HAIN CELESTIAL GROUP INC - HAIN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 7,393,219 7,910 0.0% 0.0% 1 +687,239 10.25% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 7,122,118 7,620 0.0% 0.0% 2 +92,385 1.31% Q4 2025 Jan 29, 2026
Nantahala Capital Management, LLC History Added to 6,528,789 6,985 0.23% 0.16% 3 +3,528,789 117.63% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,853,731 6,263 0.0% 0.0% 4 +1,470,360 33.54% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 3,179,434 3,401 0.0% 0.01% 5 -1,405,212 -30.65% Q4 2025 Feb 13, 2026
CastleKnight Management LP History Reduced 2,673,100 2,860 0.06% 0.12% 6 -1,295,500 -32.64% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,210,729 2,365 0.0% 0.0% 7 -54,973 -2.43% Q4 2025 Feb 09, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,100,926 2,247 0.0% 0.0% 8 +457,886 27.87% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,067,043 2,211 0.0% 0.0% 9 +221,269 11.99% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 2,045,957 2,189 0.0% 0.0% 10 +52,880 2.65% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 1,841,900 1,970 0.0% 0.01% 11 +6,400 0.35% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,748,537 1,870 0.0% 0.0% 12 -61,916 -3.42% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,735,145 1,856 0.0% 0.0% 13 -166,443 -8.75% Q4 2025 Mar 25, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,191,368 1,274 0.0% 14 +1,191,368 New Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,141,151 1,221 0.0% 0.0% 15 -404,410 -26.17% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 1,047,671 1,121 0.0% 0.0% 16 +153,282 17.14% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Reduced 789,888 845 0.0% 0.0% 17 -37,946 -4.58% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Reduced 715,231 765 0.0% 0.0% 18 -1,895,822 -72.61% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 656,054 701 0.0% 0.0% 19 -68,691 -9.48% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 645,255 690 0.0% 0.0% 20 +201,410 45.38% Q4 2025 Feb 12, 2026
INGALLS & SNYDER LLC History Added to 639,053 684 0.03% 0.02% 21 +248,485 63.62% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 597,632 639 0.06% 22 +597,632 New Q4 2025 Feb 06, 2026
Man Group plc History New 469,054 501 0.0% 23 +469,054 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 380,637 407 0.0% 0.0% 24 -1,652,667 -81.28% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History New 374,831 401 0.0% 25 +374,831 New Q4 2025 Feb 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 371,400 397 0.0% 0.0% 26 -113,700 -23.44% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 369,735 395 0.01% 0.01% 27 +15,392 4.34% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History No change 366,948 392 0.0% 2.69% 28 0 0.0% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History No change 317,902 340 0.0% 0.0% 29 0 0.0% Q4 2025 Jan 09, 2026
Bank of New York Mellon Corp History Reduced 285,536 305 0.0% 0.0% 30 -1,976 -0.69% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 258,464 276 0.0% 0.0% 31 +8,626 3.45% Q4 2025 Feb 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 242,293 259 0.0% 32 +242,293 New Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 234,071 250 0.0% 0.0% 33 +45,521 24.14% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 223,300 238 0.0% 0.0% 34 +57,900 35.01% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 220,371 235 0.01% 0.01% 35 +94,496 75.07% Q4 2025 Feb 10, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 215,000 230 0.0% 0.0% 36 -109,388 -33.72% Q4 2025 Feb 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 207,546 222 0.0% 0.0% 37 +186,475 884.98% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 206,540 220 0.0% 0.0% 38 -1,666 -0.8% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 204,582 218 0.05% 39 +204,582 New Q4 2025 Mar 03, 2026
PGGM Investments History Reduced 189,734 203 0.0% 0.11% 40 -3,994,120 -95.47% Q4 2025 Feb 09, 2026
Nuveen, LLC History No change 188,922 202 0.0% 0.0% 41 0 0.0% Q4 2025 Feb 12, 2026
GatePass Capital, LLC History Added to 188,700 201 0.1% 0.04% 42 +147,500 358.01% Q4 2025 Feb 09, 2026
ALLIANCEBERNSTEIN L.P. History No change 179,290 191 0.0% 0.0% 43 0 0.0% Q4 2025 Feb 17, 2026
PERKINS CAPITAL MANAGEMENT INC History Reduced 174,650 186 0.15% 0.62% 44 -271,563 -60.86% Q4 2025 Feb 04, 2026
Invesco Ltd. History Reduced 171,549 183 0.0% 0.0% 45 -54,936 -24.26% Q4 2025 Feb 19, 2026
J. Derek Lewis & Associates Inc. History New 166,000 177 0.04% 46 +166,000 New Q4 2025 Mar 23, 2026
Quadrature Capital Ltd History Added to 159,849 171 0.0% 0.0% 47 +117,295 275.64% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 154,801 165 0.0% 0.0% 48 -102,756 -39.9% Q4 2025 Jan 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 150,600 161 0.0% 0.0% 49 -140,800 -48.32% Q4 2025 Feb 13, 2026
Byrne Asset Management LLC History Added to 148,600 159 0.09% 0.05% 50 +100,090 206.33% Q4 2025 Jan 12, 2026
Cetera Investment Advisers History Added to 146,737 157 0.0% 0.0% 51 +131,733 877.99% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 136,640 146 0.0% 0.0% 52 -55,256 -28.79% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 130,598 139 0.0% 0.0% 53 +88,670 211.48% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 128,018 136 0.0% 0.0% 54 -20,878 -14.02% Q4 2025 Feb 13, 2026
Sageworth Trust Co History No change 127,834 136 0.01% 0.01% 55 0 0.0% Q4 2025 Feb 03, 2026
Aristides Capital LLC History New 123,200 131 0.02% 56 +123,200 New Q4 2025 Feb 26, 2026
Raiffeisen Bank International AG History No change 120,000 128 0.0% 0.0% 57 0 0.0% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 104,287 111 0.0% 0.0% 58 +31,878 44.02% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Reduced 104,281 111 0.0% 0.0% 59 -2,981 -2.78% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 98,913 105 0.0% 0.0% 60 +62,100 168.69% Q4 2025 Feb 10, 2026
Graham Capital Management, L.P. History New 97,357 104 0.0% 61 +97,357 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 93,473 100 0.0% 0.0% 63 -34,797 -27.13% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History No change 92,844 100 0.0% 0.0% 62 0 0.0% Q4 2025 Mar 20, 2026
Rathbones Group PLC History No change 88,280 94 0.0% 0.0% 64 0 0.0% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 83,914 89 0.0% 65 +83,600 26624.2% Q4 2025 Mar 16, 2026
Cerity Partners LLC History Reduced 82,099 87 0.0% 0.0% 66 -44,850 -35.33% Q4 2025 Feb 11, 2026
XTX Topco Ltd History Reduced 79,407 84 0.0% 0.01% 67 -18,958 -19.27% Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 70,807 75 0.0% 69 +70,807 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 70,868 75 0.0% 0.0% 68 -4,394 -5.84% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 69,514 74 0.0% 0.0% 70 -237,749 -77.38% Q4 2025 Feb 17, 2026
Jain Global LLC History Added to 69,854 74 0.0% 0.0% 71 +39,284 128.51% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 65,436 70 0.0% 0.0% 72 -200,401 -75.38% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 63,806 68 0.0% 0.0% 73 +3,384 5.6% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 62,422 66 0.0% 0.0% 74 +45,622 271.56% Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History No change 60,000 64 0.0% 0.01% 75 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 59,500 63 0.0% 0.0% 76 +44,800 304.76% Q4 2025 Feb 12, 2026
GABELLI FUNDS LLC History New 53,500 57 0.0% 77 +53,500 New Q4 2025 Feb 05, 2026
CWM, LLC History Reduced 52,792 56 0.0% 0.0% 78 -3,437 -6.11% Q4 2025 Jan 26, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 46,439 50 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 44,756 48 0.0% 0.0% 80 +8,107 22.12% Q4 2025 Jan 09, 2026
Engineers Gate Manager LP History Reduced 43,201 46 0.0% 0.0% 81 -168,721 -79.61% Q4 2025 Feb 17, 2026
Virtu Financial LLC History New 39,765 43 0.0% 83 +39,765 New Q4 2025 Feb 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 40,752 43 0.0% 0.0% 82 -349 -0.85% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 36,185 38 0.0% 0.0% 84 -267,256 -88.08% Q4 2025 Feb 11, 2026
Amundi History New 34,781 37 0.0% 85 +34,781 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 34,335 37 0.0% 0.0% 86 -6,783 -16.5% Q4 2025 Jan 08, 2026
SEI INVESTMENTS CO History Reduced 33,025 35 0.0% 0.0% 87 -54,043 -62.07% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History New 33,365 35 0.0% 88 +33,365 New Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 30,098 32 0.0% 0.0% 90 +14,895 97.97% Q4 2025 Feb 13, 2026
GRACE & WHITE INC /NY History Reduced 30,500 32 0.01% 0.01% 89 -7,500 -19.74% Q4 2025 Jan 26, 2026
SIMPLEX TRADING, LLC History Added to 29,644 31 0.0% 0.0% 91 +15,048 103.1% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 28,229 30 0.0% 92 +28,229 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 26,559 28 0.0% 0.0% 93 -2,215,700 -98.82% Q4 2025 Feb 17, 2026
Supplemental Annuity Collective Trust of NJ History No change 27,000 28 0.01% 0.01% 94 0 0.0% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Reduced 23,806 25 0.0% 0.0% 95 -1,064,155 -97.81% Q4 2025 Feb 17, 2026
NINE MASTS CAPITAL Ltd History New 21,834 23 0.0% 96 +21,834 New Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 21,393 22 0.0% 97 +21,393 New Q4 2025 Feb 12, 2026
FMR LLC History Reduced 19,125 20 0.0% 0.0% 98 -11,443 -37.43% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,838 20 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 17,300 19 0.0% 0.0% 100 -4,700 -21.36% Q4 2025 Feb 05, 2026
MACKENZIE FINANCIAL CORP History No change 18,129 19 0.0% 0.0% 101 0 0.0% Q4 2025 Feb 18, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,476 19 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,475 18 0.0% 0.0% 104 +4,551 35.21% Q4 2025 Feb 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,954 18 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 16,520 17 0.0% 0.0% 105 -2,474 -13.03% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 16,541 17 0.0% 0.0% 106 +1,063 6.87% Q4 2025 Feb 06, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 15,529 16 0.0% 0.0% 108 -9,356 -37.6% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 15,083 16 0.0% 0.0% 107 +2,326 18.23% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History New 13,331 14 0.0% 110 +13,331 New Q4 2025 Feb 13, 2026
Arkadios Wealth Advisors History New 13,265 14 0.0% 111 +13,265 New Q4 2025 Feb 13, 2026
CIM INVESTMENT MANAGEMENT INC History No change 13,863 14 0.0% 0.01% 109 0 0.0% Q4 2025 Feb 17, 2026
Ethic Inc. History Reduced 12,684 13 0.0% 0.0% 113 -34,188 -72.94% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 12,425 13 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 11,610 12 0.0% 0.0% 114 -6,802 -36.94% Q4 2025 Feb 09, 2026
Leonteq Securities AG History No change 11,489 12 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 06, 2026
Creative Planning History New 10,915 11 0.0% 116 +10,915 New Q4 2025 Feb 17, 2026
Teza Capital Management LLC History No change 10,351 11 0.04% 0.09% 117 0 0.0% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 9,800 10 0.0% 0.0% 118 -21,813 -69.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 9,531 10 0.0% 0.0% 119 +1,965 25.97% Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History No change 10,038 10 0.0% 0.0% 120 0 0.0% Q4 2025 Jan 07, 2026
GAMMA Investing LLC History New 8,894 9 0.0% 122 +8,894 New Q4 2025 Jan 05, 2026
Ameritas Investment Partners, Inc. History No change 8,890 9 0.0% 0.0% 121 0 0.0% Q4 2025 Feb 11, 2026
Legal & General Group Plc History No change 7,928 8 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History New 6,771 7 0.0% 124 +6,771 New Q4 2025 Feb 06, 2026
FNY Investment Advisers, LLC History New 5,000 5 0.0% 127 +5,000 New Q4 2025 Jan 16, 2026
Sterling Capital Management LLC History Reduced 5,218 5 0.0% 0.0% 126 -1,028 -16.46% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 5,560 5 0.0% 0.0% 125 -943 -14.5% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 3,417 4 0.0% 0.0% 128 -58 -1.67% Q4 2025 Jan 20, 2026
ROYAL BANK OF CANADA History New 2,769 3 0.0% 130 +2,769 New Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 3,093 3 0.0% 0.0% 131 +1,644 113.46% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 2,844 3 0.0% 0.0% 129 -222 -7.24% Q4 2025 Feb 05, 2026
EverSource Wealth Advisors, LLC History Reduced 1,924 2 0.0% 0.0% 134 -6,805 -77.96% Q4 2025 Feb 06, 2026
COMERICA BANK History Added to 2,792 2 0.0% 0.0% 132 +1,023 57.83% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 2,312 2 0.0% 0.0% 133 -377 -14.02% Q4 2025 Feb 17, 2026
AlphaQuest LLC History No change 2,046 2 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 09, 2026
WealthCollab, LLC History No change 2,000 2 0.0% 0.0% 136 0 0.0% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 939 1 0.0% 137 +939 New Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,000 1 0.0% 0.0% 138 -33 -3.19% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -1,215,059 -100.0% Q3 2025 Nov 14, 2025
Divisadero Street Capital Management, LP History Closed out 0 0 0.03% -386,182 -100.0% Q3 2025 Nov 14, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -268,219 -100.0% Q3 2025 Nov 13, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -236,198 -100.0% Q3 2025 Nov 04, 2025
Atom Investors LP History Closed out 0 0 0.02% -136,110 -100.0% Q3 2025 Nov 14, 2025
Baader Bank Aktiengesellschaft History Closed out 0 0 0.01% -134,600 -100.0% Q3 2025 Nov 06, 2025
Empowered Funds, LLC History Closed out 0 0 0.0% -127,843 -100.0% Q3 2025 Nov 13, 2025
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -119,619 -100.0% Q3 2025 Nov 12, 2025
State of Wyoming History Closed out 0 0 0.02% -110,905 -100.0% Q3 2025 Nov 04, 2025
RAFFLES ASSOCIATES LP History Closed out 0 0 0.14% -95,160 -100.0% Q3 2025 Nov 14, 2025
KLP KAPITALFORVALTNING AS History Closed out 0 0 0.0% -78,200 -100.0% Q3 2025 Oct 23, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -60,123 -100.0% Q3 2025 Nov 12, 2025
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -55,722 -100.0% Q3 2025 Nov 13, 2025
Voleon Capital Management LP History Closed out 0 0 0.0% -27,259 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -24,535 -100.0% Q3 2025 Nov 14, 2025
Pallas Capital Advisors LLC History Closed out 0 0 0.0% -20,698 -100.0% Q3 2025 Nov 07, 2025
Dynamic Advisor Solutions LLC History Closed out 0 0 -20,000 -100.0% Q3 2025 Oct 09, 2025
StoneX Group Inc. History Closed out 0 0 0.0% -19,017 -100.0% Q3 2025 Nov 14, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -17,578 -100.0% Q3 2025 Nov 14, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -17,467 -100.0% Q3 2025 Jan 13, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -16,071 -100.0% Q3 2025 Oct 23, 2025
Merit Financial Group, LLC History Closed out 0 0 0.0% -10,795 -100.0% Q3 2025 Nov 07, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -10,205 -100.0% Q3 2025 Nov 12, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 99 0 0.0% -4,487 -97.84% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Closed out 0 0 0.0% -2,200 -100.0% Q3 2025 Nov 06, 2025
IFP Advisors, Inc History Reduced 56 0 0.0% -2,144 -97.45% Q4 2025 Feb 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Nov 12, 2025
Transamerica Financial Advisors, LLC History Reduced 49 0 0.0% -1,799 -97.35% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 25 0 0.0% -1,580 -98.44% Q4 2025 Feb 13, 2026
Red Tortoise LLC History Closed out 0 0 0.0% -1,409 -100.0% Q3 2025 Oct 22, 2025
True Wealth Design, LLC History Reduced 387 0 0.0% -1,375 -78.04% Q4 2025 Jan 08, 2026
Fortitude Family Office, LLC History New 932 0 +932 New Q4 2025 Jan 15, 2026
JPL Wealth Management, LLC History Closed out 0 0 0.0% -909 -100.0% Q3 2025 Nov 14, 2025
VAN ECK ASSOCIATES CORP History Closed out 0 0 0.0% -803 -100.0% Q3 2025 Nov 13, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History New 738 0 +738 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Closed out 0 0 0.0% -660 -100.0% Q3 2025 Oct 30, 2025
Clearstead Advisors, LLC History Reduced 64 0 0.0% -620 -90.64% Q4 2025 Feb 09, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -617 -100.0% Q3 2025 Nov 04, 2025
Federation des caisses Desjardins du Quebec History Reduced 439 0 0.0% -347 -44.15% Q4 2025 Feb 12, 2026
Bell Investment Advisors, Inc History Closed out 0 0 -316 -100.0% Q3 2025 Nov 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -238 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Planning Group LLC History Closed out 0 0 -227 -100.0% Q3 2025 Nov 04, 2025
Farther Finance Advisors, LLC History Added to 337 0 +192 132.41% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 160 0 +160 New Q4 2025 Feb 03, 2026
McMillan Office, Inc. History New 120 0 +120 New Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -118 -100.0% Q3 2025 Nov 19, 2025
FIFTH THIRD BANCORP History Reduced 162 0 -86 -34.68% Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 224 0 -72 -24.32% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Closed out 0 0 -51 -100.0% Q3 2025 Nov 14, 2025
Triumph Capital Management History New 50 0 +50 New Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History New 34 0 +34 New Q4 2025 Jan 20, 2026
Inspire Investing, LLC History New 26 0 +26 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 26 0 +24 1200.0% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 22 0 +22 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 454 0 0 0.0% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 300 0 0 0.0% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 280 0 0 0.0% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 300 0 0 0.0% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 205 0 0 0.0% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History No change 15 0 0 0.0% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History No change 867 0 0.0% 0 0.0% Q4 2025 Jan 16, 2026
Private Wealth Asset Management, LLC History No change 21 0 0 0.0% Q4 2025 Feb 10, 2026
Covestor Ltd History No change 25 0 0 0.0% Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History No change 15 0 0 0.0% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History No change 80 0 0 0.0% Q4 2025 Jan 27, 2026
Boreal Capital Management LLC History No change 50 0 0 0.0% Q4 2025 Feb 17, 2026