APARTMENT INVESTMENT & MANAGEMENT CO - AIV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

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
Worth Venture Partners, LLC History Added to 44,400 263,736 1.91% 0.71% 1 +14,000 46.05% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 19,169,677 113,867 0.0% 0.0% 2 +13,011 0.07% Q4 2025 Jan 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 17,286,866 102,685 0.01% 0.01% 3 -9,500 -0.05% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 14,513,071 86,207 0.0% 0.0% 4 +471,160 3.36% Q4 2025 Feb 12, 2026
Newtyn Management, LLC History Added to 9,197,325 54,632 5.74% 7.53% 5 +1,435,479 18.49% Q4 2025 Feb 17, 2026
Silver Point Capital L.P. History New 7,406,522 43,994 1.98% 6 +7,406,522 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 5,748,175 34,144 0.0% 0.0% 7 -116,984 -1.99% Q4 2025 Feb 13, 2026
Irenic Capital Management LP History New 3,890,324 23,108 1.55% 8 +3,890,324 New Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,382,389 20,090 0.0% 0.0% 9 +52,760 1.58% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 2,687,760 15,965 0.0% 0.0% 10 -10,773 -0.4% Q4 2025 Feb 13, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History Added to 2,220,778 13,191 6.17% 3.34% 11 +839,061 60.73% Q4 2025 Feb 17, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 2,005,664 11,914 0.2% 0.23% 12 +199,547 11.05% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,001,362 11,888 0.0% 0.0% 13 +91,468 4.79% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History Reduced 1,875,000 11,137 0.29% 0.44% 14 -343,088 -15.47% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,831,534 10,879 0.0% 0.0% 15 -51,885 -2.75% Q4 2025 Feb 12, 2026
Western Standard LLC History New 1,679,924 9,978 4.6% 16 +1,679,924 New Q4 2025 Feb 03, 2026
Schonfeld Strategic Advisors LLC History Added to 1,493,532 8,871 0.04% 0.03% 17 +917,194 159.14% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,410,786 8,380 0.0% 0.02% 18 -3,030,099 -68.23% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,278,108 7,591 0.0% 0.0% 19 -189,692 -12.92% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History Added to 1,250,000 7,425 0.1% 3.45% 20 +2,423 0.19% Q4 2025 Feb 17, 2026
Argosy-Lionbridge Management, LLC History Reduced 1,137,063 6,751 4.27% 15.19% 21 -1,776,071 -60.97% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 1,072,300 6,369 0.03% 0.02% 22 +507,788 89.95% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 1,012,257 6,012 0.02% 0.02% 23 +450,281 80.12% Q4 2025 Feb 12, 2026
Centiva Capital, LP History Added to 1,010,200 6,000 0.05% 0.06% 24 +179,400 21.59% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 1,000,508 5,943 0.0% 0.0% 25 -468,486 -31.89% Q4 2025 Feb 17, 2026
Meros Investment Management, LP History Added to 995,681 5,914 2.35% 3.23% 26 +41,500 4.35% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 920,300 5,466 0.01% 27 +920,300 New Q4 2025 Feb 13, 2026
SummitTX Capital, L.P. History Added to 831,771 4,940 0.15% 0.17% 28 +306,663 58.4% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 812,959 4,828 0.11% 0.02% 29 +695,816 593.99% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 723,920 4,300 0.0% 0.0% 30 +228,082 46.0% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 711,262 4,224 0.0% 31 +711,262 New Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 678,542 4,030 0.0% 0.01% 32 -901,589 -57.06% Q4 2025 Feb 17, 2026
Union Square Park Capital Management, LLC History Added to 650,000 3,861 1.86% 0.73% 33 +390,000 150.0% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 633,398 3,762 0.0% 0.0% 34 -33,256 -4.99% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 584,121 3,469 0.0% 0.01% 35 -48,824 -7.71% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Added to 576,960 3,427 0.0% 0.0% 36 +8,773 1.54% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 564,107 3,350 0.0% 0.01% 37 -5,032,899 -89.92% Q4 2025 Mar 25, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 501,256 2,977 0.0% 0.0% 38 -88,650 -15.03% Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History Added to 494,935 2,939 0.12% 0.26% 39 +26,961 5.76% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 494,597 2,937 0.0% 0.0% 40 +856 0.17% Q4 2025 Feb 11, 2026
Nuveen, LLC History Reduced 462,476 2,747 0.0% 0.0% 41 -4,619 -0.99% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Added to 439,500 2,610 0.0% 0.0% 42 +354,914 419.59% Q4 2025 Feb 11, 2026
Ursa Fund Management, LLC History Reduced 423,600 2,516 0.1% 45.38% 43 -4,676,400 -91.69% Q4 2025 Feb 17, 2026
DLD Asset Management, LP History New 376,869 2,238 0.17% 44 +376,869 New Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 366,967 2,179 0.0% 0.0% 45 -74,923 -16.96% Q4 2025 Feb 12, 2026
Northern Right Capital Management, L.P. History New 363,042 2,156 0.57% 46 +363,042 New Q4 2025 Feb 17, 2026
CANTOR FITZGERALD, L. P. History Reduced 355,000 2,108 0.03% 0.06% 47 -455,000 -56.17% Q4 2025 Feb 17, 2026
Beverly Hills Private Wealth, LLC History Added to 330,622 1,963 0.34% 0.45% 48 +5,506 1.69% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 327,168 1,943 0.0% 0.0% 49 -214,009 -39.55% Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Added to 325,000 1,930 0.2% 0.13% 50 +155,000 91.18% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Reduced 319,583 1,898 0.03% 0.06% 51 -969 -0.3% Q4 2025 Feb 09, 2026
Invesco Ltd. History Added to 311,046 1,847 0.0% 0.0% 52 +23,492 8.17% Q4 2025 Feb 19, 2026
UBS Group AG History Reduced 305,909 1,817 0.0% 0.0% 53 -233,153 -43.25% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History New 288,232 1,712 0.0% 54 +288,232 New Q4 2025 Feb 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 287,525 1,707 0.0% 0.0% 55 +203,554 242.41% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 266,484 1,582 0.0% 0.0% 56 +5,500 2.11% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 261,906 1,555 0.0% 0.0% 57 +138,214 111.74% Q4 2025 Jan 27, 2026
ExodusPoint Capital Management, LP History New 252,553 1,500 0.01% 58 +252,553 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 243,343 1,445 0.0% 0.0% 59 +10,385 4.46% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 239,746 1,424 0.04% 60 +239,746 New Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 234,881 1,396 0.0% 0.0% 61 +21,668 10.16% Q4 2025 Feb 13, 2026
Yakira Capital Management, Inc. History New 234,034 1,390 0.47% 62 +234,034 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 221,565 1,316 0.0% 0.0% 63 -126,742 -36.39% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 212,647 1,263 0.0% 0.01% 64 -498,680 -70.11% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 197,032 1,170 0.0% 0.0% 65 +142,129 258.87% Q4 2025 Mar 12, 2026
RHUMBLINE ADVISERS History Reduced 193,154 1,147 0.0% 0.0% 67 -41,730 -17.77% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 193,200 1,147 0.0% 0.0% 66 0 0.0% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History Added to 189,249 1,124 0.0% 0.0% 68 +11,464 6.45% Q4 2025 Mar 20, 2026
Asset Management One Co., Ltd. History Reduced 180,890 1,076 0.0% 0.0% 69 -8,991 -4.74% Q4 2025 Jan 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 180,875 1,074 0.0% 0.0% 70 -4,252 -2.3% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 173,953 1,033 0.0% 71 +173,953 New Q4 2025 Feb 13, 2026
NORGES BANK History New 165,000 980 0.0% 72 +165,000 New Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 163,983 974 0.0% 0.0% 73 +1,123 0.69% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 152,690 906 0.0% 0.0% 74 +40,935 36.63% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 150,328 892 0.0% 0.0% 75 -2,436 -1.59% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 146,164 868 0.0% 0.0% 76 +21,933 17.66% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History No change 138,773 824 0.0% 0.0% 77 0 0.0% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 135,256 803 0.0% 0.0% 78 +63,924 89.61% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 134,217 797 0.0% 0.0% 79 -12,125 -8.29% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 132,321 785 0.0% 0.0% 80 -102,483 -43.65% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 132,200 785 0.0% 0.0% 81 +39,387 42.44% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History New 130,652 776 0.0% 82 +130,652 New Q4 2025 Feb 11, 2026
NINE MASTS CAPITAL Ltd History New 120,000 712 0.12% 83 +120,000 New Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 116,551 692 0.0% 0.0% 84 +77,656 199.66% Q4 2025 Jan 09, 2026
JBF Capital, Inc. History New 110,000 653 0.09% 85 +110,000 New Q4 2025 Feb 12, 2026
Quantbot Technologies LP History New 109,110 648 0.02% 86 +109,110 New Q4 2025 Feb 10, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 106,358 631 0.27% 0.35% 87 +3,000 2.9% Q4 2025 Jan 30, 2026
Campbell & CO Investment Adviser LLC History Added to 103,143 612 0.03% 0.04% 88 +42,957 71.37% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 100,210 595 0.03% 89 +100,210 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 97,717 576 0.0% 0.0% 90 0 0.0% Q4 2025 Feb 03, 2026
AlphaQuest LLC History Reduced 89,911 534 0.03% 0.08% 91 -59,612 -39.87% Q4 2025 Feb 09, 2026
Amundi History Added to 84,924 504 0.0% 0.0% 92 +15,297 21.97% Q4 2025 Feb 17, 2026
DRW Securities, LLC History Reduced 84,171 499 0.01% 0.02% 93 -29,531 -25.97% Q4 2025 Feb 12, 2026
Engineers Gate Manager LP History Reduced 79,546 472 0.01% 0.01% 94 -1,116 -1.38% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 78,608 466 0.04% 0.05% 95 +16,022 25.6% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 76,415 451 0.0% 0.0% 96 -25,046 -24.69% Q4 2025 Jan 08, 2026
MetLife Investment Management, LLC History Added to 75,641 449 0.0% 0.0% 97 +1,545 2.09% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 73,697 437 0.0% 0.0% 98 +51,136 226.66% Q4 2025 Jan 28, 2026
State of Alaska, Department of Revenue History Added to 71,857 425 0.0% 0.01% 99 +613 0.86% Q4 2025 Jan 23, 2026
MACQUARIE GROUP LTD History No change 66,097 392 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 65,830 391 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 64,445 382 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 62,401 370 0.0% 0.0% 103 +3,708 6.32% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 61,337 364 0.0% 0.0% 104 -23 -0.04% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 61,204 363 0.0% 0.0% 105 +15,201 33.04% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 58,298 346 0.0% 106 +58,298 New Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 58,194 345 0.0% 0.0% 107 -1,629 -2.72% Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 54,566 324 0.0% 0.0% 108 -3,804 -6.52% Q4 2025 Feb 06, 2026
Aberdeen Group plc History Added to 53,135 315 0.0% 0.0% 109 +4,689 9.68% Q4 2025 Jan 16, 2026
INCEPTIONR LLC History New 51,486 305 0.08% 111 +51,486 New Q4 2025 Feb 11, 2026
Brooklyn Investment Group History New 51,338 305 0.01% 110 +51,338 New Q4 2025 Feb 12, 2026
Alpine Global Management, LLC History Reduced 50,000 297 0.06% 0.13% 112 -30,000 -37.5% Q4 2025 Feb 26, 2026
Daiwa Securities Group Inc. History Added to 49,692 295 0.0% 0.0% 113 +2,793 5.96% Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Added to 49,418 293 0.0% 0.0% 114 +3,743 8.19% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 49,190 292 0.0% 0.0% 115 +24,550 99.63% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 49,023 291 0.03% 0.05% 116 -3,034 -5.83% Q4 2025 Feb 11, 2026
DekaBank Deutsche Girozentrale History No change 32,738 289 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 28, 2026
Tidal Investments LLC History Reduced 48,618 288 0.0% 0.0% 118 -593 -1.21% Q4 2025 Feb 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 45,522 270 0.0% 119 +45,522 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 45,442 269 0.14% 120 +45,442 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 43,572 258 0.0% 0.0% 121 -204,110 -82.41% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 43,117 256 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 12, 2026
Clear Harbor Asset Management, LLC History Reduced 42,900 254 0.02% 0.04% 123 -33,500 -43.85% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 42,329 251 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 10, 2026
IMC-Chicago, LLC History New 41,200 244 0.0% 125 +41,200 New Q4 2025 Jan 29, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 38,089 226 0.0% 0.0% 126 +3,436 9.92% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 37,701 223 0.0% 0.0% 127 -2,135 -5.36% Q4 2025 Jan 28, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 37,063 220 0.0% 0.0% 128 +4,569 14.06% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 37,047 220 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 35,288 210 0.0% 0.0% 130 +3,158 9.83% Q4 2025 Feb 13, 2026
Avise Financial Cooperative, Inc. History New 31,942 189 0.17% 131 +31,942 New Q4 2025 Feb 11, 2026
TWO SIGMA SECURITIES, LLC History New 30,765 182 0.03% 132 +30,765 New Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 30,676 182 0.0% 133 +30,676 New Q4 2025 Feb 04, 2026
GABELLI FUNDS LLC History New 30,000 178 0.0% 134 +30,000 New Q4 2025 Feb 05, 2026
Metis Global Partners, LLC History No change 29,403 174 0.0% 0.01% 135 0 0.0% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 29,280 173 0.0% 0.0% 136 +238 0.82% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 28,915 171 0.0% 0.0% 137 +2,400 9.05% Q4 2025 Jan 28, 2026
Quadrature Capital Ltd History New 28,682 170 0.0% 138 +28,682 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 28,242 167 0.0% 0.0% 139 +8,089 40.14% Q4 2025 Feb 17, 2026
UniSuper Management Pty Ltd History Reduced 25,878 153 0.0% 0.0% 140 -12,700 -32.92% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 24,104 143 0.0% 0.0% 141 +1,519 6.73% Q4 2025 Feb 06, 2026
STRS OHIO History No change 24,000 142 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 02, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 23,200 137 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 22,972 136 0.0% 0.0% 144 -16,417 -41.68% Q4 2025 Jan 28, 2026
Allianz Asset Management GmbH History Added to 21,915 130 0.0% 0.0% 145 +3,379 18.23% Q4 2025 Feb 11, 2026
IFM Investors Pty Ltd History No change 21,170 126 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 19,900 118 0.0% 147 +19,900 New Q4 2025 Feb 18, 2026
Pictet Asset Management Holding SA History No change 19,926 118 0.0% 0.0% 148 0 0.0% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History New 19,791 117 0.0% 150 +19,791 New Q4 2025 Feb 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 19,813 117 0.0% 0.0% 149 +759 3.98% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 16,862 100 0.0% 0.0% 151 -140,875 -89.31% Q4 2025 Feb 13, 2026
M&T BANK CORP History New 16,654 98 0.0% 152 +16,654 New Q4 2025 Jan 30, 2026
Cetera Investment Advisers History Added to 15,471 91 0.0% 0.0% 154 +2,978 23.84% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,291 91 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 13, 2026
Sage Investment Counsel LLC History New 15,000 89 0.1% 155 +15,000 New Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History New 14,674 87 0.0% 156 +14,674 New Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 14,351 85 0.0% 0.0% 157 -63,685 -81.61% Q4 2025 Jan 15, 2026
VARCOV Co. History New 13,325 79 0.03% 158 +13,325 New Q4 2025 Feb 17, 2026
DOHENY ASSET MANAGEMENT /CA History New 13,000 77 0.05% 159 +13,000 New Q4 2025 Feb 11, 2026
T3 Companies, LLC History New 13,000 77 0.1% 160 +13,000 New Q4 2025 Feb 11, 2026
Mariner, LLC History New 12,799 75 0.0% 161 +12,799 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 12,671 75 0.0% 0.0% 162 +249 2.0% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 11,035 65 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 10,471 62 0.0% 0.0% 164 +106 1.02% Q4 2025 Feb 12, 2026
Covestor Ltd History Reduced 10,365 61 0.03% 0.15% 165 -22,958 -68.9% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Added to 10,418 61 0.0% 0.0% 166 +2,137 25.81% Q4 2025 Feb 12, 2026
Lee Financial Co History No change 10,000 59 0.01% 0.01% 167 0 0.0% Q4 2025 Jan 22, 2026
ROYAL BANK OF CANADA History New 9,107 53 0.0% 168 +9,107 New Q4 2025 Feb 17, 2026
Bison Wealth, LLC History New 12,982 52 0.01% 170 +12,982 New Q4 2025 Mar 24, 2026
Tower Research Capital LLC (TRC) History Reduced 8,814 52 0.0% 0.0% 169 -11,621 -56.87% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 5,860 34 0.0% 0.0% 171 -4,138 -41.39% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 5,730 34 0.0% 0.0% 172 +3,557 163.69% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History Added to 4,658 27 0.0% 0.0% 174 +4,483 2561.71% Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,641 27 0.0% 0.0% 173 +1,951 72.53% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 4,150 25 0.0% 0.0% 175 -610 -12.82% Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 3,951 23 0.0% 0.0% 176 +1,002 33.98% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Reduced 3,857 22 0.0% 0.0% 177 -168 -4.17% Q4 2025 Feb 13, 2026
Quarry LP History Added to 3,573 21 0.0% 0.0% 178 +3,371 1668.81% Q4 2025 Feb 13, 2026
WealthCollab, LLC History New 3,303 19 0.01% 179 +3,303 New Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Added to 2,853 16 0.0% 0.0% 180 +417 17.12% Q4 2025 Feb 17, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 2,246 13 0.0% 0.0% 181 -11 -0.49% Q4 2025 Jan 27, 2026
CIBC Private Wealth Group LLC History No change 2,058 12 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,736 10 0.0% 0.0% 183 +4 0.23% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 1,533 9 0.0% 0.0% 184 -1,475 -49.04% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,357 8 0.0% 0.0% 185 -2,170 -61.53% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 1,380 8 0.0% 0.0% 186 +1,247 937.59% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 1,167 6 0.0% 0.0% 187 +611 109.89% Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 821 4 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 554 3 0.0% 0.0% 190 +350 171.57% Q4 2025 Jan 05, 2026
Quent Capital, LLC History No change 605 3 0.0% 0.0% 189 0 0.0% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Reduced 438 2 0.0% 0.0% 194 -636 -59.22% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 366 2 0.0% 0.0% 193 +217 145.64% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 343 2 0.0% 0.0% 191 +173 101.76% Q4 2025 Feb 06, 2026
Investors Research Corp History No change 495 2 0.0% 0.0% 192 0 0.0% Q4 2025 Jan 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 294 1 0.0% 196 +294 New Q4 2025 Feb 11, 2026
Caitong International Asset Management Co., Ltd History Reduced 170 1 0.0% 0.0% 200 -244 -58.94% Q4 2025 Mar 03, 2026
Allworth Financial LP History New 228 1 0.0% 198 +228 New Q4 2025 Feb 05, 2026
Westside Investment Management, Inc. History New 211 1 0.0% 197 +211 New Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History No change 288 1 0.0% 0.0% 195 0 0.0% Q4 2025 Feb 02, 2026
Pacific Center for Financial Services History No change 247 1 0.0% 0.0% 199 0 0.0% Q4 2025 Feb 17, 2026
Hilltop National Bank History No change 264 1 0.0% 0.0% 201 0 0.0% Q4 2025 Jan 07, 2026
Madison Avenue Partners, LP History Closed out 0 0 1.71% -3,617,314 -100.0% Q3 2025 Nov 14, 2025
TORNO CAPITAL, LLC History Closed out 0 0 1.31% -2,000,000 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -1,201,640 -100.0% Q3 2025 Nov 13, 2025
LMR Partners LLP History Closed out 0 0 0.03% -807,439 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 16.97% -460,953 -100.0% Q3 2025 Dec 09, 2025
SAYBROOK CAPITAL /NC History Closed out 0 0 0.38% -183,500 -100.0% Q3 2025 Oct 16, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -122,838 -100.0% Q3 2025 Nov 13, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -90,662 -100.0% Q3 2025 Nov 14, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -83,422 -100.0% Q3 2025 Nov 13, 2025
Walleye Trading LLC History Closed out 0 0 0.0% -78,488 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.04% -74,837 -100.0% Q3 2025 Nov 13, 2025
AEW CAPITAL MANAGEMENT L P History Closed out 0 0 0.02% -55,610 -100.0% Q3 2025 Nov 10, 2025
Handelsbanken Fonder AB History Closed out 0 0 0.0% -54,948 -100.0% Q3 2025 Nov 12, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -42,007 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -40,772 -100.0% Q3 2025 Nov 14, 2025
CORSAIR CAPITAL MANAGEMENT, L.P. History Closed out 0 0 0.05% -40,291 -100.0% Q3 2025 Nov 14, 2025
Diametric Capital, LP History Closed out 0 0 0.11% -38,587 -100.0% Q3 2025 Nov 13, 2025
Perpetual Ltd History Closed out 0 0 0.0% -36,730 -100.0% Q3 2025 Oct 10, 2025
FIFTH LANE CAPITAL, LP History Closed out 0 0 0.24% -30,000 -100.0% Q3 2025 Nov 12, 2025
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -20,219 -100.0% Q3 2025 Nov 12, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -20,051 -100.0% Q3 2025 Nov 17, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.05% -20,000 -100.0% Q3 2025 Dec 15, 2025
Virtu Financial LLC History Closed out 0 0 0.01% -17,340 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -15,097 -100.0% Q3 2025 Nov 14, 2025
Rangeley Capital, LLC History Closed out 0 0 0.1% -15,000 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -14,653 -100.0% Q3 2025 Oct 21, 2025
Legato Capital Management LLC History Closed out 0 0 0.01% -13,263 -100.0% Q3 2025 Nov 12, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -13,194 -100.0% Q3 2025 Nov 13, 2025
Diversified Trust Co History Closed out 0 0 0.0% -10,315 -100.0% Q3 2025 Oct 20, 2025
Larson Financial Group LLC History Closed out 0 0 0.0% -474 -100.0% Q3 2025 Nov 14, 2025
SIGNATUREFD, LLC History Reduced 1 0 0.0% -450 -99.78% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Reduced 131 0 0.0% -280 -68.13% Q4 2025 Jan 30, 2026
True Wealth Design, LLC History New 164 0 +164 New Q4 2025 Jan 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 56 0 0.0% -153 -73.21% Q4 2025 Jan 07, 2026
Smartleaf Asset Management LLC History Closed out 0 0 0.0% -153 -100.0% Q3 2025 Nov 05, 2025
UMB Bank, n.a. History New 142 0 +142 New Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Closed out 0 0 -123 -100.0% Q3 2025 Nov 10, 2025
Physician Wealth Advisors, Inc. History Closed out 0 0 -120 -100.0% Q3 2025 Nov 04, 2025
Private Wealth Management Group, LLC History Closed out 0 0 -116 -100.0% Q3 2025 Oct 17, 2025
Cornerstone Planning Group LLC History New 110 0 +110 New Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History New 104 0 +104 New Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -88 -100.0% Q3 2025 Oct 27, 2025
ROTHSCHILD INVESTMENT LLC History New 80 0 +80 New Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Closed out 0 0 -74 -100.0% Q3 2025 Nov 18, 2025
EverSource Wealth Advisors, LLC History New 69 0 +69 New Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History New 39 0 +39 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 1 0 -33 -97.06% Q4 2025 Feb 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 24 0 +24 New Q4 2025 Feb 10, 2026
ROSS\JOHNSON & Associates LLC History New 20 0 +20 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History New 8 0 +8 New Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 162 0 0.0% +7 4.52% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 16 0 0 0.0% Q4 2025 Feb 05, 2026
Ancora Advisors LLC History No change 88 0 0 0.0% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History No change 8 0 0 0.0% Q4 2025 Feb 20, 2026
Steward Partners Investment Advisory, LLC History No change 48 0 0 0.0% Q4 2025 Feb 12, 2026
REDMONT WEALTH ADVISORS LLC History No change 112 0 0 0.0% Q4 2025 Feb 06, 2026