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SUN Country Airlines Holding (SNCY)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$97 (-$2)
Filed 2026-07-20
BlackRock, Inc.
CLOSED
Shares0 from 7,828,177
Change-7,828,177 (-100%)
Value$0 (-$129.3M)
Filed 2026-08-07
Dimensional Fund Advisors LP
CLOSED
Shares0 from 2,899,833
Change-2,899,833 (-100%)
Value$0 (-$47.9M)
Filed 2026-08-11
American Century Companies Inc
CLOSED
Shares0 from 2,444,823
Change-2,444,823 (-100%)
Value$0 (-$40.4M)
Filed 2026-08-12
Vanguard Capital Management LLC
CLOSED
Shares0 from 2,352,386
Change-2,352,386 (-100%)
Value$0 (-$38.9M)
Filed 2026-08-13
State Street Corp
CLOSED
Shares0 from 2,256,301
Change-2,256,301 (-100%)
Value$0 (-$37.3M)
Filed 2026-09-22
Balyasny Asset Management L.P.
CLOSED
Shares0 from 1,973,514
Change-1,973,514 (-100%)
Value$0 (-$32.6M)
Filed 2026-08-14
Citigroup Inc
CLOSED
Shares0 from 1,816,813
Change-1,816,813 (-100%)
Value$0 (-$30.0M)
Filed 2026-08-03
Magnetar Financial LLC
CLOSED
Shares0 from 1,715,845
Change-1,715,845 (-100%)
Value$0 (-$28.3M)
Filed 2026-08-14
T. Rowe Price Investment Management, Inc.
CLOSED
Shares0 from 1,530,274
Change-1,530,274 (-100%)
Value$0 (-$25.3K)
Filed 2026-08-14
PAR Capital Management Inc
CLOSED
Shares0 from 1,467,800
Change-1,467,800 (-100%)
Value$0 (-$24.2M)
Filed 2026-08-14
Citadel Advisors LLC
CLOSED
Shares0 from 1,315,780
Change-1,315,780 (-100%)
Value$0 (-$21.7M)
Filed 2026-09-02
Geode Capital Management, LLC
CLOSED
Shares0 from 1,294,905
Change-1,294,905 (-100%)
Value$0 (-$21.4M)
Filed 2026-08-12
Capula Management Ltd
CLOSED
Shares0 from 1,218,670
Change-1,218,670 (-100%)
Value$0 (-$20.1M)
Filed 2026-08-14
Alpine Associates Management Inc.
CLOSED
Shares0 from 1,132,850
Change-1,132,850 (-100%)
Value$0 (-$18.7M)
Filed 2026-08-06
LSV Asset Management
CLOSED
Shares0 from 1,117,027
Change-1,117,027 (-100%)
Value$0 (-$18.5K)
Filed 2026-08-06
Bank of New York Mellon Corp
CLOSED
Shares0 from 1,104,678
Change-1,104,678 (-100%)
Value$0 (-$18.2M)
Filed 2026-08-06
Empyrean Capital Partners, LP
CLOSED
Shares0 from 1,034,499
Change-1,034,499 (-100%)
Value$0 (-$17.1M)
Filed 2026-08-14
Arrowstreet Capital, Limited Partnership
CLOSED
Shares0 from 1,025,933
Change-1,025,933 (-100%)
Value$0 (-$16.9M)
Filed 2026-08-13
Man Group plc
CLOSED
Shares0 from 1,011,015
Change-1,011,015 (-100%)
Value$0 (-$16.7M)
Filed 2026-08-14
Vanguard Portfolio Management LLC
CLOSED
Shares0 from 919,290
Change-919,290 (-100%)
Value$0 (-$15.2M)
Filed 2026-08-13
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 852,582
Change-852,582 (-100%)
Value$0 (-$14.1M)
Filed 2026-08-14
Qube Research & Technologies Ltd
CLOSED
Shares0 from 829,680
Change-829,680 (-100%)
Value$0 (-$13.7M)
Filed 2026-08-14
Assenagon Asset Management S.A.
CLOSED
Shares0 from 726,460
Change-726,460 (-100%)
Value$0 (-$12.0M)
Filed 2026-08-21
Goldman Sachs Group Inc
CLOSED
Shares0 from 699,536
Change-699,536 (-100%)
Value$0 (-$11.6M)
Filed 2026-08-14
Millennium Management LLC
CLOSED
Shares0 from 652,924
Change-652,924 (-100%)
Value$0 (-$10.8M)
Filed 2026-08-14
Morgan Stanley
CLOSED
Shares0 from 643,034
Change-643,034 (-100%)
Value$0 (-$10.6M)
Filed 2026-08-13
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 633,980
Change-633,980 (-100%)
Value$0 (-$10.5M)
Filed 2026-08-13
Nuveen, LLC
CLOSED
Shares0 from 623,813
Change-623,813 (-100%)
Value$0 (-$10.3M)
Filed 2026-08-11
AQR Arbitrage LLC
CLOSED
Shares0 from 603,224
Change-603,224 (-100%)
Value$0 (-$10.0M)
Filed 2026-08-14
Northern Trust Corp
CLOSED
Shares0 from 602,686
Change-602,686 (-100%)
Value$0 (-$10.0M)
Filed 2026-08-13
Frontier Capital Management Co LLC
CLOSED
Shares0 from 584,311
Change-584,311 (-100%)
Value$0 (-$9.7M)
Filed 2026-08-14
TCW Group Inc
CLOSED
Shares0 from 558,825
Change-558,825 (-100%)
Value$0 (-$9.2M)
Filed 2026-08-03
Alliancebernstein L.P.
CLOSED
Shares0 from 516,311
Change-516,311 (-100%)
Value$0 (-$7.4M)
Filed 2026-08-14
Bridgeway Capital Management, LLC
CLOSED
Shares0 from 488,667
Change-488,667 (-100%)
Value$0 (-$8.1M)
Filed 2026-08-14
CSM Advisors, LLC
CLOSED
Shares0 from 429,190
Change-429,190 (-100%)
Value$0 (-$7.1K)
Filed 2026-08-14
UBS Group AG
CLOSED
Shares0 from 396,235
Change-396,235 (-100%)
Value$0 (-$6.5M)
Filed 2026-08-13
Bridgewater Associates, LP
CLOSED
Shares0 from 384,328
Change-384,328 (-100%)
Value$0 (-$6.3M)
Filed 2026-08-14
Principal Financial Group Inc
CLOSED
Shares0 from 374,707
Change-374,707 (-100%)
Value$0 (-$6.2M)
Filed 2026-08-04
Invesco Ltd.
CLOSED
Shares0 from 367,122
Change-367,122 (-100%)
Value$0 (-$6.1M)
Filed 2026-08-14
Jane Street Group, LLC
CLOSED
Shares0 from 358,492
Change-358,492 (-100%)
Value$0 (-$5.9M)
Filed 2026-08-14
AQR Capital Management LLC
CLOSED
Shares0 from 329,754
Change-329,754 (-100%)
Value$0 (-$5.4M)
Filed 2026-08-14
JPMorgan Chase & Co
CLOSED
Shares0 from 298,610
Change-298,610 (-100%)
Value$0 (-$4.7M)
Filed 2026-08-12
Allianz Asset Management GmbH
CLOSED
Shares0 from 268,800
Change-268,800 (-100%)
Value$0 (-$4.4M)
Filed 2026-09-02
ABC Arbitrage SA
CLOSED
Shares0 from 266,156
Change-266,156 (-100%)
Value$0 (-$4.4M)
Filed 2026-07-20
Bank of America Corp
CLOSED
Shares0 from 247,801
Change-247,801 (-100%)
Value$0 (-$4.1M)
Filed 2026-08-14
Vela Investment Management, LLC
CLOSED
Shares0 from 243,658
Change-243,658 (-100%)
Value$0 (-$4.0M)
Filed 2026-08-27
Empowered Funds, LLC
CLOSED
Shares0 from 239,267
Change-239,267 (-100%)
Value$0 (-$4.0M)
Filed 2026-08-17
Susquehanna International Group, LLP
CLOSED
Shares0 from 226,541
Change-226,541 (-100%)
Value$0 (-$3.7M)
Filed 2026-08-14
Bessemer Group Inc
CLOSED
Shares0 from 216,854
Change-216,854 (-100%)
Value$0 (-$3.6K)
Filed 2026-08-12
Victory Capital Management Inc
CLOSED
Shares0 from 208,176
Change-208,176 (-100%)
Value$0 (-$3.4M)
Filed 2026-08-07
SG Americas Securities, LLC
CLOSED
Shares0 from 205,916
Change-205,916 (-100%)
Value$0 (-$3.4K)
Filed 2026-08-07
Public Sector Pension Investment Board
CLOSED
Shares0 from 191,260
Change-191,260 (-100%)
Value$0 (-$3.2M)
Filed 2026-08-13
Universal- Beteiligungs- und Servicegesellschaft mbH
CLOSED
Shares0 from 188,000
Change-188,000 (-100%)
Value$0 (-$3.1M)
Filed 2026-08-06
Renaissance Technologies LLC
CLOSED
Shares0 from 184,400
Change-184,400 (-100%)
Value$0 (-$3.0M)
Filed 2026-08-13
Ameriprise Financial Inc
CLOSED
Shares0 from 184,164
Change-184,164 (-100%)
Value$0 (-$3.0M)
Filed 2026-08-14
Creative Planning
CLOSED
Shares0 from 179,075
Change-179,075 (-100%)
Value$0 (-$3.0M)
Filed 2026-08-13
First Trust Advisors LP
CLOSED
Shares0 from 171,030
Change-171,030 (-100%)
Value$0 (-$2.8M)
Filed 2026-08-11
New York Life Investment Management LLC
CLOSED
Shares0 from 161,285
Change-161,285 (-100%)
Value$0 (-$2.7M)
Filed 2026-08-10
Rhumbline Advisers
CLOSED
Shares0 from 154,281
Change-154,281 (-100%)
Value$0 (-$2.5M)
Filed 2026-08-12
Two Sigma Investments, LP
CLOSED
Shares0 from 145,184
Change-145,184 (-100%)
Value$0 (-$2.4M)
Filed 2026-08-14
O'shaughnessy Asset Management, LLC
CLOSED
Shares0 from 135,483
Change-135,483 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-13
Franklin Resources Inc
CLOSED
Shares0 from 135,472
Change-135,472 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-13
Walleye Capital LLC
CLOSED
Shares0 from 134,810
Change-134,810 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-03
Alberta Investment Management Corp
CLOSED
Shares0 from 131,580
Change-131,580 (-100%)
Value$0 (-$2.2M)
Filed 2026-08-06
Polar Asset Management Partners Inc.
CLOSED
Shares0 from 130,000
Change-130,000 (-100%)
Value$0 (-$2.1M)
Filed 2026-08-14
Royce & Associates LP
CLOSED
Shares0 from 119,685
Change-119,685 (-100%)
Value$0 (-$2.0M)
Filed 2026-08-14
Gotham Asset Management, LLC
CLOSED
Shares0 from 113,977
Change-113,977 (-100%)
Value$0 (-$1.9M)
Filed 2026-08-14
Kintayl Capital LP
CLOSED
Shares0 from 107,015
Change-107,015 (-100%)
Value$0 (-$1.8M)
Filed 2026-08-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 101,812
Change-101,812 (-100%)
Value$0 (-$1.7M)
Filed 2026-08-17
Water Island Capital LLC
CLOSED
Shares0 from 98,859
Change-98,859 (-100%)
Value$0 (-$1.6M)
Filed 2026-08-14
BNP Paribas Financial Markets
CLOSED
Shares0 from 88,985
Change-88,985 (-100%)
Value$0 (-$1.5M)
Filed 2026-08-13
Nomura Asset Management International Inc.
CLOSED
Shares0 from 86,300
Change-86,300 (-100%)
Value$0 (-$1.4M)
Filed 2026-08-14
Legal & General Group Plc
CLOSED
Shares0 from 81,549
Change-81,549 (-100%)
Value$0 (-$1.3M)
Filed 2026-08-14
Martingale Asset Management L P
CLOSED
Shares0 from 80,346
Change-80,346 (-100%)
Value$0 (-$1.3M)
Filed 2026-08-13
Winton Group Ltd
CLOSED
Shares0 from 75,865
Change-75,865 (-100%)
Value$0 (-$1.3M)
Filed 2026-08-07
LMR Partners LLP
CLOSED
Shares0 from 74,058
Change-74,058 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-14
Quantinno Capital Management LP
CLOSED
Shares0 from 72,284
Change-72,284 (-100%)
Value$0 (-$1.2M)
Filed 2026-08-13
Price T Rowe Associates Inc
CLOSED
Shares0 from 59,560
Change-59,560 (-100%)
Value$0 (-$984)
Filed 2026-08-14
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 56,661
Change-56,661 (-100%)
Value$0 (-$936.0K)
Filed 2026-07-21
South Dakota Investment Council
CLOSED
Shares0 from 55,160
Change-55,160 (-100%)
Value$0 (-$911)
Filed 2026-08-11
Prudential Financial Inc
CLOSED
Shares0 from 54,986
Change-54,986 (-100%)
Value$0 (-$908.4K)
Filed 2026-08-12
State of Alaska, Department of Revenue
CLOSED
Shares0 from 48,413
Change-48,413 (-100%)
Value$0 (-$798)
Filed 2026-07-20
Russell Investments Group, Ltd.
CLOSED
Shares0 from 46,699
Change-46,699 (-100%)
Value$0 (-$771.5K)
Filed 2026-08-06
Deutsche Bank Ag\
CLOSED
Shares0 from 46,423
Change-46,423 (-100%)
Value$0 (-$766.9K)
Filed 2026-08-07
Voloridge Investment Management, LLC
CLOSED
Shares0 from 45,301
Change-45,301 (-100%)
Value$0 (-$748.4K)
Filed 2026-08-14
Barclays PLC
CLOSED
Shares0 from 42,308
Change-42,308 (-100%)
Value$0 (-$698.9K)
Filed 2026-08-14
Hancock Whitney Corp
CLOSED
Shares0 from 40,921
Change-40,921 (-100%)
Value$0 (-$646.6K)
Filed 2026-08-14
Oxford Asset Management LLP
CLOSED
Shares0 from 36,584
Change-36,584 (-100%)
Value$0 (-$604.4K)
Filed 2026-08-14
Thrivent Financial for Lutherans
CLOSED
Shares0 from 35,679
Change-35,679 (-100%)
Value$0 (-$589)
Filed 2026-08-14
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 32,227
Change-32,227 (-100%)
Value$0 (-$532.4K)
Filed 2026-08-12
Mint Tower Capital Management B.V.
CLOSED
Shares0 from 31,601
Change-31,601 (-100%)
Value$0 (-$522)
Filed 2026-08-18
MetLife Investment Management, LLC
CLOSED
Shares0 from 31,009
Change-31,009 (-100%)
Value$0 (-$512.3K)
Filed 2026-08-14
Raymond James Financial Inc
CLOSED
Shares0 from 30,986
Change-30,986 (-100%)
Value$0 (-$511.9K)
Filed 2026-08-14
Carmignac Gestion
CLOSED
Shares0 from 30,525
Change-30,525 (-100%)
Value$0 (-$504.3K)
Filed 2026-08-13
Bailard, Inc.
CLOSED
Shares0 from 30,100
Change-30,100 (-100%)
Value$0 (-$497.3K)
Filed 2026-07-30
State of Tennessee, Department of Treasury
CLOSED
Shares0 from 30,046
Change-30,046 (-100%)
Value$0 (-$496.4K)
Filed 2026-08-14
Prospera Financial Services Inc
CLOSED
Shares0 from 26,581
Change-26,581 (-100%)
Value$0 (-$439.1K)
Filed 2026-07-15
FourThought Financial Partners, LLC
CLOSED
Shares0 from 26,519
Change-26,519 (-100%)
Value$0 (-$438.1K)
Filed 2026-08-12
Susquehanna Fundamental Investments, LLC
CLOSED
Shares0 from 26,206
Change-26,206 (-100%)
Value$0 (-$432.9K)
Filed 2026-08-14
Quantbot Technologies LP
CLOSED
Shares0 from 25,646
Change-25,646 (-100%)
Value$0 (-$423.7K)
Filed 2026-08-12
Mirae Asset Global Etfs Holdings Ltd.
CLOSED
Shares0 from 23,982
Change-23,982 (-100%)
Value$0 (-$396.2K)
Filed 2026-08-14
Louisiana State Employees Retirement System
CLOSED
Shares0 from 23,700
Change-23,700 (-100%)
Value$0 (-$391.5K)
Filed 2026-07-21
Catalyst Funds Management Pty Ltd
CLOSED
Shares0 from 23,600
Change-23,600 (-100%)
Value$0 (-$389.9K)
Filed 2026-08-10
Voya Investment Management LLC
CLOSED
Shares0 from 21,272
Change-21,272 (-100%)
Value$0 (-$351.4K)
Filed 2026-08-12
Toronto Dominion Bank
CLOSED
Shares0 from 21,089
Change-21,089 (-100%)
Value$0 (-$348.4K)
Filed 2026-08-14
Canada Pension Plan Investment Board
CLOSED
Shares0 from 20,500
Change-20,500 (-100%)
Value$0 (-$338.7K)
Filed 2026-08-14
XTX Topco Ltd
CLOSED
Shares0 from 19,555
Change-19,555 (-100%)
Value$0 (-$323.0K)
Filed 2026-08-14
Boothbay Fund Management, LLC
CLOSED
Shares0 from 19,308
Change-19,308 (-100%)
Value$0 (-$319.0K)
Filed 2026-08-14
CIBC Bancorp USA Inc.
CLOSED
Shares0 from 19,036
Change-19,036 (-100%)
Value$0 (-$314.5K)
Filed 2026-08-13
Wells Fargo & Company
CLOSED
Shares0 from 18,929
Change-18,929 (-100%)
Value$0 (-$312.7K)
Filed 2026-08-14
State Board of Administration of Florida Retirement System
CLOSED
Shares0 from 17,695
Change-17,695 (-100%)
Value$0 (-$292.3K)
Filed 2026-08-10
New York State Teachers Retirement System
CLOSED
Shares0 from 16,263
Change-16,263 (-100%)
Value$0 (-$269.0K)
Filed 2026-07-23
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 16,213
Change-16,213 (-100%)
Value$0 (-$273.2K)
Filed 2026-07-15
Amalgamated Bank
CLOSED
Shares0 from 15,319
Change-15,319 (-100%)
Value$0 (-$253.0K)
Filed 2026-07-23
Mercer Global Advisors Inc
CLOSED
Shares0 from 15,296
Change-15,296 (-100%)
Value$0 (-$252.7K)
Filed 2026-08-19
Sanctuary Advisors, LLC
CLOSED
Shares0 from 14,419
Change-14,419 (-100%)
Value$0 (-$238.2K)
Filed 2026-08-13
Yousif Capital Management, LLC
CLOSED
Shares0 from 14,074
Change-14,074 (-100%)
Value$0 (-$232.5K)
Filed 2026-07-16
Manufacturers Life Insurance Company, the
CLOSED
Shares0 from 13,693
Change-13,693 (-100%)
Value$0 (-$226.2K)
Filed 2026-09-09
IEQ Capital, LLC
CLOSED
Shares0 from 13,605
Change-13,605 (-100%)
Value$0 (-$224.8K)
Filed 2026-08-11
EP Wealth Advisors, LLC
CLOSED
Shares0 from 13,601
Change-13,601 (-100%)
Value$0 (-$224.7K)
Filed 2026-08-12
Police & Firemen's Retirement System of New Jersey
CLOSED
Shares0 from 13,374
Change-13,374 (-100%)
Value$0 (-$220.9K)
Filed 2026-07-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED
Shares0 from 13,219
Change-13,219 (-100%)
Value$0 (-$218.4K)
Filed 2026-07-17
Baron Wealth Management LLC
CLOSED
Shares0 from 12,862
Change-12,862 (-100%)
Value$0 (-$212.5K)
Filed 2026-07-07
Oregon Public Employees Retirement Fund
CLOSED
Shares0 from 12,204
Change-12,204 (-100%)
Value$0 (-$201.6K)
Filed 2026-07-29
New York State Common Retirement Fund
CLOSED
Shares0 from 12,161
Change-12,161 (-100%)
Value$0 (-$200.9K)
Filed 2026-07-29
Fifth Third Bancorp
CLOSED
Shares0 from 11,927
Change-11,927 (-100%)
Value$0 (-$197.0K)
Filed 2026-08-05
Intech Investment Management LLC
CLOSED
Shares0 from 10,636
Change-10,636 (-100%)
Value$0 (-$175.7K)
Filed 2026-08-10
Graham Capital Management, L.P.
CLOSED
Shares0 from 10,555
Change-10,555 (-100%)
Value$0 (-$174.4K)
Filed 2026-08-14
Ritholtz Wealth Management
CLOSED
Shares0 from 10,554
Change-10,554 (-100%)
Value$0 (-$174.4K)
Filed 2026-08-11
Savant Capital, LLC
CLOSED
Shares0 from 10,361
Change-10,361 (-100%)
Value$0 (-$171.2K)
Filed 2026-08-10
Teachers Retirement System of the State of Kentucky
CLOSED
Shares0 from 10,059
Change-10,059 (-100%)
Value$0 (-$166)
Filed 2026-08-12
FMR LLC
CLOSED
Shares0 from 8,909
Change-8,909 (-100%)
Value$0 (-$147.2K)
Filed 2026-08-13
Gamma Investing LLC
CLOSED
Shares0 from 7,781
Change-7,781 (-100%)
Value$0 (-$128.5K)
Filed 2026-07-07
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 5,354
Change-5,354 (-100%)
Value$0 (-$88.4K)
Filed 2026-08-11
Strs Ohio
CLOSED
Shares0 from 5,200
Change-5,200 (-100%)
Value$0 (-$85.9K)
Filed 2026-07-30
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 4,903
Change-4,903 (-100%)
Value$0 (-$81.0K)
Filed 2026-08-10
Ameritas Investment Partners, Inc.
CLOSED
Shares0 from 4,275
Change-4,275 (-100%)
Value$0 (-$70.6K)
Filed 2026-08-13
Versant Capital Management, Inc
CLOSED
Shares0 from 4,198
Change-4,198 (-100%)
Value$0 (-$69.4K)
Filed 2026-07-02
Aquatic Capital Management LLC
CLOSED
Shares0 from 4,176
Change-4,176 (-100%)
Value$0 (-$69.0K)
Filed 2026-08-14
Hantz Financial Services, Inc.
CLOSED
Shares0 from 3,056
Change-3,056 (-100%)
Value$0 (-$50)
Filed 2026-08-13
Parallel Advisors, LLC
CLOSED
Shares0 from 3,007
Change-3,007 (-100%)
Value$0 (-$49.7K)
Filed 2026-08-05
California State Teachers Retirement System
CLOSED
Shares0 from 2,769
Change-2,769 (-100%)
Value$0 (-$45.7K)
Filed 2026-08-24
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,510
Change-2,510 (-100%)
Value$0 (-$41.5K)
Filed 2026-08-07
Farther Finance Advisors, LLC
CLOSED
Shares0 from 2,376
Change-2,376 (-100%)
Value$0 (-$40.1K)
Filed 2026-07-17
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$28.9K)
Filed 2026-08-05
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$24.9K)
Filed 2026-08-13
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$21.6K)
Filed 2026-07-24
Osaic Holdings, Inc.
CLOSED
Shares0 from 1,259
Change-1,259 (-100%)
Value$0 (-$20.8K)
Filed 2026-08-14
Royal Bank of Canada
CLOSED
Shares0 from 1,068
Change-1,068 (-100%)
Value$0 (-$18.0K)
Filed 2026-08-14
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$17.4K)
Filed 2026-08-07
Sterling Capital Management LLC
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$15.2K)
Filed 2026-07-28
Quadrant Capital Group LLC
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$13.8K)
Filed 2026-08-14
UBS Asset Management Americas LLC
CLOSED
Shares0 from 768
Change-768 (-100%)
Value$0 (-$12.7K)
Filed 2026-08-13
Allworth Financial LP
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$11.8K)
Filed 2026-08-11
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$10)
Filed 2026-08-07
Essential Partners LLC
CLOSED
Shares0 from 611
Change-611 (-100%)
Value$0 (-$10.1K)
Filed 2026-08-10
Federated Hermes, Inc.
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$9.3K)
Filed 2026-08-12
Covestor Ltd
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$8)
Filed 2026-08-07
Sound Income Strategies, LLC
CLOSED
Shares0 from 418
Change-418 (-100%)
Value$0 (-$7.0K)
Filed 2026-07-20
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 395
Change-395 (-100%)
Value$0 (-$6.5K)
Filed 2026-07-02
Signaturefd, LLC
CLOSED
Shares0 from 349
Change-349 (-100%)
Value$0 (-$5.8K)
Filed 2026-07-24
NewEdge Advisors, LLC
CLOSED
Shares0 from 345
Change-345 (-100%)
Value$0 (-$5.7K)
Filed 2026-08-12
Salomon & Ludwin, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$5.7K)
Filed 2026-08-07
LOS Angeles Capital Management LLC
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$5.4K)
Filed 2026-08-13
Dogwood Wealth Management LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$5.3K)
Filed 2026-07-06
UMB Bank, n.a.
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$5.2K)
Filed 2026-08-13
Assetmark, Inc
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$5.1K)
Filed 2026-07-30
US Bancorp \de\
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$4.7K)
Filed 2026-08-12
Larson Financial Group LLC
CLOSED
Shares0 from 228
Change-228 (-100%)
Value$0 (-$3.8K)
Filed 2026-08-14
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$3.3K)
Filed 2026-07-20
MAI Capital Management
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$3.1K)
Filed 2026-08-14
Twin Peaks Wealth Advisors, LLC
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$3.0K)
Filed 2026-08-13
Arax Advisory Partners
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$3.0K)
Filed 2026-08-10
Rothschild Investment LLC
CLOSED
Shares0 from 166
Change-166 (-100%)
Value$0 (-$2.7K)
Filed 2026-08-06
Smartleaf Asset Management LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$1.7K)
Filed 2026-08-12
True Wealth Design, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$1.8K)
Filed 2026-07-16
Parkside Financial Bank & Trust
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$1.8K)
Filed 2026-09-04
Jones Financial Companies Lllp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.6K)
Filed 2026-08-14
Annis Gardner Whiting Capital Advisors, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$1.2K)
Filed 2026-08-10
Optiver Holding B.V.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$1.2K)
Filed 2026-08-12
Root Financial Partners, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.1K)
Filed 2026-07-29
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$909)
Filed 2026-07-02
TD Private Client Wealth LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$859)
Filed 2026-08-04
Huntington National Bank
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$809)
Filed 2026-08-13
Kilter Group LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$694)
Filed 2026-08-11
Keating Financial Advisory Services, Inc.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$595)
Filed 2026-08-11
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$578)
Filed 2026-08-12
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$413)
Filed 2026-07-20
Intentional Wealth Strategies, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$264)
Filed 2026-07-28
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$248)
Filed 2026-07-24
Financial Perspectives, Inc
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$165)
Filed 2026-07-24
Ankerstar Wealth, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$165)
Filed 2026-08-13
SJS Investment Consulting Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$67)
Filed 2026-07-22
Skopos Labs, Inc.
N/A
Shares— from 180,708
Change-180,708 (-100%)
Value—
CWM, LLC
N/A
Shares— from 23,513
Change-23,513 (-100%)
Value—
Cibra Capital Ltd
N/A
Shares— from 22,518
Change-22,518 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Sunbelt Securities, Inc.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Vanguard Group Inc
N/A
Shares— from 0
Change0
Value—
Status
IFP Advisors, Inc
UNCHANGED6600%$99$97-$22026-07-20
BlackRock, Inc.
CLOSED07,828,177-7,828,177-100%$129.3M$0-$129.3M2026-08-07
Dimensional Fund Advisors LP
CLOSED02,899,833-2,899,833-100%$47.9M$0-$47.9M2026-08-11
American Century Companies Inc
CLOSED02,444,823-2,444,823-100%$40.4M$0-$40.4M2026-08-12
Vanguard Capital Management LLC
CLOSED02,352,386-2,352,386-100%$38.9M$0-$38.9M2026-08-13
State Street Corp
CLOSED02,256,301-2,256,301-100%$37.3M$0-$37.3M2026-09-22
Balyasny Asset Management L.P.
CLOSED01,973,514-1,973,514-100%$32.6M$0-$32.6M2026-08-14
Citigroup Inc
CLOSED01,816,813-1,816,813-100%$30.0M$0-$30.0M2026-08-03
Magnetar Financial LLC
CLOSED01,715,845-1,715,845-100%$28.3M$0-$28.3M2026-08-14
T. Rowe Price Investment Management, Inc.
CLOSED01,530,274-1,530,274-100%$25.3K$0-$25.3K2026-08-14
PAR Capital Management Inc
CLOSED01,467,800-1,467,800-100%$24.2M$0-$24.2M2026-08-14
Citadel Advisors LLC
CLOSED01,315,780-1,315,780-100%$21.7M$0-$21.7M2026-09-02
Geode Capital Management, LLC
CLOSED01,294,905-1,294,905-100%$21.4M$0-$21.4M2026-08-12
Capula Management Ltd
CLOSED01,218,670-1,218,670-100%$20.1M$0-$20.1M2026-08-14
Alpine Associates Management Inc.
CLOSED01,132,850-1,132,850-100%$18.7M$0-$18.7M2026-08-06
LSV Asset Management
CLOSED01,117,027-1,117,027-100%$18.5K$0-$18.5K2026-08-06
Bank of New York Mellon Corp
CLOSED01,104,678-1,104,678-100%$18.2M$0-$18.2M2026-08-06
Empyrean Capital Partners, LP
CLOSED01,034,499-1,034,499-100%$17.1M$0-$17.1M2026-08-14
Arrowstreet Capital, Limited Partnership
CLOSED01,025,933-1,025,933-100%$16.9M$0-$16.9M2026-08-13
Man Group plc
CLOSED01,011,015-1,011,015-100%$16.7M$0-$16.7M2026-08-14
Vanguard Portfolio Management LLC
CLOSED0919,290-919,290-100%$15.2M$0-$15.2M2026-08-13
Charles Schwab Investment Management Inc
CLOSED0852,582-852,582-100%$14.1M$0-$14.1M2026-08-14
Qube Research & Technologies Ltd
CLOSED0829,680-829,680-100%$13.7M$0-$13.7M2026-08-14
Assenagon Asset Management S.A.
CLOSED0726,460-726,460-100%$12.0M$0-$12.0M2026-08-21
Goldman Sachs Group Inc
CLOSED0699,536-699,536-100%$11.6M$0-$11.6M2026-08-14
Millennium Management LLC
CLOSED0652,924-652,924-100%$10.8M$0-$10.8M2026-08-14
Morgan Stanley
CLOSED0643,034-643,034-100%$10.6M$0-$10.6M2026-08-13
Dana Investment Advisors, Inc.
CLOSED0633,980-633,980-100%$10.5M$0-$10.5M2026-08-13
Nuveen, LLC
CLOSED0623,813-623,813-100%$10.3M$0-$10.3M2026-08-11
AQR Arbitrage LLC
CLOSED0603,224-603,224-100%$10.0M$0-$10.0M2026-08-14
Northern Trust Corp
CLOSED0602,686-602,686-100%$10.0M$0-$10.0M2026-08-13
Frontier Capital Management Co LLC
CLOSED0584,311-584,311-100%$9.7M$0-$9.7M2026-08-14
TCW Group Inc
CLOSED0558,825-558,825-100%$9.2M$0-$9.2M2026-08-03
Alliancebernstein L.P.
CLOSED0516,311-516,311-100%$7.4M$0-$7.4M2026-08-14
Bridgeway Capital Management, LLC
CLOSED0488,667-488,667-100%$8.1M$0-$8.1M2026-08-14
CSM Advisors, LLC
CLOSED0429,190-429,190-100%$7.1K$0-$7.1K2026-08-14
UBS Group AG
CLOSED0396,235-396,235-100%$6.5M$0-$6.5M2026-08-13
Bridgewater Associates, LP
CLOSED0384,328-384,328-100%$6.3M$0-$6.3M2026-08-14
Principal Financial Group Inc
CLOSED0374,707-374,707-100%$6.2M$0-$6.2M2026-08-04
Invesco Ltd.
CLOSED0367,122-367,122-100%$6.1M$0-$6.1M2026-08-14
Jane Street Group, LLC
CLOSED0358,492-358,492-100%$5.9M$0-$5.9M2026-08-14
AQR Capital Management LLC
CLOSED0329,754-329,754-100%$5.4M$0-$5.4M2026-08-14
JPMorgan Chase & Co
CLOSED0298,610-298,610-100%$4.7M$0-$4.7M2026-08-12
Allianz Asset Management GmbH
CLOSED0268,800-268,800-100%$4.4M$0-$4.4M2026-09-02
ABC Arbitrage SA
CLOSED0266,156-266,156-100%$4.4M$0-$4.4M2026-07-20
Bank of America Corp
CLOSED0247,801-247,801-100%$4.1M$0-$4.1M2026-08-14
Vela Investment Management, LLC
CLOSED0243,658-243,658-100%$4.0M$0-$4.0M2026-08-27
Empowered Funds, LLC
CLOSED0239,267-239,267-100%$4.0M$0-$4.0M2026-08-17
Susquehanna International Group, LLP
CLOSED0226,541-226,541-100%$3.7M$0-$3.7M2026-08-14
Bessemer Group Inc
CLOSED0216,854-216,854-100%$3.6K$0-$3.6K2026-08-12
Victory Capital Management Inc
CLOSED0208,176-208,176-100%$3.4M$0-$3.4M2026-08-07
SG Americas Securities, LLC
CLOSED0205,916-205,916-100%$3.4K$0-$3.4K2026-08-07
Public Sector Pension Investment Board
CLOSED0191,260-191,260-100%$3.2M$0-$3.2M2026-08-13
Universal- Beteiligungs- und Servicegesellschaft mbH
CLOSED0188,000-188,000-100%$3.1M$0-$3.1M2026-08-06
Renaissance Technologies LLC
CLOSED0184,400-184,400-100%$3.0M$0-$3.0M2026-08-13
Ameriprise Financial Inc
CLOSED0184,164-184,164-100%$3.0M$0-$3.0M2026-08-14
Creative Planning
CLOSED0179,075-179,075-100%$3.0M$0-$3.0M2026-08-13
First Trust Advisors LP
CLOSED0171,030-171,030-100%$2.8M$0-$2.8M2026-08-11
New York Life Investment Management LLC
CLOSED0161,285-161,285-100%$2.7M$0-$2.7M2026-08-10
Rhumbline Advisers
CLOSED0154,281-154,281-100%$2.5M$0-$2.5M2026-08-12
Two Sigma Investments, LP
CLOSED0145,184-145,184-100%$2.4M$0-$2.4M2026-08-14
O'shaughnessy Asset Management, LLC
CLOSED0135,483-135,483-100%$2.2M$0-$2.2M2026-08-13
Franklin Resources Inc
CLOSED0135,472-135,472-100%$2.2M$0-$2.2M2026-08-13
Walleye Capital LLC
CLOSED0134,810-134,810-100%$2.2M$0-$2.2M2026-08-03
Alberta Investment Management Corp
CLOSED0131,580-131,580-100%$2.2M$0-$2.2M2026-08-06
Polar Asset Management Partners Inc.
CLOSED0130,000-130,000-100%$2.1M$0-$2.1M2026-08-14
Royce & Associates LP
CLOSED0119,685-119,685-100%$2.0M$0-$2.0M2026-08-14
Gotham Asset Management, LLC
CLOSED0113,977-113,977-100%$1.9M$0-$1.9M2026-08-14
Kintayl Capital LP
CLOSED0107,015-107,015-100%$1.8M$0-$1.8M2026-08-14
Jefferies Financial Group Inc.
CLOSED0101,812-101,812-100%$1.7M$0-$1.7M2026-08-17
Water Island Capital LLC
CLOSED098,859-98,859-100%$1.6M$0-$1.6M2026-08-14
BNP Paribas Financial Markets
CLOSED088,985-88,985-100%$1.5M$0-$1.5M2026-08-13
Nomura Asset Management International Inc.
CLOSED086,300-86,300-100%$1.4M$0-$1.4M2026-08-14
Legal & General Group Plc
CLOSED081,549-81,549-100%$1.3M$0-$1.3M2026-08-14
Martingale Asset Management L P
CLOSED080,346-80,346-100%$1.3M$0-$1.3M2026-08-13
Winton Group Ltd
CLOSED075,865-75,865-100%$1.3M$0-$1.3M2026-08-07
LMR Partners LLP
CLOSED074,058-74,058-100%$1.2M$0-$1.2M2026-08-14
Quantinno Capital Management LP
CLOSED072,284-72,284-100%$1.2M$0-$1.2M2026-08-13
Price T Rowe Associates Inc
CLOSED059,560-59,560-100%$984$0-$9842026-08-14
SummerHaven Investment Management, LLC
CLOSED056,661-56,661-100%$936.0K$0-$936.0K2026-07-21
South Dakota Investment Council
CLOSED055,160-55,160-100%$911$0-$9112026-08-11
Prudential Financial Inc
CLOSED054,986-54,986-100%$908.4K$0-$908.4K2026-08-12
State of Alaska, Department of Revenue
CLOSED048,413-48,413-100%$798$0-$7982026-07-20
Russell Investments Group, Ltd.
CLOSED046,699-46,699-100%$771.5K$0-$771.5K2026-08-06
Deutsche Bank Ag\
CLOSED046,423-46,423-100%$766.9K$0-$766.9K2026-08-07
Voloridge Investment Management, LLC
CLOSED045,301-45,301-100%$748.4K$0-$748.4K2026-08-14
Barclays PLC
CLOSED042,308-42,308-100%$698.9K$0-$698.9K2026-08-14
Hancock Whitney Corp
CLOSED040,921-40,921-100%$646.6K$0-$646.6K2026-08-14
Oxford Asset Management LLP
CLOSED036,584-36,584-100%$604.4K$0-$604.4K2026-08-14
Thrivent Financial for Lutherans
CLOSED035,679-35,679-100%$589$0-$5892026-08-14
Illinois Municipal Retirement Fund
CLOSED032,227-32,227-100%$532.4K$0-$532.4K2026-08-12
Mint Tower Capital Management B.V.
CLOSED031,601-31,601-100%$522$0-$5222026-08-18
MetLife Investment Management, LLC
CLOSED031,009-31,009-100%$512.3K$0-$512.3K2026-08-14
Raymond James Financial Inc
CLOSED030,986-30,986-100%$511.9K$0-$511.9K2026-08-14
Carmignac Gestion
CLOSED030,525-30,525-100%$504.3K$0-$504.3K2026-08-13
Bailard, Inc.
CLOSED030,100-30,100-100%$497.3K$0-$497.3K2026-07-30
State of Tennessee, Department of Treasury
CLOSED030,046-30,046-100%$496.4K$0-$496.4K2026-08-14
Prospera Financial Services Inc
CLOSED026,581-26,581-100%$439.1K$0-$439.1K2026-07-15
FourThought Financial Partners, LLC
CLOSED026,519-26,519-100%$438.1K$0-$438.1K2026-08-12
Susquehanna Fundamental Investments, LLC
CLOSED026,206-26,206-100%$432.9K$0-$432.9K2026-08-14
Quantbot Technologies LP
CLOSED025,646-25,646-100%$423.7K$0-$423.7K2026-08-12
Mirae Asset Global Etfs Holdings Ltd.
CLOSED023,982-23,982-100%$396.2K$0-$396.2K2026-08-14
Louisiana State Employees Retirement System
CLOSED023,700-23,700-100%$391.5K$0-$391.5K2026-07-21
Catalyst Funds Management Pty Ltd
CLOSED023,600-23,600-100%$389.9K$0-$389.9K2026-08-10
Voya Investment Management LLC
CLOSED021,272-21,272-100%$351.4K$0-$351.4K2026-08-12
Toronto Dominion Bank
CLOSED021,089-21,089-100%$348.4K$0-$348.4K2026-08-14
Canada Pension Plan Investment Board
CLOSED020,500-20,500-100%$338.7K$0-$338.7K2026-08-14
XTX Topco Ltd
CLOSED019,555-19,555-100%$323.0K$0-$323.0K2026-08-14
Boothbay Fund Management, LLC
CLOSED019,308-19,308-100%$319.0K$0-$319.0K2026-08-14
CIBC Bancorp USA Inc.
CLOSED019,036-19,036-100%$314.5K$0-$314.5K2026-08-13
Wells Fargo & Company
CLOSED018,929-18,929-100%$312.7K$0-$312.7K2026-08-14
State Board of Administration of Florida Retirement System
CLOSED017,695-17,695-100%$292.3K$0-$292.3K2026-08-10
New York State Teachers Retirement System
CLOSED016,263-16,263-100%$269.0K$0-$269.0K2026-07-23
Wealth Enhancement Advisory Services, LLC
CLOSED016,213-16,213-100%$273.2K$0-$273.2K2026-07-15
Amalgamated Bank
CLOSED015,319-15,319-100%$253.0K$0-$253.0K2026-07-23
Mercer Global Advisors Inc
CLOSED015,296-15,296-100%$252.7K$0-$252.7K2026-08-19
Sanctuary Advisors, LLC
CLOSED014,419-14,419-100%$238.2K$0-$238.2K2026-08-13
Yousif Capital Management, LLC
CLOSED014,074-14,074-100%$232.5K$0-$232.5K2026-07-16
Manufacturers Life Insurance Company, the
CLOSED013,693-13,693-100%$226.2K$0-$226.2K2026-09-09
IEQ Capital, LLC
CLOSED013,605-13,605-100%$224.8K$0-$224.8K2026-08-11
EP Wealth Advisors, LLC
CLOSED013,601-13,601-100%$224.7K$0-$224.7K2026-08-12
Police & Firemen's Retirement System of New Jersey
CLOSED013,374-13,374-100%$220.9K$0-$220.9K2026-07-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
CLOSED013,219-13,219-100%$218.4K$0-$218.4K2026-07-17
Baron Wealth Management LLC
CLOSED012,862-12,862-100%$212.5K$0-$212.5K2026-07-07
Oregon Public Employees Retirement Fund
CLOSED012,204-12,204-100%$201.6K$0-$201.6K2026-07-29
New York State Common Retirement Fund
CLOSED012,161-12,161-100%$200.9K$0-$200.9K2026-07-29
Fifth Third Bancorp
CLOSED011,927-11,927-100%$197.0K$0-$197.0K2026-08-05
Intech Investment Management LLC
CLOSED010,636-10,636-100%$175.7K$0-$175.7K2026-08-10
Graham Capital Management, L.P.
CLOSED010,555-10,555-100%$174.4K$0-$174.4K2026-08-14
Ritholtz Wealth Management
CLOSED010,554-10,554-100%$174.4K$0-$174.4K2026-08-11
Savant Capital, LLC
CLOSED010,361-10,361-100%$171.2K$0-$171.2K2026-08-10
Teachers Retirement System of the State of Kentucky
CLOSED010,059-10,059-100%$166$0-$1662026-08-12
FMR LLC
CLOSED08,909-8,909-100%$147.2K$0-$147.2K2026-08-13
Gamma Investing LLC
CLOSED07,781-7,781-100%$128.5K$0-$128.5K2026-07-07
Tower Research Capital LLC (TRC)
CLOSED05,354-5,354-100%$88.4K$0-$88.4K2026-08-11
Strs Ohio
CLOSED05,200-5,200-100%$85.9K$0-$85.9K2026-07-30
Nisa Investment Advisors, LLC
CLOSED04,903-4,903-100%$81.0K$0-$81.0K2026-08-10
Ameritas Investment Partners, Inc.
CLOSED04,275-4,275-100%$70.6K$0-$70.6K2026-08-13
Versant Capital Management, Inc
CLOSED04,198-4,198-100%$69.4K$0-$69.4K2026-07-02
Aquatic Capital Management LLC
CLOSED04,176-4,176-100%$69.0K$0-$69.0K2026-08-14
Hantz Financial Services, Inc.
CLOSED03,056-3,056-100%$50$0-$502026-08-13
Parallel Advisors, LLC
CLOSED03,007-3,007-100%$49.7K$0-$49.7K2026-08-05
California State Teachers Retirement System
CLOSED02,769-2,769-100%$45.7K$0-$45.7K2026-08-24
PNC Financial Services Group, Inc.
CLOSED02,510-2,510-100%$41.5K$0-$41.5K2026-08-07
Farther Finance Advisors, LLC
CLOSED02,376-2,376-100%$40.1K$0-$40.1K2026-07-17
Caitong International Asset Management Co., Ltd
CLOSED01,749-1,749-100%$28.9K$0-$28.9K2026-08-05
Rockefeller Capital Management L.P.
CLOSED01,510-1,510-100%$24.9K$0-$24.9K2026-08-13
EverSource Wealth Advisors, LLC
CLOSED01,309-1,309-100%$21.6K$0-$21.6K2026-07-24
Osaic Holdings, Inc.
CLOSED01,259-1,259-100%$20.8K$0-$20.8K2026-08-14
Royal Bank of Canada
CLOSED01,068-1,068-100%$18.0K$0-$18.0K2026-08-14
Pinnacle Wealth Planning Services, Inc.
CLOSED01,056-1,056-100%$17.4K$0-$17.4K2026-08-07
Sterling Capital Management LLC
CLOSED0920-920-100%$15.2K$0-$15.2K2026-07-28
Quadrant Capital Group LLC
CLOSED0835-835-100%$13.8K$0-$13.8K2026-08-14
UBS Asset Management Americas LLC
CLOSED0768-768-100%$12.7K$0-$12.7K2026-08-13
Allworth Financial LP
CLOSED0717-717-100%$11.8K$0-$11.8K2026-08-11
Harbor Capital Advisors, Inc.
CLOSED0633-633-100%$10$0-$102026-08-07
Essential Partners LLC
CLOSED0611-611-100%$10.1K$0-$10.1K2026-08-10
Federated Hermes, Inc.
CLOSED0560-560-100%$9.3K$0-$9.3K2026-08-12
Covestor Ltd
CLOSED0502-502-100%$8$0-$82026-08-07
Sound Income Strategies, LLC
CLOSED0418-418-100%$7.0K$0-$7.0K2026-07-20
MassMutual Private Wealth & Trust, FSB
CLOSED0395-395-100%$6.5K$0-$6.5K2026-07-02
Signaturefd, LLC
CLOSED0349-349-100%$5.8K$0-$5.8K2026-07-24
NewEdge Advisors, LLC
CLOSED0345-345-100%$5.7K$0-$5.7K2026-08-12
Salomon & Ludwin, LLC
CLOSED0336-336-100%$5.7K$0-$5.7K2026-08-07
LOS Angeles Capital Management LLC
CLOSED0326-326-100%$5.4K$0-$5.4K2026-08-13
Dogwood Wealth Management LLC
CLOSED0318-318-100%$5.3K$0-$5.3K2026-07-06
UMB Bank, n.a.
CLOSED0313-313-100%$5.2K$0-$5.2K2026-08-13
Assetmark, Inc
CLOSED0310-310-100%$5.1K$0-$5.1K2026-07-30
US Bancorp \de\
CLOSED0285-285-100%$4.7K$0-$4.7K2026-08-12
Larson Financial Group LLC
CLOSED0228-228-100%$3.8K$0-$3.8K2026-08-14
Physician Wealth Advisors, Inc.
CLOSED0200-200-100%$3.3K$0-$3.3K2026-07-20
MAI Capital Management
CLOSED0187-187-100%$3.1K$0-$3.1K2026-08-14
Twin Peaks Wealth Advisors, LLC
CLOSED0181-181-100%$3.0K$0-$3.0K2026-08-13
Arax Advisory Partners
CLOSED0180-180-100%$3.0K$0-$3.0K2026-08-10
Rothschild Investment LLC
CLOSED0166-166-100%$2.7K$0-$2.7K2026-08-06
Smartleaf Asset Management LLC
CLOSED0110-110-100%$1.7K$0-$1.7K2026-08-12
True Wealth Design, LLC
CLOSED0109-109-100%$1.8K$0-$1.8K2026-07-16
Parkside Financial Bank & Trust
CLOSED0109-109-100%$1.8K$0-$1.8K2026-09-04
Jones Financial Companies Lllp
CLOSED0100-100-100%$1.6K$0-$1.6K2026-08-14
Annis Gardner Whiting Capital Advisors, LLC
CLOSED075-75-100%$1.2K$0-$1.2K2026-08-10
Optiver Holding B.V.
CLOSED074-74-100%$1.2K$0-$1.2K2026-08-12
Root Financial Partners, LLC
CLOSED067-67-100%$1.1K$0-$1.1K2026-07-29
Cedar Mountain Advisors, LLC
CLOSED055-55-100%$909$0-$9092026-07-02
TD Private Client Wealth LLC
CLOSED052-52-100%$859$0-$8592026-08-04
Huntington National Bank
CLOSED049-49-100%$809$0-$8092026-08-13
Kilter Group LLC
CLOSED042-42-100%$694$0-$6942026-08-11
Keating Financial Advisory Services, Inc.
CLOSED036-36-100%$595$0-$5952026-08-11
Northwestern Mutual Wealth Management Co
CLOSED035-35-100%$578$0-$5782026-08-12
Farmers & Merchants Investments Inc
CLOSED025-25-100%$413$0-$4132026-07-20
Intentional Wealth Strategies, LLC
CLOSED016-16-100%$264$0-$2642026-07-28
Gilpin Wealth Management, LLC
CLOSED015-15-100%$248$0-$2482026-07-24
Financial Perspectives, Inc
CLOSED010-10-100%$165$0-$1652026-07-24
Ankerstar Wealth, LLC
CLOSED010-10-100%$165$0-$1652026-08-13
SJS Investment Consulting Inc.
CLOSED04-4-100%$67$0-$672026-07-22
Skopos Labs, Inc.
N/A—180,708-180,708-100%$3.0M———
CWM, LLC
N/A—23,513-23,513-100%$388.4K———
Cibra Capital Ltd
N/A—22,518-22,518-100%$372.0K———
USA Financial Formulas
N/A—1,066-1,066-100%$17.6K———
Sunbelt Securities, Inc.
N/A—138-138-100%$2.3K———
Vanguard Group Inc
N/A—00—$0———
Showing 200 of 200 institutions