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Weis Markets Inc (WMK)

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
Shares2,007,457 from 1,998,715
Change+8,742 (+0%)
Value$146.5M (-$10.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares281,829 from 269,835
Change+11,994 (+4%)
Value$20.6M (-$562.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares191,098 from 155,628
Change+35,470 (+23%)
Value$13.9M (+$1.8M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares54,597 from 9,862
Change+44,735 (+454%)
Value$4.0M (+$3.2M)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED
Shares47,148 from 45,059
Change+2,089 (+5%)
Value$3.4M (-$87.7K)
Filed 2026-10-19
SummerHaven Investment Management, LLC
INCREASED
Shares11,464 from 9,782
Change+1,682 (+17%)
Value$836.6K (+$70.6K)
Filed 2026-10-19
DekaBank Deutsche Girozentrale
INCREASED
Shares9,009 from 7,416
Change+1,593 (+21%)
Value$652 (+$148)
Filed 2026-10-27
Oppenheimer & Co Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$364.9K (-$26.7K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares4,055 from 2,352
Change+1,703 (+72%)
Value$295.9K (+$111.7K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares3,848 from 14,646
Change-10,798 (-74%)
Value$280.8K (-$866.1K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares3,645 from 3,462
Change+183 (+5%)
Value$266.0K (-$5.1K)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares3,485 from 3,414
Change+71 (+2%)
Value$254.3K (-$13.0K)
Filed 2026-11-03
PFG Advisors
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$250.8K (-$18.3K)
Filed 2026-10-16
State of Alaska, Department of Revenue
INCREASED
Shares1,186 from 1,091
Change+95 (+9%)
Value$86 (-$84.9K)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares859 from 599
Change+260 (+43%)
Value$62.7K (+$15.8K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares509 from 461
Change+48 (+10%)
Value$37.1K (+$1.0K)
Filed 2026-10-08
Valley National Advisers Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$36.5K (-$2.7K)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares427 from 887
Change-460 (-52%)
Value$32 (-$70.0K)
Filed 2026-10-30
Versant Capital Management, Inc
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$28.5K (-$2.1K)
Filed 2026-10-02
Sterling Capital Management LLC
INCREASED
Shares325 from 257
Change+68 (+26%)
Value$23.7K (+$3.6K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares253 from 608
Change-355 (-58%)
Value$18.5K (-$29.1K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares223 from 241
Change-18 (-7%)
Value$16.3K (-$2.6K)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$13.4K (-$981)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
DECREASED
Shares155 from 162
Change-7 (-4%)
Value$11 (-$2)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares123 from 107
Change+16 (+15%)
Value$9.0K (+$590)
Filed 2026-10-08
Key FInancial Inc
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$8.5K (-$618)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares100 from 85
Change+15 (+18%)
Value$7.3K (+$642)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares99
Change+99
Value$7.2K
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$6.6K (-$480)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$4.3K (-$314)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares57 from 51
Change+6 (+12%)
Value$4.2K (+$166)
Filed 2026-11-04
Private Wealth Management Group, LLC
DECREASED
Shares56 from 57
Change-1 (-2%)
Value$4.1K (-$377)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares49 from 41
Change+8 (+20%)
Value$3.6K (+$366)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares28 from 34
Change-6 (-18%)
Value$2.0K (-$619)
Filed 2026-10-20
Avion Wealth
INCREASED
Shares22 from 15
Change+7 (+47%)
Value$1 ($0)
Filed 2026-11-04
Valued Wealth Advisors LLC
INCREASED
Shares20 from 19
Change+1 (+5%)
Value$1.5K (-$28)
Filed 2026-11-05
Essential Partners LLC
DECREASED
Shares12 from 27
Change-15 (-56%)
Value$876 (-$1.2K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares10 from 8
Change+2 (+25%)
Value$730 (+$104)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares8 from 37
Change-29 (-78%)
Value$584 (-$2.3K)
Filed 2026-11-05
Inspire Investing, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$457 (-$34)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares4 from 12
Change-8 (-67%)
Value$292 (-$648)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$292 (-$22)
Filed 2026-11-03
Hughes Financial Services, LLC
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$225 (-$88)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
NEW
Shares1
Change+1
Value$73
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$73 (-$6)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 18,700
Change-18,700 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 3,150
Change-3,150 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-13
State of Wyoming
CLOSED
Shares0 from 2,939
Change-2,939 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$479)
Filed 2026-11-02
BlackRock, Inc.
N/A
Shares— from 1,218,454
Change-1,218,454 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 846,751
Change-846,751 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 748,696
Change-748,696 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 564,623
Change-564,623 (-100%)
Value—
State Street Corp
N/A
Shares— from 408,303
Change-408,303 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 286,650
Change-286,650 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 276,844
Change-276,844 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 251,347
Change-251,347 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 238,480
Change-238,480 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 233,867
Change-233,867 (-100%)
Value—
UBS Group AG
N/A
Shares— from 213,315
Change-213,315 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 179,795
Change-179,795 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 179,715
Change-179,715 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 170,001
Change-170,001 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 153,568
Change-153,568 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 148,136
Change-148,136 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 145,095
Change-145,095 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 142,586
Change-142,586 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 136,332
Change-136,332 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 127,209
Change-127,209 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 114,511
Change-114,511 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 107,766
Change-107,766 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 105,011
Change-105,011 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 101,920
Change-101,920 (-100%)
Value—
Barclays PLC
N/A
Shares— from 99,908
Change-99,908 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 73,291
Change-73,291 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 72,122
Change-72,122 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 72,072
Change-72,072 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 66,956
Change-66,956 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 66,515
Change-66,515 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 55,686
Change-55,686 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 55,127
Change-55,127 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 53,170
Change-53,170 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 51,159
Change-51,159 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 49,824
Change-49,824 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 45,205
Change-45,205 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 42,613
Change-42,613 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 35,025
Change-35,025 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 32,117
Change-32,117 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,481
Change-31,481 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 29,928
Change-29,928 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 28,010
Change-28,010 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 27,316
Change-27,316 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 27,135
Change-27,135 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 25,743
Change-25,743 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 23,290
Change-23,290 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 21,700
Change-21,700 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,674
Change-20,674 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
Man Group plc
N/A
Shares— from 20,068
Change-20,068 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 20,011
Change-20,011 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 18,961
Change-18,961 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 17,375
Change-17,375 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 15,156
Change-15,156 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 14,834
Change-14,834 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 14,061
Change-14,061 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,794
Change-13,794 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,386
Change-13,386 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 12,707
Change-12,707 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,265
Change-12,265 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 12,094
Change-12,094 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,174
Change-11,174 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 8,453
Change-8,453 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,669
Change-7,669 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
Watershed Asset Management, L.L.C.
N/A
Shares— from 6,523
Change-6,523 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,692
Change-5,692 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,880
Change-4,880 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 4,569
Change-4,569 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 470
Change-470 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 395
Change-395 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 304
Change-304 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 200
Change-200 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 155
Change-155 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 120
Change-120 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Quarry LP
N/A
Shares— from 15
Change-15 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8
Change-8 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED2,007,4571,998,715+8,742+0%$156.5M$146.5M-$10.0M2026-11-04
Bank of New York Mellon Corp
INCREASED281,829269,835+11,994+4%$21.1M$20.6M-$562.9K2026-11-05
Creative Planning
INCREASED191,098155,628+35,470+23%$12.2M$13.9M+$1.8M2026-11-02
Citigroup Inc
INCREASED54,5979,862+44,735+454%$772.3K$4.0M+$3.2M2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED47,14845,059+2,089+5%$3.5M$3.4M-$87.7K2026-10-19
SummerHaven Investment Management, LLC
INCREASED11,4649,782+1,682+17%$766.0K$836.6K+$70.6K2026-10-19
DekaBank Deutsche Girozentrale
INCREASED9,0097,416+1,593+21%$504$652+$1482026-10-27
Oppenheimer & Co Inc
UNCHANGED5,0005,00000%$391.6K$364.9K-$26.7K2026-10-26
Signaturefd, LLC
INCREASED4,0552,352+1,703+72%$184.2K$295.9K+$111.7K2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED3,84814,646-10,798-74%$1.1M$280.8K-$866.1K2026-10-16
Parallel Advisors, LLC
INCREASED3,6453,462+183+5%$271.1K$266.0K-$5.1K2026-11-03
Arizona State Retirement System
INCREASED3,4853,414+71+2%$267.4K$254.3K-$13.0K2026-11-03
PFG Advisors
UNCHANGED3,4363,43600%$269.1K$250.8K-$18.3K2026-10-16
State of Alaska, Department of Revenue
INCREASED1,1861,091+95+9%$85.0K$86-$84.9K2026-10-15
Nisa Investment Advisors, LLC
INCREASED859599+260+43%$46.9K$62.7K+$15.8K2026-10-20
Gamma Investing LLC
INCREASED509461+48+10%$36.1K$37.1K+$1.0K2026-10-08
Valley National Advisers Inc
UNCHANGED50050000%$39.2K$36.5K-$2.7K2026-10-23
Covestor Ltd
DECREASED427887-460-52%$70.0K$32-$70.0K2026-10-30
Versant Capital Management, Inc
UNCHANGED39139100%$30.6K$28.5K-$2.1K2026-10-02
Sterling Capital Management LLC
INCREASED325257+68+26%$20.1K$23.7K+$3.6K2026-10-22
US Bancorp \de\
DECREASED253608-355-58%$47.6K$18.5K-$29.1K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED223241-18-7%$18.9K$16.3K-$2.6K2026-11-04
SBI Securities Co., Ltd.
UNCHANGED18418400%$14.4K$13.4K-$9812026-10-22
Harbor Capital Advisors, Inc.
DECREASED155162-7-4%$13$11-$22026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED14314300%$11$10-$12026-11-04
Farther Finance Advisors, LLC
INCREASED123107+16+15%$8.4K$9.0K+$5902026-10-08
Key FInancial Inc
UNCHANGED11611600%$9.1K$8.5K-$6182026-11-02
Fortitude Family Office, LLC
INCREASED10085+15+18%$6.7K$7.3K+$6422026-10-14
Root Financial Partners, LLC
NEW99—+99——$7.2K—2026-10-21
First Horizon Corp
UNCHANGED909000%$7.0K$6.6K-$4802026-10-26
Fifth Third Bancorp
UNCHANGED595900%$4.6K$4.3K-$3142026-11-05
Bare Financial Services, Inc
INCREASED5751+6+12%$4.0K$4.2K+$1662026-11-04
Private Wealth Management Group, LLC
DECREASED5657-1-2%$4.5K$4.1K-$3772026-10-19
SJS Investment Consulting Inc.
INCREASED4941+8+20%$3.2K$3.6K+$3662026-10-26
Physician Wealth Advisors, Inc.
DECREASED2834-6-18%$2.7K$2.0K-$6192026-10-20
Avion Wealth
INCREASED2215+7+47%$1$1$02026-11-04
Valued Wealth Advisors LLC
INCREASED2019+1+5%$1.5K$1.5K-$282026-11-05
Essential Partners LLC
DECREASED1227-15-56%$2.1K$876-$1.2K2026-10-14
TD Private Client Wealth LLC
INCREASED108+2+25%$626$730+$1042026-10-28
Larson Financial Group LLC
DECREASED837-29-78%$2.9K$584-$2.3K2026-11-05
Inspire Investing, LLC
UNCHANGED6600%$491$457-$342026-10-22
IFP Advisors, Inc
DECREASED412-8-67%$940$292-$6482026-10-16
JFS Wealth Advisors, LLC
UNCHANGED4400%$314$292-$222026-11-03
Hughes Financial Services, LLC
DECREASED34-1-25%$313$225-$882026-10-30
Silver Grove Financial Group, Inc.
NEW1—+1——$73—2026-11-05
TFC Financial Management, Inc.
UNCHANGED1100%$79$73-$62026-10-26
Jefferies Financial Group Inc.
CLOSED018,700-18,700-100%$1.5M$0-$1.5M2026-11-05
Wealth Enhancement Advisory Services, LLC
CLOSED03,150-3,150-100%$251.2K$0-$251.2K2026-10-13
State of Wyoming
CLOSED02,939-2,939-100%$230.2K$0-$230.2K2026-10-28
Cornerstone Planning Group LLC
CLOSED023-23-100%$1.8K$0-$1.8K2026-10-16
International Assets Investment Management, LLC
CLOSED06-6-100%$479$0-$4792026-11-02
BlackRock, Inc.
N/A—1,218,454-1,218,454-100%$95.4M———
Vanguard Portfolio Management LLC
N/A—846,751-846,751-100%$66.3M———
American Century Companies Inc
N/A—748,696-748,696-100%$58.6M———
Vanguard Capital Management LLC
N/A—564,623-564,623-100%$44.2M———
State Street Corp
N/A—408,303-408,303-100%$32.0M———
Geode Capital Management, LLC
N/A—286,650-286,650-100%$22.5M———
Two Sigma Investments, LP
N/A—276,844-276,844-100%$21.7M———
Allianz Asset Management GmbH
N/A—251,347-251,347-100%$19.7M———
Charles Schwab Investment Management Inc
N/A—238,480-238,480-100%$18.7M———
Qube Research & Technologies Ltd
N/A—233,867-233,867-100%$18.3M———
UBS Group AG
N/A—213,315-213,315-100%$16.7M———
Arrowstreet Capital, Limited Partnership
N/A—179,795-179,795-100%$14.1M———
Goldman Sachs Group Inc
N/A—179,715-179,715-100%$14.1M———
Millennium Management LLC
N/A—170,001-170,001-100%$13.3M———
Citadel Advisors LLC
N/A—153,568-153,568-100%$12.0M———
Renaissance Technologies LLC
N/A—148,136-148,136-100%$11.6M———
Morgan Stanley
N/A—145,095-145,095-100%$11.4M———
Bridgeway Capital Management, LLC
N/A—142,586-142,586-100%$11.2M———
D. E. Shaw & Co., Inc.
N/A—136,332-136,332-100%$10.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—127,209-127,209-100%$10.0M———
Northern Trust Corp
N/A—114,511-114,511-100%$9.0M———
Jane Street Group, LLC
N/A—107,766-107,766-100%$8.4M———
Empowered Funds, LLC
N/A—105,011-105,011-100%$8.2M———
Tudor Investment Corp ET AL
N/A—101,920-101,920-100%$8.0M———
Barclays PLC
N/A—99,908-99,908-100%$7.8M———
Nuveen, LLC
N/A—73,291-73,291-100%$5.7M———
Invesco Ltd.
N/A—72,122-72,122-100%$5.6M———
First Trust Advisors LP
N/A—72,072-72,072-100%$5.6M———
Vanguard Fiduciary Trust Co
N/A—66,956-66,956-100%$5.2M———
AQR Capital Management LLC
N/A—66,515-66,515-100%$5.2M———
Numerai GP LLC
N/A—55,686-55,686-100%$4.4M———
Bank of America Corp
N/A—55,127-55,127-100%$4.3M———
Vestcor Inc
N/A—53,170-53,170-100%$4.2M———
Integrated Wealth Concepts LLC
N/A—51,159-51,159-100%$4.0M———
JPMorgan Chase & Co
N/A—49,824-49,824-100%$4.0M———
BNP Paribas Financial Markets
N/A—45,205-45,205-100%$3.5M———
Dark Forest Capital Management LP
N/A—42,613-42,613-100%$3.3M———
Landscape Capital Management, L.L.C.
N/A—35,025-35,025-100%$2.7M———
Vanguard Global Advisers, LLC
N/A—32,117-32,117-100%$2.5M———
Quantinno Capital Management LP
N/A—31,481-31,481-100%$2.5M———
Martin & Co Inc
N/A—29,928-29,928-100%$2.3M———
HRT Financial LP
N/A—28,010-28,010-100%$2.2M———
Martingale Asset Management L P
N/A—27,316-27,316-100%$2.1M———
Point72 Asset Management, L.P.
N/A—27,135-27,135-100%$2.1M———
Edgestream Partners, L.P.
N/A—25,743-25,743-100%$2.0M———
Swiss National Bank
N/A—24,900-24,900-100%$1.9M———
XTX Topco Ltd
N/A—23,485-23,485-100%$1.8M———
Susquehanna Portfolio Strategies, LLC
N/A—23,290-23,290-100%$1.8M———
PDT Partners, LLC
N/A—21,700-21,700-100%$1.7M———
Rhumbline Advisers
N/A—20,674-20,674-100%$1.6M———
UBS Asset Management Americas LLC
N/A—20,359-20,359-100%$1.6M———
Man Group plc
N/A—20,068-20,068-100%$1.6M———
M&T Bank Corp
N/A—20,011-20,011-100%$1.6M———
Russell Investments Group, Ltd.
N/A—18,961-18,961-100%$1.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—17,814-17,814-100%$1.4M———
Squarepoint Ops LLC
N/A—17,432-17,432-100%$1.4M———
HSBC Holdings PLC
N/A—17,375-17,375-100%$1.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—16,440-16,440-100%$1.3M———
Engineers Gate Manager LP
N/A—16,138-16,138-100%$1.3M———
Alliancebernstein L.P.
N/A—15,156-15,156-100%$1.0M———
ExodusPoint Capital Management, LP
N/A—14,834-14,834-100%$1.2M———
Balyasny Asset Management L.P.
N/A—14,061-14,061-100%$1.1M———
Prudential Financial Inc
N/A—13,794-13,794-100%$1.1M———
California State Teachers Retirement System
N/A—13,705-13,705-100%$1.1M———
SG Americas Securities, LLC
N/A—13,386-13,386-100%$1.0M———
Deutsche Bank Ag\
N/A—12,707-12,707-100%$995.1K———
Susquehanna International Group, LLP
N/A—12,265-12,265-100%$960.5K———
Trexquant Investment LP
N/A—12,094-12,094-100%$947.1K———
GSA Capital Partners LLP
N/A—11,438-11,438-100%$896.0K———
Vanguard Asset Management, Ltd
N/A—11,373-11,373-100%$890.6K———
Wells Fargo & Company
N/A—11,174-11,174-100%$875.1K———
Quadrature Capital Ltd
N/A—10,393-10,393-100%$813.9K———
Price T Rowe Associates Inc
N/A—10,183-10,183-100%$798.0K———
Legal & General Group Plc
N/A—9,706-9,706-100%$760.1K———
Quantbot Technologies LP
N/A—9,309-9,309-100%$729.0K———
Teacher Retirement System of Texas
N/A—8,625-8,625-100%$675.4K———
Great Lakes Advisors, LLC
N/A—8,453-8,453-100%$662.0K———
Aquatic Capital Management LLC
N/A—8,194-8,194-100%$641.7K———
Jump Financial, LLC
N/A—8,100-8,100-100%$634.3K———
Royal Bank of Canada
N/A—8,091-8,091-100%$634.0K———
Vanguard Personalized Indexing Management, LLC
N/A—7,669-7,669-100%$600.6K———
MetLife Investment Management, LLC
N/A—7,541-7,541-100%$590.5K———
PNC Financial Services Group, Inc.
N/A—7,147-7,147-100%$559.7K———
Money Concepts Capital Corp
N/A—7,119-7,119-100%$557.5K———
Jain Global LLC
N/A—6,963-6,963-100%$545.3K———
Watershed Asset Management, L.L.C.
N/A—6,523-6,523-100%$510.8K———
Diversified Trust Co
N/A—6,050-6,050-100%$473.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,752-5,752-100%$450.4K———
Schonfeld Strategic Advisors LLC
N/A—5,692-5,692-100%$445.7K———
Manufacturers Life Insurance Company, the
N/A—5,608-5,608-100%$439.2K———
Cerity Partners LLC
N/A—5,420-5,420-100%$424.5K———
DRW Securities, LLC
N/A—5,149-5,149-100%$403.2K———
New York State Common Retirement Fund
N/A—5,139-5,139-100%$402.4K———
Canada Pension Plan Investment Board
N/A—4,900-4,900-100%$383.7K———
Mercer Global Advisors Inc
N/A—4,880-4,880-100%$382.2K———
O'shaughnessy Asset Management, LLC
N/A—4,780-4,780-100%$374.3K———
Virtus Advisers, LLC
N/A—4,569-4,569-100%$357.8K———
Ballentine Partners, LLC
N/A—4,546-4,546-100%$356.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,441-4,441-100%$347.8K———
FMR LLC
N/A—4,349-4,349-100%$340.6K———
Virtu Financial LLC
N/A—4,334-4,334-100%$339.0K———
Magnetar Financial LLC
N/A—4,167-4,167-100%$326.3K———
Rafferty Asset Management, LLC
N/A—4,147-4,147-100%$324.8K———
Jupiter Topco LLC
N/A—4,018-4,018-100%$314.9K———
Vanguard Investments Australia, Ltd.
N/A—3,839-3,839-100%$300.6K———
Tower Research Capital LLC (TRC)
N/A—3,738-3,738-100%$292.7K———
Police & Firemen's Retirement System of New Jersey
N/A—3,502-3,502-100%$274.2K———
Aigen Investment Management, LP
N/A—3,357-3,357-100%$262.9K———
Brevan Howard Capital Management LP
N/A—3,139-3,139-100%$245.8K———
Algert Global LLC
N/A—3,120-3,120-100%$244.3K———
Blueshift Asset Management, LLC
N/A—2,964-2,964-100%$232.1K———
Mangrove Partners IM, LLC
N/A—2,949-2,949-100%$230.9K———
SageView Advisory Group, LLC
N/A—2,837-2,837-100%$222.2K———
Bank of Montreal
N/A—2,829-2,829-100%$221.5K———
KLP Kapitalforvaltning AS
N/A—2,800-2,800-100%$219.3K———
Intech Investment Management LLC
N/A—2,682-2,682-100%$210.0K———
JMN Financial LLC
N/A—2,591-2,591-100%$202.9K———
Voya Investment Management LLC
N/A—2,585-2,585-100%$202.4K———
Inceptionr LLC
N/A—2,564-2,564-100%$200.8K———
Canada Life Assurance Co
N/A—1,994-1,994-100%$156.0K———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,782-1,782-100%$139.5K———
Ensign Peak Advisors, Inc
N/A—1,600-1,600-100%$125.3K———
Osaic Holdings, Inc.
N/A—1,412-1,412-100%$110.6K———
Ameritas Investment Partners, Inc.
N/A—1,114-1,114-100%$87.2K———
Public Employees Retirement System of Ohio
N/A—1,063-1,063-100%$83.2K———
Rockefeller Capital Management L.P.
N/A—470-470-100%$36.8K———
Arax Advisory Partners
N/A—395-395-100%$30.9K———
WealthCollab, LLC
N/A—311-311-100%$24.4K———
Jones Financial Companies Lllp
N/A—304-304-100%$24.3K———
Smartleaf Asset Management LLC
N/A—209-209-100%$16.5K———
Nomura Asset Management Co LTD
N/A—200-200-100%$15.7K———
Aster Capital Management (Difc) Ltd
N/A—155-155-100%$12.1K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—140-140-100%$11.0K———
Allworth Financial LP
N/A—120-120-100%$9.4K———
Global Retirement Partners, LLC
N/A—88-88-100%$6.9K———
Federated Hermes, Inc.
N/A—69-69-100%$5.4K———
Rothschild Investment LLC
N/A—67-67-100%$5.2K———
Optiver Holding B.V.
N/A—46-46-100%$3.6K———
Basecamp Wealth Advisors LLC
N/A—32-32-100%$2.5K———
Raffa Wealth Management, LLC
N/A—23-23-100%$1.8K———
JPL Wealth Management, LLC
N/A—20-20-100%$1.6K———
Cornerstone Financial Management LLC
N/A—17-17-100%$1.3K———
Rialto Wealth Management, LLC
N/A—16-16-100%$1.3K———
Quarry LP
N/A—15-15-100%$1.2K———
Harbour Investments, Inc.
N/A—11-11-100%$861———
Keating Financial Advisory Services, Inc.
N/A—9-9-100%$705———
Fiduciary Financial Advisors
N/A—8-8-100%$548———
Transamerica Financial Advisors, LLC
N/A—6-6-100%$469———
Bogart Wealth, LLC
N/A—6-6-100%$470———
Investors Portfolio Services LLC
N/A—4-4-100%$313———
Clearstead Advisors, LLC
N/A—2-2-100%$158———
Showing 202 of 202 institutions