Taskus Inc (TASK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dalton Investments, Inc.

INCREASED

Shares4,302,805 from 2,127,195

Change+2,175,610 (+102%)

Value$33.7M (+$23.7M)

Filed 2026-11-04

Brooklands Fund Management Ltd

NEW

Shares3,512,150

Change+3,512,150

Value$27.5M

Filed 2026-10-28

Dimensional Fund Advisors LP

DECREASED

Shares643,981 from 690,840

Change-46,859 (-7%)

Value$5.0M (+$1.8M)

Filed 2026-11-04

Inspire Investing, LLC

DECREASED

Shares80,316 from 147,502

Change-67,186 (-46%)

Value$628.9K (-$61.4K)

Filed 2026-10-22

Bank of New York Mellon Corp

DECREASED

Shares54,946 from 55,626

Change-680 (-1%)

Value$430.2K (+$169.9K)

Filed 2026-11-05

Symmetry Partners, LLC

INCREASED

Shares24,225 from 20,905

Change+3,320 (+16%)

Value$189.7K (+$91.8K)

Filed 2026-10-27

HUB Investment Partners, LLC

INCREASED

Shares21,014 from 10,885

Change+10,129 (+93%)

Value$164.5K (+$113.6K)

Filed 2026-11-03

Alamar Capital Management, LLC

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$133.1K (+$53.6K)

Filed 2026-11-02

Simplex Trading, LLC

INCREASED

Shares12,020 from 940

Change+11,080 (+1179%)

Value$94.1K (+$89.7K)

Filed 2026-11-04

Anchyra Partners LLC

NEW

Shares11,075

Change+11,075

Value$86.7K

Filed 2026-10-13

Burns Matteson Capital Management, LLC

NEW

Shares10,998

Change+10,998

Value$86.1K

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares5,125 from 6,430

Change-1,305 (-20%)

Value$40 (-$30.0K)

Filed 2026-10-22

Parallel Advisors, LLC

INCREASED

Shares4,719 from 3,181

Change+1,538 (+48%)

Value$37.0K (+$22.1K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares4,612 from 4,045

Change+567 (+14%)

Value$36.1K (+$17.2K)

Filed 2026-10-08

FNY Investment Advisers, LLC

UNCHANGED

Shares3,500 from 3,500

Change0 (0%)

Value$27 (+$11)

Filed 2026-10-16

Wolverine Asset Management LLC

DECREASED

Shares3,352 from 8,646

Change-5,294 (-61%)

Value$26.2K (-$14.2K)

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares3,089 from 3,294

Change-205 (-6%)

Value$24.2K (+$8.8K)

Filed 2026-11-04

EverSource Wealth Advisors, LLC

INCREASED

Shares2,554 from 2,533

Change+21 (+1%)

Value$20.0K (+$8.1K)

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares189 from 71

Change+118 (+166%)

Value$1.5K (+$1.1K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

INCREASED

Shares159 from 137

Change+22 (+16%)

Value$1.2K (+$604)

Filed 2026-10-29

Clark Wealth Partners

NEW

Shares157

Change+157

Value$1.2K

Filed 2026-10-19

James T. Borello RIA

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$548 (+$220)

Filed 2026-10-16

Signaturefd, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$235 (+$95)

Filed 2026-10-23

Blue Trust, Inc.

NEW

Shares6

Change+6

Value$47

Filed 2026-10-15

Counterpoint Mutual Funds LLC

CLOSED

Shares0 from 54,628

Change-54,628 (-100%)

Value$0 (-$255.7K)

Filed 2026-10-16

PharVision Advisers, LLC

CLOSED

Shares0 from 11,056

Change-11,056 (-100%)

Value$0 (-$51.7K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 10,960

Change-10,960 (-100%)

Value$0 (-$59.3K)

Filed 2026-10-13

Essential Partners LLC

CLOSED

Shares0 from 833

Change-833 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-14

IFP Advisors, Inc

CLOSED

Shares0 from 247

Change-247 (-100%)

Value$0 (-$1.2K)

Filed 2026-10-16

Avion Wealth

CLOSED

Shares0 from 102

Change-102 (-100%)

Value$0 ($0)

Filed 2026-11-04

Gamma Investing LLC

CLOSED

Shares0 from 78

Change-78 (-100%)

Value$0 (-$365)

Filed 2026-10-08

Blackstone Inc.

N/A

Shares— from 10,094,674

Change-10,094,674 (-100%)

Value—

Think Investments LP

N/A

Shares— from 3,512,150

Change-3,512,150 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 2,301,712

Change-2,301,712 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 1,125,000

Change-1,125,000 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 917,725

Change-917,725 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 753,306

Change-753,306 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 514,770

Change-514,770 (-100%)

Value—

Aberdeen Group plc

N/A

Shares— from 439,541

Change-439,541 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 359,467

Change-359,467 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 332,411

Change-332,411 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 329,563

Change-329,563 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 325,847

Change-325,847 (-100%)

Value—

Clark Estates Inc

N/A

Shares— from 310,500

Change-310,500 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 284,160

Change-284,160 (-100%)

Value—

Wittenberg Investment Management, Inc.

N/A

Shares— from 240,600

Change-240,600 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 206,322

Change-206,322 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 191,636

Change-191,636 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 136,582

Change-136,582 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 135,585

Change-135,585 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 132,000

Change-132,000 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 120,725

Change-120,725 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 118,931

Change-118,931 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 112,655

Change-112,655 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 110,490

Change-110,490 (-100%)

Value—

State Street Corp

N/A

Shares— from 104,834

Change-104,834 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 103,476

Change-103,476 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 94,217

Change-94,217 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 91,224

Change-91,224 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 88,451

Change-88,451 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 86,165

Change-86,165 (-100%)

Value—

Varcov Co.

N/A

Shares— from 85,797

Change-85,797 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 81,501

Change-81,501 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 81,388

Change-81,388 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 62,569

Change-62,569 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 59,700

Change-59,700 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 55,984

Change-55,984 (-100%)

Value—

FourWorld Capital Management LLC

N/A

Shares— from 46,374

Change-46,374 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 45,484

Change-45,484 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 41,653

Change-41,653 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 39,758

Change-39,758 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 38,158

Change-38,158 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 37,299

Change-37,299 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 35,753

Change-35,753 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 35,053

Change-35,053 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 31,793

Change-31,793 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 31,527

Change-31,527 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 29,447

Change-29,447 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 26,032

Change-26,032 (-100%)

Value—

UBS Group AG

N/A

Shares— from 24,059

Change-24,059 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 23,538

Change-23,538 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 22,009

Change-22,009 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 21,653

Change-21,653 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 21,583

Change-21,583 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 21,510

Change-21,510 (-100%)

Value—

One68 Global Capital, LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,451

Change-18,451 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 14,940

Change-14,940 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 14,103

Change-14,103 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 13,842

Change-13,842 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 12,958

Change-12,958 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Skandinaviska Enskilda Banken AB (publ)

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 8,656

Change-8,656 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,477

Change-6,477 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 6,121

Change-6,121 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,288

Change-2,288 (-100%)

Value—

Banque Transatlantique SA

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,547

Change-1,547 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,522

Change-1,522 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,271

Change-1,271 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 613

Change-613 (-100%)

Value—

Quarry LP

N/A

Shares— from 318

Change-318 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 124

Change-124 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 37

Change-37 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 7

Change-7 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Dalton Investments, Inc.	INCREASED	4,302,805	2,127,195	+2,175,610	+102%	$10.0M	$33.7M	+$23.7M	2026-11-04
Brooklands Fund Management Ltd	NEW	3,512,150	—	+3,512,150	—	—	$27.5M	—	2026-10-28
Dimensional Fund Advisors LP	DECREASED	643,981	690,840	-46,859	-7%	$3.2M	$5.0M	+$1.8M	2026-11-04
Inspire Investing, LLC	DECREASED	80,316	147,502	-67,186	-46%	$690.3K	$628.9K	-$61.4K	2026-10-22
Bank of New York Mellon Corp	DECREASED	54,946	55,626	-680	-1%	$260.3K	$430.2K	+$169.9K	2026-11-05
Symmetry Partners, LLC	INCREASED	24,225	20,905	+3,320	+16%	$97.8K	$189.7K	+$91.8K	2026-10-27
HUB Investment Partners, LLC	INCREASED	21,014	10,885	+10,129	+93%	$50.9K	$164.5K	+$113.6K	2026-11-03
Alamar Capital Management, LLC	UNCHANGED	17,000	17,000	0	0%	$79.6K	$133.1K	+$53.6K	2026-11-02
Simplex Trading, LLC	INCREASED	12,020	940	+11,080	+1179%	$4.4K	$94.1K	+$89.7K	2026-11-04
Anchyra Partners LLC	NEW	11,075	—	+11,075	—	—	$86.7K	—	2026-10-13
Burns Matteson Capital Management, LLC	NEW	10,998	—	+10,998	—	—	$86.1K	—	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	5,125	6,430	-1,305	-20%	$30.0K	$40	-$30.0K	2026-10-22
Parallel Advisors, LLC	INCREASED	4,719	3,181	+1,538	+48%	$14.9K	$37.0K	+$22.1K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	4,612	4,045	+567	+14%	$19.0K	$36.1K	+$17.2K	2026-10-08
FNY Investment Advisers, LLC	UNCHANGED	3,500	3,500	0	0%	$16	$27	+$11	2026-10-16
Wolverine Asset Management LLC	DECREASED	3,352	8,646	-5,294	-61%	$40.5K	$26.2K	-$14.2K	2026-11-02
Citigroup Inc	DECREASED	3,089	3,294	-205	-6%	$15.4K	$24.2K	+$8.8K	2026-11-04
EverSource Wealth Advisors, LLC	INCREASED	2,554	2,533	+21	+1%	$11.9K	$20.0K	+$8.1K	2026-11-04
SBI Securities Co., Ltd.	INCREASED	189	71	+118	+166%	$332	$1.5K	+$1.1K	2026-10-22
Caitong International Asset Management Co., Ltd	INCREASED	159	137	+22	+16%	$641	$1.2K	+$604	2026-10-29
Clark Wealth Partners	NEW	157	—	+157	—	—	$1.2K	—	2026-10-19
James T. Borello RIA	UNCHANGED	70	70	0	0%	$328	$548	+$220	2026-10-16
Signaturefd, LLC	UNCHANGED	30	30	0	0%	$140	$235	+$95	2026-10-23
Blue Trust, Inc.	NEW	6	—	+6	—	—	$47	—	2026-10-15
Counterpoint Mutual Funds LLC	CLOSED	0	54,628	-54,628	-100%	$255.7K	$0	-$255.7K	2026-10-16
PharVision Advisers, LLC	CLOSED	0	11,056	-11,056	-100%	$51.7K	$0	-$51.7K	2026-10-29
Wealth Enhancement Advisory Services, LLC	CLOSED	0	10,960	-10,960	-100%	$59.3K	$0	-$59.3K	2026-10-13
Essential Partners LLC	CLOSED	0	833	-833	-100%	$3.9K	$0	-$3.9K	2026-10-14
IFP Advisors, Inc	CLOSED	0	247	-247	-100%	$1.2K	$0	-$1.2K	2026-10-16
Avion Wealth	CLOSED	0	102	-102	-100%	$0	$0	$0	2026-11-04
Gamma Investing LLC	CLOSED	0	78	-78	-100%	$365	$0	-$365	2026-10-08
Blackstone Inc.	N/A	—	10,094,674	-10,094,674	-100%	$47.2M	—	—	—
Think Investments LP	N/A	—	3,512,150	-3,512,150	-100%	$16.4M	—	—	—
Saba Capital Management, L.P.A	N/A	—	2,301,712	-2,301,712	-100%	$10.8M	—	—	—
Storebrand Asset Management AS	N/A	—	1,125,000	-1,125,000	-100%	$5.3M	—	—	—
Hudson Bay Capital Management LP	N/A	—	917,725	-917,725	-100%	$4.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	753,306	-753,306	-100%	$3.5M	—	—	—
Millennium Management LLC	N/A	—	514,770	-514,770	-100%	$2.4M	—	—	—
Aberdeen Group plc	N/A	—	439,541	-439,541	-100%	$2.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	359,467	-359,467	-100%	$1.7M	—	—	—
BlackRock, Inc.	N/A	—	332,411	-332,411	-100%	$1.6M	—	—	—
Morgan Stanley	N/A	—	329,563	-329,563	-100%	$1.5M	—	—	—
Nuveen, LLC	N/A	—	325,847	-325,847	-100%	$1.5M	—	—	—
Clark Estates Inc	N/A	—	310,500	-310,500	-100%	$1.5M	—	—	—
AQR Capital Management LLC	N/A	—	284,160	-284,160	-100%	$1.3M	—	—	—
Wittenberg Investment Management, Inc.	N/A	—	240,600	-240,600	-100%	$1.1M	—	—	—
Geode Capital Management, LLC	N/A	—	206,322	-206,322	-100%	$966.1K	—	—	—
Jump Financial, LLC	N/A	—	191,636	-191,636	-100%	$896.9K	—	—	—
Trexquant Investment LP	N/A	—	136,582	-136,582	-100%	$639.2K	—	—	—
Two Sigma Investments, LP	N/A	—	135,585	-135,585	-100%	$634.5K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	132,000	-132,000	-100%	$617.8K	—	—	—
First Trust Advisors LP	N/A	—	120,725	-120,725	-100%	$565.0K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	118,931	-118,931	-100%	$556.6K	—	—	—
Victory Capital Management Inc	N/A	—	112,655	-112,655	-100%	$527.2K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	110,490	-110,490	-100%	$517.1K	—	—	—
State Street Corp	N/A	—	104,834	-104,834	-100%	$490.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	103,476	-103,476	-100%	$484.3K	—	—	—
Citadel Advisors LLC	N/A	—	94,217	-94,217	-100%	$440.9K	—	—	—
Atom Investors LP	N/A	—	91,224	-91,224	-100%	$426.9K	—	—	—
Point72 Asset Management, L.P.	N/A	—	88,451	-88,451	-100%	$414.0K	—	—	—
Marshall Wace, LLP	N/A	—	86,165	-86,165	-100%	$403.3K	—	—	—
Varcov Co.	N/A	—	85,797	-85,797	-100%	$401.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	81,501	-81,501	-100%	$381.4K	—	—	—
Graham Capital Management, L.P.	N/A	—	81,388	-81,388	-100%	$380.9K	—	—	—
Invesco Ltd.	N/A	—	62,569	-62,569	-100%	$292.8K	—	—	—
Renaissance Technologies LLC	N/A	—	59,700	-59,700	-100%	$279.4K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	55,984	-55,984	-100%	$262.0K	—	—	—
FourWorld Capital Management LLC	N/A	—	46,374	-46,374	-100%	$217.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	45,484	-45,484	-100%	$212.9K	—	—	—
Northern Trust Corp	N/A	—	41,653	-41,653	-100%	$194.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	39,758	-39,758	-100%	$186.1K	—	—	—
IEQ Capital, LLC	N/A	—	38,158	-38,158	-100%	$178.6K	—	—	—
Cerity Partners LLC	N/A	—	37,299	-37,299	-100%	$174.6K	—	—	—
Goldman Sachs Group Inc	N/A	—	35,753	-35,753	-100%	$167.3K	—	—	—
American Century Companies Inc	N/A	—	35,053	-35,053	-100%	$164.0K	—	—	—
Quantbot Technologies LP	N/A	—	31,793	-31,793	-100%	$148.8K	—	—	—
Squarepoint Ops LLC	N/A	—	31,527	-31,527	-100%	$147.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	29,447	-29,447	-100%	$138.0K	—	—	—
Two Sigma Securities, LLC	N/A	—	26,032	-26,032	-100%	$121.8K	—	—	—
UBS Group AG	N/A	—	24,059	-24,059	-100%	$112.6K	—	—	—
Virtu Financial LLC	N/A	—	23,538	-23,538	-100%	$110.0K	—	—	—
Mariner, LLC	N/A	—	22,009	-22,009	-100%	$103.0K	—	—	—
Peak6 LLC	N/A	—	21,653	-21,653	-100%	$101.3K	—	—	—
Boothbay Fund Management, LLC	N/A	—	21,583	-21,583	-100%	$101.0K	—	—	—
Empirical Asset Management, LLC	N/A	—	21,510	-21,510	-100%	$100.7K	—	—	—
One68 Global Capital, LLC	N/A	—	20,000	-20,000	-100%	$93.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,451	-18,451	-100%	$86.4K	—	—	—
Jain Global LLC	N/A	—	14,940	-14,940	-100%	$69.9K	—	—	—
R Squared Ltd	N/A	—	14,103	-14,103	-100%	$66.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	13,842	-13,842	-100%	$64.8K	—	—	—
nVerses Capital, LLC	N/A	—	12,958	-12,958	-100%	$60.6K	—	—	—
Rangeley Capital, LLC	N/A	—	10,000	-10,000	-100%	$46.8K	—	—	—
Skandinaviska Enskilda Banken AB (publ)	N/A	—	10,000	-10,000	-100%	$46.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	8,656	-8,656	-100%	$40.5K	—	—	—
FMR LLC	N/A	—	6,477	-6,477	-100%	$30.3K	—	—	—
WealthCollab, LLC	N/A	—	6,121	-6,121	-100%	$28.6K	—	—	—
Wells Fargo & Company	N/A	—	2,288	-2,288	-100%	$10.7K	—	—	—
Banque Transatlantique SA	N/A	—	2,038	-2,038	-100%	$9.5K	—	—	—
Royal Bank of Canada	N/A	—	1,547	-1,547	-100%	$8.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,522	-1,522	-100%	$7.1K	—	—	—
Arax Advisory Partners	N/A	—	1,271	-1,271	-100%	$5.9K	—	—	—
Allworth Financial LP	N/A	—	613	-613	-100%	$2.9K	—	—	—
Quarry LP	N/A	—	318	-318	-100%	$1.5K	—	—	—
Rothschild Investment LLC	N/A	—	184	-184	-100%	$861	—	—	—
Jones Financial Companies Lllp	N/A	—	124	-124	-100%	$587	—	—	—
JPMorgan Chase & Co	N/A	—	37	-37	-100%	$177	—	—	—
Kilter Group LLC	N/A	—	31	-31	-100%	$146	—	—	—
Clearstead Advisors, LLC	N/A	—	8	-8	-100%	$39	—	—	—
BNP Paribas Financial Markets	N/A	—	7	-7	-100%	$33	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2	-2	-100%	$9	—	—	—

Showing 110 of 110 institutions