Ultragenyx Pharmaceutical Inc. - RARE

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 10,263,815 236,067 0.0% 0.0% 1 +131,087 1.29% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 6,631,554 152,525 0.0% 0.0% 2 +206,291 3.21% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 4,303,046 98,970 0.0% 0.0% 3 +610,559 16.54% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 4,064,830 93,491 0.01% 0.01% 4 +49,901 1.24% Q4 2025 Feb 11, 2026
SANDS CAPITAL MANAGEMENT, LLC History Reduced 3,485,724 80,171 0.24% 0.31% 5 -284,129 -7.54% Q4 2025 Feb 13, 2026
RTW INVESTMENTS, LP History New 3,000,139 69,003 0.69% 6 +3,000,139 New Q4 2025 Feb 17, 2026
BAKER BROS. ADVISORS LP History No change 2,772,692 63,771 0.37% 0.6% 7 0 0.0% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 2,666,249 61,323 0.0% 0.01% 8 -4,617,047 -63.39% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 2,661,725 61,219 0.01% 0.0% 9 +2,070,172 349.96% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,461,910 56,623 0.01% 0.01% 10 +516,781 26.57% Q4 2025 Feb 17, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC History No change 2,019,000 46,437 0.95% 1.55% 11 0 0.0% Q4 2025 Feb 17, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 1,965,084 45,196 0.48% 0.29% 12 +895,986 83.81% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,899,661 43,692 0.05% 0.12% 13 +354,382 22.93% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,838,208 42,287 0.0% 0.0% 14 +257,701 16.3% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,826,295 42,004 0.0% 0.0% 15 +916,112 100.65% Q4 2025 Feb 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,749,268 40,233 0.16% 16 +1,749,268 New Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,554,366 35,751 0.0% 0.01% 17 -755,808 -32.72% Q4 2025 Feb 17, 2026
Aberdeen Group plc History Added to 1,469,951 33,808 0.05% 0.05% 18 +496,295 50.97% Q4 2025 Jan 16, 2026
GW&K Investment Management, LLC History Added to 1,375,407 31,634 0.27% 0.31% 19 +225,238 19.58% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,360,497 31,291 0.02% 0.01% 20 +614,315 82.33% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,280,716 29,456 0.0% 0.0% 21 +442,590 52.81% Q4 2025 Feb 17, 2026
Rock Springs Capital Management LP History Added to 1,267,241 29,146 1.49% 2.19% 22 +20,900 1.68% Q4 2025 Feb 17, 2026
NORGES BANK History New 1,261,026 29,003 0.0% 23 +1,261,026 New Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,213,928 27,920 0.0% 0.0% 24 +558,907 85.33% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 1,181,899 27,183 0.0% 0.0% 25 +589,031 99.35% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History Reduced 1,231,331 26,563 0.03% 0.04% 26 -226,856 -15.56% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 903,050 20,770 0.01% 0.01% 27 +330,031 57.6% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Added to 880,644 20,254 0.01% 0.0% 28 +781,431 787.63% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 873,800 20,097 0.14% 0.2% 29 +21,999 2.58% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 840,820 19,338 0.02% 0.03% 30 +369 0.04% Q4 2025 Feb 17, 2026
Nuveen, LLC History Added to 801,473 18,433 0.0% 0.01% 31 +119,329 17.49% Q4 2025 Feb 12, 2026
Candriam S.C.A. History Added to 799,384 18,386 0.09% 0.12% 32 +44,670 5.92% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 764,618 17,586 0.08% 0.2% 33 -379,971 -33.2% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 702,154 16,149 0.02% 0.01% 34 +392,154 126.5% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 668,811 15,382 0.0% 0.0% 35 +121,786 22.26% Q4 2025 Jan 29, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 650,623 14,964 2.89% 2.24% 36 +298,065 84.54% Q4 2025 Feb 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 643,356 14,797 0.05% 0.05% 37 +160,774 33.32% Q4 2025 Feb 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 603,300 13,875 0.2% 0.11% 38 +333,300 123.44% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Reduced 599,473 13,787 0.0% 0.02% 39 -946,628 -61.23% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 598,924 13,775 0.0% 0.0% 40 -1,236 -0.21% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 559,148 12,860 0.0% 0.0% 41 -66,203 -10.59% Q4 2025 Feb 13, 2026
Polar Capital Holdings Plc History New 556,628 12,802 0.05% 42 +556,628 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 526,686 12,113 0.0% 0.0% 43 +27,454 5.5% Q4 2025 Feb 17, 2026
Ikarian Capital, LLC History Added to 517,771 11,908 0.93% 0.28% 44 +425,171 459.15% Q4 2025 Feb 18, 2026
HRT FINANCIAL LP History New 501,679 11,538 0.04% 45 +501,679 New Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History Reduced 481,600 11,076 0.02% 0.03% 46 -36,100 -6.97% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History New 477,092 10,973 0.06% 47 +477,092 New Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 475,358 10,933 0.0% 0.0% 48 -41,580 -8.04% Q4 2025 Mar 25, 2026
Palo Alto Investors LP History Added to 461,294 10,609 1.48% 2.06% 49 +91,763 24.83% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 424,049 9,753 0.01% 0.01% 50 +97,869 30.0% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 411,863 9,472 0.04% 0.05% 51 -36,854 -8.21% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 411,273 9,459 0.0% 0.0% 52 +8,458 2.1% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History Added to 390,599 8,983 0.01% 0.0% 53 +256,827 191.99% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 366,100 8,420 0.01% 0.0% 54 +344,200 1571.69% Q4 2025 Feb 12, 2026
Privium Fund Management B.V. History Added to 357,502 8,222 1.51% 1.57% 55 +67,698 23.36% Q4 2025 Feb 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 348,350 8,012 0.03% 0.0% 56 +327,502 1570.9% Q4 2025 Jan 28, 2026
D. E. Shaw & Co., Inc. History Added to 344,763 7,929 0.0% 0.0% 57 +107,123 45.08% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 331,169 7,605 0.01% 58 +331,169 New Q4 2025 Feb 13, 2026
GordonMD Global Investments LP History New 329,101 7,569 5.43% 59 +329,101 New Q4 2025 Feb 17, 2026
Eversept Partners, LP History New 317,182 7,295 0.37% 60 +317,182 New Q4 2025 Feb 17, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 310,108 7,132 0.0% 0.0% 61 -191,055 -38.12% Q4 2025 Jan 22, 2026
FRANKLIN RESOURCES INC History Reduced 309,062 7,108 0.0% 0.01% 62 -368,122 -54.36% Q4 2025 Feb 11, 2026
GREAT POINT PARTNERS LLC History New 300,000 6,900 2.24% 63 +300,000 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 298,706 6,870 0.0% 0.0% 64 -26,139 -8.05% Q4 2025 Feb 10, 2026
Motley Fool Wealth Management, LLC History Reduced 297,486 6,842 0.53% 0.73% 65 -58,054 -16.33% Q4 2025 Feb 11, 2026
Newtyn Management, LLC History New 295,915 6,806 0.72% 66 +295,915 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 282,376 6,494 0.03% 0.0% 67 +258,856 1100.58% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 280,000 6,440 0.01% 0.02% 68 -150,000 -34.88% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 276,927 6,369 0.0% 0.0% 69 +138,243 99.68% Q4 2025 Feb 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 263,869 6,068 0.02% 0.01% 70 +184,947 234.34% Q4 2025 Feb 10, 2026
Ensign Peak Advisors, Inc History Added to 250,571 5,763 0.01% 0.01% 71 +73,150 41.23% Q4 2025 Feb 12, 2026
Caitong International Asset Management Co., Ltd History Added to 245,708 5,651 1.38% 72 +245,697 2233609.09% Q4 2025 Mar 03, 2026
Invesco Ltd. History Reduced 230,271 5,296 0.0% 0.0% 73 -564,578 -71.03% Q4 2025 Feb 19, 2026
683 Capital Management, LLC History Added to 222,395 5,115 0.22% 0.17% 74 +116,395 109.81% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History Reduced 219,232 5,042 0.08% 0.16% 75 -102,401 -31.84% Q4 2025 Feb 17, 2026
Blue Owl Capital Holdings LP History Reduced 212,638 4,890 1.51% 3.94% 76 -209,800 -49.66% Q4 2025 Feb 20, 2026
EMERALD ADVISERS, LLC History Reduced 212,358 4,884 0.15% 0.4% 77 -206,208 -49.27% Q4 2025 Feb 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 134,467 4,729 0.02% 0.02% 78 -60,515 -31.04% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 204,107 4,694 0.0% 0.0% 79 -2,935 -1.42% Q4 2025 Feb 13, 2026
Assenagon Asset Management S.A. History Reduced 199,720 4,593 0.01% 0.01% 80 -52,949 -20.96% Q4 2025 Jan 09, 2026
Fisher Asset Management, LLC History Added to 198,696 4,570 0.0% 0.0% 81 +30,612 18.21% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 182,808 4,205 0.01% 82 +182,808 New Q4 2025 Feb 17, 2026
PDT Partners, LLC History Added to 176,813 4,066 0.26% 0.3% 83 +20,120 12.84% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 176,200 4,052 0.06% 0.03% 84 +96,931 122.28% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 175,635 4,000 0.0% 85 +175,635 New Q4 2025 Feb 13, 2026
Woodline Partners LP History Reduced 171,805 3,951 0.02% 0.04% 86 -101,446 -37.13% Q4 2025 Feb 17, 2026
Swiss National Bank History Added to 171,052 3,934 0.0% 0.0% 87 +6,100 3.7% Q4 2025 Feb 12, 2026
Trexquant Investment LP History Added to 165,017 3,795 0.03% 0.05% 88 +9,629 6.2% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 163,227 3,754 0.0% 89 +163,227 New Q4 2025 Feb 17, 2026
Catalio Capital Management, LP History Reduced 162,550 3,738 0.66% 1.62% 90 -128,712 -44.19% Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 163,272 3,719 0.01% 0.02% 91 -124,837 -43.33% Q4 2025 Feb 09, 2026
Rafferty Asset Management, LLC History Added to 157,061 3,612 0.01% 0.02% 92 +577 0.37% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Reduced 153,726 3,535 0.0% 0.01% 93 -36,736 -19.29% Q4 2025 Feb 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 150,201 3,454 0.01% 0.01% 94 -26,860 -15.17% Q4 2025 Feb 17, 2026
Krensavage Asset Management, LLC History New 149,634 3,442 1.22% 95 +149,634 New Q4 2025 Feb 18, 2026
SR ONE CAPITAL MANAGEMENT, LP History New 137,753 3,168 0.45% 96 +137,753 New Q4 2025 Feb 12, 2026
ExodusPoint Capital Management, LP History New 137,392 3,160 0.02% 97 +137,392 New Q4 2025 Feb 17, 2026
B Group, Inc. History No change 135,000 3,105 2.29% 2.99% 98 0 0.0% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 57,000 2,901 0.01% 0.0% 99 0 0.0% Q4 2025 Jan 28, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Reduced 120,505 2,771 0.13% 0.38% 100 -122,297 -50.37% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Added to 119,996 2,759 0.07% 0.02% 101 +105,622 734.81% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 118,422 2,723 0.01% 0.01% 102 +34,711 41.47% Q4 2025 Jan 29, 2026
Jump Financial, LLC History Added to 115,928 2,666 0.03% 0.02% 103 +58,460 101.73% Q4 2025 Feb 17, 2026
LMR Partners LLP History Added to 115,474 2,655 0.0% 0.0% 104 +105,074 1010.33% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Reduced 111,560 2,565 0.03% 0.05% 105 -3,285 -2.86% Q4 2025 Feb 05, 2026
Brevan Howard Capital Management LP History Added to 107,903 2,419 0.03% 0.01% 106 +40,868 60.97% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 101,826 2,341 0.0% 0.0% 107 -3,905 -3.69% Q4 2025 Feb 13, 2026
TWINBEECH CAPITAL LP History New 100,152 2,303 0.16% 109 +100,152 New Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 100,131 2,303 0.04% 0.05% 108 -513 -0.51% Q4 2025 Feb 03, 2026
DIADEMA PARTNERS LP History Reduced 100,000 2,300 0.4% 2.17% 111 -182,489 -64.6% Q4 2025 Feb 17, 2026
Stonepine Capital Management, LLC History Added to 100,000 2,300 1.68% 0.49% 110 +80,000 400.0% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History New 99,873 2,297 0.06% 112 +99,873 New Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 96,908 2,228 0.01% 113 +96,908 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 96,836 2,227 0.0% 0.0% 114 +4,070 4.39% Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History New 96,700 2,224 0.0% 115 +96,700 New Q4 2025 Feb 17, 2026
NOMURA HOLDINGS INC History Added to 95,100 2,187 0.0% 0.0% 116 +17,800 23.03% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 88,184 2,028 0.01% 0.01% 117 -21,449 -19.56% Q4 2025 Feb 13, 2026
Aquatic Capital Management LLC History Reduced 87,464 2,011 0.06% 0.11% 118 -103,994 -54.32% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 83,337 1,916 0.0% 0.0% 119 +2,447 3.03% Q4 2025 Feb 17, 2026
Sofinnova Investments, Inc. History New 83,300 1,915 0.08% 120 +83,300 New Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Reduced 81,964 1,885 0.0% 0.0% 121 -15,034 -15.5% Q4 2025 Feb 10, 2026
Man Group plc History Added to 78,371 1,802 0.0% 0.0% 122 +71,219 995.79% Q4 2025 Feb 17, 2026
DLD Asset Management, LP History Reduced 77,900 1,791 0.13% 0.24% 123 -32,700 -29.57% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Added to 76,702 1,764 0.02% 0.01% 124 +43,579 131.57% Q4 2025 Feb 17, 2026
Affinity Asset Advisors, LLC History New 75,000 1,725 0.1% 125 +75,000 New Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 73,500 1,690 0.01% 0.03% 126 -191,500 -72.26% Q4 2025 Feb 13, 2026
F/m Investments LLC History Added to 73,484 1,690 0.06% 0.07% 127 +11,731 19.0% Q4 2025 Feb 03, 2026
GROUP ONE TRADING LLC History Added to 72,808 1,674 0.0% 0.0% 128 +62,408 600.08% Q4 2025 Feb 12, 2026
Motley Fool Asset Management LLC History Reduced 72,448 1,666 0.06% 0.1% 129 -10,152 -12.29% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History Reduced 72,168 1,659 0.0% 0.0% 130 -73,926 -50.6% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 69,511 1,598 0.0% 0.0% 131 +11,922 20.7% Q4 2025 Feb 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 67,339 1,548 0.0% 0.01% 132 -213,127 -75.99% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 66,175 1,520 0.0% 0.0% 133 +3,572 5.71% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 66,001 1,518 0.02% 134 +66,001 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 63,563 1,461 0.0% 0.0% 135 +38,615 154.78% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 62,173 1,429 0.05% 0.08% 136 -11,621 -15.75% Q4 2025 Jan 14, 2026
Birchview Capital, LP History Added to 62,000 1,426 0.83% 0.5% 137 +40,000 181.82% Q4 2025 Feb 13, 2026
Parkman Healthcare Partners LLC History Reduced 62,030 1,426 0.14% 0.22% 138 -6,606 -9.62% Q4 2025 Feb 17, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 61,329 1,410 0.05% 139 +61,329 New Q4 2025 Feb 09, 2026
Entropy Technologies, LP History Added to 60,641 1,394 0.08% 0.05% 140 +40,577 202.24% Q4 2025 Feb 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 58,657 1,349 0.0% 0.01% 141 -22,281 -27.53% Q4 2025 Feb 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 58,838 1,320 0.0% 0.0% 142 -6,899 -10.49% Q4 2025 Jan 08, 2026
PROFUND ADVISORS LLC History Added to 56,624 1,302 0.04% 0.03% 143 +24,360 75.5% Q4 2025 Feb 06, 2026
FLAX POND CAPITAL, LLC History New 56,238 1,293 0.96% 144 +56,238 New Q4 2025 Mar 09, 2026
Ishara Investments LP History New 50,000 1,150 1.31% 145 +50,000 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 49,750 1,144 0.0% 0.0% 146 +11,245 29.2% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 49,137 1,130 0.01% 0.01% 147 +2,061 4.38% Q4 2025 Feb 17, 2026
Scientech Research LLC History Added to 48,032 1,104 0.69% 0.33% 148 +16,727 53.43% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History New 46,797 1,076 0.0% 149 +46,797 New Q4 2025 Jan 29, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 42,302 972 0.02% 0.02% 150 -877 -2.03% Q4 2025 Jan 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 39,398 906 0.01% 0.01% 151 +54 0.14% Q4 2025 Feb 13, 2026
Treasurer of the State of North Carolina History Reduced 38,620 888 0.0% 0.0% 152 -1,763 -4.37% Q4 2025 Feb 13, 2026
Alberta Investment Management Corp History New 38,400 883 0.01% 153 +38,400 New Q4 2025 Feb 19, 2026
JANUS HENDERSON GROUP PLC History No change 36,543 840 0.0% 0.0% 154 0 0.0% Q4 2025 Feb 17, 2026
Exome Asset Management LLC History New 35,200 809 0.39% 155 +35,200 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 34,339 789 0.0% 156 +34,339 New Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 34,024 782 0.0% 0.0% 157 -1,322 -3.74% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Added to 33,967 781 0.0% 0.0% 158 +6,411 23.27% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 33,523 771 0.0% 0.0% 159 +6,400 23.6% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 32,204 741 0.0% 0.01% 160 -93,225 -74.32% Q4 2025 Jan 09, 2026
SUPERSTRING CAPITAL MANAGEMENT LP History New 31,738 729 0.39% 161 +31,738 New Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 29,604 680 0.0% 0.01% 162 -42,451 -58.91% Q4 2025 Jan 30, 2026
HSBC HOLDINGS PLC History Reduced 29,679 662 0.0% 0.0% 163 -47,206 -61.4% Q4 2025 Mar 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 28,240 649 0.0% 0.0% 164 +1,875 7.11% Q4 2025 Jan 27, 2026
Headlands Technologies LLC History Added to 28,207 648 0.05% 0.06% 165 +2,778 10.92% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 27,747 638 0.0% 0.0% 166 -312 -1.11% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 27,285 627 0.0% 0.0% 167 +577 2.16% Q4 2025 Feb 17, 2026
S&CO INC History No change 25,255 580 0.04% 0.05% 168 0 0.0% Q4 2025 Feb 05, 2026
Arizona State Retirement System History Reduced 23,969 551 0.0% 0.0% 169 -1,207 -4.79% Q4 2025 Jan 28, 2026
Odyssean, LLC History New 22,230 511 0.37% 170 +22,230 New Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 21,077 485 0.0% 0.0% 171 +1,498 7.65% Q4 2025 Feb 10, 2026
OXFORD ASSET MANAGEMENT LLP History New 20,475 470 0.19% 172 +20,475 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 20,119 462 0.0% 0.0% 173 +6,350 46.12% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 20,112 462 0.0% 0.0% 174 -4,921 -19.66% Q4 2025 Feb 10, 2026
Knott David M Jr History Reduced 20,006 460 0.21% 0.63% 175 -31,994 -61.53% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 19,934 458 0.0% 0.0% 176 -679 -3.29% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 19,907 457 0.0% 0.01% 177 -278,984 -93.34% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 19,851 456 0.0% 0.0% 178 -4,706 -19.16% Q4 2025 Feb 18, 2026
INCEPTIONR LLC History New 19,714 453 0.13% 179 +19,714 New Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 18,997 436 0.0% 0.0% 180 -6,461 -25.38% Q4 2025 Feb 13, 2026
Virtus Investment Advisers, LLC History Added to 18,862 433 0.12% 0.1% 181 +7,551 66.76% Q4 2025 Feb 17, 2026
KLP KAPITALFORVALTNING AS History Added to 18,500 425 0.0% 0.0% 182 +800 4.52% Q4 2025 Jan 28, 2026
FIRST TRUST ADVISORS LP History Reduced 16,642 382 0.0% 0.0% 183 -19,692 -54.2% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Added to 16,268 374 0.0% 0.0% 184 +3,152 24.03% Q4 2025 Feb 13, 2026
DAFNA Capital Management LLC History New 16,000 368 0.09% 185 +16,000 New Q4 2025 Feb 17, 2026
China Universal Asset Management Co., Ltd. History Reduced 15,721 361 0.03% 0.04% 186 -1,172 -6.94% Q4 2025 Jan 29, 2026
Cerity Partners LLC History New 15,678 360 0.0% 187 +15,678 New Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 14,390 330 0.0% 0.0% 188 +896 6.64% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Added to 14,339 329 0.01% 0.0% 189 +5,497 62.17% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 14,094 322 0.0% 0.0% 190 -77,300 -84.58% Q4 2025 Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 13,965 321 0.0% 0.0% 191 +2,036 17.07% Q4 2025 Feb 18, 2026
Voleon Capital Management LP History New 13,956 320 0.01% 192 +13,956 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 13,416 308 0.0% 15.62% 193 -98,462 -88.01% Q4 2025 Feb 17, 2026
OAK RIDGE INVESTMENTS LLC History Reduced 13,394 308 0.02% 0.03% 194 -3,232 -19.44% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 13,125 302 0.0% 0.0% 195 +9,028 220.36% Q4 2025 Jan 26, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 12,862 295 0.0% 0.01% 196 -17,176 -57.18% Q4 2025 Jan 28, 2026
Erste Asset Management GmbH History No change 15,010 295 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 11, 2026
SBI Okasan Asset Management Co.Ltd. History New 14,400 283 0.02% 198 +14,400 New Q4 2025 Feb 10, 2026
Blueshift Asset Management, LLC History New 12,343 283 0.08% 199 +12,343 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 11,706 263 0.0% 0.0% 200 +1,892 19.28% Q4 2025 Jan 08, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,378 261 0.0% 0.0% 201 +2,358 26.14% Q4 2025 Feb 17, 2026
Creative Planning History New 11,266 259 0.0% 202 +11,266 New Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History Added to 11,029 253 0.11% 0.19% 203 +8,627 359.16% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 10,623 245 0.0% 0.0% 204 -16,309 -60.56% Q4 2025 Feb 13, 2026
Mariner, LLC History New 10,245 235 0.0% 205 +10,245 New Q4 2025 Feb 13, 2026
Pale Fire Capital SE History New 10,211 234 0.02% 206 +10,211 New Q4 2025 Feb 13, 2026
ADAR1 Capital Management, LLC History Added to 10,000 230 0.02% 0.03% 207 +1,000 11.11% Q4 2025 Feb 18, 2026
Marex Group plc History New 9,658 222 0.0% 208 +9,658 New Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 9,105 209 0.0% 0.0% 209 -95 -1.03% Q4 2025 Feb 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 9,071 208 0.01% 210 +9,071 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,946 206 0.0% 0.0% 211 0 0.0% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 7,791 183 0.0% 0.0% 212 +996 14.66% Q4 2025 Feb 03, 2026
Rockefeller Capital Management L.P. History Added to 7,716 177 0.0% 0.0% 213 +6,632 611.81% Q4 2025 Mar 16, 2026
AMALGAMATED BANK History Added to 7,551 174 0.0% 0.0% 214 +325 4.5% Q4 2025 Feb 05, 2026
Daiwa Securities Group Inc. History Added to 7,279 168 0.0% 0.0% 215 +371 5.37% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 6,647 152 0.0% 0.0% 216 -649 -8.9% Q4 2025 Feb 06, 2026
MetLife Investment Management, LLC History Added to 5,954 136 0.0% 0.0% 217 +204 3.55% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 5,859 134 0.01% 0.0% 218 +5,275 903.25% Q4 2025 Feb 09, 2026
VAN ECK ASSOCIATES CORP History Added to 5,167 119 0.0% 0.0% 219 +2,517 94.98% Q4 2025 Feb 13, 2026
Quarry LP History Added to 5,000 115 0.02% 0.0% 220 +4,890 4445.45% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 4,688 107 0.0% 0.0% 221 +962 25.82% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Reduced 3,116 71 0.0% 0.0% 222 -2,879 -48.02% Q4 2025 Feb 17, 2026
KBC Group NV History No change 2,941 68 0.0% 0.0% 223 0 0.0% Q4 2025 Jan 26, 2026
Bellevue Group AG History New 2,580 59 0.0% 224 +2,580 New Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 2,443 56 0.02% 226 +2,443 New Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 2,489 56 0.0% 0.0% 225 +751 43.21% Q4 2025 Feb 13, 2026
STRS OHIO History Added to 2,208 50 0.0% 0.0% 227 +60 2.79% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History No change 2,010 46 0.0% 0.0% 228 0 0.0% Q4 2025 Feb 12, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,895 43 0.0% 0.0% 229 -178 -8.59% Q4 2025 Jan 27, 2026
Covestor Ltd History Reduced 1,456 34 0.02% 0.03% 230 -331 -18.52% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History No change 1,300 29 0.0% 0.0% 231 0 0.0% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 1,080 24 0.0% 0.0% 232 -215 -16.6% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,065 24 0.0% 0.0% 233 -27 -2.47% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Reduced 1,076 24 0.0% 0.0% 234 -8 -0.74% Q4 2025 Jan 23, 2026
EFG International AG History New 848 19 0.0% 235 +848 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 660 15 0.0% 0.0% 236 +524 385.29% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History Added to 674 15 0.0% 0.0% 237 +243 56.38% Q4 2025 Jan 08, 2026
GAMMA Investing LLC History Added to 585 13 0.0% 0.0% 238 +389 198.47% Q4 2025 Jan 05, 2026
SIGNATUREFD, LLC History Reduced 540 12 0.0% 0.0% 239 -6 -1.1% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 482 11 0.0% 241 +482 New Q4 2025 Feb 05, 2026
UMB Bank, n.a. History Reduced 511 11 0.0% 0.0% 240 -12 -2.29% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 436 10 0.0% 243 +426 4260.0% Q4 2025 Feb 06, 2026
Leonteq Securities AG History Reduced 462 10 0.0% 0.0% 242 -25 -5.13% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 426 9 0.0% 0.0% 244 -1,327 -75.7% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 400 9 0.0% 0.0% 245 +264 194.12% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 322 7 0.0% 248 +298 1241.67% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Added to 319 7 0.0% 0.0% 247 +231 262.5% Q4 2025 Jan 20, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 344 7 0.0% 0.0% 246 +56 19.44% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 210 4 0.0% 252 +210 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 174 4 0.0% 0.0% 250 +140 411.76% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Added to 185 4 0.0% 0.0% 249 +31 20.13% Q4 2025 Feb 11, 2026
New Millennium Group LLC History No change 200 4 0.0% 0.0% 251 0 0.0% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 140 3 0.0% 0.0% 257 -301 -68.25% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History New 163 3 0.0% 259 +163 New Q4 2025 Jan 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 144 3 0.0% 256 +144 New Q4 2025 Feb 13, 2026
Hurley Capital, LLC History New 137 3 0.0% 255 +137 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 137 3 0.0% 260 +114 495.65% Q4 2025 Jan 23, 2026
Quent Capital, LLC History Reduced 156 3 0.0% 0.0% 258 -60 -27.78% Q4 2025 Jan 29, 2026
FIRST HORIZON CORP History Added to 169 3 0.0% 0.0% 253 +5 3.05% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History No change 132 3 0.0% 0.0% 254 0 0.0% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History No change 100 2 0.0% 0.0% 261 0 0.0% Q4 2025 Feb 10, 2026
Boreal Capital Management LLC History No change 100 2 0.0% 0.0% 262 0 0.0% Q4 2025 Feb 17, 2026
Osbon Capital Management LLC History New 86 1 0.0% 271 +86 New Q4 2025 Mar 16, 2026
Hilton Head Capital Partners, LLC History New 70 1 0.0% 274 +70 New Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History New 65 1 0.0% 263 +65 New Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History New 47 1 0.0% 272 +47 New Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 52 1 0.0% 269 +41 372.73% Q4 2025 Feb 06, 2026
Bare Financial Services, Inc History Added to 45 1 0.0% 273 +24 114.29% Q4 2025 Feb 06, 2026
Clearstead Trust, LLC History Added to 82 1 0.0% 0.0% 268 +23 38.98% Q4 2025 Feb 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 80 1 0.0% 0.0% 264 0 0.0% Q4 2025 Jan 15, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 64 1 0.0% 0.0% 265 0 0.0% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 58 1 0.0% 0.0% 266 0 0.0% Q4 2025 Jan 07, 2026
J.Safra Asset Management Corp History No change 68 1 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 66 1 0.0% 0.0% 270 0 0.0% Q4 2025 Feb 13, 2026
Frazier Life Sciences Management, L.P. History Closed out 0 0 0.89% -983,715 -100.0% Q3 2025 Nov 14, 2025
Vestal Point Capital, LP History Closed out 0 0 1.02% -750,000 -100.0% Q3 2025 Nov 14, 2025
Eagle Health Investments LP History Closed out 0 0 5.5% -697,000 -100.0% Q3 2025 Nov 07, 2025
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.13% -603,397 -100.0% Q3 2025 Nov 14, 2025
BRAIDWELL LP History Closed out 0 0 0.53% -588,700 -100.0% Q3 2025 Nov 14, 2025
Alyeska Investment Group, L.P. History Closed out 0 0 0.05% -531,996 -100.0% Q3 2025 Nov 17, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.03% -496,060 -100.0% Q3 2025 Nov 03, 2025
MPM BioImpact LLC History Closed out 0 0 1.95% -395,700 -100.0% Q3 2025 Nov 14, 2025
First Light Asset Management, LLC History Closed out 0 0 0.81% -285,699 -100.0% Q3 2025 Nov 14, 2025
Yiheng Capital Management, L.P. History Closed out 0 0 1.0% -225,758 -100.0% Q3 2025 Nov 14, 2025
Artia Global Partners LP History Closed out 0 0 1.02% -214,502 -100.0% Q3 2025 Nov 14, 2025
MACQUARIE GROUP LTD History Closed out 0 0 0.01% -200,717 -100.0% Q3 2025 Nov 13, 2025
Clearbridge Investments, LLC History Closed out 0 0 0.0% -155,752 -100.0% Q3 2025 Nov 13, 2025
GILDER GAGNON HOWE & CO LLC History Closed out 0 0 0.04% -121,941 -100.0% Q3 2025 Nov 14, 2025
Rhenman & Partners Asset Management AB History Closed out 0 0 0.4% -119,400 -100.0% Q3 2025 Nov 13, 2025
Amundi History Closed out 0 0 0.0% -99,161 -100.0% Q3 2025 Nov 14, 2025
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 0.03% -69,248 -100.0% Q3 2025 Nov 12, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.05% -67,834 -100.0% Q3 2025 Oct 31, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.14% -61,875 -100.0% Q3 2025 Oct 28, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -31,334 -100.0% Q3 2025 Nov 14, 2025
SILVERARC CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.1% -25,000 -100.0% Q3 2025 Nov 12, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -23,759 -100.0% Q3 2025 Nov 12, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -23,400 -100.0% Q3 2025 Nov 12, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.06% -22,723 -100.0% Q3 2025 Nov 07, 2025
Concentric Capital Strategies, LP History Closed out 0 0 0.03% -19,736 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.0% -18,639 -100.0% Q3 2025 Nov 14, 2025
Silvant Capital Management LLC History Closed out 0 0 0.02% -18,607 -100.0% Q3 2025 Nov 18, 2025
WOODSTOCK CORP History Closed out 0 0 0.05% -18,114 -100.0% Q3 2025 Oct 07, 2025
Tetragon Partners GP Ltd History Closed out 0 0 0.07% -17,718 -100.0% Q3 2025 Nov 14, 2025
DnB Asset Management AS History Closed out 0 0 0.0% -17,479 -100.0% Q3 2025 Nov 12, 2025
PIER 88 INVESTMENT PARTNERS LLC History Closed out 0 0 0.08% -14,170 -100.0% Q3 2025 Oct 31, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.08% -13,100 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -12,861 -100.0% Q3 2025 Nov 14, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -12,266 -100.0% Q3 2025 Nov 14, 2025
Tidal Investments LLC History Closed out 0 0 0.0% -11,947 -100.0% Q3 2025 Nov 14, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.13% -11,466 -100.0% Q3 2025 Nov 13, 2025
Vontobel Holding Ltd. History Closed out 0 0 0.0% -10,935 -100.0% Q3 2025 Oct 15, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.05% -10,875 -100.0% Q3 2025 Nov 14, 2025
AMERICAN CENTURY COMPANIES INC History Closed out 0 0 0.0% -10,054 -100.0% Q3 2025 Nov 12, 2025
Bridgefront Capital, LLC History Closed out 0 0 0.08% -9,385 -100.0% Q3 2025 Nov 14, 2025
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 0.09% -8,515 -100.0% Q3 2025 Oct 23, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 0.0% -8,142 -100.0% Q3 2025 Nov 06, 2025
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -7,441 -100.0% Q3 2025 Oct 01, 2025
FARALLON CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -7,000 -100.0% Q3 2025 Feb 17, 2026
denkapparat Operations GmbH History Closed out 0 0 0.13% -6,892 -100.0% Q3 2025 Nov 07, 2025
Quantbot Technologies LP History Closed out 0 0 0.01% -6,251 -100.0% Q3 2025 Nov 12, 2025
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -4,463 -100.0% Q3 2025 Nov 13, 2025
Tower Research Capital LLC (TRC) History Reduced 7 0 0.0% -1,958 -99.64% Q4 2025 Feb 17, 2026
Tortoise Investment Management, LLC History Closed out 0 0 0.0% -845 -100.0% Q3 2025 Nov 13, 2025
Atika Capital Management LLC History Closed out 0 0 0.12% -500 -100.0% Q3 2025 Nov 13, 2025
Manchester Capital Management LLC History Closed out 0 0 0.0% -385 -100.0% Q3 2025 Nov 14, 2025
ST GERMAIN D J CO INC History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Oct 07, 2025
CALDWELL SUTTER CAPITAL, INC. History Closed out 0 0 0.0% -160 -100.0% Q3 2025 Oct 29, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -159 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -110 -100.0% Q3 2025 Oct 21, 2025
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Nov 14, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -100 -100.0% Q3 2025 Nov 03, 2025
Truvestments Capital LLC History Reduced 23 0 0.0% -86 -78.9% Q4 2025 Feb 13, 2026
Stone House Investment Management, LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Oct 27, 2025
MAI Capital Management History Closed out 0 0 0.0% -47 -100.0% Q3 2025 Nov 10, 2025
MV CAPITAL MANAGEMENT, INC. History Reduced 28 0 0.0% -40 -58.82% Q4 2025 Feb 23, 2026
Activest Wealth Management History Added to 38 0 +37 3700.0% Q4 2025 Jan 30, 2026
Kilter Group LLC History Closed out 0 0 -29 -100.0% Q3 2025 Feb 06, 2026
Horizon Investments, LLC History New 20 0 +20 New Q4 2025 Feb 02, 2026
Advisory Services Network, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Nov 18, 2025
Rise Advisors, LLC History Closed out 0 0 -17 -100.0% Q3 2025 Oct 08, 2025
Clearstead Advisors, LLC History Reduced 22 0 0.0% -13 -37.14% Q4 2025 Feb 09, 2026
Bell Investment Advisors, Inc History Reduced 17 0 -11 -39.29% Q4 2025 Feb 24, 2026
Godfrey Financial Associates, Inc. History New 8 0 +8 New Q4 2025 Feb 10, 2026
Torren Management, LLC History New 7 0 +7 New Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Closed out 0 0 -5 -100.0% Q3 2025 Nov 24, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -4 -100.0% Q3 2025 Nov 14, 2025
TFC Financial Management, Inc. History New 2 0 +2 New Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
SouthState Bank Corp History No change 5 0 0 0.0% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 30 0 0 0.0% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History No change 9 0 0 0.0% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 30 0 0 0.0% Q4 2025 Feb 05, 2026
Cromwell Holdings LLC History No change 14 0 0 0.0% Q4 2025 Jan 20, 2026
Caitlin John, LLC History No change 5 0 0 0.0% Q4 2025 Feb 18, 2026
Wealth Watch Advisors, INC History No change 13 0 0 0.0% Q4 2025 Feb 17, 2026
WPG Advisers, LLC History No change 11 0 0 0.0% Q4 2025 Jan 28, 2026