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Porch Group Inc (PRCH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares2,538,626 from 2,621,360
Change-82,734 (-3%)
Value$42.3M (+$2.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,890,858 from 1,665,626
Change+225,232 (+14%)
Value$31.5M (+$6.5M)
Filed 2026-11-04
Zweig-DiMenna Associates LLC
INCREASED
Shares823,488 from 693,738
Change+129,750 (+19%)
Value$13.7M (+$3.3M)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares605,152 from 272,167
Change+332,985 (+122%)
Value$10.1M (+$6.0M)
Filed 2026-11-06
Moody National Bank Trust Division
DECREASED
Shares596,249 from 658,852
Change-62,603 (-9%)
Value$9.9M (+$24.4K)
Filed 2026-10-06
Thompson Siegel & Walmsley LLC
DECREASED
Shares580,655 from 637,185
Change-56,530 (-9%)
Value$9.7K (-$9.6M)
Filed 2026-11-05
Pembroke Management, LTD
INCREASED
Shares461,885 from 411,859
Change+50,026 (+12%)
Value$7.7M (+$1.5M)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares342,545 from 372,862
Change-30,317 (-8%)
Value$5.7M (+$99.0K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares292,177 from 409,715
Change-117,538 (-29%)
Value$4.9K (-$6.2M)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares275,226 from 274,216
Change+1,010 (+0%)
Value$4.6M (+$461.1K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares242,189 from 131,696
Change+110,493 (+84%)
Value$4.0M (+$2.1M)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares225,932 from 34,788
Change+191,144 (+549%)
Value$3.8M (+$3.2M)
Filed 2026-11-06
Viewpoint Capital Management LLC
UNCHANGED
Shares199,200 from 199,200
Change0 (0%)
Value$3.3M (+$322.7K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares118,675 from 116,674
Change+2,001 (+2%)
Value$2.0M (+$222.3K)
Filed 2026-10-16
Jefferies Financial Group Inc.
INCREASED
Shares113,448 from 27,054
Change+86,394 (+319%)
Value$1.9M (+$1.5M)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares104,106 from 108,238
Change-4,132 (-4%)
Value$1.7M (+$106.5K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares100,807 from 100,394
Change+413 (+0%)
Value$1.7M (+$169.5K)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares93,948 from 100,425
Change-6,477 (-6%)
Value$1.6M (+$54.8K)
Filed 2026-11-06
RAM Investment Partners, LLC
DECREASED
Shares67,440 from 80,940
Change-13,500 (-17%)
Value$1.1M (-$93.8K)
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares59,076 from 59,111
Change-35 (0%)
Value$984 (-$888.0K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares53,756 from 54,355
Change-599 (-1%)
Value$895.6K (+$78.1K)
Filed 2026-11-06
Integrity Alliance, Llc.
NEW
Shares43,943
Change+43,943
Value$732.1K
Filed 2026-10-29
State of Alaska, Department of Revenue
INCREASED
Shares40,723 from 38,742
Change+1,981 (+5%)
Value$678 (-$581.3K)
Filed 2026-10-15
Werba Rubin Papier Wealth Management
DECREASED
Shares39,150 from 53,709
Change-14,559 (-27%)
Value$652.2K (-$155.5K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares29,027 from 23,649
Change+5,378 (+23%)
Value$483.6K (+$127.9K)
Filed 2026-11-02
Arizona State Retirement System
INCREASED
Shares23,885 from 22,265
Change+1,620 (+7%)
Value$397.9K (+$63.1K)
Filed 2026-11-03
Calamos Advisors LLC
NEW
Shares22,706
Change+22,706
Value$378.3K
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,587 from 14,946
Change+3,641 (+24%)
Value$325.8K (+$103.9K)
Filed 2026-10-13
DekaBank Deutsche Girozentrale
NEW
Shares17,931
Change+17,931
Value$297
Filed 2026-10-27
Savant Capital, LLC
DECREASED
Shares16,899 from 25,046
Change-8,147 (-33%)
Value$281.5K (+$5.6K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
DECREASED
Shares16,120 from 43,123
Change-27,003 (-63%)
Value$285.8K (-$215.7K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares15,058 from 15,667
Change-609 (-4%)
Value$250.9K (+$15.2K)
Filed 2026-10-14
Pictet Asset Management Holding SA
INCREASED
Shares14,315 from 10,909
Change+3,406 (+31%)
Value$238.5K (+$74.4K)
Filed 2026-11-03
State of Wyoming
INCREASED
Shares13,279 from 4,239
Change+9,040 (+213%)
Value$221.2K (+$157.5K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares12,644 from 12,775
Change-131 (-1%)
Value$210.6K (+$18.5K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares12,503 from 11,725
Change+778 (+7%)
Value$208.3K (+$32.0K)
Filed 2026-10-08
Citigroup Inc
DECREASED
Shares10,848 from 48,027
Change-37,179 (-77%)
Value$180.7K (-$541.6K)
Filed 2026-11-04
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$176.6K (+$17.2K)
Filed 2026-11-06
KBC Group NV
NEW
Shares5,125
Change+5,125
Value$85
Filed 2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares3,775 from 3,775
Change0 (0%)
Value$62.9K (+$6.1K)
Filed 2026-10-20
Sterling Capital Management LLC
INCREASED
Shares2,088 from 1,799
Change+289 (+16%)
Value$34.8K (+$7.7K)
Filed 2026-10-22
Simplex Trading, LLC
DECREASED
Shares1,511 from 50,904
Change-49,393 (-97%)
Value$25.2K (-$740.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares1,380 from 13,703
Change-12,323 (-90%)
Value$23.0K (-$183.1K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares1,271 from 1,232
Change+39 (+3%)
Value$21.2K (+$2.6K)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares1,200 from 200
Change+1,000 (+500%)
Value$20.0K (+$17.0K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares1,133 from 394
Change+739 (+188%)
Value$18.9K (+$13.0K)
Filed 2026-11-05
Nykredit A/S
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$18.4K (+$1.8K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares677 from 675
Change+2 (+0%)
Value$10.2K (+$31)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares478 from 430
Change+48 (+11%)
Value$8.0K (+$1.5K)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$7.7K (+$746)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares335
Change+335
Value$5.6K
Filed 2026-11-03
Torren Management, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$3.8K (+$369)
Filed 2026-10-29
True Wealth Design, LLC
INCREASED
Shares216 from 214
Change+2 (+1%)
Value$3.6K (+$380)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares213 from 154
Change+59 (+38%)
Value$3.5K (+$1.2K)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares194 from 158
Change+36 (+23%)
Value$3.2K (+$856)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares176 from 70
Change+106 (+151%)
Value$2.9K (+$1.9K)
Filed 2026-10-02
MassMutual Private Wealth & Trust, FSB
NEW
Shares153
Change+153
Value$2.5K
Filed 2026-10-05
Parkside Financial Bank & Trust
INCREASED
Shares150 from 125
Change+25 (+20%)
Value$2.5K (+$618)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$2.4K (+$235)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares140 from 29
Change+111 (+383%)
Value$2.3K (+$1.9K)
Filed 2026-10-08
Fortitude Family Office, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$1.9K (+$189)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$1.9K (+$182)
Filed 2026-10-23
Bear Mountain Capital, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (+$375)
Filed 2026-11-04
SJS Investment Consulting Inc.
NEW
Shares89
Change+89
Value$1.5K
Filed 2026-10-26
Marquette Asset Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.1K (+$110)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares54 from 47
Change+7 (+15%)
Value$900 (+$193)
Filed 2026-11-05
Burk Holdings LLC
NEW
Shares47
Change+47
Value$783
Filed 2026-11-05
Assetmark, Inc
NEW
Shares32
Change+32
Value$533
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares27
Change+27
Value$449
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares13 from 2
Change+11 (+550%)
Value$217 (+$186)
Filed 2026-11-06
Hughes Financial Services, LLC
INCREASED
Shares6 from 1
Change+5 (+500%)
Value$125 (+$110)
Filed 2026-10-30
Natixis
CLOSED
Shares0 from 451,100
Change-451,100 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-06
Diversified Trust Co
CLOSED
Shares0 from 33,287
Change-33,287 (-100%)
Value$0 (-$500.6K)
Filed 2026-11-06
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 11,576
Change-11,576 (-100%)
Value$0 (-$174.1K)
Filed 2026-11-06
Fulcrum Asset Management LLP
CLOSED
Shares0 from 7,038
Change-7,038 (-100%)
Value$0 (-$102.8K)
Filed 2026-11-04
BankPlus Trust Department
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-06
Stone House Investment Management, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
Granahan Investment Management, LLC
N/A
Shares— from 12,393,660
Change-12,393,660 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,576,809
Change-8,576,809 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,289,385
Change-5,289,385 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,508,442
Change-4,508,442 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 4,381,990
Change-4,381,990 (-100%)
Value—
Park West Asset Management LLC
N/A
Shares— from 3,536,810
Change-3,536,810 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,222,042
Change-3,222,042 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,481,518
Change-2,481,518 (-100%)
Value—
Portolan Capital Management, LLC
N/A
Shares— from 2,456,451
Change-2,456,451 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,340,871
Change-2,340,871 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,145,989
Change-2,145,989 (-100%)
Value—
Divisadero Street Capital Management, LP
N/A
Shares— from 2,105,695
Change-2,105,695 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 1,547,453
Change-1,547,453 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,461,364
Change-1,461,364 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,423,495
Change-1,423,495 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,297,050
Change-1,297,050 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,184,434
Change-1,184,434 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,042,691
Change-1,042,691 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 976,320
Change-976,320 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 887,414
Change-887,414 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 867,794
Change-867,794 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 849,852
Change-849,852 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 840,000
Change-840,000 (-100%)
Value—
G2 Investment Partners Management LLC
N/A
Shares— from 736,046
Change-736,046 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 679,131
Change-679,131 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 671,313
Change-671,313 (-100%)
Value—
Beartown Capital Management, LLC
N/A
Shares— from 670,000
Change-670,000 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 668,624
Change-668,624 (-100%)
Value—
Ayal Capital Advisors Ltd
N/A
Shares— from 648,829
Change-648,829 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 641,306
Change-641,306 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 464,110
Change-464,110 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 379,048
Change-379,048 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 342,376
Change-342,376 (-100%)
Value—
Alpha Wave Global, LP
N/A
Shares— from 280,672
Change-280,672 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 254,685
Change-254,685 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 225,676
Change-225,676 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 209,336
Change-209,336 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 197,368
Change-197,368 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 195,426
Change-195,426 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 189,900
Change-189,900 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 189,603
Change-189,603 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 182,150
Change-182,150 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 176,773
Change-176,773 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 162,000
Change-162,000 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 144,406
Change-144,406 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 136,171
Change-136,171 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 131,020
Change-131,020 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 130,023
Change-130,023 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 127,680
Change-127,680 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 126,509
Change-126,509 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 125,021
Change-125,021 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 111,582
Change-111,582 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 110,640
Change-110,640 (-100%)
Value—
Veradace Capital Management LLC
N/A
Shares— from 105,421
Change-105,421 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 94,810
Change-94,810 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 90,319
Change-90,319 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 89,568
Change-89,568 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 89,024
Change-89,024 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 80,760
Change-80,760 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 80,472
Change-80,472 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 80,152
Change-80,152 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 70,562
Change-70,562 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 69,617
Change-69,617 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 67,288
Change-67,288 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 65,389
Change-65,389 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 65,372
Change-65,372 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,343
Change-60,343 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 60,081
Change-60,081 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 59,464
Change-59,464 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 57,491
Change-57,491 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 56,315
Change-56,315 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 50,303
Change-50,303 (-100%)
Value—
Potomac Capital Management, Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Boston Partners
N/A
Shares— from 47,175
Change-47,175 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 45,063
Change-45,063 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 44,925
Change-44,925 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 39,370
Change-39,370 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 37,380
Change-37,380 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 37,193
Change-37,193 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 33,955
Change-33,955 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 31,332
Change-31,332 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 30,809
Change-30,809 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 28,775
Change-28,775 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 26,889
Change-26,889 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 22,995
Change-22,995 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 20,933
Change-20,933 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 20,873
Change-20,873 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 20,738
Change-20,738 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 18,842
Change-18,842 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 18,669
Change-18,669 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 18,400
Change-18,400 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,920
Change-15,920 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,423
Change-14,423 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 14,024
Change-14,024 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,822
Change-13,822 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 13,411
Change-13,411 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,143
Change-13,143 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 12,719
Change-12,719 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,355
Change-12,355 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,785
Change-11,785 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 11,231
Change-11,231 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 10,823
Change-10,823 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 10,721
Change-10,721 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,641
Change-10,641 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 6,853
Change-6,853 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Quarry LP
N/A
Shares— from 137
Change-137 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED2,538,6262,621,360-82,734-3%$39.4M$42.3M+$2.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,890,8581,665,626+225,232+14%$25.0M$31.5M+$6.5M2026-11-04
Zweig-DiMenna Associates LLC
INCREASED823,488693,738+129,750+19%$10.4M$13.7M+$3.3M2026-11-06
Russell Investments Group, Ltd.
INCREASED605,152272,167+332,985+122%$4.1M$10.1M+$6.0M2026-11-06
Moody National Bank Trust Division
DECREASED596,249658,852-62,603-9%$9.9M$9.9M+$24.4K2026-10-06
Thompson Siegel & Walmsley LLC
DECREASED580,655637,185-56,530-9%$9.6M$9.7K-$9.6M2026-11-05
Pembroke Management, LTD
INCREASED461,885411,859+50,026+12%$6.2M$7.7M+$1.5M2026-10-21
Bank of New York Mellon Corp
DECREASED342,545372,862-30,317-8%$5.6M$5.7M+$99.0K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED292,177409,715-117,538-29%$6.2M$4.9K-$6.2M2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED275,226274,216+1,010+0%$4.1M$4.6M+$461.1K2026-10-27
Fifth Third Bancorp
INCREASED242,189131,696+110,493+84%$2.0M$4.0M+$2.1M2026-11-05
Barclays PLC
INCREASED225,93234,788+191,144+549%$523.2K$3.8M+$3.2M2026-11-06
Viewpoint Capital Management LLC
UNCHANGED199,200199,20000%$3.0M$3.3M+$322.7K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED118,675116,674+2,001+2%$1.8M$2.0M+$222.3K2026-10-16
Jefferies Financial Group Inc.
INCREASED113,44827,054+86,394+319%$406.9K$1.9M+$1.5M2026-11-05
D.A. Davidson & Co.
DECREASED104,106108,238-4,132-4%$1.6M$1.7M+$106.5K2026-10-28
Brighton Jones LLC
INCREASED100,807100,394+413+0%$1.5M$1.7M+$169.5K2026-11-03
Deutsche Bank Ag\
DECREASED93,948100,425-6,477-6%$1.5M$1.6M+$54.8K2026-11-06
RAM Investment Partners, LLC
DECREASED67,44080,940-13,500-17%$1.2M$1.1M-$93.8K2026-10-21
Covestor Ltd
DECREASED59,07659,111-350%$889.0K$984-$888.0K2026-10-30
LPL Financial LLC
DECREASED53,75654,355-599-1%$817.5K$895.6K+$78.1K2026-11-06
Integrity Alliance, Llc.
NEW43,943—+43,943——$732.1K—2026-10-29
State of Alaska, Department of Revenue
INCREASED40,72338,742+1,981+5%$582.0K$678-$581.3K2026-10-15
Werba Rubin Papier Wealth Management
DECREASED39,15053,709-14,559-27%$807.8K$652.2K-$155.5K2026-11-06
Creative Planning
INCREASED29,02723,649+5,378+23%$355.7K$483.6K+$127.9K2026-11-02
Arizona State Retirement System
INCREASED23,88522,265+1,620+7%$334.9K$397.9K+$63.1K2026-11-03
Calamos Advisors LLC
NEW22,706—+22,706——$378.3K—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED18,58714,946+3,641+24%$221.9K$325.8K+$103.9K2026-10-13
DekaBank Deutsche Girozentrale
NEW17,931—+17,931——$297—2026-10-27
Savant Capital, LLC
DECREASED16,89925,046-8,147-33%$275.9K$281.5K+$5.6K2026-11-06
Chicago Partners Investment Group LLC
DECREASED16,12043,123-27,003-63%$501.5K$285.8K-$215.7K2026-10-27
Meridian Investment Counsel Inc.
DECREASED15,05815,667-609-4%$235.6K$250.9K+$15.2K2026-10-14
Pictet Asset Management Holding SA
INCREASED14,31510,909+3,406+31%$164.1K$238.5K+$74.4K2026-11-03
State of Wyoming
INCREASED13,2794,239+9,040+213%$63.8K$221.2K+$157.5K2026-10-28
ProShare Advisors LLC
DECREASED12,64412,775-131-1%$192.1K$210.6K+$18.5K2026-10-29
Gamma Investing LLC
INCREASED12,50311,725+778+7%$176.3K$208.3K+$32.0K2026-10-08
Citigroup Inc
DECREASED10,84848,027-37,179-77%$722.3K$180.7K-$541.6K2026-11-04
Marble Harbor Investment Counsel, LLC
UNCHANGED10,60010,60000%$159.4K$176.6K+$17.2K2026-11-06
KBC Group NV
NEW5,125—+5,125——$85—2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED3,7753,77500%$56.8K$62.9K+$6.1K2026-10-20
Sterling Capital Management LLC
INCREASED2,0881,799+289+16%$27.1K$34.8K+$7.7K2026-10-22
Simplex Trading, LLC
DECREASED1,51150,904-49,393-97%$765.6K$25.2K-$740.4K2026-11-04
PNC Financial Services Group, Inc.
DECREASED1,38013,703-12,323-90%$206.1K$23.0K-$183.1K2026-11-06
Parallel Advisors, LLC
INCREASED1,2711,232+39+3%$18.5K$21.2K+$2.6K2026-11-03
Spire Wealth Management
INCREASED1,200200+1,000+500%$3.0K$20.0K+$17.0K2026-10-30
Larson Financial Group LLC
INCREASED1,133394+739+188%$5.9K$18.9K+$13.0K2026-11-05
Nykredit A/S
UNCHANGED1,1041,10400%$16.6K$18.4K+$1.8K2026-11-06
Allworth Financial LP
INCREASED677675+2+0%$10.2K$10.2K+$312026-11-06
EverSource Wealth Advisors, LLC
INCREASED478430+48+11%$6.5K$8.0K+$1.5K2026-11-04
SBI Securities Co., Ltd.
UNCHANGED46046000%$6.9K$7.7K+$7462026-10-22
Ascentis Independent Advisors
NEW335—+335——$5.6K—2026-11-03
Torren Management, LLC
UNCHANGED22822800%$3.4K$3.8K+$3692026-10-29
True Wealth Design, LLC
INCREASED216214+2+1%$3.2K$3.6K+$3802026-10-13
Private Trust Co NA
INCREASED213154+59+38%$2.3K$3.5K+$1.2K2026-10-20
US Bancorp \de\
INCREASED194158+36+23%$2.4K$3.2K+$8562026-11-05
Versant Capital Management, Inc
INCREASED17670+106+151%$1.1K$2.9K+$1.9K2026-10-02
MassMutual Private Wealth & Trust, FSB
NEW153—+153——$2.5K—2026-10-05
Parkside Financial Bank & Trust
INCREASED150125+25+20%$1.9K$2.5K+$6182026-10-27
Essential Partners LLC
UNCHANGED14514500%$2.2K$2.4K+$2352026-10-14
Farther Finance Advisors, LLC
INCREASED14029+111+383%$434$2.3K+$1.9K2026-10-08
Fortitude Family Office, LLC
UNCHANGED11711700%$1.8K$1.9K+$1892026-10-14
Signaturefd, LLC
UNCHANGED11211200%$1.7K$1.9K+$1822026-10-23
Bear Mountain Capital, Inc.
UNCHANGED10010000%$1.4K$1.8K+$3752026-11-04
SJS Investment Consulting Inc.
NEW89—+89——$1.5K—2026-10-26
Marquette Asset Management, LLC
UNCHANGED686800%$1.0K$1.1K+$1102026-10-09
Silver Grove Financial Group, Inc.
INCREASED5447+7+15%$707$900+$1932026-11-05
Burk Holdings LLC
NEW47—+47——$783—2026-11-05
Assetmark, Inc
NEW32—+32——$533—2026-10-21
Ascentis Wealth Management, LLC
NEW27—+27——$449—2026-11-03
Clearstead Advisors, LLC
INCREASED132+11+550%$31$217+$1862026-11-06
Hughes Financial Services, LLC
INCREASED61+5+500%$15$125+$1102026-10-30
Natixis
CLOSED0451,100-451,100-100%$6.8M$0-$6.8M2026-11-06
Diversified Trust Co
CLOSED033,287-33,287-100%$500.6K$0-$500.6K2026-11-06
Collaborative Capital Advisors LLC
CLOSED011,576-11,576-100%$174.1K$0-$174.1K2026-11-06
Fulcrum Asset Management LLP
CLOSED07,038-7,038-100%$102.8K$0-$102.8K2026-11-04
BankPlus Trust Department
CLOSED0100-100-100%$1.5K$0-$1.5K2026-11-06
Stone House Investment Management, LLC
CLOSED096-96-100%$1.4K$0-$1.4K2026-10-23
Granahan Investment Management, LLC
N/A—12,393,660-12,393,660-100%$186.4M———
BlackRock, Inc.
N/A—8,576,809-8,576,809-100%$129.0M———
D. E. Shaw & Co., Inc.
N/A—5,289,385-5,289,385-100%$79.6M———
Vanguard Capital Management LLC
N/A—4,508,442-4,508,442-100%$67.8M———
Gilder Gagnon Howe & Co LLC
N/A—4,381,990-4,381,990-100%$65.9M———
Park West Asset Management LLC
N/A—3,536,810-3,536,810-100%$53.2M———
Goldman Sachs Group Inc
N/A—3,222,042-3,222,042-100%$48.5M———
State Street Corp
N/A—2,481,518-2,481,518-100%$37.3M———
Portolan Capital Management, LLC
N/A—2,456,451-2,456,451-100%$36.9M———
Vanguard Portfolio Management LLC
N/A—2,340,871-2,340,871-100%$35.2M———
Driehaus Capital Management LLC
N/A—2,145,989-2,145,989-100%$32.3M———
Divisadero Street Capital Management, LP
N/A—2,105,695-2,105,695-100%$31.7M———
Frontier Capital Management Co LLC
N/A—1,547,453-1,547,453-100%$23.3M———
Jupiter Topco LLC
N/A—1,461,364-1,461,364-100%$22.0M———
UBS Group AG
N/A—1,423,495-1,423,495-100%$21.4M———
Wellington Management Group LLP
N/A—1,297,050-1,297,050-100%$19.5M———
FMR LLC
N/A—1,184,434-1,184,434-100%$17.8M———
Silvercrest Asset Management Group LLC
N/A—1,042,691-1,042,691-100%$15.7M———
Ashford Capital Management Inc
N/A—976,320-976,320-100%$14.7M———
JPMorgan Chase & Co
N/A—887,414-887,414-100%$13.0M———
Northern Trust Corp
N/A—867,794-867,794-100%$13.1M———
Charles Schwab Investment Management Inc
N/A—849,852-849,852-100%$12.8M———
Hurricane Capital Advisors LLC
N/A—840,000-840,000-100%$12.6M———
G2 Investment Partners Management LLC
N/A—736,046-736,046-100%$11.1M———
Vanguard Fiduciary Trust Co
N/A—679,131-679,131-100%$10.2M———
Invesco Ltd.
N/A—671,313-671,313-100%$10.1M———
Beartown Capital Management, LLC
N/A—670,000-670,000-100%$10.1M———
T. Rowe Price Investment Management, Inc.
N/A—668,624-668,624-100%$10.1M———
Ayal Capital Advisors Ltd
N/A—648,829-648,829-100%$9.8M———
Arrowstreet Capital, Limited Partnership
N/A—641,306-641,306-100%$9.6M———
ArrowMark Colorado Holdings LLC
N/A—464,110-464,110-100%$7.0M———
Josh Arnold Investment Consultant, LLC
N/A—379,048-379,048-100%$5.7M———
Globeflex Capital L P
N/A—342,376-342,376-100%$5.1M———
Alpha Wave Global, LP
N/A—280,672-280,672-100%$4.2M———
Two Sigma Investments, LP
N/A—254,685-254,685-100%$3.8M———
Nuveen, LLC
N/A—225,676-225,676-100%$3.4M———
AQR Capital Management LLC
N/A—209,336-209,336-100%$3.1M———
Boothbay Fund Management, LLC
N/A—197,368-197,368-100%$3.0M———
Morgan Stanley
N/A—195,426-195,426-100%$2.9M———
Panoramic Capital, LLC
N/A—189,900-189,900-100%$2.9M———
Susquehanna Fundamental Investments, LLC
N/A—189,603-189,603-100%$2.9M———
Wells Fargo & Company
N/A—182,150-182,150-100%$2.7M———
Bank of Montreal
N/A—176,773-176,773-100%$2.7M———
Swiss National Bank
N/A—162,000-162,000-100%$2.4M———
Diametric Capital, LP
N/A—150,000-150,000-100%$2.3M———
LOS Angeles Capital Management LLC
N/A—144,406-144,406-100%$2.2M———
Quantinno Capital Management LP
N/A—136,171-136,171-100%$2.0M———
Teachers Retirement System of the State of Kentucky
N/A—131,020-131,020-100%$2.0M———
GatePass Capital, LLC
N/A—130,023-130,023-100%$2.0M———
Bank of America Corp
N/A—127,680-127,680-100%$1.9M———
AE Wealth Management LLC
N/A—126,509-126,509-100%$1.9M———
Rhumbline Advisers
N/A—125,021-125,021-100%$1.9M———
Ironwood Investment Management LLC
N/A—111,582-111,582-100%$1.7M———
Panagora Asset Management Inc
N/A—110,640-110,640-100%$1.7M———
Veradace Capital Management LLC
N/A—105,421-105,421-100%$1.6M———
Alliancebernstein L.P.
N/A—94,810-94,810-100%$679.8K———
California State Teachers Retirement System
N/A—90,319-90,319-100%$1.4M———
UBS Asset Management Americas LLC
N/A—89,568-89,568-100%$1.3M———
Franklin Resources Inc
N/A—89,024-89,024-100%$1.3M———
Fuller & Thaler Asset Management, Inc.
N/A—80,760-80,760-100%$1.2M———
SG Americas Securities, LLC
N/A—80,472-80,472-100%$1.2M———
Price T Rowe Associates Inc
N/A—80,152-80,152-100%$1.2M———
Millennium Management LLC
N/A—70,562-70,562-100%$1.1M———
Jane Street Group, LLC
N/A—69,617-69,617-100%$1.0M———
Royal Bank of Canada
N/A—67,288-67,288-100%$1.0M———
Ares Systematic Credit Ltd
N/A—65,389-65,389-100%$983.5K———
Point72 Asset Management, L.P.
N/A—65,372-65,372-100%$983.2K———
Citadel Advisors LLC
N/A—60,343-60,343-100%$907.6K———
Legal & General Group Plc
N/A—60,081-60,081-100%$903.6K———
Vanguard Asset Management, Ltd
N/A—59,464-59,464-100%$894.3K———
MetLife Investment Management, LLC
N/A—57,491-57,491-100%$864.7K———
Emerald Mutual Fund Advisers Trust
N/A—56,315-56,315-100%$847.0K———
Manufacturers Life Insurance Company, the
N/A—50,303-50,303-100%$756.6K———
Potomac Capital Management, Inc.
N/A—50,000-50,000-100%$752.0K———
Boston Partners
N/A—47,175-47,175-100%$709.5K———
Centiva Capital, LP
N/A—45,063-45,063-100%$677.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—44,925-44,925-100%$675.7K———
HSBC Holdings PLC
N/A—39,370-39,370-100%$587.4K———
Vanguard Global Advisers, LLC
N/A—37,380-37,380-100%$562.2K———
Quantbot Technologies LP
N/A—37,193-37,193-100%$559.4K———
New York State Common Retirement Fund
N/A—34,300-34,300-100%$515.9K———
Caprock Group, LLC
N/A—33,955-33,955-100%$510.7K———
XTX Topco Ltd
N/A—31,332-31,332-100%$471.2K———
Balyasny Asset Management L.P.
N/A—30,809-30,809-100%$463.4K———
Police & Firemen's Retirement System of New Jersey
N/A—28,775-28,775-100%$432.8K———
Brevan Howard Capital Management LP
N/A—26,889-26,889-100%$404.4K———
Parallax Volatility Advisers, L.P.
N/A—25,000-25,000-100%$376.0K———
Vanguard Investments Australia, Ltd.
N/A—22,995-22,995-100%$345.8K———
Tudor Investment Corp ET AL
N/A—20,933-20,933-100%$314.8K———
Intech Investment Management LLC
N/A—20,873-20,873-100%$313.9K———
Jones Financial Companies Lllp
N/A—20,738-20,738-100%$288.1K———
Voya Investment Management LLC
N/A—18,842-18,842-100%$283.4K———
Prelude Capital Management, LLC
N/A—18,669-18,669-100%$280.8K———
KLP Kapitalforvaltning AS
N/A—18,400-18,400-100%$276.7K———
Prudential Financial Inc
N/A—15,920-15,920-100%$165.9K———
Jain Global LLC
N/A—15,676-15,676-100%$235.8K———
Susquehanna International Group, LLP
N/A—14,423-14,423-100%$216.9K———
Aquatic Capital Management LLC
N/A—14,024-14,024-100%$210.9K———
BNP Paribas Financial Markets
N/A—13,822-13,822-100%$207.9K———
Gotham Asset Management, LLC
N/A—13,730-13,730-100%$206.5K———
Marshall Wace, LLP
N/A—13,411-13,411-100%$201.7K———
NewEdge Advisors, LLC
N/A—13,143-13,143-100%$197.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—12,719-12,719-100%$191.3K———
Mercer Global Advisors Inc
N/A—12,355-12,355-100%$185.8K———
Canada Pension Plan Investment Board
N/A—11,900-11,900-100%$179.0K———
SEI Investments Co
N/A—11,797-11,797-100%$177.4K———
Pathstone Holdings, LLC
N/A—11,785-11,785-100%$177.2K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—11,231-11,231-100%$168.9K———
State of Wisconsin Investment Board
N/A—10,823-10,823-100%$162.8K———
FOX RUN Management, L.L.C.
N/A—10,721-10,721-100%$161.2K———
Vanguard Personalized Indexing Management, LLC
N/A—10,641-10,641-100%$160.0K———
Victory Capital Management Inc
N/A—10,068-10,068-100%$151.4K———
Blackhawk Capital Partners, LLC
N/A—10,000-10,000-100%$150.4K———
RIK Saylor Financial, Inc.
N/A—10,000-10,000-100%$150.4K———
Ameritas Investment Partners, Inc.
N/A—8,854-8,854-100%$133.2K———
Kemnay Advisory Services Inc.
N/A—8,543-8,543-100%$128.5K———
Walleye Capital LLC
N/A—7,342-7,342-100%$110.4K———
Persistent Asset Partners Ltd
N/A—6,853-6,853-100%$103.1K———
Group One Trading LLC
N/A—6,171-6,171-100%$92.8K———
Tower Research Capital LLC (TRC)
N/A—4,977-4,977-100%$74.9K———
Federated Hermes, Inc.
N/A—4,580-4,580-100%$68.9K———
Arax Advisory Partners
N/A—3,004-3,004-100%$45.2K———
Osbon Capital Management LLC
N/A—2,690-2,690-100%$40.5K———
Osaic Holdings, Inc.
N/A—1,624-1,624-100%$24.4K———
Rockefeller Capital Management L.P.
N/A—1,237-1,237-100%$18.6K———
BNP Paribas Asset Management Holding S.A.
N/A—1,119-1,119-100%$16.8K———
Optiver Holding B.V.
N/A—356-356-100%$5.4K———
Global Retirement Partners, LLC
N/A—228-228-100%$3.4K———
Smartleaf Asset Management LLC
N/A—223-223-100%$3.3K———
Rothschild Investment LLC
N/A—204-204-100%$3.1K———
Quarry LP
N/A—137-137-100%$2.1K———
Elequin Capital, LP
N/A—5-5-100%$75———
National Bank of Canada
N/A—4-4-100%$60———
Showing 210 of 210 institutions