Ecovyst Inc. - ECVT

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
VANGUARD GROUP INC History Added to 11,112,611 108,125 0.0% 0.0% 1 +191,394 1.75% Q4 2025 Jan 29, 2026
Rubric Capital Management LP History Added to 10,500,000 102,165 1.22% 1.03% 2 +100,000 0.96% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 10,447,946 101,658 0.0% 0.0% 3 +179,210 1.75% Q4 2025 Feb 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 9,568,392 93,100 0.28% 0.24% 4 +716,240 8.09% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 6,387,278 62,149 0.01% 0.01% 5 +130,206 2.08% Q4 2025 Feb 12, 2026
MANGROVE PARTNERS IM, LLC History Reduced 5,447,873 53,007 4.32% 3.54% 6 -26,184 -0.48% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 5,024,810 48,891 0.07% 0.06% 7 -450,057 -8.22% Q4 2025 Feb 13, 2026
OAKTREE CAPITAL MANAGEMENT LP History Added to 4,254,503 41,396 0.59% 0.39% 8 +1,395,481 48.81% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 4,127,390 40,902 0.07% 0.06% 9 -379,472 -8.42% Q4 2025 Jan 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 2,728,749 26,550 0.07% 0.07% 10 -285,411 -9.47% Q4 2025 Feb 09, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,677,764 26,058 0.0% 0.0% 11 -29,956 -1.11% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 2,543,242 24,745 0.0% 0.0% 12 +17,702 0.7% Q4 2025 Feb 13, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Reduced 2,279,592 22,180 1.17% 1.48% 13 -1,630,805 -41.7% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,271,907 22,105 0.0% 0.0% 14 +28,528 1.27% Q4 2025 Feb 13, 2026
Medina Value Partners, LLC History Added to 2,192,017 21,328 4.98% 4.42% 15 +31,877 1.48% Q4 2025 Feb 13, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Reduced 2,174,934 21,162 5.32% 5.09% 16 -7,961 -0.36% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 2,153,679 20,955 0.0% 0.0% 17 +3,935 0.18% Q4 2025 Feb 17, 2026
BRIGHTLINE CAPITAL MANAGEMENT, LLC History New 2,050,000 19,946 8.06% 18 +2,050,000 New Q4 2025 Feb 13, 2026
Invenomic Capital Management LP History Reduced 1,906,840 18,553 0.86% 0.81% 19 -2,846 -0.15% Q4 2025 Feb 17, 2026
Owls Nest Partners IA, LLC History Added to 1,826,120 17,768 4.92% 4.02% 20 +175,060 10.6% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,393,092 13,554 0.01% 0.0% 21 +704,575 102.33% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 1,366,711 13,298 0.22% 0.22% 22 -155,844 -10.24% Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Added to 1,282,667 12,480 0.01% 0.02% 23 +58,496 4.78% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Added to 1,268,450 12,342 0.01% 0.01% 24 +8,681 0.69% Q4 2025 Feb 12, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 1,020,000 9,924 0.63% 0.6% 25 +40,000 4.08% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 913,916 8,892 0.0% 0.0% 26 -102,900 -10.12% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History New 895,364 8,711 0.03% 27 +895,364 New Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 828,289 8,059 0.0% 0.0% 28 -142,650 -14.69% Q4 2025 Mar 25, 2026
BRIGADE CAPITAL MANAGEMENT, LP History No change 817,255 7,951 2.4% 0.88% 29 0 0.0% Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 808,547 7,867 0.16% 0.13% 30 +98,448 13.86% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 756,208 7,357 0.0% 0.0% 31 -344,260 -31.28% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 682,184 6,637 0.0% 0.0% 32 -89,692 -11.62% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 616,504 5,998 0.0% 0.0% 33 +271,483 78.69% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 584,647 5,689 0.44% 0.33% 34 +105,696 22.07% Q4 2025 Jan 20, 2026
Ballast Asset Management, LP History Reduced 540,845 5,262 2.49% 2.24% 35 -19,292 -3.44% Q4 2025 Feb 09, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 535,412 5,209 0.01% 0.01% 36 -7,053 -1.3% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Added to 521,672 5,075 0.09% 0.04% 37 +98,448 23.26% Q4 2025 Feb 18, 2026
SEI INVESTMENTS CO History Added to 520,169 5,061 0.0% 0.0% 38 +336,877 183.79% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 519,210 5,051 0.01% 0.0% 39 +199,484 62.39% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 456,992 4,446 0.0% 0.0% 40 +95,633 26.46% Q4 2025 Feb 11, 2026
FMR LLC History Added to 436,071 4,242 0.0% 0.0% 41 +229,394 110.99% Q4 2025 Feb 17, 2026
KESTREL INVESTMENT MANAGEMENT CORP History New 407,600 3,965 2.25% 42 +407,600 New Q4 2025 Feb 03, 2026
Forest Hill Capital, LLC History No change 391,900 3,813 1.95% 2.02% 43 0 0.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 387,841 3,773 0.0% 0.0% 44 -8,179 -2.07% Q4 2025 Feb 10, 2026
CastleKnight Management LP History No change 367,148 3,572 0.08% 0.06% 45 0 0.0% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 331,184 3,222 0.0% 0.0% 46 +299,278 938.0% Q4 2025 Jan 09, 2026
Nuveen, LLC History Reduced 315,988 3,074 0.0% 0.0% 47 -321,480 -50.43% Q4 2025 Feb 12, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 315,824 3,072 0.06% 0.05% 48 -6,774 -2.1% Q4 2025 Jan 14, 2026
UBS Group AG History Added to 282,370 2,747 0.0% 0.0% 49 +194,915 222.87% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 273,358 2,659 0.0% 0.0% 50 -78,339 -22.27% Q4 2025 Feb 19, 2026
UMB Bank, n.a. History No change 272,651 2,652 0.04% 0.04% 51 0 0.0% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 230,351 2,241 0.0% 0.0% 52 -17,882 -7.2% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 230,100 2,238 0.0% 0.0% 53 -10,600 -4.4% Q4 2025 Feb 12, 2026
Nierenberg Investment Management Company, LLC History No change 228,810 2,226 1.08% 0.86% 54 0 0.0% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 225,600 2,195 0.0% 0.0% 55 -2,000 -0.88% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 203,839 1,983 0.0% 0.0% 56 -10,690 -4.98% Q4 2025 Feb 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 167,976 1,634 0.1% 0.1% 57 0 0.0% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 152,390 1,482 0.0% 0.0% 58 -25,401 -14.29% Q4 2025 Feb 13, 2026
Atom Investors LP History Reduced 149,116 1,450 0.12% 0.11% 59 -17,598 -10.56% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Reduced 146,300 1,423 0.0% 0.01% 60 -181,800 -55.41% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 143,468 1,395 0.0% 0.0% 61 +40,797 39.74% Q4 2025 Feb 13, 2026
Hartree Partners, LP History New 135,000 1,313 0.47% 62 +135,000 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 124,260 1,209 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 118,632 1,154 0.0% 0.0% 64 -13,445 -10.18% Q4 2025 Feb 09, 2026
Bleakley Financial Group, LLC History New 117,400 1,142 0.02% 65 +117,400 New Q4 2025 Feb 09, 2026
FEDERATED HERMES, INC. History Added to 116,545 1,133 0.0% 0.0% 66 +800 0.69% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 114,815 1,117 0.0% 0.0% 67 -3,344 -2.83% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 93,364 909 0.0% 0.0% 68 +4,500 5.06% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 84,462 821 0.0% 0.0% 69 +3,729 4.62% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Reduced 77,327 752 0.0% 0.0% 70 -11,088 -12.54% Q4 2025 Feb 17, 2026
Clear Harbor Asset Management, LLC History Added to 77,200 751 0.05% 0.02% 71 +37,200 93.0% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 74,001 720 0.0% 0.0% 72 -81,141 -52.3% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History No change 71,025 691 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 11, 2026
RBF Capital, LLC History No change 69,956 680 0.03% 0.03% 74 0 0.0% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 66,314 645 0.0% 0.0% 75 -3,294 -4.73% Q4 2025 Jan 29, 2026
FIRST TRUST ADVISORS LP History New 65,027 632 0.0% 76 +65,027 New Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 64,600 628 0.0% 77 +64,600 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 61,218 595 0.0% 0.0% 78 -5,233 -7.87% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 60,003 583 0.0% 0.0% 79 +10,422 21.02% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 55,989 544 0.01% 0.01% 80 -1,396 -2.43% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Reduced 53,786 523 0.01% 0.01% 81 -76,398 -58.68% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 53,040 516 0.0% 0.0% 82 -1,392 -2.56% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 51,292 499 0.0% 0.0% 83 0 0.0% Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 50,158 488 0.0% 84 +50,158 New Q4 2025 Feb 13, 2026
Inspire Investing, LLC History Reduced 47,959 466 0.04% 0.04% 85 -3,818 -7.37% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Reduced 47,245 459 0.02% 0.06% 86 -36,043 -43.28% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 45,468 442 0.0% 0.0% 87 0 0.0% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 43,376 422 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 40,869 397 0.0% 89 +40,869 New Q4 2025 Feb 18, 2026
AlphaQuest LLC History Reduced 38,348 373 0.02% 0.05% 90 -49,321 -56.26% Q4 2025 Feb 09, 2026
TWO SIGMA ADVISERS, LP History Added to 36,200 352 0.0% 0.0% 91 +15,000 70.75% Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Reduced 32,490 316 0.06% 0.08% 92 -623 -1.88% Q4 2025 Jan 14, 2026
VARCOV Co. History New 32,223 313 0.12% 93 +32,223 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 31,911 310 0.0% 0.0% 94 -2,829 -8.14% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 31,922 310 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 13, 2026
Creative Planning History Added to 31,413 305 0.0% 0.0% 96 +2,791 9.75% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History New 30,096 292 0.11% 97 +30,096 New Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 29,081 282 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 28,826 280 0.0% 0.0% 99 -533,305 -94.87% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 28,787 280 0.0% 0.0% 100 -1,933 -6.29% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 27,190 264 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 12, 2026
Entropy Technologies, LP History New 26,766 260 0.01% 102 +26,766 New Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 25,400 247 0.0% 0.0% 103 +2,100 9.01% Q4 2025 Feb 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 25,187 245 0.0% 0.01% 104 -24,808 -49.62% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Reduced 24,300 236 0.0% 0.0% 105 -3,500 -12.59% Q4 2025 Jan 28, 2026
State of Alaska, Department of Revenue History Added to 24,256 235 0.0% 0.0% 106 +18,765 341.74% Q4 2025 Jan 23, 2026
Amundi History Reduced 21,752 211 0.0% 0.0% 107 -110,759 -83.58% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 20,949 203 0.0% 0.0% 109 -82,410 -79.73% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 20,872 203 0.0% 0.0% 108 +837 4.18% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 20,605 200 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 12, 2026
Amplius Wealth Advisors, LLC History No change 18,288 177 0.01% 0.01% 111 0 0.0% Q4 2025 Jan 12, 2026
XTX Topco Ltd History New 18,081 175 0.0% 112 +18,081 New Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 17,977 174 0.0% 0.0% 113 +4,080 29.36% Q4 2025 Jan 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 16,500 160 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 09, 2026
DekaBank Deutsche Girozentrale History No change 14,512 153 0.0% 0.0% 115 0 0.0% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 15,710 152 0.0% 116 +15,710 New Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 15,536 151 0.01% 0.03% 117 -66,558 -81.08% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History New 15,000 145 0.04% 118 +15,000 New Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History No change 14,390 140 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 12,934 125 0.0% 0.0% 120 +66 0.51% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 12,597 122 0.0% 0.0% 121 -7,976 -38.77% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History No change 12,581 122 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,185 119 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Added to 12,128 118 0.0% 0.0% 124 +6,691 123.06% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 11,618 113 0.0% 0.0% 125 -5,732 -33.04% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 11,400 110 0.0% 0.0% 126 -14,939 -56.72% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 9,789 95 0.0% 0.0% 127 0 0.0% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Added to 9,469 92 0.01% 0.01% 128 +141 1.51% Q4 2025 Jan 08, 2026
Russell Investments Group, Ltd. History Reduced 9,060 88 0.0% 0.0% 129 -817 -8.27% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 6,160 60 0.0% 0.0% 130 -2,518 -29.02% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 6,004 58 0.0% 0.0% 131 +395 7.04% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 3,588 35 0.0% 0.0% 132 -442 -10.97% Q4 2025 Feb 05, 2026
ROYAL BANK OF CANADA History New 3,258 31 0.0% 133 +3,258 New Q4 2025 Feb 17, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History New 2,200 21 0.01% 134 +2,200 New Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 2,112 20 0.0% 0.0% 135 +620 41.55% Q4 2025 Jan 05, 2026
SBI Securities Co., Ltd. History Added to 2,030 19 0.0% 0.0% 136 +29 1.45% Q4 2025 Feb 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,740 16 0.0% 0.0% 137 +740 74.0% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 1,561 15 0.0% 0.0% 138 +912 140.52% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,418 14 0.0% 0.0% 139 +362 34.28% Q4 2025 Feb 13, 2026
Investors Research Corp History No change 1,500 14 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 06, 2026
Farther Finance Advisors, LLC History No change 836 8 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 23, 2026
GGM Financials LLC History No change 764 7 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 04, 2026
Rockefeller Capital Management L.P. History New 675 6 0.0% 143 +675 New Q4 2025 Mar 16, 2026
Aster Capital Management (DIFC) Ltd History Added to 630 6 0.0% 0.0% 144 +251 66.23% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 550 4 0.0% 146 +550 New Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 488 4 0.0% 145 +488 New Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 473 4 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 13, 2026
MAI Capital Management History New 319 3 0.0% 149 +319 New Q4 2025 Feb 13, 2026
STRS OHIO History No change 400 3 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History No change 288 3 0.0% 0.0% 150 0 0.0% Q4 2025 Feb 05, 2026
Optiver Holding B.V. History Reduced 264 2 0.0% 0.0% 154 -640 -70.8% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History No change 252 2 0.0% 0.0% 151 0 0.0% Q4 2025 Jan 30, 2026
ROTHSCHILD INVESTMENT LLC History No change 245 2 0.0% 0.0% 152 0 0.0% Q4 2025 Feb 10, 2026
Larson Financial Group LLC History No change 245 2 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 139 1 0.0% 0.0% 155 -1,611 -92.06% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Reduced 148 1 0.0% 0.0% 156 -17 -10.3% Q4 2025 Jan 08, 2026
Boston Partners History Closed out 0 0 0.03% -3,225,459 -100.0% Q3 2025 Nov 13, 2025
Simcoe Capital Management, LLC History Closed out 0 0 0.97% -767,640 -100.0% Q3 2025 Nov 13, 2025
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -346,137 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.05% -226,182 -100.0% Q3 2025 Oct 31, 2025
Clearline Capital LP History Closed out 0 0 0.07% -168,144 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -131,700 -100.0% Q3 2025 Nov 13, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -118,530 -100.0% Q3 2025 Nov 13, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -28,499 -100.0% Q3 2025 Nov 14, 2025
LPL Financial LLC History Closed out 0 0 0.0% -23,251 -100.0% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.06% -23,062 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.0% -22,019 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.01% -21,100 -100.0% Q3 2025 Nov 14, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.02% -16,119 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -15,334 -100.0% Q3 2025 Oct 30, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -14,309 -100.0% Q3 2025 Oct 22, 2025
PharVision Advisers, LLC History Closed out 0 0 0.06% -11,580 -100.0% Q3 2025 Nov 17, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -11,100 -100.0% Q3 2025 Nov 14, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.01% -10,108 -100.0% Q3 2025 Nov 13, 2025
Parkside Financial Bank & Trust History Closed out 0 0 0.0% -5,893 -100.0% Q3 2025 Oct 30, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -2,630 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Closed out 0 0 0.0% -1,895 -100.0% Q3 2025 Nov 14, 2025
Spire Wealth Management History Closed out 0 0 0.0% -347 -100.0% Q3 2025 Oct 23, 2025
Bruce G. Allen Investments, LLC History Closed out 0 0 -62 -100.0% Q3 2025 Oct 30, 2025
Allworth Financial LP History New 39 0 +39 New Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 14, 2025
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History No change 4 0 0 0.0% Q4 2025 Feb 20, 2026
IFP Advisors, Inc History No change 44 0 0 0.0% Q4 2025 Feb 06, 2026
Covestor Ltd History No change 11 0 0 0.0% Q4 2025 Feb 06, 2026