IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

RMR Group Inc (RMR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares462,502 from 480,913
Change-18,411 (-4%)
Value$8.4M (-$1.5M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares331,411 from 310,912
Change+20,499 (+7%)
Value$6.0M (-$391.1K)
Filed 2026-11-04
Morguard Lincluden Global Investments Ltd
UNCHANGED
Shares290,000 from 290,000
Change0 (0%)
Value$5.2K (-$5.9M)
Filed 2026-10-28
Garner Asset Management Corp
DECREASED
Shares264,533 from 332,472
Change-67,939 (-20%)
Value$4.6M (-$2.2M)
Filed 2026-10-30
CWA Asset Management Group, LLC
INCREASED
Shares112,805 from 98,576
Change+14,229 (+14%)
Value$2.0M (+$15.7K)
Filed 2026-10-19
Aviance Capital Partners, LLC
INCREASED
Shares92,128 from 89,340
Change+2,788 (+3%)
Value$1.7M (-$168.5K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares84,967 from 79,453
Change+5,514 (+7%)
Value$1.5M (-$95.0K)
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
DECREASED
Shares76,908 from 77,364
Change-456 (-1%)
Value$1.4M (-$197.8K)
Filed 2026-10-19
Pavaki Capital Management LLC
INCREASED
Shares55,500 from 35,500
Change+20,000 (+56%)
Value$1.0M (+$274.6K)
Filed 2026-10-26
Jefferies Financial Group Inc.
DECREASED
Shares55,200 from 102,511
Change-47,311 (-46%)
Value$998.0K (-$1.1M)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares53,867 from 59,414
Change-5,547 (-9%)
Value$973.9K (-$245.9K)
Filed 2026-11-05
SummerHaven Investment Management, LLC
NEW
Shares44,632
Change+44,632
Value$806.9K
Filed 2026-10-19
Barclays PLC
INCREASED
Shares41,909 from 38,050
Change+3,859 (+10%)
Value$757.7K (-$23.5K)
Filed 2026-11-06
Inspire Investing, LLC
INCREASED
Shares35,122 from 32,849
Change+2,273 (+7%)
Value$635.0K (-$39.4K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares31,627 from 23,951
Change+7,676 (+32%)
Value$571.8K (+$80.1K)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares29,651 from 35,735
Change-6,084 (-17%)
Value$536.1K (-$197.6K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares23,266 from 19,238
Change+4,028 (+21%)
Value$420.7K (+$25.7K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares14,131 from 11,540
Change+2,591 (+22%)
Value$255.5K (+$18.6K)
Filed 2026-10-28
Russell Investments Group, Ltd.
DECREASED
Shares12,930 from 55,548
Change-42,618 (-77%)
Value$233.8K (-$906.6K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares12,627 from 14,477
Change-1,850 (-13%)
Value$228.3K (-$68.9K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares12,490 from 12,497
Change-7 (0%)
Value$225.8K (-$30.7K)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
DECREASED
Shares11,695 from 14,372
Change-2,677 (-19%)
Value$211 (-$294.8K)
Filed 2026-10-22
R Squared Ltd
NEW
Shares11,685
Change+11,685
Value$211.3K
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares4,360 from 10,211
Change-5,851 (-57%)
Value$78.8K (-$130.8K)
Filed 2026-11-04
Strs Ohio
INCREASED
Shares4,200 from 3,000
Change+1,200 (+40%)
Value$75.9K (+$14.3K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares4,159 from 3,052
Change+1,107 (+36%)
Value$75.2K (+$12.5K)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares3,180 from 1,099
Change+2,081 (+189%)
Value$57.5K (+$34.9K)
Filed 2026-10-23
State of Alaska, Department of Revenue
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$49 (-$7)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares1,270 from 910
Change+360 (+40%)
Value$23.0K (+$4.3K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,260 from 1,260
Change0 (0%)
Value$22.8K (-$3.1K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares1,061 from 1,056
Change+5 (+0%)
Value$19.2K (-$2.5K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$16.1K (-$2.2K)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$13.2K (-$1.8K)
Filed 2026-10-02
Simplex Trading, LLC
INCREASED
Shares714 from 140
Change+574 (+410%)
Value$12.9K (+$10.0K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares692 from 720
Change-28 (-4%)
Value$12 (-$3)
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares547 from 471
Change+76 (+16%)
Value$9.9K (+$220)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares530 from 116
Change+414 (+357%)
Value$9.6K (+$7.2K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares444 from 88
Change+356 (+405%)
Value$8.0K (+$6.2K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$8.3K ($0)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares304 from 312
Change-8 (-3%)
Value$5.5K (-$909)
Filed 2026-10-05
Rossby Financial, LCC
NEW
Shares202
Change+202
Value$3.7K
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares172 from 2
Change+170 (+8500%)
Value$3.1K (+$3.1K)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares163 from 35
Change+128 (+366%)
Value$2.9K (+$2.2K)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$2.7K (-$370)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares127 from 177
Change-50 (-28%)
Value$2.3K (-$1.3K)
Filed 2026-10-14
Private Wealth Management Group, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$2.0K (-$276)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares109 from 115
Change-6 (-5%)
Value$2.0K (-$390)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$1.9K (-$260)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.8K (-$245)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares85 from 6
Change+79 (+1317%)
Value$1.5K (+$1.4K)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Tsfg, LLC
DECREASED
Shares64 from 76
Change-12 (-16%)
Value$1 (-$1)
Filed 2026-10-23
IFP Advisors, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$1.1K (-$147)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares56
Change+56
Value$1.0K
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares55 from 54
Change+1 (+2%)
Value$1.0K (-$110)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$886 (-$120)
Filed 2026-10-05
Parkside Financial Bank & Trust
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$635 (-$84)
Filed 2026-10-27
True Wealth Design, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$344 (-$47)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$198 (-$28)
Filed 2026-10-16
Compass Financial Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$144 (-$16)
Filed 2026-10-30
Golden State Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$145 (-$19)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$145 (-$19)
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$108 (-$15)
Filed 2026-11-06
Private Trust Co NA
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$90 (-$13)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$72 (+$10)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$72 (-$10)
Filed 2026-10-08
Assetmark, Inc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$72 (-$10)
Filed 2026-10-21
Albion Financial Group
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$73 (-$10)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$73 (-$10)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$36 (-$5)
Filed 2026-10-29
Eukles Asset Management
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (-$3)
Filed 2026-11-04
Fortis Group Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$18 (-$3)
Filed 2026-11-06
Principal Financial Group Inc
CLOSED
Shares0 from 44,263
Change-44,263 (-100%)
Value$0 (-$908.7K)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
CLOSED
Shares0 from 9,939
Change-9,939 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-20
New York State Teachers Retirement System
CLOSED
Shares0 from 1,410
Change-1,410 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-22
International Assets Investment Management, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$719)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$517)
Filed 2026-10-13
Clearstead Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$309)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$280)
Filed 2026-10-15
Vision Financial Markets LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$42)
Filed 2026-10-22
Founders Capital Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$41)
Filed 2026-10-13
Point Nemo Capital, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$11)
Filed 2026-11-03
BlackRock, Inc.
N/A
Shares— from 1,483,326
Change-1,483,326 (-100%)
Value—
Nantahala Capital Management, LLC
N/A
Shares— from 1,147,902
Change-1,147,902 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 875,317
Change-875,317 (-100%)
Value—
Flat Footed LLC
N/A
Shares— from 861,507
Change-861,507 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 859,675
Change-859,675 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 762,493
Change-762,493 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 693,823
Change-693,823 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 535,817
Change-535,817 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 418,714
Change-418,714 (-100%)
Value—
State Street Corp
N/A
Shares— from 406,118
Change-406,118 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 390,120
Change-390,120 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 193,846
Change-193,846 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 188,393
Change-188,393 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 186,768
Change-186,768 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 136,039
Change-136,039 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 106,967
Change-106,967 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 104,815
Change-104,815 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 95,395
Change-95,395 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 87,083
Change-87,083 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 84,656
Change-84,656 (-100%)
Value—
Norges Bank
N/A
Shares— from 69,800
Change-69,800 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 64,511
Change-64,511 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 64,355
Change-64,355 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 64,253
Change-64,253 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 58,651
Change-58,651 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 50,022
Change-50,022 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 41,500
Change-41,500 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 36,046
Change-36,046 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 33,363
Change-33,363 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 30,954
Change-30,954 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 29,780
Change-29,780 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 28,821
Change-28,821 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 28,183
Change-28,183 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 25,758
Change-25,758 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 25,366
Change-25,366 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,242
Change-25,242 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,797
Change-23,797 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 22,496
Change-22,496 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,512
Change-20,512 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20,178
Change-20,178 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,231
Change-19,231 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 10,354
Change-10,354 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,285
Change-10,285 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,172
Change-10,172 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,279
Change-7,279 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 947
Change-947 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 455
Change-455 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 426
Change-426 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 218
Change-218 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 136
Change-136 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 80
Change-80 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Quarry LP
N/A
Shares— from 46
Change-46 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 42
Change-42 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2
Change-2 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2
Change-2 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED462,502480,913-18,411-4%$9.9M$8.4M-$1.5M2026-11-06
Dimensional Fund Advisors LP
INCREASED331,411310,912+20,499+7%$6.4M$6.0M-$391.1K2026-11-04
Morguard Lincluden Global Investments Ltd
UNCHANGED290,000290,00000%$6.0M$5.2K-$5.9M2026-10-28
Garner Asset Management Corp
DECREASED264,533332,472-67,939-20%$6.8M$4.6M-$2.2M2026-10-30
CWA Asset Management Group, LLC
INCREASED112,80598,576+14,229+14%$2.0M$2.0M+$15.7K2026-10-19
Aviance Capital Partners, LLC
INCREASED92,12889,340+2,788+3%$1.8M$1.7M-$168.5K2026-10-29
Bank of New York Mellon Corp
INCREASED84,96779,453+5,514+7%$1.6M$1.5M-$95.0K2026-11-05
Linden Thomas Advisory Services, LLC
DECREASED76,90877,364-456-1%$1.6M$1.4M-$197.8K2026-10-19
Pavaki Capital Management LLC
INCREASED55,50035,500+20,000+56%$728.8K$1.0M+$274.6K2026-10-26
Jefferies Financial Group Inc.
DECREASED55,200102,511-47,311-46%$2.1M$998.0K-$1.1M2026-11-05
Ritholtz Wealth Management
DECREASED53,86759,414-5,547-9%$1.2M$973.9K-$245.9K2026-11-05
SummerHaven Investment Management, LLC
NEW44,632—+44,632——$806.9K—2026-10-19
Barclays PLC
INCREASED41,90938,050+3,859+10%$781.2K$757.7K-$23.5K2026-11-06
Inspire Investing, LLC
INCREASED35,12232,849+2,273+7%$674.4K$635.0K-$39.4K2026-10-22
Creative Planning
INCREASED31,62723,951+7,676+32%$491.7K$571.8K+$80.1K2026-11-02
AlphaCore Capital LLC
DECREASED29,65135,735-6,084-17%$733.6K$536.1K-$197.6K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED23,26619,238+4,028+21%$395.0K$420.7K+$25.7K2026-11-06
State of Wyoming
INCREASED14,13111,540+2,591+22%$236.9K$255.5K+$18.6K2026-10-28
Russell Investments Group, Ltd.
DECREASED12,93055,548-42,618-77%$1.1M$233.8K-$906.6K2026-11-06
Deutsche Bank Ag\
DECREASED12,62714,477-1,850-13%$297.2K$228.3K-$68.9K2026-11-06
Sterling Capital Management LLC
DECREASED12,49012,497-70%$256.6K$225.8K-$30.7K2026-10-22
Harbor Capital Advisors, Inc.
DECREASED11,69514,372-2,677-19%$295.0K$211-$294.8K2026-10-22
R Squared Ltd
NEW11,685—+11,685——$211.3K—2026-11-06
Citigroup Inc
DECREASED4,36010,211-5,851-57%$209.6K$78.8K-$130.8K2026-11-04
Strs Ohio
INCREASED4,2003,000+1,200+40%$61.6K$75.9K+$14.3K2026-10-30
Triumph Capital Management
INCREASED4,1593,052+1,107+36%$62.7K$75.2K+$12.5K2026-10-14
Signaturefd, LLC
INCREASED3,1801,099+2,081+189%$22.6K$57.5K+$34.9K2026-10-23
State of Alaska, Department of Revenue
UNCHANGED2,7582,75800%$56$49-$72026-10-15
Gamma Investing LLC
INCREASED1,270910+360+40%$18.7K$23.0K+$4.3K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,2601,26000%$25.9K$22.8K-$3.1K2026-10-27
PNC Financial Services Group, Inc.
INCREASED1,0611,056+5+0%$21.7K$19.2K-$2.5K2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED89189100%$18.3K$16.1K-$2.2K2026-10-20
Versant Capital Management, Inc
UNCHANGED73173100%$15.0K$13.2K-$1.8K2026-10-02
Simplex Trading, LLC
INCREASED714140+574+410%$2.9K$12.9K+$10.0K2026-11-04
Covestor Ltd
DECREASED692720-28-4%$15$12-$32026-10-30
SBI Securities Co., Ltd.
INCREASED547471+76+16%$9.7K$9.9K+$2202026-10-22
Farther Finance Advisors, LLC
INCREASED530116+414+357%$2.4K$9.6K+$7.2K2026-10-08
Parallel Advisors, LLC
INCREASED44488+356+405%$1.8K$8.0K+$6.2K2026-11-03
Allworth Financial LP
UNCHANGED40640600%$8.3K$8.3K$02026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED304312-8-3%$6.4K$5.5K-$9092026-10-05
Rossby Financial, LCC
NEW202—+202——$3.7K—2026-11-05
SJS Investment Consulting Inc.
INCREASED1722+170+8500%$42$3.1K+$3.1K2026-10-26
Fortitude Family Office, LLC
INCREASED16335+128+366%$719$2.9K+$2.2K2026-10-14
Montgomery Financial Services LLC
UNCHANGED15115100%$3.1K$2.7K-$3702026-11-03
Essential Partners LLC
DECREASED127177-50-28%$3.6K$2.3K-$1.3K2026-10-14
Private Wealth Management Group, LLC
UNCHANGED11311300%$2.3K$2.0K-$2762026-10-19
EverSource Wealth Advisors, LLC
DECREASED109115-6-5%$2.4K$2.0K-$3902026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED10610600%$2.2K$1.9K-$2602026-10-16
Fifth Third Bancorp
UNCHANGED10010000%$2.1K$1.8K-$2452026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED856+79+1317%$123$1.5K+$1.4K2026-10-16
Avion Wealth
UNCHANGED676700%$1$1$02026-11-04
Tsfg, LLC
DECREASED6476-12-16%$2$1-$12026-10-23
IFP Advisors, Inc
UNCHANGED606000%$1.2K$1.1K-$1472026-10-16
Root Financial Partners, LLC
NEW56—+56——$1.0K—2026-10-21
Larson Financial Group LLC
INCREASED5554+1+2%$1.1K$1.0K-$1102026-11-05
Tompkins Financial Corp
UNCHANGED494900%$1.0K$886-$1202026-10-05
Parkside Financial Bank & Trust
UNCHANGED353500%$719$635-$842026-10-27
True Wealth Design, LLC
UNCHANGED191900%$391$344-$472026-10-13
TD Waterhouse Canada Inc.
UNCHANGED111100%$226$198-$282026-10-16
Compass Financial Management LLC
UNCHANGED8800%$160$144-$162026-10-30
Golden State Wealth Management, LLC
UNCHANGED8800%$164$145-$192026-11-02
North Star Investment Management Corp.
UNCHANGED8800%$164$145-$192026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED6600%$123$108-$152026-11-06
Private Trust Co NA
UNCHANGED5500%$103$90-$132026-10-20
US Bancorp \de\
INCREASED43+1+33%$62$72+$102026-11-05
CoreCap Advisors, LLC
UNCHANGED4400%$82$72-$102026-10-08
Assetmark, Inc
UNCHANGED4400%$82$72-$102026-10-21
Albion Financial Group
UNCHANGED4400%$83$73-$102026-10-21
Wolff Wiese Magana LLC
UNCHANGED4400%$83$73-$102026-10-15
Caitong International Asset Management Co., Ltd
UNCHANGED2200%$41$36-$52026-10-29
Eukles Asset Management
UNCHANGED1100%$21$18-$32026-11-04
Fortis Group Advisors, LLC
UNCHANGED1100%$21$18-$32026-11-06
Principal Financial Group Inc
CLOSED044,263-44,263-100%$908.7K$0-$908.7K2026-11-02
Robeco Institutional Asset Management B.V.
CLOSED09,939-9,939-100%$204.0K$0-$204.0K2026-10-20
New York State Teachers Retirement System
CLOSED01,410-1,410-100%$29.0K$0-$29.0K2026-10-22
International Assets Investment Management, LLC
CLOSED035-35-100%$719$0-$7192026-11-02
Salem Investment Counselors Inc
CLOSED025-25-100%$517$0-$5172026-10-13
Clearstead Advisors, LLC
CLOSED015-15-100%$309$0-$3092026-11-06
AdvisorNet Financial, Inc
CLOSED014-14-100%$280$0-$2802026-10-15
Vision Financial Markets LLC
CLOSED02-2-100%$42$0-$422026-10-22
Founders Capital Management
CLOSED02-2-100%$41$0-$412026-10-13
Point Nemo Capital, LLC
CLOSED01-1-100%$11$0-$112026-11-03
BlackRock, Inc.
N/A—1,483,326-1,483,326-100%$30.5M———
Nantahala Capital Management, LLC
N/A—1,147,902-1,147,902-100%$23.6M———
Vanguard Portfolio Management LLC
N/A—875,317-875,317-100%$18.0M———
Flat Footed LLC
N/A—861,507-861,507-100%$17.7M———
Bank of America Corp
N/A—859,675-859,675-100%$17.6M———
Morgan Stanley
N/A—762,493-762,493-100%$15.7M———
Vanguard Capital Management LLC
N/A—693,823-693,823-100%$14.2M———
Federated Hermes, Inc.
N/A—535,817-535,817-100%$11.0M———
Renaissance Technologies LLC
N/A—418,714-418,714-100%$8.6M———
State Street Corp
N/A—406,118-406,118-100%$8.3M———
Hotchkis & Wiley Capital Management LLC
N/A—390,120-390,120-100%$8.0M———
O'shaughnessy Asset Management, LLC
N/A—193,846-193,846-100%$4.0M———
Northern Trust Corp
N/A—188,393-188,393-100%$3.9M———
Goldman Sachs Group Inc
N/A—186,768-186,768-100%$3.8M———
Charles Schwab Investment Management Inc
N/A—136,039-136,039-100%$2.8M———
Vanguard Fiduciary Trust Co
N/A—106,967-106,967-100%$2.2M———
Truvestments Capital LLC
N/A—104,815-104,815-100%$2.2M———
Stifel Financial Corp
N/A—95,395-95,395-100%$2.0M———
Quantinno Capital Management LP
N/A—87,083-87,083-100%$1.8M———
AQR Capital Management LLC
N/A—84,656-84,656-100%$1.7M———
Norges Bank
N/A—69,800-69,800-100%$1.4M———
Tudor Investment Corp ET AL
N/A—64,511-64,511-100%$1.3M———
NewEdge Advisors, LLC
N/A—64,355-64,355-100%$1.3M———
Price T Rowe Associates Inc
N/A—64,253-64,253-100%$1.3M———
Corsair Capital Management, L.P.
N/A—60,000-60,000-100%$1.2M———
Trexquant Investment LP
N/A—58,651-58,651-100%$1.2M———
Nuveen, LLC
N/A—50,022-50,022-100%$1.0M———
Globeflex Capital L P
N/A—41,500-41,500-100%$852.0K———
Prelude Capital Management, LLC
N/A—36,046-36,046-100%$740.0K———
Invesco Ltd.
N/A—33,363-33,363-100%$684.9K———
American Century Companies Inc
N/A—30,954-30,954-100%$635.5K———
New Age Alpha Advisors, LLC
N/A—29,780-29,780-100%$611.4K———
Martingale Asset Management L P
N/A—28,821-28,821-100%$591.7K———
Janney Montgomery Scott LLC
N/A—28,183-28,183-100%$579.0K———
Susquehanna Portfolio Strategies, LLC
N/A—25,758-25,758-100%$528.8K———
Two Sigma Investments, LP
N/A—25,366-25,366-100%$520.8K———
UBS Group AG
N/A—25,242-25,242-100%$518.2K———
Alliancebernstein L.P.
N/A—23,797-23,797-100%$368.1K———
Verdad Advisers, LP
N/A—22,496-22,496-100%$461.8K———
Rhumbline Advisers
N/A—20,512-20,512-100%$421.1K———
Wells Fargo & Company
N/A—20,178-20,178-100%$414.2K———
Numerai GP LLC
N/A—20,098-20,098-100%$412.6K———
FMR LLC
N/A—19,231-19,231-100%$394.8K———
Prudential Financial Inc
N/A—13,254-13,254-100%$272.1K———
KLP Kapitalforvaltning AS
N/A—11,600-11,600-100%$238.1K———
Empowered Funds, LLC
N/A—10,354-10,354-100%$212.6K———
Mercer Global Advisors Inc
N/A—10,285-10,285-100%$211.1K———
Quinn Opportunity Partners LLC
N/A—10,263-10,263-100%$210.7K———
Cresset Asset Management, LLC
N/A—10,233-10,233-100%$210.1K———
First Trust Advisors LP
N/A—10,172-10,172-100%$208.8K———
MetLife Investment Management, LLC
N/A—9,879-9,879-100%$202.8K———
JPMorgan Chase & Co
N/A—7,718-7,718-100%$160.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,279-7,279-100%$149.4K———
New York State Common Retirement Fund
N/A—6,560-6,560-100%$134.7K———
Vanguard Global Advisers, LLC
N/A—6,306-6,306-100%$129.5K———
Police & Firemen's Retirement System of New Jersey
N/A—4,948-4,948-100%$101.6K———
Osaic Holdings, Inc.
N/A—4,609-4,609-100%$94.8K———
Caldwell Sutter Capital, Inc.
N/A—3,036-3,036-100%$62.3K———
BNP Paribas Financial Markets
N/A—2,186-2,186-100%$44.9K———
Royal Bank of Canada
N/A—2,184-2,184-100%$45.0K———
Tower Research Capital LLC (TRC)
N/A—2,015-2,015-100%$41.4K———
Legal & General Group Plc
N/A—1,459-1,459-100%$30.0K———
Ameritas Investment Partners, Inc.
N/A—1,361-1,361-100%$27.9K———
UBS Asset Management Americas LLC
N/A—1,030-1,030-100%$21.1K———
Arax Advisory Partners
N/A—947-947-100%$19.4K———
Huntington National Bank
N/A—455-455-100%$9.3K———
Federation des caisses Desjardins du Quebec
N/A—426-426-100%$8.7K———
California State Teachers Retirement System
N/A—218-218-100%$4.5K———
Atlantic Union Bankshares Corp
N/A—200-200-100%$4.1K———
Jones Financial Companies Lllp
N/A—136-136-100%$2.8K———
Rothschild Investment LLC
N/A—134-134-100%$2.8K———
Steward Partners Investment Advisory, LLC
N/A—105-105-100%$2.2K———
Picton Mahoney Asset Management
N/A—80-80-100%$1.6K———
Global Retirement Partners, LLC
N/A—57-57-100%$1.2K———
BFC Planning, Inc.
N/A—52-52-100%$1.1K———
Quarry LP
N/A—46-46-100%$944———
Berthel, Fisher & Company Financial Services, Inc.
N/A—46-46-100%$940———
Optiver Holding B.V.
N/A—42-42-100%$862———
IFG Advisory, LLC
N/A—12-12-100%$246———
Harbour Investments, Inc.
N/A—11-11-100%$226———
Ameritas Advisory Services, LLC
N/A—11-11-100%$226———
Vision Retirement, LLC
N/A—10-10-100%$200———
HM Payson & Co
N/A—10-10-100%$206———
Colonial Trust Co / SC
N/A—9-9-100%$185———
Rockefeller Capital Management L.P.
N/A—6-6-100%$123———
Glen Eagle Advisors, LLC
N/A—2-2-100%$41———
Colonial Trust Advisors
N/A—2-2-100%$41———
Strategic Wealth Partners, Ltd.
N/A—2-2-100%$49———
JPL Wealth Management, LLC
N/A—1-1-100%$21———
Showing 171 of 171 institutions