Metropolitan Bank Holding Corp. - MCB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 1,209,119 119,412 0.0% 0.0% 1 +188,081 18.42% Q2 2026 Aug 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,022,383 100,970 0.02% 0.02% 2 -180,708 -15.02% Q2 2026 Aug 14, 2026
Patriot Financial Partners GP II, L.P. History Reduced 664,884 65,663 16.78% 16.41% 3 -100,000 -13.07% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 525,415 51,889 0.07% 0.08% 4 -59,218 -10.13% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 512,527 50,617 0.0% 0.0% 5 +10,968 2.19% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 472,599 46,674 0.01% 0.01% 6 +12,808 2.79% Q2 2026 Aug 11, 2026
STATE STREET CORP History Added to 469,133 46,335 0.0% 0.0% 7 +85,577 22.31% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 354,845 35,044 0.02% 0.01% 8 +23,406 7.06% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History Reduced 308,332 30,450 0.0% 0.01% 9 -72,123 -18.96% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 308,061 30,428 0.0% 0.0% 10 +45,573 17.36% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 245,548 24,250 0.01% 0.01% 11 -78,341 -24.19% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 219,861 21,713 0.02% 0.01% 12 +123,242 127.55% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 212,244 20,961 0.37% 0.38% 13 -5,648 -2.59% Q2 2026 Aug 14, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 210,367 20,775 0.83% 0.83% 14 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 195,372 19,294 0.0% 0.0% 15 +1,742 0.9% Q2 2026 Aug 06, 2026
Nuveen, LLC History Added to 193,293 19,089 0.0% 0.0% 16 +43,109 28.7% Q2 2026 Aug 11, 2026
UBS Group AG History Reduced 181,980 17,972 0.0% 0.0% 17 -157,030 -46.32% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Added to 168,591 16,650 0.0% 0.0% 18 +17,936 11.91% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Added to 162,686 16,066 0.01% 0.01% 19 +45,243 38.52% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Added to 158,921 15,695 0.01% 0.01% 20 +66,525 72.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 176,623 14,710 0.0% 0.0% 21 -595 -0.34% Q2 2026 Aug 14, 2026
BANC FUNDS CO LLC History Added to 147,221 14,539 2.4% 2.2% 22 +5,000 3.52% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 128,465 12,687 0.01% 0.01% 23 +4,331 3.49% Q2 2026 Aug 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 124,836 12,328 0.0% 0.0% 24 +23,292 22.94% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 114,491 11,307 0.0% 0.0% 25 +53,504 87.73% Q2 2026 Aug 14, 2026
Ranger Investment Management, L.P. History Added to 109,857 10,849 0.69% 0.63% 26 +5,022 4.79% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 102,955 10,167 0.0% 0.0% 27 +6,905 7.19% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 98,531 9,788 0.0% 0.0% 28 -25,994 -20.87% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 98,070 9,685 0.01% 0.01% 29 -4,195 -4.1% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 93,687 9,252 0.0% 0.0% 30 +7,491 8.69% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 86,213 8,514 0.0% 0.0% 31 +3,454 4.17% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 85,755 8,469 0.03% 0.02% 32 +36,499 74.1% Q2 2026 Aug 06, 2026
Trexquant Investment LP History Added to 84,335 8,328 0.05% 0.04% 33 +20,918 32.98% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Added to 81,373 8,036 0.1% 0.04% 34 +49,103 152.16% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 75,870 7,492 0.0% 0.0% 35 +4,132 5.76% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 74,451 7,352 0.13% 0.11% 36 +8,000 12.04% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 71,487 7,060 0.01% 0.01% 37 -20,710 -22.46% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History Reduced 67,775 6,693 1.21% 2.47% 38 -69,005 -50.45% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 64,517 6,371 0.0% 0.0% 39 -77,096 -54.44% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 63,751 6,296 0.0% 0.0% 40 -4,286 -6.3% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 63,445 6,263 0.01% 0.01% 41 +5,763 9.99% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Added to 54,562 5,388 0.0% 0.0% 42 +405 0.75% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 54,307 5,363 0.01% 0.01% 43 -6,924 -11.31% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History Added to 51,151 5,051 0.03% 0.02% 44 +8,000 18.54% Q2 2026 Aug 14, 2026
SOROS FUND MANAGEMENT LLC History Reduced 50,000 4,938 0.06% 0.07% 45 -25,000 -33.33% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 48,678 4,807 0.0% 0.0% 46 -871 -1.76% Q2 2026 Aug 14, 2026
EJF Capital LP History Reduced 43,477 4,293 2.87% 2.66% 47 -1,773 -3.92% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History Reduced 34,483 3,405 0.01% 0.01% 48 -1 -0.0% Q2 2026 Aug 07, 2026
Knights of Columbus Asset Advisors LLC History Added to 33,391 3,297 0.17% 0.13% 49 +5,094 18.0% Q2 2026 Jul 31, 2026
Sterling Capital Management LLC History Added to 32,034 3,163 0.05% 0.05% 50 +2,138 7.15% Q2 2026 Jul 28, 2026
Harbor Advisors LLC History No change 31,500 3,110 0.39% 0.38% 51 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 31,009 3,062 0.0% 0.0% 52 +5,909 23.54% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 30,372 2,999 0.04% 0.02% 53 +12,689 71.76% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History Added to 30,254 2,987 0.02% 0.01% 54 +17,651 140.05% Q2 2026 Aug 14, 2026
SEIZERT CAPITAL PARTNERS, LLC History New 27,788 2,744 0.11% 55 +27,788 New Q2 2026 Aug 05, 2026
Sippican Capital Advisors History Reduced 27,676 2,733 1.67% 1.59% 56 -150 -0.54% Q2 2026 Jul 22, 2026
XTX Topco Ltd History Added to 26,332 2,600 0.03% 0.02% 57 +14,701 126.39% Q2 2026 Aug 14, 2026
Creative Planning History Added to 25,925 2,560 0.0% 0.0% 58 +6,610 34.22% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 25,869 2,555 0.0% 0.0% 59 +4,786 22.7% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 23,244 2,295 0.0% 0.0% 60 +1,822 8.51% Q2 2026 Aug 04, 2026
JUPITER ASSET MANAGEMENT LTD History No change 22,278 2,200 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 10, 2026
Swiss National Bank History No change 22,000 2,172 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 21,811 2,154 0.05% 0.01% 63 +16,802 335.44% Q2 2026 Aug 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Reduced 21,735 2,146 0.08% 0.09% 64 -1,334 -5.78% Q2 2026 Aug 05, 2026
Point72 Asset Management, L.P. History Reduced 21,270 2,100 0.0% 0.0% 65 -8,850 -29.38% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History Reduced 20,166 1,991 0.03% 0.03% 66 -12,707 -38.65% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 19,782 1,953 0.04% 67 +19,782 New Q2 2026 Jul 13, 2026
LPL Financial LLC History Added to 19,708 1,946 0.0% 0.0% 68 +346 1.79% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 18,518 1,828 0.0% 0.0% 69 +569 3.17% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 18,408 1,817 0.0% 0.0% 70 -168 -0.9% Q2 2026 Aug 13, 2026
SALZHAUER MICHAEL History Added to 17,974 1,775 0.61% 0.7% 71 +81 0.45% Q2 2026 Jul 20, 2026
WELLS FARGO & COMPANY/MN History Added to 17,225 1,701 0.0% 0.0% 72 +6,629 62.56% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 16,326 1,612 0.0% 0.0% 73 +3,436 26.66% Q2 2026 Aug 03, 2026
Vanguard Global Advisers, LLC History No change 15,892 1,569 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 15,226 1,503 0.0% 0.0% 75 +4,497 41.91% Q2 2026 Aug 03, 2026
RHUMBLINE ADVISERS History Added to 15,147 1,495 0.0% 0.0% 76 +2,054 15.69% Q2 2026 Aug 11, 2026
Man Group plc History Added to 14,601 1,441 0.0% 0.0% 77 +12,135 492.09% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History Added to 14,204 1,402 0.23% 0.18% 78 +2,538 21.76% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 13,800 1,362 0.0% 0.0% 79 +1,400 11.29% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 13,591 1,342 0.0% 80 +13,591 New Q2 2026 Aug 14, 2026
Unison Advisors LLC History Added to 13,581 1,341 0.09% 0.09% 81 +29 0.21% Q2 2026 Jul 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 12,400 1,224 0.0% 0.0% 82 -6,960 -35.95% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History Reduced 11,943 1,179 0.05% 0.05% 83 -1,279 -9.67% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 11,783 1,163 0.0% 0.0% 84 +5,307 81.95% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History Added to 11,120 1,098 0.0% 0.0% 85 +2,415 27.74% Q2 2026 Aug 07, 2026
Rafferty Asset Management, LLC History Reduced 10,992 1,085 0.0% 0.0% 86 -1,616 -12.82% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 10,744 1,061 0.0% 0.0% 87 +2,944 37.74% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 10,254 1,012 0.0% 0.0% 88 +862 9.18% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History New 10,160 1,003 0.02% 89 +10,160 New Q2 2026 Aug 14, 2026
Mariner, LLC History Added to 9,994 987 0.0% 0.0% 90 +2,519 33.7% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 9,773 965 0.0% 0.0% 91 +1,174 13.65% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 9,686 956 0.0% 0.0% 92 +1,574 19.4% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 9,490 937 0.06% 0.05% 93 +624 7.04% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History Reduced 9,440 932 0.0% 0.0% 94 -610 -6.07% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 9,427 931 0.0% 0.0% 95 -873 -8.48% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History Reduced 9,404 928 0.01% 0.01% 96 -1 -0.01% Q2 2026 Aug 12, 2026
Centiva Capital, LP History Reduced 9,314 919 0.01% 0.01% 97 -4,388 -32.02% Q2 2026 Aug 13, 2026
Newport Trust Company, LLC History Added to 8,941 882 0.0% 0.0% 98 +175 2.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History Added to 8,384 828 0.07% 0.06% 99 +653 8.45% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History Reduced 8,084 798 0.0% 0.0% 100 -16,970 -67.73% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History New 8,020 792 0.0% 101 +8,020 New Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 7,970 787 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
SANTA MONICA PARTNERS LP History No change 7,811 771 0.42% 0.36% 103 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History Reduced 7,712 761 0.01% 0.01% 104 -446 -5.47% Q2 2026 Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 7,128 703 0.0% 0.0% 105 +2,700 60.98% Q2 2026 Aug 14, 2026
Smith Group Asset Management, LLC History New 7,060 697 0.03% 106 +7,060 New Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History Added to 7,035 695 0.0% 0.0% 107 +1,585 29.08% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History Added to 6,514 643 0.0% 0.0% 108 +1,082 19.92% Q2 2026 Aug 13, 2026
Kings Path Partners LLC History No change 6,460 637 0.17% 0.18% 109 0 0.0% Q2 2026 Jul 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 6,056 598 0.0% 0.0% 110 +30 0.5% Q2 2026 Aug 14, 2026
Jain Global LLC History New 5,613 554 0.0% 111 +5,613 New Q2 2026 Aug 14, 2026
Diversified Trust Co History Added to 5,441 537 0.01% 0.0% 112 +2,761 103.02% Q2 2026 Jul 17, 2026
Jupiter Topco LLC History New 5,287 522 0.0% 113 +5,287 New Q2 2026 Aug 14, 2026
DRW Securities, LLC History Added to 5,215 515 0.01% 0.0% 114 +1,542 41.98% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 5,139 507 0.0% 0.0% 115 +977 23.47% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 4,868 480 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 04, 2026
Quadrature Capital Ltd History Reduced 4,823 476 0.0% 0.01% 117 -928 -16.14% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 4,745 468 0.02% 0.02% 118 0 0.0% Q2 2026 Jul 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 4,733 467 0.0% 0.0% 119 +2,095 79.42% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 4,686 462 0.0% 0.0% 120 +1,100 30.67% Q2 2026 Jul 29, 2026
MARSHALL WACE, LLP History Reduced 4,509 445 0.0% 0.0% 121 -2,071 -31.47% Q2 2026 Aug 13, 2026
JANUS HENDERSON GROUP PLC History No change 5,287 440 0.0% 0.0% 122 0 0.0% Q1 2026 May 18, 2026
EntryPoint Capital, LLC History No change 4,418 436 0.11% 0.11% 123 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History No change 4,064 401 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 4,000 395 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 3,663 361 0.0% 0.0% 126 +2,052 127.37% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History New 3,357 331 0.0% 127 +3,357 New Q2 2026 Jul 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 3,314 327 0.0% 0.0% 128 +258 8.44% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History Added to 3,292 325 0.0% 0.0% 130 +853 34.97% Q2 2026 Jul 23, 2026
KLP KAPITALFORVALTNING AS History No change 3,300 325 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,205 316 0.0% 0.0% 131 -296 -8.45% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 3,163 311 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 3,109 307 0.0% 133 +3,109 New Q2 2026 Aug 19, 2026
Brooklyn Investment Group History No change 3,656 304 0.01% 0.01% 134 0 0.0% Q1 2026 Apr 29, 2026
FIRST TRUST ADVISORS LP History Reduced 3,014 297 0.0% 0.0% 135 -2,247 -42.71% Q2 2026 Aug 11, 2026
Arizona State Retirement System History Added to 2,992 295 0.0% 0.0% 136 +584 24.25% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History Reduced 2,937 290 0.0% 0.0% 137 -25 -0.84% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 2,967 289 0.0% 138 +2,967 New Q2 2026 Jul 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,832 279 0.0% 139 +2,832 New Q2 2026 Sep 09, 2026
Systematic Alpha Investments, LLC History No change 2,700 266 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 2,683 264 0.0% 142 +2,683 New Q2 2026 Aug 12, 2026
R Squared Ltd History Reduced 2,674 264 0.14% 0.14% 141 -460 -14.68% Q2 2026 Aug 05, 2026
Vanguard Investments Australia, Ltd. History No change 2,663 262 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History Reduced 2,631 259 0.0% 0.0% 144 -2,957 -52.92% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History New 2,343 231 0.0% 145 +2,343 New Q2 2026 Aug 05, 2026
Pictet Asset Management Holding SA History New 2,328 229 0.0% 146 +2,328 New Q2 2026 Jul 30, 2026
Cetera Investment Advisers History New 2,318 228 0.0% 147 +2,318 New Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History Reduced 2,300 227 0.0% 0.0% 148 -23,962 -91.24% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 2,188 216 0.0% 149 +2,188 New Q2 2026 Aug 12, 2026
Balboa Wealth Partners History New 2,169 214 0.03% 150 +2,169 New Q2 2026 Aug 10, 2026
Savant Capital, LLC History New 2,326 211 0.0% 151 +2,326 New Q2 2026 Aug 10, 2026
Cerity Partners LLC History New 2,139 211 0.0% 152 +2,139 New Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 2,094 206 0.0% 153 +2,094 New Q2 2026 Aug 06, 2026
OXFORD ASSET MANAGEMENT LLP History New 2,055 202 0.1% 154 +2,055 New Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Added to 1,737 171 0.01% 155 +1,734 57800.0% Q2 2026 Jul 24, 2026
CWM, LLC History No change 1,785 148 0.0% 0.0% 156 0 0.0% Q1 2026 May 14, 2026
Avalon Trust Co History No change 1,500 148 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History Added to 1,013 100 0.0% 0.0% 158 +247 32.25% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 879 86 0.0% 0.0% 159 +115 15.05% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 842 83 0.0% 0.0% 160 +771 1085.92% Q2 2026 Aug 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 808 80 0.0% 161 +808 New Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History Reduced 529 52 0.0% 0.0% 162 -590 -52.73% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 423 41 0.0% 0.0% 163 +35 9.02% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History Reduced 347 34 0.0% 0.0% 164 -940 -73.04% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 340 33 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 10, 2026
EMERALD ADVISERS, LLC History No change 299 29 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 288 28 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History Added to 243 24 0.0% 0.0% 168 +63 35.0% Q2 2026 Jul 17, 2026
Allworth Financial LP History Added to 227 22 0.0% 0.0% 169 +165 266.13% Q2 2026 Aug 11, 2026
Kilter Group LLC History New 206 20 0.01% 170 +206 New Q2 2026 Aug 11, 2026
Nykredit A/S History New 162 15 0.0% 172 +162 New Q2 2026 Sep 08, 2026
Arax Advisory Partners History Added to 155 15 0.0% 0.0% 171 +139 868.75% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 129 13 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History No change 140 13 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 02, 2026
Caitong International Asset Management Co., Ltd History Reduced 129 12 0.0% 0.0% 176 -85 -39.72% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History Added to 123 12 0.0% 0.0% 175 +38 44.71% Q2 2026 Jul 20, 2026
Optiver Holding B.V. History New 102 10 0.0% 177 +102 New Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History New 100 9 0.0% 178 +100 New Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 72 7 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 78 7 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 66 6 0.0% 0.0% 181 +37 127.59% Q2 2026 Aug 06, 2026
FEDERATED HERMES, INC. History Added to 52 5 0.0% 0.0% 184 +32 160.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 52 5 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 60 5 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History New 48 4 0.0% 185 +48 New Q2 2026 Jul 22, 2026
Essential Partners LLC History New 31 3 0.0% 191 +31 New Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 39 3 0.0% 0.0% 187 +5 14.71% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 30 3 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 31 3 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 38 3 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 31 3 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 27 2 0.0% 193 +27 New Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Reduced 29 2 0.0% 0.0% 192 -8 -21.62% Q2 2026 Aug 14, 2026
Covestor Ltd History Reduced 7 1 0.0% 0.0% 194 -88 -92.63% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History New 19 1 0.0% 195 +19 New Q2 2026 Aug 06, 2026
Fourthstone LLC History Closed out 0 0 1.77% -125,601 -100.0% Q2 2026 Aug 14, 2026
Stieven Capital Advisors, L.P. History Closed out 0 0 1.33% -75,000 -100.0% Q2 2026 Aug 14, 2026
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 0.22% -40,000 -100.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.01% -13,470 -100.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History Closed out 0 0 0.01% -9,570 -100.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.02% -6,455 -100.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History Closed out 0 0 0.0% -5,970 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -5,613 -100.0% Q2 2026 Aug 14, 2026
Covalis Capital LLP History Closed out 0 0 0.03% -5,000 -100.0% Q2 2026 Aug 13, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -4,480 -100.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.01% -4,254 -100.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.02% -3,293 -100.0% Q2 2026 Aug 14, 2026
Daytona Street Capital LLC History Closed out 0 0 0.06% -2,611 -100.0% Q2 2026 Aug 03, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.04% -2,033 -100.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -434 -100.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -178 -100.0% Q2 2026 Jul 27, 2026
EASTERN BANK History Closed out 0 0 0.0% -164 -100.0% Q2 2026 Jul 01, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -137 -100.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History Closed out 0 0 0.0% -119 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 0.0% -50 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -32 -100.0% Q2 2026 Jul 29, 2026
Wealth Enhancement Trust Services, Inc. History New 9 0 +9 New Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History New 6 0 +6 New Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History New 5 0 +5 New Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History New 3 0 +3 New Q2 2026 Aug 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -3 -100.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q2 2026 Jul 20, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 10 0 0 0.0% Q2 2026 Sep 04, 2026
Stone House Investment Management, LLC History No change 4 0 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 4 0 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 3 0 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 2 0 0 0.0% Q2 2026 Jul 21, 2026
JPL Wealth Management, LLC History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026