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Gates Indl Corp LTD COM SHS (GTES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
NEW
Shares12,112,462
Change+12,112,462
Value$317.4M
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares12,077,570
Change+12,077,570
Value$320.1M
Filed 2026-11-04
Geode Capital Management, LLC
NEW
Shares4,368,990
Change+4,368,990
Value$114.5M
Filed 2026-11-06
Channing Capital Management, LLC
NEW
Shares3,025,054
Change+3,025,054
Value$79.3M
Filed 2026-11-02
Van Berkom & Associates Inc.
NEW
Shares2,934,546
Change+2,934,546
Value$76.9K
Filed 2026-11-04
Bank of New York Mellon Corp
NEW
Shares2,391,486
Change+2,391,486
Value$62.7M
Filed 2026-11-05
Paradice Investment Management LLC
NEW
Shares1,258,095
Change+1,258,095
Value$33.0M
Filed 2026-10-19
Principal Financial Group Inc
NEW
Shares1,201,058
Change+1,201,058
Value$31.5M
Filed 2026-11-02
Leeward Investments, LLC - MA
NEW
Shares1,009,225
Change+1,009,225
Value$26.4M
Filed 2026-10-23
Penn Capital Management Company, LLC
NEW
Shares774,993
Change+774,993
Value$20.3M
Filed 2026-11-04
Citigroup Inc
NEW
Shares620,166
Change+620,166
Value$16.2M
Filed 2026-11-04
Wedge Capital Management L L P
NEW
Shares616,799
Change+616,799
Value$16.2M
Filed 2026-10-13
Deutsche Bank Ag\
NEW
Shares398,691
Change+398,691
Value$10.4M
Filed 2026-11-06
LSV Asset Management
NEW
Shares393,400
Change+393,400
Value$10.3K
Filed 2026-11-06
Strs Ohio
NEW
Shares387,496
Change+387,496
Value$10.2M
Filed 2026-10-30
Creative Planning
NEW
Shares374,957
Change+374,957
Value$9.8M
Filed 2026-11-02
Cooke & Bieler LP
NEW
Shares353,250
Change+353,250
Value$9.3M
Filed 2026-10-21
Handelsbanken Fonder AB
NEW
Shares336,264
Change+336,264
Value$8.8K
Filed 2026-11-09
Bessemer Group Inc
NEW
Shares287,401
Change+287,401
Value$7.5K
Filed 2026-11-09
Squarepoint Ops LLC
NEW
Shares225,280
Change+225,280
Value$5.9M
Filed 2026-11-09
Russell Investments Group, Ltd.
NEW
Shares185,817
Change+185,817
Value$4.9M
Filed 2026-11-06
LPL Financial LLC
NEW
Shares175,069
Change+175,069
Value$4.6M
Filed 2026-11-06
State of Alaska, Department of Revenue
NEW
Shares133,076
Change+133,076
Value$3.5K
Filed 2026-10-15
New York State Teachers Retirement System
NEW
Shares132,147
Change+132,147
Value$3.5K
Filed 2026-10-22
Illinois Municipal Retirement Fund
NEW
Shares126,389
Change+126,389
Value$3.3M
Filed 2026-11-05
Nordea Investment Management AB
NEW
Shares119,674
Change+119,674
Value$3.2M
Filed 2026-11-09
Louisiana State Employees Retirement System
NEW
Shares107,800
Change+107,800
Value$2.8M
Filed 2026-10-20
Police & Firemen's Retirement System of New Jersey
NEW
Shares106,122
Change+106,122
Value$2.8M
Filed 2026-11-09
Truist Financial Corp
NEW
Shares97,203
Change+97,203
Value$2.5M
Filed 2026-10-30
Amundi
NEW
Shares87,596
Change+87,596
Value$2.3M
Filed 2026-11-06
State of New Jersey Common Pension Fund D
NEW
Shares86,013
Change+86,013
Value$2.3M
Filed 2026-11-05
Oppenheimer Asset Management Inc.
NEW
Shares83,075
Change+83,075
Value$2.2M
Filed 2026-10-27
Savant Capital, LLC
NEW
Shares79,901
Change+79,901
Value$2.1M
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares72,721
Change+72,721
Value$1.9M
Filed 2026-10-13
Arizona State Retirement System
NEW
Shares71,556
Change+71,556
Value$1.9M
Filed 2026-11-03
Amalgamated Bank
NEW
Shares69,984
Change+69,984
Value$1.8K
Filed 2026-10-23
Yousif Capital Management, LLC
NEW
Shares69,442
Change+69,442
Value$1.8M
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW
Shares59,646
Change+59,646
Value$1.6M
Filed 2026-11-03
Oregon Public Employees Retirement Fund
NEW
Shares56,802
Change+56,802
Value$1.5M
Filed 2026-10-30
Level Four Advisory Services, LLC
NEW
Shares54,697
Change+54,697
Value$1.4M
Filed 2026-11-06
Park Avenue Securities LLC
NEW
Shares53,678
Change+53,678
Value$1.4K
Filed 2026-10-26
Confluence Investment Management LLC
NEW
Shares50,090
Change+50,090
Value$1.3M
Filed 2026-10-01
Highland Capital Management, LLC
NEW
Shares46,700
Change+46,700
Value$1.2M
Filed 2026-10-26
Picton Mahoney Asset Management
NEW
Shares45,486
Change+45,486
Value$1.2M
Filed 2026-11-09
Sendero Wealth Management, LLC
NEW
Shares43,093
Change+43,093
Value$1.1M
Filed 2026-10-14
Bank of Montreal
NEW
Shares41,017
Change+41,017
Value$1.1M
Filed 2026-11-09
Keybank National Association
NEW
Shares38,420
Change+38,420
Value$1.0M
Filed 2026-11-04
Pictet Asset Management Holding SA
NEW
Shares37,368
Change+37,368
Value$979.0K
Filed 2026-11-03
US Bancorp \de\
NEW
Shares36,659
Change+36,659
Value$960.5K
Filed 2026-11-05
Ethic Inc.
NEW
Shares32,117
Change+32,117
Value$841.5K
Filed 2026-11-03
Atria Investments, Inc
NEW
Shares31,514
Change+31,514
Value$825.7K
Filed 2026-10-15
Mutual of America Capital Management LLC
NEW
Shares31,379
Change+31,379
Value$822.1K
Filed 2026-10-23
Gradient Investments LLC
NEW
Shares31,141
Change+31,141
Value$815.9K
Filed 2026-10-08
PNC Financial Services Group, Inc.
NEW
Shares27,309
Change+27,309
Value$715.5K
Filed 2026-11-06
Tectonic Advisors LLC
NEW
Shares26,656
Change+26,656
Value$698.4K
Filed 2026-10-22
Uncommon Cents Investing Inc
NEW
Shares25,655
Change+25,655
Value$672.2K
Filed 2026-10-20
Chicago Partners Investment Group LLC
NEW
Shares25,356
Change+25,356
Value$635.9K
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares24,489
Change+24,489
Value$641.6K
Filed 2026-10-27
MacKenzie Financial Corp
NEW
Shares23,167
Change+23,167
Value$607.0K
Filed 2026-11-02
Choreo, LLC
NEW
Shares22,835
Change+22,835
Value$598.3K
Filed 2026-10-28
Xponance LLC
NEW
Shares19,479
Change+19,479
Value$510.4K
Filed 2026-11-03
HB Wealth Management, LLC
NEW
Shares19,377
Change+19,377
Value$507.7K
Filed 2026-10-23
State of Wyoming
NEW
Shares19,080
Change+19,080
Value$499.9K
Filed 2026-10-28
Versant Capital Management, Inc
NEW
Shares18,307
Change+18,307
Value$479.6K
Filed 2026-10-02
Covestor Ltd
NEW
Shares18,301
Change+18,301
Value$479
Filed 2026-10-30
Gamma Investing LLC
NEW
Shares18,208
Change+18,208
Value$477.1K
Filed 2026-10-08
Jackson Creek Investment Advisors LLC
NEW
Shares17,941
Change+17,941
Value$470
Filed 2026-11-04
Evergreen Capital Management LLC
NEW
Shares17,527
Change+17,527
Value$459.2K
Filed 2026-10-23
Swiss Life Asset Management Ltd
NEW
Shares16,742
Change+16,742
Value$438.6K
Filed 2026-11-03
Crestwood Advisors Group, LLC
NEW
Shares16,707
Change+16,707
Value$437.7K
Filed 2026-10-27
TCI Wealth Advisors, Inc.
NEW
Shares16,382
Change+16,382
Value$429.2K
Filed 2026-10-30
Personal CFO Solutions, LLC
NEW
Shares16,223
Change+16,223
Value$425.0K
Filed 2026-11-06
Aaron Wealth Advisors LLC
NEW
Shares16,130
Change+16,130
Value$422.6K
Filed 2026-10-13
Inscription Capital, LLC
NEW
Shares16,077
Change+16,077
Value$421.2K
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares15,602
Change+15,602
Value$408.8K
Filed 2026-11-05
CIBC Asset Management Inc
NEW
Shares15,133
Change+15,133
Value$396.5K
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares15,125
Change+15,125
Value$396.3K
Filed 2026-10-30
Riverwater Partners LLC
NEW
Shares14,855
Change+14,855
Value$389.2K
Filed 2026-11-03
Exchange Traded Concepts, LLC
NEW
Shares14,254
Change+14,254
Value$373.5K
Filed 2026-10-28
HUB Investment Partners, LLC
NEW
Shares14,038
Change+14,038
Value$367.8K
Filed 2026-11-03
Optas, LLC
NEW
Shares12,908
Change+12,908
Value$338.2K
Filed 2026-11-09
Baker Avenue Asset Management, LP
NEW
Shares12,852
Change+12,852
Value$336.7K
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares11,723 from 9,631
Change+2,092 (+22%)
Value$307.1K (+$37.8K)
Filed 2026-11-02
Praxis Investment Management Inc
NEW
Shares11,576
Change+11,576
Value$303
Filed 2026-11-03
Kestra Advisory Services, LLC
NEW
Shares11,311
Change+11,311
Value$296.3K
Filed 2026-11-02
Signaturefd, LLC
NEW
Shares10,961
Change+10,961
Value$287.2K
Filed 2026-10-23
Lecap Asset Management LTD
NEW
Shares10,459
Change+10,459
Value$274.0K
Filed 2026-10-27
Krilogy Financial LLC
NEW
Shares10,281
Change+10,281
Value$269.7K
Filed 2026-10-13
Acadian Asset Management LLC
NEW
Shares9,669
Change+9,669
Value$253
Filed 2026-11-09
Quent Capital, LLC
DECREASED
Shares9,296 from 9,354
Change-58 (-1%)
Value$223.6K (-$38.1K)
Filed 2026-11-09
Virtus Advisers, LLC
NEW
Shares9,115
Change+9,115
Value$238.8K
Filed 2026-11-09
KBC Group NV
NEW
Shares8,958
Change+8,958
Value$235
Filed 2026-10-22
AlphaCore Capital LLC
NEW
Shares8,947
Change+8,947
Value$234.4K
Filed 2026-11-04
Great Lakes Advisors, LLC
UNCHANGED
Shares8,699 from 8,699
Change0 (0%)
Value$227.9K (-$15.4K)
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares8,399
Change+8,399
Value$220.1K
Filed 2026-10-23
Concurrent Investment Advisors, LLC
NEW
Shares7,906
Change+7,906
Value$207.1K
Filed 2026-10-16
Cornerstone Wealth Group, LLC
NEW
Shares7,864
Change+7,864
Value$206.0K
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares7,750
Change+7,750
Value$203.1K
Filed 2026-11-04
Avanza Fonder AB
NEW
Shares7,749
Change+7,749
Value$203.0K
Filed 2026-10-13
North Dakota State Investment Board
NEW
Shares7,652
Change+7,652
Value$200.5K
Filed 2026-10-27
Sterling Capital Management LLC
NEW
Shares7,268
Change+7,268
Value$190.4K
Filed 2026-10-22
Nisa Investment Advisors, LLC
NEW
Shares6,064
Change+6,064
Value$158.9K
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW
Shares5,912
Change+5,912
Value$154.9K
Filed 2026-10-27
Larson Financial Group LLC
NEW
Shares5,686
Change+5,686
Value$149.0K
Filed 2026-11-05
Mather Group, Llc.
NEW
Shares5,397
Change+5,397
Value$141.4K
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares5,353 from 4,280
Change+1,073 (+25%)
Value$140.2K (+$20.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
NEW
Shares3,082
Change+3,082
Value$80.7K
Filed 2026-10-08
Assetmark, Inc
NEW
Shares2,937
Change+2,937
Value$76.9K
Filed 2026-10-21
Salomon & Ludwin, LLC
NEW
Shares2,450
Change+2,450
Value$64.2K
Filed 2026-10-29
Fifth Third Bancorp
NEW
Shares2,388
Change+2,388
Value$62.6K
Filed 2026-11-05
Essex Investment Management Co LLC
NEW
Shares1,996
Change+1,996
Value$52.3K
Filed 2026-10-19
Elyxium Wealth, LLC
NEW
Shares1,911
Change+1,911
Value$50.1K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares1,690
Change+1,690
Value$44.3K
Filed 2026-11-06
Davis Capital Management
NEW
Shares1,333
Change+1,333
Value$34.9K
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares1,284
Change+1,284
Value$33.6K
Filed 2026-10-21
Atlas Capital Advisors Inc.
INCREASED
Shares1,133 from 654
Change+479 (+73%)
Value$11.1K (-$7.2K)
Filed 2026-11-09
Parkside Financial Bank & Trust
NEW
Shares1,130
Change+1,130
Value$29.6K
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
NEW
Shares942
Change+942
Value$24.7K
Filed 2026-11-05
SBI Securities Co., Ltd.
NEW
Shares860
Change+860
Value$22.5K
Filed 2026-10-22
Bare Financial Services, Inc
INCREASED
Shares810 from 744
Change+66 (+9%)
Value$21.2K (+$413)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
NEW
Shares653
Change+653
Value$17.1K
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares560 from 574
Change-14 (-2%)
Value$14.7K (-$1.4K)
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares524
Change+524
Value$13.7K
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares518
Change+518
Value$13.6K
Filed 2026-10-21
True Wealth Design, LLC
NEW
Shares516
Change+516
Value$13.5K
Filed 2026-10-13
Bell Investment Advisors, Inc
NEW
Shares467
Change+467
Value$12.2K
Filed 2026-10-29
Clearstead Advisors, LLC
NEW
Shares452
Change+452
Value$11.8K
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares428 from 542
Change-114 (-21%)
Value$11.2K (-$3.9K)
Filed 2026-11-09
Highline Wealth Partners LLC
NEW
Shares357
Change+357
Value$9.4K
Filed 2026-10-19
Wolverine Asset Management LLC
NEW
Shares336
Change+336
Value$8.8K
Filed 2026-11-02
JFS Wealth Advisors, LLC
NEW
Shares314
Change+314
Value$8.2K
Filed 2026-11-03
Physician Wealth Advisors, Inc.
NEW
Shares274
Change+274
Value$7.2K
Filed 2026-10-20
Fortitude Family Office, LLC
NEW
Shares273
Change+273
Value$7.2K
Filed 2026-10-14
Elevation Wealth Partners, LLC
NEW
Shares252
Change+252
Value$6.6K
Filed 2026-10-07
SJS Investment Consulting Inc.
NEW
Shares248
Change+248
Value$6.5K
Filed 2026-10-26
Clearstead Trust, LLC
NEW
Shares243
Change+243
Value$6.4K
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
NEW
Shares242
Change+242
Value$6.3K
Filed 2026-10-05
Farmers & Merchants Investments Inc
NEW
Shares238
Change+238
Value$6.2K
Filed 2026-10-22
High Note Wealth, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$5.2K (-$352)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
NEW
Shares157
Change+157
Value$4
Filed 2026-10-27
GoalVest Advisory LLC
NEW
Shares142
Change+142
Value$3.7K
Filed 2026-10-02
Essential Partners LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$3.5K (-$237)
Filed 2026-10-14
Albion Financial Group
NEW
Shares130
Change+130
Value$3.4K
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares123 from 90
Change+33 (+37%)
Value$3.2K (+$706)
Filed 2026-10-28
Montag A & Associates Inc
NEW
Shares119
Change+119
Value$3.1K
Filed 2026-10-29
Private Wealth Management Group, LLC
NEW
Shares87
Change+87
Value$2.3K
Filed 2026-10-19
Signature Equity Partners, LLC
NEW
Shares77
Change+77
Value$2.0K
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares75
Change+75
Value$2.0K
Filed 2026-11-03
WPG Advisers, LLC
NEW
Shares74
Change+74
Value$1.9K
Filed 2026-10-27
Cromwell Holdings LLC
NEW
Shares74
Change+74
Value$1.9K
Filed 2026-10-28
Valley National Advisers Inc
NEW
Shares70
Change+70
Value$1.8K
Filed 2026-10-23
Avion Wealth
NEW
Shares63
Change+63
Value$1
Filed 2026-11-04
Torren Management, LLC
NEW
Shares57
Change+57
Value$1.5K
Filed 2026-10-29
Horizon Financial Services, LLC
NEW
Shares56
Change+56
Value$1.5K
Filed 2026-11-04
Owl Creek Wealth Partners LLC
NEW
Shares55
Change+55
Value$1.4K
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
NEW
Shares55
Change+55
Value$1.4K
Filed 2026-11-03
West Paces Advisors Inc.
NEW
Shares53
Change+53
Value$1.4K
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
NEW
Shares52
Change+52
Value$1.4K
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
NEW
Shares48
Change+48
Value$1.3K
Filed 2026-10-16
Gilpin Wealth Management, LLC
NEW
Shares46
Change+46
Value$1.2K
Filed 2026-10-09
Burk Holdings LLC
NEW
Shares44
Change+44
Value$1.2K
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares43
Change+43
Value$1.1K
Filed 2026-11-05
Zions Bancorporation, National Association
NEW
Shares37
Change+37
Value$969
Filed 2026-11-06
Clark Wealth Partners
NEW
Shares32
Change+32
Value$839
Filed 2026-10-19
Ares Financial Consulting, LLC
NEW
Shares32
Change+32
Value$838
Filed 2026-10-19
Central Trust Co
NEW
Shares32
Change+32
Value$839
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares30
Change+30
Value$786
Filed 2026-10-16
Financial Consulate, Inc
NEW
Shares23
Change+23
Value$603
Filed 2026-10-23
DecisionPoint Financial, LLC
NEW
Shares11
Change+11
Value$292
Filed 2026-10-27
Rossby Financial, LCC
NEW
Shares11
Change+11
Value$288
Filed 2026-11-05
Natixis
NEW
Shares9
Change+9
Value$236
Filed 2026-11-06
CoreCap Advisors, LLC
NEW
Shares5
Change+5
Value$131
Filed 2026-10-08
Abound Wealth Management
NEW
Shares5
Change+5
Value$131
Filed 2026-10-26
James T. Borello RIA
NEW
Shares4
Change+4
Value$105
Filed 2026-10-16
Maryland Capital Advisors Inc.
NEW
Shares3
Change+3
Value$79
Filed 2026-10-15
GHP Investment Advisors, Inc.
NEW
Shares2
Change+2
Value$53
Filed 2026-10-15
Activest Wealth Management
NEW
Shares1
Change+1
Value$26
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$493)
Filed 2026-10-16
Fiduciary Management Inc
N/A
Shares— from 6,189,245
Change-6,189,245 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 1,632,415
Change-1,632,415 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 1,596,973
Change-1,596,973 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 185,867
Change-185,867 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 165,211
Change-165,211 (-100%)
Value—
Dean Capital Management
N/A
Shares— from 92,219
Change-92,219 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Status
Dimensional Fund Advisors LP
NEW12,112,462—+12,112,462——$317.4M—2026-11-04
Allspring Global Investments Holdings, LLC
NEW12,077,570—+12,077,570——$320.1M—2026-11-04
Geode Capital Management, LLC
NEW4,368,990—+4,368,990——$114.5M—2026-11-06
Channing Capital Management, LLC
NEW3,025,054—+3,025,054——$79.3M—2026-11-02
Van Berkom & Associates Inc.
NEW2,934,546—+2,934,546——$76.9K—2026-11-04
Bank of New York Mellon Corp
NEW2,391,486—+2,391,486——$62.7M—2026-11-05
Paradice Investment Management LLC
NEW1,258,095—+1,258,095——$33.0M—2026-10-19
Principal Financial Group Inc
NEW1,201,058—+1,201,058——$31.5M—2026-11-02
Leeward Investments, LLC - MA
NEW1,009,225—+1,009,225——$26.4M—2026-10-23
Penn Capital Management Company, LLC
NEW774,993—+774,993——$20.3M—2026-11-04
Citigroup Inc
NEW620,166—+620,166——$16.2M—2026-11-04
Wedge Capital Management L L P
NEW616,799—+616,799——$16.2M—2026-10-13
Deutsche Bank Ag\
NEW398,691—+398,691——$10.4M—2026-11-06
LSV Asset Management
NEW393,400—+393,400——$10.3K—2026-11-06
Strs Ohio
NEW387,496—+387,496——$10.2M—2026-10-30
Creative Planning
NEW374,957—+374,957——$9.8M—2026-11-02
Cooke & Bieler LP
NEW353,250—+353,250——$9.3M—2026-10-21
Handelsbanken Fonder AB
NEW336,264—+336,264——$8.8K—2026-11-09
Bessemer Group Inc
NEW287,401—+287,401——$7.5K—2026-11-09
Squarepoint Ops LLC
NEW225,280—+225,280——$5.9M—2026-11-09
Russell Investments Group, Ltd.
NEW185,817—+185,817——$4.9M—2026-11-06
LPL Financial LLC
NEW175,069—+175,069——$4.6M—2026-11-06
State of Alaska, Department of Revenue
NEW133,076—+133,076——$3.5K—2026-10-15
New York State Teachers Retirement System
NEW132,147—+132,147——$3.5K—2026-10-22
Illinois Municipal Retirement Fund
NEW126,389—+126,389——$3.3M—2026-11-05
Nordea Investment Management AB
NEW119,674—+119,674——$3.2M—2026-11-09
Louisiana State Employees Retirement System
NEW107,800—+107,800——$2.8M—2026-10-20
Police & Firemen's Retirement System of New Jersey
NEW106,122—+106,122——$2.8M—2026-11-09
Truist Financial Corp
NEW97,203—+97,203——$2.5M—2026-10-30
Amundi
NEW87,596—+87,596——$2.3M—2026-11-06
State of New Jersey Common Pension Fund D
NEW86,013—+86,013——$2.3M—2026-11-05
Oppenheimer Asset Management Inc.
NEW83,075—+83,075——$2.2M—2026-10-27
Savant Capital, LLC
NEW79,901—+79,901——$2.1M—2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW72,721—+72,721——$1.9M—2026-10-13
Arizona State Retirement System
NEW71,556—+71,556——$1.9M—2026-11-03
Amalgamated Bank
NEW69,984—+69,984——$1.8K—2026-10-23
Yousif Capital Management, LLC
NEW69,442—+69,442——$1.8M—2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
NEW59,646—+59,646——$1.6M—2026-11-03
Oregon Public Employees Retirement Fund
NEW56,802—+56,802——$1.5M—2026-10-30
Level Four Advisory Services, LLC
NEW54,697—+54,697——$1.4M—2026-11-06
Park Avenue Securities LLC
NEW53,678—+53,678——$1.4K—2026-10-26
Confluence Investment Management LLC
NEW50,090—+50,090——$1.3M—2026-10-01
Highland Capital Management, LLC
NEW46,700—+46,700——$1.2M—2026-10-26
Picton Mahoney Asset Management
NEW45,486—+45,486——$1.2M—2026-11-09
Sendero Wealth Management, LLC
NEW43,093—+43,093——$1.1M—2026-10-14
Bank of Montreal
NEW41,017—+41,017——$1.1M—2026-11-09
Keybank National Association
NEW38,420—+38,420——$1.0M—2026-11-04
Pictet Asset Management Holding SA
NEW37,368—+37,368——$979.0K—2026-11-03
US Bancorp \de\
NEW36,659—+36,659——$960.5K—2026-11-05
Ethic Inc.
NEW32,117—+32,117——$841.5K—2026-11-03
Atria Investments, Inc
NEW31,514—+31,514——$825.7K—2026-10-15
Mutual of America Capital Management LLC
NEW31,379—+31,379——$822.1K—2026-10-23
Gradient Investments LLC
NEW31,141—+31,141——$815.9K—2026-10-08
PNC Financial Services Group, Inc.
NEW27,309—+27,309——$715.5K—2026-11-06
Tectonic Advisors LLC
NEW26,656—+26,656——$698.4K—2026-10-22
Uncommon Cents Investing Inc
NEW25,655—+25,655——$672.2K—2026-10-20
Chicago Partners Investment Group LLC
NEW25,356—+25,356——$635.9K—2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW24,489—+24,489——$641.6K—2026-10-27
MacKenzie Financial Corp
NEW23,167—+23,167——$607.0K—2026-11-02
Choreo, LLC
NEW22,835—+22,835——$598.3K—2026-10-28
Xponance LLC
NEW19,479—+19,479——$510.4K—2026-11-03
HB Wealth Management, LLC
NEW19,377—+19,377——$507.7K—2026-10-23
State of Wyoming
NEW19,080—+19,080——$499.9K—2026-10-28
Versant Capital Management, Inc
NEW18,307—+18,307——$479.6K—2026-10-02
Covestor Ltd
NEW18,301—+18,301——$479—2026-10-30
Gamma Investing LLC
NEW18,208—+18,208——$477.1K—2026-10-08
Jackson Creek Investment Advisors LLC
NEW17,941—+17,941——$470—2026-11-04
Evergreen Capital Management LLC
NEW17,527—+17,527——$459.2K—2026-10-23
Swiss Life Asset Management Ltd
NEW16,742—+16,742——$438.6K—2026-11-03
Crestwood Advisors Group, LLC
NEW16,707—+16,707——$437.7K—2026-10-27
TCI Wealth Advisors, Inc.
NEW16,382—+16,382——$429.2K—2026-10-30
Personal CFO Solutions, LLC
NEW16,223—+16,223——$425.0K—2026-11-06
Aaron Wealth Advisors LLC
NEW16,130—+16,130——$422.6K—2026-10-13
Inscription Capital, LLC
NEW16,077—+16,077——$421.2K—2026-11-02
Imc-Chicago, LLC
NEW15,602—+15,602——$408.8K—2026-11-05
CIBC Asset Management Inc
NEW15,133—+15,133——$396.5K—2026-11-05
Provenance Wealth Advisors, LLC
NEW15,125—+15,125——$396.3K—2026-10-30
Riverwater Partners LLC
NEW14,855—+14,855——$389.2K—2026-11-03
Exchange Traded Concepts, LLC
NEW14,254—+14,254——$373.5K—2026-10-28
HUB Investment Partners, LLC
NEW14,038—+14,038——$367.8K—2026-11-03
Optas, LLC
NEW12,908—+12,908——$338.2K—2026-11-09
Baker Avenue Asset Management, LP
NEW12,852—+12,852——$336.7K—2026-11-06
Certuity, LLC
INCREASED11,7239,631+2,092+22%$269.4K$307.1K+$37.8K2026-11-02
Praxis Investment Management Inc
NEW11,576—+11,576——$303—2026-11-03
Kestra Advisory Services, LLC
NEW11,311—+11,311——$296.3K—2026-11-02
Signaturefd, LLC
NEW10,961—+10,961——$287.2K—2026-10-23
Lecap Asset Management LTD
NEW10,459—+10,459——$274.0K—2026-10-27
Krilogy Financial LLC
NEW10,281—+10,281——$269.7K—2026-10-13
Acadian Asset Management LLC
NEW9,669—+9,669——$253—2026-11-09
Quent Capital, LLC
DECREASED9,2969,354-58-1%$261.6K$223.6K-$38.1K2026-11-09
Virtus Advisers, LLC
NEW9,115—+9,115——$238.8K—2026-11-09
KBC Group NV
NEW8,958—+8,958——$235—2026-10-22
AlphaCore Capital LLC
NEW8,947—+8,947——$234.4K—2026-11-04
Great Lakes Advisors, LLC
UNCHANGED8,6998,69900%$243.3K$227.9K-$15.4K2026-11-06
Sowell Financial Services LLC
NEW8,399—+8,399——$220.1K—2026-10-23
Concurrent Investment Advisors, LLC
NEW7,906—+7,906——$207.1K—2026-10-16
Cornerstone Wealth Group, LLC
NEW7,864—+7,864——$206.0K—2026-11-02
Simplex Trading, LLC
NEW7,750—+7,750——$203.1K—2026-11-04
Avanza Fonder AB
NEW7,749—+7,749——$203.0K—2026-10-13
North Dakota State Investment Board
NEW7,652—+7,652——$200.5K—2026-10-27
Sterling Capital Management LLC
NEW7,268—+7,268——$190.4K—2026-10-22
Nisa Investment Advisors, LLC
NEW6,064—+6,064——$158.9K—2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW5,912—+5,912——$154.9K—2026-10-27
Larson Financial Group LLC
NEW5,686—+5,686——$149.0K—2026-11-05
Mather Group, Llc.
NEW5,397—+5,397——$141.4K—2026-10-14
Parallel Advisors, LLC
INCREASED5,3534,280+1,073+25%$119.7K$140.2K+$20.5K2026-11-03
Farther Finance Advisors, LLC
NEW3,082—+3,082——$80.7K—2026-10-08
Assetmark, Inc
NEW2,937—+2,937——$76.9K—2026-10-21
Salomon & Ludwin, LLC
NEW2,450—+2,450——$64.2K—2026-10-29
Fifth Third Bancorp
NEW2,388—+2,388——$62.6K—2026-11-05
Essex Investment Management Co LLC
NEW1,996—+1,996——$52.3K—2026-10-19
Elyxium Wealth, LLC
NEW1,911—+1,911——$50.1K—2026-10-27
Rothwell Investment Advisors, LLC
NEW1,690—+1,690——$44.3K—2026-11-06
Davis Capital Management
NEW1,333—+1,333——$34.9K—2026-10-08
Root Financial Partners, LLC
NEW1,284—+1,284——$33.6K—2026-10-21
Atlas Capital Advisors Inc.
INCREASED1,133654+479+73%$18.3K$11.1K-$7.2K2026-11-09
Parkside Financial Bank & Trust
NEW1,130—+1,130——$29.6K—2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
NEW942—+942——$24.7K—2026-11-05
SBI Securities Co., Ltd.
NEW860—+860——$22.5K—2026-10-22
Bare Financial Services, Inc
INCREASED810744+66+9%$20.8K$21.2K+$4132026-11-04
Cedar Mountain Advisors, LLC
NEW653—+653——$17.1K—2026-10-15
EverSource Wealth Advisors, LLC
DECREASED560574-14-2%$16.1K$14.7K-$1.4K2026-11-04
IFP Advisors, Inc
NEW524—+524——$13.7K—2026-10-16
Trust Co of Vermont
NEW518—+518——$13.6K—2026-10-21
True Wealth Design, LLC
NEW516—+516——$13.5K—2026-10-13
Bell Investment Advisors, Inc
NEW467—+467——$12.2K—2026-10-29
Clearstead Advisors, LLC
NEW452—+452——$11.8K—2026-11-06
Harbour Investments, Inc.
DECREASED428542-114-21%$15.2K$11.2K-$3.9K2026-11-09
Highline Wealth Partners LLC
NEW357—+357——$9.4K—2026-10-19
Wolverine Asset Management LLC
NEW336—+336——$8.8K—2026-11-02
JFS Wealth Advisors, LLC
NEW314—+314——$8.2K—2026-11-03
Physician Wealth Advisors, Inc.
NEW274—+274——$7.2K—2026-10-20
Fortitude Family Office, LLC
NEW273—+273——$7.2K—2026-10-14
Elevation Wealth Partners, LLC
NEW252—+252——$6.6K—2026-10-07
SJS Investment Consulting Inc.
NEW248—+248——$6.5K—2026-10-26
Clearstead Trust, LLC
NEW243—+243——$6.4K—2026-11-06
MassMutual Private Wealth & Trust, FSB
NEW242—+242——$6.3K—2026-10-05
Farmers & Merchants Investments Inc
NEW238—+238——$6.2K—2026-10-22
High Note Wealth, LLC
UNCHANGED19919900%$5.6K$5.2K-$3522026-10-27
Capital Advisors, Ltd. LLC
NEW157—+157——$4—2026-10-27
GoalVest Advisory LLC
NEW142—+142——$3.7K—2026-10-02
Essential Partners LLC
UNCHANGED13413400%$3.7K$3.5K-$2372026-10-14
Albion Financial Group
NEW130—+130——$3.4K—2026-10-21
Creative Capital Management Investments LLC
INCREASED12390+33+37%$2.5K$3.2K+$7062026-10-28
Montag A & Associates Inc
NEW119—+119——$3.1K—2026-10-29
Private Wealth Management Group, LLC
NEW87—+87——$2.3K—2026-10-19
Signature Equity Partners, LLC
NEW77—+77——$2.0K—2026-10-29
Ascentis Independent Advisors
NEW75—+75——$2.0K—2026-11-03
WPG Advisers, LLC
NEW74—+74——$1.9K—2026-10-27
Cromwell Holdings LLC
NEW74—+74——$1.9K—2026-10-28
Valley National Advisers Inc
NEW70—+70——$1.8K—2026-10-23
Avion Wealth
NEW63—+63——$1—2026-11-04
Torren Management, LLC
NEW57—+57——$1.5K—2026-10-29
Horizon Financial Services, LLC
NEW56—+56——$1.5K—2026-11-04
Owl Creek Wealth Partners LLC
NEW55—+55——$1.4K—2026-10-20
Bay Harbor Wealth Management, LLC
NEW55—+55——$1.4K—2026-11-03
West Paces Advisors Inc.
NEW53—+53——$1.4K—2026-10-13
Smallwood Wealth Investment Management, LLC
NEW52—+52——$1.4K—2026-10-30
DiNuzzo Private Wealth, Inc.
NEW48—+48——$1.3K—2026-10-16
Gilpin Wealth Management, LLC
NEW46—+46——$1.2K—2026-10-09
Burk Holdings LLC
NEW44—+44——$1.2K—2026-11-05
Silver Grove Financial Group, Inc.
NEW43—+43——$1.1K—2026-11-05
Zions Bancorporation, National Association
NEW37—+37——$969—2026-11-06
Clark Wealth Partners
NEW32—+32——$839—2026-10-19
Ares Financial Consulting, LLC
NEW32—+32——$838—2026-10-19
Central Trust Co
NEW32—+32——$839—2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW30—+30——$786—2026-10-16
Financial Consulate, Inc
NEW23—+23——$603—2026-10-23
DecisionPoint Financial, LLC
NEW11—+11——$292—2026-10-27
Rossby Financial, LCC
NEW11—+11——$288—2026-11-05
Natixis
NEW9—+9——$236—2026-11-06
CoreCap Advisors, LLC
NEW5—+5——$131—2026-10-08
Abound Wealth Management
NEW5—+5——$131—2026-10-26
James T. Borello RIA
NEW4—+4——$105—2026-10-16
Maryland Capital Advisors Inc.
NEW3—+3——$79—2026-10-15
GHP Investment Advisors, Inc.
NEW2—+2——$53—2026-10-15
Activest Wealth Management
NEW1—+1——$26—2026-10-15
Plante Moran Financial Advisors, LLC
CLOSED069-69-100%$1.9K$0-$1.9K2026-11-04
Cornerstone Planning Group LLC
CLOSED018-18-100%$493$0-$4932026-10-16
Fiduciary Management Inc
N/A—6,189,245-6,189,245-100%$173.1M———
Kennedy Capital Management LLC
N/A—1,632,415-1,632,415-100%$45.7M———
Cramer Rosenthal Mcglynn LLC
N/A—1,596,973-1,596,973-100%$44.7M———
Dean Investment Associates, LLC
N/A—185,867-185,867-100%$5.2M———
Auxier Asset Management LLC
N/A—165,211-165,211-100%$4.6M———
Dean Capital Management
N/A—92,219-92,219-100%$2.6M———
MorganRosel Wealth Management, LLC
N/A—18,920-18,920-100%$529.2K———
Ensign Peak Advisors, Inc
N/A—14,256-14,256-100%$398.7K———
Syon Capital LLC
N/A—13,220-13,220-100%$369.8K———
FourThought Financial Partners, LLC
N/A—7,197-7,197-100%$201.3K———
IMA Advisory Services, Inc.
N/A—245-245-100%$6.9K———
Rothschild Investment LLC
N/A—198-198-100%$5.5K———
Bruce G. Allen Investments, LLC
N/A—66-66-100%$1.8K———
Showing 192 of 192 institutions