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Ooma Inc (OOMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MacKenzie Financial Corp
INCREASED
Shares815,582 from 348,010
Change+467,572 (+134%)
Value$16.7M (+$10.0M)
Filed 2026-11-02
Geode Capital Management, LLC
DECREASED
Shares631,211 from 639,444
Change-8,233 (-1%)
Value$12.9M (+$605.4K)
Filed 2026-11-06
Aberdeen Group plc
NEW
Shares458,086
Change+458,086
Value$39.1M
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares426,663 from 417,723
Change+8,940 (+2%)
Value$8.7M (+$689.8K)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares260,500 from 263,400
Change-2,900 (-1%)
Value$5.3M (+$259.5K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares196,902 from 191,175
Change+5,727 (+3%)
Value$4.0M (+$348.3K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares179,290 from 169,007
Change+10,283 (+6%)
Value$3.7M (+$438.0K)
Filed 2026-11-06
Perkins Capital Management Inc
UNCHANGED
Shares176,970 from 176,970
Change0 (0%)
Value$3.6M (+$214.1K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares143,298 from 18,754
Change+124,544 (+664%)
Value$2.9M (+$2.6M)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares120,777 from 120,444
Change+333 (+0%)
Value$2.5M (+$152.5K)
Filed 2026-11-05
Inspire Investing, LLC
DECREASED
Shares111,390 from 130,464
Change-19,074 (-15%)
Value$2.3M (-$231.8K)
Filed 2026-10-22
Barclays PLC
DECREASED
Shares98,795 from 102,530
Change-3,735 (-4%)
Value$2.0M (+$47.8K)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares89,108 from 151,552
Change-62,444 (-41%)
Value$1.8M (-$1.1M)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$1.2M (+$72.6K)
Filed 2026-10-27
Principal Financial Group Inc
NEW
Shares52,845
Change+52,845
Value$1.1M
Filed 2026-11-02
Counterpoint Mutual Funds LLC
NEW
Shares48,029
Change+48,029
Value$981.2K
Filed 2026-10-16
Strs Ohio
INCREASED
Shares43,500 from 38,800
Change+4,700 (+12%)
Value$888.7K (+$143.0K)
Filed 2026-10-30
LSV Asset Management
DECREASED
Shares41,000 from 55,600
Change-14,600 (-26%)
Value$838 (-$1.1M)
Filed 2026-11-06
Sigma Planning Corp
NEW
Shares30,000
Change+30,000
Value$612.9K
Filed 2026-10-23
AlphaCore Capital LLC
DECREASED
Shares25,699 from 26,584
Change-885 (-3%)
Value$525.0K (+$14.1K)
Filed 2026-11-04
Amundi
DECREASED
Shares23,799 from 30,923
Change-7,124 (-23%)
Value$486.2K (-$108.1K)
Filed 2026-11-06
Jackson Creek Investment Advisors LLC
NEW
Shares23,182
Change+23,182
Value$474
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares22,375 from 25,523
Change-3,148 (-12%)
Value$457.1K (-$33.4K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares16,700 from 17,700
Change-1,000 (-6%)
Value$341.2K (+$987)
Filed 2026-10-13
Simplicity Wealth,LLC
NEW
Shares13,691
Change+13,691
Value$279.7K
Filed 2026-10-23
Davenport & Co LLC
NEW
Shares13,194
Change+13,194
Value$269.6K
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares10,988 from 10,761
Change+227 (+2%)
Value$220.9K (+$3.7K)
Filed 2026-10-13
Independent Financial Group, LLC
NEW
Shares10,880
Change+10,880
Value$222.3K
Filed 2026-10-13
Essential Partners LLC
INCREASED
Shares10,286 from 8,106
Change+2,180 (+27%)
Value$210.1K (+$54.3K)
Filed 2026-10-14
State of Wyoming
DECREASED
Shares7,228 from 26,944
Change-19,716 (-73%)
Value$147.7K (-$370.2K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares7,002 from 14,872
Change-7,870 (-53%)
Value$143.1K (-$142.8K)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares4,482 from 4,434
Change+48 (+1%)
Value$91 (-$85.9K)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares4,015 from 3,985
Change+30 (+1%)
Value$82.0K (+$5.4K)
Filed 2026-10-02
CFG Wealth Management Services, Inc.
NEW
Shares3,570
Change+3,570
Value$74.1K
Filed 2026-10-21
USA Financial Formulas
NEW
Shares2,357
Change+2,357
Value$48.2K
Filed 2026-10-16
New York State Teachers Retirement System
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$47 (-$44.0K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$34.9K (+$2.1K)
Filed 2026-10-20
State of Alaska, Department of Revenue
NEW
Shares1,311
Change+1,311
Value$26
Filed 2026-10-15
Sterling Capital Management LLC
INCREASED
Shares843 from 90
Change+753 (+837%)
Value$17.2K (+$15.5K)
Filed 2026-10-22
CoreCap Advisors, LLC
NEW
Shares717
Change+717
Value$14.6K
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares657 from 664
Change-7 (-1%)
Value$13.4K (+$660)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$11.9K ($0)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares523 from 338
Change+185 (+55%)
Value$10.7K (+$4.2K)
Filed 2026-10-23
Private Wealth Management Group, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$8.1K (+$482)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares364 from 338
Change+26 (+8%)
Value$7.4K (+$941)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares254 from 250
Change+4 (+2%)
Value$5.2K (+$384)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares145 from 80
Change+65 (+81%)
Value$3.0K (+$1.4K)
Filed 2026-10-08
Marquette Asset Management, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$2.8K (+$168)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares121 from 139
Change-18 (-13%)
Value$2.5K (-$200)
Filed 2026-11-03
True Wealth Design, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$2.2K (+$130)
Filed 2026-10-13
Armstrong Advisory Group, Inc
NEW
Shares100
Change+100
Value$2.0K
Filed 2026-10-09
Root Financial Partners, LLC
NEW
Shares81
Change+81
Value$1.7K
Filed 2026-10-21
Torren Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$633 (+$37)
Filed 2026-10-29
Zions Bancorporation, National Association
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$613 (+$36)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares28 from 124
Change-96 (-77%)
Value$572 (-$1.8K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
NEW
Shares22
Change+22
Value$449
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$449 (+$26)
Filed 2026-10-16
SBI Securities Co., Ltd.
NEW
Shares17
Change+17
Value$347
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$144 (+$9)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$143 (+$8)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$143 (+$8)
Filed 2026-11-05
James T. Borello RIA
NEW
Shares2
Change+2
Value$41
Filed 2026-10-16
Herald Investment Management Ltd
CLOSED
Shares0 from 150,000
Change-150,000 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-05
Simplex Trading, LLC
CLOSED
Shares0 from 26,257
Change-26,257 (-100%)
Value$0 (-$504.7K)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 3,590,063
Change-3,590,063 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,067,921
Change-1,067,921 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,048,896
Change-1,048,896 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 903,242
Change-903,242 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 891,750
Change-891,750 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 776,003
Change-776,003 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 641,350
Change-641,350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 565,222
Change-565,222 (-100%)
Value—
State Street Corp
N/A
Shares— from 559,995
Change-559,995 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 530,300
Change-530,300 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 377,590
Change-377,590 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 263,825
Change-263,825 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 232,102
Change-232,102 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 231,848
Change-231,848 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 220,363
Change-220,363 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 212,996
Change-212,996 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 212,078
Change-212,078 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 203,631
Change-203,631 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 194,921
Change-194,921 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 191,849
Change-191,849 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 184,883
Change-184,883 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 182,792
Change-182,792 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 177,039
Change-177,039 (-100%)
Value—
Norges Bank
N/A
Shares— from 176,500
Change-176,500 (-100%)
Value—
AWM Investment Company, Inc.
N/A
Shares— from 173,820
Change-173,820 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 140,575
Change-140,575 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 119,654
Change-119,654 (-100%)
Value—
UBS Group AG
N/A
Shares— from 103,372
Change-103,372 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 97,558
Change-97,558 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 80,001
Change-80,001 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 78,848
Change-78,848 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 78,786
Change-78,786 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 74,738
Change-74,738 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 72,557
Change-72,557 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 72,537
Change-72,537 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 69,780
Change-69,780 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 64,736
Change-64,736 (-100%)
Value—
Informed Momentum Co LLC
N/A
Shares— from 63,562
Change-63,562 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 61,533
Change-61,533 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 57,100
Change-57,100 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 54,745
Change-54,745 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 53,170
Change-53,170 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 52,651
Change-52,651 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 50,087
Change-50,087 (-100%)
Value—
Man Group plc
N/A
Shares— from 45,702
Change-45,702 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 43,687
Change-43,687 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 42,645
Change-42,645 (-100%)
Value—
FMR LLC
N/A
Shares— from 38,623
Change-38,623 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 38,419
Change-38,419 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 37,269
Change-37,269 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 35,478
Change-35,478 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 33,717
Change-33,717 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 32,810
Change-32,810 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,173
Change-32,173 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 31,168
Change-31,168 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 29,021
Change-29,021 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 28,290
Change-28,290 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 26,368
Change-26,368 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 26,084
Change-26,084 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 25,710
Change-25,710 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 25,655
Change-25,655 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 25,641
Change-25,641 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 23,365
Change-23,365 (-100%)
Value—
Boston Partners
N/A
Shares— from 22,410
Change-22,410 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,121
Change-22,121 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 21,871
Change-21,871 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 21,117
Change-21,117 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 21,039
Change-21,039 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 19,226
Change-19,226 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 15,133
Change-15,133 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 15,124
Change-15,124 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 14,324
Change-14,324 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 13,925
Change-13,925 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 13,035
Change-13,035 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 11,641
Change-11,641 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 11,618
Change-11,618 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,765
Change-6,765 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 585
Change-585 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 464
Change-464 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 354
Change-354 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 277
Change-277 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 114
Change-114 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 94
Change-94 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 56
Change-56 (-100%)
Value—
Quarry LP
N/A
Shares— from 35
Change-35 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6
Change-6 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
MacKenzie Financial Corp
INCREASED815,582348,010+467,572+134%$6.7M$16.7M+$10.0M2026-11-02
Geode Capital Management, LLC
DECREASED631,211639,444-8,233-1%$12.3M$12.9M+$605.4K2026-11-06
Aberdeen Group plc
NEW458,086—+458,086——$39.1M—2026-11-06
Dimensional Fund Advisors LP
INCREASED426,663417,723+8,940+2%$8.0M$8.7M+$689.8K2026-11-04
Swedbank AB
DECREASED260,500263,400-2,900-1%$5.1M$5.3M+$259.5K2026-10-27
Creative Planning
INCREASED196,902191,175+5,727+3%$3.7M$4.0M+$348.3K2026-11-02
Russell Investments Group, Ltd.
INCREASED179,290169,007+10,283+6%$3.3M$3.7M+$438.0K2026-11-06
Perkins Capital Management Inc
UNCHANGED176,970176,97000%$3.4M$3.6M+$214.1K2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED143,29818,754+124,544+664%$360.5K$2.9M+$2.6M2026-10-16
Bank of New York Mellon Corp
INCREASED120,777120,444+333+0%$2.3M$2.5M+$152.5K2026-11-05
Inspire Investing, LLC
DECREASED111,390130,464-19,074-15%$2.5M$2.3M-$231.8K2026-10-22
Barclays PLC
DECREASED98,795102,530-3,735-4%$2.0M$2.0M+$47.8K2026-11-06
Assenagon Asset Management S.A.
DECREASED89,108151,552-62,444-41%$2.9M$1.8M-$1.1M2026-10-15
North Star Investment Management Corp.
UNCHANGED60,00060,00000%$1.2M$1.2M+$72.6K2026-10-27
Principal Financial Group Inc
NEW52,845—+52,845——$1.1M—2026-11-02
Counterpoint Mutual Funds LLC
NEW48,029—+48,029——$981.2K—2026-10-16
Strs Ohio
INCREASED43,50038,800+4,700+12%$745.7K$888.7K+$143.0K2026-10-30
LSV Asset Management
DECREASED41,00055,600-14,600-26%$1.1M$838-$1.1M2026-11-06
Sigma Planning Corp
NEW30,000—+30,000——$612.9K—2026-10-23
AlphaCore Capital LLC
DECREASED25,69926,584-885-3%$510.9K$525.0K+$14.1K2026-11-04
Amundi
DECREASED23,79930,923-7,124-23%$594.3K$486.2K-$108.1K2026-11-06
Jackson Creek Investment Advisors LLC
NEW23,182—+23,182——$474—2026-11-04
Deutsche Bank Ag\
DECREASED22,37525,523-3,148-12%$490.6K$457.1K-$33.4K2026-11-06
Bailard, Inc.
DECREASED16,70017,700-1,000-6%$340.2K$341.2K+$9872026-10-13
Simplicity Wealth,LLC
NEW13,691—+13,691——$279.7K—2026-10-23
Davenport & Co LLC
NEW13,194—+13,194——$269.6K—2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED10,98810,761+227+2%$217.2K$220.9K+$3.7K2026-10-13
Independent Financial Group, LLC
NEW10,880—+10,880——$222.3K—2026-10-13
Essential Partners LLC
INCREASED10,2868,106+2,180+27%$155.8K$210.1K+$54.3K2026-10-14
State of Wyoming
DECREASED7,22826,944-19,716-73%$517.9K$147.7K-$370.2K2026-10-28
Citigroup Inc
DECREASED7,00214,872-7,870-53%$285.8K$143.1K-$142.8K2026-11-04
Covestor Ltd
INCREASED4,4824,434+48+1%$86.0K$91-$85.9K2026-10-30
Versant Capital Management, Inc
INCREASED4,0153,985+30+1%$76.6K$82.0K+$5.4K2026-10-02
CFG Wealth Management Services, Inc.
NEW3,570—+3,570——$74.1K—2026-10-21
USA Financial Formulas
NEW2,357—+2,357——$48.2K—2026-10-16
New York State Teachers Retirement System
UNCHANGED2,2882,28800%$44.0K$47-$44.0K2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED1,7091,70900%$32.8K$34.9K+$2.1K2026-10-20
State of Alaska, Department of Revenue
NEW1,311—+1,311——$26—2026-10-15
Sterling Capital Management LLC
INCREASED84390+753+837%$1.7K$17.2K+$15.5K2026-10-22
CoreCap Advisors, LLC
NEW717—+717——$14.6K—2026-10-08
PNC Financial Services Group, Inc.
DECREASED657664-7-1%$12.8K$13.4K+$6602026-11-06
Allworth Financial LP
UNCHANGED61761700%$11.9K$11.9K$02026-11-06
Signaturefd, LLC
INCREASED523338+185+55%$6.5K$10.7K+$4.2K2026-10-23
Private Wealth Management Group, LLC
UNCHANGED39839800%$7.7K$8.1K+$4822026-10-19
Gamma Investing LLC
INCREASED364338+26+8%$6.5K$7.4K+$9412026-10-08
EverSource Wealth Advisors, LLC
INCREASED254250+4+2%$4.8K$5.2K+$3842026-11-04
Farther Finance Advisors, LLC
INCREASED14580+65+81%$1.5K$3.0K+$1.4K2026-10-08
Marquette Asset Management, LLC
UNCHANGED13913900%$2.7K$2.8K+$1682026-10-09
Parallel Advisors, LLC
DECREASED121139-18-13%$2.7K$2.5K-$2002026-11-03
True Wealth Design, LLC
UNCHANGED10710700%$2.1K$2.2K+$1302026-10-13
Armstrong Advisory Group, Inc
NEW100—+100——$2.0K—2026-10-09
Root Financial Partners, LLC
NEW81—+81——$1.7K—2026-10-21
Torren Management, LLC
UNCHANGED313100%$596$633+$372026-10-29
Zions Bancorporation, National Association
UNCHANGED303000%$577$613+$362026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED28124-96-77%$2.4K$572-$1.8K2026-10-05
Provenance Wealth Advisors, LLC
NEW22—+22——$449—2026-10-30
IFP Advisors, Inc
UNCHANGED222200%$423$449+$262026-10-16
SBI Securities Co., Ltd.
NEW17—+17——$347—2026-10-22
SJS Investment Consulting Inc.
UNCHANGED7700%$135$144+$92026-10-26
Fortitude Family Office, LLC
UNCHANGED7700%$135$143+$82026-10-14
Larson Financial Group LLC
UNCHANGED7700%$135$143+$82026-11-05
James T. Borello RIA
NEW2—+2——$41—2026-10-16
Herald Investment Management Ltd
CLOSED0150,000-150,000-100%$2.9M$0-$2.9M2026-10-05
Simplex Trading, LLC
CLOSED026,257-26,257-100%$504.7K$0-$504.7K2026-11-04
BlackRock, Inc.
N/A—3,590,063-3,590,063-100%$69.0M———
Vanguard Capital Management LLC
N/A—1,067,921-1,067,921-100%$20.5M———
Acadian Asset Management LLC
N/A—1,048,896-1,048,896-100%$20.1M———
Goldman Sachs Group Inc
N/A—903,242-903,242-100%$17.4M———
Morgan Stanley
N/A—891,750-891,750-100%$17.1M———
Renaissance Technologies LLC
N/A—776,003-776,003-100%$14.9M———
Arrowstreet Capital, Limited Partnership
N/A—641,350-641,350-100%$12.3M———
JPMorgan Chase & Co
N/A—565,222-565,222-100%$11.0M———
State Street Corp
N/A—559,995-559,995-100%$10.8M———
Hillsdale Investment Management Inc.
N/A—530,300-530,300-100%$10.2M———
Vanguard Portfolio Management LLC
N/A—377,590-377,590-100%$7.3M———
Nuveen, LLC
N/A—263,825-263,825-100%$5.1M———
Lazard Asset Management LLC
N/A—232,102-232,102-100%$4.5M———
Two Sigma Investments, LP
N/A—231,848-231,848-100%$4.5M———
Globeflex Capital L P
N/A—220,363-220,363-100%$4.2M———
Northern Trust Corp
N/A—212,996-212,996-100%$4.1M———
Jacobs Levy Equity Management, Inc
N/A—212,078-212,078-100%$4.1M———
Marshall Wace, LLP
N/A—203,631-203,631-100%$3.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—194,921-194,921-100%$3.7M———
AQR Capital Management LLC
N/A—191,849-191,849-100%$3.7M———
BNP Paribas Financial Markets
N/A—184,883-184,883-100%$3.6M———
Vanguard Fiduciary Trust Co
N/A—182,792-182,792-100%$3.5M———
Segall Bryant & Hamill, LLC
N/A—177,039-177,039-100%$3.4M———
Norges Bank
N/A—176,500-176,500-100%$3.4M———
AWM Investment Company, Inc.
N/A—173,820-173,820-100%$3.3M———
Nano Cap New Millennium Growth Fund L P
N/A—155,000-155,000-100%$3.0M———
Charles Schwab Investment Management Inc
N/A—140,575-140,575-100%$2.7M———
Quantinno Capital Management LP
N/A—119,654-119,654-100%$2.3M———
UBS Group AG
N/A—103,372-103,372-100%$2.0M———
SEI Investments Co
N/A—97,558-97,558-100%$1.9M———
Campbell & Co Investment Adviser LLC
N/A—80,001-80,001-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—78,848-78,848-100%$1.5M———
Occudo Quantitative Strategies LP
N/A—78,786-78,786-100%$1.5M———
Cornerstone Capital, Inc.
N/A—75,000-75,000-100%$1.4M———
Bank of America Corp
N/A—74,738-74,738-100%$1.4M———
HSBC Holdings PLC
N/A—72,557-72,557-100%$1.4M———
Susquehanna International Group, LLP
N/A—72,537-72,537-100%$1.4M———
Ameriprise Financial Inc
N/A—69,780-69,780-100%$1.3M———
Point72 Asset Management, L.P.
N/A—64,736-64,736-100%$1.2M———
Informed Momentum Co LLC
N/A—63,562-63,562-100%$1.2M———
Jane Street Group, LLC
N/A—61,533-61,533-100%$1.2M———
Bridgeway Capital Management, LLC
N/A—57,100-57,100-100%$1.1M———
Walleye Capital LLC
N/A—54,745-54,745-100%$1.1M———
Magnetar Financial LLC
N/A—53,170-53,170-100%$1.0M———
American Century Companies Inc
N/A—52,651-52,651-100%$1.0M———
Voya Investment Management LLC
N/A—50,087-50,087-100%$962.7K———
Man Group plc
N/A—45,702-45,702-100%$878.4K———
Wells Fargo & Company
N/A—43,687-43,687-100%$839.7K———
Numerai GP LLC
N/A—42,645-42,645-100%$819.6K———
FMR LLC
N/A—38,623-38,623-100%$742.3K———
Invesco Ltd.
N/A—38,419-38,419-100%$738.4K———
Franklin Resources Inc
N/A—37,269-37,269-100%$716.3K———
Aquatic Capital Management LLC
N/A—35,478-35,478-100%$681.9K———
Martingale Asset Management L P
N/A—33,717-33,717-100%$648.0K———
Verdad Advisers, LP
N/A—32,810-32,810-100%$630.6K———
Citadel Advisors LLC
N/A—32,173-32,173-100%$618.4K———
Rhumbline Advisers
N/A—31,168-31,168-100%$599.0K———
Bard Associates Inc
N/A—29,021-29,021-100%$557.8K———
Susquehanna Fundamental Investments, LLC
N/A—28,585-28,585-100%$549.4K———
Alliancebernstein L.P.
N/A—28,290-28,290-100%$411.6K———
GSA Capital Partners LLP
N/A—26,368-26,368-100%$507.0K———
Integrated Quantitative Investments LLC
N/A—26,084-26,084-100%$501.3K———
Engineers Gate Manager LP
N/A—25,710-25,710-100%$494.1K———
Schonfeld Strategic Advisors LLC
N/A—25,655-25,655-100%$493.1K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—25,641-25,641-100%$492.8K———
Horizon Investment Services, LLC
N/A—23,365-23,365-100%$449.1K———
Boston Partners
N/A—22,410-22,410-100%$430.7K———
Mercer Global Advisors Inc
N/A—22,121-22,121-100%$425.2K———
SG Americas Securities, LLC
N/A—21,871-21,871-100%$420.0K———
Quantbot Technologies LP
N/A—21,364-21,364-100%$410.6K———
Price T Rowe Associates Inc
N/A—21,117-21,117-100%$406.0K———
Polen Capital Management LLC
N/A—21,039-21,039-100%$404.4K———
Millennium Management LLC
N/A—20,108-20,108-100%$386.5K———
Quadrature Capital Ltd
N/A—19,226-19,226-100%$369.5K———
MetLife Investment Management, LLC
N/A—15,133-15,133-100%$290.9K———
Jump Financial, LLC
N/A—15,124-15,124-100%$290.7K———
Cornerstone Investment Partners, LLC
N/A—14,324-14,324-100%$275.3K———
Mangrove Partners IM, LLC
N/A—13,925-13,925-100%$267.6K———
Rothschild Wealth LLC
N/A—13,853-13,853-100%$266.3K———
Vanguard Global Advisers, LLC
N/A—13,453-13,453-100%$258.6K———
Semanteon Capital Management, LP
N/A—13,035-13,035-100%$250.5K———
Squarepoint Ops LLC
N/A—12,679-12,679-100%$243.7K———
Graham Capital Management, L.P.
N/A—12,579-12,579-100%$241.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,841-11,841-100%$227.6K———
nVerses Capital, LLC
N/A—11,641-11,641-100%$223.7K———
PDT Partners, LLC
N/A—11,618-11,618-100%$223.3K———
Brevan Howard Capital Management LP
N/A—11,190-11,190-100%$215.1K———
Mariner, LLC
N/A—10,633-10,633-100%$204.4K———
Canada Pension Plan Investment Board
N/A—10,600-10,600-100%$203.7K———
Inceptionr LLC
N/A—10,025-10,025-100%$192.7K———
Virtus Advisers, LLC
N/A—9,177-9,177-100%$176.4K———
Osaic Holdings, Inc.
N/A—8,085-8,085-100%$155.4K———
New York State Common Retirement Fund
N/A—7,203-7,203-100%$138.4K———
Police & Firemen's Retirement System of New Jersey
N/A—6,765-6,765-100%$130.0K———
Royal Bank of Canada
N/A—5,376-5,376-100%$103.0K———
UBS Asset Management Americas LLC
N/A—4,765-4,765-100%$91.6K———
Arax Advisory Partners
N/A—4,062-4,062-100%$78.1K———
Legal & General Group Plc
N/A—2,623-2,623-100%$50.4K———
Ameritas Investment Partners, Inc.
N/A—2,353-2,353-100%$45.2K———
NewEdge Advisors, LLC
N/A—1,881-1,881-100%$36.2K———
Federated Hermes, Inc.
N/A—1,547-1,547-100%$29.7K———
Tower Research Capital LLC (TRC)
N/A—1,492-1,492-100%$28.7K———
Smartleaf Asset Management LLC
N/A—709-709-100%$13.8K———
WealthCollab, LLC
N/A—708-708-100%$13.6K———
Mcguire Capital Advisors Inc
N/A—585-585-100%$11.2K———
Group One Trading LLC
N/A—543-543-100%$10.4K———
Harbour Investments, Inc.
N/A—464-464-100%$8.9K———
California State Teachers Retirement System
N/A—354-354-100%$6.8K———
Jones Financial Companies Lllp
N/A—277-277-100%$5.1K———
Rothschild Investment LLC
N/A—198-198-100%$3.8K———
Johnson Financial Group, Inc.
N/A—138-138-100%$2.7K———
Picton Mahoney Asset Management
N/A—114-114-100%$2.2K———
Advisors Asset Management, Inc.
N/A—100-100-100%$1.9K———
JPL Wealth Management, LLC
N/A—97-97-100%$1.9K———
Optiver Holding B.V.
N/A—94-94-100%$1.8K———
C M Bidwell & Associates LTD
N/A—56-56-100%$1.1K———
Quarry LP
N/A—35-35-100%$673———
Basecamp Wealth Advisors LLC
N/A—19-19-100%$365———
National Bank of Canada
N/A—6-6-100%$115———
Huntington National Bank
N/A—1-1-100%$19———
Showing 184 of 184 institutions