Satellogic Inc. - SATL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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
Liberty 77 Capital L.P. History No change 10,000,000 57,200 3.26% 3.26% 1 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 7,601,003 43,477 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
BlackRock, Inc. History No change 7,343,030 42,002 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 6,511,301 37,244 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,928,908 33,913 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD, L. P. History No change 4,983,113 28,503 0.31% 0.31% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,282,956 24,498 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 4,252,222 24,322 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 4,165,963 23,829 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
TEMA ETFS LLC History Added to 4,193,228 23,188 0.86% 0.28% 10 +2,682,802 177.62% Q3 2026 Oct 16, 2026
TWO SIGMA INVESTMENTS, LP History No change 3,688,871 21,100 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 3,523,174 20,152 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,709,452 15,498 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,519,549 14,411 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 2,500,860 14,304 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
SOFTBANK GROUP CORP. History No change 2,427,549 13,885 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 2,386,787 13,652 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,180,058 12,472 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
Tidal Investments LLC History No change 2,030,328 11,613 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 1,509,288 8,633 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,485,605 8,497 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Palisades Investment Partners, LLC History Added to 1,516,149 8,384 2.44% 2.2% 22 +165,145 12.22% Q3 2026 Nov 03, 2026
Archon Capital Management LLC History No change 1,449,687 8,292 3.37% 3.37% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,321,278 7,557 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,167,500 6,678 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 846,043 4,839 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 833,209 4,765 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 827,021 4,730 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 02, 2026
MORGAN STANLEY History No change 805,797 4,609 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 759,681 4,345 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 740,500 4,235 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 600,792 3,436 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History No change 590,870 3,379 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 574,400 3,285 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 558,522 3,194 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 14, 2026
MYDA Advisors LLC History No change 540,000 3,088 0.46% 0.46% 36 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 511,000 2,922 0.0% 0.0% 37 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 421,497 2,411 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 410,090 2,345 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 340,557 1,947 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 06, 2026
PEAK6 LLC History No change 320,400 1,832 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 297,524 1,701 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 286,440 1,638 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 265,153 1,516 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 257,280 1,471 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 223,513 1,278 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
Resolute Advisors LLC History No change 197,105 1,127 0.27% 0.27% 47 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 192,506 1,101 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 188,485 1,078 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 187,554 1,072 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 167,171 956 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 167,285 956 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 166,100 950 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 163,024 932 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History Reduced 165,900 917 0.0% 0.0% 55 -13,101 -7.32% Q3 2026 Nov 04, 2026
Hennion & Walsh Asset Management, Inc. History Added to 146,401 809 0.02% 0.01% 56 +76,141 108.37% Q3 2026 Oct 13, 2026
Janney Montgomery Scott LLC History No change 132,485 758 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 05, 2026
Counterpoint Mutual Funds LLC History New 135,401 748 0.06% — 58 +135,401 New Q3 2026 Oct 16, 2026
Informed Momentum Co LLC History No change 124,694 713 0.06% 0.06% 59 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 119,996 686 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 116,195 642 0.01% 0.03% 61 -167,049 -58.98% Q3 2026 Oct 16, 2026
BANK OF AMERICA CORP /DE/ History No change 108,932 623 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 111,328 615 0.0% 0.0% 63 -46,793 -29.59% Q3 2026 Oct 28, 2026
RHUMBLINE ADVISERS History No change 107,214 613 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 100,895 577 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, LLC History New 96,814 535 0.03% — 66 +96,814 New Q3 2026 Nov 03, 2026
WELLS FARGO & COMPANY/MN History No change 92,543 529 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 92,643 529 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 92,651 529 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 94,120 512 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 91,829 507 0.0% 0.0% 71 +7,158 8.45% Q3 2026 Nov 02, 2026
SG Americas Securities, LLC History No change 84,506 483 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 78,304 448 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 74,023 423 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 19, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 73,302 419 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 73,000 417 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 72,414 414 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 70,622 403 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 63,574 364 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 06, 2026
Veracity Capital LLC History Added to 62,348 344 0.09% 0.09% 81 +2,772 4.65% Q3 2026 Oct 08, 2026
Cerity Partners LLC History No change 60,254 344 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 58,955 337 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 58,268 333 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 57,535 329 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 56,550 323 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 56,533 323 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 56,400 322 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 53,791 303 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 52,605 300 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 58,490 297 0.0% 0.0% 90 +3,554 6.47% Q3 2026 Oct 13, 2026
Daiwa Securities Group Inc. History New 52,068 287 0.0% — 92 +52,068 New Q3 2026 Oct 29, 2026
nVerses Capital, LLC History No change 50,272 287 0.44% 0.44% 91 0 0.0% Q2 2026 Aug 04, 2026
X-Square Capital, LLC History No change 50,000 286 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 48,295 276 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
ARS Investment Partners, LLC History No change 43,994 251 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 39,726 227 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 39,231 224 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 38,239 218 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
Hidden Cove Wealth Management, LLC History Added to 38,545 213 0.11% 0.1% 99 +6,843 21.59% Q3 2026 Oct 19, 2026
Freestone Grove Partners LP History No change 37,398 213 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 37,070 212 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 36,500 208 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 35,520 203 0.02% 0.02% 103 0 0.0% Q2 2026 Jul 31, 2026
EntryPoint Capital, LLC History No change 32,372 185 0.04% 0.04% 104 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 30,290 173 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 28,439 162 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 27,427 156 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History Added to 28,062 155 0.0% 0.0% 108 +5,216 22.83% Q3 2026 Nov 03, 2026
CITIGROUP INC History Reduced 27,880 154 0.0% 0.0% 109 -306,190 -91.65% Q3 2026 Nov 04, 2026
Police & Firemen's Retirement System of New Jersey History No change 26,834 153 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 23, 2026
MSA Advisors, LLC History No change 26,261 150 0.04% 0.04% 111 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 26,328 150 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,526 146 0.0% 0.0% 113 0 0.0% Q2 2026 Sep 09, 2026
THOMPSON DAVIS & CO., INC. History No change 23,500 134 0.08% 0.08% 114 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 21,603 123 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 27, 2026
Vanguard Investments Australia, Ltd. History No change 21,336 122 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History Reduced 20,786 114 0.0% 0.01% 117 -4,646 -18.27% Q3 2026 Nov 04, 2026
RAYMOND JAMES FINANCIAL INC History No change 19,610 112 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 20,423 112 0.0% 0.0% 119 0 0.0% Q3 2026 Nov 03, 2026
BARCLAYS PLC History No change 18,949 108 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 18,800 107 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,014 103 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 18,106 103 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 17,240 98 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 16,874 96 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 16,005 88 0.0% 0.0% 126 +3,035 23.4% Q3 2026 Oct 21, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 15,177 86 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 15,116 86 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
Leonteq Securities AG History Added to 15,394 85 0.0% 0.0% 129 +130 0.85% Q3 2026 Oct 29, 2026
Commonwealth Financial Services, LLC History Added to 15,326 84 0.02% 0.01% 130 +326 2.17% Q3 2026 Oct 20, 2026
Aster Capital Management (DIFC) Ltd History No change 14,546 83 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 14, 2026
Harbour Capital Advisors, LLC History New 14,400 79 0.01% — 132 +14,400 New Q3 2026 Oct 13, 2026
Cetera Investment Advisers History No change 13,747 78 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 13,896 76 0.0% — 134 +13,896 New Q3 2026 Nov 02, 2026
ProShare Advisors LLC History Added to 13,736 75 0.0% 0.0% 135 +1,250 10.01% Q3 2026 Oct 28, 2026
BRIGHTON JONES LLC History Reduced 13,104 72 0.0% 0.0% 137 -4,630 -26.11% Q3 2026 Nov 03, 2026
Abel Hall, LLC History Added to 13,132 72 0.01% 0.01% 138 +320 2.5% Q3 2026 Oct 19, 2026
MML INVESTORS SERVICES, LLC History No change 12,649 72 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 12,306 70 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 12,382 70 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History New 12,631 69 0.0% — 142 +12,631 New Q3 2026 Nov 02, 2026
Focus Partners Advisor Solutions, LLC History No change 12,213 69 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 06, 2026
Phoenix Financial Ltd. History No change 11,650 66 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 11, 2026
Zullo Investment Group, Inc. History No change 12,090 66 0.02% 0.02% 144 0 0.0% Q3 2026 Oct 20, 2026
JUPITER ASSET MANAGEMENT LTD History No change 11,490 65 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History New 11,564 63 0.0% — 146 +11,564 New Q3 2026 Oct 23, 2026
StoneX Group Inc. History New 13,603 60 0.0% — 147 +13,603 New Q3 2026 Nov 03, 2026
Kestra Advisory Services, LLC History New 10,364 57 0.0% — 149 +10,364 New Q3 2026 Nov 02, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 10,113 57 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History New 10,114 55 0.0% — 150 +10,114 New Q3 2026 Nov 03, 2026
Trueblood Wealth Management, LLC History New 10,000 55 0.02% — 151 +10,000 New Q3 2026 Oct 23, 2026
Elequin Capital, LP History No change 7,841 44 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 7,038 40 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 6,214 35 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 4,408 24 0.0% 0.0% 156 +404 10.09% Q3 2026 Oct 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,992 24 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,723 21 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 3,800 21 0.0% 0.0% 158 0 0.0% Q3 2026 Nov 04, 2026
Sterling Capital Management LLC History Added to 3,609 19 0.0% 0.0% 159 +3,274 977.31% Q3 2026 Oct 22, 2026
Caitong International Asset Management Co., Ltd History Reduced 2,951 16 0.0% 0.08% 160 -93,586 -96.94% Q3 2026 Oct 29, 2026
SJS Investment Consulting Inc. History Added to 2,818 15 0.0% — 161 +2,646 1538.37% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History Reduced 2,290 12 0.0% 0.0% 162 -591 -20.51% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 1,494 8 0.0% 0.0% 163 +1,021 215.86% Q3 2026 Oct 16, 2026
GAMMA Investing LLC History Reduced 1,538 8 0.0% 0.0% 165 -181 -10.53% Q3 2026 Oct 08, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,500 8 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 1,310 7 0.0% 0.0% 167 +882 206.07% Q3 2026 Oct 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,330 7 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History Reduced 936 5 0.0% 0.0% 168 -962 -50.68% Q3 2026 Oct 14, 2026
BFC Planning, Inc. History No change 1,025 5 0.0% 0.0% 169 0 0.0% Q2 2026 Oct 29, 2026
Provenance Wealth Advisors, LLC History New 737 4 0.0% — 172 +737 New Q3 2026 Oct 30, 2026
MassMutual Private Wealth & Trust, FSB History Added to 762 4 0.0% 0.0% 170 +230 43.23% Q3 2026 Oct 05, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 853 4 0.0% 0.0% 171 0 0.0% Q3 2026 Oct 30, 2026
Fortitude Family Office, LLC History Reduced 514 2 0.0% 0.0% 177 -129 -20.06% Q3 2026 Oct 14, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 500 2 0.0% 0.0% 173 0 0.0% Q2 2026 Oct 30, 2026
OSAIC HOLDINGS, INC. History No change 435 2 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 440 2 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 388 2 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Quarry LP History No change 362 2 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 400 2 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History Reduced 290 1 0.0% 0.0% 186 -235 -44.76% Q3 2026 Oct 13, 2026
EASTERN BANK History New 228 1 0.0% — 189 +228 New Q3 2026 Oct 05, 2026
HAZLETT, BURT & WATSON, INC. History New 200 1 0.0% — 188 +200 New Q3 2026 Nov 04, 2026
Parallel Advisors, LLC History Added to 338 1 0.0% 0.0% 184 +84 33.07% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History No change 272 1 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 283 1 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 328 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 308 1 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 235 1 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 06, 2026
Kilter Group LLC History No change 334 1 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 11, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.0% — -69,188 -100.0% Q3 2026 Nov 02, 2026
NWF Advisory Services Inc. History Closed out 0 0 — 0.01% — -17,513 -100.0% Q3 2026 Oct 19, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -11,311 -100.0% Q3 2026 Oct 28, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2026 Oct 08, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -250 -100.0% Q3 2026 Oct 30, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -211 -100.0% Q3 2026 Oct 07, 2026
Hughes Financial Services, LLC History Added to 107 0 — — — +105 5250.0% Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 — — — -87 -100.0% Q3 2026 Oct 20, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -72 -100.0% Q3 2026 Oct 15, 2026
Ascentis Wealth Management, LLC History New 71 0 — — — +71 New Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 67 0 — — — +67 New Q3 2026 Oct 21, 2026
NISA INVESTMENT ADVISORS, LLC History Closed out 0 0 — — — -43 -100.0% Q3 2026 Oct 20, 2026
MCF Advisors LLC History Closed out 0 0 — — — -25 -100.0% Q3 2026 Oct 28, 2026
Kingdom Financial Group LLC. History New 2 0 — — — +2 New Q3 2026 Nov 04, 2026
FIFTH THIRD BANCORP History No change 10 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 47 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History No change 160 0 — — — 0 0.0% Q3 2026 Oct 07, 2026
JPL Wealth Management, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026