AMERICAN PUBLIC EDUCATION INC - APEI

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
Divisadero Street Capital Management, LP History Added to 1,671,558 63,184 2.96% 0.66% 1 +1,288,786 336.7% Q4 2025 Feb 17, 2026
325 CAPITAL LLC History No change 1,528,503 57,777 20.24% 18.33% 2 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 1,500,446 56,716 0.0% 0.0% 3 -58,562 -3.76% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 1,138,861 43,048 0.0% 0.0% 4 +52,134 4.8% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 962,920 36,398 0.06% 0.05% 5 +34,700 3.74% Q4 2025 Feb 12, 2026
No Street GP LP History Added to 925,000 34,965 2.35% 2.13% 6 +105,000 12.8% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 857,226 32,403 3.01% 3.57% 7 0 0.0% Q4 2025 Feb 06, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 847,320 32,027 0.01% 0.01% 8 +15,277 1.84% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 762,662 28,828 0.0% 0.0% 9 -11,054 -1.43% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 633,265 23,937 0.01% 0.01% 10 +21,178 3.46% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 613,323 23,176 0.04% 0.05% 11 -89,056 -12.68% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 595,704 22,517 0.0% 0.0% 12 +65,497 12.35% Q4 2025 Mar 25, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 458,854 17,344 0.12% 0.1% 13 +114,143 33.11% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 432,003 16,333 0.0% 0.0% 14 +6,729 1.58% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Reduced 406,025 15,347 0.0% 0.0% 15 -87,703 -17.76% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 396,903 15,002 0.01% 0.01% 16 +7,822 2.01% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Added to 358,543 13,552 0.14% 0.13% 17 +34,751 10.73% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 343,188 12,972 0.0% 0.0% 18 -6,798 -1.94% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 263,533 9,961 0.0% 0.0% 19 +22,472 9.32% Q4 2025 Jan 29, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 261,516 9,885 0.23% 0.31% 20 -61,336 -19.0% Q4 2025 Feb 09, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 250,764 9,478 0.2% 0.24% 21 -33,293 -11.72% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 235,046 8,884 0.0% 0.0% 22 -93,783 -28.52% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 225,958 8,541 0.01% 0.01% 23 +66,959 42.11% Q4 2025 Feb 17, 2026
CSM Advisors, LLC History Added to 218,045 8,243 0.22% 0.24% 24 +315 0.14% Q4 2025 Feb 11, 2026
Bastion Asset Management Inc. History Added to 212,964 7,827 4.32% 3.05% 25 +60,019 39.24% Q4 2025 Feb 06, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 195,316 7,382 0.43% 0.45% 26 0 0.0% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Added to 180,835 6,835 0.01% 0.0% 27 +170,604 1667.52% Q4 2025 Jan 09, 2026
4D Advisors, LLC History Reduced 175,000 6,615 3.63% 5.57% 28 -90,000 -33.96% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 168,391 6,365 0.0% 0.0% 29 -10,371 -5.8% Q4 2025 Feb 17, 2026
Pacific Ridge Capital Partners, LLC History Reduced 167,275 6,322 1.39% 1.49% 30 -4,950 -2.87% Q4 2025 Feb 04, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 158,603 5,995 0.02% 0.02% 31 +4,686 3.04% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 137,907 5,212 0.0% 0.0% 32 -23,089 -14.34% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 130,600 4,936 0.0% 0.0% 33 +118,996 1025.47% Q4 2025 Feb 11, 2026
Manatuck Hill Partners, LLC History Reduced 126,466 4,780 1.67% 1.78% 34 -10,000 -7.33% Q4 2025 Feb 17, 2026
CenterBook Partners LP History Added to 119,268 4,508 0.22% 0.19% 35 +19,736 19.83% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Added to 110,614 4,181 0.07% 0.04% 36 +1,150 1.05% Q4 2025 Feb 18, 2026
AWM Investment Company, Inc. History No change 92,500 3,496 0.34% 0.34% 37 0 0.0% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 86,706 3,277 0.0% 0.0% 38 +10,695 14.07% Q4 2025 Feb 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 85,528 3,232 0.04% 0.06% 39 -21,486 -20.08% Q4 2025 Feb 13, 2026
CANNELL CAPITAL LLC History Added to 79,518 3,005 1.46% 0.24% 40 +40,208 102.28% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 76,500 2,891 0.04% 41 +76,500 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 71,061 2,686 0.0% 0.0% 42 +2,069 3.0% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 63,741 2,409 0.0% 0.02% 43 -230,645 -78.35% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Added to 63,644 2,405 0.01% 0.01% 44 +652 1.04% Q4 2025 Feb 24, 2026
LSV ASSET MANAGEMENT History Reduced 63,100 2,385 0.01% 0.02% 45 -125,500 -66.54% Q4 2025 Feb 06, 2026
FEDERATED HERMES, INC. History Added to 62,188 2,350 0.0% 0.0% 46 +21,026 51.08% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 59,577 2,252 0.0% 0.0% 47 +49,824 510.86% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History No change 59,253 2,239 0.01% 0.01% 48 0 0.0% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 57,174 2,161 0.0% 0.0% 49 +1,441 2.59% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 51,377 1,919 0.0% 0.0% 50 +3,141 6.51% Q4 2025 Feb 18, 2026
CROWN ADVISORS MANAGEMENT, INC. History New 50,000 1,890 1.24% 51 +50,000 New Q4 2025 Jan 28, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 49,877 1,885 0.0% 0.01% 52 -41,841 -45.62% Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 49,018 1,852 0.0% 0.0% 53 +17,200 54.06% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Reduced 48,988 1,851 0.0% 0.0% 54 -2,744 -5.3% Q4 2025 Feb 09, 2026
Invesco Ltd. History Reduced 44,470 1,680 0.0% 0.0% 55 -217,192 -83.0% Q4 2025 Feb 19, 2026
FRANKLIN RESOURCES INC History Added to 41,570 1,571 0.0% 0.0% 56 +1,321 3.28% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 38,719 1,463 0.0% 0.0% 57 +24,470 171.73% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 37,921 1,433 0.0% 0.0% 58 -45,980 -54.8% Q4 2025 Feb 18, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 35,734 1,350 0.02% 59 +35,734 New Q4 2025 Jan 14, 2026
Russell Investments Group, Ltd. History Reduced 34,913 1,319 0.0% 0.0% 60 -13,537 -27.94% Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History No change 34,392 1,300 0.2% 0.21% 61 0 0.0% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Reduced 34,348 1,298 0.0% 0.0% 62 -554 -1.59% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 34,106 1,289 0.0% 0.0% 63 +10,921 47.1% Q4 2025 Feb 02, 2026
Nuveen, LLC History No change 33,916 1,282 0.0% 0.0% 64 0 0.0% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 32,028 1,210 0.0% 0.0% 65 -1,943 -5.72% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 29,502 1,115 0.0% 0.0% 66 +4,711 19.0% Q4 2025 Feb 13, 2026
Informed Momentum Co LLC History Reduced 28,398 1,073 0.12% 0.22% 67 -21,164 -42.7% Q4 2025 Feb 12, 2026
Integrated Quantitative Investments LLC History Added to 27,202 1,028 0.22% 0.14% 68 +14,666 116.99% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History New 26,377 997 0.0% 69 +26,377 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 24,867 939 0.0% 0.0% 70 +15,167 156.36% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 24,576 928 0.01% 0.01% 71 -20,426 -45.39% Q4 2025 Feb 12, 2026
Y-Intercept (Hong Kong) Ltd History Added to 22,475 849 0.02% 0.02% 72 +1,675 8.05% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 21,707 820 0.0% 0.0% 73 -3,000 -12.14% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 19,058 720 0.0% 0.0% 74 +8,225 75.93% Q4 2025 Feb 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 18,840 712 0.08% 0.08% 75 0 0.0% Q4 2025 Jan 20, 2026
STRS OHIO History Reduced 17,000 642 0.0% 0.0% 76 -600 -3.41% Q4 2025 Feb 02, 2026
Banco Santander, S.A. History New 16,706 631 0.0% 77 +16,706 New Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 16,076 607 0.0% 78 +16,076 New Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 15,520 586 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 17, 2026
POLEN CAPITAL MANAGEMENT LLC History New 14,117 533 0.0% 80 +14,117 New Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History Added to 13,228 500 0.2% 0.11% 81 +6,083 85.14% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 12,734 481 0.0% 0.0% 82 +1,934 17.91% Q4 2025 Feb 11, 2026
Trexquant Investment LP History New 12,387 468 0.0% 83 +12,387 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 12,270 463 0.01% 0.0% 84 +6,132 99.9% Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 12,236 462 0.05% 0.1% 85 -13,946 -53.27% Q4 2025 Feb 03, 2026
Legato Capital Management LLC History New 12,089 456 0.04% 86 +12,089 New Q4 2025 Feb 06, 2026
CHANNEL WEALTH LLC History Reduced 11,648 440 0.11% 0.27% 87 -13,747 -54.13% Q4 2025 Feb 03, 2026
Verition Fund Management LLC History New 11,502 434 0.0% 88 +11,502 New Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 11,384 430 0.0% 0.0% 89 +10,697 1557.06% Q4 2025 Jan 29, 2026
Creative Planning History Reduced 11,201 423 0.0% 0.0% 90 -594 -5.04% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 10,619 401 0.04% 0.05% 91 -1,590 -13.02% Q4 2025 Feb 11, 2026
Yarbrough Capital, LLC History No change 10,587 400 0.01% 0.01% 92 0 0.0% Q4 2025 Jan 14, 2026
Allspring Global Investments Holdings, LLC History Added to 10,564 399 0.0% 0.0% 93 +923 9.57% Q4 2025 Jan 15, 2026
Parallel Advisors, LLC History Added to 10,400 393 0.01% 0.01% 94 +1,000 10.64% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 10,150 384 0.0% 0.0% 95 +944 10.25% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 10,171 384 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Added to 10,100 381 0.0% 0.0% 97 +1,600 18.82% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 10,046 379 0.0% 98 +10,046 New Q4 2025 Feb 17, 2026
Versor Investments LP History New 10,000 378 0.06% 100 +10,000 New Q4 2025 Feb 04, 2026
REDWOOD CAPITAL MANAGEMENT, LLC History No change 10,000 378 0.04% 0.04% 99 0 0.0% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 8,489 320 0.0% 0.0% 101 -1,192 -12.31% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 8,066 304 0.0% 0.0% 102 +77 0.96% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 7,995 302 0.01% 0.01% 103 -4,000 -33.35% Q4 2025 Feb 04, 2026
CITADEL ADVISORS LLC History Reduced 7,800 294 0.0% 0.0% 104 -1,400 -15.22% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History New 7,650 289 0.07% 105 +7,650 New Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 7,500 283 0.0% 106 +7,500 New Q4 2025 Feb 17, 2026
Regal Partners Ltd History No change 7,338 277 0.02% 0.02% 107 0 0.0% Q4 2025 Feb 18, 2026
Diversified Trust Co History Added to 7,197 272 0.01% 0.0% 108 +1,381 23.74% Q4 2025 Jan 09, 2026
PVG ASSET MANAGEMENT CORP History New 7,128 269 0.57% 109 +7,128 New Q4 2025 Jan 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 7,138 269 0.0% 0.0% 110 +1,780 33.22% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 6,774 256 0.0% 0.0% 111 -155 -2.24% Q4 2025 Jan 26, 2026
FMR LLC History Reduced 6,384 241 0.0% 0.0% 112 -1,951 -23.41% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,300 238 0.0% 0.0% 113 0 0.0% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 6,281 236 0.0% 0.0% 114 +5,254 511.59% Q4 2025 Jan 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 6,604 226 0.0% 0.0% 115 -335 -4.83% Q4 2025 Feb 11, 2026
CAXTON ASSOCIATES LLP History Reduced 5,943 224 0.0% 0.01% 117 -5,375 -47.49% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 5,943 224 0.01% 0.01% 116 +143 2.47% Q4 2025 Feb 04, 2026
Round Rock Advisors LLC History New 5,842 220 0.03% 118 +5,842 New Q4 2025 Apr 07, 2026
SG Americas Securities, LLC History Reduced 5,654 214 0.0% 0.0% 119 -12,664 -69.13% Q4 2025 Jan 09, 2026
Cetera Investment Advisers History No change 5,660 213 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 5,414 204 0.05% 121 +5,414 New Q4 2025 Feb 10, 2026
MEEDER ASSET MANAGEMENT INC History Added to 5,276 199 0.01% 0.0% 122 +3,809 259.65% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,796 181 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 4,107 155 0.0% 0.0% 124 -104 -2.47% Q4 2025 Feb 10, 2026
Quantbot Technologies LP History New 3,653 138 0.0% 125 +3,653 New Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 2,591 97 0.0% 0.0% 126 +2,185 538.18% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,331 88 0.0% 0.0% 128 +17 0.73% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,330 88 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 2,000 75 0.01% 0.01% 129 0 0.0% Q4 2025 Jan 20, 2026
CITIGROUP INC History Reduced 1,815 68 0.0% 0.0% 130 -107 -5.57% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 1,788 67 0.0% 0.0% 131 -97 -5.15% Q4 2025 Feb 09, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 1,572 59 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 1,538 58 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,071 40 0.0% 0.0% 134 -68 -5.97% Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History New 1,040 39 0.01% 135 +1,040 New Q4 2025 Jan 23, 2026
GROUP ONE TRADING LLC History Added to 969 36 0.0% 0.0% 136 +448 85.99% Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History New 892 33 0.01% 137 +892 New Q4 2025 Mar 03, 2026
OSAIC HOLDINGS, INC. History Reduced 642 24 0.0% 0.0% 138 -212 -24.82% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 582 22 0.0% 0.0% 139 +277 90.82% Q4 2025 Jan 23, 2026
AMALGAMATED BANK History Added to 547 21 0.0% 0.0% 140 +4 0.74% Q4 2025 Feb 05, 2026
USA FINANCIAL FORMULAS History New 554 20 0.0% 141 +554 New Q4 2025 Jan 14, 2026
ROYAL BANK OF CANADA History New 496 19 0.0% 142 +496 New Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 489 18 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 353 13 0.0% 0.0% 144 +53 17.67% Q4 2025 Mar 16, 2026
SUMMIT SECURITIES GROUP LLC History New 296 11 0.0% 146 +296 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 293 11 0.0% 0.0% 145 +33 12.69% Q4 2025 Jan 27, 2026
GAMMA Investing LLC History Added to 265 10 0.0% 0.0% 147 +56 26.79% Q4 2025 Jan 05, 2026
Covestor Ltd History Reduced 210 8 0.0% 0.01% 148 -55 -20.75% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 188 7 0.0% 0.0% 149 0 0.0% Q4 2025 Jan 07, 2026
Sterling Capital Management LLC History Added to 178 6 0.0% 0.0% 150 +72 67.92% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Added to 180 6 0.0% 0.0% 151 +40 28.57% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 140 5 0.0% 154 +140 New Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 157 5 0.0% 0.0% 152 -111 -41.42% Q4 2025 Jan 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 122 5 0.0% 0.0% 153 -2 -1.61% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History No change 145 5 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 129 4 0.0% 0.0% 156 -123 -48.81% Q4 2025 Jan 30, 2026
Quarry LP History New 115 4 0.0% 159 +115 New Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History No change 112 4 0.0% 0.0% 157 0 0.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History No change 130 4 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 23, 2026
True Wealth Design, LLC History No change 96 3 0.0% 0.0% 160 0 0.0% Q4 2025 Jan 08, 2026
Advisors Asset Management, Inc. History Reduced 33 1 0.0% 0.0% 161 -3 -8.33% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History No change 32 1 0.0% 0.0% 162 0 0.0% Q4 2025 Jan 21, 2026
LORD, ABBETT & CO. LLC History Closed out 0 0 0.02% -161,919 -100.0% Q3 2025 Nov 13, 2025
Simcoe Capital Management, LLC History Closed out 0 0 0.53% -92,825 -100.0% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -50,880 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -29,265 -100.0% Q3 2025 Nov 13, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -11,200 -100.0% Q3 2025 Nov 14, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -10,149 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -8,043 -100.0% Q3 2025 Nov 14, 2025
Militia Capital Partners, LP History Closed out 0 0 0.14% -7,432 -100.0% Q3 2025 Feb 17, 2026
Man Group plc History Closed out 0 0 0.0% -6,739 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 1 0 0.0% -3,909 -99.97% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 5 0 0.0% -130 -96.3% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 26 0 +26 New Q4 2025 Feb 13, 2026
Marquette Asset Management, LLC History New 15 0 +15 New Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 18, 2025
Sunbelt Securities, Inc. History No change 2 0 0 0.0% Q4 2025 Feb 20, 2026
IFP Advisors, Inc History No change 3 0 0 0.0% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 23 0 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History No change 1 0 0 0.0% Q4 2025 Feb 03, 2026