Pubmatic Inc (PUBM)

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

DECREASED

Shares1,294,792 from 1,491,121

Change-196,329 (-13%)

Value$24.3M (+$4.7M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares1,061,030 from 991,800

Change+69,230 (+7%)

Value$19.9M (+$6.9M)

Filed 2026-11-06

Simcoe Capital LLC

DECREASED

Shares479,314 from 693,903

Change-214,589 (-31%)

Value$9.0M (-$126.5K)

Filed 2026-11-05

CenterBook Partners LP

DECREASED

Shares198,203 from 413,983

Change-215,780 (-52%)

Value$3.7M (-$1.7M)

Filed 2026-11-02

Avestar Capital, LLC

INCREASED

Shares192,688 from 55,000

Change+137,688 (+250%)

Value$3.6M (+$2.9M)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares155,596 from 83,628

Change+71,968 (+86%)

Value$2.9M (+$1.8M)

Filed 2026-11-06

Diversified Investment Strategies, LLC

INCREASED

Shares143,000 from 140,000

Change+3,000 (+2%)

Value$2.7M (+$841.6K)

Filed 2026-10-28

Bank of New York Mellon Corp

DECREASED

Shares120,708 from 121,540

Change-832 (-1%)

Value$2.3M (+$666.3K)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares88,923 from 93,716

Change-4,793 (-5%)

Value$1.7M (+$436.0K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares73,872 from 57,143

Change+16,729 (+29%)

Value$1.4M (+$633.9K)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares61,214 from 59,016

Change+2,198 (+4%)

Value$1.1M (+$372.3K)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares59,800 from 38,000

Change+21,800 (+57%)

Value$1.1M (+$621.5K)

Filed 2026-10-30

Citigroup Inc

INCREASED

Shares41,001 from 20,768

Change+20,233 (+97%)

Value$767.9K (+$495.5K)

Filed 2026-11-04

State of Wyoming

DECREASED

Shares40,428 from 45,405

Change-4,977 (-11%)

Value$757.2K (+$161.5K)

Filed 2026-10-28

Inspire Investing, LLC

DECREASED

Shares34,159 from 51,670

Change-17,511 (-34%)

Value$639.8K (-$38.1K)

Filed 2026-10-22

Diversified Trust Co

INCREASED

Shares28,841 from 17,564

Change+11,277 (+64%)

Value$540.2K (+$309.8K)

Filed 2026-11-06

Allworth Financial LP

INCREASED

Shares25,720 from 25,719

Change+1 (0%)

Value$337.4K (+$13)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares25,656

Change+25,656

Value$480.5K

Filed 2026-10-16

Imc-Chicago, LLC

DECREASED

Shares25,515 from 50,081

Change-24,566 (-49%)

Value$477.9K (-$179.2K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

NEW

Shares23,515

Change+23,515

Value$440

Filed 2026-11-02

Sterling Capital Management LLC

DECREASED

Shares21,428 from 21,457

Change-29 (0%)

Value$401.3K (+$119.8K)

Filed 2026-10-22

Simplex Trading, LLC

DECREASED

Shares20,420 from 59,051

Change-38,631 (-65%)

Value$382.5K (-$392.3K)

Filed 2026-11-04

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,096 from 14,545

Change+551 (+4%)

Value$282.0K (+$84.9K)

Filed 2026-10-13

Inscription Capital, LLC

DECREASED

Shares10,911 from 11,485

Change-574 (-5%)

Value$204.4K (+$53.7K)

Filed 2026-11-02

Versant Capital Management, Inc

DECREASED

Shares10,060 from 10,657

Change-597 (-6%)

Value$188.4K (+$48.6K)

Filed 2026-10-02

Gamma Investing LLC

INCREASED

Shares4,385 from 4,364

Change+21 (+0%)

Value$82.1K (+$24.9K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,869 from 2,869

Change0 (0%)

Value$53.7K (+$16.1K)

Filed 2026-10-20

Parkside Financial Bank & Trust

NEW

Shares2,347

Change+2,347

Value$44.0K

Filed 2026-10-27

Mirae Asset Global Investments Co., Ltd.

DECREASED

Shares2,084 from 2,246

Change-162 (-7%)

Value$39.0K (+$9.6K)

Filed 2026-11-03

New York State Teachers Retirement System

NEW

Shares1,731

Change+1,731

Value$32

Filed 2026-10-22

State of Alaska, Department of Revenue

INCREASED

Shares1,600 from 1,267

Change+333 (+26%)

Value$29 (+$13)

Filed 2026-10-15

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares808 from 808

Change0 (0%)

Value$15.1K (+$4.5K)

Filed 2026-10-05

EverSource Wealth Advisors, LLC

INCREASED

Shares656 from 634

Change+22 (+3%)

Value$12.3K (+$4.0K)

Filed 2026-11-04

KFG LLC

NEW

Shares624

Change+624

Value$11.7K

Filed 2026-11-02

Covestor Ltd

DECREASED

Shares560 from 826

Change-266 (-32%)

Value$10 ($0)

Filed 2026-10-30

Adirondack Trust Co

UNCHANGED

Shares549 from 549

Change0 (0%)

Value$10.3K (+$3.1K)

Filed 2026-10-14

Essential Partners LLC

UNCHANGED

Shares545 from 545

Change0 (0%)

Value$10.2K (+$3.1K)

Filed 2026-10-14

SBI Securities Co., Ltd.

DECREASED

Shares513 from 528

Change-15 (-3%)

Value$9.6K (+$2.7K)

Filed 2026-10-22

Nfsg Corp

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$9.4K (+$2.8K)

Filed 2026-10-15

Farther Finance Advisors, LLC

INCREASED

Shares452 from 397

Change+55 (+14%)

Value$8.5K (+$3.3K)

Filed 2026-10-08

True Wealth Design, LLC

UNCHANGED

Shares402 from 402

Change0 (0%)

Value$7.5K (+$2.3K)

Filed 2026-10-13

Parallel Advisors, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$5.6K (+$1.7K)

Filed 2026-11-03

Financial Consulate, Inc

NEW

Shares224

Change+224

Value$4.2K

Filed 2026-10-23

Zions Bancorporation, National Association

UNCHANGED

Shares201 from 201

Change0 (0%)

Value$3.8K (+$1.1K)

Filed 2026-11-06

Clearstead Advisors, LLC

INCREASED

Shares176 from 5

Change+171 (+3420%)

Value$3.3K (+$3.2K)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares125

Change+125

Value$2.3K

Filed 2026-10-21

Signaturefd, LLC

UNCHANGED

Shares114 from 114

Change0 (0%)

Value$2.1K (+$639)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

DECREASED

Shares88 from 2,444

Change-2,356 (-96%)

Value$1.6K (-$30.4K)

Filed 2026-10-29

Bare Financial Services, Inc

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$1.4K (+$426)

Filed 2026-11-04

PNC Financial Services Group, Inc.

UNCHANGED

Shares74 from 74

Change0 (0%)

Value$1.4K (+$415)

Filed 2026-11-06

SJS Investment Consulting Inc.

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$1.1K (+$331)

Filed 2026-10-26

Physician Wealth Advisors, Inc.

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$825 (+$247)

Filed 2026-10-20

US Bancorp \de\

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$787 (+$236)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares25

Change+25

Value$468

Filed 2026-11-03

Fortitude Family Office, LLC

NEW

Shares3

Change+3

Value$56

Filed 2026-10-14

Fifth Third Bancorp

CLOSED

Shares0 from 335

Change-335 (-100%)

Value$0 (-$4.4K)

Filed 2026-11-05

Graham Holdings Co

N/A

Shares— from 3,398,904

Change-3,398,904 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,279,530

Change-3,279,530 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,661,312

Change-1,661,312 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,573,911

Change-1,573,911 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 1,421,049

Change-1,421,049 (-100%)

Value—

Whitefort Capital Management, LP

N/A

Shares— from 1,110,656

Change-1,110,656 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 947,548

Change-947,548 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 862,996

Change-862,996 (-100%)

Value—

State Street Corp

N/A

Shares— from 854,147

Change-854,147 (-100%)

Value—

S Squared Technology, LLC

N/A

Shares— from 748,099

Change-748,099 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 644,593

Change-644,593 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 642,076

Change-642,076 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 638,102

Change-638,102 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 619,290

Change-619,290 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 464,187

Change-464,187 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 414,880

Change-414,880 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 382,525

Change-382,525 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 348,134

Change-348,134 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 303,624

Change-303,624 (-100%)

Value—

P.A.W. Capital Corp

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 287,735

Change-287,735 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 286,438

Change-286,438 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 284,256

Change-284,256 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 249,688

Change-249,688 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 240,677

Change-240,677 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 240,578

Change-240,578 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 224,952

Change-224,952 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 223,316

Change-223,316 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 199,131

Change-199,131 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 195,563

Change-195,563 (-100%)

Value—

UBS Group AG

N/A

Shares— from 186,033

Change-186,033 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 182,447

Change-182,447 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 181,615

Change-181,615 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 175,300

Change-175,300 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 173,956

Change-173,956 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 158,250

Change-158,250 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 134,001

Change-134,001 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 103,232

Change-103,232 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 100,612

Change-100,612 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 86,059

Change-86,059 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 85,805

Change-85,805 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 84,859

Change-84,859 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 79,362

Change-79,362 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 72,405

Change-72,405 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 66,426

Change-66,426 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 63,342

Change-63,342 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 62,137

Change-62,137 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 58,500

Change-58,500 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 57,318

Change-57,318 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 53,085

Change-53,085 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 49,564

Change-49,564 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 44,320

Change-44,320 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 42,900

Change-42,900 (-100%)

Value—

Fuller & Thaler Asset Management, Inc.

N/A

Shares— from 36,441

Change-36,441 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 36,200

Change-36,200 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 33,501

Change-33,501 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 32,904

Change-32,904 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 32,040

Change-32,040 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 28,268

Change-28,268 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 24,504

Change-24,504 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,381

Change-24,381 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 22,828

Change-22,828 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 22,630

Change-22,630 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 22,119

Change-22,119 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 20,950

Change-20,950 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 19,416

Change-19,416 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 18,913

Change-18,913 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,830

Change-17,830 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 17,416

Change-17,416 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 16,977

Change-16,977 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 15,974

Change-15,974 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 15,109

Change-15,109 (-100%)

Value—

Jasper Ridge Partners, L.P.

N/A

Shares— from 15,032

Change-15,032 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 13,371

Change-13,371 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 12,458

Change-12,458 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,430

Change-12,430 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 12,059

Change-12,059 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 11,752

Change-11,752 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 11,560

Change-11,560 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 11,499

Change-11,499 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 11,350

Change-11,350 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,307

Change-11,307 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 10,907

Change-10,907 (-100%)

Value—

Caxton Associates LLP

N/A

Shares— from 10,888

Change-10,888 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,911

Change-8,911 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,459

Change-8,459 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,639

Change-6,639 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,222

Change-6,222 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,056

Change-3,056 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,042

Change-2,042 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,953

Change-1,953 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,393

Change-1,393 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 768

Change-768 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 757

Change-757 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 538

Change-538 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 333

Change-333 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 318

Change-318 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 174

Change-174 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 125

Change-125 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 122

Change-122 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 50

Change-50 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	1,294,792	1,491,121	-196,329	-13%	$19.6M	$24.3M	+$4.7M	2026-11-04
Geode Capital Management, LLC	INCREASED	1,061,030	991,800	+69,230	+7%	$13.0M	$19.9M	+$6.9M	2026-11-06
Simcoe Capital LLC	DECREASED	479,314	693,903	-214,589	-31%	$9.1M	$9.0M	-$126.5K	2026-11-05
CenterBook Partners LP	DECREASED	198,203	413,983	-215,780	-52%	$5.4M	$3.7M	-$1.7M	2026-11-02
Avestar Capital, LLC	INCREASED	192,688	55,000	+137,688	+250%	$721.6K	$3.6M	+$2.9M	2026-10-28
Russell Investments Group, Ltd.	INCREASED	155,596	83,628	+71,968	+86%	$1.1M	$2.9M	+$1.8M	2026-11-06
Diversified Investment Strategies, LLC	INCREASED	143,000	140,000	+3,000	+2%	$1.8M	$2.7M	+$841.6K	2026-10-28
Bank of New York Mellon Corp	DECREASED	120,708	121,540	-832	-1%	$1.6M	$2.3M	+$666.3K	2026-11-05
Deutsche Bank Ag\	DECREASED	88,923	93,716	-4,793	-5%	$1.2M	$1.7M	+$436.0K	2026-11-06
Creative Planning	INCREASED	73,872	57,143	+16,729	+29%	$749.7K	$1.4M	+$633.9K	2026-11-02
Barclays PLC	INCREASED	61,214	59,016	+2,198	+4%	$774.3K	$1.1M	+$372.3K	2026-11-06
Strs Ohio	INCREASED	59,800	38,000	+21,800	+57%	$498.6K	$1.1M	+$621.5K	2026-10-30
Citigroup Inc	INCREASED	41,001	20,768	+20,233	+97%	$272.5K	$767.9K	+$495.5K	2026-11-04
State of Wyoming	DECREASED	40,428	45,405	-4,977	-11%	$595.7K	$757.2K	+$161.5K	2026-10-28
Inspire Investing, LLC	DECREASED	34,159	51,670	-17,511	-34%	$677.9K	$639.8K	-$38.1K	2026-10-22
Diversified Trust Co	INCREASED	28,841	17,564	+11,277	+64%	$230.4K	$540.2K	+$309.8K	2026-11-06
Allworth Financial LP	INCREASED	25,720	25,719	+1	0%	$337.4K	$337.4K	+$13	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	25,656	—	+25,656	—	—	$480.5K	—	2026-10-16
Imc-Chicago, LLC	DECREASED	25,515	50,081	-24,566	-49%	$657.1K	$477.9K	-$179.2K	2026-11-05
Cambridge Investment Research Advisors, Inc.	NEW	23,515	—	+23,515	—	—	$440	—	2026-11-02
Sterling Capital Management LLC	DECREASED	21,428	21,457	-29	0%	$281.5K	$401.3K	+$119.8K	2026-10-22
Simplex Trading, LLC	DECREASED	20,420	59,051	-38,631	-65%	$774.7K	$382.5K	-$392.3K	2026-11-04
Wealth Enhancement Advisory Services, LLC	INCREASED	15,096	14,545	+551	+4%	$197.1K	$282.0K	+$84.9K	2026-10-13
Inscription Capital, LLC	DECREASED	10,911	11,485	-574	-5%	$150.7K	$204.4K	+$53.7K	2026-11-02
Versant Capital Management, Inc	DECREASED	10,060	10,657	-597	-6%	$139.8K	$188.4K	+$48.6K	2026-10-02
Gamma Investing LLC	INCREASED	4,385	4,364	+21	+0%	$57.3K	$82.1K	+$24.9K	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	2,869	2,869	0	0%	$37.6K	$53.7K	+$16.1K	2026-10-20
Parkside Financial Bank & Trust	NEW	2,347	—	+2,347	—	—	$44.0K	—	2026-10-27
Mirae Asset Global Investments Co., Ltd.	DECREASED	2,084	2,246	-162	-7%	$29.5K	$39.0K	+$9.6K	2026-11-03
New York State Teachers Retirement System	NEW	1,731	—	+1,731	—	—	$32	—	2026-10-22
State of Alaska, Department of Revenue	INCREASED	1,600	1,267	+333	+26%	$16	$29	+$13	2026-10-15
MassMutual Private Wealth & Trust, FSB	UNCHANGED	808	808	0	0%	$10.6K	$15.1K	+$4.5K	2026-10-05
EverSource Wealth Advisors, LLC	INCREASED	656	634	+22	+3%	$8.3K	$12.3K	+$4.0K	2026-11-04
KFG LLC	NEW	624	—	+624	—	—	$11.7K	—	2026-11-02
Covestor Ltd	DECREASED	560	826	-266	-32%	$10	$10	$0	2026-10-30
Adirondack Trust Co	UNCHANGED	549	549	0	0%	$7.2K	$10.3K	+$3.1K	2026-10-14
Essential Partners LLC	UNCHANGED	545	545	0	0%	$7.2K	$10.2K	+$3.1K	2026-10-14
SBI Securities Co., Ltd.	DECREASED	513	528	-15	-3%	$6.9K	$9.6K	+$2.7K	2026-10-22
Nfsg Corp	UNCHANGED	500	500	0	0%	$6.6K	$9.4K	+$2.8K	2026-10-15
Farther Finance Advisors, LLC	INCREASED	452	397	+55	+14%	$5.2K	$8.5K	+$3.3K	2026-10-08
True Wealth Design, LLC	UNCHANGED	402	402	0	0%	$5.3K	$7.5K	+$2.3K	2026-10-13
Parallel Advisors, LLC	UNCHANGED	300	300	0	0%	$3.9K	$5.6K	+$1.7K	2026-11-03
Financial Consulate, Inc	NEW	224	—	+224	—	—	$4.2K	—	2026-10-23
Zions Bancorporation, National Association	UNCHANGED	201	201	0	0%	$2.6K	$3.8K	+$1.1K	2026-11-06
Clearstead Advisors, LLC	INCREASED	176	5	+171	+3420%	$66	$3.3K	+$3.2K	2026-11-06
Root Financial Partners, LLC	NEW	125	—	+125	—	—	$2.3K	—	2026-10-21
Signaturefd, LLC	UNCHANGED	114	114	0	0%	$1.5K	$2.1K	+$639	2026-10-23
Caitong International Asset Management Co., Ltd	DECREASED	88	2,444	-2,356	-96%	$32.1K	$1.6K	-$30.4K	2026-10-29
Bare Financial Services, Inc	UNCHANGED	76	76	0	0%	$997	$1.4K	+$426	2026-11-04
PNC Financial Services Group, Inc.	UNCHANGED	74	74	0	0%	$971	$1.4K	+$415	2026-11-06
SJS Investment Consulting Inc.	UNCHANGED	59	59	0	0%	$775	$1.1K	+$331	2026-10-26
Physician Wealth Advisors, Inc.	UNCHANGED	44	44	0	0%	$578	$825	+$247	2026-10-20
US Bancorp \de\	UNCHANGED	42	42	0	0%	$551	$787	+$236	2026-11-05
Ascentis Wealth Management, LLC	NEW	25	—	+25	—	—	$468	—	2026-11-03
Fortitude Family Office, LLC	NEW	3	—	+3	—	—	$56	—	2026-10-14
Fifth Third Bancorp	CLOSED	0	335	-335	-100%	$4.4K	$0	-$4.4K	2026-11-05
Graham Holdings Co	N/A	—	3,398,904	-3,398,904	-100%	$44.6M	—	—	—
BlackRock, Inc.	N/A	—	3,279,530	-3,279,530	-100%	$43.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,661,312	-1,661,312	-100%	$21.8M	—	—	—
Acadian Asset Management LLC	N/A	—	1,573,911	-1,573,911	-100%	$20.6M	—	—	—
Renaissance Technologies LLC	N/A	—	1,421,049	-1,421,049	-100%	$18.6M	—	—	—
Whitefort Capital Management, LP	N/A	—	1,110,656	-1,110,656	-100%	$14.6M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	947,548	-947,548	-100%	$12.4M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	862,996	-862,996	-100%	$11.3M	—	—	—
State Street Corp	N/A	—	854,147	-854,147	-100%	$11.2M	—	—	—
S Squared Technology, LLC	N/A	—	748,099	-748,099	-100%	$9.8M	—	—	—
Highbridge Capital Management LLC	N/A	—	644,593	-644,593	-100%	$8.4M	—	—	—
American Century Companies Inc	N/A	—	642,076	-642,076	-100%	$8.4M	—	—	—
Two Sigma Investments, LP	N/A	—	638,102	-638,102	-100%	$8.4M	—	—	—
Royal Bank of Canada	N/A	—	619,290	-619,290	-100%	$8.1M	—	—	—
Nuveen, LLC	N/A	—	464,187	-464,187	-100%	$6.1M	—	—	—
Citadel Advisors LLC	N/A	—	414,880	-414,880	-100%	$5.4M	—	—	—
Trexquant Investment LP	N/A	—	382,525	-382,525	-100%	$5.0M	—	—	—
Northern Trust Corp	N/A	—	348,134	-348,134	-100%	$4.6M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	303,624	-303,624	-100%	$4.0M	—	—	—
P.A.W. Capital Corp	N/A	—	300,000	-300,000	-100%	$3.9M	—	—	—
Panagora Asset Management Inc	N/A	—	287,735	-287,735	-100%	$3.8M	—	—	—
AQR Capital Management LLC	N/A	—	286,438	-286,438	-100%	$3.8M	—	—	—
Morgan Stanley	N/A	—	284,256	-284,256	-100%	$3.7M	—	—	—
Quantinno Capital Management LP	N/A	—	249,688	-249,688	-100%	$3.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	240,677	-240,677	-100%	$3.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	240,578	-240,578	-100%	$3.2M	—	—	—
JPMorgan Chase & Co	N/A	—	224,952	-224,952	-100%	$2.9M	—	—	—
Franklin Resources Inc	N/A	—	223,316	-223,316	-100%	$2.9M	—	—	—
Jane Street Group, LLC	N/A	—	199,131	-199,131	-100%	$2.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	195,563	-195,563	-100%	$2.6M	—	—	—
UBS Group AG	N/A	—	186,033	-186,033	-100%	$2.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	182,447	-182,447	-100%	$2.4M	—	—	—
Boothbay Fund Management, LLC	N/A	—	181,615	-181,615	-100%	$2.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	175,300	-175,300	-100%	$2.3M	—	—	—
Bank of America Corp	N/A	—	173,956	-173,956	-100%	$2.3M	—	—	—
Pinnacle Holdings, LLC	N/A	—	158,250	-158,250	-100%	$2.1M	—	—	—
Ameriprise Financial Inc	N/A	—	134,001	-134,001	-100%	$1.8M	—	—	—
Invesco Ltd.	N/A	—	103,232	-103,232	-100%	$1.4M	—	—	—
Jump Financial, LLC	N/A	—	100,612	-100,612	-100%	$1.3M	—	—	—
Millennium Management LLC	N/A	—	86,059	-86,059	-100%	$1.1M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	85,805	-85,805	-100%	$1.1M	—	—	—
Victory Capital Management Inc	N/A	—	84,859	-84,859	-100%	$1.1M	—	—	—
Point72 Asset Management, L.P.	N/A	—	79,362	-79,362	-100%	$1.0M	—	—	—
Group One Trading LLC	N/A	—	72,405	-72,405	-100%	$950.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	66,426	-66,426	-100%	$871.5K	—	—	—
Walleye Capital LLC	N/A	—	63,342	-63,342	-100%	$831.0K	—	—	—
Squarepoint Ops LLC	N/A	—	62,137	-62,137	-100%	$815.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	58,500	-58,500	-100%	$767.5K	—	—	—
HSBC Holdings PLC	N/A	—	57,318	-57,318	-100%	$748.6K	—	—	—
Voya Investment Management LLC	N/A	—	53,085	-53,085	-100%	$696.5K	—	—	—
Rhumbline Advisers	N/A	—	49,564	-49,564	-100%	$650.3K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	44,320	-44,320	-100%	$581.5K	—	—	—
Raymond James Financial Inc	N/A	—	42,900	-42,900	-100%	$562.8K	—	—	—
Fuller & Thaler Asset Management, Inc.	N/A	—	36,441	-36,441	-100%	$478.1K	—	—	—
Alliancebernstein L.P.	N/A	—	36,200	-36,200	-100%	$296.1K	—	—	—
XTX Topco Ltd	N/A	—	33,501	-33,501	-100%	$439.5K	—	—	—
Wells Fargo & Company	N/A	—	32,904	-32,904	-100%	$431.7K	—	—	—
Price T Rowe Associates Inc	N/A	—	32,040	-32,040	-100%	$421.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	28,268	-28,268	-100%	$370.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	24,504	-24,504	-100%	$321.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	24,381	-24,381	-100%	$319.9K	—	—	—
Cambria Investment Management, L.P.	N/A	—	22,828	-22,828	-100%	$299.5K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	22,630	-22,630	-100%	$296.9K	—	—	—
GWN Securities Inc.	N/A	—	22,119	-22,119	-100%	$290.2K	—	—	—
Caption Management, LLC	N/A	—	20,950	-20,950	-100%	$274.9K	—	—	—
Meeder Asset Management Inc	N/A	—	19,416	-19,416	-100%	$254.7K	—	—	—
IEQ Capital, LLC	N/A	—	18,913	-18,913	-100%	$248.1K	—	—	—
Focus Partners Wealth	N/A	—	17,830	-17,830	-100%	$233.9K	—	—	—
Balyasny Asset Management L.P.	N/A	—	17,416	-17,416	-100%	$228.5K	—	—	—
SEI Investments Co	N/A	—	16,977	-16,977	-100%	$222.7K	—	—	—
Winton Group Ltd	N/A	—	16,900	-16,900	-100%	$221.7K	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	15,974	-15,974	-100%	$209.6K	—	—	—
Mariner, LLC	N/A	—	15,109	-15,109	-100%	$198.2K	—	—	—
Jasper Ridge Partners, L.P.	N/A	—	15,032	-15,032	-100%	$197.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	13,371	-13,371	-100%	$175.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	12,458	-12,458	-100%	$163.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,430	-12,430	-100%	$163.1K	—	—	—
Cetera Investment Advisers	N/A	—	12,059	-12,059	-100%	$158.2K	—	—	—
New York State Common Retirement Fund	N/A	—	11,752	-11,752	-100%	$154.2K	—	—	—
Walleye Trading LLC	N/A	—	11,560	-11,560	-100%	$151.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	11,499	-11,499	-100%	$150.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	11,350	-11,350	-100%	$148.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,307	-11,307	-100%	$148.3K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	10,907	-10,907	-100%	$143.1K	—	—	—
Caxton Associates LLP	N/A	—	10,888	-10,888	-100%	$142.9K	—	—	—
Centiva Capital, LP	N/A	—	10,000	-10,000	-100%	$131.2K	—	—	—
Legal & General Group Plc	N/A	—	8,911	-8,911	-100%	$116.9K	—	—	—
FMR LLC	N/A	—	8,459	-8,459	-100%	$111.0K	—	—	—
Arax Advisory Partners	N/A	—	6,639	-6,639	-100%	$87.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,222	-6,222	-100%	$81.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,056	-3,056	-100%	$40.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,042	-2,042	-100%	$26.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,953	-1,953	-100%	$24.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,393	-1,393	-100%	$18.3K	—	—	—
Harbour Investments, Inc.	N/A	—	768	-768	-100%	$10.1K	—	—	—
UBS Asset Management Americas LLC	N/A	—	757	-757	-100%	$9.9K	—	—	—
California State Teachers Retirement System	N/A	—	538	-538	-100%	$7.1K	—	—	—
Anchor Investment Management, LLC	N/A	—	350	-350	-100%	$4.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	333	-333	-100%	$4.4K	—	—	—
National Bank of Canada	N/A	—	318	-318	-100%	$4.2K	—	—	—
Picton Mahoney Asset Management	N/A	—	174	-174	-100%	$2.3K	—	—	—
Rothschild Investment LLC	N/A	—	125	-125	-100%	$1.6K	—	—	—
Optiver Holding B.V.	N/A	—	122	-122	-100%	$1.6K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	50	-50	-100%	$656	—	—	—
Smartleaf Asset Management LLC	N/A	—	17	-17	-100%	$227	—	—	—
JPL Wealth Management, LLC	N/A	—	4	-4	-100%	$53	—	—	—

Showing 162 of 162 institutions