Powerfleet, Inc. - AIOT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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 No change 10,310,458 39,489 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Private Capital Management, LLC History No change 7,462,763 28,582 2.52% 2.52% 2 0 0.0% Q2 2026 Aug 14, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History No change 6,258,600 23,970 0.41% 0.41% 3 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 5,544,177 21,234 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 14, 2026
325 CAPITAL LLC History No change 5,283,000 20,233 4.82% 4.82% 5 0 0.0% Q2 2026 Aug 14, 2026
Samjo Management, LLC History No change 5,254,422 20,124 6.87% 6.87% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,121,794 19,616 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 6,566,333 18,648 0.51% 0.58% 8 +835,196 14.57% Q3 2026 Nov 04, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,912,355 14,984 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
AWM Investment Company, Inc. History No change 3,840,463 14,708 1.28% 1.28% 10 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,733,546 13,442 0.0% 0.0% 11 +542,748 12.95% Q3 2026 Nov 04, 2026
STATE STREET CORP History No change 3,266,242 12,509 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,257,398 12,478 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History Added to 4,280,983 12,157 0.14% 0.17% 14 +296,249 7.43% Q3 2026 Oct 20, 2026
Kopion Asset Management, LLC History Added to 3,303,859 9,382 6.0% 5.87% 15 +879,571 36.28% Q3 2026 Oct 09, 2026
Bandera Partners LLC History No change 2,381,666 9,121 3.21% 3.21% 16 0 0.0% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 2,352,695 9,010 0.16% 0.16% 17 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History Reduced 3,104,081 8,815 0.4% 0.77% 18 -1,003,566 -24.43% Q3 2026 Nov 02, 2026
GRIZZLYROCK CAPITAL, LLC History No change 1,794,303 6,872 4.81% 4.81% 19 0 0.0% Q2 2026 Aug 14, 2026
Lynrock Lake LP History No change 1,417,873 5,430 0.34% 0.34% 20 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,268,663 4,858 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,163,856 4,457 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
1492 Capital Management LLC History No change 1,159,473 4,440 1.31% 1.31% 23 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 1,078,464 4,130 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,061,692 4,066 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Bastion Asset Management Inc. History No change 1,136,609 4,037 1.37% 1.37% 26 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 936,327 3,586 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 11, 2026
Potomac Capital Management, Inc. History No change 912,000 3,492 2.38% 2.38% 28 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 839,446 3,215 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 786,523 3,012 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
WASATCH ADVISORS LP History Reduced 1,053,989 2,993 0.02% 0.07% 31 -1,554,988 -59.6% Q3 2026 Oct 13, 2026
JANE STREET GROUP, LLC History No change 747,436 2,862 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 653,774 2,503 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History No change 642,466 2,460 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 595,001 2,278 0.0% 0.0% 35 0 0.0% Q2 2026 Sep 02, 2026
BANK OF AMERICA CORP /DE/ History No change 526,120 2,015 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 514,206 1,969 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 512,435 1,962 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 428,790 1,642 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 14, 2026
Ionic Capital Management LLC History No change 423,936 1,623 0.24% 0.24% 40 0 0.0% Q2 2026 Aug 14, 2026
Occam Crest Management LP History No change 350,000 1,400 0.73% 0.73% 41 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 345,281 1,322 0.0% 0.0% 42 0 0.0% 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 No change 328,290 1,257 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 309,101 1,183 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
K2 PRINCIPAL FUND, L.P. History No change 281,722 1,078 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 274,381 1,050 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
BARD ASSOCIATES INC History No change 267,917 1,026 0.23% 0.23% 48 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 247,995 949 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Point Capital Management ULC History Added to 319,100 906 0.05% 0.05% 50 +85,800 36.78% Q3 2026 Oct 21, 2026
DEUTSCHE BANK AG\ History No change 232,869 891 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 222,041 850 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History Added to 298,650 848 0.05% 0.06% 53 +50 0.02% Q3 2026 Oct 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 221,382 847 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 189,887 727 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
DBA TRADING, LLC History New 250,000 710 1.2% — 56 +250,000 New Q3 2026 Nov 04, 2026
BARCLAYS PLC History No change 177,671 680 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 176,736 676 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 168,835 646 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 226,287 642 0.01% 0.02% 60 +21,160 10.32% Q3 2026 Nov 03, 2026
FRANKLIN RESOURCES INC History No change 167,581 641 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 159,626 611 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 154,474 591 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History Reduced 203,129 576 0.02% 0.04% 64 -17,023 -7.73% Q3 2026 Oct 13, 2026
Invesco Ltd. History No change 148,529 568 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 139,904 535 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 136,970 524 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 132,257 506 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 133,267 501 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 129,796 497 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 113,180 433 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 108,258 414 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 108,037 413 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 106,643 409 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 98,285 379 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 97,458 373 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 95,100 364 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Hodges Capital Management Inc. History No change 75,485 289 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 75,705 289 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Clear Harbor Asset Management, LLC History No change 72,295 276 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 88,030 271 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
CONNORS INVESTOR SERVICES INC History No change 69,084 264 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 84,525 240 0.0% 0.0% 83 +19,189 29.37% Q3 2026 Nov 02, 2026
Quadrature Capital Ltd History No change 59,683 228 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Technology Lab Private Ltd History No change 55,689 213 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 74,623 211 0.0% 0.0% 86 0 0.0% Q3 2026 Oct 27, 2026
Riverwater Partners LLC History Added to 72,090 204 0.06% 0.07% 87 +14,520 25.22% Q3 2026 Nov 03, 2026
Schonfeld Strategic Advisors LLC History No change 48,796 186 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 48,304 185 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Added to 64,817 184 0.01% 0.0% 90 +57,819 826.22% Q3 2026 Oct 28, 2026
AXQ CAPITAL, LP History No change 40,929 156 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 40,529 155 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 37,910 145 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
BFSG, LLC History Added to 50,690 143 0.01% 0.02% 95 +4,267 9.19% Q3 2026 Oct 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 37,432 143 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 36,325 139 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
Shay Capital LLC History No change 36,000 137 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 34,800 133 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 33,946 130 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History No change 34,059 130 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,105 130 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 33,751 129 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 09, 2026
Rothschild Wealth LLC History No change 33,824 129 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 11, 2026
Clarus Group, Inc. History Added to 45,000 127 0.04% 0.05% 104 +5,000 12.5% Q3 2026 Oct 21, 2026
GROUP ONE TRADING LLC History No change 32,266 123 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
First Dallas Securities Inc. History No change 29,750 113 0.04% 0.04% 106 0 0.0% Q2 2026 Aug 03, 2026
Argos Wealth Advisors, LLC History No change 39,977 113 0.03% 0.04% 107 0 0.0% Q3 2026 Nov 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 26,076 99 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 24,089 92 0.0% 0.0% 109 0 0.0% Q2 2026 Sep 23, 2026
Tripletail Wealth Management, LLC History No change 21,070 92 0.11% 0.11% 110 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 23,769 91 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History Added to 32,904 89 0.0% 0.0% 112 +5,027 18.03% Q3 2026 Oct 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,204 85 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 19, 2026
ROYAL BANK OF CANADA History No change 21,817 84 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 22,052 84 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 22,000 84 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 06, 2026
Regal Investment Advisors LLC History No change 21,618 82 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 20,947 80 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
Worth Venture Partners, LLC History No change 18,900 72 0.16% 0.16% 119 0 0.0% Q2 2026 Aug 10, 2026
SEVEN MILE ADVISORY History New 25,266 71 0.05% — 121 +25,266 New Q3 2026 Oct 22, 2026
US BANCORP \DE\ History No change 18,555 71 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 18,094 69 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 17,987 68 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 16,139 61 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 17, 2026
Hurley Capital, LLC History No change 16,000 61 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 10, 2026
Mill Road Capital Management LLC History No change 15,100 57 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 14,422 55 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 07, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 14,179 54 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
Bienville Capital Management, LLC History No change 14,095 53 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 18,090 51 0.0% 0.0% 130 -25 -0.14% Q3 2026 Oct 23, 2026
Legal & General Group Plc History No change 12,431 47 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 12,313 47 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Blackhawk Capital Partners, LLC History No change 12,448 47 0.02% 0.02% 133 0 0.0% Q2 2026 Jul 20, 2026
ProShare Advisors LLC History Reduced 16,092 45 0.0% 0.0% 134 -688 -4.1% Q3 2026 Oct 28, 2026
FIDUCIARY TRUST CO History No change 10,687 40 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History New 13,664 39 0.0% — 137 +13,664 New Q3 2026 Oct 22, 2026
Ameritas Investment Partners, Inc. History No change 10,385 39 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 12,019 34 0.0% 0.0% 138 -212 -1.73% Q3 2026 Nov 03, 2026
SIMON QUICK ADVISORS, LLC History No change 12,155 34 0.0% 0.0% 139 0 0.0% Q3 2026 Oct 26, 2026
Tower Research Capital LLC (TRC) History No change 8,203 31 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 7,331 28 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History Added to 6,755 19 0.0% 0.0% 142 +696 11.49% Q3 2026 Oct 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 4,803 18 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 6,276 17 0.0% 0.0% 144 -52,873 -89.39% Q3 2026 Nov 04, 2026
SIMPLEX TRADING, LLC History Reduced 6,184 17 0.0% 0.0% 145 -9,397 -60.31% Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 4,623 17 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 3,500 13 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History Added to 4,377 12 0.0% 0.0% 148 +4,027 1150.57% Q3 2026 Oct 30, 2026
TD Waterhouse Canada Inc. History No change 4,000 11 0.0% 0.0% 149 0 0.0% Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History Reduced 3,416 9 0.0% 0.0% 150 -2,026 -37.23% Q3 2026 Oct 29, 2026
Parkside Financial Bank & Trust History Added to 3,000 8 0.0% — 151 +2,800 1400.0% Q3 2026 Oct 27, 2026
Sterling Capital Management LLC History Reduced 2,531 7 0.0% 0.0% 152 -52 -2.01% Q3 2026 Oct 22, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,741 6 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 24, 2026
SIGNATUREFD, LLC History Added to 1,990 5 0.0% 0.0% 155 +1,566 369.34% Q3 2026 Oct 23, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,773 5 0.0% 0.0% 154 0 0.0% Q3 2026 Oct 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,276 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 10, 2026
Strengthening Families & Communities, LLC History No change 1,279 3 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 21, 2026
Nova Financial LLC History New 1,025 2 0.0% — 161 +1,025 New Q3 2026 Nov 04, 2026
Private Wealth Management Group, LLC History New 721 2 0.0% — 160 +721 New Q3 2026 Oct 19, 2026
HUNTINGTON NATIONAL BANK History No change 589 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 751 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 411 1 0.0% 0.0% 163 -776 -65.37% Q3 2026 Nov 04, 2026
SBI Securities Co., Ltd. History Added to 559 1 0.0% — 165 +502 880.7% Q3 2026 Oct 21, 2026
GAMMA Investing LLC History Added to 462 1 0.0% — 167 +256 124.27% Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History No change 475 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 343 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 468 1 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.03% — -175,479 -100.0% Q3 2026 Oct 22, 2026
Procyon Advisors, LLC History Closed out 0 0 — 0.0% — -15,295 -100.0% Q3 2026 Oct 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 — 0.0% — -14,699 -100.0% Q3 2026 Oct 13, 2026
MGO ONE SEVEN LLC History Closed out 0 0 — 0.0% — -11,140 -100.0% Q3 2026 Oct 28, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.0% — -1,547 -100.0% Q3 2026 Oct 22, 2026
Essential Partners LLC History Closed out 0 0 — — — -231 -100.0% Q3 2026 Oct 14, 2026
Farther Finance Advisors, LLC History Closed out 0 0 — — — -173 -100.0% Q3 2026 Oct 08, 2026
Bell Investment Advisors, Inc History New 168 0 — — — +168 New Q3 2026 Oct 28, 2026
Marquette Asset Management, LLC History Closed out 0 0 — — — -164 -100.0% Q3 2026 Oct 09, 2026
IFP Advisors, Inc History Reduced 108 0 — 0.0% — -155 -58.94% Q3 2026 Oct 16, 2026
Covestor Ltd History Reduced 77 0 — 0.0% — -84 -52.17% Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History Reduced 18 0 — — — -30 -62.5% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 255 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 230 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 208 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 195 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 148 0 — — — 0 0.0% Q2 2026 Aug 14, 2026