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Poet Technologies Inc (POET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Imc-Chicago, LLC
DECREASED
Shares1,943,249 from 2,705,352
Change-762,103 (-28%)
Value$14.5M (-$13.3M)
Filed 2026-11-05
Fund Resources Investment Holding Group Co Ltd
NEW
Shares777,831
Change+777,831
Value$5.8M
Filed 2026-11-03
Palisades Investment Partners, LLC
INCREASED
Shares400,993 from 347,540
Change+53,453 (+15%)
Value$3.0M (-$587.4K)
Filed 2026-11-03
Paragon Capital Management Ltd
UNCHANGED
Shares371,220 from 371,220
Change0 (0%)
Value$2.8M (-$1.0M)
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares342,129 from 276,374
Change+65,755 (+24%)
Value$2.6M (-$282.0K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares282,303 from 306,169
Change-23,866 (-8%)
Value$2.1M (-$1.0M)
Filed 2026-11-06
Tuttle Capital Management, LLC
DECREASED
Shares272,664 from 280,644
Change-7,980 (-3%)
Value$2.0M (-$845.5K)
Filed 2026-10-21
Barclays PLC
INCREASED
Shares181,782 from 41,682
Change+140,100 (+336%)
Value$1.4M (+$931.2K)
Filed 2026-11-06
SevenBridge Financial Group, LLC
UNCHANGED
Shares68,375 from 68,375
Change0 (0%)
Value$380.2K (-$229.1K)
Filed 2026-10-26
Woodstock Corp
UNCHANGED
Shares67,900 from 67,900
Change0 (0%)
Value$507.9K (-$190.1K)
Filed 2026-10-13
Geode Capital Management, LLC
UNCHANGED
Shares57,806 from 57,806
Change0 (0%)
Value$432.4K (-$161.9K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
DECREASED
Shares55,893 from 118,794
Change-62,901 (-53%)
Value$418.1K (-$803.1K)
Filed 2026-10-29
Daiwa Securities Group Inc.
DECREASED
Shares53,100 from 67,900
Change-14,800 (-22%)
Value$397.2K (-$300.8K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares47,874 from 41,977
Change+5,897 (+14%)
Value$358.1K (-$73.4K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares33,178 from 34,178
Change-1,000 (-3%)
Value$248.2K (-$103.2K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
NEW
Shares17,204
Change+17,204
Value$128.7K
Filed 2026-10-13
Strong Retirement Solutions LLC
NEW
Shares17,204
Change+17,204
Value$128.7K
Filed 2026-10-07
Commonwealth Equity Services, LLC
INCREASED
Shares17,189 from 12,922
Change+4,267 (+33%)
Value$128.6K (-$4.3K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares13,191 from 19,927
Change-6,736 (-34%)
Value$98.7K (-$106.2K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
NEW
Shares12,433
Change+12,433
Value$93.0K
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares11,390 from 15,679
Change-4,289 (-27%)
Value$87.3K (-$65.0K)
Filed 2026-10-16
Philadelphia Trust Co
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$84 (-$115.9K)
Filed 2026-11-05
Savant Capital, LLC
NEW
Shares11,061
Change+11,061
Value$82.7K
Filed 2026-11-06
Hidden Cove Wealth Management, LLC
NEW
Shares10,485
Change+10,485
Value$78.4K
Filed 2026-10-19
Vise Technologies, Inc.
NEW
Shares10,177
Change+10,177
Value$76.1K
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares9,955 from 9,577
Change+378 (+4%)
Value$74.5K (-$24.0K)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares8,000 from 2,500
Change+5,500 (+220%)
Value$59.8K (+$34.1K)
Filed 2026-10-08
HUB Investment Partners, LLC
DECREASED
Shares6,536 from 28,030
Change-21,494 (-77%)
Value$48.9K (-$239.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares6,224 from 7,117
Change-893 (-13%)
Value$46.6K (-$26.6K)
Filed 2026-10-08
Blue Trust, Inc.
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$36.5K (-$13.7K)
Filed 2026-10-15
Leonteq Securities AG
DECREASED
Shares3,000 from 12,152
Change-9,152 (-75%)
Value$22.4K (-$102.5K)
Filed 2026-10-29
FNY Investment Advisers, LLC
INCREASED
Shares2,542 from 1,990
Change+552 (+28%)
Value$19 (-$1)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares2,100
Change+2,100
Value$15.7K
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$14.8K ($0)
Filed 2026-11-06
Stone House Investment Management, LLC
INCREASED
Shares1,427 from 1,125
Change+302 (+27%)
Value$10.7K (-$891)
Filed 2026-10-23
Valley National Advisers Inc
INCREASED
Shares1,000 from 50
Change+950 (+1900%)
Value$7.5K (+$7.0K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$7.5K (-$2.8K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
DECREASED
Shares975 from 1,050
Change-75 (-7%)
Value$7.3K (-$3.5K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares801
Change+801
Value$6.0K
Filed 2026-10-14
Avion Wealth
DECREASED
Shares500 from 1,900
Change-1,400 (-74%)
Value$3 (-$16)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.7K (-$1.4K)
Filed 2026-10-28
MTM Investment Management, LLC
NEW
Shares350
Change+350
Value$2.6K
Filed 2026-10-30
Bangor Savings Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$2.6K (-$980)
Filed 2026-10-06
Parkside Financial Bank & Trust
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$748 (-$280)
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$704 (-$263)
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$561 (-$210)
Filed 2026-10-30
Bell Investment Advisors, Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$532 (-$198)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
NEW
Shares66
Change+66
Value$494
Filed 2026-11-05
PNC Financial Services Group, Inc.
NEW
Shares50
Change+50
Value$374
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW
Shares24
Change+24
Value$180
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
NEW
Shares15
Change+15
Value$112
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$37 (-$14)
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares3 from 18
Change-15 (-83%)
Value$22 (-$163)
Filed 2026-10-08
Maytree Asset Management Ltd
CLOSED
Shares0 from 271,237
Change-271,237 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
Funde Sino Life Insurance Co Ltd
CLOSED
Shares0 from 200,751
Change-200,751 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Apeiron Capital Ltd
CLOSED
Shares0 from 142,000
Change-142,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
Capstone Capital Management Ltd
CLOSED
Shares0 from 105,694
Change-105,694 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 100,591
Change-100,591 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Teza Capital Management LLC
CLOSED
Shares0 from 33,949
Change-33,949 (-100%)
Value$0 (-$349.0K)
Filed 2026-10-23
IPG Investment Advisors LLC
CLOSED
Shares0 from 14,500
Change-14,500 (-100%)
Value$0 (-$149.1K)
Filed 2026-10-30
Diversify Wealth Management, LLC
CLOSED
Shares0 from 10,061
Change-10,061 (-100%)
Value$0 (-$71.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
CLOSED
Shares0 from 10,061
Change-10,061 (-100%)
Value$0 (-$71.3K)
Filed 2026-10-20
Archford Capital Strategies, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$102.8K)
Filed 2026-10-19
Creative Planning
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$30.8K)
Filed 2026-11-02
State of Wyoming
CLOSED
Shares0 from 2,923
Change-2,923 (-100%)
Value$0 (-$30.0K)
Filed 2026-10-28
Traynor Capital Management, Inc.
CLOSED
Shares0 from 1,796
Change-1,796 (-100%)
Value$0 (-$18.5K)
Filed 2026-10-29
Belvedere Trading LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-28
Assetmark, Inc
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$195)
Filed 2026-10-21
Golden State Wealth Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$195)
Filed 2026-11-02
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 3,860,024
Change-3,860,024 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,469,500
Change-3,469,500 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,308,672
Change-2,308,672 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,683,132
Change-1,683,132 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,642,105
Change-1,642,105 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,496,010
Change-1,496,010 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,360,271
Change-1,360,271 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,264,402
Change-1,264,402 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,066,398
Change-1,066,398 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 982,265
Change-982,265 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 800,477
Change-800,477 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 734,165
Change-734,165 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 665,850
Change-665,850 (-100%)
Value—
UBS Group AG
N/A
Shares— from 598,946
Change-598,946 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 540,000
Change-540,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 531,180
Change-531,180 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 464,407
Change-464,407 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 413,448
Change-413,448 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 345,453
Change-345,453 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 289,718
Change-289,718 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 272,806
Change-272,806 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 182,982
Change-182,982 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 161,888
Change-161,888 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 153,346
Change-153,346 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 149,444
Change-149,444 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 139,369
Change-139,369 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 126,864
Change-126,864 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 114,349
Change-114,349 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 97,909
Change-97,909 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 88,592
Change-88,592 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 87,330
Change-87,330 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 79,690
Change-79,690 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 72,590
Change-72,590 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 70,625
Change-70,625 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 69,966
Change-69,966 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 66,353
Change-66,353 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 63,166
Change-63,166 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 61,677
Change-61,677 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 56,776
Change-56,776 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 55,112
Change-55,112 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 54,052
Change-54,052 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48,689
Change-48,689 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 46,169
Change-46,169 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 45,882
Change-45,882 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,622
Change-44,622 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 43,458
Change-43,458 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 42,296
Change-42,296 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 38,063
Change-38,063 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,417
Change-36,417 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 35,709
Change-35,709 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 33,270
Change-33,270 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,130
Change-29,130 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 27,296
Change-27,296 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 26,815
Change-26,815 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,920
Change-23,920 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 23,264
Change-23,264 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,931
Change-20,931 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 20,757
Change-20,757 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 20,618
Change-20,618 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 18,010
Change-18,010 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 17,593
Change-17,593 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,472
Change-16,472 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 15,113
Change-15,113 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 12,528
Change-12,528 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 612
Change-612 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 608
Change-608 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 520
Change-520 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Yong Rong (HK) Asset Management Ltd
N/A
Shares— from 100
Change-100 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 94
Change-94 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 84
Change-84 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Imc-Chicago, LLC
DECREASED1,943,2492,705,352-762,103-28%$27.8M$14.5M-$13.3M2026-11-05
Fund Resources Investment Holding Group Co Ltd
NEW777,831—+777,831——$5.8M—2026-11-03
Palisades Investment Partners, LLC
INCREASED400,993347,540+53,453+15%$3.6M$3.0M-$587.4K2026-11-03
Paragon Capital Management Ltd
UNCHANGED371,220371,22000%$3.8M$2.8M-$1.0M2026-10-09
Citigroup Inc
INCREASED342,129276,374+65,755+24%$2.8M$2.6M-$282.0K2026-11-04
LPL Financial LLC
DECREASED282,303306,169-23,866-8%$3.1M$2.1M-$1.0M2026-11-06
Tuttle Capital Management, LLC
DECREASED272,664280,644-7,980-3%$2.9M$2.0M-$845.5K2026-10-21
Barclays PLC
INCREASED181,78241,682+140,100+336%$428.5K$1.4M+$931.2K2026-11-06
SevenBridge Financial Group, LLC
UNCHANGED68,37568,37500%$609.2K$380.2K-$229.1K2026-10-26
Woodstock Corp
UNCHANGED67,90067,90000%$698.0K$507.9K-$190.1K2026-10-13
Geode Capital Management, LLC
UNCHANGED57,80657,80600%$594.2K$432.4K-$161.9K2026-11-06
Caitong International Asset Management Co., Ltd
DECREASED55,893118,794-62,901-53%$1.2M$418.1K-$803.1K2026-10-29
Daiwa Securities Group Inc.
DECREASED53,10067,900-14,800-22%$698.0K$397.2K-$300.8K2026-10-29
SBI Securities Co., Ltd.
INCREASED47,87441,977+5,897+14%$431.5K$358.1K-$73.4K2026-10-22
US Bancorp \de\
DECREASED33,17834,178-1,000-3%$351.4K$248.2K-$103.2K2026-11-05
Signal Advisors Wealth, LLC
NEW17,204—+17,204——$128.7K—2026-10-13
Strong Retirement Solutions LLC
NEW17,204—+17,204——$128.7K—2026-10-07
Commonwealth Equity Services, LLC
INCREASED17,18912,922+4,267+33%$132.8K$128.6K-$4.3K2026-11-02
Kestra Advisory Services, LLC
DECREASED13,19119,927-6,736-34%$204.9K$98.7K-$106.2K2026-11-02
Clear Creek Financial Management, LLC
NEW12,433—+12,433——$93.0K—2026-10-28
TD Waterhouse Canada Inc.
DECREASED11,39015,679-4,289-27%$152.3K$87.3K-$65.0K2026-10-16
Philadelphia Trust Co
UNCHANGED11,25011,25000%$116.0K$84-$115.9K2026-11-05
Savant Capital, LLC
NEW11,061—+11,061——$82.7K—2026-11-06
Hidden Cove Wealth Management, LLC
NEW10,485—+10,485——$78.4K—2026-10-19
Vise Technologies, Inc.
NEW10,177—+10,177——$76.1K—2026-10-29
Larson Financial Group LLC
INCREASED9,9559,577+378+4%$98.5K$74.5K-$24.0K2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED8,0002,500+5,500+220%$25.7K$59.8K+$34.1K2026-10-08
HUB Investment Partners, LLC
DECREASED6,53628,030-21,494-77%$288.1K$48.9K-$239.3K2026-11-03
Farther Finance Advisors, LLC
DECREASED6,2247,117-893-13%$73.2K$46.6K-$26.6K2026-10-08
Blue Trust, Inc.
UNCHANGED4,8854,88500%$50.2K$36.5K-$13.7K2026-10-15
Leonteq Securities AG
DECREASED3,00012,152-9,152-75%$124.9K$22.4K-$102.5K2026-10-29
FNY Investment Advisers, LLC
INCREASED2,5421,990+552+28%$20$19-$12026-10-16
Root Financial Partners, LLC
NEW2,100—+2,100——$15.7K—2026-10-21
Allworth Financial LP
UNCHANGED1,4371,43700%$14.8K$14.8K$02026-11-06
Stone House Investment Management, LLC
INCREASED1,4271,125+302+27%$11.6K$10.7K-$8912026-10-23
Valley National Advisers Inc
INCREASED1,00050+950+1900%$514$7.5K+$7.0K2026-10-23
Main Street Group, LTD
UNCHANGED1,0001,00000%$10.3K$7.5K-$2.8K2026-10-28
Murphy & Mullick Capital Management Corp
DECREASED9751,050-75-7%$10.8K$7.3K-$3.5K2026-11-02
IFS Advisors, LLC
NEW801—+801——$6.0K—2026-10-14
Avion Wealth
DECREASED5001,900-1,400-74%$19$3-$162026-11-04
Cullen T Bankers, Inc.
UNCHANGED50050000%$5.1K$3.7K-$1.4K2026-10-28
MTM Investment Management, LLC
NEW350—+350——$2.6K—2026-10-30
Bangor Savings Bank
UNCHANGED35035000%$3.6K$2.6K-$9802026-10-06
Parkside Financial Bank & Trust
UNCHANGED10010000%$1.0K$748-$2802026-10-27
Abound Wealth Management
UNCHANGED949400%$967$704-$2632026-10-26
Fairway Wealth LLC
UNCHANGED757500%$771$561-$2102026-10-30
Bell Investment Advisors, Inc
UNCHANGED717100%$730$532-$1982026-10-29
Silver Grove Financial Group, Inc.
NEW66—+66——$494—2026-11-05
PNC Financial Services Group, Inc.
NEW50—+50——$374—2026-11-06
Pinnacle Wealth Planning Services, Inc.
NEW24—+24——$180—2026-10-27
Wilmington Savings Fund Society, FSB
NEW15—+15——$112—2026-10-23
Miller Global Investments, LLC
UNCHANGED5500%$51$37-$142026-10-02
CoreCap Advisors, LLC
DECREASED318-15-83%$185$22-$1632026-10-08
Maytree Asset Management Ltd
CLOSED0271,237-271,237-100%$2.8M$0-$2.8M2026-10-29
Funde Sino Life Insurance Co Ltd
CLOSED0200,751-200,751-100%$2.1M$0-$2.1M2026-11-03
Apeiron Capital Ltd
CLOSED0142,000-142,000-100%$1.5M$0-$1.5M2026-11-04
Capstone Capital Management Ltd
CLOSED0105,694-105,694-100%$1.1M$0-$1.1M2026-10-21
Counterpoint Mutual Funds LLC
CLOSED0100,591-100,591-100%$1.0M$0-$1.0M2026-10-16
Teza Capital Management LLC
CLOSED033,949-33,949-100%$349.0K$0-$349.0K2026-10-23
IPG Investment Advisors LLC
CLOSED014,500-14,500-100%$149.1K$0-$149.1K2026-10-30
Diversify Wealth Management, LLC
CLOSED010,061-10,061-100%$71.3K$0-$71.3K2026-10-20
Diversify Advisory Services, LLC
CLOSED010,061-10,061-100%$71.3K$0-$71.3K2026-10-20
Archford Capital Strategies, LLC
CLOSED010,000-10,000-100%$102.8K$0-$102.8K2026-10-19
Creative Planning
CLOSED03,000-3,000-100%$30.8K$0-$30.8K2026-11-02
State of Wyoming
CLOSED02,923-2,923-100%$30.0K$0-$30.0K2026-10-28
Traynor Capital Management, Inc.
CLOSED01,796-1,796-100%$18.5K$0-$18.5K2026-10-29
Belvedere Trading LLC
CLOSED0938-938-100%$9.6K$0-$9.6K2026-11-05
MCF Advisors LLC
CLOSED0100-100-100%$1.0K$0-$1.0K2026-10-28
Assetmark, Inc
CLOSED019-19-100%$195$0-$1952026-10-21
Golden State Wealth Management, LLC
CLOSED019-19-100%$195$0-$1952026-11-02
CloudAlpha Capital Management Limited Kong
N/A—3,860,024-3,860,024-100%$39.7M———
Renaissance Technologies LLC
N/A—3,469,500-3,469,500-100%$35.7M———
Goldman Sachs Group Inc
N/A—2,308,672-2,308,672-100%$23.7M———
Arrowstreet Capital, Limited Partnership
N/A—1,683,132-1,683,132-100%$17.3M———
Elequin Capital, LP
N/A—1,642,105-1,642,105-100%$16.9M———
National Bank of Canada
N/A—1,496,010-1,496,010-100%$15.4M———
Morgan Stanley
N/A—1,360,271-1,360,271-100%$14.0M———
Trexquant Investment LP
N/A—1,264,402-1,264,402-100%$13.0M———
Citadel Advisors LLC
N/A—1,066,398-1,066,398-100%$11.0M———
Clear Street Group Inc.
N/A—982,265-982,265-100%$10.1M———
Jane Street Group, LLC
N/A—800,477-800,477-100%$8.2M———
Nomura Holdings Inc
N/A—734,165-734,165-100%$7.5M———
Bank of Montreal
N/A—665,850-665,850-100%$6.8M———
UBS Group AG
N/A—598,946-598,946-100%$6.2M———
Tairen Capital Ltd
N/A—540,000-540,000-100%$5.6M———
Cantor Fitzgerald, L. P.
N/A—531,180-531,180-100%$5.5M———
Susquehanna International Group, LLP
N/A—464,407-464,407-100%$4.8M———
Federation des caisses Desjardins du Quebec
N/A—413,448-413,448-100%$4.3M———
Virtu Financial LLC
N/A—345,453-345,453-100%$3.6M———
XTX Topco Ltd
N/A—289,718-289,718-100%$3.0M———
HRT Financial LP
N/A—272,806-272,806-100%$2.8M———
Soviero Asset Management, LP
N/A—260,000-260,000-100%$2.7M———
Susquehanna Fundamental Investments, LLC
N/A—182,982-182,982-100%$1.9M———
Lazard Asset Management LLC
N/A—161,888-161,888-100%$1.7M———
Two Sigma Investments, LP
N/A—153,346-153,346-100%$1.6M———
Walleye Capital LLC
N/A—149,444-149,444-100%$1.5M———
Weiss Asset Management LP
N/A—139,369-139,369-100%$1.4M———
Marex Group Ltd
N/A—126,864-126,864-100%$1.3M———
New York State Common Retirement Fund
N/A—114,349-114,349-100%$1.2M———
Sculptor Capital LP
N/A—100,000-100,000-100%$1.0M———
Squarepoint Ops LLC
N/A—97,909-97,909-100%$1.0M———
Fora Capital, LLC
N/A—88,592-88,592-100%$911.6K———
Anatole Investment Management Ltd
N/A—87,330-87,330-100%$897.8K———
Feynman Point Asset Management LLC
N/A—86,000-86,000-100%$884.1K———
State Street Corp
N/A—79,690-79,690-100%$819.2K———
MML Investors Services, LLC
N/A—72,590-72,590-100%$746.2K———
Aptus Capital Advisors, LLC
N/A—70,625-70,625-100%$726.0K———
Himension Capital (Singapore) Pte. Ltd.
N/A—69,966-69,966-100%$719.3K———
Capital Fund Management S.A.
N/A—66,353-66,353-100%$682.1K———
Scientech Research LLC
N/A—63,166-63,166-100%$649.3K———
Wells Fargo & Company
N/A—61,677-61,677-100%$634.0K———
Headlands Technologies LLC
N/A—56,776-56,776-100%$583.7K———
Captrust Financial Advisors
N/A—55,112-55,112-100%$566.6K———
Belpointe Asset Management LLC
N/A—54,052-54,052-100%$555.7K———
Keebeck Wealth Management
N/A—50,000-50,000-100%$514.0K———
Jones Financial Companies Lllp
N/A—48,689-48,689-100%$459.6K———
Raymond James Financial Inc
N/A—46,169-46,169-100%$474.6K———
Balyasny Asset Management L.P.
N/A—45,882-45,882-100%$471.7K———
Royal Bank of Canada
N/A—44,622-44,622-100%$458.0K———
Millennium Management LLC
N/A—43,458-43,458-100%$446.7K———
Moneta Group Investment Advisors LLC
N/A—42,296-42,296-100%$434.8K———
Winton Group Ltd
N/A—38,063-38,063-100%$391.3K———
Osaic Holdings, Inc.
N/A—36,417-36,417-100%$374.4K———
Northern Trust Corp
N/A—35,709-35,709-100%$367.1K———
Mercer Global Advisors Inc
N/A—33,270-33,270-100%$342.0K———
HSBC Holdings PLC
N/A—29,130-29,130-100%$293.6K———
GSA Capital Partners LLP
N/A—27,296-27,296-100%$281.0K———
SummitTX Capital, L.P.
N/A—26,815-26,815-100%$275.7K———
Klcm Advisors, Inc.
N/A—25,000-25,000-100%$257.0K———
Cetera Investment Advisers
N/A—23,920-23,920-100%$245.9K———
Flow Traders U.S. LLC
N/A—23,264-23,264-100%$239.0K———
CIBC World Market Inc.
N/A—20,931-20,931-100%$215.2K———
Private Advisor Group, LLC
N/A—20,757-20,757-100%$213.4K———
Centiva Capital, LP
N/A—20,618-20,618-100%$212.0K———
Cresset Asset Management, LLC
N/A—20,050-20,050-100%$206.1K———
Graham Capital Management, L.P.
N/A—20,000-20,000-100%$205.6K———
Sender Co & Partners, Inc.
N/A—18,010-18,010-100%$185.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—17,593-17,593-100%$180.9K———
Gotham Asset Management, LLC
N/A—16,472-16,472-100%$169.3K———
Black Maple Capital Management LP
N/A—16,000-16,000-100%$164.5K———
Rockefeller Capital Management L.P.
N/A—15,113-15,113-100%$155.4K———
Snowden Capital Advisors LLC
N/A—13,098-13,098-100%$134.6K———
Knightsbridge Asset Management, LLC
N/A—13,000-13,000-100%$133.6K———
Prelude Capital Management, LLC
N/A—12,528-12,528-100%$128.8K———
Oxford Asset Management LLP
N/A—11,940-11,940-100%$122.7K———
GTS Securities LLC
N/A—11,845-11,845-100%$121.8K———
Gladstone Institutional Advisory LLC
N/A—11,050-11,050-100%$113.6K———
SG Americas Securities, LLC
N/A—10,136-10,136-100%$104.0K———
Optimus Capital Advisors, LLC
N/A—10,000-10,000-100%$102.8K———
Aberdeen Wealth Management LLC
N/A—9,800-9,800-100%$100.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—9,559-9,559-100%$98.3K———
Steward Partners Investment Advisory, LLC
N/A—3,312-3,312-100%$34.0K———
Keating Financial Advisory Services, Inc.
N/A—3,000-3,000-100%$30.8K———
Aventura Private Wealth, LLC
N/A—2,228-2,228-100%$22.9K———
Caitlin John, LLC
N/A—2,100-2,100-100%$21.6K———
Global Retirement Partners, LLC
N/A—1,450-1,450-100%$14.9K———
Strategic Wealth Partners, Ltd.
N/A—900-900-100%$9.3K———
Harbour Investments, Inc.
N/A—900-900-100%$9.3K———
Ameriflex Group, Inc.
N/A—800-800-100%$8.2K———
JPMorgan Chase & Co
N/A—612-612-100%$6.0K———
Rhumbline Advisers
N/A—608-608-100%$6.2K———
Napier Financial, LLC
N/A—559-559-100%$5.7K———
Fiduciary Financial Advisors
N/A—520-520-100%$5.3K———
Truvestments Capital LLC
N/A—400-400-100%$4.1K———
Yong Rong (HK) Asset Management Ltd
N/A—100-100-100%$2.0K———
HM Payson & Co
N/A—94-94-100%$967———
Arax Advisory Partners
N/A—84-84-100%$864———
Hantz Financial Services, Inc.
N/A—25-25-100%$0———
Showing 168 of 168 institutions