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Critical Metals Corp (CRML)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,078,828 from 993,699
Change+85,129 (+9%)
Value$7.8M (-$2.4M)
Filed 2026-11-06
Alps Advisors Inc
INCREASED
Shares594,268 from 397,537
Change+196,731 (+49%)
Value$4.3M (+$239.6K)
Filed 2026-11-03
Creative Planning
DECREASED
Shares291,916 from 321,490
Change-29,574 (-9%)
Value$2.1M (-$1.2M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares274,448 from 274,448
Change0 (0%)
Value$2.0M (-$820.6K)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
NEW
Shares241,035
Change+241,035
Value$1.7M
Filed 2026-10-29
Imc-Chicago, LLC
NEW
Shares200,635
Change+200,635
Value$1.5M
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares173,165 from 162,613
Change+10,552 (+6%)
Value$1.3M (-$409.6K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares135,993 from 35,227
Change+100,766 (+286%)
Value$987.3K (+$626.2K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares121,883 from 133,789
Change-11,906 (-9%)
Value$884.9K (-$486.5K)
Filed 2026-11-06
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares83,733 from 104,770
Change-21,037 (-20%)
Value$607.9K (-$466.0K)
Filed 2026-10-20
Verity Asset Management, Inc.
NEW
Shares77,018
Change+77,018
Value$559.2K
Filed 2026-10-30
Next Level Private LLC
UNCHANGED
Shares53,955 from 53,955
Change0 (0%)
Value$391.7K (-$161.3K)
Filed 2026-10-20
Daiwa Securities Group Inc.
DECREASED
Shares48,600 from 280,300
Change-231,700 (-83%)
Value$352.8K (-$2.5M)
Filed 2026-10-29
Savant Capital, LLC
NEW
Shares47,223
Change+47,223
Value$342.8K
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares45,800 from 78,100
Change-32,300 (-41%)
Value$332.5K (-$468.0K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares44,100 from 31,400
Change+12,700 (+40%)
Value$320.2K (-$1.7K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares43,796 from 56,600
Change-12,804 (-23%)
Value$318 (-$262)
Filed 2026-11-02
Canton Hathaway, LLC
INCREASED
Shares35,000 from 20,000
Change+15,000 (+75%)
Value$254.1K (+$49.1K)
Filed 2026-10-23
Barclays PLC
DECREASED
Shares32,406 from 552,904
Change-520,498 (-94%)
Value$235.3K (-$5.4M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares27,906 from 32,795
Change-4,889 (-15%)
Value$202.6K (-$133.6K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares26,693 from 24,585
Change+2,108 (+9%)
Value$182.3K (-$13.1K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares26,450 from 17,520
Change+8,930 (+51%)
Value$190.4K (+$17.9K)
Filed 2026-11-02
Warberg Asset Management LLC
NEW
Shares21,437
Change+21,437
Value$155.6K
Filed 2026-11-02
Belvedere Trading LLC
INCREASED
Shares18,867 from 5,740
Change+13,127 (+229%)
Value$137.0K (+$78.1K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares17,134 from 17,575
Change-441 (-3%)
Value$124.4K (-$55.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares14,500 from 11,000
Change+3,500 (+32%)
Value$105.3K (-$7.5K)
Filed 2026-11-06
Ethic Inc.
NEW
Shares14,357
Change+14,357
Value$104.2K
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares14,219 from 13,663
Change+556 (+4%)
Value$103.2K (-$36.8K)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares11,859 from 10,272
Change+1,587 (+15%)
Value$86.1K (-$19.2K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares11,847 from 8,914
Change+2,933 (+33%)
Value$86.0K (-$5.4K)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares5,559 from 5,055
Change+504 (+10%)
Value$57.0K (+$5.2K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$36.3K (-$15.0K)
Filed 2026-10-01
Leonteq Securities AG
DECREASED
Shares3,721 from 51,349
Change-47,628 (-93%)
Value$27.0K (-$499.3K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares3,668 from 3,973
Change-305 (-8%)
Value$26.6K (-$14.1K)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares2,879 from 2,413
Change+466 (+19%)
Value$20.9K (-$3.8K)
Filed 2026-11-05
Eastern Bank
INCREASED
Shares2,688 from 635
Change+2,053 (+323%)
Value$19.5K (+$13.0K)
Filed 2026-10-05
Sterling Capital Management LLC
INCREASED
Shares2,506 from 238
Change+2,268 (+953%)
Value$18.2K (+$15.8K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares2,311 from 1,201
Change+1,110 (+92%)
Value$16.8K (+$4.5K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares2,020
Change+2,020
Value$14.7K
Filed 2026-10-09
True Wealth Design, LLC
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$12.8K (-$5.3K)
Filed 2026-10-13
IFP Advisors, Inc
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$12.7K (-$5.2K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares1,538
Change+1,538
Value$11.2K
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$10.2K (-$4.2K)
Filed 2026-10-15
Lanark Financial, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$8.0K (-$3.3K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares1,072 from 59
Change+1,013 (+1717%)
Value$7.8K (+$7.2K)
Filed 2026-10-08
Financial Consulate, Inc
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$7.6K (-$3.1K)
Filed 2026-10-23
SJS Investment Consulting Inc.
INCREASED
Shares1,021 from 1,000
Change+21 (+2%)
Value$7.4K (-$2.8K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares1,000 from 70
Change+930 (+1329%)
Value$7.3K (+$6.5K)
Filed 2026-10-30
Legacy Bridge, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$7.3K (-$3.0K)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares926 from 932
Change-6 (-1%)
Value$6.7K (-$2.8K)
Filed 2026-10-14
Compass Financial Management LLC
NEW
Shares782
Change+782
Value$5.7K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares736 from 722
Change+14 (+2%)
Value$5.3K (-$2.1K)
Filed 2026-11-04
Fortitude Family Office, LLC
NEW
Shares714
Change+714
Value$5.2K
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$3.4K (-$1.4K)
Filed 2026-11-05
Planning Strategies Inc.
DECREASED
Shares450 from 750
Change-300 (-40%)
Value$3.3K (-$4.4K)
Filed 2026-10-02
Citizens National Bank Trust Department
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$2.8K (-$1.1K)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares338 from 3,663
Change-3,325 (-91%)
Value$2.5K (-$35.1K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$1.9K (-$777)
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares210
Change+210
Value$1.5K
Filed 2026-10-29
Parkside Financial Bank & Trust
NEW
Shares202
Change+202
Value$1.5K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.5K (-$598)
Filed 2026-10-14
Zions Bancorporation, National Association
NEW
Shares164
Change+164
Value$1.2K
Filed 2026-11-06
Versant Capital Management, Inc
NEW
Shares151
Change+151
Value$1.1K
Filed 2026-10-02
Toth Financial Advisory Corp
INCREASED
Shares150 from 100
Change+50 (+50%)
Value$1.1K (+$64)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED
Shares150 from 100
Change+50 (+50%)
Value$1 ($0)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares106
Change+106
Value$770
Filed 2026-11-05
Nfsg Corp
NEW
Shares100
Change+100
Value$726
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$726 (-$68)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
NEW
Shares94
Change+94
Value$683
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares60
Change+60
Value$436
Filed 2026-10-21
Gen-Wealth Partners Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$363 (-$150)
Filed 2026-11-04
Hughes Financial Services, LLC
NEW
Shares42
Change+42
Value$334
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares37
Change+37
Value$269
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares26 from 43
Change-17 (-40%)
Value$0 ($0)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares20
Change+20
Value$145
Filed 2026-11-03
Investors Research Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$145 (-$60)
Filed 2026-10-07
Mather Group, Llc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$36 (-$15)
Filed 2026-10-14
Natixis
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Independent Financial Group, LLC
CLOSED
Shares0 from 53,900
Change-53,900 (-100%)
Value$0 (-$552.5K)
Filed 2026-10-13
State of Wyoming
CLOSED
Shares0 from 11,868
Change-11,868 (-100%)
Value$0 (-$121.6K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-14
North Star Investment Management Corp.
CLOSED
Shares0 from 1,530
Change-1,530 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-27
Stone House Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-23
FNY Investment Advisers, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 ($0)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 4,524,553
Change-4,524,553 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,607,198
Change-3,607,198 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,999,998
Change-2,999,998 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,766,628
Change-2,766,628 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,146,239
Change-1,146,239 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,059,285
Change-1,059,285 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 905,862
Change-905,862 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 800,149
Change-800,149 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 703,599
Change-703,599 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 695,182
Change-695,182 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 424,582
Change-424,582 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 415,949
Change-415,949 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 389,953
Change-389,953 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 373,429
Change-373,429 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 363,058
Change-363,058 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 321,846
Change-321,846 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 253,053
Change-253,053 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 221,520
Change-221,520 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 165,240
Change-165,240 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 149,860
Change-149,860 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 145,970
Change-145,970 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 133,339
Change-133,339 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 120,896
Change-120,896 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 104,770
Change-104,770 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 94,077
Change-94,077 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 81,799
Change-81,799 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 80,756
Change-80,756 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 79,525
Change-79,525 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 64,151
Change-64,151 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 58,688
Change-58,688 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 56,491
Change-56,491 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 52,688
Change-52,688 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 45,338
Change-45,338 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 43,731
Change-43,731 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,517
Change-43,517 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 42,160
Change-42,160 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 40,587
Change-40,587 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 40,295
Change-40,295 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 39,303
Change-39,303 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,543
Change-36,543 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 32,613
Change-32,613 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 32,399
Change-32,399 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 31,266
Change-31,266 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 27,941
Change-27,941 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,010
Change-26,010 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 25,997
Change-25,997 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 23,402
Change-23,402 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 23,088
Change-23,088 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 23,088
Change-23,088 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 21,734
Change-21,734 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 21,204
Change-21,204 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,951
Change-19,951 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 18,533
Change-18,533 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,105
Change-18,105 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 17,026
Change-17,026 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 16,081
Change-16,081 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,028
Change-16,028 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 15,848
Change-15,848 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,934
Change-12,934 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,683
Change-12,683 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 11,412
Change-11,412 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 11,370
Change-11,370 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,162
Change-6,162 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Skaana Management L.P.
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 817
Change-817 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 545
Change-545 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 151
Change-151 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 40
Change-40 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,078,828993,699+85,129+9%$10.2M$7.8M-$2.4M2026-11-06
Alps Advisors Inc
INCREASED594,268397,537+196,731+49%$4.1M$4.3M+$239.6K2026-11-03
Creative Planning
DECREASED291,916321,490-29,574-9%$3.3M$2.1M-$1.2M2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED274,448274,44800%$2.8M$2.0M-$820.6K2026-11-06
Caitong International Asset Management Co., Ltd
NEW241,035—+241,035——$1.7M—2026-10-29
Imc-Chicago, LLC
NEW200,635—+200,635——$1.5M—2026-11-05
Bank of New York Mellon Corp
INCREASED173,165162,613+10,552+6%$1.7M$1.3M-$409.6K2026-11-05
Citigroup Inc
INCREASED135,99335,227+100,766+286%$361.1K$987.3K+$626.2K2026-11-04
LPL Financial LLC
DECREASED121,883133,789-11,906-9%$1.4M$884.9K-$486.5K2026-11-06
Kingsbury Capital Investment Advisors LLC
DECREASED83,733104,770-21,037-20%$1.1M$607.9K-$466.0K2026-10-20
Verity Asset Management, Inc.
NEW77,018—+77,018——$559.2K—2026-10-30
Next Level Private LLC
UNCHANGED53,95553,95500%$553.0K$391.7K-$161.3K2026-10-20
Daiwa Securities Group Inc.
DECREASED48,600280,300-231,700-83%$2.9M$352.8K-$2.5M2026-10-29
Savant Capital, LLC
NEW47,223—+47,223——$342.8K—2026-11-06
Moors & Cabot, Inc.
DECREASED45,80078,100-32,300-41%$800.5K$332.5K-$468.0K2026-11-06
Strs Ohio
INCREASED44,10031,400+12,700+40%$321.9K$320.2K-$1.7K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED43,79656,600-12,804-23%$580$318-$2622026-11-02
Canton Hathaway, LLC
INCREASED35,00020,000+15,000+75%$205.0K$254.1K+$49.1K2026-10-23
Barclays PLC
DECREASED32,406552,904-520,498-94%$5.7M$235.3K-$5.4M2026-11-06
Russell Investments Group, Ltd.
DECREASED27,90632,795-4,889-15%$336.1K$202.6K-$133.6K2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED26,69324,585+2,108+9%$195.5K$182.3K-$13.1K2026-10-13
International Assets Investment Management, LLC
INCREASED26,45017,520+8,930+51%$172.6K$190.4K+$17.9K2026-11-02
Warberg Asset Management LLC
NEW21,437—+21,437——$155.6K—2026-11-02
Belvedere Trading LLC
INCREASED18,8675,740+13,127+229%$58.8K$137.0K+$78.1K2026-11-05
US Bancorp \de\
DECREASED17,13417,575-441-3%$180.1K$124.4K-$55.8K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED14,50011,000+3,500+32%$112.8K$105.3K-$7.5K2026-11-06
Ethic Inc.
NEW14,357—+14,357——$104.2K—2026-11-03
SBI Securities Co., Ltd.
INCREASED14,21913,663+556+4%$140.0K$103.2K-$36.8K2026-10-22
Vontobel Holding Ltd.
INCREASED11,85910,272+1,587+15%$105.3K$86.1K-$19.2K2026-10-16
Signaturefd, LLC
INCREASED11,8478,914+2,933+33%$91.4K$86.0K-$5.4K2026-10-23
Allworth Financial LP
INCREASED5,5595,055+504+10%$51.8K$57.0K+$5.2K2026-11-06
Hickory Point Bank & Trust
UNCHANGED5,0005,00000%$51.3K$36.3K-$15.0K2026-10-01
Leonteq Securities AG
DECREASED3,72151,349-47,628-93%$526.3K$27.0K-$499.3K2026-10-29
Farther Finance Advisors, LLC
DECREASED3,6683,973-305-8%$40.7K$26.6K-$14.1K2026-10-08
Larson Financial Group LLC
INCREASED2,8792,413+466+19%$24.7K$20.9K-$3.8K2026-11-05
Eastern Bank
INCREASED2,688635+2,053+323%$6.5K$19.5K+$13.0K2026-10-05
Sterling Capital Management LLC
INCREASED2,506238+2,268+953%$2.4K$18.2K+$15.8K2026-10-22
Parallel Advisors, LLC
INCREASED2,3111,201+1,110+92%$12.3K$16.8K+$4.5K2026-11-03
GK Wealth Management LLC
NEW2,020—+2,020——$14.7K—2026-10-09
True Wealth Design, LLC
UNCHANGED1,7591,75900%$18.0K$12.8K-$5.3K2026-10-13
IFP Advisors, Inc
UNCHANGED1,7441,74400%$17.9K$12.7K-$5.2K2026-10-16
Ascentis Independent Advisors
NEW1,538—+1,538——$11.2K—2026-11-03
Blue Trust, Inc.
UNCHANGED1,4001,40000%$14.4K$10.2K-$4.2K2026-10-15
Lanark Financial, Inc.
UNCHANGED1,1001,10000%$11.3K$8.0K-$3.3K2026-10-26
Gamma Investing LLC
INCREASED1,07259+1,013+1717%$605$7.8K+$7.2K2026-10-08
Financial Consulate, Inc
UNCHANGED1,0421,04200%$10.7K$7.6K-$3.1K2026-10-23
SJS Investment Consulting Inc.
INCREASED1,0211,000+21+2%$10.3K$7.4K-$2.8K2026-10-26
Spire Wealth Management
INCREASED1,00070+930+1329%$718$7.3K+$6.5K2026-10-30
Legacy Bridge, LLC
UNCHANGED1,0001,00000%$10.3K$7.3K-$3.0K2026-10-28
Essential Partners LLC
DECREASED926932-6-1%$9.6K$6.7K-$2.8K2026-10-14
Compass Financial Management LLC
NEW782—+782——$5.7K—2026-10-30
EverSource Wealth Advisors, LLC
INCREASED736722+14+2%$7.4K$5.3K-$2.1K2026-11-04
Fortitude Family Office, LLC
NEW714—+714——$5.2K—2026-10-14
Hurley Capital, LLC
UNCHANGED46546500%$4.8K$3.4K-$1.4K2026-11-05
Planning Strategies Inc.
DECREASED450750-300-40%$7.7K$3.3K-$4.4K2026-10-02
Citizens National Bank Trust Department
UNCHANGED38038000%$3.9K$2.8K-$1.1K2026-11-04
Nisa Investment Advisors, LLC
DECREASED3383,663-3,325-91%$37.5K$2.5K-$35.1K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED26026000%$2.7K$1.9K-$7772026-10-15
Next Level Wealth Planning, LLC
NEW210—+210——$1.5K—2026-10-29
Parkside Financial Bank & Trust
NEW202—+202——$1.5K—2026-10-27
Triumph Capital Management
UNCHANGED20020000%$2.1K$1.5K-$5982026-10-14
Zions Bancorporation, National Association
NEW164—+164——$1.2K—2026-11-06
Versant Capital Management, Inc
NEW151—+151——$1.1K—2026-10-02
Toth Financial Advisory Corp
INCREASED150100+50+50%$1.0K$1.1K+$642026-10-08
Hazlett, Burt & Watson, Inc.
INCREASED150100+50+50%$1$1$02026-11-04
Silver Grove Financial Group, Inc.
NEW106—+106——$770—2026-11-05
Nfsg Corp
NEW100—+100——$726—2026-10-15
Financially Speaking Inc
UNCHANGED10010000%$794$726-$682026-11-05
Physician Wealth Advisors, Inc.
NEW94—+94——$683—2026-10-20
Root Financial Partners, LLC
NEW60—+60——$436—2026-10-21
Gen-Wealth Partners Inc
UNCHANGED505000%$513$363-$1502026-11-04
Hughes Financial Services, LLC
NEW42—+42——$334—2026-10-30
Meriwether Wealth & Planning, LLC
NEW37—+37——$269—2026-10-13
Covestor Ltd
DECREASED2643-17-40%$0$0$02026-10-30
Ascentis Wealth Management, LLC
NEW20—+20——$145—2026-11-03
Investors Research Corp
UNCHANGED202000%$205$145-$602026-10-07
Mather Group, Llc.
UNCHANGED5500%$51$36-$152026-10-14
Natixis
CLOSED0100,000-100,000-100%$1.0M$0-$1.0M2026-11-06
Independent Financial Group, LLC
CLOSED053,900-53,900-100%$552.5K$0-$552.5K2026-10-13
State of Wyoming
CLOSED011,868-11,868-100%$121.6K$0-$121.6K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,000-2,000-100%$20.5K$0-$20.5K2026-10-14
North Star Investment Management Corp.
CLOSED01,530-1,530-100%$15.7K$0-$15.7K2026-10-27
Stone House Investment Management, LLC
CLOSED0200-200-100%$2.1K$0-$2.1K2026-10-23
FNY Investment Advisers, LLC
CLOSED040-40-100%$0$0$02026-10-16
BlackRock, Inc.
N/A—4,524,553-4,524,553-100%$46.4M———
Marex Group Ltd
N/A—3,607,198-3,607,198-100%$37.0M———
Citadel Advisors LLC
N/A—2,999,998-2,999,998-100%$30.7M———
UBS Group AG
N/A—2,766,628-2,766,628-100%$28.4M———
Davidson Kempner Capital Management LP
N/A—1,500,000-1,500,000-100%$15.4M———
Morgan Stanley
N/A—1,146,239-1,146,239-100%$11.7M———
State Street Corp
N/A—1,059,285-1,059,285-100%$10.9M———
Millennium Management LLC
N/A—905,862-905,862-100%$9.3M———
Bank of America Corp
N/A—800,149-800,149-100%$8.2M———
Renaissance Technologies LLC
N/A—703,599-703,599-100%$7.2M———
Vanguard Portfolio Management LLC
N/A—695,182-695,182-100%$7.1M———
Bridgewater Associates, LP
N/A—424,582-424,582-100%$4.4M———
National Bank of Canada
N/A—415,949-415,949-100%$4.3M———
Northern Trust Corp
N/A—389,953-389,953-100%$4.0M———
AQR Capital Management LLC
N/A—373,429-373,429-100%$3.8M———
Goldman Sachs Group Inc
N/A—363,058-363,058-100%$3.7M———
Nuveen, LLC
N/A—321,846-321,846-100%$3.3M———
Balyasny Asset Management L.P.
N/A—253,053-253,053-100%$2.6M———
Alliancebernstein L.P.
N/A—221,520-221,520-100%$1.8M———
Charles Schwab Investment Management Inc
N/A—165,240-165,240-100%$1.7M———
Clear Street Group Inc.
N/A—149,860-149,860-100%$1.9M———
Quantinno Capital Management LP
N/A—145,970-145,970-100%$1.5M———
Voya Investment Management LLC
N/A—133,339-133,339-100%$1.4M———
Cetera Investment Advisers
N/A—120,896-120,896-100%$1.2M———
KMT Wealth Management, LLC
N/A—104,770-104,770-100%$1.1M———
Centiva Capital, LP
N/A—94,077-94,077-100%$964.3K———
BNP Paribas Financial Markets
N/A—81,799-81,799-100%$838.4K———
Rhumbline Advisers
N/A—80,756-80,756-100%$827.7K———
Wells Fargo & Company
N/A—79,525-79,525-100%$815.1K———
Toronto Dominion Bank
N/A—75,000-75,000-100%$768.8K———
Vanguard Fiduciary Trust Co
N/A—64,151-64,151-100%$657.5K———
Entropy Technologies, LP
N/A—58,688-58,688-100%$601.6K———
Price T Rowe Associates Inc
N/A—56,491-56,491-100%$580———
Jane Street Group, LLC
N/A—52,688-52,688-100%$540.1K———
Fora Capital, LLC
N/A—45,338-45,338-100%$463.8K———
Group One Trading LLC
N/A—44,683-44,683-100%$458.0K———
Franklin Resources Inc
N/A—43,731-43,731-100%$448.2K———
HighTower Advisors, LLC
N/A—43,517-43,517-100%$446.0K———
Insigneo Advisory Services, LLC
N/A—42,160-42,160-100%$432.1K———
MetLife Investment Management, LLC
N/A—40,587-40,587-100%$416.0K———
Cerity Partners LLC
N/A—40,295-40,295-100%$413.0K———
Cresset Asset Management, LLC
N/A—39,303-39,303-100%$402.9K———
Invesco Ltd.
N/A—36,543-36,543-100%$374.6K———
Rockefeller Capital Management L.P.
N/A—36,003-36,003-100%$369.0K———
JPMorgan Chase & Co
N/A—32,613-32,613-100%$334.9K———
Susquehanna International Group, LLP
N/A—32,399-32,399-100%$332.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—31,266-31,266-100%$320.5K———
AXQ Capital, LP
N/A—27,941-27,941-100%$286.4K———
Raymond James Financial Inc
N/A—26,010-26,010-100%$266.6K———
Banque Cantonale Vaudoise
N/A—26,000-26,000-100%$267.0K———
Engineers Gate Manager LP
N/A—25,997-25,997-100%$266.5K———
Defiance ETFs, LLC
N/A—23,670-23,670-100%$233.2K———
Penserra Capital Management LLC
N/A—23,670-23,670-100%$242———
IEQ Capital, LLC
N/A—23,402-23,402-100%$239.9K———
Sound Capital Solutions LLC
N/A—23,088-23,088-100%$236.7K———
Optimize Financial Inc.
N/A—23,088-23,088-100%$236.7K———
Intech Investment Management LLC
N/A—21,734-21,734-100%$222.8K———
Police & Firemen's Retirement System of New Jersey
N/A—21,204-21,204-100%$217.3K———
Tidal Investments LLC
N/A—19,951-19,951-100%$204.5K———
State of Wisconsin Investment Board
N/A—19,500-19,500-100%$199.9K———
Manufacturers Life Insurance Company, the
N/A—18,533-18,533-100%$190.0K———
Transcend Capital Advisors, LLC
N/A—18,105-18,105-100%$185.6K———
Jones Financial Companies Lllp
N/A—17,124-17,124-100%$171.1K———
Ballentine Partners, LLC
N/A—17,026-17,026-100%$174.5K———
Osaic Holdings, Inc.
N/A—16,971-16,971-100%$173.9K———
Fosun International Ltd
N/A—16,666-16,666-100%$170.8K———
Headlands Technologies LLC
N/A—16,081-16,081-100%$164.8K———
FMR LLC
N/A—16,028-16,028-100%$164.3K———
Vanguard Global Advisers, LLC
N/A—15,848-15,848-100%$162.4K———
New York State Common Retirement Fund
N/A—14,300-14,300-100%$146.6K———
Royal Bank of Canada
N/A—12,934-12,934-100%$132.0K———
Mariner, LLC
N/A—12,683-12,683-100%$130.0K———
Pallas Capital Advisors LLC
N/A—11,412-11,412-100%$117.0K———
Chase Investment Counsel Corp
N/A—11,370-11,370-100%$116———
PFG Investments, LLC
N/A—10,895-10,895-100%$111.7K———
Sanctuary Advisors, LLC
N/A—10,879-10,879-100%$111.5K———
Prudential Financial Inc
N/A—10,855-10,855-100%$111.3K———
Alyeska Investment Group, L.P.
N/A—10,000-10,000-100%$102.5K———
Global Retirement Partners, LLC
N/A—9,872-9,872-100%$101.2K———
Steward Partners Investment Advisory, LLC
N/A—7,200-7,200-100%$73.8K———
Legal & General Group Plc
N/A—6,587-6,587-100%$67.4K———
Ameritas Investment Partners, Inc.
N/A—6,162-6,162-100%$63.2K———
Arax Advisory Partners
N/A—5,873-5,873-100%$60.2K———
Tower Research Capital LLC (TRC)
N/A—5,438-5,438-100%$55.7K———
Hollencrest Capital Management
N/A—4,123-4,123-100%$42.3K———
Meeder Asset Management Inc
N/A—3,779-3,779-100%$38.7K———
Skaana Management L.P.
N/A—1,646-1,646-100%$16.9K———
Consultiva Wealth Management, Corp.
N/A—1,500-1,500-100%$15.4K———
California State Teachers Retirement System
N/A—817-817-100%$8.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—545-545-100%$5.6K———
Ameritas Advisory Services, LLC
N/A—288-288-100%$3.0K———
NewEdge Advisors, LLC
N/A—237-237-100%$2.4K———
JDM Financial Group LLC
N/A—201-201-100%$2.1K———
Caitlin John, LLC
N/A—200-200-100%$2.1K———
Harbour Investments, Inc.
N/A—168-168-100%$1.7K———
Roble, Belko & Company, Inc
N/A—151-151-100%$2———
IMA Advisory Services, Inc.
N/A—100-100-100%$1.0K———
Geneos Wealth Management Inc.
N/A—100-100-100%$1.0K———
UBS Asset Management Americas LLC
N/A—80-80-100%$820———
Rothschild Investment LLC
N/A—76-76-100%$779———
Highland Investment Advisors LLC
N/A—75-75-100%$769———
Quantbot Technologies LP
N/A—40-40-100%$410———
Optiver Holding B.V.
N/A—9-9-100%$92———
Transamerica Financial Advisors, LLC
N/A—8-8-100%$82———
Keating Financial Advisory Services, Inc.
N/A—3-3-100%$31———
Showing 189 of 189 institutions