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Personalis Inc (PSNL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Aberdeen Group plc
INCREASED
Shares5,211,939 from 3,747,290
Change+1,464,649 (+39%)
Value$148.6M (+$98.4M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares1,878,895 from 1,822,445
Change+56,450 (+3%)
Value$30.6M (+$6.2M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares1,233,584 from 1,496,983
Change-263,399 (-18%)
Value$20.1M (+$20.5K)
Filed 2026-11-04
State of Michigan Retirement System
UNCHANGED
Shares493,798 from 493,798
Change0 (0%)
Value$8.0M (+$1.4M)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares338,989 from 417,488
Change-78,499 (-19%)
Value$5.5M (-$75.6K)
Filed 2026-10-29
Howland Capital Management LLC
DECREASED
Shares327,388 from 555,641
Change-228,253 (-41%)
Value$5.3M (-$2.1M)
Filed 2026-10-22
Perkins Capital Management Inc
DECREASED
Shares230,000 from 239,000
Change-9,000 (-4%)
Value$3.7M (+$541.8K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares186,989 from 189,065
Change-2,076 (-1%)
Value$3.0M (+$510.7K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares134,072 from 134,072
Change0 (0%)
Value$2.2M (+$386.1K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares125,883 from 132,602
Change-6,719 (-5%)
Value$2.0M (+$272.5K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares64,652 from 66,188
Change-1,536 (-2%)
Value$1.1M (+$165.6K)
Filed 2026-11-06
AlphaCentric Advisors LLC
DECREASED
Shares55,854 from 78,924
Change-23,070 (-29%)
Value$909.3K (-$148.3K)
Filed 2026-11-03
Natixis
NEW
Shares55,200
Change+55,200
Value$898.7K
Filed 2026-11-06
Green Alpha Advisors, LLC
DECREASED
Shares53,645 from 67,467
Change-13,822 (-20%)
Value$873.3K (-$30.7K)
Filed 2026-10-08
Y-Intercept (Hong Kong) Ltd
NEW
Shares48,127
Change+48,127
Value$783.5K
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares46,643 from 92,708
Change-46,065 (-50%)
Value$759.3K (-$482.9K)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares40,213 from 12,316
Change+27,897 (+227%)
Value$654.7K (+$489.6K)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares37,892 from 53,437
Change-15,545 (-29%)
Value$616.9K (-$99.2K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares33,700 from 23,700
Change+10,000 (+42%)
Value$548.6K (+$231.1K)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares31,124 from 126,670
Change-95,546 (-75%)
Value$506.7K (-$1.2M)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED
Shares26,243 from 19,610
Change+6,633 (+34%)
Value$427.2K (+$164.5K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares25,494 from 15,069
Change+10,425 (+69%)
Value$415.0K (+$213.1K)
Filed 2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED
Shares19,487 from 16,666
Change+2,821 (+17%)
Value$318.6K (+$95.3K)
Filed 2026-10-28
Arizona State Retirement System
DECREASED
Shares15,782 from 18,766
Change-2,984 (-16%)
Value$256.9K (+$5.5K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares11,375
Change+11,375
Value$164.5K
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
NEW
Shares11,189
Change+11,189
Value$182.2K
Filed 2026-10-26
Fortitude Family Office, LLC
NEW
Shares10,049
Change+10,049
Value$163.6K
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares9,256 from 10,958
Change-1,702 (-16%)
Value$150.7K (+$3.9K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares5,458 from 4,684
Change+774 (+17%)
Value$88.9K (+$26.1K)
Filed 2026-11-03
GF Fund Management Co. Ltd.
INCREASED
Shares2,410 from 2,214
Change+196 (+9%)
Value$39.2K (+$9.6K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares2,110 from 2,100
Change+10 (+0%)
Value$34.4K (+$6.2K)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares1,760
Change+1,760
Value$28.7K
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,517 from 1,300
Change+217 (+17%)
Value$24.7K (+$7.3K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares1,411 from 1,367
Change+44 (+3%)
Value$23.0K (+$4.7K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares891 from 793
Change+98 (+12%)
Value$14.5K (+$3.9K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares535 from 371
Change+164 (+44%)
Value$8.7K (+$3.7K)
Filed 2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$7.1K (+$1.3K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares199 from 193
Change+6 (+3%)
Value$2.7K (+$80)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares189 from 170
Change+19 (+11%)
Value$3.1K (+$799)
Filed 2026-11-04
Signaturefd, LLC
NEW
Shares187
Change+187
Value$3.0K
Filed 2026-10-23
Parkside Financial Bank & Trust
NEW
Shares109
Change+109
Value$1.8K
Filed 2026-10-27
Bell Investment Advisors, Inc
NEW
Shares37
Change+37
Value$603
Filed 2026-10-29
Ascentis Wealth Management, LLC
NEW
Shares37
Change+37
Value$602
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares23 from 13
Change+10 (+77%)
Value$374 (+$200)
Filed 2026-10-22
Covestor Ltd
NEW
Shares19
Change+19
Value$0
Filed 2026-10-30
Essential Partners LLC
NEW
Shares14
Change+14
Value$228
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares8
Change+8
Value$130
Filed 2026-10-21
IFP Advisors, Inc
NEW
Shares6
Change+6
Value$98
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$65
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$49 (-$45)
Filed 2026-11-06
Hughes Financial Services, LLC
NEW
Shares2
Change+2
Value$32
Filed 2026-10-30
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$33
Filed 2026-10-22
SJS Investment Consulting Inc.
NEW
Shares2
Change+2
Value$33
Filed 2026-10-26
Aigh Capital Management LLC
CLOSED
Shares0 from 1,715,000
Change-1,715,000 (-100%)
Value$0 (-$23.0M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 339,733
Change-339,733 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 292,489
Change-292,489 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-03
Kercheville Advisors, LLC
CLOSED
Shares0 from 93,800
Change-93,800 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Udine Wealth Management, Inc.
CLOSED
Shares0 from 50,030
Change-50,030 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-23
AlpInvest Partners B.V.
CLOSED
Shares0 from 37,703
Change-37,703 (-100%)
Value$0 (-$505.2K)
Filed 2026-11-06
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 10,047
Change-10,047 (-100%)
Value$0 (-$134.7K)
Filed 2026-10-26
Merck & Co., Inc.
N/A
Shares— from 14,044,943
Change-14,044,943 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 8,271,339
Change-8,271,339 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,082,491
Change-7,082,491 (-100%)
Value—
Lightspeed Management Company, L.L.C.
N/A
Shares— from 6,101,850
Change-6,101,850 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,086,315
Change-6,086,315 (-100%)
Value—
Deep Track Capital, LP
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,010,150
Change-3,010,150 (-100%)
Value—
Casdin Capital, LLC
N/A
Shares— from 2,550,000
Change-2,550,000 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 2,364,282
Change-2,364,282 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,820,541
Change-1,820,541 (-100%)
Value—
Blue Water Life Science Advisors, LP
N/A
Shares— from 1,676,300
Change-1,676,300 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,487,077
Change-1,487,077 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,270,946
Change-1,270,946 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 931,031
Change-931,031 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 930,816
Change-930,816 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 753,004
Change-753,004 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 738,241
Change-738,241 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 659,834
Change-659,834 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 632,803
Change-632,803 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 600,216
Change-600,216 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 453,257
Change-453,257 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 450,160
Change-450,160 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 417,488
Change-417,488 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 364,764
Change-364,764 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 351,741
Change-351,741 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 291,881
Change-291,881 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 278,490
Change-278,490 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 274,321
Change-274,321 (-100%)
Value—
Stempoint Capital LP
N/A
Shares— from 247,783
Change-247,783 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 233,000
Change-233,000 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 230,600
Change-230,600 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 209,320
Change-209,320 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 165,579
Change-165,579 (-100%)
Value—
UBS Group AG
N/A
Shares— from 164,761
Change-164,761 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 158,838
Change-158,838 (-100%)
Value—
Nano Cap New Millennium Growth Fund L P
N/A
Shares— from 157,500
Change-157,500 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 144,998
Change-144,998 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 136,500
Change-136,500 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 130,294
Change-130,294 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 121,299
Change-121,299 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 115,842
Change-115,842 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 105,225
Change-105,225 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 105,001
Change-105,001 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 100,094
Change-100,094 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 99,542
Change-99,542 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 87,068
Change-87,068 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 86,982
Change-86,982 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 86,321
Change-86,321 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 85,504
Change-85,504 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 83,368
Change-83,368 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 75,266
Change-75,266 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 73,700
Change-73,700 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 66,775
Change-66,775 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 63,947
Change-63,947 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 59,143
Change-59,143 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 57,258
Change-57,258 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 56,427
Change-56,427 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 52,033
Change-52,033 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 49,264
Change-49,264 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 49,256
Change-49,256 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 48,989
Change-48,989 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 47,022
Change-47,022 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 43,244
Change-43,244 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 42,569
Change-42,569 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 40,842
Change-40,842 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 40,763
Change-40,763 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 39,769
Change-39,769 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 39,015
Change-39,015 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 38,394
Change-38,394 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 37,013
Change-37,013 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 36,419
Change-36,419 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 30,420
Change-30,420 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 30,200
Change-30,200 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 28,015
Change-28,015 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 27,327
Change-27,327 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 26,730
Change-26,730 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 26,502
Change-26,502 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,591
Change-25,591 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 23,808
Change-23,808 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 23,275
Change-23,275 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 20,010
Change-20,010 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 18,490
Change-18,490 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 17,547
Change-17,547 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 16,113
Change-16,113 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 14,415
Change-14,415 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 14,286
Change-14,286 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,530
Change-13,530 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 13,228
Change-13,228 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,190
Change-13,190 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,821
Change-11,821 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 8,987
Change-8,987 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,157
Change-6,157 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,161
Change-5,161 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 690
Change-690 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 289
Change-289 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 144
Change-144 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 85
Change-85 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 57
Change-57 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 27
Change-27 (-100%)
Value—
Quarry LP
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Aberdeen Group plc
INCREASED5,211,9393,747,290+1,464,649+39%$50.2M$148.6M+$98.4M2026-11-06
Geode Capital Management, LLC
INCREASED1,878,8951,822,445+56,450+3%$24.4M$30.6M+$6.2M2026-11-06
Dimensional Fund Advisors LP
DECREASED1,233,5841,496,983-263,399-18%$20.1M$20.1M+$20.5K2026-11-04
State of Michigan Retirement System
UNCHANGED493,798493,79800%$6.6M$8.0M+$1.4M2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED338,989417,488-78,499-19%$5.6M$5.5M-$75.6K2026-10-29
Howland Capital Management LLC
DECREASED327,388555,641-228,253-41%$7.4M$5.3M-$2.1M2026-10-22
Perkins Capital Management Inc
DECREASED230,000239,000-9,000-4%$3.2M$3.7M+$541.8K2026-11-02
Bank of New York Mellon Corp
DECREASED186,989189,065-2,076-1%$2.5M$3.0M+$510.7K2026-11-05
Williams Jones Wealth Management, Llc.
UNCHANGED134,072134,07200%$1.8M$2.2M+$386.1K2026-11-05
LPL Financial LLC
DECREASED125,883132,602-6,719-5%$1.8M$2.0M+$272.5K2026-11-06
Deutsche Bank Ag\
DECREASED64,65266,188-1,536-2%$886.9K$1.1M+$165.6K2026-11-06
AlphaCentric Advisors LLC
DECREASED55,85478,924-23,070-29%$1.1M$909.3K-$148.3K2026-11-03
Natixis
NEW55,200—+55,200——$898.7K—2026-11-06
Green Alpha Advisors, LLC
DECREASED53,64567,467-13,822-20%$904.1K$873.3K-$30.7K2026-10-08
Y-Intercept (Hong Kong) Ltd
NEW48,127—+48,127——$783.5K—2026-10-16
Citigroup Inc
DECREASED46,64392,708-46,065-50%$1.2M$759.3K-$482.9K2026-11-04
ProShare Advisors LLC
INCREASED40,21312,316+27,897+227%$165.0K$654.7K+$489.6K2026-10-29
Barclays PLC
DECREASED37,89253,437-15,545-29%$716.1K$616.9K-$99.2K2026-11-06
Strs Ohio
INCREASED33,70023,700+10,000+42%$317.6K$548.6K+$231.1K2026-10-30
Russell Investments Group, Ltd.
DECREASED31,124126,670-95,546-75%$1.7M$506.7K-$1.2M2026-11-06
Caitong International Asset Management Co., Ltd
INCREASED26,24319,610+6,633+34%$262.8K$427.2K+$164.5K2026-10-29
Creative Planning
INCREASED25,49415,069+10,425+69%$201.9K$415.0K+$213.1K2026-11-02
China Universal Asset Management Co., Ltd.
INCREASED19,48716,666+2,821+17%$223.3K$318.6K+$95.3K2026-10-28
Arizona State Retirement System
DECREASED15,78218,766-2,984-16%$251.5K$256.9K+$5.5K2026-11-03
StoneX Group Inc.
NEW11,375—+11,375——$164.5K—2026-11-03
Penobscot Investment Management Company, Inc.
NEW11,189—+11,189——$182.2K—2026-10-26
Fortitude Family Office, LLC
NEW10,049—+10,049——$163.6K—2026-10-14
US Bancorp \de\
DECREASED9,25610,958-1,702-16%$146.8K$150.7K+$3.9K2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED5,4584,684+774+17%$62.8K$88.9K+$26.1K2026-11-03
GF Fund Management Co. Ltd.
INCREASED2,4102,214+196+9%$29.7K$39.2K+$9.6K2026-10-26
Nisa Investment Advisors, LLC
INCREASED2,1102,100+10+0%$28.1K$34.4K+$6.2K2026-10-20
Summit Securities Group LLC
NEW1,760—+1,760——$28.7K—2026-11-05
Farther Finance Advisors, LLC
INCREASED1,5171,300+217+17%$17.4K$24.7K+$7.3K2026-10-08
Sterling Capital Management LLC
INCREASED1,4111,367+44+3%$18.3K$23.0K+$4.7K2026-10-22
PNC Financial Services Group, Inc.
INCREASED891793+98+12%$10.6K$14.5K+$3.9K2026-11-06
Gamma Investing LLC
INCREASED535371+164+44%$5.0K$8.7K+$3.7K2026-10-08
Physician Wealth Advisors, Inc.
UNCHANGED43743700%$5.9K$7.1K+$1.3K2026-10-20
Allworth Financial LP
INCREASED199193+6+3%$2.6K$2.7K+$802026-11-06
EverSource Wealth Advisors, LLC
INCREASED189170+19+11%$2.3K$3.1K+$7992026-11-04
Signaturefd, LLC
NEW187—+187——$3.0K—2026-10-23
Parkside Financial Bank & Trust
NEW109—+109——$1.8K—2026-10-27
Bell Investment Advisors, Inc
NEW37—+37——$603—2026-10-29
Ascentis Wealth Management, LLC
NEW37—+37——$602—2026-11-03
SBI Securities Co., Ltd.
INCREASED2313+10+77%$174$374+$2002026-10-22
Covestor Ltd
NEW19—+19——$0—2026-10-30
Essential Partners LLC
NEW14—+14——$228—2026-10-14
Root Financial Partners, LLC
NEW8—+8——$130—2026-10-21
IFP Advisors, Inc
NEW6—+6——$98—2026-10-16
Provenance Wealth Advisors, LLC
NEW4—+4——$65—2026-10-30
Clearstead Advisors, LLC
DECREASED37-4-57%$94$49-$452026-11-06
Hughes Financial Services, LLC
NEW2—+2——$32—2026-10-30
Monetary Solutions, Ltd
NEW2—+2——$33—2026-10-22
SJS Investment Consulting Inc.
NEW2—+2——$33—2026-10-26
Aigh Capital Management LLC
CLOSED01,715,000-1,715,000-100%$23.0M$0-$23.0M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED0339,733-339,733-100%$4.6M$0-$4.6M2026-11-03
Wellington Shields & Co., LLC
CLOSED0292,489-292,489-100%$3.9M$0-$3.9M2026-11-03
Kercheville Advisors, LLC
CLOSED093,800-93,800-100%$1.3M$0-$1.3M2026-10-19
Udine Wealth Management, Inc.
CLOSED050,030-50,030-100%$2.9M$0-$2.9M2026-10-23
AlpInvest Partners B.V.
CLOSED037,703-37,703-100%$505.2K$0-$505.2K2026-11-06
J. Safra Sarasin Holding AG
CLOSED010,047-10,047-100%$134.7K$0-$134.7K2026-10-26
Merck & Co., Inc.
N/A—14,044,943-14,044,943-100%$188.2M———
ARK Investment Management LLC
N/A—8,271,339-8,271,339-100%$110.8M———
BlackRock, Inc.
N/A—7,082,491-7,082,491-100%$94.9M———
Lightspeed Management Company, L.L.C.
N/A—6,101,850-6,101,850-100%$81.8M———
Ameriprise Financial Inc
N/A—6,086,315-6,086,315-100%$81.6M———
Deep Track Capital, LP
N/A—4,000,000-4,000,000-100%$53.6M———
Vanguard Capital Management LLC
N/A—3,010,150-3,010,150-100%$40.3M———
Casdin Capital, LLC
N/A—2,550,000-2,550,000-100%$34.2M———
Kennedy Capital Management LLC
N/A—2,364,282-2,364,282-100%$31.7M———
Bank of America Corp
N/A—1,820,541-1,820,541-100%$24.4M———
Blue Water Life Science Advisors, LP
N/A—1,676,300-1,676,300-100%$22.5M———
State Street Corp
N/A—1,487,077-1,487,077-100%$19.9M———
Morgan Stanley
N/A—1,270,946-1,270,946-100%$17.0M———
Goldman Sachs Group Inc
N/A—931,031-931,031-100%$12.5M———
HRT Financial LP
N/A—930,816-930,816-100%$12.5M———
Nuveen, LLC
N/A—753,004-753,004-100%$10.1M———
Jane Street Group, LLC
N/A—738,241-738,241-100%$9.9M———
Vanguard Portfolio Management LLC
N/A—659,834-659,834-100%$8.8M———
Northern Trust Corp
N/A—632,803-632,803-100%$8.5M———
Trexquant Investment LP
N/A—600,216-600,216-100%$8.0M———
Vanguard Fiduciary Trust Co
N/A—453,257-453,257-100%$6.1M———
Millennium Management LLC
N/A—450,160-450,160-100%$6.0M———
Amova Asset Management Americas, Inc.
N/A—417,488-417,488-100%$5.6M———
BNP Paribas Financial Markets
N/A—364,764-364,764-100%$4.9M———
IQ EQ Fund Management (Ireland) Ltd
N/A—351,741-351,741-100%$4.7M———
Militia Capital Management LLC
N/A—291,881-291,881-100%$3.9M———
Gilder Gagnon Howe & Co LLC
N/A—278,490-278,490-100%$3.7M———
Tudor Investment Corp ET AL
N/A—274,321-274,321-100%$3.7M———
Stempoint Capital LP
N/A—247,783-247,783-100%$3.3M———
Bruce & Co., Inc.
N/A—233,000-233,000-100%$3.1M———
First Manhattan Co. Llc.
N/A—230,600-230,600-100%$3.1M———
Charles Schwab Investment Management Inc
N/A—209,320-209,320-100%$2.8M———
Fred Alger Management, LLC
N/A—165,579-165,579-100%$2.2M———
UBS Group AG
N/A—164,761-164,761-100%$2.2M———
Price T Rowe Associates Inc
N/A—158,838-158,838-100%$2.1M———
Nano Cap New Millennium Growth Fund L P
N/A—157,500-157,500-100%$2.1M———
Citadel Advisors LLC
N/A—144,998-144,998-100%$1.9M———
Swiss National Bank
N/A—136,500-136,500-100%$1.8M———
Jump Financial, LLC
N/A—130,294-130,294-100%$1.7M———
Susquehanna Portfolio Strategies, LLC
N/A—121,299-121,299-100%$1.6M———
Engineers Gate Manager LP
N/A—115,842-115,842-100%$1.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—105,225-105,225-100%$1.4M———
Janney Montgomery Scott LLC
N/A—105,001-105,001-100%$1.4M———
American Century Companies Inc
N/A—100,094-100,094-100%$1.3M———
Brevan Howard Capital Management LP
N/A—99,542-99,542-100%$1.3M———
UBS Asset Management Americas LLC
N/A—87,068-87,068-100%$1.2M———
Susquehanna International Group, LLP
N/A—86,982-86,982-100%$1.2M———
Rhumbline Advisers
N/A—86,321-86,321-100%$1.2M———
Tidal Investments LLC
N/A—85,504-85,504-100%$1.1M———
Invesco Ltd.
N/A—83,368-83,368-100%$1.1M———
California State Teachers Retirement System
N/A—75,266-75,266-100%$1.0M———
Alliancebernstein L.P.
N/A—73,700-73,700-100%$469.5K———
Wells Fargo & Company
N/A—66,775-66,775-100%$894.8K———
Royal Bank of Canada
N/A—63,947-63,947-100%$857.0K———
XTX Topco Ltd
N/A—59,143-59,143-100%$792.5K———
Two Sigma Investments, LP
N/A—57,258-57,258-100%$767.3K———
Vanguard Asset Management, Ltd
N/A—56,427-56,427-100%$756.1K———
SEI Investments Co
N/A—52,033-52,033-100%$697.2K———
Cerity Partners LLC
N/A—49,264-49,264-100%$660.1K———
ExodusPoint Capital Management, LP
N/A—49,256-49,256-100%$660.0K———
Schonfeld Strategic Advisors LLC
N/A—48,989-48,989-100%$656.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—47,022-47,022-100%$630.1K———
GSA Capital Partners LLP
N/A—43,244-43,244-100%$579.0K———
JPMorgan Chase & Co
N/A—42,569-42,569-100%$585.3K———
Qube Research & Technologies Ltd
N/A—40,842-40,842-100%$547.3K———
Atom Investors LP
N/A—40,763-40,763-100%$546.2K———
MetLife Investment Management, LLC
N/A—39,769-39,769-100%$532.9K———
Pathstone Holdings, LLC
N/A—39,015-39,015-100%$519.8K———
Dynamic Technology Lab Private Ltd
N/A—38,394-38,394-100%$514.0K———
Winton Group Ltd
N/A—37,013-37,013-100%$496.0K———
Legal & General Group Plc
N/A—36,419-36,419-100%$488.0K———
Entropy Technologies, LP
N/A—30,420-30,420-100%$407.6K———
Jupiter Topco LLC
N/A—30,200-30,200-100%$404.5K———
Vanguard Global Advisers, LLC
N/A—28,015-28,015-100%$375.4K———
IEQ Capital, LLC
N/A—27,327-27,327-100%$366.2K———
Marshall Wace, LLP
N/A—26,730-26,730-100%$358.2K———
Voleon Capital Management LP
N/A—26,502-26,502-100%$355.1K———
Captrust Financial Advisors
N/A—25,591-25,591-100%$342.9K———
Squarepoint Ops LLC
N/A—23,808-23,808-100%$319.0K———
New York State Common Retirement Fund
N/A—23,800-23,800-100%$318.9K———
KLP Kapitalforvaltning AS
N/A—23,400-23,400-100%$313.6K———
Alamea Verwaltungs GmbH
N/A—23,275-23,275-100%$311.9K———
Police & Firemen's Retirement System of New Jersey
N/A—20,010-20,010-100%$268.1K———
Manufacturers Life Insurance Company, the
N/A—18,490-18,490-100%$247.8K———
Quadrature Capital Ltd
N/A—18,199-18,199-100%$243.9K———
Focus Partners Wealth
N/A—17,972-17,972-100%$240.8K———
Guggenheim Capital LLC
N/A—17,547-17,547-100%$235.1K———
Vanguard Investments Australia, Ltd.
N/A—16,113-16,113-100%$215.9K———
Adar1 Capital Management, LLC
N/A—15,000-15,000-100%$201.0K———
Jasper Ridge Partners, L.P.
N/A—14,415-14,415-100%$193.2K———
Raymond James Financial Inc
N/A—14,330-14,330-100%$192.0K———
FOX RUN Management, L.L.C.
N/A—14,286-14,286-100%$191.4K———
DRW Securities, LLC
N/A—13,530-13,530-100%$181.3K———
Osaic Holdings, Inc.
N/A—13,395-13,395-100%$179.5K———
Intech Investment Management LLC
N/A—13,228-13,228-100%$177.3K———
Voya Investment Management LLC
N/A—13,190-13,190-100%$176.7K———
AQR Capital Management LLC
N/A—11,821-11,821-100%$158.4K———
Prudential Financial Inc
N/A—11,190-11,190-100%$149.9K———
Canada Life Assurance Co
N/A—8,987-8,987-100%$120.0K———
SG Americas Securities, LLC
N/A—8,800-8,800-100%$118.0K———
Ameritas Investment Partners, Inc.
N/A—6,157-6,157-100%$82.5K———
Quantbot Technologies LP
N/A—5,161-5,161-100%$69.2K———
Steward Partners Investment Advisory, LLC
N/A—4,393-4,393-100%$58.9K———
FMR LLC
N/A—4,080-4,080-100%$54.7K———
Tower Research Capital LLC (TRC)
N/A—2,832-2,832-100%$37.9K———
BNP Paribas Asset Management Holding S.A.
N/A—1,367-1,367-100%$18.3K———
Ancora Advisors LLCA
N/A—690-690-100%$9.2K———
Jones Financial Companies Lllp
N/A—289-289-100%$3.8K———
BFC Planning, Inc.
N/A—200-200-100%$2.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—200-200-100%$2.7K———
Huntington National Bank
N/A—144-144-100%$1.9K———
Keating Financial Advisory Services, Inc.
N/A—101-101-100%$1.4K———
National Bank of Canada
N/A—85-85-100%$1.1K———
Harbour Investments, Inc.
N/A—73-73-100%$975———
Rothschild Investment LLC
N/A—70-70-100%$938———
C M Bidwell & Associates LTD
N/A—57-57-100%$764———
Arax Advisory Partners
N/A—27-27-100%$362———
Quarry LP
N/A—19-19-100%$255———
Showing 178 of 178 institutions