Primis Financial Corp (FRST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Patriot Financial Partners GP II, L.P.

UNCHANGED

Shares1,217,531 from 1,217,531

Change0 (0%)

Value$18.6M (-$1.3M)

Filed 2026-11-04

Dimensional Fund Advisors LP

DECREASED

Shares1,023,998 from 1,064,320

Change-40,322 (-4%)

Value$15.6M (-$1.8M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares544,494 from 536,724

Change+7,770 (+1%)

Value$8.3M (-$464.5K)

Filed 2026-11-06

Salzhauer Michael

DECREASED

Shares450,565 from 471,795

Change-21,230 (-4%)

Value$6.9M (-$838.7K)

Filed 2026-10-28

Corbyn Investment Management Inc

DECREASED

Shares269,091 from 270,282

Change-1,191 (0%)

Value$4.1M (-$312.8K)

Filed 2026-10-30

Bank of New York Mellon Corp

DECREASED

Shares133,893 from 138,086

Change-4,193 (-3%)

Value$2.0M (-$214.6K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares66,027 from 44,822

Change+21,205 (+47%)

Value$1.0M (+$275.2K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares57,200 from 43,300

Change+13,900 (+32%)

Value$874.0K (+$165.2K)

Filed 2026-10-30

Elco Management Co., LLC

INCREASED

Shares55,505 from 54,735

Change+770 (+1%)

Value$848.1K (-$47.9K)

Filed 2026-10-14

Russell Investments Group, Ltd.

INCREASED

Shares24,609 from 24,341

Change+268 (+1%)

Value$376.0K (-$22.4K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares19,032 from 21,757

Change-2,725 (-13%)

Value$290.8K (-$65.4K)

Filed 2026-11-06

R Squared Ltd

NEW

Shares17,538

Change+17,538

Value$268.0K

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,925

Change+12,925

Value$198.1K

Filed 2026-10-13

Daytona Street Capital LLC

UNCHANGED

Shares12,716 from 12,716

Change0 (0%)

Value$198.0K (-$2.2K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,772 from 12,272

Change-1,500 (-12%)

Value$165 (-$200.8K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares8,431 from 3,104

Change+5,327 (+172%)

Value$128.8K (+$78.0K)

Filed 2026-11-06

State of Wyoming

NEW

Shares4,485

Change+4,485

Value$68.5K

Filed 2026-10-28

PNC Financial Services Group, Inc.

INCREASED

Shares3,911 from 3,798

Change+113 (+3%)

Value$59.8K (-$2.4K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares3,714 from 10,688

Change-6,974 (-65%)

Value$56.8K (-$118.2K)

Filed 2026-11-04

Harbor Investment Advisory, LLC

NEW

Shares1,918

Change+1,918

Value$29.3K

Filed 2026-10-13

Gamma Investing LLC

INCREASED

Shares1,220 from 795

Change+425 (+53%)

Value$18.6K (+$5.6K)

Filed 2026-10-08

Versant Capital Management, Inc

UNCHANGED

Shares1,093 from 1,093

Change0 (0%)

Value$16.7K (-$1.2K)

Filed 2026-10-02

Allworth Financial LP

INCREASED

Shares751 from 649

Change+102 (+16%)

Value$12.3K (+$1.7K)

Filed 2026-11-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares698 from 698

Change0 (0%)

Value$10.7K (-$761)

Filed 2026-10-20

Toth Financial Advisory Corp

UNCHANGED

Shares678 from 678

Change0 (0%)

Value$10.4K (-$739)

Filed 2026-10-08

Towne Trust Company, N.a

UNCHANGED

Shares583 from 583

Change0 (0%)

Value$8.9K (-$636)

Filed 2026-10-28

Sterling Capital Management LLC

INCREASED

Shares550 from 299

Change+251 (+84%)

Value$8.4K (+$3.5K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares352 from 3

Change+349 (+11633%)

Value$5.4K (+$5.3K)

Filed 2026-10-26

Farther Finance Advisors, LLC

INCREASED

Shares319 from 65

Change+254 (+391%)

Value$4.9K (+$3.8K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares303 from 219

Change+84 (+38%)

Value$4.6K (+$1.0K)

Filed 2026-11-04

US Bancorp \de\

NEW

Shares225

Change+225

Value$3.4K

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares203 from 118

Change+85 (+72%)

Value$3.1K (+$1.2K)

Filed 2026-10-16

Essential Partners LLC

INCREASED

Shares156 from 123

Change+33 (+27%)

Value$2.4K (+$370)

Filed 2026-10-14

Main Street Group, LTD

UNCHANGED

Shares145 from 145

Change0 (0%)

Value$2.2K (-$144)

Filed 2026-10-28

Provenance Wealth Advisors, LLC

NEW

Shares118

Change+118

Value$1.8K

Filed 2026-10-30

Covestor Ltd

DECREASED

Shares98 from 726

Change-628 (-86%)

Value$2 (-$12.0K)

Filed 2026-10-30

Parkside Financial Bank & Trust

INCREASED

Shares85 from 55

Change+30 (+55%)

Value$1.3K (+$397)

Filed 2026-10-27

Root Financial Partners, LLC

NEW

Shares69

Change+69

Value$1.1K

Filed 2026-10-21

Signaturefd, LLC

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$902 (-$64)

Filed 2026-10-23

True Wealth Design, LLC

INCREASED

Shares35 from 25

Change+10 (+40%)

Value$535 (+$125)

Filed 2026-10-13

Fortitude Family Office, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$260 (-$18)

Filed 2026-10-14

Clearstead Advisors, LLC

DECREASED

Shares7 from 10

Change-3 (-30%)

Value$107 (-$57)

Filed 2026-11-06

Torren Management, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$35 (-$2)

Filed 2026-10-29

Caitong International Asset Management Co., Ltd

DECREASED

Shares1 from 5

Change-4 (-80%)

Value$15 (-$67)

Filed 2026-10-29

SBI Securities Co., Ltd.

DECREASED

Shares1 from 3

Change-2 (-67%)

Value$15 (-$34)

Filed 2026-10-22

StoneX Group Inc.

CLOSED

Shares0 from 17,048

Change-17,048 (-100%)

Value$0 (-$265.6K)

Filed 2026-11-03

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 5,914

Change-5,914 (-100%)

Value$0 (-$96.8K)

Filed 2026-10-26

First Horizon Corp

CLOSED

Shares0 from 510

Change-510 (-100%)

Value$0 (-$8.3K)

Filed 2026-10-26

Simplex Trading, LLC

CLOSED

Shares0 from 99

Change-99 (-100%)

Value$0 (-$1.6K)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 65

Change-65 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-05

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$377)

Filed 2026-10-20

BlackRock, Inc.

N/A

Shares— from 2,461,114

Change-2,461,114 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 1,226,283

Change-1,226,283 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,196,270

Change-1,196,270 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 985,372

Change-985,372 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 929,735

Change-929,735 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 923,711

Change-923,711 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 897,100

Change-897,100 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 872,961

Change-872,961 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 801,797

Change-801,797 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 527,939

Change-527,939 (-100%)

Value—

State Street Corp

N/A

Shares— from 430,454

Change-430,454 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 364,425

Change-364,425 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 346,145

Change-346,145 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 312,943

Change-312,943 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 283,551

Change-283,551 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 237,241

Change-237,241 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 235,374

Change-235,374 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 230,222

Change-230,222 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 228,204

Change-228,204 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 223,070

Change-223,070 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 217,841

Change-217,841 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 211,466

Change-211,466 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 200,271

Change-200,271 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 192,243

Change-192,243 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 185,481

Change-185,481 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 174,182

Change-174,182 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 170,097

Change-170,097 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 166,901

Change-166,901 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 160,773

Change-160,773 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 153,825

Change-153,825 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 150,256

Change-150,256 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 148,507

Change-148,507 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 145,343

Change-145,343 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 142,621

Change-142,621 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 131,475

Change-131,475 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 89,505

Change-89,505 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 85,114

Change-85,114 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 83,443

Change-83,443 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 81,150

Change-81,150 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 77,480

Change-77,480 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 70,946

Change-70,946 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 68,048

Change-68,048 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 66,100

Change-66,100 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 64,385

Change-64,385 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 63,122

Change-63,122 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 63,046

Change-63,046 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 53,293

Change-53,293 (-100%)

Value—

Man Group plc

N/A

Shares— from 52,062

Change-52,062 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 50,936

Change-50,936 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 50,864

Change-50,864 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 50,350

Change-50,350 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 44,690

Change-44,690 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 38,495

Change-38,495 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,307

Change-38,307 (-100%)

Value—

UBS Group AG

N/A

Shares— from 36,665

Change-36,665 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 30,934

Change-30,934 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 30,239

Change-30,239 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 30,226

Change-30,226 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 30,200

Change-30,200 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,828

Change-29,828 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 27,100

Change-27,100 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 26,943

Change-26,943 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 24,900

Change-24,900 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21,153

Change-21,153 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 21,095

Change-21,095 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 19,913

Change-19,913 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 18,151

Change-18,151 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 17,820

Change-17,820 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 17,650

Change-17,650 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 16,669

Change-16,669 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13,780

Change-13,780 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 13,481

Change-13,481 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,293

Change-13,293 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 12,368

Change-12,368 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 10,933

Change-10,933 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 10,900

Change-10,900 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,437

Change-10,437 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 10,172

Change-10,172 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,915

Change-8,915 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,531

Change-8,531 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,929

Change-7,929 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,713

Change-5,713 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,029

Change-4,029 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 3,572

Change-3,572 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,566

Change-2,566 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,220

Change-2,220 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,694

Change-1,694 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,573

Change-1,573 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 427

Change-427 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 339

Change-339 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 295

Change-295 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 216

Change-216 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 187

Change-187 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 45

Change-45 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 39

Change-39 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Patriot Financial Partners GP II, L.P.	UNCHANGED	1,217,531	1,217,531	0	0%	$19.9M	$18.6M	-$1.3M	2026-11-04
Dimensional Fund Advisors LP	DECREASED	1,023,998	1,064,320	-40,322	-4%	$17.4M	$15.6M	-$1.8M	2026-11-04
Geode Capital Management, LLC	INCREASED	544,494	536,724	+7,770	+1%	$8.8M	$8.3M	-$464.5K	2026-11-06
Salzhauer Michael	DECREASED	450,565	471,795	-21,230	-4%	$7.7M	$6.9M	-$838.7K	2026-10-28
Corbyn Investment Management Inc	DECREASED	269,091	270,282	-1,191	0%	$4.4M	$4.1M	-$312.8K	2026-10-30
Bank of New York Mellon Corp	DECREASED	133,893	138,086	-4,193	-3%	$2.3M	$2.0M	-$214.6K	2026-11-05
Creative Planning	INCREASED	66,027	44,822	+21,205	+47%	$733.7K	$1.0M	+$275.2K	2026-11-02
Strs Ohio	INCREASED	57,200	43,300	+13,900	+32%	$708.8K	$874.0K	+$165.2K	2026-10-30
Elco Management Co., LLC	INCREASED	55,505	54,735	+770	+1%	$896.0K	$848.1K	-$47.9K	2026-10-14
Russell Investments Group, Ltd.	INCREASED	24,609	24,341	+268	+1%	$398.5K	$376.0K	-$22.4K	2026-11-06
Deutsche Bank Ag\	DECREASED	19,032	21,757	-2,725	-13%	$356.2K	$290.8K	-$65.4K	2026-11-06
R Squared Ltd	NEW	17,538	—	+17,538	—	—	$268.0K	—	2026-11-06
Wealth Enhancement Advisory Services, LLC	NEW	12,925	—	+12,925	—	—	$198.1K	—	2026-10-13
Daytona Street Capital LLC	UNCHANGED	12,716	12,716	0	0%	$200.2K	$198.0K	-$2.2K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	10,772	12,272	-1,500	-12%	$201.0K	$165	-$200.8K	2026-11-02
Barclays PLC	INCREASED	8,431	3,104	+5,327	+172%	$50.8K	$128.8K	+$78.0K	2026-11-06
State of Wyoming	NEW	4,485	—	+4,485	—	—	$68.5K	—	2026-10-28
PNC Financial Services Group, Inc.	INCREASED	3,911	3,798	+113	+3%	$62.2K	$59.8K	-$2.4K	2026-11-06
Citigroup Inc	DECREASED	3,714	10,688	-6,974	-65%	$175.0K	$56.8K	-$118.2K	2026-11-04
Harbor Investment Advisory, LLC	NEW	1,918	—	+1,918	—	—	$29.3K	—	2026-10-13
Gamma Investing LLC	INCREASED	1,220	795	+425	+53%	$13.0K	$18.6K	+$5.6K	2026-10-08
Versant Capital Management, Inc	UNCHANGED	1,093	1,093	0	0%	$17.9K	$16.7K	-$1.2K	2026-10-02
Allworth Financial LP	INCREASED	751	649	+102	+16%	$10.6K	$12.3K	+$1.7K	2026-11-06
Nisa Investment Advisors, LLC	UNCHANGED	698	698	0	0%	$11.4K	$10.7K	-$761	2026-10-20
Toth Financial Advisory Corp	UNCHANGED	678	678	0	0%	$11.1K	$10.4K	-$739	2026-10-08
Towne Trust Company, N.a	UNCHANGED	583	583	0	0%	$9.5K	$8.9K	-$636	2026-10-28
Sterling Capital Management LLC	INCREASED	550	299	+251	+84%	$4.9K	$8.4K	+$3.5K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	352	3	+349	+11633%	$50	$5.4K	+$5.3K	2026-10-26
Farther Finance Advisors, LLC	INCREASED	319	65	+254	+391%	$1.1K	$4.9K	+$3.8K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	303	219	+84	+38%	$3.6K	$4.6K	+$1.0K	2026-11-04
US Bancorp \de\	NEW	225	—	+225	—	—	$3.4K	—	2026-11-05
IFP Advisors, Inc	INCREASED	203	118	+85	+72%	$1.9K	$3.1K	+$1.2K	2026-10-16
Essential Partners LLC	INCREASED	156	123	+33	+27%	$2.0K	$2.4K	+$370	2026-10-14
Main Street Group, LTD	UNCHANGED	145	145	0	0%	$2.4K	$2.2K	-$144	2026-10-28
Provenance Wealth Advisors, LLC	NEW	118	—	+118	—	—	$1.8K	—	2026-10-30
Covestor Ltd	DECREASED	98	726	-628	-86%	$12.0K	$2	-$12.0K	2026-10-30
Parkside Financial Bank & Trust	INCREASED	85	55	+30	+55%	$901	$1.3K	+$397	2026-10-27
Root Financial Partners, LLC	NEW	69	—	+69	—	—	$1.1K	—	2026-10-21
Signaturefd, LLC	UNCHANGED	59	59	0	0%	$966	$902	-$64	2026-10-23
True Wealth Design, LLC	INCREASED	35	25	+10	+40%	$410	$535	+$125	2026-10-13
Fortitude Family Office, LLC	UNCHANGED	17	17	0	0%	$278	$260	-$18	2026-10-14
Clearstead Advisors, LLC	DECREASED	7	10	-3	-30%	$164	$107	-$57	2026-11-06
Torren Management, LLC	UNCHANGED	2	2	0	0%	$37	$35	-$2	2026-10-29
Caitong International Asset Management Co., Ltd	DECREASED	1	5	-4	-80%	$82	$15	-$67	2026-10-29
SBI Securities Co., Ltd.	DECREASED	1	3	-2	-67%	$49	$15	-$34	2026-10-22
StoneX Group Inc.	CLOSED	0	17,048	-17,048	-100%	$265.6K	$0	-$265.6K	2026-11-03
Commonwealth Retirement Investments LLC	CLOSED	0	5,914	-5,914	-100%	$96.8K	$0	-$96.8K	2026-10-26
First Horizon Corp	CLOSED	0	510	-510	-100%	$8.3K	$0	-$8.3K	2026-10-26
Simplex Trading, LLC	CLOSED	0	99	-99	-100%	$1.6K	$0	-$1.6K	2026-11-04
MassMutual Private Wealth & Trust, FSB	CLOSED	0	65	-65	-100%	$1.1K	$0	-$1.1K	2026-10-05
Physician Wealth Advisors, Inc.	CLOSED	0	23	-23	-100%	$377	$0	-$377	2026-10-20
BlackRock, Inc.	N/A	—	2,461,114	-2,461,114	-100%	$40.3M	—	—	—
North Reef Capital Management LP	N/A	—	1,226,283	-1,226,283	-100%	$20.1M	—	—	—
Alliancebernstein L.P.	N/A	—	1,196,270	-1,196,270	-100%	$15.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	985,372	-985,372	-100%	$16.1M	—	—	—
Mendon Capital Advisors Corp	N/A	—	929,735	-929,735	-100%	$15.2M	—	—	—
Two Sigma Investments, LP	N/A	—	923,711	-923,711	-100%	$15.1M	—	—	—
Maltese Capital Management LLC	N/A	—	897,100	-897,100	-100%	$14.7M	—	—	—
Banc Funds Co LLC	N/A	—	872,961	-872,961	-100%	$14.3M	—	—	—
Curi Capital, LLC	N/A	—	801,797	-801,797	-100%	$13.1M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	527,939	-527,939	-100%	$8.6M	—	—	—
State Street Corp	N/A	—	430,454	-430,454	-100%	$7.0M	—	—	—
CSM Advisors, LLC	N/A	—	364,425	-364,425	-100%	$6.0M	—	—	—
Prudential Financial Inc	N/A	—	346,145	-346,145	-100%	$5.7M	—	—	—
Qube Research & Technologies Ltd	N/A	—	312,943	-312,943	-100%	$5.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	283,551	-283,551	-100%	$4.6M	—	—	—
PL Capital Advisors, LLCA	N/A	—	237,241	-237,241	-100%	$3.9M	—	—	—
Nuveen, LLC	N/A	—	235,374	-235,374	-100%	$3.9M	—	—	—
Petiole USA ltd	N/A	—	230,222	-230,222	-100%	$3.8M	—	—	—
EJF Capital LP	N/A	—	228,204	-228,204	-100%	$3.7M	—	—	—
Renaissance Technologies LLC	N/A	—	223,070	-223,070	-100%	$3.7M	—	—	—
AQR Capital Management LLC	N/A	—	217,841	-217,841	-100%	$3.6M	—	—	—
Algert Global LLC	N/A	—	211,466	-211,466	-100%	$3.5M	—	—	—
Franklin Resources Inc	N/A	—	200,271	-200,271	-100%	$3.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	192,243	-192,243	-100%	$3.1M	—	—	—
Trexquant Investment LP	N/A	—	185,481	-185,481	-100%	$3.0M	—	—	—
Northern Trust Corp	N/A	—	174,182	-174,182	-100%	$2.9M	—	—	—
Morgan Stanley	N/A	—	170,097	-170,097	-100%	$2.8M	—	—	—
First Manhattan Co. Llc.	N/A	—	166,901	-166,901	-100%	$2.7M	—	—	—
American Century Companies Inc	N/A	—	160,773	-160,773	-100%	$2.6M	—	—	—
Kennedy Capital Management LLC	N/A	—	153,825	-153,825	-100%	$2.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	150,256	-150,256	-100%	$2.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	148,507	-148,507	-100%	$2.4M	—	—	—
Marshall Wace, LLP	N/A	—	145,343	-145,343	-100%	$2.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	142,621	-142,621	-100%	$2.3M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	131,475	-131,475	-100%	$2.2M	—	—	—
Integrated Quantitative Investments LLC	N/A	—	89,505	-89,505	-100%	$1.5M	—	—	—
State of Wisconsin Investment Board	N/A	—	85,114	-85,114	-100%	$1.4M	—	—	—
Numerai GP LLC	N/A	—	83,443	-83,443	-100%	$1.4M	—	—	—
Victory Capital Management Inc	N/A	—	81,150	-81,150	-100%	$1.3M	—	—	—
GSA Capital Partners LLP	N/A	—	77,480	-77,480	-100%	$1.3M	—	—	—
Lazard Asset Management LLC	N/A	—	70,946	-70,946	-100%	$1.2M	—	—	—
Pinnacle Holdings, LLC	N/A	—	68,048	-68,048	-100%	$1.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	66,100	-66,100	-100%	$1.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	64,385	-64,385	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	63,122	-63,122	-100%	$1.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	63,046	-63,046	-100%	$1.0M	—	—	—
Legato Capital Management LLC	N/A	—	53,293	-53,293	-100%	$872.4K	—	—	—
Man Group plc	N/A	—	52,062	-52,062	-100%	$852.3K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	50,936	-50,936	-100%	$833.8K	—	—	—
Magnetar Financial LLC	N/A	—	50,864	-50,864	-100%	$832.6K	—	—	—
Empowered Funds, LLC	N/A	—	50,350	-50,350	-100%	$824.2K	—	—	—
Millennium Management LLC	N/A	—	44,690	-44,690	-100%	$731.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	38,495	-38,495	-100%	$630.2K	—	—	—
Citadel Advisors LLC	N/A	—	38,307	-38,307	-100%	$627.1K	—	—	—
UBS Group AG	N/A	—	36,665	-36,665	-100%	$600.2K	—	—	—
JPMorgan Chase & Co	N/A	—	30,934	-30,934	-100%	$512.3K	—	—	—
Squarepoint Ops LLC	N/A	—	30,239	-30,239	-100%	$495.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	30,226	-30,226	-100%	$494.8K	—	—	—
Rhumbline Advisers	N/A	—	30,200	-30,200	-100%	$494.4K	—	—	—
Invesco Ltd.	N/A	—	29,828	-29,828	-100%	$488.3K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	27,100	-27,100	-100%	$443.6K	—	—	—
Bank of America Corp	N/A	—	26,943	-26,943	-100%	$441.1K	—	—	—
Royal Bank of Canada	N/A	—	24,900	-24,900	-100%	$408.0K	—	—	—
Wells Fargo & Company	N/A	—	21,153	-21,153	-100%	$346.3K	—	—	—
IEQ Capital, LLC	N/A	—	21,095	-21,095	-100%	$345.3K	—	—	—
Ameriprise Financial Inc	N/A	—	19,913	-19,913	-100%	$326.0K	—	—	—
XTX Topco Ltd	N/A	—	18,151	-18,151	-100%	$297.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	17,820	-17,820	-100%	$291.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	17,650	-17,650	-100%	$288.9K	—	—	—
Balyasny Asset Management L.P.	N/A	—	16,669	-16,669	-100%	$272.9K	—	—	—
Teton Advisors, LLC	N/A	—	15,000	-15,000	-100%	$245.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13,780	-13,780	-100%	$225.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	13,481	-13,481	-100%	$221.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,293	-13,293	-100%	$217.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	12,368	-12,368	-100%	$202.5K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	10,933	-10,933	-100%	$179.0K	—	—	—
Jump Financial, LLC	N/A	—	10,900	-10,900	-100%	$178.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,437	-10,437	-100%	$170.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	10,172	-10,172	-100%	$166.5K	—	—	—
Anchor Investment Management, LLC	N/A	—	10,000	-10,000	-100%	$163.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,915	-8,915	-100%	$145.9K	—	—	—
New York State Common Retirement Fund	N/A	—	8,531	-8,531	-100%	$139.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,929	-7,929	-100%	$129.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,713	-5,713	-100%	$93.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	5,500	-5,500	-100%	$90.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,029	-4,029	-100%	$66.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	3,572	-3,572	-100%	$58.5K	—	—	—
FMR LLC	N/A	—	2,566	-2,566	-100%	$42.0K	—	—	—
Legal & General Group Plc	N/A	—	2,220	-2,220	-100%	$36.3K	—	—	—
Arax Advisory Partners	N/A	—	1,694	-1,694	-100%	$27.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,573	-1,573	-100%	$25.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	427	-427	-100%	$7.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	339	-339	-100%	$5.5K	—	—	—
California State Teachers Retirement System	N/A	—	295	-295	-100%	$4.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	216	-216	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	187	-187	-100%	$3.1K	—	—	—
Optiver Holding B.V.	N/A	—	110	-110	-100%	$1.8K	—	—	—
Raffa Wealth Management, LLC	N/A	—	63	-63	-100%	$1.0K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	45	-45	-100%	$737	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	39	-39	-100%	$638	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$33	—	—	—

Showing 152 of 152 institutions