Optimum Communications, Inc. - OPTU

Detailed investor-level table based on 13F positions.

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 27,879,788 46,001 0.0% 0.0% 1 +476,031 1.74% Q4 2025 Jan 29, 2026
Empyrean Capital Partners, LP History Added to 25,028,407 41,296 1.44% 2.23% 2 +1,928,407 8.35% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 20,427,393 33,705 0.0% 0.0% 3 +1,158,762 6.01% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 16,445,267 27,134 0.01% 0.01% 4 +3,477,485 26.82% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 14,834,914 24,477 0.01% 0.01% 5 +3,371,150 29.41% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 9,508,306 15,688 0.01% 0.01% 6 +71,849 0.76% Q4 2025 Feb 17, 2026
REDWOOD CAPITAL MANAGEMENT, LLC History No change 8,189,270 13,512 1.45% 1.91% 7 0 0.0% Q4 2025 Feb 17, 2026
KING STREET CAPITAL MANAGEMENT, L.P. History Added to 8,032,126 13,253 1.83% 0.42% 8 +3,993,552 98.89% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 7,596,080 12,533 0.0% 0.0% 9 +592,347 8.46% Q4 2025 Mar 25, 2026
OAKTREE CAPITAL MANAGEMENT LP History No change 7,500,000 12,375 0.18% 0.28% 10 0 0.0% Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Reduced 7,420,520 12,243 0.02% 0.04% 11 -2,879,658 -27.96% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 7,413,357 12,232 0.0% 0.0% 12 +1,889,681 34.21% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 7,333,165 12,099 0.0% 0.0% 13 -1,470,392 -16.7% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,255,567 10,324 0.0% 0.0% 14 +47,022 0.76% Q4 2025 Feb 09, 2026
Hudson Bay Capital Management LP History Reduced 6,249,991 10,312 0.03% 0.05% 15 -500,000 -7.41% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 6,161,091 10,165 0.0% 0.0% 16 +411,314 7.15% Q4 2025 Feb 13, 2026
Apollo Management Holdings, L.P. History Reduced 6,104,649 10,072 0.08% 0.29% 17 -4,846,273 -44.25% Q4 2025 Feb 17, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 6,015,682 9,926 0.14% 0.32% 18 +247,000 4.28% Q4 2025 Feb 13, 2026
CastleKnight Management LP History Added to 5,104,410 8,422 0.19% 0.17% 19 +1,480,579 40.86% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History Reduced 5,084,853 8,390 0.01% 0.01% 20 -7,307 -0.14% Q4 2025 Feb 12, 2026
Senator Investment Group LP History New 5,000,000 8,250 0.33% 21 +5,000,000 New Q4 2025 Feb 13, 2026
FOURSIXTHREE CAPITAL LP History Added to 4,639,586 7,655 2.97% 2.69% 22 +583,948 14.4% Q4 2025 Feb 17, 2026
NORGES BANK History New 4,623,111 7,628 0.0% 23 +4,623,111 New Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 4,307,488 7,107 0.0% 0.0% 24 +140,596 3.37% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 3,960,000 6,534 0.01% 0.02% 25 -1,035,400 -20.73% Q4 2025 Feb 12, 2026
Cerberus Capital Management, L.P. History No change 3,940,785 6,502 0.25% 0.34% 26 0 0.0% Q4 2025 Feb 17, 2026
Mount Capital Ltd History No change 3,889,664 6,417 2.59% 3.36% 27 0 0.0% Q4 2025 Feb 11, 2026
ARES MANAGEMENT LLC History No change 3,547,478 5,853 0.33% 0.39% 28 0 0.0% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 3,469,526 5,724 0.0% 0.0% 29 +1,353,422 63.96% Q4 2025 Feb 17, 2026
Diameter Capital Partners LP History Reduced 3,188,947 5,261 0.48% 1.45% 30 -6,581,213 -67.36% Q4 2025 Feb 17, 2026
Bracebridge Capital, LLC History Reduced 3,131,018 5,166 0.17% 0.72% 31 -2,596,047 -45.33% Q4 2025 Feb 17, 2026
140 Summer Partners LP History Reduced 3,095,473 5,107 0.38% 0.66% 32 -64,103 -2.03% Q4 2025 Feb 17, 2026
Silver Rock Financial LP History Added to 2,800,000 4,620 8.26% 4.17% 33 +1,600,000 133.33% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,695,189 4,446 0.0% 0.0% 34 -300,180 -10.02% Q4 2025 Feb 12, 2026
Kite Lake Capital Management (UK) LLP History New 2,489,335 4,107 6.88% 35 +2,489,335 New Q4 2025 Feb 17, 2026
Paloma Partners Management Co History Added to 2,347,922 3,874 0.71% 0.89% 36 +100,000 4.45% Q4 2025 Feb 17, 2026
HG Vora Capital Management, LLC History Reduced 2,300,000 3,795 1.43% 1.01% 37 -800,000 -25.81% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,971,618 3,253 0.0% 0.0% 38 -164,166 -7.69% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 1,886,212 3,112 0.0% 0.0% 39 +701,212 59.17% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 1,798,734 2,967 0.01% 0.01% 40 +478,034 36.2% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,715,434 2,830 0.0% 41 +1,715,434 New Q4 2025 Feb 17, 2026
Saba Capital Management, L.P. History Added to 1,356,888 2,238 0.07% 0.01% 42 +1,236,437 1026.51% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,347,744 2,203 0.0% 0.0% 43 +343,072 34.15% Q4 2025 Feb 17, 2026
Helix Partners Management LP History New 1,250,000 2,062 0.69% 44 +1,250,000 New Q4 2025 Feb 13, 2026
UBS Group AG History Added to 1,227,562 2,025 0.0% 0.0% 45 +347,888 39.55% Q4 2025 Jan 29, 2026
MHR FUND MANAGEMENT LLC History Added to 1,070,800 1,766 0.15% 0.04% 46 +903,000 538.14% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,039,097 1,714 0.0% 0.0% 47 +727,398 233.37% Q4 2025 Feb 17, 2026
Rokos Capital Management LLP History New 1,000,000 1,655 0.01% 48 +1,000,000 New Q4 2025 Feb 13, 2026
READYSTATE ASSET MANAGEMENT LP History Added to 995,210 1,642 0.07% 0.0% 49 +978,727 5937.8% Q4 2025 Feb 17, 2026
BW Gestao de Investimentos Ltda. History New 980,797 1,618 0.04% 50 +980,797 New Q4 2025 Feb 10, 2026
MACKENZIE FINANCIAL CORP History Added to 928,803 1,520 0.0% 0.0% 51 +128,343 16.03% Q4 2025 Feb 18, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 888,946 1,466 0.07% 0.16% 52 -862,778 -49.25% Q4 2025 Feb 17, 2026
SHENKMAN CAPITAL MANAGEMENT INC History Reduced 863,189 1,443 0.15% 0.43% 53 -938,111 -52.08% Q4 2025 Feb 10, 2026
Alta Fundamental Advisers LLC History New 750,000 1,237 0.56% 54 +750,000 New Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 717,510 1,183 0.0% 0.0% 55 -40,596 -5.35% Q4 2025 Feb 10, 2026
Optimize Financial Inc History Added to 671,334 1,107 0.56% 0.83% 56 +9,656 1.46% Q4 2025 Feb 09, 2026
Taconic Capital Advisors LP History Reduced 662,759 1,093 0.54% 1.57% 57 -376,704 -36.24% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 571,757 943 0.0% 0.0% 58 -75,000 -11.6% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 552,695 911 0.0% 0.0% 59 +28,460 5.43% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History Added to 505,459 834 0.0% 0.0% 60 +215,459 74.3% Q4 2025 Feb 09, 2026
Compass Rose Asset Management, LP History Reduced 500,000 825 0.07% 1.01% 61 -2,000,000 -80.0% Q4 2025 Feb 11, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 475,441 784 0.01% 0.01% 62 0 0.0% Q4 2025 Feb 02, 2026
Swiss National Bank History No change 467,200 770 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 446,106 736 0.0% 0.0% 64 +10,792 2.48% Q4 2025 Feb 19, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 441,553 728 0.0% 0.0% 65 -177,875 -28.72% Q4 2025 Jan 30, 2026
Verition Fund Management LLC History Reduced 440,292 726 0.0% 0.0% 66 -60,695 -12.12% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 427,382 705 0.0% 0.0% 67 +52,557 14.02% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 394,643 651 0.0% 0.0% 68 +181,811 85.42% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 302,601 499 0.0% 0.0% 69 +30,878 11.36% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 275,496 454 0.0% 0.0% 70 -47,835 -14.79% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History New 275,000 453 0.01% 71 +275,000 New Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 264,244 436 0.0% 0.0% 72 -1,538 -0.58% Q4 2025 Feb 09, 2026
FEDERATED HERMES, INC. History Added to 250,645 413 0.0% 0.0% 73 +59,683 31.25% Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 243,688 402 0.01% 0.01% 74 -99,830 -29.06% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 243,320 401 0.0% 0.0% 75 -233 -0.1% Q4 2025 Feb 17, 2026
PEAK6 LLC History New 242,600 400 0.0% 76 +242,600 New Q4 2025 Mar 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 236,500 390 0.0% 0.0% 77 -38,400 -13.97% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History New 211,056 348 0.0% 78 +211,056 New Q4 2025 Mar 09, 2026
Sentinel Dome Partners, LLC History New 200,000 330 0.22% 79 +200,000 New Q4 2025 Mar 05, 2026
XTX Topco Ltd History New 199,423 329 0.01% 80 +199,423 New Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 195,452 323 0.0% 0.0% 81 0 0.0% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History No change 113,509 273 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 157,084 259 0.0% 0.0% 83 -179,498 -53.33% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History No change 150,000 247 0.01% 0.01% 84 0 0.0% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 131,400 216 0.0% 0.0% 85 +78,400 147.92% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 129,373 213 0.0% 0.0% 86 +34,031 35.69% Q4 2025 Mar 20, 2026
Aquatic Capital Management LLC History Added to 125,257 206 0.01% 0.01% 87 +10,081 8.75% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 121,407 200 0.0% 0.0% 88 -1,347 -1.1% Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 119,001 196 0.0% 0.0% 89 +37,909 46.75% Q4 2025 Jan 27, 2026
CITIGROUP INC History Reduced 110,645 182 0.0% 0.0% 90 -13,709 -11.02% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 108,663 179 0.0% 0.01% 91 -1,502,981 -93.26% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 108,600 179 0.0% 0.0% 92 -135,855 -55.57% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Reduced 104,302 172 0.0% 0.0% 93 -37,267 -26.32% Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Added to 101,880 168 0.0% 0.0% 94 +215 0.21% Q4 2025 Feb 05, 2026
Quantbot Technologies LP History Reduced 96,035 158 0.01% 0.01% 95 -71,124 -42.55% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 94,299 156 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 92,631 152 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 90,000 148 0.01% 98 +90,000 New Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 88,500 146 0.0% 0.0% 99 +44,800 102.52% Q4 2025 Jan 28, 2026
Calamos Advisors LLC History No change 82,405 135 0.0% 0.0% 100 0 0.0% Q4 2025 Jan 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 81,200 133 0.0% 101 +81,200 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 72,472 119 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 13, 2026
Leonteq Securities AG History No change 71,999 118 0.0% 0.01% 103 0 0.0% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Added to 70,252 115 0.0% 0.0% 104 +7,576 12.09% Q4 2025 Feb 13, 2026
EntryPoint Capital, LLC History New 69,037 113 0.04% 105 +69,037 New Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 68,128 112 0.0% 0.0% 106 -3,180 -4.46% Q4 2025 Jan 28, 2026
Eos Management, L.P. History No change 58,800 97 0.04% 0.06% 107 0 0.0% Q4 2025 Mar 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 57,160 94 0.0% 0.0% 108 +4,202 7.93% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 49,483 81 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 47,778 78 0.0% 0.0% 110 +3,074 6.88% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 46,414 77 0.0% 0.0% 111 -1,628 -3.39% Q4 2025 Jan 09, 2026
Squarepoint Ops LLC History Reduced 44,591 73 0.0% 0.0% 112 -185,216 -80.6% Q4 2025 Feb 13, 2026
nVerses Capital, LLC History New 44,686 73 0.16% 113 +44,686 New Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History No change 43,905 72 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 43,315 71 0.0% 0.0% 115 -9,252 -17.6% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 38,322 63 0.0% 0.0% 116 +16,667 76.97% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 36,769 60 0.0% 0.0% 117 -142 -0.38% Q4 2025 Feb 17, 2026
CIBC Asset Management Inc History New 35,607 58 0.0% 118 +35,607 New Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History Added to 32,212 54 0.0% 0.0% 119 +29,857 1267.81% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History No change 31,173 51 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History New 30,000 49 0.0% 122 +30,000 New Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 29,905 49 0.0% 0.01% 121 -511 -1.68% Q4 2025 Jan 20, 2026
CWM, LLC History Added to 29,132 48 0.0% 0.0% 123 +5,868 25.22% Q4 2025 Jan 26, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 28,256 46 0.0% 0.0% 124 +1,432 5.34% Q4 2025 Feb 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 27,014 44 0.0% 0.02% 126 -190,222 -87.56% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 26,896 44 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History No change 26,746 44 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 29, 2026
DoubleLine ETF Adviser LP History Added to 26,002 42 0.01% 0.01% 128 +10,380 66.44% Q4 2025 Feb 17, 2026
DRW Securities, LLC History New 25,318 41 0.0% 129 +25,318 New Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 23,800 39 0.0% 0.0% 130 -58,900 -71.22% Q4 2025 Feb 12, 2026
Mariner, LLC History New 23,775 39 0.0% 131 +23,775 New Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 23,038 38 0.0% 0.0% 132 0 0.0% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History No change 21,842 36 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 20,436 33 0.0% 0.0% 134 +60 0.29% Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 17,296 28 0.0% 135 +17,296 New Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 16,807 27 0.0% 136 +16,807 New Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 15,330 25 0.0% 0.0% 137 -16,685 -52.12% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Added to 14,193 23 0.0% 0.0% 138 +1,520 11.99% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 13,977 23 0.0% 0.0% 139 -1,323 -8.65% Q4 2025 Jan 08, 2026
Tower Research Capital LLC (TRC) History Reduced 13,022 21 0.0% 0.0% 142 -11,630 -47.18% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 13,095 21 0.0% 0.0% 140 -9,519 -42.09% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 13,055 21 0.0% 0.0% 141 -2,362 -15.32% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History New 12,424 20 0.0% 143 +12,424 New Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History New 12,008 19 0.0% 145 +12,008 New Q4 2025 Jan 26, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 11,714 19 0.0% 0.0% 144 -6,509 -35.72% Q4 2025 Feb 02, 2026
Swiss Life Asset Management Ltd History New 10,937 18 0.0% 146 +10,937 New Q4 2025 Feb 04, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 11,037 18 0.0% 0.0% 147 0 0.0% Q4 2025 Jan 28, 2026
Y-Intercept (Hong Kong) Ltd History New 10,871 17 0.0% 149 +10,871 New Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History New 10,409 17 0.0% 148 +10,409 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History New 10,075 16 0.0% 150 +10,075 New Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History New 10,000 16 0.0% 151 +10,000 New Q4 2025 Feb 18, 2026
Greenland Capital Management LP History New 10,000 16 0.0% 152 +10,000 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 8,214 14 0.0% 0.0% 153 -715 -8.01% Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 4,436 7 0.0% 154 +4,042 1025.89% Q4 2025 Jan 15, 2026
FMR LLC History Reduced 4,120 6 0.0% 0.0% 155 -776 -15.85% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 3,023 4 0.0% 0.0% 156 +832 37.97% Q4 2025 Feb 17, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 1,890 3 0.0% 0.0% 157 -35 -1.82% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 2,100 3 0.0% 0.0% 158 -9 -0.43% Q4 2025 Feb 17, 2026
FNY Investment Advisers, LLC History New 1,200 1 0.0% 160 +1,200 New Q4 2025 Jan 16, 2026
Aster Capital Management (DIFC) Ltd History Reduced 618 1 0.0% 0.0% 162 -967 -61.01% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 1,185 1 0.0% 0.0% 159 +401 51.15% Q4 2025 Feb 06, 2026
Deseret Mutual Benefit Administrators History No change 1,201 1 0.0% 0.0% 161 0 0.0% Q4 2025 Feb 11, 2026
PRIMECAP MANAGEMENT CO/CA/ History Closed out 0 0 0.01% -4,869,860 -100.0% Q3 2025 Nov 12, 2025
SONA ASSET MANAGEMENT (US) LLC History Closed out 0 0 0.15% -2,600,000 -100.0% Q3 2025 Nov 14, 2025
P SCHOENFELD ASSET MANAGEMENT LP History Closed out 0 0 0.81% -1,805,800 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.01% -794,441 -100.0% Q3 2025 Nov 14, 2025
BRUNI J V & CO /CO History Closed out 0 0 0.17% -693,226 -100.0% Q3 2025 Nov 10, 2025
FIRST TRUST ADVISORS LP History Closed out 0 0 0.0% -569,385 -100.0% Q3 2025 Nov 12, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -248,271 -100.0% Q3 2025 Nov 14, 2025
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -246,194 -100.0% Q3 2025 Oct 07, 2025
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -170,395 -100.0% Q3 2025 Nov 13, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -156,398 -100.0% Q3 2025 Nov 14, 2025
Brooklands Fund Management Ltd History Closed out 0 0 0.44% -145,841 -100.0% Q3 2025 Nov 14, 2025
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -139,069 -100.0% Q3 2025 Nov 12, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -110,460 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.0% -33,533 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -31,343 -100.0% Q3 2025 Oct 30, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.01% -25,000 -100.0% Q3 2025 Nov 13, 2025
GUARDIAN CAPITAL LP History Closed out 0 0 0.0% -21,408 -100.0% Q3 2025 Nov 12, 2025
Morningstar Investment Management LLC History Closed out 0 0 0.0% -16,055 -100.0% Q3 2025 Nov 17, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -14,360 -100.0% Q3 2025 Nov 14, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 0.0% -14,079 -100.0% Q3 2025 Oct 31, 2025
R Squared Ltd History Closed out 0 0 0.01% -10,273 -100.0% Q3 2025 Nov 12, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -7,673 -100.0% Q3 2025 Nov 14, 2025
Caitong International Asset Management Co., Ltd History Reduced 72 0 0.0% -2,527 -97.23% Q4 2025 Mar 03, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -1,382 -100.0% Q3 2025 Nov 10, 2025
True Wealth Design, LLC History Reduced 156 0 0.0% -913 -85.41% Q4 2025 Jan 08, 2026
Groupe la Francaise History Closed out 0 0 0.0% -873 -100.0% Q3 2025 Nov 13, 2025
Covestor Ltd History New 224 0 +224 New Q4 2025 Feb 06, 2026
Quent Capital, LLC History Closed out 0 0 -121 -100.0% Q3 2025 Oct 27, 2025
TUCKER ASSET MANAGEMENT LLC History New 100 0 +100 New Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History New 97 0 +97 New Q4 2025 Jan 23, 2026
IFP Advisors, Inc History Reduced 127 0 -89 -41.2% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 114 0 -85 -42.71% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History New 49 0 +49 New Q4 2025 Feb 20, 2026
Advisory Services Network, LLC History Closed out 0 0 -41 -100.0% Q3 2025 Nov 18, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 24 0 +24 New Q4 2025 Feb 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Closed out 0 0 -24 -100.0% Q3 2025 Nov 07, 2025
Eurizon Capital SGR S.p.A. History New 13 0 +13 New Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History New 7 0 +7 New Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 172 0 0 0.0% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History No change 150 0 0 0.0% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History No change 400 0 0 0.0% Q4 2025 Mar 16, 2026