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Simulations Plus Inc (SLP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Trium Capital LLP
NEW
Shares673,172
Change+673,172
Value$12.4M
Filed 2026-10-16
Tributary Capital Management, LLC
DECREASED
Shares448,565 from 538,249
Change-89,684 (-17%)
Value$8.3M (-$1.6M)
Filed 2026-10-28
Geode Capital Management, LLC
DECREASED
Shares427,277 from 440,373
Change-13,096 (-3%)
Value$7.9M (-$188.9K)
Filed 2026-11-06
North Star Investment Management Corp.
DECREASED
Shares202,488 from 219,188
Change-16,700 (-8%)
Value$3.7M (-$281.5K)
Filed 2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares100,885 from 100,885
Change0 (0%)
Value$1.9M (+$12.1K)
Filed 2026-10-30
ABC Arbitrage SA
UNCHANGED
Shares78,869 from 78,869
Change0 (0%)
Value$1.5M (+$9.5K)
Filed 2026-10-23
Bank of New York Mellon Corp
DECREASED
Shares67,689 from 68,095
Change-406 (-1%)
Value$1.2M (+$694)
Filed 2026-11-05
Squarepoint Ops LLC
DECREASED
Shares52,051 from 84,655
Change-32,604 (-39%)
Value$959.3K (-$590.7K)
Filed 2026-11-09
Azzad Asset Management Inc
DECREASED
Shares37,053 from 38,674
Change-1,621 (-4%)
Value$682.9K (-$25.2K)
Filed 2026-11-04
Navalign, LLC
UNCHANGED
Shares35,006 from 35,006
Change0 (0%)
Value$645.2K (+$4.2K)
Filed 2026-11-09
LPL Financial LLC
DECREASED
Shares28,054 from 28,304
Change-250 (-1%)
Value$517.0K (-$1.2K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares27,577 from 27,917
Change-340 (-1%)
Value$508.2K (-$2.9K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED
Shares21,107 from 21,096
Change+11 (+0%)
Value$389.0K (+$2.7K)
Filed 2026-10-19
Inscription Capital, LLC
UNCHANGED
Shares16,306 from 16,306
Change0 (0%)
Value$300.5K (+$2.0K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$294.9K (+$1.9K)
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares14,937 from 26,703
Change-11,766 (-44%)
Value$275.3K (-$213.6K)
Filed 2026-11-06
Green Alpha Advisors, LLC
INCREASED
Shares13,727 from 13,606
Change+121 (+1%)
Value$253.0K (+$3.9K)
Filed 2026-10-08
Barclays PLC
DECREASED
Shares12,146 from 15,334
Change-3,188 (-21%)
Value$223.9K (-$56.9K)
Filed 2026-11-06
Bailard, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$184.3K (+$1.2K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares9,743 from 17,181
Change-7,438 (-43%)
Value$179.6K (-$135.0K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares6,700 from 6,698
Change+2 (+0%)
Value$123.5K (+$840)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares5,300 from 3,800
Change+1,500 (+39%)
Value$97.7K (+$28.1K)
Filed 2026-10-30
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares5,225 from 5,225
Change0 (0%)
Value$96.3K (+$627)
Filed 2026-11-09
Versant Capital Management, Inc
UNCHANGED
Shares4,906 from 4,906
Change0 (0%)
Value$90.4K (+$589)
Filed 2026-10-02
Harbor Capital Advisors, Inc.
DECREASED
Shares4,448 from 4,688
Change-240 (-5%)
Value$82 (-$85.9K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares3,834 from 4,523
Change-689 (-15%)
Value$70.7K (-$12.2K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,804 from 4,592
Change-788 (-17%)
Value$70.1K (-$14.0K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares2,833 from 2,831
Change+2 (+0%)
Value$52.2K (+$376)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares2,726 from 4,501
Change-1,775 (-39%)
Value$50.2K (-$32.2K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares1,384 from 404
Change+980 (+243%)
Value$25.5K (+$18.1K)
Filed 2026-10-08
Heritage Family Offices, LLP
NEW
Shares882
Change+882
Value$16.3K
Filed 2026-11-02
UMB Bank, n.a.
DECREASED
Shares755 from 758
Change-3 (0%)
Value$13.9K (+$36)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares672 from 60
Change+612 (+1020%)
Value$12.4K (+$11.3K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares632 from 255
Change+377 (+148%)
Value$11.6K (+$7.0K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares542 from 602
Change-60 (-10%)
Value$10.0K (-$1.0K)
Filed 2026-10-20
Covestor Ltd
INCREASED
Shares514 from 21
Change+493 (+2348%)
Value$10 (+$10)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares511 from 755
Change-244 (-32%)
Value$9.4K (-$4.4K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$9.2K ($0)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares501 from 145
Change+356 (+246%)
Value$9.2K (+$6.6K)
Filed 2026-10-22
Bessemer Group Inc
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$7 ($0)
Filed 2026-11-09
Nisa Investment Advisors, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$5.1K (+$33)
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
DECREASED
Shares240 from 2,726
Change-2,486 (-91%)
Value$4.4K (-$45.5K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares231 from 232
Change-1 (0%)
Value$4.3K (+$28)
Filed 2026-10-08
SouthState Bank Corp
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$3.2K (+$21)
Filed 2026-11-09
Mather Group, Llc.
NEW
Shares128
Change+128
Value$2.4K
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares90 from 76
Change+14 (+18%)
Value$1.7K (+$267)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$1.6K (+$10)
Filed 2026-10-20
Concord Wealth Partners
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$1.4K (+$9)
Filed 2026-11-02
Nfsg Corp
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$1.2K (+$7)
Filed 2026-10-15
Essential Partners LLC
DECREASED
Shares51 from 441
Change-390 (-88%)
Value$940 (-$7.1K)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$830 (+$5)
Filed 2026-10-27
TD Private Client Wealth LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$774 (+$5)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares22
Change+22
Value$405
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares22 from 17
Change+5 (+29%)
Value$406 (+$94)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$388 (+$3)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares20
Change+20
Value$368
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares19 from 21
Change-2 (-10%)
Value$358 (-$32)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$74 (+$37)
Filed 2026-10-16
Dimensional Fund Advisors LP
CLOSED
Shares0 from 233,359
Change-233,359 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-04
Herald Investment Management Ltd
CLOSED
Shares0 from 200,000
Change-200,000 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-05
Kopion Asset Management, LLC
CLOSED
Shares0 from 184,614
Change-184,614 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-09
Kornitzer Capital Management Inc
CLOSED
Shares0 from 48,258
Change-48,258 (-100%)
Value$0 (-$883.6K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 11,296
Change-11,296 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-16
State of Wyoming
CLOSED
Shares0 from 9,132
Change-9,132 (-100%)
Value$0 (-$167.2K)
Filed 2026-10-28
Financial Management Professionals, Inc.
CLOSED
Shares0 from 1,087
Change-1,087 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 407
Change-407 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-04
Advisory Solutions Group, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-13
True Wealth Design, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
Avion Wealth
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 ($0)
Filed 2026-11-04
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$568)
Filed 2026-10-21
First Light Asset Management, LLC
N/A
Shares— from 2,792,677
Change-2,792,677 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,502,099
Change-1,502,099 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,070,582
Change-1,070,582 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 741,467
Change-741,467 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 539,072
Change-539,072 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 410,540
Change-410,540 (-100%)
Value—
State Street Corp
N/A
Shares— from 382,540
Change-382,540 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 326,077
Change-326,077 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 315,902
Change-315,902 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 312,882
Change-312,882 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 300,334
Change-300,334 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 208,688
Change-208,688 (-100%)
Value—
Glazer Capital, LLC
N/A
Shares— from 201,564
Change-201,564 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 185,048
Change-185,048 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 183,488
Change-183,488 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 169,888
Change-169,888 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 168,716
Change-168,716 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 155,891
Change-155,891 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 155,702
Change-155,702 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 152,812
Change-152,812 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 151,848
Change-151,848 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 147,058
Change-147,058 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 130,749
Change-130,749 (-100%)
Value—
Meros Investment Management, LP
N/A
Shares— from 130,229
Change-130,229 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 129,956
Change-129,956 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 127,874
Change-127,874 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 127,200
Change-127,200 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 119,317
Change-119,317 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 119,150
Change-119,150 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 110,368
Change-110,368 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 109,948
Change-109,948 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 103,010
Change-103,010 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 95,805
Change-95,805 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 85,185
Change-85,185 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 84,800
Change-84,800 (-100%)
Value—
Topline Capital Management, LLC
N/A
Shares— from 84,412
Change-84,412 (-100%)
Value—
UBS Group AG
N/A
Shares— from 79,640
Change-79,640 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 68,691
Change-68,691 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 53,263
Change-53,263 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 51,500
Change-51,500 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 47,916
Change-47,916 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 41,323
Change-41,323 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 38,580
Change-38,580 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 37,990
Change-37,990 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 36,739
Change-36,739 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 36,635
Change-36,635 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 33,238
Change-33,238 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,965
Change-29,965 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 29,194
Change-29,194 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,116
Change-28,116 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,533
Change-26,533 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,201
Change-26,201 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,188
Change-26,188 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 25,716
Change-25,716 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 24,210
Change-24,210 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 23,794
Change-23,794 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 21,612
Change-21,612 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 18,913
Change-18,913 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 16,490
Change-16,490 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,979
Change-15,979 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,974
Change-15,974 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,826
Change-15,826 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 14,333
Change-14,333 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,978
Change-12,978 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,234
Change-12,234 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,314
Change-11,314 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,214
Change-9,214 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 234
Change-234 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Quarry LP
N/A
Shares— from 105
Change-105 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Trium Capital LLP
NEW673,172—+673,172——$12.4M—2026-10-16
Tributary Capital Management, LLC
DECREASED448,565538,249-89,684-17%$9.9M$8.3M-$1.6M2026-10-28
Geode Capital Management, LLC
DECREASED427,277440,373-13,096-3%$8.1M$7.9M-$188.9K2026-11-06
North Star Investment Management Corp.
DECREASED202,488219,188-16,700-8%$4.0M$3.7M-$281.5K2026-10-27
Prescott Group Capital Management, L.L.C.
UNCHANGED100,885100,88500%$1.8M$1.9M+$12.1K2026-10-30
ABC Arbitrage SA
UNCHANGED78,86978,86900%$1.4M$1.5M+$9.5K2026-10-23
Bank of New York Mellon Corp
DECREASED67,68968,095-406-1%$1.2M$1.2M+$6942026-11-05
Squarepoint Ops LLC
DECREASED52,05184,655-32,604-39%$1.6M$959.3K-$590.7K2026-11-09
Azzad Asset Management Inc
DECREASED37,05338,674-1,621-4%$708.1K$682.9K-$25.2K2026-11-04
Navalign, LLC
UNCHANGED35,00635,00600%$641.0K$645.2K+$4.2K2026-11-09
LPL Financial LLC
DECREASED28,05428,304-250-1%$518.2K$517.0K-$1.2K2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED27,57727,917-340-1%$511.2K$508.2K-$2.9K2026-10-13
Linden Thomas Advisory Services, LLC
INCREASED21,10721,096+11+0%$386.3K$389.0K+$2.7K2026-10-19
Inscription Capital, LLC
UNCHANGED16,30616,30600%$298.6K$300.5K+$2.0K2026-11-02
King Luther Capital Management Corp
UNCHANGED16,00016,00000%$293.0K$294.9K+$1.9K2026-11-05
Deutsche Bank Ag\
DECREASED14,93726,703-11,766-44%$488.9K$275.3K-$213.6K2026-11-06
Green Alpha Advisors, LLC
INCREASED13,72713,606+121+1%$249.1K$253.0K+$3.9K2026-10-08
Barclays PLC
DECREASED12,14615,334-3,188-21%$280.8K$223.9K-$56.9K2026-11-06
Bailard, Inc.
UNCHANGED10,00010,00000%$183.1K$184.3K+$1.2K2026-10-13
Citigroup Inc
DECREASED9,74317,181-7,438-43%$314.6K$179.6K-$135.0K2026-11-04
Russell Investments Group, Ltd.
INCREASED6,7006,698+2+0%$122.6K$123.5K+$8402026-11-06
Strs Ohio
INCREASED5,3003,800+1,500+39%$69.6K$97.7K+$28.1K2026-10-30
Police & Firemen's Retirement System of New Jersey
UNCHANGED5,2255,22500%$95.7K$96.3K+$6272026-11-09
Versant Capital Management, Inc
UNCHANGED4,9064,90600%$89.8K$90.4K+$5892026-10-02
Harbor Capital Advisors, Inc.
DECREASED4,4484,688-240-5%$86.0K$82-$85.9K2026-10-22
US Bancorp \de\
DECREASED3,8344,523-689-15%$82.8K$70.7K-$12.2K2026-11-05
Fifth Third Bancorp
DECREASED3,8044,592-788-17%$84.1K$70.1K-$14.0K2026-11-05
Gamma Investing LLC
INCREASED2,8332,831+2+0%$51.8K$52.2K+$3762026-10-08
PNC Financial Services Group, Inc.
DECREASED2,7264,501-1,775-39%$82.4K$50.2K-$32.2K2026-11-06
Farther Finance Advisors, LLC
INCREASED1,384404+980+243%$7.4K$25.5K+$18.1K2026-10-08
Heritage Family Offices, LLP
NEW882—+882——$16.3K—2026-11-02
UMB Bank, n.a.
DECREASED755758-30%$13.9K$13.9K+$362026-11-06
Fortitude Family Office, LLC
INCREASED67260+612+1020%$1.1K$12.4K+$11.3K2026-10-14
Parallel Advisors, LLC
INCREASED632255+377+148%$4.7K$11.6K+$7.0K2026-11-03
Private Trust Co NA
DECREASED542602-60-10%$11.0K$10.0K-$1.0K2026-10-20
Covestor Ltd
INCREASED51421+493+2348%$0$10+$102026-10-30
EverSource Wealth Advisors, LLC
DECREASED511755-244-32%$13.8K$9.4K-$4.4K2026-11-04
Allworth Financial LP
UNCHANGED50550500%$9.2K$9.2K$02026-11-06
Sterling Capital Management LLC
INCREASED501145+356+246%$2.7K$9.2K+$6.6K2026-10-22
Bessemer Group Inc
UNCHANGED36736700%$7$7$02026-11-09
Nisa Investment Advisors, LLC
UNCHANGED27727700%$5.1K$5.1K+$332026-10-20
Caitong International Asset Management Co., Ltd
DECREASED2402,726-2,486-91%$49.9K$4.4K-$45.5K2026-10-29
CoreCap Advisors, LLC
DECREASED231232-10%$4.2K$4.3K+$282026-10-08
SouthState Bank Corp
UNCHANGED17517500%$3.2K$3.2K+$212026-11-09
Mather Group, Llc.
NEW128—+128——$2.4K—2026-10-14
MJT & Associates Financial Advisory Group, Inc.
INCREASED9076+14+18%$1.4K$1.7K+$2672026-10-07
Physician Wealth Advisors, Inc.
UNCHANGED888800%$1.6K$1.6K+$102026-10-20
Concord Wealth Partners
UNCHANGED777700%$1.4K$1.4K+$92026-11-02
Nfsg Corp
UNCHANGED636300%$1.2K$1.2K+$72026-10-15
Essential Partners LLC
DECREASED51441-390-88%$8.1K$940-$7.1K2026-10-14
Parkside Financial Bank & Trust
UNCHANGED454500%$825$830+$52026-10-27
TD Private Client Wealth LLC
UNCHANGED424200%$769$774+$52026-10-28
Root Financial Partners, LLC
NEW22—+22——$405—2026-10-21
SJS Investment Consulting Inc.
INCREASED2217+5+29%$312$406+$942026-10-26
Asset Dedication, LLC
UNCHANGED212100%$385$388+$32026-11-03
Ascentis Independent Advisors
NEW20—+20——$368—2026-11-03
Harbour Investments, Inc.
DECREASED1921-2-10%$390$358-$322026-11-09
IFP Advisors, Inc
INCREASED42+2+100%$37$74+$372026-10-16
Dimensional Fund Advisors LP
CLOSED0233,359-233,359-100%$4.3M$0-$4.3M2026-11-04
Herald Investment Management Ltd
CLOSED0200,000-200,000-100%$3.7M$0-$3.7M2026-10-05
Kopion Asset Management, LLC
CLOSED0184,614-184,614-100%$3.4M$0-$3.4M2026-10-09
Kornitzer Capital Management Inc
CLOSED048,258-48,258-100%$883.6K$0-$883.6K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED011,296-11,296-100%$206.8K$0-$206.8K2026-10-16
State of Wyoming
CLOSED09,132-9,132-100%$167.2K$0-$167.2K2026-10-28
Financial Management Professionals, Inc.
CLOSED01,087-1,087-100%$19.9K$0-$19.9K2026-10-23
Simplex Trading, LLC
CLOSED0407-407-100%$7.5K$0-$7.5K2026-11-04
Advisory Solutions Group, LLC
CLOSED0400-400-100%$7.3K$0-$7.3K2026-10-14
Harbor Investment Advisory, LLC
CLOSED0400-400-100%$7.3K$0-$7.3K2026-10-13
True Wealth Design, LLC
CLOSED0100-100-100%$1.8K$0-$1.8K2026-10-13
Avion Wealth
CLOSED041-41-100%$0$0$02026-11-04
Strengthening Families & Communities, LLC
CLOSED031-31-100%$568$0-$5682026-10-21
First Light Asset Management, LLC
N/A—2,792,677-2,792,677-100%$51.1M———
BlackRock, Inc.
N/A—1,502,099-1,502,099-100%$27.5M———
First Eagle Investment Management, LLC
N/A—1,070,582-1,070,582-100%$19.6M———
Vanguard Capital Management LLC
N/A—741,467-741,467-100%$13.6M———
Kennedy Capital Management LLC
N/A—539,072-539,072-100%$9.9M———
Marshall Wace, LLP
N/A—410,540-410,540-100%$7.5M———
State Street Corp
N/A—382,540-382,540-100%$7.0M———
JPMorgan Chase & Co
N/A—326,077-326,077-100%$6.0M———
Morgan Stanley
N/A—315,902-315,902-100%$5.8M———
Goldman Sachs Group Inc
N/A—312,882-312,882-100%$5.7M———
AQR Capital Management LLC
N/A—300,334-300,334-100%$5.5M———
Jane Street Group, LLC
N/A—208,688-208,688-100%$3.8M———
Glazer Capital, LLC
N/A—201,564-201,564-100%$3.7M———
Renaissance Technologies LLC
N/A—185,048-185,048-100%$3.4M———
D. E. Shaw & Co., Inc.
N/A—183,488-183,488-100%$3.4M———
Vanguard Portfolio Management LLC
N/A—169,888-169,888-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—168,716-168,716-100%$3.1M———
Two Sigma Investments, LP
N/A—155,891-155,891-100%$2.9M———
Tudor Investment Corp ET AL
N/A—155,702-155,702-100%$2.9M———
Charles Schwab Investment Management Inc
N/A—152,812-152,812-100%$2.8M———
Northern Trust Corp
N/A—151,848-151,848-100%$2.8M———
Gabelli Funds LLC
N/A—147,058-147,058-100%$2.7M———
Envestnet Asset Management Inc
N/A—130,749-130,749-100%$2.4M———
Meros Investment Management, LP
N/A—130,229-130,229-100%$2.4M———
Qube Research & Technologies Ltd
N/A—129,956-129,956-100%$2.4M———
Polar Asset Management Partners Inc.
N/A—127,874-127,874-100%$2.3M———
Groupe la Francaise
N/A—127,200-127,200-100%$2.3M———
Vanguard Fiduciary Trust Co
N/A—119,317-119,317-100%$2.2M———
Gabelli & Co Investment Advisers, Inc.
N/A—119,150-119,150-100%$2.2M———
Citadel Advisors LLC
N/A—110,368-110,368-100%$2.0M———
Quantinno Capital Management LP
N/A—109,948-109,948-100%$2.0M———
Rice Hall James & Associates, LLC
N/A—103,010-103,010-100%$1.9M———
Bank of America Corp
N/A—95,805-95,805-100%$1.8M———
Wells Fargo & Company
N/A—85,185-85,185-100%$1.6M———
Credit Industriel ET Commercial
N/A—84,800-84,800-100%$1.6M———
Topline Capital Management, LLC
N/A—84,412-84,412-100%$1.5M———
UBS Group AG
N/A—79,640-79,640-100%$1.5M———
Nuveen, LLC
N/A—68,691-68,691-100%$1.3M———
BNP Paribas Financial Markets
N/A—53,263-53,263-100%$975.2K———
Omers Administration Corp
N/A—51,500-51,500-100%$943.0K———
Invesco Ltd.
N/A—47,916-47,916-100%$877.3K———
Susquehanna Portfolio Strategies, LLC
N/A—41,323-41,323-100%$756.6K———
Connor, Clark & Lunn Investment Management Ltd.
N/A—38,580-38,580-100%$706.4K———
Crawford Investment Counsel Inc
N/A—37,990-37,990-100%$695.6K———
EntryPoint Capital, LLC
N/A—36,739-36,739-100%$672.7K———
Virtu Financial LLC
N/A—36,635-36,635-100%$671.0K———
Water Island Capital LLC
N/A—33,238-33,238-100%$608.6K———
Susquehanna International Group, LLP
N/A—29,965-29,965-100%$548.7K———
Cerity Partners LLC
N/A—29,194-29,194-100%$534.5K———
HSBC Holdings PLC
N/A—28,116-28,116-100%$519.9K———
Bridgeway Capital Management, LLC
N/A—26,700-26,700-100%$488.9K———
FMR LLC
N/A—26,533-26,533-100%$485.8K———
Jones Financial Companies Lllp
N/A—26,201-26,201-100%$476.9K———
Natixis Advisors, LLC
N/A—26,188-26,188-100%$479.0K———
Royal Bank of Canada
N/A—25,716-25,716-100%$471.0K———
IEQ Capital, LLC
N/A—25,475-25,475-100%$466.4K———
Alliancebernstein L.P.
N/A—24,210-24,210-100%$286.2K———
Prelude Capital Management, LLC
N/A—23,794-23,794-100%$435.7K———
Rhumbline Advisers
N/A—21,612-21,612-100%$395.7K———
SEI Investments Co
N/A—21,348-21,348-100%$390.9K———
First National Bank of Omaha
N/A—18,913-18,913-100%$346.3K———
Mercer Global Advisors Inc
N/A—18,884-18,884-100%$345.8K———
Millennium Management LLC
N/A—16,490-16,490-100%$301.9K———
Pathstone Holdings, LLC
N/A—15,979-15,979-100%$291.5K———
Quantbot Technologies LP
N/A—15,974-15,974-100%$292.5K———
Osaic Holdings, Inc.
N/A—15,826-15,826-100%$289.7K———
American Century Companies Inc
N/A—14,333-14,333-100%$262.4K———
Ameriprise Financial Inc
N/A—12,984-12,984-100%$237.7K———
Price T Rowe Associates Inc
N/A—12,978-12,978-100%$238.0K———
Mariner, LLC
N/A—12,234-12,234-100%$224.0K———
Canada Pension Plan Investment Board
N/A—12,200-12,200-100%$223.4K———
Federated Hermes, Inc.
N/A—11,510-11,510-100%$210.7K———
Janney Montgomery Scott LLC
N/A—11,314-11,314-100%$207.0K———
Savvy Advisors, Inc.
N/A—10,287-10,287-100%$188.4K———
SG Americas Securities, LLC
N/A—9,550-9,550-100%$175.0K———
MetLife Investment Management, LLC
N/A—9,214-9,214-100%$168.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,906-7,906-100%$144.8K———
PenderFund Capital Management Ltd.
N/A—6,700-6,700-100%$122.7K———
Vanguard Global Advisers, LLC
N/A—5,967-5,967-100%$109.3K———
New York State Common Retirement Fund
N/A—5,934-5,934-100%$108.7K———
Legal & General Group Plc
N/A—4,835-4,835-100%$88.5K———
Arax Advisory Partners
N/A—4,506-4,506-100%$82.5K———
Longfellow Investment Management Co LLC
N/A—4,199-4,199-100%$76.9K———
HighMark Wealth Management LLC
N/A—3,467-3,467-100%$63.5K———
Ameritas Investment Partners, Inc.
N/A—1,576-1,576-100%$28.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,487-1,487-100%$27.2K———
Tower Research Capital LLC (TRC)
N/A—1,154-1,154-100%$21.1K———
Broadwater Capital Management LLC
N/A—700-700-100%$12.8K———
Rothschild Investment LLC
N/A—240-240-100%$4.4K———
California State Teachers Retirement System
N/A—234-234-100%$4.3K———
Global Retirement Partners, LLC
N/A—224-224-100%$4.1K———
Optiver Holding B.V.
N/A—168-168-100%$3.1K———
Smartleaf Asset Management LLC
N/A—155-155-100%$2.8K———
Quarry LP
N/A—105-105-100%$1.9K———
LOS Angeles Capital Management LLC
N/A—97-97-100%$1.8K———
Steward Partners Investment Advisory, LLC
N/A—80-80-100%$1.5K———
Bellevue Asset Management, LLC
N/A—55-55-100%$1.0K———
UBS Asset Management Americas LLC
N/A—24-24-100%$439———
Investors Portfolio Services LLC
N/A—23-23-100%$421———
Basecamp Wealth Advisors LLC
N/A—19-19-100%$348———
JPL Wealth Management, LLC
N/A—2-2-100%$37———
National Bank of Canada
N/A—1-1-100%$18———
Showing 173 of 173 institutions