Commerce.com, Inc. - CMRC

Detailed investor-level table based on 13F positions.

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
Lynrock Lake LP History Added to 9,266,666 38,178 7500.59% 3.36% 1 +912,848 10.93% Q4 2025 Feb 18, 2026
VANGUARD GROUP INC History Reduced 7,803,109 32,148 0.0% 0.0% 2 -29,464 -0.38% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,859,586 20,021 0.0% 0.0% 3 +95,754 2.01% Q4 2025 Feb 12, 2026
Divisar Capital Management LLC History Reduced 3,776,896 15,560 4.37% 6.26% 4 -834,052 -18.09% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 2,405,546 9,904 0.02% 0.02% 5 +627,099 35.26% Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,602,831 6,605 0.0% 0.0% 6 +65,311 4.25% Q4 2025 Feb 09, 2026
MARSHALL WACE, LLP History Reduced 1,501,976 6,188 0.01% 0.01% 7 -385,545 -20.43% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,423,949 5,866 0.0% 0.0% 8 -15,476 -1.08% Q4 2025 Feb 13, 2026
Potrero Capital Research LLC History No change 1,415,339 5,831 1.96% 0.81% 9 0 0.0% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,272,912 5,244 0.01% 0.02% 10 +64,599 5.35% Q4 2025 Feb 10, 2026
S Squared Technology, LLC History Added to 1,207,786 4,976 1.93% 2.13% 11 +86,200 7.69% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,188,700 4,897 0.01% 0.01% 12 -40,200 -3.27% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 985,008 4,058 0.0% 0.0% 13 +49,583 5.3% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 975,952 4,020 0.0% 0.0% 14 -74,743 -7.11% Q4 2025 Feb 11, 2026
CenterBook Partners LP History Reduced 878,009 3,617 0.18% 0.29% 15 -284,707 -24.49% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 839,445 3,458 0.0% 0.0% 16 +116,739 16.15% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 831,470 3,425 0.0% 0.0% 17 +63,627 8.29% Q4 2025 Feb 17, 2026
Pale Fire Capital SE History Added to 748,925 3,085 0.21% 0.16% 18 +450,294 150.79% Q4 2025 Feb 13, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 700,000 2,877 0.38% 0.47% 19 0 0.0% Q4 2025 Feb 13, 2026
P.A.W. CAPITAL CORP History No change 600,000 2,472 5.37% 5.17% 20 0 0.0% Q4 2025 Feb 10, 2026
COMMERCE BANK History Reduced 566,591 2,334 0.01% 0.02% 21 -42,250 -6.94% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 563,720 2,322 0.0% 0.0% 22 -83,734 -12.93% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 523,051 2,154 0.0% 0.0% 23 -20,322 -3.74% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 477,910 1,968 0.0% 24 +477,910 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 462,828 1,906 0.0% 0.0% 25 +26,583 6.09% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 462,008 1,903 0.0% 0.0% 26 +230,878 99.89% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 408,362 1,682 0.0% 0.0% 27 -163,880 -28.64% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 394,784 1,626 0.0% 0.0% 28 -90,286 -18.61% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 371,601 1,530 0.0% 0.0% 29 +22,689 6.5% Q4 2025 Feb 09, 2026
Shay Capital LLC History No change 319,332 1,315 0.14% 0.14% 30 0 0.0% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 302,635 1,246 0.0% 0.0% 31 +5,407 1.82% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 292,735 1,206 0.0% 0.0% 32 -2,816 -0.95% Q4 2025 Mar 25, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 287,092 1,182 0.0% 33 +287,092 New Q4 2025 Feb 13, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 282,500 1,163 0.07% 0.15% 34 -142,500 -33.53% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 267,730 1,103 0.01% 0.01% 35 +145,553 119.13% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 253,902 1,046 0.0% 0.0% 36 +605 0.24% Q4 2025 Jan 29, 2026
FMR LLC History Added to 246,249 1,014 0.0% 0.0% 37 +2,129 0.87% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 240,297 990 0.0% 0.0% 38 +60,903 33.95% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 239,496 986 0.0% 0.0% 39 +78,419 48.68% Q4 2025 Feb 02, 2026
Bank of New York Mellon Corp History Added to 228,318 940 0.0% 0.0% 40 +31,119 15.78% Q4 2025 Feb 10, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 221,367 912 0.05% 0.07% 41 -28,150 -11.28% Q4 2025 Feb 17, 2026
Crawford Fund Management, LLC History Reduced 205,000 844 0.11% 0.22% 42 -66,000 -24.35% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 203,000 836 0.0% 0.0% 43 +119,226 142.32% Q4 2025 Feb 12, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History New 185,000 762 0.65% 44 +185,000 New Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 140,072 634 0.0% 0.0% 45 -3,069 -2.14% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 153,255 631 0.0% 0.0% 46 +40,417 35.82% Q4 2025 Feb 19, 2026
Notable Capital Management, L.L.C. History No change 149,721 616 0.84% 0.95% 47 0 0.0% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 131,463 541 0.0% 0.0% 48 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Added to 128,400 529 0.0% 0.0% 49 +29,900 30.36% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 110,179 453 0.0% 0.0% 50 +24,768 29.0% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 105,700 435 0.0% 0.0% 51 +3,861 3.79% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 105,082 432 0.0% 0.0% 52 +10,915 11.59% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 103,328 425 0.0% 0.0% 53 +7,473 7.8% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 103,069 424 0.0% 0.0% 54 +4,578 4.65% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 101,160 416 0.0% 0.0% 55 0 0.0% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 99,271 409 0.01% 0.0% 57 +59,270 148.17% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 99,209 409 0.0% 0.0% 56 +2,950 3.06% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 95,271 392 0.0% 58 +95,271 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 95,215 392 0.0% 0.0% 59 -8,246 -7.97% Q4 2025 Feb 12, 2026
Creative Planning History Added to 92,313 380 0.0% 0.0% 60 +29,387 46.7% Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History New 90,174 371 0.19% 61 +90,174 New Q4 2025 Feb 17, 2026
Jump Financial, LLC History Added to 87,236 359 0.0% 0.0% 62 +43,036 97.37% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 86,058 354 0.0% 0.0% 63 -13,020 -13.14% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 78,133 321 0.0% 0.0% 64 +34,127 77.55% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 77,845 320 0.0% 0.0% 65 +21 0.03% Q4 2025 Mar 09, 2026
Versor Investments LP History New 74,400 306 0.05% 66 +74,400 New Q4 2025 Feb 04, 2026
Verition Fund Management LLC History Reduced 70,400 290 0.0% 0.0% 67 -5,844 -7.66% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 62,682 258 0.0% 0.0% 68 -4,411 -6.57% Q4 2025 Feb 17, 2026
Buckland Partners Management Co LLC History New 2,000 250 0.14% 69 +2,000 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 60,176 247 0.0% 0.0% 70 +5,538 10.14% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 56,160 231 0.0% 0.0% 71 +3,759 7.17% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Reduced 54,648 225 0.0% 0.0% 72 -726 -1.31% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History New 52,064 214 0.01% 73 +52,064 New Q4 2025 Feb 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 50,381 207 0.02% 0.02% 74 +6,529 14.89% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Reduced 45,120 185 0.0% 0.0% 75 -6,558 -12.69% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 43,686 179 0.0% 0.0% 76 +9,742 28.7% Q4 2025 Feb 10, 2026
Lighthouse Investment Partners, LLC History No change 42,504 175 0.01% 0.01% 77 0 0.0% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History New 42,149 173 0.07% 78 +42,149 New Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Added to 41,272 170 0.01% 79 +41,247 164988.0% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 40,015 164 0.0% 0.0% 80 +871 2.23% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 38,621 159 0.0% 0.0% 81 +7,584 24.44% Q4 2025 Jan 26, 2026
Cornerstone Investment Partners, LLC History New 38,584 158 0.01% 82 +38,584 New Q4 2025 Jan 29, 2026
ExodusPoint Capital Management, LP History New 38,026 156 0.0% 83 +38,026 New Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 32,624 134 0.0% 85 +32,624 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History New 32,521 134 0.0% 84 +32,521 New Q4 2025 Jan 09, 2026
Walleye Trading LLC History Reduced 29,000 119 0.0% 0.0% 86 -28,502 -49.57% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 28,513 117 0.0% 0.0% 87 +16,891 145.34% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 28,444 117 0.0% 0.0% 88 +15,542 120.46% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History New 27,790 114 0.01% 89 +27,790 New Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Reduced 26,679 109 0.0% 0.0% 90 -209 -0.78% Q4 2025 Feb 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,185 107 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History New 34,074 106 0.0% 92 +34,074 New Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 24,890 106 0.0% 0.0% 93 -1,072 -4.13% Q4 2025 Jan 08, 2026
MetLife Investment Management, LLC History Reduced 25,555 105 0.0% 0.0% 94 -13,744 -34.97% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 24,769 102 0.0% 0.0% 95 +7,154 40.61% Q4 2025 Feb 13, 2026
OXFORD ASSET MANAGEMENT LLP History New 24,580 101 0.04% 96 +24,580 New Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 23,000 94 0.0% 0.0% 98 +12,000 109.09% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 22,964 94 0.0% 0.0% 97 -6,425 -21.86% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Reduced 22,754 93 0.0% 0.0% 99 -863 -3.65% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 22,140 91 0.0% 100 +22,140 New Q4 2025 Feb 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 20,914 86 0.0% 101 +20,914 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 20,656 85 0.0% 102 +20,656 New Q4 2025 Feb 12, 2026
Brevan Howard Capital Management LP History Reduced 20,080 82 0.0% 0.0% 103 -23,471 -53.89% Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 19,942 82 0.0% 104 +19,942 New Q4 2025 Feb 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,776 77 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 18,496 76 0.0% 106 +18,496 New Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 17,661 72 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 12, 2026
Comprehensive Financial Management LLC History No change 17,500 72 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 15,538 64 0.0% 0.0% 110 +3,238 26.33% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 15,547 64 0.0% 0.0% 109 -1,111 -6.67% Q4 2025 Jan 30, 2026
State of Wyoming History Reduced 14,483 59 0.01% 0.06% 111 -86,850 -85.71% Q4 2025 Feb 11, 2026
Inscription Capital, LLC History New 14,173 58 0.01% 112 +14,173 New Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Added to 13,841 57 0.0% 0.0% 113 +3,661 35.96% Q4 2025 Feb 06, 2026
TWO SIGMA SECURITIES, LLC History Added to 13,281 54 0.01% 0.01% 114 +2,030 18.04% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History New 13,100 53 0.0% 117 +13,100 New Q4 2025 Feb 11, 2026
PRUDENTIAL FINANCIAL INC History New 13,055 53 0.0% 115 +13,055 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History New 12,951 53 0.0% 116 +12,951 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History New 12,341 50 0.0% 119 +12,341 New Q4 2025 Feb 18, 2026
ProShare Advisors LLC History Added to 12,207 50 0.0% 0.0% 118 +965 8.58% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Reduced 12,193 50 0.0% 0.0% 120 -434 -3.44% Q4 2025 Jan 14, 2026
Engineers Gate Manager LP History New 12,085 49 0.0% 121 +12,085 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 11,889 48 0.0% 0.0% 122 +386 3.36% Q4 2025 Feb 11, 2026
Jain Global LLC History New 11,200 46 0.0% 123 +11,200 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 10,321 42 0.0% 0.0% 124 -14 -0.14% Q4 2025 Feb 13, 2026
T3 Companies, LLC History New 10,000 41 0.05% 126 +10,000 New Q4 2025 Feb 11, 2026
Avondale Wealth Management History No change 10,000 41 0.02% 0.03% 125 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,579 35 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 12, 2026
Quarry LP History Added to 6,654 27 0.0% 0.0% 129 +4,957 292.1% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 6,679 27 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 6,049 24 0.0% 0.0% 130 +2,602 75.49% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History New 5,000 20 0.0% 131 +5,000 New Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Reduced 4,551 18 0.0% 0.0% 132 -521 -10.27% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,108 16 0.0% 0.0% 133 -1,004 -19.64% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History No change 3,917 16 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 3,699 15 0.0% 0.0% 136 +163 4.61% Q4 2025 Feb 06, 2026
State of Alaska, Department of Revenue History No change 3,652 15 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Added to 3,082 12 0.0% 0.0% 137 +1,303 73.24% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 2,767 11 0.0% 0.0% 138 +52 1.92% Q4 2025 Feb 03, 2026
AMALGAMATED BANK History Reduced 2,098 9 0.0% 0.0% 139 -363 -14.75% Q4 2025 Feb 05, 2026
Frazier Financial Advisors, LLC History No change 2,000 8 0.0% 0.01% 140 0 0.0% Q4 2025 Feb 09, 2026
CITIGROUP INC History Reduced 1,512 6 0.0% 0.0% 141 -4,045 -72.79% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 1,282 5 0.0% 142 +1,177 1120.95% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History New 538 2 0.0% 143 +538 New Q4 2025 Feb 13, 2026
Marquette Asset Management, LLC History Added to 562 2 0.0% 0.0% 145 +129 29.79% Q4 2025 Jan 16, 2026
PRIVATE TRUST CO NA History No change 695 2 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 26, 2026
Allworth Financial LP History New 431 1 0.0% 149 +431 New Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 304 1 0.0% 146 +300 7500.0% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 427 1 0.0% 148 +268 168.55% Q4 2025 Feb 13, 2026
Clarity Asset Management, Inc. History New 250 1 0.0% 151 +250 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 357 1 0.0% 0.0% 150 +100 38.91% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 355 1 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 10, 2026
Penserra Capital Management LLC History Closed out 0 0 0.04% -641,773 -100.0% Q3 2025 Nov 04, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -407,705 -100.0% Q3 2025 Nov 06, 2025
DC Investments Management, LLC History Closed out 0 0 0.16% -78,933 -100.0% Q3 2025 Nov 10, 2025
KORNITZER CAPITAL MANAGEMENT INC /KS History Closed out 0 0 0.01% -53,800 -100.0% Q3 2025 Oct 31, 2025
Focus Partners Wealth History Closed out 0 0 0.0% -51,971 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -20,643 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 7 0 0.0% -20,302 -99.97% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -18,817 -100.0% Q3 2025 Nov 05, 2025
Headlands Technologies LLC History Closed out 0 0 0.01% -18,561 -100.0% Q3 2025 Nov 12, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.04% -15,648 -100.0% Q3 2025 Nov 14, 2025
MERCER GLOBAL ADVISORS INC /ADV History Closed out 0 0 0.0% -13,918 -100.0% Q3 2025 Nov 14, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -11,962 -100.0% Q3 2025 Jan 13, 2026
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -10,700 -100.0% Q3 2025 Nov 14, 2025
Diligent Investors, LLC History Closed out 0 0 0.01% -10,400 -100.0% Q3 2025 Nov 14, 2025
Next Level Private LLC History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Oct 23, 2025
Brookwood Investment Group LLC History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Oct 21, 2025
WEXFORD CAPITAL LP History Closed out 0 0 0.0% -4,361 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Dec 15, 2025
NISA INVESTMENT ADVISORS, LLC History Reduced 81 0 0.0% -1,072 -92.97% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History Reduced 116 0 0.0% -906 -88.65% Q4 2025 Jan 08, 2026
US BANCORP \DE\ History Reduced 106 0 0.0% -509 -82.76% Q4 2025 Jan 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 -154 -100.0% Q3 2025 Nov 14, 2025
MAI Capital Management History Added to 112 0 +110 5500.0% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History Reduced 147 0 0.0% -87 -37.18% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 241 0 0.0% -67 -21.75% Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History New 55 0 +55 New Q4 2025 Feb 20, 2026
Advisory Services Network, LLC History Closed out 0 0 -52 -100.0% Q3 2025 Nov 18, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 33 0 +33 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History New 33 0 +33 New Q4 2025 Jan 05, 2026
Covestor Ltd History Reduced 29 0 -30 -50.85% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History New 24 0 +24 New Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 138 0 -16 -10.39% Q4 2025 Feb 06, 2026
Kilter Group LLC History Closed out 0 0 -8 -100.0% Q3 2025 Feb 06, 2026
Clearstead Advisors, LLC History Added to 6 0 +4 200.0% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 51 0 -1 -1.92% Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History No change 27 0 0 0.0% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History No change 68 0 0 0.0% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History No change 100 0 0 0.0% Q4 2025 Jan 13, 2026