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Serve Robotics Inc (SERV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,962,848 from 1,755,095
Change+207,753 (+12%)
Value$9.1M (-$2.4M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares1,834,280 from 1,522,616
Change+311,664 (+20%)
Value$8.5M (-$1.5M)
Filed 2026-10-28
Themes Management Co LLC
INCREASED
Shares418,324 from 237,530
Change+180,794 (+76%)
Value$1.9M (+$382.3K)
Filed 2026-10-29
Daiwa Securities Group Inc.
INCREASED
Shares347,700 from 214,500
Change+133,200 (+62%)
Value$1.6M (+$205.4K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares252,978 from 233,084
Change+19,894 (+9%)
Value$1.2M (-$357.3K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares143,230 from 174,574
Change-31,344 (-18%)
Value$666.0K (-$482.7K)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares138,659 from 67,922
Change+70,737 (+104%)
Value$644.8K (+$197.8K)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares138,309 from 130,597
Change+7,712 (+6%)
Value$643.1K (-$216.2K)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares126,742 from 280,996
Change-154,254 (-55%)
Value$589.4K (-$1.3M)
Filed 2026-11-06
White Pine Capital LLC
DECREASED
Shares104,990 from 105,970
Change-980 (-1%)
Value$488.2K (-$209.1K)
Filed 2026-11-09
AlphaCentric Advisors LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$465.0K (-$193.0K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares73,751 from 20,385
Change+53,366 (+262%)
Value$342.9K (+$208.8K)
Filed 2026-11-02
Deutsche Bank Ag\
DECREASED
Shares61,529 from 71,196
Change-9,667 (-14%)
Value$286.1K (-$182.4K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares51,260 from 102,324
Change-51,064 (-50%)
Value$238.4K (-$434.9K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares44,340 from 44,412
Change-72 (0%)
Value$206 (-$291.8K)
Filed 2026-11-02
Integrity Alliance, Llc.
NEW
Shares35,267
Change+35,267
Value$164.0K
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares32,880 from 31,130
Change+1,750 (+6%)
Value$153 (-$204.8K)
Filed 2026-10-22
Gruss & Co., LLC
DECREASED
Shares30,600 from 35,600
Change-5,000 (-14%)
Value$142.3K (-$92.0K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares28,189 from 10,921
Change+17,268 (+158%)
Value$131.1K (+$59.2K)
Filed 2026-11-06
Wealthfront Advisers LLC
INCREASED
Shares28,137 from 15,472
Change+12,665 (+82%)
Value$130.8K (+$29.0K)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares27,309 from 28,360
Change-1,051 (-4%)
Value$127.0K (-$59.6K)
Filed 2026-11-06
Imc-Chicago, LLC
DECREASED
Shares26,010 from 251,782
Change-225,772 (-90%)
Value$120.9K (-$1.5M)
Filed 2026-11-05
International Assets Investment Management, LLC
INCREASED
Shares24,560 from 23,400
Change+1,160 (+5%)
Value$116.7K (-$36.1K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares22,001 from 19,607
Change+2,394 (+12%)
Value$102.3K (-$26.7K)
Filed 2026-10-22
Phoenix Financial Ltd.
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$79.3K (-$32.2K)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares16,808 from 24,093
Change-7,285 (-30%)
Value$78.2K (-$80.4K)
Filed 2026-11-09
Bank of Montreal
NEW
Shares16,134
Change+16,134
Value$75.0K
Filed 2026-11-09
United Advisor Group, LLC
NEW
Shares15,845
Change+15,845
Value$73.7K
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares15,792 from 17,287
Change-1,495 (-9%)
Value$73.4K (-$40.3K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares13,190 from 10,854
Change+2,336 (+22%)
Value$61.3K (-$10.1K)
Filed 2026-11-03
Vanguard Capital Wealth Advisors
DECREASED
Shares11,500 from 13,500
Change-2,000 (-15%)
Value$53.5K (-$35.4K)
Filed 2026-10-16
Anchyra Partners LLC
NEW
Shares10,624
Change+10,624
Value$49.4K
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares10,371 from 11,871
Change-1,500 (-13%)
Value$48.2K (-$29.9K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares6,022 from 3,942
Change+2,080 (+53%)
Value$39.6K (+$13.7K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares5,547 from 4,646
Change+901 (+19%)
Value$25.8K (-$4.8K)
Filed 2026-10-23
Nfsg Corp
DECREASED
Shares5,500 from 6,200
Change-700 (-11%)
Value$25.6K (-$15.2K)
Filed 2026-10-15
Versant Capital Management, Inc
NEW
Shares4,339
Change+4,339
Value$20.2K
Filed 2026-10-02
Harbour Investments, Inc.
INCREASED
Shares4,290 from 4,011
Change+279 (+7%)
Value$19.9K (-$6.4K)
Filed 2026-11-09
Birch Financial Group, LLC
NEW
Shares3,102
Change+3,102
Value$14.4K
Filed 2026-10-27
Bfsg, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$11.0K (-$4.6K)
Filed 2026-10-30
Farther Finance Advisors, LLC
INCREASED
Shares2,339 from 1,300
Change+1,039 (+80%)
Value$10.9K (+$2.4K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$9.8K (-$4.1K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares1,897
Change+1,897
Value$8.8K
Filed 2026-10-29
Sterling Capital Management LLC
INCREASED
Shares1,674 from 1,116
Change+558 (+50%)
Value$7.8K (+$441)
Filed 2026-10-22
Parkside Financial Bank & Trust
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$7.7K (-$3.2K)
Filed 2026-10-27
Summit Securities Group LLC
INCREASED
Shares1,636 from 615
Change+1,021 (+166%)
Value$7.6K (+$3.6K)
Filed 2026-11-05
Larson Financial Group LLC
NEW
Shares1,547
Change+1,547
Value$7.2K
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares1,410 from 1,910
Change-500 (-26%)
Value$6.6K (-$6.0K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares1,304 from 80
Change+1,224 (+1530%)
Value$6.1K (+$5.5K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares1,162 from 3,003
Change-1,841 (-61%)
Value$5.4K (-$14.4K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares1,094 from 611
Change+483 (+79%)
Value$5.1K (+$1.1K)
Filed 2026-10-08
Geneos Wealth Management Inc.
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$4.7K (-$2.0K)
Filed 2026-11-09
Clearstead Trust, LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$4.7K (-$1.9K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares1,000 from 1,500
Change-500 (-33%)
Value$4.7K (-$5.2K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares800 from 300
Change+500 (+167%)
Value$3.7K (+$1.7K)
Filed 2026-11-09
NBH Bank
NEW
Shares775
Change+775
Value$3.6K
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares517 from 591
Change-74 (-13%)
Value$2.4K (-$1.5K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares500 from 36
Change+464 (+1289%)
Value$2.3K (+$2.1K)
Filed 2026-11-06
Hurley Capital, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$1.5K (-$639)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares270
Change+270
Value$1.3K
Filed 2026-10-21
Aspect Partners, LLC
INCREASED
Shares269 from 248
Change+21 (+8%)
Value$1.3K (-$381)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares241 from 34
Change+207 (+609%)
Value$1.1K (+$898)
Filed 2026-10-26
CrossGen Wealth, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$967 (-$402)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares200
Change+200
Value$930
Filed 2026-10-09
Gen-Wealth Partners Inc
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$911 (-$379)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares187 from 78
Change+109 (+140%)
Value$870 (+$357)
Filed 2026-11-05
Tsfg, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares140 from 35,040
Change-34,900 (-100%)
Value$668 (-$227.9K)
Filed 2026-10-16
Acumen Wealth Advisors, LLC
INCREASED
Shares110 from 100
Change+10 (+10%)
Value$512 (-$146)
Filed 2026-11-05
City State Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$465 (-$193)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
NEW
Shares69
Change+69
Value$321
Filed 2026-10-05
Hoey Investments, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$224 (-$92)
Filed 2026-10-29
Covestor Ltd
INCREASED
Shares38 from 27
Change+11 (+41%)
Value$0 ($0)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares31
Change+31
Value$144
Filed 2026-11-03
Your Advocates Ltd., LLP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$47 (-$19)
Filed 2026-11-03
Dimensional Fund Advisors LP
CLOSED
Shares0 from 265,773
Change-265,773 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 137,005
Change-137,005 (-100%)
Value$0 (-$901.5K)
Filed 2026-11-04
Inspire Investing, LLC
CLOSED
Shares0 from 102,484
Change-102,484 (-100%)
Value$0 (-$674.3K)
Filed 2026-10-22
Squarepoint Ops LLC
CLOSED
Shares0 from 100,903
Change-100,903 (-100%)
Value$0 (-$663.9K)
Filed 2026-11-09
Capstone Capital Management Ltd
CLOSED
Shares0 from 65,076
Change-65,076 (-100%)
Value$0 (-$428.2K)
Filed 2026-10-21
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 26,190
Change-26,190 (-100%)
Value$0 (-$155.0K)
Filed 2026-10-13
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 23,750
Change-23,750 (-100%)
Value$0 (-$156.0K)
Filed 2026-11-09
Intech Investment Management LLC
CLOSED
Shares0 from 18,958
Change-18,958 (-100%)
Value$0 (-$124.7K)
Filed 2026-11-09
Oppenheimer & Co Inc
CLOSED
Shares0 from 17,783
Change-17,783 (-100%)
Value$0 (-$117.0K)
Filed 2026-10-26
Arizona State Retirement System
CLOSED
Shares0 from 16,708
Change-16,708 (-100%)
Value$0 (-$109.9K)
Filed 2026-11-03
Sage Capital Management, LLC
CLOSED
Shares0 from 12,485
Change-12,485 (-100%)
Value$0 (-$82.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 10,843
Change-10,843 (-100%)
Value$0 (-$71.3K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 10,287
Change-10,287 (-100%)
Value$0 (-$60.9K)
Filed 2026-10-13
Venture Visionary Partners LLC
CLOSED
Shares0 from 10,200
Change-10,200 (-100%)
Value$0 (-$67.1K)
Filed 2026-10-07
Archford Capital Strategies, LLC
CLOSED
Shares0 from 10,200
Change-10,200 (-100%)
Value$0 (-$67.1K)
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 6,861
Change-6,861 (-100%)
Value$0 (-$45.1K)
Filed 2026-10-29
N.E.W. Advisory Services LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$32.9K)
Filed 2026-11-09
FNY Investment Advisers, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$26)
Filed 2026-10-16
KBC Group NV
CLOSED
Shares0 from 2,711
Change-2,711 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-05
Barrett & Company, Inc.
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$1)
Filed 2026-11-04
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$822)
Filed 2026-10-16
Clearstead Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$20)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 6,040,854
Change-6,040,854 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,931,905
Change-2,931,905 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,456,658
Change-2,456,658 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,541,027
Change-1,541,027 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,371,454
Change-1,371,454 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,167,709
Change-1,167,709 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 857,318
Change-857,318 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 815,926
Change-815,926 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 788,465
Change-788,465 (-100%)
Value—
UBS Group AG
N/A
Shares— from 695,130
Change-695,130 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 614,892
Change-614,892 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 606,373
Change-606,373 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 504,252
Change-504,252 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 483,620
Change-483,620 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 423,146
Change-423,146 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 358,163
Change-358,163 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 272,448
Change-272,448 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 271,781
Change-271,781 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 266,693
Change-266,693 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 242,265
Change-242,265 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 177,644
Change-177,644 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 175,024
Change-175,024 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 162,225
Change-162,225 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 156,229
Change-156,229 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 145,137
Change-145,137 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 132,774
Change-132,774 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 126,804
Change-126,804 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 123,162
Change-123,162 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 122,539
Change-122,539 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 121,500
Change-121,500 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 114,835
Change-114,835 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 97,345
Change-97,345 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 84,291
Change-84,291 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 77,103
Change-77,103 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 77,009
Change-77,009 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 69,521
Change-69,521 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 61,690
Change-61,690 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 55,575
Change-55,575 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 43,057
Change-43,057 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 41,341
Change-41,341 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 40,818
Change-40,818 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 40,404
Change-40,404 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 38,735
Change-38,735 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 38,721
Change-38,721 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 38,362
Change-38,362 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 37,972
Change-37,972 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,037
Change-36,037 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,246
Change-34,246 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 32,465
Change-32,465 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 31,307
Change-31,307 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 28,400
Change-28,400 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,228
Change-27,228 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 26,425
Change-26,425 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,235
Change-25,235 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,993
Change-24,993 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 23,909
Change-23,909 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 23,116
Change-23,116 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 22,804
Change-22,804 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 22,720
Change-22,720 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 21,201
Change-21,201 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 19,671
Change-19,671 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 19,032
Change-19,032 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 18,391
Change-18,391 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,176
Change-18,176 (-100%)
Value—
Allstate Corp
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,388
Change-14,388 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,822
Change-13,822 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,008
Change-13,008 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,599
Change-11,599 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 975
Change-975 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Quarry LP
N/A
Shares— from 241
Change-241 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,962,8481,755,095+207,753+12%$11.6M$9.1M-$2.4M2026-11-06
Exchange Traded Concepts, LLC
INCREASED1,834,2801,522,616+311,664+20%$10.0M$8.5M-$1.5M2026-10-28
Themes Management Co LLC
INCREASED418,324237,530+180,794+76%$1.6M$1.9M+$382.3K2026-10-29
Daiwa Securities Group Inc.
INCREASED347,700214,500+133,200+62%$1.4M$1.6M+$205.4K2026-10-29
Bank of New York Mellon Corp
INCREASED252,978233,084+19,894+9%$1.5M$1.2M-$357.3K2026-11-05
Commonwealth Equity Services, LLC
DECREASED143,230174,574-31,344-18%$1.1M$666.0K-$482.7K2026-11-02
Vontobel Holding Ltd.
INCREASED138,65967,922+70,737+104%$446.9K$644.8K+$197.8K2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED138,309130,597+7,712+6%$859.3K$643.1K-$216.2K2026-11-05
LPL Financial LLC
DECREASED126,742280,996-154,254-55%$1.8M$589.4K-$1.3M2026-11-06
White Pine Capital LLC
DECREASED104,990105,970-980-1%$697.3K$488.2K-$209.1K2026-11-09
AlphaCentric Advisors LLC
UNCHANGED100,000100,00000%$658.0K$465.0K-$193.0K2026-11-03
Creative Planning
INCREASED73,75120,385+53,366+262%$134.1K$342.9K+$208.8K2026-11-02
Deutsche Bank Ag\
DECREASED61,52971,196-9,667-14%$468.5K$286.1K-$182.4K2026-11-06
Citigroup Inc
DECREASED51,260102,324-51,064-50%$673.3K$238.4K-$434.9K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED44,34044,412-720%$292.0K$206-$291.8K2026-11-02
Integrity Alliance, Llc.
NEW35,267—+35,267——$164.0K—2026-10-29
Wedbush Securities Inc
INCREASED32,88031,130+1,750+6%$205.0K$153-$204.8K2026-10-22
Gruss & Co., LLC
DECREASED30,60035,600-5,000-14%$234.2K$142.3K-$92.0K2026-11-02
Barclays PLC
INCREASED28,18910,921+17,268+158%$71.9K$131.1K+$59.2K2026-11-06
Wealthfront Advisers LLC
INCREASED28,13715,472+12,665+82%$101.8K$130.8K+$29.0K2026-11-09
Russell Investments Group, Ltd.
DECREASED27,30928,360-1,051-4%$186.6K$127.0K-$59.6K2026-11-06
Imc-Chicago, LLC
DECREASED26,010251,782-225,772-90%$1.7M$120.9K-$1.5M2026-11-05
International Assets Investment Management, LLC
INCREASED24,56023,400+1,160+5%$152.8K$116.7K-$36.1K2026-11-02
SBI Securities Co., Ltd.
INCREASED22,00119,607+2,394+12%$129.0K$102.3K-$26.7K2026-10-22
Phoenix Financial Ltd.
UNCHANGED17,00017,00000%$111.5K$79.3K-$32.2K2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED16,80824,093-7,285-30%$158.5K$78.2K-$80.4K2026-11-09
Bank of Montreal
NEW16,134—+16,134——$75.0K—2026-11-09
United Advisor Group, LLC
NEW15,845—+15,845——$73.7K—2026-11-03
Independent Financial Group, LLC
DECREASED15,79217,287-1,495-9%$113.7K$73.4K-$40.3K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED13,19010,854+2,336+22%$71.4K$61.3K-$10.1K2026-11-03
Vanguard Capital Wealth Advisors
DECREASED11,50013,500-2,000-15%$88.8K$53.5K-$35.4K2026-10-16
Anchyra Partners LLC
NEW10,624—+10,624——$49.4K—2026-10-13
Sigma Planning Corp
DECREASED10,37111,871-1,500-13%$78.1K$48.2K-$29.9K2026-10-23
Allworth Financial LP
INCREASED6,0223,942+2,080+53%$25.9K$39.6K+$13.7K2026-11-06
Signaturefd, LLC
INCREASED5,5474,646+901+19%$30.6K$25.8K-$4.8K2026-10-23
Nfsg Corp
DECREASED5,5006,200-700-11%$40.8K$25.6K-$15.2K2026-10-15
Versant Capital Management, Inc
NEW4,339—+4,339——$20.2K—2026-10-02
Harbour Investments, Inc.
INCREASED4,2904,011+279+7%$26.4K$19.9K-$6.4K2026-11-09
Birch Financial Group, LLC
NEW3,102—+3,102——$14.4K—2026-10-27
Bfsg, LLC
UNCHANGED2,3752,37500%$15.6K$11.0K-$4.6K2026-10-30
Farther Finance Advisors, LLC
INCREASED2,3391,300+1,039+80%$8.5K$10.9K+$2.4K2026-10-08
IFP Advisors, Inc
UNCHANGED2,1162,11600%$13.9K$9.8K-$4.1K2026-10-16
Next Level Wealth Planning, LLC
NEW1,897—+1,897——$8.8K—2026-10-29
Sterling Capital Management LLC
INCREASED1,6741,116+558+50%$7.3K$7.8K+$4412026-10-22
Parkside Financial Bank & Trust
UNCHANGED1,6601,66000%$10.9K$7.7K-$3.2K2026-10-27
Summit Securities Group LLC
INCREASED1,636615+1,021+166%$4.0K$7.6K+$3.6K2026-11-05
Larson Financial Group LLC
NEW1,547—+1,547——$7.2K—2026-11-05
Spire Wealth Management
DECREASED1,4101,910-500-26%$12.6K$6.6K-$6.0K2026-10-30
Parallel Advisors, LLC
INCREASED1,30480+1,224+1530%$526$6.1K+$5.5K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED1,1623,003-1,841-61%$19.8K$5.4K-$14.4K2026-11-04
Gamma Investing LLC
INCREASED1,094611+483+79%$4.0K$5.1K+$1.1K2026-10-08
Geneos Wealth Management Inc.
UNCHANGED1,0131,01300%$6.7K$4.7K-$2.0K2026-11-09
Clearstead Trust, LLC
UNCHANGED1,0071,00700%$6.6K$4.7K-$1.9K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED1,0001,500-500-33%$9.9K$4.7K-$5.2K2026-10-26
IFG Advisory, LLC
INCREASED800300+500+167%$2.0K$3.7K+$1.7K2026-11-09
NBH Bank
NEW775—+775——$3.6K—2026-11-05
Nisa Investment Advisors, LLC
DECREASED517591-74-13%$3.9K$2.4K-$1.5K2026-10-20
PNC Financial Services Group, Inc.
INCREASED50036+464+1289%$237$2.3K+$2.1K2026-11-06
Hurley Capital, LLC
UNCHANGED33133100%$2.2K$1.5K-$6392026-11-05
Root Financial Partners, LLC
NEW270—+270——$1.3K—2026-10-21
Aspect Partners, LLC
INCREASED269248+21+8%$1.6K$1.3K-$3812026-10-20
SJS Investment Consulting Inc.
INCREASED24134+207+609%$224$1.1K+$8982026-10-26
CrossGen Wealth, LLC
UNCHANGED20820800%$1.4K$967-$4022026-10-30
GK Wealth Management LLC
NEW200—+200——$930—2026-10-09
Gen-Wealth Partners Inc
UNCHANGED19619600%$1.3K$911-$3792026-11-04
Silver Grove Financial Group, Inc.
INCREASED18778+109+140%$513$870+$3572026-11-05
Tsfg, LLC
UNCHANGED17517500%$1$1$02026-10-23
TD Waterhouse Canada Inc.
DECREASED14035,040-34,900-100%$228.6K$668-$227.9K2026-10-16
Acumen Wealth Advisors, LLC
INCREASED110100+10+10%$658$512-$1462026-11-05
City State Bank
UNCHANGED10010000%$658$465-$1932026-10-20
MassMutual Private Wealth & Trust, FSB
NEW69—+69——$321—2026-10-05
Hoey Investments, Inc
UNCHANGED484800%$316$224-$922026-10-29
Covestor Ltd
INCREASED3827+11+41%$0$0$02026-10-30
Ascentis Wealth Management, LLC
NEW31—+31——$144—2026-11-03
Your Advocates Ltd., LLP
UNCHANGED101000%$66$47-$192026-11-03
Dimensional Fund Advisors LP
CLOSED0265,773-265,773-100%$1.7M$0-$1.7M2026-11-04
Simplex Trading, LLC
CLOSED0137,005-137,005-100%$901.5K$0-$901.5K2026-11-04
Inspire Investing, LLC
CLOSED0102,484-102,484-100%$674.3K$0-$674.3K2026-10-22
Squarepoint Ops LLC
CLOSED0100,903-100,903-100%$663.9K$0-$663.9K2026-11-09
Capstone Capital Management Ltd
CLOSED065,076-65,076-100%$428.2K$0-$428.2K2026-10-21
Harbour Capital Advisors, LLC
CLOSED026,190-26,190-100%$155.0K$0-$155.0K2026-10-13
Thoroughbred Financial Services, LLC
CLOSED023,750-23,750-100%$156.0K$0-$156.0K2026-11-09
Intech Investment Management LLC
CLOSED018,958-18,958-100%$124.7K$0-$124.7K2026-11-09
Oppenheimer & Co Inc
CLOSED017,783-17,783-100%$117.0K$0-$117.0K2026-10-26
Arizona State Retirement System
CLOSED016,708-16,708-100%$109.9K$0-$109.9K2026-11-03
Sage Capital Management, LLC
CLOSED012,485-12,485-100%$82.2K$0-$82.2K2026-10-20
Concurrent Investment Advisors, LLC
CLOSED010,843-10,843-100%$71.3K$0-$71.3K2026-10-16
Wealth Enhancement Advisory Services, LLC
CLOSED010,287-10,287-100%$60.9K$0-$60.9K2026-10-13
Venture Visionary Partners LLC
CLOSED010,200-10,200-100%$67.1K$0-$67.1K2026-10-07
Archford Capital Strategies, LLC
CLOSED010,200-10,200-100%$67.1K$0-$67.1K2026-10-19
Caitong International Asset Management Co., Ltd
CLOSED06,861-6,861-100%$45.1K$0-$45.1K2026-10-29
N.E.W. Advisory Services LLC
CLOSED05,000-5,000-100%$32.9K$0-$32.9K2026-11-09
FNY Investment Advisers, LLC
CLOSED04,000-4,000-100%$26$0-$262026-10-16
KBC Group NV
CLOSED02,711-2,711-100%$18.0K$0-$18.0K2026-10-22
Tradewinds Capital Management, LLC
CLOSED01,099-1,099-100%$7.2K$0-$7.2K2026-10-23
Belvedere Trading LLC
CLOSED0957-957-100%$6.3K$0-$6.3K2026-11-05
Barrett & Company, Inc.
CLOSED0310-310-100%$2.0K$0-$2.0K2026-10-22
Hazlett, Burt & Watson, Inc.
CLOSED0130-130-100%$1$0-$12026-11-04
Signature Resources Capital Management, LLC
CLOSED0125-125-100%$822$0-$8222026-10-16
Clearstead Advisors, LLC
CLOSED03-3-100%$20$0-$202026-11-06
BlackRock, Inc.
N/A—6,040,854-6,040,854-100%$39.7M———
Vanguard Capital Management LLC
N/A—2,931,905-2,931,905-100%$19.3M———
State Street Corp
N/A—2,456,658-2,456,658-100%$16.2M———
Susquehanna International Group, LLP
N/A—1,541,027-1,541,027-100%$10.1M———
Legal & General Group Plc
N/A—1,371,454-1,371,454-100%$8.4M———
First Trust Advisors LP
N/A—1,167,709-1,167,709-100%$7.7M———
Morgan Stanley
N/A—857,318-857,318-100%$5.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—815,926-815,926-100%$5.3M———
Captrust Financial Advisors
N/A—788,465-788,465-100%$5.2M———
UBS Group AG
N/A—695,130-695,130-100%$4.6M———
Nuveen, LLC
N/A—614,892-614,892-100%$4.0M———
Northern Trust Corp
N/A—606,373-606,373-100%$4.0M———
Charles Schwab Investment Management Inc
N/A—504,252-504,252-100%$3.3M———
Vanguard Portfolio Management LLC
N/A—483,620-483,620-100%$3.2M———
Vanguard Fiduciary Trust Co
N/A—423,146-423,146-100%$2.8M———
Citadel Advisors LLC
N/A—358,163-358,163-100%$2.4M———
Tudor Investment Corp ET AL
N/A—272,448-272,448-100%$1.8M———
Landscape Capital Management, L.L.C.
N/A—271,781-271,781-100%$1.8M———
ExodusPoint Capital Management, LP
N/A—266,693-266,693-100%$1.8M———
XTX Topco Ltd
N/A—242,265-242,265-100%$1.6M———
Group One Trading LLC
N/A—177,644-177,644-100%$1.2M———
Goldman Sachs Group Inc
N/A—175,024-175,024-100%$1.2M———
DnB Asset Management AS
N/A—162,225-162,225-100%$1.1M———
JPMorgan Chase & Co
N/A—156,229-156,229-100%$992.1K———
Bank of America Corp
N/A—145,137-145,137-100%$955.0K———
Millennium Management LLC
N/A—132,774-132,774-100%$873.7K———
Walleye Trading LLC
N/A—126,804-126,804-100%$834.4K———
Wells Fargo & Company
N/A—123,162-123,162-100%$810.4K———
Advisory Services Network, LLC
N/A—122,539-122,539-100%$806.3K———
Swiss National Bank
N/A—121,500-121,500-100%$799.5K———
UBS Asset Management Americas LLC
N/A—114,835-114,835-100%$755.6K———
National Bank of Canada
N/A—97,345-97,345-100%$640.5K———
Rhumbline Advisers
N/A—84,291-84,291-100%$554.6K———
Sphera Management Technology Funds Ltd
N/A—80,000-80,000-100%$526.4K———
California State Teachers Retirement System
N/A—77,103-77,103-100%$507.3K———
Price T Rowe Associates Inc
N/A—77,009-77,009-100%$507.0K———
PFG Investments, LLC
N/A—69,521-69,521-100%$457.4K———
Snowden Capital Advisors LLC
N/A—61,690-61,690-100%$405.9K———
American Century Companies Inc
N/A—55,575-55,575-100%$365.7K———
MetLife Investment Management, LLC
N/A—43,057-43,057-100%$283.3K———
Raymond James Financial Inc
N/A—41,341-41,341-100%$272.0K———
Jain Global LLC
N/A—40,818-40,818-100%$268.6K———
Laffer Tengler Investments, Inc.
N/A—40,404-40,404-100%$265.9K———
Bluespring Wealth Management, LLC
N/A—38,735-38,735-100%$254.9K———
Peak6 LLC
N/A—38,721-38,721-100%$254.8K———
Invesco Ltd.
N/A—38,362-38,362-100%$252.4K———
Vanguard Asset Management, Ltd
N/A—37,972-37,972-100%$249.9K———
Quantinno Capital Management LP
N/A—36,037-36,037-100%$237.1K———
Jones Financial Companies Lllp
N/A—34,246-34,246-100%$205.8K———
Alliancebernstein L.P.
N/A—34,100-34,100-100%$287.8K———
Engineers Gate Manager LP
N/A—32,465-32,465-100%$213.6K———
Sanctuary Advisors, LLC
N/A—31,307-31,307-100%$206.0K———
Jupiter Topco LLC
N/A—28,400-28,400-100%$187.0K———
Royal Bank of Canada
N/A—27,830-27,830-100%$183.0K———
Envestnet Asset Management Inc
N/A—27,228-27,228-100%$179.2K———
Next Capital Management LLC
N/A—26,425-26,425-100%$173.9K———
Summit Trail Advisors, LLC
N/A—25,235-25,235-100%$166.0K———
Osaic Holdings, Inc.
N/A—24,993-24,993-100%$164.4K———
Vanguard Global Advisers, LLC
N/A—23,909-23,909-100%$157.3K———
Atom Investors LP
N/A—23,116-23,116-100%$152.1K———
Purpose Unlimited Inc.
N/A—22,804-22,804-100%$152.7K———
SG Americas Securities, LLC
N/A—22,720-22,720-100%$149.0K———
Brevan Howard Capital Management LP
N/A—21,201-21,201-100%$139.5K———
Viawealth, LLC
N/A—20,000-20,000-100%$131.6K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—19,671-19,671-100%$129.4K———
Manufacturers Life Insurance Company, the
N/A—19,032-19,032-100%$125.2K———
Sculptor Capital LP
N/A—19,000-19,000-100%$125.0K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—18,391-18,391-100%$121.0K———
HighTower Advisors, LLC
N/A—18,176-18,176-100%$119.6K———
Allstate Corp
N/A—17,990-17,990-100%$118.4K———
New York State Common Retirement Fund
N/A—14,800-14,800-100%$97.4K———
Vanguard Investments Australia, Ltd.
N/A—14,565-14,565-100%$95.8K———
SEI Investments Co
N/A—14,388-14,388-100%$94.7K———
Voya Investment Management LLC
N/A—13,822-13,822-100%$90.9K———
Winton Group Ltd
N/A—13,500-13,500-100%$88.8K———
Tower Research Capital LLC (TRC)
N/A—13,008-13,008-100%$85.6K———
Mariner, LLC
N/A—12,268-12,268-100%$80.7K———
KLP Kapitalforvaltning AS
N/A—12,100-12,100-100%$79.6K———
Pallas Capital Advisors LLC
N/A—12,000-12,000-100%$79.0K———
EFG International AG
N/A—11,599-11,599-100%$76.3K———
Prudential Financial Inc
N/A—11,510-11,510-100%$75.7K———
Fora Capital, LLC
N/A—11,506-11,506-100%$75.8K———
Cetera Investment Advisers
N/A—11,335-11,335-100%$74.6K———
Global Retirement Partners, LLC
N/A—11,080-11,080-100%$72.9K———
BNP Paribas Financial Markets
N/A—10,979-10,979-100%$72.2K———
Independent Advisor Alliance
N/A—10,624-10,624-100%$69.9K———
Mercer Global Advisors Inc
N/A—10,052-10,052-100%$66.1K———
Ameritas Investment Partners, Inc.
N/A—6,511-6,511-100%$42.8K———
Bogart Wealth, LLC
N/A—5,200-5,200-100%$34.2K———
FMR LLC
N/A—4,929-4,929-100%$32.4K———
Arax Advisory Partners
N/A—4,143-4,143-100%$27.3K———
Rockefeller Capital Management L.P.
N/A—1,872-1,872-100%$12.3K———
Westfuller Advisors, LLC
N/A—1,421-1,421-100%$9.4K———
BNP Paribas Asset Management Holding S.A.
N/A—1,186-1,186-100%$7.8K———
Federation des caisses Desjardins du Quebec
N/A—975-975-100%$6.4K———
NewEdge Advisors, LLC
N/A—798-798-100%$5.3K———
Steward Partners Investment Advisory, LLC
N/A—500-500-100%$3.3K———
Marshall Investment Management, LLC
N/A—272-272-100%$1.8K———
Quarry LP
N/A—241-241-100%$1.6K———
LOS Angeles Capital Management LLC
N/A—233-233-100%$1.5K———
BFC Planning, Inc.
N/A—200-200-100%$1.3K———
Atlantic Union Bankshares Corp
N/A—200-200-100%$1.3K———
Harborfront Financial Group LLC
N/A—200-200-100%$1.3K———
Ameritas Advisory Services, LLC
N/A—100-100-100%$658———
Rialto Wealth Management, LLC
N/A—79-79-100%$520———
Continuum Advisory, LLC
N/A—23-23-100%$151———
Leo H. Evart, Inc.
N/A—20-20-100%$132———
Transamerica Financial Advisors, LLC
N/A—14-14-100%$92———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$66———
Showing 209 of 209 institutions