Prothena Corp PLC (PRTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Acadian Asset Management LLC

INCREASED

Shares2,068,763 from 2,010,645

Change+58,118 (+3%)

Value$17.3K (-$2.3K)

Filed 2026-11-09

Geode Capital Management, LLC

DECREASED

Shares939,514 from 1,125,877

Change-186,363 (-17%)

Value$7.9M (-$3.1M)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares926,072 from 905,651

Change+20,421 (+2%)

Value$7.8M (-$1.1M)

Filed 2026-11-04

Penbrook Management LLC

UNCHANGED

Shares271,720 from 271,720

Change0 (0%)

Value$2.3M (-$383.1K)

Filed 2026-10-16

MacKenzie Financial Corp

INCREASED

Shares271,086 from 239,899

Change+31,187 (+13%)

Value$2.3M (-$76.9K)

Filed 2026-11-02

Focused Wealth Management, Inc

DECREASED

Shares200,473 from 207,445

Change-6,972 (-3%)

Value$1.7M (-$350.9K)

Filed 2026-10-30

Squarepoint Ops LLC

DECREASED

Shares197,957 from 223,971

Change-26,014 (-12%)

Value$1.7M (-$533.8K)

Filed 2026-11-09

Creative Planning

INCREASED

Shares153,049 from 62,620

Change+90,429 (+144%)

Value$1.3M (+$669.5K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares134,790 from 133,906

Change+884 (+1%)

Value$1.1M (-$181.4K)

Filed 2026-11-05

DCF Advisers, LLC

INCREASED

Shares129,911 from 73,247

Change+56,664 (+77%)

Value$1.1M (+$371.6K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares122,353 from 121,901

Change+452 (+0%)

Value$1.0M (-$168.1K)

Filed 2026-11-06

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares84,321 from 90,795

Change-6,474 (-7%)

Value$706.6K (-$182.3K)

Filed 2026-10-13

Barclays PLC

INCREASED

Shares63,989 from 37,623

Change+26,366 (+70%)

Value$536.2K (+$167.9K)

Filed 2026-11-06

Pinnacle Associates LTD

INCREASED

Shares61,507 from 57,918

Change+3,589 (+6%)

Value$515.4K (-$51.6K)

Filed 2026-10-20

Achmea Investment Management B.V.

NEW

Shares57,619

Change+57,619

Value$483.2K

Filed 2026-10-30

Deutsche Bank Ag\

DECREASED

Shares37,932 from 43,270

Change-5,338 (-12%)

Value$317.9K (-$105.7K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares30,603 from 57,827

Change-27,224 (-47%)

Value$256.5K (-$309.7K)

Filed 2026-11-04

PNC Financial Services Group, Inc.

INCREASED

Shares28,389 from 28,386

Change+3 (+0%)

Value$237.9K (-$40.0K)

Filed 2026-11-06

Allspring Global Investments Holdings, LLC

NEW

Shares28,025

Change+28,025

Value$239.3K

Filed 2026-11-04

Chicago Partners Investment Group LLC

INCREASED

Shares25,779 from 16,129

Change+9,650 (+60%)

Value$211.4K (+$73.8K)

Filed 2026-10-27

Purkiss Capital Advisors LLC

UNCHANGED

Shares25,086 from 25,086

Change0 (0%)

Value$210.2K (-$35.4K)

Filed 2026-11-06

Covestor Ltd

DECREASED

Shares22,328 from 25,190

Change-2,862 (-11%)

Value$187 (-$59)

Filed 2026-10-30

Mogy Joel R Investment Counsel Inc

UNCHANGED

Shares20,750 from 20,750

Change0 (0%)

Value$173.9K (-$29.3K)

Filed 2026-10-13

Foundation Wealth Management, LLC

UNCHANGED

Shares19,236 from 19,236

Change0 (0%)

Value$161.2K (-$27.1K)

Filed 2026-10-22

Profund Advisors LLC

DECREASED

Shares14,151 from 20,570

Change-6,419 (-31%)

Value$118.6K (-$82.8K)

Filed 2026-10-29

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares13,268 from 11,156

Change+2,112 (+19%)

Value$114.2K (+$11.2K)

Filed 2026-10-13

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares12,453 from 12,453

Change0 (0%)

Value$104.4K (-$17.6K)

Filed 2026-11-09

Inscription Capital, LLC

INCREASED

Shares11,587 from 11,540

Change+47 (+0%)

Value$97.1K (-$15.9K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares11,367 from 11,410

Change-43 (0%)

Value$95.3K (-$16.4K)

Filed 2026-11-02

China Universal Asset Management Co., Ltd.

INCREASED

Shares9,367 from 8,332

Change+1,035 (+12%)

Value$82.2K (+$672)

Filed 2026-10-28

Versant Capital Management, Inc

INCREASED

Shares5,704 from 2,044

Change+3,660 (+179%)

Value$47.8K (+$27.8K)

Filed 2026-10-02

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares5,668 from 5,668

Change0 (0%)

Value$47.5K (-$8.0K)

Filed 2026-10-27

Signaturefd, LLC

DECREASED

Shares2,861 from 4,000

Change-1,139 (-28%)

Value$24.0K (-$15.2K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares2,786 from 2,488

Change+298 (+12%)

Value$23.3K (-$1.2K)

Filed 2026-10-08

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares2,623 from 2,341

Change+282 (+12%)

Value$22.0K (-$937)

Filed 2026-11-03

Gamma Investing LLC

DECREASED

Shares2,246 from 2,588

Change-342 (-13%)

Value$18.8K (-$6.5K)

Filed 2026-10-08

Flagship Wealth Advisors, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$12.6K (-$2.1K)

Filed 2026-11-03

Simplex Trading, LLC

NEW

Shares1,352

Change+1,352

Value$11.3K

Filed 2026-11-04

GF Fund Management Co. Ltd.

INCREASED

Shares1,240 from 1,141

Change+99 (+9%)

Value$10.4K (-$779)

Filed 2026-10-26

Sterling Capital Management LLC

INCREASED

Shares1,204 from 450

Change+754 (+168%)

Value$10.1K (+$5.7K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

INCREASED

Shares1,165 from 112

Change+1,053 (+940%)

Value$9.8K (+$8.7K)

Filed 2026-10-20

US Bancorp \de\

INCREASED

Shares1,075 from 393

Change+682 (+174%)

Value$9.0K (+$5.2K)

Filed 2026-11-05

Allworth Financial LP

INCREASED

Shares935 from 842

Change+93 (+11%)

Value$9.2K (+$910)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares812 from 3

Change+809 (+26967%)

Value$6.8K (+$6.8K)

Filed 2026-10-26

Harbor Capital Advisors, Inc.

NEW

Shares555

Change+555

Value$5

Filed 2026-10-22

Essential Partners LLC

UNCHANGED

Shares251 from 251

Change0 (0%)

Value$2.1K (-$354)

Filed 2026-10-14

Asset Dedication, LLC

UNCHANGED

Shares184 from 184

Change0 (0%)

Value$1.5K (-$260)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

INCREASED

Shares159 from 98

Change+61 (+62%)

Value$1.3K (+$374)

Filed 2026-11-04

Axiom Investment Management LLC

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$1.2K (-$206)

Filed 2026-11-03

Root Financial Partners, LLC

NEW

Shares136

Change+136

Value$1.1K

Filed 2026-10-21

Albion Financial Group

UNCHANGED

Shares125 from 125

Change0 (0%)

Value$1.0K (-$176)

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares109 from 103

Change+6 (+6%)

Value$914 (-$95)

Filed 2026-10-13

Provenance Wealth Advisors, LLC

NEW

Shares108

Change+108

Value$905

Filed 2026-10-30

Creative Financial Designs Inc

UNCHANGED

Shares104 from 104

Change0 (0%)

Value$872 (-$146)

Filed 2026-11-04

Harbor Investment Advisory, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$838 (-$141)

Filed 2026-10-13

Parallel Advisors, LLC

DECREASED

Shares84 from 210

Change-126 (-60%)

Value$704 (-$1.4K)

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares76 from 167

Change-91 (-54%)

Value$637 (-$998)

Filed 2026-10-16

Blue Trust, Inc.

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$277 (-$46)

Filed 2026-10-15

Ascentis Wealth Management, LLC

NEW

Shares30

Change+30

Value$251

Filed 2026-11-03

Larson Financial Group LLC

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$226 (-$38)

Filed 2026-11-05

SBI Securities Co., Ltd.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$126 (-$21)

Filed 2026-10-22

CoreCap Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$92 (-$16)

Filed 2026-10-08

IFG Advisory, LLC

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$59 (-$10)

Filed 2026-11-09

Clearstead Advisors, LLC

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$34 (-$6)

Filed 2026-11-06

J. R. Prunier Capital Management LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$17 (-$3)

Filed 2026-11-09

Harbour Investments, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$8 (-$2)

Filed 2026-11-09

Assenagon Asset Management S.A.

CLOSED

Shares0 from 62,785

Change-62,785 (-100%)

Value$0 (-$614.7K)

Filed 2026-10-15

Great Lakes Advisors, LLC

CLOSED

Shares0 from 28,733

Change-28,733 (-100%)

Value$0 (-$281.3K)

Filed 2026-11-06

Savant Capital, LLC

CLOSED

Shares0 from 19,503

Change-19,503 (-100%)

Value$0 (-$190.2K)

Filed 2026-11-06

Strs Ohio

CLOSED

Shares0 from 17,900

Change-17,900 (-100%)

Value$0 (-$175.2K)

Filed 2026-10-30

Chicago Trust Co NA

CLOSED

Shares0 from 15,057

Change-15,057 (-100%)

Value$0 (-$147.4K)

Filed 2026-10-28

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 115

Change-115 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-29

Silver Grove Financial Group, Inc.

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$382)

Filed 2026-11-05

Key FInancial Inc

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$117)

Filed 2026-11-02

Assetmark, Inc

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$20)

Filed 2026-10-21

FMR LLC

N/A

Shares— from 7,199,218

Change-7,199,218 (-100%)

Value—

Rubric Capital Management LPA

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 4,867,955

Change-4,867,955 (-100%)

Value—

State Street Corp

N/A

Shares— from 2,393,424

Change-2,393,424 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 1,651,293

Change-1,651,293 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 1,611,457

Change-1,611,457 (-100%)

Value—

Adar1 Capital Management, LLC

N/A

Shares— from 1,554,535

Change-1,554,535 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 1,264,987

Change-1,264,987 (-100%)

Value—

Palo Alto Investors LP

N/A

Shares— from 1,143,155

Change-1,143,155 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 1,084,401

Change-1,084,401 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 995,348

Change-995,348 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 979,730

Change-979,730 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 965,988

Change-965,988 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 791,169

Change-791,169 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 697,615

Change-697,615 (-100%)

Value—

Man Group plc

N/A

Shares— from 678,116

Change-678,116 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 625,095

Change-625,095 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 557,157

Change-557,157 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 479,945

Change-479,945 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 457,124

Change-457,124 (-100%)

Value—

Birchview Capital, LP

N/A

Shares— from 449,019

Change-449,019 (-100%)

Value—

Rangeley Capital, LLC

N/A

Shares— from 417,270

Change-417,270 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 355,896

Change-355,896 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 338,810

Change-338,810 (-100%)

Value—

Monimus Capital Management, LP

N/A

Shares— from 329,052

Change-329,052 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 315,803

Change-315,803 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 302,572

Change-302,572 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 259,064

Change-259,064 (-100%)

Value—

UBS Group AG

N/A

Shares— from 241,425

Change-241,425 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 208,246

Change-208,246 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 191,693

Change-191,693 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 190,834

Change-190,834 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 158,331

Change-158,331 (-100%)

Value—

Diadema Partners LP

N/A

Shares— from 149,482

Change-149,482 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 126,990

Change-126,990 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 109,252

Change-109,252 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 90,644

Change-90,644 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 87,215

Change-87,215 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 85,717

Change-85,717 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 82,710

Change-82,710 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 82,023

Change-82,023 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 78,800

Change-78,800 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 76,731

Change-76,731 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 71,479

Change-71,479 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 70,326

Change-70,326 (-100%)

Value—

Duncan Williams Asset Management, LLC

N/A

Shares— from 70,281

Change-70,281 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 69,217

Change-69,217 (-100%)

Value—

Campbell & Co Investment Adviser LLC

N/A

Shares— from 68,345

Change-68,345 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 55,896

Change-55,896 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 50,350

Change-50,350 (-100%)

Value—

Quinn Opportunity Partners LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Edgewood Management LLC

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 49,569

Change-49,569 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 49,520

Change-49,520 (-100%)

Value—

Seven Fleet Capital Management LP

N/A

Shares— from 43,300

Change-43,300 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 42,158

Change-42,158 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 41,270

Change-41,270 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 40,397

Change-40,397 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 39,660

Change-39,660 (-100%)

Value—

Shelton Capital Management

N/A

Shares— from 39,472

Change-39,472 (-100%)

Value—

Persistent Asset Partners Ltd

N/A

Shares— from 38,100

Change-38,100 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 30,877

Change-30,877 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 30,500

Change-30,500 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 29,200

Change-29,200 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 26,620

Change-26,620 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 25,890

Change-25,890 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 25,419

Change-25,419 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 25,174

Change-25,174 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 24,445

Change-24,445 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 24,000

Change-24,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 22,908

Change-22,908 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 19,430

Change-19,430 (-100%)

Value—

Graham Capital Management, L.P.

N/A

Shares— from 18,496

Change-18,496 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 18,249

Change-18,249 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 16,793

Change-16,793 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,386

Change-15,386 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 15,077

Change-15,077 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 13,546

Change-13,546 (-100%)

Value—

nVerses Capital, LLC

N/A

Shares— from 13,246

Change-13,246 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 12,635

Change-12,635 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 11,454

Change-11,454 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,446

Change-11,446 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 11,395

Change-11,395 (-100%)

Value—

JBF Capital, Inc.

N/A

Shares— from 10,285

Change-10,285 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 10,007

Change-10,007 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Cornerstone Select Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 8,979

Change-8,979 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 6,552

Change-6,552 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 5,412

Change-5,412 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 5,208

Change-5,208 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 5,132

Change-5,132 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 4,738

Change-4,738 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 4,512

Change-4,512 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 3,428

Change-3,428 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,611

Change-1,611 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 900

Change-900 (-100%)

Value—

Pacer Advisors, Inc.

N/A

Shares— from 675

Change-675 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 613

Change-613 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 600

Change-600 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 500

Change-500 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 500

Change-500 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 337

Change-337 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 278

Change-278 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 199

Change-199 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 197

Change-197 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 159

Change-159 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 155

Change-155 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 109

Change-109 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Quarry LP

N/A

Shares— from 90

Change-90 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 77

Change-77 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 22

Change-22 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Acadian Asset Management LLC	INCREASED	2,068,763	2,010,645	+58,118	+3%	$19.7K	$17.3K	-$2.3K	2026-11-09
Geode Capital Management, LLC	DECREASED	939,514	1,125,877	-186,363	-17%	$11.0M	$7.9M	-$3.1M	2026-11-06
Dimensional Fund Advisors LP	INCREASED	926,072	905,651	+20,421	+2%	$8.9M	$7.8M	-$1.1M	2026-11-04
Penbrook Management LLC	UNCHANGED	271,720	271,720	0	0%	$2.7M	$2.3M	-$383.1K	2026-10-16
MacKenzie Financial Corp	INCREASED	271,086	239,899	+31,187	+13%	$2.3M	$2.3M	-$76.9K	2026-11-02
Focused Wealth Management, Inc	DECREASED	200,473	207,445	-6,972	-3%	$2.0M	$1.7M	-$350.9K	2026-10-30
Squarepoint Ops LLC	DECREASED	197,957	223,971	-26,014	-12%	$2.2M	$1.7M	-$533.8K	2026-11-09
Creative Planning	INCREASED	153,049	62,620	+90,429	+144%	$613.1K	$1.3M	+$669.5K	2026-11-02
Bank of New York Mellon Corp	INCREASED	134,790	133,906	+884	+1%	$1.3M	$1.1M	-$181.4K	2026-11-05
DCF Advisers, LLC	INCREASED	129,911	73,247	+56,664	+77%	$717.1K	$1.1M	+$371.6K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	122,353	121,901	+452	+0%	$1.2M	$1.0M	-$168.1K	2026-11-06
Hennion & Walsh Asset Management, Inc.	DECREASED	84,321	90,795	-6,474	-7%	$888.9K	$706.6K	-$182.3K	2026-10-13
Barclays PLC	INCREASED	63,989	37,623	+26,366	+70%	$368.3K	$536.2K	+$167.9K	2026-11-06
Pinnacle Associates LTD	INCREASED	61,507	57,918	+3,589	+6%	$567.0K	$515.4K	-$51.6K	2026-10-20
Achmea Investment Management B.V.	NEW	57,619	—	+57,619	—	—	$483.2K	—	2026-10-30
Deutsche Bank Ag\	DECREASED	37,932	43,270	-5,338	-12%	$423.6K	$317.9K	-$105.7K	2026-11-06
Citigroup Inc	DECREASED	30,603	57,827	-27,224	-47%	$566.1K	$256.5K	-$309.7K	2026-11-04
PNC Financial Services Group, Inc.	INCREASED	28,389	28,386	+3	+0%	$277.9K	$237.9K	-$40.0K	2026-11-06
Allspring Global Investments Holdings, LLC	NEW	28,025	—	+28,025	—	—	$239.3K	—	2026-11-04
Chicago Partners Investment Group LLC	INCREASED	25,779	16,129	+9,650	+60%	$137.6K	$211.4K	+$73.8K	2026-10-27
Purkiss Capital Advisors LLC	UNCHANGED	25,086	25,086	0	0%	$245.6K	$210.2K	-$35.4K	2026-11-06
Covestor Ltd	DECREASED	22,328	25,190	-2,862	-11%	$246	$187	-$59	2026-10-30
Mogy Joel R Investment Counsel Inc	UNCHANGED	20,750	20,750	0	0%	$203.1K	$173.9K	-$29.3K	2026-10-13
Foundation Wealth Management, LLC	UNCHANGED	19,236	19,236	0	0%	$188.3K	$161.2K	-$27.1K	2026-10-22
Profund Advisors LLC	DECREASED	14,151	20,570	-6,419	-31%	$201.4K	$118.6K	-$82.8K	2026-10-29
Wealth Enhancement Advisory Services, LLC	INCREASED	13,268	11,156	+2,112	+19%	$103.1K	$114.2K	+$11.2K	2026-10-13
Police & Firemen's Retirement System of New Jersey	UNCHANGED	12,453	12,453	0	0%	$121.9K	$104.4K	-$17.6K	2026-11-09
Inscription Capital, LLC	INCREASED	11,587	11,540	+47	+0%	$113.0K	$97.1K	-$15.9K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	11,367	11,410	-43	0%	$111.7K	$95.3K	-$16.4K	2026-11-02
China Universal Asset Management Co., Ltd.	INCREASED	9,367	8,332	+1,035	+12%	$81.6K	$82.2K	+$672	2026-10-28
Versant Capital Management, Inc	INCREASED	5,704	2,044	+3,660	+179%	$20.0K	$47.8K	+$27.8K	2026-10-02
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	5,668	5,668	0	0%	$55.5K	$47.5K	-$8.0K	2026-10-27
Signaturefd, LLC	DECREASED	2,861	4,000	-1,139	-28%	$39.2K	$24.0K	-$15.2K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	2,786	2,488	+298	+12%	$24.6K	$23.3K	-$1.2K	2026-10-08
Mirae Asset Global Investments Co., Ltd.	INCREASED	2,623	2,341	+282	+12%	$22.9K	$22.0K	-$937	2026-11-03
Gamma Investing LLC	DECREASED	2,246	2,588	-342	-13%	$25.3K	$18.8K	-$6.5K	2026-10-08
Flagship Wealth Advisors, LLC	UNCHANGED	1,500	1,500	0	0%	$14.7K	$12.6K	-$2.1K	2026-11-03
Simplex Trading, LLC	NEW	1,352	—	+1,352	—	—	$11.3K	—	2026-11-04
GF Fund Management Co. Ltd.	INCREASED	1,240	1,141	+99	+9%	$11.2K	$10.4K	-$779	2026-10-26
Sterling Capital Management LLC	INCREASED	1,204	450	+754	+168%	$4.4K	$10.1K	+$5.7K	2026-10-22
Nisa Investment Advisors, LLC	INCREASED	1,165	112	+1,053	+940%	$1.1K	$9.8K	+$8.7K	2026-10-20
US Bancorp \de\	INCREASED	1,075	393	+682	+174%	$3.8K	$9.0K	+$5.2K	2026-11-05
Allworth Financial LP	INCREASED	935	842	+93	+11%	$8.2K	$9.2K	+$910	2026-11-06
SJS Investment Consulting Inc.	INCREASED	812	3	+809	+26967%	$30	$6.8K	+$6.8K	2026-10-26
Harbor Capital Advisors, Inc.	NEW	555	—	+555	—	—	$5	—	2026-10-22
Essential Partners LLC	UNCHANGED	251	251	0	0%	$2.5K	$2.1K	-$354	2026-10-14
Asset Dedication, LLC	UNCHANGED	184	184	0	0%	$1.8K	$1.5K	-$260	2026-11-03
EverSource Wealth Advisors, LLC	INCREASED	159	98	+61	+62%	$959	$1.3K	+$374	2026-11-04
Axiom Investment Management LLC	UNCHANGED	146	146	0	0%	$1.4K	$1.2K	-$206	2026-11-03
Root Financial Partners, LLC	NEW	136	—	+136	—	—	$1.1K	—	2026-10-21
Albion Financial Group	UNCHANGED	125	125	0	0%	$1.2K	$1.0K	-$176	2026-10-21
True Wealth Design, LLC	INCREASED	109	103	+6	+6%	$1.0K	$914	-$95	2026-10-13
Provenance Wealth Advisors, LLC	NEW	108	—	+108	—	—	$905	—	2026-10-30
Creative Financial Designs Inc	UNCHANGED	104	104	0	0%	$1.0K	$872	-$146	2026-11-04
Harbor Investment Advisory, LLC	UNCHANGED	100	100	0	0%	$979	$838	-$141	2026-10-13
Parallel Advisors, LLC	DECREASED	84	210	-126	-60%	$2.1K	$704	-$1.4K	2026-11-03
IFP Advisors, Inc	DECREASED	76	167	-91	-54%	$1.6K	$637	-$998	2026-10-16
Blue Trust, Inc.	UNCHANGED	33	33	0	0%	$323	$277	-$46	2026-10-15
Ascentis Wealth Management, LLC	NEW	30	—	+30	—	—	$251	—	2026-11-03
Larson Financial Group LLC	UNCHANGED	27	27	0	0%	$264	$226	-$38	2026-11-05
SBI Securities Co., Ltd.	UNCHANGED	15	15	0	0%	$147	$126	-$21	2026-10-22
CoreCap Advisors, LLC	UNCHANGED	11	11	0	0%	$108	$92	-$16	2026-10-08
IFG Advisory, LLC	UNCHANGED	7	7	0	0%	$69	$59	-$10	2026-11-09
Clearstead Advisors, LLC	UNCHANGED	4	4	0	0%	$40	$34	-$6	2026-11-06
J. R. Prunier Capital Management LLC	UNCHANGED	2	2	0	0%	$20	$17	-$3	2026-11-09
Harbour Investments, Inc.	UNCHANGED	1	1	0	0%	$10	$8	-$2	2026-11-09
Assenagon Asset Management S.A.	CLOSED	0	62,785	-62,785	-100%	$614.7K	$0	-$614.7K	2026-10-15
Great Lakes Advisors, LLC	CLOSED	0	28,733	-28,733	-100%	$281.3K	$0	-$281.3K	2026-11-06
Savant Capital, LLC	CLOSED	0	19,503	-19,503	-100%	$190.2K	$0	-$190.2K	2026-11-06
Strs Ohio	CLOSED	0	17,900	-17,900	-100%	$175.2K	$0	-$175.2K	2026-10-30
Chicago Trust Co NA	CLOSED	0	15,057	-15,057	-100%	$147.4K	$0	-$147.4K	2026-10-28
Caitong International Asset Management Co., Ltd	CLOSED	0	115	-115	-100%	$1.1K	$0	-$1.1K	2026-10-29
Silver Grove Financial Group, Inc.	CLOSED	0	39	-39	-100%	$382	$0	-$382	2026-11-05
Key FInancial Inc	CLOSED	0	12	-12	-100%	$117	$0	-$117	2026-11-02
Assetmark, Inc	CLOSED	0	2	-2	-100%	$20	$0	-$20	2026-10-21
FMR LLC	N/A	—	7,199,218	-7,199,218	-100%	$70.5M	—	—	—
Rubric Capital Management LPA	N/A	—	5,000,000	-5,000,000	-100%	$49.0M	—	—	—
BlackRock, Inc.	N/A	—	4,867,955	-4,867,955	-100%	$47.7M	—	—	—
State Street Corp	N/A	—	2,393,424	-2,393,424	-100%	$23.4M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	1,651,293	-1,651,293	-100%	$16.2M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	1,611,457	-1,611,457	-100%	$15.8M	—	—	—
Adar1 Capital Management, LLC	N/A	—	1,554,535	-1,554,535	-100%	$15.2M	—	—	—
Two Sigma Investments, LP	N/A	—	1,264,987	-1,264,987	-100%	$12.4M	—	—	—
Palo Alto Investors LP	N/A	—	1,143,155	-1,143,155	-100%	$11.2M	—	—	—
Federated Hermes, Inc.	N/A	—	1,084,401	-1,084,401	-100%	$10.6M	—	—	—
Morgan Stanley	N/A	—	995,348	-995,348	-100%	$9.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	979,730	-979,730	-100%	$9.6M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	965,988	-965,988	-100%	$9.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	791,169	-791,169	-100%	$7.7M	—	—	—
Renaissance Technologies LLC	N/A	—	697,615	-697,615	-100%	$6.8M	—	—	—
Man Group plc	N/A	—	678,116	-678,116	-100%	$6.6M	—	—	—
Mariner, LLC	N/A	—	625,095	-625,095	-100%	$6.1M	—	—	—
Nuveen, LLC	N/A	—	557,157	-557,157	-100%	$5.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	479,945	-479,945	-100%	$4.7M	—	—	—
Northern Trust Corp	N/A	—	457,124	-457,124	-100%	$4.5M	—	—	—
Birchview Capital, LP	N/A	—	449,019	-449,019	-100%	$4.4M	—	—	—
Rangeley Capital, LLC	N/A	—	417,270	-417,270	-100%	$4.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	355,896	-355,896	-100%	$3.5M	—	—	—
Citadel Advisors LLC	N/A	—	338,810	-338,810	-100%	$3.3M	—	—	—
Monimus Capital Management, LP	N/A	—	329,052	-329,052	-100%	$3.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	315,803	-315,803	-100%	$3.1M	—	—	—
AQR Capital Management LLC	N/A	—	302,572	-302,572	-100%	$3.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	259,064	-259,064	-100%	$2.5M	—	—	—
UBS Group AG	N/A	—	241,425	-241,425	-100%	$2.4M	—	—	—
Bank of America Corp	N/A	—	208,246	-208,246	-100%	$2.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	191,693	-191,693	-100%	$1.9M	—	—	—
Marshall Wace, LLP	N/A	—	190,834	-190,834	-100%	$1.9M	—	—	—
Quantinno Capital Management LP	N/A	—	158,331	-158,331	-100%	$1.6M	—	—	—
Diadema Partners LP	N/A	—	149,482	-149,482	-100%	$1.5M	—	—	—
Massachusetts Financial Services Co	N/A	—	126,990	-126,990	-100%	$1.2M	—	—	—
Price T Rowe Associates Inc	N/A	—	109,252	-109,252	-100%	$1.1K	—	—	—
American Century Companies Inc	N/A	—	90,644	-90,644	-100%	$887.4K	—	—	—
Ameriprise Financial Inc	N/A	—	87,215	-87,215	-100%	$853.8K	—	—	—
XTX Topco Ltd	N/A	—	85,717	-85,717	-100%	$839.2K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	82,710	-82,710	-100%	$809.7K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	82,023	-82,023	-100%	$803.0K	—	—	—
Martingale Asset Management L P	N/A	—	78,800	-78,800	-100%	$771.5K	—	—	—
Trexquant Investment LP	N/A	—	76,731	-76,731	-100%	$751.2K	—	—	—
Invesco Ltd.	N/A	—	71,479	-71,479	-100%	$699.8K	—	—	—
State of Wisconsin Investment Board	N/A	—	70,326	-70,326	-100%	$688.5K	—	—	—
Duncan Williams Asset Management, LLC	N/A	—	70,281	-70,281	-100%	$688.1K	—	—	—
Alliancebernstein L.P.	N/A	—	69,217	-69,217	-100%	$672.8K	—	—	—
Campbell & Co Investment Adviser LLC	N/A	—	68,345	-68,345	-100%	$669.1K	—	—	—
Rhumbline Advisers	N/A	—	55,896	-55,896	-100%	$547.2K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	50,350	-50,350	-100%	$492.9K	—	—	—
Quinn Opportunity Partners LLC	N/A	—	50,000	-50,000	-100%	$489.5K	—	—	—
Edgewood Management LLC	N/A	—	50,000	-50,000	-100%	$489.5K	—	—	—
HSBC Holdings PLC	N/A	—	49,569	-49,569	-100%	$492.2K	—	—	—
Wells Fargo & Company	N/A	—	49,520	-49,520	-100%	$484.8K	—	—	—
Seven Fleet Capital Management LP	N/A	—	43,300	-43,300	-100%	$423.9K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	42,158	-42,158	-100%	$412.7K	—	—	—
Engineers Gate Manager LP	N/A	—	41,270	-41,270	-100%	$404.0K	—	—	—
Rafferty Asset Management, LLC	N/A	—	40,397	-40,397	-100%	$395.5K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	39,660	-39,660	-100%	$388.3K	—	—	—
Shelton Capital Management	N/A	—	39,472	-39,472	-100%	$386.4K	—	—	—
Persistent Asset Partners Ltd	N/A	—	38,100	-38,100	-100%	$373.0K	—	—	—
SEI Investments Co	N/A	—	30,877	-30,877	-100%	$302.3K	—	—	—
Winton Group Ltd	N/A	—	30,500	-30,500	-100%	$298.6K	—	—	—
RBF Capital, LLC	N/A	—	29,200	-29,200	-100%	$285.9K	—	—	—
JPMorgan Chase & Co	N/A	—	26,620	-26,620	-100%	$265.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	25,890	-25,890	-100%	$253.5K	—	—	—
Aquatic Capital Management LLC	N/A	—	25,419	-25,419	-100%	$248.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	25,174	-25,174	-100%	$247.3K	—	—	—
Tudor Investment Corp ET AL	N/A	—	24,445	-24,445	-100%	$239.3K	—	—	—
Canada Pension Plan Investment Board	N/A	—	24,000	-24,000	-100%	$235.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	22,908	-22,908	-100%	$224.3K	—	—	—
Jones Financial Companies Lllp	N/A	—	19,430	-19,430	-100%	$194.7K	—	—	—
Graham Capital Management, L.P.	N/A	—	18,496	-18,496	-100%	$181.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	18,249	-18,249	-100%	$178.7K	—	—	—
Ballentine Partners, LLC	N/A	—	16,793	-16,793	-100%	$164.4K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,386	-15,386	-100%	$150.6K	—	—	—
Headlands Technologies LLC	N/A	—	15,077	-15,077	-100%	$147.6K	—	—	—
Jump Financial, LLC	N/A	—	13,546	-13,546	-100%	$132.6K	—	—	—
nVerses Capital, LLC	N/A	—	13,246	-13,246	-100%	$129.7K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	12,635	-12,635	-100%	$123.7K	—	—	—
Cary Street Partners Financial LLC	N/A	—	12,500	-12,500	-100%	$122.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	11,454	-11,454	-100%	$112.1K	—	—	—
Raymond James Financial Inc	N/A	—	11,446	-11,446	-100%	$112.1K	—	—	—
Prudential Financial Inc	N/A	—	11,395	-11,395	-100%	$111.6K	—	—	—
JBF Capital, Inc.	N/A	—	10,285	-10,285	-100%	$100.7K	—	—	—
Quadrature Capital Ltd	N/A	—	10,007	-10,007	-100%	$98.0K	—	—	—
Cresset Asset Management, LLC	N/A	—	10,000	-10,000	-100%	$97.9K	—	—	—
Cornerstone Select Advisors, LLC	N/A	—	10,000	-10,000	-100%	$97.9K	—	—	—
New York State Common Retirement Fund	N/A	—	8,979	-8,979	-100%	$87.9K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	6,552	-6,552	-100%	$64	—	—	—
Arax Advisory Partners	N/A	—	5,412	-5,412	-100%	$53.0K	—	—	—
Royal Bank of Canada	N/A	—	5,208	-5,208	-100%	$50.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	5,132	-5,132	-100%	$50.2K	—	—	—
Brown Brothers Harriman & Co	N/A	—	5,000	-5,000	-100%	$49.0K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	4,738	-4,738	-100%	$46.4K	—	—	—
Legal & General Group Plc	N/A	—	4,512	-4,512	-100%	$44.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	3,428	-3,428	-100%	$33.6K	—	—	—
Quantbot Technologies LP	N/A	—	1,611	-1,611	-100%	$15.8K	—	—	—
HighMark Wealth Management LLC	N/A	—	900	-900	-100%	$8.8K	—	—	—
Pacer Advisors, Inc.	N/A	—	675	-675	-100%	$7	—	—	—
California State Teachers Retirement System	N/A	—	613	-613	-100%	$6.0K	—	—	—
HM Payson & Co	N/A	—	600	-600	-100%	$5.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	500	-500	-100%	$4.9K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	500	-500	-100%	$4.9K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	337	-337	-100%	$3.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	278	-278	-100%	$2.7K	—	—	—
Evelyn Partners Group Ltd	N/A	—	199	-199	-100%	$1.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	197	-197	-100%	$1.9K	—	—	—
Optiver Holding B.V.	N/A	—	159	-159	-100%	$1.6K	—	—	—
Sittner & Nelson, LLC	N/A	—	155	-155	-100%	$1.5K	—	—	—
UBS Asset Management Americas LLC	N/A	—	131	-131	-100%	$1.3K	—	—	—
CVA Family Office, LLC	N/A	—	109	-109	-100%	$1.1K	—	—	—
Gould Capital, LLC	N/A	—	100	-100	-100%	$979	—	—	—
Quarry LP	N/A	—	90	-90	-100%	$881	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	77	-77	-100%	$754	—	—	—
Cornerstone Financial Management LLC	N/A	—	55	-55	-100%	$538	—	—	—
Leo H. Evart, Inc.	N/A	—	22	-22	-100%	$215	—	—	—
Coppell Advisory Solutions LLC	N/A	—	12	-12	-100%	$2.3M	—	—	—
Rothschild Investment LLC	N/A	—	10	-10	-100%	$98	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4	-4	-100%	$39	—	—	—
BFC Planning, Inc.	N/A	—	2	-2	-100%	$20	—	—	—

Showing 196 of 196 institutions