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Puma Biotechnology Inc (PBYI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LSV Asset Management
INCREASED
Shares1,941,101 from 1,617,981
Change+323,120 (+20%)
Value$19.3K (-$13.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,555,733 from 1,518,014
Change+37,719 (+2%)
Value$15.4M (+$3.1M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,332,755 from 1,339,405
Change-6,650 (0%)
Value$13.2M (+$2.4M)
Filed 2026-11-06
Ritholtz Wealth Management
DECREASED
Shares740,236 from 749,798
Change-9,562 (-1%)
Value$7.4M (+$1.3M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares325,313 from 360,734
Change-35,421 (-10%)
Value$3.2M (+$304.8K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares272,545 from 272,234
Change+311 (+0%)
Value$2.7M (+$498.6K)
Filed 2026-11-06
Haven Private, LLC
DECREASED
Shares146,700 from 148,448
Change-1,748 (-1%)
Value$1.5M (+$252.8K)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares134,350 from 158,762
Change-24,412 (-15%)
Value$1.4M (+$115.1K)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares119,624 from 59,491
Change+60,133 (+101%)
Value$1.2M (+$705.4K)
Filed 2026-10-21
SummerHaven Investment Management, LLC
NEW
Shares114,315
Change+114,315
Value$1.1M
Filed 2026-10-19
Strs Ohio
INCREASED
Shares101,400 from 84,600
Change+16,800 (+20%)
Value$1.0M (+$320.8K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares75,931 from 35,737
Change+40,194 (+112%)
Value$754.0K (+$464.2K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares73,672 from 73,731
Change-59 (0%)
Value$731.6K (+$133.6K)
Filed 2026-10-23
Vise Technologies, Inc.
DECREASED
Shares66,798 from 72,030
Change-5,232 (-7%)
Value$663.3K (+$79.1K)
Filed 2026-10-29
D'Orazio & Associates, Inc.
DECREASED
Shares48,345 from 48,680
Change-335 (-1%)
Value$480.1K (+$85.3K)
Filed 2026-11-04
Kathmere Capital Management, LLC
INCREASED
Shares39,933 from 31,172
Change+8,761 (+28%)
Value$396.5K (+$143.7K)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares38,093 from 43,192
Change-5,099 (-12%)
Value$378.3K (+$28.0K)
Filed 2026-11-06
Baron Wealth Management LLC
DECREASED
Shares35,715 from 36,372
Change-657 (-2%)
Value$354.7K (+$59.7K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares31,638 from 34,537
Change-2,899 (-8%)
Value$314.2K (+$34.1K)
Filed 2026-11-06
C2c Wealth Management, LLC
UNCHANGED
Shares23,620 from 23,620
Change0 (0%)
Value$234.5K (+$43.0K)
Filed 2026-10-20
Barclays PLC
INCREASED
Shares22,098 from 11,202
Change+10,896 (+97%)
Value$219.4K (+$128.6K)
Filed 2026-11-06
Bailard, Inc.
UNCHANGED
Shares18,100 from 18,100
Change0 (0%)
Value$179.7K (+$32.9K)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares15,026 from 15,045
Change-19 (0%)
Value$149.2K (+$27.2K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,098 from 13,203
Change+895 (+7%)
Value$140.6K (+$34.9K)
Filed 2026-10-13
Perkins Capital Management Inc
UNCHANGED
Shares13,400 from 13,400
Change0 (0%)
Value$133.1K (+$24.4K)
Filed 2026-11-02
Savant Capital, LLC
NEW
Shares12,594
Change+12,594
Value$125.1K
Filed 2026-11-06
Abel Hall, LLC
UNCHANGED
Shares11,520 from 11,520
Change0 (0%)
Value$114.4K (+$21.0K)
Filed 2026-10-19
State of Alaska, Department of Revenue
INCREASED
Shares10,834 from 8,445
Change+2,389 (+28%)
Value$106 (-$67.9K)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares10,308 from 10,270
Change+38 (+0%)
Value$102.4K (+$19.1K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares9,470 from 7,863
Change+1,607 (+20%)
Value$94.0K (+$30.3K)
Filed 2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED
Shares9,419 from 8,101
Change+1,318 (+16%)
Value$92.1K (+$26.4K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares3,708 from 21,666
Change-17,958 (-83%)
Value$36.8K (-$138.9K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,638 from 2,276
Change+362 (+16%)
Value$26.2K (+$7.7K)
Filed 2026-11-03
Harbor Capital Advisors, Inc.
NEW
Shares2,154
Change+2,154
Value$21
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares1,693 from 1,182
Change+511 (+43%)
Value$16.8K (+$7.2K)
Filed 2026-10-08
GF Fund Management Co. Ltd.
INCREASED
Shares1,175 from 1,080
Change+95 (+9%)
Value$11.7K (+$2.9K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$11.6K (+$2.1K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares1,108 from 367
Change+741 (+202%)
Value$11.0K (+$8.0K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares1,094 from 496
Change+598 (+121%)
Value$10.9K (+$6.8K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares966 from 831
Change+135 (+16%)
Value$9.6K (+$2.9K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares755 from 513
Change+242 (+47%)
Value$7.5K (+$3.3K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares697 from 1,000
Change-303 (-30%)
Value$6.9K (-$1.2K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$4.6K ($0)
Filed 2026-11-06
Fortitude Family Office, LLC
NEW
Shares514
Change+514
Value$5.1K
Filed 2026-10-14
Essential Partners LLC
DECREASED
Shares443 from 480
Change-37 (-8%)
Value$4.4K (+$506)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares394 from 52
Change+342 (+658%)
Value$3.9K (+$3.5K)
Filed 2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$3.4K (+$622)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares305 from 284
Change+21 (+7%)
Value$3.0K (+$725)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares304
Change+304
Value$3.0K
Filed 2026-10-21
Versant Capital Management, Inc
NEW
Shares186
Change+186
Value$1.8K
Filed 2026-10-02
Mosley Wealth Management
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$1.6K (+$357)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares133
Change+133
Value$1.3K
Filed 2026-10-30
True Wealth Design, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$1.2K (+$224)
Filed 2026-10-13
SBI Securities Co., Ltd.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$556 (+$102)
Filed 2026-10-22
Larson Financial Group LLC
NEW
Shares45
Change+45
Value$447
Filed 2026-11-05
Fifth Third Bancorp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$79 (+$14)
Filed 2026-11-05
Inspire Investing, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$48 (+$9)
Filed 2026-10-22
Clearstead Advisors, LLC
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$40 (+$23)
Filed 2026-11-06
Elevation Wealth Partners, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$30 (+$5)
Filed 2026-10-07
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$10 (+$1)
Filed 2026-10-26
State of Wyoming
CLOSED
Shares0 from 39,833
Change-39,833 (-100%)
Value$0 (-$323.0K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 26,222
Change-26,222 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-16
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 17,945
Change-17,945 (-100%)
Value$0 (-$143.4K)
Filed 2026-11-04
R Squared Ltd
CLOSED
Shares0 from 11,991
Change-11,991 (-100%)
Value$0 (-$97.2K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
CLOSED
Shares0 from 10,489
Change-10,489 (-100%)
Value$0 (-$85.1K)
Filed 2026-10-09
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 3,066
Change-3,066 (-100%)
Value$0 (-$24)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 1,041
Change-1,041 (-100%)
Value$0 (-$8.4K)
Filed 2026-11-04
Kelleher Financial Advisors
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-30
Parallel Advisors, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$397)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$41)
Filed 2026-10-29
Acorn Capital Advisors, LLC
N/A
Shares— from 4,131,299
Change-4,131,299 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,804,736
Change-3,804,736 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,319,996
Change-2,319,996 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,053,523
Change-2,053,523 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,836,213
Change-1,836,213 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,835,643
Change-1,835,643 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,825,599
Change-1,825,599 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,123,783
Change-1,123,783 (-100%)
Value—
State Street Corp
N/A
Shares— from 952,165
Change-952,165 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 873,253
Change-873,253 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 791,616
Change-791,616 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 725,192
Change-725,192 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 669,156
Change-669,156 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 652,386
Change-652,386 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 642,946
Change-642,946 (-100%)
Value—
UBS Group AG
N/A
Shares— from 636,761
Change-636,761 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 602,240
Change-602,240 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 532,450
Change-532,450 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 418,669
Change-418,669 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 382,807
Change-382,807 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 316,343
Change-316,343 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 309,106
Change-309,106 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 301,002
Change-301,002 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 269,070
Change-269,070 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 265,670
Change-265,670 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 250,766
Change-250,766 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 220,316
Change-220,316 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 217,545
Change-217,545 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 213,599
Change-213,599 (-100%)
Value—
FMR LLC
N/A
Shares— from 211,444
Change-211,444 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 211,339
Change-211,339 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 188,232
Change-188,232 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 172,010
Change-172,010 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 140,587
Change-140,587 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 130,206
Change-130,206 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 128,912
Change-128,912 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 128,243
Change-128,243 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 126,091
Change-126,091 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 82,298
Change-82,298 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 73,500
Change-73,500 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 72,223
Change-72,223 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 61,255
Change-61,255 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 57,510
Change-57,510 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 46,267
Change-46,267 (-100%)
Value—
Man Group plc
N/A
Shares— from 41,506
Change-41,506 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 40,509
Change-40,509 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 40,296
Change-40,296 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 37,606
Change-37,606 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 37,386
Change-37,386 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 36,343
Change-36,343 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 34,485
Change-34,485 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 31,747
Change-31,747 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,190
Change-29,190 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 25,264
Change-25,264 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 24,873
Change-24,873 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 21,548
Change-21,548 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 21,360
Change-21,360 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 21,079
Change-21,079 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 20,383
Change-20,383 (-100%)
Value—
Spark Investment Management LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 15,719
Change-15,719 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 14,869
Change-14,869 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 13,862
Change-13,862 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,169
Change-12,169 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,671
Change-10,671 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 10,408
Change-10,408 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 604
Change-604 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 368
Change-368 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 227
Change-227 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Quarry LP
N/A
Shares— from 75
Change-75 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
LSV Asset Management
INCREASED1,941,1011,617,981+323,120+20%$13.1M$19.3K-$13.1M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,555,7331,518,014+37,719+2%$12.3M$15.4M+$3.1M2026-11-04
Geode Capital Management, LLC
DECREASED1,332,7551,339,405-6,6500%$10.9M$13.2M+$2.4M2026-11-06
Ritholtz Wealth Management
DECREASED740,236749,798-9,562-1%$6.1M$7.4M+$1.3M2026-11-05
Bank of New York Mellon Corp
DECREASED325,313360,734-35,421-10%$2.9M$3.2M+$304.8K2026-11-05
Russell Investments Group, Ltd.
INCREASED272,545272,234+311+0%$2.2M$2.7M+$498.6K2026-11-06
Haven Private, LLC
DECREASED146,700148,448-1,748-1%$1.2M$1.5M+$252.8K2026-10-27
Prospera Financial Services Inc
DECREASED134,350158,762-24,412-15%$1.3M$1.4M+$115.1K2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED119,62459,491+60,133+101%$482.5K$1.2M+$705.4K2026-10-21
SummerHaven Investment Management, LLC
NEW114,315—+114,315——$1.1M—2026-10-19
Strs Ohio
INCREASED101,40084,600+16,800+20%$686.1K$1.0M+$320.8K2026-10-30
Creative Planning
INCREASED75,93135,737+40,194+112%$289.8K$754.0K+$464.2K2026-11-02
Evergreen Capital Management LLC
DECREASED73,67273,731-590%$598.0K$731.6K+$133.6K2026-10-23
Vise Technologies, Inc.
DECREASED66,79872,030-5,232-7%$584.2K$663.3K+$79.1K2026-10-29
D'Orazio & Associates, Inc.
DECREASED48,34548,680-335-1%$394.8K$480.1K+$85.3K2026-11-04
Kathmere Capital Management, LLC
INCREASED39,93331,172+8,761+28%$252.8K$396.5K+$143.7K2026-10-20
Deutsche Bank Ag\
DECREASED38,09343,192-5,099-12%$350.3K$378.3K+$28.0K2026-11-06
Baron Wealth Management LLC
DECREASED35,71536,372-657-2%$295.0K$354.7K+$59.7K2026-10-27
LPL Financial LLC
DECREASED31,63834,537-2,899-8%$280.1K$314.2K+$34.1K2026-11-06
C2c Wealth Management, LLC
UNCHANGED23,62023,62000%$191.6K$234.5K+$43.0K2026-10-20
Barclays PLC
INCREASED22,09811,202+10,896+97%$90.8K$219.4K+$128.6K2026-11-06
Bailard, Inc.
UNCHANGED18,10018,10000%$146.8K$179.7K+$32.9K2026-10-13
Lido Advisors, LLC
DECREASED15,02615,045-190%$122.0K$149.2K+$27.2K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED14,09813,203+895+7%$105.6K$140.6K+$34.9K2026-10-13
Perkins Capital Management Inc
UNCHANGED13,40013,40000%$108.7K$133.1K+$24.4K2026-11-02
Savant Capital, LLC
NEW12,594—+12,594——$125.1K—2026-11-06
Abel Hall, LLC
UNCHANGED11,52011,52000%$93.4K$114.4K+$21.0K2026-10-19
State of Alaska, Department of Revenue
INCREASED10,8348,445+2,389+28%$68.0K$106-$67.9K2026-10-15
Ethic Inc.
INCREASED10,30810,270+38+0%$83.3K$102.4K+$19.1K2026-11-03
IFP Advisors, Inc
INCREASED9,4707,863+1,607+20%$63.8K$94.0K+$30.3K2026-10-16
China Universal Asset Management Co., Ltd.
INCREASED9,4198,101+1,318+16%$65.7K$92.1K+$26.4K2026-10-28
Citigroup Inc
DECREASED3,70821,666-17,958-83%$175.7K$36.8K-$138.9K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED2,6382,276+362+16%$18.5K$26.2K+$7.7K2026-11-03
Harbor Capital Advisors, Inc.
NEW2,154—+2,154——$21—2026-10-22
Farther Finance Advisors, LLC
INCREASED1,6931,182+511+43%$9.6K$16.8K+$7.2K2026-10-08
GF Fund Management Co. Ltd.
INCREASED1,1751,080+95+9%$8.8K$11.7K+$2.9K2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED1,1701,17000%$9.5K$11.6K+$2.1K2026-10-15
Signaturefd, LLC
INCREASED1,108367+741+202%$3.0K$11.0K+$8.0K2026-10-23
Gamma Investing LLC
INCREASED1,094496+598+121%$4.0K$10.9K+$6.8K2026-10-08
Sterling Capital Management LLC
INCREASED966831+135+16%$6.7K$9.6K+$2.9K2026-10-22
PNC Financial Services Group, Inc.
INCREASED755513+242+47%$4.2K$7.5K+$3.3K2026-11-06
US Bancorp \de\
DECREASED6971,000-303-30%$8.1K$6.9K-$1.2K2026-11-05
Allworth Financial LP
UNCHANGED56356300%$4.6K$4.6K$02026-11-06
Fortitude Family Office, LLC
NEW514—+514——$5.1K—2026-10-14
Essential Partners LLC
DECREASED443480-37-8%$3.9K$4.4K+$5062026-10-14
SJS Investment Consulting Inc.
INCREASED39452+342+658%$422$3.9K+$3.5K2026-10-26
Nisa Investment Advisors, LLC
UNCHANGED34234200%$2.8K$3.4K+$6222026-10-20
EverSource Wealth Advisors, LLC
INCREASED305284+21+7%$2.3K$3.0K+$7252026-11-04
Root Financial Partners, LLC
NEW304—+304——$3.0K—2026-10-21
Versant Capital Management, Inc
NEW186—+186——$1.8K—2026-10-02
Mosley Wealth Management
UNCHANGED14814800%$1.2K$1.6K+$3572026-10-16
Provenance Wealth Advisors, LLC
NEW133—+133——$1.3K—2026-10-30
True Wealth Design, LLC
UNCHANGED12312300%$998$1.2K+$2242026-10-13
SBI Securities Co., Ltd.
UNCHANGED565600%$454$556+$1022026-10-22
Larson Financial Group LLC
NEW45—+45——$447—2026-11-05
Fifth Third Bancorp
UNCHANGED8800%$65$79+$142026-11-05
Inspire Investing, LLC
UNCHANGED5500%$39$48+$92026-10-22
Clearstead Advisors, LLC
INCREASED42+2+100%$17$40+$232026-11-06
Elevation Wealth Partners, LLC
UNCHANGED3300%$25$30+$52026-10-07
TFC Financial Management, Inc.
UNCHANGED1100%$9$10+$12026-10-26
State of Wyoming
CLOSED039,833-39,833-100%$323.0K$0-$323.0K2026-10-28
Y-Intercept (Hong Kong) Ltd
CLOSED026,222-26,222-100%$212.7K$0-$212.7K2026-10-16
Allspring Global Investments Holdings, LLC
CLOSED017,945-17,945-100%$143.4K$0-$143.4K2026-11-04
R Squared Ltd
CLOSED011,991-11,991-100%$97.2K$0-$97.2K2026-11-06
Williams & Novak Wealth Management, LLC
CLOSED010,489-10,489-100%$85.1K$0-$85.1K2026-10-09
Ball & Co Wealth Management Inc.
CLOSED03,066-3,066-100%$24$0-$242026-11-05
Simplex Trading, LLC
CLOSED01,041-1,041-100%$8.4K$0-$8.4K2026-11-04
Kelleher Financial Advisors
CLOSED0180-180-100%$1.5K$0-$1.5K2026-10-30
Parallel Advisors, LLC
CLOSED049-49-100%$397$0-$3972026-11-03
Caitong International Asset Management Co., Ltd
CLOSED05-5-100%$41$0-$412026-10-29
Acorn Capital Advisors, LLC
N/A—4,131,299-4,131,299-100%$33.5M———
BlackRock, Inc.
N/A—3,804,736-3,804,736-100%$30.9M———
American Century Companies Inc
N/A—2,319,996-2,319,996-100%$18.8M———
Acadian Asset Management LLC
N/A—2,053,523-2,053,523-100%$16.6M———
Renaissance Technologies LLC
N/A—1,836,213-1,836,213-100%$14.9M———
Vanguard Capital Management LLC
N/A—1,835,643-1,835,643-100%$14.9M———
Vanguard Portfolio Management LLC
N/A—1,825,599-1,825,599-100%$14.8M———
O'shaughnessy Asset Management, LLC
N/A—1,123,783-1,123,783-100%$9.1M———
State Street Corp
N/A—952,165-952,165-100%$7.7M———
Kennedy Capital Management LLC
N/A—873,253-873,253-100%$7.1M———
Bridgeway Capital Management, LLC
N/A—791,616-791,616-100%$6.4M———
AQR Capital Management LLC
N/A—725,192-725,192-100%$5.9M———
Goldman Sachs Group Inc
N/A—669,156-669,156-100%$5.4M———
Northern Trust Corp
N/A—652,386-652,386-100%$5.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—642,946-642,946-100%$5.2M———
UBS Group AG
N/A—636,761-636,761-100%$5.2M———
Millennium Management LLC
N/A—602,240-602,240-100%$4.9M———
Arrowstreet Capital, Limited Partnership
N/A—532,450-532,450-100%$4.3M———
SEI Investments Co
N/A—418,669-418,669-100%$3.4M———
Globeflex Capital L P
N/A—382,807-382,807-100%$3.1M———
D. E. Shaw & Co., Inc.
N/A—316,343-316,343-100%$2.6M———
State Board of Administration of Florida Retirement System
N/A—309,106-309,106-100%$2.5M———
Invesco Ltd.
N/A—301,002-301,002-100%$2.4M———
Vanguard Fiduciary Trust Co
N/A—269,070-269,070-100%$2.2M———
Morgan Stanley
N/A—265,670-265,670-100%$2.2M———
Federated Hermes, Inc.
N/A—250,766-250,766-100%$2.0M———
Empowered Funds, LLC
N/A—220,316-220,316-100%$1.8M———
Panagora Asset Management Inc
N/A—217,545-217,545-100%$1.8M———
Prudential Financial Inc
N/A—213,599-213,599-100%$1.7M———
FMR LLC
N/A—211,444-211,444-100%$1.7M———
JPMorgan Chase & Co
N/A—211,339-211,339-100%$1.7M———
State of Wisconsin Investment Board
N/A—188,232-188,232-100%$1.5M———
Franklin Resources Inc
N/A—172,010-172,010-100%$1.4M———
Two Sigma Investments, LP
N/A—140,587-140,587-100%$1.1M———
First Trust Advisors LP
N/A—130,206-130,206-100%$1.1M———
Round Rock Advisors LLC
N/A—128,912-128,912-100%$1.0M———
Charles Schwab Investment Management Inc
N/A—128,243-128,243-100%$1.0M———
Wellington Management Group LLP
N/A—126,091-126,091-100%$1.0M———
Nuveen, LLC
N/A—82,298-82,298-100%$667.4K———
Canada Pension Plan Investment Board
N/A—73,500-73,500-100%$596.1K———
Trexquant Investment LP
N/A—72,223-72,223-100%$585.7K———
Nomura Asset Management International Inc.
N/A—61,255-61,255-100%$497.0K———
Rhumbline Advisers
N/A—57,510-57,510-100%$466.4K———
Vanguard Global Advisers, LLC
N/A—46,267-46,267-100%$375.2K———
Man Group plc
N/A—41,506-41,506-100%$336.6K———
Winton Group Ltd
N/A—40,509-40,509-100%$328.5K———
XTX Topco Ltd
N/A—40,296-40,296-100%$326.8K———
Wells Fargo & Company
N/A—37,606-37,606-100%$305.0K———
EntryPoint Capital, LLC
N/A—37,386-37,386-100%$303.2K———
Price T Rowe Associates Inc
N/A—36,343-36,343-100%$295.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—34,485-34,485-100%$279.7K———
Bank of America Corp
N/A—31,747-31,747-100%$257.5K———
Envestnet Asset Management Inc
N/A—29,190-29,190-100%$236.7K———
Martingale Asset Management L P
N/A—25,364-25,364-100%$205.7K———
Metis Global Partners, LLC
N/A—25,264-25,264-100%$204.9K———
MetLife Investment Management, LLC
N/A—24,873-24,873-100%$201.7K———
Prelude Capital Management, LLC
N/A—21,548-21,548-100%$174.8K———
Alliancebernstein L.P.
N/A—21,360-21,360-100%$136.5K———
One Wealth Advisors, LLC
N/A—21,079-21,079-100%$171.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—20,383-20,383-100%$165.3K———
Spark Investment Management LLC
N/A—17,000-17,000-100%$137.9K———
Police & Firemen's Retirement System of New Jersey
N/A—15,719-15,719-100%$127.5K———
Susquehanna International Group, LLP
N/A—15,476-15,476-100%$125.5K———
Mariner, LLC
N/A—14,869-14,869-100%$120.6K———
Caprock Group, LLC
N/A—13,862-13,862-100%$112.4K———
Tocqueville Asset Management L.P.
N/A—13,312-13,312-100%$108.0K———
Osaic Holdings, Inc.
N/A—12,169-12,169-100%$98.7K———
Manufacturers Life Insurance Company, the
N/A—12,056-12,056-100%$97.8K———
IEQ Capital, LLC
N/A—10,671-10,671-100%$86.5K———
Cerity Partners LLC
N/A—10,512-10,512-100%$85.3K———
Vanguard Personalized Indexing Management, LLC
N/A—10,408-10,408-100%$84.4K———
Intech Investment Management LLC
N/A—10,210-10,210-100%$82.8K———
Philadelphia Investment Partners, LLC
N/A—8,000-8,000-100%$64.9K———
BNP Paribas Financial Markets
N/A—6,360-6,360-100%$51.6K———
Tower Research Capital LLC (TRC)
N/A—4,752-4,752-100%$38.5K———
Legal & General Group Plc
N/A—4,317-4,317-100%$35.0K———
Ameritas Investment Partners, Inc.
N/A—4,055-4,055-100%$32.9K———
New York State Common Retirement Fund
N/A—3,600-3,600-100%$29.2K———
Private Wealth Asset Management, LLC
N/A—3,500-3,500-100%$28.4K———
Kemnay Advisory Services Inc.
N/A—3,370-3,370-100%$27.3K———
Royal Bank of Canada
N/A—2,386-2,386-100%$20.0K———
Arax Advisory Partners
N/A—1,799-1,799-100%$14.6K———
UBS Asset Management Americas LLC
N/A—1,710-1,710-100%$13.9K———
Global Retirement Partners, LLC
N/A—1,492-1,492-100%$12.1K———
Rialto Wealth Management, LLC
N/A—1,450-1,450-100%$11.8K———
WealthCollab, LLC
N/A—950-950-100%$7.7K———
Group One Trading LLC
N/A—866-866-100%$7.0K———
California State Teachers Retirement System
N/A—604-604-100%$4.9K———
Harbour Investments, Inc.
N/A—500-500-100%$4.1K———
Rothschild Investment LLC
N/A—424-424-100%$3.4K———
Rockefeller Capital Management L.P.
N/A—375-375-100%$3.0K———
Optiver Holding B.V.
N/A—368-368-100%$3.0K———
Ameritas Advisory Services, LLC
N/A—312-312-100%$2.5K———
Steward Partners Investment Advisory, LLC
N/A—250-250-100%$2.0K———
Jones Financial Companies Lllp
N/A—227-227-100%$1.8K———
Basecamp Wealth Advisors LLC
N/A—86-86-100%$697———
Quarry LP
N/A—75-75-100%$608———
National Bank of Canada
N/A—19-19-100%$154———
Showing 168 of 168 institutions