BrightView Holdings, Inc. - BV

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
Kohlberg Kravis Roberts & Co. L.P. History No change 21,533,123 276,522 4.42% 4.88% 1 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 6,897,951 87,397 0.0% 0.0% 2 -93,007 -1.33% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 5,288,550 67,005 0.0% 0.0% 3 +44,258 0.84% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,076,380 64,317 0.01% 0.01% 4 +155,059 3.15% Q4 2025 Feb 12, 2026
Van Berkom & Associates Inc. History Added to 4,858,860 61,562 1.77% 1.77% 5 +300,982 6.6% Q4 2025 Feb 02, 2026
COOKE & BIELER LP History Added to 3,648,496 46,226 0.48% 0.49% 6 +80,446 2.25% Q4 2025 Feb 09, 2026
Harvey Partners, LLC History Reduced 2,609,000 33,056 2.93% 3.51% 7 -340,000 -11.53% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 2,422,745 30,696 0.0% 0.0% 8 -6,180 -0.25% Q4 2025 Feb 17, 2026
Newtyn Management, LLC History Reduced 2,100,000 26,607 2.8% 3.77% 9 -199,990 -8.7% Q4 2025 Feb 17, 2026
Boston Partners History Added to 1,823,681 23,106 0.02% 0.02% 10 +81,480 4.68% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,783,588 22,598 0.01% 0.01% 11 -28,322 -1.56% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 1,780,609 22,559 0.03% 0.04% 12 -31,504 -1.74% Q4 2025 Feb 05, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,676,006 21,239 0.0% 0.0% 13 +3,733 0.22% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 1,516,307 19,211 0.0% 0.0% 14 +7,731 0.51% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,265,457 16,033 0.0% 0.0% 15 -840,718 -39.92% Q4 2025 Mar 25, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,206,746 15,289 0.01% 0.01% 16 -955,460 -44.19% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,133,453 14,360 0.0% 0.0% 17 +167,451 17.33% Q4 2025 Feb 13, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Reduced 1,094,469 13,866 0.81% 0.85% 18 -4,659 -0.42% Q4 2025 Feb 17, 2026
Interval Partners, LP History Reduced 1,054,230 13,357 0.24% 0.36% 19 -587,758 -35.8% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 932,409 11,813 0.01% 0.01% 20 +491,674 111.56% Q4 2025 Feb 17, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 901,619 11,424 0.19% 0.2% 21 -2,594 -0.29% Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History Added to 873,600 11,068 0.02% 0.01% 22 +447,000 104.78% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 812,834 10,298 0.22% 0.3% 23 -235,800 -22.49% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 785,485 9,952 0.01% 0.01% 24 -178,942 -18.55% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 748,420 9,482 0.01% 0.01% 25 +179,954 31.66% Q4 2025 Feb 17, 2026
GILDER GAGNON HOWE & CO LLC History Added to 661,302 8,378 0.09% 0.09% 26 +350 0.05% Q4 2025 Feb 17, 2026
Telemark Asset Management, LLC History Reduced 650,000 8,235 0.82% 1.46% 27 -500,000 -43.48% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 603,425 7,645 0.0% 0.0% 28 +98,310 19.46% Q4 2025 Feb 13, 2026
PRIVATE MANAGEMENT GROUP INC History New 589,437 7,468 0.22% 29 +589,437 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 588,530 7,456 0.01% 0.01% 30 +29,912 5.35% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 588,382 7,454 0.0% 0.0% 31 +364,447 162.75% Q4 2025 Feb 17, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 554,890 7,030 0.21% 0.23% 32 -77,069 -12.2% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Reduced 537,659 6,813 0.0% 0.01% 33 -74,388 -12.15% Q4 2025 Feb 19, 2026
NORTHERN TRUST CORP History Reduced 535,687 6,787 0.0% 0.0% 34 -39,136 -6.81% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History Reduced 509,486 6,455 0.19% 0.2% 35 -658 -0.13% Q4 2025 Feb 05, 2026
Pillsbury Lake Capital LLC History New 489,973 6,207 2.17% 36 +489,973 New Q4 2025 Feb 18, 2026
FEDERATED HERMES, INC. History Added to 431,910 5,472 0.01% 0.01% 37 +59,169 15.87% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History Added to 430,547 5,455 0.01% 0.0% 38 +400,424 1329.3% Q4 2025 Feb 17, 2026
Alyeska Investment Group, L.P. History Reduced 429,288 5,439 0.02% 0.02% 39 -20,712 -4.6% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 421,784 5,344 0.0% 0.0% 40 -353 -0.08% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Reduced 419,134 5,310 0.09% 0.07% 41 -70,000 -14.31% Q4 2025 Feb 18, 2026
ROYCE & ASSOCIATES LP History New 417,761 5,293 0.05% 42 +417,761 New Q4 2025 Feb 09, 2026
HRT FINANCIAL LP History Added to 401,503 5,087 0.02% 0.0% 43 +306,636 323.23% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 376,006 4,763 0.0% 0.0% 44 -326,282 -46.46% Q4 2025 Feb 17, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 331,413 4,199 0.13% 0.14% 45 -16,443 -4.73% Q4 2025 Jan 28, 2026
Trexquant Investment LP History Added to 294,293 3,728 0.03% 0.04% 46 +21,898 8.04% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 273,388 3,463 0.0% 0.0% 47 +159,226 139.47% Q4 2025 Feb 13, 2026
AWH Capital, L.P. History Added to 272,500 3,452 3.19% 1.01% 48 +200,000 275.86% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 263,200 3,334 0.0% 0.0% 49 -30,004 -10.23% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 238,888 3,026 0.0% 0.0% 50 0 0.0% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 235,040 2,977 0.0% 0.0% 51 +110,753 89.11% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 225,594 2,858 0.0% 52 +225,594 New Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 212,286 2,689 0.0% 0.0% 53 -37,331 -14.96% Q4 2025 Jan 29, 2026
Penn Capital Management Company, LLC History Reduced 210,323 2,664 0.21% 0.24% 54 -26,862 -11.33% Q4 2025 Feb 09, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 209,026 2,648 0.15% 0.17% 55 -18,478 -8.12% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 198,089 2,506 0.0% 0.0% 56 +34,902 21.39% Q4 2025 Feb 18, 2026
CONNORS INVESTOR SERVICES INC History Added to 188,552 2,388 0.21% 0.16% 57 +50,881 36.96% Q4 2025 Feb 09, 2026
HighTower Advisors, LLC History Added to 187,955 2,381 0.0% 0.0% 58 +234 0.12% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Reduced 181,334 2,297 0.0% 0.0% 59 -5,083 -2.73% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 174,021 2,205 0.17% 0.2% 60 -16,479 -8.65% Q4 2025 Jan 20, 2026
Redmond Asset Management, LLC History Added to 173,716 2,200 0.56% 0.57% 61 +1,238 0.72% Q4 2025 Feb 09, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 161,638 2,047 0.0% 0.0% 62 +138,232 590.58% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 155,746 1,973 0.0% 0.0% 63 +24,049 18.26% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 155,580 1,971 0.0% 0.0% 64 -18,414 -10.58% Q4 2025 Feb 19, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 149,992 1,900 0.14% 0.14% 65 +11,629 8.4% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 148,170 1,877 0.05% 0.04% 66 +97,510 192.48% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 147,586 1,869 0.04% 67 +147,586 New Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 145,234 1,840 0.01% 0.0% 68 +102,821 242.43% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 140,400 1,778 0.0% 0.0% 69 +1,800 1.3% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 139,193 1,763 0.0% 0.0% 70 -15,846 -10.22% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 137,696 1,744 0.0% 0.0% 71 -15,376 -10.04% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 125,276 1,587 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 124,342 1,575 0.0% 0.0% 73 +65,021 109.61% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 119,181 1,510 0.0% 0.0% 74 -8,602 -6.73% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 108,875 1,379 0.02% 0.02% 75 +22,049 25.39% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 103,577 1,312 0.02% 0.02% 76 +24,523 31.02% Q4 2025 Feb 09, 2026
Expect Equity LLC History No change 100,482 1,273 1.23% 1.31% 77 0 0.0% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 88,555 1,121 0.0% 0.0% 78 +54,200 157.76% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 87,095 1,103 0.0% 0.0% 79 +25,479 41.35% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 86,176 1,091 0.0% 0.0% 80 -69,911 -44.79% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 84,596 1,071 0.0% 0.0% 81 -9,562 -10.16% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 84,089 1,065 0.0% 0.0% 82 -55,977 -39.96% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 76,665 971 0.03% 0.03% 83 +6,888 9.87% Q4 2025 Feb 10, 2026
State of Wyoming History Added to 66,936 848 0.09% 0.05% 84 +32,552 94.67% Q4 2025 Feb 11, 2026
Legal & General Group Plc History No change 64,715 819 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 09, 2026
GSA CAPITAL PARTNERS LLP History Added to 60,698 769 0.07% 0.04% 86 +25,634 73.11% Q4 2025 Feb 06, 2026
CREDIT AGRICOLE S A History New 60,000 760 0.0% 87 +60,000 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 57,369 726 0.0% 0.0% 88 -1,828 -3.09% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 56,066 711 0.0% 0.0% 89 +2,798 5.25% Q4 2025 Feb 17, 2026
Greenwich Wealth Management LLC History No change 55,000 697 0.03% 0.04% 90 0 0.0% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 53,979 683 0.0% 0.0% 91 +9,652 21.77% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 53,152 673 0.0% 0.0% 92 +14,985 39.26% Q4 2025 Feb 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 51,951 658 0.0% 0.0% 93 +30,259 139.49% Q4 2025 Jan 28, 2026
ExodusPoint Capital Management, LP History New 50,068 634 0.0% 94 +50,068 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Added to 47,939 607 0.01% 0.0% 95 +27,160 130.71% Q4 2025 Feb 17, 2026
Voleon Capital Management LP History New 44,321 561 0.01% 96 +44,321 New Q4 2025 Feb 17, 2026
STRS OHIO History Added to 42,800 542 0.0% 0.0% 97 +6,100 16.62% Q4 2025 Feb 02, 2026
MetLife Investment Management, LLC History Reduced 40,330 510 0.0% 0.0% 98 -1,603 -3.82% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 40,009 506 0.0% 0.0% 99 +13,812 52.72% Q4 2025 Feb 12, 2026
Campbell & CO Investment Adviser LLC History Reduced 38,862 492 0.02% 0.06% 100 -22,125 -36.28% Q4 2025 Feb 12, 2026
ALGERT GLOBAL LLC History New 38,400 487 0.01% 101 +38,400 New Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 37,737 478 0.0% 0.0% 102 -15,823 -29.54% Q4 2025 Feb 17, 2026
Creative Planning History Added to 37,022 469 0.0% 0.0% 103 +14,300 62.93% Q4 2025 Feb 17, 2026
Inspire Investing, LLC History Added to 36,973 468 0.04% 0.04% 104 +3,097 9.14% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 35,505 449 0.0% 0.0% 105 +3,152 9.74% Q4 2025 Feb 18, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 34,771 440 0.0% 106 +34,771 New Q4 2025 Feb 13, 2026
VARCOV Co. History New 33,851 428 0.17% 108 +33,851 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 33,799 428 0.0% 0.0% 107 -4,712 -12.24% Q4 2025 Jan 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 33,376 422 0.0% 0.0% 109 -18 -0.05% Q4 2025 Feb 17, 2026
Focus Partners Wealth History New 30,294 383 0.0% 110 +30,294 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 29,373 372 0.0% 0.0% 111 +15,795 116.33% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 28,497 361 0.0% 0.0% 112 +3,589 14.41% Q4 2025 Feb 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 28,208 357 0.0% 0.0% 113 -67,075 -70.4% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 26,832 340 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 25,307 320 0.0% 115 +25,307 New Q4 2025 Feb 17, 2026
Optimize Financial Inc History Added to 22,398 283 0.14% 0.15% 116 +320 1.45% Q4 2025 Feb 09, 2026
JB CAPITAL PARTNERS LP History No change 20,000 253 0.04% 0.05% 117 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 19,803 250 0.0% 0.0% 118 -1,347 -6.37% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 19,011 240 0.0% 119 +19,011 New Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 18,629 236 0.01% 0.06% 120 -95,489 -83.68% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 18,526 234 0.0% 121 +18,526 New Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 18,173 230 0.0% 0.0% 122 +58 0.32% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 17,513 221 0.0% 0.0% 123 -7,134 -28.94% Q4 2025 Feb 10, 2026
MCMORGAN & CO LLC History Reduced 17,410 220 0.04% 0.25% 124 -104,313 -85.7% Q4 2025 Feb 11, 2026
Diametric Capital, LP History New 16,414 207 0.06% 125 +16,414 New Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 15,936 201 0.0% 0.0% 126 +1,319 9.02% Q4 2025 Feb 10, 2026
EntryPoint Capital, LLC History Reduced 15,813 200 0.08% 0.36% 127 -53,288 -77.12% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History New 14,994 189 0.0% 128 +14,994 New Q4 2025 Mar 20, 2026
KLP KAPITALFORVALTNING AS History No change 14,900 188 0.0% 0.0% 129 0 0.0% Q4 2025 Jan 28, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 14,401 182 0.0% 0.0% 130 -9,397 -39.49% Q4 2025 Jan 27, 2026
ProShare Advisors LLC History Added to 13,138 166 0.0% 0.0% 131 +848 6.9% Q4 2025 Feb 06, 2026
Squarepoint Ops LLC History Reduced 12,260 155 0.0% 0.0% 132 -23,791 -65.99% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History No change 11,882 150 0.0% 0.0% 133 0 0.0% Q4 2025 Jan 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,810 149 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,054 140 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 10,554 134 0.0% 0.0% 136 -26,724 -71.69% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 10,405 131 0.0% 0.0% 137 -960 -8.45% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 10,016 126 0.0% 0.0% 138 -30 -0.3% Q4 2025 Feb 12, 2026
Kathmere Capital Management, LLC History No change 10,000 126 0.01% 0.01% 139 0 0.0% Q4 2025 Jan 13, 2026
State of Alaska, Department of Revenue History No change 6,402 81 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History No change 5,891 74 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 11, 2026
Sterling Capital Management LLC History Reduced 4,152 52 0.0% 0.0% 142 -808 -16.29% Q4 2025 Feb 13, 2026
BFSG, LLC History New 3,835 48 0.0% 143 +3,835 New Q4 2025 Jan 22, 2026
Tower Research Capital LLC (TRC) History Added to 2,849 36 0.0% 0.0% 144 +707 33.01% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 2,733 35 0.0% 0.0% 145 -2,662 -49.34% Q4 2025 Jan 26, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,793 35 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History No change 2,476 31 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 20, 2026
AMALGAMATED BANK History Added to 2,258 29 0.0% 0.0% 148 +244 12.12% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 2,185 27 0.0% 0.0% 149 +222 11.31% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 1,969 24 0.0% 0.0% 150 -206 -9.47% Q4 2025 Feb 06, 2026
Aster Capital Management (DIFC) Ltd History New 1,365 17 0.01% 151 +1,365 New Q4 2025 Feb 17, 2026
Torren Management, LLC History New 1,058 13 0.01% 153 +1,058 New Q4 2025 Jan 30, 2026
Versant Capital Management, Inc History Added to 1,072 13 0.0% 0.0% 152 +44 4.28% Q4 2025 Jan 08, 2026
COMERICA BANK History Reduced 961 12 0.0% 0.0% 154 -71 -6.88% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 936 11 0.0% 0.0% 155 -8 -0.85% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 813 10 0.0% 0.0% 156 +30 3.83% Q4 2025 Jan 15, 2026
Arax Advisory Partners History Reduced 723 9 0.0% 0.0% 158 -2,233 -75.54% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 688 9 0.0% 0.0% 157 +163 31.05% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Reduced 651 8 0.0% 0.0% 160 -297 -31.33% Q4 2025 Jan 05, 2026
CIBC Private Wealth Group LLC History No change 662 8 0.0% 0.0% 159 0 0.0% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Reduced 613 7 0.0% 0.0% 161 -1,033 -62.76% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History New 530 6 0.0% 163 +530 New Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 482 6 0.0% 0.0% 164 +1 0.21% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History No change 486 6 0.0% 0.0% 162 0 0.0% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 380 4 0.0% 166 +330 660.0% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 320 4 0.0% 165 +320 New Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 204 2 0.0% 167 +204 New Q4 2025 Feb 11, 2026
Optiver Holding B.V. History Reduced 190 2 0.0% 0.0% 169 -194 -50.52% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History No change 148 2 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 82 1 0.0% 0.0% 173 -241 -74.61% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 151 1 0.0% 0.0% 171 -109 -41.92% Q4 2025 Feb 17, 2026
Covestor Ltd History Added to 41 1 0.0% 174 +20 95.24% Q4 2025 Feb 06, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 104 1 0.0% 0.0% 170 0 0.0% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History No change 79 1 0.0% 0.0% 172 0 0.0% Q4 2025 Feb 11, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.07% -1,907,869 -100.0% Q3 2025 Nov 12, 2025
Capital World Investors History Closed out 0 0 0.0% -1,869,173 -100.0% Q3 2025 Nov 13, 2025
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.67% -197,000 -100.0% Q3 2025 Nov 13, 2025
CANNELL CAPITAL LLC History Closed out 0 0 0.28% -138,063 -100.0% Q3 2025 Nov 14, 2025
MONIMUS CAPITAL MANAGEMENT, LP History Closed out 0 0 1.0% -121,038 -100.0% Q3 2025 Nov 14, 2025
JENNISON ASSOCIATES LLC History Closed out 0 0 0.0% -52,585 -100.0% Q3 2025 Oct 30, 2025
&PARTNERS History Closed out 0 0 0.0% -49,470 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -42,206 -100.0% Q3 2025 Nov 14, 2025
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -41,705 -100.0% Q3 2025 Nov 14, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.0% -39,900 -100.0% Q3 2025 Nov 12, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -37,330 -100.0% Q3 2025 Nov 12, 2025
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.0% -27,340 -100.0% Q3 2025 Nov 13, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.04% -26,248 -100.0% Q3 2025 Nov 14, 2025
RBF Capital, LLC History Closed out 0 0 0.01% -20,000 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -17,438 -100.0% Q3 2025 Nov 13, 2025
BAILARD, INC. History Closed out 0 0 0.0% -17,200 -100.0% Q3 2025 Oct 30, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -15,827 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.01% -13,800 -100.0% Q3 2025 Nov 13, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -12,138 -100.0% Q3 2025 Nov 13, 2025
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -11,545 -100.0% Q3 2025 Oct 27, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -415 -100.0% Q3 2025 Nov 06, 2025
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 0.0% -191 -100.0% Q3 2025 Oct 14, 2025
North Star Investment Management Corp. History New 50 0 +50 New Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Closed out 0 0 -40 -100.0% Q3 2025 Nov 14, 2025
Sunbelt Securities, Inc. History Closed out 0 0 -29 -100.0% Q3 2025 Nov 19, 2025
Quarry LP History Closed out 0 0 -25 -100.0% Q3 2025 Nov 14, 2025
Rachor Investment Advisory Services, LLC History New 19 0 +19 New Q4 2025 Jan 30, 2026
ROTHSCHILD INVESTMENT LLC History Added to 57 0 +7 14.0% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 5 0 +5 New Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3 0 0 0.0% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History No change 72 0 0 0.0% Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History No change 41 0 0 0.0% Q4 2025 Jan 29, 2026