American Coastal Insurance C (ACIC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Dimensional Fund Advisors LP

INCREASED

Shares1,014,512 from 893,772

Change+120,740 (+14%)

Value$9.2M (-$748.7K)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares663,212 from 677,070

Change-13,858 (-2%)

Value$6.0M (-$1.5M)

Filed 2026-11-06

Antipodes Partners Ltd

INCREASED

Shares369,191 from 113,184

Change+256,007 (+226%)

Value$3.3M (+$2.1M)

Filed 2026-11-05

Creative Planning

INCREASED

Shares308,772 from 31,444

Change+277,328 (+882%)

Value$2.8M (+$2.4M)

Filed 2026-11-02

Ballast Asset Management, LP

NEW

Shares185,300

Change+185,300

Value$1.7M

Filed 2026-11-04

Ritholtz Wealth Management

INCREASED

Shares182,305 from 86,156

Change+96,149 (+112%)

Value$1.6M (+$691.7K)

Filed 2026-11-05

Wedge Capital Management L L P

INCREASED

Shares119,466 from 93,505

Change+25,961 (+28%)

Value$1.1M (+$42.1K)

Filed 2026-10-13

Bank of New York Mellon Corp

DECREASED

Shares94,140 from 94,246

Change-106 (0%)

Value$851.0K (-$195.1K)

Filed 2026-11-05

Lido Advisors, LLC

INCREASED

Shares89,412 from 88,768

Change+644 (+1%)

Value$808.3K (-$177.0K)

Filed 2026-11-04

M Holdings Securities, Inc.

NEW

Shares83,186

Change+83,186

Value$907

Filed 2026-11-03

Verdence Capital Advisors LLC

NEW

Shares44,733

Change+44,733

Value$404.4K

Filed 2026-10-26

Tactive Advisors, LLC

DECREASED

Shares42,406 from 55,015

Change-12,609 (-23%)

Value$383.4K (-$227.3K)

Filed 2026-10-08

Fifth Third Bancorp

INCREASED

Shares36,715 from 28,935

Change+7,780 (+27%)

Value$331.9K (+$10.7K)

Filed 2026-11-05

Regions Financial Corp

UNCHANGED

Shares29,444 from 29,444

Change0 (0%)

Value$266.2K (-$60.7K)

Filed 2026-11-05

Cox Capital Mgt LLC

UNCHANGED

Shares25,322 from 25,322

Change0 (0%)

Value$228.9K (-$52.2K)

Filed 2026-10-07

Welch Group, LLC

UNCHANGED

Shares23,288 from 23,288

Change0 (0%)

Value$210.5K (-$48.0K)

Filed 2026-10-29

Deutsche Bank Ag\

DECREASED

Shares21,444 from 24,589

Change-3,145 (-13%)

Value$193.9K (-$79.1K)

Filed 2026-11-06

Sowell Financial Services LLC

UNCHANGED

Shares19,461 from 19,461

Change0 (0%)

Value$175.9K (-$40.1K)

Filed 2026-10-23

Kathmere Capital Management, LLC

NEW

Shares17,950

Change+17,950

Value$162.3K

Filed 2026-10-20

Russell Investments Group, Ltd.

INCREASED

Shares11,578 from 10,017

Change+1,561 (+16%)

Value$104.7K (-$6.5K)

Filed 2026-11-06

Daytona Street Capital LLC

INCREASED

Shares11,500 from 10,000

Change+1,500 (+15%)

Value$106.3K (-$5.2K)

Filed 2026-10-15

R Squared Ltd

NEW

Shares10,359

Change+10,359

Value$93.6K

Filed 2026-11-06

Baron Wealth Management LLC

NEW

Shares10,214

Change+10,214

Value$92.3K

Filed 2026-10-27

Barclays PLC

INCREASED

Shares9,139 from 3,027

Change+6,112 (+202%)

Value$82.6K (+$49.0K)

Filed 2026-11-06

Versant Capital Management, Inc

INCREASED

Shares7,302 from 418

Change+6,884 (+1647%)

Value$66.0K (+$61.4K)

Filed 2026-10-02

State of Alaska, Department of Revenue

UNCHANGED

Shares5,168 from 5,168

Change0 (0%)

Value$45 (-$57.0K)

Filed 2026-10-15

Farther Finance Advisors, LLC

DECREASED

Shares5,050 from 7,903

Change-2,853 (-36%)

Value$45.7K (-$42.1K)

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares4,625 from 124

Change+4,501 (+3630%)

Value$41.8K (+$40.4K)

Filed 2026-11-03

Citigroup Inc

DECREASED

Shares4,158 from 28,006

Change-23,848 (-85%)

Value$37.6K (-$273.3K)

Filed 2026-11-04

Cornerstone Wealth Group, LLC

INCREASED

Shares2,992 from 2,885

Change+107 (+4%)

Value$520.1K (+$14.5K)

Filed 2026-11-02

Simplex Trading, LLC

INCREASED

Shares2,363 from 346

Change+2,017 (+583%)

Value$21.4K (+$17.5K)

Filed 2026-11-04

Signaturefd, LLC

INCREASED

Shares2,186 from 83

Change+2,103 (+2534%)

Value$19.8K (+$18.8K)

Filed 2026-10-23

Central Trust Co

UNCHANGED

Shares1,349 from 1,349

Change0 (0%)

Value$12.2K (-$2.8K)

Filed 2026-11-05

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,286 from 446

Change+840 (+188%)

Value$11.6K (+$6.7K)

Filed 2026-10-27

Sterling Capital Management LLC

DECREASED

Shares497 from 508

Change-11 (-2%)

Value$4.5K (-$1.1K)

Filed 2026-10-22

Pension & Wealth Management Advisors, Inc.

NEW

Shares296

Change+296

Value$2.7K

Filed 2026-10-16

Gamma Investing LLC

INCREASED

Shares223 from 53

Change+170 (+321%)

Value$2.0K (+$1.4K)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares208 from 208

Change0 (0%)

Value$2.3K ($0)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares173 from 107

Change+66 (+62%)

Value$1.6K (+$376)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares152 from 4

Change+148 (+3700%)

Value$1.4K (+$1.3K)

Filed 2026-10-26

US Bancorp \de\

NEW

Shares136

Change+136

Value$1.2K

Filed 2026-11-05

TD Private Client Wealth LLC

NEW

Shares131

Change+131

Value$1.2K

Filed 2026-10-28

Covestor Ltd

DECREASED

Shares130 from 920

Change-790 (-86%)

Value$1 (-$9)

Filed 2026-10-30

PNC Financial Services Group, Inc.

NEW

Shares127

Change+127

Value$1.1K

Filed 2026-11-06

Larson Financial Group LLC

INCREASED

Shares110 from 61

Change+49 (+80%)

Value$994 (+$317)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

NEW

Shares99

Change+99

Value$895

Filed 2026-10-20

Caitong International Asset Management Co., Ltd

DECREASED

Shares46 from 47

Change-1 (-2%)

Value$416 (-$106)

Filed 2026-10-29

EverSource Wealth Advisors, LLC

INCREASED

Shares37 from 35

Change+2 (+6%)

Value$334 (-$54)

Filed 2026-11-04

Nisa Investment Advisors, LLC

DECREASED

Shares9 from 120

Change-111 (-92%)

Value$81 (-$1.3K)

Filed 2026-10-20

MacKenzie Financial Corp

CLOSED

Shares0 from 82,839

Change-82,839 (-100%)

Value$0 (-$919.5K)

Filed 2026-11-02

Strs Ohio

CLOSED

Shares0 from 43,100

Change-43,100 (-100%)

Value$0 (-$478.4K)

Filed 2026-10-30

Great Lakes Advisors, LLC

CLOSED

Shares0 from 35,837

Change-35,837 (-100%)

Value$0 (-$397.8K)

Filed 2026-11-06

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 1,204

Change-1,204 (-100%)

Value$0 (-$13.4K)

Filed 2026-11-05

True Wealth Design, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$100)

Filed 2026-10-13

Hughes Financial Services, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$67)

Filed 2026-10-30

IFP Advisors, Inc

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$44)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 2,280,065

Change-2,280,065 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 1,254,880

Change-1,254,880 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 995,636

Change-995,636 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 848,367

Change-848,367 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 808,705

Change-808,705 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 591,554

Change-591,554 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 542,359

Change-542,359 (-100%)

Value—

State Street Corp

N/A

Shares— from 509,767

Change-509,767 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 455,576

Change-455,576 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 304,042

Change-304,042 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 288,911

Change-288,911 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 269,533

Change-269,533 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 252,090

Change-252,090 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 239,381

Change-239,381 (-100%)

Value—

Empyrean Capital Partners, LP

N/A

Shares— from 230,877

Change-230,877 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 199,643

Change-199,643 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 189,075

Change-189,075 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 187,793

Change-187,793 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 186,408

Change-186,408 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 162,816

Change-162,816 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 148,735

Change-148,735 (-100%)

Value—

Kennondale Capital Management LLC

N/A

Shares— from 146,782

Change-146,782 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 134,453

Change-134,453 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 132,976

Change-132,976 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 122,583

Change-122,583 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 119,037

Change-119,037 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 113,670

Change-113,670 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 81,009

Change-81,009 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 77,624

Change-77,624 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 74,652

Change-74,652 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 74,508

Change-74,508 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 74,483

Change-74,483 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 73,347

Change-73,347 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 69,183

Change-69,183 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 67,955

Change-67,955 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 67,764

Change-67,764 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 63,330

Change-63,330 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 60,608

Change-60,608 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 54,308

Change-54,308 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 43,994

Change-43,994 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 43,103

Change-43,103 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 41,062

Change-41,062 (-100%)

Value—

UBS Group AG

N/A

Shares— from 36,726

Change-36,726 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 36,500

Change-36,500 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 35,640

Change-35,640 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 31,017

Change-31,017 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 30,658

Change-30,658 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 28,444

Change-28,444 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 26,832

Change-26,832 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 22,092

Change-22,092 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21,103

Change-21,103 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 18,670

Change-18,670 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 18,537

Change-18,537 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 18,181

Change-18,181 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 17,352

Change-17,352 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 16,695

Change-16,695 (-100%)

Value—

Palumbo Wealth Management LLC

N/A

Shares— from 16,647

Change-16,647 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 15,608

Change-15,608 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 15,586

Change-15,586 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,775

Change-13,775 (-100%)

Value—

Atom Investors LP

N/A

Shares— from 13,011

Change-13,011 (-100%)

Value—

Metis Global Partners, LLC

N/A

Shares— from 12,263

Change-12,263 (-100%)

Value—

Vident Advisory, LLC

N/A

Shares— from 11,744

Change-11,744 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 11,605

Change-11,605 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 11,422

Change-11,422 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 11,085

Change-11,085 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 11,076

Change-11,076 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 9,455

Change-9,455 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,467

Change-8,467 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 7,268

Change-7,268 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 6,540

Change-6,540 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,129

Change-4,129 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,079

Change-3,079 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 2,528

Change-2,528 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 2,420

Change-2,420 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,270

Change-2,270 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 2,150

Change-2,150 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 950

Change-950 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 918

Change-918 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 458

Change-458 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 343

Change-343 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 192

Change-192 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 176

Change-176 (-100%)

Value—

Picton Mahoney Asset Management

N/A

Shares— from 166

Change-166 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 47

Change-47 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,014,512	893,772	+120,740	+14%	$9.9M	$9.2M	-$748.7K	2026-11-04
Geode Capital Management, LLC	DECREASED	663,212	677,070	-13,858	-2%	$7.5M	$6.0M	-$1.5M	2026-11-06
Antipodes Partners Ltd	INCREASED	369,191	113,184	+256,007	+226%	$1.3M	$3.3M	+$2.1M	2026-11-05
Creative Planning	INCREASED	308,772	31,444	+277,328	+882%	$349.0K	$2.8M	+$2.4M	2026-11-02
Ballast Asset Management, LP	NEW	185,300	—	+185,300	—	—	$1.7M	—	2026-11-04
Ritholtz Wealth Management	INCREASED	182,305	86,156	+96,149	+112%	$956.3K	$1.6M	+$691.7K	2026-11-05
Wedge Capital Management L L P	INCREASED	119,466	93,505	+25,961	+28%	$1.0M	$1.1M	+$42.1K	2026-10-13
Bank of New York Mellon Corp	DECREASED	94,140	94,246	-106	0%	$1.0M	$851.0K	-$195.1K	2026-11-05
Lido Advisors, LLC	INCREASED	89,412	88,768	+644	+1%	$985.3K	$808.3K	-$177.0K	2026-11-04
M Holdings Securities, Inc.	NEW	83,186	—	+83,186	—	—	$907	—	2026-11-03
Verdence Capital Advisors LLC	NEW	44,733	—	+44,733	—	—	$404.4K	—	2026-10-26
Tactive Advisors, LLC	DECREASED	42,406	55,015	-12,609	-23%	$610.7K	$383.4K	-$227.3K	2026-10-08
Fifth Third Bancorp	INCREASED	36,715	28,935	+7,780	+27%	$321.2K	$331.9K	+$10.7K	2026-11-05
Regions Financial Corp	UNCHANGED	29,444	29,444	0	0%	$326.8K	$266.2K	-$60.7K	2026-11-05
Cox Capital Mgt LLC	UNCHANGED	25,322	25,322	0	0%	$281.1K	$228.9K	-$52.2K	2026-10-07
Welch Group, LLC	UNCHANGED	23,288	23,288	0	0%	$258.5K	$210.5K	-$48.0K	2026-10-29
Deutsche Bank Ag\	DECREASED	21,444	24,589	-3,145	-13%	$272.9K	$193.9K	-$79.1K	2026-11-06
Sowell Financial Services LLC	UNCHANGED	19,461	19,461	0	0%	$216.0K	$175.9K	-$40.1K	2026-10-23
Kathmere Capital Management, LLC	NEW	17,950	—	+17,950	—	—	$162.3K	—	2026-10-20
Russell Investments Group, Ltd.	INCREASED	11,578	10,017	+1,561	+16%	$111.2K	$104.7K	-$6.5K	2026-11-06
Daytona Street Capital LLC	INCREASED	11,500	10,000	+1,500	+15%	$111.5K	$106.3K	-$5.2K	2026-10-15
R Squared Ltd	NEW	10,359	—	+10,359	—	—	$93.6K	—	2026-11-06
Baron Wealth Management LLC	NEW	10,214	—	+10,214	—	—	$92.3K	—	2026-10-27
Barclays PLC	INCREASED	9,139	3,027	+6,112	+202%	$33.6K	$82.6K	+$49.0K	2026-11-06
Versant Capital Management, Inc	INCREASED	7,302	418	+6,884	+1647%	$4.6K	$66.0K	+$61.4K	2026-10-02
State of Alaska, Department of Revenue	UNCHANGED	5,168	5,168	0	0%	$57.0K	$45	-$57.0K	2026-10-15
Farther Finance Advisors, LLC	DECREASED	5,050	7,903	-2,853	-36%	$87.7K	$45.7K	-$42.1K	2026-10-08
Parallel Advisors, LLC	INCREASED	4,625	124	+4,501	+3630%	$1.4K	$41.8K	+$40.4K	2026-11-03
Citigroup Inc	DECREASED	4,158	28,006	-23,848	-85%	$310.9K	$37.6K	-$273.3K	2026-11-04
Cornerstone Wealth Group, LLC	INCREASED	2,992	2,885	+107	+4%	$505.6K	$520.1K	+$14.5K	2026-11-02
Simplex Trading, LLC	INCREASED	2,363	346	+2,017	+583%	$3.8K	$21.4K	+$17.5K	2026-11-04
Signaturefd, LLC	INCREASED	2,186	83	+2,103	+2534%	$921	$19.8K	+$18.8K	2026-10-23
Central Trust Co	UNCHANGED	1,349	1,349	0	0%	$15.0K	$12.2K	-$2.8K	2026-11-05
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,286	446	+840	+188%	$5.0K	$11.6K	+$6.7K	2026-10-27
Sterling Capital Management LLC	DECREASED	497	508	-11	-2%	$5.6K	$4.5K	-$1.1K	2026-10-22
Pension & Wealth Management Advisors, Inc.	NEW	296	—	+296	—	—	$2.7K	—	2026-10-16
Gamma Investing LLC	INCREASED	223	53	+170	+321%	$588	$2.0K	+$1.4K	2026-10-08
Allworth Financial LP	UNCHANGED	208	208	0	0%	$2.3K	$2.3K	$0	2026-11-06
SBI Securities Co., Ltd.	INCREASED	173	107	+66	+62%	$1.2K	$1.6K	+$376	2026-10-22
SJS Investment Consulting Inc.	INCREASED	152	4	+148	+3700%	$45	$1.4K	+$1.3K	2026-10-26
US Bancorp \de\	NEW	136	—	+136	—	—	$1.2K	—	2026-11-05
TD Private Client Wealth LLC	NEW	131	—	+131	—	—	$1.2K	—	2026-10-28
Covestor Ltd	DECREASED	130	920	-790	-86%	$10	$1	-$9	2026-10-30
PNC Financial Services Group, Inc.	NEW	127	—	+127	—	—	$1.1K	—	2026-11-06
Larson Financial Group LLC	INCREASED	110	61	+49	+80%	$677	$994	+$317	2026-11-05
Physician Wealth Advisors, Inc.	NEW	99	—	+99	—	—	$895	—	2026-10-20
Caitong International Asset Management Co., Ltd	DECREASED	46	47	-1	-2%	$522	$416	-$106	2026-10-29
EverSource Wealth Advisors, LLC	INCREASED	37	35	+2	+6%	$388	$334	-$54	2026-11-04
Nisa Investment Advisors, LLC	DECREASED	9	120	-111	-92%	$1.3K	$81	-$1.3K	2026-10-20
MacKenzie Financial Corp	CLOSED	0	82,839	-82,839	-100%	$919.5K	$0	-$919.5K	2026-11-02
Strs Ohio	CLOSED	0	43,100	-43,100	-100%	$478.4K	$0	-$478.4K	2026-10-30
Great Lakes Advisors, LLC	CLOSED	0	35,837	-35,837	-100%	$397.8K	$0	-$397.8K	2026-11-06
Silver Grove Financial Group, Inc.	CLOSED	0	1,204	-1,204	-100%	$13.4K	$0	-$13.4K	2026-11-05
True Wealth Design, LLC	CLOSED	0	9	-9	-100%	$100	$0	-$100	2026-10-13
Hughes Financial Services, LLC	CLOSED	0	6	-6	-100%	$67	$0	-$67	2026-10-30
IFP Advisors, Inc	CLOSED	0	4	-4	-100%	$44	$0	-$44	2026-10-16
BlackRock, Inc.	N/A	—	2,280,065	-2,280,065	-100%	$25.3M	—	—	—
Tieton Capital Management, LLC	N/A	—	1,254,880	-1,254,880	-100%	$13.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	995,636	-995,636	-100%	$11.1M	—	—	—
American Century Companies Inc	N/A	—	848,367	-848,367	-100%	$9.4M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	808,705	-808,705	-100%	$9.0M	—	—	—
Two Sigma Investments, LP	N/A	—	591,554	-591,554	-100%	$6.6M	—	—	—
Renaissance Technologies LLC	N/A	—	542,359	-542,359	-100%	$6.0M	—	—	—
State Street Corp	N/A	—	509,767	-509,767	-100%	$5.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	455,576	-455,576	-100%	$5.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	304,042	-304,042	-100%	$3.4M	—	—	—
SEI Investments Co	N/A	—	288,911	-288,911	-100%	$3.2M	—	—	—
Empowered Funds, LLC	N/A	—	269,533	-269,533	-100%	$3.0M	—	—	—
AQR Capital Management LLC	N/A	—	252,090	-252,090	-100%	$2.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	239,381	-239,381	-100%	$2.7M	—	—	—
Empyrean Capital Partners, LP	N/A	—	230,877	-230,877	-100%	$2.6M	—	—	—
Northern Trust Corp	N/A	—	199,643	-199,643	-100%	$2.2M	—	—	—
Crews Bank & Trust	N/A	—	189,075	-189,075	-100%	$2.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	187,793	-187,793	-100%	$2.1M	—	—	—
Tudor Investment Corp ET AL	N/A	—	186,408	-186,408	-100%	$2.1M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	162,816	-162,816	-100%	$1.8M	—	—	—
Westwood Holdings Group Inc	N/A	—	148,735	-148,735	-100%	$1.7M	—	—	—
Kennondale Capital Management LLC	N/A	—	146,782	-146,782	-100%	$1.6M	—	—	—
Mercer Global Advisors Inc	N/A	—	134,453	-134,453	-100%	$1.5M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	132,976	-132,976	-100%	$1.5M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	122,583	-122,583	-100%	$1.4M	—	—	—
HRT Financial LP	N/A	—	119,037	-119,037	-100%	$1.3M	—	—	—
Franklin Resources Inc	N/A	—	113,670	-113,670	-100%	$1.3M	—	—	—
First Trust Advisors LP	N/A	—	81,009	-81,009	-100%	$899.2K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	77,624	-77,624	-100%	$861.6K	—	—	—
Raymond James Financial Inc	N/A	—	74,652	-74,652	-100%	$828.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	74,508	-74,508	-100%	$827.0K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	74,483	-74,483	-100%	$826.8K	—	—	—
Bank of America Corp	N/A	—	73,347	-73,347	-100%	$814.2K	—	—	—
Morgan Stanley	N/A	—	69,183	-69,183	-100%	$767.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	67,955	-67,955	-100%	$754.3K	—	—	—
Nuveen, LLC	N/A	—	67,764	-67,764	-100%	$752.2K	—	—	—
Quantinno Capital Management LP	N/A	—	63,330	-63,330	-100%	$703.0K	—	—	—
Jane Street Group, LLC	N/A	—	60,608	-60,608	-100%	$672.7K	—	—	—
IHT Wealth Management, LLC	N/A	—	54,308	-54,308	-100%	$602.8K	—	—	—
State of Wisconsin Investment Board	N/A	—	43,994	-43,994	-100%	$488.3K	—	—	—
Mangrove Partners IM, LLC	N/A	—	43,103	-43,103	-100%	$478.4K	—	—	—
Millennium Management LLC	N/A	—	41,062	-41,062	-100%	$455.8K	—	—	—
UBS Group AG	N/A	—	36,726	-36,726	-100%	$407.7K	—	—	—
Canada Pension Plan Investment Board	N/A	—	36,500	-36,500	-100%	$405.2K	—	—	—
Alliancebernstein L.P.	N/A	—	35,640	-35,640	-100%	$401.0K	—	—	—
Rhumbline Advisers	N/A	—	31,017	-31,017	-100%	$344.3K	—	—	—
Militia Capital Management LLC	N/A	—	30,658	-30,658	-100%	$340.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	28,444	-28,444	-100%	$315.7K	—	—	—
Martingale Asset Management L P	N/A	—	26,832	-26,832	-100%	$297.8K	—	—	—
Jump Financial, LLC	N/A	—	22,092	-22,092	-100%	$245.2K	—	—	—
Wells Fargo & Company	N/A	—	21,103	-21,103	-100%	$234.2K	—	—	—
Invesco Ltd.	N/A	—	18,670	-18,670	-100%	$207.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	18,537	-18,537	-100%	$206.0K	—	—	—
Graham Capital Management, L.P.	N/A	—	18,181	-18,181	-100%	$201.8K	—	—	—
Balyasny Asset Management L.P.	N/A	—	17,352	-17,352	-100%	$192.6K	—	—	—
MetLife Investment Management, LLC	N/A	—	16,695	-16,695	-100%	$185.3K	—	—	—
Palumbo Wealth Management LLC	N/A	—	16,647	-16,647	-100%	$184.8K	—	—	—
JPMorgan Chase & Co	N/A	—	15,608	-15,608	-100%	$173.2K	—	—	—
Squarepoint Ops LLC	N/A	—	15,586	-15,586	-100%	$173.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,775	-13,775	-100%	$152.9K	—	—	—
Atom Investors LP	N/A	—	13,011	-13,011	-100%	$144.4K	—	—	—
Metis Global Partners, LLC	N/A	—	12,263	-12,263	-100%	$136.1K	—	—	—
Vident Advisory, LLC	N/A	—	11,744	-11,744	-100%	$130.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	11,605	-11,605	-100%	$128.8K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	11,422	-11,422	-100%	$126.8K	—	—	—
Marble Wealth, LLC	N/A	—	11,085	-11,085	-100%	$123.0K	—	—	—
Quadrature Capital Ltd	N/A	—	11,076	-11,076	-100%	$122.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,000	-10,000	-100%	$111.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	9,455	-9,455	-100%	$105.0K	—	—	—
FMR LLC	N/A	—	8,467	-8,467	-100%	$94.0K	—	—	—
New York State Common Retirement Fund	N/A	—	7,268	-7,268	-100%	$80.7K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	6,540	-6,540	-100%	$72.6K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,129	-4,129	-100%	$45.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,079	-3,079	-100%	$34.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	2,528	-2,528	-100%	$28.1K	—	—	—
Ancora Advisors LLCA	N/A	—	2,420	-2,420	-100%	$26.9K	—	—	—
Legal & General Group Plc	N/A	—	2,270	-2,270	-100%	$25.2K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	2,150	-2,150	-100%	$23.9K	—	—	—
Royal Bank of Canada	N/A	—	950	-950	-100%	$10.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	918	-918	-100%	$10.2K	—	—	—
Arax Advisory Partners	N/A	—	458	-458	-100%	$5.1K	—	—	—
California State Teachers Retirement System	N/A	—	343	-343	-100%	$3.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	192	-192	-100%	$2.1K	—	—	—
Bogart Wealth, LLC	N/A	—	176	-176	-100%	$2.0K	—	—	—
Picton Mahoney Asset Management	N/A	—	166	-166	-100%	$1.8K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	75	-75	-100%	$833	—	—	—
Rialto Wealth Management, LLC	N/A	—	47	-47	-100%	$522	—	—	—
Rothschild Investment LLC	N/A	—	11	-11	-100%	$122	—	—	—
Smartleaf Asset Management LLC	N/A	—	10	-10	-100%	$111	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$11	—	—	—

Showing 146 of 146 institutions