Mativ Holdings, Inc. - MATV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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 6,162,718 74,877 0.0% 0.0% 1 -70,761 -1.14% Q4 2025 Feb 12, 2026
Rubric Capital Management LP History No change 3,982,442 48,386 0.58% 0.51% 2 0 0.0% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 3,950,656 46,696 0.08% 0.07% 3 +105,582 2.75% Q4 2025 Jan 15, 2026
VANGUARD GROUP INC History Added to 3,738,809 45,426 0.0% 0.0% 4 +194,225 5.48% Q4 2025 Jan 29, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,301,795 27,966 0.01% 0.01% 5 +385,594 20.12% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,169,973 26,366 0.01% 0.0% 6 +111,722 5.43% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,787,617 21,719 0.0% 0.0% 7 +188,677 11.8% Q4 2025 Feb 13, 2026
Invenomic Capital Management LP History Added to 1,719,063 20,886 0.97% 0.92% 8 +30,182 1.79% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,289,632 15,672 0.0% 0.0% 9 +8,891 0.69% Q4 2025 Feb 09, 2026
Nuveen, LLC History Reduced 1,224,580 14,878 0.0% 0.0% 10 -115,388 -8.61% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Added to 1,193,465 14,500 0.01% 0.01% 11 +13,946 1.18% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 1,159,571 14,088 0.0% 0.0% 12 -9,577 -0.82% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 1,109,144 13,476 0.0% 0.0% 13 -75,743 -6.39% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,090,466 13,249 0.0% 0.0% 14 -131,746 -10.78% Q4 2025 Feb 11, 2026
First Eagle Investment Management, LLC History Added to 1,053,792 12,803 0.02% 0.02% 15 +40,402 3.99% Q4 2025 Feb 04, 2026
FMR LLC History Added to 1,012,761 12,305 0.0% 0.0% 16 +212,014 26.48% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 974,657 11,842 0.0% 0.0% 17 -1,593 -0.16% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 760,958 9,245 0.0% 0.0% 18 -56,461 -6.91% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Reduced 533,206 6,478 0.0% 0.0% 19 -24,786 -4.44% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 490,057 5,954 0.0% 0.0% 20 +56,019 12.91% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 478,015 5,807 0.0% 0.0% 21 -120,748 -20.17% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 463,074 5,626 0.12% 0.09% 22 +100,256 27.63% Q4 2025 Feb 17, 2026
DEPRINCE RACE & ZOLLO INC History Added to 453,965 5,515 0.11% 0.09% 23 +57,421 14.48% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History Reduced 450,424 5,472 0.0% 0.0% 24 -27,776 -5.81% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 420,465 5,108 0.0% 0.0% 25 -267,808 -38.91% Q4 2025 Jan 29, 2026
Russell Investments Group, Ltd. History Added to 401,971 4,883 0.01% 0.0% 26 +65,775 19.56% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History No change 375,246 4,559 0.55% 0.53% 27 0 0.0% Q4 2025 Jan 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 368,153 4,473 0.01% 0.0% 28 +183,713 99.61% Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 337,113 4,095 0.0% 0.0% 29 +254,012 305.67% Q4 2025 Jan 22, 2026
Trexquant Investment LP History Reduced 323,022 3,924 0.03% 0.05% 30 -72,992 -18.43% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 315,907 3,838 0.01% 17.18% 31 -11,385 -3.48% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 311,974 3,790 0.03% 32 +311,974 New Q4 2025 Feb 17, 2026
Boston Partners History Added to 295,462 3,589 0.0% 0.0% 33 +81,352 38.0% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 292,448 3,553 0.01% 0.0% 34 +95,701 48.64% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 291,463 3,541 0.0% 0.0% 35 +2,976 1.03% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 290,556 3,530 0.0% 0.0% 36 -201,544 -40.96% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 283,181 3,440 0.0% 0.0% 37 -6,448 -2.23% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Added to 277,631 3,373 0.05% 0.04% 38 +60,926 28.11% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 247,558 3,007 0.0% 0.0% 39 -18,972 -7.12% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 237,529 2,885 0.0% 0.0% 40 -113,046 -32.25% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 232,509 2,824 0.0% 0.0% 41 -1,642 -0.7% Q4 2025 Feb 17, 2026
Barnett & Company, Inc. History Reduced 219,311 2,664 2.15% 2.0% 42 -9,500 -4.15% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 208,118 2,528 0.0% 0.0% 43 +102,712 97.44% Q4 2025 Feb 13, 2026
PDT Partners, LLC History Added to 194,374 2,361 0.15% 0.13% 44 +16,302 9.15% Q4 2025 Feb 17, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 190,610 2,315 0.01% 45 +190,610 New Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 186,917 2,271 0.0% 0.0% 46 +152,372 441.08% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 158,603 1,983 0.0% 0.0% 47 +37,205 30.65% Q4 2025 Feb 18, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 159,779 1,941 0.01% 0.0% 48 +133,217 501.53% Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 156,538 1,901 0.01% 0.01% 49 0 0.0% Q4 2025 Feb 02, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 154,490 1,874 0.0% 0.0% 50 +108,794 238.08% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 152,447 1,852 0.0% 0.0% 51 +4,809 3.26% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 133,443 1,621 0.0% 0.0% 52 -32,115 -19.4% Q4 2025 Feb 19, 2026
HRT FINANCIAL LP History Reduced 124,330 1,510 0.0% 0.01% 53 -143,803 -53.63% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History Added to 116,500 1,415 0.01% 0.01% 54 +19,300 19.86% Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History Reduced 112,465 1,366 0.02% 0.02% 55 -27,230 -19.49% Q4 2025 Feb 17, 2026
SummerHaven Investment Management, LLC History No change 110,990 1,348 0.77% 0.73% 56 0 0.0% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 106,821 1,297 0.0% 0.0% 57 +26,469 32.94% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 98,775 1,200 0.0% 0.0% 58 -1,192 -1.19% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 92,030 1,118 0.0% 0.0% 59 -20,418 -18.16% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 86,015 1,045 0.0% 0.0% 60 -24,881 -22.44% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 81,943 995 0.0% 0.0% 61 -11,150 -11.98% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History New 81,558 990 0.0% 62 +81,558 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 79,649 967 0.0% 0.0% 63 +3,686 4.85% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 78,519 954 0.0% 0.0% 64 -5,415 -6.45% Q4 2025 Feb 13, 2026
ARISTEIA CAPITAL, L.L.C. History New 78,278 951 0.02% 65 +78,278 New Q4 2025 Feb 17, 2026
Voleon Capital Management LP History New 77,229 938 0.02% 66 +77,229 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 76,932 934 0.0% 0.0% 67 +35,612 86.19% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 85,086 906 0.0% 0.0% 68 -16,285 -16.06% Q4 2025 Feb 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 73,692 895 0.02% 0.01% 69 +33,141 81.73% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 68,937 837 0.0% 0.0% 70 -220,513 -76.18% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 63,729 774 0.0% 0.0% 71 -110,454 -63.41% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 62,500 759 0.0% 72 +62,500 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 61,233 743 0.0% 0.0% 73 0 0.0% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 60,853 739 0.0% 0.0% 74 -23,850 -28.16% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Reduced 60,101 731 0.0% 0.0% 75 -20,693 -25.61% Q4 2025 Mar 20, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 58,300 729 0.0% 76 +58,300 New Q4 2025 Jan 28, 2026
ExodusPoint Capital Management, LP History New 58,246 707 0.01% 77 +58,246 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Added to 57,985 704 0.0% 0.0% 78 +32,364 126.32% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 57,100 693 0.0% 0.0% 79 +20,200 54.74% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History New 50,600 614 0.0% 80 +50,600 New Q4 2025 Jan 29, 2026
FOX RUN MANAGEMENT, L.L.C. History New 48,782 592 0.09% 81 +48,782 New Q4 2025 Feb 11, 2026
Creative Planning History Added to 42,834 520 0.0% 0.0% 82 +6,331 17.34% Q4 2025 Feb 17, 2026
Versor Investments LP History Reduced 41,700 506 0.08% 0.1% 83 -5,200 -11.09% Q4 2025 Feb 04, 2026
ISTHMUS PARTNERS, LLC History Reduced 38,499 467 0.05% 0.1% 84 -1,709 -4.25% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 35,528 431 0.0% 0.0% 85 +538 1.54% Q4 2025 Feb 11, 2026
GABELLI FUNDS LLC History New 35,200 427 0.0% 86 +35,200 New Q4 2025 Feb 05, 2026
Man Group plc History New 34,702 421 0.0% 87 +34,702 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 31,803 387 0.0% 0.0% 88 +3,334 11.71% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 31,354 380 0.0% 0.01% 89 -101,432 -76.39% Q4 2025 Feb 13, 2026
AlphaQuest LLC History Added to 30,832 374 0.02% 0.02% 90 +4,637 17.7% Q4 2025 Feb 09, 2026
SG Americas Securities, LLC History Added to 29,091 353 0.0% 0.0% 91 +8,939 44.36% Q4 2025 Jan 09, 2026
MetLife Investment Management, LLC History Reduced 28,816 350 0.0% 0.0% 92 -282 -0.97% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 28,212 342 0.0% 0.0% 93 +1,912 7.27% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 27,721 336 0.0% 94 +27,721 New Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Reduced 27,504 334 0.01% 0.01% 95 -2,242 -7.54% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 27,007 328 0.0% 0.0% 96 -7,629 -22.03% Q4 2025 Jan 26, 2026
MARTINGALE ASSET MANAGEMENT L P History New 26,960 327 0.01% 97 +26,960 New Q4 2025 Feb 13, 2026
Magnetar Financial LLC History New 26,492 321 0.0% 98 +26,492 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 25,119 305 0.0% 0.0% 99 -9,838 -28.14% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 25,098 304 0.0% 0.0% 100 -11 -0.04% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 23,865 289 0.0% 0.0% 101 -26,757 -52.86% Q4 2025 Feb 12, 2026
Counterpoint Mutual Funds LLC History Reduced 23,756 288 0.02% 0.04% 102 -20,775 -46.65% Q4 2025 Feb 12, 2026
Fruth Investment Management History No change 23,202 281 0.08% 0.07% 103 0 0.0% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 23,086 280 0.0% 0.0% 104 +18,160 368.66% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 20,669 252 0.0% 0.0% 105 -729 -3.41% Q4 2025 Jan 08, 2026
PharVision Advisers, LLC History Added to 20,409 247 0.13% 0.07% 107 +9,198 82.04% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 20,340 247 0.0% 0.0% 106 -1,553 -7.09% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Reduced 19,185 233 0.0% 0.0% 108 -7,800 -28.9% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 19,009 232 0.0% 0.0% 109 -1,853 -8.88% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 18,873 229 0.0% 0.0% 110 +4,622 32.43% Q4 2025 Feb 18, 2026
EP Wealth Advisors, LLC History New 18,351 222 0.0% 111 +18,351 New Q4 2025 Feb 18, 2026
State of Wyoming History Added to 17,790 216 0.02% 0.01% 112 +8,954 101.34% Q4 2025 Feb 11, 2026
Brevan Howard Capital Management LP History Reduced 17,398 211 0.0% 0.0% 113 -3,449 -16.54% Q4 2025 Feb 17, 2026
Investors Research Corp History Reduced 17,304 210 0.04% 0.04% 114 -1,250 -6.74% Q4 2025 Jan 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,549 201 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,064 195 0.0% 116 +16,064 New Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 15,788 191 0.0% 0.0% 117 +659 4.36% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,564 189 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,146 184 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 13, 2026
STRS OHIO History Added to 15,100 183 0.0% 0.0% 120 +7,800 106.85% Q4 2025 Feb 02, 2026
Kemnay Advisory Services Inc. History New 14,019 170 0.03% 121 +14,019 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 13,225 160 0.0% 0.0% 122 +527 4.15% Q4 2025 Feb 10, 2026
GSA CAPITAL PARTNERS LLP History Reduced 12,594 153 0.01% 0.03% 123 -14,948 -54.27% Q4 2025 Feb 06, 2026
INCEPTIONR LLC History New 12,637 153 0.04% 124 +12,637 New Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History New 11,715 142 0.0% 125 +11,715 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 11,602 140 0.0% 0.0% 126 -90 -0.77% Q4 2025 Feb 17, 2026
M&T BANK CORP History New 11,510 139 0.0% 127 +11,510 New Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 11,033 134 0.0% 0.0% 128 -15,701 -58.73% Q4 2025 Feb 18, 2026
Caprock Group, LLC History New 11,079 134 0.0% 129 +11,079 New Q4 2025 Jan 28, 2026
Diversified Trust Co History New 10,784 131 0.0% 130 +10,784 New Q4 2025 Jan 09, 2026
Neuberger Berman Group LLC History New 10,266 124 0.0% 131 +10,266 New Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 9,981 121 0.0% 132 +9,981 New Q4 2025 Feb 17, 2026
Williams Jones Wealth Management, LLC. History Reduced 10,000 121 0.0% 0.0% 134 -1,027 -9.31% Q4 2025 Feb 13, 2026
Radnor Capital Management, LLC History No change 10,000 121 0.02% 0.02% 133 0 0.0% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History Added to 8,891 108 0.01% 0.01% 135 +292 3.4% Q4 2025 Jan 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,723 94 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 7,112 86 0.0% 0.0% 137 -3,379 -32.21% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 6,515 79 0.0% 0.01% 138 -20,257 -75.66% Q4 2025 Feb 10, 2026
CANADA LIFE ASSURANCE Co History New 6,311 77 0.0% 139 +6,311 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 4,771 57 0.0% 0.0% 140 -154 -3.13% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 4,515 54 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 3,961 48 0.0% 0.0% 142 +818 26.03% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 3,603 43 0.0% 0.0% 143 -153 -4.07% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 3,327 40 0.0% 0.0% 144 +2,082 167.23% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 3,115 37 0.0% 0.0% 145 -614 -16.47% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,898 35 0.0% 0.0% 146 -21 -0.72% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 2,637 32 0.0% 0.0% 147 +20 0.76% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 2,364 28 0.0% 0.0% 148 +2,164 1082.0% Q4 2025 Mar 16, 2026
US BANCORP \DE\ History No change 2,298 27 0.0% 0.0% 149 0 0.0% Q4 2025 Jan 30, 2026
GROUP ONE TRADING LLC History Reduced 2,041 24 0.0% 0.0% 150 -23,779 -92.1% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,817 22 0.0% 0.0% 151 -186 -9.29% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 1,698 21 0.0% 0.0% 152 -164 -8.81% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History Added to 1,668 20 0.0% 0.0% 153 +53 3.28% Q4 2025 Jan 05, 2026
SIMPLEX TRADING, LLC History Reduced 1,400 17 0.0% 0.0% 155 -4,236 -75.16% Q4 2025 Feb 11, 2026
COMERICA BANK History No change 1,476 17 0.0% 0.0% 154 0 0.0% Q4 2025 Jan 29, 2026
Quarry LP History Reduced 1,379 16 0.0% 0.0% 156 -500 -26.61% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,019 12 0.0% 0.0% 157 +609 148.54% Q4 2025 Jan 15, 2026
Capital Advisors, Ltd. LLC History No change 933 11 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 21, 2026
True Wealth Design, LLC History Added to 860 10 0.0% 0.0% 159 +11 1.3% Q4 2025 Jan 08, 2026
Allworth Financial LP History New 680 8 0.0% 160 +680 New Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 672 8 0.0% 0.0% 161 +173 34.67% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 496 6 0.0% 0.0% 164 -19,785 -97.55% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 525 6 0.0% 0.0% 163 -96 -15.46% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 554 6 0.0% 0.0% 166 +66 13.52% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 506 6 0.0% 0.0% 162 +16 3.27% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History No change 575 6 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History No change 453 5 0.0% 0.0% 167 0 0.0% Q4 2025 Jan 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 381 4 0.0% 168 +381 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History No change 399 4 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History No change 334 4 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 15, 2026
MAI Capital Management History New 309 3 0.0% 171 +309 New Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 271 3 0.0% 0.0% 172 -5 -1.81% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History No change 249 3 0.0% 0.0% 173 0 0.0% Q4 2025 Jan 16, 2026
Private Wealth Management Group, LLC History No change 297 3 0.0% 0.0% 174 0 0.0% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 237 2 0.0% 180 +237 New Q4 2025 Feb 03, 2026
Pinnacle Wealth Planning Services, Inc. History New 212 2 0.0% 178 +212 New Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 244 2 0.0% 176 +165 208.86% Q4 2025 Jan 20, 2026
Coston, McIsaac & Partners History Added to 205 2 0.0% 0.0% 181 +2 0.99% Q4 2025 Feb 03, 2026
Smithfield Trust Co History No change 178 2 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History No change 191 2 0.0% 0.0% 177 0 0.0% Q4 2025 Feb 18, 2026
Physician Wealth Advisors, Inc. History No change 175 2 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History No change 240 2 0.0% 0.0% 182 0 0.0% Q4 2025 Feb 12, 2026
Truvestments Capital LLC History Reduced 83 1 0.0% 0.0% 185 -596 -87.78% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History New 148 1 0.0% 189 +148 New Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 164 1 0.0% 0.0% 184 +2 1.23% Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History No change 100 1 0.0% 0.0% 183 0 0.0% Q4 2025 Jan 20, 2026
Avion Wealth History No change 106 1 0.0% 0.0% 186 0 0.0% Q4 2025 Jan 23, 2026
TSFG, LLC History No change 67 1 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 04, 2026
Operose Advisors LLC History No change 100 1 0.0% 0.0% 188 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 87 1 0.0% 190 0 0.0% Q4 2025 Jan 12, 2026
Empowered Funds, LLC History Closed out 0 0 0.03% -222,818 -100.0% Q3 2025 Nov 13, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -30,586 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -29,634 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -27,056 -100.0% Q3 2025 Nov 14, 2025
WealthTrust Axiom LLC History Closed out 0 0 0.07% -22,800 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.03% -18,391 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.01% -13,228 -100.0% Q3 2025 Nov 14, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -12,753 -100.0% Q3 2025 Nov 14, 2025
&PARTNERS History Closed out 0 0 0.0% -12,068 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -10,126 -100.0% Q3 2025 Nov 14, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -2,665 -100.0% Q3 2025 Nov 18, 2025
FARMERS & MERCHANTS INVESTMENTS INC History Closed out 0 0 0.0% -443 -100.0% Q3 2025 Oct 17, 2025
Clearstead Advisors, LLC History Reduced 7 0 0.0% -178 -96.22% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -176 -100.0% Q3 2025 Nov 14, 2025
IFP Advisors, Inc History Reduced 50 0 0.0% -129 -72.07% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History New 72 0 +72 New Q4 2025 Feb 06, 2026
Triumph Capital Management History New 71 0 +71 New Q4 2025 Feb 12, 2026
EQ WEALTH ADVISORS, LLC History New 67 0 +67 New Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Closed out 0 0 -67 -100.0% Q3 2025 Nov 12, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 64 0 +64 New Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History New 18 0 +18 New Q4 2025 Feb 20, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -9 -100.0% Q3 2025 Nov 14, 2025
Transamerica Financial Advisors, LLC History New 5 0 +5 New Q4 2025 Feb 13, 2026
Sunrise Financial Services, LLC History New 2 0 +2 New Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History New 1 0 +1 New Q4 2025 Feb 09, 2026
SJS Investment Consulting Inc. History New 1 0 +1 New Q4 2025 Jan 21, 2026
Torren Management, LLC History New 1 0 +1 New Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History No change 47 0 0 0.0% Q4 2025 Feb 02, 2026
C M BIDWELL & ASSOCIATES LTD History No change 57 0 0 0.0% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4 0 0 0.0% Q4 2025 Jan 26, 2026
ASSETMARK, INC History No change 16 0 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Planning Group LLC History No change 5 0 0 0.0% Q4 2025 Feb 02, 2026
Covestor Ltd History No change 15 0 0 0.0% Q4 2025 Feb 06, 2026