Velo3d Inc (VELO)

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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Tema Etfs LLC

DECREASED

Shares695,438 from 762,160

Change-66,722 (-9%)

Value$7.6M (-$5.8M)

Filed 2026-10-16

Oppenheimer & Co Inc

DECREASED

Shares140,582 from 193,705

Change-53,123 (-27%)

Value$1.5M (-$1.9M)

Filed 2026-10-26

PFG Advisors

DECREASED

Shares74,839 from 74,983

Change-144 (0%)

Value$815.0K (-$501.0K)

Filed 2026-10-16

Imc-Chicago, LLC

DECREASED

Shares64,136 from 70,580

Change-6,444 (-9%)

Value$698.4K (-$540.2K)

Filed 2026-11-05

Apollon Wealth Management, LLC

INCREASED

Shares57,242 from 55,066

Change+2,176 (+4%)

Value$623.4K (-$343.0K)

Filed 2026-10-23

Griffin Asset Management, Inc.

INCREASED

Shares44,228 from 33,103

Change+11,125 (+34%)

Value$481.6K (-$99.3K)

Filed 2026-10-22

Bank of New York Mellon Corp

INCREASED

Shares35,918 from 35,787

Change+131 (+0%)

Value$391.1K (-$236.9K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares24,957 from 13,645

Change+11,312 (+83%)

Value$272 (-$238.7K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares24,443 from 57,898

Change-33,455 (-58%)

Value$266.2K (-$749.9K)

Filed 2026-11-02

Sigma Planning Corp

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$217.8K (-$133.2K)

Filed 2026-10-23

Creative Planning

NEW

Shares19,624

Change+19,624

Value$213.7K

Filed 2026-11-02

Sapient Capital LLC

UNCHANGED

Shares16,534 from 16,534

Change0 (0%)

Value$180.1K (-$110.1K)

Filed 2026-10-08

HBW Advisory Services LLC

UNCHANGED

Shares15,650 from 15,650

Change0 (0%)

Value$170.4K (-$104.2K)

Filed 2026-10-15

StoneX Group Inc.

NEW

Shares10,237

Change+10,237

Value$113.2K

Filed 2026-11-03

Simplex Trading, LLC

DECREASED

Shares8,294 from 31,932

Change-23,638 (-74%)

Value$90.3K (-$470.1K)

Filed 2026-11-04

SBI Securities Co., Ltd.

INCREASED

Shares5,368 from 5,363

Change+5 (+0%)

Value$58.5K (-$35.7K)

Filed 2026-10-22

Bullock Wealth Management Group

NEW

Shares3,307

Change+3,307

Value$34.6K

Filed 2026-10-09

Citigroup Inc

DECREASED

Shares3,247 from 10,277

Change-7,030 (-68%)

Value$35.4K (-$145.0K)

Filed 2026-11-04

Larson Financial Group LLC

DECREASED

Shares1,296 from 1,836

Change-540 (-29%)

Value$14.1K (-$18.1K)

Filed 2026-11-05

Signaturefd, LLC

INCREASED

Shares1,041 from 450

Change+591 (+131%)

Value$11.3K (+$3.4K)

Filed 2026-10-23

US Bancorp \de\

NEW

Shares1,000

Change+1,000

Value$10.9K

Filed 2026-11-05

City Holding Co

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$10.9K (-$6.7K)

Filed 2026-10-19

Caitong International Asset Management Co., Ltd

DECREASED

Shares643 from 80,861

Change-80,218 (-99%)

Value$7.0K (-$1.4M)

Filed 2026-10-29

Sterling Capital Management LLC

INCREASED

Shares542 from 58

Change+484 (+834%)

Value$5.9K (+$4.9K)

Filed 2026-10-22

Richardson Capital Management LLC

NEW

Shares517

Change+517

Value$5.6K

Filed 2026-10-23

Financial Consulate, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.4K (-$3.3K)

Filed 2026-10-23

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares350 from 350

Change0 (0%)

Value$4 (-$3)

Filed 2026-11-04

Hurley Capital, LLC

UNCHANGED

Shares331 from 331

Change0 (0%)

Value$3.6K (-$2.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

DECREASED

Shares309 from 459

Change-150 (-33%)

Value$3.4K (-$4.7K)

Filed 2026-10-08

Investors Research Corp

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$3.0K (-$1.9K)

Filed 2026-10-07

Signature Resources Capital Management, LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.7K (-$1.7K)

Filed 2026-10-16

True Wealth Design, LLC

UNCHANGED

Shares220 from 220

Change0 (0%)

Value$2.4K (-$1.5K)

Filed 2026-10-13

IFP Advisors, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.2K (-$1.3K)

Filed 2026-10-16

Buck Wealth Strategies, LLC

NEW

Shares150

Change+150

Value$1.6K

Filed 2026-10-28

Barrett & Company, Inc.

DECREASED

Shares100 from 101

Change-1 (-1%)

Value$1.1K (-$684)

Filed 2026-10-22

Nemes Rush Group LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.1K (-$666)

Filed 2026-11-04

TD Waterhouse Canada Inc.

NEW

Shares73

Change+73

Value$764

Filed 2026-10-16

SJS Investment Consulting Inc.

NEW

Shares68

Change+68

Value$741

Filed 2026-10-26

EverSource Wealth Advisors, LLC

NEW

Shares53

Change+53

Value$577

Filed 2026-11-04

Eastern Bank

NEW

Shares37

Change+37

Value$403

Filed 2026-10-05

Ascentis Wealth Management, LLC

NEW

Shares24

Change+24

Value$261

Filed 2026-11-03

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$109 (-$67)

Filed 2026-10-23

1620 Investment Advisors, Inc.

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$101 (-$61)

Filed 2026-11-04

Fifth Third Bancorp

NEW

Shares1

Change+1

Value$11

Filed 2026-11-05

Byrne Asset Management LLC

CLOSED

Shares0 from 14,280

Change-14,280 (-100%)

Value$0 (-$250.6K)

Filed 2026-10-06

Brookstone Capital Management

CLOSED

Shares0 from 12,285

Change-12,285 (-100%)

Value$0 (-$215.6K)

Filed 2026-10-22

Thompson Davis & Co., Inc.

CLOSED

Shares0 from 11,900

Change-11,900 (-100%)

Value$0 (-$208.8K)

Filed 2026-11-05

Bayforest Capital Ltd

CLOSED

Shares0 from 7,777

Change-7,777 (-100%)

Value$0 (-$136.5K)

Filed 2026-11-03

State of Wyoming

CLOSED

Shares0 from 4,704

Change-4,704 (-100%)

Value$0 (-$82.6K)

Filed 2026-10-28

FNY Investment Advisers, LLC

CLOSED

Shares0 from 3,681

Change-3,681 (-100%)

Value$0 (-$64)

Filed 2026-10-16

Strs Ohio

CLOSED

Shares0 from 2,100

Change-2,100 (-100%)

Value$0 (-$36.9K)

Filed 2026-10-30

MCF Advisors LLC

CLOSED

Shares0 from 756

Change-756 (-100%)

Value$0 (-$13.3K)

Filed 2026-10-28

Tradewinds Capital Management, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$3.5K)

Filed 2026-10-23

Atlantic Edge Private Wealth Management, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-20

CoreCap Advisors, LLC

CLOSED

Shares0 from 84

Change-84 (-100%)

Value$0 (-$1.5K)

Filed 2026-10-08

Fortitude Family Office, LLC

CLOSED

Shares0 from 35

Change-35 (-100%)

Value$0 (-$614)

Filed 2026-10-14

Reap Financial Group, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$439)

Filed 2026-11-02

Stone House Investment Management, LLC

CLOSED

Shares0 from 18

Change-18 (-100%)

Value$0 (-$315)

Filed 2026-10-23

BlackRock, Inc.

N/A

Shares— from 1,381,069

Change-1,381,069 (-100%)

Value—

AWM Investment Company, Inc.

N/A

Shares— from 1,322,066

Change-1,322,066 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,003,982

Change-1,003,982 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 760,262

Change-760,262 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 647,065

Change-647,065 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 575,600

Change-575,600 (-100%)

Value—

Next Century Growth Investors LLC

N/A

Shares— from 553,356

Change-553,356 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 440,818

Change-440,818 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 372,040

Change-372,040 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 321,596

Change-321,596 (-100%)

Value—

UBS Group AG

N/A

Shares— from 309,954

Change-309,954 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 303,439

Change-303,439 (-100%)

Value—

Ghisallo Capital Management LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

ARK Investment Management LLC

N/A

Shares— from 194,753

Change-194,753 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 177,743

Change-177,743 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 130,999

Change-130,999 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 119,204

Change-119,204 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 114,318

Change-114,318 (-100%)

Value—

Invst, LLC

N/A

Shares— from 103,529

Change-103,529 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 99,936

Change-99,936 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 95,144

Change-95,144 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 75,987

Change-75,987 (-100%)

Value—

Moore Capital Management, LP

N/A

Shares— from 75,000

Change-75,000 (-100%)

Value—

Polen Capital Management LLC

N/A

Shares— from 74,422

Change-74,422 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 65,405

Change-65,405 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 62,266

Change-62,266 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 60,602

Change-60,602 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 58,327

Change-58,327 (-100%)

Value—

VK Services, LLC

N/A

Shares— from 57,810

Change-57,810 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 57,698

Change-57,698 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 53,654

Change-53,654 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 51,651

Change-51,651 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 50,207

Change-50,207 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 46,061

Change-46,061 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 44,320

Change-44,320 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 43,521

Change-43,521 (-100%)

Value—

Sender Co & Partners, Inc.

N/A

Shares— from 33,319

Change-33,319 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 31,764

Change-31,764 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 27,208

Change-27,208 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 27,081

Change-27,081 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 24,366

Change-24,366 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 20,516

Change-20,516 (-100%)

Value—

Connective Capital Management, LLC

N/A

Shares— from 19,659

Change-19,659 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 18,318

Change-18,318 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 16,437

Change-16,437 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,390

Change-16,390 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 15,791

Change-15,791 (-100%)

Value—

DnB Asset Management AS

N/A

Shares— from 14,010

Change-14,010 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 13,955

Change-13,955 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,560

Change-13,560 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,627

Change-12,627 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,809

Change-11,809 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 11,367

Change-11,367 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 10,190

Change-10,190 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,954

Change-9,954 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 8,920

Change-8,920 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 8,369

Change-8,369 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,574

Change-7,574 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,565

Change-7,565 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 7,527

Change-7,527 (-100%)

Value—

Barclays PLC

N/A

Shares— from 7,200

Change-7,200 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,700

Change-5,700 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,872

Change-4,872 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,631

Change-4,631 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,653

Change-3,653 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,874

Change-2,874 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,744

Change-2,744 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,611

Change-1,611 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,602

Change-1,602 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,499

Change-1,499 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,326

Change-1,326 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,014

Change-1,014 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 900

Change-900 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 517

Change-517 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 435

Change-435 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 330

Change-330 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 227

Change-227 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 70

Change-70 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 60

Change-60 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Tema Etfs LLC	DECREASED	695,438	762,160	-66,722	-9%	$13.4M	$7.6M	-$5.8M	2026-10-16
Oppenheimer & Co Inc	DECREASED	140,582	193,705	-53,123	-27%	$3.4M	$1.5M	-$1.9M	2026-10-26
PFG Advisors	DECREASED	74,839	74,983	-144	0%	$1.3M	$815.0K	-$501.0K	2026-10-16
Imc-Chicago, LLC	DECREASED	64,136	70,580	-6,444	-9%	$1.2M	$698.4K	-$540.2K	2026-11-05
Apollon Wealth Management, LLC	INCREASED	57,242	55,066	+2,176	+4%	$966.4K	$623.4K	-$343.0K	2026-10-23
Griffin Asset Management, Inc.	INCREASED	44,228	33,103	+11,125	+34%	$581.0K	$481.6K	-$99.3K	2026-10-22
Bank of New York Mellon Corp	INCREASED	35,918	35,787	+131	+0%	$628.1K	$391.1K	-$236.9K	2026-11-05
Cambridge Investment Research Advisors, Inc.	INCREASED	24,957	13,645	+11,312	+83%	$239.0K	$272	-$238.7K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	24,443	57,898	-33,455	-58%	$1.0M	$266.2K	-$749.9K	2026-11-02
Sigma Planning Corp	UNCHANGED	20,000	20,000	0	0%	$351.0K	$217.8K	-$133.2K	2026-10-23
Creative Planning	NEW	19,624	—	+19,624	—	—	$213.7K	—	2026-11-02
Sapient Capital LLC	UNCHANGED	16,534	16,534	0	0%	$290.2K	$180.1K	-$110.1K	2026-10-08
HBW Advisory Services LLC	UNCHANGED	15,650	15,650	0	0%	$274.7K	$170.4K	-$104.2K	2026-10-15
StoneX Group Inc.	NEW	10,237	—	+10,237	—	—	$113.2K	—	2026-11-03
Simplex Trading, LLC	DECREASED	8,294	31,932	-23,638	-74%	$560.4K	$90.3K	-$470.1K	2026-11-04
SBI Securities Co., Ltd.	INCREASED	5,368	5,363	+5	+0%	$94.1K	$58.5K	-$35.7K	2026-10-22
Bullock Wealth Management Group	NEW	3,307	—	+3,307	—	—	$34.6K	—	2026-10-09
Citigroup Inc	DECREASED	3,247	10,277	-7,030	-68%	$180.4K	$35.4K	-$145.0K	2026-11-04
Larson Financial Group LLC	DECREASED	1,296	1,836	-540	-29%	$32.2K	$14.1K	-$18.1K	2026-11-05
Signaturefd, LLC	INCREASED	1,041	450	+591	+131%	$7.9K	$11.3K	+$3.4K	2026-10-23
US Bancorp \de\	NEW	1,000	—	+1,000	—	—	$10.9K	—	2026-11-05
City Holding Co	UNCHANGED	1,000	1,000	0	0%	$17.5K	$10.9K	-$6.7K	2026-10-19
Caitong International Asset Management Co., Ltd	DECREASED	643	80,861	-80,218	-99%	$1.4M	$7.0K	-$1.4M	2026-10-29
Sterling Capital Management LLC	INCREASED	542	58	+484	+834%	$1.0K	$5.9K	+$4.9K	2026-10-22
Richardson Capital Management LLC	NEW	517	—	+517	—	—	$5.6K	—	2026-10-23
Financial Consulate, Inc	UNCHANGED	500	500	0	0%	$8.8K	$5.4K	-$3.3K	2026-10-23
Hazlett, Burt & Watson, Inc.	UNCHANGED	350	350	0	0%	$7	$4	-$3	2026-11-04
Hurley Capital, LLC	UNCHANGED	331	331	0	0%	$5.8K	$3.6K	-$2.2K	2026-11-05
Farther Finance Advisors, LLC	DECREASED	309	459	-150	-33%	$8.1K	$3.4K	-$4.7K	2026-10-08
Investors Research Corp	UNCHANGED	280	280	0	0%	$4.9K	$3.0K	-$1.9K	2026-10-07
Signature Resources Capital Management, LLC	UNCHANGED	250	250	0	0%	$4.4K	$2.7K	-$1.7K	2026-10-16
True Wealth Design, LLC	UNCHANGED	220	220	0	0%	$3.9K	$2.4K	-$1.5K	2026-10-13
IFP Advisors, Inc	UNCHANGED	200	200	0	0%	$3.5K	$2.2K	-$1.3K	2026-10-16
Buck Wealth Strategies, LLC	NEW	150	—	+150	—	—	$1.6K	—	2026-10-28
Barrett & Company, Inc.	DECREASED	100	101	-1	-1%	$1.8K	$1.1K	-$684	2026-10-22
Nemes Rush Group LLC	UNCHANGED	100	100	0	0%	$1.8K	$1.1K	-$666	2026-11-04
TD Waterhouse Canada Inc.	NEW	73	—	+73	—	—	$764	—	2026-10-16
SJS Investment Consulting Inc.	NEW	68	—	+68	—	—	$741	—	2026-10-26
EverSource Wealth Advisors, LLC	NEW	53	—	+53	—	—	$577	—	2026-11-04
Eastern Bank	NEW	37	—	+37	—	—	$403	—	2026-10-05
Ascentis Wealth Management, LLC	NEW	24	—	+24	—	—	$261	—	2026-11-03
Wilmington Savings Fund Society, FSB	UNCHANGED	10	10	0	0%	$176	$109	-$67	2026-10-23
1620 Investment Advisors, Inc.	UNCHANGED	9	9	0	0%	$162	$101	-$61	2026-11-04
Fifth Third Bancorp	NEW	1	—	+1	—	—	$11	—	2026-11-05
Byrne Asset Management LLC	CLOSED	0	14,280	-14,280	-100%	$250.6K	$0	-$250.6K	2026-10-06
Brookstone Capital Management	CLOSED	0	12,285	-12,285	-100%	$215.6K	$0	-$215.6K	2026-10-22
Thompson Davis & Co., Inc.	CLOSED	0	11,900	-11,900	-100%	$208.8K	$0	-$208.8K	2026-11-05
Bayforest Capital Ltd	CLOSED	0	7,777	-7,777	-100%	$136.5K	$0	-$136.5K	2026-11-03
State of Wyoming	CLOSED	0	4,704	-4,704	-100%	$82.6K	$0	-$82.6K	2026-10-28
FNY Investment Advisers, LLC	CLOSED	0	3,681	-3,681	-100%	$64	$0	-$64	2026-10-16
Strs Ohio	CLOSED	0	2,100	-2,100	-100%	$36.9K	$0	-$36.9K	2026-10-30
MCF Advisors LLC	CLOSED	0	756	-756	-100%	$13.3K	$0	-$13.3K	2026-10-28
Tradewinds Capital Management, LLC	CLOSED	0	200	-200	-100%	$3.5K	$0	-$3.5K	2026-10-23
Atlantic Edge Private Wealth Management, LLC	CLOSED	0	100	-100	-100%	$1.8K	$0	-$1.8K	2026-10-20
CoreCap Advisors, LLC	CLOSED	0	84	-84	-100%	$1.5K	$0	-$1.5K	2026-10-08
Fortitude Family Office, LLC	CLOSED	0	35	-35	-100%	$614	$0	-$614	2026-10-14
Reap Financial Group, LLC	CLOSED	0	25	-25	-100%	$439	$0	-$439	2026-11-02
Stone House Investment Management, LLC	CLOSED	0	18	-18	-100%	$315	$0	-$315	2026-10-23
BlackRock, Inc.	N/A	—	1,381,069	-1,381,069	-100%	$24.2M	—	—	—
AWM Investment Company, Inc.	N/A	—	1,322,066	-1,322,066	-100%	$23.2M	—	—	—
State Street Corp	N/A	—	1,003,982	-1,003,982	-100%	$17.6M	—	—	—
Tidal Investments LLC	N/A	—	760,262	-760,262	-100%	$13.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	647,065	-647,065	-100%	$11.4M	—	—	—
Susquehanna International Group, LLP	N/A	—	575,600	-575,600	-100%	$10.1M	—	—	—
Next Century Growth Investors LLC	N/A	—	553,356	-553,356	-100%	$9.7M	—	—	—
Geode Capital Management, LLC	N/A	—	440,818	-440,818	-100%	$7.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	372,040	-372,040	-100%	$6.5M	—	—	—
Jane Street Group, LLC	N/A	—	321,596	-321,596	-100%	$5.6M	—	—	—
UBS Group AG	N/A	—	309,954	-309,954	-100%	$5.4M	—	—	—
Millennium Management LLC	N/A	—	303,439	-303,439	-100%	$5.3M	—	—	—
Ghisallo Capital Management LLC	N/A	—	200,000	-200,000	-100%	$3.5M	—	—	—
ARK Investment Management LLC	N/A	—	194,753	-194,753	-100%	$3.4M	—	—	—
Jump Financial, LLC	N/A	—	177,743	-177,743	-100%	$3.1M	—	—	—
Northern Trust Corp	N/A	—	130,999	-130,999	-100%	$2.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	119,204	-119,204	-100%	$2.1M	—	—	—
LPL Financial LLC	N/A	—	114,318	-114,318	-100%	$2.0M	—	—	—
Invst, LLC	N/A	—	103,529	-103,529	-100%	$1.8M	—	—	—
Two Sigma Investments, LP	N/A	—	99,936	-99,936	-100%	$1.8M	—	—	—
Tudor Investment Corp ET AL	N/A	—	95,144	-95,144	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	75,987	-75,987	-100%	$1.3M	—	—	—
Moore Capital Management, LP	N/A	—	75,000	-75,000	-100%	$1.3M	—	—	—
Polen Capital Management LLC	N/A	—	74,422	-74,422	-100%	$1.3M	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	65,405	-65,405	-100%	$1.1M	—	—	—
Clear Street Group Inc.	N/A	—	62,266	-62,266	-100%	$1.1M	—	—	—
Marex Group Ltd	N/A	—	60,602	-60,602	-100%	$1.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	58,327	-58,327	-100%	$1.0M	—	—	—
VK Services, LLC	N/A	—	57,810	-57,810	-100%	$1.0M	—	—	—
Citadel Advisors LLC	N/A	—	57,698	-57,698	-100%	$1.0M	—	—	—
Cetera Investment Advisers	N/A	—	53,654	-53,654	-100%	$941.6K	—	—	—
Morgan Stanley	N/A	—	51,651	-51,651	-100%	$906.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	50,207	-50,207	-100%	$881.1K	—	—	—
Bank of America Corp	N/A	—	46,061	-46,061	-100%	$808.4K	—	—	—
Balyasny Asset Management L.P.	N/A	—	44,320	-44,320	-100%	$777.8K	—	—	—
Point72 Asset Management, L.P.	N/A	—	43,521	-43,521	-100%	$763.8K	—	—	—
Sender Co & Partners, Inc.	N/A	—	33,319	-33,319	-100%	$584.7K	—	—	—
Nomura Holdings Inc	N/A	—	32,000	-32,000	-100%	$561.6K	—	—	—
Raymond James Financial Inc	N/A	—	31,764	-31,764	-100%	$557.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	27,208	-27,208	-100%	$477.5K	—	—	—
Nuveen, LLC	N/A	—	27,081	-27,081	-100%	$475.3K	—	—	—
Group One Trading LLC	N/A	—	24,366	-24,366	-100%	$427.6K	—	—	—
Rhumbline Advisers	N/A	—	20,516	-20,516	-100%	$360.1K	—	—	—
Connective Capital Management, LLC	N/A	—	19,659	-19,659	-100%	$345.0K	—	—	—
Virtu Financial LLC	N/A	—	18,318	-18,318	-100%	$321.0K	—	—	—
Deutsche Bank Ag\	N/A	—	16,437	-16,437	-100%	$288.5K	—	—	—
Wells Fargo & Company	N/A	—	16,390	-16,390	-100%	$287.6K	—	—	—
Engineers Gate Manager LP	N/A	—	15,791	-15,791	-100%	$277.1K	—	—	—
DnB Asset Management AS	N/A	—	14,010	-14,010	-100%	$245.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	13,955	-13,955	-100%	$244.9K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,560	-13,560	-100%	$238.0K	—	—	—
HighTower Advisors, LLC	N/A	—	12,627	-12,627	-100%	$221.6K	—	—	—
Cerity Partners LLC	N/A	—	11,809	-11,809	-100%	$207.2K	—	—	—
Centiva Capital, LP	N/A	—	11,367	-11,367	-100%	$199.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	10,190	-10,190	-100%	$178.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,954	-9,954	-100%	$174.7K	—	—	—
SG Americas Securities, LLC	N/A	—	8,920	-8,920	-100%	$157.0K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	8,369	-8,369	-100%	$130.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,574	-7,574	-100%	$132.9K	—	—	—
JPMorgan Chase & Co	N/A	—	7,565	-7,565	-100%	$139.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	7,527	-7,527	-100%	$132.1K	—	—	—
Barclays PLC	N/A	—	7,200	-7,200	-100%	$126.4K	—	—	—
New York State Common Retirement Fund	N/A	—	5,700	-5,700	-100%	$100.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,872	-4,872	-100%	$85.5K	—	—	—
FMR LLC	N/A	—	4,631	-4,631	-100%	$81.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,653	-3,653	-100%	$60.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,874	-2,874	-100%	$50.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,800	-2,800	-100%	$49.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,744	-2,744	-100%	$48.2K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,611	-1,611	-100%	$28.3K	—	—	—
Legal & General Group Plc	N/A	—	1,602	-1,602	-100%	$28.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,499	-1,499	-100%	$26.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,326	-1,326	-100%	$23.3K	—	—	—
Bogart Wealth, LLC	N/A	—	1,100	-1,100	-100%	$19.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,014	-1,014	-100%	$17.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	900	-900	-100%	$15.8K	—	—	—
Arax Advisory Partners	N/A	—	517	-517	-100%	$9.1K	—	—	—
Allworth Financial LP	N/A	—	435	-435	-100%	$7.6K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	330	-330	-100%	$5.8K	—	—	—
Truvestments Capital LLC	N/A	—	330	-330	-100%	$5.8K	—	—	—
California State Teachers Retirement System	N/A	—	227	-227	-100%	$4.0K	—	—	—
Aventura Private Wealth, LLC	N/A	—	100	-100	-100%	$1.8K	—	—	—
National Bank of Canada	N/A	—	70	-70	-100%	$1.2K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	60	-60	-100%	$1.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	58	-58	-100%	$1.0K	—	—	—
Crewe Advisors LLC	N/A	—	14	-14	-100%	$246	—	—	—
Global Retirement Partners, LLC	N/A	—	2	-2	-100%	$35	—	—	—
Danske Bank A/S	N/A	—	1	-1	-100%	$18	—	—	—

Showing 146 of 146 institutions