Palvella Therapeutics Inc (PVLA)

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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Clio Asset Management LLC

DECREASED

Shares86,012 from 86,343

Change-331 (0%)

Value$11.9M (-$1.3M)

Filed 2026-10-13

NAN Fung Trinity (HK) Ltd

NEW

Shares52,630

Change+52,630

Value$7.3M

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares47,892 from 22,345

Change+25,547 (+114%)

Value$6.6M (+$3.2M)

Filed 2026-11-06

Lisanti Capital Growth, LLC

DECREASED

Shares41,990 from 42,975

Change-985 (-2%)

Value$5.8M (-$775.8K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares33,172 from 30,587

Change+2,585 (+8%)

Value$4.6M (-$98.9K)

Filed 2026-11-05

Mutual of America Capital Management LLC

DECREASED

Shares31,074 from 31,318

Change-244 (-1%)

Value$4.3M (-$500.0K)

Filed 2026-10-23

Fifth Third Bancorp

DECREASED

Shares19,211 from 35,585

Change-16,374 (-46%)

Value$2.6M (-$2.8M)

Filed 2026-11-05

Alps Advisors Inc

INCREASED

Shares19,099 from 14,356

Change+4,743 (+33%)

Value$2.6M (+$440.4K)

Filed 2026-11-03

iA Global Asset Management Inc.

NEW

Shares15,224

Change+15,224

Value$2.1K

Filed 2026-10-29

Calamos Advisors LLC

INCREASED

Shares13,361 from 10,479

Change+2,882 (+28%)

Value$1.8M (+$241.5K)

Filed 2026-11-02

OAK Ridge Investments LLC

INCREASED

Shares12,454 from 12,038

Change+416 (+3%)

Value$1.7M (-$121.9K)

Filed 2026-10-30

Mitsubishi UFJ Asset Management (UK) Ltd.

INCREASED

Shares10,500 from 5,500

Change+5,000 (+91%)

Value$1.4K (-$839.6K)

Filed 2026-10-22

Knights of Columbus Asset Advisors LLC

INCREASED

Shares10,078 from 10,031

Change+47 (+0%)

Value$1.4M (-$142.9K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares8,745 from 15,493

Change-6,748 (-44%)

Value$1.2M (-$1.2M)

Filed 2026-11-04

Creative Planning

INCREASED

Shares6,913 from 4,127

Change+2,786 (+68%)

Value$953.5K (+$322.8K)

Filed 2026-11-02

Aspiriant, LLC

UNCHANGED

Shares5,852 from 5,852

Change0 (0%)

Value$807.2K (-$87.1K)

Filed 2026-10-16

Profund Advisors LLC

DECREASED

Shares5,564 from 5,753

Change-189 (-3%)

Value$767.4K (-$111.7K)

Filed 2026-10-29

Penn Capital Management Company, LLC

UNCHANGED

Shares5,506 from 5,506

Change0 (0%)

Value$759.4K (-$82.0K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares4,707 from 2,793

Change+1,914 (+69%)

Value$649.2K (+$222.4K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares4,623 from 4,625

Change-2 (0%)

Value$637.7K (-$69.1K)

Filed 2026-11-06

Keybank National Association

INCREASED

Shares3,898 from 2,983

Change+915 (+31%)

Value$537.7K (+$81.8K)

Filed 2026-11-04

Letko, Brosseau & Associates Inc

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$482.8K (-$52.1K)

Filed 2026-11-06

State of New Jersey Common Pension Fund D

INCREASED

Shares3,358 from 3,240

Change+118 (+4%)

Value$463.2K (-$32.0K)

Filed 2026-11-05

Certuity, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$413.8K (-$44.7K)

Filed 2026-11-02

Arizona State Retirement System

INCREASED

Shares2,930 from 2,765

Change+165 (+6%)

Value$404.1K (-$18.4K)

Filed 2026-11-03

Deltec Asset Management LLC

UNCHANGED

Shares2,400 from 2,400

Change0 (0%)

Value$331.0K (-$35.7K)

Filed 2026-10-26

Ethic Inc.

NEW

Shares2,233

Change+2,233

Value$308.0K

Filed 2026-11-03

China Universal Asset Management Co., Ltd.

INCREASED

Shares1,783 from 1,357

Change+426 (+31%)

Value$247.8K (+$40.5K)

Filed 2026-10-28

Avior Wealth Management, LLC

NEW

Shares1,538

Change+1,538

Value$212.1K

Filed 2026-10-13

ProShare Advisors LLC

INCREASED

Shares1,494 from 1,434

Change+60 (+4%)

Value$206.1K (-$13.1K)

Filed 2026-10-29

Spire Wealth Management

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$137.9K (-$14.9K)

Filed 2026-10-30

Archer Investment Corp

UNCHANGED

Shares449 from 449

Change0 (0%)

Value$61.9K (-$6.7K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares393 from 39

Change+354 (+908%)

Value$54.2K (+$48.2K)

Filed 2026-10-22

KBC Group NV

UNCHANGED

Shares224 from 224

Change0 (0%)

Value$31 (-$34.0K)

Filed 2026-10-22

Nykredit A/S

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$19.2K (-$2.1K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

INCREASED

Shares130 from 105

Change+25 (+24%)

Value$17.9K (+$1.9K)

Filed 2026-10-20

Gamma Investing LLC

INCREASED

Shares102 from 37

Change+65 (+176%)

Value$14.1K (+$8.4K)

Filed 2026-10-08

Larson Financial Group LLC

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$10.1K (-$1.1K)

Filed 2026-11-05

Eastern Bank

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$7.2K (-$775)

Filed 2026-10-05

Private Trust Co NA

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$6.9K (-$744)

Filed 2026-10-20

Parkside Financial Bank & Trust

NEW

Shares46

Change+46

Value$6.3K

Filed 2026-10-27

PNC Financial Services Group, Inc.

INCREASED

Shares41 from 31

Change+10 (+32%)

Value$5.7K (+$918)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares26 from 21

Change+5 (+24%)

Value$3.6K (+$377)

Filed 2026-10-23

US Bancorp \de\

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$2.3K (-$253)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares14 from 10

Change+4 (+40%)

Value$1.9K (+$404)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$2.1K ($0)

Filed 2026-11-06

Farther Finance Advisors, LLC

DECREASED

Shares12 from 13

Change-1 (-8%)

Value$1.7K (-$332)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$1.5K (-$164)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

INCREASED

Shares8 from 7

Change+1 (+14%)

Value$1.1K (+$33)

Filed 2026-11-05

WPG Advisers, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$1.1K (-$120)

Filed 2026-10-27

Physician Wealth Advisors, Inc.

NEW

Shares6

Change+6

Value$828

Filed 2026-10-20

Financial Consulate, Inc

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$690 (-$75)

Filed 2026-10-23

Fortitude Family Office, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$690 (-$74)

Filed 2026-10-14

Hughes Financial Services, LLC

INCREASED

Shares4 from 3

Change+1 (+33%)

Value$606 (+$148)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares2

Change+2

Value$276

Filed 2026-10-21

SJS Investment Consulting Inc.

NEW

Shares2

Change+2

Value$276

Filed 2026-10-26

IFP Advisors, Inc

NEW

Shares2

Change+2

Value$276

Filed 2026-10-16

Covestor Ltd

DECREASED

Shares2 from 4

Change-2 (-50%)

Value$0 (-$1)

Filed 2026-10-30

Assetmark, Inc

NEW

Shares1

Change+1

Value$138

Filed 2026-10-21

Essential Partners LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$138 (-$15)

Filed 2026-10-14

Nfsg Corp

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$103 (-$12)

Filed 2026-10-15

TFC Financial Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$138 (-$15)

Filed 2026-10-26

Capricorn Fund Managers Ltd

CLOSED

Shares0 from 14,088

Change-14,088 (-100%)

Value$0 (-$2.2M)

Filed 2026-11-03

Simplex Trading, LLC

CLOSED

Shares0 from 2,218

Change-2,218 (-100%)

Value$0 (-$339.0K)

Filed 2026-11-04

Pictet Asset Management Holding SA

CLOSED

Shares0 from 1,331

Change-1,331 (-100%)

Value$0 (-$203.4K)

Filed 2026-11-03

Fulcrum Asset Management LLP

CLOSED

Shares0 from 1,126

Change-1,126 (-100%)

Value$0 (-$174.4K)

Filed 2026-11-04

Chung Wu Investment Group, LLC

CLOSED

Shares0 from 1,100

Change-1,100 (-100%)

Value$0 (-$168.1K)

Filed 2026-11-03

State of Wyoming

CLOSED

Shares0 from 879

Change-879 (-100%)

Value$0 (-$134.3K)

Filed 2026-10-28

Bayforest Capital Ltd

CLOSED

Shares0 from 208

Change-208 (-100%)

Value$0 (-$31.8K)

Filed 2026-11-03

Rossby Financial, LCC

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 (-$3.7K)

Filed 2026-11-05

Stone House Investment Management, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$2.8K)

Filed 2026-10-23

Montanova Capital, LLC

N/A

Shares— from 1,135,406

Change-1,135,406 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 960,619

Change-960,619 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 918,357

Change-918,357 (-100%)

Value—

Frazier Life Sciences Management, L.P.

N/A

Shares— from 882,400

Change-882,400 (-100%)

Value—

First Light Asset Management, LLC

N/A

Shares— from 771,901

Change-771,901 (-100%)

Value—

BVF Inc

N/A

Shares— from 672,789

Change-672,789 (-100%)

Value—

State Street Corp

N/A

Shares— from 653,172

Change-653,172 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 638,868

Change-638,868 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 513,794

Change-513,794 (-100%)

Value—

Frontier Capital Management Co LLC

N/A

Shares— from 478,833

Change-478,833 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 433,015

Change-433,015 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 317,517

Change-317,517 (-100%)

Value—

Orbimed Advisors LLC

N/A

Shares— from 292,360

Change-292,360 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 276,164

Change-276,164 (-100%)

Value—

Siren, L.L.C.

N/A

Shares— from 257,485

Change-257,485 (-100%)

Value—

Primecap Management Co

N/A

Shares— from 256,182

Change-256,182 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 253,168

Change-253,168 (-100%)

Value—

Eventide Asset Management, LLC

N/A

Shares— from 231,484

Change-231,484 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 229,486

Change-229,486 (-100%)

Value—

FMR LLC

N/A

Shares— from 214,841

Change-214,841 (-100%)

Value—

MPM BioImpact LLC

N/A

Shares— from 204,027

Change-204,027 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 201,514

Change-201,514 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 181,428

Change-181,428 (-100%)

Value—

First Turn Management, LLC

N/A

Shares— from 156,450

Change-156,450 (-100%)

Value—

Bellevue Group AG

N/A

Shares— from 155,000

Change-155,000 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 129,847

Change-129,847 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 128,962

Change-128,962 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 120,238

Change-120,238 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 97,193

Change-97,193 (-100%)

Value—

NEXTBio Capital Management LP

N/A

Shares— from 89,909

Change-89,909 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 83,107

Change-83,107 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 73,995

Change-73,995 (-100%)

Value—

UBS Group AG

N/A

Shares— from 72,526

Change-72,526 (-100%)

Value—

Avidity Partners Management LP

N/A

Shares— from 70,000

Change-70,000 (-100%)

Value—

AWM Investment Company, Inc.

N/A

Shares— from 69,416

Change-69,416 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 67,469

Change-67,469 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 59,341

Change-59,341 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 54,554

Change-54,554 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 53,270

Change-53,270 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 52,212

Change-52,212 (-100%)

Value—

Ensign Peak Advisors, Inc

N/A

Shares— from 51,660

Change-51,660 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 50,001

Change-50,001 (-100%)

Value—

Nicholas Investment Partners, LP

N/A

Shares— from 49,718

Change-49,718 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 44,536

Change-44,536 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 40,509

Change-40,509 (-100%)

Value—

WCM Investment Management, LLC

N/A

Shares— from 40,140

Change-40,140 (-100%)

Value—

Silvercrest Asset Management Group LLC

N/A

Shares— from 39,865

Change-39,865 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 39,413

Change-39,413 (-100%)

Value—

Apis Capital Advisors, LLC

N/A

Shares— from 39,000

Change-39,000 (-100%)

Value—

Blue Owl Capital Holdings LP

N/A

Shares— from 36,259

Change-36,259 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 35,594

Change-35,594 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 33,652

Change-33,652 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 32,583

Change-32,583 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 31,424

Change-31,424 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 25,231

Change-25,231 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 23,963

Change-23,963 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 23,663

Change-23,663 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 23,490

Change-23,490 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 22,746

Change-22,746 (-100%)

Value—

ACT Capital Management, LLC

N/A

Shares— from 22,500

Change-22,500 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 19,400

Change-19,400 (-100%)

Value—

Informed Momentum Co LLC

N/A

Shares— from 18,849

Change-18,849 (-100%)

Value—

F/m Investments LLC

N/A

Shares— from 17,446

Change-17,446 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,397

Change-17,397 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,545

Change-15,545 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 13,528

Change-13,528 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 13,495

Change-13,495 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,008

Change-13,008 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 12,807

Change-12,807 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 12,294

Change-12,294 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 11,838

Change-11,838 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 11,629

Change-11,629 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 11,531

Change-11,531 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 11,361

Change-11,361 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 11,162

Change-11,162 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,430

Change-10,430 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 10,361

Change-10,361 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 8,861

Change-8,861 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 8,420

Change-8,420 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 8,406

Change-8,406 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 7,994

Change-7,994 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 7,906

Change-7,906 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 6,405

Change-6,405 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 6,399

Change-6,399 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 6,392

Change-6,392 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,372

Change-6,372 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,209

Change-6,209 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 5,875

Change-5,875 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 5,716

Change-5,716 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 5,494

Change-5,494 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 5,176

Change-5,176 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 5,151

Change-5,151 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,838

Change-4,838 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 4,731

Change-4,731 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 4,349

Change-4,349 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 4,307

Change-4,307 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 4,198

Change-4,198 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,520

Change-3,520 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,236

Change-3,236 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 3,098

Change-3,098 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 3,007

Change-3,007 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 2,852

Change-2,852 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 2,600

Change-2,600 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 2,586

Change-2,586 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,316

Change-2,316 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 2,244

Change-2,244 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 2,223

Change-2,223 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 2,180

Change-2,180 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 2,017

Change-2,017 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 1,755

Change-1,755 (-100%)

Value—

E Fund Management Co., Ltd.

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 1,517

Change-1,517 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 996

Change-996 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 685

Change-685 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 545

Change-545 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 462

Change-462 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 374

Change-374 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 322

Change-322 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 229

Change-229 (-100%)

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Jones Financial Companies Lllp

N/A

Shares— from 226

Change-226 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 190

Change-190 (-100%)

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BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 168

Change-168 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 91

Change-91 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 31

Change-31 (-100%)

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Quarry LP

N/A

Shares— from 23

Change-23 (-100%)

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Steward Partners Investment Advisory, LLC

N/A

Shares— from 20

Change-20 (-100%)

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Arax Advisory Partners

N/A

Shares— from 19

Change-19 (-100%)

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Truvestments Capital LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 8

Change-8 (-100%)

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Rothschild Investment LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Clio Asset Management LLC	DECREASED	86,012	86,343	-331	0%	$13.2M	$11.9M	-$1.3M	2026-10-13
NAN Fung Trinity (HK) Ltd	NEW	52,630	—	+52,630	—	—	$7.3M	—	2026-11-06
Russell Investments Group, Ltd.	INCREASED	47,892	22,345	+25,547	+114%	$3.4M	$6.6M	+$3.2M	2026-11-06
Lisanti Capital Growth, LLC	DECREASED	41,990	42,975	-985	-2%	$6.6M	$5.8M	-$775.8K	2026-11-05
Bank of New York Mellon Corp	INCREASED	33,172	30,587	+2,585	+8%	$4.7M	$4.6M	-$98.9K	2026-11-05
Mutual of America Capital Management LLC	DECREASED	31,074	31,318	-244	-1%	$4.8M	$4.3M	-$500.0K	2026-10-23
Fifth Third Bancorp	DECREASED	19,211	35,585	-16,374	-46%	$5.4M	$2.6M	-$2.8M	2026-11-05
Alps Advisors Inc	INCREASED	19,099	14,356	+4,743	+33%	$2.2M	$2.6M	+$440.4K	2026-11-03
iA Global Asset Management Inc.	NEW	15,224	—	+15,224	—	—	$2.1K	—	2026-10-29
Calamos Advisors LLC	INCREASED	13,361	10,479	+2,882	+28%	$1.6M	$1.8M	+$241.5K	2026-11-02
OAK Ridge Investments LLC	INCREASED	12,454	12,038	+416	+3%	$1.8M	$1.7M	-$121.9K	2026-10-30
Mitsubishi UFJ Asset Management (UK) Ltd.	INCREASED	10,500	5,500	+5,000	+91%	$841.0K	$1.4K	-$839.6K	2026-10-22
Knights of Columbus Asset Advisors LLC	INCREASED	10,078	10,031	+47	+0%	$1.5M	$1.4M	-$142.9K	2026-11-05
Citigroup Inc	DECREASED	8,745	15,493	-6,748	-44%	$2.4M	$1.2M	-$1.2M	2026-11-04
Creative Planning	INCREASED	6,913	4,127	+2,786	+68%	$630.7K	$953.5K	+$322.8K	2026-11-02
Aspiriant, LLC	UNCHANGED	5,852	5,852	0	0%	$894.3K	$807.2K	-$87.1K	2026-10-16
Profund Advisors LLC	DECREASED	5,564	5,753	-189	-3%	$879.2K	$767.4K	-$111.7K	2026-10-29
Penn Capital Management Company, LLC	UNCHANGED	5,506	5,506	0	0%	$841.4K	$759.4K	-$82.0K	2026-11-04
Barclays PLC	INCREASED	4,707	2,793	+1,914	+69%	$426.8K	$649.2K	+$222.4K	2026-11-06
LPL Financial LLC	DECREASED	4,623	4,625	-2	0%	$706.8K	$637.7K	-$69.1K	2026-11-06
Keybank National Association	INCREASED	3,898	2,983	+915	+31%	$455.9K	$537.7K	+$81.8K	2026-11-04
Letko, Brosseau & Associates Inc	UNCHANGED	3,500	3,500	0	0%	$534.9K	$482.8K	-$52.1K	2026-11-06
State of New Jersey Common Pension Fund D	INCREASED	3,358	3,240	+118	+4%	$495.1K	$463.2K	-$32.0K	2026-11-05
Certuity, LLC	UNCHANGED	3,000	3,000	0	0%	$458.5K	$413.8K	-$44.7K	2026-11-02
Arizona State Retirement System	INCREASED	2,930	2,765	+165	+6%	$422.5K	$404.1K	-$18.4K	2026-11-03
Deltec Asset Management LLC	UNCHANGED	2,400	2,400	0	0%	$366.8K	$331.0K	-$35.7K	2026-10-26
Ethic Inc.	NEW	2,233	—	+2,233	—	—	$308.0K	—	2026-11-03
China Universal Asset Management Co., Ltd.	INCREASED	1,783	1,357	+426	+31%	$207.4K	$247.8K	+$40.5K	2026-10-28
Avior Wealth Management, LLC	NEW	1,538	—	+1,538	—	—	$212.1K	—	2026-10-13
ProShare Advisors LLC	INCREASED	1,494	1,434	+60	+4%	$219.1K	$206.1K	-$13.1K	2026-10-29
Spire Wealth Management	UNCHANGED	1,000	1,000	0	0%	$152.8K	$137.9K	-$14.9K	2026-10-30
Archer Investment Corp	UNCHANGED	449	449	0	0%	$68.6K	$61.9K	-$6.7K	2026-11-05
Sterling Capital Management LLC	INCREASED	393	39	+354	+908%	$6.0K	$54.2K	+$48.2K	2026-10-22
KBC Group NV	UNCHANGED	224	224	0	0%	$34.0K	$31	-$34.0K	2026-10-22
Nykredit A/S	UNCHANGED	139	139	0	0%	$21.2K	$19.2K	-$2.1K	2026-11-06
Nisa Investment Advisors, LLC	INCREASED	130	105	+25	+24%	$16.0K	$17.9K	+$1.9K	2026-10-20
Gamma Investing LLC	INCREASED	102	37	+65	+176%	$5.7K	$14.1K	+$8.4K	2026-10-08
Larson Financial Group LLC	UNCHANGED	73	73	0	0%	$11.2K	$10.1K	-$1.1K	2026-11-05
Eastern Bank	UNCHANGED	52	52	0	0%	$7.9K	$7.2K	-$775	2026-10-05
Private Trust Co NA	UNCHANGED	50	50	0	0%	$7.6K	$6.9K	-$744	2026-10-20
Parkside Financial Bank & Trust	NEW	46	—	+46	—	—	$6.3K	—	2026-10-27
PNC Financial Services Group, Inc.	INCREASED	41	31	+10	+32%	$4.7K	$5.7K	+$918	2026-11-06
Signaturefd, LLC	INCREASED	26	21	+5	+24%	$3.2K	$3.6K	+$377	2026-10-23
US Bancorp \de\	UNCHANGED	17	17	0	0%	$2.6K	$2.3K	-$253	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	14	10	+4	+40%	$1.5K	$1.9K	+$404	2026-11-04
Allworth Financial LP	UNCHANGED	14	14	0	0%	$2.1K	$2.1K	$0	2026-11-06
Farther Finance Advisors, LLC	DECREASED	12	13	-1	-8%	$2.0K	$1.7K	-$332	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	11	11	0	0%	$1.7K	$1.5K	-$164	2026-10-08
Silver Grove Financial Group, Inc.	INCREASED	8	7	+1	+14%	$1.1K	$1.1K	+$33	2026-11-05
WPG Advisers, LLC	UNCHANGED	8	8	0	0%	$1.2K	$1.1K	-$120	2026-10-27
Physician Wealth Advisors, Inc.	NEW	6	—	+6	—	—	$828	—	2026-10-20
Financial Consulate, Inc	UNCHANGED	5	5	0	0%	$765	$690	-$75	2026-10-23
Fortitude Family Office, LLC	UNCHANGED	5	5	0	0%	$764	$690	-$74	2026-10-14
Hughes Financial Services, LLC	INCREASED	4	3	+1	+33%	$458	$606	+$148	2026-10-30
Root Financial Partners, LLC	NEW	2	—	+2	—	—	$276	—	2026-10-21
SJS Investment Consulting Inc.	NEW	2	—	+2	—	—	$276	—	2026-10-26
IFP Advisors, Inc	NEW	2	—	+2	—	—	$276	—	2026-10-16
Covestor Ltd	DECREASED	2	4	-2	-50%	$1	$0	-$1	2026-10-30
Assetmark, Inc	NEW	1	—	+1	—	—	$138	—	2026-10-21
Essential Partners LLC	UNCHANGED	1	1	0	0%	$153	$138	-$15	2026-10-14
Nfsg Corp	UNCHANGED	1	1	0	0%	$115	$103	-$12	2026-10-15
TFC Financial Management, Inc.	UNCHANGED	1	1	0	0%	$153	$138	-$15	2026-10-26
Capricorn Fund Managers Ltd	CLOSED	0	14,088	-14,088	-100%	$2.2M	$0	-$2.2M	2026-11-03
Simplex Trading, LLC	CLOSED	0	2,218	-2,218	-100%	$339.0K	$0	-$339.0K	2026-11-04
Pictet Asset Management Holding SA	CLOSED	0	1,331	-1,331	-100%	$203.4K	$0	-$203.4K	2026-11-03
Fulcrum Asset Management LLP	CLOSED	0	1,126	-1,126	-100%	$174.4K	$0	-$174.4K	2026-11-04
Chung Wu Investment Group, LLC	CLOSED	0	1,100	-1,100	-100%	$168.1K	$0	-$168.1K	2026-11-03
State of Wyoming	CLOSED	0	879	-879	-100%	$134.3K	$0	-$134.3K	2026-10-28
Bayforest Capital Ltd	CLOSED	0	208	-208	-100%	$31.8K	$0	-$31.8K	2026-11-03
Rossby Financial, LCC	CLOSED	0	24	-24	-100%	$3.7K	$0	-$3.7K	2026-11-05
Stone House Investment Management, LLC	CLOSED	0	18	-18	-100%	$2.8K	$0	-$2.8K	2026-10-23
Montanova Capital, LLC	N/A	—	1,135,406	-1,135,406	-100%	$173.5M	—	—	—
Jennison Associates LLC	N/A	—	960,619	-960,619	-100%	$146.8M	—	—	—
BlackRock, Inc.	N/A	—	918,357	-918,357	-100%	$140.3M	—	—	—
Frazier Life Sciences Management, L.P.	N/A	—	882,400	-882,400	-100%	$134.8M	—	—	—
First Light Asset Management, LLC	N/A	—	771,901	-771,901	-100%	$118.0M	—	—	—
BVF Inc	N/A	—	672,789	-672,789	-100%	$102.8M	—	—	—
State Street Corp	N/A	—	653,172	-653,172	-100%	$99.8M	—	—	—
Price T Rowe Associates Inc	N/A	—	638,868	-638,868	-100%	$97.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	513,794	-513,794	-100%	$78.5M	—	—	—
Frontier Capital Management Co LLC	N/A	—	478,833	-478,833	-100%	$73.2M	—	—	—
Federated Hermes, Inc.	N/A	—	433,015	-433,015	-100%	$66.2M	—	—	—
Woodline Partners LP	N/A	—	317,517	-317,517	-100%	$48.5M	—	—	—
Orbimed Advisors LLC	N/A	—	292,360	-292,360	-100%	$44.7M	—	—	—
Geode Capital Management, LLC	N/A	—	276,164	-276,164	-100%	$42.2M	—	—	—
Siren, L.L.C.	N/A	—	257,485	-257,485	-100%	$39.3M	—	—	—
Primecap Management Co	N/A	—	256,182	-256,182	-100%	$39.1M	—	—	—
Alliancebernstein L.P.	N/A	—	253,168	-253,168	-100%	$31.6M	—	—	—
Eventide Asset Management, LLC	N/A	—	231,484	-231,484	-100%	$35.4M	—	—	—
Emerald Advisers, LLC	N/A	—	229,486	-229,486	-100%	$35.1M	—	—	—
FMR LLC	N/A	—	214,841	-214,841	-100%	$32.8M	—	—	—
MPM BioImpact LLC	N/A	—	204,027	-204,027	-100%	$31.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	201,514	-201,514	-100%	$30.8M	—	—	—
Morgan Stanley	N/A	—	181,428	-181,428	-100%	$27.7M	—	—	—
First Turn Management, LLC	N/A	—	156,450	-156,450	-100%	$23.9M	—	—	—
Bellevue Group AG	N/A	—	155,000	-155,000	-100%	$23.7M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	129,847	-129,847	-100%	$19.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	128,962	-128,962	-100%	$19.7M	—	—	—
Aberdeen Group plc	N/A	—	120,238	-120,238	-100%	$18.4M	—	—	—
Northern Trust Corp	N/A	—	97,193	-97,193	-100%	$14.9M	—	—	—
NEXTBio Capital Management LP	N/A	—	89,909	-89,909	-100%	$13.7M	—	—	—
Neuberger Berman Group LLC	N/A	—	83,107	-83,107	-100%	$12.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	73,995	-73,995	-100%	$11.3M	—	—	—
UBS Group AG	N/A	—	72,526	-72,526	-100%	$11.1M	—	—	—
Avidity Partners Management LP	N/A	—	70,000	-70,000	-100%	$10.7M	—	—	—
AWM Investment Company, Inc.	N/A	—	69,416	-69,416	-100%	$10.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	67,469	-67,469	-100%	$10.3M	—	—	—
Seven Grand Managers, LLC	N/A	—	60,000	-60,000	-100%	$9.2M	—	—	—
Clearbridge Investments, LLC	N/A	—	59,341	-59,341	-100%	$9.1M	—	—	—
Bank of America Corp	N/A	—	54,554	-54,554	-100%	$8.3M	—	—	—
Renaissance Technologies LLC	N/A	—	53,270	-53,270	-100%	$8.1M	—	—	—
Millennium Management LLC	N/A	—	52,212	-52,212	-100%	$8.0M	—	—	—
Ensign Peak Advisors, Inc	N/A	—	51,660	-51,660	-100%	$7.9M	—	—	—
HSBC Holdings PLC	N/A	—	50,001	-50,001	-100%	$7.6M	—	—	—
Nicholas Investment Partners, LP	N/A	—	49,718	-49,718	-100%	$7.6M	—	—	—
Balyasny Asset Management L.P.	N/A	—	44,536	-44,536	-100%	$6.8M	—	—	—
Royce & Associates LP	N/A	—	40,509	-40,509	-100%	$6.2M	—	—	—
WCM Investment Management, LLC	N/A	—	40,140	-40,140	-100%	$6.2M	—	—	—
Silvercrest Asset Management Group LLC	N/A	—	39,865	-39,865	-100%	$6.1M	—	—	—
Jump Financial, LLC	N/A	—	39,413	-39,413	-100%	$6.0M	—	—	—
Apis Capital Advisors, LLC	N/A	—	39,000	-39,000	-100%	$6.0M	—	—	—
Blue Owl Capital Holdings LP	N/A	—	36,259	-36,259	-100%	$5.5M	—	—	—
Wellington Management Group LLP	N/A	—	35,594	-35,594	-100%	$5.4M	—	—	—
Invesco Ltd.	N/A	—	33,652	-33,652	-100%	$5.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	32,583	-32,583	-100%	$5.0M	—	—	—
Fred Alger Management, LLC	N/A	—	31,424	-31,424	-100%	$4.8M	—	—	—
Nuveen, LLC	N/A	—	25,231	-25,231	-100%	$3.9M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	25,000	-25,000	-100%	$3.8M	—	—	—
Nomura Holdings Inc	N/A	—	23,963	-23,963	-100%	$3.7M	—	—	—
Raymond James Financial Inc	N/A	—	23,663	-23,663	-100%	$3.6M	—	—	—
Legato Capital Management LLC	N/A	—	23,490	-23,490	-100%	$3.6M	—	—	—
TD Asset Management Inc	N/A	—	22,746	-22,746	-100%	$3.5M	—	—	—
ACT Capital Management, LLC	N/A	—	22,500	-22,500	-100%	$3.4M	—	—	—
Swiss National Bank	N/A	—	19,400	-19,400	-100%	$3.0M	—	—	—
Informed Momentum Co LLC	N/A	—	18,849	-18,849	-100%	$2.9M	—	—	—
F/m Investments LLC	N/A	—	17,446	-17,446	-100%	$2.7M	—	—	—
Susquehanna International Group, LLP	N/A	—	17,397	-17,397	-100%	$2.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,545	-15,545	-100%	$2.4M	—	—	—
Rhumbline Advisers	N/A	—	13,528	-13,528	-100%	$2.1M	—	—	—
Trexquant Investment LP	N/A	—	13,495	-13,495	-100%	$2.1M	—	—	—
Wells Fargo & Company	N/A	—	13,008	-13,008	-100%	$2.0M	—	—	—
SEI Investments Co	N/A	—	12,807	-12,807	-100%	$2.0M	—	—	—
Two Sigma Investments, LP	N/A	—	12,294	-12,294	-100%	$1.9M	—	—	—
Deutsche Bank Ag\	N/A	—	11,838	-11,838	-100%	$1.8M	—	—	—
Cresset Asset Management, LLC	N/A	—	11,629	-11,629	-100%	$1.8M	—	—	—
Victory Capital Management Inc	N/A	—	11,531	-11,531	-100%	$1.8M	—	—	—
Rafferty Asset Management, LLC	N/A	—	11,361	-11,361	-100%	$1.7M	—	—	—
California State Teachers Retirement System	N/A	—	11,162	-11,162	-100%	$1.7M	—	—	—
New York State Common Retirement Fund	N/A	—	10,430	-10,430	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	10,361	-10,361	-100%	$1.6M	—	—	—
XTX Topco Ltd	N/A	—	8,861	-8,861	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	8,420	-8,420	-100%	$1.3M	—	—	—
Martingale Asset Management L P	N/A	—	8,406	-8,406	-100%	$1.3M	—	—	—
Legal & General Group Plc	N/A	—	7,994	-7,994	-100%	$1.2M	—	—	—
Tudor Investment Corp ET AL	N/A	—	7,906	-7,906	-100%	$1.2M	—	—	—
MetLife Investment Management, LLC	N/A	—	6,405	-6,405	-100%	$978.8K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	6,399	-6,399	-100%	$977.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	6,392	-6,392	-100%	$976.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,372	-6,372	-100%	$976.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,209	-6,209	-100%	$948.9K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	5,875	-5,875	-100%	$898.0K	—	—	—
Voya Investment Management LLC	N/A	—	5,716	-5,716	-100%	$873.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	5,494	-5,494	-100%	$839.6K	—	—	—
Squarepoint Ops LLC	N/A	—	5,176	-5,176	-100%	$791.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	5,151	-5,151	-100%	$787.2K	—	—	—
Franklin Resources Inc	N/A	—	4,838	-4,838	-100%	$739.3K	—	—	—
Captrust Financial Advisors	N/A	—	4,731	-4,731	-100%	$723.0K	—	—	—
Brown Advisory Inc	N/A	—	4,349	-4,349	-100%	$664.6K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	4,307	-4,307	-100%	$658.2K	—	—	—
Massachusetts Financial Services Co	N/A	—	4,198	-4,198	-100%	$641.5K	—	—	—
Jupiter Topco LLC	N/A	—	3,600	-3,600	-100%	$550.5K	—	—	—
Citadel Advisors LLC	N/A	—	3,520	-3,520	-100%	$537.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,236	-3,236	-100%	$494.5K	—	—	—
SG Americas Securities, LLC	N/A	—	3,098	-3,098	-100%	$473.0K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	3,007	-3,007	-100%	$459.5K	—	—	—
Marshall Wace, LLP	N/A	—	2,852	-2,852	-100%	$435.8K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	2,600	-2,600	-100%	$397.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	2,586	-2,586	-100%	$395.2K	—	—	—
AQR Capital Management LLC	N/A	—	2,316	-2,316	-100%	$353.9K	—	—	—
DnB Asset Management AS	N/A	—	2,244	-2,244	-100%	$342.9K	—	—	—
Alyeska Investment Group, L.P.	N/A	—	2,223	-2,223	-100%	$339.7K	—	—	—
Intech Investment Management LLC	N/A	—	2,197	-2,197	-100%	$335.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	2,180	-2,180	-100%	$333.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	2,017	-2,017	-100%	$308.2K	—	—	—
Prudential Financial Inc	N/A	—	1,755	-1,755	-100%	$268.2K	—	—	—
E Fund Management Co., Ltd.	N/A	—	1,602	-1,602	-100%	$244.8K	—	—	—
Quantinno Capital Management LP	N/A	—	1,517	-1,517	-100%	$231.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	996	-996	-100%	$152.2K	—	—	—
Royal Bank of Canada	N/A	—	685	-685	-100%	$105.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	545	-545	-100%	$83.3K	—	—	—
Quantbot Technologies LP	N/A	—	462	-462	-100%	$70.6K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	374	-374	-100%	$57.2K	—	—	—
HighMark Wealth Management LLC	N/A	—	322	-322	-100%	$49.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	229	-229	-100%	$35.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	226	-226	-100%	$33.5K	—	—	—
Pacer Advisors, Inc.	N/A	—	190	-190	-100%	$29.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	168	-168	-100%	$25.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	91	-91	-100%	$13.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	31	-31	-100%	$4.7K	—	—	—
Quarry LP	N/A	—	23	-23	-100%	$3.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	20	-20	-100%	$3.1K	—	—	—
Arax Advisory Partners	N/A	—	19	-19	-100%	$2.9K	—	—	—
Truvestments Capital LLC	N/A	—	14	-14	-100%	$2.1K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	8	-8	-100%	$1.2K	—	—	—
Rothschild Investment LLC	N/A	—	6	-6	-100%	$917	—	—	—
Smartleaf Asset Management LLC	N/A	—	1	-1	-100%	$155	—	—	—

Showing 206 of 206 institutions