IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sunrise Communicat (SNREN)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Optiver Holding B.V.
INCREASED
Shares72,080 from 3,823
Change+68,257 (+1785%)
Value$4.2M (+$4.0M)
Filed 2025-11-10
Keating Investment Counselors Inc
DECREASED
Shares67,693 from 71,263
Change-3,570 (-5%)
Value$4.0M (-$50.9K)
Filed 2025-10-27
Empowered Funds, LLC
INCREASED
Shares37,465 from 31,294
Change+6,171 (+20%)
Value$2.2M (+$432.5K)
Filed 2025-11-13
Jasper Ridge Partners, L.P.
UNCHANGED
Shares20,840 from 20,840
Change0 (0%)
Value$1.2M (+$46.5K)
Filed 2025-11-17
JTC Employer Solutions Trustee Ltd
DECREASED
Shares20,688 from 21,220
Change-532 (-3%)
Value$1.2K (+$18)
Filed 2025-10-23
Barclays PLC
DECREASED
Shares19,803 from 47,636
Change-27,833 (-58%)
Value$1.2M (-$1.5M)
Filed 2026-03-31
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,135 from 10,740
Change+1,395 (+13%)
Value$709.9K (+$106.5K)
Filed 2025-10-29
Private Management Group Inc
NEW
Shares5,102
Change+5,102
Value$299.9K
Filed 2025-11-13
KLP Kapitalforvaltning AS
UNCHANGED
Shares3,840 from 3,840
Change0 (0%)
Value$225.7K (+$8.6K)
Filed 2025-10-23
Wittenberg Investment Management, Inc.
DECREASED
Shares3,580 from 3,920
Change-340 (-9%)
Value$210.4K (-$11.2K)
Filed 2025-11-13
Councilmark Asset Management, LLC
DECREASED
Shares3,409 from 3,819
Change-410 (-11%)
Value$200.4K (-$15.6K)
Filed 2025-11-05
Rockefeller Capital Management L.P.
NEW
Shares3,129
Change+3,129
Value$184.0K
Filed 2025-11-14
Central Pacific Bank - Trust Division
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$182.2K (+$6.9K)
Filed 2025-10-02
Osaic Holdings, Inc.
DECREASED
Shares2,420 from 3,983
Change-1,563 (-39%)
Value$150.8K (-$74.4K)
Filed 2025-11-14
Chou Associates Management Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$141.1K (+$5.4K)
Filed 2025-11-14
Trust Co of Vermont
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$117.0K (+$5.0K)
Filed 2025-10-14
Rhumbline Advisers
INCREASED
Shares1,540 from 350
Change+1,190 (+340%)
Value$90.5K (+$70.7K)
Filed 2025-11-06
Bessemer Group Inc
INCREASED
Shares1,183 from 1,139
Change+44 (+4%)
Value$70 (+$6)
Filed 2025-11-05
Public Employees Retirement Association of Colorado
DECREASED
Shares650 from 1,639
Change-989 (-60%)
Value$38 (-$55)
Filed 2025-11-13
Russell Investments Group, Ltd.
DECREASED
Shares482 from 2,434
Change-1,952 (-80%)
Value$28.5K (-$109.2K)
Filed 2025-11-13
Signaturefd, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$27.0K (+$1.0K)
Filed 2025-10-21
IFP Advisors, Inc
UNCHANGED
Shares426 from 426
Change0 (0%)
Value$25.2K (+$1.1K)
Filed 2026-02-06
Farther Finance Advisors, LLC
DECREASED
Shares367 from 399
Change-32 (-8%)
Value$21.6K (-$992)
Filed 2025-10-14
Blue Trust, Inc.
NEW
Shares365
Change+365
Value$21.5K
Filed 2025-10-16
Ancora Advisors LLCA
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$20.9K (+$794)
Filed 2025-11-14
Optimum Investment Advisors
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$5.6K (+$214)
Filed 2025-10-21
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.6K (+$155)
Filed 2025-11-12
Gamma Investing LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.1K (+$118)
Filed 2025-10-02
Ogorek Anthony Joseph
DECREASED
Shares49 from 236
Change-187 (-79%)
Value$2 (-$11)
Filed 2025-11-04
Hilltop National Bank
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.8K (+$105)
Filed 2025-10-08
Assetmark, Inc
DECREASED
Shares43 from 44
Change-1 (-2%)
Value$2.5K (+$53)
Filed 2025-11-06
Vision Financial Markets LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.4K (+$90)
Filed 2025-11-06
Mather Group, Llc.
NEW
Shares39
Change+39
Value$2.3K
Filed 2025-10-21
CWM, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2 ($0)
Filed 2025-10-15
Global Retirement Partners, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.5K (+$56)
Filed 2025-10-21
Wealthspire Advisors, LLC
NEW
Shares15
Change+15
Value$882
Filed 2025-11-14
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$503 (+$50)
Filed 2025-10-14
FNY Investment Advisers, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2025-12-15
Dodge & COX
CLOSED
Shares0 from 2,289,925
Change-2,289,925 (-100%)
Value$0 (-$129.5M)
Filed 2025-11-13
Dimensional Fund Advisors LP
CLOSED
Shares0 from 1,716,138
Change-1,716,138 (-100%)
Value$0 (-$97.0M)
Filed 2025-11-12
Renaissance Technologies LLC
CLOSED
Shares0 from 603,557
Change-603,557 (-100%)
Value$0 (-$34.1M)
Filed 2025-11-13
Wallace Capital Management Inc.
CLOSED
Shares0 from 410,575
Change-410,575 (-100%)
Value$0 (-$23.2M)
Filed 2025-11-14
Arrowstreet Capital, Limited Partnership
CLOSED
Shares0 from 367,056
Change-367,056 (-100%)
Value$0 (-$20.8M)
Filed 2025-11-13
Morgan Stanley
CLOSED
Shares0 from 246,706
Change-246,706 (-100%)
Value$0 (-$14.0M)
Filed 2026-05-27
Millennium Management LLC
CLOSED
Shares0 from 222,813
Change-222,813 (-100%)
Value$0 (-$12.6M)
Filed 2025-11-14
SG Americas Securities, LLC
CLOSED
Shares0 from 203,585
Change-203,585 (-100%)
Value$0 (-$11.5K)
Filed 2025-10-23
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 203,028
Change-203,028 (-100%)
Value$0 (-$11.5M)
Filed 2025-11-20
Goldman Sachs Group Inc
CLOSED
Shares0 from 181,881
Change-181,881 (-100%)
Value$0 (-$10.3M)
Filed 2025-11-14
JPMorgan Chase & Co
CLOSED
Shares0 from 175,983
Change-175,983 (-100%)
Value$0 (-$10.0M)
Filed 2025-11-26
Vanguard Group Inc
CLOSED
Shares0 from 170,849
Change-170,849 (-100%)
Value$0 (-$9.7M)
Filed 2025-11-07
Charles Schwab Investment Management Inc
CLOSED
Shares0 from 143,726
Change-143,726 (-100%)
Value$0 (-$8.1M)
Filed 2025-11-10
Qube Research & Technologies Ltd
CLOSED
Shares0 from 112,398
Change-112,398 (-100%)
Value$0 (-$6.4M)
Filed 2025-11-14
BlackRock, Inc.
CLOSED
Shares0 from 107,258
Change-107,258 (-100%)
Value$0 (-$6.1M)
Filed 2025-11-12
Hi-Line Capital Management, LLC
CLOSED
Shares0 from 99,446
Change-99,446 (-100%)
Value$0 (-$5.6M)
Filed 2025-11-06
UBS Group AG
CLOSED
Shares0 from 70,223
Change-70,223 (-100%)
Value$0 (-$4.0M)
Filed 2025-11-13
Hall Kathryn A.
CLOSED
Shares0 from 64,817
Change-64,817 (-100%)
Value$0 (-$3.7M)
Filed 2025-11-14
Man Group plc
CLOSED
Shares0 from 55,914
Change-55,914 (-100%)
Value$0 (-$3.2M)
Filed 2025-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 54,534
Change-54,534 (-100%)
Value$0 (-$3.1M)
Filed 2025-11-14
Gamco Investors, Inc. ET AL
CLOSED
Shares0 from 53,989
Change-53,989 (-100%)
Value$0 (-$3.1M)
Filed 2025-11-12
Citadel Advisors LLC
CLOSED
Shares0 from 51,585
Change-51,585 (-100%)
Value$0 (-$2.9M)
Filed 2025-11-14
BNP Paribas Financial Markets
CLOSED
Shares0 from 48,344
Change-48,344 (-100%)
Value$0 (-$2.7M)
Filed 2025-11-13
S&CO Inc
CLOSED
Shares0 from 47,957
Change-47,957 (-100%)
Value$0 (-$2.7K)
Filed 2025-11-06
Bank of America Corp
CLOSED
Shares0 from 47,035
Change-47,035 (-100%)
Value$0 (-$2.7M)
Filed 2026-02-03
State of Wisconsin Investment Board
CLOSED
Shares0 from 46,647
Change-46,647 (-100%)
Value$0 (-$2.6M)
Filed 2025-11-14
ABC Arbitrage SA
CLOSED
Shares0 from 38,688
Change-38,688 (-100%)
Value$0 (-$2.2M)
Filed 2025-11-06
Point72 Asset Management, L.P.
CLOSED
Shares0 from 37,900
Change-37,900 (-100%)
Value$0 (-$2.1M)
Filed 2025-11-14
HSBC Holdings PLC
CLOSED
Shares0 from 37,323
Change-37,323 (-100%)
Value$0 (-$2.1M)
Filed 2025-11-13
Jane Street Group, LLC
CLOSED
Shares0 from 31,655
Change-31,655 (-100%)
Value$0 (-$1.8M)
Filed 2025-11-14
Ameriprise Financial Inc
CLOSED
Shares0 from 26,582
Change-26,582 (-100%)
Value$0 (-$1.5M)
Filed 2025-11-14
Quantinno Capital Management LP
CLOSED
Shares0 from 24,620
Change-24,620 (-100%)
Value$0 (-$1.4M)
Filed 2025-11-14
Formula Growth LTD
CLOSED
Shares0 from 22,540
Change-22,540 (-100%)
Value$0 (-$1.3M)
Filed 2025-11-13
Northern Trust Corp
CLOSED
Shares0 from 21,710
Change-21,710 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-14
Arnhold LLC
CLOSED
Shares0 from 21,447
Change-21,447 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-07
Cubist Systematic Strategies, LLC
CLOSED
Shares0 from 17,702
Change-17,702 (-100%)
Value$0 (-$1.0M)
Filed 2025-11-14
Handelsbanken Fonder AB
CLOSED
Shares0 from 16,800
Change-16,800 (-100%)
Value$0 (-$950)
Filed 2025-11-12
Catalyst Funds Management Pty Ltd
CLOSED
Shares0 from 15,306
Change-15,306 (-100%)
Value$0 (-$865.6K)
Filed 2025-11-12
Aire Advisors, LLC
CLOSED
Shares0 from 15,280
Change-15,280 (-100%)
Value$0 (-$864.1K)
Filed 2025-11-10
Royal Bank of Canada
CLOSED
Shares0 from 13,426
Change-13,426 (-100%)
Value$0 (-$759.0K)
Filed 2025-11-14
Two Sigma Advisers, LP
CLOSED
Shares0 from 11,800
Change-11,800 (-100%)
Value$0 (-$667.3K)
Filed 2025-11-14
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 11,424
Change-11,424 (-100%)
Value$0 (-$646.1K)
Filed 2025-10-30
State Street Corp
CLOSED
Shares0 from 11,360
Change-11,360 (-100%)
Value$0 (-$642.4K)
Filed 2025-11-14
Vanguard Personalized Indexing Management, LLC
CLOSED
Shares0 from 11,283
Change-11,283 (-100%)
Value$0 (-$792.5K)
Filed 2025-10-31
Clearstead Advisors, LLC
CLOSED
Shares0 from 10,696
Change-10,696 (-100%)
Value$0 (-$604.9K)
Filed 2025-11-10
Geode Capital Management, LLC
CLOSED
Shares0 from 10,292
Change-10,292 (-100%)
Value$0 (-$582.0K)
Filed 2025-11-12
Virtu Financial LLC
CLOSED
Shares0 from 9,692
Change-9,692 (-100%)
Value$0 (-$548)
Filed 2025-11-14
Bleichroeder LP
CLOSED
Shares0 from 9,260
Change-9,260 (-100%)
Value$0 (-$523.7K)
Filed 2025-11-14
Wells Fargo & Company
CLOSED
Shares0 from 9,121
Change-9,121 (-100%)
Value$0 (-$515.8K)
Filed 2025-11-13
Corient Private Wealth LP
CLOSED
Shares0 from 9,091
Change-9,091 (-100%)
Value$0 (-$514.1K)
Filed 2025-11-14
GSA Capital Partners LLP
CLOSED
Shares0 from 8,949
Change-8,949 (-100%)
Value$0 (-$506)
Filed 2025-11-07
Mariner, LLC
CLOSED
Shares0 from 8,789
Change-8,789 (-100%)
Value$0 (-$497.0K)
Filed 2025-11-14
LPL Financial LLC
CLOSED
Shares0 from 8,270
Change-8,270 (-100%)
Value$0 (-$467.7K)
Filed 2025-11-12
SIH Partners, Lllp
CLOSED
Shares0 from 8,037
Change-8,037 (-100%)
Value$0 (-$454.5K)
Filed 2025-11-14
Balefire, LLC
CLOSED
Shares0 from 7,914
Change-7,914 (-100%)
Value$0 (-$447.5K)
Filed 2025-10-08
FMR LLC
CLOSED
Shares0 from 7,759
Change-7,759 (-100%)
Value$0 (-$438.8K)
Filed 2025-11-13
Envestnet Asset Management Inc
CLOSED
Shares0 from 7,084
Change-7,084 (-100%)
Value$0 (-$400.6K)
Filed 2025-11-05
Creative Planning
CLOSED
Shares0 from 6,992
Change-6,992 (-100%)
Value$0 (-$395.4K)
Filed 2025-11-14
Harbor Advisors LLC
CLOSED
Shares0 from 6,872
Change-6,872 (-100%)
Value$0 (-$388.6K)
Filed 2025-11-12
Pavion Blue Capital, LLC
CLOSED
Shares0 from 6,412
Change-6,412 (-100%)
Value$0 (-$362.6K)
Filed 2025-11-07
Rathbones Group PLC
CLOSED
Shares0 from 6,306
Change-6,306 (-100%)
Value$0 (-$356.6K)
Filed 2025-11-13
Keybank National Association
CLOSED
Shares0 from 5,631
Change-5,631 (-100%)
Value$0 (-$318.4K)
Filed 2025-11-04
Old Mission Capital LLC
CLOSED
Shares0 from 5,545
Change-5,545 (-100%)
Value$0 (-$313.6K)
Filed 2025-11-14
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 4,930
Change-4,930 (-100%)
Value$0 (-$278.8K)
Filed 2025-10-22
RMR Wealth Builders
CLOSED
Shares0 from 4,628
Change-4,628 (-100%)
Value$0 (-$261.7K)
Filed 2025-11-05
Waldron Private Wealth LLC
CLOSED
Shares0 from 4,480
Change-4,480 (-100%)
Value$0 (-$253.3K)
Filed 2025-10-30
Squarepoint Ops LLC
CLOSED
Shares0 from 4,293
Change-4,293 (-100%)
Value$0 (-$242.8K)
Filed 2025-11-14
Pathstone Holdings, LLC
CLOSED
Shares0 from 4,186
Change-4,186 (-100%)
Value$0 (-$236.7K)
Filed 2025-11-13
Autumn Glory Partners, LLC
CLOSED
Shares0 from 4,179
Change-4,179 (-100%)
Value$0 (-$236.3K)
Filed 2025-10-22
Deutsche Bank Ag\
CLOSED
Shares0 from 3,193
Change-3,193 (-100%)
Value$0 (-$180.6K)
Filed 2025-11-13
Raymond James Financial Inc
CLOSED
Shares0 from 2,574
Change-2,574 (-100%)
Value$0 (-$145.6K)
Filed 2025-11-14
Citigroup Inc
CLOSED
Shares0 from 2,165
Change-2,165 (-100%)
Value$0 (-$122.4K)
Filed 2025-11-10
Bartlett & Co. Wealth Management LLC
CLOSED
Shares0 from 2,162
Change-2,162 (-100%)
Value$0 (-$122.3K)
Filed 2025-10-09
MAI Capital Management
CLOSED
Shares0 from 1,812
Change-1,812 (-100%)
Value$0 (-$102.5K)
Filed 2025-11-10
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$88.2K)
Filed 2025-11-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$86.3K)
Filed 2025-11-07
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 1,460
Change-1,460 (-100%)
Value$0 (-$82.6K)
Filed 2025-11-14
Rothschild Investment LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$57.1K)
Filed 2025-11-07
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$33.2K)
Filed 2025-11-10
Deseret Mutual Benefit Administrators
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$32.5K)
Filed 2025-10-31
Anchor Investment Management, LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$30.0K)
Filed 2025-11-14
Public Employees Retirement System of Ohio
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$29.6K)
Filed 2025-11-14
Brown Brothers Harriman & Co
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$28.6K)
Filed 2025-11-13
Colonial Trust Co / SC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$22.6K)
Filed 2025-11-10
US Bancorp \de\
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$18.4K)
Filed 2025-11-12
Gables Capital Management Inc.
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$14.0K)
Filed 2025-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 239
Change-239 (-100%)
Value$0 (-$13.5K)
Filed 2025-11-19
BOK Financial Private Wealth, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$11.3K)
Filed 2025-11-07
Covestor Ltd
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$10)
Filed 2025-10-30
Crews Bank & Trust
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$10.2K)
Filed 2025-10-22
McIlrath & Eck, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$6.6K)
Filed 2025-10-22
Allworth Financial LP
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$6.5K)
Filed 2025-12-02
Whittier Trust Co
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$6.2K)
Filed 2025-10-31
Jones Financial Companies Lllp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.5K)
Filed 2025-11-04
Federation des caisses Desjardins du Quebec
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$5.3K)
Filed 2025-11-14
Accent Capital Management, LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$5.2K)
Filed 2025-11-12
Princeton Global Asset Management LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$4.8K)
Filed 2025-10-09
Atlantic Trust Group, LLC
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$4.6K)
Filed 2025-11-24
Bogart Wealth, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.2K)
Filed 2025-10-27
Bfsg, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$3.6K)
Filed 2025-10-29
National Bank of Canada
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.8K)
Filed 2025-11-14
Legend Financial Advisors, Inc.
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$2.7K)
Filed 2025-11-04
Bell Investment Advisors, Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.6K)
Filed 2025-11-21
Arax Advisory Partners
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.5K)
Filed 2025-11-14
Advisors Asset Management, Inc.
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$2.4K)
Filed 2026-08-26
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.8K)
Filed 2025-11-10
Sierra Ocean, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$1.5K)
Filed 2025-11-07
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1)
Filed 2025-11-04
AlphaCore Capital LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.3K)
Filed 2025-11-12
Tsfg, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1)
Filed 2025-11-04
Creative Financial Designs Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2025-11-12
Trust Co of Toledo NA
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2025-10-16
Versant Capital Management, Inc
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2025-10-27
NewEdge Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.1K)
Filed 2025-11-17
Whittier Trust Co of Nevada Inc
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$1.0K)
Filed 2025-10-31
Maryland Capital Advisors Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$905)
Filed 2025-10-17
Smartleaf Asset Management LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$776)
Filed 2025-11-05
Principal Securities, Inc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$735)
Filed 2025-11-12
Cornerstone Planning Group LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$718)
Filed 2025-11-04
Hemington Wealth Management
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 ($0)
Filed 2025-10-24
MV Capital Management, Inc.
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$623)
Filed 2026-02-23
SJS Investment Consulting Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$396)
Filed 2025-10-21
Kimelman & Baird, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$340)
Filed 2025-11-25
Evelyn Partners Investment Management LLP
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$283)
Filed 2025-11-14
LGT Financial Advisors LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$226)
Filed 2025-11-17
Parallel Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$170)
Filed 2025-11-13
Bruce G. Allen Investments, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$57)
Filed 2025-10-30
Northeast Financial Consultants Inc
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Centricity Wealth Management, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Iron Horse Wealth Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Optiver Holding B.V.
INCREASED72,0803,823+68,257+1785%$216.2K$4.2M+$4.0M2025-11-10
Keating Investment Counselors Inc
DECREASED67,69371,263-3,570-5%$4.0M$4.0M-$50.9K2025-10-27
Empowered Funds, LLC
INCREASED37,46531,294+6,171+20%$1.8M$2.2M+$432.5K2025-11-13
Jasper Ridge Partners, L.P.
UNCHANGED20,84020,84000%$1.2M$1.2M+$46.5K2025-11-17
JTC Employer Solutions Trustee Ltd
DECREASED20,68821,220-532-3%$1.2K$1.2K+$182025-10-23
Barclays PLC
DECREASED19,80347,636-27,833-58%$2.7M$1.2M-$1.5M2026-03-31
Wealth Enhancement Advisory Services, LLC
INCREASED12,13510,740+1,395+13%$603.4K$709.9K+$106.5K2025-10-29
Private Management Group Inc
NEW5,102—+5,102——$299.9K—2025-11-13
KLP Kapitalforvaltning AS
UNCHANGED3,8403,84000%$217.2K$225.7K+$8.6K2025-10-23
Wittenberg Investment Management, Inc.
DECREASED3,5803,920-340-9%$221.7K$210.4K-$11.2K2025-11-13
Councilmark Asset Management, LLC
DECREASED3,4093,819-410-11%$216.0K$200.4K-$15.6K2025-11-05
Rockefeller Capital Management L.P.
NEW3,129—+3,129——$184.0K—2025-11-14
Central Pacific Bank - Trust Division
UNCHANGED3,1003,10000%$175.3K$182.2K+$6.9K2025-10-02
Osaic Holdings, Inc.
DECREASED2,4203,983-1,563-39%$225.3K$150.8K-$74.4K2025-11-14
Chou Associates Management Inc.
UNCHANGED2,4002,40000%$135.7K$141.1K+$5.4K2025-11-14
Trust Co of Vermont
UNCHANGED1,9801,98000%$112.0K$117.0K+$5.0K2025-10-14
Rhumbline Advisers
INCREASED1,540350+1,190+340%$19.8K$90.5K+$70.7K2025-11-06
Bessemer Group Inc
INCREASED1,1831,139+44+4%$64$70+$62025-11-05
Public Employees Retirement Association of Colorado
DECREASED6501,639-989-60%$93$38-$552025-11-13
Russell Investments Group, Ltd.
DECREASED4822,434-1,952-80%$137.6K$28.5K-$109.2K2025-11-13
Signaturefd, LLC
UNCHANGED46046000%$26.0K$27.0K+$1.0K2025-10-21
IFP Advisors, Inc
UNCHANGED42642600%$24.1K$25.2K+$1.1K2026-02-06
Farther Finance Advisors, LLC
DECREASED367399-32-8%$22.6K$21.6K-$9922025-10-14
Blue Trust, Inc.
NEW365—+365——$21.5K—2025-10-16
Ancora Advisors LLCA
UNCHANGED35635600%$20.1K$20.9K+$7942025-11-14
Optimum Investment Advisors
UNCHANGED969600%$5.4K$5.6K+$2142025-10-21
Steward Partners Investment Advisory, LLC
UNCHANGED616100%$3.5K$3.6K+$1552025-11-12
Gamma Investing LLC
UNCHANGED535300%$3.0K$3.1K+$1182025-10-02
Ogorek Anthony Joseph
DECREASED49236-187-79%$13$2-$112025-11-04
Hilltop National Bank
UNCHANGED474700%$2.7K$2.8K+$1052025-10-08
Assetmark, Inc
DECREASED4344-1-2%$2.5K$2.5K+$532025-11-06
Vision Financial Markets LLC
UNCHANGED404000%$2.3K$2.4K+$902025-11-06
Mather Group, Llc.
NEW39—+39——$2.3K—2025-10-21
CWM, LLC
UNCHANGED353500%$2$2$02025-10-15
Global Retirement Partners, LLC
UNCHANGED252500%$1.4K$1.5K+$562025-10-21
Wealthspire Advisors, LLC
NEW15—+15——$882—2025-11-14
DiNuzzo Private Wealth, Inc.
UNCHANGED8800%$453$503+$502025-10-14
FNY Investment Advisers, LLC
UNCHANGED2200%$0$0$02025-12-15
Dodge & COX
CLOSED02,289,925-2,289,925-100%$129.5M$0-$129.5M2025-11-13
Dimensional Fund Advisors LP
CLOSED01,716,138-1,716,138-100%$97.0M$0-$97.0M2025-11-12
Renaissance Technologies LLC
CLOSED0603,557-603,557-100%$34.1M$0-$34.1M2025-11-13
Wallace Capital Management Inc.
CLOSED0410,575-410,575-100%$23.2M$0-$23.2M2025-11-14
Arrowstreet Capital, Limited Partnership
CLOSED0367,056-367,056-100%$20.8M$0-$20.8M2025-11-13
Morgan Stanley
CLOSED0246,706-246,706-100%$14.0M$0-$14.0M2026-05-27
Millennium Management LLC
CLOSED0222,813-222,813-100%$12.6M$0-$12.6M2025-11-14
SG Americas Securities, LLC
CLOSED0203,585-203,585-100%$11.5K$0-$11.5K2025-10-23
Wilmington Savings Fund Society, FSB
CLOSED0203,028-203,028-100%$11.5M$0-$11.5M2025-11-20
Goldman Sachs Group Inc
CLOSED0181,881-181,881-100%$10.3M$0-$10.3M2025-11-14
JPMorgan Chase & Co
CLOSED0175,983-175,983-100%$10.0M$0-$10.0M2025-11-26
Vanguard Group Inc
CLOSED0170,849-170,849-100%$9.7M$0-$9.7M2025-11-07
Charles Schwab Investment Management Inc
CLOSED0143,726-143,726-100%$8.1M$0-$8.1M2025-11-10
Qube Research & Technologies Ltd
CLOSED0112,398-112,398-100%$6.4M$0-$6.4M2025-11-14
BlackRock, Inc.
CLOSED0107,258-107,258-100%$6.1M$0-$6.1M2025-11-12
Hi-Line Capital Management, LLC
CLOSED099,446-99,446-100%$5.6M$0-$5.6M2025-11-06
UBS Group AG
CLOSED070,223-70,223-100%$4.0M$0-$4.0M2025-11-13
Hall Kathryn A.
CLOSED064,817-64,817-100%$3.7M$0-$3.7M2025-11-14
Man Group plc
CLOSED055,914-55,914-100%$3.2M$0-$3.2M2025-11-14
Susquehanna International Group, LLP
CLOSED054,534-54,534-100%$3.1M$0-$3.1M2025-11-14
Gamco Investors, Inc. ET AL
CLOSED053,989-53,989-100%$3.1M$0-$3.1M2025-11-12
Citadel Advisors LLC
CLOSED051,585-51,585-100%$2.9M$0-$2.9M2025-11-14
BNP Paribas Financial Markets
CLOSED048,344-48,344-100%$2.7M$0-$2.7M2025-11-13
S&CO Inc
CLOSED047,957-47,957-100%$2.7K$0-$2.7K2025-11-06
Bank of America Corp
CLOSED047,035-47,035-100%$2.7M$0-$2.7M2026-02-03
State of Wisconsin Investment Board
CLOSED046,647-46,647-100%$2.6M$0-$2.6M2025-11-14
ABC Arbitrage SA
CLOSED038,688-38,688-100%$2.2M$0-$2.2M2025-11-06
Point72 Asset Management, L.P.
CLOSED037,900-37,900-100%$2.1M$0-$2.1M2025-11-14
HSBC Holdings PLC
CLOSED037,323-37,323-100%$2.1M$0-$2.1M2025-11-13
Jane Street Group, LLC
CLOSED031,655-31,655-100%$1.8M$0-$1.8M2025-11-14
Ameriprise Financial Inc
CLOSED026,582-26,582-100%$1.5M$0-$1.5M2025-11-14
Quantinno Capital Management LP
CLOSED024,620-24,620-100%$1.4M$0-$1.4M2025-11-14
Formula Growth LTD
CLOSED022,540-22,540-100%$1.3M$0-$1.3M2025-11-13
Northern Trust Corp
CLOSED021,710-21,710-100%$1.2M$0-$1.2M2025-11-14
Arnhold LLC
CLOSED021,447-21,447-100%$1.2M$0-$1.2M2025-11-07
Cubist Systematic Strategies, LLC
CLOSED017,702-17,702-100%$1.0M$0-$1.0M2025-11-14
Handelsbanken Fonder AB
CLOSED016,800-16,800-100%$950$0-$9502025-11-12
Catalyst Funds Management Pty Ltd
CLOSED015,306-15,306-100%$865.6K$0-$865.6K2025-11-12
Aire Advisors, LLC
CLOSED015,280-15,280-100%$864.1K$0-$864.1K2025-11-10
Royal Bank of Canada
CLOSED013,426-13,426-100%$759.0K$0-$759.0K2025-11-14
Two Sigma Advisers, LP
CLOSED011,800-11,800-100%$667.3K$0-$667.3K2025-11-14
Samalin Investment Counsel, LLC
CLOSED011,424-11,424-100%$646.1K$0-$646.1K2025-10-30
State Street Corp
CLOSED011,360-11,360-100%$642.4K$0-$642.4K2025-11-14
Vanguard Personalized Indexing Management, LLC
CLOSED011,283-11,283-100%$792.5K$0-$792.5K2025-10-31
Clearstead Advisors, LLC
CLOSED010,696-10,696-100%$604.9K$0-$604.9K2025-11-10
Geode Capital Management, LLC
CLOSED010,292-10,292-100%$582.0K$0-$582.0K2025-11-12
Virtu Financial LLC
CLOSED09,692-9,692-100%$548$0-$5482025-11-14
Bleichroeder LP
CLOSED09,260-9,260-100%$523.7K$0-$523.7K2025-11-14
Wells Fargo & Company
CLOSED09,121-9,121-100%$515.8K$0-$515.8K2025-11-13
Corient Private Wealth LP
CLOSED09,091-9,091-100%$514.1K$0-$514.1K2025-11-14
GSA Capital Partners LLP
CLOSED08,949-8,949-100%$506$0-$5062025-11-07
Mariner, LLC
CLOSED08,789-8,789-100%$497.0K$0-$497.0K2025-11-14
LPL Financial LLC
CLOSED08,270-8,270-100%$467.7K$0-$467.7K2025-11-12
SIH Partners, Lllp
CLOSED08,037-8,037-100%$454.5K$0-$454.5K2025-11-14
Balefire, LLC
CLOSED07,914-7,914-100%$447.5K$0-$447.5K2025-10-08
FMR LLC
CLOSED07,759-7,759-100%$438.8K$0-$438.8K2025-11-13
Envestnet Asset Management Inc
CLOSED07,084-7,084-100%$400.6K$0-$400.6K2025-11-05
Creative Planning
CLOSED06,992-6,992-100%$395.4K$0-$395.4K2025-11-14
Harbor Advisors LLC
CLOSED06,872-6,872-100%$388.6K$0-$388.6K2025-11-12
Pavion Blue Capital, LLC
CLOSED06,412-6,412-100%$362.6K$0-$362.6K2025-11-07
Rathbones Group PLC
CLOSED06,306-6,306-100%$356.6K$0-$356.6K2025-11-13
Keybank National Association
CLOSED05,631-5,631-100%$318.4K$0-$318.4K2025-11-04
Old Mission Capital LLC
CLOSED05,545-5,545-100%$313.6K$0-$313.6K2025-11-14
Almanack Investment Partners, Llc.
CLOSED04,930-4,930-100%$278.8K$0-$278.8K2025-10-22
RMR Wealth Builders
CLOSED04,628-4,628-100%$261.7K$0-$261.7K2025-11-05
Waldron Private Wealth LLC
CLOSED04,480-4,480-100%$253.3K$0-$253.3K2025-10-30
Squarepoint Ops LLC
CLOSED04,293-4,293-100%$242.8K$0-$242.8K2025-11-14
Pathstone Holdings, LLC
CLOSED04,186-4,186-100%$236.7K$0-$236.7K2025-11-13
Autumn Glory Partners, LLC
CLOSED04,179-4,179-100%$236.3K$0-$236.3K2025-10-22
Deutsche Bank Ag\
CLOSED03,193-3,193-100%$180.6K$0-$180.6K2025-11-13
Raymond James Financial Inc
CLOSED02,574-2,574-100%$145.6K$0-$145.6K2025-11-14
Citigroup Inc
CLOSED02,165-2,165-100%$122.4K$0-$122.4K2025-11-10
Bartlett & Co. Wealth Management LLC
CLOSED02,162-2,162-100%$122.3K$0-$122.3K2025-10-09
MAI Capital Management
CLOSED01,812-1,812-100%$102.5K$0-$102.5K2025-11-10
Tower Research Capital LLC (TRC)
CLOSED01,560-1,560-100%$88.2K$0-$88.2K2025-11-14
PNC Financial Services Group, Inc.
CLOSED01,526-1,526-100%$86.3K$0-$86.3K2025-11-07
Northwestern Mutual Wealth Management Co
CLOSED01,460-1,460-100%$82.6K$0-$82.6K2025-11-14
Rothschild Investment LLC
CLOSED01,010-1,010-100%$57.1K$0-$57.1K2025-11-07
EverSource Wealth Advisors, LLC
CLOSED0587-587-100%$33.2K$0-$33.2K2025-11-10
Deseret Mutual Benefit Administrators
CLOSED0575-575-100%$32.5K$0-$32.5K2025-10-31
Anchor Investment Management, LLC
CLOSED0530-530-100%$30.0K$0-$30.0K2025-11-14
Public Employees Retirement System of Ohio
CLOSED0524-524-100%$29.6K$0-$29.6K2025-11-14
Brown Brothers Harriman & Co
CLOSED0505-505-100%$28.6K$0-$28.6K2025-11-13
Colonial Trust Co / SC
CLOSED0400-400-100%$22.6K$0-$22.6K2025-11-10
US Bancorp \de\
CLOSED0326-326-100%$18.4K$0-$18.4K2025-11-12
Gables Capital Management Inc.
CLOSED0248-248-100%$14.0K$0-$14.0K2025-11-06
Caitong International Asset Management Co., Ltd
CLOSED0239-239-100%$13.5K$0-$13.5K2025-11-19
BOK Financial Private Wealth, Inc.
CLOSED0200-200-100%$11.3K$0-$11.3K2025-11-07
Covestor Ltd
CLOSED0180-180-100%$10$0-$102025-10-30
Crews Bank & Trust
CLOSED0180-180-100%$10.2K$0-$10.2K2025-10-22
McIlrath & Eck, LLC
CLOSED0116-116-100%$6.6K$0-$6.6K2025-10-22
Allworth Financial LP
CLOSED0115-115-100%$6.5K$0-$6.5K2025-12-02
Whittier Trust Co
CLOSED0110-110-100%$6.2K$0-$6.2K2025-10-31
Jones Financial Companies Lllp
CLOSED0100-100-100%$5.5K$0-$5.5K2025-11-04
Federation des caisses Desjardins du Quebec
CLOSED093-93-100%$5.3K$0-$5.3K2025-11-14
Accent Capital Management, LLC
CLOSED092-92-100%$5.2K$0-$5.2K2025-11-12
Princeton Global Asset Management LLC
CLOSED084-84-100%$4.8K$0-$4.8K2025-10-09
Atlantic Trust Group, LLC
CLOSED082-82-100%$4.6K$0-$4.6K2025-11-24
Bogart Wealth, LLC
CLOSED075-75-100%$4.2K$0-$4.2K2025-10-27
Bfsg, LLC
CLOSED064-64-100%$3.6K$0-$3.6K2025-10-29
National Bank of Canada
CLOSED050-50-100%$2.8K$0-$2.8K2025-11-14
Legend Financial Advisors, Inc.
CLOSED047-47-100%$2.7K$0-$2.7K2025-11-04
Bell Investment Advisors, Inc
CLOSED046-46-100%$2.6K$0-$2.6K2025-11-21
Arax Advisory Partners
CLOSED045-45-100%$2.5K$0-$2.5K2025-11-14
Advisors Asset Management, Inc.
CLOSED042-42-100%$2.4K$0-$2.4K2026-08-26
JFS Wealth Advisors, LLC
CLOSED031-31-100%$1.8K$0-$1.8K2025-11-10
Sierra Ocean, LLC
CLOSED027-27-100%$1.5K$0-$1.5K2025-11-07
Hazlett, Burt & Watson, Inc.
CLOSED025-25-100%$1$0-$12025-11-04
AlphaCore Capital LLC
CLOSED023-23-100%$1.3K$0-$1.3K2025-11-12
Tsfg, LLC
CLOSED020-20-100%$1$0-$12025-11-04
Creative Financial Designs Inc
CLOSED020-20-100%$1.1K$0-$1.1K2025-11-12
Trust Co of Toledo NA
CLOSED019-19-100%$1.1K$0-$1.1K2025-10-16
Versant Capital Management, Inc
CLOSED019-19-100%$1.1K$0-$1.1K2025-10-27
NewEdge Advisors, LLC
CLOSED019-19-100%$1.1K$0-$1.1K2025-11-17
Whittier Trust Co of Nevada Inc
CLOSED018-18-100%$1.0K$0-$1.0K2025-10-31
Maryland Capital Advisors Inc.
CLOSED016-16-100%$905$0-$9052025-10-17
Smartleaf Asset Management LLC
CLOSED014-14-100%$776$0-$7762025-11-05
Principal Securities, Inc.
CLOSED013-13-100%$735$0-$7352025-11-12
Cornerstone Planning Group LLC
CLOSED013-13-100%$718$0-$7182025-11-04
Hemington Wealth Management
CLOSED013-13-100%$0$0$02025-10-24
MV Capital Management, Inc.
CLOSED011-11-100%$623$0-$6232026-02-23
SJS Investment Consulting Inc.
CLOSED07-7-100%$396$0-$3962025-10-21
Kimelman & Baird, LLC
CLOSED06-6-100%$340$0-$3402025-11-25
Evelyn Partners Investment Management LLP
CLOSED05-5-100%$283$0-$2832025-11-14
LGT Financial Advisors LLC
CLOSED04-4-100%$226$0-$2262025-11-17
Parallel Advisors, LLC
CLOSED03-3-100%$170$0-$1702025-11-13
Bruce G. Allen Investments, LLC
CLOSED01-1-100%$57$0-$572025-10-30
Northeast Financial Consultants Inc
N/A—3,544-3,544-100%$200.4K———
Centricity Wealth Management, LLC
N/A—76-76-100%$4.3K———
Iron Horse Wealth Management, LLC
N/A—13-13-100%$735———
Proequities, Inc.
N/A—00—$0———
Showing 169 of 169 institutions