California Bancorp (BCAL)

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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Endeavour Capital Advisors Inc

DECREASED

Shares1,166,297 from 1,655,639

Change-489,342 (-30%)

Value$24.9M (-$9.6M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares773,875 from 630,055

Change+143,820 (+23%)

Value$16.5M (+$3.4M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares663,160 from 631,917

Change+31,243 (+5%)

Value$14.2M (+$989.4K)

Filed 2026-11-06

Algebris (UK) LTD

INCREASED

Shares410,838 from 402,410

Change+8,428 (+2%)

Value$8.8M (+$411.7K)

Filed 2026-11-06

Hennessy Advisors Inc

DECREASED

Shares95,000 from 97,000

Change-2,000 (-2%)

Value$2.0M (+$6.8K)

Filed 2026-10-28

Creative Planning

INCREASED

Shares91,677 from 67,804

Change+23,873 (+35%)

Value$2.0M (+$544.3K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares87,059 from 83,223

Change+3,836 (+5%)

Value$1.9M (+$124.3K)

Filed 2026-11-05

Pinnacle Associates LTD

INCREASED

Shares74,204 from 51,443

Change+22,761 (+44%)

Value$1.6M (+$512.2K)

Filed 2026-10-20

Rosenthal | Henry Capital Advisors, Inc.

NEW

Shares63,100

Change+63,100

Value$1.3M

Filed 2026-10-27

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares53,579 from 53,579

Change0 (0%)

Value$1.2M (+$28.4K)

Filed 2026-10-16

Strs Ohio

INCREASED

Shares44,500 from 35,200

Change+9,300 (+26%)

Value$950.1K (+$216.5K)

Filed 2026-10-30

Keystone Wealth Services, LLC

UNCHANGED

Shares27,824 from 27,824

Change0 (0%)

Value$595.7K (+$15.9K)

Filed 2026-11-03

Alps Advisors Inc

DECREASED

Shares26,338 from 28,623

Change-2,285 (-8%)

Value$562.3K (-$34.2K)

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares22,370 from 25,531

Change-3,161 (-12%)

Value$477.6K (-$54.5K)

Filed 2026-11-06

Elco Management Co., LLC

DECREASED

Shares18,792 from 23,140

Change-4,348 (-19%)

Value$401.2K (-$81.0K)

Filed 2026-10-14

Barclays PLC

DECREASED

Shares18,767 from 32,497

Change-13,730 (-42%)

Value$400.7K (-$276.6K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares16,705 from 25,024

Change-8,319 (-33%)

Value$356.7K (-$164.8K)

Filed 2026-11-04

Seizert Capital Partners, LLC

DECREASED

Shares15,396 from 16,442

Change-1,046 (-6%)

Value$328.7K (-$13.9K)

Filed 2026-10-30

Russell Investments Group, Ltd.

DECREASED

Shares15,161 from 23,018

Change-7,857 (-34%)

Value$323.7K (-$156.0K)

Filed 2026-11-06

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares14,609 from 10,495

Change+4,114 (+39%)

Value$311.9K (+$93.2K)

Filed 2026-10-23

Aspiriant, LLC

INCREASED

Shares13,940 from 13,912

Change+28 (+0%)

Value$297.6K (+$7.7K)

Filed 2026-10-16

Woodward Diversified Capital, LLC

INCREASED

Shares13,712 from 13,647

Change+65 (+0%)

Value$292.7K (+$8.3K)

Filed 2026-10-21

Parallel Advisors, LLC

INCREASED

Shares13,211 from 10,563

Change+2,648 (+25%)

Value$282.1K (+$61.9K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares13,061 from 11,902

Change+1,159 (+10%)

Value$278.9K (+$30.8K)

Filed 2026-10-22

Creekside Partners

UNCHANGED

Shares12,839 from 12,839

Change0 (0%)

Value$274.1K (+$6.5K)

Filed 2026-11-04

Perigon Wealth Management, LLC

INCREASED

Shares12,429 from 12,399

Change+30 (+0%)

Value$265.4K (+$7.0K)

Filed 2026-10-22

Sentinel Trust Co LBA

NEW

Shares12,050

Change+12,050

Value$257

Filed 2026-11-03

Mesirow Financial Investment Management, Inc.

INCREASED

Shares10,836 from 10,784

Change+52 (+0%)

Value$231.3K (+$6.6K)

Filed 2026-11-05

Daytona Street Capital LLC

UNCHANGED

Shares4,800 from 4,800

Change0 (0%)

Value$104.3K (+$5.3K)

Filed 2026-10-15

Versant Capital Management, Inc

INCREASED

Shares1,685 from 1,584

Change+101 (+6%)

Value$36.0K (+$3.0K)

Filed 2026-10-02

State of Alaska, Department of Revenue

UNCHANGED

Shares1,309 from 1,309

Change0 (0%)

Value$27 ($0)

Filed 2026-10-15

Covestor Ltd

DECREASED

Shares569 from 582

Change-13 (-2%)

Value$13 (+$1)

Filed 2026-10-30

Allworth Financial LP

INCREASED

Shares498 from 406

Change+92 (+23%)

Value$10.4K (+$1.9K)

Filed 2026-11-06

Silver Grove Financial Group, Inc.

UNCHANGED

Shares426 from 426

Change0 (0%)

Value$9.1K (+$219)

Filed 2026-11-05

Harbor Capital Advisors, Inc.

DECREASED

Shares284 from 292

Change-8 (-3%)

Value$6 ($0)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares258 from 5

Change+253 (+5060%)

Value$5.5K (+$5.4K)

Filed 2026-10-26

Gamma Investing LLC

UNCHANGED

Shares202 from 202

Change0 (0%)

Value$4.3K (+$103)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares190 from 151

Change+39 (+26%)

Value$4.1K (+$910)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares155

Change+155

Value$3.3K

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares154 from 11

Change+143 (+1300%)

Value$3.3K (+$3.1K)

Filed 2026-10-08

Essential Partners LLC

INCREASED

Shares143 from 141

Change+2 (+1%)

Value$3.1K (+$115)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$2.5K (+$58)

Filed 2026-10-16

Assetmark, Inc

INCREASED

Shares113 from 28

Change+85 (+304%)

Value$2.4K (+$1.8K)

Filed 2026-10-21

Signaturefd, LLC

NEW

Shares75

Change+75

Value$1.6K

Filed 2026-10-23

Parkside Financial Bank & Trust

INCREASED

Shares55 from 35

Change+20 (+57%)

Value$1.2K (+$444)

Filed 2026-10-27

True Wealth Design, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$940 (+$23)

Filed 2026-10-13

Pinnacle Wealth Planning Services, Inc.

NEW

Shares26

Change+26

Value$555

Filed 2026-10-27

Physician Wealth Advisors, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$556 (+$14)

Filed 2026-10-20

PNC Financial Services Group, Inc.

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$406 (+$10)

Filed 2026-11-06

Nisa Investment Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$365 (+$9)

Filed 2026-10-20

PFG Advisors

CLOSED

Shares0 from 54,450

Change-54,450 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-16

Principal Financial Group Inc

CLOSED

Shares0 from 48,964

Change-48,964 (-100%)

Value$0 (-$1.0M)

Filed 2026-11-02

State of Wyoming

CLOSED

Shares0 from 11,026

Change-11,026 (-100%)

Value$0 (-$229.8K)

Filed 2026-10-28

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$63)

Filed 2026-10-29

Wellington Management Group LLP

N/A

Shares— from 2,447,278

Change-2,447,278 (-100%)

Value—

FJ Capital Management LLC

N/A

Shares— from 2,054,534

Change-2,054,534 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 1,952,131

Change-1,952,131 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,925,599

Change-1,925,599 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 1,104,260

Change-1,104,260 (-100%)

Value—

State Street Corp

N/A

Shares— from 850,362

Change-850,362 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 816,155

Change-816,155 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 791,794

Change-791,794 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 591,957

Change-591,957 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 441,542

Change-441,542 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 302,926

Change-302,926 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 279,630

Change-279,630 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 273,140

Change-273,140 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 254,651

Change-254,651 (-100%)

Value—

Stieven Capital Advisors, L.P.

N/A

Shares— from 252,843

Change-252,843 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 225,000

Change-225,000 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 223,529

Change-223,529 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 222,304

Change-222,304 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 221,501

Change-221,501 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 213,457

Change-213,457 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 189,804

Change-189,804 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 186,346

Change-186,346 (-100%)

Value—

Maloon Powers Pitre Higgins & Dennehy, LLC

N/A

Shares— from 170,396

Change-170,396 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 169,757

Change-169,757 (-100%)

Value—

Siena Capital Partners GP, LLC

N/A

Shares— from 156,362

Change-156,362 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 152,117

Change-152,117 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 150,757

Change-150,757 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 150,381

Change-150,381 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 114,240

Change-114,240 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 112,548

Change-112,548 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 104,200

Change-104,200 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 89,606

Change-89,606 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 84,996

Change-84,996 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 73,008

Change-73,008 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 70,438

Change-70,438 (-100%)

Value—

Man Group plc

N/A

Shares— from 65,675

Change-65,675 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 63,680

Change-63,680 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 60,541

Change-60,541 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 55,679

Change-55,679 (-100%)

Value—

UBS Group AG

N/A

Shares— from 52,319

Change-52,319 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 48,771

Change-48,771 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 45,139

Change-45,139 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 42,263

Change-42,263 (-100%)

Value—

HoldCo Asset Management, LPA

N/A

Shares— from 40,531

Change-40,531 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 38,430

Change-38,430 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 37,187

Change-37,187 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 36,162

Change-36,162 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 35,802

Change-35,802 (-100%)

Value—

Vance Wealth, LLC

N/A

Shares— from 35,133

Change-35,133 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 32,650

Change-32,650 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 31,651

Change-31,651 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 30,170

Change-30,170 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 29,887

Change-29,887 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 29,813

Change-29,813 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 29,146

Change-29,146 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 26,261

Change-26,261 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 25,877

Change-25,877 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 25,369

Change-25,369 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 22,204

Change-22,204 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21,926

Change-21,926 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 21,783

Change-21,783 (-100%)

Value—

Navalign, LLC

N/A

Shares— from 21,731

Change-21,731 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 21,395

Change-21,395 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 21,281

Change-21,281 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 16,565

Change-16,565 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 16,252

Change-16,252 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 15,925

Change-15,925 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 14,940

Change-14,940 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 12,170

Change-12,170 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 12,056

Change-12,056 (-100%)

Value—

Entropy Technologies, LP

N/A

Shares— from 11,670

Change-11,670 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 11,110

Change-11,110 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 10,873

Change-10,873 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,838

Change-10,838 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 9,826

Change-9,826 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,204

Change-9,204 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,604

Change-8,604 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 7,721

Change-7,721 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 4,898

Change-4,898 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,547

Change-2,547 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,376

Change-2,376 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,311

Change-2,311 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 1,913

Change-1,913 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,710

Change-1,710 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,609

Change-1,609 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,227

Change-1,227 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 726

Change-726 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 315

Change-315 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 235

Change-235 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 79

Change-79 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 52

Change-52 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Endeavour Capital Advisors Inc	DECREASED	1,166,297	1,655,639	-489,342	-30%	$34.5M	$24.9M	-$9.6M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	773,875	630,055	+143,820	+23%	$13.1M	$16.5M	+$3.4M	2026-11-04
Geode Capital Management, LLC	INCREASED	663,160	631,917	+31,243	+5%	$13.2M	$14.2M	+$989.4K	2026-11-06
Algebris (UK) LTD	INCREASED	410,838	402,410	+8,428	+2%	$8.4M	$8.8M	+$411.7K	2026-11-06
Hennessy Advisors Inc	DECREASED	95,000	97,000	-2,000	-2%	$2.0M	$2.0M	+$6.8K	2026-10-28
Creative Planning	INCREASED	91,677	67,804	+23,873	+35%	$1.4M	$2.0M	+$544.3K	2026-11-02
Bank of New York Mellon Corp	INCREASED	87,059	83,223	+3,836	+5%	$1.7M	$1.9M	+$124.3K	2026-11-05
Pinnacle Associates LTD	INCREASED	74,204	51,443	+22,761	+44%	$1.1M	$1.6M	+$512.2K	2026-10-20
Rosenthal \| Henry Capital Advisors, Inc.	NEW	63,100	—	+63,100	—	—	$1.3M	—	2026-10-27
Robertson Stephens Wealth Management, LLC	UNCHANGED	53,579	53,579	0	0%	$1.1M	$1.2M	+$28.4K	2026-10-16
Strs Ohio	INCREASED	44,500	35,200	+9,300	+26%	$733.6K	$950.1K	+$216.5K	2026-10-30
Keystone Wealth Services, LLC	UNCHANGED	27,824	27,824	0	0%	$579.9K	$595.7K	+$15.9K	2026-11-03
Alps Advisors Inc	DECREASED	26,338	28,623	-2,285	-8%	$596.5K	$562.3K	-$34.2K	2026-11-03
Deutsche Bank Ag\	DECREASED	22,370	25,531	-3,161	-12%	$532.1K	$477.6K	-$54.5K	2026-11-06
Elco Management Co., LLC	DECREASED	18,792	23,140	-4,348	-19%	$482.2K	$401.2K	-$81.0K	2026-10-14
Barclays PLC	DECREASED	18,767	32,497	-13,730	-42%	$677.2K	$400.7K	-$276.6K	2026-11-06
Citigroup Inc	DECREASED	16,705	25,024	-8,319	-33%	$521.5K	$356.7K	-$164.8K	2026-11-04
Seizert Capital Partners, LLC	DECREASED	15,396	16,442	-1,046	-6%	$342.7K	$328.7K	-$13.9K	2026-10-30
Russell Investments Group, Ltd.	DECREASED	15,161	23,018	-7,857	-34%	$479.7K	$323.7K	-$156.0K	2026-11-06
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	14,609	10,495	+4,114	+39%	$218.7K	$311.9K	+$93.2K	2026-10-23
Aspiriant, LLC	INCREASED	13,940	13,912	+28	+0%	$289.9K	$297.6K	+$7.7K	2026-10-16
Woodward Diversified Capital, LLC	INCREASED	13,712	13,647	+65	+0%	$284.4K	$292.7K	+$8.3K	2026-10-21
Parallel Advisors, LLC	INCREASED	13,211	10,563	+2,648	+25%	$220.1K	$282.1K	+$61.9K	2026-11-03
Sterling Capital Management LLC	INCREASED	13,061	11,902	+1,159	+10%	$248.0K	$278.9K	+$30.8K	2026-10-22
Creekside Partners	UNCHANGED	12,839	12,839	0	0%	$267.6K	$274.1K	+$6.5K	2026-11-04
Perigon Wealth Management, LLC	INCREASED	12,429	12,399	+30	+0%	$258.4K	$265.4K	+$7.0K	2026-10-22
Sentinel Trust Co LBA	NEW	12,050	—	+12,050	—	—	$257	—	2026-11-03
Mesirow Financial Investment Management, Inc.	INCREASED	10,836	10,784	+52	+0%	$224.8K	$231.3K	+$6.6K	2026-11-05
Daytona Street Capital LLC	UNCHANGED	4,800	4,800	0	0%	$99.0K	$104.3K	+$5.3K	2026-10-15
Versant Capital Management, Inc	INCREASED	1,685	1,584	+101	+6%	$33.0K	$36.0K	+$3.0K	2026-10-02
State of Alaska, Department of Revenue	UNCHANGED	1,309	1,309	0	0%	$27	$27	$0	2026-10-15
Covestor Ltd	DECREASED	569	582	-13	-2%	$12	$13	+$1	2026-10-30
Allworth Financial LP	INCREASED	498	406	+92	+23%	$8.5K	$10.4K	+$1.9K	2026-11-06
Silver Grove Financial Group, Inc.	UNCHANGED	426	426	0	0%	$8.9K	$9.1K	+$219	2026-11-05
Harbor Capital Advisors, Inc.	DECREASED	284	292	-8	-3%	$6	$6	$0	2026-10-22
SJS Investment Consulting Inc.	INCREASED	258	5	+253	+5060%	$105	$5.5K	+$5.4K	2026-10-26
Gamma Investing LLC	UNCHANGED	202	202	0	0%	$4.2K	$4.3K	+$103	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	190	151	+39	+26%	$3.1K	$4.1K	+$910	2026-11-04
Root Financial Partners, LLC	NEW	155	—	+155	—	—	$3.3K	—	2026-10-21
Farther Finance Advisors, LLC	INCREASED	154	11	+143	+1300%	$230	$3.3K	+$3.1K	2026-10-08
Essential Partners LLC	INCREASED	143	141	+2	+1%	$2.9K	$3.1K	+$115	2026-10-14
IFP Advisors, Inc	UNCHANGED	115	115	0	0%	$2.4K	$2.5K	+$58	2026-10-16
Assetmark, Inc	INCREASED	113	28	+85	+304%	$584	$2.4K	+$1.8K	2026-10-21
Signaturefd, LLC	NEW	75	—	+75	—	—	$1.6K	—	2026-10-23
Parkside Financial Bank & Trust	INCREASED	55	35	+20	+57%	$730	$1.2K	+$444	2026-10-27
True Wealth Design, LLC	UNCHANGED	44	44	0	0%	$917	$940	+$23	2026-10-13
Pinnacle Wealth Planning Services, Inc.	NEW	26	—	+26	—	—	$555	—	2026-10-27
Physician Wealth Advisors, Inc.	UNCHANGED	26	26	0	0%	$542	$556	+$14	2026-10-20
PNC Financial Services Group, Inc.	UNCHANGED	19	19	0	0%	$396	$406	+$10	2026-11-06
Nisa Investment Advisors, LLC	UNCHANGED	17	17	0	0%	$356	$365	+$9	2026-10-20
PFG Advisors	CLOSED	0	54,450	-54,450	-100%	$1.1M	$0	-$1.1M	2026-10-16
Principal Financial Group Inc	CLOSED	0	48,964	-48,964	-100%	$1.0M	$0	-$1.0M	2026-11-02
State of Wyoming	CLOSED	0	11,026	-11,026	-100%	$229.8K	$0	-$229.8K	2026-10-28
Caitong International Asset Management Co., Ltd	CLOSED	0	3	-3	-100%	$63	$0	-$63	2026-10-29
Wellington Management Group LLP	N/A	—	2,447,278	-2,447,278	-100%	$51.0M	—	—	—
FJ Capital Management LLC	N/A	—	2,054,534	-2,054,534	-100%	$42.8M	—	—	—
Alliancebernstein L.P.	N/A	—	1,952,131	-1,952,131	-100%	$34.6M	—	—	—
BlackRock, Inc.	N/A	—	1,925,599	-1,925,599	-100%	$40.1M	—	—	—
Vanguard Capital Management LLC	N/A	—	1,104,260	-1,104,260	-100%	$23.0M	—	—	—
State Street Corp	N/A	—	850,362	-850,362	-100%	$17.8M	—	—	—
Banc Funds Co LLC	N/A	—	816,155	-816,155	-100%	$17.0M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	791,794	-791,794	-100%	$16.5M	—	—	—
American Century Companies Inc	N/A	—	591,957	-591,957	-100%	$12.3M	—	—	—
Kennedy Capital Management LLC	N/A	—	441,542	-441,542	-100%	$9.2M	—	—	—
Morgan Stanley	N/A	—	302,926	-302,926	-100%	$6.3M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	279,630	-279,630	-100%	$5.8M	—	—	—
Mendon Capital Advisors Corp	N/A	—	273,140	-273,140	-100%	$5.7M	—	—	—
Prudential Financial Inc	N/A	—	254,651	-254,651	-100%	$5.3M	—	—	—
Stieven Capital Advisors, L.P.	N/A	—	252,843	-252,843	-100%	$5.3M	—	—	—
Curi Capital, LLC	N/A	—	225,000	-225,000	-100%	$4.7M	—	—	—
Algert Global LLC	N/A	—	223,529	-223,529	-100%	$4.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	222,304	-222,304	-100%	$4.6M	—	—	—
Northern Trust Corp	N/A	—	221,501	-221,501	-100%	$4.6M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	213,457	-213,457	-100%	$4.4M	—	—	—
Petiole USA ltd	N/A	—	189,804	-189,804	-100%	$4.0M	—	—	—
Two Sigma Investments, LP	N/A	—	186,346	-186,346	-100%	$3.9M	—	—	—
Maloon Powers Pitre Higgins & Dennehy, LLC	N/A	—	170,396	-170,396	-100%	$3.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	169,757	-169,757	-100%	$3.5M	—	—	—
Siena Capital Partners GP, LLC	N/A	—	156,362	-156,362	-100%	$3.3M	—	—	—
JPMorgan Chase & Co	N/A	—	152,117	-152,117	-100%	$3.2M	—	—	—
Empowered Funds, LLC	N/A	—	150,757	-150,757	-100%	$3.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	150,381	-150,381	-100%	$3.1M	—	—	—
AQR Capital Management LLC	N/A	—	114,240	-114,240	-100%	$2.4M	—	—	—
Citadel Advisors LLC	N/A	—	112,548	-112,548	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	104,200	-104,200	-100%	$2.2M	—	—	—
Cerity Partners LLC	N/A	—	89,606	-89,606	-100%	$1.9M	—	—	—
First Trust Advisors LP	N/A	—	84,996	-84,996	-100%	$1.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	73,008	-73,008	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	70,438	-70,438	-100%	$1.5M	—	—	—
Man Group plc	N/A	—	65,675	-65,675	-100%	$1.4M	—	—	—
MAI Capital Management	N/A	—	63,680	-63,680	-100%	$1.3M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	60,541	-60,541	-100%	$1.3M	—	—	—
Squarepoint Ops LLC	N/A	—	55,679	-55,679	-100%	$1.2M	—	—	—
UBS Group AG	N/A	—	52,319	-52,319	-100%	$1.1M	—	—	—
SEI Investments Co	N/A	—	48,771	-48,771	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	45,139	-45,139	-100%	$940.7K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	42,263	-42,263	-100%	$880.8K	—	—	—
HoldCo Asset Management, LPA	N/A	—	40,531	-40,531	-100%	$844.7K	—	—	—
Nuveen, LLC	N/A	—	38,430	-38,430	-100%	$800.9K	—	—	—
HRT Financial LP	N/A	—	37,187	-37,187	-100%	$774.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	36,162	-36,162	-100%	$753.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	35,802	-35,802	-100%	$746.1K	—	—	—
Vance Wealth, LLC	N/A	—	35,133	-35,133	-100%	$735.7K	—	—	—
Fiduciary Trust Co	N/A	—	32,650	-32,650	-100%	$680.4K	—	—	—
Mariner, LLC	N/A	—	31,651	-31,651	-100%	$659.6K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	30,170	-30,170	-100%	$628.7K	—	—	—
Rhumbline Advisers	N/A	—	29,887	-29,887	-100%	$622.8K	—	—	—
Invesco Ltd.	N/A	—	29,813	-29,813	-100%	$621.3K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	29,146	-29,146	-100%	$607.4K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	28,000	-28,000	-100%	$586.3K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	26,261	-26,261	-100%	$547.3K	—	—	—
EJF Capital LP	N/A	—	25,877	-25,877	-100%	$539.3K	—	—	—
Marshall Wace, LLP	N/A	—	25,369	-25,369	-100%	$528.7K	—	—	—
Raymond James Financial Inc	N/A	—	22,204	-22,204	-100%	$462.7K	—	—	—
Wells Fargo & Company	N/A	—	21,926	-21,926	-100%	$456.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	21,783	-21,783	-100%	$454.0K	—	—	—
Navalign, LLC	N/A	—	21,731	-21,731	-100%	$452.9K	—	—	—
EntryPoint Capital, LLC	N/A	—	21,395	-21,395	-100%	$445.9K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	21,281	-21,281	-100%	$443.5K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	16,565	-16,565	-100%	$345.2K	—	—	—
XTX Topco Ltd	N/A	—	16,252	-16,252	-100%	$338.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	15,925	-15,925	-100%	$331.9K	—	—	—
Rafferty Asset Management, LLC	N/A	—	14,940	-14,940	-100%	$311.4K	—	—	—
SG Americas Securities, LLC	N/A	—	12,170	-12,170	-100%	$254.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	12,056	-12,056	-100%	$251.2K	—	—	—
Entropy Technologies, LP	N/A	—	11,670	-11,670	-100%	$243.2K	—	—	—
Guggenheim Capital LLC	N/A	—	11,110	-11,110	-100%	$231.5K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	10,873	-10,873	-100%	$226.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,838	-10,838	-100%	$225.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	9,826	-9,826	-100%	$204.8K	—	—	—
New York State Common Retirement Fund	N/A	—	9,204	-9,204	-100%	$191.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,604	-8,604	-100%	$179.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	7,721	-7,721	-100%	$160.9K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	4,898	-4,898	-100%	$102.1K	—	—	—
Legal & General Group Plc	N/A	—	2,547	-2,547	-100%	$53.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,376	-2,376	-100%	$49.5K	—	—	—
Royal Bank of Canada	N/A	—	2,311	-2,311	-100%	$49.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	1,913	-1,913	-100%	$39.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,710	-1,710	-100%	$35.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,609	-1,609	-100%	$33.5K	—	—	—
FMR LLC	N/A	—	1,227	-1,227	-100%	$25.6K	—	—	—
Arax Advisory Partners	N/A	—	726	-726	-100%	$15.1K	—	—	—
California State Teachers Retirement System	N/A	—	315	-315	-100%	$6.6K	—	—	—
Federated Hermes, Inc.	N/A	—	235	-235	-100%	$4.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	169	-169	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	100	-100	-100%	$2.1K	—	—	—
Raffa Wealth Management, LLC	N/A	—	79	-79	-100%	$1.6K	—	—	—
Optiver Holding B.V.	N/A	—	52	-52	-100%	$1.1K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	43	-43	-100%	$896	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	24	-24	-100%	$500	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$21	—	—	—

Showing 151 of 151 institutions