Limbach Holdings, Inc. - LMB

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
BlackRock, Inc. History Added to 1,078,187 83,936 0.0% 0.0% 1 +97,426 9.93% Q4 2025 Feb 12, 2026
WASATCH ADVISORS LP History New 997,394 77,647 0.46% 2 +997,394 New Q4 2025 Feb 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 790,632 61,550 0.11% 0.14% 3 +55,511 7.55% Q4 2025 Feb 05, 2026
Capital International Investors History No change 645,288 50,235 0.01% 0.01% 4 0 0.0% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Reduced 619,178 48,203 0.0% 0.0% 5 -6,848 -1.09% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 605,135 47,109 0.0% 0.0% 6 -27,661 -4.37% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 442,173 34,423 0.03% 0.02% 7 +117,035 36.0% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Added to 335,663 26,131 0.26% 0.18% 8 +152,956 83.72% Q4 2025 Feb 09, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Added to 318,238 24,774 2.05% 1.01% 9 +191,685 151.47% Q4 2025 Feb 11, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Added to 311,343 24,238 3.76% 5.0% 10 +5 0.0% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 270,934 21,096 0.0% 0.0% 11 -1,420 -0.52% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 261,651 20,369 0.0% 0.01% 12 -18,211 -6.51% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 233,484 18,176 0.0% 0.0% 13 -1,044 -0.45% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 216,518 16,855 0.0% 0.0% 14 +18,673 9.44% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 205,464 15,995 0.03% 0.05% 15 -56,511 -21.57% Q4 2025 Mar 16, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 177,081 13,785 0.19% 0.13% 16 +74,202 72.13% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Reduced 163,462 12,725 0.02% 0.03% 17 -7,552 -4.42% Q4 2025 Feb 05, 2026
Clearbridge Investments, LLC History Reduced 133,311 10,378 0.01% 0.01% 18 -2,326 -1.71% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 127,271 9,908 0.02% 0.03% 19 -68,700 -35.06% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 124,714 9,708 0.0% 0.0% 20 -13,382 -9.69% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 123,640 9,625 0.0% 0.0% 21 -39,394 -24.16% Q4 2025 Mar 25, 2026
Makaira Partners LLC History Added to 102,239 7,959 6.22% 2.61% 22 +50,000 95.71% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 98,206 7,645 0.0% 0.0% 23 +22,505 29.73% Q4 2025 Feb 17, 2026
Granite Investment Partners, LLC History Reduced 91,697 7,138 0.42% 0.54% 24 -6,061 -6.2% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 88,756 6,909 0.0% 0.0% 25 -1,362 -1.51% Q4 2025 Feb 13, 2026
Polar Asset Management Partners Inc. History New 86,788 6,756 0.09% 26 +86,788 New Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Added to 77,354 6,022 0.01% 0.01% 27 +374 0.49% Q4 2025 Feb 12, 2026
RENAISSANCE GROUP LLC History New 66,420 5,170 0.21% 28 +66,420 New Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Added to 61,053 4,752 0.01% 0.0% 29 +50,118 458.33% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 60,874 4,739 0.0% 0.0% 30 +11,644 23.65% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 59,771 4,653 0.0% 0.0% 31 +7,210 13.72% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 55,132 4,292 0.0% 0.0% 32 -10,243 -15.67% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 55,122 4,291 0.03% 0.04% 33 0 0.0% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 49,758 3,873 0.0% 0.0% 34 +4,455 9.83% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 47,921 3,730 0.0% 0.0% 35 +29,190 155.84% Q4 2025 Feb 13, 2026
Ranger Investment Management, L.P. History Reduced 43,612 3,395 0.23% 0.32% 36 -3,190 -6.82% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 42,153 3,281 0.0% 0.0% 37 +8,715 26.06% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 41,893 3,260 0.01% 0.01% 38 -34,828 -45.4% Q4 2025 Feb 10, 2026
ISTHMUS PARTNERS, LLC History Added to 40,618 3,162 0.35% 0.74% 39 +6,047 17.49% Q4 2025 Feb 05, 2026
F/m Investments LLC History Reduced 40,212 3,130 0.12% 0.15% 40 -1,067 -2.58% Q4 2025 Feb 03, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Reduced 38,381 2,987 0.21% 1.1% 41 -117,020 -75.3% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 36,481 2,840 0.0% 0.0% 42 +3,882 11.91% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 33,364 2,597 0.0% 0.0% 43 +3,684 12.41% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 32,817 2,554 0.01% 0.01% 44 +14,315 77.37% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 30,395 2,366 0.0% 0.0% 45 +10,193 50.46% Q4 2025 Feb 17, 2026
Expect Equity LLC History Added to 28,511 2,219 2.14% 1.36% 46 +14,169 98.79% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 27,461 2,137 0.0% 0.0% 47 -718 -2.55% Q4 2025 Feb 12, 2026
Turas Capital Management LP History New 27,393 2,132 0.71% 48 +27,393 New Q4 2025 Feb 17, 2026
Caption Management, LLC History No change 26,400 2,055 0.01% 0.02% 49 0 0.0% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Reduced 24,673 1,920 0.02% 0.03% 50 -12,748 -34.07% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 23,135 1,801 0.0% 0.0% 51 -10,721 -31.67% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 22,018 1,714 0.0% 0.0% 52 +5,314 31.81% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History No change 21,913 1,706 0.0% 0.0% 53 0 0.0% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 21,800 1,697 0.0% 0.0% 54 +400 1.87% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 19,847 1,545 0.0% 0.0% 55 -144,942 -87.96% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 19,169 1,492 0.0% 0.0% 56 0 0.0% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 18,758 1,460 0.0% 0.0% 57 -266 -1.4% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 17,916 1,394 0.0% 58 +17,916 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 17,068 1,328 0.0% 0.0% 59 +1,263 7.99% Q4 2025 Feb 13, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 17,041 1,326 0.25% 0.34% 60 -1,534 -8.26% Q4 2025 Jan 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 16,864 1,312 0.01% 0.01% 61 -4,609 -21.46% Q4 2025 Feb 11, 2026
Knights of Columbus Asset Advisors LLC History Reduced 16,809 1,308 0.07% 0.1% 62 -527 -3.04% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 15,432 1,201 0.0% 63 +15,432 New Q4 2025 Feb 13, 2026
CAXTON ASSOCIATES LLP History Added to 15,104 1,175 0.02% 0.01% 64 +11,480 316.78% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 14,881 1,158 0.0% 65 +14,881 New Q4 2025 Feb 17, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 14,597 1,136 0.44% 0.56% 66 0 0.0% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 14,460 1,125 0.0% 0.0% 67 -2,073 -12.54% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 13,417 1,044 0.0% 0.0% 68 -245,211 -94.81% Q4 2025 Feb 19, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 13,293 1,034 0.0% 0.0% 69 +1,805 15.71% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 12,539 976 0.0% 0.0% 70 +5,888 88.53% Q4 2025 Feb 10, 2026
Man Group plc History Added to 12,483 971 0.0% 0.0% 71 +9,972 397.13% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 11,703 911 0.0% 0.0% 72 -1,310 -10.07% Q4 2025 Feb 18, 2026
Concentric Capital Strategies, LP History New 10,852 844 0.04% 73 +10,852 New Q4 2025 Feb 17, 2026
PFG Advisors History Added to 10,355 806 0.04% 0.03% 74 +2,084 25.2% Q4 2025 Jan 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 10,327 803 0.0% 0.0% 75 -10 -0.1% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,240 797 0.0% 0.0% 76 0 0.0% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 10,153 790 0.0% 0.0% 77 -1,136 -10.06% Q4 2025 Feb 09, 2026
AllGen Financial Advisors, Inc. History No change 9,565 744 0.18% 0.23% 78 0 0.0% Q4 2025 Jan 22, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 9,269 721 0.01% 0.02% 79 -51 -0.55% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 9,200 716 0.0% 0.0% 80 -3,009 -24.65% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 9,182 714 0.0% 0.0% 81 +566 6.57% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 8,623 672 0.0% 0.0% 82 -643 -6.94% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 8,143 633 0.0% 0.0% 83 -4,665 -36.42% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 8,004 623 0.02% 0.02% 84 +4,187 109.69% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,756 603 0.0% 0.0% 85 -1,396 -15.25% Q4 2025 Jan 28, 2026
MetLife Investment Management, LLC History No change 6,184 481 0.0% 0.0% 86 0 0.0% Q4 2025 Feb 12, 2026
LPL Financial LLC History Reduced 6,044 470 0.0% 0.0% 87 -6,476 -51.73% Q4 2025 Feb 11, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 6,000 467 0.08% 0.11% 88 0 0.0% Q4 2025 Jan 15, 2026
CITIGROUP INC History Added to 5,914 460 0.0% 0.0% 89 +3,419 137.03% Q4 2025 Feb 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 5,892 458 0.0% 0.0% 91 -9,848 -62.57% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 5,894 458 0.0% 0.0% 90 -310 -5.0% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 5,772 449 0.0% 0.0% 92 -455 -7.31% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 5,555 432 0.03% 0.04% 93 +673 13.79% Q4 2025 Jan 20, 2026
Cetera Investment Advisers History Added to 5,360 417 0.0% 0.0% 94 +2,250 72.35% Q4 2025 Feb 17, 2026
SATURNA CAPITAL CORP History No change 5,145 400 0.01% 0.01% 95 0 0.0% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History No change 5,100 397 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History New 5,095 396 0.01% 97 +5,095 New Q4 2025 Feb 11, 2026
ALGERT GLOBAL LLC History New 4,900 381 0.01% 98 +4,900 New Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 4,895 381 0.0% 0.0% 99 -34 -0.69% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 4,832 376 0.0% 100 +4,832 New Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 4,825 375 0.01% 0.01% 101 0 0.0% Q4 2025 Feb 17, 2026
Empowered Funds, LLC History No change 4,825 375 0.01% 0.0% 102 0 0.0% Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 4,790 372 0.0% 0.0% 103 -9,026 -65.33% Q4 2025 Feb 17, 2026
Freestone Grove Partners LP History New 4,572 355 0.0% 104 +4,572 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 4,500 350 0.0% 0.0% 105 -2,700 -37.5% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 4,410 343 0.0% 0.0% 106 +1,721 64.0% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History No change 4,297 334 0.02% 0.03% 107 0 0.0% Q4 2025 Feb 18, 2026
Creative Planning History Reduced 4,285 333 0.0% 0.0% 108 -552 -11.41% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 4,200 326 0.0% 0.0% 109 +343 8.89% Q4 2025 Feb 13, 2026
D'Orazio & Associates, Inc. History Reduced 4,104 319 0.04% 0.05% 110 -6 -0.15% Q4 2025 Feb 04, 2026
GLENMEDE TRUST CO NA History New 3,967 308 0.0% 111 +3,967 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 3,959 308 0.0% 0.0% 112 -1,502 -27.5% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 3,895 303 0.0% 0.0% 113 0 0.0% Q4 2025 Feb 12, 2026
NAVELLIER & ASSOCIATES INC History Reduced 3,678 286 0.03% 0.06% 114 -2,111 -36.47% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 3,298 256 0.0% 0.0% 115 +140 4.43% Q4 2025 Feb 17, 2026
Cassilly Financial Group LLC History New 3,220 250 0.22% 116 +3,220 New Q4 2025 Jan 15, 2026
Integrated Quantitative Investments LLC History Reduced 3,200 249 0.05% 0.09% 117 -8 -0.25% Q4 2025 Feb 12, 2026
Keebeck Wealth Management History New 3,179 247 0.03% 118 +3,179 New Q4 2025 Feb 17, 2026
Accurate Wealth Management, LLC History Added to 3,065 240 0.03% 0.04% 119 +65 2.17% Q4 2025 Jan 14, 2026
Arizona State Retirement System History Reduced 3,081 239 0.0% 0.0% 120 -168 -5.17% Q4 2025 Jan 28, 2026
Stokes Family Office, LLC History New 2,940 228 0.02% 121 +2,940 New Q4 2025 Feb 18, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,933 228 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 2,894 225 0.0% 0.0% 123 -128 -4.24% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Added to 2,873 223 0.01% 0.0% 124 +310 12.1% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Added to 2,877 223 0.01% 0.01% 125 +42 1.48% Q4 2025 Feb 11, 2026
Archford Capital Strategies, LLC History Added to 2,857 222 0.03% 0.03% 126 +1 0.04% Q4 2025 Jan 15, 2026
MML INVESTORS SERVICES, LLC History New 2,776 216 0.0% 127 +2,776 New Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 2,400 186 0.0% 0.0% 128 +300 14.29% Q4 2025 Jan 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 1,927 184 0.0% 129 +1,927 New Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 2,325 181 0.0% 0.0% 130 +695 42.64% Q4 2025 Jan 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,314 180 0.0% 0.0% 131 +119 5.42% Q4 2025 Feb 10, 2026
Caitong International Asset Management Co., Ltd History Added to 1,686 131 0.03% 0.04% 132 +1,129 202.69% Q4 2025 Mar 03, 2026
AlphaQuest LLC History No change 1,588 123 0.01% 0.01% 133 0 0.0% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 1,569 122 0.0% 0.0% 134 -8,634 -84.62% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,445 113 0.0% 135 +1,445 New Q4 2025 Feb 17, 2026
JB CAPITAL PARTNERS LP History No change 20,000 79 0.01% 0.33% 136 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History No change 886 68 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 849 66 0.0% 0.0% 138 -77 -8.32% Q4 2025 Jan 30, 2026
COMERICA BANK History Reduced 790 61 0.0% 0.0% 139 -168 -17.54% Q4 2025 Jan 29, 2026
State of Wyoming History Reduced 624 48 0.01% 0.01% 140 -605 -49.23% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History No change 374 29 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 08, 2026
AMALGAMATED BANK History Reduced 333 26 0.0% 0.0% 142 -21 -5.93% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Reduced 282 21 0.0% 0.0% 143 -1,562 -84.71% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 245 19 0.0% 0.0% 144 -252 -50.7% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History No change 247 19 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History New 229 18 0.0% 146 +229 New Q4 2025 Jan 26, 2026
Covestor Ltd History Reduced 187 15 0.01% 0.03% 147 -295 -61.2% Q4 2025 Feb 06, 2026
MAI Capital Management History Added to 180 14 0.0% 0.0% 149 +64 55.17% Q4 2025 Feb 13, 2026
Smithfield Trust Co History No change 186 14 0.0% 0.0% 148 0 0.0% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 175 13 0.0% 0.0% 150 +111 173.44% Q4 2025 Feb 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 155 12 0.0% 0.0% 151 +39 33.62% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 138 10 0.0% 152 +138 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 113 8 0.0% 0.0% 153 -45 -28.48% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 108 8 0.0% 0.0% 154 -1 -0.92% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History New 102 7 0.0% 158 +102 New Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History New 98 7 0.0% 157 +98 New Q4 2025 Jan 26, 2026
EASTERN BANK History New 96 7 0.0% 156 +96 New Q4 2025 Jan 14, 2026
GAMMA Investing LLC History Reduced 100 7 0.0% 0.0% 159 -29 -22.48% Q4 2025 Jan 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 100 7 0.0% 0.0% 155 +10 11.11% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 87 6 0.0% 0.0% 160 -178 -67.17% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 71 5 0.0% 0.0% 162 +45 173.08% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 75 5 0.0% 0.0% 161 0 0.0% Q4 2025 Jan 20, 2026
WOLFF WIESE MAGANA LLC History Reduced 60 4 0.0% 0.01% 164 -60 -50.0% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Added to 60 4 0.0% 165 +58 2900.0% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History No change 55 4 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 18, 2026
MCF Advisors LLC History Reduced 49 3 0.0% 0.0% 167 -147 -75.0% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 42 3 0.0% 0.0% 166 -99 -70.21% Q4 2025 Jan 15, 2026
LRI Investments, LLC History No change 46 3 0.0% 0.0% 168 0 0.0% Q4 2025 Feb 04, 2026
Optiver Holding B.V. History Reduced 32 2 0.0% 0.0% 169 -54 -62.79% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 26 2 0.0% 170 +26 New Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 16 1 0.0% 0.0% 173 -56 -77.78% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History New 18 1 0.0% 174 +18 New Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 14 1 0.0% 172 +14 New Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 13 1 0.0% 0.0% 171 -2 -13.33% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History Reduced 16 1 0.0% 0.0% 176 -1 -5.88% Q4 2025 Jan 21, 2026
Cornerstone Planning Group LLC History No change 17 1 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 02, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.02% -305,556 -100.0% Q3 2025 Nov 14, 2025
LORD, ABBETT & CO. LLC History Closed out 0 0 0.03% -90,011 -100.0% Q3 2025 Nov 13, 2025
OBERWEIS ASSET MANAGEMENT INC/ History Closed out 0 0 0.31% -83,700 -100.0% Q3 2025 Nov 17, 2025
Global Alpha Capital Management Ltd. History Closed out 0 0 0.15% -26,752 -100.0% Q3 2025 Nov 13, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.05% -14,272 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.03% -14,133 -100.0% Q3 2025 Oct 14, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.18% -12,500 -100.0% Q3 2025 Nov 12, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.04% -11,884 -100.0% Q3 2025 Nov 17, 2025
TD ASSET MANAGEMENT INC History Closed out 0 0 0.0% -10,882 -100.0% Q3 2025 Nov 10, 2025
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -7,539 -100.0% Q3 2025 Oct 30, 2025
Moran Wealth Management, LLC History Closed out 0 0 0.02% -7,214 -100.0% Q3 2025 Oct 23, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -6,099 -100.0% Q3 2025 Nov 14, 2025
PETRA FINANCIAL ADVISORS INC History Closed out 0 0 0.3% -5,279 -100.0% Q3 2025 Nov 07, 2025
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.01% -5,003 -100.0% Q3 2025 Nov 17, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -3,502 -100.0% Q3 2025 Nov 13, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -3,254 -100.0% Q3 2025 Nov 14, 2025
Corient Private Wealth LLC History Closed out 0 0 0.0% -2,807 -100.0% Q3 2025 Nov 14, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -2,742 -100.0% Q3 2025 Nov 06, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -2,400 -100.0% Q3 2025 Nov 12, 2025
Prospera Financial Services Inc History Closed out 0 0 0.0% -2,250 -100.0% Q3 2025 Nov 06, 2025
RoundAngle Advisors LLC History Closed out 0 0 0.16% -2,194 -100.0% Q3 2025 Oct 10, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -2,179 -100.0% Q3 2025 Nov 14, 2025
AdvisorShares Investments LLC History Closed out 0 0 0.01% -867 -100.0% Q3 2025 Nov 05, 2025
STRS OHIO History Closed out 0 0 0.0% -500 -100.0% Q3 2025 Oct 30, 2025
Accent Capital Management, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 12, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -68 -100.0% Q3 2025 Nov 03, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -32 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -25 -100.0% Q3 2025 Nov 18, 2025
EverSource Wealth Advisors, LLC History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 10, 2025
CIBC Private Wealth Group LLC History Reduced 9 0 0.0% -21 -70.0% Q4 2025 Feb 12, 2026
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 0.0% -16 -100.0% Q3 2025 Oct 14, 2025
True Wealth Design, LLC History Closed out 0 0 0.0% -14 -100.0% Q3 2025 Oct 21, 2025
WPG Advisers, LLC History Closed out 0 0 0.0% -11 -100.0% Q3 2025 Oct 29, 2025
Rise Advisors, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Oct 08, 2025
Bell Investment Advisors, Inc History Closed out 0 0 -7 -100.0% Q3 2025 Nov 21, 2025
WealthCollab, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 13, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -5 -100.0% Q3 2025 Nov 12, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 12, 2025
Allworth Financial LP History New 3 0 +3 New Q4 2025 Feb 05, 2026
Quarry LP History Added to 7 0 +2 40.0% Q4 2025 Feb 13, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Nemes Rush Group LLC History No change 7 0 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Jan 23, 2026
Turning Point Benefit Group, Inc. History No change 6 0 0 0.0% Q4 2025 Jan 30, 2026