IA · Company research

Innovative Solutions & Support (IA): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableTechnology

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
XTX Topco Ltd1828301Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)764401375920———Aug 14, 2026SEC_13F_DATASET
RITHOLTZ WEALTH MANAGEMENT1698218Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14421259578———Aug 10, 2026SEC_13F_DATASET
Allspring Global Investments Holdings, LLC1890906Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)54090973620———Aug 13, 2026SEC_13F_DATASET
PNC Financial Services Group, Inc.713676Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)240043200———Aug 7, 2026SEC_13F_DATASET
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1423442Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)17801320418———Aug 13, 2026SEC_13F_DATASET
Global Retirement Partners, LLC1749744Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1172106———Aug 6, 2026SEC_13F_DATASET
Tower Research Capital LLC (TRC)1533421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)131823724———Aug 11, 2026SEC_13F_DATASET
Pekin Hardy Strauss, Inc.1020317Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)792001425600———Jul 30, 2026SEC_13F_DATASET
PRICE T ROWE ASSOCIATES INC /MD/80255Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12162219———Aug 14, 2026SEC_13F_DATASET
AMERICAN CENTURY COMPANIES INC748054Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1094931970874———Aug 12, 2026SEC_13F_DATASET
GROUP ONE TRADING LLC932540Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)9000162000———Aug 14, 2026SEC_13F_DATASET
MetLife Investment Management, LLC1529735Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8921160578———Aug 14, 2026SEC_13F_DATASET
Wharton Business Group, LLC1513126Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19395349110———Aug 10, 2026SEC_13F_DATASET
Roubaix Capital, LLC1769700Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2645094761162———Aug 10, 2026SEC_13F_DATASET
Allworth Financial LP1555170Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1142052———Aug 11, 2026SEC_13F_DATASET
CREDIT AGRICOLE S A1191672Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)700001260000———Aug 14, 2026SEC_13F_DATASET
NEW YORK STATE COMMON RETIREMENT FUND810265Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5900106200———Jul 29, 2026SEC_13F_DATASET
J.W. COLE ADVISORS, INC.1404763Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20620371160———Jul 21, 2026SEC_13F_DATASET
SIGNATUREFD, LLC1456048Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2314158———Jul 24, 2026SEC_13F_DATASET
DIMENSIONAL FUND ADVISORS LP354204Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3816296869322———Aug 11, 2026SEC_13F_DATASET
Covestor Ltd1909846Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)55810———Aug 7, 2026SEC_13F_DATASET
Triumph Capital Management1730765Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)77513950———Jul 21, 2026SEC_13F_DATASET
Parallel Advisors, LLC1690010Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1482664———Aug 5, 2026SEC_13F_DATASET
BOOTHBAY FUND MANAGEMENT, LLC1549230Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19275346950———Aug 14, 2026SEC_13F_DATASET
FIFTH THIRD BANCORP35527Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)961727———Aug 5, 2026SEC_13F_DATASET
State of Wyoming1821626Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8855159390———Aug 6, 2026SEC_13F_DATASET
MERCER GLOBAL ADVISORS INC /ADV853758Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8993161874———Aug 11, 2026SEC_13F_DATASET
Man Group plc1637460Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1421002557800———Aug 14, 2026SEC_13F_DATASET
ISTHMUS PARTNERS, LLC1639666Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1669913005838———Jul 20, 2026SEC_13F_DATASET
UBS Group AG1610520Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1088871959966———Aug 13, 2026SEC_13F_DATASET
Bank of New York Mellon Corp1390777Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)817691471842———Aug 6, 2026SEC_13F_DATASET
Grantham, Mayo, Van Otterloo & Co. LLC1352662Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19693354474———Aug 13, 2026SEC_13F_DATASET
FMR LLC315066Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)65611808———Aug 13, 2026SEC_13F_DATASET
JANE STREET GROUP, LLC1595888Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)670621207116———Aug 14, 2026SEC_13F_DATASET
ALGERT GLOBAL LLC1275218Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1215912188638———Aug 13, 2026SEC_13F_DATASET
SUSQUEHANNA INTERNATIONAL GROUP, LLP1446194Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1311002359800———Aug 14, 2026SEC_13F_DATASET
CITIGROUP INC831001Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6670120060———Aug 3, 2026SEC_13F_DATASET
MILLENNIUM MANAGEMENT LLC1273087Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)49729895122———Aug 14, 2026SEC_13F_DATASET
GREAT VALLEY ADVISOR GROUP, INC.1769897Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21421385578———Aug 10, 2026SEC_13F_DATASET
VANGUARD FIDUCIARY TRUST CO933478Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)937611687698———Aug 13, 2026SEC_13F_DATASET
Brevan Howard Capital Management LP1512857Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14797266346———Aug 14, 2026SEC_13F_DATASET
VANGUARD CAPITAL MANAGEMENT LLC2100119Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)62942511329650———Aug 13, 2026SEC_13F_DATASET
TUDOR INVESTMENT CORP ET AL923093Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)797261435068———Aug 14, 2026SEC_13F_DATASET
BANK OF AMERICA CORP /DE/70858Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11923214614———Aug 14, 2026SEC_13F_DATASET
ALLIANCEBERNSTEIN L.P.1109448Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10980197640———Aug 14, 2026SEC_13F_DATASET
CHARLES SCHWAB INVESTMENT MANAGEMENT INC884546Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)42889772002———Aug 14, 2026SEC_13F_DATASET
Caitong International Asset Management Co., Ltd1963355Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)84115138———Aug 5, 2026SEC_13F_DATASET
JAMES INVESTMENT RESEARCH, INC.810384Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20400367200———Jul 24, 2026SEC_13F_DATASET
Ameritas Investment Partners, Inc.1055980Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)134524210———Aug 13, 2026SEC_13F_DATASET
Invesco Ltd.914208Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11318203724———Aug 14, 2026SEC_13F_DATASET
JPMORGAN CHASE & CO19617Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6144110961———Aug 12, 2026SEC_13F_DATASET
Empowered Funds, LLC1592828Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11095199710———Aug 17, 2026SEC_13F_DATASET
NORTHERN TRUST CORP73124Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)232841904———Aug 13, 2026SEC_13F_DATASET
BlackRock, Inc.2012383Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)56163510109430———Aug 7, 2026SEC_13F_DATASET
WELLS FARGO & COMPANY/MN72971Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13516243288———Aug 14, 2026SEC_13F_DATASET
JONES FINANCIAL COMPANIES LLLP815917Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)274049019———Aug 14, 2026SEC_13F_DATASET
Inspire Investing, LLC1670139Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)37988683784———Aug 12, 2026SEC_13F_DATASET
OSAIC HOLDINGS, INC.1677044Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7870141660———Aug 14, 2026SEC_13F_DATASET
Point72 Asset Management, L.P.1603466Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)37000666000———Aug 14, 2026SEC_13F_DATASET
KENNEDY CAPITAL MANAGEMENT LLC884589Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)784841412712———Aug 14, 2026SEC_13F_DATASET
Integrated Wealth Concepts LLC1737109Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)75013500———Aug 12, 2026SEC_13F_DATASET
WealthTrust Axiom LLC1425949Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2202683964829———Aug 11, 2026SEC_13F_DATASET
PANAGORA ASSET MANAGEMENT INC883677Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21143380574———Aug 6, 2026SEC_13F_DATASET
Quantbot Technologies LP1512991Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)36018648324———Aug 12, 2026SEC_13F_DATASET
SBI Securities Co., Ltd.1851815Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1182124———Jul 23, 2026SEC_13F_DATASET
Russell Investments Group, Ltd.1692234Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)41316743688———Aug 6, 2026SEC_13F_DATASET
Qube Research & Technologies Ltd1729829Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2614174705506———Aug 14, 2026SEC_13F_DATASET
HighTower Advisors, LLC1462245Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)25967467403———Aug 5, 2026SEC_13F_DATASET
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1238990Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)56996310259334———Aug 14, 2026SEC_13F_DATASET
BRIDGEWAY CAPITAL MANAGEMENT, LLC1107261Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)28500513000———Aug 14, 2026SEC_13F_DATASET
Squarepoint Ops LLC1642575Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1037801868040———Aug 14, 2026SEC_13F_DATASET
Farther Finance Advisors, LLC1992825Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2925256———Jul 17, 2026SEC_13F_DATASET
BNP PARIBAS FINANCIAL MARKETS1166588Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)257246296———Aug 13, 2026SEC_13F_DATASET
COMMONWEALTH EQUITY SERVICES, LLC312272Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20277364990———Jul 29, 2026SEC_13F_DATASET
GEODE CAPITAL MANAGEMENT, LLC1214717Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3051815494718———Aug 12, 2026SEC_13F_DATASET
BELLEVUE ASSET MANAGEMENT, LLC1801619Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)691242———Aug 4, 2026SEC_13F_DATASET
FOX RUN MANAGEMENT, L.L.C.1533457Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16335294030———Aug 4, 2026SEC_13F_DATASET
Sterling Capital Management LLC1329883Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)52936———Jul 28, 2026SEC_13F_DATASET
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1164508Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1131162036088———Aug 13, 2026SEC_13F_DATASET
MARSHALL WACE, LLP1318757Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)57988210437876———Aug 13, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.