Astrana Health, Inc. - ASTH

Detailed investor-level table based on 13F positions.

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
BlackRock, Inc. History Added to 6,157,754 152,773 0.0% 0.0% 1 +150,120 2.5% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 4,238,192 105,149 0.0% 0.0% 2 -482,884 -10.23% Q4 2025 Jan 29, 2026
325 CAPITAL LLC History Added to 1,839,076 45,627 15.99% 10.29% 3 +645,123 54.03% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,675,516 41,569 0.0% 0.0% 4 +98,064 6.22% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,215,812 30,164 0.01% 0.01% 5 -18,909 -1.53% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 1,069,809 26,541 0.0% 0.0% 6 -5,914 -0.55% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,028,168 25,513 0.0% 0.0% 7 +12,212 1.2% Q4 2025 Feb 09, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 738,853 18,330 0.0% 0.0% 8 +596,293 418.28% Q4 2025 Feb 17, 2026
SteelPeak Wealth, LLC History No change 579,937 14,388 0.47% 0.55% 9 0 0.0% Q4 2025 Jan 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 549,152 13,624 0.0% 0.0% 10 -13,162 -2.34% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 507,101 12,581 0.0% 0.0% 11 +334,246 193.37% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Added to 450,465 12,342 0.28% 0.32% 12 +2,084 0.46% Q4 2025 Jan 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 473,714 11,752 0.05% 13 +473,714 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 437,996 10,866 0.0% 0.0% 14 -4,318 -0.98% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 433,825 10,763 0.0% 0.0% 15 -64,042 -12.86% Q4 2025 Feb 13, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 432,726 10,735 0.06% 0.05% 16 +71,462 19.78% Q4 2025 Feb 06, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 416,930 10,344 0.03% 0.04% 17 -4,780 -1.13% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 402,463 9,985 0.0% 0.0% 18 -20,786 -4.91% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 355,216 8,812 0.0% 0.0% 19 +111,980 46.04% Q4 2025 Feb 19, 2026
ROYCE & ASSOCIATES LP History Added to 348,331 8,642 0.09% 0.07% 20 +88,978 34.31% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 314,691 7,807 0.0% 0.0% 21 -2,305 -0.73% Q4 2025 Mar 25, 2026
LPL Financial LLC History Added to 309,125 7,669 0.0% 0.0% 22 +131,091 73.63% Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 305,061 7,568 0.01% 0.0% 23 +304,650 74124.09% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 229,798 5,701 0.0% 0.0% 24 +6,813 3.06% Q4 2025 Feb 02, 2026
Bank of New York Mellon Corp History Reduced 229,664 5,697 0.0% 0.0% 25 -15,607 -6.36% Q4 2025 Feb 10, 2026
EARNEST PARTNERS LLC History New 195,493 4,850 0.02% 26 +195,493 New Q4 2025 Feb 12, 2026
UBS Group AG History Added to 176,100 4,369 0.0% 0.0% 27 +57,432 48.4% Q4 2025 Jan 29, 2026
1492 Capital Management LLC History New 167,758 4,162 1.59% 28 +167,758 New Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 149,339 3,705 0.01% 0.02% 29 -18,151 -10.84% Q4 2025 Feb 13, 2026
Insight Wealth Strategies, LLC History New 141,641 3,514 0.4% 30 +141,641 New Q4 2025 Jan 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 126,279 3,132 0.0% 0.0% 31 +118,677 1561.13% Q4 2025 Feb 10, 2026
Shay Capital LLC History New 121,000 3,002 0.31% 32 +121,000 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 116,311 2,885 0.0% 0.0% 33 +58,134 99.93% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 114,009 2,828 0.0% 34 +114,009 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 109,023 2,704 0.0% 0.0% 35 -6,432 -5.57% Q4 2025 Feb 09, 2026
ExodusPoint Capital Management, LP History New 99,964 2,480 0.02% 36 +99,964 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 95,894 2,379 0.0% 0.0% 37 -1,448 -1.49% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 93,146 2,310 0.0% 0.0% 38 +10,346 12.5% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 88,444 2,194 0.0% 0.0% 39 +1,500 1.73% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 85,599 2,123 0.0% 0.0% 40 -2,773 -3.14% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 84,712 2,101 0.0% 0.0% 41 -750 -0.88% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 84,446 2,095 0.0% 0.0% 42 -27,802 -24.77% Q4 2025 Feb 12, 2026
Westmount Partners, LLC History Reduced 79,423 1,970 0.49% 0.61% 43 -4,266 -5.1% Q4 2025 Jan 15, 2026
LAZARD ASSET MANAGEMENT LLC History New 74,285 1,843 0.0% 44 +74,285 New Q4 2025 Feb 17, 2026
F/m Investments LLC History Reduced 70,745 1,755 0.07% 0.08% 45 -1,932 -2.66% Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History Added to 69,390 1,721 0.0% 0.0% 46 +52,723 316.33% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 67,994 1,687 0.0% 47 +67,994 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 66,779 1,656 0.0% 0.0% 48 -4,970 -6.93% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 64,212 1,593 0.0% 0.0% 49 -33,306 -34.15% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 63,639 1,578 0.0% 0.0% 50 +5,225 8.94% Q4 2025 Feb 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Added to 63,000 1,563 0.38% 0.13% 51 +42,000 200.0% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Reduced 55,603 1,379 0.0% 0.0% 52 -8,695 -13.52% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 50,500 1,252 0.0% 0.0% 53 0 0.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 49,804 1,235 0.0% 0.0% 54 -414,914 -89.28% Q4 2025 Feb 17, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 43,701 1,084 0.0% 0.0% 55 +100 0.23% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History New 42,901 1,064 0.0% 56 +42,901 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 42,258 1,049 0.0% 0.0% 57 +1,562 3.84% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 42,020 1,042 0.0% 0.0% 58 -4,860 -10.37% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 41,265 1,023 0.0% 0.0% 59 +1,550 3.9% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 41,269 1,023 0.0% 0.0% 60 -36 -0.09% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 40,040 993 0.0% 0.0% 61 -3,105 -7.2% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Reduced 38,347 951 0.0% 0.0% 62 -620 -1.59% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 38,186 947 0.0% 0.0% 63 +1,179 3.19% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History New 38,091 945 0.0% 64 +38,091 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 36,856 914 0.0% 0.0% 65 +3,836 11.62% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 36,375 902 0.0% 0.0% 66 +6,379 21.27% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 35,479 879 0.0% 0.0% 67 -8,376 -19.1% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 35,263 874 0.0% 0.0% 69 -2,108 -5.64% Q4 2025 Jan 28, 2026
FRANKLIN RESOURCES INC History Reduced 35,241 874 0.0% 0.0% 68 -1,125 -3.09% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 32,644 810 0.0% 0.0% 70 +3,094 10.47% Q4 2025 Feb 11, 2026
SG Capital Management LLC History New 32,020 794 0.08% 71 +32,020 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History New 30,900 766 0.0% 72 +30,900 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History New 30,713 761 0.0% 73 +30,713 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 30,546 757 0.01% 0.01% 74 +6,071 24.8% Q4 2025 Jan 23, 2026
Savant Capital, LLC History Reduced 30,060 745 0.0% 0.01% 75 -618 -2.01% Q4 2025 Feb 10, 2026
VARCOV Co. History New 30,002 744 0.29% 76 +30,002 New Q4 2025 Feb 17, 2026
QSV Equity Investors LLC History Reduced 29,786 738 1.09% 1.14% 77 -9,672 -24.51% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 29,646 736 0.0% 0.0% 78 -1,331 -4.3% Q4 2025 Feb 05, 2026
Linden Thomas Advisory Services, LLC History Reduced 28,105 697 0.07% 0.08% 79 -560 -1.95% Q4 2025 Jan 16, 2026
Squarepoint Ops LLC History Reduced 27,814 690 0.0% 0.0% 80 -31,290 -52.94% Q4 2025 Feb 13, 2026
Legato Capital Management LLC History New 27,739 688 0.06% 81 +27,739 New Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 27,227 675 0.0% 0.0% 82 +5,640 26.13% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 26,827 665 0.0% 0.0% 83 -19,733 -42.38% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Reduced 25,789 639 0.0% 0.0% 84 -26,350 -50.54% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 25,555 634 0.0% 0.0% 85 -4,524 -15.04% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 23,659 586 0.0% 0.0% 86 -2,215 -8.56% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 20,882 518 0.0% 0.0% 87 +7,631 57.59% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 20,106 498 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 17, 2026
Louisiana State Employees Retirement System History Added to 19,800 491 0.01% 0.01% 89 +100 0.51% Q4 2025 Jan 16, 2026
GUGGENHEIM CAPITAL LLC History New 19,781 490 0.0% 90 +19,781 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 18,668 463 0.0% 91 +18,668 New Q4 2025 Feb 13, 2026
Cetera Investment Advisers History New 18,567 460 0.0% 92 +18,567 New Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Added to 17,932 444 0.0% 0.0% 93 +5,563 44.98% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History New 16,407 407 0.01% 94 +16,407 New Q4 2025 Feb 13, 2026
Yarbrough Capital, LLC History New 15,894 394 0.01% 95 +15,894 New Q4 2025 Jan 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 15,567 386 0.0% 0.01% 96 -19,404 -55.49% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,144 375 0.0% 0.0% 97 +6,702 79.39% Q4 2025 Jan 27, 2026
State of Tennessee, Department of Treasury History Reduced 16,484 374 0.0% 0.0% 98 -8,351 -33.63% Q4 2025 Feb 18, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 14,481 359 0.01% 0.01% 99 -2,583 -15.14% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History New 13,479 334 0.0% 100 +13,479 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,415 332 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 12,680 314 0.0% 0.0% 102 -564 -4.26% Q4 2025 Jan 28, 2026
Jump Financial, LLC History New 12,486 309 0.0% 103 +12,486 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 12,408 308 0.0% 0.0% 104 +83 0.67% Q4 2025 Feb 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,230 303 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History Added to 11,854 294 0.0% 0.0% 106 +528 4.66% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 9,208 292 0.0% 107 +9,208 New Q4 2025 Feb 11, 2026
Capstone Capital Management Ltd History New 11,671 289 0.28% 109 +11,671 New Q4 2025 Feb 06, 2026
&PARTNERS History New 11,664 289 0.0% 108 +11,664 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 695 285 0.0% 0.0% 110 +435 167.31% Q4 2025 Jan 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,806 283 0.0% 0.0% 111 -245 -2.22% Q4 2025 Jan 21, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 11,206 278 0.01% 0.01% 112 -636 -5.37% Q4 2025 Feb 18, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,852 269 0.0% 0.0% 113 -546 -4.79% Q4 2025 Feb 06, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 10,644 264 0.0% 0.0% 114 -1,119 -9.51% Q4 2025 Jan 29, 2026
COMERICA BANK History Reduced 10,658 264 0.0% 0.0% 115 -1,107 -9.41% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 10,681 264 0.0% 0.0% 116 -254 -2.32% Q4 2025 Feb 10, 2026
State of Wyoming History Added to 10,473 259 0.03% 0.02% 117 +4,004 61.9% Q4 2025 Feb 11, 2026
KLP KAPITALFORVALTNING AS History No change 10,300 255 0.0% 0.0% 118 0 0.0% Q4 2025 Jan 28, 2026
TWO SIGMA SECURITIES, LLC History New 10,040 249 0.03% 119 +10,040 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History No change 10,000 248 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 02, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 9,855 244 0.0% 0.0% 121 +200 2.07% Q4 2025 Feb 04, 2026
TWO SIGMA ADVISERS, LP History New 9,500 235 0.0% 122 +9,500 New Q4 2025 Feb 17, 2026
Creative Planning History Reduced 8,308 206 0.0% 0.0% 123 -21,793 -72.4% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History No change 8,200 203 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 7,635 189 0.0% 0.0% 125 -29,825 -79.62% Q4 2025 Jan 09, 2026
AlphaQuest LLC History Added to 7,513 186 0.01% 0.01% 126 +4,306 134.27% Q4 2025 Feb 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,704 142 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 3,409 84 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History Added to 2,808 69 0.0% 0.0% 129 +286 11.34% Q4 2025 Mar 16, 2026
GROUP ONE TRADING LLC History Reduced 2,309 57 0.0% 0.0% 130 -239 -9.38% Q4 2025 Feb 12, 2026
STRS OHIO History New 1,600 39 0.0% 132 +1,600 New Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,575 39 0.0% 0.0% 131 +387 32.58% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Added to 1,473 36 0.0% 0.0% 133 +871 144.68% Q4 2025 Jan 05, 2026
KBC Group NV History No change 1,402 35 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 1,203 29 0.0% 0.0% 135 -1,896 -61.18% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 1,058 26 0.0% 0.0% 136 +388 57.91% Q4 2025 Jan 20, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 962 23 0.0% 0.0% 137 +498 107.33% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 913 22 0.0% 0.0% 138 +478 109.89% Q4 2025 Feb 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 869 21 0.0% 0.0% 139 +139 19.04% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 781 19 0.0% 0.0% 140 -319 -29.0% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 710 17 0.0% 0.0% 141 +364 105.2% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Reduced 528 13 0.0% 0.0% 142 -47 -8.17% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 489 12 0.0% 0.0% 143 -125 -20.36% Q4 2025 Jan 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 413 10 0.0% 0.0% 144 +249 151.83% Q4 2025 Feb 09, 2026
MASECO LLP History No change 406 10 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 22, 2026
Salomon & Ludwin, LLC History Added to 321 8 0.0% 0.0% 146 +160 99.38% Q4 2025 Jan 28, 2026
Acumen Wealth Advisors, LLC History New 280 6 0.0% 150 +280 New Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 251 6 0.0% 0.0% 147 +199 382.69% Q4 2025 Feb 02, 2026
Sterling Capital Management LLC History Added to 271 6 0.0% 0.0% 149 +172 173.74% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Added to 259 6 0.0% 0.0% 151 +72 38.5% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 237 6 0.0% 0.0% 148 -4 -1.66% Q4 2025 Jan 20, 2026
Arax Advisory Partners History Reduced 206 5 0.0% 0.0% 152 -2 -0.96% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 176 4 0.0% 0.0% 153 -48 -21.43% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 98 2 0.0% 0.0% 154 -351 -78.17% Q4 2025 Jan 26, 2026
Pinnacle Wealth Planning Services, Inc. History New 105 2 0.0% 156 +105 New Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History No change 100 2 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 12, 2026
LRI Investments, LLC History No change 81 2 0.0% 0.0% 157 0 0.0% Q4 2025 Feb 04, 2026
US BANCORP \DE\ History Reduced 62 1 0.0% 0.0% 158 -54 -46.55% Q4 2025 Jan 30, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -181,910 -100.0% Q3 2025 Oct 15, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -145,556 -100.0% Q3 2025 Nov 14, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -56,000 -100.0% Q3 2025 Nov 04, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.09% -40,705 -100.0% Q3 2025 Oct 28, 2025
Quantbot Technologies LP History Closed out 0 0 0.03% -40,659 -100.0% Q3 2025 Nov 12, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -28,667 -100.0% Q3 2025 Nov 17, 2025
Bastion Asset Management Inc. History Closed out 0 0 0.35% -21,358 -100.0% Q3 2025 Nov 07, 2025
Jain Global LLC History Closed out 0 0 0.0% -17,900 -100.0% Q3 2025 Nov 14, 2025
Aubrey Capital Management Ltd History Closed out 0 0 0.14% -15,104 -100.0% Q3 2025 Oct 30, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.15% -13,477 -100.0% Q3 2025 Nov 13, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -12,382 -100.0% Q3 2025 Nov 14, 2025
Olympiad Research LP History Closed out 0 0 0.49% -12,319 -100.0% Q3 2025 Oct 30, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.01% -11,739 -100.0% Q3 2025 Nov 14, 2025
Vestcor Inc History Closed out 0 0 0.01% -10,385 -100.0% Q3 2025 Nov 13, 2025
XTX Topco Ltd History Closed out 0 0 0.01% -9,513 -100.0% Q3 2025 Nov 14, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.07% -7,875 -100.0% Q3 2025 Nov 14, 2025
ProShare Advisors LLC History Closed out 0 0 0.0% -7,724 -100.0% Q3 2025 Nov 06, 2025
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -7,495 -100.0% Q3 2025 Oct 09, 2025
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 0.0% -7,200 -100.0% Q3 2025 Oct 24, 2025
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -7,075 -100.0% Q3 2025 Nov 18, 2025
South Dakota Investment Council History Closed out 0 0 0.0% -4,356 -100.0% Q3 2025 Nov 12, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -3,730 -100.0% Q3 2025 Nov 12, 2025
Covestor Ltd History Reduced 2 0 0.05% -3,231 -99.94% Q4 2025 Feb 06, 2026
Quarry LP History Closed out 0 0 0.0% -568 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -510 -100.0% Q3 2025 Nov 19, 2025
EASTERN BANK History Closed out 0 0 0.0% -375 -100.0% Q3 2025 Oct 27, 2025
OSAIC HOLDINGS, INC. History Reduced 12 0 0.0% -259 -95.57% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -196 -100.0% Q3 2025 Nov 10, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Nov 05, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 0.0% -88 -100.0% Q3 2025 Nov 12, 2025
Parallel Advisors, LLC History Closed out 0 0 0.0% -41 -100.0% Q3 2025 Nov 13, 2025
Federation des caisses Desjardins du Quebec History New 40 0 +40 New Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Reduced 26 0 0.0% -39 -60.0% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 40 0 0.0% -35 -46.67% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History Closed out 0 0 -34 -100.0% Q3 2025 Nov 21, 2025
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 -33 -100.0% Q3 2025 Oct 22, 2025
TOMPKINS FINANCIAL CORP History New 31 0 +31 New Q4 2025 Jan 08, 2026
Westfuller Advisors, LLC History Closed out 0 0 -27 -100.0% Q3 2025 Oct 30, 2025
Hughes Financial Services, LLC History Closed out 0 0 -23 -100.0% Q3 2025 Nov 14, 2025
Annis Gardner Whiting Capital Advisors, LLC History New 22 0 +22 New Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -18 -100.0% Q3 2025 Nov 13, 2025
Avion Wealth History Reduced 13 0 -17 -56.67% Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 10, 2025
Vermillion Wealth Management, Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Oct 23, 2025
CIBC Private Wealth Group LLC History New 10 0 +10 New Q4 2025 Feb 12, 2026
Trust Co History New 10 0 +10 New Q4 2025 Jan 15, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 14, 2025
Ankerstar Wealth, LLC History New 7 0 +7 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 10, 2025
Advisory Services Network, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 18, 2025
IFP Advisors, Inc History Reduced 2 0 -3 -60.0% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 3 0 +3 New Q4 2025 Jan 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
SBI Securities Co., Ltd. History Reduced 18 0 -2 -10.0% Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 29, 2025
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History Closed out 0 0 -1 -100.0% Q3 2025 Oct 14, 2025
FARMERS & MERCHANTS INVESTMENTS INC History No change 27 0 0 0.0% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History No change 25 0 0 0.0% Q4 2025 Feb 13, 2026