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Smith & Wesson Brands Inc (SWBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,695,187 from 2,678,761
Change+16,426 (+1%)
Value$37.9M (-$2.4M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares1,485,673 from 1,316,636
Change+169,037 (+13%)
Value$20.9M (+$1.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares430,422 from 427,046
Change+3,376 (+1%)
Value$6.1M (-$371.0K)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares325,753 from 52,833
Change+272,920 (+517%)
Value$4.6M (+$3.8M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares160,683 from 129,418
Change+31,265 (+24%)
Value$2.3M (+$312.8K)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares119,502 from 54,924
Change+64,578 (+118%)
Value$1.7M (+$847.4K)
Filed 2026-11-06
Aviance Capital Partners, LLC
INCREASED
Shares113,059 from 110,055
Change+3,004 (+3%)
Value$1.6M (-$65.6K)
Filed 2026-10-29
Principal Financial Group Inc
NEW
Shares87,359
Change+87,359
Value$1.2M
Filed 2026-11-02
Lesa Sroufe & Co
DECREASED
Shares85,666 from 86,094
Change-428 (0%)
Value$1.2K (-$1.3M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares71,405 from 39,420
Change+31,985 (+81%)
Value$1.0M (+$411.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares66,706 from 62,441
Change+4,265 (+7%)
Value$937.9K (-$1.2K)
Filed 2026-11-02
Sky Investment Group LLC
NEW
Shares49,456
Change+49,456
Value$695.4K
Filed 2026-10-30
Alps Advisors Inc
NEW
Shares43,960
Change+43,960
Value$618.1K
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares42,206
Change+42,206
Value$593.4K
Filed 2026-10-27
Deutsche Bank Ag\
DECREASED
Shares39,457 from 44,902
Change-5,445 (-12%)
Value$554.8K (-$120.6K)
Filed 2026-11-06
Roman Butler Fullerton & Co
DECREASED
Shares38,640 from 38,769
Change-129 (0%)
Value$571.1K (-$36.0K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares35,595 from 38,890
Change-3,295 (-8%)
Value$500.5K (-$84.4K)
Filed 2026-11-06
Prospera Financial Services Inc
DECREASED
Shares33,888 from 33,982
Change-94 (0%)
Value$446.7K (-$64.4K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares25,478 from 21,243
Change+4,235 (+20%)
Value$358.2K (+$38.7K)
Filed 2026-11-02
Sterling Capital Management LLC
INCREASED
Shares21,498 from 18,692
Change+2,806 (+15%)
Value$302.3K (+$21.1K)
Filed 2026-10-22
State of Wyoming
DECREASED
Shares20,324 from 22,767
Change-2,443 (-11%)
Value$285.8K (-$56.7K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares19,908 from 29,420
Change-9,512 (-32%)
Value$279.9K (-$162.6K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,546 from 12,073
Change+6,473 (+54%)
Value$265.4K (+$77.1K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares18,149 from 12,701
Change+5,448 (+43%)
Value$255.2K (+$64.2K)
Filed 2026-11-06
Ritholtz Wealth Management
NEW
Shares16,621
Change+16,621
Value$233.7K
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares10,501
Change+10,501
Value$147.6K
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$62.3K (-$4.3K)
Filed 2026-11-03
Rydar Equities, Inc.
NEW
Shares4,000
Change+4,000
Value$58.0K
Filed 2026-10-13
Larson Financial Group LLC
UNCHANGED
Shares2,852 from 2,852
Change0 (0%)
Value$40.1K (-$2.8K)
Filed 2026-11-05
State of Alaska, Department of Revenue
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$33 (-$2)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares2,067 from 1,465
Change+602 (+41%)
Value$29.1K (+$7.0K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares1,939 from 1,782
Change+157 (+9%)
Value$29.2K (+$2.4K)
Filed 2026-11-06
Spire Wealth Management
INCREASED
Shares1,922 from 1,911
Change+11 (+1%)
Value$27.0K (-$1.7K)
Filed 2026-10-30
PNC Financial Services Group, Inc.
INCREASED
Shares1,860 from 1,664
Change+196 (+12%)
Value$26.2K (+$1.1K)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares1,816 from 1,800
Change+16 (+1%)
Value$25.5K (-$1.5K)
Filed 2026-10-15
Legacy Bridge, LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$22.9K (-$1.6K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares1,253 from 37
Change+1,216 (+3286%)
Value$17.6K (+$17.1K)
Filed 2026-10-26
FNY Investment Advisers, LLC
NEW
Shares1,000
Change+1,000
Value$14
Filed 2026-10-16
Covestor Ltd
INCREASED
Shares912 from 908
Change+4 (+0%)
Value$13 (-$1)
Filed 2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$12.8K (-$891)
Filed 2026-10-27
Nisa Investment Advisors, LLC
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$12.5K (-$749)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$9.5K (-$661)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares613 from 613
Change0 (0%)
Value$8.6K (-$601)
Filed 2026-10-02
SBI Securities Co., Ltd.
INCREASED
Shares611 from 396
Change+215 (+54%)
Value$8.6K (+$2.6K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares604 from 104
Change+500 (+481%)
Value$8.5K (+$6.9K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
NEW
Shares470
Change+470
Value$6.6K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares456
Change+456
Value$6.4K
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$5.8K (-$400)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares399 from 414
Change-15 (-4%)
Value$6 ($0)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares354
Change+354
Value$5.0K
Filed 2026-10-21
Tsfg, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$5 ($0)
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares331 from 329
Change+2 (+1%)
Value$4.7K (-$282)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares317 from 99
Change+218 (+220%)
Value$4.5K (+$3.0K)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4.2K (-$294)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares291 from 272
Change+19 (+7%)
Value$4.1K ($0)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares287 from 122
Change+165 (+135%)
Value$4.0K (+$2.2K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares243 from 241
Change+2 (+1%)
Value$3.4K (-$208)
Filed 2026-11-04
Archer Investment Corp
INCREASED
Shares226 from 224
Change+2 (+1%)
Value$3.2K (-$192)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$3.0K (-$205)
Filed 2026-10-26
Markowski Investments
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.8K (-$196)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
INCREASED
Shares168 from 166
Change+2 (+1%)
Value$2.4K (-$143)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.1K (-$147)
Filed 2026-10-22
Leonteq Securities AG
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$1.7K (-$118)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares109 from 129
Change-20 (-15%)
Value$1.5K (-$408)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.4K (-$98)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.4K (-$98)
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$1.4K (-$96)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares89 from 16
Change+73 (+456%)
Value$1.3K (+$1.0K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares59
Change+59
Value$829
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$562 (-$40)
Filed 2026-10-23
True Wealth Design, LLC
INCREASED
Shares35 from 8
Change+27 (+338%)
Value$493 (+$372)
Filed 2026-10-13
First Premier Bank
NEW
Shares20
Change+20
Value$0
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$112 (+$7)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares3 from 1
Change+2 (+200%)
Value$42 (+$27)
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$14 (-$1)
Filed 2026-10-30
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 91,344
Change-91,344 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 82,766
Change-82,766 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Imc-Chicago, LLC
CLOSED
Shares0 from 29,225
Change-29,225 (-100%)
Value$0 (-$439.5K)
Filed 2026-11-05
Regions Financial Corp
CLOSED
Shares0 from 28,918
Change-28,918 (-100%)
Value$0 (-$434.9K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 16,899
Change-16,899 (-100%)
Value$0 (-$254.2K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 16,631
Change-16,631 (-100%)
Value$0 (-$250.1K)
Filed 2026-11-03
R Squared Ltd
CLOSED
Shares0 from 12,298
Change-12,298 (-100%)
Value$0 (-$185.0K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 11,351
Change-11,351 (-100%)
Value$0 (-$170.7K)
Filed 2026-11-05
Nkcfo LLC
CLOSED
Shares0 from 6,795
Change-6,795 (-100%)
Value$0 (-$102.0K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$15.0K)
Filed 2026-11-02
Summit Securities Group LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$10.3K)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-29
Lanark Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$512)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 4,092,378
Change-4,092,378 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,218,774
Change-2,218,774 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,899,225
Change-1,899,225 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,760,476
Change-1,760,476 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 993,640
Change-993,640 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 975,573
Change-975,573 (-100%)
Value—
State Street Corp
N/A
Shares— from 936,604
Change-936,604 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 854,960
Change-854,960 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 815,138
Change-815,138 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 757,344
Change-757,344 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 573,648
Change-573,648 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 503,668
Change-503,668 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 502,253
Change-502,253 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 470,442
Change-470,442 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 427,314
Change-427,314 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 340,100
Change-340,100 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 324,653
Change-324,653 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 294,139
Change-294,139 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 236,807
Change-236,807 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 235,008
Change-235,008 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 213,686
Change-213,686 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 213,461
Change-213,461 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 191,850
Change-191,850 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 168,908
Change-168,908 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 166,534
Change-166,534 (-100%)
Value—
UBS Group AG
N/A
Shares— from 160,293
Change-160,293 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 151,791
Change-151,791 (-100%)
Value—
Man Group plc
N/A
Shares— from 151,473
Change-151,473 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 150,685
Change-150,685 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 131,689
Change-131,689 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 130,408
Change-130,408 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 125,744
Change-125,744 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 125,673
Change-125,673 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 121,773
Change-121,773 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 113,347
Change-113,347 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 103,191
Change-103,191 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 94,829
Change-94,829 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 93,477
Change-93,477 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80,236
Change-80,236 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 78,870
Change-78,870 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 62,068
Change-62,068 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 56,354
Change-56,354 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 49,604
Change-49,604 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 48,381
Change-48,381 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 48,274
Change-48,274 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 47,759
Change-47,759 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 44,440
Change-44,440 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 42,855
Change-42,855 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 42,535
Change-42,535 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 36,647
Change-36,647 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 36,335
Change-36,335 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 35,877
Change-35,877 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 35,096
Change-35,096 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 34,626
Change-34,626 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 32,058
Change-32,058 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 29,235
Change-29,235 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 27,664
Change-27,664 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 27,641
Change-27,641 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 25,281
Change-25,281 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 22,326
Change-22,326 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 21,973
Change-21,973 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 21,940
Change-21,940 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 21,661
Change-21,661 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 21,122
Change-21,122 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 20,876
Change-20,876 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 20,766
Change-20,766 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 20,530
Change-20,530 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 20,431
Change-20,431 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 19,791
Change-19,791 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19,658
Change-19,658 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,312
Change-19,312 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 17,909
Change-17,909 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,126
Change-17,126 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,428
Change-16,428 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,881
Change-15,881 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 15,036
Change-15,036 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 14,503
Change-14,503 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 13,826
Change-13,826 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 13,598
Change-13,598 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 13,542
Change-13,542 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 13,392
Change-13,392 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 13,265
Change-13,265 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 12,078
Change-12,078 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,563
Change-11,563 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,100
Change-11,100 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,420
Change-10,420 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,355
Change-4,355 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 844
Change-844 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 550
Change-550 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 268
Change-268 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Quarry LP
N/A
Shares— from 106
Change-106 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,695,1872,678,761+16,426+1%$40.3M$37.9M-$2.4M2026-11-04
Geode Capital Management, LLC
INCREASED1,485,6731,316,636+169,037+13%$19.8M$20.9M+$1.1M2026-11-06
Bank of New York Mellon Corp
INCREASED430,422427,046+3,376+1%$6.4M$6.1M-$371.0K2026-11-05
MacKenzie Financial Corp
INCREASED325,75352,833+272,920+517%$794.6K$4.6M+$3.8M2026-11-02
Y-Intercept (Hong Kong) Ltd
INCREASED160,683129,418+31,265+24%$1.9M$2.3M+$312.8K2026-10-16
Russell Investments Group, Ltd.
INCREASED119,50254,924+64,578+118%$832.8K$1.7M+$847.4K2026-11-06
Aviance Capital Partners, LLC
INCREASED113,059110,055+3,004+3%$1.7M$1.6M-$65.6K2026-10-29
Principal Financial Group Inc
NEW87,359—+87,359——$1.2M—2026-11-02
Lesa Sroufe & Co
DECREASED85,66686,094-4280%$1.3M$1.2K-$1.3M2026-10-29
Creative Planning
INCREASED71,40539,420+31,985+81%$592.9K$1.0M+$411.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED66,70662,441+4,265+7%$939.1K$937.9K-$1.2K2026-11-02
Sky Investment Group LLC
NEW49,456—+49,456——$695.4K—2026-10-30
Alps Advisors Inc
NEW43,960—+43,960——$618.1K—2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW42,206—+42,206——$593.4K—2026-10-27
Deutsche Bank Ag\
DECREASED39,45744,902-5,445-12%$675.3K$554.8K-$120.6K2026-11-06
Roman Butler Fullerton & Co
DECREASED38,64038,769-1290%$607.1K$571.1K-$36.0K2026-10-27
LPL Financial LLC
DECREASED35,59538,890-3,295-8%$584.9K$500.5K-$84.4K2026-11-06
Prospera Financial Services Inc
DECREASED33,88833,982-940%$511.1K$446.7K-$64.4K2026-11-04
Commonwealth Equity Services, LLC
INCREASED25,47821,243+4,235+20%$319.5K$358.2K+$38.7K2026-11-02
Sterling Capital Management LLC
INCREASED21,49818,692+2,806+15%$281.1K$302.3K+$21.1K2026-10-22
State of Wyoming
DECREASED20,32422,767-2,443-11%$342.4K$285.8K-$56.7K2026-10-28
Citigroup Inc
DECREASED19,90829,420-9,512-32%$442.5K$279.9K-$162.6K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED18,54612,073+6,473+54%$188.3K$265.4K+$77.1K2026-10-13
Barclays PLC
INCREASED18,14912,701+5,448+43%$191.0K$255.2K+$64.2K2026-11-06
Ritholtz Wealth Management
NEW16,621—+16,621——$233.7K—2026-11-05
HB Wealth Management, LLC
NEW10,501—+10,501——$147.6K—2026-10-23
Mirae Asset Global Investments Co., Ltd.
UNCHANGED4,4334,43300%$66.7K$62.3K-$4.3K2026-11-03
Rydar Equities, Inc.
NEW4,000—+4,000——$58.0K—2026-10-13
Larson Financial Group LLC
UNCHANGED2,8522,85200%$42.9K$40.1K-$2.8K2026-11-05
State of Alaska, Department of Revenue
UNCHANGED2,3542,35400%$35$33-$22026-10-15
IFP Advisors, Inc
INCREASED2,0671,465+602+41%$22.0K$29.1K+$7.0K2026-10-16
Allworth Financial LP
INCREASED1,9391,782+157+9%$26.8K$29.2K+$2.4K2026-11-06
Spire Wealth Management
INCREASED1,9221,911+11+1%$28.7K$27.0K-$1.7K2026-10-30
PNC Financial Services Group, Inc.
INCREASED1,8601,664+196+12%$25.0K$26.2K+$1.1K2026-11-06
Nfsg Corp
INCREASED1,8161,800+16+1%$27.1K$25.5K-$1.5K2026-10-15
Legacy Bridge, LLC
UNCHANGED1,6301,63000%$24.5K$22.9K-$1.6K2026-10-28
SJS Investment Consulting Inc.
INCREASED1,25337+1,216+3286%$557$17.6K+$17.1K2026-10-26
FNY Investment Advisers, LLC
NEW1,000—+1,000——$14—2026-10-16
Covestor Ltd
INCREASED912908+4+0%$14$13-$12026-10-30
Adkins Seale Capital Management LLC
UNCHANGED91091000%$13.7K$12.8K-$8912026-10-27
Nisa Investment Advisors, LLC
UNCHANGED88288200%$13.3K$12.5K-$7492026-10-20
Fortis Group Advisors, LLC
UNCHANGED67467400%$10.1K$9.5K-$6612026-11-06
Versant Capital Management, Inc
UNCHANGED61361300%$9.2K$8.6K-$6012026-10-02
SBI Securities Co., Ltd.
INCREASED611396+215+54%$6.0K$8.6K+$2.6K2026-10-22
Farther Finance Advisors, LLC
INCREASED604104+500+481%$1.6K$8.5K+$6.9K2026-10-08
Provenance Wealth Advisors, LLC
NEW470—+470——$6.6K—2026-10-30
Nova Financial LLC
NEW456—+456——$6.4K—2026-11-04
US Bancorp \de\
UNCHANGED40940900%$6.2K$5.8K-$4002026-11-05
Harbor Capital Advisors, Inc.
DECREASED399414-15-4%$6$6$02026-10-22
Root Financial Partners, LLC
NEW354—+354——$5.0K—2026-10-21
Tsfg, LLC
UNCHANGED34234200%$5$5$02026-10-23
Winch Advisory Services, LLC
INCREASED331329+2+1%$4.9K$4.7K-$2822026-11-06
EverSource Wealth Advisors, LLC
INCREASED31799+218+220%$1.5K$4.5K+$3.0K2026-11-04
Signaturefd, LLC
UNCHANGED30030000%$4.5K$4.2K-$2942026-10-23
Gamma Investing LLC
INCREASED291272+19+7%$4.1K$4.1K$02026-10-08
Essential Partners LLC
INCREASED287122+165+135%$1.8K$4.0K+$2.2K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED243241+2+1%$3.6K$3.4K-$2082026-11-04
Archer Investment Corp
INCREASED226224+2+1%$3.4K$3.2K-$1922026-11-05
Vermillion Wealth Management, Inc.
UNCHANGED21021000%$3.2K$3.0K-$2052026-10-26
Markowski Investments
UNCHANGED20020000%$3.0K$2.8K-$1962026-10-30
Hilton Head Capital Partners, LLC
INCREASED168166+2+1%$2.5K$2.4K-$1432026-10-23
Barrett & Company, Inc.
UNCHANGED15015000%$2.3K$2.1K-$1472026-10-22
Leonteq Securities AG
UNCHANGED12012000%$1.8K$1.7K-$1182026-10-29
Fifth Third Bancorp
DECREASED109129-20-15%$1.9K$1.5K-$4082026-11-05
Tradewinds Capital Management, LLC
UNCHANGED10010000%$1.5K$1.4K-$982026-10-23
Costello Asset Management, Inc
UNCHANGED10010000%$1.5K$1.4K-$982026-10-30
Parallel Advisors, LLC
UNCHANGED989800%$1.5K$1.4K-$962026-11-03
Clearstead Advisors, LLC
INCREASED8916+73+456%$242$1.3K+$1.0K2026-11-06
Ascentis Wealth Management, LLC
NEW59—+59——$829—2026-11-03
Mountain Hill Investment Partners Corp.
UNCHANGED404000%$602$562-$402026-10-23
True Wealth Design, LLC
INCREASED358+27+338%$121$493+$3722026-10-13
First Premier Bank
NEW20—+20——$0—2026-10-13
Rossby Financial, LCC
INCREASED87+1+14%$105$112+$72026-11-05
Assetmark, Inc
INCREASED31+2+200%$15$42+$272026-10-21
Hughes Financial Services, LLC
UNCHANGED1100%$15$14-$12026-10-30
SummerHaven Investment Management, LLC
CLOSED091,344-91,344-100%$1.4M$0-$1.4M2026-10-19
Cambridge Investment Research Advisors, Inc.
CLOSED082,766-82,766-100%$1.2M$0-$1.2M2026-11-02
Imc-Chicago, LLC
CLOSED029,225-29,225-100%$439.5K$0-$439.5K2026-11-05
Regions Financial Corp
CLOSED028,918-28,918-100%$434.9K$0-$434.9K2026-11-05
Exchange Traded Concepts, LLC
CLOSED016,899-16,899-100%$254.2K$0-$254.2K2026-10-28
Avantax Planning Partners, Inc.
CLOSED016,631-16,631-100%$250.1K$0-$250.1K2026-11-03
R Squared Ltd
CLOSED012,298-12,298-100%$185.0K$0-$185.0K2026-11-06
J.W. Cole Advisors, Inc.
CLOSED011,351-11,351-100%$170.7K$0-$170.7K2026-11-05
Nkcfo LLC
CLOSED06,795-6,795-100%$102.0K$0-$102.0K2026-11-04
International Assets Investment Management, LLC
CLOSED01,000-1,000-100%$15.0K$0-$15.0K2026-11-02
Summit Securities Group LLC
CLOSED0683-683-100%$10.3K$0-$10.3K2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED0455-455-100%$6.8K$0-$6.8K2026-10-29
Lanark Financial, Inc.
CLOSED0100-100-100%$1.5K$0-$1.5K2026-10-26
Cornerstone Planning Group LLC
CLOSED035-35-100%$512$0-$5122026-10-16
BlackRock, Inc.
N/A—4,092,378-4,092,378-100%$61.5M———
Renaissance Technologies LLC
N/A—2,218,774-2,218,774-100%$33.4M———
Vanguard Capital Management LLC
N/A—1,899,225-1,899,225-100%$28.6M———
Two Sigma Investments, LP
N/A—1,760,476-1,760,476-100%$26.5M———
Charles Schwab Investment Management Inc
N/A—993,640-993,640-100%$14.9M———
Goldman Sachs Group Inc
N/A—975,573-975,573-100%$14.7M———
State Street Corp
N/A—936,604-936,604-100%$14.1M———
Arrowstreet Capital, Limited Partnership
N/A—854,960-854,960-100%$12.9M———
Qube Research & Technologies Ltd
N/A—815,138-815,138-100%$12.3M———
American Century Companies Inc
N/A—757,344-757,344-100%$11.4M———
Trexquant Investment LP
N/A—573,648-573,648-100%$8.6M———
Allianz Asset Management GmbH
N/A—503,668-503,668-100%$7.6M———
AQR Capital Management LLC
N/A—502,253-502,253-100%$7.6M———
Vanguard Portfolio Management LLC
N/A—470,442-470,442-100%$7.1M———
Northern Trust Corp
N/A—427,314-427,314-100%$6.4M———
Morgan Stanley
N/A—340,100-340,100-100%$5.1M———
Point72 Asset Management, L.P.
N/A—324,653-324,653-100%$4.9M———
Vanguard Fiduciary Trust Co
N/A—294,139-294,139-100%$4.4M———
HRT Financial LP
N/A—236,807-236,807-100%$3.6M———
Marshall Wace, LLP
N/A—235,008-235,008-100%$3.5M———
Citadel Advisors LLC
N/A—213,686-213,686-100%$3.2M———
Acadian Asset Management LLC
N/A—213,461-213,461-100%$3.2M———
LOS Angeles Capital Management LLC
N/A—191,850-191,850-100%$2.9M———
First Trust Advisors LP
N/A—168,908-168,908-100%$2.5M———
Squarepoint Ops LLC
N/A—166,534-166,534-100%$2.5M———
UBS Group AG
N/A—160,293-160,293-100%$2.4M———
State Board of Administration of Florida Retirement System
N/A—151,791-151,791-100%$2.3M———
Man Group plc
N/A—151,473-151,473-100%$2.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—150,685-150,685-100%$2.3M———
PDT Partners, LLC
N/A—131,689-131,689-100%$2.0M———
Pacer Advisors, Inc.
N/A—130,408-130,408-100%$2.0M———
Quantinno Capital Management LP
N/A—125,744-125,744-100%$1.9M———
Tudor Investment Corp ET AL
N/A—125,673-125,673-100%$1.9M———
Landscape Capital Management, L.L.C.
N/A—121,773-121,773-100%$1.8M———
Invesco Ltd.
N/A—113,347-113,347-100%$1.7M———
Nuveen, LLC
N/A—103,191-103,191-100%$1.6M———
Prudential Financial Inc
N/A—94,829-94,829-100%$1.4M———
JPMorgan Chase & Co
N/A—93,477-93,477-100%$1.4M———
Royal Bank of Canada
N/A—80,236-80,236-100%$1.2M———
Franklin Resources Inc
N/A—78,870-78,870-100%$1.2M———
Osaic Holdings, Inc.
N/A—62,068-62,068-100%$933.5K———
Rhumbline Advisers
N/A—56,354-56,354-100%$847.6K———
Bank of America Corp
N/A—49,604-49,604-100%$746.0K———
Wells Fargo & Company
N/A—48,381-48,381-100%$727.6K———
State of Wisconsin Investment Board
N/A—48,274-48,274-100%$726.0K———
Centiva Capital, LP
N/A—47,759-47,759-100%$718.3K———
Millennium Management LLC
N/A—44,440-44,440-100%$668.4K———
FOX RUN Management, L.L.C.
N/A—42,855-42,855-100%$644.5K———
Raymond James Financial Inc
N/A—42,535-42,535-100%$639.7K———
Price T Rowe Associates Inc
N/A—36,647-36,647-100%$552.0K———
Alliancebernstein L.P.
N/A—36,335-36,335-100%$520.7K———
Independent Advisor Alliance
N/A—35,877-35,877-100%$539.6K———
Odyssean, LLC
N/A—35,096-35,096-100%$527.8K———
Mercer Global Advisors Inc
N/A—34,626-34,626-100%$520.8K———
Lazard Asset Management LLC
N/A—32,058-32,058-100%$482.2K———
MetLife Investment Management, LLC
N/A—29,235-29,235-100%$439.7K———
XTX Topco Ltd
N/A—27,664-27,664-100%$416.1K———
Virtu Financial LLC
N/A—27,641-27,641-100%$416.0K———
Magnetar Financial LLC
N/A—25,281-25,281-100%$380.2K———
Fidelis Capital Partners, LLC
N/A—22,326-22,326-100%$335.8K———
Graham Capital Management, L.P.
N/A—21,973-21,973-100%$330.5K———
Algert Global LLC
N/A—21,940-21,940-100%$330.0K———
Vident Advisory, LLC
N/A—21,661-21,661-100%$325.8K———
SEI Investments Co
N/A—21,122-21,122-100%$319.3K———
Engineers Gate Manager LP
N/A—21,070-21,070-100%$316.9K———
Voya Investment Management LLC
N/A—20,916-20,916-100%$314.6K———
HighTower Advisors, LLC
N/A—20,876-20,876-100%$314.0K———
Walleye Capital LLC
N/A—20,766-20,766-100%$312.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—20,530-20,530-100%$308.8K———
Campbell & Co Investment Adviser LLC
N/A—20,431-20,431-100%$307.3K———
Mariner, LLC
N/A—19,965-19,965-100%$300.4K———
Dynamic Technology Lab Private Ltd
N/A—19,791-19,791-100%$298.0K———
Jones Financial Companies Lllp
N/A—19,658-19,658-100%$299.4K———
BNP Paribas Financial Markets
N/A—19,312-19,312-100%$290.5K———
Cornerstone Investment Partners, LLC
N/A—17,909-17,909-100%$269.4K———
Vanguard Global Advisers, LLC
N/A—17,126-17,126-100%$257.6K———
D. E. Shaw & Co., Inc.
N/A—16,537-16,537-100%$248.7K———
Stifel Financial Corp
N/A—16,428-16,428-100%$247.1K———
Susquehanna International Group, LLP
N/A—15,881-15,881-100%$238.9K———
Cetera Investment Advisers
N/A—15,036-15,036-100%$226.1K———
Oxford Asset Management LLP
N/A—14,503-14,503-100%$218.1K———
Police & Firemen's Retirement System of New Jersey
N/A—13,826-13,826-100%$207.9K———
GSA Capital Partners LLP
N/A—13,598-13,598-100%$205.0K———
Intech Investment Management LLC
N/A—13,542-13,542-100%$203.7K———
Tidal Investments LLC
N/A—13,392-13,392-100%$199.7K———
Prelude Capital Management, LLC
N/A—13,265-13,265-100%$199.5K———
Empowered Funds, LLC
N/A—13,082-13,082-100%$195.1K———
FMR LLC
N/A—12,667-12,667-100%$190.5K———
Ameriprise Financial Inc
N/A—12,078-12,078-100%$181.6K———
Manufacturers Life Insurance Company, the
N/A—11,563-11,563-100%$173.9K———
SG Americas Securities, LLC
N/A—11,100-11,100-100%$167.0K———
Gotham Asset Management, LLC
N/A—11,048-11,048-100%$166.2K———
Cerity Partners LLC
N/A—10,420-10,420-100%$156.7K———
Tower Research Capital LLC (TRC)
N/A—4,521-4,521-100%$68.0K———
Quantbot Technologies LP
N/A—4,355-4,355-100%$65.5K———
Legal & General Group Plc
N/A—4,339-4,339-100%$65.3K———
Rockefeller Capital Management L.P.
N/A—4,025-4,025-100%$60.5K———
Public Employees Retirement System of Ohio
N/A—3,929-3,929-100%$59.1K———
Ameritas Investment Partners, Inc.
N/A—3,707-3,707-100%$55.8K———
Huntington National Bank
N/A—2,084-2,084-100%$31.3K———
Arax Advisory Partners
N/A—1,574-1,574-100%$23.7K———
Harbour Investments, Inc.
N/A—1,114-1,114-100%$16.8K———
Rothschild Investment LLC
N/A—987-987-100%$14.8K———
SOA Wealth Advisors, Llc.
N/A—844-844-100%$12.7K———
Steward Partners Investment Advisory, LLC
N/A—600-600-100%$9.0K———
ST Germain D J Co Inc
N/A—550-550-100%$8.3K———
Strategic Investment Solutions, Inc.
N/A—467-467-100%$7.0K———
Capital Analysts, LLC
N/A—324-324-100%$5———
Global Retirement Partners, LLC
N/A—288-288-100%$4.3K———
NewEdge Advisors, LLC
N/A—280-280-100%$4.2K———
Synergy Investment Management, LLC
N/A—275-275-100%$4.1K———
Northwestern Mutual Wealth Management Co
N/A—268-268-100%$4.0K———
UBS Asset Management Americas LLC
N/A—202-202-100%$3.0K———
Optiver Holding B.V.
N/A—189-189-100%$2.8K———
Smartleaf Asset Management LLC
N/A—189-189-100%$2.9K———
Swan Capital LLC
N/A—132-132-100%$2.0K———
Quarry LP
N/A—106-106-100%$1.6K———
Basecamp Wealth Advisors LLC
N/A—73-73-100%$1.1K———
SHP Wealth Management
N/A—50-50-100%$752———
JPL Wealth Management, LLC
N/A—18-18-100%$271———
Leo H. Evart, Inc.
N/A—5-5-100%$75———
Showing 210 of 210 institutions