IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Stagwell Inc (STGW)

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
Shares7,235,872 from 6,170,065
Change+1,065,807 (+17%)
Value$58.9M (+$13.1M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares2,923,023 from 2,989,372
Change-66,349 (-2%)
Value$23.8M (+$1.6M)
Filed 2026-11-06
Penn Capital Management Company, LLC
DECREASED
Shares1,987,023 from 2,362,291
Change-375,268 (-16%)
Value$16.2M (-$1.4M)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares1,719,653 from 1,724,579
Change-4,926 (0%)
Value$15.7M (+$2.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares1,719,653 from 1,724,579
Change-4,926 (0%)
Value$15.7M (+$2.4M)
Filed 2026-10-20
Able Financial Group, LLC
UNCHANGED
Shares1,556,607 from 1,556,607
Change0 (0%)
Value$12.7M (+$1.1M)
Filed 2026-10-14
Russell Investments Group, Ltd.
DECREASED
Shares559,564 from 658,731
Change-99,167 (-15%)
Value$4.6M (-$339.5K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares521,785 from 525,809
Change-4,024 (-1%)
Value$4.2M (+$340.6K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares425,121 from 686,893
Change-261,772 (-38%)
Value$3.5K (-$5.1M)
Filed 2026-10-22
Imc-Chicago, LLC
INCREASED
Shares379,663 from 291,412
Change+88,251 (+30%)
Value$3.1M (+$925.3K)
Filed 2026-11-05
Corrado Advisors, LLC
DECREASED
Shares306,213 from 315,713
Change-9,500 (-3%)
Value$2.5M (+$146.8K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares183,916 from 53,367
Change+130,549 (+245%)
Value$1.5M (+$1.1M)
Filed 2026-11-04
Perennial Advisors, LLC
NEW
Shares179,511
Change+179,511
Value$1.5M
Filed 2026-10-13
Jackson Creek Investment Advisors LLC
NEW
Shares175,699
Change+175,699
Value$1.4K
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares126,831 from 70,051
Change+56,780 (+81%)
Value$1.0M (+$511.9K)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
NEW
Shares114,811
Change+114,811
Value$934.6K
Filed 2026-10-15
Deutsche Bank Ag\
DECREASED
Shares112,897 from 123,294
Change-10,397 (-8%)
Value$919.0K (+$2.9K)
Filed 2026-11-06
Wolverine Asset Management LLC
UNCHANGED
Shares101,830 from 101,830
Change0 (0%)
Value$828.9K (+$72.3K)
Filed 2026-11-02
Counterpoint Mutual Funds LLC
NEW
Shares83,911
Change+83,911
Value$683.0K
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares74,344 from 112,176
Change-37,832 (-34%)
Value$605.2K (-$228.3K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares57,722 from 15,116
Change+42,606 (+282%)
Value$469.9K (+$357.5K)
Filed 2026-11-06
Bailard, Inc.
NEW
Shares41,600
Change+41,600
Value$338.6K
Filed 2026-10-13
Sterling Capital Management LLC
INCREASED
Shares41,550 from 41,455
Change+95 (+0%)
Value$338.2K (+$30.2K)
Filed 2026-10-22
LPL Financial LLC
NEW
Shares41,049
Change+41,049
Value$334.1K
Filed 2026-11-06
Strs Ohio
NEW
Shares37,800
Change+37,800
Value$307.7K
Filed 2026-10-30
Natixis
UNCHANGED
Shares35,800 from 35,800
Change0 (0%)
Value$291.4K (+$25.4K)
Filed 2026-11-06
Hohimer Wealth Management, LLC
INCREASED
Shares35,338 from 34,643
Change+695 (+2%)
Value$287.7K (+$30.3K)
Filed 2026-11-04
Net Worth Advisory Group
DECREASED
Shares35,220 from 41,465
Change-6,245 (-15%)
Value$298.0K (-$10.1K)
Filed 2026-10-20
State of Alaska, Department of Revenue
INCREASED
Shares34,753 from 33,060
Change+1,693 (+5%)
Value$282 (-$244.7K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares29,558 from 25,684
Change+3,874 (+15%)
Value$240.6K (+$49.8K)
Filed 2026-11-02
Swiss Life Asset Management Ltd
NEW
Shares26,751
Change+26,751
Value$217.8K
Filed 2026-11-03
ProShare Advisors LLC
DECREASED
Shares26,109 from 28,954
Change-2,845 (-10%)
Value$212.5K (-$2.6K)
Filed 2026-10-29
Arizona State Retirement System
DECREASED
Shares24,446 from 31,471
Change-7,025 (-22%)
Value$199.0K (-$34.8K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,878 from 17,903
Change+2,975 (+17%)
Value$182.9K (+$43.1K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares20,291 from 80,795
Change-60,504 (-75%)
Value$165.2K (-$435.1K)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares20,204 from 20,204
Change0 (0%)
Value$164.5K (+$14.3K)
Filed 2026-10-16
Belvedere Trading LLC
INCREASED
Shares17,294 from 14,888
Change+2,406 (+16%)
Value$140.8K (+$30.2K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares16,646 from 16,615
Change+31 (+0%)
Value$123.7K (+$230)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares16,197 from 20,014
Change-3,817 (-19%)
Value$131.8K (-$16.9K)
Filed 2026-11-03
Prudent Man Advisors, LLC
DECREASED
Shares15,654 from 16,007
Change-353 (-2%)
Value$127.4K (+$8.5K)
Filed 2026-11-03
ARS Investment Partners, LLC
UNCHANGED
Shares14,597 from 14,597
Change0 (0%)
Value$118.8K (+$10.4K)
Filed 2026-11-05
Amundi
UNCHANGED
Shares13,040 from 13,040
Change0 (0%)
Value$106.1K (+$9.3K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares12,075 from 13,671
Change-1,596 (-12%)
Value$98.3K (-$3.3K)
Filed 2026-10-27
GenTrust, LLC
UNCHANGED
Shares11,698 from 11,698
Change0 (0%)
Value$95.2K (+$8.3K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares11,305 from 11,377
Change-72 (-1%)
Value$92.0K (+$7.5K)
Filed 2026-10-27
Virginia Retirement Systems ET Al
NEW
Shares10,700
Change+10,700
Value$87.1K
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares10,166 from 10,996
Change-830 (-8%)
Value$82.8K (+$1.1K)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED
Shares3,046 from 1,325
Change+1,721 (+130%)
Value$24.8K (+$14.9K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED
Shares2,573 from 2,573
Change0 (0%)
Value$20.9K (+$1.8K)
Filed 2026-10-20
KFG LLC
NEW
Shares2,536
Change+2,536
Value$20.6K
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares1,908 from 339
Change+1,569 (+463%)
Value$15.5K (+$13.1K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$8.1K (+$710)
Filed 2026-10-26
Summit Securities Group LLC
INCREASED
Shares974 from 833
Change+141 (+17%)
Value$7.9K (+$1.7K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares893 from 56
Change+837 (+1495%)
Value$7.3K (+$6.9K)
Filed 2026-10-26
IFP Advisors, Inc
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$6.0K (+$526)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares644 from 578
Change+66 (+11%)
Value$5.2K (+$949)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares541 from 531
Change+10 (+2%)
Value$4.4K (+$459)
Filed 2026-10-14
Clearstead Advisors, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$3.8K (+$334)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares372 from 117
Change+255 (+218%)
Value$3.0K (+$2.2K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares168 from 235
Change-67 (-29%)
Value$1.4K (-$378)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares141
Change+141
Value$1.1K
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares140 from 129
Change+11 (+9%)
Value$1.1K (+$182)
Filed 2026-11-05
True Wealth Design, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$1.1K (+$95)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares120
Change+120
Value$977
Filed 2026-10-30
Clark Wealth Partners
NEW
Shares105
Change+105
Value$855
Filed 2026-10-19
Ascentis Wealth Management, LLC
NEW
Shares100
Change+100
Value$814
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$692 (+$60)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares58 from 64
Change-6 (-9%)
Value$0 ($0)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$415 (+$36)
Filed 2026-10-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$374 (+$32)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares44 from 57
Change-13 (-23%)
Value$358 (-$66)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$33 (+$3)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 (+$1)
Filed 2026-11-03
Cidel Asset Management Inc
CLOSED
Shares0 from 1,878,426
Change-1,878,426 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-29
My Personal CFO, LLC
CLOSED
Shares0 from 37,035
Change-37,035 (-100%)
Value$0 (-$275.2K)
Filed 2026-10-14
Xponance LLC
CLOSED
Shares0 from 10,061
Change-10,061 (-100%)
Value$0 (-$74.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$69.6K)
Filed 2026-10-13
New York State Teachers Retirement System
CLOSED
Shares0 from 9,950
Change-9,950 (-100%)
Value$0 (-$74.0K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 8,399
Change-8,399 (-100%)
Value$0 (-$62.4K)
Filed 2026-11-06
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 21,313,377
Change-21,313,377 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,135,127
Change-8,135,127 (-100%)
Value—
Madison Avenue Partners, LP
N/A
Shares— from 8,014,322
Change-8,014,322 (-100%)
Value—
ADW Capital Management, LLC
N/A
Shares— from 5,001,000
Change-5,001,000 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 4,519,814
Change-4,519,814 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,458,341
Change-3,458,341 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,701,247
Change-2,701,247 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,583,858
Change-2,583,858 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,474,330
Change-2,474,330 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,778,820
Change-1,778,820 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,459,038
Change-1,459,038 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,439,678
Change-1,439,678 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,404,509
Change-1,404,509 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 1,236,998
Change-1,236,998 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,230,203
Change-1,230,203 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 1,191,918
Change-1,191,918 (-100%)
Value—
Western Standard LLC
N/A
Shares— from 1,167,276
Change-1,167,276 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,160,456
Change-1,160,456 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,149,525
Change-1,149,525 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 987,884
Change-987,884 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 950,342
Change-950,342 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 911,598
Change-911,598 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 758,451
Change-758,451 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 695,684
Change-695,684 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 451,112
Change-451,112 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 349,035
Change-349,035 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 290,507
Change-290,507 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 261,293
Change-261,293 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 240,354
Change-240,354 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 240,204
Change-240,204 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 236,348
Change-236,348 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 229,600
Change-229,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 218,863
Change-218,863 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 204,501
Change-204,501 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 199,400
Change-199,400 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 189,931
Change-189,931 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 188,988
Change-188,988 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 182,513
Change-182,513 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 182,326
Change-182,326 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 178,104
Change-178,104 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 167,212
Change-167,212 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 167,007
Change-167,007 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 166,755
Change-166,755 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 162,561
Change-162,561 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 153,663
Change-153,663 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 150,966
Change-150,966 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 140,977
Change-140,977 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 140,670
Change-140,670 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 135,131
Change-135,131 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 131,368
Change-131,368 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 129,165
Change-129,165 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 113,003
Change-113,003 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 107,280
Change-107,280 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 101,051
Change-101,051 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 87,700
Change-87,700 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 83,682
Change-83,682 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 83,614
Change-83,614 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 80,153
Change-80,153 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 69,229
Change-69,229 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 66,805
Change-66,805 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 66,805
Change-66,805 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 61,619
Change-61,619 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 60,180
Change-60,180 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 58,456
Change-58,456 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 58,084
Change-58,084 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 52,529
Change-52,529 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 52,200
Change-52,200 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 50,973
Change-50,973 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 48,809
Change-48,809 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 47,941
Change-47,941 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 47,555
Change-47,555 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 45,253
Change-45,253 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 44,228
Change-44,228 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 43,749
Change-43,749 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 37,126
Change-37,126 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 33,894
Change-33,894 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 33,209
Change-33,209 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,456
Change-32,456 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 31,030
Change-31,030 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 30,890
Change-30,890 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 27,337
Change-27,337 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 23,847
Change-23,847 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 23,502
Change-23,502 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 20,859
Change-20,859 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 20,666
Change-20,666 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 19,037
Change-19,037 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 17,668
Change-17,668 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 17,349
Change-17,349 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 16,016
Change-16,016 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 15,750
Change-15,750 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 15,701
Change-15,701 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,764
Change-14,764 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 12,572
Change-12,572 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,354
Change-11,354 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 9,647
Change-9,647 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,095
Change-8,095 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 499
Change-499 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 224
Change-224 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11
Change-11 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED7,235,8726,170,065+1,065,807+17%$45.8M$58.9M+$13.1M2026-11-04
Geode Capital Management, LLC
DECREASED2,923,0232,989,372-66,349-2%$22.2M$23.8M+$1.6M2026-11-06
Penn Capital Management Company, LLC
DECREASED1,987,0232,362,291-375,268-16%$17.6M$16.2M-$1.4M2026-11-04
Diversify Wealth Management, LLC
DECREASED1,719,6531,724,579-4,9260%$13.3M$15.7M+$2.4M2026-10-20
Diversify Advisory Services, LLC
DECREASED1,719,6531,724,579-4,9260%$13.3M$15.7M+$2.4M2026-10-20
Able Financial Group, LLC
UNCHANGED1,556,6071,556,60700%$11.6M$12.7M+$1.1M2026-10-14
Russell Investments Group, Ltd.
DECREASED559,564658,731-99,167-15%$4.9M$4.6M-$339.5K2026-11-06
Bank of New York Mellon Corp
DECREASED521,785525,809-4,024-1%$3.9M$4.2M+$340.6K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED425,121686,893-261,772-38%$5.1M$3.5K-$5.1M2026-10-22
Imc-Chicago, LLC
INCREASED379,663291,412+88,251+30%$2.2M$3.1M+$925.3K2026-11-05
Corrado Advisors, LLC
DECREASED306,213315,713-9,500-3%$2.3M$2.5M+$146.8K2026-10-27
Citigroup Inc
INCREASED183,91653,367+130,549+245%$396.5K$1.5M+$1.1M2026-11-04
Perennial Advisors, LLC
NEW179,511—+179,511——$1.5M—2026-10-13
Jackson Creek Investment Advisors LLC
NEW175,699—+175,699——$1.4K—2026-11-04
Simplex Trading, LLC
INCREASED126,83170,051+56,780+81%$520.5K$1.0M+$511.9K2026-11-04
Roof Eidam Maycock Peralta, LLC
NEW114,811—+114,811——$934.6K—2026-10-15
Deutsche Bank Ag\
DECREASED112,897123,294-10,397-8%$916.1K$919.0K+$2.9K2026-11-06
Wolverine Asset Management LLC
UNCHANGED101,830101,83000%$756.6K$828.9K+$72.3K2026-11-02
Counterpoint Mutual Funds LLC
NEW83,911—+83,911——$683.0K—2026-10-16
Kestra Private Wealth Services, LLC
DECREASED74,344112,176-37,832-34%$833.5K$605.2K-$228.3K2026-11-06
Barclays PLC
INCREASED57,72215,116+42,606+282%$112.3K$469.9K+$357.5K2026-11-06
Bailard, Inc.
NEW41,600—+41,600——$338.6K—2026-10-13
Sterling Capital Management LLC
INCREASED41,55041,455+95+0%$308.0K$338.2K+$30.2K2026-10-22
LPL Financial LLC
NEW41,049—+41,049——$334.1K—2026-11-06
Strs Ohio
NEW37,800—+37,800——$307.7K—2026-10-30
Natixis
UNCHANGED35,80035,80000%$266.0K$291.4K+$25.4K2026-11-06
Hohimer Wealth Management, LLC
INCREASED35,33834,643+695+2%$257.4K$287.7K+$30.3K2026-11-04
Net Worth Advisory Group
DECREASED35,22041,465-6,245-15%$308.1K$298.0K-$10.1K2026-10-20
State of Alaska, Department of Revenue
INCREASED34,75333,060+1,693+5%$245.0K$282-$244.7K2026-10-15
Creative Planning
INCREASED29,55825,684+3,874+15%$190.8K$240.6K+$49.8K2026-11-02
Swiss Life Asset Management Ltd
NEW26,751—+26,751——$217.8K—2026-11-03
ProShare Advisors LLC
DECREASED26,10928,954-2,845-10%$215.1K$212.5K-$2.6K2026-10-29
Arizona State Retirement System
DECREASED24,44631,471-7,025-22%$233.8K$199.0K-$34.8K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED20,87817,903+2,975+17%$139.8K$182.9K+$43.1K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED20,29180,795-60,504-75%$600.3K$165.2K-$435.1K2026-10-16
Pension & Wealth Management Advisors, Inc.
UNCHANGED20,20420,20400%$150.1K$164.5K+$14.3K2026-10-16
Belvedere Trading LLC
INCREASED17,29414,888+2,406+16%$110.6K$140.8K+$30.2K2026-11-05
Allworth Financial LP
INCREASED16,64616,615+31+0%$123.5K$123.7K+$2302026-11-06
Pictet Asset Management Holding SA
DECREASED16,19720,014-3,817-19%$148.7K$131.8K-$16.9K2026-11-03
Prudent Man Advisors, LLC
DECREASED15,65416,007-353-2%$118.9K$127.4K+$8.5K2026-11-03
ARS Investment Partners, LLC
UNCHANGED14,59714,59700%$108.5K$118.8K+$10.4K2026-11-05
Amundi
UNCHANGED13,04013,04000%$96.9K$106.1K+$9.3K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED12,07513,671-1,596-12%$101.6K$98.3K-$3.3K2026-10-27
GenTrust, LLC
UNCHANGED11,69811,69800%$86.9K$95.2K+$8.3K2026-11-06
Parkside Financial Bank & Trust
DECREASED11,30511,377-72-1%$84.5K$92.0K+$7.5K2026-10-27
Virginia Retirement Systems ET Al
NEW10,700—+10,700——$87.1K—2026-10-28
Atria Investments, Inc
DECREASED10,16610,996-830-8%$81.7K$82.8K+$1.1K2026-10-15
Caitong International Asset Management Co., Ltd
INCREASED3,0461,325+1,721+130%$9.8K$24.8K+$14.9K2026-10-29
Nisa Investment Advisors, LLC
UNCHANGED2,5732,57300%$19.1K$20.9K+$1.8K2026-10-20
KFG LLC
NEW2,536—+2,536——$20.6K—2026-11-02
Farther Finance Advisors, LLC
INCREASED1,908339+1,569+463%$2.4K$15.5K+$13.1K2026-10-08
Glass Jacobson Investment Advisors llc
UNCHANGED1,0001,00000%$7.4K$8.1K+$7102026-10-26
Summit Securities Group LLC
INCREASED974833+141+17%$6.2K$7.9K+$1.7K2026-11-05
SJS Investment Consulting Inc.
INCREASED89356+837+1495%$417$7.3K+$6.9K2026-10-26
IFP Advisors, Inc
UNCHANGED74074000%$5.5K$6.0K+$5262026-10-16
EverSource Wealth Advisors, LLC
INCREASED644578+66+11%$4.3K$5.2K+$9492026-11-04
Essential Partners LLC
INCREASED541531+10+2%$3.9K$4.4K+$4592026-10-14
Clearstead Advisors, LLC
UNCHANGED47147100%$3.5K$3.8K+$3342026-11-06
Parallel Advisors, LLC
INCREASED372117+255+218%$869$3.0K+$2.2K2026-11-03
Gamma Investing LLC
DECREASED168235-67-29%$1.7K$1.4K-$3782026-10-08
Root Financial Partners, LLC
NEW141—+141——$1.1K—2026-10-21
Larson Financial Group LLC
INCREASED140129+11+9%$958$1.1K+$1822026-11-05
True Wealth Design, LLC
UNCHANGED13413400%$996$1.1K+$952026-10-13
Provenance Wealth Advisors, LLC
NEW120—+120——$977—2026-10-30
Clark Wealth Partners
NEW105—+105——$855—2026-10-19
Ascentis Wealth Management, LLC
NEW100—+100——$814—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED858500%$632$692+$602026-10-23
Covestor Ltd
DECREASED5864-6-9%$0$0$02026-10-30
Versant Capital Management, Inc
UNCHANGED515100%$379$415+$362026-10-02
PNC Financial Services Group, Inc.
UNCHANGED464600%$342$374+$322026-11-06
SBI Securities Co., Ltd.
DECREASED4457-13-23%$424$358-$662026-10-22
DiNuzzo Private Wealth, Inc.
UNCHANGED4400%$30$33+$32026-10-16
JFS Wealth Advisors, LLC
UNCHANGED1100%$8$9+$12026-11-03
Cidel Asset Management Inc
CLOSED01,878,426-1,878,426-100%$14.0M$0-$14.0M2026-10-29
My Personal CFO, LLC
CLOSED037,035-37,035-100%$275.2K$0-$275.2K2026-10-14
Xponance LLC
CLOSED010,061-10,061-100%$74.8K$0-$74.8K2026-11-03
B. Riley Wealth Advisors, Inc.
CLOSED010,000-10,000-100%$69.6K$0-$69.6K2026-10-13
New York State Teachers Retirement System
CLOSED09,950-9,950-100%$74.0K$0-$74.0K2026-10-22
Institute for Wealth Management, Llc.
CLOSED08,399-8,399-100%$62.4K$0-$62.4K2026-11-06
Hotchkis & Wiley Capital Management LLC
N/A—21,313,377-21,313,377-100%$158.4M———
BlackRock, Inc.
N/A—8,135,127-8,135,127-100%$60.4M———
Madison Avenue Partners, LP
N/A—8,014,322-8,014,322-100%$59.5M———
ADW Capital Management, LLC
N/A—5,001,000-5,001,000-100%$37.2M———
Vanguard Capital Management LLC
N/A—4,519,814-4,519,814-100%$33.6M———
Boston Partners
N/A—3,458,341-3,458,341-100%$25.8M———
JPMorgan Chase & Co
N/A—2,701,247-2,701,247-100%$18.8M———
HighTower Advisors, LLC
N/A—2,583,858-2,583,858-100%$19.2M———
State Street Corp
N/A—2,474,330-2,474,330-100%$18.4M———
Jane Street Group, LLC
N/A—1,778,820-1,778,820-100%$13.2M———
New York State Common Retirement Fund
N/A—1,459,038-1,459,038-100%$10.8M———
First Trust Advisors LP
N/A—1,439,678-1,439,678-100%$10.7M———
UBS Group AG
N/A—1,404,509-1,404,509-100%$10.4M———
Bridgeway Capital Management, LLC
N/A—1,236,998-1,236,998-100%$9.2M———
Vanguard Portfolio Management LLC
N/A—1,230,203-1,230,203-100%$9.1M———
First Pacific Advisors, LP
N/A—1,191,918-1,191,918-100%$8.9M———
Western Standard LLC
N/A—1,167,276-1,167,276-100%$8.7M———
Susquehanna International Group, LLP
N/A—1,160,456-1,160,456-100%$8.6M———
Northern Trust Corp
N/A—1,149,525-1,149,525-100%$8.5M———
Charles Schwab Investment Management Inc
N/A—987,884-987,884-100%$7.3M———
Stanley Capital Management, LLC
N/A—950,342-950,342-100%$7.1M———
Empowered Funds, LLC
N/A—911,598-911,598-100%$6.8M———
AQR Capital Management LLC
N/A—758,451-758,451-100%$5.6M———
Vanguard Fiduciary Trust Co
N/A—695,684-695,684-100%$5.2M———
National Bank of Canada
N/A—451,112-451,112-100%$3.4M———
Group One Trading LLC
N/A—349,035-349,035-100%$2.6M———
Bank of America Corp
N/A—290,507-290,507-100%$2.2M———
Invesco Ltd.
N/A—261,293-261,293-100%$1.9M———
Pacific Ridge Capital Partners, LLC
N/A—240,354-240,354-100%$1.8M———
American Century Companies Inc
N/A—240,204-240,204-100%$1.8M———
Jupiter Asset Management LTD
N/A—236,348-236,348-100%$1.8M———
Swiss National Bank
N/A—229,600-229,600-100%$1.7M———
Morgan Stanley
N/A—218,863-218,863-100%$1.6M———
Osaic Holdings, Inc.
N/A—204,501-204,501-100%$1.5M———
CastleKnight Management LP
N/A—199,400-199,400-100%$1.5M———
Victory Capital Management Inc
N/A—189,931-189,931-100%$1.4M———
Wells Fargo & Company
N/A—188,988-188,988-100%$1.4M———
Nuveen, LLC
N/A—182,513-182,513-100%$1.4M———
UBS Asset Management Americas LLC
N/A—182,326-182,326-100%$1.4M———
D. E. Shaw & Co., Inc.
N/A—178,104-178,104-100%$1.3M———
SEI Investments Co
N/A—167,212-167,212-100%$1.2M———
Cerity Partners LLC
N/A—167,007-167,007-100%$1.2M———
Hudson Bay Capital Management LP
N/A—166,755-166,755-100%$1.2M———
Quantinno Capital Management LP
N/A—162,561-162,561-100%$1.2M———
Ameriprise Financial Inc
N/A—153,663-153,663-100%$1.1M———
Bank of Montreal
N/A—150,966-150,966-100%$1.1M———
State of Wisconsin Investment Board
N/A—140,977-140,977-100%$1.0M———
Price T Rowe Associates Inc
N/A—140,670-140,670-100%$1.0M———
Rhumbline Advisers
N/A—135,131-135,131-100%$1.0M———
Campbell & Co Investment Adviser LLC
N/A—131,368-131,368-100%$976.1K———
California State Teachers Retirement System
N/A—129,165-129,165-100%$959.7K———
Dark Forest Capital Management LP
N/A—113,003-113,003-100%$839.6K———
Alliancebernstein L.P.
N/A—107,280-107,280-100%$674.8K———
ExodusPoint Capital Management, LP
N/A—101,051-101,051-100%$750.8K———
AdvisorShares Investments LLC
N/A—87,700-87,700-100%$651.6K———
Vanguard Asset Management, Ltd
N/A—83,682-83,682-100%$621.8K———
Captrust Financial Advisors
N/A—83,614-83,614-100%$621.3K———
Legal & General Group Plc
N/A—80,153-80,153-100%$595.1K———
Marshall Wace, LLP
N/A—69,229-69,229-100%$514.4K———
Sound Capital Solutions LLC
N/A—66,805-66,805-100%$496.4K———
Optimize Financial Inc.
N/A—66,805-66,805-100%$496.4K———
K2 Principal Fund, L.P.
N/A—61,619-61,619-100%$457.8K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—60,180-60,180-100%$447.1K———
Jupiter Topco LLC
N/A—58,456-58,456-100%$434.0K———
MetLife Investment Management, LLC
N/A—58,084-58,084-100%$431.6K———
Vident Advisory, LLC
N/A—52,529-52,529-100%$390.3K———
Caldwell Sutter Capital, Inc.
N/A—52,200-52,200-100%$387.8K———
Two Sigma Investments, LP
N/A—50,973-50,973-100%$378.7K———
Manufacturers Life Insurance Company, the
N/A—48,809-48,809-100%$362.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—47,941-47,941-100%$356.2K———
Prudential Financial Inc
N/A—47,555-47,555-100%$353.3K———
Goldman Sachs Group Inc
N/A—45,253-45,253-100%$336.2K———
Vanguard Global Advisers, LLC
N/A—44,228-44,228-100%$328.6K———
Mercer Global Advisors Inc
N/A—43,749-43,749-100%$325.1K———
Peak6 LLC
N/A—37,126-37,126-100%$275.8K———
Mariner, LLC
N/A—33,894-33,894-100%$251.8K———
Police & Firemen's Retirement System of New Jersey
N/A—33,209-33,209-100%$246.7K———
XTX Topco Ltd
N/A—32,456-32,456-100%$241.1K———
Vanguard Investments Australia, Ltd.
N/A—31,030-31,030-100%$230.6K———
State Board of Administration of Florida Retirement System
N/A—30,890-30,890-100%$229.5K———
BNP Paribas Financial Markets
N/A—27,337-27,337-100%$203.1K———
KLP Kapitalforvaltning AS
N/A—25,400-25,400-100%$188.7K———
Landscape Capital Management, L.L.C.
N/A—23,847-23,847-100%$177.2K———
Intech Investment Management LLC
N/A—23,502-23,502-100%$174.6K———
Evolve Private Wealth, LLC
N/A—20,859-20,859-100%$155.0K———
Voya Investment Management LLC
N/A—20,666-20,666-100%$153.5K———
Headlands Technologies LLC
N/A—19,037-19,037-100%$141.4K———
Envestnet Asset Management Inc
N/A—17,698-17,698-100%$131.5K———
BNP Paribas Asset Management Holding S.A.
N/A—17,668-17,668-100%$131.3K———
AXQ Capital, LP
N/A—17,349-17,349-100%$128.9K———
State of Tennessee, Department of Treasury
N/A—16,016-16,016-100%$119.0K———
Dynamic Technology Lab Private Ltd
N/A—15,750-15,750-100%$117.0K———
Tidal Investments LLC
N/A—15,701-15,701-100%$116.7K———
IEQ Capital, LLC
N/A—14,764-14,764-100%$109.7K———
Coldstream Capital Management Inc
N/A—13,744-13,744-100%$102.1K———
DnB Asset Management AS
N/A—12,572-12,572-100%$93.4K———
SG Americas Securities, LLC
N/A—11,354-11,354-100%$84.0K———
HSBC Holdings PLC
N/A—11,162-11,162-100%$82.9K———
Royal Bank of Canada
N/A—11,013-11,013-100%$81.0K———
Ameritas Investment Partners, Inc.
N/A—9,647-9,647-100%$71.7K———
Arax Advisory Partners
N/A—9,177-9,177-100%$68.2K———
FMR LLC
N/A—8,968-8,968-100%$66.6K———
Tower Research Capital LLC (TRC)
N/A—8,095-8,095-100%$60.1K———
Rockefeller Capital Management L.P.
N/A—5,128-5,128-100%$38.1K———
Public Employees Retirement System of Ohio
N/A—1,881-1,881-100%$14.0K———
Rialto Wealth Management, LLC
N/A—1,000-1,000-100%$7.4K———
LOS Angeles Capital Management LLC
N/A—683-683-100%$5.1K———
Rothschild Investment LLC
N/A—586-586-100%$4.4K———
Picton Mahoney Asset Management
N/A—499-499-100%$3.7K———
Optiver Holding B.V.
N/A—330-330-100%$2.5K———
Jones Financial Companies Lllp
N/A—224-224-100%$1.6K———
JPL Wealth Management, LLC
N/A—170-170-100%$1.3K———
Bruce G. Allen Investments, LLC
N/A—125-125-100%$929———
NewEdge Advisors, LLC
N/A—100-100-100%$743———
Basecamp Wealth Advisors LLC
N/A—37-37-100%$275———
Fiduciary Financial Advisors
N/A—11-11-100%$74———
HFM Investment Advisors, LLC
N/A—2-2-100%$15———
Showing 196 of 196 institutions