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Ramaco Resources Inc (METC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares1,399,389 from 558,264
Change+841,125 (+151%)
Value$11.6M (+$4.2M)
Filed 2026-11-04
Dimensional Fund Advisors LP
DECREASED
Shares1,297,868 from 1,388,358
Change-90,490 (-7%)
Value$10.7M (-$7.6M)
Filed 2026-11-04
CenterBook Partners LP
DECREASED
Shares690,310 from 728,470
Change-38,160 (-5%)
Value$5.7M (-$3.9M)
Filed 2026-11-02
Assenagon Asset Management S.A.
NEW
Shares482,036
Change+482,036
Value$4.0M
Filed 2026-10-15
Simcoe Capital LLC
INCREASED
Shares428,675 from 324,235
Change+104,440 (+32%)
Value$3.5M (-$744.5K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares150,700 from 143,992
Change+6,708 (+5%)
Value$1.2M (-$658.7K)
Filed 2026-11-04
Imc-Chicago, LLC
DECREASED
Shares143,583 from 272,054
Change-128,471 (-47%)
Value$1.2M (-$2.4M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares116,948 from 112,333
Change+4,615 (+4%)
Value$967.2K (-$519.0K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares105,374 from 125,499
Change-20,125 (-16%)
Value$871.4K (-$788.9K)
Filed 2026-10-28
Lunt Capital Management, Inc.
UNCHANGED
Shares85,170 from 85,170
Change0 (0%)
Value$704.4K (-$422.4K)
Filed 2026-10-30
Alps Advisors Inc
INCREASED
Shares27,757 from 15,554
Change+12,203 (+78%)
Value$229.6K (+$23.8K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED
Shares26,000 from 13,800
Change+12,200 (+88%)
Value$215.0K (+$32.4K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares25,116 from 16,703
Change+8,413 (+50%)
Value$207.7K (-$13.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,352 from 62,847
Change-38,495 (-61%)
Value$201 (-$830.8K)
Filed 2026-11-02
FNY Investment Advisers, LLC
DECREASED
Shares17,000 from 78,248
Change-61,248 (-78%)
Value$140 (-$895)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares16,142 from 14,915
Change+1,227 (+8%)
Value$133.5K (-$63.8K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
NEW
Shares14,900
Change+14,900
Value$123.2K
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
NEW
Shares13,886
Change+13,886
Value$114.8K
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares13,856 from 17,412
Change-3,556 (-20%)
Value$114.6K (-$115.8K)
Filed 2026-11-02
BankChampaign, National Association
DECREASED
Shares11,913 from 12,049
Change-136 (-1%)
Value$98.5K (-$60.9K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$76.5K (-$45.1K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED
Shares9,417 from 1,291
Change+8,126 (+629%)
Value$77.9K (+$60.8K)
Filed 2026-10-29
Global Trust Asset Management, LLC
INCREASED
Shares5,328 from 5,061
Change+267 (+5%)
Value$44.1K (-$22.9K)
Filed 2026-10-19
M&G Plc
UNCHANGED
Shares3,931 from 3,931
Change0 (0%)
Value$31.4K (-$19.7K)
Filed 2026-11-04
State of Alaska, Department of Revenue
NEW
Shares2,957
Change+2,957
Value$24
Filed 2026-10-15
Spirit of America Management Corp
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$17.4K (-$10.4K)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$16.5K (-$9.9K)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares1,438 from 154
Change+1,284 (+834%)
Value$11.9K (+$9.9K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares1,370 from 958
Change+412 (+43%)
Value$11.3K (-$1.2K)
Filed 2026-10-08
Gamma Investing LLC
INCREASED
Shares1,301 from 323
Change+978 (+303%)
Value$10.8K (+$6.5K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares1,218 from 1,596
Change-378 (-24%)
Value$10.1K (-$11.0K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares1,205 from 974
Change+231 (+24%)
Value$10.0K (-$2.9K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.4K (-$4.5K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW
Shares829
Change+829
Value$6.9K
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares786 from 791
Change-5 (-1%)
Value$6.5K (-$4.0K)
Filed 2026-10-08
CX Institutional
INCREASED
Shares770 from 270
Change+500 (+185%)
Value$6 (+$2)
Filed 2026-10-02
Valley Wealth Managers, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$5.0K (-$3.0K)
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares534 from 439
Change+95 (+22%)
Value$4.4K (-$1.4K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares510
Change+510
Value$4
Filed 2026-10-14
Financial Consulate, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.1K (-$2.5K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$4.1K (-$2.5K)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares403 from 19
Change+384 (+2021%)
Value$3 (+$3)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares375 from 183
Change+192 (+105%)
Value$3.1K (+$680)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$2.4K (-$1.5K)
Filed 2026-10-06
Trust Co of Vermont
NEW
Shares284
Change+284
Value$2.3K
Filed 2026-10-21
Parkside Financial Bank & Trust
NEW
Shares272
Change+272
Value$2.3K
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares270 from 292
Change-22 (-8%)
Value$2.2K (-$1.6K)
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$2.2K (-$1.3K)
Filed 2026-10-16
Torren Management, LLC
NEW
Shares230
Change+230
Value$1.9K
Filed 2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$1.8K (-$1.1K)
Filed 2026-10-07
Capital Advisors, Ltd. LLC
INCREASED
Shares199 from 36
Change+163 (+453%)
Value$2 (+$2)
Filed 2026-10-27
Nvwm, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$1.4K (-$814)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares144 from 142
Change+2 (+1%)
Value$1.2K (-$688)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$1.2K (-$704)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares120
Change+120
Value$991
Filed 2026-11-03
Harbor Capital Advisors, Inc.
DECREASED
Shares119 from 193
Change-74 (-38%)
Value$1 (-$2)
Filed 2026-10-22
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$827 (-$496)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$827 (-$496)
Filed 2026-11-03
Financial Management Professionals, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$827 (-$496)
Filed 2026-10-23
Gen-Wealth Partners Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$678 (-$407)
Filed 2026-11-04
Parallel Advisors, LLC
NEW
Shares69
Change+69
Value$571
Filed 2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$505 (-$303)
Filed 2026-10-20
Creative Financial Designs Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$496 (-$298)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares41
Change+41
Value$339
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$165 (-$100)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares3
Change+3
Value$24
Filed 2026-11-03
Bastion Asset Management Inc.
CLOSED
Shares0 from 351,659
Change-351,659 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Calamos Advisors LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$198.5K)
Filed 2026-11-02
Arizona State Retirement System
CLOSED
Shares0 from 10,037
Change-10,037 (-100%)
Value$0 (-$132.8K)
Filed 2026-11-03
Bayforest Capital Ltd
CLOSED
Shares0 from 6,485
Change-6,485 (-100%)
Value$0 (-$85.8K)
Filed 2026-11-03
Summit Securities Group LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$19.8K)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 1,331
Change-1,331 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-28
Versant Capital Management, Inc
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-02
Sims Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$596)
Filed 2026-10-28
Essential Partners LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$304)
Filed 2026-10-14
SJS Investment Consulting Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$40)
Filed 2026-10-26
Discovery Capital Management, LLC / CT
N/A
Shares— from 5,311,360
Change-5,311,360 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,428,511
Change-4,428,511 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,059,847
Change-3,059,847 (-100%)
Value—
Yorktown Energy Partners XI, L.P.
N/A
Shares— from 2,979,968
Change-2,979,968 (-100%)
Value—
Dayah Capital LLC
N/A
Shares— from 2,542,408
Change-2,542,408 (-100%)
Value—
Yorktown Energy Partners X, L.P.
N/A
Shares— from 1,969,646
Change-1,969,646 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,737,333
Change-1,737,333 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,720,670
Change-1,720,670 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,516,140
Change-1,516,140 (-100%)
Value—
Yorktown Energy Partners IX, L.P.
N/A
Shares— from 1,437,247
Change-1,437,247 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,310,329
Change-1,310,329 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,120,961
Change-1,120,961 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,068,538
Change-1,068,538 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,050,280
Change-1,050,280 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 944,755
Change-944,755 (-100%)
Value—
Foursixthree Capital LP
N/A
Shares— from 851,760
Change-851,760 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 456,384
Change-456,384 (-100%)
Value—
Royce & Associates LP
N/A
Shares— from 420,939
Change-420,939 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 415,748
Change-415,748 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 400,634
Change-400,634 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 394,718
Change-394,718 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 382,245
Change-382,245 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 364,644
Change-364,644 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 355,233
Change-355,233 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 318,660
Change-318,660 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 293,093
Change-293,093 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 210,055
Change-210,055 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 158,652
Change-158,652 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 156,218
Change-156,218 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 142,488
Change-142,488 (-100%)
Value—
Gratia Capital, LLC
N/A
Shares— from 138,000
Change-138,000 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 127,404
Change-127,404 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 122,998
Change-122,998 (-100%)
Value—
Marnell Management LLC
N/A
Shares— from 122,165
Change-122,165 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 121,598
Change-121,598 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 119,986
Change-119,986 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 114,180
Change-114,180 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 108,395
Change-108,395 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 104,034
Change-104,034 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 102,219
Change-102,219 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 96,098
Change-96,098 (-100%)
Value—
Barclays PLC
N/A
Shares— from 88,170
Change-88,170 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 86,567
Change-86,567 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 83,058
Change-83,058 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 82,989
Change-82,989 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 81,772
Change-81,772 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 81,710
Change-81,710 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 75,065
Change-75,065 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 73,000
Change-73,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 66,989
Change-66,989 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 57,329
Change-57,329 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 53,546
Change-53,546 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 52,591
Change-52,591 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 51,755
Change-51,755 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 51,617
Change-51,617 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 46,916
Change-46,916 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 39,863
Change-39,863 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 39,041
Change-39,041 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 38,894
Change-38,894 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,379
Change-38,379 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 34,859
Change-34,859 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 34,255
Change-34,255 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 32,239
Change-32,239 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 29,899
Change-29,899 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 27,265
Change-27,265 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,735
Change-25,735 (-100%)
Value—
CoreCommodity Management, LLC
N/A
Shares— from 23,298
Change-23,298 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 22,809
Change-22,809 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
Carlyle Group Inc.
N/A
Shares— from 21,743
Change-21,743 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 21,737
Change-21,737 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,560
Change-20,560 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 20,374
Change-20,374 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 20,194
Change-20,194 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 18,375
Change-18,375 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 18,195
Change-18,195 (-100%)
Value—
Travelers Companies, Inc.
N/A
Shares— from 15,724
Change-15,724 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,988
Change-14,988 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 14,556
Change-14,556 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 14,501
Change-14,501 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 13,187
Change-13,187 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,237
Change-12,237 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,119
Change-12,119 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 11,493
Change-11,493 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 11,089
Change-11,089 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 9,589
Change-9,589 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,603
Change-7,603 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 810
Change-810 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 520
Change-520 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 520
Change-520 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 406
Change-406 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 204
Change-204 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 89
Change-89 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 49
Change-49 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
Citigroup Inc
INCREASED1,399,389558,264+841,125+151%$7.4M$11.6M+$4.2M2026-11-04
Dimensional Fund Advisors LP
DECREASED1,297,8681,388,358-90,490-7%$18.4M$10.7M-$7.6M2026-11-04
CenterBook Partners LP
DECREASED690,310728,470-38,160-5%$9.6M$5.7M-$3.9M2026-11-02
Assenagon Asset Management S.A.
NEW482,036—+482,036——$4.0M—2026-10-15
Simcoe Capital LLC
INCREASED428,675324,235+104,440+32%$4.3M$3.5M-$744.5K2026-11-05
Simplex Trading, LLC
INCREASED150,700143,992+6,708+5%$1.9M$1.2M-$658.7K2026-11-04
Imc-Chicago, LLC
DECREASED143,583272,054-128,471-47%$3.6M$1.2M-$2.4M2026-11-05
Bank of New York Mellon Corp
INCREASED116,948112,333+4,615+4%$1.5M$967.2K-$519.0K2026-11-05
Exchange Traded Concepts, LLC
DECREASED105,374125,499-20,125-16%$1.7M$871.4K-$788.9K2026-10-28
Lunt Capital Management, Inc.
UNCHANGED85,17085,17000%$1.1M$704.4K-$422.4K2026-10-30
Alps Advisors Inc
INCREASED27,75715,554+12,203+78%$205.8K$229.6K+$23.8K2026-11-03
J. Derek Lewis & Associates Inc.
INCREASED26,00013,800+12,200+88%$182.6K$215.0K+$32.4K2026-11-03
Creative Planning
INCREASED25,11616,703+8,413+50%$221.0K$207.7K-$13.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED24,35262,847-38,495-61%$831.0K$201-$830.8K2026-11-02
FNY Investment Advisers, LLC
DECREASED17,00078,248-61,248-78%$1.0K$140-$8952026-10-16
Commonwealth Equity Services, LLC
INCREASED16,14214,915+1,227+8%$197.3K$133.5K-$63.8K2026-11-02
J.W. Cole Advisors, Inc.
NEW14,900—+14,900——$123.2K—2026-11-05
OpenArc Corporate Advisory, LLC
NEW13,886—+13,886——$114.8K—2026-10-21
Kestra Advisory Services, LLC
DECREASED13,85617,412-3,556-20%$230.4K$114.6K-$115.8K2026-11-02
BankChampaign, National Association
DECREASED11,91312,049-136-1%$159.4K$98.5K-$60.9K2026-10-19
Kraft, Davis & Associates, LLC
UNCHANGED10,00010,00000%$121.6K$76.5K-$45.1K2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED9,4171,291+8,126+629%$17.1K$77.9K+$60.8K2026-10-29
Global Trust Asset Management, LLC
INCREASED5,3285,061+267+5%$67.0K$44.1K-$22.9K2026-10-19
M&G Plc
UNCHANGED3,9313,93100%$51.1K$31.4K-$19.7K2026-11-04
State of Alaska, Department of Revenue
NEW2,957—+2,957——$24—2026-10-15
Spirit of America Management Corp
UNCHANGED2,1002,10000%$27.8K$17.4K-$10.4K2026-10-14
Costello Asset Management, Inc
UNCHANGED2,0002,00000%$26.5K$16.5K-$9.9K2026-10-30
Sterling Capital Management LLC
INCREASED1,438154+1,284+834%$2.0K$11.9K+$9.9K2026-10-22
Farther Finance Advisors, LLC
INCREASED1,370958+412+43%$12.5K$11.3K-$1.2K2026-10-08
Gamma Investing LLC
INCREASED1,301323+978+303%$4.3K$10.8K+$6.5K2026-10-08
SBI Securities Co., Ltd.
DECREASED1,2181,596-378-24%$21.1K$10.1K-$11.0K2026-10-22
US Bancorp \de\
INCREASED1,205974+231+24%$12.9K$10.0K-$2.9K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED1,0001,00000%$12.9K$8.4K-$4.5K2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW829—+829——$6.9K—2026-10-27
CoreCap Advisors, LLC
DECREASED786791-5-1%$10.5K$6.5K-$4.0K2026-10-08
CX Institutional
INCREASED770270+500+185%$4$6+$22026-10-02
Valley Wealth Managers, Inc.
UNCHANGED60060000%$7.9K$5.0K-$3.0K2026-10-09
Signaturefd, LLC
INCREASED534439+95+22%$5.8K$4.4K-$1.4K2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
NEW510—+510——$4—2026-10-14
Financial Consulate, Inc
UNCHANGED50050000%$6.6K$4.1K-$2.5K2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED50050000%$6.6K$4.1K-$2.5K2026-10-23
Covestor Ltd
INCREASED40319+384+2021%$0$3+$32026-10-30
EverSource Wealth Advisors, LLC
INCREASED375183+192+105%$2.4K$3.1K+$6802026-11-04
Bangor Savings Bank
UNCHANGED29329300%$3.9K$2.4K-$1.5K2026-10-06
Trust Co of Vermont
NEW284—+284——$2.3K—2026-10-21
Parkside Financial Bank & Trust
NEW272—+272——$2.3K—2026-10-27
Nisa Investment Advisors, LLC
DECREASED270292-22-8%$3.9K$2.2K-$1.6K2026-10-20
IFP Advisors, Inc
UNCHANGED26626600%$3.5K$2.2K-$1.3K2026-10-16
Torren Management, LLC
NEW230—+230——$1.9K—2026-10-29
Elevation Wealth Partners, LLC
UNCHANGED21821800%$2.9K$1.8K-$1.1K2026-10-07
Capital Advisors, Ltd. LLC
INCREASED19936+163+453%$0$2+$22026-10-27
Nvwm, LLC
UNCHANGED16416400%$2.2K$1.4K-$8142026-10-14
Larson Financial Group LLC
INCREASED144142+2+1%$1.9K$1.2K-$6882026-11-05
City Holding Co
UNCHANGED14214200%$1.9K$1.2K-$7042026-10-19
Ascentis Independent Advisors
NEW120—+120——$991—2026-11-03
Harbor Capital Advisors, Inc.
DECREASED119193-74-38%$3$1-$22026-10-22
Chung Wu Investment Group, LLC
UNCHANGED10010000%$1.3K$827-$4962026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED10010000%$1.3K$827-$4962026-11-03
Financial Management Professionals, Inc.
UNCHANGED10010000%$1.3K$827-$4962026-10-23
Gen-Wealth Partners Inc
UNCHANGED828200%$1.1K$678-$4072026-11-04
Parallel Advisors, LLC
NEW69—+69——$571—2026-11-03
Physician Wealth Advisors, Inc.
UNCHANGED616100%$808$505-$3032026-10-20
Creative Financial Designs Inc
UNCHANGED606000%$794$496-$2982026-11-04
Root Financial Partners, LLC
NEW41—+41——$339—2026-10-21
MTM Investment Management, LLC
UNCHANGED202000%$265$165-$1002026-10-30
Ascentis Wealth Management, LLC
NEW3—+3——$24—2026-11-03
Bastion Asset Management Inc.
CLOSED0351,659-351,659-100%$4.9M$0-$4.9M2026-11-05
Calamos Advisors LLC
CLOSED015,000-15,000-100%$198.5K$0-$198.5K2026-11-02
Arizona State Retirement System
CLOSED010,037-10,037-100%$132.8K$0-$132.8K2026-11-03
Bayforest Capital Ltd
CLOSED06,485-6,485-100%$85.8K$0-$85.8K2026-11-03
Summit Securities Group LLC
CLOSED01,500-1,500-100%$19.8K$0-$19.8K2026-11-05
State of Wyoming
CLOSED01,331-1,331-100%$17.6K$0-$17.6K2026-10-28
Versant Capital Management, Inc
CLOSED0119-119-100%$1.6K$0-$1.6K2026-10-02
Sims Investment Management, LLC
CLOSED0100-100-100%$1.3K$0-$1.3K2026-10-13
MCF Advisors LLC
CLOSED045-45-100%$596$0-$5962026-10-28
Essential Partners LLC
CLOSED023-23-100%$304$0-$3042026-10-14
SJS Investment Consulting Inc.
CLOSED03-3-100%$40$0-$402026-10-26
Discovery Capital Management, LLC / CT
N/A—5,311,360-5,311,360-100%$70.3M———
BlackRock, Inc.
N/A—4,428,511-4,428,511-100%$58.6M———
State Street Corp
N/A—3,059,847-3,059,847-100%$40.5M———
Yorktown Energy Partners XI, L.P.
N/A—2,979,968-2,979,968-100%$39.4M———
Dayah Capital LLC
N/A—2,542,408-2,542,408-100%$33.6M———
Yorktown Energy Partners X, L.P.
N/A—1,969,646-1,969,646-100%$26.1M———
Vanguard Capital Management LLC
N/A—1,737,333-1,737,333-100%$23.0M———
Goldman Sachs Group Inc
N/A—1,720,670-1,720,670-100%$22.8M———
JPMorgan Chase & Co
N/A—1,516,140-1,516,140-100%$19.2M———
Yorktown Energy Partners IX, L.P.
N/A—1,437,247-1,437,247-100%$19.0M———
Wells Fargo & Company
N/A—1,310,329-1,310,329-100%$17.3M———
Geode Capital Management, LLC
N/A—1,120,961-1,120,961-100%$14.8M———
Morgan Stanley
N/A—1,068,538-1,068,538-100%$14.1M———
Two Sigma Investments, LP
N/A—1,050,280-1,050,280-100%$13.9M———
LuminArx Capital Management LP
N/A—1,000,000-1,000,000-100%$748.4K———
UBS Group AG
N/A—944,755-944,755-100%$12.5M———
Foursixthree Capital LP
N/A—851,760-851,760-100%$11.3M———
Balyasny Asset Management L.P.
N/A—456,384-456,384-100%$6.0M———
Royce & Associates LP
N/A—420,939-420,939-100%$5.6M———
Vanguard Portfolio Management LLC
N/A—415,748-415,748-100%$5.5M———
Susquehanna International Group, LLP
N/A—400,634-400,634-100%$5.3M———
Bank of America Corp
N/A—394,718-394,718-100%$5.2M———
Charles Schwab Investment Management Inc
N/A—382,245-382,245-100%$5.1M———
Northern Trust Corp
N/A—364,644-364,644-100%$4.8M———
Toronto Dominion Bank
N/A—355,233-355,233-100%$4.7M———
Point72 Asset Management, L.P.
N/A—318,660-318,660-100%$4.2M———
Vanguard Fiduciary Trust Co
N/A—293,093-293,093-100%$3.9M———
Group One Trading LLC
N/A—210,055-210,055-100%$2.8M———
Trexquant Investment LP
N/A—158,652-158,652-100%$2.1M———
State of Wisconsin Investment Board
N/A—156,218-156,218-100%$2.1M———
Texas Yale Capital Corp.
N/A—142,488-142,488-100%$1.9M———
Gratia Capital, LLC
N/A—138,000-138,000-100%$1.8M———
Lighthouse Investment Partners, LLC
N/A—135,000-135,000-100%$1.8M———
Quantbot Technologies LP
N/A—127,404-127,404-100%$1.7M———
Bridgeway Capital Management, LLC
N/A—122,998-122,998-100%$1.6M———
Marnell Management LLC
N/A—122,165-122,165-100%$1.6M———
Empowered Funds, LLC
N/A—121,598-121,598-100%$1.6M———
Squarepoint Ops LLC
N/A—119,986-119,986-100%$1.6M———
Mizuho Markets Americas LLC
N/A—114,180-114,180-100%$1.5M———
Price T Rowe Associates Inc
N/A—108,395-108,395-100%$1.4M———
Brevan Howard Capital Management LP
N/A—104,034-104,034-100%$1.4M———
Millennium Management LLC
N/A—102,219-102,219-100%$1.4M———
Ardsley Advisory Partners LP
N/A—100,000-100,000-100%$1.3M———
BNP Paribas Financial Markets
N/A—96,098-96,098-100%$1.3M———
Barclays PLC
N/A—88,170-88,170-100%$1.2M———
Invesco Ltd.
N/A—86,567-86,567-100%$1.1M———
Nuveen, LLC
N/A—83,058-83,058-100%$1.1M———
Royal Bank of Canada
N/A—82,989-82,989-100%$1.1M———
Boothbay Fund Management, LLC
N/A—81,772-81,772-100%$1.1M———
Hurricane Capital Advisors LLC
N/A—81,710-81,710-100%$1.1M———
Jump Financial, LLC
N/A—75,065-75,065-100%$993.1K———
Swiss National Bank
N/A—73,000-73,000-100%$965.8K———
LPL Financial LLC
N/A—66,989-66,989-100%$886.3K———
Stifel Financial Corp
N/A—57,329-57,329-100%$758.5K———
UBS Asset Management Americas LLC
N/A—53,546-53,546-100%$708.4K———
Alliancebernstein L.P.
N/A—52,591-52,591-100%$813.1K———
Numerai GP LLC
N/A—51,755-51,755-100%$684.7K———
Rhumbline Advisers
N/A—51,617-51,617-100%$682.9K———
Victory Capital Management Inc
N/A—48,000-48,000-100%$635.0K———
Deutsche Bank Ag\
N/A—46,916-46,916-100%$620.7K———
California State Teachers Retirement System
N/A—39,863-39,863-100%$527.4K———
Raymond James Financial Inc
N/A—39,041-39,041-100%$516.5K———
Van Eck Associates Corp
N/A—38,894-38,894-100%$514.6K———
AQR Capital Management LLC
N/A—38,379-38,379-100%$507.8K———
Lazard Asset Management LLC
N/A—34,859-34,859-100%$461.2K———
1492 Capital Management LLC
N/A—34,255-34,255-100%$453.2K———
Centiva Capital, LP
N/A—32,239-32,239-100%$426.5K———
HSBC Holdings PLC
N/A—29,899-29,899-100%$388.4K———
Vanguard Asset Management, Ltd
N/A—27,265-27,265-100%$360.7K———
Quadrature Capital Ltd
N/A—26,941-26,941-100%$356.4K———
MetLife Investment Management, LLC
N/A—25,957-25,957-100%$343.4K———
Quantinno Capital Management LP
N/A—25,735-25,735-100%$340.5K———
CoreCommodity Management, LLC
N/A—23,298-23,298-100%$308.2K———
Prudential Financial Inc
N/A—22,809-22,809-100%$301.8K———
Cetera Investment Advisers
N/A—21,892-21,892-100%$289.6K———
Carlyle Group Inc.
N/A—21,743-21,743-100%$287.7K———
Pinnacle Family Advisors, LLC
N/A—21,737-21,737-100%$287.6K———
Osaic Holdings, Inc.
N/A—20,560-20,560-100%$272.0K———
AXQ Capital, LP
N/A—20,374-20,374-100%$269.5K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—20,194-20,194-100%$267.2K———
Leavell Investment Management, Inc.
N/A—19,425-19,425-100%$257.0K———
AlphaGrep UK Ltd
N/A—18,620-18,620-100%$246.3K———
Circle Wealth Management, LLC
N/A—18,375-18,375-100%$243.1K———
American Century Companies Inc
N/A—18,195-18,195-100%$240.7K———
Travelers Companies, Inc.
N/A—15,724-15,724-100%$208.0K———
New York State Common Retirement Fund
N/A—14,988-14,988-100%$198.3K———
Jupiter Topco LLC
N/A—14,700-14,700-100%$194.6K———
Fairfield, Bush & Co.
N/A—14,556-14,556-100%$192.6K———
Vanguard Global Advisers, LLC
N/A—14,501-14,501-100%$191.8K———
Schroder Investment Management Group
N/A—13,187-13,187-100%$167.2K———
Manufacturers Life Insurance Company, the
N/A—12,237-12,237-100%$161.9K———
Callan Family Office, LLC
N/A—12,119-12,119-100%$160.3K———
Russell Investments Group, Ltd.
N/A—11,869-11,869-100%$157.0K———
Parkwood LLC
N/A—11,794-11,794-100%$156.0K———
Intech Investment Management LLC
N/A—11,568-11,568-100%$153.0K———
Police & Firemen's Retirement System of New Jersey
N/A—11,537-11,537-100%$152.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—11,493-11,493-100%$152.1K———
Peak6 LLC
N/A—11,380-11,380-100%$150.6K———
Atom Investors LP
N/A—11,089-11,089-100%$146.7K———
Legal & General Group Plc
N/A—9,767-9,767-100%$129.2K———
Vanguard Investments Australia, Ltd.
N/A—9,589-9,589-100%$126.9K———
Pingora Partners LLC
N/A—8,600-8,600-100%$113.8K———
Jones Financial Companies Lllp
N/A—7,603-7,603-100%$95.5K———
Ensign Peak Advisors, Inc
N/A—4,300-4,300-100%$56.9K———
Ameritas Investment Partners, Inc.
N/A—3,980-3,980-100%$52.7K———
FMR LLC
N/A—3,616-3,616-100%$47.8K———
NewEdge Advisors, LLC
N/A—1,572-1,572-100%$20.8K———
Allworth Financial LP
N/A—1,540-1,540-100%$20.4K———
Tower Research Capital LLC (TRC)
N/A—1,460-1,460-100%$19.3K———
Global Retirement Partners, LLC
N/A—1,451-1,451-100%$19.2K———
Avalon Trust Co
N/A—1,445-1,445-100%$19.1K———
Huntington National Bank
N/A—1,200-1,200-100%$15.9K———
PNC Financial Services Group, Inc.
N/A—1,034-1,034-100%$13.7K———
Freestone Grove Partners LP
N/A—1,011-1,011-100%$13.4K———
Kerr Financial Planning Corp
N/A—1,000-1,000-100%$13.2K———
Ameritas Advisory Services, LLC
N/A—895-895-100%$11.8K———
Rockefeller Capital Management L.P.
N/A—810-810-100%$10.7K———
Federation des caisses Desjardins du Quebec
N/A—520-520-100%$6.9K———
Fifth Third Bancorp
N/A—520-520-100%$6.9K———
Steward Partners Investment Advisory, LLC
N/A—410-410-100%$5.4K———
Mcguire Capital Advisors Inc
N/A—406-406-100%$5.4K———
Private Wealth Asset Management, LLC
N/A—300-300-100%$4.0K———
Geneos Wealth Management Inc.
N/A—250-250-100%$3.3K———
Arax Advisory Partners
N/A—204-204-100%$2.7K———
LOS Angeles Capital Management LLC
N/A—203-203-100%$2.7K———
BFC Planning, Inc.
N/A—200-200-100%$2.6K———
Harbour Investments, Inc.
N/A—178-178-100%$2.4K———
Swan Capital LLC
N/A—100-100-100%$1.3K———
N.E.W. Advisory Services LLC
N/A—100-100-100%$1.3K———
Rothschild Investment LLC
N/A—95-95-100%$1.3K———
Glen Eagle Advisors, LLC
N/A—94-94-100%$1.2K———
HM Payson & Co
N/A—89-89-100%$1.2K———
Allied Private Wealth LLC
N/A—68-68-100%$831———
Elequin Capital, LP
N/A—49-49-100%$648———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$66———
Clearstead Advisors, LLC
N/A—3-3-100%$40———
Smartleaf Asset Management LLC
N/A—2-2-100%$25———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$13———
Fiduciary Financial Advisors
N/A—00—$0———
Showing 216 of 216 institutions