Peapack Gladstone Finl Corp (PGC)

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

INCREASED

Shares1,050,517 from 1,035,542

Change+14,975 (+1%)

Value$45.8M (-$3.2M)

Filed 2026-11-04

Philadelphia Trust Co

DECREASED

Shares588,954 from 616,424

Change-27,470 (-4%)

Value$25.7K (-$29.1M)

Filed 2026-11-05

Geode Capital Management, LLC

INCREASED

Shares510,679 from 464,052

Change+46,627 (+10%)

Value$22.3M (+$308.4K)

Filed 2026-11-06

Salzhauer Michael

DECREASED

Shares201,278 from 216,632

Change-15,354 (-7%)

Value$8.8M (-$1.5M)

Filed 2026-10-28

Russell Investments Group, Ltd.

DECREASED

Shares180,385 from 232,670

Change-52,285 (-22%)

Value$7.9M (-$3.1M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares53,004 from 48,024

Change+4,980 (+10%)

Value$2.3M (+$39.1K)

Filed 2026-11-02

Cacti Asset Management LLC

DECREASED

Shares50,000 from 53,000

Change-3,000 (-6%)

Value$2.2M (-$323.0K)

Filed 2026-10-01

Bank of New York Mellon Corp

INCREASED

Shares48,532 from 48,431

Change+101 (+0%)

Value$2.1M (-$175.3K)

Filed 2026-11-05

Sigma Planning Corp

INCREASED

Shares35,000 from 5,000

Change+30,000 (+600%)

Value$1.5M (+$1.3M)

Filed 2026-10-23

LPL Financial LLC

DECREASED

Shares31,844 from 32,878

Change-1,034 (-3%)

Value$1.4M (-$167.1K)

Filed 2026-11-06

IFP Advisors, Inc

UNCHANGED

Shares26,547 from 26,547

Change0 (0%)

Value$1.2M (-$98.5K)

Filed 2026-10-16

State of New Jersey Common Pension Fund D

DECREASED

Shares25,966 from 43,627

Change-17,661 (-40%)

Value$1.1M (-$932.2K)

Filed 2026-11-05

Ellsworth Advisors, LLC

INCREASED

Shares24,514 from 24,488

Change+26 (+0%)

Value$1.1M (-$67.9K)

Filed 2026-10-15

Strs Ohio

INCREASED

Shares19,700 from 16,600

Change+3,100 (+19%)

Value$859.3K (+$73.6K)

Filed 2026-10-30

R Squared Ltd

INCREASED

Shares18,456 from 8,997

Change+9,459 (+105%)

Value$805.1K (+$379.2K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares17,622 from 16,660

Change+962 (+6%)

Value$768.7K (-$19.8K)

Filed 2026-11-04

OP Asset Management Ltd

INCREASED

Shares17,507 from 3,291

Change+14,216 (+432%)

Value$763.7K (+$607.9K)

Filed 2026-11-05

Inspire Investing, LLC

NEW

Shares14,760

Change+14,760

Value$643.8K

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares14,359 from 15,860

Change-1,501 (-9%)

Value$626.3K (-$124.3K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares10,379 from 9,393

Change+986 (+11%)

Value$452.7K (+$8.2K)

Filed 2026-11-06

AlphaCore Capital LLC

DECREASED

Shares9,583 from 12,473

Change-2,890 (-23%)

Value$418.0K (-$172.3K)

Filed 2026-11-04

Inscription Capital, LLC

UNCHANGED

Shares7,536 from 7,536

Change0 (0%)

Value$328.7K (-$28.0K)

Filed 2026-11-02

Bailard, Inc.

NEW

Shares7,300

Change+7,300

Value$318.4K

Filed 2026-10-13

Diversified Trust Co

UNCHANGED

Shares6,720 from 6,720

Change0 (0%)

Value$293.1K (-$24.9K)

Filed 2026-11-06

Merit Financial Group, LLC

DECREASED

Shares6,352 from 6,392

Change-40 (-1%)

Value$277.1K (-$25.5K)

Filed 2026-11-06

Aaron Wealth Advisors LLC

INCREASED

Shares6,105 from 5,730

Change+375 (+7%)

Value$266.3K (-$4.9K)

Filed 2026-10-13

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares6,008 from 5,525

Change+483 (+9%)

Value$262.3K (+$6.9K)

Filed 2026-10-13

Commonwealth Financial Services, LLC

UNCHANGED

Shares4,672 from 4,672

Change0 (0%)

Value$203.8K (-$17.3K)

Filed 2026-10-20

State of Alaska, Department of Revenue

UNCHANGED

Shares3,768 from 3,768

Change0 (0%)

Value$163 (-$143.9K)

Filed 2026-10-15

Parallel Advisors, LLC

INCREASED

Shares1,671 from 1,589

Change+82 (+5%)

Value$72.9K (-$2.3K)

Filed 2026-11-03

USA Financial Formulas

NEW

Shares1,661

Change+1,661

Value$72.5K

Filed 2026-10-16

Foster Dykema Cabot & Partners, LLC

UNCHANGED

Shares1,231 from 1,231

Change0 (0%)

Value$53.7K (-$4.6K)

Filed 2026-10-30

Fortitude Family Office, LLC

NEW

Shares1,149

Change+1,149

Value$50.1K

Filed 2026-10-14

Nisa Investment Advisors, LLC

DECREASED

Shares1,095 from 2,693

Change-1,598 (-59%)

Value$47.8K (-$79.7K)

Filed 2026-10-20

Albion Financial Group

UNCHANGED

Shares1,082 from 1,082

Change0 (0%)

Value$47.2K (-$4.0K)

Filed 2026-10-21

Versant Capital Management, Inc

UNCHANGED

Shares839 from 839

Change0 (0%)

Value$36.6K (-$3.1K)

Filed 2026-10-02

Spire Wealth Management

UNCHANGED

Shares821 from 821

Change0 (0%)

Value$35.8K (-$3.0K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares612 from 179

Change+433 (+242%)

Value$26.7K (+$18.2K)

Filed 2026-10-08

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$26.2K (-$2.2K)

Filed 2026-10-23

Larson Financial Group LLC

INCREASED

Shares513 from 446

Change+67 (+15%)

Value$22.4K (+$1.3K)

Filed 2026-11-05

PNC Financial Services Group, Inc.

INCREASED

Shares507 from 500

Change+7 (+1%)

Value$22.1K (-$1.6K)

Filed 2026-11-06

US Bancorp \de\

UNCHANGED

Shares501 from 501

Change0 (0%)

Value$21.9K (-$1.9K)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares411 from 202

Change+209 (+103%)

Value$17.9K (+$8.4K)

Filed 2026-10-22

Princeton Global Asset Management LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$13.1K (-$1.1K)

Filed 2026-10-21

EverSource Wealth Advisors, LLC

INCREASED

Shares262 from 261

Change+1 (+0%)

Value$11.4K (-$924)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares251 from 241

Change+10 (+4%)

Value$10.9K (-$458)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares248 from 248

Change0 (0%)

Value$11.7K ($0)

Filed 2026-11-06

Parkside Financial Bank & Trust

UNCHANGED

Shares173 from 173

Change0 (0%)

Value$7.6K (-$642)

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares167 from 2

Change+165 (+8250%)

Value$7.3K (+$7.2K)

Filed 2026-10-26

Nykredit A/S

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$4.5K (-$386)

Filed 2026-11-06

Essential Partners LLC

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$4.2K (-$360)

Filed 2026-10-14

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$3.8K (-$326)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$2.5K (-$216)

Filed 2026-10-13

Signaturefd, LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$2.3K (-$196)

Filed 2026-10-23

Root Financial Partners, LLC

NEW

Shares43

Change+43

Value$1.9K

Filed 2026-10-21

Silver Grove Financial Group, Inc.

INCREASED

Shares36 from 15

Change+21 (+140%)

Value$1.6K (+$860)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$1.5K (-$131)

Filed 2026-11-05

Covestor Ltd

NEW

Shares7

Change+7

Value$0

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

NEW

Shares6

Change+6

Value$262

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares3

Change+3

Value$131

Filed 2026-10-30

Clearstead Advisors, LLC

DECREASED

Shares2 from 15

Change-13 (-87%)

Value$88 (-$623)

Filed 2026-11-06

SummerHaven Investment Management, LLC

CLOSED

Shares0 from 24,893

Change-24,893 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-19

Pinnacle Associates LTD

CLOSED

Shares0 from 10,053

Change-10,053 (-100%)

Value$0 (-$475.8K)

Filed 2026-10-20

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 8,981

Change-8,981 (-100%)

Value$0 (-$425.1K)

Filed 2026-10-16

Simplex Trading, LLC

CLOSED

Shares0 from 166

Change-166 (-100%)

Value$0 (-$7.9K)

Filed 2026-11-04

BlackRock, Inc.

N/A

Shares— from 1,597,272

Change-1,597,272 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 705,681

Change-705,681 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 674,880

Change-674,880 (-100%)

Value—

State Street Corp

N/A

Shares— from 569,369

Change-569,369 (-100%)

Value—

Boston Partners

N/A

Shares— from 467,556

Change-467,556 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 458,345

Change-458,345 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 450,880

Change-450,880 (-100%)

Value—

Strategic Value Bank Partners LLC

N/A

Shares— from 378,416

Change-378,416 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 356,295

Change-356,295 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 348,088

Change-348,088 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 302,345

Change-302,345 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 291,105

Change-291,105 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 273,947

Change-273,947 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 259,220

Change-259,220 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 254,146

Change-254,146 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 193,594

Change-193,594 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 177,057

Change-177,057 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 164,790

Change-164,790 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 147,187

Change-147,187 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 132,779

Change-132,779 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 125,040

Change-125,040 (-100%)

Value—

Oppenheimer & Close, LLC

N/A

Shares— from 124,936

Change-124,936 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 116,205

Change-116,205 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 115,087

Change-115,087 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 114,319

Change-114,319 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 108,945

Change-108,945 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 92,636

Change-92,636 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 91,836

Change-91,836 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 81,146

Change-81,146 (-100%)

Value—

FMR LLC

N/A

Shares— from 75,723

Change-75,723 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 67,788

Change-67,788 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 66,420

Change-66,420 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 63,852

Change-63,852 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 63,558

Change-63,558 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 59,231

Change-59,231 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 59,159

Change-59,159 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 54,916

Change-54,916 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 45,500

Change-45,500 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 44,410

Change-44,410 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 38,821

Change-38,821 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 37,945

Change-37,945 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 37,635

Change-37,635 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 36,150

Change-36,150 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 35,260

Change-35,260 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 33,365

Change-33,365 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 30,480

Change-30,480 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 29,900

Change-29,900 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 28,650

Change-28,650 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 27,915

Change-27,915 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 26,213

Change-26,213 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 24,847

Change-24,847 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 22,614

Change-22,614 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 22,470

Change-22,470 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 20,594

Change-20,594 (-100%)

Value—

UBS Group AG

N/A

Shares— from 20,392

Change-20,392 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 20,117

Change-20,117 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 19,712

Change-19,712 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 18,320

Change-18,320 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,177

Change-16,177 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 15,935

Change-15,935 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 14,836

Change-14,836 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 13,031

Change-13,031 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 12,796

Change-12,796 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 12,712

Change-12,712 (-100%)

Value—

Elk River Wealth Management LLC

N/A

Shares— from 12,400

Change-12,400 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,807

Change-11,807 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 11,789

Change-11,789 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 10,186

Change-10,186 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 10,174

Change-10,174 (-100%)

Value—

Transcend Capital Advisors, LLC

N/A

Shares— from 9,365

Change-9,365 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 9,280

Change-9,280 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 8,994

Change-8,994 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,845

Change-8,845 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,070

Change-8,070 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 7,899

Change-7,899 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 7,875

Change-7,875 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 7,719

Change-7,719 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,435

Change-7,435 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 7,430

Change-7,430 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 7,400

Change-7,400 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 7,042

Change-7,042 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 6,797

Change-6,797 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 6,183

Change-6,183 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 6,152

Change-6,152 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,999

Change-5,999 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,942

Change-5,942 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,471

Change-5,471 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 5,362

Change-5,362 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 4,947

Change-4,947 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 4,939

Change-4,939 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 4,874

Change-4,874 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,741

Change-4,741 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 4,620

Change-4,620 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 4,385

Change-4,385 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,021

Change-4,021 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 3,709

Change-3,709 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,500

Change-3,500 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,412

Change-3,412 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 2,638

Change-2,638 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,472

Change-1,472 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,338

Change-1,338 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 949

Change-949 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 739

Change-739 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 244

Change-244 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 128

Change-128 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 112

Change-112 (-100%)

Value—

Quarry LP

N/A

Shares— from 100

Change-100 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 84

Change-84 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 56

Change-56 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 33

Change-33 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 21

Change-21 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,050,517	1,035,542	+14,975	+1%	$49.0M	$45.8M	-$3.2M	2026-11-04
Philadelphia Trust Co	DECREASED	588,954	616,424	-27,470	-4%	$29.2M	$25.7K	-$29.1M	2026-11-05
Geode Capital Management, LLC	INCREASED	510,679	464,052	+46,627	+10%	$22.0M	$22.3M	+$308.4K	2026-11-06
Salzhauer Michael	DECREASED	201,278	216,632	-15,354	-7%	$10.3M	$8.8M	-$1.5M	2026-10-28
Russell Investments Group, Ltd.	DECREASED	180,385	232,670	-52,285	-22%	$11.0M	$7.9M	-$3.1M	2026-11-06
Creative Planning	INCREASED	53,004	48,024	+4,980	+10%	$2.3M	$2.3M	+$39.1K	2026-11-02
Cacti Asset Management LLC	DECREASED	50,000	53,000	-3,000	-6%	$2.5M	$2.2M	-$323.0K	2026-10-01
Bank of New York Mellon Corp	INCREASED	48,532	48,431	+101	+0%	$2.3M	$2.1M	-$175.3K	2026-11-05
Sigma Planning Corp	INCREASED	35,000	5,000	+30,000	+600%	$236.7K	$1.5M	+$1.3M	2026-10-23
LPL Financial LLC	DECREASED	31,844	32,878	-1,034	-3%	$1.6M	$1.4M	-$167.1K	2026-11-06
IFP Advisors, Inc	UNCHANGED	26,547	26,547	0	0%	$1.3M	$1.2M	-$98.5K	2026-10-16
State of New Jersey Common Pension Fund D	DECREASED	25,966	43,627	-17,661	-40%	$2.1M	$1.1M	-$932.2K	2026-11-05
Ellsworth Advisors, LLC	INCREASED	24,514	24,488	+26	+0%	$1.1M	$1.1M	-$67.9K	2026-10-15
Strs Ohio	INCREASED	19,700	16,600	+3,100	+19%	$785.7K	$859.3K	+$73.6K	2026-10-30
R Squared Ltd	INCREASED	18,456	8,997	+9,459	+105%	$425.8K	$805.1K	+$379.2K	2026-11-06
Citigroup Inc	INCREASED	17,622	16,660	+962	+6%	$788.5K	$768.7K	-$19.8K	2026-11-04
OP Asset Management Ltd	INCREASED	17,507	3,291	+14,216	+432%	$155.8K	$763.7K	+$607.9K	2026-11-05
Inspire Investing, LLC	NEW	14,760	—	+14,760	—	—	$643.8K	—	2026-10-22
Deutsche Bank Ag\	DECREASED	14,359	15,860	-1,501	-9%	$750.7K	$626.3K	-$124.3K	2026-11-06
Barclays PLC	INCREASED	10,379	9,393	+986	+11%	$444.6K	$452.7K	+$8.2K	2026-11-06
AlphaCore Capital LLC	DECREASED	9,583	12,473	-2,890	-23%	$590.3K	$418.0K	-$172.3K	2026-11-04
Inscription Capital, LLC	UNCHANGED	7,536	7,536	0	0%	$356.7K	$328.7K	-$28.0K	2026-11-02
Bailard, Inc.	NEW	7,300	—	+7,300	—	—	$318.4K	—	2026-10-13
Diversified Trust Co	UNCHANGED	6,720	6,720	0	0%	$318.1K	$293.1K	-$24.9K	2026-11-06
Merit Financial Group, LLC	DECREASED	6,352	6,392	-40	-1%	$302.5K	$277.1K	-$25.5K	2026-11-06
Aaron Wealth Advisors LLC	INCREASED	6,105	5,730	+375	+7%	$271.2K	$266.3K	-$4.9K	2026-10-13
Wealth Enhancement Advisory Services, LLC	INCREASED	6,008	5,525	+483	+9%	$255.4K	$262.3K	+$6.9K	2026-10-13
Commonwealth Financial Services, LLC	UNCHANGED	4,672	4,672	0	0%	$221.1K	$203.8K	-$17.3K	2026-10-20
State of Alaska, Department of Revenue	UNCHANGED	3,768	3,768	0	0%	$144.0K	$163	-$143.9K	2026-10-15
Parallel Advisors, LLC	INCREASED	1,671	1,589	+82	+5%	$75.2K	$72.9K	-$2.3K	2026-11-03
USA Financial Formulas	NEW	1,661	—	+1,661	—	—	$72.5K	—	2026-10-16
Foster Dykema Cabot & Partners, LLC	UNCHANGED	1,231	1,231	0	0%	$58.3K	$53.7K	-$4.6K	2026-10-30
Fortitude Family Office, LLC	NEW	1,149	—	+1,149	—	—	$50.1K	—	2026-10-14
Nisa Investment Advisors, LLC	DECREASED	1,095	2,693	-1,598	-59%	$127.5K	$47.8K	-$79.7K	2026-10-20
Albion Financial Group	UNCHANGED	1,082	1,082	0	0%	$51.2K	$47.2K	-$4.0K	2026-10-21
Versant Capital Management, Inc	UNCHANGED	839	839	0	0%	$39.7K	$36.6K	-$3.1K	2026-10-02
Spire Wealth Management	UNCHANGED	821	821	0	0%	$38.9K	$35.8K	-$3.0K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	612	179	+433	+242%	$8.5K	$26.7K	+$18.2K	2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	600	600	0	0%	$28.4K	$26.2K	-$2.2K	2026-10-23
Larson Financial Group LLC	INCREASED	513	446	+67	+15%	$21.1K	$22.4K	+$1.3K	2026-11-05
PNC Financial Services Group, Inc.	INCREASED	507	500	+7	+1%	$23.7K	$22.1K	-$1.6K	2026-11-06
US Bancorp \de\	UNCHANGED	501	501	0	0%	$23.7K	$21.9K	-$1.9K	2026-11-05
Sterling Capital Management LLC	INCREASED	411	202	+209	+103%	$9.6K	$17.9K	+$8.4K	2026-10-22
Princeton Global Asset Management LLC	UNCHANGED	300	300	0	0%	$14.2K	$13.1K	-$1.1K	2026-10-21
EverSource Wealth Advisors, LLC	INCREASED	262	261	+1	+0%	$12.4K	$11.4K	-$924	2026-11-04
Gamma Investing LLC	INCREASED	251	241	+10	+4%	$11.4K	$10.9K	-$458	2026-10-08
Allworth Financial LP	UNCHANGED	248	248	0	0%	$11.7K	$11.7K	$0	2026-11-06
Parkside Financial Bank & Trust	UNCHANGED	173	173	0	0%	$8.2K	$7.6K	-$642	2026-10-27
SJS Investment Consulting Inc.	INCREASED	167	2	+165	+8250%	$95	$7.3K	+$7.2K	2026-10-26
Nykredit A/S	UNCHANGED	104	104	0	0%	$4.9K	$4.5K	-$386	2026-11-06
Essential Partners LLC	UNCHANGED	97	97	0	0%	$4.6K	$4.2K	-$360	2026-10-14
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	88	88	0	0%	$4.2K	$3.8K	-$326	2026-10-27
True Wealth Design, LLC	UNCHANGED	58	58	0	0%	$2.7K	$2.5K	-$216	2026-10-13
Signaturefd, LLC	UNCHANGED	53	53	0	0%	$2.5K	$2.3K	-$196	2026-10-23
Root Financial Partners, LLC	NEW	43	—	+43	—	—	$1.9K	—	2026-10-21
Silver Grove Financial Group, Inc.	INCREASED	36	15	+21	+140%	$710	$1.6K	+$860	2026-11-05
Fifth Third Bancorp	UNCHANGED	35	35	0	0%	$1.7K	$1.5K	-$131	2026-11-05
Covestor Ltd	NEW	7	—	+7	—	—	$0	—	2026-10-30
Caitong International Asset Management Co., Ltd	NEW	6	—	+6	—	—	$262	—	2026-10-29
Provenance Wealth Advisors, LLC	NEW	3	—	+3	—	—	$131	—	2026-10-30
Clearstead Advisors, LLC	DECREASED	2	15	-13	-87%	$711	$88	-$623	2026-11-06
SummerHaven Investment Management, LLC	CLOSED	0	24,893	-24,893	-100%	$1.2M	$0	-$1.2M	2026-10-19
Pinnacle Associates LTD	CLOSED	0	10,053	-10,053	-100%	$475.8K	$0	-$475.8K	2026-10-20
Y-Intercept (Hong Kong) Ltd	CLOSED	0	8,981	-8,981	-100%	$425.1K	$0	-$425.1K	2026-10-16
Simplex Trading, LLC	CLOSED	0	166	-166	-100%	$7.9K	$0	-$7.9K	2026-11-04
BlackRock, Inc.	N/A	—	1,597,272	-1,597,272	-100%	$75.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	705,681	-705,681	-100%	$33.4M	—	—	—
Wellington Management Group LLP	N/A	—	674,880	-674,880	-100%	$31.9M	—	—	—
State Street Corp	N/A	—	569,369	-569,369	-100%	$26.9M	—	—	—
Boston Partners	N/A	—	467,556	-467,556	-100%	$22.1M	—	—	—
American Century Companies Inc	N/A	—	458,345	-458,345	-100%	$21.7M	—	—	—
Brown Advisory Inc	N/A	—	450,880	-450,880	-100%	$21.3M	—	—	—
Strategic Value Bank Partners LLC	N/A	—	378,416	-378,416	-100%	$17.9M	—	—	—
Algert Global LLC	N/A	—	356,295	-356,295	-100%	$16.9M	—	—	—
Peapack Gladstone Financial Corp	N/A	—	348,088	-348,088	-100%	$16.5M	—	—	—
Acadian Asset Management LLC	N/A	—	302,345	-302,345	-100%	$14.3M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	291,105	-291,105	-100%	$13.8M	—	—	—
Banc Funds Co LLC	N/A	—	273,947	-273,947	-100%	$13.0M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	259,220	-259,220	-100%	$12.3M	—	—	—
JPMorgan Chase & Co	N/A	—	254,146	-254,146	-100%	$12.1M	—	—	—
Two Sigma Investments, LP	N/A	—	193,594	-193,594	-100%	$9.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	177,057	-177,057	-100%	$8.4M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	164,790	-164,790	-100%	$7.8M	—	—	—
Northern Trust Corp	N/A	—	147,187	-147,187	-100%	$7.0M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	132,779	-132,779	-100%	$6.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	125,040	-125,040	-100%	$5.9M	—	—	—
Oppenheimer & Close, LLC	N/A	—	124,936	-124,936	-100%	$5.9M	—	—	—
Goldman Sachs Group Inc	N/A	—	116,205	-116,205	-100%	$5.5M	—	—	—
AQR Capital Management LLC	N/A	—	115,087	-115,087	-100%	$5.4M	—	—	—
Bank of America Corp	N/A	—	114,319	-114,319	-100%	$5.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	108,945	-108,945	-100%	$5.2M	—	—	—
Federated Hermes, Inc.	N/A	—	92,636	-92,636	-100%	$4.4M	—	—	—
Panagora Asset Management Inc	N/A	—	91,836	-91,836	-100%	$4.3M	—	—	—
Empowered Funds, LLC	N/A	—	81,146	-81,146	-100%	$3.8M	—	—	—
FMR LLC	N/A	—	75,723	-75,723	-100%	$3.6M	—	—	—
Quantinno Capital Management LP	N/A	—	67,788	-67,788	-100%	$3.2M	—	—	—
Ameriprise Financial Inc	N/A	—	66,420	-66,420	-100%	$3.1M	—	—	—
Trexquant Investment LP	N/A	—	63,852	-63,852	-100%	$3.0M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	63,558	-63,558	-100%	$3.0M	—	—	—
Nuveen, LLC	N/A	—	59,231	-59,231	-100%	$2.8M	—	—	—
First Trust Advisors LP	N/A	—	59,159	-59,159	-100%	$2.8M	—	—	—
Morgan Stanley	N/A	—	54,916	-54,916	-100%	$2.6M	—	—	—
PL Capital Advisors, LLCA	N/A	—	45,500	-45,500	-100%	$2.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	44,410	-44,410	-100%	$2.1M	—	—	—
XTX Topco Ltd	N/A	—	38,821	-38,821	-100%	$1.8M	—	—	—
Prudential Financial Inc	N/A	—	37,945	-37,945	-100%	$1.8M	—	—	—
Martingale Asset Management L P	N/A	—	37,635	-37,635	-100%	$1.8M	—	—	—
Numerai GP LLC	N/A	—	36,150	-36,150	-100%	$1.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	35,260	-35,260	-100%	$1.7M	—	—	—
SEI Investments Co	N/A	—	33,365	-33,365	-100%	$1.6M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	30,480	-30,480	-100%	$1.4M	—	—	—
Swiss National Bank	N/A	—	29,900	-29,900	-100%	$1.4M	—	—	—
Victory Capital Management Inc	N/A	—	28,650	-28,650	-100%	$1.4M	—	—	—
Cannell & Spears LLC	N/A	—	27,915	-27,915	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	26,213	-26,213	-100%	$1.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	24,847	-24,847	-100%	$1.2M	—	—	—
Alliancebernstein L.P.	N/A	—	22,614	-22,614	-100%	$796.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	22,470	-22,470	-100%	$1.1M	—	—	—
Renaissance Technologies LLC	N/A	—	20,594	-20,594	-100%	$974.7K	—	—	—
UBS Group AG	N/A	—	20,392	-20,392	-100%	$965.2K	—	—	—
Rhumbline Advisers	N/A	—	20,117	-20,117	-100%	$952.1K	—	—	—
First Manhattan Co. Llc.	N/A	—	20,000	-20,000	-100%	$946.6K	—	—	—
Millennium Management LLC	N/A	—	19,712	-19,712	-100%	$933.0K	—	—	—
California State Teachers Retirement System	N/A	—	18,320	-18,320	-100%	$867.1K	—	—	—
Wells Fargo & Company	N/A	—	16,177	-16,177	-100%	$765.7K	—	—	—
Legal & General Group Plc	N/A	—	15,935	-15,935	-100%	$754.2K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	14,836	-14,836	-100%	$702.2K	—	—	—
State of Wisconsin Investment Board	N/A	—	13,031	-13,031	-100%	$616.8K	—	—	—
Neuberger Berman Group LLC	N/A	—	12,796	-12,796	-100%	$605.6K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	12,712	-12,712	-100%	$601.7K	—	—	—
Elk River Wealth Management LLC	N/A	—	12,400	-12,400	-100%	$586.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,807	-11,807	-100%	$558.8K	—	—	—
Balyasny Asset Management L.P.	N/A	—	11,789	-11,789	-100%	$558.0K	—	—	—
Jump Financial, LLC	N/A	—	10,186	-10,186	-100%	$482.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	10,174	-10,174	-100%	$481.5K	—	—	—
Transcend Capital Advisors, LLC	N/A	—	9,365	-9,365	-100%	$443.2K	—	—	—
Franklin Resources Inc	N/A	—	9,280	-9,280	-100%	$439.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,000	-9,000	-100%	$426.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	8,994	-8,994	-100%	$425.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,845	-8,845	-100%	$418.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,070	-8,070	-100%	$382.0K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	7,899	-7,899	-100%	$373.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	7,875	-7,875	-100%	$372.7K	—	—	—
Jupiter Topco LLC	N/A	—	7,719	-7,719	-100%	$365.7K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,435	-7,435	-100%	$351.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	7,430	-7,430	-100%	$351.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	7,400	-7,400	-100%	$350.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	7,042	-7,042	-100%	$333.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	6,797	-6,797	-100%	$321.7K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	6,183	-6,183	-100%	$292.6K	—	—	—
IEQ Capital, LLC	N/A	—	6,152	-6,152	-100%	$291.2K	—	—	—
Raymond James Financial Inc	N/A	—	5,999	-5,999	-100%	$283.9K	—	—	—
New York State Common Retirement Fund	N/A	—	5,942	-5,942	-100%	$281.2K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,471	-5,471	-100%	$259.0K	—	—	—
Mangrove Partners IM, LLC	N/A	—	5,362	-5,362	-100%	$253.8K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	4,947	-4,947	-100%	$234.1K	—	—	—
Intech Investment Management LLC	N/A	—	4,939	-4,939	-100%	$233.8K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	4,874	-4,874	-100%	$230.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,741	-4,741	-100%	$224.4K	—	—	—
Engineers Gate Manager LP	N/A	—	4,620	-4,620	-100%	$218.7K	—	—	—
Teacher Retirement System of Texas	N/A	—	4,385	-4,385	-100%	$207.5K	—	—	—
SG Americas Securities, LLC	N/A	—	4,021	-4,021	-100%	$190.0K	—	—	—
Quantbot Technologies LP	N/A	—	3,709	-3,709	-100%	$175.5K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,500	-3,500	-100%	$165.7K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,412	-3,412	-100%	$161.5K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	2,638	-2,638	-100%	$124.9K	—	—	—
Royal Bank of Canada	N/A	—	1,500	-1,500	-100%	$71.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,472	-1,472	-100%	$69.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,338	-1,338	-100%	$63.3K	—	—	—
Arax Advisory Partners	N/A	—	949	-949	-100%	$44.9K	—	—	—
Canada Life Assurance Co	N/A	—	739	-739	-100%	$35.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	500	-500	-100%	$23.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	244	-244	-100%	$11.6K	—	—	—
Optiver Holding B.V.	N/A	—	128	-128	-100%	$6.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	112	-112	-100%	$5.3K	—	—	—
Quarry LP	N/A	—	100	-100	-100%	$4.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	84	-84	-100%	$4.0K	—	—	—
Rothschild Investment LLC	N/A	—	77	-77	-100%	$3.6K	—	—	—
Bessemer Group Inc	N/A	—	56	-56	-100%	$3	—	—	—
Investors Portfolio Services LLC	N/A	—	33	-33	-100%	$1.6K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	21	-21	-100%	$994	—	—	—

Showing 181 of 181 institutions