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Opera LTD (OPRA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Penn Capital Management Company, LLC
INCREASED
Shares894,543 from 765,767
Change+128,776 (+17%)
Value$15.8M (+$577.4K)
Filed 2026-11-04
Seizert Capital Partners, LLC
DECREASED
Shares250,665 from 257,538
Change-6,873 (-3%)
Value$4.4M (-$690.3K)
Filed 2026-10-30
Bastion Asset Management Inc.
DECREASED
Shares132,264 from 141,304
Change-9,040 (-6%)
Value$2.3M (-$352.0K)
Filed 2026-11-05
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares128,338 from 148,463
Change-20,125 (-14%)
Value$2.3M (-$682.7K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares127,307 from 122,934
Change+4,373 (+4%)
Value$2.2M (-$194.6K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares108,658 from 104,729
Change+3,929 (+4%)
Value$1.9M (-$162.2K)
Filed 2026-10-13
Cookson Peirce & Co Inc
NEW
Shares84,134
Change+84,134
Value$1.5M
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares77,737 from 68,066
Change+9,671 (+14%)
Value$1.4M (+$20.0K)
Filed 2026-11-06
Point Nemo Capital, LLC
INCREASED
Shares73,403 from 70,093
Change+3,310 (+5%)
Value$1.3M (-$96.6K)
Filed 2026-11-03
Samalin Investment Counsel, LLC
DECREASED
Shares70,833 from 76,622
Change-5,789 (-8%)
Value$1.2M (-$271.3K)
Filed 2026-10-23
Axxion S.A.
DECREASED
Shares57,928 from 60,761
Change-2,833 (-5%)
Value$1.0M (-$184.2K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares42,936
Change+42,936
Value$756.5K
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares34,409 from 18,683
Change+15,726 (+84%)
Value$606.3K (+$235.8K)
Filed 2026-10-14
Juncture Wealth Strategies, LLC
INCREASED
Shares32,476 from 25,879
Change+6,597 (+25%)
Value$572.2K (+$59.0K)
Filed 2026-10-06
Imc-Chicago, LLC
INCREASED
Shares29,295 from 19,758
Change+9,537 (+48%)
Value$516.2K (+$124.4K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares28,470 from 68,370
Change-39,900 (-58%)
Value$501.6K (-$854.2K)
Filed 2026-11-06
Geode Capital Management, LLC
UNCHANGED
Shares25,291 from 25,291
Change0 (0%)
Value$445.6K (-$55.9K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
DECREASED
Shares21,625 from 23,490
Change-1,865 (-8%)
Value$381.0K (-$70.0K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
DECREASED
Shares19,410 from 21,660
Change-2,250 (-10%)
Value$342.0K (-$87.5K)
Filed 2026-11-03
Mlp3, LLC
DECREASED
Shares16,551 from 61,154
Change-44,603 (-73%)
Value$291.6K (-$921.0K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$278.4K (-$34.9K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares15,524 from 15,224
Change+300 (+2%)
Value$273.5K (-$28.4K)
Filed 2026-10-15
Vest Financial, LLC
NEW
Shares14,363
Change+14,363
Value$253.1K
Filed 2026-10-21
Shaker Investments LLC
DECREASED
Shares11,541 from 11,625
Change-84 (-1%)
Value$203.4K (-$27.2K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares9,091
Change+9,091
Value$160.1K
Filed 2026-11-03
Gamma Investing LLC
INCREASED
Shares7,265 from 6,904
Change+361 (+5%)
Value$128.0K (-$8.9K)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares6,445 from 5,631
Change+814 (+14%)
Value$113.6K (+$1.9K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares4,163 from 4,163
Change0 (0%)
Value$73.4K (-$9.2K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares4,026 from 5,251
Change-1,225 (-23%)
Value$70.9K (-$33.2K)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares4,006 from 4,779
Change-773 (-16%)
Value$70.6K (-$24.2K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares2,248 from 2,945
Change-697 (-24%)
Value$39.6K (-$18.8K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares1,661 from 825
Change+836 (+101%)
Value$32.9K (+$16.6K)
Filed 2026-11-06
Caldwell Trust Co
DECREASED
Shares1,244 from 1,245
Change-1 (0%)
Value$21.9K (-$2.8K)
Filed 2026-10-30
Catalyst Capital Advisors LLC
DECREASED
Shares1,150 from 4,450
Change-3,300 (-74%)
Value$20.3K (-$68.0K)
Filed 2026-11-02
Adirondack Trust Co
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$10.9K (-$1.4K)
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares547 from 516
Change+31 (+6%)
Value$9.6K (-$594)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.8K (-$1.1K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$8.8K (-$1.1K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$5.3K (-$720)
Filed 2026-10-16
SJS Investment Consulting Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3.5K (-$442)
Filed 2026-10-26
Redwood Park Advisors LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$3.1K (-$389)
Filed 2026-11-02
Nisa Investment Advisors, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$2.7K (-$333)
Filed 2026-10-20
Hughes Financial Services, LLC
NEW
Shares70
Change+70
Value$1.2K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
NEW
Shares9
Change+9
Value$159
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares5
Change+5
Value$88
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$88 (-$11)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares3 from 109
Change-106 (-97%)
Value$46 (-$2.1K)
Filed 2026-10-15
Creative Planning
CLOSED
Shares0 from 11,273
Change-11,273 (-100%)
Value$0 (-$223.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 10,645
Change-10,645 (-100%)
Value$0 (-$211.0K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-04
Princeton Global Asset Management LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-21
Highline Wealth Partners LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$417)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$317)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$139)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$40)
Filed 2026-10-23
Tidal Investments LLC
N/A
Shares— from 2,335,061
Change-2,335,061 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,949,075
Change-1,949,075 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 1,566,185
Change-1,566,185 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 985,228
Change-985,228 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 836,410
Change-836,410 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 503,474
Change-503,474 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 494,178
Change-494,178 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 292,079
Change-292,079 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 280,444
Change-280,444 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 270,427
Change-270,427 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 252,037
Change-252,037 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 251,494
Change-251,494 (-100%)
Value—
G2 Investment Partners Management LLC
N/A
Shares— from 225,000
Change-225,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 192,932
Change-192,932 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 190,502
Change-190,502 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 187,929
Change-187,929 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 177,106
Change-177,106 (-100%)
Value—
UBS Group AG
N/A
Shares— from 163,574
Change-163,574 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 151,226
Change-151,226 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 145,664
Change-145,664 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 120,379
Change-120,379 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 98,310
Change-98,310 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 96,850
Change-96,850 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 94,701
Change-94,701 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 88,795
Change-88,795 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 80,867
Change-80,867 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 75,779
Change-75,779 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 72,608
Change-72,608 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 68,854
Change-68,854 (-100%)
Value—
&partners
N/A
Shares— from 64,080
Change-64,080 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 59,738
Change-59,738 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 53,650
Change-53,650 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 52,845
Change-52,845 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 45,043
Change-45,043 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 43,875
Change-43,875 (-100%)
Value—
Worth Venture Partners, LLC
N/A
Shares— from 41,905
Change-41,905 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 35,713
Change-35,713 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 30,300
Change-30,300 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,969
Change-27,969 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 26,729
Change-26,729 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 23,980
Change-23,980 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,954
Change-23,954 (-100%)
Value—
CDC Financial, Inc.
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,141
Change-23,141 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,185
Change-21,185 (-100%)
Value—
State Street Corp
N/A
Shares— from 19,419
Change-19,419 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 19,258
Change-19,258 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 18,822
Change-18,822 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,822
Change-18,822 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 16,763
Change-16,763 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 15,509
Change-15,509 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 12,602
Change-12,602 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,342
Change-12,342 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,055
Change-12,055 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 10,468
Change-10,468 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,029
Change-10,029 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,394
Change-7,394 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 367
Change-367 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Motco
N/A
Shares— from 200
Change-200 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 144
Change-144 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Quarry LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Penn Capital Management Company, LLC
INCREASED894,543765,767+128,776+17%$15.2M$15.8M+$577.4K2026-11-04
Seizert Capital Partners, LLC
DECREASED250,665257,538-6,873-3%$5.1M$4.4M-$690.3K2026-10-30
Bastion Asset Management Inc.
DECREASED132,264141,304-9,040-6%$2.6M$2.3M-$352.0K2026-11-05
Klein Pavlis & Peasley Financial, Inc.
DECREASED128,338148,463-20,125-14%$2.9M$2.3M-$682.7K2026-10-13
Kestra Advisory Services, LLC
INCREASED127,307122,934+4,373+4%$2.4M$2.2M-$194.6K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED108,658104,729+3,929+4%$2.1M$1.9M-$162.2K2026-10-13
Cookson Peirce & Co Inc
NEW84,134—+84,134——$1.5M—2026-10-30
Russell Investments Group, Ltd.
INCREASED77,73768,066+9,671+14%$1.3M$1.4M+$20.0K2026-11-06
Point Nemo Capital, LLC
INCREASED73,40370,093+3,310+5%$1.4M$1.3M-$96.6K2026-11-03
Samalin Investment Counsel, LLC
DECREASED70,83376,622-5,789-8%$1.5M$1.2M-$271.3K2026-10-23
Axxion S.A.
DECREASED57,92860,761-2,833-5%$1.2M$1.0M-$184.2K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW42,936—+42,936——$756.5K—2026-10-16
Davenport & Co LLC
INCREASED34,40918,683+15,726+84%$370.5K$606.3K+$235.8K2026-10-14
Juncture Wealth Strategies, LLC
INCREASED32,47625,879+6,597+25%$513.2K$572.2K+$59.0K2026-10-06
Imc-Chicago, LLC
INCREASED29,29519,758+9,537+48%$391.8K$516.2K+$124.4K2026-11-05
LPL Financial LLC
DECREASED28,47068,370-39,900-58%$1.4M$501.6K-$854.2K2026-11-06
Geode Capital Management, LLC
UNCHANGED25,29125,29100%$501.5K$445.6K-$55.9K2026-11-06
Harbour Capital Advisors, LLC
DECREASED21,62523,490-1,865-8%$451.0K$381.0K-$70.0K2026-10-13
Almanack Investment Partners, Llc.
DECREASED19,41021,660-2,250-10%$429.5K$342.0K-$87.5K2026-11-03
Mlp3, LLC
DECREASED16,55161,154-44,603-73%$1.2M$291.6K-$921.0K2026-10-22
PNC Financial Services Group, Inc.
UNCHANGED15,80015,80000%$313.3K$278.4K-$34.9K2026-11-06
Atria Investments, Inc
INCREASED15,52415,224+300+2%$301.9K$273.5K-$28.4K2026-10-15
Vest Financial, LLC
NEW14,363—+14,363——$253.1K—2026-10-21
Shaker Investments LLC
DECREASED11,54111,625-84-1%$230.5K$203.4K-$27.2K2026-11-05
Ascentis Independent Advisors
NEW9,091—+9,091——$160.1K—2026-11-03
Gamma Investing LLC
INCREASED7,2656,904+361+5%$136.9K$128.0K-$8.9K2026-10-08
Signaturefd, LLC
INCREASED6,4455,631+814+14%$111.7K$113.6K+$1.9K2026-10-23
Larson Financial Group LLC
UNCHANGED4,1634,16300%$82.6K$73.4K-$9.2K2026-11-05
SBI Securities Co., Ltd.
DECREASED4,0265,251-1,225-23%$104.1K$70.9K-$33.2K2026-10-22
Parallel Advisors, LLC
DECREASED4,0064,779-773-16%$94.8K$70.6K-$24.2K2026-11-03
Farther Finance Advisors, LLC
DECREASED2,2482,945-697-24%$58.4K$39.6K-$18.8K2026-10-08
Allworth Financial LP
INCREASED1,661825+836+101%$16.4K$32.9K+$16.6K2026-11-06
Caldwell Trust Co
DECREASED1,2441,245-10%$24.7K$21.9K-$2.8K2026-10-30
Catalyst Capital Advisors LLC
DECREASED1,1504,450-3,300-74%$88.2K$20.3K-$68.0K2026-11-02
Adirondack Trust Co
UNCHANGED62162100%$12.3K$10.9K-$1.4K2026-10-14
US Bancorp \de\
INCREASED547516+31+6%$10.2K$9.6K-$5942026-11-05
Triumph Capital Management
UNCHANGED50050000%$9.9K$8.8K-$1.1K2026-10-14
Main Street Group, LTD
UNCHANGED50050000%$9.9K$8.8K-$1.1K2026-10-28
TD Waterhouse Canada Inc.
UNCHANGED30030000%$6.0K$5.3K-$7202026-10-16
SJS Investment Consulting Inc.
UNCHANGED20020000%$4.0K$3.5K-$4422026-10-26
Redwood Park Advisors LLC
UNCHANGED17617600%$3.5K$3.1K-$3892026-11-02
Nisa Investment Advisors, LLC
UNCHANGED15115100%$3.0K$2.7K-$3332026-10-20
Hughes Financial Services, LLC
NEW70—+70——$1.2K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
NEW9—+9——$159—2026-10-27
Root Financial Partners, LLC
NEW5—+5——$88—2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED5500%$99$88-$112026-11-05
Blue Trust, Inc.
DECREASED3109-106-97%$2.2K$46-$2.1K2026-10-15
Creative Planning
CLOSED011,273-11,273-100%$223.5K$0-$223.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED010,645-10,645-100%$211.0K$0-$211.0K2026-11-02
Founders Capital Management
CLOSED0600-600-100%$11.9K$0-$11.9K2026-10-13
EverSource Wealth Advisors, LLC
CLOSED0592-592-100%$11.7K$0-$11.7K2026-11-04
Princeton Global Asset Management LLC
CLOSED075-75-100%$1.5K$0-$1.5K2026-10-21
Highline Wealth Partners LLC
CLOSED051-51-100%$1.0K$0-$1.0K2026-10-19
Physician Wealth Advisors, Inc.
CLOSED021-21-100%$417$0-$4172026-10-20
LifeSteps Financial, Inc.
CLOSED016-16-100%$317$0-$3172026-10-15
Caitong International Asset Management Co., Ltd
CLOSED07-7-100%$139$0-$1392026-10-29
Stone House Investment Management, LLC
CLOSED02-2-100%$40$0-$402026-10-23
Tidal Investments LLC
N/A—2,335,061-2,335,061-100%$46.3M———
American Century Companies Inc
N/A—1,949,075-1,949,075-100%$38.7M———
Schonfeld Strategic Advisors LLC
N/A—1,566,185-1,566,185-100%$31.1M———
Arrowstreet Capital, Limited Partnership
N/A—985,228-985,228-100%$19.5M———
ExodusPoint Capital Management, LP
N/A—836,410-836,410-100%$16.6M———
New York State Common Retirement Fund
N/A—503,474-503,474-100%$10.0M———
Susquehanna International Group, LLP
N/A—494,178-494,178-100%$9.8M———
Marshall Wace, LLP
N/A—292,079-292,079-100%$5.8M———
Credit Agricole S A
N/A—280,444-280,444-100%$5.6M———
Trexquant Investment LP
N/A—270,427-270,427-100%$5.4M———
Rockefeller Capital Management L.P.
N/A—252,037-252,037-100%$5.0M———
Charles Schwab Investment Management Inc
N/A—251,494-251,494-100%$5.0M———
G2 Investment Partners Management LLC
N/A—225,000-225,000-100%$4.5M———
Citadel Advisors LLC
N/A—192,932-192,932-100%$3.8M———
Squarepoint Ops LLC
N/A—190,502-190,502-100%$3.8M———
Renaissance Technologies LLC
N/A—187,929-187,929-100%$3.7M———
Quinn Opportunity Partners LLC
N/A—177,106-177,106-100%$3.5M———
UBS Group AG
N/A—163,574-163,574-100%$3.2M———
Millennium Management LLC
N/A—151,226-151,226-100%$3.0M———
Nuveen, LLC
N/A—145,664-145,664-100%$2.9M———
Morgan Stanley
N/A—120,379-120,379-100%$2.4M———
Strategic Global Advisors, LLC
N/A—98,310-98,310-100%$1.9M———
BlackRock, Inc.
N/A—96,850-96,850-100%$1.9M———
BTC Capital Management, Inc.
N/A—94,701-94,701-100%$1.9M———
SEI Investments Co
N/A—88,795-88,795-100%$1.8M———
Schroder Investment Management Group
N/A—80,867-80,867-100%$1.6M———
Gabelli Funds LLC
N/A—75,779-75,779-100%$1.5M———
Acadian Asset Management LLC
N/A—72,608-72,608-100%$1.4M———
Point72 Asset Management, L.P.
N/A—68,854-68,854-100%$1.4M———
&partners
N/A—64,080-64,080-100%$1.3M———
Ardsley Advisory Partners LP
N/A—60,000-60,000-100%$1.2M———
Wells Fargo & Company
N/A—59,738-59,738-100%$1.2M———
Ingalls & Snyder LLC
N/A—53,650-53,650-100%$1.1M———
Boothbay Fund Management, LLC
N/A—52,845-52,845-100%$1.0M———
Raymond James Financial Inc
N/A—45,043-45,043-100%$893.2K———
Harvey Capital Management Inc
N/A—43,875-43,875-100%$870.0K———
Worth Venture Partners, LLC
N/A—41,905-41,905-100%$831.0K———
Van Eck Associates Corp
N/A—35,713-35,713-100%$708.2K———
Handelsbanken Fonder AB
N/A—30,300-30,300-100%$601———
Baader Bank Aktiengesellschaft
N/A—30,000-30,000-100%$594.9K———
Jane Street Group, LLC
N/A—27,969-27,969-100%$554.6K———
Bradley Foster & Sargent Inc
N/A—26,729-26,729-100%$530.0K———
Voloridge Investment Management, LLC
N/A—23,980-23,980-100%$475.5K———
Envestnet Asset Management Inc
N/A—23,954-23,954-100%$475.0K———
CDC Financial, Inc.
N/A—23,546-23,546-100%$466.9K———
Steward Partners Investment Advisory, LLC
N/A—23,141-23,141-100%$458.9K———
Cetera Investment Advisers
N/A—21,185-21,185-100%$420.1K———
State Street Corp
N/A—19,419-19,419-100%$385.1K———
Aquatic Capital Management LLC
N/A—19,258-19,258-100%$381.9K———
Ameriprise Financial Inc
N/A—18,822-18,822-100%$373.2K———
Royal Bank of Canada
N/A—18,822-18,822-100%$373.0K———
Vident Advisory, LLC
N/A—16,763-16,763-100%$332.4K———
Centiva Capital, LP
N/A—15,509-15,509-100%$307.5K———
Two Sigma Investments, LP
N/A—15,100-15,100-100%$299.4K———
Quent Capital, LLC
N/A—15,000-15,000-100%$297.5K———
FOX RUN Management, L.L.C.
N/A—14,935-14,935-100%$296.2K———
Quadrature Capital Ltd
N/A—12,686-12,686-100%$251.6K———
Gamco Investors, Inc. ET AL
N/A—12,602-12,602-100%$249.9K———
Mariner, LLC
N/A—12,342-12,342-100%$244.7K———
Invesco Ltd.
N/A—12,055-12,055-100%$239.1K———
North Star Asset Management Inc
N/A—12,000-12,000-100%$238.0K———
Engineers Gate Manager LP
N/A—11,475-11,475-100%$227.5K———
IHT Wealth Management, LLC
N/A—10,800-10,800-100%$214.2K———
QRG Capital Management, Inc.
N/A—10,664-10,664-100%$211.5K———
Atom Investors LP
N/A—10,468-10,468-100%$207.6K———
Goldman Sachs Group Inc
N/A—10,029-10,029-100%$198.9K———
Legal & General Group Plc
N/A—7,498-7,498-100%$148.7K———
BNP Paribas Financial Markets
N/A—7,394-7,394-100%$146.6K———
Jones Financial Companies Lllp
N/A—6,836-6,836-100%$128.9K———
Group One Trading LLC
N/A—6,774-6,774-100%$134.3K———
Osaic Holdings, Inc.
N/A—5,781-5,781-100%$114.6K———
Rhumbline Advisers
N/A—5,102-5,102-100%$101.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,093-5,093-100%$101.0K———
JPMorgan Chase & Co
N/A—5,001-5,001-100%$99.1K———
Huntington National Bank
N/A—3,979-3,979-100%$78.9K———
Tower Research Capital LLC (TRC)
N/A—2,698-2,698-100%$53.5K———
Global Retirement Partners, LLC
N/A—2,198-2,198-100%$43.6K———
Federation des caisses Desjardins du Quebec
N/A—1,650-1,650-100%$32.7K———
Harbour Investments, Inc.
N/A—1,425-1,425-100%$28.3K———
National Bank of Canada
N/A—1,400-1,400-100%$27.7K———
Penserra Capital Management LLC
N/A—765-765-100%$15———
Hurricane Capital Advisors LLC
N/A—500-500-100%$9.9K———
Geneos Wealth Management Inc.
N/A—367-367-100%$7.3K———
Bellevue Asset Management, LLC
N/A—243-243-100%$4.8K———
Strive Financial Group,LLC
N/A—210-210-100%$4.2K———
Motco
N/A—200-200-100%$4.0K———
Arax Advisory Partners
N/A—144-144-100%$2.9K———
BFC Planning, Inc.
N/A—100-100-100%$2.0K———
CVA Family Office, LLC
N/A—90-90-100%$1.8K———
Cornerstone Financial Management LLC
N/A—75-75-100%$1.5K———
Caitlin John, LLC
N/A—50-50-100%$992———
UBS Asset Management Americas LLC
N/A—32-32-100%$635———
Private Wealth Asset Management, LLC
N/A—10-10-100%$198———
Quarry LP
N/A—2-2-100%$40———
Walleye Capital LLC
N/A—2-2-100%$40———
Showing 152 of 152 institutions