Emergent BioSolutions Inc. - EBS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 4,254,397 52,584 0.0% 0.0% 1 -8,726 -0.2% Q4 2025 Feb 12, 2026
OAK HILL ADVISORS LP History No change 3,613,338 44,660 7.29% 3.45% 2 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 3,553,999 43,927 0.0% 0.0% 3 +13,329 0.38% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 2,696,375 33,327 0.0% 0.0% 4 +250,616 10.25% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,439,439 30,151 0.02% 0.01% 5 +57,061 2.4% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,252,605 27,840 0.01% 0.0% 6 +112,265 5.25% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,618,903 20,009 0.0% 0.0% 7 +237,153 17.16% Q4 2025 Feb 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 1,265,766 15,644 0.46% 0.34% 8 -160,253 -11.24% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,250,010 15,453 0.0% 0.0% 9 -28,683 -2.24% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,157,696 14,309 0.0% 0.0% 10 +628,821 118.9% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,110,682 13,723 0.02% 0.02% 11 -66,979 -5.69% Q4 2025 Feb 10, 2026
Jain Global LLC History Added to 942,691 11,651 0.06% 0.02% 12 +433,984 85.31% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Added to 901,000 11,136 0.02% 0.02% 13 +36,500 4.22% Q4 2025 Feb 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 777,999 9,616 0.03% 0.03% 14 -354,306 -31.29% Q4 2025 Feb 10, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 772,771 9,551 0.89% 0.72% 15 0 0.0% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 743,455 9,189 0.01% 0.01% 16 -168,933 -18.52% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 740,100 9,147 0.0% 0.0% 17 +119,123 19.18% Q4 2025 Mar 25, 2026
D. E. Shaw & Co., Inc. History Added to 723,217 8,938 0.0% 0.0% 18 +402,050 125.18% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 628,057 7,762 0.0% 0.0% 19 +78,357 14.25% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 580,622 7,176 0.0% 0.0% 20 -57,210 -8.97% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 577,147 7,133 0.01% 0.01% 21 +58,900 11.37% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 563,812 6,968 0.0% 0.0% 22 +55,059 10.82% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 522,004 6,451 0.01% 0.01% 23 0 0.0% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 478,029 5,908 0.0% 0.0% 24 -108,217 -18.46% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 434,774 5,373 0.01% 0.01% 25 +33,516 8.35% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 399,219 4,934 0.0% 0.0% 26 -98,632 -19.81% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 373,902 4,621 0.03% 0.01% 27 +225,918 152.66% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 347,805 4,298 0.0% 0.0% 28 -91,570 -20.84% Q4 2025 Jan 29, 2026
HRT FINANCIAL LP History New 311,784 3,853 0.01% 29 +311,784 New Q4 2025 Feb 12, 2026
Values First Advisors, Inc. History Reduced 305,046 3,770 1.96% 1.74% 30 -62,873 -17.09% Q4 2025 Jan 30, 2026
Trexquant Investment LP History Reduced 301,689 3,728 0.03% 0.05% 31 -224,599 -42.68% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 290,701 3,593 0.0% 0.0% 32 +10,894 3.89% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 269,965 3,336 0.0% 0.0% 33 +106,252 64.9% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 258,500 3,195 0.0% 0.0% 34 -2,831 -1.08% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 244,512 3,022 0.0% 0.0% 35 +91,174 59.46% Q4 2025 Feb 10, 2026
GLOBEFLEX CAPITAL L P History No change 241,298 2,982 0.46% 0.33% 36 0 0.0% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 237,674 2,937 0.0% 0.0% 37 +159,850 205.4% Q4 2025 Feb 17, 2026
Morse Asset Management, Inc History Added to 229,308 2,834 0.57% 0.38% 38 +11,383 5.22% Q4 2025 Feb 03, 2026
TRUIST FINANCIAL CORP History Reduced 219,452 2,712 0.0% 0.0% 39 -74,342 -25.3% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 219,483 2,712 0.0% 0.0% 40 +3,489 1.62% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 206,002 2,546 0.0% 0.0% 41 -174,278 -45.83% Q4 2025 Feb 19, 2026
DEUTSCHE BANK AG\ History Added to 181,744 2,246 0.0% 0.0% 42 +1,941 1.08% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 178,295 2,203 0.0% 0.0% 43 +5,498 3.18% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 174,933 2,162 0.02% 0.01% 44 0 0.0% Q4 2025 Feb 02, 2026
Ancora Advisors LLC History New 170,469 2,106 0.04% 45 +170,469 New Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 168,643 2,084 0.0% 0.0% 46 -15,462 -8.4% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History New 161,307 1,961 0.19% 47 +161,307 New Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 156,443 1,933 0.03% 0.02% 48 0 0.0% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 154,892 1,914 0.0% 0.0% 49 -25,258 -14.02% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 146,944 1,816 0.0% 0.0% 50 +57,442 64.18% Q4 2025 Feb 17, 2026
Brandywine Global Investment Management, LLC History New 130,310 1,610 0.01% 51 +130,310 New Q4 2025 Feb 11, 2026
CREDIT AGRICOLE S A History New 125,000 1,545 0.0% 52 +125,000 New Q4 2025 Feb 17, 2026
FMR LLC History Reduced 118,311 1,462 0.0% 0.0% 53 -69,863 -37.13% Q4 2025 Feb 17, 2026
Palumbo Wealth Management LLC History Added to 117,121 1,447 0.36% 0.14% 54 +68,925 143.01% Q4 2025 Jan 21, 2026
SIMPLEX TRADING, LLC History Added to 111,900 1,383 0.0% 0.0% 55 +56,068 100.42% Q4 2025 Feb 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 110,160 1,361 0.0% 0.0% 56 -1,900 -1.7% Q4 2025 Feb 18, 2026
RITHOLTZ WEALTH MANAGEMENT History New 108,920 1,346 0.02% 57 +108,920 New Q4 2025 Jan 23, 2026
GROUP ONE TRADING LLC History Reduced 106,440 1,315 0.0% 0.0% 58 -84,340 -44.21% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 105,980 1,309 0.02% 0.01% 59 +25,131 31.08% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 105,378 1,302 0.0% 0.0% 60 -8,761 -7.68% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 106,700 1,297 0.09% 0.07% 61 0 0.0% Q4 2025 Jan 15, 2026
Campbell & CO Investment Adviser LLC History Added to 100,504 1,242 0.06% 0.03% 62 +55,896 125.3% Q4 2025 Feb 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 96,700 1,195 0.0% 0.0% 63 0 0.0% Q4 2025 Jan 28, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 95,070 1,175 0.04% 0.03% 64 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 89,935 1,111 0.0% 0.0% 65 -48,215 -34.9% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Reduced 89,018 1,100 0.0% 0.0% 66 -5,203 -5.52% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 80,100 990 0.0% 0.0% 67 +47,935 149.03% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 78,945 975 0.0% 0.0% 68 +1,764 2.29% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 70,918 910 0.0% 0.0% 69 -63,982 -47.43% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 69,211 855 0.0% 0.0% 70 +17,107 32.83% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 68,665 848 0.0% 0.0% 71 -12,193 -15.08% Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History New 61,899 765 0.08% 72 +61,899 New Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 60,361 746 0.0% 0.0% 73 +49,419 451.65% Q4 2025 Feb 10, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 57,848 715 0.02% 0.01% 74 +886 1.56% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Added to 57,805 714 0.0% 0.0% 75 +1,350 2.39% Q4 2025 Jan 09, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 54,835 677 0.0% 0.0% 76 +21,128 62.68% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 52,060 643 0.0% 0.0% 77 +32,980 172.85% Q4 2025 Feb 17, 2026
SIERRA SUMMIT ADVISORS LLC History New 48,460 598 0.09% 78 +48,460 New Q4 2025 Feb 06, 2026
TWO SIGMA ADVISERS, LP History Added to 45,400 561 0.0% 0.0% 79 +2,200 5.09% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 42,142 520 0.01% 0.03% 80 -271,858 -86.58% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 40,859 505 0.04% 0.01% 81 +19,684 92.96% Q4 2025 Jan 20, 2026
SG Americas Securities, LLC History Added to 40,529 501 0.0% 0.0% 82 +25,207 164.52% Q4 2025 Jan 09, 2026
AdvisorShares Investments LLC History New 39,900 493 0.08% 83 +39,900 New Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 38,983 482 0.0% 0.0% 84 -1,458 -3.61% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History New 37,785 467 0.01% 85 +37,785 New Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 33,106 409 0.01% 0.01% 86 +12,681 62.09% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Reduced 31,862 393 0.0% 0.0% 87 -2,446 -7.13% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Added to 31,419 388 0.0% 0.0% 88 +4,986 18.86% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 29,494 364 0.0% 0.0% 89 -4,493 -13.22% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 29,443 362 0.0% 0.0% 90 -760 -2.52% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Added to 29,097 359 0.01% 0.01% 91 +8,681 42.52% Q4 2025 Feb 11, 2026
Keystone Financial Group History Reduced 29,088 359 0.03% 0.02% 92 -2,187 -6.99% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History Added to 28,751 355 0.01% 0.0% 93 +18,119 170.42% Q4 2025 Feb 17, 2026
Creative Planning History Added to 28,548 352 0.0% 0.0% 94 +6,806 31.3% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History New 28,281 349 0.0% 95 +28,281 New Q4 2025 Feb 18, 2026
ARISTEIA CAPITAL, L.L.C. History New 27,949 345 0.01% 96 +27,949 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History No change 27,428 339 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History New 22,910 283 0.0% 98 +22,910 New Q4 2025 Feb 17, 2026
Brooklyn Investment Group History New 22,482 274 0.01% 99 +22,482 New Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 21,354 263 0.0% 0.0% 100 -1,074 -4.79% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 21,274 262 0.0% 0.0% 101 +3,307 18.41% Q4 2025 Feb 13, 2026
Stirlingshire Investments, Inc. History New 21,110 260 0.23% 102 +21,110 New Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 19,584 242 0.0% 0.0% 103 -610 -3.02% Q4 2025 Feb 13, 2026
VIRTUS ADVISERS, LLC History New 19,500 241 0.11% 104 +19,500 New Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 18,504 228 0.0% 0.0% 105 -4,323 -18.94% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 18,415 227 0.0% 0.0% 106 +571 3.2% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Added to 18,255 225 0.0% 0.0% 107 +348 1.94% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 18,009 223 0.0% 0.0% 108 +942 5.52% Q4 2025 Jan 26, 2026
&PARTNERS History New 17,000 210 0.0% 109 +17,000 New Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 16,234 200 0.0% 110 +16,234 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 15,587 192 0.0% 111 +15,587 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 15,061 186 0.0% 0.0% 112 -317 -2.06% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 14,509 179 0.0% 113 +14,509 New Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 14,011 173 0.0% 0.0% 114 -3,577 -20.34% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 13,016 171 0.0% 0.0% 115 +1,625 14.27% Q4 2025 Jan 08, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 13,505 166 0.0% 0.0% 116 -3,730 -21.64% Q4 2025 Feb 13, 2026
AXQ CAPITAL, LP History New 13,176 162 0.04% 117 +13,176 New Q4 2025 Feb 10, 2026
Legal & General Group Plc History Added to 12,894 159 0.0% 0.0% 118 +7,981 162.45% Q4 2025 Feb 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 11,432 141 0.0% 119 +11,432 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 11,235 138 0.0% 0.0% 120 -20,038 -64.07% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 11,241 138 0.0% 0.0% 121 +7,329 187.35% Q4 2025 Feb 13, 2026
Baron Wealth Management LLC History New 10,785 133 0.04% 122 +10,785 New Q4 2025 Jan 14, 2026
L2 Asset Management, LLC History Added to 10,601 131 0.02% 0.01% 123 +421 4.14% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 10,582 130 0.0% 124 +10,582 New Q4 2025 Feb 11, 2026
B. Riley Wealth Advisors, Inc. History Reduced 10,500 129 0.01% 0.01% 125 -120,300 -91.97% Q4 2025 Feb 17, 2026
Abel Hall, LLC History New 10,439 129 0.03% 126 +10,439 New Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 10,087 124 0.0% 0.0% 127 -3,813 -27.43% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History No change 10,000 123 0.01% 0.01% 128 0 0.0% Q4 2025 Feb 11, 2026
Herold Advisors, Inc. History No change 10,000 123 0.03% 0.02% 129 0 0.0% Q4 2025 Feb 17, 2026
Kemnay Advisory Services Inc. History New 8,660 107 0.02% 130 +8,660 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Added to 7,238 89 0.0% 0.0% 131 +3,885 115.87% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 6,359 78 0.0% 0.0% 132 -145 -2.23% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 6,163 76 0.0% 0.0% 133 +4,827 361.3% Q4 2025 Jan 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 5,099 63 0.0% 0.0% 134 -8,269 -61.86% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 4,560 56 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 11, 2026
CANADA LIFE ASSURANCE Co History New 3,645 45 0.0% 136 +3,645 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,212 39 0.0% 0.0% 137 -157 -4.66% Q4 2025 Feb 17, 2026
Torren Management, LLC History New 2,995 37 0.02% 139 +2,995 New Q4 2025 Jan 30, 2026
Sterling Capital Management LLC History Reduced 3,007 37 0.0% 0.0% 138 -717 -19.25% Q4 2025 Feb 13, 2026
Covestor Ltd History Reduced 2,706 33 0.02% 0.02% 140 -1,305 -32.54% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Reduced 2,192 27 0.0% 0.0% 141 -155 -6.6% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 2,160 26 0.0% 142 +2,160 New Q4 2025 Feb 17, 2026
EFG International AG History New 1,920 23 0.0% 143 +1,920 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 1,639 20 0.0% 0.0% 144 -204 -11.07% Q4 2025 Feb 05, 2026
AlphaQuest LLC History Reduced 1,549 19 0.0% 0.01% 146 -18,248 -92.18% Q4 2025 Feb 09, 2026
MEEDER ASSET MANAGEMENT INC History New 1,581 19 0.0% 145 +1,581 New Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,136 14 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,028 12 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 17, 2026
Triumph Capital Management History New 700 8 0.0% 150 +700 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 726 8 0.0% 0.0% 149 +143 24.53% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 614 7 0.0% 151 +614 New Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History New 500 6 0.0% 152 +500 New Q4 2025 Jan 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 410 5 0.0% 0.0% 153 0 0.0% Q4 2025 Jan 07, 2026
GAMMA Investing LLC History Added to 359 4 0.0% 0.0% 155 +72 25.09% Q4 2025 Jan 05, 2026
Costello Asset Management, INC History No change 400 4 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 03, 2026
Raiffeisen Bank International AG History No change 400 4 0.0% 0.0% 156 0 0.0% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 294 3 0.0% 158 +294 New Q4 2025 Feb 13, 2026
COMERICA BANK History New 265 3 0.0% 159 +265 New Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 246 3 0.0% 0.0% 157 +10 4.24% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History No change 259 3 0.0% 0.0% 160 0 0.0% Q4 2025 Jan 13, 2026
Rockefeller Capital Management L.P. History New 195 2 0.0% 161 +195 New Q4 2025 Mar 16, 2026
Dogwood Wealth Management LLC History New 188 2 0.0% 163 +188 New Q4 2025 Feb 04, 2026
True Wealth Design, LLC History Added to 204 2 0.0% 0.0% 162 +15 7.94% Q4 2025 Jan 08, 2026
FINANCIAL CONSULATE, INC History No change 88 1 0.0% 164 0 0.0% Q4 2025 Jan 22, 2026
Steward Partners Investment Advisory, LLC History No change 100 1 0.0% 165 0 0.0% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History No change 158 1 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 29, 2026
Gould Capital, LLC History No change 100 1 0.0% 167 0 0.0% Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History No change 102 1 0.0% 168 0 0.0% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History No change 91 1 0.0% 169 0 0.0% Q4 2025 Jan 12, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -536,655 -100.0% Q3 2025 Oct 15, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -167,057 -100.0% Q3 2025 Nov 14, 2025
Hilltop Holdings Inc. History Closed out 0 0 0.03% -60,861 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -51,072 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -30,376 -100.0% Q3 2025 Nov 14, 2025
State of Wyoming History Closed out 0 0 0.03% -26,732 -100.0% Q3 2025 Nov 04, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.09% -21,757 -100.0% Q3 2025 Nov 14, 2025
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -17,117 -100.0% Q3 2025 Oct 22, 2025
Aegis Wealth Management LLC History Closed out 0 0 0.07% -15,150 -100.0% Q3 2025 Nov 06, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -14,700 -100.0% Q3 2025 Nov 14, 2025
Advyzon Investment Management, LLC History Closed out 0 0 0.02% -13,800 -100.0% Q3 2025 Nov 10, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -13,322 -100.0% Q3 2025 Nov 13, 2025
STRS OHIO History Closed out 0 0 0.0% -13,100 -100.0% Q3 2025 Oct 30, 2025
PFG Investments, LLC History Closed out 0 0 0.01% -11,495 -100.0% Q3 2025 Oct 31, 2025
Avidian Wealth Enterprises, LLC History Closed out 0 0 0.0% -10,440 -100.0% Q3 2025 Oct 30, 2025
Arax Advisory Partners History Reduced 36 0 0.0% -2,609 -98.64% Q4 2025 Feb 13, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History Closed out 0 0 0.0% -1,872 -100.0% Q3 2025 Nov 14, 2025
Atlantic Edge Private Wealth Management, LLC History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Oct 24, 2025
JNBA Financial Advisors History Closed out 0 0 0.0% -328 -100.0% Q3 2025 Oct 28, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -197 -100.0% Q3 2025 Nov 14, 2025
Clearstead Advisors, LLC History Reduced 9 0 0.0% -176 -95.14% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -176 -100.0% Q3 2025 Nov 12, 2025
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -125 -100.0% Q3 2025 Nov 03, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 78 0 +78 New Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History New 55 0 +55 New Q4 2025 Feb 10, 2026
OPTIMA CAPITAL LLC History New 55 0 +55 New Q4 2025 Jan 23, 2026
MAI Capital Management History New 53 0 +53 New Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History New 16 0 +16 New Q4 2025 Jan 21, 2026
MCF Advisors LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 05, 2025
SHP Wealth Management History New 5 0 +5 New Q4 2025 Mar 04, 2026
IFP Advisors, Inc History Added to 50 0 +2 4.17% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2 0 +2 New Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History No change 30 0 0 0.0% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History No change 3 0 0 0.0% Q4 2025 Feb 20, 2026
Global Retirement Partners, LLC History No change 25 0 0 0.0% Q4 2025 Feb 06, 2026
Strengthening Families & Communities, LLC History No change 9 0 0 0.0% Q4 2025 Feb 03, 2026