Climb Global Solutions Inc (CLMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Wasatch Advisors LP

DECREASED

Shares668,731 from 691,360

Change-22,629 (-3%)

Value$21.5M (+$5.4M)

Filed 2026-10-13

Thrivent Financial for Lutherans

INCREASED

Shares660,489 from 605,027

Change+55,462 (+9%)

Value$21.2K (-$14.0M)

Filed 2026-11-05

Geode Capital Management, LLC

INCREASED

Shares536,510 from 531,559

Change+4,951 (+1%)

Value$17.2M (+$4.9M)

Filed 2026-11-06

Dimensional Fund Advisors LP

DECREASED

Shares444,179 from 449,562

Change-5,383 (-1%)

Value$14.3M (+$3.8M)

Filed 2026-11-04

Ballast Asset Management, LP

DECREASED

Shares305,516 from 315,770

Change-10,254 (-3%)

Value$9.8M (+$2.5M)

Filed 2026-11-04

Choreo, LLC

INCREASED

Shares276,533 from 272,726

Change+3,807 (+1%)

Value$8.9M (+$2.6M)

Filed 2026-10-28

Isthmus Partners, LLC

INCREASED

Shares150,545 from 137,375

Change+13,170 (+10%)

Value$4.8M (+$1.6M)

Filed 2026-10-21

Bank of New York Mellon Corp

INCREASED

Shares128,854 from 126,508

Change+2,346 (+2%)

Value$4.1M (+$1.2M)

Filed 2026-11-05

Aberdeen Group plc

NEW

Shares123,885

Change+123,885

Value$4.0M

Filed 2026-11-06

Pinnacle Associates LTD

INCREASED

Shares106,430 from 105,832

Change+598 (+1%)

Value$3.4M (+$962.7K)

Filed 2026-10-20

Russell Investments Group, Ltd.

INCREASED

Shares105,158 from 42,430

Change+62,728 (+148%)

Value$3.4M (+$2.4M)

Filed 2026-11-06

Chatham Capital Group, Inc.

INCREASED

Shares95,575 from 92,855

Change+2,720 (+3%)

Value$3.1M (+$915.2K)

Filed 2026-10-16

Verdence Capital Advisors LLC

DECREASED

Shares76,303 from 76,566

Change-263 (0%)

Value$2.5M (+$674.1K)

Filed 2026-10-26

Conestoga Capital Advisors, LLC

UNCHANGED

Shares72,070 from 72,070

Change0 (0%)

Value$2.3M (+$642.5K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares62,929 from 56,800

Change+6,129 (+11%)

Value$2.0M (+$703.3K)

Filed 2026-11-06

Albert D Mason Inc

INCREASED

Shares62,848 from 62,315

Change+533 (+1%)

Value$2.0M (+$572.7K)

Filed 2026-10-27

Peterson Wealth Services

INCREASED

Shares42,723 from 41,573

Change+1,150 (+3%)

Value$1.4M (+$407.6K)

Filed 2026-10-26

Pinnacle Wealth Management Advisory Group, LLC

DECREASED

Shares19,267 from 20,043

Change-776 (-4%)

Value$619.0K (+$153.8K)

Filed 2026-10-23

Lakewood Asset Management LLC

INCREASED

Shares18,845 from 17,855

Change+990 (+6%)

Value$605.4K (+$191.0K)

Filed 2026-10-26

Barclays PLC

INCREASED

Shares16,662 from 13,668

Change+2,994 (+22%)

Value$535.3K (+$218.0K)

Filed 2026-11-06

Flagship Harbor Advisors, LLC

INCREASED

Shares14,783 from 12,792

Change+1,991 (+16%)

Value$474.9K (+$178.0K)

Filed 2026-10-26

Deutsche Bank Ag\

DECREASED

Shares14,553 from 16,624

Change-2,071 (-12%)

Value$467.6K (+$81.7K)

Filed 2026-11-06

ZWJ Investment Counsel Inc

INCREASED

Shares13,565 from 13,141

Change+424 (+3%)

Value$435.8K (+$130.8K)

Filed 2026-10-15

Creative Planning

INCREASED

Shares12,567 from 12,044

Change+523 (+4%)

Value$403.7K (+$124.2K)

Filed 2026-11-02

Jacobi Capital Management LLC

UNCHANGED

Shares12,414 from 12,414

Change0 (0%)

Value$398.8K (+$110.7K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares11,482 from 14,321

Change-2,839 (-20%)

Value$368.9K (+$36.5K)

Filed 2026-11-04

Fifth Third Bancorp

DECREASED

Shares10,156 from 20,588

Change-10,432 (-51%)

Value$326.3K (-$151.6K)

Filed 2026-11-05

Brady Martz Wealth Solutions, LLC

NEW

Shares9,904

Change+9,904

Value$318.2K

Filed 2026-11-05

Seizert Capital Partners, LLC

DECREASED

Shares9,460 from 10,103

Change-643 (-6%)

Value$303.9K (+$69.4K)

Filed 2026-10-30

Schwartz Investment Counsel Inc

NEW

Shares7,850

Change+7,850

Value$252.2K

Filed 2026-10-26

Strs Ohio

INCREASED

Shares6,200 from 4,400

Change+1,800 (+41%)

Value$199.2K (+$97.1K)

Filed 2026-10-30

Farther Finance Advisors, LLC

UNCHANGED

Shares4,646 from 4,646

Change0 (0%)

Value$149.3K (+$41.4K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares3,932 from 4,614

Change-682 (-15%)

Value$126.3K (+$19.2K)

Filed 2026-10-16

State of Wyoming

DECREASED

Shares2,963 from 4,191

Change-1,228 (-29%)

Value$95.2K (-$2.1K)

Filed 2026-10-28

Sterling Capital Management LLC

INCREASED

Shares2,317 from 59

Change+2,258 (+3827%)

Value$74.4K (+$73.1K)

Filed 2026-10-22

USA Financial Formulas

NEW

Shares1,540

Change+1,540

Value$49.5K

Filed 2026-10-16

Costello Asset Management, Inc

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$38.6K (+$10.7K)

Filed 2026-10-30

Catalyst Capital Advisors LLC

UNCHANGED

Shares960 from 960

Change0 (0%)

Value$30.8K (+$8.6K)

Filed 2026-11-02

State of Alaska, Department of Revenue

UNCHANGED

Shares820 from 820

Change0 (0%)

Value$26 (-$19.0K)

Filed 2026-10-15

Cape Investment Advisory, Inc.

DECREASED

Shares750 from 1,132

Change-382 (-34%)

Value$24.1K (-$2.2K)

Filed 2026-10-13

Hilltop National Bank

DECREASED

Shares650 from 1,300

Change-650 (-50%)

Value$20.9K (-$9.3K)

Filed 2026-10-14

Signaturefd, LLC

DECREASED

Shares416 from 736

Change-320 (-43%)

Value$13.4K (-$3.7K)

Filed 2026-10-23

GGM Financial LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$12.9K (+$3.6K)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares357 from 44

Change+313 (+711%)

Value$11 (+$10)

Filed 2026-10-30

Harbor Capital Advisors, Inc.

INCREASED

Shares304 from 157

Change+147 (+94%)

Value$10 (+$6)

Filed 2026-10-22

SBI Securities Co., Ltd.

INCREASED

Shares265 from 119

Change+146 (+123%)

Value$8.5K (+$5.8K)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares230 from 216

Change+14 (+6%)

Value$7.4K (+$2.4K)

Filed 2026-11-06

Gamma Investing LLC

NEW

Shares124

Change+124

Value$4.0K

Filed 2026-10-08

Parallel Advisors, LLC

INCREASED

Shares82 from 5

Change+77 (+1540%)

Value$2.6K (+$2.5K)

Filed 2026-11-03

Nisa Investment Advisors, LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$1.4K (+$393)

Filed 2026-10-20

Allworth Financial LP

INCREASED

Shares11 from 9

Change+2 (+22%)

Value$250 (+$41)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

DECREASED

Shares10 from 491

Change-481 (-98%)

Value$321 (-$11.1K)

Filed 2026-10-29

Hughes Financial Services, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$84 (+$61)

Filed 2026-10-30

Herald Investment Management Ltd

CLOSED

Shares0 from 221,836

Change-221,836 (-100%)

Value$0 (-$5.1M)

Filed 2026-10-05

Sierra Summit Advisors LLC

CLOSED

Shares0 from 43,997

Change-43,997 (-100%)

Value$0 (-$1.0M)

Filed 2026-10-28

Bank of New Hampshire

CLOSED

Shares0 from 240

Change-240 (-100%)

Value$0 (-$5.6K)

Filed 2026-10-06

BlackRock, Inc.

N/A

Shares— from 1,326,018

Change-1,326,018 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 1,129,342

Change-1,129,342 (-100%)

Value—

AltraVue Capital, LLC

N/A

Shares— from 939,774

Change-939,774 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 887,135

Change-887,135 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 775,070

Change-775,070 (-100%)

Value—

Tieton Capital Management, LLC

N/A

Shares— from 687,131

Change-687,131 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 551,910

Change-551,910 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 471,140

Change-471,140 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 363,393

Change-363,393 (-100%)

Value—

State Street Corp

N/A

Shares— from 344,399

Change-344,399 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 245,120

Change-245,120 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 213,670

Change-213,670 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 207,864

Change-207,864 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 194,780

Change-194,780 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 182,674

Change-182,674 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 180,561

Change-180,561 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 177,008

Change-177,008 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 172,704

Change-172,704 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 127,919

Change-127,919 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 118,023

Change-118,023 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 114,764

Change-114,764 (-100%)

Value—

UBS Group AG

N/A

Shares— from 103,306

Change-103,306 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 83,838

Change-83,838 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 78,691

Change-78,691 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 62,038

Change-62,038 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 59,404

Change-59,404 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 51,231

Change-51,231 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 47,023

Change-47,023 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 46,244

Change-46,244 (-100%)

Value—

Financial Advisors Network, Inc.

N/A

Shares— from 45,685

Change-45,685 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 45,572

Change-45,572 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 44,724

Change-44,724 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 44,101

Change-44,101 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 41,590

Change-41,590 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 38,952

Change-38,952 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 35,619

Change-35,619 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 35,079

Change-35,079 (-100%)

Value—

Manatuck Hill Partners, LLC

N/A

Shares— from 35,000

Change-35,000 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 32,470

Change-32,470 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 28,771

Change-28,771 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 24,848

Change-24,848 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 24,811

Change-24,811 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 24,578

Change-24,578 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 22,588

Change-22,588 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 22,576

Change-22,576 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 20,710

Change-20,710 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 19,368

Change-19,368 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 19,292

Change-19,292 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 18,105

Change-18,105 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,263

Change-16,263 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 15,766

Change-15,766 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 15,621

Change-15,621 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 15,611

Change-15,611 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,388

Change-15,388 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 13,884

Change-13,884 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 13,600

Change-13,600 (-100%)

Value—

Venturi Wealth Management, LLC

N/A

Shares— from 13,466

Change-13,466 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 13,209

Change-13,209 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 12,788

Change-12,788 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 12,564

Change-12,564 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 11,961

Change-11,961 (-100%)

Value—

Oxford Wealth Group, LLC

N/A

Shares— from 10,273

Change-10,273 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,661

Change-8,661 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 8,598

Change-8,598 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 8,450

Change-8,450 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 7,684

Change-7,684 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 7,040

Change-7,040 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,136

Change-6,136 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 5,952

Change-5,952 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 5,329

Change-5,329 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,780

Change-2,780 (-100%)

Value—

USA Financial Formulas

N/A

Shares— from 1,993

Change-1,993 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,400

Change-1,400 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,296

Change-1,296 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,110

Change-1,110 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 712

Change-712 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 600

Change-600 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 507

Change-507 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 218

Change-218 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 160

Change-160 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 82

Change-82 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 64

Change-64 (-100%)

Value—

	Status
Wasatch Advisors LP	DECREASED	668,731	691,360	-22,629	-3%	$16.0M	$21.5M	+$5.4M	2026-10-13
Thrivent Financial for Lutherans	INCREASED	660,489	605,027	+55,462	+9%	$14.0M	$21.2K	-$14.0M	2026-11-05
Geode Capital Management, LLC	INCREASED	536,510	531,559	+4,951	+1%	$12.3M	$17.2M	+$4.9M	2026-11-06
Dimensional Fund Advisors LP	DECREASED	444,179	449,562	-5,383	-1%	$10.4M	$14.3M	+$3.8M	2026-11-04
Ballast Asset Management, LP	DECREASED	305,516	315,770	-10,254	-3%	$7.3M	$9.8M	+$2.5M	2026-11-04
Choreo, LLC	INCREASED	276,533	272,726	+3,807	+1%	$6.3M	$8.9M	+$2.6M	2026-10-28
Isthmus Partners, LLC	INCREASED	150,545	137,375	+13,170	+10%	$3.2M	$4.8M	+$1.6M	2026-10-21
Bank of New York Mellon Corp	INCREASED	128,854	126,508	+2,346	+2%	$2.9M	$4.1M	+$1.2M	2026-11-05
Aberdeen Group plc	NEW	123,885	—	+123,885	—	—	$4.0M	—	2026-11-06
Pinnacle Associates LTD	INCREASED	106,430	105,832	+598	+1%	$2.5M	$3.4M	+$962.7K	2026-10-20
Russell Investments Group, Ltd.	INCREASED	105,158	42,430	+62,728	+148%	$984.8K	$3.4M	+$2.4M	2026-11-06
Chatham Capital Group, Inc.	INCREASED	95,575	92,855	+2,720	+3%	$2.2M	$3.1M	+$915.2K	2026-10-16
Verdence Capital Advisors LLC	DECREASED	76,303	76,566	-263	0%	$1.8M	$2.5M	+$674.1K	2026-10-26
Conestoga Capital Advisors, LLC	UNCHANGED	72,070	72,070	0	0%	$1.7M	$2.3M	+$642.5K	2026-11-02
LPL Financial LLC	INCREASED	62,929	56,800	+6,129	+11%	$1.3M	$2.0M	+$703.3K	2026-11-06
Albert D Mason Inc	INCREASED	62,848	62,315	+533	+1%	$1.4M	$2.0M	+$572.7K	2026-10-27
Peterson Wealth Services	INCREASED	42,723	41,573	+1,150	+3%	$964.9K	$1.4M	+$407.6K	2026-10-26
Pinnacle Wealth Management Advisory Group, LLC	DECREASED	19,267	20,043	-776	-4%	$465.2K	$619.0K	+$153.8K	2026-10-23
Lakewood Asset Management LLC	INCREASED	18,845	17,855	+990	+6%	$414.4K	$605.4K	+$191.0K	2026-10-26
Barclays PLC	INCREASED	16,662	13,668	+2,994	+22%	$317.2K	$535.3K	+$218.0K	2026-11-06
Flagship Harbor Advisors, LLC	INCREASED	14,783	12,792	+1,991	+16%	$296.9K	$474.9K	+$178.0K	2026-10-26
Deutsche Bank Ag\	DECREASED	14,553	16,624	-2,071	-12%	$385.8K	$467.6K	+$81.7K	2026-11-06
ZWJ Investment Counsel Inc	INCREASED	13,565	13,141	+424	+3%	$305.0K	$435.8K	+$130.8K	2026-10-15
Creative Planning	INCREASED	12,567	12,044	+523	+4%	$279.5K	$403.7K	+$124.2K	2026-11-02
Jacobi Capital Management LLC	UNCHANGED	12,414	12,414	0	0%	$288.1K	$398.8K	+$110.7K	2026-11-05
Citigroup Inc	DECREASED	11,482	14,321	-2,839	-20%	$332.4K	$368.9K	+$36.5K	2026-11-04
Fifth Third Bancorp	DECREASED	10,156	20,588	-10,432	-51%	$477.8K	$326.3K	-$151.6K	2026-11-05
Brady Martz Wealth Solutions, LLC	NEW	9,904	—	+9,904	—	—	$318.2K	—	2026-11-05
Seizert Capital Partners, LLC	DECREASED	9,460	10,103	-643	-6%	$234.5K	$303.9K	+$69.4K	2026-10-30
Schwartz Investment Counsel Inc	NEW	7,850	—	+7,850	—	—	$252.2K	—	2026-10-26
Strs Ohio	INCREASED	6,200	4,400	+1,800	+41%	$102.1K	$199.2K	+$97.1K	2026-10-30
Farther Finance Advisors, LLC	UNCHANGED	4,646	4,646	0	0%	$107.8K	$149.3K	+$41.4K	2026-10-08
IFP Advisors, Inc	DECREASED	3,932	4,614	-682	-15%	$107.1K	$126.3K	+$19.2K	2026-10-16
State of Wyoming	DECREASED	2,963	4,191	-1,228	-29%	$97.3K	$95.2K	-$2.1K	2026-10-28
Sterling Capital Management LLC	INCREASED	2,317	59	+2,258	+3827%	$1.4K	$74.4K	+$73.1K	2026-10-22
USA Financial Formulas	NEW	1,540	—	+1,540	—	—	$49.5K	—	2026-10-16
Costello Asset Management, Inc	UNCHANGED	1,200	1,200	0	0%	$27.9K	$38.6K	+$10.7K	2026-10-30
Catalyst Capital Advisors LLC	UNCHANGED	960	960	0	0%	$22.3K	$30.8K	+$8.6K	2026-11-02
State of Alaska, Department of Revenue	UNCHANGED	820	820	0	0%	$19.0K	$26	-$19.0K	2026-10-15
Cape Investment Advisory, Inc.	DECREASED	750	1,132	-382	-34%	$26.3K	$24.1K	-$2.2K	2026-10-13
Hilltop National Bank	DECREASED	650	1,300	-650	-50%	$30.2K	$20.9K	-$9.3K	2026-10-14
Signaturefd, LLC	DECREASED	416	736	-320	-43%	$17.1K	$13.4K	-$3.7K	2026-10-23
GGM Financial LLC	UNCHANGED	400	400	0	0%	$9.3K	$12.9K	+$3.6K	2026-11-05
Covestor Ltd	INCREASED	357	44	+313	+711%	$1	$11	+$10	2026-10-30
Harbor Capital Advisors, Inc.	INCREASED	304	157	+147	+94%	$4	$10	+$6	2026-10-22
SBI Securities Co., Ltd.	INCREASED	265	119	+146	+123%	$2.8K	$8.5K	+$5.8K	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	230	216	+14	+6%	$5.0K	$7.4K	+$2.4K	2026-11-06
Gamma Investing LLC	NEW	124	—	+124	—	—	$4.0K	—	2026-10-08
Parallel Advisors, LLC	INCREASED	82	5	+77	+1540%	$116	$2.6K	+$2.5K	2026-11-03
Nisa Investment Advisors, LLC	UNCHANGED	44	44	0	0%	$1.0K	$1.4K	+$393	2026-10-20
Allworth Financial LP	INCREASED	11	9	+2	+22%	$209	$250	+$41	2026-11-06
Caitong International Asset Management Co., Ltd	DECREASED	10	491	-481	-98%	$11.4K	$321	-$11.1K	2026-10-29
Hughes Financial Services, LLC	INCREASED	2	1	+1	+100%	$23	$84	+$61	2026-10-30
Herald Investment Management Ltd	CLOSED	0	221,836	-221,836	-100%	$5.1M	$0	-$5.1M	2026-10-05
Sierra Summit Advisors LLC	CLOSED	0	43,997	-43,997	-100%	$1.0M	$0	-$1.0M	2026-10-28
Bank of New Hampshire	CLOSED	0	240	-240	-100%	$5.6K	$0	-$5.6K	2026-10-06
BlackRock, Inc.	N/A	—	1,326,018	-1,326,018	-100%	$30.8M	—	—	—
Westwood Holdings Group Inc	N/A	—	1,129,342	-1,129,342	-100%	$26.2M	—	—	—
AltraVue Capital, LLC	N/A	—	939,774	-939,774	-100%	$21.8M	—	—	—
De Lisle Partners LLP	N/A	—	887,135	-887,135	-100%	$20.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	775,070	-775,070	-100%	$18.0M	—	—	—
Tieton Capital Management, LLC	N/A	—	687,131	-687,131	-100%	$15.9M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	551,910	-551,910	-100%	$12.8M	—	—	—
Renaissance Technologies LLC	N/A	—	471,140	-471,140	-100%	$10.9M	—	—	—
Royce & Associates LP	N/A	—	363,393	-363,393	-100%	$8.4M	—	—	—
State Street Corp	N/A	—	344,399	-344,399	-100%	$8.0M	—	—	—
SEI Investments Co	N/A	—	245,120	-245,120	-100%	$5.7M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	213,670	-213,670	-100%	$5.0M	—	—	—
Legato Capital Management LLC	N/A	—	207,864	-207,864	-100%	$4.8M	—	—	—
New York State Common Retirement Fund	N/A	—	194,780	-194,780	-100%	$4.5M	—	—	—
Northern Trust Corp	N/A	—	182,674	-182,674	-100%	$4.2M	—	—	—
Bard Associates Inc	N/A	—	180,561	-180,561	-100%	$4.2M	—	—	—
Kennedy Capital Management LLC	N/A	—	177,008	-177,008	-100%	$4.1M	—	—	—
Millennium Management LLC	N/A	—	172,704	-172,704	-100%	$4.0M	—	—	—
Citadel Advisors LLC	N/A	—	127,919	-127,919	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	118,023	-118,023	-100%	$2.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	114,764	-114,764	-100%	$2.7M	—	—	—
UBS Group AG	N/A	—	103,306	-103,306	-100%	$2.4M	—	—	—
Jupiter Topco LLC	N/A	—	83,838	-83,838	-100%	$1.9M	—	—	—
Janney Montgomery Scott LLC	N/A	—	78,691	-78,691	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	62,038	-62,038	-100%	$1.4M	—	—	—
Morgan Stanley	N/A	—	59,404	-59,404	-100%	$1.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	51,231	-51,231	-100%	$1.2M	—	—	—
Numerai GP LLC	N/A	—	47,023	-47,023	-100%	$1.1M	—	—	—
American Century Companies Inc	N/A	—	46,244	-46,244	-100%	$1.1M	—	—	—
Financial Advisors Network, Inc.	N/A	—	45,685	-45,685	-100%	$1.1M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	45,572	-45,572	-100%	$1.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	44,724	-44,724	-100%	$1.0M	—	—	—
Raymond James Financial Inc	N/A	—	44,101	-44,101	-100%	$1.0M	—	—	—
Marshall Wace, LLP	N/A	—	41,590	-41,590	-100%	$965.3K	—	—	—
XTX Topco Ltd	N/A	—	38,952	-38,952	-100%	$904.1K	—	—	—
Trexquant Investment LP	N/A	—	35,619	-35,619	-100%	$826.7K	—	—	—
Victory Capital Management Inc	N/A	—	35,079	-35,079	-100%	$814.2K	—	—	—
Manatuck Hill Partners, LLC	N/A	—	35,000	-35,000	-100%	$812.4K	—	—	—
Ancora Advisors LLCA	N/A	—	32,470	-32,470	-100%	$753.6K	—	—	—
Caprock Group, LLC	N/A	—	28,771	-28,771	-100%	$667.8K	—	—	—
Martingale Asset Management L P	N/A	—	24,848	-24,848	-100%	$576.7K	—	—	—
Nuveen, LLC	N/A	—	24,811	-24,811	-100%	$575.9K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	24,578	-24,578	-100%	$570.5K	—	—	—
Boothbay Fund Management, LLC	N/A	—	22,588	-22,588	-100%	$524.3K	—	—	—
AQR Capital Management LLC	N/A	—	22,576	-22,576	-100%	$524.0K	—	—	—
Flputnam Investment Management Co	N/A	—	20,710	-20,710	-100%	$480.7K	—	—	—
Brevan Howard Capital Management LP	N/A	—	19,368	-19,368	-100%	$449.5K	—	—	—
Rhumbline Advisers	N/A	—	19,292	-19,292	-100%	$447.8K	—	—	—
Bank of America Corp	N/A	—	18,105	-18,105	-100%	$420.2K	—	—	—
Wells Fargo & Company	N/A	—	16,263	-16,263	-100%	$377.5K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	15,766	-15,766	-100%	$365.9K	—	—	—
Invesco Ltd.	N/A	—	15,621	-15,621	-100%	$362.6K	—	—	—
Alliancebernstein L.P.	N/A	—	15,611	-15,611	-100%	$309.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,388	-15,388	-100%	$357.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	13,884	-13,884	-100%	$323.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	13,600	-13,600	-100%	$315.7K	—	—	—
Venturi Wealth Management, LLC	N/A	—	13,466	-13,466	-100%	$312.5K	—	—	—
Balyasny Asset Management L.P.	N/A	—	13,209	-13,209	-100%	$306.6K	—	—	—
Quantinno Capital Management LP	N/A	—	12,788	-12,788	-100%	$296.8K	—	—	—
Ameriprise Financial Inc	N/A	—	12,564	-12,564	-100%	$291.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	11,961	-11,961	-100%	$277.6K	—	—	—
Oxford Wealth Group, LLC	N/A	—	10,273	-10,273	-100%	$238.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,661	-8,661	-100%	$201.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	8,598	-8,598	-100%	$199.6K	—	—	—
Aquatic Capital Management LLC	N/A	—	8,450	-8,450	-100%	$196.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	7,684	-7,684	-100%	$178.3K	—	—	—
JPMorgan Chase & Co	N/A	—	7,040	-7,040	-100%	$158.2K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,136	-6,136	-100%	$142.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	5,952	-5,952	-100%	$138.1K	—	—	—
Legal & General Group Plc	N/A	—	5,329	-5,329	-100%	$123.7K	—	—	—
FMR LLC	N/A	—	2,780	-2,780	-100%	$64.5K	—	—	—
USA Financial Formulas	N/A	—	1,993	-1,993	-100%	$46.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,400	-1,400	-100%	$32.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,296	-1,296	-100%	$30.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,110	-1,110	-100%	$25.8K	—	—	—
Smithfield Trust Co	N/A	—	712	-712	-100%	$16	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	600	-600	-100%	$13.9K	—	—	—
Royal Bank of Canada	N/A	—	507	-507	-100%	$12.0K	—	—	—
California State Teachers Retirement System	N/A	—	218	-218	-100%	$5.1K	—	—	—
BFC Planning, Inc.	N/A	—	160	-160	-100%	$3.7K	—	—	—
Arax Advisory Partners	N/A	—	82	-82	-100%	$1.9K	—	—	—
Optiver Holding B.V.	N/A	—	64	-64	-100%	$1.5K	—	—	—

Showing 138 of 138 institutions