Fidelis Insurance Hldgs L (PLGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

LSV Asset Management

DECREASED

Shares4,431,506 from 4,763,740

Change-332,234 (-7%)

Value$104.8K (-$11.1K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares3,560,104 from 3,232,830

Change+327,274 (+10%)

Value$84.2M (+$5.5M)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares649,029 from 595,409

Change+53,620 (+9%)

Value$15.4M (+$857.8K)

Filed 2026-11-06

Royce & Associates LP

DECREASED

Shares471,892 from 1,079,940

Change-608,048 (-56%)

Value$11.2M (-$15.1M)

Filed 2026-11-09

Acadian Asset Management LLC

INCREASED

Shares458,565 from 371,977

Change+86,588 (+23%)

Value$10.8K (+$1.8K)

Filed 2026-11-09

Creative Planning

INCREASED

Shares411,000 from 320,661

Change+90,339 (+28%)

Value$9.7M (+$1.9M)

Filed 2026-11-02

Russell Investments Group, Ltd.

DECREASED

Shares322,404 from 411,624

Change-89,220 (-22%)

Value$7.6M (-$2.4M)

Filed 2026-11-06

Bank of New York Mellon Corp

INCREASED

Shares144,882 from 132,043

Change+12,839 (+10%)

Value$3.4M (+$212.7K)

Filed 2026-11-05

Diversified Trust Co

UNCHANGED

Shares139,108 from 139,108

Change0 (0%)

Value$3.3M (-$96.0K)

Filed 2026-11-06

Principal Financial Group Inc

NEW

Shares138,827

Change+138,827

Value$3.3M

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares113,649 from 193,931

Change-80,282 (-41%)

Value$2.7M (-$2.0M)

Filed 2026-11-04

Kendall Capital Management

INCREASED

Shares96,530 from 91,465

Change+5,065 (+6%)

Value$2.3M (+$56.7K)

Filed 2026-10-23

Knights of Columbus Asset Advisors LLC

INCREASED

Shares74,197 from 73,849

Change+348 (+0%)

Value$1.8M (-$42.7K)

Filed 2026-11-05

Point Nemo Capital, LLC

INCREASED

Shares71,600 from 71,277

Change+323 (+0%)

Value$1.7M (-$41.5K)

Filed 2026-11-03

Wedge Capital Management L L P

INCREASED

Shares58,282 from 54,452

Change+3,830 (+7%)

Value$1.4M (+$53.0K)

Filed 2026-10-13

Deutsche Bank Ag\

INCREASED

Shares47,737 from 46,373

Change+1,364 (+3%)

Value$1.1M (+$274)

Filed 2026-11-06

Citizens Financial Group Inc

INCREASED

Shares40,784 from 40,244

Change+540 (+1%)

Value$964.9K (-$15.0K)

Filed 2026-10-23

Savant Capital, LLC

INCREASED

Shares33,894 from 29,432

Change+4,462 (+15%)

Value$801.9K (+$85.3K)

Filed 2026-11-06

Achmea Investment Management B.V.

NEW

Shares32,300

Change+32,300

Value$764.8K

Filed 2026-10-30

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares25,706 from 32,320

Change-6,614 (-20%)

Value$608.2K (-$178.8K)

Filed 2026-10-16

SEB Asset Management AB

NEW

Shares25,585

Change+25,585

Value$605.3K

Filed 2026-11-04

Barclays PLC

INCREASED

Shares19,958 from 6,459

Change+13,499 (+209%)

Value$472.2K (+$314.9K)

Filed 2026-11-06

CenterBook Partners LP

INCREASED

Shares19,504 from 15,570

Change+3,934 (+25%)

Value$461.5K (+$82.3K)

Filed 2026-11-02

Joel Isaacson & Co., LLC

INCREASED

Shares19,487 from 19,462

Change+25 (+0%)

Value$461.1K (-$12.8K)

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares15,489 from 14,457

Change+1,032 (+7%)

Value$378.7K (+$16.3K)

Filed 2026-10-13

Sterling Capital Management LLC

INCREASED

Shares14,315 from 13,361

Change+954 (+7%)

Value$338.7K (+$13.4K)

Filed 2026-10-22

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares13,898 from 14,529

Change-631 (-4%)

Value$328.8K (-$25.0K)

Filed 2026-11-09

Squarepoint Ops LLC

DECREASED

Shares13,693 from 16,587

Change-2,894 (-17%)

Value$324.0K (-$79.9K)

Filed 2026-11-09

Quadrant Capital Group LLC

DECREASED

Shares13,351 from 13,402

Change-51 (0%)

Value$329.2K (+$2.9K)

Filed 2026-10-20

Lynx Capital Group LTD

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$236.6K (-$6.9K)

Filed 2026-11-04

Merit Financial Group, LLC

NEW

Shares9,606

Change+9,606

Value$227.3K

Filed 2026-11-06

State of Wyoming

DECREASED

Shares5,647 from 13,358

Change-7,711 (-58%)

Value$133.6K (-$191.7K)

Filed 2026-10-28

Larson Financial Group LLC

DECREASED

Shares3,356 from 3,387

Change-31 (-1%)

Value$79.4K (-$3.1K)

Filed 2026-11-05

State of Alaska, Department of Revenue

NEW

Shares3,261

Change+3,261

Value$77

Filed 2026-10-15

Signaturefd, LLC

INCREASED

Shares3,191 from 3,076

Change+115 (+4%)

Value$75.5K (+$599)

Filed 2026-10-23

Mirae Asset Global Investments Co., Ltd.

UNCHANGED

Shares2,793 from 2,793

Change0 (0%)

Value$66.1K (-$1.9K)

Filed 2026-11-03

Allworth Financial LP

INCREASED

Shares2,142 from 1,915

Change+227 (+12%)

Value$52.2K (+$5.5K)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares2,002 from 2,002

Change0 (0%)

Value$47.4K (-$1.4K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares1,837 from 1,803

Change+34 (+2%)

Value$43.5K (-$466)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares890 from 890

Change0 (0%)

Value$21.1K (-$615)

Filed 2026-10-16

Nisa Investment Advisors, LLC

INCREASED

Shares491 from 490

Change+1 (+0%)

Value$11.6K (-$315)

Filed 2026-10-20

EverSource Wealth Advisors, LLC

INCREASED

Shares472 from 453

Change+19 (+4%)

Value$11.2K (+$137)

Filed 2026-11-04

Essential Partners LLC

UNCHANGED

Shares358 from 358

Change0 (0%)

Value$8.5K (-$247)

Filed 2026-10-14

Versant Capital Management, Inc

INCREASED

Shares290 from 252

Change+38 (+15%)

Value$6.9K (+$725)

Filed 2026-10-02

Gamma Investing LLC

INCREASED

Shares222 from 197

Change+25 (+13%)

Value$5.3K (+$456)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

NEW

Shares213

Change+213

Value$5.0K

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares158

Change+158

Value$3.7K

Filed 2026-10-21

Physician Wealth Advisors, Inc.

INCREASED

Shares143 from 52

Change+91 (+175%)

Value$3.4K (+$2.1K)

Filed 2026-10-20

Covestor Ltd

DECREASED

Shares109 from 112

Change-3 (-3%)

Value$3 ($0)

Filed 2026-10-30

Silver Grove Financial Group, Inc.

INCREASED

Shares68 from 65

Change+3 (+5%)

Value$1.6K (+$26)

Filed 2026-11-05

SJS Investment Consulting Inc.

INCREASED

Shares60 from 44

Change+16 (+36%)

Value$1.4K (+$348)

Filed 2026-10-26

Brown, Lisle Ings, Inc.

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$1.1K (-$32)

Filed 2026-10-16

True Wealth Design, LLC

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.1K (-$32)

Filed 2026-10-13

Ascentis Wealth Management, LLC

NEW

Shares42

Change+42

Value$993

Filed 2026-11-03

Parkside Financial Bank & Trust

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$710 (-$21)

Filed 2026-10-27

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$615 (-$18)

Filed 2026-10-27

Geneos Wealth Management Inc.

NEW

Shares25

Change+25

Value$592

Filed 2026-11-09

Clearstead Advisors, LLC

DECREASED

Shares23 from 26

Change-3 (-12%)

Value$545 (-$90)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$497 (-$14)

Filed 2026-11-06

Fortitude Family Office, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$473 (-$14)

Filed 2026-10-14

MassMutual Private Wealth & Trust, FSB

NEW

Shares12

Change+12

Value$284

Filed 2026-10-05

CoreCap Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$260 (-$8)

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

DECREASED

Shares3 from 7

Change-4 (-57%)

Value$71 (-$99)

Filed 2026-10-29

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$52 (+$3)

Filed 2026-10-30

Strs Ohio

CLOSED

Shares0 from 31,500

Change-31,500 (-100%)

Value$0 (-$767.0K)

Filed 2026-10-30

LPL Financial LLC

CLOSED

Shares0 from 24,345

Change-24,345 (-100%)

Value$0 (-$592.8K)

Filed 2026-11-06

SmartHarvest Portfolios, LLC

CLOSED

Shares0 from 12,137

Change-12,137 (-100%)

Value$0 (-$295.5K)

Filed 2026-10-26

Intech Investment Management LLC

CLOSED

Shares0 from 9,229

Change-9,229 (-100%)

Value$0 (-$224.7K)

Filed 2026-11-09

Stone House Investment Management, LLC

CLOSED

Shares0 from 14

Change-14 (-100%)

Value$0 (-$341)

Filed 2026-10-23

Rossby Financial, LCC

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$268)

Filed 2026-11-05

Crestview Partners III GP, L.P.

N/A

Shares— from 9,739,675

Change-9,739,675 (-100%)

Value—

Cooperman Leon G

N/A

Shares— from 8,511,411

Change-8,511,411 (-100%)

Value—

Travelers Companies, Inc.

N/A

Shares— from 5,808,231

Change-5,808,231 (-100%)

Value—

Pine Brook Road Advisors, L.P.

N/A

Shares— from 5,769,921

Change-5,769,921 (-100%)

Value—

Crestview Partners IV GP, L.P.

N/A

Shares— from 4,511,799

Change-4,511,799 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,080,065

Change-3,080,065 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 1,499,625

Change-1,499,625 (-100%)

Value—

NFC Investments, LLC

N/A

Shares— from 918,112

Change-918,112 (-100%)

Value—

State Street Corp

N/A

Shares— from 824,688

Change-824,688 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 714,315

Change-714,315 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 713,921

Change-713,921 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 694,239

Change-694,239 (-100%)

Value—

Clough Capital Partners L P

N/A

Shares— from 597,947

Change-597,947 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 592,494

Change-592,494 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 545,092

Change-545,092 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 524,626

Change-524,626 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 518,646

Change-518,646 (-100%)

Value—

CSM Advisors, LLC

N/A

Shares— from 510,706

Change-510,706 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 452,549

Change-452,549 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 452,008

Change-452,008 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 451,921

Change-451,921 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 423,700

Change-423,700 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 382,649

Change-382,649 (-100%)

Value—

Algert Global LLC

N/A

Shares— from 369,071

Change-369,071 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 355,868

Change-355,868 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 301,643

Change-301,643 (-100%)

Value—

UBS Group AG

N/A

Shares— from 284,045

Change-284,045 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 283,179

Change-283,179 (-100%)

Value—

Stephens Inc

N/A

Shares— from 268,249

Change-268,249 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 256,555

Change-256,555 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 245,617

Change-245,617 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 237,799

Change-237,799 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 230,580

Change-230,580 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 222,880

Change-222,880 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 152,491

Change-152,491 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 152,202

Change-152,202 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 148,388

Change-148,388 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 138,027

Change-138,027 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 137,548

Change-137,548 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 117,874

Change-117,874 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 115,994

Change-115,994 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 99,948

Change-99,948 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 95,814

Change-95,814 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 94,984

Change-94,984 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 91,300

Change-91,300 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 88,079

Change-88,079 (-100%)

Value—

Man Group plc

N/A

Shares— from 86,864

Change-86,864 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 85,897

Change-85,897 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 80,534

Change-80,534 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 75,051

Change-75,051 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 71,423

Change-71,423 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 70,156

Change-70,156 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 67,063

Change-67,063 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 62,916

Change-62,916 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 62,418

Change-62,418 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 60,308

Change-60,308 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 59,245

Change-59,245 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 54,810

Change-54,810 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 50,383

Change-50,383 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 49,730

Change-49,730 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 46,657

Change-46,657 (-100%)

Value—

Magnetar Financial LLC

N/A

Shares— from 43,649

Change-43,649 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 41,871

Change-41,871 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 40,411

Change-40,411 (-100%)

Value—

Lighthouse Investment Partners, LLC

N/A

Shares— from 39,126

Change-39,126 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 38,751

Change-38,751 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 36,029

Change-36,029 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 35,538

Change-35,538 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 35,249

Change-35,249 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 32,203

Change-32,203 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 31,620

Change-31,620 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 31,507

Change-31,507 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 29,480

Change-29,480 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 28,499

Change-28,499 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 25,997

Change-25,997 (-100%)

Value—

Optimize Financial Inc.

N/A

Shares— from 25,495

Change-25,495 (-100%)

Value—

Sound Capital Solutions LLC

N/A

Shares— from 25,495

Change-25,495 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 23,179

Change-23,179 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 23,028

Change-23,028 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 22,400

Change-22,400 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 21,716

Change-21,716 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 20,251

Change-20,251 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 20,035

Change-20,035 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 18,518

Change-18,518 (-100%)

Value—

Red Door Wealth Management, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Dynamic Technology Lab Private Ltd

N/A

Shares— from 16,546

Change-16,546 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,969

Change-15,969 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,916

Change-15,916 (-100%)

Value—

Caprock Group, LLC

N/A

Shares— from 15,913

Change-15,913 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 15,380

Change-15,380 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 14,912

Change-14,912 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 14,053

Change-14,053 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 13,684

Change-13,684 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 13,448

Change-13,448 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 12,075

Change-12,075 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 11,911

Change-11,911 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 11,325

Change-11,325 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 11,154

Change-11,154 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 10,720

Change-10,720 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,697

Change-10,697 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 10,576

Change-10,576 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Doma Perpetual Capital Management LLC

N/A

Shares— from 9,855

Change-9,855 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 9,580

Change-9,580 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 8,891

Change-8,891 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 8,782

Change-8,782 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 8,634

Change-8,634 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 8,486

Change-8,486 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 7,643

Change-7,643 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 6,088

Change-6,088 (-100%)

Value—

FMR LLC

N/A

Shares— from 5,991

Change-5,991 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,991

Change-3,991 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 1,742

Change-1,742 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,421

Change-1,421 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,184

Change-1,184 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 1,157

Change-1,157 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 857

Change-857 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 681

Change-681 (-100%)

Value—

WealthCollab, LLC

N/A

Shares— from 627

Change-627 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 606

Change-606 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 202

Change-202 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 108

Change-108 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 76

Change-76 (-100%)

Value—

C M Bidwell & Associates LTD

N/A

Shares— from 35

Change-35 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 24

Change-24 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Quarry LP

N/A

Shares— from 4

Change-4 (-100%)

Value—

	Status
LSV Asset Management	DECREASED	4,431,506	4,763,740	-332,234	-7%	$116.0K	$104.8K	-$11.1K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	3,560,104	3,232,830	+327,274	+10%	$78.7M	$84.2M	+$5.5M	2026-11-04
Geode Capital Management, LLC	INCREASED	649,029	595,409	+53,620	+9%	$14.5M	$15.4M	+$857.8K	2026-11-06
Royce & Associates LP	DECREASED	471,892	1,079,940	-608,048	-56%	$26.3M	$11.2M	-$15.1M	2026-11-09
Acadian Asset Management LLC	INCREASED	458,565	371,977	+86,588	+23%	$9.0K	$10.8K	+$1.8K	2026-11-09
Creative Planning	INCREASED	411,000	320,661	+90,339	+28%	$7.8M	$9.7M	+$1.9M	2026-11-02
Russell Investments Group, Ltd.	DECREASED	322,404	411,624	-89,220	-22%	$10.0M	$7.6M	-$2.4M	2026-11-06
Bank of New York Mellon Corp	INCREASED	144,882	132,043	+12,839	+10%	$3.2M	$3.4M	+$212.7K	2026-11-05
Diversified Trust Co	UNCHANGED	139,108	139,108	0	0%	$3.4M	$3.3M	-$96.0K	2026-11-06
Principal Financial Group Inc	NEW	138,827	—	+138,827	—	—	$3.3M	—	2026-11-02
Citigroup Inc	DECREASED	113,649	193,931	-80,282	-41%	$4.7M	$2.7M	-$2.0M	2026-11-04
Kendall Capital Management	INCREASED	96,530	91,465	+5,065	+6%	$2.2M	$2.3M	+$56.7K	2026-10-23
Knights of Columbus Asset Advisors LLC	INCREASED	74,197	73,849	+348	+0%	$1.8M	$1.8M	-$42.7K	2026-11-05
Point Nemo Capital, LLC	INCREASED	71,600	71,277	+323	+0%	$1.7M	$1.7M	-$41.5K	2026-11-03
Wedge Capital Management L L P	INCREASED	58,282	54,452	+3,830	+7%	$1.3M	$1.4M	+$53.0K	2026-10-13
Deutsche Bank Ag\	INCREASED	47,737	46,373	+1,364	+3%	$1.1M	$1.1M	+$274	2026-11-06
Citizens Financial Group Inc	INCREASED	40,784	40,244	+540	+1%	$979.9K	$964.9K	-$15.0K	2026-10-23
Savant Capital, LLC	INCREASED	33,894	29,432	+4,462	+15%	$716.7K	$801.9K	+$85.3K	2026-11-06
Achmea Investment Management B.V.	NEW	32,300	—	+32,300	—	—	$764.8K	—	2026-10-30
Y-Intercept (Hong Kong) Ltd	DECREASED	25,706	32,320	-6,614	-20%	$787.0K	$608.2K	-$178.8K	2026-10-16
SEB Asset Management AB	NEW	25,585	—	+25,585	—	—	$605.3K	—	2026-11-04
Barclays PLC	INCREASED	19,958	6,459	+13,499	+209%	$157.3K	$472.2K	+$314.9K	2026-11-06
CenterBook Partners LP	INCREASED	19,504	15,570	+3,934	+25%	$379.1K	$461.5K	+$82.3K	2026-11-02
Joel Isaacson & Co., LLC	INCREASED	19,487	19,462	+25	+0%	$473.9K	$461.1K	-$12.8K	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	15,489	14,457	+1,032	+7%	$362.4K	$378.7K	+$16.3K	2026-10-13
Sterling Capital Management LLC	INCREASED	14,315	13,361	+954	+7%	$325.3K	$338.7K	+$13.4K	2026-10-22
Police & Firemen's Retirement System of New Jersey	DECREASED	13,898	14,529	-631	-4%	$353.8K	$328.8K	-$25.0K	2026-11-09
Squarepoint Ops LLC	DECREASED	13,693	16,587	-2,894	-17%	$403.9K	$324.0K	-$79.9K	2026-11-09
Quadrant Capital Group LLC	DECREASED	13,351	13,402	-51	0%	$326.3K	$329.2K	+$2.9K	2026-10-20
Lynx Capital Group LTD	UNCHANGED	10,000	10,000	0	0%	$243.5K	$236.6K	-$6.9K	2026-11-04
Merit Financial Group, LLC	NEW	9,606	—	+9,606	—	—	$227.3K	—	2026-11-06
State of Wyoming	DECREASED	5,647	13,358	-7,711	-58%	$325.3K	$133.6K	-$191.7K	2026-10-28
Larson Financial Group LLC	DECREASED	3,356	3,387	-31	-1%	$82.5K	$79.4K	-$3.1K	2026-11-05
State of Alaska, Department of Revenue	NEW	3,261	—	+3,261	—	—	$77	—	2026-10-15
Signaturefd, LLC	INCREASED	3,191	3,076	+115	+4%	$74.9K	$75.5K	+$599	2026-10-23
Mirae Asset Global Investments Co., Ltd.	UNCHANGED	2,793	2,793	0	0%	$68.0K	$66.1K	-$1.9K	2026-11-03
Allworth Financial LP	INCREASED	2,142	1,915	+227	+12%	$46.6K	$52.2K	+$5.5K	2026-11-06
Parallel Advisors, LLC	UNCHANGED	2,002	2,002	0	0%	$48.7K	$47.4K	-$1.4K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	1,837	1,803	+34	+2%	$43.9K	$43.5K	-$466	2026-10-08
IFP Advisors, Inc	UNCHANGED	890	890	0	0%	$21.7K	$21.1K	-$615	2026-10-16
Nisa Investment Advisors, LLC	INCREASED	491	490	+1	+0%	$11.9K	$11.6K	-$315	2026-10-20
EverSource Wealth Advisors, LLC	INCREASED	472	453	+19	+4%	$11.0K	$11.2K	+$137	2026-11-04
Essential Partners LLC	UNCHANGED	358	358	0	0%	$8.7K	$8.5K	-$247	2026-10-14
Versant Capital Management, Inc	INCREASED	290	252	+38	+15%	$6.1K	$6.9K	+$725	2026-10-02
Gamma Investing LLC	INCREASED	222	197	+25	+13%	$4.8K	$5.3K	+$456	2026-10-08
Provenance Wealth Advisors, LLC	NEW	213	—	+213	—	—	$5.0K	—	2026-10-30
Root Financial Partners, LLC	NEW	158	—	+158	—	—	$3.7K	—	2026-10-21
Physician Wealth Advisors, Inc.	INCREASED	143	52	+91	+175%	$1.3K	$3.4K	+$2.1K	2026-10-20
Covestor Ltd	DECREASED	109	112	-3	-3%	$3	$3	$0	2026-10-30
Silver Grove Financial Group, Inc.	INCREASED	68	65	+3	+5%	$1.6K	$1.6K	+$26	2026-11-05
SJS Investment Consulting Inc.	INCREASED	60	44	+16	+36%	$1.1K	$1.4K	+$348	2026-10-26
Brown, Lisle Ings, Inc.	UNCHANGED	47	47	0	0%	$1.1K	$1.1K	-$32	2026-10-16
True Wealth Design, LLC	UNCHANGED	46	46	0	0%	$1.1K	$1.1K	-$32	2026-10-13
Ascentis Wealth Management, LLC	NEW	42	—	+42	—	—	$993	—	2026-11-03
Parkside Financial Bank & Trust	UNCHANGED	30	30	0	0%	$731	$710	-$21	2026-10-27
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	26	26	0	0%	$633	$615	-$18	2026-10-27
Geneos Wealth Management Inc.	NEW	25	—	+25	—	—	$592	—	2026-11-09
Clearstead Advisors, LLC	DECREASED	23	26	-3	-12%	$635	$545	-$90	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	21	21	0	0%	$511	$497	-$14	2026-11-06
Fortitude Family Office, LLC	UNCHANGED	20	20	0	0%	$487	$473	-$14	2026-10-14
MassMutual Private Wealth & Trust, FSB	NEW	12	—	+12	—	—	$284	—	2026-10-05
CoreCap Advisors, LLC	UNCHANGED	11	11	0	0%	$268	$260	-$8	2026-10-08
Caitong International Asset Management Co., Ltd	DECREASED	3	7	-4	-57%	$170	$71	-$99	2026-10-29
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$49	$52	+$3	2026-10-30
Strs Ohio	CLOSED	0	31,500	-31,500	-100%	$767.0K	$0	-$767.0K	2026-10-30
LPL Financial LLC	CLOSED	0	24,345	-24,345	-100%	$592.8K	$0	-$592.8K	2026-11-06
SmartHarvest Portfolios, LLC	CLOSED	0	12,137	-12,137	-100%	$295.5K	$0	-$295.5K	2026-10-26
Intech Investment Management LLC	CLOSED	0	9,229	-9,229	-100%	$224.7K	$0	-$224.7K	2026-11-09
Stone House Investment Management, LLC	CLOSED	0	14	-14	-100%	$341	$0	-$341	2026-10-23
Rossby Financial, LCC	CLOSED	0	11	-11	-100%	$268	$0	-$268	2026-11-05
Crestview Partners III GP, L.P.	N/A	—	9,739,675	-9,739,675	-100%	$237.2M	—	—	—
Cooperman Leon G	N/A	—	8,511,411	-8,511,411	-100%	$207.3M	—	—	—
Travelers Companies, Inc.	N/A	—	5,808,231	-5,808,231	-100%	$141.4M	—	—	—
Pine Brook Road Advisors, L.P.	N/A	—	5,769,921	-5,769,921	-100%	$140.5M	—	—	—
Crestview Partners IV GP, L.P.	N/A	—	4,511,799	-4,511,799	-100%	$109.9M	—	—	—
BlackRock, Inc.	N/A	—	3,080,065	-3,080,065	-100%	$75.0M	—	—	—
American Century Companies Inc	N/A	—	1,499,625	-1,499,625	-100%	$36.5M	—	—	—
NFC Investments, LLC	N/A	—	918,112	-918,112	-100%	$22.4K	—	—	—
State Street Corp	N/A	—	824,688	-824,688	-100%	$20.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	714,315	-714,315	-100%	$17.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	713,921	-713,921	-100%	$17.4M	—	—	—
Two Sigma Investments, LP	N/A	—	694,239	-694,239	-100%	$16.9M	—	—	—
Clough Capital Partners L P	N/A	—	597,947	-597,947	-100%	$14.6M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	592,494	-592,494	-100%	$14.4M	—	—	—
AQR Capital Management LLC	N/A	—	545,092	-545,092	-100%	$13.3M	—	—	—
Nuveen, LLC	N/A	—	524,626	-524,626	-100%	$12.8M	—	—	—
Morgan Stanley	N/A	—	518,646	-518,646	-100%	$12.6M	—	—	—
CSM Advisors, LLC	N/A	—	510,706	-510,706	-100%	$12.4K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	452,549	-452,549	-100%	$11.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	452,008	-452,008	-100%	$11.0M	—	—	—
Empowered Funds, LLC	N/A	—	451,921	-451,921	-100%	$11.0M	—	—	—
Hillsdale Investment Management Inc.	N/A	—	423,700	-423,700	-100%	$10.3M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	382,649	-382,649	-100%	$9.3M	—	—	—
Algert Global LLC	N/A	—	369,071	-369,071	-100%	$9.0M	—	—	—
JPMorgan Chase & Co	N/A	—	355,868	-355,868	-100%	$8.8M	—	—	—
Renaissance Technologies LLC	N/A	—	301,643	-301,643	-100%	$7.3M	—	—	—
UBS Group AG	N/A	—	284,045	-284,045	-100%	$6.9M	—	—	—
Northern Trust Corp	N/A	—	283,179	-283,179	-100%	$6.9M	—	—	—
Stephens Inc	N/A	—	268,249	-268,249	-100%	$6.5M	—	—	—
HRT Financial LP	N/A	—	256,555	-256,555	-100%	$6.2K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	245,617	-245,617	-100%	$6.0M	—	—	—
Ameriprise Financial Inc	N/A	—	237,799	-237,799	-100%	$5.8M	—	—	—
Jane Street Group, LLC	N/A	—	230,580	-230,580	-100%	$5.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	222,880	-222,880	-100%	$5.4M	—	—	—
Citadel Advisors LLC	N/A	—	152,491	-152,491	-100%	$3.7M	—	—	—
Federated Hermes, Inc.	N/A	—	152,202	-152,202	-100%	$3.7M	—	—	—
Bank of America Corp	N/A	—	148,388	-148,388	-100%	$3.6M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	138,027	-138,027	-100%	$3.4M	—	—	—
Trexquant Investment LP	N/A	—	137,548	-137,548	-100%	$3.3M	—	—	—
State of Wisconsin Investment Board	N/A	—	117,874	-117,874	-100%	$2.9M	—	—	—
Millennium Management LLC	N/A	—	115,994	-115,994	-100%	$2.8M	—	—	—
Qube Research & Technologies Ltd	N/A	—	99,948	-99,948	-100%	$2.4M	—	—	—
IEQ Capital, LLC	N/A	—	95,814	-95,814	-100%	$2.3M	—	—	—
Franklin Resources Inc	N/A	—	94,984	-94,984	-100%	$2.3M	—	—	—
Denali Advisors LLC	N/A	—	91,300	-91,300	-100%	$2.2M	—	—	—
Invesco Ltd.	N/A	—	88,079	-88,079	-100%	$2.1M	—	—	—
Man Group plc	N/A	—	86,864	-86,864	-100%	$2.1M	—	—	—
Loomis Sayles & Co L P	N/A	—	85,897	-85,897	-100%	$2.1M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	80,534	-80,534	-100%	$2.0M	—	—	—
Public Employees Retirement System of Ohio	N/A	—	75,051	-75,051	-100%	$1.8M	—	—	—
Raymond James Financial Inc	N/A	—	71,423	-71,423	-100%	$1.7M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	70,156	-70,156	-100%	$1.7M	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	67,063	-67,063	-100%	$1.6M	—	—	—
Rhumbline Advisers	N/A	—	62,916	-62,916	-100%	$1.5M	—	—	—
XTX Topco Ltd	N/A	—	62,418	-62,418	-100%	$1.5M	—	—	—
Engineers Gate Manager LP	N/A	—	60,308	-60,308	-100%	$1.5M	—	—	—
Dark Forest Capital Management LP	N/A	—	59,245	-59,245	-100%	$1.4M	—	—	—
Alliancebernstein L.P.	N/A	—	54,810	-54,810	-100%	$1.0M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	50,383	-50,383	-100%	$1.2M	—	—	—
ExodusPoint Capital Management, LP	N/A	—	49,730	-49,730	-100%	$1.2M	—	—	—
GSA Capital Partners LLP	N/A	—	46,657	-46,657	-100%	$1.1K	—	—	—
Magnetar Financial LLC	N/A	—	43,649	-43,649	-100%	$1.1M	—	—	—
Mariner, LLC	N/A	—	41,871	-41,871	-100%	$1.0M	—	—	—
New York State Common Retirement Fund	N/A	—	40,411	-40,411	-100%	$984.0K	—	—	—
Lighthouse Investment Partners, LLC	N/A	—	39,126	-39,126	-100%	$952.7K	—	—	—
Wells Fargo & Company	N/A	—	38,751	-38,751	-100%	$943.6K	—	—	—
Quantinno Capital Management LP	N/A	—	36,029	-36,029	-100%	$877.3K	—	—	—
Graham Capital Management, L.P.	N/A	—	35,538	-35,538	-100%	$865.4K	—	—	—
Price T Rowe Associates Inc	N/A	—	35,249	-35,249	-100%	$859	—	—	—
SEI Investments Co	N/A	—	32,203	-32,203	-100%	$784.2K	—	—	—
Quantbot Technologies LP	N/A	—	31,620	-31,620	-100%	$769.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	31,507	-31,507	-100%	$767.2K	—	—	—
Jump Financial, LLC	N/A	—	29,480	-29,480	-100%	$717.8K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	28,499	-28,499	-100%	$694.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	25,997	-25,997	-100%	$633.0K	—	—	—
Optimize Financial Inc.	N/A	—	25,495	-25,495	-100%	$620.8K	—	—	—
Sound Capital Solutions LLC	N/A	—	25,495	-25,495	-100%	$620.8K	—	—	—
Marshall Wace, LLP	N/A	—	23,179	-23,179	-100%	$564.4K	—	—	—
Jain Global LLC	N/A	—	23,028	-23,028	-100%	$560.7K	—	—	—
Weiss Asset Management LP	N/A	—	22,400	-22,400	-100%	$545.4K	—	—	—
Voloridge Investment Management, LLC	N/A	—	21,716	-21,716	-100%	$528.8K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	20,251	-20,251	-100%	$493.1K	—	—	—
Callan Family Office, LLC	N/A	—	20,035	-20,035	-100%	$487.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	18,518	-18,518	-100%	$450.9K	—	—	—
Red Door Wealth Management, LLC	N/A	—	17,000	-17,000	-100%	$414.0K	—	—	—
Dynamic Technology Lab Private Ltd	N/A	—	16,546	-16,546	-100%	$403.0K	—	—	—
Royal Bank of Canada	N/A	—	15,969	-15,969	-100%	$389.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,916	-15,916	-100%	$387.6K	—	—	—
Caprock Group, LLC	N/A	—	15,913	-15,913	-100%	$387.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	15,380	-15,380	-100%	$374.5K	—	—	—
Advisory Services Network, LLC	N/A	—	14,912	-14,912	-100%	$363.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	14,053	-14,053	-100%	$347.7K	—	—	—
HSBC Holdings PLC	N/A	—	13,684	-13,684	-100%	$340.5K	—	—	—
First Trust Advisors LP	N/A	—	13,448	-13,448	-100%	$327.5K	—	—	—
Arax Advisory Partners	N/A	—	12,075	-12,075	-100%	$294.0K	—	—	—
Cerity Partners LLC	N/A	—	11,911	-11,911	-100%	$290.0K	—	—	—
SG Americas Securities, LLC	N/A	—	11,325	-11,325	-100%	$276	—	—	—
Bleakley Financial Group, LLC	N/A	—	11,154	-11,154	-100%	$271.6K	—	—	—
Voya Investment Management LLC	N/A	—	10,720	-10,720	-100%	$261.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,697	-10,697	-100%	$260.5K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	10,576	-10,576	-100%	$257.5K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	10,000	-10,000	-100%	$243.5K	—	—	—
Doma Perpetual Capital Management LLC	N/A	—	9,855	-9,855	-100%	$240.0K	—	—	—
Marex Group Ltd	N/A	—	9,580	-9,580	-100%	$233.3K	—	—	—
Legal & General Group Plc	N/A	—	8,891	-8,891	-100%	$216.4K	—	—	—
Captrust Financial Advisors	N/A	—	8,782	-8,782	-100%	$213.8K	—	—	—
Quadrature Capital Ltd	N/A	—	8,634	-8,634	-100%	$210.2K	—	—	—
Stifel Financial Corp	N/A	—	8,486	-8,486	-100%	$206.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	7,643	-7,643	-100%	$186.1K	—	—	—
Aquatic Capital Management LLC	N/A	—	6,088	-6,088	-100%	$148.2K	—	—	—
FMR LLC	N/A	—	5,991	-5,991	-100%	$145.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,991	-3,991	-100%	$97.2K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	1,742	-1,742	-100%	$42.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,421	-1,421	-100%	$34.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,184	-1,184	-100%	$28.8K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	1,157	-1,157	-100%	$28.2K	—	—	—
UBS Asset Management Americas LLC	N/A	—	857	-857	-100%	$20.9K	—	—	—
Rothschild Investment LLC	N/A	—	681	-681	-100%	$16.6K	—	—	—
WealthCollab, LLC	N/A	—	627	-627	-100%	$15.3K	—	—	—
California State Teachers Retirement System	N/A	—	606	-606	-100%	$14.8K	—	—	—
Optiver Holding B.V.	N/A	—	202	-202	-100%	$4.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	108	-108	-100%	$2.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	100	-100	-100%	$2.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	76	-76	-100%	$1.9K	—	—	—
C M Bidwell & Associates LTD	N/A	—	35	-35	-100%	$852	—	—	—
Global Retirement Partners, LLC	N/A	—	30	-30	-100%	$731	—	—	—
SHP Wealth Management	N/A	—	24	-24	-100%	$584	—	—	—
JPL Wealth Management, LLC	N/A	—	8	-8	-100%	$195	—	—	—
Quarry LP	N/A	—	4	-4	-100%	$97	—	—	—

Showing 199 of 199 institutions