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Stellar Bancorp Inc (STEL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares248 from 212
Change+36 (+17%)
Value$9.8K (+$1.4K)
Filed 2026-11-06
Dimensional Fund Advisors LP
CLOSED
Shares0 from 2,581,607
Change-2,581,607 (-100%)
Value$0 (-$101.5M)
Filed 2026-11-04
King Luther Capital Management Corp
CLOSED
Shares0 from 1,285,316
Change-1,285,316 (-100%)
Value$0 (-$50.5M)
Filed 2026-11-05
Geode Capital Management, LLC
CLOSED
Shares0 from 549,076
Change-549,076 (-100%)
Value$0 (-$21.6M)
Filed 2026-11-06
Principal Financial Group Inc
CLOSED
Shares0 from 220,521
Change-220,521 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-02
Bank of New York Mellon Corp
CLOSED
Shares0 from 187,392
Change-187,392 (-100%)
Value$0 (-$7.4M)
Filed 2026-11-05
ABC Arbitrage SA
CLOSED
Shares0 from 180,859
Change-180,859 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-23
Focus Wealth Advisors, LLC
CLOSED
Shares0 from 151,926
Change-151,926 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-14
Texas Capital Bank Wealth Management Services Inc
CLOSED
Shares0 from 89,267
Change-89,267 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-09
Citigroup Inc
CLOSED
Shares0 from 81,078
Change-81,078 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-04
Segment Wealth Management, LLC
CLOSED
Shares0 from 79,999
Change-79,999 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-26
Creative Planning
CLOSED
Shares0 from 75,617
Change-75,617 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-02
Wolverine Asset Management LLC
CLOSED
Shares0 from 70,935
Change-70,935 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-02
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 65,848
Change-65,848 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-16
Cannon Global Investment Management, LLC
CLOSED
Shares0 from 49,960
Change-49,960 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
CLOSED
Shares0 from 47,801
Change-47,801 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Mcdaniel Terry & Co
CLOSED
Shares0 from 46,419
Change-46,419 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
Clear Trail Advisors, LLC
CLOSED
Shares0 from 46,368
Change-46,368 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-20
Versor Investments LP
CLOSED
Shares0 from 46,173
Change-46,173 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-23
Academy Capital Management
CLOSED
Shares0 from 34,720
Change-34,720 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Inscription Capital, LLC
CLOSED
Shares0 from 29,202
Change-29,202 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Barclays PLC
CLOSED
Shares0 from 26,140
Change-26,140 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 23,844
Change-23,844 (-100%)
Value$0 (-$937.5K)
Filed 2026-10-21
Russell Investments Group, Ltd.
CLOSED
Shares0 from 23,575
Change-23,575 (-100%)
Value$0 (-$927.0K)
Filed 2026-11-06
Louisiana State Employees Retirement System
CLOSED
Shares0 from 20,100
Change-20,100 (-100%)
Value$0 (-$790.3K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$786.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 19,674
Change-19,674 (-100%)
Value$0 (-$773.6K)
Filed 2026-11-02
OP Asset Management Ltd
CLOSED
Shares0 from 18,971
Change-18,971 (-100%)
Value$0 (-$745.9K)
Filed 2026-11-05
Argent Trust Co
CLOSED
Shares0 from 17,258
Change-17,258 (-100%)
Value$0 (-$678.6K)
Filed 2026-11-09
State of Alaska, Department of Revenue
CLOSED
Shares0 from 17,255
Change-17,255 (-100%)
Value$0 (-$678.0K)
Filed 2026-10-15
ProShare Advisors LLC
CLOSED
Shares0 from 16,735
Change-16,735 (-100%)
Value$0 (-$658.0K)
Filed 2026-10-29
Sheets Smith Wealth Management
CLOSED
Shares0 from 16,470
Change-16,470 (-100%)
Value$0 (-$647.6K)
Filed 2026-10-16
Versant Capital Management, Inc
CLOSED
Shares0 from 14,446
Change-14,446 (-100%)
Value$0 (-$568.0K)
Filed 2026-10-02
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 13,717
Change-13,717 (-100%)
Value$0 (-$539.4K)
Filed 2026-10-21
Squarepoint Ops LLC
CLOSED
Shares0 from 13,602
Change-13,602 (-100%)
Value$0 (-$534.8K)
Filed 2026-11-09
LPL Financial LLC
CLOSED
Shares0 from 13,180
Change-13,180 (-100%)
Value$0 (-$518.2K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
CLOSED
Shares0 from 13,043
Change-13,043 (-100%)
Value$0 (-$512.9K)
Filed 2026-11-09
Yousif Capital Management, LLC
CLOSED
Shares0 from 12,147
Change-12,147 (-100%)
Value$0 (-$477.6K)
Filed 2026-10-22
Chicago Capital Management, LLC
CLOSED
Shares0 from 11,559
Change-11,559 (-100%)
Value$0 (-$342.4K)
Filed 2026-10-21
Amalgamated Bank
CLOSED
Shares0 from 11,065
Change-11,065 (-100%)
Value$0 (-$435.0K)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED
Shares0 from 10,868
Change-10,868 (-100%)
Value$0 (-$427.3K)
Filed 2026-11-03
Intech Investment Management LLC
CLOSED
Shares0 from 10,361
Change-10,361 (-100%)
Value$0 (-$407.4K)
Filed 2026-11-09
Oregon Public Employees Retirement Fund
CLOSED
Shares0 from 10,327
Change-10,327 (-100%)
Value$0 (-$406.1K)
Filed 2026-10-30
New York State Teachers Retirement System
CLOSED
Shares0 from 9,807
Change-9,807 (-100%)
Value$0 (-$386.0K)
Filed 2026-10-22
Fifth Third Bancorp
CLOSED
Shares0 from 9,619
Change-9,619 (-100%)
Value$0 (-$378.2K)
Filed 2026-11-05
First Trust Capital Management L.P.
CLOSED
Shares0 from 8,600
Change-8,600 (-100%)
Value$0 (-$338.2K)
Filed 2026-11-06
Handelsbanken Fonder AB
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$330)
Filed 2026-11-09
Quadrant Capital Group LLC
CLOSED
Shares0 from 8,181
Change-8,181 (-100%)
Value$0 (-$321.7K)
Filed 2026-10-20
Rahlfs Capital, LLC
CLOSED
Shares0 from 7,581
Change-7,581 (-100%)
Value$0 (-$298.1K)
Filed 2026-10-23
Maryland State Retirement & Pension System
CLOSED
Shares0 from 6,675
Change-6,675 (-100%)
Value$0 (-$262.5K)
Filed 2026-11-05
Avior Wealth Management, LLC
CLOSED
Shares0 from 6,333
Change-6,333 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-13
Harrell Investment Partners, LLC
CLOSED
Shares0 from 6,140
Change-6,140 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-15
Pictet Asset Management Holding SA
CLOSED
Shares0 from 6,011
Change-6,011 (-100%)
Value$0 (-$236.4K)
Filed 2026-11-03
Mutual of America Capital Management LLC
CLOSED
Shares0 from 5,249
Change-5,249 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-23
Mather Group, Llc.
CLOSED
Shares0 from 4,979
Change-4,979 (-100%)
Value$0 (-$195.8K)
Filed 2026-10-14
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 4,389
Change-4,389 (-100%)
Value$0 (-$172.6K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,990
Change-2,990 (-100%)
Value$0 (-$117.6K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 2,985
Change-2,985 (-100%)
Value$0 (-$117.4K)
Filed 2026-11-04
Deutsche Bank Ag\
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$75.9K)
Filed 2026-11-06
Gamma Investing LLC
CLOSED
Shares0 from 1,862
Change-1,862 (-100%)
Value$0 (-$73.2K)
Filed 2026-10-08
Signaturefd, LLC
CLOSED
Shares0 from 1,569
Change-1,569 (-100%)
Value$0 (-$61.7K)
Filed 2026-10-23
Parallel Advisors, LLC
CLOSED
Shares0 from 1,474
Change-1,474 (-100%)
Value$0 (-$58.0K)
Filed 2026-11-03
Strs Ohio
CLOSED
Shares0 from 968
Change-968 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-30
Sterling Capital Management LLC
CLOSED
Shares0 from 949
Change-949 (-100%)
Value$0 (-$37.3K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$31.4K)
Filed 2026-10-27
Salomon & Ludwin, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$27.5K)
Filed 2026-10-29
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 499
Change-499 (-100%)
Value$0 (-$20)
Filed 2026-10-22
US Bancorp \de\
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-05
Bessemer Group Inc
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$12)
Filed 2026-11-09
Farther Finance Advisors, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-08
Lummis Asset Management, LP
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.9K)
Filed 2026-11-09
UMB Bank, n.a.
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-06
Hantz Financial Services, Inc.
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-04
Bare Financial Services, Inc
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-04
Larson Financial Group LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-05
IFP Advisors, Inc
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-16
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-22
Essential Partners LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-14
True Wealth Design, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$905)
Filed 2026-10-13
Parkside Financial Bank & Trust
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$787)
Filed 2026-10-27
Assetmark, Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$708)
Filed 2026-10-21
Financial Consulate, Inc
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$630)
Filed 2026-10-23
Covestor Ltd
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1)
Filed 2026-10-30
Torren Management, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$550)
Filed 2026-10-29
CoreCap Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$472)
Filed 2026-10-08
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$394)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$315)
Filed 2026-10-15
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$276)
Filed 2026-10-09
Clearstead Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$158)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 ($0)
Filed 2026-11-06
Davis Capital Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$118)
Filed 2026-10-08
Fortitude Family Office, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$79)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$39)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 6,344,688
Change-6,344,688 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,026,800
Change-2,026,800 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,947,340
Change-1,947,340 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,418,033
Change-1,418,033 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 977,587
Change-977,587 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 878,109
Change-878,109 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 815,467
Change-815,467 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 812,216
Change-812,216 (-100%)
Value—
AQR Arbitrage LLC
N/A
Shares— from 711,552
Change-711,552 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 627,679
Change-627,679 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 546,524
Change-546,524 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 474,654
Change-474,654 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 455,400
Change-455,400 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 418,411
Change-418,411 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 398,737
Change-398,737 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 383,227
Change-383,227 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 357,235
Change-357,235 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 324,592
Change-324,592 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 321,664
Change-321,664 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 313,886
Change-313,886 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 296,871
Change-296,871 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 289,221
Change-289,221 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 284,640
Change-284,640 (-100%)
Value—
Alpine Associates Management Inc.
N/A
Shares— from 283,750
Change-283,750 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 282,786
Change-282,786 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 277,320
Change-277,320 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 255,805
Change-255,805 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 229,638
Change-229,638 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 214,141
Change-214,141 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 206,247
Change-206,247 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 200,980
Change-200,980 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 160,912
Change-160,912 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 157,453
Change-157,453 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 153,441
Change-153,441 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 142,565
Change-142,565 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 138,128
Change-138,128 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 118,294
Change-118,294 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 110,577
Change-110,577 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 101,764
Change-101,764 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 98,749
Change-98,749 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 96,262
Change-96,262 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 79,256
Change-79,256 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 75,234
Change-75,234 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 65,848
Change-65,848 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 65,701
Change-65,701 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 65,226
Change-65,226 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 65,223
Change-65,223 (-100%)
Value—
FMR LLC
N/A
Shares— from 60,480
Change-60,480 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 58,045
Change-58,045 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 52,567
Change-52,567 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 46,566
Change-46,566 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 45,302
Change-45,302 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 42,800
Change-42,800 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,489
Change-41,489 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,210
Change-41,210 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 40,747
Change-40,747 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 38,956
Change-38,956 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,832
Change-34,832 (-100%)
Value—
Kintayl Capital LP
N/A
Shares— from 34,435
Change-34,435 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 31,220
Change-31,220 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,806
Change-30,806 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 28,368
Change-28,368 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 26,525
Change-26,525 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 26,350
Change-26,350 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 26,164
Change-26,164 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 25,159
Change-25,159 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 24,010
Change-24,010 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 22,550
Change-22,550 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 21,684
Change-21,684 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 21,270
Change-21,270 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,439
Change-20,439 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 19,495
Change-19,495 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 17,701
Change-17,701 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 17,582
Change-17,582 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 17,240
Change-17,240 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 14,994
Change-14,994 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 14,433
Change-14,433 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 14,248
Change-14,248 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,887
Change-13,887 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 11,630
Change-11,630 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,088
Change-11,088 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 10,658
Change-10,658 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 10,598
Change-10,598 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 6,633
Change-6,633 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 814
Change-814 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 788
Change-788 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 197
Change-197 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Allworth Financial LP
INCREASED248212+36+17%$8.3K$9.8K+$1.4K2026-11-06
Dimensional Fund Advisors LP
CLOSED02,581,607-2,581,607-100%$101.5M$0-$101.5M2026-11-04
King Luther Capital Management Corp
CLOSED01,285,316-1,285,316-100%$50.5M$0-$50.5M2026-11-05
Geode Capital Management, LLC
CLOSED0549,076-549,076-100%$21.6M$0-$21.6M2026-11-06
Principal Financial Group Inc
CLOSED0220,521-220,521-100%$8.7M$0-$8.7M2026-11-02
Bank of New York Mellon Corp
CLOSED0187,392-187,392-100%$7.4M$0-$7.4M2026-11-05
ABC Arbitrage SA
CLOSED0180,859-180,859-100%$7.1M$0-$7.1M2026-10-23
Focus Wealth Advisors, LLC
CLOSED0151,926-151,926-100%$6.0M$0-$6.0M2026-10-14
Texas Capital Bank Wealth Management Services Inc
CLOSED089,267-89,267-100%$3.5M$0-$3.5M2026-11-09
Citigroup Inc
CLOSED081,078-81,078-100%$3.2M$0-$3.2M2026-11-04
Segment Wealth Management, LLC
CLOSED079,999-79,999-100%$3.1M$0-$3.1M2026-10-26
Creative Planning
CLOSED075,617-75,617-100%$3.0M$0-$3.0M2026-11-02
Wolverine Asset Management LLC
CLOSED070,935-70,935-100%$2.8M$0-$2.8M2026-11-02
Financial Synergies Wealth Advisors, Inc.
CLOSED065,848-65,848-100%$2.6M$0-$2.6M2026-10-16
Cannon Global Investment Management, LLC
CLOSED049,960-49,960-100%$2.0M$0-$2.0M2026-10-20
Beaumont Asset Management, L.L.C.
CLOSED047,801-47,801-100%$1.9M$0-$1.9M2026-10-16
Mcdaniel Terry & Co
CLOSED046,419-46,419-100%$1.8M$0-$1.8M2026-11-05
Clear Trail Advisors, LLC
CLOSED046,368-46,368-100%$1.8M$0-$1.8M2026-10-20
Versor Investments LP
CLOSED046,173-46,173-100%$1.8M$0-$1.8M2026-10-23
Academy Capital Management
CLOSED034,720-34,720-100%$1.4M$0-$1.4M2026-11-05
Inscription Capital, LLC
CLOSED029,202-29,202-100%$1.1M$0-$1.1M2026-11-02
Barclays PLC
CLOSED026,140-26,140-100%$1.0M$0-$1.0M2026-11-06
Crossmark Global Holdings, Inc.
CLOSED023,844-23,844-100%$937.5K$0-$937.5K2026-10-21
Russell Investments Group, Ltd.
CLOSED023,575-23,575-100%$927.0K$0-$927.0K2026-11-06
Louisiana State Employees Retirement System
CLOSED020,100-20,100-100%$790.3K$0-$790.3K2026-10-20
Cambridge Investment Research Advisors, Inc.
CLOSED020,000-20,000-100%$786.0K$0-$786.0K2026-11-02
Commonwealth Equity Services, LLC
CLOSED019,674-19,674-100%$773.6K$0-$773.6K2026-11-02
OP Asset Management Ltd
CLOSED018,971-18,971-100%$745.9K$0-$745.9K2026-11-05
Argent Trust Co
CLOSED017,258-17,258-100%$678.6K$0-$678.6K2026-11-09
State of Alaska, Department of Revenue
CLOSED017,255-17,255-100%$678.0K$0-$678.0K2026-10-15
ProShare Advisors LLC
CLOSED016,735-16,735-100%$658.0K$0-$658.0K2026-10-29
Sheets Smith Wealth Management
CLOSED016,470-16,470-100%$647.6K$0-$647.6K2026-10-16
Versant Capital Management, Inc
CLOSED014,446-14,446-100%$568.0K$0-$568.0K2026-10-02
Precedent Wealth Partners, LLC
CLOSED013,717-13,717-100%$539.4K$0-$539.4K2026-10-21
Squarepoint Ops LLC
CLOSED013,602-13,602-100%$534.8K$0-$534.8K2026-11-09
LPL Financial LLC
CLOSED013,180-13,180-100%$518.2K$0-$518.2K2026-11-06
Police & Firemen's Retirement System of New Jersey
CLOSED013,043-13,043-100%$512.9K$0-$512.9K2026-11-09
Yousif Capital Management, LLC
CLOSED012,147-12,147-100%$477.6K$0-$477.6K2026-10-22
Chicago Capital Management, LLC
CLOSED011,559-11,559-100%$342.4K$0-$342.4K2026-10-21
Amalgamated Bank
CLOSED011,065-11,065-100%$435.0K$0-$435.0K2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED010,868-10,868-100%$427.3K$0-$427.3K2026-11-03
Intech Investment Management LLC
CLOSED010,361-10,361-100%$407.4K$0-$407.4K2026-11-09
Oregon Public Employees Retirement Fund
CLOSED010,327-10,327-100%$406.1K$0-$406.1K2026-10-30
New York State Teachers Retirement System
CLOSED09,807-9,807-100%$386.0K$0-$386.0K2026-10-22
Fifth Third Bancorp
CLOSED09,619-9,619-100%$378.2K$0-$378.2K2026-11-05
First Trust Capital Management L.P.
CLOSED08,600-8,600-100%$338.2K$0-$338.2K2026-11-06
Handelsbanken Fonder AB
CLOSED08,400-8,400-100%$330$0-$3302026-11-09
Quadrant Capital Group LLC
CLOSED08,181-8,181-100%$321.7K$0-$321.7K2026-10-20
Rahlfs Capital, LLC
CLOSED07,581-7,581-100%$298.1K$0-$298.1K2026-10-23
Maryland State Retirement & Pension System
CLOSED06,675-6,675-100%$262.5K$0-$262.5K2026-11-05
Avior Wealth Management, LLC
CLOSED06,333-6,333-100%$249.0K$0-$249.0K2026-10-13
Harrell Investment Partners, LLC
CLOSED06,140-6,140-100%$241.4K$0-$241.4K2026-10-15
Pictet Asset Management Holding SA
CLOSED06,011-6,011-100%$236.4K$0-$236.4K2026-11-03
Mutual of America Capital Management LLC
CLOSED05,249-5,249-100%$206.4K$0-$206.4K2026-10-23
Mather Group, Llc.
CLOSED04,979-4,979-100%$195.8K$0-$195.8K2026-10-14
Nisa Investment Advisors, LLC
CLOSED04,389-4,389-100%$172.6K$0-$172.6K2026-10-20
PNC Financial Services Group, Inc.
CLOSED02,990-2,990-100%$117.6K$0-$117.6K2026-11-06
Plante Moran Financial Advisors, LLC
CLOSED02,985-2,985-100%$117.4K$0-$117.4K2026-11-04
Deutsche Bank Ag\
CLOSED01,930-1,930-100%$75.9K$0-$75.9K2026-11-06
Gamma Investing LLC
CLOSED01,862-1,862-100%$73.2K$0-$73.2K2026-10-08
Signaturefd, LLC
CLOSED01,569-1,569-100%$61.7K$0-$61.7K2026-10-23
Parallel Advisors, LLC
CLOSED01,474-1,474-100%$58.0K$0-$58.0K2026-11-03
Strs Ohio
CLOSED0968-968-100%$38.1K$0-$38.1K2026-10-30
Sterling Capital Management LLC
CLOSED0949-949-100%$37.3K$0-$37.3K2026-10-22
Pinnacle Wealth Planning Services, Inc.
CLOSED0798-798-100%$31.4K$0-$31.4K2026-10-27
Salomon & Ludwin, LLC
CLOSED0700-700-100%$27.5K$0-$27.5K2026-10-29
Harbor Capital Advisors, Inc.
CLOSED0499-499-100%$20$0-$202026-10-22
US Bancorp \de\
CLOSED0410-410-100%$16.1K$0-$16.1K2026-11-05
Bessemer Group Inc
CLOSED0318-318-100%$12$0-$122026-11-09
Farther Finance Advisors, LLC
CLOSED0202-202-100%$7.9K$0-$7.9K2026-10-08
Lummis Asset Management, LP
CLOSED0200-200-100%$7.9K$0-$7.9K2026-11-09
UMB Bank, n.a.
CLOSED0182-182-100%$7.2K$0-$7.2K2026-11-06
Hantz Financial Services, Inc.
CLOSED0177-177-100%$7.0K$0-$7.0K2026-11-09
EverSource Wealth Advisors, LLC
CLOSED0173-173-100%$6.8K$0-$6.8K2026-11-04
Bare Financial Services, Inc
CLOSED0130-130-100%$5.1K$0-$5.1K2026-11-04
Larson Financial Group LLC
CLOSED067-67-100%$2.6K$0-$2.6K2026-11-05
IFP Advisors, Inc
CLOSED048-48-100%$1.9K$0-$1.9K2026-10-16
Farmers & Merchants Investments Inc
CLOSED028-28-100%$1.1K$0-$1.1K2026-10-22
Essential Partners LLC
CLOSED028-28-100%$1.1K$0-$1.1K2026-10-14
True Wealth Design, LLC
CLOSED023-23-100%$905$0-$9052026-10-13
Parkside Financial Bank & Trust
CLOSED020-20-100%$787$0-$7872026-10-27
Assetmark, Inc
CLOSED018-18-100%$708$0-$7082026-10-21
Financial Consulate, Inc
CLOSED016-16-100%$630$0-$6302026-10-23
Covestor Ltd
CLOSED014-14-100%$1$0-$12026-10-30
Torren Management, LLC
CLOSED014-14-100%$550$0-$5502026-10-29
CoreCap Advisors, LLC
CLOSED012-12-100%$472$0-$4722026-10-08
JFS Wealth Advisors, LLC
CLOSED010-10-100%$394$0-$3942026-11-03
Cedar Mountain Advisors, LLC
CLOSED08-8-100%$315$0-$3152026-10-15
Gilpin Wealth Management, LLC
CLOSED07-7-100%$276$0-$2762026-10-09
Clearstead Advisors, LLC
CLOSED04-4-100%$158$0-$1582026-11-06
Evolution Advisers, Inc.
CLOSED04-4-100%$0$0$02026-11-06
Davis Capital Management
CLOSED03-3-100%$118$0-$1182026-10-08
Fortitude Family Office, LLC
CLOSED02-2-100%$79$0-$792026-10-14
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$39$0-$392026-10-07
BlackRock, Inc.
N/A—6,344,688-6,344,688-100%$249.5M———
Vanguard Capital Management LLC
N/A—2,026,800-2,026,800-100%$79.7M———
State Street Corp
N/A—1,947,340-1,947,340-100%$76.6M———
Millennium Management LLC
N/A—1,418,033-1,418,033-100%$55.8M———
Qube Research & Technologies Ltd
N/A—977,587-977,587-100%$38.4M———
Balyasny Asset Management L.P.
N/A—878,109-878,109-100%$34.5M———
Gardner Lewis Asset Management L P
N/A—815,467-815,467-100%$32.1M———
Magnetar Financial LLC
N/A—812,216-812,216-100%$31.9M———
AQR Arbitrage LLC
N/A—711,552-711,552-100%$28.0M———
Vanguard Portfolio Management LLC
N/A—627,679-627,679-100%$24.7M———
Goldman Sachs Group Inc
N/A—546,524-546,524-100%$21.5M———
JPMorgan Chase & Co
N/A—474,654-474,654-100%$18.7M———
Toronto Dominion Bank
N/A—455,400-455,400-100%$17.9M———
Morgan Stanley
N/A—418,411-418,411-100%$16.5M———
Polar Asset Management Partners Inc.
N/A—398,737-398,737-100%$15.7M———
Water Island Capital LLC
N/A—383,227-383,227-100%$15.1M———
Bank of America Corp
N/A—357,235-357,235-100%$14.0M———
HRT Financial LP
N/A—324,592-324,592-100%$12.8M———
Charles Schwab Investment Management Inc
N/A—321,664-321,664-100%$12.6M———
Royal Bank of Canada
N/A—313,886-313,886-100%$12.3M———
Two Sigma Investments, LP
N/A—296,871-296,871-100%$11.7M———
Northern Trust Corp
N/A—289,221-289,221-100%$11.4M———
Vanguard Fiduciary Trust Co
N/A—284,640-284,640-100%$11.2M———
Alpine Associates Management Inc.
N/A—283,750-283,750-100%$11.2M———
Renaissance Technologies LLC
N/A—282,786-282,786-100%$11.1M———
HighTower Advisors, LLC
N/A—277,320-277,320-100%$10.9M———
American Century Companies Inc
N/A—255,805-255,805-100%$10.1M———
Prelude Capital Management, LLC
N/A—229,638-229,638-100%$9.0M———
Arrowstreet Capital, Limited Partnership
N/A—214,141-214,141-100%$8.4M———
Mercer Global Advisors Inc
N/A—206,247-206,247-100%$8.1M———
Invesco Ltd.
N/A—200,980-200,980-100%$7.9M———
Callahan Advisors, LLC
N/A—160,912-160,912-100%$6.3M———
Public Sector Pension Investment Board
N/A—157,453-157,453-100%$6.2M———
Susquehanna International Group, LLP
N/A—153,441-153,441-100%$6.0M———
D. E. Shaw & Co., Inc.
N/A—142,565-142,565-100%$5.6M———
Nexpoint Asset Management, L.P.
N/A—138,128-138,128-100%$5.4M———
XTX Topco Ltd
N/A—118,294-118,294-100%$4.7M———
Rhumbline Advisers
N/A—110,577-110,577-100%$4.3M———
Virtu Financial LLC
N/A—101,764-101,764-100%$4.0M———
UBS Asset Management Americas LLC
N/A—98,749-98,749-100%$3.9M———
Swiss National Bank
N/A—96,262-96,262-100%$3.8M———
Quantinno Capital Management LP
N/A—79,256-79,256-100%$3.1M———
Ameriprise Financial Inc
N/A—75,234-75,234-100%$3.0M———
Paragon Capital Management LLC
N/A—65,848-65,848-100%$2.6M———
Legal & General Group Plc
N/A—65,701-65,701-100%$2.6M———
California State Teachers Retirement System
N/A—65,226-65,226-100%$2.6M———
Nuveen, LLC
N/A—65,223-65,223-100%$2.6M———
FMR LLC
N/A—60,480-60,480-100%$2.4M———
Alliancebernstein L.P.
N/A—58,045-58,045-100%$2.1M———
AQR Capital Management LLC
N/A—52,567-52,567-100%$2.1M———
Prudential Financial Inc
N/A—46,566-46,566-100%$1.8M———
Mangrove Partners IM, LLC
N/A—45,302-45,302-100%$1.8M———
Teton Advisors, LLC
N/A—42,800-42,800-100%$1.7M———
UBS Group AG
N/A—41,489-41,489-100%$1.6M———
Citadel Advisors LLC
N/A—41,210-41,210-100%$1.6M———
Centiva Capital, LP
N/A—40,747-40,747-100%$1.6M———
Franklin Resources Inc
N/A—38,956-38,956-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—34,832-34,832-100%$1.4M———
Kintayl Capital LP
N/A—34,435-34,435-100%$1.4M———
Point72 Asset Management, L.P.
N/A—31,220-31,220-100%$1.2M———
Arax Advisory Partners
N/A—30,806-30,806-100%$1.2M———
Oxbow Advisors, LLC
N/A—28,368-28,368-100%$1.1M———
Voloridge Investment Management, LLC
N/A—26,525-26,525-100%$1.0M———
Price T Rowe Associates Inc
N/A—26,350-26,350-100%$1.0M———
Rafferty Asset Management, LLC
N/A—26,164-26,164-100%$1.0M———
Sfmg, LLC
N/A—25,159-25,159-100%$989.2K———
Bridgewater Associates, LP
N/A—24,010-24,010-100%$944.1K———
Occudo Quantitative Strategies LP
N/A—22,550-22,550-100%$886.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—21,684-21,684-100%$852.6K———
State of Tennessee, Department of Treasury
N/A—21,270-21,270-100%$836.3K———
Beacon Pointe Advisors, LLC
N/A—20,439-20,439-100%$803.7K———
Jupiter Topco LLC
N/A—19,495-19,495-100%$765.1K———
New York State Common Retirement Fund
N/A—17,701-17,701-100%$696.0K———
SG Americas Securities, LLC
N/A—17,582-17,582-100%$691.0K———
Vanguard Global Advisers, LLC
N/A—17,240-17,240-100%$677.9K———
Tower Research Capital LLC (TRC)
N/A—16,850-16,850-100%$662.5K———
Oxford Asset Management LLP
N/A—14,994-14,994-100%$589.6K———
Schonfeld Strategic Advisors LLC
N/A—14,433-14,433-100%$567.5K———
LMR Partners LLP
N/A—14,248-14,248-100%$560.2K———
State Board of Administration of Florida Retirement System
N/A—13,904-13,904-100%$546.7K———
Hancock Whitney Corp
N/A—13,887-13,887-100%$546.0K———
Teachers Retirement System of the State of Kentucky
N/A—11,630-11,630-100%$457.0K———
Icon Wealth Advisors, LLC
N/A—11,088-11,088-100%$436.0K———
Patron Partners, LLC
N/A—10,658-10,658-100%$419.1K———
Harvest Management LLC
N/A—10,598-10,598-100%$416.7K———
Public Employees Retirement Association of Colorado
N/A—10,257-10,257-100%$403.0K———
Crestmont Private Wealth LLC
N/A—10,145-10,145-100%$398.9K———
CSS LLC
N/A—10,000-10,000-100%$393.2K———
Greenland Capital Management LP
N/A—10,000-10,000-100%$393.2K———
Focus Partners Wealth
N/A—9,914-9,914-100%$389.8K———
Foundations Investment Advisors, LLC
N/A—9,208-9,208-100%$362.1K———
PenderFund Capital Management Ltd.
N/A—8,800-8,800-100%$346.0K———
Brevan Howard Capital Management LP
N/A—8,600-8,600-100%$338.2K———
Sequoia Financial Advisors, LLC
N/A—8,427-8,427-100%$331.4K———
SummitTX Capital, L.P.
N/A—8,144-8,144-100%$320.2K———
Victory Capital Management Inc
N/A—7,688-7,688-100%$302.3K———
SEI Investments Co
N/A—7,569-7,569-100%$297.6K———
Mariner, LLC
N/A—6,633-6,633-100%$260.8K———
Murchinson Ltd.
N/A—6,300-6,300-100%$247.7K———
Cetera Investment Advisers
N/A—6,105-6,105-100%$240.0K———
IEQ Capital, LLC
N/A—5,983-5,983-100%$235.3K———
Janney Montgomery Scott LLC
N/A—5,524-5,524-100%$217.0K———
Jones Financial Companies Lllp
N/A—4,128-4,128-100%$163.8K———
Ameritas Investment Partners, Inc.
N/A—3,931-3,931-100%$154.6K———
Ameriflex Group, Inc.
N/A—2,155-2,155-100%$84.7K———
Longfellow Investment Management Co LLC
N/A—2,079-2,079-100%$81.7K———
Rockefeller Capital Management L.P.
N/A—1,292-1,292-100%$50.8K———
Wells Fargo & Company
N/A—1,077-1,077-100%$42.4K———
Federation des caisses Desjardins du Quebec
N/A—814-814-100%$32.0K———
Skandinaviska Enskilda Banken AB (publ)
N/A—788-788-100%$31.0K———
Optiver Holding B.V.
N/A—255-255-100%$10.0K———
Smartleaf Asset Management LLC
N/A—253-253-100%$9.9K———
Public Employees Retirement System of Ohio
N/A—197-197-100%$7.7K———
Keating Financial Advisory Services, Inc.
N/A—75-75-100%$2.9K———
Osaic Holdings, Inc.
N/A—71-71-100%$2.8K———
Rothschild Investment LLC
N/A—62-62-100%$2.4K———
Ankerstar Wealth, LLC
N/A—5-5-100%$197———
Basecamp Wealth Advisors LLC
N/A—2-2-100%$79———
Freestone Grove Partners LP
N/A—1-1-100%$39———
MetLife Investment Management, LLC
N/A—00—$0———
Showing 214 of 214 institutions