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Ring Energy Inc (REI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
DECREASED
Shares7,091,586 from 7,399,092
Change-307,506 (-4%)
Value$9.3M (+$1.3M)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares5,878,274 from 4,575,428
Change+1,302,846 (+28%)
Value$7.7M (+$2.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares1,180,742 from 1,121,003
Change+59,739 (+5%)
Value$1.5M (+$336.1K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
NEW
Shares319,655
Change+319,655
Value$418.7K
Filed 2026-10-16
MacKenzie Financial Corp
NEW
Shares277,204
Change+277,204
Value$363.1K
Filed 2026-11-02
Creative Planning
NEW
Shares233,810
Change+233,810
Value$306.3K
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares195,498 from 186,994
Change+8,504 (+5%)
Value$256.1K (+$54.1K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares187,343 from 3,862
Change+183,481 (+4751%)
Value$245.4K (+$241.2K)
Filed 2026-10-22
Investment Advisory Services Inc
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$131.0K (+$23.0K)
Filed 2026-10-27
Linscomb Wealth, Inc.
UNCHANGED
Shares92,272 from 92,272
Change0 (0%)
Value$120.9K (+$21.2K)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares87,505 from 79,720
Change+7,785 (+10%)
Value$114.6K (+$28.5K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares86,568 from 85,215
Change+1,353 (+2%)
Value$113.4K (+$21.4K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares69,799 from 257,703
Change-187,904 (-73%)
Value$91.4K (-$186.9K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares48,881 from 25,417
Change+23,464 (+92%)
Value$67.6K (+$31.6K)
Filed 2026-11-03
LPL Financial LLC
DECREASED
Shares48,076 from 51,087
Change-3,011 (-6%)
Value$63.0K (+$7.8K)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares47,526
Change+47,526
Value$62.3K
Filed 2026-10-15
Abel Hall, LLC
INCREASED
Shares36,237 from 36,068
Change+169 (+0%)
Value$47.5K (+$8.5K)
Filed 2026-10-19
Mindset Wealth Management, LLC
UNCHANGED
Shares34,500 from 34,500
Change0 (0%)
Value$45.2K (+$7.9K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares33,240 from 38,608
Change-5,368 (-14%)
Value$44.9K (+$1.2K)
Filed 2026-10-13
Founders Capital Management
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$43.2K (+$7.6K)
Filed 2026-10-13
Diversified Trust Co
NEW
Shares30,081
Change+30,081
Value$39.4K
Filed 2026-11-06
Barry Investment Advisors, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$39.3K (+$6.9K)
Filed 2026-10-14
Royal Fund Management, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$39.3K (+$6.9K)
Filed 2026-10-22
ProShare Advisors LLC
INCREASED
Shares29,172 from 25,092
Change+4,080 (+16%)
Value$38.2K (+$11.1K)
Filed 2026-10-29
Liberty Atlantic Advisors LLC
DECREASED
Shares26,000 from 77,500
Change-51,500 (-66%)
Value$34.1K (-$49.6K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
UNCHANGED
Shares25,012 from 25,012
Change0 (0%)
Value$32.8K (+$5.8K)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares21,128 from 18,147
Change+2,981 (+16%)
Value$27.7K (+$8.1K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares20,878 from 20,878
Change0 (0%)
Value$27.4K (+$4.8K)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares20,602 from 18,251
Change+2,351 (+13%)
Value$27.0K (+$7.3K)
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$26.2K (+$4.6K)
Filed 2026-10-30
Apollon Wealth Management, LLC
NEW
Shares19,714
Change+19,714
Value$25.8K
Filed 2026-10-23
UMB Bank, n.a.
UNCHANGED
Shares17,350 from 17,350
Change0 (0%)
Value$22.7K (+$4.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares16,943 from 15,326
Change+1,617 (+11%)
Value$22.2K (+$5.6K)
Filed 2026-11-06
Prospera Financial Services Inc
UNCHANGED
Shares16,450 from 16,450
Change0 (0%)
Value$23.5K (+$5.8K)
Filed 2026-11-04
HB Wealth Management, LLC
NEW
Shares15,999
Change+15,999
Value$21.0K
Filed 2026-10-23
Merit Financial Group, LLC
NEW
Shares13,132
Change+13,132
Value$17.2K
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares12,351 from 14,369
Change-2,018 (-14%)
Value$16.2K (+$661)
Filed 2026-10-26
Principal Financial Group Inc
NEW
Shares12,245
Change+12,245
Value$16.0K
Filed 2026-11-02
Dimensional Fund Advisors LP
DECREASED
Shares11,867 from 11,946
Change-79 (-1%)
Value$15.5K (+$2.6K)
Filed 2026-11-04
EPG Wealth Management LLC
UNCHANGED
Shares11,552 from 11,552
Change0 (0%)
Value$15.1K (+$2.7K)
Filed 2026-11-03
Brighton Jones LLC
NEW
Shares10,693
Change+10,693
Value$14.0K
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares7,250
Change+7,250
Value$9.5K
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$3.9K (+$690)
Filed 2026-10-26
Signaturefd, LLC
NEW
Shares2,600
Change+2,600
Value$3.4K
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares2,279
Change+2,279
Value$3.0K
Filed 2026-10-21
Parkside Financial Bank & Trust
NEW
Shares2,130
Change+2,130
Value$2.8K
Filed 2026-10-27
Farther Finance Advisors, LLC
NEW
Shares2,024
Change+2,024
Value$2.7K
Filed 2026-10-08
EverSource Wealth Advisors, LLC
NEW
Shares1,887
Change+1,887
Value$2.5K
Filed 2026-11-04
Essential Partners LLC
NEW
Shares1,457
Change+1,457
Value$1.9K
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$1.8K (+$312)
Filed 2026-10-20
SJS Investment Consulting Inc.
NEW
Shares1,143
Change+1,143
Value$1.5K
Filed 2026-10-26
Avion Wealth
INCREASED
Shares1,116 from 665
Change+451 (+68%)
Value$1 (+$1)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares1,000 from 1,097
Change-97 (-9%)
Value$1.3K (+$125)
Filed 2026-11-03
Thompson Investment Management, Inc.
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$962 (+$169)
Filed 2026-10-14
Allworth Financial LP
INCREASED
Shares192 from 67
Change+125 (+187%)
Value$208 (+$135)
Filed 2026-11-06
IFP Advisors, Inc
NEW
Shares148
Change+148
Value$194
Filed 2026-10-16
Clearstead Advisors, LLC
NEW
Shares105
Change+105
Value$138
Filed 2026-11-06
True Wealth Design, LLC
NEW
Shares43
Change+43
Value$57
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares7
Change+7
Value$9
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 92,865
Change-92,865 (-100%)
Value$0 (-$100.3K)
Filed 2026-10-28
Amundi
CLOSED
Shares0 from 62,370
Change-62,370 (-100%)
Value$0 (-$67.4K)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 37,715
Change-37,715 (-100%)
Value$0 (-$40.7K)
Filed 2026-11-05
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 17,300
Change-17,300 (-100%)
Value$0 (-$18.7K)
Filed 2026-10-19
R Squared Ltd
CLOSED
Shares0 from 11,992
Change-11,992 (-100%)
Value$0 (-$13.0K)
Filed 2026-11-06
Peak6 LLC
N/A
Shares— from 17,079,382
Change-17,079,382 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,086,312
Change-12,086,312 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 10,650,000
Change-10,650,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 8,884,550
Change-8,884,550 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 8,047,045
Change-8,047,045 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 4,616,412
Change-4,616,412 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 4,117,089
Change-4,117,089 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,558,834
Change-3,558,834 (-100%)
Value—
CDC Financial, Inc.
N/A
Shares— from 3,539,562
Change-3,539,562 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,098,584
Change-3,098,584 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 2,922,388
Change-2,922,388 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,712,989
Change-2,712,989 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,509,052
Change-2,509,052 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 2,166,848
Change-2,166,848 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,488,104
Change-1,488,104 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,486,707
Change-1,486,707 (-100%)
Value—
Nierenberg Investment Management Company, LLC
N/A
Shares— from 1,399,555
Change-1,399,555 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,256,228
Change-1,256,228 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,142,143
Change-1,142,143 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 1,129,569
Change-1,129,569 (-100%)
Value—
Plustick Management LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 937,046
Change-937,046 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 902,106
Change-902,106 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 757,930
Change-757,930 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 714,423
Change-714,423 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 562,370
Change-562,370 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 536,937
Change-536,937 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 526,740
Change-526,740 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 502,169
Change-502,169 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 455,290
Change-455,290 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 411,048
Change-411,048 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 402,169
Change-402,169 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 379,896
Change-379,896 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 325,416
Change-325,416 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 323,000
Change-323,000 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 306,296
Change-306,296 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 285,000
Change-285,000 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 196,969
Change-196,969 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 173,503
Change-173,503 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 165,780
Change-165,780 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 157,726
Change-157,726 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 157,256
Change-157,256 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 154,791
Change-154,791 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 154,131
Change-154,131 (-100%)
Value—
Man Group plc
N/A
Shares— from 153,925
Change-153,925 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 146,891
Change-146,891 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 145,940
Change-145,940 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 139,207
Change-139,207 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 134,240
Change-134,240 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 124,709
Change-124,709 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 120,130
Change-120,130 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 116,986
Change-116,986 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 111,750
Change-111,750 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 90,792
Change-90,792 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 89,600
Change-89,600 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 89,133
Change-89,133 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 88,249
Change-88,249 (-100%)
Value—
FMR LLC
N/A
Shares— from 87,127
Change-87,127 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 86,688
Change-86,688 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 72,635
Change-72,635 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 64,560
Change-64,560 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 64,391
Change-64,391 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 63,610
Change-63,610 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 60,172
Change-60,172 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 56,524
Change-56,524 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 53,355
Change-53,355 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 50,788
Change-50,788 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 50,700
Change-50,700 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 46,978
Change-46,978 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 45,008
Change-45,008 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 35,061
Change-35,061 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 34,514
Change-34,514 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 33,620
Change-33,620 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 32,433
Change-32,433 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 29,530
Change-29,530 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 27,157
Change-27,157 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,189
Change-25,189 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,667
Change-22,667 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 21,711
Change-21,711 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 20,995
Change-20,995 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,941
Change-20,941 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,144
Change-19,144 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 18,583
Change-18,583 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 17,726
Change-17,726 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 17,393
Change-17,393 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,522
Change-14,522 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,666
Change-12,666 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 10,581
Change-10,581 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Status
Barclays PLC
DECREASED7,091,5867,399,092-307,506-4%$8.0M$9.3M+$1.3M2026-11-06
Geode Capital Management, LLC
INCREASED5,878,2744,575,428+1,302,846+28%$4.9M$7.7M+$2.8M2026-11-06
Bank of New York Mellon Corp
INCREASED1,180,7421,121,003+59,739+5%$1.2M$1.5M+$336.1K2026-11-05
Concurrent Investment Advisors, LLC
NEW319,655—+319,655——$418.7K—2026-10-16
MacKenzie Financial Corp
NEW277,204—+277,204——$363.1K—2026-11-02
Creative Planning
NEW233,810—+233,810——$306.3K—2026-11-02
Deutsche Bank Ag\
INCREASED195,498186,994+8,504+5%$202.0K$256.1K+$54.1K2026-11-06
Sterling Capital Management LLC
INCREASED187,3433,862+183,481+4751%$4.2K$245.4K+$241.2K2026-10-22
Investment Advisory Services Inc
UNCHANGED100,000100,00000%$108.0K$131.0K+$23.0K2026-10-27
Linscomb Wealth, Inc.
UNCHANGED92,27292,27200%$99.7K$120.9K+$21.2K2026-11-05
Ritholtz Wealth Management
INCREASED87,50579,720+7,785+10%$86.1K$114.6K+$28.5K2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED86,56885,215+1,353+2%$92.0K$113.4K+$21.4K2026-10-29
Citigroup Inc
DECREASED69,799257,703-187,904-73%$278.3K$91.4K-$186.9K2026-11-04
StoneX Group Inc.
INCREASED48,88125,417+23,464+92%$36.0K$67.6K+$31.6K2026-11-03
LPL Financial LLC
DECREASED48,07651,087-3,011-6%$55.2K$63.0K+$7.8K2026-11-06
Blue Trust, Inc.
NEW47,526—+47,526——$62.3K—2026-10-15
Abel Hall, LLC
INCREASED36,23736,068+169+0%$39.0K$47.5K+$8.5K2026-10-19
Mindset Wealth Management, LLC
UNCHANGED34,50034,50000%$37.3K$45.2K+$7.9K2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED33,24038,608-5,368-14%$43.6K$44.9K+$1.2K2026-10-13
Founders Capital Management
UNCHANGED33,00033,00000%$35.6K$43.2K+$7.6K2026-10-13
Diversified Trust Co
NEW30,081—+30,081——$39.4K—2026-11-06
Barry Investment Advisors, LLC
UNCHANGED30,00030,00000%$32.4K$39.3K+$6.9K2026-10-14
Royal Fund Management, LLC
UNCHANGED30,00030,00000%$32.4K$39.3K+$6.9K2026-10-22
ProShare Advisors LLC
INCREASED29,17225,092+4,080+16%$27.1K$38.2K+$11.1K2026-10-29
Liberty Atlantic Advisors LLC
DECREASED26,00077,500-51,500-66%$83.7K$34.1K-$49.6K2026-10-14
Wealthcare Advisory Partners LLC
UNCHANGED25,01225,01200%$27.0K$32.8K+$5.8K2026-10-21
Kathmere Capital Management, LLC
INCREASED21,12818,147+2,981+16%$19.6K$27.7K+$8.1K2026-10-20
Ullmann Wealth Partners Group, LLC
UNCHANGED20,87820,87800%$22.5K$27.4K+$4.8K2026-11-02
Xponance LLC
INCREASED20,60218,251+2,351+13%$19.7K$27.0K+$7.3K2026-11-03
Mraz, Amerine & Associates, Inc.
UNCHANGED20,00020,00000%$21.6K$26.2K+$4.6K2026-10-30
Apollon Wealth Management, LLC
NEW19,714—+19,714——$25.8K—2026-10-23
UMB Bank, n.a.
UNCHANGED17,35017,35000%$18.7K$22.7K+$4.0K2026-11-06
Russell Investments Group, Ltd.
INCREASED16,94315,326+1,617+11%$16.6K$22.2K+$5.6K2026-11-06
Prospera Financial Services Inc
UNCHANGED16,45016,45000%$17.8K$23.5K+$5.8K2026-11-04
HB Wealth Management, LLC
NEW15,999—+15,999——$21.0K—2026-10-23
Merit Financial Group, LLC
NEW13,132—+13,132——$17.2K—2026-11-06
SmartHarvest Portfolios, LLC
DECREASED12,35114,369-2,018-14%$15.5K$16.2K+$6612026-10-26
Principal Financial Group Inc
NEW12,245—+12,245——$16.0K—2026-11-02
Dimensional Fund Advisors LP
DECREASED11,86711,946-79-1%$12.9K$15.5K+$2.6K2026-11-04
EPG Wealth Management LLC
UNCHANGED11,55211,55200%$12.5K$15.1K+$2.7K2026-11-03
Brighton Jones LLC
NEW10,693—+10,693——$14.0K—2026-11-03
Gamma Investing LLC
NEW7,250—+7,250——$9.5K—2026-10-08
Lanark Financial, Inc.
UNCHANGED3,0003,00000%$3.2K$3.9K+$6902026-10-26
Signaturefd, LLC
NEW2,600—+2,600——$3.4K—2026-10-23
Root Financial Partners, LLC
NEW2,279—+2,279——$3.0K—2026-10-21
Parkside Financial Bank & Trust
NEW2,130—+2,130——$2.8K—2026-10-27
Farther Finance Advisors, LLC
NEW2,024—+2,024——$2.7K—2026-10-08
EverSource Wealth Advisors, LLC
NEW1,887—+1,887——$2.5K—2026-11-04
Essential Partners LLC
NEW1,457—+1,457——$1.9K—2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED1,3561,35600%$1.5K$1.8K+$3122026-10-20
SJS Investment Consulting Inc.
NEW1,143—+1,143——$1.5K—2026-10-26
Avion Wealth
INCREASED1,116665+451+68%$0$1+$12026-11-04
Parallel Advisors, LLC
DECREASED1,0001,097-97-9%$1.2K$1.3K+$1252026-11-03
Thompson Investment Management, Inc.
UNCHANGED73473400%$793$962+$1692026-10-14
Allworth Financial LP
INCREASED19267+125+187%$73$208+$1352026-11-06
IFP Advisors, Inc
NEW148—+148——$194—2026-10-16
Clearstead Advisors, LLC
NEW105—+105——$138—2026-11-06
True Wealth Design, LLC
NEW43—+43——$57—2026-10-13
Provenance Wealth Advisors, LLC
NEW7—+7——$9—2026-10-30
Larson Financial Group LLC
UNCHANGED2200%$2$3+$12026-11-05
State of Wyoming
CLOSED092,865-92,865-100%$100.3K$0-$100.3K2026-10-28
Amundi
CLOSED062,370-62,370-100%$67.4K$0-$67.4K2026-11-06
Imc-Chicago, LLC
CLOSED037,715-37,715-100%$40.7K$0-$40.7K2026-11-05
Hidden Cove Wealth Management, LLC
CLOSED017,300-17,300-100%$18.7K$0-$18.7K2026-10-19
R Squared Ltd
CLOSED011,992-11,992-100%$13.0K$0-$13.0K2026-11-06
Peak6 LLC
N/A—17,079,382-17,079,382-100%$18.4M———
BlackRock, Inc.
N/A—12,086,312-12,086,312-100%$13.1M———
Adage Capital Partners GP, L.L.C.
N/A—10,650,000-10,650,000-100%$11.5M———
Vanguard Capital Management LLC
N/A—8,884,550-8,884,550-100%$9.6M———
Two Sigma Investments, LP
N/A—8,047,045-8,047,045-100%$8.7M———
Vanguard Portfolio Management LLC
N/A—4,616,412-4,616,412-100%$5.0M———
Renaissance Technologies LLC
N/A—4,117,089-4,117,089-100%$4.4M———
Acadian Asset Management LLC
N/A—3,558,834-3,558,834-100%$3.8M———
CDC Financial, Inc.
N/A—3,539,562-3,539,562-100%$3.8M———
UBS Group AG
N/A—3,098,584-3,098,584-100%$3.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—2,922,388-2,922,388-100%$3.2M———
First Trust Advisors LP
N/A—2,712,989-2,712,989-100%$2.9M———
State Street Corp
N/A—2,509,052-2,509,052-100%$2.7M———
Bridgeway Capital Management, LLC
N/A—2,166,848-2,166,848-100%$2.3M———
Goldman Sachs Group Inc
N/A—1,488,104-1,488,104-100%$1.6M———
Northern Trust Corp
N/A—1,486,707-1,486,707-100%$1.6M———
Nierenberg Investment Management Company, LLC
N/A—1,399,555-1,399,555-100%$1.5M———
Empowered Funds, LLC
N/A—1,256,228-1,256,228-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—1,142,143-1,142,143-100%$1.2M———
De Lisle Partners LLP
N/A—1,129,569-1,129,569-100%$1.2M———
Plustick Management LLC
N/A—1,000,000-1,000,000-100%$1.1M———
Segall Bryant & Hamill, LLC
N/A—937,046-937,046-100%$1.0M———
Millennium Management LLC
N/A—902,106-902,106-100%$974.3K———
Victory Capital Management Inc
N/A—757,930-757,930-100%$818.6K———
Alyeska Investment Group, L.P.
N/A—714,423-714,423-100%$771.6K———
Charles Schwab Investment Management Inc
N/A—562,370-562,370-100%$607.4K———
Invesco Ltd.
N/A—536,937-536,937-100%$579.9K———
Susquehanna International Group, LLP
N/A—526,740-526,740-100%$568.9K———
American Century Companies Inc
N/A—502,169-502,169-100%$542.3K———
RBF Capital, LLC
N/A—500,000-500,000-100%$540.0K———
Nuveen, LLC
N/A—455,290-455,290-100%$491.7K———
Morgan Stanley
N/A—411,048-411,048-100%$443.9K———
Algert Global LLC
N/A—402,169-402,169-100%$434.3K———
Quantbot Technologies LP
N/A—379,896-379,896-100%$410.3K———
Schonfeld Strategic Advisors LLC
N/A—325,416-325,416-100%$351.4K———
Canada Pension Plan Investment Board
N/A—323,000-323,000-100%$348.8K———
Winton Group Ltd
N/A—306,296-306,296-100%$330.8K———
Sprott Inc.
N/A—285,000-285,000-100%$307.8K———
SEI Investments Co
N/A—196,969-196,969-100%$212.7K———
Wells Fargo & Company
N/A—173,503-173,503-100%$187.4K———
Virtu Financial LLC
N/A—165,780-165,780-100%$179.0K———
Point72 Asset Management, L.P.
N/A—157,726-157,726-100%$170.3K———
Price T Rowe Associates Inc
N/A—157,256-157,256-100%$170.0K———
XTX Topco Ltd
N/A—154,791-154,791-100%$167.2K———
Graham Capital Management, L.P.
N/A—154,131-154,131-100%$166.5K———
Man Group plc
N/A—153,925-153,925-100%$166.2K———
Rhumbline Advisers
N/A—146,891-146,891-100%$158.6K———
Lazard Asset Management LLC
N/A—145,940-145,940-100%$157.6K———
Bank of America Corp
N/A—139,207-139,207-100%$150.3K———
Quadrature Capital Ltd
N/A—134,240-134,240-100%$145.0K———
Metis Global Partners, LLC
N/A—124,709-124,709-100%$134.7K———
O'shaughnessy Asset Management, LLC
N/A—120,130-120,130-100%$129.7K———
MetLife Investment Management, LLC
N/A—116,986-116,986-100%$126.3K———
Vanguard Personalized Indexing Management, LLC
N/A—111,750-111,750-100%$120.7K———
Two Sigma Securities, LLC
N/A—90,792-90,792-100%$98.1K———
Alliancebernstein L.P.
N/A—89,600-89,600-100%$137.1K———
EntryPoint Capital, LLC
N/A—89,133-89,133-100%$96.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—88,249-88,249-100%$95.3K———
FMR LLC
N/A—87,127-87,127-100%$94.1K———
JPMorgan Chase & Co
N/A—86,688-86,688-100%$95.4K———
Franklin Resources Inc
N/A—72,635-72,635-100%$78.4K———
Jain Global LLC
N/A—64,560-64,560-100%$69.7K———
VAN DEN Berg Management I, Inc
N/A—64,391-64,391-100%$69.5K———
Prudential Financial Inc
N/A—63,610-63,610-100%$68.7K———
Manufacturers Life Insurance Company, the
N/A—60,172-60,172-100%$65.0K———
Police & Firemen's Retirement System of New Jersey
N/A—56,524-56,524-100%$61.0K———
Cetera Investment Advisers
N/A—53,355-53,355-100%$57.6K———
Vanguard Global Advisers, LLC
N/A—50,788-50,788-100%$54.9K———
New York State Common Retirement Fund
N/A—50,700-50,700-100%$54.8K———
Panagora Asset Management Inc
N/A—46,978-46,978-100%$50.7K———
Vident Advisory, LLC
N/A—45,008-45,008-100%$48.6K———
Callahan Advisors, LLC
N/A—35,061-35,061-100%$37.9K———
BNP Paribas Financial Markets
N/A—34,514-34,514-100%$37.3K———
Mariner, LLC
N/A—34,500-34,500-100%$37.3K———
Intech Investment Management LLC
N/A—33,620-33,620-100%$36.3K———
Centiva Capital, LP
N/A—32,433-32,433-100%$35.0K———
Mercer Global Advisors Inc
N/A—29,530-29,530-100%$31.9K———
Integrated Wealth Concepts LLC
N/A—27,157-27,157-100%$29.3K———
Tower Research Capital LLC (TRC)
N/A—25,189-25,189-100%$27.2K———
CreativeOne Wealth, LLC
N/A—22,667-22,667-100%$24.5K———
Voya Investment Management LLC
N/A—21,711-21,711-100%$23.4K———
Legacy Wealth Managment, LLC
N/A—20,995-20,995-100%$22.7K———
Sequoia Financial Advisors, LLC
N/A—20,941-20,941-100%$22.6K———
Osaic Holdings, Inc.
N/A—20,100-20,100-100%$21.7K———
Quantinno Capital Management LP
N/A—19,144-19,144-100%$20.7K———
Legal & General Group Plc
N/A—18,583-18,583-100%$20.1K———
TRB Wealth Management, LLC
N/A—17,726-17,726-100%$19.1K———
Ameritas Investment Partners, Inc.
N/A—17,393-17,393-100%$18.8K———
Private Advisor Group, LLC
N/A—15,000-15,000-100%$16.2K———
Boothbay Fund Management, LLC
N/A—14,522-14,522-100%$15.7K———
Arkadios Wealth Advisors
N/A—12,885-12,885-100%$13.9K———
Gotham Asset Management, LLC
N/A—12,666-12,666-100%$13.7K———
JMN Financial LLC
N/A—11,907-11,907-100%$12.9K———
CIBC Bancorp USA Inc.
N/A—10,581-10,581-100%$11.4K———
Rockefeller Capital Management L.P.
N/A—10,000-10,000-100%$10.8K———
Royal Bank of Canada
N/A—6,149-6,149-100%$7.0K———
Hollencrest Capital Management
N/A—3,000-3,000-100%$3.2K———
California State Teachers Retirement System
N/A—2,639-2,639-100%$2.9K———
Rialto Wealth Management, LLC
N/A—667-667-100%$721———
Transamerica Financial Advisors, LLC
N/A—68-68-100%$73———
Showing 165 of 165 institutions