Sana Biotechnology, Inc. - SANA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 Reduced 37,430,284 152,341 0.01% 0.01% 1 -1,081 -0.0% Q4 2025 Feb 17, 2026
Flagship Pioneering, LLC History No change 25,001,856 101,757 31.4% 30.33% 2 0 0.0% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 14,223,527 57,889 0.0% 0.0% 3 +2,997,391 26.7% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 10,455,195 42,552 0.0% 0.0% 4 +1,326,222 14.53% Q4 2025 Jan 29, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 10,242,100 41,685 0.03% 0.03% 5 +67,100 0.66% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 8,054,841 32,783 0.0% 0.0% 6 +1,374,300 20.57% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Reduced 6,609,065 26,898 0.02% 0.03% 7 -4,827,438 -42.21% Q4 2025 Jan 23, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,118,138 16,763 0.0% 0.0% 8 +694,606 20.29% Q4 2025 Feb 09, 2026
Marex Group plc History Reduced 3,732,780 15,192 0.1% 0.1% 9 -90,000 -2.35% Q4 2025 Feb 12, 2026
Integral Health Asset Management, LLC History Added to 3,000,000 12,210 0.61% 0.48% 10 +1,000,000 50.0% Q4 2025 Feb 17, 2026
Alphabet Inc. History No change 2,812,500 11,446 0.44% 0.41% 11 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,691,116 6,882 0.01% 0.01% 12 -301,384 -15.13% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 1,679,130 6,834 0.01% 13 +1,679,130 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,579,705 6,429 0.01% 0.0% 14 +969,577 158.91% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 1,488,377 6,057 0.0% 0.0% 15 +806,285 118.21% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Added to 1,407,699 5,729 0.0% 0.0% 16 +89,203 6.77% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,399,335 5,695 0.0% 0.0% 17 +126,772 9.96% Q4 2025 Feb 13, 2026
Woodline Partners LP History Reduced 1,317,641 5,362 0.02% 0.02% 18 -60,595 -4.4% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 1,285,045 5,230 0.0% 0.0% 19 +408,540 46.61% Q4 2025 Feb 13, 2026
Crestline Management, LP History Reduced 1,220,937 4,969 9.32% 11.13% 20 -600,000 -32.95% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,186,251 4,828 0.0% 0.0% 21 +155,609 15.1% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 1,182,958 4,814 0.0% 0.0% 22 -261,028 -18.08% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,134,324 4,616 0.0% 0.0% 23 -47,458 -4.02% Q4 2025 Feb 17, 2026
Omega Fund Management, LLC History No change 843,750 3,434 1.2% 1.35% 24 0 0.0% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 820,450 3,339 0.0% 0.0% 25 +135,729 19.82% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 815,455 3,318 0.0% 0.0% 26 -1,319,989 -61.81% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 766,487 3,121 0.0% 0.0% 27 +620,370 424.57% Q4 2025 Feb 17, 2026
GREAT POINT PARTNERS LLC History No change 700,000 2,849 0.92% 1.02% 28 0 0.0% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 686,684 2,794 0.0% 0.0% 29 +437,564 175.64% Q4 2025 Feb 12, 2026
ArrowMark Colorado Holdings LLC History No change 685,125 2,788 0.06% 0.05% 30 0 0.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 638,367 2,598 0.0% 0.0% 31 -178,633 -21.86% Q4 2025 Mar 09, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 623,242 2,536 0.0% 0.0% 32 -996,758 -61.53% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 562,312 2,288 0.0% 0.0% 33 +18,999 3.5% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 561,835 2,286 0.0% 0.0% 34 +109,078 24.09% Q4 2025 Feb 19, 2026
BARCLAYS PLC History Reduced 509,889 2,075 0.0% 0.0% 35 -15,967 -3.04% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 457,226 1,860 0.0% 0.0% 36 +51,565 12.71% Q4 2025 Feb 10, 2026
Swiss National Bank History Added to 335,800 1,366 0.0% 0.0% 37 +73,500 28.02% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 331,741 1,350 0.0% 0.0% 38 +109,419 49.22% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 325,212 1,323 0.0% 0.0% 39 +21,183 6.97% Q4 2025 Feb 12, 2026
BAKER BROS. ADVISORS LP History Reduced 310,483 1,263 0.01% 0.05% 40 -1,720,466 -84.71% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History New 309,399 1,259 0.01% 41 +309,399 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 304,941 1,241 0.0% 0.0% 42 -6,447,536 -95.48% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 112,300 1,221 0.0% 0.0% 43 0 0.0% Q4 2025 Jan 28, 2026
Rafferty Asset Management, LLC History Added to 274,162 1,115 0.0% 0.0% 44 +6,177 2.3% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 240,414 978 0.0% 0.0% 45 +99,767 70.93% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 236,692 963 0.0% 0.0% 46 -3,183 -1.33% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History New 221,671 902 0.0% 47 +221,671 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 191,081 777 0.0% 0.0% 48 +84,715 79.64% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 189,412 770 0.0% 0.0% 49 -6,294 -3.22% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 186,945 760 0.0% 0.0% 50 -9,800 -4.98% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 167,503 681 0.01% 0.01% 51 0 0.0% Q4 2025 Feb 17, 2026
Clarius Group, LLC History Reduced 166,065 675 0.04% 0.04% 52 -46,435 -21.85% Q4 2025 Jan 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 164,791 670 0.0% 0.0% 53 +36,115 28.07% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 163,536 665 0.0% 0.0% 54 +138,533 554.07% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 154,764 629 0.0% 0.0% 55 +70,047 82.68% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 151,018 614 0.0% 0.0% 56 +21,761 16.84% Q4 2025 Feb 09, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 133,078 541 0.0% 0.0% 57 -645,048 -82.9% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 130,291 530 0.0% 0.0% 58 -34,829 -21.09% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 128,856 524 0.0% 0.0% 59 -69,323 -34.98% Q4 2025 Feb 17, 2026
Palumbo Wealth Management LLC History Added to 120,983 492 0.12% 0.13% 60 +9,695 8.71% Q4 2025 Jan 21, 2026
Virtu Financial LLC History Added to 119,312 486 0.02% 0.01% 61 +78,088 189.42% Q4 2025 Feb 23, 2026
XTX Topco Ltd History Added to 117,376 477 0.01% 0.02% 62 +10,581 9.91% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Added to 102,046 415 0.01% 0.01% 63 +44,326 76.79% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 98,287 400 0.0% 0.0% 64 -1,971 -1.97% Q4 2025 Jan 09, 2026
GILDER GAGNON HOWE & CO LLC History Added to 94,072 382 0.0% 0.0% 65 +2,533 2.77% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Added to 93,126 379 0.0% 0.0% 66 +14,120 17.87% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 91,975 374 0.0% 68 +91,975 New Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 94,064 374 0.0% 0.0% 67 +15,836 20.24% Q4 2025 Mar 20, 2026
MARSHALL WACE, LLP History New 88,788 361 0.0% 69 +88,788 New Q4 2025 Feb 13, 2026
CWM, LLC History Reduced 85,106 346 0.0% 0.0% 70 -9 -0.01% Q4 2025 Jan 26, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 82,393 335 0.0% 0.0% 71 +32,963 66.69% Q4 2025 Jan 27, 2026
SCS Capital Management LLC History Reduced 81,250 330 0.0% 0.0% 72 -70 -0.09% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History New 80,600 328 0.0% 73 +80,600 New Q4 2025 Feb 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 77,350 314 0.0% 74 +77,350 New Q4 2025 Feb 04, 2026
Brevan Howard Capital Management LP History New 70,607 287 0.0% 75 +70,607 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 69,401 282 0.0% 0.0% 76 -23,680 -25.44% Q4 2025 Feb 11, 2026
VARCOV Co. History New 64,907 264 0.1% 77 +64,907 New Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 64,399 262 0.0% 0.0% 78 -33,231 -34.04% Q4 2025 Feb 18, 2026
D. E. Shaw & Co., Inc. History New 60,900 247 0.0% 79 +60,900 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 60,899 247 0.0% 0.0% 80 +6,722 12.41% Q4 2025 Feb 17, 2026
ALGERT GLOBAL LLC History New 60,010 244 0.0% 81 +60,010 New Q4 2025 Feb 17, 2026
Quinn Opportunity Partners LLC History Reduced 60,100 244 0.01% 0.03% 82 -60,000 -49.96% Q4 2025 Feb 13, 2026
Arax Advisory Partners History Reduced 59,028 240 0.01% 0.01% 83 -106,103 -64.25% Q4 2025 Feb 13, 2026
BIT Capital GmbH History New 58,000 236 0.01% 85 +58,000 New Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History No change 58,189 236 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 53,071 231 0.0% 0.0% 86 +199 0.38% Q4 2025 Jan 08, 2026
Schonfeld Strategic Advisors LLC History New 55,842 227 0.0% 87 +55,842 New Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History Added to 55,403 225 0.05% 0.02% 88 +37,177 203.98% Q4 2025 Feb 10, 2026
Modus Advisors, LLC History New 55,000 223 0.06% 89 +55,000 New Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 53,295 216 0.0% 0.0% 90 -19,356 -26.64% Q4 2025 Feb 10, 2026
Virtus Investment Advisers, LLC History Added to 51,756 210 0.06% 0.05% 91 +6,958 15.53% Q4 2025 Feb 17, 2026
Arizona State Retirement System History Added to 47,342 192 0.0% 0.0% 92 +7,359 18.41% Q4 2025 Jan 28, 2026
Police & Firemen's Retirement System of New Jersey History Added to 44,245 180 0.0% 0.0% 93 +7,516 20.46% Q4 2025 Feb 13, 2026
China Universal Asset Management Co., Ltd. History Reduced 43,404 176 0.01% 0.01% 94 -1,943 -4.28% Q4 2025 Jan 29, 2026
Cerity Partners LLC History Added to 42,417 172 0.0% 0.0% 95 +279 0.66% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 42,156 171 0.0% 0.0% 97 +11,449 37.28% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 42,126 171 0.0% 0.0% 96 +10,096 31.52% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History No change 39,627 161 0.01% 0.01% 98 0 0.0% Q4 2025 Jan 14, 2026
RAYMOND JAMES FINANCIAL INC History New 39,273 159 0.0% 99 +39,273 New Q4 2025 Feb 18, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 38,609 157 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History New 38,569 156 0.0% 101 +38,569 New Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History Added to 37,444 152 0.0% 0.0% 102 +8,655 30.06% Q4 2025 Feb 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 37,142 151 0.0% 0.0% 103 -67,300 -64.44% Q4 2025 Jan 29, 2026
KLP KAPITALFORVALTNING AS History Added to 36,200 147 0.0% 0.0% 104 +8,000 28.37% Q4 2025 Jan 28, 2026
GSA CAPITAL PARTNERS LLP History New 32,222 131 0.01% 105 +32,222 New Q4 2025 Feb 06, 2026
Atom Investors LP History New 30,402 123 0.01% 106 +30,402 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 30,047 122 0.0% 0.0% 107 +11,245 59.81% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History New 28,304 115 0.0% 108 +28,304 New Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,678 108 0.0% 0.0% 109 0 0.0% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History New 26,224 106 0.0% 111 +26,224 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 26,285 106 0.0% 0.0% 110 +2,044 8.43% Q4 2025 Jan 26, 2026
LPL Financial LLC History New 25,675 104 0.0% 112 +25,675 New Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 24,772 100 0.0% 0.0% 113 -7,556 -23.37% Q4 2025 Jan 28, 2026
Viewpoint Capital Management LLC History No change 23,545 95 0.04% 0.04% 114 0 0.0% Q4 2025 Feb 11, 2026
Hilton Capital Management, LLC History Reduced 22,075 89 0.01% 0.02% 115 -45,040 -67.11% Q4 2025 Feb 12, 2026
HOEY INVESTMENTS, INC History No change 22,000 89 0.01% 0.01% 116 0 0.0% Q4 2025 Jan 28, 2026
LaSalle St. Investment Advisors, LLC History Added to 20,500 83 0.01% 0.01% 117 +3,500 20.59% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 20,179 82 0.0% 0.0% 118 -14 -0.07% Q4 2025 Feb 13, 2026
T3 Companies, LLC History New 20,000 81 0.1% 119 +20,000 New Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History No change 19,314 78 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 19,098 77 0.0% 0.0% 121 +2,463 14.81% Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Added to 18,285 74 0.01% 0.01% 122 +4,480 32.45% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History New 18,081 73 0.0% 123 +18,081 New Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History No change 17,668 71 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 17,315 70 0.0% 0.0% 125 -50,021 -74.29% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 17,431 70 0.0% 0.0% 126 +5,225 42.81% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History New 16,711 68 0.0% 127 +16,711 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History New 16,684 67 0.03% 128 +16,684 New Q4 2025 Feb 17, 2026
SYON CAPITAL LLC History No change 16,663 67 0.0% 0.0% 129 0 0.0% Q4 2025 Feb 11, 2026
Activest Wealth Management History New 16,300 66 0.01% 131 +16,300 New Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 16,444 66 0.0% 0.0% 130 +1,227 8.06% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History New 16,032 65 0.0% 132 +16,032 New Q4 2025 Feb 12, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 15,750 64 0.01% 0.0% 133 +4,750 43.18% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History New 15,300 62 0.0% 134 +15,300 New Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History New 13,407 54 0.0% 136 +13,407 New Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Added to 13,411 54 0.0% 0.0% 135 +459 3.54% Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 13,068 53 0.0% 0.0% 137 +2,662 25.58% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 12,944 52 0.0% 0.0% 138 +2,943 29.43% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,043 49 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 06, 2026
Mariner, LLC History Reduced 11,786 47 0.0% 0.0% 141 -1,046 -8.15% Q4 2025 Feb 13, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 11,620 47 0.01% 0.0% 140 0 0.0% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 10,975 44 0.0% 142 +10,975 New Q4 2025 Feb 12, 2026
CIBC WORLD MARKETS CORP History New 10,930 44 0.0% 143 +10,930 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History No change 11,051 44 0.0% 0.0% 144 0 0.0% Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 10,402 43 0.01% 146 +10,402 New Q4 2025 Jan 05, 2026
Neuberger Berman Group LLC History Reduced 10,746 43 0.0% 0.0% 145 -432 -3.86% Q4 2025 Feb 13, 2026
LYELL WEALTH MANAGEMENT, LP History No change 10,500 42 0.0% 0.0% 147 0 0.0% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 10,101 41 0.0% 0.0% 149 -810 -7.42% Q4 2025 Jan 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 10,222 41 0.0% 0.0% 148 +136 1.35% Q4 2025 Feb 18, 2026
Jacobi Capital Management LLC History New 10,000 40 0.0% 150 +10,000 New Q4 2025 Feb 13, 2026
LRI Investments, LLC History New 10,000 40 0.0% 152 +10,000 New Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History No change 10,000 40 0.0% 0.0% 151 0 0.0% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 9,588 39 0.0% 0.0% 153 +4,088 74.33% Q4 2025 Mar 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 9,178 37 0.0% 0.0% 154 +1,655 22.0% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 8,549 34 0.0% 0.0% 155 +342 4.17% Q4 2025 Feb 13, 2026
Redwood Park Advisors LLC History No change 7,140 29 0.02% 0.02% 156 0 0.0% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 6,947 28 0.0% 157 +6,947 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 5,996 24 0.0% 0.0% 158 -66,427 -91.72% Q4 2025 Feb 11, 2026
IFP Advisors, Inc History No change 5,799 23 0.0% 0.0% 159 0 0.0% Q4 2025 Feb 06, 2026
AMALGAMATED BANK History Added to 5,190 21 0.0% 0.0% 160 +627 13.74% Q4 2025 Feb 05, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 5,234 21 0.0% 0.0% 161 -332 -5.96% Q4 2025 Jan 27, 2026
Kestra Advisory Services, LLC History New 5,150 20 0.0% 163 +5,150 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History New 5,012 20 0.0% 162 +5,012 New Q4 2025 Feb 04, 2026
Washington Trust Advisors, Inc. History New 5,000 20 0.0% 164 +5,000 New Q4 2025 Feb 03, 2026
EFG International AG History New 5,000 20 0.0% 165 +5,000 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 4,716 19 0.0% 0.0% 166 -1,790 -27.51% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Reduced 4,651 18 0.0% 0.0% 167 -2,246 -32.56% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History No change 3,507 14 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History No change 3,402 13 0.0% 0.0% 169 0 0.0% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 2,491 10 0.0% 0.0% 171 +491 24.55% Q4 2025 Jan 23, 2026
True Wealth Design, LLC History No change 2,490 10 0.0% 0.0% 170 0 0.0% Q4 2025 Jan 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 2,250 9 0.0% 173 +2,250 New Q4 2025 Feb 03, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,281 9 0.0% 0.0% 172 +695 43.82% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History New 2,100 8 0.0% 174 +2,100 New Q4 2025 Jan 29, 2026
Hurley Capital, LLC History No change 2,000 8 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,494 7 0.0% 0.0% 176 -21,716 -93.56% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 1,584 6 0.0% 0.0% 177 -6,575 -80.59% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 1,638 6 0.0% 0.0% 179 -3,210 -66.21% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,480 6 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History No change 1,520 6 0.0% 0.0% 180 0 0.0% Q4 2025 Jan 30, 2026
Quantbot Technologies LP History New 1,287 5 0.0% 181 +1,287 New Q4 2025 Feb 10, 2026
Allworth Financial LP History New 1,167 4 0.0% 182 +1,167 New Q4 2025 Feb 05, 2026
Triumph Capital Management History New 1,000 4 0.0% 183 +1,000 New Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History New 1,000 4 0.0% 184 +1,000 New Q4 2025 Feb 06, 2026
Federation des caisses Desjardins du Quebec History New 1,000 4 0.0% 185 +1,000 New Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History No change 767 3 0.0% 0.0% 186 0 0.0% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History No change 975 3 0.0% 0.0% 187 0 0.0% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Reduced 509 2 0.0% 0.0% 190 -1,330 -72.32% Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 500 2 0.0% 189 +500 New Q4 2025 Feb 12, 2026
US BANCORP \DE\ History No change 585 2 0.0% 0.0% 188 0 0.0% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History No change 532 2 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 13, 2026
Rachor Investment Advisory Services, LLC History New 369 1 0.0% 194 +369 New Q4 2025 Jan 30, 2026
GAMMA Investing LLC History New 255 1 0.0% 195 +255 New Q4 2025 Jan 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 324 1 0.0% 0.0% 192 +14 4.52% Q4 2025 Feb 10, 2026
MAI Capital Management History No change 474 1 0.0% 0.0% 193 0 0.0% Q4 2025 Feb 13, 2026
Clearline Capital LP History Closed out 0 0 0.09% -524,547 -100.0% Q3 2025 Nov 14, 2025
LMR Partners LLP History Closed out 0 0 0.0% -242,553 -100.0% Q3 2025 Nov 14, 2025
Ovata Capital Management Ltd History Closed out 0 0 0.07% -100,000 -100.0% Q3 2025 Nov 21, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -77,080 -100.0% Q3 2025 Nov 14, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -61,232 -100.0% Q3 2025 Nov 13, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.0% -44,570 -100.0% Q3 2025 Nov 14, 2025
Employees Retirement System of Texas History Closed out 0 0 0.0% -34,669 -100.0% Q3 2025 Nov 13, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.02% -33,294 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 0.0% -32,227 -100.0% Q3 2025 Nov 14, 2025
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.0% -26,416 -100.0% Q3 2025 Nov 10, 2025
Larson Financial Group LLC History Closed out 0 0 0.0% -20,000 -100.0% Q3 2025 Nov 14, 2025
Vident Advisory, LLC History Closed out 0 0 0.0% -19,645 -100.0% Q3 2025 Nov 14, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -16,860 -100.0% Q3 2025 Nov 13, 2025
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -14,000 -100.0% Q3 2025 Nov 06, 2025
WJ Financial Advisors LLC History Closed out 0 0 0.04% -12,000 -100.0% Q3 2025 Nov 06, 2025
SMITH, MOORE & CO. History Closed out 0 0 0.0% -11,250 -100.0% Q3 2025 Nov 12, 2025
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -11,220 -100.0% Q3 2025 Oct 22, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,030 -100.0% Q3 2025 Nov 14, 2025
Groupe la Francaise History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 13, 2025
Torren Management, LLC History New 191 0 +191 New Q4 2025 Jan 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 100 0 +100 New Q4 2025 Feb 06, 2026
Financial Gravity Asset Management, Inc. History Closed out 0 0 -100 -100.0% Q3 2025 Nov 14, 2025
Covestor Ltd History Reduced 25 0 -1 -3.85% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History No change 4 0 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History No change 186 0 0 0.0% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History No change 22 0 0 0.0% Q4 2025 Feb 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 100 0 0 0.0% Q4 2025 Jan 22, 2026