EMERA INC - EMA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
ROYAL BANK OF CANADA History New 20,218,451 995,558 0.16% 1 +20,218,451 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 17,955,123 884,856 0.31% 0.31% 2 +1,030,402 6.09% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 13,398,658 660,299 0.01% 0.01% 3 +295,645 2.26% Q4 2025 Jan 29, 2026
FIL Ltd History Reduced 12,839,047 632,715 0.47% 0.5% 4 -334,701 -2.54% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 11,811,452 582,186 0.94% 0.89% 5 +1,510,647 14.67% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Reduced 7,700,183 379,967 0.31% 0.3% 6 -18,080 -0.23% Q4 2025 Feb 10, 2026
ATLAS Infrastructure Partners (UK) Ltd. History Added to 5,875,152 289,292 14.51% 9.43% 7 +2,217,111 60.61% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 4,633,997 227,884 0.92% 0.92% 8 +82,811 1.82% Q4 2025 Feb 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,152,258 218,154 0.01% 0.01% 9 +312,226 8.13% Q4 2025 Feb 09, 2026
MACKENZIE FINANCIAL CORP History Reduced 4,361,400 214,637 0.25% 0.3% 10 -819,037 -15.81% Q4 2025 Feb 18, 2026
Legal & General Group Plc History Reduced 3,830,856 189,033 0.04% 0.04% 11 -134,428 -3.39% Q4 2025 Feb 09, 2026
Clearbridge Investments, LLC History Reduced 3,788,810 186,561 0.15% 0.25% 12 -3,078,026 -44.82% Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History Added to 3,403,856 167,737 0.25% 0.27% 13 +212,158 6.65% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Added to 3,376,067 166,237 0.02% 0.02% 14 +112,492 3.45% Q4 2025 Mar 25, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 3,350,649 164,780 0.15% 0.18% 15 -404,783 -10.78% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Added to 2,959,126 145,834 0.22% 0.21% 16 +79,732 2.77% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 2,870,357 141,455 0.09% 0.03% 17 +1,958,993 214.95% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 2,001,002 98,410 0.61% 0.61% 18 +43,209 2.21% Q4 2025 Jan 27, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,829,045 90,062 0.01% 0.01% 19 +232,263 14.55% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,590,285 78,371 0.21% 0.17% 20 +474,134 42.48% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 1,277,702 62,914 0.0% 0.0% 21 -107,189 -7.74% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Reduced 1,143,852 56,323 0.0% 0.0% 22 -3,919 -0.34% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,123,056 55,460 0.05% 23 +1,123,056 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,044,160 51,373 0.2% 0.2% 24 -1,413 -0.14% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 905,210 44,609 0.03% 0.05% 25 -642,986 -41.53% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 876,877 43,269 0.01% 0.01% 26 +2,133 0.24% Q4 2025 Feb 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 875,905 43,163 1.24% 1.67% 27 -276,200 -23.97% Q4 2025 Feb 02, 2026
Invesco Ltd. History Added to 841,795 41,449 0.01% 0.01% 28 +43,581 5.46% Q4 2025 Feb 19, 2026
CIBC Asset Management Inc History Reduced 827,888 40,822 0.1% 0.21% 29 -717,563 -46.43% Q4 2025 Feb 10, 2026
QV Investors Inc. History Reduced 799,381 39,446 3.23% 3.58% 30 -62,154 -7.21% Q4 2025 Jan 20, 2026
Swiss National Bank History Reduced 793,300 39,174 0.02% 0.02% 31 -64,000 -7.47% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 778,071 38,313 0.03% 0.03% 32 -63,647 -7.56% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 705,004 34,746 0.02% 0.02% 33 -152,784 -17.81% Q4 2025 Feb 17, 2026
Hillsdale Investment Management Inc. History Reduced 661,160 32,640 0.9% 1.04% 34 -55,643 -7.76% Q4 2025 Feb 10, 2026
Addenda Capital Inc. History Reduced 461,955 31,246 0.92% 0.95% 35 -16,793 -3.51% Q4 2025 Jan 22, 2026
Woodbridge CO LTD History No change 631,641 31,102 0.08% 0.06% 36 0 0.0% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 575,033 28,338 0.01% 0.01% 37 -69,840 -10.83% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 490,663 24,160 0.01% 0.01% 38 -59,478 -10.81% Q4 2025 Jan 22, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 457,692 22,560 0.63% 0.66% 39 -37,493 -7.57% Q4 2025 Feb 13, 2026
SIG North Trading, ULC History Reduced 393,400 19,371 0.35% 0.56% 40 -202,400 -33.97% Q4 2025 Feb 17, 2026
Northwest & Ethical Investments L.P. History Reduced 354,955 17,493 0.39% 0.45% 41 -42,060 -10.59% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 343,077 16,907 0.06% 0.02% 42 +253,226 281.83% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 326,186 16,061 0.01% 0.01% 43 +13,804 4.42% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 320,862 15,799 0.0% 0.0% 44 +3,465 1.09% Q4 2025 Feb 10, 2026
Cardinal Capital Management, Inc. History Reduced 217,825 14,733 0.33% 0.3% 45 -945 -0.43% Q4 2025 Jan 22, 2026
Beutel, Goodman & Co Ltd. History Reduced 288,413 14,231 0.09% 0.08% 46 -3,850 -1.32% Q4 2025 Feb 13, 2026
Harvest Portfolios Group Inc. History Added to 275,859 13,594 0.24% 0.24% 47 +7,014 2.61% Q4 2025 Feb 06, 2026
Aviso Financial Inc. History Added to 267,795 13,197 0.5% 0.51% 48 +7,340 2.82% Q4 2025 Feb 13, 2026
Purpose Unlimited Inc. History New 264,474 13,033 0.6% 49 +264,474 New Q4 2025 Mar 20, 2026
AMERICAN CENTURY COMPANIES INC History Added to 249,521 12,296 0.01% 0.01% 50 +31,802 14.61% Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 249,000 12,286 0.08% 51 +249,000 New Q4 2025 Feb 05, 2026
BARCLAYS PLC History Added to 242,709 11,950 0.0% 0.0% 52 +119,443 96.9% Q4 2025 Feb 13, 2026
Alberta Investment Management Corp History Added to 241,800 11,916 0.07% 0.06% 53 +68,700 39.69% Q4 2025 Feb 19, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 233,705 11,517 0.02% 0.02% 54 -3,843 -1.62% Q4 2025 Feb 17, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 166,397 11,255 0.1% 0.1% 55 -4,634 -2.71% Q4 2025 Feb 13, 2026
Amundi History Added to 220,737 10,869 0.0% 0.0% 56 +51,976 30.8% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 215,935 10,632 0.0% 0.0% 57 +2,562 1.2% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 209,381 10,331 0.0% 0.0% 58 +1,616 0.78% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Added to 198,224 9,992 0.04% 0.0% 59 +186,642 1611.48% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 196,135 9,678 0.0% 0.0% 60 -32,142 -14.08% Q4 2025 Feb 13, 2026
Guardian Partners Inc. History Added to 187,522 9,391 0.75% 0.72% 61 +10,125 5.71% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 174,324 8,688 0.03% 0.03% 62 +25 0.01% Q4 2025 Feb 18, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 157,432 7,758 0.04% 0.05% 63 -14,792 -8.59% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 157,151 7,738 0.0% 0.01% 64 -1,085,527 -87.35% Q4 2025 Jan 29, 2026
Pictet Asset Management Holding SA History Added to 150,794 7,440 0.01% 0.01% 65 +14,623 10.74% Q4 2025 Jan 29, 2026
Neuberger Berman Group LLC History Added to 150,306 7,416 0.01% 0.0% 66 +7,228 5.05% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History New 136,488 6,726 0.0% 67 +136,488 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 131,852 6,506 0.01% 0.01% 68 +24,241 22.53% Q4 2025 Feb 17, 2026
APG Asset Management N.V. History Reduced 151,019 6,345 0.02% 0.02% 69 -31,629 -17.32% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 122,407 6,040 0.01% 70 +122,407 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 118,320 5,826 0.0% 0.0% 71 +64,374 119.33% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 115,713 5,703 0.0% 0.0% 72 +7,078 6.52% Q4 2025 Feb 13, 2026
FORSTA AP-FONDEN History New 113,400 5,595 0.03% 73 +113,400 New Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 113,520 5,594 0.01% 0.01% 74 +48,504 74.6% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (Switzerland) SA History New 92,800 4,573 0.19% 75 +92,800 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 92,495 4,554 0.01% 76 +92,495 New Q4 2025 Feb 17, 2026
Heronetta Management, L.P. History No change 66,500 4,498 2.6% 2.43% 77 0 0.0% Q4 2025 Feb 04, 2026
CANADA LIFE ASSURANCE Co History Reduced 90,585 4,463 0.01% 0.01% 78 -14,142 -13.5% Q4 2025 Feb 13, 2026
Korea Investment CORP History Reduced 80,416 3,968 0.01% 0.01% 79 -300 -0.37% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 78,847 3,890 0.01% 0.01% 80 -3,220 -3.92% Q4 2025 Jan 27, 2026
CITADEL ADVISORS LLC History Added to 73,655 3,626 0.0% 0.0% 81 +12,660 20.76% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Added to 68,917 3,393 0.0% 0.0% 82 +2,483 3.74% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA TRUST CO History Reduced 67,373 3,317 0.29% 0.3% 83 -60 -0.09% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 65,115 3,207 0.0% 0.0% 84 +13,527 26.22% Q4 2025 Feb 17, 2026
Rathbones Group PLC History No change 58,700 2,896 0.01% 0.01% 85 0 0.0% Q4 2025 Feb 06, 2026
Tacita Capital Inc History No change 57,086 2,814 1.63% 1.66% 86 0 0.0% Q4 2025 Feb 11, 2026
Sky Investment Group LLC History Added to 54,525 2,684 0.44% 0.44% 87 +245 0.45% Q4 2025 Jan 14, 2026
Capital World Investors History Added to 46,681 2,300 0.0% 0.0% 88 +9,787 26.53% Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 41,888 2,064 0.01% 0.01% 89 -1,096 -2.55% Q4 2025 Feb 11, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 40,039 1,975 0.02% 0.02% 90 -3,056 -7.09% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 38,322 1,886 0.0% 0.0% 91 +8,500 28.5% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 36,786 1,815 0.0% 0.0% 92 -660 -1.76% Q4 2025 Feb 17, 2026
Investment Management Corp of Ontario History Added to 36,816 1,812 0.02% 0.01% 93 +25,790 233.9% Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 36,704 1,811 0.01% 0.02% 94 -344 -0.93% Q4 2025 Feb 11, 2026
Utah Retirement Systems History No change 33,441 1,650 0.02% 0.02% 95 0 0.0% Q4 2025 Feb 17, 2026
Fiera Capital Corp History Reduced 32,610 1,607 0.01% 0.01% 96 -10,801 -24.88% Q4 2025 Feb 11, 2026
NATIXIS History Added to 32,618 1,606 0.01% 0.01% 97 +6,515 24.96% Q4 2025 Feb 13, 2026
USS Investment Management Ltd History No change 30,928 1,524 0.01% 0.01% 98 0 0.0% Q4 2025 Feb 13, 2026
Versor Investments LP History Added to 30,736 1,514 0.24% 0.21% 99 +6,400 26.3% Q4 2025 Feb 04, 2026
Generali Asset Management SPA SGR History Added to 21,216 1,435 0.03% 0.03% 100 +2,684 14.48% Q4 2025 Feb 03, 2026
DekaBank Deutsche Girozentrale History No change 37,118 1,386 0.0% 0.0% 101 0 0.0% Q4 2025 Jan 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 25,108 1,236 0.0% 0.0% 102 +8,560 51.73% Q4 2025 Feb 10, 2026
FMR LLC History Reduced 24,443 1,204 0.0% 0.0% 103 -1,934 -7.33% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 24,213 1,194 0.0% 0.01% 104 -29,510 -54.93% Q4 2025 Feb 17, 2026
A. D. Beadell Investment Counsel, Inc. History No change 24,055 1,185 0.77% 0.79% 105 0 0.0% Q4 2025 Jan 14, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 21,895 1,080 0.08% 0.06% 106 -950 -4.16% Q4 2025 Jan 21, 2026
BFSG, LLC History No change 21,301 1,048 0.1% 0.1% 107 0 0.0% Q4 2025 Jan 22, 2026
JANUS HENDERSON GROUP PLC History No change 21,008 1,036 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History New 20,800 1,024 0.01% 109 +20,800 New Q4 2025 Feb 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 13,390 903 0.0% 0.0% 110 +3,746 38.84% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History New 16,211 798 0.0% 111 +16,211 New Q4 2025 Feb 17, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 15,800 778 0.1% 0.1% 112 0 0.0% Q4 2025 Feb 05, 2026
NATIXIS ADVISORS, LLC History Added to 13,917 685 0.0% 0.0% 113 +2,154 18.31% Q4 2025 Feb 10, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 13,738 676 0.0% 0.0% 114 +1,346 10.86% Q4 2025 Feb 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 12,928 636 0.15% 115 +12,928 New Q4 2025 Feb 13, 2026
Qtron Investments LLC History New 11,305 557 0.07% 117 +11,305 New Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History New 11,300 557 0.0% 116 +11,300 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 10,790 531 0.01% 0.05% 118 -7,761 -41.84% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History New 10,109 497 0.0% 119 +10,109 New Q4 2025 Feb 12, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 9,866 486 0.04% 0.04% 120 -200 -1.99% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Added to 9,244 455 0.0% 0.0% 121 +2,532 37.72% Q4 2025 Feb 18, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 8,485 418 0.01% 0.01% 122 0 0.0% Q4 2025 Feb 11, 2026
GUARDIAN CAPITAL LP History No change 8,260 407 0.01% 0.01% 123 0 0.0% Q4 2025 Feb 18, 2026
MARSHALL WACE, LLP History New 8,146 401 0.0% 124 +8,146 New Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 8,009 394 0.0% 0.0% 125 +9 0.11% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Added to 7,778 383 0.05% 0.04% 126 +1,864 31.52% Q4 2025 Jan 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 7,559 372 0.0% 0.0% 127 +945 14.29% Q4 2025 Feb 18, 2026
Venturi Wealth Management, LLC History New 7,234 356 0.02% 128 +7,234 New Q4 2025 Jan 22, 2026
VIRTUS ADVISERS, LLC History Added to 6,155 351 0.17% 0.16% 129 +1,155 23.1% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 7,073 349 0.0% 0.0% 130 -1,361 -16.14% Q4 2025 Feb 11, 2026
Metis Global Partners, LLC History Reduced 6,909 340 0.01% 0.01% 131 -2,549 -26.95% Q4 2025 Feb 11, 2026
UniSuper Management Pty Ltd History No change 5,000 338 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 12, 2026
K.J. Harrison & Partners Inc History Added to 6,718 331 0.04% 0.05% 133 +31 0.46% Q4 2025 Feb 03, 2026
LOUISBOURG INVESTMENTS INC. History No change 6,400 315 0.06% 0.07% 134 0 0.0% Q4 2025 Jan 16, 2026
SYON CAPITAL LLC History Reduced 6,353 313 0.02% 0.02% 135 -16 -0.25% Q4 2025 Feb 11, 2026
Engineers Gate Manager LP History Reduced 6,119 301 0.0% 0.0% 136 -101 -1.62% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History No change 5,883 289 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 03, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 5,725 285 0.12% 0.12% 138 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 5,440 267 0.0% 0.0% 139 +4,056 293.06% Q4 2025 Feb 12, 2026
AVIVA PLC History No change 5,088 250 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 5,005 247 0.04% 0.04% 141 -397 -7.35% Q4 2025 Jan 20, 2026
One Capital Management, LLC History New 4,955 244 0.01% 142 +4,955 New Q4 2025 Feb 10, 2026
TOWER BRIDGE ADVISORS History No change 4,771 234 0.02% 0.02% 143 0 0.0% Q4 2025 Feb 13, 2026
American Trust Investment Advisors, LLC History No change 4,685 230 0.12% 0.12% 144 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Wealth History New 4,688 226 0.0% 145 +4,688 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 4,556 224 0.0% 0.0% 146 +156 3.55% Q4 2025 Feb 17, 2026
Baskin Financial Services Inc. History No change 4,500 222 0.02% 0.02% 147 0 0.0% Q4 2025 Jan 27, 2026
AMERIPRISE FINANCIAL INC History New 2,961 200 0.0% 148 +2,961 New Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 2,768 136 0.0% 149 +2,768 New Q4 2025 Feb 17, 2026
TOMPKINS FINANCIAL CORP History No change 2,500 123 0.01% 0.01% 150 0 0.0% Q4 2025 Jan 08, 2026
Advisors Asset Management, Inc. History New 1,993 98 0.0% 151 +1,993 New Q4 2025 Feb 12, 2026
McIlrath & Eck, LLC History Reduced 1,567 77 0.01% 0.01% 152 -406 -20.58% Q4 2025 Feb 03, 2026
LOM Asset Management Ltd History New 1,030 69 0.02% 153 +1,030 New Q4 2025 Jan 23, 2026
JCIC Asset Management Inc. History Reduced 1,385 68 0.02% 0.02% 154 -50 -3.48% Q4 2025 Jan 22, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 1,328 65 0.0% 0.0% 155 -10,000 -88.28% Q4 2025 Feb 17, 2026
Pacifica Partners Inc. History No change 1,035 50 0.02% 0.02% 156 0 0.0% Q4 2025 Jan 09, 2026
Westerkirk Capital Inc. History Reduced 900 44 0.0% 0.07% 157 -11,600 -92.8% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 708 34 0.0% 0.0% 158 +660 1375.0% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 646 31 0.0% 159 +646 New Q4 2025 Feb 13, 2026
Gold Investment Management Ltd. History No change 575 28 0.01% 0.01% 160 0 0.0% Q4 2025 Jan 28, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 500 24 0.01% 0.01% 161 0 0.0% Q4 2025 Feb 13, 2026
Bangor Savings Bank History New 300 14 0.0% 162 +300 New Q4 2025 Jan 16, 2026
Coston, McIsaac & Partners History No change 300 14 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Reduced 270 13 0.0% 0.0% 164 -93 -25.62% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History No change 220 10 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 200 9 0.0% 0.0% 166 0 0.0% Q4 2025 Feb 06, 2026
Aquatic Capital Management LLC History New 169 8 0.0% 167 +169 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 144 7 0.0% 168 +144 New Q4 2025 Feb 13, 2026
HM PAYSON & CO History No change 134 6 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History Added to 96 4 0.0% 0.0% 170 +22 29.73% Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 81 3 0.0% 0.0% 171 +7 9.46% Q4 2025 Jan 23, 2026
JFS WEALTH ADVISORS, LLC History New 36 1 0.0% 173 +36 New Q4 2025 Jan 14, 2026
BROWN BROTHERS HARRIMAN & CO History New 35 1 0.0% 172 +35 New Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.01% -232,129 -100.0% Q3 2025 Nov 13, 2025
Cardinal Point Capital Management ULC History Closed out 0 0 0.71% -213,007 -100.0% Q3 2025 Nov 06, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -101,347 -100.0% Q3 2025 Nov 04, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -66,881 -100.0% Q3 2025 Nov 14, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.03% -29,072 -100.0% Q3 2025 Oct 31, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.01% -25,495 -100.0% Q3 2025 Nov 10, 2025
Fullerton Fund Management Co Ltd. History Closed out 0 0 0.02% -12,900 -100.0% Q3 2025 Nov 14, 2025
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -9,869 -100.0% Q3 2025 Nov 12, 2025
denkapparat Operations GmbH History Closed out 0 0 0.25% -8,300 -100.0% Q3 2025 Nov 07, 2025
111 Capital History Closed out 0 0 0.07% -7,943 -100.0% Q3 2025 Nov 12, 2025
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Closed out 0 0 0.19% -7,322 -100.0% Q3 2025 Nov 10, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -6,869 -100.0% Q3 2025 Nov 14, 2025
OSSIAM History Closed out 0 0 0.0% -6,698 -100.0% Q3 2025 Nov 14, 2025
State of Wyoming History Closed out 0 0 0.03% -5,231 -100.0% Q3 2025 Nov 04, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -4,457 -100.0% Q3 2025 Oct 31, 2025
DAVIS-REA LTD. History Closed out 0 0 0.05% -4,277 -100.0% Q3 2025 Oct 28, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -1,739 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -27 -100.0% Q3 2025 Nov 12, 2025
Root Financial Partners, LLC History New 11 0 +11 New Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 10 0 +10 New Q4 2025 Feb 06, 2026
MV CAPITAL MANAGEMENT, INC. History New 4 0 +4 New Q4 2025 Feb 23, 2026
Advisory Services Network, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 18, 2025
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026