Arteris, Inc. - AIP

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
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 3,927,500 190,837 5.74% 5.74% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 3,295,511 160,128 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,513,992 73,564 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 1,499,096 72,841 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 1,411,787 68,598 0.1% 0.1% 5 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,252,430 60,822 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 1,065,102 51,753 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 1,008,092 48,983 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 981,795 47,705 0.17% 0.17% 9 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 885,754 43,049 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 867,221 42,138 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 818,720 39,781 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 600,609 29,183 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 525,712 25,544 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 500,200 24,304 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 470,214 22,847 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 457,778 22,243 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 443,481 21,549 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 437,179 21,242 1.13% 1.13% 19 0 0.0% Q2 2026 Aug 14, 2026
Samjo Management, LLC History No change 340,010 16,521 5.64% 5.64% 20 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 303,876 14,765 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 296,800 14,403 1.95% 1.95% 22 0 0.0% Q2 2026 Jul 23, 2026
NORTHERN TRUST CORP History No change 294,983 14,333 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
THAMES CAPITAL MANAGEMENT LLC History No change 293,973 14,284 1.17% 1.17% 24 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 288,853 14,035 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 287,396 13,964 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 280,894 13,648 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 262,023 12,731 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 241,991 11,758 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 239,276 11,626 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 238,772 11,601 0.14% 0.14% 31 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 229,643 11,159 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 220,086 10,694 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 219,311 10,656 0.07% 0.07% 34 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 216,984 10,543 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 208,522 10,132 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 202,399 9,834 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Reduced 392,193 9,271 0.01% 0.02% 38 -61,204 -13.5% Q3 2026 Nov 02, 2026
G2 Investment Partners Management LLC History No change 183,386 8,910 1.62% 1.62% 39 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 165,700 8,051 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 165,627 8,047 0.0% 0.0% 41 0 0.0% Q2 2026 Sep 02, 2026
Informed Momentum Co LLC History No change 162,933 7,916 0.71% 0.71% 42 0 0.0% Q2 2026 Aug 13, 2026
Granahan Investment Management, LLC History No change 160,415 7,794 0.28% 0.28% 43 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 162,049 7,767 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 158,175 7,685 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 157,891 7,671 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 151,909 7,381 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 148,874 7,233 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 145,477 7,068 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 142,200 6,909 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 135,459 6,415 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 268,987 6,358 0.94% 1.77% 52 -8,678 -3.13% Q3 2026 Oct 19, 2026
IMC-Chicago, LLC History No change 126,435 6,143 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL WACE, LLP History No change 107,939 5,244 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 105,208 5,112 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 102,952 5,002 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 98,349 4,778 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 06, 2026
CenterBook Partners LP History New 195,954 4,632 0.21% — 58 +195,954 New Q3 2026 Nov 02, 2026
Legato Capital Management LLC History No change 93,679 4,551 0.38% 0.38% 59 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 91,199 4,431 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 86,161 4,186 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 81,108 3,941 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 147,237 3,480 0.0% 0.0% 63 +95,507 184.63% Q3 2026 Nov 04, 2026
Walleye Capital LLC History No change 67,408 3,275 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 03, 2026
Swiss National Bank History No change 66,100 3,211 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 65,877 3,200 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 64,032 3,131 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 56,600 2,750 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 53,542 2,601 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 51,769 2,515 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 45,872 2,228 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 14, 2026
WHITE PINE CAPITAL LLC History No change 44,625 2,168 0.51% 0.51% 72 0 0.0% Q2 2026 Aug 05, 2026
WELLS FARGO & COMPANY/MN History No change 42,430 2,061 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 41,981 2,039 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 17, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 40,849 1,984 0.11% 0.11% 75 0 0.0% Q2 2026 Aug 13, 2026
Harvest Investment Services, LLC History No change 39,564 1,922 0.3% 0.3% 76 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 37,593 1,826 0.1% 0.1% 77 0 0.0% Q2 2026 Aug 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 37,200 1,807 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 24, 2026
Squarepoint Ops LLC History No change 36,731 1,784 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 36,374 1,767 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
Numerai GP LLC History No change 35,870 1,742 0.14% 0.14% 81 0 0.0% Q2 2026 Aug 14, 2026
Affinity Capital Advisors, LLC History Reduced 71,152 1,596 0.19% 0.31% 82 -54 -0.08% Q3 2026 Oct 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 32,535 1,580 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 29,713 1,443 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 27,725 1,347 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 27,353 1,329 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 25,311 1,229 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 25,058 1,217 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 24,510 1,190 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 24,129 1,172 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 23,522 1,142 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History New 47,261 1,117 0.02% — 92 +47,261 New Q3 2026 Oct 16, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 22,898 1,112 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,734 1,104 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 19, 2026
STRS OHIO History Added to 45,500 1,075 0.0% 0.0% 95 +23,800 109.68% Q3 2026 Oct 30, 2026
Spark Investment Management LLC History No change 22,100 1,073 2.09% 2.09% 96 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 21,595 1,049 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 20,773 1,009 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 20,604 1,001 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 19,934 968 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 38,720 915 0.0% 0.0% 101 +6,050 18.52% Q3 2026 Nov 02, 2026
Scientech Research LLC History No change 16,690 810 0.66% 0.66% 102 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 16,642 808 0.2% 0.2% 103 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 16,127 783 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 15,433 749 0.0% 0.0% 105 0 0.0% Q2 2026 Sep 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 15,300 743 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 14,260 692 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 13,700 665 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 13,604 661 0.07% 0.07% 109 0 0.0% Q2 2026 Aug 06, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 13,522 657 0.11% 0.11% 110 0 0.0% Q2 2026 Aug 04, 2026
Schonfeld Strategic Advisors LLC History No change 12,769 620 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,508 607 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 26,412 603 0.0% 0.0% 113 -17,297 -39.57% Q3 2026 Oct 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,300 597 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 29, 2026
PRUDENTIAL FINANCIAL INC History No change 12,035 584 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
PEAK6 LLC History No change 11,800 573 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 34,538 567 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,901 529 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 10,544 512 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,329 501 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 23, 2026
Corient Private Wealth LP History No change 9,690 470 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 9,335 453 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 09, 2026
Arax Advisory Partners History No change 9,342 453 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 10, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 9,109 442 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 8,818 428 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History Reduced 17,343 409 0.01% 0.03% 126 -3,267 -15.85% Q3 2026 Oct 27, 2026
Vanguard Investments Australia, Ltd. History No change 8,321 404 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History New 17,194 399 0.02% — 128 +17,194 New Q3 2026 Nov 04, 2026
Caitong International Asset Management Co., Ltd History Added to 16,723 395 0.04% 0.02% 129 +14,119 542.2% Q3 2026 Oct 29, 2026
WINTON GROUP Ltd History No change 7,900 383 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 07, 2026
Entropy Technologies, LP History No change 7,800 379 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,619 370 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 7,500 364 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 7,368 358 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 7,190 349 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 7,101 345 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 7,094 344 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
Harbour Capital Advisors, LLC History New 14,400 340 0.06% — 138 +14,400 New Q3 2026 Oct 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 6,777 329 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 6,790 329 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 6,696 325 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Investment Partners, LLC History No change 6,683 324 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 07, 2026
Olympiad Research LP History Added to 13,054 308 0.4% 0.44% 143 +8,667 197.56% Q3 2026 Nov 04, 2026
FIRST TRUST ADVISORS LP History No change 5,961 289 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 5,764 280 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 11,720 277 0.07% 0.2% 146 -3,989 -25.39% Q3 2026 Oct 06, 2026
TD ASSET MANAGEMENT INC History No change 5,690 276 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 5,639 274 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 11,395 269 0.0% 0.0% 149 +1,127 10.98% Q3 2026 Oct 28, 2026
SIMPLEX TRADING, LLC History Reduced 10,978 259 0.0% 0.0% 150 -2,922 -21.02% Q3 2026 Nov 04, 2026
OSAIC HOLDINGS, INC. History No change 5,231 254 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,145 250 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 5,104 248 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 10,404 245 0.0% 0.0% 154 +1,308 14.38% Q3 2026 Nov 03, 2026
AlphaCore Capital LLC History Added to 10,362 244 0.0% 0.01% 155 +720 7.47% Q3 2026 Nov 04, 2026
FORA Capital, LLC History No change 4,951 240 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 4,914 238 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 27, 2026
Brevan Howard Capital Management LP History No change 4,840 235 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 4,828 234 0.02% 0.02% 159 0 0.0% Q2 2026 Jul 31, 2026
Proficio Capital Partners LLC History No change 4,745 230 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History New 9,540 225 0.02% — 161 +9,540 New Q3 2026 Oct 29, 2026
MANGROVE PARTNERS IM, LLC History No change 4,558 221 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 4,351 211 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,736 181 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 3,255 158 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 3,178 154 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 2,747 133 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,714 111 0.0% 0.0% 168 +1,690 55.89% Q3 2026 Oct 20, 2026
TD Waterhouse Canada Inc. History New 4,000 95 0.0% — 169 +4,000 New Q3 2026 Oct 16, 2026
Allworth Financial LP History No change 1,797 87 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History Added to 3,098 73 0.0% 0.0% 171 +585 23.28% Q3 2026 Nov 04, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,100 53 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 2,023 47 0.0% 0.0% 173 +112 5.86% Q3 2026 Oct 08, 2026
State of Wyoming History Reduced 1,897 44 0.0% 0.02% 174 -1,505 -44.24% Q3 2026 Oct 28, 2026
Farther Finance Advisors, LLC History Added to 1,730 40 0.0% 0.0% 175 +890 105.95% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Added to 1,197 28 0.0% 0.0% 176 +1,029 612.5% Q3 2026 Oct 22, 2026
Clearstead Advisors, LLC History No change 550 26 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History Reduced 1,023 24 0.0% 0.0% 178 -76 -6.92% Q3 2026 Oct 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 439 21 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Reduced 860 20 0.0% 0.0% 180 -290 -25.22% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 437 18 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 638 15 0.0% — 182 +630 7875.0% Q3 2026 Nov 03, 2026
Fortitude Family Office, LLC History Added to 570 13 0.0% 0.0% 183 +432 313.04% Q3 2026 Oct 14, 2026
Essential Partners LLC History Reduced 546 12 0.01% 0.02% 184 -307 -35.99% Q3 2026 Oct 14, 2026
SJS Investment Consulting Inc. History Added to 477 11 0.0% 0.0% 185 +406 571.83% Q3 2026 Oct 26, 2026
IFP Advisors, Inc History Reduced 448 10 0.0% 0.0% 186 -11 -2.4% Q3 2026 Oct 16, 2026
Owl Creek Wealth Partners LLC History No change 460 10 0.0% 0.01% 187 0 0.0% Q3 2026 Oct 20, 2026
Provenance Wealth Advisors, LLC History New 325 7 0.0% — 188 +325 New Q3 2026 Oct 30, 2026
True Wealth Design, LLC History Added to 282 6 0.0% 0.0% 191 +30 11.9% Q3 2026 Oct 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 126 6 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 07, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 140 6 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 117 5 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 116 5 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 108 5 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
DeDora Capital, Inc. History New 208 4 0.0% — 197 +208 New Q3 2026 Oct 26, 2026
WOLFF WIESE MAGANA LLC History New 200 4 0.0% — 198 +200 New Q3 2026 Oct 15, 2026
Root Financial Partners, LLC History New 194 4 0.0% — 200 +194 New Q3 2026 Oct 21, 2026
Ascentis Independent Advisors History New 170 4 0.0% — 199 +170 New Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History No change 87 4 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 102 4 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 63 3 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History New 96 2 0.0% — 203 +96 New Q3 2026 Oct 20, 2026
Global Retirement Partners, LLC History No change 60 2 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History New 81 1 0.0% — 206 +81 New Q3 2026 Oct 26, 2026
CoreCap Advisors, LLC History Added to 63 1 0.0% 0.0% 204 +19 43.18% Q3 2026 Oct 08, 2026
Hughes Financial Services, LLC History Added to 80 1 0.0% 0.0% 205 +1 1.27% Q3 2026 Oct 30, 2026
Huntleigh Advisors, Inc. History Closed out 0 0 — 0.43% — -63,321 -100.0% Q3 2026 Nov 03, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.07% — -54,500 -100.0% Q3 2026 Nov 04, 2026
Vise Technologies, Inc. History Closed out 0 0 — 0.01% — -18,595 -100.0% Q3 2026 Oct 28, 2026
Net Worth Advisory Group History Closed out 0 0 — 0.15% — -12,179 -100.0% Q3 2026 Oct 19, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 — 0.0% — -8,269 -100.0% Q3 2026 Nov 02, 2026
BlueSky Wealth Advisors, LLC History Closed out 0 0 — 0.04% — -6,947 -100.0% Q3 2026 Oct 29, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,655 -100.0% Q3 2026 Nov 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 — 0.0% — -6,585 -100.0% Q3 2026 Nov 02, 2026
Pictet Asset Management Holding SA History Closed out 0 0 — 0.0% — -5,416 -100.0% Q3 2026 Nov 03, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -4,587 -100.0% Q3 2026 Oct 28, 2026
Wilmington Savings Fund Society, FSB History Closed out 0 0 — 0.0% — -2,755 -100.0% Q3 2026 Oct 23, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -590 -100.0% Q3 2026 Oct 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -51 -100.0% Q3 2026 Oct 07, 2026
ASSETMARK, INC History New 34 0 — — — +34 New Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History New 21 0 — — — +21 New Q3 2026 Oct 27, 2026
Covestor Ltd History Reduced 9 0 — 0.0% — -6 -40.0% Q3 2026 Oct 30, 2026
Ascentis Wealth Management, LLC History New 3 0 — — — +3 New Q3 2026 Nov 03, 2026
Monetary Solutions, Ltd History New 3 0 — — — +3 New Q3 2026 Oct 22, 2026
HARBOUR INVESTMENTS, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Persistent Asset Partners Ltd History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026