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Perella Weinberg Partners (PWP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
William Blair Investment Management, LLC
DECREASED
Shares3,804,547 from 4,390,541
Change-585,994 (-13%)
Value$62.1M (-$8.0M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares1,851,776 from 1,825,865
Change+25,911 (+1%)
Value$30.2M (+$1.1M)
Filed 2026-11-06
Royce & Associates LP
DECREASED
Shares1,376,783 from 1,393,188
Change-16,405 (-1%)
Value$22.5M (+$220.1K)
Filed 2026-11-09
Russell Investments Group, Ltd.
INCREASED
Shares1,362,300 from 830,393
Change+531,907 (+64%)
Value$22.2M (+$9.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,096,984 from 981,178
Change+115,806 (+12%)
Value$17.9M (+$2.2M)
Filed 2026-11-04
Wasatch Advisors LP
DECREASED
Shares342,527 from 366,781
Change-24,254 (-7%)
Value$5.6M (-$267.2K)
Filed 2026-10-13
Ranger Investment Management, L.P.
INCREASED
Shares322,560 from 321,985
Change+575 (+0%)
Value$5.3M (+$122.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares278,605 from 269,446
Change+9,159 (+3%)
Value$4.5M (+$243.7K)
Filed 2026-11-05
Teachers Retirement System of the State of Kentucky
INCREASED
Shares160,482 from 140,697
Change+19,785 (+14%)
Value$2.6K (-$2.2M)
Filed 2026-11-10
Bull Street Advisors, LLC
INCREASED
Shares116,170 from 63,278
Change+52,892 (+84%)
Value$1.9K (-$1.0M)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares68,331 from 74,733
Change-6,402 (-9%)
Value$1.1M (-$78.3K)
Filed 2026-11-06
Riverwater Partners LLC
UNCHANGED
Shares46,447 from 46,447
Change0 (0%)
Value$757.6K (+$16.3K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares41,554 from 43,710
Change-2,156 (-5%)
Value$677.7K (-$19.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares41,222 from 23,221
Change+18,001 (+78%)
Value$672.3K (+$301.7K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares30,607 from 87,165
Change-56,558 (-65%)
Value$499.2K (-$892.0K)
Filed 2026-11-06
Kings Path Partners LLC
UNCHANGED
Shares22,060 from 22,060
Change0 (0%)
Value$359.8K (+$7.7K)
Filed 2026-10-21
State of Alaska, Department of Revenue
INCREASED
Shares21,943 from 21,497
Change+446 (+2%)
Value$357 (-$341.6K)
Filed 2026-10-15
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares20,721 from 20,721
Change0 (0%)
Value$338.0K (+$7.3K)
Filed 2026-11-09
Wescott Financial Advisory Group, LLC
INCREASED
Shares20,602 from 20,513
Change+89 (+0%)
Value$336.0K (+$8.6K)
Filed 2026-11-09
Arizona State Retirement System
INCREASED
Shares19,510 from 18,495
Change+1,015 (+5%)
Value$318.2K (+$23.0K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares18,130 from 16,489
Change+1,641 (+10%)
Value$295.7K (+$32.5K)
Filed 2026-11-06
T3 Companies, LLC
NEW
Shares17,500
Change+17,500
Value$285.4K
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares15,182 from 17,935
Change-2,753 (-15%)
Value$247.6K (-$38.6K)
Filed 2026-11-05
Ritholtz Wealth Management
UNCHANGED
Shares13,710 from 13,710
Change0 (0%)
Value$223.6K (+$4.8K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares11,242 from 10,988
Change+254 (+2%)
Value$183.4K (+$8.0K)
Filed 2026-10-15
Pictet Asset Management Holding SA
UNCHANGED
Shares10,804 from 10,804
Change0 (0%)
Value$176.2K (+$3.8K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
NEW
Shares10,000
Change+10,000
Value$163.1K
Filed 2026-11-02
State of Wyoming
NEW
Shares8,641
Change+8,641
Value$140.9K
Filed 2026-10-28
PNC Financial Services Group, Inc.
DECREASED
Shares8,546 from 10,107
Change-1,561 (-15%)
Value$139.4K (-$21.9K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares8,185 from 79,849
Change-71,664 (-90%)
Value$133.5K (-$1.1M)
Filed 2026-11-04
Emerald Mutual Fund Advisers Trust
UNCHANGED
Shares5,763 from 5,763
Change0 (0%)
Value$94.0K (+$2.0K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares4,801 from 16
Change+4,785 (+29906%)
Value$78.3K (+$78.0K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares4,304
Change+4,304
Value$70.2K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$50.2K ($0)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares2,544 from 2,496
Change+48 (+2%)
Value$41.5K (+$1.7K)
Filed 2026-10-21
Sterling Capital Management LLC
INCREASED
Shares2,475 from 247
Change+2,228 (+902%)
Value$40.4K (+$36.4K)
Filed 2026-10-22
Exchange Traded Concepts, LLC
NEW
Shares1,939
Change+1,939
Value$31.6K
Filed 2026-10-28
Nykredit A/S
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$18.4K (+$395)
Filed 2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$11.3K (+$243)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares681 from 568
Change+113 (+20%)
Value$11.1K (+$2.0K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares306 from 44
Change+262 (+595%)
Value$5.0K (+$4.3K)
Filed 2026-11-04
Gamma Investing LLC
DECREASED
Shares245 from 436
Change-191 (-44%)
Value$4.0K (-$3.0K)
Filed 2026-10-08
Financial Consulate, Inc
NEW
Shares198
Change+198
Value$3.2K
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares194 from 108
Change+86 (+80%)
Value$3.2K (+$1.4K)
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares161 from 20
Change+141 (+705%)
Value$2.6K (+$2.3K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares135
Change+135
Value$2.2K
Filed 2026-10-30
True Wealth Design, LLC
NEW
Shares126
Change+126
Value$2.1K
Filed 2026-10-13
CoreCap Advisors, LLC
NEW
Shares93
Change+93
Value$1.5K
Filed 2026-10-08
Bayban
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$1.3K ($0)
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$1.1K (+$24)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares61 from 4
Change+57 (+1425%)
Value$995 (+$931)
Filed 2026-11-05
Farther Finance Advisors, LLC
DECREASED
Shares36 from 168
Change-132 (-79%)
Value$587 (-$2.1K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
NEW
Shares33
Change+33
Value$538
Filed 2026-11-03
Parkside Financial Bank & Trust
NEW
Shares25
Change+25
Value$408
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares22 from 21,354
Change-21,332 (-100%)
Value$359 (-$340.5K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares12 from 20
Change-8 (-40%)
Value$0 ($0)
Filed 2026-10-30
Ceredex Value Advisors LLC
CLOSED
Shares0 from 567,000
Change-567,000 (-100%)
Value$0 (-$9.0M)
Filed 2026-11-09
Wesbanco Bank Inc
CLOSED
Shares0 from 124,000
Change-124,000 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 34,113
Change-34,113 (-100%)
Value$0 (-$544.4K)
Filed 2026-10-16
Penn Capital Management Company, LLC
CLOSED
Shares0 from 32,362
Change-32,362 (-100%)
Value$0 (-$516.5K)
Filed 2026-11-04
Emerald Advisers, LLC
CLOSED
Shares0 from 27,567
Change-27,567 (-100%)
Value$0 (-$440.0K)
Filed 2026-11-09
Intech Investment Management LLC
CLOSED
Shares0 from 14,399
Change-14,399 (-100%)
Value$0 (-$229.8K)
Filed 2026-11-09
Zions Bancorporation, National Association
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$750)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$447)
Filed 2026-10-20
Clearstead Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$384)
Filed 2026-11-06
FMR LLC
N/A
Shares— from 9,897,191
Change-9,897,191 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,465,698
Change-5,465,698 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,189,199
Change-5,189,199 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,601,078
Change-3,601,078 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,311,618
Change-3,311,618 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,032,455
Change-3,032,455 (-100%)
Value—
Capital World Investors
N/A
Shares— from 2,675,588
Change-2,675,588 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,549,221
Change-2,549,221 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,543,113
Change-2,543,113 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,268,931
Change-2,268,931 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,038,898
Change-2,038,898 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,860,521
Change-1,860,521 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,765,887
Change-1,765,887 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 1,624,195
Change-1,624,195 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,515,078
Change-1,515,078 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,302,843
Change-1,302,843 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,291,081
Change-1,291,081 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 1,152,220
Change-1,152,220 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,128,125
Change-1,128,125 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 960,597
Change-960,597 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 901,189
Change-901,189 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 788,737
Change-788,737 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 724,159
Change-724,159 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 664,754
Change-664,754 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 654,989
Change-654,989 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 644,227
Change-644,227 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 599,347
Change-599,347 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 594,798
Change-594,798 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 592,558
Change-592,558 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 508,971
Change-508,971 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 481,233
Change-481,233 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 474,830
Change-474,830 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 441,460
Change-441,460 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 405,042
Change-405,042 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 319,422
Change-319,422 (-100%)
Value—
UBS Group AG
N/A
Shares— from 197,295
Change-197,295 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 154,943
Change-154,943 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 148,012
Change-148,012 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 134,500
Change-134,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 118,864
Change-118,864 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 118,061
Change-118,061 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 115,780
Change-115,780 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 93,955
Change-93,955 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 92,196
Change-92,196 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 89,096
Change-89,096 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 88,681
Change-88,681 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 84,304
Change-84,304 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 82,190
Change-82,190 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 76,787
Change-76,787 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 76,264
Change-76,264 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 75,324
Change-75,324 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 72,315
Change-72,315 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 67,135
Change-67,135 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 65,291
Change-65,291 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 64,200
Change-64,200 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 58,560
Change-58,560 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 57,716
Change-57,716 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 57,034
Change-57,034 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 45,790
Change-45,790 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 44,426
Change-44,426 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 42,044
Change-42,044 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 40,187
Change-40,187 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 36,494
Change-36,494 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 36,490
Change-36,490 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 35,630
Change-35,630 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,295
Change-34,295 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 32,351
Change-32,351 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 29,409
Change-29,409 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,108
Change-27,108 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 26,690
Change-26,690 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 26,371
Change-26,371 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 24,655
Change-24,655 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 23,225
Change-23,225 (-100%)
Value—
Allstate Corp
N/A
Shares— from 22,298
Change-22,298 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 17,846
Change-17,846 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 17,063
Change-17,063 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 14,968
Change-14,968 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 14,933
Change-14,933 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,717
Change-14,717 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,788
Change-13,788 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 13,157
Change-13,157 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 12,996
Change-12,996 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,283
Change-12,283 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,315
Change-11,315 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 11,312
Change-11,312 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,036
Change-7,036 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,376
Change-6,376 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 545
Change-545 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 388
Change-388 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 86
Change-86 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
William Blair Investment Management, LLC
DECREASED3,804,5474,390,541-585,994-13%$70.1M$62.1M-$8.0M2026-11-06
Geode Capital Management, LLC
INCREASED1,851,7761,825,865+25,911+1%$29.1M$30.2M+$1.1M2026-11-06
Royce & Associates LP
DECREASED1,376,7831,393,188-16,405-1%$22.2M$22.5M+$220.1K2026-11-09
Russell Investments Group, Ltd.
INCREASED1,362,300830,393+531,907+64%$13.3M$22.2M+$9.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,096,984981,178+115,806+12%$15.7M$17.9M+$2.2M2026-11-04
Wasatch Advisors LP
DECREASED342,527366,781-24,254-7%$5.9M$5.6M-$267.2K2026-10-13
Ranger Investment Management, L.P.
INCREASED322,560321,985+575+0%$5.1M$5.3M+$122.1K2026-11-06
Bank of New York Mellon Corp
INCREASED278,605269,446+9,159+3%$4.3M$4.5M+$243.7K2026-11-05
Teachers Retirement System of the State of Kentucky
INCREASED160,482140,697+19,785+14%$2.2M$2.6K-$2.2M2026-11-10
Bull Street Advisors, LLC
INCREASED116,17063,278+52,892+84%$1.0M$1.9K-$1.0M2026-10-20
Deutsche Bank Ag\
DECREASED68,33174,733-6,402-9%$1.2M$1.1M-$78.3K2026-11-06
Riverwater Partners LLC
UNCHANGED46,44746,44700%$741.3K$757.6K+$16.3K2026-11-03
Fifth Third Bancorp
DECREASED41,55443,710-2,156-5%$697.6K$677.7K-$19.9K2026-11-05
Creative Planning
INCREASED41,22223,221+18,001+78%$370.6K$672.3K+$301.7K2026-11-02
Barclays PLC
DECREASED30,60787,165-56,558-65%$1.4M$499.2K-$892.0K2026-11-06
Kings Path Partners LLC
UNCHANGED22,06022,06000%$352.1K$359.8K+$7.7K2026-10-21
State of Alaska, Department of Revenue
INCREASED21,94321,497+446+2%$342.0K$357-$341.6K2026-10-15
Police & Firemen's Retirement System of New Jersey
UNCHANGED20,72120,72100%$330.7K$338.0K+$7.3K2026-11-09
Wescott Financial Advisory Group, LLC
INCREASED20,60220,513+89+0%$327.4K$336.0K+$8.6K2026-11-09
Arizona State Retirement System
INCREASED19,51018,495+1,015+5%$295.2K$318.2K+$23.0K2026-11-03
LPL Financial LLC
INCREASED18,13016,489+1,641+10%$263.2K$295.7K+$32.5K2026-11-06
T3 Companies, LLC
NEW17,500—+17,500——$285.4K—2026-10-22
US Bancorp \de\
DECREASED15,18217,935-2,753-15%$286.2K$247.6K-$38.6K2026-11-05
Ritholtz Wealth Management
UNCHANGED13,71013,71000%$218.8K$223.6K+$4.8K2026-11-05
Atria Investments, Inc
INCREASED11,24210,988+254+2%$175.4K$183.4K+$8.0K2026-10-15
Pictet Asset Management Holding SA
UNCHANGED10,80410,80400%$172.4K$176.2K+$3.8K2026-11-03
Levin Capital Strategies, L.P.
NEW10,000—+10,000——$163.1K—2026-11-02
State of Wyoming
NEW8,641—+8,641——$140.9K—2026-10-28
PNC Financial Services Group, Inc.
DECREASED8,54610,107-1,561-15%$161.3K$139.4K-$21.9K2026-11-06
Citigroup Inc
DECREASED8,18579,849-71,664-90%$1.3M$133.5K-$1.1M2026-11-04
Emerald Mutual Fund Advisers Trust
UNCHANGED5,7635,76300%$92.0K$94.0K+$2.0K2026-11-09
Larson Financial Group LLC
INCREASED4,80116+4,785+29906%$255$78.3K+$78.0K2026-11-05
Simplex Trading, LLC
NEW4,304—+4,304——$70.2K—2026-11-04
Allworth Financial LP
UNCHANGED3,1433,14300%$50.2K$50.2K$02026-11-06
Assetmark, Inc
INCREASED2,5442,496+48+2%$39.8K$41.5K+$1.7K2026-10-21
Sterling Capital Management LLC
INCREASED2,475247+2,228+902%$3.9K$40.4K+$36.4K2026-10-22
Exchange Traded Concepts, LLC
NEW1,939—+1,939——$31.6K—2026-10-28
Nykredit A/S
UNCHANGED1,1281,12800%$18.0K$18.4K+$3952026-11-06
Nisa Investment Advisors, LLC
UNCHANGED69569500%$11.1K$11.3K+$2432026-10-20
Parallel Advisors, LLC
INCREASED681568+113+20%$9.1K$11.1K+$2.0K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED30644+262+595%$702$5.0K+$4.3K2026-11-04
Gamma Investing LLC
DECREASED245436-191-44%$7.0K$4.0K-$3.0K2026-10-08
Financial Consulate, Inc
NEW198—+198——$3.2K—2026-10-23
Signaturefd, LLC
INCREASED194108+86+80%$1.7K$3.2K+$1.4K2026-10-23
Essential Partners LLC
INCREASED16120+141+705%$319$2.6K+$2.3K2026-10-14
Provenance Wealth Advisors, LLC
NEW135—+135——$2.2K—2026-10-30
True Wealth Design, LLC
NEW126—+126——$2.1K—2026-10-13
CoreCap Advisors, LLC
NEW93—+93——$1.5K—2026-10-08
Bayban
UNCHANGED797900%$1.3K$1.3K$02026-11-05
Wolff Wiese Magana LLC
UNCHANGED707000%$1.1K$1.1K+$242026-10-15
Silver Grove Financial Group, Inc.
INCREASED614+57+1425%$64$995+$9312026-11-05
Farther Finance Advisors, LLC
DECREASED36168-132-79%$2.7K$587-$2.1K2026-10-08
Ascentis Wealth Management, LLC
NEW33—+33——$538—2026-11-03
Parkside Financial Bank & Trust
NEW25—+25——$408—2026-10-27
IFP Advisors, Inc
DECREASED2221,354-21,332-100%$340.8K$359-$340.5K2026-10-16
Covestor Ltd
DECREASED1220-8-40%$0$0$02026-10-30
Ceredex Value Advisors LLC
CLOSED0567,000-567,000-100%$9.0M$0-$9.0M2026-11-09
Wesbanco Bank Inc
CLOSED0124,000-124,000-100%$2.0M$0-$2.0M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED034,113-34,113-100%$544.4K$0-$544.4K2026-10-16
Penn Capital Management Company, LLC
CLOSED032,362-32,362-100%$516.5K$0-$516.5K2026-11-04
Emerald Advisers, LLC
CLOSED027,567-27,567-100%$440.0K$0-$440.0K2026-11-09
Intech Investment Management LLC
CLOSED014,399-14,399-100%$229.8K$0-$229.8K2026-11-09
Zions Bancorporation, National Association
CLOSED0232-232-100%$3.7K$0-$3.7K2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED047-47-100%$750$0-$7502026-10-29
Physician Wealth Advisors, Inc.
CLOSED028-28-100%$447$0-$4472026-10-20
Clearstead Advisors, LLC
CLOSED024-24-100%$384$0-$3842026-11-06
FMR LLC
N/A—9,897,191-9,897,191-100%$158.0M———
BlackRock, Inc.
N/A—5,465,698-5,465,698-100%$87.2M———
Wellington Management Group LLP
N/A—5,189,199-5,189,199-100%$82.8M———
Nuveen, LLC
N/A—3,601,078-3,601,078-100%$57.5M———
Adage Capital Partners GP, L.L.C.
N/A—3,311,618-3,311,618-100%$52.9M———
Vanguard Capital Management LLC
N/A—3,032,455-3,032,455-100%$48.4M———
Capital World Investors
N/A—2,675,588-2,675,588-100%$42.7M———
Nomura Asset Management International Inc.
N/A—2,549,221-2,549,221-100%$40.7M———
Boston Partners
N/A—2,543,113-2,543,113-100%$40.6M———
Ameriprise Financial Inc
N/A—2,268,931-2,268,931-100%$36.2M———
State Street Corp
N/A—2,038,898-2,038,898-100%$32.5M———
Westwood Holdings Group Inc
N/A—1,860,521-1,860,521-100%$29.7M———
Goldman Sachs Group Inc
N/A—1,765,887-1,765,887-100%$28.2M———
Frontier Capital Management Co LLC
N/A—1,624,195-1,624,195-100%$25.9M———
Bank of America Corp
N/A—1,515,078-1,515,078-100%$24.2M———
Raymond James Financial Inc
N/A—1,302,843-1,302,843-100%$20.8M———
GW&K Investment Management, LLC
N/A—1,291,081-1,291,081-100%$20.6M———
Aristotle Capital Boston, LLC
N/A—1,152,220-1,152,220-100%$18.4M———
Schroder Investment Management Group
N/A—1,128,125-1,128,125-100%$17.4M———
Walleye Capital LLC
N/A—960,597-960,597-100%$15.3M———
First Eagle Investment Management, LLC
N/A—901,189-901,189-100%$14.4M———
Basswood Capital Management, L.L.C.
N/A—788,737-788,737-100%$12.6M———
Point72 Asset Management, L.P.
N/A—724,159-724,159-100%$11.6M———
Rockefeller Capital Management L.P.
N/A—664,754-664,754-100%$10.6M———
Balyasny Asset Management L.P.
N/A—654,989-654,989-100%$10.5M———
Marshall Wace, LLP
N/A—644,227-644,227-100%$10.3M———
Northern Trust Corp
N/A—599,347-599,347-100%$9.6M———
Vanguard Portfolio Management LLC
N/A—594,798-594,798-100%$9.5M———
Charles Schwab Investment Management Inc
N/A—592,558-592,558-100%$9.5M———
Vanguard Fiduciary Trust Co
N/A—508,971-508,971-100%$8.1M———
SEI Investments Co
N/A—481,233-481,233-100%$7.7M———
Loomis Sayles & Co L P
N/A—474,830-474,830-100%$7.6M———
Silvercrest Asset Management Group LLC
N/A—441,460-441,460-100%$7.0M———
State of Wisconsin Investment Board
N/A—405,042-405,042-100%$6.5M———
Morgan Stanley
N/A—319,422-319,422-100%$5.1M———
UBS Group AG
N/A—197,295-197,295-100%$3.1M———
First Trust Advisors LP
N/A—154,943-154,943-100%$2.5M———
Envestnet Asset Management Inc
N/A—148,012-148,012-100%$2.4M———
Swiss National Bank
N/A—134,500-134,500-100%$2.1M———
JPMorgan Chase & Co
N/A—118,864-118,864-100%$1.8M———
Freestone Grove Partners LP
N/A—118,061-118,061-100%$1.9M———
Wells Fargo & Company
N/A—115,780-115,780-100%$1.8M———
Voleon Capital Management LP
N/A—93,955-93,955-100%$1.5M———
Invesco Ltd.
N/A—92,196-92,196-100%$1.5M———
Grandeur Peak Global Advisors, LLC
N/A—89,096-89,096-100%$1.4M———
Rhumbline Advisers
N/A—88,681-88,681-100%$1.4M———
California State Teachers Retirement System
N/A—84,304-84,304-100%$1.3M———
Alliancebernstein L.P.
N/A—82,190-82,190-100%$1.5M———
Atom Investors LP
N/A—76,787-76,787-100%$1.2M———
Public Employees Retirement System of Ohio
N/A—76,264-76,264-100%$1.2M———
Cinctive Capital Management LP
N/A—75,324-75,324-100%$1.2M———
Private Advisor Group, LLC
N/A—72,315-72,315-100%$1.2M———
Citadel Advisors LLC
N/A—67,135-67,135-100%$1.1M———
UBS Asset Management Americas LLC
N/A—65,291-65,291-100%$1.0M———
Legal & General Group Plc
N/A—64,200-64,200-100%$1.0M———
Kennedy Capital Management LLC
N/A—58,560-58,560-100%$934.6K———
Price T Rowe Associates Inc
N/A—57,716-57,716-100%$922.0K———
Neuberger Berman Group LLC
N/A—57,034-57,034-100%$910.3K———
Algert Global LLC
N/A—45,790-45,790-100%$730.8K———
Vanguard Asset Management, Ltd
N/A—44,426-44,426-100%$709.0K———
Quantinno Capital Management LP
N/A—42,044-42,044-100%$671.0K———
MetLife Investment Management, LLC
N/A—40,187-40,187-100%$641.4K———
Jupiter Topco LLC
N/A—36,494-36,494-100%$582.6K———
Vident Advisory, LLC
N/A—36,490-36,490-100%$582.4K———
Jain Global LLC
N/A—35,630-35,630-100%$568.7K———
AQR Capital Management LLC
N/A—34,295-34,295-100%$547.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—32,351-32,351-100%$516.3K———
Manufacturers Life Insurance Company, the
N/A—29,409-29,409-100%$469.4K———
XTX Topco Ltd
N/A—27,108-27,108-100%$432.6K———
Jump Financial, LLC
N/A—26,690-26,690-100%$426.0K———
Vanguard Global Advisers, LLC
N/A—26,371-26,371-100%$420.9K———
New York State Common Retirement Fund
N/A—24,655-24,655-100%$393.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—23,225-23,225-100%$370.7K———
Allstate Corp
N/A—22,298-22,298-100%$355.9K———
Bleakley Financial Group, LLC
N/A—20,268-20,268-100%$323.5K———
Commerce Bank
N/A—20,163-20,163-100%$321.8K———
PDT Partners, LLC
N/A—18,200-18,200-100%$290.5K———
Vanguard Investments Australia, Ltd.
N/A—17,846-17,846-100%$284.8K———
Engineers Gate Manager LP
N/A—17,100-17,100-100%$272.9K———
ExodusPoint Capital Management, LP
N/A—17,063-17,063-100%$272.3K———
DRW Securities, LLC
N/A—14,968-14,968-100%$238.9K———
Pathstone Holdings, LLC
N/A—14,933-14,933-100%$238.3K———
Franklin Resources Inc
N/A—14,717-14,717-100%$234.9K———
KLP Kapitalforvaltning AS
N/A—14,200-14,200-100%$226.6K———
Voya Investment Management LLC
N/A—13,788-13,788-100%$220.1K———
BNP Paribas Financial Markets
N/A—13,276-13,276-100%$211.9K———
Millennium Management LLC
N/A—13,157-13,157-100%$210.0K———
Royal Bank of Canada
N/A—13,141-13,141-100%$210.0K———
Entropy Technologies, LP
N/A—12,996-12,996-100%$207.4K———
Captrust Financial Advisors
N/A—12,283-12,283-100%$196.0K———
State Board of Administration of Florida Retirement System
N/A—12,190-12,190-100%$194.6K———
Prudential Financial Inc
N/A—11,380-11,380-100%$181.6K———
Susquehanna International Group, LLP
N/A—11,315-11,315-100%$180.6K———
Blueshift Asset Management, LLC
N/A—11,312-11,312-100%$180.5K———
Jones Financial Companies Lllp
N/A—7,177-7,177-100%$118.9K———
Global Retirement Partners, LLC
N/A—7,036-7,036-100%$112.3K———
Ameritas Investment Partners, Inc.
N/A—6,376-6,376-100%$101.8K———
Tower Research Capital LLC (TRC)
N/A—5,259-5,259-100%$83.9K———
Arax Advisory Partners
N/A—1,362-1,362-100%$21.7K———
Osaic Holdings, Inc.
N/A—545-545-100%$8.7K———
Smartleaf Asset Management LLC
N/A—443-443-100%$6.8K———
Whittier Trust Co of Nevada Inc
N/A—388-388-100%$6.3K———
LOS Angeles Capital Management LLC
N/A—238-238-100%$3.8K———
Optiver Holding B.V.
N/A—238-238-100%$3.8K———
Huntington National Bank
N/A—86-86-100%$1.4K———
Rothschild Investment LLC
N/A—80-80-100%$1.3K———
JPL Wealth Management, LLC
N/A—20-20-100%$320———
Medallion Wealth Advisors, LLC
N/A—3-3-100%$48———
Showing 174 of 174 institutions