Root Inc (ROOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares102,509 from 87,223

Change+15,286 (+18%)

Value$4.7M (-$153.0K)

Filed 2026-11-04

Citigroup Inc

DECREASED

Shares55,056 from 59,703

Change-4,647 (-8%)

Value$2.5M (-$800.0K)

Filed 2026-11-04

HB Wealth Management, LLC

INCREASED

Shares47,536 from 47,396

Change+140 (+0%)

Value$2.2M (-$458.5K)

Filed 2026-10-23

Bank of New York Mellon Corp

DECREASED

Shares39,007 from 39,090

Change-83 (0%)

Value$1.8M (-$387.3K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares7,940 from 5,254

Change+2,686 (+51%)

Value$366.1K (+$72.3K)

Filed 2026-11-02

Imc-Chicago, LLC

DECREASED

Shares7,701 from 29,441

Change-21,740 (-74%)

Value$355.1K (-$1.3M)

Filed 2026-11-05

State of Alaska, Department of Revenue

UNCHANGED

Shares7,045 from 7,045

Change0 (0%)

Value$323 (-$361.7K)

Filed 2026-10-15

State of Wyoming

NEW

Shares6,278

Change+6,278

Value$289.5K

Filed 2026-10-28

Truist Financial Corp

DECREASED

Shares5,674 from 7,177

Change-1,503 (-21%)

Value$261.6K (-$139.7K)

Filed 2026-10-30

Simplex Trading, LLC

NEW

Shares5,348

Change+5,348

Value$246.6K

Filed 2026-11-04

Y-Intercept (Hong Kong) Ltd

NEW

Shares5,057

Change+5,057

Value$233.2K

Filed 2026-10-16

SBI Securities Co., Ltd.

INCREASED

Shares2,950 from 2,926

Change+24 (+1%)

Value$136.0K (-$27.6K)

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares423 from 45

Change+378 (+840%)

Value$19.5K (+$17.0K)

Filed 2026-10-22

Summit Securities Group LLC

NEW

Shares346

Change+346

Value$16.0K

Filed 2026-11-05

Capital Advisors, Ltd. LLC

UNCHANGED

Shares308 from 308

Change0 (0%)

Value$14 (-$3)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares220 from 194

Change+26 (+13%)

Value$10.1K (-$704)

Filed 2026-10-08

Larson Financial Group LLC

UNCHANGED

Shares209 from 209

Change0 (0%)

Value$9.6K (-$2.1K)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares150 from 174

Change-24 (-14%)

Value$7 (-$2)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

DECREASED

Shares76 from 111

Change-35 (-32%)

Value$3.5K (-$2.7K)

Filed 2026-11-04

Farther Finance Advisors, LLC

DECREASED

Shares65 from 83

Change-18 (-22%)

Value$3.0K (-$1.6K)

Filed 2026-10-08

Parallel Advisors, LLC

DECREASED

Shares53 from 57

Change-4 (-7%)

Value$2.4K (-$743)

Filed 2026-11-03

Fulcrum Asset Management LLP

INCREASED

Shares52 from 22

Change+30 (+136%)

Value$2.4K (+$1.1K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

NEW

Shares48

Change+48

Value$2.2K

Filed 2026-10-20

CoreCap Advisors, LLC

DECREASED

Shares46 from 750

Change-704 (-94%)

Value$2.1K (-$39.8K)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

NEW

Shares45

Change+45

Value$2.1K

Filed 2026-10-29

Pathway Financial Advisers, LLC

NEW

Shares40

Change+40

Value$1.8K

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.8K (-$373)

Filed 2026-10-27

Signaturefd, LLC

UNCHANGED

Shares29 from 29

Change0 (0%)

Value$1.3K (-$285)

Filed 2026-10-23

Fortitude Family Office, LLC

NEW

Shares25

Change+25

Value$1.2K

Filed 2026-10-14

Parkside Financial Bank & Trust

INCREASED

Shares24 from 10

Change+14 (+140%)

Value$1.1K (+$547)

Filed 2026-10-27

Versant Capital Management, Inc

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$876 (-$186)

Filed 2026-10-02

Silver Grove Financial Group, Inc.

INCREASED

Shares17 from 10

Change+7 (+70%)

Value$784 (+$225)

Filed 2026-11-05

SJS Investment Consulting Inc.

DECREASED

Shares16 from 28

Change-12 (-43%)

Value$738 (-$828)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares14

Change+14

Value$646

Filed 2026-10-30

North Star Investment Management Corp.

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$507 (-$108)

Filed 2026-10-27

Ascentis Wealth Management, LLC

NEW

Shares9

Change+9

Value$414

Filed 2026-11-03

IFP Advisors, Inc

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$277 (-$59)

Filed 2026-10-16

US Bancorp \de\

DECREASED

Shares5 from 44

Change-39 (-89%)

Value$231 (-$2.2K)

Filed 2026-11-05

Essential Partners LLC

DECREASED

Shares4 from 5

Change-1 (-20%)

Value$184 (-$96)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares1

Change+1

Value$46

Filed 2026-10-21

Prosperitas Financial LLC

CLOSED

Shares0 from 27,411

Change-27,411 (-100%)

Value$0 (-$1.5M)

Filed 2026-10-28

Signature Equity Partners, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$28.0K)

Filed 2026-10-29

Bank of New Hampshire

CLOSED

Shares0 from 90

Change-90 (-100%)

Value$0 (-$5.0K)

Filed 2026-10-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 55

Change-55 (-100%)

Value$0 (-$3.3K)

Filed 2026-11-02

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$392)

Filed 2026-10-20

Vision Financial Markets LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$301)

Filed 2026-10-22

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$112)

Filed 2026-10-07

Ribbit Management Company, LLC

N/A

Shares— from 1,232,607

Change-1,232,607 (-100%)

Value—

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,220,908

Change-1,220,908 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,149,263

Change-1,149,263 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 528,317

Change-528,317 (-100%)

Value—

Findell Capital Management LLC

N/A

Shares— from 460,000

Change-460,000 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 345,379

Change-345,379 (-100%)

Value—

State Street Corp

N/A

Shares— from 290,772

Change-290,772 (-100%)

Value—

Galileo (PTC) Ltd

N/A

Shares— from 252,669

Change-252,669 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 245,281

Change-245,281 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 203,234

Change-203,234 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 171,176

Change-171,176 (-100%)

Value—

Tairen Capital Ltd

N/A

Shares— from 160,798

Change-160,798 (-100%)

Value—

Dragoneer Investment Group, LLC

N/A

Shares— from 154,320

Change-154,320 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 148,225

Change-148,225 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 144,306

Change-144,306 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 125,904

Change-125,904 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 120,334

Change-120,334 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 109,270

Change-109,270 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 106,983

Change-106,983 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 105,524

Change-105,524 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 97,201

Change-97,201 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 89,493

Change-89,493 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 87,818

Change-87,818 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 87,598

Change-87,598 (-100%)

Value—

UBS Group AG

N/A

Shares— from 82,826

Change-82,826 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 79,805

Change-79,805 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 77,533

Change-77,533 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 77,403

Change-77,403 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 69,702

Change-69,702 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 53,263

Change-53,263 (-100%)

Value—

Cannell Capital LLCA

N/A

Shares— from 52,331

Change-52,331 (-100%)

Value—

Barclays PLC

N/A

Shares— from 51,907

Change-51,907 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 48,537

Change-48,537 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 48,371

Change-48,371 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 43,696

Change-43,696 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 42,798

Change-42,798 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 40,494

Change-40,494 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 32,426

Change-32,426 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 31,084

Change-31,084 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 26,994

Change-26,994 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 25,933

Change-25,933 (-100%)

Value—

BloombergSen Inc.

N/A

Shares— from 25,566

Change-25,566 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 24,809

Change-24,809 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 24,077

Change-24,077 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 22,345

Change-22,345 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 22,100

Change-22,100 (-100%)

Value—

GMT Capital Corp

N/A

Shares— from 20,900

Change-20,900 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 20,732

Change-20,732 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 19,288

Change-19,288 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 16,128

Change-16,128 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 14,600

Change-14,600 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,338

Change-14,338 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 14,189

Change-14,189 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 13,354

Change-13,354 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 12,520

Change-12,520 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,298

Change-12,298 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 12,278

Change-12,278 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 11,844

Change-11,844 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 11,754

Change-11,754 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 11,633

Change-11,633 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 10,530

Change-10,530 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 9,853

Change-9,853 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,390

Change-9,390 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 8,883

Change-8,883 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 8,643

Change-8,643 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,166

Change-8,166 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 7,955

Change-7,955 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 7,950

Change-7,950 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 7,642

Change-7,642 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 7,539

Change-7,539 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 7,096

Change-7,096 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 7,031

Change-7,031 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 6,992

Change-6,992 (-100%)

Value—

Requisite Capital Management, LLC

N/A

Shares— from 6,844

Change-6,844 (-100%)

Value—

Kerrisdale Advisers, LLC

N/A

Shares— from 6,650

Change-6,650 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 6,130

Change-6,130 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,932

Change-5,932 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 5,700

Change-5,700 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 5,525

Change-5,525 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 5,525

Change-5,525 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,500

Change-5,500 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 5,255

Change-5,255 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 5,254

Change-5,254 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 5,150

Change-5,150 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 5,068

Change-5,068 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 4,757

Change-4,757 (-100%)

Value—

Norges Bank

N/A

Shares— from 4,577

Change-4,577 (-100%)

Value—

Boston Partners

N/A

Shares— from 4,418

Change-4,418 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 4,126

Change-4,126 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 4,122

Change-4,122 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 3,989

Change-3,989 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 3,924

Change-3,924 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 2,927

Change-2,927 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 2,166

Change-2,166 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 2,129

Change-2,129 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,901

Change-1,901 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,712

Change-1,712 (-100%)

Value—

Frazier Financial Advisors, LLC

N/A

Shares— from 1,517

Change-1,517 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,169

Change-1,169 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 936

Change-936 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 924

Change-924 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 500

Change-500 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 462

Change-462 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 360

Change-360 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 196

Change-196 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 179

Change-179 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 104

Change-104 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 89

Change-89 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 68

Change-68 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 47

Change-47 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 37

Change-37 (-100%)

Value—

Zions Bancorporation, National Association

N/A

Shares— from 36

Change-36 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 24

Change-24 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 21

Change-21 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 19

Change-19 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 6

Change-6 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	102,509	87,223	+15,286	+18%	$4.9M	$4.7M	-$153.0K	2026-11-04
Citigroup Inc	DECREASED	55,056	59,703	-4,647	-8%	$3.3M	$2.5M	-$800.0K	2026-11-04
HB Wealth Management, LLC	INCREASED	47,536	47,396	+140	+0%	$2.7M	$2.2M	-$458.5K	2026-10-23
Bank of New York Mellon Corp	DECREASED	39,007	39,090	-83	0%	$2.2M	$1.8M	-$387.3K	2026-11-05
Creative Planning	INCREASED	7,940	5,254	+2,686	+51%	$293.8K	$366.1K	+$72.3K	2026-11-02
Imc-Chicago, LLC	DECREASED	7,701	29,441	-21,740	-74%	$1.6M	$355.1K	-$1.3M	2026-11-05
State of Alaska, Department of Revenue	UNCHANGED	7,045	7,045	0	0%	$362.0K	$323	-$361.7K	2026-10-15
State of Wyoming	NEW	6,278	—	+6,278	—	—	$289.5K	—	2026-10-28
Truist Financial Corp	DECREASED	5,674	7,177	-1,503	-21%	$401.3K	$261.6K	-$139.7K	2026-10-30
Simplex Trading, LLC	NEW	5,348	—	+5,348	—	—	$246.6K	—	2026-11-04
Y-Intercept (Hong Kong) Ltd	NEW	5,057	—	+5,057	—	—	$233.2K	—	2026-10-16
SBI Securities Co., Ltd.	INCREASED	2,950	2,926	+24	+1%	$163.6K	$136.0K	-$27.6K	2026-10-22
Sterling Capital Management LLC	INCREASED	423	45	+378	+840%	$2.5K	$19.5K	+$17.0K	2026-10-22
Summit Securities Group LLC	NEW	346	—	+346	—	—	$16.0K	—	2026-11-05
Capital Advisors, Ltd. LLC	UNCHANGED	308	308	0	0%	$17	$14	-$3	2026-10-27
Gamma Investing LLC	INCREASED	220	194	+26	+13%	$10.8K	$10.1K	-$704	2026-10-08
Larson Financial Group LLC	UNCHANGED	209	209	0	0%	$11.7K	$9.6K	-$2.1K	2026-11-05
Covestor Ltd	DECREASED	150	174	-24	-14%	$9	$7	-$2	2026-10-30
EverSource Wealth Advisors, LLC	DECREASED	76	111	-35	-32%	$6.2K	$3.5K	-$2.7K	2026-11-04
Farther Finance Advisors, LLC	DECREASED	65	83	-18	-22%	$4.6K	$3.0K	-$1.6K	2026-10-08
Parallel Advisors, LLC	DECREASED	53	57	-4	-7%	$3.2K	$2.4K	-$743	2026-11-03
Fulcrum Asset Management LLP	INCREASED	52	22	+30	+136%	$1.3K	$2.4K	+$1.1K	2026-11-04
Nisa Investment Advisors, LLC	NEW	48	—	+48	—	—	$2.2K	—	2026-10-20
CoreCap Advisors, LLC	DECREASED	46	750	-704	-94%	$41.9K	$2.1K	-$39.8K	2026-10-08
Caitong International Asset Management Co., Ltd	NEW	45	—	+45	—	—	$2.1K	—	2026-10-29
Pathway Financial Advisers, LLC	NEW	40	—	+40	—	—	$1.8K	—	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	38	38	0	0%	$2.1K	$1.8K	-$373	2026-10-27
Signaturefd, LLC	UNCHANGED	29	29	0	0%	$1.6K	$1.3K	-$285	2026-10-23
Fortitude Family Office, LLC	NEW	25	—	+25	—	—	$1.2K	—	2026-10-14
Parkside Financial Bank & Trust	INCREASED	24	10	+14	+140%	$560	$1.1K	+$547	2026-10-27
Versant Capital Management, Inc	UNCHANGED	19	19	0	0%	$1.1K	$876	-$186	2026-10-02
Silver Grove Financial Group, Inc.	INCREASED	17	10	+7	+70%	$559	$784	+$225	2026-11-05
SJS Investment Consulting Inc.	DECREASED	16	28	-12	-43%	$1.6K	$738	-$828	2026-10-26
Provenance Wealth Advisors, LLC	NEW	14	—	+14	—	—	$646	—	2026-10-30
North Star Investment Management Corp.	UNCHANGED	11	11	0	0%	$615	$507	-$108	2026-10-27
Ascentis Wealth Management, LLC	NEW	9	—	+9	—	—	$414	—	2026-11-03
IFP Advisors, Inc	UNCHANGED	6	6	0	0%	$336	$277	-$59	2026-10-16
US Bancorp \de\	DECREASED	5	44	-39	-89%	$2.5K	$231	-$2.2K	2026-11-05
Essential Partners LLC	DECREASED	4	5	-1	-20%	$280	$184	-$96	2026-10-14
Root Financial Partners, LLC	NEW	1	—	+1	—	—	$46	—	2026-10-21
Prosperitas Financial LLC	CLOSED	0	27,411	-27,411	-100%	$1.5M	$0	-$1.5M	2026-10-28
Signature Equity Partners, LLC	CLOSED	0	500	-500	-100%	$28.0K	$0	-$28.0K	2026-10-29
Bank of New Hampshire	CLOSED	0	90	-90	-100%	$5.0K	$0	-$5.0K	2026-10-06
International Assets Investment Management, LLC	CLOSED	0	55	-55	-100%	$3.3K	$0	-$3.3K	2026-11-02
Physician Wealth Advisors, Inc.	CLOSED	0	7	-7	-100%	$392	$0	-$392	2026-10-20
Vision Financial Markets LLC	CLOSED	0	5	-5	-100%	$301	$0	-$301	2026-10-22
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2	-2	-100%	$112	$0	-$112	2026-10-07
Ribbit Management Company, LLC	N/A	—	1,232,607	-1,232,607	-100%	$68.9M	—	—	—
T. Rowe Price Investment Management, Inc.	N/A	—	1,220,908	-1,220,908	-100%	$68.3M	—	—	—
BlackRock, Inc.	N/A	—	1,149,263	-1,149,263	-100%	$64.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	528,317	-528,317	-100%	$29.5M	—	—	—
Findell Capital Management LLC	N/A	—	460,000	-460,000	-100%	$25.7M	—	—	—
Geode Capital Management, LLC	N/A	—	345,379	-345,379	-100%	$19.3M	—	—	—
State Street Corp	N/A	—	290,772	-290,772	-100%	$16.3M	—	—	—
Galileo (PTC) Ltd	N/A	—	252,669	-252,669	-100%	$14.1M	—	—	—
Renaissance Technologies LLC	N/A	—	245,281	-245,281	-100%	$13.7M	—	—	—
Boothbay Fund Management, LLC	N/A	—	203,234	-203,234	-100%	$11.4M	—	—	—
Quinn Opportunity Partners LLC	N/A	—	171,176	-171,176	-100%	$9.6M	—	—	—
Tairen Capital Ltd	N/A	—	160,798	-160,798	-100%	$9.0M	—	—	—
Dragoneer Investment Group, LLC	N/A	—	154,320	-154,320	-100%	$8.6M	—	—	—
Morgan Stanley	N/A	—	148,225	-148,225	-100%	$8.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	144,306	-144,306	-100%	$8.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	125,904	-125,904	-100%	$7.0M	—	—	—
Northern Trust Corp	N/A	—	120,334	-120,334	-100%	$6.7M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	109,270	-109,270	-100%	$6.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	106,983	-106,983	-100%	$6.0M	—	—	—
Bank of America Corp	N/A	—	105,524	-105,524	-100%	$5.9M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	97,201	-97,201	-100%	$5.4M	—	—	—
Jane Street Group, LLC	N/A	—	89,493	-89,493	-100%	$5.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	87,818	-87,818	-100%	$4.9M	—	—	—
Citadel Advisors LLC	N/A	—	87,598	-87,598	-100%	$4.9M	—	—	—
UBS Group AG	N/A	—	82,826	-82,826	-100%	$4.6M	—	—	—
Tudor Investment Corp ET AL	N/A	—	79,805	-79,805	-100%	$4.5M	—	—	—
Capital Research Global Investors	N/A	—	77,533	-77,533	-100%	$4.3M	—	—	—
Susquehanna International Group, LLP	N/A	—	77,403	-77,403	-100%	$4.3M	—	—	—
California State Teachers Retirement System	N/A	—	69,702	-69,702	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	53,263	-53,263	-100%	$3.0M	—	—	—
Cannell Capital LLCA	N/A	—	52,331	-52,331	-100%	$2.9M	—	—	—
Barclays PLC	N/A	—	51,907	-51,907	-100%	$2.9M	—	—	—
Jump Financial, LLC	N/A	—	48,537	-48,537	-100%	$2.7M	—	—	—
Marshall Wace, LLP	N/A	—	48,371	-48,371	-100%	$2.7M	—	—	—
Millennium Management LLC	N/A	—	43,696	-43,696	-100%	$2.4M	—	—	—
AQR Capital Management LLC	N/A	—	42,798	-42,798	-100%	$2.4M	—	—	—
JPMorgan Chase & Co	N/A	—	40,494	-40,494	-100%	$2.3M	—	—	—
Nuveen, LLC	N/A	—	32,426	-32,426	-100%	$1.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	31,084	-31,084	-100%	$1.7M	—	—	—
Diametric Capital, LP	N/A	—	26,994	-26,994	-100%	$1.5M	—	—	—
American Century Companies Inc	N/A	—	25,933	-25,933	-100%	$1.5M	—	—	—
BloombergSen Inc.	N/A	—	25,566	-25,566	-100%	$1.4M	—	—	—
Trexquant Investment LP	N/A	—	24,809	-24,809	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	24,077	-24,077	-100%	$1.3M	—	—	—
Voleon Capital Management LP	N/A	—	22,345	-22,345	-100%	$1.2M	—	—	—
Swiss National Bank	N/A	—	22,100	-22,100	-100%	$1.2M	—	—	—
GMT Capital Corp	N/A	—	20,900	-20,900	-100%	$1.2M	—	—	—
Federated Hermes, Inc.	N/A	—	20,732	-20,732	-100%	$1.2M	—	—	—
TD Asset Management Inc	N/A	—	19,288	-19,288	-100%	$1.1M	—	—	—
Rhumbline Advisers	N/A	—	16,128	-16,128	-100%	$901.9K	—	—	—
RBF Capital, LLC	N/A	—	14,600	-14,600	-100%	$816.4K	—	—	—
XTX Topco Ltd	N/A	—	14,338	-14,338	-100%	$801.8K	—	—	—
Deutsche Bank Ag\	N/A	—	14,189	-14,189	-100%	$793.4K	—	—	—
Walleye Trading LLC	N/A	—	13,354	-13,354	-100%	$746.8K	—	—	—
Alliancebernstein L.P.	N/A	—	12,520	-12,520	-100%	$553.0K	—	—	—
Wells Fargo & Company	N/A	—	12,298	-12,298	-100%	$687.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	12,278	-12,278	-100%	$686.6K	—	—	—
Walleye Capital LLC	N/A	—	11,844	-11,844	-100%	$662.3K	—	—	—
Quantinno Capital Management LP	N/A	—	11,754	-11,754	-100%	$657.3K	—	—	—
Vident Advisory, LLC	N/A	—	11,633	-11,633	-100%	$650.5K	—	—	—
Credit Agricole S A	N/A	—	11,000	-11,000	-100%	$615.1K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	10,530	-10,530	-100%	$588.8K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	9,853	-9,853	-100%	$551.0K	—	—	—
Legal & General Group Plc	N/A	—	9,390	-9,390	-100%	$525.1K	—	—	—
Invesco Ltd.	N/A	—	8,883	-8,883	-100%	$496.7K	—	—	—
State of Wisconsin Investment Board	N/A	—	8,643	-8,643	-100%	$483.3K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,166	-8,166	-100%	$456.6K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	7,955	-7,955	-100%	$444.8K	—	—	—
Algert Global LLC	N/A	—	7,950	-7,950	-100%	$444.6K	—	—	—
Balyasny Asset Management L.P.	N/A	—	7,642	-7,642	-100%	$427.3K	—	—	—
Point72 Asset Management, L.P.	N/A	—	7,539	-7,539	-100%	$421.6K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	7,096	-7,096	-100%	$397.0K	—	—	—
Prelude Capital Management, LLC	N/A	—	7,031	-7,031	-100%	$393.2K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	6,992	-6,992	-100%	$391.0K	—	—	—
Requisite Capital Management, LLC	N/A	—	6,844	-6,844	-100%	$382.7K	—	—	—
Kerrisdale Advisers, LLC	N/A	—	6,650	-6,650	-100%	$371.9K	—	—	—
LPL Financial LLC	N/A	—	6,130	-6,130	-100%	$342.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,932	-5,932	-100%	$331.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	5,700	-5,700	-100%	$318.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	5,525	-5,525	-100%	$309.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	5,525	-5,525	-100%	$309.0K	—	—	—
New York State Common Retirement Fund	N/A	—	5,500	-5,500	-100%	$307.6K	—	—	—
Mariner, LLC	N/A	—	5,255	-5,255	-100%	$293.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	5,254	-5,254	-100%	$292.6K	—	—	—
Freestone Grove Partners LP	N/A	—	5,150	-5,150	-100%	$288.0K	—	—	—
Jupiter Topco LLC	N/A	—	5,068	-5,068	-100%	$283.9K	—	—	—
Entropy Technologies, LP	N/A	—	4,800	-4,800	-100%	$268.4K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	4,757	-4,757	-100%	$266.0K	—	—	—
Norges Bank	N/A	—	4,577	-4,577	-100%	$255.9K	—	—	—
Boston Partners	N/A	—	4,418	-4,418	-100%	$247.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	4,126	-4,126	-100%	$230.7K	—	—	—
Engineers Gate Manager LP	N/A	—	4,122	-4,122	-100%	$230.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	3,989	-3,989	-100%	$223.1K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	3,924	-3,924	-100%	$219.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	3,600	-3,600	-100%	$201.3K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	2,927	-2,927	-100%	$163.7K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	2,166	-2,166	-100%	$121.1K	—	—	—
SG Americas Securities, LLC	N/A	—	2,129	-2,129	-100%	$119.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,901	-1,901	-100%	$106.3K	—	—	—
FMR LLC	N/A	—	1,712	-1,712	-100%	$95.7K	—	—	—
Frazier Financial Advisors, LLC	N/A	—	1,517	-1,517	-100%	$84.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,169	-1,169	-100%	$65.4K	—	—	—
Royal Bank of Canada	N/A	—	936	-936	-100%	$52.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	924	-924	-100%	$51.7K	—	—	—
Huntington National Bank	N/A	—	500	-500	-100%	$28.0K	—	—	—
Arax Advisory Partners	N/A	—	462	-462	-100%	$25.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	360	-360	-100%	$20.1K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	196	-196	-100%	$11.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	179	-179	-100%	$10.0K	—	—	—
Allworth Financial LP	N/A	—	104	-104	-100%	$5.8K	—	—	—
Nykredit A/S	N/A	—	89	-89	-100%	$5.0K	—	—	—
Abound Financial, LLC	N/A	—	68	-68	-100%	$3.8K	—	—	—
Rothschild Investment LLC	N/A	—	50	-50	-100%	$2.8K	—	—	—
Optiver Holding B.V.	N/A	—	47	-47	-100%	$2.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	37	-37	-100%	$2.1K	—	—	—
Zions Bancorporation, National Association	N/A	—	36	-36	-100%	$2.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	24	-24	-100%	$1.3K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	21	-21	-100%	$1.2K	—	—	—
Whittier Trust Co	N/A	—	19	-19	-100%	$1.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	11	-11	-100%	$615	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	6	-6	-100%	$336	—	—	—
Clearstead Advisors, LLC	N/A	—	3	-3	-100%	$168	—	—	—
Smartleaf Asset Management LLC	N/A	—	1	-1	-100%	$58	—	—	—

Showing 170 of 170 institutions