ESTABLISHMENT LABS HOLDINGS INC. - ESTA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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
JW Asset Management, LLC History No change 3,061,694 173,842 71.39% 72.63% 1 0 0.0% Q1 2026 May 08, 2026
RTW INVESTMENTS, LP History Added to 2,655,695 150,790 1.5% 1.89% 2 +66,864 2.58% Q1 2026 May 15, 2026
Tyro Capital Management LLC History Added to 2,401,309 136,346 14.81% 28.01% 3 +323,853 15.59% Q1 2026 May 14, 2026
BROWN ADVISORY INC History Reduced 1,526,872 86,695 0.14% 0.2% 4 -467,426 -23.44% Q1 2026 May 15, 2026
FINDELL CAPITAL MANAGEMENT LLC History Reduced 997,747 56,652 16.59% 23.69% 5 -132,713 -11.74% Q1 2026 May 15, 2026
BAMCO INC /NY/ History Added to 964,167 54,745 0.17% 0.19% 6 +2,941 0.31% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 935,800 53,134 0.01% 0.01% 7 -176,000 -15.83% Q1 2026 May 15, 2026
Nantahala Capital Management, LLC History Reduced 832,956 47,295 1.74% 2.38% 8 -154,733 -15.67% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 795,000 45,140 0.01% 0.01% 9 +187,425 30.85% Q1 2026 May 12, 2026
Mudita Advisors LLP History Added to 764,563 43,411 8.86% 11.02% 10 +64,860 9.27% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Added to 732,187 41,573 0.01% 0.0% 11 +301,600 70.04% Q1 2026 May 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 688,927 39,117 0.13% 0.13% 12 +49,137 7.68% Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Reduced 632,280 35,900 0.0% 0.01% 13 -179,256 -22.09% Q1 2026 May 15, 2026
Caption Management, LLC History Added to 605,800 34,397 0.2% 0.3% 14 +2,800 0.46% Q1 2026 May 15, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 548,674 31,153 1.73% 2.61% 15 -102,885 -15.79% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History No change 540,024 30,662 0.04% 0.06% 16 0 0.0% Q1 2026 May 15, 2026
BRAIDWELL LP History New 463,600 26,323 0.88% 17 +463,600 New Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 431,485 24,499 0.02% 0.03% 18 +139,210 47.63% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 427,472 24,271 0.24% 0.26% 19 +68,931 19.23% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 416,840 23,668 0.0% 0.0% 20 +150,797 56.68% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 407,781 23,153 0.01% 0.02% 21 -80,259 -16.45% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 406,337 23,071 0.0% 0.0% 22 +27,889 7.37% Q1 2026 May 15, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Added to 392,805 22,303 0.6% 0.59% 23 +955 0.24% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 380,298 21,593 0.01% 0.0% 24 +299,290 369.46% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 382,599 20,924 0.0% 0.0% 25 +235,160 159.5% Q1 2026 May 13, 2026
Woodson Capital Management, LP History Reduced 350,000 19,873 3.12% 3.79% 26 -25,000 -6.67% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 322,675 18,321 0.0% 0.01% 27 -29,399 -8.35% Q1 2026 Apr 30, 2026
Tejara Capital Ltd History Added to 308,623 17,523 5.78% 2.15% 28 +183,329 146.32% Q1 2026 May 12, 2026
First Light Asset Management, LLC History Reduced 307,738 17,473 1.57% 2.08% 29 -65,344 -17.51% Q1 2026 May 15, 2026
GILDER GAGNON HOWE & CO LLC History Added to 268,533 15,247 0.18% 0.13% 30 +97,776 57.26% Q1 2026 May 15, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History Added to 264,442 15,015 2.34% 1.9% 31 +65,304 32.79% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 201,800 14,707 0.03% 0.03% 32 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 239,214 13,582 0.0% 0.0% 33 +96,661 67.81% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 231,980 13,171 0.17% 0.33% 34 -67,311 -22.49% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 231,428 13,140 0.01% 0.01% 35 +33,054 16.66% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History New 228,565 12,977 0.01% 36 +228,565 New Q1 2026 May 15, 2026
ADAR1 Capital Management, LLC History Added to 213,473 12,120 0.71% 0.92% 37 +42,051 24.53% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 215,634 11,812 0.0% 0.0% 38 +6,045 2.88% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 206,756 11,739 0.01% 0.01% 39 +10,636 5.42% Q1 2026 May 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 171,430 9,733 0.02% 0.02% 40 -4,917 -2.79% Q1 2026 May 15, 2026
UBS Group AG History Added to 147,657 8,383 0.0% 0.0% 41 +106,268 256.75% Q1 2026 May 05, 2026
IMC-Chicago, LLC History Reduced 143,700 8,159 0.0% 0.01% 42 -83,000 -36.61% Q1 2026 May 05, 2026
Granite Investment Partners, LLC History Reduced 143,549 8,150 0.5% 0.65% 43 -7,946 -5.25% Q1 2026 Apr 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 138,520 7,865 0.02% 0.02% 44 -13,003 -8.58% Q1 2026 May 15, 2026
Trexquant Investment LP History Added to 135,867 7,714 0.06% 0.08% 45 +15,931 13.28% Q1 2026 May 15, 2026
CenterBook Partners LP History Added to 134,973 7,663 0.41% 0.2% 46 +79,357 142.69% Q1 2026 May 05, 2026
Pier Capital, LLC History Reduced 133,567 7,583 1.25% 1.67% 47 -10,275 -7.14% Q1 2026 May 14, 2026
Voleon Capital Management LP History Added to 128,644 7,304 0.16% 0.19% 48 +7,212 5.94% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 127,523 7,240 0.0% 0.0% 49 +5,987 4.93% Q1 2026 May 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 116,646 6,623 0.14% 0.18% 50 -2,274 -1.91% Q1 2026 Apr 30, 2026
BARCLAYS PLC History Added to 108,867 6,181 0.0% 0.0% 51 +51,456 89.63% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Added to 108,802 6,177 0.02% 0.02% 52 +3,790 3.61% Q1 2026 May 14, 2026
Union Square Park Capital Management, LLC History Added to 105,000 5,961 3.39% 3.15% 53 +15,000 16.67% Q1 2026 May 15, 2026
Redmile Group, LLC History Reduced 103,464 5,874 0.39% 0.6% 54 -9,200 -8.17% Q1 2026 May 15, 2026
Capital Research Global Investors History Reduced 102,895 5,842 0.0% 0.01% 55 -704,931 -87.26% Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Reduced 101,531 5,764 0.0% 0.0% 56 -92,849 -47.77% Q1 2026 May 06, 2026
Affinity Asset Advisors, LLC History Reduced 100,000 5,678 0.29% 0.83% 57 -100,000 -50.0% Q1 2026 May 14, 2026
Buckley Capital Advisors, LLC History Reduced 94,000 5,337 3.84% 9.64% 58 -94,000 -50.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 88,076 5,000 0.07% 0.05% 59 +31,946 56.91% Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 68,061 4,960 0.0% 0.0% 60 0 0.0% Q4 2025 Jan 29, 2026
Hood River Capital Management LLC History Added to 87,179 4,950 0.05% 0.05% 61 +28,870 49.51% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 81,884 4,649 0.0% 0.0% 62 -7,514 -8.41% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Reduced 79,027 4,487 0.04% 0.07% 63 -46,725 -37.16% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 68,488 3,888 0.03% 0.0% 64 +53,475 356.19% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 59,535 3,380 0.0% 65 +59,535 New Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History Added to 58,057 3,296 0.23% 0.27% 66 +3,063 5.57% Q1 2026 May 12, 2026
Stonepine Capital Management, LLC History New 56,000 3,179 1.27% 67 +56,000 New Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 55,800 3,168 0.0% 68 +55,800 New Q1 2026 May 14, 2026
Simplify Asset Management Inc. History Reduced 53,009 3,009 0.05% 0.09% 69 -19,885 -27.28% Q1 2026 Apr 27, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 52,276 2,968 0.0% 70 +52,276 New Q1 2026 May 08, 2026
XTX Topco Ltd History New 51,355 2,915 0.05% 71 +51,355 New Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 51,305 2,913 0.0% 0.01% 72 -64,571 -55.72% Q1 2026 Apr 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 48,415 2,749 0.0% 0.0% 73 +89 0.18% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Reduced 47,260 2,683 0.0% 0.0% 74 -4,046 -7.89% Q1 2026 May 13, 2026
STATE STREET CORP History Reduced 45,130 2,562 0.0% 0.0% 75 -3,474 -7.15% Q1 2026 May 15, 2026
PURA VIDA INVESTMENTS, LLC History No change 45,000 2,555 17.17% 12.26% 76 0 0.0% Q1 2026 May 12, 2026
SummitTX Capital, L.P. History Added to 44,923 2,550 0.08% 0.08% 77 +10,356 29.96% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 43,726 2,482 0.02% 78 +43,726 New Q1 2026 May 15, 2026
NorthRock Partners, LLC History Reduced 38,931 2,210 0.04% 0.05% 79 -1,999 -4.88% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 37,928 2,154 0.0% 0.0% 80 +21,742 134.33% Q1 2026 Apr 16, 2026
Swiss National Bank History No change 34,200 1,941 0.0% 0.0% 81 0 0.0% Q1 2026 May 07, 2026
Sofinnova Investments, Inc. History Added to 33,930 1,926 0.07% 0.09% 82 +5,564 19.62% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 33,143 1,881 0.0% 0.0% 83 +18,528 126.77% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 31,131 1,767 0.0% 0.0% 84 +5,381 20.9% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 29,267 1,661 0.02% 0.02% 85 +11,399 63.8% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 28,625 1,625 0.09% 86 +28,625 New Q1 2026 May 15, 2026
Guided Capital Wealth Management, LLC History Reduced 28,367 1,610 1.06% 2.32% 87 -17,123 -37.64% Q1 2026 Apr 30, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 27,998 1,587 0.0% 0.0% 88 -72 -0.26% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 25,288 1,435 0.0% 0.0% 89 0 0.0% Q1 2026 May 06, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 24,324 1,381 0.01% 0.01% 90 +6,849 39.19% Q1 2026 May 14, 2026
STABLEFORD CAPITAL II LLC History Reduced 22,359 1,269 0.47% 0.61% 91 -665 -2.89% Q1 2026 Apr 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 22,120 1,255 0.0% 0.0% 92 +6,579 42.33% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 21,715 1,232 0.0% 0.0% 93 +2,331 12.03% Q1 2026 May 06, 2026
SIT INVESTMENT ASSOCIATES INC History No change 21,600 1,226 0.02% 0.03% 94 0 0.0% Q1 2026 May 13, 2026
Walleye Trading LLC History Reduced 20,800 1,181 0.0% 0.0% 95 -11,645 -35.89% Q1 2026 May 08, 2026
Sigma Planning Corp History Added to 20,424 1,159 0.03% 0.01% 96 +15,624 325.5% Q1 2026 May 04, 2026
BigSur Wealth Management LLC History No change 19,982 1,134 0.32% 0.35% 97 0 0.0% Q1 2026 Apr 22, 2026
Roehl & Yi Investment Advisors, LLC History No change 17,147 973 0.37% 0.5% 98 0 0.0% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History Added to 16,205 920 0.0% 0.0% 99 +5,805 55.82% Q1 2026 May 13, 2026
AlTi Global, Inc. History New 14,825 841 0.02% 100 +14,825 New Q1 2026 May 07, 2026
CAPITAL FUND MANAGEMENT S.A. History New 13,701 777 0.0% 101 +13,701 New Q1 2026 May 14, 2026
Exome Asset Management LLC History No change 13,100 743 0.38% 0.46% 102 0 0.0% Q1 2026 May 15, 2026
Cannon Global Investment Management, LLC History New 13,000 738 1.44% 103 +13,000 New Q1 2026 Apr 21, 2026
HCR Wealth Advisors History New 12,639 717 0.07% 104 +12,639 New Q1 2026 Apr 21, 2026
Legal & General Group Plc History Reduced 12,409 704 0.0% 0.0% 105 -3,467 -21.84% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 12,146 689 0.0% 106 +12,146 New Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Added to 11,947 678 0.0% 0.0% 107 +3,504 41.5% Q1 2026 May 11, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 11,422 648 0.04% 0.06% 108 -35 -0.31% Q1 2026 May 12, 2026
FOX RUN MANAGEMENT, L.L.C. History New 11,575 633 0.11% 109 +11,575 New Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Added to 11,023 625 0.0% 0.0% 110 +877 8.64% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Added to 11,000 624 0.0% 0.0% 111 +5,300 92.98% Q1 2026 May 13, 2026
Marex Group plc History Added to 10,600 601 0.0% 0.0% 112 +3,000 39.47% Q1 2026 May 13, 2026
Catalyst Funds Management Pty Ltd History New 10,300 584 0.1% 113 +10,300 New Q1 2026 May 11, 2026
SIMPLEX TRADING, LLC History New 9,600 545 0.0% 114 +9,600 New Q1 2026 May 14, 2026
Portolan Capital Management, LLC History Reduced 9,573 543 0.03% 0.37% 115 -85,075 -89.89% Q1 2026 May 15, 2026
Dauntless Investment Group, LLC History Reduced 9,428 535 0.35% 0.72% 116 -3,067 -24.55% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 9,224 523 0.0% 0.0% 117 +4,057 78.52% Q1 2026 May 05, 2026
Handelsbanken Fonder AB History No change 8,800 500 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 28, 2026
JANUS HENDERSON GROUP PLC History No change 8,376 475 0.0% 0.0% 119 0 0.0% Q1 2026 May 18, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 8,156 463 0.0% 0.01% 120 -38,789 -82.63% Q1 2026 May 15, 2026
Diametric Capital, LP History Reduced 7,885 447 0.12% 0.39% 121 -12,088 -60.52% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 7,716 438 0.0% 0.0% 122 -6,203 -44.56% Q1 2026 May 11, 2026
Jefferies Financial Group Inc. History New 7,500 425 0.0% 123 +7,500 New Q1 2026 May 07, 2026
Centiva Capital, LP History New 7,288 413 0.0% 124 +7,288 New Q1 2026 May 14, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 7,075 401 0.07% 0.06% 125 +3,118 78.8% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Reduced 6,736 382 0.02% 0.1% 126 -9,181 -57.68% Q1 2026 May 08, 2026
Legato Capital Management LLC History Reduced 6,363 361 0.03% 0.05% 127 -2,146 -25.22% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 6,215 352 0.0% 0.0% 128 +2,484 66.58% Q1 2026 May 04, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 5,864 332 0.01% 0.06% 129 -30,178 -83.73% Q1 2026 Apr 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 5,601 318 0.0% 130 +5,601 New Q1 2026 May 15, 2026
SkyView Investment Advisors, LLC History Reduced 5,500 312 0.04% 0.09% 131 -4,500 -45.0% Q1 2026 May 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 5,450 309 0.02% 0.04% 132 +925 20.44% Q1 2026 Apr 22, 2026
Private Advisor Group, LLC History Reduced 4,950 281 0.0% 0.0% 133 -300 -5.71% Q1 2026 Apr 24, 2026
Arizona State Retirement System History Reduced 4,789 271 0.0% 0.0% 134 -193 -3.87% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 4,663 264 0.0% 135 +4,663 New Q1 2026 May 08, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Added to 4,598 261 0.18% 0.22% 136 +424 10.16% Q1 2026 Apr 20, 2026
OMERS ADMINISTRATION Corp History New 4,200 238 0.0% 137 +4,200 New Q1 2026 May 15, 2026
Jain Global LLC History New 4,137 234 0.0% 138 +4,137 New Q1 2026 May 15, 2026
Quantbot Technologies LP History Reduced 3,915 222 0.01% 0.08% 139 -30,060 -88.48% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 2,976 216 0.0% 0.0% 140 0 0.0% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 3,800 215 0.0% 0.0% 141 +300 8.57% Q1 2026 Apr 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 3,687 209 0.0% 142 +3,687 New Q1 2026 Apr 27, 2026
ACADIAN ASSET MANAGEMENT LLC History New 3,406 192 0.0% 143 +3,406 New Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 3,173 180 0.0% 0.0% 144 +427 15.55% Q1 2026 May 15, 2026
Twin Lakes Capital Management, LLC History No change 2,931 166 0.08% 0.09% 145 0 0.0% Q1 2026 May 18, 2026
NBC SECURITIES, INC. History Reduced 2,553 144 0.01% 0.02% 146 -1,179 -31.59% Q1 2026 Apr 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 2,000 113 0.01% 0.01% 147 0 0.0% Q1 2026 Apr 30, 2026
CWM, LLC History Reduced 1,947 110 0.0% 0.0% 148 -67 -3.33% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Added to 1,588 90 0.02% 0.0% 149 +1,524 2381.25% Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History No change 1,374 78 0.0% 0.0% 150 0 0.0% Q1 2026 May 13, 2026
State of Wyoming History Reduced 1,279 72 0.01% 0.01% 151 -396 -23.64% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History New 1,212 66 0.0% 153 +1,212 New Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 1,168 66 0.0% 0.0% 152 -394 -25.22% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Reduced 1,073 60 0.0% 0.0% 154 -232 -17.78% Q1 2026 May 15, 2026
Larson Financial Group LLC History New 769 43 0.0% 155 +769 New Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Reduced 750 42 0.0% 0.0% 156 -250 -25.0% Q1 2026 May 08, 2026
KBC Group NV History New 487 28 0.0% 157 +487 New Q1 2026 May 07, 2026
BESSEMER GROUP INC History Added to 463 26 0.0% 0.0% 158 +24 5.47% Q1 2026 May 06, 2026
GPS Wealth Strategies Group, LLC History No change 370 26 0.02% 0.02% 159 0 0.0% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 459 25 0.0% 0.0% 160 -225 -32.89% Q1 2026 May 15, 2026
US BANCORP \DE\ History No change 357 20 0.0% 0.0% 161 0 0.0% Q1 2026 May 14, 2026
Private Wealth Asset Management, LLC History No change 125 7 0.0% 0.0% 162 0 0.0% Q1 2026 May 06, 2026
OSAIC HOLDINGS, INC. History Reduced 97 5 0.0% 0.0% 163 -112 -53.59% Q1 2026 May 15, 2026
Richardson Capital Management LLC History New 100 5 0.0% 165 +100 New Q1 2026 May 12, 2026
Parallel Advisors, LLC History Added to 91 5 0.0% 0.0% 164 +6 7.06% Q1 2026 May 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 80 4 0.0% 0.0% 166 +30 60.0% Q1 2026 May 15, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 85 4 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 15, 2026
SIGNATUREFD, LLC History No change 71 4 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 07, 2026
Smartleaf Asset Management LLC History No change 76 4 0.0% 0.0% 169 0 0.0% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 64 3 0.0% 172 +64 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 56 3 0.0% 0.0% 171 +4 7.69% Q1 2026 Apr 07, 2026
Clearstead Advisors, LLC History No change 70 3 0.0% 0.0% 170 0 0.0% Q1 2026 May 06, 2026
Allworth Financial LP History Added to 37 2 0.0% 0.0% 173 +13 54.17% Q1 2026 May 14, 2026
Rachor Investment Advisory Services, LLC History Added to 42 2 0.0% 0.0% 176 +9 27.27% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 49 2 0.0% 0.0% 175 +3 6.52% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History No change 37 2 0.0% 0.0% 174 0 0.0% Q1 2026 May 08, 2026
FMR LLC History No change 21 1 0.0% 0.0% 177 0 0.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.02% -249,762 -100.0% Q1 2026 May 15, 2026
Science & Technology Partners, L.P. History Closed out 0 0 3.91% -193,071 -100.0% Q1 2026 May 15, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History Closed out 0 0 0.61% -155,275 -100.0% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -67,126 -100.0% Q1 2026 May 04, 2026
4D Advisors, LLC History Closed out 0 0 2.2% -55,000 -100.0% Q1 2026 May 15, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.09% -15,834 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -8,957 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -6,717 -100.0% Q1 2026 May 15, 2026
ARS Investment Partners, LLC History Closed out 0 0 0.02% -5,250 -100.0% Q1 2026 Apr 16, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -4,788 -100.0% Q1 2026 May 14, 2026
Scientech Research LLC History Closed out 0 0 0.18% -4,031 -100.0% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -3,220 -100.0% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -3,015 -100.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Closed out 0 0 0.01% -3,011 -100.0% Q1 2026 Apr 29, 2026
FARALLON CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -3,000 -100.0% Q1 2026 May 15, 2026
Colter Lewis Investment Partners LLC History Closed out 0 0 0.25% -3,000 -100.0% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.02% -2,937 -100.0% Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History Closed out 0 0 0.01% -2,850 -100.0% Q1 2026 Apr 30, 2026
CHOREO, LLC History Closed out 0 0 0.0% -2,794 -100.0% Q1 2026 May 12, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -2,747 -100.0% Q1 2026 Apr 27, 2026
ANTIPODES PARTNERS Ltd History Closed out 0 0 0.0% -969 -100.0% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -650 -100.0% Q1 2026 Apr 30, 2026
CITY HOLDING CO History Closed out 0 0 0.0% -140 -100.0% Q1 2026 Apr 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2 0 0.0% -33 -94.29% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 16 0 +11 220.0% Q1 2026 May 08, 2026
MAI Capital Management History New 3 0 +3 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Closed out 0 0 -3 -100.0% Q1 2026 Apr 27, 2026
Rockefeller Capital Management L.P. History New 2 0 +2 New Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1 0 0 0.0% Q1 2026 May 07, 2026
Sunbelt Securities, Inc. History No change 15 0 0.0% 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 5 0 0 0.0% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History No change 4 0 0 0.0% Q1 2026 Apr 06, 2026