Orange County Bancorp Inc (OBT)

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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Orange Investment Advisors, Inc.

UNCHANGED

Shares1,060,922 from 1,060,922

Change0 (0%)

Value$39.2M (+$180.4K)

Filed 2026-10-23

Geode Capital Management, LLC

DECREASED

Shares290,097 from 290,181

Change-84 (0%)

Value$10.7M (+$46.3K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares176,105 from 153,814

Change+22,291 (+14%)

Value$6.5M (+$849.7K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares55,344 from 55,095

Change+249 (+0%)

Value$2.0M (+$18.6K)

Filed 2026-11-05

Keybank National Association

UNCHANGED

Shares35,000 from 35,000

Change0 (0%)

Value$1.3M (+$6.0K)

Filed 2026-11-04

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares32,739

Change+32,739

Value$1.2M

Filed 2026-10-27

Carnegie Investment Counsel

UNCHANGED

Shares31,428 from 31,428

Change0 (0%)

Value$1.2M (+$5.3K)

Filed 2026-10-20

Barclays PLC

INCREASED

Shares28,668 from 25,917

Change+2,751 (+11%)

Value$1.1M (+$106.1K)

Filed 2026-11-06

SummerHaven Investment Management, LLC

DECREASED

Shares24,703 from 27,187

Change-2,484 (-9%)

Value$912.8K (-$87.2K)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares21,335 from 21,260

Change+75 (+0%)

Value$788.3K (+$6.4K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

UNCHANGED

Shares17,328 from 17,328

Change0 (0%)

Value$640.3K (+$3.0K)

Filed 2026-11-02

Alps Advisors Inc

NEW

Shares15,120

Change+15,120

Value$558.7K

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares13,094 from 6,323

Change+6,771 (+107%)

Value$483.8K (+$251.3K)

Filed 2026-10-16

Culbertson A N & Co Inc

INCREASED

Shares12,880 from 5,800

Change+7,080 (+122%)

Value$475.9K (+$262.6K)

Filed 2026-10-21

Deutsche Bank Ag\

DECREASED

Shares10,909 from 12,435

Change-1,526 (-12%)

Value$403.1K (-$54.3K)

Filed 2026-11-06

Daytona Street Capital LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$303.2K (+$8.2K)

Filed 2026-10-15

Russell Investments Group, Ltd.

UNCHANGED

Shares5,106 from 5,106

Change0 (0%)

Value$188.7K (+$868)

Filed 2026-11-06

GoalVest Advisory LLC

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$151.5K (+$697)

Filed 2026-10-02

Citigroup Inc

DECREASED

Shares2,231 from 6,425

Change-4,194 (-65%)

Value$82.4K (-$153.9K)

Filed 2026-11-04

State of Alaska, Department of Revenue

INCREASED

Shares989 from 476

Change+513 (+108%)

Value$35 (+$18)

Filed 2026-10-15

Versant Capital Management, Inc

UNCHANGED

Shares842 from 842

Change0 (0%)

Value$31.1K (+$143)

Filed 2026-10-02

Sterling Capital Management LLC

INCREASED

Shares301 from 188

Change+113 (+60%)

Value$11.1K (+$4.2K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares232 from 232

Change0 (0%)

Value$8.5K ($0)

Filed 2026-11-06

Harbor Capital Advisors, Inc.

DECREASED

Shares207 from 210

Change-3 (-1%)

Value$8 ($0)

Filed 2026-10-22

Pension & Wealth Management Advisors, Inc.

NEW

Shares125

Change+125

Value$4.6K

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares113 from 102

Change+11 (+11%)

Value$4.2K (+$423)

Filed 2026-11-04

IFP Advisors, Inc

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$3.5K (+$16)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares80 from 7

Change+73 (+1043%)

Value$3.0K (+$2.7K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares74 from 21

Change+53 (+252%)

Value$2.7K (+$2.0K)

Filed 2026-10-08

Essential Partners LLC

UNCHANGED

Shares66 from 66

Change0 (0%)

Value$2.4K (+$12)

Filed 2026-10-14

Larson Financial Group LLC

INCREASED

Shares42 from 19

Change+23 (+121%)

Value$1.6K (+$853)

Filed 2026-11-05

Gamma Investing LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$1.6K (+$7)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares30

Change+30

Value$1.1K

Filed 2026-10-21

Covestor Ltd

INCREASED

Shares22 from 17

Change+5 (+29%)

Value$1 ($0)

Filed 2026-10-30

Provenance Wealth Advisors, LLC

NEW

Shares17

Change+17

Value$628

Filed 2026-10-30

Nisa Investment Advisors, LLC

DECREASED

Shares16 from 154

Change-138 (-90%)

Value$591 (-$5.1K)

Filed 2026-10-20

True Wealth Design, LLC

UNCHANGED

Shares13 from 13

Change0 (0%)

Value$481 (+$2)

Filed 2026-10-13

Fortitude Family Office, LLC

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$111 (+$1)

Filed 2026-10-14

Clearstead Advisors, LLC

DECREASED

Shares2 from 17

Change-15 (-88%)

Value$74 (-$552)

Filed 2026-11-06

Thrivent Financial for Lutherans

CLOSED

Shares0 from 6,611

Change-6,611 (-100%)

Value$0 (-$243.0K)

Filed 2026-11-05

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$294)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,960,135

Change-1,960,135 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 471,006

Change-471,006 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 311,740

Change-311,740 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 307,530

Change-307,530 (-100%)

Value—

State Street Corp

N/A

Shares— from 216,289

Change-216,289 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 186,035

Change-186,035 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 163,889

Change-163,889 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 110,940

Change-110,940 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 108,045

Change-108,045 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 101,648

Change-101,648 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 98,930

Change-98,930 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 98,314

Change-98,314 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 85,765

Change-85,765 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 84,374

Change-84,374 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 76,592

Change-76,592 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 75,601

Change-75,601 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 72,328

Change-72,328 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 70,543

Change-70,543 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 57,789

Change-57,789 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 49,100

Change-49,100 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 44,789

Change-44,789 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 43,429

Change-43,429 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 40,764

Change-40,764 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 39,446

Change-39,446 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 37,711

Change-37,711 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 37,278

Change-37,278 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 37,050

Change-37,050 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 35,205

Change-35,205 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 34,950

Change-34,950 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 27,000

Change-27,000 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,655

Change-26,655 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 26,580

Change-26,580 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,156

Change-26,156 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 24,780

Change-24,780 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 22,959

Change-22,959 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 22,336

Change-22,336 (-100%)

Value—

Gator Capital Management, LLC

N/A

Shares— from 22,020

Change-22,020 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 21,075

Change-21,075 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 15,756

Change-15,756 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 12,635

Change-12,635 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,890

Change-10,890 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,352

Change-10,352 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 9,964

Change-9,964 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 9,858

Change-9,858 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 9,516

Change-9,516 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,694

Change-8,694 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 8,278

Change-8,278 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 8,171

Change-8,171 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Kahn Brothers Group Inc

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 7,062

Change-7,062 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,881

Change-6,881 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 6,654

Change-6,654 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,886

Change-5,886 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,824

Change-5,824 (-100%)

Value—

Biondo Investment Advisors, LLC

N/A

Shares— from 5,700

Change-5,700 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 4,714

Change-4,714 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,058

Change-4,058 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,762

Change-3,762 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 3,227

Change-3,227 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,212

Change-2,212 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,455

Change-1,455 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,236

Change-1,236 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 1,086

Change-1,086 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 776

Change-776 (-100%)

Value—

Accent Capital Management, LLC

N/A

Shares— from 204

Change-204 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 164

Change-164 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 49

Change-49 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Orange Investment Advisors, Inc.	UNCHANGED	1,060,922	1,060,922	0	0%	$39.0M	$39.2M	+$180.4K	2026-10-23
Geode Capital Management, LLC	DECREASED	290,097	290,181	-84	0%	$10.7M	$10.7M	+$46.3K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	176,105	153,814	+22,291	+14%	$5.7M	$6.5M	+$849.7K	2026-11-04
Bank of New York Mellon Corp	INCREASED	55,344	55,095	+249	+0%	$2.0M	$2.0M	+$18.6K	2026-11-05
Keybank National Association	UNCHANGED	35,000	35,000	0	0%	$1.3M	$1.3M	+$6.0K	2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	32,739	—	+32,739	—	—	$1.2M	—	2026-10-27
Carnegie Investment Counsel	UNCHANGED	31,428	31,428	0	0%	$1.2M	$1.2M	+$5.3K	2026-10-20
Barclays PLC	INCREASED	28,668	25,917	+2,751	+11%	$953.2K	$1.1M	+$106.1K	2026-11-06
SummerHaven Investment Management, LLC	DECREASED	24,703	27,187	-2,484	-9%	$999.9K	$912.8K	-$87.2K	2026-10-19
LPL Financial LLC	INCREASED	21,335	21,260	+75	+0%	$781.9K	$788.3K	+$6.4K	2026-11-06
Commonwealth Equity Services, LLC	UNCHANGED	17,328	17,328	0	0%	$637.3K	$640.3K	+$3.0K	2026-11-02
Alps Advisors Inc	NEW	15,120	—	+15,120	—	—	$558.7K	—	2026-11-03
Y-Intercept (Hong Kong) Ltd	INCREASED	13,094	6,323	+6,771	+107%	$232.6K	$483.8K	+$251.3K	2026-10-16
Culbertson A N & Co Inc	INCREASED	12,880	5,800	+7,080	+122%	$213.3K	$475.9K	+$262.6K	2026-10-21
Deutsche Bank Ag\	DECREASED	10,909	12,435	-1,526	-12%	$457.4K	$403.1K	-$54.3K	2026-11-06
Daytona Street Capital LLC	UNCHANGED	8,000	8,000	0	0%	$295.0K	$303.2K	+$8.2K	2026-10-15
Russell Investments Group, Ltd.	UNCHANGED	5,106	5,106	0	0%	$187.8K	$188.7K	+$868	2026-11-06
GoalVest Advisory LLC	UNCHANGED	4,100	4,100	0	0%	$150.8K	$151.5K	+$697	2026-10-02
Citigroup Inc	DECREASED	2,231	6,425	-4,194	-65%	$236.3K	$82.4K	-$153.9K	2026-11-04
State of Alaska, Department of Revenue	INCREASED	989	476	+513	+108%	$17	$35	+$18	2026-10-15
Versant Capital Management, Inc	UNCHANGED	842	842	0	0%	$31.0K	$31.1K	+$143	2026-10-02
Sterling Capital Management LLC	INCREASED	301	188	+113	+60%	$6.9K	$11.1K	+$4.2K	2026-10-22
Allworth Financial LP	UNCHANGED	232	232	0	0%	$8.5K	$8.5K	$0	2026-11-06
Harbor Capital Advisors, Inc.	DECREASED	207	210	-3	-1%	$8	$8	$0	2026-10-22
Pension & Wealth Management Advisors, Inc.	NEW	125	—	+125	—	—	$4.6K	—	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	113	102	+11	+11%	$3.8K	$4.2K	+$423	2026-11-04
IFP Advisors, Inc	UNCHANGED	95	95	0	0%	$3.5K	$3.5K	+$16	2026-10-16
SJS Investment Consulting Inc.	INCREASED	80	7	+73	+1043%	$258	$3.0K	+$2.7K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	74	21	+53	+252%	$777	$2.7K	+$2.0K	2026-10-08
Essential Partners LLC	UNCHANGED	66	66	0	0%	$2.4K	$2.4K	+$12	2026-10-14
Larson Financial Group LLC	INCREASED	42	19	+23	+121%	$699	$1.6K	+$853	2026-11-05
Gamma Investing LLC	UNCHANGED	42	42	0	0%	$1.5K	$1.6K	+$7	2026-10-08
Root Financial Partners, LLC	NEW	30	—	+30	—	—	$1.1K	—	2026-10-21
Covestor Ltd	INCREASED	22	17	+5	+29%	$1	$1	$0	2026-10-30
Provenance Wealth Advisors, LLC	NEW	17	—	+17	—	—	$628	—	2026-10-30
Nisa Investment Advisors, LLC	DECREASED	16	154	-138	-90%	$5.7K	$591	-$5.1K	2026-10-20
True Wealth Design, LLC	UNCHANGED	13	13	0	0%	$479	$481	+$2	2026-10-13
Fortitude Family Office, LLC	UNCHANGED	3	3	0	0%	$110	$111	+$1	2026-10-14
Clearstead Advisors, LLC	DECREASED	2	17	-15	-88%	$626	$74	-$552	2026-11-06
Thrivent Financial for Lutherans	CLOSED	0	6,611	-6,611	-100%	$243.0K	$0	-$243.0K	2026-11-05
Wealth Enhancement Trust Services, Inc.	CLOSED	0	8	-8	-100%	$294	$0	-$294	2026-10-07
BlackRock, Inc.	N/A	—	1,960,135	-1,960,135	-100%	$72.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	471,006	-471,006	-100%	$17.3M	—	—	—
American Century Companies Inc	N/A	—	311,740	-311,740	-100%	$11.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	307,530	-307,530	-100%	$11.3M	—	—	—
State Street Corp	N/A	—	216,289	-216,289	-100%	$8.0M	—	—	—
Banc Funds Co LLC	N/A	—	186,035	-186,035	-100%	$6.8M	—	—	—
Alliancebernstein L.P.	N/A	—	163,889	-163,889	-100%	$5.2M	—	—	—
Morgan Stanley	N/A	—	110,940	-110,940	-100%	$4.1M	—	—	—
AQR Capital Management LLC	N/A	—	108,045	-108,045	-100%	$4.0M	—	—	—
Two Sigma Investments, LP	N/A	—	101,648	-101,648	-100%	$3.7M	—	—	—
Northern Trust Corp	N/A	—	98,930	-98,930	-100%	$3.6M	—	—	—
Wellington Management Group LLP	N/A	—	98,314	-98,314	-100%	$3.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	85,765	-85,765	-100%	$3.2M	—	—	—
Brown Brothers Harriman & Co	N/A	—	84,374	-84,374	-100%	$3.1M	—	—	—
Marshall Wace, LLP	N/A	—	76,592	-76,592	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	75,601	-75,601	-100%	$2.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	72,328	-72,328	-100%	$2.7M	—	—	—
EJF Capital LP	N/A	—	70,543	-70,543	-100%	$2.6M	—	—	—
Bank of America Corp	N/A	—	57,789	-57,789	-100%	$2.1M	—	—	—
Renaissance Technologies LLC	N/A	—	49,100	-49,100	-100%	$1.8M	—	—	—
Ameriprise Financial Inc	N/A	—	44,789	-44,789	-100%	$1.6M	—	—	—
HSBC Holdings PLC	N/A	—	43,429	-43,429	-100%	$1.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	40,764	-40,764	-100%	$1.5M	—	—	—
First Trust Advisors LP	N/A	—	39,446	-39,446	-100%	$1.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	37,711	-37,711	-100%	$1.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	37,278	-37,278	-100%	$1.4M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	37,050	-37,050	-100%	$1.4M	—	—	—
Quantinno Capital Management LP	N/A	—	35,205	-35,205	-100%	$1.3M	—	—	—
Victory Capital Management Inc	N/A	—	34,950	-34,950	-100%	$1.3M	—	—	—
Maltese Capital Management LLC	N/A	—	27,000	-27,000	-100%	$993.1K	—	—	—
XTX Topco Ltd	N/A	—	26,655	-26,655	-100%	$980.4K	—	—	—
Millennium Management LLC	N/A	—	26,580	-26,580	-100%	$977.6K	—	—	—
Citadel Advisors LLC	N/A	—	26,156	-26,156	-100%	$962.0K	—	—	—
Martingale Asset Management L P	N/A	—	24,780	-24,780	-100%	$911.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	22,959	-22,959	-100%	$844.4K	—	—	—
JPMorgan Chase & Co	N/A	—	22,336	-22,336	-100%	$831.8K	—	—	—
Gator Capital Management, LLC	N/A	—	22,020	-22,020	-100%	$809.9K	—	—	—
Nuveen, LLC	N/A	—	21,075	-21,075	-100%	$775.1K	—	—	—
Squarepoint Ops LLC	N/A	—	15,756	-15,756	-100%	$579.5K	—	—	—
Rhumbline Advisers	N/A	—	12,635	-12,635	-100%	$464.7K	—	—	—
Wells Fargo & Company	N/A	—	10,890	-10,890	-100%	$400.5K	—	—	—
UBS Group AG	N/A	—	10,352	-10,352	-100%	$380.7K	—	—	—
Voleon Capital Management LP	N/A	—	9,964	-9,964	-100%	$366.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	9,858	-9,858	-100%	$363.0K	—	—	—
HighTower Advisors, LLC	N/A	—	9,516	-9,516	-100%	$350.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,694	-8,694	-100%	$319.8K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	8,278	-8,278	-100%	$304.5K	—	—	—
Invesco Ltd.	N/A	—	8,171	-8,171	-100%	$300.5K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	8,000	-8,000	-100%	$294.2K	—	—	—
Kahn Brothers Group Inc	N/A	—	8,000	-8,000	-100%	$294.2K	—	—	—
IEQ Capital, LLC	N/A	—	7,062	-7,062	-100%	$259.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,881	-6,881	-100%	$253.1K	—	—	—
Quadrature Capital Ltd	N/A	—	6,654	-6,654	-100%	$244.7K	—	—	—
New York State Common Retirement Fund	N/A	—	5,886	-5,886	-100%	$216.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,824	-5,824	-100%	$214.2K	—	—	—
Biondo Investment Advisors, LLC	N/A	—	5,700	-5,700	-100%	$209.6K	—	—	—
Globeflex Capital L P	N/A	—	4,714	-4,714	-100%	$173.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,058	-4,058	-100%	$149.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,762	-3,762	-100%	$138.4K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	3,227	-3,227	-100%	$118.7K	—	—	—
Royal Bank of Canada	N/A	—	2,212	-2,212	-100%	$81.0K	—	—	—
FMR LLC	N/A	—	1,455	-1,455	-100%	$53.5K	—	—	—
Legal & General Group Plc	N/A	—	1,236	-1,236	-100%	$45.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,148	-1,148	-100%	$42.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	1,086	-1,086	-100%	$39.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,030	-1,030	-100%	$37.9K	—	—	—
Arax Advisory Partners	N/A	—	776	-776	-100%	$28.5K	—	—	—
Accent Capital Management, LLC	N/A	—	204	-204	-100%	$7.5K	—	—	—
California State Teachers Retirement System	N/A	—	164	-164	-100%	$6.0K	—	—	—
Rothschild Investment LLC	N/A	—	51	-51	-100%	$1.9K	—	—	—
Picton Mahoney Asset Management	N/A	—	49	-49	-100%	$1.8K	—	—	—
Optiver Holding B.V.	N/A	—	34	-34	-100%	$1.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	17	-17	-100%	$625	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$37	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$37	—	—	—

Showing 116 of 116 institutions