Vaxcyte, Inc. - PCVX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
FMR LLC History Added to 13,834,514 638,324 0.03% 0.02% 1 +1,324,581 10.59% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 13,387,188 617,730 0.28% 0.22% 2 +282,985 2.16% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 12,193,986 562,630 0.01% 0.01% 3 -126,467 -1.03% Q4 2025 Jan 29, 2026
RA CAPITAL MANAGEMENT, L.P. History Reduced 10,724,599 494,832 5.07% 5.31% 4 -1,241,392 -10.37% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 10,246,378 472,767 0.01% 0.01% 5 +290,400 2.92% Q4 2025 Feb 12, 2026
T. Rowe Price Investment Management, Inc. History Reduced 6,682,676 308,339 0.19% 0.18% 6 -1,632,619 -19.63% Q4 2025 Feb 19, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 5,966,310 275,285 0.05% 0.03% 7 +933,539 18.55% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 4,980,005 229,777 0.01% 0.01% 8 +194,116 4.06% Q4 2025 Feb 13, 2026
Paradigm Biocapital Advisors LP History Added to 4,068,020 187,698 4.79% 3.88% 9 +283,265 7.48% Q4 2025 Feb 17, 2026
Deep Track Capital, LP History Added to 4,000,000 184,560 3.29% 3.02% 10 +1,000,000 33.33% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 3,631,053 167,536 0.09% 0.09% 11 -659,737 -15.38% Q4 2025 Feb 17, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Reduced 3,539,717 163,322 0.68% 0.56% 12 -192,998 -5.17% Q4 2025 Feb 11, 2026
Kynam Capital Management, LP History Reduced 2,922,335 134,836 8.61% 8.24% 13 -149,253 -4.86% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,866,305 132,271 0.01% 0.01% 14 -17,735 -0.61% Q4 2025 Feb 09, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 1,725,000 79,591 0.12% 0.02% 15 +1,392,000 418.02% Q4 2025 Feb 17, 2026
Caligan Partners LP History New 1,704,815 78,660 6.48% 16 +1,704,815 New Q4 2025 Feb 17, 2026
Polar Capital Holdings Plc History New 1,672,783 77,182 0.3% 17 +1,672,783 New Q4 2025 Feb 17, 2026
Pivotal bioVenture Partners Investment Advisor LLC History No change 1,372,425 63,323 24.48% 28.58% 18 0 0.0% Q4 2025 Feb 13, 2026
MAVERICK CAPITAL LTD History Added to 1,354,237 62,484 0.67% 0.62% 19 +64,670 5.01% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,293,830 59,697 0.01% 0.01% 20 +423 0.03% Q4 2025 Feb 13, 2026
NORGES BANK History New 1,228,939 56,703 0.01% 21 +1,228,939 New Q4 2025 Feb 10, 2026
Eversept Partners, LP History Reduced 1,197,722 55,262 2.78% 3.53% 22 -224,261 -15.77% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,175,339 54,232 0.01% 0.01% 23 -513,144 -30.39% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,103,220 50,902 0.01% 0.0% 24 +127,843 13.11% Q4 2025 Mar 25, 2026
UBS Group AG History Added to 1,093,593 50,458 0.01% 0.0% 25 +246,020 29.03% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Reduced 1,085,519 50,085 0.0% 0.0% 26 -479,517 -30.64% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Reduced 1,034,180 47,717 0.01% 0.0% 27 -39,166 -3.65% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Added to 979,765 45,206 0.07% 0.04% 28 +256,972 35.55% Q4 2025 Jan 16, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 917,115 42,312 0.66% 0.22% 29 +537,785 141.77% Q4 2025 Feb 13, 2026
Novo Holdings A/S History No change 916,160 42,271 3.28% 2.13% 30 0 0.0% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History Reduced 881,435 40,669 0.04% 0.04% 31 -148,194 -14.39% Q4 2025 Jan 29, 2026
Capital Research Global Investors History No change 842,978 38,895 0.01% 0.01% 32 0 0.0% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 835,387 38,544 0.0% 0.0% 33 +50,904 6.49% Q4 2025 Feb 13, 2026
Saturn V Capital Management LP History Added to 798,940 36,863 6.77% 6.23% 34 +10,499 1.33% Q4 2025 Feb 17, 2026
Trails Edge Capital Partners, LP History New 737,470 34,026 8.41% 35 +737,470 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 701,634 32,373 0.0% 0.0% 36 +66,564 10.48% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 677,553 31,262 0.02% 0.02% 37 -493,346 -42.13% Q4 2025 Jan 30, 2026
Logos Global Management LP History Added to 650,000 29,991 1.81% 2.02% 38 +25,000 4.0% Q4 2025 Feb 17, 2026
Soleus Capital Management, L.P. History New 608,958 28,097 1.04% 39 +608,958 New Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Reduced 566,925 26,157 0.04% 0.03% 40 -110,060 -16.26% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 549,514 25,354 0.01% 0.01% 41 +234,622 74.51% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Added to 544,728 25,133 0.03% 0.01% 42 +324,778 147.66% Q4 2025 Jan 09, 2026
Ensign Peak Advisors, Inc History Reduced 527,688 24,347 0.04% 0.03% 43 -1,165 -0.22% Q4 2025 Feb 12, 2026
FEDERATED HERMES, INC. History Added to 523,489 24,153 0.04% 0.0% 44 +505,333 2783.28% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 497,740 22,965 0.34% 0.07% 45 +369,009 286.65% Q4 2025 Feb 17, 2026
EcoR1 Capital, LLC History New 450,000 20,763 0.94% 46 +450,000 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 449,363 20,733 0.0% 0.0% 47 +9,751 2.22% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 424,294 19,576 0.01% 0.01% 48 -524,673 -55.29% Q4 2025 Feb 17, 2026
Spruce Street Capital LP History New 400,360 18,472 6.1% 49 +400,360 New Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 398,774 18,399 0.0% 0.0% 50 +146,075 57.81% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 389,010 17,948 0.0% 0.0% 51 -9,134 -2.29% Q4 2025 Feb 13, 2026
Ikarian Capital, LLC History Added to 378,682 17,472 1.36% 1.16% 52 +60,000 18.83% Q4 2025 Feb 18, 2026
TD ASSET MANAGEMENT INC History Reduced 363,734 16,782 0.01% 0.01% 53 -34,746 -8.72% Q4 2025 Feb 10, 2026
AMERICAN CENTURY COMPANIES INC History Added to 357,300 16,485 0.01% 0.01% 54 +13,273 3.86% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 342,894 15,821 0.01% 0.0% 55 -54,895 -13.8% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 336,143 15,509 0.0% 0.0% 56 +37 0.01% Q4 2025 Feb 11, 2026
ADAR1 Capital Management, LLC History Added to 315,642 14,563 1.07% 0.72% 57 +102,578 48.14% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Reduced 312,804 14,432 0.0% 0.0% 58 -119,393 -27.62% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 307,202 14,174 0.0% 0.0% 59 -177,436 -36.61% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 305,194 14,081 0.0% 0.0% 60 -69,708 -18.59% Q4 2025 Feb 17, 2026
Artisan Partners Limited Partnership History New 304,049 14,028 0.02% 61 +304,049 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 296,195 13,666 0.0% 0.0% 62 -97,719 -24.81% Q4 2025 Feb 13, 2026
Elmind Capital, LP History New 291,500 13,449 3.97% 63 +291,500 New Q4 2025 Feb 17, 2026
TANG CAPITAL MANAGEMENT LLC History Reduced 275,000 12,688 0.63% 0.42% 64 -25,000 -8.33% Q4 2025 Feb 17, 2026
Woodline Partners LP History Added to 274,740 12,676 0.05% 0.04% 65 +27,754 11.24% Q4 2025 Feb 17, 2026
University of Wisconsin Foundation History New 247,000 11,396 9.58% 66 +247,000 New Q4 2025 Feb 13, 2026
Alyeska Investment Group, L.P. History No change 244,775 11,293 0.03% 0.03% 67 0 0.0% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 241,880 11,160 0.0% 0.01% 68 -71,198 -22.74% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 230,400 10,630 0.01% 0.0% 69 +5,300 2.35% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 207,090 9,555 0.01% 0.02% 70 -346,759 -62.61% Q4 2025 Feb 17, 2026
C WorldWide Group Holding A/S History No change 195,000 8,997 0.16% 0.11% 71 0 0.0% Q4 2025 Feb 04, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 193,423 8,924 0.12% 0.09% 72 +8,628 4.67% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 191,786 8,849 0.0% 0.0% 73 +163,419 576.09% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 185,851 8,454 0.0% 0.0% 74 -3,442 -1.82% Q4 2025 Feb 18, 2026
Point72 Asset Management, L.P. History Reduced 161,614 7,456 0.01% 0.04% 75 -535,229 -76.81% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 150,919 6,963 0.01% 0.01% 76 -32,293 -17.63% Q4 2025 Feb 13, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History Reduced 148,787 6,865 0.95% 1.53% 77 -165,552 -52.67% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 144,603 6,671 0.0% 0.0% 78 -11 -0.01% Q4 2025 Feb 12, 2026
NAN FUNG TRINITY (HK) Ltd History Added to 142,930 6,594 0.52% 0.37% 79 +38,680 37.1% Q4 2025 Feb 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 141,716 6,538 0.0% 0.0% 80 -122,918 -46.45% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 141,220 6,515 0.0% 0.0% 81 -37,861 -21.14% Q4 2025 Feb 19, 2026
WELLS FARGO & COMPANY/MN History Added to 134,075 6,186 0.0% 0.0% 82 +8,027 6.37% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 133,882 6,177 0.0% 0.0% 83 -1,344 -0.99% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Reduced 133,764 6,171 0.02% 0.02% 84 -15,650 -10.47% Q4 2025 Feb 13, 2026
READYSTATE ASSET MANAGEMENT LP History New 131,637 6,073 0.25% 85 +131,637 New Q4 2025 Feb 17, 2026
Cormorant Asset Management, LP History Reduced 125,000 5,767 0.27% 0.43% 86 -50,000 -28.57% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 120,301 5,550 0.0% 0.0% 87 -10,100 -7.75% Q4 2025 Feb 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 116,817 5,389 0.01% 0.01% 88 -4,970 -4.08% Q4 2025 Feb 12, 2026
HighVista Strategies LLC History Added to 114,049 5,262 1.36% 0.77% 89 +27,247 31.39% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 113,950 5,257 0.02% 0.02% 90 -84 -0.07% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 111,310 5,135 0.01% 0.01% 91 +3,723 3.46% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 110,862 5,115 0.01% 0.0% 92 +1,418 1.3% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 108,445 4,966 0.0% 93 +108,445 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 102,686 4,737 0.0% 0.0% 94 +22,363 27.84% Q4 2025 Feb 17, 2026
NEXTBio Capital Management LP History New 95,485 4,405 2.58% 95 +95,485 New Q4 2025 Feb 13, 2026
Caption Management, LLC History Added to 90,000 4,152 0.03% 0.01% 96 +40,000 80.0% Q4 2025 Feb 17, 2026
Jump Financial, LLC History Reduced 89,822 4,144 0.05% 0.08% 97 -101,878 -53.14% Q4 2025 Feb 17, 2026
TWINBEECH CAPITAL LP History Reduced 78,239 3,609 0.26% 0.32% 98 -149,848 -65.7% Q4 2025 Feb 17, 2026
BANQUE PICTET & CIE SA History Reduced 71,815 3,313 0.02% 0.02% 99 -3,049 -4.07% Q4 2025 Jan 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 70,124 3,235 0.01% 0.0% 100 +35,974 105.34% Q4 2025 Jan 28, 2026
Man Group plc History Reduced 68,913 3,179 0.01% 0.02% 101 -175,984 -71.86% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 68,285 3,150 0.01% 0.01% 102 -8,301 -10.84% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 67,439 3,112 0.05% 0.1% 103 -104,710 -60.83% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 65,211 3,008 0.0% 0.0% 104 -15,266 -18.97% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 64,978 2,998 0.01% 0.01% 105 -54,114 -45.44% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 63,807 2,944 0.01% 0.01% 106 -2,759 -4.14% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 61,015 2,809 0.0% 0.0% 107 +187 0.31% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 58,234 2,686 0.02% 0.02% 108 -9,722 -14.31% Q4 2025 Feb 10, 2026
FRED ALGER MANAGEMENT, LLC History Added to 57,808 2,667 0.01% 0.01% 109 +12,394 27.29% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 50,798 2,343 0.0% 0.0% 110 -19,013 -27.23% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 50,762 2,342 0.0% 0.0% 111 -206,905 -80.3% Q4 2025 Feb 10, 2026
PROFUND ADVISORS LLC History Added to 50,447 2,327 0.07% 0.04% 112 +17,525 53.23% Q4 2025 Feb 06, 2026
Ishara Investments LP History New 50,000 2,307 2.64% 113 +50,000 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 47,755 2,203 0.0% 0.0% 114 +13,964 41.32% Q4 2025 Feb 12, 2026
Rock Springs Capital Management LP History Added to 47,000 2,168 0.11% 0.02% 115 +35,900 323.42% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History Reduced 40,900 1,887 0.01% 0.01% 116 -4,100 -9.11% Q4 2025 Feb 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 40,002 1,845 0.0% 0.0% 117 +1,253 3.23% Q4 2025 Jan 27, 2026
ArrowMark Colorado Holdings LLC History No change 40,000 1,845 0.04% 0.03% 118 0 0.0% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 39,880 1,840 0.01% 0.01% 119 -26,778 -40.17% Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 38,033 1,754 0.01% 0.01% 120 0 0.0% Q4 2025 Feb 12, 2026
Nantahala Capital Management, LLC History New 35,200 1,624 0.05% 121 +35,200 New Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 34,501 1,591 0.01% 0.01% 122 -934 -2.64% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 34,351 1,584 0.02% 0.01% 123 -32,782 -48.83% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Reduced 32,800 1,513 0.01% 0.01% 124 -1,533 -4.47% Q4 2025 Jan 28, 2026
DekaBank Deutsche Girozentrale History No change 20,000 1,489 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 28, 2026
Voleon Capital Management LP History Reduced 31,779 1,466 0.03% 0.07% 126 -47,148 -59.74% Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Reduced 31,706 1,462 0.12% 0.09% 127 -1,025 -3.13% Q4 2025 Feb 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 31,274 1,443 0.11% 0.09% 128 +252 0.81% Q4 2025 Jan 20, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 31,122 1,435 0.01% 0.01% 129 -908 -2.83% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 30,940 1,427 0.0% 0.0% 130 -59,008 -65.6% Q4 2025 Feb 13, 2026
Alberta Investment Management Corp History New 30,100 1,388 0.01% 131 +30,100 New Q4 2025 Feb 19, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 26,865 1,239 0.0% 0.01% 132 -251,268 -90.34% Q4 2025 Feb 17, 2026
ProShare Advisors LLC History Added to 26,725 1,233 0.0% 0.0% 134 +2,524 10.43% Q4 2025 Feb 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,738 1,233 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 25,760 1,189 0.01% 0.01% 135 0 0.0% Q4 2025 Jan 29, 2026
Seven Fleet Capital Management LP History New 25,365 1,170 0.79% 136 +25,365 New Q4 2025 Apr 02, 2026
Vanguard Personalized Indexing Management, LLC History Added to 25,224 1,163 0.01% 0.01% 137 +9,369 59.09% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 25,000 1,153 0.0% 0.0% 138 +400 1.63% Q4 2025 Jan 28, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 24,579 1,134 0.0% 0.0% 139 +1,395 6.02% Q4 2025 Jan 26, 2026
Aquatic Capital Management LLC History Reduced 24,485 1,129 0.03% 0.08% 140 -101,300 -80.53% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 24,229 1,117 0.0% 141 +24,229 New Q4 2025 Feb 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 23,992 1,106 0.03% 0.02% 142 +401 1.7% Q4 2025 Feb 13, 2026
Progeny 3, Inc. History New 23,300 1,075 0.06% 143 +23,300 New Q4 2025 Feb 17, 2026
DIADEMA PARTNERS LP History Reduced 22,972 1,059 0.18% 2.01% 144 -195,313 -89.48% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 22,007 984 0.0% 0.0% 145 -4,896 -18.2% Q4 2025 Feb 11, 2026
China Universal Asset Management Co., Ltd. History Reduced 21,331 984 0.08% 0.07% 146 -1,425 -6.26% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 20,489 945 0.0% 0.0% 147 +1,172 6.07% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Reduced 20,429 943 0.0% 0.0% 148 -5,129 -20.07% Q4 2025 Jan 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 20,000 923 0.0% 149 +20,000 New Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 17,291 797 0.0% 0.0% 150 -11,187 -39.28% Q4 2025 Jan 28, 2026
DnB Asset Management AS History Added to 16,471 759 0.0% 0.0% 151 +5,235 46.59% Q4 2025 Feb 05, 2026
Russell Investments Group, Ltd. History Reduced 16,455 759 0.0% 0.0% 152 -517 -3.05% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 16,425 757 0.0% 0.0% 153 -3,041 -15.62% Q4 2025 Feb 13, 2026
Odyssean, LLC History New 16,182 746 0.54% 154 +16,182 New Q4 2025 Feb 17, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 16,109 743 0.01% 0.01% 155 -32 -0.2% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 15,731 725 0.0% 0.01% 156 -26,127 -62.42% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 15,261 704 0.02% 157 +15,261 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 14,917 688 0.0% 0.0% 158 +514 3.57% Q4 2025 Feb 06, 2026
SummitTX Capital, L.P. History Added to 14,869 686 0.02% 0.01% 159 +8,210 123.29% Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 14,805 683 0.0% 160 +14,805 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History New 14,762 681 0.0% 161 +14,762 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 14,501 669 0.0% 0.0% 162 +2,138 17.29% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,024 647 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 13,788 636 0.0% 0.0% 164 -929 -6.31% Q4 2025 Feb 13, 2026
CANADA LIFE ASSURANCE Co History Added to 13,403 619 0.0% 0.0% 165 +2,039 17.94% Q4 2025 Feb 13, 2026
Baker Avenue Asset Management, LP History No change 13,143 606 0.01% 0.01% 166 0 0.0% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 11,742 541 0.0% 0.0% 167 +4,558 63.45% Q4 2025 Feb 05, 2026
AlphaQuest LLC History Reduced 10,513 485 0.03% 0.03% 168 -433 -3.96% Q4 2025 Feb 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 10,400 479 0.0% 169 +10,400 New Q4 2025 Feb 17, 2026
STRS OHIO History Reduced 10,300 475 0.0% 0.0% 170 -1,700 -14.17% Q4 2025 Feb 02, 2026
Daiwa Securities Group Inc. History Added to 10,083 465 0.0% 0.0% 171 +369 3.8% Q4 2025 Feb 11, 2026
Avior Wealth Management, LLC History Reduced 9,487 437 0.01% 0.01% 172 -1,544 -14.0% Q4 2025 Jan 06, 2026
Ameritas Investment Partners, Inc. History Reduced 9,294 428 0.01% 0.01% 173 -271 -2.83% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 9,224 426 0.0% 174 +9,224 New Q4 2025 Feb 17, 2026
XPONANCE LLC History Added to 9,080 418 0.0% 0.0% 175 +69 0.77% Q4 2025 Feb 12, 2026
Perbak Capital Partners LLP History Reduced 8,899 410 0.13% 0.26% 176 -32,032 -78.26% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 8,821 407 0.0% 0.0% 177 +1,007 12.89% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 8,539 393 0.0% 0.0% 178 +784 10.11% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 8,284 382 0.0% 0.0% 179 -62 -0.74% Q4 2025 Jan 23, 2026
Quantitative Investment Management, LLC History New 8,222 379 0.04% 180 +8,222 New Q4 2025 Feb 17, 2026
Meeder Advisory Services, Inc. History Added to 8,104 373 0.02% 0.01% 181 +2,286 39.29% Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History Added to 7,949 366 0.0% 0.0% 182 +6,349 396.81% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Reduced 7,798 363 0.0% 0.0% 183 -42,827 -84.6% Q4 2025 Mar 20, 2026
Cetera Investment Advisers History Reduced 7,797 359 0.0% 0.0% 184 -701 -8.25% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 7,756 357 0.0% 0.0% 185 +6,400 471.98% Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 7,575 349 0.0% 186 +7,575 New Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 7,158 330 0.01% 0.01% 187 +1,166 19.46% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History New 7,100 327 0.0% 188 +7,100 New Q4 2025 Feb 11, 2026
J.Safra Asset Management Corp History Added to 7,054 325 0.02% 0.01% 190 +1,070 17.88% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Reduced 7,174 325 0.0% 0.0% 189 -829 -10.36% Q4 2025 Feb 18, 2026
Qsemble Capital Management, LP History Added to 6,701 309 0.03% 0.02% 191 +355 5.59% Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Reduced 6,614 305 0.0% 0.0% 192 -1,314 -16.57% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 6,295 289 0.0% 0.01% 193 -78,085 -92.54% Q4 2025 Feb 10, 2026
SIGNATUREFD, LLC History Added to 6,167 284 0.0% 0.0% 194 +1,028 20.0% Q4 2025 Jan 20, 2026
Virtus Investment Advisers, LLC History Added to 5,979 275 0.07% 0.03% 195 +2,677 81.07% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History New 5,850 271 0.0% 196 +5,850 New Q4 2025 Jan 15, 2026
Leonteq Securities AG History Reduced 5,486 253 0.01% 0.01% 197 -1,275 -18.86% Q4 2025 Feb 06, 2026
Quantbot Technologies LP History New 5,399 249 0.01% 198 +5,399 New Q4 2025 Feb 10, 2026
Swiss Life Asset Management Ltd History New 5,399 249 0.0% 199 +5,399 New Q4 2025 Feb 04, 2026
Persistent Asset Partners Ltd History Reduced 5,334 246 0.11% 1.24% 200 -44,742 -89.35% Q4 2025 Feb 17, 2026
Amundi History New 5,090 234 0.0% 201 +5,090 New Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 5,025 231 0.03% 202 +5,025 New Q4 2025 Feb 17, 2026
FARALLON CAPITAL MANAGEMENT LLC History New 5,000 230 0.0% 203 +5,000 New Q4 2025 Feb 17, 2026
Quarry LP History New 5,000 230 0.04% 204 +5,000 New Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 4,932 227 0.0% 0.0% 205 -3,062 -38.3% Q4 2025 Feb 02, 2026
Neo Ivy Capital Management History Reduced 4,803 221 0.03% 0.73% 206 -78,307 -94.22% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 4,669 215 0.0% 0.0% 207 -9,461 -66.96% Q4 2025 Jan 29, 2026
Values First Advisors, Inc. History New 4,680 215 0.11% 208 +4,680 New Q4 2025 Jan 30, 2026
Empowered Funds, LLC History New 4,576 211 0.0% 209 +4,576 New Q4 2025 Feb 18, 2026
CIBC Asset Management Inc History New 4,516 208 0.0% 210 +4,516 New Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History New 4,399 202 0.0% 211 +4,399 New Q4 2025 Feb 13, 2026
KBC Group NV History No change 3,898 180 0.0% 0.0% 212 0 0.0% Q4 2025 Jan 26, 2026
Clearstead Advisors, LLC History Added to 3,635 167 0.0% 0.0% 213 +2,509 222.82% Q4 2025 Feb 09, 2026
AMALGAMATED BANK History Reduced 3,597 166 0.0% 0.0% 214 -112 -3.02% Q4 2025 Feb 05, 2026
VIRTUS ADVISERS, LLC History New 3,500 161 0.08% 215 +3,500 New Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 3,441 158 0.0% 0.0% 216 -832 -19.47% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 3,114 143 0.0% 0.0% 217 -140 -4.3% Q4 2025 Jan 15, 2026
CWM, LLC History Added to 2,840 131 0.0% 0.0% 218 +234 8.98% Q4 2025 Jan 26, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 2,572 118 0.0% 0.0% 219 -221 -7.91% Q4 2025 Jan 27, 2026
DANSKE BANK A/S History No change 2,100 96 0.0% 0.0% 220 0 0.0% Q4 2025 Feb 02, 2026
FNY Investment Advisers, LLC History No change 2,000 92 0.03% 0.02% 221 0 0.0% Q4 2025 Jan 16, 2026
Advisors Asset Management, Inc. History Reduced 1,922 88 0.0% 0.0% 222 -1 -0.05% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 1,895 87 0.0% 0.0% 223 -11,427 -85.78% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,862 85 0.0% 0.0% 224 +6 0.32% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History Added to 1,660 76 0.02% 0.0% 225 +1,619 3948.78% Q4 2025 Mar 03, 2026
BNP Paribas Asset Management Holding S.A. History New 1,636 75 0.0% 226 +1,636 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 1,595 73 0.0% 0.0% 227 -12 -0.75% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 1,474 68 0.0% 0.0% 228 +288 24.28% Q4 2025 Jan 30, 2026
Eurizon Capital SGR S.p.A. History New 1,383 62 0.0% 229 +1,383 New Q4 2025 Feb 10, 2026
Allworth Financial LP History New 1,257 57 0.0% 230 +1,257 New Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 1,164 53 0.0% 0.0% 231 -396 -25.38% Q4 2025 Jan 16, 2026
COMERICA BANK History Reduced 1,103 50 0.0% 0.09% 232 -653,266 -99.83% Q4 2025 Jan 29, 2026
Rockefeller Capital Management L.P. History Added to 995 45 0.0% 0.0% 233 +178 21.79% Q4 2025 Mar 16, 2026
GAMMA Investing LLC History Added to 922 42 0.0% 0.0% 235 +205 28.59% Q4 2025 Jan 05, 2026
GROUP ONE TRADING LLC History Added to 931 42 0.0% 0.0% 234 +31 3.44% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History New 890 41 0.0% 236 +890 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 741 34 0.0% 0.0% 237 +184 33.03% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 586 27 0.0% 0.0% 239 -594 -50.34% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 597 27 0.0% 0.0% 240 +364 156.22% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 597 27 0.0% 0.0% 238 +126 26.75% Q4 2025 Jan 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 495 22 0.0% 0.0% 241 +104 26.6% Q4 2025 Feb 10, 2026
Kemnay Advisory Services Inc. History New 460 21 0.0% 242 +460 New Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Added to 434 20 0.0% 0.0% 243 +7 1.64% Q4 2025 Jan 08, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 432 19 0.01% 0.01% 244 0 0.0% Q4 2025 Jan 30, 2026
Westside Investment Management, Inc. History No change 414 19 0.0% 0.0% 245 0 0.0% Q4 2025 Jan 23, 2026
CULLEN/FROST BANKERS, INC. History Added to 406 18 0.0% 0.0% 246 +108 36.24% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History No change 369 17 0.0% 0.0% 247 0 0.0% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 372 17 0.0% 0.0% 248 0 0.0% Q4 2025 Feb 03, 2026
Covestor Ltd History No change 339 16 0.01% 0.01% 249 0 0.0% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 336 15 0.0% 0.0% 250 -303 -47.42% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 343 15 0.0% 0.0% 251 +122 55.2% Q4 2025 Jan 23, 2026
Sankala Group LLC History New 186 11 0.01% 254 +186 New Q4 2025 Mar 02, 2026
Larson Financial Group LLC History Added to 246 11 0.0% 0.0% 253 +154 167.39% Q4 2025 Feb 06, 2026
FINANCIAL CONSULATE, INC History No change 250 11 0.0% 0.0% 252 0 0.0% Q4 2025 Jan 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 200 9 0.0% 255 +200 New Q4 2025 Feb 03, 2026
Private Wealth Management Group, LLC History Added to 196 9 0.0% 0.0% 256 +11 5.95% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Added to 192 8 0.0% 0.0% 258 +86 81.13% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 181 8 0.0% 0.0% 257 +13 7.74% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 161 7 0.0% 0.0% 259 +26 19.26% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 123 6 0.0% 0.0% 260 -355 -74.27% Q4 2025 Feb 05, 2026
West Branch Capital LLC History No change 135 6 0.0% 0.0% 261 0 0.0% Q4 2025 Jan 16, 2026
SageView Advisory Group, LLC History New 114 5 0.0% 263 +114 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 110 5 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History Reduced 92 4 0.0% 0.0% 265 -82 -47.13% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 105 4 0.0% 0.0% 264 +14 15.38% Q4 2025 Feb 13, 2026
Physician Wealth Advisors, Inc. History Added to 96 4 0.0% 0.0% 267 +9 10.34% Q4 2025 Jan 29, 2026
MCF Advisors LLC History No change 97 4 0.0% 0.0% 266 0 0.0% Q4 2025 Feb 11, 2026
Dynamic Wealth Strategies, LLC History Reduced 86 3 0.0% 0.01% 269 -164 -65.6% Q4 2025 Feb 04, 2026
Bell Investment Advisors, Inc History Reduced 75 3 0.0% 0.0% 270 -8 -9.64% Q4 2025 Feb 24, 2026
HARBOUR INVESTMENTS, INC. History Reduced 78 3 0.0% 0.0% 268 -1 -1.27% Q4 2025 Feb 09, 2026
Atlantic Edge Private Wealth Management, LLC History New 25 1 0.0% 273 +25 New Q4 2025 Jan 27, 2026
HANTZ FINANCIAL SERVICES, INC. History New 19 1 0.0% 271 +19 New Q4 2025 Feb 09, 2026
Johnson Financial Group, Inc. History No change 33 1 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 12, 2026
BAKER BROS. ADVISORS LP History Closed out 0 0 0.17% -640,885 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.06% -519,734 -100.0% Q3 2025 Nov 14, 2025
Frazier Life Sciences Management, L.P. History Closed out 0 0 0.51% -474,405 -100.0% Q3 2025 Nov 14, 2025
Fiera Capital Corp History Closed out 0 0 0.04% -345,852 -100.0% Q3 2025 Nov 07, 2025
NOMURA HOLDINGS INC History Closed out 0 0 0.01% -148,000 -100.0% Q3 2025 Nov 14, 2025
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.01% -134,877 -100.0% Q3 2025 Nov 13, 2025
Affinity Asset Advisors, LLC History Closed out 0 0 0.39% -125,000 -100.0% Q3 2025 Nov 13, 2025
Trexquant Investment LP History Closed out 0 0 0.04% -119,850 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.05% -114,660 -100.0% Q3 2025 Nov 14, 2025
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 13.97% -83,535 -100.0% Q3 2025 Dec 09, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -80,000 -100.0% Q3 2025 Nov 13, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.06% -73,283 -100.0% Q3 2025 Oct 31, 2025
ALPS ADVISORS INC History Closed out 0 0 0.01% -60,964 -100.0% Q3 2025 Nov 05, 2025
SPHERA FUNDS MANAGEMENT LTD. History Closed out 0 0 0.38% -50,000 -100.0% Q3 2025 Nov 14, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.12% -42,859 -100.0% Q3 2025 Oct 28, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.05% -40,101 -100.0% Q3 2025 Nov 17, 2025
Weiss Asset Management LP History Closed out 0 0 0.49% -39,189 -100.0% Q3 2025 Feb 17, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.03% -31,500 -100.0% Q3 2025 Nov 14, 2025
Edgestream Partners, L.P. History Closed out 0 0 0.03% -30,771 -100.0% Q3 2025 Nov 12, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -28,761 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.01% -25,807 -100.0% Q3 2025 Nov 13, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.26% -24,325 -100.0% Q3 2025 Nov 14, 2025
STIFEL FINANCIAL CORP History Closed out 0 0 0.0% -16,885 -100.0% Q3 2025 Nov 12, 2025
Entropy Technologies, LP History Closed out 0 0 0.04% -15,638 -100.0% Q3 2025 Nov 13, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 0.04% -15,427 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -12,195 -100.0% Q3 2025 Nov 14, 2025
Bridgewater Associates, LP History Closed out 0 0 0.0% -11,855 -100.0% Q3 2025 Nov 13, 2025
Orion Porfolio Solutions, LLC History Closed out 0 0 0.0% -9,861 -100.0% Q3 2025 Nov 12, 2025
Limestone Investment Advisors LP History Closed out 0 0 0.03% -9,600 -100.0% Q3 2025 Nov 13, 2025
Jain Global LLC History Closed out 0 0 0.0% -8,533 -100.0% Q3 2025 Nov 14, 2025
Quantessence Capital LLC History Closed out 0 0 0.09% -7,846 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.04% -6,423 -100.0% Q3 2025 Nov 14, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -5,699 -100.0% Q3 2025 Nov 12, 2025
SECTORAL ASSET MANAGEMENT INC History Closed out 0 0 0.09% -4,205 -100.0% Q3 2025 Nov 14, 2025
CI INVESTMENTS INC. History Closed out 0 0 0.0% -1,397 -100.0% Q3 2025 Nov 12, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -1,252 -100.0% Q3 2025 Nov 12, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -262 -100.0% Q3 2025 Oct 08, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -155 -100.0% Q3 2025 Nov 12, 2025
Cornerstone Planning Group LLC History Reduced 1 0 0.01% -146 -99.32% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -26 -100.0% Q3 2025 Dec 29, 2025
WHITTIER TRUST CO OF NEVADA INC History Closed out 0 0 -23 -100.0% Q3 2025 Oct 31, 2025
Turning Point Benefit Group, Inc. History New 20 0 +20 New Q4 2025 Jan 30, 2026
Park Place Capital Corp History Closed out 0 0 -16 -100.0% Q3 2025 Oct 22, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -13 -100.0% Q3 2025 Nov 14, 2025
North Star Investment Management Corp. History New 10 0 +10 New Q4 2025 Jan 30, 2026
Trust Co History New 10 0 +10 New Q4 2025 Jan 15, 2026
Fortitude Family Office, LLC History New 10 0 +10 New Q4 2025 Jan 15, 2026
Cornerstone Financial Management LLC History New 10 0 +10 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -10 -100.0% Q3 2025 Nov 18, 2025
Godfrey Financial Associates, Inc. History New 6 0 +6 New Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Closed out 0 0 -6 -100.0% Q3 2025 Oct 09, 2025
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q4 2025 Feb 09, 2026
JPL Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 14, 2025
Rachor Investment Advisory Services, LLC History New 4 0 +4 New Q4 2025 Jan 30, 2026
TD PRIVATE CLIENT WEALTH LLC History New 3 0 +3 New Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History New 3 0 +3 New Q4 2025 Feb 10, 2026
Tradewinds Capital Management, LLC History New 2 0 +2 New Q4 2025 Jan 14, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Cloud Capital Management, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 03, 2025
SBI Securities Co., Ltd. History Reduced 1 0 -1 -50.0% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History No change 20 0 0 0.0% Q4 2025 Jan 26, 2026
Transamerica Financial Advisors, LLC History No change 3 0 0 0.0% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History No change 15 0 0 0.0% Q4 2025 Jan 30, 2026
Avion Wealth History No change 15 0 0 0.0% Q4 2025 Jan 23, 2026
Private Wealth Asset Management, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History No change 8 0 0 0.0% Q4 2025 Jan 13, 2026
Rakuten Securities, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 29, 2026
Financial Network Wealth Advisors LLC History No change 15 0 0 0.0% Q4 2025 Feb 13, 2026