MITEK SYSTEMS INC - MITK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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 No change 3,539,271 71,245 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 2,685,818 54,065 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,118,160 42,640 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,069,885 41,666 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,935,751 38,966 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,780,147 35,834 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,629,933 32,810 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,733,449 29,553 0.01% 0.01% 8 -26,559 -1.51% Q3 2026 Nov 04, 2026
Impax Asset Management Group plc History No change 1,358,524 27,347 0.18% 0.18% 9 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,182,008 23,793 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,170,994 23,578 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 1,137,006 22,887 0.54% 0.54% 12 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,127,480 22,696 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
JANE STREET GROUP, LLC History No change 1,000,325 20,136 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 966,513 19,455 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 854,482 17,200 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
G2 Investment Partners Management LLC History No change 621,016 12,501 2.28% 2.28% 17 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 564,307 11,359 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 537,558 10,821 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 504,395 10,153 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 501,100 10,087 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 12, 2026
CSM Advisors, LLC History No change 479,697 9,657 0.21% 0.21% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 462,922 9,318 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 400,900 8,070 0.18% 0.18% 24 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 380,623 7,661 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
CONGRUENCE CAPITAL, LLC History No change 360,635 7,259 1.9% 1.9% 26 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 356,085 7,167 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 332,413 6,691 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 321,392 6,469 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Skylands Capital, LLC History Reduced 324,600 5,534 0.73% 0.93% 30 -50,700 -13.51% Q3 2026 Oct 21, 2026
Bank of New York Mellon Corp History No change 264,393 5,322 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 06, 2026
Graham Capital Management, L.P. History No change 261,017 5,254 0.1% 0.1% 32 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 249,418 5,021 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 07, 2026
Sargent Investment Group, LLC History No change 224,165 4,512 0.54% 0.54% 34 0 0.0% Q2 2026 Aug 11, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 255,853 4,362 0.65% 0.7% 35 -8,060 -3.05% Q3 2026 Oct 19, 2026
DekaBank Deutsche Girozentrale History New 259,760 4,309 0.0% — 36 +259,760 New Q3 2026 Oct 27, 2026
MARSHALL WACE, LLP History No change 200,501 4,036 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 192,323 3,767 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 170,535 3,340 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 159,785 3,216 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 155,503 3,130 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History New 180,948 3,085 0.13% — 42 +180,948 New Q3 2026 Oct 22, 2026
Kovack Advisors, Inc. History No change 148,680 2,994 0.14% 0.14% 43 0 0.0% Q2 2026 Jul 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 142,938 2,877 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 141,883 2,856 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 141,405 2,846 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 140,177 2,821 0.18% 0.18% 47 0 0.0% Q2 2026 Jul 31, 2026
Squarepoint Ops LLC History No change 137,963 2,777 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 158,029 2,694 0.0% 0.0% 49 +65,041 69.95% Q3 2026 Nov 02, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 131,300 2,643 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 10, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 128,245 2,581 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History Added to 146,515 2,498 0.13% 0.16% 52 +2,420 1.68% Q3 2026 Oct 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 123,200 2,480 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
WHITE PINE CAPITAL LLC History No change 119,933 2,414 0.57% 0.57% 54 0 0.0% Q2 2026 Aug 05, 2026
CREDIT AGRICOLE S A History No change 115,000 2,314 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 114,791 2,310 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 114,772 2,310 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN CENTURY COMPANIES INC History No change 113,392 2,282 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Anson Funds Management LP History No change 113,030 2,275 0.14% 0.14% 59 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 110,215 2,218 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 107,394 2,161 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 121,025 2,063 0.0% 0.0% 62 +20,973 20.96% Q3 2026 Nov 02, 2026
Legato Capital Management LLC History No change 99,426 2,001 0.17% 0.17% 63 0 0.0% Q2 2026 Aug 06, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 95,000 1,912 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 14, 2026
Topline Capital Management, LLC History No change 93,985 1,891 0.49% 0.49% 65 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 85,010 1,711 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Teton Advisors, LLC History No change 85,000 1,711 0.99% 0.99% 67 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 83,600 1,683 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 81,969 1,650 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Clayton Partners LLC History No change 75,000 1,509 0.99% 0.99% 70 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 83,808 1,428 0.0% 0.0% 71 -128,295 -60.49% Q3 2026 Nov 04, 2026
Informed Momentum Co LLC History No change 70,111 1,411 0.13% 0.13% 72 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 66,374 1,336 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History Added to 77,978 1,329 0.04% 0.02% 75 +46,181 145.24% Q3 2026 Oct 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 66,149 1,329 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 75,663 1,290 0.0% 0.0% 76 -15,128 -16.66% Q3 2026 Nov 02, 2026
Archon Capital Management LLC History No change 59,134 1,190 0.48% 0.48% 77 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 57,468 1,156 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 56,008 1,127 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 50,000 1,006 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 58,200 992 0.0% 0.0% 81 +14,600 33.49% Q3 2026 Oct 30, 2026
LPL Financial LLC History No change 46,770 941 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
Ellsworth Advisors, LLC History New 52,328 892 0.14% — 83 +52,328 New Q3 2026 Oct 15, 2026
Numerai GP LLC History No change 44,237 890 0.07% 0.07% 84 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 43,827 882 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 43,343 872 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 43,286 871 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 42,696 859 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History No change 40,452 814 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 03, 2026
STIFEL FINANCIAL CORP History No change 39,910 803 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 12, 2026
Perennial Investment Advisors, LLC History No change 39,320 791 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 37,070 746 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 35,869 722 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 35,504 714 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History No change 34,269 689 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 33,765 679 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 33,177 667 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 27, 2026
GLOBEFLEX CAPITAL L P History No change 31,902 642 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 29,813 600 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 29,213 588 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 33,595 572 0.01% — 101 +33,595 New Q3 2026 Oct 27, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 28,009 563 0.09% 0.09% 102 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 41,500 560 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 27,300 549 0.02% 0.02% 104 0 0.0% Q2 2026 Jul 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 27,084 545 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
DELPHI MANAGEMENT INC /MA/ History No change 26,820 540 0.53% 0.53% 106 0 0.0% Q2 2026 Jul 31, 2026
BAILARD, INC. History No change 29,900 509 0.01% 0.01% 107 0 0.0% Q3 2026 Oct 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 21,869 440 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 19, 2026
Mariner, LLC History No change 21,722 437 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 21,414 431 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 20,678 416 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
EntryPoint Capital, LLC History No change 19,900 400 0.1% 0.1% 112 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 19,428 391 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 17,691 356 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 20,707 353 0.02% 0.02% 115 -1,407 -6.36% Q3 2026 Oct 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 16,425 330 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,698 319 0.0% 0.0% 118 +695 3.86% Q3 2026 Oct 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,867 319 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History No change 14,965 301 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 14,258 287 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,203 285 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 13,682 275 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 13,275 266 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History Added to 15,247 259 0.0% 0.0% 124 +422 2.85% Q3 2026 Oct 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 12,079 243 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,845 238 0.0% 0.0% 126 0 0.0% Q2 2026 Sep 09, 2026
Moran Wealth Management, LLC History New 13,533 230 0.01% — 128 +13,533 New Q3 2026 Oct 22, 2026
GROUP ONE TRADING LLC History No change 11,447 230 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History Added to 13,263 226 0.04% 0.05% 129 +33 0.25% Q3 2026 Oct 19, 2026
State of Wyoming History Reduced 13,187 224 0.02% 0.07% 130 -23,500 -64.06% Q3 2026 Oct 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,042 202 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History Reduced 11,725 200 0.01% 0.01% 132 -1,675 -12.5% Q3 2026 Oct 22, 2026
Advyzon Investment Management, LLC History No change 9,908 199 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 11,348 193 0.0% 0.0% 134 -46 -0.4% Q3 2026 Nov 02, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 11,338 193 0.06% 0.07% 135 0 0.0% Q3 2026 Oct 20, 2026
Aquatic Capital Management LLC History No change 9,517 191 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 8,339 167 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,028 161 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 7,433 149 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Added to 8,744 148 0.0% 0.0% 140 +669 8.28% Q3 2026 Oct 15, 2026
Arax Advisory Partners History No change 6,575 132 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
Uniplan Investment Counsel, Inc. History No change 5,738 115 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History No change 5,174 104 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 5,128 103 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 4,100 82 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
Erste Asset Management GmbH History No change 6,130 78 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History New 3,137 53 0.0% — 147 +3,137 New Q3 2026 Nov 04, 2026
Tower Research Capital LLC (TRC) History No change 1,859 37 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
Sterling Capital Management LLC History Added to 1,503 25 0.0% 0.0% 149 +1,295 622.6% Q3 2026 Oct 22, 2026
Rockefeller Capital Management L.P. History No change 1,100 22 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 1,227 20 0.0% 0.0% 152 +23 1.91% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,000 20 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 964 19 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,061 18 0.0% 0.0% 154 +698 192.29% Q3 2026 Oct 22, 2026
Basecamp Wealth Advisors LLC History No change 909 18 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 849 17 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 970 16 0.0% 0.0% 157 +561 137.16% Q3 2026 Oct 08, 2026
SUMMIT SECURITIES GROUP LLC History New 937 15 0.0% — 159 +937 New Q3 2026 Nov 05, 2026
ADIRONDACK TRUST CO History No change 900 15 0.0% 0.01% 158 0 0.0% Q3 2026 Oct 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 789 13 0.0% 0.0% 160 0 0.0% Q3 2026 Oct 20, 2026
Lynrock Lake LP History No change 666 13 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 622 12 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 24, 2026
Markowski Investments History Added to 635 10 0.0% 0.0% 165 +178 38.95% Q3 2026 Oct 30, 2026
IFP Advisors, Inc History Added to 611 10 0.0% 0.0% 163 +1 0.16% Q3 2026 Oct 16, 2026
BAYBAN History No change 500 10 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 30, 2026
SJS Investment Consulting Inc. History Added to 582 9 0.0% — 169 +572 5720.0% Q3 2026 Oct 26, 2026
US BANCORP \DE\ History No change 485 9 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 482 9 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History No change 585 9 0.0% 0.0% 168 0 0.0% Q3 2026 Oct 01, 2026
Covestor Ltd History Reduced 452 8 0.01% 0.01% 171 -196 -30.25% Q3 2026 Oct 30, 2026
FIFTH THIRD BANCORP History No change 404 8 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History New 444 7 0.0% — 172 +444 New Q3 2026 Oct 23, 2026
Caitong International Asset Management Co., Ltd History Added to 359 6 0.0% — 175 +321 844.74% Q3 2026 Oct 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 328 6 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History No change 361 6 0.0% 0.0% 174 0 0.0% Q3 2026 Nov 04, 2026
Essential Partners LLC History Reduced 312 5 0.0% 0.0% 178 -7 -2.19% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Reduced 298 5 0.0% 0.0% 177 -3 -1.0% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 262 5 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 218 4 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 12, 2026
Richardson Capital Management LLC History New 200 3 0.0% — 181 +200 New Q3 2026 Oct 23, 2026
SBI Securities Co., Ltd. History Added to 214 3 0.0% 0.0% 180 +163 319.61% Q3 2026 Oct 21, 2026
Root Financial Partners, LLC History New 137 2 0.0% — 189 +137 New Q3 2026 Oct 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 100 2 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
VISION FINANCIAL MARKETS LLC History No change 150 2 0.0% 0.0% 183 0 0.0% Q3 2026 Oct 22, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 143 2 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 142 2 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 27, 2026
Core Capital Management & Research, inc. History No change 147 2 0.0% 0.0% 186 0 0.0% Q2 2026 Sep 09, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 100 2 0.0% 0.0% 187 0 0.0% Q2 2026 Nov 03, 2026
True Wealth Design, LLC History No change 173 2 0.0% 0.0% 188 0 0.0% Q3 2026 Oct 13, 2026
Ascentis Independent Advisors History New 80 1 0.0% — 194 +80 New Q3 2026 Nov 03, 2026
Hughes Financial Services, LLC History New 60 1 0.0% — 195 +60 New Q3 2026 Oct 30, 2026
Parkside Financial Bank & Trust History No change 60 1 0.0% 0.0% 190 0 0.0% Q3 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 56 1 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 77 1 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 63 1 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -36,118 -100.0% Q3 2026 Nov 02, 2026
NKCFO LLC History Closed out 0 0 — 0.12% — -20,000 -100.0% Q3 2026 Nov 04, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -18,658 -100.0% Q3 2026 Oct 16, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -800 -100.0% Q3 2026 Oct 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -165 -100.0% Q3 2026 Nov 02, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 — 0.0% — -117 -100.0% Q3 2026 Oct 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History New 57 0 — — — +57 New Q3 2026 Oct 29, 2026
Provenance Wealth Advisors, LLC History New 45 0 — — — +45 New Q3 2026 Oct 30, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 — — — -20 -100.0% Q3 2026 Oct 22, 2026
Monetary Solutions, Ltd History New 6 0 — — — +6 New Q3 2026 Oct 22, 2026
Clearstead Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 48 0 — — — 0 0.0% Q3 2026 Oct 09, 2026