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Prime Medicine Inc (PRME)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alphabet Inc.
UNCHANGED
Shares16,562,498 from 16,562,498
Change0 (0%)
Value$50.7M (-$10.4M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares2,911,596 from 2,412,984
Change+498,612 (+21%)
Value$8.9M (-$9.0K)
Filed 2026-10-29
Alessandra Capital Management, LLC
INCREASED
Shares800,773 from 666,603
Change+134,170 (+20%)
Value$2.4M (-$13.4K)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares243,919 from 246,344
Change-2,425 (-1%)
Value$745.2K (-$163.8K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares209,218 from 88,058
Change+121,160 (+138%)
Value$639.2K (+$314.2K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares167,328 from 195,664
Change-28,336 (-14%)
Value$511.2K (-$210.8K)
Filed 2026-11-04
Green Alpha Advisors, LLC
DECREASED
Shares164,854 from 185,023
Change-20,169 (-11%)
Value$503.6K (-$179.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares141,236 from 87,310
Change+53,926 (+62%)
Value$431.5K (+$109.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares137,211 from 131,722
Change+5,489 (+4%)
Value$419.2K (-$66.9K)
Filed 2026-10-16
Pekin Hardy Strauss, Inc.
NEW
Shares114,500
Change+114,500
Value$349.8K
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares99,452 from 100,035
Change-583 (-1%)
Value$303.8K (-$65.3K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares79,914 from 29,650
Change+50,264 (+170%)
Value$244.1K (+$134.7K)
Filed 2026-10-26
Profund Advisors LLC
DECREASED
Shares55,064 from 72,624
Change-17,560 (-24%)
Value$168.2K (-$99.8K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares34,711 from 21,295
Change+13,416 (+63%)
Value$106.0K (+$27.5K)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares33,569 from 33,569
Change0 (0%)
Value$102.6K (-$21.3K)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares33,094 from 28,745
Change+4,349 (+15%)
Value$102.3K (-$3.8K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares32,024 from 32,041
Change-17 (0%)
Value$97.8K (-$20.4K)
Filed 2026-10-27
Arizona State Retirement System
INCREASED
Shares29,263 from 28,646
Change+617 (+2%)
Value$89.4K (-$16.3K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares25,830 from 25,830
Change0 (0%)
Value$78.9K (-$16.4K)
Filed 2026-10-29
Abacus Planning Group, Inc.
UNCHANGED
Shares25,188 from 25,188
Change0 (0%)
Value$76.9K (-$16.0K)
Filed 2026-11-02
Shelton Wealth Management, LLC
UNCHANGED
Shares19,105 from 19,105
Change0 (0%)
Value$58.4K (-$12.1K)
Filed 2026-10-16
ProShare Advisors LLC
DECREASED
Shares18,104 from 18,243
Change-139 (-1%)
Value$55.3K (-$12.0K)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares16,080 from 9
Change+16,071 (+178567%)
Value$49.1K (+$49.1K)
Filed 2026-11-06
Levin Capital Strategies, L.P.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$45.8K (-$9.5K)
Filed 2026-11-02
Dimensional Fund Advisors LP
DECREASED
Shares13,362 from 304,678
Change-291,316 (-96%)
Value$40.8K (-$1.1M)
Filed 2026-11-04
Pictet Asset Management Holding SA
UNCHANGED
Shares12,107 from 12,107
Change0 (0%)
Value$37.0K (-$7.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares11,479 from 15,096
Change-3,617 (-24%)
Value$41.1K (-$16.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,427 from 16,427
Change-5,000 (-30%)
Value$35 (-$61.0K)
Filed 2026-11-02
Thompson Davis & Co., Inc.
DECREASED
Shares11,090 from 14,590
Change-3,500 (-24%)
Value$33.9K (-$20.0K)
Filed 2026-11-05
Veratis Advisors, Inc.
NEW
Shares10,758
Change+10,758
Value$32.9K
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares10,548
Change+10,548
Value$32.2K
Filed 2026-10-23
Principal Financial Group Inc
NEW
Shares10,264
Change+10,264
Value$31.4K
Filed 2026-11-02
Forum Financial Management, LP
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$30.6K (-$6.4K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$30.6K (-$6.4K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares9,269 from 8,078
Change+1,191 (+15%)
Value$28.3K (-$1.5K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares5,300 from 5,000
Change+300 (+6%)
Value$16.2K (-$2.3K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares4,707 from 4,544
Change+163 (+4%)
Value$14.4K (-$2.4K)
Filed 2026-10-20
GF Fund Management Co. Ltd.
INCREASED
Shares4,162 from 3,822
Change+340 (+9%)
Value$12.7K (-$1.4K)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares2,922 from 536
Change+2,386 (+445%)
Value$8.9K (+$6.9K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED
Shares2,615 from 2,615
Change0 (0%)
Value$8.0K (-$1.7K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares1,037 from 580
Change+457 (+79%)
Value$3.2K (+$1.0K)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
DECREASED
Shares983 from 1,376
Change-393 (-29%)
Value$3.0K (-$2.1K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares761 from 586
Change+175 (+30%)
Value$2.3K (+$163)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares600
Change+600
Value$1.8K
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$1.5K (-$317)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares425 from 285
Change+140 (+49%)
Value$1.3K (+$250)
Filed 2026-10-27
Fortitude Family Office, LLC
DECREASED
Shares296 from 308
Change-12 (-4%)
Value$904 (-$233)
Filed 2026-10-14
US Bancorp \de\
NEW
Shares230
Change+230
Value$703
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares100
Change+100
Value$306
Filed 2026-10-21
Trust Co of Vermont
NEW
Shares75
Change+75
Value$229
Filed 2026-10-21
Covestor Ltd
DECREASED
Shares63 from 105
Change-42 (-40%)
Value$0 ($0)
Filed 2026-10-30
Nfsg Corp
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$137 (-$29)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares20 from 23
Change-3 (-13%)
Value$61 (-$24)
Filed 2026-10-16
IvyRock Asset Management (HK) Ltd
CLOSED
Shares0 from 41,800
Change-41,800 (-100%)
Value$0 (-$154.2K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 12,945
Change-12,945 (-100%)
Value$0 (-$47.8K)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1,644
Change-1,644 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-06
Eastern Bank
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$494)
Filed 2026-10-05
Farther Finance Advisors, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$203)
Filed 2026-10-08
Natixis
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$166)
Filed 2026-11-06
Essential Partners LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$100)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$11)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 9,602,041
Change-9,602,041 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 8,348,746
Change-8,348,746 (-100%)
Value—
State Street Corp
N/A
Shares— from 7,576,460
Change-7,576,460 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 5,237,332
Change-5,237,332 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,522,640
Change-4,522,640 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,969,082
Change-3,969,082 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,430,518
Change-3,430,518 (-100%)
Value—
Casdin Capital, LLC
N/A
Shares— from 3,167,175
Change-3,167,175 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 3,003,904
Change-3,003,904 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,794,689
Change-2,794,689 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 2,712,446
Change-2,712,446 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 2,407,018
Change-2,407,018 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,054,543
Change-2,054,543 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 1,997,552
Change-1,997,552 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,761,884
Change-1,761,884 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,524,511
Change-1,524,511 (-100%)
Value—
Redmile Group, LLC
N/A
Shares— from 1,389,632
Change-1,389,632 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 1,240,843
Change-1,240,843 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,240,429
Change-1,240,429 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 981,335
Change-981,335 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 961,826
Change-961,826 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 927,538
Change-927,538 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 912,597
Change-912,597 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 810,095
Change-810,095 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 768,001
Change-768,001 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 764,633
Change-764,633 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 708,963
Change-708,963 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 648,940
Change-648,940 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 648,479
Change-648,479 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 533,553
Change-533,553 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 449,060
Change-449,060 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 427,097
Change-427,097 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 340,365
Change-340,365 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 304,444
Change-304,444 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 275,931
Change-275,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 251,747
Change-251,747 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 225,799
Change-225,799 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 216,841
Change-216,841 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 215,708
Change-215,708 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 215,218
Change-215,218 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 209,490
Change-209,490 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 208,300
Change-208,300 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 208,057
Change-208,057 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 166,510
Change-166,510 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 162,338
Change-162,338 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 162,325
Change-162,325 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 161,510
Change-161,510 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 157,049
Change-157,049 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 151,136
Change-151,136 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 150,300
Change-150,300 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 145,275
Change-145,275 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 140,308
Change-140,308 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 118,464
Change-118,464 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 117,998
Change-117,998 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 117,909
Change-117,909 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 117,412
Change-117,412 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 116,754
Change-116,754 (-100%)
Value—
FIL Ltd
N/A
Shares— from 115,206
Change-115,206 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 114,472
Change-114,472 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 108,290
Change-108,290 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 103,801
Change-103,801 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 94,148
Change-94,148 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 92,174
Change-92,174 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 90,735
Change-90,735 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 88,029
Change-88,029 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 85,300
Change-85,300 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 82,305
Change-82,305 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 66,444
Change-66,444 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 66,101
Change-66,101 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 64,800
Change-64,800 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 60,900
Change-60,900 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 59,133
Change-59,133 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 59,021
Change-59,021 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 58,922
Change-58,922 (-100%)
Value—
&partners
N/A
Shares— from 57,460
Change-57,460 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 56,192
Change-56,192 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 50,994
Change-50,994 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 49,941
Change-49,941 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 44,269
Change-44,269 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 43,663
Change-43,663 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40,867
Change-40,867 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 30,751
Change-30,751 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,184
Change-29,184 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 29,183
Change-29,183 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,278
Change-28,278 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 27,353
Change-27,353 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 26,124
Change-26,124 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,389
Change-25,389 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 24,363
Change-24,363 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 21,174
Change-21,174 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 20,189
Change-20,189 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 20,138
Change-20,138 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 18,662
Change-18,662 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 18,516
Change-18,516 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 18,225
Change-18,225 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 16,503
Change-16,503 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 12,910
Change-12,910 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 11,301
Change-11,301 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,329
Change-10,329 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,398
Change-9,398 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,434
Change-8,434 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 961
Change-961 (-100%)
Value—
Quarry LP
N/A
Shares— from 540
Change-540 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 78
Change-78 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 42
Change-42 (-100%)
Value—
Status
Alphabet Inc.
UNCHANGED16,562,49816,562,49800%$61.1M$50.7M-$10.4M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
INCREASED2,911,5962,412,984+498,612+21%$8.9M$8.9M-$9.0K2026-10-29
Alessandra Capital Management, LLC
INCREASED800,773666,603+134,170+20%$2.5M$2.4M-$13.4K2026-10-30
Bank of New York Mellon Corp
DECREASED243,919246,344-2,425-1%$909.0K$745.2K-$163.8K2026-11-05
Barclays PLC
INCREASED209,21888,058+121,160+138%$324.9K$639.2K+$314.2K2026-11-06
Citigroup Inc
DECREASED167,328195,664-28,336-14%$722.0K$511.2K-$210.8K2026-11-04
Green Alpha Advisors, LLC
DECREASED164,854185,023-20,169-11%$682.7K$503.6K-$179.1K2026-10-08
Commonwealth Equity Services, LLC
INCREASED141,23687,310+53,926+62%$322.2K$431.5K+$109.3K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED137,211131,722+5,489+4%$486.1K$419.2K-$66.9K2026-10-16
Pekin Hardy Strauss, Inc.
NEW114,500—+114,500——$349.8K—2026-11-02
Milestone Asset Management, LLC
DECREASED99,452100,035-583-1%$369.1K$303.8K-$65.3K2026-10-15
Oppenheimer & Co Inc
INCREASED79,91429,650+50,264+170%$109.4K$244.1K+$134.7K2026-10-26
Profund Advisors LLC
DECREASED55,06472,624-17,560-24%$268.0K$168.2K-$99.8K2026-10-29
Creative Planning
INCREASED34,71121,295+13,416+63%$78.6K$106.0K+$27.5K2026-11-02
State of New Jersey Common Pension Fund D
UNCHANGED33,56933,56900%$123.9K$102.6K-$21.3K2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED33,09428,745+4,349+15%$106.1K$102.3K-$3.8K2026-10-28
Crestwood Advisors Group, LLC
DECREASED32,02432,041-170%$118.2K$97.8K-$20.4K2026-10-27
Arizona State Retirement System
INCREASED29,26328,646+617+2%$105.7K$89.4K-$16.3K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED25,83025,83000%$95.3K$78.9K-$16.4K2026-10-29
Abacus Planning Group, Inc.
UNCHANGED25,18825,18800%$92.9K$76.9K-$16.0K2026-11-02
Shelton Wealth Management, LLC
UNCHANGED19,10519,10500%$70.5K$58.4K-$12.1K2026-10-16
ProShare Advisors LLC
DECREASED18,10418,243-139-1%$67.3K$55.3K-$12.0K2026-10-29
Clearstead Advisors, LLC
INCREASED16,0809+16,071+178567%$34$49.1K+$49.1K2026-11-06
Levin Capital Strategies, L.P.
UNCHANGED15,00015,00000%$55.4K$45.8K-$9.5K2026-11-02
Dimensional Fund Advisors LP
DECREASED13,362304,678-291,316-96%$1.1M$40.8K-$1.1M2026-11-04
Pictet Asset Management Holding SA
UNCHANGED12,10712,10700%$44.7K$37.0K-$7.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED11,47915,096-3,617-24%$57.1K$41.1K-$16.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED11,42716,427-5,000-30%$61.0K$35-$61.0K2026-11-02
Thompson Davis & Co., Inc.
DECREASED11,09014,590-3,500-24%$53.8K$33.9K-$20.0K2026-11-05
Veratis Advisors, Inc.
NEW10,758—+10,758——$32.9K—2026-11-03
HB Wealth Management, LLC
NEW10,548—+10,548——$32.2K—2026-10-23
Principal Financial Group Inc
NEW10,264—+10,264——$31.4K—2026-11-02
Forum Financial Management, LP
UNCHANGED10,00010,00000%$36.9K$30.6K-$6.4K2026-10-16
Lanark Financial, Inc.
UNCHANGED10,00010,00000%$36.9K$30.6K-$6.4K2026-10-26
Mirae Asset Global Investments Co., Ltd.
INCREASED9,2698,078+1,191+15%$29.8K$28.3K-$1.5K2026-11-03
Signaturefd, LLC
INCREASED5,3005,000+300+6%$18.5K$16.2K-$2.3K2026-10-23
Nisa Investment Advisors, LLC
INCREASED4,7074,544+163+4%$16.8K$14.4K-$2.4K2026-10-20
GF Fund Management Co. Ltd.
INCREASED4,1623,822+340+9%$14.1K$12.7K-$1.4K2026-10-26
Sterling Capital Management LLC
INCREASED2,922536+2,386+445%$2.0K$8.9K+$6.9K2026-10-22
Owl Creek Wealth Partners LLC
UNCHANGED2,6152,61500%$9.7K$8.0K-$1.7K2026-10-20
SBI Securities Co., Ltd.
INCREASED1,037580+457+79%$2.1K$3.2K+$1.0K2026-10-22
EverSource Wealth Advisors, LLC
DECREASED9831,376-393-29%$5.1K$3.0K-$2.1K2026-11-04
Gamma Investing LLC
INCREASED761586+175+30%$2.2K$2.3K+$1632026-10-08
Ascentis Independent Advisors
NEW600—+600——$1.8K—2026-11-03
Fairman Group, LLC
UNCHANGED50050000%$1.8K$1.5K-$3172026-10-26
Parkside Financial Bank & Trust
INCREASED425285+140+49%$1.0K$1.3K+$2502026-10-27
Fortitude Family Office, LLC
DECREASED296308-12-4%$1.1K$904-$2332026-10-14
US Bancorp \de\
NEW230—+230——$703—2026-11-05
Root Financial Partners, LLC
NEW100—+100——$306—2026-10-21
Trust Co of Vermont
NEW75—+75——$229—2026-10-21
Covestor Ltd
DECREASED63105-42-40%$0$0$02026-10-30
Nfsg Corp
UNCHANGED454500%$166$137-$292026-10-15
IFP Advisors, Inc
DECREASED2023-3-13%$85$61-$242026-10-16
IvyRock Asset Management (HK) Ltd
CLOSED041,800-41,800-100%$154.2K$0-$154.2K2026-11-06
Prime Capital Investment Advisors, LLC
CLOSED012,945-12,945-100%$47.8K$0-$47.8K2026-10-20
Caitong International Asset Management Co., Ltd
CLOSED01,644-1,644-100%$6.1K$0-$6.1K2026-10-29
PNC Financial Services Group, Inc.
CLOSED0319-319-100%$1.2K$0-$1.2K2026-11-06
Eastern Bank
CLOSED0134-134-100%$494$0-$4942026-10-05
Farther Finance Advisors, LLC
CLOSED055-55-100%$203$0-$2032026-10-08
Natixis
CLOSED045-45-100%$166$0-$1662026-11-06
Essential Partners LLC
CLOSED027-27-100%$100$0-$1002026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED03-3-100%$11$0-$112026-10-07
BlackRock, Inc.
N/A—9,602,041-9,602,041-100%$35.4M———
ARK Investment Management LLC
N/A—8,348,746-8,348,746-100%$30.8M———
State Street Corp
N/A—7,576,460-7,576,460-100%$28.0M———
T. Rowe Price Investment Management, Inc.
N/A—5,237,332-5,237,332-100%$19.3M———
Vanguard Capital Management LLC
N/A—4,522,640-4,522,640-100%$16.7M———
Balyasny Asset Management L.P.
N/A—3,969,082-3,969,082-100%$14.6M———
Goldman Sachs Group Inc
N/A—3,430,518-3,430,518-100%$12.7M———
Casdin Capital, LLC
N/A—3,167,175-3,167,175-100%$11.7M———
Woodline Partners LP
N/A—3,003,904-3,003,904-100%$11.1M———
UBS Group AG
N/A—2,794,689-2,794,689-100%$10.3M———
Geode Capital Management, LLC
N/A—2,712,446-2,712,446-100%$10.0M———
Amova Asset Management Americas, Inc.
N/A—2,407,018-2,407,018-100%$8.9M———
Citadel Advisors LLC
N/A—2,054,543-2,054,543-100%$7.6M———
Adar1 Capital Management, LLC
N/A—1,997,552-1,997,552-100%$7.4M———
FMR LLC
N/A—1,761,884-1,761,884-100%$6.5M———
Two Sigma Investments, LP
N/A—1,524,511-1,524,511-100%$5.6M———
Redmile Group, LLC
N/A—1,389,632-1,389,632-100%$5.1M———
Farallon Capital Management, L.L.C.
N/A—1,240,843-1,240,843-100%$4.6M———
Jump Financial, LLC
N/A—1,240,429-1,240,429-100%$4.6M———
Bank of America Corp
N/A—981,335-981,335-100%$3.6M———
Vanguard Portfolio Management LLC
N/A—961,826-961,826-100%$3.5M———
Charles Schwab Investment Management Inc
N/A—927,538-927,538-100%$3.4M———
Northern Trust Corp
N/A—912,597-912,597-100%$3.4M———
JPMorgan Chase & Co
N/A—810,095-810,095-100%$3.0M———
Greenwich Wealth Management LLC
N/A—768,001-768,001-100%$2.8M———
Vanguard Fiduciary Trust Co
N/A—764,633-764,633-100%$2.8M———
Morgan Stanley
N/A—708,963-708,963-100%$2.6M———
D. E. Shaw & Co., Inc.
N/A—648,940-648,940-100%$2.4M———
Susquehanna International Group, LLP
N/A—648,479-648,479-100%$2.4M———
Point72 Asset Management, L.P.
N/A—533,553-533,553-100%$2.0M———
Moore Capital Management, LP
N/A—500,000-500,000-100%$1.8M———
Chelsea Counsel Co
N/A—449,060-449,060-100%$1.7M———
Millennium Management LLC
N/A—427,097-427,097-100%$1.6M———
HighTower Advisors, LLC
N/A—340,365-340,365-100%$1.3M———
Wellington Management Group LLP
N/A—304,444-304,444-100%$1.1M———
Nuveen, LLC
N/A—275,931-275,931-100%$1.0M———
Wells Fargo & Company
N/A—251,747-251,747-100%$928.9K———
IQ EQ Fund Management (Ireland) Ltd
N/A—225,799-225,799-100%$833.2K———
Marshall Wace, LLP
N/A—216,841-216,841-100%$800.1K———
XTX Topco Ltd
N/A—215,708-215,708-100%$796.0K———
Jain Global LLC
N/A—215,218-215,218-100%$794.2K———
Jupiter Asset Management LTD
N/A—209,490-209,490-100%$773.0K———
Swiss National Bank
N/A—208,300-208,300-100%$768.6K———
Peak6 LLC
N/A—208,057-208,057-100%$767.7K———
Keystone Financial Group
N/A—166,510-166,510-100%$614.4K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—162,338-162,338-100%$599.5K———
Price T Rowe Associates Inc
N/A—162,325-162,325-100%$599.0K———
HRT Financial LP
N/A—161,510-161,510-100%$595.0K———
California State Teachers Retirement System
N/A—157,049-157,049-100%$579.5K———
Bollard Group LLC
N/A—151,136-151,136-100%$558.0K———
Alliancebernstein L.P.
N/A—150,300-150,300-100%$523.0K———
Rafferty Asset Management, LLC
N/A—145,275-145,275-100%$536.1K———
Invesco Ltd.
N/A—140,308-140,308-100%$517.7K———
ExodusPoint Capital Management, LP
N/A—118,464-118,464-100%$437.1K———
AQR Capital Management LLC
N/A—117,998-117,998-100%$435.4K———
Virtus Investment Advisers, LLC
N/A—117,909-117,909-100%$435.1K———
Renaissance Technologies LLC
N/A—117,412-117,412-100%$433.3K———
Rhumbline Advisers
N/A—116,754-116,754-100%$430.8K———
FIL Ltd
N/A—115,206-115,206-100%$425.1K———
Deutsche Bank Ag\
N/A—114,472-114,472-100%$422.4K———
Steward Partners Investment Advisory, LLC
N/A—108,290-108,290-100%$399.6K———
Palumbo Wealth Management LLC
N/A—103,801-103,801-100%$383.0K———
TD Asset Management Inc
N/A—94,148-94,148-100%$347.4K———
LPL Financial LLC
N/A—92,174-92,174-100%$340.1K———
Rockefeller Capital Management L.P.
N/A—90,735-90,735-100%$334.8K———
Squarepoint Ops LLC
N/A—88,029-88,029-100%$324.8K———
UBS Asset Management Americas LLC
N/A—85,300-85,300-100%$314.8K———
LOS Angeles Capital Management LLC
N/A—82,305-82,305-100%$303.7K———
Legal & General Group Plc
N/A—66,444-66,444-100%$245.2K———
BNP Paribas Financial Markets
N/A—66,101-66,101-100%$243.9K———
Bridgeway Capital Management, LLC
N/A—64,800-64,800-100%$239.1K———
Jupiter Topco LLC
N/A—60,900-60,900-100%$224.4K———
Engineers Gate Manager LP
N/A—59,133-59,133-100%$218.2K———
Vanguard Asset Management, Ltd
N/A—59,021-59,021-100%$217.8K———
SG Americas Securities, LLC
N/A—58,922-58,922-100%$217.0K———
&partners
N/A—57,460-57,460-100%$210.6K———
MetLife Investment Management, LLC
N/A—56,192-56,192-100%$207.3K———
Russell Investments Group, Ltd.
N/A—50,994-50,994-100%$188.2K———
Ameriprise Financial Inc
N/A—49,941-49,941-100%$184.3K———
Mutual Advisors, LLC
N/A—45,000-45,000-100%$166.1K———
Vanguard Global Advisers, LLC
N/A—44,269-44,269-100%$163.4K———
Quadrature Capital Ltd
N/A—43,663-43,663-100%$161.1K———
Jones Financial Companies Lllp
N/A—40,867-40,867-100%$140.2K———
Police & Firemen's Retirement System of New Jersey
N/A—30,751-30,751-100%$113.5K———
Raymond James Financial Inc
N/A—29,184-29,184-100%$107.7K———
SEI Investments Co
N/A—29,183-29,183-100%$107.7K———
Envestnet Asset Management Inc
N/A—28,278-28,278-100%$104.3K———
Manufacturers Life Insurance Company, the
N/A—27,353-27,353-100%$100.9K———
Vanguard Investments Australia, Ltd.
N/A—26,124-26,124-100%$96.4K———
Mariner, LLC
N/A—25,389-25,389-100%$93.7K———
Intech Investment Management LLC
N/A—24,363-24,363-100%$89.9K———
Magnetar Financial LLC
N/A—21,174-21,174-100%$78.1K———
E Fund Management Co., Ltd.
N/A—20,484-20,484-100%$75.6K———
Schonfeld Strategic Advisors LLC
N/A—20,189-20,189-100%$74.5K———
Voya Investment Management LLC
N/A—20,138-20,138-100%$74.3K———
Vanguard Personalized Indexing Management, LLC
N/A—20,083-20,083-100%$74.1K———
CIBC World Market Inc.
N/A—18,662-18,662-100%$68.9K———
Graham Capital Management, L.P.
N/A—18,516-18,516-100%$68.3K———
KLP Kapitalforvaltning AS
N/A—18,500-18,500-100%$68.3K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—18,225-18,225-100%$67.3K———
IEQ Capital, LLC
N/A—16,503-16,503-100%$60.9K———
Prudential Financial Inc
N/A—14,755-14,755-100%$54.4K———
Sanctuary Advisors, LLC
N/A—13,400-13,400-100%$49.4K———
JTC Employer Solutions Trustee Ltd
N/A—13,249-13,249-100%$49.0K———
DRW Securities, LLC
N/A—13,106-13,106-100%$48.4K———
Brevan Howard Capital Management LP
N/A—12,910-12,910-100%$47.6K———
State of Wisconsin Investment Board
N/A—12,681-12,681-100%$46.8K———
Sequoia Financial Advisors, LLC
N/A—11,686-11,686-100%$43.1K———
Teacher Retirement System of Texas
N/A—11,440-11,440-100%$42.2K———
Wealthfront Advisers LLC
N/A—11,301-11,301-100%$41.7K———
Syon Capital LLC
N/A—11,077-11,077-100%$40.9K———
Victory Capital Management Inc
N/A—10,979-10,979-100%$40.5K———
Benjamin Edwards Inc
N/A—10,329-10,329-100%$38.1K———
Kingsview Wealth Management, LLC
N/A—10,000-10,000-100%$36.9K———
Federation des caisses Desjardins du Quebec
N/A—9,500-9,500-100%$35.1K———
Osaic Holdings, Inc.
N/A—9,398-9,398-100%$34.7K———
New York State Common Retirement Fund
N/A—8,434-8,434-100%$31.1K———
Ameritas Investment Partners, Inc.
N/A—8,407-8,407-100%$31.0K———
Tower Research Capital LLC (TRC)
N/A—6,683-6,683-100%$24.7K———
Royal Bank of Canada
N/A—5,853-5,853-100%$22.0K———
Glen Eagle Advisors, LLC
N/A—5,000-5,000-100%$18.5K———
Pacer Advisors, Inc.
N/A—2,426-2,426-100%$9.0K———
Allworth Financial LP
N/A—1,278-1,278-100%$4.7K———
NewEdge Advisors, LLC
N/A—1,000-1,000-100%$3.7K———
Arax Advisory Partners
N/A—961-961-100%$3.5K———
Quarry LP
N/A—540-540-100%$2.0K———
Rothschild Investment LLC
N/A—384-384-100%$1.4K———
Basecamp Wealth Advisors LLC
N/A—292-292-100%$1.1K———
Optiver Holding B.V.
N/A—260-260-100%$959———
Sachetta, LLC
N/A—100-100-100%$369———
Harbour Investments, Inc.
N/A—78-78-100%$288———
National Bank of Canada
N/A—42-42-100%$155———
Showing 194 of 194 institutions