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Old Second Bancorp Inc (OSBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,575,752 from 2,498,671
Change+77,081 (+3%)
Value$63.1M (+$4.8M)
Filed 2026-11-04
Congress Asset Management Co
INCREASED
Shares411,201 from 338,650
Change+72,551 (+21%)
Value$10.1M (+$2.2M)
Filed 2026-10-06
Bank of New York Mellon Corp
INCREASED
Shares350,247 from 342,013
Change+8,234 (+2%)
Value$8.6M (+$601.8K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares237,367 from 205,673
Change+31,694 (+15%)
Value$5.8M (+$1.0M)
Filed 2026-10-16
Principal Financial Group Inc
INCREASED
Shares134,253 from 80,534
Change+53,719 (+67%)
Value$3.3M (+$1.4M)
Filed 2026-11-02
MSH Capital Advisors LLC
UNCHANGED
Shares84,826 from 84,826
Change0 (0%)
Value$2.1M (+$99.2K)
Filed 2026-11-03
Jcsd Capital, LLC
UNCHANGED
Shares74,100 from 74,100
Change0 (0%)
Value$1.8M (+$86.7K)
Filed 2026-10-16
Sara-Bay Financial
DECREASED
Shares59,000 from 61,000
Change-2,000 (-3%)
Value$1.4M (+$22.4K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares57,765 from 53,848
Change+3,917 (+7%)
Value$1.4M (+$158.9K)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares57,625 from 57,364
Change+261 (+0%)
Value$1.4M (+$73.5K)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
DECREASED
Shares46,543 from 88,964
Change-42,421 (-48%)
Value$1.1M (-$934.8K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares46,268 from 45,547
Change+721 (+2%)
Value$1.2M (+$107.7K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares37,876 from 55,100
Change-17,224 (-31%)
Value$927.6K (-$357.3K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares36,774 from 16,728
Change+20,046 (+120%)
Value$900.6K (+$510.5K)
Filed 2026-10-16
Hudson Edge Investment Partners Inc.
DECREASED
Shares25,729 from 60,706
Change-34,977 (-58%)
Value$630.1K (-$785.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares24,297 from 14,958
Change+9,339 (+62%)
Value$595.0K (+$246.2K)
Filed 2026-11-02
Lakewood Asset Management LLC
INCREASED
Shares24,185 from 22,955
Change+1,230 (+5%)
Value$592.3K (+$57.0K)
Filed 2026-10-26
Virginia Retirement Systems ET Al
NEW
Shares24,100
Change+24,100
Value$590.2K
Filed 2026-10-28
Integrated Advisors Network LLC
NEW
Shares22,566
Change+22,566
Value$552.6K
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares17,598 from 17,556
Change+42 (+0%)
Value$431.0K (+$21.6K)
Filed 2026-10-16
4Wealth Advisors, Inc.
DECREASED
Shares16,500 from 18,300
Change-1,800 (-10%)
Value$406.7K (-$18.0K)
Filed 2026-10-13
Sentinel Trust Co LBA
UNCHANGED
Shares14,051 from 14,051
Change0 (0%)
Value$344 (+$16)
Filed 2026-11-03
Princeton Capital Management LLC
UNCHANGED
Shares13,770 from 13,770
Change0 (0%)
Value$337.2K (+$16.1K)
Filed 2026-10-27
Arizona State Retirement System
DECREASED
Shares13,759 from 13,812
Change-53 (0%)
Value$337.0K (+$14.9K)
Filed 2026-11-03
Sterling Capital Management LLC
INCREASED
Shares13,486 from 13,405
Change+81 (+1%)
Value$330.3K (+$17.7K)
Filed 2026-10-22
Hohimer Wealth Management, LLC
INCREASED
Shares11,221 from 10,957
Change+264 (+2%)
Value$274.8K (+$19.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares10,514 from 10,509
Change+5 (+0%)
Value$257.5K (+$12.4K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares9,197 from 9,099
Change+98 (+1%)
Value$225.2K (+$13.0K)
Filed 2026-10-28
Pictet Asset Management Holding SA
NEW
Shares8,172
Change+8,172
Value$200.1K
Filed 2026-11-03
Parkside Financial Bank & Trust
DECREASED
Shares4,475 from 4,484
Change-9 (0%)
Value$109.6K (+$5.0K)
Filed 2026-10-27
USA Financial Formulas
NEW
Shares2,983
Change+2,983
Value$73.1K
Filed 2026-10-16
Versant Capital Management, Inc
UNCHANGED
Shares2,751 from 2,751
Change0 (0%)
Value$67.4K (+$3.2K)
Filed 2026-10-02
Parallel Advisors, LLC
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$64.2K (+$3.1K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares2,271 from 5,475
Change-3,204 (-59%)
Value$55.6K (-$72.1K)
Filed 2026-10-20
State of Alaska, Department of Revenue
INCREASED
Shares1,964 from 1,771
Change+193 (+11%)
Value$48 (-$41.0K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$25.6K (+$1.2K)
Filed 2026-10-27
KFG LLC
NEW
Shares998
Change+998
Value$24.4K
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares995 from 937
Change+58 (+6%)
Value$24.4K (+$2.5K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares809 from 1,002
Change-193 (-19%)
Value$19.8K (-$3.6K)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$19.5K (+$933)
Filed 2026-10-16
Fortitude Family Office, LLC
INCREASED
Shares777 from 155
Change+622 (+401%)
Value$19.0K (+$15.4K)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares668 from 650
Change+18 (+3%)
Value$16.4K (+$1.2K)
Filed 2026-10-08
Sfam, LLC
DECREASED
Shares540 from 992
Change-452 (-46%)
Value$13.2K (-$9.9K)
Filed 2026-11-03
Essential Partners LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$13.2K (+$632)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares530 from 232
Change+298 (+128%)
Value$13.0K (+$7.6K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares495 from 5
Change+490 (+9800%)
Value$12.1K (+$12.0K)
Filed 2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW
Shares295
Change+295
Value$7.2K
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$5.3K (+$251)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
NEW
Shares197
Change+197
Value$5
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares168
Change+168
Value$4.1K
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$3.1K (+$150)
Filed 2026-11-05
Clark Wealth Partners
NEW
Shares64
Change+64
Value$1.6K
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares64 from 15
Change+49 (+327%)
Value$1.6K (+$1.2K)
Filed 2026-10-20
True Wealth Design, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$1.6K (+$75)
Filed 2026-10-13
Torren Management, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.1K (+$51)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.1K (+$50)
Filed 2026-10-26
Valued Wealth Advisors LLC
NEW
Shares31
Change+31
Value$760
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares22 from 566
Change-544 (-96%)
Value$1 (-$12)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
NEW
Shares13
Change+13
Value$318
Filed 2026-10-05
TD Private Client Wealth LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$294 (+$14)
Filed 2026-10-28
GHP Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$25 (+$1)
Filed 2026-10-15
River Street Advisors LLC
CLOSED
Shares0 from 779,008
Change-779,008 (-100%)
Value$0 (-$18.2M)
Filed 2026-10-22
Thrivent Financial for Lutherans
CLOSED
Shares0 from 242,278
Change-242,278 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-05
Tsfg, LLC
CLOSED
Shares0 from 7,125
Change-7,125 (-100%)
Value$0 (-$166.0K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$560)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 4,298,683
Change-4,298,683 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,179,877
Change-2,179,877 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,839,202
Change-1,839,202 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,800,000
Change-1,800,000 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,783,820
Change-1,783,820 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,624,852
Change-1,624,852 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 1,460,413
Change-1,460,413 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,415,165
Change-1,415,165 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,349,432
Change-1,349,432 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,236,983
Change-1,236,983 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 1,034,143
Change-1,034,143 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 872,651
Change-872,651 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 819,368
Change-819,368 (-100%)
Value—
Stieven Capital Advisors, L.P.
N/A
Shares— from 815,328
Change-815,328 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 641,845
Change-641,845 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 555,602
Change-555,602 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 555,408
Change-555,408 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 544,345
Change-544,345 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 492,162
Change-492,162 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 453,323
Change-453,323 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 431,304
Change-431,304 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 386,234
Change-386,234 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 372,648
Change-372,648 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 359,730
Change-359,730 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 341,200
Change-341,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 318,318
Change-318,318 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 304,021
Change-304,021 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 259,324
Change-259,324 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 248,627
Change-248,627 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 225,303
Change-225,303 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 210,745
Change-210,745 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 203,909
Change-203,909 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 200,819
Change-200,819 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 167,884
Change-167,884 (-100%)
Value—
Blair William & Co
N/A
Shares— from 163,228
Change-163,228 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 163,038
Change-163,038 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 151,358
Change-151,358 (-100%)
Value—
UBS Group AG
N/A
Shares— from 147,223
Change-147,223 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 141,914
Change-141,914 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 135,010
Change-135,010 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 129,457
Change-129,457 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 117,666
Change-117,666 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 114,326
Change-114,326 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 100,505
Change-100,505 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 100,400
Change-100,400 (-100%)
Value—
Mendon Capital Advisors Corp
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 97,285
Change-97,285 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 94,347
Change-94,347 (-100%)
Value—
Barclays PLC
N/A
Shares— from 87,603
Change-87,603 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 77,241
Change-77,241 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 76,132
Change-76,132 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 73,556
Change-73,556 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 69,998
Change-69,998 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 66,312
Change-66,312 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 64,272
Change-64,272 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 61,224
Change-61,224 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 54,037
Change-54,037 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 53,769
Change-53,769 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 51,243
Change-51,243 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 51,034
Change-51,034 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 50,693
Change-50,693 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 50,309
Change-50,309 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 46,957
Change-46,957 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,563
Change-43,563 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 42,857
Change-42,857 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 40,578
Change-40,578 (-100%)
Value—
FMR LLC
N/A
Shares— from 39,922
Change-39,922 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 38,777
Change-38,777 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 34,889
Change-34,889 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 34,819
Change-34,819 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 32,819
Change-32,819 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 32,388
Change-32,388 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 31,893
Change-31,893 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 30,528
Change-30,528 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,051
Change-30,051 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 29,641
Change-29,641 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,233
Change-27,233 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 26,232
Change-26,232 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 24,612
Change-24,612 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 23,389
Change-23,389 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 21,221
Change-21,221 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 20,591
Change-20,591 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 20,218
Change-20,218 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 20,210
Change-20,210 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 19,309
Change-19,309 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 18,766
Change-18,766 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,727
Change-18,727 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,570
Change-17,570 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 17,258
Change-17,258 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 17,223
Change-17,223 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 14,232
Change-14,232 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,390
Change-12,390 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,472
Change-10,472 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 8,815
Change-8,815 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 566
Change-566 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 297
Change-297 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 288
Change-288 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 200
Change-200 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Quarry LP
N/A
Shares— from 163
Change-163 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,575,7522,498,671+77,081+3%$58.3M$63.1M+$4.8M2026-11-04
Congress Asset Management Co
INCREASED411,201338,650+72,551+21%$7.9M$10.1M+$2.2M2026-10-06
Bank of New York Mellon Corp
INCREASED350,247342,013+8,234+2%$8.0M$8.6M+$601.8K2026-11-05
Forum Financial Management, LP
INCREASED237,367205,673+31,694+15%$4.8M$5.8M+$1.0M2026-10-16
Principal Financial Group Inc
INCREASED134,25380,534+53,719+67%$1.9M$3.3M+$1.4M2026-11-02
MSH Capital Advisors LLC
UNCHANGED84,82684,82600%$2.0M$2.1M+$99.2K2026-11-03
Jcsd Capital, LLC
UNCHANGED74,10074,10000%$1.7M$1.8M+$86.7K2026-10-16
Sara-Bay Financial
DECREASED59,00061,000-2,000-3%$1.4M$1.4M+$22.4K2026-10-21
Creative Planning
INCREASED57,76553,848+3,917+7%$1.3M$1.4M+$158.9K2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED57,62557,364+261+0%$1.3M$1.4M+$73.5K2026-11-05
State of New Jersey Common Pension Fund D
DECREASED46,54388,964-42,421-48%$2.1M$1.1M-$934.8K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED46,26845,547+721+2%$1.0M$1.2M+$107.7K2026-10-13
Citigroup Inc
DECREASED37,87655,100-17,224-31%$1.3M$927.6K-$357.3K2026-11-04
Y-Intercept (Hong Kong) Ltd
INCREASED36,77416,728+20,046+120%$390.1K$900.6K+$510.5K2026-10-16
Hudson Edge Investment Partners Inc.
DECREASED25,72960,706-34,977-58%$1.4M$630.1K-$785.6K2026-10-28
Kestra Advisory Services, LLC
INCREASED24,29714,958+9,339+62%$348.8K$595.0K+$246.2K2026-11-02
Lakewood Asset Management LLC
INCREASED24,18522,955+1,230+5%$535.3K$592.3K+$57.0K2026-10-26
Virginia Retirement Systems ET Al
NEW24,100—+24,100——$590.2K—2026-10-28
Integrated Advisors Network LLC
NEW22,566—+22,566——$552.6K—2026-10-20
Centennial Wealth Advisory LLC
INCREASED17,59817,556+42+0%$409.4K$431.0K+$21.6K2026-10-16
4Wealth Advisors, Inc.
DECREASED16,50018,300-1,800-10%$424.7K$406.7K-$18.0K2026-10-13
Sentinel Trust Co LBA
UNCHANGED14,05114,05100%$328$344+$162026-11-03
Princeton Capital Management LLC
UNCHANGED13,77013,77000%$321.1K$337.2K+$16.1K2026-10-27
Arizona State Retirement System
DECREASED13,75913,812-530%$322.1K$337.0K+$14.9K2026-11-03
Sterling Capital Management LLC
INCREASED13,48613,405+81+1%$312.6K$330.3K+$17.7K2026-10-22
Hohimer Wealth Management, LLC
INCREASED11,22110,957+264+2%$255.5K$274.8K+$19.3K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED10,51410,509+5+0%$245.1K$257.5K+$12.4K2026-11-05
Choreo, LLC
INCREASED9,1979,099+98+1%$212.2K$225.2K+$13.0K2026-10-28
Pictet Asset Management Holding SA
NEW8,172—+8,172——$200.1K—2026-11-03
Parkside Financial Bank & Trust
DECREASED4,4754,484-90%$104.6K$109.6K+$5.0K2026-10-27
USA Financial Formulas
NEW2,983—+2,983——$73.1K—2026-10-16
Versant Capital Management, Inc
UNCHANGED2,7512,75100%$64.2K$67.4K+$3.2K2026-10-02
Parallel Advisors, LLC
UNCHANGED2,6222,62200%$61.2K$64.2K+$3.1K2026-11-03
Nisa Investment Advisors, LLC
DECREASED2,2715,475-3,204-59%$127.7K$55.6K-$72.1K2026-10-20
State of Alaska, Department of Revenue
INCREASED1,9641,771+193+11%$41.0K$48-$41.0K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,0451,04500%$24.4K$25.6K+$1.2K2026-10-27
KFG LLC
NEW998—+998——$24.4K—2026-11-02
EverSource Wealth Advisors, LLC
INCREASED995937+58+6%$21.9K$24.4K+$2.5K2026-11-04
US Bancorp \de\
DECREASED8091,002-193-19%$23.4K$19.8K-$3.6K2026-11-05
IFP Advisors, Inc
UNCHANGED79779700%$18.6K$19.5K+$9332026-10-16
Fortitude Family Office, LLC
INCREASED777155+622+401%$3.6K$19.0K+$15.4K2026-10-14
Gamma Investing LLC
INCREASED668650+18+3%$15.2K$16.4K+$1.2K2026-10-08
Sfam, LLC
DECREASED540992-452-46%$23.1K$13.2K-$9.9K2026-11-03
Essential Partners LLC
UNCHANGED54054000%$12.6K$13.2K+$6322026-10-14
Farther Finance Advisors, LLC
INCREASED530232+298+128%$5.4K$13.0K+$7.6K2026-10-08
SJS Investment Consulting Inc.
INCREASED4955+490+9800%$117$12.1K+$12.0K2026-10-26
Pension & Wealth Management Advisors, Inc.
NEW295—+295——$7.2K—2026-10-16
Signaturefd, LLC
UNCHANGED21521500%$5.0K$5.3K+$2512026-10-23
Harbor Capital Advisors, Inc.
NEW197—+197——$5—2026-10-22
Root Financial Partners, LLC
NEW168—+168——$4.1K—2026-10-21
Larson Financial Group LLC
UNCHANGED12812800%$3.0K$3.1K+$1502026-11-05
Clark Wealth Partners
NEW64—+64——$1.6K—2026-10-19
Physician Wealth Advisors, Inc.
INCREASED6415+49+327%$350$1.6K+$1.2K2026-10-20
True Wealth Design, LLC
UNCHANGED646400%$1.5K$1.6K+$752026-10-13
Torren Management, LLC
UNCHANGED444400%$1.0K$1.1K+$512026-10-29
First Horizon Corp
UNCHANGED434300%$1.0K$1.1K+$502026-10-26
Valued Wealth Advisors LLC
NEW31—+31——$760—2026-11-05
Covestor Ltd
DECREASED22566-544-96%$13$1-$122026-10-30
MassMutual Private Wealth & Trust, FSB
NEW13—+13——$318—2026-10-05
TD Private Client Wealth LLC
UNCHANGED121200%$280$294+$142026-10-28
GHP Investment Advisors, Inc.
UNCHANGED1100%$24$25+$12026-10-15
River Street Advisors LLC
CLOSED0779,008-779,008-100%$18.2M$0-$18.2M2026-10-22
Thrivent Financial for Lutherans
CLOSED0242,278-242,278-100%$5.7M$0-$5.7M2026-11-05
Tsfg, LLC
CLOSED07,125-7,125-100%$166.0K$0-$166.0K2026-10-23
Caitong International Asset Management Co., Ltd
CLOSED024-24-100%$560$0-$5602026-10-29
BlackRock, Inc.
N/A—4,298,683-4,298,683-100%$100.2M———
Vanguard Capital Management LLC
N/A—2,179,877-2,179,877-100%$50.8M———
State Street Corp
N/A—1,839,202-1,839,202-100%$42.9M———
Davis Asset Management, L.P.
N/A—1,800,000-1,800,000-100%$42.0M———
American Century Companies Inc
N/A—1,783,820-1,783,820-100%$41.6M———
Goldman Sachs Group Inc
N/A—1,624,852-1,624,852-100%$37.9M———
FJ Capital Management LLC
N/A—1,460,413-1,460,413-100%$34.1M———
Boston Partners
N/A—1,415,165-1,415,165-100%$32.9M———
Geode Capital Management, LLC
N/A—1,349,432-1,349,432-100%$31.5M———
Kennedy Capital Management LLC
N/A—1,236,983-1,236,983-100%$28.8M———
Banc Funds Co LLC
N/A—1,034,143-1,034,143-100%$24.1M———
Manufacturers Life Insurance Company, the
N/A—872,651-872,651-100%$20.4M———
Vanguard Portfolio Management LLC
N/A—819,368-819,368-100%$19.1M———
Stieven Capital Advisors, L.P.
N/A—815,328-815,328-100%$19.0M———
Alliancebernstein L.P.
N/A—641,845-641,845-100%$12.9M———
JPMorgan Chase & Co
N/A—555,602-555,602-100%$12.9M———
Northern Trust Corp
N/A—555,408-555,408-100%$13.0M———
Wellington Management Group LLP
N/A—544,345-544,345-100%$12.7M———
Nuveen, LLC
N/A—492,162-492,162-100%$11.5M———
Bridgeway Capital Management, LLC
N/A—453,323-453,323-100%$10.6M———
Charles Schwab Investment Management Inc
N/A—431,304-431,304-100%$10.1M———
AQR Capital Management LLC
N/A—386,234-386,234-100%$9.0M———
Bank of America Corp
N/A—372,648-372,648-100%$8.7M———
Gator Capital Management, LLC
N/A—359,730-359,730-100%$8.4M———
Vanguard Fiduciary Trust Co
N/A—341,200-341,200-100%$8.0M———
Morgan Stanley
N/A—318,318-318,318-100%$7.4M———
Citadel Advisors LLC
N/A—304,021-304,021-100%$7.1M———
Franklin Resources Inc
N/A—259,324-259,324-100%$6.0M———
Empowered Funds, LLC
N/A—248,627-248,627-100%$5.8M———
Mariner, LLC
N/A—225,303-225,303-100%$5.3M———
Arrowstreet Capital, Limited Partnership
N/A—210,745-210,745-100%$4.9M———
Great Lakes Advisors, LLC
N/A—203,909-203,909-100%$4.8M———
Two Sigma Investments, LP
N/A—200,819-200,819-100%$4.7M———
Squarepoint Ops LLC
N/A—167,884-167,884-100%$3.9M———
Blair William & Co
N/A—163,228-163,228-100%$3.8M———
Siena Capital Partners GP, LLC
N/A—163,038-163,038-100%$3.8M———
EJF Capital LP
N/A—151,358-151,358-100%$3.5M———
UBS Group AG
N/A—147,223-147,223-100%$3.4M———
Victory Capital Management Inc
N/A—141,914-141,914-100%$3.3M———
Russell Investments Group, Ltd.
N/A—135,010-135,010-100%$3.1M———
Elizabeth Park Capital Advisors, Ltd.
N/A—129,457-129,457-100%$3.0M———
SEI Investments Co
N/A—117,666-117,666-100%$2.7M———
D. E. Shaw & Co., Inc.
N/A—114,326-114,326-100%$2.7M———
Curi Capital, LLC
N/A—100,505-100,505-100%$2.3M———
Swiss National Bank
N/A—100,400-100,400-100%$2.3M———
Mendon Capital Advisors Corp
N/A—100,000-100,000-100%$2.3M———
Fisher Asset Management, LLC
N/A—97,285-97,285-100%$2.3M———
First Trust Advisors LP
N/A—94,347-94,347-100%$2.2M———
Barclays PLC
N/A—87,603-87,603-100%$2.0M———
Invesco Ltd.
N/A—77,241-77,241-100%$1.8M———
UBS Asset Management Americas LLC
N/A—76,132-76,132-100%$1.8M———
Quantinno Capital Management LP
N/A—73,556-73,556-100%$1.7M———
Rhumbline Advisers
N/A—69,998-69,998-100%$1.6M———
HSBC Holdings PLC
N/A—66,312-66,312-100%$1.5M———
Bank of Montreal
N/A—64,272-64,272-100%$1.5M———
Martingale Asset Management L P
N/A—61,224-61,224-100%$1.4M———
Campbell & Co Investment Adviser LLC
N/A—54,037-54,037-100%$1.3M———
ExodusPoint Capital Management, LP
N/A—53,769-53,769-100%$1.3M———
California State Teachers Retirement System
N/A—51,243-51,243-100%$1.2M———
Deutsche Bank Ag\
N/A—51,034-51,034-100%$1.2M———
Susquehanna Fundamental Investments, LLC
N/A—50,693-50,693-100%$1.2M———
IEQ Capital, LLC
N/A—50,309-50,309-100%$1.2M———
Price T Rowe Associates Inc
N/A—46,957-46,957-100%$1.1M———
HighTower Advisors, LLC
N/A—43,563-43,563-100%$1.0M———
Wells Fargo & Company
N/A—42,857-42,857-100%$999.4K———
Legal & General Group Plc
N/A—40,578-40,578-100%$946.3K———
FMR LLC
N/A—39,922-39,922-100%$931.0K———
Vanguard Asset Management, Ltd
N/A—38,777-38,777-100%$904.3K———
Aquatic Capital Management LLC
N/A—37,700-37,700-100%$879.2K———
Hunter Perkins Capital Management, LLC
N/A—34,889-34,889-100%$814———
GSA Capital Partners LLP
N/A—34,819-34,819-100%$812.0K———
Sanctuary Advisors, LLC
N/A—33,909-33,909-100%$790.8K———
Rothschild Investment LLC
N/A—32,819-32,819-100%$765.3K———
Rafferty Asset Management, LLC
N/A—32,388-32,388-100%$755.3K———
Vanguard Global Advisers, LLC
N/A—31,893-31,893-100%$743.7K———
State of Wisconsin Investment Board
N/A—30,528-30,528-100%$711.9K———
Royal Bank of Canada
N/A—30,051-30,051-100%$701.0K———
MetLife Investment Management, LLC
N/A—29,641-29,641-100%$691.2K———
Osaic Holdings, Inc.
N/A—27,233-27,233-100%$635.1K———
Jupiter Topco LLC
N/A—26,232-26,232-100%$612.4K———
Envestnet Asset Management Inc
N/A—24,612-24,612-100%$573.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—23,389-23,389-100%$545.4K———
Renaissance Technologies LLC
N/A—21,221-21,221-100%$494.9K———
Mercer Global Advisors Inc
N/A—20,591-20,591-100%$480.2K———
Savant Capital, LLC
N/A—20,218-20,218-100%$439.6K———
Nicolet Bankshares Inc
N/A—20,210-20,210-100%$469.3K———
Raymond James Financial Inc
N/A—19,309-19,309-100%$450.3K———
New York State Common Retirement Fund
N/A—18,766-18,766-100%$437.6K———
BNP Paribas Financial Markets
N/A—18,727-18,727-100%$436.7K———
Ameriprise Financial Inc
N/A—17,570-17,570-100%$409.7K———
Public Employees Retirement Association of Colorado
N/A—17,258-17,258-100%$402.0K———
Federated Hermes, Inc.
N/A—17,223-17,223-100%$401.7K———
Cetera Investment Advisers
N/A—15,802-15,802-100%$368.5K———
Police & Firemen's Retirement System of New Jersey
N/A—14,232-14,232-100%$331.9K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—14,193-14,193-100%$331.0K———
Captrust Financial Advisors
N/A—13,309-13,309-100%$310.4K———
State Board of Administration of Florida Retirement System
N/A—12,390-12,390-100%$288.9K———
Black Maple Capital Management LP
N/A—12,000-12,000-100%$279.8K———
Arax Advisory Partners
N/A—11,778-11,778-100%$274.7K———
Virtu Financial LLC
N/A—11,758-11,758-100%$274.0K———
Stratos Wealth Partners, Ltd.
N/A—11,663-11,663-100%$272.0K———
Caldwell Sutter Capital, Inc.
N/A—11,000-11,000-100%$256.5K———
SG Americas Securities, LLC
N/A—10,863-10,863-100%$253.0K———
KLP Kapitalforvaltning AS
N/A—10,700-10,700-100%$249.5K———
Voya Investment Management LLC
N/A—10,636-10,636-100%$248.0K———
Intech Investment Management LLC
N/A—10,560-10,560-100%$246.3K———
Cerity Partners LLC
N/A—10,472-10,472-100%$244.2K———
Vanguard Investments Australia, Ltd.
N/A—10,395-10,395-100%$242.4K———
Verity Wealth Advisors
N/A—8,815-8,815-100%$205.6K———
NewEdge Advisors, LLC
N/A—8,660-8,660-100%$202.0K———
Bartlett & Co. Wealth Management LLC
N/A—6,320-6,320-100%$147.4K———
Canada Life Assurance Co
N/A—5,637-5,637-100%$131.0K———
Ameritas Investment Partners, Inc.
N/A—4,314-4,314-100%$100.6K———
Tower Research Capital LLC (TRC)
N/A—2,934-2,934-100%$68.4K———
Harbour Investments, Inc.
N/A—1,347-1,347-100%$31.4K———
Jones Financial Companies Lllp
N/A—1,053-1,053-100%$24.6K———
Allworth Financial LP
N/A—566-566-100%$13.2K———
Northwestern Mutual Wealth Management Co
N/A—400-400-100%$9.3K———
LOS Angeles Capital Management LLC
N/A—369-369-100%$8.6K———
PNC Financial Services Group, Inc.
N/A—297-297-100%$6.9K———
Huntington National Bank
N/A—288-288-100%$6.7K———
Clearstead Advisors, LLC
N/A—211-211-100%$4.9K———
Danske Bank A/S
N/A—200-200-100%$4.7K———
Optiver Holding B.V.
N/A—178-178-100%$4.2K———
Quarry LP
N/A—163-163-100%$3.8K———
Smartleaf Asset Management LLC
N/A—159-159-100%$3.7K———
Rockefeller Capital Management L.P.
N/A—123-123-100%$2.9K———
Keating Financial Advisory Services, Inc.
N/A—76-76-100%$1.8K———
Bruce G. Allen Investments, LLC
N/A—49-49-100%$1.1K———
Zions Bancorporation, National Association
N/A—5-5-100%$117———
Showing 195 of 195 institutions