Village Super Market (VLGEA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares748,258 from 742,855

Change+5,403 (+1%)

Value$34.0M (+$2.7M)

Filed 2026-11-04

Money Concepts Capital Corp

INCREASED

Shares404,548 from 399,653

Change+4,895 (+1%)

Value$18.4M (+$1.5M)

Filed 2026-11-06

Geode Capital Management, LLC

INCREASED

Shares374,560 from 250,092

Change+124,468 (+50%)

Value$17.0M (+$6.5M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares128,050 from 68,947

Change+59,103 (+86%)

Value$5.8M (+$2.9M)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares106,340 from 103,667

Change+2,673 (+3%)

Value$4.8M (+$457.3K)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

DECREASED

Shares104,093 from 114,054

Change-9,961 (-9%)

Value$4.7M (-$125.0K)

Filed 2026-11-04

LSV Asset Management

DECREASED

Shares90,971 from 92,571

Change-1,600 (-2%)

Value$4.1K (-$3.9M)

Filed 2026-11-06

North Star Investment Management Corp.

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$2.3M (+$162.0K)

Filed 2026-10-27

Uncommon Cents Investing Inc

DECREASED

Shares30,055 from 30,285

Change-230 (-1%)

Value$1.4M (+$87.7K)

Filed 2026-10-20

Value Investment Professionals, LLC

INCREASED

Shares26,869 from 26,846

Change+23 (+0%)

Value$1.2M (+$88.0K)

Filed 2026-10-13

SummerHaven Investment Management, LLC

NEW

Shares21,243

Change+21,243

Value$964.9K

Filed 2026-10-19

Citigroup Inc

DECREASED

Shares9,921 from 14,503

Change-4,582 (-32%)

Value$450.6K (-$161.1K)

Filed 2026-11-04

Morton Brown Family Wealth, LLC

DECREASED

Shares8,745 from 9,245

Change-500 (-5%)

Value$397.2K (+$7.2K)

Filed 2026-10-23

Great Lakes Advisors, LLC

DECREASED

Shares8,730 from 9,658

Change-928 (-10%)

Value$396.5K (-$10.9K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares8,681 from 7,455

Change+1,226 (+16%)

Value$394.3K (+$79.8K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares7,963 from 9,157

Change-1,194 (-13%)

Value$361.7K (-$24.6K)

Filed 2026-11-06

Bailard, Inc.

INCREASED

Shares7,400 from 6,800

Change+600 (+9%)

Value$336.1K (+$49.3K)

Filed 2026-10-13

Ullmann Wealth Partners Group, LLC

NEW

Shares4,914

Change+4,914

Value$223.2K

Filed 2026-11-02

Ritholtz Wealth Management

DECREASED

Shares4,689 from 4,869

Change-180 (-4%)

Value$213.0K (+$7.6K)

Filed 2026-11-05

Barclays PLC

INCREASED

Shares4,090 from 1,475

Change+2,615 (+177%)

Value$185.8K (+$123.6K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares3,760 from 1,131

Change+2,629 (+232%)

Value$170.8K (+$123.1K)

Filed 2026-10-23

PNC Financial Services Group, Inc.

DECREASED

Shares2,621 from 2,701

Change-80 (-3%)

Value$119.0K (+$5.1K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares1,776 from 1,729

Change+47 (+3%)

Value$80.7K (+$7.7K)

Filed 2026-10-16

State of Alaska, Department of Revenue

UNCHANGED

Shares1,760 from 1,760

Change0 (0%)

Value$79 (-$55.9K)

Filed 2026-10-15

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$77.2K (+$5.5K)

Filed 2026-10-23

Abound Wealth Management

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$68.1K (+$4.9K)

Filed 2026-10-26

SBI Securities Co., Ltd.

INCREASED

Shares1,034 from 944

Change+90 (+10%)

Value$47.0K (+$7.1K)

Filed 2026-10-22

Strs Ohio

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$40.9K (+$2.9K)

Filed 2026-10-30

New York State Teachers Retirement System

UNCHANGED

Shares791 from 791

Change0 (0%)

Value$36 (+$3)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares507 from 507

Change0 (0%)

Value$23.0K (+$1.6K)

Filed 2026-10-20

Capital Advisors, Ltd. LLC

UNCHANGED

Shares485 from 485

Change0 (0%)

Value$22 (+$2)

Filed 2026-10-27

Farther Finance Advisors, LLC

DECREASED

Shares454 from 480

Change-26 (-5%)

Value$20.6K (+$373)

Filed 2026-10-08

Fortitude Family Office, LLC

INCREASED

Shares339 from 8

Change+331 (+4138%)

Value$15.4K (+$15.1K)

Filed 2026-10-14

Allworth Financial LP

INCREASED

Shares322 from 317

Change+5 (+2%)

Value$13.6K (+$210)

Filed 2026-11-06

High Point Wealth Management, LLC

INCREASED

Shares269 from 268

Change+1 (+0%)

Value$12.2K (+$938)

Filed 2026-11-05

Covestor Ltd

DECREASED

Shares232 from 240

Change-8 (-3%)

Value$10 ($0)

Filed 2026-10-30

Harbor Capital Advisors, Inc.

DECREASED

Shares200 from 209

Change-9 (-4%)

Value$9 ($0)

Filed 2026-10-22

Sterling Capital Management LLC

DECREASED

Shares185 from 189

Change-4 (-2%)

Value$8.4K (+$431)

Filed 2026-10-22

Gamma Investing LLC

INCREASED

Shares151 from 74

Change+77 (+104%)

Value$6.9K (+$3.7K)

Filed 2026-10-08

Fifth Third Bancorp

UNCHANGED

Shares113 from 113

Change0 (0%)

Value$5.1K (+$367)

Filed 2026-11-05

Silver Grove Financial Group, Inc.

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$2.9K (+$204)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

UNCHANGED

Shares57 from 57

Change0 (0%)

Value$2.6K (+$185)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares54 from 1

Change+53 (+5300%)

Value$2.5K (+$2.4K)

Filed 2026-10-26

Parallel Advisors, LLC

DECREASED

Shares51 from 83

Change-32 (-39%)

Value$2.3K (-$1.2K)

Filed 2026-11-03

Avion Wealth

INCREASED

Shares50 from 38

Change+12 (+32%)

Value$2 (+$1)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.2K (+$159)

Filed 2026-10-14

Assetmark, Inc

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$2.2K (+$155)

Filed 2026-10-21

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares32 from 54

Change-22 (-41%)

Value$1.5K (-$825)

Filed 2026-10-05

Ares Financial Consulting, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$1.3K (+$91)

Filed 2026-10-19

Root Financial Partners, LLC

NEW

Shares18

Change+18

Value$818

Filed 2026-10-21

Torren Management, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$636 (+$45)

Filed 2026-10-29

Physician Wealth Advisors, Inc.

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$546 (+$39)

Filed 2026-10-20

Provenance Wealth Advisors, LLC

NEW

Shares10

Change+10

Value$454

Filed 2026-10-30

US Bancorp \de\

INCREASED

Shares7 from 3

Change+4 (+133%)

Value$318 (+$191)

Filed 2026-11-05

TD Private Client Wealth LLC

NEW

Shares3

Change+3

Value$136

Filed 2026-10-28

Clearstead Advisors, LLC

DECREASED

Shares3 from 5

Change-2 (-40%)

Value$137 (-$75)

Filed 2026-11-06

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$85 (+$1)

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$46 (+$3)

Filed 2026-10-13

MacKenzie Financial Corp

CLOSED

Shares0 from 7,880

Change-7,880 (-100%)

Value$0 (-$332.4K)

Filed 2026-11-02

Evermay Wealth Management LLC

CLOSED

Shares0 from 102

Change-102 (-100%)

Value$0 (-$4.3K)

Filed 2026-11-05

Kelleher Financial Advisors

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$928)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$913)

Filed 2026-10-16

BlackRock, Inc.

N/A

Shares— from 780,235

Change-780,235 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 514,096

Change-514,096 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 440,384

Change-440,384 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 403,610

Change-403,610 (-100%)

Value—

Systematic Financial Management LP

N/A

Shares— from 396,509

Change-396,509 (-100%)

Value—

State Street Corp

N/A

Shares— from 218,948

Change-218,948 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 187,500

Change-187,500 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 170,515

Change-170,515 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 167,482

Change-167,482 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 156,507

Change-156,507 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 144,035

Change-144,035 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 110,803

Change-110,803 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 91,440

Change-91,440 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 90,257

Change-90,257 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 85,361

Change-85,361 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 75,080

Change-75,080 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 71,462

Change-71,462 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 61,534

Change-61,534 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 58,355

Change-58,355 (-100%)

Value—

Aegis Financial Corp

N/A

Shares— from 55,733

Change-55,733 (-100%)

Value—

Man Group plc

N/A

Shares— from 53,660

Change-53,660 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 53,254

Change-53,254 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 51,757

Change-51,757 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 51,637

Change-51,637 (-100%)

Value—

FMR LLC

N/A

Shares— from 48,133

Change-48,133 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 43,171

Change-43,171 (-100%)

Value—

UBS Group AG

N/A

Shares— from 39,484

Change-39,484 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 31,730

Change-31,730 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 31,069

Change-31,069 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 30,412

Change-30,412 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 26,591

Change-26,591 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 24,229

Change-24,229 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 22,606

Change-22,606 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 21,246

Change-21,246 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 20,807

Change-20,807 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 19,146

Change-19,146 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 17,981

Change-17,981 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 17,805

Change-17,805 (-100%)

Value—

Fort Point Capital Partners LLC

N/A

Shares— from 17,782

Change-17,782 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 15,672

Change-15,672 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 15,380

Change-15,380 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,995

Change-14,995 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 13,494

Change-13,494 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 13,233

Change-13,233 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 13,148

Change-13,148 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,061

Change-13,061 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 13,006

Change-13,006 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 12,831

Change-12,831 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 12,724

Change-12,724 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 12,144

Change-12,144 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 11,470

Change-11,470 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 10,576

Change-10,576 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 9,582

Change-9,582 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 9,100

Change-9,100 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,481

Change-8,481 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 8,177

Change-8,177 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 7,770

Change-7,770 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 7,285

Change-7,285 (-100%)

Value—

EntryPoint Capital, LLC

N/A

Shares— from 6,316

Change-6,316 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 6,184

Change-6,184 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 6,173

Change-6,173 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 5,518

Change-5,518 (-100%)

Value—

JMN Financial LLC

N/A

Shares— from 5,383

Change-5,383 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 4,909

Change-4,909 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,299

Change-4,299 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,074

Change-4,074 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,847

Change-3,847 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,393

Change-2,393 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,365

Change-2,365 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,155

Change-1,155 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,140

Change-1,140 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 955

Change-955 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 759

Change-759 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 519

Change-519 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 482

Change-482 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 300

Change-300 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 258

Change-258 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 142

Change-142 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 137

Change-137 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 129

Change-129 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 119

Change-119 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 118

Change-118 (-100%)

Value—

Quarry LP

N/A

Shares— from 91

Change-91 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 45

Change-45 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	748,258	742,855	+5,403	+1%	$31.3M	$34.0M	+$2.7M	2026-11-04
Money Concepts Capital Corp	INCREASED	404,548	399,653	+4,895	+1%	$16.9M	$18.4M	+$1.5M	2026-11-06
Geode Capital Management, LLC	INCREASED	374,560	250,092	+124,468	+50%	$10.6M	$17.0M	+$6.5M	2026-11-06
Creative Planning	INCREASED	128,050	68,947	+59,103	+86%	$2.9M	$5.8M	+$2.9M	2026-11-02
Bank of New York Mellon Corp	INCREASED	106,340	103,667	+2,673	+3%	$4.4M	$4.8M	+$457.3K	2026-11-05
Allspring Global Investments Holdings, LLC	DECREASED	104,093	114,054	-9,961	-9%	$4.9M	$4.7M	-$125.0K	2026-11-04
LSV Asset Management	DECREASED	90,971	92,571	-1,600	-2%	$3.9M	$4.1K	-$3.9M	2026-11-06
North Star Investment Management Corp.	UNCHANGED	50,000	50,000	0	0%	$2.1M	$2.3M	+$162.0K	2026-10-27
Uncommon Cents Investing Inc	DECREASED	30,055	30,285	-230	-1%	$1.3M	$1.4M	+$87.7K	2026-10-20
Value Investment Professionals, LLC	INCREASED	26,869	26,846	+23	+0%	$1.1M	$1.2M	+$88.0K	2026-10-13
SummerHaven Investment Management, LLC	NEW	21,243	—	+21,243	—	—	$964.9K	—	2026-10-19
Citigroup Inc	DECREASED	9,921	14,503	-4,582	-32%	$611.7K	$450.6K	-$161.1K	2026-11-04
Morton Brown Family Wealth, LLC	DECREASED	8,745	9,245	-500	-5%	$390.0K	$397.2K	+$7.2K	2026-10-23
Great Lakes Advisors, LLC	DECREASED	8,730	9,658	-928	-10%	$407.4K	$396.5K	-$10.9K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	8,681	7,455	+1,226	+16%	$314.5K	$394.3K	+$79.8K	2026-11-06
Deutsche Bank Ag\	DECREASED	7,963	9,157	-1,194	-13%	$386.2K	$361.7K	-$24.6K	2026-11-06
Bailard, Inc.	INCREASED	7,400	6,800	+600	+9%	$286.8K	$336.1K	+$49.3K	2026-10-13
Ullmann Wealth Partners Group, LLC	NEW	4,914	—	+4,914	—	—	$223.2K	—	2026-11-02
Ritholtz Wealth Management	DECREASED	4,689	4,869	-180	-4%	$205.4K	$213.0K	+$7.6K	2026-11-05
Barclays PLC	INCREASED	4,090	1,475	+2,615	+177%	$62.2K	$185.8K	+$123.6K	2026-11-06
Signaturefd, LLC	INCREASED	3,760	1,131	+2,629	+232%	$47.7K	$170.8K	+$123.1K	2026-10-23
PNC Financial Services Group, Inc.	DECREASED	2,621	2,701	-80	-3%	$113.9K	$119.0K	+$5.1K	2026-11-06
IFP Advisors, Inc	INCREASED	1,776	1,729	+47	+3%	$72.9K	$80.7K	+$7.7K	2026-10-16
State of Alaska, Department of Revenue	UNCHANGED	1,760	1,760	0	0%	$56.0K	$79	-$55.9K	2026-10-15
Wilmington Savings Fund Society, FSB	UNCHANGED	1,700	1,700	0	0%	$71.7K	$77.2K	+$5.5K	2026-10-23
Abound Wealth Management	UNCHANGED	1,500	1,500	0	0%	$63.3K	$68.1K	+$4.9K	2026-10-26
SBI Securities Co., Ltd.	INCREASED	1,034	944	+90	+10%	$39.8K	$47.0K	+$7.1K	2026-10-22
Strs Ohio	UNCHANGED	900	900	0	0%	$38.0K	$40.9K	+$2.9K	2026-10-30
New York State Teachers Retirement System	UNCHANGED	791	791	0	0%	$33	$36	+$3	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	507	507	0	0%	$21.4K	$23.0K	+$1.6K	2026-10-20
Capital Advisors, Ltd. LLC	UNCHANGED	485	485	0	0%	$20	$22	+$2	2026-10-27
Farther Finance Advisors, LLC	DECREASED	454	480	-26	-5%	$20.2K	$20.6K	+$373	2026-10-08
Fortitude Family Office, LLC	INCREASED	339	8	+331	+4138%	$337	$15.4K	+$15.1K	2026-10-14
Allworth Financial LP	INCREASED	322	317	+5	+2%	$13.4K	$13.6K	+$210	2026-11-06
High Point Wealth Management, LLC	INCREASED	269	268	+1	+0%	$11.3K	$12.2K	+$938	2026-11-05
Covestor Ltd	DECREASED	232	240	-8	-3%	$10	$10	$0	2026-10-30
Harbor Capital Advisors, Inc.	DECREASED	200	209	-9	-4%	$9	$9	$0	2026-10-22
Sterling Capital Management LLC	DECREASED	185	189	-4	-2%	$8.0K	$8.4K	+$431	2026-10-22
Gamma Investing LLC	INCREASED	151	74	+77	+104%	$3.1K	$6.9K	+$3.7K	2026-10-08
Fifth Third Bancorp	UNCHANGED	113	113	0	0%	$4.8K	$5.1K	+$367	2026-11-05
Silver Grove Financial Group, Inc.	UNCHANGED	63	63	0	0%	$2.7K	$2.9K	+$204	2026-11-05
EverSource Wealth Advisors, LLC	UNCHANGED	57	57	0	0%	$2.4K	$2.6K	+$185	2026-11-04
SJS Investment Consulting Inc.	INCREASED	54	1	+53	+5300%	$43	$2.5K	+$2.4K	2026-10-26
Parallel Advisors, LLC	DECREASED	51	83	-32	-39%	$3.5K	$2.3K	-$1.2K	2026-11-03
Avion Wealth	INCREASED	50	38	+12	+32%	$1	$2	+$1	2026-11-04
Essential Partners LLC	UNCHANGED	49	49	0	0%	$2.1K	$2.2K	+$159	2026-10-14
Assetmark, Inc	UNCHANGED	48	48	0	0%	$2.0K	$2.2K	+$155	2026-10-21
MassMutual Private Wealth & Trust, FSB	DECREASED	32	54	-22	-41%	$2.3K	$1.5K	-$825	2026-10-05
Ares Financial Consulting, LLC	UNCHANGED	28	28	0	0%	$1.2K	$1.3K	+$91	2026-10-19
Root Financial Partners, LLC	NEW	18	—	+18	—	—	$818	—	2026-10-21
Torren Management, LLC	UNCHANGED	14	14	0	0%	$591	$636	+$45	2026-10-29
Physician Wealth Advisors, Inc.	UNCHANGED	12	12	0	0%	$507	$546	+$39	2026-10-20
Provenance Wealth Advisors, LLC	NEW	10	—	+10	—	—	$454	—	2026-10-30
US Bancorp \de\	INCREASED	7	3	+4	+133%	$127	$318	+$191	2026-11-05
TD Private Client Wealth LLC	NEW	3	—	+3	—	—	$136	—	2026-10-28
Clearstead Advisors, LLC	DECREASED	3	5	-2	-40%	$212	$137	-$75	2026-11-06
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$84	$85	+$1	2026-10-30
True Wealth Design, LLC	UNCHANGED	1	1	0	0%	$43	$46	+$3	2026-10-13
MacKenzie Financial Corp	CLOSED	0	7,880	-7,880	-100%	$332.4K	$0	-$332.4K	2026-11-02
Evermay Wealth Management LLC	CLOSED	0	102	-102	-100%	$4.3K	$0	-$4.3K	2026-11-05
Kelleher Financial Advisors	CLOSED	0	22	-22	-100%	$928	$0	-$928	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	21	-21	-100%	$913	$0	-$913	2026-10-16
BlackRock, Inc.	N/A	—	780,235	-780,235	-100%	$32.9M	—	—	—
American Century Companies Inc	N/A	—	514,096	-514,096	-100%	$21.7M	—	—	—
Renaissance Technologies LLC	N/A	—	440,384	-440,384	-100%	$18.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	403,610	-403,610	-100%	$17.0M	—	—	—
Systematic Financial Management LP	N/A	—	396,509	-396,509	-100%	$16.7M	—	—	—
State Street Corp	N/A	—	218,948	-218,948	-100%	$9.2M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	187,500	-187,500	-100%	$7.9M	—	—	—
Bulldog Investors, LLPA	N/A	—	170,515	-170,515	-100%	$7.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	167,482	-167,482	-100%	$7.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	156,507	-156,507	-100%	$6.6M	—	—	—
Royce & Associates LP	N/A	—	144,035	-144,035	-100%	$6.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	110,803	-110,803	-100%	$4.7M	—	—	—
Morgan Stanley	N/A	—	91,440	-91,440	-100%	$3.9M	—	—	—
Empowered Funds, LLC	N/A	—	90,257	-90,257	-100%	$3.8M	—	—	—
Northern Trust Corp	N/A	—	85,361	-85,361	-100%	$3.6M	—	—	—
AQR Capital Management LLC	N/A	—	75,080	-75,080	-100%	$3.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	71,462	-71,462	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	61,534	-61,534	-100%	$2.6M	—	—	—
Gabelli Funds LLC	N/A	—	58,355	-58,355	-100%	$2.5M	—	—	—
Aegis Financial Corp	N/A	—	55,733	-55,733	-100%	$2.4M	—	—	—
Man Group plc	N/A	—	53,660	-53,660	-100%	$2.3M	—	—	—
Two Sigma Investments, LP	N/A	—	53,254	-53,254	-100%	$2.2M	—	—	—
JPMorgan Chase & Co	N/A	—	51,757	-51,757	-100%	$2.2M	—	—	—
Lazard Asset Management LLC	N/A	—	51,637	-51,637	-100%	$2.2M	—	—	—
FMR LLC	N/A	—	48,133	-48,133	-100%	$2.0M	—	—	—
Prudential Financial Inc	N/A	—	43,171	-43,171	-100%	$1.8M	—	—	—
UBS Group AG	N/A	—	39,484	-39,484	-100%	$1.7M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	31,730	-31,730	-100%	$1.3M	—	—	—
First Trust Advisors LP	N/A	—	31,069	-31,069	-100%	$1.3M	—	—	—
Franklin Resources Inc	N/A	—	30,412	-30,412	-100%	$1.3M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	26,591	-26,591	-100%	$1.1M	—	—	—
Martingale Asset Management L P	N/A	—	24,229	-24,229	-100%	$1.0M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	22,606	-22,606	-100%	$953.5K	—	—	—
BNP Paribas Financial Markets	N/A	—	21,246	-21,246	-100%	$896.2K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	20,807	-20,807	-100%	$877.6K	—	—	—
Janney Montgomery Scott LLC	N/A	—	19,146	-19,146	-100%	$808.0K	—	—	—
State of Wisconsin Investment Board	N/A	—	17,981	-17,981	-100%	$758.4K	—	—	—
Nuveen, LLC	N/A	—	17,805	-17,805	-100%	$751.0K	—	—	—
Fort Point Capital Partners LLC	N/A	—	17,782	-17,782	-100%	$750.5K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	15,672	-15,672	-100%	$661.0K	—	—	—
Victory Capital Management Inc	N/A	—	15,380	-15,380	-100%	$648.7K	—	—	—
Bank of America Corp	N/A	—	14,995	-14,995	-100%	$632.5K	—	—	—
Quadrature Capital Ltd	N/A	—	13,494	-13,494	-100%	$569.2K	—	—	—
SEI Investments Co	N/A	—	13,233	-13,233	-100%	$558.2K	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	13,148	-13,148	-100%	$554.6K	—	—	—
XTX Topco Ltd	N/A	—	13,061	-13,061	-100%	$550.9K	—	—	—
Tidal Investments LLC	N/A	—	13,006	-13,006	-100%	$548.6K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	12,831	-12,831	-100%	$541.2K	—	—	—
Invesco Ltd.	N/A	—	12,724	-12,724	-100%	$536.7K	—	—	—
Rhumbline Advisers	N/A	—	12,144	-12,144	-100%	$512.2K	—	—	—
Alliancebernstein L.P.	N/A	—	11,470	-11,470	-100%	$484.4K	—	—	—
Trexquant Investment LP	N/A	—	10,576	-10,576	-100%	$446.1K	—	—	—
Shufro Rose & Co LLC	N/A	—	10,000	-10,000	-100%	$421.8K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	9,582	-9,582	-100%	$404.2K	—	—	—
Canada Pension Plan Investment Board	N/A	—	9,100	-9,100	-100%	$383.8K	—	—	—
Wells Fargo & Company	N/A	—	8,481	-8,481	-100%	$357.7K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	8,177	-8,177	-100%	$344.9K	—	—	—
Verdad Advisers, LP	N/A	—	7,770	-7,770	-100%	$327.7K	—	—	—
Price T Rowe Associates Inc	N/A	—	7,700	-7,700	-100%	$325.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	7,285	-7,285	-100%	$307.3K	—	—	—
EntryPoint Capital, LLC	N/A	—	6,316	-6,316	-100%	$266.4K	—	—	—
MAI Capital Management	N/A	—	6,184	-6,184	-100%	$260.8K	—	—	—
Hancock Whitney Corp	N/A	—	6,173	-6,173	-100%	$260.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	5,518	-5,518	-100%	$232.7K	—	—	—
JMN Financial LLC	N/A	—	5,383	-5,383	-100%	$227.1K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	4,909	-4,909	-100%	$207.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,299	-4,299	-100%	$181.3K	—	—	—
New York State Common Retirement Fund	N/A	—	4,074	-4,074	-100%	$171.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,847	-3,847	-100%	$162.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,393	-2,393	-100%	$100.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,365	-2,365	-100%	$99.8K	—	—	—
BFC Planning, Inc.	N/A	—	1,800	-1,800	-100%	$75.9K	—	—	—
Canada Life Assurance Co	N/A	—	1,155	-1,155	-100%	$49.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,140	-1,140	-100%	$48.1K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,000	-1,000	-100%	$42.2K	—	—	—
Legal & General Group Plc	N/A	—	955	-955	-100%	$40.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	759	-759	-100%	$32.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	519	-519	-100%	$21.9K	—	—	—
Arax Advisory Partners	N/A	—	482	-482	-100%	$20.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	300	-300	-100%	$12.7K	—	—	—
Royal Bank of Canada	N/A	—	258	-258	-100%	$11.0K	—	—	—
Smithfield Trust Co	N/A	—	142	-142	-100%	$6.0K	—	—	—
LRI Investments, LLC	N/A	—	137	-137	-100%	$5.8K	—	—	—
California State Teachers Retirement System	N/A	—	129	-129	-100%	$5.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	119	-119	-100%	$5.0K	—	—	—
WealthCollab, LLC	N/A	—	118	-118	-100%	$5.0K	—	—	—
Quarry LP	N/A	—	91	-91	-100%	$3.8K	—	—	—
Cornerstone Financial Management LLC	N/A	—	56	-56	-100%	$2.4K	—	—	—
Federated Hermes, Inc.	N/A	—	45	-45	-100%	$1.9K	—	—	—
Smartleaf Asset Management LLC	N/A	—	27	-27	-100%	$1.1K	—	—	—
Optiver Holding B.V.	N/A	—	26	-26	-100%	$1.1K	—	—	—
Raffa Wealth Management, LLC	N/A	—	26	-26	-100%	$1.1K	—	—	—
Rothschild Investment LLC	N/A	—	10	-10	-100%	$422	—	—	—
Harbour Investments, Inc.	N/A	—	2	-2	-100%	$87	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$42	—	—	—

Showing 157 of 157 institutions