Editas Medicine, Inc. - EDIT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 44 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 Added to 9,347,114 19,161 0.0% 0.0% 1 +1,327,223 16.55% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 8,208,068 16,826 0.0% 0.0% 2 +1,242,450 17.84% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 3,039,778 6,231 0.01% 0.01% 3 +1,762,378 137.97% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,284,740 4,684 0.0% 0.0% 4 +244,574 11.99% Q4 2025 Feb 09, 2026
Nuveen, LLC History Reduced 1,976,900 4,052 0.0% 0.0% 5 -114,736 -5.49% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 1,974,931 4,048 0.0% 0.0% 6 +49,887 2.59% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,632,584 3,346 0.0% 0.01% 7 +48,429 3.06% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 1,224,100 2,509 0.0% 0.01% 8 +19,100 1.59% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,211,680 2,483 0.0% 0.0% 9 +659,985 119.63% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,184,670 2,428 0.0% 0.0% 10 +1,020,782 622.85% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History Added to 1,109,590 2,274 0.0% 0.0% 11 +993,411 855.07% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 942,993 1,933 0.0% 0.0% 12 +421,800 80.93% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 881,960 1,808 0.0% 0.0% 13 +423,684 92.45% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 849,362 1,741 0.0% 0.0% 14 -92,548 -9.83% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 827,140 1,695 0.01% 15 +827,140 New Q4 2025 Feb 13, 2026
UBS Group AG History Added to 809,342 1,659 0.0% 0.0% 16 +386,948 91.61% Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 799,847 1,635 0.0% 0.0% 17 +443,189 124.26% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 794,671 1,629 0.0% 0.0% 18 +14,716 1.89% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 783,104 1,605 0.0% 0.0% 19 -37,563 -4.58% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 733,483 1,503 0.0% 20 +733,483 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 678,913 1,391 0.0% 0.0% 21 -408,994 -37.59% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 662,459 1,358 0.0% 0.0% 22 -7,230 -1.08% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 644,197 1,320 0.0% 0.0% 23 -43,558 -6.33% Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History New 568,809 1,166 0.1% 24 +568,809 New Q4 2025 Feb 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 562,140 1,152 0.02% 0.04% 25 -3,501 -0.62% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 539,597 1,106 0.0% 0.01% 26 -13,333 -2.41% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 445,900 914 0.0% 0.0% 27 +95,600 27.29% Q4 2025 Feb 12, 2026
SIMPLEX TRADING, LLC History Reduced 411,672 843 0.0% 0.0% 28 -117,191 -22.16% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 335,479 687 0.0% 0.0% 29 -596,431 -64.0% Q4 2025 Feb 12, 2026
DIADEMA PARTNERS LP History Added to 318,700 653 0.11% 0.27% 30 +18,700 6.23% Q4 2025 Feb 17, 2026
Eversept Partners, LP History New 290,919 596 0.03% 31 +290,919 New Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History Added to 279,534 573 0.02% 0.03% 32 +37,843 15.66% Q4 2025 Jan 14, 2026
BARCLAYS PLC History Added to 276,262 566 0.0% 0.0% 33 +89,212 47.69% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 246,606 505 0.01% 0.05% 34 -13,507 -5.19% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 245,342 502 0.0% 0.0% 35 -19,345 -7.31% Q4 2025 Feb 10, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 244,355 500 0.01% 0.02% 36 -63,979 -20.75% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 193,675 397 0.0% 0.0% 37 -830,565 -81.09% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 187,894 385 0.0% 0.0% 38 -250 -0.13% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 181,587 372 0.0% 0.0% 39 +3,198 1.79% Q4 2025 Feb 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 167,530 343 0.0% 0.0% 40 0 0.0% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 162,744 333 0.0% 0.0% 41 +34,432 26.83% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 162,330 332 0.0% 0.0% 42 -173,458 -51.66% Q4 2025 Feb 17, 2026
Green Alpha Advisors, LLC History Added to 161,120 330 0.3% 0.49% 43 +14,708 10.05% Q4 2025 Jan 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 97,803 294 0.0% 0.0% 44 -19,873 -16.89% Q4 2025 Feb 11, 2026
FMR LLC History Added to 141,653 290 0.0% 0.0% 45 +41,997 42.14% Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History Added to 139,904 286 0.01% 0.0% 46 +72,820 108.55% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 121,500 249 0.0% 0.0% 47 +111,300 1091.18% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 114,300 234 0.0% 0.0% 48 -12,000 -9.5% Q4 2025 Jan 29, 2026
HSBC HOLDINGS PLC History Added to 112,186 230 0.0% 0.0% 49 +16,288 16.98% Q4 2025 Mar 20, 2026
RHUMBLINE ADVISERS History Reduced 109,305 224 0.0% 0.0% 50 -13,221 -10.79% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 108,547 222 0.0% 0.0% 51 +68,219 169.16% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 107,376 220 0.0% 52 +107,376 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 95,506 195 0.0% 0.0% 53 +16,938 21.56% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 92,397 190 0.0% 0.0% 54 +6,177 7.16% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 91,846 188 0.0% 0.0% 55 +29,773 47.96% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 89,193 182 0.0% 0.0% 56 -61,474 -40.8% Q4 2025 Feb 13, 2026
EntryPoint Capital, LLC History New 84,554 173 0.07% 57 +84,554 New Q4 2025 Feb 12, 2026
Man Group plc History Added to 79,170 162 0.0% 0.0% 58 +29,326 58.84% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 76,000 155 0.0% 0.01% 59 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 75,500 154 0.0% 0.0% 60 0 0.0% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 74,191 152 0.0% 0.0% 61 +60,879 457.32% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History No change 70,000 143 0.0% 0.01% 62 0 0.0% Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History New 68,144 139 0.0% 63 +68,144 New Q4 2025 Jan 30, 2026
LPL Financial LLC History Added to 64,856 132 0.0% 0.0% 64 +23,443 56.61% Q4 2025 Feb 11, 2026
PEAK6 LLC History New 59,800 122 0.0% 65 +59,800 New Q4 2025 Mar 12, 2026
OSAIC HOLDINGS, INC. History Added to 57,754 118 0.0% 0.0% 66 +41,788 261.73% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 54,889 112 0.0% 0.0% 67 -4,828 -8.08% Q4 2025 Feb 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 48,852 104 0.0% 0.0% 68 -2,062 -4.05% Q4 2025 Jan 08, 2026
CANADA LIFE ASSURANCE Co History Reduced 45,089 92 0.0% 0.0% 69 -665 -1.45% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 44,843 91 0.0% 0.0% 70 -535,442 -92.27% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 44,166 91 0.0% 0.0% 71 -462 -1.04% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History New 43,870 89 0.01% 72 +43,870 New Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 43,228 89 0.0% 73 +43,228 New Q4 2025 Feb 23, 2026
Mariner, LLC History Reduced 41,321 84 0.0% 0.0% 74 -36,094 -46.62% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 41,044 84 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 39,742 81 0.0% 0.0% 76 -2,493 -5.9% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Reduced 37,855 77 0.0% 0.0% 77 -11,223 -22.87% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History No change 35,000 71 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 10, 2026
Thrive Wealth Management, LLC History No change 33,500 68 0.01% 0.02% 79 0 0.0% Q4 2025 Jan 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 32,995 67 0.0% 0.0% 80 +5,827 21.45% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 31,007 63 0.0% 0.01% 81 -1,000 -3.12% Q4 2025 Feb 03, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 30,340 62 0.0% 0.0% 82 -1,330 -4.2% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 28,364 58 0.0% 83 +28,364 New Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 28,541 58 0.0% 0.0% 84 -678 -2.32% Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Added to 22,962 47 0.0% 0.0% 85 +425 1.89% Q4 2025 Mar 16, 2026
Baird Financial Group, Inc. History Reduced 20,870 42 0.0% 0.0% 87 -7,672 -26.88% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 20,794 42 0.0% 0.0% 86 +3,161 17.93% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 20,150 41 0.0% 0.0% 88 -1,914 -8.67% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 17,022 34 0.0% 0.0% 90 -21,495 -55.81% Q4 2025 Feb 12, 2026
DLK Investment Management, LLC History Reduced 16,619 34 0.01% 0.04% 92 -12,700 -43.32% Q4 2025 Jan 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 16,844 34 0.0% 0.0% 93 -11,120 -39.77% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 16,802 34 0.0% 0.0% 89 +2,048 13.88% Q4 2025 Jan 09, 2026
HCR Wealth Advisors History No change 17,000 34 0.0% 0.01% 91 0 0.0% Q4 2025 Jan 27, 2026
StoneX Group Inc. History New 15,855 32 0.0% 94 +15,855 New Q4 2025 Feb 12, 2026
Callan Family Office, LLC History New 15,832 32 0.0% 99 +15,832 New Q4 2025 Feb 12, 2026
China Universal Asset Management Co., Ltd. History Added to 15,907 32 0.0% 0.0% 98 +145 0.92% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 15,765 32 0.0% 0.0% 96 -9 -0.06% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 16,089 32 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History No change 16,088 32 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History No change 15,000 30 0.0% 0.01% 100 0 0.0% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Added to 14,386 29 0.0% 0.0% 101 +10,668 286.93% Q4 2025 Feb 17, 2026
R Squared Ltd History Reduced 14,365 29 0.01% 0.03% 102 -6,260 -30.35% Q4 2025 Jan 30, 2026
Keystone Financial Group History New 14,050 28 0.0% 104 +14,050 New Q4 2025 Feb 06, 2026
Focus Partners Wealth History Reduced 13,858 28 0.0% 0.0% 103 -5,374 -27.94% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Reduced 13,572 27 0.0% 0.0% 105 -3,375 -19.92% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 13,100 26 0.0% 0.0% 106 0 0.0% Q4 2025 Jan 28, 2026
ROYAL BANK OF CANADA History New 12,231 25 0.0% 107 +12,231 New Q4 2025 Feb 17, 2026
Aries Wealth Management History No change 12,500 25 0.01% 0.01% 108 0 0.0% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Reduced 11,127 22 0.0% 0.0% 110 -7,376 -39.86% Q4 2025 Feb 06, 2026
Neuberger Berman Group LLC History Reduced 10,908 22 0.0% 0.0% 111 -1,089 -9.08% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 11,180 22 0.0% 0.0% 109 +922 8.99% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History New 10,702 21 0.0% 112 +10,702 New Q4 2025 Feb 11, 2026
Gibbs Wealth Management History No change 10,308 21 0.01% 0.01% 113 0 0.0% Q4 2025 Jan 23, 2026
Kera Capital Partners, Inc. History No change 10,092 20 0.0% 0.01% 114 0 0.0% Q4 2025 Feb 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,495 19 0.0% 0.0% 115 -3,220 -25.32% Q4 2025 Feb 06, 2026
Raiffeisen Bank International AG History No change 10,000 17 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 8,245 16 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 11, 2026
Legal & General Group Plc History No change 7,778 15 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History No change 7,300 14 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 5,576 11 0.0% 0.0% 120 +321 6.11% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 5,037 10 0.0% 0.0% 121 -3,322 -39.74% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Added to 5,359 10 0.0% 0.0% 123 +2,318 76.22% Q4 2025 Feb 03, 2026
Sterling Capital Management LLC History Reduced 5,225 10 0.0% 0.0% 122 -598 -10.27% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,300 10 0.0% 0.0% 124 -200 -3.64% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,744 9 0.0% 0.0% 126 +1,268 36.48% Q4 2025 Jan 26, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 4,394 9 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History New 4,000 8 0.0% 128 +4,000 New Q4 2025 Jan 29, 2026
Activest Wealth Management History No change 4,000 8 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 3,041 6 0.0% 0.0% 130 +341 12.63% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 2,848 6 0.0% 0.0% 129 +41 1.46% Q4 2025 Feb 05, 2026
Allworth Financial LP History New 2,381 4 0.0% 132 +2,381 New Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History No change 2,302 4 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 04, 2026
Blue Trust, Inc. History New 1,600 3 0.0% 134 +1,600 New Q4 2025 Jan 16, 2026
Quattro Advisors LLC History New 1,578 3 0.0% 136 +1,578 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,941 3 0.0% 0.0% 133 +571 41.68% Q4 2025 Feb 17, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,911 3 0.0% 0.0% 135 -24 -1.24% Q4 2025 Jan 27, 2026
Wilmington Savings Fund Society, FSB History No change 1,000 2 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History No change 1,440 2 0.0% 0.0% 138 0 0.0% Q4 2025 Jan 20, 2026
Leonteq Securities AG History No change 1,409 2 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History No change 1,295 2 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 18, 2026
Stone House Investment Management, LLC History No change 1,000 2 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 21, 2026
Twin Lakes Capital Management, LLC History No change 1,250 2 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 04, 2026
Strategic Advocates LLC History No change 1,077 2 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History No change 1,138 2 0.0% 0.0% 144 0 0.0% Q4 2025 Jan 23, 2026
FEDERATED HERMES, INC. History New 747 1 0.0% 147 +747 New Q4 2025 Feb 12, 2026
GAMMA Investing LLC History New 548 1 0.0% 154 +548 New Q4 2025 Jan 05, 2026
MassMutual Private Wealth & Trust, FSB History New 530 1 0.0% 148 +530 New Q4 2025 Jan 07, 2026
Optiver Holding B.V. History Reduced 522 1 0.0% 0.0% 153 -117 -18.31% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 727 1 0.0% 0.0% 151 -2 -0.27% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 932 1 0.0% 0.0% 145 0 0.0% Q4 2025 Jan 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 500 1 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 20, 2026
Daiwa Securities Group Inc. History No change 277 1 0.0% 0.0% 149 0 0.0% Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History No change 700 1 0.0% 0.0% 150 0 0.0% Q4 2025 Jan 14, 2026
Physician Wealth Advisors, Inc. History No change 649 1 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -295,257 -100.0% Q3 2025 Nov 14, 2025
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -79,286 -100.0% Q3 2025 Nov 13, 2025
Headlands Technologies LLC History Closed out 0 0 0.02% -76,575 -100.0% Q3 2025 Nov 12, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -72,840 -100.0% Q3 2025 Nov 13, 2025
SYMMETRY PEAK MANAGEMENT LLC History Closed out 0 0 0.04% -58,700 -100.0% Q3 2025 Nov 14, 2025
BAILARD, INC. History Closed out 0 0 0.0% -33,875 -100.0% Q3 2025 Oct 30, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.0% -27,642 -100.0% Q3 2025 Nov 14, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 0.0% -14,545 -100.0% Q3 2025 Nov 06, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -14,339 -100.0% Q3 2025 Oct 22, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -11,457 -100.0% Q3 2025 Nov 13, 2025
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -11,164 -100.0% Q3 2025 Nov 12, 2025
Koss-Olinger Consulting, LLC History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Oct 20, 2025
Arax Advisory Partners History Reduced 175 0 0.0% -6,354 -97.32% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -575 -100.0% Q3 2025 Nov 12, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.0% -475 -100.0% Q3 2025 Jan 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Closed out 0 0 0.0% -360 -100.0% Q3 2025 Nov 14, 2025
TD Waterhouse Canada Inc. History Reduced 200 0 0.0% -300 -60.0% Q4 2025 Jan 27, 2026
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 13, 2025
AMERIFLEX GROUP, INC. History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 12, 2025
Westside Investment Management, Inc. History Closed out 0 0 -200 -100.0% Q3 2025 Nov 04, 2025
Persistent Asset Partners Ltd History Added to 862 0 0.02% +169 24.39% Q4 2025 Feb 17, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 150 0 0.0% -150 -50.0% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History Reduced 35 0 -125 -78.13% Q4 2025 Jan 02, 2026
HANTZ FINANCIAL SERVICES, INC. History New 100 0 +100 New Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 400 0 0.0% -100 -20.0% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 100 0 +100 New Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History New 100 0 +100 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 29, 2025
Advisory Services Network, LLC History Closed out 0 0 -99 -100.0% Q3 2025 Nov 18, 2025
SHP Wealth Management History New 90 0 +90 New Q4 2025 Mar 04, 2026
CURIO WEALTH, LLC History New 77 0 +77 New Q4 2025 Feb 11, 2026
Morton Brown Family Wealth, LLC History Closed out 0 0 -65 -100.0% Q3 2025 Oct 21, 2025
EVOLUTION WEALTH MANAGEMENT INC. History New 50 0 +50 New Q4 2025 Feb 10, 2026
Hilton Head Capital Partners, LLC History New 27 0 +27 New Q4 2025 Feb 11, 2026
HM PAYSON & CO History Reduced 210 0 -25 -10.64% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Closed out 0 0 -25 -100.0% Q3 2025 Oct 09, 2025
EverSource Wealth Advisors, LLC History Reduced 426 0 0.0% -21 -4.7% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Closed out 0 0 -19 -100.0% Q3 2025 Nov 12, 2025
True Wealth Design, LLC History Added to 144 0 +15 11.63% Q4 2025 Jan 08, 2026
SageView Advisory Group, LLC History New 14 0 +14 New Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Reduced 46 0 -8 -14.81% Q4 2025 Feb 06, 2026
Quintet Private Bank (Europe) S.A. History New 6 0 +6 New Q4 2025 Jan 20, 2026
Covestor Ltd History Reduced 63 0 -1 -1.56% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 150 0 0 0.0% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History No change 25 0 0 0.0% Q4 2025 Feb 09, 2026
COMERICA BANK History No change 54 0 0 0.0% Q4 2025 Jan 29, 2026
MAI Capital Management History No change 22 0 0 0.0% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 311 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026
North Star Investment Management Corp. History No change 38 0 0 0.0% Q4 2025 Jan 30, 2026
Plante Moran Financial Advisors, LLC History No change 100 0 0 0.0% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History No change 410 0 0.0% 0 0.0% Q4 2025 Feb 13, 2026
DT Investment Partners, LLC History No change 54 0 0 0.0% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History No change 30 0 0 0.0% Q4 2025 Feb 12, 2026
MCF Advisors LLC History No change 1 0 0 0.0% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History No change 90 0 0 0.0% Q4 2025 Feb 20, 2026
Parallel Advisors, LLC History No change 60 0 0 0.0% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History No change 150 0 0 0.0% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History No change 244 0 0 0.0% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 100 0 0 0.0% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History No change 61 0 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 75 0 0 0.0% Q4 2025 Feb 09, 2026
Center for Financial Planning, Inc. History No change 50 0 0 0.0% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History No change 15 0 0 0.0% Q4 2025 Jan 13, 2026
Fortitude Family Office, LLC History No change 325 0 0.0% 0 0.0% Q4 2025 Jan 15, 2026
Nemes Rush Group LLC History No change 50 0 0 0.0% Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History No change 6 0 0 0.0% Q4 2025 Jan 28, 2026
Gen-Wealth Partners Inc History No change 53 0 0 0.0% Q4 2025 Feb 13, 2026
RAELIPSKIE PARTNERSHIP History No change 200 0 0 0.0% Q4 2025 Feb 04, 2026
Rialto Wealth Management, LLC History No change 325 0 0.0% 0 0.0% Q4 2025 Jan 12, 2026