Xerox Holdings Corp (XRXDW)

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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Private Management Group Inc

DECREASED

Shares466,306 from 473,537

Change-7,231 (-2%)

Value$128.6K (-$1.6K)

Filed 2026-11-04

Calamos Advisors LLC

UNCHANGED

Shares313,928 from 313,928

Change0 (0%)

Value$86.6K (+$125)

Filed 2026-11-02

Barclays PLC

INCREASED

Shares244,281 from 244,280

Change+1 (0%)

Value$67.4K (+$196)

Filed 2026-11-06

Chicago Capital Management, LLC

UNCHANGED

Shares95,980 from 95,980

Change0 (0%)

Value$26.5K (+$76)

Filed 2026-10-21

Russell Investments Group, Ltd.

DECREASED

Shares89,303 from 112,056

Change-22,753 (-20%)

Value$24.6K (-$6.2K)

Filed 2026-11-06

Wolverine Asset Management LLC

INCREASED

Shares88,892 from 72,946

Change+15,946 (+22%)

Value$24.5K (+$4.5K)

Filed 2026-11-02

LPL Financial LLC

DECREASED

Shares84,614 from 86,604

Change-1,990 (-2%)

Value$23.3K (-$480)

Filed 2026-11-06

Geode Capital Management, LLC

UNCHANGED

Shares48,980 from 48,980

Change0 (0%)

Value$13.5K (+$19)

Filed 2026-11-06

HB Wealth Management, LLC

NEW

Shares36,582

Change+36,582

Value$10.1K

Filed 2026-10-23

Sigma Planning Corp

UNCHANGED

Shares33,345 from 33,345

Change0 (0%)

Value$9.2K (+$28)

Filed 2026-10-23

Verus Capital Partners, LLC

NEW

Shares31,199

Change+31,199

Value$8.6K

Filed 2026-11-03

AlphaCore Capital LLC

NEW

Shares19,649

Change+19,649

Value$5.4K

Filed 2026-11-04

Prism Advisors, Inc.

UNCHANGED

Shares15,535 from 15,535

Change0 (0%)

Value$4.0K (-$229)

Filed 2026-10-09

Investors Research Corp

DECREASED

Shares13,958 from 14,052

Change-94 (-1%)

Value$3.9K (-$14)

Filed 2026-10-07

Yousif Capital Management, LLC

UNCHANGED

Shares13,077 from 13,077

Change0 (0%)

Value$3.6K (+$11)

Filed 2026-10-22

StoneX Group Inc.

NEW

Shares12,950

Change+12,950

Value$4.0K

Filed 2026-11-03

Cidel Asset Management Inc

UNCHANGED

Shares12,022 from 12,022

Change0 (0%)

Value$3.3K (+$10)

Filed 2026-10-29

Mission Financial Group, LLC

UNCHANGED

Shares10,602 from 10,602

Change0 (0%)

Value$2.9K (+$9)

Filed 2026-10-21

Bfsg, LLC

UNCHANGED

Shares8,387 from 8,387

Change0 (0%)

Value$2.3K (+$7)

Filed 2026-10-30

Mascoma Wealth Management LLC

NEW

Shares5,000

Change+5,000

Value$1.4K

Filed 2026-10-23

Nfsg Corp

UNCHANGED

Shares2,420 from 2,420

Change0 (0%)

Value$667 (+$2)

Filed 2026-10-15

Deseret Mutual Benefit Administrators

UNCHANGED

Shares556 from 556

Change0 (0%)

Value$153 ($0)

Filed 2026-11-04

CoreCap Advisors, LLC

UNCHANGED

Shares545 from 545

Change0 (0%)

Value$150 ($0)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares521 from 521

Change0 (0%)

Value$144 ($0)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$138 (+$1)

Filed 2026-11-05

Mosley Wealth Management

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$110 (-$27)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares388 from 326

Change+62 (+19%)

Value$107 (+$17)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares322 from 322

Change0 (0%)

Value$89 ($0)

Filed 2026-10-29

US Bancorp \de\

DECREASED

Shares320 from 507

Change-187 (-37%)

Value$88 (-$51)

Filed 2026-11-05

North Star Investment Management Corp.

UNCHANGED

Shares282 from 282

Change0 (0%)

Value$78 ($0)

Filed 2026-10-27

Nova Financial LLC

NEW

Shares278

Change+278

Value$77

Filed 2026-11-04

PNC Financial Services Group, Inc.

DECREASED

Shares276 from 684

Change-408 (-60%)

Value$76 (-$112)

Filed 2026-11-06

True Wealth Design, LLC

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$76 ($0)

Filed 2026-10-13

Assetmark, Inc

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$58 ($0)

Filed 2026-10-21

Key Capital Management, Inc

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$47 ($0)

Filed 2026-11-03

Fifth Third Bancorp

INCREASED

Shares155 from 125

Change+30 (+24%)

Value$43 (+$9)

Filed 2026-11-05

Carolina Wealth Advisors, LLC

NEW

Shares144

Change+144

Value$40

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares126 from 256

Change-130 (-51%)

Value$35 (-$35)

Filed 2026-10-08

Costello Asset Management, Inc

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$34 ($0)

Filed 2026-10-30

TD Waterhouse Canada Inc.

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$37 (+$1)

Filed 2026-10-16

Bare Financial Services, Inc

UNCHANGED

Shares96 from 96

Change0 (0%)

Value$26 ($0)

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$24 ($0)

Filed 2026-10-08

Clearstead Advisors, LLC

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$18 ($0)

Filed 2026-11-06

Markowski Investments

UNCHANGED

Shares62 from 62

Change0 (0%)

Value$17 ($0)

Filed 2026-10-30

SJS Investment Consulting Inc.

UNCHANGED

Shares59 from 59

Change0 (0%)

Value$17 ($0)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$15 ($0)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares52 from 40

Change+12 (+30%)

Value$14 (+$3)

Filed 2026-10-16

Mather Group, Llc.

NEW

Shares41

Change+41

Value$11

Filed 2026-10-14

Centerpoint Advisors, LLC

NEW

Shares37

Change+37

Value$0

Filed 2026-11-05

McCarley & Cook Financial Planners

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$7 ($0)

Filed 2026-10-21

Lanark Financial, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$7 ($0)

Filed 2026-10-26

Country Trust Bank

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$7 ($0)

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$7 ($0)

Filed 2026-10-14

Kimelman & Baird, LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$7 ($0)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$5 ($0)

Filed 2026-10-16

Elevated Capital Advisors, LLC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$5 ($0)

Filed 2026-11-04

Balance Wealth Partners LLC

NEW

Shares14

Change+14

Value$0

Filed 2026-10-27

Fortis Group Advisors, LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$3 ($0)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$4 ($0)

Filed 2026-10-23

JFS Wealth Advisors, LLC

NEW

Shares4

Change+4

Value$2

Filed 2026-11-03

Next Level Wealth Planning, LLC

NEW

Shares2

Change+2

Value$1

Filed 2026-10-29

Downshift Financial, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$1 ($0)

Filed 2026-10-13

Capital Advisors, Ltd. LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Belvedere Trading LLC

CLOSED

Shares0 from 10,550

Change-10,550 (-100%)

Value$0 (-$33.0K)

Filed 2026-11-05

MCF Advisors LLC

CLOSED

Shares0 from 1,013

Change-1,013 (-100%)

Value$0 (-$279)

Filed 2026-10-28

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$207)

Filed 2026-11-06

Coston, McIsaac & Partners

CLOSED

Shares0 from 234

Change-234 (-100%)

Value$0 ($0)

Filed 2026-11-06

Spectrum Wealth Advisory Group, LLC

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$33)

Filed 2026-10-29

Walleye Capital LLC

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 4,817,500

Change-4,817,500 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 4,653,853

Change-4,653,853 (-100%)

Value—

DLD Asset Management, LP

N/A

Shares— from 3,170,000

Change-3,170,000 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 2,228,313

Change-2,228,313 (-100%)

Value—

Cable Car Capital, LPA

N/A

Shares— from 2,052,375

Change-2,052,375 (-100%)

Value—

Highbridge Capital Management LLC

N/A

Shares— from 1,258,325

Change-1,258,325 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 1,132,038

Change-1,132,038 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,055,687

Change-1,055,687 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 968,333

Change-968,333 (-100%)

Value—

CSS LLC

N/A

Shares— from 834,613

Change-834,613 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 800,000

Change-800,000 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 796,140

Change-796,140 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 764,586

Change-764,586 (-100%)

Value—

BW Gestao de Investimentos Ltda.

N/A

Shares— from 597,540

Change-597,540 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 561,318

Change-561,318 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 533,789

Change-533,789 (-100%)

Value—

Converium Capital Inc.

N/A

Shares— from 511,097

Change-511,097 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 362,328

Change-362,328 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 316,498

Change-316,498 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 316,498

Change-316,498 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 271,500

Change-271,500 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 269,856

Change-269,856 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 269,151

Change-269,151 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 252,730

Change-252,730 (-100%)

Value—

Storebrand Asset Management AS

N/A

Shares— from 251,794

Change-251,794 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 251,475

Change-251,475 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 236,457

Change-236,457 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 234,885

Change-234,885 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 187,233

Change-187,233 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 171,069

Change-171,069 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 167,087

Change-167,087 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 152,408

Change-152,408 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 109,776

Change-109,776 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 104,255

Change-104,255 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 83,054

Change-83,054 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 72,501

Change-72,501 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 44,754

Change-44,754 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 43,364

Change-43,364 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 32,796

Change-32,796 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 32,435

Change-32,435 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 30,800

Change-30,800 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 30,327

Change-30,327 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 29,613

Change-29,613 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

Unifi Asset Management LP

N/A

Shares— from 28,865

Change-28,865 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 23,597

Change-23,597 (-100%)

Value—

UBS Group AG

N/A

Shares— from 22,729

Change-22,729 (-100%)

Value—

Brave Asset Management Inc

N/A

Shares— from 19,500

Change-19,500 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 17,931

Change-17,931 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 16,387

Change-16,387 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 15,652

Change-15,652 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 14,760

Change-14,760 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 14,425

Change-14,425 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 12,194

Change-12,194 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,443

Change-8,443 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,428

Change-7,428 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,112

Change-6,112 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,434

Change-4,434 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,159

Change-2,159 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,942

Change-1,942 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,903

Change-1,903 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 1,563

Change-1,563 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,214

Change-1,214 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 750

Change-750 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 209

Change-209 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 198

Change-198 (-100%)

Value—

ESL Trust Services, LLC

N/A

Shares— from 150

Change-150 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 125

Change-125 (-100%)

Value—

Elequin Capital, LP

N/A

Shares— from 103

Change-103 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 68

Change-68 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 57

Change-57 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 48

Change-48 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 37

Change-37 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 24

Change-24 (-100%)

Value—

McMillan Office, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Vestcor Inc

N/A

Shares— from 19

Change-19 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 12

Change-12 (-100%)

Value—

Danske Bank A/S

N/A

Shares— from 5

Change-5 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Private Management Group Inc	DECREASED	466,306	473,537	-7,231	-2%	$130.2K	$128.6K	-$1.6K	2026-11-04
Calamos Advisors LLC	UNCHANGED	313,928	313,928	0	0%	$86.5K	$86.6K	+$125	2026-11-02
Barclays PLC	INCREASED	244,281	244,280	+1	0%	$67.2K	$67.4K	+$196	2026-11-06
Chicago Capital Management, LLC	UNCHANGED	95,980	95,980	0	0%	$26.4K	$26.5K	+$76	2026-10-21
Russell Investments Group, Ltd.	DECREASED	89,303	112,056	-22,753	-20%	$30.9K	$24.6K	-$6.2K	2026-11-06
Wolverine Asset Management LLC	INCREASED	88,892	72,946	+15,946	+22%	$20.1K	$24.5K	+$4.5K	2026-11-02
LPL Financial LLC	DECREASED	84,614	86,604	-1,990	-2%	$23.8K	$23.3K	-$480	2026-11-06
Geode Capital Management, LLC	UNCHANGED	48,980	48,980	0	0%	$13.5K	$13.5K	+$19	2026-11-06
HB Wealth Management, LLC	NEW	36,582	—	+36,582	—	—	$10.1K	—	2026-10-23
Sigma Planning Corp	UNCHANGED	33,345	33,345	0	0%	$9.2K	$9.2K	+$28	2026-10-23
Verus Capital Partners, LLC	NEW	31,199	—	+31,199	—	—	$8.6K	—	2026-11-03
AlphaCore Capital LLC	NEW	19,649	—	+19,649	—	—	$5.4K	—	2026-11-04
Prism Advisors, Inc.	UNCHANGED	15,535	15,535	0	0%	$4.3K	$4.0K	-$229	2026-10-09
Investors Research Corp	DECREASED	13,958	14,052	-94	-1%	$3.9K	$3.9K	-$14	2026-10-07
Yousif Capital Management, LLC	UNCHANGED	13,077	13,077	0	0%	$3.6K	$3.6K	+$11	2026-10-22
StoneX Group Inc.	NEW	12,950	—	+12,950	—	—	$4.0K	—	2026-11-03
Cidel Asset Management Inc	UNCHANGED	12,022	12,022	0	0%	$3.3K	$3.3K	+$10	2026-10-29
Mission Financial Group, LLC	UNCHANGED	10,602	10,602	0	0%	$2.9K	$2.9K	+$9	2026-10-21
Bfsg, LLC	UNCHANGED	8,387	8,387	0	0%	$2.3K	$2.3K	+$7	2026-10-30
Mascoma Wealth Management LLC	NEW	5,000	—	+5,000	—	—	$1.4K	—	2026-10-23
Nfsg Corp	UNCHANGED	2,420	2,420	0	0%	$665	$667	+$2	2026-10-15
Deseret Mutual Benefit Administrators	UNCHANGED	556	556	0	0%	$153	$153	$0	2026-11-04
CoreCap Advisors, LLC	UNCHANGED	545	545	0	0%	$150	$150	$0	2026-10-08
Allworth Financial LP	UNCHANGED	521	521	0	0%	$144	$144	$0	2026-11-06
Larson Financial Group LLC	UNCHANGED	500	500	0	0%	$137	$138	+$1	2026-11-05
Mosley Wealth Management	UNCHANGED	500	500	0	0%	$137	$110	-$27	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	388	326	+62	+19%	$90	$107	+$17	2026-11-04
Caitong International Asset Management Co., Ltd	UNCHANGED	322	322	0	0%	$89	$89	$0	2026-10-29
US Bancorp \de\	DECREASED	320	507	-187	-37%	$139	$88	-$51	2026-11-05
North Star Investment Management Corp.	UNCHANGED	282	282	0	0%	$78	$78	$0	2026-10-27
Nova Financial LLC	NEW	278	—	+278	—	—	$77	—	2026-11-04
PNC Financial Services Group, Inc.	DECREASED	276	684	-408	-60%	$188	$76	-$112	2026-11-06
True Wealth Design, LLC	UNCHANGED	275	275	0	0%	$76	$76	$0	2026-10-13
Assetmark, Inc	UNCHANGED	210	210	0	0%	$58	$58	$0	2026-10-21
Key Capital Management, Inc	UNCHANGED	170	170	0	0%	$47	$47	$0	2026-11-03
Fifth Third Bancorp	INCREASED	155	125	+30	+24%	$34	$43	+$9	2026-11-05
Carolina Wealth Advisors, LLC	NEW	144	—	+144	—	—	$40	—	2026-10-23
Farther Finance Advisors, LLC	DECREASED	126	256	-130	-51%	$70	$35	-$35	2026-10-08
Costello Asset Management, Inc	UNCHANGED	125	125	0	0%	$34	$34	$0	2026-10-30
TD Waterhouse Canada Inc.	UNCHANGED	125	125	0	0%	$36	$37	+$1	2026-10-16
Bare Financial Services, Inc	UNCHANGED	96	96	0	0%	$26	$26	$0	2026-11-04
Gamma Investing LLC	UNCHANGED	88	88	0	0%	$24	$24	$0	2026-10-08
Clearstead Advisors, LLC	UNCHANGED	62	62	0	0%	$18	$18	$0	2026-11-06
Markowski Investments	UNCHANGED	62	62	0	0%	$17	$17	$0	2026-10-30
SJS Investment Consulting Inc.	UNCHANGED	59	59	0	0%	$17	$17	$0	2026-10-26
Essential Partners LLC	UNCHANGED	53	53	0	0%	$15	$15	$0	2026-10-14
IFP Advisors, Inc	INCREASED	52	40	+12	+30%	$11	$14	+$3	2026-10-16
Mather Group, Llc.	NEW	41	—	+41	—	—	$11	—	2026-10-14
Centerpoint Advisors, LLC	NEW	37	—	+37	—	—	$0	—	2026-11-05
McCarley & Cook Financial Planners	UNCHANGED	27	27	0	0%	$7	$7	$0	2026-10-21
Lanark Financial, Inc.	UNCHANGED	26	26	0	0%	$7	$7	$0	2026-10-26
Country Trust Bank	UNCHANGED	25	25	0	0%	$7	$7	$0	2026-10-30
Triumph Capital Management	UNCHANGED	25	25	0	0%	$7	$7	$0	2026-10-14
Kimelman & Baird, LLC	UNCHANGED	25	25	0	0%	$7	$7	$0	2026-11-03
DiNuzzo Private Wealth, Inc.	UNCHANGED	18	18	0	0%	$5	$5	$0	2026-10-16
Elevated Capital Advisors, LLC	UNCHANGED	18	18	0	0%	$5	$5	$0	2026-11-04
Balance Wealth Partners LLC	NEW	14	—	+14	—	—	$0	—	2026-10-27
Fortis Group Advisors, LLC	UNCHANGED	12	12	0	0%	$3	$3	$0	2026-11-06
Valley National Advisers Inc	UNCHANGED	11	11	0	0%	$4	$4	$0	2026-10-23
JFS Wealth Advisors, LLC	NEW	4	—	+4	—	—	$2	—	2026-11-03
Next Level Wealth Planning, LLC	NEW	2	—	+2	—	—	$1	—	2026-10-29
Downshift Financial, LLC	UNCHANGED	2	2	0	0%	$1	$1	$0	2026-10-13
Capital Advisors, Ltd. LLC	UNCHANGED	1	1	0	0%	$0	$0	$0	2026-10-27
Belvedere Trading LLC	CLOSED	0	10,550	-10,550	-100%	$33.0K	$0	-$33.0K	2026-11-05
MCF Advisors LLC	CLOSED	0	1,013	-1,013	-100%	$279	$0	-$279	2026-10-28
Institute for Wealth Management, Llc.	CLOSED	0	750	-750	-100%	$207	$0	-$207	2026-11-06
Coston, McIsaac & Partners	CLOSED	0	234	-234	-100%	$0	$0	$0	2026-11-06
Spectrum Wealth Advisory Group, LLC	CLOSED	0	119	-119	-100%	$33	$0	-$33	2026-10-29
Walleye Capital LLC	N/A	—	5,000,000	-5,000,000	-100%	$1.4M	—	—	—
LMR Partners LLP	N/A	—	4,817,500	-4,817,500	-100%	$1.3M	—	—	—
Whitebox Advisors LLC	N/A	—	4,653,853	-4,653,853	-100%	$1.3M	—	—	—
DLD Asset Management, LP	N/A	—	3,170,000	-3,170,000	-100%	$871.8K	—	—	—
Caption Management, LLC	N/A	—	2,228,313	-2,228,313	-100%	$612.8K	—	—	—
Cable Car Capital, LPA	N/A	—	2,052,375	-2,052,375	-100%	$564.3K	—	—	—
Highbridge Capital Management LLC	N/A	—	1,258,325	-1,258,325	-100%	$369.9K	—	—	—
Sculptor Capital LP	N/A	—	1,132,038	-1,132,038	-100%	$311.3K	—	—	—
JPMorgan Chase & Co	N/A	—	1,055,687	-1,055,687	-100%	$310.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	968,333	-968,333	-100%	$266.7K	—	—	—
CSS LLC	N/A	—	834,613	-834,613	-100%	$229.5K	—	—	—
Greenland Capital Management LP	N/A	—	800,000	-800,000	-100%	$219.9K	—	—	—
AQR Capital Management LLC	N/A	—	796,140	-796,140	-100%	$218.9K	—	—	—
Hudson Bay Capital Management LP	N/A	—	764,586	-764,586	-100%	$210.3K	—	—	—
BW Gestao de Investimentos Ltda.	N/A	—	597,540	-597,540	-100%	$164.6K	—	—	—
Morgan Stanley	N/A	—	561,318	-561,318	-100%	$154.3K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	533,789	-533,789	-100%	$146.8K	—	—	—
Converium Capital Inc.	N/A	—	511,097	-511,097	-100%	$140.8K	—	—	—
Camden Asset Management L P	N/A	—	362,328	-362,328	-100%	$0	—	—	—
Empowered Funds, LLC	N/A	—	316,498	-316,498	-100%	$87.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	316,498	-316,498	-100%	$87.2K	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	271,500	-271,500	-100%	$74.7K	—	—	—
Goldman Sachs Group Inc	N/A	—	269,856	-269,856	-100%	$74.2K	—	—	—
Toronto Dominion Bank	N/A	—	269,151	-269,151	-100%	$74.0K	—	—	—
Jane Street Group, LLC	N/A	—	252,730	-252,730	-100%	$69.5K	—	—	—
Storebrand Asset Management AS	N/A	—	251,794	-251,794	-100%	$69.2K	—	—	—
Kovack Advisors, Inc.	N/A	—	251,475	-251,475	-100%	$75.4K	—	—	—
Peak6 LLC	N/A	—	236,457	-236,457	-100%	$65.0K	—	—	—
Two Sigma Investments, LP	N/A	—	234,885	-234,885	-100%	$64.6K	—	—	—
Boothbay Fund Management, LLC	N/A	—	200,000	-200,000	-100%	$626.0K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	187,233	-187,233	-100%	$51.6K	—	—	—
Balyasny Asset Management L.P.	N/A	—	171,069	-171,069	-100%	$47.0K	—	—	—
Squarepoint Ops LLC	N/A	—	167,087	-167,087	-100%	$46.0K	—	—	—
Clear Street Group Inc.	N/A	—	152,408	-152,408	-100%	$41.9K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	125,000	-125,000	-100%	$34.4K	—	—	—
Bank of America Corp	N/A	—	109,776	-109,776	-100%	$30.1K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	104,255	-104,255	-100%	$28.7K	—	—	—
Rangeley Capital, LLC	N/A	—	100,000	-100,000	-100%	$313.0K	—	—	—
Wells Fargo & Company	N/A	—	83,054	-83,054	-100%	$22.8K	—	—	—
Jain Global LLC	N/A	—	72,501	-72,501	-100%	$19.9K	—	—	—
Nomura Holdings Inc	N/A	—	44,754	-44,754	-100%	$12.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	43,364	-43,364	-100%	$11.9K	—	—	—
Odyssean, LLC	N/A	—	32,796	-32,796	-100%	$9.0K	—	—	—
Stifel Financial Corp	N/A	—	32,435	-32,435	-100%	$8.9K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	30,800	-30,800	-100%	$8.5K	—	—	—
Marathon Trading Investment Management LLC	N/A	—	30,327	-30,327	-100%	$8.3K	—	—	—
BlackRock, Inc.	N/A	—	29,613	-29,613	-100%	$8.1K	—	—	—
Gabelli Funds LLC	N/A	—	29,000	-29,000	-100%	$8.0K	—	—	—
Unifi Asset Management LP	N/A	—	28,865	-28,865	-100%	$7.9K	—	—	—
Virtu Financial LLC	N/A	—	23,597	-23,597	-100%	$6	—	—	—
UBS Group AG	N/A	—	22,729	-22,729	-100%	$6.3K	—	—	—
Brave Asset Management Inc	N/A	—	19,500	-19,500	-100%	$5.4K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	17,931	-17,931	-100%	$4.9K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	16,387	-16,387	-100%	$4.5K	—	—	—
Arkadios Wealth Advisors	N/A	—	15,652	-15,652	-100%	$4.3K	—	—	—
Point72 Asset Management, L.P.	N/A	—	14,760	-14,760	-100%	$4.1K	—	—	—
Private Advisor Group, LLC	N/A	—	14,425	-14,425	-100%	$4.0K	—	—	—
Wealthfront Advisers LLC	N/A	—	12,194	-12,194	-100%	$3.4K	—	—	—
Invesco Ltd.	N/A	—	11,000	-11,000	-100%	$3.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,443	-8,443	-100%	$2.3K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,428	-7,428	-100%	$2	—	—	—
Royal Bank of Canada	N/A	—	6,112	-6,112	-100%	$2.0K	—	—	—
Franklin Resources Inc	N/A	—	4,434	-4,434	-100%	$1.2K	—	—	—
Acadian Asset Management LLC	N/A	—	2,159	-2,159	-100%	$0	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,942	-1,942	-100%	$532	—	—	—
Arax Advisory Partners	N/A	—	1,903	-1,903	-100%	$524	—	—	—
Atlantic Union Bankshares Corp	N/A	—	1,563	-1,563	-100%	$430	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,214	-1,214	-100%	$334	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	750	-750	-100%	$206	—	—	—
Jones Financial Companies Lllp	N/A	—	209	-209	-100%	$61	—	—	—
Harbour Investments, Inc.	N/A	—	198	-198	-100%	$54	—	—	—
ESL Trust Services, LLC	N/A	—	150	-150	-100%	$41	—	—	—
Johnson Financial Group, Inc.	N/A	—	125	-125	-100%	$35	—	—	—
Elequin Capital, LP	N/A	—	103	-103	-100%	$28	—	—	—
BFC Planning, Inc.	N/A	—	68	-68	-100%	$19	—	—	—
Ameritas Advisory Services, LLC	N/A	—	66	-66	-100%	$18	—	—	—
LRI Investments, LLC	N/A	—	59	-59	-100%	$16	—	—	—
Rothschild Investment LLC	N/A	—	57	-57	-100%	$16	—	—	—
Global Retirement Partners, LLC	N/A	—	48	-48	-100%	$13	—	—	—
Millstone Evans Group, LLC	N/A	—	43	-43	-100%	$12	—	—	—
Webster Bank, N. A.	N/A	—	37	-37	-100%	$10	—	—	—
Smartleaf Asset Management LLC	N/A	—	24	-24	-100%	$7	—	—	—
SHP Wealth Management	N/A	—	24	-24	-100%	$7	—	—	—
McMillan Office, Inc.	N/A	—	20	-20	-100%	$5	—	—	—
Vestcor Inc	N/A	—	19	-19	-100%	$0	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	13	-13	-100%	$4	—	—	—
PlanVest Financial, Inc	N/A	—	12	-12	-100%	$3	—	—	—
Danske Bank A/S	N/A	—	5	-5	-100%	$1	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1	-1	-100%	$0	—	—	—

Showing 157 of 157 institutions