Hesai Group - HSAI

Detailed investor-level table based on 13F positions.

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
FMR LLC History Reduced 7,072,431 158,422 0.01% 0.01% 1 -2,822,809 -28.53% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 4,106,432 91,984 0.0% 0.0% 2 +28,102 0.69% Q4 2025 Jan 29, 2026
FIL Ltd History Reduced 2,223,743 49,811 0.04% 0.05% 3 -132,797 -5.64% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 2,088,332 46,778 0.05% 0.08% 4 -506,412 -19.52% Q4 2025 Feb 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 2,065,906 46,276 0.04% 5 +2,065,906 New Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,888,544 42,303 0.01% 0.01% 6 +38,312 2.07% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 1,691,192 37,882 0.04% 7 +1,691,192 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 1,624,870 36,397 0.01% 0.01% 8 +901,370 124.58% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Added to 1,263,894 28,311 0.05% 0.0% 9 +1,248,436 8076.31% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 1,218,110 27,285 0.0% 0.0% 10 +299,195 32.56% Q4 2025 Jan 29, 2026
Robeco Schweiz AG History Added to 1,179,500 26,420 0.59% 0.56% 11 +298,500 33.88% Q4 2025 Feb 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,159,487 25,972 0.04% 0.05% 12 +32,451 2.88% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,083,028 24,259 0.0% 13 +1,083,028 New Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 991,299 22,205 0.01% 0.04% 14 -1,392,090 -58.41% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 961,020 21,526 0.0% 0.0% 15 +650,920 209.91% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 896,452 20,080 0.0% 0.01% 16 -1,174,872 -56.72% Q4 2025 Mar 25, 2026
Artisan Partners Limited Partnership History New 846,226 18,955 0.03% 17 +846,226 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 828,111 18,549 0.0% 0.0% 18 -285,485 -25.64% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 769,990 17,247 0.0% 0.0% 19 -286,432 -27.11% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 749,097 16,940 0.01% 20 +749,097 New Q4 2025 Feb 13, 2026
C WorldWide Group Holding A/S History Reduced 697,133 15,616 0.27% 0.35% 21 -117,984 -14.47% Q4 2025 Feb 04, 2026
JANE STREET GROUP, LLC History Added to 654,200 14,654 0.0% 0.0% 22 +4,160 0.64% Q4 2025 Feb 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 606,060 13,576 0.0% 0.0% 23 0 0.0% Q4 2025 Feb 17, 2026
SRS Investment Management, LLC History New 558,767 12,516 0.13% 24 +558,767 New Q4 2025 Feb 17, 2026
Maxi Investments CY Ltd History New 512,847 11,488 2.09% 25 +512,847 New Q4 2025 Feb 03, 2026
BANK OF AMERICA CORP /DE/ History Reduced 477,018 10,685 0.0% 0.0% 26 -456,816 -48.92% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 437,204 9,793 0.0% 0.0% 27 +426,146 3853.73% Q4 2025 Feb 17, 2026
Long Corridor Asset Management Ltd History Added to 370,000 8,288 0.54% 1.15% 28 +270,000 270.0% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 343,159 7,686 0.0% 0.0% 29 +158,852 86.19% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Added to 288,978 6,473 0.01% 0.01% 30 +70,578 32.32% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 282,448 6,326 0.0% 0.0% 31 -170,674 -37.67% Q4 2025 Feb 13, 2026
Fideuram Asset Management (Ireland) dac History New 359,707 6,275 0.5% 32 +359,707 New Q4 2025 Feb 10, 2026
Legal & General Group Plc History Added to 266,779 5,975 0.0% 0.0% 33 +264,238 10398.98% Q4 2025 Feb 09, 2026
Schonfeld Strategic Advisors LLC History Added to 231,893 5,194 0.02% 0.03% 34 +19,056 8.95% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 206,208 4,619 0.01% 35 +206,208 New Q4 2025 Feb 17, 2026
Graham Capital Management, L.P. History New 204,871 4,589 0.11% 36 +204,871 New Q4 2025 Feb 17, 2026
Knollwood Investment Advisory, LLC History No change 192,692 4,316 0.41% 0.49% 37 0 0.0% Q4 2025 Feb 13, 2026
WEXFORD CAPITAL LP History Added to 183,837 4,117 0.79% 0.16% 38 +145,051 373.98% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 178,207 3,991 0.0% 39 +178,207 New Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 171,999 3,852 0.09% 0.13% 40 -11,298 -6.16% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Reduced 171,497 3,841 0.0% 0.01% 41 -315,374 -64.78% Q4 2025 Feb 17, 2026
Trexquant Investment LP History New 168,142 3,766 0.03% 42 +168,142 New Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 167,501 3,752 0.01% 43 +167,501 New Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History New 157,841 3,535 0.0% 44 +157,841 New Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 155,232 3,477 0.0% 0.01% 45 +63,784 69.75% Q4 2025 Feb 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 149,046 3,338 0.0% 0.01% 46 -41,494 -21.78% Q4 2025 Jan 23, 2026
Fosun International Ltd History Added to 146,423 3,279 0.76% 1.17% 47 +34,815 31.19% Q4 2025 Feb 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 146,381 3,278 0.01% 0.01% 48 +33,513 29.69% Q4 2025 Jan 26, 2026
Liontrust Investment Partners LLP History New 136,136 3,049 0.05% 49 +136,136 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 133,067 2,980 0.0% 0.01% 50 -948,893 -87.7% Q4 2025 Feb 13, 2026
Aristides Capital LLC History Added to 127,024 2,845 0.5% 0.49% 51 +5,610 4.62% Q4 2025 Feb 26, 2026
LAZARD ASSET MANAGEMENT LLC History New 123,586 2,768 0.0% 52 +123,586 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 113,600 2,544 0.0% 0.0% 53 +101,100 808.8% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 112,227 2,515 0.0% 0.0% 54 -59,156 -34.52% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 110,124 2,466 0.0% 0.0% 55 +16,685 17.86% Q4 2025 Feb 12, 2026
Aberdeen Group plc History Reduced 109,582 2,454 0.0% 0.06% 56 -1,256,158 -91.98% Q4 2025 Jan 16, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History Added to 107,390 2,405 0.15% 0.12% 57 +35,016 48.38% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 100,700 2,255 0.0% 0.01% 58 -23,800 -19.12% Q4 2025 Mar 12, 2026
Jump Financial, LLC History New 99,926 2,238 0.03% 59 +99,926 New Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History New 99,050 2,218 0.05% 60 +99,050 New Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 91,387 2,200 0.0% 0.0% 61 -13,973 -13.26% Q4 2025 Feb 03, 2026
NAVELLIER & ASSOCIATES INC History Reduced 84,033 1,882 0.21% 0.24% 62 -945 -1.11% Q4 2025 Feb 03, 2026
Verition Fund Management LLC History Reduced 71,385 1,599 0.01% 0.03% 63 -175,090 -71.04% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 68,235 1,528 0.0% 0.02% 64 -118,520 -63.46% Q4 2025 Jan 09, 2026
BlackRock, Inc. History Reduced 61,685 1,381 0.0% 0.0% 65 -77,243 -55.6% Q4 2025 Feb 12, 2026
Electron Capital Partners, LLC History Reduced 60,319 1,351 0.06% 0.08% 66 -3,299 -5.19% Q4 2025 Feb 19, 2026
Regal Partners Ltd History Reduced 53,252 1,192 0.07% 0.13% 67 -10,469 -16.43% Q4 2025 Feb 18, 2026
Squarepoint Ops LLC History Added to 52,464 1,175 0.0% 0.0% 68 +5,532 11.79% Q4 2025 Feb 13, 2026
Main Management ETF Advisors, LLC History Added to 50,112 1,123 0.04% 0.05% 69 +512 1.03% Q4 2025 Feb 10, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 49,331 1,105 0.0% 0.0% 70 -131,438 -72.71% Q4 2025 Feb 17, 2026
TRIGLAV INVESTMENTS, D.O.O. History Added to 48,570 1,087 0.07% 0.05% 71 +23,570 94.28% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 46,073 1,032 0.0% 0.0% 72 -18,145 -28.26% Q4 2025 Feb 11, 2026
M&T BANK CORP History New 39,901 893 0.0% 73 +39,901 New Q4 2025 Jan 30, 2026
J. Safra Sarasin Holding AG History No change 35,056 803 0.01% 0.02% 74 0 0.0% Q4 2025 Jan 15, 2026
Hudson Bay Capital Management LP History New 33,574 752 0.0% 75 +33,574 New Q4 2025 Feb 13, 2026
Eschler Asset Management LLP History Added to 33,000 739 0.5% 0.64% 76 +2,300 7.49% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 29,802 667 0.0% 0.0% 77 +6,513 27.97% Q4 2025 Feb 09, 2026
Candriam S.C.A. History Reduced 29,000 649 0.0% 0.01% 78 -43,000 -59.72% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 28,905 647 0.0% 0.01% 79 +7,116 32.66% Q4 2025 Jan 14, 2026
FRANKLIN RESOURCES INC History Added to 28,785 644 0.0% 0.0% 80 +4,747 19.75% Q4 2025 Feb 11, 2026
Krane Funds Advisors LLC History New 24,834 556 0.02% 81 +24,834 New Q4 2025 Feb 11, 2026
State of New Jersey Common Pension Fund D History New 24,576 550 0.0% 82 +24,576 New Q4 2025 Jan 30, 2026
Vontobel Holding Ltd. History Added to 23,957 536 0.0% 0.0% 83 +2,123 9.72% Q4 2025 Feb 13, 2026
HITE Hedge Asset Management LLC History Reduced 21,163 474 0.03% 0.09% 84 -34,931 -62.27% Q4 2025 Feb 13, 2026
Persistent Asset Partners Ltd History Reduced 20,226 453 0.2% 0.83% 85 -23,000 -53.21% Q4 2025 Feb 17, 2026
AIA Group Ltd History No change 20,123 450 0.01% 0.01% 86 0 0.0% Q4 2025 Feb 09, 2026
China Universal Asset Management Co., Ltd. History No change 20,000 448 0.03% 0.05% 87 0 0.0% Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History New 19,727 441 0.0% 88 +19,727 New Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 18,781 422 0.02% 89 +18,781 New Q4 2025 Feb 12, 2026
Harbour Capital Advisors, LLC History Added to 17,200 414 0.08% 0.07% 90 +5,050 41.56% Q4 2025 Jan 07, 2026
Redwood Wealth Management Group, LLC History Added to 16,890 378 0.16% 0.09% 91 +8,940 112.45% Q4 2025 Feb 03, 2026
Vident Advisory, LLC History Added to 16,228 363 0.0% 0.0% 92 +4,402 37.22% Q4 2025 Feb 18, 2026
Sovereign Financial Group, Inc. History Reduced 16,073 360 0.06% 0.12% 93 -7,537 -31.92% Q4 2025 Jan 07, 2026
Advisors Asset Management, Inc. History Added to 15,929 356 0.01% 0.01% 94 +430 2.77% Q4 2025 Feb 12, 2026
Quantbot Technologies LP History Added to 15,868 355 0.01% 0.0% 95 +11,493 262.7% Q4 2025 Feb 10, 2026
B. Metzler seel. Sohn & Co. AG History New 15,473 346 0.0% 96 +15,473 New Q4 2025 Jan 28, 2026
Themes Management Co LLC History New 15,004 336 0.25% 97 +15,004 New Q4 2025 Feb 09, 2026
Engineers Gate Manager LP History New 11,668 261 0.0% 98 +11,668 New Q4 2025 Feb 17, 2026
Praetorian PR LLC History New 11,490 257 0.12% 99 +11,490 New Q4 2025 Feb 17, 2026
JTC Employer Solutions Trustee Ltd History No change 10,774 241 0.02% 0.03% 100 0 0.0% Q4 2025 Feb 10, 2026
Gruss & Co., LLC History New 10,000 224 0.49% 101 +10,000 New Q4 2025 Feb 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,000 224 0.02% 0.02% 102 0 0.0% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 8,993 201 0.0% 103 +8,993 New Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 8,829 197 0.0% 0.0% 104 -2,910 -24.79% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 5,311 119 0.0% 105 +5,311 New Q4 2025 Feb 17, 2026
Leonteq Securities AG History Added to 4,729 105 0.0% 0.0% 106 +511 12.11% Q4 2025 Feb 06, 2026
Eurizon Capital SGR S.p.A. History New 3,946 88 0.0% 107 +3,946 New Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 2,738 61 0.0% 0.0% 108 +746 37.45% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Reduced 2,481 55 0.0% 0.0% 109 -695,973 -99.64% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 2,137 47 0.0% 0.0% 110 -755 -26.11% Q4 2025 Feb 17, 2026
NATIXIS History New 1,900 44 0.0% 111 +1,900 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 1,600 36 0.0% 0.0% 112 +100 6.67% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 950 21 0.0% 0.0% 113 +850 850.0% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 972 21 0.0% 0.0% 114 -551 -36.18% Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 927 20 0.01% 116 +927 New Q4 2025 Feb 18, 2026
Federation des caisses Desjardins du Quebec History New 910 20 0.0% 115 +910 New Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 502 11 0.0% 0.0% 118 +261 108.3% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History No change 532 11 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History No change 500 11 0.0% 0.0% 119 0 0.0% Q4 2025 Mar 16, 2026
Smartleaf Asset Management LLC History New 340 7 0.0% 122 +340 New Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History New 275 7 0.0% 121 +275 New Q4 2025 Jan 21, 2026
RHUMBLINE ADVISERS History Reduced 316 7 0.0% 0.0% 120 -5 -1.56% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 274 6 0.0% 0.0% 123 +138 101.47% Q4 2025 Jan 23, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 249 5 0.0% 124 +249 New Q4 2025 Jan 21, 2026
BNP PARIBAS FINANCIAL MARKETS History New 129 2 0.0% 126 +129 New Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History No change 121 2 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.04% -1,482,116 -100.0% Q3 2025 Nov 14, 2025
Oxbow Capital Management (HK) Ltd History Closed out 0 0 7.29% -1,480,000 -100.0% Q3 2025 Nov 14, 2025
Ghisallo Capital Management LLC History Closed out 0 0 0.46% -500,000 -100.0% Q3 2025 Nov 14, 2025
Ardmore Road Asset Management LP History Closed out 0 0 0.82% -450,000 -100.0% Q3 2025 Nov 13, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.04% -425,000 -100.0% Q3 2025 Nov 13, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.04% -376,688 -100.0% Q3 2025 Nov 12, 2025
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -170,271 -100.0% Q3 2025 Nov 18, 2025
DIMENSIONAL FUND ADVISORS LP History Closed out 0 0 0.0% -113,597 -100.0% Q3 2025 Nov 12, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -107,500 -100.0% Q3 2025 Nov 13, 2025
Evergreen Quality Fund GP, Ltd. History Closed out 0 0 0.06% -100,000 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.02% -72,941 -100.0% Q3 2025 Nov 13, 2025
Headlands Technologies LLC History Closed out 0 0 0.15% -67,060 -100.0% Q3 2025 Nov 12, 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 1.85% -65,733 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -45,426 -100.0% Q3 2025 Nov 14, 2025
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Closed out 0 0 0.01% -39,740 -100.0% Q3 2025 Oct 22, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 0.16% -34,900 -100.0% Q3 2025 Feb 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Closed out 0 0 0.03% -28,000 -100.0% Q3 2025 Nov 17, 2025
Polymer Capital Management (HK) LTD History Closed out 0 0 0.11% -27,900 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.04% -26,063 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.03% -22,188 -100.0% Q3 2025 Nov 14, 2025
Banco BTG Pactual S.A. History Closed out 0 0 0.08% -20,000 -100.0% Q3 2025 Nov 13, 2025
WT Asset Management Ltd History Closed out 0 0 0.03% -20,000 -100.0% Q3 2025 Nov 10, 2025
IMC-Chicago, LLC History Closed out 0 0 0.0% -19,179 -100.0% Q3 2025 Nov 04, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.06% -14,761 -100.0% Q3 2025 Nov 12, 2025
Central Asset Investments & Management Holdings (HK) Ltd History Closed out 0 0 0.19% -11,710 -100.0% Q3 2025 Nov 17, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -11,518 -100.0% Q3 2025 Nov 12, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -11,263 -100.0% Q3 2025 Oct 31, 2025
FourThought Financial Partners, LLC History Closed out 0 0 0.03% -10,640 -100.0% Q3 2025 Nov 13, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.04% -9,000 -100.0% Q3 2025 Nov 12, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -8,091 -100.0% Q3 2025 Nov 07, 2025
Invesco Ltd. History Closed out 0 0 0.0% -7,823 -100.0% Q3 2025 Nov 13, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.04% -7,600 -100.0% Q3 2025 Nov 14, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -1,179 -100.0% Q3 2025 Nov 13, 2025
Darwin Wealth Management, LLC History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Oct 16, 2025
CoreCap Advisors, LLC History Closed out 0 0 0.0% -344 -100.0% Q3 2025 Oct 22, 2025
CIBC Private Wealth Group LLC History Reduced 1 0 0.0% -199 -99.5% Q4 2025 Feb 12, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -157 -100.0% Q3 2025 Nov 13, 2025
EverSource Wealth Advisors, LLC History Closed out 0 0 0.0% -137 -100.0% Q3 2025 Nov 10, 2025
NewEdge Advisors, LLC History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Nov 17, 2025
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 0.0% -99 -100.0% Q3 2025 Oct 08, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -50 -100.0% Q3 2025 Nov 14, 2025
AdvisorNet Financial, Inc History New 41 0 +41 New Q4 2025 Jan 20, 2026
Stone House Investment Management, LLC History Closed out 0 0 0.0% -41 -100.0% Q3 2025 Oct 27, 2025
Aventura Private Wealth, LLC History New 30 0 +30 New Q4 2025 Jan 07, 2026
Larson Financial Group LLC History Reduced 10 0 -2 -16.67% Q4 2025 Feb 06, 2026
ASSETMARK, INC History No change 8 0 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History No change 42 0 0.0% 0 0.0% Q4 2025 Feb 10, 2026