Lemonade, Inc. - LMND

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
VANGUARD GROUP INC History Added to 6,305,453 448,822 0.01% 0.01% 1 +26,312 0.42% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 4,949,676 352,317 0.01% 0.0% 2 +486,235 10.89% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 4,484,831 319,230 0.02% 0.01% 3 +978,660 27.91% Q4 2025 Feb 11, 2026
Worth Venture Partners, LLC History Reduced 4,042 287,710 2.08% 0.87% 4 -1,508 -27.17% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,914,864 207,480 0.02% 0.01% 5 +463,262 18.9% Q4 2025 Feb 17, 2026
BAILLIE GIFFORD & CO History Reduced 2,866,446 204,033 0.17% 0.12% 6 -75,610 -2.57% Q4 2025 Jan 23, 2026
CITADEL ADVISORS LLC History Reduced 2,268,460 161,468 0.02% 0.02% 7 -27,607 -1.2% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 1,949,699 138,779 0.08% 0.08% 8 -558,269 -22.26% Q4 2025 Feb 17, 2026
BIT Capital GmbH History Added to 1,856,593 132,152 4.86% 2.3% 9 +602,248 48.01% Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 1,495,841 106,473 0.0% 0.0% 10 -47,804 -3.1% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,484,175 105,644 0.01% 0.0% 11 +965,321 186.05% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,438,358 102,400 0.01% 0.0% 12 +67,562 4.93% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,381,573 98,340 0.01% 0.0% 13 +70,320 5.36% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 1,145,756 81,554 0.01% 0.01% 14 +57,245 5.26% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Added to 1,076,671 76,637 0.13% 0.08% 15 +242,811 29.12% Q4 2025 Feb 12, 2026
SOFTBANK GROUP CORP. History Reduced 925,496 65,876 0.43% 0.73% 16 -2,638,428 -74.03% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 866,476 61,675 0.01% 0.0% 17 +291,122 50.6% Q4 2025 Mar 25, 2026
IMC-Chicago, LLC History Added to 865,937 61,637 0.02% 0.01% 18 +208,764 31.77% Q4 2025 Jan 29, 2026
Holocene Advisors, LP History Added to 782,753 55,716 0.12% 0.03% 19 +570,368 268.55% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 775,242 55,181 0.08% 0.06% 20 -37,820 -4.65% Q4 2025 Feb 17, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 617,639 43,964 1.28% 1.03% 21 -239 -0.04% Q4 2025 Jan 20, 2026
Halter Ferguson Financial Inc. History Added to 600,863 42,769 9.4% 7.05% 22 +24,957 4.33% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Added to 590,729 42,048 0.01% 0.0% 23 +3,001 0.51% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 522,257 37,174 0.01% 0.0% 24 +13,114 2.58% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 491,778 35,004 0.01% 0.01% 25 -310,087 -38.67% Q4 2025 Feb 11, 2026
FMR LLC History Added to 476,360 33,907 0.0% 0.0% 26 +203,499 74.58% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 29,611 29,611 0.02% 27 +29,611 New Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 367,261 26,141 0.01% 0.0% 28 +215,183 141.5% Q4 2025 Feb 12, 2026
Man Group plc History New 364,963 25,978 0.04% 29 +364,963 New Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 348,898 24,834 0.05% 0.04% 30 -38,168 -9.86% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 326,307 23,226 0.0% 0.01% 31 -488,579 -59.96% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 291,706 20,763 0.01% 0.01% 32 -29,249 -9.11% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Added to 280,076 19,935 0.03% 0.02% 33 +31,795 12.81% Q4 2025 Feb 13, 2026
Privium Fund Management B.V. History Added to 248,259 17,671 3.25% 1.4% 34 +103,259 71.21% Q4 2025 Feb 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 224,627 16,883 0.01% 0.01% 35 -25,910 -10.34% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 236,927 16,864 0.0% 0.0% 36 -594,145 -71.49% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 231,100 16,449 0.02% 0.0% 37 +210,000 995.26% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 219,536 15,626 0.03% 0.01% 38 +61,944 39.31% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 211,587 15,060 0.03% 56.06% 39 -13,987 -6.2% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 211,401 15,047 0.02% 0.01% 40 +3,461 1.66% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 185,643 13,214 0.0% 0.0% 41 +28,041 17.79% Q4 2025 Feb 10, 2026
PhiloSmith Capital Corp History No change 173,250 12,331 3.39% 2.58% 42 0 0.0% Q4 2025 Jan 28, 2026
Sparta 24 Ltd. History New 169,338 12,053 10.31% 43 +169,338 New Q4 2025 Feb 02, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 163,322 11,625 0.03% 0.05% 44 -227,715 -58.23% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 156,411 11,142 0.02% 45 +156,411 New Q4 2025 Jan 28, 2026
FIRST TRUST ADVISORS LP History Added to 156,427 11,134 0.01% 0.01% 46 +15,119 10.7% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 149,950 10,673 0.0% 0.0% 47 +45,412 43.44% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 144,021 10,251 0.0% 0.0% 48 +76,265 112.56% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Reduced 135,362 9,635 0.0% 0.0% 49 -21,969 -13.96% Q4 2025 Feb 17, 2026
CI INVESTMENTS INC. History New 132,583 9,437 0.04% 50 +132,583 New Q4 2025 Feb 12, 2026
NZS Capital, LLC History Added to 130,379 9,280 0.28% 0.21% 51 +1,295 1.0% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 130,208 9,268 0.0% 0.01% 52 -137,298 -51.33% Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 125,757 8,951 0.58% 0.66% 53 -69,789 -35.69% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 123,800 8,812 0.01% 0.0% 54 +10,200 8.98% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 118,510 8,435 0.0% 0.0% 55 +32,345 37.54% Q4 2025 Feb 13, 2026
Atika Capital Management LLC History Added to 113,917 8,108 0.85% 0.3% 56 +44,917 65.1% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Added to 110,967 7,898 0.01% 0.0% 57 +45,719 70.07% Q4 2025 Feb 13, 2026
GILDER GAGNON HOWE & CO LLC History New 108,525 7,724 0.08% 58 +108,525 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 104,694 7,452 0.01% 59 +104,694 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 100,012 7,118 0.0% 0.0% 60 +6,915 7.43% Q4 2025 Feb 13, 2026
DnB Asset Management AS History Added to 96,718 6,884 0.02% 0.01% 61 +45,430 88.58% Q4 2025 Feb 05, 2026
Crawford Fund Management, LLC History Reduced 95,700 6,811 0.9% 1.15% 62 -39,000 -28.95% Q4 2025 Feb 17, 2026
Liontrust Investment Partners LLP History Added to 93,854 6,680 0.1% 0.06% 63 +21,340 29.43% Q4 2025 Feb 17, 2026
Alphadyne Asset Management LP History New 92,314 6,570 0.15% 64 +92,314 New Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 89,262 6,353 0.05% 0.04% 65 -4,125 -4.42% Q4 2025 Jan 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 89,153 6,345 0.02% 0.04% 66 -133,451 -59.95% Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Added to 88,727 6,315 0.01% 0.0% 67 +29,726 50.38% Q4 2025 Feb 17, 2026
Hillsdale Investment Management Inc. History New 82,800 5,893 0.16% 68 +82,800 New Q4 2025 Feb 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 78,783 5,607 0.38% 69 +78,783 New Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 78,411 5,581 0.0% 0.0% 70 -256,699 -76.6% Q4 2025 Feb 12, 2026
EFG International AG History New 77,899 5,574 0.11% 71 +77,899 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 77,031 5,483 0.0% 0.0% 72 +22,722 41.84% Q4 2025 Feb 18, 2026
NOMURA HOLDINGS INC History New 76,076 5,415 0.01% 73 +76,076 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 75,896 5,402 0.0% 0.0% 74 -6,685 -8.1% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 75,635 5,383 0.0% 0.0% 75 +10,523 16.16% Q4 2025 Feb 11, 2026
Walleye Capital LLC History Reduced 74,171 5,279 0.02% 0.02% 76 -41,712 -35.99% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 72,700 5,174 0.02% 0.01% 77 +18,700 34.63% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 69,900 4,975 0.01% 0.01% 78 +657 0.95% Q4 2025 Feb 17, 2026
MAVERICK CAPITAL LTD History Added to 69,864 4,972 0.05% 0.04% 79 +8,015 12.96% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 68,872 4,902 0.0% 0.0% 80 +50,971 284.74% Q4 2025 Feb 13, 2026
Bridgewater Associates, LP History Added to 66,074 4,703 0.02% 0.0% 81 +57,634 682.87% Q4 2025 Feb 13, 2026
NIA IMPACT ADVISORS, LLC History Reduced 65,920 4,692 1.57% 1.16% 82 -803 -1.2% Q4 2025 Feb 09, 2026
Informed Momentum Co LLC History Reduced 64,080 4,561 0.51% 0.48% 83 -15,546 -19.52% Q4 2025 Feb 12, 2026
Hidden Lake Asset Management LP History Added to 63,032 4,486 1.13% 0.23% 84 +29,923 90.38% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 61,694 4,391 0.0% 0.0% 85 +5,873 10.52% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 60,942 4,337 0.0% 0.0% 86 +631 1.05% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 59,476 4,233 0.0% 0.0% 87 +4,513 8.21% Q4 2025 Feb 17, 2026
Amtrust Financial Services, Inc. History No change 56,644 4,031 1.28% 1.01% 88 0 0.0% Q4 2025 Jan 22, 2026
TWINBEECH CAPITAL LP History New 55,962 3,983 0.28% 89 +55,962 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 54,959 3,911 0.02% 0.02% 90 -28,191 -33.9% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 54,678 3,891 0.01% 0.0% 91 -8,557 -13.53% Q4 2025 Mar 12, 2026
ALGERT GLOBAL LLC History Reduced 46,603 3,317 0.05% 0.05% 92 -5,061 -9.8% Q4 2025 Feb 17, 2026
Virtu Financial LLC History Added to 45,145 3,213 0.12% 0.08% 93 +18,929 72.2% Q4 2025 Feb 23, 2026
Tidal Investments LLC History Reduced 44,269 3,151 0.01% 0.01% 94 -17,817 -28.7% Q4 2025 Feb 13, 2026
CANTOR FITZGERALD, L. P. History Added to 42,467 3,022 0.05% 0.01% 95 +30,792 263.74% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 40,639 2,892 0.0% 96 +40,639 New Q4 2025 Feb 13, 2026
BLUE JEAN FINANCIAL LLC History New 39,549 2,815 2.29% 97 +39,549 New Q4 2025 Feb 13, 2026
PURSUE WEALTH PARTNERS LLC History New 39,527 2,814 1.37% 98 +39,527 New Q4 2025 Jan 26, 2026
Leo Wealth, LLC History New 34,532 2,699 0.2% 99 +34,532 New Q4 2025 Jan 21, 2026
Clear Street Group Inc. History New 34,391 2,447 0.01% 100 +34,391 New Q4 2025 Feb 13, 2026
UDINE WEALTH MANAGEMENT, INC. History Added to 33,930 2,415 1.14% 0.85% 101 +717 2.16% Q4 2025 Jan 16, 2026
MetLife Investment Management, LLC History Added to 33,364 2,374 0.01% 0.01% 102 +1,008 3.12% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 32,431 2,308 0.0% 103 +32,431 New Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 31,652 2,253 0.0% 0.01% 104 -477 -1.48% Q4 2025 Jan 09, 2026
State of New Jersey Common Pension Fund D History Reduced 31,277 2,226 0.01% 0.01% 105 -6,639 -17.51% Q4 2025 Jan 30, 2026
Illumine Investment Management, LLC History Reduced 30,784 2,191 1.6% 1.2% 106 -727 -2.31% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 29,795 2,120 0.02% 0.01% 107 0 0.0% Q4 2025 Feb 10, 2026
Marex Group plc History New 29,575 2,105 0.01% 108 +29,575 New Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Added to 29,077 2,071 0.0% 0.0% 109 +3,500 13.68% Q4 2025 Feb 17, 2026
Creative Planning History Added to 26,795 1,907 0.0% 0.0% 110 +6,209 30.16% Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History No change 24,459 1,741 0.01% 0.01% 111 0 0.0% Q4 2025 Feb 09, 2026
United Capital Management of KS, Inc. History Added to 24,157 1,719 0.24% 0.18% 112 +40 0.17% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 24,099 1,715 0.02% 0.01% 113 +9,021 59.83% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History New 22,794 1,622 0.01% 114 +22,794 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 22,077 1,571 0.0% 0.0% 115 +6,669 43.28% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History Added to 21,915 1,560 0.0% 0.0% 116 +1,533 7.52% Q4 2025 Feb 13, 2026
Baader Bank Aktiengesellschaft History New 21,642 1,536 0.11% 117 +21,642 New Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 21,569 1,535 0.0% 0.0% 118 +159 0.74% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 25,169 1,485 0.01% 0.0% 119 +4,100 19.46% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History New 20,761 1,478 0.09% 120 +20,761 New Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 19,589 1,394 0.0% 0.0% 121 +9,476 93.7% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 19,428 1,382 0.0% 0.0% 122 +1,300 7.17% Q4 2025 Feb 12, 2026
Legacy Capital Group California, Inc. History New 18,280 1,301 0.32% 123 +18,280 New Q4 2025 Jan 28, 2026
Eddie Patel Inc History New 17,897 1,273 0.95% 124 +17,897 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Added to 17,414 1,239 0.01% 0.0% 125 +70 0.4% Q4 2025 Jan 28, 2026
X-Square Capital, LLC History Reduced 17,333 1,234 0.4% 3.56% 126 -195,866 -91.87% Q4 2025 Feb 11, 2026
Aquatic Capital Management LLC History Reduced 17,222 1,225 0.03% 0.05% 127 -30,027 -63.55% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 16,299 1,160 0.01% 0.01% 128 +560 3.56% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Added to 16,124 1,147 0.02% 0.01% 129 +7,150 79.67% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Added to 16,116 1,147 0.0% 0.0% 130 +5,585 53.03% Q4 2025 Feb 18, 2026
Blueshift Asset Management, LLC History New 16,041 1,141 0.33% 131 +16,041 New Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 15,825 1,126 0.02% 0.01% 132 +3,392 27.28% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,699 1,117 0.0% 0.0% 133 +529 3.49% Q4 2025 Jan 27, 2026
OSAIC HOLDINGS, INC. History Reduced 14,693 1,056 0.0% 0.0% 134 -16,028 -52.17% Q4 2025 Feb 17, 2026
Fortis Group Advisors, LLC History Reduced 12,116 1,050 0.18% 0.2% 135 -7,339 -37.72% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,516 1,033 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
CSS LLC/IL History New 14,500 1,032 0.05% 137 +14,500 New Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Added to 14,300 1,018 0.0% 0.0% 138 +2,800 24.35% Q4 2025 Feb 06, 2026
Williamson Legacy Group, LLC History New 14,180 1,009 0.79% 139 +14,180 New Q4 2025 Feb 09, 2026
Rare Wolf Capital LLC History New 13,808 982 0.61% 140 +13,808 New Q4 2025 Feb 19, 2026
Cadent Capital Advisors, LLC History New 13,556 964 0.25% 141 +13,556 New Q4 2025 Jan 13, 2026
KLP KAPITALFORVALTNING AS History Added to 13,400 953 0.0% 0.0% 142 +1,200 9.84% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,274 944 0.0% 0.0% 143 +1,279 10.66% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 12,607 897 0.0% 144 +12,607 New Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 12,561 894 0.0% 0.0% 145 +6,039 92.59% Q4 2025 Feb 12, 2026
Genesis Financial Group, LLC History New 12,500 889 0.52% 146 +12,500 New Q4 2025 Jan 16, 2026
Gotham Asset Management, LLC History Reduced 11,610 826 0.0% 0.0% 147 -348 -2.91% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 11,075 788 0.0% 0.0% 148 +1,555 16.33% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Reduced 10,852 772 0.0% 0.0% 149 -5,652 -34.25% Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History No change 10,700 761 0.08% 0.06% 150 0 0.0% Q4 2025 Jan 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 10,666 759 0.0% 0.0% 151 +536 5.29% Q4 2025 Feb 12, 2026
Polymer Capital Management (US) LLC History New 10,429 742 0.08% 152 +10,429 New Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 10,327 735 0.14% 153 +10,327 New Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 10,295 732 0.0% 0.0% 154 -528 -4.88% Q4 2025 Feb 18, 2026
Synergy Financial Group, LTD History Reduced 10,155 722 0.51% 0.38% 155 -369 -3.51% Q4 2025 Feb 17, 2026
K.J. Harrison & Partners Inc History New 10,000 711 0.09% 156 +10,000 New Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 9,950 708 0.0% 157 +9,950 New Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 9,935 707 0.03% 0.04% 158 -10,592 -51.6% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 8,431 674 0.0% 0.0% 159 +219 2.67% Q4 2025 Jan 08, 2026
VARCOV Co. History New 9,430 671 0.26% 160 +9,430 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 9,181 653 0.0% 0.0% 161 -420 -4.37% Q4 2025 Feb 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 9,100 647 0.0% 0.0% 162 -77,300 -89.47% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Added to 8,911 634 0.0% 0.0% 163 +1,154 14.88% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Added to 8,612 613 0.0% 0.0% 164 +1,823 26.85% Q4 2025 Feb 05, 2026
Quantinno Capital Management LP History Added to 8,619 613 0.0% 0.0% 165 +682 8.59% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 8,304 591 0.0% 0.0% 166 +2,179 35.58% Q4 2025 Jan 30, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 8,310 591 0.18% 0.14% 167 +140 1.71% Q4 2025 Jan 23, 2026
Y-Intercept (Hong Kong) Ltd History New 8,246 586 0.01% 168 +8,246 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 8,138 579 0.0% 0.0% 169 +453 5.89% Q4 2025 Feb 11, 2026
Johnson & White Wealth Management, LLC History Reduced 7,981 568 0.25% 0.2% 170 -100 -1.24% Q4 2025 Feb 05, 2026
Sava Infond d.o.o. History New 7,800 555 0.07% 171 +7,800 New Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Reduced 7,601 541 0.0% 0.0% 172 -1,520 -16.66% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 7,393 526 0.0% 0.0% 173 +490 7.1% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 7,306 520 0.0% 0.0% 174 -69 -0.94% Q4 2025 Feb 13, 2026
Odyssean, LLC History New 7,144 508 0.36% 175 +7,144 New Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History New 6,958 495 0.01% 176 +6,958 New Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History Reduced 6,768 482 0.0% 0.0% 177 -11,001 -61.91% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 6,740 479 0.0% 0.0% 178 +859 14.61% Q4 2025 Mar 09, 2026
Fermata Advisors, LLC History Added to 6,700 476 0.11% 0.05% 179 +2,900 76.32% Q4 2025 Jan 08, 2026
9823 Capital, L.P. History New 6,208 441 0.3% 180 +6,208 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 5,968 424 0.0% 0.0% 181 -244 -3.93% Q4 2025 Feb 06, 2026
Magnetar Financial LLC History New 5,926 421 0.0% 182 +5,926 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Reduced 5,627 400 0.0% 0.01% 183 -2,967 -34.52% Q4 2025 Jan 29, 2026
SBI Securities Co., Ltd. History Reduced 5,617 399 0.01% 0.01% 184 -1,216 -17.8% Q4 2025 Feb 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 5,458 388 0.0% 0.0% 185 -2,365 -30.23% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 5,375 382 0.03% 0.02% 186 +543 11.24% Q4 2025 Feb 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,200 370 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 5,193 369 0.0% 0.0% 188 -338 -6.11% Q4 2025 Feb 12, 2026
PharVision Advisers, LLC History Added to 5,152 366 0.19% 0.12% 189 +1,158 28.99% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History New 5,103 363 0.0% 190 +5,103 New Q4 2025 Feb 12, 2026
Aspiring Ventures, LLC History Added to 5,059 360 0.12% 0.09% 191 +355 7.55% Q4 2025 Jan 27, 2026
XTX Topco Ltd History New 5,003 356 0.01% 192 +5,003 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 5,001 355 0.0% 0.0% 193 +116 2.37% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Added to 4,917 349 0.01% 0.01% 194 +267 5.74% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 4,850 345 0.0% 0.0% 195 -9,600 -66.44% Q4 2025 Feb 12, 2026
XPONANCE LLC History Added to 4,811 342 0.0% 0.0% 196 +452 10.37% Q4 2025 Feb 12, 2026
Tradition Wealth Management, LLC History New 4,783 340 0.02% 197 +4,783 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 4,741 337 0.0% 198 +4,741 New Q4 2025 Feb 11, 2026
Wedmont Private Capital History No change 4,036 326 0.01% 0.01% 199 0 0.0% Q4 2025 Jan 08, 2026
&PARTNERS History New 4,384 312 0.0% 200 +4,384 New Q4 2025 Feb 17, 2026
KRAEMATON INVESTMENT ADVISORS, INC History New 4,381 311 0.25% 201 +4,381 New Q4 2025 Jan 21, 2026
CIBC Asset Management Inc History New 4,295 305 0.0% 202 +4,295 New Q4 2025 Feb 10, 2026
INCEPTIONR LLC History Reduced 4,282 304 0.08% 0.08% 203 -1,662 -27.96% Q4 2025 Feb 11, 2026
STRS OHIO History Added to 4,200 298 0.0% 0.0% 204 +2,600 162.5% Q4 2025 Feb 02, 2026
Fearless Solutions, LLC dba Best Invest History Added to 4,200 298 0.18% 0.13% 205 +400 10.53% Q4 2025 Jan 20, 2026
Dynamic Technology Lab Private Ltd History New 4,170 297 0.07% 206 +4,170 New Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 4,034 287 0.0% 0.0% 207 -3,165 -43.96% Q4 2025 Jan 15, 2026
CIBC WORLD MARKETS CORP History New 4,008 285 0.0% 208 +4,008 New Q4 2025 Feb 12, 2026
Ascent Wealth Partners, LLC History New 3,952 281 0.03% 209 +3,952 New Q4 2025 Feb 02, 2026
Neuberger Berman Group LLC History New 3,854 274 0.0% 210 +3,854 New Q4 2025 Feb 13, 2026
Elm Partners Management LLC History No change 3,800 270 0.01% 0.01% 211 0 0.0% Q4 2025 Feb 10, 2026
M&T BANK CORP History New 3,775 269 0.0% 212 +3,775 New Q4 2025 Jan 30, 2026
PRUDENTIAL FINANCIAL INC History Reduced 3,735 265 0.0% 0.0% 213 -21,800 -85.37% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 3,671 261 0.0% 0.0% 214 +121 3.41% Q4 2025 Jan 27, 2026
ARS Wealth Advisors Group, LLC History New 3,640 259 0.02% 215 +3,640 New Q4 2025 Jan 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 3,569 254 0.0% 0.0% 216 -692 -16.24% Q4 2025 Feb 02, 2026
TRUIST FINANCIAL CORP History New 3,568 253 0.0% 217 +3,568 New Q4 2025 Feb 02, 2026
GAMMA Investing LLC History Added to 3,529 251 0.01% 0.01% 218 +236 7.17% Q4 2025 Jan 05, 2026
MACKENZIE FINANCIAL CORP History New 3,487 249 0.0% 219 +3,487 New Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 3,350 238 0.01% 220 +3,350 New Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History New 3,311 235 0.0% 221 +3,311 New Q4 2025 Feb 09, 2026
VICTORY FINANCIAL GROUP, LLC History New 3,298 234 0.03% 222 +3,298 New Q4 2025 Jan 15, 2026
Optiver Holding B.V. History Added to 3,283 233 0.0% 0.0% 223 +862 35.61% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History New 3,251 231 0.0% 224 +3,251 New Q4 2025 Feb 13, 2026
CONWAY CAPITAL MANAGEMENT, INC. History New 3,225 229 0.1% 225 +3,225 New Q4 2025 Feb 06, 2026
R Squared Ltd History New 3,196 227 0.11% 227 +3,196 New Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Reduced 3,198 227 0.01% 0.01% 226 -334 -9.46% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History New 3,172 225 0.01% 229 +3,172 New Q4 2025 Feb 04, 2026
TFB Advisors LLC History New 3,162 225 0.06% 230 +3,162 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,162 225 0.0% 228 +3,157 63140.0% Q4 2025 Feb 09, 2026
Forum Financial Management, LP History New 3,125 222 0.0% 231 +3,125 New Q4 2025 Jan 27, 2026
Vanguard Personalized Indexing Management, LLC History New 3,057 217 0.0% 232 +3,057 New Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 3,016 214 0.0% 233 +3,016 New Q4 2025 Feb 04, 2026
Suncoast Equity Management History New 3,000 213 0.02% 234 +3,000 New Q4 2025 Feb 10, 2026
MANGROVE PARTNERS IM, LLC History New 2,981 212 0.02% 235 +2,981 New Q4 2025 Feb 17, 2026
Banco Santander, S.A. History New 2,897 206 0.0% 236 +2,897 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 2,882 205 0.0% 0.0% 237 +364 14.46% Q4 2025 Jan 26, 2026
Leonteq Securities AG History Reduced 2,814 200 0.01% 0.03% 239 -12,608 -81.75% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History New 2,819 200 0.0% 238 +2,819 New Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Added to 2,571 183 0.0% 0.0% 240 +27 1.06% Q4 2025 Jan 30, 2026
ACADIAN ASSET MANAGEMENT LLC History New 2,487 177 0.0% 241 +2,487 New Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 2,362 168 0.0% 0.0% 242 +1,350 133.4% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 2,154 153 0.01% 243 +2,154 New Q4 2025 Feb 03, 2026
Activest Wealth Management History No change 2,102 149 0.03% 0.02% 244 0 0.0% Q4 2025 Jan 30, 2026
KBC Group NV History Added to 2,070 147 0.0% 0.0% 245 +467 29.13% Q4 2025 Jan 26, 2026
AMALGAMATED BANK History Added to 1,903 135 0.0% 0.0% 246 +116 6.49% Q4 2025 Feb 05, 2026
Union Bancaire Privee, UBP SA History No change 1,745 125 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 05, 2026
JTC Employer Solutions Trustee Ltd History New 2,500 124 0.01% 248 +2,500 New Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History No change 1,700 121 0.01% 0.01% 249 0 0.0% Q4 2025 Feb 23, 2026
Global Retirement Partners, LLC History Added to 1,596 113 0.0% 0.0% 250 +1,030 181.98% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Added to 1,574 112 0.0% 0.0% 251 +1,505 2181.16% Q4 2025 Feb 06, 2026
AlphaQuest LLC History Reduced 1,580 112 0.01% 0.01% 252 -179 -10.18% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Reduced 1,469 104 0.0% 0.0% 253 -1,289 -46.74% Q4 2025 Mar 16, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,360 96 0.0% 0.0% 254 -38 -2.72% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History Reduced 1,249 88 0.0% 0.0% 255 -25 -1.96% Q4 2025 Jan 20, 2026
Triumph Capital Management History New 1,191 84 0.02% 258 +1,191 New Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,182 84 0.0% 0.0% 256 +436 58.45% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,190 84 0.0% 0.0% 257 -61 -4.88% Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History No change 1,100 78 0.01% 0.01% 259 0 0.0% Q4 2025 Feb 11, 2026
Asset Management One Co., Ltd. History Reduced 1,029 73 0.0% 0.0% 260 -1,043 -50.34% Q4 2025 Jan 27, 2026
TSFG, LLC History Added to 1,028 73 0.01% 0.01% 261 +28 2.8% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 1,024 72 0.0% 0.0% 262 +573 127.05% Q4 2025 Jan 23, 2026
MACQUARIE GROUP LTD History New 891 63 0.0% 263 +891 New Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 824 59 0.0% 0.0% 264 +307 59.38% Q4 2025 Feb 13, 2026
Strategic Advocates LLC History Reduced 610 43 0.01% 0.01% 265 -2 -0.33% Q4 2025 Feb 11, 2026
DV Trading LLC History New 600 42 0.0% 266 +600 New Q4 2025 Feb 17, 2026
Newbridge Financial Services Group, Inc. History Reduced 585 41 0.01% 0.01% 267 -1,160 -66.48% Q4 2025 Jan 21, 2026
Strive Financial Group ,LLC History New 532 37 0.02% 268 +532 New Q4 2025 Feb 18, 2026
Torren Management, LLC History New 498 35 0.02% 270 +498 New Q4 2025 Jan 30, 2026
Estabrook Capital Management History No change 500 35 0.01% 0.0% 269 0 0.0% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 470 33 0.0% 271 +470 New Q4 2025 Feb 10, 2026
Sterling Capital Management LLC History Added to 396 28 0.0% 0.0% 272 +261 193.33% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 401 28 0.0% 0.0% 273 +37 10.16% Q4 2025 Feb 13, 2026
Quarry LP History Reduced 350 24 0.0% 0.01% 275 -307 -46.73% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 342 24 0.0% 0.0% 274 0 0.0% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 322 22 0.0% 276 +322 New Q4 2025 Feb 05, 2026
ORG Partners LLC History Added to 323 22 0.0% 0.0% 277 +229 243.62% Q4 2025 Jan 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 297 21 0.0% 278 +297 New Q4 2025 Jan 21, 2026
Sarver Vrooman Wealth Advisors History New 281 20 0.01% 280 +281 New Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Added to 288 20 0.0% 0.0% 279 +58 25.22% Q4 2025 Feb 11, 2026
Heritage Wealth Advisors History No change 274 19 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 266 18 0.0% 0.0% 283 +45 20.36% Q4 2025 Jan 26, 2026
CIBC Private Wealth Group LLC History No change 256 18 0.0% 0.0% 282 0 0.0% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History No change 251 17 0.0% 0.0% 284 0 0.0% Q4 2025 Feb 09, 2026
Kemnay Advisory Services Inc. History New 225 16 0.0% 286 +225 New Q4 2025 Feb 17, 2026
COMERICA BANK History No change 237 16 0.0% 0.0% 285 0 0.0% Q4 2025 Jan 29, 2026
DANSKE BANK A/S History New 200 14 0.0% 287 +200 New Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Reduced 208 14 0.0% 0.0% 288 -15 -6.73% Q4 2025 Feb 10, 2026
Rakuten Securities, Inc. History New 196 13 0.0% 289 +196 New Q4 2025 Jan 29, 2026
Kilter Group LLC History Reduced 188 13 0.01% 0.01% 290 -38 -16.81% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 154 11 0.0% 0.0% 291 0 0.0% Q4 2025 Feb 05, 2026
Archer Investment Corp History No change 143 10 0.0% 0.0% 292 0 0.0% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Reduced 136 9 0.0% 0.0% 293 -60 -30.61% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Reduced 132 9 0.0% 0.0% 294 -43 -24.57% Q4 2025 Jan 08, 2026
Dogwood Wealth Management LLC History No change 129 9 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 04, 2026
Costello Asset Management, INC History New 120 8 0.0% 297 +120 New Q4 2025 Feb 03, 2026
MAI Capital Management History Reduced 120 8 0.0% 0.0% 296 -20 -14.29% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History No change 118 8 0.0% 0.0% 298 0 0.0% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 111 7 0.0% 0.0% 302 +40 56.34% Q4 2025 Feb 13, 2026
Towne Trust Company, N.A History No change 100 7 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 26, 2026
Field & Main Bank History No change 100 7 0.0% 0.0% 300 0 0.0% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History No change 109 7 0.0% 0.0% 301 0 0.0% Q4 2025 Feb 20, 2026
Sound Income Strategies, LLC History No change 100 7 0.0% 0.0% 303 0 0.0% Q4 2025 Jan 21, 2026
Truvestments Capital LLC History No change 107 7 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 100 7 0.0% 0.0% 305 0 0.0% Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 84 5 0.0% 0.0% 306 +4 5.0% Q4 2025 Feb 10, 2026
Operose Advisors LLC History No change 80 5 0.0% 0.0% 307 0 0.0% Q4 2025 Feb 10, 2026
HHM Wealth Advisors, LLC History New 60 4 0.0% 309 +60 New Q4 2025 Jan 22, 2026
Atlantic Union Bankshares Corp History Reduced 62 4 0.0% 0.0% 308 -1 -1.59% Q4 2025 Feb 04, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 60 4 0.0% 0.0% 310 0 0.0% Q4 2025 Jan 14, 2026
SHP Wealth Management History New 52 3 0.0% 314 +52 New Q4 2025 Mar 04, 2026
CoreCap Advisors, LLC History New 49 3 0.0% 315 +49 New Q4 2025 Jan 13, 2026
N.E.W. Advisory Services LLC History Reduced 56 3 0.0% 0.0% 313 -18 -24.32% Q4 2025 Jan 28, 2026
VISION FINANCIAL MARKETS LLC History No change 50 3 0.0% 0.0% 311 0 0.0% Q4 2025 Jan 22, 2026
Prestige Wealth Management Group LLC History No change 50 3 0.0% 0.0% 312 0 0.0% Q4 2025 Feb 11, 2026
Missouri Trust & Investment Co History No change 46 3 0.0% 0.0% 316 0 0.0% Q4 2025 Feb 13, 2026
Bank & Trust Co History No change 55 3 0.0% 0.0% 317 0 0.0% Q4 2025 Jan 13, 2026
Parkside Financial Bank & Trust History Reduced 40 2 0.0% 0.0% 319 -412 -91.15% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History No change 30 2 0.0% 0.0% 318 0 0.0% Q4 2025 Feb 09, 2026
McIlrath & Eck, LLC History No change 35 2 0.0% 0.0% 320 0 0.0% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History Reduced 25 1 0.0% 0.01% 328 -1,100 -97.78% Q4 2025 Feb 13, 2026
GPS Wealth Strategies Group, LLC History Reduced 28 1 0.0% 0.0% 327 -115 -80.42% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 19 1 0.0% 0.0% 322 -100 -84.03% Q4 2025 Jan 07, 2026
Arax Advisory Partners History Reduced 26 1 0.0% 0.0% 326 -40 -60.61% Q4 2025 Feb 13, 2026
Atlantic Edge Private Wealth Management, LLC History New 25 1 0.0% 333 +25 New Q4 2025 Jan 27, 2026
Copia Wealth Management History New 25 1 0.0% 334 +25 New Q4 2025 Feb 06, 2026
Hilton Head Capital Partners, LLC History New 25 1 0.0% 335 +25 New Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 16 1 0.0% 321 +16 New Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History New 15 1 0.0% 325 +15 New Q4 2025 Jan 23, 2026
Bare Financial Services, Inc History Added to 26 1 0.0% 332 +14 116.67% Q4 2025 Feb 06, 2026
GHP Investment Advisors, Inc. History Added to 27 1 0.0% 0.0% 324 +2 8.0% Q4 2025 Jan 27, 2026
PayPay Securities Corp History Reduced 16 1 0.03% 329 -2 -11.11% Q4 2025 Jan 26, 2026
North Star Investment Management Corp. History No change 20 1 0.0% 0.0% 323 0 0.0% Q4 2025 Jan 30, 2026
Fortitude Family Office, LLC History No change 17 1 0.0% 330 0 0.0% Q4 2025 Jan 15, 2026
Turning Point Benefit Group, Inc. History No change 18 1 0.0% 331 0 0.0% Q4 2025 Jan 30, 2026
Jump Financial, LLC History Closed out 0 0 0.22% -344,404 -100.0% Q3 2025 Nov 13, 2025
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.1% -200,000 -100.0% Q3 2025 Nov 12, 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.22% -200,000 -100.0% Q3 2025 Nov 14, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.08% -169,260 -100.0% Q3 2025 Nov 10, 2025
Trexquant Investment LP History Closed out 0 0 0.06% -104,967 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.06% -45,347 -100.0% Q3 2025 Nov 17, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -31,565 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Closed out 0 0 0.0% -27,118 -100.0% Q3 2025 Nov 14, 2025
WINTON GROUP Ltd History Closed out 0 0 0.05% -23,641 -100.0% Q3 2025 Nov 13, 2025
VIRGINIA RETIREMENT SYSTEMS ET Al History Closed out 0 0 0.01% -22,800 -100.0% Q3 2025 Oct 20, 2025
Fluent Financial, LLC History Closed out 0 0 0.47% -22,360 -100.0% Q3 2025 Oct 10, 2025
B. Riley Wealth Advisors, Inc. History Closed out 0 0 0.0% -20,643 -100.0% Q3 2025 Oct 31, 2025
Quantbot Technologies LP History Closed out 0 0 0.03% -19,944 -100.0% Q3 2025 Nov 12, 2025
Elo Mutual Pension Insurance Co History Closed out 0 0 0.02% -19,368 -100.0% Q3 2025 Nov 12, 2025
SYMMETRY PEAK MANAGEMENT LLC History Closed out 0 0 0.17% -14,700 -100.0% Q3 2025 Nov 14, 2025
Sigma Planning Corp History Closed out 0 0 0.02% -13,125 -100.0% Q3 2025 Nov 10, 2025
Northwest & Ethical Investments L.P. History Closed out 0 0 0.0% -11,800 -100.0% Q3 2025 Nov 12, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.05% -10,824 -100.0% Q3 2025 Nov 07, 2025
Voleon Capital Management LP History Closed out 0 0 0.01% -10,476 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 0.15% -8,217 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 0.14% -7,692 -100.0% Q3 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -7,643 -100.0% Q3 2025 Oct 30, 2025
Fieldview Capital Management, LLC History Closed out 0 0 0.06% -6,604 -100.0% Q3 2025 Nov 13, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.01% -5,688 -100.0% Q3 2025 Oct 17, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -5,005 -100.0% Q3 2025 Nov 14, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -4,799 -100.0% Q3 2025 Nov 14, 2025
PFG Investments, LLC History Closed out 0 0 0.01% -4,050 -100.0% Q3 2025 Oct 31, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -4,041 -100.0% Q3 2025 Nov 18, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -3,807 -100.0% Q3 2025 Oct 15, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 0.01% -1,400 -100.0% Q3 2025 Nov 03, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -600 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 0.0% -600 -100.0% Q3 2025 Nov 13, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 0.0% -494 -100.0% Q3 2025 Nov 06, 2025
Bayforest Capital Ltd History Closed out 0 0 0.01% -465 -100.0% Q3 2025 Oct 24, 2025
Cloud Capital Management, LLC History Closed out 0 0 0.01% -356 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -350 -100.0% Q3 2025 Nov 14, 2025
Main Street Group, LTD History Closed out 0 0 0.0% -150 -100.0% Q3 2025 Nov 07, 2025
CNB Bank History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Oct 30, 2025
HOEY INVESTMENTS, INC History Closed out 0 0 0.0% -80 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -46 -100.0% Q3 2025 Oct 08, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.0% -37 -100.0% Q3 2025 Dec 15, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -36 -100.0% Q3 2025 Nov 12, 2025
SJS Investment Consulting Inc. History Reduced 9 0 0.0% -31 -77.5% Q4 2025 Jan 21, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Oct 07, 2025
Rachor Investment Advisory Services, LLC History New 9 0 +9 New Q4 2025 Jan 30, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Added to 12 0 +7 140.0% Q4 2025 Mar 03, 2026
Keating Financial Advisory Services, Inc. History New 4 0 +4 New Q4 2025 Feb 09, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -3 -100.0% Q3 2025 Nov 13, 2025
Covestor Ltd History Reduced 5 0 -1 -16.67% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
Aster Capital Management (DIFC) Ltd History New 1 0 +1 New Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 2 0 0 0.0% Q4 2025 Jan 21, 2026
ASSETMARK, INC History No change 10 0 0 0.0% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 11 0 0 0.0% Q4 2025 Feb 05, 2026
BFSG, LLC History No change 3 0 0 0.0% Q4 2025 Jan 22, 2026
TrinityBridge Ltd History No change 4 0 0 0.0% Q4 2025 Feb 10, 2026
West Branch Capital LLC History No change 10 0 0 0.0% Q4 2025 Jan 16, 2026
WOLFF WIESE MAGANA LLC History No change 9 0 0 0.0% Q4 2025 Jan 14, 2026
Global Wealth Strategies & Associates History No change 8 0 0 0.0% Q4 2025 Jan 02, 2026
Millstone Evans Group, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1 0 0 0.0% Q4 2025 Feb 02, 2026