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Portillo's Inc (PTLO)

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
Shares1,574,490 from 1,814,316
Change-239,826 (-13%)
Value$5.6M (-$3.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares777,319 from 397,885
Change+379,434 (+95%)
Value$2.7M (+$858.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares265,308 from 263,381
Change+1,927 (+1%)
Value$1.1M (-$24.8K)
Filed 2026-10-27
Imc-Chicago, LLC
INCREASED
Shares245,120 from 244,875
Change+245 (+0%)
Value$865.3K (-$295.4K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares206,156 from 196,366
Change+9,790 (+5%)
Value$727.7K (-$203.0K)
Filed 2026-11-05
Lakewood Asset Management LLC
INCREASED
Shares108,552 from 108,271
Change+281 (+0%)
Value$383.2K (-$130.0K)
Filed 2026-10-26
4Wealth Advisors, Inc.
DECREASED
Shares70,300 from 85,831
Change-15,531 (-18%)
Value$249.6K (-$158.1K)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares68,417 from 101,045
Change-32,628 (-32%)
Value$241.5K (-$237.4K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares57,392 from 65,667
Change-8,275 (-13%)
Value$202.6K (-$108.7K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares42,167 from 47,770
Change-5,603 (-12%)
Value$148.9K (-$77.6K)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares40,042 from 40,076
Change-34 (0%)
Value$141.3K (-$48.6K)
Filed 2026-11-05
Atria Investments, Inc
NEW
Shares39,897
Change+39,897
Value$140.8K
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares35,869 from 36,556
Change-687 (-2%)
Value$126.6K (-$46.7K)
Filed 2026-11-06
CenterStar Asset Management, LLC
INCREASED
Shares34,000 from 29,018
Change+4,982 (+17%)
Value$120.2K (-$16.9K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares28,888 from 40,058
Change-11,170 (-28%)
Value$112.7K (-$71.2K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares27,318 from 12,455
Change+14,863 (+119%)
Value$96.4K (+$33.9K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares27,214 from 10,277
Change+16,937 (+165%)
Value$96.1K (+$47.4K)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares23,802 from 35,758
Change-11,956 (-33%)
Value$84.0K (-$85.5K)
Filed 2026-11-04
Indivisible Partners
DECREASED
Shares20,000 from 20,197
Change-197 (-1%)
Value$70.6K (-$25.1K)
Filed 2026-10-26
Kestra Advisory Services, LLC
NEW
Shares19,188
Change+19,188
Value$67.7K
Filed 2026-11-02
Insight 2811, Inc.
INCREASED
Shares16,075 from 16,073
Change+2 (+0%)
Value$56.7K (-$19.4K)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$45.2K (-$15.5K)
Filed 2026-10-15
First National Bank Sioux Falls
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$35.3K (-$20.6K)
Filed 2026-10-13
American Capital Advisory, LLC
NEW
Shares8,000
Change+8,000
Value$28.2K
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares7,765 from 91,086
Change-83,321 (-91%)
Value$27.4K (-$404.3K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares3,829 from 3,829
Change0 (0%)
Value$18.2K ($0)
Filed 2026-11-06
Lanark Financial, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$11.6K (-$4.0K)
Filed 2026-10-26
Harbor Capital Advisors, Inc.
INCREASED
Shares2,887 from 703
Change+2,184 (+311%)
Value$10 (+$7)
Filed 2026-10-22
Daytona Street Capital LLC
NEW
Shares2,200
Change+2,200
Value$7.8K
Filed 2026-10-15
Spire Wealth Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$7.1K (-$2.4K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares1,721 from 452
Change+1,269 (+281%)
Value$6.1K (+$3.9K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares1,327 from 1,356
Change-29 (-2%)
Value$4.7K (-$1.7K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares1,055 from 1,823
Change-768 (-42%)
Value$3.7K (-$4.9K)
Filed 2026-10-08
West Paces Advisors Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$3.5K (-$1.2K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares995 from 2,967
Change-1,972 (-66%)
Value$3.5K (-$10.6K)
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares837 from 1,372
Change-535 (-39%)
Value$3.0K (-$3.5K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
DECREASED
Shares805 from 1,505
Change-700 (-47%)
Value$2.8K (-$4.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares753 from 751
Change+2 (+0%)
Value$2.7K (-$901)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares702 from 1,193
Change-491 (-41%)
Value$2 (-$4)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$1.9K (-$655)
Filed 2026-10-15
Fortitude Family Office, LLC
DECREASED
Shares517 from 554
Change-37 (-7%)
Value$1.8K (-$801)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares382 from 382
Change0 (0%)
Value$1.3K (-$463)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$1.2K (-$412)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.1K (-$363)
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$1.0K (-$356)
Filed 2026-10-16
Cornerstone National Bank & Trust Co
INCREASED
Shares246 from 46
Change+200 (+435%)
Value$868 (+$638)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$759 (-$261)
Filed 2026-10-23
True Wealth Design, LLC
DECREASED
Shares211 from 373
Change-162 (-43%)
Value$745 (-$1.0K)
Filed 2026-10-13
SJS Investment Consulting Inc.
NEW
Shares195
Change+195
Value$689
Filed 2026-10-26
Key Capital Management, Inc
NEW
Shares175
Change+175
Value$618
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares151 from 493
Change-342 (-69%)
Value$533 (-$1.8K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares123
Change+123
Value$434
Filed 2026-10-30
Entrust Financial LLC
DECREASED
Shares105 from 280
Change-175 (-62%)
Value$371 (-$957)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$353
Filed 2026-10-27
Creative Financial Designs Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$353 (-$121)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$306 (-$11)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares50 from 82
Change-32 (-39%)
Value$0 ($0)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$177 (-$60)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$145 (-$49)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares30 from 311
Change-281 (-90%)
Value$106 (-$1.4K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares20
Change+20
Value$71
Filed 2026-10-21
SBI Securities Co., Ltd.
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$28 (+$9)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 13,860
Change-13,860 (-100%)
Value$0 (-$65.7K)
Filed 2026-11-05
Miller Financial Services LLC
CLOSED
Shares0 from 10,425
Change-10,425 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$47.4K)
Filed 2026-10-13
Versant Capital Management, Inc
CLOSED
Shares0 from 3,305
Change-3,305 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-02
US Bancorp \de\
CLOSED
Shares0 from 1,727
Change-1,727 (-100%)
Value$0 (-$8.2K)
Filed 2026-11-05
Parkside Financial Bank & Trust
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$524)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$499)
Filed 2026-11-02
Clearstead Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$76)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 4,907,534
Change-4,907,534 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 4,171,276
Change-4,171,276 (-100%)
Value—
Engaged Capital LLCA
N/A
Shares— from 3,442,990
Change-3,442,990 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,150,113
Change-3,150,113 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,065,726
Change-3,065,726 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,341,610
Change-2,341,610 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 2,049,697
Change-2,049,697 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,454,163
Change-1,454,163 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,421,040
Change-1,421,040 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,242,512
Change-1,242,512 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,229,588
Change-1,229,588 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,079,932
Change-1,079,932 (-100%)
Value—
Berkshire Partners LLC
N/A
Shares— from 1,045,630
Change-1,045,630 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 736,160
Change-736,160 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 734,340
Change-734,340 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 705,095
Change-705,095 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 636,666
Change-636,666 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 635,068
Change-635,068 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 552,977
Change-552,977 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 486,415
Change-486,415 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 476,440
Change-476,440 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 471,130
Change-471,130 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 443,310
Change-443,310 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 326,537
Change-326,537 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 311,049
Change-311,049 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 276,763
Change-276,763 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 270,110
Change-270,110 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 240,222
Change-240,222 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 239,582
Change-239,582 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 209,440
Change-209,440 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 186,500
Change-186,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 183,033
Change-183,033 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 175,322
Change-175,322 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 140,035
Change-140,035 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 133,339
Change-133,339 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 131,888
Change-131,888 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 112,637
Change-112,637 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 99,887
Change-99,887 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 99,408
Change-99,408 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 85,342
Change-85,342 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 82,477
Change-82,477 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 82,468
Change-82,468 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 82,132
Change-82,132 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 79,969
Change-79,969 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 78,745
Change-78,745 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 74,732
Change-74,732 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 64,055
Change-64,055 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 63,390
Change-63,390 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 54,014
Change-54,014 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 53,377
Change-53,377 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 51,520
Change-51,520 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 50,522
Change-50,522 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 46,773
Change-46,773 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 43,781
Change-43,781 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 41,036
Change-41,036 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 35,029
Change-35,029 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 34,752
Change-34,752 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 32,914
Change-32,914 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 32,796
Change-32,796 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,710
Change-32,710 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 31,775
Change-31,775 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 30,989
Change-30,989 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
&partners
N/A
Shares— from 18,847
Change-18,847 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 18,271
Change-18,271 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 18,015
Change-18,015 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,368
Change-17,368 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,682
Change-16,682 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,153
Change-15,153 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 14,759
Change-14,759 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,741
Change-14,741 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 14,574
Change-14,574 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 14,564
Change-14,564 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 14,405
Change-14,405 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 12,940
Change-12,940 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,531
Change-11,531 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,533
Change-10,533 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,447
Change-9,447 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,064
Change-6,064 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,064
Change-4,064 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 985
Change-985 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 927
Change-927 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 374
Change-374 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 289
Change-289 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 208
Change-208 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 150
Change-150 (-100%)
Value—
Quarry LP
N/A
Shares— from 118
Change-118 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED1,574,4901,814,316-239,826-13%$8.6M$5.6M-$3.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED777,319397,885+379,434+95%$1.9M$2.7M+$858.0K2026-11-04
Chicago Partners Investment Group LLC
INCREASED265,308263,381+1,927+1%$1.1M$1.1M-$24.8K2026-10-27
Imc-Chicago, LLC
INCREASED245,120244,875+245+0%$1.2M$865.3K-$295.4K2026-11-05
Bank of New York Mellon Corp
INCREASED206,156196,366+9,790+5%$930.8K$727.7K-$203.0K2026-11-05
Lakewood Asset Management LLC
INCREASED108,552108,271+281+0%$513.2K$383.2K-$130.0K2026-10-26
4Wealth Advisors, Inc.
DECREASED70,30085,831-15,531-18%$407.7K$249.6K-$158.1K2026-10-13
LPL Financial LLC
DECREASED68,417101,045-32,628-32%$479.0K$241.5K-$237.4K2026-11-06
Deutsche Bank Ag\
DECREASED57,39265,667-8,275-13%$311.3K$202.6K-$108.7K2026-11-06
Creative Planning
DECREASED42,16747,770-5,603-12%$226.4K$148.9K-$77.6K2026-11-02
Fifth Third Bancorp
DECREASED40,04240,076-340%$190.0K$141.3K-$48.6K2026-11-05
Atria Investments, Inc
NEW39,897—+39,897——$140.8K—2026-10-15
Russell Investments Group, Ltd.
DECREASED35,86936,556-687-2%$173.3K$126.6K-$46.7K2026-11-06
CenterStar Asset Management, LLC
INCREASED34,00029,018+4,982+17%$137.1K$120.2K-$16.9K2026-10-09
Wealth Enhancement Advisory Services, LLC
DECREASED28,88840,058-11,170-28%$183.9K$112.7K-$71.2K2026-10-13
Savant Capital, LLC
INCREASED27,31812,455+14,863+119%$62.6K$96.4K+$33.9K2026-11-06
Barclays PLC
INCREASED27,21410,277+16,937+165%$48.7K$96.1K+$47.4K2026-11-06
Simplex Trading, LLC
DECREASED23,80235,758-11,956-33%$169.5K$84.0K-$85.5K2026-11-04
Indivisible Partners
DECREASED20,00020,197-197-1%$95.7K$70.6K-$25.1K2026-10-26
Kestra Advisory Services, LLC
NEW19,188—+19,188——$67.7K—2026-11-02
Insight 2811, Inc.
INCREASED16,07516,073+2+0%$76.2K$56.7K-$19.4K2026-11-06
Nfsg Corp
UNCHANGED12,80012,80000%$60.7K$45.2K-$15.5K2026-10-15
First National Bank Sioux Falls
UNCHANGED10,00010,00000%$55.9K$35.3K-$20.6K2026-10-13
American Capital Advisory, LLC
NEW8,000—+8,000——$28.2K—2026-10-28
Citigroup Inc
DECREASED7,76591,086-83,321-91%$431.7K$27.4K-$404.3K2026-11-04
Allworth Financial LP
UNCHANGED3,8293,82900%$18.2K$18.2K$02026-11-06
Lanark Financial, Inc.
UNCHANGED3,3003,30000%$15.6K$11.6K-$4.0K2026-10-26
Harbor Capital Advisors, Inc.
INCREASED2,887703+2,184+311%$3$10+$72026-10-22
Daytona Street Capital LLC
NEW2,200—+2,200——$7.8K—2026-10-15
Spire Wealth Management
UNCHANGED2,0002,00000%$9.5K$7.1K-$2.4K2026-10-30
Farther Finance Advisors, LLC
INCREASED1,721452+1,269+281%$2.1K$6.1K+$3.9K2026-10-08
Sterling Capital Management LLC
DECREASED1,3271,356-29-2%$6.4K$4.7K-$1.7K2026-10-22
Gamma Investing LLC
DECREASED1,0551,823-768-42%$8.6K$3.7K-$4.9K2026-10-08
West Paces Advisors Inc.
UNCHANGED1,0001,00000%$4.7K$3.5K-$1.2K2026-10-13
IFP Advisors, Inc
DECREASED9952,967-1,972-66%$14.1K$3.5K-$10.6K2026-10-16
Essential Partners LLC
DECREASED8371,372-535-39%$6.5K$3.0K-$3.5K2026-10-14
PNC Financial Services Group, Inc.
DECREASED8051,505-700-47%$7.1K$2.8K-$4.3K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED753751+2+0%$3.6K$2.7K-$9012026-11-04
Tsfg, LLC
DECREASED7021,193-491-41%$6$2-$42026-10-23
Wolff Wiese Magana LLC
UNCHANGED54154100%$2.6K$1.9K-$6552026-10-15
Fortitude Family Office, LLC
DECREASED517554-37-7%$2.6K$1.8K-$8012026-10-14
Center for Financial Planning, Inc.
UNCHANGED38238200%$1.8K$1.3K-$4632026-10-26
North Star Investment Management Corp.
UNCHANGED34034000%$1.6K$1.2K-$4122026-10-27
Sfam, LLC
UNCHANGED30030000%$1.4K$1.1K-$3632026-11-03
James T. Borello RIA
UNCHANGED29429400%$1.4K$1.0K-$3562026-10-16
Cornerstone National Bank & Trust Co
INCREASED24646+200+435%$230$868+$6382026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED21521500%$1.0K$759-$2612026-10-23
True Wealth Design, LLC
DECREASED211373-162-43%$1.8K$745-$1.0K2026-10-13
SJS Investment Consulting Inc.
NEW195—+195——$689—2026-10-26
Key Capital Management, Inc
NEW175—+175——$618—2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED151493-342-69%$2.3K$533-$1.8K2026-10-29
Provenance Wealth Advisors, LLC
NEW123—+123——$434—2026-10-30
Entrust Financial LLC
DECREASED105280-175-62%$1.3K$371-$9572026-11-04
Latitude Advisors, LLC
NEW100—+100——$353—2026-10-27
Creative Financial Designs Inc
UNCHANGED10010000%$474$353-$1212026-11-04
Holos Integrated Wealth LLC
UNCHANGED666600%$317$306-$112026-10-23
Covestor Ltd
DECREASED5082-32-39%$0$0$02026-10-30
Plante Moran Financial Advisors, LLC
UNCHANGED505000%$237$177-$602026-11-04
Signaturefd, LLC
UNCHANGED414100%$194$145-$492026-10-23
Parallel Advisors, LLC
DECREASED30311-281-90%$1.5K$106-$1.4K2026-11-03
Root Financial Partners, LLC
NEW20—+20——$71—2026-10-21
SBI Securities Co., Ltd.
INCREASED84+4+100%$19$28+$92026-10-22
Mesirow Financial Investment Management, Inc.
CLOSED013,860-13,860-100%$65.7K$0-$65.7K2026-11-05
Miller Financial Services LLC
CLOSED010,425-10,425-100%$49.4K$0-$49.4K2026-10-20
Aaron Wealth Advisors LLC
CLOSED010,000-10,000-100%$47.4K$0-$47.4K2026-10-13
Versant Capital Management, Inc
CLOSED03,305-3,305-100%$15.7K$0-$15.7K2026-10-02
US Bancorp \de\
CLOSED01,727-1,727-100%$8.2K$0-$8.2K2026-11-05
Parkside Financial Bank & Trust
CLOSED0110-110-100%$524$0-$5242026-10-27
International Assets Investment Management, LLC
CLOSED0100-100-100%$499$0-$4992026-11-02
Clearstead Advisors, LLC
CLOSED016-16-100%$76$0-$762026-11-06
BlackRock, Inc.
N/A—4,907,534-4,907,534-100%$23.3M———
Orbis Allan Gray Ltd
N/A—4,171,276-4,171,276-100%$19.8M———
Engaged Capital LLCA
N/A—3,442,990-3,442,990-100%$16.3M———
Citadel Advisors LLC
N/A—3,150,113-3,150,113-100%$14.9M———
Vanguard Capital Management LLC
N/A—3,065,726-3,065,726-100%$14.5M———
Marshall Wace, LLP
N/A—2,341,610-2,341,610-100%$11.1M———
Zuckerman Investment Group, LLC
N/A—2,049,697-2,049,697-100%$9.7M———
State Street Corp
N/A—1,454,163-1,454,163-100%$6.9M———
Goldman Sachs Group Inc
N/A—1,421,040-1,421,040-100%$6.7M———
Blair William & Co
N/A—1,242,512-1,242,512-100%$5.9M———
Millennium Management LLC
N/A—1,229,588-1,229,588-100%$5.8M———
AQR Capital Management LLC
N/A—1,079,932-1,079,932-100%$5.1M———
Berkshire Partners LLC
N/A—1,045,630-1,045,630-100%$5.0M———
Morgan Stanley
N/A—736,160-736,160-100%$3.5M———
Hotchkis & Wiley Capital Management LLC
N/A—734,340-734,340-100%$3.5M———
Vanguard Portfolio Management LLC
N/A—705,095-705,095-100%$3.3M———
Susquehanna International Group, LLP
N/A—636,666-636,666-100%$3.0M———
Charles Schwab Investment Management Inc
N/A—635,068-635,068-100%$3.0M———
Northern Trust Corp
N/A—552,977-552,977-100%$2.6M———
Southeast Asset Advisors, LLC
N/A—486,415-486,415-100%$2.3M———
Vanguard Fiduciary Trust Co
N/A—476,440-476,440-100%$2.3M———
Jump Financial, LLC
N/A—471,130-471,130-100%$2.2M———
Bridgeway Capital Management, LLC
N/A—443,310-443,310-100%$2.1M———
Bank of America Corp
N/A—326,537-326,537-100%$1.5M———
Quantinno Capital Management LP
N/A—311,049-311,049-100%$1.5M———
Invesco Ltd.
N/A—276,763-276,763-100%$1.3M———
Empowered Funds, LLC
N/A—270,110-270,110-100%$1.3M———
First Trust Advisors LP
N/A—240,222-240,222-100%$1.1M———
Tudor Investment Corp ET AL
N/A—239,582-239,582-100%$1.1M———
GSA Capital Partners LLP
N/A—209,440-209,440-100%$993.0K———
Victory Capital Management Inc
N/A—186,500-186,500-100%$884.0K———
UBS Group AG
N/A—183,033-183,033-100%$867.6K———
Nuveen, LLC
N/A—175,322-175,322-100%$831.0K———
Select Equity Group, L.P.
N/A—140,035-140,035-100%$663.8K———
Raymond James Financial Inc
N/A—133,339-133,339-100%$632.0K———
Squarepoint Ops LLC
N/A—131,888-131,888-100%$625.1K———
ExodusPoint Capital Management, LP
N/A—112,637-112,637-100%$533.9K———
Point72 Asset Management, L.P.
N/A—99,887-99,887-100%$473.5K———
American Century Companies Inc
N/A—99,408-99,408-100%$471.2K———
Renaissance Technologies LLC
N/A—85,342-85,342-100%$404.5K———
Rhumbline Advisers
N/A—82,477-82,477-100%$390.9K———
Ameriprise Financial Inc
N/A—82,468-82,468-100%$390.9K———
Osaic Holdings, Inc.
N/A—82,132-82,132-100%$389.3K———
Jones Financial Companies Lllp
N/A—79,969-79,969-100%$379.1K———
Capstone Financial Advisors, Inc.
N/A—78,745-78,745-100%$373.3K———
Atom Investors LP
N/A—74,732-74,732-100%$354.2K———
Wells Fargo & Company
N/A—64,055-64,055-100%$303.6K———
Alliancebernstein L.P.
N/A—63,390-63,390-100%$335.3K———
Cerity Partners LLC
N/A—54,014-54,014-100%$256.0K———
Group One Trading LLC
N/A—53,377-53,377-100%$253.0K———
Price T Rowe Associates Inc
N/A—51,520-51,520-100%$245.0K———
SEI Investments Co
N/A—50,522-50,522-100%$239.5K———
Susquehanna Portfolio Strategies, LLC
N/A—46,773-46,773-100%$221.7K———
MetLife Investment Management, LLC
N/A—43,781-43,781-100%$207.5K———
Centiva Capital, LP
N/A—41,036-41,036-100%$194.5K———
Mercer Global Advisors Inc
N/A—35,029-35,029-100%$166.0K———
XTX Topco Ltd
N/A—34,752-34,752-100%$164.7K———
IEQ Capital, LLC
N/A—32,914-32,914-100%$156.0K———
Engineers Gate Manager LP
N/A—32,796-32,796-100%$155.5K———
JPMorgan Chase & Co
N/A—32,710-32,710-100%$155.4K———
Vanguard Global Advisers, LLC
N/A—31,775-31,775-100%$150.6K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—30,989-30,989-100%$146.9K———
Balyasny Asset Management L.P.
N/A—23,100-23,100-100%$109.5K———
&partners
N/A—18,847-18,847-100%$89.3K———
Manufacturers Life Insurance Company, the
N/A—18,271-18,271-100%$86.6K———
Walleye Capital LLC
N/A—18,015-18,015-100%$85.4K———
Cetera Investment Advisers
N/A—17,368-17,368-100%$82.3K———
Mariner, LLC
N/A—16,900-16,900-100%$80.1K———
New York State Common Retirement Fund
N/A—16,682-16,682-100%$79.1K———
Police & Firemen's Retirement System of New Jersey
N/A—16,012-16,012-100%$75.9K———
Benjamin Edwards Inc
N/A—15,153-15,153-100%$71.8K———
Jain Global LLC
N/A—14,759-14,759-100%$70.0K———
Royal Bank of Canada
N/A—14,741-14,741-100%$70.0K———
Zacks Investment Management
N/A—14,574-14,574-100%$69.1K———
SIG Brokerage, LP
N/A—14,564-14,564-100%$69.0K———
Intech Investment Management LLC
N/A—14,405-14,405-100%$68.3K———
Voya Investment Management LLC
N/A—13,106-13,106-100%$62.1K———
State Board of Administration of Florida Retirement System
N/A—12,940-12,940-100%$61.3K———
Two Sigma Investments, LP
N/A—12,100-12,100-100%$57.4K———
Stifel Financial Corp
N/A—11,531-11,531-100%$54.7K———
Prudential Financial Inc
N/A—10,990-10,990-100%$52.1K———
Rothschild Investment LLC
N/A—10,533-10,533-100%$49.9K———
Ausdal Financial Partners, Inc.
N/A—10,104-10,104-100%$47.9K———
Arax Advisory Partners
N/A—9,447-9,447-100%$44.8K———
BNP Paribas Financial Markets
N/A—8,794-8,794-100%$41.7K———
Legal & General Group Plc
N/A—6,064-6,064-100%$28.7K———
Ameritas Investment Partners, Inc.
N/A—5,542-5,542-100%$26.3K———
Geneos Wealth Management Inc.
N/A—4,700-4,700-100%$22.3K———
FMR LLC
N/A—4,453-4,453-100%$21.1K———
Tower Research Capital LLC (TRC)
N/A—4,064-4,064-100%$19.3K———
Rockefeller Capital Management L.P.
N/A—3,130-3,130-100%$14.8K———
Global Retirement Partners, LLC
N/A—2,733-2,733-100%$13.0K———
Walleye Trading LLC
N/A—2,053-2,053-100%$9.7K———
Hollencrest Capital Management
N/A—2,000-2,000-100%$9.5K———
Public Employees Retirement System of Ohio
N/A—1,769-1,769-100%$8.4K———
Truvestments Capital LLC
N/A—1,335-1,335-100%$6.3K———
National Bank of Canada
N/A—985-985-100%$4.7K———
California State Teachers Retirement System
N/A—927-927-100%$4.4K———
Harbour Investments, Inc.
N/A—374-374-100%$1.8K———
Bartlett & Co. Wealth Management LLC
N/A—300-300-100%$1.4K———
Optiver Holding B.V.
N/A—289-289-100%$1.4K———
NewEdge Advisors, LLC
N/A—247-247-100%$1.2K———
LOS Angeles Capital Management LLC
N/A—238-238-100%$1.1K———
Northwestern Mutual Wealth Management Co
N/A—208-208-100%$986———
SHP Wealth Management
N/A—150-150-100%$711———
Quarry LP
N/A—118-118-100%$559———
Transamerica Financial Advisors, LLC
N/A—59-59-100%$279———
Horizon Bancorp Inc
N/A—50-50-100%$0———
UBS Asset Management Americas LLC
N/A—37-37-100%$175———
Keating Financial Advisory Services, Inc.
N/A—30-30-100%$142———
Showing 180 of 180 institutions