Niagen Bioscience, Inc. - NAGE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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 Added to 4,075,709 25,921 0.0% 0.0% 1 +98,706 2.48% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Reduced 3,286,498 20,902 0.0% 0.0% 2 -735,152 -18.28% Q4 2025 Jan 29, 2026
Tieton Capital Management, LLC History Reduced 1,645,093 10,463 3.58% 5.33% 3 -1,825 -0.11% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 1,616,752 10,282 0.01% 0.01% 4 +179,954 12.52% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 1,411,742 8,978 0.0% 0.0% 5 +215,645 18.03% Q4 2025 Jan 29, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,294,863 8,237 0.0% 0.0% 6 -604 -0.05% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 1,091,039 6,939 0.0% 0.0% 7 -1,671 -0.15% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Added to 1,061,835 6,753 0.01% 0.01% 8 +185,605 21.18% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 954,880 6,073 0.0% 0.0% 9 +576,254 152.2% Q4 2025 Mar 25, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 920,370 5,854 0.0% 0.0% 10 +194,647 26.82% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 914,118 5,813 0.01% 0.01% 11 +201,118 28.21% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 880,124 5,597 0.0% 0.0% 12 +351,753 66.57% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 649,938 4,133 0.0% 0.0% 13 +491,906 311.27% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 605,954 3,853 0.0% 0.0% 14 +18,957 3.23% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 584,229 3,715 0.01% 0.02% 15 -43,650 -6.95% Q4 2025 Feb 10, 2026
ALGERT GLOBAL LLC History Added to 573,276 3,646 0.06% 0.09% 16 +1,714 0.3% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 561,110 3,568 0.0% 0.0% 17 -213,127 -27.53% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 546,940 3,478 0.0% 0.0% 18 +262,237 92.11% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 491,962 3,128 0.0% 0.0% 19 -298,943 -37.8% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 459,445 2,922 0.0% 0.0% 20 -111,410 -19.52% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 436,332 2,775 0.02% 0.04% 21 -6,127 -1.38% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 433,536 2,757 0.0% 0.0% 22 +1,794 0.42% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 426,384 2,711 0.0% 0.0% 23 +32,218 8.17% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 388,278 2,469 0.0% 0.0% 24 +4,915 1.28% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 380,079 2,417 0.0% 0.0% 25 +348,423 1100.65% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 346,545 2,204 0.0% 0.0% 26 -199,638 -36.55% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 327,865 2,085 0.0% 0.0% 27 +98,902 43.2% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 320,412 2,037 0.0% 0.0% 28 -58,581 -15.46% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 312,102 1,984 0.0% 0.0% 29 -5,823 -1.83% Q4 2025 Feb 18, 2026
ALLIANCEBERNSTEIN L.P. History Added to 258,620 1,644 0.0% 0.0% 30 +109,500 73.43% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 208,507 1,326 0.0% 0.0% 31 +12,063 6.14% Q4 2025 Feb 10, 2026
GABELLI FUNDS LLC History New 204,000 1,297 0.01% 32 +204,000 New Q4 2025 Feb 05, 2026
PANAGORA ASSET MANAGEMENT INC History No change 172,139 1,094 0.0% 0.01% 33 0 0.0% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History New 169,131 1,075 0.0% 34 +169,131 New Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 164,782 1,048 0.12% 0.18% 35 -24,752 -13.06% Q4 2025 Feb 03, 2026
Squarepoint Ops LLC History Added to 161,155 1,024 0.0% 0.0% 36 +116,472 260.66% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Added to 161,000 1,023 0.01% 0.01% 37 +35,550 28.34% Q4 2025 Feb 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 126,188 897 0.0% 0.01% 38 -91,922 -42.14% Q4 2025 Feb 11, 2026
BSW Wealth Partners History Added to 141,000 896 0.11% 0.1% 39 +56,000 65.88% Q4 2025 Jan 23, 2026
AMERICAN CENTURY COMPANIES INC History Added to 140,668 894 0.0% 0.0% 40 +4,632 3.4% Q4 2025 Feb 13, 2026
Silverberg Bernstein Capital Management LLC History Added to 131,162 834 0.48% 0.71% 41 +5,900 4.71% Q4 2025 Jan 12, 2026
ROYAL BANK OF CANADA History New 129,257 823 0.0% 42 +129,257 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 124,284 790 0.0% 43 +124,284 New Q4 2025 Jan 28, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 118,649 754 0.0% 0.0% 44 +38,180 47.45% Q4 2025 Feb 02, 2026
PRUDENTIAL FINANCIAL INC History Reduced 115,025 731 0.0% 0.0% 45 -68,710 -37.4% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 110,100 700 0.0% 0.0% 46 +3,200 2.99% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 106,106 674 0.0% 0.0% 47 +4,623 4.56% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 105,491 670 0.0% 0.0% 48 +52,414 98.75% Q4 2025 Feb 17, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 105,000 667 0.16% 0.21% 49 0 0.0% Q4 2025 Feb 02, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 96,359 612 0.0% 0.0% 50 +69,093 253.4% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 86,385 549 0.0% 0.0% 51 +7,802 9.93% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 76,308 485 0.0% 0.01% 52 -77 -0.1% Q4 2025 Feb 13, 2026
AVIVA PLC History Added to 74,227 472 0.0% 0.0% 53 +24,426 49.05% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 69,364 441 0.0% 0.0% 54 +26,608 62.23% Q4 2025 Feb 11, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 67,179 427 0.01% 0.02% 55 -25,000 -27.12% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Reduced 66,724 424 0.01% 0.01% 56 -19,755 -22.84% Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 62,700 398 0.0% 57 +62,700 New Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 62,565 397 0.0% 0.0% 59 -57,666 -47.96% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 62,563 397 0.0% 0.0% 58 -10,642 -14.54% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 61,262 389 0.0% 0.0% 60 +17,364 39.56% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 60,342 384 0.0% 0.0% 61 +3,215 5.63% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 59,084 375 0.0% 0.0% 62 -152 -0.26% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 58,337 371 0.0% 0.0% 63 +3,740 6.85% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History New 56,536 359 0.0% 64 +56,536 New Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History New 55,851 355 0.01% 65 +55,851 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 54,649 348 0.0% 0.0% 66 +2,950 5.71% Q4 2025 Jan 09, 2026
CITIGROUP INC History Added to 52,780 335 0.0% 0.0% 67 +47,413 883.42% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 51,904 330 0.0% 0.0% 68 -293 -0.56% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 51,153 325 0.0% 0.0% 69 +21,871 74.69% Q4 2025 Feb 13, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 50,641 322 0.22% 70 +50,641 New Q4 2025 Feb 05, 2026
Caption Management, LLC History New 48,000 305 0.0% 72 +48,000 New Q4 2025 Feb 17, 2026
ALPS ADVISORS INC History Added to 47,978 305 0.0% 0.0% 71 +528 1.11% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History New 45,066 286 0.0% 73 +45,066 New Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 44,965 285 0.01% 0.03% 74 -9,457 -17.38% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 43,641 277 0.0% 0.0% 75 +9,688 28.53% Q4 2025 Feb 19, 2026
Versor Investments LP History Reduced 42,300 269 0.04% 0.08% 76 -4,000 -8.64% Q4 2025 Feb 04, 2026
GROUP ONE TRADING LLC History Added to 41,985 267 0.0% 0.0% 77 +6,785 19.28% Q4 2025 Feb 12, 2026
STRS OHIO History No change 41,900 266 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Added to 40,881 260 0.0% 0.0% 79 +1,770 4.53% Q4 2025 Feb 11, 2026
Creative Planning History Reduced 40,636 258 0.0% 0.0% 80 -11,345 -21.83% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 38,284 243 0.03% 0.05% 81 -4,233 -9.96% Q4 2025 Feb 11, 2026
Russell Investments Group, Ltd. History Added to 36,994 235 0.0% 0.0% 82 +726 2.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History New 32,129 204 0.0% 83 +32,129 New Q4 2025 Mar 09, 2026
State of Alaska, Department of Revenue History Added to 28,775 182 0.0% 0.0% 84 +23,977 499.73% Q4 2025 Jan 23, 2026
OP Asset Management Ltd History New 28,191 179 0.0% 85 +28,191 New Q4 2025 Apr 21, 2026
Man Group plc History Added to 27,105 172 0.0% 0.0% 86 +11,239 70.84% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 26,811 170 0.0% 0.0% 87 -6,157 -18.68% Q4 2025 Feb 17, 2026
Teton Advisors, LLC History No change 25,000 159 0.11% 0.14% 88 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Investment Partners, LLC History New 24,875 158 0.01% 89 +24,875 New Q4 2025 Jan 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 24,700 157 0.0% 90 +24,700 New Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 24,554 156 0.0% 0.0% 91 +831 3.5% Q4 2025 Feb 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 24,540 156 0.0% 0.0% 93 +599 2.5% Q4 2025 Feb 17, 2026
Vestcor Inc History No change 24,457 156 0.0% 0.01% 92 0 0.0% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 24,309 154 0.0% 0.0% 95 -5,817 -19.31% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Reduced 24,260 154 0.0% 0.01% 96 -43 -0.18% Q4 2025 Feb 04, 2026
JANUS HENDERSON GROUP PLC History No change 24,367 154 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 23,084 146 0.0% 97 +23,084 New Q4 2025 Jan 28, 2026
INSIGHT 2811, INC. History New 22,834 145 0.06% 98 +22,834 New Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 22,834 145 0.0% 0.0% 99 0 0.0% Q4 2025 Feb 19, 2026
OSAIC HOLDINGS, INC. History Added to 22,361 142 0.0% 0.0% 100 +4,784 27.22% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 22,300 141 0.0% 0.0% 101 +4,600 25.99% Q4 2025 Jan 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 21,126 134 0.0% 0.0% 102 -503 -2.33% Q4 2025 Feb 10, 2026
Midwest Professional Planners, LTD. History No change 20,950 133 0.03% 0.05% 103 0 0.0% Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 20,849 132 0.0% 104 +20,849 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 19,779 125 0.0% 0.0% 105 -2,206 -10.03% Q4 2025 Feb 18, 2026
Miller Global Investments, LLC History New 18,800 119 0.11% 106 +18,800 New Q4 2025 Jan 05, 2026
Mariner, LLC History Reduced 18,592 118 0.0% 0.0% 107 -658 -3.42% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 17,486 111 0.0% 0.0% 108 -972 -5.27% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 16,915 107 0.0% 0.0% 109 +1,478 9.57% Q4 2025 Jan 15, 2026
BAILARD, INC. History New 16,700 106 0.0% 110 +16,700 New Q4 2025 Feb 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,407 104 0.0% 111 +16,407 New Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 16,367 104 0.0% 112 +16,367 New Q4 2025 Feb 17, 2026
SHERBROOKE PARK ADVISERS LLC History New 15,603 99 0.26% 113 +15,603 New Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 15,540 98 0.0% 0.0% 114 -759 -4.66% Q4 2025 Jan 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 15,408 97 0.01% 115 +15,408 New Q4 2025 Feb 17, 2026
Sargent Investment Group, LLC History Reduced 15,000 95 0.01% 0.05% 116 -20,002 -57.15% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History No change 15,000 95 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,416 91 0.0% 0.0% 118 0 0.0% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History New 13,800 87 0.0% 119 +13,800 New Q4 2025 Feb 17, 2026
AlphaQuest LLC History Added to 13,688 87 0.0% 0.0% 120 +5,673 70.78% Q4 2025 Feb 09, 2026
AXQ CAPITAL, LP History New 13,636 86 0.02% 121 +13,636 New Q4 2025 Feb 10, 2026
MARTINGALE ASSET MANAGEMENT L P History New 13,351 84 0.0% 122 +13,351 New Q4 2025 Feb 13, 2026
Focus Partners Wealth History New 13,194 83 0.0% 123 +13,194 New Q4 2025 Feb 13, 2026
Andina Capital Management, LLC History New 12,850 81 0.05% 124 +12,850 New Q4 2025 Feb 12, 2026
SummitTX Capital, L.P. History New 12,361 78 0.0% 125 +12,361 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,654 74 0.0% 0.0% 126 +1,374 13.37% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History No change 11,500 73 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History New 10,995 69 0.0% 128 +10,995 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 10,718 68 0.0% 0.0% 129 +51 0.48% Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 8,536 54 0.0% 0.0% 130 -17,822 -67.62% Q4 2025 Jan 26, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 6,229 39 0.0% 0.0% 131 -7,501 -54.63% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History No change 5,000 31 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 30, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 4,752 30 0.0% 133 +4,752 New Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History No change 4,797 30 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 4,391 27 0.0% 0.0% 135 +423 10.66% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 3,500 22 0.0% 0.0% 136 -13,300 -79.17% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 3,511 22 0.0% 0.0% 137 0 0.0% Q4 2025 Jan 22, 2026
CoreCap Advisors, LLC History Reduced 2,855 18 0.0% 0.02% 138 -55,418 -95.1% Q4 2025 Jan 13, 2026
AMALGAMATED BANK History Reduced 1,663 11 0.0% 0.0% 139 -31 -1.83% Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,784 11 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 20, 2026
BNP Paribas Asset Management Holding S.A. History New 1,097 7 0.0% 141 +1,097 New Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Reduced 1,124 7 0.0% 0.0% 142 -968 -46.27% Q4 2025 Jan 08, 2026
Merited Wealth, LLC History New 1,000 6 0.01% 144 +1,000 New Q4 2025 Mar 26, 2026
Federation des caisses Desjardins du Quebec History No change 1,000 6 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History Added to 791 5 0.0% 0.0% 145 +190 31.61% Q4 2025 Jan 05, 2026
Farther Finance Advisors, LLC History Added to 680 4 0.0% 147 +665 4433.33% Q4 2025 Jan 23, 2026
SUMMIT SECURITIES GROUP LLC History New 651 4 0.0% 146 +651 New Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 473 3 0.0% 0.0% 148 -547 -53.63% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History Reduced 507 3 0.0% 0.0% 149 -156 -23.53% Q4 2025 Jan 08, 2026
EverSource Wealth Advisors, LLC History Reduced 368 2 0.0% 0.0% 152 -310 -45.72% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 454 2 0.0% 0.0% 150 +242 114.15% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 339 2 0.0% 0.0% 151 +213 169.05% Q4 2025 Feb 13, 2026
Optiver Holding B.V. History No change 328 2 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 250 1 0.0% 154 +250 New Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Reduced 171 1 0.0% 0.0% 155 -121 -41.44% Q4 2025 Feb 03, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -547,261 -100.0% Q3 2025 Nov 13, 2025
Hillsdale Investment Management Inc. History Closed out 0 0 0.09% -320,272 -100.0% Q3 2025 Nov 10, 2025
Informed Momentum Co LLC History Closed out 0 0 0.27% -260,045 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.07% -190,085 -100.0% Q3 2025 Nov 17, 2025
Precision Wealth Strategies, LLC History Closed out 0 0 0.5% -163,675 -100.0% Q3 2025 Oct 16, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -125,200 -100.0% Q3 2025 Nov 14, 2025
Divisadero Street Capital Management, LP History Closed out 0 0 0.04% -100,000 -100.0% Q3 2025 Nov 14, 2025
GLOBEFLEX CAPITAL L P History Closed out 0 0 0.05% -37,594 -100.0% Q3 2025 Nov 12, 2025
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -36,707 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -29,328 -100.0% Q3 2025 Nov 17, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -26,942 -100.0% Q3 2025 Oct 22, 2025
Round Rock Advisors LLC History Closed out 0 0 0.03% -21,556 -100.0% Q3 2025 Nov 14, 2025
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -20,491 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 3 0 0.0% -20,142 -99.99% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Closed out 0 0 0.0% -17,409 -100.0% Q3 2025 Nov 14, 2025
Gotham Asset Management, LLC History Closed out 0 0 0.0% -16,665 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.01% -14,641 -100.0% Q3 2025 Nov 14, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -13,470 -100.0% Q3 2025 Oct 29, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.02% -12,669 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -11,500 -100.0% Q3 2025 Nov 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.02% -11,200 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -10,291 -100.0% Q3 2025 Nov 14, 2025
Polymer Capital Management (US) LLC History Closed out 0 0 0.01% -10,241 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -5,163 -100.0% Q3 2025 Nov 12, 2025
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -826 -100.0% Q3 2025 Oct 24, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -792 -100.0% Q3 2025 Nov 18, 2025
Clearstead Advisors, LLC History Reduced 31 0 0.0% -719 -95.87% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 79 0 0.0% -392 -83.23% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 95 0 0.0% -168 -63.88% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 114 0 +114 New Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 0.0% -111 -100.0% Q3 2025 Oct 08, 2025
Larson Financial Group LLC History Added to 96 0 +61 174.29% Q4 2025 Feb 06, 2026
Rise Advisors, LLC History Closed out 0 0 -53 -100.0% Q3 2025 Oct 08, 2025
ROTHSCHILD INVESTMENT LLC History Added to 75 0 +45 150.0% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History New 45 0 +45 New Q4 2025 Jan 21, 2026
SIGNATUREFD, LLC History Closed out 0 0 -44 -100.0% Q3 2025 Oct 21, 2025
US BANCORP \DE\ History Reduced 148 0 0.0% -36 -19.57% Q4 2025 Jan 30, 2026
Caitong International Asset Management Co., Ltd History New 36 0 +36 New Q4 2025 Mar 03, 2026
Sunbelt Securities, Inc. History Reduced 2 0 -25 -92.59% Q4 2025 Feb 20, 2026
Hughes Financial Services, LLC History New 19 0 +19 New Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History No change 95 0 0 0.0% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History No change 19 0 0 0.0% Q4 2025 Jan 21, 2026