Quantum-Si Inc (QSI)

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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Sumitomo Mitsui Trust Group, Inc.

DECREASED

Shares3,713,430 from 3,885,230

Change-171,800 (-4%)

Value$4.0M (+$534.9K)

Filed 2026-10-29

Imc-Chicago, LLC

INCREASED

Shares299,521 from 285,758

Change+13,763 (+5%)

Value$320.5K (+$67.6K)

Filed 2026-11-05

Simplex Trading, LLC

INCREASED

Shares241,028 from 165,293

Change+75,735 (+46%)

Value$257.9K (+$111.6K)

Filed 2026-11-04

Verdence Capital Advisors LLC

DECREASED

Shares133,305 from 158,305

Change-25,000 (-16%)

Value$142.6K (+$2.5K)

Filed 2026-10-26

AlphaCore Capital LLC

DECREASED

Shares88,850 from 89,368

Change-518 (-1%)

Value$95.1K (+$16.0K)

Filed 2026-11-04

Green Alpha Advisors, LLC

INCREASED

Shares47,397 from 45,921

Change+1,476 (+3%)

Value$50.7K (+$10.1K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares37,809 from 37,809

Change0 (0%)

Value$40 (+$7)

Filed 2026-11-02

China Universal Asset Management Co., Ltd.

INCREASED

Shares36,300 from 31,484

Change+4,816 (+15%)

Value$34.8K (+$6.9K)

Filed 2026-10-28

SBI Securities Co., Ltd.

INCREASED

Shares36,130 from 33,009

Change+3,121 (+9%)

Value$38.7K (+$9.4K)

Filed 2026-10-22

IPG Investment Advisors LLC

UNCHANGED

Shares30,864 from 30,864

Change0 (0%)

Value$33.0K (+$5.7K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

INCREASED

Shares27,285 from 27,100

Change+185 (+1%)

Value$29.2K (+$5.2K)

Filed 2026-11-02

DLK Investment Management, LLC

INCREASED

Shares23,727 from 19,000

Change+4,727 (+25%)

Value$25.4K (+$5.4K)

Filed 2026-10-09

Leonteq Securities AG

UNCHANGED

Shares22,500 from 22,500

Change0 (0%)

Value$24.1K (+$4.2K)

Filed 2026-10-29

Clear Harbor Asset Management, LLC

NEW

Shares20,000

Change+20,000

Value$21.4K

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$21.4K (+$3.7K)

Filed 2026-10-30

HBW Advisory Services LLC

DECREASED

Shares19,902 from 22,292

Change-2,390 (-11%)

Value$21.3K (+$1.6K)

Filed 2026-10-15

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares17,752 from 79,089

Change-61,337 (-78%)

Value$19.0K (-$51.0K)

Filed 2026-10-16

One Way Holdings LLC

NEW

Shares16,733

Change+16,733

Value$17.9K

Filed 2026-10-29

Bank of New York Mellon Corp

DECREASED

Shares16,605 from 18,805

Change-2,200 (-12%)

Value$17.8K (+$1.1K)

Filed 2026-11-05

Flagship Private Wealth, LLC

UNCHANGED

Shares14,158 from 14,158

Change0 (0%)

Value$15.1K (+$2.6K)

Filed 2026-11-05

Procyon Advisors, LLC

UNCHANGED

Shares13,671 from 13,671

Change0 (0%)

Value$14.6K (+$2.5K)

Filed 2026-10-21

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares10,166 from 8,847

Change+1,319 (+15%)

Value$10.9K (+$3.0K)

Filed 2026-11-03

Verde Capital Management

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.7K (+$1.9K)

Filed 2026-10-28

Citigroup Inc

INCREASED

Shares5,287 from 4,659

Change+628 (+13%)

Value$5.7K (+$1.5K)

Filed 2026-11-04

GF Fund Management Co. Ltd.

DECREASED

Shares4,168 from 4,185

Change-17 (0%)

Value$4.5K (+$756)

Filed 2026-10-26

MTM Investment Management, LLC

UNCHANGED

Shares4,125 from 4,125

Change0 (0%)

Value$4.4K (+$763)

Filed 2026-10-30

FNY Investment Advisers, LLC

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$4 (+$1)

Filed 2026-10-16

Archer Investment Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$2.1K (+$370)

Filed 2026-11-05

Bangor Savings Bank

INCREASED

Shares1,000 from 500

Change+500 (+100%)

Value$1.1K (+$627)

Filed 2026-10-06

TD Waterhouse Canada Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$426 (+$150)

Filed 2026-10-16

Larson Financial Group LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$321 (+$55)

Filed 2026-11-05

Fortitude Family Office, LLC

DECREASED

Shares197 from 1,245

Change-1,048 (-84%)

Value$211 (-$891)

Filed 2026-10-14

Gamma Investing LLC

DECREASED

Shares169 from 1,373

Change-1,204 (-88%)

Value$181 (-$1.0K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

DECREASED

Shares127 from 5,417

Change-5,290 (-98%)

Value$136 (-$4.7K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares23

Change+23

Value$25

Filed 2026-10-21

Monetary Solutions, Ltd

NEW

Shares13

Change+13

Value$14

Filed 2026-10-22

IFP Advisors, Inc

DECREASED

Shares3 from 2,020

Change-2,017 (-100%)

Value$3 (-$1.8K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$1 ($0)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 63,435

Change-63,435 (-100%)

Value$0 (-$45.2K)

Filed 2026-10-13

Creative Planning

CLOSED

Shares0 from 55,884

Change-55,884 (-100%)

Value$0 (-$49.5K)

Filed 2026-11-02

Brighton Jones LLC

CLOSED

Shares0 from 38,585

Change-38,585 (-100%)

Value$0 (-$34.1K)

Filed 2026-11-03

Northern Lights Advisors, Inc.

CLOSED

Shares0 from 29,989

Change-29,989 (-100%)

Value$0 (-$26.5K)

Filed 2026-10-21

Anchyra Partners LLC

CLOSED

Shares0 from 18,974

Change-18,974 (-100%)

Value$0 (-$16.8K)

Filed 2026-10-13

Laurion Capital Management LP

CLOSED

Shares0 from 12,749

Change-12,749 (-100%)

Value$0 (-$11.3K)

Filed 2026-10-30

NorthCrest Asset Manangement, LLC

CLOSED

Shares0 from 11,218

Change-11,218 (-100%)

Value$0 (-$10.8K)

Filed 2026-10-13

Abel Hall, LLC

CLOSED

Shares0 from 11,060

Change-11,060 (-100%)

Value$0 (-$9.8K)

Filed 2026-10-19

Krilogy Financial LLC

CLOSED

Shares0 from 10,635

Change-10,635 (-100%)

Value$0 (-$9.4K)

Filed 2026-10-13

Apollon Wealth Management, LLC

CLOSED

Shares0 from 10,056

Change-10,056 (-100%)

Value$0 (-$8.9K)

Filed 2026-10-23

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$8.9K)

Filed 2026-10-30

Essential Partners LLC

CLOSED

Shares0 from 3,094

Change-3,094 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 959

Change-959 (-100%)

Value$0 (-$849)

Filed 2026-10-08

True Wealth Design, LLC

CLOSED

Shares0 from 720

Change-720 (-100%)

Value$0 (-$638)

Filed 2026-10-13

Gill Capital Partners, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$177)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 185

Change-185 (-100%)

Value$0 (-$164)

Filed 2026-10-26

Vanguard Capital Management LLC

N/A

Shares— from 7,578,208

Change-7,578,208 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 7,167,738

Change-7,167,738 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,225,352

Change-5,225,352 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 3,885,230

Change-3,885,230 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 3,131,726

Change-3,131,726 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,561,897

Change-2,561,897 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,348,665

Change-2,348,665 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 2,236,526

Change-2,236,526 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,142,735

Change-2,142,735 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,116,750

Change-1,116,750 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 1,116,683

Change-1,116,683 (-100%)

Value—

State Street Corp

N/A

Shares— from 890,741

Change-890,741 (-100%)

Value—

Fosun International Ltd

N/A

Shares— from 743,935

Change-743,935 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 553,871

Change-553,871 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 497,098

Change-497,098 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 476,288

Change-476,288 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 450,531

Change-450,531 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 443,929

Change-443,929 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 398,598

Change-398,598 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 350,816

Change-350,816 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 344,510

Change-344,510 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 323,482

Change-323,482 (-100%)

Value—

IQ EQ Fund Management (Ireland) Ltd

N/A

Shares— from 321,134

Change-321,134 (-100%)

Value—

Knollwood Investment Advisory, LLC

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 206,100

Change-206,100 (-100%)

Value—

Barclays PLC

N/A

Shares— from 205,690

Change-205,690 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 177,680

Change-177,680 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 157,689

Change-157,689 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 150,922

Change-150,922 (-100%)

Value—

FMR LLC

N/A

Shares— from 123,767

Change-123,767 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 107,473

Change-107,473 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 100,483

Change-100,483 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 93,647

Change-93,647 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 85,347

Change-85,347 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 84,757

Change-84,757 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 84,612

Change-84,612 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 77,787

Change-77,787 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 77,277

Change-77,277 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 75,989

Change-75,989 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 75,800

Change-75,800 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 73,128

Change-73,128 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 65,011

Change-65,011 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 60,011

Change-60,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 59,585

Change-59,585 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 51,554

Change-51,554 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 44,335

Change-44,335 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 41,397

Change-41,397 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 40,036

Change-40,036 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 39,133

Change-39,133 (-100%)

Value—

Red Wave Investments LLC

N/A

Shares— from 37,000

Change-37,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 36,790

Change-36,790 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 31,000

Change-31,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 30,077

Change-30,077 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 26,350

Change-26,350 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 23,758

Change-23,758 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 23,616

Change-23,616 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 23,320

Change-23,320 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 21,766

Change-21,766 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 20,985

Change-20,985 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 20,350

Change-20,350 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 19,630

Change-19,630 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 17,505

Change-17,505 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 17,219

Change-17,219 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 17,071

Change-17,071 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 13,629

Change-13,629 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 13,008

Change-13,008 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 12,119

Change-12,119 (-100%)

Value—

Jefferies Financial Group Inc.

N/A

Shares— from 11,350

Change-11,350 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,333

Change-11,333 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,168

Change-11,168 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 10,439

Change-10,439 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 10,207

Change-10,207 (-100%)

Value—

RED Reef Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,465

Change-8,465 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 7,813

Change-7,813 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 7,551

Change-7,551 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,814

Change-4,814 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 3,854

Change-3,854 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 3,680

Change-3,680 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,436

Change-1,436 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 562

Change-562 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 299

Change-299 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 242

Change-242 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 132

Change-132 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 53

Change-53 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 50

Change-50 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 30

Change-30 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

	Status
Sumitomo Mitsui Trust Group, Inc.	DECREASED	3,713,430	3,885,230	-171,800	-4%	$3.4M	$4.0M	+$534.9K	2026-10-29
Imc-Chicago, LLC	INCREASED	299,521	285,758	+13,763	+5%	$252.9K	$320.5K	+$67.6K	2026-11-05
Simplex Trading, LLC	INCREASED	241,028	165,293	+75,735	+46%	$146.3K	$257.9K	+$111.6K	2026-11-04
Verdence Capital Advisors LLC	DECREASED	133,305	158,305	-25,000	-16%	$140.1K	$142.6K	+$2.5K	2026-10-26
AlphaCore Capital LLC	DECREASED	88,850	89,368	-518	-1%	$79.1K	$95.1K	+$16.0K	2026-11-04
Green Alpha Advisors, LLC	INCREASED	47,397	45,921	+1,476	+3%	$40.6K	$50.7K	+$10.1K	2026-10-08
Cambridge Investment Research Advisors, Inc.	UNCHANGED	37,809	37,809	0	0%	$33	$40	+$7	2026-11-02
China Universal Asset Management Co., Ltd.	INCREASED	36,300	31,484	+4,816	+15%	$27.9K	$34.8K	+$6.9K	2026-10-28
SBI Securities Co., Ltd.	INCREASED	36,130	33,009	+3,121	+9%	$29.2K	$38.7K	+$9.4K	2026-10-22
IPG Investment Advisors LLC	UNCHANGED	30,864	30,864	0	0%	$27.3K	$33.0K	+$5.7K	2026-10-30
Commonwealth Equity Services, LLC	INCREASED	27,285	27,100	+185	+1%	$24.0K	$29.2K	+$5.2K	2026-11-02
DLK Investment Management, LLC	INCREASED	23,727	19,000	+4,727	+25%	$20.0K	$25.4K	+$5.4K	2026-10-09
Leonteq Securities AG	UNCHANGED	22,500	22,500	0	0%	$19.9K	$24.1K	+$4.2K	2026-10-29
Clear Harbor Asset Management, LLC	NEW	20,000	—	+20,000	—	—	$21.4K	—	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	20,000	20,000	0	0%	$17.7K	$21.4K	+$3.7K	2026-10-30
HBW Advisory Services LLC	DECREASED	19,902	22,292	-2,390	-11%	$19.7K	$21.3K	+$1.6K	2026-10-15
Y-Intercept (Hong Kong) Ltd	DECREASED	17,752	79,089	-61,337	-78%	$70.0K	$19.0K	-$51.0K	2026-10-16
One Way Holdings LLC	NEW	16,733	—	+16,733	—	—	$17.9K	—	2026-10-29
Bank of New York Mellon Corp	DECREASED	16,605	18,805	-2,200	-12%	$16.6K	$17.8K	+$1.1K	2026-11-05
Flagship Private Wealth, LLC	UNCHANGED	14,158	14,158	0	0%	$12.5K	$15.1K	+$2.6K	2026-11-05
Procyon Advisors, LLC	UNCHANGED	13,671	13,671	0	0%	$12.1K	$14.6K	+$2.5K	2026-10-21
Mirae Asset Global Investments Co., Ltd.	INCREASED	10,166	8,847	+1,319	+15%	$7.8K	$10.9K	+$3.0K	2026-11-03
Verde Capital Management	UNCHANGED	10,000	10,000	0	0%	$8.9K	$10.7K	+$1.9K	2026-10-28
Citigroup Inc	INCREASED	5,287	4,659	+628	+13%	$4.1K	$5.7K	+$1.5K	2026-11-04
GF Fund Management Co. Ltd.	DECREASED	4,168	4,185	-17	0%	$3.7K	$4.5K	+$756	2026-10-26
MTM Investment Management, LLC	UNCHANGED	4,125	4,125	0	0%	$3.7K	$4.4K	+$763	2026-10-30
FNY Investment Advisers, LLC	UNCHANGED	4,000	4,000	0	0%	$3	$4	+$1	2026-10-16
Archer Investment Corp	UNCHANGED	2,000	2,000	0	0%	$1.8K	$2.1K	+$370	2026-11-05
Bangor Savings Bank	INCREASED	1,000	500	+500	+100%	$443	$1.1K	+$627	2026-10-06
TD Waterhouse Canada Inc.	UNCHANGED	300	300	0	0%	$276	$426	+$150	2026-10-16
Larson Financial Group LLC	UNCHANGED	300	300	0	0%	$266	$321	+$55	2026-11-05
Fortitude Family Office, LLC	DECREASED	197	1,245	-1,048	-84%	$1.1K	$211	-$891	2026-10-14
Gamma Investing LLC	DECREASED	169	1,373	-1,204	-88%	$1.2K	$181	-$1.0K	2026-10-08
EverSource Wealth Advisors, LLC	DECREASED	127	5,417	-5,290	-98%	$4.8K	$136	-$4.7K	2026-11-04
Root Financial Partners, LLC	NEW	23	—	+23	—	—	$25	—	2026-10-21
Monetary Solutions, Ltd	NEW	13	—	+13	—	—	$14	—	2026-10-22
IFP Advisors, Inc	DECREASED	3	2,020	-2,017	-100%	$1.8K	$3	-$1.8K	2026-10-16
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$1	$1	$0	2026-10-29
Wealth Enhancement Advisory Services, LLC	CLOSED	0	63,435	-63,435	-100%	$45.2K	$0	-$45.2K	2026-10-13
Creative Planning	CLOSED	0	55,884	-55,884	-100%	$49.5K	$0	-$49.5K	2026-11-02
Brighton Jones LLC	CLOSED	0	38,585	-38,585	-100%	$34.1K	$0	-$34.1K	2026-11-03
Northern Lights Advisors, Inc.	CLOSED	0	29,989	-29,989	-100%	$26.5K	$0	-$26.5K	2026-10-21
Anchyra Partners LLC	CLOSED	0	18,974	-18,974	-100%	$16.8K	$0	-$16.8K	2026-10-13
Laurion Capital Management LP	CLOSED	0	12,749	-12,749	-100%	$11.3K	$0	-$11.3K	2026-10-30
NorthCrest Asset Manangement, LLC	CLOSED	0	11,218	-11,218	-100%	$10.8K	$0	-$10.8K	2026-10-13
Abel Hall, LLC	CLOSED	0	11,060	-11,060	-100%	$9.8K	$0	-$9.8K	2026-10-19
Krilogy Financial LLC	CLOSED	0	10,635	-10,635	-100%	$9.4K	$0	-$9.4K	2026-10-13
Apollon Wealth Management, LLC	CLOSED	0	10,056	-10,056	-100%	$8.9K	$0	-$8.9K	2026-10-23
Kestra Private Wealth Services, LLC	CLOSED	0	10,000	-10,000	-100%	$8.9K	$0	-$8.9K	2026-10-30
Essential Partners LLC	CLOSED	0	3,094	-3,094	-100%	$2.7K	$0	-$2.7K	2026-10-14
Farther Finance Advisors, LLC	CLOSED	0	959	-959	-100%	$849	$0	-$849	2026-10-08
True Wealth Design, LLC	CLOSED	0	720	-720	-100%	$638	$0	-$638	2026-10-13
Gill Capital Partners, LLC	CLOSED	0	200	-200	-100%	$177	$0	-$177	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	185	-185	-100%	$164	$0	-$164	2026-10-26
Vanguard Capital Management LLC	N/A	—	7,578,208	-7,578,208	-100%	$6.7M	—	—	—
ARK Investment Management LLC	N/A	—	7,167,738	-7,167,738	-100%	$6.3M	—	—	—
BlackRock, Inc.	N/A	—	5,225,352	-5,225,352	-100%	$4.6M	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	3,885,230	-3,885,230	-100%	$3.5M	—	—	—
Millennium Management LLC	N/A	—	3,131,726	-3,131,726	-100%	$2.8M	—	—	—
UBS Group AG	N/A	—	2,561,897	-2,561,897	-100%	$2.3M	—	—	—
AQR Capital Management LLC	N/A	—	2,348,665	-2,348,665	-100%	$2.1M	—	—	—
Geode Capital Management, LLC	N/A	—	2,236,526	-2,236,526	-100%	$2.0M	—	—	—
Jane Street Group, LLC	N/A	—	2,142,735	-2,142,735	-100%	$1.9M	—	—	—
Susquehanna International Group, LLP	N/A	—	1,116,750	-1,116,750	-100%	$988.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	1,116,683	-1,116,683	-100%	$988.3K	—	—	—
State Street Corp	N/A	—	890,741	-890,741	-100%	$788.3K	—	—	—
Fosun International Ltd	N/A	—	743,935	-743,935	-100%	$658.4K	—	—	—
Renaissance Technologies LLC	N/A	—	553,871	-553,871	-100%	$490.2K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	497,098	-497,098	-100%	$439.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	476,288	-476,288	-100%	$421.5K	—	—	—
Northern Trust Corp	N/A	—	450,531	-450,531	-100%	$398.7K	—	—	—
Invesco Ltd.	N/A	—	443,929	-443,929	-100%	$392.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	398,598	-398,598	-100%	$352.8K	—	—	—
IEQ Capital, LLC	N/A	—	350,816	-350,816	-100%	$310.5K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	344,510	-344,510	-100%	$304.9K	—	—	—
Morgan Stanley	N/A	—	323,482	-323,482	-100%	$286.3K	—	—	—
IQ EQ Fund Management (Ireland) Ltd	N/A	—	321,134	-321,134	-100%	$284.2K	—	—	—
Knollwood Investment Advisory, LLC	N/A	—	300,000	-300,000	-100%	$265.5K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	206,100	-206,100	-100%	$182.4K	—	—	—
Barclays PLC	N/A	—	205,690	-205,690	-100%	$182.0K	—	—	—
XTX Topco Ltd	N/A	—	177,680	-177,680	-100%	$157.2K	—	—	—
Mariner, LLC	N/A	—	157,689	-157,689	-100%	$139.6K	—	—	—
Shay Capital LLC	N/A	—	150,922	-150,922	-100%	$133.6K	—	—	—
FMR LLC	N/A	—	123,767	-123,767	-100%	$109.5K	—	—	—
Group One Trading LLC	N/A	—	107,473	-107,473	-100%	$95.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	100,483	-100,483	-100%	$85.8K	—	—	—
HRT Financial LP	N/A	—	93,647	-93,647	-100%	$82	—	—	—
Cerity Partners LLC	N/A	—	85,347	-85,347	-100%	$75.5K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	84,757	-84,757	-100%	$75.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	84,612	-84,612	-100%	$74.9K	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	77,787	-77,787	-100%	$69.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	77,277	-77,277	-100%	$68.4K	—	—	—
Rhumbline Advisers	N/A	—	75,989	-75,989	-100%	$67.2K	—	—	—
Winton Group Ltd	N/A	—	75,800	-75,800	-100%	$67.1K	—	—	—
Captrust Financial Advisors	N/A	—	73,128	-73,128	-100%	$64.7K	—	—	—
Hollencrest Capital Management	N/A	—	65,011	-65,011	-100%	$57.5K	—	—	—
GSA Capital Partners LLP	N/A	—	60,011	-60,011	-100%	$53.0K	—	—	—
Bank of America Corp	N/A	—	59,585	-59,585	-100%	$52.7K	—	—	—
Atom Investors LP	N/A	—	51,554	-51,554	-100%	$45.6K	—	—	—
Citadel Advisors LLC	N/A	—	44,335	-44,335	-100%	$39.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	41,397	-41,397	-100%	$36.6K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	40,036	-40,036	-100%	$35.4K	—	—	—
Point72 Asset Management, L.P.	N/A	—	39,133	-39,133	-100%	$34.6K	—	—	—
Red Wave Investments LLC	N/A	—	37,000	-37,000	-100%	$32.7K	—	—	—
Arax Advisory Partners	N/A	—	36,790	-36,790	-100%	$32.6K	—	—	—
Kovack Advisors, Inc.	N/A	—	31,000	-31,000	-100%	$27.4K	—	—	—
Nuveen, LLC	N/A	—	30,077	-30,077	-100%	$26.6K	—	—	—
Wealth Management Associates, Inc.	N/A	—	26,350	-26,350	-100%	$23.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	23,758	-23,758	-100%	$21.0K	—	—	—
Merit Financial Group, LLC	N/A	—	23,616	-23,616	-100%	$20.9K	—	—	—
Pallas Capital Advisors LLC	N/A	—	23,320	-23,320	-100%	$20.6K	—	—	—
Neuberger Berman Group LLC	N/A	—	21,766	-21,766	-100%	$19.3K	—	—	—
LPL Financial LLC	N/A	—	20,985	-20,985	-100%	$18.6K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	20,350	-20,350	-100%	$18.0K	—	—	—
Victory Capital Management Inc	N/A	—	19,630	-19,630	-100%	$17.4K	—	—	—
SG Americas Securities, LLC	N/A	—	17,505	-17,505	-100%	$15	—	—	—
Focus Partners Wealth	N/A	—	17,219	-17,219	-100%	$15.2K	—	—	—
JPMorgan Chase & Co	N/A	—	17,071	-17,071	-100%	$15.2K	—	—	—
Balyasny Asset Management L.P.	N/A	—	13,629	-13,629	-100%	$12.1K	—	—	—
Raymond James Financial Inc	N/A	—	13,008	-13,008	-100%	$11.5K	—	—	—
Callan Family Office, LLC	N/A	—	12,119	-12,119	-100%	$10.7K	—	—	—
Jefferies Financial Group Inc.	N/A	—	11,350	-11,350	-100%	$10.0K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,333	-11,333	-100%	$10.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,168	-11,168	-100%	$9.9K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	10,439	-10,439	-100%	$9.2K	—	—	—
Cresset Asset Management, LLC	N/A	—	10,207	-10,207	-100%	$9.0K	—	—	—
RED Reef Advisors LLC	N/A	—	10,000	-10,000	-100%	$8.9K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	10,000	-10,000	-100%	$8.9K	—	—	—
Royal Bank of Canada	N/A	—	8,465	-8,465	-100%	$7.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	7,813	-7,813	-100%	$7.0K	—	—	—
Russell Investments Group, Ltd.	N/A	—	7,551	-7,551	-100%	$6.7K	—	—	—
Allworth Financial LP	N/A	—	4,814	-4,814	-100%	$4.3K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	3,854	-3,854	-100%	$3.4K	—	—	—
Pinney & Scofield, Inc.	N/A	—	3,680	-3,680	-100%	$3.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,000	-2,000	-100%	$1.8K	—	—	—
Rothschild Investment LLC	N/A	—	1,436	-1,436	-100%	$1.3K	—	—	—
Rialto Wealth Management, LLC	N/A	—	562	-562	-100%	$498	—	—	—
Harbour Investments, Inc.	N/A	—	299	-299	-100%	$265	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	242	-242	-100%	$213	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	132	-132	-100%	$116	—	—	—
Clearstead Advisors, LLC	N/A	—	53	-53	-100%	$47	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	50	-50	-100%	$44	—	—	—
Optiver Holding B.V.	N/A	—	30	-30	-100%	$27	—	—	—
JPL Wealth Management, LLC	N/A	—	26	-26	-100%	$24	—	—	—

Showing 144 of 144 institutions