Workhorse Group Inc (WKHS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Geode Capital Management, LLC

DECREASED

Shares44,237 from 46,204

Change-1,967 (-4%)

Value$129.6K (-$12.2K)

Filed 2026-11-06

UBS Group AG

INCREASED

Shares19,904 from 1,471

Change+18,433 (+1253%)

Value$58.3K (+$53.8K)

Filed 2026-11-10

J. Safra Sarasin Holding AG

DECREASED

Shares15,962 from 31,436

Change-15,474 (-49%)

Value$46.8K (-$49.8K)

Filed 2026-10-26

Group One Trading LLC

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$413 (-$20)

Filed 2026-11-10

Farther Finance Advisors, LLC

INCREASED

Shares101 from 3

Change+98 (+3267%)

Value$296 (+$287)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

DECREASED

Shares37 from 44

Change-7 (-16%)

Value$108 (-$27)

Filed 2026-10-29

SBI Securities Co., Ltd.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$53 (-$2)

Filed 2026-10-22

Barclays PLC

INCREASED

Shares6 from 1

Change+5 (+500%)

Value$18 (+$15)

Filed 2026-11-06

TD Waterhouse Canada Inc.

DECREASED

Shares6 from 7

Change-1 (-14%)

Value$18 (-$3)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$16 ($0)

Filed 2026-11-06

Blue Trust, Inc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$15 ($0)

Filed 2026-10-15

IFP Advisors, Inc

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$9 ($0)

Filed 2026-10-16

Signaturefd, LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$6 (+$3)

Filed 2026-10-23

Smartleaf Asset Management LLC

INCREASED

Shares2 from 1

Change+1 (+100%)

Value$6 (+$3)

Filed 2026-11-10

Activest Wealth Management

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$6 ($0)

Filed 2026-10-15

CoreCap Advisors, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$6 ($0)

Filed 2026-10-08

Nfsg Corp

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$6 ($0)

Filed 2026-10-15

TD Capital Management LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$6 ($0)

Filed 2026-11-10

Rothwell Investment Advisors, LLC

NEW

Shares1

Change+1

Value$3

Filed 2026-11-06

Anchor Investment Management, LLC

NEW

Shares1

Change+1

Value$3

Filed 2026-11-10

Harbour Investments, Inc.

DECREASED

Shares1 from 2

Change-1 (-50%)

Value$3 (-$3)

Filed 2026-11-09

Indiana Trust & Investment Management Co

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-22

Investors Research Corp

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-07

Jnba Financial Advisors

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-11-03

Atwood & Palmer Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-10-08

Acumen Wealth Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-11-05

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-10-13

Compass Financial Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-30

Clean Yield Group

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-28

Clearstead Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-11-04

Global Retirement Partners, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-11-10

Lodestone Wealth Management LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-14

Main Street Group, LTD

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-28

Parallel Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-11-03

Parkside Financial Bank & Trust

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-10-27

US Bancorp \de\

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-11-05

Valley National Advisers Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$1)

Filed 2026-10-23

Vermillion Wealth Management, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-26

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 ($0)

Filed 2026-10-23

MCF Advisors LLC

CLOSED

Shares0 from 85

Change-85 (-100%)

Value$0 (-$261)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$6)

Filed 2026-11-02

Salem Investment Counselors Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$4)

Filed 2026-10-13

FMR LLC

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-11-10

Vanguard Capital Management LLC

N/A

Shares— from 301,233

Change-301,233 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 47,618

Change-47,618 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 28,342

Change-28,342 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 11,760

Change-11,760 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,550

Change-10,550 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 357

Change-357 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 127

Change-127 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 27

Change-27 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 19

Change-19 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 5

Change-5 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4

Change-4 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 3

Change-3 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3

Change-3 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	44,237	46,204	-1,967	-4%	$141.8K	$129.6K	-$12.2K	2026-11-06
UBS Group AG	INCREASED	19,904	1,471	+18,433	+1253%	$4.5K	$58.3K	+$53.8K	2026-11-10
J. Safra Sarasin Holding AG	DECREASED	15,962	31,436	-15,474	-49%	$96.5K	$46.8K	-$49.8K	2026-10-26
Group One Trading LLC	UNCHANGED	141	141	0	0%	$433	$413	-$20	2026-11-10
Farther Finance Advisors, LLC	INCREASED	101	3	+98	+3267%	$9	$296	+$287	2026-10-08
Caitong International Asset Management Co., Ltd	DECREASED	37	44	-7	-16%	$135	$108	-$27	2026-10-29
SBI Securities Co., Ltd.	UNCHANGED	18	18	0	0%	$55	$53	-$2	2026-10-22
Barclays PLC	INCREASED	6	1	+5	+500%	$3	$18	+$15	2026-11-06
TD Waterhouse Canada Inc.	DECREASED	6	7	-1	-14%	$21	$18	-$3	2026-10-16
Allworth Financial LP	UNCHANGED	5	5	0	0%	$16	$16	$0	2026-11-06
Blue Trust, Inc.	UNCHANGED	5	5	0	0%	$15	$15	$0	2026-10-15
IFP Advisors, Inc	UNCHANGED	3	3	0	0%	$9	$9	$0	2026-10-16
Signaturefd, LLC	INCREASED	2	1	+1	+100%	$3	$6	+$3	2026-10-23
Smartleaf Asset Management LLC	INCREASED	2	1	+1	+100%	$3	$6	+$3	2026-11-10
Activest Wealth Management	UNCHANGED	2	2	0	0%	$6	$6	$0	2026-10-15
CoreCap Advisors, LLC	UNCHANGED	2	2	0	0%	$6	$6	$0	2026-10-08
Nfsg Corp	UNCHANGED	2	2	0	0%	$6	$6	$0	2026-10-15
TD Capital Management LLC	UNCHANGED	2	2	0	0%	$6	$6	$0	2026-11-10
Rothwell Investment Advisors, LLC	NEW	1	—	+1	—	—	$3	—	2026-11-06
Anchor Investment Management, LLC	NEW	1	—	+1	—	—	$3	—	2026-11-10
Harbour Investments, Inc.	DECREASED	1	2	-1	-50%	$6	$3	-$3	2026-11-09
Indiana Trust & Investment Management Co	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-22
Investors Research Corp	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-07
Jnba Financial Advisors	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-11-03
Atwood & Palmer Inc	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-10-08
Acumen Wealth Advisors, LLC	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-11-05
Beacon Investment Advisory Services, Inc.	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-10-13
Compass Financial Management LLC	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-30
Clean Yield Group	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-28
Clearstead Advisors, LLC	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-11-06
EverSource Wealth Advisors, LLC	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-11-04
Global Retirement Partners, LLC	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-11-10
Lodestone Wealth Management LLC	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-14
Main Street Group, LTD	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-28
Parallel Advisors, LLC	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-11-03
Parkside Financial Bank & Trust	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-10-27
US Bancorp \de\	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-11-05
Valley National Advisers Inc	UNCHANGED	1	1	0	0%	$4	$3	-$1	2026-10-23
Vermillion Wealth Management, Inc.	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-26
Wilmington Savings Fund Society, FSB	UNCHANGED	1	1	0	0%	$3	$3	$0	2026-10-23
MCF Advisors LLC	CLOSED	0	85	-85	-100%	$261	$0	-$261	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	2	-2	-100%	$6	$0	-$6	2026-11-02
Salem Investment Counselors Inc	CLOSED	0	1	-1	-100%	$4	$0	-$4	2026-10-13
FMR LLC	UNCHANGED	0	0	0	—	$0	$0	$0	2026-11-10
Vanguard Capital Management LLC	N/A	—	301,233	-301,233	-100%	$924.8K	—	—	—
BlackRock, Inc.	N/A	—	47,618	-47,618	-100%	$146.2K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	28,342	-28,342	-100%	$87.0K	—	—	—
Northern Trust Corp	N/A	—	11,760	-11,760	-100%	$36.1K	—	—	—
HRT Financial LP	N/A	—	10,550	-10,550	-100%	$32	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	357	-357	-100%	$1.1K	—	—	—
Morgan Stanley	N/A	—	127	-127	-100%	$392	—	—	—
Osaic Holdings, Inc.	N/A	—	38	-38	-100%	$114	—	—	—
Wells Fargo & Company	N/A	—	27	-27	-100%	$83	—	—	—
Jones Financial Companies Lllp	N/A	—	19	-19	-100%	$57	—	—	—
Vanguard Global Advisers, LLC	N/A	—	18	-18	-100%	$55	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	5	-5	-100%	$15	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4	-4	-100%	$12	—	—	—
National Bank of Canada	N/A	—	3	-3	-100%	$9	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3	-3	-100%	$9	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3	-3	-100%	$9	—	—	—
JPMorgan Chase & Co	N/A	—	2	-2	-100%	$6	—	—	—
BFC Planning, Inc.	N/A	—	2	-2	-100%	$6	—	—	—
NewEdge Advisors, LLC	N/A	—	1	-1	-100%	$3	—	—	—
Harborfront Financial Group LLC	N/A	—	1	-1	-100%	$3	—	—	—
Investors Portfolio Services LLC	N/A	—	1	-1	-100%	$4	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1	-1	-100%	$3	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1	-1	-100%	$3	—	—	—

Showing 67 of 67 institutions