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Orrstown Finl Services Inc (ORRF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares1,011,471 from 964,868
Change+46,603 (+5%)
Value$41.0M (+$1.7M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares580,634 from 566,715
Change+13,919 (+2%)
Value$23.6M (+$423.2K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares104,502 from 101,177
Change+3,325 (+3%)
Value$4.2M (+$109.6K)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares56,510 from 64,134
Change-7,624 (-12%)
Value$2.3K (-$2.6M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares51,492 from 31,889
Change+19,603 (+61%)
Value$2.1M (+$787.5K)
Filed 2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED
Shares49,100 from 49,100
Change0 (0%)
Value$2.0M (-$12.3K)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares46,907 from 63,105
Change-16,198 (-26%)
Value$1.9M (-$673.1K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares37,271 from 37,953
Change-682 (-2%)
Value$1.5M (-$37.2K)
Filed 2026-11-06
LSV Asset Management
UNCHANGED
Shares30,700 from 30,700
Change0 (0%)
Value$1.2K (-$1.3M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
NEW
Shares27,860
Change+27,860
Value$1.1M
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares23,142 from 24,503
Change-1,361 (-6%)
Value$939.1K (-$61.4K)
Filed 2026-11-06
truNorth Financial Services, Inc.
DECREASED
Shares23,091 from 23,201
Change-110 (0%)
Value$937.0K (-$10.3K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares23,066 from 31,116
Change-8,050 (-26%)
Value$936.0K (-$334.4K)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares18,746 from 16,419
Change+2,327 (+14%)
Value$760.7K (+$90.3K)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares18,681 from 21,392
Change-2,711 (-13%)
Value$758.1K (-$115.4K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares14,044 from 19,671
Change-5,627 (-29%)
Value$569.9K (-$233.3K)
Filed 2026-11-04
Salzhauer Michael
UNCHANGED
Shares13,734 from 13,734
Change0 (0%)
Value$557.3K (-$3.4K)
Filed 2026-10-28
Alps Advisors Inc
DECREASED
Shares13,661 from 14,667
Change-1,006 (-7%)
Value$554.4K (-$44.5K)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares12,727 from 12,666
Change+61 (+0%)
Value$516.4K (-$708)
Filed 2026-10-16
Daytona Street Capital LLC
INCREASED
Shares10,630 from 10,627
Change+3 (+0%)
Value$440.7K (+$11.5K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares9,768 from 9,409
Change+359 (+4%)
Value$396.4K (+$12.2K)
Filed 2026-11-06
Johnson & White Wealth Management, LLC
DECREASED
Shares9,722 from 10,342
Change-620 (-6%)
Value$394.5K (-$27.7K)
Filed 2026-11-03
Squarepoint Ops LLC
INCREASED
Shares7,626 from 6,754
Change+872 (+13%)
Value$309.5K (+$33.7K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares7,214 from 5,657
Change+1,557 (+28%)
Value$298.5K (+$70.8K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares6,796 from 6,787
Change+9 (+0%)
Value$275.8K (-$1.3K)
Filed 2026-10-23
Sterling Capital Management LLC
DECREASED
Shares6,710 from 6,723
Change-13 (0%)
Value$272.3K (-$2.2K)
Filed 2026-10-22
apricus wealth, LLC
DECREASED
Shares5,500 from 6,394
Change-894 (-14%)
Value$223.2K (-$37.9K)
Filed 2026-10-26
Arizona State Retirement System
INCREASED
Shares5,255 from 5,143
Change+112 (+2%)
Value$213.2K (+$3.3K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares5,124 from 7,165
Change-2,041 (-28%)
Value$207.9K (-$66.9K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
DECREASED
Shares5,010 from 5,103
Change-93 (-2%)
Value$203.3K (-$5.0K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares4,652 from 5,529
Change-877 (-16%)
Value$189 (-$225.8K)
Filed 2026-10-14
Arlington Trust Co LLC
UNCHANGED
Shares4,458 from 4,458
Change0 (0%)
Value$180.9K (-$1.1K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares3,938 from 1,377
Change+2,561 (+186%)
Value$159.8K (+$103.6K)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$43.1K (-$266)
Filed 2026-10-02
Financial Consulate, Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$42.6K (-$263)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares903 from 806
Change+97 (+12%)
Value$36.6K (+$3.7K)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares799 from 782
Change+17 (+2%)
Value$32.4K (+$494)
Filed 2026-10-27
State of Alaska, Department of Revenue
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$31 ($0)
Filed 2026-10-15
WPG Advisers, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$31.5K (-$193)
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$31.4K (-$194)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$31 (-$31.0K)
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$20.9K (-$128)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares428 from 402
Change+26 (+6%)
Value$17.4K (+$954)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$13.3K (-$82)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares307 from 128
Change+179 (+140%)
Value$12.5K (+$7.2K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares233 from 221
Change+12 (+5%)
Value$9.5K (+$432)
Filed 2026-11-05
Assetmark, Inc
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$9.4K (-$58)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares156 from 132
Change+24 (+18%)
Value$6.4K (+$980)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares150 from 3
Change+147 (+4900%)
Value$6.1K (+$6.0K)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$3.7K (-$23)
Filed 2026-10-14
Parallel Advisors, LLC
NEW
Shares78
Change+78
Value$3.2K
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares73
Change+73
Value$3.0K
Filed 2026-10-09
Clark Wealth Partners
NEW
Shares66
Change+66
Value$2.7K
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares66
Change+66
Value$2.7K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares60 from 33
Change+27 (+82%)
Value$2.4K (+$1.1K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares46 from 39
Change+7 (+18%)
Value$1.9K (+$274)
Filed 2026-10-13
Covestor Ltd
INCREASED
Shares42 from 31
Change+11 (+35%)
Value$2 (+$1)
Filed 2026-10-30
Parkside Financial Bank & Trust
NEW
Shares35
Change+35
Value$1.4K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$366 (-$2)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$284
Filed 2026-10-30
Bare Financial Services, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$124 ($0)
Filed 2026-11-04
ProShare Advisors LLC
CLOSED
Shares0 from 172,824
Change-172,824 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$285)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$122)
Filed 2026-10-29
Clearstead Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$41)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 1,680,316
Change-1,680,316 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 835,238
Change-835,238 (-100%)
Value—
State Street Corp
N/A
Shares— from 679,718
Change-679,718 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 665,017
Change-665,017 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 602,129
Change-602,129 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 304,510
Change-304,510 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 290,058
Change-290,058 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 287,636
Change-287,636 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 276,117
Change-276,117 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 243,765
Change-243,765 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 227,435
Change-227,435 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 225,513
Change-225,513 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 174,554
Change-174,554 (-100%)
Value—
Petiole USA ltd
N/A
Shares— from 167,766
Change-167,766 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 154,611
Change-154,611 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 146,302
Change-146,302 (-100%)
Value—
Man Group plc
N/A
Shares— from 146,012
Change-146,012 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 140,705
Change-140,705 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 129,568
Change-129,568 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 125,713
Change-125,713 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 122,787
Change-122,787 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 115,978
Change-115,978 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 98,687
Change-98,687 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 96,219
Change-96,219 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 72,203
Change-72,203 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 70,827
Change-70,827 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 67,564
Change-67,564 (-100%)
Value—
PL Capital Advisors, LLCA
N/A
Shares— from 64,356
Change-64,356 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 61,445
Change-61,445 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 52,077
Change-52,077 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 51,023
Change-51,023 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 50,091
Change-50,091 (-100%)
Value—
UBS Group AG
N/A
Shares— from 49,518
Change-49,518 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 49,273
Change-49,273 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 44,329
Change-44,329 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,185
Change-38,185 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 37,400
Change-37,400 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 32,438
Change-32,438 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 32,157
Change-32,157 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 31,140
Change-31,140 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 25,360
Change-25,360 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24,879
Change-24,879 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 23,008
Change-23,008 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,980
Change-21,980 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 20,029
Change-20,029 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,609
Change-19,609 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,212
Change-19,212 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,057
Change-19,057 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 18,784
Change-18,784 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,566
Change-16,566 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,628
Change-15,628 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 15,058
Change-15,058 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,525
Change-11,525 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 11,342
Change-11,342 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,618
Change-10,618 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,707
Change-9,707 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,902
Change-8,902 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Allstate Corp
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 858
Change-858 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 810
Change-810 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 157
Change-157 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140
Change-140 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED1,011,471964,868+46,603+5%$39.4M$41.0M+$1.7M2026-11-04
Geode Capital Management, LLC
INCREASED580,634566,715+13,919+2%$23.1M$23.6M+$423.2K2026-11-06
Bank of New York Mellon Corp
INCREASED104,502101,177+3,325+3%$4.1M$4.2M+$109.6K2026-11-05
Thrivent Financial for Lutherans
DECREASED56,51064,134-7,624-12%$2.6M$2.3K-$2.6M2026-11-05
Creative Planning
INCREASED51,49231,889+19,603+61%$1.3M$2.1M+$787.5K2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
UNCHANGED49,10049,10000%$2.0M$2.0M-$12.3K2026-10-27
Principal Financial Group Inc
DECREASED46,90763,105-16,198-26%$2.6M$1.9M-$673.1K2026-11-02
Barclays PLC
DECREASED37,27137,953-682-2%$1.5M$1.5M-$37.2K2026-11-06
LSV Asset Management
UNCHANGED30,70030,70000%$1.3M$1.2K-$1.3M2026-11-06
State of New Jersey Common Pension Fund D
NEW27,860—+27,860——$1.1M—2026-11-05
Deutsche Bank Ag\
DECREASED23,14224,503-1,361-6%$1.0M$939.1K-$61.4K2026-11-06
truNorth Financial Services, Inc.
DECREASED23,09123,201-1100%$947.3K$937.0K-$10.3K2026-11-06
Y-Intercept (Hong Kong) Ltd
DECREASED23,06631,116-8,050-26%$1.3M$936.0K-$334.4K2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED18,74616,419+2,327+14%$670.4K$760.7K+$90.3K2026-11-03
Russell Investments Group, Ltd.
DECREASED18,68121,392-2,711-13%$873.4K$758.1K-$115.4K2026-11-06
Citigroup Inc
DECREASED14,04419,671-5,627-29%$803.2K$569.9K-$233.3K2026-11-04
Salzhauer Michael
UNCHANGED13,73413,73400%$560.8K$557.3K-$3.4K2026-10-28
Alps Advisors Inc
DECREASED13,66114,667-1,006-7%$598.9K$554.4K-$44.5K2026-11-03
RKL Wealth Management LLC
INCREASED12,72712,666+61+0%$517.2K$516.4K-$7082026-10-16
Daytona Street Capital LLC
INCREASED10,63010,627+3+0%$429.2K$440.7K+$11.5K2026-10-15
PNC Financial Services Group, Inc.
INCREASED9,7689,409+359+4%$384.2K$396.4K+$12.2K2026-11-06
Johnson & White Wealth Management, LLC
DECREASED9,72210,342-620-6%$422.2K$394.5K-$27.7K2026-11-03
Squarepoint Ops LLC
INCREASED7,6266,754+872+13%$275.8K$309.5K+$33.7K2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED7,2145,657+1,557+28%$227.8K$298.5K+$70.8K2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED6,7966,787+9+0%$277.1K$275.8K-$1.3K2026-10-23
Sterling Capital Management LLC
DECREASED6,7106,723-130%$274.5K$272.3K-$2.2K2026-10-22
apricus wealth, LLC
DECREASED5,5006,394-894-14%$261.1K$223.2K-$37.9K2026-10-26
Arizona State Retirement System
INCREASED5,2555,143+112+2%$210.0K$213.2K+$3.3K2026-11-03
Savant Capital, LLC
DECREASED5,1247,165-2,041-28%$274.9K$207.9K-$66.9K2026-11-06
Almanack Investment Partners, Llc.
DECREASED5,0105,103-93-2%$208.4K$203.3K-$5.0K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED4,6525,529-877-16%$226.0K$189-$225.8K2026-10-14
Arlington Trust Co LLC
UNCHANGED4,4584,45800%$182.0K$180.9K-$1.1K2026-10-20
Nisa Investment Advisors, LLC
INCREASED3,9381,377+2,561+186%$56.2K$159.8K+$103.6K2026-10-20
Versant Capital Management, Inc
UNCHANGED1,0611,06100%$43.3K$43.1K-$2662026-10-02
Financial Consulate, Inc
UNCHANGED1,0501,05000%$42.9K$42.6K-$2632026-10-23
Larson Financial Group LLC
INCREASED903806+97+12%$32.9K$36.6K+$3.7K2026-11-05
Pinnacle Wealth Planning Services, Inc.
INCREASED799782+17+2%$31.9K$32.4K+$4942026-10-27
State of Alaska, Department of Revenue
UNCHANGED77977900%$31$31$02026-10-15
WPG Advisers, LLC
UNCHANGED77577500%$31.6K$31.5K-$1932026-10-27
Caldwell Trust Co
UNCHANGED77377300%$31.6K$31.4K-$1942026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED76476400%$31.0K$31-$31.0K2026-11-04
Planning Strategies Inc.
UNCHANGED51551500%$21.0K$20.9K-$1282026-10-02
Gamma Investing LLC
INCREASED428402+26+6%$16.4K$17.4K+$9542026-10-08
IFP Advisors, Inc
UNCHANGED32832800%$13.4K$13.3K-$822026-10-16
Farther Finance Advisors, LLC
INCREASED307128+179+140%$5.2K$12.5K+$7.2K2026-10-08
US Bancorp \de\
INCREASED233221+12+5%$9.0K$9.5K+$4322026-11-05
Assetmark, Inc
UNCHANGED23123100%$9.4K$9.4K-$582026-10-21
Allworth Financial LP
INCREASED156132+24+18%$5.4K$6.4K+$9802026-11-06
SJS Investment Consulting Inc.
INCREASED1503+147+4900%$123$6.1K+$6.0K2026-10-26
Essential Partners LLC
UNCHANGED909000%$3.7K$3.7K-$232026-10-14
Parallel Advisors, LLC
NEW78—+78——$3.2K—2026-11-03
GK Wealth Management LLC
NEW73—+73——$3.0K—2026-10-09
Clark Wealth Partners
NEW66—+66——$2.7K—2026-10-19
Root Financial Partners, LLC
NEW66—+66——$2.7K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED6033+27+82%$1.3K$2.4K+$1.1K2026-11-04
True Wealth Design, LLC
INCREASED4639+7+18%$1.6K$1.9K+$2742026-10-13
Covestor Ltd
INCREASED4231+11+35%$1$2+$12026-10-30
Parkside Financial Bank & Trust
NEW35—+35——$1.4K—2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED9900%$368$366-$22026-10-20
Provenance Wealth Advisors, LLC
NEW7—+7——$284—2026-10-30
Bare Financial Services, Inc
UNCHANGED3300%$124$124$02026-11-04
ProShare Advisors LLC
CLOSED0172,824-172,824-100%$7.1M$0-$7.1M2026-10-29
Cornerstone Planning Group LLC
CLOSED054-54-100%$2.2K$0-$2.2K2026-10-16
Simplex Trading, LLC
CLOSED07-7-100%$285$0-$2852026-11-04
Caitong International Asset Management Co., Ltd
CLOSED03-3-100%$122$0-$1222026-10-29
Clearstead Advisors, LLC
CLOSED01-1-100%$41$0-$412026-11-06
BlackRock, Inc.
N/A—1,680,316-1,680,316-100%$68.6M———
Vanguard Capital Management LLC
N/A—835,238-835,238-100%$34.1M———
State Street Corp
N/A—679,718-679,718-100%$27.8M———
Charles Schwab Investment Management Inc
N/A—665,017-665,017-100%$27.2M———
American Century Companies Inc
N/A—602,129-602,129-100%$24.6M———
Vanguard Portfolio Management LLC
N/A—304,510-304,510-100%$12.4M———
Two Sigma Investments, LP
N/A—290,058-290,058-100%$11.8M———
Algert Global LLC
N/A—287,636-287,636-100%$11.7M———
Qube Research & Technologies Ltd
N/A—276,117-276,117-100%$11.3M———
Nuveen, LLC
N/A—243,765-243,765-100%$10.0M———
Manufacturers Life Insurance Company, the
N/A—227,435-227,435-100%$9.3M———
Citadel Advisors LLC
N/A—225,513-225,513-100%$9.2M———
Northern Trust Corp
N/A—174,554-174,554-100%$7.1M———
Petiole USA ltd
N/A—167,766-167,766-100%$6.8M———
Kennedy Capital Management LLC
N/A—154,611-154,611-100%$6.3M———
Pacific Ridge Capital Partners, LLC
N/A—146,302-146,302-100%$6.0M———
Man Group plc
N/A—146,012-146,012-100%$6.0M———
Goldman Sachs Group Inc
N/A—140,705-140,705-100%$5.7M———
Vanguard Fiduciary Trust Co
N/A—129,568-129,568-100%$5.3M———
Millennium Management LLC
N/A—125,713-125,713-100%$5.1M———
Morgan Stanley
N/A—122,787-122,787-100%$5.0M———
Bank of America Corp
N/A—115,978-115,978-100%$4.7M———
Alliancebernstein L.P.
N/A—98,687-98,687-100%$3.6M———
AQR Capital Management LLC
N/A—96,219-96,219-100%$3.9M———
First Trust Advisors LP
N/A—72,203-72,203-100%$2.9M———
D. E. Shaw & Co., Inc.
N/A—70,827-70,827-100%$2.9M———
Renaissance Technologies LLC
N/A—67,564-67,564-100%$2.8M———
PL Capital Advisors, LLCA
N/A—64,356-64,356-100%$2.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—61,445-61,445-100%$2.5M———
Trexquant Investment LP
N/A—52,077-52,077-100%$2.1M———
Cetera Investment Advisers
N/A—51,023-51,023-100%$2.1M———
Bridgeway Capital Management, LLC
N/A—50,091-50,091-100%$2.0M———
UBS Group AG
N/A—49,518-49,518-100%$2.0M———
Quantinno Capital Management LP
N/A—49,273-49,273-100%$2.0M———
Empowered Funds, LLC
N/A—44,329-44,329-100%$1.8M———
JPMorgan Chase & Co
N/A—38,185-38,185-100%$1.6M———
Swiss National Bank
N/A—37,400-37,400-100%$1.5M———
Invesco Ltd.
N/A—32,438-32,438-100%$1.3M———
Inspire Advisors, LLC
N/A—32,157-32,157-100%$1.3M———
Pinnacle Holdings, LLC
N/A—31,140-31,140-100%$1.3M———
Rhumbline Advisers
N/A—25,360-25,360-100%$1.0M———
Franklin Resources Inc
N/A—24,879-24,879-100%$1.0M———
California State Teachers Retirement System
N/A—23,008-23,008-100%$939.4K———
UBS Asset Management Americas LLC
N/A—21,980-21,980-100%$897.4K———
Vanguard Global Advisers, LLC
N/A—20,029-20,029-100%$817.8K———
Brookwood Investment Group LLC
N/A—19,609-19,609-100%$800.6K———
BNP Paribas Financial Markets
N/A—19,212-19,212-100%$784.4K———
Summit Trail Advisors, LLC
N/A—19,057-19,057-100%$778.1K———
Legal & General Group Plc
N/A—18,784-18,784-100%$767.0K———
Wells Fargo & Company
N/A—16,566-16,566-100%$676.4K———
Graham Capital Management, L.P.
N/A—16,392-16,392-100%$669.3K———
Price T Rowe Associates Inc
N/A—15,628-15,628-100%$639.0K———
LOS Angeles Capital Management LLC
N/A—15,058-15,058-100%$614.8K———
Martingale Asset Management L P
N/A—14,400-14,400-100%$588.0K———
Vanguard Asset Management, Ltd
N/A—12,889-12,889-100%$526.3K———
HRT Financial LP
N/A—11,525-11,525-100%$470.0K———
State of Wisconsin Investment Board
N/A—11,342-11,342-100%$463.1K———
HSBC Holdings PLC
N/A—11,257-11,257-100%$459.3K———
Jupiter Topco LLC
N/A—11,200-11,200-100%$457.8K———
MetLife Investment Management, LLC
N/A—10,826-10,826-100%$442.0K———
Rafferty Asset Management, LLC
N/A—10,808-10,808-100%$441.3K———
Quantbot Technologies LP
N/A—10,618-10,618-100%$433.5K———
Balyasny Asset Management L.P.
N/A—10,440-10,440-100%$426.3K———
Aquatic Capital Management LLC
N/A—10,314-10,314-100%$421.1K———
Curi Capital, LLC
N/A—9,962-9,962-100%$406.8K———
Sequoia Financial Advisors, LLC
N/A—9,707-9,707-100%$396.3K———
Susquehanna Fundamental Investments, LLC
N/A—8,911-8,911-100%$363.8K———
Mercer Global Advisors Inc
N/A—8,902-8,902-100%$363.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,821-8,821-100%$360.2K———
Susquehanna Portfolio Strategies, LLC
N/A—8,762-8,762-100%$357.8K———
Teacher Retirement System of Texas
N/A—8,564-8,564-100%$349.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—8,180-8,180-100%$334.0K———
Quadrature Capital Ltd
N/A—7,890-7,890-100%$322.1K———
Vista Investment Management
N/A—7,740-7,740-100%$316.0K———
New York State Common Retirement Fund
N/A—7,555-7,555-100%$308.5K———
Canada Pension Plan Investment Board
N/A—7,100-7,100-100%$289.9K———
Focus Partners Advisor Solutions, LLC
N/A—6,960-6,960-100%$284.2K———
Entropy Technologies, LP
N/A—6,812-6,812-100%$278.1K———
Centiva Capital, LP
N/A—6,701-6,701-100%$273.6K———
FMR LLC
N/A—6,549-6,549-100%$267.4K———
Osaic Holdings, Inc.
N/A—6,523-6,523-100%$266.4K———
Aigen Investment Management, LP
N/A—6,222-6,222-100%$254.0K———
Brown Advisory Inc
N/A—6,119-6,119-100%$249.8K———
Allstate Corp
N/A—6,119-6,119-100%$249.8K———
SG Americas Securities, LLC
N/A—6,116-6,116-100%$250.0K———
State Board of Administration of Florida Retirement System
N/A—5,326-5,326-100%$217.5K———
Royal Bank of Canada
N/A—5,310-5,310-100%$217.0K———
Police & Firemen's Retirement System of New Jersey
N/A—5,148-5,148-100%$210.2K———
KLP Kapitalforvaltning AS
N/A—4,000-4,000-100%$163.3K———
Vanguard Investments Australia, Ltd.
N/A—3,883-3,883-100%$158.5K———
Canada Life Assurance Co
N/A—2,406-2,406-100%$98.0K———
Rockefeller Capital Management L.P.
N/A—2,177-2,177-100%$88.9K———
Ameritas Investment Partners, Inc.
N/A—1,561-1,561-100%$63.7K———
VSM Wealth Advisory, LLC
N/A—1,288-1,288-100%$52.6K———
Tower Research Capital LLC (TRC)
N/A—858-858-100%$35.0K———
Arax Advisory Partners
N/A—810-810-100%$33.1K———
Huntington National Bank
N/A—157-157-100%$6.4K———
Jones Financial Companies Lllp
N/A—140-140-100%$5.8K———
Optiver Holding B.V.
N/A—128-128-100%$5.2K———
Rothschild Investment LLC
N/A—114-114-100%$4.7K———
Federated Hermes, Inc.
N/A—90-90-100%$3.7K———
Glen Eagle Advisors, LLC
N/A—77-77-100%$3.1K———
Freestone Grove Partners LP
N/A—1-1-100%$41———
Showing 169 of 169 institutions