Backblaze, Inc. - BLZE

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 3,740,041 17,428 0.0% 0.0% 1 +15,822 0.42% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 3,096,719 14,430 0.0% 0.0% 2 +403,211 14.97% Q4 2025 Jan 29, 2026
AWM Investment Company, Inc. History Added to 3,067,569 14,294 1.38% 2.67% 3 +3,043 0.1% Q4 2025 Feb 13, 2026
Pillsbury Lake Capital LLC History New 1,729,132 8,057 2.82% 4 +1,729,132 New Q4 2025 Feb 18, 2026
Whetstone Capital Advisors, LLC History Added to 1,520,055 7,083 2.21% 3.75% 5 +59,263 4.06% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,341,863 6,254 0.0% 0.0% 6 +53,583 4.16% Q4 2025 Feb 09, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 1,169,765 5,444 0.01% 0.01% 7 +835,007 249.44% Q4 2025 Feb 10, 2026
STATE STREET CORP History Added to 1,059,890 4,939 0.0% 0.0% 8 +2,196 0.21% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 955,643 4,453 0.01% 0.03% 9 +1,729 0.18% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 810,752 3,778 0.01% 0.01% 10 +393,936 94.51% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 652,675 3,041 0.0% 0.0% 11 -217,575 -25.0% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 614,800 2,864 0.01% 0.0% 12 +565,700 1152.14% Q4 2025 Mar 12, 2026
Qube Research & Technologies Ltd History Added to 614,715 2,864 0.0% 0.0% 13 +327,057 113.7% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 605,925 2,823 0.0% 0.0% 14 +254,268 72.31% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 567,803 2,645 0.0% 15 +567,803 New Q4 2025 Feb 17, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 552,023 2,572 0.09% 0.19% 16 +13,323 2.47% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 516,311 2,406 0.18% 17 +516,311 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 469,066 2,185 0.0% 0.0% 18 +105,115 28.88% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 200,422 2,072 0.01% 0.01% 19 -3,127 -1.54% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 440,647 2,053 0.0% 0.0% 20 -73,083 -14.23% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 431,173 2,009 0.0% 0.0% 21 +88,850 25.96% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 418,270 1,949 0.0% 0.0% 22 -14,963 -3.45% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 377,672 1,759 0.0% 0.0% 23 +212,558 128.73% Q4 2025 Mar 25, 2026
TUDOR INVESTMENT CORP ET AL History Added to 352,115 1,640 0.0% 2.21% 24 +300,858 586.96% Q4 2025 Feb 17, 2026
P.A.W. CAPITAL CORP History Added to 300,000 1,398 3.04% 4.65% 25 +10,000 3.45% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 299,847 1,397 0.0% 0.0% 26 +74,928 33.31% Q4 2025 Feb 12, 2026
GSA CAPITAL PARTNERS LLP History Added to 299,218 1,394 0.12% 0.09% 27 +184,015 159.73% Q4 2025 Feb 06, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 298,151 1,389 0.0% 0.0% 28 +41,362 16.11% Q4 2025 Feb 17, 2026
CastleKnight Management LP History Added to 293,300 1,366 0.03% 0.04% 29 +80,900 38.09% Q4 2025 Feb 17, 2026
PERKINS CAPITAL MANAGEMENT INC History Reduced 278,775 1,299 1.03% 2.29% 30 -1,250 -0.45% Q4 2025 Feb 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 269,663 1,256 0.02% 0.01% 31 +232,197 619.75% Q4 2025 Feb 17, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 250,000 1,165 0.99% 32 +250,000 New Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 225,111 1,049 0.0% 0.0% 33 -222,550 -49.71% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History Added to 91,406 958 0.14% 0.06% 34 +52,345 134.01% Q4 2025 Jan 27, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 205,127 955 0.0% 0.0% 35 +155,397 312.48% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Reduced 204,280 951 0.01% 0.02% 36 -23,252 -10.22% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 196,800 917 0.0% 0.0% 37 +42,800 27.79% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 192,628 897 0.0% 0.0% 38 -287,653 -59.89% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 191,667 893 0.0% 0.0% 39 +66,878 53.59% Q4 2025 Feb 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 180,184 839 0.06% 40 +180,184 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 178,901 833 0.0% 0.0% 41 +23,912 15.43% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 173,569 808 0.0% 0.0% 43 +124,350 252.65% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 173,391 808 0.0% 0.0% 42 +5,101 3.03% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 162,387 756 0.0% 0.0% 44 -89 -0.05% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 156,562 729 0.0% 0.0% 45 -328,142 -67.7% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 150,000 712 0.0% 46 +150,000 New Q4 2025 Jan 28, 2026
Baader Bank Aktiengesellschaft History New 150,000 699 0.05% 47 +150,000 New Q4 2025 Feb 05, 2026
XTX Topco Ltd History Added to 126,694 590 0.02% 0.03% 48 +62,041 95.96% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 125,384 584 0.0% 0.0% 49 -4,190 -3.23% Q4 2025 Feb 18, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 122,900 572 0.0% 0.0% 50 -47,012 -27.67% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 121,785 567 0.0% 0.0% 51 +78,068 178.58% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 118,475 552 0.0% 0.0% 52 +10,317 9.54% Q4 2025 Feb 11, 2026
PDT Partners, LLC History Reduced 103,976 484 0.03% 0.08% 53 -27,190 -20.73% Q4 2025 Feb 17, 2026
Numerai GP LLC History Added to 98,425 458 0.06% 0.05% 54 +60,018 156.27% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 85,480 398 0.0% 0.0% 55 +22,174 35.03% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Reduced 75,061 349 0.0% 0.01% 56 -19,368 -20.51% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 72,626 338 0.0% 0.0% 57 -92,699 -56.07% Q4 2025 Feb 10, 2026
Penbrook Management LLC History Added to 71,350 332 0.23% 0.34% 58 +19,325 37.15% Q4 2025 Jan 06, 2026
Nuveen, LLC History No change 71,143 331 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 12, 2026
PANAGORA ASSET MANAGEMENT INC History New 68,655 319 0.0% 60 +68,655 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 67,367 313 0.0% 0.0% 61 +6,455 10.6% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 66,331 309 0.0% 0.0% 62 +27,427 70.5% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 66,141 308 0.0% 0.0% 63 -8,421 -11.29% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History New 57,295 266 0.01% 64 +57,295 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 55,438 258 0.0% 0.0% 65 +14,302 34.77% Q4 2025 Feb 17, 2026
Dynamic Technology Lab Private Ltd History New 53,180 247 0.06% 66 +53,180 New Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 51,773 241 0.0% 0.0% 67 +1,842 3.69% Q4 2025 Feb 11, 2026
FMR LLC History Added to 48,573 226 0.0% 0.0% 68 +181 0.37% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 47,200 219 0.0% 69 +47,200 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 44,926 209 0.0% 0.0% 70 -7,030 -13.53% Q4 2025 Feb 05, 2026
Invesco Ltd. History Added to 44,103 205 0.0% 0.0% 71 +3,363 8.25% Q4 2025 Feb 19, 2026
Verition Fund Management LLC History Reduced 42,129 196 0.0% 0.0% 72 -31,490 -42.77% Q4 2025 Feb 13, 2026
Jump Financial, LLC History Reduced 41,100 191 0.0% 0.03% 73 -231,424 -84.92% Q4 2025 Feb 17, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 36,518 170 0.12% 74 +36,518 New Q4 2025 Feb 05, 2026
PharVision Advisers, LLC History New 36,502 170 0.09% 75 +36,502 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 33,200 154 0.0% 0.0% 76 +8,700 35.51% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 32,219 151 0.0% 0.0% 77 +3,523 12.28% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History No change 31,070 144 0.01% 0.01% 78 0 0.0% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History New 28,164 131 0.0% 79 +28,164 New Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History New 27,661 128 0.0% 80 +27,661 New Q4 2025 Feb 17, 2026
State of Wyoming History New 26,301 122 0.01% 81 +26,301 New Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 25,608 119 0.0% 0.0% 82 +1,010 4.11% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 24,686 116 0.0% 0.0% 83 -19,890 -44.62% Q4 2025 Mar 20, 2026
MetLife Investment Management, LLC History Reduced 24,990 116 0.0% 0.0% 84 -8,420 -25.2% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Reduced 23,786 110 0.0% 0.01% 85 -21,333 -47.28% Q4 2025 Feb 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 22,694 105 0.0% 0.0% 86 -4,488 -16.51% Q4 2025 Feb 10, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 20,800 96 0.0% 0.02% 87 -102,000 -83.06% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 19,900 92 0.0% 88 +19,900 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 18,667 89 0.0% 89 +18,667 New Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 17,472 81 0.0% 90 +17,472 New Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 16,925 78 0.0% 0.01% 91 +5,542 48.69% Q4 2025 Feb 09, 2026
Regal Investment Advisors LLC History Added to 16,145 75 0.0% 0.01% 92 +4,733 41.47% Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History No change 14,400 67 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 05, 2026
SG Americas Securities, LLC History Reduced 13,943 65 0.0% 0.0% 95 -14,290 -50.61% Q4 2025 Jan 09, 2026
GLOBEFLEX CAPITAL L P History New 14,141 65 0.01% 94 +14,141 New Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 13,560 63 0.0% 0.0% 96 -3,475 -20.4% Q4 2025 Feb 13, 2026
AXQ CAPITAL, LP History Added to 12,193 56 0.01% 0.04% 97 +1,871 18.13% Q4 2025 Feb 10, 2026
Virtu Financial LLC History Reduced 11,503 54 0.0% 0.02% 98 -28,296 -71.1% Q4 2025 Feb 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 11,100 51 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 10,670 49 0.0% 0.0% 101 +525 5.17% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,555 49 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 12, 2026
PGIM Custom Harvest LLC History No change 10,616 49 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 17, 2026
M&T BANK CORP History New 10,479 48 0.0% 103 +10,479 New Q4 2025 Jan 30, 2026
OXFORD ASSET MANAGEMENT LLP History New 10,121 47 0.02% 104 +10,121 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History New 10,079 46 0.0% 106 +10,079 New Q4 2025 Feb 06, 2026
GABELLI FUNDS LLC History New 10,020 46 0.0% 105 +10,020 New Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History No change 10,000 46 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History New 9,771 45 0.0% 108 +9,771 New Q4 2025 Feb 12, 2026
NewEdge Advisors, LLC History Reduced 8,078 37 0.0% 0.0% 109 -30,946 -79.3% Q4 2025 Feb 18, 2026
Tower Research Capital LLC (TRC) History Added to 6,922 32 0.0% 0.0% 110 +2,627 61.16% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 5,551 26 0.0% 112 +5,551 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 5,761 26 0.0% 0.0% 111 -102 -1.74% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History New 4,976 23 0.0% 113 +4,976 New Q4 2025 Mar 16, 2026
Covestor Ltd History No change 4,864 23 0.01% 0.02% 114 0 0.0% Q4 2025 Feb 06, 2026
SIMPLEX TRADING, LLC History New 4,642 21 0.0% 115 +4,642 New Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History No change 4,475 20 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 3,716 17 0.0% 0.0% 117 -5,038 -57.55% Q4 2025 Jan 26, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 3,395 15 0.0% 0.0% 118 +50 1.49% Q4 2025 Feb 17, 2026
Quarry LP History Added to 2,695 12 0.0% 0.0% 119 +2,338 654.9% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,062 9 0.0% 0.0% 120 -138 -6.27% Q4 2025 Jan 15, 2026
AMALGAMATED BANK History Added to 1,733 8 0.0% 0.0% 121 +149 9.41% Q4 2025 Feb 05, 2026
Meramec Financial Planners, LLC History New 1,850 7 0.0% 123 +1,850 New Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 1,607 7 0.0% 0.0% 122 -668 -29.36% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,500 6 0.0% 0.0% 124 +400 36.36% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History New 1,024 4 0.0% 125 +1,024 New Q4 2025 Jan 23, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,000 4 0.0% 0.01% 126 0 0.0% Q4 2025 Feb 02, 2026
GAMMA Investing LLC History Added to 748 3 0.0% 127 +688 1146.67% Q4 2025 Jan 05, 2026
Smartleaf Asset Management LLC History Added to 545 2 0.0% 0.0% 130 +317 139.04% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 469 2 0.0% 0.0% 129 -1 -0.21% Q4 2025 Feb 03, 2026
HM PAYSON & CO History No change 500 2 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 376 1 0.0% 131 +376 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 369 1 0.0% 0.0% 132 +239 183.85% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Reduced 387 1 0.0% 0.0% 135 -216 -35.82% Q4 2025 Jan 08, 2026
EverSource Wealth Advisors, LLC History Added to 238 1 0.0% 0.0% 133 +43 22.05% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 362 1 0.0% 0.0% 134 -32 -8.12% Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Closed out 0 0 0.02% -1,133,740 -100.0% Q3 2025 Nov 12, 2025
Shannon River Fund Management LLC History Closed out 0 0 0.34% -229,384 -100.0% Q3 2025 Nov 13, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.03% -180,346 -100.0% Q3 2025 Nov 14, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.01% -179,156 -100.0% Q3 2025 Oct 22, 2025
Informed Momentum Co LLC History Closed out 0 0 0.14% -129,095 -100.0% Q3 2025 Nov 14, 2025
Manatuck Hill Partners, LLC History Closed out 0 0 0.18% -60,000 -100.0% Q3 2025 Nov 14, 2025
GAGNON SECURITIES LLC History Closed out 0 0 0.1% -55,393 -100.0% Q3 2025 Nov 03, 2025
Semanteon Capital Management, LP History Closed out 0 0 0.63% -54,007 -100.0% Q3 2025 Nov 10, 2025
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -51,691 -100.0% Q3 2025 Nov 10, 2025
BAILARD, INC. History Closed out 0 0 0.01% -33,900 -100.0% Q3 2025 Oct 30, 2025
Man Group plc History Closed out 0 0 0.0% -29,685 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -25,792 -100.0% Q3 2025 Nov 17, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -25,213 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.02% -22,353 -100.0% Q3 2025 Nov 14, 2025
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -21,105 -100.0% Q3 2025 Nov 06, 2025
GWN SECURITIES INC. History Closed out 0 0 0.04% -20,060 -100.0% Q3 2025 Oct 27, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -15,436 -100.0% Q3 2025 Nov 14, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -14,941 -100.0% Q3 2025 Nov 14, 2025
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -13,194 -100.0% Q3 2025 Nov 12, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -10,400 -100.0% Q3 2025 Nov 14, 2025
Global Retirement Partners, LLC History Closed out 0 0 0.0% -5,015 -100.0% Q3 2025 Oct 21, 2025
Arax Advisory Partners History Reduced 9 0 0.0% -1,222 -99.27% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -645 -100.0% Q3 2025 Nov 03, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -350 -100.0% Q3 2025 Oct 21, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Nov 14, 2025
Marquette Asset Management, LLC History Closed out 0 0 0.0% -197 -100.0% Q3 2025 Oct 24, 2025
Allworth Financial LP History New 146 0 +146 New Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 0.0% -117 -100.0% Q3 2025 Nov 04, 2025
Rialto Wealth Management, LLC History New 111 0 +111 New Q4 2025 Jan 12, 2026
Hughes Financial Services, LLC History Closed out 0 0 -111 -100.0% Q3 2025 Nov 14, 2025
Rise Advisors, LLC History Closed out 0 0 -93 -100.0% Q3 2025 Oct 08, 2025
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 -70 -100.0% Q3 2025 Nov 13, 2025
SageView Advisory Group, LLC History New 39 0 +39 New Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 122 0 +22 22.0% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Nov 19, 2025
MAI Capital Management History New 2 0 +2 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 46 0 +1 2.22% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History No change 95 0 0 0.0% Q4 2025 Feb 13, 2026
Sachetta, LLC History No change 20 0 0 0.0% Q4 2025 Feb 02, 2026