CareDx, Inc. - CDNA

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
BlackRock, Inc. History Reduced 4,650,409 87,613 0.0% 0.0% 1 -116,508 -2.44% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 3,428,252 64,588 0.0% 0.0% 2 -321,455 -8.57% Q4 2025 Jan 29, 2026
BAMCO INC /NY/ History No change 3,155,180 59,443 0.16% 0.12% 3 0 0.0% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 2,737,752 51,579 0.0% 0.0% 4 +171,303 6.67% Q4 2025 Feb 13, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 2,191,000 41,278 0.53% 0.49% 5 0 0.0% Q4 2025 Feb 17, 2026
ARK Investment Management LLC History Reduced 2,136,403 40,249 0.27% 0.19% 6 -34,222 -1.58% Q4 2025 Feb 11, 2026
GAGNON SECURITIES LLC History Added to 1,774,890 33,438 6.81% 5.04% 7 +45,465 2.63% Q4 2025 Feb 13, 2026
BRAIDWELL LP History Reduced 1,585,220 29,865 0.96% 0.94% 8 -597,561 -27.38% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,446,616 27,254 0.02% 0.01% 9 -293,448 -16.86% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Reduced 1,446,616 27,254 0.31% 0.24% 10 -293,448 -16.86% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,309,980 24,680 0.01% 0.0% 11 +93,456 7.68% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,243,967 23,440 0.0% 0.0% 12 -53,458 -4.12% Q4 2025 Feb 09, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,105,198 20,821 0.03% 0.02% 13 -50,400 -4.36% Q4 2025 Feb 12, 2026
Chevy Chase Trust Holdings, LLC History Added to 1,081,342 20,372 0.06% 0.03% 14 +337,591 45.39% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 1,038,486 19,565 0.01% 0.0% 15 +443,995 74.68% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 948,557 17,870 0.07% 16 +948,557 New Q4 2025 Feb 13, 2026
Ophir Asset Management Pty Ltd History Reduced 925,433 17,435 1.96% 3.95% 17 -1,272,514 -57.9% Q4 2025 Feb 17, 2026
Boston Partners History Added to 901,929 16,994 0.02% 0.0% 18 +870,574 2776.51% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 811,186 15,282 0.0% 0.0% 19 -51,097 -5.93% Q4 2025 Mar 25, 2026
Portolan Capital Management, LLC History Reduced 758,775 14,295 0.77% 0.73% 20 -174,757 -18.72% Q4 2025 Feb 17, 2026
ArrowMark Colorado Holdings LLC History Reduced 758,400 14,288 0.31% 0.26% 21 -208,516 -21.57% Q4 2025 Feb 17, 2026
Zweig-DiMenna Associates LLC History Added to 679,000 12,792 0.79% 0.58% 22 +104,000 18.09% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 671,362 12,648 0.0% 0.0% 23 -5,651 -0.83% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 665,065 12,529 0.03% 0.05% 24 -404,744 -37.83% Q4 2025 Feb 10, 2026
ROYCE & ASSOCIATES LP History Added to 581,211 10,950 0.11% 0.06% 25 +176,817 43.72% Q4 2025 Feb 09, 2026
First Eagle Investment Management, LLC History Added to 546,722 10,300 0.02% 0.01% 26 +71,576 15.06% Q4 2025 Feb 04, 2026
MORGAN STANLEY History Added to 541,522 10,202 0.0% 0.0% 27 +55,223 11.36% Q4 2025 Feb 13, 2026
Gagnon Advisors, LLC History Added to 532,892 10,039 6.37% 4.75% 28 +3,478 0.66% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 525,009 9,891 0.0% 0.0% 29 -282 -0.05% Q4 2025 Feb 13, 2026
Blue Water Life Science Advisors, LP History No change 510,000 9,608 6.03% 6.77% 30 0 0.0% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 487,050 9,176 0.0% 0.0% 31 +293,614 151.79% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 479,429 9,032 0.0% 0.0% 32 +317,014 195.19% Q4 2025 Feb 12, 2026
Palo Alto Investors LP History Added to 478,220 9,009 1.25% 0.85% 33 +162,016 51.24% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 449,886 8,475 0.0% 0.0% 34 -42,856 -8.7% Q4 2025 Feb 17, 2026
Bellevue Group AG History Reduced 431,070 8,121 0.15% 0.17% 35 -141,886 -24.76% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 420,225 7,917 0.01% 0.0% 36 +167,464 66.25% Q4 2025 Feb 17, 2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE History Reduced 375,000 7,065 14.6% 11.02% 37 -50,000 -11.76% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 371,409 6,997 0.05% 0.04% 38 0 0.0% Q4 2025 Feb 17, 2026
Aberdeen Group plc History New 345,308 6,505 0.01% 39 +345,308 New Q4 2025 Jan 16, 2026
Nuveen, LLC History Added to 333,898 6,290 0.0% 0.0% 40 +165,276 98.02% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 324,825 6,119 0.0% 0.0% 41 +6,237 1.96% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 303,035 5,709 0.0% 0.0% 42 +115,122 61.26% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 287,561 5,417 0.0% 0.0% 43 +265,661 1213.06% Q4 2025 Feb 17, 2026
Parkman Healthcare Partners LLC History New 276,154 5,202 0.5% 44 +276,154 New Q4 2025 Feb 17, 2026
Prosight Management, LP History Reduced 250,000 4,710 0.97% 1.71% 45 -254,030 -50.4% Q4 2025 Feb 13, 2026
Bullseye Asset Management LLC History Added to 235,485 4,436 2.39% 1.72% 46 +10,000 4.43% Q4 2025 Feb 13, 2026
Man Group plc History Added to 233,171 4,392 0.01% 0.0% 47 +79,009 51.25% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 230,482 4,342 0.0% 0.0% 48 +70,480 44.05% Q4 2025 Feb 09, 2026
FMR LLC History Added to 209,419 3,945 0.0% 0.0% 49 +53,803 34.57% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 174,748 3,292 0.01% 0.05% 50 -754,275 -81.19% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 169,910 3,201 0.0% 0.0% 51 +15,139 9.78% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 169,868 3,200 0.0% 0.0% 52 -14,749 -7.99% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 164,413 3,097 0.0% 0.0% 53 -22,482 -12.03% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 161,991 3,051 0.0% 0.0% 54 -4,792 -2.87% Q4 2025 Feb 18, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 139,439 2,627 0.0% 0.0% 55 +120,727 645.18% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 125,190 2,358 0.0% 0.0% 56 -15,729 -11.16% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 125,004 2,355 0.01% 0.01% 57 -43,717 -25.91% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 120,354 2,267 0.03% 0.02% 58 +21,530 21.79% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 120,031 2,261 0.0% 0.0% 59 +8,572 7.69% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 116,302 2,191 0.0% 0.0% 60 -10,033 -7.94% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 115,503 2,176 0.0% 0.0% 61 +5,758 5.25% Q4 2025 Feb 19, 2026
FRANKLIN RESOURCES INC History Added to 103,703 1,953 0.0% 0.0% 62 +3,774 3.78% Q4 2025 Feb 11, 2026
TWO SIGMA ADVISERS, LP History Added to 102,300 1,927 0.0% 0.0% 63 +74,200 264.06% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 100,956 1,902 0.02% 0.01% 64 +67,849 204.94% Q4 2025 Feb 17, 2026
FORMULA GROWTH LTD History Reduced 100,668 1,896 0.73% 0.99% 65 -91,625 -47.65% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 99,870 1,881 0.0% 0.0% 66 +59,748 148.92% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 99,735 1,879 0.0% 0.0% 67 -313,954 -75.89% Q4 2025 Feb 17, 2026
Swiss National Bank History Reduced 99,700 1,878 0.0% 0.0% 68 -2,800 -2.73% Q4 2025 Feb 12, 2026
ARS Investment Partners, LLC History Reduced 94,339 1,777 0.1% 0.1% 69 -11,716 -11.05% Q4 2025 Feb 05, 2026
Rafferty Asset Management, LLC History Reduced 91,134 1,716 0.01% 0.0% 70 -1,364 -1.47% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History New 89,300 1,682 0.0% 71 +89,300 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 87,580 1,650 0.0% 0.0% 72 +15,988 22.33% Q4 2025 Feb 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 83,493 1,573 0.11% 0.06% 73 +25,231 43.31% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History New 82,593 1,556 0.01% 74 +82,593 New Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History Added to 79,795 1,503 0.23% 0.16% 75 +8,792 12.38% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History New 78,839 1,485 0.01% 76 +78,839 New Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 78,625 1,481 0.0% 0.0% 77 +24,477 45.2% Q4 2025 Feb 02, 2026
ALGERT GLOBAL LLC History Added to 70,150 1,322 0.02% 0.01% 78 +27,840 65.8% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 69,198 1,303 0.0% 0.0% 79 -12,712 -15.52% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 61,516 1,160 0.0% 0.0% 80 -3,136 -4.85% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 57,129 1,076 0.0% 0.0% 81 +23,545 70.11% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 55,495 1,045 0.0% 0.0% 82 +11,411 25.88% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 52,549 990 0.0% 0.0% 83 +104 0.2% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Reduced 52,076 981 0.03% 0.02% 84 -37,666 -41.97% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 47,545 895 0.0% 0.0% 85 -94,707 -66.58% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 46,460 875 0.0% 0.0% 86 0 0.0% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 46,388 873 0.0% 0.0% 87 -482 -1.03% Q4 2025 Feb 17, 2026
Palumbo Wealth Management LLC History Added to 45,759 862 0.21% 0.17% 88 +8,775 23.73% Q4 2025 Jan 21, 2026
DEUTSCHE BANK AG\ History Reduced 45,143 850 0.0% 0.0% 89 -82,431 -64.61% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 43,590 821 0.01% 0.01% 90 -7,942 -15.41% Q4 2025 Jan 14, 2026
VIRTUS ADVISERS, LLC History No change 40,564 764 0.36% 0.32% 91 0 0.0% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History New 40,607 760 0.0% 92 +40,607 New Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 39,508 744 0.0% 0.0% 93 -25,151 -38.9% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 39,218 739 0.0% 0.0% 94 +711 1.85% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 38,600 727 0.0% 95 +38,600 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 38,123 718 0.0% 0.0% 96 -6,408 -14.39% Q4 2025 Feb 13, 2026
PROFUND ADVISORS LLC History Added to 33,867 638 0.02% 0.01% 97 +13,788 68.67% Q4 2025 Feb 06, 2026
ExodusPoint Capital Management, LP History New 31,240 588 0.0% 98 +31,240 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 29,580 557 0.0% 0.0% 99 +1,593 5.69% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 29,391 553 0.0% 0.0% 100 -2,680 -8.36% Q4 2025 Feb 12, 2026
Uniplan Investment Counsel, Inc. History New 28,267 532 0.05% 101 +28,267 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 27,657 521 0.0% 0.0% 102 +13,823 99.92% Q4 2025 Jan 09, 2026
CITIGROUP INC History Added to 27,395 516 0.0% 0.0% 103 +6,866 33.45% Q4 2025 Feb 13, 2026
Jackson Creek Investment Advisors LLC History New 26,990 508 0.15% 104 +26,990 New Q4 2025 Feb 09, 2026
Y-Intercept (Hong Kong) Ltd History New 26,048 490 0.01% 105 +26,048 New Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 23,689 446 0.04% 0.04% 106 -6,981 -22.76% Q4 2025 Feb 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 22,280 419 0.03% 107 +22,280 New Q4 2025 Feb 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 21,566 406 0.0% 0.0% 108 -173 -0.8% Q4 2025 Jan 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 21,317 401 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 10, 2026
Brevan Howard Capital Management LP History New 21,022 396 0.0% 110 +21,022 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History No change 20,308 383 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Added to 19,091 365 0.0% 0.0% 112 +1,675 9.62% Q4 2025 Jan 15, 2026
Integrated Quantitative Investments LLC History New 18,912 356 0.08% 113 +18,912 New Q4 2025 Feb 12, 2026
PharVision Advisers, LLC History New 18,453 347 0.18% 114 +18,453 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 17,689 333 0.0% 0.0% 115 -4,635 -20.76% Q4 2025 Feb 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 17,050 321 0.0% 0.0% 116 -350 -2.01% Q4 2025 Feb 04, 2026
HSBC HOLDINGS PLC History New 16,623 314 0.0% 117 +16,623 New Q4 2025 Mar 20, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,339 307 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 12, 2026
ARMSTRONG HENRY H ASSOCIATES INC History No change 16,036 302 0.03% 0.02% 119 0 0.0% Q4 2025 Jan 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 15,599 293 0.0% 120 +15,599 New Q4 2025 Feb 13, 2026
Headlands Technologies LLC History New 15,072 283 0.02% 121 +15,072 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,057 283 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 13, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 15,000 282 0.02% 0.03% 123 -15,000 -50.0% Q4 2025 Feb 17, 2026
Bridgefront Capital, LLC History New 14,142 266 0.07% 124 +14,142 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 14,040 264 0.0% 0.0% 125 -2,449 -14.85% Q4 2025 Feb 06, 2026
Arizona State Retirement System History Reduced 14,045 264 0.0% 0.0% 126 -1,601 -10.23% Q4 2025 Jan 28, 2026
GROUP ONE TRADING LLC History Reduced 14,000 263 0.0% 0.0% 127 -9,261 -39.81% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History New 13,378 252 0.0% 128 +13,378 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 12,452 235 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 05, 2026
Entropy Technologies, LP History New 12,224 230 0.01% 130 +12,224 New Q4 2025 Feb 13, 2026
WINTON GROUP Ltd History New 12,177 229 0.01% 131 +12,177 New Q4 2025 Feb 11, 2026
Cerity Partners LLC History New 12,147 228 0.0% 132 +12,147 New Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 11,888 223 0.0% 0.0% 133 -1,175 -8.99% Q4 2025 Jan 16, 2026
Swiss Life Asset Management Ltd History New 11,257 212 0.0% 134 +11,257 New Q4 2025 Feb 04, 2026
INCEPTIONR LLC History New 10,807 203 0.06% 137 +10,807 New Q4 2025 Feb 11, 2026
Cornerstone Investment Partners, LLC History New 10,796 203 0.01% 135 +10,796 New Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History Added to 10,800 203 0.0% 0.0% 136 +1,100 11.34% Q4 2025 Jan 28, 2026
IEQ CAPITAL, LLC History New 10,468 197 0.0% 138 +10,468 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 10,456 196 0.0% 0.0% 139 -6,545 -38.5% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Added to 9,641 181 0.0% 0.0% 140 +1,554 19.22% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Reduced 8,619 162 0.01% 0.01% 141 -1,111 -11.42% Q4 2025 Feb 09, 2026
State of Wyoming History New 8,253 155 0.02% 142 +8,253 New Q4 2025 Feb 11, 2026
Bradley & Co. Private Wealth Management, LLC History Reduced 8,087 152 0.08% 0.1% 143 -4,500 -35.75% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 7,407 140 0.0% 0.0% 144 +4,026 119.08% Q4 2025 Jan 26, 2026
Rockefeller Capital Management L.P. History Added to 6,135 115 0.0% 0.0% 145 +178 2.99% Q4 2025 Mar 16, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 4,586 86 0.0% 0.0% 146 -182 -3.82% Q4 2025 Jan 15, 2026
Ameritas Investment Partners, Inc. History No change 4,554 85 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 11, 2026
CANADA LIFE ASSURANCE Co History Reduced 4,358 82 0.0% 0.0% 148 -11,394 -72.33% Q4 2025 Feb 13, 2026
MEEDER ASSET MANAGEMENT INC History New 4,196 79 0.0% 149 +4,196 New Q4 2025 Feb 11, 2026
KBC Group NV History No change 3,526 66 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,125 59 0.0% 0.0% 151 0 0.0% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History No change 3,010 56 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Reduced 2,643 49 0.0% 0.0% 153 -1,025 -27.94% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 2,514 47 0.0% 0.0% 154 +181 7.76% Q4 2025 Jan 05, 2026
Allworth Financial LP History New 2,052 38 0.0% 155 +2,052 New Q4 2025 Feb 05, 2026
AMALGAMATED BANK History Reduced 1,637 31 0.0% 0.0% 156 -121 -6.88% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 1,486 28 0.0% 157 +1,486 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History No change 1,428 26 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 30, 2026
Quarry LP History New 1,348 25 0.0% 159 +1,348 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,087 20 0.0% 0.0% 160 +1,009 1293.59% Q4 2025 Feb 17, 2026
COMERICA BANK History No change 1,011 19 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History Added to 918 17 0.0% 0.0% 162 +206 28.93% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,170 16 0.0% 163 +1,170 New Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History No change 871 16 0.0% 0.0% 164 0 0.0% Q4 2025 Jan 08, 2026
New Millennium Group LLC History No change 900 16 0.01% 0.01% 165 0 0.0% Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 800 15 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 20, 2026
Farther Finance Advisors, LLC History Reduced 765 14 0.0% 0.0% 167 -97 -11.25% Q4 2025 Jan 23, 2026
Rachor Investment Advisory Services, LLC History New 512 9 0.0% 168 +512 New Q4 2025 Jan 30, 2026
HighMark Wealth Management LLC History No change 475 8 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History New 418 7 0.0% 170 +418 New Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 400 7 0.0% 0.0% 171 0 0.0% Q4 2025 Jan 07, 2026
Arax Advisory Partners History Reduced 360 6 0.0% 0.0% 173 -513 -58.76% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 340 6 0.0% 0.0% 172 +208 157.58% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 313 5 0.0% 0.0% 175 +236 306.49% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 293 5 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 13, 2026
Torren Management, LLC History New 251 4 0.0% 177 +251 New Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Reduced 256 4 0.0% 0.0% 176 -41 -13.8% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History No change 197 3 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 12, 2026
Truvestments Capital LLC History Reduced 128 2 0.0% 0.0% 180 -234 -64.64% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 131 2 0.0% 0.0% 179 +26 24.76% Q4 2025 Feb 10, 2026
True Wealth Design, LLC History Added to 145 2 0.0% 0.0% 181 +13 9.85% Q4 2025 Jan 08, 2026
IFP Advisors, Inc History Reduced 60 1 0.0% 0.0% 182 -65 -52.0% Q4 2025 Feb 06, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.01% -462,952 -100.0% Q3 2025 Nov 13, 2025
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -188,445 -100.0% Q3 2025 Nov 12, 2025
Verition Fund Management LLC History Closed out 0 0 0.01% -130,893 -100.0% Q3 2025 Nov 14, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 0.06% -100,000 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.01% -98,470 -100.0% Q3 2025 Nov 14, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.01% -69,715 -100.0% Q3 2025 Nov 10, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -30,117 -100.0% Q3 2025 Nov 04, 2025
Freestone Grove Partners LP History Closed out 0 0 0.0% -19,678 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -12,965 -100.0% Q3 2025 Oct 30, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.07% -12,940 -100.0% Q3 2025 Nov 13, 2025
Divisadero Street Capital Management, LP History Closed out 0 0 0.01% -12,500 -100.0% Q3 2025 Nov 14, 2025
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -10,029 -100.0% Q3 2025 Oct 09, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -6,140 -100.0% Q3 2025 Nov 12, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.01% -2,133 -100.0% Q3 2025 Dec 15, 2025
PRIVATE TRUST CO NA History Closed out 0 0 0.0% -334 -100.0% Q3 2025 Oct 15, 2025
Stephens Consulting, LLC History Closed out 0 0 0.0% -332 -100.0% Q3 2025 Oct 15, 2025
SBI Securities Co., Ltd. History Reduced 50 0 0.0% -157 -75.85% Q4 2025 Feb 03, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -124 -100.0% Q3 2025 Nov 10, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 21, 2025
Groupe la Francaise History Closed out 0 0 -62 -100.0% Q3 2025 Nov 13, 2025
Dunhill Financial, LLC History Closed out 0 0 -50 -100.0% Q3 2025 Nov 12, 2025
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 -41 -100.0% Q3 2025 Nov 04, 2025
SIGNATUREFD, LLC History New 31 0 +31 New Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -24 -100.0% Q3 2025 Nov 12, 2025
ASSETMARK, INC History Closed out 0 0 -22 -100.0% Q3 2025 Nov 06, 2025
MAI Capital Management History New 21 0 +21 New Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 16 0 +16 New Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History New 15 0 +15 New Q4 2025 Feb 20, 2026
Advisory Services Network, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 18, 2025
Clearstead Advisors, LLC History Reduced 6 0 -14 -70.0% Q4 2025 Feb 09, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 -11 -100.0% Q3 2025 Nov 19, 2025
Global Retirement Partners, LLC History New 9 0 +9 New Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History New 7 0 +7 New Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History New 3 0 +3 New Q4 2025 Feb 13, 2026
Blue Trust, Inc. History New 1 0 +1 New Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History No change 40 0 0 0.0% Q4 2025 Feb 13, 2026
TD Capital Management LLC History No change 32 0 0 0.0% Q4 2025 Feb 26, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 38 0 0.0% 0 0.0% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 42 0 0 0.0% Q4 2025 Feb 05, 2026
Covestor Ltd History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
Turning Point Benefit Group, Inc. History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026