Vuzix Corp (VUZI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Aigh Capital Management LLC

UNCHANGED

Shares6,745,667 from 6,745,667

Change0 (0%)

Value$18.8M (-$742.0K)

Filed 2026-11-02

Geode Capital Management, LLC

DECREASED

Shares1,771,723 from 1,797,372

Change-25,649 (-1%)

Value$4.9M (-$269.3K)

Filed 2026-11-06

Mitsubishi UFJ Asset Management Co., Ltd.

DECREASED

Shares744,905 from 761,265

Change-16,360 (-2%)

Value$2.1M (-$129.4K)

Filed 2026-11-05

Taylor Frigon Capital Management LLC

DECREASED

Shares304,795 from 321,981

Change-17,186 (-5%)

Value$850.4K (-$83.4K)

Filed 2026-10-23

SEB Asset Management AB

INCREASED

Shares222,480 from 139,602

Change+82,878 (+59%)

Value$620.7K (+$215.9K)

Filed 2026-11-04

Nuveen, LLC

INCREASED

Shares215,520 from 214,573

Change+947 (+0%)

Value$601.3K (-$21.0K)

Filed 2026-11-10

Laurel OAK Wealth Management, LLC

UNCHANGED

Shares158,000 from 158,000

Change0 (0%)

Value$440.8K (-$17.4K)

Filed 2026-10-19

Bank of New York Mellon Corp

DECREASED

Shares147,728 from 155,611

Change-7,883 (-5%)

Value$412.2K (-$39.1K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares90,291 from 88,636

Change+1,655 (+2%)

Value$251.9K (-$5.1K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares60,697 from 68,048

Change-7,351 (-11%)

Value$169.3K (-$28.0K)

Filed 2026-11-06

ProShare Advisors LLC

DECREASED

Shares58,747 from 68,589

Change-9,842 (-14%)

Value$163.9K (-$35.0K)

Filed 2026-10-29

Simplex Trading, LLC

INCREASED

Shares37,486 from 22,588

Change+14,898 (+66%)

Value$104.6K (+$39.1K)

Filed 2026-11-04

Elevation Point Wealth Partners, LLC

UNCHANGED

Shares32,200 from 32,200

Change0 (0%)

Value$86.6K (-$6.8K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

UNCHANGED

Shares32,150 from 32,150

Change0 (0%)

Value$89.7K (-$3.5K)

Filed 2026-11-02

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares26,882 from 29,037

Change-2,155 (-7%)

Value$75.0K (-$9.2K)

Filed 2026-11-09

Barclays PLC

DECREASED

Shares24,845 from 51,617

Change-26,772 (-52%)

Value$69.3K (-$80.4K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

UNCHANGED

Shares23,083 from 23,083

Change0 (0%)

Value$64 (-$66.9K)

Filed 2026-11-02

Mcrae Capital Management Inc

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$64.2K (-$2.5K)

Filed 2026-10-15

Russell Investments Group, Ltd.

INCREASED

Shares22,010 from 18,501

Change+3,509 (+19%)

Value$61.4K (+$7.8K)

Filed 2026-11-06

Stonebridge Financial Group, LLC

UNCHANGED

Shares21,509 from 21,509

Change0 (0%)

Value$60.0K (-$2.4K)

Filed 2026-10-01

StoneX Group Inc.

NEW

Shares17,458

Change+17,458

Value$47.7K

Filed 2026-11-03

Thompson Davis & Co., Inc.

DECREASED

Shares15,500 from 23,000

Change-7,500 (-33%)

Value$43.2K (-$23.5K)

Filed 2026-11-05

Kingsbury Capital Investment Advisors LLC

DECREASED

Shares12,643 from 74,095

Change-61,452 (-83%)

Value$35.3K (-$179.6K)

Filed 2026-10-20

SBI Securities Co., Ltd.

INCREASED

Shares10,161 from 7,714

Change+2,447 (+32%)

Value$28.3K (+$6.0K)

Filed 2026-10-22

SFE Investment Counsel

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$27.9K (-$1.1K)

Filed 2026-10-29

Citigroup Inc

DECREASED

Shares3,525 from 81,235

Change-77,710 (-96%)

Value$9.8K (-$225.7K)

Filed 2026-11-04

MV Capital Management, Inc.

UNCHANGED

Shares3,118 from 3,118

Change0 (0%)

Value$8.7K (-$343)

Filed 2026-10-29

Lanark Financial, Inc.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$7.0K (-$275)

Filed 2026-10-26

Caitong International Asset Management Co., Ltd

DECREASED

Shares2,403 from 31,268

Change-28,865 (-92%)

Value$6.7K (-$84.0K)

Filed 2026-10-29

Sterling Capital Management LLC

INCREASED

Shares2,279 from 244

Change+2,035 (+834%)

Value$6.4K (+$5.7K)

Filed 2026-10-22

US Bancorp \de\

UNCHANGED

Shares1,750 from 1,750

Change0 (0%)

Value$4.9K (-$192)

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares545 from 545

Change0 (0%)

Value$1.5K (-$60)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares262 from 186

Change+76 (+41%)

Value$731 (+$192)

Filed 2026-10-08

PNC Financial Services Group, Inc.

INCREASED

Shares216 from 186

Change+30 (+16%)

Value$603 (+$64)

Filed 2026-11-06

Geneos Wealth Management Inc.

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$558 (-$22)

Filed 2026-11-09

Allworth Financial LP

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$343 ($0)

Filed 2026-11-06

Catherine Avery Investment Management LLC

UNCHANGED

Shares115 from 115

Change0 (0%)

Value$321 (-$13)

Filed 2026-10-14

Root Financial Partners, LLC

NEW

Shares28

Change+28

Value$78

Filed 2026-10-21

IFP Advisors, Inc

INCREASED

Shares10 from 6

Change+4 (+67%)

Value$28 (+$11)

Filed 2026-10-16

Blue Trust, Inc.

NEW

Shares5

Change+5

Value$15

Filed 2026-10-15

Toth Financial Advisory Corp

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$14 (-$1)

Filed 2026-10-08

Squarepoint Ops LLC

CLOSED

Shares0 from 98,919

Change-98,919 (-100%)

Value$0 (-$286.9K)

Filed 2026-11-09

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$81.9K)

Filed 2026-10-13

Quent Capital, LLC

CLOSED

Shares0 from 24,825

Change-24,825 (-100%)

Value$0 (-$72.0K)

Filed 2026-11-09

Imc-Chicago, LLC

CLOSED

Shares0 from 23,235

Change-23,235 (-100%)

Value$0 (-$67.4K)

Filed 2026-11-05

Intech Investment Management LLC

CLOSED

Shares0 from 22,115

Change-22,115 (-100%)

Value$0 (-$64.1K)

Filed 2026-11-09

McAdam, LLC

CLOSED

Shares0 from 18,719

Change-18,719 (-100%)

Value$0 (-$54.3K)

Filed 2026-10-21

Confluence Wealth Services, Inc.

CLOSED

Shares0 from 10,942

Change-10,942 (-100%)

Value$0 (-$31.7K)

Filed 2026-11-05

State of Wyoming

CLOSED

Shares0 from 1,048

Change-1,048 (-100%)

Value$0 (-$3.0K)

Filed 2026-10-28

MCF Advisors LLC

CLOSED

Shares0 from 626

Change-626 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-28

Parallel Advisors, LLC

CLOSED

Shares0 from 528

Change-528 (-100%)

Value$0 (-$1.5K)

Filed 2026-11-03

Salem Investment Counselors Inc

CLOSED

Shares0 from 350

Change-350 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-13

SJS Investment Consulting Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$580)

Filed 2026-10-26

Bare Financial Services, Inc

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$580)

Filed 2026-11-04

True Wealth Design, LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$183)

Filed 2026-10-13

Farther Finance Advisors, LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$174)

Filed 2026-10-08

Fortitude Family Office, LLC

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$125)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$119)

Filed 2026-11-04

Essential Partners LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$75)

Filed 2026-10-14

Clearstead Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$9)

Filed 2026-11-06

State Street Corp

N/A

Shares— from 7,629,890

Change-7,629,890 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,793,172

Change-4,793,172 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,123,693

Change-3,123,693 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 742,199

Change-742,199 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 725,578

Change-725,578 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 587,749

Change-587,749 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 499,442

Change-499,442 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 481,452

Change-481,452 (-100%)

Value—

Alesco Advisors, LLC, An ESL Co

N/A

Shares— from 367,071

Change-367,071 (-100%)

Value—

Formula Growth LTD

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 210,691

Change-210,691 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 197,981

Change-197,981 (-100%)

Value—

UBS Group AG

N/A

Shares— from 173,283

Change-173,283 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 144,627

Change-144,627 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 140,030

Change-140,030 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 94,257

Change-94,257 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 86,010

Change-86,010 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 84,277

Change-84,277 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 77,899

Change-77,899 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 77,340

Change-77,340 (-100%)

Value—

KMT Wealth Management, LLC

N/A

Shares— from 74,095

Change-74,095 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 70,540

Change-70,540 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 66,914

Change-66,914 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 59,500

Change-59,500 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 57,733

Change-57,733 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 53,197

Change-53,197 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 49,206

Change-49,206 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 42,127

Change-42,127 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 38,653

Change-38,653 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 36,100

Change-36,100 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 34,079

Change-34,079 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 31,999

Change-31,999 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 30,237

Change-30,237 (-100%)

Value—

Simmons Bank

N/A

Shares— from 26,800

Change-26,800 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 26,576

Change-26,576 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 23,656

Change-23,656 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 21,057

Change-21,057 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 20,665

Change-20,665 (-100%)

Value—

Capital Counsel LLC

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,300

Change-17,300 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 15,232

Change-15,232 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 14,889

Change-14,889 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 13,837

Change-13,837 (-100%)

Value—

Vanguard Personalized Indexing Management, LLC

N/A

Shares— from 13,393

Change-13,393 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,201

Change-12,201 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,518

Change-11,518 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 10,945

Change-10,945 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 9,180

Change-9,180 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,404

Change-8,404 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 7,663

Change-7,663 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,557

Change-6,557 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,740

Change-5,740 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 3,780

Change-3,780 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,252

Change-3,252 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Stonehage Fleming Financial Services Holdings Ltd

N/A

Shares— from 2,250

Change-2,250 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 948

Change-948 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 832

Change-832 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 753

Change-753 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 484

Change-484 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 349

Change-349 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 169

Change-169 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 63

Change-63 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 50

Change-50 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 25

Change-25 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Aigh Capital Management LLC	UNCHANGED	6,745,667	6,745,667	0	0%	$19.6M	$18.8M	-$742.0K	2026-11-02
Geode Capital Management, LLC	DECREASED	1,771,723	1,797,372	-25,649	-1%	$5.2M	$4.9M	-$269.3K	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	DECREASED	744,905	761,265	-16,360	-2%	$2.2M	$2.1M	-$129.4K	2026-11-05
Taylor Frigon Capital Management LLC	DECREASED	304,795	321,981	-17,186	-5%	$933.7K	$850.4K	-$83.4K	2026-10-23
SEB Asset Management AB	INCREASED	222,480	139,602	+82,878	+59%	$404.8K	$620.7K	+$215.9K	2026-11-04
Nuveen, LLC	INCREASED	215,520	214,573	+947	+0%	$622.3K	$601.3K	-$21.0K	2026-11-10
Laurel OAK Wealth Management, LLC	UNCHANGED	158,000	158,000	0	0%	$458.2K	$440.8K	-$17.4K	2026-10-19
Bank of New York Mellon Corp	DECREASED	147,728	155,611	-7,883	-5%	$451.3K	$412.2K	-$39.1K	2026-11-05
LPL Financial LLC	INCREASED	90,291	88,636	+1,655	+2%	$257.0K	$251.9K	-$5.1K	2026-11-06
Deutsche Bank Ag\	DECREASED	60,697	68,048	-7,351	-11%	$197.3K	$169.3K	-$28.0K	2026-11-06
ProShare Advisors LLC	DECREASED	58,747	68,589	-9,842	-14%	$198.9K	$163.9K	-$35.0K	2026-10-29
Simplex Trading, LLC	INCREASED	37,486	22,588	+14,898	+66%	$65.5K	$104.6K	+$39.1K	2026-11-04
Elevation Point Wealth Partners, LLC	UNCHANGED	32,200	32,200	0	0%	$93.4K	$86.6K	-$6.8K	2026-11-05
Commonwealth Equity Services, LLC	UNCHANGED	32,150	32,150	0	0%	$93.2K	$89.7K	-$3.5K	2026-11-02
Police & Firemen's Retirement System of New Jersey	DECREASED	26,882	29,037	-2,155	-7%	$84.2K	$75.0K	-$9.2K	2026-11-09
Barclays PLC	DECREASED	24,845	51,617	-26,772	-52%	$149.7K	$69.3K	-$80.4K	2026-11-06
Cambridge Investment Research Advisors, Inc.	UNCHANGED	23,083	23,083	0	0%	$67.0K	$64	-$66.9K	2026-11-02
Mcrae Capital Management Inc	UNCHANGED	23,000	23,000	0	0%	$66.7K	$64.2K	-$2.5K	2026-10-15
Russell Investments Group, Ltd.	INCREASED	22,010	18,501	+3,509	+19%	$53.7K	$61.4K	+$7.8K	2026-11-06
Stonebridge Financial Group, LLC	UNCHANGED	21,509	21,509	0	0%	$62.4K	$60.0K	-$2.4K	2026-10-01
StoneX Group Inc.	NEW	17,458	—	+17,458	—	—	$47.7K	—	2026-11-03
Thompson Davis & Co., Inc.	DECREASED	15,500	23,000	-7,500	-33%	$66.7K	$43.2K	-$23.5K	2026-11-05
Kingsbury Capital Investment Advisors LLC	DECREASED	12,643	74,095	-61,452	-83%	$214.9K	$35.3K	-$179.6K	2026-10-20
SBI Securities Co., Ltd.	INCREASED	10,161	7,714	+2,447	+32%	$22.4K	$28.3K	+$6.0K	2026-10-22
SFE Investment Counsel	UNCHANGED	10,000	10,000	0	0%	$29.0K	$27.9K	-$1.1K	2026-10-29
Citigroup Inc	DECREASED	3,525	81,235	-77,710	-96%	$235.6K	$9.8K	-$225.7K	2026-11-04
MV Capital Management, Inc.	UNCHANGED	3,118	3,118	0	0%	$9.0K	$8.7K	-$343	2026-10-29
Lanark Financial, Inc.	UNCHANGED	2,500	2,500	0	0%	$7.3K	$7.0K	-$275	2026-10-26
Caitong International Asset Management Co., Ltd	DECREASED	2,403	31,268	-28,865	-92%	$90.7K	$6.7K	-$84.0K	2026-10-29
Sterling Capital Management LLC	INCREASED	2,279	244	+2,035	+834%	$708	$6.4K	+$5.7K	2026-10-22
US Bancorp \de\	UNCHANGED	1,750	1,750	0	0%	$5.1K	$4.9K	-$192	2026-11-05
Larson Financial Group LLC	UNCHANGED	545	545	0	0%	$1.6K	$1.5K	-$60	2026-11-05
Gamma Investing LLC	INCREASED	262	186	+76	+41%	$539	$731	+$192	2026-10-08
PNC Financial Services Group, Inc.	INCREASED	216	186	+30	+16%	$539	$603	+$64	2026-11-06
Geneos Wealth Management Inc.	UNCHANGED	200	200	0	0%	$580	$558	-$22	2026-11-09
Allworth Financial LP	UNCHANGED	118	118	0	0%	$343	$343	$0	2026-11-06
Catherine Avery Investment Management LLC	UNCHANGED	115	115	0	0%	$334	$321	-$13	2026-10-14
Root Financial Partners, LLC	NEW	28	—	+28	—	—	$78	—	2026-10-21
IFP Advisors, Inc	INCREASED	10	6	+4	+67%	$17	$28	+$11	2026-10-16
Blue Trust, Inc.	NEW	5	—	+5	—	—	$15	—	2026-10-15
Toth Financial Advisory Corp	UNCHANGED	5	5	0	0%	$15	$14	-$1	2026-10-08
Squarepoint Ops LLC	CLOSED	0	98,919	-98,919	-100%	$286.9K	$0	-$286.9K	2026-11-09
B. Riley Wealth Advisors, Inc.	CLOSED	0	30,000	-30,000	-100%	$81.9K	$0	-$81.9K	2026-10-13
Quent Capital, LLC	CLOSED	0	24,825	-24,825	-100%	$72.0K	$0	-$72.0K	2026-11-09
Imc-Chicago, LLC	CLOSED	0	23,235	-23,235	-100%	$67.4K	$0	-$67.4K	2026-11-05
Intech Investment Management LLC	CLOSED	0	22,115	-22,115	-100%	$64.1K	$0	-$64.1K	2026-11-09
McAdam, LLC	CLOSED	0	18,719	-18,719	-100%	$54.3K	$0	-$54.3K	2026-10-21
Confluence Wealth Services, Inc.	CLOSED	0	10,942	-10,942	-100%	$31.7K	$0	-$31.7K	2026-11-05
State of Wyoming	CLOSED	0	1,048	-1,048	-100%	$3.0K	$0	-$3.0K	2026-10-28
MCF Advisors LLC	CLOSED	0	626	-626	-100%	$1.8K	$0	-$1.8K	2026-10-28
Parallel Advisors, LLC	CLOSED	0	528	-528	-100%	$1.5K	$0	-$1.5K	2026-11-03
Salem Investment Counselors Inc	CLOSED	0	350	-350	-100%	$1.0K	$0	-$1.0K	2026-10-13
SJS Investment Consulting Inc.	CLOSED	0	200	-200	-100%	$580	$0	-$580	2026-10-26
Bare Financial Services, Inc	CLOSED	0	200	-200	-100%	$580	$0	-$580	2026-11-04
True Wealth Design, LLC	CLOSED	0	63	-63	-100%	$183	$0	-$183	2026-10-13
Farther Finance Advisors, LLC	CLOSED	0	60	-60	-100%	$174	$0	-$174	2026-10-08
Fortitude Family Office, LLC	CLOSED	0	43	-43	-100%	$125	$0	-$125	2026-10-14
EverSource Wealth Advisors, LLC	CLOSED	0	41	-41	-100%	$119	$0	-$119	2026-11-04
Essential Partners LLC	CLOSED	0	26	-26	-100%	$75	$0	-$75	2026-10-14
Clearstead Advisors, LLC	CLOSED	0	3	-3	-100%	$9	$0	-$9	2026-11-06
State Street Corp	N/A	—	7,629,890	-7,629,890	-100%	$22.1M	—	—	—
BlackRock, Inc.	N/A	—	4,793,172	-4,793,172	-100%	$13.9M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,123,693	-3,123,693	-100%	$9.1M	—	—	—
Renaissance Technologies LLC	N/A	—	742,199	-742,199	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	725,578	-725,578	-100%	$2.1M	—	—	—
Northern Trust Corp	N/A	—	587,749	-587,749	-100%	$1.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	499,442	-499,442	-100%	$1.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	481,452	-481,452	-100%	$1.4M	—	—	—
Alesco Advisors, LLC, An ESL Co	N/A	—	367,071	-367,071	-100%	$1.1M	—	—	—
Formula Growth LTD	N/A	—	250,000	-250,000	-100%	$725.0K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	210,691	-210,691	-100%	$611.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	197,981	-197,981	-100%	$574.1K	—	—	—
UBS Group AG	N/A	—	173,283	-173,283	-100%	$502.5K	—	—	—
Morgan Stanley	N/A	—	144,627	-144,627	-100%	$419.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	140,030	-140,030	-100%	$407.0K	—	—	—
AQR Capital Management LLC	N/A	—	94,257	-94,257	-100%	$273.3K	—	—	—
Headlands Technologies LLC	N/A	—	86,010	-86,010	-100%	$249.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	84,277	-84,277	-100%	$244.4K	—	—	—
Rhumbline Advisers	N/A	—	77,899	-77,899	-100%	$225.9K	—	—	—
XTX Topco Ltd	N/A	—	77,340	-77,340	-100%	$224.3K	—	—	—
KMT Wealth Management, LLC	N/A	—	74,095	-74,095	-100%	$214.9K	—	—	—
Bank of America Corp	N/A	—	70,540	-70,540	-100%	$204.6K	—	—	—
Wells Fargo & Company	N/A	—	66,914	-66,914	-100%	$194.1K	—	—	—
Alliancebernstein L.P.	N/A	—	59,500	-59,500	-100%	$137.4K	—	—	—
Invesco Ltd.	N/A	—	57,733	-57,733	-100%	$167.4K	—	—	—
Two Sigma Investments, LP	N/A	—	53,197	-53,197	-100%	$154.3K	—	—	—
SG Americas Securities, LLC	N/A	—	49,206	-49,206	-100%	$143.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	42,127	-42,127	-100%	$122.2K	—	—	—
Virtu Financial LLC	N/A	—	38,653	-38,653	-100%	$112.0K	—	—	—
GSA Capital Partners LLP	N/A	—	36,100	-36,100	-100%	$105.0K	—	—	—
Walleye Capital LLC	N/A	—	34,079	-34,079	-100%	$98.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	31,999	-31,999	-100%	$92.8K	—	—	—
JPMorgan Chase & Co	N/A	—	30,237	-30,237	-100%	$82.5K	—	—	—
Simmons Bank	N/A	—	26,800	-26,800	-100%	$77.7K	—	—	—
AXQ Capital, LP	N/A	—	26,576	-26,576	-100%	$77.1K	—	—	—
Jane Street Group, LLC	N/A	—	23,656	-23,656	-100%	$68.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	21,057	-21,057	-100%	$61.1K	—	—	—
HRT Financial LP	N/A	—	20,665	-20,665	-100%	$59	—	—	—
Capital Counsel LLC	N/A	—	20,000	-20,000	-100%	$58.0K	—	—	—
Ameriprise Financial Inc	N/A	—	17,300	-17,300	-100%	$50.2K	—	—	—
Voya Investment Management LLC	N/A	—	15,232	-15,232	-100%	$44.2K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	14,889	-14,889	-100%	$43.2K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	13,837	-13,837	-100%	$40.1K	—	—	—
Vanguard Personalized Indexing Management, LLC	N/A	—	13,393	-13,393	-100%	$38.8K	—	—	—
Brookwood Investment Group LLC	N/A	—	12,800	-12,800	-100%	$37.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,201	-12,201	-100%	$35.4K	—	—	—
Citadel Advisors LLC	N/A	—	11,518	-11,518	-100%	$33.4K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	10,945	-10,945	-100%	$31.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	9,180	-9,180	-100%	$25.2K	—	—	—
FMR LLC	N/A	—	8,404	-8,404	-100%	$24.4K	—	—	—
Legal & General Group Plc	N/A	—	7,663	-7,663	-100%	$22.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,557	-6,557	-100%	$19.0K	—	—	—
Harborfront Financial Group LLC	N/A	—	6,500	-6,500	-100%	$18.9K	—	—	—
Royal Bank of Canada	N/A	—	5,740	-5,740	-100%	$17.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	3,780	-3,780	-100%	$11.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,252	-3,252	-100%	$9.4K	—	—	—
New York State Common Retirement Fund	N/A	—	2,800	-2,800	-100%	$8.1K	—	—	—
Stonehage Fleming Financial Services Holdings Ltd	N/A	—	2,250	-2,250	-100%	$6.5K	—	—	—
ESL Trust Services, LLC	N/A	—	1,500	-1,500	-100%	$4.4K	—	—	—
California State Teachers Retirement System	N/A	—	948	-948	-100%	$2.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	832	-832	-100%	$2.4K	—	—	—
BFC Planning, Inc.	N/A	—	753	-753	-100%	$2.2K	—	—	—
Arax Advisory Partners	N/A	—	484	-484	-100%	$1.4K	—	—	—
Rialto Wealth Management, LLC	N/A	—	349	-349	-100%	$1.0K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	169	-169	-100%	$490	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	100	-100	-100%	$290	—	—	—
Ameritas Advisory Services, LLC	N/A	—	63	-63	-100%	$183	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	50	-50	-100%	$124	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	25	-25	-100%	$72	—	—	—
Rothschild Investment LLC	N/A	—	1	-1	-100%	$3	—	—	—

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