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Trimas Corp (TRS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares2,275,671 from 2,259,471
Change+16,200 (+1%)
Value$87.8M (-$13.9M)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,419,484 from 1,904,393
Change-484,909 (-25%)
Value$54.7M (-$27.7M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares955,912 from 1,019,286
Change-63,374 (-6%)
Value$36.9M (-$9.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares357,500 from 365,929
Change-8,429 (-2%)
Value$13.8M (-$2.7M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares194,329 from 95,768
Change+98,561 (+103%)
Value$7.5M (+$3.2M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares173,987 from 99,171
Change+74,816 (+75%)
Value$6.7M (+$2.3M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares165,097 from 114,839
Change+50,258 (+44%)
Value$6.4M (+$1.2M)
Filed 2026-11-06
Kestrel Investment Management Corp
DECREASED
Shares139,150 from 149,550
Change-10,400 (-7%)
Value$5.4M (-$1.4M)
Filed 2026-11-02
Harbor Capital Advisors, Inc.
INCREASED
Shares116,477 from 97,011
Change+19,466 (+20%)
Value$4.5K (-$4.4M)
Filed 2026-10-22
Principal Financial Group Inc
DECREASED
Shares64,736 from 78,804
Change-14,068 (-18%)
Value$2.5M (-$1.1M)
Filed 2026-11-02
Oliver Luxxe Assets LLC
INCREASED
Shares54,544 from 54,486
Change+58 (+0%)
Value$2.1M (-$348.4K)
Filed 2026-10-14
Deutsche Bank Ag\
DECREASED
Shares26,885 from 28,949
Change-2,064 (-7%)
Value$1.0M (-$265.8K)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares21,714 from 21,797
Change-83 (0%)
Value$838.0K (-$143.5K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares18,474 from 18,474
Change0 (0%)
Value$713.0K (-$118.9K)
Filed 2026-10-27
Inspire Investing, LLC
INCREASED
Shares16,405 from 15,086
Change+1,319 (+9%)
Value$633.2K (-$46.2K)
Filed 2026-10-22
Counterpoint Mutual Funds LLC
NEW
Shares16,244
Change+16,244
Value$626.9K
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares12,054
Change+12,054
Value$465
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares11,243 from 19,053
Change-7,810 (-41%)
Value$433.9K (-$424.0K)
Filed 2026-11-04
Ethic Inc.
DECREASED
Shares9,858 from 18,666
Change-8,808 (-47%)
Value$380.5K (-$460.1K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares9,234 from 8,136
Change+1,098 (+14%)
Value$356.4K (-$10.0K)
Filed 2026-10-23
LSV Asset Management
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$305 (-$355.7K)
Filed 2026-11-06
Arizona State Retirement System
DECREASED
Shares7,820 from 7,845
Change-25 (0%)
Value$301.8K (-$51.4K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
UNCHANGED
Shares7,167 from 7,167
Change0 (0%)
Value$276.6K (-$46.1K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW
Shares6,478
Change+6,478
Value$249.0K
Filed 2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED
Shares6,166 from 6,166
Change0 (0%)
Value$238.0K (-$39.7K)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares5,481 from 9,369
Change-3,888 (-41%)
Value$211.5K (-$168.0K)
Filed 2026-11-06
Pictet Asset Management Holding SA
UNCHANGED
Shares5,330 from 5,330
Change0 (0%)
Value$205.7K (-$34.3K)
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares3,718 from 2,502
Change+1,216 (+49%)
Value$143.5K (+$30.8K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares2,149 from 666
Change+1,483 (+223%)
Value$82.9K (+$53.0K)
Filed 2026-10-23
State of Wyoming
DECREASED
Shares1,770 from 5,467
Change-3,697 (-68%)
Value$68.3K (-$177.9K)
Filed 2026-10-28
State of Alaska, Department of Revenue
DECREASED
Shares1,566 from 1,707
Change-141 (-8%)
Value$60 (-$16)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares1,125 from 1,095
Change+30 (+3%)
Value$43.4K (-$5.9K)
Filed 2026-10-02
Larson Financial Group LLC
NEW
Shares1,015
Change+1,015
Value$39.2K
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$25.8K (-$4.3K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
NEW
Shares552
Change+552
Value$21.3K
Filed 2026-10-28
Gamma Investing LLC
INCREASED
Shares540 from 388
Change+152 (+39%)
Value$20.8K (+$3.4K)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares535 from 554
Change-19 (-3%)
Value$20.6K (-$4.3K)
Filed 2026-10-22
Rothwell Investment Advisors, LLC
NEW
Shares352
Change+352
Value$13.6K
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares311 from 307
Change+4 (+1%)
Value$14.0K (+$180)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares267 from 100
Change+167 (+167%)
Value$10.3K (+$5.8K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$8.7K (-$1.5K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
INCREASED
Shares175 from 42
Change+133 (+317%)
Value$6.8K (+$4.9K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares166 from 221
Change-55 (-25%)
Value$6.4K (-$3.5K)
Filed 2026-11-05
Nykredit A/S
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$5.8K (-$972)
Filed 2026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$4.7K (-$775)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares102
Change+102
Value$3.9K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares94 from 80
Change+14 (+18%)
Value$3.6K (+$26)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$2.8K (-$463)
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares57 from 36
Change+21 (+58%)
Value$2.2K (+$579)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares47
Change+47
Value$1.8K
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$1.7K (-$283)
Filed 2026-11-03
Ascentis Wealth Management, LLC
NEW
Shares39
Change+39
Value$1.5K
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares39 from 57
Change-18 (-32%)
Value$1.5K (-$1.1K)
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares35 from 42
Change-7 (-17%)
Value$1.4K (-$541)
Filed 2026-10-26
Valued Wealth Advisors LLC
NEW
Shares27
Change+27
Value$1.0K
Filed 2026-11-05
True Wealth Design, LLC
INCREASED
Shares16 from 13
Change+3 (+23%)
Value$618 (+$32)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares9 from 249
Change-240 (-96%)
Value$0 (-$12)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares4 from 57
Change-53 (-93%)
Value$154 (-$2.4K)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$39 (-$6)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 981,933
Change-981,933 (-100%)
Value$0 (-$44.2M)
Filed 2026-11-05
Jackson Creek Investment Advisors LLC
CLOSED
Shares0 from 12,977
Change-12,977 (-100%)
Value$0 (-$518)
Filed 2026-11-04
Bailard, Inc.
CLOSED
Shares0 from 7,900
Change-7,900 (-100%)
Value$0 (-$355.7K)
Filed 2026-10-13
Bokf, NA
CLOSED
Shares0 from 6,778
Change-6,778 (-100%)
Value$0 (-$305.2K)
Filed 2026-10-27
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 1,003
Change-1,003 (-100%)
Value$0 (-$45.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$519)
Filed 2026-11-02
Clearstead Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$407)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 2,530,345
Change-2,530,345 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,681,687
Change-1,681,687 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,408,899
Change-1,408,899 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 1,211,587
Change-1,211,587 (-100%)
Value—
Permian Investment Partners, LP
N/A
Shares— from 1,165,414
Change-1,165,414 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,150,388
Change-1,150,388 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 807,292
Change-807,292 (-100%)
Value—
State Street Corp
N/A
Shares— from 784,145
Change-784,145 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 579,276
Change-579,276 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 566,498
Change-566,498 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 543,685
Change-543,685 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 453,425
Change-453,425 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 432,376
Change-432,376 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 430,537
Change-430,537 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 424,865
Change-424,865 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 395,385
Change-395,385 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 362,000
Change-362,000 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 331,556
Change-331,556 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 329,720
Change-329,720 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 319,484
Change-319,484 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 309,554
Change-309,554 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 302,265
Change-302,265 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 285,097
Change-285,097 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 283,632
Change-283,632 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 281,455
Change-281,455 (-100%)
Value—
Norges Bank
N/A
Shares— from 244,600
Change-244,600 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 216,998
Change-216,998 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 204,456
Change-204,456 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 199,770
Change-199,770 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 190,359
Change-190,359 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 179,133
Change-179,133 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 175,345
Change-175,345 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 167,996
Change-167,996 (-100%)
Value—
FMR LLC
N/A
Shares— from 166,973
Change-166,973 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 141,680
Change-141,680 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 103,200
Change-103,200 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 102,237
Change-102,237 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 99,800
Change-99,800 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 97,046
Change-97,046 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 94,880
Change-94,880 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 93,576
Change-93,576 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 91,686
Change-91,686 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 90,194
Change-90,194 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 81,279
Change-81,279 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 79,683
Change-79,683 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 75,123
Change-75,123 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 68,254
Change-68,254 (-100%)
Value—
UBS Group AG
N/A
Shares— from 66,957
Change-66,957 (-100%)
Value—
Man Group plc
N/A
Shares— from 65,088
Change-65,088 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 63,566
Change-63,566 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 61,193
Change-61,193 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 57,244
Change-57,244 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 57,100
Change-57,100 (-100%)
Value—
EVR Research LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 45,700
Change-45,700 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 45,318
Change-45,318 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 45,246
Change-45,246 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 44,429
Change-44,429 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 43,895
Change-43,895 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 42,666
Change-42,666 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 42,242
Change-42,242 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 41,656
Change-41,656 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 39,802
Change-39,802 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 38,769
Change-38,769 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 36,326
Change-36,326 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 36,154
Change-36,154 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,614
Change-34,614 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 33,293
Change-33,293 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 32,985
Change-32,985 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 32,923
Change-32,923 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 32,007
Change-32,007 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 30,244
Change-30,244 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 30,154
Change-30,154 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 30,080
Change-30,080 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 29,222
Change-29,222 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 27,919
Change-27,919 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 27,202
Change-27,202 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 25,118
Change-25,118 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 23,434
Change-23,434 (-100%)
Value—
JB Capital Partners LP
N/A
Shares— from 22,277
Change-22,277 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 22,254
Change-22,254 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 21,664
Change-21,664 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 21,551
Change-21,551 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 21,238
Change-21,238 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 18,868
Change-18,868 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 18,675
Change-18,675 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 18,229
Change-18,229 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 16,881
Change-16,881 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 16,365
Change-16,365 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 15,320
Change-15,320 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,043
Change-14,043 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 13,750
Change-13,750 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,031
Change-13,031 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 12,596
Change-12,596 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 12,125
Change-12,125 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,961
Change-9,961 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,267
Change-9,267 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 8,930
Change-8,930 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,307
Change-8,307 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,621
Change-7,621 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Allstate Corp
N/A
Shares— from 6,903
Change-6,903 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,709
Change-3,709 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 807
Change-807 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 755
Change-755 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 392
Change-392 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 205
Change-205 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 131
Change-131 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 128
Change-128 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,275,6712,259,471+16,200+1%$101.7M$87.8M-$13.9M2026-11-04
Allspring Global Investments Holdings, LLC
DECREASED1,419,4841,904,393-484,909-25%$82.4M$54.7M-$27.7M2026-11-04
Geode Capital Management, LLC
DECREASED955,9121,019,286-63,374-6%$45.9M$36.9M-$9.0M2026-11-06
Bank of New York Mellon Corp
DECREASED357,500365,929-8,429-2%$16.5M$13.8M-$2.7M2026-11-05
Creative Planning
INCREASED194,32995,768+98,561+103%$4.3M$7.5M+$3.2M2026-11-02
Russell Investments Group, Ltd.
INCREASED173,98799,171+74,816+75%$4.5M$6.7M+$2.3M2026-11-06
Barclays PLC
INCREASED165,097114,839+50,258+44%$5.2M$6.4M+$1.2M2026-11-06
Kestrel Investment Management Corp
DECREASED139,150149,550-10,400-7%$6.7M$5.4M-$1.4M2026-11-02
Harbor Capital Advisors, Inc.
INCREASED116,47797,011+19,466+20%$4.4M$4.5K-$4.4M2026-10-22
Principal Financial Group Inc
DECREASED64,73678,804-14,068-18%$3.5M$2.5M-$1.1M2026-11-02
Oliver Luxxe Assets LLC
INCREASED54,54454,486+58+0%$2.5M$2.1M-$348.4K2026-10-14
Deutsche Bank Ag\
DECREASED26,88528,949-2,064-7%$1.3M$1.0M-$265.8K2026-11-06
Atria Investments, Inc
DECREASED21,71421,797-830%$981.5K$838.0K-$143.5K2026-10-15
Schneider Downs Wealth Management Advisors, LP
UNCHANGED18,47418,47400%$831.9K$713.0K-$118.9K2026-10-27
Inspire Investing, LLC
INCREASED16,40515,086+1,319+9%$679.3K$633.2K-$46.2K2026-10-22
Counterpoint Mutual Funds LLC
NEW16,244—+16,244——$626.9K—2026-10-16
Thrivent Financial for Lutherans
NEW12,054—+12,054——$465—2026-11-05
Citigroup Inc
DECREASED11,24319,053-7,810-41%$858.0K$433.9K-$424.0K2026-11-04
Ethic Inc.
DECREASED9,85818,666-8,808-47%$840.5K$380.5K-$460.1K2026-11-03
HB Wealth Management, LLC
INCREASED9,2348,136+1,098+14%$366.4K$356.4K-$10.0K2026-10-23
LSV Asset Management
UNCHANGED7,9007,90000%$356.0K$305-$355.7K2026-11-06
Arizona State Retirement System
DECREASED7,8207,845-250%$353.3K$301.8K-$51.4K2026-11-03
Clear Wave Wealth Management LLC
UNCHANGED7,1677,16700%$322.7K$276.6K-$46.1K2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW6,478—+6,478——$249.0K—2026-10-13
Swiss Life Asset Management Ltd
UNCHANGED6,1666,16600%$277.7K$238.0K-$39.7K2026-11-03
Savant Capital, LLC
DECREASED5,4819,369-3,888-41%$379.5K$211.5K-$168.0K2026-11-06
Pictet Asset Management Holding SA
UNCHANGED5,3305,33000%$240.0K$205.7K-$34.3K2026-11-03
Nisa Investment Advisors, LLC
INCREASED3,7182,502+1,216+49%$112.7K$143.5K+$30.8K2026-10-20
Signaturefd, LLC
INCREASED2,149666+1,483+223%$30.0K$82.9K+$53.0K2026-10-23
State of Wyoming
DECREASED1,7705,467-3,697-68%$246.2K$68.3K-$177.9K2026-10-28
State of Alaska, Department of Revenue
DECREASED1,5661,707-141-8%$76$60-$162026-10-15
Versant Capital Management, Inc
INCREASED1,1251,095+30+3%$49.3K$43.4K-$5.9K2026-10-02
Larson Financial Group LLC
NEW1,015—+1,015——$39.2K—2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED66866800%$30.1K$25.8K-$4.3K2026-11-05
Exchange Traded Concepts, LLC
NEW552—+552——$21.3K—2026-10-28
Gamma Investing LLC
INCREASED540388+152+39%$17.5K$20.8K+$3.4K2026-10-08
Sterling Capital Management LLC
DECREASED535554-19-3%$24.9K$20.6K-$4.3K2026-10-22
Rothwell Investment Advisors, LLC
NEW352—+352——$13.6K—2026-11-06
Allworth Financial LP
INCREASED311307+4+1%$13.8K$14.0K+$1802026-11-06
Farther Finance Advisors, LLC
INCREASED267100+167+167%$4.5K$10.3K+$5.8K2026-10-08
Pinnacle Wealth Planning Services, Inc.
UNCHANGED22622600%$10.2K$8.7K-$1.5K2026-10-27
PNC Financial Services Group, Inc.
INCREASED17542+133+317%$1.9K$6.8K+$4.9K2026-11-06
US Bancorp \de\
DECREASED166221-55-25%$10.0K$6.4K-$3.5K2026-11-05
Nykredit A/S
UNCHANGED15115100%$6.8K$5.8K-$9722026-11-06
Cranbrook Wealth Management, LLC
UNCHANGED12112100%$5.5K$4.7K-$7752026-10-28
Root Financial Partners, LLC
NEW102—+102——$3.9K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED9480+14+18%$3.6K$3.6K+$262026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED727200%$3.2K$2.8K-$4632026-11-05
Essential Partners LLC
INCREASED5736+21+58%$1.6K$2.2K+$5792026-10-14
Provenance Wealth Advisors, LLC
NEW47—+47——$1.8K—2026-10-30
Parallel Advisors, LLC
UNCHANGED444400%$2.0K$1.7K-$2832026-11-03
Ascentis Wealth Management, LLC
NEW39—+39——$1.5K—2026-11-03
Assetmark, Inc
DECREASED3957-18-32%$2.6K$1.5K-$1.1K2026-10-21
SJS Investment Consulting Inc.
DECREASED3542-7-17%$1.9K$1.4K-$5412026-10-26
Valued Wealth Advisors LLC
NEW27—+27——$1.0K—2026-11-05
True Wealth Design, LLC
INCREASED1613+3+23%$586$618+$322026-10-13
Covestor Ltd
DECREASED9249-240-96%$12$0-$122026-10-30
Fifth Third Bancorp
DECREASED457-53-93%$2.6K$154-$2.4K2026-11-05
SBI Securities Co., Ltd.
UNCHANGED1100%$45$39-$62026-10-22
Jefferies Financial Group Inc.
CLOSED0981,933-981,933-100%$44.2M$0-$44.2M2026-11-05
Jackson Creek Investment Advisors LLC
CLOSED012,977-12,977-100%$518$0-$5182026-11-04
Bailard, Inc.
CLOSED07,900-7,900-100%$355.7K$0-$355.7K2026-10-13
Bokf, NA
CLOSED06,778-6,778-100%$305.2K$0-$305.2K2026-10-27
Ball & Co Wealth Management Inc.
CLOSED01,003-1,003-100%$45.0K$0-$45.0K2026-11-05
International Assets Investment Management, LLC
CLOSED012-12-100%$519$0-$5192026-11-02
Clearstead Advisors, LLC
CLOSED09-9-100%$407$0-$4072026-11-06
BlackRock, Inc.
N/A—2,530,345-2,530,345-100%$113.9M———
Vanguard Portfolio Management LLC
N/A—1,681,687-1,681,687-100%$75.7M———
Vanguard Capital Management LLC
N/A—1,408,899-1,408,899-100%$63.4M———
Advisory Research Inc
N/A—1,211,587-1,211,587-100%$54.6M———
Permian Investment Partners, LP
N/A—1,165,414-1,165,414-100%$52.5M———
American Century Companies Inc
N/A—1,150,388-1,150,388-100%$51.8M———
Punch & Associates Investment Management, Inc.
N/A—807,292-807,292-100%$36.4M———
State Street Corp
N/A—784,145-784,145-100%$35.3M———
Arrowstreet Capital, Limited Partnership
N/A—579,276-579,276-100%$26.1M———
Nuveen, LLC
N/A—566,498-566,498-100%$25.5M———
Massachusetts Financial Services Co
N/A—543,685-543,685-100%$24.5M———
Two Sigma Investments, LP
N/A—453,425-453,425-100%$20.4M———
Citadel Advisors LLC
N/A—432,376-432,376-100%$19.5M———
Loomis Sayles & Co L P
N/A—430,537-430,537-100%$19.4M———
Charles Schwab Investment Management Inc
N/A—424,865-424,865-100%$19.1M———
Morgan Stanley
N/A—395,385-395,385-100%$17.8M———
Oberweis Asset Management Inc/
N/A—362,000-362,000-100%$16.3M———
First Eagle Investment Management, LLC
N/A—331,556-331,556-100%$14.9M———
First Manhattan Co. Llc.
N/A—329,720-329,720-100%$14.8M———
Jane Street Group, LLC
N/A—319,484-319,484-100%$14.4M———
Bank of America Corp
N/A—309,554-309,554-100%$13.9M———
Kennedy Capital Management LLC
N/A—302,265-302,265-100%$13.6M———
Lord, Abbett & Co. LLC
N/A—285,097-285,097-100%$12.8M———
Northern Trust Corp
N/A—283,632-283,632-100%$12.8M———
Acadian Asset Management LLC
N/A—281,455-281,455-100%$12.7M———
Norges Bank
N/A—244,600-244,600-100%$11.0M———
First Trust Advisors LP
N/A—216,998-216,998-100%$9.8M———
Goldman Sachs Group Inc
N/A—204,456-204,456-100%$9.2M———
D. E. Shaw & Co., Inc.
N/A—199,770-199,770-100%$9.0M———
Vanguard Fiduciary Trust Co
N/A—190,359-190,359-100%$8.6M———
Hotchkis & Wiley Capital Management LLC
N/A—179,133-179,133-100%$8.1M———
SEI Investments Co
N/A—175,345-175,345-100%$7.9M———
Victory Capital Management Inc
N/A—167,996-167,996-100%$7.6M———
FMR LLC
N/A—166,973-166,973-100%$7.5M———
Lazard Asset Management LLC
N/A—141,680-141,680-100%$6.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—103,200-103,200-100%$4.6M———
SG Americas Securities, LLC
N/A—102,237-102,237-100%$4.6M———
Hillsdale Investment Management Inc.
N/A—99,800-99,800-100%$4.5M———
XTX Topco Ltd
N/A—97,046-97,046-100%$4.4M———
Gotham Asset Management, LLC
N/A—94,880-94,880-100%$4.3M———
UBS Asset Management Americas LLC
N/A—93,576-93,576-100%$4.2M———
Bessemer Group Inc
N/A—91,686-91,686-100%$4.1M———
Campbell & Co Investment Adviser LLC
N/A—90,194-90,194-100%$4.1M———
Trexquant Investment LP
N/A—81,279-81,279-100%$3.7M———
Quinn Opportunity Partners LLC
N/A—79,683-79,683-100%$3.6M———
Invesco Ltd.
N/A—75,123-75,123-100%$3.4M———
Tudor Investment Corp ET AL
N/A—68,254-68,254-100%$3.1M———
UBS Group AG
N/A—66,957-66,957-100%$3.0M———
Man Group plc
N/A—65,088-65,088-100%$2.9M———
Lighthouse Investment Partners, LLC
N/A—63,566-63,566-100%$2.9M———
Capital Fund Management S.A.
N/A—61,193-61,193-100%$2.8M———
AQR Capital Management LLC
N/A—57,244-57,244-100%$2.6M———
Swiss National Bank
N/A—57,100-57,100-100%$2.6M———
EVR Research LP
N/A—50,000-50,000-100%$2.3M———
CastleKnight Management LP
N/A—45,700-45,700-100%$2.1M———
Ancora Advisors LLCA
N/A—45,318-45,318-100%$2.0M———
Quantinno Capital Management LP
N/A—45,246-45,246-100%$2.0M———
Millennium Management LLC
N/A—44,429-44,429-100%$2.0M———
Ameriprise Financial Inc
N/A—43,895-43,895-100%$2.0M———
JPMorgan Chase & Co
N/A—42,666-42,666-100%$2.0M———
Jump Financial, LLC
N/A—42,242-42,242-100%$1.9M———
Wells Fargo & Company
N/A—41,656-41,656-100%$1.9M———
Rhumbline Advisers
N/A—39,802-39,802-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—38,769-38,769-100%$1.7M———
HSBC Holdings PLC
N/A—36,326-36,326-100%$1.6M———
Rice Hall James & Associates, LLC
N/A—36,154-36,154-100%$1.6M———
Susquehanna International Group, LLP
N/A—34,614-34,614-100%$1.6M———
Cerity Partners LLC
N/A—33,293-33,293-100%$1.5M———
GSA Capital Partners LLP
N/A—32,985-32,985-100%$1.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—32,923-32,923-100%$1.5M———
California State Teachers Retirement System
N/A—32,007-32,007-100%$1.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—30,244-30,244-100%$1.4M———
Susquehanna Portfolio Strategies, LLC
N/A—30,154-30,154-100%$1.4M———
Alliancebernstein L.P.
N/A—30,080-30,080-100%$1.1M———
Balyasny Asset Management L.P.
N/A—29,222-29,222-100%$1.3M———
Price T Rowe Associates Inc
N/A—27,919-27,919-100%$1.3M———
Qube Research & Technologies Ltd
N/A—27,202-27,202-100%$1.2M———
Vanguard Asset Management, Ltd
N/A—25,118-25,118-100%$1.1M———
Teacher Retirement System of Texas
N/A—23,434-23,434-100%$1.1M———
JB Capital Partners LP
N/A—22,277-22,277-100%$1.0M———
Legal & General Group Plc
N/A—22,254-22,254-100%$1.0M———
Jain Global LLC
N/A—21,664-21,664-100%$975.5K———
Gallagher Fiduciary Advisors, LLC
N/A—21,551-21,551-100%$970.4K———
Inceptionr LLC
N/A—21,238-21,238-100%$956.3K———
EntryPoint Capital, LLC
N/A—18,868-18,868-100%$849.6K———
Ironwood Investment Management LLC
N/A—18,675-18,675-100%$840.9K———
State of Wisconsin Investment Board
N/A—18,229-18,229-100%$820.9K———
Canada Pension Plan Investment Board
N/A—18,000-18,000-100%$810.5K———
MetLife Investment Management, LLC
N/A—16,881-16,881-100%$760.2K———
Mangrove Partners IM, LLC
N/A—16,365-16,365-100%$736.9K———
KLP Kapitalforvaltning AS
N/A—15,600-15,600-100%$702.5K———
Martingale Asset Management L P
N/A—15,320-15,320-100%$689.9K———
Royal Bank of Canada
N/A—14,043-14,043-100%$632.0K———
AdvisorShares Investments LLC
N/A—13,750-13,750-100%$619.2K———
Mariner, LLC
N/A—13,031-13,031-100%$586.8K———
AE Wealth Management LLC
N/A—12,900-12,900-100%$580.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—12,596-12,596-100%$567.2K———
Voya Investment Management LLC
N/A—12,125-12,125-100%$546.0K———
State Board of Administration of Florida Retirement System
N/A—11,844-11,844-100%$533.3K———
Manufacturers Life Insurance Company, the
N/A—11,508-11,508-100%$518.2K———
Next Capital Management LLC
N/A—11,500-11,500-100%$517.8K———
Envestnet Asset Management Inc
N/A—10,676-10,676-100%$480.7K———
Aquatic Capital Management LLC
N/A—10,278-10,278-100%$462.8K———
New York State Common Retirement Fund
N/A—10,050-10,050-100%$452.6K———
Jupiter Topco LLC
N/A—9,961-9,961-100%$448.8K———
Vanguard Global Advisers, LLC
N/A—9,938-9,938-100%$447.5K———
Prelude Capital Management, LLC
N/A—9,900-9,900-100%$445.8K———
Police & Firemen's Retirement System of New Jersey
N/A—9,378-9,378-100%$422.3K———
Prudential Financial Inc
N/A—9,326-9,326-100%$420.0K———
Stifel Financial Corp
N/A—9,267-9,267-100%$417.3K———
Intech Investment Management LLC
N/A—8,930-8,930-100%$402.1K———
United Capital Financial Advisors, LLC
N/A—8,608-8,608-100%$387.6K———
BNP Paribas Financial Markets
N/A—8,307-8,307-100%$374.1K———
Engineers Gate Manager LP
N/A—8,300-8,300-100%$373.7K———
Vanguard Investments Australia, Ltd.
N/A—8,243-8,243-100%$371.2K———
Tidal Investments LLC
N/A—8,202-8,202-100%$369.3K———
Brevan Howard Capital Management LP
N/A—7,944-7,944-100%$357.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,621-7,621-100%$343.2K———
Cornerstone Investment Partners, LLC
N/A—7,381-7,381-100%$332.4K———
Advisory Services Network, LLC
N/A—7,262-7,262-100%$327.0K———
Schonfeld Strategic Advisors LLC
N/A—7,141-7,141-100%$321.6K———
Allstate Corp
N/A—6,903-6,903-100%$310.8K———
Ellevest, Inc.
N/A—6,281-6,281-100%$282.8K———
HighTower Advisors, LLC
N/A—5,503-5,503-100%$247.8K———
Moneta Group Investment Advisors LLC
N/A—5,290-5,290-100%$238.2K———
Cetera Investment Advisers
N/A—5,188-5,188-100%$233.6K———
M&T Bank Corp
N/A—4,929-4,929-100%$221.6K———
Canada Life Assurance Co
N/A—4,655-4,655-100%$209.0K———
Hurricane Capital Advisors LLC
N/A—4,290-4,290-100%$193.2K———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,709-3,709-100%$167.0K———
Steward Partners Investment Advisory, LLC
N/A—3,136-3,136-100%$141.2K———
Rockefeller Capital Management L.P.
N/A—2,756-2,756-100%$124.1K———
LOS Angeles Capital Management LLC
N/A—2,670-2,670-100%$120.2K———
Ameritas Investment Partners, Inc.
N/A—2,493-2,493-100%$112.3K———
Whittier Trust Co
N/A—1,300-1,300-100%$53.7K———
BNP Paribas Asset Management Holding S.A.
N/A—815-815-100%$36.7K———
Tower Research Capital LLC (TRC)
N/A—807-807-100%$36.3K———
Public Employees Retirement System of Ohio
N/A—755-755-100%$34.0K———
Kemnay Advisory Services Inc.
N/A—559-559-100%$25.2K———
Osaic Holdings, Inc.
N/A—392-392-100%$17.7K———
Arax Advisory Partners
N/A—205-205-100%$9.2K———
Rothschild Investment LLC
N/A—150-150-100%$6.8K———
Quantbot Technologies LP
N/A—131-131-100%$5.9K———
Meeder Asset Management Inc
N/A—128-128-100%$5.8K———
Optiver Holding B.V.
N/A—114-114-100%$5.1K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—75-75-100%$3.4K———
Smartleaf Asset Management LLC
N/A—52-52-100%$2.3K———
Global Retirement Partners, LLC
N/A—44-44-100%$2.0K———
Raffa Wealth Management, LLC
N/A—41-41-100%$1.8K———
Investors Portfolio Services LLC
N/A—13-13-100%$585———
Keating Financial Advisory Services, Inc.
N/A—1-1-100%$45———
Showing 217 of 217 institutions