Third Coast Bancshares Inc (TCBX)

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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Dimensional Fund Advisors LP

INCREASED

Shares591,210 from 517,513

Change+73,697 (+14%)

Value$25.1M (+$4.2M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares393,646 from 395,884

Change-2,238 (-1%)

Value$16.7M (+$693.1K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares323,323 from 335,465

Change-12,142 (-4%)

Value$13.7M (+$152.9K)

Filed 2026-11-05

Wasatch Advisors LP

INCREASED

Shares221,979 from 166,315

Change+55,664 (+33%)

Value$9.4M (+$2.7M)

Filed 2026-10-13

Blue Trust, Inc.

UNCHANGED

Shares147,082 from 147,082

Change0 (0%)

Value$6.2M (+$292.7K)

Filed 2026-10-15

Deroy & Devereaux Private Investment Counsel Inc

DECREASED

Shares116,810 from 119,330

Change-2,520 (-2%)

Value$5.0K (-$4.8M)

Filed 2026-10-26

Valeo Financial Advisors, LLC

INCREASED

Shares78,786 from 78,616

Change+170 (+0%)

Value$3.3M (+$163.7K)

Filed 2026-10-08

Ballast Asset Management, LP

DECREASED

Shares78,450 from 80,250

Change-1,800 (-2%)

Value$3.4M (+$162.8K)

Filed 2026-11-04

Annex Advisory Services, LLC

INCREASED

Shares72,230 from 43,273

Change+28,957 (+67%)

Value$3.1M (+$1.3M)

Filed 2026-10-16

Salzhauer Michael

INCREASED

Shares72,112 from 61,899

Change+10,213 (+17%)

Value$3.1M (+$556.1K)

Filed 2026-10-28

Rosenthal | Henry Capital Advisors, Inc.

UNCHANGED

Shares51,000 from 51,000

Change0 (0%)

Value$2.2M (+$101.5K)

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares50,977 from 56,506

Change-5,529 (-10%)

Value$2.2M (-$121.9K)

Filed 2026-11-04

Truist Financial Corp

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$2.1M (+$99.5K)

Filed 2026-10-30

Daytona Street Capital LLC

INCREASED

Shares45,900 from 41,900

Change+4,000 (+10%)

Value$2.0M (+$299.2K)

Filed 2026-10-15

Barclays PLC

INCREASED

Shares43,307 from 7,321

Change+35,986 (+492%)

Value$1.8M (+$1.5M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares40,106 from 33,067

Change+7,039 (+21%)

Value$1.7M (+$364.2K)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares38,651 from 53,886

Change-15,235 (-28%)

Value$1.6M (-$538.6K)

Filed 2026-11-06

SummerHaven Investment Management, LLC

NEW

Shares22,949

Change+22,949

Value$972.8K

Filed 2026-10-19

Strs Ohio

INCREASED

Shares22,400 from 18,300

Change+4,100 (+22%)

Value$949.5K (+$210.2K)

Filed 2026-10-30

Doliver Advisors, LP

UNCHANGED

Shares21,107 from 21,107

Change0 (0%)

Value$894.7K (+$42.0K)

Filed 2026-10-01

Y-Intercept (Hong Kong) Ltd

NEW

Shares19,687

Change+19,687

Value$834.5K

Filed 2026-10-16

Penn Capital Management Company, LLC

DECREASED

Shares17,190 from 20,812

Change-3,622 (-17%)

Value$728.7K (-$112.1K)

Filed 2026-11-04

Guided Capital Wealth Management, LLC

DECREASED

Shares15,935 from 22,235

Change-6,300 (-28%)

Value$675.5K (-$222.8K)

Filed 2026-10-21

Inspire Investing, LLC

DECREASED

Shares15,179 from 16,907

Change-1,728 (-10%)

Value$643.4K (-$39.6K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares13,274 from 15,218

Change-1,944 (-13%)

Value$562.7K (-$52.1K)

Filed 2026-11-06

Alps Advisors Inc

NEW

Shares12,790

Change+12,790

Value$542.2K

Filed 2026-11-03

Inscription Capital, LLC

DECREASED

Shares12,663 from 14,111

Change-1,448 (-10%)

Value$536.8K (-$33.3K)

Filed 2026-11-02

Verdence Capital Advisors LLC

INCREASED

Shares11,928 from 11,355

Change+573 (+5%)

Value$505.6K (+$46.9K)

Filed 2026-10-26

Wavvest Wealth LLC

NEW

Shares11,450

Change+11,450

Value$485.4K

Filed 2026-10-21

R Squared Ltd

NEW

Shares10,626

Change+10,626

Value$450.4K

Filed 2026-11-06

Krilogy Financial LLC

INCREASED

Shares8,162 from 8,145

Change+17 (+0%)

Value$340.4K (+$11.3K)

Filed 2026-10-13

Avion Wealth

UNCHANGED

Shares6,800 from 6,800

Change0 (0%)

Value$288 (-$273.7K)

Filed 2026-11-04

Scheeler Financial LLC

NEW

Shares5,376

Change+5,376

Value$227.9K

Filed 2026-10-13

Waterway Wealth Management, LLC

DECREASED

Shares5,000 from 5,500

Change-500 (-9%)

Value$212.0K (-$10.3K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

NEW

Shares4,792

Change+4,792

Value$203.1K

Filed 2026-11-02

IFP Advisors, Inc

UNCHANGED

Shares4,622 from 4,622

Change0 (0%)

Value$195.9K (+$9.2K)

Filed 2026-10-16

State of Alaska, Department of Revenue

UNCHANGED

Shares1,993 from 1,993

Change0 (0%)

Value$83 (+$4)

Filed 2026-10-15

Gamma Investing LLC

INCREASED

Shares851 from 741

Change+110 (+15%)

Value$36.1K (+$6.1K)

Filed 2026-10-08

Versant Capital Management, Inc

INCREASED

Shares556 from 509

Change+47 (+9%)

Value$23.6K (+$3.0K)

Filed 2026-10-02

Sterling Capital Management LLC

DECREASED

Shares302 from 314

Change-12 (-4%)

Value$12.8K (+$116)

Filed 2026-10-22

SJS Investment Consulting Inc.

NEW

Shares116

Change+116

Value$4.9K

Filed 2026-10-26

Allworth Financial LP

INCREASED

Shares84 from 75

Change+9 (+12%)

Value$3.4K (+$364)

Filed 2026-11-06

Pension & Wealth Management Advisors, Inc.

NEW

Shares83

Change+83

Value$3.5K

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares60 from 25

Change+35 (+140%)

Value$2.5K (+$1.5K)

Filed 2026-11-03

Signaturefd, LLC

INCREASED

Shares39 from 22

Change+17 (+77%)

Value$1.7K (+$764)

Filed 2026-10-23

Essential Partners LLC

INCREASED

Shares30 from 20

Change+10 (+50%)

Value$1.3K (+$464)

Filed 2026-10-14

Parkside Financial Bank & Trust

NEW

Shares25

Change+25

Value$1.1K

Filed 2026-10-27

Covestor Ltd

DECREASED

Shares20 from 288

Change-268 (-93%)

Value$1 (-$11)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares17 from 6

Change+11 (+183%)

Value$721 (+$479)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares17 from 8

Change+9 (+113%)

Value$721 (+$398)

Filed 2026-11-04

True Wealth Design, LLC

INCREASED

Shares16 from 9

Change+7 (+78%)

Value$679 (+$315)

Filed 2026-10-13

US Bancorp \de\

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$509 (+$24)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares11

Change+11

Value$466

Filed 2026-10-21

Nisa Investment Advisors, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$339 (+$16)

Filed 2026-10-20

Clearstead Advisors, LLC

NEW

Shares2

Change+2

Value$85

Filed 2026-11-06

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 12,381

Change-12,381 (-100%)

Value$0 (-$543)

Filed 2026-11-04

Thrivent Financial for Lutherans

CLOSED

Shares0 from 6,985

Change-6,985 (-100%)

Value$0 (-$282.0K)

Filed 2026-11-05

Savant Capital, LLC

CLOSED

Shares0 from 5,782

Change-5,782 (-100%)

Value$0 (-$225.9K)

Filed 2026-11-06

BlackRock, Inc.

N/A

Shares— from 1,159,145

Change-1,159,145 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 609,787

Change-609,787 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 527,875

Change-527,875 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 458,725

Change-458,725 (-100%)

Value—

State Street Corp

N/A

Shares— from 430,896

Change-430,896 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 430,183

Change-430,183 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 268,553

Change-268,553 (-100%)

Value—

Ategra Capital Management, LLC

N/A

Shares— from 261,387

Change-261,387 (-100%)

Value—

Meridian Wealth Advisors, LLC

N/A

Shares— from 180,469

Change-180,469 (-100%)

Value—

1492 Capital Management LLC

N/A

Shares— from 174,205

Change-174,205 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 169,064

Change-169,064 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 167,053

Change-167,053 (-100%)

Value—

Strategic Value Bank Partners LLC

N/A

Shares— from 146,474

Change-146,474 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 141,831

Change-141,831 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 139,377

Change-139,377 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 137,720

Change-137,720 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 123,850

Change-123,850 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 122,555

Change-122,555 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 111,449

Change-111,449 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 110,242

Change-110,242 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 104,596

Change-104,596 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 97,437

Change-97,437 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 88,214

Change-88,214 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 87,432

Change-87,432 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 82,013

Change-82,013 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 71,994

Change-71,994 (-100%)

Value—

UBS Group AG

N/A

Shares— from 71,214

Change-71,214 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 68,596

Change-68,596 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 66,715

Change-66,715 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 61,524

Change-61,524 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 54,651

Change-54,651 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 53,364

Change-53,364 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 50,110

Change-50,110 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 45,321

Change-45,321 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 43,183

Change-43,183 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 38,600

Change-38,600 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 33,519

Change-33,519 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 29,564

Change-29,564 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 29,555

Change-29,555 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 29,331

Change-29,331 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 28,673

Change-28,673 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 28,566

Change-28,566 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 24,470

Change-24,470 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 23,529

Change-23,529 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 22,728

Change-22,728 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 21,374

Change-21,374 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 19,850

Change-19,850 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 19,108

Change-19,108 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 19,071

Change-19,071 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 18,713

Change-18,713 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 18,487

Change-18,487 (-100%)

Value—

Man Group plc

N/A

Shares— from 18,105

Change-18,105 (-100%)

Value—

Stephens Inc

N/A

Shares— from 17,064

Change-17,064 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 16,369

Change-16,369 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 14,349

Change-14,349 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 13,462

Change-13,462 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,054

Change-13,054 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 12,804

Change-12,804 (-100%)

Value—

EJF Capital LP

N/A

Shares— from 12,473

Change-12,473 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 11,600

Change-11,600 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 10,242

Change-10,242 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 10,195

Change-10,195 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,780

Change-8,780 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,736

Change-8,736 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 7,736

Change-7,736 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,147

Change-7,147 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 7,079

Change-7,079 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 6,959

Change-6,959 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 6,909

Change-6,909 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 6,569

Change-6,569 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 6,234

Change-6,234 (-100%)

Value—

Cornerstone Investment Partners, LLC

N/A

Shares— from 6,105

Change-6,105 (-100%)

Value—

FCA Corp

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Custos Family Office, LLC

N/A

Shares— from 5,295

Change-5,295 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 5,285

Change-5,285 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 5,183

Change-5,183 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,009

Change-5,009 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,786

Change-4,786 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,673

Change-4,673 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,730

Change-2,730 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2,519

Change-2,519 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,962

Change-1,962 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,865

Change-1,865 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,515

Change-1,515 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,415

Change-1,415 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 966

Change-966 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 481

Change-481 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 298

Change-298 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 181

Change-181 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	591,210	517,513	+73,697	+14%	$20.9M	$25.1M	+$4.2M	2026-11-04
Geode Capital Management, LLC	DECREASED	393,646	395,884	-2,238	-1%	$16.0M	$16.7M	+$693.1K	2026-11-06
Bank of New York Mellon Corp	DECREASED	323,323	335,465	-12,142	-4%	$13.6M	$13.7M	+$152.9K	2026-11-05
Wasatch Advisors LP	INCREASED	221,979	166,315	+55,664	+33%	$6.7M	$9.4M	+$2.7M	2026-10-13
Blue Trust, Inc.	UNCHANGED	147,082	147,082	0	0%	$5.9M	$6.2M	+$292.7K	2026-10-15
Deroy & Devereaux Private Investment Counsel Inc	DECREASED	116,810	119,330	-2,520	-2%	$4.8M	$5.0K	-$4.8M	2026-10-26
Valeo Financial Advisors, LLC	INCREASED	78,786	78,616	+170	+0%	$3.2M	$3.3M	+$163.7K	2026-10-08
Ballast Asset Management, LP	DECREASED	78,450	80,250	-1,800	-2%	$3.2M	$3.4M	+$162.8K	2026-11-04
Annex Advisory Services, LLC	INCREASED	72,230	43,273	+28,957	+67%	$1.7M	$3.1M	+$1.3M	2026-10-16
Salzhauer Michael	INCREASED	72,112	61,899	+10,213	+17%	$2.5M	$3.1M	+$556.1K	2026-10-28
Rosenthal \| Henry Capital Advisors, Inc.	UNCHANGED	51,000	51,000	0	0%	$2.1M	$2.2M	+$101.5K	2026-10-27
Citigroup Inc	DECREASED	50,977	56,506	-5,529	-10%	$2.3M	$2.2M	-$121.9K	2026-11-04
Truist Financial Corp	UNCHANGED	50,000	50,000	0	0%	$2.0M	$2.1M	+$99.5K	2026-10-30
Daytona Street Capital LLC	INCREASED	45,900	41,900	+4,000	+10%	$1.7M	$2.0M	+$299.2K	2026-10-15
Barclays PLC	INCREASED	43,307	7,321	+35,986	+492%	$295.8K	$1.8M	+$1.5M	2026-11-06
Creative Planning	INCREASED	40,106	33,067	+7,039	+21%	$1.3M	$1.7M	+$364.2K	2026-11-02
Russell Investments Group, Ltd.	DECREASED	38,651	53,886	-15,235	-28%	$2.2M	$1.6M	-$538.6K	2026-11-06
SummerHaven Investment Management, LLC	NEW	22,949	—	+22,949	—	—	$972.8K	—	2026-10-19
Strs Ohio	INCREASED	22,400	18,300	+4,100	+22%	$739.3K	$949.5K	+$210.2K	2026-10-30
Doliver Advisors, LP	UNCHANGED	21,107	21,107	0	0%	$852.7K	$894.7K	+$42.0K	2026-10-01
Y-Intercept (Hong Kong) Ltd	NEW	19,687	—	+19,687	—	—	$834.5K	—	2026-10-16
Penn Capital Management Company, LLC	DECREASED	17,190	20,812	-3,622	-17%	$840.8K	$728.7K	-$112.1K	2026-11-04
Guided Capital Wealth Management, LLC	DECREASED	15,935	22,235	-6,300	-28%	$898.3K	$675.5K	-$222.8K	2026-10-21
Inspire Investing, LLC	DECREASED	15,179	16,907	-1,728	-10%	$683.0K	$643.4K	-$39.6K	2026-10-22
Deutsche Bank Ag\	DECREASED	13,274	15,218	-1,944	-13%	$614.8K	$562.7K	-$52.1K	2026-11-06
Alps Advisors Inc	NEW	12,790	—	+12,790	—	—	$542.2K	—	2026-11-03
Inscription Capital, LLC	DECREASED	12,663	14,111	-1,448	-10%	$570.1K	$536.8K	-$33.3K	2026-11-02
Verdence Capital Advisors LLC	INCREASED	11,928	11,355	+573	+5%	$458.7K	$505.6K	+$46.9K	2026-10-26
Wavvest Wealth LLC	NEW	11,450	—	+11,450	—	—	$485.4K	—	2026-10-21
R Squared Ltd	NEW	10,626	—	+10,626	—	—	$450.4K	—	2026-11-06
Krilogy Financial LLC	INCREASED	8,162	8,145	+17	+0%	$329.1K	$340.4K	+$11.3K	2026-10-13
Avion Wealth	UNCHANGED	6,800	6,800	0	0%	$274.0K	$288	-$273.7K	2026-11-04
Scheeler Financial LLC	NEW	5,376	—	+5,376	—	—	$227.9K	—	2026-10-13
Waterway Wealth Management, LLC	DECREASED	5,000	5,500	-500	-9%	$222.2K	$212.0K	-$10.3K	2026-10-28
Commonwealth Equity Services, LLC	NEW	4,792	—	+4,792	—	—	$203.1K	—	2026-11-02
IFP Advisors, Inc	UNCHANGED	4,622	4,622	0	0%	$186.7K	$195.9K	+$9.2K	2026-10-16
State of Alaska, Department of Revenue	UNCHANGED	1,993	1,993	0	0%	$79	$83	+$4	2026-10-15
Gamma Investing LLC	INCREASED	851	741	+110	+15%	$29.9K	$36.1K	+$6.1K	2026-10-08
Versant Capital Management, Inc	INCREASED	556	509	+47	+9%	$20.6K	$23.6K	+$3.0K	2026-10-02
Sterling Capital Management LLC	DECREASED	302	314	-12	-4%	$12.7K	$12.8K	+$116	2026-10-22
SJS Investment Consulting Inc.	NEW	116	—	+116	—	—	$4.9K	—	2026-10-26
Allworth Financial LP	INCREASED	84	75	+9	+12%	$3.0K	$3.4K	+$364	2026-11-06
Pension & Wealth Management Advisors, Inc.	NEW	83	—	+83	—	—	$3.5K	—	2026-10-16
Parallel Advisors, LLC	INCREASED	60	25	+35	+140%	$1.0K	$2.5K	+$1.5K	2026-11-03
Signaturefd, LLC	INCREASED	39	22	+17	+77%	$889	$1.7K	+$764	2026-10-23
Essential Partners LLC	INCREASED	30	20	+10	+50%	$808	$1.3K	+$464	2026-10-14
Parkside Financial Bank & Trust	NEW	25	—	+25	—	—	$1.1K	—	2026-10-27
Covestor Ltd	DECREASED	20	288	-268	-93%	$12	$1	-$11	2026-10-30
Farther Finance Advisors, LLC	INCREASED	17	6	+11	+183%	$242	$721	+$479	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	17	8	+9	+113%	$323	$721	+$398	2026-11-04
True Wealth Design, LLC	INCREASED	16	9	+7	+78%	$364	$679	+$315	2026-10-13
US Bancorp \de\	UNCHANGED	12	12	0	0%	$485	$509	+$24	2026-11-05
Root Financial Partners, LLC	NEW	11	—	+11	—	—	$466	—	2026-10-21
Nisa Investment Advisors, LLC	UNCHANGED	8	8	0	0%	$323	$339	+$16	2026-10-20
Clearstead Advisors, LLC	NEW	2	—	+2	—	—	$85	—	2026-11-06
Jackson Creek Investment Advisors LLC	CLOSED	0	12,381	-12,381	-100%	$543	$0	-$543	2026-11-04
Thrivent Financial for Lutherans	CLOSED	0	6,985	-6,985	-100%	$282.0K	$0	-$282.0K	2026-11-05
Savant Capital, LLC	CLOSED	0	5,782	-5,782	-100%	$225.9K	$0	-$225.9K	2026-11-06
BlackRock, Inc.	N/A	—	1,159,145	-1,159,145	-100%	$46.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	609,787	-609,787	-100%	$24.6M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	527,875	-527,875	-100%	$21.3M	—	—	—
Kennedy Capital Management LLC	N/A	—	458,725	-458,725	-100%	$18.5M	—	—	—
State Street Corp	N/A	—	430,896	-430,896	-100%	$17.4M	—	—	—
American Century Companies Inc	N/A	—	430,183	-430,183	-100%	$17.4M	—	—	—
Alliancebernstein L.P.	N/A	—	268,553	-268,553	-100%	$10.2M	—	—	—
Ategra Capital Management, LLC	N/A	—	261,387	-261,387	-100%	$10.6M	—	—	—
Meridian Wealth Advisors, LLC	N/A	—	180,469	-180,469	-100%	$7.3M	—	—	—
1492 Capital Management LLC	N/A	—	174,205	-174,205	-100%	$7.0M	—	—	—
Banc Funds Co LLC	N/A	—	169,064	-169,064	-100%	$6.8M	—	—	—
Wellington Management Group LLP	N/A	—	167,053	-167,053	-100%	$6.7M	—	—	—
Strategic Value Bank Partners LLC	N/A	—	146,474	-146,474	-100%	$5.9M	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	141,831	-141,831	-100%	$5.7M	—	—	—
Acadian Asset Management LLC	N/A	—	139,377	-139,377	-100%	$5.6M	—	—	—
Northern Trust Corp	N/A	—	137,720	-137,720	-100%	$5.6M	—	—	—
SEI Investments Co	N/A	—	123,850	-123,850	-100%	$5.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	122,555	-122,555	-100%	$5.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	111,449	-111,449	-100%	$4.5M	—	—	—
Morgan Stanley	N/A	—	110,242	-110,242	-100%	$4.5M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	104,596	-104,596	-100%	$4.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	97,437	-97,437	-100%	$3.9M	—	—	—
Franklin Resources Inc	N/A	—	88,214	-88,214	-100%	$3.6M	—	—	—
Bank of America Corp	N/A	—	87,432	-87,432	-100%	$3.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	82,013	-82,013	-100%	$3.3M	—	—	—
Ameriprise Financial Inc	N/A	—	71,994	-71,994	-100%	$2.9M	—	—	—
UBS Group AG	N/A	—	71,214	-71,214	-100%	$2.9M	—	—	—
Empowered Funds, LLC	N/A	—	68,596	-68,596	-100%	$2.8M	—	—	—
Prudential Financial Inc	N/A	—	66,715	-66,715	-100%	$2.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	61,524	-61,524	-100%	$2.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	54,651	-54,651	-100%	$2.2M	—	—	—
AQR Capital Management LLC	N/A	—	53,364	-53,364	-100%	$2.2M	—	—	—
First Trust Advisors LP	N/A	—	50,110	-50,110	-100%	$2.0M	—	—	—
Lazard Asset Management LLC	N/A	—	45,321	-45,321	-100%	$1.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	43,183	-43,183	-100%	$1.7M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	38,600	-38,600	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	33,519	-33,519	-100%	$1.4M	—	—	—
Globeflex Capital L P	N/A	—	29,564	-29,564	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	29,555	-29,555	-100%	$1.2M	—	—	—
Two Sigma Investments, LP	N/A	—	29,331	-29,331	-100%	$1.2M	—	—	—
Martingale Asset Management L P	N/A	—	28,673	-28,673	-100%	$1.2M	—	—	—
Algert Global LLC	N/A	—	28,566	-28,566	-100%	$1.2M	—	—	—
Nuveen, LLC	N/A	—	24,470	-24,470	-100%	$988.6K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	23,529	-23,529	-100%	$950.6K	—	—	—
Brown Advisory Inc	N/A	—	22,728	-22,728	-100%	$918.2K	—	—	—
Renaissance Technologies LLC	N/A	—	21,374	-21,374	-100%	$863.5K	—	—	—
XTX Topco Ltd	N/A	—	19,850	-19,850	-100%	$801.9K	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	19,108	-19,108	-100%	$772.0K	—	—	—
Invesco Ltd.	N/A	—	19,071	-19,071	-100%	$770.5K	—	—	—
Rhumbline Advisers	N/A	—	18,713	-18,713	-100%	$756.0K	—	—	—
Core Capital Management & Research, inc.	N/A	—	18,487	-18,487	-100%	$841.0K	—	—	—
Man Group plc	N/A	—	18,105	-18,105	-100%	$731.4K	—	—	—
Stephens Inc	N/A	—	17,064	-17,064	-100%	$689.4K	—	—	—
JPMorgan Chase & Co	N/A	—	16,369	-16,369	-100%	$659.8K	—	—	—
State of Wisconsin Investment Board	N/A	—	14,349	-14,349	-100%	$579.7K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	13,462	-13,462	-100%	$543.9K	—	—	—
Wells Fargo & Company	N/A	—	13,054	-13,054	-100%	$527.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	12,804	-12,804	-100%	$518.0K	—	—	—
EJF Capital LP	N/A	—	12,473	-12,473	-100%	$503.9K	—	—	—
Canada Pension Plan Investment Board	N/A	—	11,600	-11,600	-100%	$468.6K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	10,242	-10,242	-100%	$413.8K	—	—	—
Mangrove Partners IM, LLC	N/A	—	10,195	-10,195	-100%	$411.9K	—	—	—
Harbor Advisors LLC	N/A	—	10,000	-10,000	-100%	$404.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,780	-8,780	-100%	$354.7K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,736	-8,736	-100%	$352.9K	—	—	—
EntryPoint Capital, LLC	N/A	—	7,736	-7,736	-100%	$312.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,147	-7,147	-100%	$288.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	7,079	-7,079	-100%	$286.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	6,959	-6,959	-100%	$281.1K	—	—	—
Squarepoint Ops LLC	N/A	—	6,909	-6,909	-100%	$279.1K	—	—	—
SG Americas Securities, LLC	N/A	—	6,569	-6,569	-100%	$265.0K	—	—	—
Waterloo Capital, L.P.	N/A	—	6,234	-6,234	-100%	$251.9K	—	—	—
Cornerstone Investment Partners, LLC	N/A	—	6,105	-6,105	-100%	$246.6K	—	—	—
FCA Corp	N/A	—	6,000	-6,000	-100%	$242.4K	—	—	—
Custos Family Office, LLC	N/A	—	5,295	-5,295	-100%	$213.9K	—	—	—
Tudor Investment Corp ET AL	N/A	—	5,285	-5,285	-100%	$213.5K	—	—	—
Millennium Management LLC	N/A	—	5,183	-5,183	-100%	$209.4K	—	—	—
New York State Common Retirement Fund	N/A	—	5,009	-5,009	-100%	$202.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,786	-4,786	-100%	$193.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,673	-4,673	-100%	$188.8K	—	—	—
FMR LLC	N/A	—	2,730	-2,730	-100%	$110.3K	—	—	—
Harbour Investments, Inc.	N/A	—	2,519	-2,519	-100%	$101.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,962	-1,962	-100%	$80.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,865	-1,865	-100%	$75.3K	—	—	—
Legal & General Group Plc	N/A	—	1,515	-1,515	-100%	$61.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,415	-1,415	-100%	$57.2K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,163	-1,163	-100%	$47.0K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,000	-1,000	-100%	$40.4K	—	—	—
Federated Hermes, Inc.	N/A	—	966	-966	-100%	$39.0K	—	—	—
Royal Bank of Canada	N/A	—	481	-481	-100%	$19.0K	—	—	—
Arax Advisory Partners	N/A	—	298	-298	-100%	$12.0K	—	—	—
California State Teachers Retirement System	N/A	—	181	-181	-100%	$7.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	115	-115	-100%	$4.6K	—	—	—
Optiver Holding B.V.	N/A	—	34	-34	-100%	$1.4K	—	—	—
Rothschild Investment LLC	N/A	—	17	-17	-100%	$687	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$40	—	—	—

Showing 154 of 154 institutions