Hyliion Holdings Corp. - HYLN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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 No change 11,456,703 59,689 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,552,175 28,926 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 13, 2026
GENERAL ELECTRIC CO History No change 5,500,000 22,935 4.86% 7.77% 3 0 0.0% Q3 2026 Oct 22, 2026
D. E. Shaw & Co., Inc. History No change 3,899,804 20,317 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,302,421 17,209 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 2,858,821 14,894 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
Invesco Ltd. History No change 2,378,173 12,390 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,904,750 9,923 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 1,588,482 8,276 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,477,021 7,695 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
HITE Hedge Asset Management LLC History No change 1,400,160 7,294 0.4% 0.4% 11 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,397,515 7,281 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,140,883 5,944 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,073,500 5,592 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,022,791 5,328 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 943,300 4,914 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
J. Derek Lewis & Associates Inc. History Added to 1,163,800 4,853 0.87% 0.82% 17 +330,400 39.64% Q3 2026 Nov 03, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 920,248 4,792 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
Palisades Investment Partners, LLC History Added to 1,063,573 4,435 1.29% 1.35% 19 +155,640 17.14% Q3 2026 Nov 03, 2026
VANGUARD FIDUCIARY TRUST CO History No change 845,741 4,406 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 778,727 4,052 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 679,000 3,537 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 06, 2026
683 Capital Management, LLC History No change 575,000 2,995 0.15% 0.15% 23 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 569,582 2,967 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 496,284 2,585 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 481,756 2,509 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 02, 2026
CenterBook Partners LP History Added to 578,114 2,410 0.11% 0.08% 27 +281,007 94.58% Q3 2026 Nov 02, 2026
GROUP ONE TRADING LLC History No change 441,156 2,298 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 420,950 2,193 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 420,187 2,189 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 381,070 1,985 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 332,140 1,730 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 300,309 1,564 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 292,900 1,526 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 277,626 1,446 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CLOUGH CAPITAL PARTNERS L P History No change 274,500 1,430 0.12% 0.12% 36 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 255,128 1,329 0.0% 0.0% 37 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 253,125 1,318 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 248,682 1,295 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 03, 2026
TUDOR INVESTMENT CORP ET AL History No change 240,198 1,251 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 222,805 1,161 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 220,527 1,148 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 212,647 1,107 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 196,919 1,025 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 182,709 946 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 175,442 914 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 168,044 875 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 161,531 841 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 146,334 762 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 130,600 680 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 153,181 638 0.03% 0.03% 51 +19,326 14.44% Q3 2026 Oct 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 114,057 594 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 19, 2026
GSA CAPITAL PARTNERS LLP History No change 109,982 573 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 107,675 560 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 90,062 469 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 90,000 468 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
Walser Wealth Management Company, A Ltd Liability Co History Added to 103,650 432 0.17% 0.13% 57 +43,684 72.85% Q3 2026 Oct 15, 2026
Engineers Gate Manager LP History No change 81,663 425 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 76,977 401 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 76,087 396 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 69,037 359 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 72,691 348 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 66,200 342 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 61,639 321 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 61,194 318 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 58,858 306 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 56,354 293 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 49,615 258 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 44,130 229 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 41,684 217 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 40,704 212 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 40,270 209 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
SIG BROKERAGE, LP History No change 40,000 208 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 38,349 194 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History New 45,000 187 0.0% — 75 +45,000 New Q3 2026 Oct 07, 2026
Cetera Investment Advisers History No change 35,686 185 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 35,658 185 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 32,477 169 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 32,273 168 0.0% 0.0% 79 0 0.0% Q2 2026 Sep 09, 2026
ALLIANCEBERNSTEIN L.P. History No change 91,220 160 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Hidden Cove Wealth Management, LLC History Reduced 38,148 159 0.09% 0.13% 81 -8,083 -17.48% Q3 2026 Oct 19, 2026
Osbon Capital Management LLC History No change 28,526 148 0.12% 0.12% 82 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 28,174 146 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History No change 27,887 145 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History Added to 34,693 144 0.0% 0.0% 85 +10,616 44.09% Q3 2026 Nov 02, 2026
OSAIC HOLDINGS, INC. History No change 26,323 137 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 26,480 137 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 26,131 136 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 32,058 133 0.0% 0.0% 89 +7,061 28.25% Q3 2026 Nov 02, 2026
Legal & General Group Plc History No change 25,136 130 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Seelaus Asset Management LLC History No change 30,507 127 0.09% 0.11% 91 0 0.0% Q3 2026 Oct 14, 2026
Apella Capital, LLC History No change 33,030 127 0.0% 0.0% 92 0 0.0% Q3 2026 Oct 08, 2026
Dynamic Technology Lab Private Ltd History No change 24,203 126 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 13, 2026
nVerses Capital, LLC History No change 23,851 124 0.19% 0.19% 94 0 0.0% Q2 2026 Aug 04, 2026
Caitong International Asset Management Co., Ltd History Reduced 29,088 121 0.01% 0.03% 96 -12,064 -29.32% Q3 2026 Oct 29, 2026
Garner Asset Management Corp History Reduced 40,851 121 0.04% 0.07% 95 -160 -0.39% Q3 2026 Oct 29, 2026
Strategic Blueprint, LLC History Added to 28,428 118 0.01% 0.01% 97 +5,720 25.19% Q3 2026 Oct 22, 2026
Brevan Howard Capital Management LP History No change 21,779 113 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 26,855 112 0.0% 0.0% 99 +12,404 85.83% Q3 2026 Nov 02, 2026
MAI Capital Management History No change 21,127 110 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 21,270 110 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 20,990 109 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Boyce & Associates Wealth Consulting, Inc. History No change 25,966 108 0.07% 0.09% 103 0 0.0% Q3 2026 Oct 13, 2026
Savant Capital, LLC History No change 20,126 104 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 10, 2026
O'ROURKE & COMPANY, Inc History No change 20,005 104 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 25,000 104 0.0% 0.01% 106 0 0.0% Q3 2026 Oct 26, 2026
Jain Global LLC History No change 19,400 101 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 18,247 95 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 17,519 91 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History Reduced 20,729 86 0.0% 0.0% 110 -3,284 -13.68% Q3 2026 Oct 23, 2026
Cresset Asset Management, LLC History No change 16,126 84 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 15,517 80 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 15,233 79 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 14,930 77 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 14,905 77 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 13,994 72 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
ProShare Advisors LLC History Reduced 16,047 66 0.0% 0.0% 117 -691 -4.13% Q3 2026 Oct 28, 2026
Concurrent Investment Advisors, LLC History Added to 15,459 64 0.0% 0.0% 119 +3,559 29.91% Q3 2026 Oct 16, 2026
Catalyst Funds Management Pty Ltd History No change 12,300 64 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,921 62 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 23, 2026
Corient Private Wealth LP History No change 12,000 62 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 27, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 11,113 57 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 31, 2026
IHT Wealth Management, LLC History No change 11,030 57 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 10,559 55 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 10,136 52 0.0% 0.0% 125 0 0.0% Q2 2026 Oct 27, 2026
XPONANCE LLC History Added to 12,224 50 0.0% 0.0% 126 +71 0.58% Q3 2026 Nov 03, 2026
Laurion Capital Management LP History New 11,367 47 0.0% — 127 +11,367 New Q3 2026 Oct 30, 2026
Tower Research Capital LLC (TRC) History No change 8,816 45 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History Reduced 10,679 44 0.0% 0.0% 129 -630 -5.57% Q3 2026 Nov 03, 2026
ROYAL BANK OF CANADA History No change 8,200 43 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Legacy Bridge, LLC History Reduced 10,000 41 0.01% 0.04% 131 -16,900 -62.83% Q3 2026 Oct 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 10,000 41 0.01% 0.01% 132 0 0.0% Q3 2026 Oct 19, 2026
Arax Advisory Partners History No change 7,802 40 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 7,629 39 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 7,520 39 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
STANCE CAPITAL LLC History No change 5,980 31 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History New 6,598 27 0.0% — 137 +6,598 New Q3 2026 Oct 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,100 26 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,370 17 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,317 17 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 3,000 15 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 3,309 13 0.0% 0.0% 142 +2,298 227.3% Q3 2026 Oct 08, 2026
FEDERATED HERMES, INC. History No change 2,489 12 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 2,472 10 0.0% 0.0% 144 -104 -4.04% Q3 2026 Oct 22, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,737 9 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 24, 2026
EverSource Wealth Advisors, LLC History No change 769 4 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 710 3 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 637 3 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 701 3 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History New 500 2 0.0% — 153 +500 New Q3 2026 Oct 16, 2026
GAMMA Investing LLC History Added to 531 2 0.0% 0.0% 152 +318 149.3% Q3 2026 Oct 08, 2026
HARBOUR INVESTMENTS, INC. History No change 555 2 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 500 2 0.0% 0.0% 151 0 0.0% Q3 2026 Oct 30, 2026
SBI Securities Co., Ltd. History Reduced 266 1 0.0% 0.0% 155 -300 -53.0% Q3 2026 Oct 21, 2026
Steward Partners Investment Advisory, LLC History No change 321 1 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 325 1 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 14, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -110,000 -100.0% Q3 2026 Oct 16, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.0% — -26,219 -100.0% Q3 2026 Oct 16, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -11,250 -100.0% Q3 2026 Oct 23, 2026
Bell Investment Advisors, Inc History New 161 0 — — — +161 New Q3 2026 Oct 28, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — — — -113 -100.0% Q3 2026 Oct 13, 2026
True Wealth Design, LLC History Closed out 0 0 — — — -60 -100.0% Q3 2026 Oct 13, 2026
Parallel Advisors, LLC History Added to 61 0 — — — +47 335.71% Q3 2026 Nov 03, 2026
Ascentis Wealth Management, LLC History New 39 0 — — — +39 New Q3 2026 Nov 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — — — -25 -100.0% Q3 2026 Nov 02, 2026
Essential Partners LLC History Closed out 0 0 — — — -9 -100.0% Q3 2026 Oct 14, 2026
SJS Investment Consulting Inc. History Added to 25 0 — — — +5 25.0% Q3 2026 Oct 26, 2026
US BANCORP \DE\ History No change 108 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History No change 200 0 — 0.0% — 0 0.0% Q3 2026 Oct 09, 2026
C M BIDWELL & ASSOCIATES LTD History No change 93 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 52 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Rockefeller Capital Management L.P. History No change 59 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 226 0 — 0.0% — 0 0.0% Q3 2026 Oct 08, 2026
Rialto Wealth Management, LLC History No change 179 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Fourth Dimension Wealth, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Signature Equity Partners, LLC History No change 200 0 — 0.0% — 0 0.0% Q3 2026 Oct 29, 2026