma Securities, LLC
N/A—156,027-156,027-100%$238.7K———
FMR LLC
N/A—150,078-150,078-100%$229.6K———
Squarepoint Ops LLC
N/A—136,711-136,711-100%$209.2K———
Vanguard Global Advisers, LLC
N/A—133,705-133,705-100%$204.6K———
SG Americas Securities, LLC
N/A—119,098-119,098-100%$182.0K———
Quadrature Capital Ltd
N/A—104,322-104,322-100%$159.6K———
Canada Pension Plan Investment Board
N/A—101,800-101,800-100%$155.8K———
Police & Firemen's Retirement System of New Jersey
N/A—100,792-100,792-100%$154.2K———
Manufacturers Life Insurance Company, the
N/A—92,761-92,761-100%$141.9K———
GSA Capital Partners LLP
N/A—90,630-90,630-100%$139.0K———
New York State Common Retirement Fund
N/A—90,000-90,000-100%$137.7K———
SEI Investments Co
N/A—87,495-87,495-100%$133.9K———
Voya Investment Management LLC
N/A—65,243-65,243-100%$99.8K———
Intech Investment Management LLC
N/A—60,826-60,826-100%$93.1K———
Prudential Financial Inc
N/A—57,855-57,855-100%$88.5K———
E Fund Management Co., Ltd.
N/A—54,817-54,817-100%$83.9K———
Persistent Asset Partners Ltd
N/A—50,559-50,559-100%$77.4K———
BFC Planning, Inc.
N/A—50,000-50,000-100%$76.5K———
AXQ Capital, LP
N/A—42,769-42,769-100%$65.4K———
Northwestern Mutual Wealth Management Co
N/A—42,000-42,000-100%$64.3K———
Victory Capital Management Inc
N/A—38,475-38,475-100%$58.9K———
Legal & General Group Plc
N/A—33,153-33,153-100%$50.7K———
Ameritas Investment Partners, Inc.
N/A—31,014-31,014-100%$47.5K———
Mariner, LLC
N/A—29,516-29,516-100%$45.2K———
Vanguard Personalized Indexing Management, LLC
N/A—28,361-28,361-100%$43.4K———
Cetera Investment Advisers
N/A—25,451-25,451-100%$38.9K———
Baldwin Investment Management, LLC
N/A—25,000-25,000-100%$38.3K———
Tower Research Capital LLC (TRC)
N/A—20,543-20,543-100%$31.4K———
Winton Group Ltd
N/A—19,000-19,000-100%$29.1K———
CIBC Bancorp USA Inc.
N/A—18,869-18,869-100%$28.9K———
Engineers Gate Manager LP
N/A—18,368-18,368-100%$28.1K———
GTS Securities LLC
N/A—17,858-17,858-100%$27.3K———
Perennial Investment Advisors, LLC
N/A—15,000-15,000-100%$23.0K———
PFG Investments, LLC
N/A—12,866-12,866-100%$19.7K———
XTX Topco Ltd
N/A—12,850-12,850-100%$19.7K———
Raymond James Financial Inc
N/A—11,614-11,614-100%$17.8K———
Royal Bank of Canada
N/A—10,824-10,824-100%$16.0K———
Captrust Financial Advisors
N/A—10,000-10,000-100%$15.3K———
Harbour Investments, Inc.
N/A—6,712-6,712-100%$10.3K———
Pacer Advisors, Inc.
N/A—6,493-6,493-100%$10.0K———
Bartlett & Co. Wealth Management LLC
N/A—5,300-5,300-100%$8.1K———
Federation des caisses Desjardins du Quebec
N/A—5,000-5,000-100%$7.7K———
California State Teachers Retirement System
N/A—4,706-4,706-100%$7.2K———
Jones Financial Companies Lllp
N/A—3,374-3,374-100%$5.1K———
National Bank of Canada
N/A—1,475-1,475-100%$2.3K———
Geneos Wealth Management Inc.
N/A—1,118-1,118-100%$1.7K———
Quarry LP
N/A—720-720-100%$1.1K———
Smartleaf Asset Management LLC
N/A—588-588-100%$982———
Steward Partners Investment Advisory, LLC
N/A—405-405-100%$620———
Bogart Wealth, LLC
N/A—400-400-100%$612———
Arax Advisory Partners
N/A—169-169-100%$259———
Rockefeller Capital Management L.P.
N/A—75-75-100%$115———
Whittier Trust Co of Nevada Inc
N/A—3-3-100%$5———
Strive Financial Group,LLC
N/A—3-3-100%$5———
Showing 158 of 158 institutions