Pldt Inc (PHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares144,859 from 145,568

Change-709 (0%)

Value$2.6M (+$12.2K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares114,950 from 64,297

Change+50,653 (+79%)

Value$2.0M (+$918.5K)

Filed 2026-11-02

Robeco Institutional Asset Management B.V.

DECREASED

Shares37,885 from 75,553

Change-37,668 (-50%)

Value$674.0K (-$649.7K)

Filed 2026-10-20

Alps Advisors Inc

INCREASED

Shares33,092 from 32,800

Change+292 (+1%)

Value$588.7K (+$14.1K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares20,529 from 10,888

Change+9,641 (+89%)

Value$375.5K (+$173.8K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares20,193 from 10,275

Change+9,918 (+97%)

Value$359.2K (+$179.2K)

Filed 2026-11-06

Kathmere Capital Management, LLC

NEW

Shares13,679

Change+13,679

Value$243.3K

Filed 2026-10-20

Citigroup Inc

INCREASED

Shares11,875 from 6,025

Change+5,850 (+97%)

Value$211.3K (+$105.7K)

Filed 2026-11-04

Ethic Inc.

DECREASED

Shares10,540 from 11,397

Change-857 (-8%)

Value$187.5K (-$12.2K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares9,945 from 3,194

Change+6,751 (+211%)

Value$176.9K (+$121.0K)

Filed 2026-11-05

State of Alaska, Department of Revenue

INCREASED

Shares7,690 from 7,222

Change+468 (+6%)

Value$136 (-$125.9K)

Filed 2026-10-15

Blue Trust, Inc.

DECREASED

Shares4,783 from 5,887

Change-1,104 (-19%)

Value$85.1K (-$18.1K)

Filed 2026-10-15

Signaturefd, LLC

INCREASED

Shares3,711 from 1,936

Change+1,775 (+92%)

Value$66.0K (+$32.1K)

Filed 2026-10-23

Parallel Advisors, LLC

DECREASED

Shares2,898 from 6,119

Change-3,221 (-53%)

Value$51.6K (-$55.7K)

Filed 2026-11-03

SBI Securities Co., Ltd.

INCREASED

Shares2,603 from 2,184

Change+419 (+19%)

Value$46.3K (+$8.0K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares1,851 from 3,300

Change-1,449 (-44%)

Value$32.9K (-$24.9K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares1,292 from 691

Change+601 (+87%)

Value$23.0K (+$10.9K)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares905 from 700

Change+205 (+29%)

Value$16.1K (+$3.8K)

Filed 2026-10-08

Larson Financial Group LLC

INCREASED

Shares875 from 114

Change+761 (+668%)

Value$15.6K (+$13.6K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares511 from 258

Change+253 (+98%)

Value$9.1K (+$4.6K)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares441 from 319

Change+122 (+38%)

Value$7.7K (+$2.1K)

Filed 2026-11-06

Silver Grove Financial Group, Inc.

INCREASED

Shares229 from 5

Change+224 (+4480%)

Value$4.1K (+$4.0K)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares217 from 445

Change-228 (-51%)

Value$3.9K (-$3.9K)

Filed 2026-10-21

Clearstead Advisors, LLC

NEW

Shares158

Change+158

Value$2.8K

Filed 2026-11-06

Elevation Wealth Partners, LLC

UNCHANGED

Shares152 from 152

Change0 (0%)

Value$2.7K (+$41)

Filed 2026-10-07

Physician Wealth Advisors, Inc.

INCREASED

Shares143 from 61

Change+82 (+134%)

Value$2.5K (+$1.5K)

Filed 2026-10-20

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares142 from 142

Change0 (0%)

Value$2.5K (+$38)

Filed 2026-10-27

True Wealth Design, LLC

INCREASED

Shares92 from 33

Change+59 (+179%)

Value$1.6K (+$1.1K)

Filed 2026-10-13

Financial Consulate, Inc

DECREASED

Shares63 from 67

Change-4 (-6%)

Value$1.1K (-$53)

Filed 2026-10-23

Ascentis Wealth Management, LLC

NEW

Shares40

Change+40

Value$711

Filed 2026-11-03

JFS Wealth Advisors, LLC

INCREASED

Shares37 from 21

Change+16 (+76%)

Value$659 (+$291)

Filed 2026-11-03

Bare Financial Services, Inc

NEW

Shares30

Change+30

Value$534

Filed 2026-11-04

Rossby Financial, LCC

INCREASED

Shares24 from 18

Change+6 (+33%)

Value$427 (+$112)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares15

Change+15

Value$267

Filed 2026-10-21

Trust Co

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$213 (+$3)

Filed 2026-10-09

Abound Wealth Management

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$178 (+$2)

Filed 2026-10-26

Birch Financial Group, LLC

NEW

Shares6

Change+6

Value$103

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

NEW

Shares1

Change+1

Value$18

Filed 2026-10-29

Crossmark Global Holdings, Inc.

CLOSED

Shares0 from 17,359

Change-17,359 (-100%)

Value$0 (-$304.1K)

Filed 2026-10-21

Westside Investment Management, Inc.

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$4.9K)

Filed 2026-11-02

Deutsche Bank Ag\

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$701)

Filed 2026-11-06

Renaissance Technologies LLC

N/A

Shares— from 2,333,976

Change-2,333,976 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 402,746

Change-402,746 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 398,289

Change-398,289 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 384,313

Change-384,313 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 319,709

Change-319,709 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 300,116

Change-300,116 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 127,361

Change-127,361 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 121,148

Change-121,148 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 103,633

Change-103,633 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 103,150

Change-103,150 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 95,753

Change-95,753 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 68,672

Change-68,672 (-100%)

Value—

UBS Group AG

N/A

Shares— from 62,087

Change-62,087 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 61,855

Change-61,855 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 52,098

Change-52,098 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 45,434

Change-45,434 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 45,217

Change-45,217 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 43,122

Change-43,122 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 40,163

Change-40,163 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 38,082

Change-38,082 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 37,397

Change-37,397 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 34,775

Change-34,775 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,173

Change-33,173 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 26,882

Change-26,882 (-100%)

Value—

State Street Corp

N/A

Shares— from 25,514

Change-25,514 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 22,887

Change-22,887 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 22,641

Change-22,641 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 20,600

Change-20,600 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 16,789

Change-16,789 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,740

Change-14,740 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 14,217

Change-14,217 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 14,172

Change-14,172 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 13,477

Change-13,477 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 13,042

Change-13,042 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 12,921

Change-12,921 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 12,799

Change-12,799 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 11,167

Change-11,167 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 11,166

Change-11,166 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 10,765

Change-10,765 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 10,110

Change-10,110 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 8,635

Change-8,635 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,521

Change-3,521 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3,503

Change-3,503 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,312

Change-3,312 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,829

Change-1,829 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,537

Change-1,537 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,330

Change-1,330 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 849

Change-849 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 550

Change-550 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 285

Change-285 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 266

Change-266 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 172

Change-172 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 85

Change-85 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 67

Change-67 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 55

Change-55 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 53

Change-53 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 43

Change-43 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 12

Change-12 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	144,859	145,568	-709	0%	$2.6M	$2.6M	+$12.2K	2026-11-04
Creative Planning	INCREASED	114,950	64,297	+50,653	+79%	$1.1M	$2.0M	+$918.5K	2026-11-02
Robeco Institutional Asset Management B.V.	DECREASED	37,885	75,553	-37,668	-50%	$1.3M	$674.0K	-$649.7K	2026-10-20
Alps Advisors Inc	INCREASED	33,092	32,800	+292	+1%	$574.7K	$588.7K	+$14.1K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	20,529	10,888	+9,641	+89%	$201.6K	$375.5K	+$173.8K	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	20,193	10,275	+9,918	+97%	$180.0K	$359.2K	+$179.2K	2026-11-06
Kathmere Capital Management, LLC	NEW	13,679	—	+13,679	—	—	$243.3K	—	2026-10-20
Citigroup Inc	INCREASED	11,875	6,025	+5,850	+97%	$105.6K	$211.3K	+$105.7K	2026-11-04
Ethic Inc.	DECREASED	10,540	11,397	-857	-8%	$199.7K	$187.5K	-$12.2K	2026-11-03
US Bancorp \de\	INCREASED	9,945	3,194	+6,751	+211%	$56.0K	$176.9K	+$121.0K	2026-11-05
State of Alaska, Department of Revenue	INCREASED	7,690	7,222	+468	+6%	$126.0K	$136	-$125.9K	2026-10-15
Blue Trust, Inc.	DECREASED	4,783	5,887	-1,104	-19%	$103.1K	$85.1K	-$18.1K	2026-10-15
Signaturefd, LLC	INCREASED	3,711	1,936	+1,775	+92%	$33.9K	$66.0K	+$32.1K	2026-10-23
Parallel Advisors, LLC	DECREASED	2,898	6,119	-3,221	-53%	$107.2K	$51.6K	-$55.7K	2026-11-03
SBI Securities Co., Ltd.	INCREASED	2,603	2,184	+419	+19%	$38.3K	$46.3K	+$8.0K	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	1,851	3,300	-1,449	-44%	$57.8K	$32.9K	-$24.9K	2026-11-04
Gamma Investing LLC	INCREASED	1,292	691	+601	+87%	$12.1K	$23.0K	+$10.9K	2026-10-08
Farther Finance Advisors, LLC	INCREASED	905	700	+205	+29%	$12.3K	$16.1K	+$3.8K	2026-10-08
Larson Financial Group LLC	INCREASED	875	114	+761	+668%	$2.0K	$15.6K	+$13.6K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	511	258	+253	+98%	$4.5K	$9.1K	+$4.6K	2026-10-20
Allworth Financial LP	INCREASED	441	319	+122	+38%	$5.6K	$7.7K	+$2.1K	2026-11-06
Silver Grove Financial Group, Inc.	INCREASED	229	5	+224	+4480%	$88	$4.1K	+$4.0K	2026-11-05
Assetmark, Inc	DECREASED	217	445	-228	-51%	$7.8K	$3.9K	-$3.9K	2026-10-21
Clearstead Advisors, LLC	NEW	158	—	+158	—	—	$2.8K	—	2026-11-06
Elevation Wealth Partners, LLC	UNCHANGED	152	152	0	0%	$2.7K	$2.7K	+$41	2026-10-07
Physician Wealth Advisors, Inc.	INCREASED	143	61	+82	+134%	$1.1K	$2.5K	+$1.5K	2026-10-20
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	142	142	0	0%	$2.5K	$2.5K	+$38	2026-10-27
True Wealth Design, LLC	INCREASED	92	33	+59	+179%	$579	$1.6K	+$1.1K	2026-10-13
Financial Consulate, Inc	DECREASED	63	67	-4	-6%	$1.2K	$1.1K	-$53	2026-10-23
Ascentis Wealth Management, LLC	NEW	40	—	+40	—	—	$711	—	2026-11-03
JFS Wealth Advisors, LLC	INCREASED	37	21	+16	+76%	$368	$659	+$291	2026-11-03
Bare Financial Services, Inc	NEW	30	—	+30	—	—	$534	—	2026-11-04
Rossby Financial, LCC	INCREASED	24	18	+6	+33%	$315	$427	+$112	2026-11-05
Root Financial Partners, LLC	NEW	15	—	+15	—	—	$267	—	2026-10-21
Trust Co	UNCHANGED	12	12	0	0%	$210	$213	+$3	2026-10-09
Abound Wealth Management	UNCHANGED	10	10	0	0%	$176	$178	+$2	2026-10-26
Birch Financial Group, LLC	NEW	6	—	+6	—	—	$103	—	2026-10-27
Caitong International Asset Management Co., Ltd	NEW	1	—	+1	—	—	$18	—	2026-10-29
Crossmark Global Holdings, Inc.	CLOSED	0	17,359	-17,359	-100%	$304.1K	$0	-$304.1K	2026-10-21
Westside Investment Management, Inc.	CLOSED	0	280	-280	-100%	$4.9K	$0	-$4.9K	2026-11-02
Deutsche Bank Ag\	CLOSED	0	40	-40	-100%	$701	$0	-$701	2026-11-06
Renaissance Technologies LLC	N/A	—	2,333,976	-2,333,976	-100%	$40.9M	—	—	—
BlackRock, Inc.	N/A	—	402,746	-402,746	-100%	$7.1M	—	—	—
Jane Street Group, LLC	N/A	—	398,289	-398,289	-100%	$7.0M	—	—	—
Morgan Stanley	N/A	—	384,313	-384,313	-100%	$6.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	319,709	-319,709	-100%	$5.6M	—	—	—
American Century Companies Inc	N/A	—	300,116	-300,116	-100%	$5.3M	—	—	—
Quantinno Capital Management LP	N/A	—	127,361	-127,361	-100%	$2.2M	—	—	—
Qube Research & Technologies Ltd	N/A	—	121,148	-121,148	-100%	$2.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	103,633	-103,633	-100%	$1.8M	—	—	—
Susquehanna International Group, LLP	N/A	—	103,150	-103,150	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	95,753	-95,753	-100%	$1.7M	—	—	—
Jump Financial, LLC	N/A	—	68,672	-68,672	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	62,087	-62,087	-100%	$1.1M	—	—	—
Glenmede Trust Co NA	N/A	—	61,855	-61,855	-100%	$1.1M	—	—	—
Two Sigma Investments, LP	N/A	—	52,098	-52,098	-100%	$912.8K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	45,434	-45,434	-100%	$796.0K	—	—	—
Guggenheim Capital LLC	N/A	—	45,217	-45,217	-100%	$792.2K	—	—	—
Vident Advisory, LLC	N/A	—	43,122	-43,122	-100%	$755.5K	—	—	—
Millennium Management LLC	N/A	—	40,163	-40,163	-100%	$703.7K	—	—	—
Acadian Asset Management LLC	N/A	—	38,082	-38,082	-100%	$666.0K	—	—	—
Pathstone Holdings, LLC	N/A	—	37,397	-37,397	-100%	$655.2K	—	—	—
Northern Trust Corp	N/A	—	34,775	-34,775	-100%	$609.3K	—	—	—
XTX Topco Ltd	N/A	—	33,173	-33,173	-100%	$581.2K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	26,882	-26,882	-100%	$471.0K	—	—	—
State Street Corp	N/A	—	25,514	-25,514	-100%	$447.0K	—	—	—
Engineers Gate Manager LP	N/A	—	22,887	-22,887	-100%	$401.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	22,641	-22,641	-100%	$396.7K	—	—	—
Gabelli Funds LLC	N/A	—	22,000	-22,000	-100%	$385.4K	—	—	—
Point72 Asset Management, L.P.	N/A	—	20,600	-20,600	-100%	$360.9K	—	—	—
HRT Financial LP	N/A	—	16,789	-16,789	-100%	$294.0K	—	—	—
Bank of America Corp	N/A	—	14,740	-14,740	-100%	$258.2K	—	—	—
Cerity Partners LLC	N/A	—	14,217	-14,217	-100%	$249.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	14,172	-14,172	-100%	$248.3K	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	13,477	-13,477	-100%	$236.1K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	13,042	-13,042	-100%	$228.5K	—	—	—
First Trust Advisors LP	N/A	—	12,921	-12,921	-100%	$226.4K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	12,799	-12,799	-100%	$224.2K	—	—	—
Caprock Group, LLC	N/A	—	11,167	-11,167	-100%	$195.6K	—	—	—
Ballentine Partners, LLC	N/A	—	11,166	-11,166	-100%	$195.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	11,000	-11,000	-100%	$192.7K	—	—	—
HSBC Holdings PLC	N/A	—	10,765	-10,765	-100%	$189.0K	—	—	—
M&T Bank Corp	N/A	—	10,110	-10,110	-100%	$177.1K	—	—	—
Rhumbline Advisers	N/A	—	8,635	-8,635	-100%	$151.3K	—	—	—
Legal & General Group Plc	N/A	—	3,521	-3,521	-100%	$61.6K	—	—	—
Hantz Financial Services, Inc.	N/A	—	3,503	-3,503	-100%	$61.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,312	-3,312	-100%	$58.0K	—	—	—
FMR LLC	N/A	—	1,829	-1,829	-100%	$32.0K	—	—	—
Wells Fargo & Company	N/A	—	1,537	-1,537	-100%	$26.9K	—	—	—
JPMorgan Chase & Co	N/A	—	1,330	-1,330	-100%	$24.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	849	-849	-100%	$14.9K	—	—	—
Arax Advisory Partners	N/A	—	550	-550	-100%	$9.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	285	-285	-100%	$5.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	266	-266	-100%	$4.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	172	-172	-100%	$3.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	85	-85	-100%	$1.5K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	68	-68	-100%	$1.2K	—	—	—
SHP Wealth Management	N/A	—	67	-67	-100%	$1.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	55	-55	-100%	$963	—	—	—
Elequin Capital, LP	N/A	—	53	-53	-100%	$929	—	—	—
Cornerstone Financial Management LLC	N/A	—	51	-51	-100%	$894	—	—	—
Royal Bank of Canada	N/A	—	43	-43	-100%	$1.0K	—	—	—
Raffa Wealth Management, LLC	N/A	—	32	-32	-100%	$561	—	—	—
Bessemer Group Inc	N/A	—	12	-12	-100%	$0	—	—	—
LRI Investments, LLC	N/A	—	10	-10	-100%	$175	—	—	—
Smartleaf Asset Management LLC	N/A	—	2	-2	-100%	$37	—	—	—

Showing 106 of 106 institutions