Ceribell, Inc. - CBLL
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TPG GP A, LLC | History | No change | 3,967,422 | 87,005 | 3.24% | 2.48% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 3,928,666 | 86,155 | 0.0% | 0.0% | 2 | -552,873 | -12.34% | Q4 2025 | Feb 17, 2026 |
| Red Tree Management, LLC | History | No change | 2,205,661 | 48,370 | 44.37% | 30.57% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,848,410 | 40,535 | 0.0% | 0.0% | 4 | +160,031 | 9.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,507,909 | 33,068 | 0.0% | 0.0% | 5 | +34,053 | 2.31% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,221,927 | 26,796 | 0.0% | 0.0% | 6 | +1,162,200 | 1945.85% | Q4 2025 | Feb 10, 2026 |
| KCM Capital Inc | History | New | 1,000,000 | 21,930 | 4.19% | — | 7 | +1,000,000 | New | Q4 2025 | Feb 17, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 787,926 | 17,279 | 0.26% | 0.13% | 8 | -29,719 | -3.63% | Q4 2025 | Feb 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 786,751 | 17,253 | 0.03% | 0.02% | 9 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 609,253 | 13,363 | 0.0% | 0.0% | 10 | +27,319 | 4.69% | Q4 2025 | Feb 09, 2026 |
| Yu Fan | History | Reduced | 549,448 | 12,049 | 13.06% | 20.23% | 11 | -803,718 | -59.4% | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 542,276 | 11,892 | 0.08% | 0.03% | 12 | +182,400 | 50.68% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 533,300 | 11,695 | 0.12% | — | 13 | +533,300 | New | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 523,354 | 11,477 | 0.0% | 0.0% | 14 | -5,868 | -1.11% | Q4 2025 | Feb 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 508,456 | 11,150 | 0.0% | 0.0% | 15 | -42,877 | -7.78% | Q4 2025 | Jan 22, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 500,000 | 10,965 | 0.02% | — | 16 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 471,902 | 10,348 | 0.0% | 0.0% | 17 | +58,958 | 14.28% | Q4 2025 | Feb 13, 2026 |
| ABG-WTT Global Life Science Capital Partners GP Ltd | History | Reduced | 441,820 | 9,689 | 64.38% | 66.94% | 18 | -646,281 | -59.4% | Q4 2025 | Feb 17, 2026 |
| Redmile Group, LLC | History | No change | 435,239 | 9,544 | 0.7% | 0.49% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 388,019 | 8,509 | 0.0% | 0.0% | 20 | -23,161 | -5.63% | Q4 2025 | Feb 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 363,059 | 7,961 | 0.24% | 0.13% | 21 | -4,886 | -1.33% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 343,640 | 7,536 | 0.01% | 0.01% | 22 | +45,677 | 15.33% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 324,916 | 7,125 | 0.0% | 0.0% | 23 | +314,324 | 2967.56% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 277,497 | 6,085 | 0.0% | 0.0% | 24 | +141,714 | 104.37% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 255,584 | 5,604 | 0.02% | — | 25 | +255,584 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 235,900 | 5,173 | 0.01% | 0.0% | 26 | +23,500 | 11.06% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 223,481 | 4,900 | 0.0% | 0.0% | 27 | +12,263 | 5.81% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 209,668 | 4,598 | 0.0% | 0.0% | 28 | +55,123 | 35.67% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 198,701 | 4,357 | 0.0% | 0.0% | 29 | -467,747 | -70.19% | Q4 2025 | Feb 17, 2026 |
| Creek Drive Management Group LLC | History | New | 193,955 | 4,253 | 47.46% | — | 30 | +193,955 | New | Q4 2025 | Mar 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 192,510 | 4,221 | 0.0% | — | 31 | +192,510 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 190,561 | 4,179 | 0.0% | 0.0% | 32 | +28,394 | 17.51% | Q4 2025 | Feb 13, 2026 |
| Divisadero Street Capital Management, LP | History | New | 188,506 | 4,133 | 0.19% | — | 33 | +188,506 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 182,285 | 3,997 | 0.0% | 0.0% | 34 | -20,067 | -9.92% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 166,060 | 3,642 | 0.01% | — | 35 | +166,060 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 136,228 | 2,987 | 0.01% | 0.0% | 36 | +112,066 | 463.81% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 94,551 | 2,073 | 0.03% | 0.0% | 37 | +73,219 | 343.24% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 92,131 | 2,020 | 0.1% | 0.09% | 38 | -63,229 | -40.7% | Q4 2025 | Feb 09, 2026 |
| F/m Investments LLC | History | Added to | 92,131 | 2,020 | 0.08% | 0.03% | 39 | +14,606 | 18.84% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 85,412 | 1,873 | 0.0% | 0.0% | 40 | -171,507 | -66.76% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 85,182 | 1,868 | 0.0% | 0.0% | 41 | +1,393 | 1.66% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 67,334 | 1,476 | 0.0% | 0.0% | 42 | +25,010 | 59.09% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 54,563 | 1,196 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PDT Partners, LLC | History | Added to | 52,725 | 1,156 | 0.07% | 0.03% | 44 | +6,192 | 13.31% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 49,235 | 1,079 | 0.0% | 0.0% | 45 | -1,219 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 48,576 | 1,065 | 0.04% | 0.0% | 46 | +34,596 | 247.47% | Q4 2025 | Feb 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 47,527 | 1,042 | 0.0% | — | 47 | +47,527 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 45,863 | 1,005 | 0.0% | 0.0% | 48 | +10,200 | 28.6% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 45,061 | 988 | 0.0% | 0.0% | 49 | -1,715 | -3.67% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 40,296 | 883 | 0.0% | 0.0% | 50 | +27,511 | 215.18% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 38,846 | 851 | 0.01% | 0.0% | 51 | +5,990 | 18.23% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | New | 36,988 | 811 | 0.0% | — | 52 | +36,988 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,781 | 762 | 0.0% | 0.0% | 53 | +17,887 | 105.88% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 30,460 | 667 | 0.0% | 0.0% | 54 | -2,230 | -6.82% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,355 | 643 | 0.0% | 0.0% | 55 | +13,849 | 89.31% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 25,393 | 556 | 0.0% | — | 56 | +25,393 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 25,009 | 548 | 0.0% | — | 57 | +25,009 | New | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | New | 22,027 | 483 | 0.05% | — | 58 | +22,027 | New | Q4 2025 | Jan 29, 2026 |
| Gryphon Financial Partners LLC | History | No change | 20,063 | 439 | 0.05% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 18,137 | 397 | 0.01% | — | 60 | +18,137 | New | Q4 2025 | Feb 17, 2026 |
| Eversept Partners, LP | History | No change | 17,094 | 374 | 0.02% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,588 | 342 | 0.0% | — | 62 | +15,588 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,365 | 336 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 15,051 | 331 | 0.0% | 0.0% | 64 | +2,008 | 15.4% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 13,484 | 295 | 0.0% | — | 65 | +13,484 | New | Q4 2025 | Feb 02, 2026 |
| nVerses Capital, LLC | History | New | 12,838 | 281 | 0.63% | — | 66 | +12,838 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,369 | 271 | 0.0% | 0.0% | 67 | -8,784 | -41.53% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 12,037 | 263 | 0.0% | 0.0% | 68 | +1,618 | 15.53% | Q4 2025 | Feb 19, 2026 |
| Verition Fund Management LLC | History | New | 11,892 | 260 | 0.0% | — | 69 | +11,892 | New | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | New | 11,849 | 259 | 0.0% | — | 70 | +11,849 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 10,508 | 230 | 0.0% | — | 71 | +10,508 | New | Q4 2025 | Feb 17, 2026 |
| Voleon Capital Management LP | History | New | 9,920 | 217 | 0.0% | — | 73 | +9,920 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,909 | 217 | 0.0% | — | 72 | +9,909 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | New | 7,660 | 167 | 0.02% | — | 74 | +7,660 | New | Q4 2025 | Jan 08, 2026 |
| SG Americas Securities, LLC | History | New | 6,619 | 145 | 0.0% | — | 75 | +6,619 | New | Q4 2025 | Jan 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 6,600 | 144 | 0.0% | 0.0% | 76 | -2,100 | -24.14% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,179 | 135 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,478 | 120 | 0.03% | — | 78 | +5,447 | 17570.97% | Q4 2025 | Mar 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,918 | 63 | 0.0% | 0.0% | 79 | +854 | 41.38% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 2,871 | 62 | 0.0% | 0.0% | 80 | +2,680 | 1403.14% | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Reduced | 2,817 | 61 | 0.0% | 0.0% | 81 | -4,748 | -62.76% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,104 | 46 | 0.0% | 0.0% | 82 | -440 | -17.3% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,841 | 40 | 0.0% | 0.0% | 83 | +1,697 | 1178.47% | Q4 2025 | Jan 26, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,641 | 35 | 0.0% | 0.0% | 84 | -10,459 | -86.44% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,632 | 35 | 0.0% | 0.0% | 85 | +481 | 41.79% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,500 | 32 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 1,045 | 22 | 0.0% | 0.0% | 87 | -1,138 | -52.13% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 837 | 18 | 0.0% | 0.0% | 88 | +417 | 99.29% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 783 | 17 | 0.0% | 0.0% | 89 | +396 | 102.33% | Q4 2025 | Jan 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 600 | 13 | 0.0% | — | 90 | +600 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 525 | 11 | 0.0% | 0.0% | 91 | +54 | 11.46% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 402 | 8 | 0.0% | 0.0% | 92 | +34 | 9.24% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 319 | 6 | 0.0% | — | 93 | +319 | New | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | New | 199 | 4 | 0.0% | — | 95 | +199 | New | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 225 | 4 | 0.0% | — | 94 | +146 | 184.81% | Q4 2025 | Jan 30, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 144 | 3 | 0.0% | — | 98 | +144 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 171 | 3 | 0.0% | — | 97 | +111 | 185.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 100 | 2 | 0.0% | 0.0% | 99 | -300 | -75.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 122 | 2 | 0.0% | — | 100 | +112 | 1120.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | New | 107 | 2 | 0.0% | — | 102 | +107 | New | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 102 | 2 | 0.0% | — | 101 | +101 | 10100.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 83 | 1 | 0.0% | — | 105 | +83 | New | Q4 2025 | Jan 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 53 | 1 | 0.0% | — | 104 | +53 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 52 | 1 | 0.0% | — | 103 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.27% | — | -476,554 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Soleus Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.21% | — | -360,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EMERALD ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -122,944 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Swiss National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -31,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,057 | -100.0% | Q3 2025 | Oct 20, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,725 | -100.0% | Q3 2025 | Nov 07, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,799 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SHERBROOKE PARK ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,784 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,875 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,044 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Parallel Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -1,025 | -98.65% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -723 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q3 2025 | Oct 21, 2025 |
| True Wealth Design, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Jan 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 20 | 0 | — | — | — | -1 | -4.76% | Q4 2025 | Feb 03, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |