Oppenheimer Holdings (OPY)

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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Dimensional Fund Advisors LP

INCREASED

Shares535,115 from 520,326

Change+14,789 (+3%)

Value$63.1M (+$8.2M)

Filed 2026-11-04

Bokf, NA

UNCHANGED

Shares23,850 from 23,850

Change0 (0%)

Value$2.8M (+$296.2K)

Filed 2026-10-27

Beverly Hills Private Wealth, LLC

INCREASED

Shares21,232 from 20,933

Change+299 (+1%)

Value$2.5M (+$295.3K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares18,283 from 17,978

Change+305 (+2%)

Value$2.2M (+$259.3K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,122 from 11,572

Change+550 (+5%)

Value$78.5K (+$64.0K)

Filed 2026-10-13

NorthCrest Asset Manangement, LLC

INCREASED

Shares11,448 from 11,376

Change+72 (+1%)

Value$1.3M (+$15.3K)

Filed 2026-10-13

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares7,929 from 12,665

Change-4,736 (-37%)

Value$935.3K (-$401.4K)

Filed 2026-10-16

Virginia Retirement Systems ET Al

NEW

Shares6,400

Change+6,400

Value$754.9K

Filed 2026-10-28

Inspire Investing, LLC

DECREASED

Shares5,345 from 6,473

Change-1,128 (-17%)

Value$630.5K (-$52.7K)

Filed 2026-10-22

Penn Capital Management Company, LLC

DECREASED

Shares4,937 from 6,276

Change-1,339 (-21%)

Value$582.4K (-$80.0K)

Filed 2026-11-04

Creative Planning

NEW

Shares2,305

Change+2,305

Value$271.9K

Filed 2026-11-02

Missouri Trust & Investment Co

UNCHANGED

Shares1,900 from 1,900

Change0 (0%)

Value$224.1K (+$21.5K)

Filed 2026-11-04

Ullmann Wealth Partners Group, LLC

NEW

Shares1,789

Change+1,789

Value$211.0K

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares1,259 from 965

Change+294 (+30%)

Value$148.5K (+$46.7K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

INCREASED

Shares1,076 from 451

Change+625 (+139%)

Value$126.9K (+$79.3K)

Filed 2026-10-20

Parallel Advisors, LLC

UNCHANGED

Shares773 from 773

Change0 (0%)

Value$91.2K (+$9.6K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares603 from 297

Change+306 (+103%)

Value$71.1K (+$39.8K)

Filed 2026-10-23

DekaBank Deutsche Girozentrale

NEW

Shares501

Change+501

Value$60

Filed 2026-10-27

State of Alaska, Department of Revenue

UNCHANGED

Shares425 from 425

Change0 (0%)

Value$50 (+$6)

Filed 2026-10-15

Ares Financial Consulting, LLC

UNCHANGED

Shares212 from 212

Change0 (0%)

Value$25.0K (+$2.6K)

Filed 2026-10-19

Central Trust Co

DECREASED

Shares113 from 141

Change-28 (-20%)

Value$13.3K (-$1.6K)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares111 from 5

Change+106 (+2120%)

Value$13.1K (+$12.6K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares102 from 37

Change+65 (+176%)

Value$12.0K (+$8.2K)

Filed 2026-10-08

IFP Advisors, Inc

NEW

Shares92

Change+92

Value$10.9K

Filed 2026-10-16

Eastern Bank

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$7.1K (+$746)

Filed 2026-10-05

Armstrong Advisory Group, Inc

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$7.1K (+$745)

Filed 2026-10-09

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$4.8K (+$509)

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$4.7K (+$496)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares20

Change+20

Value$2.4K

Filed 2026-10-14

Fifth Third Bancorp

DECREASED

Shares14 from 27

Change-13 (-48%)

Value$1.7K (-$1.2K)

Filed 2026-11-05

Avion Wealth

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1 ($0)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

NEW

Shares7

Change+7

Value$826

Filed 2026-11-04

Essential Partners LLC

NEW

Shares2

Change+2

Value$236

Filed 2026-10-14

Alps Advisors Inc

CLOSED

Shares0 from 6,085

Change-6,085 (-100%)

Value$0 (-$642.2K)

Filed 2026-11-03

JB Capital Partners LP

N/A

Shares— from 503,954

Change-503,954 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 391,977

Change-391,977 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 384,352

Change-384,352 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 203,463

Change-203,463 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 170,076

Change-170,076 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 163,771

Change-163,771 (-100%)

Value—

Boston Partners

N/A

Shares— from 158,375

Change-158,375 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 106,924

Change-106,924 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 92,029

Change-92,029 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 86,324

Change-86,324 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 76,547

Change-76,547 (-100%)

Value—

State Street Corp

N/A

Shares— from 75,734

Change-75,734 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 74,147

Change-74,147 (-100%)

Value—

Arbiter Partners Capital Management LLC

N/A

Shares— from 66,599

Change-66,599 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 62,606

Change-62,606 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 56,690

Change-56,690 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 56,398

Change-56,398 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 56,398

Change-56,398 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 49,554

Change-49,554 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 48,060

Change-48,060 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 46,427

Change-46,427 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 44,658

Change-44,658 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 43,742

Change-43,742 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 41,174

Change-41,174 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 40,240

Change-40,240 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 37,240

Change-37,240 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 35,298

Change-35,298 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 27,630

Change-27,630 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 27,018

Change-27,018 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 26,834

Change-26,834 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 26,334

Change-26,334 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 24,873

Change-24,873 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 24,352

Change-24,352 (-100%)

Value—

Fisher Asset Management, LLC

N/A

Shares— from 24,069

Change-24,069 (-100%)

Value—

Man Group plc

N/A

Shares— from 24,039

Change-24,039 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 21,214

Change-21,214 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 20,927

Change-20,927 (-100%)

Value—

FMR LLC

N/A

Shares— from 20,165

Change-20,165 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 19,745

Change-19,745 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 19,509

Change-19,509 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 18,351

Change-18,351 (-100%)

Value—

Round Rock Advisors LLC

N/A

Shares— from 14,605

Change-14,605 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 13,762

Change-13,762 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 11,700

Change-11,700 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 10,026

Change-10,026 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 9,681

Change-9,681 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,300

Change-9,300 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 8,941

Change-8,941 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 8,921

Change-8,921 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 8,673

Change-8,673 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 8,650

Change-8,650 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 7,797

Change-7,797 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,150

Change-7,150 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 7,062

Change-7,062 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 6,468

Change-6,468 (-100%)

Value—

Precision Wealth Strategies, LLC

N/A

Shares— from 5,844

Change-5,844 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 5,798

Change-5,798 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,687

Change-5,687 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 5,348

Change-5,348 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 5,334

Change-5,334 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 5,273

Change-5,273 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 4,108

Change-4,108 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,987

Change-3,987 (-100%)

Value—

Allianz Asset Management GmbH

N/A

Shares— from 3,869

Change-3,869 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 2,869

Change-2,869 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,719

Change-2,719 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 2,700

Change-2,700 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 2,544

Change-2,544 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,493

Change-2,493 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,487

Change-2,487 (-100%)

Value—

Avise Financial Cooperative, Inc.

N/A

Shares— from 2,132

Change-2,132 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 2,046

Change-2,046 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 1,964

Change-1,964 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,931

Change-1,931 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 703

Change-703 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 661

Change-661 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 571

Change-571 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 480

Change-480 (-100%)

Value—

Macquarie Group LTD

N/A

Shares— from 343

Change-343 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 305

Change-305 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Barclays PLC

N/A

Shares— from 177

Change-177 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 100

Change-100 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 42

Change-42 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 34

Change-34 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 27

Change-27 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25

Change-25 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8

Change-8 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	535,115	520,326	+14,789	+3%	$54.9M	$63.1M	+$8.2M	2026-11-04
Bokf, NA	UNCHANGED	23,850	23,850	0	0%	$2.5M	$2.8M	+$296.2K	2026-10-27
Beverly Hills Private Wealth, LLC	INCREASED	21,232	20,933	+299	+1%	$2.2M	$2.5M	+$295.3K	2026-11-04
Bank of New York Mellon Corp	INCREASED	18,283	17,978	+305	+2%	$1.9M	$2.2M	+$259.3K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	12,122	11,572	+550	+5%	$14.5K	$78.5K	+$64.0K	2026-10-13
NorthCrest Asset Manangement, LLC	INCREASED	11,448	11,376	+72	+1%	$1.3M	$1.3M	+$15.3K	2026-10-13
Y-Intercept (Hong Kong) Ltd	DECREASED	7,929	12,665	-4,736	-37%	$1.3M	$935.3K	-$401.4K	2026-10-16
Virginia Retirement Systems ET Al	NEW	6,400	—	+6,400	—	—	$754.9K	—	2026-10-28
Inspire Investing, LLC	DECREASED	5,345	6,473	-1,128	-17%	$683.2K	$630.5K	-$52.7K	2026-10-22
Penn Capital Management Company, LLC	DECREASED	4,937	6,276	-1,339	-21%	$662.4K	$582.4K	-$80.0K	2026-11-04
Creative Planning	NEW	2,305	—	+2,305	—	—	$271.9K	—	2026-11-02
Missouri Trust & Investment Co	UNCHANGED	1,900	1,900	0	0%	$202.6K	$224.1K	+$21.5K	2026-11-04
Ullmann Wealth Partners Group, LLC	NEW	1,789	—	+1,789	—	—	$211.0K	—	2026-11-02
Citigroup Inc	INCREASED	1,259	965	+294	+30%	$101.8K	$148.5K	+$46.7K	2026-11-04
Nisa Investment Advisors, LLC	INCREASED	1,076	451	+625	+139%	$47.6K	$126.9K	+$79.3K	2026-10-20
Parallel Advisors, LLC	UNCHANGED	773	773	0	0%	$81.6K	$91.2K	+$9.6K	2026-11-03
Signaturefd, LLC	INCREASED	603	297	+306	+103%	$31.3K	$71.1K	+$39.8K	2026-10-23
DekaBank Deutsche Girozentrale	NEW	501	—	+501	—	—	$60	—	2026-10-27
State of Alaska, Department of Revenue	UNCHANGED	425	425	0	0%	$44	$50	+$6	2026-10-15
Ares Financial Consulting, LLC	UNCHANGED	212	212	0	0%	$22.4K	$25.0K	+$2.6K	2026-10-19
Central Trust Co	DECREASED	113	141	-28	-20%	$14.9K	$13.3K	-$1.6K	2026-11-05
SJS Investment Consulting Inc.	INCREASED	111	5	+106	+2120%	$528	$13.1K	+$12.6K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	102	37	+65	+176%	$3.9K	$12.0K	+$8.2K	2026-10-08
IFP Advisors, Inc	NEW	92	—	+92	—	—	$10.9K	—	2026-10-16
Eastern Bank	UNCHANGED	60	60	0	0%	$6.3K	$7.1K	+$746	2026-10-05
Armstrong Advisory Group, Inc	UNCHANGED	60	60	0	0%	$6.3K	$7.1K	+$745	2026-10-09
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	41	41	0	0%	$4.3K	$4.8K	+$509	2026-10-27
US Bancorp \de\	UNCHANGED	40	40	0	0%	$4.2K	$4.7K	+$496	2026-11-05
Fortitude Family Office, LLC	NEW	20	—	+20	—	—	$2.4K	—	2026-10-14
Fifth Third Bancorp	DECREASED	14	27	-13	-48%	$2.9K	$1.7K	-$1.2K	2026-11-05
Avion Wealth	UNCHANGED	11	11	0	0%	$1	$1	$0	2026-11-04
EverSource Wealth Advisors, LLC	NEW	7	—	+7	—	—	$826	—	2026-11-04
Essential Partners LLC	NEW	2	—	+2	—	—	$236	—	2026-10-14
Alps Advisors Inc	CLOSED	0	6,085	-6,085	-100%	$642.2K	$0	-$642.2K	2026-11-03
JB Capital Partners LP	N/A	—	503,954	-503,954	-100%	$53.2M	—	—	—
American Century Companies Inc	N/A	—	391,977	-391,977	-100%	$41.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	384,352	-384,352	-100%	$40.6M	—	—	—
BlackRock, Inc.	N/A	—	203,463	-203,463	-100%	$21.5M	—	—	—
Royce & Associates LP	N/A	—	170,076	-170,076	-100%	$17.9M	—	—	—
RBF Capital, LLC	N/A	—	163,771	-163,771	-100%	$17.3M	—	—	—
Boston Partners	N/A	—	158,375	-158,375	-100%	$16.7M	—	—	—
Morgan Stanley	N/A	—	106,924	-106,924	-100%	$11.3M	—	—	—
Geode Capital Management, LLC	N/A	—	92,029	-92,029	-100%	$9.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	86,324	-86,324	-100%	$9.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	76,547	-76,547	-100%	$8.1M	—	—	—
State Street Corp	N/A	—	75,734	-75,734	-100%	$8.0M	—	—	—
Algert Global LLC	N/A	—	74,147	-74,147	-100%	$7.8M	—	—	—
Arbiter Partners Capital Management LLC	N/A	—	66,599	-66,599	-100%	$7.0M	—	—	—
Two Sigma Investments, LP	N/A	—	62,606	-62,606	-100%	$6.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	56,690	-56,690	-100%	$6.0M	—	—	—
Millennium Management LLC	N/A	—	56,398	-56,398	-100%	$6.0M	—	—	—
JPMorgan Chase & Co	N/A	—	56,398	-56,398	-100%	$5.9M	—	—	—
Empowered Funds, LLC	N/A	—	49,554	-49,554	-100%	$5.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	48,060	-48,060	-100%	$5.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	46,427	-46,427	-100%	$4.9M	—	—	—
Voleon Capital Management LP	N/A	—	44,658	-44,658	-100%	$4.7M	—	—	—
Boothbay Fund Management, LLC	N/A	—	43,742	-43,742	-100%	$4.6M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	41,174	-41,174	-100%	$4.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	40,240	-40,240	-100%	$4.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	37,240	-37,240	-100%	$3.9M	—	—	—
Renaissance Technologies LLC	N/A	—	35,298	-35,298	-100%	$3.7M	—	—	—
Credit Agricole S A	N/A	—	32,000	-32,000	-100%	$3.4M	—	—	—
Neuberger Berman Group LLC	N/A	—	27,630	-27,630	-100%	$2.9M	—	—	—
Franklin Resources Inc	N/A	—	27,018	-27,018	-100%	$2.9M	—	—	—
Polen Capital Management LLC	N/A	—	26,834	-26,834	-100%	$2.8M	—	—	—
Jane Street Group, LLC	N/A	—	26,334	-26,334	-100%	$2.8M	—	—	—
XTX Topco Ltd	N/A	—	24,873	-24,873	-100%	$2.6M	—	—	—
Citadel Advisors LLC	N/A	—	24,352	-24,352	-100%	$2.6M	—	—	—
Fisher Asset Management, LLC	N/A	—	24,069	-24,069	-100%	$2.5M	—	—	—
Man Group plc	N/A	—	24,039	-24,039	-100%	$2.5M	—	—	—
Bank of America Corp	N/A	—	21,214	-21,214	-100%	$2.2M	—	—	—
Lazard Asset Management LLC	N/A	—	20,927	-20,927	-100%	$2.2M	—	—	—
FMR LLC	N/A	—	20,165	-20,165	-100%	$2.1M	—	—	—
EJF Capital LP	N/A	—	20,000	-20,000	-100%	$2.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	19,745	-19,745	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	19,509	-19,509	-100%	$2.1M	—	—	—
AQR Capital Management LLC	N/A	—	18,351	-18,351	-100%	$1.9M	—	—	—
Round Rock Advisors LLC	N/A	—	14,605	-14,605	-100%	$1.5M	—	—	—
Russell Investments Group, Ltd.	N/A	—	13,762	-13,762	-100%	$1.5M	—	—	—
Swiss National Bank	N/A	—	11,700	-11,700	-100%	$1.2M	—	—	—
Engineers Gate Manager LP	N/A	—	10,026	-10,026	-100%	$1.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	9,681	-9,681	-100%	$1.0M	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,300	-9,300	-100%	$981.5K	—	—	—
Corsair Capital Management, L.P.	N/A	—	8,941	-8,941	-100%	$943.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	8,921	-8,921	-100%	$941.5K	—	—	—
Verdad Advisers, LP	N/A	—	8,673	-8,673	-100%	$915.3K	—	—	—
Acadian Asset Management LLC	N/A	—	8,650	-8,650	-100%	$912.0K	—	—	—
Invesco Ltd.	N/A	—	7,797	-7,797	-100%	$822.9K	—	—	—
UBS Group AG	N/A	—	7,150	-7,150	-100%	$754.6K	—	—	—
Captrust Financial Advisors	N/A	—	7,062	-7,062	-100%	$745.3K	—	—	—
California State Teachers Retirement System	N/A	—	6,468	-6,468	-100%	$682.6K	—	—	—
Precision Wealth Strategies, LLC	N/A	—	5,844	-5,844	-100%	$616.8K	—	—	—
SEI Investments Co	N/A	—	5,798	-5,798	-100%	$611.9K	—	—	—
Ameriprise Financial Inc	N/A	—	5,687	-5,687	-100%	$600.2K	—	—	—
Teacher Retirement System of Texas	N/A	—	5,348	-5,348	-100%	$564.4K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	5,334	-5,334	-100%	$563.0K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	5,273	-5,273	-100%	$556.5K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	4,108	-4,108	-100%	$433.6K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,987	-3,987	-100%	$420.8K	—	—	—
Allianz Asset Management GmbH	N/A	—	3,869	-3,869	-100%	$408.3K	—	—	—
Stifel Financial Corp	N/A	—	3,000	-3,000	-100%	$316.6K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	2,869	-2,869	-100%	$302.8K	—	—	—
Jupiter Topco LLC	N/A	—	2,800	-2,800	-100%	$295.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,719	-2,719	-100%	$287.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	2,700	-2,700	-100%	$285.0K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	2,544	-2,544	-100%	$268.5K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,493	-2,493	-100%	$263.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,487	-2,487	-100%	$262.5K	—	—	—
Avise Financial Cooperative, Inc.	N/A	—	2,132	-2,132	-100%	$225.0K	—	—	—
JMN Financial LLC	N/A	—	2,046	-2,046	-100%	$215.9K	—	—	—
Tidal Investments LLC	N/A	—	1,964	-1,964	-100%	$207.3K	—	—	—
Legal & General Group Plc	N/A	—	1,931	-1,931	-100%	$203.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	703	-703	-100%	$74.2K	—	—	—
Aquatic Capital Management LLC	N/A	—	661	-661	-100%	$69.8K	—	—	—
Quantbot Technologies LP	N/A	—	571	-571	-100%	$60.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	480	-480	-100%	$50.5K	—	—	—
Macquarie Group LTD	N/A	—	343	-343	-100%	$36.2K	—	—	—
Wells Fargo & Company	N/A	—	305	-305	-100%	$32.2K	—	—	—
WealthCollab, LLC	N/A	—	300	-300	-100%	$31.7K	—	—	—
Barclays PLC	N/A	—	177	-177	-100%	$18.7K	—	—	—
Allworth Financial LP	N/A	—	100	-100	-100%	$10.6K	—	—	—
Group One Trading LLC	N/A	—	100	-100	-100%	$10.6K	—	—	—
Clearstead Advisors, LLC	N/A	—	52	-52	-100%	$5.5K	—	—	—
Bessemer Group Inc	N/A	—	42	-42	-100%	$4	—	—	—
Smartleaf Asset Management LLC	N/A	—	34	-34	-100%	$3.6K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	27	-27	-100%	$2.9K	—	—	—
Royal Bank of Canada	N/A	—	25	-25	-100%	$2.0K	—	—	—
Arax Advisory Partners	N/A	—	8	-8	-100%	$845	—	—	—
Rothschild Investment LLC	N/A	—	1	-1	-100%	$106	—	—	—

Showing 129 of 129 institutions