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Washington Trust Bancorp (WASH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares825,049 from 751,965
Change+73,084 (+10%)
Value$31.3M (+$3.9M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares526,554 from 520,133
Change+6,421 (+1%)
Value$20.0M (+$1.0M)
Filed 2026-11-06
First Horizon Corp
UNCHANGED
Shares296,225 from 296,225
Change0 (0%)
Value$11.3M (+$447.3K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares149,785 from 149,824
Change-39 (0%)
Value$5.7M (+$224.8K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares94,236 from 94,221
Change+15 (+0%)
Value$3.6M (+$142.8K)
Filed 2026-10-27
Creative Planning
INCREASED
Shares89,896 from 69,124
Change+20,772 (+30%)
Value$3.4M (+$893.5K)
Filed 2026-11-02
LSV Asset Management
INCREASED
Shares81,400 from 67,597
Change+13,803 (+20%)
Value$3.1K (-$2.5M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares69,728 from 25,758
Change+43,970 (+171%)
Value$2.6M (+$1.7M)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares50,312 from 52,765
Change-2,453 (-5%)
Value$1.9M (-$13.5K)
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
DECREASED
Shares49,946 from 50,414
Change-468 (-1%)
Value$1.9M (+$58.3K)
Filed 2026-10-19
Barclays PLC
DECREASED
Shares39,700 from 42,449
Change-2,749 (-6%)
Value$1.5M (-$40.3K)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
DECREASED
Shares29,792 from 62,671
Change-32,879 (-52%)
Value$1.1M (-$1.2M)
Filed 2026-11-05
New England Research & Management, Inc.
UNCHANGED
Shares29,700 from 29,700
Change0 (0%)
Value$1.1M (+$44.8K)
Filed 2026-10-16
Rockland Trust Co
UNCHANGED
Shares26,527 from 26,527
Change0 (0%)
Value$1.0M (+$40.1K)
Filed 2026-10-05
Deutsche Bank Ag\
DECREASED
Shares18,419 from 19,787
Change-1,368 (-7%)
Value$699.7K (-$22.1K)
Filed 2026-11-06
Inspire Investing, LLC
DECREASED
Shares16,849 from 18,712
Change-1,863 (-10%)
Value$640.1K (-$42.5K)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares14,822 from 22,091
Change-7,269 (-33%)
Value$563.1K (-$242.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,523 from 13,646
Change+877 (+6%)
Value$542.4K (+$53.2K)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares10,963 from 14,020
Change-3,057 (-22%)
Value$416.5K (-$95.0K)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares10,840 from 10,898
Change-58 (-1%)
Value$411.8K (+$14.3K)
Filed 2026-10-01
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares10,787 from 9,168
Change+1,619 (+18%)
Value$409.8K (+$75.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares10,175 from 7,117
Change+3,058 (+43%)
Value$386.5K (+$126.9K)
Filed 2026-11-06
Savant Capital, LLC
NEW
Shares9,905
Change+9,905
Value$376.3K
Filed 2026-11-06
Mystic Asset Management, Inc.
INCREASED
Shares9,106 from 8,951
Change+155 (+2%)
Value$345.9K (+$19.4K)
Filed 2026-10-15
Principle Wealth Partners LLC
DECREASED
Shares8,962 from 11,494
Change-2,532 (-22%)
Value$340.5K (-$78.8K)
Filed 2026-11-02
Amundi
INCREASED
Shares7,756 from 7,674
Change+82 (+1%)
Value$294.6K (+$14.7K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares7,677 from 7,585
Change+92 (+1%)
Value$284.6K (+$7.9K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares7,390 from 7,390
Change0 (0%)
Value$280.7K (+$11.2K)
Filed 2026-10-06
Connecticut Wealth Management, LLC
UNCHANGED
Shares6,615 from 6,615
Change0 (0%)
Value$251.3K (+$10.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares6,183 from 6,189
Change-6 (0%)
Value$234.9K (+$9.1K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares6,151 from 5,051
Change+1,100 (+22%)
Value$233.7K (+$49.4K)
Filed 2026-10-20
Sanders Morris Harris LLC
UNCHANGED
Shares6,115 from 6,115
Change0 (0%)
Value$237.6K (+$14.6K)
Filed 2026-10-14
Barry Investment Advisors, LLC
UNCHANGED
Shares6,046 from 6,046
Change0 (0%)
Value$229.7K (+$9.1K)
Filed 2026-10-14
Baxter Bros Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$227.9K (+$9.1K)
Filed 2026-11-04
Arizona State Retirement System
NEW
Shares5,368
Change+5,368
Value$203.9K
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares4,776 from 5,482
Change-706 (-13%)
Value$181.4K (-$18.5K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares3,697 from 3,701
Change-4 (0%)
Value$140.4K (+$5.4K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares2,483 from 2,271
Change+212 (+9%)
Value$94.3K (+$11.5K)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares1,512 from 1,380
Change+132 (+10%)
Value$55.2K (+$4.8K)
Filed 2026-11-06
Canton Hathaway, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$47.5K (+$1.9K)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares1,020 from 971
Change+49 (+5%)
Value$38.8K (+$3.3K)
Filed 2026-10-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$38.0K (+$1.5K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares886 from 830
Change+56 (+7%)
Value$33.7K (+$3.4K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares823 from 787
Change+36 (+5%)
Value$31.3K (+$2.6K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares802 from 386
Change+416 (+108%)
Value$30.5K (+$16.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares740 from 739
Change+1 (+0%)
Value$28.1K (+$1.2K)
Filed 2026-11-04
State of Alaska, Department of Revenue
NEW
Shares715
Change+715
Value$27
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$20.7K (+$1.1K)
Filed 2026-11-02
Essential Partners LLC
INCREASED
Shares400 from 394
Change+6 (+2%)
Value$15.2K (+$823)
Filed 2026-10-14
Sterling Capital Management LLC
DECREASED
Shares374 from 388
Change-14 (-4%)
Value$14.2K (+$54)
Filed 2026-10-22
IFP Advisors, Inc
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$13.8K (+$548)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$10.1K (+$403)
Filed 2026-11-03
True Wealth Design, LLC
INCREASED
Shares258 from 247
Change+11 (+4%)
Value$9.8K (+$791)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares255 from 64
Change+191 (+298%)
Value$9.7K (+$7.4K)
Filed 2026-10-26
Abound Wealth Management
NEW
Shares229
Change+229
Value$8.7K
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares153 from 83
Change+70 (+84%)
Value$5.8K (+$2.8K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares135
Change+135
Value$5.1K
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.9K (+$114)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares70 from 60
Change+10 (+17%)
Value$2.7K (+$467)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares63
Change+63
Value$2.4K
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$2 ($0)
Filed 2026-10-27
SBI Securities Co., Ltd.
DECREASED
Shares55 from 128
Change-73 (-57%)
Value$2.1K (-$2.6K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares38
Change+38
Value$1.4K
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.1K (+$43)
Filed 2026-10-05
Clearstead Advisors, LLC
DECREASED
Shares19 from 59
Change-40 (-68%)
Value$722 (-$1.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares8 from 15
Change-7 (-47%)
Value$304 (-$243)
Filed 2026-11-05
Covestor Ltd
DECREASED
Shares4 from 6
Change-2 (-33%)
Value$0 ($0)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
DECREASED
Shares2 from 14
Change-12 (-86%)
Value$76 (-$435)
Filed 2026-10-29
James T. Borello RIA
DECREASED
Shares2 from 3
Change-1 (-33%)
Value$76 (-$33)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
NEW
Shares1
Change+1
Value$38
Filed 2026-11-05
M3f, Inc.
CLOSED
Shares0 from 19,199
Change-19,199 (-100%)
Value$0 (-$700.0K)
Filed 2026-10-21
State of Wyoming
CLOSED
Shares0 from 4,086
Change-4,086 (-100%)
Value$0 (-$149.1K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-07
Cornerstone Planning Group LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$999)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$11 (+$1)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 2,235,699
Change-2,235,699 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,000,649
Change-1,000,649 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 843,753
Change-843,753 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 841,065
Change-841,065 (-100%)
Value—
State Street Corp
N/A
Shares— from 774,736
Change-774,736 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 461,273
Change-461,273 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 453,229
Change-453,229 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 319,513
Change-319,513 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 300,800
Change-300,800 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 289,374
Change-289,374 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 282,349
Change-282,349 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 276,500
Change-276,500 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 251,517
Change-251,517 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 220,439
Change-220,439 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 196,582
Change-196,582 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 183,998
Change-183,998 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 175,961
Change-175,961 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 166,298
Change-166,298 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 158,679
Change-158,679 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 150,202
Change-150,202 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 129,679
Change-129,679 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 127,046
Change-127,046 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 126,011
Change-126,011 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 120,049
Change-120,049 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 118,331
Change-118,331 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 118,215
Change-118,215 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 87,938
Change-87,938 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 83,331
Change-83,331 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 63,370
Change-63,370 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 62,508
Change-62,508 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 57,274
Change-57,274 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 53,440
Change-53,440 (-100%)
Value—
UBS Group AG
N/A
Shares— from 53,072
Change-53,072 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 52,760
Change-52,760 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 47,714
Change-47,714 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 46,028
Change-46,028 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 43,600
Change-43,600 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 36,836
Change-36,836 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 33,280
Change-33,280 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 30,588
Change-30,588 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 29,670
Change-29,670 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 27,524
Change-27,524 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,061
Change-26,061 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 21,936
Change-21,936 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,358
Change-20,358 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 20,053
Change-20,053 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 19,148
Change-19,148 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 19,116
Change-19,116 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 18,853
Change-18,853 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,141
Change-17,141 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 16,351
Change-16,351 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 15,668
Change-15,668 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,387
Change-14,387 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,134
Change-14,134 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11,872
Change-11,872 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 11,016
Change-11,016 (-100%)
Value—
Allstate Corp
N/A
Shares— from 10,634
Change-10,634 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,135
Change-9,135 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,189
Change-8,189 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 7,421
Change-7,421 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 6,853
Change-6,853 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,538
Change-4,538 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 537
Change-537 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 324
Change-324 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 298
Change-298 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 77
Change-77 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED825,049751,965+73,084+10%$27.4M$31.3M+$3.9M2026-11-04
Geode Capital Management, LLC
INCREASED526,554520,133+6,421+1%$19.0M$20.0M+$1.0M2026-11-06
First Horizon Corp
UNCHANGED296,225296,22500%$10.8M$11.3M+$447.3K2026-10-26
Bank of New York Mellon Corp
DECREASED149,785149,824-390%$5.5M$5.7M+$224.8K2026-11-05
Crestwood Advisors Group, LLC
INCREASED94,23694,221+15+0%$3.4M$3.6M+$142.8K2026-10-27
Creative Planning
INCREASED89,89669,124+20,772+30%$2.5M$3.4M+$893.5K2026-11-02
LSV Asset Management
INCREASED81,40067,597+13,803+20%$2.5M$3.1K-$2.5M2026-11-06
Principal Financial Group Inc
INCREASED69,72825,758+43,970+171%$939.7K$2.6M+$1.7M2026-11-02
Brown, Lisle Ings, Inc.
DECREASED50,31252,765-2,453-5%$1.9M$1.9M-$13.5K2026-10-16
Linden Thomas Advisory Services, LLC
DECREASED49,94650,414-468-1%$1.8M$1.9M+$58.3K2026-10-19
Barclays PLC
DECREASED39,70042,449-2,749-6%$1.5M$1.5M-$40.3K2026-11-06
State of New Jersey Common Pension Fund D
DECREASED29,79262,671-32,879-52%$2.3M$1.1M-$1.2M2026-11-05
New England Research & Management, Inc.
UNCHANGED29,70029,70000%$1.1M$1.1M+$44.8K2026-10-16
Rockland Trust Co
UNCHANGED26,52726,52700%$967.7K$1.0M+$40.1K2026-10-05
Deutsche Bank Ag\
DECREASED18,41919,787-1,368-7%$721.8K$699.7K-$22.1K2026-11-06
Inspire Investing, LLC
DECREASED16,84918,712-1,863-10%$682.6K$640.1K-$42.5K2026-10-22
Citigroup Inc
DECREASED14,82222,091-7,269-33%$805.9K$563.1K-$242.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED14,52313,646+877+6%$489.2K$542.4K+$53.2K2026-10-13
Russell Investments Group, Ltd.
DECREASED10,96314,020-3,057-22%$511.5K$416.5K-$95.0K2026-11-06
Coastline Trust Co
DECREASED10,84010,898-58-1%$397.6K$411.8K+$14.3K2026-10-01
Hennion & Walsh Asset Management, Inc.
INCREASED10,7879,168+1,619+18%$334.4K$409.8K+$75.3K2026-10-13
Kestra Private Wealth Services, LLC
INCREASED10,1757,117+3,058+43%$259.6K$386.5K+$126.9K2026-11-06
Savant Capital, LLC
NEW9,905—+9,905——$376.3K—2026-11-06
Mystic Asset Management, Inc.
INCREASED9,1068,951+155+2%$326.5K$345.9K+$19.4K2026-10-15
Principle Wealth Partners LLC
DECREASED8,96211,494-2,532-22%$419.3K$340.5K-$78.8K2026-11-02
Amundi
INCREASED7,7567,674+82+1%$279.9K$294.6K+$14.7K2026-11-06
Quadrant Capital Group LLC
INCREASED7,6777,585+92+1%$276.7K$284.6K+$7.9K2026-10-20
Colton Groome Financial Advisors, LLC
UNCHANGED7,3907,39000%$269.6K$280.7K+$11.2K2026-10-06
Connecticut Wealth Management, LLC
UNCHANGED6,6156,61500%$241.3K$251.3K+$10.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED6,1836,189-60%$225.8K$234.9K+$9.1K2026-11-02
Nisa Investment Advisors, LLC
INCREASED6,1515,051+1,100+22%$184.3K$233.7K+$49.4K2026-10-20
Sanders Morris Harris LLC
UNCHANGED6,1156,11500%$223.1K$237.6K+$14.6K2026-10-14
Barry Investment Advisors, LLC
UNCHANGED6,0466,04600%$220.5K$229.7K+$9.1K2026-10-14
Baxter Bros Inc
UNCHANGED6,0006,00000%$218.9K$227.9K+$9.1K2026-11-04
Arizona State Retirement System
NEW5,368—+5,368——$203.9K—2026-11-03
Barrett & Company, Inc.
DECREASED4,7765,482-706-13%$200.0K$181.4K-$18.5K2026-10-22
Signaturefd, LLC
DECREASED3,6973,701-40%$135.0K$140.4K+$5.4K2026-10-23
PNC Financial Services Group, Inc.
INCREASED2,4832,271+212+9%$82.8K$94.3K+$11.5K2026-11-06
Allworth Financial LP
INCREASED1,5121,380+132+10%$50.3K$55.2K+$4.8K2026-11-06
Canton Hathaway, LLC
UNCHANGED1,2501,25000%$45.6K$47.5K+$1.9K2026-10-23
Versant Capital Management, Inc
INCREASED1,020971+49+5%$35.4K$38.8K+$3.3K2026-10-02
Wilmington Savings Fund Society, FSB
UNCHANGED1,0001,00000%$36.5K$38.0K+$1.5K2026-10-23
Farther Finance Advisors, LLC
INCREASED886830+56+7%$30.3K$33.7K+$3.4K2026-10-08
US Bancorp \de\
INCREASED823787+36+5%$28.7K$31.3K+$2.6K2026-11-05
Gamma Investing LLC
INCREASED802386+416+108%$14.1K$30.5K+$16.4K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED740739+1+0%$27.0K$28.1K+$1.2K2026-11-04
State of Alaska, Department of Revenue
NEW715—+715——$27—2026-10-15
Westside Investment Management, Inc.
UNCHANGED53853800%$19.6K$20.7K+$1.1K2026-11-02
Essential Partners LLC
INCREASED400394+6+2%$14.4K$15.2K+$8232026-10-14
Sterling Capital Management LLC
DECREASED374388-14-4%$14.2K$14.2K+$542026-10-22
IFP Advisors, Inc
UNCHANGED36336300%$13.2K$13.8K+$5482026-10-16
Parallel Advisors, LLC
UNCHANGED26726700%$9.7K$10.1K+$4032026-11-03
True Wealth Design, LLC
INCREASED258247+11+4%$9.0K$9.8K+$7912026-10-13
SJS Investment Consulting Inc.
INCREASED25564+191+298%$2.3K$9.7K+$7.4K2026-10-26
Abound Wealth Management
NEW229—+229——$8.7K—2026-10-26
Larson Financial Group LLC
INCREASED15383+70+84%$3.0K$5.8K+$2.8K2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW135—+135——$5.1K—2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED757500%$2.7K$2.9K+$1142026-10-20
Parkside Financial Bank & Trust
INCREASED7060+10+17%$2.2K$2.7K+$4672026-10-27
Root Financial Partners, LLC
NEW63—+63——$2.4K—2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED636300%$2$2$02026-10-27
SBI Securities Co., Ltd.
DECREASED55128-73-57%$4.7K$2.1K-$2.6K2026-10-22
Provenance Wealth Advisors, LLC
NEW38—+38——$1.4K—2026-10-30
MassMutual Private Wealth & Trust, FSB
UNCHANGED282800%$1.0K$1.1K+$432026-10-05
Clearstead Advisors, LLC
DECREASED1959-40-68%$2.2K$722-$1.4K2026-11-06
Fifth Third Bancorp
DECREASED815-7-47%$547$304-$2432026-11-05
Covestor Ltd
DECREASED46-2-33%$0$0$02026-10-30
Caitong International Asset Management Co., Ltd
DECREASED214-12-86%$511$76-$4352026-10-29
James T. Borello RIA
DECREASED23-1-33%$109$76-$332026-10-16
Silver Grove Financial Group, Inc.
NEW1—+1——$38—2026-11-05
M3f, Inc.
CLOSED019,199-19,199-100%$700.0K$0-$700.0K2026-10-21
State of Wyoming
CLOSED04,086-4,086-100%$149.1K$0-$149.1K2026-10-28
Wealth Enhancement Trust Services, Inc.
CLOSED028-28-100%$1.0K$0-$1.0K2026-10-07
Cornerstone Planning Group LLC
CLOSED026-26-100%$999$0-$9992026-10-16
Cullen T Bankers, Inc.
UNCHANGED000—$10$11+$12026-10-28
BlackRock, Inc.
N/A—2,235,699-2,235,699-100%$81.6M———
FMR LLC
N/A—1,000,649-1,000,649-100%$36.5M———
Vanguard Capital Management LLC
N/A—843,753-843,753-100%$30.8M———
Franklin Resources Inc
N/A—841,065-841,065-100%$30.7M———
State Street Corp
N/A—774,736-774,736-100%$28.3M———
AQR Capital Management LLC
N/A—461,273-461,273-100%$16.8M———
Two Sigma Investments, LP
N/A—453,229-453,229-100%$16.5M———
Hotchkis & Wiley Capital Management LLC
N/A—319,513-319,513-100%$11.7M———
Drexel Morgan & Co.
N/A—300,800-300,800-100%$11.0M———
Manufacturers Life Insurance Company, the
N/A—289,374-289,374-100%$10.6M———
American Century Companies Inc
N/A—282,349-282,349-100%$10.3M———
Goldman Sachs Group Inc
N/A—276,500-276,500-100%$10.1M———
Invesco Ltd.
N/A—251,517-251,517-100%$9.2M———
Vanguard Portfolio Management LLC
N/A—220,439-220,439-100%$8.0M———
Northern Trust Corp
N/A—196,582-196,582-100%$7.2M———
Basswood Capital Management, L.L.C.
N/A—183,998-183,998-100%$6.7M———
Morgan Stanley
N/A—175,961-175,961-100%$6.4M———
Citadel Advisors LLC
N/A—166,298-166,298-100%$6.1M———
Charles Schwab Investment Management Inc
N/A—158,679-158,679-100%$5.8M———
Millennium Management LLC
N/A—150,202-150,202-100%$5.5M———
Prudential Financial Inc
N/A—129,679-129,679-100%$4.7M———
Raymond James Financial Inc
N/A—127,046-127,046-100%$4.6M———
Vanguard Fiduciary Trust Co
N/A—126,011-126,011-100%$4.6M———
Siena Capital Partners GP, LLC
N/A—120,049-120,049-100%$4.4M———
Bridgeway Capital Management, LLC
N/A—118,331-118,331-100%$4.3M———
Bank of America Corp
N/A—118,215-118,215-100%$4.3M———
Trexquant Investment LP
N/A—87,938-87,938-100%$3.2M———
Empowered Funds, LLC
N/A—83,331-83,331-100%$3.0M———
SG Americas Securities, LLC
N/A—63,370-63,370-100%$2.3M———
Quantinno Capital Management LP
N/A—62,508-62,508-100%$2.3M———
Tudor Investment Corp ET AL
N/A—57,274-57,274-100%$2.1M———
Alliancebernstein L.P.
N/A—53,440-53,440-100%$1.8M———
UBS Group AG
N/A—53,072-53,072-100%$1.9M———
UBS Asset Management Americas LLC
N/A—52,760-52,760-100%$1.9M———
Bradley Foster & Sargent Inc
N/A—47,714-47,714-100%$1.7M———
Nuveen, LLC
N/A—46,028-46,028-100%$1.7M———
Victory Capital Management Inc
N/A—43,600-43,600-100%$1.6M———
Swiss National Bank
N/A—38,200-38,200-100%$1.4M———
IEQ Capital, LLC
N/A—36,836-36,836-100%$1.3M———
Teton Advisors, LLC
N/A—33,280-33,280-100%$1.2M———
Susquehanna Fundamental Investments, LLC
N/A—30,588-30,588-100%$1.1M———
Ameriprise Financial Inc
N/A—29,670-29,670-100%$1.1M———
Price T Rowe Associates Inc
N/A—27,524-27,524-100%$1.0M———
Janney Montgomery Scott LLC
N/A—26,061-26,061-100%$951.0K———
Rhumbline Advisers
N/A—24,779-24,779-100%$903.9K———
California State Teachers Retirement System
N/A—21,936-21,936-100%$800.2K———
Mariner, LLC
N/A—20,358-20,358-100%$742.7K———
Vanguard Global Advisers, LLC
N/A—20,053-20,053-100%$731.5K———
Atom Investors LP
N/A—19,148-19,148-100%$698.5K———
Wells Fargo & Company
N/A—19,116-19,116-100%$697.4K———
Marshall Wace, LLP
N/A—18,853-18,853-100%$687.8K———
Campbell & Co Investment Adviser LLC
N/A—17,885-17,885-100%$652.4K———
Mercer Global Advisors Inc
N/A—17,141-17,141-100%$625.3K———
XTX Topco Ltd
N/A—16,372-16,372-100%$597.3K———
Graham Capital Management, L.P.
N/A—16,351-16,351-100%$596.5K———
Focus Partners Wealth
N/A—15,886-15,886-100%$579.5K———
Rafferty Asset Management, LLC
N/A—15,668-15,668-100%$571.6K———
Gabelli Funds LLC
N/A—15,000-15,000-100%$547.2K———
Jump Financial, LLC
N/A—14,387-14,387-100%$524.8K———
Osaic Holdings, Inc.
N/A—14,134-14,134-100%$515.6K———
Legal & General Group Plc
N/A—13,885-13,885-100%$506.5K———
SEI Investments Co
N/A—12,734-12,734-100%$464.5K———
Vanguard Asset Management, Ltd
N/A—12,594-12,594-100%$459.4K———
Hantz Financial Services, Inc.
N/A—11,872-11,872-100%$433.0K———
MetLife Investment Management, LLC
N/A—11,016-11,016-100%$401.9K———
Allstate Corp
N/A—10,634-10,634-100%$387.9K———
Fiduciary Trust Co
N/A—9,969-9,969-100%$363.7K———
Stifel Financial Corp
N/A—9,269-9,269-100%$338.1K———
JPMorgan Chase & Co
N/A—9,135-9,135-100%$332.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,823-8,823-100%$321.9K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—8,533-8,533-100%$311.3K———
Cerity Partners LLC
N/A—8,189-8,189-100%$298.7K———
Jupiter Topco LLC
N/A—7,562-7,562-100%$275.7K———
Vanguard Investments Australia, Ltd.
N/A—7,421-7,421-100%$270.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,289-7,289-100%$265.9K———
First Trust Advisors LP
N/A—7,120-7,120-100%$259.7K———
Jane Street Group, LLC
N/A—6,956-6,956-100%$253.8K———
Captrust Financial Advisors
N/A—6,953-6,953-100%$253.6K———
Public Employees Retirement Association of Colorado
N/A—6,853-6,853-100%$250.0K———
New York State Common Retirement Fund
N/A—6,843-6,843-100%$249.6K———
EP Wealth Advisors, LLC
N/A—6,711-6,711-100%$244.8K———
Squarepoint Ops LLC
N/A—6,593-6,593-100%$240.5K———
D. E. Shaw & Co., Inc.
N/A—6,420-6,420-100%$234.2K———
Essex Financial Services, Inc.
N/A—6,289-6,289-100%$229.4K———
Intech Investment Management LLC
N/A—5,875-5,875-100%$214.3K———
Police & Firemen's Retirement System of New Jersey
N/A—5,852-5,852-100%$213.5K———
M&T Bank Corp
N/A—5,819-5,819-100%$212.1K———
BNP Paribas Financial Markets
N/A—5,386-5,386-100%$196.5K———
Quantbot Technologies LP
N/A—4,538-4,538-100%$165.5K———
KLP Kapitalforvaltning AS
N/A—4,100-4,100-100%$149.6K———
Arax Advisory Partners
N/A—3,211-3,211-100%$117.1K———
IFG Advisory, LLC
N/A—3,175-3,175-100%$115.8K———
Royal Bank of Canada
N/A—3,091-3,091-100%$113.0K———
Canada Life Assurance Co
N/A—2,951-2,951-100%$107.0K———
Rockefeller Capital Management L.P.
N/A—2,719-2,719-100%$99.2K———
Private Wealth Asset Management, LLC
N/A—1,906-1,906-100%$69.5K———
Tower Research Capital LLC (TRC)
N/A—1,683-1,683-100%$61.4K———
Ameritas Investment Partners, Inc.
N/A—1,609-1,609-100%$58.7K———
Federated Hermes, Inc.
N/A—1,000-1,000-100%$36.5K———
BNP Paribas Asset Management Holding S.A.
N/A—563-563-100%$20.5K———
Jones Financial Companies Lllp
N/A—537-537-100%$19.8K———
Smartleaf Asset Management LLC
N/A—438-438-100%$15.9K———
Keating Financial Advisory Services, Inc.
N/A—324-324-100%$11.8K———
Regatta Research & Money Management
N/A—298-298-100%$10.9K———
Rothschild Investment LLC
N/A—138-138-100%$5.0K———
LOS Angeles Capital Management LLC
N/A—100-100-100%$3.6K———
Quarry LP
N/A—77-77-100%$2.8K———
Westend Capital Management, LLC
N/A—73-73-100%$2.7K———
Optiver Holding B.V.
N/A—72-72-100%$2.6K———
Basecamp Wealth Advisors LLC
N/A—48-48-100%$1.8K———
Kilter Group LLC
N/A—18-18-100%$657———
JPL Wealth Management, LLC
N/A—1-1-100%$37———
Huntington National Bank
N/A—1-1-100%$36———
Showing 188 of 188 institutions