RICHTECH ROBOTICS INC. - RR

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
BlackRock, Inc. History Added to 11,307,486 36,523 0.0% 0.0% 1 +5,967,958 111.77% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 8,385,468 27,085 0.0% 0.0% 2 +3,772,581 81.78% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 7,272,762 23,491 0.0% 0.0% 3 +1,171,533 19.2% Q4 2025 Feb 17, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History New 4,500,000 14,535 0.23% 4 +4,500,000 New Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 4,446,247 14,361 0.0% 0.0% 5 +2,219,849 99.71% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 4,245,943 13,714 0.0% 0.0% 6 +1,905,205 81.39% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,586,863 11,588 0.0% 0.0% 7 +1,519,613 73.51% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Added to 3,579,978 11,563 0.0% 0.0% 8 +1,782,313 99.15% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 1,804,574 5,828 0.0% 0.0% 9 +1,452,236 412.17% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 1,170,625 3,781 0.0% 0.0% 10 +561,121 92.06% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 960,453 3,102 0.0% 0.01% 11 +64,394 7.19% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History New 746,841 2,412 0.0% 12 +746,841 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 708,391 2,288 0.0% 0.0% 13 +705,513 24514.0% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 659,472 2,130 0.0% 0.0% 14 -98,060 -12.94% Q4 2025 Mar 12, 2026
GROUP ONE TRADING LLC History Reduced 567,774 1,833 0.0% 0.01% 15 -967,577 -63.02% Q4 2025 Feb 12, 2026
Walleye Trading LLC History New 551,842 1,782 0.0% 16 +551,842 New Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 541,770 1,749 0.0% 0.0% 17 +296,582 120.96% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 539,034 1,741 0.01% 0.0% 18 +520,295 2776.54% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Added to 537,317 1,735 0.0% 0.0% 19 +264,253 96.77% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 475,182 1,534 0.0% 0.0% 20 +229,949 93.77% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 403,482 1,303 0.0% 0.0% 21 +229,287 131.63% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 377,752 1,220 0.0% 0.0% 22 +31,254 9.02% Q4 2025 Mar 25, 2026
Scientech Research LLC History Added to 335,819 1,084 0.68% 0.2% 23 +198,876 145.23% Q4 2025 Feb 17, 2026
Swiss National Bank History New 312,300 1,008 0.0% 24 +312,300 New Q4 2025 Feb 12, 2026
Anson Funds Management LP History New 300,000 969 0.09% 25 +300,000 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 283,688 916 0.0% 0.0% 26 +184,774 186.8% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 277,151 895 0.0% 0.0% 27 -227,679 -45.1% Q4 2025 Feb 18, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 246,649 858 0.0% 0.0% 28 -24,148 -8.92% Q4 2025 Feb 03, 2026
Nuveen, LLC History Added to 257,842 832 0.0% 0.0% 29 +167,841 186.49% Q4 2025 Feb 12, 2026
AlphaCentric Advisors LLC History New 250,000 807 0.8% 30 +250,000 New Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 244,846 790 0.0% 0.0% 31 +243,986 28370.47% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 239,974 775 0.0% 0.0% 32 +195,292 437.07% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Reduced 238,226 769 0.0% 0.0% 33 -67,477 -22.07% Q4 2025 Jan 29, 2026
Concentric Capital Strategies, LP History New 236,073 762 0.04% 34 +236,073 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History New 231,566 747 0.0% 35 +231,566 New Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 220,294 711 0.0% 0.0% 36 -677,111 -75.45% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 213,280 688 0.0% 0.0% 37 +39,206 22.52% Q4 2025 Feb 11, 2026
Eddie Patel Inc History New 188,737 609 0.45% 38 +188,737 New Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 181,600 586 0.0% 39 +181,600 New Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History New 177,053 571 0.0% 40 +177,053 New Q4 2025 Feb 12, 2026
Sender Co & Partners, Inc. History New 155,198 501 0.23% 41 +155,198 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 155,028 500 0.0% 0.0% 42 +150,710 3490.27% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 147,800 477 0.0% 0.0% 43 +111,444 306.54% Q4 2025 Feb 19, 2026
RHUMBLINE ADVISERS History Added to 142,102 458 0.0% 0.0% 44 +62,707 78.98% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 140,375 453 0.0% 0.0% 45 +33,102 30.86% Q4 2025 Feb 13, 2026
Leonteq Securities AG History New 140,000 452 0.01% 46 +140,000 New Q4 2025 Feb 06, 2026
WealthPlan Investment Management, LLC History Added to 133,162 430 0.03% 0.04% 47 +5,060 3.95% Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 132,647 428 0.03% 0.04% 48 +27,119 25.7% Q4 2025 Jan 23, 2026
Legal & General Group Plc History Added to 128,345 414 0.0% 0.0% 49 +120,645 1566.82% Q4 2025 Feb 09, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 120,000 387 0.06% 0.09% 50 0 0.0% Q4 2025 Jan 26, 2026
JPMORGAN CHASE & CO History Reduced 110,115 355 0.0% 0.0% 51 -9,407 -7.87% Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 108,317 349 0.0% 0.0% 52 +55,025 103.25% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 104,690 339 0.0% 0.0% 53 +69,841 200.41% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 104,244 336 0.0% 0.0% 54 +16,824 19.25% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History New 100,000 323 0.0% 55 +100,000 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 87,280 281 0.0% 0.0% 56 +44,683 104.9% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 85,227 275 0.0% 0.0% 57 +51,615 153.56% Q4 2025 Jan 09, 2026
Themes Management Co LLC History New 81,486 263 0.2% 58 +81,486 New Q4 2025 Feb 09, 2026
VARCOV Co. History New 79,528 256 0.1% 59 +79,528 New Q4 2025 Feb 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 78,500 253 0.0% 60 +78,500 New Q4 2025 Jan 27, 2026
JANUS HENDERSON GROUP PLC History New 77,500 250 0.0% 61 +77,500 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 74,336 240 0.0% 0.0% 62 +71,196 2267.39% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 72,262 233 0.0% 0.0% 63 +26,317 57.28% Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 64,632 208 0.03% 64 +64,632 New Q4 2025 Feb 17, 2026
POLEN CAPITAL MANAGEMENT LLC History New 64,298 207 0.0% 65 +64,298 New Q4 2025 Feb 12, 2026
Shay Capital LLC History New 60,363 194 0.02% 66 +60,363 New Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 59,312 191 0.0% 0.0% 68 +38,767 188.69% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 59,241 191 0.0% 0.0% 67 +3,017 5.37% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 56,769 183 0.0% 0.0% 69 +10,568 22.87% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 54,688 176 0.0% 70 +54,688 New Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 53,375 172 0.01% 0.01% 71 +1,875 3.64% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History New 53,184 171 0.0% 72 +53,184 New Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 50,000 161 0.0% 0.0% 73 -14,800 -22.84% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 49,201 158 0.0% 0.0% 74 +44,102 864.91% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 48,300 156 0.0% 0.0% 75 +34,700 255.15% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 47,445 153 0.04% 76 +47,445 New Q4 2025 Mar 23, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 47,183 152 0.01% 77 +47,183 New Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 45,804 147 0.0% 78 +45,804 New Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 45,128 145 0.0% 0.0% 79 +8,528 23.3% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 43,977 142 0.0% 0.0% 80 +5,715 14.94% Q4 2025 Feb 05, 2026
Arizona State Retirement System History New 43,112 139 0.0% 81 +43,112 New Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 40,608 131 0.0% 0.0% 82 +37,106 1059.57% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Added to 39,941 129 0.0% 0.0% 83 +18,042 82.39% Q4 2025 Feb 13, 2026
Virtu Financial LLC History Reduced 38,166 123 0.0% 0.08% 85 -314,728 -89.18% Q4 2025 Feb 23, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 38,342 123 0.0% 0.0% 84 -159,058 -80.58% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 38,800 122 0.0% 0.0% 86 +3,000 8.38% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History New 37,790 119 0.01% 87 +37,790 New Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History New 34,000 109 0.0% 88 +34,000 New Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 32,614 105 0.0% 0.0% 89 +1,967 6.42% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 32,306 104 0.0% 0.0% 90 -79,502 -71.11% Q4 2025 Feb 10, 2026
Mariner, LLC History New 31,305 101 0.0% 91 +31,305 New Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 30,930 99 0.0% 0.0% 92 -29,435 -48.76% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 30,344 98 0.0% 0.0% 93 +1,804 6.32% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 30,000 96 0.0% 94 +30,000 New Q4 2025 Feb 09, 2026
ProShare Advisors LLC History Added to 28,007 90 0.0% 0.0% 95 +16,181 136.83% Q4 2025 Feb 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 27,336 88 0.02% 0.24% 97 -53,591 -66.22% Q4 2025 Mar 03, 2026
CAPITAL ADVISORS INC/OK History New 27,500 88 0.0% 96 +27,500 New Q4 2025 Jan 15, 2026
Pictet Asset Management Holding SA History New 26,481 85 0.0% 99 +26,481 New Q4 2025 Jan 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 26,559 85 0.0% 0.0% 98 +14,242 115.63% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 25,825 83 0.0% 0.0% 100 -9,750 -27.41% Q4 2025 Feb 06, 2026
CENTAURUS FINANCIAL, INC. History No change 25,400 82 0.0% 0.01% 101 0 0.0% Q4 2025 Feb 13, 2026
FNY Investment Advisers, LLC History New 25,112 81 0.02% 102 +25,112 New Q4 2025 Jan 16, 2026
TORONTO DOMINION BANK History New 25,000 80 0.0% 103 +25,000 New Q4 2025 Feb 17, 2026
Murphy & Mullick Capital Management Corp History No change 22,750 73 0.05% 0.08% 104 0 0.0% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 22,305 72 0.0% 0.0% 105 +6,219 38.66% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 22,100 71 0.0% 0.0% 106 +2,100 10.5% Q4 2025 Mar 16, 2026
McAdam, LLC History New 20,949 67 0.0% 107 +20,949 New Q4 2025 Feb 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 20,735 66 0.0% 0.0% 108 -8,798 -29.79% Q4 2025 Feb 10, 2026
Independent Advisor Alliance History Added to 20,720 66 0.0% 0.0% 109 +2,200 11.88% Q4 2025 Feb 04, 2026
Once Capital Management, LLC History No change 20,000 64 0.01% 0.02% 110 0 0.0% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Reduced 18,850 61 0.0% 0.01% 111 -6,150 -24.6% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 18,614 60 0.0% 0.0% 112 +9,736 109.66% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History New 18,269 59 0.0% 113 +18,269 New Q4 2025 Jan 29, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 17,721 57 0.0% 0.0% 114 +5,867 49.49% Q4 2025 Feb 13, 2026
Ground Swell Capital, LLC History New 16,325 52 0.11% 115 +16,325 New Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History New 15,975 51 0.0% 117 +15,975 New Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 15,946 51 0.0% 116 +15,946 New Q4 2025 Feb 17, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 15,100 48 0.02% 118 +15,100 New Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Reduced 14,246 46 0.0% 0.0% 120 -18,382 -56.34% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History New 11,920 46 0.0% 121 +11,920 New Q4 2025 Jan 23, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 14,308 46 0.0% 0.0% 119 +1,182 9.01% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Reduced 13,335 43 0.0% 0.0% 122 -2,207 -14.2% Q4 2025 Jan 29, 2026
Abel Hall, LLC History New 13,196 42 0.01% 124 +13,196 New Q4 2025 Feb 17, 2026
Lido Advisors, LLC History No change 10,000 42 0.0% 0.0% 123 0 0.0% Q4 2025 Feb 10, 2026
Gladstone Institutional Advisory LLC History Reduced 12,704 41 0.0% 0.0% 125 -17,250 -57.59% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Added to 12,440 40 0.0% 0.0% 126 +5,379 76.18% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Reduced 12,100 39 0.0% 0.0% 127 -10,900 -47.39% Q4 2025 Jan 30, 2026
XPONANCE LLC History New 11,864 38 0.0% 128 +11,864 New Q4 2025 Feb 12, 2026
GTS SECURITIES LLC History New 11,691 37 0.0% 129 +11,691 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Added to 11,545 37 0.0% 0.0% 130 +500 4.53% Q4 2025 Feb 17, 2026
Straight Path Wealth Management History New 11,200 36 0.01% 131 +11,200 New Q4 2025 Feb 11, 2026
Creative Planning History Reduced 10,827 34 0.0% 0.0% 132 -22,207 -67.22% Q4 2025 Feb 17, 2026
Traynor Capital Management, Inc. History New 10,435 33 0.0% 134 +10,435 New Q4 2025 Jan 12, 2026
B.O.S.S. Retirement Advisors, LLC History New 10,282 33 0.01% 135 +10,282 New Q4 2025 Feb 02, 2026
Rathbones Group PLC History No change 10,330 33 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 06, 2026
CIBC WORLD MARKETS CORP History New 10,139 32 0.0% 136 +10,139 New Q4 2025 Feb 12, 2026
SHELTON WEALTH MANAGEMENT, LLC History New 10,000 32 0.01% 138 +10,000 New Q4 2025 Jan 26, 2026
Atlas Legacy Advisors, LLC History New 10,000 32 0.01% 140 +10,000 New Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History Added to 10,180 32 0.0% 0.0% 139 +1,790 21.33% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 10,207 32 0.0% 0.0% 137 -496 -4.63% Q4 2025 Feb 13, 2026
SUMMIT SECURITIES GROUP LLC History New 8,086 26 0.0% 141 +8,086 New Q4 2025 Feb 17, 2026
Transce3nd, LLC History No change 4,746 26 0.21% 0.13% 142 0 0.0% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 7,866 25 0.0% 0.0% 143 +866 12.37% Q4 2025 Feb 06, 2026
Newbridge Financial Services Group, Inc. History New 5,300 17 0.0% 144 +5,300 New Q4 2025 Jan 21, 2026
AMALGAMATED BANK History Added to 4,815 16 0.0% 0.0% 145 +2,453 103.85% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 4,145 13 0.0% 0.0% 146 +100 2.47% Q4 2025 Feb 12, 2026
Luminist Capital LLC History Added to 3,800 12 0.01% 0.01% 147 +1,800 90.0% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 3,825 12 0.0% 0.0% 148 +163 4.45% Q4 2025 Jan 23, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 3,000 9 0.0% 149 +3,000 New Q4 2025 Jan 20, 2026
Arax Advisory Partners History Reduced 2,500 8 0.0% 0.0% 150 -3,172 -55.92% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History New 2,222 7 0.0% 151 +2,222 New Q4 2025 Feb 12, 2026
Investors Research Corp History No change 2,189 7 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 06, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2,000 6 0.0% 0.0% 153 0 0.0% Q4 2025 Feb 12, 2026
COMERICA BANK History New 1,732 5 0.0% 154 +1,732 New Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 1,807 5 0.0% 0.0% 155 +92 5.36% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,343 4 0.0% 157 +1,343 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 1,532 4 0.0% 0.0% 156 +300 24.35% Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History New 1,129 3 0.0% 162 +1,129 New Q4 2025 Feb 11, 2026
Allworth Financial LP History New 1,100 3 0.0% 161 +1,100 New Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 1,046 3 0.0% 158 +1,046 New Q4 2025 Feb 10, 2026
GAMMA Investing LLC History New 988 3 0.0% 163 +988 New Q4 2025 Jan 05, 2026
Sterling Capital Management LLC History Added to 1,001 3 0.0% 159 +833 495.83% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 1,042 3 0.0% 0.0% 160 +712 215.76% Q4 2025 Jan 26, 2026
CURIO WEALTH, LLC History No change 1,000 3 0.0% 0.0% 164 0 0.0% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Reduced 774 2 0.0% 0.0% 165 -995 -56.25% Q4 2025 Feb 12, 2026
Atlantic Edge Private Wealth Management, LLC History New 800 2 0.0% 167 +800 New Q4 2025 Jan 27, 2026
ORG Partners LLC History No change 750 2 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 14, 2026
SageView Advisory Group, LLC History New 538 1 0.0% 171 +538 New Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 526 1 0.0% 172 +526 New Q4 2025 Feb 17, 2026
MCF Advisors LLC History New 350 1 0.0% 170 +350 New Q4 2025 Feb 11, 2026
TD Capital Management LLC History Added to 310 1 0.0% 169 +100 47.62% Q4 2025 Feb 26, 2026
MassMutual Private Wealth & Trust, FSB History No change 545 1 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 07, 2026
HRT FINANCIAL LP History Closed out 0 0 0.02% -1,472,999 -100.0% Q3 2025 Nov 14, 2025
X-Square Capital, LLC History Closed out 0 0 0.54% -400,300 -100.0% Q3 2025 Nov 10, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -240,000 -100.0% Q3 2025 Nov 13, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.01% -215,203 -100.0% Q3 2025 Oct 14, 2025
MARSHALL WACE, LLP History Closed out 0 0 0.0% -124,214 -100.0% Q3 2025 Nov 13, 2025
BlueCrest Capital Management Ltd History Closed out 0 0 0.77% -100,000 -100.0% Q3 2025 Feb 17, 2026
PFG Investments, LLC History Closed out 0 0 0.02% -75,500 -100.0% Q3 2025 Oct 31, 2025
Clear Street Group Inc. History Closed out 0 0 0.0% -55,739 -100.0% Q3 2025 Nov 14, 2025
GWN SECURITIES INC. History Closed out 0 0 0.05% -54,011 -100.0% Q3 2025 Oct 27, 2025
Penn Capital Management Company, LLC History Closed out 0 0 0.02% -47,354 -100.0% Q3 2025 Nov 24, 2025
DnB Asset Management AS History Closed out 0 0 0.0% -43,858 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -35,473 -100.0% Q3 2025 Nov 14, 2025
WESBANCO BANK INC History Closed out 0 0 0.0% -25,000 -100.0% Q3 2025 Nov 06, 2025
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.4% -19,723 -100.0% Q3 2025 Feb 17, 2026
Delos Wealth Advisors, LLC History Closed out 0 0 0.06% -19,500 -100.0% Q3 2025 Nov 14, 2025
THOMPSON DAVIS & CO., INC. History Closed out 0 0 0.04% -15,475 -100.0% Q3 2025 Nov 05, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -15,121 -100.0% Q3 2025 Oct 29, 2025
OPPENHEIMER & CO INC History Closed out 0 0 0.0% -13,300 -100.0% Q3 2025 Nov 06, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.0% -12,400 -100.0% Q3 2025 Oct 23, 2025
Marex Group plc History Closed out 0 0 0.0% -12,000 -100.0% Q3 2025 Nov 14, 2025
Belvedere Trading LLC History Closed out 0 0 0.0% -11,947 -100.0% Q3 2025 Oct 27, 2025
Brookstone Capital Management History Closed out 0 0 0.0% -10,738 -100.0% Q3 2025 Oct 15, 2025
Ausdal Financial Partners, Inc. History Closed out 0 0 0.0% -10,566 -100.0% Q3 2025 Nov 14, 2025
Sovereign Financial Group, Inc. History Closed out 0 0 0.01% -10,000 -100.0% Q3 2025 Oct 17, 2025
Financial Life Planners History Closed out 0 0 0.01% -2,000 -100.0% Q3 2025 Nov 13, 2025
CoreCap Advisors, LLC History Closed out 0 0 0.0% -1,784 -100.0% Q3 2025 Oct 22, 2025
SIGNATUREFD, LLC History Closed out 0 0 0.0% -1,450 -100.0% Q3 2025 Oct 21, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -1,129 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 18, 2025
Roble, Belko & Company, Inc History Closed out 0 0 0.0% -558 -100.0% Q3 2025 Oct 24, 2025
Kohmann Bosshard Financial Services, LLC History New 150 0 +150 New Q4 2025 Jan 30, 2026
Triumph Capital Management History New 80 0 +80 New Q4 2025 Feb 12, 2026
Millstone Evans Group, LLC History New 70 0 +70 New Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 71 0 +26 57.78% Q4 2025 Feb 06, 2026
Vermillion & White Wealth Management Group, LLC History New 23 0 +23 New Q4 2025 Feb 18, 2026
ROTHSCHILD INVESTMENT LLC History New 16 0 +16 New Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 -10 -100.0% Q3 2025 Oct 31, 2025
North Star Investment Management Corp. History No change 110 0 0 0.0% Q4 2025 Jan 30, 2026
NVWM, LLC History No change 140 0 0 0.0% Q4 2025 Jan 20, 2026
HOEY INVESTMENTS, INC History No change 89 0 0 0.0% Q4 2025 Jan 28, 2026