MoonLake Immunotherapeutics - MLTX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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
BVF INC/IL History No change 19,751,284 260,321 8.76% 5.74% 1 0 0.0% Q4 2025 Feb 17, 2026
Deep Track Capital, LP History New 4,610,071 60,760 1.08% 2 +4,610,071 New Q4 2025 Feb 13, 2026
Cormorant Asset Management, LP History Added to 4,355,433 57,404 2.65% 0.99% 3 +2,361,260 118.41% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 2,480,767 32,696 0.02% 0.0% 4 +2,388,467 2587.72% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,295,290 30,251 0.0% 0.0% 5 +1,747,156 318.75% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 2,095,988 27,656 0.01% 0.0% 6 +2,084,888 18782.77% Q4 2025 Feb 17, 2026
Logos Global Management LP History New 1,750,000 23,065 1.39% 7 +1,750,000 New Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,721,148 22,684 0.0% 0.0% 8 +886,470 106.21% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,571,071 20,706 0.03% 0.02% 9 -157,864 -9.13% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,234,036 16,264 0.0% 0.0% 10 +379,695 44.44% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,044,581 13,767 0.0% 0.0% 11 +787,926 307.0% Q4 2025 Feb 13, 2026
Vivo Capital, LLC History New 1,000,000 13,180 0.85% 12 +1,000,000 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 959,553 12,647 0.0% 0.0% 13 +136,596 16.6% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 837,739 11,041 0.0% 0.0% 14 +663,578 381.01% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 802,722 10,579 0.0% 0.0% 15 +703,550 709.42% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 784,811 10,343 0.01% 0.0% 16 +330,543 72.76% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 772,500 10,181 0.01% 0.0% 17 +762,700 7782.65% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 637,434 8,401 0.0% 0.0% 18 +1,735 0.27% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Added to 635,901 8,381 0.03% 0.0% 19 +492,626 343.83% Q4 2025 Feb 12, 2026
Jefferies Financial Group Inc. History Added to 500,000 6,590 0.03% 0.0% 20 +475,000 1900.0% Q4 2025 Feb 09, 2026
Voleon Capital Management LP History Added to 499,099 6,578 0.14% 0.01% 21 +458,826 1139.29% Q4 2025 Feb 17, 2026
J. Goldman & Co LP History Added to 469,867 6,192 0.16% 0.01% 22 +432,667 1163.08% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 425,559 5,608 0.07% 23 +425,559 New Q4 2025 Feb 17, 2026
Soleus Capital Management, L.P. History New 400,000 5,272 0.19% 24 +400,000 New Q4 2025 Feb 12, 2026
Rhenman & Partners Asset Management AB History Added to 364,000 4,797 0.45% 0.16% 25 +157,000 75.85% Q4 2025 Feb 13, 2026
STEMPOINT CAPITAL LP History New 348,401 4,591 0.79% 26 +348,401 New Q4 2025 Feb 17, 2026
Weiss Asset Management LP History New 332,961 4,388 0.06% 27 +332,961 New Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 322,261 4,247 0.02% 0.04% 28 -643,144 -66.62% Q4 2025 Feb 17, 2026
683 Capital Management, LLC History New 296,900 3,913 0.17% 29 +296,900 New Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 286,593 3,777 0.0% 0.0% 30 +161,212 128.58% Q4 2025 Feb 12, 2026
Boxer Capital Management, LLC History Added to 275,000 3,624 0.79% 0.57% 31 +25,000 10.0% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 270,665 3,567 0.0% 0.0% 32 -92,206 -25.41% Q4 2025 Mar 25, 2026
VANGUARD GROUP INC History Added to 266,150 3,507 0.0% 0.0% 33 +145,907 121.34% Q4 2025 Jan 29, 2026
First Turn Management, LLC History No change 262,643 3,461 0.4% 0.28% 34 0 0.0% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History New 253,974 3,347 0.05% 35 +253,974 New Q4 2025 Feb 17, 2026
UBS Group AG History Added to 239,020 3,150 0.0% 0.0% 36 +154,673 183.38% Q4 2025 Jan 29, 2026
ALGERT GLOBAL LLC History New 221,616 2,921 0.05% 37 +221,616 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 212,996 2,807 0.02% 38 +212,996 New Q4 2025 Feb 17, 2026
Granahan Investment Management, LLC History New 198,307 2,613 0.11% 39 +198,307 New Q4 2025 Feb 17, 2026
Eagle Health Investments LP History New 187,600 2,472 0.54% 40 +187,600 New Q4 2025 Feb 06, 2026
Trexquant Investment LP History New 184,319 2,429 0.02% 41 +184,319 New Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 183,552 2,419 0.0% 0.0% 42 +172,550 1568.35% Q4 2025 Feb 12, 2026
Kalehua Capital Management LLC History New 175,734 2,316 2.29% 43 +175,734 New Q4 2025 Feb 13, 2026
FMR LLC History Reduced 156,276 2,059 0.0% 0.0% 44 -570,656 -78.5% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 137,152 1,807 0.01% 0.0% 45 +125,552 1082.34% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 134,472 1,772 0.0% 46 +134,472 New Q4 2025 Feb 12, 2026
Candriam S.C.A. History Added to 134,329 1,770 0.01% 0.01% 47 +687 0.51% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 131,700 1,735 0.0% 0.0% 48 +92,376 234.91% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 130,964 1,726 0.0% 0.0% 49 +115,722 759.23% Q4 2025 Feb 17, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 127,465 1,679 0.09% 0.05% 50 -7,370 -5.47% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Added to 126,744 1,670 0.0% 0.0% 51 +20,134 18.89% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 121,640 1,603 0.0% 0.0% 52 +78,050 179.05% Q4 2025 Feb 13, 2026
Centiva Capital, LP History Reduced 117,991 1,555 0.01% 0.01% 53 -19,409 -14.13% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 115,316 1,519 0.0% 1.03% 54 +84,316 271.99% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 95,972 1,264 0.03% 55 +95,972 New Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 94,590 1,246 0.0% 0.0% 56 -165,310 -63.61% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 89,236 1,176 0.1% 57 +89,236 New Q4 2025 Feb 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 85,570 1,129 0.0% 58 +85,570 New Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History New 78,638 1,036 0.01% 59 +78,638 New Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 73,468 968 0.0% 60 +73,468 New Q4 2025 Jan 29, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 72,606 956 0.0% 0.0% 61 +10,221 16.38% Q4 2025 Feb 09, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 71,962 948 0.15% 0.01% 62 +60,562 531.25% Q4 2025 Feb 11, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 71,096 937 0.01% 0.0% 63 -2,269 -3.09% Q4 2025 Jan 09, 2026
Jain Global LLC History New 70,611 930 0.0% 64 +70,611 New Q4 2025 Feb 17, 2026
Lion Point Capital, LP History No change 67,500 889 4.6% 2.74% 65 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 62,072 818 0.0% 0.0% 66 -201,657 -76.46% Q4 2025 Feb 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 61,948 817 0.0% 0.0% 67 +61,676 22675.0% Q4 2025 Feb 13, 2026
Rock Springs Capital Management LP History Added to 61,700 813 0.04% 0.01% 68 +33,500 118.79% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 61,500 810 0.0% 0.0% 69 +18,500 43.02% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 60,976 803 0.0% 0.0% 70 -77,593 -56.0% Q4 2025 Feb 12, 2026
ACUTA CAPITAL PARTNERS, LLC History New 59,280 781 0.53% 71 +59,280 New Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 58,169 766 0.0% 0.0% 72 +27,413 89.13% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 50,973 671 0.0% 0.0% 73 -1,913 -3.62% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 50,251 662 0.0% 0.0% 74 +42,235 526.88% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 50,217 661 0.01% 75 +50,217 New Q4 2025 Feb 17, 2026
Woodline Partners LP History Reduced 49,168 648 0.0% 0.0% 76 -11,686 -19.2% Q4 2025 Feb 17, 2026
DIADEMA PARTNERS LP History Added to 47,200 622 0.11% 0.05% 77 +21,100 80.84% Q4 2025 Feb 17, 2026
Cinctive Capital Management LP History New 37,194 490 0.03% 78 +37,194 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History New 32,886 433 0.0% 79 +32,886 New Q4 2025 Feb 17, 2026
Entropy Technologies, LP History New 30,300 399 0.02% 80 +30,300 New Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 29,296 386 0.0% 0.0% 81 +10,324 54.42% Q4 2025 Feb 17, 2026
AXIOM INVESTORS LLC /DE History New 25,998 342 0.0% 82 +25,998 New Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History New 24,292 320 0.01% 83 +24,292 New Q4 2025 Feb 17, 2026
XTX Topco Ltd History Reduced 22,973 302 0.01% 0.01% 84 -9,272 -28.75% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 21,888 288 0.0% 0.0% 85 +4,362 24.89% Q4 2025 Jan 09, 2026
Mariner, LLC History New 20,159 265 0.0% 86 +20,159 New Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 18,479 243 0.0% 0.0% 87 -26,536 -58.95% Q4 2025 Feb 17, 2026
Virtus Investment Advisers, LLC History Added to 17,987 237 0.06% 0.01% 88 +15,402 595.82% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 16,078 211 0.0% 0.0% 89 -4,827 -23.09% Q4 2025 Feb 09, 2026
Brooklyn Investment Group History New 14,920 204 0.01% 90 +14,920 New Q4 2025 Feb 12, 2026
Vident Advisory, LLC History New 15,444 203 0.0% 91 +15,444 New Q4 2025 Feb 18, 2026
Caitong International Asset Management Co., Ltd History Reduced 13,900 183 0.04% 0.42% 92 -70,653 -83.56% Q4 2025 Mar 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 13,592 179 0.0% 0.0% 93 +7,673 129.63% Q4 2025 Jan 27, 2026
BANK OF AMERICA CORP /DE/ History Added to 13,533 178 0.0% 0.0% 94 +9,001 198.61% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History New 13,448 177 0.01% 95 +13,448 New Q4 2025 Feb 12, 2026
Virtu Financial LLC History New 12,582 166 0.01% 96 +12,582 New Q4 2025 Feb 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 12,438 163 0.0% 0.0% 97 -274 -2.16% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,310 149 0.0% 0.0% 98 +4,014 55.02% Q4 2025 Feb 10, 2026
HSBC HOLDINGS PLC History New 11,095 146 0.0% 99 +11,095 New Q4 2025 Mar 20, 2026
WELLS FARGO & COMPANY/MN History Added to 10,000 131 0.0% 0.0% 100 +4,792 92.01% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 8,985 118 0.0% 0.0% 101 +8,898 10227.59% Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History New 8,523 112 0.05% 102 +8,523 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 6,800 89 0.0% 0.0% 103 +2,300 51.11% Q4 2025 Jan 28, 2026
Quantbot Technologies LP History New 6,266 82 0.0% 104 +6,266 New Q4 2025 Feb 10, 2026
Delos Wealth Advisors, LLC History Added to 6,000 79 0.05% 0.01% 105 +4,000 200.0% Q4 2025 Feb 17, 2026
Ensign Peak Advisors, Inc History Reduced 4,489 59 0.0% 0.0% 106 -1,050 -18.96% Q4 2025 Feb 12, 2026
Advisors Asset Management, Inc. History Reduced 3,992 52 0.0% 0.0% 107 -2 -0.05% Q4 2025 Feb 12, 2026
T. Rowe Price Investment Management, Inc. History New 3,557 47 0.0% 108 +3,557 New Q4 2025 Feb 19, 2026
Russell Investments Group, Ltd. History Added to 3,426 45 0.0% 0.0% 109 +1,069 45.35% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 2,052 27 0.0% 0.0% 110 -288 -12.31% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History New 2,000 26 0.0% 111 +2,000 New Q4 2025 Feb 13, 2026
ACT CAPITAL MANAGEMENT, LLC History New 1,500 19 0.02% 112 +1,500 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History New 1,484 19 0.0% 113 +1,484 New Q4 2025 Feb 11, 2026
SIGNATUREFD, LLC History Added to 1,414 18 0.0% 114 +1,403 12754.55% Q4 2025 Jan 20, 2026
US BANCORP \DE\ History Added to 1,328 17 0.0% 0.0% 115 +15 1.14% Q4 2025 Jan 30, 2026
DecisionPoint Financial, LLC History New 1,219 16 0.0% 116 +1,219 New Q4 2025 Jan 29, 2026
CITIGROUP INC History Reduced 910 11 0.0% 0.0% 117 -7,111 -88.65% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 893 11 0.0% 118 +885 11062.5% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 771 10 0.0% 119 +746 2984.0% Q4 2025 Jan 23, 2026
Tower Research Capital LLC (TRC) History Added to 704 9 0.0% 120 +703 70300.0% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 381 5 0.0% 121 +381 New Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 213 2 0.0% 0.0% 124 -739 -77.63% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History New 210 2 0.0% 123 +210 New Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 103 2 0.0% 122 +103 New Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 60 1 0.0% 0.0% 125 -82 -57.75% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History No change 95 1 0.0% 126 0 0.0% Q4 2025 Feb 12, 2026
Avoro Capital Advisors LLC History Closed out 0 0 0.19% -2,000,000 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.02% -1,500,000 -100.0% Q3 2025 Nov 14, 2025
Ikarian Capital, LLC History Closed out 0 0 1.08% -1,498,039 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.08% -766,579 -100.0% Q3 2025 Nov 14, 2025
Caption Management, LLC History Closed out 0 0 0.04% -735,800 -100.0% Q3 2025 Nov 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -321,109 -100.0% Q3 2025 Nov 13, 2025
TORONTO DOMINION BANK History Closed out 0 0 0.0% -316,000 -100.0% Q3 2025 Nov 14, 2025
Verition Fund Management LLC History Closed out 0 0 0.01% -272,768 -100.0% Q3 2025 Nov 14, 2025
LMR Partners LLP History Closed out 0 0 0.01% -208,300 -100.0% Q3 2025 Nov 14, 2025
Decheng Capital LLC History Closed out 0 0 0.23% -181,600 -100.0% Q3 2025 Nov 14, 2025
Exome Asset Management LLC History Closed out 0 0 0.77% -178,084 -100.0% Q3 2025 Nov 14, 2025
ADAR1 Capital Management, LLC History Closed out 0 0 0.11% -168,495 -100.0% Q3 2025 Nov 14, 2025
Clearbridge Investments, LLC History Closed out 0 0 0.0% -135,496 -100.0% Q3 2025 Nov 13, 2025
Catalio Capital Management, LP History Closed out 0 0 0.18% -133,131 -100.0% Q3 2025 Nov 14, 2025
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -131,991 -100.0% Q3 2025 Nov 18, 2025
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -100,000 -100.0% Q3 2025 Nov 14, 2025
SPHERA FUNDS MANAGEMENT LTD. History Closed out 0 0 0.12% -81,010 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -70,943 -100.0% Q3 2025 Nov 04, 2025
Ally Bridge Group (NY) LLC History Closed out 0 0 0.3% -69,000 -100.0% Q3 2025 Nov 14, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -65,000 -100.0% Q3 2025 Dec 15, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -58,810 -100.0% Q3 2025 Nov 14, 2025
KINGDON CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -50,000 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -44,779 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.01% -43,735 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -36,405 -100.0% Q3 2025 Nov 14, 2025
Bellevue Group AG History Closed out 0 0 0.01% -35,052 -100.0% Q3 2025 Nov 14, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -33,577 -100.0% Q3 2025 Nov 13, 2025
SILVERARC CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -30,000 -100.0% Q3 2025 Nov 12, 2025
NOMURA HOLDINGS INC History Closed out 0 0 0.0% -20,000 -100.0% Q3 2025 Nov 14, 2025
HighVista Strategies LLC History Closed out 0 0 0.03% -19,059 -100.0% Q3 2025 Nov 14, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -18,790 -100.0% Q3 2025 Nov 12, 2025
Rangeley Capital, LLC History Closed out 0 0 0.09% -15,000 -100.0% Q3 2025 Nov 14, 2025
MYDA Advisors LLC History Closed out 0 0 0.02% -15,000 -100.0% Q3 2025 Nov 13, 2025
Erste Asset Management GmbH History Closed out 0 0 0.0% -15,000 -100.0% Q3 2025 Nov 12, 2025
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.01% -13,706 -100.0% Q3 2025 Oct 15, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 0.0% -11,954 -100.0% Q3 2025 Nov 14, 2025
Handelsbanken Fonder AB History Closed out 0 0 0.0% -10,600 -100.0% Q3 2025 Nov 12, 2025
Quarry LP History Closed out 0 0 0.01% -9,001 -100.0% Q3 2025 Nov 14, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -7,890 -100.0% Q3 2025 Nov 14, 2025
Covestor Ltd History Closed out 0 0 0.03% -6,437 -100.0% Q3 2025 Oct 30, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.01% -4,000 -100.0% Q3 2025 Dec 15, 2025
IFP Advisors, Inc History Reduced 1 0 0.0% -1,100 -99.91% Q4 2025 Feb 06, 2026
SECTORAL ASSET MANAGEMENT INC History Closed out 0 0 0.0% -956 -100.0% Q3 2025 Nov 14, 2025
ASSETMARK, INC History Closed out 0 0 0.0% -888 -100.0% Q3 2025 Nov 06, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -710 -100.0% Q3 2025 Nov 05, 2025
Arax Advisory Partners History Closed out 0 0 -82 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -54 -100.0% Q3 2025 Nov 12, 2025
PRIVATE TRUST CO NA History Closed out 0 0 -52 -100.0% Q3 2025 Oct 15, 2025
J.Safra Asset Management Corp History Closed out 0 0 -51 -100.0% Q3 2025 Oct 29, 2025
TD PRIVATE CLIENT WEALTH LLC History Closed out 0 0 -17 -100.0% Q3 2025 Oct 27, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 47 0 -12 -20.34% Q4 2025 Feb 06, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 12, 2025
GAMMA Investing LLC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 02, 2025
True Wealth Design, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Oct 21, 2025
ROTHSCHILD INVESTMENT LLC History New 1 0 +1 New Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History New 1 0 +1 New Q4 2025 Feb 06, 2026
WPG Advisers, LLC History No change 3 0 0 0.0% Q4 2025 Jan 28, 2026