Enhabit, Inc. - EHAB

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
8 KNOTS MANAGEMENT, LLC History Added to 5,084,714 46,881 5.4% 3.82% 1 +865,868 20.52% Q4 2025 Feb 13, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 4,747,746 43,774 0.56% 0.58% 2 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 4,002,787 36,905 0.0% 0.0% 3 +27,721 0.7% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 3,371,072 31,081 0.0% 0.0% 4 -21,997 -0.65% Q4 2025 Jan 29, 2026
AREX Capital Management, LP History Added to 2,493,872 22,993 65.35% 45.94% 5 +4,826 0.19% Q4 2025 Feb 17, 2026
JANA Partners Management, LP History Reduced 2,090,412 19,273 1.0% 0.83% 6 -46,733 -2.19% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,960,568 18,076 0.0% 0.0% 7 -1,172,421 -37.42% Q4 2025 Jan 29, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 1,902,539 17,541 0.41% 0.38% 8 -35,504 -1.83% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,671,091 15,407 0.0% 0.0% 9 -308,960 -15.6% Q4 2025 Feb 12, 2026
Paradice Investment Management LLC History Reduced 1,643,889 15,156 2.95% 3.12% 10 -93,075 -5.36% Q4 2025 Jan 28, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,187,434 10,950 0.0% 0.0% 11 +11,583 0.99% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 1,096,556 10,110 0.0% 0.0% 12 -14,281 -1.29% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,036,051 9,552 0.0% 0.0% 13 -240,656 -18.85% Q4 2025 Mar 25, 2026
D. E. Shaw & Co., Inc. History Reduced 941,297 8,678 0.0% 0.0% 14 -3,046 -0.32% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 866,539 7,989 0.0% 0.0% 15 +201,269 30.25% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 863,850 7,964 0.0% 0.0% 16 +8,597 1.01% Q4 2025 Feb 17, 2026
Hillsdale Investment Management Inc. History New 820,670 7,566 0.21% 17 +820,670 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 707,965 6,527 0.0% 0.0% 18 -44,637 -5.93% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 423,412 4,785 0.01% 0.01% 19 0 0.0% Q4 2025 Jan 28, 2026
BANK OF AMERICA CORP /DE/ History Reduced 514,106 4,740 0.0% 0.0% 20 -173,828 -25.27% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 487,408 4,493 0.0% 0.01% 21 -305,573 -38.53% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 449,618 4,145 0.0% 0.0% 22 +120,615 36.66% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 418,293 3,856 0.0% 0.0% 23 -26,077 -5.87% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 406,808 3,750 0.0% 0.0% 24 -27,614 -6.36% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 406,686 3,749 0.08% 0.07% 25 -19,427 -4.56% Q4 2025 Feb 17, 2026
West Tower Group, LLC History No change 375,142 3,458 7.79% 8.7% 26 0 0.0% Q4 2025 Feb 04, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 365,800 3,372 0.01% 0.0% 27 +9,500 2.67% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 355,570 3,278 0.01% 0.0% 28 +57,650 19.35% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 309,870 2,857 0.0% 0.0% 29 +18,047 6.18% Q4 2025 Feb 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 291,414 2,686 0.0% 0.0% 30 -274,451 -48.5% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 291,075 2,678 0.0% 0.0% 31 +149,756 105.97% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Added to 262,221 2,417 0.04% 0.02% 32 +26,287 11.14% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 250,621 2,310 0.0% 0.0% 33 +62,777 33.42% Q4 2025 Feb 10, 2026
Nuveen, LLC History No change 247,183 2,279 0.0% 0.0% 34 0 0.0% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History No change 240,415 2,216 0.03% 0.03% 35 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 238,205 2,196 0.0% 0.0% 36 +108,382 83.48% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 237,901 2,193 0.0% 0.0% 37 +2,378 1.01% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Reduced 231,665 2,135 0.01% 0.01% 38 -22,108 -8.71% Q4 2025 Feb 12, 2026
Persistent Asset Partners Ltd History Added to 227,806 2,100 0.94% 1.02% 39 +42,212 22.74% Q4 2025 Feb 17, 2026
Eversept Partners, LP History New 218,510 2,014 0.1% 40 +218,510 New Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 208,412 1,921 0.18% 0.18% 41 0 0.0% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Reduced 191,130 1,762 0.0% 0.0% 42 -149,015 -43.81% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 201,963 1,652 0.01% 0.01% 43 -30,044 -12.95% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Reduced 143,251 1,320 0.01% 0.01% 44 -765 -0.53% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History New 140,216 1,292 0.0% 45 +140,216 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 129,900 1,197 0.0% 0.0% 46 -51,228 -28.28% Q4 2025 Feb 19, 2026
Squarepoint Ops LLC History Reduced 125,776 1,159 0.0% 0.0% 47 -85,159 -40.37% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 119,329 1,100 0.0% 0.0% 48 -78,014 -39.53% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History New 104,350 962 0.02% 49 +104,350 New Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History No change 103,765 956 0.16% 0.14% 50 0 0.0% Q4 2025 Jan 30, 2026
TWO SIGMA ADVISERS, LP History Added to 93,400 861 0.0% 0.0% 51 +65,600 235.97% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 88,810 818 0.0% 0.0% 52 +9,191 11.54% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 86,498 797 0.0% 0.0% 53 -2,861 -3.2% Q4 2025 Jan 22, 2026
SEI INVESTMENTS CO History New 83,038 765 0.0% 54 +83,038 New Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 81,943 756 0.07% 0.11% 55 -80,101 -49.43% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 79,111 729 0.0% 0.0% 56 +5,398 7.32% Q4 2025 Feb 10, 2026
Trexquant Investment LP History New 75,518 696 0.01% 57 +75,518 New Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Added to 73,102 674 0.03% 0.04% 58 +7,664 11.71% Q4 2025 Feb 12, 2026
State of Wyoming History Reduced 65,402 603 0.07% 0.07% 59 -9,705 -12.92% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 65,306 602 0.0% 0.0% 60 -8,362 -11.35% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 62,793 578 0.03% 0.03% 61 +9,421 17.65% Q4 2025 Feb 09, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 61,086 563 0.0% 8.52% 62 -168,105 -73.35% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 59,034 544 0.0% 0.0% 63 +17,608 42.5% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 58,556 540 0.0% 0.0% 64 +3,390 6.15% Q4 2025 Feb 17, 2026
BAILARD, INC. History No change 55,200 508 0.01% 0.01% 65 0 0.0% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History Reduced 54,375 501 0.0% 0.0% 66 -2,022 -3.59% Q4 2025 Feb 13, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 50,000 461 0.03% 0.03% 67 0 0.0% Q4 2025 Feb 17, 2026
Legato Capital Management LLC History New 47,324 436 0.04% 68 +47,324 New Q4 2025 Feb 06, 2026
Integrated Quantitative Investments LLC History New 47,324 436 0.09% 69 +47,324 New Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 46,593 429 0.0% 0.0% 70 -5,397 -10.38% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 46,059 424 0.07% 0.04% 71 +17,912 63.64% Q4 2025 Feb 11, 2026
FMR LLC History Added to 45,422 418 0.0% 0.0% 72 +15,183 50.21% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 39,595 365 0.01% 0.0% 73 +36,175 1057.75% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 38,641 356 0.0% 0.0% 74 +8,593 28.6% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 37,735 349 0.0% 0.0% 75 +13,633 56.56% Q4 2025 Mar 20, 2026
FRANKLIN RESOURCES INC History Added to 35,095 323 0.0% 0.0% 76 +154 0.44% Q4 2025 Feb 11, 2026
GWN SECURITIES INC. History New 35,027 322 0.07% 77 +35,027 New Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 29,776 274 0.0% 0.0% 78 -7,926 -21.02% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 29,607 272 0.0% 0.0% 79 -77,387 -72.33% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 28,778 265 0.0% 0.0% 80 -516 -1.76% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 26,234 241 0.0% 0.0% 81 +4,551 20.99% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 25,474 234 0.0% 82 +25,474 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 25,076 231 0.0% 0.0% 83 +6,142 32.44% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 23,425 215 0.0% 0.0% 84 -104 -0.44% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 22,972 211 0.0% 0.0% 85 -272 -1.17% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 22,344 206 0.0% 0.0% 86 -570 -2.49% Q4 2025 Jan 26, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 21,872 201 0.0% 0.0% 87 +839 3.99% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History New 19,516 180 0.0% 88 +19,516 New Q4 2025 Jan 09, 2026
Verition Fund Management LLC History Reduced 18,552 171 0.0% 0.0% 89 -9,937 -34.88% Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History New 18,313 168 0.02% 91 +18,313 New Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 18,291 168 0.01% 0.01% 90 0 0.0% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 16,842 155 0.0% 0.0% 92 -198 -1.16% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 15,962 147 0.0% 0.0% 93 +100 0.63% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 15,781 145 0.0% 94 +15,781 New Q4 2025 Feb 17, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 15,759 145 0.01% 95 +15,759 New Q4 2025 Feb 17, 2026
Abel Hall, LLC History New 15,524 143 0.03% 96 +15,524 New Q4 2025 Feb 17, 2026
Hennion & Walsh Asset Management, Inc. History New 15,428 142 0.0% 97 +15,428 New Q4 2025 Jan 14, 2026
STRS OHIO History No change 15,300 141 0.0% 0.0% 98 0 0.0% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 15,069 138 0.0% 99 +15,069 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,994 138 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 13, 2026
LSV ASSET MANAGEMENT History New 14,874 137 0.0% 101 +14,874 New Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 14,942 137 0.0% 0.0% 103 +4,908 48.91% Q4 2025 Mar 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,608 137 0.0% 0.0% 102 -328 -2.2% Q4 2025 Jan 08, 2026
Brevan Howard Capital Management LP History New 14,707 135 0.0% 104 +14,707 New Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History Reduced 14,629 134 0.02% 0.14% 106 -95,210 -86.68% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History No change 14,468 134 0.0% 0.0% 105 0 0.0% Q4 2025 Feb 18, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 14,500 133 0.0% 107 +14,500 New Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 14,355 132 0.01% 0.01% 109 -1,700 -10.59% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,377 132 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 13,121 121 0.0% 0.0% 110 +335 2.62% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 12,381 114 0.0% 0.0% 111 +13 0.11% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 11,568 106 0.0% 0.0% 112 -279 -2.36% Q4 2025 Feb 18, 2026
ZACKS INVESTMENT MANAGEMENT History New 10,810 99 0.0% 113 +10,810 New Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 10,425 96 0.0% 0.0% 114 -45,110 -81.23% Q4 2025 Feb 12, 2026
Legal & General Group Plc History No change 9,309 85 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 8,347 76 0.0% 0.0% 116 +764 10.08% Q4 2025 Jan 15, 2026
SIMPLEX TRADING, LLC History Added to 8,115 74 0.0% 0.0% 117 +3,336 69.81% Q4 2025 Feb 11, 2026
Arax Advisory Partners History Reduced 6,103 56 0.0% 0.0% 118 -13,791 -69.32% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,337 49 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 4,023 37 0.0% 0.0% 120 -944 -19.01% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History No change 3,384 31 0.0% 0.0% 121 0 0.0% Q4 2025 Jan 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,053 28 0.0% 0.0% 122 -558 -15.45% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,883 26 0.0% 0.0% 123 -524 -15.38% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 2,658 24 0.0% 0.0% 124 +351 15.21% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 2,556 23 0.0% 0.0% 125 -52 -1.99% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 1,707 15 0.0% 0.0% 126 +52 3.14% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 1,557 14 0.0% 0.0% 127 -169 -9.79% Q4 2025 Feb 05, 2026
BESSEMER GROUP INC History No change 1,500 14 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 1,440 13 0.0% 0.0% 129 +939 187.43% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Reduced 1,169 10 0.0% 0.0% 130 -57 -4.65% Q4 2025 Feb 06, 2026
Covestor Ltd History Reduced 1,049 10 0.01% 0.0% 131 -13 -1.22% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 721 6 0.0% 132 +721 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 491 4 0.0% 0.0% 133 +181 58.39% Q4 2025 Mar 16, 2026
Allworth Financial LP History New 380 3 0.0% 135 +380 New Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Reduced 352 3 0.0% 0.0% 137 -8 -2.22% Q4 2025 Jan 08, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 274 3 0.0% 0.0% 134 -5 -1.79% Q4 2025 Jan 20, 2026
Optiver Holding B.V. History No change 374 3 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History New 255 2 0.0% 138 +255 New Q4 2025 Feb 12, 2026
COMERICA BANK History No change 315 2 0.0% 0.0% 139 0 0.0% Q4 2025 Jan 29, 2026
Strengthening Families & Communities, LLC History No change 256 2 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 03, 2026
Advisors Asset Management, Inc. History Added to 158 1 0.0% 0.0% 143 +3 1.94% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 115 1 0.0% 141 0 0.0% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 202 1 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 26, 2026
Phocas Financial Corp. History Closed out 0 0 0.34% -328,770 -100.0% Q3 2025 Nov 12, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.03% -222,609 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.04% -218,284 -100.0% Q3 2025 Oct 31, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -99,484 -100.0% Q3 2025 Nov 14, 2025
Man Group plc History Closed out 0 0 0.0% -82,180 -100.0% Q3 2025 Nov 14, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -66,777 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -49,315 -100.0% Q3 2025 Nov 14, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -31,541 -100.0% Q3 2025 Nov 13, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -27,917 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -21,177 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -1,168 -100.0% Q3 2025 Nov 14, 2025
HANTZ FINANCIAL SERVICES, INC. History Closed out 0 0 0.0% -420 -100.0% Q3 2025 Nov 05, 2025
Steward Partners Investment Advisory, LLC History Reduced 107 0 0.0% -240 -69.16% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -240 -100.0% Q3 2025 Nov 12, 2025
Clearstead Advisors, LLC History Reduced 8 0 0.0% -157 -95.15% Q4 2025 Feb 09, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 -111 -100.0% Q3 2025 Nov 19, 2025
GAMMA Investing LLC History Added to 84 0 +65 342.11% Q4 2025 Jan 05, 2026
Hurley Capital, LLC History New 50 0 +50 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History New 47 0 +47 New Q4 2025 Feb 06, 2026
Birchwood Financial Partners, Inc. History New 20 0 +20 New Q4 2025 Feb 19, 2026
Citizens National Bank Trust Department History Reduced 82 0 -18 -18.0% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Reduced 3 0 -15 -83.33% Q4 2025 Jan 16, 2026
US BANCORP \DE\ History Closed out 0 0 -11 -100.0% Q3 2025 Nov 12, 2025
Sunbelt Securities, Inc. History Added to 11 0 +9 450.0% Q4 2025 Feb 20, 2026
Global Retirement Partners, LLC History New 9 0 +9 New Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 26 0 +6 30.0% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 12 0 -5 -29.41% Q4 2025 Feb 06, 2026
MAI Capital Management History New 3 0 +3 New Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Oct 29, 2025
SBI Securities Co., Ltd. History Closed out 0 0 -1 -100.0% Q3 2025 Nov 05, 2025
TRUST CO OF VERMONT History No change 13 0 0 0.0% Q4 2025 Jan 16, 2026
CIBC Private Wealth Group LLC History No change 5 0 0 0.0% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 55 0 0 0.0% Q4 2025 Jan 30, 2026
ASSETMARK, INC History No change 11 0 0 0.0% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History No change 1 0 0 0.0% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History No change 3 0 0 0.0% Q4 2025 Jan 08, 2026
Newbridge Financial Services Group, Inc. History No change 100 0 0 0.0% Q4 2025 Jan 21, 2026
New England Capital Financial Advisors LLC History No change 53 0 0 0.0% Q4 2025 Feb 02, 2026
Quest 10 Wealth Builders, Inc. History No change 25 0 0 0.0% Q4 2025 Jan 29, 2026