Oncology Institute Inc (TOI)

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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Geode Capital Management, LLC

INCREASED

Shares2,111,736 from 1,899,998

Change+211,738 (+11%)

Value$13.3M (+$3.0M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares181,971 from 176,949

Change+5,022 (+3%)

Value$1.2M (+$189.2K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares141,507 from 109,925

Change+31,582 (+29%)

Value$894.3K (+$297.4K)

Filed 2026-11-02

Kingswood Wealth Advisors, LLC

INCREASED

Shares136,401 from 121,900

Change+14,501 (+12%)

Value$862.1K (+$200.1K)

Filed 2026-10-23

State of Wyoming

INCREASED

Shares78,644 from 72,882

Change+5,762 (+8%)

Value$497.0K (+$101.3K)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

NEW

Shares72,861

Change+72,861

Value$450.3K

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares66,573 from 75,937

Change-9,364 (-12%)

Value$420.7K (+$8.4K)

Filed 2026-11-06

T3 Companies, LLC

DECREASED

Shares64,500 from 80,000

Change-15,500 (-19%)

Value$407.6K (-$26.8K)

Filed 2026-10-22

Allspring Global Investments Holdings, LLC

INCREASED

Shares53,391 from 51,282

Change+2,109 (+4%)

Value$331.8K (+$53.4K)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares29,437 from 33,929

Change-4,492 (-13%)

Value$186.0K (+$1.8K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares20,600 from 20,260

Change+340 (+2%)

Value$130.2K (+$20.2K)

Filed 2026-11-06

Berkshire Money Management, Inc.

NEW

Shares20,220

Change+20,220

Value$127.8K

Filed 2026-10-21

Granite Investment Partners, LLC

INCREASED

Shares18,218 from 18,148

Change+70 (+0%)

Value$115.1K (+$16.6K)

Filed 2026-11-04

Pekin Hardy Strauss, Inc.

DECREASED

Shares18,000 from 32,000

Change-14,000 (-44%)

Value$113.8K (-$60.0K)

Filed 2026-11-02

Jefferies Financial Group Inc.

NEW

Shares17,445

Change+17,445

Value$110.3K

Filed 2026-11-05

Caitong International Asset Management Co., Ltd

INCREASED

Shares14,893 from 11,061

Change+3,832 (+35%)

Value$94.1K (+$34.1K)

Filed 2026-10-29

Fermata Advisors, LLC

DECREASED

Shares12,675 from 12,800

Change-125 (-1%)

Value$80.1K (+$10.6K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares11,685 from 24,892

Change-13,207 (-53%)

Value$73.8K (-$61.3K)

Filed 2026-11-06

AMG National Trust Bank

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$63.2K (+$8.9K)

Filed 2026-11-05

State of Alaska, Department of Revenue

NEW

Shares4,960

Change+4,960

Value$31

Filed 2026-10-15

Citigroup Inc

DECREASED

Shares3,780 from 35,747

Change-31,967 (-89%)

Value$23.9K (-$170.2K)

Filed 2026-11-04

Miller Wealth Advisors, LLC

UNCHANGED

Shares2,820 from 2,820

Change0 (0%)

Value$17.8K (+$2.5K)

Filed 2026-11-02

Sterling Capital Management LLC

INCREASED

Shares2,281 from 567

Change+1,714 (+302%)

Value$14.4K (+$11.3K)

Filed 2026-10-22

Summit Securities Group LLC

NEW

Shares1,992

Change+1,992

Value$12.6K

Filed 2026-11-05

Parallel Advisors, LLC

NEW

Shares1,300

Change+1,300

Value$8.2K

Filed 2026-11-03

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1,219 from 1,219

Change0 (0%)

Value$8 (+$1)

Filed 2026-10-27

SBI Securities Co., Ltd.

DECREASED

Shares1,195 from 1,600

Change-405 (-25%)

Value$7.6K (-$1.1K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares938 from 938

Change0 (0%)

Value$5.1K ($0)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares625 from 625

Change0 (0%)

Value$4.0K (+$556)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$3.2K (+$445)

Filed 2026-10-16

Gamma Investing LLC

INCREASED

Shares381 from 63

Change+318 (+505%)

Value$2.4K (+$2.1K)

Filed 2026-10-08

US Bancorp \de\

INCREASED

Shares345 from 57

Change+288 (+505%)

Value$2.2K (+$1.9K)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares56

Change+56

Value$353

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares51

Change+51

Value$322

Filed 2026-10-21

Hughes Financial Services, LLC

INCREASED

Shares47 from 16

Change+31 (+194%)

Value$313 (+$226)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares15 from 7

Change+8 (+114%)

Value$95 (+$57)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$88 (+$12)

Filed 2026-11-04

CenterBook Partners LP

CLOSED

Shares0 from 1,241,660

Change-1,241,660 (-100%)

Value$0 (-$6.7M)

Filed 2026-11-02

Inspire Investing, LLC

CLOSED

Shares0 from 424,008

Change-424,008 (-100%)

Value$0 (-$2.3M)

Filed 2026-10-22

R Squared Ltd

CLOSED

Shares0 from 11,482

Change-11,482 (-100%)

Value$0 (-$62.3K)

Filed 2026-11-06

ProShare Advisors LLC

CLOSED

Shares0 from 10,026

Change-10,026 (-100%)

Value$0 (-$54.4K)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 4,749,030

Change-4,749,030 (-100%)

Value—

Deerfield Management Company, L.P.

N/A

Shares— from 3,360,052

Change-3,360,052 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,265,531

Change-3,265,531 (-100%)

Value—

Josh Arnold Investment Consultant, LLC

N/A

Shares— from 2,464,359

Change-2,464,359 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,735,337

Change-1,735,337 (-100%)

Value—

Wexford Capital LP

N/A

Shares— from 1,711,323

Change-1,711,323 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,552,917

Change-1,552,917 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 1,408,720

Change-1,408,720 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,365,913

Change-1,365,913 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 1,222,498

Change-1,222,498 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,007,037

Change-1,007,037 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 894,101

Change-894,101 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 852,163

Change-852,163 (-100%)

Value—

BRC Group Holdings, Inc.

N/A

Shares— from 742,593

Change-742,593 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 710,888

Change-710,888 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 668,839

Change-668,839 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 591,534

Change-591,534 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 567,001

Change-567,001 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 502,049

Change-502,049 (-100%)

Value—

FourWorld Capital Management LLC

N/A

Shares— from 499,196

Change-499,196 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 450,000

Change-450,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 445,832

Change-445,832 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 409,348

Change-409,348 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 391,997

Change-391,997 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 342,166

Change-342,166 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 263,147

Change-263,147 (-100%)

Value—

Mount Lucas Management LP

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 233,379

Change-233,379 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 226,007

Change-226,007 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 188,467

Change-188,467 (-100%)

Value—

Dauntless Investment Group, LLC

N/A

Shares— from 163,570

Change-163,570 (-100%)

Value—

UBS Group AG

N/A

Shares— from 153,273

Change-153,273 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 135,085

Change-135,085 (-100%)

Value—

Panoramic Capital, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 98,727

Change-98,727 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 96,875

Change-96,875 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 89,415

Change-89,415 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 85,838

Change-85,838 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 85,618

Change-85,618 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 78,510

Change-78,510 (-100%)

Value—

FMR LLC

N/A

Shares— from 78,107

Change-78,107 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 72,862

Change-72,862 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 71,400

Change-71,400 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 70,192

Change-70,192 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 61,750

Change-61,750 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 48,597

Change-48,597 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 46,402

Change-46,402 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 45,850

Change-45,850 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 44,972

Change-44,972 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 35,111

Change-35,111 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 33,935

Change-33,935 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 33,644

Change-33,644 (-100%)

Value—

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.

N/A

Shares— from 29,534

Change-29,534 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 29,213

Change-29,213 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 28,874

Change-28,874 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 27,627

Change-27,627 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 26,825

Change-26,825 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 26,111

Change-26,111 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 23,327

Change-23,327 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 22,460

Change-22,460 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 22,177

Change-22,177 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,461

Change-21,461 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 20,531

Change-20,531 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 20,530

Change-20,530 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 18,800

Change-18,800 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 17,900

Change-17,900 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 15,145

Change-15,145 (-100%)

Value—

Blackhawk Capital Partners, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

FreeGulliver LLC

N/A

Shares— from 12,350

Change-12,350 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 12,342

Change-12,342 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,768

Change-11,768 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 11,400

Change-11,400 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,300

Change-10,300 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 8,592

Change-8,592 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 7,497

Change-7,497 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6,681

Change-6,681 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,026

Change-6,026 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,322

Change-3,322 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 956

Change-956 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 578

Change-578 (-100%)

Value—

Quarry LP

N/A

Shares— from 155

Change-155 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	2,111,736	1,899,998	+211,738	+11%	$10.3M	$13.3M	+$3.0M	2026-11-06
Bank of New York Mellon Corp	INCREASED	181,971	176,949	+5,022	+3%	$960.8K	$1.2M	+$189.2K	2026-11-05
Creative Planning	INCREASED	141,507	109,925	+31,582	+29%	$596.9K	$894.3K	+$297.4K	2026-11-02
Kingswood Wealth Advisors, LLC	INCREASED	136,401	121,900	+14,501	+12%	$661.9K	$862.1K	+$200.1K	2026-10-23
State of Wyoming	INCREASED	78,644	72,882	+5,762	+8%	$395.7K	$497.0K	+$101.3K	2026-10-28
Wealth Enhancement Advisory Services, LLC	NEW	72,861	—	+72,861	—	—	$450.3K	—	2026-10-13
Deutsche Bank Ag\	DECREASED	66,573	75,937	-9,364	-12%	$412.3K	$420.7K	+$8.4K	2026-11-06
T3 Companies, LLC	DECREASED	64,500	80,000	-15,500	-19%	$434.4K	$407.6K	-$26.8K	2026-10-22
Allspring Global Investments Holdings, LLC	INCREASED	53,391	51,282	+2,109	+4%	$278.5K	$331.8K	+$53.4K	2026-11-04
Barclays PLC	DECREASED	29,437	33,929	-4,492	-13%	$184.2K	$186.0K	+$1.8K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	20,600	20,260	+340	+2%	$110.0K	$130.2K	+$20.2K	2026-11-06
Berkshire Money Management, Inc.	NEW	20,220	—	+20,220	—	—	$127.8K	—	2026-10-21
Granite Investment Partners, LLC	INCREASED	18,218	18,148	+70	+0%	$98.5K	$115.1K	+$16.6K	2026-11-04
Pekin Hardy Strauss, Inc.	DECREASED	18,000	32,000	-14,000	-44%	$173.8K	$113.8K	-$60.0K	2026-11-02
Jefferies Financial Group Inc.	NEW	17,445	—	+17,445	—	—	$110.3K	—	2026-11-05
Caitong International Asset Management Co., Ltd	INCREASED	14,893	11,061	+3,832	+35%	$60.1K	$94.1K	+$34.1K	2026-10-29
Fermata Advisors, LLC	DECREASED	12,675	12,800	-125	-1%	$69.5K	$80.1K	+$10.6K	2026-10-13
LPL Financial LLC	DECREASED	11,685	24,892	-13,207	-53%	$135.2K	$73.8K	-$61.3K	2026-11-06
AMG National Trust Bank	UNCHANGED	10,000	10,000	0	0%	$54.3K	$63.2K	+$8.9K	2026-11-05
State of Alaska, Department of Revenue	NEW	4,960	—	+4,960	—	—	$31	—	2026-10-15
Citigroup Inc	DECREASED	3,780	35,747	-31,967	-89%	$194.1K	$23.9K	-$170.2K	2026-11-04
Miller Wealth Advisors, LLC	UNCHANGED	2,820	2,820	0	0%	$15.3K	$17.8K	+$2.5K	2026-11-02
Sterling Capital Management LLC	INCREASED	2,281	567	+1,714	+302%	$3.1K	$14.4K	+$11.3K	2026-10-22
Summit Securities Group LLC	NEW	1,992	—	+1,992	—	—	$12.6K	—	2026-11-05
Parallel Advisors, LLC	NEW	1,300	—	+1,300	—	—	$8.2K	—	2026-11-03
Capital Advisors, Ltd. LLC	UNCHANGED	1,219	1,219	0	0%	$7	$8	+$1	2026-10-27
SBI Securities Co., Ltd.	DECREASED	1,195	1,600	-405	-25%	$8.7K	$7.6K	-$1.1K	2026-10-22
Allworth Financial LP	UNCHANGED	938	938	0	0%	$5.1K	$5.1K	$0	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	625	625	0	0%	$3.4K	$4.0K	+$556	2026-11-06
IFP Advisors, Inc	UNCHANGED	500	500	0	0%	$2.7K	$3.2K	+$445	2026-10-16
Gamma Investing LLC	INCREASED	381	63	+318	+505%	$342	$2.4K	+$2.1K	2026-10-08
US Bancorp \de\	INCREASED	345	57	+288	+505%	$310	$2.2K	+$1.9K	2026-11-05
Ascentis Wealth Management, LLC	NEW	56	—	+56	—	—	$353	—	2026-11-03
Root Financial Partners, LLC	NEW	51	—	+51	—	—	$322	—	2026-10-21
Hughes Financial Services, LLC	INCREASED	47	16	+31	+194%	$87	$313	+$226	2026-10-30
Farther Finance Advisors, LLC	INCREASED	15	7	+8	+114%	$38	$95	+$57	2026-10-08
EverSource Wealth Advisors, LLC	UNCHANGED	14	14	0	0%	$76	$88	+$12	2026-11-04
CenterBook Partners LP	CLOSED	0	1,241,660	-1,241,660	-100%	$6.7M	$0	-$6.7M	2026-11-02
Inspire Investing, LLC	CLOSED	0	424,008	-424,008	-100%	$2.3M	$0	-$2.3M	2026-10-22
R Squared Ltd	CLOSED	0	11,482	-11,482	-100%	$62.3K	$0	-$62.3K	2026-11-06
ProShare Advisors LLC	CLOSED	0	10,026	-10,026	-100%	$54.4K	$0	-$54.4K	2026-10-29
BlackRock, Inc.	N/A	—	4,749,030	-4,749,030	-100%	$25.8M	—	—	—
Deerfield Management Company, L.P.	N/A	—	3,360,052	-3,360,052	-100%	$18.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,265,531	-3,265,531	-100%	$17.7M	—	—	—
Josh Arnold Investment Consultant, LLC	N/A	—	2,464,359	-2,464,359	-100%	$13.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,735,337	-1,735,337	-100%	$9.4M	—	—	—
Wexford Capital LP	N/A	—	1,711,323	-1,711,323	-100%	$9.3M	—	—	—
State Street Corp	N/A	—	1,552,917	-1,552,917	-100%	$8.4M	—	—	—
Nuveen, LLC	N/A	—	1,408,720	-1,408,720	-100%	$7.6M	—	—	—
Renaissance Technologies LLC	N/A	—	1,365,913	-1,365,913	-100%	$7.4M	—	—	—
Marshall Wace, LLP	N/A	—	1,222,498	-1,222,498	-100%	$6.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,007,037	-1,007,037	-100%	$5.5M	—	—	—
Citadel Advisors LLC	N/A	—	894,101	-894,101	-100%	$4.9M	—	—	—
Jane Street Group, LLC	N/A	—	852,163	-852,163	-100%	$4.6M	—	—	—
BRC Group Holdings, Inc.	N/A	—	742,593	-742,593	-100%	$4.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	710,888	-710,888	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	668,839	-668,839	-100%	$3.6M	—	—	—
Northern Trust Corp	N/A	—	591,534	-591,534	-100%	$3.2M	—	—	—
Acadian Asset Management LLC	N/A	—	567,001	-567,001	-100%	$3.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	502,049	-502,049	-100%	$2.7M	—	—	—
FourWorld Capital Management LLC	N/A	—	499,196	-499,196	-100%	$2.7M	—	—	—
Manatuck Hill Partners, LLC	N/A	—	450,000	-450,000	-100%	$2.4M	—	—	—
Walleye Capital LLC	N/A	—	445,832	-445,832	-100%	$2.4M	—	—	—
JPMorgan Chase & Co	N/A	—	409,348	-409,348	-100%	$2.3M	—	—	—
Bank of America Corp	N/A	—	391,997	-391,997	-100%	$2.1M	—	—	—
Invesco Ltd.	N/A	—	342,166	-342,166	-100%	$1.9M	—	—	—
Formula Growth LTD	N/A	—	300,000	-300,000	-100%	$1.6M	—	—	—
SG Americas Securities, LLC	N/A	—	263,147	-263,147	-100%	$1.4M	—	—	—
Mount Lucas Management LP	N/A	—	250,000	-250,000	-100%	$1.4M	—	—	—
Boothbay Fund Management, LLC	N/A	—	233,379	-233,379	-100%	$1.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	226,007	-226,007	-100%	$1.2M	—	—	—
Informed Momentum Co LLC	N/A	—	188,467	-188,467	-100%	$1.0M	—	—	—
Dauntless Investment Group, LLC	N/A	—	163,570	-163,570	-100%	$888.2K	—	—	—
UBS Group AG	N/A	—	153,273	-153,273	-100%	$832.3K	—	—	—
Morgan Stanley	N/A	—	135,085	-135,085	-100%	$733.5K	—	—	—
Panoramic Capital, LLC	N/A	—	100,000	-100,000	-100%	$543.0K	—	—	—
GSA Capital Partners LLP	N/A	—	98,727	-98,727	-100%	$536.0K	—	—	—
Millennium Management LLC	N/A	—	96,875	-96,875	-100%	$526.0K	—	—	—
Cetera Investment Advisers	N/A	—	89,415	-89,415	-100%	$485.5K	—	—	—
HighTower Advisors, LLC	N/A	—	85,838	-85,838	-100%	$466.1K	—	—	—
White Pine Capital LLC	N/A	—	85,618	-85,618	-100%	$464.9K	—	—	—
Wells Fargo & Company	N/A	—	78,510	-78,510	-100%	$426.3K	—	—	—
FMR LLC	N/A	—	78,107	-78,107	-100%	$424.1K	—	—	—
Squarepoint Ops LLC	N/A	—	72,862	-72,862	-100%	$395.6K	—	—	—
Alliancebernstein L.P.	N/A	—	71,400	-71,400	-100%	$219.2K	—	—	—
Fielder Capital Group LLC	N/A	—	70,192	-70,192	-100%	$381.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	61,750	-61,750	-100%	$336.0K	—	—	—
AQR Capital Management LLC	N/A	—	48,597	-48,597	-100%	$263.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	46,402	-46,402	-100%	$252.0K	—	—	—
Private Advisor Group, LLC	N/A	—	45,850	-45,850	-100%	$249.0K	—	—	—
EntryPoint Capital, LLC	N/A	—	44,972	-44,972	-100%	$244.2K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	36,000	-36,000	-100%	$195.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	35,111	-35,111	-100%	$190.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	33,935	-33,935	-100%	$184.3K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	33,644	-33,644	-100%	$182.7K	—	—	—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	N/A	—	29,534	-29,534	-100%	$160.4K	—	—	—
Arax Advisory Partners	N/A	—	29,213	-29,213	-100%	$158.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	28,874	-28,874	-100%	$156.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	27,627	-27,627	-100%	$150.0K	—	—	—
Prudential Financial Inc	N/A	—	26,825	-26,825	-100%	$145.7K	—	—	—
Globeflex Capital L P	N/A	—	26,111	-26,111	-100%	$141.8K	—	—	—
Royal Bank of Canada	N/A	—	23,327	-23,327	-100%	$128.0K	—	—	—
AXQ Capital, LP	N/A	—	22,460	-22,460	-100%	$122.0K	—	—	—
Franklin Resources Inc	N/A	—	22,177	-22,177	-100%	$120.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	21,461	-21,461	-100%	$116.5K	—	—	—
Intech Investment Management LLC	N/A	—	20,531	-20,531	-100%	$111.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	20,530	-20,530	-100%	$111.5K	—	—	—
Winton Group Ltd	N/A	—	18,800	-18,800	-100%	$102.1K	—	—	—
New York State Common Retirement Fund	N/A	—	17,900	-17,900	-100%	$97.2K	—	—	—
Voya Investment Management LLC	N/A	—	15,145	-15,145	-100%	$82.2K	—	—	—
Blackhawk Capital Partners, LLC	N/A	—	15,000	-15,000	-100%	$81.5K	—	—	—
FreeGulliver LLC	N/A	—	12,350	-12,350	-100%	$67.1K	—	—	—
Engineers Gate Manager LP	N/A	—	12,342	-12,342	-100%	$67.0K	—	—	—
Jump Financial, LLC	N/A	—	12,300	-12,300	-100%	$66.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,768	-11,768	-100%	$63.9K	—	—	—
Wealthspire Advisors, LLC	N/A	—	11,400	-11,400	-100%	$61.9K	—	—	—
Ameriprise Financial Inc	N/A	—	10,300	-10,300	-100%	$55.9K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	8,592	-8,592	-100%	$46.7K	—	—	—
Legal & General Group Plc	N/A	—	7,497	-7,497	-100%	$40.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6,681	-6,681	-100%	$36.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,026	-6,026	-100%	$32.7K	—	—	—
Federated Hermes, Inc.	N/A	—	3,322	-3,322	-100%	$18.0K	—	—	—
California State Teachers Retirement System	N/A	—	1,055	-1,055	-100%	$5.7K	—	—	—
Bessemer Group Inc	N/A	—	956	-956	-100%	$5	—	—	—
Jones Financial Companies Lllp	N/A	—	578	-578	-100%	$3.1K	—	—	—
Quarry LP	N/A	—	155	-155	-100%	$842	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	2	-2	-100%	$11	—	—	—

Showing 127 of 127 institutions