Penguin Solutions Inc (PENG)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

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

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CWA Asset Management Group, LLC

INCREASED

Shares86,703 from 80,669

Change+6,034 (+7%)

Value$2.3M (+$680.5K)

Filed 2025-10-22

Pacific Ridge Capital Partners, LLC

UNCHANGED

Shares47,589 from 47,589

Change0 (0%)

Value$1.3M (+$307.9K)

Filed 2025-11-12

Verdence Capital Advisors LLC

INCREASED

Shares10,362 from 10,071

Change+291 (+3%)

Value$236.0K (+$36.5K)

Filed 2025-10-29

Optivise Advisory Services LLC

NEW

Shares8,786

Change+8,786

Value$230.9K

Filed 2025-10-17

CWM, LLC

INCREASED

Shares5,958 from 4,111

Change+1,847 (+45%)

Value$157 (+$76)

Filed 2025-10-15

Global Retirement Partners, LLC

INCREASED

Shares5,142 from 138

Change+5,004 (+3626%)

Value$135.1K (+$132.4K)

Filed 2025-10-21

Osaic Holdings, Inc.

DECREASED

Shares2,996 from 3,583

Change-587 (-16%)

Value$59.3K (-$11.5K)

Filed 2025-11-14

Signaturefd, LLC

INCREASED

Shares1,006 from 528

Change+478 (+91%)

Value$26.4K (+$16.0K)

Filed 2025-10-21

WPG Advisers, LLC

UNCHANGED

Shares181 from 181

Change0 (0%)

Value$4.8K (+$1.2K)

Filed 2025-10-29

Wealthspire Advisors, LLC

NEW

Shares38

Change+38

Value$999

Filed 2025-11-14

BlackRock, Inc.

CLOSED

Shares0 from 8,338,341

Change-8,338,341 (-100%)

Value$0 (-$165.2M)

Filed 2025-11-12

Vanguard Group Inc

CLOSED

Shares0 from 6,566,760

Change-6,566,760 (-100%)

Value$0 (-$130.1M)

Filed 2025-11-07

FMR LLC

CLOSED

Shares0 from 4,585,231

Change-4,585,231 (-100%)

Value$0 (-$90.8M)

Filed 2025-11-13

Crosslink Capital Inc

CLOSED

Shares0 from 3,580,777

Change-3,580,777 (-100%)

Value$0 (-$70.9M)

Filed 2025-11-14

State Street Corp

CLOSED

Shares0 from 2,690,498

Change-2,690,498 (-100%)

Value$0 (-$53.3M)

Filed 2025-11-14

Alliancebernstein L.P.

CLOSED

Shares0 from 1,288,812

Change-1,288,812 (-100%)

Value$0 (-$25.5M)

Filed 2025-11-14

Paradigm Capital Management Inc

CLOSED

Shares0 from 1,153,100

Change-1,153,100 (-100%)

Value$0 (-$22.8M)

Filed 2025-11-14

JPMorgan Chase & Co

CLOSED

Shares0 from 986,633

Change-986,633 (-100%)

Value$0 (-$19.5M)

Filed 2025-11-26

American Century Companies Inc

CLOSED

Shares0 from 956,715

Change-956,715 (-100%)

Value$0 (-$19.0M)

Filed 2025-11-12

Morgan Stanley

CLOSED

Shares0 from 942,297

Change-942,297 (-100%)

Value$0 (-$18.7M)

Filed 2026-05-27

Think Investments LP

CLOSED

Shares0 from 904,587

Change-904,587 (-100%)

Value$0 (-$17.9M)

Filed 2025-11-14

Royce & Associates LP

CLOSED

Shares0 from 903,173

Change-903,173 (-100%)

Value$0 (-$17.9M)

Filed 2025-11-12

Deutsche Bank Ag\

CLOSED

Shares0 from 899,646

Change-899,646 (-100%)

Value$0 (-$17.8M)

Filed 2025-11-13

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 854,097

Change-854,097 (-100%)

Value$0 (-$16.9M)

Filed 2025-11-10

UBS Group AG

CLOSED

Shares0 from 813,794

Change-813,794 (-100%)

Value$0 (-$16.1M)

Filed 2025-11-13

Barclays PLC

CLOSED

Shares0 from 718,545

Change-718,545 (-100%)

Value$0 (-$14.2M)

Filed 2026-03-31

Wellington Management Group LLP

CLOSED

Shares0 from 690,663

Change-690,663 (-100%)

Value$0 (-$13.7M)

Filed 2025-11-14

Northern Trust Corp

CLOSED

Shares0 from 614,602

Change-614,602 (-100%)

Value$0 (-$12.2M)

Filed 2025-11-14

CSM Advisors, LLC

CLOSED

Shares0 from 601,512

Change-601,512 (-100%)

Value$0 (-$11.9K)

Filed 2025-11-14

Royal Bank of Canada

CLOSED

Shares0 from 488,828

Change-488,828 (-100%)

Value$0 (-$9.7M)

Filed 2025-11-14

P.A.W. Capital Corp

CLOSED

Shares0 from 470,000

Change-470,000 (-100%)

Value$0 (-$9.3M)

Filed 2025-11-12

Clearbridge Investments, LLC

CLOSED

Shares0 from 467,797

Change-467,797 (-100%)

Value$0 (-$9.3M)

Filed 2025-11-13

Nuveen, LLC

CLOSED

Shares0 from 433,913

Change-433,913 (-100%)

Value$0 (-$8.6M)

Filed 2025-11-12

Pacer Advisors, Inc.

CLOSED

Shares0 from 388,370

Change-388,370 (-100%)

Value$0 (-$7.7M)

Filed 2025-10-15

Cubist Systematic Strategies, LLC

CLOSED

Shares0 from 386,566

Change-386,566 (-100%)

Value$0 (-$7.7M)

Filed 2025-11-14

Silvercrest Asset Management Group LLC

CLOSED

Shares0 from 357,026

Change-357,026 (-100%)

Value$0 (-$7.1M)

Filed 2025-11-14

Bank of New York Mellon Corp

CLOSED

Shares0 from 341,365

Change-341,365 (-100%)

Value$0 (-$6.8M)

Filed 2025-11-03

LPL Financial LLC

CLOSED

Shares0 from 316,108

Change-316,108 (-100%)

Value$0 (-$6.3M)

Filed 2025-11-12

First Eagle Investment Management, LLC

CLOSED

Shares0 from 308,744

Change-308,744 (-100%)

Value$0 (-$6.1M)

Filed 2025-11-12

Invesco Ltd.

CLOSED

Shares0 from 308,512

Change-308,512 (-100%)

Value$0 (-$6.1M)

Filed 2025-11-13

Bank of Montreal

CLOSED

Shares0 from 302,659

Change-302,659 (-100%)

Value$0 (-$6.0M)

Filed 2025-11-13

Two Sigma Investments, LP

CLOSED

Shares0 from 281,654

Change-281,654 (-100%)

Value$0 (-$5.6M)

Filed 2025-11-14

Principal Financial Group Inc

CLOSED

Shares0 from 261,628

Change-261,628 (-100%)

Value$0 (-$5.2M)

Filed 2025-11-04

Jane Street Group, LLC

CLOSED

Shares0 from 245,013

Change-245,013 (-100%)

Value$0 (-$4.9M)

Filed 2025-11-14

Wells Fargo & Company

CLOSED

Shares0 from 241,202

Change-241,202 (-100%)

Value$0 (-$4.8M)

Filed 2025-11-13

HSBC Holdings PLC

CLOSED

Shares0 from 224,100

Change-224,100 (-100%)

Value$0 (-$4.5M)

Filed 2025-11-13

Goldman Sachs Group Inc

CLOSED

Shares0 from 207,081

Change-207,081 (-100%)

Value$0 (-$4.1M)

Filed 2025-11-14

Trexquant Investment LP

CLOSED

Shares0 from 206,818

Change-206,818 (-100%)

Value$0 (-$4.1M)

Filed 2025-11-14

Two Sigma Advisers, LP

CLOSED

Shares0 from 191,300

Change-191,300 (-100%)

Value$0 (-$3.8M)

Filed 2025-11-14

Bank of America Corp

CLOSED

Shares0 from 186,636

Change-186,636 (-100%)

Value$0 (-$3.7M)

Filed 2026-02-03

UBS Asset Management Americas LLC

CLOSED

Shares0 from 180,505

Change-180,505 (-100%)

Value$0 (-$3.6M)

Filed 2025-11-14

Public Sector Pension Investment Board

CLOSED

Shares0 from 179,843

Change-179,843 (-100%)

Value$0 (-$3.6M)

Filed 2025-11-06

Ameriprise Financial Inc

CLOSED

Shares0 from 171,439

Change-171,439 (-100%)

Value$0 (-$3.4M)

Filed 2025-11-14

Rhumbline Advisers

CLOSED

Shares0 from 166,820

Change-166,820 (-100%)

Value$0 (-$3.3M)

Filed 2025-11-06

State of Wisconsin Investment Board

CLOSED

Shares0 from 165,318

Change-165,318 (-100%)

Value$0 (-$3.3M)

Filed 2025-11-14

Essex Investment Management Co LLC

CLOSED

Shares0 from 162,516

Change-162,516 (-100%)

Value$0 (-$3.2M)

Filed 2025-11-06

Nordea Investment Management AB

CLOSED

Shares0 from 140,498

Change-140,498 (-100%)

Value$0 (-$2.9M)

Filed 2025-10-27

Legal & General Group Plc

CLOSED

Shares0 from 140,365

Change-140,365 (-100%)

Value$0 (-$2.8M)

Filed 2025-11-13

Engineers Gate Manager LP

CLOSED

Shares0 from 139,653

Change-139,653 (-100%)

Value$0 (-$2.8M)

Filed 2025-11-14

LSV Asset Management

CLOSED

Shares0 from 130,100

Change-130,100 (-100%)

Value$0 (-$2.6K)

Filed 2025-11-06

AQR Capital Management LLC

CLOSED

Shares0 from 125,127

Change-125,127 (-100%)

Value$0 (-$2.5M)

Filed 2025-11-14

Natixis

CLOSED

Shares0 from 116,500

Change-116,500 (-100%)

Value$0 (-$2.3M)

Filed 2025-11-14

CastleKnight Management LP

CLOSED

Shares0 from 112,600

Change-112,600 (-100%)

Value$0 (-$2.2M)

Filed 2025-11-14

Needham Investment Management LLC

CLOSED

Shares0 from 105,000

Change-105,000 (-100%)

Value$0 (-$2.1M)

Filed 2025-11-14

Optimize Financial Inc.

CLOSED

Shares0 from 100,393

Change-100,393 (-100%)

Value$0 (-$2.0M)

Filed 2025-11-05

Swiss National Bank

CLOSED

Shares0 from 98,100

Change-98,100 (-100%)

Value$0 (-$1.9M)

Filed 2025-11-13

BNP Paribas Financial Markets

CLOSED

Shares0 from 96,988

Change-96,988 (-100%)

Value$0 (-$1.9M)

Filed 2025-11-13

Jackson Creek Investment Advisors LLC

CLOSED

Shares0 from 90,946

Change-90,946 (-100%)

Value$0 (-$1.8K)

Filed 2025-11-04

Citadel Advisors LLC

CLOSED

Shares0 from 86,023

Change-86,023 (-100%)

Value$0 (-$1.7M)

Filed 2025-11-14

Victory Capital Management Inc

CLOSED

Shares0 from 72,589

Change-72,589 (-100%)

Value$0 (-$1.4M)

Filed 2025-11-12

MacKenzie Financial Corp

CLOSED

Shares0 from 72,579

Change-72,579 (-100%)

Value$0 (-$1.4M)

Filed 2025-11-13

Citigroup Inc

CLOSED

Shares0 from 72,134

Change-72,134 (-100%)

Value$0 (-$1.4M)

Filed 2025-11-10

Campbell & Co Investment Adviser LLC

CLOSED

Shares0 from 68,951

Change-68,951 (-100%)

Value$0 (-$1.4M)

Filed 2025-10-28

Susquehanna International Group, LLP

CLOSED

Shares0 from 67,419

Change-67,419 (-100%)

Value$0 (-$1.3M)

Filed 2025-11-14

Connor, Clark & Lunn Investment Management Ltd.

CLOSED

Shares0 from 60,418

Change-60,418 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-13

Stifel Financial Corp

CLOSED

Shares0 from 57,294

Change-57,294 (-100%)

Value$0 (-$1.1M)

Filed 2025-11-12

Robeco Institutional Asset Management B.V.

CLOSED

Shares0 from 56,631

Change-56,631 (-100%)

Value$0 (-$1.1M)

Filed 2025-10-22

Lazard Asset Management LLC

CLOSED

Shares0 from 52,934

Change-52,934 (-100%)

Value$0 (-$1.0K)

Filed 2025-11-14

Pinnacle Associates LTD

CLOSED

Shares0 from 50,053

Change-50,053 (-100%)

Value$0 (-$991.6K)

Filed 2025-11-13

California State Teachers Retirement System

CLOSED

Shares0 from 48,938

Change-48,938 (-100%)

Value$0 (-$969.5K)

Filed 2025-11-14

Voya Investment Management LLC

CLOSED

Shares0 from 48,724

Change-48,724 (-100%)

Value$0 (-$965.2K)

Filed 2025-10-09

Legato Capital Management LLC

CLOSED

Shares0 from 48,553

Change-48,553 (-100%)

Value$0 (-$961.8K)

Filed 2025-11-12

Dynamic Technology Lab Private Ltd

CLOSED

Shares0 from 47,317

Change-47,317 (-100%)

Value$0 (-$937.0K)

Filed 2025-11-13

Verition Fund Management LLC

CLOSED

Shares0 from 41,280

Change-41,280 (-100%)

Value$0 (-$817.8K)

Filed 2025-11-14

Creative Planning

CLOSED

Shares0 from 40,194

Change-40,194 (-100%)

Value$0 (-$796.2K)

Filed 2025-11-14

Versor Investments LP

CLOSED

Shares0 from 35,523

Change-35,523 (-100%)

Value$0 (-$703.7K)

Filed 2025-11-06

Jain Global LLC

CLOSED

Shares0 from 35,018

Change-35,018 (-100%)

Value$0 (-$693.7K)

Filed 2025-11-14

EntryPoint Capital, LLC

CLOSED

Shares0 from 34,775

Change-34,775 (-100%)

Value$0 (-$688.9K)

Filed 2025-11-13

HRT Financial LP

CLOSED

Shares0 from 32,908

Change-32,908 (-100%)

Value$0 (-$651)

Filed 2025-11-14

State of Alaska, Department of Revenue

CLOSED

Shares0 from 31,383

Change-31,383 (-100%)

Value$0 (-$621)

Filed 2025-10-24

Mirae Asset Global Etfs Holdings Ltd.

CLOSED

Shares0 from 29,229

Change-29,229 (-100%)

Value$0 (-$579.0K)

Filed 2025-11-14

Pathstone Holdings, LLC

CLOSED

Shares0 from 27,794

Change-27,794 (-100%)

Value$0 (-$550.6K)

Filed 2025-11-13

ExodusPoint Capital Management, LP

CLOSED

Shares0 from 27,723

Change-27,723 (-100%)

Value$0 (-$549)

Filed 2025-11-14

Nomura Holdings Inc

CLOSED

Shares0 from 27,332

Change-27,332 (-100%)

Value$0 (-$541.4K)

Filed 2025-11-14

Squarepoint Ops LLC

CLOSED

Shares0 from 26,554

Change-26,554 (-100%)

Value$0 (-$526.0K)

Filed 2025-11-14

Gotham Asset Management, LLC

CLOSED

Shares0 from 26,070

Change-26,070 (-100%)

Value$0 (-$516.4K)

Filed 2025-11-14

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 25,837

Change-25,837 (-100%)

Value$0 (-$511.8K)

Filed 2025-11-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 25,737

Change-25,737 (-100%)

Value$0 (-$509.9K)

Filed 2025-11-14

Timelo Investment Management Inc.

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$495.3K)

Filed 2025-11-13

Illinois Municipal Retirement Fund

CLOSED

Shares0 from 24,913

Change-24,913 (-100%)

Value$0 (-$493.5K)

Filed 2025-11-06

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 24,710

Change-24,710 (-100%)

Value$0 (-$489.5K)

Filed 2025-10-22

Louisiana State Employees Retirement System

CLOSED

Shares0 from 24,600

Change-24,600 (-100%)

Value$0 (-$487.3K)

Filed 2025-10-22

Inspire Investing, LLC

CLOSED

Shares0 from 24,293

Change-24,293 (-100%)

Value$0 (-$481.3K)

Filed 2025-10-15

Ethic Inc.

CLOSED

Shares0 from 23,411

Change-23,411 (-100%)

Value$0 (-$481.8K)

Filed 2025-10-17

Numerai GP LLC

CLOSED

Shares0 from 22,884

Change-22,884 (-100%)

Value$0 (-$453.3K)

Filed 2025-11-14

Truvestments Capital LLC

CLOSED

Shares0 from 21,332

Change-21,332 (-100%)

Value$0 (-$422.6K)

Filed 2025-11-14

GSA Capital Partners LLP

CLOSED

Shares0 from 20,583

Change-20,583 (-100%)

Value$0 (-$408)

Filed 2025-11-07

Quantinno Capital Management LP

CLOSED

Shares0 from 20,204

Change-20,204 (-100%)

Value$0 (-$400.2K)

Filed 2025-11-14

Yousif Capital Management, LLC

CLOSED

Shares0 from 19,577

Change-19,577 (-100%)

Value$0 (-$387.8K)

Filed 2025-10-14

MetLife Investment Management, LLC

CLOSED

Shares0 from 18,743

Change-18,743 (-100%)

Value$0 (-$371.3K)

Filed 2025-11-13

Entropy Technologies, LP

CLOSED

Shares0 from 18,674

Change-18,674 (-100%)

Value$0 (-$369.9K)

Filed 2025-11-13

Teachers Retirement System of the State of Kentucky

CLOSED

Shares0 from 16,224

Change-16,224 (-100%)

Value$0 (-$321)

Filed 2025-11-12

Zurcher Kantonalbank (Zurich Cantonalbank)

CLOSED

Shares0 from 15,671

Change-15,671 (-100%)

Value$0 (-$310.4K)

Filed 2025-11-14

Amalgamated Bank

CLOSED

Shares0 from 15,021

Change-15,021 (-100%)

Value$0 (-$298)

Filed 2025-10-29

Arizona State Retirement System

CLOSED

Shares0 from 14,858

Change-14,858 (-100%)

Value$0 (-$294.3K)

Filed 2025-11-03

Covestor Ltd

CLOSED

Shares0 from 14,846

Change-14,846 (-100%)

Value$0 (-$294)

Filed 2025-10-30

New York State Common Retirement Fund

CLOSED

Shares0 from 14,635

Change-14,635 (-100%)

Value$0 (-$289.9K)

Filed 2025-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 14,422

Change-14,422 (-100%)

Value$0 (-$285.7K)

Filed 2025-10-31

Bailard, Inc.

CLOSED

Shares0 from 13,900

Change-13,900 (-100%)

Value$0 (-$275.4K)

Filed 2025-10-30

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 13,816

Change-13,816 (-100%)

Value$0 (-$274)

Filed 2025-10-22

State Board of Administration of Florida Retirement System

CLOSED

Shares0 from 13,792

Change-13,792 (-100%)

Value$0 (-$273.2K)

Filed 2025-11-14

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

CLOSED

Shares0 from 13,545

Change-13,545 (-100%)

Value$0 (-$268.3K)

Filed 2025-11-12

New York State Teachers Retirement System

CLOSED

Shares0 from 13,162

Change-13,162 (-100%)

Value$0 (-$261)

Filed 2025-10-24

Universal- Beteiligungs- und Servicegesellschaft mbH

CLOSED

Shares0 from 12,665

Change-12,665 (-100%)

Value$0 (-$250.9K)

Filed 2025-10-30

State of Tennessee, Department of Treasury

CLOSED

Shares0 from 12,325

Change-12,325 (-100%)

Value$0 (-$244.2K)

Filed 2025-11-14

Oregon Public Employees Retirement Fund

CLOSED

Shares0 from 12,125

Change-12,125 (-100%)

Value$0 (-$240.2K)

Filed 2025-10-24

Petrus Trust Company, LTA

CLOSED

Shares0 from 12,026

Change-12,026 (-100%)

Value$0 (-$238.2K)

Filed 2025-11-14

ProShare Advisors LLC

CLOSED

Shares0 from 11,897

Change-11,897 (-100%)

Value$0 (-$235.7K)

Filed 2025-11-06

Lido Advisors, LLC

CLOSED

Shares0 from 11,632

Change-11,632 (-100%)

Value$0 (-$230.4K)

Filed 2025-11-14

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 10,855

Change-10,855 (-100%)

Value$0 (-$215)

Filed 2025-11-12

Prudential Financial Inc

CLOSED

Shares0 from 10,816

Change-10,816 (-100%)

Value$0 (-$214.3K)

Filed 2025-11-13

Graham Capital Management, L.P.

CLOSED

Shares0 from 10,499

Change-10,499 (-100%)

Value$0 (-$208.0K)

Filed 2025-11-14

Inspire Advisors, LLC

CLOSED

Shares0 from 10,304

Change-10,304 (-100%)

Value$0 (-$204.1K)

Filed 2025-10-29

Man Group plc

CLOSED

Shares0 from 10,278

Change-10,278 (-100%)

Value$0 (-$203.6K)

Filed 2025-11-14

Tidal Investments LLC

CLOSED

Shares0 from 10,238

Change-10,238 (-100%)

Value$0 (-$202.8K)

Filed 2025-11-14

Gamma Investing LLC

CLOSED

Shares0 from 7,959

Change-7,959 (-100%)

Value$0 (-$157.7K)

Filed 2025-10-02

Shell Asset Management Co

CLOSED

Shares0 from 7,190

Change-7,190 (-100%)

Value$0 (-$142)

Filed 2025-11-07

Aquatic Capital Management LLC

CLOSED

Shares0 from 6,389

Change-6,389 (-100%)

Value$0 (-$126.6K)

Filed 2025-11-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 6,258

Change-6,258 (-100%)

Value$0 (-$124.0K)

Filed 2025-11-14

Ameritas Investment Partners, Inc.

CLOSED

Shares0 from 5,448

Change-5,448 (-100%)

Value$0 (-$107.9K)

Filed 2025-11-10

Canada Pension Plan Investment Board

CLOSED

Shares0 from 3,900

Change-3,900 (-100%)

Value$0 (-$77.3K)

Filed 2025-11-13

Point72 (Difc) Ltd

CLOSED

Shares0 from 3,364

Change-3,364 (-100%)

Value$0 (-$66.6K)

Filed 2025-11-14

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 3,342

Change-3,342 (-100%)

Value$0 (-$66.2K)

Filed 2025-11-07

IFP Advisors, Inc

CLOSED

Shares0 from 2,064

Change-2,064 (-100%)

Value$0 (-$47.2K)

Filed 2026-02-06

Acadian Asset Management LLC

CLOSED

Shares0 from 1,913

Change-1,913 (-100%)

Value$0 (-$37)

Filed 2025-11-13

Raymond James Financial Inc

CLOSED

Shares0 from 1,861

Change-1,861 (-100%)

Value$0 (-$36.9K)

Filed 2025-11-14

Skopos Labs, Inc.

CLOSED

Shares0 from 1,655

Change-1,655 (-100%)

Value$0 (-$32.8K)

Filed 2025-11-14

Crews Bank & Trust

CLOSED

Shares0 from 1,600

Change-1,600 (-100%)

Value$0 (-$31.7K)

Filed 2025-10-22

Allworth Financial LP

CLOSED

Shares0 from 1,267

Change-1,267 (-100%)

Value$0 (-$25.1K)

Filed 2025-12-02

Mitsubishi UFJ Asset Management Co., Ltd.

CLOSED

Shares0 from 1,003

Change-1,003 (-100%)

Value$0 (-$19.9K)

Filed 2025-11-12

Russell Investments Group, Ltd.

CLOSED

Shares0 from 915

Change-915 (-100%)

Value$0 (-$18.1K)

Filed 2025-11-13

Hantz Financial Services, Inc.

CLOSED

Shares0 from 827

Change-827 (-100%)

Value$0 (-$16)

Filed 2025-11-05

Smartleaf Asset Management LLC

CLOSED

Shares0 from 622

Change-622 (-100%)

Value$0 (-$12.8K)

Filed 2025-11-05

Summit Securities Group LLC

CLOSED

Shares0 from 614

Change-614 (-100%)

Value$0 (-$12.2K)

Filed 2025-11-13

US Bancorp \de\

CLOSED

Shares0 from 582

Change-582 (-100%)

Value$0 (-$11.5K)

Filed 2025-11-12

Point72 Asia (Singapore) Pte. Ltd.

CLOSED

Shares0 from 564

Change-564 (-100%)

Value$0 (-$11.2K)

Filed 2025-11-14

Arax Advisory Partners

CLOSED

Shares0 from 441

Change-441 (-100%)

Value$0 (-$8.7K)

Filed 2025-11-14

Farther Finance Advisors, LLC

CLOSED

Shares0 from 430

Change-430 (-100%)

Value$0 (-$8.5K)

Filed 2025-10-14

J.Safra Asset Management Corp

CLOSED

Shares0 from 372

Change-372 (-100%)

Value$0 (-$7.4K)

Filed 2025-10-29

Adirondack Trust Co

CLOSED

Shares0 from 340

Change-340 (-100%)

Value$0 (-$6.7K)

Filed 2025-10-20

Private Trust Co NA

CLOSED

Shares0 from 285

Change-285 (-100%)

Value$0 (-$5.6K)

Filed 2025-10-15

Federated Hermes, Inc.

CLOSED

Shares0 from 206

Change-206 (-100%)

Value$0 (-$4.1K)

Filed 2025-11-03

Hazlett, Burt & Watson, Inc.

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$4)

Filed 2025-11-04

Fifth Third Bancorp

CLOSED

Shares0 from 187

Change-187 (-100%)

Value$0 (-$3.7K)

Filed 2025-11-07

True Wealth Design, LLC

CLOSED

Shares0 from 155

Change-155 (-100%)

Value$0 (-$3.1K)

Filed 2025-10-21

Elequin Capital, LP

CLOSED

Shares0 from 145

Change-145 (-100%)

Value$0 (-$2.9K)

Filed 2025-11-14

Brown Brothers Harriman & Co

CLOSED

Shares0 from 138

Change-138 (-100%)

Value$0 (-$2.7K)

Filed 2025-11-13

UMB Bank, n.a.

CLOSED

Shares0 from 119

Change-119 (-100%)

Value$0 (-$2.4K)

Filed 2025-11-04

HHM Wealth Advisors, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$2.0K)

Filed 2025-10-29

Geneos Wealth Management Inc.

CLOSED

Shares0 from 94

Change-94 (-100%)

Value$0 (-$1.9K)

Filed 2025-10-22

Thurston, Springer, Miller, Herd & Titak, Inc.

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$1.6K)

Filed 2025-10-07

Berthel, Fisher & Company Financial Services, Inc.

CLOSED

Shares0 from 71

Change-71 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-30

Financial Network Wealth Advisors LLC

CLOSED

Shares0 from 63

Change-63 (-100%)

Value$0 (-$1.2K)

Filed 2025-10-27

MassMutual Private Wealth & Trust, FSB

CLOSED

Shares0 from 56

Change-56 (-100%)

Value$0 (-$1.1K)

Filed 2025-10-22

Kilter Group LLC

CLOSED

Shares0 from 42

Change-42 (-100%)

Value$0 (-$833)

Filed 2026-02-06

Jones Financial Companies Lllp

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$844)

Filed 2025-11-04

Larson Financial Group LLC

CLOSED

Shares0 from 40

Change-40 (-100%)

Value$0 (-$792)

Filed 2025-11-14

Avion Wealth

CLOSED

Shares0 from 33

Change-33 (-100%)

Value$0 ($0)

Filed 2025-10-24

Farmers & Merchants Investments Inc

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$634)

Filed 2025-10-17

Huntington National Bank

CLOSED

Shares0 from 32

Change-32 (-100%)

Value$0 (-$634)

Filed 2025-11-12

Rialto Wealth Management, LLC

CLOSED

Shares0 from 29

Change-29 (-100%)

Value$0 (-$575)

Filed 2025-11-07

Annis Gardner Whiting Capital Advisors, LLC

CLOSED

Shares0 from 27

Change-27 (-100%)

Value$0 (-$535)

Filed 2025-11-03

Private Wealth Management Group, LLC

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 (-$496)

Filed 2025-10-17

Parkside Financial Bank & Trust

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$159)

Filed 2025-10-30

Atlantic Trust Group, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$139)

Filed 2025-11-24

Principal Securities, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$139)

Filed 2025-11-12

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
CWA Asset Management Group, LLC	INCREASED	86,703	80,669	+6,034	+7%	$1.6M	$2.3M	+$680.5K	2025-10-22
Pacific Ridge Capital Partners, LLC	UNCHANGED	47,589	47,589	0	0%	$942.7K	$1.3M	+$307.9K	2025-11-12
Verdence Capital Advisors LLC	INCREASED	10,362	10,071	+291	+3%	$199.5K	$236.0K	+$36.5K	2025-10-29
Optivise Advisory Services LLC	NEW	8,786	—	+8,786	—	—	$230.9K	—	2025-10-17
CWM, LLC	INCREASED	5,958	4,111	+1,847	+45%	$81	$157	+$76	2025-10-15
Global Retirement Partners, LLC	INCREASED	5,142	138	+5,004	+3626%	$2.7K	$135.1K	+$132.4K	2025-10-21
Osaic Holdings, Inc.	DECREASED	2,996	3,583	-587	-16%	$70.8K	$59.3K	-$11.5K	2025-11-14
Signaturefd, LLC	INCREASED	1,006	528	+478	+91%	$10.5K	$26.4K	+$16.0K	2025-10-21
WPG Advisers, LLC	UNCHANGED	181	181	0	0%	$3.6K	$4.8K	+$1.2K	2025-10-29
Wealthspire Advisors, LLC	NEW	38	—	+38	—	—	$999	—	2025-11-14
BlackRock, Inc.	CLOSED	0	8,338,341	-8,338,341	-100%	$165.2M	$0	-$165.2M	2025-11-12
Vanguard Group Inc	CLOSED	0	6,566,760	-6,566,760	-100%	$130.1M	$0	-$130.1M	2025-11-07
FMR LLC	CLOSED	0	4,585,231	-4,585,231	-100%	$90.8M	$0	-$90.8M	2025-11-13
Crosslink Capital Inc	CLOSED	0	3,580,777	-3,580,777	-100%	$70.9M	$0	-$70.9M	2025-11-14
State Street Corp	CLOSED	0	2,690,498	-2,690,498	-100%	$53.3M	$0	-$53.3M	2025-11-14
Alliancebernstein L.P.	CLOSED	0	1,288,812	-1,288,812	-100%	$25.5M	$0	-$25.5M	2025-11-14
Paradigm Capital Management Inc	CLOSED	0	1,153,100	-1,153,100	-100%	$22.8M	$0	-$22.8M	2025-11-14
JPMorgan Chase & Co	CLOSED	0	986,633	-986,633	-100%	$19.5M	$0	-$19.5M	2025-11-26
American Century Companies Inc	CLOSED	0	956,715	-956,715	-100%	$19.0M	$0	-$19.0M	2025-11-12
Morgan Stanley	CLOSED	0	942,297	-942,297	-100%	$18.7M	$0	-$18.7M	2026-05-27
Think Investments LP	CLOSED	0	904,587	-904,587	-100%	$17.9M	$0	-$17.9M	2025-11-14
Royce & Associates LP	CLOSED	0	903,173	-903,173	-100%	$17.9M	$0	-$17.9M	2025-11-12
Deutsche Bank Ag\	CLOSED	0	899,646	-899,646	-100%	$17.8M	$0	-$17.8M	2025-11-13
Charles Schwab Investment Management Inc	CLOSED	0	854,097	-854,097	-100%	$16.9M	$0	-$16.9M	2025-11-10
UBS Group AG	CLOSED	0	813,794	-813,794	-100%	$16.1M	$0	-$16.1M	2025-11-13
Barclays PLC	CLOSED	0	718,545	-718,545	-100%	$14.2M	$0	-$14.2M	2026-03-31
Wellington Management Group LLP	CLOSED	0	690,663	-690,663	-100%	$13.7M	$0	-$13.7M	2025-11-14
Northern Trust Corp	CLOSED	0	614,602	-614,602	-100%	$12.2M	$0	-$12.2M	2025-11-14
CSM Advisors, LLC	CLOSED	0	601,512	-601,512	-100%	$11.9K	$0	-$11.9K	2025-11-14
Royal Bank of Canada	CLOSED	0	488,828	-488,828	-100%	$9.7M	$0	-$9.7M	2025-11-14
P.A.W. Capital Corp	CLOSED	0	470,000	-470,000	-100%	$9.3M	$0	-$9.3M	2025-11-12
Clearbridge Investments, LLC	CLOSED	0	467,797	-467,797	-100%	$9.3M	$0	-$9.3M	2025-11-13
Nuveen, LLC	CLOSED	0	433,913	-433,913	-100%	$8.6M	$0	-$8.6M	2025-11-12
Pacer Advisors, Inc.	CLOSED	0	388,370	-388,370	-100%	$7.7M	$0	-$7.7M	2025-10-15
Cubist Systematic Strategies, LLC	CLOSED	0	386,566	-386,566	-100%	$7.7M	$0	-$7.7M	2025-11-14
Silvercrest Asset Management Group LLC	CLOSED	0	357,026	-357,026	-100%	$7.1M	$0	-$7.1M	2025-11-14
Bank of New York Mellon Corp	CLOSED	0	341,365	-341,365	-100%	$6.8M	$0	-$6.8M	2025-11-03
LPL Financial LLC	CLOSED	0	316,108	-316,108	-100%	$6.3M	$0	-$6.3M	2025-11-12
First Eagle Investment Management, LLC	CLOSED	0	308,744	-308,744	-100%	$6.1M	$0	-$6.1M	2025-11-12
Invesco Ltd.	CLOSED	0	308,512	-308,512	-100%	$6.1M	$0	-$6.1M	2025-11-13
Bank of Montreal	CLOSED	0	302,659	-302,659	-100%	$6.0M	$0	-$6.0M	2025-11-13
Two Sigma Investments, LP	CLOSED	0	281,654	-281,654	-100%	$5.6M	$0	-$5.6M	2025-11-14
Principal Financial Group Inc	CLOSED	0	261,628	-261,628	-100%	$5.2M	$0	-$5.2M	2025-11-04
Jane Street Group, LLC	CLOSED	0	245,013	-245,013	-100%	$4.9M	$0	-$4.9M	2025-11-14
Wells Fargo & Company	CLOSED	0	241,202	-241,202	-100%	$4.8M	$0	-$4.8M	2025-11-13
HSBC Holdings PLC	CLOSED	0	224,100	-224,100	-100%	$4.5M	$0	-$4.5M	2025-11-13
Goldman Sachs Group Inc	CLOSED	0	207,081	-207,081	-100%	$4.1M	$0	-$4.1M	2025-11-14
Trexquant Investment LP	CLOSED	0	206,818	-206,818	-100%	$4.1M	$0	-$4.1M	2025-11-14
Two Sigma Advisers, LP	CLOSED	0	191,300	-191,300	-100%	$3.8M	$0	-$3.8M	2025-11-14
Bank of America Corp	CLOSED	0	186,636	-186,636	-100%	$3.7M	$0	-$3.7M	2026-02-03
UBS Asset Management Americas LLC	CLOSED	0	180,505	-180,505	-100%	$3.6M	$0	-$3.6M	2025-11-14
Public Sector Pension Investment Board	CLOSED	0	179,843	-179,843	-100%	$3.6M	$0	-$3.6M	2025-11-06
Ameriprise Financial Inc	CLOSED	0	171,439	-171,439	-100%	$3.4M	$0	-$3.4M	2025-11-14
Rhumbline Advisers	CLOSED	0	166,820	-166,820	-100%	$3.3M	$0	-$3.3M	2025-11-06
State of Wisconsin Investment Board	CLOSED	0	165,318	-165,318	-100%	$3.3M	$0	-$3.3M	2025-11-14
Essex Investment Management Co LLC	CLOSED	0	162,516	-162,516	-100%	$3.2M	$0	-$3.2M	2025-11-06
Nordea Investment Management AB	CLOSED	0	140,498	-140,498	-100%	$2.9M	$0	-$2.9M	2025-10-27
Legal & General Group Plc	CLOSED	0	140,365	-140,365	-100%	$2.8M	$0	-$2.8M	2025-11-13
Engineers Gate Manager LP	CLOSED	0	139,653	-139,653	-100%	$2.8M	$0	-$2.8M	2025-11-14
LSV Asset Management	CLOSED	0	130,100	-130,100	-100%	$2.6K	$0	-$2.6K	2025-11-06
AQR Capital Management LLC	CLOSED	0	125,127	-125,127	-100%	$2.5M	$0	-$2.5M	2025-11-14
Natixis	CLOSED	0	116,500	-116,500	-100%	$2.3M	$0	-$2.3M	2025-11-14
CastleKnight Management LP	CLOSED	0	112,600	-112,600	-100%	$2.2M	$0	-$2.2M	2025-11-14
Needham Investment Management LLC	CLOSED	0	105,000	-105,000	-100%	$2.1M	$0	-$2.1M	2025-11-14
Optimize Financial Inc.	CLOSED	0	100,393	-100,393	-100%	$2.0M	$0	-$2.0M	2025-11-05
Swiss National Bank	CLOSED	0	98,100	-98,100	-100%	$1.9M	$0	-$1.9M	2025-11-13
BNP Paribas Financial Markets	CLOSED	0	96,988	-96,988	-100%	$1.9M	$0	-$1.9M	2025-11-13
Jackson Creek Investment Advisors LLC	CLOSED	0	90,946	-90,946	-100%	$1.8K	$0	-$1.8K	2025-11-04
Citadel Advisors LLC	CLOSED	0	86,023	-86,023	-100%	$1.7M	$0	-$1.7M	2025-11-14
Victory Capital Management Inc	CLOSED	0	72,589	-72,589	-100%	$1.4M	$0	-$1.4M	2025-11-12
MacKenzie Financial Corp	CLOSED	0	72,579	-72,579	-100%	$1.4M	$0	-$1.4M	2025-11-13
Citigroup Inc	CLOSED	0	72,134	-72,134	-100%	$1.4M	$0	-$1.4M	2025-11-10
Campbell & Co Investment Adviser LLC	CLOSED	0	68,951	-68,951	-100%	$1.4M	$0	-$1.4M	2025-10-28
Susquehanna International Group, LLP	CLOSED	0	67,419	-67,419	-100%	$1.3M	$0	-$1.3M	2025-11-14
Connor, Clark & Lunn Investment Management Ltd.	CLOSED	0	60,418	-60,418	-100%	$1.2M	$0	-$1.2M	2025-11-13
Stifel Financial Corp	CLOSED	0	57,294	-57,294	-100%	$1.1M	$0	-$1.1M	2025-11-12
Robeco Institutional Asset Management B.V.	CLOSED	0	56,631	-56,631	-100%	$1.1M	$0	-$1.1M	2025-10-22
Lazard Asset Management LLC	CLOSED	0	52,934	-52,934	-100%	$1.0K	$0	-$1.0K	2025-11-14
Pinnacle Associates LTD	CLOSED	0	50,053	-50,053	-100%	$991.6K	$0	-$991.6K	2025-11-13
California State Teachers Retirement System	CLOSED	0	48,938	-48,938	-100%	$969.5K	$0	-$969.5K	2025-11-14
Voya Investment Management LLC	CLOSED	0	48,724	-48,724	-100%	$965.2K	$0	-$965.2K	2025-10-09
Legato Capital Management LLC	CLOSED	0	48,553	-48,553	-100%	$961.8K	$0	-$961.8K	2025-11-12
Dynamic Technology Lab Private Ltd	CLOSED	0	47,317	-47,317	-100%	$937.0K	$0	-$937.0K	2025-11-13
Verition Fund Management LLC	CLOSED	0	41,280	-41,280	-100%	$817.8K	$0	-$817.8K	2025-11-14
Creative Planning	CLOSED	0	40,194	-40,194	-100%	$796.2K	$0	-$796.2K	2025-11-14
Versor Investments LP	CLOSED	0	35,523	-35,523	-100%	$703.7K	$0	-$703.7K	2025-11-06
Jain Global LLC	CLOSED	0	35,018	-35,018	-100%	$693.7K	$0	-$693.7K	2025-11-14
EntryPoint Capital, LLC	CLOSED	0	34,775	-34,775	-100%	$688.9K	$0	-$688.9K	2025-11-13
HRT Financial LP	CLOSED	0	32,908	-32,908	-100%	$651	$0	-$651	2025-11-14
State of Alaska, Department of Revenue	CLOSED	0	31,383	-31,383	-100%	$621	$0	-$621	2025-10-24
Mirae Asset Global Etfs Holdings Ltd.	CLOSED	0	29,229	-29,229	-100%	$579.0K	$0	-$579.0K	2025-11-14
Pathstone Holdings, LLC	CLOSED	0	27,794	-27,794	-100%	$550.6K	$0	-$550.6K	2025-11-13
ExodusPoint Capital Management, LP	CLOSED	0	27,723	-27,723	-100%	$549	$0	-$549	2025-11-14
Nomura Holdings Inc	CLOSED	0	27,332	-27,332	-100%	$541.4K	$0	-$541.4K	2025-11-14
Squarepoint Ops LLC	CLOSED	0	26,554	-26,554	-100%	$526.0K	$0	-$526.0K	2025-11-14
Gotham Asset Management, LLC	CLOSED	0	26,070	-26,070	-100%	$516.4K	$0	-$516.4K	2025-11-14
Manufacturers Life Insurance Company, the	CLOSED	0	25,837	-25,837	-100%	$511.8K	$0	-$511.8K	2025-11-14
D. E. Shaw & Co., Inc.	CLOSED	0	25,737	-25,737	-100%	$509.9K	$0	-$509.9K	2025-11-14
Timelo Investment Management Inc.	CLOSED	0	25,000	-25,000	-100%	$495.3K	$0	-$495.3K	2025-11-13
Illinois Municipal Retirement Fund	CLOSED	0	24,913	-24,913	-100%	$493.5K	$0	-$493.5K	2025-11-06
Hennion & Walsh Asset Management, Inc.	CLOSED	0	24,710	-24,710	-100%	$489.5K	$0	-$489.5K	2025-10-22
Louisiana State Employees Retirement System	CLOSED	0	24,600	-24,600	-100%	$487.3K	$0	-$487.3K	2025-10-22
Inspire Investing, LLC	CLOSED	0	24,293	-24,293	-100%	$481.3K	$0	-$481.3K	2025-10-15
Ethic Inc.	CLOSED	0	23,411	-23,411	-100%	$481.8K	$0	-$481.8K	2025-10-17
Numerai GP LLC	CLOSED	0	22,884	-22,884	-100%	$453.3K	$0	-$453.3K	2025-11-14
Truvestments Capital LLC	CLOSED	0	21,332	-21,332	-100%	$422.6K	$0	-$422.6K	2025-11-14
GSA Capital Partners LLP	CLOSED	0	20,583	-20,583	-100%	$408	$0	-$408	2025-11-07
Quantinno Capital Management LP	CLOSED	0	20,204	-20,204	-100%	$400.2K	$0	-$400.2K	2025-11-14
Yousif Capital Management, LLC	CLOSED	0	19,577	-19,577	-100%	$387.8K	$0	-$387.8K	2025-10-14
MetLife Investment Management, LLC	CLOSED	0	18,743	-18,743	-100%	$371.3K	$0	-$371.3K	2025-11-13
Entropy Technologies, LP	CLOSED	0	18,674	-18,674	-100%	$369.9K	$0	-$369.9K	2025-11-13
Teachers Retirement System of the State of Kentucky	CLOSED	0	16,224	-16,224	-100%	$321	$0	-$321	2025-11-12
Zurcher Kantonalbank (Zurich Cantonalbank)	CLOSED	0	15,671	-15,671	-100%	$310.4K	$0	-$310.4K	2025-11-14
Amalgamated Bank	CLOSED	0	15,021	-15,021	-100%	$298	$0	-$298	2025-10-29
Arizona State Retirement System	CLOSED	0	14,858	-14,858	-100%	$294.3K	$0	-$294.3K	2025-11-03
Covestor Ltd	CLOSED	0	14,846	-14,846	-100%	$294	$0	-$294	2025-10-30
New York State Common Retirement Fund	CLOSED	0	14,635	-14,635	-100%	$289.9K	$0	-$289.9K	2025-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	14,422	-14,422	-100%	$285.7K	$0	-$285.7K	2025-10-31
Bailard, Inc.	CLOSED	0	13,900	-13,900	-100%	$275.4K	$0	-$275.4K	2025-10-30
Commonwealth Equity Services, LLC	CLOSED	0	13,816	-13,816	-100%	$274	$0	-$274	2025-10-22
State Board of Administration of Florida Retirement System	CLOSED	0	13,792	-13,792	-100%	$273.2K	$0	-$273.2K	2025-11-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	CLOSED	0	13,545	-13,545	-100%	$268.3K	$0	-$268.3K	2025-11-12
New York State Teachers Retirement System	CLOSED	0	13,162	-13,162	-100%	$261	$0	-$261	2025-10-24
Universal- Beteiligungs- und Servicegesellschaft mbH	CLOSED	0	12,665	-12,665	-100%	$250.9K	$0	-$250.9K	2025-10-30
State of Tennessee, Department of Treasury	CLOSED	0	12,325	-12,325	-100%	$244.2K	$0	-$244.2K	2025-11-14
Oregon Public Employees Retirement Fund	CLOSED	0	12,125	-12,125	-100%	$240.2K	$0	-$240.2K	2025-10-24
Petrus Trust Company, LTA	CLOSED	0	12,026	-12,026	-100%	$238.2K	$0	-$238.2K	2025-11-14
ProShare Advisors LLC	CLOSED	0	11,897	-11,897	-100%	$235.7K	$0	-$235.7K	2025-11-06
Lido Advisors, LLC	CLOSED	0	11,632	-11,632	-100%	$230.4K	$0	-$230.4K	2025-11-14
Cambridge Investment Research Advisors, Inc.	CLOSED	0	10,855	-10,855	-100%	$215	$0	-$215	2025-11-12
Prudential Financial Inc	CLOSED	0	10,816	-10,816	-100%	$214.3K	$0	-$214.3K	2025-11-13
Graham Capital Management, L.P.	CLOSED	0	10,499	-10,499	-100%	$208.0K	$0	-$208.0K	2025-11-14
Inspire Advisors, LLC	CLOSED	0	10,304	-10,304	-100%	$204.1K	$0	-$204.1K	2025-10-29
Man Group plc	CLOSED	0	10,278	-10,278	-100%	$203.6K	$0	-$203.6K	2025-11-14
Tidal Investments LLC	CLOSED	0	10,238	-10,238	-100%	$202.8K	$0	-$202.8K	2025-11-14
Gamma Investing LLC	CLOSED	0	7,959	-7,959	-100%	$157.7K	$0	-$157.7K	2025-10-02
Shell Asset Management Co	CLOSED	0	7,190	-7,190	-100%	$142	$0	-$142	2025-11-07
Aquatic Capital Management LLC	CLOSED	0	6,389	-6,389	-100%	$126.6K	$0	-$126.6K	2025-11-14
Tower Research Capital LLC (TRC)	CLOSED	0	6,258	-6,258	-100%	$124.0K	$0	-$124.0K	2025-11-14
Ameritas Investment Partners, Inc.	CLOSED	0	5,448	-5,448	-100%	$107.9K	$0	-$107.9K	2025-11-10
Canada Pension Plan Investment Board	CLOSED	0	3,900	-3,900	-100%	$77.3K	$0	-$77.3K	2025-11-13
Point72 (Difc) Ltd	CLOSED	0	3,364	-3,364	-100%	$66.6K	$0	-$66.6K	2025-11-14
PNC Financial Services Group, Inc.	CLOSED	0	3,342	-3,342	-100%	$66.2K	$0	-$66.2K	2025-11-07
IFP Advisors, Inc	CLOSED	0	2,064	-2,064	-100%	$47.2K	$0	-$47.2K	2026-02-06
Acadian Asset Management LLC	CLOSED	0	1,913	-1,913	-100%	$37	$0	-$37	2025-11-13
Raymond James Financial Inc	CLOSED	0	1,861	-1,861	-100%	$36.9K	$0	-$36.9K	2025-11-14
Skopos Labs, Inc.	CLOSED	0	1,655	-1,655	-100%	$32.8K	$0	-$32.8K	2025-11-14
Crews Bank & Trust	CLOSED	0	1,600	-1,600	-100%	$31.7K	$0	-$31.7K	2025-10-22
Allworth Financial LP	CLOSED	0	1,267	-1,267	-100%	$25.1K	$0	-$25.1K	2025-12-02
Mitsubishi UFJ Asset Management Co., Ltd.	CLOSED	0	1,003	-1,003	-100%	$19.9K	$0	-$19.9K	2025-11-12
Russell Investments Group, Ltd.	CLOSED	0	915	-915	-100%	$18.1K	$0	-$18.1K	2025-11-13
Hantz Financial Services, Inc.	CLOSED	0	827	-827	-100%	$16	$0	-$16	2025-11-05
Smartleaf Asset Management LLC	CLOSED	0	622	-622	-100%	$12.8K	$0	-$12.8K	2025-11-05
Summit Securities Group LLC	CLOSED	0	614	-614	-100%	$12.2K	$0	-$12.2K	2025-11-13
US Bancorp \de\	CLOSED	0	582	-582	-100%	$11.5K	$0	-$11.5K	2025-11-12
Point72 Asia (Singapore) Pte. Ltd.	CLOSED	0	564	-564	-100%	$11.2K	$0	-$11.2K	2025-11-14
Arax Advisory Partners	CLOSED	0	441	-441	-100%	$8.7K	$0	-$8.7K	2025-11-14
Farther Finance Advisors, LLC	CLOSED	0	430	-430	-100%	$8.5K	$0	-$8.5K	2025-10-14
J.Safra Asset Management Corp	CLOSED	0	372	-372	-100%	$7.4K	$0	-$7.4K	2025-10-29
Adirondack Trust Co	CLOSED	0	340	-340	-100%	$6.7K	$0	-$6.7K	2025-10-20
Private Trust Co NA	CLOSED	0	285	-285	-100%	$5.6K	$0	-$5.6K	2025-10-15
Federated Hermes, Inc.	CLOSED	0	206	-206	-100%	$4.1K	$0	-$4.1K	2025-11-03
Hazlett, Burt & Watson, Inc.	CLOSED	0	200	-200	-100%	$4	$0	-$4	2025-11-04
Fifth Third Bancorp	CLOSED	0	187	-187	-100%	$3.7K	$0	-$3.7K	2025-11-07
True Wealth Design, LLC	CLOSED	0	155	-155	-100%	$3.1K	$0	-$3.1K	2025-10-21
Elequin Capital, LP	CLOSED	0	145	-145	-100%	$2.9K	$0	-$2.9K	2025-11-14
Brown Brothers Harriman & Co	CLOSED	0	138	-138	-100%	$2.7K	$0	-$2.7K	2025-11-13
UMB Bank, n.a.	CLOSED	0	119	-119	-100%	$2.4K	$0	-$2.4K	2025-11-04
HHM Wealth Advisors, LLC	CLOSED	0	100	-100	-100%	$2.0K	$0	-$2.0K	2025-10-29
Geneos Wealth Management Inc.	CLOSED	0	94	-94	-100%	$1.9K	$0	-$1.9K	2025-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.	CLOSED	0	80	-80	-100%	$1.6K	$0	-$1.6K	2025-10-07
Berthel, Fisher & Company Financial Services, Inc.	CLOSED	0	71	-71	-100%	$1.4K	$0	-$1.4K	2026-10-30
Financial Network Wealth Advisors LLC	CLOSED	0	63	-63	-100%	$1.2K	$0	-$1.2K	2025-10-27
MassMutual Private Wealth & Trust, FSB	CLOSED	0	56	-56	-100%	$1.1K	$0	-$1.1K	2025-10-22
Kilter Group LLC	CLOSED	0	42	-42	-100%	$833	$0	-$833	2026-02-06
Jones Financial Companies Lllp	CLOSED	0	41	-41	-100%	$844	$0	-$844	2025-11-04
Larson Financial Group LLC	CLOSED	0	40	-40	-100%	$792	$0	-$792	2025-11-14
Avion Wealth	CLOSED	0	33	-33	-100%	$0	$0	$0	2025-10-24
Farmers & Merchants Investments Inc	CLOSED	0	32	-32	-100%	$634	$0	-$634	2025-10-17
Huntington National Bank	CLOSED	0	32	-32	-100%	$634	$0	-$634	2025-11-12
Rialto Wealth Management, LLC	CLOSED	0	29	-29	-100%	$575	$0	-$575	2025-11-07
Annis Gardner Whiting Capital Advisors, LLC	CLOSED	0	27	-27	-100%	$535	$0	-$535	2025-11-03
Private Wealth Management Group, LLC	CLOSED	0	25	-25	-100%	$496	$0	-$496	2025-10-17
Parkside Financial Bank & Trust	CLOSED	0	8	-8	-100%	$159	$0	-$159	2025-10-30
Atlantic Trust Group, LLC	CLOSED	0	7	-7	-100%	$139	$0	-$139	2025-11-24
Principal Securities, Inc.	CLOSED	0	7	-7	-100%	$139	$0	-$139	2025-11-12
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 187 of 187 institutions