South Plains Financial Inc (SPFI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

DECREASED

Shares434,483 from 434,785

Change-302 (0%)

Value$18.1M (-$601.7K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares411,250 from 397,740

Change+13,510 (+3%)

Value$17.2M (+$26.6K)

Filed 2026-11-06

Polaris Capital Management, LLC

DECREASED

Shares121,000 from 126,000

Change-5,000 (-4%)

Value$5.0M (-$379.4K)

Filed 2026-10-21

MacKenzie Financial Corp

INCREASED

Shares100,603 from 53,855

Change+46,748 (+87%)

Value$4.2M (+$1.9M)

Filed 2026-11-02

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares81,373 from 81,373

Change0 (0%)

Value$3.4M (-$110.3K)

Filed 2026-10-27

Bank of New York Mellon Corp

INCREASED

Shares64,176 from 63,943

Change+233 (+0%)

Value$2.7M (-$76.9K)

Filed 2026-11-05

Russell Investments Group, Ltd.

DECREASED

Shares63,903 from 108,347

Change-44,444 (-41%)

Value$2.7M (-$2.0M)

Filed 2026-11-06

Wedge Capital Management L L P

DECREASED

Shares55,582 from 55,944

Change-362 (-1%)

Value$2.3M (-$90.9K)

Filed 2026-10-13

Deprince Race & Zollo Inc

DECREASED

Shares54,879 from 101,063

Change-46,184 (-46%)

Value$2.3M (-$2.1M)

Filed 2026-10-13

Fisher Asset Management, LLC

DECREASED

Shares43,246 from 43,254

Change-8 (0%)

Value$1.8M (-$58.9K)

Filed 2026-11-06

Legacy Wealth Management, LLC / MS

UNCHANGED

Shares38,500 from 38,500

Change0 (0%)

Value$1.6M (-$52.2K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares37,341 from 35,646

Change+1,695 (+5%)

Value$1.6M (+$22.4K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares29,174 from 24,956

Change+4,218 (+17%)

Value$1.2M (+$142.2K)

Filed 2026-11-02

SummerHaven Investment Management, LLC

INCREASED

Shares21,539 from 20,148

Change+1,391 (+7%)

Value$898.8K (+$30.7K)

Filed 2026-10-19

Salzhauer Michael

DECREASED

Shares16,573 from 26,431

Change-9,858 (-37%)

Value$691.6K (-$447.2K)

Filed 2026-10-28

Inscription Capital, LLC

DECREASED

Shares16,258 from 17,258

Change-1,000 (-6%)

Value$678.4K (-$65.1K)

Filed 2026-11-02

Deutsche Bank Ag\

DECREASED

Shares13,736 from 15,327

Change-1,591 (-10%)

Value$573.2K (-$87.2K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares12,208 from 16,609

Change-4,401 (-26%)

Value$509.4K (-$206.2K)

Filed 2026-11-04

Princeton Capital Management LLC

INCREASED

Shares11,000 from 5,000

Change+6,000 (+120%)

Value$459.0K (+$243.6K)

Filed 2026-10-27

Fifth Third Bancorp

UNCHANGED

Shares9,892 from 9,892

Change0 (0%)

Value$412.8K (-$13.4K)

Filed 2026-11-05

Primoris Wealth Advisors, LLC

UNCHANGED

Shares9,625 from 9,625

Change0 (0%)

Value$401.7K (-$13.0K)

Filed 2026-10-28

Strs Ohio

DECREASED

Shares9,600 from 16,800

Change-7,200 (-43%)

Value$400.6K (-$323.2K)

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares7,998 from 36,328

Change-28,330 (-78%)

Value$333.8K (-$1.2M)

Filed 2026-10-16

LPL Financial LLC

INCREASED

Shares7,811 from 6,989

Change+822 (+12%)

Value$326.0K (+$24.9K)

Filed 2026-11-06

Thrivent Financial for Lutherans

DECREASED

Shares5,797 from 14,417

Change-8,620 (-60%)

Value$242 (-$620.8K)

Filed 2026-11-05

Diversified Trust Co

NEW

Shares4,928

Change+4,928

Value$205.6K

Filed 2026-11-06

State of Alaska, Department of Revenue

INCREASED

Shares1,639 from 1,571

Change+68 (+4%)

Value$68 (-$39.0K)

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

UNCHANGED

Shares1,486 from 1,486

Change0 (0%)

Value$62.0K (-$2.0K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

INCREASED

Shares1,087 from 931

Change+156 (+17%)

Value$45.4K (+$5.2K)

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares523 from 523

Change0 (0%)

Value$21.8K (-$708)

Filed 2026-10-02

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares424 from 424

Change0 (0%)

Value$17.7K (-$574)

Filed 2026-10-05

Sterling Capital Management LLC

DECREASED

Shares315 from 316

Change-1 (0%)

Value$13.1K (-$470)

Filed 2026-10-22

Covestor Ltd

NEW

Shares202

Change+202

Value$8

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares172 from 158

Change+14 (+9%)

Value$7.4K (+$603)

Filed 2026-11-06

PNC Financial Services Group, Inc.

DECREASED

Shares145 from 182

Change-37 (-20%)

Value$6.1K (-$1.8K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares119 from 83

Change+36 (+43%)

Value$5.0K (+$1.4K)

Filed 2026-11-04

IFP Advisors, Inc

INCREASED

Shares117 from 112

Change+5 (+4%)

Value$4.9K (+$56)

Filed 2026-10-16

Mather Group, Llc.

NEW

Shares114

Change+114

Value$4.8K

Filed 2026-10-14

Gamma Investing LLC

UNCHANGED

Shares95 from 95

Change0 (0%)

Value$4.0K (-$129)

Filed 2026-10-08

US Bancorp \de\

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$3.3K (-$108)

Filed 2026-11-05

Essential Partners LLC

INCREASED

Shares58 from 56

Change+2 (+4%)

Value$2.4K (+$7)

Filed 2026-10-14

Clearstead Advisors, LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$2.0K (-$65)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares33 from 29

Change+4 (+14%)

Value$1.4K (+$122)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares23

Change+23

Value$960

Filed 2026-10-21

Signaturefd, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$709 (-$23)

Filed 2026-10-23

True Wealth Design, LLC

INCREASED

Shares14 from 6

Change+8 (+133%)

Value$585 (+$326)

Filed 2026-10-13

James T. Borello RIA

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$334 (-$11)

Filed 2026-10-16

Larson Financial Group LLC

NEW

Shares7

Change+7

Value$292

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares7 from 5

Change+2 (+40%)

Value$293 (+$77)

Filed 2026-10-26

Assetmark, Inc

NEW

Shares4

Change+4

Value$167

Filed 2026-10-21

Caitong International Asset Management Co., Ltd

INCREASED

Shares3 from 2

Change+1 (+50%)

Value$125 (+$39)

Filed 2026-10-29

Provenance Wealth Advisors, LLC

NEW

Shares2

Change+2

Value$83

Filed 2026-10-30

Arista Wealth Management, LLC

CLOSED

Shares0 from 12,172

Change-12,172 (-100%)

Value$0 (-$524.4K)

Filed 2026-10-29

Truist Financial Corp

CLOSED

Shares0 from 5,887

Change-5,887 (-100%)

Value$0 (-$253.6K)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 1,430,745

Change-1,430,745 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 642,137

Change-642,137 (-100%)

Value—

State Street Corp

N/A

Shares— from 529,620

Change-529,620 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 497,482

Change-497,482 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 464,902

Change-464,902 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 400,667

Change-400,667 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 311,615

Change-311,615 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 172,097

Change-172,097 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 143,247

Change-143,247 (-100%)

Value—

Boston Partners

N/A

Shares— from 126,401

Change-126,401 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 126,306

Change-126,306 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 120,253

Change-120,253 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 116,864

Change-116,864 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 99,122

Change-99,122 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 95,130

Change-95,130 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 92,397

Change-92,397 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 92,395

Change-92,395 (-100%)

Value—

Callahan Advisors, LLC

N/A

Shares— from 90,944

Change-90,944 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 64,273

Change-64,273 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 62,028

Change-62,028 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 61,832

Change-61,832 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 59,374

Change-59,374 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 55,097

Change-55,097 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 54,406

Change-54,406 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 45,721

Change-45,721 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 42,786

Change-42,786 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,419

Change-42,419 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 38,848

Change-38,848 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 35,475

Change-35,475 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 31,901

Change-31,901 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 26,619

Change-26,619 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 26,420

Change-26,420 (-100%)

Value—

UBS Group AG

N/A

Shares— from 26,411

Change-26,411 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 26,233

Change-26,233 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 25,498

Change-25,498 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 23,959

Change-23,959 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 23,588

Change-23,588 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 22,864

Change-22,864 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 22,300

Change-22,300 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 21,357

Change-21,357 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 19,330

Change-19,330 (-100%)

Value—

Icon Wealth Advisors, LLC

N/A

Shares— from 19,250

Change-19,250 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 18,637

Change-18,637 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 17,786

Change-17,786 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 17,257

Change-17,257 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 16,010

Change-16,010 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 15,840

Change-15,840 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 15,736

Change-15,736 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 15,251

Change-15,251 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 14,362

Change-14,362 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,152

Change-13,152 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 13,035

Change-13,035 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 12,898

Change-12,898 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 12,816

Change-12,816 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 12,364

Change-12,364 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,798

Change-11,798 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 11,168

Change-11,168 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 11,049

Change-11,049 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,369

Change-10,369 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,900

Change-9,900 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 9,767

Change-9,767 (-100%)

Value—

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 9,624

Change-9,624 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 9,428

Change-9,428 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 9,258

Change-9,258 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,195

Change-9,195 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 8,994

Change-8,994 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 8,800

Change-8,800 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 8,411

Change-8,411 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 7,761

Change-7,761 (-100%)

Value—

Allstate Corp

N/A

Shares— from 7,751

Change-7,751 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 7,635

Change-7,635 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 7,554

Change-7,554 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 7,507

Change-7,507 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,231

Change-7,231 (-100%)

Value—

Mirabella Financial Services LLP

N/A

Shares— from 7,216

Change-7,216 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 6,775

Change-6,775 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 5,958

Change-5,958 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,552

Change-5,552 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 5,298

Change-5,298 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 5,043

Change-5,043 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 5,010

Change-5,010 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 4,800

Change-4,800 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 4,731

Change-4,731 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,633

Change-4,633 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,577

Change-4,577 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,516

Change-4,516 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 4,122

Change-4,122 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 4,024

Change-4,024 (-100%)

Value—

South Plains Financial, Inc.

N/A

Shares— from 3,328

Change-3,328 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 3,048

Change-3,048 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 2,900

Change-2,900 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,659

Change-2,659 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,400

Change-2,400 (-100%)

Value—

Amova Asset Management Americas, Inc.

N/A

Shares— from 1,747

Change-1,747 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,425

Change-1,425 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 869

Change-869 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 688

Change-688 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 572

Change-572 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 476

Change-476 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 124

Change-124 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 113

Change-113 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 49

Change-49 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 14

Change-14 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	434,483	434,785	-302	0%	$18.7M	$18.1M	-$601.7K	2026-11-04
Geode Capital Management, LLC	INCREASED	411,250	397,740	+13,510	+3%	$17.1M	$17.2M	+$26.6K	2026-11-06
Polaris Capital Management, LLC	DECREASED	121,000	126,000	-5,000	-4%	$5.4M	$5.0M	-$379.4K	2026-10-21
MacKenzie Financial Corp	INCREASED	100,603	53,855	+46,748	+87%	$2.3M	$4.2M	+$1.9M	2026-11-02
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	81,373	81,373	0	0%	$3.5M	$3.4M	-$110.3K	2026-10-27
Bank of New York Mellon Corp	INCREASED	64,176	63,943	+233	+0%	$2.8M	$2.7M	-$76.9K	2026-11-05
Russell Investments Group, Ltd.	DECREASED	63,903	108,347	-44,444	-41%	$4.7M	$2.7M	-$2.0M	2026-11-06
Wedge Capital Management L L P	DECREASED	55,582	55,944	-362	-1%	$2.4M	$2.3M	-$90.9K	2026-10-13
Deprince Race & Zollo Inc	DECREASED	54,879	101,063	-46,184	-46%	$4.4M	$2.3M	-$2.1M	2026-10-13
Fisher Asset Management, LLC	DECREASED	43,246	43,254	-8	0%	$1.9M	$1.8M	-$58.9K	2026-11-06
Legacy Wealth Management, LLC / MS	UNCHANGED	38,500	38,500	0	0%	$1.7M	$1.6M	-$52.2K	2026-10-30
Barclays PLC	INCREASED	37,341	35,646	+1,695	+5%	$1.5M	$1.6M	+$22.4K	2026-11-06
Creative Planning	INCREASED	29,174	24,956	+4,218	+17%	$1.1M	$1.2M	+$142.2K	2026-11-02
SummerHaven Investment Management, LLC	INCREASED	21,539	20,148	+1,391	+7%	$868.1K	$898.8K	+$30.7K	2026-10-19
Salzhauer Michael	DECREASED	16,573	26,431	-9,858	-37%	$1.1M	$691.6K	-$447.2K	2026-10-28
Inscription Capital, LLC	DECREASED	16,258	17,258	-1,000	-6%	$743.6K	$678.4K	-$65.1K	2026-11-02
Deutsche Bank Ag\	DECREASED	13,736	15,327	-1,591	-10%	$660.4K	$573.2K	-$87.2K	2026-11-06
Citigroup Inc	DECREASED	12,208	16,609	-4,401	-26%	$715.6K	$509.4K	-$206.2K	2026-11-04
Princeton Capital Management LLC	INCREASED	11,000	5,000	+6,000	+120%	$215.4K	$459.0K	+$243.6K	2026-10-27
Fifth Third Bancorp	UNCHANGED	9,892	9,892	0	0%	$426.2K	$412.8K	-$13.4K	2026-11-05
Primoris Wealth Advisors, LLC	UNCHANGED	9,625	9,625	0	0%	$414.7K	$401.7K	-$13.0K	2026-10-28
Strs Ohio	DECREASED	9,600	16,800	-7,200	-43%	$723.8K	$400.6K	-$323.2K	2026-10-30
Y-Intercept (Hong Kong) Ltd	DECREASED	7,998	36,328	-28,330	-78%	$1.6M	$333.8K	-$1.2M	2026-10-16
LPL Financial LLC	INCREASED	7,811	6,989	+822	+12%	$301.1K	$326.0K	+$24.9K	2026-11-06
Thrivent Financial for Lutherans	DECREASED	5,797	14,417	-8,620	-60%	$621.0K	$242	-$620.8K	2026-11-05
Diversified Trust Co	NEW	4,928	—	+4,928	—	—	$205.6K	—	2026-11-06
State of Alaska, Department of Revenue	INCREASED	1,639	1,571	+68	+4%	$39.0K	$68	-$39.0K	2026-10-15
Mirae Asset Global Investments Co., Ltd.	UNCHANGED	1,486	1,486	0	0%	$64.0K	$62.0K	-$2.0K	2026-11-03
Nisa Investment Advisors, LLC	INCREASED	1,087	931	+156	+17%	$40.1K	$45.4K	+$5.2K	2026-10-20
Versant Capital Management, Inc	UNCHANGED	523	523	0	0%	$22.5K	$21.8K	-$708	2026-10-02
MassMutual Private Wealth & Trust, FSB	UNCHANGED	424	424	0	0%	$18.3K	$17.7K	-$574	2026-10-05
Sterling Capital Management LLC	DECREASED	315	316	-1	0%	$13.6K	$13.1K	-$470	2026-10-22
Covestor Ltd	NEW	202	—	+202	—	—	$8	—	2026-10-30
Allworth Financial LP	INCREASED	172	158	+14	+9%	$6.8K	$7.4K	+$603	2026-11-06
PNC Financial Services Group, Inc.	DECREASED	145	182	-37	-20%	$7.8K	$6.1K	-$1.8K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	119	83	+36	+43%	$3.6K	$5.0K	+$1.4K	2026-11-04
IFP Advisors, Inc	INCREASED	117	112	+5	+4%	$4.8K	$4.9K	+$56	2026-10-16
Mather Group, Llc.	NEW	114	—	+114	—	—	$4.8K	—	2026-10-14
Gamma Investing LLC	UNCHANGED	95	95	0	0%	$4.1K	$4.0K	-$129	2026-10-08
US Bancorp \de\	UNCHANGED	80	80	0	0%	$3.4K	$3.3K	-$108	2026-11-05
Essential Partners LLC	INCREASED	58	56	+2	+4%	$2.4K	$2.4K	+$7	2026-10-14
Clearstead Advisors, LLC	UNCHANGED	48	48	0	0%	$2.1K	$2.0K	-$65	2026-11-06
Farther Finance Advisors, LLC	INCREASED	33	29	+4	+14%	$1.3K	$1.4K	+$122	2026-10-08
Root Financial Partners, LLC	NEW	23	—	+23	—	—	$960	—	2026-10-21
Signaturefd, LLC	UNCHANGED	17	17	0	0%	$732	$709	-$23	2026-10-23
True Wealth Design, LLC	INCREASED	14	6	+8	+133%	$259	$585	+$326	2026-10-13
James T. Borello RIA	UNCHANGED	8	8	0	0%	$345	$334	-$11	2026-10-16
Larson Financial Group LLC	NEW	7	—	+7	—	—	$292	—	2026-11-05
SJS Investment Consulting Inc.	INCREASED	7	5	+2	+40%	$216	$293	+$77	2026-10-26
Assetmark, Inc	NEW	4	—	+4	—	—	$167	—	2026-10-21
Caitong International Asset Management Co., Ltd	INCREASED	3	2	+1	+50%	$86	$125	+$39	2026-10-29
Provenance Wealth Advisors, LLC	NEW	2	—	+2	—	—	$83	—	2026-10-30
Arista Wealth Management, LLC	CLOSED	0	12,172	-12,172	-100%	$524.4K	$0	-$524.4K	2026-10-29
Truist Financial Corp	CLOSED	0	5,887	-5,887	-100%	$253.6K	$0	-$253.6K	2026-10-30
BlackRock, Inc.	N/A	—	1,430,745	-1,430,745	-100%	$61.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	642,137	-642,137	-100%	$27.7M	—	—	—
State Street Corp	N/A	—	529,620	-529,620	-100%	$22.8M	—	—	—
Acadian Asset Management LLC	N/A	—	497,482	-497,482	-100%	$21.4M	—	—	—
American Century Companies Inc	N/A	—	464,902	-464,902	-100%	$20.0M	—	—	—
JPMorgan Chase & Co	N/A	—	400,667	-400,667	-100%	$17.4M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	311,615	-311,615	-100%	$13.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	172,097	-172,097	-100%	$7.4M	—	—	—
Northern Trust Corp	N/A	—	143,247	-143,247	-100%	$6.2M	—	—	—
Boston Partners	N/A	—	126,401	-126,401	-100%	$5.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	126,306	-126,306	-100%	$5.4M	—	—	—
Panagora Asset Management Inc	N/A	—	120,253	-120,253	-100%	$5.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	116,864	-116,864	-100%	$5.0M	—	—	—
Two Sigma Investments, LP	N/A	—	99,122	-99,122	-100%	$4.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	95,130	-95,130	-100%	$4.1M	—	—	—
Empowered Funds, LLC	N/A	—	92,397	-92,397	-100%	$4.0M	—	—	—
Gabelli Funds LLC	N/A	—	92,395	-92,395	-100%	$4.0M	—	—	—
Callahan Advisors, LLC	N/A	—	90,944	-90,944	-100%	$3.9M	—	—	—
Morgan Stanley	N/A	—	64,273	-64,273	-100%	$2.8M	—	—	—
Quantinno Capital Management LP	N/A	—	62,028	-62,028	-100%	$2.7M	—	—	—
Martingale Asset Management L P	N/A	—	61,832	-61,832	-100%	$2.7M	—	—	—
Venturi Wealth Management, LLC	N/A	—	59,374	-59,374	-100%	$2.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	55,097	-55,097	-100%	$2.4M	—	—	—
First Trust Advisors LP	N/A	—	54,406	-54,406	-100%	$2.3M	—	—	—
SEI Investments Co	N/A	—	45,721	-45,721	-100%	$2.0M	—	—	—
AQR Capital Management LLC	N/A	—	42,786	-42,786	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	42,419	-42,419	-100%	$1.8M	—	—	—
Numerai GP LLC	N/A	—	38,848	-38,848	-100%	$1.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	35,475	-35,475	-100%	$1.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	31,901	-31,901	-100%	$1.4M	—	—	—
Lazard Asset Management LLC	N/A	—	26,619	-26,619	-100%	$1.1M	—	—	—
Alliancebernstein L.P.	N/A	—	26,420	-26,420	-100%	$1.1M	—	—	—
UBS Group AG	N/A	—	26,411	-26,411	-100%	$1.1M	—	—	—
Swiss National Bank	N/A	—	26,233	-26,233	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	25,498	-25,498	-100%	$1.1M	—	—	—
Nuveen, LLC	N/A	—	23,959	-23,959	-100%	$1.0M	—	—	—
Globeflex Capital L P	N/A	—	23,588	-23,588	-100%	$1.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	22,864	-22,864	-100%	$985.1K	—	—	—
Victory Capital Management Inc	N/A	—	22,300	-22,300	-100%	$960.8K	—	—	—
Renaissance Technologies LLC	N/A	—	21,357	-21,357	-100%	$920.2K	—	—	—
Invesco Ltd.	N/A	—	19,330	-19,330	-100%	$832.8K	—	—	—
Icon Wealth Advisors, LLC	N/A	—	19,250	-19,250	-100%	$829.4K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	18,637	-18,637	-100%	$803.0K	—	—	—
Rhumbline Advisers	N/A	—	17,786	-17,786	-100%	$766.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	17,257	-17,257	-100%	$743.5K	—	—	—
Quantbot Technologies LP	N/A	—	16,010	-16,010	-100%	$689.8K	—	—	—
Voya Investment Management LLC	N/A	—	15,840	-15,840	-100%	$682.5K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	15,736	-15,736	-100%	$678.0K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	15,251	-15,251	-100%	$657.1K	—	—	—
Voleon Capital Management LP	N/A	—	14,362	-14,362	-100%	$618.8K	—	—	—
Wells Fargo & Company	N/A	—	13,152	-13,152	-100%	$566.7K	—	—	—
Tidal Investments LLC	N/A	—	13,035	-13,035	-100%	$561.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	12,898	-12,898	-100%	$556.0K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	12,816	-12,816	-100%	$552.2K	—	—	—
California State Teachers Retirement System	N/A	—	12,364	-12,364	-100%	$532.7K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	12,360	-12,360	-100%	$532.5K	—	—	—
Franklin Resources Inc	N/A	—	11,798	-11,798	-100%	$508.3K	—	—	—
HighTower Advisors, LLC	N/A	—	11,168	-11,168	-100%	$481.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	11,049	-11,049	-100%	$471.9K	—	—	—
XTX Topco Ltd	N/A	—	10,369	-10,369	-100%	$446.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,900	-9,900	-100%	$426.5K	—	—	—
Squarepoint Ops LLC	N/A	—	9,767	-9,767	-100%	$420.8K	—	—	—
Texas Capital Bank Wealth Management Services Inc	N/A	—	9,624	-9,624	-100%	$414.7K	—	—	—
Rafferty Asset Management, LLC	N/A	—	9,428	-9,428	-100%	$406.2K	—	—	—
Legal & General Group Plc	N/A	—	9,258	-9,258	-100%	$398.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,195	-9,195	-100%	$396.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	8,994	-8,994	-100%	$387.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	8,800	-8,800	-100%	$382.5K	—	—	—
Mariner, LLC	N/A	—	8,411	-8,411	-100%	$362.4K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	7,761	-7,761	-100%	$334.4K	—	—	—
Allstate Corp	N/A	—	7,751	-7,751	-100%	$334.0K	—	—	—
Quadrature Capital Ltd	N/A	—	7,635	-7,635	-100%	$329.0K	—	—	—
Magnetar Financial LLC	N/A	—	7,554	-7,554	-100%	$325.5K	—	—	—
Westwood Holdings Group Inc	N/A	—	7,507	-7,507	-100%	$323.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,231	-7,231	-100%	$311.5K	—	—	—
Mirabella Financial Services LLP	N/A	—	7,216	-7,216	-100%	$310.9K	—	—	—
New York State Common Retirement Fund	N/A	—	6,775	-6,775	-100%	$291.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	5,958	-5,958	-100%	$256.7K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,552	-5,552	-100%	$239.2K	—	—	—
Ameriprise Financial Inc	N/A	—	5,298	-5,298	-100%	$228.3K	—	—	—
Millennium Management LLC	N/A	—	5,043	-5,043	-100%	$217.3K	—	—	—
SG Americas Securities, LLC	N/A	—	5,010	-5,010	-100%	$216.0K	—	—	—
Jupiter Topco LLC	N/A	—	4,800	-4,800	-100%	$206.8K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	4,731	-4,731	-100%	$203.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,633	-4,633	-100%	$199.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,577	-4,577	-100%	$197.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,516	-4,516	-100%	$194.6K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	4,122	-4,122	-100%	$177.6K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	4,024	-4,024	-100%	$173.4K	—	—	—
South Plains Financial, Inc.	N/A	—	3,328	-3,328	-100%	$143.4K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	3,048	-3,048	-100%	$131.3K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	2,900	-2,900	-100%	$124.9K	—	—	—
FMR LLC	N/A	—	2,659	-2,659	-100%	$114.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,400	-2,400	-100%	$103.4K	—	—	—
Amova Asset Management Americas, Inc.	N/A	—	1,747	-1,747	-100%	$75.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,425	-1,425	-100%	$61.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	869	-869	-100%	$37.4K	—	—	—
Arax Advisory Partners	N/A	—	688	-688	-100%	$29.6K	—	—	—
Canada Life Assurance Co	N/A	—	572	-572	-100%	$25	—	—	—
Royal Bank of Canada	N/A	—	476	-476	-100%	$21.0K	—	—	—
Optiver Holding B.V.	N/A	—	124	-124	-100%	$5.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	113	-113	-100%	$4.9K	—	—	—
Picton Mahoney Asset Management	N/A	—	49	-49	-100%	$2.1K	—	—	—
Rothschild Investment LLC	N/A	—	15	-15	-100%	$646	—	—	—
Osaic Holdings, Inc.	N/A	—	14	-14	-100%	$603	—	—	—
Rockefeller Capital Management L.P.	N/A	—	12	-12	-100%	$518	—	—	—
Bogart Wealth, LLC	N/A	—	6	-6	-100%	$259	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	2	-2	-100%	$86	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$43	—	—	—

Showing 163 of 163 institutions