Pony AI Inc. - PONY

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
FMR LLC History Added to 17,615,617 255,426 0.01% 0.02% 1 +1,147,454 6.97% Q4 2025 Feb 17, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History No change 6,492,530 94,141 2.08% 3.36% 2 0 0.0% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Reduced 6,301,650 91,373 0.08% 0.11% 3 -158,713 -2.46% Q4 2025 Jan 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 4,232,995 61,381 0.09% 0.14% 4 +268,165 6.76% Q4 2025 Feb 17, 2026
Aspex Management (HK) Ltd History No change 4,140,447 60,036 1.21% 1.97% 5 0 0.0% Q4 2025 Feb 13, 2026
Lingotto Investment Management LLP History Added to 4,107,512 59,558 1.04% 0.99% 6 +1,727,620 72.59% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 3,409,774 49,441 0.01% 0.01% 7 -965,821 -22.07% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 3,209,963 46,544 0.05% 0.08% 8 +980,148 43.96% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,024,346 43,853 0.0% 0.0% 9 -285,956 -8.64% Q4 2025 Feb 13, 2026
TIGER GLOBAL MANAGEMENT LLC History Added to 2,900,000 42,050 0.14% 0.03% 10 +2,530,000 683.78% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,840,863 41,192 0.01% 0.01% 11 +671,606 30.96% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 2,742,082 39,760 0.01% 0.01% 12 -941,520 -25.56% Q4 2025 Feb 12, 2026
BAMCO INC /NY/ History Added to 2,586,581 37,505 0.1% 0.14% 13 +251,235 10.76% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 2,502,711 36,289 0.03% 0.02% 14 +1,765,718 239.58% Q4 2025 Feb 13, 2026
Carlyle Group Inc. History No change 2,362,447 34,255 0.25% 1.22% 15 0 0.0% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 2,284,012 33,118 0.02% 0.01% 16 +1,881,128 466.92% Q4 2025 Feb 17, 2026
SOROS FUND MANAGEMENT LLC History Added to 2,231,714 32,359 0.37% 0.67% 17 +152,715 7.35% Q4 2025 Feb 13, 2026
IDG China Venture Capital Fund IV Associates L.P. History Reduced 2,216,250 32,135 13.76% 43.85% 18 -7,071,865 -76.14% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 1,974,499 28,630 0.02% 0.01% 19 +1,435,358 266.23% Q4 2025 Jan 23, 2026
Amova Asset Management Americas, Inc. History Added to 1,974,499 28,630 0.33% 0.12% 20 +1,435,358 266.23% Q4 2025 Feb 11, 2026
MASTERS CAPITAL MANAGEMENT LLC History Added to 1,950,000 28,275 1.15% 0.81% 21 +950,000 95.0% Q4 2025 Feb 17, 2026
TMT General Partner Ltd History Reduced 1,917,414 27,802 11.3% 18.79% 22 -1,236,334 -39.2% Q4 2025 Jan 30, 2026
ARK Investment Management LLC History Added to 1,651,452 23,946 0.16% 0.17% 23 +378,762 29.76% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,453,391 21,074 0.0% 0.01% 24 -1,978,509 -57.65% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,230,207 17,838 0.0% 0.0% 25 +4,692 0.38% Q4 2025 Jan 29, 2026
Verition Fund Management LLC History New 915,346 13,272 0.05% 26 +915,346 New Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 898,409 13,026 0.04% 0.06% 27 +61,681 7.37% Q4 2025 Jan 26, 2026
Flight Deck Capital, LP History Added to 853,900 12,381 10.56% 11.45% 28 +181,300 26.96% Q4 2025 Feb 17, 2026
Hel Ved Capital Management Ltd History Added to 778,879 11,293 3.03% 2.5% 29 +250,900 47.52% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History New 687,817 9,973 0.0% 30 +687,817 New Q4 2025 Feb 17, 2026
KEYSTONE INVESTORS PTE LTD History Added to 668,658 9,695 0.87% 0.58% 31 +447,250 202.0% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 664,819 9,639 0.01% 0.01% 32 +157,594 31.07% Q4 2025 Feb 17, 2026
Yiheng Capital Management, L.P. History Added to 653,215 9,471 1.92% 0.66% 33 +452,915 226.12% Q4 2025 Feb 17, 2026
Man Group plc History Added to 571,561 8,287 0.01% 0.0% 34 +516,324 934.74% Q4 2025 Feb 17, 2026
Marex Group plc History New 566,871 8,219 0.05% 35 +566,871 New Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 543,825 7,885 0.01% 0.0% 36 +538,666 10441.29% Q4 2025 Jan 09, 2026
Schonfeld Strategic Advisors LLC History Added to 533,945 7,742 0.03% 0.01% 37 +491,255 1150.75% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 493,029 7,148 0.02% 0.04% 38 -258,430 -34.39% Q4 2025 Feb 17, 2026
ARMISTICE CAPITAL, LLC History Added to 468,000 6,786 0.08% 0.08% 39 +218,700 87.73% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 463,546 6,721 0.0% 0.0% 40 -229,634 -33.13% Q4 2025 Feb 13, 2026
M&G Plc History New 444,157 6,662 0.03% 41 +444,157 New Q4 2025 Feb 12, 2026
Yunqi Capital Ltd History New 415,000 6,017 4.8% 42 +415,000 New Q4 2025 Feb 10, 2026
OLD MISSION CAPITAL LLC History New 386,835 5,609 0.13% 43 +386,835 New Q4 2025 Feb 17, 2026
Clear Street Group Inc. History Added to 381,068 5,525 0.02% 0.02% 44 +61,670 19.31% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 339,108 4,917 0.0% 0.01% 45 -156,892 -31.63% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Reduced 337,905 4,899 0.01% 0.03% 46 -422,260 -55.55% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 296,720 4,302 0.0% 0.0% 47 +251,321 553.58% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 242,724 3,519 0.0% 0.0% 48 -546,399 -69.24% Q4 2025 Mar 25, 2026
IMC-Chicago, LLC History New 230,100 3,336 0.0% 49 +230,100 New Q4 2025 Jan 29, 2026
Baader Bank Aktiengesellschaft History Added to 229,732 3,329 0.23% 0.33% 50 +1,539 0.67% Q4 2025 Feb 05, 2026
ALLIANCEBERNSTEIN L.P. History Added to 218,737 3,171 0.0% 0.0% 51 +62,860 40.33% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 200,500 2,907 0.0% 0.01% 52 -62,200 -23.68% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 193,128 2,800 0.0% 0.0% 53 +81,512 73.03% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 175,035 2,538 0.0% 54 +175,035 New Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 158,430 2,297 0.0% 0.0% 55 +20,148 14.57% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 142,282 2,286 0.0% 0.0% 56 +27,800 24.28% Q4 2025 Feb 03, 2026
Walleye Capital LLC History Reduced 155,420 2,253 0.01% 0.04% 57 -281,880 -64.46% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 152,420 2,210 0.0% 58 +152,420 New Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 130,000 1,885 0.0% 0.0% 59 +100,000 333.33% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 102,991 1,493 0.01% 0.01% 60 +2,500 2.49% Q4 2025 Feb 17, 2026
Evergreen Quality Fund GP, Ltd. History No change 100,000 1,450 0.03% 0.05% 61 0 0.0% Q4 2025 Feb 17, 2026
WEXFORD CAPITAL LP History Added to 98,627 1,430 0.28% 0.31% 62 +2,629 2.74% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 93,546 1,356 0.08% 0.13% 63 +1,881 2.05% Q4 2025 Feb 04, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 84,359 1,223 0.01% 0.01% 64 +27,772 49.08% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History New 83,334 1,208 0.0% 65 +83,334 New Q4 2025 Feb 13, 2026
INTERCAPITAL, LLC History New 76,400 1,107 0.39% 66 +76,400 New Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 68,149 988 0.0% 0.02% 68 -153,371 -69.24% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 68,152 988 0.0% 0.0% 67 +52,694 340.88% Q4 2025 Feb 19, 2026
NOMURA HOLDINGS INC History Added to 66,940 970 0.0% 0.0% 69 +54,236 426.92% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 54,586 791 0.0% 0.0% 70 -69,080 -55.86% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 54,000 782 0.0% 71 +54,000 New Q4 2025 Feb 05, 2026
Virtu Financial LLC History Added to 50,738 736 0.03% 0.03% 72 +24,316 92.03% Q4 2025 Feb 23, 2026
Electron Capital Partners, LLC History New 50,076 726 0.03% 73 +50,076 New Q4 2025 Feb 19, 2026
HRT FINANCIAL LP History Reduced 47,353 686 0.0% 0.05% 74 -508,613 -91.48% Q4 2025 Feb 12, 2026
PROFUND ADVISORS LLC History Added to 45,926 665 0.02% 0.01% 75 +35,359 334.62% Q4 2025 Feb 06, 2026
Squarepoint Ops LLC History Reduced 45,277 656 0.0% 0.0% 76 -43,469 -48.98% Q4 2025 Feb 13, 2026
Green Alpha Advisors, LLC History New 42,708 619 0.57% 77 +42,708 New Q4 2025 Jan 07, 2026
Allianz Asset Management GmbH History Added to 42,287 613 0.0% 0.0% 78 +18,134 75.08% Q4 2025 Feb 11, 2026
Krane Funds Advisors LLC History New 35,568 515 0.02% 79 +35,568 New Q4 2025 Feb 11, 2026
Eschler Asset Management LLP History Reduced 34,700 503 0.34% 0.75% 80 -10,500 -23.23% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 31,338 454 0.0% 81 +31,338 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 30,114 437 0.0% 0.0% 82 -6,547 -17.86% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 29,754 431 0.0% 0.0% 83 -128 -0.43% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History New 25,400 368 0.0% 84 +25,400 New Q4 2025 Feb 17, 2026
Themes Management Co LLC History New 25,101 363 0.27% 85 +25,101 New Q4 2025 Feb 09, 2026
AlphaCentric Advisors LLC History New 25,000 362 0.36% 87 +25,000 New Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 25,019 362 0.0% 0.0% 86 +13,203 111.74% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 23,929 346 0.0% 0.0% 88 +11,629 94.54% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 23,787 344 0.01% 0.23% 89 -399,019 -94.37% Q4 2025 Feb 13, 2026
Legend Capital Advisors LLC History New 21,980 318 0.18% 90 +21,980 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Reduced 21,906 317 0.0% 0.0% 91 -1,500 -6.41% Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History New 21,266 308 0.0% 92 +21,266 New Q4 2025 Feb 13, 2026
Calamos Advisors LLC History Added to 20,820 301 0.0% 0.0% 93 +6,420 44.58% Q4 2025 Jan 29, 2026
Shay Capital LLC History New 20,000 290 0.03% 94 +20,000 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 19,881 288 0.0% 0.0% 95 +17,771 842.23% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History Reduced 19,828 287 0.01% 0.02% 96 -4,889 -19.78% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 19,127 277 0.01% 0.01% 97 -748 -3.76% Q4 2025 Feb 03, 2026
LPL Financial LLC History Added to 18,674 270 0.0% 0.0% 98 +2,353 14.42% Q4 2025 Feb 11, 2026
Renaissance Capital LLC History Reduced 16,881 244 0.18% 0.42% 99 -16,809 -49.89% Q4 2025 Jan 29, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History New 16,552 240 0.06% 100 +16,552 New Q4 2025 Feb 13, 2026
Tairen Capital Ltd History New 15,760 228 0.02% 101 +15,760 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 14,515 210 0.0% 0.0% 102 -58,286 -80.06% Q4 2025 Feb 13, 2026
Temasek Holdings (Private) Ltd History No change 14,510 210 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 17, 2026
Handelsbanken Fonder AB History New 13,700 199 0.0% 104 +13,700 New Q4 2025 Feb 06, 2026
Havemeyer Place LP History New 11,786 170 0.03% 105 +11,786 New Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 11,318 164 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 09, 2026
Bridgefront Capital, LLC History New 11,277 163 0.04% 107 +11,277 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 10,831 157 0.0% 0.0% 108 -157 -1.43% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History No change 10,100 146 0.03% 0.04% 109 0 0.0% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Reduced 10,028 145 0.0% 0.0% 110 -960 -8.74% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 8,809 127 0.0% 0.0% 111 -519,905 -98.33% Q4 2025 Feb 13, 2026
Provenance Wealth Advisors, LLC History Reduced 6,168 89 0.01% 0.02% 112 -1,145 -15.66% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Added to 6,051 87 0.0% 0.0% 113 +5,367 784.65% Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,953 86 0.0% 0.0% 114 -1,153 -16.23% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 5,594 81 0.0% 115 +5,594 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 5,649 81 0.0% 0.0% 116 +927 19.63% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 5,493 79 0.0% 117 +5,493 New Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History New 5,151 74 0.0% 118 +5,151 New Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Added to 4,561 66 0.0% 0.0% 119 +101 2.26% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 3,801 55 0.0% 0.0% 120 -38,455 -91.0% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Reduced 3,331 48 0.0% 0.0% 121 -3,673 -52.44% Q4 2025 Feb 17, 2026
Banque Cantonale Vaudoise History Reduced 2,741 40 0.0% 0.0% 122 -921 -25.15% Q4 2025 Feb 06, 2026
Leonteq Securities AG History No change 2,590 37 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,171 31 0.0% 0.0% 124 -26 -1.18% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History New 2,100 30 0.0% 125 +2,100 New Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Added to 1,151 16 0.0% 0.0% 126 +164 16.62% Q4 2025 Feb 11, 2026
Gordian Capital Singapore Pte Ltd History Added to 1,100 15 0.02% 0.0% 127 +1,000 1000.0% Q4 2025 Feb 11, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 1,000 14 0.01% 0.01% 128 0 0.0% Q4 2025 Jan 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 628 9 0.0% 0.0% 129 +179 39.87% Q4 2025 Jan 27, 2026
CIBC Private Wealth Group LLC History No change 544 7 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 380 5 0.0% 0.0% 131 +305 406.67% Q4 2025 Jan 23, 2026
Sound Income Strategies, LLC History New 300 4 0.0% 132 +300 New Q4 2025 Jan 21, 2026
FINANCIAL CONSULATE, INC History New 100 1 0.0% 134 +100 New Q4 2025 Jan 22, 2026
HARBOUR INVESTMENTS, INC. History Added to 134 1 0.0% 0.0% 133 +5 3.88% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History No change 100 1 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History No change 100 1 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 13, 2026
Tidal Investments LLC History Closed out 0 0 0.27% -6,000,000 -100.0% Q3 2025 Nov 14, 2025
IDG China Capital Fund III Associates L.P. History Closed out 0 0 6.52% -4,570,712 -100.0% Q3 2025 Nov 05, 2025
Ghisallo Capital Management LLC History Closed out 0 0 1.74% -2,360,000 -100.0% Q3 2025 Nov 14, 2025
Mubadala Investment Co PJSC History Closed out 0 0 0.14% -1,125,287 -100.0% Q3 2025 Nov 14, 2025
HSG Holding Ltd History Closed out 0 0 1.08% -1,076,905 -100.0% Q3 2025 Nov 14, 2025
Neumann Advisory Hong Kong Ltd History Closed out 0 0 5.9% -1,031,880 -100.0% Q3 2025 Oct 08, 2025
PEAK6 LLC History Closed out 0 0 0.02% -678,300 -100.0% Q3 2025 Mar 30, 2026
CI INVESTMENTS INC. History Closed out 0 0 0.03% -403,426 -100.0% Q3 2025 Nov 12, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 1.14% -311,224 -100.0% Q3 2025 Feb 13, 2026
Carrhae Capital LLP History Closed out 0 0 0.39% -297,295 -100.0% Q3 2025 Nov 20, 2025
AFFINITY WEALTH MANAGEMENT LLC History Closed out 0 0 0.82% -249,611 -100.0% Q3 2025 Nov 06, 2025
Quadrature Capital Ltd History Closed out 0 0 0.04% -153,750 -100.0% Q3 2025 Nov 13, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 3.84% -95,400 -100.0% Q3 2025 Feb 17, 2026
Covalis Capital LLP History Closed out 0 0 0.17% -64,492 -100.0% Q3 2025 Nov 14, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -59,896 -100.0% Q3 2025 Nov 14, 2025
Banco BTG Pactual S.A. History Closed out 0 0 0.16% -50,000 -100.0% Q3 2025 Nov 13, 2025
Scientech Research LLC History Closed out 0 0 0.23% -29,555 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 0.2% -26,142 -100.0% Q3 2025 Feb 17, 2026
SYMMETRY PEAK MANAGEMENT LLC History Closed out 0 0 0.12% -24,500 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.03% -23,028 -100.0% Q3 2025 Nov 14, 2025
Pekin Hardy Strauss, Inc. History Closed out 0 0 0.05% -20,000 -100.0% Q3 2025 Nov 10, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -19,700 -100.0% Q3 2025 Nov 14, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.0% -16,520 -100.0% Q3 2025 Feb 17, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -12,776 -100.0% Q3 2025 Nov 14, 2025
J. Safra Sarasin Holding AG History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Nov 03, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -6,872 -100.0% Q3 2025 Nov 18, 2025
HERSHEY TRUST CO History Closed out 0 0 0.0% -4,188 -100.0% Q3 2025 Nov 14, 2025
FNY Investment Advisers, LLC History Closed out 0 0 0.02% -2,256 -100.0% Q3 2025 Dec 15, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -591 -100.0% Q3 2025 Nov 14, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -401 -100.0% Q3 2025 Nov 12, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -200 -100.0% Q3 2025 Oct 21, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -84 -100.0% Q3 2025 Nov 19, 2025
Global Retirement Partners, LLC History New 30 0 +30 New Q4 2025 Feb 06, 2026
ASSETMARK, INC History Added to 64 0 +27 72.97% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Closed out 0 0 -18 -100.0% Q3 2025 Nov 10, 2025
SageView Advisory Group, LLC History New 6 0 +6 New Q4 2025 Feb 17, 2026
Erste Asset Management GmbH History Closed out 0 0 0.0% -6 -100.0% Q3 2025 Nov 12, 2025
RHUMBLINE ADVISERS History New 5 0 +5 New Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History No change 38 0 0 0.0% Q4 2025 Feb 24, 2026
Nova Wealth Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 14, 2026