Red Violet, Inc. - RDVT

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
VANGUARD GROUP INC History Added to 956,443 54,469 0.0% 0.0% 1 +23,736 2.54% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 904,161 51,491 0.0% 0.0% 2 +6,735 0.75% Q4 2025 Feb 12, 2026
WASATCH ADVISORS LP History New 801,215 45,629 0.27% 3 +801,215 New Q4 2025 Feb 12, 2026
Ophir Asset Management Pty Ltd History Added to 638,598 36,368 4.08% 4.09% 4 +4,372 0.69% Q4 2025 Feb 17, 2026
ASHFORD CAPITAL MANAGEMENT INC History Added to 602,818 34,330 3.82% 3.38% 5 +22,110 3.81% Q4 2025 Feb 17, 2026
Trigran Investments, Inc. History Reduced 581,243 33,101 6.52% 5.84% 6 -35,311 -5.73% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 337,481 19,223 0.0% 0.0% 7 +16,657 5.19% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 282,480 16,088 0.0% 8 +282,480 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 278,314 15,849 0.0% 0.0% 9 -5,762 -2.03% Q4 2025 Feb 13, 2026
Pembroke Management, LTD History Reduced 247,470 14,093 1.46% 1.3% 10 -3,802 -1.51% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Added to 201,013 11,447 0.01% 0.01% 11 +5,377 2.75% Q4 2025 Feb 17, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 200,000 11,384 1.49% 1.39% 12 0 0.0% Q4 2025 Feb 13, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 175,452 9,991 0.82% 0.81% 13 -202,061 -53.52% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 174,509 9,938 0.0% 0.0% 14 +4,634 2.73% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 141,002 8,030 0.0% 0.0% 15 +12,301 9.56% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 129,686 7,385 0.0% 0.0% 16 +7,317 5.98% Q4 2025 Feb 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 123,688 7,044 0.15% 0.1% 17 +39,229 46.45% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 119,941 6,830 0.0% 0.0% 18 -7,448 -5.85% Q4 2025 Feb 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 102,800 5,854 0.21% 0.2% 19 +2,500 2.49% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 102,304 5,826 0.0% 0.0% 20 -4,980 -4.64% Q4 2025 Feb 17, 2026
LORD, ABBETT & CO. LLC History Added to 100,760 5,738 0.02% 0.02% 21 +58 0.06% Q4 2025 Feb 13, 2026
Uniplan Investment Counsel, Inc. History Added to 96,789 5,512 0.55% 0.49% 22 +1,009 1.05% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 91,425 5,206 0.0% 0.0% 23 -28,069 -23.49% Q4 2025 Mar 25, 2026
MARSHALL WACE, LLP History Reduced 87,906 5,006 0.0% 0.01% 24 -23,194 -20.88% Q4 2025 Feb 13, 2026
Grandeur Peak Global Advisors, LLC History Reduced 84,302 4,800 0.65% 0.63% 25 -5,496 -6.12% Q4 2025 Feb 13, 2026
GLOBEFLEX CAPITAL L P History Reduced 82,813 4,716 0.72% 0.77% 26 -13,489 -14.01% Q4 2025 Feb 11, 2026
Calamos Advisors LLC History Added to 80,764 4,599 0.02% 0.01% 27 +8,661 12.01% Q4 2025 Jan 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 80,366 4,576 0.05% 28 +80,366 New Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 79,086 4,503 0.0% 0.0% 29 +1,538 1.98% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 78,944 4,495 0.01% 17.0% 30 +8,844 12.62% Q4 2025 Feb 17, 2026
Hood River Capital Management LLC History Reduced 69,465 3,956 0.04% 0.04% 31 -1,526 -2.15% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 66,943 3,812 0.0% 0.0% 32 +50,388 304.37% Q4 2025 Feb 13, 2026
Hillsdale Investment Management Inc. History Reduced 64,000 3,644 0.1% 0.1% 33 -1,000 -1.54% Q4 2025 Feb 10, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 59,863 3,409 0.52% 0.49% 34 -1,354 -2.21% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 58,281 3,319 0.0% 0.0% 35 +50,146 616.42% Q4 2025 Feb 19, 2026
Annex Advisory Services, LLC History Reduced 55,893 3,183 0.06% 0.06% 36 -945 -1.66% Q4 2025 Jan 26, 2026
Squarepoint Ops LLC History Reduced 52,223 2,974 0.0% 0.0% 37 -28,400 -35.23% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 51,503 2,932 0.0% 0.01% 38 -6,392 -11.04% Q4 2025 Feb 10, 2026
Nuveen, LLC History No change 43,050 2,451 0.0% 0.0% 39 0 0.0% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Added to 42,771 2,435 0.0% 0.0% 40 +32,665 323.22% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 40,291 2,294 0.0% 0.0% 41 +23,291 137.01% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 37,436 2,131 0.0% 0.0% 42 -129 -0.34% Q4 2025 Feb 10, 2026
PDT Partners, LLC History No change 37,376 2,128 0.14% 0.12% 43 0 0.0% Q4 2025 Feb 17, 2026
Madrona Financial Services, LLC History New 36,768 2,093 0.45% 44 +36,768 New Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History Added to 36,058 2,053 0.0% 0.0% 45 +14,539 67.56% Q4 2025 Feb 17, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 30,328 1,727 0.01% 0.01% 46 +95 0.31% Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 30,256 1,723 0.06% 0.03% 47 +13,144 76.81% Q4 2025 Jan 14, 2026
Informed Momentum Co LLC History No change 30,147 1,716 0.19% 0.18% 48 0 0.0% Q4 2025 Feb 12, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 27,558 1,569 0.04% 0.04% 49 +545 2.02% Q4 2025 Jan 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 27,505 1,566 0.0% 0.0% 50 +770 2.88% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 26,144 1,488 0.0% 0.0% 51 +8,348 46.91% Q4 2025 Feb 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 27,487 1,408 0.0% 0.01% 52 -7,603 -21.67% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Reduced 23,954 1,364 0.0% 0.0% 53 -1,923 -7.43% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Reduced 22,607 1,287 0.02% 0.02% 54 -7,306 -24.42% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 21,862 1,245 0.0% 0.0% 55 +8,792 67.27% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 21,364 1,216 0.0% 0.0% 56 +2,132 11.09% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 20,587 1,172 0.03% 57 +20,587 New Q4 2025 Feb 13, 2026
Evernest Financial Advisors, LLC History Added to 28,000 1,156 0.24% 0.19% 58 +15,225 119.18% Q4 2025 Feb 13, 2026
Legato Capital Management LLC History Added to 19,360 1,102 0.09% 0.1% 59 +1,696 9.6% Q4 2025 Feb 06, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 16,884 961 0.02% 0.02% 60 -148 -0.87% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 16,640 947 0.0% 0.0% 61 -21,300 -56.14% Q4 2025 Feb 12, 2026
Ellsworth Advisors, LLC History Reduced 18,040 925 0.18% 0.21% 62 -98 -0.54% Q4 2025 Jan 16, 2026
PRUDENTIAL FINANCIAL INC History Added to 15,561 886 0.0% 0.0% 63 +1,634 11.73% Q4 2025 Feb 13, 2026
WHITE PINE CAPITAL LLC History Reduced 14,920 849 0.23% 0.23% 64 -334 -2.19% Q4 2025 Feb 09, 2026
Trexquant Investment LP History New 14,621 832 0.01% 65 +14,621 New Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 14,555 828 0.0% 0.0% 66 +546 3.9% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 14,371 818 0.0% 0.0% 67 -2,447 -14.55% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 14,302 814 0.0% 0.0% 68 +1,618 12.76% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 13,330 759 0.0% 0.0% 69 +5,403 68.16% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 13,236 754 0.0% 0.0% 70 +680 5.42% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 12,818 729 0.0% 71 +12,818 New Q4 2025 Feb 17, 2026
PIER 88 INVESTMENT PARTNERS LLC History Added to 12,370 704 0.16% 0.09% 72 +3,640 41.7% Q4 2025 Feb 04, 2026
GSA CAPITAL PARTNERS LLP History Added to 11,959 681 0.06% 0.02% 73 +6,930 137.8% Q4 2025 Feb 06, 2026
Creative Planning History Added to 11,714 667 0.0% 0.0% 74 +4,104 53.93% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 11,360 646 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 17, 2026
Harvest Investment Services, LLC History New 10,971 624 0.12% 76 +10,971 New Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 10,823 620 0.0% 0.0% 77 +6,079 128.14% Q4 2025 Mar 20, 2026
STRS OHIO History No change 10,800 615 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 02, 2026
XTX Topco Ltd History Added to 9,942 566 0.01% 0.02% 79 +868 9.57% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History New 9,296 529 0.0% 80 +9,296 New Q4 2025 Feb 05, 2026
DEUTSCHE BANK AG\ History Added to 9,116 519 0.0% 0.0% 81 +426 4.9% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 9,054 515 0.0% 0.0% 82 -26 -0.29% Q4 2025 Feb 17, 2026
AVIVA PLC History Reduced 8,985 511 0.0% 0.0% 83 -622 -6.47% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 8,454 481 0.0% 0.0% 84 +181 2.19% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 8,168 465 0.0% 0.0% 85 -21,059 -72.05% Q4 2025 Jan 29, 2026
Teton Advisors, LLC History No change 8,000 455 0.32% 0.26% 86 0 0.0% Q4 2025 Feb 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 7,781 443 0.0% 0.0% 87 +153 2.01% Q4 2025 Feb 17, 2026
BARD ASSOCIATES INC History Added to 7,764 442 0.11% 0.11% 88 +34 0.44% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 7,061 402 0.0% 0.0% 89 +1,774 33.55% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 6,816 388 0.0% 0.0% 90 +2,638 63.14% Q4 2025 Jan 09, 2026
MetLife Investment Management, LLC History No change 6,534 372 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 6,262 356 0.0% 0.0% 92 -1,047 -14.32% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 6,089 347 0.0% 0.0% 93 +50 0.83% Q4 2025 Jan 26, 2026
State of Wyoming History Added to 5,430 309 0.03% 0.03% 94 +279 5.42% Q4 2025 Feb 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 5,309 302 0.0% 95 +5,309 New Q4 2025 Jan 27, 2026
Integrated Quantitative Investments LLC History New 5,276 300 0.06% 97 +5,276 New Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 5,270 300 0.0% 0.0% 96 -198 -3.62% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 5,229 297 0.0% 0.0% 98 +50 0.97% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 5,030 286 0.0% 99 +5,030 New Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 4,624 263 0.0% 0.0% 100 +98 2.17% Q4 2025 Feb 17, 2026
AlphaQuest LLC History New 4,566 260 0.01% 101 +4,566 New Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History New 4,500 256 0.0% 102 +4,500 New Q4 2025 Feb 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 4,230 240 0.02% 0.05% 103 -3,289 -43.74% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 4,194 238 0.0% 0.0% 104 -16,088 -79.32% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Reduced 4,130 235 0.0% 0.0% 105 -2,495 -37.66% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 3,982 226 0.0% 0.0% 106 -4,201 -51.34% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,847 219 0.0% 0.0% 107 -95,426 -96.12% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 3,811 217 0.0% 0.0% 108 +391 11.43% Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 3,683 209 0.0% 0.0% 109 -875 -19.2% Q4 2025 Feb 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,114 177 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History Added to 3,094 176 0.04% 0.01% 111 +2,863 1239.39% Q4 2025 Mar 03, 2026
Legal & General Group Plc History Reduced 2,783 158 0.0% 0.0% 112 -84 -2.93% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Reduced 2,500 142 0.0% 0.0% 113 -4,000 -61.54% Q4 2025 Feb 13, 2026
FMR LLC History Added to 2,224 126 0.0% 0.0% 114 +301 15.65% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History Added to 2,136 121 0.0% 0.0% 115 +372 21.09% Q4 2025 Feb 10, 2026
State of Alaska, Department of Revenue History Added to 1,933 109 0.0% 0.0% 116 +1,297 203.93% Q4 2025 Jan 23, 2026
Kemnay Advisory Services Inc. History New 1,808 102 0.02% 117 +1,808 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 917 52 0.0% 0.0% 118 -179 -16.33% Q4 2025 Feb 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 695 39 0.0% 0.0% 119 -105 -13.13% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History No change 551 31 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History Added to 500 28 0.0% 0.0% 121 +200 66.67% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History No change 480 27 0.0% 0.0% 122 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 468 26 0.0% 0.0% 123 +377 414.29% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 400 22 0.0% 0.0% 124 -100 -20.0% Q4 2025 Feb 02, 2026
SIMPLEX TRADING, LLC History Added to 376 21 0.0% 0.0% 125 +328 683.33% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 355 20 0.0% 0.0% 126 -26 -6.82% Q4 2025 Feb 05, 2026
Versant Capital Management, Inc History No change 317 18 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 08, 2026
Smartleaf Asset Management LLC History Added to 258 14 0.0% 0.0% 128 +179 226.58% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 221 12 0.0% 129 +221 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 210 11 0.0% 0.0% 130 -357 -62.96% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Added to 199 11 0.0% 0.0% 131 +2 1.02% Q4 2025 Feb 03, 2026
Optiver Holding B.V. History Added to 122 6 0.0% 0.0% 132 +48 64.86% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 118 6 0.0% 0.0% 133 +4 3.51% Q4 2025 Jan 05, 2026
Farther Finance Advisors, LLC History New 94 5 0.0% 139 +94 New Q4 2025 Jan 23, 2026
COMERICA BANK History Added to 100 5 0.0% 0.0% 135 +55 122.22% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Added to 91 5 0.0% 0.0% 137 +20 28.17% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 89 5 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History No change 100 5 0.0% 0.0% 136 0 0.0% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History No change 100 5 0.0% 0.0% 138 0 0.0% Q4 2025 Mar 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 76 4 0.0% 0.0% 140 -140 -64.81% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 75 4 0.0% 0.0% 142 +48 177.78% Q4 2025 Feb 13, 2026
Marquette Asset Management, LLC History Added to 79 4 0.0% 0.0% 143 +37 88.1% Q4 2025 Jan 16, 2026
VALLEY NATIONAL ADVISERS INC History No change 75 4 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 66 3 0.0% 145 +66 New Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 60 3 0.0% 146 +60 New Q4 2025 Jan 21, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 56 3 0.0% 0.0% 144 -1 -1.75% Q4 2025 Jan 20, 2026
Steward Partners Investment Advisory, LLC History New 50 2 0.0% 148 +50 New Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History No change 44 2 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History No change 50 2 0.0% 0.0% 149 0 0.0% Q4 2025 Jan 08, 2026
Arax Advisory Partners History Reduced 18 1 0.0% 0.0% 152 -1,282 -98.62% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 32 1 0.0% 0.0% 151 -1,000 -96.9% Q4 2025 Jan 15, 2026
Aster Capital Management (DIFC) Ltd History New 33 1 0.0% 155 +33 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 19 1 0.0% 156 +19 New Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Added to 25 1 0.0% 150 +16 177.78% Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Added to 22 1 0.0% 154 +16 266.67% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 20 1 0.0% 153 +12 150.0% Q4 2025 Feb 06, 2026
Nantahala Capital Management, LLC History Closed out 0 0 0.3% -164,339 -100.0% Q3 2025 Nov 14, 2025
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 0.13% -16,446 -100.0% Q3 2025 Nov 12, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.14% -6,826 -100.0% Q3 2025 Nov 13, 2025
Man Group plc History Closed out 0 0 0.0% -5,157 -100.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -3,844 -100.0% Q3 2025 Nov 05, 2025
JT Stratford LLC History Closed out 0 0 0.03% -3,840 -100.0% Q3 2025 Nov 12, 2025
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -3,836 -100.0% Q3 2025 Nov 14, 2025
Spire Wealth Management History Closed out 0 0 0.0% -58 -100.0% Q3 2025 Oct 23, 2025
SIGNATUREFD, LLC History Reduced 10 0 0.0% -15 -60.0% Q4 2025 Jan 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 13 0 +13 New Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History New 10 0 +10 New Q4 2025 Feb 09, 2026
ROTHSCHILD INVESTMENT LLC History Added to 9 0 +4 80.0% Q4 2025 Feb 10, 2026
SJS Investment Consulting Inc. History New 3 0 +3 New Q4 2025 Jan 21, 2026
Covestor Ltd History Reduced 7 0 -2 -22.22% Q4 2025 Feb 06, 2026
Tortoise Investment Management, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
ASSETMARK, INC History No change 17 0 0 0.0% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History No change 15 0 0 0.0% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History No change 9 0 0 0.0% Q4 2025 Feb 20, 2026