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Patria Investments LTD (PAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Endure Capital Management, LLC
INCREASED
Shares6,958,465 from 6,373,646
Change+584,819 (+9%)
Value$70.6M (+$645.8K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares3,296,907 from 42,234
Change+3,254,673 (+7706%)
Value$33.5M (+$33.0M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares944,220 from 961,761
Change-17,541 (-2%)
Value$9.6M (-$976.3K)
Filed 2026-11-06
SEB Asset Management AB
INCREASED
Shares448,693 from 404,628
Change+44,065 (+11%)
Value$4.6M (+$111.4K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares182,424 from 181,323
Change+1,101 (+1%)
Value$1.9M (-$139.3K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares125,922 from 128,989
Change-3,067 (-2%)
Value$1.3M (-$138.2K)
Filed 2026-11-02
Eagle Harbor Asset Management Inc
DECREASED
Shares95,619 from 96,261
Change-642 (-1%)
Value$970.5K (-$86.4K)
Filed 2026-10-21
Deutsche Bank Ag\
INCREASED
Shares92,228 from 78,029
Change+14,199 (+18%)
Value$936.1K (+$79.4K)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares76,867 from 72,021
Change+4,846 (+7%)
Value$780.2K (-$10.6K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares70,258 from 160,061
Change-89,803 (-56%)
Value$713.1K (-$1.0M)
Filed 2026-10-16
CenterBook Partners LP
NEW
Shares64,364
Change+64,364
Value$653.3K
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares50,689 from 71,282
Change-20,593 (-29%)
Value$514.5K (-$268.2K)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares49,783 from 49,890
Change-107 (0%)
Value$505.3K (-$42.5K)
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares39,067 from 39,027
Change+40 (+0%)
Value$396.5K (-$32.0K)
Filed 2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$345.1K (-$28.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares32,442 from 20,699
Change+11,743 (+57%)
Value$365.3K (+$136.6K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares29,117 from 12,653
Change+16,464 (+130%)
Value$295.5K (+$156.6K)
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares28,765 from 18,185
Change+10,580 (+58%)
Value$330.8K (+$131.1K)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares28,325 from 21,429
Change+6,896 (+32%)
Value$287.5K (+$52.2K)
Filed 2026-11-06
Solstein Capital, LLC
UNCHANGED
Shares26,300 from 26,300
Change0 (0%)
Value$266.9K (-$21.8K)
Filed 2026-11-02
R Squared Ltd
INCREASED
Shares24,617 from 12,229
Change+12,388 (+101%)
Value$249.9K (+$115.6K)
Filed 2026-11-06
Moody Aldrich Partners LLC
UNCHANGED
Shares24,194 from 24,194
Change0 (0%)
Value$245.6K (-$20.1K)
Filed 2026-10-27
Virginia Retirement Systems ET Al
UNCHANGED
Shares20,700 from 20,700
Change0 (0%)
Value$210.1K (-$17.2K)
Filed 2026-10-28
Imc-Chicago, LLC
NEW
Shares16,212
Change+16,212
Value$164.6K
Filed 2026-11-05
Savant Capital, LLC
NEW
Shares14,644
Change+14,644
Value$148.6K
Filed 2026-11-06
Inscription Capital, LLC
NEW
Shares14,314
Change+14,314
Value$145.3K
Filed 2026-11-02
MQS Management LLC
INCREASED
Shares12,959 from 10,951
Change+2,008 (+18%)
Value$131.5K (+$11.3K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW
Shares12,871
Change+12,871
Value$131
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares11,896 from 26,486
Change-14,590 (-55%)
Value$120.7K (-$170.1K)
Filed 2026-10-08
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares10,680 from 10,680
Change0 (0%)
Value$108.4K (-$8.9K)
Filed 2026-10-26
State of Alaska, Department of Revenue
UNCHANGED
Shares9,683 from 9,683
Change0 (0%)
Value$98 (-$8)
Filed 2026-10-15
Simplex Trading, LLC
NEW
Shares5,206
Change+5,206
Value$52.8K
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares4,840 from 4,640
Change+200 (+4%)
Value$49.1K (-$1.8K)
Filed 2026-10-01
SBI Securities Co., Ltd.
INCREASED
Shares4,505 from 4,360
Change+145 (+3%)
Value$45.7K (-$2.1K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares2,242 from 229
Change+2,013 (+879%)
Value$22.8K (+$20.2K)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares1,619 from 539
Change+1,080 (+200%)
Value$16.4K (+$10.5K)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares1,196 from 1,205
Change-9 (-1%)
Value$12.1K (-$1.1K)
Filed 2026-11-06
Versant Capital Management, Inc
INCREASED
Shares1,158 from 1,072
Change+86 (+8%)
Value$11.8K (-$17)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares1,027 from 116
Change+911 (+785%)
Value$10.4K (+$9.2K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$8.9K (-$731)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$7.4K ($0)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares630 from 458
Change+172 (+38%)
Value$6.4K (+$1.4K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$5.9K (-$503)
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares500
Change+500
Value$5.1K
Filed 2026-10-09
Financial Consulate, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$5.1K (-$415)
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares359 from 292
Change+67 (+23%)
Value$3.6K (+$438)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares343 from 318
Change+25 (+8%)
Value$3.5K (-$10)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares291 from 209
Change+82 (+39%)
Value$3.0K (+$659)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares255 from 340
Change-85 (-25%)
Value$2.6K (-$1.1K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$2.4K (-$198)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares193 from 64
Change+129 (+202%)
Value$2.0K (+$1.3K)
Filed 2026-10-20
TD Private Client Wealth LLC
NEW
Shares184
Change+184
Value$1.9K
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$985 (-$80)
Filed 2026-10-14
SJS Investment Consulting Inc.
INCREASED
Shares95 from 10
Change+85 (+850%)
Value$965 (+$855)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
DECREASED
Shares72 from 454
Change-382 (-84%)
Value$731 (-$4.3K)
Filed 2026-10-29
Parkside Financial Bank & Trust
NEW
Shares45
Change+45
Value$457
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares45 from 84
Change-39 (-46%)
Value$457 (-$466)
Filed 2026-11-06
Covestor Ltd
DECREASED
Shares37 from 55
Change-18 (-33%)
Value$0 (-$1)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares27
Change+27
Value$274
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$213 (-$18)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares12 from 161
Change-149 (-93%)
Value$122 (-$1.6K)
Filed 2026-11-03
Principal Financial Group Inc
CLOSED
Shares0 from 176,053
Change-176,053 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 20,415
Change-20,415 (-100%)
Value$0 (-$224.2K)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 18,400
Change-18,400 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-03
Ethic Inc.
CLOSED
Shares0 from 17,398
Change-17,398 (-100%)
Value$0 (-$191.0K)
Filed 2026-11-03
Allegheny Financial Group
CLOSED
Shares0 from 12,257
Change-12,257 (-100%)
Value$0 (-$134.6K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-13
Point Nemo Capital, LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$527)
Filed 2026-10-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$77)
Filed 2026-10-23
Torren Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$15)
Filed 2026-10-29
Capital Research Global Investors
N/A
Shares— from 7,791,608
Change-7,791,608 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,832,652
Change-6,832,652 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,854,346
Change-5,854,346 (-100%)
Value—
Pertento Partners LLP
N/A
Shares— from 5,344,176
Change-5,344,176 (-100%)
Value—
Zeno Equity Partners LLP
N/A
Shares— from 1,701,343
Change-1,701,343 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,392,588
Change-1,392,588 (-100%)
Value—
Fourth Sail Capital LP
N/A
Shares— from 1,373,995
Change-1,373,995 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,211,218
Change-1,211,218 (-100%)
Value—
MHR Fund Management LLC
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 967,400
Change-967,400 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 688,183
Change-688,183 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 522,913
Change-522,913 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 518,365
Change-518,365 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 451,447
Change-451,447 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 433,024
Change-433,024 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 334,591
Change-334,591 (-100%)
Value—
Inherent Management Corp.
N/A
Shares— from 290,831
Change-290,831 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 253,977
Change-253,977 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 247,792
Change-247,792 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 240,217
Change-240,217 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 190,100
Change-190,100 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 186,870
Change-186,870 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 169,694
Change-169,694 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 158,867
Change-158,867 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 142,669
Change-142,669 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 121,409
Change-121,409 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 117,596
Change-117,596 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 116,083
Change-116,083 (-100%)
Value—
Dodge & COX
N/A
Shares— from 115,700
Change-115,700 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 99,460
Change-99,460 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 93,165
Change-93,165 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 93,045
Change-93,045 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 81,588
Change-81,588 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 80,798
Change-80,798 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 71,669
Change-71,669 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 61,761
Change-61,761 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 61,715
Change-61,715 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 56,010
Change-56,010 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 54,416
Change-54,416 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 52,121
Change-52,121 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 48,906
Change-48,906 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 48,124
Change-48,124 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 40,912
Change-40,912 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 39,412
Change-39,412 (-100%)
Value—
Aviva PLC
N/A
Shares— from 39,084
Change-39,084 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 38,359
Change-38,359 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 35,760
Change-35,760 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 32,535
Change-32,535 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 30,079
Change-30,079 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 28,300
Change-28,300 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 24,945
Change-24,945 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 21,768
Change-21,768 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 21,092
Change-21,092 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 19,673
Change-19,673 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 18,573
Change-18,573 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 18,540
Change-18,540 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,989
Change-16,989 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 16,768
Change-16,768 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 14,083
Change-14,083 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 13,382
Change-13,382 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 13,241
Change-13,241 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,865
Change-10,865 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 10,185
Change-10,185 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 905
Change-905 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 900
Change-900 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
Endure Capital Management, LLC
INCREASED6,958,4656,373,646+584,819+9%$70.0M$70.6M+$645.8K2026-11-05
Citigroup Inc
INCREASED3,296,90742,234+3,254,673+7706%$463.7K$33.5M+$33.0M2026-11-04
Geode Capital Management, LLC
DECREASED944,220961,761-17,541-2%$10.6M$9.6M-$976.3K2026-11-06
SEB Asset Management AB
INCREASED448,693404,628+44,065+11%$4.4M$4.6M+$111.4K2026-11-04
Bank of New York Mellon Corp
INCREASED182,424181,323+1,101+1%$2.0M$1.9M-$139.3K2026-11-05
Creative Planning
DECREASED125,922128,989-3,067-2%$1.4M$1.3M-$138.2K2026-11-02
Eagle Harbor Asset Management Inc
DECREASED95,61996,261-642-1%$1.1M$970.5K-$86.4K2026-10-21
Deutsche Bank Ag\
INCREASED92,22878,029+14,199+18%$856.8K$936.1K+$79.4K2026-11-06
Pictet Asset Management Holding SA
INCREASED76,86772,021+4,846+7%$790.8K$780.2K-$10.6K2026-11-03
Y-Intercept (Hong Kong) Ltd
DECREASED70,258160,061-89,803-56%$1.8M$713.1K-$1.0M2026-10-16
CenterBook Partners LP
NEW64,364—+64,364——$653.3K—2026-11-02
LPL Financial LLC
DECREASED50,68971,282-20,593-29%$782.7K$514.5K-$268.2K2026-11-06
Pension & Wealth Management Advisors, Inc.
DECREASED49,78349,890-1070%$547.8K$505.3K-$42.5K2026-10-16
Abel Hall, LLC
INCREASED39,06739,027+40+0%$428.5K$396.5K-$32.0K2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED34,00034,00000%$373.3K$345.1K-$28.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED32,44220,699+11,743+57%$228.7K$365.3K+$136.6K2026-10-13
Barclays PLC
INCREASED29,11712,653+16,464+130%$138.9K$295.5K+$156.6K2026-11-06
AdvisorNet Financial, Inc
INCREASED28,76518,185+10,580+58%$199.7K$330.8K+$131.1K2026-10-15
Russell Investments Group, Ltd.
INCREASED28,32521,429+6,896+32%$235.3K$287.5K+$52.2K2026-11-06
Solstein Capital, LLC
UNCHANGED26,30026,30000%$288.8K$266.9K-$21.8K2026-11-02
R Squared Ltd
INCREASED24,61712,229+12,388+101%$134.3K$249.9K+$115.6K2026-11-06
Moody Aldrich Partners LLC
UNCHANGED24,19424,19400%$265.7K$245.6K-$20.1K2026-10-27
Virginia Retirement Systems ET Al
UNCHANGED20,70020,70000%$227.3K$210.1K-$17.2K2026-10-28
Imc-Chicago, LLC
NEW16,212—+16,212——$164.6K—2026-11-05
Savant Capital, LLC
NEW14,644—+14,644——$148.6K—2026-11-06
Inscription Capital, LLC
NEW14,314—+14,314——$145.3K—2026-11-02
MQS Management LLC
INCREASED12,95910,951+2,008+18%$120.2K$131.5K+$11.3K2026-11-06
Cambridge Investment Research Advisors, Inc.
NEW12,871—+12,871——$131—2026-11-02
Farther Finance Advisors, LLC
DECREASED11,89626,486-14,590-55%$290.8K$120.7K-$170.1K2026-10-08
Tokio Marine Asset Management Co LTD
UNCHANGED10,68010,68000%$117.3K$108.4K-$8.9K2026-10-26
State of Alaska, Department of Revenue
UNCHANGED9,6839,68300%$106$98-$82026-10-15
Simplex Trading, LLC
NEW5,206—+5,206——$52.8K—2026-11-04
Roxbury Financial LLC
INCREASED4,8404,640+200+4%$50.9K$49.1K-$1.8K2026-10-01
SBI Securities Co., Ltd.
INCREASED4,5054,360+145+3%$47.9K$45.7K-$2.1K2026-10-22
Sterling Capital Management LLC
INCREASED2,242229+2,013+879%$2.5K$22.8K+$20.2K2026-10-22
Gamma Investing LLC
INCREASED1,619539+1,080+200%$5.9K$16.4K+$10.5K2026-10-08
PNC Financial Services Group, Inc.
DECREASED1,1961,205-9-1%$13.2K$12.1K-$1.1K2026-11-06
Versant Capital Management, Inc
INCREASED1,1581,072+86+8%$11.8K$11.8K-$172026-10-02
US Bancorp \de\
INCREASED1,027116+911+785%$1.3K$10.4K+$9.2K2026-11-05
Nisa Investment Advisors, LLC
UNCHANGED88188100%$9.7K$8.9K-$7312026-10-20
Allworth Financial LP
UNCHANGED67667600%$7.4K$7.4K$02026-11-06
Signaturefd, LLC
INCREASED630458+172+38%$5.0K$6.4K+$1.4K2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED58658600%$6.4K$5.9K-$5032026-10-16
GK Wealth Management LLC
NEW500—+500——$5.1K—2026-10-09
Financial Consulate, Inc
UNCHANGED50050000%$5.5K$5.1K-$4152026-10-23
Essential Partners LLC
INCREASED359292+67+23%$3.2K$3.6K+$4382026-10-14
True Wealth Design, LLC
INCREASED343318+25+8%$3.5K$3.5K-$102026-10-13
IFP Advisors, Inc
INCREASED291209+82+39%$2.3K$3.0K+$6592026-10-16
EverSource Wealth Advisors, LLC
DECREASED255340-85-25%$3.7K$2.6K-$1.1K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED23923900%$2.6K$2.4K-$1982026-10-27
Physician Wealth Advisors, Inc.
INCREASED19364+129+202%$703$2.0K+$1.3K2026-10-20
TD Private Client Wealth LLC
NEW184—+184——$1.9K—2026-10-28
Fortitude Family Office, LLC
UNCHANGED979700%$1.1K$985-$802026-10-14
SJS Investment Consulting Inc.
INCREASED9510+85+850%$110$965+$8552026-10-26
Caitong International Asset Management Co., Ltd
DECREASED72454-382-84%$5.0K$731-$4.3K2026-10-29
Parkside Financial Bank & Trust
NEW45—+45——$457—2026-10-27
Clearstead Advisors, LLC
DECREASED4584-39-46%$923$457-$4662026-11-06
Covestor Ltd
DECREASED3755-18-33%$1$0-$12026-10-30
Root Financial Partners, LLC
NEW27—+27——$274—2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED212100%$231$213-$182026-11-05
Parallel Advisors, LLC
DECREASED12161-149-93%$1.8K$122-$1.6K2026-11-03
Principal Financial Group Inc
CLOSED0176,053-176,053-100%$1.9M$0-$1.9M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED020,415-20,415-100%$224.2K$0-$224.2K2026-11-03
Wellington Shields & Co., LLC
CLOSED018,400-18,400-100%$202.0K$0-$202.0K2026-11-03
Ethic Inc.
CLOSED017,398-17,398-100%$191.0K$0-$191.0K2026-11-03
Allegheny Financial Group
CLOSED012,257-12,257-100%$134.6K$0-$134.6K2026-11-05
Founders Capital Management
CLOSED01,500-1,500-100%$16.5K$0-$16.5K2026-10-13
Point Nemo Capital, LLC
CLOSED0224-224-100%$2.5K$0-$2.5K2026-11-03
MassMutual Private Wealth & Trust, FSB
CLOSED048-48-100%$527$0-$5272026-10-05
Stone House Investment Management, LLC
CLOSED07-7-100%$77$0-$772026-10-23
Torren Management, LLC
CLOSED01-1-100%$15$0-$152026-10-29
Capital Research Global Investors
N/A—7,791,608-7,791,608-100%$85.6M———
FMR LLC
N/A—6,832,652-6,832,652-100%$75.0M———
BlackRock, Inc.
N/A—5,854,346-5,854,346-100%$64.3M———
Pertento Partners LLP
N/A—5,344,176-5,344,176-100%$58.7M———
Zeno Equity Partners LLP
N/A—1,701,343-1,701,343-100%$18.7M———
Mizuho Markets Americas LLC
N/A—1,500,000-1,500,000-100%$16.5M———
State Street Corp
N/A—1,392,588-1,392,588-100%$15.3M———
Fourth Sail Capital LP
N/A—1,373,995-1,373,995-100%$15.1M———
UBS Group AG
N/A—1,211,218-1,211,218-100%$13.3M———
MHR Fund Management LLC
N/A—1,000,000-1,000,000-100%$11.0M———
Adage Capital Partners GP, L.L.C.
N/A—967,400-967,400-100%$10.6M———
Goldman Sachs Group Inc
N/A—688,183-688,183-100%$7.6M———
Northern Trust Corp
N/A—522,913-522,913-100%$5.7M———
Bank of America Corp
N/A—518,365-518,365-100%$5.7M———
Vanguard Portfolio Management LLC
N/A—451,447-451,447-100%$5.0M———
Morgan Stanley
N/A—433,024-433,024-100%$4.8M———
AQR Capital Management LLC
N/A—334,591-334,591-100%$3.7M———
Inherent Management Corp.
N/A—290,831-290,831-100%$53.0M———
JPMorgan Chase & Co
N/A—253,977-253,977-100%$2.7M———
HRT Financial LP
N/A—247,792-247,792-100%$2.7K———
Invesco Ltd.
N/A—240,217-240,217-100%$2.6M———
Nuveen, LLC
N/A—190,100-190,100-100%$2.1M———
Qube Research & Technologies Ltd
N/A—186,870-186,870-100%$2.1M———
National Bank of Canada
N/A—169,694-169,694-100%$1.9M———
Charles Schwab Investment Management Inc
N/A—158,867-158,867-100%$1.7M———
Federated Hermes, Inc.
N/A—142,669-142,669-100%$1.6M———
Wells Fargo & Company
N/A—121,409-121,409-100%$1.3M———
Point72 Asset Management, L.P.
N/A—117,596-117,596-100%$1.3M———
Quantinno Capital Management LP
N/A—116,083-116,083-100%$1.3M———
Dodge & COX
N/A—115,700-115,700-100%$1.3M———
Aurora Investment Counsel
N/A—99,460-99,460-100%$1.1M———
Bank of Montreal
N/A—93,165-93,165-100%$1.0M———
Quantbot Technologies LP
N/A—93,045-93,045-100%$1.0M———
XTX Topco Ltd
N/A—81,588-81,588-100%$895.8K———
Rhumbline Advisers
N/A—80,798-80,798-100%$887.2K———
GSA Capital Partners LLP
N/A—71,669-71,669-100%$787———
Millennium Management LLC
N/A—61,761-61,761-100%$678.1K———
Vanguard Fiduciary Trust Co
N/A—61,715-61,715-100%$677.6K———
Alliancebernstein L.P.
N/A—56,010-56,010-100%$705.7K———
Globeflex Capital L P
N/A—54,416-54,416-100%$597.5K———
Price T Rowe Associates Inc
N/A—52,121-52,121-100%$573———
HSBC Holdings PLC
N/A—48,906-48,906-100%$534.6K———
Legal & General Group Plc
N/A—48,124-48,124-100%$528.6K———
IEQ Capital, LLC
N/A—40,912-40,912-100%$449.2K———
SummitTX Capital, L.P.
N/A—39,412-39,412-100%$432.7K———
Aviva PLC
N/A—39,084-39,084-100%$429.1K———
MetLife Investment Management, LLC
N/A—38,359-38,359-100%$421.2K———
Engineers Gate Manager LP
N/A—35,760-35,760-100%$392.6K———
Balyasny Asset Management L.P.
N/A—32,535-32,535-100%$357.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—30,079-30,079-100%$330.3K———
Neuberger Berman Group LLC
N/A—28,300-28,300-100%$310.7K———
American Century Companies Inc
N/A—24,945-24,945-100%$273.9K———
Squarepoint Ops LLC
N/A—21,768-21,768-100%$239.0K———
Police & Firemen's Retirement System of New Jersey
N/A—21,092-21,092-100%$231.6K———
Cerity Partners LLC
N/A—20,966-20,966-100%$230.2K———
Mercer Global Advisors Inc
N/A—19,673-19,673-100%$216.0K———
Manufacturers Life Insurance Company, the
N/A—18,573-18,573-100%$203.9K———
SPX Gestao de Recursos Ltda
N/A—18,540-18,540-100%$203.6K———
Mariner, LLC
N/A—16,989-16,989-100%$186.5K———
New York State Common Retirement Fund
N/A—16,768-16,768-100%$184.1K———
Susquehanna International Group, LLP
N/A—16,762-16,762-100%$184.0K———
State Board of Administration of Florida Retirement System
N/A—15,680-15,680-100%$172.2K———
Campbell & Co Investment Adviser LLC
N/A—14,151-14,151-100%$155.4K———
Intech Investment Management LLC
N/A—14,083-14,083-100%$154.6K———
Public Employees Retirement System of Ohio
N/A—14,000-14,000-100%$153.7K———
Voya Investment Management LLC
N/A—13,382-13,382-100%$146.9K———
Aquatic Capital Management LLC
N/A—13,241-13,241-100%$145.4K———
BNP Paribas Financial Markets
N/A—11,787-11,787-100%$129.4K———
Waverly Advisors, LLC
N/A—11,225-11,225-100%$123.3K———
Prudential Financial Inc
N/A—10,865-10,865-100%$119.3K———
Captrust Financial Advisors
N/A—10,213-10,213-100%$112.1K———
AXQ Capital, LP
N/A—10,185-10,185-100%$111.8K———
Jain Global LLC
N/A—10,113-10,113-100%$111.0K———
Ameritas Investment Partners, Inc.
N/A—5,415-5,415-100%$59.5K———
Tower Research Capital LLC (TRC)
N/A—5,264-5,264-100%$57.8K———
Arax Advisory Partners
N/A—4,059-4,059-100%$44.6K———
UBS Asset Management Americas LLC
N/A—3,450-3,450-100%$37.9K———
Royal Bank of Canada
N/A—1,997-1,997-100%$22.0K———
Steward Partners Investment Advisory, LLC
N/A—1,099-1,099-100%$12.1K———
Jones Financial Companies Lllp
N/A—905-905-100%$9.9K———
California State Teachers Retirement System
N/A—900-900-100%$9.9K———
Rothschild Investment LLC
N/A—329-329-100%$3.6K———
Optiver Holding B.V.
N/A—270-270-100%$3.0K———
Strategic Wealth Partners, Ltd.
N/A—195-195-100%$2.1K———
Osaic Holdings, Inc.
N/A—60-60-100%$659———
Showing 156 of 156 institutions