Xperi Inc (XPER)

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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Dimensional Fund Advisors LP

INCREASED

Shares1,458,677 from 1,269,590

Change+189,087 (+15%)

Value$8.0M (-$2.4M)

Filed 2026-11-04

TSP Capital Management Group, LLC

INCREASED

Shares1,135,706 from 879,076

Change+256,630 (+29%)

Value$6.3M (-$977.1K)

Filed 2026-10-15

Geode Capital Management, LLC

DECREASED

Shares1,064,868 from 1,207,370

Change-142,502 (-12%)

Value$5.9M (-$4.1M)

Filed 2026-11-06

Waterfront Wealth Inc.

INCREASED

Shares935,294 from 621,629

Change+313,665 (+50%)

Value$4.8M (-$2.3K)

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

INCREASED

Shares263,873 from 47,724

Change+216,149 (+453%)

Value$1.5M (+$1.1M)

Filed 2026-10-16

Bank of New York Mellon Corp

INCREASED

Shares220,886 from 207,518

Change+13,368 (+6%)

Value$1.2M (-$490.8K)

Filed 2026-11-05

Assenagon Asset Management S.A.

DECREASED

Shares128,993 from 391,345

Change-262,352 (-67%)

Value$710.8K (-$2.5M)

Filed 2026-10-15

Russell Investments Group, Ltd.

DECREASED

Shares103,113 from 130,758

Change-27,645 (-21%)

Value$568.7K (-$508.0K)

Filed 2026-11-06

LSV Asset Management

INCREASED

Shares47,900 from 40,800

Change+7,100 (+17%)

Value$264 (-$335.7K)

Filed 2026-11-06

Simplex Trading, LLC

DECREASED

Shares33,123 from 36,562

Change-3,439 (-9%)

Value$182.5K (-$118.4K)

Filed 2026-11-04

State of Wyoming

NEW

Shares29,600

Change+29,600

Value$163.1K

Filed 2026-10-28

MacKenzie Financial Corp

DECREASED

Shares24,035 from 24,911

Change-876 (-4%)

Value$132.4K (-$72.6K)

Filed 2026-11-02

Arkfeld Wealth Strategies, L.L.C.

INCREASED

Shares22,108 from 12,463

Change+9,645 (+77%)

Value$117.8K (+$17.1K)

Filed 2026-10-19

Barclays PLC

INCREASED

Shares21,258 from 8,997

Change+12,261 (+136%)

Value$117.1K (+$43.1K)

Filed 2026-11-06

Endeavor Private Wealth, Inc.

INCREASED

Shares19,702 from 13,616

Change+6,086 (+45%)

Value$108.6K (-$3.5K)

Filed 2026-11-05

Tactive Advisors, LLC

DECREASED

Shares16,876 from 17,501

Change-625 (-4%)

Value$93.0K (-$51.0K)

Filed 2026-10-08

Mirae Asset Global Investments Co., Ltd.

NEW

Shares14,367

Change+14,367

Value$79.2K

Filed 2026-11-03

Abel Hall, LLC

DECREASED

Shares13,386 from 16,528

Change-3,142 (-19%)

Value$73.8K (-$62.3K)

Filed 2026-10-19

Savant Capital, LLC

NEW

Shares10,102

Change+10,102

Value$55.7K

Filed 2026-11-06

Investors Research Corp

UNCHANGED

Shares7,659 from 7,659

Change0 (0%)

Value$42.2K (-$20.8K)

Filed 2026-10-07

Citigroup Inc

DECREASED

Shares4,769 from 50,442

Change-45,673 (-91%)

Value$26.3K (-$388.9K)

Filed 2026-11-04

Nisa Investment Advisors, LLC

UNCHANGED

Shares2,788 from 2,788

Change0 (0%)

Value$15.4K (-$7.6K)

Filed 2026-10-20

Versant Capital Management, Inc

INCREASED

Shares1,607 from 424

Change+1,183 (+279%)

Value$8.9K (+$5.4K)

Filed 2026-10-02

Allworth Financial LP

UNCHANGED

Shares1,329 from 1,329

Change0 (0%)

Value$10.9K ($0)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares907 from 927

Change-20 (-2%)

Value$5.0K (-$2.6K)

Filed 2026-10-22

Gamma Investing LLC

DECREASED

Shares609 from 2,713

Change-2,104 (-78%)

Value$3.4K (-$19.0K)

Filed 2026-10-08

Fifth Third Bancorp

DECREASED

Shares552 from 1,003

Change-451 (-45%)

Value$3.0K (-$5.2K)

Filed 2026-11-05

Farther Finance Advisors, LLC

INCREASED

Shares463 from 322

Change+141 (+44%)

Value$2.6K (-$100)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares315

Change+315

Value$1.7K

Filed 2026-10-30

EverSource Wealth Advisors, LLC

DECREASED

Shares301 from 529

Change-228 (-43%)

Value$1.7K (-$2.7K)

Filed 2026-11-04

SJS Investment Consulting Inc.

INCREASED

Shares208 from 60

Change+148 (+247%)

Value$1.1K (+$653)

Filed 2026-10-26

Essential Partners LLC

DECREASED

Shares140 from 338

Change-198 (-59%)

Value$771 (-$2.0K)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

INCREASED

Shares139 from 46

Change+93 (+202%)

Value$766 (+$387)

Filed 2026-10-29

Root Financial Partners, LLC

NEW

Shares131

Change+131

Value$722

Filed 2026-10-21

PNC Financial Services Group, Inc.

DECREASED

Shares129 from 346

Change-217 (-63%)

Value$711 (-$2.1K)

Filed 2026-11-06

True Wealth Design, LLC

DECREASED

Shares48 from 205

Change-157 (-77%)

Value$265 (-$1.4K)

Filed 2026-10-13

Covestor Ltd

DECREASED

Shares32 from 53

Change-21 (-40%)

Value$0 ($0)

Filed 2026-10-30

SBI Securities Co., Ltd.

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$121 (-$60)

Filed 2026-10-22

Centerpoint Advisors, LLC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$0 ($0)

Filed 2026-11-05

Creative Financial Designs Inc

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$61 (-$30)

Filed 2026-11-04

Pacific Center for Financial Services

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$34 (-$16)

Filed 2026-10-15

Capital Advisors, Ltd. LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 16,290

Change-16,290 (-100%)

Value$0 (-$126.9K)

Filed 2026-10-13

Meridian Wealth Management, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$82.3K)

Filed 2026-11-05

State of Alaska, Department of Revenue

CLOSED

Shares0 from 1,995

Change-1,995 (-100%)

Value$0 (-$16)

Filed 2026-10-15

Parkside Financial Bank & Trust

CLOSED

Shares0 from 108

Change-108 (-100%)

Value$0 (-$889)

Filed 2026-10-27

Parallel Advisors, LLC

CLOSED

Shares0 from 97

Change-97 (-100%)

Value$0 (-$798)

Filed 2026-11-03

Fortitude Family Office, LLC

CLOSED

Shares0 from 31

Change-31 (-100%)

Value$0 (-$255)

Filed 2026-10-14

Hilltop National Bank

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$8)

Filed 2026-10-14

Rubric Capital Management LPA

N/A

Shares— from 4,143,744

Change-4,143,744 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,040,053

Change-4,040,053 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 3,092,416

Change-3,092,416 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 2,864,605

Change-2,864,605 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 2,483,786

Change-2,483,786 (-100%)

Value—

Clearline Capital LP

N/A

Shares— from 2,475,135

Change-2,475,135 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 2,045,746

Change-2,045,746 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 2,035,886

Change-2,035,886 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 1,307,949

Change-1,307,949 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 1,110,615

Change-1,110,615 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,078,178

Change-1,078,178 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,006,453

Change-1,006,453 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 703,114

Change-703,114 (-100%)

Value—

FMR LLC

N/A

Shares— from 688,262

Change-688,262 (-100%)

Value—

Potomac Capital Management, Inc.

N/A

Shares— from 624,300

Change-624,300 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 571,534

Change-571,534 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 548,981

Change-548,981 (-100%)

Value—

Immersion Corp

N/A

Shares— from 542,646

Change-542,646 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 509,983

Change-509,983 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 507,951

Change-507,951 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 494,266

Change-494,266 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 467,713

Change-467,713 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 452,848

Change-452,848 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 438,668

Change-438,668 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 417,615

Change-417,615 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 400,638

Change-400,638 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 388,939

Change-388,939 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 337,663

Change-337,663 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 317,870

Change-317,870 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 307,745

Change-307,745 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 230,048

Change-230,048 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 221,224

Change-221,224 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 187,918

Change-187,918 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 182,513

Change-182,513 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 159,986

Change-159,986 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 135,978

Change-135,978 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 129,135

Change-129,135 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 108,613

Change-108,613 (-100%)

Value—

UBS Group AG

N/A

Shares— from 105,588

Change-105,588 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 103,400

Change-103,400 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 97,675

Change-97,675 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 95,335

Change-95,335 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 93,878

Change-93,878 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 86,694

Change-86,694 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 86,573

Change-86,573 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 81,071

Change-81,071 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 79,721

Change-79,721 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 76,799

Change-76,799 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 69,716

Change-69,716 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 64,688

Change-64,688 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 63,078

Change-63,078 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 59,267

Change-59,267 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 58,852

Change-58,852 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 53,687

Change-53,687 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 53,387

Change-53,387 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 51,773

Change-51,773 (-100%)

Value—

Prelude Capital Management, LLC

N/A

Shares— from 51,678

Change-51,678 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 48,300

Change-48,300 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 47,843

Change-47,843 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 47,257

Change-47,257 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 42,277

Change-42,277 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 41,945

Change-41,945 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 37,481

Change-37,481 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 34,795

Change-34,795 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 34,096

Change-34,096 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 33,160

Change-33,160 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 32,051

Change-32,051 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 32,040

Change-32,040 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 29,069

Change-29,069 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 28,820

Change-28,820 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 28,035

Change-28,035 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 27,922

Change-27,922 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 27,335

Change-27,335 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 26,583

Change-26,583 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 23,393

Change-23,393 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 21,079

Change-21,079 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 18,283

Change-18,283 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 14,938

Change-14,938 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 14,296

Change-14,296 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,542

Change-13,542 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 13,462

Change-13,462 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 12,896

Change-12,896 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 12,300

Change-12,300 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 12,170

Change-12,170 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 11,955

Change-11,955 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,013

Change-10,013 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,900

Change-8,900 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,549

Change-8,549 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 7,020

Change-7,020 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 6,897

Change-6,897 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 4,189

Change-4,189 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 4,164

Change-4,164 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 3,250

Change-3,250 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,910

Change-2,910 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,055

Change-2,055 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,931

Change-1,931 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,781

Change-1,781 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,658

Change-1,658 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 1,232

Change-1,232 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 633

Change-633 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 319

Change-319 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 307

Change-307 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 226

Change-226 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 167

Change-167 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 108

Change-108 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 58

Change-58 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 4

Change-4 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	1,458,677	1,269,590	+189,087	+15%	$10.4M	$8.0M	-$2.4M	2026-11-04
TSP Capital Management Group, LLC	INCREASED	1,135,706	879,076	+256,630	+29%	$7.2M	$6.3M	-$977.1K	2026-10-15
Geode Capital Management, LLC	DECREASED	1,064,868	1,207,370	-142,502	-12%	$9.9M	$5.9M	-$4.1M	2026-11-06
Waterfront Wealth Inc.	INCREASED	935,294	621,629	+313,665	+50%	$4.8M	$4.8M	-$2.3K	2026-11-03
Y-Intercept (Hong Kong) Ltd	INCREASED	263,873	47,724	+216,149	+453%	$392.8K	$1.5M	+$1.1M	2026-10-16
Bank of New York Mellon Corp	INCREASED	220,886	207,518	+13,368	+6%	$1.7M	$1.2M	-$490.8K	2026-11-05
Assenagon Asset Management S.A.	DECREASED	128,993	391,345	-262,352	-67%	$3.2M	$710.8K	-$2.5M	2026-10-15
Russell Investments Group, Ltd.	DECREASED	103,113	130,758	-27,645	-21%	$1.1M	$568.7K	-$508.0K	2026-11-06
LSV Asset Management	INCREASED	47,900	40,800	+7,100	+17%	$336.0K	$264	-$335.7K	2026-11-06
Simplex Trading, LLC	DECREASED	33,123	36,562	-3,439	-9%	$300.9K	$182.5K	-$118.4K	2026-11-04
State of Wyoming	NEW	29,600	—	+29,600	—	—	$163.1K	—	2026-10-28
MacKenzie Financial Corp	DECREASED	24,035	24,911	-876	-4%	$205.0K	$132.4K	-$72.6K	2026-11-02
Arkfeld Wealth Strategies, L.L.C.	INCREASED	22,108	12,463	+9,645	+77%	$100.7K	$117.8K	+$17.1K	2026-10-19
Barclays PLC	INCREASED	21,258	8,997	+12,261	+136%	$74.0K	$117.1K	+$43.1K	2026-11-06
Endeavor Private Wealth, Inc.	INCREASED	19,702	13,616	+6,086	+45%	$112.1K	$108.6K	-$3.5K	2026-11-05
Tactive Advisors, LLC	DECREASED	16,876	17,501	-625	-4%	$144.0K	$93.0K	-$51.0K	2026-10-08
Mirae Asset Global Investments Co., Ltd.	NEW	14,367	—	+14,367	—	—	$79.2K	—	2026-11-03
Abel Hall, LLC	DECREASED	13,386	16,528	-3,142	-19%	$136.0K	$73.8K	-$62.3K	2026-10-19
Savant Capital, LLC	NEW	10,102	—	+10,102	—	—	$55.7K	—	2026-11-06
Investors Research Corp	UNCHANGED	7,659	7,659	0	0%	$63.0K	$42.2K	-$20.8K	2026-10-07
Citigroup Inc	DECREASED	4,769	50,442	-45,673	-91%	$415.1K	$26.3K	-$388.9K	2026-11-04
Nisa Investment Advisors, LLC	UNCHANGED	2,788	2,788	0	0%	$22.9K	$15.4K	-$7.6K	2026-10-20
Versant Capital Management, Inc	INCREASED	1,607	424	+1,183	+279%	$3.5K	$8.9K	+$5.4K	2026-10-02
Allworth Financial LP	UNCHANGED	1,329	1,329	0	0%	$10.9K	$10.9K	$0	2026-11-06
Sterling Capital Management LLC	DECREASED	907	927	-20	-2%	$7.6K	$5.0K	-$2.6K	2026-10-22
Gamma Investing LLC	DECREASED	609	2,713	-2,104	-78%	$22.3K	$3.4K	-$19.0K	2026-10-08
Fifth Third Bancorp	DECREASED	552	1,003	-451	-45%	$8.3K	$3.0K	-$5.2K	2026-11-05
Farther Finance Advisors, LLC	INCREASED	463	322	+141	+44%	$2.7K	$2.6K	-$100	2026-10-08
Provenance Wealth Advisors, LLC	NEW	315	—	+315	—	—	$1.7K	—	2026-10-30
EverSource Wealth Advisors, LLC	DECREASED	301	529	-228	-43%	$4.4K	$1.7K	-$2.7K	2026-11-04
SJS Investment Consulting Inc.	INCREASED	208	60	+148	+247%	$494	$1.1K	+$653	2026-10-26
Essential Partners LLC	DECREASED	140	338	-198	-59%	$2.8K	$771	-$2.0K	2026-10-14
Caitong International Asset Management Co., Ltd	INCREASED	139	46	+93	+202%	$379	$766	+$387	2026-10-29
Root Financial Partners, LLC	NEW	131	—	+131	—	—	$722	—	2026-10-21
PNC Financial Services Group, Inc.	DECREASED	129	346	-217	-63%	$2.8K	$711	-$2.1K	2026-11-06
True Wealth Design, LLC	DECREASED	48	205	-157	-77%	$1.7K	$265	-$1.4K	2026-10-13
Covestor Ltd	DECREASED	32	53	-21	-40%	$0	$0	$0	2026-10-30
SBI Securities Co., Ltd.	UNCHANGED	22	22	0	0%	$181	$121	-$60	2026-10-22
Centerpoint Advisors, LLC	UNCHANGED	17	17	0	0%	$0	$0	$0	2026-11-05
Creative Financial Designs Inc	UNCHANGED	11	11	0	0%	$91	$61	-$30	2026-11-04
Pacific Center for Financial Services	UNCHANGED	6	6	0	0%	$50	$34	-$16	2026-10-15
Capital Advisors, Ltd. LLC	UNCHANGED	2	2	0	0%	$0	$0	$0	2026-10-27
Wealth Enhancement Advisory Services, LLC	CLOSED	0	16,290	-16,290	-100%	$126.9K	$0	-$126.9K	2026-10-13
Meridian Wealth Management, LLC	CLOSED	0	10,000	-10,000	-100%	$82.3K	$0	-$82.3K	2026-11-05
State of Alaska, Department of Revenue	CLOSED	0	1,995	-1,995	-100%	$16	$0	-$16	2026-10-15
Parkside Financial Bank & Trust	CLOSED	0	108	-108	-100%	$889	$0	-$889	2026-10-27
Parallel Advisors, LLC	CLOSED	0	97	-97	-100%	$798	$0	-$798	2026-11-03
Fortitude Family Office, LLC	CLOSED	0	31	-31	-100%	$255	$0	-$255	2026-10-14
Hilltop National Bank	CLOSED	0	1	-1	-100%	$8	$0	-$8	2026-10-14
Rubric Capital Management LPA	N/A	—	4,143,744	-4,143,744	-100%	$34.1M	—	—	—
BlackRock, Inc.	N/A	—	4,040,053	-4,040,053	-100%	$33.2M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	3,092,416	-3,092,416	-100%	$25.5M	—	—	—
Neuberger Berman Group LLC	N/A	—	2,864,605	-2,864,605	-100%	$23.6M	—	—	—
Wellington Management Group LLP	N/A	—	2,483,786	-2,483,786	-100%	$20.4M	—	—	—
Clearline Capital LP	N/A	—	2,475,135	-2,475,135	-100%	$20.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	2,045,746	-2,045,746	-100%	$16.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	2,035,886	-2,035,886	-100%	$16.8M	—	—	—
Acadian Asset Management LLC	N/A	—	1,307,949	-1,307,949	-100%	$10.7M	—	—	—
Caption Management, LLC	N/A	—	1,110,615	-1,110,615	-100%	$9.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,078,178	-1,078,178	-100%	$8.9M	—	—	—
State Street Corp	N/A	—	1,006,453	-1,006,453	-100%	$8.3M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	703,114	-703,114	-100%	$5.8M	—	—	—
FMR LLC	N/A	—	688,262	-688,262	-100%	$5.7M	—	—	—
Potomac Capital Management, Inc.	N/A	—	624,300	-624,300	-100%	$5.1M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	571,534	-571,534	-100%	$4.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	548,981	-548,981	-100%	$4.5M	—	—	—
Immersion Corp	N/A	—	542,646	-542,646	-100%	$4.5M	—	—	—
Renaissance Technologies LLC	N/A	—	509,983	-509,983	-100%	$4.2M	—	—	—
American Century Companies Inc	N/A	—	507,951	-507,951	-100%	$4.2M	—	—	—
JPMorgan Chase & Co	N/A	—	494,266	-494,266	-100%	$4.1M	—	—	—
Morgan Stanley	N/A	—	467,713	-467,713	-100%	$3.8M	—	—	—
AQR Capital Management LLC	N/A	—	452,848	-452,848	-100%	$3.7M	—	—	—
Algert Global LLC	N/A	—	438,668	-438,668	-100%	$3.6M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	417,615	-417,615	-100%	$3.4M	—	—	—
Northern Trust Corp	N/A	—	400,638	-400,638	-100%	$3.3M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	388,939	-388,939	-100%	$3.2M	—	—	—
Bank of America Corp	N/A	—	337,663	-337,663	-100%	$2.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	317,870	-317,870	-100%	$2.6M	—	—	—
Millennium Management LLC	N/A	—	307,745	-307,745	-100%	$2.5M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	230,048	-230,048	-100%	$1.9M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	221,224	-221,224	-100%	$1.8M	—	—	—
Jane Street Group, LLC	N/A	—	187,918	-187,918	-100%	$1.5M	—	—	—
Lazard Asset Management LLC	N/A	—	182,513	-182,513	-100%	$1.5M	—	—	—
Marshall Wace, LLP	N/A	—	159,986	-159,986	-100%	$1.3M	—	—	—
Nuveen, LLC	N/A	—	135,978	-135,978	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	129,135	-129,135	-100%	$1.1M	—	—	—
Quantinno Capital Management LP	N/A	—	108,613	-108,613	-100%	$893.9K	—	—	—
UBS Group AG	N/A	—	105,588	-105,588	-100%	$869.0K	—	—	—
Raymond James Financial Inc	N/A	—	103,400	-103,400	-100%	$851.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	97,675	-97,675	-100%	$803.9K	—	—	—
Trexquant Investment LP	N/A	—	95,335	-95,335	-100%	$784.6K	—	—	—
Two Sigma Investments, LP	N/A	—	93,878	-93,878	-100%	$772.6K	—	—	—
Point72 Asset Management, L.P.	N/A	—	86,694	-86,694	-100%	$713.5K	—	—	—
Mariner, LLC	N/A	—	86,573	-86,573	-100%	$712.5K	—	—	—
American Financial Group Inc	N/A	—	81,071	-81,071	-100%	$667.2K	—	—	—
Price T Rowe Associates Inc	N/A	—	79,721	-79,721	-100%	$657.0K	—	—	—
Invesco Ltd.	N/A	—	76,799	-76,799	-100%	$632.1K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	69,716	-69,716	-100%	$573.8K	—	—	—
HSBC Holdings PLC	N/A	—	64,688	-64,688	-100%	$531.7K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	63,078	-63,078	-100%	$519.1K	—	—	—
Wells Fargo & Company	N/A	—	59,267	-59,267	-100%	$487.8K	—	—	—
Rhumbline Advisers	N/A	—	58,852	-58,852	-100%	$484.3K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	53,687	-53,687	-100%	$441.8K	—	—	—
SG Americas Securities, LLC	N/A	—	53,387	-53,387	-100%	$439.0K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	51,773	-51,773	-100%	$426.1K	—	—	—
Prelude Capital Management, LLC	N/A	—	51,678	-51,678	-100%	$425.3K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	48,300	-48,300	-100%	$397.5K	—	—	—
Prudential Financial Inc	N/A	—	47,843	-47,843	-100%	$393.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	47,257	-47,257	-100%	$388.9K	—	—	—
Alliancebernstein L.P.	N/A	—	42,277	-42,277	-100%	$236.8K	—	—	—
Deutsche Bank Ag\	N/A	—	41,945	-41,945	-100%	$345.2K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	37,481	-37,481	-100%	$308.5K	—	—	—
Mercer Global Advisors Inc	N/A	—	34,795	-34,795	-100%	$286.4K	—	—	—
Walleye Capital LLC	N/A	—	34,096	-34,096	-100%	$280.6K	—	—	—
Franklin Resources Inc	N/A	—	33,160	-33,160	-100%	$272.9K	—	—	—
Natixis Advisors, LLC	N/A	—	32,051	-32,051	-100%	$263.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	32,040	-32,040	-100%	$258.6K	—	—	—
Peak6 LLC	N/A	—	29,069	-29,069	-100%	$239.2K	—	—	—
SEI Investments Co	N/A	—	28,820	-28,820	-100%	$237.3K	—	—	—
nVerses Capital, LLC	N/A	—	28,035	-28,035	-100%	$230.7K	—	—	—
Cerity Partners LLC	N/A	—	27,922	-27,922	-100%	$229.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	27,335	-27,335	-100%	$225.0K	—	—	—
IEQ Capital, LLC	N/A	—	26,583	-26,583	-100%	$218.8K	—	—	—
XTX Topco Ltd	N/A	—	23,393	-23,393	-100%	$192.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	21,079	-21,079	-100%	$173.5K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	18,283	-18,283	-100%	$150.5K	—	—	—
Citadel Advisors LLC	N/A	—	14,938	-14,938	-100%	$122.9K	—	—	—
Brevan Howard Capital Management LP	N/A	—	14,296	-14,296	-100%	$117.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,542	-13,542	-100%	$111.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	13,462	-13,462	-100%	$110.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	12,896	-12,896	-100%	$106.1K	—	—	—
Winton Group Ltd	N/A	—	12,300	-12,300	-100%	$101.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	12,170	-12,170	-100%	$100.2K	—	—	—
Intech Investment Management LLC	N/A	—	11,955	-11,955	-100%	$98.4K	—	—	—
Voya Investment Management LLC	N/A	—	10,013	-10,013	-100%	$82.4K	—	—	—
New York State Common Retirement Fund	N/A	—	8,900	-8,900	-100%	$73.2K	—	—	—
Arax Advisory Partners	N/A	—	8,549	-8,549	-100%	$70.4K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	7,020	-7,020	-100%	$58.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	6,897	-6,897	-100%	$56.8K	—	—	—
Legal & General Group Plc	N/A	—	4,189	-4,189	-100%	$34.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	4,164	-4,164	-100%	$34.3K	—	—	—
UBS Asset Management Americas LLC	N/A	—	3,250	-3,250	-100%	$26.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,910	-2,910	-100%	$23.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,055	-2,055	-100%	$16.9K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,931	-1,931	-100%	$15.9K	—	—	—
Royal Bank of Canada	N/A	—	1,781	-1,781	-100%	$15.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,658	-1,658	-100%	$13.6K	—	—	—
WealthCollab, LLC	N/A	—	1,232	-1,232	-100%	$10.1K	—	—	—
California State Teachers Retirement System	N/A	—	633	-633	-100%	$5.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	400	-400	-100%	$3.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	319	-319	-100%	$2.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	307	-307	-100%	$2.5K	—	—	—
Rothschild Investment LLC	N/A	—	226	-226	-100%	$1.9K	—	—	—
Advisors Asset Management, Inc.	N/A	—	167	-167	-100%	$1.4K	—	—	—
Optiver Holding B.V.	N/A	—	108	-108	-100%	$889	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	58	-58	-100%	$477	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	4	-4	-100%	$33	—	—	—
Whittier Trust Co	N/A	—	2	-2	-100%	$16	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$8	—	—	—

Showing 159 of 159 institutions