Olo Inc. - OLOGBX

Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2025 · Compare: Q1 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
Raine Capital LLC History New 32,220,439 286,761 92.92% 1 +32,220,439 New Q2 2025 Aug 14, 2025
VANGUARD GROUP INC History Added to 15,323,668 136,380 0.0% 0.0% 2 +232,923 1.54% Q2 2025 Aug 11, 2025
FMR LLC History Added to 14,589,008 129,842 0.01% 0.0% 3 +6,288,593 75.76% Q2 2025 Aug 14, 2025
BlackRock, Inc. History Reduced 10,023,114 89,205 0.0% 0.0% 4 -374,977 -3.61% Q2 2025 Aug 12, 2025
BROWN CAPITAL MANAGEMENT LLC History New 6,560,632 58,389 1.7% 5 +6,560,632 New Q2 2025 Aug 13, 2025
BROADWOOD CAPITAL INC History New 3,782,821 33,667 2.14% 6 +3,782,821 New Q2 2025 Aug 14, 2025
DIMENSIONAL FUND ADVISORS LP History Reduced 3,523,547 31,356 0.01% 0.01% 7 -99,202 -2.74% Q2 2025 Aug 12, 2025
STATE STREET CORP History Added to 3,022,204 26,897 0.0% 0.0% 8 +20,175 0.67% Q2 2025 Aug 14, 2025
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,716,409 24,179 0.0% 0.0% 9 +163,992 6.42% Q2 2025 Aug 08, 2025
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 2,579,755 22,959 0.02% 0.01% 10 +459,044 21.65% Q2 2025 Aug 13, 2025
Connor, Clark & Lunn Investment Management Ltd. History Added to 2,146,886 19,107 0.07% 0.05% 11 +113,687 5.59% Q2 2025 Aug 07, 2025
NEW YORK STATE COMMON RETIREMENT FUND History Added to 2,131,094 18,966 0.03% 0.02% 12 +33,629 1.6% Q2 2025 Oct 08, 2025
ADW Capital Management, LLC History New 1,900,000 16,910 4.62% 13 +1,900,000 New Q2 2025 Aug 15, 2025
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 1,500,960 13,358 0.11% 0.07% 14 +243,694 19.38% Q2 2025 Aug 14, 2025
Qube Research & Technologies Ltd History Added to 1,476,836 13,143 0.01% 0.01% 15 +338,876 29.78% Q2 2025 Aug 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,470,660 13,088 0.02% 0.02% 16 -491,540 -25.05% Q2 2025 Aug 13, 2025
WELLINGTON MANAGEMENT GROUP LLP History New 1,294,424 11,520 0.0% 17 +1,294,424 New Q2 2025 Aug 14, 2025
Divisar Capital Management LLC History New 1,285,131 11,437 2.65% 18 +1,285,131 New Q2 2025 Aug 14, 2025
NORTHERN TRUST CORP History Added to 1,254,843 11,168 0.0% 0.0% 19 +216,857 20.89% Q2 2025 Aug 13, 2025
Bank of New York Mellon Corp History Reduced 1,231,017 10,956 0.0% 0.0% 20 -120,471 -8.91% Q2 2025 Aug 05, 2025
NEXT CENTURY GROWTH INVESTORS LLC History New 1,159,731 10,321 0.8% 21 +1,159,731 New Q2 2025 Aug 14, 2025
FEDERATED HERMES, INC. History Reduced 1,000,000 8,900 0.02% 0.01% 22 -2,785 -0.28% Q2 2025 Aug 13, 2025
MORGAN STANLEY History Added to 994,630 8,852 0.0% 0.0% 23 +180,201 22.13% Q2 2025 Aug 14, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 961,700 8,559 0.0% 0.0% 24 +60,323 6.69% Q2 2025 Aug 12, 2025
PRUDENTIAL FINANCIAL INC History Reduced 950,300 8,457 0.01% 0.01% 25 -79,930 -7.76% Q2 2025 Aug 12, 2025
DEUTSCHE BANK AG\ History Reduced 734,837 6,540 0.0% 0.0% 26 -537,763 -42.26% Q2 2025 Aug 12, 2025
FIL Ltd History Added to 720,902 6,416 0.01% 0.0% 27 +279,518 63.33% Q2 2025 Aug 14, 2025
Amanah Holdings Trust History New 380,000 6,376 1.58% 28 +380,000 New Q2 2025 Jul 08, 2025
BANK OF AMERICA CORP /DE/ History Reduced 680,387 6,055 0.0% 0.0% 29 -16,150 -2.32% Q2 2025 Aug 14, 2025
Invesco Ltd. History Added to 677,372 6,028 0.0% 0.0% 30 +519,640 329.44% Q2 2025 Aug 13, 2025
GOLDMAN SACHS GROUP INC History Reduced 642,752 5,720 0.0% 0.0% 31 -478,356 -42.67% Q2 2025 Aug 14, 2025
Luxor Capital Group, LP History New 621,474 5,531 0.41% 32 +621,474 New Q2 2025 Aug 14, 2025
TWO SIGMA INVESTMENTS, LP History Reduced 583,451 5,192 0.01% 0.01% 33 -443,841 -43.2% Q2 2025 Aug 14, 2025
AMERIPRISE FINANCIAL INC History Reduced 540,347 4,809 0.0% 0.0% 34 -112,766 -17.27% Q2 2025 Aug 14, 2025
TWO SIGMA ADVISERS, LP History Reduced 530,200 4,718 0.01% 0.02% 35 -632,700 -54.41% Q2 2025 Aug 14, 2025
RICE HALL JAMES & ASSOCIATES, LLC History New 491,633 4,375 0.24% 36 +491,633 New Q2 2025 Aug 11, 2025
Raine Group LLC History New 461,282 4,105 25.8% 37 +461,282 New Q2 2025 Aug 14, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 459,216 4,087 0.0% 0.0% 38 +281,521 158.43% Q2 2025 Aug 14, 2025
Archon Capital Management LLC History New 455,961 4,058 3.33% 39 +455,961 New Q2 2025 Aug 13, 2025
ZACKS INVESTMENT MANAGEMENT History Reduced 411,027 3,658 0.03% 0.02% 40 -4,405 -1.06% Q2 2025 Aug 12, 2025
ESSEX INVESTMENT MANAGEMENT CO LLC History New 387,672 3,450 0.63% 41 +387,672 New Q2 2025 Aug 12, 2025
Informed Momentum Co LLC History New 364,032 3,239 0.49% 42 +364,032 New Q2 2025 Aug 12, 2025
Trexquant Investment LP History Added to 355,989 3,168 0.04% 0.02% 43 +61,106 20.72% Q2 2025 Aug 12, 2025
LATHROP INVESTMENT MANAGEMENT CO History New 332,041 2,955 0.56% 44 +332,041 New Q2 2025 Aug 04, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 311,408 2,771 0.0% 0.0% 45 +146,235 88.53% Q2 2025 Aug 14, 2025
PANAGORA ASSET MANAGEMENT INC History Reduced 297,704 2,649 0.01% 0.02% 46 -258,783 -46.5% Q2 2025 Aug 13, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 290,624 2,586 0.2% 47 +290,624 New Q2 2025 Aug 12, 2025
RAYMOND JAMES FINANCIAL INC History Added to 288,687 2,569 0.0% 0.0% 48 +3,325 1.17% Q2 2025 Aug 14, 2025
AMERICAN CENTURY COMPANIES INC History Added to 267,444 2,380 0.0% 0.0% 49 +26,584 11.04% Q2 2025 Aug 12, 2025
Nuveen, LLC History Reduced 259,086 2,305 0.0% 0.0% 50 -2,278,973 -89.79% Q2 2025 Aug 12, 2025
D. E. Shaw & Co., Inc. History Reduced 233,433 2,077 0.0% 0.0% 51 -290,119 -55.41% Q2 2025 Aug 14, 2025
READYSTATE ASSET MANAGEMENT LP History New 233,100 2,074 0.06% 52 +233,100 New Q2 2025 Aug 07, 2025
PRINCIPAL FINANCIAL GROUP INC History Added to 232,120 2,065 0.0% 0.0% 53 +32,246 16.13% Q2 2025 Aug 08, 2025
Quinn Opportunity Partners LLC History New 227,322 2,023 0.17% 54 +227,322 New Q2 2025 Aug 08, 2025
BARCLAYS PLC History Added to 224,436 1,997 0.0% 0.0% 55 +71,152 46.42% Q2 2025 Feb 27, 2026
Nicholas Investment Partners, LP History New 219,575 1,954 0.17% 56 +219,575 New Q2 2025 Aug 14, 2025
Russell Investments Group, Ltd. History Reduced 216,023 1,922 0.0% 0.0% 57 -62,699 -22.5% Q2 2025 Aug 13, 2025
UBS Group AG History Reduced 214,251 1,906 0.0% 0.0% 58 -13,617 -5.98% Q2 2025 Aug 14, 2025
Swiss National Bank History Added to 209,900 1,868 0.0% 0.0% 59 +4,100 1.99% Q2 2025 Aug 12, 2025
ALGERT GLOBAL LLC History New 208,652 1,857 0.04% 60 +208,652 New Q2 2025 Aug 14, 2025
Utah Retirement Systems History No change 202,389 1,801 0.02% 0.01% 61 0 0.0% Q2 2025 Aug 14, 2025
Conestoga Capital Advisors, LLC History Reduced 198,105 1,763 0.03% 0.02% 62 -67,780 -25.49% Q2 2025 Jul 30, 2025
Jackson Creek Investment Advisors LLC History New 186,054 1,656 0.45% 63 +186,054 New Q2 2025 Aug 13, 2025
LAZARD ASSET MANAGEMENT LLC History New 183,176 1,630 0.0% 64 +183,176 New Q2 2025 Aug 14, 2025
MARSHALL WACE, LLP History Reduced 183,054 1,629 0.0% 0.01% 65 -626,751 -77.4% Q2 2025 Aug 13, 2025
RHUMBLINE ADVISERS History Added to 170,817 1,520 0.0% 0.0% 66 +17,530 11.44% Q2 2025 Aug 12, 2025
AQR CAPITAL MANAGEMENT LLC History Added to 155,997 1,388 0.0% 0.0% 67 +33,237 27.07% Q2 2025 Aug 14, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 151,108 1,344 0.04% 68 +151,108 New Q2 2025 Aug 14, 2025
PEAK6 LLC History New 147,200 1,310 0.0% 69 +147,200 New Q2 2025 Mar 26, 2026
Legato Capital Management LLC History New 144,086 1,282 0.15% 70 +144,086 New Q2 2025 Aug 14, 2025
Legal & General Group Plc History Added to 132,335 1,177 0.0% 0.0% 71 +13,493 11.35% Q2 2025 Aug 12, 2025
FRANKLIN RESOURCES INC History Added to 124,471 1,107 0.0% 0.0% 72 +4,128 3.43% Q2 2025 Aug 12, 2025
D.A. DAVIDSON & CO. History Reduced 122,639 1,091 0.01% 0.01% 73 -12,023 -8.93% Q2 2025 Jul 30, 2025
Laurus Global Equity Management Inc. History New 120,910 1,076 0.7% 74 +120,910 New Q2 2025 Jul 23, 2025
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 119,786 1,066 0.03% 0.01% 75 +75,536 170.7% Q2 2025 Aug 14, 2025
ALLIANCEBERNSTEIN L.P. History Reduced 114,131 1,015 0.0% 0.0% 76 -395,109 -77.59% Q2 2025 Aug 14, 2025
PDT Partners, LLC History New 111,601 993 0.06% 77 +111,601 New Q2 2025 Aug 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History New 103,527 921 0.04% 78 +103,527 New Q2 2025 Aug 14, 2025
StoneX Group Inc. History Added to 101,056 899 0.04% 0.25% 79 +385 0.38% Q2 2025 Aug 13, 2025
WELLS FARGO & COMPANY/MN History Reduced 100,118 891 0.0% 0.0% 80 -4,944 -4.71% Q2 2025 Aug 14, 2025
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 97,847 870 0.0% 0.0% 81 0 0.0% Q2 2025 Aug 14, 2025
ACADIAN ASSET MANAGEMENT LLC History New 97,742 868 0.0% 83 +97,742 New Q2 2025 Aug 07, 2025
JPMORGAN CHASE & CO History Added to 97,587 868 0.0% 0.0% 82 +3,784 4.03% Q2 2025 Aug 12, 2025
INTECH INVESTMENT MANAGEMENT LLC History Added to 95,280 847 0.01% 0.01% 84 +616 0.65% Q2 2025 Aug 08, 2025
Allspring Global Investments Holdings, LLC History Reduced 94,819 843 0.0% 0.0% 85 -5,467 -5.45% Q2 2025 Jul 25, 2025
Centiva Capital, LP History Added to 90,000 801 0.01% 0.01% 86 +41,365 85.05% Q2 2025 Aug 13, 2025
AlphaQuest LLC History New 88,564 788 0.08% 88 +88,564 New Q2 2025 Jul 31, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 88,575 788 0.0% 0.0% 87 -28,105 -24.09% Q2 2025 Aug 07, 2025
MILLENNIUM MANAGEMENT LLC History Reduced 84,822 754 0.0% 0.0% 89 -276,936 -76.55% Q2 2025 Aug 14, 2025
SG Americas Securities, LLC History New 77,800 692 0.0% 90 +77,800 New Q2 2025 Aug 08, 2025
Campbell & CO Investment Adviser LLC History New 77,238 687 0.04% 91 +77,238 New Q2 2025 Aug 07, 2025
MetLife Investment Management, LLC History Added to 69,647 619 0.0% 0.0% 92 +6,194 9.76% Q2 2025 Aug 13, 2025
DC Investments Management, LLC History New 64,185 571 0.24% 93 +64,185 New Q2 2025 Aug 14, 2025
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 63,280 563 0.0% 0.0% 94 +132 0.21% Q2 2025 Aug 14, 2025
LPL Financial LLC History Reduced 58,220 518 0.0% 0.0% 95 -33,673 -36.64% Q2 2025 Aug 12, 2025
VOYA INVESTMENT MANAGEMENT LLC History Added to 58,085 516 0.0% 0.0% 96 +1,402 2.47% Q2 2025 Aug 14, 2025
RBF Capital, LLC History New 57,949 515 0.02% 97 +57,949 New Q2 2025 Aug 14, 2025
PRICE T ROWE ASSOCIATES INC /MD/ History New 57,684 514 0.0% 98 +57,684 New Q2 2025 Aug 14, 2025
Pathstone Holdings, LLC History Added to 55,550 494 0.0% 0.0% 99 +5,785 11.62% Q2 2025 Aug 12, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 54,098 481 0.0% 0.0% 100 -22,937 -29.77% Q2 2025 Aug 01, 2025
SEI INVESTMENTS CO History Added to 50,487 449 0.0% 0.0% 101 +5,123 11.29% Q2 2025 Aug 14, 2025
ROYAL BANK OF CANADA History Added to 48,505 431 0.0% 0.0% 102 +36,030 288.82% Q2 2025 Nov 21, 2025
CITIGROUP INC History Reduced 46,596 414 0.0% 0.0% 103 -33,843 -42.07% Q2 2025 Aug 11, 2025
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 41,916 373 0.0% 0.0% 104 +4,304 11.44% Q2 2025 Aug 14, 2025
Creative Planning History Added to 41,492 369 0.0% 0.0% 105 +8,640 26.3% Q2 2025 Aug 08, 2025
EP Wealth Advisors, LLC History Reduced 40,803 363 0.0% 0.0% 106 -5,623 -12.11% Q2 2025 Aug 14, 2025
Brevan Howard Capital Management LP History Reduced 40,698 362 0.0% 0.01% 107 -78,325 -65.81% Q2 2025 Aug 14, 2025
GROUP ONE TRADING LLC History Added to 39,444 351 0.0% 0.0% 108 +39,237 18955.07% Q2 2025 Aug 14, 2025
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 39,424 350 0.0% 0.0% 109 0 0.0% Q2 2025 Aug 07, 2025
COMERICA BANK History Reduced 38,872 345 0.0% 0.0% 110 -94,969 -70.96% Q2 2025 Aug 14, 2025
JANUS HENDERSON GROUP PLC History No change 37,238 331 0.0% 0.0% 111 0 0.0% Q2 2025 Aug 14, 2025
BNP PARIBAS FINANCIAL MARKETS History Reduced 36,704 326 0.0% 0.0% 112 -216,682 -85.51% Q2 2025 Aug 14, 2025
Verition Fund Management LLC History Reduced 35,227 313 0.0% 0.0% 113 -41,214 -53.92% Q2 2025 Aug 14, 2025
Diversified Trust Co History Added to 33,394 297 0.01% 0.0% 114 +51 0.15% Q2 2025 Jul 11, 2025
STEEL GROVE CAPITAL ADVISORS, LLC History New 32,802 291 0.03% 115 +32,802 New Q2 2025 Jul 30, 2025
Arizona State Retirement System History Added to 32,080 285 0.0% 0.0% 116 +1,648 5.42% Q2 2025 Aug 13, 2025
HB Wealth Management, LLC History Added to 30,819 274 0.0% 0.0% 117 +2,878 10.3% Q2 2025 Jul 17, 2025
CONNORS INVESTOR SERVICES INC History New 30,395 270 0.02% 118 +30,395 New Q2 2025 Jul 30, 2025
Quantinno Capital Management LP History Added to 30,202 268 0.0% 0.0% 119 +11,462 61.16% Q2 2025 Aug 14, 2025
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 29,640 263 0.0% 0.0% 120 0 0.0% Q2 2025 Aug 13, 2025
Bosman Wealth Management, LLC History New 28,748 255 0.23% 121 +28,748 New Q2 2025 Jul 17, 2025
SCS Capital Management LLC History Added to 28,324 252 0.0% 0.0% 122 +4,091 16.88% Q2 2025 Aug 13, 2025
Cerity Partners LLC History Added to 27,912 248 0.0% 0.0% 123 +1,626 6.19% Q2 2025 Aug 13, 2025
WINTON GROUP Ltd History New 26,755 238 0.01% 124 +26,755 New Q2 2025 Aug 14, 2025
Walleye Trading LLC History New 26,609 236 0.0% 125 +26,609 New Q2 2025 Aug 13, 2025
Graham Capital Management, L.P. History Reduced 26,037 231 0.0% 0.01% 126 -45,994 -63.85% Q2 2025 Aug 14, 2025
Cornerstone Investment Partners, LLC History New 25,919 230 0.01% 127 +25,919 New Q2 2025 Aug 06, 2025
Police & Firemen's Retirement System of New Jersey History Added to 25,717 228 0.0% 0.0% 128 +4,054 18.71% Q2 2025 Aug 08, 2025
SHERBROOKE PARK ADVISERS LLC History New 24,523 218 0.09% 129 +24,523 New Q2 2025 Aug 14, 2025
SYMMETRY PEAK MANAGEMENT LLC History New 24,400 217 0.1% 130 +24,400 New Q2 2025 Aug 14, 2025
Magnetar Financial LLC History Reduced 24,103 214 0.0% 0.01% 131 -74,977 -75.67% Q2 2025 Aug 12, 2025
ProShare Advisors LLC History New 23,682 210 0.0% 132 +23,682 New Q2 2025 Aug 07, 2025
CIBC Private Wealth Group LLC History New 22,875 203 0.0% 133 +22,875 New Q2 2025 Aug 12, 2025
KLP KAPITALFORVALTNING AS History Added to 22,700 202 0.0% 0.0% 134 +5,000 28.25% Q2 2025 Jul 23, 2025
Private Advisor Group, LLC History Reduced 20,838 185 0.0% 0.0% 135 -7,850 -27.36% Q2 2025 Aug 11, 2025
Catalyst Funds Management Pty Ltd History New 20,600 183 0.05% 137 +20,600 New Q2 2025 Aug 12, 2025
ExodusPoint Capital Management, LP History New 20,529 183 0.0% 136 +20,529 New Q2 2025 Aug 13, 2025
CAXTON ASSOCIATES LLP History Reduced 20,355 181 0.0% 0.01% 138 -39,773 -66.15% Q2 2025 Aug 15, 2025
Aquatic Capital Management LLC History Reduced 20,134 179 0.0% 0.02% 139 -89,955 -81.71% Q2 2025 Aug 14, 2025
Tower Research Capital LLC (TRC) History Added to 19,965 177 0.0% 0.0% 140 +12,891 182.23% Q2 2025 Aug 15, 2025
Tidal Investments LLC History New 19,447 173 0.0% 141 +19,447 New Q2 2025 Aug 14, 2025
CITADEL ADVISORS LLC History Reduced 19,100 169 0.0% 0.0% 142 -372,736 -95.13% Q2 2025 Aug 14, 2025
U.S. Capital Wealth Advisors, LLC History New 23,500 151 0.0% 143 +23,500 New Q2 2025 Jul 14, 2025
JANE STREET GROUP, LLC History Reduced 16,725 148 0.0% 0.0% 144 -49,640 -74.8% Q2 2025 Aug 14, 2025
WHITTIER TRUST CO OF NEVADA INC History No change 16,060 142 0.0% 0.0% 145 0 0.0% Q2 2025 Jul 30, 2025
Cetera Investment Advisers History New 15,240 135 0.0% 147 +15,240 New Q2 2025 Aug 08, 2025
SIMPLEX TRADING, LLC History Added to 15,199 135 0.0% 0.0% 146 +11,680 331.91% Q2 2025 Aug 05, 2025
STRS OHIO History New 15,100 134 0.0% 148 +15,100 New Q2 2025 Aug 04, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History New 14,038 124 0.01% 149 +14,038 New Q2 2025 Aug 14, 2025
CANADA PENSION PLAN INVESTMENT BOARD History New 13,300 118 0.0% 151 +13,300 New Q2 2025 Aug 14, 2025
VICTORY CAPITAL MANAGEMENT INC History Added to 13,368 118 0.0% 0.0% 150 +19 0.14% Q2 2025 Aug 13, 2025
ENVESTNET ASSET MANAGEMENT INC History Added to 12,326 109 0.0% 0.0% 152 +944 8.29% Q2 2025 Aug 01, 2025
Pictet Asset Management Holding SA History Reduced 12,034 107 0.0% 0.0% 153 -65 -0.54% Q2 2025 Aug 13, 2025
CWM, LLC History New 11,907 106 0.0% 154 +11,907 New Q2 2025 Jul 25, 2025
Ameritas Investment Partners, Inc. History New 11,791 104 0.0% 155 +11,791 New Q2 2025 Aug 12, 2025
HSBC HOLDINGS PLC History Reduced 11,163 98 0.0% 0.0% 156 -13,111 -54.01% Q2 2025 Aug 13, 2025
OSAIC HOLDINGS, INC. History Added to 10,761 95 0.0% 0.0% 157 +116 1.09% Q2 2025 Sep 04, 2025
Calamos Advisors LLC History No change 10,490 93 0.0% 0.0% 158 0 0.0% Q2 2025 Aug 08, 2025
Corient Private Wealth LLC History New 10,324 91 0.0% 160 +10,324 New Q2 2025 Sep 26, 2025
Entropy Technologies, LP History New 10,304 91 0.01% 161 +10,304 New Q2 2025 Aug 12, 2025
GSA CAPITAL PARTNERS LLP History New 10,263 91 0.01% 159 +10,263 New Q2 2025 Jul 22, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 10,137 90 0.0% 0.0% 162 -877 -7.96% Q2 2025 Aug 14, 2025
Pointe Capital Management LLC History New 10,000 89 0.05% 163 +10,000 New Q2 2025 Aug 05, 2025
Bollard Group LLC History New 9,510 85 0.0% 164 +9,510 New Q2 2025 Aug 13, 2025
State of Wyoming History New 8,954 79 0.01% 165 +8,954 New Q2 2025 Aug 19, 2025
Tortoise Investment Management, LLC History No change 8,355 74 0.01% 0.01% 166 0 0.0% Q2 2025 Aug 08, 2025
Plante Moran Financial Advisors, LLC History New 5,142 45 0.0% 167 +5,142 New Q2 2025 Aug 05, 2025
AMALGAMATED BANK History New 3,632 32 0.0% 168 +3,632 New Q2 2025 Aug 04, 2025
CULLEN/FROST BANKERS, INC. History Added to 3,430 30 0.0% 0.0% 169 +2,167 171.58% Q2 2025 Jul 30, 2025
DELTA ASSET MANAGEMENT LLC/TN History New 3,000 26 0.0% 170 +3,000 New Q2 2025 Aug 11, 2025
SUMMIT SECURITIES GROUP LLC History New 2,000 17 0.0% 171 +2,000 New Q2 2025 Aug 12, 2025
GAMMA Investing LLC History New 1,576 14 0.0% 172 +1,576 New Q2 2025 Jul 14, 2025
MCF Advisors LLC History New 1,472 13 0.0% 174 +1,472 New Q2 2025 Jul 15, 2025
NISA INVESTMENT ADVISORS, LLC History Reduced 1,464 13 0.0% 0.0% 173 -1,062 -42.04% Q2 2025 Jul 31, 2025
Steward Partners Investment Advisory, LLC History No change 1,500 13 0.0% 0.0% 175 0 0.0% Q2 2025 Aug 12, 2025
Sterling Capital Management LLC History Added to 1,455 12 0.0% 0.0% 176 +462 46.53% Q2 2025 Aug 08, 2025
BNP Paribas Asset Management Holding S.A. History New 1,245 11 0.0% 177 +1,245 New Q2 2025 Aug 06, 2025
SBI Securities Co., Ltd. History Reduced 1,131 10 0.0% 0.0% 178 -3,521 -75.69% Q2 2025 Aug 08, 2025
IFP Advisors, Inc History Closed out 0 9 0.0% 0.0% 179 -249 -100.0% Q1 2025 May 05, 2025
Hillsdale Investment Management Inc. History Reduced 900 8 0.0% 0.0% 180 -200 -18.18% Q2 2025 Aug 12, 2025
MAI Capital Management History New 879 7 0.0% 181 +879 New Q2 2025 Aug 12, 2025
Versant Capital Management, Inc History New 825 7 0.0% 182 +825 New Q2 2025 Jul 07, 2025
Caitong International Asset Management Co., Ltd History New 654 5 0.0% 184 +654 New Q2 2025 Jul 31, 2025
DANSKE BANK A/S History No change 600 5 0.0% 0.0% 183 0 0.0% Q2 2025 Dec 18, 2025
Ameritas Advisory Services, LLC History New 450 4 0.0% 186 +450 New Q2 2025 Jul 21, 2025
Allworth Financial LP History Added to 559 4 0.0% 0.0% 185 +350 167.46% Q2 2025 Aug 07, 2025
Aster Capital Management (DIFC) Ltd History New 386 3 0.0% 190 +386 New Q2 2025 Aug 14, 2025
Covestor Ltd History New 332 3 0.0% 189 +332 New Q2 2025 Aug 11, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Added to 446 3 0.0% 188 +323 262.6% Q2 2025 Aug 08, 2025
US BANCORP \DE\ History No change 427 3 0.0% 0.0% 187 0 0.0% Q2 2025 Jul 24, 2025
ROTHSCHILD INVESTMENT LLC History New 295 2 0.0% 192 +295 New Q2 2025 Aug 11, 2025
Clearstead Advisors, LLC History New 231 2 0.0% 193 +231 New Q2 2025 Aug 08, 2025
HUNTINGTON NATIONAL BANK History Reduced 225 2 0.0% 0.0% 191 -5 -2.17% Q2 2025 Aug 05, 2025
EverSource Wealth Advisors, LLC History New 213 1 0.0% 197 +213 New Q2 2025 Aug 13, 2025
TOTH FINANCIAL ADVISORY CORP History New 200 1 0.0% 194 +200 New Q2 2025 Jul 14, 2025
Game Plan Financial Advisors, LLC History New 200 1 0.0% 198 +200 New Q2 2025 Jul 24, 2025
Parkside Financial Bank & Trust History New 160 1 0.0% 196 +160 New Q2 2025 Aug 07, 2025
BESSEMER GROUP INC History New 73 1 0.0% 195 +73 New Q2 2025 Aug 01, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.02% -758,332 -100.0% Q1 2025 May 15, 2025
Man Group plc History Closed out 0 0 0.0% -105,660 -100.0% Q1 2025 May 15, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -57,600 -100.0% Q1 2025 May 14, 2025
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -43,919 -100.0% Q1 2025 Apr 23, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -42,780 -100.0% Q1 2025 May 15, 2025
Cresset Asset Management, LLC History Closed out 0 0 0.0% -41,005 -100.0% Q1 2025 May 13, 2025
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 0.0% -33,579 -100.0% Q1 2025 Aug 26, 2025
CIBC WORLD MARKETS CORP History Closed out 0 0 0.0% -23,576 -100.0% Q1 2025 May 13, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -19,312 -100.0% Q1 2025 May 13, 2025
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -15,434 -100.0% Q1 2025 May 06, 2025
Amundi History Closed out 0 0 0.0% -13,960 -100.0% Q1 2025 May 15, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -12,800 -100.0% Q1 2025 May 05, 2025
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 0.0% -11,100 -100.0% Q1 2025 May 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 -4,800 -100.0% Q1 2025 May 15, 2025
CoreCap Advisors, LLC History New 109 0 +109 New Q2 2025 Aug 14, 2025
Smartleaf Asset Management LLC History New 107 0 +107 New Q2 2025 Aug 14, 2025
True Wealth Design, LLC History New 90 0 +90 New Q2 2025 Aug 06, 2025
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 -87 -100.0% Q1 2025 May 13, 2025
Parallel Advisors, LLC History Reduced 33 0 -53 -61.63% Q2 2025 Jul 08, 2025
TWIN PEAKS WEALTH ADVISORS, LLC History New 34 0 +34 New Q2 2025 Aug 13, 2025
NATIONAL BANK OF CANADA /FI/ History New 7 0 +7 New Q2 2025 Aug 18, 2025
Blue Trust, Inc. History No change 105 0 0 0.0% Q2 2025 Jul 24, 2025