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Orchid Island Capital Inc (ORC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wolverine Asset Management LLC
INCREASED
Shares1,503,654 from 706,855
Change+796,799 (+113%)
Value$8.2M (+$3.2M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW
Shares559,622
Change+559,622
Value$3.0M
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares556,770 from 559,452
Change-2,682 (0%)
Value$3.0M (-$876.1K)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares523,354 from 672,255
Change-148,901 (-22%)
Value$2.8M (-$1.8M)
Filed 2026-11-04
GraniteShares Advisors LLC
INCREASED
Shares389,347 from 383,326
Change+6,021 (+2%)
Value$2.1M (-$557.6K)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares230,051 from 239,570
Change-9,519 (-4%)
Value$1.2M (-$420.6K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares109,710 from 42,416
Change+67,294 (+159%)
Value$595.7K (+$300.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares97,791 from 95,412
Change+2,379 (+2%)
Value$531.0K (-$134.0K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares87,006 from 138,622
Change-51,616 (-37%)
Value$472.4K (-$493.7K)
Filed 2026-11-02
Fulcrum Asset Management LLP
INCREASED
Shares86,710 from 30,362
Change+56,348 (+186%)
Value$500.3K (+$288.7K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
INCREASED
Shares58,314 from 17,212
Change+41,102 (+239%)
Value$322.5K (+$200.8K)
Filed 2026-10-20
Virginia Retirement Systems ET Al
DECREASED
Shares57,650 from 98,950
Change-41,300 (-42%)
Value$313.0K (-$376.6K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares57,510 from 54,876
Change+2,634 (+5%)
Value$312.3K (-$70.2K)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares56,553 from 55,379
Change+1,174 (+2%)
Value$307.1K (-$78.9K)
Filed 2026-11-03
Strs Ohio
INCREASED
Shares56,200 from 40,300
Change+15,900 (+39%)
Value$305.2K (+$24.3K)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares45,959 from 38,624
Change+7,335 (+19%)
Value$249.6K (-$19.7K)
Filed 2026-11-06
Aegis Wealth Management, Inc.
DECREASED
Shares41,127 from 42,727
Change-1,600 (-4%)
Value$223.3K (-$74.5K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares40,110 from 32,975
Change+7,135 (+22%)
Value$218 (-$229.8K)
Filed 2026-10-22
Pictet Asset Management Holding SA
UNCHANGED
Shares36,438 from 36,438
Change0 (0%)
Value$197.9K (-$56.1K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW
Shares35,393
Change+35,393
Value$177.7K
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares30,396 from 29,600
Change+796 (+3%)
Value$165.1K (-$41.3K)
Filed 2026-10-29
ProShare Advisors LLC
DECREASED
Shares25,844 from 26,952
Change-1,108 (-4%)
Value$140.3K (-$47.5K)
Filed 2026-10-29
Ethic Inc.
INCREASED
Shares21,541 from 14,145
Change+7,396 (+52%)
Value$117.0K (+$18.4K)
Filed 2026-11-03
Xponance LLC
DECREASED
Shares19,425 from 19,765
Change-340 (-2%)
Value$105.5K (-$32.3K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED
Shares16,214 from 16,214
Change0 (0%)
Value$88.0K (-$25.0K)
Filed 2026-11-03
Clark Asset Management, LLC
INCREASED
Shares15,798 from 15,074
Change+724 (+5%)
Value$85.8K (-$19.3K)
Filed 2026-10-19
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares15,001 from 15,001
Change0 (0%)
Value$81.5K (-$23.1K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,073 from 20,034
Change-5,961 (-30%)
Value$76 (-$139.9K)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
NEW
Shares11,738
Change+11,738
Value$65
Filed 2026-10-27
Principal Financial Group Inc
NEW
Shares10,454
Change+10,454
Value$56.8K
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares10,386 from 8,276
Change+2,110 (+26%)
Value$56.4K (-$1.3K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares8,939 from 2,637
Change+6,302 (+239%)
Value$48.5K (+$30.2K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares4,516 from 3,650
Change+866 (+24%)
Value$24.5K (-$919)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares4,008 from 4,148
Change-140 (-3%)
Value$21.8K (-$7.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares3,645 from 1,691
Change+1,954 (+116%)
Value$19.8K (+$8.0K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares2,332 from 2,558
Change-226 (-9%)
Value$12.7K (-$5.2K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares1,753 from 1,672
Change+81 (+5%)
Value$9.5K (-$2.1K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares1,629 from 1,008
Change+621 (+62%)
Value$8.8K (+$1.8K)
Filed 2026-11-05
Parkside Financial Bank & Trust
NEW
Shares1,310
Change+1,310
Value$7.1K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares810 from 1,879
Change-1,069 (-57%)
Value$4.4K (-$8.7K)
Filed 2026-11-04
Versant Capital Management, Inc
INCREASED
Shares738 from 10
Change+728 (+7280%)
Value$4.0K (+$3.9K)
Filed 2026-10-02
Bayforest Capital Ltd
DECREASED
Shares700 from 10,588
Change-9,888 (-93%)
Value$3.8K (-$70.0K)
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares585 from 203
Change+382 (+188%)
Value$3.2K (+$1.8K)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares555
Change+555
Value$3.0K
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares422 from 3,532
Change-3,110 (-88%)
Value$2.3K (-$22.3K)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares412 from 320
Change+92 (+29%)
Value$2 ($0)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares395 from 406
Change-11 (-3%)
Value$2.1K (-$685)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares367 from 141
Change+226 (+160%)
Value$2.0K (+$1.0K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares328 from 298
Change+30 (+10%)
Value$1.8K (-$296)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares307
Change+307
Value$1.7K
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.6K (-$462)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares257 from 50
Change+207 (+414%)
Value$1.4K (+$1.0K)
Filed 2026-11-05
First Horizon Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.1K (-$308)
Filed 2026-10-26
Clearstead Advisors, LLC
DECREASED
Shares105 from 918
Change-813 (-89%)
Value$571 (-$5.8K)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$543 (-$154)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares63 from 5,584
Change-5,521 (-99%)
Value$342 (-$38.6K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares35
Change+35
Value$190
Filed 2026-10-13
Cullen T Bankers, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$10 (-$2)
Filed 2026-10-28
True Wealth Design, LLC
NEW
Shares1
Change+1
Value$6
Filed 2026-10-13
Imc-Chicago, LLC
CLOSED
Shares0 from 26,747
Change-26,747 (-100%)
Value$0 (-$186.4K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 15,820
Change-15,820 (-100%)
Value$0 (-$110.3K)
Filed 2026-10-22
State of Wyoming
CLOSED
Shares0 from 9,320
Change-9,320 (-100%)
Value$0 (-$65.0K)
Filed 2026-10-28
Simplex Trading, LLC
CLOSED
Shares0 from 2,452
Change-2,452 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$948)
Filed 2026-10-05
Center for Financial Planning, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$697)
Filed 2026-10-26
Breakwater Investment Management
CLOSED
Shares0 from 99
Change-99 (-100%)
Value$0 (-$691)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$446)
Filed 2026-10-23
Assetmark, Inc
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$446)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$181)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 20,540,427
Change-20,540,427 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 8,933,346
Change-8,933,346 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 5,236,176
Change-5,236,176 (-100%)
Value—
State Street Corp
N/A
Shares— from 4,529,701
Change-4,529,701 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,847,111
Change-3,847,111 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,504,383
Change-3,504,383 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,915,932
Change-2,915,932 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 2,370,898
Change-2,370,898 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,306,950
Change-2,306,950 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,017,011
Change-2,017,011 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,835,163
Change-1,835,163 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,709,184
Change-1,709,184 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,693,818
Change-1,693,818 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,686,744
Change-1,686,744 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,333,225
Change-1,333,225 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,259,851
Change-1,259,851 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,020,570
Change-1,020,570 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 972,010
Change-972,010 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 775,558
Change-775,558 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 684,503
Change-684,503 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 541,026
Change-541,026 (-100%)
Value—
FMR LLC
N/A
Shares— from 488,636
Change-488,636 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 473,000
Change-473,000 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 440,927
Change-440,927 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 424,683
Change-424,683 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 422,514
Change-422,514 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 414,562
Change-414,562 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 402,700
Change-402,700 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 356,278
Change-356,278 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 282,162
Change-282,162 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 281,102
Change-281,102 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 278,582
Change-278,582 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 270,922
Change-270,922 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 261,282
Change-261,282 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 260,884
Change-260,884 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 260,674
Change-260,674 (-100%)
Value—
Varcov Co.
N/A
Shares— from 244,708
Change-244,708 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 244,045
Change-244,045 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 236,380
Change-236,380 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 234,973
Change-234,973 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 211,710
Change-211,710 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 203,000
Change-203,000 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 188,829
Change-188,829 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 181,994
Change-181,994 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 170,421
Change-170,421 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 169,105
Change-169,105 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 154,419
Change-154,419 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 154,273
Change-154,273 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 149,800
Change-149,800 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 147,930
Change-147,930 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 147,517
Change-147,517 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 143,652
Change-143,652 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 139,914
Change-139,914 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 120,023
Change-120,023 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 116,874
Change-116,874 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 112,387
Change-112,387 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 99,880
Change-99,880 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 97,393
Change-97,393 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 96,284
Change-96,284 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 94,013
Change-94,013 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 92,400
Change-92,400 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 91,259
Change-91,259 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 86,451
Change-86,451 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 86,136
Change-86,136 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 77,533
Change-77,533 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 76,894
Change-76,894 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 75,459
Change-75,459 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 73,227
Change-73,227 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 72,228
Change-72,228 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 70,654
Change-70,654 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 68,567
Change-68,567 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 61,815
Change-61,815 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 60,709
Change-60,709 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 59,034
Change-59,034 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 55,342
Change-55,342 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 49,310
Change-49,310 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 42,035
Change-42,035 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 41,090
Change-41,090 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 40,163
Change-40,163 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 39,236
Change-39,236 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 37,214
Change-37,214 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 36,829
Change-36,829 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 33,999
Change-33,999 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 32,945
Change-32,945 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 30,115
Change-30,115 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 30,055
Change-30,055 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 27,768
Change-27,768 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,590
Change-27,590 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 26,880
Change-26,880 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,532
Change-26,532 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,966
Change-23,966 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 23,158
Change-23,158 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 22,198
Change-22,198 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 21,455
Change-21,455 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 21,132
Change-21,132 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 21,042
Change-21,042 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 19,691
Change-19,691 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 18,681
Change-18,681 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,686
Change-16,686 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,500
Change-15,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,007
Change-14,007 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 13,476
Change-13,476 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,160
Change-12,160 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 11,425
Change-11,425 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,145
Change-11,145 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 10,907
Change-10,907 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,508
Change-10,508 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 8,711
Change-8,711 (-100%)
Value—
Rogco, LP
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 940
Change-940 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 884
Change-884 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 76
Change-76 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Wolverine Asset Management LLC
INCREASED1,503,654706,855+796,799+113%$4.9M$8.2M+$3.2M2026-11-02
Y-Intercept (Hong Kong) Ltd
NEW559,622—+559,622——$3.0M—2026-10-16
Bank of New York Mellon Corp
DECREASED556,770559,452-2,6820%$3.9M$3.0M-$876.1K2026-11-05
Citigroup Inc
DECREASED523,354672,255-148,901-22%$4.7M$2.8M-$1.8M2026-11-04
GraniteShares Advisors LLC
INCREASED389,347383,326+6,021+2%$2.7M$2.1M-$557.6K2026-10-29
Independent Financial Group, LLC
DECREASED230,051239,570-9,519-4%$1.7M$1.2M-$420.6K2026-10-13
Barclays PLC
INCREASED109,71042,416+67,294+159%$295.6K$595.7K+$300.1K2026-11-06
Commonwealth Equity Services, LLC
INCREASED97,79195,412+2,379+2%$665.0K$531.0K-$134.0K2026-11-02
Creative Planning
DECREASED87,006138,622-51,616-37%$966.2K$472.4K-$493.7K2026-11-02
Fulcrum Asset Management LLP
INCREASED86,71030,362+56,348+186%$211.6K$500.3K+$288.7K2026-11-04
Nisa Investment Advisors, LLC
INCREASED58,31417,212+41,102+239%$121.7K$322.5K+$200.8K2026-10-20
Virginia Retirement Systems ET Al
DECREASED57,65098,950-41,300-42%$689.7K$313.0K-$376.6K2026-10-28
BCS Wealth Management
INCREASED57,51054,876+2,634+5%$382.5K$312.3K-$70.2K2026-11-03
Arizona State Retirement System
INCREASED56,55355,379+1,174+2%$386.0K$307.1K-$78.9K2026-11-03
Strs Ohio
INCREASED56,20040,300+15,900+39%$280.9K$305.2K+$24.3K2026-10-30
Merit Financial Group, LLC
INCREASED45,95938,624+7,335+19%$269.2K$249.6K-$19.7K2026-11-06
Aegis Wealth Management, Inc.
DECREASED41,12742,727-1,600-4%$297.8K$223.3K-$74.5K2026-10-26
Wedbush Securities Inc
INCREASED40,11032,975+7,135+22%$230.0K$218-$229.8K2026-10-22
Pictet Asset Management Holding SA
UNCHANGED36,43836,43800%$254.0K$197.9K-$56.1K2026-11-03
Wealth Enhancement Advisory Services, LLC
NEW35,393—+35,393——$177.7K—2026-10-13
Integrity Alliance, Llc.
INCREASED30,39629,600+796+3%$206.3K$165.1K-$41.3K2026-10-29
ProShare Advisors LLC
DECREASED25,84426,952-1,108-4%$187.9K$140.3K-$47.5K2026-10-29
Ethic Inc.
INCREASED21,54114,145+7,396+52%$98.6K$117.0K+$18.4K2026-11-03
Xponance LLC
DECREASED19,42519,765-340-2%$137.8K$105.5K-$32.3K2026-11-03
Swiss Life Asset Management Ltd
UNCHANGED16,21416,21400%$113.0K$88.0K-$25.0K2026-11-03
Clark Asset Management, LLC
INCREASED15,79815,074+724+5%$105.1K$85.8K-$19.3K2026-10-19
Three Magnolias Financial Advisors, LLC
UNCHANGED15,00115,00100%$104.6K$81.5K-$23.1K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED14,07320,034-5,961-30%$140.0K$76-$139.9K2026-11-02
DekaBank Deutsche Girozentrale
NEW11,738—+11,738——$65—2026-10-27
Principal Financial Group Inc
NEW10,454—+10,454——$56.8K—2026-11-02
Signaturefd, LLC
INCREASED10,3868,276+2,110+26%$57.7K$56.4K-$1.3K2026-10-23
PNC Financial Services Group, Inc.
INCREASED8,9392,637+6,302+239%$18.4K$48.5K+$30.2K2026-11-06
Gamma Investing LLC
INCREASED4,5163,650+866+24%$25.4K$24.5K-$9192026-10-08
Sterling Capital Management LLC
DECREASED4,0084,148-140-3%$28.9K$21.8K-$7.1K2026-10-22
Farther Finance Advisors, LLC
INCREASED3,6451,691+1,954+116%$11.8K$19.8K+$8.0K2026-10-08
Fifth Third Bancorp
DECREASED2,3322,558-226-9%$17.8K$12.7K-$5.2K2026-11-05
Compass Financial Management LLC
INCREASED1,7531,672+81+5%$11.7K$9.5K-$2.1K2026-10-30
US Bancorp \de\
INCREASED1,6291,008+621+62%$7.0K$8.8K+$1.8K2026-11-05
Parkside Financial Bank & Trust
NEW1,310—+1,310——$7.1K—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED8101,879-1,069-57%$13.1K$4.4K-$8.7K2026-11-04
Versant Capital Management, Inc
INCREASED73810+728+7280%$70$4.0K+$3.9K2026-10-02
Bayforest Capital Ltd
DECREASED70010,588-9,888-93%$73.8K$3.8K-$70.0K2026-11-03
Essential Partners LLC
INCREASED585203+382+188%$1.4K$3.2K+$1.8K2026-10-14
Root Financial Partners, LLC
NEW555—+555——$3.0K—2026-10-21
Parallel Advisors, LLC
DECREASED4223,532-3,110-88%$24.6K$2.3K-$22.3K2026-11-03
Covestor Ltd
INCREASED412320+92+29%$2$2$02026-10-30
IFP Advisors, Inc
DECREASED395406-11-3%$2.8K$2.1K-$6852026-10-16
Physician Wealth Advisors, Inc.
INCREASED367141+226+160%$983$2.0K+$1.0K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED328298+30+10%$2.1K$1.8K-$2962026-11-05
SJS Investment Consulting Inc.
NEW307—+307——$1.7K—2026-10-26
Blue Trust, Inc.
UNCHANGED30030000%$2.1K$1.6K-$4622026-10-15
Larson Financial Group LLC
INCREASED25750+207+414%$349$1.4K+$1.0K2026-11-05
First Horizon Corp
UNCHANGED20020000%$1.4K$1.1K-$3082026-10-26
Clearstead Advisors, LLC
DECREASED105918-813-89%$6.4K$571-$5.8K2026-11-06
Spire Wealth Management
UNCHANGED10010000%$697$543-$1542026-10-30
Evolution Wealth Management Inc.
DECREASED635,584-5,521-99%$38.9K$342-$38.6K2026-10-28
Meriwether Wealth & Planning, LLC
NEW35—+35——$190—2026-10-13
Cullen T Bankers, Inc.
UNCHANGED2200%$12$10-$22026-10-28
True Wealth Design, LLC
NEW1—+1——$6—2026-10-13
Imc-Chicago, LLC
CLOSED026,747-26,747-100%$186.4K$0-$186.4K2026-11-05
Fifth Third Wealth Advisors LLC
CLOSED015,820-15,820-100%$110.3K$0-$110.3K2026-10-22
State of Wyoming
CLOSED09,320-9,320-100%$65.0K$0-$65.0K2026-10-28
Simplex Trading, LLC
CLOSED02,452-2,452-100%$17.1K$0-$17.1K2026-11-04
Gill Capital Partners, LLC
CLOSED0370-370-100%$2.6K$0-$2.6K2026-10-13
Cornerstone Planning Group LLC
CLOSED0272-272-100%$1.8K$0-$1.8K2026-10-16
MassMutual Private Wealth & Trust, FSB
CLOSED0136-136-100%$948$0-$9482026-10-05
Center for Financial Planning, Inc.
CLOSED0100-100-100%$697$0-$6972026-10-26
Breakwater Investment Management
CLOSED099-99-100%$691$0-$6912026-10-20
Stone House Investment Management, LLC
CLOSED064-64-100%$446$0-$4462026-10-23
Assetmark, Inc
CLOSED064-64-100%$446$0-$4462026-10-21
Caitong International Asset Management Co., Ltd
CLOSED026-26-100%$181$0-$1812026-10-29
BlackRock, Inc.
N/A—20,540,427-20,540,427-100%$143.2M———
Vanguard Capital Management LLC
N/A—8,933,346-8,933,346-100%$62.3M———
Geode Capital Management, LLC
N/A—5,236,176-5,236,176-100%$36.5M———
State Street Corp
N/A—4,529,701-4,529,701-100%$32.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,847,111-3,847,111-100%$26.8M———
Goldman Sachs Group Inc
N/A—3,504,383-3,504,383-100%$24.4M———
Invesco Ltd.
N/A—2,915,932-2,915,932-100%$20.3M———
Van Eck Associates Corp
N/A—2,370,898-2,370,898-100%$16.5M———
Northern Trust Corp
N/A—2,306,950-2,306,950-100%$16.1M———
UBS Group AG
N/A—2,017,011-2,017,011-100%$14.1M———
Morgan Stanley
N/A—1,835,163-1,835,163-100%$12.8M———
Vanguard Portfolio Management LLC
N/A—1,709,184-1,709,184-100%$11.9M———
Ameriprise Financial Inc
N/A—1,693,818-1,693,818-100%$11.8M———
Charles Schwab Investment Management Inc
N/A—1,686,744-1,686,744-100%$11.8M———
Vanguard Fiduciary Trust Co
N/A—1,333,225-1,333,225-100%$9.3M———
Millennium Management LLC
N/A—1,259,851-1,259,851-100%$8.8M———
Advisors Asset Management, Inc.
N/A—1,020,570-1,020,570-100%$7.1M———
Citadel Advisors LLC
N/A—972,010-972,010-100%$6.8M———
D. E. Shaw & Co., Inc.
N/A—775,558-775,558-100%$5.4M———
Capital Fund Management S.A.
N/A—684,503-684,503-100%$4.8M———
Arrowstreet Capital, Limited Partnership
N/A—541,026-541,026-100%$3.8M———
FMR LLC
N/A—488,636-488,636-100%$3.4M———
Cetera Investment Advisers
N/A—473,000-473,000-100%$3.3M———
Segall Bryant & Hamill, LLC
N/A—440,927-440,927-100%$3.1M———
Nuveen, LLC
N/A—424,683-424,683-100%$3.0M———
Two Sigma Investments, LP
N/A—422,514-422,514-100%$2.9M———
Bank of America Corp
N/A—414,562-414,562-100%$2.9M———
Swiss National Bank
N/A—402,700-402,700-100%$2.8M———
Picton Mahoney Asset Management
N/A—356,278-356,278-100%$2.5M———
First Trust Advisors LP
N/A—282,162-282,162-100%$2.0M———
Freestone Grove Partners LP
N/A—281,102-281,102-100%$2.0M———
Balyasny Asset Management L.P.
N/A—278,582-278,582-100%$1.9M———
Susquehanna International Group, LLP
N/A—270,922-270,922-100%$1.9M———
Rhumbline Advisers
N/A—261,282-261,282-100%$1.8M———
Jane Street Group, LLC
N/A—260,884-260,884-100%$1.8M———
Wells Fargo & Company
N/A—260,674-260,674-100%$1.8M———
Varcov Co.
N/A—244,708-244,708-100%$1.7M———
Qube Research & Technologies Ltd
N/A—244,045-244,045-100%$1.7M———
Jupiter Asset Management LTD
N/A—236,380-236,380-100%$1.6M———
California State Teachers Retirement System
N/A—234,973-234,973-100%$1.6M———
Alliancebernstein L.P.
N/A—211,710-211,710-100%$1.5M———
Deutsche Bank Ag\
N/A—203,000-203,000-100%$1.4M———
Vanguard Asset Management, Ltd
N/A—188,829-188,829-100%$1.3M———
Penserra Capital Management LLC
N/A—181,994-181,994-100%$1.3M———
Gotham Asset Management, LLC
N/A—170,421-170,421-100%$1.2M———
Price T Rowe Associates Inc
N/A—169,105-169,105-100%$1.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—154,419-154,419-100%$1.1M———
Founders Financial Alliance, LLC
N/A—154,273-154,273-100%$1.1M———
UBS Asset Management Americas LLC
N/A—149,800-149,800-100%$1.0M———
Russell Investments Group, Ltd.
N/A—147,930-147,930-100%$1.0M———
Legal & General Group Plc
N/A—147,517-147,517-100%$1.0M———
Verition Fund Management LLC
N/A—143,652-143,652-100%$1.0M———
AQR Capital Management LLC
N/A—139,914-139,914-100%$975.2K———
MetLife Investment Management, LLC
N/A—120,023-120,023-100%$836.6K———
Virtus Advisers, LLC
N/A—116,874-116,874-100%$814.6K———
SG Americas Securities, LLC
N/A—112,387-112,387-100%$783.0K———
Jupiter Topco LLC
N/A—99,880-99,880-100%$695.7K———
Quantbot Technologies LP
N/A—97,393-97,393-100%$678.8K———
Jain Global LLC
N/A—96,284-96,284-100%$671.1K———
Cerity Partners LLC
N/A—94,013-94,013-100%$655.3K———
Osaic Holdings, Inc.
N/A—92,400-92,400-100%$644.0K———
LOS Angeles Capital Management LLC
N/A—91,259-91,259-100%$636.1K———
JPMorgan Chase & Co
N/A—86,451-86,451-100%$602.6K———
Manufacturers Life Insurance Company, the
N/A—86,136-86,136-100%$600.4K———
Vanguard Global Advisers, LLC
N/A—77,533-77,533-100%$540.4K———
Financial Gravity Companies, Inc.
N/A—76,894-76,894-100%$536.0K———
Marshall Wace, LLP
N/A—75,459-75,459-100%$525.9K———
Quantinno Capital Management LP
N/A—73,227-73,227-100%$510.4K———
Engineers Gate Manager LP
N/A—72,228-72,228-100%$503.4K———
Aster Capital Management (Difc) Ltd
N/A—70,654-70,654-100%$492.5K———
Virtu Financial LLC
N/A—68,567-68,567-100%$478.0K———
New York State Common Retirement Fund
N/A—61,815-61,815-100%$430.9K———
Police & Firemen's Retirement System of New Jersey
N/A—60,709-60,709-100%$423.1K———
LPL Financial LLC
N/A—59,034-59,034-100%$411.5K———
EntryPoint Capital, LLC
N/A—55,342-55,342-100%$385.7K———
Vanguard Investments Australia, Ltd.
N/A—49,310-49,310-100%$343.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—42,035-42,035-100%$293.0K———
Campbell & Co Investment Adviser LLC
N/A—41,090-41,090-100%$286.4K———
KLP Kapitalforvaltning AS
N/A—40,400-40,400-100%$285.0K———
Intech Investment Management LLC
N/A—40,163-40,163-100%$279.9K———
DRW Securities, LLC
N/A—39,236-39,236-100%$273.5K———
BNP Paribas Financial Markets
N/A—37,214-37,214-100%$259.4K———
Voya Investment Management LLC
N/A—36,829-36,829-100%$256.7K———
PFG Investments, LLC
N/A—33,999-33,999-100%$237.0K———
Prudential Financial Inc
N/A—32,945-32,945-100%$229.6K———
Royal Bank of Canada
N/A—30,115-30,115-100%$209.0K———
Vident Advisory, LLC
N/A—30,055-30,055-100%$209.5K———
SEI Investments Co
N/A—27,768-27,768-100%$193.5K———
XTX Topco Ltd
N/A—27,590-27,590-100%$192.3K———
State of Wisconsin Investment Board
N/A—26,880-26,880-100%$187.4K———
Pathstone Holdings, LLC
N/A—26,532-26,532-100%$184.9K———
Raymond James Financial Inc
N/A—25,466-25,466-100%$177.5K———
MidFirst Bank
N/A—25,000-25,000-100%$174.3K———
Brevan Howard Capital Management LP
N/A—23,966-23,966-100%$167.0K———
Victory Capital Management Inc
N/A—23,158-23,158-100%$161.4K———
Bridgefront Capital, LLC
N/A—22,198-22,198-100%$154.7K———
Stonebridge Financial Group, LLC
N/A—21,455-21,455-100%$149.0K———
Voloridge Investment Management, LLC
N/A—21,132-21,132-100%$147.3K———
Mitsubishi UFJ Trust & Banking Corp
N/A—21,042-21,042-100%$146.7K———
Atom Investors LP
N/A—19,691-19,691-100%$137.2K———
Ameritas Investment Partners, Inc.
N/A—18,681-18,681-100%$130.2K———
Wealthspire Retirement, LLC
N/A—16,686-16,686-100%$116.3K———
Madison Wealth Partners, Inc
N/A—15,500-15,500-100%$108.0K———
Two Sigma Securities, LLC
N/A—14,007-14,007-100%$97.6K———
Summit Trail Advisors, LLC
N/A—13,885-13,885-100%$96.8K———
State Board of Administration of Florida Retirement System
N/A—13,680-13,680-100%$95.4K———
Polymer Capital Management (US) LLC
N/A—13,476-13,476-100%$93.9K———
Geneos Wealth Management Inc.
N/A—13,000-13,000-100%$90.6K———
Genesis Wealth Advisors, LLC
N/A—12,816-12,816-100%$89.3K———
Mercer Global Advisors Inc
N/A—12,160-12,160-100%$84.8K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,659-11,659-100%$81.3K———
Inceptionr LLC
N/A—11,425-11,425-100%$79.6K———
CIBC Bancorp USA Inc.
N/A—11,364-11,364-100%$79.2K———
Ameritas Advisory Services, LLC
N/A—11,145-11,145-100%$77.7K———
Jones Financial Companies Lllp
N/A—10,907-10,907-100%$75.8K———
CreativeOne Wealth, LLC
N/A—10,508-10,508-100%$73.2K———
Global Retirement Partners, LLC
N/A—8,711-8,711-100%$60.7K———
Rogco, LP
N/A—7,975-7,975-100%$55.6K———
Allworth Financial LP
N/A—7,948-7,948-100%$55.4K———
Tower Research Capital LLC (TRC)
N/A—6,764-6,764-100%$47.1K———
Bogart Wealth, LLC
N/A—5,640-5,640-100%$39.3K———
IFG Advisory, LLC
N/A—4,940-4,940-100%$34.4K———
Northwestern Mutual Wealth Management Co
N/A—4,671-4,671-100%$32.6K———
Arax Advisory Partners
N/A—3,749-3,749-100%$26.1K———
Federated Hermes, Inc.
N/A—2,871-2,871-100%$20.0K———
Beaird Harris Wealth Management, LLC
N/A—1,354-1,354-100%$9.4K———
Public Employees Retirement System of Ohio
N/A—1,031-1,031-100%$7.2K———
Rockefeller Capital Management L.P.
N/A—1,000-1,000-100%$7.0K———
Huntington National Bank
N/A—940-940-100%$6.6K———
NewEdge Advisors, LLC
N/A—900-900-100%$6.3K———
Optiver Holding B.V.
N/A—884-884-100%$6.2K———
Steward Partners Investment Advisory, LLC
N/A—585-585-100%$4.1K———
Smartleaf Asset Management LLC
N/A—569-569-100%$4.0K———
Ameriflex Group, Inc.
N/A—440-440-100%$3.1K———
Kilter Group LLC
N/A—240-240-100%$1.7K———
Harbour Investments, Inc.
N/A—215-215-100%$1.5K———
Keating Financial Advisory Services, Inc.
N/A—192-192-100%$1.3K———
Rothschild Investment LLC
N/A—130-130-100%$906———
Federation des caisses Desjardins du Quebec
N/A—76-76-100%$531———
Silicon Valley Capital Partners
N/A—10-10-100%$68———
Showing 211 of 211 institutions