AEHR TEST SYSTEMS - AEHR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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
FMR LLC History Reduced 2,507,920 50,634 0.0% 0.0% 1 -193,334 -7.16% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 2,337,433 47,192 0.0% 0.0% 2 +49,243 2.15% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,127,105 42,946 0.0% 0.0% 3 +124,772 6.23% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,766,459 35,664 0.0% 0.01% 4 +254,512 16.83% Q4 2025 Feb 17, 2026
AWM Investment Company, Inc. History Reduced 1,536,771 31,027 3.0% 4.42% 5 -30,000 -1.91% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Reduced 1,290,734 26,059 0.02% 0.03% 6 -239,942 -15.68% Q4 2025 Jan 23, 2026
CITADEL ADVISORS LLC History Reduced 1,056,879 21,338 0.0% 0.0% 7 -14,294 -1.33% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 830,664 16,771 0.0% 0.0% 8 +469,400 129.93% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 685,694 13,846 0.0% 0.0% 9 +5,591 0.82% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Added to 682,091 13,771 0.01% 0.01% 10 +62,717 10.13% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 652,738 13,178 0.0% 0.0% 11 +135,638 26.23% Q4 2025 Feb 12, 2026
Halter Ferguson Financial Inc. History Added to 642,129 12,964 2.85% 3.12% 12 +189,117 41.75% Q4 2025 Feb 05, 2026
STATE STREET CORP History Added to 624,085 12,600 0.0% 0.0% 13 +21,982 3.65% Q4 2025 Feb 13, 2026
Sculptor Capital LP History No change 600,000 12,114 0.12% 0.21% 14 0 0.0% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 569,838 11,505 0.0% 0.01% 15 +41,412 7.84% Q4 2025 Jan 29, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Added to 552,506 11,155 0.77% 0.61% 16 +276,160 99.93% Q4 2025 Feb 13, 2026
GRATIA CAPITAL, LLC History Reduced 537,560 10,853 8.09% 11.65% 17 -2,000 -0.37% Q4 2025 Feb 17, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 495,672 10,007 0.03% 0.07% 18 -398,389 -44.56% Q4 2025 Feb 09, 2026
GROUP ONE TRADING LLC History Added to 465,500 9,398 0.02% 0.02% 19 +2,136 0.46% Q4 2025 Feb 12, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 453,568 9,157 0.5% 0.73% 20 +9,187 2.07% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 208,116 8,409 0.01% 0.01% 21 -4,289 -2.02% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 383,974 7,752 0.01% 0.0% 22 +278,647 264.55% Q4 2025 Feb 17, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 360,234 7,273 0.15% 0.17% 23 +103,623 40.38% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 318,300 6,426 0.0% 0.01% 24 -29,000 -8.35% Q4 2025 Feb 11, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 317,948 6,419 0.07% 0.1% 25 -6,092 -1.88% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 308,387 6,226 0.04% 0.06% 26 +523 0.17% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 244,783 4,942 0.0% 0.0% 27 +155,516 174.21% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 243,129 4,908 0.0% 0.0% 28 +87,014 55.74% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 239,872 4,843 0.0% 0.0% 29 +9,137 3.96% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 238,409 4,813 0.0% 0.0% 30 -39 -0.02% Q4 2025 Feb 13, 2026
Pier Capital, LLC History Reduced 211,619 4,272 0.68% 1.75% 31 -159,336 -42.95% Q4 2025 Feb 03, 2026
Point72 Asset Management, L.P. History New 196,600 3,969 0.0% 32 +196,600 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 181,500 3,664 0.01% 24.89% 33 +3,460 1.94% Q4 2025 Feb 17, 2026
BARD ASSOCIATES INC History Reduced 179,793 3,630 0.93% 1.45% 34 -1,827 -1.01% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 176,042 3,554 0.0% 0.0% 35 +60,476 52.33% Q4 2025 Mar 25, 2026
Penbrook Management LLC History Reduced 114,900 2,319 1.6% 2.44% 36 -1,350 -1.16% Q4 2025 Jan 06, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 109,067 2,202 0.0% 0.0% 37 -22,246 -16.94% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 100,199 2,023 0.0% 0.0% 38 +91,999 1121.94% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 98,803 1,994 0.0% 0.0% 39 +17,949 22.2% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 89,755 1,812 0.0% 0.0% 40 -8,506 -8.66% Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History New 85,001 1,716 0.0% 41 +85,001 New Q4 2025 Feb 17, 2026
KLCM Advisors, Inc. History No change 75,000 1,514 0.13% 0.23% 42 0 0.0% Q4 2025 Feb 04, 2026
BANK OF AMERICA CORP /DE/ History Reduced 70,662 1,426 0.0% 0.0% 43 -43,153 -37.92% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 69,540 1,404 0.0% 0.0% 44 0 0.0% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 69,133 1,395 0.0% 0.0% 45 +3,223 4.89% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 64,907 1,310 0.0% 0.02% 46 -68,826 -51.47% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 64,355 1,299 0.0% 0.0% 47 +49,212 324.98% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Reduced 64,300 1,298 0.0% 0.0% 48 -15,200 -19.12% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History No change 60,100 1,213 0.0% 0.01% 49 0 0.0% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 59,219 1,195 0.0% 0.0% 50 +492 0.84% Q4 2025 Feb 17, 2026
Swiss National Bank History New 56,300 1,136 0.0% 51 +56,300 New Q4 2025 Feb 12, 2026
Bouvel Investment Partners, LLC History Reduced 53,796 1,086 0.31% 0.51% 52 -1,281 -2.33% Q4 2025 Jan 23, 2026
ROYAL BANK OF CANADA History New 51,971 1,050 0.0% 53 +51,971 New Q4 2025 Feb 17, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 48,413 977 0.03% 0.04% 54 0 0.0% Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History New 48,200 973 0.0% 55 +48,200 New Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 47,050 949 0.0% 0.0% 56 +22,258 89.78% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History New 45,107 910 0.0% 57 +45,107 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 44,380 896 0.0% 0.0% 58 +4,160 10.34% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Reduced 42,946 867 0.07% 0.11% 59 -1,971 -4.39% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 42,400 856 0.0% 0.0% 60 -300 -0.7% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 42,102 850 0.01% 0.02% 61 -13,323 -24.04% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Added to 39,225 791 0.02% 0.03% 62 +16,897 75.68% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 36,420 735 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 36,138 729 0.0% 0.0% 64 -4,479 -11.03% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 35,819 723 0.0% 0.0% 65 +18,331 104.82% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 35,219 711 0.0% 0.0% 66 +13,421 61.57% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 34,384 695 0.0% 0.0% 67 -10,862 -24.01% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 32,480 656 0.0% 0.0% 68 -20,500 -38.69% Q4 2025 Feb 05, 2026
Brevan Howard Capital Management LP History Added to 31,960 645 0.01% 0.0% 69 +18,024 129.33% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History New 31,921 644 0.0% 70 +31,921 New Q4 2025 Feb 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 30,111 607 0.0% 0.0% 71 +6,803 29.19% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 29,497 595 0.0% 0.0% 72 +7,761 35.71% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 29,002 585 0.0% 74 +29,002 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 28,994 585 0.0% 0.0% 73 +22,243 329.48% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 28,219 569 0.0% 0.0% 75 -338,351 -92.3% Q4 2025 Feb 19, 2026
Harvest Investment Services, LLC History Reduced 24,909 502 0.09% 0.16% 76 -2,164 -7.99% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 24,775 500 0.0% 0.0% 77 -4,209 -14.52% Q4 2025 Feb 17, 2026
WHITE PINE CAPITAL LLC History Reduced 24,701 498 0.14% 0.22% 78 -587 -2.32% Q4 2025 Feb 09, 2026
Verition Fund Management LLC History Reduced 24,191 488 0.0% 0.01% 79 -16,706 -40.85% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 24,027 485 0.01% 0.01% 80 -4,663 -16.25% Q4 2025 Feb 10, 2026
Inspire Investing, LLC History Added to 23,276 469 0.04% 0.04% 81 +8,408 56.55% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History New 23,067 465 0.01% 82 +23,067 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 21,454 433 0.0% 0.0% 83 +2,051 10.57% Q4 2025 Feb 11, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 21,300 430 0.01% 0.01% 84 +5,900 38.31% Q4 2025 Feb 11, 2026
Fortitude Advisory Group L.L.C. History Reduced 21,107 426 0.18% 0.36% 85 -1,184 -5.31% Q4 2025 Feb 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 20,000 406 0.0% 86 +20,000 New Q4 2025 Jan 28, 2026
Quantbot Technologies LP History New 19,856 400 0.01% 87 +19,856 New Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History New 18,675 377 0.0% 88 +18,675 New Q4 2025 Jan 23, 2026
Sun Group Wealth Partners History New 17,561 354 0.28% 89 +17,561 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 16,702 337 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History New 15,101 304 0.0% 91 +15,101 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History New 15,000 302 0.0% 92 +15,000 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 13,251 267 0.0% 0.0% 93 -2,977 -18.34% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 13,260 267 0.0% 0.0% 94 +170 1.3% Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Added to 13,225 267 0.05% 0.11% 95 +18 0.14% Q4 2025 Jan 14, 2026
NewEdge Advisors, LLC History Reduced 12,804 258 0.0% 0.0% 96 -3,155 -19.77% Q4 2025 Feb 18, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 12,740 257 0.0% 0.0% 97 -360 -2.75% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 12,240 247 0.0% 0.0% 98 -685 -5.3% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 11,598 234 0.0% 0.0% 99 +3,402 41.51% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History New 11,430 231 0.0% 100 +11,430 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 10,677 215 0.0% 0.0% 101 -1,689 -13.66% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 8,920 180 0.0% 102 +8,920 New Q4 2025 Jan 27, 2026
Police & Firemen's Retirement System of New Jersey History Added to 8,480 171 0.0% 0.0% 103 +188 2.27% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 7,113 143 0.02% 0.01% 104 +4,336 156.14% Q4 2025 Feb 11, 2026
KLP KAPITALFORVALTNING AS History New 6,100 123 0.0% 105 +6,100 New Q4 2025 Jan 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 6,090 122 0.0% 0.0% 106 +557 10.07% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 5,889 119 0.0% 0.0% 107 -1,350 -18.65% Q4 2025 Jan 26, 2026
RiverPark Advisors, LLC History Added to 3,398 68 0.02% 0.02% 108 +1,987 140.82% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 3,224 65 0.0% 0.0% 109 +1,639 103.41% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 3,220 65 0.0% 0.01% 110 -1,169 -26.63% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 2,571 51 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 2,494 50 0.0% 0.0% 112 +46 1.88% Q4 2025 Feb 17, 2026
Newbridge Financial Services Group, Inc. History No change 1,950 39 0.01% 0.01% 113 0 0.0% Q4 2025 Jan 21, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,782 35 0.0% 0.0% 114 +281 18.72% Q4 2025 Jan 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,754 35 0.0% 0.0% 115 -29 -1.63% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 1,570 31 0.0% 0.0% 117 +104 7.09% Q4 2025 Jan 05, 2026
Rockefeller Capital Management L.P. History No change 1,583 31 0.0% 0.0% 116 0 0.0% Q4 2025 Mar 16, 2026
Versant Capital Management, Inc History Added to 1,321 26 0.0% 0.0% 118 +181 15.88% Q4 2025 Jan 08, 2026
TD Waterhouse Canada Inc. History No change 1,250 25 0.0% 0.0% 119 0 0.0% Q4 2025 Jan 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,043 21 0.0% 0.0% 120 +188 21.99% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,029 20 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 17, 2026
Gould Capital, LLC History No change 1,000 20 0.01% 0.02% 122 0 0.0% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 966 19 0.0% 0.0% 123 +111 12.98% Q4 2025 Jan 23, 2026
AMALGAMATED BANK History Reduced 895 18 0.0% 0.0% 124 -83 -8.49% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 873 17 0.0% 0.0% 125 -310 -26.2% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 834 16 0.0% 126 +834 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History No change 794 16 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History Reduced 650 13 0.0% 0.0% 128 -250 -27.78% Q4 2025 Feb 20, 2026
MCF Advisors LLC History Added to 637 12 0.0% 0.0% 129 +314 97.21% Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 629 12 0.0% 0.0% 130 -46 -6.81% Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Added to 584 11 0.0% 0.0% 131 +445 320.14% Q4 2025 Feb 06, 2026
CURIO WEALTH, LLC History No change 500 11 0.0% 0.01% 132 0 0.0% Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History Added to 544 10 0.0% 133 +540 13500.0% Q4 2025 Feb 12, 2026
McIlrath & Eck, LLC History No change 531 10 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 03, 2026
Sterling Capital Management LLC History Added to 480 9 0.0% 0.0% 135 +37 8.35% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History New 366 7 0.0% 136 +366 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 310 6 0.0% 0.0% 137 +261 532.65% Q4 2025 Feb 06, 2026
SUMMIT SECURITIES GROUP LLC History New 213 4 0.0% 138 +213 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 173 3 0.0% 140 +171 8550.0% Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 132 3 0.0% 139 +132 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 100 2 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 10, 2026
TSFG, LLC History No change 100 2 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 134 2 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History New 58 1 0.0% 148 +58 New Q4 2025 Feb 13, 2026
Costello Asset Management, INC History New 50 1 0.0% 145 +50 New Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History New 50 1 0.0% 147 +50 New Q4 2025 Feb 06, 2026
Darwin Wealth Management, LLC History No change 57 1 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 22, 2026
Fortitude Family Office, LLC History No change 60 1 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 15, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -78,340 -100.0% Q3 2025 Nov 07, 2025
Virtu Financial LLC History Closed out 0 0 0.12% -72,057 -100.0% Q3 2025 Nov 14, 2025
Informed Momentum Co LLC History Closed out 0 0 0.13% -38,538 -100.0% Q3 2025 Nov 14, 2025
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -37,634 -100.0% Q3 2025 Nov 12, 2025
ESSEX INVESTMENT MANAGEMENT CO LLC History Closed out 0 0 0.16% -34,005 -100.0% Q3 2025 Nov 06, 2025
Caption Management, LLC History Closed out 0 0 0.01% -27,900 -100.0% Q3 2025 Nov 14, 2025
ARS Investment Partners, LLC History Closed out 0 0 0.04% -18,024 -100.0% Q3 2025 Oct 15, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -13,172 -100.0% Q3 2025 Nov 14, 2025
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.0% -10,768 -100.0% Q3 2025 Nov 14, 2025
WEDBUSH SECURITIES INC History Closed out 0 0 0.01% -10,198 -100.0% Q3 2025 Nov 06, 2025
Bridgewater Associates, LP History Closed out 0 0 0.0% -8,394 -100.0% Q3 2025 Nov 13, 2025
CIM, LLC History Closed out 0 0 0.03% -8,074 -100.0% Q3 2025 Nov 14, 2025
Clarity Financial LLC History Closed out 0 0 0.02% -7,624 -100.0% Q3 2025 Oct 10, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -7,600 -100.0% Q3 2025 Nov 14, 2025
FORA Capital, LLC History Closed out 0 0 0.04% -7,199 -100.0% Q3 2025 Nov 13, 2025
SG Americas Securities, LLC History Closed out 0 0 0.0% -7,102 -100.0% Q3 2025 Oct 23, 2025
Creative Planning History Closed out 0 0 0.0% -6,821 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.03% -3,180 -100.0% Q3 2025 Dec 15, 2025
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -1,790 -100.0% Q3 2025 Nov 14, 2025
IFP Advisors, Inc History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Feb 06, 2026
Truvestments Capital LLC History Closed out 0 0 0.0% -217 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -138 -100.0% Q3 2025 Oct 08, 2025
SIGNATUREFD, LLC History New 36 0 +36 New Q4 2025 Jan 20, 2026
Caitong International Asset Management Co., Ltd History New 32 0 +32 New Q4 2025 Mar 03, 2026
Allworth Financial LP History New 27 0 +27 New Q4 2025 Feb 05, 2026
Covestor Ltd History Reduced 5 0 0.0% -18 -78.26% Q4 2025 Feb 06, 2026
Rachor Investment Advisory Services, LLC History New 18 0 +18 New Q4 2025 Jan 30, 2026
Kilter Group LLC History New 13 0 +13 New Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Closed out 0 0 -11 -100.0% Q3 2025 Nov 10, 2025
US BANCORP \DE\ History New 10 0 +10 New Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 18, 2025
ORG Partners LLC History No change 30 0 0 0.0% Q4 2025 Jan 14, 2026