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Ultrapar Particpac (UGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Todd Asset Management LLC
NEW
Shares839,630
Change+839,630
Value$6.1M
Filed 2026-10-27
Dimensional Fund Advisors LP
DECREASED
Shares792,929 from 844,993
Change-52,064 (-6%)
Value$5.8M (+$1.6M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares483,572
Change+483,572
Value$3.5M
Filed 2026-10-16
Creative Planning
INCREASED
Shares386,695 from 364,504
Change+22,191 (+6%)
Value$2.8M (+$1.0M)
Filed 2026-11-02
Diversify Wealth Management, LLC
NEW
Shares357,708
Change+357,708
Value$2.7M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares357,708
Change+357,708
Value$2.7M
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares289,133 from 221,598
Change+67,535 (+30%)
Value$2.1M (+$1.0M)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares217,821 from 194,668
Change+23,153 (+12%)
Value$1.6M (+$617.2K)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED
Shares180,500 from 68,805
Change+111,695 (+162%)
Value$1.3M (+$975.9K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares150,707
Change+150,707
Value$1.1M
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares121,130 from 168,433
Change-47,303 (-28%)
Value$886.7K (+$41.1K)
Filed 2026-11-05
Barclays PLC
INCREASED
Shares120,371 from 116,369
Change+4,002 (+3%)
Value$881.1K (+$296.9K)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares114,945 from 31,208
Change+83,737 (+268%)
Value$841.4K (+$684.7K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares97,402 from 63,803
Change+33,599 (+53%)
Value$713.0K (+$392.7K)
Filed 2026-10-13
Burns Matteson Capital Management, LLC
INCREASED
Shares94,046 from 93,771
Change+275 (+0%)
Value$688.4K (+$217.7K)
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares84,482 from 18,795
Change+65,687 (+349%)
Value$618.4K (+$524.1K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares76,513 from 67,485
Change+9,028 (+13%)
Value$560.1K (+$221.3K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares74,967 from 75,630
Change-663 (-1%)
Value$548.8K (+$169.1K)
Filed 2026-11-06
Merit Financial Group, LLC
NEW
Shares69,082
Change+69,082
Value$505.7K
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares67,770 from 2,345
Change+65,425 (+2790%)
Value$496.1K (+$484.3K)
Filed 2026-10-21
Ethic Inc.
INCREASED
Shares53,696 from 25,649
Change+28,047 (+109%)
Value$393.1K (+$264.3K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares52,675 from 49,986
Change+2,689 (+5%)
Value$385.6K (+$134.7K)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
NEW
Shares50,535
Change+50,535
Value$371
Filed 2026-10-27
Personal CFO Solutions, LLC
DECREASED
Shares50,102 from 51,980
Change-1,878 (-4%)
Value$366.7K (+$105.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares49,204 from 69,292
Change-20,088 (-29%)
Value$360.2K (+$12.3K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
NEW
Shares47,816
Change+47,816
Value$350.0K
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares46,890
Change+46,890
Value$343.2K
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares39,030
Change+39,030
Value$285.7K
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares33,367 from 32,219
Change+1,148 (+4%)
Value$244.2K (+$82.5K)
Filed 2026-10-23
PDS Planning, Inc
UNCHANGED
Shares28,286 from 28,286
Change0 (0%)
Value$207.1K (+$65.1K)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares27,770 from 28,817
Change-1,047 (-4%)
Value$203.3K (+$58.6K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares24,730 from 23,617
Change+1,113 (+5%)
Value$181.0K (+$62.5K)
Filed 2026-11-03
Bingham Private Wealth, LLC
DECREASED
Shares24,319 from 25,859
Change-1,540 (-6%)
Value$178.0K (+$48.2K)
Filed 2026-11-05
Axxion S.A.
DECREASED
Shares24,000 from 30,000
Change-6,000 (-20%)
Value$175.7K (+$25.1K)
Filed 2026-10-22
Kapitalo Investimentos Ltda
DECREASED
Shares23,814 from 779,409
Change-755,595 (-97%)
Value$174.3K (-$3.7M)
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares22,387
Change+22,387
Value$163.9K
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares22,057 from 23,756
Change-1,699 (-7%)
Value$161.5K (+$42.2K)
Filed 2026-10-15
Profund Advisors LLC
DECREASED
Shares21,559 from 22,576
Change-1,017 (-4%)
Value$157.8K (+$44.5K)
Filed 2026-10-29
Inspire Investing, LLC
INCREASED
Shares20,782 from 17,222
Change+3,560 (+21%)
Value$152.1K (+$65.7K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
DECREASED
Shares20,748 from 20,863
Change-115 (-1%)
Value$151.9K (+$47.1K)
Filed 2026-10-22
Western Financial Corp
NEW
Shares19,378
Change+19,378
Value$141.8K
Filed 2026-10-14
Nykredit A/S
UNCHANGED
Shares18,617 from 18,617
Change0 (0%)
Value$136.3K (+$42.8K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares17,243 from 16,718
Change+525 (+3%)
Value$126.2K (+$42.3K)
Filed 2026-10-08
TD Private Client Wealth LLC
NEW
Shares17,152
Change+17,152
Value$125.6K
Filed 2026-10-28
Savant Capital, LLC
NEW
Shares15,860
Change+15,860
Value$116.1K
Filed 2026-11-06
Plan A Wealth LLC
INCREASED
Shares15,620 from 12,570
Change+3,050 (+24%)
Value$114.3K (+$51.2K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares15,353 from 17,887
Change-2,534 (-14%)
Value$112.4K (+$22.6K)
Filed 2026-11-03
Greenspring Advisors, LLC
DECREASED
Shares15,308 from 15,458
Change-150 (-1%)
Value$112.1K (+$34.5K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares14,459 from 11,344
Change+3,115 (+27%)
Value$104.5K (+$47.1K)
Filed 2026-11-04
Kathmere Capital Management, LLC
NEW
Shares14,022
Change+14,022
Value$102.6K
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares13,826 from 13,630
Change+196 (+1%)
Value$101.2K (+$32.8K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares12,897 from 12,709
Change+188 (+1%)
Value$94.4K (+$30.6K)
Filed 2026-10-30
D'Orazio & Associates, Inc.
NEW
Shares12,892
Change+12,892
Value$94.4K
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares12,179 from 14,287
Change-2,108 (-15%)
Value$89.2K (+$17.4K)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares11,728
Change+11,728
Value$87.4K
Filed 2026-10-21
StoneX Group Inc.
DECREASED
Shares11,721 from 12,748
Change-1,027 (-8%)
Value$78.1K (+$12.5K)
Filed 2026-11-03
Quadrant Capital Group LLC
UNCHANGED
Shares11,621 from 11,621
Change0 (0%)
Value$90.5K (+$32.2K)
Filed 2026-10-20
Park Avenue Securities LLC
NEW
Shares11,121
Change+11,121
Value$81
Filed 2026-10-26
LVW Advisors, LLC
NEW
Shares10,683
Change+10,683
Value$78.2K
Filed 2026-10-19
Farther Finance Advisors, LLC
DECREASED
Shares9,426 from 11,677
Change-2,251 (-19%)
Value$69.0K (+$10.4K)
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED
Shares6,821 from 230
Change+6,591 (+2866%)
Value$49.9K (+$48.8K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares3,732 from 3,732
Change0 (0%)
Value$27.3K (+$8.6K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares3,292 from 3,240
Change+52 (+2%)
Value$24.1K (+$7.8K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares3,085 from 3,046
Change+39 (+1%)
Value$15.5K (+$196)
Filed 2026-11-06
Ascentis Wealth Management, LLC
INCREASED
Shares1,395 from 979
Change+416 (+42%)
Value$10.2K (+$5.3K)
Filed 2026-11-03
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$6.4K (+$2.0K)
Filed 2026-11-06
Gleason Group, Inc.
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$4.8K (+$1.5K)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares648 from 51
Change+597 (+1171%)
Value$4.7K (+$4.5K)
Filed 2026-10-20
Financial Consulate, Inc
INCREASED
Shares542 from 283
Change+259 (+92%)
Value$4.0K (+$2.5K)
Filed 2026-10-23
Private Trust Co NA
NEW
Shares432
Change+432
Value$3.2K
Filed 2026-10-20
IFP Advisors, Inc
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$2.4K (+$759)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares305 from 236
Change+69 (+29%)
Value$2.2K (+$1.0K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$1.9K (+$581)
Filed 2026-11-03
Ares Financial Consulting, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$1.6K (+$516)
Filed 2026-10-19
True Wealth Design, LLC
INCREASED
Shares127 from 65
Change+62 (+95%)
Value$930 (+$603)
Filed 2026-10-13
Larson Financial Group LLC
NEW
Shares111
Change+111
Value$813
Filed 2026-11-05
Bell Investment Advisors, Inc
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$674 (+$212)
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares45
Change+45
Value$329
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares22
Change+22
Value$161
Filed 2026-10-21
PharVision Advisers, LLC
CLOSED
Shares0 from 20,690
Change-20,690 (-100%)
Value$0 (-$103.9K)
Filed 2026-10-29
Deutsche Bank Ag\
CLOSED
Shares0 from 20,129
Change-20,129 (-100%)
Value$0 (-$101.0K)
Filed 2026-11-06
Sowell Financial Services LLC
CLOSED
Shares0 from 15,800
Change-15,800 (-100%)
Value$0 (-$79.3K)
Filed 2026-10-23
R Squared Ltd
CLOSED
Shares0 from 11,922
Change-11,922 (-100%)
Value$0 (-$59.8K)
Filed 2026-11-06
VestGen Advisors, LLC
CLOSED
Shares0 from 10,740
Change-10,740 (-100%)
Value$0 (-$53.9K)
Filed 2026-10-27
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 10,465
Change-10,465 (-100%)
Value$0 (-$52.5K)
Filed 2026-10-26
Summit Securities Group LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-05
Naman Capital Ltda
N/A
Shares— from 7,330,544
Change-7,330,544 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 5,623,847
Change-5,623,847 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,578,601
Change-5,578,601 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,888,789
Change-4,888,789 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,044,297
Change-4,044,297 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,193,062
Change-3,193,062 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 2,237,585
Change-2,237,585 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,954,795
Change-1,954,795 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,779,378
Change-1,779,378 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,354,416
Change-1,354,416 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,335,528
Change-1,335,528 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 802,011
Change-802,011 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 611,673
Change-611,673 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 586,328
Change-586,328 (-100%)
Value—
UBS Group AG
N/A
Shares— from 569,124
Change-569,124 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 504,999
Change-504,999 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 485,891
Change-485,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 474,871
Change-474,871 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 468,922
Change-468,922 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 465,411
Change-465,411 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 442,955
Change-442,955 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 411,256
Change-411,256 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 407,514
Change-407,514 (-100%)
Value—
Capital Innovations LLC
N/A
Shares— from 405,382
Change-405,382 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 379,739
Change-379,739 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 378,023
Change-378,023 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 360,153
Change-360,153 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 315,874
Change-315,874 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 312,803
Change-312,803 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 310,324
Change-310,324 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 281,178
Change-281,178 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 257,957
Change-257,957 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 254,518
Change-254,518 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 249,279
Change-249,279 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 245,743
Change-245,743 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 232,993
Change-232,993 (-100%)
Value—
State Street Corp
N/A
Shares— from 228,237
Change-228,237 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 200,704
Change-200,704 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 192,502
Change-192,502 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 188,536
Change-188,536 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 185,650
Change-185,650 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 180,147
Change-180,147 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 161,267
Change-161,267 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 125,296
Change-125,296 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 119,230
Change-119,230 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 118,010
Change-118,010 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 116,884
Change-116,884 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 101,840
Change-101,840 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 98,562
Change-98,562 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 78,025
Change-78,025 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 76,972
Change-76,972 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 76,918
Change-76,918 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 75,939
Change-75,939 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 74,493
Change-74,493 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 73,296
Change-73,296 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 64,525
Change-64,525 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,621
Change-58,621 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 56,873
Change-56,873 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 56,042
Change-56,042 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 52,302
Change-52,302 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 50,666
Change-50,666 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 49,904
Change-49,904 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 46,973
Change-46,973 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 46,700
Change-46,700 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 45,213
Change-45,213 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,165
Change-42,165 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 40,932
Change-40,932 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 38,860
Change-38,860 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 37,841
Change-37,841 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 34,004
Change-34,004 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 33,240
Change-33,240 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,948
Change-31,948 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 30,795
Change-30,795 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 30,514
Change-30,514 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 29,113
Change-29,113 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 26,431
Change-26,431 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 25,915
Change-25,915 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 25,915
Change-25,915 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,325
Change-24,325 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,023
Change-22,023 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 21,996
Change-21,996 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
&partners
N/A
Shares— from 19,074
Change-19,074 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 18,565
Change-18,565 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 18,375
Change-18,375 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 16,645
Change-16,645 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 16,174
Change-16,174 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,826
Change-15,826 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,787
Change-15,787 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 15,465
Change-15,465 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,309
Change-14,309 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 14,275
Change-14,275 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,372
Change-13,372 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 12,789
Change-12,789 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 12,194
Change-12,194 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 11,560
Change-11,560 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,833
Change-10,833 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,519
Change-10,519 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 783
Change-783 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 510
Change-510 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 343
Change-343 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 123
Change-123 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 31
Change-31 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Todd Asset Management LLC
NEW839,630—+839,630——$6.1M—2026-10-27
Dimensional Fund Advisors LP
DECREASED792,929844,993-52,064-6%$4.2M$5.8M+$1.6M2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW483,572—+483,572——$3.5M—2026-10-16
Creative Planning
INCREASED386,695364,504+22,191+6%$1.8M$2.8M+$1.0M2026-11-02
Diversify Wealth Management, LLC
NEW357,708—+357,708——$2.7M—2026-10-20
Diversify Advisory Services, LLC
NEW357,708—+357,708——$2.7M—2026-10-20
LPL Financial LLC
INCREASED289,133221,598+67,535+30%$1.1M$2.1M+$1.0M2026-11-06
Ritholtz Wealth Management
INCREASED217,821194,668+23,153+12%$977.2K$1.6M+$617.2K2026-11-05
Robeco Institutional Asset Management B.V.
INCREASED180,50068,805+111,695+162%$345.4K$1.3M+$975.9K2026-10-20
TD Waterhouse Canada Inc.
NEW150,707—+150,707——$1.1M—2026-10-16
Compound Planning, Inc.
DECREASED121,130168,433-47,303-28%$845.5K$886.7K+$41.1K2026-11-05
Barclays PLC
INCREASED120,371116,369+4,002+3%$584.2K$881.1K+$296.9K2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED114,94531,208+83,737+268%$156.7K$841.4K+$684.7K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED97,40263,803+33,599+53%$320.3K$713.0K+$392.7K2026-10-13
Burns Matteson Capital Management, LLC
INCREASED94,04693,771+275+0%$470.7K$688.4K+$217.7K2026-10-16
US Bancorp \de\
INCREASED84,48218,795+65,687+349%$94.4K$618.4K+$524.1K2026-11-05
Atria Investments, Inc
INCREASED76,51367,485+9,028+13%$338.8K$560.1K+$221.3K2026-10-15
PNC Financial Services Group, Inc.
DECREASED74,96775,630-663-1%$379.7K$548.8K+$169.1K2026-11-06
Merit Financial Group, LLC
NEW69,082—+69,082——$505.7K—2026-11-06
Assetmark, Inc
INCREASED67,7702,345+65,425+2790%$11.8K$496.1K+$484.3K2026-10-21
Ethic Inc.
INCREASED53,69625,649+28,047+109%$128.8K$393.1K+$264.3K2026-11-03
Citigroup Inc
INCREASED52,67549,986+2,689+5%$250.9K$385.6K+$134.7K2026-11-04
DekaBank Deutsche Girozentrale
NEW50,535—+50,535——$371—2026-10-27
Personal CFO Solutions, LLC
DECREASED50,10251,980-1,878-4%$260.9K$366.7K+$105.8K2026-11-06
Russell Investments Group, Ltd.
DECREASED49,20469,292-20,088-29%$347.8K$360.2K+$12.3K2026-11-06
Elevation Point Wealth Partners, LLC
NEW47,816—+47,816——$350.0K—2026-11-05
First Command Advisory Services, Inc.
NEW46,890—+46,890——$343.2K—2026-11-05
Rose Capital Advisors LLC
NEW39,030—+39,030——$285.7K—2026-11-04
Signaturefd, LLC
INCREASED33,36732,219+1,148+4%$161.7K$244.2K+$82.5K2026-10-23
PDS Planning, Inc
UNCHANGED28,28628,28600%$142.0K$207.1K+$65.1K2026-11-03
Aprio Wealth Management, LLC
DECREASED27,77028,817-1,047-4%$144.7K$203.3K+$58.6K2026-10-28
Parallel Advisors, LLC
INCREASED24,73023,617+1,113+5%$118.6K$181.0K+$62.5K2026-11-03
Bingham Private Wealth, LLC
DECREASED24,31925,859-1,540-6%$129.8K$178.0K+$48.2K2026-11-05
Axxion S.A.
DECREASED24,00030,000-6,000-20%$150.6K$175.7K+$25.1K2026-10-22
Kapitalo Investimentos Ltda
DECREASED23,814779,409-755,595-97%$3.9M$174.3K-$3.7M2026-10-20
Integrity Alliance, Llc.
NEW22,387—+22,387——$163.9K—2026-10-29
Blue Trust, Inc.
DECREASED22,05723,756-1,699-7%$119.3K$161.5K+$42.2K2026-10-15
Profund Advisors LLC
DECREASED21,55922,576-1,017-4%$113.3K$157.8K+$44.5K2026-10-29
Inspire Investing, LLC
INCREASED20,78217,222+3,560+21%$86.5K$152.1K+$65.7K2026-10-22
Beaumont Financial Advisors, LLC
DECREASED20,74820,863-115-1%$104.7K$151.9K+$47.1K2026-10-22
Western Financial Corp
NEW19,378—+19,378——$141.8K—2026-10-14
Nykredit A/S
UNCHANGED18,61718,61700%$93.5K$136.3K+$42.8K2026-11-06
Gamma Investing LLC
INCREASED17,24316,718+525+3%$83.9K$126.2K+$42.3K2026-10-08
TD Private Client Wealth LLC
NEW17,152—+17,152——$125.6K—2026-10-28
Savant Capital, LLC
NEW15,860—+15,860——$116.1K—2026-11-06
Plan A Wealth LLC
INCREASED15,62012,570+3,050+24%$63.1K$114.3K+$51.2K2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED15,35317,887-2,534-14%$89.8K$112.4K+$22.6K2026-11-03
Greenspring Advisors, LLC
DECREASED15,30815,458-150-1%$77.6K$112.1K+$34.5K2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED14,45911,344+3,115+27%$57.5K$104.5K+$47.1K2026-11-04
Kathmere Capital Management, LLC
NEW14,022—+14,022——$102.6K—2026-10-20
HUB Investment Partners, LLC
INCREASED13,82613,630+196+1%$68.4K$101.2K+$32.8K2026-11-03
Truist Financial Corp
INCREASED12,89712,709+188+1%$63.8K$94.4K+$30.6K2026-10-30
D'Orazio & Associates, Inc.
NEW12,892—+12,892——$94.4K—2026-11-04
Alliance Wealth Advisors, LLC
DECREASED12,17914,287-2,108-15%$71.7K$89.2K+$17.4K2026-10-28
Tuttle Capital Management, LLC
NEW11,728—+11,728——$87.4K—2026-10-21
StoneX Group Inc.
DECREASED11,72112,748-1,027-8%$65.6K$78.1K+$12.5K2026-11-03
Quadrant Capital Group LLC
UNCHANGED11,62111,62100%$58.3K$90.5K+$32.2K2026-10-20
Park Avenue Securities LLC
NEW11,121—+11,121——$81—2026-10-26
LVW Advisors, LLC
NEW10,683—+10,683——$78.2K—2026-10-19
Farther Finance Advisors, LLC
DECREASED9,42611,677-2,251-19%$58.6K$69.0K+$10.4K2026-10-08
Caitong International Asset Management Co., Ltd
INCREASED6,821230+6,591+2866%$1.2K$49.9K+$48.8K2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED3,7323,73200%$18.7K$27.3K+$8.6K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED3,2923,240+52+2%$16.3K$24.1K+$7.8K2026-11-04
Allworth Financial LP
INCREASED3,0853,046+39+1%$15.3K$15.5K+$1962026-11-06
Ascentis Wealth Management, LLC
INCREASED1,395979+416+42%$4.9K$10.2K+$5.3K2026-11-03
Eurizon Capital SGR S.p.A.
UNCHANGED86986900%$4.4K$6.4K+$2.0K2026-11-06
Gleason Group, Inc.
UNCHANGED65865800%$3.3K$4.8K+$1.5K2026-10-15
Nisa Investment Advisors, LLC
INCREASED64851+597+1171%$256$4.7K+$4.5K2026-10-20
Financial Consulate, Inc
INCREASED542283+259+92%$1.4K$4.0K+$2.5K2026-10-23
Private Trust Co NA
NEW432—+432——$3.2K—2026-10-20
IFP Advisors, Inc
UNCHANGED33033000%$1.7K$2.4K+$7592026-10-16
Physician Wealth Advisors, Inc.
INCREASED305236+69+29%$1.2K$2.2K+$1.0K2026-10-20
JFS Wealth Advisors, LLC
UNCHANGED25325300%$1.3K$1.9K+$5812026-11-03
Ares Financial Consulting, LLC
UNCHANGED22422400%$1.1K$1.6K+$5162026-10-19
True Wealth Design, LLC
INCREASED12765+62+95%$327$930+$6032026-10-13
Larson Financial Group LLC
NEW111—+111——$813—2026-11-05
Bell Investment Advisors, Inc
UNCHANGED929200%$462$674+$2122026-10-29
Proathlete Wealth Management LLC
NEW45—+45——$329—2026-10-15
Root Financial Partners, LLC
NEW22—+22——$161—2026-10-21
PharVision Advisers, LLC
CLOSED020,690-20,690-100%$103.9K$0-$103.9K2026-10-29
Deutsche Bank Ag\
CLOSED020,129-20,129-100%$101.0K$0-$101.0K2026-11-06
Sowell Financial Services LLC
CLOSED015,800-15,800-100%$79.3K$0-$79.3K2026-10-23
R Squared Ltd
CLOSED011,922-11,922-100%$59.8K$0-$59.8K2026-11-06
VestGen Advisors, LLC
CLOSED010,740-10,740-100%$53.9K$0-$53.9K2026-10-27
SmartHarvest Portfolios, LLC
CLOSED010,465-10,465-100%$52.5K$0-$52.5K2026-10-26
Summit Securities Group LLC
CLOSED0900-900-100%$4.5K$0-$4.5K2026-11-05
Naman Capital Ltda
N/A—7,330,544-7,330,544-100%$36.8M———
Qube Research & Technologies Ltd
N/A—5,623,847-5,623,847-100%$28.2M———
BlackRock, Inc.
N/A—5,578,601-5,578,601-100%$28.0M———
Morgan Stanley
N/A—4,888,789-4,888,789-100%$24.5M———
American Century Companies Inc
N/A—4,044,297-4,044,297-100%$20.3M———
Marshall Wace, LLP
N/A—3,193,062-3,193,062-100%$16.0M———
Renaissance Technologies LLC
N/A—2,237,585-2,237,585-100%$11.2M———
Jane Street Group, LLC
N/A—1,954,795-1,954,795-100%$9.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,779,378-1,779,378-100%$8.9M———
Goldman Sachs Group Inc
N/A—1,354,416-1,354,416-100%$6.8M———
Allianz Asset Management GmbH
N/A—1,335,528-1,335,528-100%$6.7M———
Two Sigma Investments, LP
N/A—802,011-802,011-100%$4.0M———
Point72 Asset Management, L.P.
N/A—611,673-611,673-100%$3.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—586,328-586,328-100%$2.9M———
UBS Group AG
N/A—569,124-569,124-100%$2.9M———
HSBC Holdings PLC
N/A—504,999-504,999-100%$2.5M———
Invesco Ltd.
N/A—485,891-485,891-100%$2.4M———
JPMorgan Chase & Co
N/A—474,871-474,871-100%$2.4M———
Optiver Holding B.V.
N/A—468,922-468,922-100%$2.4M———
Longfellow Investment Management Co LLC
N/A—465,411-465,411-100%$2.3M———
Trexquant Investment LP
N/A—442,955-442,955-100%$2.2M———
Integrated Quantitative Investments LLC
N/A—411,256-411,256-100%$2.1M———
Citadel Advisors LLC
N/A—407,514-407,514-100%$2.0M———
Capital Innovations LLC
N/A—405,382-405,382-100%$2.0M———
Envestnet Asset Management Inc
N/A—379,739-379,739-100%$1.9M———
SPX Gestao de Recursos Ltda
N/A—378,023-378,023-100%$1.9M———
O'shaughnessy Asset Management, LLC
N/A—360,153-360,153-100%$1.8M———
Dorsey Wright & Associates
N/A—315,874-315,874-100%$1.6M———
Vident Advisory, LLC
N/A—312,803-312,803-100%$1.6M———
Millennium Management LLC
N/A—310,324-310,324-100%$1.6M———
Banque Cantonale Vaudoise
N/A—300,000-300,000-100%$1.5M———
Bank of America Corp
N/A—281,178-281,178-100%$1.4M———
Engineers Gate Manager LP
N/A—257,957-257,957-100%$1.3M———
Wells Fargo & Company
N/A—254,518-254,518-100%$1.3M———
Balyasny Asset Management L.P.
N/A—249,279-249,279-100%$1.3M———
Guggenheim Capital LLC
N/A—245,743-245,743-100%$1.2M———
Northern Trust Corp
N/A—232,993-232,993-100%$1.2M———
State Street Corp
N/A—228,237-228,237-100%$1.1M———
HRT Financial LP
N/A—200,704-200,704-100%$1.0M———
Bleakley Financial Group, LLC
N/A—192,502-192,502-100%$966.4K———
AdvisorShares Investments LLC
N/A—188,536-188,536-100%$946.5K———
Parvin Asset Management, LLC
N/A—185,650-185,650-100%$932.0K———
Sanctuary Advisors, LLC
N/A—180,147-180,147-100%$904.3K———
Rhumbline Advisers
N/A—161,267-161,267-100%$809.6K———
Walleye Capital LLC
N/A—125,296-125,296-100%$629.0K———
BNP Paribas Financial Markets
N/A—119,230-119,230-100%$598.5K———
Vanguard Personalized Indexing Management, LLC
N/A—118,010-118,010-100%$592.4K———
Stifel Financial Corp
N/A—116,884-116,884-100%$586.8K———
Mariner, LLC
N/A—101,840-101,840-100%$511.2K———
Laird Norton Wetherby Trust Company, LLC
N/A—98,562-98,562-100%$494.8K———
SEI Investments Co
N/A—78,025-78,025-100%$392.0K———
Wellington Management Group LLP
N/A—76,972-76,972-100%$386.4K———
Cerity Partners LLC
N/A—76,918-76,918-100%$386.1K———
AQR Capital Management LLC
N/A—75,939-75,939-100%$381.2K———
Nuveen, LLC
N/A—74,493-74,493-100%$374.0K———
QRG Capital Management, Inc.
N/A—73,296-73,296-100%$367.9K———
Sequoia Financial Advisors, LLC
N/A—64,525-64,525-100%$323.9K———
Raymond James Financial Inc
N/A—58,621-58,621-100%$294.3K———
Cetera Investment Advisers
N/A—56,873-56,873-100%$285.5K———
Massachusetts Financial Services Co
N/A—56,042-56,042-100%$246.1K———
Advisors Asset Management, Inc.
N/A—52,302-52,302-100%$262.6K———
Quantbot Technologies LP
N/A—50,666-50,666-100%$254.3K———
D. E. Shaw & Co., Inc.
N/A—49,904-49,904-100%$250.5K———
EntryPoint Capital, LLC
N/A—46,973-46,973-100%$235.8K———
VPR Management LLC
N/A—46,700-46,700-100%$234.4K———
Centiva Capital, LP
N/A—45,213-45,213-100%$227.0K———
Integrated Wealth Concepts LLC
N/A—42,165-42,165-100%$211.7K———
Public Employees Retirement System of Ohio
N/A—40,932-40,932-100%$205.5K———
Oxford Asset Management LLP
N/A—38,860-38,860-100%$195.1K———
Pathstone Holdings, LLC
N/A—37,841-37,841-100%$190.0K———
SG Americas Securities, LLC
N/A—34,004-34,004-100%$171.0K———
West Family Investments, Inc.
N/A—33,240-33,240-100%$166.9K———
FMR LLC
N/A—31,948-31,948-100%$160.4K———
IEQ Capital, LLC
N/A—30,795-30,795-100%$154.6K———
Atlas Capital Advisors Inc.
N/A—30,514-30,514-100%$153.2K———
Osaic Holdings, Inc.
N/A—29,113-29,113-100%$146.1K———
Inspire Advisors, LLC
N/A—26,431-26,431-100%$132.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—25,915-25,915-100%$130.1K———
BFC Planning, Inc.
N/A—25,915-25,915-100%$130.1K———
Blair William & Co
N/A—24,325-24,325-100%$122.1K———
Ausdal Financial Partners, Inc.
N/A—22,023-22,023-100%$110.6K———
Hantz Financial Services, Inc.
N/A—21,996-21,996-100%$110.0K———
Advisors Preferred, LLC
N/A—20,167-20,167-100%$102.2K———
&partners
N/A—19,074-19,074-100%$95.8K———
Franklin Resources Inc
N/A—18,565-18,565-100%$93.2K———
Rockefeller Capital Management L.P.
N/A—18,375-18,375-100%$92.2K———
GSA Capital Partners LLP
N/A—16,645-16,645-100%$84.0K———
Sivia Capital Partners, LLC
N/A—16,474-16,474-100%$82.7K———
Mitsubishi UFJ Trust & Banking Corp
N/A—16,174-16,174-100%$81.2K———
Kovack Advisors, Inc.
N/A—15,826-15,826-100%$78.7K———
GeoWealth Management, LLC
N/A—15,787-15,787-100%$79.2K———
Blueshift Asset Management, LLC
N/A—15,465-15,465-100%$77.6K———
Orion Porfolio Solutions, LLC
N/A—14,914-14,914-100%$74.9K———
MML Investors Services, LLC
N/A—14,309-14,309-100%$71.8K———
Wallace Advisory Group, LLC
N/A—14,275-14,275-100%$71.7K———
Royal Bank of Canada
N/A—13,372-13,372-100%$67.0K———
Mercer Global Advisors Inc
N/A—13,266-13,266-100%$66.6K———
Ballentine Partners, LLC
N/A—12,789-12,789-100%$64.2K———
Legacy Capital Group California, Inc.
N/A—12,194-12,194-100%$61.2K———
Wrapmanager Inc
N/A—11,560-11,560-100%$58.0K———
XTX Topco Ltd
N/A—10,833-10,833-100%$54.4K———
EP Wealth Advisors, LLC
N/A—10,519-10,519-100%$52.8K———
UBS Asset Management Americas LLC
N/A—5,404-5,404-100%$27.1K———
Global Retirement Partners, LLC
N/A—4,573-4,573-100%$23.0K———
Vanguard Global Advisers, LLC
N/A—2,881-2,881-100%$14.5K———
Smartleaf Asset Management LLC
N/A—2,608-2,608-100%$13.2K———
Group One Trading LLC
N/A—2,314-2,314-100%$11.6K———
WealthCollab, LLC
N/A—1,534-1,534-100%$7.7K———
Northwestern Mutual Wealth Management Co
N/A—1,517-1,517-100%$7.6K———
Arax Advisory Partners
N/A—1,072-1,072-100%$5.4K———
Basecamp Wealth Advisors LLC
N/A—804-804-100%$4.0K———
Bessemer Group Inc
N/A—783-783-100%$4———
SHP Wealth Management
N/A—510-510-100%$2.6K———
IMA Advisory Services, Inc.
N/A—343-343-100%$1.7K———
Huntington National Bank
N/A—123-123-100%$617———
Financial Gravity Companies, Inc.
N/A—41-41-100%$206———
Silicon Valley Capital Partners
N/A—31-31-100%$156———
LRI Investments, LLC
N/A—25-25-100%$126———
Erste Asset Management GmbH
N/A—00—$0———
Showing 205 of 205 institutions