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Richtech Robotics Inc (RR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares4,711,507 from 4,585,654
Change+125,853 (+3%)
Value$7.4M (-$2.2M)
Filed 2026-11-06
Themes Management Co LLC
INCREASED
Shares1,732,062 from 1,332,890
Change+399,172 (+30%)
Value$2.7M (-$75.7K)
Filed 2026-10-29
Barclays PLC
INCREASED
Shares1,109,885 from 1,015,657
Change+94,228 (+9%)
Value$1.8M (-$389.4K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares686,806 from 713,462
Change-26,656 (-4%)
Value$1.1M (-$420.3K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares631,465 from 590,288
Change+41,177 (+7%)
Value$997.7K (-$247.8K)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares494,582 from 417,362
Change+77,220 (+19%)
Value$781.4K (-$99.2K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares471,705 from 445,404
Change+26,301 (+6%)
Value$745.3K (-$194.5K)
Filed 2026-11-05
AlphaCentric Advisors LLC
UNCHANGED
Shares300,000 from 300,000
Change0 (0%)
Value$474.0K (-$159.0K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares231,904 from 447,771
Change-215,867 (-48%)
Value$366.4K (-$578.4K)
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares173,152 from 224,901
Change-51,749 (-23%)
Value$273.6K (-$201.0K)
Filed 2026-11-04
Imc-Chicago, LLC
DECREASED
Shares166,542 from 356,889
Change-190,347 (-53%)
Value$263.1K (-$489.9K)
Filed 2026-11-05
Integrity Alliance, Llc.
NEW
Shares112,795
Change+112,795
Value$178.2K
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares89,424 from 158,479
Change-69,055 (-44%)
Value$141.3K (-$193.1K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares84,110 from 95,512
Change-11,402 (-12%)
Value$133 (-$201.9K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares64,745 from 65,551
Change-806 (-1%)
Value$102.3K (-$36.0K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares52,000 from 53,075
Change-1,075 (-2%)
Value$82 (-$111.9K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares49,618 from 35,979
Change+13,639 (+38%)
Value$78.4K (+$2.5K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED
Shares44,100 from 44,100
Change0 (0%)
Value$69.7K (-$23.4K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares41,019 from 56,519
Change-15,500 (-27%)
Value$64.8K (-$54.4K)
Filed 2026-10-16
Powell Investment Advisors, LLC
NEW
Shares31,000
Change+31,000
Value$49.0K
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares29,899 from 31,166
Change-1,267 (-4%)
Value$47.2K (-$18.5K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares28,166 from 26,764
Change+1,402 (+5%)
Value$44.5K (-$12.0K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares26,148 from 83,066
Change-56,918 (-69%)
Value$41.3K (-$134.0K)
Filed 2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED
Shares23,500 from 21,750
Change+1,750 (+8%)
Value$37.1K (-$8.8K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares23,493 from 24,498
Change-1,005 (-4%)
Value$37.1K (-$14.6K)
Filed 2026-10-29
J. Derek Lewis & Associates Inc.
NEW
Shares22,445
Change+22,445
Value$35.5K
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares21,070 from 21,000
Change+70 (+0%)
Value$33.3K (-$11.0K)
Filed 2026-10-08
Abel Hall, LLC
NEW
Shares17,653
Change+17,653
Value$27.9K
Filed 2026-10-19
Xponance LLC
DECREASED
Shares17,507 from 17,962
Change-455 (-3%)
Value$27.7K (-$10.2K)
Filed 2026-11-03
Lazari Capital Management, Inc.
INCREASED
Shares17,500 from 13,500
Change+4,000 (+30%)
Value$27.7K (-$835)
Filed 2026-10-20
Northbridge Financial Group, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$25.1K (-$6.6K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares14,733 from 20,828
Change-6,095 (-29%)
Value$23.3K (-$20.7K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED
Shares14,290 from 15,190
Change-900 (-6%)
Value$22.6K (-$9.5K)
Filed 2026-10-19
Straight Path Wealth Management
DECREASED
Shares13,200 from 14,200
Change-1,000 (-7%)
Value$20.9K (-$9.1K)
Filed 2026-10-23
Kestra Advisory Services, LLC
NEW
Shares12,603
Change+12,603
Value$19.9K
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares11,782 from 12,081
Change-299 (-2%)
Value$18.6K (-$6.9K)
Filed 2026-10-16
International Assets Investment Management, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$19.6K (-$3.5K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares10,025 from 17,182
Change-7,157 (-42%)
Value$15.8K (-$20.4K)
Filed 2026-11-02
Virtue Capital Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$15.8K (-$5.3K)
Filed 2026-10-29
Lanark Financial, Inc.
NEW
Shares6,000
Change+6,000
Value$9.5K
Filed 2026-10-26
Transce3nd, LLC
UNCHANGED
Shares4,746 from 4,746
Change0 (0%)
Value$5.9K (-$2.2K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares4,063 from 4,063
Change0 (0%)
Value$8.6K ($0)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares3,690 from 3,771
Change-81 (-2%)
Value$5.8K (-$2.1K)
Filed 2026-10-22
Parkside Financial Bank & Trust
NEW
Shares2,338
Change+2,338
Value$3.7K
Filed 2026-10-27
Investors Research Corp
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$3.5K (-$1.2K)
Filed 2026-10-07
Rossby Financial, LCC
NEW
Shares1,332
Change+1,332
Value$2.1K
Filed 2026-11-05
Hurley Capital, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$1.9K (-$641)
Filed 2026-11-05
Nfsg Corp
DECREASED
Shares1,120 from 4,120
Change-3,000 (-73%)
Value$1.8K (-$6.9K)
Filed 2026-10-15
Gamma Investing LLC
NEW
Shares655
Change+655
Value$1.0K
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares520 from 160
Change+360 (+225%)
Value$822 (+$484)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares400
Change+400
Value$632
Filed 2026-10-09
US Bancorp \de\
NEW
Shares388
Change+388
Value$613
Filed 2026-11-05
Parallel Advisors, LLC
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$485 (-$163)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares300 from 400
Change-100 (-25%)
Value$474 (-$370)
Filed 2026-10-20
Clearstead Advisors, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$427 (-$143)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares205 from 1,228
Change-1,023 (-83%)
Value$324 (-$2.3K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares145
Change+145
Value$229
Filed 2026-10-21
Advocate Investing Services LLC
NEW
Shares145
Change+145
Value$229
Filed 2026-10-26
Nvwm, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$221 (-$74)
Filed 2026-10-14
North Star Investment Management Corp.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$174 (-$58)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$142 (-$48)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$141 (-$47)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$32 (-$10)
Filed 2026-10-14
Childress Capital Advisors, LLC
CLOSED
Shares0 from 120,438
Change-120,438 (-100%)
Value$0 (-$254.1K)
Filed 2026-10-28
Arizona State Retirement System
CLOSED
Shares0 from 50,678
Change-50,678 (-100%)
Value$0 (-$106.9K)
Filed 2026-11-03
Amundi
CLOSED
Shares0 from 33,604
Change-33,604 (-100%)
Value$0 (-$70.9K)
Filed 2026-11-06
R Squared Ltd
CLOSED
Shares0 from 27,108
Change-27,108 (-100%)
Value$0 (-$57.2K)
Filed 2026-11-06
Pictet Asset Management Holding SA
CLOSED
Shares0 from 26,481
Change-26,481 (-100%)
Value$0 (-$55.9K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 25,600
Change-25,600 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 21,783
Change-21,783 (-100%)
Value$0 ($0)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 21,179
Change-21,179 (-100%)
Value$0 (-$37.7K)
Filed 2026-10-13
Once Capital Management, LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$42.2K)
Filed 2026-11-02
Choreo, LLC
CLOSED
Shares0 from 19,257
Change-19,257 (-100%)
Value$0 (-$40.6K)
Filed 2026-10-28
Griffin Asset Management, Inc.
CLOSED
Shares0 from 14,010
Change-14,010 (-100%)
Value$0 (-$29.6K)
Filed 2026-10-22
Venture Visionary Partners LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-14
Signaturefd, LLC
CLOSED
Shares0 from 2,055
Change-2,055 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-23
CoreCap Advisors, LLC
CLOSED
Shares0 from 1,288
Change-1,288 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-08
Quaker Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-22
Barrett & Company, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$840)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$739)
Filed 2026-10-28
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$211)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$42)
Filed 2026-11-04
Islay Capital Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$34)
Filed 2026-10-20
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$32)
Filed 2026-10-20
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 15,177,129
Change-15,177,129 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 6,746,011
Change-6,746,011 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 6,576,161
Change-6,576,161 (-100%)
Value—
State Street Corp
N/A
Shares— from 6,007,899
Change-6,007,899 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 5,000,000
Change-5,000,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 3,067,710
Change-3,067,710 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,664,078
Change-1,664,078 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,635,961
Change-1,635,961 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,598,954
Change-1,598,954 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,540,112
Change-1,540,112 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,470,681
Change-1,470,681 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,255,045
Change-1,255,045 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,124,240
Change-1,124,240 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,044,453
Change-1,044,453 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 812,011
Change-812,011 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 758,967
Change-758,967 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 739,456
Change-739,456 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 713,205
Change-713,205 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 553,356
Change-553,356 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 470,100
Change-470,100 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 403,840
Change-403,840 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 380,089
Change-380,089 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 368,500
Change-368,500 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 342,715
Change-342,715 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 333,309
Change-333,309 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 276,484
Change-276,484 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 263,317
Change-263,317 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 252,800
Change-252,800 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 251,542
Change-251,542 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 209,030
Change-209,030 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 200,879
Change-200,879 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 200,661
Change-200,661 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 195,588
Change-195,588 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 192,267
Change-192,267 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 187,741
Change-187,741 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 160,633
Change-160,633 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 139,747
Change-139,747 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 136,302
Change-136,302 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 116,319
Change-116,319 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 110,628
Change-110,628 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 105,132
Change-105,132 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 99,025
Change-99,025 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 88,059
Change-88,059 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 84,765
Change-84,765 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 77,500
Change-77,500 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 73,841
Change-73,841 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 72,487
Change-72,487 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 63,396
Change-63,396 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 62,703
Change-62,703 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 61,961
Change-61,961 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 57,780
Change-57,780 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 56,387
Change-56,387 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 55,200
Change-55,200 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 49,140
Change-49,140 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 48,300
Change-48,300 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 45,735
Change-45,735 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 40,809
Change-40,809 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 40,444
Change-40,444 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 35,814
Change-35,814 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 34,312
Change-34,312 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 34,047
Change-34,047 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 33,760
Change-33,760 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,970
Change-29,970 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,782
Change-29,782 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 28,674
Change-28,674 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 28,645
Change-28,645 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 28,537
Change-28,537 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,308
Change-28,308 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 25,203
Change-25,203 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 24,637
Change-24,637 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 22,734
Change-22,734 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 21,700
Change-21,700 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 21,005
Change-21,005 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,927
Change-19,927 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 19,200
Change-19,200 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,148
Change-17,148 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,982
Change-16,982 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 16,398
Change-16,398 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,827
Change-15,827 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 13,890
Change-13,890 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,410
Change-12,410 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,811
Change-11,811 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,506
Change-10,506 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,388
Change-7,388 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 106
Change-106 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED4,711,5074,585,654+125,853+3%$9.7M$7.4M-$2.2M2026-11-06
Themes Management Co LLC
INCREASED1,732,0621,332,890+399,172+30%$2.8M$2.7M-$75.7K2026-10-29
Barclays PLC
INCREASED1,109,8851,015,657+94,228+9%$2.1M$1.8M-$389.4K2026-11-06
Deutsche Bank Ag\
DECREASED686,806713,462-26,656-4%$1.5M$1.1M-$420.3K2026-11-06
Bank of New York Mellon Corp
INCREASED631,465590,288+41,177+7%$1.2M$997.7K-$247.8K2026-11-05
Vontobel Holding Ltd.
INCREASED494,582417,362+77,220+19%$880.6K$781.4K-$99.2K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED471,705445,404+26,301+6%$939.8K$745.3K-$194.5K2026-11-05
AlphaCentric Advisors LLC
UNCHANGED300,000300,00000%$633.0K$474.0K-$159.0K2026-11-03
LPL Financial LLC
DECREASED231,904447,771-215,867-48%$944.8K$366.4K-$578.4K2026-11-06
Simplex Trading, LLC
DECREASED173,152224,901-51,749-23%$474.5K$273.6K-$201.0K2026-11-04
Imc-Chicago, LLC
DECREASED166,542356,889-190,347-53%$753.0K$263.1K-$489.9K2026-11-05
Integrity Alliance, Llc.
NEW112,795—+112,795——$178.2K—2026-10-29
Citigroup Inc
DECREASED89,424158,479-69,055-44%$334.4K$141.3K-$193.1K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED84,11095,512-11,402-12%$202.0K$133-$201.9K2026-11-02
Russell Investments Group, Ltd.
DECREASED64,74565,551-806-1%$138.3K$102.3K-$36.0K2026-11-06
Wedbush Securities Inc
DECREASED52,00053,075-1,075-2%$112.0K$82-$111.9K2026-10-22
Creative Planning
INCREASED49,61835,979+13,639+38%$75.9K$78.4K+$2.5K2026-11-02
J.W. Cole Advisors, Inc.
UNCHANGED44,10044,10000%$93.1K$69.7K-$23.4K2026-11-05
IFP Advisors, Inc
DECREASED41,01956,519-15,500-27%$119.3K$64.8K-$54.4K2026-10-16
Powell Investment Advisors, LLC
NEW31,000—+31,000——$49.0K—2026-10-22
Kestra Private Wealth Services, LLC
DECREASED29,89931,166-1,267-4%$65.8K$47.2K-$18.5K2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED28,16626,764+1,402+5%$56.5K$44.5K-$12.0K2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED26,14883,066-56,918-69%$175.3K$41.3K-$134.0K2026-10-29
Murphy & Mullick Capital Management Corp
INCREASED23,50021,750+1,750+8%$45.9K$37.1K-$8.8K2026-11-02
ProShare Advisors LLC
DECREASED23,49324,498-1,005-4%$51.7K$37.1K-$14.6K2026-10-29
J. Derek Lewis & Associates Inc.
NEW22,445—+22,445——$35.5K—2026-11-03
Valeo Financial Advisors, LLC
INCREASED21,07021,000+70+0%$44.3K$33.3K-$11.0K2026-10-08
Abel Hall, LLC
NEW17,653—+17,653——$27.9K—2026-10-19
Xponance LLC
DECREASED17,50717,962-455-3%$37.9K$27.7K-$10.2K2026-11-03
Lazari Capital Management, Inc.
INCREASED17,50013,500+4,000+30%$28.5K$27.7K-$8352026-10-20
Northbridge Financial Group, LLC
UNCHANGED15,00015,00000%$31.7K$25.1K-$6.6K2026-11-05
WealthPlan Investment Management, LLC
DECREASED14,73320,828-6,095-29%$43.9K$23.3K-$20.7K2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED14,29015,190-900-6%$32.1K$22.6K-$9.5K2026-10-19
Straight Path Wealth Management
DECREASED13,20014,200-1,000-7%$30.0K$20.9K-$9.1K2026-10-23
Kestra Advisory Services, LLC
NEW12,603—+12,603——$19.9K—2026-11-02
Concurrent Investment Advisors, LLC
DECREASED11,78212,081-299-2%$25.5K$18.6K-$6.9K2026-10-16
International Assets Investment Management, LLC
UNCHANGED11,20011,20000%$23.1K$19.6K-$3.5K2026-11-02
Commonwealth Equity Services, LLC
DECREASED10,02517,182-7,157-42%$36.3K$15.8K-$20.4K2026-11-02
Virtue Capital Management, LLC
UNCHANGED10,00010,00000%$21.1K$15.8K-$5.3K2026-10-29
Lanark Financial, Inc.
NEW6,000—+6,000——$9.5K—2026-10-26
Transce3nd, LLC
UNCHANGED4,7464,74600%$8.2K$5.9K-$2.2K2026-10-26
Allworth Financial LP
UNCHANGED4,0634,06300%$8.6K$8.6K$02026-11-06
Sterling Capital Management LLC
DECREASED3,6903,771-81-2%$8.0K$5.8K-$2.1K2026-10-22
Parkside Financial Bank & Trust
NEW2,338—+2,338——$3.7K—2026-10-27
Investors Research Corp
UNCHANGED2,1892,18900%$4.6K$3.5K-$1.2K2026-10-07
Rossby Financial, LCC
NEW1,332—+1,332——$2.1K—2026-11-05
Hurley Capital, LLC
UNCHANGED1,2101,21000%$2.6K$1.9K-$6412026-11-05
Nfsg Corp
DECREASED1,1204,120-3,000-73%$8.7K$1.8K-$6.9K2026-10-15
Gamma Investing LLC
NEW655—+655——$1.0K—2026-10-08
Farther Finance Advisors, LLC
INCREASED520160+360+225%$338$822+$4842026-10-08
GK Wealth Management LLC
NEW400—+400——$632—2026-10-09
US Bancorp \de\
NEW388—+388——$613—2026-11-05
Parallel Advisors, LLC
UNCHANGED30730700%$648$485-$1632026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED300400-100-25%$844$474-$3702026-10-20
Clearstead Advisors, LLC
UNCHANGED27027000%$570$427-$1432026-11-06
PNC Financial Services Group, Inc.
DECREASED2051,228-1,023-83%$2.6K$324-$2.3K2026-11-06
Root Financial Partners, LLC
NEW145—+145——$229—2026-10-21
Advocate Investing Services LLC
NEW145—+145——$229—2026-10-26
Nvwm, LLC
UNCHANGED14014000%$295$221-$742026-10-14
North Star Investment Management Corp.
UNCHANGED11011000%$232$174-$582026-10-27
Compass Financial Management LLC
UNCHANGED909000%$190$142-$482026-10-30
Hoey Investments, Inc
UNCHANGED898900%$188$141-$472026-10-29
Triumph Capital Management
UNCHANGED202000%$42$32-$102026-10-14
Childress Capital Advisors, LLC
CLOSED0120,438-120,438-100%$254.1K$0-$254.1K2026-10-28
Arizona State Retirement System
CLOSED050,678-50,678-100%$106.9K$0-$106.9K2026-11-03
Amundi
CLOSED033,604-33,604-100%$70.9K$0-$70.9K2026-11-06
R Squared Ltd
CLOSED027,108-27,108-100%$57.2K$0-$57.2K2026-11-06
Pictet Asset Management Holding SA
CLOSED026,481-26,481-100%$55.9K$0-$55.9K2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED025,600-25,600-100%$54.0K$0-$54.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
CLOSED021,783-21,783-100%$0$0$02026-10-13
NorthCrest Asset Manangement, LLC
CLOSED021,179-21,179-100%$37.7K$0-$37.7K2026-10-13
Once Capital Management, LLC
CLOSED020,000-20,000-100%$42.2K$0-$42.2K2026-11-02
Choreo, LLC
CLOSED019,257-19,257-100%$40.6K$0-$40.6K2026-10-28
Griffin Asset Management, Inc.
CLOSED014,010-14,010-100%$29.6K$0-$29.6K2026-10-22
Venture Visionary Partners LLC
CLOSED010,000-10,000-100%$21.1K$0-$21.1K2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03,000-3,000-100%$6.3K$0-$6.3K2026-10-14
Signaturefd, LLC
CLOSED02,055-2,055-100%$4.3K$0-$4.3K2026-10-23
CoreCap Advisors, LLC
CLOSED01,288-1,288-100%$2.7K$0-$2.7K2026-10-08
Quaker Wealth Management, LLC
CLOSED01,000-1,000-100%$2.1K$0-$2.1K2026-10-22
Barrett & Company, Inc.
CLOSED0700-700-100%$1.5K$0-$1.5K2026-10-22
MassMutual Private Wealth & Trust, FSB
CLOSED0545-545-100%$1.2K$0-$1.2K2026-10-05
Cornerstone Planning Group LLC
CLOSED0500-500-100%$840$0-$8402026-10-16
MCF Advisors LLC
CLOSED0350-350-100%$739$0-$7392026-10-28
Institute for Wealth Management, Llc.
CLOSED0100-100-100%$211$0-$2112026-11-06
EverSource Wealth Advisors, LLC
CLOSED020-20-100%$42$0-$422026-11-04
Islay Capital Management, LLC
CLOSED016-16-100%$34$0-$342026-10-20
Nisa Investment Advisors, LLC
CLOSED015-15-100%$32$0-$322026-10-20
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
BlackRock, Inc.
N/A—15,177,129-15,177,129-100%$32.0M———
Marshall Wace, LLP
N/A—6,746,011-6,746,011-100%$14.2M———
Vanguard Capital Management LLC
N/A—6,576,161-6,576,161-100%$13.9M———
State Street Corp
N/A—6,007,899-6,007,899-100%$12.7M———
Davidson Kempner Capital Management LP
N/A—5,000,000-5,000,000-100%$10.6M———
Millennium Management LLC
N/A—3,067,710-3,067,710-100%$6.5M———
UBS Group AG
N/A—1,664,078-1,664,078-100%$3.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,635,961-1,635,961-100%$3.4M———
Bank of America Corp
N/A—1,598,954-1,598,954-100%$3.4M———
Susquehanna International Group, LLP
N/A—1,540,112-1,540,112-100%$3.2M———
Northern Trust Corp
N/A—1,470,681-1,470,681-100%$3.1M———
Vanguard Portfolio Management LLC
N/A—1,255,045-1,255,045-100%$2.6M———
Two Sigma Investments, LP
N/A—1,124,240-1,124,240-100%$2.4M———
Vanguard Fiduciary Trust Co
N/A—1,044,453-1,044,453-100%$2.2M———
Tudor Investment Corp ET AL
N/A—812,011-812,011-100%$1.7M———
Lazard Asset Management LLC
N/A—758,967-758,967-100%$1.6M———
ExodusPoint Capital Management, LP
N/A—739,456-739,456-100%$1.6M———
Morgan Stanley
N/A—713,205-713,205-100%$1.5M———
Charles Schwab Investment Management Inc
N/A—553,356-553,356-100%$1.2M———
Citadel Advisors LLC
N/A—470,100-470,100-100%$991.9K———
Walleye Trading LLC
N/A—403,840-403,840-100%$852.1K———
Nuveen, LLC
N/A—380,089-380,089-100%$802.0K———
Swiss National Bank
N/A—368,500-368,500-100%$777.5K———
LOS Angeles Capital Management LLC
N/A—342,715-342,715-100%$723.1K———
Headlands Technologies LLC
N/A—333,309-333,309-100%$703.3K———
Goldman Sachs Group Inc
N/A—276,484-276,484-100%$583.4K———
UBS Asset Management Americas LLC
N/A—263,317-263,317-100%$555.6K———
Point72 Asset Management, L.P.
N/A—252,800-252,800-100%$533.4K———
Alliancebernstein L.P.
N/A—251,542-251,542-100%$525.7K———
Price T Rowe Associates Inc
N/A—209,030-209,030-100%$374.1K———
National Bank of Canada
N/A—200,879-200,879-100%$423.9K———
Wells Fargo & Company
N/A—200,661-200,661-100%$423.4K———
XTX Topco Ltd
N/A—195,588-195,588-100%$412.7K———
California State Teachers Retirement System
N/A—192,267-192,267-100%$405.7K———
Rhumbline Advisers
N/A—187,741-187,741-100%$396.1K———
Engineers Gate Manager LP
N/A—160,633-160,633-100%$338.9K———
Voleon Capital Management LP
N/A—139,747-139,747-100%$294.9K———
JPMorgan Chase & Co
N/A—136,302-136,302-100%$269.9K———
MetLife Investment Management, LLC
N/A—116,319-116,319-100%$245.4K———
Legal & General Group Plc
N/A—110,628-110,628-100%$233.4K———
Vanguard Asset Management, Ltd
N/A—105,132-105,132-100%$221.8K———
Invesco Ltd.
N/A—99,025-99,025-100%$208.9K———
Osaic Holdings, Inc.
N/A—88,059-88,059-100%$185.8K———
Envestnet Asset Management Inc
N/A—84,765-84,765-100%$178.9K———
Jupiter Topco LLC
N/A—77,500-77,500-100%$163.9K———
American Century Companies Inc
N/A—73,841-73,841-100%$155.8K———
Bogart Wealth, LLC
N/A—72,487-72,487-100%$152.9K———
Police & Firemen's Retirement System of New Jersey
N/A—63,396-63,396-100%$133.8K———
Vanguard Global Advisers, LLC
N/A—62,703-62,703-100%$132.3K———
Wealthfront Advisers LLC
N/A—61,961-61,961-100%$130.7K———
Peak6 LLC
N/A—57,780-57,780-100%$121.9K———
Squarepoint Ops LLC
N/A—56,387-56,387-100%$119.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—55,200-55,200-100%$116.5K———
Manufacturers Life Insurance Company, the
N/A—49,140-49,140-100%$103.7K———
New York State Common Retirement Fund
N/A—48,300-48,300-100%$101.9K———
Intech Investment Management LLC
N/A—45,735-45,735-100%$96.5K———
Vanguard Investments Australia, Ltd.
N/A—40,809-40,809-100%$86.1K———
Raymond James Financial Inc
N/A—40,444-40,444-100%$85.3K———
Voya Investment Management LLC
N/A—35,814-35,814-100%$75.6K———
HighTower Advisors, LLC
N/A—34,312-34,312-100%$72.4K———
Walleye Capital LLC
N/A—34,047-34,047-100%$71.8K———
KLP Kapitalforvaltning AS
N/A—34,000-34,000-100%$71.7K———
SEI Investments Co
N/A—33,760-33,760-100%$71.2K———
Independent Advisor Alliance
N/A—29,970-29,970-100%$63.2K———
Jones Financial Companies Lllp
N/A—29,782-29,782-100%$57.8K———
Royal Bank of Canada
N/A—28,674-28,674-100%$60.0K———
Prudential Financial Inc
N/A—28,645-28,645-100%$60.4K———
BNP Paribas Financial Markets
N/A—28,537-28,537-100%$60.2K———
Private Advisor Group, LLC
N/A—28,308-28,308-100%$59.7K———
AQR Capital Management LLC
N/A—28,083-28,083-100%$59.3K———
Rockefeller Capital Management L.P.
N/A—25,203-25,203-100%$53.2K———
Group One Trading LLC
N/A—24,637-24,637-100%$52.0K———
SG Americas Securities, LLC
N/A—24,257-24,257-100%$51.0K———
State of Wisconsin Investment Board
N/A—22,734-22,734-100%$48.0K———
Marex Group Ltd
N/A—21,700-21,700-100%$45.8K———
Victory Capital Management Inc
N/A—21,005-21,005-100%$44.3K———
Centiva Capital, LP
N/A—20,000-20,000-100%$42.2K———
Cetera Investment Advisers
N/A—19,927-19,927-100%$42.0K———
Centaurus Financial, Inc.
N/A—19,200-19,200-100%$41———
Jain Global LLC
N/A—17,148-17,148-100%$36.2K———
Ameritas Investment Partners, Inc.
N/A—16,982-16,982-100%$35.8K———
Capital Advisors Inc
N/A—16,398-16,398-100%$34.6K———
FMR LLC
N/A—15,827-15,827-100%$33.4K———
AXQ Capital, LP
N/A—13,890-13,890-100%$29.3K———
Tower Research Capital LLC (TRC)
N/A—13,832-13,832-100%$29.2K———
Cerity Partners LLC
N/A—12,410-12,410-100%$26.2K———
M&T Bank Corp
N/A—11,811-11,811-100%$24.9K———
HSBC Holdings PLC
N/A—11,370-11,370-100%$23.9K———
Quantbot Technologies LP
N/A—11,129-11,129-100%$23.5K———
IHT Wealth Management, LLC
N/A—10,506-10,506-100%$22.2K———
CIBC Bancorp USA Inc.
N/A—10,431-10,431-100%$22.0K———
Federation des caisses Desjardins du Quebec
N/A—8,000-8,000-100%$16.9K———
Steward Partners Investment Advisory, LLC
N/A—7,388-7,388-100%$15.6K———
Luminist Capital LLC
N/A—4,500-4,500-100%$9.5K———
BNP Paribas Asset Management Holding S.A.
N/A—4,045-4,045-100%$8.5K———
Arax Advisory Partners
N/A—3,306-3,306-100%$7.0K———
Fiduciary Financial Advisors
N/A—3,212-3,212-100%$6.8K———
Financial Life Planners
N/A—3,000-3,000-100%$6.3K———
Hollencrest Capital Management
N/A—2,000-2,000-100%$4.2K———
NewEdge Advisors, LLC
N/A—1,410-1,410-100%$3.0K———
TD Capital Management LLC
N/A—310-310-100%$654———
BFC Planning, Inc.
N/A—300-300-100%$633———
Core Capital Management & Research, inc.
N/A—239-239-100%$406———
Strategic Wealth Partners, Ltd.
N/A—200-200-100%$422———
Northwestern Mutual Wealth Management Co
N/A—106-106-100%$224———
Millstone Evans Group, LLC
N/A—70-70-100%$148———
Transamerica Financial Advisors, LLC
N/A—29-29-100%$61———
Harbour Investments, Inc.
N/A—15-15-100%$32———
Freestone Grove Partners LP
N/A—1-1-100%$2———
Showing 197 of 197 institutions