Quad Graphics Inc (QUAD)

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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LSV Asset Management

INCREASED

Shares1,412,189 from 1,373,491

Change+38,698 (+3%)

Value$13.0K (-$11.6M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares1,199,428 from 1,194,489

Change+4,939 (+0%)

Value$11.1M (+$1.0M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares755,712 from 773,412

Change-17,700 (-2%)

Value$7.0M (+$455.5K)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares447,087 from 415,952

Change+31,135 (+7%)

Value$4.1M (+$620.1K)

Filed 2026-11-05

MacKenzie Financial Corp

INCREASED

Shares355,684 from 17,204

Change+338,480 (+1967%)

Value$3.3M (+$3.1M)

Filed 2026-11-02

Ritholtz Wealth Management

INCREASED

Shares289,003 from 287,918

Change+1,085 (+0%)

Value$2.7M (+$240.4K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

INCREASED

Shares111,363 from 106,997

Change+4,366 (+4%)

Value$1.0M (+$125.9K)

Filed 2026-11-04

Strs Ohio

INCREASED

Shares94,500 from 82,200

Change+12,300 (+15%)

Value$872.2K (+$179.3K)

Filed 2026-10-30

Russell Investments Group, Ltd.

INCREASED

Shares74,295 from 60,605

Change+13,690 (+23%)

Value$685.7K (+$174.8K)

Filed 2026-11-06

Crescent Grove Advisors, LLC

DECREASED

Shares70,825 from 82,990

Change-12,165 (-15%)

Value$653.7K (-$45.9K)

Filed 2026-10-21

Inspire Investing, LLC

DECREASED

Shares69,023 from 292,680

Change-223,657 (-76%)

Value$637.1K (-$1.8M)

Filed 2026-10-22

Wealth Architects, LLC

DECREASED

Shares50,205 from 50,227

Change-22 (0%)

Value$463.4K (+$40.0K)

Filed 2026-11-03

D'Orazio & Associates, Inc.

INCREASED

Shares43,582 from 41,862

Change+1,720 (+4%)

Value$402.3K (+$49.4K)

Filed 2026-11-04

Bailard, Inc.

UNCHANGED

Shares41,000 from 41,000

Change0 (0%)

Value$378.4K (+$32.8K)

Filed 2026-10-13

Deutsche Bank Ag\

DECREASED

Shares28,667 from 32,345

Change-3,678 (-11%)

Value$264.6K (-$8.1K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares27,835 from 19,933

Change+7,902 (+40%)

Value$256.9K (+$88.9K)

Filed 2026-11-06

Baron Wealth Management LLC

INCREASED

Shares26,690 from 24,973

Change+1,717 (+7%)

Value$246.3K (+$35.8K)

Filed 2026-10-27

Vise Technologies, Inc.

DECREASED

Shares24,385 from 24,514

Change-129 (-1%)

Value$225.1K (+$18.4K)

Filed 2026-10-29

Barclays PLC

INCREASED

Shares23,580 from 4,335

Change+19,245 (+444%)

Value$217.6K (+$181.1K)

Filed 2026-11-06

Kathmere Capital Management, LLC

INCREASED

Shares23,334 from 19,319

Change+4,015 (+21%)

Value$215.4K (+$52.5K)

Filed 2026-10-20

HB Wealth Management, LLC

INCREASED

Shares20,518 from 19,951

Change+567 (+3%)

Value$189.4K (+$21.2K)

Filed 2026-10-23

Calamos Advisors LLC

NEW

Shares15,410

Change+15,410

Value$142.2K

Filed 2026-11-02

Creative Planning

INCREASED

Shares15,199 from 13,938

Change+1,261 (+9%)

Value$140.3K (+$22.8K)

Filed 2026-11-02

Evergreen Capital Management LLC

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$138.5K (+$12.0K)

Filed 2026-10-23

Diversified Trust Co

NEW

Shares14,965

Change+14,965

Value$138.1K

Filed 2026-11-06

Gamma Investing LLC

DECREASED

Shares9,400 from 10,775

Change-1,375 (-13%)

Value$86.8K (-$4.1K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares4,797 from 5,320

Change-523 (-10%)

Value$44.3K (-$572)

Filed 2026-10-16

State of Alaska, Department of Revenue

UNCHANGED

Shares4,751 from 4,751

Change0 (0%)

Value$43 (-$40.0K)

Filed 2026-10-15

Cullen T Bankers, Inc.

INCREASED

Shares3,175 from 2,682

Change+493 (+18%)

Value$29.3K (+$6.7K)

Filed 2026-10-28

Citigroup Inc

DECREASED

Shares1,757 from 13,988

Change-12,231 (-87%)

Value$16.2K (-$101.7K)

Filed 2026-11-04

Fifth Third Bancorp

INCREASED

Shares1,708 from 1,690

Change+18 (+1%)

Value$15.8K (+$1.5K)

Filed 2026-11-05

Signaturefd, LLC

NEW

Shares938

Change+938

Value$8.7K

Filed 2026-10-23

Sterling Capital Management LLC

INCREASED

Shares886 from 228

Change+658 (+289%)

Value$8.2K (+$6.3K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares794 from 787

Change+7 (+1%)

Value$7.3K (+$694)

Filed 2026-11-04

Harbor Capital Advisors, Inc.

DECREASED

Shares666 from 31,977

Change-31,311 (-98%)

Value$6 (-$270.0K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares556 from 556

Change0 (0%)

Value$4.7K ($0)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares170 from 154

Change+16 (+10%)

Value$1.6K (+$271)

Filed 2026-10-26

SBI Securities Co., Ltd.

DECREASED

Shares113 from 117

Change-4 (-3%)

Value$1.0K (+$57)

Filed 2026-10-22

Fortitude Family Office, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$914 (+$79)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares79 from 18

Change+61 (+339%)

Value$729 (+$577)

Filed 2026-10-08

Chilton Capital Management LLC

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$693 (+$60)

Filed 2026-10-28

Simplex Trading, LLC

NEW

Shares72

Change+72

Value$664

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares72 from 72

Change0 (0%)

Value$665 (+$58)

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares67

Change+67

Value$618

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares51 from 51

Change0 (0%)

Value$471 (+$41)

Filed 2026-10-05

Ascentis Wealth Management, LLC

NEW

Shares43

Change+43

Value$396

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$92 (+$8)

Filed 2026-11-06

Essential Partners LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$83 (+$7)

Filed 2026-10-14

Clearstead Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$56 (+$5)

Filed 2026-11-06

Prospera Financial Services Inc

CLOSED

Shares0 from 10,813

Change-10,813 (-100%)

Value$0 (-$91.1K)

Filed 2026-11-04

AdvisorNet Financial, Inc

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$84)

Filed 2026-10-15

Miller Value Partners, LLC

N/A

Shares— from 2,538,299

Change-2,538,299 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,290,195

Change-2,290,195 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,303,331

Change-1,303,331 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 1,053,640

Change-1,053,640 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 672,900

Change-672,900 (-100%)

Value—

State Street Corp

N/A

Shares— from 637,466

Change-637,466 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 622,325

Change-622,325 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 460,731

Change-460,731 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 407,059

Change-407,059 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 318,047

Change-318,047 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 289,655

Change-289,655 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 286,992

Change-286,992 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 273,149

Change-273,149 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 246,012

Change-246,012 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 241,552

Change-241,552 (-100%)

Value—

Invst, LLC

N/A

Shares— from 238,893

Change-238,893 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 229,543

Change-229,543 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 216,485

Change-216,485 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 198,139

Change-198,139 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 168,597

Change-168,597 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 167,143

Change-167,143 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 164,718

Change-164,718 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 162,788

Change-162,788 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 155,955

Change-155,955 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 152,728

Change-152,728 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 141,958

Change-141,958 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 139,514

Change-139,514 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 127,932

Change-127,932 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 109,363

Change-109,363 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 102,937

Change-102,937 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 102,002

Change-102,002 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 96,327

Change-96,327 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 86,782

Change-86,782 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 83,841

Change-83,841 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 82,643

Change-82,643 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 74,043

Change-74,043 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 72,169

Change-72,169 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 66,366

Change-66,366 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 57,800

Change-57,800 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 54,098

Change-54,098 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 51,771

Change-51,771 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 51,030

Change-51,030 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 49,410

Change-49,410 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 45,954

Change-45,954 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 43,310

Change-43,310 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,102

Change-41,102 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 40,266

Change-40,266 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 39,926

Change-39,926 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 38,100

Change-38,100 (-100%)

Value—

Man Group plc

N/A

Shares— from 33,108

Change-33,108 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 32,567

Change-32,567 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 30,560

Change-30,560 (-100%)

Value—

Bristlecone Value Partners, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,927

Change-29,927 (-100%)

Value—

FMR LLC

N/A

Shares— from 22,468

Change-22,468 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 22,190

Change-22,190 (-100%)

Value—

UBS Group AG

N/A

Shares— from 21,679

Change-21,679 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 21,673

Change-21,673 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 21,246

Change-21,246 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 21,032

Change-21,032 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 20,601

Change-20,601 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 19,394

Change-19,394 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 17,650

Change-17,650 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 17,511

Change-17,511 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 17,015

Change-17,015 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,219

Change-16,219 (-100%)

Value—

Alta Wealth Advisors LLC

N/A

Shares— from 14,920

Change-14,920 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 13,827

Change-13,827 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 13,753

Change-13,753 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 13,625

Change-13,625 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,576

Change-13,576 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,095

Change-12,095 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 11,885

Change-11,885 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 11,387

Change-11,387 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 11,317

Change-11,317 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 10,858

Change-10,858 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 9,243

Change-9,243 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 8,850

Change-8,850 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 6,639

Change-6,639 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,464

Change-4,464 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 3,945

Change-3,945 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,088

Change-3,088 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 3,064

Change-3,064 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,961

Change-2,961 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,612

Change-2,612 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 2,461

Change-2,461 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,299

Change-2,299 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 988

Change-988 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 971

Change-971 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 584

Change-584 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 389

Change-389 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 234

Change-234 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 217

Change-217 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 92

Change-92 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 92

Change-92 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Quarry LP

N/A

Shares— from 18

Change-18 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LSV Asset Management	INCREASED	1,412,189	1,373,491	+38,698	+3%	$11.6M	$13.0K	-$11.6M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	1,199,428	1,194,489	+4,939	+0%	$10.1M	$11.1M	+$1.0M	2026-11-04
Geode Capital Management, LLC	DECREASED	755,712	773,412	-17,700	-2%	$6.5M	$7.0M	+$455.5K	2026-11-06
Bank of New York Mellon Corp	INCREASED	447,087	415,952	+31,135	+7%	$3.5M	$4.1M	+$620.1K	2026-11-05
MacKenzie Financial Corp	INCREASED	355,684	17,204	+338,480	+1967%	$145.0K	$3.3M	+$3.1M	2026-11-02
Ritholtz Wealth Management	INCREASED	289,003	287,918	+1,085	+0%	$2.4M	$2.7M	+$240.4K	2026-11-05
Allspring Global Investments Holdings, LLC	INCREASED	111,363	106,997	+4,366	+4%	$902.0K	$1.0M	+$125.9K	2026-11-04
Strs Ohio	INCREASED	94,500	82,200	+12,300	+15%	$692.9K	$872.2K	+$179.3K	2026-10-30
Russell Investments Group, Ltd.	INCREASED	74,295	60,605	+13,690	+23%	$510.9K	$685.7K	+$174.8K	2026-11-06
Crescent Grove Advisors, LLC	DECREASED	70,825	82,990	-12,165	-15%	$699.6K	$653.7K	-$45.9K	2026-10-21
Inspire Investing, LLC	DECREASED	69,023	292,680	-223,657	-76%	$2.5M	$637.1K	-$1.8M	2026-10-22
Wealth Architects, LLC	DECREASED	50,205	50,227	-22	0%	$423.4K	$463.4K	+$40.0K	2026-11-03
D'Orazio & Associates, Inc.	INCREASED	43,582	41,862	+1,720	+4%	$352.9K	$402.3K	+$49.4K	2026-11-04
Bailard, Inc.	UNCHANGED	41,000	41,000	0	0%	$345.6K	$378.4K	+$32.8K	2026-10-13
Deutsche Bank Ag\	DECREASED	28,667	32,345	-3,678	-11%	$272.7K	$264.6K	-$8.1K	2026-11-06
LPL Financial LLC	INCREASED	27,835	19,933	+7,902	+40%	$168.0K	$256.9K	+$88.9K	2026-11-06
Baron Wealth Management LLC	INCREASED	26,690	24,973	+1,717	+7%	$210.5K	$246.3K	+$35.8K	2026-10-27
Vise Technologies, Inc.	DECREASED	24,385	24,514	-129	-1%	$206.7K	$225.1K	+$18.4K	2026-10-29
Barclays PLC	INCREASED	23,580	4,335	+19,245	+444%	$36.5K	$217.6K	+$181.1K	2026-11-06
Kathmere Capital Management, LLC	INCREASED	23,334	19,319	+4,015	+21%	$162.9K	$215.4K	+$52.5K	2026-10-20
HB Wealth Management, LLC	INCREASED	20,518	19,951	+567	+3%	$168.2K	$189.4K	+$21.2K	2026-10-23
Calamos Advisors LLC	NEW	15,410	—	+15,410	—	—	$142.2K	—	2026-11-02
Creative Planning	INCREASED	15,199	13,938	+1,261	+9%	$117.5K	$140.3K	+$22.8K	2026-11-02
Evergreen Capital Management LLC	UNCHANGED	15,000	15,000	0	0%	$126.5K	$138.5K	+$12.0K	2026-10-23
Diversified Trust Co	NEW	14,965	—	+14,965	—	—	$138.1K	—	2026-11-06
Gamma Investing LLC	DECREASED	9,400	10,775	-1,375	-13%	$90.8K	$86.8K	-$4.1K	2026-10-08
IFP Advisors, Inc	DECREASED	4,797	5,320	-523	-10%	$44.8K	$44.3K	-$572	2026-10-16
State of Alaska, Department of Revenue	UNCHANGED	4,751	4,751	0	0%	$40.0K	$43	-$40.0K	2026-10-15
Cullen T Bankers, Inc.	INCREASED	3,175	2,682	+493	+18%	$22.6K	$29.3K	+$6.7K	2026-10-28
Citigroup Inc	DECREASED	1,757	13,988	-12,231	-87%	$117.9K	$16.2K	-$101.7K	2026-11-04
Fifth Third Bancorp	INCREASED	1,708	1,690	+18	+1%	$14.2K	$15.8K	+$1.5K	2026-11-05
Signaturefd, LLC	NEW	938	—	+938	—	—	$8.7K	—	2026-10-23
Sterling Capital Management LLC	INCREASED	886	228	+658	+289%	$1.9K	$8.2K	+$6.3K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	794	787	+7	+1%	$6.6K	$7.3K	+$694	2026-11-04
Harbor Capital Advisors, Inc.	DECREASED	666	31,977	-31,311	-98%	$270.0K	$6	-$270.0K	2026-10-22
Allworth Financial LP	UNCHANGED	556	556	0	0%	$4.7K	$4.7K	$0	2026-11-06
SJS Investment Consulting Inc.	INCREASED	170	154	+16	+10%	$1.3K	$1.6K	+$271	2026-10-26
SBI Securities Co., Ltd.	DECREASED	113	117	-4	-3%	$986	$1.0K	+$57	2026-10-22
Fortitude Family Office, LLC	UNCHANGED	99	99	0	0%	$835	$914	+$79	2026-10-14
Farther Finance Advisors, LLC	INCREASED	79	18	+61	+339%	$152	$729	+$577	2026-10-08
Chilton Capital Management LLC	UNCHANGED	75	75	0	0%	$633	$693	+$60	2026-10-28
Simplex Trading, LLC	NEW	72	—	+72	—	—	$664	—	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	72	72	0	0%	$607	$665	+$58	2026-10-20
Root Financial Partners, LLC	NEW	67	—	+67	—	—	$618	—	2026-10-21
MassMutual Private Wealth & Trust, FSB	UNCHANGED	51	51	0	0%	$430	$471	+$41	2026-10-05
Ascentis Wealth Management, LLC	NEW	43	—	+43	—	—	$396	—	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	10	10	0	0%	$84	$92	+$8	2026-11-06
Essential Partners LLC	UNCHANGED	9	9	0	0%	$76	$83	+$7	2026-10-14
Clearstead Advisors, LLC	UNCHANGED	6	6	0	0%	$51	$56	+$5	2026-11-06
Prospera Financial Services Inc	CLOSED	0	10,813	-10,813	-100%	$91.1K	$0	-$91.1K	2026-11-04
AdvisorNet Financial, Inc	CLOSED	0	10	-10	-100%	$84	$0	-$84	2026-10-15
Miller Value Partners, LLC	N/A	—	2,538,299	-2,538,299	-100%	$21.4M	—	—	—
BlackRock, Inc.	N/A	—	2,290,195	-2,290,195	-100%	$19.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,303,331	-1,303,331	-100%	$11.0M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	1,053,640	-1,053,640	-100%	$8.9M	—	—	—
Renaissance Technologies LLC	N/A	—	672,900	-672,900	-100%	$5.7M	—	—	—
State Street Corp	N/A	—	637,466	-637,466	-100%	$5.4M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	622,325	-622,325	-100%	$5.2M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	460,731	-460,731	-100%	$3.9M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	407,059	-407,059	-100%	$3.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	318,047	-318,047	-100%	$2.7M	—	—	—
Heartland Advisors Inc	N/A	—	300,000	-300,000	-100%	$2.5M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	289,655	-289,655	-100%	$2.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	286,992	-286,992	-100%	$2.4M	—	—	—
Zacks Investment Management	N/A	—	273,149	-273,149	-100%	$2.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	246,012	-246,012	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	241,552	-241,552	-100%	$2.0M	—	—	—
Invst, LLC	N/A	—	238,893	-238,893	-100%	$2.0M	—	—	—
AQR Capital Management LLC	N/A	—	229,543	-229,543	-100%	$1.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	216,485	-216,485	-100%	$1.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	198,139	-198,139	-100%	$1.7M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	168,597	-168,597	-100%	$1.4M	—	—	—
HighTower Advisors, LLC	N/A	—	167,143	-167,143	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	164,718	-164,718	-100%	$1.4M	—	—	—
Martingale Asset Management L P	N/A	—	162,788	-162,788	-100%	$1.4M	—	—	—
Massachusetts Financial Services Co	N/A	—	155,955	-155,955	-100%	$1.3M	—	—	—
Panagora Asset Management Inc	N/A	—	152,728	-152,728	-100%	$1.3M	—	—	—
Morgan Stanley	N/A	—	141,958	-141,958	-100%	$1.2M	—	—	—
Lazard Asset Management LLC	N/A	—	139,514	-139,514	-100%	$1.2M	—	—	—
Nuveen, LLC	N/A	—	127,932	-127,932	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	109,363	-109,363	-100%	$921.9K	—	—	—
Millennium Management LLC	N/A	—	102,937	-102,937	-100%	$867.8K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	102,002	-102,002	-100%	$859.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	96,327	-96,327	-100%	$812.0K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	86,782	-86,782	-100%	$731.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	83,841	-83,841	-100%	$706.8K	—	—	—
PFG Investments, LLC	N/A	—	82,643	-82,643	-100%	$696.7K	—	—	—
XTX Topco Ltd	N/A	—	74,043	-74,043	-100%	$624.2K	—	—	—
Empowered Funds, LLC	N/A	—	72,169	-72,169	-100%	$608.4K	—	—	—
American Century Companies Inc	N/A	—	66,366	-66,366	-100%	$559.5K	—	—	—
State of Wisconsin Investment Board	N/A	—	57,800	-57,800	-100%	$487.3K	—	—	—
Trexquant Investment LP	N/A	—	54,098	-54,098	-100%	$456.0K	—	—	—
Franklin Resources Inc	N/A	—	51,771	-51,771	-100%	$436.4K	—	—	—
Invesco Ltd.	N/A	—	51,030	-51,030	-100%	$430.2K	—	—	—
Rhumbline Advisers	N/A	—	49,410	-49,410	-100%	$416.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	45,954	-45,954	-100%	$388.0K	—	—	—
Mangrove Partners IM, LLC	N/A	—	43,310	-43,310	-100%	$365.1K	—	—	—
Cetera Investment Advisers	N/A	—	41,102	-41,102	-100%	$346.5K	—	—	—
Point72 Asset Management, L.P.	N/A	—	40,266	-40,266	-100%	$339.4K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	39,926	-39,926	-100%	$336.6K	—	—	—
Canada Pension Plan Investment Board	N/A	—	38,100	-38,100	-100%	$321.2K	—	—	—
Man Group plc	N/A	—	33,108	-33,108	-100%	$279.1K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	32,567	-32,567	-100%	$274.5K	—	—	—
Stifel Financial Corp	N/A	—	30,560	-30,560	-100%	$257.6K	—	—	—
Bristlecone Value Partners, LLC	N/A	—	30,000	-30,000	-100%	$252.9K	—	—	—
Wells Fargo & Company	N/A	—	29,927	-29,927	-100%	$252.3K	—	—	—
FMR LLC	N/A	—	22,468	-22,468	-100%	$189.4K	—	—	—
Alliancebernstein L.P.	N/A	—	22,190	-22,190	-100%	$146.7K	—	—	—
UBS Group AG	N/A	—	21,679	-21,679	-100%	$182.8K	—	—	—
Harbour Investments, Inc.	N/A	—	21,673	-21,673	-100%	$182.7K	—	—	—
Focus Partners Wealth	N/A	—	21,246	-21,246	-100%	$179.1K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	21,032	-21,032	-100%	$177.3K	—	—	—
Metis Global Partners, LLC	N/A	—	20,601	-20,601	-100%	$173.7K	—	—	—
Independent Advisor Alliance	N/A	—	19,394	-19,394	-100%	$163.5K	—	—	—
Baird Financial Group, Inc.	N/A	—	17,650	-17,650	-100%	$148.8K	—	—	—
Brevan Howard Capital Management LP	N/A	—	17,511	-17,511	-100%	$147.6K	—	—	—
Engineers Gate Manager LP	N/A	—	17,015	-17,015	-100%	$143.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	16,219	-16,219	-100%	$136.7K	—	—	—
Alta Wealth Advisors LLC	N/A	—	14,920	-14,920	-100%	$125.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	13,827	-13,827	-100%	$116.6K	—	—	—
IEQ Capital, LLC	N/A	—	13,753	-13,753	-100%	$115.9K	—	—	—
Mariner, LLC	N/A	—	13,625	-13,625	-100%	$114.9K	—	—	—
JPMorgan Chase & Co	N/A	—	13,576	-13,576	-100%	$114.3K	—	—	—
Ameriprise Financial Inc	N/A	—	12,095	-12,095	-100%	$102.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	11,885	-11,885	-100%	$100.2K	—	—	—
Quadrature Capital Ltd	N/A	—	11,387	-11,387	-100%	$96.0K	—	—	—
Prudential Financial Inc	N/A	—	11,317	-11,317	-100%	$95.4K	—	—	—
New York State Common Retirement Fund	N/A	—	10,858	-10,858	-100%	$91.5K	—	—	—
Acadian Asset Management LLC	N/A	—	9,243	-9,243	-100%	$77	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	8,850	-8,850	-100%	$74.6K	—	—	—
UBS Asset Management Americas LLC	N/A	—	6,639	-6,639	-100%	$56.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,464	-4,464	-100%	$37.6K	—	—	—
Canada Life Assurance Co	N/A	—	3,945	-3,945	-100%	$33.0K	—	—	—
Legal & General Group Plc	N/A	—	3,088	-3,088	-100%	$26.0K	—	—	—
Arax Advisory Partners	N/A	—	3,064	-3,064	-100%	$25.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,961	-2,961	-100%	$25.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,612	-2,612	-100%	$22.0K	—	—	—
Meeder Asset Management Inc	N/A	—	2,461	-2,461	-100%	$20.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,299	-2,299	-100%	$19.4K	—	—	—
Federated Hermes, Inc.	N/A	—	988	-988	-100%	$8.3K	—	—	—
Royal Bank of Canada	N/A	—	971	-971	-100%	$8.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	584	-584	-100%	$4.9K	—	—	—
California State Teachers Retirement System	N/A	—	389	-389	-100%	$3.3K	—	—	—
SHP Wealth Management	N/A	—	234	-234	-100%	$2.0K	—	—	—
Continuum Advisory, LLC	N/A	—	217	-217	-100%	$1.8K	—	—	—
BFC Planning, Inc.	N/A	—	92	-92	-100%	$776	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	92	-92	-100%	$776	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	57	-57	-100%	$487	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	46	-46	-100%	$388	—	—	—
Rothschild Investment LLC	N/A	—	18	-18	-100%	$152	—	—	—
Quarry LP	N/A	—	18	-18	-100%	$152	—	—	—
Optiver Holding B.V.	N/A	—	2	-2	-100%	$17	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—

Showing 153 of 153 institutions