CEVA INC - CEVA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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
VANGUARD GROUP INC History No change 2,365,091 50,896 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
Senvest Management, LLC History Reduced 2,358,612 44,058 1.46% 1.59% 2 -28,924 -1.21% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 2,207,968 41,244 0.0% 0.0% 3 +199,852 9.95% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 1,841,040 34,390 0.0% 0.0% 4 -32,182 -1.72% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,242,501 23,209 0.0% 0.0% 5 +150,304 13.76% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,134,502 21,192 0.0% 6 +1,134,502 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,133,499 21,173 0.0% 7 +1,133,499 New Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 1,008,061 18,770 0.01% 0.02% 8 +9,237 0.92% Q1 2026 May 14, 2026
AWM Investment Company, Inc. History Added to 864,806 16,154 1.79% 1.72% 9 +37,000 4.47% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 758,319 14,160 0.02% 0.02% 10 +101,211 15.4% Q1 2026 May 13, 2026
T. Rowe Price Investment Management, Inc. History New 687,751 12,848 0.01% 11 +687,751 New Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 642,024 11,996 0.0% 0.0% 12 +80,780 14.39% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 607,434 11,346 0.01% 0.02% 13 -66,196 -9.83% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 575,747 10,752 0.0% 0.0% 14 +1,278 0.22% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History Added to 568,990 10,628 0.0% 0.0% 15 +2,336 0.41% Q1 2026 May 06, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 520,000 9,708 1.35% 1.46% 16 0 0.0% Q1 2026 May 13, 2026
ArrowMark Colorado Holdings LLC History Reduced 471,000 8,798 0.23% 0.24% 17 -40,000 -7.83% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 470,387 8,786 0.01% 0.0% 18 +243,907 107.69% Q1 2026 May 15, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Reduced 450,484 8,415 0.17% 0.25% 19 -157,264 -25.88% Q1 2026 May 15, 2026
OAKTOP CAPITAL MANAGEMENT II, L.P. History No change 446,377 8,338 0.62% 0.81% 20 0 0.0% Q1 2026 May 14, 2026
Penserra Capital Management LLC History Reduced 444,683 8,306 0.1% 0.12% 21 -33,937 -7.09% Q1 2026 May 11, 2026
Defiance ETFs, LLC History Reduced 444,683 8,306 0.12% 0.34% 22 -33,937 -7.09% Q1 2026 May 15, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 419,388 7,834 0.44% 0.48% 23 +15,632 3.87% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 302,834 5,656 0.0% 0.0% 24 +229,820 314.76% Q1 2026 May 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 261,400 4,882 0.03% 0.03% 25 0 0.0% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 256,719 4,795 0.0% 0.0% 26 +33,347 14.93% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 255,826 4,778 0.0% 0.01% 27 -339,773 -57.05% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 250,750 4,684 0.0% 0.0% 28 +28,530 12.84% Q1 2026 May 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 230,000 4,296 0.22% 0.22% 29 +70,000 43.75% Q1 2026 May 14, 2026
Robertson Opportunity Capital, LLC History No change 225,000 4,203 1.62% 1.76% 30 0 0.0% Q1 2026 May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 224,887 4,200 0.0% 0.0% 31 +16,412 7.87% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 219,371 4,097 0.0% 0.0% 32 +171,837 361.5% Q1 2026 Apr 30, 2026
ALGERT GLOBAL LLC History New 199,217 3,721 0.06% 33 +199,217 New Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 186,000 3,474 0.0% 34 +186,000 New Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 176,520 3,297 0.0% 0.0% 35 +34,013 23.87% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 165,974 3,100 0.0% 0.0% 36 +9,839 6.3% Q1 2026 May 15, 2026
Trexquant Investment LP History Reduced 155,834 2,910 0.02% 0.04% 37 -45,911 -22.76% Q1 2026 May 15, 2026
DnB Asset Management AS History Added to 152,741 2,853 0.01% 0.01% 38 +23,024 17.75% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Added to 149,915 2,800 0.0% 0.0% 39 +113,555 312.31% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Reduced 148,229 2,768 0.0% 0.0% 40 -95,378 -39.15% Q1 2026 May 12, 2026
Silverberg Bernstein Capital Management LLC History Added to 140,617 2,626 1.45% 1.74% 41 +470 0.34% Q1 2026 Apr 16, 2026
HRT FINANCIAL LP History Reduced 123,249 2,302 0.01% 0.02% 42 -117,592 -48.83% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 116,395 2,003 0.0% 0.0% 43 -14,979 -11.4% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History New 88,892 1,660 0.0% 44 +88,892 New Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 85,503 1,597 0.0% 0.0% 45 -414 -0.48% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 80,996 1,513 0.0% 0.0% 46 +42,878 112.49% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 80,667 1,506 0.0% 0.0% 47 -25 -0.03% Q1 2026 May 05, 2026
AQR CAPITAL MANAGEMENT LLC History New 78,091 1,458 0.0% 48 +78,091 New Q1 2026 May 15, 2026
UBS Group AG History Added to 59,631 1,113 0.0% 0.0% 49 +4,350 7.87% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 58,809 1,098 0.0% 0.0% 50 -529 -0.89% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 57,217 1,068 0.0% 0.0% 51 +4,867 9.3% Q1 2026 May 12, 2026
ICON ADVISERS INC/CO History No change 57,200 1,068 0.25% 0.27% 52 0 0.0% Q1 2026 May 13, 2026
Swiss National Bank History No change 53,100 991 0.0% 0.0% 53 0 0.0% Q1 2026 May 07, 2026
HSBC HOLDINGS PLC History Added to 53,492 972 0.0% 0.0% 54 +17,424 48.31% Q1 2026 Apr 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 43,411 810 0.0% 0.0% 55 -138 -0.32% Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 42,746 798 0.0% 56 +42,746 New Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 40,468 755 0.0% 0.0% 57 -25,761 -38.9% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 37,989 709 0.0% 0.0% 58 -19,009 -33.35% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 35,175 657 0.0% 0.0% 59 +971 2.84% Q1 2026 May 13, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History Added to 33,000 616 0.58% 0.51% 60 +5,000 17.86% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 32,124 600 0.0% 0.0% 61 +1,769 5.83% Q1 2026 May 12, 2026
VARCOV Co. History Added to 30,552 570 0.21% 0.2% 62 +7,403 31.98% Q1 2026 May 15, 2026
Granahan Investment Management, LLC History Added to 30,260 565 0.03% 0.02% 63 +9,991 49.29% Q1 2026 May 15, 2026
Inspire Investing, LLC History Added to 28,300 528 0.04% 0.04% 64 +6,589 30.35% Q1 2026 Apr 23, 2026
CENTAURUS FINANCIAL, INC. History Added to 27,645 516 0.02% 0.03% 65 +800 2.98% Q1 2026 May 18, 2026
DRW Securities, LLC History New 25,065 468 0.01% 66 +25,065 New Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 24,844 464 0.0% 0.0% 67 -1,970 -7.35% Q1 2026 May 15, 2026
Creative Planning History Added to 23,731 443 0.0% 0.0% 68 +12,284 107.31% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Reduced 22,968 429 0.0% 0.02% 69 -46,136 -66.76% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 19,460 418 0.02% 0.02% 70 0 0.0% Q4 2025 Feb 09, 2026
Legal & General Group Plc History Reduced 22,203 414 0.0% 0.0% 71 -5,873 -20.92% Q1 2026 May 08, 2026
TD ASSET MANAGEMENT INC History New 22,016 411 0.0% 72 +22,016 New Q1 2026 May 11, 2026
Man Group plc History New 20,945 391 0.0% 73 +20,945 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 20,642 385 0.0% 0.0% 74 -33,800 -62.08% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 17,470 375 0.0% 0.0% 75 +1,930 12.42% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 19,621 366 0.0% 0.0% 76 +936 5.01% Q1 2026 May 04, 2026
Magnetar Financial LLC History Added to 19,347 361 0.0% 0.0% 77 +5,802 42.83% Q1 2026 May 13, 2026
Tidal Investments LLC History Added to 19,245 359 0.0% 0.0% 78 +1,999 11.59% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 19,032 355 0.0% 0.0% 79 +1,470 8.37% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 18,729 350 0.0% 0.0% 80 +5,049 36.91% Q1 2026 May 15, 2026
Numerai GP LLC History Reduced 18,223 340 0.03% 0.13% 81 -30,198 -62.37% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 17,110 319 0.01% 0.01% 82 -1,052 -5.79% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 15,932 297 0.0% 83 +15,932 New Q1 2026 May 08, 2026
TUDOR INVESTMENT CORP ET AL History Added to 15,670 292 0.0% 0.0% 84 +1,515 10.7% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 14,947 279 0.0% 0.0% 85 +1,822 13.88% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 14,408 269 0.0% 0.0% 86 -575 -3.84% Q1 2026 May 15, 2026
XTX Topco Ltd History New 13,928 260 0.0% 87 +13,928 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History Reduced 13,815 258 0.0% 0.01% 89 -17,781 -56.28% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History No change 13,848 258 0.0% 0.0% 88 0 0.0% Q1 2026 May 14, 2026
FMR LLC History Added to 12,960 242 0.0% 0.0% 90 +6,491 100.34% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 11,072 238 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 11,811 220 0.0% 0.0% 92 -43,424 -78.62% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 11,627 217 0.0% 93 +11,627 New Q1 2026 May 08, 2026
Sanctuary Advisors, LLC History Added to 11,003 205 0.0% 0.0% 94 +773 7.56% Q1 2026 May 05, 2026
AXQ CAPITAL, LP History New 10,668 199 0.03% 95 +10,668 New Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 10,125 189 0.0% 0.0% 96 -32,665 -76.34% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 9,594 179 0.0% 0.0% 97 -13,770 -58.94% Q1 2026 Apr 16, 2026
CITIGROUP INC History Reduced 9,294 173 0.0% 0.0% 98 -31,186 -77.04% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,396 156 0.0% 0.0% 99 0 0.0% Q1 2026 May 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,758 126 0.0% 0.0% 100 0 0.0% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,457 120 0.0% 0.0% 101 0 0.0% Q1 2026 Apr 29, 2026
KLP KAPITALFORVALTNING AS History Added to 6,200 115 0.0% 0.0% 102 +1,100 21.57% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 5,757 107 0.0% 103 +5,757 New Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,896 91 0.0% 0.0% 104 0 0.0% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History No change 2,379 45 0.0% 0.0% 105 0 0.0% Q1 2026 May 14, 2026
CWM, LLC History Added to 2,194 40 0.0% 0.0% 106 +1,082 97.3% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Reduced 2,109 39 0.0% 0.0% 107 -114 -5.13% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 1,978 36 0.0% 0.0% 108 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 1,141 21 0.0% 0.0% 109 -1,019 -47.18% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 1,075 20 0.0% 0.0% 110 +618 135.23% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 946 20 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History Added to 985 18 0.0% 0.0% 112 +304 44.64% Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 713 13 0.0% 0.0% 113 -794 -52.69% Q1 2026 Apr 06, 2026
Global X Japan Co., Ltd. History Added to 633 11 0.0% 0.0% 114 +138 27.88% Q1 2026 Apr 13, 2026
COMERICA BANK History No change 337 7 0.0% 0.0% 115 0 0.0% Q4 2025 Jan 29, 2026
SIGNATUREFD, LLC History Added to 275 5 0.0% 0.0% 119 +157 133.05% Q1 2026 Apr 07, 2026
MAI Capital Management History Added to 297 5 0.0% 0.0% 118 +117 65.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 307 5 0.0% 0.0% 120 +102 49.76% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Reduced 279 5 0.0% 0.0% 116 -71 -20.29% Q1 2026 May 01, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 274 5 0.0% 0.0% 117 -18 -6.16% Q1 2026 Apr 30, 2026
Allworth Financial LP History Added to 253 4 0.0% 0.0% 122 +82 47.95% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 266 4 0.0% 0.0% 121 -69 -20.6% Q1 2026 Apr 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 176 3 0.0% 0.0% 124 -16,570 -98.95% Q1 2026 May 08, 2026
Versant Capital Management, Inc History New 172 3 0.0% 130 +172 New Q1 2026 Apr 06, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History New 171 3 0.0% 129 +171 New Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History No change 163 3 0.0% 0.0% 123 0 0.0% Q1 2026 May 15, 2026
Triumph Capital Management History No change 200 3 0.0% 0.0% 125 0 0.0% Q1 2026 May 13, 2026
West Branch Capital LLC History No change 187 3 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 14, 2026
Rockefeller Capital Management L.P. History No change 209 3 0.0% 0.0% 127 0 0.0% Q1 2026 May 14, 2026
Fourth Dimension Wealth, LLC History No change 209 3 0.0% 0.0% 128 0 0.0% Q1 2026 May 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 100 2 0.0% 0.0% 134 -1,346 -93.08% Q1 2026 May 01, 2026
US BANCORP \DE\ History Reduced 147 2 0.0% 0.0% 131 -140 -48.78% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 119 2 0.0% 132 +84 240.0% Q1 2026 May 07, 2026
BESSEMER GROUP INC History Reduced 121 2 0.0% 0.0% 133 -50 -29.24% Q1 2026 May 06, 2026
Aventura Private Wealth, LLC History No change 120 2 0.0% 0.0% 135 0 0.0% Q1 2026 May 05, 2026
GROUP ONE TRADING LLC History Reduced 100 1 0.0% 0.0% 137 -200 -66.67% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Reduced 57 1 0.0% 0.0% 139 -138 -70.77% Q1 2026 Apr 07, 2026
Main Street Group, LTD History New 100 1 0.0% 141 +100 New Q1 2026 May 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 58 1 0.0% 0.0% 136 -16 -21.62% Q1 2026 May 08, 2026
Missouri Trust & Investment Co History No change 70 1 0.0% 0.0% 138 0 0.0% Q1 2026 May 14, 2026
Medallion Wealth Advisors, LLC History No change 100 1 0.0% 0.0% 140 0 0.0% Q1 2026 Apr 24, 2026
Handelsbanken Fonder AB History Closed out 0 0 0.04% -684,465 -100.0% Q1 2026 Apr 28, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -253,967 -100.0% Q1 2026 May 12, 2026
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.65% -170,533 -100.0% Q1 2026 May 18, 2026
Ghisallo Capital Management LLC History Closed out 0 0 0.14% -150,000 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.06% -116,405 -100.0% Q1 2026 Apr 27, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -63,576 -100.0% Q1 2026 May 14, 2026
Quantbot Technologies LP History Closed out 0 0 0.04% -59,755 -100.0% Q1 2026 May 13, 2026
Themes Management Co LLC History Closed out 0 0 0.7% -43,631 -100.0% Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History Closed out 0 0 0.0% -34,000 -100.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.22% -23,097 -100.0% Q1 2026 May 13, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -22,934 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -22,920 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -17,809 -100.0% Q1 2026 May 15, 2026
Amundi History Closed out 0 0 0.0% -17,623 -100.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Closed out 0 0 0.02% -16,980 -100.0% Q1 2026 Apr 29, 2026
INCEPTIONR LLC History Closed out 0 0 0.09% -15,644 -100.0% Q1 2026 May 14, 2026
&PARTNERS History Closed out 0 0 0.0% -12,499 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -10,842 -100.0% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History Closed out 0 0 0.0% -9,970 -100.0% Q1 2026 May 18, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -9,415 -100.0% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -6,061 -100.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -5,927 -100.0% Q1 2026 May 15, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.0% -933 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -736 -100.0% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 19 0 0.0% -659 -97.2% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 6 0 0.0% -133 -95.68% Q1 2026 Apr 13, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -86 -100.0% Q1 2026 May 14, 2026
True Wealth Design, LLC History New 45 0 +45 New Q1 2026 Apr 13, 2026
Arax Advisory Partners History Closed out 0 0 -43 -100.0% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Closed out 0 0 -37 -100.0% Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Reduced 1 0 -33 -97.06% Q1 2026 Apr 27, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 -33 -100.0% Q1 2026 Apr 30, 2026
Optiver Holding B.V. History New 29 0 +29 New Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 28 0 +28 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 28 0 +28 New Q1 2026 Apr 24, 2026
Larson Financial Group LLC History Reduced 20 0 0.0% -27 -57.45% Q1 2026 May 15, 2026
North Star Investment Management Corp. History New 27 0 +27 New Q1 2026 Apr 23, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -24 -100.0% Q1 2026 May 04, 2026
Bare Financial Services, Inc History Closed out 0 0 -23 -100.0% Q1 2026 May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 22 0 +22 New Q1 2026 May 08, 2026
EverSource Wealth Advisors, LLC History Added to 24 0 +19 380.0% Q1 2026 May 15, 2026
Parallel Advisors, LLC History New 19 0 +19 New Q1 2026 May 07, 2026
Navalign, LLC History Closed out 0 0 -17 -100.0% Q1 2026 Apr 29, 2026
Essential Partners LLC History Added to 21 0 +16 320.0% Q1 2026 May 21, 2026
Caitong International Asset Management Co., Ltd History New 11 0 +11 New Q1 2026 May 11, 2026
UMB Bank, n.a. History Closed out 0 0 -10 -100.0% Q1 2026 May 11, 2026
Carolina Wealth Advisors, LLC History Closed out 0 0 -8 -100.0% Q1 2026 Apr 07, 2026
ASSETMARK, INC History Closed out 0 0 -6 -100.0% Q1 2026 May 06, 2026
IFP Advisors, Inc History Added to 7 0 +5 250.0% Q1 2026 Apr 13, 2026
Ankerstar Wealth, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -2 -100.0% Q1 2026 Apr 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 21, 2026
HARBOUR INVESTMENTS, INC. History No change 25 0 0 0.0% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History No change 39 0 0 0.0% Q1 2026 May 15, 2026
Altshuler Shaham Ltd History No change 1 0 0 0.0% Q1 2026 May 18, 2026
Blue Trust, Inc. History No change 3 0 0 0.0% Q1 2026 Apr 20, 2026
CoreCap Advisors, LLC History No change 25 0 0 0.0% Q1 2026 Apr 07, 2026
Evelyn Partners Investment Management LLP History No change 37 0 0 0.0% Q1 2026 May 15, 2026