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York Water Co (YORW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares415,349 from 421,682
Change-6,333 (-1%)
Value$12.7M (-$206.5K)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares312,222 from 311,672
Change+550 (+0%)
Value$9.6M (+$7.4K)
Filed 2026-11-04
Reaves W H & Co Inc
DECREASED
Shares253,000 from 275,000
Change-22,000 (-8%)
Value$7.7M (-$681.9K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares151,866 from 153,816
Change-1,950 (-1%)
Value$4.7M (-$64.3K)
Filed 2026-11-05
Penn Capital Management Company, LLC
INCREASED
Shares100,101 from 97,796
Change+2,305 (+2%)
Value$3.1M (+$67.6K)
Filed 2026-11-04
John G Ullman & Associates Inc
DECREASED
Shares89,875 from 92,975
Change-3,100 (-3%)
Value$2.8M (-$97.7K)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares50,273 from 41,575
Change+8,698 (+21%)
Value$1.6M (+$311.8K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares49,950 from 45,144
Change+4,806 (+11%)
Value$1.5M (+$145.8K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares40,082 from 8,990
Change+31,092 (+346%)
Value$1.2M (+$951.8K)
Filed 2026-10-16
CenterBook Partners LP
INCREASED
Shares38,833 from 36,989
Change+1,844 (+5%)
Value$1.2M (+$55.4K)
Filed 2026-11-02
Principal Financial Group Inc
NEW
Shares37,590
Change+37,590
Value$1.2M
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares34,295 from 62,619
Change-28,324 (-45%)
Value$1.1M (-$869.2K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares31,500 from 31,500
Change0 (0%)
Value$964.5K (-$945)
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares31,391 from 21,730
Change+9,661 (+44%)
Value$961.2K (+$295.2K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares27,892 from 14,247
Change+13,645 (+96%)
Value$854.1K (+$417.4K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares21,471 from 18,160
Change+3,311 (+18%)
Value$657.4K (+$100.8K)
Filed 2026-10-15
Johnson & White Wealth Management, LLC
INCREASED
Shares21,275 from 21,268
Change+7 (+0%)
Value$651.5K (-$424)
Filed 2026-11-03
Inspire Investing, LLC
DECREASED
Shares20,775 from 22,034
Change-1,259 (-6%)
Value$636.1K (-$39.2K)
Filed 2026-10-22
Elco Management Co., LLC
INCREASED
Shares18,360 from 16,422
Change+1,938 (+12%)
Value$562.2K (+$58.8K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares17,457 from 17,221
Change+236 (+1%)
Value$534.5K (+$6.7K)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares16,606 from 13,966
Change+2,640 (+19%)
Value$508.5K (+$80.4K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares14,789 from 16,562
Change-1,773 (-11%)
Value$452.8K (-$54.8K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
INCREASED
Shares14,787 from 14,537
Change+250 (+2%)
Value$452.8K (+$7.2K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares14,683 from 14,117
Change+566 (+4%)
Value$454.7K (+$22.7K)
Filed 2026-10-13
RKL Wealth Management LLC
INCREASED
Shares14,186 from 14,085
Change+101 (+1%)
Value$434.4K (+$2.7K)
Filed 2026-10-16
Deutsche Bank Ag\
DECREASED
Shares14,032 from 16,083
Change-2,051 (-13%)
Value$429.7K (-$63.3K)
Filed 2026-11-06
Clear Harbor Asset Management, LLC
UNCHANGED
Shares13,125 from 13,125
Change0 (0%)
Value$401.9K (-$393)
Filed 2026-11-05
Fulton Bank, N.A.
INCREASED
Shares12,192 from 11,692
Change+500 (+4%)
Value$373.3K (+$15.0K)
Filed 2026-10-14
Barclays PLC
INCREASED
Shares10,296 from 7,012
Change+3,284 (+47%)
Value$315.3K (+$100.3K)
Filed 2026-11-06
Collective Family Office LLC
DECREASED
Shares8,349 from 9,172
Change-823 (-9%)
Value$255.6K (-$25.5K)
Filed 2026-10-05
Midwest Trust Co
DECREASED
Shares7,459 from 7,551
Change-92 (-1%)
Value$228.4K (-$3.0K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,380 from 11,592
Change-4,212 (-36%)
Value$226 (-$354.8K)
Filed 2026-11-02
Moss Adams Wealth Advisors LLC
NEW
Shares7,243
Change+7,243
Value$223.4K
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED
Shares7,100 from 7,363
Change-263 (-4%)
Value$217.4K (-$8.3K)
Filed 2026-10-15
Tompkins Financial Corp
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$110.2K (-$108)
Filed 2026-10-05
Eurizon Capital SGR S.p.A.
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$78.6K (-$225)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares2,514 from 9,181
Change-6,667 (-73%)
Value$77.0K (-$204.4K)
Filed 2026-11-04
State of Alaska, Department of Revenue
UNCHANGED
Shares2,252 from 2,252
Change0 (0%)
Value$68 ($0)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares2,103 from 2,097
Change+6 (+0%)
Value$64.9K (+$259)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$59.0K (-$58)
Filed 2026-10-30
Exchange Traded Concepts, LLC
DECREASED
Shares1,129 from 1,514
Change-385 (-25%)
Value$34.6K (-$11.8K)
Filed 2026-10-28
Allworth Financial LP
INCREASED
Shares1,124 from 949
Change+175 (+18%)
Value$34.5K (+$5.4K)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares1,009 from 801
Change+208 (+26%)
Value$30.9K (+$6.3K)
Filed 2026-10-23
Versant Capital Management, Inc
INCREASED
Shares877 from 706
Change+171 (+24%)
Value$26.9K (+$5.2K)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares833 from 233
Change+600 (+258%)
Value$25.5K (+$18.4K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares818 from 866
Change-48 (-6%)
Value$25.0K (-$1.5K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares578 from 466
Change+112 (+24%)
Value$17.7K (+$3.4K)
Filed 2026-10-08
Horizon Financial Services, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.3K (-$15)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares492 from 294
Change+198 (+67%)
Value$15.1K (+$6.1K)
Filed 2026-10-08
Planning Strategies Inc.
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$12.3K (-$12)
Filed 2026-10-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$11.5K (-$11)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares370 from 376
Change-6 (-2%)
Value$11.3K (-$195)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares357
Change+357
Value$10.9K
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares319 from 332
Change-13 (-4%)
Value$9.8K (-$408)
Filed 2026-10-22
Central Trust Co
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$9.4K (-$9)
Filed 2026-11-05
Westside Investment Management, Inc.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$8.9K (+$31)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares265 from 143
Change+122 (+85%)
Value$8.1K (+$3.7K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares240 from 269
Change-29 (-11%)
Value$7.3K (-$896)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$6 ($0)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$5.8K (-$6)
Filed 2026-10-20
Eukles Asset Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.6K (-$5)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
NEW
Shares136
Change+136
Value$4.2K
Filed 2026-10-16
True Wealth Design, LLC
INCREASED
Shares113 from 104
Change+9 (+9%)
Value$3.5K (+$273)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares107 from 124
Change-17 (-14%)
Value$3.3K (-$524)
Filed 2026-10-20
Larson Financial Group LLC
NEW
Shares93
Change+93
Value$2.8K
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares92 from 24
Change+68 (+283%)
Value$2.8K (+$2.1K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares87
Change+87
Value$2.7K
Filed 2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares87 from 128
Change-41 (-32%)
Value$2.7K (-$1.3K)
Filed 2026-10-05
SBI Securities Co., Ltd.
INCREASED
Shares54 from 20
Change+34 (+170%)
Value$1.7K (+$1.0K)
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.5K (-$1)
Filed 2026-10-13
Parkside Financial Bank & Trust
NEW
Shares34
Change+34
Value$1.0K
Filed 2026-10-27
SJS Investment Consulting Inc.
INCREASED
Shares34 from 12
Change+22 (+183%)
Value$1.0K (+$674)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
NEW
Shares28
Change+28
Value$857
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares28 from 20
Change+8 (+40%)
Value$857 (+$244)
Filed 2026-10-28
Bare Financial Services, Inc
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$521 ($0)
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares14
Change+14
Value$428
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares8
Change+8
Value$245
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$186 ($0)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$122 (+$61)
Filed 2026-10-29
Hughes Financial Services, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$93 (+$32)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$62 ($0)
Filed 2026-10-16
Covestor Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
ProShare Advisors LLC
CLOSED
Shares0 from 226,682
Change-226,682 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 7,084
Change-7,084 (-100%)
Value$0 (-$217.1K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 247
Change-247 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-23
Avion Wealth
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 ($0)
Filed 2026-11-04
Zimmer Partners, LP
N/A
Shares— from 1,419,877
Change-1,419,877 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,281,673
Change-1,281,673 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 713,351
Change-713,351 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 712,799
Change-712,799 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 362,561
Change-362,561 (-100%)
Value—
State Street Corp
N/A
Shares— from 346,037
Change-346,037 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 323,129
Change-323,129 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 321,660
Change-321,660 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 277,196
Change-277,196 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 212,450
Change-212,450 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 193,737
Change-193,737 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 168,236
Change-168,236 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 151,793
Change-151,793 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 144,906
Change-144,906 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 135,135
Change-135,135 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 106,828
Change-106,828 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 96,967
Change-96,967 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 91,883
Change-91,883 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 89,264
Change-89,264 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 78,850
Change-78,850 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 72,366
Change-72,366 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 68,237
Change-68,237 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 65,139
Change-65,139 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 59,485
Change-59,485 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 57,500
Change-57,500 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 47,012
Change-47,012 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 43,500
Change-43,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,116
Change-32,116 (-100%)
Value—
Teton Advisors, LLC
N/A
Shares— from 31,910
Change-31,910 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 31,156
Change-31,156 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 28,479
Change-28,479 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 26,260
Change-26,260 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 25,200
Change-25,200 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 22,899
Change-22,899 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 22,030
Change-22,030 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 21,880
Change-21,880 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 20,645
Change-20,645 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 19,526
Change-19,526 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 18,312
Change-18,312 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,257
Change-18,257 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,064
Change-18,064 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 17,150
Change-17,150 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,318
Change-16,318 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,791
Change-15,791 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,921
Change-13,921 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 13,530
Change-13,530 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,897
Change-12,897 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 12,268
Change-12,268 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,134
Change-11,134 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,469
Change-10,469 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,823
Change-9,823 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,278
Change-9,278 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 5,539
Change-5,539 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 600
Change-600 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 205
Change-205 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 202
Change-202 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED415,349421,682-6,333-1%$12.9M$12.7M-$206.5K2026-11-06
Dimensional Fund Advisors LP
INCREASED312,222311,672+550+0%$9.6M$9.6M+$7.4K2026-11-04
Reaves W H & Co Inc
DECREASED253,000275,000-22,000-8%$8.4M$7.7M-$681.9K2026-11-06
Bank of New York Mellon Corp
DECREASED151,866153,816-1,950-1%$4.7M$4.7M-$64.3K2026-11-05
Penn Capital Management Company, LLC
INCREASED100,10197,796+2,305+2%$3.0M$3.1M+$67.6K2026-11-04
John G Ullman & Associates Inc
DECREASED89,87592,975-3,100-3%$2.8M$2.8M-$97.7K2026-11-04
Prospera Financial Services Inc
INCREASED50,27341,575+8,698+21%$1.3M$1.6M+$311.8K2026-11-04
LPL Financial LLC
INCREASED49,95045,144+4,806+11%$1.4M$1.5M+$145.8K2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED40,0828,990+31,092+346%$275.5K$1.2M+$951.8K2026-10-16
CenterBook Partners LP
INCREASED38,83336,989+1,844+5%$1.1M$1.2M+$55.4K2026-11-02
Principal Financial Group Inc
NEW37,590—+37,590——$1.2M—2026-11-02
State of New Jersey Common Pension Fund D
DECREASED34,29562,619-28,324-45%$1.9M$1.1M-$869.2K2026-11-05
North Star Investment Management Corp.
UNCHANGED31,50031,50000%$965.5K$964.5K-$9452026-10-27
Russell Investments Group, Ltd.
INCREASED31,39121,730+9,661+44%$666.0K$961.2K+$295.2K2026-11-06
Creative Planning
INCREASED27,89214,247+13,645+96%$436.7K$854.1K+$417.4K2026-11-02
Atria Investments, Inc
INCREASED21,47118,160+3,311+18%$556.6K$657.4K+$100.8K2026-10-15
Johnson & White Wealth Management, LLC
INCREASED21,27521,268+7+0%$651.9K$651.5K-$4242026-11-03
Inspire Investing, LLC
DECREASED20,77522,034-1,259-6%$675.3K$636.1K-$39.2K2026-10-22
Elco Management Co., LLC
INCREASED18,36016,422+1,938+12%$503.3K$562.2K+$58.8K2026-10-14
Merit Financial Group, LLC
INCREASED17,45717,221+236+1%$527.8K$534.5K+$6.7K2026-11-06
Perigon Wealth Management, LLC
INCREASED16,60613,966+2,640+19%$428.0K$508.5K+$80.4K2026-10-22
PNC Financial Services Group, Inc.
DECREASED14,78916,562-1,773-11%$507.6K$452.8K-$54.8K2026-11-06
Harbor Investment Advisory, LLC
INCREASED14,78714,537+250+2%$445.6K$452.8K+$7.2K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED14,68314,117+566+4%$432.0K$454.7K+$22.7K2026-10-13
RKL Wealth Management LLC
INCREASED14,18614,085+101+1%$431.7K$434.4K+$2.7K2026-10-16
Deutsche Bank Ag\
DECREASED14,03216,083-2,051-13%$492.9K$429.7K-$63.3K2026-11-06
Clear Harbor Asset Management, LLC
UNCHANGED13,12513,12500%$402.3K$401.9K-$3932026-11-05
Fulton Bank, N.A.
INCREASED12,19211,692+500+4%$358.4K$373.3K+$15.0K2026-10-14
Barclays PLC
INCREASED10,2967,012+3,284+47%$214.9K$315.3K+$100.3K2026-11-06
Collective Family Office LLC
DECREASED8,3499,172-823-9%$281.1K$255.6K-$25.5K2026-10-05
Midwest Trust Co
DECREASED7,4597,551-92-1%$231.4K$228.4K-$3.0K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED7,38011,592-4,212-36%$355.0K$226-$354.8K2026-11-02
Moss Adams Wealth Advisors LLC
NEW7,243—+7,243——$223.4K—2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED7,1007,363-263-4%$225.7K$217.4K-$8.3K2026-10-15
Tompkins Financial Corp
UNCHANGED3,6003,60000%$110.3K$110.2K-$1082026-10-05
Eurizon Capital SGR S.p.A.
UNCHANGED2,5532,55300%$78.8K$78.6K-$2252026-11-06
Citigroup Inc
DECREASED2,5149,181-6,667-73%$281.4K$77.0K-$204.4K2026-11-04
State of Alaska, Department of Revenue
UNCHANGED2,2522,25200%$68$68$02026-10-15
Nisa Investment Advisors, LLC
INCREASED2,1032,097+6+0%$64.6K$64.9K+$2592026-10-20
Costello Asset Management, Inc
UNCHANGED1,9271,92700%$59.1K$59.0K-$582026-10-30
Exchange Traded Concepts, LLC
DECREASED1,1291,514-385-25%$46.4K$34.6K-$11.8K2026-10-28
Allworth Financial LP
INCREASED1,124949+175+18%$29.1K$34.5K+$5.4K2026-11-06
Signaturefd, LLC
INCREASED1,009801+208+26%$24.6K$30.9K+$6.3K2026-10-23
Versant Capital Management, Inc
INCREASED877706+171+24%$21.6K$26.9K+$5.2K2026-10-02
US Bancorp \de\
INCREASED833233+600+258%$7.1K$25.5K+$18.4K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED818866-48-6%$26.5K$25.0K-$1.5K2026-11-04
Farther Finance Advisors, LLC
INCREASED578466+112+24%$14.3K$17.7K+$3.4K2026-10-08
Horizon Financial Services, LLC
UNCHANGED50050000%$15.3K$15.3K-$152026-11-04
Gamma Investing LLC
INCREASED492294+198+67%$9.0K$15.1K+$6.1K2026-10-08
Planning Strategies Inc.
UNCHANGED40140100%$12.3K$12.3K-$122026-10-02
Wilmington Savings Fund Society, FSB
UNCHANGED37537500%$11.5K$11.5K-$112026-10-23
IFP Advisors, Inc
DECREASED370376-6-2%$11.5K$11.3K-$1952026-10-16
Jacobi Capital Management LLC
NEW357—+357——$10.9K—2026-11-05
Sterling Capital Management LLC
DECREASED319332-13-4%$10.2K$9.8K-$4082026-10-22
Central Trust Co
UNCHANGED30630600%$9.4K$9.4K-$92026-11-05
Westside Investment Management, Inc.
UNCHANGED28828800%$8.8K$8.9K+$312026-11-02
Parallel Advisors, LLC
INCREASED265143+122+85%$4.4K$8.1K+$3.7K2026-11-03
Essential Partners LLC
DECREASED240269-29-11%$8.2K$7.3K-$8962026-10-14
Harbor Capital Advisors, Inc.
UNCHANGED19819800%$6$6$02026-10-22
City State Bank
UNCHANGED19019000%$5.8K$5.8K-$62026-10-20
Eukles Asset Management
UNCHANGED15015000%$4.6K$4.6K-$52026-11-04
Pension & Wealth Management Advisors, Inc.
NEW136—+136——$4.2K—2026-10-16
True Wealth Design, LLC
INCREASED113104+9+9%$3.2K$3.5K+$2732026-10-13
Physician Wealth Advisors, Inc.
DECREASED107124-17-14%$3.8K$3.3K-$5242026-10-20
Larson Financial Group LLC
NEW93—+93——$2.8K—2026-11-05
Clearstead Advisors, LLC
INCREASED9224+68+283%$736$2.8K+$2.1K2026-11-06
GK Wealth Management LLC
NEW87—+87——$2.7K—2026-10-09
MassMutual Private Wealth & Trust, FSB
DECREASED87128-41-32%$3.9K$2.7K-$1.3K2026-10-05
SBI Securities Co., Ltd.
INCREASED5420+34+170%$613$1.7K+$1.0K2026-10-22
West Paces Advisors Inc.
UNCHANGED484800%$1.5K$1.5K-$12026-10-13
Parkside Financial Bank & Trust
NEW34—+34——$1.0K—2026-10-27
SJS Investment Consulting Inc.
INCREASED3412+22+183%$368$1.0K+$6742026-10-26
Provenance Wealth Advisors, LLC
NEW28—+28——$857—2026-10-30
TD Private Client Wealth LLC
INCREASED2820+8+40%$613$857+$2442026-10-28
Bare Financial Services, Inc
UNCHANGED171700%$521$521$02026-11-04
Ascentis Wealth Management, LLC
NEW14—+14——$428—2026-11-03
Silver Grove Financial Group, Inc.
NEW8—+8——$245—2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED6600%$186$186$02026-11-03
Caitong International Asset Management Co., Ltd
INCREASED42+2+100%$61$122+$612026-10-29
Hughes Financial Services, LLC
INCREASED32+1+50%$61$93+$322026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED2200%$62$62$02026-10-16
Covestor Ltd
UNCHANGED2200%$0$0$02026-10-30
ProShare Advisors LLC
CLOSED0226,682-226,682-100%$6.9M$0-$6.9M2026-10-29
Commonwealth Equity Services, LLC
CLOSED07,084-7,084-100%$217.1K$0-$217.1K2026-11-02
AdvisorNet Financial, Inc
CLOSED0600-600-100%$18.4K$0-$18.4K2026-10-15
Cornerstone Planning Group LLC
CLOSED0247-247-100%$7.7K$0-$7.7K2026-10-16
Stone House Investment Management, LLC
CLOSED0100-100-100%$3.1K$0-$3.1K2026-10-23
Avion Wealth
CLOSED017-17-100%$0$0$02026-11-04
Zimmer Partners, LP
N/A—1,419,877-1,419,877-100%$43.5M———
BlackRock, Inc.
N/A—1,281,673-1,281,673-100%$39.3M———
Morgan Stanley
N/A—713,351-713,351-100%$21.9M———
Vanguard Capital Management LLC
N/A—712,799-712,799-100%$21.8M———
Arrowstreet Capital, Limited Partnership
N/A—362,561-362,561-100%$11.1M———
State Street Corp
N/A—346,037-346,037-100%$10.7M———
Vanguard Portfolio Management LLC
N/A—323,129-323,129-100%$9.9M———
Legal & General Group Plc
N/A—321,660-321,660-100%$9.9M———
AQR Capital Management LLC
N/A—277,196-277,196-100%$8.5M———
Qube Research & Technologies Ltd
N/A—212,450-212,450-100%$6.5M———
Two Sigma Investments, LP
N/A—193,737-193,737-100%$5.9M———
Renaissance Technologies LLC
N/A—168,236-168,236-100%$5.2M———
Gabelli Funds LLC
N/A—151,793-151,793-100%$4.7M———
Northern Trust Corp
N/A—144,906-144,906-100%$4.4M———
Charles Schwab Investment Management Inc
N/A—135,135-135,135-100%$4.1M———
Vanguard Fiduciary Trust Co
N/A—106,828-106,828-100%$3.3M———
Invesco Ltd.
N/A—96,967-96,967-100%$3.0M———
Goldman Sachs Group Inc
N/A—91,883-91,883-100%$2.8M———
Wells Fargo & Company
N/A—89,264-89,264-100%$2.7M———
Millennium Management LLC
N/A—78,850-78,850-100%$2.4M———
Empire Financial Management Company, LLC
N/A—72,366-72,366-100%$2.2M———
Quantinno Capital Management LP
N/A—68,237-68,237-100%$2.1M———
Bank of America Corp
N/A—65,139-65,139-100%$2.0M———
Nuveen, LLC
N/A—59,485-59,485-100%$1.8M———
Storebrand Asset Management AS
N/A—57,500-57,500-100%$1.8M———
Marshall Wace, LLP
N/A—47,012-47,012-100%$1.4M———
Gamco Investors, Inc. ET AL
N/A—43,500-43,500-100%$1.3M———
UBS Group AG
N/A—32,116-32,116-100%$984.4K———
Teton Advisors, LLC
N/A—31,910-31,910-100%$978.0K———
Odyssean, LLC
N/A—31,156-31,156-100%$954.9K———
Engineers Gate Manager LP
N/A—28,479-28,479-100%$872.9K———
Trexquant Investment LP
N/A—26,260-26,260-100%$804.9K———
Citadel Advisors LLC
N/A—25,466-25,466-100%$780.5K———
Jump Financial, LLC
N/A—25,200-25,200-100%$772.4K———
Cullen Capital Management, LLC
N/A—22,899-22,899-100%$701.9K———
Campbell & Co Investment Adviser LLC
N/A—22,030-22,030-100%$675.2K———
ExodusPoint Capital Management, LP
N/A—21,880-21,880-100%$670.6K———
Rhumbline Advisers
N/A—20,645-20,645-100%$632.8K———
Martingale Asset Management L P
N/A—19,526-19,526-100%$598.5K———
Baird Financial Group, Inc.
N/A—18,312-18,312-100%$561.3K———
FMR LLC
N/A—18,257-18,257-100%$559.6K———
Raymond James Financial Inc
N/A—18,064-18,064-100%$553.7K———
Alliancebernstein L.P.
N/A—17,150-17,150-100%$522.2K———
Mariner, LLC
N/A—16,318-16,318-100%$500.2K———
Mercer Global Advisors Inc
N/A—15,791-15,791-100%$484.0K———
Jane Street Group, LLC
N/A—13,921-13,921-100%$426.7K———
Price T Rowe Associates Inc
N/A—13,530-13,530-100%$415.0K———
Global Retirement Partners, LLC
N/A—12,897-12,897-100%$395.3K———
IEQ Capital, LLC
N/A—12,495-12,495-100%$383.0K———
Schonfeld Strategic Advisors LLC
N/A—12,299-12,299-100%$377.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—12,268-12,268-100%$376.0K———
Occudo Quantitative Strategies LP
N/A—11,238-11,238-100%$344.4K———
Ameriprise Financial Inc
N/A—11,134-11,134-100%$341.4K———
Cerity Partners LLC
N/A—10,469-10,469-100%$320.9K———
Quadrature Capital Ltd
N/A—10,423-10,423-100%$319.5K———
Janney Montgomery Scott LLC
N/A—10,389-10,389-100%$318.0K———
Arax Advisory Partners
N/A—9,823-9,823-100%$301.1K———
Ballentine Partners, LLC
N/A—9,639-9,639-100%$295.4K———
MetLife Investment Management, LLC
N/A—9,278-9,278-100%$284.4K———
Atom Investors LP
N/A—8,607-8,607-100%$263.8K———
Cetera Investment Advisers
N/A—7,697-7,697-100%$235.9K———
Independent Advisor Alliance
N/A—7,406-7,406-100%$227.0K———
JPMorgan Chase & Co
N/A—7,396-7,396-100%$228.0K———
SEI Investments Co
N/A—6,662-6,662-100%$204.2K———
New York State Common Retirement Fund
N/A—6,066-6,066-100%$185.9K———
Vanguard Global Advisers, LLC
N/A—5,952-5,952-100%$182.4K———
Aquatic Capital Management LLC
N/A—5,865-5,865-100%$179.8K———
Public Employees Retirement Association of Colorado
N/A—5,539-5,539-100%$170.0K———
Police & Firemen's Retirement System of New Jersey
N/A—5,130-5,130-100%$157.2K———
Royal Bank of Canada
N/A—3,901-3,901-100%$120.0K———
BNP Paribas Financial Markets
N/A—3,076-3,076-100%$94.3K———
Canada Life Assurance Co
N/A—2,760-2,760-100%$84.0K———
Osaic Holdings, Inc.
N/A—2,547-2,547-100%$78.1K———
Jones Financial Companies Lllp
N/A—1,969-1,969-100%$60.6K———
Longview Financial Advisors LLC
N/A—1,792-1,792-100%$54.9K———
Tower Research Capital LLC (TRC)
N/A—1,613-1,613-100%$49.4K———
Ameritas Investment Partners, Inc.
N/A—1,406-1,406-100%$43.1K———
UBS Asset Management Americas LLC
N/A—825-825-100%$25.3K———
Ancora Advisors LLCA
N/A—600-600-100%$18.4K———
Delta Asset Management LLC
N/A—417-417-100%$12.8K———
Huntington National Bank
N/A—205-205-100%$6.3K———
California State Teachers Retirement System
N/A—202-202-100%$6.2K———
Glen Eagle Advisors, LLC
N/A—171-171-100%$5.2K———
Rothschild Investment LLC
N/A—160-160-100%$4.9K———
Federated Hermes, Inc.
N/A—125-125-100%$3.8K———
Optiver Holding B.V.
N/A—63-63-100%$1.9K———
Kilter Group LLC
N/A—33-33-100%$1.0K———
Godfrey Financial Associates, Inc.
N/A—30-30-100%$920———
Bogart Wealth, LLC
N/A—17-17-100%$521———
Silicon Valley Capital Partners
N/A—6-6-100%$185———
Showing 178 of 178 institutions