Willis Lease Finance Corp (WLFC)

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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M3f, Inc.

INCREASED

Shares2,083,661 from 661,998

Change+1,421,663 (+215%)

Value$104.0K (-$151.4M)

Filed 2026-10-21

Dimensional Fund Advisors LP

INCREASED

Shares1,669,680 from 548,394

Change+1,121,286 (+204%)

Value$83.3M (-$42.1M)

Filed 2026-11-04

Copeland Capital Management, LLC

INCREASED

Shares578,191 from 91,232

Change+486,959 (+534%)

Value$28.9M (+$8.0M)

Filed 2026-10-13

Pekin Hardy Strauss, Inc.

INCREASED

Shares124,554 from 42,225

Change+82,329 (+195%)

Value$6.2M (-$3.4M)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares107,541 from 37,129

Change+70,412 (+190%)

Value$5.4M (-$3.1M)

Filed 2026-11-05

Palisades Investment Partners, LLC

INCREASED

Shares79,226 from 63,039

Change+16,187 (+26%)

Value$4.0M (-$10.5M)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares55,540 from 18,184

Change+37,356 (+205%)

Value$2.8M (-$1.4M)

Filed 2026-11-05

Allspring Global Investments Holdings, LLC

INCREASED

Shares44,947 from 35,412

Change+9,535 (+27%)

Value$2.2M (-$5.9M)

Filed 2026-11-04

Shikiar Asset Management Inc

INCREASED

Shares41,295 from 18,565

Change+22,730 (+122%)

Value$2.1K (-$4.2M)

Filed 2026-10-20

Wedbush Securities Inc

INCREASED

Shares24,801 from 8,357

Change+16,444 (+197%)

Value$1.2K (-$1.9M)

Filed 2026-10-22

Y-Intercept (Hong Kong) Ltd

NEW

Shares13,997

Change+13,997

Value$698.6K

Filed 2026-10-16

Inspire Investing, LLC

NEW

Shares12,497

Change+12,497

Value$623.7K

Filed 2026-10-22

Citigroup Inc

INCREASED

Shares11,863 from 3,499

Change+8,364 (+239%)

Value$592.1K (-$208.5K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares9,732 from 2,793

Change+6,939 (+248%)

Value$485.7K (-$153.3K)

Filed 2026-11-02

Strs Ohio

NEW

Shares9,700

Change+9,700

Value$484.1K

Filed 2026-10-30

Lakewood Asset Management LLC

INCREASED

Shares6,822 from 2,127

Change+4,695 (+221%)

Value$340.5K (-$146.2K)

Filed 2026-10-26

DDD Partners, LLC

NEW

Shares6,795

Change+6,795

Value$339.1K

Filed 2026-11-02

Concurrent Investment Advisors, LLC

INCREASED

Shares4,761 from 1,573

Change+3,188 (+203%)

Value$237.6K (-$122.3K)

Filed 2026-10-16

HUB Investment Partners, LLC

NEW

Shares4,752

Change+4,752

Value$237.2K

Filed 2026-11-03

DekaBank Deutsche Girozentrale

NEW

Shares4,323

Change+4,323

Value$221

Filed 2026-10-27

State of Alaska, Department of Revenue

INCREASED

Shares3,922 from 982

Change+2,940 (+299%)

Value$195 (-$223.8K)

Filed 2026-10-15

Fifth Third Bancorp

INCREASED

Shares2,174 from 330

Change+1,844 (+559%)

Value$108.5K (+$33.0K)

Filed 2026-11-05

Nisa Investment Advisors, LLC

INCREASED

Shares462 from 154

Change+308 (+200%)

Value$23.1K (-$12.2K)

Filed 2026-10-20

Larson Financial Group LLC

INCREASED

Shares420 from 89

Change+331 (+372%)

Value$21.0K (+$595)

Filed 2026-11-05

Sterling Capital Management LLC

INCREASED

Shares318 from 35

Change+283 (+809%)

Value$15.9K (+$7.9K)

Filed 2026-10-22

Hickory Point Bank & Trust

NEW

Shares300

Change+300

Value$15.0K

Filed 2026-10-01

Fortitude Family Office, LLC

NEW

Shares300

Change+300

Value$15.0K

Filed 2026-10-14

Harbor Capital Advisors, Inc.

INCREASED

Shares295 from 102

Change+193 (+189%)

Value$15 (-$8)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares291 from 95

Change+196 (+206%)

Value$14.5K (-$7.2K)

Filed 2026-10-08

Silver Grove Financial Group, Inc.

INCREASED

Shares170 from 40

Change+130 (+325%)

Value$8.5K (-$667)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares59 from 1

Change+58 (+5800%)

Value$2.9K (+$2.7K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares59 from 7

Change+52 (+743%)

Value$2.9K (+$1.3K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares44

Change+44

Value$2.2K

Filed 2026-10-21

Simplex Trading, LLC

NEW

Shares35

Change+35

Value$1.7K

Filed 2026-11-04

First Horizon Corp

NEW

Shares31

Change+31

Value$1.5K

Filed 2026-10-26

Assetmark, Inc

NEW

Shares24

Change+24

Value$1.2K

Filed 2026-10-21

WPG Advisers, LLC

NEW

Shares23

Change+23

Value$1.1K

Filed 2026-10-27

Parallel Advisors, LLC

DECREASED

Shares15 from 18

Change-3 (-17%)

Value$749 (-$3.4K)

Filed 2026-11-03

Covestor Ltd

INCREASED

Shares14 from 5

Change+9 (+180%)

Value$1 ($0)

Filed 2026-10-30

CoreCap Advisors, LLC

INCREASED

Shares9 from 1

Change+8 (+800%)

Value$449 (+$220)

Filed 2026-10-08

Bare Financial Services, Inc

NEW

Shares6

Change+6

Value$299

Filed 2026-11-04

Ascentis Wealth Management, LLC

NEW

Shares6

Change+6

Value$299

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares3

Change+3

Value$150

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 1,274

Change-1,274 (-100%)

Value$0 (-$291.0K)

Filed 2026-11-02

Yorktown Management & Research Co Inc

CLOSED

Shares0 from 1,125

Change-1,125 (-100%)

Value$0 (-$257.4K)

Filed 2026-10-28

Truist Financial Corp

CLOSED

Shares0 from 1,009

Change-1,009 (-100%)

Value$0 (-$230.9K)

Filed 2026-10-30

Ritholtz Wealth Management

CLOSED

Shares0 from 927

Change-927 (-100%)

Value$0 (-$212.1K)

Filed 2026-11-05

Cornerstone Planning Group LLC

CLOSED

Shares0 from 69

Change-69 (-100%)

Value$0 (-$4.6K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$3.9K)

Filed 2026-10-29

Stone House Investment Management, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$2.7K)

Filed 2026-10-23

Signaturefd, LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$2.3K)

Filed 2026-10-23

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$458)

Filed 2026-10-05

Physician Wealth Advisors, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$229)

Filed 2026-10-20

Hughes Financial Services, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$229)

Filed 2026-10-30

BlackRock, Inc.

N/A

Shares— from 301,276

Change-301,276 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 197,697

Change-197,697 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 192,346

Change-192,346 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 129,520

Change-129,520 (-100%)

Value—

Four Tree Island Advisory LLC

N/A

Shares— from 108,160

Change-108,160 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 107,711

Change-107,711 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 100,400

Change-100,400 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 93,937

Change-93,937 (-100%)

Value—

State Street Corp

N/A

Shares— from 77,328

Change-77,328 (-100%)

Value—

Philadelphia Financial Management of San Francisco, LLC

N/A

Shares— from 72,763

Change-72,763 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 65,643

Change-65,643 (-100%)

Value—

UBS Group AG

N/A

Shares— from 65,360

Change-65,360 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 64,443

Change-64,443 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 58,309

Change-58,309 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 49,274

Change-49,274 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 47,817

Change-47,817 (-100%)

Value—

Buckley Capital Advisors, LLC

N/A

Shares— from 45,936

Change-45,936 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 45,556

Change-45,556 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 38,450

Change-38,450 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 38,151

Change-38,151 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 37,030

Change-37,030 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 29,609

Change-29,609 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 27,918

Change-27,918 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 27,753

Change-27,753 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 22,490

Change-22,490 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 20,705

Change-20,705 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 19,521

Change-19,521 (-100%)

Value—

Corsair Capital Management, L.P.

N/A

Shares— from 18,768

Change-18,768 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 17,416

Change-17,416 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 16,268

Change-16,268 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 16,079

Change-16,079 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 15,881

Change-15,881 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 15,409

Change-15,409 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 14,510

Change-14,510 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 14,297

Change-14,297 (-100%)

Value—

Latash Investments, LLC

N/A

Shares— from 13,500

Change-13,500 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 12,318

Change-12,318 (-100%)

Value—

Linden Advisors LP

N/A

Shares— from 11,529

Change-11,529 (-100%)

Value—

First Pacific Advisors, LP

N/A

Shares— from 11,443

Change-11,443 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 11,050

Change-11,050 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 10,123

Change-10,123 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 10,083

Change-10,083 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 8,500

Change-8,500 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 7,934

Change-7,934 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 7,683

Change-7,683 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,856

Change-6,856 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 6,800

Change-6,800 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 6,703

Change-6,703 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 6,470

Change-6,470 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 5,800

Change-5,800 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 5,788

Change-5,788 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 5,436

Change-5,436 (-100%)

Value—

Susquehanna Advisors Group, Inc.

N/A

Shares— from 5,180

Change-5,180 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 5,047

Change-5,047 (-100%)

Value—

Jennison Associates LLC

N/A

Shares— from 4,907

Change-4,907 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 4,737

Change-4,737 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 4,623

Change-4,623 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 4,606

Change-4,606 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 4,400

Change-4,400 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 4,264

Change-4,264 (-100%)

Value—

Carlson Capital, L.P.

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 3,884

Change-3,884 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 3,763

Change-3,763 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 3,682

Change-3,682 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 3,678

Change-3,678 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 3,394

Change-3,394 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,391

Change-3,391 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,311

Change-3,311 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 3,309

Change-3,309 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 3,282

Change-3,282 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 3,053

Change-3,053 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,833

Change-2,833 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 2,801

Change-2,801 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 2,760

Change-2,760 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 2,719

Change-2,719 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 2,494

Change-2,494 (-100%)

Value—

AXQ Capital, LP

N/A

Shares— from 2,457

Change-2,457 (-100%)

Value—

FMR LLC

N/A

Shares— from 2,412

Change-2,412 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 2,327

Change-2,327 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 2,300

Change-2,300 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 2,262

Change-2,262 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 2,239

Change-2,239 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 2,220

Change-2,220 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 2,209

Change-2,209 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 2,068

Change-2,068 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 2,066

Change-2,066 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 1,983

Change-1,983 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 1,846

Change-1,846 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 1,837

Change-1,837 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 1,819

Change-1,819 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 1,814

Change-1,814 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 1,749

Change-1,749 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 1,710

Change-1,710 (-100%)

Value—

Natixis

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 1,403

Change-1,403 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 1,262

Change-1,262 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,262

Change-1,262 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 1,254

Change-1,254 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 1,246

Change-1,246 (-100%)

Value—

Barclays PLC

N/A

Shares— from 1,239

Change-1,239 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 1,225

Change-1,225 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 1,163

Change-1,163 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 1,134

Change-1,134 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 1,127

Change-1,127 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,125

Change-1,125 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,116

Change-1,116 (-100%)

Value—

Navellier & Associates Inc

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Earnest Partners LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 985

Change-985 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 926

Change-926 (-100%)

Value—

Luxor Capital Group, LP

N/A

Shares— from 923

Change-923 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 811

Change-811 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 730

Change-730 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 700

Change-700 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 420

Change-420 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 346

Change-346 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 266

Change-266 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 249

Change-249 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 241

Change-241 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 115

Change-115 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 70

Change-70 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 70

Change-70 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 31

Change-31 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 26

Change-26 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 14

Change-14 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 7

Change-7 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
M3f, Inc.	INCREASED	2,083,661	661,998	+1,421,663	+215%	$151.5M	$104.0K	-$151.4M	2026-10-21
Dimensional Fund Advisors LP	INCREASED	1,669,680	548,394	+1,121,286	+204%	$125.5M	$83.3M	-$42.1M	2026-11-04
Copeland Capital Management, LLC	INCREASED	578,191	91,232	+486,959	+534%	$20.9M	$28.9M	+$8.0M	2026-10-13
Pekin Hardy Strauss, Inc.	INCREASED	124,554	42,225	+82,329	+195%	$9.7M	$6.2M	-$3.4M	2026-11-02
Bank of New York Mellon Corp	INCREASED	107,541	37,129	+70,412	+190%	$8.5M	$5.4M	-$3.1M	2026-11-05
Palisades Investment Partners, LLC	INCREASED	79,226	63,039	+16,187	+26%	$14.4M	$4.0M	-$10.5M	2026-11-03
US Bancorp \de\	INCREASED	55,540	18,184	+37,356	+205%	$4.2M	$2.8M	-$1.4M	2026-11-05
Allspring Global Investments Holdings, LLC	INCREASED	44,947	35,412	+9,535	+27%	$8.1M	$2.2M	-$5.9M	2026-11-04
Shikiar Asset Management Inc	INCREASED	41,295	18,565	+22,730	+122%	$4.2M	$2.1K	-$4.2M	2026-10-20
Wedbush Securities Inc	INCREASED	24,801	8,357	+16,444	+197%	$1.9M	$1.2K	-$1.9M	2026-10-22
Y-Intercept (Hong Kong) Ltd	NEW	13,997	—	+13,997	—	—	$698.6K	—	2026-10-16
Inspire Investing, LLC	NEW	12,497	—	+12,497	—	—	$623.7K	—	2026-10-22
Citigroup Inc	INCREASED	11,863	3,499	+8,364	+239%	$800.6K	$592.1K	-$208.5K	2026-11-04
Creative Planning	INCREASED	9,732	2,793	+6,939	+248%	$639.0K	$485.7K	-$153.3K	2026-11-02
Strs Ohio	NEW	9,700	—	+9,700	—	—	$484.1K	—	2026-10-30
Lakewood Asset Management LLC	INCREASED	6,822	2,127	+4,695	+221%	$486.7K	$340.5K	-$146.2K	2026-10-26
DDD Partners, LLC	NEW	6,795	—	+6,795	—	—	$339.1K	—	2026-11-02
Concurrent Investment Advisors, LLC	INCREASED	4,761	1,573	+3,188	+203%	$359.9K	$237.6K	-$122.3K	2026-10-16
HUB Investment Partners, LLC	NEW	4,752	—	+4,752	—	—	$237.2K	—	2026-11-03
DekaBank Deutsche Girozentrale	NEW	4,323	—	+4,323	—	—	$221	—	2026-10-27
State of Alaska, Department of Revenue	INCREASED	3,922	982	+2,940	+299%	$224.0K	$195	-$223.8K	2026-10-15
Fifth Third Bancorp	INCREASED	2,174	330	+1,844	+559%	$75.5K	$108.5K	+$33.0K	2026-11-05
Nisa Investment Advisors, LLC	INCREASED	462	154	+308	+200%	$35.2K	$23.1K	-$12.2K	2026-10-20
Larson Financial Group LLC	INCREASED	420	89	+331	+372%	$20.4K	$21.0K	+$595	2026-11-05
Sterling Capital Management LLC	INCREASED	318	35	+283	+809%	$8.0K	$15.9K	+$7.9K	2026-10-22
Hickory Point Bank & Trust	NEW	300	—	+300	—	—	$15.0K	—	2026-10-01
Fortitude Family Office, LLC	NEW	300	—	+300	—	—	$15.0K	—	2026-10-14
Harbor Capital Advisors, Inc.	INCREASED	295	102	+193	+189%	$23	$15	-$8	2026-10-22
Farther Finance Advisors, LLC	INCREASED	291	95	+196	+206%	$21.8K	$14.5K	-$7.2K	2026-10-08
Silver Grove Financial Group, Inc.	INCREASED	170	40	+130	+325%	$9.2K	$8.5K	-$667	2026-11-05
Gamma Investing LLC	INCREASED	59	1	+58	+5800%	$229	$2.9K	+$2.7K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	59	7	+52	+743%	$1.6K	$2.9K	+$1.3K	2026-11-04
Root Financial Partners, LLC	NEW	44	—	+44	—	—	$2.2K	—	2026-10-21
Simplex Trading, LLC	NEW	35	—	+35	—	—	$1.7K	—	2026-11-04
First Horizon Corp	NEW	31	—	+31	—	—	$1.5K	—	2026-10-26
Assetmark, Inc	NEW	24	—	+24	—	—	$1.2K	—	2026-10-21
WPG Advisers, LLC	NEW	23	—	+23	—	—	$1.1K	—	2026-10-27
Parallel Advisors, LLC	DECREASED	15	18	-3	-17%	$4.1K	$749	-$3.4K	2026-11-03
Covestor Ltd	INCREASED	14	5	+9	+180%	$1	$1	$0	2026-10-30
CoreCap Advisors, LLC	INCREASED	9	1	+8	+800%	$229	$449	+$220	2026-10-08
Bare Financial Services, Inc	NEW	6	—	+6	—	—	$299	—	2026-11-04
Ascentis Wealth Management, LLC	NEW	6	—	+6	—	—	$299	—	2026-11-03
Provenance Wealth Advisors, LLC	NEW	3	—	+3	—	—	$150	—	2026-10-30
Cambridge Investment Research Advisors, Inc.	CLOSED	0	1,274	-1,274	-100%	$291.0K	$0	-$291.0K	2026-11-02
Yorktown Management & Research Co Inc	CLOSED	0	1,125	-1,125	-100%	$257.4K	$0	-$257.4K	2026-10-28
Truist Financial Corp	CLOSED	0	1,009	-1,009	-100%	$230.9K	$0	-$230.9K	2026-10-30
Ritholtz Wealth Management	CLOSED	0	927	-927	-100%	$212.1K	$0	-$212.1K	2026-11-05
Cornerstone Planning Group LLC	CLOSED	0	69	-69	-100%	$4.6K	$0	-$4.6K	2026-10-16
Caitong International Asset Management Co., Ltd	CLOSED	0	17	-17	-100%	$3.9K	$0	-$3.9K	2026-10-29
Stone House Investment Management, LLC	CLOSED	0	12	-12	-100%	$2.7K	$0	-$2.7K	2026-10-23
Signaturefd, LLC	CLOSED	0	10	-10	-100%	$2.3K	$0	-$2.3K	2026-10-23
MassMutual Private Wealth & Trust, FSB	CLOSED	0	2	-2	-100%	$458	$0	-$458	2026-10-05
Physician Wealth Advisors, Inc.	CLOSED	0	1	-1	-100%	$229	$0	-$229	2026-10-20
Hughes Financial Services, LLC	CLOSED	0	1	-1	-100%	$229	$0	-$229	2026-10-30
BlackRock, Inc.	N/A	—	301,276	-301,276	-100%	$68.9M	—	—	—
Renaissance Technologies LLC	N/A	—	197,697	-197,697	-100%	$45.2M	—	—	—
Two Sigma Investments, LP	N/A	—	192,346	-192,346	-100%	$44.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	129,520	-129,520	-100%	$29.6M	—	—	—
Four Tree Island Advisory LLC	N/A	—	108,160	-108,160	-100%	$24.7M	—	—	—
RBF Capital, LLC	N/A	—	107,711	-107,711	-100%	$24.6M	—	—	—
LSV Asset Management	N/A	—	100,400	-100,400	-100%	$23.0M	—	—	—
Geode Capital Management, LLC	N/A	—	93,937	-93,937	-100%	$21.5M	—	—	—
State Street Corp	N/A	—	77,328	-77,328	-100%	$17.7M	—	—	—
Philadelphia Financial Management of San Francisco, LLC	N/A	—	72,763	-72,763	-100%	$16.6M	—	—	—
Morgan Stanley	N/A	—	65,643	-65,643	-100%	$15.0M	—	—	—
UBS Group AG	N/A	—	65,360	-65,360	-100%	$15.0M	—	—	—
BNP Paribas Financial Markets	N/A	—	64,443	-64,443	-100%	$14.7M	—	—	—
First Trust Advisors LP	N/A	—	58,309	-58,309	-100%	$13.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	49,274	-49,274	-100%	$11.3M	—	—	—
Northern Trust Corp	N/A	—	47,817	-47,817	-100%	$10.9M	—	—	—
Buckley Capital Advisors, LLC	N/A	—	45,936	-45,936	-100%	$10.5M	—	—	—
Bank of America Corp	N/A	—	45,556	-45,556	-100%	$10.4M	—	—	—
Denali Advisors LLC	N/A	—	38,450	-38,450	-100%	$8.8M	—	—	—
HRT Financial LP	N/A	—	38,151	-38,151	-100%	$8.7M	—	—	—
Citadel Advisors LLC	N/A	—	37,030	-37,030	-100%	$8.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	29,609	-29,609	-100%	$6.8M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	27,918	-27,918	-100%	$6.4M	—	—	—
Empowered Funds, LLC	N/A	—	27,753	-27,753	-100%	$6.3M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	22,490	-22,490	-100%	$5.1M	—	—	—
New York State Common Retirement Fund	N/A	—	20,705	-20,705	-100%	$4.7M	—	—	—
JPMorgan Chase & Co	N/A	—	19,521	-19,521	-100%	$4.4M	—	—	—
Corsair Capital Management, L.P.	N/A	—	18,768	-18,768	-100%	$4.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	17,416	-17,416	-100%	$4.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	16,268	-16,268	-100%	$3.7M	—	—	—
Nuveen, LLC	N/A	—	16,079	-16,079	-100%	$3.7M	—	—	—
Tudor Investment Corp ET AL	N/A	—	15,881	-15,881	-100%	$3.6M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	15,409	-15,409	-100%	$3.5M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	14,510	-14,510	-100%	$3.3M	—	—	—
Point72 Asset Management, L.P.	N/A	—	14,297	-14,297	-100%	$3.3M	—	—	—
Latash Investments, LLC	N/A	—	13,500	-13,500	-100%	$3.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	12,318	-12,318	-100%	$2.8M	—	—	—
Linden Advisors LP	N/A	—	11,529	-11,529	-100%	$2.6M	—	—	—
First Pacific Advisors, LP	N/A	—	11,443	-11,443	-100%	$2.6M	—	—	—
Algert Global LLC	N/A	—	11,050	-11,050	-100%	$2.5M	—	—	—
Franklin Resources Inc	N/A	—	10,123	-10,123	-100%	$2.3M	—	—	—
Maltese Capital Management LLC	N/A	—	10,083	-10,083	-100%	$2.3M	—	—	—
PDT Partners, LLC	N/A	—	8,500	-8,500	-100%	$1.9M	—	—	—
Rhumbline Advisers	N/A	—	7,934	-7,934	-100%	$1.8M	—	—	—
Waterloo Capital, L.P.	N/A	—	7,683	-7,683	-100%	$1.8M	—	—	—
Royal Bank of Canada	N/A	—	6,856	-6,856	-100%	$1.6M	—	—	—
Ameriprise Financial Inc	N/A	—	6,800	-6,800	-100%	$1.6M	—	—	—
Millennium Management LLC	N/A	—	6,703	-6,703	-100%	$1.5M	—	—	—
American Century Companies Inc	N/A	—	6,470	-6,470	-100%	$1.5M	—	—	—
Swiss National Bank	N/A	—	5,800	-5,800	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	5,788	-5,788	-100%	$1.3M	—	—	—
Invesco Ltd.	N/A	—	5,436	-5,436	-100%	$1.2M	—	—	—
Susquehanna Advisors Group, Inc.	N/A	—	5,180	-5,180	-100%	$1.2M	—	—	—
Boothbay Fund Management, LLC	N/A	—	5,047	-5,047	-100%	$1.2M	—	—	—
Jennison Associates LLC	N/A	—	4,907	-4,907	-100%	$1.1M	—	—	—
LPL Financial LLC	N/A	—	4,737	-4,737	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	4,623	-4,623	-100%	$1.1M	—	—	—
Sculptor Capital LP	N/A	—	4,606	-4,606	-100%	$1.1M	—	—	—
Militia Capital Management LLC	N/A	—	4,400	-4,400	-100%	$1.0M	—	—	—
Price T Rowe Associates Inc	N/A	—	4,264	-4,264	-100%	$976.0K	—	—	—
Carlson Capital, L.P.	N/A	—	4,100	-4,100	-100%	$938.1K	—	—	—
Rangeley Capital, LLC	N/A	—	4,000	-4,000	-100%	$915.2K	—	—	—
Alliancebernstein L.P.	N/A	—	4,000	-4,000	-100%	$681.0K	—	—	—
SEI Investments Co	N/A	—	3,884	-3,884	-100%	$890.4K	—	—	—
Deutsche Bank Ag\	N/A	—	3,763	-3,763	-100%	$861.0K	—	—	—
Weiss Asset Management LP	N/A	—	3,682	-3,682	-100%	$842.4K	—	—	—
Aristeia Capital, L.L.C.	N/A	—	3,678	-3,678	-100%	$841.5K	—	—	—
Brevan Howard Capital Management LP	N/A	—	3,394	-3,394	-100%	$776.5K	—	—	—
Wells Fargo & Company	N/A	—	3,391	-3,391	-100%	$775.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,311	-3,311	-100%	$757.6K	—	—	—
Jain Global LLC	N/A	—	3,309	-3,309	-100%	$757.1K	—	—	—
California State Teachers Retirement System	N/A	—	3,282	-3,282	-100%	$750.9K	—	—	—
Lazard Asset Management LLC	N/A	—	3,053	-3,053	-100%	$698.5K	—	—	—
Harbor Advisors LLC	N/A	—	3,000	-3,000	-100%	$686.4K	—	—	—
Raymond James Financial Inc	N/A	—	2,833	-2,833	-100%	$648.2K	—	—	—
AQR Capital Management LLC	N/A	—	2,801	-2,801	-100%	$640.9K	—	—	—
Blackstone Inc.	N/A	—	2,760	-2,760	-100%	$631.5K	—	—	—
Quantbot Technologies LP	N/A	—	2,719	-2,719	-100%	$622.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	2,494	-2,494	-100%	$570.6K	—	—	—
AXQ Capital, LP	N/A	—	2,457	-2,457	-100%	$562.2K	—	—	—
FMR LLC	N/A	—	2,412	-2,412	-100%	$551.8K	—	—	—
LMR Partners LLP	N/A	—	2,327	-2,327	-100%	$532.4K	—	—	—
Canada Pension Plan Investment Board	N/A	—	2,300	-2,300	-100%	$526.2K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	2,300	-2,300	-100%	$526.2K	—	—	—
Legal & General Group Plc	N/A	—	2,262	-2,262	-100%	$517.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	2,239	-2,239	-100%	$512.3K	—	—	—
Cetera Investment Advisers	N/A	—	2,220	-2,220	-100%	$507.9K	—	—	—
Russell Investments Group, Ltd.	N/A	—	2,209	-2,209	-100%	$505.4K	—	—	—
Quantinno Capital Management LP	N/A	—	2,068	-2,068	-100%	$473.2K	—	—	—
Penserra Capital Management LLC	N/A	—	2,066	-2,066	-100%	$472.0K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	1,983	-1,983	-100%	$453.7K	—	—	—
Highbridge Capital Management LLC	N/A	—	1,846	-1,846	-100%	$422.4K	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	1,837	-1,837	-100%	$420.3K	—	—	—
Vanguard Asset Management, Ltd	N/A	—	1,819	-1,819	-100%	$416.2K	—	—	—
Neuberger Berman Group LLC	N/A	—	1,814	-1,814	-100%	$415.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	1,749	-1,749	-100%	$400.2K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	1,710	-1,710	-100%	$391.2K	—	—	—
Natixis	N/A	—	1,500	-1,500	-100%	$343.2K	—	—	—
Jupiter Topco LLC	N/A	—	1,500	-1,500	-100%	$342.6K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	1,403	-1,403	-100%	$321.0K	—	—	—
Centiva Capital, LP	N/A	—	1,262	-1,262	-100%	$288.7K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,262	-1,262	-100%	$288.7K	—	—	—
Bank of Montreal	N/A	—	1,254	-1,254	-100%	$286.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	1,246	-1,246	-100%	$285.1K	—	—	—
Barclays PLC	N/A	—	1,239	-1,239	-100%	$283.5K	—	—	—
Focus Partners Wealth	N/A	—	1,225	-1,225	-100%	$280.3K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	1,163	-1,163	-100%	$266.1K	—	—	—
Bessemer Group Inc	N/A	—	1,134	-1,134	-100%	$257.0K	—	—	—
Prudential Financial Inc	N/A	—	1,127	-1,127	-100%	$257.9K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,125	-1,125	-100%	$257.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,116	-1,116	-100%	$255.3K	—	—	—
Navellier & Associates Inc	N/A	—	1,000	-1,000	-100%	$228.8K	—	—	—
Earnest Partners LLC	N/A	—	1,000	-1,000	-100%	$228.8K	—	—	—
Cresset Asset Management, LLC	N/A	—	1,000	-1,000	-100%	$228.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	985	-985	-100%	$225.4K	—	—	—
Merit Financial Group, LLC	N/A	—	926	-926	-100%	$211.8K	—	—	—
Luxor Capital Group, LP	N/A	—	923	-923	-100%	$211.2K	—	—	—
SG Americas Securities, LLC	N/A	—	811	-811	-100%	$186.0K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	730	-730	-100%	$167.0K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	700	-700	-100%	$160.2K	—	—	—
Arax Advisory Partners	N/A	—	420	-420	-100%	$96.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	346	-346	-100%	$79.2K	—	—	—
Smartleaf Asset Management LLC	N/A	—	266	-266	-100%	$59.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	249	-249	-100%	$57.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	241	-241	-100%	$55.1K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	115	-115	-100%	$26.3K	—	—	—
Harbour Investments, Inc.	N/A	—	70	-70	-100%	$16.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	70	-70	-100%	$15.7K	—	—	—
Nykredit A/S	N/A	—	31	-31	-100%	$7.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	28	-28	-100%	$6.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	26	-26	-100%	$5.9K	—	—	—
Optiver Holding B.V.	N/A	—	16	-16	-100%	$3.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	14	-14	-100%	$3.2K	—	—	—
Allworth Financial LP	N/A	—	7	-7	-100%	$1.6K	—	—	—
Investors Portfolio Services LLC	N/A	—	1	-1	-100%	$229	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$229	—	—	—
Clearstead Advisors, LLC	N/A	—	1	-1	-100%	$229	—	—	—

Showing 191 of 191 institutions