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Whitestone REIT (WSR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
INCREASED
Shares1,432 from 1,407
Change+25 (+2%)
Value$27.2K (+$474)
Filed 2026-11-06
IFP Advisors, Inc
DECREASED
Shares21 from 27
Change-6 (-22%)
Value$399 (-$113)
Filed 2026-10-16
Geode Capital Management, LLC
CLOSED
Shares0 from 1,419,392
Change-1,419,392 (-100%)
Value$0 (-$26.9M)
Filed 2026-11-06
First Trust Capital Management L.P.
CLOSED
Shares0 from 1,085,310
Change-1,085,310 (-100%)
Value$0 (-$20.6M)
Filed 2026-11-06
Dimensional Fund Advisors LP
CLOSED
Shares0 from 648,901
Change-648,901 (-100%)
Value$0 (-$12.3M)
Filed 2026-11-04
Bank of New York Mellon Corp
CLOSED
Shares0 from 416,238
Change-416,238 (-100%)
Value$0 (-$7.9M)
Filed 2026-11-05
Transmarket Holdings LP
CLOSED
Shares0 from 245,178
Change-245,178 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-27
Principal Financial Group Inc
CLOSED
Shares0 from 218,601
Change-218,601 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-02
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 149,527
Change-149,527 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-28
ABC Arbitrage SA
CLOSED
Shares0 from 95,817
Change-95,817 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-23
Kestra Advisory Services, LLC
CLOSED
Shares0 from 78,600
Change-78,600 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
New York State Teachers Retirement System
CLOSED
Shares0 from 65,034
Change-65,034 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
Larson Financial Group LLC
CLOSED
Shares0 from 64,440
Change-64,440 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Asset Management One Co., Ltd.
CLOSED
Shares0 from 63,051
Change-63,051 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 59,133
Change-59,133 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Russell Investments Group, Ltd.
CLOSED
Shares0 from 55,160
Change-55,160 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 53,388
Change-53,388 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-29
Deutsche Bank Ag\
CLOSED
Shares0 from 47,363
Change-47,363 (-100%)
Value$0 (-$898.0K)
Filed 2026-11-06
Citigroup Inc
CLOSED
Shares0 from 41,883
Change-41,883 (-100%)
Value$0 (-$794.1K)
Filed 2026-11-04
State of Alaska, Department of Revenue
CLOSED
Shares0 from 40,234
Change-40,234 (-100%)
Value$0 (-$711.1K)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED
Shares0 from 40,033
Change-40,033 (-100%)
Value$0 (-$759.0K)
Filed 2026-11-05
Thrivent Financial for Lutherans
CLOSED
Shares0 from 37,111
Change-37,111 (-100%)
Value$0 (-$704.0K)
Filed 2026-11-05
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 24,146
Change-24,146 (-100%)
Value$0 (-$457.8K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 21,646
Change-21,646 (-100%)
Value$0 (-$410.4K)
Filed 2026-10-27
Louisiana State Employees Retirement System
CLOSED
Shares0 from 19,800
Change-19,800 (-100%)
Value$0 (-$375.4K)
Filed 2026-10-20
Ridgewood Investments LLC
CLOSED
Shares0 from 18,000
Change-18,000 (-100%)
Value$0 (-$341.3K)
Filed 2026-10-05
Daiwa Securities Group Inc.
CLOSED
Shares0 from 17,541
Change-17,541 (-100%)
Value$0 (-$332.6K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 16,376
Change-16,376 (-100%)
Value$0 (-$310.5K)
Filed 2026-10-20
Doliver Advisors, LP
CLOSED
Shares0 from 15,400
Change-15,400 (-100%)
Value$0 (-$292.0K)
Filed 2026-10-01
Creative Planning
CLOSED
Shares0 from 13,980
Change-13,980 (-100%)
Value$0 (-$265.1K)
Filed 2026-11-02
Pinnacle Associates LTD
CLOSED
Shares0 from 13,187
Change-13,187 (-100%)
Value$0 (-$250.0K)
Filed 2026-10-20
Barclays PLC
CLOSED
Shares0 from 13,130
Change-13,130 (-100%)
Value$0 (-$248.9K)
Filed 2026-11-06
Amalgamated Bank
CLOSED
Shares0 from 12,187
Change-12,187 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED
Shares0 from 12,068
Change-12,068 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-20
Arizona State Retirement System
CLOSED
Shares0 from 12,053
Change-12,053 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-03
LPL Financial LLC
CLOSED
Shares0 from 11,625
Change-11,625 (-100%)
Value$0 (-$220.4K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
CLOSED
Shares0 from 11,459
Change-11,459 (-100%)
Value$0 (-$217.3K)
Filed 2026-11-03
Yousif Capital Management, LLC
CLOSED
Shares0 from 11,184
Change-11,184 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-22
Ignite Planners, LLC
CLOSED
Shares0 from 10,683
Change-10,683 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-14
Oregon Public Employees Retirement Fund
CLOSED
Shares0 from 10,200
Change-10,200 (-100%)
Value$0 (-$193.4K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
CLOSED
Shares0 from 9,010
Change-9,010 (-100%)
Value$0 (-$171.0K)
Filed 2026-11-06
Strs Ohio
CLOSED
Shares0 from 8,200
Change-8,200 (-100%)
Value$0 (-$155.5K)
Filed 2026-10-30
US Bancorp \de\
CLOSED
Shares0 from 7,164
Change-7,164 (-100%)
Value$0 (-$135.8K)
Filed 2026-11-05
Gamma Investing LLC
CLOSED
Shares0 from 6,486
Change-6,486 (-100%)
Value$0 (-$123.0K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 5,850
Change-5,850 (-100%)
Value$0 (-$110.9K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 3,556
Change-3,556 (-100%)
Value$0 (-$67.4K)
Filed 2026-11-06
KBC Group NV
CLOSED
Shares0 from 2,028
Change-2,028 (-100%)
Value$0 (-$38)
Filed 2026-10-22
Manchester Capital Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$37.9K)
Filed 2026-10-22
Chilton Capital Management LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$21.1K)
Filed 2026-10-05
Grove Bank & Trust
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$19.0K)
Filed 2026-10-08
Wolverine Asset Management LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$18.1K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-22
Salomon & Ludwin, LLC
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-29
Versant Capital Management, Inc
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$12.4K)
Filed 2026-10-02
Assetmark, Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$11.4K)
Filed 2026-10-21
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-26
Signaturefd, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-22
Fifth Third Bancorp
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-08
Wolff Wiese Magana LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-03
Parallel Advisors, LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-03
Covestor Ltd
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2)
Filed 2026-10-30
Parkside Financial Bank & Trust
CLOSED
Shares0 from 90
Change-90 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-27
UMB Bank, n.a.
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$873)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$739)
Filed 2026-10-15
Essential Partners LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$720)
Filed 2026-10-14
Bare Financial Services, Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$683)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$626)
Filed 2026-10-29
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$569)
Filed 2026-10-22
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$228)
Filed 2026-10-09
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$152)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-06
Zions Bancorporation, National Association
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$114)
Filed 2026-11-06
Davis Capital Management
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$57)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$45)
Filed 2026-10-15
Fortitude Family Office, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$38)
Filed 2026-10-14
Hughes Financial Services, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$38)
Filed 2026-10-30
Clearstead Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$38)
Filed 2026-11-06
Triumph Capital Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$19)
Filed 2026-10-14
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$19)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 8,272,745
Change-8,272,745 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 3,050,205
Change-3,050,205 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 2,875,464
Change-2,875,464 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,116,495
Change-2,116,495 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,941,309
Change-1,941,309 (-100%)
Value—
Glazer Capital, LLC
N/A
Shares— from 1,883,574
Change-1,883,574 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 1,227,709
Change-1,227,709 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 899,685
Change-899,685 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 769,812
Change-769,812 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 697,240
Change-697,240 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 682,965
Change-682,965 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 641,319
Change-641,319 (-100%)
Value—
Alpine Associates Management Inc.
N/A
Shares— from 639,008
Change-639,008 (-100%)
Value—
FMR LLC
N/A
Shares— from 587,118
Change-587,118 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 575,211
Change-575,211 (-100%)
Value—
FIL Ltd
N/A
Shares— from 498,521
Change-498,521 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 450,663
Change-450,663 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 409,155
Change-409,155 (-100%)
Value—
Irenic Capital Management LPA
N/A
Shares— from 408,245
Change-408,245 (-100%)
Value—
AQR Arbitrage LLC
N/A
Shares— from 380,455
Change-380,455 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 373,951
Change-373,951 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 365,715
Change-365,715 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 355,674
Change-355,674 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 337,318
Change-337,318 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 300,617
Change-300,617 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 285,126
Change-285,126 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 221,186
Change-221,186 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 219,890
Change-219,890 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 216,581
Change-216,581 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 210,524
Change-210,524 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 208,831
Change-208,831 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 192,807
Change-192,807 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 182,065
Change-182,065 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 158,558
Change-158,558 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 155,364
Change-155,364 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 117,895
Change-117,895 (-100%)
Value—
Emmett Investment Management, LP
N/A
Shares— from 117,689
Change-117,689 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 115,842
Change-115,842 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 114,881
Change-114,881 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 111,228
Change-111,228 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 109,926
Change-109,926 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 105,833
Change-105,833 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 104,079
Change-104,079 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 102,319
Change-102,319 (-100%)
Value—
UBS Group AG
N/A
Shares— from 89,990
Change-89,990 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 87,710
Change-87,710 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 87,700
Change-87,700 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 80,584
Change-80,584 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 72,200
Change-72,200 (-100%)
Value—
Varcov Co.
N/A
Shares— from 71,843
Change-71,843 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 66,593
Change-66,593 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 64,216
Change-64,216 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 60,100
Change-60,100 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 55,151
Change-55,151 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 53,382
Change-53,382 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 52,382
Change-52,382 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 52,024
Change-52,024 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 51,844
Change-51,844 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 49,875
Change-49,875 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 47,175
Change-47,175 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 46,013
Change-46,013 (-100%)
Value—
Stephens Inc
N/A
Shares— from 45,728
Change-45,728 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 44,217
Change-44,217 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 40,293
Change-40,293 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,442
Change-39,442 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 38,919
Change-38,919 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,801
Change-38,801 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 37,086
Change-37,086 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 34,098
Change-34,098 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 32,100
Change-32,100 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 31,044
Change-31,044 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 28,415
Change-28,415 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,279
Change-26,279 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,100
Change-26,100 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 21,296
Change-21,296 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,764
Change-20,764 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 19,815
Change-19,815 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,778
Change-19,778 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 19,676
Change-19,676 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 19,344
Change-19,344 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 18,710
Change-18,710 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 17,573
Change-17,573 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,567
Change-17,567 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 17,207
Change-17,207 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,486
Change-15,486 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 13,377
Change-13,377 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,206
Change-13,206 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 12,164
Change-12,164 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,070
Change-11,070 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 10,846
Change-10,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,304
Change-10,304 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 974
Change-974 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 369
Change-369 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 303
Change-303 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 141
Change-141 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 139
Change-139 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Quarry LP
N/A
Shares— from 71
Change-71 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 18
Change-18 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Allworth Financial LP
INCREASED1,4321,407+25+2%$26.7K$27.2K+$4742026-11-06
IFP Advisors, Inc
DECREASED2127-6-22%$512$399-$1132026-10-16
Geode Capital Management, LLC
CLOSED01,419,392-1,419,392-100%$26.9M$0-$26.9M2026-11-06
First Trust Capital Management L.P.
CLOSED01,085,310-1,085,310-100%$20.6M$0-$20.6M2026-11-06
Dimensional Fund Advisors LP
CLOSED0648,901-648,901-100%$12.3M$0-$12.3M2026-11-04
Bank of New York Mellon Corp
CLOSED0416,238-416,238-100%$7.9M$0-$7.9M2026-11-05
Transmarket Holdings LP
CLOSED0245,178-245,178-100%$4.6M$0-$4.6M2026-10-27
Principal Financial Group Inc
CLOSED0218,601-218,601-100%$4.1M$0-$4.1M2026-11-02
Exchange Traded Concepts, LLC
CLOSED0149,527-149,527-100%$2.8M$0-$2.8M2026-10-28
ABC Arbitrage SA
CLOSED095,817-95,817-100%$1.8M$0-$1.8M2026-10-23
Kestra Advisory Services, LLC
CLOSED078,600-78,600-100%$1.5M$0-$1.5M2026-11-02
New York State Teachers Retirement System
CLOSED065,034-65,034-100%$1.2M$0-$1.2M2026-10-22
Larson Financial Group LLC
CLOSED064,440-64,440-100%$1.2M$0-$1.2M2026-11-05
Asset Management One Co., Ltd.
CLOSED063,051-63,051-100%$1.2M$0-$1.2M2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED059,133-59,133-100%$1.1M$0-$1.1M2026-10-16
Russell Investments Group, Ltd.
CLOSED055,160-55,160-100%$1.0M$0-$1.0M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
CLOSED053,388-53,388-100%$1.0M$0-$1.0M2026-10-29
Deutsche Bank Ag\
CLOSED047,363-47,363-100%$898.0K$0-$898.0K2026-11-06
Citigroup Inc
CLOSED041,883-41,883-100%$794.1K$0-$794.1K2026-11-04
State of Alaska, Department of Revenue
CLOSED040,234-40,234-100%$711.1K$0-$711.1K2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
CLOSED040,033-40,033-100%$759.0K$0-$759.0K2026-11-05
Thrivent Financial for Lutherans
CLOSED037,111-37,111-100%$704.0K$0-$704.0K2026-11-05
Illinois Municipal Retirement Fund
CLOSED024,146-24,146-100%$457.8K$0-$457.8K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED021,646-21,646-100%$410.4K$0-$410.4K2026-10-27
Louisiana State Employees Retirement System
CLOSED019,800-19,800-100%$375.4K$0-$375.4K2026-10-20
Ridgewood Investments LLC
CLOSED018,000-18,000-100%$341.3K$0-$341.3K2026-10-05
Daiwa Securities Group Inc.
CLOSED017,541-17,541-100%$332.6K$0-$332.6K2026-10-29
Nisa Investment Advisors, LLC
CLOSED016,376-16,376-100%$310.5K$0-$310.5K2026-10-20
Doliver Advisors, LP
CLOSED015,400-15,400-100%$292.0K$0-$292.0K2026-10-01
Creative Planning
CLOSED013,980-13,980-100%$265.1K$0-$265.1K2026-11-02
Pinnacle Associates LTD
CLOSED013,187-13,187-100%$250.0K$0-$250.0K2026-10-20
Barclays PLC
CLOSED013,130-13,130-100%$248.9K$0-$248.9K2026-11-06
Amalgamated Bank
CLOSED012,187-12,187-100%$231.0K$0-$231.0K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED012,068-12,068-100%$228.8K$0-$228.8K2026-10-20
Arizona State Retirement System
CLOSED012,053-12,053-100%$228.5K$0-$228.5K2026-11-03
LPL Financial LLC
CLOSED011,625-11,625-100%$220.4K$0-$220.4K2026-11-06
Swiss Life Asset Management Ltd
CLOSED011,459-11,459-100%$217.3K$0-$217.3K2026-11-03
Yousif Capital Management, LLC
CLOSED011,184-11,184-100%$212.0K$0-$212.0K2026-10-22
Ignite Planners, LLC
CLOSED010,683-10,683-100%$202.6K$0-$202.6K2026-10-14
Oregon Public Employees Retirement Fund
CLOSED010,200-10,200-100%$193.4K$0-$193.4K2026-10-30
Eurizon Capital SGR S.p.A.
CLOSED09,010-9,010-100%$171.0K$0-$171.0K2026-11-06
Strs Ohio
CLOSED08,200-8,200-100%$155.5K$0-$155.5K2026-10-30
US Bancorp \de\
CLOSED07,164-7,164-100%$135.8K$0-$135.8K2026-11-05
Gamma Investing LLC
CLOSED06,486-6,486-100%$123.0K$0-$123.0K2026-10-08
Pinnacle Wealth Planning Services, Inc.
CLOSED05,850-5,850-100%$110.9K$0-$110.9K2026-10-27
PNC Financial Services Group, Inc.
CLOSED03,556-3,556-100%$67.4K$0-$67.4K2026-11-06
KBC Group NV
CLOSED02,028-2,028-100%$38$0-$382026-10-22
Manchester Capital Management LLC
CLOSED02,000-2,000-100%$37.9K$0-$37.9K2026-10-22
Chilton Capital Management LLC
CLOSED01,297-1,297-100%$24.6K$0-$24.6K2026-10-28
MassMutual Private Wealth & Trust, FSB
CLOSED01,114-1,114-100%$21.1K$0-$21.1K2026-10-05
Grove Bank & Trust
CLOSED01,000-1,000-100%$19.0K$0-$19.0K2026-10-08
Wolverine Asset Management LLC
CLOSED0957-957-100%$18.1K$0-$18.1K2026-11-02
Sterling Capital Management LLC
CLOSED0936-936-100%$17.7K$0-$17.7K2026-10-22
Salomon & Ludwin, LLC
CLOSED0751-751-100%$14.2K$0-$14.2K2026-10-29
Versant Capital Management, Inc
CLOSED0654-654-100%$12.4K$0-$12.4K2026-10-02
Assetmark, Inc
CLOSED0600-600-100%$11.4K$0-$11.4K2026-10-21
GF Fund Management Co. Ltd.
CLOSED0587-587-100%$11.1K$0-$11.1K2026-10-26
Signaturefd, LLC
CLOSED0409-409-100%$7.8K$0-$7.8K2026-10-23
Harbor Capital Advisors, Inc.
CLOSED0367-367-100%$7.0K$0-$7.0K2026-10-22
Fifth Third Bancorp
CLOSED0339-339-100%$6.4K$0-$6.4K2026-11-05
Farther Finance Advisors, LLC
CLOSED0337-337-100%$6.4K$0-$6.4K2026-10-08
Wolff Wiese Magana LLC
CLOSED0300-300-100%$5.7K$0-$5.7K2026-10-15
EverSource Wealth Advisors, LLC
CLOSED0188-188-100%$3.6K$0-$3.6K2026-11-04
Mirae Asset Global Investments Co., Ltd.
CLOSED0180-180-100%$3.4K$0-$3.4K2026-11-03
Parallel Advisors, LLC
CLOSED0155-155-100%$2.9K$0-$2.9K2026-11-03
Covestor Ltd
CLOSED0122-122-100%$2$0-$22026-10-30
Parkside Financial Bank & Trust
CLOSED090-90-100%$1.7K$0-$1.7K2026-10-27
UMB Bank, n.a.
CLOSED076-76-100%$1.4K$0-$1.4K2026-11-06
Physician Wealth Advisors, Inc.
CLOSED065-65-100%$1.2K$0-$1.2K2026-10-20
International Assets Investment Management, LLC
CLOSED046-46-100%$873$0-$8732026-11-02
Cedar Mountain Advisors, LLC
CLOSED039-39-100%$739$0-$7392026-10-15
Essential Partners LLC
CLOSED038-38-100%$720$0-$7202026-10-14
Bare Financial Services, Inc
CLOSED036-36-100%$683$0-$6832026-11-04
Caitong International Asset Management Co., Ltd
CLOSED033-33-100%$626$0-$6262026-10-29
Farmers & Merchants Investments Inc
CLOSED030-30-100%$569$0-$5692026-10-22
Gilpin Wealth Management, LLC
CLOSED012-12-100%$228$0-$2282026-10-09
JFS Wealth Advisors, LLC
CLOSED08-8-100%$152$0-$1522026-11-03
Evolution Advisers, Inc.
CLOSED06-6-100%$0$0$02026-11-06
Zions Bancorporation, National Association
CLOSED06-6-100%$114$0-$1142026-11-06
Davis Capital Management
CLOSED03-3-100%$57$0-$572026-10-08
AdvisorNet Financial, Inc
CLOSED02-2-100%$45$0-$452026-10-15
Fortitude Family Office, LLC
CLOSED02-2-100%$38$0-$382026-10-14
Hughes Financial Services, LLC
CLOSED02-2-100%$38$0-$382026-10-30
Clearstead Advisors, LLC
CLOSED02-2-100%$38$0-$382026-11-06
Triumph Capital Management
CLOSED01-1-100%$19$0-$192026-10-14
GHP Investment Advisors, Inc.
CLOSED01-1-100%$19$0-$192026-10-15
BlackRock, Inc.
N/A—8,272,745-8,272,745-100%$156.9M———
Nexpoint Asset Management, L.P.
N/A—3,050,205-3,050,205-100%$57.8M———
Vanguard Portfolio Management LLC
N/A—2,875,464-2,875,464-100%$54.5M———
Vanguard Capital Management LLC
N/A—2,116,495-2,116,495-100%$40.1M———
State Street Corp
N/A—1,941,309-1,941,309-100%$36.8M———
Glazer Capital, LLC
N/A—1,883,574-1,883,574-100%$35.7M———
Water Island Capital LLC
N/A—1,227,709-1,227,709-100%$23.3M———
Qube Research & Technologies Ltd
N/A—899,685-899,685-100%$17.1M———
Millennium Management LLC
N/A—769,812-769,812-100%$14.6M———
First Eagle Investment Management, LLC
N/A—697,240-697,240-100%$13.2M———
Schonfeld Strategic Advisors LLC
N/A—682,965-682,965-100%$12.9M———
Morgan Stanley
N/A—641,319-641,319-100%$12.2M———
Alpine Associates Management Inc.
N/A—639,008-639,008-100%$12.1M———
FMR LLC
N/A—587,118-587,118-100%$11.1M———
Northern Trust Corp
N/A—575,211-575,211-100%$10.9M———
FIL Ltd
N/A—498,521-498,521-100%$9.5M———
Charles Schwab Investment Management Inc
N/A—450,663-450,663-100%$8.5M———
CSM Advisors, LLC
N/A—409,155-409,155-100%$7.8M———
Irenic Capital Management LPA
N/A—408,245-408,245-100%$7.7M———
AQR Arbitrage LLC
N/A—380,455-380,455-100%$7.2M———
Bank of America Corp
N/A—373,951-373,951-100%$7.1M———
Goldman Sachs Group Inc
N/A—365,715-365,715-100%$6.9M———
Balyasny Asset Management L.P.
N/A—355,674-355,674-100%$6.7M———
Vestcor Inc
N/A—337,318-337,318-100%$6.4M———
Vanguard Fiduciary Trust Co
N/A—300,617-300,617-100%$5.7M———
Two Sigma Investments, LP
N/A—285,126-285,126-100%$5.4M———
Kennedy Capital Management LLC
N/A—221,186-221,186-100%$4.2M———
Polar Asset Management Partners Inc.
N/A—219,890-219,890-100%$4.2M———
JPMorgan Chase & Co
N/A—216,581-216,581-100%$4.1M———
Gabelli Funds LLC
N/A—210,524-210,524-100%$4.0M———
Invesco Ltd.
N/A—208,831-208,831-100%$4.0M———
ExodusPoint Capital Management, LP
N/A—192,807-192,807-100%$3.7M———
Wells Fargo & Company
N/A—182,065-182,065-100%$3.5M———
First Trust Advisors LP
N/A—158,558-158,558-100%$3.0M———
Public Sector Pension Investment Board
N/A—155,364-155,364-100%$2.9M———
UBS Asset Management Americas LLC
N/A—117,895-117,895-100%$2.2M———
Emmett Investment Management, LP
N/A—117,689-117,689-100%$7.4M———
Rhumbline Advisers
N/A—115,842-115,842-100%$2.2M———
JCP Investment Management, LLCA
N/A—114,881-114,881-100%$2.2M———
Envestnet Asset Management Inc
N/A—111,228-111,228-100%$2.1M———
SG Americas Securities, LLC
N/A—109,926-109,926-100%$2.1M———
Nuveen, LLC
N/A—105,833-105,833-100%$2.0M———
Ameriprise Financial Inc
N/A—104,079-104,079-100%$2.0M———
Legal & General Group Plc
N/A—102,319-102,319-100%$1.9M———
UBS Group AG
N/A—89,990-89,990-100%$1.7M———
Alpine Global Management, LLC
N/A—87,710-87,710-100%$1.7M———
Swiss National Bank
N/A—87,700-87,700-100%$1.7M———
Quantinno Capital Management LP
N/A—80,584-80,584-100%$1.5M———
Nomura Asset Management Co LTD
N/A—72,200-72,200-100%$1.4M———
Varcov Co.
N/A—71,843-71,843-100%$1.4M———
Price T Rowe Associates Inc
N/A—66,593-66,593-100%$1.3M———
Canada Life Assurance Co
N/A—64,216-64,216-100%$1.2M———
Renaissance Technologies LLC
N/A—60,100-60,100-100%$1.1M———
Gabelli & Co Investment Advisers, Inc.
N/A—55,151-55,151-100%$1.0M———
California State Teachers Retirement System
N/A—53,382-53,382-100%$1.0M———
Alliancebernstein L.P.
N/A—52,382-52,382-100%$846.0K———
Franklin Resources Inc
N/A—52,024-52,024-100%$986.4K———
Public Employees Retirement System of Ohio
N/A—51,844-51,844-100%$983.0K———
Intech Investment Management LLC
N/A—49,875-49,875-100%$945.6K———
HRT Financial LP
N/A—47,175-47,175-100%$894.0K———
Prudential Financial Inc
N/A—46,013-46,013-100%$872.4K———
Stephens Inc
N/A—45,728-45,728-100%$867.0K———
Boothbay Fund Management, LLC
N/A—44,217-44,217-100%$838.4K———
Tidal Investments LLC
N/A—40,293-40,293-100%$764.0K———
Citadel Advisors LLC
N/A—39,442-39,442-100%$747.8K———
Menard Financial Group LLC
N/A—38,919-38,919-100%$737.9K———
AQR Capital Management LLC
N/A—38,801-38,801-100%$735.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—37,086-37,086-100%$703.2K———
Vanguard Asset Management, Ltd
N/A—34,098-34,098-100%$646.5K———
PenderFund Capital Management Ltd.
N/A—32,100-32,100-100%$608.6K———
Arrowstreet Capital, Limited Partnership
N/A—31,044-31,044-100%$588.6K———
MetLife Investment Management, LLC
N/A—28,415-28,415-100%$538.7K———
HighTower Advisors, LLC
N/A—26,279-26,279-100%$498.2K———
PFG Investments, LLC
N/A—26,100-26,100-100%$494.9K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—21,296-21,296-100%$403.8K———
D. E. Shaw & Co., Inc.
N/A—20,764-20,764-100%$393.7K———
One68 Global Capital, LLC
N/A—20,000-20,000-100%$379.2K———
Jupiter Topco LLC
N/A—19,815-19,815-100%$375.6K———
Natixis Advisors, LLC
N/A—19,778-19,778-100%$374.0K———
Hancock Whitney Corp
N/A—19,676-19,676-100%$373.1K———
Resona Asset Management Co.,Ltd.
N/A—19,344-19,344-100%$366.8K———
New York State Common Retirement Fund
N/A—18,710-18,710-100%$354.7K———
LMR Partners LLP
N/A—17,573-17,573-100%$333.2K———
Susquehanna International Group, LLP
N/A—17,567-17,567-100%$333.1K———
State of Tennessee, Department of Treasury
N/A—17,207-17,207-100%$326.2K———
Neuberger Berman Group LLC
N/A—17,159-17,159-100%$325.3K———
State Board of Administration of Florida Retirement System
N/A—16,619-16,619-100%$315.1K———
Vanguard Global Advisers, LLC
N/A—15,486-15,486-100%$293.6K———
Susquehanna Portfolio Strategies, LLC
N/A—13,377-13,377-100%$253.6K———
Mariner, LLC
N/A—13,206-13,206-100%$250.4K———
Police & Firemen's Retirement System of New Jersey
N/A—13,063-13,063-100%$247.7K———
Mercer Global Advisors Inc
N/A—12,970-12,970-100%$245.9K———
Manufacturers Life Insurance Company, the
N/A—12,923-12,923-100%$245.0K———
Vanguard Investments Australia, Ltd.
N/A—12,164-12,164-100%$230.6K———
Ballentine Partners, LLC
N/A—11,947-11,947-100%$226.5K———
IMA Advisory Services, Inc.
N/A—11,624-11,624-100%$220.4K———
Teachers Retirement System of the State of Kentucky
N/A—11,329-11,329-100%$183.0K———
Pallas Capital Advisors LLC
N/A—11,070-11,070-100%$209.9K———
M&T Bank Corp
N/A—10,846-10,846-100%$205.6K———
Cetera Investment Advisers
N/A—10,828-10,828-100%$205.3K———
Voya Investment Management LLC
N/A—10,332-10,332-100%$195.9K———
Virtus Investment Advisers, LLC
N/A—10,304-10,304-100%$195.4K———
Rockefeller Capital Management L.P.
N/A—8,549-8,549-100%$162.1K———
BNP Paribas Financial Markets
N/A—7,046-7,046-100%$133.6K———
Steward Partners Investment Advisory, LLC
N/A—6,800-6,800-100%$128.9K———
Royal Bank of Canada
N/A—5,902-5,902-100%$112.0K———
Ameritas Investment Partners, Inc.
N/A—4,215-4,215-100%$79.9K———
Tower Research Capital LLC (TRC)
N/A—2,141-2,141-100%$40.6K———
BNP Paribas Asset Management Holding S.A.
N/A—1,764-1,764-100%$33.4K———
Osaic Holdings, Inc.
N/A—1,398-1,398-100%$26.5K———
Bessemer Group Inc
N/A—1,387-1,387-100%$5.0K———
Jones Financial Companies Lllp
N/A—1,285-1,285-100%$24.4K———
Hantz Financial Services, Inc.
N/A—974-974-100%$18———
Smartleaf Asset Management LLC
N/A—962-962-100%$18.2K———
Northwestern Mutual Wealth Management Co
N/A—600-600-100%$11.4K———
Global Retirement Partners, LLC
N/A—400-400-100%$7.6K———
Prosperity Bancshares Inc
N/A—369-369-100%$7.0K———
Optiver Holding B.V.
N/A—351-351-100%$6.7K———
Arax Advisory Partners
N/A—303-303-100%$5.7K———
Delta Asset Management LLC
N/A—300-300-100%$5.7K———
JPL Wealth Management, LLC
N/A—146-146-100%$2.8K———
Huntington National Bank
N/A—141-141-100%$2.7K———
Picton Mahoney Asset Management
N/A—139-139-100%$2.6K———
Rothschild Investment LLC
N/A—73-73-100%$1.4K———
Quarry LP
N/A—71-71-100%$1.3K———
Keating Financial Advisory Services, Inc.
N/A—35-35-100%$664———
Silicon Valley Capital Partners
N/A—18-18-100%$347———
Transamerica Financial Advisors, LLC
N/A—7-7-100%$132———
Quantbot Technologies LP
N/A—7-7-100%$133———
Ankerstar Wealth, LLC
N/A—2-2-100%$38———
Dunhill Financial, LLC
N/A—1-1-100%$25———
Showing 217 of 217 institutions