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Rocket Pharmaceuticals Inc (RCKT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares4,609,231 from 4,865,551
Change-256,320 (-5%)
Value$12.1M (-$4.5M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,716,748 from 2,370,729
Change-653,981 (-28%)
Value$4.5M (-$3.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,346,107 from 1,125,500
Change+220,607 (+20%)
Value$3.5M (-$308.8K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares322,772 from 321,836
Change+936 (+0%)
Value$848.9K (-$251.8K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares256,634 from 259,809
Change-3,175 (-1%)
Value$674.9K (-$213.6K)
Filed 2026-11-05
Privium Fund Management B.V.
UNCHANGED
Shares244,146 from 244,146
Change0 (0%)
Value$642.1K (-$192.9K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares220,426 from 224,927
Change-4,501 (-2%)
Value$579.7K (-$189.5K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares207,402 from 131,583
Change+75,819 (+58%)
Value$545.5K (+$95.5K)
Filed 2026-11-02
Amitell Capital Pte Ltd
UNCHANGED
Shares178,769 from 178,769
Change0 (0%)
Value$470.2K (-$141.2K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares148,601 from 150,933
Change-2,332 (-2%)
Value$390.8K (-$125.4K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares90,386
Change+90,386
Value$237.9K
Filed 2026-10-30
Assenagon Asset Management S.A.
UNCHANGED
Shares84,815 from 84,815
Change0 (0%)
Value$223.1K (-$67.0K)
Filed 2026-10-15
Pier 88 Investment Partners LLC
UNCHANGED
Shares71,500 from 71,500
Change0 (0%)
Value$188.0K (-$56.5K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares67,702 from 65,717
Change+1,985 (+3%)
Value$178.1K (-$46.7K)
Filed 2026-10-16
Barclays PLC
INCREASED
Shares64,306 from 22,716
Change+41,590 (+183%)
Value$169.1K (+$91.4K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares30,588 from 91,568
Change-60,980 (-67%)
Value$80.4K (-$277.6K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares29,523 from 29,520
Change+3 (+0%)
Value$77.7K (-$23.3K)
Filed 2026-11-02
Sanders Morris Harris LLC
NEW
Shares27,709
Change+27,709
Value$72.9K
Filed 2026-10-14
China Universal Asset Management Co., Ltd.
INCREASED
Shares20,030 from 17,378
Change+2,652 (+15%)
Value$51.9K (-$7.6K)
Filed 2026-10-28
ProShare Advisors LLC
DECREASED
Shares15,161 from 15,421
Change-260 (-2%)
Value$39.9K (-$12.9K)
Filed 2026-10-29
Brighton Jones LLC
DECREASED
Shares12,204 from 32,987
Change-20,783 (-63%)
Value$32.1K (-$80.7K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
UNCHANGED
Shares12,001 from 12,001
Change0 (0%)
Value$31.6K (-$9.5K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares8,861 from 8,202
Change+659 (+8%)
Value$30.3K (+$2.3K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares6,425 from 842
Change+5,583 (+663%)
Value$16.9K (+$14.0K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares5,610 from 4,884
Change+726 (+15%)
Value$14.8K (-$1.9K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares4,988 from 5,475
Change-487 (-9%)
Value$13.1K (-$5.6K)
Filed 2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$10.9K (-$3.3K)
Filed 2026-10-20
GF Fund Management Co. Ltd.
INCREASED
Shares2,504 from 2,300
Change+204 (+9%)
Value$6.6K (-$1.3K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
DECREASED
Shares2,302 from 5,539
Change-3,237 (-58%)
Value$6.1K (-$12.9K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares2,277 from 2,655
Change-378 (-14%)
Value$6.0K (-$3.0K)
Filed 2026-10-08
Essential Partners LLC
DECREASED
Shares2,130 from 3,644
Change-1,514 (-42%)
Value$5.6K (-$6.9K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares1,938
Change+1,938
Value$5.1K
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares1,784 from 1,823
Change-39 (-2%)
Value$4.7K (-$1.5K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,359 from 1,213
Change+146 (+12%)
Value$3.6K (-$574)
Filed 2026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$3.4K (-$1.0K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$3.2K (-$946)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares1,196 from 2,460
Change-1,264 (-51%)
Value$3.1K (-$5.3K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,183 from 4,097
Change-2,914 (-71%)
Value$3.1K (-$10.9K)
Filed 2026-10-29
Nemes Rush Group LLC
NEW
Shares1,100
Change+1,100
Value$2.9K
Filed 2026-11-04
Parkside Financial Bank & Trust
NEW
Shares1,051
Change+1,051
Value$2.8K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares1,008 from 477
Change+531 (+111%)
Value$2.7K (+$1.0K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares804
Change+804
Value$2.1K
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares740 from 1,818
Change-1,078 (-59%)
Value$1.9K (-$4.3K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$1.5K (-$449)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares486
Change+486
Value$1.3K
Filed 2026-10-21
Bare Financial Services, Inc
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$894 (-$269)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares307 from 266
Change+41 (+15%)
Value$807 (-$103)
Filed 2026-10-22
True Wealth Design, LLC
DECREASED
Shares263 from 873
Change-610 (-70%)
Value$692 (-$2.3K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$347 (-$104)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares83 from 193
Change-110 (-57%)
Value$219 (-$442)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares54 from 89
Change-35 (-39%)
Value$0 ($0)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares36
Change+36
Value$95
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares5 from 128
Change-123 (-96%)
Value$13 (-$425)
Filed 2026-11-05
Merit Financial Group, LLC
CLOSED
Shares0 from 19,360
Change-19,360 (-100%)
Value$0 (-$66.2K)
Filed 2026-11-06
Krilogy Financial LLC
CLOSED
Shares0 from 14,295
Change-14,295 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-13
HB Wealth Management, LLC
CLOSED
Shares0 from 10,541
Change-10,541 (-100%)
Value$0 (-$36.1K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 459
Change-459 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-07
Zions Bancorporation, National Association
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$691)
Filed 2026-11-06
Clearstead Advisors, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$419)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$390)
Filed 2026-10-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$14)
Filed 2026-10-13
RTW Investments, LP
N/A
Shares— from 17,687,772
Change-17,687,772 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,923,962
Change-9,923,962 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,810,033
Change-5,810,033 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 4,029,262
Change-4,029,262 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,000,344
Change-4,000,344 (-100%)
Value—
Newtyn Management, LLC
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,923,963
Change-3,923,963 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,784,387
Change-3,784,387 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,386,162
Change-3,386,162 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,833,427
Change-2,833,427 (-100%)
Value—
Monaco Asset Management SAM
N/A
Shares— from 2,480,468
Change-2,480,468 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,304,207
Change-2,304,207 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,988,413
Change-1,988,413 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,974,896
Change-1,974,896 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,820,121
Change-1,820,121 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,062,522
Change-1,062,522 (-100%)
Value—
Opaleye Management Inc.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 950,552
Change-950,552 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 867,900
Change-867,900 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 792,974
Change-792,974 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 749,073
Change-749,073 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 735,090
Change-735,090 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 734,584
Change-734,584 (-100%)
Value—
Prosight Management, LP
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 670,527
Change-670,527 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 644,869
Change-644,869 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 641,222
Change-641,222 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 592,844
Change-592,844 (-100%)
Value—
FMR LLC
N/A
Shares— from 488,299
Change-488,299 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 440,255
Change-440,255 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 435,500
Change-435,500 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 397,727
Change-397,727 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 387,065
Change-387,065 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 383,316
Change-383,316 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 348,093
Change-348,093 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 332,106
Change-332,106 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 315,761
Change-315,761 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 298,000
Change-298,000 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 275,009
Change-275,009 (-100%)
Value—
M28 Capital Management LP
N/A
Shares— from 210,871
Change-210,871 (-100%)
Value—
UBS Group AG
N/A
Shares— from 201,642
Change-201,642 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 199,794
Change-199,794 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 198,662
Change-198,662 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 195,650
Change-195,650 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 187,415
Change-187,415 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 186,596
Change-186,596 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 181,147
Change-181,147 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 158,502
Change-158,502 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 152,631
Change-152,631 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 135,100
Change-135,100 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 134,665
Change-134,665 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 118,981
Change-118,981 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 111,412
Change-111,412 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 110,666
Change-110,666 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 108,028
Change-108,028 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 101,614
Change-101,614 (-100%)
Value—
Tang Capital Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 96,469
Change-96,469 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 94,727
Change-94,727 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 94,264
Change-94,264 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 91,825
Change-91,825 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 86,064
Change-86,064 (-100%)
Value—
Lion Point Capital, LP
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 84,177
Change-84,177 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 83,086
Change-83,086 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 72,500
Change-72,500 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 71,549
Change-71,549 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 71,170
Change-71,170 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 70,405
Change-70,405 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 70,399
Change-70,399 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 61,605
Change-61,605 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 60,411
Change-60,411 (-100%)
Value—
Velan Capital Investment Management LP
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 58,500
Change-58,500 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 52,755
Change-52,755 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 50,493
Change-50,493 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 45,656
Change-45,656 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 39,335
Change-39,335 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 38,680
Change-38,680 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,365
Change-38,365 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,917
Change-34,917 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 32,458
Change-32,458 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 30,623
Change-30,623 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 29,447
Change-29,447 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 26,463
Change-26,463 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 23,398
Change-23,398 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 23,123
Change-23,123 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 22,110
Change-22,110 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 22,016
Change-22,016 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 18,819
Change-18,819 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,685
Change-18,685 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 18,635
Change-18,635 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 18,558
Change-18,558 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 17,723
Change-17,723 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 17,653
Change-17,653 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,742
Change-16,742 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,340
Change-16,340 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 15,117
Change-15,117 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 11,968
Change-11,968 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,877
Change-11,877 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,288
Change-10,288 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,797
Change-7,797 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
Citigroup Inc
DECREASED4,609,2314,865,551-256,320-5%$16.6M$12.1M-$4.5M2026-11-04
Geode Capital Management, LLC
DECREASED1,716,7482,370,729-653,981-28%$8.1M$4.5M-$3.6M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,346,1071,125,500+220,607+20%$3.8M$3.5M-$308.8K2026-11-04
LPL Financial LLC
INCREASED322,772321,836+936+0%$1.1M$848.9K-$251.8K2026-11-06
Bank of New York Mellon Corp
DECREASED256,634259,809-3,175-1%$888.5K$674.9K-$213.6K2026-11-05
Privium Fund Management B.V.
UNCHANGED244,146244,14600%$835.0K$642.1K-$192.9K2026-11-03
Hennion & Walsh Asset Management, Inc.
DECREASED220,426224,927-4,501-2%$769.3K$579.7K-$189.5K2026-10-13
Creative Planning
INCREASED207,402131,583+75,819+58%$450.0K$545.5K+$95.5K2026-11-02
Amitell Capital Pte Ltd
UNCHANGED178,769178,76900%$611.4K$470.2K-$141.2K2026-11-02
Russell Investments Group, Ltd.
DECREASED148,601150,933-2,332-2%$516.2K$390.8K-$125.4K2026-11-06
Achmea Investment Management B.V.
NEW90,386—+90,386——$237.9K—2026-10-30
Assenagon Asset Management S.A.
UNCHANGED84,81584,81500%$290.1K$223.1K-$67.0K2026-10-15
Pier 88 Investment Partners LLC
UNCHANGED71,50071,50000%$244.5K$188.0K-$56.5K2026-11-06
Concurrent Investment Advisors, LLC
INCREASED67,70265,717+1,985+3%$224.8K$178.1K-$46.7K2026-10-16
Barclays PLC
INCREASED64,30622,716+41,590+183%$77.7K$169.1K+$91.4K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED30,58891,568-60,980-67%$358.0K$80.4K-$277.6K2026-10-13
Commonwealth Equity Services, LLC
INCREASED29,52329,520+3+0%$101.0K$77.7K-$23.3K2026-11-02
Sanders Morris Harris LLC
NEW27,709—+27,709——$72.9K—2026-10-14
China Universal Asset Management Co., Ltd.
INCREASED20,03017,378+2,652+15%$59.4K$51.9K-$7.6K2026-10-28
ProShare Advisors LLC
DECREASED15,16115,421-260-2%$52.7K$39.9K-$12.9K2026-10-29
Brighton Jones LLC
DECREASED12,20432,987-20,783-63%$112.8K$32.1K-$80.7K2026-11-03
Grimes & Co Wealth Management, LLC
UNCHANGED12,00112,00100%$41.0K$31.6K-$9.5K2026-10-29
Allworth Financial LP
INCREASED8,8618,202+659+8%$28.1K$30.3K+$2.3K2026-11-06
Parallel Advisors, LLC
INCREASED6,425842+5,583+663%$2.9K$16.9K+$14.0K2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED5,6104,884+726+15%$16.7K$14.8K-$1.9K2026-11-03
PNC Financial Services Group, Inc.
DECREASED4,9885,475-487-9%$18.7K$13.1K-$5.6K2026-11-06
Nisa Investment Advisors, LLC
UNCHANGED4,1334,13300%$14.1K$10.9K-$3.3K2026-10-20
GF Fund Management Co. Ltd.
INCREASED2,5042,300+204+9%$7.9K$6.6K-$1.3K2026-10-26
EverSource Wealth Advisors, LLC
DECREASED2,3025,539-3,237-58%$18.9K$6.1K-$12.9K2026-11-04
Farther Finance Advisors, LLC
DECREASED2,2772,655-378-14%$9.0K$6.0K-$3.0K2026-10-08
Essential Partners LLC
DECREASED2,1303,644-1,514-42%$12.5K$5.6K-$6.9K2026-10-14
Simplex Trading, LLC
NEW1,938—+1,938——$5.1K—2026-11-04
Sterling Capital Management LLC
DECREASED1,7841,823-39-2%$6.2K$4.7K-$1.5K2026-10-22
Gamma Investing LLC
INCREASED1,3591,213+146+12%$4.1K$3.6K-$5742026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED1,3001,30000%$4.4K$3.4K-$1.0K2026-10-20
US Bancorp \de\
UNCHANGED1,1981,19800%$4.1K$3.2K-$9462026-11-05
Signaturefd, LLC
DECREASED1,1962,460-1,264-51%$8.4K$3.1K-$5.3K2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED1,1834,097-2,914-71%$14.0K$3.1K-$10.9K2026-10-29
Nemes Rush Group LLC
NEW1,100—+1,100——$2.9K—2026-11-04
Parkside Financial Bank & Trust
NEW1,051—+1,051——$2.8K—2026-10-27
SJS Investment Consulting Inc.
INCREASED1,008477+531+111%$1.6K$2.7K+$1.0K2026-10-26
Nova Financial LLC
NEW804—+804——$2.1K—2026-11-04
IFP Advisors, Inc
DECREASED7401,818-1,078-59%$6.2K$1.9K-$4.3K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED56856800%$1.9K$1.5K-$4492026-10-20
Root Financial Partners, LLC
NEW486—+486——$1.3K—2026-10-21
Bare Financial Services, Inc
UNCHANGED34034000%$1.2K$894-$2692026-11-04
SBI Securities Co., Ltd.
INCREASED307266+41+15%$910$807-$1032026-10-22
True Wealth Design, LLC
DECREASED263873-610-70%$3.0K$692-$2.3K2026-10-13
Pinnacle Wealth Planning Services, Inc.
UNCHANGED13213200%$451$347-$1042026-10-27
Fifth Third Bancorp
DECREASED83193-110-57%$661$219-$4422026-11-05
Covestor Ltd
DECREASED5489-35-39%$0$0$02026-10-30
Provenance Wealth Advisors, LLC
NEW36—+36——$95—2026-10-30
Larson Financial Group LLC
DECREASED5128-123-96%$438$13-$4252026-11-05
Merit Financial Group, LLC
CLOSED019,360-19,360-100%$66.2K$0-$66.2K2026-11-06
Krilogy Financial LLC
CLOSED014,295-14,295-100%$48.9K$0-$48.9K2026-10-13
HB Wealth Management, LLC
CLOSED010,541-10,541-100%$36.1K$0-$36.1K2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED0459-459-100%$1.6K$0-$1.6K2026-10-07
Zions Bancorporation, National Association
CLOSED0202-202-100%$691$0-$6912026-11-06
Clearstead Advisors, LLC
CLOSED0122-122-100%$419$0-$4192026-11-06
MassMutual Private Wealth & Trust, FSB
CLOSED0114-114-100%$390$0-$3902026-10-05
Gill Capital Partners, LLC
CLOSED04-4-100%$14$0-$142026-10-13
RTW Investments, LP
N/A—17,687,772-17,687,772-100%$60.5M———
BlackRock, Inc.
N/A—9,923,962-9,923,962-100%$33.9M———
Vanguard Portfolio Management LLC
N/A—5,810,033-5,810,033-100%$19.9M———
Marshall Wace, LLP
N/A—4,029,262-4,029,262-100%$13.8M———
Millennium Management LLC
N/A—4,000,344-4,000,344-100%$13.7M———
Newtyn Management, LLC
N/A—4,000,000-4,000,000-100%$13.7M———
Maverick Capital LTD
N/A—3,923,963-3,923,963-100%$13.4M———
Vanguard Capital Management LLC
N/A—3,784,387-3,784,387-100%$12.9M———
AQR Capital Management LLC
N/A—3,386,162-3,386,162-100%$11.6M———
Goldman Sachs Group Inc
N/A—2,833,427-2,833,427-100%$9.7M———
Monaco Asset Management SAM
N/A—2,480,468-2,480,468-100%$8.5M———
Federated Hermes, Inc.
N/A—2,304,207-2,304,207-100%$7.9M———
JPMorgan Chase & Co
N/A—1,988,413-1,988,413-100%$6.7M———
Jacobs Levy Equity Management, Inc
N/A—1,974,896-1,974,896-100%$6.8M———
State Street Corp
N/A—1,820,121-1,820,121-100%$6.2M———
Morgan Stanley
N/A—1,062,522-1,062,522-100%$3.6M———
Opaleye Management Inc.
N/A—1,000,000-1,000,000-100%$3.4M———
D. E. Shaw & Co., Inc.
N/A—950,552-950,552-100%$3.3M———
Jump Financial, LLC
N/A—867,900-867,900-100%$3.0M———
Renaissance Technologies LLC
N/A—792,974-792,974-100%$2.7M———
Charles Schwab Investment Management Inc
N/A—749,073-749,073-100%$2.6M———
Northern Trust Corp
N/A—735,090-735,090-100%$2.5M———
Bank of America Corp
N/A—734,584-734,584-100%$2.5M———
Prosight Management, LP
N/A—700,000-700,000-100%$2.4M———
Point72 Asset Management, L.P.
N/A—670,527-670,527-100%$2.3M———
Qube Research & Technologies Ltd
N/A—644,869-644,869-100%$2.2M———
Woodline Partners LP
N/A—641,222-641,222-100%$2.2M———
Vanguard Fiduciary Trust Co
N/A—592,844-592,844-100%$2.0M———
FMR LLC
N/A—488,299-488,299-100%$1.7M———
IEQ Capital, LLC
N/A—440,255-440,255-100%$1.5M———
Adar1 Capital Management, LLC
N/A—435,500-435,500-100%$1.5M———
Aberdeen Group plc
N/A—397,727-397,727-100%$1.4M———
BNP Paribas Financial Markets
N/A—387,065-387,065-100%$1.3M———
Invesco Ltd.
N/A—383,316-383,316-100%$1.3M———
LOS Angeles Capital Management LLC
N/A—348,093-348,093-100%$1.2M———
Susquehanna Portfolio Strategies, LLC
N/A—332,106-332,106-100%$1.1M———
Two Sigma Investments, LP
N/A—315,761-315,761-100%$1.1M———
BIT Capital GmbH
N/A—298,000-298,000-100%$1.0M———
Ameriprise Financial Inc
N/A—275,009-275,009-100%$940.5K———
M28 Capital Management LP
N/A—210,871-210,871-100%$721.2K———
UBS Group AG
N/A—201,642-201,642-100%$689.6K———
Nuveen, LLC
N/A—199,794-199,794-100%$683.3K———
Mariner, LLC
N/A—198,662-198,662-100%$679.4K———
Alliancebernstein L.P.
N/A—195,650-195,650-100%$700.4K———
Price T Rowe Associates Inc
N/A—187,415-187,415-100%$641.0K———
PDT Partners, LLC
N/A—186,596-186,596-100%$638.2K———
Squarepoint Ops LLC
N/A—181,147-181,147-100%$619.5K———
Raymond James Financial Inc
N/A—158,502-158,502-100%$542.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—152,631-152,631-100%$522.0K———
Public Employees Retirement System of Ohio
N/A—135,100-135,100-100%$462.0K———
Jain Global LLC
N/A—134,665-134,665-100%$460.6K———
Virtus Investment Advisers, LLC
N/A—118,981-118,981-100%$406.9K———
Rhumbline Advisers
N/A—111,412-111,412-100%$381.0K———
Schonfeld Strategic Advisors LLC
N/A—110,666-110,666-100%$378.5K———
Mercer Global Advisors Inc
N/A—108,028-108,028-100%$369.5K———
American Century Companies Inc
N/A—101,614-101,614-100%$347.5K———
Tang Capital Management LLC
N/A—100,000-100,000-100%$342.0K———
Rice Hall James & Associates, LLC
N/A—96,469-96,469-100%$329.9K———
Boothbay Fund Management, LLC
N/A—94,727-94,727-100%$324.0K———
Balyasny Asset Management L.P.
N/A—94,264-94,264-100%$322.4K———
Cerity Partners LLC
N/A—91,825-91,825-100%$314.0K———
Weiss Asset Management LP
N/A—86,064-86,064-100%$294.3K———
Lion Point Capital, LP
N/A—86,000-86,000-100%$294.1K———
Deutsche Bank Ag\
N/A—84,177-84,177-100%$287.9K———
Wells Fargo & Company
N/A—83,086-83,086-100%$284.2K———
Marex Group Ltd
N/A—72,500-72,500-100%$248.0K———
Engineers Gate Manager LP
N/A—71,549-71,549-100%$244.7K———
Citadel Advisors LLC
N/A—71,170-71,170-100%$243.4K———
Ballentine Partners, LLC
N/A—70,405-70,405-100%$240.8K———
Bank of Montreal
N/A—70,399-70,399-100%$240.8K———
Wellington Management Group LLP
N/A—61,605-61,605-100%$210.7K———
Walleye Capital LLC
N/A—60,411-60,411-100%$206.6K———
Velan Capital Investment Management LP
N/A—60,000-60,000-100%$205.2K———
Canada Pension Plan Investment Board
N/A—58,500-58,500-100%$200.1K———
Nomura Asset Management International Inc.
N/A—58,000-58,000-100%$198.0K———
Arax Advisory Partners
N/A—52,755-52,755-100%$180.4K———
Tudor Investment Corp ET AL
N/A—50,493-50,493-100%$172.7K———
MetLife Investment Management, LLC
N/A—45,656-45,656-100%$156.1K———
Susquehanna International Group, LLP
N/A—39,335-39,335-100%$134.5K———
Quantinno Capital Management LP
N/A—38,680-38,680-100%$132.3K———
Captrust Financial Advisors
N/A—38,365-38,365-100%$131.2K———
Rockefeller Capital Management L.P.
N/A—34,917-34,917-100%$119.4K———
Voleon Capital Management LP
N/A—32,458-32,458-100%$111.0K———
Vanguard Global Advisers, LLC
N/A—30,623-30,623-100%$104.7K———
Focus Partners Wealth
N/A—29,447-29,447-100%$100.7K———
Stifel Financial Corp
N/A—27,600-27,600-100%$94.4K———
Manufacturers Life Insurance Company, the
N/A—26,463-26,463-100%$90.5K———
Dynamic Technology Lab Private Ltd
N/A—23,398-23,398-100%$80.0K———
Intech Investment Management LLC
N/A—23,123-23,123-100%$79.1K———
Police & Firemen's Retirement System of New Jersey
N/A—22,110-22,110-100%$75.6K———
SEI Investments Co
N/A—22,016-22,016-100%$75.3K———
SG Americas Securities, LLC
N/A—18,819-18,819-100%$64.0K———
MAI Capital Management
N/A—18,685-18,685-100%$63.9K———
ExodusPoint Capital Management, LP
N/A—18,635-18,635-100%$63.7K———
Voya Investment Management LLC
N/A—18,558-18,558-100%$63.5K———
Canada Life Assurance Co
N/A—17,723-17,723-100%$61.0K———
Sequoia Financial Advisors, LLC
N/A—17,653-17,653-100%$60.4K———
Integrated Wealth Concepts LLC
N/A—16,742-16,742-100%$57.3K———
Steward Partners Investment Advisory, LLC
N/A—16,340-16,340-100%$55.9K———
Vanguard Personalized Indexing Management, LLC
N/A—16,116-16,116-100%$55.1K———
Winton Group Ltd
N/A—15,200-15,200-100%$52.0K———
New York State Common Retirement Fund
N/A—15,117-15,117-100%$51.7K———
Prudential Financial Inc
N/A—15,045-15,045-100%$51.5K———
Pallas Capital Advisors LLC
N/A—13,721-13,721-100%$46.9K———
Victory Capital Management Inc
N/A—11,968-11,968-100%$40.9K———
Focus Partners Advisor Solutions, LLC
N/A—11,877-11,877-100%$40.6K———
Virtu Financial LLC
N/A—11,562-11,562-100%$40———
a16z Perennial Management, L.P.
N/A—11,335-11,335-100%$38.8K———
XTX Topco Ltd
N/A—10,288-10,288-100%$35.2K———
Franklin Resources Inc
N/A—10,166-10,166-100%$34.8K———
Legal & General Group Plc
N/A—9,175-9,175-100%$31.4K———
Ameritas Investment Partners, Inc.
N/A—7,797-7,797-100%$26.7K———
Tower Research Capital LLC (TRC)
N/A—6,758-6,758-100%$23.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,557-3,557-100%$12.2K———
BFC Planning, Inc.
N/A—3,500-3,500-100%$12.0K———
Jones Financial Companies Lllp
N/A—2,765-2,765-100%$9.0K———
Royal Bank of Canada
N/A—2,746-2,746-100%$9.0K———
Optiver Holding B.V.
N/A—1,868-1,868-100%$6.4K———
Rothschild Investment LLC
N/A—1,863-1,863-100%$6.4K———
Osaic Holdings, Inc.
N/A—1,582-1,582-100%$5.4K———
California State Teachers Retirement System
N/A—1,187-1,187-100%$4.1K———
Sankala Group LLC
N/A—828-828-100%$2.7K———
NewEdge Advisors, LLC
N/A—700-700-100%$2.4K———
UBS Asset Management Americas LLC
N/A—261-261-100%$893———
Basecamp Wealth Advisors LLC
N/A—141-141-100%$482———
JPL Wealth Management, LLC
N/A—66-66-100%$226———
Global Retirement Partners, LLC
N/A—19-19-100%$65———
Showing 188 of 188 institutions