Open Lending Corp (LPRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Allworth Financial LP

UNCHANGED

Shares1,585 from 1,585

Change0 (0%)

Value$4.9K ($0)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares42 from 64

Change-22 (-34%)

Value$88 (-$111)

Filed 2026-10-16

True Wind Capital Management, L.P.

CLOSED

Shares0 from 7,545,144

Change-7,545,144 (-100%)

Value$0 (-$23.5M)

Filed 2026-10-27

Wasatch Advisors LP

CLOSED

Shares0 from 4,871,864

Change-4,871,864 (-100%)

Value$0 (-$15.2M)

Filed 2026-10-13

LB Partners LLC

CLOSED

Shares0 from 4,850,841

Change-4,850,841 (-100%)

Value$0 (-$15.1M)

Filed 2026-11-05

Geode Capital Management, LLC

CLOSED

Shares0 from 2,620,108

Change-2,620,108 (-100%)

Value$0 (-$8.2M)

Filed 2026-11-06

Transmarket Holdings LP

CLOSED

Shares0 from 1,872,899

Change-1,872,899 (-100%)

Value$0 (-$5.8M)

Filed 2026-10-27

First Trust Capital Management L.P.

CLOSED

Shares0 from 1,707,309

Change-1,707,309 (-100%)

Value$0 (-$5.3M)

Filed 2026-11-06

ABC Arbitrage SA

CLOSED

Shares0 from 450,304

Change-450,304 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-23

Dimensional Fund Advisors LP

CLOSED

Shares0 from 370,382

Change-370,382 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-04

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 352,773

Change-352,773 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-21

Bank of New York Mellon Corp

CLOSED

Shares0 from 320,559

Change-320,559 (-100%)

Value$0 (-$996.9K)

Filed 2026-11-05

Texas Capital Bank Wealth Management Services Inc

CLOSED

Shares0 from 287,075

Change-287,075 (-100%)

Value$0 (-$892.8K)

Filed 2026-11-09

Kestra Advisory Services, LLC

CLOSED

Shares0 from 198,477

Change-198,477 (-100%)

Value$0 (-$617.3K)

Filed 2026-11-02

Cetera Trust Company, N.a

CLOSED

Shares0 from 114,000

Change-114,000 (-100%)

Value$0 (-$354.5K)

Filed 2026-11-09

Russell Investments Group, Ltd.

CLOSED

Shares0 from 112,375

Change-112,375 (-100%)

Value$0 (-$349.5K)

Filed 2026-11-06

Deutsche Bank Ag\

CLOSED

Shares0 from 102,056

Change-102,056 (-100%)

Value$0 (-$317.4K)

Filed 2026-11-06

Truist Financial Corp

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$311.0K)

Filed 2026-10-30

Exchange Traded Concepts, LLC

CLOSED

Shares0 from 87,102

Change-87,102 (-100%)

Value$0 (-$270.9K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 70,100

Change-70,100 (-100%)

Value$0 (-$218.0K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 59,331

Change-59,331 (-100%)

Value$0 (-$185.1K)

Filed 2026-10-13

Citigroup Inc

CLOSED

Shares0 from 48,451

Change-48,451 (-100%)

Value$0 (-$150.7K)

Filed 2026-11-04

AJ Advisors, LLC

CLOSED

Shares0 from 46,418

Change-46,418 (-100%)

Value$0 (-$144.4K)

Filed 2026-10-29

Squarepoint Ops LLC

CLOSED

Shares0 from 44,936

Change-44,936 (-100%)

Value$0 (-$139.8K)

Filed 2026-11-09

Creative Planning

CLOSED

Shares0 from 40,372

Change-40,372 (-100%)

Value$0 (-$125.6K)

Filed 2026-11-02

Barclays PLC

CLOSED

Shares0 from 38,113

Change-38,113 (-100%)

Value$0 (-$118.5K)

Filed 2026-11-06

State of Alaska, Department of Revenue

CLOSED

Shares0 from 29,739

Change-29,739 (-100%)

Value$0 (-$92.0K)

Filed 2026-10-15

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 24,933

Change-24,933 (-100%)

Value$0 (-$77.5K)

Filed 2026-11-09

Intech Investment Management LLC

CLOSED

Shares0 from 24,854

Change-24,854 (-100%)

Value$0 (-$77.3K)

Filed 2026-11-09

Alberta Investment Management Corp

CLOSED

Shares0 from 23,676

Change-23,676 (-100%)

Value$0 (-$73.6K)

Filed 2026-11-09

Harrell Investment Partners, LLC

CLOSED

Shares0 from 22,404

Change-22,404 (-100%)

Value$0 (-$69.7K)

Filed 2026-10-15

R Squared Ltd

CLOSED

Shares0 from 21,617

Change-21,617 (-100%)

Value$0 (-$67.2K)

Filed 2026-11-06

Merit Financial Group, LLC

CLOSED

Shares0 from 18,665

Change-18,665 (-100%)

Value$0 (-$58.0K)

Filed 2026-11-06

D.A. Davidson & Co.

CLOSED

Shares0 from 18,182

Change-18,182 (-100%)

Value$0 (-$56.5K)

Filed 2026-10-28

Austin Wealth Management, LLC

CLOSED

Shares0 from 15,550

Change-15,550 (-100%)

Value$0 (-$48.8K)

Filed 2026-11-06

ProShare Advisors LLC

CLOSED

Shares0 from 13,684

Change-13,684 (-100%)

Value$0 (-$42.6K)

Filed 2026-10-29

Brighton Jones LLC

CLOSED

Shares0 from 10,879

Change-10,879 (-100%)

Value$0 (-$33.8K)

Filed 2026-11-03

StoneX Group Inc.

CLOSED

Shares0 from 10,709

Change-10,709 (-100%)

Value$0 (-$24.4K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 2,992

Change-2,992 (-100%)

Value$0 (-$9.3K)

Filed 2026-11-04

Essential Partners LLC

CLOSED

Shares0 from 2,991

Change-2,991 (-100%)

Value$0 (-$9.3K)

Filed 2026-10-14

True Wealth Design, LLC

CLOSED

Shares0 from 2,646

Change-2,646 (-100%)

Value$0 (-$8.2K)

Filed 2026-10-13

Sterling Capital Management LLC

CLOSED

Shares0 from 1,536

Change-1,536 (-100%)

Value$0 (-$4.8K)

Filed 2026-10-22

Fortitude Family Office, LLC

CLOSED

Shares0 from 652

Change-652 (-100%)

Value$0 (-$2.0K)

Filed 2026-10-14

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 456

Change-456 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-20

Gamma Investing LLC

CLOSED

Shares0 from 339

Change-339 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-08

Farther Finance Advisors, LLC

CLOSED

Shares0 from 320

Change-320 (-100%)

Value$0 (-$996)

Filed 2026-10-08

Community Bank, N.A.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$620)

Filed 2026-11-06

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 170

Change-170 (-100%)

Value$0 (-$529)

Filed 2026-11-06

SJS Investment Consulting Inc.

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$84)

Filed 2026-10-26

Clearstead Advisors, LLC

CLOSED

Shares0 from 19

Change-19 (-100%)

Value$0 (-$60)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$25)

Filed 2026-10-29

BlackRock, Inc.

N/A

Shares— from 7,884,831

Change-7,884,831 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 4,970,430

Change-4,970,430 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 4,402,022

Change-4,402,022 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 3,266,939

Change-3,266,939 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 3,049,160

Change-3,049,160 (-100%)

Value—

Glazer Capital, LLC

N/A

Shares— from 2,790,724

Change-2,790,724 (-100%)

Value—

Meteora Capital, LLC

N/A

Shares— from 2,609,000

Change-2,609,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,248,183

Change-2,248,183 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,855,014

Change-1,855,014 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 1,811,530

Change-1,811,530 (-100%)

Value—

Veradace Capital Management LLC

N/A

Shares— from 1,558,213

Change-1,558,213 (-100%)

Value—

Omers Administration Corp

N/A

Shares— from 1,285,600

Change-1,285,600 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 1,200,140

Change-1,200,140 (-100%)

Value—

Groupe la Francaise

N/A

Shares— from 1,080,000

Change-1,080,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 1,033,905

Change-1,033,905 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,020,074

Change-1,020,074 (-100%)

Value—

Carmignac Gestion

N/A

Shares— from 960,179

Change-960,179 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 907,950

Change-907,950 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 905,831

Change-905,831 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 872,719

Change-872,719 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 826,192

Change-826,192 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 824,173

Change-824,173 (-100%)

Value—

Gabelli & Co Investment Advisers, Inc.

N/A

Shares— from 772,958

Change-772,958 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 757,460

Change-757,460 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 741,625

Change-741,625 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 720,000

Change-720,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 716,565

Change-716,565 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 699,029

Change-699,029 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 604,999

Change-604,999 (-100%)

Value—

Oxford Asset Management LLP

N/A

Shares— from 473,428

Change-473,428 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 414,201

Change-414,201 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 326,568

Change-326,568 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 287,744

Change-287,744 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 257,725

Change-257,725 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 230,152

Change-230,152 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 229,949

Change-229,949 (-100%)

Value—

Portolan Capital Management, LLC

N/A

Shares— from 182,803

Change-182,803 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 167,454

Change-167,454 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 166,491

Change-166,491 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 160,355

Change-160,355 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 144,700

Change-144,700 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 142,187

Change-142,187 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 126,928

Change-126,928 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 120,700

Change-120,700 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 117,545

Change-117,545 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 114,136

Change-114,136 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 112,867

Change-112,867 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 100,413

Change-100,413 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 91,228

Change-91,228 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 88,700

Change-88,700 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 85,795

Change-85,795 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 75,496

Change-75,496 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 75,427

Change-75,427 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 68,800

Change-68,800 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 63,439

Change-63,439 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 61,912

Change-61,912 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 61,360

Change-61,360 (-100%)

Value—

B & T Capital Management DBA Alpha Capital Management

N/A

Shares— from 55,375

Change-55,375 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 48,121

Change-48,121 (-100%)

Value—

CSS LLC

N/A

Shares— from 48,000

Change-48,000 (-100%)

Value—

Gilbert & Cook, Inc.

N/A

Shares— from 46,396

Change-46,396 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 45,457

Change-45,457 (-100%)

Value—

UBS Group AG

N/A

Shares— from 41,936

Change-41,936 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 38,516

Change-38,516 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 31,764

Change-31,764 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,100

Change-29,100 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 29,042

Change-29,042 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 28,413

Change-28,413 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 27,838

Change-27,838 (-100%)

Value—

Custos Family Office, LLC

N/A

Shares— from 25,876

Change-25,876 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 23,140

Change-23,140 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 22,377

Change-22,377 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,883

Change-21,883 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 20,832

Change-20,832 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 18,874

Change-18,874 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 18,255

Change-18,255 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 17,999

Change-17,999 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,626

Change-17,626 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 14,619

Change-14,619 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 13,995

Change-13,995 (-100%)

Value—

Alethea Capital Management, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 11,785

Change-11,785 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 11,621

Change-11,621 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 11,175

Change-11,175 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 10,612

Change-10,612 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 9,892

Change-9,892 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,957

Change-5,957 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,589

Change-5,589 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 2,862

Change-2,862 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,417

Change-1,417 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 283

Change-283 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 270

Change-270 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 242

Change-242 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3

Change-3 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Allworth Financial LP	UNCHANGED	1,585	1,585	0	0%	$4.9K	$4.9K	$0	2026-11-06
IFP Advisors, Inc	DECREASED	42	64	-22	-34%	$199	$88	-$111	2026-10-16
True Wind Capital Management, L.P.	CLOSED	0	7,545,144	-7,545,144	-100%	$23.5M	$0	-$23.5M	2026-10-27
Wasatch Advisors LP	CLOSED	0	4,871,864	-4,871,864	-100%	$15.2M	$0	-$15.2M	2026-10-13
LB Partners LLC	CLOSED	0	4,850,841	-4,850,841	-100%	$15.1M	$0	-$15.1M	2026-11-05
Geode Capital Management, LLC	CLOSED	0	2,620,108	-2,620,108	-100%	$8.2M	$0	-$8.2M	2026-11-06
Transmarket Holdings LP	CLOSED	0	1,872,899	-1,872,899	-100%	$5.8M	$0	-$5.8M	2026-10-27
First Trust Capital Management L.P.	CLOSED	0	1,707,309	-1,707,309	-100%	$5.3M	$0	-$5.3M	2026-11-06
ABC Arbitrage SA	CLOSED	0	450,304	-450,304	-100%	$1.4M	$0	-$1.4M	2026-10-23
Dimensional Fund Advisors LP	CLOSED	0	370,382	-370,382	-100%	$1.2M	$0	-$1.2M	2026-11-04
Axxcess Wealth Management, LLC	CLOSED	0	352,773	-352,773	-100%	$1.1M	$0	-$1.1M	2026-10-21
Bank of New York Mellon Corp	CLOSED	0	320,559	-320,559	-100%	$996.9K	$0	-$996.9K	2026-11-05
Texas Capital Bank Wealth Management Services Inc	CLOSED	0	287,075	-287,075	-100%	$892.8K	$0	-$892.8K	2026-11-09
Kestra Advisory Services, LLC	CLOSED	0	198,477	-198,477	-100%	$617.3K	$0	-$617.3K	2026-11-02
Cetera Trust Company, N.a	CLOSED	0	114,000	-114,000	-100%	$354.5K	$0	-$354.5K	2026-11-09
Russell Investments Group, Ltd.	CLOSED	0	112,375	-112,375	-100%	$349.5K	$0	-$349.5K	2026-11-06
Deutsche Bank Ag\	CLOSED	0	102,056	-102,056	-100%	$317.4K	$0	-$317.4K	2026-11-06
Truist Financial Corp	CLOSED	0	100,000	-100,000	-100%	$311.0K	$0	-$311.0K	2026-10-30
Exchange Traded Concepts, LLC	CLOSED	0	87,102	-87,102	-100%	$270.9K	$0	-$270.9K	2026-10-28
Commonwealth Equity Services, LLC	CLOSED	0	70,100	-70,100	-100%	$218.0K	$0	-$218.0K	2026-11-02
Wealth Enhancement Advisory Services, LLC	CLOSED	0	59,331	-59,331	-100%	$185.1K	$0	-$185.1K	2026-10-13
Citigroup Inc	CLOSED	0	48,451	-48,451	-100%	$150.7K	$0	-$150.7K	2026-11-04
AJ Advisors, LLC	CLOSED	0	46,418	-46,418	-100%	$144.4K	$0	-$144.4K	2026-10-29
Squarepoint Ops LLC	CLOSED	0	44,936	-44,936	-100%	$139.8K	$0	-$139.8K	2026-11-09
Creative Planning	CLOSED	0	40,372	-40,372	-100%	$125.6K	$0	-$125.6K	2026-11-02
Barclays PLC	CLOSED	0	38,113	-38,113	-100%	$118.5K	$0	-$118.5K	2026-11-06
State of Alaska, Department of Revenue	CLOSED	0	29,739	-29,739	-100%	$92.0K	$0	-$92.0K	2026-10-15
Police & Firemen's Retirement System of New Jersey	CLOSED	0	24,933	-24,933	-100%	$77.5K	$0	-$77.5K	2026-11-09
Intech Investment Management LLC	CLOSED	0	24,854	-24,854	-100%	$77.3K	$0	-$77.3K	2026-11-09
Alberta Investment Management Corp	CLOSED	0	23,676	-23,676	-100%	$73.6K	$0	-$73.6K	2026-11-09
Harrell Investment Partners, LLC	CLOSED	0	22,404	-22,404	-100%	$69.7K	$0	-$69.7K	2026-10-15
R Squared Ltd	CLOSED	0	21,617	-21,617	-100%	$67.2K	$0	-$67.2K	2026-11-06
Merit Financial Group, LLC	CLOSED	0	18,665	-18,665	-100%	$58.0K	$0	-$58.0K	2026-11-06
D.A. Davidson & Co.	CLOSED	0	18,182	-18,182	-100%	$56.5K	$0	-$56.5K	2026-10-28
Austin Wealth Management, LLC	CLOSED	0	15,550	-15,550	-100%	$48.8K	$0	-$48.8K	2026-11-06
ProShare Advisors LLC	CLOSED	0	13,684	-13,684	-100%	$42.6K	$0	-$42.6K	2026-10-29
Brighton Jones LLC	CLOSED	0	10,879	-10,879	-100%	$33.8K	$0	-$33.8K	2026-11-03
StoneX Group Inc.	CLOSED	0	10,709	-10,709	-100%	$24.4K	$0	-$24.4K	2026-11-03
EverSource Wealth Advisors, LLC	CLOSED	0	2,992	-2,992	-100%	$9.3K	$0	-$9.3K	2026-11-04
Essential Partners LLC	CLOSED	0	2,991	-2,991	-100%	$9.3K	$0	-$9.3K	2026-10-14
True Wealth Design, LLC	CLOSED	0	2,646	-2,646	-100%	$8.2K	$0	-$8.2K	2026-10-13
Sterling Capital Management LLC	CLOSED	0	1,536	-1,536	-100%	$4.8K	$0	-$4.8K	2026-10-22
Fortitude Family Office, LLC	CLOSED	0	652	-652	-100%	$2.0K	$0	-$2.0K	2026-10-14
Nisa Investment Advisors, LLC	CLOSED	0	456	-456	-100%	$1.4K	$0	-$1.4K	2026-10-20
Gamma Investing LLC	CLOSED	0	339	-339	-100%	$1.1K	$0	-$1.1K	2026-10-08
Farther Finance Advisors, LLC	CLOSED	0	320	-320	-100%	$996	$0	-$996	2026-10-08
Community Bank, N.A.	CLOSED	0	200	-200	-100%	$620	$0	-$620	2026-11-06
PNC Financial Services Group, Inc.	CLOSED	0	170	-170	-100%	$529	$0	-$529	2026-11-06
SJS Investment Consulting Inc.	CLOSED	0	27	-27	-100%	$84	$0	-$84	2026-10-26
Clearstead Advisors, LLC	CLOSED	0	19	-19	-100%	$60	$0	-$60	2026-11-06
Caitong International Asset Management Co., Ltd	CLOSED	0	8	-8	-100%	$25	$0	-$25	2026-10-29
BlackRock, Inc.	N/A	—	7,884,831	-7,884,831	-100%	$24.5M	—	—	—
Magnetar Financial LLC	N/A	—	4,970,430	-4,970,430	-100%	$15.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	4,402,022	-4,402,022	-100%	$13.7M	—	—	—
Ethos Financial Group, LLC	N/A	—	3,266,939	-3,266,939	-100%	$10.2M	—	—	—
Alliancebernstein L.P.	N/A	—	3,049,160	-3,049,160	-100%	$3.8M	—	—	—
Glazer Capital, LLC	N/A	—	2,790,724	-2,790,724	-100%	$8.7M	—	—	—
Meteora Capital, LLC	N/A	—	2,609,000	-2,609,000	-100%	$8.1M	—	—	—
State Street Corp	N/A	—	2,248,183	-2,248,183	-100%	$7.0M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,855,014	-1,855,014	-100%	$5.8M	—	—	—
Oddo BHF Asset Management SAS	N/A	—	1,811,530	-1,811,530	-100%	$5.6M	—	—	—
Veradace Capital Management LLC	N/A	—	1,558,213	-1,558,213	-100%	$4.8M	—	—	—
Omers Administration Corp	N/A	—	1,285,600	-1,285,600	-100%	$4.0M	—	—	—
Boothbay Fund Management, LLC	N/A	—	1,200,140	-1,200,140	-100%	$3.7M	—	—	—
Groupe la Francaise	N/A	—	1,080,000	-1,080,000	-100%	$3.4M	—	—	—
AQR Capital Management LLC	N/A	—	1,033,905	-1,033,905	-100%	$3.2M	—	—	—
Two Sigma Investments, LP	N/A	—	1,020,074	-1,020,074	-100%	$3.2M	—	—	—
Carmignac Gestion	N/A	—	960,179	-960,179	-100%	$3.0M	—	—	—
Gabelli Funds LLC	N/A	—	907,950	-907,950	-100%	$2.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	905,831	-905,831	-100%	$2.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	872,719	-872,719	-100%	$2.7M	—	—	—
Northern Trust Corp	N/A	—	826,192	-826,192	-100%	$2.6M	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	824,173	-824,173	-100%	$2.6M	—	—	—
Gabelli & Co Investment Advisers, Inc.	N/A	—	772,958	-772,958	-100%	$2.4M	—	—	—
LMR Partners LLP	N/A	—	757,460	-757,460	-100%	$2.4M	—	—	—
Renaissance Technologies LLC	N/A	—	741,625	-741,625	-100%	$2.3M	—	—	—
Credit Industriel ET Commercial	N/A	—	720,000	-720,000	-100%	$2.2M	—	—	—
Morgan Stanley	N/A	—	716,565	-716,565	-100%	$2.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	699,029	-699,029	-100%	$2.2M	—	—	—
GSA Capital Partners LLP	N/A	—	604,999	-604,999	-100%	$1.9M	—	—	—
Oxford Asset Management LLP	N/A	—	473,428	-473,428	-100%	$1.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	414,201	-414,201	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	326,568	-326,568	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	287,744	-287,744	-100%	$894.9K	—	—	—
XTX Topco Ltd	N/A	—	257,725	-257,725	-100%	$801.5K	—	—	—
Nuveen, LLC	N/A	—	230,152	-230,152	-100%	$715.8K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	229,949	-229,949	-100%	$715.1K	—	—	—
Portolan Capital Management, LLC	N/A	—	182,803	-182,803	-100%	$568.5K	—	—	—
IEQ Capital, LLC	N/A	—	167,454	-167,454	-100%	$520.8K	—	—	—
Invesco Ltd.	N/A	—	166,491	-166,491	-100%	$517.8K	—	—	—
Pathstone Holdings, LLC	N/A	—	160,355	-160,355	-100%	$498.7K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	144,700	-144,700	-100%	$450.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	142,187	-142,187	-100%	$442.2K	—	—	—
Rhumbline Advisers	N/A	—	126,928	-126,928	-100%	$394.7K	—	—	—
PenderFund Capital Management Ltd.	N/A	—	120,700	-120,700	-100%	$375.4K	—	—	—
Millennium Management LLC	N/A	—	117,545	-117,545	-100%	$365.6K	—	—	—
Empowered Funds, LLC	N/A	—	114,136	-114,136	-100%	$355.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	112,867	-112,867	-100%	$351.0K	—	—	—
Bank of America Corp	N/A	—	100,413	-100,413	-100%	$312.3K	—	—	—
Wells Fargo & Company	N/A	—	91,228	-91,228	-100%	$283.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	88,700	-88,700	-100%	$275.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	85,795	-85,795	-100%	$267.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	75,496	-75,496	-100%	$234.8K	—	—	—
SG Americas Securities, LLC	N/A	—	75,427	-75,427	-100%	$235.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	68,800	-68,800	-100%	$214.0K	—	—	—
American Century Companies Inc	N/A	—	63,439	-63,439	-100%	$197.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	61,912	-61,912	-100%	$192.5K	—	—	—
Mariner, LLC	N/A	—	61,360	-61,360	-100%	$190.8K	—	—	—
B & T Capital Management DBA Alpha Capital Management	N/A	—	55,375	-55,375	-100%	$172.2K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	48,121	-48,121	-100%	$149.7K	—	—	—
CSS LLC	N/A	—	48,000	-48,000	-100%	$149.3K	—	—	—
Gilbert & Cook, Inc.	N/A	—	46,396	-46,396	-100%	$144.3K	—	—	—
JPMorgan Chase & Co	N/A	—	45,457	-45,457	-100%	$141.8K	—	—	—
UBS Group AG	N/A	—	41,936	-41,936	-100%	$130.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	38,516	-38,516	-100%	$119.8K	—	—	—
Jain Global LLC	N/A	—	31,764	-31,764	-100%	$98.8K	—	—	—
Mercer Global Advisors Inc	N/A	—	29,100	-29,100	-100%	$90.5K	—	—	—
Cerity Partners LLC	N/A	—	29,042	-29,042	-100%	$90.3K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	28,413	-28,413	-100%	$88.4K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	27,838	-27,838	-100%	$86.6K	—	—	—
Custos Family Office, LLC	N/A	—	25,876	-25,876	-100%	$80.5K	—	—	—
New York State Common Retirement Fund	N/A	—	23,140	-23,140	-100%	$72.0K	—	—	—
Voya Investment Management LLC	N/A	—	22,377	-22,377	-100%	$69.6K	—	—	—
Raymond James Financial Inc	N/A	—	21,883	-21,883	-100%	$68.1K	—	—	—
Royal Bank of Canada	N/A	—	20,832	-20,832	-100%	$65.0K	—	—	—
HRT Financial LP	N/A	—	18,874	-18,874	-100%	$58	—	—	—
Prudential Financial Inc	N/A	—	18,255	-18,255	-100%	$56.8K	—	—	—
AXQ Capital, LP	N/A	—	17,999	-17,999	-100%	$56.0K	—	—	—
Captrust Financial Advisors	N/A	—	17,626	-17,626	-100%	$54.8K	—	—	—
Arax Advisory Partners	N/A	—	14,619	-14,619	-100%	$45.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	13,995	-13,995	-100%	$43.5K	—	—	—
Alethea Capital Management, LLC	N/A	—	12,000	-12,000	-100%	$37.3K	—	—	—
Victory Capital Management Inc	N/A	—	11,785	-11,785	-100%	$36.7K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	11,621	-11,621	-100%	$36.1K	—	—	—
Pallas Capital Advisors LLC	N/A	—	11,175	-11,175	-100%	$34.8K	—	—	—
Legal & General Group Plc	N/A	—	10,612	-10,612	-100%	$33.0K	—	—	—
Westwood Holdings Group Inc	N/A	—	10,000	-10,000	-100%	$31.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	9,892	-9,892	-100%	$30.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,957	-5,957	-100%	$18.5K	—	—	—
FMR LLC	N/A	—	5,589	-5,589	-100%	$17.4K	—	—	—
Group One Trading LLC	N/A	—	2,862	-2,862	-100%	$8.9K	—	—	—
California State Teachers Retirement System	N/A	—	1,417	-1,417	-100%	$4.4K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	283	-283	-100%	$880	—	—	—
Bogart Wealth, LLC	N/A	—	270	-270	-100%	$840	—	—	—
Rothschild Investment LLC	N/A	—	242	-242	-100%	$753	—	—	—
Osaic Holdings, Inc.	N/A	—	80	-80	-100%	$248	—	—	—
JPL Wealth Management, LLC	N/A	—	4	-4	-100%	$13	—	—	—
Quantbot Technologies LP	N/A	—	3	-3	-100%	$9	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$3	—	—	—

Showing 149 of 149 institutions