BEYOND MEAT, INC. - BYND

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 27,486,268 22,538 0.0% 0.0% 1 +22,201,639 420.12% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 24,526,676 20,111 0.0% 0.0% 2 +19,746,631 413.11% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 5,498,893 9,211 0.01% 0.0% 3 +5,123,360 1364.29% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 11,230,801 9,209 0.0% 0.0% 4 +7,125,301 173.56% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 10,839,000 8,887 0.02% 0.02% 5 +4,611,900 74.06% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 9,927,157 8,142 0.0% 0.0% 6 +8,105,718 445.02% Q4 2025 Feb 09, 2026
UBS Group AG History Added to 9,788,528 8,026 0.0% 0.0% 7 +8,524,783 674.57% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Added to 8,941,600 7,332 0.0% 0.0% 8 +6,800,600 317.64% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 7,934,066 6,505 0.0% 0.0% 9 +4,335,998 120.51% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 6,292,600 5,159 0.0% 0.0% 10 +4,774,000 314.37% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 4,287,948 3,516 0.0% 0.01% 11 +1,244,548 40.89% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 3,716,250 3,047 0.0% 0.0% 12 +2,591,227 230.33% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Added to 3,500,500 2,870 0.0% 0.0% 13 +3,004,700 606.03% Q4 2025 Jan 29, 2026
Calamos Advisors LLC History New 3,400,000 2,788 0.01% 14 +3,400,000 New Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,383,511 2,774 0.0% 0.0% 15 +2,816,778 497.02% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 3,169,088 2,598 0.0% 0.0% 16 +489,119 18.25% Q4 2025 Feb 13, 2026
Marathon Trading Investment Management LLC History Added to 3,057,040 2,506 0.06% 0.01% 17 +2,982,040 3976.05% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 3,046,675 2,498 0.01% 0.02% 18 +128,681 4.41% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 2,926,336 2,399 0.0% 0.0% 19 +2,323,064 385.08% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,595,427 2,128 0.0% 0.0% 20 +1,792,918 223.41% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,485,352 2,037 0.0% 0.0% 21 +1,985,352 397.07% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,922,688 1,576 0.0% 0.0% 22 -176,623 -8.41% Q4 2025 Mar 25, 2026
WHITEBOX ADVISORS LLC History Added to 1,811,200 1,485 0.02% 0.03% 23 +855,600 89.54% Q4 2025 Feb 17, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 1,598,500 1,310 0.01% 0.02% 24 -20,571 -1.27% Q4 2025 Feb 02, 2026
Skaana Management L.P. History Added to 1,557,800 1,277 0.41% 0.14% 25 +1,290,700 483.23% Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Reduced 1,250,000 1,025 0.0% 0.01% 26 -2,518,700 -66.83% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 942,475 772 0.0% 0.0% 27 +696,093 282.53% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 895,918 734 0.0% 0.0% 28 +325,759 57.13% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 863,693 708 0.0% 29 +863,693 New Q4 2025 Feb 17, 2026
DBA TRADING, LLC History New 671,300 550 0.35% 30 +671,300 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 657,254 538 0.0% 0.0% 31 +354,414 117.03% Q4 2025 Feb 13, 2026
Atom Investors LP History Added to 655,779 537 0.04% 0.01% 32 +570,536 669.31% Q4 2025 Feb 17, 2026
Sculptor Capital LP History Added to 610,300 500 0.01% 0.0% 33 +515,400 543.1% Q4 2025 Feb 13, 2026
Virtu Financial LLC History Added to 608,487 499 0.02% 0.01% 34 +529,526 670.62% Q4 2025 Feb 23, 2026
CITIGROUP INC History Added to 563,371 461 0.0% 0.0% 35 +37,668 7.17% Q4 2025 Feb 13, 2026
Shay Capital LLC History New 512,975 420 0.04% 36 +512,975 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 509,838 418 0.0% 0.0% 37 -222,365 -30.37% Q4 2025 Feb 11, 2026
MIRAE ASSET SECURITIES (USA) INC. History Added to 1,243,780 411 0.01% 0.01% 38 +1,154,807 1297.93% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 484,596 397 0.0% 0.0% 39 +429,329 776.83% Q4 2025 Feb 17, 2026
Murchinson Ltd. History Reduced 432,301 354 0.06% 0.2% 40 -406,899 -48.49% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 431,524 353 0.0% 0.0% 41 +373,264 640.69% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 413,151 338 0.0% 0.0% 42 +305,769 284.75% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 411,729 337 0.0% 0.0% 43 +215,492 109.81% Q4 2025 Feb 19, 2026
NATIXIS History New 400,000 328 0.0% 44 +400,000 New Q4 2025 Feb 13, 2026
CSS LLC/IL History New 387,300 317 0.01% 45 +387,300 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 368,707 302 0.0% 0.0% 46 +294,118 394.32% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 336,549 275 0.0% 0.0% 47 +309,384 1138.91% Q4 2025 Feb 17, 2026
Alpine Global Management, LLC History Added to 215,115 274 0.06% 0.0% 48 +205,115 2051.15% Q4 2025 Feb 26, 2026
OSAIC HOLDINGS, INC. History Reduced 334,463 274 0.0% 0.0% 49 -93,151 -21.78% Q4 2025 Feb 17, 2026
Jain Global LLC History New 304,793 249 0.0% 50 +304,793 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 302,300 247 0.0% 51 +302,300 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 278,515 228 0.0% 0.0% 52 +238,951 603.96% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History New 273,190 224 0.0% 53 +273,190 New Q4 2025 Feb 13, 2026
MANGROVE PARTNERS IM, LLC History New 261,559 214 0.02% 54 +261,559 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 237,772 195 0.0% 0.0% 55 +160,597 208.09% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 218,132 178 0.0% 0.0% 56 +179,330 462.17% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 207,760 170 0.0% 0.01% 57 -204,040 -49.55% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History New 200,025 164 0.0% 59 +200,025 New Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 200,000 164 0.01% 58 +200,000 New Q4 2025 Feb 17, 2026
Aristides Capital LLC History New 186,200 152 0.03% 60 +186,200 New Q4 2025 Feb 26, 2026
IEQ CAPITAL, LLC History New 183,522 150 0.0% 61 +183,522 New Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 168,491 138 0.0% 0.0% 62 +1,512 0.91% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 166,809 136 0.0% 0.0% 63 +71,725 75.43% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Added to 158,314 129 0.0% 0.0% 64 +58,101 57.98% Q4 2025 Feb 03, 2026
Procyon Advisors, LLC History New 154,432 126 0.01% 65 +154,432 New Q4 2025 Jan 07, 2026
Wealthfront Advisers LLC History Added to 131,429 107 0.0% 0.0% 66 +120,896 1147.78% Q4 2025 Jan 30, 2026
Parallax Volatility Advisers, L.P. History New 125,689 103 0.0% 67 +125,689 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 120,900 99 0.0% 0.0% 68 +105,100 665.19% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 120,287 98 0.0% 0.0% 69 +75,626 169.33% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 116,584 95 0.0% 70 +116,584 New Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 115,234 94 0.0% 0.0% 71 +98,443 586.28% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 100,666 82 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 97,340 79 0.0% 0.0% 73 +76,742 372.57% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 95,022 78 0.0% 0.0% 74 -9,337 -8.95% Q4 2025 Jan 09, 2026
Optas, LLC History Reduced 90,426 74 0.01% 0.04% 75 -46,390 -33.91% Q4 2025 Jan 27, 2026
HSBC HOLDINGS PLC History Added to 86,980 72 0.0% 0.0% 76 +54,508 167.86% Q4 2025 Mar 20, 2026
ROYAL BANK OF CANADA History New 83,230 68 0.0% 77 +83,230 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 82,100 67 0.0% 78 +82,100 New Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 70,065 57 0.0% 0.0% 79 +57,472 456.38% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History New 67,400 55 0.0% 80 +67,400 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 66,827 54 0.0% 0.0% 81 +52,415 363.69% Q4 2025 Feb 12, 2026
111 Capital History New 64,368 52 0.01% 82 +64,368 New Q4 2025 Feb 11, 2026
Banco Santander, S.A. History New 57,752 47 0.0% 83 +57,752 New Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 51,804 42 0.0% 0.0% 84 +37,018 250.36% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History New 49,968 40 0.0% 85 +49,968 New Q4 2025 Feb 13, 2026
Marex Group plc History New 41,074 33 0.0% 87 +41,074 New Q4 2025 Feb 12, 2026
Leonteq Securities AG History Added to 40,381 33 0.0% 0.0% 86 +8,152 25.29% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 39,572 32 0.0% 0.0% 88 +7,634 23.9% Q4 2025 Feb 17, 2026
FMR LLC History Added to 36,970 30 0.0% 0.0% 89 +29,417 389.47% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 34,357 28 0.0% 0.0% 90 +27,528 403.1% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History Added to 31,122 25 0.0% 0.0% 91 +25,230 428.21% Q4 2025 Feb 11, 2026
XPONANCE LLC History New 29,893 24 0.0% 92 +29,893 New Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 28,986 23 0.0% 0.0% 93 +22,503 347.11% Q4 2025 Feb 17, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 24,261 21 0.0% 94 +24,210 47470.59% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 25,364 20 0.0% 95 +25,364 New Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 25,279 20 0.0% 0.0% 96 -14,440 -36.36% Q4 2025 Feb 10, 2026
Walleye Trading LLC History Reduced 23,900 19 0.0% 0.0% 99 -53,400 -69.08% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 23,604 19 0.0% 0.0% 98 +18,994 412.02% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 24,092 19 0.0% 0.0% 97 +11,863 97.01% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Reduced 23,194 19 0.0% 0.0% 100 -631 -2.65% Q4 2025 Mar 09, 2026
Wealthspire Advisors, LLC History Added to 20,015 16 0.0% 104 +20,000 133333.33% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History New 19,545 16 0.0% 101 +19,545 New Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 20,288 16 0.0% 0.0% 102 +15,616 334.25% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 19,954 16 0.0% 0.0% 103 -332 -1.64% Q4 2025 Feb 10, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 20,075 16 0.0% 0.01% 106 -2 -0.01% Q4 2025 Jan 13, 2026
Golden State Equity Partners History No change 20,000 16 0.0% 0.01% 105 0 0.0% Q4 2025 Jan 29, 2026
Mariner, LLC History New 18,799 15 0.0% 108 +18,799 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 17,826 15 0.0% 0.0% 109 +11,288 172.65% Q4 2025 Jan 26, 2026
TD Waterhouse Canada Inc. History Added to 18,845 15 0.0% 0.0% 110 +465 2.53% Q4 2025 Jan 27, 2026
FARALLON CAPITAL MANAGEMENT LLC History No change 19,000 15 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 17, 2026
Falcon Wealth Planning History New 18,002 14 0.0% 111 +18,002 New Q4 2025 Feb 03, 2026
PRINCIPAL FINANCIAL GROUP INC History New 17,008 13 0.0% 112 +17,008 New Q4 2025 Feb 02, 2026
SummitTX Capital, L.P. History New 16,700 13 0.0% 115 +16,700 New Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 15,935 13 0.0% 114 +15,935 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 16,992 13 0.0% 0.0% 113 -2,539 -13.0% Q4 2025 Feb 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History New 15,267 12 0.0% 116 +15,267 New Q4 2025 Feb 06, 2026
GC Wealth Management RIA, LLC History No change 13,915 11 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 30, 2026
STIFEL FINANCIAL CORP History New 12,861 10 0.0% 118 +12,861 New Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 12,045 10 0.0% 0.0% 119 +9,895 460.23% Q4 2025 Feb 05, 2026
Scientech Research LLC History Reduced 11,594 9 0.01% 0.08% 125 -116,852 -90.97% Q4 2025 Feb 17, 2026
Rathbones Group PLC History New 11,949 9 0.0% 121 +11,949 New Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 12,041 9 0.0% 0.0% 123 +11,478 2038.72% Q4 2025 Feb 18, 2026
Focus Partners Wealth History New 11,213 9 0.0% 122 +11,213 New Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History New 11,144 9 0.0% 120 +11,144 New Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 11,711 9 0.0% 0.0% 124 -2,802 -19.31% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 10,682 8 0.0% 0.0% 126 -12,850 -54.61% Q4 2025 Feb 11, 2026
MINDSET WEALTH MANAGEMENT, LLC History New 10,900 8 0.0% 131 +10,900 New Q4 2025 Feb 12, 2026
Capstone Financial Advisors, Inc. History New 10,119 8 0.0% 128 +10,119 New Q4 2025 Feb 17, 2026
AIMZ Investment Advisors, LLC History New 10,000 8 0.0% 129 +10,000 New Q4 2025 Feb 17, 2026
Mint Tower Capital Management B.V. History New 10,000 8 0.0% 130 +10,000 New Q4 2025 Feb 12, 2026
Perigon Wealth Management, LLC History Reduced 10,086 8 0.0% 0.0% 127 -4,613 -31.38% Q4 2025 Jan 16, 2026
CIBC Private Wealth Group LLC History Added to 9,266 7 0.0% 132 +9,004 3436.64% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History New 7,729 6 0.0% 133 +7,729 New Q4 2025 Jan 05, 2026
Federation des caisses Desjardins du Quebec History Added to 7,634 6 0.0% 0.0% 134 +4,943 183.69% Q4 2025 Feb 12, 2026
Westside Investment Management, Inc. History Reduced 7,300 5 0.0% 0.0% 135 -4,000 -35.4% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History New 3,976 3 0.0% 137 +3,976 New Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 3,710 3 0.0% 0.0% 136 -80 -2.11% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 2,510 2 0.0% 0.0% 139 +1,910 318.33% Q4 2025 Feb 06, 2026
SUMMIT SECURITIES GROUP LLC History Added to 2,900 2 0.0% 0.0% 138 +900 45.0% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Reduced 2,252 1 0.0% 0.0% 141 -23,492 -91.25% Q4 2025 Feb 12, 2026
Garton & Associates Financial Advisors LLC History New 2,300 1 0.0% 147 +2,300 New Q4 2025 Feb 18, 2026
Plante Moran Financial Advisors, LLC History Added to 1,964 1 0.0% 140 +1,839 1471.2% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Added to 1,333 1 0.0% 145 +1,287 2797.83% Q4 2025 Feb 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,295 1 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History No change 750 1 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 10, 2026
Stephens Consulting, LLC History No change 2,000 1 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 13, 2026
Millstone Evans Group, LLC History No change 1,918 1 0.0% 0.0% 146 0 0.0% Q4 2025 Feb 02, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.34% -11,293,500 -100.0% Q3 2025 Nov 14, 2025
Parkwood LLC History Closed out 0 0 0.1% -5,400,000 -100.0% Q3 2025 Nov 14, 2025
GMT CAPITAL CORP History Closed out 0 0 0.12% -1,445,747 -100.0% Q3 2025 Nov 14, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.01% -425,126 -100.0% Q3 2025 Nov 14, 2025
COATUE MANAGEMENT LLC History Closed out 0 0 0.0% -343,393 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -220,913 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Closed out 0 0 0.0% -200,000 -100.0% Q3 2025 Nov 14, 2025
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 0.0% -162,019 -100.0% Q3 2025 Nov 13, 2025
Crawford Fund Management, LLC History Closed out 0 0 0.02% -70,000 -100.0% Q3 2025 Nov 14, 2025
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -43,057 -100.0% Q3 2025 Nov 13, 2025
XTX Topco Ltd History Closed out 0 0 0.0% -37,730 -100.0% Q3 2025 Nov 14, 2025
Headlands Technologies LLC History Closed out 0 0 0.0% -25,172 -100.0% Q3 2025 Nov 12, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 0.0% -23,440 -100.0% Q3 2025 Nov 06, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.0% -20,030 -100.0% Q3 2025 Oct 17, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -18,293 -100.0% Q3 2025 Nov 14, 2025
Belvedere Trading LLC History Closed out 0 0 0.0% -17,799 -100.0% Q3 2025 Oct 27, 2025
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -15,000 -100.0% Q3 2025 Nov 14, 2025
Running Point Capital Advisors, LLC History Closed out 0 0 0.01% -14,381 -100.0% Q3 2025 Oct 28, 2025
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Closed out 0 0 0.0% -12,954 -100.0% Q3 2025 Nov 13, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.0% -12,200 -100.0% Q3 2025 Nov 14, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.01% -10,428 -100.0% Q3 2025 Nov 10, 2025
Next Capital Management LLC History Closed out 0 0 0.01% -10,043 -100.0% Q3 2025 Nov 05, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -6,000 -100.0% Q3 2025 Dec 15, 2025
DeepCurrents Investment Group LLC History Closed out 0 0 0.03% -5,922 -100.0% Q3 2025 Nov 14, 2025
HighMark Wealth Management LLC History Reduced 65 0 0.0% -5,000 -98.72% Q4 2025 Feb 05, 2026
Optiver Holding B.V. History Reduced 45 0 0.0% -4,731 -99.06% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Closed out 0 0 0.0% -2,677 -100.0% Q3 2025 Oct 21, 2025
Arax Advisory Partners History Reduced 24 0 0.0% -2,078 -98.86% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 913 0 0.0% -1,369 -59.99% Q4 2025 Feb 06, 2026
UMB Bank, n.a. History Closed out 0 0 0.0% -1,278 -100.0% Q3 2025 Nov 04, 2025
HUNTINGTON NATIONAL BANK History Reduced 1 0 0.0% -1,110 -99.91% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -1,071 -100.0% Q3 2025 Oct 23, 2025
Rockefeller Capital Management L.P. History New 1,000 0 +1,000 New Q4 2025 Mar 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 0.0% -778 -100.0% Q3 2025 Oct 27, 2025
COMERICA BANK History Reduced 15 0 0.0% -717 -97.95% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 0.0% -631 -100.0% Q3 2025 Oct 22, 2025
Groupe la Francaise History Closed out 0 0 -600 -100.0% Q3 2025 Nov 13, 2025
PayPay Securities Corp History Closed out 0 0 0.04% -556 -100.0% Q3 2025 Oct 21, 2025
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Closed out 0 0 0.0% -530 -100.0% Q3 2025 Oct 24, 2025
HARBOUR INVESTMENTS, INC. History Added to 803 0 +425 112.43% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Closed out 0 0 -411 -100.0% Q3 2025 Oct 22, 2025
EverSource Wealth Advisors, LLC History Reduced 90 0 -382 -80.93% Q4 2025 Feb 06, 2026
Colonial Trust Advisors History New 339 0 +339 New Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Reduced 673 0 0.0% -336 -33.3% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Reduced 35 0 -310 -89.86% Q4 2025 Feb 04, 2026
Transamerica Financial Advisors, LLC History New 262 0 +262 New Q4 2025 Feb 13, 2026
DB Fitzpatrick & Co, Inc History New 250 0 +250 New Q4 2025 Jan 15, 2026
Bell Investment Advisors, Inc History Closed out 0 0 -213 -100.0% Q3 2025 Nov 21, 2025
MAI Capital Management History Added to 231 0 +200 645.16% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 463 0 0.0% -197 -29.85% Q4 2025 Jan 15, 2026
Cornerstone Planning Group LLC History Closed out 0 0 -183 -100.0% Q3 2025 Nov 04, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 176 0 +176 New Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,121 0 0.0% -147 -11.59% Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History New 130 0 +130 New Q4 2025 Feb 11, 2026
BOKF, NA History Closed out 0 0 -120 -100.0% Q3 2025 Nov 13, 2025
Godfrey Financial Associates, Inc. History New 115 0 +115 New Q4 2025 Feb 10, 2026
Banque Cantonale Vaudoise History Reduced 506 0 0.0% -98 -16.23% Q4 2025 Feb 06, 2026
Torren Management, LLC History New 80 0 +80 New Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Closed out 0 0 -60 -100.0% Q3 2025 Nov 18, 2025
Physician Wealth Advisors, Inc. History New 50 0 +50 New Q4 2025 Jan 29, 2026
KERR FINANCIAL PLANNING Corp History New 50 0 +50 New Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 985 0 0.0% -34 -3.34% Q4 2025 Jan 27, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 -32 -100.0% Q3 2025 Nov 14, 2025
McIlrath & Eck, LLC History Closed out 0 0 -25 -100.0% Q3 2025 Oct 22, 2025
Asset Dedication, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Nov 20, 2025
HANTZ FINANCIAL SERVICES, INC. History Added to 63 0 +18 40.0% Q4 2025 Feb 09, 2026
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 14, 2025
Peterson Wealth Services History Added to 25 0 +12 92.31% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Closed out 0 0 -12 -100.0% Q3 2025 Nov 12, 2025
Parallel Advisors, LLC History Reduced 9 0 -11 -55.0% Q4 2025 Feb 11, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 -8 -100.0% Q3 2025 Nov 19, 2025
Westfuller Advisors, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 30, 2025
Larson Financial Group LLC History New 5 0 +5 New Q4 2025 Feb 06, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 -5 -100.0% Q3 2025 Oct 17, 2025
Byrne Asset Management LLC History New 4 0 +4 New Q4 2025 Jan 12, 2026
SageView Advisory Group, LLC History New 3 0 +3 New Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 20 0 -1 -4.76% Q4 2025 Feb 06, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 07, 2025
FIFTH THIRD BANCORP History No change 150 0 0 0.0% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History No change 51 0 0 0.0% Q4 2025 Feb 09, 2026
BNP PARIBAS History No change 910 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026
TOMPKINS FINANCIAL CORP History No change 85 0 0 0.0% Q4 2025 Jan 08, 2026
ALBION FINANCIAL GROUP /UT History No change 130 0 0 0.0% Q4 2025 Jan 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 48 0 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History No change 54 0 0 0.0% Q4 2025 Jan 26, 2026
Indiana Trust & Investment Management Co History No change 75 0 0 0.0% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History No change 615 0 0.0% 0 0.0% Q4 2025 Jan 20, 2026
Clean Yield Group History No change 30 0 0 0.0% Q4 2025 Jan 26, 2026
Heritage Wealth Advisors History No change 23 0 0 0.0% Q4 2025 Feb 13, 2026
St. Johns Investment Management Company, LLC History No change 20 0 0 0.0% Q4 2025 Jan 29, 2026
Tradewinds Capital Management, LLC History No change 20 0 0 0.0% Q4 2025 Jan 14, 2026
Sunbelt Securities, Inc. History No change 30 0 0 0.0% Q4 2025 Feb 20, 2026
Darwin Wealth Management, LLC History No change 20 0 0 0.0% Q4 2025 Jan 22, 2026
Pacific Center for Financial Services History No change 83 0 0 0.0% Q4 2025 Feb 17, 2026
BFSG, LLC History No change 210 0 0 0.0% Q4 2025 Jan 22, 2026
TrinityBridge Ltd History No change 60 0 0 0.0% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History No change 245 0 0 0.0% Q4 2025 Feb 12, 2026
Investors Research Corp History No change 50 0 0 0.0% Q4 2025 Jan 06, 2026
Sound Income Strategies, LLC History No change 17 0 0 0.0% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History No change 162 0 0 0.0% Q4 2025 Feb 13, 2026
Cedar Mountain Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
Key FInancial Inc History No change 10 0 0 0.0% Q4 2025 Feb 09, 2026
Center for Financial Planning, Inc. History No change 135 0 0 0.0% Q4 2025 Feb 05, 2026
Scarborough Advisors, LLC History No change 6 0 0 0.0% Q4 2025 Feb 17, 2026
Newton One Investments LLC History No change 10 0 0 0.0% Q4 2025 Jan 23, 2026
Addison Advisors LLC History No change 206 0 0 0.0% Q4 2025 Feb 06, 2026
SOA Wealth Advisors, LLC. History No change 12 0 0 0.0% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History No change 90 0 0 0.0% Q4 2025 Jan 16, 2026
Spire Wealth Management History No change 800 0 0.0% 0 0.0% Q4 2025 Jan 14, 2026
SJS Investment Consulting Inc. History No change 10 0 0 0.0% Q4 2025 Jan 21, 2026
CoreCap Advisors, LLC History No change 1,115 0 0.0% 0 0.0% Q4 2025 Jan 13, 2026
1620 INVESTMENT ADVISORS, INC. History No change 10 0 0 0.0% Q4 2025 Feb 05, 2026
SWAN Capital LLC History No change 400 0 0 0.0% Q4 2025 Feb 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 50 0 0 0.0% Q4 2025 Feb 27, 2026
Financial Freedom, LLC History No change 126 0 0 0.0% Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History No change 85 0 0 0.0% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History No change 200 0 0 0.0% Q4 2025 Feb 10, 2026
VSM Wealth Advisory, LLC History No change 33 0 0 0.0% Q4 2025 Feb 06, 2026
Graney & King, LLC History No change 45 0 0 0.0% Q4 2025 Feb 13, 2026
Bernard Wealth Management Corp. History No change 30 0 0 0.0% Q4 2025 Jan 15, 2026
Rossby Financial, LCC History No change 23 0 0 0.0% Q4 2025 Feb 12, 2026
PINNEY & SCOFIELD, INC. History No change 800 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026
Evelyn Partners Investment Management LLP History No change 85 0 0 0.0% Q4 2025 Feb 13, 2026
Aventura Private Wealth, LLC History No change 10 0 0 0.0% Q4 2025 Jan 07, 2026