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Surgery Partners Inc (SGRY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares5,913,528 from 4,943,713
Change+969,815 (+20%)
Value$82.0M (-$1.0M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares1,795,875 from 2,116,579
Change-320,704 (-15%)
Value$24.9M (-$10.7M)
Filed 2026-11-06
FMR LLC
DECREASED
Shares1,271,346 from 2,149,009
Change-877,663 (-41%)
Value$17.6M (-$18.5M)
Filed 2026-11-10
Barclays PLC
INCREASED
Shares423,048 from 22,858
Change+400,190 (+1751%)
Value$5.9M (+$5.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares318,221 from 320,206
Change-1,985 (-1%)
Value$4.4M (-$965.7K)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares208,270 from 150,939
Change+57,331 (+38%)
Value$2.9M (+$352.9K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares196,887 from 166,411
Change+30,476 (+18%)
Value$2.6M (-$161.5K)
Filed 2026-10-16
Nuveen, LLC
DECREASED
Shares186,759 from 191,487
Change-4,728 (-2%)
Value$2.6M (-$626.6K)
Filed 2026-11-10
Deutsche Bank Ag\
DECREASED
Shares83,756 from 88,977
Change-5,221 (-6%)
Value$1.2M (-$333.1K)
Filed 2026-11-06
Wolverine Asset Management LLC
UNCHANGED
Shares76,529 from 76,529
Change0 (0%)
Value$1.1M (-$224.2K)
Filed 2026-11-02
Tranquility Partners, LLC
UNCHANGED
Shares74,923 from 74,923
Change0 (0%)
Value$1.0M (-$219.5K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares50,092 from 21,287
Change+28,805 (+135%)
Value$694.8K (+$337.2K)
Filed 2026-11-02
Inspire Investing, LLC
INCREASED
Shares44,768 from 40,669
Change+4,099 (+10%)
Value$620.9K (-$62.3K)
Filed 2026-10-22
Jefferies Financial Group Inc.
NEW
Shares40,401
Change+40,401
Value$560.4K
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares40,135 from 41,244
Change-1,109 (-3%)
Value$556.7K (-$136.2K)
Filed 2026-11-06
Virginia Retirement Systems ET Al
NEW
Shares30,700
Change+30,700
Value$425.8K
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares28,370 from 37
Change+28,333 (+76576%)
Value$393.5K (+$392.9K)
Filed 2026-10-29
Squarepoint Ops LLC
INCREASED
Shares27,175 from 18,333
Change+8,842 (+48%)
Value$376.9K (+$68.9K)
Filed 2026-11-09
LPL Financial LLC
DECREASED
Shares23,846 from 39,304
Change-15,458 (-39%)
Value$330.7K (-$329.6K)
Filed 2026-11-06
State of Wyoming
INCREASED
Shares23,568 from 15,571
Change+7,997 (+51%)
Value$326.9K (+$65.3K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares22,877 from 45,690
Change-22,813 (-50%)
Value$317.3K (-$450.3K)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares22,118 from 21,426
Change+692 (+3%)
Value$306.8K (-$53.2K)
Filed 2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares21,656 from 24,347
Change-2,691 (-11%)
Value$300.4K (-$108.7K)
Filed 2026-11-09
Sterling Capital Management LLC
DECREASED
Shares18,696 from 18,731
Change-35 (0%)
Value$259.3K (-$55.4K)
Filed 2026-10-22
Handelsbanken Fonder AB
UNCHANGED
Shares18,600 from 18,600
Change0 (0%)
Value$258 (-$54)
Filed 2026-11-09
Evergreen Capital Management LLC
UNCHANGED
Shares18,154 from 18,154
Change0 (0%)
Value$251.8K (-$53.2K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares15,632 from 15,632
Change0 (0%)
Value$216.8K (-$45.8K)
Filed 2026-10-29
FNY Investment Advisers, LLC
INCREASED
Shares15,034 from 6,500
Change+8,534 (+131%)
Value$208 (+$99)
Filed 2026-10-16
Vise Technologies, Inc.
NEW
Shares13,756
Change+13,756
Value$190.8K
Filed 2026-10-29
Camelot Portfolios, LLC
INCREASED
Shares13,735 from 13,712
Change+23 (+0%)
Value$190.5K (-$39.9K)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
NEW
Shares12,395
Change+12,395
Value$169.1K
Filed 2026-10-13
Pictet Asset Management Holding SA
UNCHANGED
Shares11,528 from 11,528
Change0 (0%)
Value$159.9K (-$33.8K)
Filed 2026-11-03
Olympiad Research LP
UNCHANGED
Shares10,912 from 10,912
Change0 (0%)
Value$151.3K (-$32.0K)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares10,146 from 10,466
Change-320 (-3%)
Value$140.7K (-$35.1K)
Filed 2026-10-29
Fulcrum Asset Management LLP
DECREASED
Shares6,852 from 7,340
Change-488 (-7%)
Value$98.7K (-$22.8K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares4,291 from 4,791
Change-500 (-10%)
Value$60 (-$80.9K)
Filed 2026-10-30
Simplex Trading, LLC
DECREASED
Shares3,583 from 8,540
Change-4,957 (-58%)
Value$49.7K (-$93.8K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares3,549 from 3,247
Change+302 (+9%)
Value$49.2K (-$5.3K)
Filed 2026-10-28
Nisa Investment Advisors, LLC
DECREASED
Shares2,972 from 3,122
Change-150 (-5%)
Value$41.2K (-$11.2K)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares2,435
Change+2,435
Value$33.8K
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,916 from 1,688
Change+228 (+14%)
Value$26.6K (-$1.8K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares1,831 from 1,716
Change+115 (+7%)
Value$25.4K (-$3.4K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
DECREASED
Shares1,485 from 1,557
Change-72 (-5%)
Value$21 (-$26.0K)
Filed 2026-10-22
Nykredit A/S
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$16.2K (-$3.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares850 from 1,347
Change-497 (-37%)
Value$11.8K (-$10.8K)
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$13.3K ($0)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares642 from 616
Change+26 (+4%)
Value$8.9K (-$1.4K)
Filed 2026-10-26
Trellis Wealth Advisors LLC
NEW
Shares400
Change+400
Value$5.5K
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares323 from 248
Change+75 (+30%)
Value$4.5K (+$314)
Filed 2026-10-08
Versant Capital Management, Inc
NEW
Shares280
Change+280
Value$3.9K
Filed 2026-10-02
EverSource Wealth Advisors, LLC
INCREASED
Shares271 from 73
Change+198 (+271%)
Value$3.8K (+$2.5K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares223 from 268
Change-45 (-17%)
Value$3.1K (-$1.4K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares171 from 528
Change-357 (-68%)
Value$2.4K (-$6.4K)
Filed 2026-10-08
Birch Financial Group, LLC
NEW
Shares157
Change+157
Value$2.2K
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$2.1K (-$439)
Filed 2026-10-01
Root Financial Partners, LLC
NEW
Shares146
Change+146
Value$2.0K
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares142 from 66
Change+76 (+115%)
Value$2.0K (+$861)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares129 from 85
Change+44 (+52%)
Value$1.8K (+$361)
Filed 2026-10-23
Mather Group, Llc.
NEW
Shares96
Change+96
Value$1.3K
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares67
Change+67
Value$929
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares49 from 22
Change+27 (+123%)
Value$680 (+$310)
Filed 2026-11-06
SBI Securities Co., Ltd.
INCREASED
Shares39 from 38
Change+1 (+3%)
Value$541 (-$97)
Filed 2026-10-22
Bare Financial Services, Inc
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$527 (-$111)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares33 from 1
Change+32 (+3200%)
Value$458 (+$441)
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$416 (-$88)
Filed 2026-10-05
Arlington Trust Co LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$402 (-$85)
Filed 2026-10-20
Godfrey Financial Associates, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$291 (-$62)
Filed 2026-11-10
Financial Consulate, Inc
DECREASED
Shares20 from 30
Change-10 (-33%)
Value$278 (-$226)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares13
Change+13
Value$180
Filed 2026-10-30
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$55
Filed 2026-10-15
Penn Capital Management Company, LLC
CLOSED
Shares0 from 175,083
Change-175,083 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 22,172
Change-22,172 (-100%)
Value$0 (-$372.5K)
Filed 2026-10-16
Intech Investment Management LLC
CLOSED
Shares0 from 17,155
Change-17,155 (-100%)
Value$0 (-$288.2K)
Filed 2026-11-09
MacKenzie Financial Corp
CLOSED
Shares0 from 16,853
Change-16,853 (-100%)
Value$0 (-$283.1K)
Filed 2026-11-02
Level Four Advisory Services, LLC
CLOSED
Shares0 from 14,157
Change-14,157 (-100%)
Value$0 (-$237.8K)
Filed 2026-11-06
Abel Hall, LLC
CLOSED
Shares0 from 10,315
Change-10,315 (-100%)
Value$0 (-$173.3K)
Filed 2026-10-19
State of Alaska, Department of Revenue
CLOSED
Shares0 from 7,282
Change-7,282 (-100%)
Value$0 (-$122.0K)
Filed 2026-10-15
KBC Group NV
CLOSED
Shares0 from 2,555
Change-2,555 (-100%)
Value$0 (-$43.0K)
Filed 2026-10-22
Parkside Financial Bank & Trust
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$756)
Filed 2026-10-27
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$269)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$134)
Filed 2026-10-23
Bain Capital Investors LLC
N/A
Shares— from 49,946,972
Change-49,946,972 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,882,155
Change-13,882,155 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 11,630,000
Change-11,630,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,573,413
Change-8,573,413 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,241,503
Change-6,241,503 (-100%)
Value—
King Street Capital Management, L.P.
N/A
Shares— from 6,058,141
Change-6,058,141 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 5,916,197
Change-5,916,197 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 3,823,179
Change-3,823,179 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 3,737,712
Change-3,737,712 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 3,509,535
Change-3,509,535 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 3,336,464
Change-3,336,464 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,958,912
Change-2,958,912 (-100%)
Value—
State Street Corp
N/A
Shares— from 2,140,905
Change-2,140,905 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 1,525,108
Change-1,525,108 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,471,492
Change-1,471,492 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 1,360,587
Change-1,360,587 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,232,751
Change-1,232,751 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,212,766
Change-1,212,766 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,083,812
Change-1,083,812 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,081,600
Change-1,081,600 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,079,626
Change-1,079,626 (-100%)
Value—
Hein Park Capital Management LP
N/A
Shares— from 1,068,621
Change-1,068,621 (-100%)
Value—
Varde Management, L.P.
N/A
Shares— from 1,003,447
Change-1,003,447 (-100%)
Value—
Whitefort Capital Management, LP
N/A
Shares— from 901,332
Change-901,332 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 867,776
Change-867,776 (-100%)
Value—
Oaktree Capital Management LP
N/A
Shares— from 862,588
Change-862,588 (-100%)
Value—
Sea Cliff Partners Management, LP
N/A
Shares— from 845,864
Change-845,864 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 741,577
Change-741,577 (-100%)
Value—
Man Group plc
N/A
Shares— from 697,552
Change-697,552 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 653,470
Change-653,470 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 547,967
Change-547,967 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 508,254
Change-508,254 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 450,606
Change-450,606 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 426,592
Change-426,592 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 323,860
Change-323,860 (-100%)
Value—
Pier Capital, LLC
N/A
Shares— from 322,265
Change-322,265 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 320,288
Change-320,288 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 291,280
Change-291,280 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 218,805
Change-218,805 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 203,358
Change-203,358 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 200,700
Change-200,700 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 172,976
Change-172,976 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 158,094
Change-158,094 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 155,800
Change-155,800 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 153,926
Change-153,926 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 141,088
Change-141,088 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 136,328
Change-136,328 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 130,100
Change-130,100 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 126,064
Change-126,064 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 110,698
Change-110,698 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 109,264
Change-109,264 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 104,565
Change-104,565 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 102,250
Change-102,250 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 95,362
Change-95,362 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 91,197
Change-91,197 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 90,290
Change-90,290 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 87,900
Change-87,900 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 84,000
Change-84,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 78,790
Change-78,790 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 72,569
Change-72,569 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 71,702
Change-71,702 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 65,430
Change-65,430 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 64,377
Change-64,377 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 64,181
Change-64,181 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 55,247
Change-55,247 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,485
Change-50,485 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 49,949
Change-49,949 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 46,704
Change-46,704 (-100%)
Value—
Marble Bar Asset Management LLP
N/A
Shares— from 46,589
Change-46,589 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,155
Change-46,155 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 39,477
Change-39,477 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 36,808
Change-36,808 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 32,864
Change-32,864 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 29,570
Change-29,570 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 29,538
Change-29,538 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,960
Change-27,960 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,421
Change-26,421 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 26,148
Change-26,148 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 24,650
Change-24,650 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,273
Change-19,273 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 17,368
Change-17,368 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 15,343
Change-15,343 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,585
Change-13,585 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 12,858
Change-12,858 (-100%)
Value—
Aristeia Capital, L.L.C.
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 10,023
Change-10,023 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 735
Change-735 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 317
Change-317 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 175
Change-175 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6
Change-6 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED5,913,5284,943,713+969,815+20%$83.1M$82.0M-$1.0M2026-11-04
Geode Capital Management, LLC
DECREASED1,795,8752,116,579-320,704-15%$35.6M$24.9M-$10.7M2026-11-06
FMR LLC
DECREASED1,271,3462,149,009-877,663-41%$36.1M$17.6M-$18.5M2026-11-10
Barclays PLC
INCREASED423,04822,858+400,190+1751%$384.0K$5.9M+$5.5M2026-11-06
Bank of New York Mellon Corp
DECREASED318,221320,206-1,985-1%$5.4M$4.4M-$965.7K2026-11-05
Principal Financial Group Inc
INCREASED208,270150,939+57,331+38%$2.5M$2.9M+$352.9K2026-11-02
TD Waterhouse Canada Inc.
INCREASED196,887166,411+30,476+18%$2.8M$2.6M-$161.5K2026-10-16
Nuveen, LLC
DECREASED186,759191,487-4,728-2%$3.2M$2.6M-$626.6K2026-11-10
Deutsche Bank Ag\
DECREASED83,75688,977-5,221-6%$1.5M$1.2M-$333.1K2026-11-06
Wolverine Asset Management LLC
UNCHANGED76,52976,52900%$1.3M$1.1M-$224.2K2026-11-02
Tranquility Partners, LLC
UNCHANGED74,92374,92300%$1.3M$1.0M-$219.5K2026-10-20
Creative Planning
INCREASED50,09221,287+28,805+135%$357.6K$694.8K+$337.2K2026-11-02
Inspire Investing, LLC
INCREASED44,76840,669+4,099+10%$683.2K$620.9K-$62.3K2026-10-22
Jefferies Financial Group Inc.
NEW40,401—+40,401——$560.4K—2026-11-05
Russell Investments Group, Ltd.
DECREASED40,13541,244-1,109-3%$692.9K$556.7K-$136.2K2026-11-06
Virginia Retirement Systems ET Al
NEW30,700—+30,700——$425.8K—2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED28,37037+28,333+76576%$622$393.5K+$392.9K2026-10-29
Squarepoint Ops LLC
INCREASED27,17518,333+8,842+48%$308.0K$376.9K+$68.9K2026-11-09
LPL Financial LLC
DECREASED23,84639,304-15,458-39%$660.3K$330.7K-$329.6K2026-11-06
State of Wyoming
INCREASED23,56815,571+7,997+51%$261.6K$326.9K+$65.3K2026-10-28
Citigroup Inc
DECREASED22,87745,690-22,813-50%$767.6K$317.3K-$450.3K2026-11-04
Arizona State Retirement System
INCREASED22,11821,426+692+3%$360.0K$306.8K-$53.2K2026-11-03
Police & Firemen's Retirement System of New Jersey
DECREASED21,65624,347-2,691-11%$409.0K$300.4K-$108.7K2026-11-09
Sterling Capital Management LLC
DECREASED18,69618,731-350%$314.7K$259.3K-$55.4K2026-10-22
Handelsbanken Fonder AB
UNCHANGED18,60018,60000%$312$258-$542026-11-09
Evergreen Capital Management LLC
UNCHANGED18,15418,15400%$305.0K$251.8K-$53.2K2026-10-23
Walled Lake Planning & Wealth Management, LLC
UNCHANGED15,63215,63200%$262.6K$216.8K-$45.8K2026-10-29
FNY Investment Advisers, LLC
INCREASED15,0346,500+8,534+131%$109$208+$992026-10-16
Vise Technologies, Inc.
NEW13,756—+13,756——$190.8K—2026-10-29
Camelot Portfolios, LLC
INCREASED13,73513,712+23+0%$230.4K$190.5K-$39.9K2026-11-09
Wealth Enhancement Advisory Services, LLC
NEW12,395—+12,395——$169.1K—2026-10-13
Pictet Asset Management Holding SA
UNCHANGED11,52811,52800%$193.7K$159.9K-$33.8K2026-11-03
Olympiad Research LP
UNCHANGED10,91210,91200%$183.3K$151.3K-$32.0K2026-11-04
ProShare Advisors LLC
DECREASED10,14610,466-320-3%$175.8K$140.7K-$35.1K2026-10-29
Fulcrum Asset Management LLP
DECREASED6,8527,340-488-7%$121.6K$98.7K-$22.8K2026-11-04
Covestor Ltd
DECREASED4,2914,791-500-10%$81.0K$60-$80.9K2026-10-30
Simplex Trading, LLC
DECREASED3,5838,540-4,957-58%$143.5K$49.7K-$93.8K2026-11-04
Cullen T Bankers, Inc.
INCREASED3,5493,247+302+9%$54.6K$49.2K-$5.3K2026-10-28
Nisa Investment Advisors, LLC
DECREASED2,9723,122-150-5%$52.5K$41.2K-$11.2K2026-10-20
Summit Securities Group LLC
NEW2,435—+2,435——$33.8K—2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,9161,688+228+14%$28.4K$26.6K-$1.8K2026-11-06
US Bancorp \de\
INCREASED1,8311,716+115+7%$28.8K$25.4K-$3.4K2026-11-05
Harbor Capital Advisors, Inc.
DECREASED1,4851,557-72-5%$26.0K$21-$26.0K2026-10-22
Nykredit A/S
UNCHANGED1,1701,17000%$19.7K$16.2K-$3.4K2026-11-06
Fifth Third Bancorp
DECREASED8501,347-497-37%$22.6K$11.8K-$10.8K2026-11-05
Allworth Financial LP
UNCHANGED78978900%$13.3K$13.3K$02026-11-06
SJS Investment Consulting Inc.
INCREASED642616+26+4%$10.3K$8.9K-$1.4K2026-10-26
Trellis Wealth Advisors LLC
NEW400—+400——$5.5K—2026-10-19
Gamma Investing LLC
INCREASED323248+75+30%$4.2K$4.5K+$3142026-10-08
Versant Capital Management, Inc
NEW280—+280——$3.9K—2026-10-02
EverSource Wealth Advisors, LLC
INCREASED27173+198+271%$1.2K$3.8K+$2.5K2026-11-04
Parallel Advisors, LLC
DECREASED223268-45-17%$4.5K$3.1K-$1.4K2026-11-03
Farther Finance Advisors, LLC
DECREASED171528-357-68%$8.8K$2.4K-$6.4K2026-10-08
Birch Financial Group, LLC
NEW157—+157——$2.2K—2026-10-27
Hickory Point Bank & Trust
UNCHANGED15015000%$2.5K$2.1K-$4392026-10-01
Root Financial Partners, LLC
NEW146—+146——$2.0K—2026-10-21
True Wealth Design, LLC
INCREASED14266+76+115%$1.1K$2.0K+$8612026-10-13
Signaturefd, LLC
INCREASED12985+44+52%$1.4K$1.8K+$3612026-10-23
Mather Group, Llc.
NEW96—+96——$1.3K—2026-10-14
Ascentis Wealth Management, LLC
NEW67—+67——$929—2026-11-03
Clearstead Advisors, LLC
INCREASED4922+27+123%$370$680+$3102026-11-06
SBI Securities Co., Ltd.
INCREASED3938+1+3%$638$541-$972026-10-22
Bare Financial Services, Inc
UNCHANGED383800%$638$527-$1112026-11-04
Essential Partners LLC
INCREASED331+32+3200%$17$458+$4412026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED303000%$504$416-$882026-10-05
Arlington Trust Co LLC
UNCHANGED292900%$487$402-$852026-10-20
Godfrey Financial Associates, Inc.
UNCHANGED212100%$353$291-$622026-11-10
Financial Consulate, Inc
DECREASED2030-10-33%$504$278-$2262026-10-23
Provenance Wealth Advisors, LLC
NEW13—+13——$180—2026-10-30
Blue Trust, Inc.
NEW4—+4——$55—2026-10-15
Penn Capital Management Company, LLC
CLOSED0175,083-175,083-100%$2.9M$0-$2.9M2026-11-04
Counterpoint Mutual Funds LLC
CLOSED022,172-22,172-100%$372.5K$0-$372.5K2026-10-16
Intech Investment Management LLC
CLOSED017,155-17,155-100%$288.2K$0-$288.2K2026-11-09
MacKenzie Financial Corp
CLOSED016,853-16,853-100%$283.1K$0-$283.1K2026-11-02
Level Four Advisory Services, LLC
CLOSED014,157-14,157-100%$237.8K$0-$237.8K2026-11-06
Abel Hall, LLC
CLOSED010,315-10,315-100%$173.3K$0-$173.3K2026-10-19
State of Alaska, Department of Revenue
CLOSED07,282-7,282-100%$122.0K$0-$122.0K2026-10-15
KBC Group NV
CLOSED02,555-2,555-100%$43.0K$0-$43.0K2026-10-22
Parkside Financial Bank & Trust
CLOSED045-45-100%$756$0-$7562026-10-27
Buck Wealth Strategies, LLC
CLOSED016-16-100%$269$0-$2692026-10-28
Stone House Investment Management, LLC
CLOSED08-8-100%$134$0-$1342026-10-23
Bain Capital Investors LLC
N/A—49,946,972-49,946,972-100%$839.1M———
Jupiter Topco LLC
N/A—13,882,155-13,882,155-100%$233.2M———
Pentwater Capital Management LP
N/A—11,630,000-11,630,000-100%$195.4M———
UBS Group AG
N/A—8,573,413-8,573,413-100%$144.0M———
BlackRock, Inc.
N/A—6,241,503-6,241,503-100%$104.9M———
King Street Capital Management, L.P.
N/A—6,058,141-6,058,141-100%$101.8M———
T. Rowe Price Investment Management, Inc.
N/A—5,916,197-5,916,197-100%$99.4M———
Clearbridge Investments, LLC
N/A—3,823,179-3,823,179-100%$64.2M———
Vanguard Portfolio Management LLC
N/A—3,737,712-3,737,712-100%$62.8M———
Vanguard Capital Management LLC
N/A—3,509,535-3,509,535-100%$59.0M———
Davidson Kempner Capital Management LP
N/A—3,336,464-3,336,464-100%$56.1M———
HSBC Holdings PLC
N/A—2,958,912-2,958,912-100%$48.9M———
State Street Corp
N/A—2,140,905-2,140,905-100%$36.0M———
Nomura Holdings Inc
N/A—1,525,108-1,525,108-100%$25.6M———
UBS Asset Management Americas LLC
N/A—1,471,492-1,471,492-100%$24.7M———
LMR Partners LLP
N/A—1,360,587-1,360,587-100%$22.9M———
Morgan Stanley
N/A—1,232,751-1,232,751-100%$20.7M———
Bank of America Corp
N/A—1,212,766-1,212,766-100%$20.4M———
Victory Capital Management Inc
N/A—1,083,812-1,083,812-100%$18.2M———
Charles Schwab Investment Management Inc
N/A—1,081,600-1,081,600-100%$18.2M———
Goldman Sachs Group Inc
N/A—1,079,626-1,079,626-100%$18.1M———
Hein Park Capital Management LP
N/A—1,068,621-1,068,621-100%$18.0M———
Varde Management, L.P.
N/A—1,003,447-1,003,447-100%$16.9M———
Whitefort Capital Management, LP
N/A—901,332-901,332-100%$15.1M———
Raymond James Financial Inc
N/A—867,776-867,776-100%$14.6M———
Oaktree Capital Management LP
N/A—862,588-862,588-100%$14.5M———
Sea Cliff Partners Management, LP
N/A—845,864-845,864-100%$14.2M———
Northern Trust Corp
N/A—741,577-741,577-100%$12.5M———
Man Group plc
N/A—697,552-697,552-100%$11.7M———
Manufacturers Life Insurance Company, the
N/A—653,470-653,470-100%$11.0M———
Kennedy Capital Management LLC
N/A—547,967-547,967-100%$9.2M———
Vanguard Fiduciary Trust Co
N/A—508,254-508,254-100%$8.5M———
Dimension Capital Management LLC
N/A—450,606-450,606-100%$7.6M———
Hudson Bay Capital Management LP
N/A—426,592-426,592-100%$7.2M———
Quinn Opportunity Partners LLC
N/A—323,860-323,860-100%$5.4M———
Pier Capital, LLC
N/A—322,265-322,265-100%$5.4M———
JPMorgan Chase & Co
N/A—320,288-320,288-100%$5.4M———
Citadel Advisors LLC
N/A—291,280-291,280-100%$4.9M———
Prelude Capital Management, LLC
N/A—218,805-218,805-100%$3.7M———
Invesco Ltd.
N/A—203,358-203,358-100%$3.4M———
CastleKnight Management LP
N/A—200,700-200,700-100%$3.4M———
Sirios Capital Management L P
N/A—172,976-172,976-100%$2.9M———
TD Asset Management Inc
N/A—158,094-158,094-100%$2.7M———
Swiss National Bank
N/A—155,800-155,800-100%$2.6M———
Tudor Investment Corp ET AL
N/A—153,926-153,926-100%$2.6M———
First Trust Advisors LP
N/A—141,088-141,088-100%$2.4M———
Allianz Asset Management GmbH
N/A—140,000-140,000-100%$2.4M———
Holocene Advisors, LP
N/A—136,328-136,328-100%$2.3M———
Renaissance Technologies LLC
N/A—130,100-130,100-100%$2.2M———
Price T Rowe Associates Inc
N/A—126,064-126,064-100%$2.1M———
BNP Paribas Financial Markets
N/A—110,698-110,698-100%$1.9M———
Susquehanna International Group, LLP
N/A—109,264-109,264-100%$1.8M———
Rhumbline Advisers
N/A—104,565-104,565-100%$1.8M———
California State Teachers Retirement System
N/A—102,250-102,250-100%$1.7M———
Marshall Wace, LLP
N/A—95,362-95,362-100%$1.6M———
Gabelli Funds LLC
N/A—91,197-91,197-100%$1.5M———
Quantinno Capital Management LP
N/A—90,290-90,290-100%$1.5M———
Alliancebernstein L.P.
N/A—87,900-87,900-100%$1.0M———
Rock Springs Capital Management LP
N/A—84,000-84,000-100%$1.4M———
Wells Fargo & Company
N/A—78,790-78,790-100%$1.3M———
Vanguard Asset Management, Ltd
N/A—72,569-72,569-100%$1.2M———
Legal & General Group Plc
N/A—71,702-71,702-100%$1.2M———
Mirabella Financial Services LLP
N/A—65,430-65,430-100%$1.1M———
Balyasny Asset Management L.P.
N/A—64,377-64,377-100%$1.1M———
Zacks Investment Management
N/A—64,181-64,181-100%$1.1M———
Dark Forest Capital Management LP
N/A—55,247-55,247-100%$928.2K———
Cerity Partners LLC
N/A—50,485-50,485-100%$848.1K———
Moore Capital Management, LP
N/A—50,000-50,000-100%$840.0K———
XTX Topco Ltd
N/A—49,949-49,949-100%$839.1K———
MetLife Investment Management, LLC
N/A—46,704-46,704-100%$784.6K———
Marble Bar Asset Management LLP
N/A—46,589-46,589-100%$782.7K———
AQR Capital Management LLC
N/A—46,155-46,155-100%$775.4K———
Envestnet Asset Management Inc
N/A—39,477-39,477-100%$663.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—36,808-36,808-100%$618.4K———
SEI Investments Co
N/A—32,864-32,864-100%$552.1K———
Vanguard Global Advisers, LLC
N/A—29,570-29,570-100%$496.8K———
New York State Common Retirement Fund
N/A—29,538-29,538-100%$496.2K———
Sanctuary Advisors, LLC
N/A—27,960-27,960-100%$469.7K———
One68 Global Capital, LLC
N/A—27,000-27,000-100%$453.6K———
Natixis Advisors, LLC
N/A—26,421-26,421-100%$443.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—26,148-26,148-100%$439.3K———
Jones Financial Companies Lllp
N/A—24,650-24,650-100%$390.0K———
State Board of Administration of Florida Retirement System
N/A—19,273-19,273-100%$323.8K———
Vanguard Investments Australia, Ltd.
N/A—17,368-17,368-100%$291.8K———
KLP Kapitalforvaltning AS
N/A—16,500-16,500-100%$277.2K———
Voya Investment Management LLC
N/A—15,390-15,390-100%$258.6K———
Blackstone Inc.
N/A—15,343-15,343-100%$257.8K———
Boothbay Fund Management, LLC
N/A—14,000-14,000-100%$235.2K———
SG Americas Securities, LLC
N/A—13,585-13,585-100%$228.0K———
Prudential Financial Inc
N/A—13,275-13,275-100%$223.0K———
Shay Capital LLC
N/A—13,000-13,000-100%$218.4K———
Empowered Funds, LLC
N/A—12,858-12,858-100%$216.0K———
Aristeia Capital, L.L.C.
N/A—11,863-11,863-100%$199.3K———
State of Wisconsin Investment Board
N/A—10,441-10,441-100%$175.4K———
Canada Life Assurance Co
N/A—10,023-10,023-100%$168.0K———
Royal Bank of Canada
N/A—8,795-8,795-100%$147.0K———
Ameritas Investment Partners, Inc.
N/A—7,255-7,255-100%$121.9K———
Public Employees Retirement Association of Colorado
N/A—7,083-7,083-100%$119.0K———
Centiva Capital, LP
N/A—5,000-5,000-100%$84.0K———
Rockefeller Capital Management L.P.
N/A—3,843-3,843-100%$64.6K———
Walleye Capital LLC
N/A—3,529-3,529-100%$59.3K———
Tower Research Capital LLC (TRC)
N/A—3,268-3,268-100%$54.9K———
Public Employees Retirement System of Ohio
N/A—2,260-2,260-100%$38.0K———
BNP Paribas Asset Management Holding S.A.
N/A—735-735-100%$12.3K———
Osaic Holdings, Inc.
N/A—677-677-100%$11.4K———
LOS Angeles Capital Management LLC
N/A—422-422-100%$7.1K———
Optiver Holding B.V.
N/A—329-329-100%$5.5K———
Arax Advisory Partners
N/A—317-317-100%$5.3K———
Continuum Advisory, LLC
N/A—289-289-100%$4.9K———
NewEdge Advisors, LLC
N/A—250-250-100%$4.2K———
Kilter Group LLC
N/A—178-178-100%$3.0K———
Northwestern Mutual Wealth Management Co
N/A—175-175-100%$2.9K———
BFC Planning, Inc.
N/A—128-128-100%$2.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—128-128-100%$2.2K———
Bogart Wealth, LLC
N/A—108-108-100%$1.8K———
Transamerica Financial Advisors, LLC
N/A—86-86-100%$1.4K———
Smartleaf Asset Management LLC
N/A—80-80-100%$1.3K———
Rothschild Investment LLC
N/A—15-15-100%$252———
Fiduciary Financial Advisors
N/A—6-6-100%$101———
Steward Partners Investment Advisory, LLC
N/A—4-4-100%$67———
Showing 201 of 201 institutions