GCM Grosvenor Inc. - GCMG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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
CANTOR FITZGERALD, L. P. History No change 6,451,535 73,031 1.11% 0.76% 1 0 0.0% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 5,276,828 59,733 0.01% 0.01% 2 -133,352 -2.46% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 4,641,554 52,542 0.0% 0.0% 3 -113,775 -2.39% Q4 2025 Jan 29, 2026
ARIEL INVESTMENTS, LLC History Added to 4,508,199 51,032 0.55% 0.58% 4 +23,611 0.53% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 3,943,032 44,635 0.0% 0.0% 5 +113,310 2.96% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 3,752,965 42,483 0.02% 0.03% 6 0 0.0% Q4 2025 Jan 23, 2026
BAMCO INC /NY/ History Added to 2,200,349 24,907 0.07% 0.07% 7 +33 0.0% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 1,824,529 20,653 0.21% 0.24% 8 -179,365 -8.95% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 1,649,438 18,671 0.0% 0.0% 9 +254,642 18.26% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,538,762 17,418 0.01% 0.01% 10 -455,235 -22.83% Q4 2025 Jan 22, 2026
GOLDMAN SACHS GROUP INC History Added to 1,529,439 17,313 0.0% 0.0% 11 +906,608 145.56% Q4 2025 Mar 25, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,240,140 14,042 0.0% 0.0% 12 +44,873 3.75% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Added to 1,024,816 11,600 0.01% 0.01% 13 +317,968 44.98% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 975,874 11,046 0.0% 0.0% 14 -94,748 -8.85% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 911,816 10,321 0.03% 0.03% 15 -25,253 -2.69% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 846,745 9,585 0.01% 0.01% 16 +47,017 5.88% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 825,800 9,348 0.02% 0.02% 17 +6,000 0.73% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 812,403 9,196 0.01% 0.01% 18 -85,072 -9.48% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 701,410 7,940 0.0% 0.0% 19 +117,022 20.02% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 642,199 7,269 0.0% 0.0% 20 -1,191,742 -64.98% Q4 2025 Jan 29, 2026
North Reef Capital Management LP History Added to 601,355 6,807 0.27% 0.3% 21 +75,001 14.25% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 572,348 6,478 0.0% 0.0% 22 +28,845 5.31% Q4 2025 Feb 17, 2026
Nuveen, LLC History No change 502,150 5,684 0.0% 0.0% 23 0 0.0% Q4 2025 Feb 12, 2026
Penn Capital Management Company, LLC History Reduced 449,973 5,099 0.41% 0.63% 24 -233,956 -34.21% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 432,923 4,900 0.0% 0.0% 25 -2,507 -0.58% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 424,373 4,803 0.02% 0.01% 26 +210,250 98.19% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 421,022 4,765 0.0% 0.0% 27 +50,740 13.7% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Added to 409,099 4,631 0.04% 0.02% 28 +228,908 127.04% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 344,763 3,902 0.0% 0.01% 29 -945,459 -73.28% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 327,840 3,711 0.0% 0.0% 30 -839 -0.26% Q4 2025 Feb 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 313,865 3,552 0.0% 0.01% 31 -136,400 -30.29% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 304,709 3,449 0.0% 0.0% 32 -21,569 -6.61% Q4 2025 Feb 13, 2026
Neo Ivy Capital Management History Added to 283,116 3,204 0.51% 0.66% 33 +57,518 25.5% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 242,500 2,745 0.0% 0.01% 34 -267,400 -52.44% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 236,090 2,672 0.0% 35 +236,090 New Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 213,756 2,419 0.11% 36 +213,756 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 212,822 2,409 0.0% 0.0% 37 -32,837 -13.37% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 210,518 2,383 0.15% 0.07% 38 +116,118 123.01% Q4 2025 Jan 30, 2026
BARCLAYS PLC History Added to 210,430 2,382 0.0% 0.0% 39 +14,608 7.46% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 209,720 2,374 0.0% 0.0% 40 +119,176 131.62% Q4 2025 Feb 17, 2026
Uniplan Investment Counsel, Inc. History Reduced 207,558 2,349 0.24% 0.25% 41 -530 -0.25% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 202,250 2,289 0.01% 0.01% 42 +22,682 12.63% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 183,932 2,082 0.0% 0.0% 43 +3,793 2.11% Q4 2025 Feb 17, 2026
Taylor Frigon Capital Management LLC History Added to 154,837 1,752 0.89% 0.92% 44 +1,573 1.03% Q4 2025 Jan 26, 2026
AMERICAN CENTURY COMPANIES INC History Added to 152,039 1,721 0.0% 0.0% 45 +68,405 81.79% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 145,898 1,651 0.0% 0.0% 46 -436,439 -74.95% Q4 2025 Feb 11, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History New 143,750 1,627 0.03% 47 +143,750 New Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History Added to 143,268 1,621 0.04% 0.01% 48 +124,485 662.75% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Added to 128,945 1,459 0.09% 0.06% 49 +48,268 59.83% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 126,013 1,426 0.02% 0.02% 50 +9,198 7.87% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 113,030 1,279 0.0% 19.03% 51 -226,619 -66.72% Q4 2025 Feb 17, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 100,427 1,136 0.02% 0.02% 52 +427 0.43% Q4 2025 Feb 02, 2026
Invesco Ltd. History Added to 98,371 1,113 0.0% 0.0% 53 +12,391 14.41% Q4 2025 Feb 19, 2026
Brevan Howard Capital Management LP History Added to 93,758 1,061 0.01% 0.0% 54 +11,936 14.59% Q4 2025 Feb 17, 2026
Atom Investors LP History Added to 92,166 1,043 0.08% 0.03% 56 +58,110 170.63% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 92,214 1,043 0.03% 0.03% 55 +680 0.74% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 86,578 980 0.0% 0.0% 57 -43,796 -33.59% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History New 85,159 964 0.0% 58 +85,159 New Q4 2025 Jan 30, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 81,508 922 0.0% 0.0% 59 -68,505 -45.67% Q4 2025 Feb 10, 2026
XTX Topco Ltd History Added to 79,363 898 0.02% 0.01% 60 +58,484 280.11% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 68,211 772 0.0% 0.0% 61 +1,750 2.63% Q4 2025 Feb 11, 2026
Numerai GP LLC History Added to 64,811 733 0.09% 0.02% 62 +50,775 361.75% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 60,109 680 0.0% 0.0% 63 -6,546 -9.82% Q4 2025 Feb 13, 2026
Greenland Capital Management LP History New 58,506 662 0.07% 64 +58,506 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 57,745 653 0.0% 0.0% 65 -8,467 -12.79% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 54,990 622 0.0% 0.0% 66 -1,504 -2.66% Q4 2025 Feb 12, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 46,607 527 0.0% 0.0% 67 +40,227 630.52% Q4 2025 Feb 10, 2026
Creative Planning History Added to 45,337 513 0.0% 0.0% 68 +31,092 218.27% Q4 2025 Feb 17, 2026
AlphaQuest LLC History Reduced 45,380 513 0.03% 0.04% 69 -10,032 -18.1% Q4 2025 Feb 09, 2026
PharVision Advisers, LLC History Added to 44,256 500 0.25% 0.25% 70 +8,071 22.3% Q4 2025 Feb 17, 2026
R Squared Ltd History Added to 43,793 495 0.23% 0.19% 71 +7,648 21.16% Q4 2025 Jan 30, 2026
CITADEL ADVISORS LLC History Reduced 42,380 479 0.0% 0.0% 72 -43,593 -50.71% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 40,989 463 0.0% 0.0% 73 -39 -0.1% Q4 2025 Feb 17, 2026
Cornerstone Investment Partners, LLC History Reduced 39,025 441 0.02% 0.02% 74 -620 -1.56% Q4 2025 Jan 29, 2026
Quantinno Capital Management LP History Added to 37,587 425 0.0% 0.0% 75 +4,331 13.02% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History No change 37,480 424 0.17% 0.18% 76 0 0.0% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 36,192 409 0.01% 0.02% 77 -55,261 -60.43% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 35,404 400 0.04% 0.05% 78 -4,374 -11.0% Q4 2025 Feb 11, 2026
MQS Management LLC History Added to 31,903 361 0.21% 0.09% 79 +19,766 162.86% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History New 30,985 350 0.0% 80 +30,985 New Q4 2025 Feb 13, 2026
CAXTON ASSOCIATES LLP History Added to 29,753 336 0.01% 0.0% 81 +16,190 119.37% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 29,535 334 0.01% 0.03% 82 -53,237 -64.32% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 29,025 329 0.0% 0.0% 83 +2,789 10.63% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 28,281 320 0.0% 0.0% 84 -55,119 -66.09% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 27,150 307 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 24,226 274 0.0% 0.0% 86 +1,484 6.53% Q4 2025 Feb 17, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 24,025 271 0.04% 0.03% 87 +9,036 60.28% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 23,173 262 0.0% 88 +23,173 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 20,208 230 0.0% 0.0% 89 -51,661 -71.88% Q4 2025 Mar 20, 2026
DEARBORN PARTNERS LLC History Reduced 20,150 228 0.01% 0.01% 90 -3,000 -12.96% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 18,984 214 0.0% 0.0% 91 -9,771 -33.98% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 18,023 204 0.0% 0.0% 92 -370 -2.01% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,518 198 0.0% 0.0% 93 +1,926 12.35% Q4 2025 Feb 18, 2026
Jefferies Financial Group Inc. History New 17,182 194 0.0% 94 +17,182 New Q4 2025 Feb 09, 2026
GSA CAPITAL PARTNERS LLP History Reduced 15,367 174 0.01% 0.1% 95 -79,278 -83.76% Q4 2025 Feb 06, 2026
Cerity Partners LLC History New 15,080 170 0.0% 96 +15,080 New Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 14,113 167 0.0% 97 +14,113 New Q4 2025 Jan 08, 2026
Jump Financial, LLC History Reduced 13,681 154 0.0% 0.0% 98 -17,419 -56.01% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History New 13,121 148 0.0% 99 +13,121 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,953 146 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 12,820 145 0.0% 0.0% 101 -29,183 -69.48% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,880 134 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 12, 2026
INCEPTIONR LLC History Reduced 11,261 127 0.04% 0.08% 103 -15,750 -58.31% Q4 2025 Feb 11, 2026
FMR LLC History Added to 11,116 125 0.0% 0.0% 104 +8,869 394.7% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 10,412 118 0.0% 0.01% 105 -117,599 -91.87% Q4 2025 Jan 09, 2026
Aquatic Capital Management LLC History Reduced 10,424 118 0.0% 0.02% 106 -84,952 -89.07% Q4 2025 Feb 17, 2026
Harvest Investment Services, LLC History Reduced 10,078 114 0.02% 0.03% 107 -284 -2.74% Q4 2025 Feb 17, 2026
LRI Investments, LLC History No change 10,000 113 0.01% 0.01% 108 0 0.0% Q4 2025 Feb 04, 2026
Legal & General Group Plc History Reduced 8,859 100 0.0% 0.0% 109 -219 -2.41% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 8,601 97 0.0% 0.0% 110 +4,402 104.83% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Added to 6,227 70 0.0% 0.0% 111 +3,990 178.36% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Added to 4,570 52 0.0% 0.0% 112 +1,417 44.94% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 4,455 50 0.0% 0.0% 113 +452 11.29% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 4,316 48 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 3,208 36 0.0% 0.0% 115 +176 5.8% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 3,062 34 0.0% 0.0% 116 -1,343 -30.49% Q4 2025 Feb 17, 2026
Quarry LP History Reduced 2,979 33 0.01% 0.02% 117 -2,869 -49.06% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 2,143 24 0.0% 0.0% 118 +288 15.53% Q4 2025 Jan 23, 2026
AMALGAMATED BANK History Added to 1,637 19 0.0% 0.0% 119 +107 6.99% Q4 2025 Feb 05, 2026
Aster Capital Management (DIFC) Ltd History Reduced 1,440 16 0.01% 0.09% 120 -13,060 -90.07% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 1,157 13 0.0% 0.0% 121 0 0.0% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History No change 1,100 12 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History New 1,000 11 0.0% 124 +1,000 New Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Reduced 1,033 11 0.0% 0.0% 123 -103 -9.07% Q4 2025 Jan 05, 2026
NISA INVESTMENT ADVISORS, LLC History New 862 9 0.0% 125 +862 New Q4 2025 Jan 15, 2026
Covestor Ltd History Reduced 809 9 0.0% 0.0% 126 -195 -19.42% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 660 7 0.0% 0.0% 127 +195 41.94% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 634 7 0.0% 0.0% 128 -12 -1.86% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Added to 540 6 0.0% 0.0% 130 +214 65.64% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 591 6 0.0% 0.0% 129 -9 -1.5% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Added to 468 5 0.0% 132 +387 477.78% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 529 5 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 07, 2026
OSAIC HOLDINGS, INC. History Reduced 411 4 0.0% 0.0% 133 -8,592 -95.43% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 300 3 0.0% 134 +300 New Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History New 218 2 0.0% 135 +218 New Q4 2025 Feb 11, 2026
IFP Advisors, Inc History Added to 252 2 0.0% 136 +200 384.62% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 115 1 0.0% 0.0% 137 -25,942 -99.56% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 161 1 0.0% 138 +161 New Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 130 1 0.0% 140 +130 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 99 1 0.0% 139 +99 New Q4 2025 Jan 23, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -295,945 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -295,611 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -206,434 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -167,155 -100.0% Q3 2025 Nov 14, 2025
Granite Investment Partners, LLC History Closed out 0 0 0.09% -129,940 -100.0% Q3 2025 Nov 10, 2025
CREDIT AGRICOLE S A History Closed out 0 0 0.0% -116,601 -100.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -115,308 -100.0% Q3 2025 Nov 05, 2025
K2 PRINCIPAL FUND, L.P. History Closed out 0 0 0.0% -59,780 -100.0% Q3 2025 Nov 13, 2025
FJ Capital Management LLC History Closed out 0 0 0.07% -50,728 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -43,328 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -24,185 -100.0% Q3 2025 Nov 14, 2025
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -20,845 -100.0% Q3 2025 Oct 27, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.04% -19,783 -100.0% Q3 2025 Nov 13, 2025
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -18,850 -100.0% Q3 2025 Nov 03, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.0% -18,084 -100.0% Q3 2025 Nov 14, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 0.0% -17,175 -100.0% Q3 2025 Nov 05, 2025
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -16,611 -100.0% Q3 2025 Nov 14, 2025
Longboard Asset Management, LP History Closed out 0 0 0.26% -13,567 -100.0% Q3 2025 Oct 22, 2025
Argent Trust Co History Closed out 0 0 0.01% -12,997 -100.0% Q3 2025 Nov 12, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -10,826 -100.0% Q3 2025 Nov 13, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.06% -10,605 -100.0% Q3 2025 Nov 14, 2025
Entropy Technologies, LP History Closed out 0 0 0.01% -10,195 -100.0% Q3 2025 Nov 13, 2025
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -10,025 -100.0% Q3 2025 Nov 13, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -7,297 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -1,704 -100.0% Q3 2025 Nov 14, 2025
HUNTINGTON NATIONAL BANK History Reduced 77 0 0.0% -473 -86.0% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 0.0% -450 -100.0% Q3 2025 Nov 03, 2025
North Capital, Inc. History Closed out 0 0 0.0% -105 -100.0% Q3 2025 Oct 09, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 75 0 +75 New Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Closed out 0 0 -45 -100.0% Q3 2025 Oct 30, 2025
HARBOUR INVESTMENTS, INC. History New 40 0 +40 New Q4 2025 Feb 09, 2026
FINANCIAL CONSULATE, INC History Reduced 39 0 -38 -49.35% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 55 0 -24 -30.38% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Closed out 0 0 -21 -100.0% Q3 2025 Nov 18, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Added to 50 0 +17 51.52% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History New 13 0 +13 New Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 10, 2025
True Wealth Design, LLC History Added to 73 0 +2 2.82% Q4 2025 Jan 08, 2026
SBI Securities Co., Ltd. History Reduced 3 0 -1 -25.0% Q4 2025 Feb 03, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Private Wealth Asset Management, LLC History No change 18 0 0 0.0% Q4 2025 Feb 10, 2026
Bell Investment Advisors, Inc History No change 66 0 0 0.0% Q4 2025 Feb 24, 2026