Telos Corporation (TLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Pinnacle Associates LTD

INCREASED

Shares2,341,741 from 2,228,740

Change+113,001 (+5%)

Value$9.5M (-$721.3K)

Filed 2026-10-20

Weber Capital Management LLC

DECREASED

Shares1,754,120 from 1,766,520

Change-12,400 (-1%)

Value$7.1M (-$986.7K)

Filed 2026-10-19

Dimensional Fund Advisors LP

INCREASED

Shares1,382,301 from 1,367,848

Change+14,453 (+1%)

Value$5.6M (-$665.7K)

Filed 2026-11-04

Inspire Investing, LLC

DECREASED

Shares595,107 from 641,866

Change-46,759 (-7%)

Value$2.4M (-$530.5K)

Filed 2026-10-22

MacKenzie Financial Corp

DECREASED

Shares497,208 from 499,011

Change-1,803 (0%)

Value$2.0M (-$271.8K)

Filed 2026-11-02

Citigroup Inc

INCREASED

Shares194,445 from 152,160

Change+42,285 (+28%)

Value$791.4K (+$91.5K)

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares157,650 from 157,650

Change0 (0%)

Value$641.6K (-$83.6K)

Filed 2026-10-27

Bank of New York Mellon Corp

DECREASED

Shares115,106 from 115,833

Change-727 (-1%)

Value$468.5K (-$64.3K)

Filed 2026-11-05

State of Wyoming

DECREASED

Shares91,588 from 102,916

Change-11,328 (-11%)

Value$372.8K (-$100.7K)

Filed 2026-10-28

Creative Planning

DECREASED

Shares79,828 from 87,679

Change-7,851 (-9%)

Value$324.9K (-$78.4K)

Filed 2026-11-02

New York State Teachers Retirement System

INCREASED

Shares70,499 from 4,648

Change+65,851 (+1417%)

Value$287 (+$266)

Filed 2026-10-22

Y.D. More Investments Ltd

INCREASED

Shares43,917 from 30,611

Change+13,306 (+43%)

Value$178.7K (+$37.9K)

Filed 2026-11-02

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares38,925 from 27,507

Change+11,418 (+42%)

Value$158.4K (+$31.9K)

Filed 2026-11-03

Strs Ohio

INCREASED

Shares32,400 from 23,100

Change+9,300 (+40%)

Value$131.9K (+$25.6K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares28,791 from 35,594

Change-6,803 (-19%)

Value$125.8K (-$47.9K)

Filed 2026-10-13

LeConte Wealth Management, LLC

INCREASED

Shares28,525 from 28,512

Change+13 (+0%)

Value$116.1K (-$15.1K)

Filed 2026-10-20

Oppenheimer & Co Inc

DECREASED

Shares22,733 from 23,845

Change-1,112 (-5%)

Value$92.5K (-$17.2K)

Filed 2026-10-26

Toth Financial Advisory Corp

UNCHANGED

Shares21,291 from 21,291

Change0 (0%)

Value$86.7K (-$11.3K)

Filed 2026-10-08

Krilogy Financial LLC

INCREASED

Shares21,202 from 19,288

Change+1,914 (+10%)

Value$92.9K (+$4.1K)

Filed 2026-10-13

Wealth Quarterback LLC

UNCHANGED

Shares21,000 from 21,000

Change0 (0%)

Value$85.5K (-$11.1K)

Filed 2026-10-20

Davenport & Co LLC

NEW

Shares13,100

Change+13,100

Value$53.3K

Filed 2026-10-14

Covestor Ltd

INCREASED

Shares11,101 from 10,007

Change+1,094 (+11%)

Value$45 (-$46.0K)

Filed 2026-10-30

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares10,926 from 10,979

Change-53 (0%)

Value$44.5K (-$6.0K)

Filed 2026-10-23

Lanark Financial, Inc.

UNCHANGED

Shares10,309 from 10,309

Change0 (0%)

Value$42.0K (-$5.5K)

Filed 2026-10-26

Ashton Thomas Private Wealth, LLC

NEW

Shares10,288

Change+10,288

Value$41.9K

Filed 2026-11-03

Lloyd Advisory Services, Llc.

UNCHANGED

Shares4,428 from 4,428

Change0 (0%)

Value$18.0K (-$2.3K)

Filed 2026-11-02

Nisa Investment Advisors, LLC

UNCHANGED

Shares4,336 from 4,336

Change0 (0%)

Value$17.6K (-$2.3K)

Filed 2026-10-20

Sterling Capital Management LLC

INCREASED

Shares1,836 from 197

Change+1,639 (+832%)

Value$7.5K (+$6.6K)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares1,684 from 1,317

Change+367 (+28%)

Value$6.9K (+$796)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

DECREASED

Shares1,405 from 1,733

Change-328 (-19%)

Value$5.7K (-$2.3K)

Filed 2026-11-04

Simplex Trading, LLC

NEW

Shares1,339

Change+1,339

Value$5.4K

Filed 2026-11-04

Summit Securities Group LLC

NEW

Shares1,046

Change+1,046

Value$4.3K

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares823 from 140

Change+683 (+488%)

Value$3.4K (+$2.7K)

Filed 2026-10-26

Essential Partners LLC

DECREASED

Shares747 from 1,114

Change-367 (-33%)

Value$3.0K (-$2.1K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares557 from 453

Change+104 (+23%)

Value$2.3K (+$187)

Filed 2026-10-08

Gamma Investing LLC

INCREASED

Shares374 from 55

Change+319 (+580%)

Value$1.5K (+$1.3K)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares308

Change+308

Value$1.3K

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares243

Change+243

Value$989

Filed 2026-10-21

True Wealth Design, LLC

DECREASED

Shares223 from 337

Change-114 (-34%)

Value$908 (-$643)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

INCREASED

Shares167 from 67

Change+100 (+149%)

Value$680 (+$372)

Filed 2026-10-29

Towne Trust Company, N.a

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$407 (-$53)

Filed 2026-10-28

SBI Securities Co., Ltd.

DECREASED

Shares68 from 115

Change-47 (-41%)

Value$277 (-$252)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 74,218

Change-74,218 (-100%)

Value$0 (-$341.4K)

Filed 2026-10-16

Brighton Jones LLC

CLOSED

Shares0 from 11,619

Change-11,619 (-100%)

Value$0 (-$53.4K)

Filed 2026-11-03

First Command Advisory Services, Inc.

CLOSED

Shares0 from 7,500

Change-7,500 (-100%)

Value$0 (-$34.5K)

Filed 2026-11-05

Founders Capital Management

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$27.6K)

Filed 2026-10-13

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 137

Change-137 (-100%)

Value$0 (-$630)

Filed 2026-10-07

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$529)

Filed 2026-10-20

Barclays PLC

N/A

Shares— from 9,459,214

Change-9,459,214 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,347,411

Change-4,347,411 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,368,594

Change-2,368,594 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,186,604

Change-2,186,604 (-100%)

Value—

Masters Capital Management LLC

N/A

Shares— from 2,100,000

Change-2,100,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,938,961

Change-1,938,961 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,528,230

Change-1,528,230 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 1,432,550

Change-1,432,550 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,420,243

Change-1,420,243 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,083,810

Change-1,083,810 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 926,147

Change-926,147 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 906,929

Change-906,929 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 873,154

Change-873,154 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 617,952

Change-617,952 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 574,887

Change-574,887 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 542,014

Change-542,014 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 508,114

Change-508,114 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 496,220

Change-496,220 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 465,000

Change-465,000 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 452,204

Change-452,204 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 441,737

Change-441,737 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 433,567

Change-433,567 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 391,828

Change-391,828 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 386,525

Change-386,525 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 325,336

Change-325,336 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 321,852

Change-321,852 (-100%)

Value—

Defiance ETFs, LLC

N/A

Shares— from 320,969

Change-320,969 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 315,001

Change-315,001 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 299,240

Change-299,240 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 290,386

Change-290,386 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 289,121

Change-289,121 (-100%)

Value—

White Pine Capital LLC

N/A

Shares— from 246,125

Change-246,125 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 225,338

Change-225,338 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 223,488

Change-223,488 (-100%)

Value—

Man Group plc

N/A

Shares— from 209,901

Change-209,901 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 193,207

Change-193,207 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 189,920

Change-189,920 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 168,923

Change-168,923 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 155,870

Change-155,870 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 146,493

Change-146,493 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 137,467

Change-137,467 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 134,131

Change-134,131 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 121,600

Change-121,600 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 120,672

Change-120,672 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 115,670

Change-115,670 (-100%)

Value—

FMR LLC

N/A

Shares— from 115,275

Change-115,275 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 110,000

Change-110,000 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 102,049

Change-102,049 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 98,908

Change-98,908 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 91,930

Change-91,930 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 91,626

Change-91,626 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 87,002

Change-87,002 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 86,617

Change-86,617 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 82,919

Change-82,919 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 79,464

Change-79,464 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 76,190

Change-76,190 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 75,775

Change-75,775 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 75,186

Change-75,186 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 70,222

Change-70,222 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 69,961

Change-69,961 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 64,821

Change-64,821 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 62,582

Change-62,582 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 61,108

Change-61,108 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 58,911

Change-58,911 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 56,900

Change-56,900 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 54,114

Change-54,114 (-100%)

Value—

UBS Group AG

N/A

Shares— from 53,908

Change-53,908 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 53,770

Change-53,770 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 51,993

Change-51,993 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 46,541

Change-46,541 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 46,176

Change-46,176 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 43,755

Change-43,755 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 38,584

Change-38,584 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 34,037

Change-34,037 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 33,851

Change-33,851 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 33,628

Change-33,628 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 30,116

Change-30,116 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Worth Venture Partners, LLC

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 27,749

Change-27,749 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 26,454

Change-26,454 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 25,025

Change-25,025 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 24,441

Change-24,441 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 23,880

Change-23,880 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 23,520

Change-23,520 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 23,389

Change-23,389 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 23,387

Change-23,387 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 22,813

Change-22,813 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 20,720

Change-20,720 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 17,767

Change-17,767 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 16,931

Change-16,931 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 15,420

Change-15,420 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 15,073

Change-15,073 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 14,757

Change-14,757 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 14,186

Change-14,186 (-100%)

Value—

R Squared Ltd

N/A

Shares— from 13,320

Change-13,320 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,982

Change-12,982 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 12,591

Change-12,591 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 11,758

Change-11,758 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 11,267

Change-11,267 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 11,229

Change-11,229 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 9,400

Change-9,400 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,570

Change-7,570 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 5,513

Change-5,513 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,450

Change-5,450 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 3,517

Change-3,517 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,408

Change-2,408 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 1,253

Change-1,253 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 716

Change-716 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 623

Change-623 (-100%)

Value—

Quarry LP

N/A

Shares— from 326

Change-326 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 279

Change-279 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 229

Change-229 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 207

Change-207 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

	Status
Pinnacle Associates LTD	INCREASED	2,341,741	2,228,740	+113,001	+5%	$10.3M	$9.5M	-$721.3K	2026-10-20
Weber Capital Management LLC	DECREASED	1,754,120	1,766,520	-12,400	-1%	$8.1M	$7.1M	-$986.7K	2026-10-19
Dimensional Fund Advisors LP	INCREASED	1,382,301	1,367,848	+14,453	+1%	$6.3M	$5.6M	-$665.7K	2026-11-04
Inspire Investing, LLC	DECREASED	595,107	641,866	-46,759	-7%	$3.0M	$2.4M	-$530.5K	2026-10-22
MacKenzie Financial Corp	DECREASED	497,208	499,011	-1,803	0%	$2.3M	$2.0M	-$271.8K	2026-11-02
Citigroup Inc	INCREASED	194,445	152,160	+42,285	+28%	$699.9K	$791.4K	+$91.5K	2026-11-04
Cassaday & Co Wealth Management LLC	UNCHANGED	157,650	157,650	0	0%	$725.2K	$641.6K	-$83.6K	2026-10-27
Bank of New York Mellon Corp	DECREASED	115,106	115,833	-727	-1%	$532.8K	$468.5K	-$64.3K	2026-11-05
State of Wyoming	DECREASED	91,588	102,916	-11,328	-11%	$473.4K	$372.8K	-$100.7K	2026-10-28
Creative Planning	DECREASED	79,828	87,679	-7,851	-9%	$403.3K	$324.9K	-$78.4K	2026-11-02
New York State Teachers Retirement System	INCREASED	70,499	4,648	+65,851	+1417%	$21	$287	+$266	2026-10-22
Y.D. More Investments Ltd	INCREASED	43,917	30,611	+13,306	+43%	$140.8K	$178.7K	+$37.9K	2026-11-02
Mirae Asset Global Investments Co., Ltd.	INCREASED	38,925	27,507	+11,418	+42%	$126.5K	$158.4K	+$31.9K	2026-11-03
Strs Ohio	INCREASED	32,400	23,100	+9,300	+40%	$106.3K	$131.9K	+$25.6K	2026-10-30
Wealth Enhancement Advisory Services, LLC	DECREASED	28,791	35,594	-6,803	-19%	$173.7K	$125.8K	-$47.9K	2026-10-13
LeConte Wealth Management, LLC	INCREASED	28,525	28,512	+13	+0%	$131.2K	$116.1K	-$15.1K	2026-10-20
Oppenheimer & Co Inc	DECREASED	22,733	23,845	-1,112	-5%	$109.7K	$92.5K	-$17.2K	2026-10-26
Toth Financial Advisory Corp	UNCHANGED	21,291	21,291	0	0%	$97.9K	$86.7K	-$11.3K	2026-10-08
Krilogy Financial LLC	INCREASED	21,202	19,288	+1,914	+10%	$88.7K	$92.9K	+$4.1K	2026-10-13
Wealth Quarterback LLC	UNCHANGED	21,000	21,000	0	0%	$96.6K	$85.5K	-$11.1K	2026-10-20
Davenport & Co LLC	NEW	13,100	—	+13,100	—	—	$53.3K	—	2026-10-14
Covestor Ltd	INCREASED	11,101	10,007	+1,094	+11%	$46.0K	$45	-$46.0K	2026-10-30
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	10,926	10,979	-53	0%	$50.5K	$44.5K	-$6.0K	2026-10-23
Lanark Financial, Inc.	UNCHANGED	10,309	10,309	0	0%	$47.4K	$42.0K	-$5.5K	2026-10-26
Ashton Thomas Private Wealth, LLC	NEW	10,288	—	+10,288	—	—	$41.9K	—	2026-11-03
Lloyd Advisory Services, Llc.	UNCHANGED	4,428	4,428	0	0%	$20.4K	$18.0K	-$2.3K	2026-11-02
Nisa Investment Advisors, LLC	UNCHANGED	4,336	4,336	0	0%	$19.9K	$17.6K	-$2.3K	2026-10-20
Sterling Capital Management LLC	INCREASED	1,836	197	+1,639	+832%	$906	$7.5K	+$6.6K	2026-10-22
IFP Advisors, Inc	INCREASED	1,684	1,317	+367	+28%	$6.1K	$6.9K	+$796	2026-10-16
EverSource Wealth Advisors, LLC	DECREASED	1,405	1,733	-328	-19%	$8.0K	$5.7K	-$2.3K	2026-11-04
Simplex Trading, LLC	NEW	1,339	—	+1,339	—	—	$5.4K	—	2026-11-04
Summit Securities Group LLC	NEW	1,046	—	+1,046	—	—	$4.3K	—	2026-11-05
SJS Investment Consulting Inc.	INCREASED	823	140	+683	+488%	$644	$3.4K	+$2.7K	2026-10-26
Essential Partners LLC	DECREASED	747	1,114	-367	-33%	$5.1K	$3.0K	-$2.1K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	557	453	+104	+23%	$2.1K	$2.3K	+$187	2026-10-08
Gamma Investing LLC	INCREASED	374	55	+319	+580%	$253	$1.5K	+$1.3K	2026-10-08
Provenance Wealth Advisors, LLC	NEW	308	—	+308	—	—	$1.3K	—	2026-10-30
Root Financial Partners, LLC	NEW	243	—	+243	—	—	$989	—	2026-10-21
True Wealth Design, LLC	DECREASED	223	337	-114	-34%	$1.6K	$908	-$643	2026-10-13
Caitong International Asset Management Co., Ltd	INCREASED	167	67	+100	+149%	$308	$680	+$372	2026-10-29
Towne Trust Company, N.a	UNCHANGED	100	100	0	0%	$460	$407	-$53	2026-10-28
SBI Securities Co., Ltd.	DECREASED	68	115	-47	-41%	$529	$277	-$252	2026-10-22
Y-Intercept (Hong Kong) Ltd	CLOSED	0	74,218	-74,218	-100%	$341.4K	$0	-$341.4K	2026-10-16
Brighton Jones LLC	CLOSED	0	11,619	-11,619	-100%	$53.4K	$0	-$53.4K	2026-11-03
First Command Advisory Services, Inc.	CLOSED	0	7,500	-7,500	-100%	$34.5K	$0	-$34.5K	2026-11-05
Founders Capital Management	CLOSED	0	6,000	-6,000	-100%	$27.6K	$0	-$27.6K	2026-10-13
Wealth Enhancement Trust Services, Inc.	CLOSED	0	137	-137	-100%	$630	$0	-$630	2026-10-07
Physician Wealth Advisors, Inc.	CLOSED	0	115	-115	-100%	$529	$0	-$529	2026-10-20
Barclays PLC	N/A	—	9,459,214	-9,459,214	-100%	$43.5M	—	—	—
BlackRock, Inc.	N/A	—	4,347,411	-4,347,411	-100%	$20.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,368,594	-2,368,594	-100%	$10.9M	—	—	—
AQR Capital Management LLC	N/A	—	2,186,604	-2,186,604	-100%	$10.1M	—	—	—
Masters Capital Management LLC	N/A	—	2,100,000	-2,100,000	-100%	$9.7M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,938,961	-1,938,961	-100%	$8.9M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,528,230	-1,528,230	-100%	$7.0M	—	—	—
Geode Capital Management, LLC	N/A	—	1,432,550	-1,432,550	-100%	$6.6M	—	—	—
Acadian Asset Management LLC	N/A	—	1,420,243	-1,420,243	-100%	$6.5M	—	—	—
State Street Corp	N/A	—	1,083,810	-1,083,810	-100%	$5.0M	—	—	—
Two Sigma Investments, LP	N/A	—	926,147	-926,147	-100%	$4.3M	—	—	—
Renaissance Technologies LLC	N/A	—	906,929	-906,929	-100%	$4.2M	—	—	—
GSA Capital Partners LLP	N/A	—	873,154	-873,154	-100%	$4.0M	—	—	—
Kennedy Capital Management LLC	N/A	—	617,952	-617,952	-100%	$2.8M	—	—	—
Goldman Sachs Group Inc	N/A	—	574,887	-574,887	-100%	$2.6M	—	—	—
Qube Research & Technologies Ltd	N/A	—	542,014	-542,014	-100%	$2.5M	—	—	—
Northern Trust Corp	N/A	—	508,114	-508,114	-100%	$2.3M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	496,220	-496,220	-100%	$2.3M	—	—	—
Tocqueville Asset Management L.P.	N/A	—	465,000	-465,000	-100%	$2.1M	—	—	—
Algert Global LLC	N/A	—	452,204	-452,204	-100%	$2.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	441,737	-441,737	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	433,567	-433,567	-100%	$2.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	391,828	-391,828	-100%	$1.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	386,525	-386,525	-100%	$1.8M	—	—	—
LOS Angeles Capital Management LLC	N/A	—	325,336	-325,336	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	321,852	-321,852	-100%	$1.5M	—	—	—
Defiance ETFs, LLC	N/A	—	320,969	-320,969	-100%	$1.6M	—	—	—
Penserra Capital Management LLC	N/A	—	315,001	-315,001	-100%	$1.4M	—	—	—
Nuveen, LLC	N/A	—	299,240	-299,240	-100%	$1.4M	—	—	—
Globeflex Capital L P	N/A	—	290,386	-290,386	-100%	$1.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	289,121	-289,121	-100%	$1.3M	—	—	—
White Pine Capital LLC	N/A	—	246,125	-246,125	-100%	$1.1M	—	—	—
BNP Paribas Financial Markets	N/A	—	225,338	-225,338	-100%	$1.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	223,488	-223,488	-100%	$1.0M	—	—	—
Man Group plc	N/A	—	209,901	-209,901	-100%	$965.5K	—	—	—
Pathstone Holdings, LLC	N/A	—	193,207	-193,207	-100%	$888.8K	—	—	—
Morgan Stanley	N/A	—	189,920	-189,920	-100%	$873.6K	—	—	—
State of Wisconsin Investment Board	N/A	—	168,923	-168,923	-100%	$777.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	155,870	-155,870	-100%	$717.0K	—	—	—
Invesco Ltd.	N/A	—	146,493	-146,493	-100%	$673.9K	—	—	—
Victory Capital Management Inc	N/A	—	137,467	-137,467	-100%	$632.3K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	134,131	-134,131	-100%	$617.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	121,600	-121,600	-100%	$559.4K	—	—	—
IEQ Capital, LLC	N/A	—	120,672	-120,672	-100%	$555.1K	—	—	—
Prudential Financial Inc	N/A	—	115,670	-115,670	-100%	$532.1K	—	—	—
FMR LLC	N/A	—	115,275	-115,275	-100%	$530.3K	—	—	—
Manatuck Hill Partners, LLC	N/A	—	110,000	-110,000	-100%	$506.0K	—	—	—
American Century Companies Inc	N/A	—	102,049	-102,049	-100%	$469.4K	—	—	—
Jane Street Group, LLC	N/A	—	98,908	-98,908	-100%	$455.0K	—	—	—
Mariner, LLC	N/A	—	91,930	-91,930	-100%	$422.9K	—	—	—
LPL Financial LLC	N/A	—	91,626	-91,626	-100%	$421.5K	—	—	—
Waverly Advisors, LLC	N/A	—	87,002	-87,002	-100%	$400.2K	—	—	—
Stifel Financial Corp	N/A	—	86,617	-86,617	-100%	$398.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	82,919	-82,919	-100%	$382.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	79,464	-79,464	-100%	$365.5K	—	—	—
Russell Investments Group, Ltd.	N/A	—	76,190	-76,190	-100%	$350.5K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	75,775	-75,775	-100%	$348.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	75,186	-75,186	-100%	$345.9K	—	—	—
Ameriprise Financial Inc	N/A	—	70,222	-70,222	-100%	$323.0K	—	—	—
Legato Capital Management LLC	N/A	—	69,961	-69,961	-100%	$321.8K	—	—	—
SEI Investments Co	N/A	—	64,821	-64,821	-100%	$298.2K	—	—	—
Rhumbline Advisers	N/A	—	62,582	-62,582	-100%	$287.9K	—	—	—
Deutsche Bank Ag\	N/A	—	61,108	-61,108	-100%	$281.1K	—	—	—
Balyasny Asset Management L.P.	N/A	—	58,911	-58,911	-100%	$271.0K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	56,900	-56,900	-100%	$261.7K	—	—	—
Squarepoint Ops LLC	N/A	—	54,114	-54,114	-100%	$248.9K	—	—	—
UBS Group AG	N/A	—	53,908	-53,908	-100%	$248.0K	—	—	—
Alliancebernstein L.P.	N/A	—	53,770	-53,770	-100%	$225.3K	—	—	—
Wells Fargo & Company	N/A	—	51,993	-51,993	-100%	$239.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	46,541	-46,541	-100%	$214.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	46,176	-46,176	-100%	$212.4K	—	—	—
Cerity Partners LLC	N/A	—	43,755	-43,755	-100%	$201.3K	—	—	—
Bank of America Corp	N/A	—	38,584	-38,584	-100%	$177.5K	—	—	—
Franklin Resources Inc	N/A	—	34,037	-34,037	-100%	$156.6K	—	—	—
Zacks Investment Management	N/A	—	33,851	-33,851	-100%	$155.7K	—	—	—
MetLife Investment Management, LLC	N/A	—	33,628	-33,628	-100%	$154.7K	—	—	—
JPMorgan Chase & Co	N/A	—	30,116	-30,116	-100%	$135.8K	—	—	—
Baird Financial Group, Inc.	N/A	—	30,000	-30,000	-100%	$138.0K	—	—	—
Worth Venture Partners, LLC	N/A	—	28,000	-28,000	-100%	$128.8K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	27,749	-27,749	-100%	$127.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	26,454	-26,454	-100%	$121.7K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	25,025	-25,025	-100%	$115.0K	—	—	—
HSBC Holdings PLC	N/A	—	24,441	-24,441	-100%	$109.7K	—	—	—
SG Americas Securities, LLC	N/A	—	23,880	-23,880	-100%	$110.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	23,520	-23,520	-100%	$108.2K	—	—	—
Captrust Financial Advisors	N/A	—	23,389	-23,389	-100%	$107.6K	—	—	—
Independent Advisor Alliance	N/A	—	23,387	-23,387	-100%	$107.6K	—	—	—
Lazard Asset Management LLC	N/A	—	22,813	-22,813	-100%	$104.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	20,720	-20,720	-100%	$95.3K	—	—	—
Legal & General Group Plc	N/A	—	17,767	-17,767	-100%	$81.7K	—	—	—
EntryPoint Capital, LLC	N/A	—	16,931	-16,931	-100%	$77.9K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	15,420	-15,420	-100%	$70.9K	—	—	—
Intech Investment Management LLC	N/A	—	15,073	-15,073	-100%	$69.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	14,757	-14,757	-100%	$67.9K	—	—	—
Quantbot Technologies LP	N/A	—	14,186	-14,186	-100%	$65.3K	—	—	—
R Squared Ltd	N/A	—	13,320	-13,320	-100%	$61.3K	—	—	—
Focus Partners Wealth	N/A	—	12,982	-12,982	-100%	$59.7K	—	—	—
Voya Investment Management LLC	N/A	—	12,591	-12,591	-100%	$57.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	11,758	-11,758	-100%	$54.1K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	11,267	-11,267	-100%	$52.0K	—	—	—
Merit Financial Group, LLC	N/A	—	11,229	-11,229	-100%	$51.7K	—	—	—
New York State Common Retirement Fund	N/A	—	9,400	-9,400	-100%	$43.2K	—	—	—
Arax Advisory Partners	N/A	—	7,570	-7,570	-100%	$34.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	5,513	-5,513	-100%	$25.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,450	-5,450	-100%	$25.1K	—	—	—
Allworth Financial LP	N/A	—	3,517	-3,517	-100%	$16.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,408	-2,408	-100%	$11.1K	—	—	—
Royal Bank of Canada	N/A	—	1,962	-1,962	-100%	$9.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	1,253	-1,253	-100%	$5.8K	—	—	—
California State Teachers Retirement System	N/A	—	716	-716	-100%	$3.3K	—	—	—
Rothschild Investment LLC	N/A	—	623	-623	-100%	$2.9K	—	—	—
Quarry LP	N/A	—	326	-326	-100%	$1.5K	—	—	—
Optiver Holding B.V.	N/A	—	279	-279	-100%	$1.3K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	229	-229	-100%	$1.1K	—	—	—
Clearstead Advisors, LLC	N/A	—	207	-207	-100%	$953	—	—	—
JPL Wealth Management, LLC	N/A	—	46	-46	-100%	$212	—	—	—
PNC Financial Services Group, Inc.	N/A	—	45	-45	-100%	$207	—	—	—

Showing 165 of 165 institutions