Pro-Dex Inc (PDEX)

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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Dimensional Fund Advisors LP

INCREASED

Shares62,633 from 57,061

Change+5,572 (+10%)

Value$4.3M (+$981.1K)

Filed 2026-11-04

Pekin Hardy Strauss, Inc.

INCREASED

Shares22,800 from 16,500

Change+6,300 (+38%)

Value$1.6M (+$607.1K)

Filed 2026-11-02

Ellsworth Advisors, LLC

NEW

Shares16,904

Change+16,904

Value$1.2M

Filed 2026-10-15

Bank of New York Mellon Corp

INCREASED

Shares15,530 from 11,587

Change+3,943 (+34%)

Value$1.1M (+$393.2K)

Filed 2026-11-05

Ritholtz Wealth Management

INCREASED

Shares7,288 from 4,620

Change+2,668 (+58%)

Value$502.9K (+$232.4K)

Filed 2026-11-05

Strs Ohio

NEW

Shares4,100

Change+4,100

Value$282.9K

Filed 2026-10-30

Focus Financial Network, Inc.

NEW

Shares3,000

Change+3,000

Value$207.0K

Filed 2026-10-14

James Investment Research, Inc.

NEW

Shares3,000

Change+3,000

Value$207.0K

Filed 2026-10-22

Citigroup Inc

INCREASED

Shares1,264 from 973

Change+291 (+30%)

Value$87.2K (+$30.2K)

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares120

Change+120

Value$8.3K

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares68 from 7

Change+61 (+871%)

Value$4.7K (+$4.3K)

Filed 2026-10-22

Hurley Capital, LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$4.1K (+$627)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares33 from 4

Change+29 (+725%)

Value$2.3K (+$2.0K)

Filed 2026-10-26

Gamma Investing LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$1.2K (+$188)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares12

Change+12

Value$828

Filed 2026-10-21

Farther Finance Advisors, LLC

DECREASED

Shares10 from 11

Change-1 (-9%)

Value$690 (+$46)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

NEW

Shares9

Change+9

Value$621

Filed 2026-10-20

Essential Partners LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$483 (+$73)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

DECREASED

Shares2 from 3

Change-1 (-33%)

Value$138 (-$38)

Filed 2026-11-04

True Wealth Design, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$69 (+$10)

Filed 2026-10-13

Bailard, Inc.

CLOSED

Shares0 from 4,955

Change-4,955 (-100%)

Value$0 (-$290.1K)

Filed 2026-10-13

BlackRock, Inc.

N/A

Shares— from 153,178

Change-153,178 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 82,283

Change-82,283 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 52,735

Change-52,735 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 49,636

Change-49,636 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 32,287

Change-32,287 (-100%)

Value—

State Street Corp

N/A

Shares— from 31,310

Change-31,310 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 18,711

Change-18,711 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 15,945

Change-15,945 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 15,615

Change-15,615 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 14,332

Change-14,332 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 14,297

Change-14,297 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,638

Change-13,638 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 13,300

Change-13,300 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 10,835

Change-10,835 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 9,799

Change-9,799 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,514

Change-9,514 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 9,247

Change-9,247 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,060

Change-9,060 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,664

Change-8,664 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,950

Change-7,950 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 7,081

Change-7,081 (-100%)

Value—

Morgan Dempsey Capital Management LLC

N/A

Shares— from 6,716

Change-6,716 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 5,934

Change-5,934 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 5,496

Change-5,496 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 5,156

Change-5,156 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 5,081

Change-5,081 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 4,777

Change-4,777 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,632

Change-4,632 (-100%)

Value—

Greenhaven Road Investment Management, L.P.

N/A

Shares— from 3,585

Change-3,585 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 3,516

Change-3,516 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,891

Change-1,891 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 1,831

Change-1,831 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 1,502

Change-1,502 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,310

Change-1,310 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,090

Change-1,090 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,024

Change-1,024 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 955

Change-955 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 725

Change-725 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 637

Change-637 (-100%)

Value—

Lavaca Capital LLC

N/A

Shares— from 353

Change-353 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 350

Change-350 (-100%)

Value—

Barclays PLC

N/A

Shares— from 305

Change-305 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

FMR LLC

N/A

Shares— from 256

Change-256 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 216

Change-216 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 211

Change-211 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 192

Change-192 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 29

Change-29 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	62,633	57,061	+5,572	+10%	$3.3M	$4.3M	+$981.1K	2026-11-04
Pekin Hardy Strauss, Inc.	INCREASED	22,800	16,500	+6,300	+38%	$966.1K	$1.6M	+$607.1K	2026-11-02
Ellsworth Advisors, LLC	NEW	16,904	—	+16,904	—	—	$1.2M	—	2026-10-15
Bank of New York Mellon Corp	INCREASED	15,530	11,587	+3,943	+34%	$678.4K	$1.1M	+$393.2K	2026-11-05
Ritholtz Wealth Management	INCREASED	7,288	4,620	+2,668	+58%	$270.5K	$502.9K	+$232.4K	2026-11-05
Strs Ohio	NEW	4,100	—	+4,100	—	—	$282.9K	—	2026-10-30
Focus Financial Network, Inc.	NEW	3,000	—	+3,000	—	—	$207.0K	—	2026-10-14
James Investment Research, Inc.	NEW	3,000	—	+3,000	—	—	$207.0K	—	2026-10-22
Citigroup Inc	INCREASED	1,264	973	+291	+30%	$57.0K	$87.2K	+$30.2K	2026-11-04
Ascentis Independent Advisors	NEW	120	—	+120	—	—	$8.3K	—	2026-11-03
Sterling Capital Management LLC	INCREASED	68	7	+61	+871%	$410	$4.7K	+$4.3K	2026-10-22
Hurley Capital, LLC	UNCHANGED	60	60	0	0%	$3.5K	$4.1K	+$627	2026-11-05
SJS Investment Consulting Inc.	INCREASED	33	4	+29	+725%	$235	$2.3K	+$2.0K	2026-10-26
Gamma Investing LLC	UNCHANGED	18	18	0	0%	$1.1K	$1.2K	+$188	2026-10-08
Root Financial Partners, LLC	NEW	12	—	+12	—	—	$828	—	2026-10-21
Farther Finance Advisors, LLC	DECREASED	10	11	-1	-9%	$644	$690	+$46	2026-10-08
Physician Wealth Advisors, Inc.	NEW	9	—	+9	—	—	$621	—	2026-10-20
Essential Partners LLC	UNCHANGED	7	7	0	0%	$410	$483	+$73	2026-10-14
EverSource Wealth Advisors, LLC	DECREASED	2	3	-1	-33%	$176	$138	-$38	2026-11-04
True Wealth Design, LLC	UNCHANGED	1	1	0	0%	$59	$69	+$10	2026-10-13
Bailard, Inc.	CLOSED	0	4,955	-4,955	-100%	$290.1K	$0	-$290.1K	2026-10-13
BlackRock, Inc.	N/A	—	153,178	-153,178	-100%	$9.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	82,283	-82,283	-100%	$4.8M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	52,735	-52,735	-100%	$3.1M	—	—	—
Geode Capital Management, LLC	N/A	—	49,636	-49,636	-100%	$2.9M	—	—	—
JPMorgan Chase & Co	N/A	—	32,287	-32,287	-100%	$1.9M	—	—	—
State Street Corp	N/A	—	31,310	-31,310	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	18,711	-18,711	-100%	$1.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	15,945	-15,945	-100%	$933.6K	—	—	—
Northern Trust Corp	N/A	—	15,615	-15,615	-100%	$914.3K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	14,332	-14,332	-100%	$839.1K	—	—	—
LPL Financial LLC	N/A	—	14,297	-14,297	-100%	$837.1K	—	—	—
Jane Street Group, LLC	N/A	—	13,638	-13,638	-100%	$798.5K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	13,300	-13,300	-100%	$778.7K	—	—	—
Corsair Capital Management, L.P.	N/A	—	10,835	-10,835	-100%	$634.4K	—	—	—
Bard Associates Inc	N/A	—	9,799	-9,799	-100%	$573.7K	—	—	—
HRT Financial LP	N/A	—	9,514	-9,514	-100%	$557.0K	—	—	—
Nuveen, LLC	N/A	—	9,247	-9,247	-100%	$541.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,060	-9,060	-100%	$530.5K	—	—	—
Morgan Stanley	N/A	—	8,664	-8,664	-100%	$507.3K	—	—	—
XTX Topco Ltd	N/A	—	7,950	-7,950	-100%	$465.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	7,081	-7,081	-100%	$414.6K	—	—	—
Morgan Dempsey Capital Management LLC	N/A	—	6,716	-6,716	-100%	$393.7K	—	—	—
First Trust Advisors LP	N/A	—	5,934	-5,934	-100%	$347.4K	—	—	—
Navellier & Associates Inc	N/A	—	5,496	-5,496	-100%	$321.8K	—	—	—
Marshall Wace, LLP	N/A	—	5,156	-5,156	-100%	$301.9K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	5,081	-5,081	-100%	$297.5K	—	—	—
Millennium Management LLC	N/A	—	4,777	-4,777	-100%	$279.7K	—	—	—
UBS Group AG	N/A	—	4,632	-4,632	-100%	$271.2K	—	—	—
Greenhaven Road Investment Management, L.P.	N/A	—	3,585	-3,585	-100%	$209.9K	—	—	—
Virtu Financial LLC	N/A	—	3,516	-3,516	-100%	$206.0K	—	—	—
Wells Fargo & Company	N/A	—	1,891	-1,891	-100%	$110.7K	—	—	—
Deutsche Bank Ag\	N/A	—	1,831	-1,831	-100%	$107.2K	—	—	—
Rhumbline Advisers	N/A	—	1,502	-1,502	-100%	$87.9K	—	—	—
Royal Bank of Canada	N/A	—	1,310	-1,310	-100%	$77.0K	—	—	—
New York State Common Retirement Fund	N/A	—	1,090	-1,090	-100%	$63.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,024	-1,024	-100%	$60.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,000	-1,000	-100%	$58.6K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	955	-955	-100%	$55.9K	—	—	—
Russell Investments Group, Ltd.	N/A	—	725	-725	-100%	$42.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	637	-637	-100%	$37.3K	—	—	—
Lavaca Capital LLC	N/A	—	353	-353	-100%	$20.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	350	-350	-100%	$20.5K	—	—	—
Barclays PLC	N/A	—	305	-305	-100%	$17.9K	—	—	—
Acadian Asset Management LLC	N/A	—	259	-259	-100%	$15	—	—	—
FMR LLC	N/A	—	256	-256	-100%	$15.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	216	-216	-100%	$12.6K	—	—	—
Arax Advisory Partners	N/A	—	211	-211	-100%	$12.4K	—	—	—
Legal & General Group Plc	N/A	—	192	-192	-100%	$11.2K	—	—	—
Harbour Investments, Inc.	N/A	—	100	-100	-100%	$5.9K	—	—	—
California State Teachers Retirement System	N/A	—	29	-29	-100%	$1.7K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	26	-26	-100%	$1.5K	—	—	—
Allworth Financial LP	N/A	—	6	-6	-100%	$352	—	—	—

Showing 73 of 73 institutions