Shore Bancshares Inc (SHBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,833,318 from 1,774,718

Change+58,600 (+3%)

Value$41.0M (+$318.0K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares889,183 from 816,475

Change+72,708 (+9%)

Value$19.9M (+$1.2M)

Filed 2026-11-06

Acadian Asset Management LLC

INCREASED

Shares286,259 from 153,584

Change+132,675 (+86%)

Value$6.4K (-$3.5M)

Filed 2026-11-09

Bank of New York Mellon Corp

DECREASED

Shares218,109 from 218,612

Change-503 (0%)

Value$4.9M (-$133.7K)

Filed 2026-11-05

Creative Planning

INCREASED

Shares211,034 from 195,323

Change+15,711 (+8%)

Value$4.7M (+$242.4K)

Filed 2026-11-02

LSV Asset Management

DECREASED

Shares203,050 from 204,977

Change-1,927 (-1%)

Value$4.5K (-$4.7M)

Filed 2026-11-06

Knights of Columbus Asset Advisors LLC

INCREASED

Shares132,228 from 131,607

Change+621 (+0%)

Value$3.0M (-$59.8K)

Filed 2026-11-05

Corbyn Investment Management Inc

DECREASED

Shares111,700 from 112,560

Change-860 (-1%)

Value$2.5M (-$82.3K)

Filed 2026-10-30

Fisher Asset Management, LLC

DECREASED

Shares87,543 from 97,659

Change-10,116 (-10%)

Value$2.0M (-$281.2K)

Filed 2026-11-06

Principal Financial Group Inc

INCREASED

Shares83,767 from 47,590

Change+36,177 (+76%)

Value$1.9M (+$783.4K)

Filed 2026-11-02

Salzhauer Michael

DECREASED

Shares72,157 from 72,357

Change-200 (0%)

Value$1.6M (-$45.0K)

Filed 2026-10-28

Jackson Creek Investment Advisors LLC

DECREASED

Shares64,320 from 65,208

Change-888 (-1%)

Value$1.4K (-$158)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares63,823 from 68,229

Change-4,406 (-6%)

Value$1.4M (-$136.9K)

Filed 2026-11-06

Tred Avon Family Wealth, LLC

DECREASED

Shares61,816 from 62,243

Change-427 (-1%)

Value$1.4M (-$45.2K)

Filed 2026-10-20

LPL Financial LLC

INCREASED

Shares58,876 from 51,882

Change+6,994 (+13%)

Value$1.3M (+$127.5K)

Filed 2026-11-06

Y-Intercept (Hong Kong) Ltd

NEW

Shares50,288

Change+50,288

Value$1.1M

Filed 2026-10-16

Hoxton Planning & Management, LLC

DECREASED

Shares49,824 from 66,634

Change-16,810 (-25%)

Value$1.1M (-$413.7K)

Filed 2026-10-15

Squarepoint Ops LLC

INCREASED

Shares35,559 from 27,571

Change+7,988 (+29%)

Value$796.2K (+$163.4K)

Filed 2026-11-09

Strs Ohio

INCREASED

Shares28,900 from 20,600

Change+8,300 (+40%)

Value$647.1K (+$174.3K)

Filed 2026-10-30

Russell Investments Group, Ltd.

UNCHANGED

Shares27,875 from 27,875

Change0 (0%)

Value$624.1K (-$15.6K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares26,791 from 30,605

Change-3,814 (-12%)

Value$599.9K (-$102.5K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares21,172 from 31,060

Change-9,888 (-32%)

Value$474.0K (-$238.8K)

Filed 2026-11-04

Diversify Wealth Management, LLC

INCREASED

Shares21,020 from 20,910

Change+110 (+1%)

Value$473.8K (-$26.0K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares21,020 from 20,910

Change+110 (+1%)

Value$473.8K (-$26.0K)

Filed 2026-10-20

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares17,303 from 13,237

Change+4,066 (+31%)

Value$390.7K (+$91.0K)

Filed 2026-10-13

Anchyra Partners LLC

DECREASED

Shares15,588 from 16,311

Change-723 (-4%)

Value$349.0K (-$25.3K)

Filed 2026-10-13

Sterling Capital Management LLC

DECREASED

Shares14,699 from 14,721

Change-22 (0%)

Value$329.1K (-$8.7K)

Filed 2026-10-22

Smithbridge Asset Management Inc

UNCHANGED

Shares14,025 from 14,025

Change0 (0%)

Value$314.0K (-$7.9K)

Filed 2026-10-19

Commonwealth Financial Services, LLC

UNCHANGED

Shares13,834 from 13,834

Change0 (0%)

Value$309.7K (-$7.7K)

Filed 2026-10-20

Integrated Advisors Network LLC

INCREASED

Shares12,917 from 12,772

Change+145 (+1%)

Value$289.2K (-$3.9K)

Filed 2026-10-20

Aire Advisors, LLC

UNCHANGED

Shares12,339 from 12,339

Change0 (0%)

Value$276.3K (-$6.9K)

Filed 2026-10-22

Savant Capital, LLC

NEW

Shares9,910

Change+9,910

Value$221.9K

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares9,775 from 6,116

Change+3,659 (+60%)

Value$218.9K (+$78.5K)

Filed 2026-10-16

Barlow Wealth Partners, LLC

INCREASED

Shares9,754 from 9,696

Change+58 (+1%)

Value$220.9K (+$5.5K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

INCREASED

Shares9,677 from 8,535

Change+1,142 (+13%)

Value$216.7K (+$20.8K)

Filed 2026-11-06

Valmark Advisers, Inc.

UNCHANGED

Shares9,301 from 9,301

Change0 (0%)

Value$208.2K (-$5.2K)

Filed 2026-11-06

Park Capital Management, LLC / WI

UNCHANGED

Shares9,248 from 9,248

Change0 (0%)

Value$207.1K (-$5.2K)

Filed 2026-10-13

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares8,621 from 8,621

Change0 (0%)

Value$193.0K (-$4.8K)

Filed 2026-11-09

Parallel Advisors, LLC

DECREASED

Shares5,067 from 5,253

Change-186 (-4%)

Value$113.5K (-$7.1K)

Filed 2026-11-03

State of Alaska, Department of Revenue

UNCHANGED

Shares4,138 from 4,138

Change0 (0%)

Value$92 (-$63.9K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares3,848 from 4,127

Change-279 (-7%)

Value$86.2K (-$8.6K)

Filed 2026-10-08

Gamma Investing LLC

INCREASED

Shares3,309 from 2,944

Change+365 (+12%)

Value$74.1K (+$6.5K)

Filed 2026-10-08

Geneos Wealth Management Inc.

UNCHANGED

Shares2,727 from 2,727

Change0 (0%)

Value$61.1K (-$1.5K)

Filed 2026-11-09

Allworth Financial LP

INCREASED

Shares1,934 from 1,769

Change+165 (+9%)

Value$44.4K (+$3.8K)

Filed 2026-11-06

Financial Consulate, Inc

UNCHANGED

Shares1,530 from 1,530

Change0 (0%)

Value$34.3K (-$857)

Filed 2026-10-23

Harbor Investment Advisory, LLC

NEW

Shares1,249

Change+1,249

Value$28.0K

Filed 2026-10-13

EverSource Wealth Advisors, LLC

INCREASED

Shares1,241 from 1,230

Change+11 (+1%)

Value$27.8K (-$442)

Filed 2026-11-04

Bay Harbor Wealth Management, LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$22.4K (-$560)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares632 from 564

Change+68 (+12%)

Value$14.2K (+$1.2K)

Filed 2026-11-05

Fortitude Family Office, LLC

NEW

Shares550

Change+550

Value$12.3K

Filed 2026-10-14

Nisa Investment Advisors, LLC

UNCHANGED

Shares526 from 526

Change0 (0%)

Value$11.8K (-$295)

Filed 2026-10-20

Signaturefd, LLC

INCREASED

Shares473 from 390

Change+83 (+21%)

Value$10.6K (+$1.6K)

Filed 2026-10-23

Versant Capital Management, Inc

UNCHANGED

Shares466 from 466

Change0 (0%)

Value$10.4K (-$261)

Filed 2026-10-02

Simplex Trading, LLC

INCREASED

Shares463 from 440

Change+23 (+5%)

Value$10.4K (+$268)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares450 from 450

Change0 (0%)

Value$10.1K (-$252)

Filed 2026-10-14

Toth Financial Advisory Corp

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$6.7K (-$168)

Filed 2026-10-08

Evolution Wealth Management Inc.

NEW

Shares228

Change+228

Value$5.1K

Filed 2026-10-28

State of Wyoming

NEW

Shares206

Change+206

Value$4.6K

Filed 2026-10-28

Zions Bancorporation, National Association

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$3.8K (-$96)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares151 from 6

Change+145 (+2417%)

Value$3.4K (+$3.2K)

Filed 2026-10-26

Picton Mahoney Asset Management

DECREASED

Shares102 from 103

Change-1 (-1%)

Value$2.3K (-$80)

Filed 2026-11-09

Parkside Financial Bank & Trust

INCREASED

Shares90 from 70

Change+20 (+29%)

Value$2.0K (+$407)

Filed 2026-10-27

Physician Wealth Advisors, Inc.

INCREASED

Shares82 from 20

Change+62 (+310%)

Value$1.8K (+$1.4K)

Filed 2026-10-20

Assetmark, Inc

INCREASED

Shares81 from 76

Change+5 (+7%)

Value$1.8K (+$70)

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$1.3K (-$32)

Filed 2026-10-05

True Wealth Design, LLC

UNCHANGED

Shares56 from 56

Change0 (0%)

Value$1.3K (-$32)

Filed 2026-10-13

Silver Grove Financial Group, Inc.

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$694 (-$17)

Filed 2026-11-05

Provenance Wealth Advisors, LLC

NEW

Shares30

Change+30

Value$672

Filed 2026-10-30

Pinnacle Wealth Planning Services, Inc.

NEW

Shares27

Change+27

Value$605

Filed 2026-10-27

Capital Advisors, Ltd. LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1 ($0)

Filed 2026-10-27

TD Private Client Wealth LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$224 (-$6)

Filed 2026-10-28

CoreCap Advisors, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$179 (-$5)

Filed 2026-10-08

Covestor Ltd

DECREASED

Shares5 from 16

Change-11 (-69%)

Value$0 ($0)

Filed 2026-10-30

Alps Advisors Inc

CLOSED

Shares0 from 28,215

Change-28,215 (-100%)

Value$0 (-$647.5K)

Filed 2026-11-03

Chapin Davis, Inc.

CLOSED

Shares0 from 9,775

Change-9,775 (-100%)

Value$0 (-$224.3K)

Filed 2026-10-09

Elco Management Co., LLC

CLOSED

Shares0 from 9,715

Change-9,715 (-100%)

Value$0 (-$223.0K)

Filed 2026-10-14

Founders Capital Management

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$23.0K)

Filed 2026-10-13

Heritage Wealth Advisors

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$23.0K)

Filed 2026-11-09

LifeSteps Financial, Inc.

CLOSED

Shares0 from 459

Change-459 (-100%)

Value$0 (-$10.5K)

Filed 2026-10-15

Stone House Investment Management, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$230)

Filed 2026-10-23

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$69)

Filed 2026-10-29

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$46)

Filed 2026-10-07

Clearstead Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$46)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 3,215,010

Change-3,215,010 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,345,267

Change-1,345,267 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,095,951

Change-1,095,951 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,029,202

Change-1,029,202 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 885,021

Change-885,021 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 768,354

Change-768,354 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 745,516

Change-745,516 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 523,562

Change-523,562 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 486,930

Change-486,930 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 483,359

Change-483,359 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 481,073

Change-481,073 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 476,221

Change-476,221 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 337,669

Change-337,669 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 336,589

Change-336,589 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 316,028

Change-316,028 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 299,794

Change-299,794 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 299,231

Change-299,231 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 279,515

Change-279,515 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 278,686

Change-278,686 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 269,655

Change-269,655 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 251,670

Change-251,670 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 218,636

Change-218,636 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 213,022

Change-213,022 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 209,893

Change-209,893 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 203,275

Change-203,275 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 184,514

Change-184,514 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 183,176

Change-183,176 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 153,342

Change-153,342 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 147,487

Change-147,487 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 144,715

Change-144,715 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 136,840

Change-136,840 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 136,243

Change-136,243 (-100%)

Value—

HoldCo Asset Management, LPA

N/A

Shares— from 136,114

Change-136,114 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 126,198

Change-126,198 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 114,034

Change-114,034 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 100,420

Change-100,420 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 99,713

Change-99,713 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 99,317

Change-99,317 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 97,290

Change-97,290 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 93,187

Change-93,187 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 90,416

Change-90,416 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 79,203

Change-79,203 (-100%)

Value—

UBS Group AG

N/A

Shares— from 74,715

Change-74,715 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 64,713

Change-64,713 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 55,940

Change-55,940 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 55,403

Change-55,403 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 50,854

Change-50,854 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 50,679

Change-50,679 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 44,189

Change-44,189 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 43,331

Change-43,331 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 40,046

Change-40,046 (-100%)

Value—

FMR LLC

N/A

Shares— from 31,506

Change-31,506 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 28,868

Change-28,868 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 28,863

Change-28,863 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 25,603

Change-25,603 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 24,963

Change-24,963 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,755

Change-19,755 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 19,672

Change-19,672 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 19,480

Change-19,480 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 19,444

Change-19,444 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,147

Change-19,147 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 18,994

Change-18,994 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 18,868

Change-18,868 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 18,823

Change-18,823 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 18,720

Change-18,720 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 18,196

Change-18,196 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 17,687

Change-17,687 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 16,167

Change-16,167 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 16,114

Change-16,114 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 15,724

Change-15,724 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,240

Change-15,240 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 14,766

Change-14,766 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 14,447

Change-14,447 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,591

Change-13,591 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 12,725

Change-12,725 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 12,615

Change-12,615 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 12,203

Change-12,203 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 11,995

Change-11,995 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 11,247

Change-11,247 (-100%)

Value—

DF Dent & Co Inc

N/A

Shares— from 10,400

Change-10,400 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 9,778

Change-9,778 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 9,479

Change-9,479 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 9,300

Change-9,300 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,234

Change-9,234 (-100%)

Value—

FourThought Financial Partners, LLC

N/A

Shares— from 9,044

Change-9,044 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 8,444

Change-8,444 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 5,164

Change-5,164 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 3,048

Change-3,048 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,864

Change-2,864 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,605

Change-2,605 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,431

Change-2,431 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,295

Change-1,295 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 443

Change-443 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 432

Change-432 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 370

Change-370 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 341

Change-341 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 207

Change-207 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 193

Change-193 (-100%)

Value—

Quarry LP

N/A

Shares— from 145

Change-145 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 76

Change-76 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,833,318	1,774,718	+58,600	+3%	$40.7M	$41.0M	+$318.0K	2026-11-04
Geode Capital Management, LLC	INCREASED	889,183	816,475	+72,708	+9%	$18.7M	$19.9M	+$1.2M	2026-11-06
Acadian Asset Management LLC	INCREASED	286,259	153,584	+132,675	+86%	$3.5M	$6.4K	-$3.5M	2026-11-09
Bank of New York Mellon Corp	DECREASED	218,109	218,612	-503	0%	$5.0M	$4.9M	-$133.7K	2026-11-05
Creative Planning	INCREASED	211,034	195,323	+15,711	+8%	$4.5M	$4.7M	+$242.4K	2026-11-02
LSV Asset Management	DECREASED	203,050	204,977	-1,927	-1%	$4.7M	$4.5K	-$4.7M	2026-11-06
Knights of Columbus Asset Advisors LLC	INCREASED	132,228	131,607	+621	+0%	$3.0M	$3.0M	-$59.8K	2026-11-05
Corbyn Investment Management Inc	DECREASED	111,700	112,560	-860	-1%	$2.6M	$2.5M	-$82.3K	2026-10-30
Fisher Asset Management, LLC	DECREASED	87,543	97,659	-10,116	-10%	$2.2M	$2.0M	-$281.2K	2026-11-06
Principal Financial Group Inc	INCREASED	83,767	47,590	+36,177	+76%	$1.1M	$1.9M	+$783.4K	2026-11-02
Salzhauer Michael	DECREASED	72,157	72,357	-200	0%	$1.7M	$1.6M	-$45.0K	2026-10-28
Jackson Creek Investment Advisors LLC	DECREASED	64,320	65,208	-888	-1%	$1.6K	$1.4K	-$158	2026-11-04
Barclays PLC	DECREASED	63,823	68,229	-4,406	-6%	$1.6M	$1.4M	-$136.9K	2026-11-06
Tred Avon Family Wealth, LLC	DECREASED	61,816	62,243	-427	-1%	$1.4M	$1.4M	-$45.2K	2026-10-20
LPL Financial LLC	INCREASED	58,876	51,882	+6,994	+13%	$1.2M	$1.3M	+$127.5K	2026-11-06
Y-Intercept (Hong Kong) Ltd	NEW	50,288	—	+50,288	—	—	$1.1M	—	2026-10-16
Hoxton Planning & Management, LLC	DECREASED	49,824	66,634	-16,810	-25%	$1.5M	$1.1M	-$413.7K	2026-10-15
Squarepoint Ops LLC	INCREASED	35,559	27,571	+7,988	+29%	$632.8K	$796.2K	+$163.4K	2026-11-09
Strs Ohio	INCREASED	28,900	20,600	+8,300	+40%	$472.8K	$647.1K	+$174.3K	2026-10-30
Russell Investments Group, Ltd.	UNCHANGED	27,875	27,875	0	0%	$639.7K	$624.1K	-$15.6K	2026-11-06
Deutsche Bank Ag\	DECREASED	26,791	30,605	-3,814	-12%	$702.4K	$599.9K	-$102.5K	2026-11-06
Citigroup Inc	DECREASED	21,172	31,060	-9,888	-32%	$712.8K	$474.0K	-$238.8K	2026-11-04
Diversify Wealth Management, LLC	INCREASED	21,020	20,910	+110	+1%	$499.8K	$473.8K	-$26.0K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	21,020	20,910	+110	+1%	$499.8K	$473.8K	-$26.0K	2026-10-20
Wealth Enhancement Advisory Services, LLC	INCREASED	17,303	13,237	+4,066	+31%	$299.7K	$390.7K	+$91.0K	2026-10-13
Anchyra Partners LLC	DECREASED	15,588	16,311	-723	-4%	$374.3K	$349.0K	-$25.3K	2026-10-13
Sterling Capital Management LLC	DECREASED	14,699	14,721	-22	0%	$337.8K	$329.1K	-$8.7K	2026-10-22
Smithbridge Asset Management Inc	UNCHANGED	14,025	14,025	0	0%	$321.9K	$314.0K	-$7.9K	2026-10-19
Commonwealth Financial Services, LLC	UNCHANGED	13,834	13,834	0	0%	$317.5K	$309.7K	-$7.7K	2026-10-20
Integrated Advisors Network LLC	INCREASED	12,917	12,772	+145	+1%	$293.1K	$289.2K	-$3.9K	2026-10-20
Aire Advisors, LLC	UNCHANGED	12,339	12,339	0	0%	$283.2K	$276.3K	-$6.9K	2026-10-22
Savant Capital, LLC	NEW	9,910	—	+9,910	—	—	$221.9K	—	2026-11-06
IFP Advisors, Inc	INCREASED	9,775	6,116	+3,659	+60%	$140.4K	$218.9K	+$78.5K	2026-10-16
Barlow Wealth Partners, LLC	INCREASED	9,754	9,696	+58	+1%	$215.4K	$220.9K	+$5.5K	2026-10-15
PNC Financial Services Group, Inc.	INCREASED	9,677	8,535	+1,142	+13%	$195.9K	$216.7K	+$20.8K	2026-11-06
Valmark Advisers, Inc.	UNCHANGED	9,301	9,301	0	0%	$213.5K	$208.2K	-$5.2K	2026-11-06
Park Capital Management, LLC / WI	UNCHANGED	9,248	9,248	0	0%	$212.2K	$207.1K	-$5.2K	2026-10-13
Police & Firemen's Retirement System of New Jersey	UNCHANGED	8,621	8,621	0	0%	$197.9K	$193.0K	-$4.8K	2026-11-09
Parallel Advisors, LLC	DECREASED	5,067	5,253	-186	-4%	$120.6K	$113.5K	-$7.1K	2026-11-03
State of Alaska, Department of Revenue	UNCHANGED	4,138	4,138	0	0%	$64.0K	$92	-$63.9K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	3,848	4,127	-279	-7%	$94.8K	$86.2K	-$8.6K	2026-10-08
Gamma Investing LLC	INCREASED	3,309	2,944	+365	+12%	$67.6K	$74.1K	+$6.5K	2026-10-08
Geneos Wealth Management Inc.	UNCHANGED	2,727	2,727	0	0%	$62.6K	$61.1K	-$1.5K	2026-11-09
Allworth Financial LP	INCREASED	1,934	1,769	+165	+9%	$40.6K	$44.4K	+$3.8K	2026-11-06
Financial Consulate, Inc	UNCHANGED	1,530	1,530	0	0%	$35.1K	$34.3K	-$857	2026-10-23
Harbor Investment Advisory, LLC	NEW	1,249	—	+1,249	—	—	$28.0K	—	2026-10-13
EverSource Wealth Advisors, LLC	INCREASED	1,241	1,230	+11	+1%	$28.2K	$27.8K	-$442	2026-11-04
Bay Harbor Wealth Management, LLC	UNCHANGED	1,000	1,000	0	0%	$23.0K	$22.4K	-$560	2026-11-03
US Bancorp \de\	INCREASED	632	564	+68	+12%	$12.9K	$14.2K	+$1.2K	2026-11-05
Fortitude Family Office, LLC	NEW	550	—	+550	—	—	$12.3K	—	2026-10-14
Nisa Investment Advisors, LLC	UNCHANGED	526	526	0	0%	$12.1K	$11.8K	-$295	2026-10-20
Signaturefd, LLC	INCREASED	473	390	+83	+21%	$9.0K	$10.6K	+$1.6K	2026-10-23
Versant Capital Management, Inc	UNCHANGED	466	466	0	0%	$10.7K	$10.4K	-$261	2026-10-02
Simplex Trading, LLC	INCREASED	463	440	+23	+5%	$10.1K	$10.4K	+$268	2026-11-04
Essential Partners LLC	UNCHANGED	450	450	0	0%	$10.3K	$10.1K	-$252	2026-10-14
Toth Financial Advisory Corp	UNCHANGED	300	300	0	0%	$6.9K	$6.7K	-$168	2026-10-08
Evolution Wealth Management Inc.	NEW	228	—	+228	—	—	$5.1K	—	2026-10-28
State of Wyoming	NEW	206	—	+206	—	—	$4.6K	—	2026-10-28
Zions Bancorporation, National Association	UNCHANGED	170	170	0	0%	$3.9K	$3.8K	-$96	2026-11-06
SJS Investment Consulting Inc.	INCREASED	151	6	+145	+2417%	$138	$3.4K	+$3.2K	2026-10-26
Picton Mahoney Asset Management	DECREASED	102	103	-1	-1%	$2.4K	$2.3K	-$80	2026-11-09
Parkside Financial Bank & Trust	INCREASED	90	70	+20	+29%	$1.6K	$2.0K	+$407	2026-10-27
Physician Wealth Advisors, Inc.	INCREASED	82	20	+62	+310%	$459	$1.8K	+$1.4K	2026-10-20
Assetmark, Inc	INCREASED	81	76	+5	+7%	$1.7K	$1.8K	+$70	2026-10-21
MassMutual Private Wealth & Trust, FSB	UNCHANGED	57	57	0	0%	$1.3K	$1.3K	-$32	2026-10-05
True Wealth Design, LLC	UNCHANGED	56	56	0	0%	$1.3K	$1.3K	-$32	2026-10-13
Silver Grove Financial Group, Inc.	UNCHANGED	31	31	0	0%	$711	$694	-$17	2026-11-05
Provenance Wealth Advisors, LLC	NEW	30	—	+30	—	—	$672	—	2026-10-30
Pinnacle Wealth Planning Services, Inc.	NEW	27	—	+27	—	—	$605	—	2026-10-27
Capital Advisors, Ltd. LLC	UNCHANGED	25	25	0	0%	$1	$1	$0	2026-10-27
TD Private Client Wealth LLC	UNCHANGED	10	10	0	0%	$230	$224	-$6	2026-10-28
CoreCap Advisors, LLC	UNCHANGED	8	8	0	0%	$184	$179	-$5	2026-10-08
Covestor Ltd	DECREASED	5	16	-11	-69%	$0	$0	$0	2026-10-30
Alps Advisors Inc	CLOSED	0	28,215	-28,215	-100%	$647.5K	$0	-$647.5K	2026-11-03
Chapin Davis, Inc.	CLOSED	0	9,775	-9,775	-100%	$224.3K	$0	-$224.3K	2026-10-09
Elco Management Co., LLC	CLOSED	0	9,715	-9,715	-100%	$223.0K	$0	-$223.0K	2026-10-14
Founders Capital Management	CLOSED	0	1,000	-1,000	-100%	$23.0K	$0	-$23.0K	2026-10-13
Heritage Wealth Advisors	CLOSED	0	1,000	-1,000	-100%	$23.0K	$0	-$23.0K	2026-11-09
LifeSteps Financial, Inc.	CLOSED	0	459	-459	-100%	$10.5K	$0	-$10.5K	2026-10-15
Stone House Investment Management, LLC	CLOSED	0	10	-10	-100%	$230	$0	-$230	2026-10-23
Caitong International Asset Management Co., Ltd	CLOSED	0	3	-3	-100%	$69	$0	-$69	2026-10-29
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2	-2	-100%	$46	$0	-$46	2026-10-07
Clearstead Advisors, LLC	CLOSED	0	2	-2	-100%	$46	$0	-$46	2026-11-06
BlackRock, Inc.	N/A	—	3,215,010	-3,215,010	-100%	$73.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,345,267	-1,345,267	-100%	$30.9M	—	—	—
American Century Companies Inc	N/A	—	1,095,951	-1,095,951	-100%	$25.2M	—	—	—
State Street Corp	N/A	—	1,029,202	-1,029,202	-100%	$23.6M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	885,021	-885,021	-100%	$20.3M	—	—	—
Wellington Management Group LLP	N/A	—	768,354	-768,354	-100%	$17.6M	—	—	—
Jupiter Topco LLC	N/A	—	745,516	-745,516	-100%	$17.1M	—	—	—
Ameriprise Financial Inc	N/A	—	523,562	-523,562	-100%	$12.0M	—	—	—
Atlantic Union Bankshares Corp	N/A	—	486,930	-486,930	-100%	$11.2M	—	—	—
Nuveen, LLC	N/A	—	483,359	-483,359	-100%	$11.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	481,073	-481,073	-100%	$11.0M	—	—	—
AQR Capital Management LLC	N/A	—	476,221	-476,221	-100%	$10.9M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	337,669	-337,669	-100%	$7.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	336,589	-336,589	-100%	$7.7M	—	—	—
Northern Trust Corp	N/A	—	316,028	-316,028	-100%	$7.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	299,794	-299,794	-100%	$6.9M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	299,231	-299,231	-100%	$6.9M	—	—	—
Renaissance Technologies LLC	N/A	—	279,515	-279,515	-100%	$6.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	278,686	-278,686	-100%	$6.4M	—	—	—
Morgan Stanley	N/A	—	269,655	-269,655	-100%	$6.2M	—	—	—
Alliancebernstein L.P.	N/A	—	251,670	-251,670	-100%	$4.7M	—	—	—
Millennium Management LLC	N/A	—	218,636	-218,636	-100%	$5.0M	—	—	—
Algert Global LLC	N/A	—	213,022	-213,022	-100%	$4.9M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	209,893	-209,893	-100%	$4.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	203,275	-203,275	-100%	$4.7M	—	—	—
Citadel Advisors LLC	N/A	—	184,514	-184,514	-100%	$4.2M	—	—	—
Empowered Funds, LLC	N/A	—	183,176	-183,176	-100%	$4.2M	—	—	—
Prudential Financial Inc	N/A	—	153,342	-153,342	-100%	$3.5M	—	—	—
Petiole USA ltd	N/A	—	147,487	-147,487	-100%	$3.4M	—	—	—
Mendon Capital Advisors Corp	N/A	—	144,715	-144,715	-100%	$3.3M	—	—	—
Gendell Jeffrey L	N/A	—	136,840	-136,840	-100%	$3.1M	—	—	—
Banc Funds Co LLC	N/A	—	136,243	-136,243	-100%	$3.1M	—	—	—
HoldCo Asset Management, LPA	N/A	—	136,114	-136,114	-100%	$3.1M	—	—	—
Curi Capital, LLC	N/A	—	126,198	-126,198	-100%	$2.9M	—	—	—
First Trust Advisors LP	N/A	—	114,034	-114,034	-100%	$2.6M	—	—	—
Brown Advisory Inc	N/A	—	100,420	-100,420	-100%	$2.3M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	99,713	-99,713	-100%	$2.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	99,317	-99,317	-100%	$2.3M	—	—	—
Two Sigma Investments, LP	N/A	—	97,290	-97,290	-100%	$2.2M	—	—	—
Quantinno Capital Management LP	N/A	—	93,187	-93,187	-100%	$2.1M	—	—	—
Lazard Asset Management LLC	N/A	—	90,416	-90,416	-100%	$2.1M	—	—	—
Price T Rowe Associates Inc	N/A	—	79,203	-79,203	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	74,715	-74,715	-100%	$1.7M	—	—	—
IEQ Capital, LLC	N/A	—	64,713	-64,713	-100%	$1.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	55,940	-55,940	-100%	$1.3M	—	—	—
Bank of America Corp	N/A	—	55,403	-55,403	-100%	$1.3M	—	—	—
Equitable Holdings, Inc.	N/A	—	50,854	-50,854	-100%	$1.2M	—	—	—
Franklin Resources Inc	N/A	—	50,679	-50,679	-100%	$1.2M	—	—	—
Invesco Ltd.	N/A	—	44,189	-44,189	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	43,331	-43,331	-100%	$994.4K	—	—	—
Rhumbline Advisers	N/A	—	40,046	-40,046	-100%	$919.0K	—	—	—
FMR LLC	N/A	—	31,506	-31,506	-100%	$723.1K	—	—	—
Zacks Investment Management	N/A	—	28,868	-28,868	-100%	$662.5K	—	—	—
Wells Fargo & Company	N/A	—	28,863	-28,863	-100%	$662.4K	—	—	—
Royal Bank of Canada	N/A	—	25,603	-25,603	-100%	$587.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	24,963	-24,963	-100%	$572.9K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,755	-19,755	-100%	$453.0K	—	—	—
Raymond James Financial Inc	N/A	—	19,672	-19,672	-100%	$451.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	19,480	-19,480	-100%	$447.1K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	19,444	-19,444	-100%	$446.2K	—	—	—
XTX Topco Ltd	N/A	—	19,147	-19,147	-100%	$439.4K	—	—	—
Trexquant Investment LP	N/A	—	18,994	-18,994	-100%	$435.9K	—	—	—
Mariner, LLC	N/A	—	18,868	-18,868	-100%	$433.0K	—	—	—
Marshall Wace, LLP	N/A	—	18,823	-18,823	-100%	$432.0K	—	—	—
Fiduciary Trust Co	N/A	—	18,720	-18,720	-100%	$429.6K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	18,196	-18,196	-100%	$417.6K	—	—	—
Rafferty Asset Management, LLC	N/A	—	17,687	-17,687	-100%	$405.9K	—	—	—
Sanctuary Advisors, LLC	N/A	—	16,167	-16,167	-100%	$371.0K	—	—	—
Quantbot Technologies LP	N/A	—	16,114	-16,114	-100%	$369.8K	—	—	—
SEI Investments Co	N/A	—	15,724	-15,724	-100%	$360.9K	—	—	—
Engineers Gate Manager LP	N/A	—	15,240	-15,240	-100%	$349.8K	—	—	—
SG Americas Securities, LLC	N/A	—	14,766	-14,766	-100%	$339.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	14,447	-14,447	-100%	$331.6K	—	—	—
JPMorgan Chase & Co	N/A	—	13,591	-13,591	-100%	$312.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	12,725	-12,725	-100%	$292.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	12,615	-12,615	-100%	$289.5K	—	—	—
Bank of Nova Scotia	N/A	—	12,203	-12,203	-100%	$280.1K	—	—	—
Arax Advisory Partners	N/A	—	11,995	-11,995	-100%	$275.3K	—	—	—
Qube Research & Technologies Ltd	N/A	—	11,247	-11,247	-100%	$258.1K	—	—	—
DF Dent & Co Inc	N/A	—	10,400	-10,400	-100%	$238.7K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	9,778	-9,778	-100%	$224.4K	—	—	—
Aigen Investment Management, LP	N/A	—	9,479	-9,479	-100%	$217.5K	—	—	—
Martingale Asset Management L P	N/A	—	9,300	-9,300	-100%	$213.4K	—	—	—
New York State Common Retirement Fund	N/A	—	9,234	-9,234	-100%	$211.9K	—	—	—
FourThought Financial Partners, LLC	N/A	—	9,044	-9,044	-100%	$207.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	8,444	-8,444	-100%	$193.8K	—	—	—
Federated Hermes, Inc.	N/A	—	5,164	-5,164	-100%	$118.5K	—	—	—
Legal & General Group Plc	N/A	—	3,048	-3,048	-100%	$70.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,864	-2,864	-100%	$65.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,605	-2,605	-100%	$59.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,431	-2,431	-100%	$55.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,295	-1,295	-100%	$29.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	443	-443	-100%	$10.3K	—	—	—
California State Teachers Retirement System	N/A	—	432	-432	-100%	$9.9K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	400	-400	-100%	$9.2K	—	—	—
Huntington National Bank	N/A	—	370	-370	-100%	$8.5K	—	—	—
Rothschild Investment LLC	N/A	—	341	-341	-100%	$7.8K	—	—	—
Investors Portfolio Services LLC	N/A	—	207	-207	-100%	$4.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	193	-193	-100%	$4.4K	—	—	—
Quarry LP	N/A	—	145	-145	-100%	$3.3K	—	—	—
Optiver Holding B.V.	N/A	—	76	-76	-100%	$1.7K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	64	-64	-100%	$1.5K	—	—	—

Showing 185 of 185 institutions