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Oppfi Inc (OPFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
M3f, Inc.
INCREASED
Shares2,453,551 from 764,445
Change+1,689,106 (+221%)
Value$14.8K (-$7.6M)
Filed 2026-10-21
LB Partners LLC
INCREASED
Shares1,492,500 from 632,500
Change+860,000 (+136%)
Value$9.0M (+$2.7M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares878,084 from 646,233
Change+231,851 (+36%)
Value$5.3M (-$1.1M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares775,860 from 742,860
Change+33,000 (+4%)
Value$4.7M (-$2.7M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares205,087 from 66,884
Change+138,203 (+207%)
Value$1.2M (+$572.5K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares200,507 from 189,253
Change+11,254 (+6%)
Value$1.2M (-$670.2K)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares137,169 from 132,647
Change+4,522 (+3%)
Value$827.1K (-$490.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares102,005 from 89,743
Change+12,262 (+14%)
Value$615.1K (-$276.1K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares95,067 from 11,993
Change+83,074 (+693%)
Value$573.3K (+$454.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares82,293 from 67,083
Change+15,210 (+23%)
Value$496.2K (-$169.9K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares68,043 from 65,585
Change+2,458 (+4%)
Value$404.9K (-$251.7K)
Filed 2026-11-04
Diversify Advisory Services, LLC
UNCHANGED
Shares49,967 from 49,967
Change0 (0%)
Value$288.3K (-$182.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares49,967 from 49,967
Change0 (0%)
Value$288.3K (-$182.4K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares49,633 from 56,132
Change-6,499 (-12%)
Value$299.3K (-$258.1K)
Filed 2026-10-28
Northland Securities, Inc.
INCREASED
Shares46,933 from 33,433
Change+13,500 (+40%)
Value$283.0K (-$49.0K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares40,536 from 32,775
Change+7,761 (+24%)
Value$244.4K (-$81.0K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares32,790 from 206,417
Change-173,627 (-84%)
Value$197.7K (-$1.9M)
Filed 2026-11-06
State of Alaska, Department of Revenue
INCREASED
Shares26,141 from 22,452
Change+3,689 (+16%)
Value$157 (-$221.8K)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares25,867
Change+25,867
Value$156.0K
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares22,640 from 21,486
Change+1,154 (+5%)
Value$13.0K (+$276)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares20,500 from 20,526
Change-26 (0%)
Value$124.8K (-$65.2K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED
Shares15,024 from 15,024
Change0 (0%)
Value$90.6K (-$58.6K)
Filed 2026-10-20
Strs Ohio
DECREASED
Shares13,800 from 18,100
Change-4,300 (-24%)
Value$83.2K (-$96.5K)
Filed 2026-10-30
Optivise Advisory Services LLC
DECREASED
Shares13,013 from 14,657
Change-1,644 (-11%)
Value$78.5K (-$67.1K)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares12,084
Change+12,084
Value$72.9K
Filed 2026-11-04
Greenleaf Trust
NEW
Shares10,617
Change+10,617
Value$64.0K
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares9,439 from 12,703
Change-3,264 (-26%)
Value$56.9K (-$69.2K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares5,219 from 109
Change+5,110 (+4688%)
Value$31.5K (+$30.4K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares2,769 from 27,123
Change-24,354 (-90%)
Value$16.7K (-$252.6K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares2,302 from 857
Change+1,445 (+169%)
Value$14 (+$5)
Filed 2026-10-22
Private Trust Co NA
UNCHANGED
Shares1,766 from 1,766
Change0 (0%)
Value$10.6K (-$6.9K)
Filed 2026-10-20
Fortitude Family Office, LLC
NEW
Shares1,670
Change+1,670
Value$10.1K
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares1,311 from 45
Change+1,266 (+2813%)
Value$7.9K (+$7.5K)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$7.4K (-$4.8K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares1,121 from 91
Change+1,030 (+1132%)
Value$6.8K (+$5.9K)
Filed 2026-10-22
Avion Wealth
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$6 (-$3)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares745 from 421
Change+324 (+77%)
Value$4.5K (+$311)
Filed 2026-10-08
Signaturefd, LLC
INCREASED
Shares500 from 53
Change+447 (+843%)
Value$3.0K (+$2.5K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares495 from 480
Change+15 (+3%)
Value$3.0K (-$1.8K)
Filed 2026-10-22
Essential Partners LLC
NEW
Shares190
Change+190
Value$1.1K
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares179 from 137
Change+42 (+31%)
Value$1.1K (-$281)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$1.8K ($0)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares176 from 126
Change+50 (+40%)
Value$1.1K (-$190)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares140 from 54
Change+86 (+159%)
Value$1 ($0)
Filed 2026-10-30
James T. Borello RIA
DECREASED
Shares133 from 604
Change-471 (-78%)
Value$802 (-$5.2K)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$603
Filed 2026-10-09
PNC Financial Services Group, Inc.
INCREASED
Shares82 from 39
Change+43 (+110%)
Value$494 (+$107)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares78
Change+78
Value$470
Filed 2026-11-03
True Wealth Design, LLC
NEW
Shares74
Change+74
Value$447
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares54
Change+54
Value$326
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares9 from 146
Change-137 (-94%)
Value$54 (-$1.4K)
Filed 2026-11-04
IFP Advisors, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$12 (-$8)
Filed 2026-10-16
MacKenzie Financial Corp
CLOSED
Shares0 from 129,032
Change-129,032 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 36,311
Change-36,311 (-100%)
Value$0 (-$361.0K)
Filed 2026-11-02
New York State Teachers Retirement System
CLOSED
Shares0 from 2,371
Change-2,371 (-100%)
Value$0 (-$24)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 1,330
Change-1,330 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-29
First Horizon Corp
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 233
Change-233 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-26
Parallel Advisors, LLC
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$894)
Filed 2026-11-03
Clearstead Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$30)
Filed 2026-11-06
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Wellington Management Group LLP
N/A
Shares— from 3,019,250
Change-3,019,250 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,216,792
Change-2,216,792 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,047,243
Change-2,047,243 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,066,428
Change-1,066,428 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 1,053,379
Change-1,053,379 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 669,257
Change-669,257 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 641,376
Change-641,376 (-100%)
Value—
State Street Corp
N/A
Shares— from 564,617
Change-564,617 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 533,008
Change-533,008 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 454,143
Change-454,143 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 448,142
Change-448,142 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 415,829
Change-415,829 (-100%)
Value—
UBS Group AG
N/A
Shares— from 355,108
Change-355,108 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 333,114
Change-333,114 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 326,313
Change-326,313 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 300,944
Change-300,944 (-100%)
Value—
PL Capital Advisors, LLCA
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 285,021
Change-285,021 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 253,483
Change-253,483 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 185,995
Change-185,995 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 178,355
Change-178,355 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 162,601
Change-162,601 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 159,265
Change-159,265 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 156,293
Change-156,293 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 128,485
Change-128,485 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 124,690
Change-124,690 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 123,482
Change-123,482 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 116,245
Change-116,245 (-100%)
Value—
Manatuck Hill Partners, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 91,433
Change-91,433 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 87,450
Change-87,450 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 80,914
Change-80,914 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 72,249
Change-72,249 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 72,160
Change-72,160 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 62,189
Change-62,189 (-100%)
Value—
Man Group plc
N/A
Shares— from 61,941
Change-61,941 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 60,343
Change-60,343 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 57,121
Change-57,121 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 55,300
Change-55,300 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 48,690
Change-48,690 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 47,655
Change-47,655 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 46,742
Change-46,742 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 45,101
Change-45,101 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 42,853
Change-42,853 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 38,585
Change-38,585 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 38,035
Change-38,035 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,821
Change-35,821 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,204
Change-33,204 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 31,343
Change-31,343 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,218
Change-29,218 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 28,296
Change-28,296 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 24,704
Change-24,704 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,184
Change-24,184 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 23,705
Change-23,705 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 20,535
Change-20,535 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18,764
Change-18,764 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 18,467
Change-18,467 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 17,626
Change-17,626 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,271
Change-16,271 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 14,181
Change-14,181 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 12,462
Change-12,462 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,946
Change-11,946 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,585
Change-10,585 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 6,282
Change-6,282 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 3,436
Change-3,436 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 950
Change-950 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 357
Change-357 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Blair William & Co
N/A
Shares— from 101
Change-101 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 52
Change-52 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
M3f, Inc.
INCREASED2,453,551764,445+1,689,106+221%$7.6M$14.8K-$7.6M2026-10-21
LB Partners LLC
INCREASED1,492,500632,500+860,000+136%$6.3M$9.0M+$2.7M2026-11-05
Dimensional Fund Advisors LP
INCREASED878,084646,233+231,851+36%$6.4M$5.3M-$1.1M2026-11-04
Geode Capital Management, LLC
INCREASED775,860742,860+33,000+4%$7.4M$4.7M-$2.7M2026-11-06
Barclays PLC
INCREASED205,08766,884+138,203+207%$664.2K$1.2M+$572.5K2026-11-06
Kestra Advisory Services, LLC
INCREASED200,507189,253+11,254+6%$1.9M$1.2M-$670.2K2026-11-02
Deutsche Bank Ag\
INCREASED137,169132,647+4,522+3%$1.3M$827.1K-$490.1K2026-11-06
Bank of New York Mellon Corp
INCREASED102,00589,743+12,262+14%$891.1K$615.1K-$276.1K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED95,06711,993+83,074+693%$119.1K$573.3K+$454.2K2026-10-16
Creative Planning
INCREASED82,29367,083+15,210+23%$666.1K$496.2K-$169.9K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED68,04365,585+2,458+4%$656.5K$404.9K-$251.7K2026-11-04
Diversify Advisory Services, LLC
UNCHANGED49,96749,96700%$470.7K$288.3K-$182.4K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED49,96749,96700%$470.7K$288.3K-$182.4K2026-10-20
State of Wyoming
DECREASED49,63356,132-6,499-12%$557.4K$299.3K-$258.1K2026-10-28
Northland Securities, Inc.
INCREASED46,93333,433+13,500+40%$332.0K$283.0K-$49.0K2026-11-02
Exchange Traded Concepts, LLC
INCREASED40,53632,775+7,761+24%$325.5K$244.4K-$81.0K2026-10-28
LPL Financial LLC
DECREASED32,790206,417-173,627-84%$2.0M$197.7K-$1.9M2026-11-06
State of Alaska, Department of Revenue
INCREASED26,14122,452+3,689+16%$222.0K$157-$221.8K2026-10-15
Imc-Chicago, LLC
NEW25,867—+25,867——$156.0K—2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED22,64021,486+1,154+5%$12.8K$13.0K+$2762026-10-13
NorthCrest Asset Manangement, LLC
DECREASED20,50020,526-260%$190.1K$124.8K-$65.2K2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED15,02415,02400%$149.2K$90.6K-$58.6K2026-10-20
Strs Ohio
DECREASED13,80018,100-4,300-24%$179.7K$83.2K-$96.5K2026-10-30
Optivise Advisory Services LLC
DECREASED13,01314,657-1,644-11%$145.5K$78.5K-$67.1K2026-10-19
Simplex Trading, LLC
NEW12,084—+12,084——$72.9K—2026-11-04
Greenleaf Trust
NEW10,617—+10,617——$64.0K—2026-10-29
Russell Investments Group, Ltd.
DECREASED9,43912,703-3,264-26%$126.1K$56.9K-$69.2K2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED5,219109+5,110+4688%$1.1K$31.5K+$30.4K2026-10-29
Citigroup Inc
DECREASED2,76927,123-24,354-90%$269.3K$16.7K-$252.6K2026-11-04
Harbor Capital Advisors, Inc.
INCREASED2,302857+1,445+169%$9$14+$52026-10-22
Private Trust Co NA
UNCHANGED1,7661,76600%$17.5K$10.6K-$6.9K2026-10-20
Fortitude Family Office, LLC
NEW1,670—+1,670——$10.1K—2026-10-14
Farther Finance Advisors, LLC
INCREASED1,31145+1,266+2813%$447$7.9K+$7.5K2026-10-08
Creative Financial Designs Inc
UNCHANGED1,2301,23000%$12.2K$7.4K-$4.8K2026-11-04
Sterling Capital Management LLC
INCREASED1,12191+1,030+1132%$904$6.8K+$5.9K2026-10-22
Avion Wealth
UNCHANGED1,0001,00000%$9$6-$32026-11-04
Gamma Investing LLC
INCREASED745421+324+77%$4.2K$4.5K+$3112026-10-08
Signaturefd, LLC
INCREASED50053+447+843%$526$3.0K+$2.5K2026-10-23
SBI Securities Co., Ltd.
INCREASED495480+15+3%$4.8K$3.0K-$1.8K2026-10-22
Essential Partners LLC
NEW190—+190——$1.1K—2026-10-14
Larson Financial Group LLC
INCREASED179137+42+31%$1.4K$1.1K-$2812026-11-05
Allworth Financial LP
UNCHANGED17817800%$1.8K$1.8K$02026-11-06
TD Private Client Wealth LLC
INCREASED176126+50+40%$1.3K$1.1K-$1902026-10-28
Covestor Ltd
INCREASED14054+86+159%$1$1$02026-10-30
James T. Borello RIA
DECREASED133604-471-78%$6.0K$802-$5.2K2026-10-16
GK Wealth Management LLC
NEW100—+100——$603—2026-10-09
PNC Financial Services Group, Inc.
INCREASED8239+43+110%$387$494+$1072026-11-06
Ascentis Wealth Management, LLC
NEW78—+78——$470—2026-11-03
True Wealth Design, LLC
NEW74—+74——$447—2026-10-13
Root Financial Partners, LLC
NEW54—+54——$326—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED9146-137-94%$1.5K$54-$1.4K2026-11-04
IFP Advisors, Inc
UNCHANGED2200%$20$12-$82026-10-16
MacKenzie Financial Corp
CLOSED0129,032-129,032-100%$1.3M$0-$1.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED036,311-36,311-100%$361.0K$0-$361.0K2026-11-02
New York State Teachers Retirement System
CLOSED02,371-2,371-100%$24$0-$242026-10-22
Blue Bell Private Wealth Management, LLC
CLOSED01,330-1,330-100%$13.2K$0-$13.2K2026-10-29
First Horizon Corp
CLOSED01,000-1,000-100%$9.9K$0-$9.9K2026-10-26
MCF Advisors LLC
CLOSED0500-500-100%$5.0K$0-$5.0K2026-10-28
AdvisorNet Financial, Inc
CLOSED0500-500-100%$5.0K$0-$5.0K2026-10-15
International Assets Investment Management, LLC
CLOSED0331-331-100%$3.3K$0-$3.3K2026-11-02
US Bancorp \de\
CLOSED0233-233-100%$2.3K$0-$2.3K2026-11-05
SJS Investment Consulting Inc.
CLOSED0102-102-100%$1.0K$0-$1.0K2026-10-26
Parallel Advisors, LLC
CLOSED090-90-100%$894$0-$8942026-11-03
Clearstead Advisors, LLC
CLOSED03-3-100%$30$0-$302026-11-06
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Wellington Management Group LLP
N/A—3,019,250-3,019,250-100%$30.0M———
Vanguard Capital Management LLC
N/A—2,216,792-2,216,792-100%$22.0M———
BlackRock, Inc.
N/A—2,047,243-2,047,243-100%$20.3M———
Citadel Advisors LLC
N/A—1,066,428-1,066,428-100%$10.6M———
Corsair Capital Management, L.P.
N/A—1,053,379-1,053,379-100%$10.5M———
Two Sigma Investments, LP
N/A—669,257-669,257-100%$6.6M———
Nuveen, LLC
N/A—641,376-641,376-100%$6.4M———
State Street Corp
N/A—564,617-564,617-100%$5.6M———
Renaissance Technologies LLC
N/A—533,008-533,008-100%$5.3M———
Goldman Sachs Group Inc
N/A—454,143-454,143-100%$4.5M———
Ameriprise Financial Inc
N/A—448,142-448,142-100%$4.5M———
Morgan Stanley
N/A—415,829-415,829-100%$4.1M———
UBS Group AG
N/A—355,108-355,108-100%$3.5M———
Millennium Management LLC
N/A—333,114-333,114-100%$3.3M———
Globeflex Capital L P
N/A—326,313-326,313-100%$3.2M———
Northern Trust Corp
N/A—300,944-300,944-100%$3.0M———
PL Capital Advisors, LLCA
N/A—300,000-300,000-100%$3.0M———
JPMorgan Chase & Co
N/A—285,021-285,021-100%$2.7M———
Vanguard Fiduciary Trust Co
N/A—253,483-253,483-100%$2.5M———
Bank of America Corp
N/A—185,995-185,995-100%$1.8M———
Vanguard Portfolio Management LLC
N/A—178,355-178,355-100%$1.8M———
BNP Paribas Asset Management Holding S.A.
N/A—162,601-162,601-100%$1.6M———
Marshall Wace, LLP
N/A—159,265-159,265-100%$1.6M———
Tudor Investment Corp ET AL
N/A—156,293-156,293-100%$1.6M———
Victory Capital Management Inc
N/A—128,485-128,485-100%$1.3M———
WCG Wealth Advisors LLC
N/A—124,690-124,690-100%$1.2M———
Trexquant Investment LP
N/A—123,482-123,482-100%$1.2M———
First Trust Advisors LP
N/A—116,245-116,245-100%$1.2M———
Manatuck Hill Partners, LLC
N/A—100,000-100,000-100%$993.0K———
Emerald Mutual Fund Advisers Trust
N/A—91,433-91,433-100%$907.9K———
Charles Schwab Investment Management Inc
N/A—87,450-87,450-100%$868.4K———
Federated Hermes, Inc.
N/A—80,914-80,914-100%$803.5K———
American Century Companies Inc
N/A—72,249-72,249-100%$717.4K———
AQR Capital Management LLC
N/A—72,160-72,160-100%$716.5K———
Credit Agricole S A
N/A—62,189-62,189-100%$617.5K———
Man Group plc
N/A—61,941-61,941-100%$615.1K———
Brevan Howard Capital Management LP
N/A—60,343-60,343-100%$599.2K———
ExodusPoint Capital Management, LP
N/A—57,121-57,121-100%$567.2K———
Canada Pension Plan Investment Board
N/A—55,300-55,300-100%$549.1K———
Alliancebernstein L.P.
N/A—48,690-48,690-100%$375.4K———
PDT Partners, LLC
N/A—47,655-47,655-100%$473.2K———
BNP Paribas Financial Markets
N/A—46,742-46,742-100%$464.1K———
Schonfeld Strategic Advisors LLC
N/A—45,101-45,101-100%$447.9K———
AXQ Capital, LP
N/A—42,853-42,853-100%$425.5K———
Zacks Investment Management
N/A—38,585-38,585-100%$383.1K———
Cornerstone Investment Partners, LLC
N/A—38,035-38,035-100%$377.7K———
Raymond James Financial Inc
N/A—35,821-35,821-100%$355.7K———
Virtus Advisers, LLC
N/A—34,667-34,667-100%$344.2K———
Cetera Investment Advisers
N/A—33,204-33,204-100%$329.7K———
Rhumbline Advisers
N/A—31,343-31,343-100%$311.2K———
HighTower Advisors, LLC
N/A—29,218-29,218-100%$290.1K———
Graham Capital Management, L.P.
N/A—28,296-28,296-100%$281.0K———
Wells Fargo & Company
N/A—24,704-24,704-100%$245.3K———
Osaic Holdings, Inc.
N/A—24,184-24,184-100%$240.2K———
Martingale Asset Management L P
N/A—23,705-23,705-100%$235.4K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—20,535-20,535-100%$203.9K———
Price T Rowe Associates Inc
N/A—18,764-18,764-100%$187.0K———
Lazard Asset Management LLC
N/A—18,467-18,467-100%$183.4K———
MetLife Investment Management, LLC
N/A—17,626-17,626-100%$175.0K———
Invesco Ltd.
N/A—16,271-16,271-100%$161.6K———
SEI Investments Co
N/A—15,860-15,860-100%$157.5K———
Private Advisor Group, LLC
N/A—14,181-14,181-100%$140.8K———
Jones Financial Companies Lllp
N/A—12,462-12,462-100%$115.6K———
Mangrove Partners IM, LLC
N/A—11,961-11,961-100%$118.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,946-11,946-100%$118.6K———
Great Valley Advisor Group, Inc.
N/A—11,037-11,037-100%$109.6K———
Vanguard Global Advisers, LLC
N/A—10,744-10,744-100%$106.7K———
XTX Topco Ltd
N/A—10,585-10,585-100%$105.1K———
FMR LLC
N/A—7,179-7,179-100%$71.3K———
Police & Firemen's Retirement System of New Jersey
N/A—6,282-6,282-100%$62.4K———
Meeder Asset Management Inc
N/A—3,436-3,436-100%$34.1K———
LOS Angeles Capital Management LLC
N/A—3,355-3,355-100%$33.3K———
Strategic Investment Solutions, Inc.
N/A—3,227-3,227-100%$32.0K———
Legal & General Group Plc
N/A—2,740-2,740-100%$27.2K———
Ameritas Investment Partners, Inc.
N/A—2,476-2,476-100%$24.6K———
New York State Common Retirement Fund
N/A—2,200-2,200-100%$21.8K———
Tower Research Capital LLC (TRC)
N/A—1,811-1,811-100%$18.0K———
Arax Advisory Partners
N/A—1,508-1,508-100%$15.0K———
Allied Private Wealth LLC
N/A—1,500-1,500-100%$13.6K———
Steward Partners Investment Advisory, LLC
N/A—1,000-1,000-100%$9.9K———
Royal Bank of Canada
N/A—950-950-100%$10.0K———
Group One Trading LLC
N/A—422-422-100%$4.2K———
California State Teachers Retirement System
N/A—357-357-100%$3.5K———
WealthCollab, LLC
N/A—209-209-100%$2.1K———
Optiver Holding B.V.
N/A—117-117-100%$1.2K———
Blair William & Co
N/A—101-101-100%$1.0K———
UBS Asset Management Americas LLC
N/A—96-96-100%$953———
BOK Financial Private Wealth, Inc.
N/A—61-61-100%$606———
National Bank of Canada
N/A—52-52-100%$517———
Hollencrest Capital Management
N/A—15-15-100%$149———
Showing 155 of 155 institutions