HashiCorp, Inc. - 418100103

Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2024 · Compare: Q3 2024
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
VANGUARD GROUP INC History Added to 16,350,402 559,347 0.01% 0.01% 1 +611,447 3.88% Q4 2024 Feb 11, 2025
BlackRock, Inc. History Added to 8,062,800 275,828 0.01% 0.01% 2 +315,976 4.08% Q4 2024 Feb 07, 2025
FIL Ltd History Reduced 6,020,719 205,968 0.19% 0.19% 3 -256,686 -4.09% Q4 2024 Feb 13, 2025
NORGES BANK History New 4,711,791 161,190 0.02% 4 +4,711,791 New Q4 2024 Feb 12, 2025
JPMORGAN CHASE & CO History Added to 3,180,620 108,809 0.01% 0.01% 5 +1,130,963 55.18% Q4 2024 Feb 12, 2025
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,585,092 88,464 0.01% 0.01% 6 +63,090 2.5% Q4 2024 Feb 12, 2025
STATE STREET CORP History Added to 2,543,502 87,013 0.0% 0.0% 7 +303,652 13.56% Q4 2024 Feb 14, 2025
MORGAN STANLEY History Added to 2,387,076 81,661 0.01% 0.0% 8 +662,439 38.41% Q4 2024 May 15, 2025
Man Group plc History Added to 2,290,935 78,372 0.21% 0.2% 9 +43,341 1.93% Q4 2024 Feb 14, 2025
Magnetar Financial LLC History Added to 2,245,271 76,810 1.76% 1.63% 10 +26,435 1.19% Q4 2024 Feb 11, 2025
Qube Research & Technologies Ltd History Added to 2,182,988 74,680 0.1% 0.1% 11 +252,860 13.1% Q4 2024 Feb 14, 2025
UBS Group AG History Added to 2,012,112 68,834 0.01% 0.0% 12 +1,574,878 360.19% Q4 2024 Feb 14, 2025
AQR Arbitrage LLC History Added to 1,933,854 66,137 1.45% 0.91% 13 +695,729 56.19% Q4 2024 Feb 14, 2025
D. E. Shaw & Co., Inc. History Reduced 1,892,590 64,745 0.05% 0.07% 14 -448,622 -19.16% Q4 2024 Feb 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 1,679,356 57,450 0.1% 0.13% 15 -414,413 -19.79% Q4 2024 Feb 14, 2025
CITADEL ADVISORS LLC History Reduced 1,581,119 54,090 0.01% 0.01% 16 -85,559 -5.13% Q4 2024 Feb 14, 2025
ALLIANCEBERNSTEIN L.P. History Added to 1,561,481 53,418 0.02% 0.02% 17 +230,748 17.34% Q4 2024 Feb 12, 2025
Woodline Partners LP History Added to 1,500,001 51,315 0.35% 0.29% 18 +500,000 50.0% Q4 2024 Feb 14, 2025
Squarepoint Ops LLC History Added to 1,421,881 48,642 0.05% 0.07% 19 +81,249 6.06% Q4 2024 Feb 14, 2025
ING GROEP NV History Reduced 1,284,600 43,946 0.3% 0.33% 20 -386,600 -23.13% Q4 2024 Feb 03, 2025
Contour Asset Management LLC History Reduced 1,130,153 38,662 1.12% 1.29% 21 -27,101 -2.34% Q4 2024 Feb 14, 2025
First Trust Capital Management L.P. History New 1,087,860 37,215 2.84% 22 +1,087,860 New Q4 2024 Jul 25, 2025
Polar Asset Management Partners Inc. History Reduced 1,075,000 36,775 0.43% 0.79% 23 -25,000 -2.27% Q4 2024 Feb 25, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 1,031,322 35,281 0.07% 0.09% 24 -87,156 -7.79% Q4 2024 Feb 14, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,019,276 34,869 0.01% 0.01% 25 +34,220 3.47% Q4 2024 Feb 06, 2025
DIMENSIONAL FUND ADVISORS LP History Reduced 1,016,744 34,782 0.01% 0.01% 26 -1,140 -0.11% Q4 2024 Feb 13, 2025
MILLENNIUM MANAGEMENT LLC History Reduced 1,005,207 34,388 0.02% 0.02% 27 -438,111 -30.35% Q4 2024 Feb 14, 2025
HSBC HOLDINGS PLC History Added to 938,613 32,072 0.02% 0.02% 28 +11,429 1.23% Q4 2024 Feb 14, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 924,430 31,624 0.0% 0.01% 29 -115,411 -11.1% Q4 2024 Feb 14, 2025
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 897,500 30,703 0.03% 0.04% 30 -264,100 -22.74% Q4 2024 Feb 13, 2025
GABELLI FUNDS LLC History Reduced 887,297 30,354 0.23% 0.22% 31 -13,518 -1.5% Q4 2024 Feb 13, 2025
GOLDMAN SACHS GROUP INC History Reduced 876,720 29,992 0.0% 0.01% 32 -105,296 -10.72% Q4 2024 Feb 11, 2025
BANK OF NOVA SCOTIA History Added to 836,400 28,613 0.05% 0.05% 33 +167,000 24.95% Q4 2024 Jul 02, 2025
PICTON MAHONEY ASSET MANAGEMENT History Reduced 818,600 28,004 0.57% 1.16% 34 -231,000 -22.01% Q4 2024 Apr 02, 2025
NORTHERN TRUST CORP History Added to 790,065 27,028 0.0% 0.0% 35 +134,170 20.46% Q4 2024 Feb 14, 2025
LMR Partners LLP History Reduced 765,348 26,182 0.22% 0.21% 36 -22,070 -2.8% Q4 2024 Feb 14, 2025
Bank of New York Mellon Corp History Reduced 746,488 25,537 0.0% 0.0% 37 -10,367 -1.37% Q4 2024 Feb 04, 2025
RENAISSANCE TECHNOLOGIES LLC History Reduced 719,702 24,621 0.04% 0.05% 38 -274,798 -27.63% Q4 2024 Feb 13, 2025
NATIONAL BANK OF CANADA /FI/ History New 692,700 23,697 0.03% 39 +692,700 New Q4 2024 Feb 12, 2025
NATIXIS History Added to 682,291 23,341 0.14% 0.11% 40 +88,086 14.82% Q4 2024 Feb 13, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 661,459 22,628 0.07% 0.08% 41 -88,074 -11.75% Q4 2024 Feb 13, 2025
MARSHALL WACE, LLP History Reduced 583,182 19,950 0.02% 0.02% 42 -2,837 -0.48% Q4 2024 Feb 13, 2025
BANK OF AMERICA CORP /DE/ History Reduced 552,778 18,910 0.0% 0.08% 43 -348,731 -38.68% Q4 2024 Feb 14, 2025
Neuberger Berman Group LLC History Reduced 552,311 18,894 0.01% 0.04% 44 -781,098 -58.58% Q4 2024 Feb 13, 2025
ExodusPoint Capital Management, LP History Added to 545,263 18,653 0.13% 0.09% 45 +106,851 24.37% Q4 2024 Feb 12, 2025
COATUE MANAGEMENT LLC History No change 511,741 17,506 0.06% 0.06% 46 0 0.0% Q4 2024 Feb 14, 2025
Pentwater Capital Management LP History Reduced 478,484 16,368 0.18% 0.78% 47 -1,771,516 -78.73% Q4 2024 Feb 14, 2025
Verition Fund Management LLC History Added to 448,370 15,338 0.06% 0.07% 48 +51,837 13.07% Q4 2024 Feb 14, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 428,975 14,675 0.0% 0.0% 49 +152,462 55.14% Q4 2024 Feb 14, 2025
FIRST TRUST ADVISORS LP History Reduced 392,279 13,419 0.01% 0.02% 50 -267,469 -40.54% Q4 2024 Feb 13, 2025
Amundi History Reduced 381,099 13,083 0.0% 0.01% 51 -390,037 -50.58% Q4 2024 Feb 07, 2025
JANUS HENDERSON GROUP PLC History Added to 377,485 12,913 0.01% 0.01% 52 +3,900 1.04% Q4 2024 Feb 14, 2025
Alberta Investment Management Corp History No change 345,000 11,802 0.08% 0.1% 53 0 0.0% Q4 2024 Feb 03, 2025
IEQ CAPITAL, LLC History Reduced 312,476 10,689 0.1% 0.3% 54 -402,834 -56.32% Q4 2024 Feb 03, 2025
BALYASNY ASSET MANAGEMENT L.P. History Reduced 300,000 10,263 0.02% 0.11% 55 -1,611,864 -84.31% Q4 2024 Feb 14, 2025
ROYAL BANK OF CANADA History Added to 297,026 10,160 0.0% 0.0% 56 +291,562 5336.05% Q4 2024 Feb 14, 2025
Swiss National Bank History Added to 293,200 10,030 0.01% 0.01% 57 +10,500 3.71% Q4 2024 Feb 10, 2025
MUFG Securities EMEA plc History Added to 290,999 9,955 0.17% 0.3% 58 +44,000 17.81% Q4 2024 Feb 12, 2025
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 278,535 9,528 0.09% 0.11% 59 -61,508 -18.09% Q4 2024 Feb 05, 2025
Trexquant Investment LP History Added to 278,271 9,519 0.11% 0.01% 60 +250,388 898.0% Q4 2024 Feb 12, 2025
DEUTSCHE BANK AG\ History No change 257,643 8,813 0.0% 0.0% 61 0 0.0% Q4 2024 Jun 30, 2025
Perigon Wealth Management, LLC History Added to 240,982 8,268 0.2% 0.15% 62 +72,088 42.68% Q4 2024 Jan 22, 2025
J. Goldman & Co LP History Added to 228,500 7,816 0.2% 0.04% 63 +187,600 458.68% Q4 2024 Feb 14, 2025
Carmignac Gestion History Reduced 210,242 7,192 0.11% 0.14% 64 -42,912 -16.95% Q4 2024 Feb 13, 2025
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 200,000 6,842 0.03% 65 +200,000 New Q4 2024 Feb 14, 2025
JANE STREET GROUP, LLC History Reduced 187,717 6,421 0.0% 0.0% 66 -167,142 -47.1% Q4 2024 Feb 14, 2025
PEAK6 LLC History New 175,000 5,986 0.01% 67 +175,000 New Q4 2024 Feb 13, 2025
Hudson Bay Capital Management LP History Reduced 175,000 5,986 0.02% 0.03% 68 -65,179 -27.14% Q4 2024 Feb 14, 2025
Brevan Howard Capital Management LP History Reduced 173,000 5,918 0.04% 0.04% 69 -16,378 -8.65% Q4 2024 Feb 14, 2025
Maven Securities LTD History Added to 163,273 5,585 0.14% 0.03% 70 +115,405 241.09% Q4 2024 Feb 14, 2025
RHUMBLINE ADVISERS History Added to 161,608 5,528 0.0% 0.0% 71 +4,379 2.79% Q4 2024 May 29, 2025
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 150,000 5,131 0.03% 0.01% 72 +110,000 275.0% Q4 2024 Feb 11, 2025
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 139,221 4,762 0.01% 0.01% 73 +2,405 1.76% Q4 2024 Mar 18, 2025
GAMCO INVESTORS, INC. ET AL History Added to 137,949 4,719 0.05% 0.03% 74 +41,050 42.36% Q4 2024 Feb 13, 2025
Legal & General Group Plc History Added to 133,142 4,554 0.0% 0.0% 75 +2,333 1.78% Q4 2024 Feb 13, 2025
Invesco Ltd. History Added to 131,002 4,481 0.0% 0.0% 76 +23,232 21.56% Q4 2024 Feb 13, 2025
Cresset Asset Management, LLC History Reduced 130,775 4,473 0.02% 0.03% 77 -135,323 -50.85% Q4 2024 Feb 14, 2025
AQR CAPITAL MANAGEMENT LLC History Reduced 127,893 4,373 0.01% 0.01% 78 -1,137 -0.88% Q4 2024 Feb 14, 2025
BARCLAYS PLC History Added to 124,626 4,263 0.0% 0.0% 79 +83,723 204.69% Q4 2024 Mar 19, 2026
CITIGROUP INC History Reduced 123,163 4,213 0.0% 0.0% 80 -20,392 -14.21% Q4 2024 Feb 12, 2025
Schonfeld Strategic Advisors LLC History Added to 106,800 3,653 0.02% 0.02% 81 +1,458 1.38% Q4 2024 Feb 14, 2025
Point72 Asset Management, L.P. History No change 106,600 3,646 0.01% 0.01% 82 0 0.0% Q4 2024 Feb 14, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 103,911 3,554 0.0% 0.0% 83 +75,897 270.93% Q4 2024 Feb 12, 2025
WOLVERINE ASSET MANAGEMENT LLC History No change 103,118 3,527 0.04% 0.04% 84 0 0.0% Q4 2024 Feb 03, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 100,946 3,453 0.01% 0.01% 85 +13,780 15.81% Q4 2024 Feb 10, 2025
FRANKLIN RESOURCES INC History Reduced 99,269 3,395 0.0% 0.0% 86 -9,561 -8.79% Q4 2024 Feb 12, 2025
Walleye Trading LLC History Reduced 98,300 3,362 0.01% 0.01% 87 -11,400 -10.39% Q4 2024 Feb 13, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 96,449 3,299 0.01% 0.06% 88 -370,280 -79.34% Q4 2024 Feb 14, 2025
CANTOR FITZGERALD, L. P. History New 74,600 2,552 0.05% 89 +74,600 New Q4 2024 Feb 14, 2025
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 72,527 2,481 0.0% 0.0% 90 -6,000 -7.64% Q4 2024 Oct 08, 2025
CAPITAL FUND MANAGEMENT S.A. History Reduced 66,319 2,268 0.01% 0.01% 91 -55,856 -45.72% Q4 2024 Feb 13, 2025
BOOTHBAY FUND MANAGEMENT, LLC History No change 65,625 2,245 0.06% 0.05% 92 0 0.0% Q4 2024 Feb 14, 2025
State of New Jersey Common Pension Fund D History Added to 62,456 2,136 0.01% 0.01% 93 +3,770 6.42% Q4 2024 Jan 31, 2025
Skandinaviska Enskilda Banken AB (publ) History No change 59,440 2,033 0.01% 0.01% 94 0 0.0% Q4 2024 Feb 10, 2025
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 57,170 1,955 0.01% 0.01% 95 +4,952 9.48% Q4 2024 Feb 07, 2025
Allianz Asset Management GmbH History No change 56,500 1,932 0.0% 0.0% 96 0 0.0% Q4 2024 Feb 03, 2025
VOYA INVESTMENT MANAGEMENT LLC History Reduced 54,304 1,857 0.0% 0.0% 97 -1,101 -1.99% Q4 2024 May 02, 2025
Centiva Capital, LP History Reduced 54,222 1,854 0.04% 0.18% 98 -221,909 -80.36% Q4 2024 Feb 14, 2025
Police & Firemen's Retirement System of New Jersey History New 53,414 1,827 0.02% 99 +53,414 New Q4 2024 Feb 11, 2025
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 49,884 1,706 0.01% 0.01% 100 -1,347 -2.63% Q4 2024 Feb 19, 2025
NOMURA HOLDINGS INC History New 48,902 1,672 0.0% 101 +48,902 New Q4 2024 Feb 14, 2025
Parallax Volatility Advisers, L.P. History No change 43,900 1,501 0.0% 0.0% 102 0 0.0% Q4 2024 Feb 14, 2025
BLAIR WILLIAM & CO/IL History Reduced 43,683 1,494 0.0% 0.0% 103 -176 -0.4% Q4 2024 Feb 12, 2025
SIMPLEX TRADING, LLC History Added to 43,581 1,490 0.0% 0.0% 104 +6,540 17.66% Q4 2024 Feb 11, 2025
Arizona State Retirement System History Added to 43,267 1,480 0.01% 0.01% 105 +1,561 3.74% Q4 2024 Feb 06, 2025
LAZARD ASSET MANAGEMENT LLC History Added to 38,357 1,312 0.0% 0.0% 107 +11,223 41.36% Q4 2024 Feb 14, 2025
STRS OHIO History Added to 38,371 1,312 0.01% 0.0% 106 +7,677 25.01% Q4 2024 May 28, 2025
TWO SIGMA INVESTMENTS, LP History Reduced 37,572 1,285 0.0% 0.01% 108 -34,648 -47.98% Q4 2024 Feb 14, 2025
Tidal Investments LLC History New 31,270 1,069 0.01% 109 +31,270 New Q4 2024 Feb 14, 2025
KLP KAPITALFORVALTNING AS History New 31,000 1,060 0.01% 110 +31,000 New Q4 2024 Feb 11, 2025
RAYMOND JAMES FINANCIAL INC History New 29,408 1,006 0.0% 111 +29,408 New Q4 2024 Apr 23, 2025
BNP PARIBAS FINANCIAL MARKETS History New 27,046 925 0.0% 112 +27,046 New Q4 2024 Feb 14, 2025
SBI Securities Co., Ltd. History New 26,970 922 0.03% 113 +26,970 New Q4 2024 Feb 06, 2025
FMR LLC History Added to 20,906 715 0.0% 0.0% 114 +1,516 7.82% Q4 2024 Feb 13, 2025
Pictet Asset Management Holding SA History Added to 20,844 713 0.0% 0.0% 115 +2,260 12.16% Q4 2024 Feb 12, 2025
Blackstone Inc. History No change 20,672 707 0.0% 0.0% 116 0 0.0% Q4 2024 Feb 14, 2025
VICTORY CAPITAL MANAGEMENT INC History Reduced 18,955 648 0.0% 0.0% 117 -135 -0.71% Q4 2024 Feb 06, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 17,223 589 0.0% 0.02% 118 -201,365 -92.12% Q4 2024 Feb 14, 2025
Mariner, LLC History Reduced 16,347 559 0.0% 0.0% 119 -7,553 -31.6% Q4 2024 Feb 13, 2025
GUGGENHEIM CAPITAL LLC History No change 16,300 557 0.0% 0.0% 120 0 0.0% Q4 2024 Feb 13, 2025
XPONANCE, INC. History Added to 16,261 556 0.01% 0.01% 121 +897 5.84% Q4 2024 Feb 11, 2025
Savant Capital, LLC History Added to 15,871 542 0.0% 0.0% 122 +248 1.59% Q4 2024 Jan 29, 2025
Pathstone Holdings, LLC History Reduced 13,410 458 0.0% 0.0% 123 -1,164 -7.99% Q4 2024 Feb 14, 2025
Walleye Capital LLC History Reduced 12,980 444 0.0% 0.0% 124 -539 -3.99% Q4 2024 Feb 13, 2025
HighTower Advisors, LLC History Reduced 12,225 418 0.0% 0.0% 125 -3,011 -19.76% Q4 2024 Feb 07, 2025
MAVERICK CAPITAL LTD History New 12,202 417 0.01% 126 +12,202 New Q4 2024 Feb 14, 2025
PRINCIPAL FINANCIAL GROUP INC History Added to 11,913 407 0.0% 0.02% 127 +397 3.45% Q4 2024 Jan 31, 2025
Creative Planning History Reduced 11,639 398 0.0% 0.0% 128 -890 -7.1% Q4 2024 Feb 14, 2025
SEI INVESTMENTS CO History Reduced 9,577 327 0.0% 0.0% 129 -16,445 -63.2% Q4 2024 Feb 11, 2025
Ashton Thomas Private Wealth, LLC History Added to 9,226 315 0.01% 0.02% 130 +765 9.04% Q4 2024 Feb 07, 2025
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 9,164 313 0.0% 0.0% 131 +127 1.41% Q4 2024 Feb 14, 2025
Vident Advisory, LLC History Reduced 8,684 297 0.01% 0.01% 132 -123 -1.4% Q4 2024 Feb 14, 2025
Quantinno Capital Management LP History New 8,609 294 0.0% 133 +8,609 New Q4 2024 Feb 14, 2025
AMERICAN CENTURY COMPANIES INC History No change 8,388 286 0.0% 0.0% 134 0 0.0% Q4 2024 Feb 11, 2025
Maryland State Retirement & Pension System History No change 8,131 278 0.01% 0.01% 135 0 0.0% Q4 2024 Feb 11, 2025
ProShare Advisors LLC History Added to 7,877 269 0.0% 0.0% 136 +716 10.0% Q4 2024 Feb 14, 2025
Callan Family Office, LLC History New 7,856 268 0.02% 137 +7,856 New Q4 2024 Feb 07, 2025
Utah Retirement Systems History No change 7,600 259 0.0% 0.0% 138 0 0.0% Q4 2024 Feb 14, 2025
MetLife Investment Management, LLC History Added to 7,555 258 0.0% 0.0% 139 +64 0.85% Q4 2024 Feb 13, 2025
WELLS FARGO & COMPANY/MN History Reduced 6,752 230 0.0% 0.0% 140 -53,501 -88.79% Q4 2024 Feb 13, 2025
Gotham Asset Management, LLC History New 5,922 202 0.0% 141 +5,922 New Q4 2024 Feb 14, 2025
Clearstead Advisors, LLC History No change 4,044 138 0.0% 0.0% 142 0 0.0% Q4 2024 Feb 10, 2025
Sterling Capital Management LLC History Added to 3,627 124 0.0% 0.0% 143 +524 16.89% Q4 2024 Feb 13, 2025
Tower Research Capital LLC (TRC) History Reduced 3,330 113 0.0% 0.0% 144 -1,409 -29.73% Q4 2024 Feb 13, 2025
Advisors Asset Management, Inc. History Reduced 1,605 54 0.0% 0.0% 145 -827 -34.0% Q4 2024 Feb 10, 2025
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 1,600 54 0.02% 0.01% 146 +750 88.24% Q4 2024 Aug 14, 2025
OSAIC HOLDINGS, INC. History Added to 1,457 43 0.0% 0.0% 147 +1,166 400.69% Q4 2024 Jun 06, 2025
SRS Capital Advisors, Inc. History Reduced 1,091 37 0.0% 0.0% 148 -26 -2.33% Q4 2024 Feb 05, 2025
Parallel Advisors, LLC History Added to 1,078 36 0.0% 0.0% 149 +881 447.21% Q4 2024 Feb 10, 2025
COMERICA BANK History Reduced 753 25 0.0% 0.0% 150 -4 -0.53% Q4 2024 Feb 14, 2025
Russell Investments Group, Ltd. History Reduced 590 20 0.0% 0.0% 151 -267 -31.16% Q4 2024 Feb 13, 2025
US BANCORP \DE\ History Reduced 487 16 0.0% 0.0% 152 -13,361 -96.48% Q4 2024 Feb 05, 2025
Allworth Financial LP History Added to 444 15 0.0% 0.0% 153 +4 0.91% Q4 2024 Jan 30, 2025
Aventura Private Wealth, LLC History New 438 14 0.01% 154 +438 New Q4 2024 Jan 07, 2026
CI INVESTMENTS INC. History Added to 284 10 0.0% 0.0% 155 +12 4.41% Q4 2024 Feb 12, 2025
Blue Trust, Inc. History Reduced 290 9 0.0% 0.0% 156 -187 -39.2% Q4 2024 Jan 30, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Added to 245 8 0.0% 0.0% 157 +21 9.38% Q4 2024 Feb 07, 2025
EXCHANGE TRADED CONCEPTS, LLC History New 182 6 0.0% 158 +182 New Q4 2024 Jan 21, 2025
Federation des caisses Desjardins du Quebec History No change 180 6 0.0% 0.0% 159 0 0.0% Q4 2024 Feb 14, 2025
WHITTIER TRUST CO History No change 175 5 0.0% 0.0% 160 0 0.0% Q4 2024 Feb 11, 2025
JONES FINANCIAL COMPANIES LLLP History No change 125 4 0.0% 0.0% 161 0 0.0% Q4 2024 Feb 06, 2025
DANSKE BANK A/S History Reduced 100 3 0.0% 0.0% 163 -1,300 -92.86% Q4 2024 Mar 18, 2026
MassMutual Private Wealth & Trust, FSB History Added to 93 3 0.0% 164 +79 564.29% Q4 2024 Jan 16, 2025
BOKF, NA History No change 88 3 0.0% 0.0% 162 0 0.0% Q4 2024 Feb 14, 2025
SIGNATUREFD, LLC History New 40 1 0.0% 165 +40 New Q4 2024 Feb 10, 2025
Kite Lake Capital Management (UK) LLP History Closed out 0 0 7.94% -1,371,672 -100.0% Q3 2024 Nov 14, 2025
Capula Management Ltd History Closed out 0 0 0.24% -710,229 -100.0% Q3 2024 Nov 13, 2024
SONA ASSET MANAGEMENT (US) LLC History Closed out 0 0 0.4% -520,143 -100.0% Q3 2024 Nov 14, 2024
Artemis Investment Management LLP History Closed out 0 0 0.22% -434,205 -100.0% Q3 2024 Oct 08, 2024
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -273,472 -100.0% Q3 2024 Nov 13, 2024
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.1% -223,952 -100.0% Q3 2024 Nov 08, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Closed out 0 0 0.01% -162,300 -100.0% Q3 2024 Nov 14, 2024
LOOMIS SAYLES & CO L P History Closed out 0 0 0.01% -115,857 -100.0% Q3 2024 Nov 13, 2024
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -6,570 -100.0% Q3 2024 Nov 12, 2024
Corient Private Wealth LLC History Closed out 0 0 0.0% -5,921 -100.0% Q3 2024 Nov 12, 2024
Geneos Wealth Management Inc. History Closed out 0 0 0.0% -2,078 -100.0% Q3 2024 Nov 14, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -69 -100.0% Q3 2024 Nov 12, 2024
HUNTINGTON NATIONAL BANK History Reduced 1 0 0.0% -39 -97.5% Q4 2024 Feb 12, 2025
Allspring Global Investments Holdings, LLC History Closed out 0 0 -27 -100.0% Q3 2024 Oct 18, 2024
PRINCIPAL SECURITIES, INC. History Reduced 14 0 -14 -50.0% Q4 2024 Jan 30, 2025
MAI Capital Management History New 14 0 +14 New Q4 2024 Feb 14, 2025
TD PRIVATE CLIENT WEALTH LLC History New 6 0 +6 New Q4 2024 Feb 11, 2025
MATHER GROUP, LLC. History No change 12 0 0 0.0% Q4 2024 Jan 27, 2025
Farther Finance Advisors, LLC History No change 19 0 0 0.0% Q4 2024 Feb 10, 2025