Selectquote Inc (SLQT)

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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Geode Capital Management, LLC

DECREASED

Shares1,682,445 from 1,746,671

Change-64,226 (-4%)

Value$681.7K (-$788.1K)

Filed 2026-11-06

TriaGen Wealth Management LLC

DECREASED

Shares1,035,000 from 1,055,500

Change-20,500 (-2%)

Value$419.2K (-$468.6K)

Filed 2026-10-14

Creative Planning

DECREASED

Shares594,119 from 742,044

Change-147,925 (-20%)

Value$240.6K (-$383.5K)

Filed 2026-11-02

Dimensional Fund Advisors LP

DECREASED

Shares520,236 from 702,327

Change-182,091 (-26%)

Value$211.1K (-$378.8K)

Filed 2026-11-04

Kavar Capital Partners Group, LLC

UNCHANGED

Shares391,312 from 391,312

Change0 (0%)

Value$158.5K (-$170.7K)

Filed 2026-11-06

Bryn Mawr Trust Advisors, LLC

UNCHANGED

Shares322,580 from 322,580

Change0 (0%)

Value$130.6K (-$140.7K)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares208,887 from 247,663

Change-38,776 (-16%)

Value$84.6K (-$123.7K)

Filed 2026-11-06

UMB Bank, n.a.

UNCHANGED

Shares200,000 from 200,000

Change0 (0%)

Value$81.0K (-$87.2K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares181,939 from 28,377

Change+153,562 (+541%)

Value$73.7K (+$49.8K)

Filed 2026-11-02

Fragasso Financial Advisors Inc

NEW

Shares150,000

Change+150,000

Value$53.7K

Filed 2026-10-13

SMH Capital Advisors Inc

DECREASED

Shares116,337 from 116,656

Change-319 (0%)

Value$47.1K (-$51.0K)

Filed 2026-10-29

LPL Financial LLC

UNCHANGED

Shares99,650 from 99,650

Change0 (0%)

Value$40.4K (-$43.5K)

Filed 2026-11-06

MacKenzie Financial Corp

INCREASED

Shares80,785 from 47,323

Change+33,462 (+71%)

Value$32.7K (-$7.1K)

Filed 2026-11-02

Verus Capital Partners, LLC

INCREASED

Shares47,500 from 40,200

Change+7,300 (+18%)

Value$19.2K (-$14.6K)

Filed 2026-11-03

Financial Partners Group, Inc

DECREASED

Shares43,859 from 45,159

Change-1,300 (-3%)

Value$17.8K (-$20.2K)

Filed 2026-10-19

Nations Financial Group Inc,

UNCHANGED

Shares33,500 from 33,500

Change0 (0%)

Value$13.6K (-$14.6K)

Filed 2026-11-05

Kornitzer Capital Management Inc

UNCHANGED

Shares29,000 from 29,000

Change0 (0%)

Value$11.7K (-$12.6K)

Filed 2026-11-03

GHP Investment Advisors, Inc.

UNCHANGED

Shares17,990 from 17,990

Change0 (0%)

Value$7.3K (-$7.8K)

Filed 2026-10-15

Bank of New York Mellon Corp

UNCHANGED

Shares13,527 from 13,527

Change0 (0%)

Value$5.5K (-$5.9K)

Filed 2026-11-05

Plan Group Financial, LLC

UNCHANGED

Shares11,359 from 11,359

Change0 (0%)

Value$3.5K (-$6.1K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares6,590 from 6,590

Change0 (0%)

Value$5.5K ($0)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares1,570 from 48,239

Change-46,669 (-97%)

Value$635 (-$39.9K)

Filed 2026-11-06

Atwood & Palmer Inc

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$608 (-$654)

Filed 2026-10-08

Lanark Financial, Inc.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$405 (-$436)

Filed 2026-10-26

Essential Partners LLC

DECREASED

Shares798 from 3,135

Change-2,337 (-75%)

Value$323 (-$2.3K)

Filed 2026-10-14

SBI Securities Co., Ltd.

INCREASED

Shares726 from 326

Change+400 (+123%)

Value$294 (+$20)

Filed 2026-10-22

Parallel Advisors, LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$243 (-$262)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

DECREASED

Shares568 from 4,446

Change-3,878 (-87%)

Value$230 (-$3.5K)

Filed 2026-11-04

True Wealth Design, LLC

DECREASED

Shares272 from 877

Change-605 (-69%)

Value$111 (-$627)

Filed 2026-10-13

Fortitude Family Office, LLC

DECREASED

Shares73 from 414

Change-341 (-82%)

Value$30 (-$318)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares63 from 524

Change-461 (-88%)

Value$26 (-$415)

Filed 2026-10-16

Farther Finance Advisors, LLC

DECREASED

Shares62 from 1,467

Change-1,405 (-96%)

Value$25 (-$1.2K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares1 from 22

Change-21 (-95%)

Value$0 (-$19)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 (-$1)

Filed 2026-10-29

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 47,856

Change-47,856 (-100%)

Value$0 (-$40.3K)

Filed 2026-10-16

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 43,799

Change-43,799 (-100%)

Value$0 (-$33.7K)

Filed 2026-10-13

Brighton Jones LLC

CLOSED

Shares0 from 22,872

Change-22,872 (-100%)

Value$0 (-$19.2K)

Filed 2026-11-03

Merit Financial Group, LLC

CLOSED

Shares0 from 18,151

Change-18,151 (-100%)

Value$0 (-$15.3K)

Filed 2026-11-06

Abel Hall, LLC

CLOSED

Shares0 from 16,258

Change-16,258 (-100%)

Value$0 (-$13.7K)

Filed 2026-10-19

Imc-Chicago, LLC

CLOSED

Shares0 from 15,472

Change-15,472 (-100%)

Value$0 (-$13.0K)

Filed 2026-11-05

State of Alaska, Department of Revenue

CLOSED

Shares0 from 7,272

Change-7,272 (-100%)

Value$0 (-$6)

Filed 2026-10-15

Avion Wealth

CLOSED

Shares0 from 1,512

Change-1,512 (-100%)

Value$0 (-$1)

Filed 2026-11-04

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 1,492

Change-1,492 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-06

North Star Investment Management Corp.

CLOSED

Shares0 from 763

Change-763 (-100%)

Value$0 (-$642)

Filed 2026-10-27

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 351

Change-351 (-100%)

Value$0 (-$295)

Filed 2026-10-07

Clearstead Advisors, LLC

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$203)

Filed 2026-11-06

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 105

Change-105 (-100%)

Value$0 (-$88)

Filed 2026-10-20

SJS Investment Consulting Inc.

CLOSED

Shares0 from 79

Change-79 (-100%)

Value$0 (-$67)

Filed 2026-10-26

Capital Advisors, Ltd. LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 ($0)

Filed 2026-10-27

Abrams Bison Investments, LLC

N/A

Shares— from 7,910,794

Change-7,910,794 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,553,063

Change-6,553,063 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 6,110,257

Change-6,110,257 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,468,729

Change-2,468,729 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 2,354,276

Change-2,354,276 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 2,182,553

Change-2,182,553 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 2,148,653

Change-2,148,653 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 2,132,688

Change-2,132,688 (-100%)

Value—

Diametric Capital, LP

N/A

Shares— from 1,969,167

Change-1,969,167 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,649,948

Change-1,649,948 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 1,335,569

Change-1,335,569 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 1,199,960

Change-1,199,960 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,176,775

Change-1,176,775 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 1,124,580

Change-1,124,580 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 1,006,148

Change-1,006,148 (-100%)

Value—

Truffle Hound Capital, LLC

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 937,604

Change-937,604 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 823,271

Change-823,271 (-100%)

Value—

FMR LLC

N/A

Shares— from 812,648

Change-812,648 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 803,155

Change-803,155 (-100%)

Value—

State Street Corp

N/A

Shares— from 708,917

Change-708,917 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 637,242

Change-637,242 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 572,732

Change-572,732 (-100%)

Value—

Occam Crest Management LP

N/A

Shares— from 550,000

Change-550,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 548,012

Change-548,012 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 519,699

Change-519,699 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 492,174

Change-492,174 (-100%)

Value—

GatePass Capital, LLC

N/A

Shares— from 481,400

Change-481,400 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 400,523

Change-400,523 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 391,568

Change-391,568 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 389,716

Change-389,716 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 351,456

Change-351,456 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 340,381

Change-340,381 (-100%)

Value—

Eversept Partners, LP

N/A

Shares— from 319,788

Change-319,788 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 291,568

Change-291,568 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 276,281

Change-276,281 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 257,344

Change-257,344 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 254,970

Change-254,970 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 252,490

Change-252,490 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 249,521

Change-249,521 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 240,167

Change-240,167 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 216,933

Change-216,933 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 212,033

Change-212,033 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 208,272

Change-208,272 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 173,563

Change-173,563 (-100%)

Value—

Catalyst Funds Management Pty Ltd

N/A

Shares— from 169,800

Change-169,800 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 152,774

Change-152,774 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 151,693

Change-151,693 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 146,509

Change-146,509 (-100%)

Value—

UBS Group AG

N/A

Shares— from 145,731

Change-145,731 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 141,861

Change-141,861 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 138,166

Change-138,166 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 132,923

Change-132,923 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 122,430

Change-122,430 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 97,583

Change-97,583 (-100%)

Value—

Ground Swell Capital, LLC

N/A

Shares— from 88,903

Change-88,903 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 79,625

Change-79,625 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 73,682

Change-73,682 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 70,256

Change-70,256 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 67,745

Change-67,745 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 67,429

Change-67,429 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 66,439

Change-66,439 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 63,324

Change-63,324 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 62,709

Change-62,709 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 62,237

Change-62,237 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 60,136

Change-60,136 (-100%)

Value—

Blair William & Co

N/A

Shares— from 56,908

Change-56,908 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 56,402

Change-56,402 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 49,545

Change-49,545 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 43,518

Change-43,518 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Hamilton Wealth, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 29,760

Change-29,760 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 28,480

Change-28,480 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 27,688

Change-27,688 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 20,605

Change-20,605 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 20,249

Change-20,249 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 17,930

Change-17,930 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 17,586

Change-17,586 (-100%)

Value—

First National Bank of Omaha

N/A

Shares— from 17,500

Change-17,500 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 17,056

Change-17,056 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 16,224

Change-16,224 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 15,867

Change-15,867 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,750

Change-15,750 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 14,770

Change-14,770 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 13,811

Change-13,811 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 13,490

Change-13,490 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 11,263

Change-11,263 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 10,853

Change-10,853 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 10,565

Change-10,565 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 10,213

Change-10,213 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 9,620

Change-9,620 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,043

Change-8,043 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 5,915

Change-5,915 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,741

Change-5,741 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 3,956

Change-3,956 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 958

Change-958 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 681

Change-681 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 312

Change-312 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 163

Change-163 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	1,682,445	1,746,671	-64,226	-4%	$1.5M	$681.7K	-$788.1K	2026-11-06
TriaGen Wealth Management LLC	DECREASED	1,035,000	1,055,500	-20,500	-2%	$887.8K	$419.2K	-$468.6K	2026-10-14
Creative Planning	DECREASED	594,119	742,044	-147,925	-20%	$624.1K	$240.6K	-$383.5K	2026-11-02
Dimensional Fund Advisors LP	DECREASED	520,236	702,327	-182,091	-26%	$589.9K	$211.1K	-$378.8K	2026-11-04
Kavar Capital Partners Group, LLC	UNCHANGED	391,312	391,312	0	0%	$329.1K	$158.5K	-$170.7K	2026-11-06
Bryn Mawr Trust Advisors, LLC	UNCHANGED	322,580	322,580	0	0%	$271.3K	$130.6K	-$140.7K	2026-11-04
Barclays PLC	DECREASED	208,887	247,663	-38,776	-16%	$208.3K	$84.6K	-$123.7K	2026-11-06
UMB Bank, n.a.	UNCHANGED	200,000	200,000	0	0%	$168.2K	$81.0K	-$87.2K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	181,939	28,377	+153,562	+541%	$23.9K	$73.7K	+$49.8K	2026-11-02
Fragasso Financial Advisors Inc	NEW	150,000	—	+150,000	—	—	$53.7K	—	2026-10-13
SMH Capital Advisors Inc	DECREASED	116,337	116,656	-319	0%	$98.1K	$47.1K	-$51.0K	2026-10-29
LPL Financial LLC	UNCHANGED	99,650	99,650	0	0%	$83.8K	$40.4K	-$43.5K	2026-11-06
MacKenzie Financial Corp	INCREASED	80,785	47,323	+33,462	+71%	$39.8K	$32.7K	-$7.1K	2026-11-02
Verus Capital Partners, LLC	INCREASED	47,500	40,200	+7,300	+18%	$33.8K	$19.2K	-$14.6K	2026-11-03
Financial Partners Group, Inc	DECREASED	43,859	45,159	-1,300	-3%	$38.0K	$17.8K	-$20.2K	2026-10-19
Nations Financial Group Inc,	UNCHANGED	33,500	33,500	0	0%	$28.2K	$13.6K	-$14.6K	2026-11-05
Kornitzer Capital Management Inc	UNCHANGED	29,000	29,000	0	0%	$24.4K	$11.7K	-$12.6K	2026-11-03
GHP Investment Advisors, Inc.	UNCHANGED	17,990	17,990	0	0%	$15.1K	$7.3K	-$7.8K	2026-10-15
Bank of New York Mellon Corp	UNCHANGED	13,527	13,527	0	0%	$11.4K	$5.5K	-$5.9K	2026-11-05
Plan Group Financial, LLC	UNCHANGED	11,359	11,359	0	0%	$9.6K	$3.5K	-$6.1K	2026-10-22
Allworth Financial LP	UNCHANGED	6,590	6,590	0	0%	$5.5K	$5.5K	$0	2026-11-06
Russell Investments Group, Ltd.	DECREASED	1,570	48,239	-46,669	-97%	$40.6K	$635	-$39.9K	2026-11-06
Atwood & Palmer Inc	UNCHANGED	1,500	1,500	0	0%	$1.3K	$608	-$654	2026-10-08
Lanark Financial, Inc.	UNCHANGED	1,000	1,000	0	0%	$841	$405	-$436	2026-10-26
Essential Partners LLC	DECREASED	798	3,135	-2,337	-75%	$2.6K	$323	-$2.3K	2026-10-14
SBI Securities Co., Ltd.	INCREASED	726	326	+400	+123%	$274	$294	+$20	2026-10-22
Parallel Advisors, LLC	UNCHANGED	600	600	0	0%	$505	$243	-$262	2026-11-03
EverSource Wealth Advisors, LLC	DECREASED	568	4,446	-3,878	-87%	$3.7K	$230	-$3.5K	2026-11-04
True Wealth Design, LLC	DECREASED	272	877	-605	-69%	$738	$111	-$627	2026-10-13
Fortitude Family Office, LLC	DECREASED	73	414	-341	-82%	$348	$30	-$318	2026-10-14
IFP Advisors, Inc	DECREASED	63	524	-461	-88%	$441	$26	-$415	2026-10-16
Farther Finance Advisors, LLC	DECREASED	62	1,467	-1,405	-96%	$1.2K	$25	-$1.2K	2026-10-08
Citigroup Inc	DECREASED	1	22	-21	-95%	$19	$0	-$19	2026-11-04
Caitong International Asset Management Co., Ltd	UNCHANGED	1	1	0	0%	$1	$0	-$1	2026-10-29
Y-Intercept (Hong Kong) Ltd	CLOSED	0	47,856	-47,856	-100%	$40.3K	$0	-$40.3K	2026-10-16
Wealth Enhancement Advisory Services, LLC	CLOSED	0	43,799	-43,799	-100%	$33.7K	$0	-$33.7K	2026-10-13
Brighton Jones LLC	CLOSED	0	22,872	-22,872	-100%	$19.2K	$0	-$19.2K	2026-11-03
Merit Financial Group, LLC	CLOSED	0	18,151	-18,151	-100%	$15.3K	$0	-$15.3K	2026-11-06
Abel Hall, LLC	CLOSED	0	16,258	-16,258	-100%	$13.7K	$0	-$13.7K	2026-10-19
Imc-Chicago, LLC	CLOSED	0	15,472	-15,472	-100%	$13.0K	$0	-$13.0K	2026-11-05
State of Alaska, Department of Revenue	CLOSED	0	7,272	-7,272	-100%	$6	$0	-$6	2026-10-15
Avion Wealth	CLOSED	0	1,512	-1,512	-100%	$1	$0	-$1	2026-11-04
PNC Financial Services Group, Inc.	CLOSED	0	1,492	-1,492	-100%	$1.3K	$0	-$1.3K	2026-11-06
North Star Investment Management Corp.	CLOSED	0	763	-763	-100%	$642	$0	-$642	2026-10-27
Wealth Enhancement Trust Services, Inc.	CLOSED	0	351	-351	-100%	$295	$0	-$295	2026-10-07
Clearstead Advisors, LLC	CLOSED	0	240	-240	-100%	$203	$0	-$203	2026-11-06
Nisa Investment Advisors, LLC	CLOSED	0	105	-105	-100%	$88	$0	-$88	2026-10-20
SJS Investment Consulting Inc.	CLOSED	0	79	-79	-100%	$67	$0	-$67	2026-10-26
Capital Advisors, Ltd. LLC	CLOSED	0	4	-4	-100%	$0	$0	$0	2026-10-27
Abrams Bison Investments, LLC	N/A	—	7,910,794	-7,910,794	-100%	$6.7M	—	—	—
Mariner, LLC	N/A	—	6,553,063	-6,553,063	-100%	$5.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	6,110,257	-6,110,257	-100%	$5.1M	—	—	—
AQR Capital Management LLC	N/A	—	2,468,729	-2,468,729	-100%	$2.1M	—	—	—
Captrust Financial Advisors	N/A	—	2,354,276	-2,354,276	-100%	$2.0M	—	—	—
BlackRock, Inc.	N/A	—	2,182,553	-2,182,553	-100%	$1.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	2,148,653	-2,148,653	-100%	$1.8M	—	—	—
Jane Street Group, LLC	N/A	—	2,132,688	-2,132,688	-100%	$1.8M	—	—	—
Diametric Capital, LP	N/A	—	1,969,167	-1,969,167	-100%	$1.7M	—	—	—
Millennium Management LLC	N/A	—	1,649,948	-1,649,948	-100%	$1.4M	—	—	—
GSA Capital Partners LLP	N/A	—	1,335,569	-1,335,569	-100%	$1.1M	—	—	—
Guggenheim Capital LLC	N/A	—	1,199,960	-1,199,960	-100%	$1.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,176,775	-1,176,775	-100%	$989.8K	—	—	—
Tudor Investment Corp ET AL	N/A	—	1,124,580	-1,124,580	-100%	$945.9K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	1,006,148	-1,006,148	-100%	$846.3K	—	—	—
Truffle Hound Capital, LLC	N/A	—	1,000,000	-1,000,000	-100%	$841.1K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	937,604	-937,604	-100%	$788.5K	—	—	—
Renaissance Technologies LLC	N/A	—	823,271	-823,271	-100%	$692.5K	—	—	—
FMR LLC	N/A	—	812,648	-812,648	-100%	$683.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	803,155	-803,155	-100%	$675.5K	—	—	—
State Street Corp	N/A	—	708,917	-708,917	-100%	$596.3K	—	—	—
Squarepoint Ops LLC	N/A	—	637,242	-637,242	-100%	$536.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	572,732	-572,732	-100%	$481.7K	—	—	—
Occam Crest Management LP	N/A	—	550,000	-550,000	-100%	$381.9K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	548,012	-548,012	-100%	$460.9K	—	—	—
XTX Topco Ltd	N/A	—	519,699	-519,699	-100%	$437.1K	—	—	—
Point72 Asset Management, L.P.	N/A	—	492,174	-492,174	-100%	$414.0K	—	—	—
GatePass Capital, LLC	N/A	—	481,400	-481,400	-100%	$404.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	400,523	-400,523	-100%	$336.9K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	391,568	-391,568	-100%	$329.3K	—	—	—
Bank of America Corp	N/A	—	389,716	-389,716	-100%	$327.8K	—	—	—
Morgan Stanley	N/A	—	351,456	-351,456	-100%	$295.6K	—	—	—
Northern Trust Corp	N/A	—	340,381	-340,381	-100%	$286.3K	—	—	—
Eversept Partners, LP	N/A	—	319,788	-319,788	-100%	$269.0K	—	—	—
Empowered Funds, LLC	N/A	—	291,568	-291,568	-100%	$245.2K	—	—	—
Marshall Wace, LLP	N/A	—	276,281	-276,281	-100%	$232.1K	—	—	—
Empower Advisory Group, LLC	N/A	—	257,344	-257,344	-100%	$216.5K	—	—	—
SG Americas Securities, LLC	N/A	—	254,970	-254,970	-100%	$214.0K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	252,490	-252,490	-100%	$212.4K	—	—	—
Acadian Asset Management LLC	N/A	—	249,521	-249,521	-100%	$208.0K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	240,167	-240,167	-100%	$202.0K	—	—	—
IEQ Capital, LLC	N/A	—	216,933	-216,933	-100%	$182.5K	—	—	—
Two Sigma Investments, LP	N/A	—	212,033	-212,033	-100%	$178.3K	—	—	—
JPMorgan Chase & Co	N/A	—	208,272	-208,272	-100%	$166.0K	—	—	—
Invesco Ltd.	N/A	—	173,563	-173,563	-100%	$146.0K	—	—	—
Catalyst Funds Management Pty Ltd	N/A	—	169,800	-169,800	-100%	$142.8K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	152,774	-152,774	-100%	$128.5K	—	—	—
Citadel Advisors LLC	N/A	—	151,693	-151,693	-100%	$127.6K	—	—	—
Prelude Capital Management, LLC	N/A	—	146,509	-146,509	-100%	$123.2K	—	—	—
UBS Group AG	N/A	—	145,731	-145,731	-100%	$122.6K	—	—	—
Graham Capital Management, L.P.	N/A	—	141,861	-141,861	-100%	$119.3K	—	—	—
Wells Fargo & Company	N/A	—	138,166	-138,166	-100%	$116.2K	—	—	—
Lazard Asset Management LLC	N/A	—	132,923	-132,923	-100%	$111.8K	—	—	—
HSBC Holdings PLC	N/A	—	122,430	-122,430	-100%	$101.6K	—	—	—
Bank of Montreal	N/A	—	100,000	-100,000	-100%	$84.1K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	97,583	-97,583	-100%	$82.1K	—	—	—
Ground Swell Capital, LLC	N/A	—	88,903	-88,903	-100%	$74.8K	—	—	—
Summit Financial, LLC	N/A	—	79,625	-79,625	-100%	$67.0K	—	—	—
Cerity Partners LLC	N/A	—	73,682	-73,682	-100%	$62.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	70,256	-70,256	-100%	$59.1K	—	—	—
Rhumbline Advisers	N/A	—	67,745	-67,745	-100%	$57.0K	—	—	—
Persistent Asset Partners Ltd	N/A	—	67,429	-67,429	-100%	$56.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	66,439	-66,439	-100%	$55.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	63,324	-63,324	-100%	$53.3K	—	—	—
CreativeOne Wealth, LLC	N/A	—	62,709	-62,709	-100%	$52.7K	—	—	—
HRT Financial LP	N/A	—	62,237	-62,237	-100%	$52.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	60,136	-60,136	-100%	$50.6K	—	—	—
Blair William & Co	N/A	—	56,908	-56,908	-100%	$47.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	56,402	-56,402	-100%	$47.4K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	49,545	-49,545	-100%	$41.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	43,518	-43,518	-100%	$36.6K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	40,000	-40,000	-100%	$33.6K	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	35,000	-35,000	-100%	$29.4K	—	—	—
Hamilton Wealth, LLC	N/A	—	30,000	-30,000	-100%	$25.2K	—	—	—
PFG Investments, LLC	N/A	—	29,760	-29,760	-100%	$25.0K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	28,480	-28,480	-100%	$24.0K	—	—	—
Arax Advisory Partners	N/A	—	27,688	-27,688	-100%	$23.3K	—	—	—
Raymond James Financial Inc	N/A	—	26,000	-26,000	-100%	$21.9K	—	—	—
IHT Wealth Management, LLC	N/A	—	20,605	-20,605	-100%	$17.3K	—	—	—
Focus Partners Wealth	N/A	—	20,249	-20,249	-100%	$17.0K	—	—	—
Balyasny Asset Management L.P.	N/A	—	17,930	-17,930	-100%	$15.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	17,586	-17,586	-100%	$14.8K	—	—	—
First National Bank of Omaha	N/A	—	17,500	-17,500	-100%	$14.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	17,056	-17,056	-100%	$14.3K	—	—	—
Ameriprise Financial Inc	N/A	—	16,224	-16,224	-100%	$13.6K	—	—	—
Victory Capital Management Inc	N/A	—	15,867	-15,867	-100%	$13.3K	—	—	—
Franklin Resources Inc	N/A	—	15,750	-15,750	-100%	$13.2K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	14,770	-14,770	-100%	$12.4K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	13,811	-13,811	-100%	$11.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	13,490	-13,490	-100%	$11.3K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	12,100	-12,100	-100%	$10.2K	—	—	—
JMN Financial LLC	N/A	—	11,263	-11,263	-100%	$9.5K	—	—	—
Meeder Asset Management Inc	N/A	—	10,853	-10,853	-100%	$9.1K	—	—	—
MAI Capital Management	N/A	—	10,565	-10,565	-100%	$8.9K	—	—	—
Callan Family Office, LLC	N/A	—	10,213	-10,213	-100%	$8.6K	—	—	—
Group One Trading LLC	N/A	—	9,620	-9,620	-100%	$8.1K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,043	-8,043	-100%	$6.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	5,915	-5,915	-100%	$5.0K	—	—	—
Royal Bank of Canada	N/A	—	5,741	-5,741	-100%	$5.0K	—	—	—
Optiver Holding B.V.	N/A	—	3,956	-3,956	-100%	$3.3K	—	—	—
Rothschild Investment LLC	N/A	—	1,546	-1,546	-100%	$1.3K	—	—	—
Walleye Trading LLC	N/A	—	958	-958	-100%	$806	—	—	—
Jones Financial Companies Lllp	N/A	—	681	-681	-100%	$560	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	312	-312	-100%	$262	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	163	-163	-100%	$137	—	—	—
JPL Wealth Management, LLC	N/A	—	23	-23	-100%	$20	—	—	—

Showing 155 of 155 institutions