Udemy Inc (UDMY)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

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

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IFP Advisors, Inc

DECREASED

Shares1,427 from 1,558

Change-131 (-8%)

Value$6.6K (-$591)

Filed 2026-07-20

Insight Holdings Group, LLC

CLOSED

Shares0 from 38,032,260

Change-38,032,260 (-100%)

Value$0 (-$175.7M)

Filed 2026-08-14

Caledonia (Private) Investments Pty Ltd

CLOSED

Shares0 from 13,668,374

Change-13,668,374 (-100%)

Value$0 (-$63.1M)

Filed 2026-08-14

BlackRock, Inc.

CLOSED

Shares0 from 7,142,815

Change-7,142,815 (-100%)

Value$0 (-$33.0M)

Filed 2026-08-07

Cypress Point Investment Management LP

CLOSED

Shares0 from 4,589,648

Change-4,589,648 (-100%)

Value$0 (-$21.2M)

Filed 2026-08-13

Vanguard Portfolio Management LLC

CLOSED

Shares0 from 4,344,414

Change-4,344,414 (-100%)

Value$0 (-$20.1M)

Filed 2026-08-13

Westerly Capital Management, LLC

CLOSED

Shares0 from 4,300,000

Change-4,300,000 (-100%)

Value$0 (-$19.9M)

Filed 2026-08-14

Vanguard Capital Management LLC

CLOSED

Shares0 from 4,198,319

Change-4,198,319 (-100%)

Value$0 (-$19.4M)

Filed 2026-08-13

MAK Capital One LLC

CLOSED

Shares0 from 3,658,520

Change-3,658,520 (-100%)

Value$0 (-$16.9M)

Filed 2026-08-14

Goldman Sachs Group Inc

CLOSED

Shares0 from 3,658,498

Change-3,658,498 (-100%)

Value$0 (-$16.9M)

Filed 2026-08-14

Sea Cliff Partners Management, LP

CLOSED

Shares0 from 2,738,200

Change-2,738,200 (-100%)

Value$0 (-$12.7M)

Filed 2026-08-14

UBS Group AG

CLOSED

Shares0 from 2,267,813

Change-2,267,813 (-100%)

Value$0 (-$10.5M)

Filed 2026-08-13

Geode Capital Management, LLC

CLOSED

Shares0 from 2,230,809

Change-2,230,809 (-100%)

Value$0 (-$10.3M)

Filed 2026-08-12

State Street Corp

CLOSED

Shares0 from 2,073,171

Change-2,073,171 (-100%)

Value$0 (-$9.6M)

Filed 2026-09-22

Arrowstreet Capital, Limited Partnership

CLOSED

Shares0 from 1,926,816

Change-1,926,816 (-100%)

Value$0 (-$8.9M)

Filed 2026-08-13

Soros Fund Management LLC

CLOSED

Shares0 from 1,921,574

Change-1,921,574 (-100%)

Value$0 (-$8.9M)

Filed 2026-08-14

Citigroup Inc

CLOSED

Shares0 from 1,827,055

Change-1,827,055 (-100%)

Value$0 (-$8.4M)

Filed 2026-08-03

AQR Arbitrage LLC

CLOSED

Shares0 from 1,693,281

Change-1,693,281 (-100%)

Value$0 (-$7.8M)

Filed 2026-08-14

Assenagon Asset Management S.A.

CLOSED

Shares0 from 1,499,401

Change-1,499,401 (-100%)

Value$0 (-$6.9M)

Filed 2026-08-21

Millennium Management LLC

CLOSED

Shares0 from 1,452,529

Change-1,452,529 (-100%)

Value$0 (-$6.7M)

Filed 2026-08-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 1,395,503

Change-1,395,503 (-100%)

Value$0 (-$6.4M)

Filed 2026-08-14

Dimensional Fund Advisors LP

CLOSED

Shares0 from 1,389,814

Change-1,389,814 (-100%)

Value$0 (-$6.4M)

Filed 2026-08-11

Invenomic Capital Management LP

CLOSED

Shares0 from 1,386,098

Change-1,386,098 (-100%)

Value$0 (-$6.4M)

Filed 2026-08-14

Pale Fire Capital SE

CLOSED

Shares0 from 1,307,141

Change-1,307,141 (-100%)

Value$0 (-$6.0M)

Filed 2026-08-13

Allianz Asset Management GmbH

CLOSED

Shares0 from 1,234,200

Change-1,234,200 (-100%)

Value$0 (-$5.7M)

Filed 2026-09-02

Alpine Associates Management Inc.

CLOSED

Shares0 from 1,187,402

Change-1,187,402 (-100%)

Value$0 (-$5.5M)

Filed 2026-08-06

AQR Capital Management LLC

CLOSED

Shares0 from 1,095,065

Change-1,095,065 (-100%)

Value$0 (-$5.1M)

Filed 2026-08-14

Squarepoint Ops LLC

CLOSED

Shares0 from 1,035,168

Change-1,035,168 (-100%)

Value$0 (-$4.8M)

Filed 2026-08-14

Alliancebernstein L.P.

CLOSED

Shares0 from 844,168

Change-844,168 (-100%)

Value$0 (-$4.9M)

Filed 2026-08-14

Northern Trust Corp

CLOSED

Shares0 from 812,895

Change-812,895 (-100%)

Value$0 (-$3.8M)

Filed 2026-08-13

OP Asset Management Ltd

CLOSED

Shares0 from 793,371

Change-793,371 (-100%)

Value$0 (-$3.7M)

Filed 2026-07-28

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 754,217

Change-754,217 (-100%)

Value$0 (-$3.5M)

Filed 2026-08-14

Magnetar Financial LLC

CLOSED

Shares0 from 596,969

Change-596,969 (-100%)

Value$0 (-$2.8M)

Filed 2026-08-14

Pacer Advisors, Inc.

CLOSED

Shares0 from 551,512

Change-551,512 (-100%)

Value$0 (-$2.5K)

Filed 2026-08-13

Wellington Management Group LLP

CLOSED

Shares0 from 496,010

Change-496,010 (-100%)

Value$0 (-$2.3M)

Filed 2026-08-14

Morgan Stanley

CLOSED

Shares0 from 494,906

Change-494,906 (-100%)

Value$0 (-$2.3M)

Filed 2026-08-13

Bank of New York Mellon Corp

CLOSED

Shares0 from 373,857

Change-373,857 (-100%)

Value$0 (-$1.7M)

Filed 2026-08-06

Victory Capital Management Inc

CLOSED

Shares0 from 372,246

Change-372,246 (-100%)

Value$0 (-$1.7M)

Filed 2026-08-07

Absolute Gestao de Investimentos Ltda.

CLOSED

Shares0 from 357,200

Change-357,200 (-100%)

Value$0 (-$1.7M)

Filed 2026-08-25

Quantinno Capital Management LP

CLOSED

Shares0 from 353,183

Change-353,183 (-100%)

Value$0 (-$1.6M)

Filed 2026-08-13

Franklin Resources Inc

CLOSED

Shares0 from 347,762

Change-347,762 (-100%)

Value$0 (-$1.6M)

Filed 2026-08-13

Bank of America Corp

CLOSED

Shares0 from 324,514

Change-324,514 (-100%)

Value$0 (-$1.5M)

Filed 2026-08-14

Renaissance Technologies LLC

CLOSED

Shares0 from 311,901

Change-311,901 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-13

Ameriprise Financial Inc

CLOSED

Shares0 from 296,356

Change-296,356 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-14

Empowered Funds, LLC

CLOSED

Shares0 from 283,734

Change-283,734 (-100%)

Value$0 (-$1.3M)

Filed 2026-08-17

Natixis

CLOSED

Shares0 from 274,500

Change-274,500 (-100%)

Value$0 (-$1.3M)

Filed 2026-08-13

Invesco Ltd.

CLOSED

Shares0 from 244,444

Change-244,444 (-100%)

Value$0 (-$1.1M)

Filed 2026-08-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 214,077

Change-214,077 (-100%)

Value$0 (-$989.0K)

Filed 2026-08-14

Qube Research & Technologies Ltd

CLOSED

Shares0 from 209,342

Change-209,342 (-100%)

Value$0 (-$967.2K)

Filed 2026-08-14

ABC Arbitrage SA

CLOSED

Shares0 from 205,352

Change-205,352 (-100%)

Value$0 (-$948.7K)

Filed 2026-07-20

Swiss National Bank

CLOSED

Shares0 from 200,100

Change-200,100 (-100%)

Value$0 (-$924.5K)

Filed 2026-08-11

Polar Asset Management Partners Inc.

CLOSED

Shares0 from 192,654

Change-192,654 (-100%)

Value$0 (-$890.1K)

Filed 2026-08-14

IEQ Capital, LLC

CLOSED

Shares0 from 189,711

Change-189,711 (-100%)

Value$0 (-$876.5K)

Filed 2026-08-11

Creative Planning

CLOSED

Shares0 from 189,365

Change-189,365 (-100%)

Value$0 (-$874.9K)

Filed 2026-08-13

Principal Financial Group Inc

CLOSED

Shares0 from 186,453

Change-186,453 (-100%)

Value$0 (-$861.4K)

Filed 2026-08-04

Nuveen, LLC

CLOSED

Shares0 from 185,402

Change-185,402 (-100%)

Value$0 (-$856.6K)

Filed 2026-08-11

Credit Industriel ET Commercial

CLOSED

Shares0 from 183,000

Change-183,000 (-100%)

Value$0 (-$845.5K)

Filed 2026-07-24

New York Life Investment Management LLC

CLOSED

Shares0 from 176,440

Change-176,440 (-100%)

Value$0 (-$815.2K)

Filed 2026-08-10

UBS Asset Management Americas LLC

CLOSED

Shares0 from 175,454

Change-175,454 (-100%)

Value$0 (-$810.6K)

Filed 2026-08-13

Janney Montgomery Scott LLC

CLOSED

Shares0 from 169,615

Change-169,615 (-100%)

Value$0 (-$784)

Filed 2026-08-05

Transmarket Holdings LP

CLOSED

Shares0 from 168,353

Change-168,353 (-100%)

Value$0 (-$777.8K)

Filed 2026-07-21

Citadel Advisors LLC

CLOSED

Shares0 from 162,309

Change-162,309 (-100%)

Value$0 (-$749.9K)

Filed 2026-09-02

Sagefield Capital LP

CLOSED

Shares0 from 158,226

Change-158,226 (-100%)

Value$0 (-$731.0K)

Filed 2026-08-14

JPMorgan Chase & Co

CLOSED

Shares0 from 154,914

Change-154,914 (-100%)

Value$0 (-$706.4K)

Filed 2026-08-12

Water Island Capital LLC

CLOSED

Shares0 from 139,335

Change-139,335 (-100%)

Value$0 (-$643.7K)

Filed 2026-08-14

Engineers Gate Manager LP

CLOSED

Shares0 from 129,597

Change-129,597 (-100%)

Value$0 (-$598.7K)

Filed 2026-08-14

Harvest Management LLC

CLOSED

Shares0 from 129,000

Change-129,000 (-100%)

Value$0 (-$596.0K)

Filed 2026-08-14

Oxford Asset Management LLP

CLOSED

Shares0 from 127,625

Change-127,625 (-100%)

Value$0 (-$589.6K)

Filed 2026-08-14

Algert Global LLC

CLOSED

Shares0 from 119,042

Change-119,042 (-100%)

Value$0 (-$550.0K)

Filed 2026-08-13

Rhumbline Advisers

CLOSED

Shares0 from 115,808

Change-115,808 (-100%)

Value$0 (-$535.0K)

Filed 2026-08-12

Summit Trail Advisors, LLC

CLOSED

Shares0 from 114,709

Change-114,709 (-100%)

Value$0 (-$530.0K)

Filed 2026-08-11

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 110,767

Change-110,767 (-100%)

Value$0 (-$511.7K)

Filed 2026-07-14

Mariner, LLC

CLOSED

Shares0 from 104,388

Change-104,388 (-100%)

Value$0 (-$482.2K)

Filed 2026-08-13

Kryger Capital LLC

CLOSED

Shares0 from 99,277

Change-99,277 (-100%)

Value$0 (-$458.7K)

Filed 2026-08-14

State of Tennessee, Department of Treasury

CLOSED

Shares0 from 96,182

Change-96,182 (-100%)

Value$0 (-$444.4K)

Filed 2026-08-14

Canada Pension Plan Investment Board

CLOSED

Shares0 from 91,000

Change-91,000 (-100%)

Value$0 (-$420.4K)

Filed 2026-08-14

Deutsche Bank Ag\

CLOSED

Shares0 from 88,897

Change-88,897 (-100%)

Value$0 (-$410.7K)

Filed 2026-08-07

Legal & General Group Plc

CLOSED

Shares0 from 84,469

Change-84,469 (-100%)

Value$0 (-$390.2K)

Filed 2026-08-14

Barclays PLC

CLOSED

Shares0 from 83,154

Change-83,154 (-100%)

Value$0 (-$384.2K)

Filed 2026-08-14

Utah Retirement Systems

CLOSED

Shares0 from 82,450

Change-82,450 (-100%)

Value$0 (-$380.9K)

Filed 2026-08-14

Man Group plc

CLOSED

Shares0 from 78,789

Change-78,789 (-100%)

Value$0 (-$364.0K)

Filed 2026-08-14

California State Teachers Retirement System

CLOSED

Shares0 from 76,732

Change-76,732 (-100%)

Value$0 (-$354.5K)

Filed 2026-08-24

Corient Private Wealth LP

CLOSED

Shares0 from 68,219

Change-68,219 (-100%)

Value$0 (-$315.1K)

Filed 2026-08-27

Strs Ohio

CLOSED

Shares0 from 68,100

Change-68,100 (-100%)

Value$0 (-$314.6K)

Filed 2026-07-30

Cerity Partners LLC

CLOSED

Shares0 from 67,372

Change-67,372 (-100%)

Value$0 (-$311.3K)

Filed 2026-08-14

Price T Rowe Associates Inc

CLOSED

Shares0 from 66,041

Change-66,041 (-100%)

Value$0 (-$306)

Filed 2026-08-14

CSS LLC

CLOSED

Shares0 from 63,000

Change-63,000 (-100%)

Value$0 (-$291.1K)

Filed 2026-08-14

Mercer Global Advisors Inc

CLOSED

Shares0 from 50,150

Change-50,150 (-100%)

Value$0 (-$231.7K)

Filed 2026-08-19

Murchinson Ltd.

CLOSED

Shares0 from 47,500

Change-47,500 (-100%)

Value$0 (-$219.5K)

Filed 2026-08-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 46,855

Change-46,855 (-100%)

Value$0 (-$216.5K)

Filed 2026-08-10

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 46,351

Change-46,351 (-100%)

Value$0 (-$216.9K)

Filed 2026-07-15

Balyasny Asset Management L.P.

CLOSED

Shares0 from 45,676

Change-45,676 (-100%)

Value$0 (-$211.0K)

Filed 2026-08-14

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 44,249

Change-44,249 (-100%)

Value$0 (-$204.4K)

Filed 2026-08-14

MetLife Investment Management, LLC

CLOSED

Shares0 from 42,841

Change-42,841 (-100%)

Value$0 (-$197.9K)

Filed 2026-08-14

Aquatic Capital Management LLC

CLOSED

Shares0 from 42,333

Change-42,333 (-100%)

Value$0 (-$195.6K)

Filed 2026-08-14

Verition Fund Management LLC

CLOSED

Shares0 from 38,347

Change-38,347 (-100%)

Value$0 (-$177.2K)

Filed 2026-08-14

Guggenheim Capital LLC

CLOSED

Shares0 from 38,249

Change-38,249 (-100%)

Value$0 (-$176.7K)

Filed 2026-08-12

Quantbot Technologies LP

CLOSED

Shares0 from 37,695

Change-37,695 (-100%)

Value$0 (-$174.2K)

Filed 2026-08-12

Swiss Life Asset Management Ltd

CLOSED

Shares0 from 36,376

Change-36,376 (-100%)

Value$0 (-$168.1K)

Filed 2026-07-29

Wells Fargo & Company

CLOSED

Shares0 from 34,263

Change-34,263 (-100%)

Value$0 (-$158.3K)

Filed 2026-08-14

Bluefin Capital Management, LLC

CLOSED

Shares0 from 34,186

Change-34,186 (-100%)

Value$0 (-$157.9K)

Filed 2026-08-14

EP Wealth Advisors, LLC

CLOSED

Shares0 from 30,879

Change-30,879 (-100%)

Value$0 (-$142.7K)

Filed 2026-08-12

Arizona State Retirement System

CLOSED

Shares0 from 27,773

Change-27,773 (-100%)

Value$0 (-$128.3K)

Filed 2026-08-07

New York State Common Retirement Fund

CLOSED

Shares0 from 27,138

Change-27,138 (-100%)

Value$0 (-$125.4K)

Filed 2026-07-29

Police & Firemen's Retirement System of New Jersey

CLOSED

Shares0 from 26,835

Change-26,835 (-100%)

Value$0 (-$124.0K)

Filed 2026-07-23

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 26,209

Change-26,209 (-100%)

Value$0 (-$121.1K)

Filed 2026-09-09

Stoneridge Investment Partners LLC

CLOSED

Shares0 from 24,654

Change-24,654 (-100%)

Value$0 (-$114)

Filed 2026-08-06

State Board of Administration of Florida Retirement System

CLOSED

Shares0 from 24,610

Change-24,610 (-100%)

Value$0 (-$113.7K)

Filed 2026-08-10

Stifel Financial Corp

CLOSED

Shares0 from 23,721

Change-23,721 (-100%)

Value$0 (-$109.6K)

Filed 2026-08-12

SG Americas Securities, LLC

CLOSED

Shares0 from 22,855

Change-22,855 (-100%)

Value$0 (-$106)

Filed 2026-08-07

KLP Kapitalforvaltning AS

CLOSED

Shares0 from 22,300

Change-22,300 (-100%)

Value$0 (-$103.0K)

Filed 2026-08-12

CenterBook Partners LP

CLOSED

Shares0 from 21,737

Change-21,737 (-100%)

Value$0 (-$100.4K)

Filed 2026-08-11

Intech Investment Management LLC

CLOSED

Shares0 from 21,634

Change-21,634 (-100%)

Value$0 (-$99.9K)

Filed 2026-08-10

BNP Paribas Financial Markets

CLOSED

Shares0 from 21,214

Change-21,214 (-100%)

Value$0 (-$98.0K)

Filed 2026-08-13

SVB Wealth LLC

CLOSED

Shares0 from 19,531

Change-19,531 (-100%)

Value$0 (-$90.2K)

Filed 2026-07-17

Evergreen Capital Management LLC

CLOSED

Shares0 from 17,766

Change-17,766 (-100%)

Value$0 (-$82.1K)

Filed 2026-07-23

Peak6 LLC

CLOSED

Shares0 from 17,740

Change-17,740 (-100%)

Value$0 (-$82.0K)

Filed 2026-08-13

HighTower Advisors, LLC

CLOSED

Shares0 from 17,622

Change-17,622 (-100%)

Value$0 (-$81.4K)

Filed 2026-08-26

Captrust Financial Advisors

CLOSED

Shares0 from 17,120

Change-17,120 (-100%)

Value$0 (-$79.1K)

Filed 2026-08-13

Voya Investment Management LLC

CLOSED

Shares0 from 17,006

Change-17,006 (-100%)

Value$0 (-$78.6K)

Filed 2026-08-12

Simplex Trading, LLC

CLOSED

Shares0 from 16,797

Change-16,797 (-100%)

Value$0 (-$77.6K)

Filed 2026-08-12

Focus Partners Wealth

CLOSED

Shares0 from 15,750

Change-15,750 (-100%)

Value$0 (-$72.8K)

Filed 2026-08-12

Two Sigma Investments, LP

CLOSED

Shares0 from 15,400

Change-15,400 (-100%)

Value$0 (-$71.1K)

Filed 2026-08-14

American Century Companies Inc

CLOSED

Shares0 from 15,163

Change-15,163 (-100%)

Value$0 (-$70.1K)

Filed 2026-08-12

Brighton Jones LLC

CLOSED

Shares0 from 14,999

Change-14,999 (-100%)

Value$0 (-$69.3K)

Filed 2026-08-11

Inscription Capital, LLC

CLOSED

Shares0 from 14,664

Change-14,664 (-100%)

Value$0 (-$67.7K)

Filed 2026-08-13

Prudential Financial Inc

CLOSED

Shares0 from 14,660

Change-14,660 (-100%)

Value$0 (-$67.7K)

Filed 2026-08-12

Merit Financial Group, LLC

CLOSED

Shares0 from 14,324

Change-14,324 (-100%)

Value$0 (-$66.2K)

Filed 2026-07-20

Winton Group Ltd

CLOSED

Shares0 from 14,200

Change-14,200 (-100%)

Value$0 (-$65.6K)

Filed 2026-08-07

Zurcher Kantonalbank (Zurich Cantonalbank)

CLOSED

Shares0 from 13,903

Change-13,903 (-100%)

Value$0 (-$64.2K)

Filed 2026-08-12

ProShare Advisors LLC

CLOSED

Shares0 from 13,681

Change-13,681 (-100%)

Value$0 (-$63.2K)

Filed 2026-08-11

Pallas Capital Advisors LLC

CLOSED

Shares0 from 13,532

Change-13,532 (-100%)

Value$0 (-$62.5K)

Filed 2026-08-07

Teacher Retirement System of Texas

CLOSED

Shares0 from 13,215

Change-13,215 (-100%)

Value$0 (-$61.1K)

Filed 2026-08-14

Amundi

CLOSED

Shares0 from 12,652

Change-12,652 (-100%)

Value$0 (-$58.5K)

Filed 2026-08-26

Focus Partners Advisor Solutions, LLC

CLOSED

Shares0 from 12,571

Change-12,571 (-100%)

Value$0 (-$58.1K)

Filed 2026-08-06

Royce & Associates LP

CLOSED

Shares0 from 12,016

Change-12,016 (-100%)

Value$0 (-$55.5K)

Filed 2026-08-14

Vanguard Personalized Indexing Management, LLC

CLOSED

Shares0 from 10,247

Change-10,247 (-100%)

Value$0 (-$47.3K)

Filed 2026-08-11

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 9,484

Change-9,484 (-100%)

Value$0 (-$43.8K)

Filed 2026-08-11

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 9,103

Change-9,103 (-100%)

Value$0 (-$42.1K)

Filed 2026-08-13

New York State Teachers Retirement System

CLOSED

Shares0 from 8,781

Change-8,781 (-100%)

Value$0 (-$41)

Filed 2026-07-23

Osaic Holdings, Inc.

CLOSED

Shares0 from 8,121

Change-8,121 (-100%)

Value$0 (-$37.5K)

Filed 2026-08-14

State of Alaska, Department of Revenue

CLOSED

Shares0 from 8,028

Change-8,028 (-100%)

Value$0 (-$37)

Filed 2026-07-20

Russell Investments Group, Ltd.

CLOSED

Shares0 from 7,777

Change-7,777 (-100%)

Value$0 (-$35.9K)

Filed 2026-08-06

SBI Securities Co., Ltd.

CLOSED

Shares0 from 6,610

Change-6,610 (-100%)

Value$0 (-$30.5K)

Filed 2026-07-23

Larson Financial Group LLC

CLOSED

Shares0 from 5,495

Change-5,495 (-100%)

Value$0 (-$25.4K)

Filed 2026-08-14

Essential Partners LLC

CLOSED

Shares0 from 5,439

Change-5,439 (-100%)

Value$0 (-$25.1K)

Filed 2026-08-10

FMR LLC

CLOSED

Shares0 from 5,378

Change-5,378 (-100%)

Value$0 (-$24.8K)

Filed 2026-08-13

Covestor Ltd

CLOSED

Shares0 from 5,002

Change-5,002 (-100%)

Value$0 (-$23)

Filed 2026-08-07

Gamma Investing LLC

CLOSED

Shares0 from 4,711

Change-4,711 (-100%)

Value$0 (-$21.8K)

Filed 2026-07-07

Allworth Financial LP

CLOSED

Shares0 from 4,490

Change-4,490 (-100%)

Value$0 (-$20.7K)

Filed 2026-08-11

Versant Capital Management, Inc

CLOSED

Shares0 from 4,415

Change-4,415 (-100%)

Value$0 (-$20.4K)

Filed 2026-07-02

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 2,328

Change-2,328 (-100%)

Value$0 (-$10.8K)

Filed 2026-07-24

Clearstead Advisors, LLC

CLOSED

Shares0 from 2,266

Change-2,266 (-100%)

Value$0 (-$10.5K)

Filed 2026-08-06

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 1,188

Change-1,188 (-100%)

Value$0 (-$5.5K)

Filed 2026-08-13

Summit Securities Group LLC

CLOSED

Shares0 from 1,151

Change-1,151 (-100%)

Value$0 (-$5.3K)

Filed 2026-08-03

Arax Advisory Partners

CLOSED

Shares0 from 1,020

Change-1,020 (-100%)

Value$0 (-$4.7K)

Filed 2026-08-10

Farther Finance Advisors, LLC

CLOSED

Shares0 from 939

Change-939 (-100%)

Value$0 (-$4.3K)

Filed 2026-07-17

Rothschild Investment LLC

CLOSED

Shares0 from 813

Change-813 (-100%)

Value$0 (-$3.8K)

Filed 2026-08-06

Cornerstone Planning Group LLC

CLOSED

Shares0 from 745

Change-745 (-100%)

Value$0 (-$3.5K)

Filed 2026-07-29

Signaturefd, LLC

CLOSED

Shares0 from 727

Change-727 (-100%)

Value$0 (-$3.4K)

Filed 2026-07-24

Royal Bank of Canada

CLOSED

Shares0 from 714

Change-714 (-100%)

Value$0 (-$3.0K)

Filed 2026-08-14

Optiver Holding B.V.

CLOSED

Shares0 from 696

Change-696 (-100%)

Value$0 (-$3.2K)

Filed 2026-08-12

Sterling Capital Management LLC

CLOSED

Shares0 from 613

Change-613 (-100%)

Value$0 (-$2.8K)

Filed 2026-07-28

Parallel Advisors, LLC

CLOSED

Shares0 from 524

Change-524 (-100%)

Value$0 (-$2.4K)

Filed 2026-08-05

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 506

Change-506 (-100%)

Value$0 (-$2.3K)

Filed 2026-08-13

True Wealth Design, LLC

CLOSED

Shares0 from 462

Change-462 (-100%)

Value$0 (-$2.1K)

Filed 2026-07-16

US Bancorp \de\

CLOSED

Shares0 from 387

Change-387 (-100%)

Value$0 (-$1.8K)

Filed 2026-08-12

LOS Angeles Capital Management LLC

CLOSED

Shares0 from 372

Change-372 (-100%)

Value$0 (-$1.7K)

Filed 2026-08-13

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 366

Change-366 (-100%)

Value$0 (-$1.7K)

Filed 2026-08-07

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$1.6K)

Filed 2026-08-05

Root Financial Partners, LLC

CLOSED

Shares0 from 327

Change-327 (-100%)

Value$0 (-$1.5K)

Filed 2026-07-29

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 272

Change-272 (-100%)

Value$0 (-$1.3K)

Filed 2026-08-10

Kilter Group LLC

CLOSED

Shares0 from 265

Change-265 (-100%)

Value$0 (-$1.2K)

Filed 2026-08-11

Jones Financial Companies Lllp

CLOSED

Shares0 from 229

Change-229 (-100%)

Value$0 (-$998)

Filed 2026-08-14

Bare Financial Services, Inc

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$947)

Filed 2026-07-27

Quadrant Capital Group LLC

CLOSED

Shares0 from 184

Change-184 (-100%)

Value$0 (-$851)

Filed 2026-08-14

MAI Capital Management

CLOSED

Shares0 from 167

Change-167 (-100%)

Value$0 (-$772)

Filed 2026-08-14

Parkside Financial Bank & Trust

CLOSED

Shares0 from 125

Change-125 (-100%)

Value$0 (-$578)

Filed 2026-09-04

Bell Investment Advisors, Inc

CLOSED

Shares0 from 106

Change-106 (-100%)

Value$0 (-$490)

Filed 2026-08-07

SJS Investment Consulting Inc.

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$292)

Filed 2026-07-22

Stone House Investment Management, LLC

CLOSED

Shares0 from 57

Change-57 (-100%)

Value$0 (-$263)

Filed 2026-08-05

Wealth Preservation Advisors, LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$120)

Filed 2026-08-14

Advisory Services Network, LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$97)

Filed 2026-08-12

National Bank of Canada

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$51)

Filed 2026-08-10

Keating Financial Advisory Services, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$46)

Filed 2026-08-11

Dunhill Financial, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$12)

Filed 2026-08-07

Hughes Financial Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$5)

Filed 2026-07-20

CWM, LLC

N/A

Shares— from 85,008

Change-85,008 (-100%)

Value—

Henderson Group PLC

N/A

Shares— from 64,138

Change-64,138 (-100%)

Value—

Sunbelt Securities, Inc.

N/A

Shares— from 55

Change-55 (-100%)

Value—

Vanguard Group Inc

N/A

Shares— from 0

Change0

Value—

	Status
IFP Advisors, Inc	DECREASED	1,427	1,558	-131	-8%	$7.2K	$6.6K	-$591	2026-07-20
Insight Holdings Group, LLC	CLOSED	0	38,032,260	-38,032,260	-100%	$175.7M	$0	-$175.7M	2026-08-14
Caledonia (Private) Investments Pty Ltd	CLOSED	0	13,668,374	-13,668,374	-100%	$63.1M	$0	-$63.1M	2026-08-14
BlackRock, Inc.	CLOSED	0	7,142,815	-7,142,815	-100%	$33.0M	$0	-$33.0M	2026-08-07
Cypress Point Investment Management LP	CLOSED	0	4,589,648	-4,589,648	-100%	$21.2M	$0	-$21.2M	2026-08-13
Vanguard Portfolio Management LLC	CLOSED	0	4,344,414	-4,344,414	-100%	$20.1M	$0	-$20.1M	2026-08-13
Westerly Capital Management, LLC	CLOSED	0	4,300,000	-4,300,000	-100%	$19.9M	$0	-$19.9M	2026-08-14
Vanguard Capital Management LLC	CLOSED	0	4,198,319	-4,198,319	-100%	$19.4M	$0	-$19.4M	2026-08-13
MAK Capital One LLC	CLOSED	0	3,658,520	-3,658,520	-100%	$16.9M	$0	-$16.9M	2026-08-14
Goldman Sachs Group Inc	CLOSED	0	3,658,498	-3,658,498	-100%	$16.9M	$0	-$16.9M	2026-08-14
Sea Cliff Partners Management, LP	CLOSED	0	2,738,200	-2,738,200	-100%	$12.7M	$0	-$12.7M	2026-08-14
UBS Group AG	CLOSED	0	2,267,813	-2,267,813	-100%	$10.5M	$0	-$10.5M	2026-08-13
Geode Capital Management, LLC	CLOSED	0	2,230,809	-2,230,809	-100%	$10.3M	$0	-$10.3M	2026-08-12
State Street Corp	CLOSED	0	2,073,171	-2,073,171	-100%	$9.6M	$0	-$9.6M	2026-09-22
Arrowstreet Capital, Limited Partnership	CLOSED	0	1,926,816	-1,926,816	-100%	$8.9M	$0	-$8.9M	2026-08-13
Soros Fund Management LLC	CLOSED	0	1,921,574	-1,921,574	-100%	$8.9M	$0	-$8.9M	2026-08-14
Citigroup Inc	CLOSED	0	1,827,055	-1,827,055	-100%	$8.4M	$0	-$8.4M	2026-08-03
AQR Arbitrage LLC	CLOSED	0	1,693,281	-1,693,281	-100%	$7.8M	$0	-$7.8M	2026-08-14
Assenagon Asset Management S.A.	CLOSED	0	1,499,401	-1,499,401	-100%	$6.9M	$0	-$6.9M	2026-08-21
Millennium Management LLC	CLOSED	0	1,452,529	-1,452,529	-100%	$6.7M	$0	-$6.7M	2026-08-14
D. E. Shaw & Co., Inc.	CLOSED	0	1,395,503	-1,395,503	-100%	$6.4M	$0	-$6.4M	2026-08-14
Dimensional Fund Advisors LP	CLOSED	0	1,389,814	-1,389,814	-100%	$6.4M	$0	-$6.4M	2026-08-11
Invenomic Capital Management LP	CLOSED	0	1,386,098	-1,386,098	-100%	$6.4M	$0	-$6.4M	2026-08-14
Pale Fire Capital SE	CLOSED	0	1,307,141	-1,307,141	-100%	$6.0M	$0	-$6.0M	2026-08-13
Allianz Asset Management GmbH	CLOSED	0	1,234,200	-1,234,200	-100%	$5.7M	$0	-$5.7M	2026-09-02
Alpine Associates Management Inc.	CLOSED	0	1,187,402	-1,187,402	-100%	$5.5M	$0	-$5.5M	2026-08-06
AQR Capital Management LLC	CLOSED	0	1,095,065	-1,095,065	-100%	$5.1M	$0	-$5.1M	2026-08-14
Squarepoint Ops LLC	CLOSED	0	1,035,168	-1,035,168	-100%	$4.8M	$0	-$4.8M	2026-08-14
Alliancebernstein L.P.	CLOSED	0	844,168	-844,168	-100%	$4.9M	$0	-$4.9M	2026-08-14
Northern Trust Corp	CLOSED	0	812,895	-812,895	-100%	$3.8M	$0	-$3.8M	2026-08-13
OP Asset Management Ltd	CLOSED	0	793,371	-793,371	-100%	$3.7M	$0	-$3.7M	2026-07-28
Charles Schwab Investment Management Inc	CLOSED	0	754,217	-754,217	-100%	$3.5M	$0	-$3.5M	2026-08-14
Magnetar Financial LLC	CLOSED	0	596,969	-596,969	-100%	$2.8M	$0	-$2.8M	2026-08-14
Pacer Advisors, Inc.	CLOSED	0	551,512	-551,512	-100%	$2.5K	$0	-$2.5K	2026-08-13
Wellington Management Group LLP	CLOSED	0	496,010	-496,010	-100%	$2.3M	$0	-$2.3M	2026-08-14
Morgan Stanley	CLOSED	0	494,906	-494,906	-100%	$2.3M	$0	-$2.3M	2026-08-13
Bank of New York Mellon Corp	CLOSED	0	373,857	-373,857	-100%	$1.7M	$0	-$1.7M	2026-08-06
Victory Capital Management Inc	CLOSED	0	372,246	-372,246	-100%	$1.7M	$0	-$1.7M	2026-08-07
Absolute Gestao de Investimentos Ltda.	CLOSED	0	357,200	-357,200	-100%	$1.7M	$0	-$1.7M	2026-08-25
Quantinno Capital Management LP	CLOSED	0	353,183	-353,183	-100%	$1.6M	$0	-$1.6M	2026-08-13
Franklin Resources Inc	CLOSED	0	347,762	-347,762	-100%	$1.6M	$0	-$1.6M	2026-08-13
Bank of America Corp	CLOSED	0	324,514	-324,514	-100%	$1.5M	$0	-$1.5M	2026-08-14
Renaissance Technologies LLC	CLOSED	0	311,901	-311,901	-100%	$1.4M	$0	-$1.4M	2026-08-13
Ameriprise Financial Inc	CLOSED	0	296,356	-296,356	-100%	$1.4M	$0	-$1.4M	2026-08-14
Empowered Funds, LLC	CLOSED	0	283,734	-283,734	-100%	$1.3M	$0	-$1.3M	2026-08-17
Natixis	CLOSED	0	274,500	-274,500	-100%	$1.3M	$0	-$1.3M	2026-08-13
Invesco Ltd.	CLOSED	0	244,444	-244,444	-100%	$1.1M	$0	-$1.1M	2026-08-14
Susquehanna International Group, LLP	CLOSED	0	214,077	-214,077	-100%	$989.0K	$0	-$989.0K	2026-08-14
Qube Research & Technologies Ltd	CLOSED	0	209,342	-209,342	-100%	$967.2K	$0	-$967.2K	2026-08-14
ABC Arbitrage SA	CLOSED	0	205,352	-205,352	-100%	$948.7K	$0	-$948.7K	2026-07-20
Swiss National Bank	CLOSED	0	200,100	-200,100	-100%	$924.5K	$0	-$924.5K	2026-08-11
Polar Asset Management Partners Inc.	CLOSED	0	192,654	-192,654	-100%	$890.1K	$0	-$890.1K	2026-08-14
IEQ Capital, LLC	CLOSED	0	189,711	-189,711	-100%	$876.5K	$0	-$876.5K	2026-08-11
Creative Planning	CLOSED	0	189,365	-189,365	-100%	$874.9K	$0	-$874.9K	2026-08-13
Principal Financial Group Inc	CLOSED	0	186,453	-186,453	-100%	$861.4K	$0	-$861.4K	2026-08-04
Nuveen, LLC	CLOSED	0	185,402	-185,402	-100%	$856.6K	$0	-$856.6K	2026-08-11
Credit Industriel ET Commercial	CLOSED	0	183,000	-183,000	-100%	$845.5K	$0	-$845.5K	2026-07-24
New York Life Investment Management LLC	CLOSED	0	176,440	-176,440	-100%	$815.2K	$0	-$815.2K	2026-08-10
UBS Asset Management Americas LLC	CLOSED	0	175,454	-175,454	-100%	$810.6K	$0	-$810.6K	2026-08-13
Janney Montgomery Scott LLC	CLOSED	0	169,615	-169,615	-100%	$784	$0	-$784	2026-08-05
Transmarket Holdings LP	CLOSED	0	168,353	-168,353	-100%	$777.8K	$0	-$777.8K	2026-07-21
Citadel Advisors LLC	CLOSED	0	162,309	-162,309	-100%	$749.9K	$0	-$749.9K	2026-09-02
Sagefield Capital LP	CLOSED	0	158,226	-158,226	-100%	$731.0K	$0	-$731.0K	2026-08-14
JPMorgan Chase & Co	CLOSED	0	154,914	-154,914	-100%	$706.4K	$0	-$706.4K	2026-08-12
Water Island Capital LLC	CLOSED	0	139,335	-139,335	-100%	$643.7K	$0	-$643.7K	2026-08-14
Engineers Gate Manager LP	CLOSED	0	129,597	-129,597	-100%	$598.7K	$0	-$598.7K	2026-08-14
Harvest Management LLC	CLOSED	0	129,000	-129,000	-100%	$596.0K	$0	-$596.0K	2026-08-14
Oxford Asset Management LLP	CLOSED	0	127,625	-127,625	-100%	$589.6K	$0	-$589.6K	2026-08-14
Algert Global LLC	CLOSED	0	119,042	-119,042	-100%	$550.0K	$0	-$550.0K	2026-08-13
Rhumbline Advisers	CLOSED	0	115,808	-115,808	-100%	$535.0K	$0	-$535.0K	2026-08-12
Summit Trail Advisors, LLC	CLOSED	0	114,709	-114,709	-100%	$530.0K	$0	-$530.0K	2026-08-11
Y-Intercept (Hong Kong) Ltd	CLOSED	0	110,767	-110,767	-100%	$511.7K	$0	-$511.7K	2026-07-14
Mariner, LLC	CLOSED	0	104,388	-104,388	-100%	$482.2K	$0	-$482.2K	2026-08-13
Kryger Capital LLC	CLOSED	0	99,277	-99,277	-100%	$458.7K	$0	-$458.7K	2026-08-14
State of Tennessee, Department of Treasury	CLOSED	0	96,182	-96,182	-100%	$444.4K	$0	-$444.4K	2026-08-14
Canada Pension Plan Investment Board	CLOSED	0	91,000	-91,000	-100%	$420.4K	$0	-$420.4K	2026-08-14
Deutsche Bank Ag\	CLOSED	0	88,897	-88,897	-100%	$410.7K	$0	-$410.7K	2026-08-07
Legal & General Group Plc	CLOSED	0	84,469	-84,469	-100%	$390.2K	$0	-$390.2K	2026-08-14
Barclays PLC	CLOSED	0	83,154	-83,154	-100%	$384.2K	$0	-$384.2K	2026-08-14
Utah Retirement Systems	CLOSED	0	82,450	-82,450	-100%	$380.9K	$0	-$380.9K	2026-08-14
Man Group plc	CLOSED	0	78,789	-78,789	-100%	$364.0K	$0	-$364.0K	2026-08-14
California State Teachers Retirement System	CLOSED	0	76,732	-76,732	-100%	$354.5K	$0	-$354.5K	2026-08-24
Corient Private Wealth LP	CLOSED	0	68,219	-68,219	-100%	$315.1K	$0	-$315.1K	2026-08-27
Strs Ohio	CLOSED	0	68,100	-68,100	-100%	$314.6K	$0	-$314.6K	2026-07-30
Cerity Partners LLC	CLOSED	0	67,372	-67,372	-100%	$311.3K	$0	-$311.3K	2026-08-14
Price T Rowe Associates Inc	CLOSED	0	66,041	-66,041	-100%	$306	$0	-$306	2026-08-14
CSS LLC	CLOSED	0	63,000	-63,000	-100%	$291.1K	$0	-$291.1K	2026-08-14
Mercer Global Advisors Inc	CLOSED	0	50,150	-50,150	-100%	$231.7K	$0	-$231.7K	2026-08-19
Murchinson Ltd.	CLOSED	0	47,500	-47,500	-100%	$219.5K	$0	-$219.5K	2026-08-14
Wolverine Asset Management LLC	CLOSED	0	46,855	-46,855	-100%	$216.5K	$0	-$216.5K	2026-08-10
Wealth Enhancement Advisory Services, LLC	CLOSED	0	46,351	-46,351	-100%	$216.9K	$0	-$216.9K	2026-07-15
Balyasny Asset Management L.P.	CLOSED	0	45,676	-45,676	-100%	$211.0K	$0	-$211.0K	2026-08-14
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	44,249	-44,249	-100%	$204.4K	$0	-$204.4K	2026-08-14
MetLife Investment Management, LLC	CLOSED	0	42,841	-42,841	-100%	$197.9K	$0	-$197.9K	2026-08-14
Aquatic Capital Management LLC	CLOSED	0	42,333	-42,333	-100%	$195.6K	$0	-$195.6K	2026-08-14
Verition Fund Management LLC	CLOSED	0	38,347	-38,347	-100%	$177.2K	$0	-$177.2K	2026-08-14
Guggenheim Capital LLC	CLOSED	0	38,249	-38,249	-100%	$176.7K	$0	-$176.7K	2026-08-12
Quantbot Technologies LP	CLOSED	0	37,695	-37,695	-100%	$174.2K	$0	-$174.2K	2026-08-12
Swiss Life Asset Management Ltd	CLOSED	0	36,376	-36,376	-100%	$168.1K	$0	-$168.1K	2026-07-29
Wells Fargo & Company	CLOSED	0	34,263	-34,263	-100%	$158.3K	$0	-$158.3K	2026-08-14
Bluefin Capital Management, LLC	CLOSED	0	34,186	-34,186	-100%	$157.9K	$0	-$157.9K	2026-08-14
EP Wealth Advisors, LLC	CLOSED	0	30,879	-30,879	-100%	$142.7K	$0	-$142.7K	2026-08-12
Arizona State Retirement System	CLOSED	0	27,773	-27,773	-100%	$128.3K	$0	-$128.3K	2026-08-07
New York State Common Retirement Fund	CLOSED	0	27,138	-27,138	-100%	$125.4K	$0	-$125.4K	2026-07-29
Police & Firemen's Retirement System of New Jersey	CLOSED	0	26,835	-26,835	-100%	$124.0K	$0	-$124.0K	2026-07-23
Manufacturers Life Insurance Company, the	CLOSED	0	26,209	-26,209	-100%	$121.1K	$0	-$121.1K	2026-09-09
Stoneridge Investment Partners LLC	CLOSED	0	24,654	-24,654	-100%	$114	$0	-$114	2026-08-06
State Board of Administration of Florida Retirement System	CLOSED	0	24,610	-24,610	-100%	$113.7K	$0	-$113.7K	2026-08-10
Stifel Financial Corp	CLOSED	0	23,721	-23,721	-100%	$109.6K	$0	-$109.6K	2026-08-12
SG Americas Securities, LLC	CLOSED	0	22,855	-22,855	-100%	$106	$0	-$106	2026-08-07
KLP Kapitalforvaltning AS	CLOSED	0	22,300	-22,300	-100%	$103.0K	$0	-$103.0K	2026-08-12
CenterBook Partners LP	CLOSED	0	21,737	-21,737	-100%	$100.4K	$0	-$100.4K	2026-08-11
Intech Investment Management LLC	CLOSED	0	21,634	-21,634	-100%	$99.9K	$0	-$99.9K	2026-08-10
BNP Paribas Financial Markets	CLOSED	0	21,214	-21,214	-100%	$98.0K	$0	-$98.0K	2026-08-13
SVB Wealth LLC	CLOSED	0	19,531	-19,531	-100%	$90.2K	$0	-$90.2K	2026-07-17
Evergreen Capital Management LLC	CLOSED	0	17,766	-17,766	-100%	$82.1K	$0	-$82.1K	2026-07-23
Peak6 LLC	CLOSED	0	17,740	-17,740	-100%	$82.0K	$0	-$82.0K	2026-08-13
HighTower Advisors, LLC	CLOSED	0	17,622	-17,622	-100%	$81.4K	$0	-$81.4K	2026-08-26
Captrust Financial Advisors	CLOSED	0	17,120	-17,120	-100%	$79.1K	$0	-$79.1K	2026-08-13
Voya Investment Management LLC	CLOSED	0	17,006	-17,006	-100%	$78.6K	$0	-$78.6K	2026-08-12
Simplex Trading, LLC	CLOSED	0	16,797	-16,797	-100%	$77.6K	$0	-$77.6K	2026-08-12
Focus Partners Wealth	CLOSED	0	15,750	-15,750	-100%	$72.8K	$0	-$72.8K	2026-08-12
Two Sigma Investments, LP	CLOSED	0	15,400	-15,400	-100%	$71.1K	$0	-$71.1K	2026-08-14
American Century Companies Inc	CLOSED	0	15,163	-15,163	-100%	$70.1K	$0	-$70.1K	2026-08-12
Brighton Jones LLC	CLOSED	0	14,999	-14,999	-100%	$69.3K	$0	-$69.3K	2026-08-11
Inscription Capital, LLC	CLOSED	0	14,664	-14,664	-100%	$67.7K	$0	-$67.7K	2026-08-13
Prudential Financial Inc	CLOSED	0	14,660	-14,660	-100%	$67.7K	$0	-$67.7K	2026-08-12
Merit Financial Group, LLC	CLOSED	0	14,324	-14,324	-100%	$66.2K	$0	-$66.2K	2026-07-20
Winton Group Ltd	CLOSED	0	14,200	-14,200	-100%	$65.6K	$0	-$65.6K	2026-08-07
Zurcher Kantonalbank (Zurich Cantonalbank)	CLOSED	0	13,903	-13,903	-100%	$64.2K	$0	-$64.2K	2026-08-12
ProShare Advisors LLC	CLOSED	0	13,681	-13,681	-100%	$63.2K	$0	-$63.2K	2026-08-11
Pallas Capital Advisors LLC	CLOSED	0	13,532	-13,532	-100%	$62.5K	$0	-$62.5K	2026-08-07
Teacher Retirement System of Texas	CLOSED	0	13,215	-13,215	-100%	$61.1K	$0	-$61.1K	2026-08-14
Amundi	CLOSED	0	12,652	-12,652	-100%	$58.5K	$0	-$58.5K	2026-08-26
Focus Partners Advisor Solutions, LLC	CLOSED	0	12,571	-12,571	-100%	$58.1K	$0	-$58.1K	2026-08-06
Royce & Associates LP	CLOSED	0	12,016	-12,016	-100%	$55.5K	$0	-$55.5K	2026-08-14
Vanguard Personalized Indexing Management, LLC	CLOSED	0	10,247	-10,247	-100%	$47.3K	$0	-$47.3K	2026-08-11
Tower Research Capital LLC (TRC)	CLOSED	0	9,484	-9,484	-100%	$43.8K	$0	-$43.8K	2026-08-11
Ameritas Investment Partners, Inc.	CLOSED	0	9,103	-9,103	-100%	$42.1K	$0	-$42.1K	2026-08-13
New York State Teachers Retirement System	CLOSED	0	8,781	-8,781	-100%	$41	$0	-$41	2026-07-23
Osaic Holdings, Inc.	CLOSED	0	8,121	-8,121	-100%	$37.5K	$0	-$37.5K	2026-08-14
State of Alaska, Department of Revenue	CLOSED	0	8,028	-8,028	-100%	$37	$0	-$37	2026-07-20
Russell Investments Group, Ltd.	CLOSED	0	7,777	-7,777	-100%	$35.9K	$0	-$35.9K	2026-08-06
SBI Securities Co., Ltd.	CLOSED	0	6,610	-6,610	-100%	$30.5K	$0	-$30.5K	2026-07-23
Larson Financial Group LLC	CLOSED	0	5,495	-5,495	-100%	$25.4K	$0	-$25.4K	2026-08-14
Essential Partners LLC	CLOSED	0	5,439	-5,439	-100%	$25.1K	$0	-$25.1K	2026-08-10
FMR LLC	CLOSED	0	5,378	-5,378	-100%	$24.8K	$0	-$24.8K	2026-08-13
Covestor Ltd	CLOSED	0	5,002	-5,002	-100%	$23	$0	-$23	2026-08-07
Gamma Investing LLC	CLOSED	0	4,711	-4,711	-100%	$21.8K	$0	-$21.8K	2026-07-07
Allworth Financial LP	CLOSED	0	4,490	-4,490	-100%	$20.7K	$0	-$20.7K	2026-08-11
Versant Capital Management, Inc	CLOSED	0	4,415	-4,415	-100%	$20.4K	$0	-$20.4K	2026-07-02
EverSource Wealth Advisors, LLC	CLOSED	0	2,328	-2,328	-100%	$10.8K	$0	-$10.8K	2026-07-24
Clearstead Advisors, LLC	CLOSED	0	2,266	-2,266	-100%	$10.5K	$0	-$10.5K	2026-08-06
Rockefeller Capital Management L.P.	CLOSED	0	1,188	-1,188	-100%	$5.5K	$0	-$5.5K	2026-08-13
Summit Securities Group LLC	CLOSED	0	1,151	-1,151	-100%	$5.3K	$0	-$5.3K	2026-08-03
Arax Advisory Partners	CLOSED	0	1,020	-1,020	-100%	$4.7K	$0	-$4.7K	2026-08-10
Farther Finance Advisors, LLC	CLOSED	0	939	-939	-100%	$4.3K	$0	-$4.3K	2026-07-17
Rothschild Investment LLC	CLOSED	0	813	-813	-100%	$3.8K	$0	-$3.8K	2026-08-06
Cornerstone Planning Group LLC	CLOSED	0	745	-745	-100%	$3.5K	$0	-$3.5K	2026-07-29
Signaturefd, LLC	CLOSED	0	727	-727	-100%	$3.4K	$0	-$3.4K	2026-07-24
Royal Bank of Canada	CLOSED	0	714	-714	-100%	$3.0K	$0	-$3.0K	2026-08-14
Optiver Holding B.V.	CLOSED	0	696	-696	-100%	$3.2K	$0	-$3.2K	2026-08-12
Sterling Capital Management LLC	CLOSED	0	613	-613	-100%	$2.8K	$0	-$2.8K	2026-07-28
Parallel Advisors, LLC	CLOSED	0	524	-524	-100%	$2.4K	$0	-$2.4K	2026-08-05
Steward Partners Investment Advisory, LLC	CLOSED	0	506	-506	-100%	$2.3K	$0	-$2.3K	2026-08-13
True Wealth Design, LLC	CLOSED	0	462	-462	-100%	$2.1K	$0	-$2.1K	2026-07-16
US Bancorp \de\	CLOSED	0	387	-387	-100%	$1.8K	$0	-$1.8K	2026-08-12
LOS Angeles Capital Management LLC	CLOSED	0	372	-372	-100%	$1.7K	$0	-$1.7K	2026-08-13
PNC Financial Services Group, Inc.	CLOSED	0	366	-366	-100%	$1.7K	$0	-$1.7K	2026-08-07
Caitong International Asset Management Co., Ltd	CLOSED	0	350	-350	-100%	$1.6K	$0	-$1.6K	2026-08-05
Root Financial Partners, LLC	CLOSED	0	327	-327	-100%	$1.5K	$0	-$1.5K	2026-07-29
Nisa Investment Advisors, LLC	CLOSED	0	272	-272	-100%	$1.3K	$0	-$1.3K	2026-08-10
Kilter Group LLC	CLOSED	0	265	-265	-100%	$1.2K	$0	-$1.2K	2026-08-11
Jones Financial Companies Lllp	CLOSED	0	229	-229	-100%	$998	$0	-$998	2026-08-14
Bare Financial Services, Inc	CLOSED	0	205	-205	-100%	$947	$0	-$947	2026-07-27
Quadrant Capital Group LLC	CLOSED	0	184	-184	-100%	$851	$0	-$851	2026-08-14
MAI Capital Management	CLOSED	0	167	-167	-100%	$772	$0	-$772	2026-08-14
Parkside Financial Bank & Trust	CLOSED	0	125	-125	-100%	$578	$0	-$578	2026-09-04
Bell Investment Advisors, Inc	CLOSED	0	106	-106	-100%	$490	$0	-$490	2026-08-07
SJS Investment Consulting Inc.	CLOSED	0	63	-63	-100%	$292	$0	-$292	2026-07-22
Stone House Investment Management, LLC	CLOSED	0	57	-57	-100%	$263	$0	-$263	2026-08-05
Wealth Preservation Advisors, LLC	CLOSED	0	26	-26	-100%	$120	$0	-$120	2026-08-14
Advisory Services Network, LLC	CLOSED	0	21	-21	-100%	$97	$0	-$97	2026-08-12
National Bank of Canada	CLOSED	0	11	-11	-100%	$51	$0	-$51	2026-08-10
Keating Financial Advisory Services, Inc.	CLOSED	0	10	-10	-100%	$46	$0	-$46	2026-08-11
Dunhill Financial, LLC	CLOSED	0	2	-2	-100%	$12	$0	-$12	2026-08-07
Hughes Financial Services, LLC	CLOSED	0	1	-1	-100%	$5	$0	-$5	2026-07-20
CWM, LLC	N/A	—	85,008	-85,008	-100%	$392.7K	—	—	—
Henderson Group PLC	N/A	—	64,138	-64,138	-100%	$297.3K	—	—	—
Sunbelt Securities, Inc.	N/A	—	55	-55	-100%	$254	—	—	—
Vanguard Group Inc	N/A	—	0	0	—	$0	—	—	—

Showing 191 of 191 institutions