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Strive Inc (ASST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Interchange Capital Partners, LLC
UNCHANGED
Shares882,086 from 882,086
Change0 (0%)
Value$25.9M (+$16.3M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares237,100 from 185,556
Change+51,544 (+28%)
Value$7.0M (+$4.9M)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares133,049 from 35,165
Change+97,884 (+278%)
Value$3.9M (+$3.5M)
Filed 2026-11-04
Cap Partners, LLC
INCREASED
Shares84,707 from 81,035
Change+3,672 (+5%)
Value$2.5M (+$1.6M)
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED
Shares77,604 from 55,690
Change+21,914 (+39%)
Value$2.3M (+$1.7M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares69,327 from 27,312
Change+42,015 (+154%)
Value$2.0M (+$1.7M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares50,580 from 57,162
Change-6,582 (-12%)
Value$1.5M (+$863.9K)
Filed 2026-10-30
Accuvest Global Advisors
DECREASED
Shares44,040 from 44,225
Change-185 (0%)
Value$1.3M (+$814.0K)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares43,393 from 77,191
Change-33,798 (-44%)
Value$1.3M (+$434.0K)
Filed 2026-11-04
Fulcrum Asset Management LLP
NEW
Shares40,418
Change+40,418
Value$1.2M
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares33,150 from 46,934
Change-13,784 (-29%)
Value$974.9K (+$462.9K)
Filed 2026-11-05
REX Advisers, LLC
NEW
Shares32,700
Change+32,700
Value$958.4K
Filed 2026-10-08
J. Derek Lewis & Associates Inc.
INCREASED
Shares31,300 from 25,000
Change+6,300 (+25%)
Value$920.5K (+$647.8K)
Filed 2026-11-03
Hartline Investment Corp/
INCREASED
Shares26,088 from 10,041
Change+16,047 (+160%)
Value$767.2K (+$657.7K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares25,791 from 13,999
Change+11,792 (+84%)
Value$758.5K (+$605.8K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares23,895 from 23,971
Change-76 (0%)
Value$702.8K (+$441.2K)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED
Shares22,002 from 24,052
Change-2,050 (-9%)
Value$647.1K (+$384.7K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares20,409 from 18,795
Change+1,614 (+9%)
Value$591.3K (+$364.0K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares16,495 from 12,171
Change+4,324 (+36%)
Value$485.1K (+$352.3K)
Filed 2026-11-02
Klingman & Associates, LLC
DECREASED
Shares15,948 from 23,469
Change-7,521 (-32%)
Value$469.0K (+$213.0K)
Filed 2026-10-20
Belvedere Trading LLC
DECREASED
Shares15,508 from 48,607
Change-33,099 (-68%)
Value$456.1K (-$74.2K)
Filed 2026-11-05
TB Alternative Assets Ltd.
NEW
Shares12,749
Change+12,749
Value$374.9K
Filed 2026-10-16
Lauer Wealth, LLC
DECREASED
Shares12,145 from 15,225
Change-3,080 (-20%)
Value$342.9K (+$153.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares11,319 from 10,661
Change+658 (+6%)
Value$332.9K (+$216.6K)
Filed 2026-10-08
Tobam
DECREASED
Shares10,912 from 14,586
Change-3,674 (-25%)
Value$321 (+$162)
Filed 2026-11-03
United Capital Management of KS, Inc.
NEW
Shares10,392
Change+10,392
Value$305.6K
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares10,178 from 39,376
Change-29,198 (-74%)
Value$299.3K (-$130.3K)
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares9,982 from 10,712
Change-730 (-7%)
Value$293.6K (+$176.7K)
Filed 2026-10-15
ProShare Advisors LLC
NEW
Shares9,425
Change+9,425
Value$277.2K
Filed 2026-10-29
Elevatus Welath Management
NEW
Shares7,783
Change+7,783
Value$228.9K
Filed 2026-10-19
Abel Hall, LLC
NEW
Shares7,318
Change+7,318
Value$215.2K
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares5,464 from 2,160
Change+3,304 (+153%)
Value$160.7K (+$137.1K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares4,276 from 4,436
Change-160 (-4%)
Value$125.8K (+$77.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares3,141 from 1,614
Change+1,527 (+95%)
Value$92.4K (+$74.8K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares1,472 from 1,281
Change+191 (+15%)
Value$43.3K (+$29.3K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares856 from 489
Change+367 (+75%)
Value$25.2K (+$19.8K)
Filed 2026-10-27
Gamma Investing LLC
INCREASED
Shares824 from 721
Change+103 (+14%)
Value$24.2K (+$16.4K)
Filed 2026-10-08
GK Wealth Management LLC
NEW
Shares568
Change+568
Value$16.7K
Filed 2026-10-09
Hurley Capital, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$7.7K (+$4.8K)
Filed 2026-11-05
Parallel Advisors, LLC
NEW
Shares246
Change+246
Value$7.2K
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$6.2K (+$3.9K)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$4.6K (+$2.9K)
Filed 2026-10-14
Parkside Financial Bank & Trust
NEW
Shares144
Change+144
Value$4.2K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares117 from 58
Change+59 (+102%)
Value$3.4K (+$2.8K)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$2 (+$2)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares82
Change+82
Value$2.4K
Filed 2026-11-05
Evermay Wealth Management LLC
NEW
Shares75
Change+75
Value$2.2K
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares62
Change+62
Value$1.8K
Filed 2026-10-21
SJS Investment Consulting Inc.
NEW
Shares57
Change+57
Value$1.7K
Filed 2026-10-26
Financial Consulate, Inc
NEW
Shares46
Change+46
Value$1.4K
Filed 2026-10-23
Owl Creek Wealth Partners LLC
NEW
Shares45
Change+45
Value$1.3K
Filed 2026-10-20
Ascentis Wealth Management, LLC
NEW
Shares22
Change+22
Value$647
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$618 (+$498)
Filed 2026-10-14
Bell Investment Advisors, Inc
NEW
Shares17
Change+17
Value$500
Filed 2026-10-29
Hughes Financial Services, LLC
INCREASED
Shares15 from 2
Change+13 (+650%)
Value$374 (+$352)
Filed 2026-10-30
Covestor Ltd
DECREASED
Shares15 from 26
Change-11 (-42%)
Value$0 ($0)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares14 from 9
Change+5 (+56%)
Value$412 (+$314)
Filed 2026-10-16
CoreCap Advisors, LLC
NEW
Shares8
Change+8
Value$235
Filed 2026-10-08
Equitec Proprietary Markets, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$235 (+$148)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares4
Change+4
Value$118
Filed 2026-10-30
Assetmark, Inc
NEW
Shares1
Change+1
Value$29
Filed 2026-10-21
Imc-Chicago, LLC
CLOSED
Shares0 from 201,830
Change-201,830 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Generali Asset Management SPA SGR
CLOSED
Shares0 from 105,250
Change-105,250 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-26
State of Alaska, Department of Revenue
CLOSED
Shares0 from 19,804
Change-19,804 (-100%)
Value$0 (-$216)
Filed 2026-10-15
Summit Securities Group LLC
CLOSED
Shares0 from 789
Change-789 (-100%)
Value$0 (-$8.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 245
Change-245 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
State of Wyoming
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$731)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$622)
Filed 2026-10-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$540)
Filed 2026-11-05
North Star Investment Management Corp.
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$480)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$22)
Filed 2026-10-07
FMR LLC
N/A
Shares— from 9,887,332
Change-9,887,332 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,266,454
Change-5,266,454 (-100%)
Value—
Capital International Investors
N/A
Shares— from 3,017,663
Change-3,017,663 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,747,298
Change-2,747,298 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,089,455
Change-2,089,455 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 1,837,679
Change-1,837,679 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,502,726
Change-1,502,726 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,422,922
Change-1,422,922 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,229,275
Change-1,229,275 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,047,291
Change-1,047,291 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 700,482
Change-700,482 (-100%)
Value—
Alpine Fox Capital LLC
N/A
Shares— from 560,000
Change-560,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 504,643
Change-504,643 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 426,365
Change-426,365 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 404,376
Change-404,376 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 332,661
Change-332,661 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 291,087
Change-291,087 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 251,226
Change-251,226 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 223,465
Change-223,465 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 219,622
Change-219,622 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 207,300
Change-207,300 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 198,296
Change-198,296 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 189,361
Change-189,361 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 183,711
Change-183,711 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 167,820
Change-167,820 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 163,419
Change-163,419 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 148,124
Change-148,124 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 147,643
Change-147,643 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 127,778
Change-127,778 (-100%)
Value—
Mmcap International Inc. SPC
N/A
Shares— from 122,480
Change-122,480 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 115,353
Change-115,353 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 110,775
Change-110,775 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 90,618
Change-90,618 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 87,137
Change-87,137 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 78,731
Change-78,731 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 77,871
Change-77,871 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 71,126
Change-71,126 (-100%)
Value—
Barclays PLC
N/A
Shares— from 69,422
Change-69,422 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 64,935
Change-64,935 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 63,562
Change-63,562 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 63,176
Change-63,176 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 52,862
Change-52,862 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 49,510
Change-49,510 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 47,280
Change-47,280 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 46,892
Change-46,892 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 46,104
Change-46,104 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 44,018
Change-44,018 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 43,851
Change-43,851 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 41,669
Change-41,669 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 40,044
Change-40,044 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 37,771
Change-37,771 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 37,265
Change-37,265 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 35,727
Change-35,727 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 34,214
Change-34,214 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 33,591
Change-33,591 (-100%)
Value—
Natixis
N/A
Shares— from 32,841
Change-32,841 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 32,736
Change-32,736 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 29,261
Change-29,261 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 28,901
Change-28,901 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 27,440
Change-27,440 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 26,900
Change-26,900 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 25,974
Change-25,974 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,581
Change-24,581 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 24,321
Change-24,321 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 24,018
Change-24,018 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,141
Change-23,141 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 21,652
Change-21,652 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 20,915
Change-20,915 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,298
Change-20,298 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 20,182
Change-20,182 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 19,149
Change-19,149 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 18,740
Change-18,740 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 14,586
Change-14,586 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,388
Change-13,388 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 10,713
Change-10,713 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 10,514
Change-10,514 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 10,085
Change-10,085 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 730
Change-730 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 515
Change-515 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 55
Change-55 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 21
Change-21 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9
Change-9 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Quarry LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Interchange Capital Partners, LLC
UNCHANGED882,086882,08600%$9.6M$25.9M+$16.3M2026-10-28
Bank of New York Mellon Corp
INCREASED237,100185,556+51,544+28%$2.0M$7.0M+$4.9M2026-11-05
Citigroup Inc
INCREASED133,04935,165+97,884+278%$383.7K$3.9M+$3.5M2026-11-04
Cap Partners, LLC
INCREASED84,70781,035+3,672+5%$884.1K$2.5M+$1.6M2026-10-19
Caitong International Asset Management Co., Ltd
INCREASED77,60455,690+21,914+39%$607.6K$2.3M+$1.7M2026-10-29
Commonwealth Equity Services, LLC
INCREASED69,32727,312+42,015+154%$298.0K$2.0M+$1.7M2026-11-02
Kestra Private Wealth Services, LLC
DECREASED50,58057,162-6,582-12%$623.6K$1.5M+$863.9K2026-10-30
Accuvest Global Advisors
DECREASED44,04044,225-1850%$483.0K$1.3M+$814.0K2026-11-04
Simplex Trading, LLC
DECREASED43,39377,191-33,798-44%$842.2K$1.3M+$434.0K2026-11-04
Fulcrum Asset Management LLP
NEW40,418—+40,418——$1.2M—2026-11-04
US Bancorp \de\
DECREASED33,15046,934-13,784-29%$512.1K$974.9K+$462.9K2026-11-05
REX Advisers, LLC
NEW32,700—+32,700——$958.4K—2026-10-08
J. Derek Lewis & Associates Inc.
INCREASED31,30025,000+6,300+25%$272.8K$920.5K+$647.8K2026-11-03
Hartline Investment Corp/
INCREASED26,08810,041+16,047+160%$109.5K$767.2K+$657.7K2026-10-29
Apollon Wealth Management, LLC
INCREASED25,79113,999+11,792+84%$152.7K$758.5K+$605.8K2026-10-23
Independent Financial Group, LLC
DECREASED23,89523,971-760%$261.5K$702.8K+$441.2K2026-10-13
Avidian Wealth Enterprises, LLC
DECREASED22,00224,052-2,050-9%$262.4K$647.1K+$384.7K2026-10-08
Chicago Partners Investment Group LLC
INCREASED20,40918,795+1,614+9%$227.2K$591.3K+$364.0K2026-10-27
Kestra Advisory Services, LLC
INCREASED16,49512,171+4,324+36%$132.8K$485.1K+$352.3K2026-11-02
Klingman & Associates, LLC
DECREASED15,94823,469-7,521-32%$256.0K$469.0K+$213.0K2026-10-20
Belvedere Trading LLC
DECREASED15,50848,607-33,099-68%$530.3K$456.1K-$74.2K2026-11-05
TB Alternative Assets Ltd.
NEW12,749—+12,749——$374.9K—2026-10-16
Lauer Wealth, LLC
DECREASED12,14515,225-3,080-20%$188.9K$342.9K+$153.9K2026-10-13
Farther Finance Advisors, LLC
INCREASED11,31910,661+658+6%$116.3K$332.9K+$216.6K2026-10-08
Tobam
DECREASED10,91214,586-3,674-25%$159$321+$1622026-11-03
United Capital Management of KS, Inc.
NEW10,392—+10,392——$305.6K—2026-11-04
Vontobel Holding Ltd.
DECREASED10,17839,376-29,198-74%$429.6K$299.3K-$130.3K2026-10-16
Activest Wealth Management
DECREASED9,98210,712-730-7%$116.9K$293.6K+$176.7K2026-10-15
ProShare Advisors LLC
NEW9,425—+9,425——$277.2K—2026-10-29
Elevatus Welath Management
NEW7,783—+7,783——$228.9K—2026-10-19
Abel Hall, LLC
NEW7,318—+7,318——$215.2K—2026-10-19
Larson Financial Group LLC
INCREASED5,4642,160+3,304+153%$23.6K$160.7K+$137.1K2026-11-05
Nisa Investment Advisors, LLC
DECREASED4,2764,436-160-4%$48.4K$125.8K+$77.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED3,1411,614+1,527+95%$17.6K$92.4K+$74.8K2026-11-04
Sterling Capital Management LLC
INCREASED1,4721,281+191+15%$14.0K$43.3K+$29.3K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED856489+367+75%$5.3K$25.2K+$19.8K2026-10-27
Gamma Investing LLC
INCREASED824721+103+14%$7.9K$24.2K+$16.4K2026-10-08
GK Wealth Management LLC
NEW568—+568——$16.7K—2026-10-09
Hurley Capital, LLC
UNCHANGED26126100%$2.8K$7.7K+$4.8K2026-11-05
Parallel Advisors, LLC
NEW246—+246——$7.2K—2026-11-03
Signaturefd, LLC
UNCHANGED21021000%$2.3K$6.2K+$3.9K2026-10-23
Adirondack Trust Co
UNCHANGED15715700%$1.7K$4.6K+$2.9K2026-10-14
Parkside Financial Bank & Trust
NEW144—+144——$4.2K—2026-10-27
Fortitude Family Office, LLC
INCREASED11758+59+102%$633$3.4K+$2.8K2026-10-14
Avion Wealth
UNCHANGED878700%$0$2+$22026-11-04
Silver Grove Financial Group, Inc.
NEW82—+82——$2.4K—2026-11-05
Evermay Wealth Management LLC
NEW75—+75——$2.2K—2026-11-05
Root Financial Partners, LLC
NEW62—+62——$1.8K—2026-10-21
SJS Investment Consulting Inc.
NEW57—+57——$1.7K—2026-10-26
Financial Consulate, Inc
NEW46—+46——$1.4K—2026-10-23
Owl Creek Wealth Partners LLC
NEW45—+45——$1.3K—2026-10-20
Ascentis Wealth Management, LLC
NEW22—+22——$647—2026-11-03
Essential Partners LLC
INCREASED2111+10+91%$120$618+$4982026-10-14
Bell Investment Advisors, Inc
NEW17—+17——$500—2026-10-29
Hughes Financial Services, LLC
INCREASED152+13+650%$22$374+$3522026-10-30
Covestor Ltd
DECREASED1526-11-42%$0$0$02026-10-30
IFP Advisors, Inc
INCREASED149+5+56%$98$412+$3142026-10-16
CoreCap Advisors, LLC
NEW8—+8——$235—2026-10-08
Equitec Proprietary Markets, LLC
UNCHANGED8800%$87$235+$1482026-11-04
Provenance Wealth Advisors, LLC
NEW4—+4——$118—2026-10-30
Assetmark, Inc
NEW1—+1——$29—2026-10-21
Imc-Chicago, LLC
CLOSED0201,830-201,830-100%$2.2M$0-$2.2M2026-11-05
Generali Asset Management SPA SGR
CLOSED0105,250-105,250-100%$1.1M$0-$1.1M2026-10-26
State of Alaska, Department of Revenue
CLOSED019,804-19,804-100%$216$0-$2162026-10-15
Summit Securities Group LLC
CLOSED0789-789-100%$8.6K$0-$8.6K2026-11-05
International Assets Investment Management, LLC
CLOSED0245-245-100%$2.9K$0-$2.9K2026-11-02
AdvisorNet Financial, Inc
CLOSED0235-235-100%$2.6K$0-$2.6K2026-10-15
State of Wyoming
CLOSED0172-172-100%$1.9K$0-$1.9K2026-10-28
Physician Wealth Advisors, Inc.
CLOSED067-67-100%$731$0-$7312026-10-20
MassMutual Private Wealth & Trust, FSB
CLOSED057-57-100%$622$0-$6222026-10-05
Jefferies Financial Group Inc.
CLOSED049-49-100%$540$0-$5402026-11-05
North Star Investment Management Corp.
CLOSED044-44-100%$480$0-$4802026-10-27
Wealth Enhancement Trust Services, Inc.
CLOSED02-2-100%$22$0-$222026-10-07
FMR LLC
N/A—9,887,332-9,887,332-100%$107.9M———
BlackRock, Inc.
N/A—5,266,454-5,266,454-100%$57.5M———
Capital International Investors
N/A—3,017,663-3,017,663-100%$32.9M———
Vanguard Capital Management LLC
N/A—2,747,298-2,747,298-100%$30.0M———
Goldman Sachs Group Inc
N/A—2,089,455-2,089,455-100%$22.8M———
Geode Capital Management, LLC
N/A—1,837,679-1,837,679-100%$31.6M———
State Street Corp
N/A—1,502,726-1,502,726-100%$16.4M———
Morgan Stanley
N/A—1,422,922-1,422,922-100%$15.5M———
Susquehanna International Group, LLP
N/A—1,229,275-1,229,275-100%$13.4M———
UBS Group AG
N/A—1,047,291-1,047,291-100%$11.4M———
First Trust Advisors LP
N/A—700,482-700,482-100%$7.6M———
Alpine Fox Capital LLC
N/A—560,000-560,000-100%$6.1M———
Northern Trust Corp
N/A—504,643-504,643-100%$5.5M———
Vanguard Portfolio Management LLC
N/A—426,365-426,365-100%$4.7M———
Vanguard Fiduciary Trust Co
N/A—404,376-404,376-100%$4.4M———
Nuveen, LLC
N/A—332,661-332,661-100%$3.6M———
Moneta Group Investment Advisors LLC
N/A—291,087-291,087-100%$3.2M———
Raymond James Financial Inc
N/A—251,226-251,226-100%$2.7M———
Group One Trading LLC
N/A—223,465-223,465-100%$2.4M———
Capital Fund Management S.A.
N/A—219,622-219,622-100%$2.4M———
Jump Financial, LLC
N/A—207,300-207,300-100%$2.3M———
Summit Financial, LLC
N/A—198,296-198,296-100%$2.2M———
Charles Schwab Investment Management Inc
N/A—189,361-189,361-100%$2.1M———
Citadel Advisors LLC
N/A—183,711-183,711-100%$2.0M———
Wells Fargo & Company
N/A—167,820-167,820-100%$1.8M———
Point72 Asset Management, L.P.
N/A—163,419-163,419-100%$1.8M———
X-Square Capital, LLC
N/A—148,124-148,124-100%$1.6K———
Osaic Holdings, Inc.
N/A—147,643-147,643-100%$1.6M———
Squarepoint Ops LLC
N/A—127,778-127,778-100%$1.4M———
Mmcap International Inc. SPC
N/A—122,480-122,480-100%$1.3M———
Scientech Research LLC
N/A—115,353-115,353-100%$1.3M———
Bank of America Corp
N/A—110,775-110,775-100%$1.2M———
Southeast Asset Advisors, LLC
N/A—90,618-90,618-100%$988.6K———
Dark Forest Capital Management LP
N/A—87,137-87,137-100%$950.7K———
Millennium Management LLC
N/A—78,731-78,731-100%$859.0K———
Rhumbline Advisers
N/A—77,871-77,871-100%$849.6K———
Deutsche Bank Ag\
N/A—71,126-71,126-100%$776.0K———
Barclays PLC
N/A—69,422-69,422-100%$757.4K———
Quantinno Capital Management LP
N/A—64,935-64,935-100%$708.4K———
Alliancebernstein L.P.
N/A—63,562-63,562-100%$636.9K———
Stifel Financial Corp
N/A—63,176-63,176-100%$689.3K———
Price T Rowe Associates Inc
N/A—52,862-52,862-100%$577———
Healthcare of Ontario Pension Plan Trust Fund
N/A—50,000-50,000-100%$545.5K———
Truvestments Capital LLC
N/A—49,510-49,510-100%$540.2K———
Ameritas Advisory Services, LLC
N/A—47,280-47,280-100%$515.8K———
Royal Bank of Canada
N/A—46,892-46,892-100%$512.0K———
JPMorgan Chase & Co
N/A—46,104-46,104-100%$535.7K———
Invesco Ltd.
N/A—44,018-44,018-100%$480.2K———
ExodusPoint Capital Management, LP
N/A—43,851-43,851-100%$478.4K———
Bitwise Funds Trust
N/A—41,669-41,669-100%$454.6K———
Russell Investments Group, Ltd.
N/A—40,044-40,044-100%$436.9K———
MetLife Investment Management, LLC
N/A—37,771-37,771-100%$412.1K———
LPL Financial LLC
N/A—37,265-37,265-100%$406.6K———
Aspiring Ventures, LLC
N/A—35,727-35,727-100%$389.8K———
Franklin Resources Inc
N/A—34,214-34,214-100%$373.3K———
Cetera Investment Advisers
N/A—33,591-33,591-100%$366.5K———
Natixis
N/A—32,841-32,841-100%$358.3K———
Woodline Partners LP
N/A—32,736-32,736-100%$357.2K———
Caption Management, LLC
N/A—30,000-30,000-100%$327.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—29,261-29,261-100%$319.2K———
Walleye Trading LLC
N/A—28,901-28,901-100%$315.3K———
American Century Companies Inc
N/A—27,440-27,440-100%$299.4K———
Spartan Wealth Advisory Services LLC
N/A—26,900-26,900-100%$293.5K———
Huntington National Bank
N/A—25,974-25,974-100%$283.4K———
Vanguard Global Advisers, LLC
N/A—25,395-25,395-100%$277.1K———
HRT Financial LP
N/A—24,581-24,581-100%$268———
Inspire Advisors, LLC
N/A—24,321-24,321-100%$265.3K———
Independent Advisor Alliance
N/A—24,018-24,018-100%$262.0K———
Mercer Global Advisors Inc
N/A—23,141-23,141-100%$252.5K———
Merit Financial Group, LLC
N/A—23,040-23,040-100%$251.4K———
Two Sigma Investments, LP
N/A—21,652-21,652-100%$236.2K———
SG Americas Securities, LLC
N/A—20,915-20,915-100%$228———
Gladstone Institutional Advisory LLC
N/A—20,500-20,500-100%$223.7K———
AQR Capital Management LLC
N/A—20,298-20,298-100%$221.5K———
Nomura Holdings Inc
N/A—20,182-20,182-100%$220.2K———
BNP Paribas Financial Markets
N/A—19,149-19,149-100%$208.9K———
Intech Investment Management LLC
N/A—19,134-19,134-100%$208.8K———
Police & Firemen's Retirement System of New Jersey
N/A—18,740-18,740-100%$204.5K———
Mariner, LLC
N/A—16,705-16,705-100%$182.3K———
Manufacturers Life Insurance Company, the
N/A—16,423-16,423-100%$179.2K———
New York State Common Retirement Fund
N/A—16,377-16,377-100%$178.7K———
Focus Partners Wealth
N/A—14,586-14,586-100%$159.1K———
SEI Investments Co
N/A—14,468-14,468-100%$157.8K———
Cerity Partners LLC
N/A—13,930-13,930-100%$152.0K———
Tradition Wealth Management, LLC
N/A—13,388-13,388-100%$146.1K———
Ameriprise Financial Inc
N/A—13,276-13,276-100%$144.8K———
HHM Wealth Advisors, LLC
N/A—13,000-13,000-100%$141.8K———
Voya Investment Management LLC
N/A—12,369-12,369-100%$134.9K———
Modern Wealth Management, LLC
N/A—10,713-10,713-100%$116.9K———
CI Investments Inc.
N/A—10,514-10,514-100%$114.7K———
Prudential Financial Inc
N/A—10,168-10,168-100%$110.9K———
Rathbones Group PLC
N/A—10,085-10,085-100%$110.0K———
AXQ Capital, LP
N/A—10,078-10,078-100%$110.0K———
Legal & General Group Plc
N/A—6,167-6,167-100%$67.4K———
Allworth Financial LP
N/A—6,048-6,048-100%$66.0K———
Ameritas Investment Partners, Inc.
N/A—5,767-5,767-100%$62.9K———
Tower Research Capital LLC (TRC)
N/A—3,725-3,725-100%$40.6K———
Arax Advisory Partners
N/A—2,497-2,497-100%$27.2K———
BFC Planning, Inc.
N/A—1,205-1,205-100%$13.1K———
Beaird Harris Wealth Management, LLC
N/A—985-985-100%$10.7K———
California State Teachers Retirement System
N/A—730-730-100%$8.0K———
Federation des caisses Desjardins du Quebec
N/A—515-515-100%$5.6K———
Global Retirement Partners, LLC
N/A—327-327-100%$3.6K———
PNC Financial Services Group, Inc.
N/A—300-300-100%$3.3K———
Steward Partners Investment Advisory, LLC
N/A—106-106-100%$1.2K———
Harbour Investments, Inc.
N/A—85-85-100%$927———
Rothschild Investment LLC
N/A—79-79-100%$862———
Jones Financial Companies Lllp
N/A—55-55-100%$624———
Rockefeller Capital Management L.P.
N/A—23-23-100%$251———
Whittier Trust Co
N/A—21-21-100%$275———
Fiduciary Financial Advisors
N/A—9-9-100%$98———
Walleye Capital LLC
N/A—8-8-100%$87———
Smartleaf Asset Management LLC
N/A—5-5-100%$58———
Clearstead Advisors, LLC
N/A—4-4-100%$44———
Keating Financial Advisory Services, Inc.
N/A—2-2-100%$22———
Quarry LP
N/A—1-1-100%$11———
Kilter Group LLC
N/A—1-1-100%$11———
Showing 190 of 190 institutions