Cadre Holdings, Inc. - CDRE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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
FMR LLC History Added to 3,798,655 155,137 0.01% 0.01% 1 +941,690 32.96% Q4 2025 Feb 17, 2026
Greenhouse Funds LLLP History Added to 2,792,035 114,026 4.12% 3.73% 2 +2,625 0.09% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 2,654,198 108,397 0.0% 0.0% 3 +105,422 4.14% Q4 2025 Feb 12, 2026
Capital International Investors History No change 2,320,341 94,762 0.01% 0.01% 4 0 0.0% Q4 2025 Feb 11, 2026
REINHART PARTNERS, LLC. History Added to 2,170,349 88,637 2.65% 2.28% 5 +247,458 12.87% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Reduced 1,671,202 68,251 0.0% 0.0% 6 -26,440 -1.56% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 1,217,689 49,730 0.0% 0.0% 7 +76,685 6.72% Q4 2025 Feb 13, 2026
WYNNEFIELD CAPITAL INC History Reduced 1,010,000 41,248 23.19% 24.69% 8 -115,240 -10.24% Q4 2025 Feb 13, 2026
Capital Research Global Investors History Reduced 843,483 34,447 0.01% 0.01% 9 -86,835 -9.33% Q4 2025 Feb 11, 2026
GW&K Investment Management, LLC History Added to 824,927 33,690 0.29% 0.25% 10 +48,638 6.27% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 822,628 33,596 0.0% 0.0% 11 +30,894 3.9% Q4 2025 Feb 13, 2026
Select Equity Group, L.P. History Reduced 719,024 29,364 0.13% 0.11% 12 -14,828 -2.02% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 706,691 28,864 0.01% 0.01% 13 +40,284 6.04% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 670,294 27,380 0.0% 0.0% 14 +3,726 0.56% Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History Added to 666,894 27,235 0.03% 0.03% 15 +84,566 14.52% Q4 2025 Feb 12, 2026
FRED ALGER MANAGEMENT, LLC History Added to 623,730 25,473 0.1% 0.06% 16 +198,750 46.77% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 574,594 23,466 0.03% 0.03% 17 +20,767 3.75% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History New 560,111 22,874 0.0% 18 +560,111 New Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 546,240 22,308 0.0% 0.0% 19 +413,774 312.36% Q4 2025 Feb 17, 2026
Catawba River Capital History Reduced 459,336 18,759 8.35% 7.69% 20 -5,344 -1.15% Q4 2025 Feb 05, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 371,519 15,510 0.03% 0.04% 21 -207,045 -35.79% Q4 2025 Feb 09, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 323,202 13,493 0.0% 0.0% 22 -69,534 -17.71% Q4 2025 Feb 18, 2026
NORTHERN TRUST CORP History Reduced 325,046 13,274 0.0% 0.0% 23 -31,286 -8.78% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 245,062 10,008 0.0% 0.0% 24 -15,303 -5.88% Q4 2025 Feb 19, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 239,594 9,785 0.16% 0.15% 25 -5,639 -2.3% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 236,380 9,653 0.0% 0.0% 26 -2,014 -0.84% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 227,152 9,276 0.0% 0.0% 27 -197,938 -46.56% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 200,211 8,176 0.0% 0.0% 28 +69,025 52.62% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 185,129 7,560 0.0% 0.0% 29 -64,894 -25.96% Q4 2025 Feb 11, 2026
AGMAN CAPITAL LLC History New 180,305 7,363 6.26% 30 +180,305 New Q4 2025 Feb 13, 2026
PHILADELPHIA TRUST CO History Added to 164,877 6,734 0.46% 0.41% 31 +3,754 2.33% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 162,329 6,629 0.0% 0.0% 32 -13,415 -7.63% Q4 2025 Feb 10, 2026
Pembroke Management, LTD History Reduced 159,913 6,530 0.67% 0.59% 33 -4,161 -2.54% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 157,800 6,444 0.01% 0.01% 34 -31,900 -16.82% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 149,186 6,092 0.0% 0.0% 35 +102,436 219.11% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 146,657 5,989 0.0% 0.0% 36 +123,008 520.14% Q4 2025 Feb 17, 2026
EARNEST PARTNERS LLC History New 145,586 5,945 0.03% 37 +145,586 New Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 140,821 5,751 0.0% 0.0% 38 +128,926 1083.87% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 122,970 5,022 0.0% 0.0% 39 -182,453 -59.74% Q4 2025 Mar 25, 2026
FIRST TRUST ADVISORS LP History Added to 116,251 4,747 0.0% 0.0% 40 +15,483 15.36% Q4 2025 Feb 13, 2026
Ghisallo Capital Management LLC History New 103,159 4,213 0.19% 41 +103,159 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 96,344 3,934 0.0% 0.0% 42 -16,568 -14.67% Q4 2025 Feb 17, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 88,888 3,630 0.07% 0.07% 43 -9,397 -9.56% Q4 2025 Jan 23, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 87,449 3,571 0.22% 0.21% 44 -1,791 -2.01% Q4 2025 Jan 23, 2026
Old West Investment Management, LLC History Reduced 73,821 3,014 0.54% 0.63% 45 -1,958 -2.58% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History New 73,256 2,991 0.0% 46 +73,256 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 69,428 2,835 0.0% 0.0% 47 -40,411 -36.79% Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 68,614 2,802 0.1% 0.08% 48 +9,383 15.84% Q4 2025 Jan 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 64,723 2,643 0.0% 0.0% 49 +38,629 148.04% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 61,982 2,531 0.0% 0.0% 50 -1,745 -2.74% Q4 2025 Feb 09, 2026
Swiss National Bank History Added to 60,200 2,458 0.0% 0.0% 51 +5,000 9.06% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Reduced 59,739 2,439 0.04% 0.04% 52 -858 -1.42% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 50,943 2,080 0.0% 0.0% 53 +3,193 6.69% Q4 2025 Feb 13, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History No change 49,001 2,001 0.58% 0.52% 54 0 0.0% Q4 2025 Jan 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 48,491 1,980 0.15% 0.14% 55 -131 -0.27% Q4 2025 Jan 20, 2026
Nuveen, LLC History Reduced 47,888 1,955 0.0% 0.0% 56 -2,576 -5.1% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 45,590 1,861 0.0% 0.0% 57 +30 0.07% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 39,315 1,605 0.04% 0.03% 58 +4,891 14.21% Q4 2025 Feb 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 39,166 1,599 0.03% 0.03% 59 -1,674 -4.1% Q4 2025 Feb 02, 2026
SEI INVESTMENTS CO History Added to 38,294 1,563 0.0% 0.0% 60 +25,970 210.73% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 35,631 1,455 0.0% 0.0% 61 -4,285 -10.74% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 31,738 1,297 0.0% 0.0% 62 +1,104 3.6% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 30,230 1,234 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 28,805 1,176 0.0% 0.0% 64 +4,301 17.55% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 28,316 1,156 0.0% 0.0% 65 +21,944 344.38% Q4 2025 Jan 09, 2026
Rockefeller Capital Management L.P. History Added to 25,720 1,050 0.0% 0.0% 67 +809 3.25% Q4 2025 Mar 16, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 25,725 1,050 0.01% 0.01% 66 +241 0.95% Q4 2025 Feb 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 25,374 1,036 0.0% 0.0% 68 +14,011 123.3% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 24,200 988 0.03% 69 +24,200 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 23,550 961 0.0% 0.0% 70 -9,367 -28.46% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 22,604 923 0.0% 0.0% 71 +3,257 16.83% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 21,454 876 0.0% 0.0% 72 +8,777 69.24% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 21,033 859 0.0% 0.0% 73 +6,175 41.56% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 20,790 849 0.0% 0.0% 74 -1,474 -6.62% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 20,165 824 0.0% 0.0% 75 -581 -2.8% Q4 2025 Feb 11, 2026
Premier Fund Managers Ltd History Reduced 19,474 812 0.05% 0.04% 76 -6,760 -25.77% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History New 19,086 779 0.0% 77 +19,086 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 18,390 751 0.0% 78 +18,390 New Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 17,579 717 0.0% 0.0% 79 +10,730 156.67% Q4 2025 Feb 10, 2026
Laurion Capital Management LP History New 16,596 677 0.03% 80 +16,596 New Q4 2025 Feb 17, 2026
Liontrust Investment Partners LLP History Reduced 15,825 646 0.01% 0.01% 81 -7,645 -32.57% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 15,806 645 0.0% 0.0% 82 -1,115 -6.59% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History New 14,636 597 0.02% 83 +14,636 New Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 13,906 567 0.0% 0.0% 84 +1,635 13.32% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 13,259 541 0.0% 0.0% 85 -52 -0.39% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 13,018 531 0.0% 86 +13,018 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 12,964 529 0.0% 0.0% 87 -7,380 -36.28% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 12,687 518 0.0% 88 +12,687 New Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 11,122 454 0.0% 0.0% 89 +656 6.27% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 10,725 438 0.0% 0.0% 90 +2,600 32.0% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 10,715 437 0.0% 0.0% 91 -135 -1.24% Q4 2025 Feb 13, 2026
ARS Investment Partners, LLC History Reduced 10,349 422 0.02% 0.03% 92 -2,606 -20.12% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 9,688 395 0.0% 0.0% 93 +3,779 63.95% Q4 2025 Feb 17, 2026
Alamea Verwaltungs GmbH History Reduced 9,711 388 0.26% 0.3% 94 -2,348 -19.47% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History New 9,369 382 0.06% 95 +9,369 New Q4 2025 Jan 27, 2026
Integrated Quantitative Investments LLC History New 9,307 380 0.08% 96 +9,307 New Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,097 371 0.0% 0.0% 97 +4,429 94.88% Q4 2025 Jan 27, 2026
Mariner, LLC History Reduced 8,741 356 0.0% 0.0% 98 -2,433 -21.77% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Added to 8,474 346 0.0% 0.0% 99 +52 0.62% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History Reduced 8,412 343 0.0% 0.0% 100 -20 -0.24% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,858 320 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 7,334 299 0.0% 0.0% 102 +1,823 33.08% Q4 2025 Feb 02, 2026
AMERICAN CENTURY COMPANIES INC History Added to 7,021 286 0.0% 0.0% 103 +1,425 25.46% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Reduced 6,637 271 0.0% 0.0% 104 -366 -5.23% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 6,500 265 0.0% 0.0% 105 +600 10.17% Q4 2025 Jan 28, 2026
Bridgefront Capital, LLC History New 6,436 262 0.07% 106 +6,436 New Q4 2025 Feb 13, 2026
Marnell Management LLC History New 6,076 248 0.12% 107 +6,076 New Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History New 5,957 243 0.0% 109 +5,957 New Q4 2025 Jan 29, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 5,954 243 0.0% 108 +5,954 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 5,912 241 0.0% 0.0% 110 -1,915 -24.47% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History New 5,832 238 0.0% 111 +5,832 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,580 227 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 12, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 5,473 224 0.0% 0.0% 113 -742 -11.94% Q4 2025 Feb 03, 2026
Vontobel Holding Ltd. History New 5,450 222 0.0% 114 +5,450 New Q4 2025 Feb 13, 2026
nVerses Capital, LLC History New 5,244 214 0.48% 115 +5,244 New Q4 2025 Feb 17, 2026
ProShare Advisors LLC History New 5,200 212 0.0% 116 +5,200 New Q4 2025 Feb 06, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 5,147 210 0.01% 117 +5,147 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History New 5,080 207 0.0% 118 +5,080 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,764 194 0.0% 0.0% 119 -432 -8.31% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History No change 3,526 144 0.0% 0.0% 120 0 0.0% Q4 2025 Jan 30, 2026
LRI Investments, LLC History Reduced 2,728 111 0.01% 0.01% 121 -130 -4.55% Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 2,559 104 0.0% 122 +2,559 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 2,379 97 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 11, 2026
AlphaQuest LLC History Added to 2,062 84 0.0% 0.0% 124 +1,631 378.42% Q4 2025 Feb 09, 2026
State of Alaska, Department of Revenue History No change 2,030 82 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 23, 2026
State of Wyoming History New 1,594 65 0.01% 126 +1,594 New Q4 2025 Feb 11, 2026
DANSKE BANK A/S History Added to 1,500 61 0.0% 0.0% 127 +1,200 400.0% Q4 2025 Feb 02, 2026
ASSETMARK, INC History No change 1,395 56 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 23, 2026
SIMPLEX TRADING, LLC History Added to 1,307 53 0.0% 0.0% 130 +884 208.98% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 1,304 53 0.0% 0.0% 129 +19 1.48% Q4 2025 Feb 09, 2026
Tower Research Capital LLC (TRC) History Reduced 1,016 41 0.0% 0.0% 131 -2,573 -71.69% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 895 37 0.0% 0.0% 132 -7 -0.78% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 700 28 0.0% 0.0% 133 -274 -28.13% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 619 25 0.0% 0.0% 134 -213 -25.6% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History New 568 23 0.0% 135 +568 New Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History New 558 22 0.0% 136 +558 New Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 440 18 0.0% 0.0% 137 -25 -5.38% Q4 2025 Jan 29, 2026
BNP Paribas Asset Management Holding S.A. History Added to 407 17 0.0% 0.0% 138 +155 61.51% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 351 14 0.0% 139 +324 1200.0% Q4 2025 Jan 15, 2026
Steward Partners Investment Advisory, LLC History No change 349 14 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 209 8 0.0% 0.0% 142 +80 62.02% Q4 2025 Jan 05, 2026
TRUST CO OF VERMONT History No change 200 8 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 16, 2026
Sterling Capital Management LLC History Added to 189 7 0.0% 0.0% 143 +120 173.91% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 130 5 0.0% 0.0% 144 +40 44.44% Q4 2025 Jan 26, 2026
MassMutual Private Wealth & Trust, FSB History No change 90 3 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 07, 2026
Aster Capital Management (DIFC) Ltd History Reduced 66 2 0.0% 0.12% 148 -6,215 -98.95% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 66 2 0.0% 0.0% 147 -107 -61.85% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 61 2 0.0% 146 +61 New Q4 2025 Feb 11, 2026
Quarry LP History New 41 1 0.0% 149 +41 New Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -115,326 -100.0% Q3 2025 Nov 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -25,515 -100.0% Q3 2025 Nov 14, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -9,330 -100.0% Q3 2025 Nov 12, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -8,184 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -6,100 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.08% -5,531 -100.0% Q3 2025 Nov 13, 2025
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.0% -1,250 -100.0% Q3 2025 Nov 14, 2025
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -1,100 -100.0% Q3 2025 Nov 13, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -669 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -294 -100.0% Q3 2025 Nov 10, 2025
Covestor Ltd History Reduced 3 0 0.01% -276 -98.92% Q4 2025 Feb 06, 2026
MATHER GROUP, LLC. History Closed out 0 0 0.0% -130 -100.0% Q3 2025 Oct 21, 2025
EverSource Wealth Advisors, LLC History Reduced 1 0 -26 -96.3% Q4 2025 Feb 06, 2026
TOMPKINS FINANCIAL CORP History New 23 0 +23 New Q4 2025 Jan 08, 2026
Cornerstone Financial Management LLC History New 18 0 +18 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 17 0 +17 New Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 10 0 +5 100.0% Q4 2025 Feb 10, 2026
Caitong International Asset Management Co., Ltd History New 4 0 +4 New Q4 2025 Mar 03, 2026
Farther Finance Advisors, LLC History Added to 15 0 +4 36.36% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 10, 2025
Larson Financial Group LLC History New 2 0 +2 New Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 1 0 +1 New Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History No change 15 0 0 0.0% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History No change 18 0 0 0.0% Q4 2025 Feb 03, 2026
WPG Advisers, LLC History No change 12 0 0 0.0% Q4 2025 Jan 28, 2026