Pennant Group, Inc. - PNTG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
Van Berkom & Associates Inc. History Added to 3,115,313 87,696 2.53% 2.27% 1 +2,501 0.08% Q4 2025 Feb 02, 2026
BlackRock, Inc. History Added to 2,714,102 76,401 0.0% 0.0% 2 +55,879 2.1% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,049,968 57,706 0.0% 0.0% 3 +82,071 4.17% Q4 2025 Jan 29, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History Reduced 1,412,800 39,770 1.67% 1.56% 4 -12,000 -0.84% Q4 2025 Feb 12, 2026
Ophir Asset Management Pty Ltd History Added to 1,326,850 37,350 4.19% 3.33% 5 +257,840 24.12% Q4 2025 Feb 17, 2026
FMR LLC History Added to 1,043,183 29,365 0.0% 0.0% 6 +192,632 22.65% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 820,048 23,088 0.0% 0.0% 7 +3,875 0.47% Q4 2025 Feb 09, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 817,914 23,024 0.0% 0.0% 8 +339,870 71.1% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 803,717 22,626 0.0% 0.0% 9 -2,275 -0.28% Q4 2025 Feb 12, 2026
STATE STREET CORP History Reduced 784,981 22,097 0.0% 0.0% 10 -6,521 -0.82% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 748,983 21,083 0.0% 0.0% 11 +151,220 25.3% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 722,407 20,335 0.01% 0.0% 12 +16,669 2.36% Q4 2025 Feb 12, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 704,535 19,832 0.37% 0.32% 13 -37,519 -5.06% Q4 2025 Jan 13, 2026
Provident Investment Management, Inc. History Added to 691,862 19,475 1.77% 0.59% 14 +426,797 161.02% Q4 2025 Feb 04, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 655,410 18,875 0.04% 0.03% 15 +16,026 2.51% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 642,288 18,080 0.0% 0.0% 16 +144,346 28.99% Q4 2025 Mar 25, 2026
WASATCH ADVISORS LP History New 583,460 16,424 0.1% 17 +583,460 New Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Reduced 567,805 15,983 0.01% 0.01% 18 -65,940 -10.4% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 528,199 14,868 0.0% 0.0% 19 +37,605 7.67% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 508,909 14,325 0.0% 0.0% 20 +2,152 0.42% Q4 2025 Feb 17, 2026
De Lisle Partners LLP History Added to 492,977 13,874 1.78% 1.51% 21 +4,600 0.94% Q4 2025 Feb 13, 2026
First Eagle Investment Management, LLC History Added to 447,949 12,609 0.02% 0.02% 22 +5,750 1.3% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Reduced 411,140 11,573 0.01% 0.01% 23 -35,387 -7.92% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History New 391,586 11,023 0.01% 24 +391,586 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 384,303 10,818 0.01% 0.01% 25 +97,196 33.85% Q4 2025 Feb 17, 2026
Rhenman & Partners Asset Management AB History New 357,346 10,059 0.94% 26 +357,346 New Q4 2025 Feb 13, 2026
ALGERT GLOBAL LLC History Reduced 352,642 9,927 0.15% 0.18% 27 -69,060 -16.38% Q4 2025 Feb 17, 2026
Summit Creek Advisors LLC History New 331,669 9,336 1.47% 28 +331,669 New Q4 2025 Feb 06, 2026
Woodline Partners LP History New 318,948 8,978 0.03% 29 +318,948 New Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 300,101 8,447 0.0% 0.0% 30 -19,101 -5.98% Q4 2025 Feb 17, 2026
Eversept Partners, LP History Added to 293,960 8,274 0.42% 0.07% 31 +255,980 673.99% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 292,534 8,234 0.0% 0.0% 32 +284 0.1% Q4 2025 Feb 13, 2026
Ranger Investment Management, L.P. History Reduced 286,315 8,059 0.55% 0.54% 33 -20,780 -6.77% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 270,260 7,607 0.0% 0.0% 34 +101,850 60.48% Q4 2025 Feb 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 257,510 7,248 0.4% 0.31% 35 +31,932 14.16% Q4 2025 Feb 17, 2026
Grandeur Peak Global Advisors, LLC History Reduced 230,940 6,500 0.88% 0.82% 36 -11,021 -4.55% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 217,636 6,126 0.01% 0.01% 37 -11,654 -5.08% Q4 2025 Feb 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 206,405 5,810 0.18% 0.16% 38 -10,160 -4.69% Q4 2025 Jan 28, 2026
MILLENNIUM MANAGEMENT LLC History Added to 203,414 5,726 0.0% 0.0% 39 +83,457 69.57% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 191,465 5,389 0.0% 0.0% 40 -28,233 -12.85% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 138,873 3,909 0.0% 0.0% 41 +8,152 6.24% Q4 2025 Feb 11, 2026
GAGNON SECURITIES LLC History Reduced 137,526 3,871 0.79% 0.72% 42 -4,156 -2.93% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 131,037 3,688 0.01% 24.26% 43 -76,183 -36.76% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 128,956 3,630 0.0% 0.0% 44 -94,922 -42.4% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 117,700 3,313 0.01% 0.01% 45 -66,000 -35.93% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 116,825 3,288 0.0% 0.0% 46 -975 -0.83% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Reduced 114,811 3,231 0.0% 0.0% 47 -2,867 -2.44% Q4 2025 Feb 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 112,060 3,154 0.01% 0.01% 48 -45,058 -28.68% Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History No change 111,813 3,147 0.48% 0.43% 49 0 0.0% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 107,849 3,035 0.0% 0.0% 50 +6,258 6.16% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 87,564 2,464 0.05% 0.04% 51 -14 -0.02% Q4 2025 Feb 17, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 78,190 2,201 0.1% 0.04% 52 +31,682 68.12% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 73,204 2,060 0.0% 0.0% 53 -47,648 -39.43% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 71,539 2,013 0.0% 0.0% 54 +2,881 4.2% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 68,200 1,919 0.0% 0.0% 55 +1,400 2.1% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 66,892 1,883 0.0% 56 +66,892 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 66,610 1,875 0.0% 0.0% 57 -2,263 -3.29% Q4 2025 Feb 18, 2026
PDT Partners, LLC History No change 64,994 1,829 0.12% 0.1% 58 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Reduced 60,500 1,703 0.0% 0.01% 59 -46,500 -43.46% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 53,574 1,508 0.03% 60 +53,574 New Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 52,832 1,487 0.0% 0.0% 61 +3,908 7.99% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 51,364 1,445 0.0% 0.0% 62 -251 -0.49% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Reduced 43,908 1,235 0.0% 0.0% 63 -7,477 -14.55% Q4 2025 Feb 13, 2026
Invesco Ltd. History Reduced 42,710 1,202 0.0% 0.0% 64 -446 -1.03% Q4 2025 Feb 19, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 41,749 1,176 0.0% 0.0% 65 +1,282 3.17% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 41,168 1,158 0.0% 0.0% 66 -18,387 -30.87% Q4 2025 Feb 11, 2026
Campbell & CO Investment Adviser LLC History Added to 37,172 1,046 0.05% 0.05% 67 +13,500 57.03% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 37,064 1,043 0.0% 0.0% 68 +16,249 78.06% Q4 2025 Feb 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 35,214 991 0.0% 0.0% 69 -3,037 -7.94% Q4 2025 Jan 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 34,889 982 0.0% 0.0% 70 0 0.0% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History No change 34,759 978 0.0% 0.0% 71 0 0.0% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 34,653 975 0.0% 0.0% 72 -69,889 -66.85% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 33,814 951 0.0% 0.0% 74 +10,190 43.13% Q4 2025 Feb 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 33,812 951 0.0% 0.0% 73 +2,559 8.19% Q4 2025 Feb 17, 2026
Creative Planning History Added to 33,481 942 0.0% 0.0% 75 +2,342 7.52% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Reduced 32,262 908 0.01% 0.01% 76 -14,777 -31.41% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 31,648 890 0.01% 0.01% 77 +6 0.02% Q4 2025 Feb 05, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 25,887 737 0.0% 0.0% 78 +12,365 91.44% Q4 2025 Jan 28, 2026
BARD ASSOCIATES INC History Reduced 25,096 706 0.18% 0.18% 79 -1,404 -5.3% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Reduced 22,255 626 0.01% 0.01% 80 -25,061 -52.97% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 20,935 589 0.0% 0.0% 81 +105 0.5% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 20,920 588 0.0% 82 +20,920 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 20,595 579 0.0% 0.0% 83 +9,447 84.74% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 19,622 552 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 18,737 527 0.0% 0.0% 85 -15,001 -44.46% Q4 2025 Feb 11, 2026
Verition Fund Management LLC History Reduced 18,716 526 0.0% 0.0% 86 -1,015 -5.14% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 18,650 524 0.0% 0.0% 87 -25 -0.13% Q4 2025 Jan 27, 2026
UBS Group AG History Reduced 17,903 503 0.0% 0.0% 88 -9,448 -34.54% Q4 2025 Jan 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 19,109 470 0.0% 0.0% 89 +1,623 9.28% Q4 2025 Feb 11, 2026
Tidemark, LLC History No change 16,500 464 0.13% 0.12% 90 0 0.0% Q4 2025 Feb 10, 2026
Balance Wealth, LLC History Added to 16,139 454 0.15% 0.08% 91 +3,544 28.14% Q4 2025 Jan 21, 2026
Voleon Capital Management LP History Reduced 15,922 448 0.01% 0.02% 93 -13,196 -45.32% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 15,926 448 0.0% 0.0% 92 +600 3.91% Q4 2025 Jan 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 15,914 447 0.01% 94 +15,914 New Q4 2025 Jan 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 15,755 443 0.0% 0.0% 95 +13 0.08% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 15,212 428 0.0% 96 +15,212 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History No change 15,126 425 0.0% 0.0% 97 0 0.0% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History New 14,581 410 0.0% 98 +14,581 New Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 14,321 403 0.0% 0.0% 99 +1,879 15.1% Q4 2025 Feb 11, 2026
Quantbot Technologies LP History Reduced 14,012 394 0.01% 0.03% 100 -24,423 -63.54% Q4 2025 Feb 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 13,631 383 0.03% 101 +13,631 New Q4 2025 Feb 02, 2026
Jump Financial, LLC History Reduced 13,537 381 0.0% 0.01% 102 -21,484 -61.35% Q4 2025 Feb 17, 2026
Integrated Quantitative Investments LLC History Added to 13,550 381 0.08% 0.07% 103 +3,650 36.87% Q4 2025 Feb 12, 2026
Turtle Creek Asset Management Inc. History Added to 13,000 365 0.02% 0.01% 104 +1,000 8.33% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 12,964 364 0.04% 0.01% 105 +9,438 267.67% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 12,478 351 0.0% 0.0% 106 -1,361 -9.83% Q4 2025 Feb 10, 2026
AlphaQuest LLC History Added to 12,416 349 0.02% 0.01% 107 +6,968 127.9% Q4 2025 Feb 09, 2026
JANUS HENDERSON GROUP PLC History No change 11,779 331 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 11,706 329 0.0% 109 +11,706 New Q4 2025 Feb 05, 2026
Brevan Howard Capital Management LP History Reduced 11,249 316 0.0% 0.0% 110 -20,657 -64.74% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 11,040 310 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Added to 10,239 288 0.01% 0.01% 112 +70 0.69% Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 10,192 286 0.0% 113 +10,192 New Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 9,758 285 0.01% 114 +9,758 New Q4 2025 Feb 12, 2026
Bridge City Capital, LLC History No change 9,871 277 0.08% 0.07% 115 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 9,547 268 0.0% 0.0% 116 -679 -6.64% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,387 264 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History New 9,243 260 0.0% 118 +9,243 New Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 8,907 251 0.0% 0.0% 119 +8,343 1479.26% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 8,745 246 0.0% 0.01% 120 -8,061 -47.97% Q4 2025 Feb 09, 2026
8 KNOTS MANAGEMENT, LLC History Reduced 8,705 245 0.03% 4.97% 121 -1,732,850 -99.5% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 8,624 242 0.01% 122 +8,624 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History New 8,548 240 0.0% 123 +8,548 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 8,261 237 0.0% 0.0% 124 -2,929 -26.18% Q4 2025 Feb 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 8,371 235 0.0% 125 +8,371 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,288 233 0.0% 0.0% 126 0 0.0% Q4 2025 Feb 12, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 7,974 224 0.0% 0.0% 127 -143 -1.76% Q4 2025 Feb 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 7,826 220 0.0% 128 +7,826 New Q4 2025 Feb 17, 2026
Mariner, LLC History New 7,619 214 0.0% 129 +7,619 New Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History New 7,575 213 0.04% 130 +7,575 New Q4 2025 Jan 26, 2026
KLP KAPITALFORVALTNING AS History No change 7,100 199 0.0% 0.0% 131 0 0.0% Q4 2025 Jan 28, 2026
COMERICA BANK History Added to 6,055 170 0.0% 0.0% 132 +5,584 1185.56% Q4 2025 Jan 29, 2026
CANADA LIFE ASSURANCE Co History Reduced 4,994 141 0.0% 0.0% 133 -8,367 -62.62% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,598 129 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 3,938 110 0.0% 0.0% 135 -7,700 -66.16% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,182 89 0.0% 0.0% 136 +2,733 608.69% Q4 2025 Feb 13, 2026
DekaBank Deutsche Girozentrale History No change 3,738 86 0.0% 0.0% 137 0 0.0% Q4 2025 Jan 28, 2026
Ameritas Investment Partners, Inc. History No change 2,831 79 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 2,500 70 0.0% 0.0% 139 -1,500 -37.5% Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 2,364 66 0.02% 0.01% 140 +1,899 408.39% Q4 2025 Mar 03, 2026
US BANCORP \DE\ History Reduced 2,251 63 0.0% 0.0% 141 -1,799 -44.42% Q4 2025 Jan 30, 2026
State of Alaska, Department of Revenue History No change 2,147 60 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 23, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,638 46 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 15, 2026
Tower Research Capital LLC (TRC) History Reduced 1,279 36 0.0% 0.0% 144 -955 -42.75% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 1,248 35 0.0% 0.0% 145 -2,330 -65.12% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 1,065 30 0.0% 0.0% 146 -65 -5.75% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History No change 1,049 29 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History No change 1,033 29 0.0% 0.0% 148 0 0.0% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Added to 850 23 0.0% 0.0% 149 +356 72.06% Q4 2025 Jan 05, 2026
Versant Capital Management, Inc History New 733 20 0.0% 150 +733 New Q4 2025 Jan 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 699 19 0.0% 0.0% 151 +11 1.6% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 636 18 0.0% 0.0% 152 +334 110.6% Q4 2025 Jan 26, 2026
Covestor Ltd History Reduced 575 16 0.01% 0.02% 153 -828 -59.02% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History No change 537 15 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 452 12 0.0% 0.0% 155 -2,946 -86.7% Q4 2025 Feb 12, 2026
Persistent Asset Partners Ltd History Reduced 356 10 0.0% 1.32% 156 -76,055 -99.53% Q4 2025 Feb 17, 2026
Acumen Wealth Advisors, LLC History New 331 9 0.0% 157 +331 New Q4 2025 Feb 13, 2026
Park Place Capital Corp History No change 345 9 0.0% 0.0% 158 0 0.0% Q4 2025 Jan 09, 2026
DecisionPoint Financial, LLC History No change 295 8 0.0% 0.0% 159 0 0.0% Q4 2025 Jan 29, 2026
Asset Planning,Inc History No change 300 8 0.01% 0.01% 160 0 0.0% Q4 2025 Feb 03, 2026
Sterling Capital Management LLC History Added to 225 6 0.0% 0.0% 162 +143 174.39% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 230 6 0.0% 0.0% 161 0 0.0% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 170 5 0.0% 0.0% 163 -3 -1.73% Q4 2025 Jan 20, 2026
Optiver Holding B.V. History Reduced 130 3 0.0% 0.0% 164 -60 -31.58% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 118 3 0.0% 0.0% 165 +13 12.38% Q4 2025 Jan 23, 2026
Quarry LP History Reduced 103 2 0.0% 0.01% 171 -1,364 -92.98% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 106 2 0.0% 170 +106 New Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 85 2 0.0% 168 +55 183.33% Q4 2025 Jan 20, 2026
Parallel Advisors, LLC History Added to 106 2 0.0% 0.0% 169 +40 60.61% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 75 2 0.0% 0.0% 166 +10 15.38% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 95 2 0.0% 0.0% 167 -3 -3.06% Q4 2025 Jan 07, 2026
Rockefeller Capital Management L.P. History New 48 1 0.0% 173 +48 New Q4 2025 Mar 16, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 50 1 0.0% 0.0% 172 0 0.0% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -177,114 -100.0% Q3 2025 Nov 14, 2025
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.01% -139,613 -100.0% Q3 2025 Nov 14, 2025
Gallagher Capital Advisors, LLC History Closed out 0 0 0.26% -70,826 -100.0% Q3 2025 Nov 06, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.14% -64,942 -100.0% Q3 2025 Nov 07, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.11% -26,290 -100.0% Q3 2025 Nov 13, 2025
Quantum Portfolio Management LLC History Closed out 0 0 0.2% -26,093 -100.0% Q3 2025 Oct 29, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.01% -21,304 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -16,006 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -12,627 -100.0% Q3 2025 Nov 14, 2025
MQS Management LLC History Closed out 0 0 0.16% -10,699 -100.0% Q3 2025 Nov 06, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.0% -10,329 -100.0% Q3 2025 Nov 06, 2025
PharVision Advisers, LLC History Closed out 0 0 0.12% -8,811 -100.0% Q3 2025 Nov 17, 2025
Marex Group plc History Closed out 0 0 0.0% -8,589 -100.0% Q3 2025 Nov 14, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.1% -8,271 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -7,981 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 11 0 0.0% -577 -98.13% Q4 2025 Feb 13, 2026
Aster Capital Management (DIFC) Ltd History Reduced 9 0 0.0% -328 -97.33% Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -317 -100.0% Q3 2025 Nov 13, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -115 -100.0% Q3 2025 Nov 03, 2025
MidFirst Bank History New 35 0 +35 New Q4 2025 Feb 25, 2026
EverSource Wealth Advisors, LLC History New 23 0 +23 New Q4 2025 Feb 06, 2026
Navalign, LLC History New 20 0 +20 New Q4 2025 Feb 05, 2026
BESSEMER GROUP INC History Closed out 0 0 -14 -100.0% Q3 2025 Nov 05, 2025
Clearstead Advisors, LLC History Closed out 0 0 -7 -100.0% Q3 2025 Nov 10, 2025
Transamerica Financial Advisors, LLC History New 6 0 +6 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 18, 2025
True Wealth Design, LLC History Added to 9 0 +4 80.0% Q4 2025 Jan 08, 2026
IFP Advisors, Inc History New 2 0 +2 New Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 20 0 0 0.0% Q4 2025 Feb 03, 2026
Manchester Capital Management LLC History No change 35 0 0 0.0% Q4 2025 Feb 11, 2026
Fortitude Family Office, LLC History No change 21 0 0 0.0% Q4 2025 Jan 15, 2026
Turning Point Benefit Group, Inc. History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History No change 24 0 0 0.0% Q4 2025 Feb 13, 2026