BIOLIFE SOLUTIONS INC - BLFS

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
Casdin Capital, LLC History Reduced 5,957,165 144,044 8.95% 14.27% 1 -750,000 -11.18% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 5,911,614 142,942 0.0% 0.0% 2 +311,116 5.56% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 3,932,191 95,080 0.01% 0.01% 3 +332,747 9.24% Q4 2025 Feb 19, 2026
VANGUARD GROUP INC History Added to 3,087,386 74,652 0.0% 0.0% 4 +119,868 4.04% Q4 2025 Jan 29, 2026
FMR LLC History Added to 1,548,194 37,435 0.0% 0.0% 5 +532,423 52.42% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 1,505,593 36,405 0.0% 0.0% 6 +49,028 3.37% Q4 2025 Feb 13, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 1,083,838 26,207 0.1% 0.11% 7 -25,084 -2.26% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,025,170 24,790 0.01% 0.01% 8 +21,787 2.17% Q4 2025 Feb 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,004,164 24,280 0.01% 0.01% 9 -93,188 -8.49% Q4 2025 Jan 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 953,126 23,050 0.0% 0.0% 10 +788 0.08% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 904,318 21,866 0.0% 0.01% 11 -4,583 -0.5% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 819,288 19,812 0.0% 12 +819,288 New Q4 2025 Feb 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 811,010 19,610 0.58% 0.63% 13 -97,430 -10.72% Q4 2025 Feb 17, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 803,538 19,429 0.36% 0.39% 14 -95,493 -10.62% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 705,863 17,067 0.03% 0.05% 15 -304,266 -30.12% Q4 2025 Mar 16, 2026
Stephens Investment Management Group LLC History Reduced 606,887 14,674 0.19% 0.2% 16 -1,927 -0.32% Q4 2025 Feb 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 575,463 13,914 0.15% 0.17% 17 -55,128 -8.74% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 535,040 12,937 0.0% 0.0% 18 -45,660 -7.86% Q4 2025 Feb 13, 2026
GAGNON SECURITIES LLC History Reduced 534,357 12,920 2.63% 2.74% 19 -1,400 -0.26% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 521,327 12,605 0.0% 0.0% 20 +43,054 9.0% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 496,937 12,015 0.01% 0.01% 21 -317 -0.06% Q4 2025 Feb 12, 2026
Granahan Investment Management, LLC History Added to 482,356 11,663 0.5% 0.41% 22 +90,260 23.02% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 440,054 10,826 0.0% 0.0% 23 -40,384 -8.41% Q4 2025 Feb 18, 2026
Curi Capital, LLC History Reduced 423,542 10,241 0.18% 0.2% 24 -8,582 -1.99% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 418,678 10,123 0.0% 0.0% 25 +1,544 0.37% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 417,090 10,085 0.1% 0.12% 26 -54,839 -11.62% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 379,741 9,182 0.0% 0.0% 27 +10,206 2.76% Q4 2025 Feb 13, 2026
Capricorn Fund Managers Ltd History New 378,550 9,153 2.21% 28 +378,550 New Q4 2025 Jan 21, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 356,343 8,616 0.26% 0.28% 29 -4,799 -1.33% Q4 2025 Jan 28, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 298,618 7,220 0.01% 0.01% 30 0 0.0% Q4 2025 Feb 12, 2026
T. Rowe Price Investment Management, Inc. History Reduced 276,961 6,697 0.0% 0.06% 31 -3,789,891 -93.19% Q4 2025 Feb 19, 2026
Gagnon Advisors, LLC History No change 274,217 6,630 4.21% 4.32% 32 0 0.0% Q4 2025 Feb 13, 2026
Ranger Investment Management, L.P. History Reduced 270,290 6,535 0.45% 0.52% 33 -19,635 -6.77% Q4 2025 Feb 13, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Reduced 262,971 6,358 0.44% 0.49% 34 -1,034 -0.39% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 243,560 5,889 0.0% 0.0% 35 +17,946 7.95% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 243,305 5,883 0.0% 0.0% 36 -49,601 -16.93% Q4 2025 Jan 29, 2026
Summit Creek Advisors LLC History Added to 238,802 5,774 0.91% 0.71% 37 +46,541 24.21% Q4 2025 Feb 06, 2026
GOLDMAN SACHS GROUP INC History Added to 228,941 5,535 0.0% 0.0% 38 +47,222 25.99% Q4 2025 Mar 25, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 224,700 5,433 0.01% 0.01% 39 +32,500 16.91% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 223,922 5,414 0.0% 0.0% 40 -20,086 -8.23% Q4 2025 Feb 10, 2026
Heights Point Management, LP History New 217,548 5,260 4.49% 41 +217,548 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 216,283 5,229 0.0% 0.0% 42 -4,562 -2.07% Q4 2025 Feb 10, 2026
Uniplan Investment Counsel, Inc. History Reduced 194,617 4,705 0.47% 0.49% 43 -146 -0.07% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 186,613 4,512 0.0% 0.0% 44 -951 -0.51% Q4 2025 Feb 02, 2026
TD ASSET MANAGEMENT INC History Added to 170,970 4,134 0.0% 0.0% 45 +29,638 20.97% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 166,381 4,023 0.0% 0.0% 46 -119,162 -41.73% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 166,229 4,019 0.0% 0.0% 47 +5,779 3.6% Q4 2025 Feb 17, 2026
ISTHMUS PARTNERS, LLC History Added to 138,393 3,346 0.37% 0.0% 48 +622 0.45% Q4 2025 Feb 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 134,935 3,262 0.01% 0.01% 49 -16,443 -10.86% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 128,970 3,118 0.0% 0.0% 50 +16,086 14.25% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 121,105 2,928 0.0% 0.0% 51 +6,518 5.69% Q4 2025 Feb 13, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History Added to 120,211 2,906 0.04% 0.04% 52 +9,016 8.11% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 111,956 2,707 0.0% 0.0% 53 +45,113 67.49% Q4 2025 Feb 12, 2026
Legal & General Group Plc History Reduced 105,014 2,539 0.0% 0.0% 54 -3,893 -3.57% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 99,579 2,408 0.0% 55 +99,579 New Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 98,213 2,374 0.01% 0.01% 56 -2,675 -2.65% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 97,313 2,353 0.0% 0.0% 57 -53,771 -35.59% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Added to 93,296 2,255 0.0% 0.0% 58 +2,311 2.54% Q4 2025 Feb 13, 2026
BARINGS LLC History No change 91,316 2,208 0.04% 0.04% 59 0 0.0% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 80,300 1,941 0.0% 0.0% 60 +1,500 1.9% Q4 2025 Feb 12, 2026
Conestoga Capital Advisors, LLC History Added to 78,492 1,897 0.03% 0.03% 61 +2,990 3.96% Q4 2025 Feb 02, 2026
Rathbones Group PLC History No change 77,086 1,863 0.01% 0.01% 62 0 0.0% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 75,372 1,822 0.0% 0.0% 63 -4,882 -6.08% Q4 2025 Feb 13, 2026
SummitTX Capital, L.P. History New 72,266 1,747 0.05% 64 +72,266 New Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 69,316 1,676 0.01% 65 +69,316 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 64,094 1,549 0.0% 0.0% 66 +9,792 18.03% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 57,569 1,392 0.0% 0.0% 67 0 0.0% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History New 50,354 1,217 0.0% 68 +50,354 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 44,446 1,074 0.0% 0.0% 69 -3,181 -6.68% Q4 2025 Feb 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 44,188 1,068 0.02% 0.03% 70 -4,812 -9.82% Q4 2025 Feb 02, 2026
ALLIANCEBERNSTEIN L.P. History Added to 44,012 1,064 0.0% 0.0% 71 +10,762 32.37% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 43,966 1,063 0.0% 0.0% 72 -98,240 -69.08% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 40,979 990 0.0% 0.0% 73 -28,654 -41.15% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 38,733 936 0.0% 0.0% 74 -104 -0.27% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 37,697 911 0.0% 0.0% 75 +16 0.04% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Reduced 37,556 908 0.01% 0.01% 76 -450 -1.18% Q4 2025 Jan 29, 2026
XTX Topco Ltd History Added to 36,262 876 0.02% 0.01% 77 +26,729 280.38% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 35,752 864 0.0% 0.0% 78 -2,250 -5.92% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History No change 34,692 837 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 33,410 807 0.0% 0.0% 80 -93,056 -73.58% Q4 2025 Feb 17, 2026
SANDLER CAPITAL MANAGEMENT History New 31,637 764 0.25% 81 +31,637 New Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History New 30,919 747 0.01% 82 +30,919 New Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 29,783 721 0.0% 0.0% 83 +4,014 15.58% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 29,694 718 0.0% 0.0% 84 +1,012 3.53% Q4 2025 Feb 11, 2026
Meros Investment Management, LP History Reduced 28,454 688 0.27% 0.51% 85 -18,156 -38.95% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 27,128 656 0.0% 0.0% 86 +15,697 137.32% Q4 2025 Jan 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 26,798 648 0.0% 0.0% 87 -1,196 -4.27% Q4 2025 Feb 05, 2026
Diametric Capital, LP History New 25,622 619 0.17% 88 +25,622 New Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 25,571 618 0.01% 0.01% 89 -12,111 -32.14% Q4 2025 Feb 10, 2026
Cannell & Spears LLC History No change 25,436 615 0.01% 0.01% 90 0 0.0% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 24,622 595 0.0% 0.0% 91 -55,097 -69.11% Q4 2025 Jan 15, 2026
Penbrook Management LLC History Reduced 22,955 555 0.38% 0.41% 92 -200 -0.86% Q4 2025 Jan 06, 2026
Illinois Municipal Retirement Fund History Added to 22,662 547 0.01% 0.01% 93 +4,202 22.76% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History No change 22,042 532 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Reduced 21,820 527 0.03% 0.07% 95 -12,713 -36.81% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Added to 19,850 479 0.01% 0.01% 96 +326 1.67% Q4 2025 Jan 23, 2026
JANUS HENDERSON GROUP PLC History No change 19,717 476 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 19,221 464 0.0% 98 +19,221 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 19,062 460 0.0% 0.0% 99 +1,268 7.13% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 18,960 458 0.0% 0.0% 100 -6,673 -26.03% Q4 2025 Feb 10, 2026
Louisiana State Employees Retirement System History Added to 17,900 432 0.01% 0.01% 101 +100 0.56% Q4 2025 Jan 16, 2026
STIFEL FINANCIAL CORP History Reduced 16,433 397 0.0% 0.0% 102 -105 -0.63% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History No change 15,953 385 0.0% 0.01% 103 0 0.0% Q4 2025 Feb 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 14,868 376 0.01% 0.01% 104 -20 -0.13% Q4 2025 Jan 08, 2026
COMERICA BANK History Reduced 14,969 361 0.0% 0.0% 105 -3,823 -20.34% Q4 2025 Jan 29, 2026
LPL Financial LLC History Reduced 13,731 332 0.0% 0.0% 106 -1,709 -11.07% Q4 2025 Feb 11, 2026
PERKINS CAPITAL MANAGEMENT INC History No change 12,500 302 0.24% 0.28% 107 0 0.0% Q4 2025 Feb 04, 2026
Gryphon Financial Partners LLC History No change 11,999 290 0.03% 0.03% 108 0 0.0% Q4 2025 Jan 08, 2026
Engineers Gate Manager LP History Reduced 11,692 282 0.0% 0.01% 109 -31,584 -72.98% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 11,390 275 0.0% 0.0% 110 -637 -5.3% Q4 2025 Jan 28, 2026
AMALGAMATED BANK History Added to 11,346 274 0.0% 0.0% 111 +448 4.11% Q4 2025 Feb 05, 2026
NATIXIS ADVISORS, LLC History Added to 11,281 273 0.0% 0.0% 112 +33 0.29% Q4 2025 Feb 10, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 11,099 268 0.0% 113 +11,099 New Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,727 265 0.0% 0.0% 114 -1,305 -10.85% Q4 2025 Jan 21, 2026
GLENMEDE TRUST CO NA History New 10,624 256 0.0% 115 +10,624 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,459 252 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,992 241 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History New 9,674 233 0.0% 119 +9,674 New Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,655 233 0.0% 0.0% 118 -227 -2.3% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 9,570 231 0.0% 0.0% 120 -361 -3.64% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Reduced 9,156 221 0.0% 0.0% 121 -578 -5.94% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 9,084 219 0.0% 0.0% 122 +8,926 5649.37% Q4 2025 Feb 17, 2026
Compagnie Lombard Odier SCmA History No change 9,000 217 0.0% 0.0% 123 0 0.0% Q4 2025 Jan 16, 2026
KLP KAPITALFORVALTNING AS History No change 8,900 215 0.0% 0.0% 124 0 0.0% Q4 2025 Jan 28, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 8,885 214 0.0% 0.0% 125 +106 1.21% Q4 2025 Feb 04, 2026
CONNORS INVESTOR SERVICES INC History No change 8,766 211 0.02% 0.02% 126 0 0.0% Q4 2025 Feb 09, 2026
Forum Private Client Group LLC History Reduced 8,585 207 0.07% 0.1% 127 -2,183 -20.27% Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,690 185 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 27, 2026
State of Tennessee, Department of Treasury History Reduced 7,823 170 0.0% 0.0% 129 -618 -7.32% Q4 2025 Feb 18, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 6,500 157 0.0% 0.0% 130 -100 -1.52% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 4,256 102 0.01% 0.01% 131 -316 -6.91% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 3,379 81 0.0% 0.0% 132 +130 4.0% Q4 2025 Jan 05, 2026
Ameritas Investment Partners, Inc. History No change 3,169 76 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,673 65 0.0% 0.0% 134 +796 42.41% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,668 64 0.0% 0.0% 135 -1,757 -39.71% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 2,549 61 0.0% 0.0% 136 +62 2.49% Q4 2025 Jan 30, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 2,274 54 0.04% 0.04% 137 +8 0.35% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 2,073 50 0.0% 0.0% 138 +472 29.48% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 2,054 49 0.0% 0.0% 139 0 0.0% Q4 2025 Jan 20, 2026
Aquatic Capital Management LLC History Reduced 2,025 48 0.0% 0.02% 140 -32,816 -94.19% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,552 37 0.0% 142 +1,552 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 837 37 0.0% 0.0% 141 -71 -7.82% Q4 2025 Jan 08, 2026
Kemnay Advisory Services Inc. History New 1,467 35 0.01% 144 +1,467 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,472 35 0.0% 0.0% 143 -281 -16.03% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History New 1,245 30 0.0% 145 +1,245 New Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 844 20 0.0% 0.0% 146 +67 8.62% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 826 19 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 771 18 0.0% 0.0% 148 +52 7.23% Q4 2025 Jan 23, 2026
BNP Paribas Asset Management Holding S.A. History Added to 700 17 0.0% 0.0% 149 +209 42.57% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 678 16 0.0% 0.0% 150 +40 6.27% Q4 2025 Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 600 14 0.01% 0.01% 151 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Reduced 471 11 0.0% 0.0% 152 -15 -3.09% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 402 9 0.0% 0.0% 153 +16 4.15% Q4 2025 Feb 02, 2026
Pillar Financial Advisors, LLC History No change 396 9 0.01% 0.01% 154 0 0.0% Q4 2025 Feb 02, 2026
MCF Advisors LLC History No change 337 8 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 11, 2026
Aster Capital Management (DIFC) Ltd History New 317 7 0.0% 157 +317 New Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Reduced 311 7 0.0% 0.0% 156 -44 -12.39% Q4 2025 Jan 28, 2026
Sterling Capital Management LLC History Added to 266 6 0.0% 0.0% 158 +174 189.13% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 211 5 0.0% 159 +211 New Q4 2025 Feb 11, 2026
Quarry LP History Reduced 174 4 0.0% 0.01% 162 -1,939 -91.77% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 168 4 0.0% 0.0% 161 -97 -36.6% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 188 4 0.0% 0.0% 160 +22 13.25% Q4 2025 Feb 13, 2026
Rachor Investment Advisory Services, LLC History New 139 3 0.0% 167 +139 New Q4 2025 Jan 30, 2026
SageView Advisory Group, LLC History New 138 3 0.0% 166 +138 New Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 138 3 0.0% 0.0% 164 +39 39.39% Q4 2025 Feb 05, 2026
CWM, LLC History Reduced 139 3 0.0% 0.0% 165 -19 -12.03% Q4 2025 Jan 26, 2026
SouthState Bank Corp History No change 158 3 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 121 2 0.0% 0.0% 169 -380 -75.85% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History New 96 2 0.0% 171 +96 New Q4 2025 Jan 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 85 2 0.0% 170 +79 1316.67% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 96 2 0.0% 0.0% 168 +6 6.67% Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History New 56 1 0.0% 175 +56 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 54 1 0.0% 173 +54 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 48 1 0.0% 0.0% 174 -1 -2.04% Q4 2025 Feb 03, 2026
MAI Capital Management History No change 69 1 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -113,030 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 13.19% -111,356 -100.0% Q3 2025 Dec 09, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -101,676 -100.0% Q3 2025 Nov 13, 2025
CRAMER ROSENTHAL MCGLYNN LLC History Closed out 0 0 0.15% -96,590 -100.0% Q3 2025 Nov 12, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -54,633 -100.0% Q3 2025 Nov 14, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -29,812 -100.0% Q3 2025 Nov 14, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -27,698 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -17,898 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -15,800 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -15,577 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -14,716 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.18% -12,389 -100.0% Q3 2025 Nov 17, 2025
SENTINEL PENSION ADVISORS, LLC History Closed out 0 0 0.04% -10,053 -100.0% Q3 2025 Oct 21, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -9,504 -100.0% Q3 2025 Nov 12, 2025
State of Wyoming History Closed out 0 0 0.0% -890 -100.0% Q3 2025 Nov 04, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -578 -100.0% Q3 2025 Nov 18, 2025
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -512 -100.0% Q3 2025 Oct 15, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -123 -100.0% Q3 2025 Oct 21, 2025
WHITTIER TRUST CO History Closed out 0 0 0.0% -121 -100.0% Q3 2025 Oct 31, 2025
Stephens Consulting, LLC History Closed out 0 0 0.0% -89 -100.0% Q3 2025 Oct 15, 2025
Arax Advisory Partners History Reduced 5 0 0.0% -53 -91.38% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 33 0 +33 New Q4 2025 Feb 12, 2026
ASSETMARK, INC History New 28 0 +28 New Q4 2025 Jan 23, 2026
Cloud Capital Management, LLC History Closed out 0 0 -27 -100.0% Q3 2025 Nov 03, 2025
Advocate Investing Services LLC History New 22 0 +22 New Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History New 20 0 +20 New Q4 2025 Feb 06, 2026
Clearstead Trust, LLC History Closed out 0 0 -17 -100.0% Q3 2025 Nov 10, 2025
HUNTINGTON NATIONAL BANK History Closed out 0 0 -11 -100.0% Q3 2025 Nov 12, 2025
Caitong International Asset Management Co., Ltd History Reduced 4 0 -7 -63.64% Q4 2025 Mar 03, 2026
JPL Wealth Management, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 14, 2025
GILPIN WEALTH MANAGEMENT, LLC History New 3 0 +3 New Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History New 2 0 +2 New Q4 2025 Feb 10, 2026
Covestor Ltd History Added to 6 0 +1 20.0% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 24 0 0 0.0% Q4 2025 Feb 03, 2026
DecisionPoint Financial, LLC History No change 13 0 0 0.0% Q4 2025 Jan 29, 2026