Powerfleet, Inc. - AIOT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 10,310,458 39,489 0.0% 0.0% 1 +343,727 3.45% Q2 2026 Aug 07, 2026
Private Capital Management, LLC History Reduced 7,462,763 28,582 2.52% 2.29% 2 -14,095 -0.19% Q2 2026 Aug 14, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Reduced 6,258,600 23,970 0.41% 0.46% 3 -1,057,572 -14.46% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 5,731,137 21,950 0.58% 0.49% 4 +218,615 3.97% Q2 2026 Jul 31, 2026
ROYCE & ASSOCIATES LP History Added to 5,544,177 21,234 0.17% 0.15% 5 +561,859 11.28% Q2 2026 Aug 14, 2026
325 CAPITAL LLC History Added to 5,283,000 20,233 4.82% 4.31% 6 +1,445,590 37.67% Q2 2026 Aug 14, 2026
Samjo Management, LLC History Added to 5,254,422 20,124 6.87% 5.32% 7 +1,262,305 31.62% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 5,121,794 19,616 0.0% 0.0% 8 +11,142 0.22% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,190,798 16,050 0.0% 0.0% 9 +61,128 1.48% Q2 2026 Aug 11, 2026
CenterBook Partners LP History Added to 4,107,647 15,732 0.77% 0.57% 10 +666,124 19.36% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History Added to 3,984,734 15,261 0.17% 0.12% 11 +853,990 27.28% Q2 2026 Aug 03, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 3,912,355 14,984 0.0% 0.0% 12 +238,317 6.49% Q2 2026 Aug 13, 2026
AWM Investment Company, Inc. History Reduced 3,840,463 14,708 1.28% 1.6% 13 -861,043 -18.31% Q2 2026 Aug 14, 2026
STATE STREET CORP History Reduced 3,266,242 12,509 0.0% 0.0% 14 -109,053 -3.23% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,257,398 12,478 0.0% 0.0% 15 +192,658 6.29% Q2 2026 Aug 12, 2026
WASATCH ADVISORS LP History Added to 2,608,977 9,992 0.07% 0.05% 16 +367,248 16.38% Q2 2026 Jul 09, 2026
Kopion Asset Management, LLC History Reduced 2,424,288 9,285 5.87% 5.84% 17 -12,324 -0.51% Q2 2026 Jul 06, 2026
Bandera Partners LLC History No change 2,381,666 9,121 3.21% 3.32% 18 0 0.0% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 2,352,695 9,010 0.16% 0.13% 19 +339,040 16.84% Q2 2026 Aug 14, 2026
GRIZZLYROCK CAPITAL, LLC History Added to 1,794,303 6,872 4.81% 0.98% 20 +1,392,881 346.99% Q2 2026 Aug 14, 2026
Lynrock Lake LP History No change 1,417,873 5,430 0.34% 0.3% 21 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,268,663 4,858 0.01% 0.01% 22 -262,062 -17.12% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 1,163,856 4,457 0.0% 0.0% 23 +485,073 71.46% Q2 2026 Aug 13, 2026
1492 Capital Management LLC History Reduced 1,159,473 4,440 1.31% 1.45% 24 -77,690 -6.28% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History Added to 1,078,464 4,130 0.0% 0.0% 25 +15,700 1.48% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,061,692 4,066 0.0% 0.0% 26 +90,154 9.28% Q2 2026 Aug 14, 2026
Bastion Asset Management Inc. History Reduced 1,136,609 4,037 1.37% 2.15% 27 -806,771 -41.51% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History Added to 936,327 3,586 0.01% 0.01% 28 +955 0.1% Q2 2026 Aug 11, 2026
Potomac Capital Management, Inc. History Added to 912,000 3,492 2.38% 2.44% 29 +800 0.09% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 839,446 3,215 0.0% 0.0% 30 -824,810 -49.56% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 786,523 3,012 0.0% 0.0% 31 +10,256 1.32% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Added to 747,436 2,862 0.0% 0.0% 32 +191,816 34.52% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 653,774 2,503 0.09% 0.11% 33 +235 0.04% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 642,466 2,460 0.0% 0.0% 34 +130,185 25.41% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 595,001 2,278 0.0% 0.0% 35 -182,684 -23.49% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History Added to 526,120 2,015 0.0% 0.0% 36 +228,058 76.51% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 514,206 1,969 0.0% 0.0% 37 -606,015 -54.1% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 512,435 1,962 0.0% 0.0% 38 +142,470 38.51% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History Reduced 428,790 1,642 0.03% 0.03% 39 -4,160 -0.96% Q2 2026 Aug 14, 2026
Ionic Capital Management LLC History Reduced 423,936 1,623 0.24% 0.12% 40 -128,760 -23.3% Q2 2026 Aug 14, 2026
Occam Crest Management LP History New 350,000 1,400 0.73% 41 +350,000 New Q2 2026 Aug 14, 2026
Nuveen, LLC History Reduced 345,281 1,322 0.0% 0.0% 42 -2,875,935 -89.28% Q2 2026 Aug 11, 2026
Long Focus Capital Management, LLC History No change 337,504 1,292 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 328,290 1,257 0.0% 0.0% 44 +19,437 6.29% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History Added to 309,101 1,183 0.0% 0.0% 45 +9,906 3.31% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History Added to 298,600 1,143 0.06% 0.06% 46 +2,000 0.67% Q2 2026 Jul 28, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 281,722 1,078 0.08% 0.1% 47 -200,307 -41.55% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History Added to 274,381 1,050 0.0% 0.0% 48 +249,523 1003.79% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History Reduced 267,917 1,026 0.23% 0.22% 49 -13,633 -4.84% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History Added to 247,995 949 0.0% 0.0% 50 +78,923 46.68% Q2 2026 Aug 06, 2026
Cardinal Point Capital Management ULC History Added to 233,300 893 0.05% 0.03% 51 +97,500 71.8% Q2 2026 Jul 14, 2026
DEUTSCHE BANK AG\ History Added to 232,869 891 0.0% 0.0% 52 +25,280 12.18% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 222,041 850 0.0% 0.0% 53 -4,884 -2.15% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 221,382 847 0.0% 0.0% 54 -74,911 -25.28% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History No change 220,152 843 0.04% 0.03% 55 0 0.0% Q2 2026 Jul 23, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 205,127 785 0.02% 0.01% 56 -1,787 -0.86% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 189,887 727 0.0% 0.0% 57 +6,710 3.66% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Reduced 177,671 680 0.0% 0.0% 58 -7,424 -4.01% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 176,736 676 0.01% 0.0% 59 +119,288 207.65% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 175,479 672 0.03% 0.04% 60 +6,005 3.54% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 168,835 646 0.0% 0.0% 61 -54,536 -24.41% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Added to 167,581 641 0.0% 0.0% 62 +128,569 329.56% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Added to 159,626 611 0.0% 0.0% 63 +10,380 6.95% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 154,474 591 0.0% 0.0% 64 -197,081 -56.06% Q2 2026 Aug 14, 2026
Invesco Ltd. History Added to 148,529 568 0.0% 0.0% 65 +11,573 8.45% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History Added to 139,904 535 0.0% 0.0% 66 +54,469 63.75% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History New 136,970 524 0.02% 67 +136,970 New Q2 2026 Aug 07, 2026
Cetera Investment Advisers History Reduced 132,257 506 0.0% 0.0% 68 -17,572 -11.73% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History Reduced 133,267 501 0.0% 0.0% 69 -2,934 -2.15% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History Added to 129,796 497 0.0% 0.0% 70 +47,803 58.3% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 113,180 433 0.0% 0.0% 71 +17,615 18.43% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Added to 108,258 414 0.0% 0.0% 72 +59,889 123.82% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 108,037 413 0.0% 0.0% 73 -3,121 -2.81% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 106,643 409 0.0% 0.0% 74 +21,318 24.98% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Added to 98,285 379 0.0% 0.0% 75 +33,553 51.83% Q2 2026 Aug 14, 2026
Man Group plc History Added to 97,458 373 0.0% 0.0% 76 +22,179 29.46% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 95,100 364 0.0% 0.0% 77 +36,200 61.46% Q2 2026 Aug 14, 2026
Hodges Capital Management Inc. History Reduced 75,485 289 0.02% 0.05% 78 -126,500 -62.63% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History Added to 75,705 289 0.0% 0.0% 79 +43,209 132.97% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 74,623 285 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 24, 2026
Clear Harbor Asset Management, LLC History Added to 72,295 276 0.02% 0.01% 81 +2,395 3.43% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 88,030 271 0.0% 0.0% 82 +26,490 43.05% Q2 2026 Aug 14, 2026
CONNORS INVESTOR SERVICES INC History Added to 69,084 264 0.02% 0.02% 83 +15,000 27.73% Q2 2026 Aug 14, 2026
Creative Planning History Added to 65,336 250 0.0% 0.0% 84 +32,063 96.36% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History New 59,683 228 0.0% 85 +59,683 New Q2 2026 Aug 06, 2026
CITIGROUP INC History Added to 59,149 226 0.0% 0.0% 86 +49,224 495.96% Q2 2026 Aug 03, 2026
Riverwater Partners LLC History No change 57,570 220 0.07% 0.06% 87 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History Reduced 55,689 213 0.05% 0.12% 88 -174,449 -75.8% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 48,796 186 0.0% 0.0% 89 -1,797 -3.55% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 48,304 185 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History Added to 46,423 177 0.02% 0.01% 91 +1,620 3.62% Q2 2026 Jul 20, 2026
JANUS HENDERSON GROUP PLC History No change 51,400 158 0.0% 0.0% 92 0 0.0% Q1 2026 May 18, 2026
AXQ CAPITAL, LP History Reduced 40,929 156 0.02% 0.02% 93 -7,040 -14.68% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History Added to 40,529 155 0.0% 0.0% 94 +9,491 30.58% Q2 2026 Aug 12, 2026
Clarus Group, Inc. History Added to 40,000 153 0.05% 0.03% 96 +14,210 55.1% Q2 2026 Jul 24, 2026
Argos Wealth Advisors, LLC History Reduced 39,977 153 0.04% 0.05% 95 -12,514 -23.84% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 37,910 145 0.0% 0.0% 97 -9,450 -19.95% Q2 2026 Aug 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 37,432 143 0.0% 0.0% 98 +4,876 14.98% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History Added to 36,325 139 0.0% 0.0% 99 +17,260 90.53% Q2 2026 Aug 12, 2026
Shay Capital LLC History Reduced 36,000 137 0.01% 0.01% 100 -16,081 -30.88% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 34,800 133 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History Reduced 33,946 130 0.0% 0.0% 102 -48,564 -58.86% Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History Added to 34,059 130 0.0% 0.0% 103 +7,633 28.88% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,105 130 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 33,751 129 0.0% 0.0% 105 -427 -1.25% Q2 2026 Sep 09, 2026
Rothschild Wealth LLC History Reduced 33,824 129 0.01% 0.01% 106 -347 -1.02% Q2 2026 Aug 11, 2026
GROUP ONE TRADING LLC History Added to 32,266 123 0.0% 0.0% 107 +19,698 156.73% Q2 2026 Aug 13, 2026
First Dallas Securities Inc. History Reduced 29,750 113 0.04% 0.05% 108 -16,700 -35.95% Q2 2026 Aug 03, 2026
Krilogy Financial LLC History Added to 27,877 106 0.0% 0.0% 109 +10,592 61.28% Q2 2026 Jul 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 26,076 99 0.0% 0.0% 110 +3,357 14.78% Q2 2026 Aug 12, 2026
Tripletail Wealth Management, LLC History New 21,070 92 0.11% 112 +21,070 New Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 24,089 92 0.0% 0.0% 111 +7,570 45.83% Q2 2026 Aug 03, 2026
R Squared Ltd History Reduced 23,769 91 0.05% 0.04% 113 -1,466 -5.81% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 22,204 85 0.0% 0.0% 114 +10,799 94.69% Q2 2026 Aug 19, 2026
ROYAL BANK OF CANADA History Added to 21,817 84 0.0% 0.0% 115 +10,584 94.22% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History Added to 22,052 84 0.0% 0.0% 116 +683 3.2% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 22,000 84 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History Reduced 21,618 82 0.0% 0.0% 118 -4,847 -18.31% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History Added to 20,947 80 0.0% 0.0% 119 +3,295 18.67% Q2 2026 Aug 05, 2026
Worth Venture Partners, LLC History New 18,900 72 0.16% 120 +18,900 New Q2 2026 Aug 10, 2026
US BANCORP \DE\ History Added to 18,555 71 0.0% 0.0% 121 +17,995 3213.39% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 18,094 69 0.0% 0.0% 122 -8,692 -32.45% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 18,115 69 0.0% 0.0% 123 +6,816 60.32% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History Reduced 17,987 68 0.0% 0.0% 124 -494 -2.67% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 16,780 64 0.0% 0.0% 125 -1,241 -6.89% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 14,699 62 0.0% 126 +14,699 New Q2 2026 Jul 15, 2026
Sequoia Financial Advisors, LLC History New 16,139 61 0.0% 128 +16,139 New Q2 2026 Jul 17, 2026
Hurley Capital, LLC History Added to 16,000 61 0.03% 0.01% 127 +10,000 166.67% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History Added to 15,581 59 0.0% 0.0% 129 +5,662 57.08% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History Added to 15,295 58 0.0% 0.0% 130 +30 0.2% Q2 2026 Jul 09, 2026
Mill Road Capital Management LLC History No change 15,100 57 0.03% 0.02% 131 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 14,422 55 0.0% 0.0% 132 +136 0.95% Q2 2026 Aug 07, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 14,179 54 0.01% 133 +14,179 New Q2 2026 Aug 14, 2026
Bienville Capital Management, LLC History New 14,095 53 0.01% 134 +14,095 New Q2 2026 Aug 13, 2026
Legal & General Group Plc History Reduced 12,431 47 0.0% 0.0% 135 -87,670 -87.58% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History New 12,313 47 0.0% 137 +12,313 New Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 12,448 47 0.02% 0.01% 136 0 0.0% Q2 2026 Jul 20, 2026
SIMON QUICK ADVISORS, LLC History New 12,155 46 0.0% 139 +12,155 New Q2 2026 Jul 28, 2026
XPONANCE LLC History Added to 12,231 46 0.0% 0.0% 138 +1,045 9.34% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History Added to 11,140 42 0.0% 0.0% 140 +704 6.75% Q2 2026 Jul 31, 2026
FIDUCIARY TRUST CO History New 10,687 40 0.0% 141 +10,687 New Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 10,385 39 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
CWM, LLC History No change 12,722 39 0.0% 0.0% 143 0 0.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 8,203 31 0.0% 0.0% 144 -3,715 -31.17% Q2 2026 Aug 11, 2026
Arax Advisory Partners History Added to 7,331 28 0.0% 0.0% 145 +6,646 970.22% Q2 2026 Aug 10, 2026
State of Wyoming History Reduced 6,998 26 0.0% 0.02% 146 -44,813 -86.49% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History No change 6,059 23 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History Added to 5,442 20 0.0% 148 +5,397 11993.33% Q2 2026 Aug 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Reduced 4,803 18 0.0% 0.0% 149 -68,673 -93.46% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Reduced 4,000 17 0.0% 0.0% 151 -4,500 -52.94% Q2 2026 Jul 27, 2026
Allworth Financial LP History Added to 4,623 17 0.0% 0.0% 150 +1,224 36.01% Q2 2026 Aug 11, 2026
FMR LLC History Reduced 3,500 13 0.0% 0.0% 152 -2,772 -44.2% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 2,583 9 0.0% 0.0% 153 -1,560 -37.65% Q2 2026 Jul 28, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,741 6 0.0% 0.0% 155 -108,027 -98.41% Q2 2026 Aug 24, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,773 6 0.0% 0.0% 154 -50 -2.74% Q2 2026 Aug 10, 2026
Atlatl Advisers LLC History New 1,547 5 0.0% 156 +1,547 New Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History Reduced 1,187 4 0.0% 0.0% 158 -268 -18.42% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,276 4 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
Strengthening Families & Communities, LLC History No change 1,279 4 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History New 589 2 0.0% 161 +589 New Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 751 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History Reduced 468 1 0.0% 0.0% 166 -528 -53.01% Q2 2026 Aug 12, 2026
Spire Wealth Management History New 350 1 0.0% 167 +350 New Q2 2026 Jul 15, 2026
IFP Advisors, Inc History Reduced 263 1 0.0% 0.0% 163 -313 -54.34% Q2 2026 Jul 20, 2026
Covestor Ltd History New 161 1 0.0% 168 +161 New Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 424 1 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History No change 475 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 343 1 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Closed out 0 0 0.03% -1,272,840 -100.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -1,198,563 -100.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -532,804 -100.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -483,802 -100.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -465,079 -100.0% Q2 2026 Aug 14, 2026
Swiss National Bank History Closed out 0 0 0.0% -236,800 -100.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 230 0 0.0% -166,477 -99.86% Q2 2026 Aug 13, 2026
Diametric Capital, LP History Closed out 0 0 0.11% -138,643 -100.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History Closed out 0 0 0.0% -112,813 -100.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -112,728 -100.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -78,122 -100.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -69,039 -100.0% Q2 2026 Aug 17, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -52,513 -100.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Closed out 0 0 0.0% -33,082 -100.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History Closed out 0 0 0.0% -27,474 -100.0% Q2 2026 Aug 13, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.03% -26,132 -100.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History Closed out 0 0 0.0% -25,800 -100.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -24,670 -100.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -22,358 -100.0% Q2 2026 Jul 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 0.0% -21,773 -100.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -21,101 -100.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.0% -19,322 -100.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History Closed out 0 0 0.0% -17,104 -100.0% Q2 2026 Jul 31, 2026
Sumitomo Mitsui Trust Group, Inc. History Closed out 0 0 0.0% -16,848 -100.0% Q2 2026 Jul 30, 2026
Maridea Wealth Management LLC History Closed out 0 0 0.01% -15,977 -100.0% Q2 2026 Aug 06, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.0% -14,245 -100.0% Q2 2026 Aug 11, 2026
Pekin Hardy Strauss, Inc. History Closed out 0 0 0.0% -14,000 -100.0% Q2 2026 Jul 30, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -12,905 -100.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History Closed out 0 0 0.0% -3,000 -100.0% Q2 2026 Jul 21, 2026
BNP Paribas Asset Management Holding S.A. History Closed out 0 0 0.0% -2,967 -100.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History Reduced 231 0 0.0% -773 -76.99% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -430 -100.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Reduced 206 0 0.0% -372 -64.36% Q2 2026 Jul 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 208 0 +208 New Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History New 200 0 +200 New Q2 2026 Sep 04, 2026
Quarry LP History New 195 0 +195 New Q2 2026 Aug 14, 2026
Marquette Asset Management, LLC History New 164 0 +164 New Q2 2026 Jul 09, 2026
MAI Capital Management History Closed out 0 0 -160 -100.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 -139 -100.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 173 0 +106 158.21% Q2 2026 Jul 17, 2026
Basecamp Wealth Advisors LLC History Added to 148 0 +47 46.53% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History Added to 48 0 +29 152.63% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 255 0 +14 5.81% Q2 2026 Aug 07, 2026
JPL Wealth Management, LLC History New 10 0 +10 New Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History New 9 0 +9 New Q2 2026 Aug 06, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 -6 -100.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 2 0 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 57 0 0 0.0% Q2 2026 Jul 22, 2026