IRADIMED CORP - IRMD

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
BlackRock, Inc. History Reduced 1,001,999 97,474 0.0% 0.0% 1 -13,877 -1.37% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 560,048 54,481 0.0% 0.0% 2 -6,459 -1.14% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 456,412 44,399 0.07% 0.05% 3 -32,350 -6.62% Q4 2025 Feb 12, 2026
Nine Ten Capital Management LLC History Reduced 428,477 41,682 13.2% 14.15% 4 -342,907 -44.45% Q4 2025 Feb 17, 2026
Copeland Capital Management, LLC History Reduced 412,550 40,132 0.9% 0.64% 5 -20,950 -4.83% Q4 2025 Jan 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History New 333,229 32,416 0.09% 6 +333,229 New Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 261,965 25,487 0.0% 0.0% 7 -4,374 -1.64% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 217,129 21,122 0.0% 0.0% 8 +2,578 1.2% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 205,227 19,964 0.0% 0.0% 9 +55,426 37.0% Q4 2025 Mar 25, 2026
STATE STREET CORP History Added to 192,952 18,770 0.0% 0.0% 10 +5,713 3.05% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 149,451 14,529 0.02% 0.02% 11 +4,173 2.87% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 134,731 13,106 0.0% 0.0% 12 +7,529 5.92% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 132,045 12,845 0.0% 0.0% 13 -5,454 -3.97% Q4 2025 Feb 17, 2026
Ranger Investment Management, L.P. History Reduced 111,470 10,843 0.74% 0.59% 14 -8,150 -6.81% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 109,185 10,621 0.01% 0.01% 15 +5,591 5.4% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 85,660 8,333 0.13% 0.06% 16 +34,863 68.63% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 85,531 8,320 0.0% 0.0% 17 -17,701 -17.15% Q4 2025 Feb 10, 2026
Bridge City Capital, LLC History Added to 70,854 6,892 2.03% 1.13% 18 +11,509 19.39% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 70,391 6,848 0.01% 0.01% 19 +33,072 88.62% Q4 2025 Jan 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 68,220 6,636 0.0% 0.0% 20 -268 -0.39% Q4 2025 Feb 13, 2026
FMR LLC History Added to 66,732 6,491 0.0% 0.0% 21 +46,274 226.19% Q4 2025 Feb 17, 2026
Uniplan Investment Counsel, Inc. History Reduced 65,695 6,390 0.64% 0.54% 22 -11,619 -15.03% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 64,914 6,314 0.01% 0.01% 23 +11,267 21.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 63,424 6,169 0.0% 0.0% 24 -3,596 -5.37% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 63,396 6,167 0.01% 0.0% 25 +39,368 163.84% Q4 2025 Feb 13, 2026
SHAKER INVESTMENTS LLC/OH History Reduced 62,245 6,055 2.52% 1.8% 26 -954 -1.51% Q4 2025 Jan 30, 2026
Qube Research & Technologies Ltd History Added to 60,958 5,929 0.01% 0.0% 27 +4,132 7.27% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 55,758 5,424 0.0% 0.0% 28 +16,731 42.87% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History Added to 55,639 5,413 0.0% 0.0% 29 +5,535 11.05% Q4 2025 Feb 19, 2026
Informed Momentum Co LLC History New 55,106 5,360 0.6% 30 +55,106 New Q4 2025 Feb 12, 2026
ISTHMUS PARTNERS, LLC History Reduced 50,611 4,923 0.55% 0.93% 31 -8,129 -13.84% Q4 2025 Feb 05, 2026
TWO SIGMA ADVISERS, LP History Added to 42,400 4,124 0.01% 0.01% 32 +7,100 20.11% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 42,390 4,123 0.01% 0.0% 33 +2,216 5.52% Q4 2025 Feb 17, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 37,962 3,692 0.22% 0.18% 34 -1,028 -2.64% Q4 2025 Jan 23, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 36,993 3,598 0.2% 0.17% 35 -6,600 -15.14% Q4 2025 Feb 17, 2026
Liontrust Investment Partners LLP History Reduced 36,471 3,547 0.05% 0.04% 36 -1,315 -3.48% Q4 2025 Feb 17, 2026
Ballast Asset Management, LP History Reduced 36,237 3,525 1.67% 1.22% 37 -1,218 -3.25% Q4 2025 Feb 09, 2026
Invesco Ltd. History Added to 35,131 3,417 0.0% 0.0% 38 +29,010 473.94% Q4 2025 Feb 19, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 33,748 3,288 0.0% 0.0% 39 -7,794 -18.76% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 32,778 3,188 0.0% 40 +32,778 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 31,177 3,032 0.01% 3.09% 41 +21,817 233.09% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 30,311 2,948 0.0% 0.0% 42 +9,888 48.42% Q4 2025 Feb 17, 2026
Camarda Financial Advisors, LLC History New 28,874 2,808 1.07% 43 +28,874 New Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 28,198 2,743 0.0% 0.0% 44 -568 -1.97% Q4 2025 Feb 13, 2026
Aristides Capital LLC History Added to 27,734 2,697 0.48% 0.27% 45 +1,309 4.95% Q4 2025 Feb 26, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 26,891 2,615 0.01% 0.01% 46 -1,568 -5.51% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Added to 26,570 2,584 0.01% 0.01% 47 +6,783 34.28% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 26,079 2,536 0.0% 0.0% 48 -486 -1.83% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 25,946 2,524 0.01% 0.01% 49 -4,369 -14.41% Q4 2025 Jan 28, 2026
BARCLAYS PLC History Added to 25,849 2,514 0.0% 0.0% 50 +1,862 7.76% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 25,842 2,513 0.02% 0.02% 51 0 0.0% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 25,219 2,453 0.0% 0.0% 52 -3,765 -12.99% Q4 2025 Feb 12, 2026
Nuveen, LLC History No change 23,362 2,272 0.0% 0.0% 53 0 0.0% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 21,985 2,138 0.0% 0.0% 54 +596 2.79% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 21,698 2,110 0.0% 0.0% 55 +14,398 197.23% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 21,559 2,103 0.0% 0.0% 56 +3,468 19.17% Q4 2025 Mar 20, 2026
Conestoga Capital Advisors, LLC History Reduced 21,215 2,063 0.03% 0.03% 57 -6,160 -22.5% Q4 2025 Feb 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 20,995 2,042 0.0% 0.0% 58 +13,945 197.8% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 20,363 1,980 0.0% 0.0% 59 -19,998 -49.55% Q4 2025 Feb 06, 2026
Jump Financial, LLC History Added to 18,317 1,781 0.02% 0.01% 60 +11,217 157.99% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History New 17,256 1,678 0.01% 61 +17,256 New Q4 2025 Feb 18, 2026
ALBERT D MASON INC History No change 17,021 1,655 1.09% 0.79% 62 0 0.0% Q4 2025 Jan 13, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 17,000 1,653 0.1% 0.07% 63 0 0.0% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 16,968 1,650 0.0% 0.0% 64 -8,465 -33.28% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History New 16,384 1,593 0.03% 65 +16,384 New Q4 2025 Feb 03, 2026
Swiss National Bank History Added to 16,300 1,585 0.0% 0.0% 66 +500 3.16% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 15,889 1,545 0.0% 0.0% 68 +2,524 18.89% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 15,888 1,545 0.0% 0.0% 67 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 15,828 1,539 0.0% 0.0% 69 +4,480 39.48% Q4 2025 Feb 11, 2026
GLOBEFLEX CAPITAL L P History No change 15,546 1,512 0.23% 0.17% 70 0 0.0% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 14,875 1,447 0.0% 0.0% 71 +2,595 21.13% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 13,592 1,322 0.0% 0.0% 72 +631 4.87% Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 12,870 1,251 0.03% 0.02% 73 -149 -1.14% Q4 2025 Feb 13, 2026
Ellsworth Advisors, LLC History Reduced 11,812 1,211 0.24% 0.19% 74 -186 -1.55% Q4 2025 Jan 16, 2026
JPMORGAN CHASE & CO History Reduced 12,444 1,210 0.0% 0.0% 75 -11,280 -47.55% Q4 2025 Feb 11, 2026
GSA CAPITAL PARTNERS LLP History Reduced 11,134 1,083 0.09% 0.08% 76 -2,651 -19.23% Q4 2025 Feb 06, 2026
Point72 Asset Management, L.P. History Reduced 10,982 1,068 0.0% 0.0% 77 -228 -2.03% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History Reduced 10,788 1,049 0.0% 0.0% 78 -668 -5.83% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History New 10,516 1,027 0.05% 79 +10,516 New Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 10,284 1,000 0.0% 0.0% 80 +140 1.38% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 10,110 983 0.0% 0.0% 81 +6,060 149.63% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 9,696 943 0.0% 0.0% 82 +4,009 70.49% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 9,262 901 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 8,684 844 0.0% 84 +8,684 New Q4 2025 Feb 13, 2026
Legato Capital Management LLC History Reduced 8,677 844 0.07% 0.1% 85 -4,123 -32.21% Q4 2025 Feb 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 8,487 825 0.0% 0.0% 86 +2,560 43.19% Q4 2025 Feb 02, 2026
CIM, LLC History Reduced 8,314 808 0.11% 0.09% 87 -890 -9.67% Q4 2025 Feb 18, 2026
Legal & General Group Plc History Reduced 7,978 776 0.0% 0.0% 88 -2,032 -20.3% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 7,938 772 0.0% 0.0% 89 -740 -8.53% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 7,393 719 0.02% 0.0% 90 +5,084 220.18% Q4 2025 Feb 10, 2026
Summit Global Investments History Reduced 7,082 689 0.04% 0.03% 91 -57 -0.8% Q4 2025 Feb 18, 2026
STRS OHIO History Reduced 6,900 671 0.0% 0.0% 92 -1,900 -21.59% Q4 2025 Feb 02, 2026
CITIGROUP INC History Added to 6,756 657 0.0% 0.0% 93 +3,516 108.52% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 6,573 639 0.01% 0.01% 94 +1,515 29.95% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 6,498 632 0.0% 95 +6,498 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 6,483 630 0.0% 0.0% 96 +1,394 27.39% Q4 2025 Feb 10, 2026
ALPS ADVISORS INC History Added to 6,453 627 0.0% 0.0% 97 +51 0.8% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Added to 6,347 617 0.0% 0.0% 98 +3,018 90.66% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 6,309 613 0.0% 99 +6,309 New Q4 2025 Feb 13, 2026
Baader Bank Aktiengesellschaft History New 6,122 594 0.04% 101 +6,122 New Q4 2025 Feb 05, 2026
Verition Fund Management LLC History Reduced 6,116 594 0.0% 0.0% 100 -3,512 -36.48% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 5,879 571 0.0% 0.0% 102 +577 10.88% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 5,856 569 0.0% 103 +5,856 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 5,824 566 0.0% 0.0% 104 +267 4.8% Q4 2025 Jan 27, 2026
Creative Planning History Added to 5,701 554 0.0% 0.0% 105 +1,280 28.95% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 5,451 530 0.0% 0.0% 106 +51 0.94% Q4 2025 Feb 17, 2026
AVIVA PLC History New 5,340 519 0.0% 107 +5,340 New Q4 2025 Feb 12, 2026
Granahan Investment Management, LLC History Reduced 4,892 475 0.02% 0.02% 108 -1,723 -26.05% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 4,865 473 0.0% 0.0% 109 +61 1.27% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 4,782 466 0.0% 0.0% 110 +458 10.59% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 4,733 460 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 12, 2026
FourThought Financial Partners, LLC History New 4,607 448 0.04% 112 +4,607 New Q4 2025 Feb 06, 2026
Trexquant Investment LP History New 4,320 420 0.0% 113 +4,320 New Q4 2025 Feb 17, 2026
Silver Coast Investments LLC History Reduced 4,291 417 0.14% 0.11% 114 -59 -1.36% Q4 2025 Jan 27, 2026
BESSEMER GROUP INC History Reduced 4,274 416 0.0% 0.0% 115 -50 -1.16% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Reduced 4,262 414 0.01% 0.01% 116 -439 -9.34% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History New 4,239 412 0.0% 117 +4,239 New Q4 2025 Feb 11, 2026
Aquatic Capital Management LLC History Added to 4,233 411 0.01% 0.0% 118 +2,128 101.09% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History New 3,998 388 0.0% 119 +3,998 New Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 3,986 387 0.0% 0.0% 120 -119 -2.9% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History New 3,928 382 0.01% 121 +3,928 New Q4 2025 Jan 21, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 3,761 365 0.0% 0.0% 122 +36 0.97% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 3,698 359 0.01% 123 +3,698 New Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 3,503 340 0.0% 124 +3,503 New Q4 2025 Feb 17, 2026
SIT INVESTMENT ASSOCIATES INC History No change 3,450 336 0.41% 0.0% 125 0 0.0% Q4 2025 Feb 25, 2026
Susquehanna Portfolio Strategies, LLC History New 3,354 326 0.01% 126 +3,354 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,202 311 0.0% 0.0% 127 -94,982 -96.74% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 3,120 303 0.0% 0.0% 128 -646 -17.15% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History New 3,095 301 0.0% 130 +3,095 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 3,100 301 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 17, 2026
Riverwater Partners LLC History No change 3,064 298 0.12% 0.09% 131 0 0.0% Q4 2025 Feb 12, 2026
R Squared Ltd History Reduced 2,935 285 0.13% 0.13% 132 -1,395 -32.22% Q4 2025 Jan 30, 2026
SAWGRASS ASSET MANAGEMENT LLC History New 2,714 264 0.03% 133 +2,714 New Q4 2025 Feb 09, 2026
9823 Capital, L.P. History New 2,703 262 0.18% 134 +2,703 New Q4 2025 Feb 17, 2026
HM PAYSON & CO History Added to 2,693 261 0.0% 0.0% 135 +23 0.86% Q4 2025 Feb 12, 2026
Cerity Partners LLC History New 2,679 260 0.0% 136 +2,679 New Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,649 257 0.0% 137 +2,649 New Q4 2025 Feb 13, 2026
JAMES INVESTMENT RESEARCH, INC. History New 2,454 238 0.03% 138 +2,454 New Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History New 2,430 236 0.0% 139 +2,430 New Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History New 2,400 233 0.0% 140 +2,400 New Q4 2025 Jan 12, 2026
AXQ CAPITAL, LP History New 2,334 227 0.05% 141 +2,334 New Q4 2025 Feb 10, 2026
Arizona State Retirement System History New 2,312 224 0.0% 143 +2,312 New Q4 2025 Jan 28, 2026
Cornerstone Investment Partners, LLC History New 2,303 224 0.01% 142 +2,303 New Q4 2025 Jan 29, 2026
Yorktown Management & Research Co Inc History New 2,250 218 0.17% 144 +2,250 New Q4 2025 Jan 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 2,240 217 0.0% 145 +2,240 New Q4 2025 Feb 12, 2026
Ballentine Partners, LLC History New 2,172 211 0.0% 146 +2,172 New Q4 2025 Feb 03, 2026
COMERICA BANK History Reduced 2,096 203 0.0% 0.0% 147 -145 -6.47% Q4 2025 Jan 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,056 200 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,000 194 0.0% 0.0% 149 -170 -7.83% Q4 2025 Feb 09, 2026
Kemnay Advisory Services Inc. History New 1,909 185 0.03% 150 +1,909 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 1,900 184 0.0% 0.0% 151 +1,239 187.44% Q4 2025 Jan 23, 2026
KLP KAPITALFORVALTNING AS History Reduced 1,800 175 0.0% 0.0% 152 -300 -14.29% Q4 2025 Jan 28, 2026
VIRTUS ADVISERS, LLC History No change 1,650 160 0.08% 0.06% 153 0 0.0% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 1,500 145 0.0% 154 +1,500 New Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History No change 1,400 136 0.0% 0.0% 155 0 0.0% Q4 2025 Feb 12, 2026
Spire Wealth Management History No change 1,000 97 0.0% 0.0% 156 0 0.0% Q4 2025 Jan 14, 2026
State of Wyoming History Reduced 933 90 0.01% 0.01% 157 -75 -7.44% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History New 877 85 0.0% 158 +877 New Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 841 81 0.01% 160 +841 New Q4 2025 Feb 13, 2026
USA FINANCIAL FORMULAS History New 840 81 0.01% 159 +840 New Q4 2025 Jan 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 813 79 0.0% 0.0% 161 -30 -3.56% Q4 2025 Feb 17, 2026
NKCFO LLC History Reduced 790 77 0.02% 0.03% 162 -560 -41.48% Q4 2025 Feb 02, 2026
Ameritas Investment Partners, Inc. History No change 721 70 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 657 64 0.0% 0.0% 164 +107 19.45% Q4 2025 Jan 26, 2026
AlphaQuest LLC History Reduced 526 51 0.0% 0.01% 165 -825 -61.07% Q4 2025 Feb 09, 2026
US BANCORP \DE\ History Reduced 506 49 0.0% 0.0% 166 -30 -5.6% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 445 43 0.0% 0.0% 167 +397 827.08% Q4 2025 Jan 23, 2026
SIMPLEX TRADING, LLC History Added to 432 42 0.0% 0.0% 168 +77 21.69% Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 402 39 0.03% 0.02% 169 0 0.0% Q4 2025 Feb 05, 2026
Larson Financial Group LLC History Added to 384 37 0.0% 0.0% 170 +23 6.37% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 351 34 0.0% 0.0% 171 -118 -25.16% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Reduced 307 29 0.0% 0.0% 172 -1 -0.32% Q4 2025 Feb 09, 2026
AMALGAMATED BANK History Reduced 256 25 0.0% 0.0% 174 -22 -7.91% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 258 25 0.0% 0.0% 173 -6 -2.27% Q4 2025 Feb 06, 2026
Key FInancial Inc History No change 225 21 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History New 215 20 0.0% 176 +215 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 203 19 0.0% 0.0% 177 -24 -10.57% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History No change 190 18 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 168 16 0.0% 0.0% 179 +79 88.76% Q4 2025 Feb 12, 2026
Retirement Wealth Solutions LLC History No change 157 15 0.01% 0.01% 180 0 0.0% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History Added to 153 14 0.0% 0.0% 181 +15 10.87% Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Reduced 142 13 0.0% 0.0% 182 -248 -63.59% Q4 2025 Feb 17, 2026
Davidson Capital Management Inc. History New 127 12 0.0% 186 +127 New Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History New 125 12 0.0% 185 +125 New Q4 2025 Mar 16, 2026
EverSource Wealth Advisors, LLC History Added to 132 12 0.0% 0.0% 184 +65 97.01% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History No change 124 12 0.0% 0.0% 183 0 0.0% Q4 2025 Jan 27, 2026
Versant Capital Management, Inc History No change 104 10 0.0% 0.0% 187 0 0.0% Q4 2025 Jan 08, 2026
WPG Advisers, LLC History No change 89 8 0.01% 0.0% 188 0 0.0% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 73 7 0.0% 0.0% 190 +7 10.61% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 77 7 0.0% 0.0% 189 +4 5.48% Q4 2025 Jan 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 63 6 0.0% 0.0% 191 -1 -1.56% Q4 2025 Jan 20, 2026
Sterling Capital Management LLC History Added to 56 5 0.0% 0.0% 193 +36 180.0% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 54 5 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 47 4 0.0% 195 +47 New Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History No change 49 4 0.0% 0.0% 194 0 0.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Reduced 38 3 0.0% 0.0% 198 -10 -20.83% Q4 2025 Feb 17, 2026
ASSETMARK, INC History No change 38 3 0.0% 0.0% 196 0 0.0% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History No change 32 3 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 03, 2026
GAMMA Investing LLC History No change 33 3 0.0% 0.0% 199 0 0.0% Q4 2025 Jan 05, 2026
Colonial Trust Advisors History New 25 2 0.0% 201 +25 New Q4 2025 Feb 12, 2026
Marquette Asset Management, LLC History Added to 30 2 0.0% 0.0% 200 +6 25.0% Q4 2025 Jan 16, 2026
Covestor Ltd History Reduced 18 2 0.0% 0.0% 202 -5 -21.74% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 14 1 0.0% 0.0% 206 -131 -90.34% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 14 1 0.0% 204 +14 New Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Reduced 13 1 0.0% 0.0% 205 -14 -51.85% Q4 2025 Jan 20, 2026
MidFirst Bank History New 13 1 0.0% 207 +13 New Q4 2025 Feb 25, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 14 1 0.0% 0.0% 203 -1 -6.67% Q4 2025 Jan 07, 2026
Grandeur Peak Global Advisors, LLC History Closed out 0 0 0.14% -15,036 -100.0% Q3 2025 Nov 14, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -10,256 -100.0% Q3 2025 Nov 14, 2025
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -5,982 -100.0% Q3 2025 Nov 13, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -3,918 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.14% -3,608 -100.0% Q3 2025 Nov 17, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -3,234 -100.0% Q3 2025 Nov 13, 2025
Quarry LP History Reduced 1 0 0.01% -568 -99.82% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Closed out 0 0 0.0% -365 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -150 -100.0% Q3 2025 Nov 03, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -135 -100.0% Q3 2025 Nov 18, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 12, 2025
Altshuler Shaham Ltd History Closed out 0 0 0.0% -60 -100.0% Q3 2025 Nov 13, 2025
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -18 -100.0% Q3 2025 Nov 12, 2025
HARBOUR INVESTMENTS, INC. History Closed out 0 0 0.0% -17 -100.0% Q3 2025 Nov 12, 2025
MAI Capital Management History New 7 0 +7 New Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History New 5 0 +5 New Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History New 3 0 +3 New Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History New 3 0 +3 New Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History New 2 0 +2 New Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
DecisionPoint Financial, LLC History No change 9 0 0 0.0% Q4 2025 Jan 29, 2026
True Wealth Design, LLC History No change 9 0 0 0.0% Q4 2025 Jan 08, 2026