Vault-13

PALLADYNE AI CORP PDYN

COM NEW · Common Stock · CUSIP 80359A205 · ISIN US80359A2050

U.S. robotics company

119 institutional holders +1 vs Q1 2026
12,532,07112.5m shares reported held*
25.4% of all shares outstanding*
$76.2mreported value*
22 new 45 added 27 reduced 19 sold out net bought ≈ $10.3m (+1.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.0k this quarter). Holder counts are more reliable. Shares outstanding: 49.3m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $6.08. Options: 6 managers hold calls ($3.0m notional), 6 hold puts ($4.1m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q2 23: 2Q3 23: 38Q4 23: 36Q1 24: 32Q2 24: 35Q3 24: 31Q4 24: 51Q1 25: 65Q2 25: 83Q3 25: 109Q4 25: 101Q1 26: 118Q2 26: 119119Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20232
Q3 202338
Q4 202336
Q1 202432
Q2 202435
Q3 202431
Q4 202451
Q1 202565
Q2 202583
Q3 2025109
Q4 2025101
Q1 2026118
Q2 2026119

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 6 bought or addedQ3 24: 11 cut or sold outQ4 24: 32 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 46 bought or addedQ1 25: 16 cut or sold outQ2 25: 62 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 74 bought or addedQ3 25: 33 cut or sold outQ4 25: 58 bought or addedQ4 25: 53 cut or sold outQ4 25Q1 26: 81 bought or addedQ1 26: 43 cut or sold outQ2 26: 67 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024611
Q4 20243210
Q1 20254616
Q2 20256222
Q3 20257433
Q4 20255853
Q1 20268143
Q2 20266746

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 25 calls: $4.2mQ3 25 puts: $4.6mQ3 25P/C 1.12Q4 25 calls: $2.0mQ4 25 puts: $872.4kQ4 25P/C 0.45Q1 26 calls: $3.5mQ1 26 puts: $3.6mQ1 26P/C 1.05Q2 26 calls: $3.0mQ2 26 puts: $4.1mQ2 26P/C 1.36
Numbers
QuarterCallsPutsP/C
Q3 2025$4.2m$4.6m1.12
Q4 2025$2.0m$872.4k0.45
Q1 2026$3.5m$3.6m1.05
Q2 2026$3.0m$4.1m1.36

Biggest buyers

BlackRock, Inc. Added +553,053+553.1k
MORGAN STANLEY Added +194,539+194.5k
MARSHALL WACE, LLP Added +186,537+186.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +161,673+161.7k
GEODE CAPITAL MANAGEMENT, LLC Added +146,624+146.6k
Themes Management Co LLC Added +127,946+127.9k
VANGUARD CAPITAL MANAGEMENT LLC Added +116,265+116.3k
STATE STREET CORP Added +77,449+77.4k
CITADEL ADVISORS LLC Added +74,045+74.0k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +69,474+69.5k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -105,996-106.0k
GSA CAPITAL PARTNERS LLP Sold out -84,228-84.2k
Covestor Ltd Reduced -56,644-56.6k
COOKSON PEIRCE & CO INC Sold out -50,000-50.0k
Cadent Capital Advisors, LLC Sold out -46,872-46.9k
MILLENNIUM MANAGEMENT LLC Reduced -43,346-43.3k
INDEPENDENT FINANCIAL GROUP, LLC Sold out -28,653-28.7k
D. E. Shaw & Co., Inc. Sold out -23,101-23.1k
XTX Topco Ltd Sold out -17,622-17.6k
Centiva Capital, LP Sold out -15,408-15.4k

Biggest calls

CITADEL ADVISORS LLC Added $732.6k120.5k shares
JANE STREET GROUP, LLC Added $625.6k102.9k shares
IMC-Chicago, LLC Reduced $608.6k100.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $602.5k99.1k shares
GROUP ONE TRADING LLC Reduced $259.0k42.6k shares
SIMPLEX TRADING, LLC Added $178.8k29.4k shares

Biggest puts

CITADEL ADVISORS LLC Added $1.2m194.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m178.9k shares
SIMPLEX TRADING, LLC Added $512.5k84.3k shares
JANE STREET GROUP, LLC Added $510.7k84.0k shares
GROUP ONE TRADING LLC Reduced $496.7k81.7k shares
IMC-Chicago, LLC Added $314.9k51.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
KERBER WILLIAM XAVIER III 13D · may seek influence -1.0 pts · filed 2025-06-13
Stated purposeMr. Kerber has purchased the issuers shares as an individual for the purposes of passive investment in the Issuer's Common Stock. Since filing of the last amendment (dated January 02,2025), Mr. Kerber has made changes in his holdings of the Issuer's Common Stock based on personal portfolio adjustments resulting in a net additions of 63,832 shares of the Issuer's Common stock detailed in item 5(c). Full filing
6.6% -1.0 pts 2.4m≈ $14.3m 2025-06-13
BlackRock, Inc. 13G · institution +4.1 pts · filed 2026-07-29 5.4% +4.1 pts 2.6m≈ $15.5m 2026-07-29

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (1.2%, 2026-10-05; now reported by BlackRock, Inc.)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 5 sellingQ1 25Q2 25: 0 buyingQ2 25: 4 sellingQ3 25: 0 buyingQ3 25: 4 sellingQ3 25Q4 25: 2 buyingQ4 25: 4 sellingQ1 26: 1 buyingQ1 26: 3 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 1 buyingQ3 26: 3 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$73.7k5$952.1k—
Q2 20250—4$206.1k—
Q3 20250—4$200.1k—
Q4 20252$142.8k4$145.2k—
Q1 20261$5.8k3$327.0k—
Q2 20260—3$165.7k—
Q3 20261$99.1k3$167.7k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-08 Wolff Benjamin G PRESIDENT & CEO, director · See footnote Bought 17,121 $5.79 $99.1k17.1k shares +4%
2026-08-21 GARAGIC DENIS CHIEF TECHNOLOGY OFFICER Sold 17,255 $6.16 $106.3k17.3k shares -2%
2026-08-21 SONNE STEPHEN CHIEF LEGAL OFFICER Sold 5,341 $6.16 $32.9k5.3k shares -2%
2026-08-21 THATCHER TREVOR CHIEF FINANCIAL OFFICER Sold 4,636 $6.16 $28.6k4.6k shares -1%
2026-05-21 GARAGIC DENIS CHIEF TECHNOLOGY OFFICER Sold 17,176 $6.14 $105.5k17.2k shares -3%
2026-05-21 SONNE STEPHEN CHIEF LEGAL OFFICER Sold 5,245 $6.14 $32.2k5.2k shares -3%
2026-05-21 THATCHER TREVOR CHIEF FINANCIAL OFFICER Sold 4,561 $6.14 $28.0k4.6k shares -2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,764,9732.8m $16.8m $16.8m 0.00% Added +553.1k +553,053
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,506,8731.5m $9.2m $9.2m 0.00% Added +116.3k +116,265
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,209,8611.2m $7.4m $7.4m 0.00% Added +14.0k +13,983
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 928,526928.5k $5.6m $5.6m 0.00% Added +146.6k +146,624
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 708,629708.6k $4.3m $4.3m 0.00% Added +77.4k +77,449
6 Themes Management Co LLC 2.10% of their portfolio GREENWICH, CT 520,205520.2k $3.2m $3.2m 2.10% Added +127.9k +127,946
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 513,708513.7k $3.1m $3.1m 0.00% Added +161.7k +161,673
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 419,191419.2k $2.5m $2.5m 0.00% Added +28.5k +28,497
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 388,212388.2k $2.4m $2.4m 0.00% Added +194.5k +194,539
10 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 310,883310.9k $1.9m $1.9m 0.00% Reduced -43.3k -43,346
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 285,951286.0k $1.7m $1.7m 0.00% Added +49.9k +49,900
12 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 281,789281.8k $1.7m $1.7m 0.00% Added +186.5k +186,537
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 244,002244.0k $1.5m $1.5m 0.00% Added +69.5k +69,474
14 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 240,725240.7k $1.5m $1.5m 0.00% Added +18.7k +18,727
15 AlphaCentric Advisors LLC 0.52% of their portfolio SAN JUAN, PR 100,000100.0k $608.0k $608.0k 0.52% Unchanged
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 97,82197.8k $594.8k $594.8k 0.00% Added +14.8k +14,780
17 Covestor Ltd 0.33% of their portfolio LONDON, X0 93,81693.8k $570.0k $570.0k 0.33% Reduced -56.6k -56,644
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 92,47792.5k $562.3k $562.3k 0.00% Added +74.0k +74,045
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 84,40684.4k $513.2k $513.2k 0.00% Added +8.5k +8,498
20 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 83,33383.3k $506.7k $506.7k 0.00% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 79,73379.7k $485.0k $485.0k 0.00% Reduced -11.1k -11,092
22 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 73,91573.9k $449.4k $449.4k 0.00% Added +22.9k +22,924
23 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 60,30060.3k $366.6k $366.6k 0.01% Reduced -1.5k -1,521
24 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 58,20058.2k $353.3k $353.3k 0.00% New
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,47754.5k $331.2k $331.2k 0.00% Added +31.6k +31,562
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 53,87753.9k $327.6k $327.6k 0.00% Added +2.4k +2,358
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 48,70048.7k $296.1k $296.1k 0.01% Unchanged
28 SBI Securities Co., Ltd. 0.01% of their portfolio TOKYO, M0 46,49846.5k $282.7k $282.7k 0.01% Added +20.4k +20,388
29 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 46,00046.0k $279.7k $279.7k 0.01% Reduced -9.0k -9,000
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,01345.0k $273.7k $273.7k 0.00% Reduced -106.0k -105,996
31 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 42,80242.8k $261.0k $261.0k 0.00% Added +8.0k +7,965
32 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 41,57841.6k $252.8k $252.8k 0.00% Added +7.8k +7,829
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 40,66540.7k $247.2k $247.2k 0.00% Added +21.0k +20,984
34 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,01439.0k $237.2k $237.2k 0.00% Added +1.1k +1,127
35 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 38,03538.0k $231.3k $231.3k 0.00% Reduced -9.9k -9,942
36 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 36,43236.4k $221.5k $221.5k 0.00% Reduced -10.4k -10,351
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,10736.1k $219.5k $219.5k 0.00% Reduced -1.8k -1,761
38 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 35,32035.3k $214.7k $214.7k 0.00% Added +14.4k +14,394
39 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 35,22135.2k $209.1k $209.1k 0.00% Added +15.5k +15,521
40 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 35,10535.1k $213.4k $213.4k 0.00% Added +3.0k +2,977
41 Symphony Financial, Ltd. Co. 0.02% of their portfolio HOUSTON, TX 31,59031.6k $183.5k $183.5k 0.02% New
42 Crewe Advisors LLC 0.01% of their portfolio SALT LAKE CITY, UT 31,15031.1k $189.4k $189.4k 0.01% Unchanged
43 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 29,35929.4k $178.5k $178.5k 0.00% Added +166 +166
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,71228.7k $166.8k $166.8k 0.00% Added +3.6k +3,613
45 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 27,45527.5k $166.9k $166.9k 0.00% New
46 Rehmann Capital Advisory Group 0.01% of their portfolio LANSING, MI 24,78024.8k $150.7k $150.7k 0.01% Unchanged
47 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 23,90623.9k $145.3k $145.3k 0.00% Reduced -9.0k -8,989
48 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 23,84023.8k $144.9k $144.9k 0.00% Reduced -99 -99
49 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,01721.0k $127.8k $127.8k 0.00% Added +15.4k +15,415
50 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 20,66820.7k $125.7k $125.7k 0.00% Added +2.6k +2,600
51 Headlands Technologies LLC 0.01% of their portfolio CHICAGO, IL 20,27220.3k $123.3k $123.3k 0.01% New
52 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 19,91819.9k $121.1k $121.1k 0.00% Added +485 +485
53 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,89819.9k $121.0k $121.0k 0.00% Added +1.1k +1,149
54 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 19,01119.0k $115.6k $115.6k 0.00% Added +5.5k +5,512
55 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 18,90318.9k $114.9k $114.9k 0.00% Unchanged
56 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,87717.9k $108.7k $108.7k 0.00% Added +4.1k +4,108
57 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 16,79016.8k $102.1k $102.1k 0.00% Added +2.8k +2,804
58 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 16,77316.8k $102.0k $102.0k 0.00% Added +4.9k +4,920
59 Poehling Capital Management, INC. 0.02% of their portfolio MADISON, WI 16,32016.3k $99.2k $99.2k 0.02% Unchanged
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,30716.3k $99.1k $99.1k 0.00% New
61 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 14,62014.6k $88.9k $88.9k 0.00% Unchanged
62 FOX RUN MANAGEMENT, L.L.C. 0.01% of their portfolio GREENWICH, CT 13,87213.9k $84.3k $84.3k 0.01% New
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 12,05912.1k $73.3k $73.3k 0.00% Added +5.9k +5,911
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,94711.9k $72.6k $72.6k 0.00% New
65 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 11,90211.9k $72.4k $72.4k 0.00% Unchanged
66 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 11,82511.8k $71.9k $71.9k 0.00% Unchanged
67 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 11,32011.3k $68.8k $68.8k 0.00% Reduced -669 -669
68 Caitong International Asset Management Co., Ltd 0.01% of their portfolio HONG KONG, K3 11,21011.2k $68.2k $68.2k 0.01% New
69 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 10,63710.6k $64.7k $64.7k 0.00% New
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 10,60010.6k $64.4k $64.4k 0.00% Unchanged
71 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 10,57010.6k $64.3k $64.3k 0.00% Added +7.6k +7,570
72 StoneX Group Inc. 0.00% of their portfolio NEW YORK, NY 10,51710.5k $70.4k $70.4k 0.00% New
73 Key Client Fiduciary Advisors, LLC 0.02% of their portfolio Fairfield, NJ 10,45810.5k $63.6k $63.6k 0.02% New
74 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 10,41810.4k $60.6k $60.6k 0.00% Added +5.9k +5,881
75 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 10,25710.3k $62.4k $62.4k 0.00% Unchanged
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 10,16610.2k $61.8k $61.8k 0.00% New
77 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 9,4669.5k $57.3k $57.3k 0.00% Reduced -2.0k -2,000
78 FMR LLC 0.00% of their portfolio BOSTON, MA 7,2887.3k $44.3k $44.3k 0.00% Reduced -7.3k -7,288
79 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 6,9336.9k $42.2k $42.2k 0.00% New
80 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,4005.4k $32.8k $32.8k 0.00% Unchanged
81 State of Wyoming 0.00% of their portfolio CHEYENNE, WY 5,3975.4k $32.8k $32.8k 0.00% New
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,8974.9k $29.8k $29.8k 0.00% Reduced -1.6k -1,594
83 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 4,8004.8k $29.2k $29.2k 0.00% Reduced -800 -800
84 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,0784.1k $24.8k $24.8k 0.00% Reduced -5.5k -5,530
85 Leonteq Securities AG 0.00% of their portfolio ZURICH, V8 4,0004.0k $24.3k $24.3k 0.00% Added +3.0k +3,000
86 Legal & General Group Plc 0.00% of their portfolio London, X0 3,6643.7k $22.3k $22.3k 0.00% Added +858 +858
87 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,2863.3k $20.0k $20.0k 0.00% Reduced -1.2k -1,216
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,1153.1k $18.9k $18.9k 0.00% Added +1.5k +1,499
89 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,6072.6k $15.9k $15.9k 0.00% Unchanged
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,4012.4k $14.6k $14.6k 0.00% Reduced -441 -441
91 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,8501.9k $11.2k $11.2k 0.00% Unchanged
92 Truvestments Capital LLC 0.00% of their portfolio SARASOTA, FL 1,5601.6k $9.5k $9.5k 0.00% New
93 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 1,4761.5k $9.0k $9.0k 0.00% Unchanged
94 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 1,3031.3k $7.9k $7.9k 0.00% New
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0901.1k $6.6k $6.6k 0.00% New
96 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 1,0001.0k $5.4k $5.4k 0.00% Unchanged
97 Hurley Capital, LLC 0.00% of their portfolio NEW YORK, NY 1,0001.0k $6.1k $6.1k 0.00% Unchanged
98 Aberdeen Wealth Management LLC 0.00% of their portfolio LAKE BLUFF, IL 966966 $5.9k $5.9k 0.00% New
99 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 741741 $4.5k $4.5k 0.00% Reduced -18 -18
100 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 741741 $4.5k $4.5k 0.00% Added +654 +654