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WPP PLC (WPP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of Montreal
INCREASED
Shares895,528 from 382,533
Change+512,995 (+134%)
Value$22.1M (+$16.2M)
Filed 2026-11-09
Dimensional Fund Advisors LP
INCREASED
Shares753,726 from 556,588
Change+197,138 (+35%)
Value$18.7M (+$10.0M)
Filed 2026-11-04
ABC Arbitrage SA
DECREASED
Shares259,620 from 291,076
Change-31,456 (-11%)
Value$6.4M (+$1.9M)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
DECREASED
Shares70,968 from 83,618
Change-12,650 (-15%)
Value$1.8K (-$1.3M)
Filed 2026-10-22
Hantz Financial Services, Inc.
DECREASED
Shares47,010 from 51,067
Change-4,057 (-8%)
Value$1.2K (-$789.8K)
Filed 2026-11-09
Quadrant Capital Group LLC
DECREASED
Shares42,184 from 44,891
Change-2,707 (-6%)
Value$1.1M (+$398.5K)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares37,515 from 37,768
Change-253 (-1%)
Value$927.4K (+$342.3K)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares35,444 from 31,625
Change+3,819 (+12%)
Value$876.2K (+$386.3K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
INCREASED
Shares19,476 from 18,988
Change+488 (+3%)
Value$481.4K (+$187.3K)
Filed 2026-10-09
Oppenheimer Asset Management Inc.
INCREASED
Shares18,803 from 17,875
Change+928 (+5%)
Value$464.8K (+$187.9K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares17,940 from 13,810
Change+4,130 (+30%)
Value$443.5K (+$229.6K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares14,142 from 13,748
Change+394 (+3%)
Value$349.6K (+$136.6K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares13,847 from 11,315
Change+2,532 (+22%)
Value$342.3K (+$167.0K)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
NEW
Shares12,549
Change+12,549
Value$310.2K
Filed 2026-10-21
Beacon Financial Group
DECREASED
Shares11,087 from 11,904
Change-817 (-7%)
Value$274.1K (+$89.7K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares11,021 from 7,948
Change+3,073 (+39%)
Value$272.4K (+$149.3K)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares8,586 from 14,343
Change-5,757 (-40%)
Value$212.2K (-$12.6K)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares8,335 from 8,360
Change-25 (0%)
Value$206.0K (+$76.5K)
Filed 2026-10-07
Atlas Capital Advisors Inc.
NEW
Shares5,813
Change+5,813
Value$245.0K
Filed 2026-11-09
Pavaki Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$123.6K (+$46.2K)
Filed 2026-10-26
Russell Investments Group, Ltd.
DECREASED
Shares4,245 from 6,651
Change-2,406 (-36%)
Value$104.9K (+$1.9K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares3,424 from 2,226
Change+1,198 (+54%)
Value$84.6K (+$50.2K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares2,400
Change+2,400
Value$59.3K
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares1,621
Change+1,621
Value$40.1K
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares1,491 from 1,472
Change+19 (+1%)
Value$23.1K (+$294)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares1,204 from 1,032
Change+172 (+17%)
Value$29.8K (+$13.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares1,002 from 1,755
Change-753 (-43%)
Value$24.8K (-$2.8K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares846 from 690
Change+156 (+23%)
Value$20.9K (+$10.2K)
Filed 2026-11-04
Gamma Investing LLC
DECREASED
Shares784 from 1,342
Change-558 (-42%)
Value$19.4K (-$1.4K)
Filed 2026-10-08
Ascentis Independent Advisors
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$19.0K (+$7.1K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares720 from 783
Change-63 (-8%)
Value$17.8K (+$5.7K)
Filed 2026-10-22
TD Private Client Wealth LLC
INCREASED
Shares638 from 24
Change+614 (+2558%)
Value$15.8K (+$15.4K)
Filed 2026-10-28
Acadian Asset Management LLC
NEW
Shares577
Change+577
Value$14
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares558 from 529
Change+29 (+5%)
Value$13.8K (+$5.6K)
Filed 2026-11-03
Harbour Investments, Inc.
DECREASED
Shares557 from 644
Change-87 (-14%)
Value$13.8K (+$3.8K)
Filed 2026-11-09
New England Capital Financial Advisors LLC
INCREASED
Shares467 from 455
Change+12 (+3%)
Value$11.6K (+$4.5K)
Filed 2026-11-03
Hilton Head Capital Partners, LLC
INCREASED
Shares431 from 419
Change+12 (+3%)
Value$10.6K (+$4.2K)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED
Shares416 from 48
Change+368 (+767%)
Value$10.3K (+$9.5K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$8.4K (+$3.1K)
Filed 2026-10-21
Montag A & Associates Inc
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$8.3K (+$2.9K)
Filed 2026-10-29
Mondrian Investment Partners LTD
DECREASED
Shares259 from 2,354
Change-2,095 (-89%)
Value$6.9K (-$29.5K)
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$6.0K (+$2.2K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
NEW
Shares222
Change+222
Value$5.5K
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares172 from 124
Change+48 (+39%)
Value$4.3K (+$2.3K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
DECREASED
Shares172 from 174
Change-2 (-1%)
Value$4.3K (+$1.6K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
NEW
Shares151
Change+151
Value$3.7K
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.7K (+$1.4K)
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$3.4K (+$1.3K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares109 from 82
Change+27 (+33%)
Value$2.7K (+$1.4K)
Filed 2026-10-29
Bessemer Group Inc
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-09
Roble, Belko & Company, Inc
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$2 (+$1)
Filed 2026-11-09
Citigroup Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$692 (+$258)
Filed 2026-11-04
Global Trust Asset Management, LLC
DECREASED
Shares27 from 67
Change-40 (-60%)
Value$667 (-$371)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
NEW
Shares20
Change+20
Value$494
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares13 from 40
Change-27 (-67%)
Value$321 (-$299)
Filed 2026-11-09
MV Capital Management, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$297 (+$111)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares11 from 4
Change+7 (+175%)
Value$272 (+$210)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$272 (+$102)
Filed 2026-11-05
IFP Advisors, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$198 (+$74)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$173 (+$61)
Filed 2026-10-20
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 676,000
Change-676,000 (-100%)
Value$0 (-$10.5M)
Filed 2026-11-03
Range Financial Group LLC
CLOSED
Shares0 from 99,230
Change-99,230 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-21
Transmarket Holdings LP
CLOSED
Shares0 from 96,546
Change-96,546 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-27
Simplex Trading, LLC
CLOSED
Shares0 from 28,025
Change-28,025 (-100%)
Value$0 (-$434.1K)
Filed 2026-11-04
Squarepoint Ops LLC
CLOSED
Shares0 from 26,001
Change-26,001 (-100%)
Value$0 (-$402.8K)
Filed 2026-11-09
Imc-Chicago, LLC
CLOSED
Shares0 from 19,047
Change-19,047 (-100%)
Value$0 (-$295.0K)
Filed 2026-11-05
Carolina Wealth Advisors, LLC
CLOSED
Shares0 from 15,447
Change-15,447 (-100%)
Value$0 (-$239.3K)
Filed 2026-10-23
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 12,951
Change-12,951 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
Blue Trust, Inc.
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$419)
Filed 2026-10-28
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 16,676,408
Change-16,676,408 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,069,789
Change-1,069,789 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 450,000
Change-450,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 407,216
Change-407,216 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 387,129
Change-387,129 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 249,678
Change-249,678 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 214,317
Change-214,317 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 199,372
Change-199,372 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 191,373
Change-191,373 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 178,060
Change-178,060 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 177,761
Change-177,761 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 155,337
Change-155,337 (-100%)
Value—
UBS Group AG
N/A
Shares— from 132,684
Change-132,684 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 122,960
Change-122,960 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 112,164
Change-112,164 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 110,776
Change-110,776 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 109,792
Change-109,792 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 108,908
Change-108,908 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 108,586
Change-108,586 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 81,816
Change-81,816 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 80,675
Change-80,675 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 77,215
Change-77,215 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 76,011
Change-76,011 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 67,579
Change-67,579 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 64,543
Change-64,543 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,453
Change-53,453 (-100%)
Value—
FMR LLC
N/A
Shares— from 48,150
Change-48,150 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 35,437
Change-35,437 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 33,911
Change-33,911 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 31,921
Change-31,921 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 30,656
Change-30,656 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 29,604
Change-29,604 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 27,999
Change-27,999 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 25,867
Change-25,867 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,349
Change-25,349 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 25,077
Change-25,077 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 24,484
Change-24,484 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 19,593
Change-19,593 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,297
Change-19,297 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 19,062
Change-19,062 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,838
Change-14,838 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 13,199
Change-13,199 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 11,339
Change-11,339 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 582
Change-582 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 403
Change-403 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 268
Change-268 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 90
Change-90 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of Montreal
INCREASED895,528382,533+512,995+134%$5.9M$22.1M+$16.2M2026-11-09
Dimensional Fund Advisors LP
INCREASED753,726556,588+197,138+35%$8.7M$18.7M+$10.0M2026-11-04
ABC Arbitrage SA
DECREASED259,620291,076-31,456-11%$4.5M$6.4M+$1.9M2026-10-23
Harbor Capital Advisors, Inc.
DECREASED70,96883,618-12,650-15%$1.3M$1.8K-$1.3M2026-10-22
Hantz Financial Services, Inc.
DECREASED47,01051,067-4,057-8%$791.0K$1.2K-$789.8K2026-11-09
Quadrant Capital Group LLC
DECREASED42,18444,891-2,707-6%$695.4K$1.1M+$398.5K2026-10-20
LPL Financial LLC
DECREASED37,51537,768-253-1%$585.0K$927.4K+$342.3K2026-11-06
Assetmark, Inc
INCREASED35,44431,625+3,819+12%$489.9K$876.2K+$386.3K2026-10-21
Legacy Wealth Asset Management, LLC
INCREASED19,47618,988+488+3%$294.1K$481.4K+$187.3K2026-10-09
Oppenheimer Asset Management Inc.
INCREASED18,80317,875+928+5%$276.9K$464.8K+$187.9K2026-10-27
Creative Planning
INCREASED17,94013,810+4,130+30%$213.9K$443.5K+$229.6K2026-11-02
Lanark Financial, Inc.
INCREASED14,14213,748+394+3%$213.0K$349.6K+$136.6K2026-10-26
Atria Investments, Inc
INCREASED13,84711,315+2,532+22%$175.3K$342.3K+$167.0K2026-10-15
Crossmark Global Holdings, Inc.
NEW12,549—+12,549——$310.2K—2026-10-21
Beacon Financial Group
DECREASED11,08711,904-817-7%$184.4K$274.1K+$89.7K2026-10-19
US Bancorp \de\
INCREASED11,0217,948+3,073+39%$123.1K$272.4K+$149.3K2026-11-05
Evergreen Capital Management LLC
DECREASED8,58614,343-5,757-40%$224.9K$212.2K-$12.6K2026-10-23
Investors Research Corp
DECREASED8,3358,360-250%$129.5K$206.0K+$76.5K2026-10-07
Atlas Capital Advisors Inc.
NEW5,813—+5,813——$245.0K—2026-11-09
Pavaki Capital Management LLC
UNCHANGED5,0005,00000%$77.5K$123.6K+$46.2K2026-10-26
Russell Investments Group, Ltd.
DECREASED4,2456,651-2,406-36%$103.0K$104.9K+$1.9K2026-11-06
Signaturefd, LLC
INCREASED3,4242,226+1,198+54%$34.5K$84.6K+$50.2K2026-10-23
Jacobi Capital Management LLC
NEW2,400—+2,400——$59.3K—2026-11-05
First Command Advisory Services, Inc.
NEW1,621—+1,621——$40.1K—2026-11-05
Allworth Financial LP
INCREASED1,4911,472+19+1%$22.8K$23.1K+$2942026-11-06
PNC Financial Services Group, Inc.
INCREASED1,2041,032+172+17%$16.0K$29.8K+$13.8K2026-11-06
Farther Finance Advisors, LLC
DECREASED1,0021,755-753-43%$27.5K$24.8K-$2.8K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED846690+156+23%$10.7K$20.9K+$10.2K2026-11-04
Gamma Investing LLC
DECREASED7841,342-558-42%$20.8K$19.4K-$1.4K2026-10-08
Ascentis Independent Advisors
UNCHANGED76976900%$11.9K$19.0K+$7.1K2026-11-03
SBI Securities Co., Ltd.
DECREASED720783-63-8%$12.1K$17.8K+$5.7K2026-10-22
TD Private Client Wealth LLC
INCREASED63824+614+2558%$372$15.8K+$15.4K2026-10-28
Acadian Asset Management LLC
NEW577—+577——$14—2026-11-09
Parallel Advisors, LLC
INCREASED558529+29+5%$8.2K$13.8K+$5.6K2026-11-03
Harbour Investments, Inc.
DECREASED557644-87-14%$10.0K$13.8K+$3.8K2026-11-09
New England Capital Financial Advisors LLC
INCREASED467455+12+3%$7.1K$11.6K+$4.5K2026-11-03
Hilton Head Capital Partners, LLC
INCREASED431419+12+3%$6.5K$10.6K+$4.2K2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED41648+368+767%$744$10.3K+$9.5K2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED34134100%$5.3K$8.4K+$3.1K2026-10-21
Montag A & Associates Inc
UNCHANGED33533500%$5.4K$8.3K+$2.9K2026-10-29
Mondrian Investment Partners LTD
DECREASED2592,354-2,095-89%$36.5K$6.9K-$29.5K2026-10-23
Bare Financial Services, Inc
UNCHANGED24124100%$3.7K$6.0K+$2.2K2026-11-04
Wilmington Savings Fund Society, FSB
NEW222—+222——$5.5K—2026-10-23
Geneos Wealth Management Inc.
INCREASED172124+48+39%$1.9K$4.3K+$2.3K2026-11-09
Cape Investment Advisory, Inc.
DECREASED172174-2-1%$2.7K$4.3K+$1.6K2026-10-13
Provenance Wealth Advisors, LLC
NEW151—+151——$3.7K—2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED15015000%$2.3K$3.7K+$1.4K2026-11-06
Princeton Global Asset Management LLC
UNCHANGED13913900%$2.2K$3.4K+$1.3K2026-10-21
Bell Investment Advisors, Inc
INCREASED10982+27+33%$1.3K$2.7K+$1.4K2026-10-29
Bessemer Group Inc
UNCHANGED10710700%$2$3+$12026-11-09
Roble, Belko & Company, Inc
UNCHANGED868600%$1$2+$12026-11-09
Citigroup Inc
UNCHANGED282800%$434$692+$2582026-11-04
Global Trust Asset Management, LLC
DECREASED2767-40-60%$1.0K$667-$3712026-10-19
Pinnacle Wealth Planning Services, Inc.
NEW20—+20——$494—2026-10-27
IFG Advisory, LLC
DECREASED1340-27-67%$620$321-$2992026-11-09
MV Capital Management, Inc.
UNCHANGED121200%$186$297+$1112026-10-29
Larson Financial Group LLC
INCREASED114+7+175%$62$272+$2102026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED111100%$170$272+$1022026-11-05
IFP Advisors, Inc
UNCHANGED8800%$124$198+$742026-10-16
Nisa Investment Advisors, LLC
UNCHANGED7700%$112$173+$612026-10-20
Capricorn Fund Managers Ltd
CLOSED0676,000-676,000-100%$10.5M$0-$10.5M2026-11-03
Range Financial Group LLC
CLOSED099,230-99,230-100%$1.5M$0-$1.5M2026-10-21
Transmarket Holdings LP
CLOSED096,546-96,546-100%$1.5M$0-$1.5M2026-10-27
Simplex Trading, LLC
CLOSED028,025-28,025-100%$434.1K$0-$434.1K2026-11-04
Squarepoint Ops LLC
CLOSED026,001-26,001-100%$402.8K$0-$402.8K2026-11-09
Imc-Chicago, LLC
CLOSED019,047-19,047-100%$295.0K$0-$295.0K2026-11-05
Carolina Wealth Advisors, LLC
CLOSED015,447-15,447-100%$239.3K$0-$239.3K2026-10-23
Mezzasalma Advisors, LLC
CLOSED012,951-12,951-100%$200.6K$0-$200.6K2026-10-14
Blue Trust, Inc.
CLOSED0729-729-100%$11.3K$0-$11.3K2026-10-15
Paradigm Asset Management Co LLC
CLOSED0723-723-100%$11.2K$0-$11.2K2026-11-05
MCF Advisors LLC
CLOSED027-27-100%$419$0-$4192026-10-28
Hotchkis & Wiley Capital Management LLC
N/A—16,676,408-16,676,408-100%$258.3M———
Brandes Investment Partners, LP
N/A—1,069,789-1,069,789-100%$16.6M———
Boothbay Fund Management, LLC
N/A—450,000-450,000-100%$7.0M———
D. E. Shaw & Co., Inc.
N/A—407,216-407,216-100%$6.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—387,129-387,129-100%$6.0M———
Jane Street Group, LLC
N/A—249,678-249,678-100%$3.9M———
Citadel Advisors LLC
N/A—214,317-214,317-100%$3.3M———
Millennium Management LLC
N/A—199,372-199,372-100%$3.1M———
Wells Fargo & Company
N/A—191,373-191,373-100%$3.0M———
Marshall Wace, LLP
N/A—178,060-178,060-100%$2.8M———
Royal Bank of Canada
N/A—177,761-177,761-100%$2.8M———
Old Mission Capital LLC
N/A—155,337-155,337-100%$2.4M———
UBS Group AG
N/A—132,684-132,684-100%$2.1M———
XTX Topco Ltd
N/A—122,960-122,960-100%$1.9M———
Bank of America Corp
N/A—112,164-112,164-100%$1.7M———
BlackRock, Inc.
N/A—110,776-110,776-100%$1.7M———
Optiver Holding B.V.
N/A—109,792-109,792-100%$1.7M———
Northern Trust Corp
N/A—108,908-108,908-100%$1.7M———
Envestnet Asset Management Inc
N/A—108,586-108,586-100%$1.7M———
HRT Financial LP
N/A—81,816-81,816-100%$1.3M———
Ameriprise Financial Inc
N/A—80,675-80,675-100%$1.3M———
Morgan Stanley
N/A—77,215-77,215-100%$1.2M———
Goldman Sachs Group Inc
N/A—76,011-76,011-100%$1.2M———
LMR Partners LLP
N/A—70,000-70,000-100%$1.1M———
DV Equities, LLC
N/A—67,579-67,579-100%$1.0M———
Stifel Financial Corp
N/A—64,543-64,543-100%$999.8K———
Mariner, LLC
N/A—53,453-53,453-100%$828.0K———
FMR LLC
N/A—48,150-48,150-100%$745.8K———
Barometer Capital Management Inc.
N/A—36,900-36,900-100%$571.6K———
Trexquant Investment LP
N/A—35,437-35,437-100%$548.9K———
Balyasny Asset Management L.P.
N/A—33,911-33,911-100%$525.3K———
Virtu Financial LLC
N/A—31,921-31,921-100%$494.0K———
Graham Capital Management, L.P.
N/A—30,656-30,656-100%$474.9K———
Point72 Asset Management, L.P.
N/A—29,604-29,604-100%$458.6K———
Farringdon Capital, Ltd.
N/A—27,999-27,999-100%$433.7K———
Engineers Gate Manager LP
N/A—25,867-25,867-100%$400.7K———
Nuveen, LLC
N/A—25,349-25,349-100%$392.7K———
SEI Investments Co
N/A—25,077-25,077-100%$388.4K———
Vanguard Personalized Indexing Management, LLC
N/A—24,484-24,484-100%$379.3K———
Advisors Asset Management, Inc.
N/A—19,593-19,593-100%$303.5K———
Callan Family Office, LLC
N/A—19,297-19,297-100%$298.9K———
Group One Trading LLC
N/A—19,062-19,062-100%$295.3K———
Sanctuary Advisors, LLC
N/A—14,838-14,838-100%$229.8K———
HighTower Advisors, LLC
N/A—13,199-13,199-100%$204.5K———
Susquehanna International Group, LLP
N/A—12,303-12,303-100%$190.6K———
QRG Capital Management, Inc.
N/A—11,339-11,339-100%$175.6K———
FOX RUN Management, L.L.C.
N/A—11,048-11,048-100%$171.1K———
Cetera Investment Advisers
N/A—10,806-10,806-100%$167.4K———
Northwestern Mutual Wealth Management Co
N/A—8,716-8,716-100%$135.0K———
Tower Research Capital LLC (TRC)
N/A—5,537-5,537-100%$85.8K———
Jones Financial Companies Lllp
N/A—4,111-4,111-100%$66.3K———
Steward Partners Investment Advisory, LLC
N/A—2,722-2,722-100%$42.2K———
Arax Advisory Partners
N/A—2,026-2,026-100%$31.4K———
Osaic Holdings, Inc.
N/A—1,727-1,727-100%$26.8K———
National Bank of Canada
N/A—1,640-1,640-100%$25.4K———
Rothschild Investment LLC
N/A—1,034-1,034-100%$16.0K———
CVA Family Office, LLC
N/A—1,000-1,000-100%$15.5K———
NewEdge Advisors, LLC
N/A—755-755-100%$11.7K———
UBS Asset Management Americas LLC
N/A—583-583-100%$9.0K———
Rhumbline Advisers
N/A—582-582-100%$9.0K———
JPMorgan Chase & Co
N/A—403-403-100%$6.6K———
SOA Wealth Advisors, Llc.
N/A—334-334-100%$5.2K———
Rockefeller Capital Management L.P.
N/A—268-268-100%$4.2K———
LRI Investments, LLC
N/A—243-243-100%$3.8K———
BFC Planning, Inc.
N/A—215-215-100%$3.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—215-215-100%$3.3K———
Basecamp Wealth Advisors LLC
N/A—215-215-100%$3.3K———
Global Retirement Partners, LLC
N/A—166-166-100%$2.6K———
Fiduciary Financial Advisors
N/A—90-90-100%$1.4K———
Wellington-Altus USA Inc.
N/A—74-74-100%$1.2K———
Kilter Group LLC
N/A—60-60-100%$930———
Cornerstone Financial Management LLC
N/A—56-56-100%$867———
Ameritas Advisory Services, LLC
N/A—35-35-100%$542———
BOK Financial Private Wealth, Inc.
N/A—12-12-100%$192———
Keating Financial Advisory Services, Inc.
N/A—10-10-100%$155———
Glen Eagle Advisors, LLC
N/A—9-9-100%$139———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$47———
Huntington National Bank
N/A—1-1-100%$15———
Allied Private Wealth LLC
N/A—00—$10———
Showing 150 of 150 institutions