Butterfly Network, Inc. - BFLY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
BlackRock, Inc. History Added to 14,931,079 56,738 0.0% 0.0% 1 +1,095,839 7.92% Q4 2025 Feb 12, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History Added to 14,335,055 54,473 1.11% 0.43% 2 +4,379,911 44.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 11,315,969 43,000 0.0% 0.0% 3 +275,889 2.5% Q4 2025 Jan 29, 2026
Fosun International Ltd History No change 10,716,630 40,723 9.48% 7.73% 4 0 0.0% Q4 2025 Feb 11, 2026
Hood River Capital Management LLC History Added to 6,954,486 26,427 0.29% 0.12% 5 +1,548,360 28.64% Q4 2025 Feb 17, 2026
ARK Investment Management LLC History Added to 6,244,427 23,728 0.16% 0.07% 6 +99,079 1.61% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 5,373,002 20,417 0.0% 0.0% 7 -582,959 -9.79% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,679,120 17,785 0.0% 0.0% 8 +75,243 1.63% Q4 2025 Feb 09, 2026
AWM Investment Company, Inc. History Added to 3,400,000 12,920 1.25% 0.07% 9 +3,000,000 750.0% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,174,053 12,061 0.01% 0.0% 10 +1,653,168 108.7% Q4 2025 Feb 17, 2026
First Light Asset Management, LLC History Added to 2,812,131 10,686 0.82% 0.21% 11 +1,684,133 149.3% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,650,670 10,072 0.0% 0.0% 12 +963,644 57.12% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,436,284 9,257 0.0% 0.0% 13 +2,301,034 1701.32% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,325,929 8,838 0.0% 0.0% 14 +442,906 23.52% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 2,171,041 8,249 0.0% 0.0% 15 +10,849 0.5% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,801,081 6,844 0.0% 0.0% 16 +1,006,095 126.56% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,772,563 6,735 0.0% 0.0% 17 +124,359 7.55% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 1,759,723 6,686 0.01% 0.0% 18 +617,674 54.08% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 1,652,237 6,278 0.0% 0.0% 19 +1,008,556 156.69% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 1,640,700 6,234 0.01% 0.0% 20 +1,038,100 172.27% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 1,473,125 5,597 0.0% 0.0% 21 -39,504 -2.61% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,254,606 4,767 0.0% 0.0% 22 +869,514 225.79% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 962,391 3,657 0.0% 0.0% 23 +570,960 145.86% Q4 2025 Mar 25, 2026
PERKINS CAPITAL MANAGEMENT INC History Reduced 923,780 3,510 2.79% 1.57% 24 -500 -0.05% Q4 2025 Feb 04, 2026
CITADEL ADVISORS LLC History Reduced 846,218 3,215 0.0% 0.0% 25 -2,065,555 -70.94% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 822,642 3,126 0.0% 0.0% 26 +53,110 6.9% Q4 2025 Feb 18, 2026
DnB Asset Management AS History Added to 780,335 2,965 0.01% 0.0% 27 +419,197 116.08% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Added to 763,351 2,900 0.0% 0.0% 28 +681,630 834.09% Q4 2025 Feb 11, 2026
Stoic Point Capital Management LLC History New 749,850 2,849 2.4% 29 +749,850 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 716,712 2,723 0.0% 0.0% 30 +597,462 501.02% Q4 2025 Feb 13, 2026
ISTHMUS PARTNERS, LLC History No change 689,222 2,619 0.29% 0.0% 31 0 0.0% Q4 2025 Feb 05, 2026
IMC-Chicago, LLC History Added to 683,800 2,598 0.0% 0.0% 32 +239,885 54.04% Q4 2025 Jan 29, 2026
Nuveen, LLC History Added to 552,131 2,098 0.0% 0.0% 33 +124,472 29.11% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 495,743 1,883 0.0% 0.0% 34 +64,110 14.85% Q4 2025 Feb 10, 2026
POLEN CAPITAL MANAGEMENT LLC History New 472,971 1,797 0.01% 35 +472,971 New Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History New 469,270 1,783 0.01% 36 +469,270 New Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History New 419,574 1,594 0.0% 37 +419,574 New Q4 2025 Feb 13, 2026
Palumbo Wealth Management LLC History Added to 413,317 1,570 0.39% 0.09% 38 +267,238 182.94% Q4 2025 Jan 21, 2026
Invesco Ltd. History Added to 387,881 1,473 0.0% 0.0% 39 +60,538 18.49% Q4 2025 Feb 19, 2026
ALGERT GLOBAL LLC History New 382,141 1,452 0.02% 40 +382,141 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 340,825 1,295 0.0% 0.0% 41 +65,792 23.92% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Reduced 330,454 1,255 0.02% 0.01% 42 -1,250 -0.38% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 286,543 1,088 0.0% 0.0% 43 +72,021 33.57% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 280,583 1,066 0.0% 0.0% 44 +250,012 817.81% Q4 2025 Feb 13, 2026
Skyview Financial Group LLC History New 277,309 1,053 1.09% 45 +277,309 New Q4 2025 Feb 18, 2026
RHUMBLINE ADVISERS History Added to 248,782 945 0.0% 0.0% 46 +9,893 4.14% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 238,125 904 0.0% 0.0% 47 +8,545 3.72% Q4 2025 Feb 11, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 230,350 875 0.06% 0.02% 48 +74,510 47.81% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History New 228,929 869 0.0% 49 +228,929 New Q4 2025 Feb 17, 2026
Voleon Capital Management LP History Added to 225,727 857 0.02% 0.0% 51 +166,609 281.82% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 225,580 857 0.0% 0.0% 50 -2,858 -1.25% Q4 2025 Feb 11, 2026
CLOUGH CAPITAL PARTNERS L P History New 222,490 845 0.08% 52 +222,490 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 222,007 843 0.0% 0.0% 53 +96,149 76.39% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 192,000 729 0.0% 0.0% 54 +105,700 122.48% Q4 2025 Feb 17, 2026
Quent Capital, LLC History New 183,500 697 0.05% 55 +183,500 New Q4 2025 Jan 29, 2026
Green Alpha Advisors, LLC History Added to 176,371 670 0.61% 0.31% 56 +11,518 6.99% Q4 2025 Jan 07, 2026
Verition Fund Management LLC History No change 172,391 655 0.0% 0.0% 57 0 0.0% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 155,768 591 0.0% 0.0% 58 -1,187 -0.76% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 145,240 551 0.0% 59 +145,240 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 138,834 527 0.01% 0.01% 60 -50,433 -26.65% Q4 2025 Feb 03, 2026
Diametric Capital, LP History Reduced 138,341 525 0.14% 0.28% 61 -257,023 -65.01% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 137,223 521 0.01% 62 +137,223 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 135,246 513 0.0% 0.0% 63 +217 0.16% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 129,500 492 0.0% 0.0% 64 +1,000 0.78% Q4 2025 Feb 17, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 117,309 445 0.03% 0.02% 65 -7,617 -6.1% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 116,395 443 0.0% 0.0% 66 +14,446 14.17% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 111,075 422 0.0% 0.0% 67 +30,245 37.42% Q4 2025 Feb 10, 2026
Parkman Healthcare Partners LLC History Reduced 100,835 383 0.04% 0.12% 68 -501,357 -83.26% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 91,016 345 0.0% 0.0% 69 -93,496 -50.67% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 89,956 341 0.0% 0.0% 70 -8,066 -8.23% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 89,963 341 0.0% 0.0% 71 -3,485 -3.73% Q4 2025 Feb 17, 2026
Keenan, LLC History New 89,175 338 0.3% 72 +89,175 New Q4 2025 Mar 04, 2026
Schonfeld Strategic Advisors LLC History Reduced 81,320 309 0.0% 0.0% 73 -362,791 -81.69% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History No change 77,382 294 0.01% 0.01% 74 0 0.0% Q4 2025 Jan 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 69,259 263 0.0% 0.0% 75 +34,663 100.19% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History New 66,791 253 0.0% 76 +66,791 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 64,310 244 0.0% 0.0% 77 +48,299 301.66% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 63,454 241 0.0% 0.0% 78 -38,998 -38.06% Q4 2025 Jan 27, 2026
Scientech Research LLC History New 61,692 234 0.15% 79 +61,692 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 60,800 231 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 59,463 225 0.0% 81 +59,463 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 57,092 216 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 55,517 210 0.0% 0.0% 83 +5,500 11.0% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 54,496 207 0.0% 0.0% 84 +26,082 91.79% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 47,318 192 0.0% 0.0% 85 +13,618 40.41% Q4 2025 Jan 08, 2026
Walleye Capital LLC History New 48,049 182 0.0% 86 +48,049 New Q4 2025 Feb 13, 2026
Golden State Wealth Management, LLC History No change 48,000 182 0.02% 0.01% 87 0 0.0% Q4 2025 Feb 13, 2026
Osbon Capital Management LLC History New 47,572 180 0.17% 88 +47,572 New Q4 2025 Mar 16, 2026
FMR LLC History Added to 47,249 179 0.0% 0.0% 89 +7,376 18.5% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 45,592 173 0.0% 0.0% 90 +6,582 16.87% Q4 2025 Feb 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 79,420 162 0.0% 91 +79,420 New Q4 2025 Feb 11, 2026
Walleye Trading LLC History New 42,549 161 0.0% 92 +42,549 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 42,169 160 0.0% 0.0% 93 -1,147 -2.65% Q4 2025 Feb 09, 2026
Rinkey Investments History Reduced 41,600 158 0.04% 0.02% 94 -2,500 -5.67% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History No change 40,654 154 0.0% 0.0% 95 0 0.0% Q4 2025 Jan 28, 2026
Opal Wealth Advisors, LLC History Added to 36,679 139 0.04% 0.02% 96 +3,355 10.07% Q4 2025 Jan 26, 2026
180 WEALTH ADVISORS, LLC History Reduced 36,382 138 0.02% 0.01% 97 -209 -0.57% Q4 2025 Jan 09, 2026
Creative Planning History Added to 36,158 137 0.0% 0.0% 98 +15,805 77.65% Q4 2025 Feb 17, 2026
Csenge Advisory Group History No change 36,100 137 0.01% 0.0% 99 0 0.0% Q4 2025 Feb 06, 2026
ProShare Advisors LLC History Added to 35,811 136 0.0% 0.0% 100 +2,967 9.03% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 35,615 135 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History New 34,500 131 0.02% 102 +34,500 New Q4 2025 Feb 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 31,720 120 0.04% 0.02% 103 0 0.0% Q4 2025 Jan 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 30,000 114 0.0% 104 +30,000 New Q4 2025 Feb 12, 2026
Seneca Financial Advisors LLC History Reduced 30,000 114 0.03% 0.03% 105 -23,526 -43.95% Q4 2025 Jan 26, 2026
ROYAL BANK OF CANADA History New 28,903 110 0.0% 106 +28,903 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 18,919 105 0.0% 107 +18,919 New Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 27,017 103 0.0% 0.0% 108 +1,662 6.55% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History No change 26,786 101 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History New 26,500 100 0.0% 110 +26,500 New Q4 2025 Feb 13, 2026
AXQ CAPITAL, LP History Reduced 26,257 99 0.02% 0.03% 111 -12,248 -31.81% Q4 2025 Feb 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 24,922 94 0.01% 0.02% 112 -84,452 -77.21% Q4 2025 Feb 17, 2026
Spectrum Planning & Advisory Services Inc. History No change 23,670 89 0.05% 0.03% 113 0 0.0% Q4 2025 Feb 10, 2026
Focus Partners Wealth History New 23,396 88 0.0% 114 +23,396 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 22,705 86 0.0% 0.0% 115 +3,557 18.58% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Added to 22,208 84 0.01% 0.01% 116 +1,100 5.21% Q4 2025 Jan 23, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 22,074 83 0.0% 0.0% 117 +715 3.35% Q4 2025 Feb 13, 2026
FNY Investment Advisers, LLC History New 21,700 81 0.02% 118 +21,700 New Q4 2025 Jan 16, 2026
Kestra Advisory Services, LLC History New 21,515 81 0.0% 119 +21,515 New Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History New 21,303 80 0.0% 121 +21,303 New Q4 2025 Feb 06, 2026
AMERIPRISE FINANCIAL INC History Added to 21,100 80 0.0% 0.0% 120 +8,057 61.77% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 20,768 78 0.0% 0.0% 122 +17,492 533.94% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 20,437 77 0.0% 0.0% 123 -1,661 -7.52% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 19,631 74 0.0% 0.0% 124 -7,945 -28.81% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History New 19,000 72 0.0% 125 +19,000 New Q4 2025 Feb 17, 2026
James J. Burns & Company, LLC History No change 18,000 68 0.01% 0.01% 126 0 0.0% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 16,456 62 0.0% 0.0% 127 +15,456 1545.6% Q4 2025 Mar 16, 2026
Caitong International Asset Management Co., Ltd History Added to 16,134 61 0.01% 0.01% 130 +4,939 44.12% Q4 2025 Mar 03, 2026
PRUDENTIAL FINANCIAL INC History Reduced 16,210 61 0.0% 0.0% 129 -3,905 -19.41% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 16,221 61 0.0% 0.0% 128 -3,390 -17.29% Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History No change 16,000 60 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 08, 2026
Hudson Bay Capital Management LP History New 15,620 59 0.0% 132 +15,620 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 15,281 58 0.0% 0.0% 134 +3,098 25.43% Q4 2025 Jan 23, 2026
XPONANCE LLC History Added to 15,294 58 0.0% 0.0% 133 +310 2.07% Q4 2025 Feb 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 15,000 57 0.01% 0.0% 135 0 0.0% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 14,305 54 0.0% 0.0% 136 +9,805 217.89% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Added to 11,748 52 0.0% 0.0% 137 +54 0.46% Q4 2025 Jan 28, 2026
CIBC WORLD MARKETS CORP History New 12,963 49 0.0% 138 +12,963 New Q4 2025 Feb 12, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 13,010 49 0.0% 0.0% 139 -3,559 -21.48% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History New 12,417 47 0.0% 140 +12,417 New Q4 2025 Feb 12, 2026
Clear Harbor Asset Management, LLC History Added to 12,455 47 0.0% 0.0% 141 +700 5.95% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History No change 12,500 47 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 29, 2026
MACKENZIE FINANCIAL CORP History No change 12,130 46 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 18, 2026
Redwood Family Wealth LLC History New 12,100 45 0.04% 146 +12,100 New Q4 2025 Mar 06, 2026
Verdence Capital Advisors LLC History Reduced 11,956 45 0.0% 0.0% 145 -105 -0.87% Q4 2025 Jan 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 12,066 45 0.0% 0.0% 144 +72 0.6% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History New 11,830 44 0.0% 148 +11,830 New Q4 2025 Jan 26, 2026
Brevan Howard Capital Management LP History New 11,596 44 0.0% 147 +11,596 New Q4 2025 Feb 17, 2026
Flagship Private Wealth, LLC History No change 11,653 44 0.02% 0.01% 149 0 0.0% Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 11,494 43 0.0% 0.0% 151 -3,195 -21.75% Q4 2025 Feb 02, 2026
Mariner, LLC History Reduced 11,412 43 0.0% 0.0% 152 -595 -4.96% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 11,389 43 0.0% 0.0% 153 +475 4.35% Q4 2025 Feb 17, 2026
HARTLINE INVESTMENT CORP/ History No change 11,500 43 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 09, 2026
49 WEALTH MANAGEMENT, LLC History No change 11,433 43 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 04, 2026
Atlatl Advisers LLC History New 11,082 42 0.02% 155 +11,082 New Q4 2025 Feb 09, 2026
TWO SIGMA ADVISERS, LP History Reduced 11,000 41 0.0% 0.0% 156 -5,900 -34.91% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 10,433 40 0.0% 0.0% 157 -29,346 -73.77% Q4 2025 Jan 09, 2026
Sanctuary Advisors, LLC History New 10,482 39 0.0% 159 +10,482 New Q4 2025 Jan 29, 2026
SFMG, LLC History New 10,286 39 0.0% 158 +10,286 New Q4 2025 Feb 10, 2026
ExodusPoint Capital Management, LP History New 10,011 38 0.0% 161 +10,011 New Q4 2025 Feb 17, 2026
Wisconsin Wealth Advisors, LLC History New 10,000 38 0.04% 163 +10,000 New Q4 2025 Jan 07, 2026
Savant Capital, LLC History No change 10,000 38 0.0% 0.0% 160 0 0.0% Q4 2025 Feb 10, 2026
PFS Partners, LLC History No change 10,000 38 0.02% 0.01% 162 0 0.0% Q4 2025 Jan 16, 2026
Tower Research Capital LLC (TRC) History Reduced 8,644 32 0.0% 0.0% 164 -147 -1.67% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History No change 7,804 29 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 6,652 25 0.0% 0.0% 166 +650 10.83% Q4 2025 Feb 12, 2026
AMALGAMATED BANK History Reduced 6,156 23 0.0% 0.0% 167 -404 -6.16% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 3,960 15 0.0% 0.0% 168 +2,100 112.9% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 3,316 13 0.0% 0.0% 169 +736 28.53% Q4 2025 Jan 26, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,626 9 0.0% 0.0% 170 +1,998 318.15% Q4 2025 Jan 15, 2026
HighMark Wealth Management LLC History No change 2,390 9 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History No change 2,525 9 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 12, 2026
Roble, Belko & Company, Inc History No change 2,000 8 0.0% 0.0% 173 0 0.0% Q4 2025 Jan 12, 2026
New England Capital Financial Advisors LLC History Added to 2,000 7 0.0% 0.0% 175 +700 53.85% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,051 7 0.0% 0.0% 174 +15 0.74% Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History No change 2,000 7 0.0% 0.0% 176 0 0.0% Q4 2025 Jan 27, 2026
Clearstead Advisors, LLC History Reduced 1,750 6 0.0% 0.0% 177 -1 -0.06% Q4 2025 Feb 09, 2026
FINANCIAL CONSULATE, INC History No change 1,434 5 0.0% 0.0% 178 0 0.0% Q4 2025 Jan 22, 2026
EverSource Wealth Advisors, LLC History No change 1,500 5 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History New 1,200 4 0.0% 183 +1,200 New Q4 2025 Jan 21, 2026
Sterling Capital Management LLC History Added to 1,310 4 0.0% 181 +845 181.72% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,000 4 0.0% 0.0% 180 0 0.0% Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History No change 1,200 4 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 26, 2026
HARBOUR INVESTMENTS, INC. History No change 1,000 3 0.0% 0.0% 184 0 0.0% Q4 2025 Feb 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,000 3 0.0% 0.0% 185 0 0.0% Q4 2025 Jan 20, 2026
Wealth Preservation Advisors, LLC History No change 919 3 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 23, 2026
LRI Investments, LLC History No change 1,000 3 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 707 2 0.0% 0.0% 189 -1,473 -67.57% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History New 752 2 0.0% 191 +752 New Q4 2025 Feb 17, 2026
GAMMA Investing LLC History New 562 2 0.0% 190 +562 New Q4 2025 Jan 05, 2026
Allworth Financial LP History New 529 2 0.0% 188 +529 New Q4 2025 Feb 05, 2026
Sunbelt Securities, Inc. History No change 300 1 0.0% 192 0 0.0% Q4 2025 Feb 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 500 1 0.0% 193 0 0.0% Q4 2025 Jan 27, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -314,147 -100.0% Q3 2025 Nov 07, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.1% -133,428 -100.0% Q3 2025 Nov 13, 2025
Dynamic Advisor Solutions LLC History Closed out 0 0 0.01% -104,017 -100.0% Q3 2025 Oct 09, 2025
ARDSLEY ADVISORY PARTNERS LP History Closed out 0 0 0.01% -50,000 -100.0% Q3 2025 Nov 14, 2025
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 0.01% -35,000 -100.0% Q3 2025 Nov 07, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -19,250 -100.0% Q3 2025 Nov 10, 2025
Neuberger Berman Group LLC History Closed out 0 0 0.0% -16,606 -100.0% Q3 2025 Nov 12, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -10,769 -100.0% Q3 2025 Oct 22, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,650 -100.0% Q3 2025 Nov 18, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -1,500 -100.0% Q3 2025 Oct 21, 2025
SouthState Bank Corp History Closed out 0 0 0.0% -1,123 -100.0% Q3 2025 Nov 05, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -652 -100.0% Q3 2025 Nov 12, 2025
US BANCORP \DE\ History New 197 0 +197 New Q4 2025 Jan 30, 2026
ROTHSCHILD INVESTMENT LLC History New 182 0 +182 New Q4 2025 Feb 10, 2026
YANKCOM Partnership History New 150 0 +150 New Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History New 80 0 +80 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History New 62 0 +62 New Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History New 35 0 +35 New Q4 2025 Feb 13, 2026
New Millennium Group LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 10, 2025
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
MAI Capital Management History No change 50 0 0 0.0% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History No change 6 0 0 0.0% Q4 2025 Jan 20, 2026
SWAN Capital LLC History No change 100 0 0 0.0% Q4 2025 Feb 12, 2026