IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cimpress PLC (CMPR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wasatch Advisors LP
INCREASED
Shares784,058 from 467,499
Change+316,559 (+68%)
Value$60.5M (+$12.9M)
Filed 2026-10-13
Dimensional Fund Advisors LP
INCREASED
Shares459,663 from 454,746
Change+4,917 (+1%)
Value$35.5M (-$10.8M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares445,174 from 423,026
Change+22,148 (+5%)
Value$34.3M (-$8.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares55,642 from 55,185
Change+457 (+1%)
Value$4.3M (-$1.3M)
Filed 2026-11-05
Hussman Strategic Advisors, Inc.
UNCHANGED
Shares42,000 from 42,000
Change0 (0%)
Value$3.2M (-$1.0M)
Filed 2026-11-02
Wedge Capital Management L L P
INCREASED
Shares36,936 from 33,209
Change+3,727 (+11%)
Value$2.8M (-$528.9K)
Filed 2026-10-13
Principal Financial Group Inc
INCREASED
Shares35,671 from 28,130
Change+7,541 (+27%)
Value$2.8M (-$109.9K)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares28,275 from 24,568
Change+3,707 (+15%)
Value$2.2M (-$242.7K)
Filed 2026-11-06
Wolverine Asset Management LLC
DECREASED
Shares25,123 from 32,730
Change-7,607 (-23%)
Value$1.9M (-$1.4M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares17,941 from 65,048
Change-47,107 (-72%)
Value$1.4M (-$5.2M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares17,674 from 19,002
Change-1,328 (-7%)
Value$1.4M (-$569.5K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares16,861 from 16,765
Change+96 (+1%)
Value$1.3M (-$419.5K)
Filed 2026-10-13
Auxano Advisors, LLC
DECREASED
Shares16,558 from 19,190
Change-2,632 (-14%)
Value$1.3M (-$674.7K)
Filed 2026-11-06
Burney Co/
NEW
Shares16,256
Change+16,256
Value$1.3M
Filed 2026-10-15
Creative Planning
INCREASED
Shares15,184 from 15,150
Change+34 (+0%)
Value$1.2M (-$369.8K)
Filed 2026-11-02
Amundi
DECREASED
Shares14,814 from 21,654
Change-6,840 (-32%)
Value$1.1M (-$1.1M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED
Shares14,724 from 14,150
Change+574 (+4%)
Value$1.1M (-$365.7K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares12,686 from 2,287
Change+10,399 (+455%)
Value$978.3K (+$745.7K)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares12,542 from 9,787
Change+2,755 (+28%)
Value$967.2K (-$28.1K)
Filed 2026-11-02
Legacy Advisors, LLC
DECREASED
Shares11,899 from 11,903
Change-4 (0%)
Value$917.7K (-$292.9K)
Filed 2026-10-19
Herold Advisors, Inc.
UNCHANGED
Shares10,900 from 10,900
Change0 (0%)
Value$840.6K (-$268.4K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares10,174 from 10,956
Change-782 (-7%)
Value$784.6K (-$329.6K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
UNCHANGED
Shares9,474 from 9,474
Change0 (0%)
Value$730.6K (-$232.9K)
Filed 2026-11-06
Harbor Capital Advisors, Inc.
INCREASED
Shares6,276 from 5,516
Change+760 (+14%)
Value$484 (-$77)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares5,795 from 2,634
Change+3,161 (+120%)
Value$446.9K (+$179.0K)
Filed 2026-11-03
Great Lakes Advisors, LLC
DECREASED
Shares5,333 from 10,570
Change-5,237 (-50%)
Value$411.3K (-$663.7K)
Filed 2026-11-06
Daiwa Securities Group Inc.
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$403.6K (-$128.7K)
Filed 2026-10-29
Arizona State Retirement System
INCREASED
Shares4,266 from 4,188
Change+78 (+2%)
Value$329.0K (-$96.9K)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares4,079 from 1,217
Change+2,862 (+235%)
Value$325 (+$236)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares3,831 from 3,749
Change+82 (+2%)
Value$295.4K (-$85.8K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares3,774 from 3,304
Change+470 (+14%)
Value$291.1K (-$45.0K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares3,559 from 3,396
Change+163 (+5%)
Value$274.5K (-$70.9K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
NEW
Shares3,525
Change+3,525
Value$271.8K
Filed 2026-10-13
Contravisory Investment Management, Inc.
INCREASED
Shares3,359 from 2,795
Change+564 (+20%)
Value$259.0K (-$25.2K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$232.4K (-$74.1K)
Filed 2026-10-27
Swiss Life Asset Management Ltd
UNCHANGED
Shares2,961 from 2,961
Change0 (0%)
Value$228.4K (-$72.8K)
Filed 2026-11-03
Pictet Asset Management Holding SA
UNCHANGED
Shares2,689 from 2,689
Change0 (0%)
Value$207.4K (-$66.1K)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares2,069 from 9,075
Change-7,006 (-77%)
Value$159.6K (-$763.4K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares1,602 from 2,960
Change-1,358 (-46%)
Value$123.5K (-$177.5K)
Filed 2026-11-06
State of Wyoming
DECREASED
Shares1,516 from 3,123
Change-1,607 (-51%)
Value$116.9K (-$200.7K)
Filed 2026-10-28
LSV Asset Management
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$108 (-$34)
Filed 2026-11-06
Axxion S.A.
NEW
Shares1,372
Change+1,372
Value$105.8K
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares1,048 from 1,406
Change-358 (-25%)
Value$80 (-$62)
Filed 2026-10-15
Nisa Investment Advisors, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$64.5K (-$20.5K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares832 from 796
Change+36 (+5%)
Value$64.2K (-$16.8K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares669 from 697
Change-28 (-4%)
Value$51.6K (-$19.3K)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares648 from 668
Change-20 (-3%)
Value$50.0K (-$18.0K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares601 from 637
Change-36 (-6%)
Value$46.3K (-$18.4K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$41.2K (-$13.1K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$40.5K (-$12.9K)
Filed 2026-11-05
USA Financial Formulas
NEW
Shares507
Change+507
Value$39.1K
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares456 from 391
Change+65 (+17%)
Value$35.2K (-$4.6K)
Filed 2026-10-08
KBC Group NV
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$32 (-$10)
Filed 2026-10-22
Financial Management Professionals, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$25.1K (-$8.0K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares284 from 282
Change+2 (+1%)
Value$28.9K (+$203)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$21.1K (-$6.7K)
Filed 2026-10-13
Rothwell Investment Advisors, LLC
NEW
Shares250
Change+250
Value$19.3K
Filed 2026-11-06
First Horizon Corp
DECREASED
Shares216 from 263
Change-47 (-18%)
Value$16.7K (-$10.1K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares127 from 123
Change+4 (+3%)
Value$9.8K (-$2.7K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares104 from 101
Change+3 (+3%)
Value$8.0K (-$2.3K)
Filed 2026-10-26
Fortitude Family Office, LLC
DECREASED
Shares102 from 111
Change-9 (-8%)
Value$7.9K (-$3.4K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares101 from 112
Change-11 (-10%)
Value$7.8K (-$3.6K)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.8K (-$1.8K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares46 from 29
Change+17 (+59%)
Value$3.5K (+$599)
Filed 2026-10-02
Blue Trust, Inc.
INCREASED
Shares37 from 24
Change+13 (+54%)
Value$2.9K (+$413)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares36
Change+36
Value$2.8K
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares32
Change+32
Value$2.5K
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares26 from 25
Change+1 (+4%)
Value$2.0K (-$537)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares25 from 23
Change+2 (+9%)
Value$1.9K (-$411)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares24 from 21
Change+3 (+14%)
Value$1.9K (-$285)
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.9K (-$590)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares18
Change+18
Value$1.4K
Filed 2026-11-03
Private Wealth Management Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$926 (-$295)
Filed 2026-10-19
WPG Advisers, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$463 (-$147)
Filed 2026-10-27
Rossby Financial, LCC
DECREASED
Shares5 from 8
Change-3 (-37%)
Value$386 (-$428)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares3
Change+3
Value$231
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares3 from 30
Change-27 (-90%)
Value$231 (-$2.8K)
Filed 2026-10-20
Covestor Ltd
DECREASED
Shares3 from 5
Change-2 (-40%)
Value$0 (-$1)
Filed 2026-10-30
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$78 (-$24)
Filed 2026-10-26
Wakefield Asset Management Lllp
CLOSED
Shares0 from 16,781
Change-16,781 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$274.6K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 2,282
Change-2,282 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-19
ProShare Advisors LLC
CLOSED
Shares0 from 2,234
Change-2,234 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-29
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$305)
Filed 2026-10-23
Jupiter Topco LLC
N/A
Shares— from 3,774,708
Change-3,774,708 (-100%)
Value—
Prescott General Partners LLC
N/A
Shares— from 3,612,560
Change-3,612,560 (-100%)
Value—
Rubric Capital Management LPA
N/A
Shares— from 1,750,000
Change-1,750,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,349,820
Change-1,349,820 (-100%)
Value—
Spruce House Investment Management LLC
N/A
Shares— from 1,222,633
Change-1,222,633 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 859,682
Change-859,682 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 734,870
Change-734,870 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 587,648
Change-587,648 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 499,793
Change-499,793 (-100%)
Value—
State Street Corp
N/A
Shares— from 402,659
Change-402,659 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 331,716
Change-331,716 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 311,924
Change-311,924 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 300,504
Change-300,504 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 290,629
Change-290,629 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 232,952
Change-232,952 (-100%)
Value—
FMR LLC
N/A
Shares— from 214,818
Change-214,818 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 197,773
Change-197,773 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 183,831
Change-183,831 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 160,867
Change-160,867 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 147,330
Change-147,330 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 142,404
Change-142,404 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 118,567
Change-118,567 (-100%)
Value—
Smith Thomas W
N/A
Shares— from 115,225
Change-115,225 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 107,870
Change-107,870 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 104,814
Change-104,814 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 103,198
Change-103,198 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 85,352
Change-85,352 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 83,574
Change-83,574 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 77,757
Change-77,757 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 76,528
Change-76,528 (-100%)
Value—
UBS Group AG
N/A
Shares— from 66,251
Change-66,251 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 59,516
Change-59,516 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,513
Change-52,513 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 47,483
Change-47,483 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 44,859
Change-44,859 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 43,602
Change-43,602 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 41,517
Change-41,517 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 36,654
Change-36,654 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 35,371
Change-35,371 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 35,056
Change-35,056 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 33,354
Change-33,354 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,650
Change-30,650 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 30,061
Change-30,061 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 26,030
Change-26,030 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24,595
Change-24,595 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 21,572
Change-21,572 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 21,488
Change-21,488 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 20,898
Change-20,898 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 20,398
Change-20,398 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 19,839
Change-19,839 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 17,690
Change-17,690 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,870
Change-16,870 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,764
Change-16,764 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 15,495
Change-15,495 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 15,082
Change-15,082 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 13,863
Change-13,863 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,820
Change-13,820 (-100%)
Value—
Man Group plc
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 12,773
Change-12,773 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 10,542
Change-10,542 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 8,370
Change-8,370 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,867
Change-7,867 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 440
Change-440 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 427
Change-427 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 261
Change-261 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 44
Change-44 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 42
Change-42 (-100%)
Value—
Quarry LP
N/A
Shares— from 37
Change-37 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wasatch Advisors LP
INCREASED784,058467,499+316,559+68%$47.5M$60.5M+$12.9M2026-10-13
Dimensional Fund Advisors LP
INCREASED459,663454,746+4,917+1%$46.2M$35.5M-$10.8M2026-11-04
Geode Capital Management, LLC
INCREASED445,174423,026+22,148+5%$43.0M$34.3M-$8.7M2026-11-06
Bank of New York Mellon Corp
INCREASED55,64255,185+457+1%$5.6M$4.3M-$1.3M2026-11-05
Hussman Strategic Advisors, Inc.
UNCHANGED42,00042,00000%$4.3M$3.2M-$1.0M2026-11-02
Wedge Capital Management L L P
INCREASED36,93633,209+3,727+11%$3.4M$2.8M-$528.9K2026-10-13
Principal Financial Group Inc
INCREASED35,67128,130+7,541+27%$2.9M$2.8M-$109.9K2026-11-02
Russell Investments Group, Ltd.
INCREASED28,27524,568+3,707+15%$2.4M$2.2M-$242.7K2026-11-06
Wolverine Asset Management LLC
DECREASED25,12332,730-7,607-23%$3.3M$1.9M-$1.4M2026-11-02
Barclays PLC
DECREASED17,94165,048-47,107-72%$6.6M$1.4M-$5.2M2026-11-06
Deutsche Bank Ag\
DECREASED17,67419,002-1,328-7%$1.9M$1.4M-$569.5K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED16,86116,765+96+1%$1.7M$1.3M-$419.5K2026-10-13
Auxano Advisors, LLC
DECREASED16,55819,190-2,632-14%$2.0M$1.3M-$674.7K2026-11-06
Burney Co/
NEW16,256—+16,256——$1.3M—2026-10-15
Creative Planning
INCREASED15,18415,150+34+0%$1.5M$1.2M-$369.8K2026-11-02
Amundi
DECREASED14,81421,654-6,840-32%$2.2M$1.1M-$1.1M2026-11-06
Allspring Global Investments Holdings, LLC
INCREASED14,72414,150+574+4%$1.5M$1.1M-$365.7K2026-11-04
Savant Capital, LLC
INCREASED12,6862,287+10,399+455%$232.6K$978.3K+$745.7K2026-11-06
MacKenzie Financial Corp
INCREASED12,5429,787+2,755+28%$995.3K$967.2K-$28.1K2026-11-02
Legacy Advisors, LLC
DECREASED11,89911,903-40%$1.2M$917.7K-$292.9K2026-10-19
Herold Advisors, Inc.
UNCHANGED10,90010,90000%$1.1M$840.6K-$268.4K2026-10-19
LPL Financial LLC
DECREASED10,17410,956-782-7%$1.1M$784.6K-$329.6K2026-11-06
Institute for Wealth Management, Llc.
UNCHANGED9,4749,47400%$963.5K$730.6K-$232.9K2026-11-06
Harbor Capital Advisors, Inc.
INCREASED6,2765,516+760+14%$561$484-$772026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED5,7952,634+3,161+120%$267.9K$446.9K+$179.0K2026-11-03
Great Lakes Advisors, LLC
DECREASED5,33310,570-5,237-50%$1.1M$411.3K-$663.7K2026-11-06
Daiwa Securities Group Inc.
UNCHANGED5,2345,23400%$532.3K$403.6K-$128.7K2026-10-29
Arizona State Retirement System
INCREASED4,2664,188+78+2%$425.9K$329.0K-$96.9K2026-11-03
DekaBank Deutsche Girozentrale
INCREASED4,0791,217+2,862+235%$89$325+$2362026-10-27
Merit Financial Group, LLC
INCREASED3,8313,749+82+2%$381.3K$295.4K-$85.8K2026-11-06
Sterling Capital Management LLC
INCREASED3,7743,304+470+14%$336.0K$291.1K-$45.0K2026-10-22
Ethic Inc.
INCREASED3,5593,396+163+5%$345.4K$274.5K-$70.9K2026-11-03
Harbour Capital Advisors, LLC
NEW3,525—+3,525——$271.8K—2026-10-13
Contravisory Investment Management, Inc.
INCREASED3,3592,795+564+20%$284.3K$259.0K-$25.2K2026-10-13
Crestwood Advisors Group, LLC
UNCHANGED3,0143,01400%$306.5K$232.4K-$74.1K2026-10-27
Swiss Life Asset Management Ltd
UNCHANGED2,9612,96100%$301.1K$228.4K-$72.8K2026-11-03
Pictet Asset Management Holding SA
UNCHANGED2,6892,68900%$273.5K$207.4K-$66.1K2026-11-03
Citigroup Inc
DECREASED2,0699,075-7,006-77%$922.9K$159.6K-$763.4K2026-11-04
PNC Financial Services Group, Inc.
DECREASED1,6022,960-1,358-46%$301.0K$123.5K-$177.5K2026-11-06
State of Wyoming
DECREASED1,5163,123-1,607-51%$317.6K$116.9K-$200.7K2026-10-28
LSV Asset Management
UNCHANGED1,4001,40000%$142$108-$342026-11-06
Axxion S.A.
NEW1,372—+1,372——$105.8K—2026-10-22
State of Alaska, Department of Revenue
DECREASED1,0481,406-358-25%$142$80-$622026-10-15
Nisa Investment Advisors, LLC
UNCHANGED83683600%$85.0K$64.5K-$20.5K2026-10-20
Pinnacle Wealth Planning Services, Inc.
INCREASED832796+36+5%$81.0K$64.2K-$16.8K2026-10-27
EverSource Wealth Advisors, LLC
DECREASED669697-28-4%$70.9K$51.6K-$19.3K2026-11-04
Essential Partners LLC
DECREASED648668-20-3%$67.9K$50.0K-$18.0K2026-10-14
IFP Advisors, Inc
DECREASED601637-36-6%$64.8K$46.3K-$18.4K2026-10-16
Signaturefd, LLC
UNCHANGED53453400%$54.3K$41.2K-$13.1K2026-10-23
US Bancorp \de\
UNCHANGED52552500%$53.4K$40.5K-$12.9K2026-11-05
USA Financial Formulas
NEW507—+507——$39.1K—2026-10-16
Gamma Investing LLC
INCREASED456391+65+17%$39.8K$35.2K-$4.6K2026-10-08
KBC Group NV
UNCHANGED41341300%$42$32-$102026-10-22
Financial Management Professionals, Inc.
UNCHANGED32632600%$33.2K$25.1K-$8.0K2026-10-23
Allworth Financial LP
INCREASED284282+2+1%$28.7K$28.9K+$2032026-11-06
True Wealth Design, LLC
UNCHANGED27327300%$27.8K$21.1K-$6.7K2026-10-13
Rothwell Investment Advisors, LLC
NEW250—+250——$19.3K—2026-11-06
First Horizon Corp
DECREASED216263-47-18%$26.7K$16.7K-$10.1K2026-10-26
Larson Financial Group LLC
INCREASED127123+4+3%$12.5K$9.8K-$2.7K2026-11-05
SJS Investment Consulting Inc.
INCREASED104101+3+3%$10.3K$8.0K-$2.3K2026-10-26
Fortitude Family Office, LLC
DECREASED102111-9-8%$11.3K$7.9K-$3.4K2026-10-14
Parallel Advisors, LLC
DECREASED101112-11-10%$11.4K$7.8K-$3.6K2026-11-03
Westside Investment Management, Inc.
UNCHANGED757500%$7.6K$5.8K-$1.8K2026-11-02
Versant Capital Management, Inc
INCREASED4629+17+59%$2.9K$3.5K+$5992026-10-02
Blue Trust, Inc.
INCREASED3724+13+54%$2.4K$2.9K+$4132026-10-15
Provenance Wealth Advisors, LLC
NEW36—+36——$2.8K—2026-10-30
Root Financial Partners, LLC
NEW32—+32——$2.5K—2026-10-21
Clearstead Advisors, LLC
INCREASED2625+1+4%$2.5K$2.0K-$5372026-11-06
Farther Finance Advisors, LLC
INCREASED2523+2+9%$2.3K$1.9K-$4112026-10-08
Silver Grove Financial Group, Inc.
INCREASED2421+3+14%$2.1K$1.9K-$2852026-11-05
Country Trust Bank
UNCHANGED242400%$2.4K$1.9K-$5902026-10-30
Ascentis Wealth Management, LLC
NEW18—+18——$1.4K—2026-11-03
Private Wealth Management Group, LLC
UNCHANGED121200%$1.2K$926-$2952026-10-19
WPG Advisers, LLC
UNCHANGED6600%$610$463-$1472026-10-27
Rossby Financial, LCC
DECREASED58-3-37%$814$386-$4282026-11-05
Assetmark, Inc
NEW3—+3——$231—2026-10-21
Private Trust Co NA
DECREASED330-27-90%$3.1K$231-$2.8K2026-10-20
Covestor Ltd
DECREASED35-2-40%$1$0-$12026-10-30
TFC Financial Management, Inc.
UNCHANGED1100%$102$78-$242026-10-26
Wakefield Asset Management Lllp
CLOSED016,781-16,781-100%$1.7M$0-$1.7M2026-11-05
Jefferies Financial Group Inc.
CLOSED02,700-2,700-100%$274.6K$0-$274.6K2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED02,282-2,282-100%$232.1K$0-$232.1K2026-10-19
ProShare Advisors LLC
CLOSED02,234-2,234-100%$227.2K$0-$227.2K2026-10-29
Cassaday & Co Wealth Management LLC
CLOSED0185-185-100%$18.8K$0-$18.8K2026-10-27
MassMutual Private Wealth & Trust, FSB
CLOSED030-30-100%$3.1K$0-$3.1K2026-10-05
Stone House Investment Management, LLC
CLOSED03-3-100%$305$0-$3052026-10-23
Jupiter Topco LLC
N/A—3,774,708-3,774,708-100%$383.9M———
Prescott General Partners LLC
N/A—3,612,560-3,612,560-100%$367.4M———
Rubric Capital Management LPA
N/A—1,750,000-1,750,000-100%$178.0M———
BlackRock, Inc.
N/A—1,349,820-1,349,820-100%$137.3M———
Spruce House Investment Management LLC
N/A—1,222,633-1,222,633-100%$124.3M———
Vanguard Portfolio Management LLC
N/A—859,682-859,682-100%$87.4M———
Vanguard Capital Management LLC
N/A—734,870-734,870-100%$74.7M———
Acadian Asset Management LLC
N/A—587,648-587,648-100%$59.7K———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—499,793-499,793-100%$50.8M———
State Street Corp
N/A—402,659-402,659-100%$41.0M———
Arrowstreet Capital, Limited Partnership
N/A—331,716-331,716-100%$33.7M———
AQR Capital Management LLC
N/A—311,924-311,924-100%$31.7M———
Morgan Stanley
N/A—300,504-300,504-100%$30.6M———
Goldman Sachs Group Inc
N/A—290,629-290,629-100%$29.6M———
Bank of America Corp
N/A—232,952-232,952-100%$23.7M———
FMR LLC
N/A—214,818-214,818-100%$21.8M———
Hantz Financial Services, Inc.
N/A—197,773-197,773-100%$20.1K———
Charles Schwab Investment Management Inc
N/A—183,831-183,831-100%$18.7M———
Northern Trust Corp
N/A—160,867-160,867-100%$16.4M———
First Trust Advisors LP
N/A—147,330-147,330-100%$15.0M———
Nuveen, LLC
N/A—142,404-142,404-100%$14.5M———
ArrowMark Colorado Holdings LLC
N/A—118,567-118,567-100%$12.1M———
Smith Thomas W
N/A—115,225-115,225-100%$11.7M———
Vanguard Fiduciary Trust Co
N/A—107,870-107,870-100%$11.0M———
Danske Bank A/S
N/A—104,814-104,814-100%$10.7M———
Tudor Investment Corp ET AL
N/A—103,198-103,198-100%$10.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—85,352-85,352-100%$8.7M———
Ingalls & Snyder LLC
N/A—83,574-83,574-100%$8.5K———
SEI Investments Co
N/A—77,757-77,757-100%$7.9M———
Sequoia Financial Advisors, LLC
N/A—76,528-76,528-100%$7.8M———
UBS Group AG
N/A—66,251-66,251-100%$6.7M———
Susquehanna International Group, LLP
N/A—59,516-59,516-100%$6.1M———
Stifel Financial Corp
N/A—52,513-52,513-100%$5.3M———
Public Sector Pension Investment Board
N/A—47,483-47,483-100%$4.8M———
IEQ Capital, LLC
N/A—44,859-44,859-100%$4.6M———
Raymond James Financial Inc
N/A—43,602-43,602-100%$4.4M———
Citadel Advisors LLC
N/A—41,517-41,517-100%$4.2M———
Marshall Wace, LLP
N/A—36,654-36,654-100%$3.7M———
Pallas Capital Advisors LLC
N/A—35,371-35,371-100%$3.6M———
JPMorgan Chase & Co
N/A—35,056-35,056-100%$3.5M———
Dark Forest Capital Management LP
N/A—33,354-33,354-100%$3.4M———
Envestnet Asset Management Inc
N/A—30,650-30,650-100%$3.1M———
Swiss National Bank
N/A—30,400-30,400-100%$3.1M———
LOS Angeles Capital Management LLC
N/A—30,061-30,061-100%$3.1M———
Franklin Resources Inc
N/A—26,030-26,030-100%$2.6M———
Price T Rowe Associates Inc
N/A—24,595-24,595-100%$2.5K———
Rhumbline Advisers
N/A—21,572-21,572-100%$2.2M———
Invesco Ltd.
N/A—21,488-21,488-100%$2.2M———
Alliancebernstein L.P.
N/A—20,898-20,898-100%$1.5M———
Hillsdale Investment Management Inc.
N/A—20,398-20,398-100%$2.1M———
Susquehanna Portfolio Strategies, LLC
N/A—19,839-19,839-100%$2.0M———
Credit Agricole S A
N/A—19,000-19,000-100%$1.9M———
Lazard Asset Management LLC
N/A—18,616-18,616-100%$1.9M———
Bridgeway Capital Management, LLC
N/A—18,000-18,000-100%$1.8M———
XTX Topco Ltd
N/A—17,950-17,950-100%$1.8M———
California State Teachers Retirement System
N/A—17,690-17,690-100%$1.8M———
Wells Fargo & Company
N/A—16,870-16,870-100%$1.7M———
Quantinno Capital Management LP
N/A—16,764-16,764-100%$1.7M———
D. E. Shaw & Co., Inc.
N/A—15,495-15,495-100%$1.6M———
Vanguard Asset Management, Ltd
N/A—15,082-15,082-100%$1.5M———
GSA Capital Partners LLP
N/A—15,055-15,055-100%$1.5K———
Allianz Asset Management GmbH
N/A—14,005-14,005-100%$1.4M———
ExodusPoint Capital Management, LP
N/A—13,863-13,863-100%$1.4M———
Legal & General Group Plc
N/A—13,820-13,820-100%$1.4M———
Man Group plc
N/A—13,349-13,349-100%$1.4M———
Aquatic Capital Management LLC
N/A—12,773-12,773-100%$1.3M———
Cerity Partners LLC
N/A—12,581-12,581-100%$1.3M———
Point72 Asset Management, L.P.
N/A—12,285-12,285-100%$1.2M———
Vanguard Global Advisers, LLC
N/A—11,393-11,393-100%$1.2M———
Formula Growth LTD
N/A—11,300-11,300-100%$1.1M———
Voya Investment Management LLC
N/A—10,542-10,542-100%$1.1M———
BNP Paribas Financial Markets
N/A—10,447-10,447-100%$1.1M———
Mariner, LLC
N/A—10,428-10,428-100%$1.1M———
Algert Global LLC
N/A—10,020-10,020-100%$1.0M———
MetLife Investment Management, LLC
N/A—9,981-9,981-100%$1.0M———
Manufacturers Life Insurance Company, the
N/A—8,370-8,370-100%$851.2K———
American Century Companies Inc
N/A—8,322-8,322-100%$846.3K———
Legato Capital Management LLC
N/A—8,204-8,204-100%$834.3K———
Integrated Quantitative Investments LLC
N/A—8,204-8,204-100%$834.3K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,867-7,867-100%$800.1K———
Headlands Technologies LLC
N/A—7,516-7,516-100%$764.4K———
State of Wisconsin Investment Board
N/A—7,487-7,487-100%$761.4K———
Teacher Retirement System of Texas
N/A—7,032-7,032-100%$715.2K———
Handelsbanken Fonder AB
N/A—6,896-6,896-100%$701———
New York State Common Retirement Fund
N/A—6,852-6,852-100%$696.8K———
Mitsubishi UFJ Trust & Banking Corp
N/A—6,441-6,441-100%$655.1K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—6,253-6,253-100%$613.7K———
Arax Advisory Partners
N/A—6,200-6,200-100%$630.5K———
Millennium Management LLC
N/A—6,072-6,072-100%$617.5K———
Mercer Global Advisors Inc
N/A—5,681-5,681-100%$577.8K———
Captrust Financial Advisors
N/A—5,295-5,295-100%$538.5K———
Police & Firemen's Retirement System of New Jersey
N/A—5,168-5,168-100%$525.6K———
SG Americas Securities, LLC
N/A—5,068-5,068-100%$515———
Intech Investment Management LLC
N/A—5,054-5,054-100%$514.0K———
Storgate, LLC
N/A—4,583-4,583-100%$466.1K———
Inceptionr LLC
N/A—4,489-4,489-100%$456.5K———
HSBC Holdings PLC
N/A—4,418-4,418-100%$446.2K———
AXQ Capital, LP
N/A—4,416-4,416-100%$449.1K———
State Board of Administration of Florida Retirement System
N/A—4,365-4,365-100%$443.9K———
Royal Bank of Canada
N/A—4,353-4,353-100%$444.0K———
Vanguard Personalized Indexing Management, LLC
N/A—4,288-4,288-100%$436.1K———
Vanguard Investments Australia, Ltd.
N/A—4,240-4,240-100%$431.2K———
Prudential Financial Inc
N/A—3,721-3,721-100%$378.4K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—3,578-3,578-100%$363.9K———
KLP Kapitalforvaltning AS
N/A—3,500-3,500-100%$356.0K———
L2 Asset Management, LLC
N/A—2,773-2,773-100%$282.0K———
Vela Investment Management, LLC
N/A—2,743-2,743-100%$279.0K———
Occudo Quantitative Strategies LP
N/A—2,616-2,616-100%$266.0K———
Focus Partners Wealth
N/A—2,406-2,406-100%$244.7K———
Silver OAK Securities, Incorporated
N/A—2,363-2,363-100%$240.3K———
Public Employees Retirement Association of Colorado
N/A—2,016-2,016-100%$205———
Orion Porfolio Solutions, LLC
N/A—1,989-1,989-100%$202.3K———
Victory Capital Management Inc
N/A—1,984-1,984-100%$201.8K———
Integrated Wealth Concepts LLC
N/A—1,970-1,970-100%$200.3K———
Ameritas Investment Partners, Inc.
N/A—1,550-1,550-100%$157.6K———
Tower Research Capital LLC (TRC)
N/A—1,428-1,428-100%$145.2K———
Public Employees Retirement System of Ohio
N/A—440-440-100%$44.7K———
Optiver Holding B.V.
N/A—427-427-100%$43.4K———
Rockefeller Capital Management L.P.
N/A—294-294-100%$29.9K———
Jones Financial Companies Lllp
N/A—261-261-100%$24.0K———
Osaic Holdings, Inc.
N/A—256-256-100%$26.0K———
UBS Asset Management Americas LLC
N/A—248-248-100%$25.2K———
Smartleaf Asset Management LLC
N/A—212-212-100%$20.9K———
Global Retirement Partners, LLC
N/A—130-130-100%$13.2K———
Barrow Hanley Mewhinney & Strauss LLC
N/A—56-56-100%$5.7K———
Picton Mahoney Asset Management
N/A—44-44-100%$4.5K———
Northwestern Mutual Wealth Management Co
N/A—42-42-100%$4.3K———
Quarry LP
N/A—37-37-100%$3.8K———
Steward Partners Investment Advisory, LLC
N/A—19-19-100%$1.9K———
Rothschild Investment LLC
N/A—17-17-100%$1.7K———
Kilter Group LLC
N/A—13-13-100%$1.3K———
BFC Planning, Inc.
N/A—12-12-100%$1.2K———
Keating Financial Advisory Services, Inc.
N/A—2-2-100%$203———
National Bank of Canada
N/A—1-1-100%$102———
Showing 220 of 220 institutions