SANDRIDGE ENERGY INC - SD

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
ICAHN CARL C History Added to 4,911,564 70,873 0.84% 0.6% 1 +41,331 0.85% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 3,163,446 45,648 0.0% 0.0% 2 +139,254 4.6% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 2,368,553 34,178 0.0% 0.0% 3 +105,639 4.67% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,513,812 21,844 0.03% 0.02% 4 -79,923 -5.01% Q4 2025 Feb 12, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Added to 1,400,977 20,216 5.09% 4.0% 5 +69,093 5.19% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,255,062 18,111 0.0% 0.0% 6 +10,621 0.85% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,216,725 17,557 0.01% 0.01% 7 +21,431 1.79% Q4 2025 Feb 13, 2026
ROYCE & ASSOCIATES LP History Reduced 1,216,170 17,549 0.18% 0.14% 8 -58,870 -4.62% Q4 2025 Feb 09, 2026
STATE STREET CORP History Reduced 1,038,596 14,986 0.0% 0.0% 9 -99,964 -8.78% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 894,658 12,909 0.01% 0.0% 10 +626,396 233.5% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 815,172 11,765 0.0% 0.0% 11 -6,784 -0.83% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 476,801 6,880 0.0% 0.0% 12 +86,833 22.27% Q4 2025 Feb 17, 2026
Azarias Capital Management, L.P. History Reduced 410,574 5,924 2.59% 2.15% 13 -71,130 -14.77% Q4 2025 Jan 23, 2026
DENALI ADVISORS LLC History Added to 405,993 5,858 0.65% 0.43% 14 +71,093 21.23% Q4 2025 Feb 03, 2026
Bank of New York Mellon Corp History Reduced 381,988 5,512 0.0% 0.0% 15 -47,148 -10.99% Q4 2025 Feb 10, 2026
Creative Planning History Added to 366,034 5,281 0.0% 0.0% 16 +93,459 34.29% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 351,583 5,073 0.0% 0.0% 17 +9,912 2.9% Q4 2025 Feb 18, 2026
THIRD AVENUE MANAGEMENT LLC History Added to 330,818 4,773 0.87% 0.73% 18 +120 0.04% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Added to 328,921 4,746 0.0% 0.0% 19 +85,443 35.09% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 327,730 4,729 0.0% 0.0% 20 -19,900 -5.72% Q4 2025 Feb 17, 2026
PEAK6 LLC History Added to 296,900 4,284 0.01% 0.0% 21 +151,200 103.77% Q4 2025 Mar 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 275,521 3,975 0.0% 0.0% 22 +22 0.01% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 245,693 3,545 0.01% 0.01% 23 -72,644 -22.82% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 221,845 3,201 0.0% 0.0% 24 +199,075 874.29% Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 214,814 3,099 0.06% 0.05% 25 0 0.0% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 211,118 3,046 0.0% 0.0% 26 +58,918 38.71% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 209,135 3,017 0.0% 0.0% 27 +3,370 1.64% Q4 2025 Mar 25, 2026
BANK OF AMERICA CORP /DE/ History Added to 185,485 2,676 0.0% 0.0% 28 +53,605 40.65% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History Added to 182,868 2,639 0.01% 0.0% 29 +102,268 126.88% Q4 2025 Feb 06, 2026
MORGAN STANLEY History Reduced 179,048 2,583 0.0% 0.0% 30 -8,447 -4.51% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 153,630 2,216 0.0% 0.0% 31 +10,298 7.18% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 148,696 2,145 0.0% 0.0% 32 +71,357 92.27% Q4 2025 Jan 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 138,286 1,995 0.0% 0.0% 33 +30,300 28.06% Q4 2025 Feb 12, 2026
Portolan Capital Management, LLC History New 134,000 1,933 0.1% 34 +134,000 New Q4 2025 Feb 17, 2026
Empowered Funds, LLC History Reduced 124,264 1,793 0.03% 0.01% 35 -3,200 -2.51% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 116,100 1,675 0.0% 0.0% 36 +38,500 49.61% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 114,618 1,653 0.0% 0.0% 37 +8,689 8.2% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 110,138 1,589 0.0% 0.0% 38 -120,470 -52.24% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 98,080 1,415 0.01% 0.0% 39 +900 0.93% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 98,001 1,414 0.0% 0.0% 40 +4,433 4.74% Q4 2025 Feb 11, 2026
Invesco Ltd. History Added to 93,128 1,343 0.0% 0.0% 41 +11,777 14.48% Q4 2025 Feb 19, 2026
D. E. Shaw & Co., Inc. History Reduced 92,189 1,330 0.0% 0.0% 42 -76,168 -45.24% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 74,159 1,071 0.0% 0.0% 43 +13,265 21.78% Q4 2025 Feb 17, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 67,779 978 0.58% 0.7% 44 -33,167 -32.86% Q4 2025 Jan 14, 2026
WELLS FARGO & COMPANY/MN History Added to 63,000 909 0.0% 0.0% 45 +12,374 24.44% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 61,990 894 0.0% 0.0% 46 +10,170 19.63% Q4 2025 Feb 10, 2026
RHUMBLINE ADVISERS History Reduced 61,827 892 0.0% 0.0% 47 -8,703 -12.34% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Added to 58,562 845 0.04% 0.04% 48 +12,521 27.2% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 56,797 819 0.0% 0.0% 49 -36,103 -38.86% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 56,318 812 0.05% 0.03% 50 +17,516 45.14% Q4 2025 Feb 09, 2026
Trexquant Investment LP History New 54,273 783 0.01% 51 +54,273 New Q4 2025 Feb 17, 2026
Next Level Private LLC History No change 48,199 695 0.18% 0.17% 52 0 0.0% Q4 2025 Jan 07, 2026
FRANKLIN RESOURCES INC History Reduced 46,748 674 0.0% 0.0% 53 -1,044 -2.18% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 44,850 647 0.0% 0.0% 54 +12,654 39.3% Q4 2025 Feb 17, 2026
Koss-Olinger Consulting, LLC History Reduced 42,596 615 0.05% 0.04% 55 -4,829 -10.18% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 42,183 608 0.0% 0.0% 56 +7,021 19.97% Q4 2025 Feb 10, 2026
ALPS ADVISORS INC History Added to 40,274 581 0.0% 0.0% 57 +344 0.86% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 39,539 570 0.0% 0.0% 58 -90,591 -69.62% Q4 2025 Feb 17, 2026
Privium Fund Management B.V. History Reduced 38,792 559 0.1% 0.1% 59 -11,600 -23.02% Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 35,203 507 0.0% 0.0% 60 -3,312 -8.6% Q4 2025 Feb 17, 2026
INCEPTIONR LLC History New 32,494 468 0.13% 61 +32,494 New Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 31,190 450 0.0% 62 +31,190 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 31,176 449 0.0% 0.0% 63 +10,052 47.59% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Added to 28,678 413 0.01% 0.0% 64 +24,272 550.89% Q4 2025 Feb 10, 2026
Forum Financial Management, LP History No change 28,591 412 0.01% 0.0% 65 0 0.0% Q4 2025 Jan 27, 2026
Sterling Capital Management LLC History Added to 28,256 407 0.01% 0.0% 66 +25,747 1026.19% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 26,562 383 0.0% 0.0% 67 +5,942 28.82% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 26,003 375 0.0% 0.0% 68 +1,199 4.83% Q4 2025 Feb 17, 2026
Lakewood Asset Management LLC History Added to 24,724 356 0.21% 0.16% 69 +1,824 7.97% Q4 2025 Jan 26, 2026
nVerses Capital, LLC History New 23,885 344 0.77% 70 +23,885 New Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 23,662 341 0.0% 0.0% 71 +2,701 12.89% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 23,379 337 0.0% 0.0% 72 -1,710 -6.82% Q4 2025 Feb 12, 2026
SG Americas Securities, LLC History Added to 22,926 331 0.0% 0.0% 73 +9,274 67.93% Q4 2025 Jan 09, 2026
IMC-Chicago, LLC History New 22,700 327 0.0% 74 +22,700 New Q4 2025 Jan 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 22,409 323 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 12, 2026
Rafferty Asset Management, LLC History Reduced 22,211 320 0.0% 0.0% 76 -6,530 -22.72% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 21,646 312 0.0% 0.0% 77 +3,370 18.44% Q4 2025 Feb 18, 2026
Vanguard Personalized Indexing Management, LLC History Added to 18,660 269 0.0% 0.0% 78 +2,584 16.07% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 18,418 265 0.0% 0.0% 79 -3,408 -15.61% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History No change 18,259 263 0.0% 0.0% 80 0 0.0% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 17,794 256 0.0% 0.0% 81 +699 4.09% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 17,546 253 0.0% 82 +17,546 New Q4 2025 Feb 05, 2026
FMR LLC History Added to 17,488 252 0.0% 0.0% 83 +500 2.94% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 17,311 250 0.0% 0.0% 84 +3,657 26.78% Q4 2025 Jan 26, 2026
OXFORD ASSET MANAGEMENT LLP History New 16,625 239 0.1% 85 +16,625 New Q4 2025 Feb 17, 2026
GSA CAPITAL PARTNERS LLP History Added to 16,167 233 0.02% 0.01% 86 +3,054 23.29% Q4 2025 Feb 06, 2026
TWO SIGMA ADVISERS, LP History Reduced 15,600 225 0.0% 0.0% 87 -42,900 -73.33% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 15,474 223 0.0% 0.0% 88 +264 1.74% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Reduced 15,174 218 0.0% 0.0% 89 -1,326 -8.04% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Added to 15,000 216 0.0% 0.0% 90 +5,000 50.0% Q4 2025 Feb 18, 2026
LPL Financial LLC History New 14,633 211 0.0% 91 +14,633 New Q4 2025 Feb 11, 2026
Diametric Capital, LP History Added to 14,391 207 0.06% 0.05% 92 +1,310 10.01% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History No change 12,418 196 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 18, 2026
Dynamic Technology Lab Private Ltd History New 12,539 181 0.04% 94 +12,539 New Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 11,867 171 0.0% 0.0% 95 +1,242 11.69% Q4 2025 Jan 29, 2026
Walleye Capital LLC History Reduced 11,457 165 0.0% 0.0% 96 -4,653 -28.88% Q4 2025 Feb 13, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 11,092 160 0.11% 97 +11,092 New Q4 2025 Feb 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 10,854 156 0.0% 98 +10,854 New Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 10,872 156 0.0% 0.0% 99 -20 -0.18% Q4 2025 Feb 13, 2026
Ruggaard & Associates LLC History New 10,667 153 0.06% 100 +10,667 New Q4 2025 Feb 20, 2026
AXQ CAPITAL, LP History New 10,424 150 0.03% 101 +10,424 New Q4 2025 Feb 10, 2026
Independent Advisor Alliance History No change 10,143 146 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 04, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,057 145 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History No change 10,000 144 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History Reduced 9,285 133 0.0% 0.0% 105 -10,686 -53.51% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 8,186 118 0.0% 0.0% 106 +19 0.23% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Added to 6,604 94 0.0% 0.0% 107 +5,259 391.0% Q4 2025 Jan 23, 2026
Pinnacle Holdings, LLC History No change 4,640 66 0.02% 0.02% 108 0 0.0% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,950 56 0.0% 0.0% 109 +413 11.68% Q4 2025 Feb 06, 2026
Copeland Capital Management, LLC History No change 3,620 52 0.0% 0.0% 110 0 0.0% Q4 2025 Jan 29, 2026
Founders Capital Management History No change 3,500 50 0.03% 0.02% 111 0 0.0% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Added to 3,384 48 0.0% 0.0% 112 +55 1.65% Q4 2025 Jan 20, 2026
Legal & General Group Plc History No change 3,296 47 0.0% 0.0% 113 0 0.0% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 3,148 45 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 3,078 44 0.0% 0.0% 115 -8,007 -72.23% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 2,586 37 0.0% 0.0% 116 -39 -1.49% Q4 2025 Mar 16, 2026
JTC Employer Solutions Trustee Ltd History No change 2,500 36 0.0% 0.0% 117 0 0.0% Q4 2025 Feb 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,237 32 0.0% 0.0% 118 -27 -1.19% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 1,827 26 0.0% 0.0% 119 +371 25.48% Q4 2025 Jan 05, 2026
OSAIC HOLDINGS, INC. History Reduced 1,457 21 0.0% 0.0% 120 -14,907 -91.1% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,181 17 0.0% 121 +1,181 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,118 16 0.0% 0.0% 123 -1,416 -55.88% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Added to 1,143 16 0.0% 0.0% 122 +39 3.53% Q4 2025 Feb 05, 2026
Garton & Associates Financial Advisors LLC History New 1,000 14 0.01% 124 +1,000 New Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 930 13 0.0% 0.0% 126 +51 5.8% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 965 13 0.0% 0.0% 125 -28 -2.82% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 776 11 0.0% 0.0% 128 +360 86.54% Q4 2025 Feb 06, 2026
COMERICA BANK History No change 811 11 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 29, 2026
Pinnacle Wealth Planning Services, Inc. History New 724 10 0.0% 130 +724 New Q4 2025 Feb 13, 2026
Allworth Financial LP History New 716 10 0.0% 129 +716 New Q4 2025 Feb 05, 2026
N.E.W. Advisory Services LLC History New 676 9 0.0% 132 +676 New Q4 2025 Jan 28, 2026
EverSource Wealth Advisors, LLC History Added to 625 9 0.0% 0.0% 131 +207 49.52% Q4 2025 Feb 06, 2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC History No change 575 8 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 515 7 0.0% 134 +500 3333.33% Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 476 6 0.0% 135 +476 New Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 415 5 0.0% 0.0% 136 -160 -27.83% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 371 5 0.0% 0.0% 137 -27 -6.78% Q4 2025 Jan 07, 2026
Optiver Holding B.V. History Reduced 246 3 0.0% 0.0% 138 -100 -28.9% Q4 2025 Feb 17, 2026
Virtus Fixed Income Advisers, LLC History No change 260 3 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 160 2 0.0% 0.0% 142 -4,565 -96.61% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History No change 148 2 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 30, 2026
AdvisorNet Financial, Inc History No change 140 2 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 20, 2026
Versant Capital Management, Inc History No change 189 2 0.0% 0.0% 143 0 0.0% Q4 2025 Jan 08, 2026
ROTHSCHILD INVESTMENT LLC History Added to 131 1 0.0% 144 +95 263.89% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Reduced 95 1 0.0% 0.0% 145 -16 -14.41% Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 0.12% -450,000 -100.0% Q3 2025 Oct 23, 2025
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 0.13% -59,200 -100.0% Q3 2025 Nov 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -38,714 -100.0% Q3 2025 Nov 14, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -36,610 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 0.02% -28,931 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.0% -28,544 -100.0% Q3 2025 Nov 14, 2025
Jump Financial, LLC History Closed out 0 0 0.0% -27,789 -100.0% Q3 2025 Nov 13, 2025
THOMPSON SIEGEL & WALMSLEY LLC History Closed out 0 0 0.0% -26,436 -100.0% Q3 2025 Nov 12, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -24,532 -100.0% Q3 2025 Oct 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -18,890 -100.0% Q3 2025 Nov 14, 2025
CoreCommodity Management, LLC History Closed out 0 0 0.02% -11,448 -100.0% Q3 2025 Nov 14, 2025
Geneos Wealth Management Inc. History Closed out 0 0 0.0% -430 -100.0% Q3 2025 Oct 22, 2025
JONES FINANCIAL COMPANIES LLLP History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Nov 04, 2025
Clearstead Advisors, LLC History Reduced 13 0 0.0% -81 -86.17% Q4 2025 Feb 09, 2026
Trust Co History New 55 0 +55 New Q4 2025 Jan 15, 2026
Parkside Financial Bank & Trust History New 51 0 +51 New Q4 2025 Feb 13, 2026
Bare Financial Services, Inc History New 41 0 +41 New Q4 2025 Feb 06, 2026
FEDERATED HERMES, INC. History Reduced 64 0 0.0% -38 -37.25% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Closed out 0 0 -38 -100.0% Q3 2025 Oct 21, 2025
True Wealth Design, LLC History Added to 52 0 +31 147.62% Q4 2025 Jan 08, 2026
Caitong International Asset Management Co., Ltd History New 26 0 +26 New Q4 2025 Mar 03, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 -24 -100.0% Q3 2025 Nov 12, 2025
Abound Wealth Management History New 19 0 +19 New Q4 2025 Jan 12, 2026
SJS Investment Consulting Inc. History New 17 0 +17 New Q4 2025 Jan 21, 2026
American Capital Advisory, LLC History New 5 0 +5 New Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 3 0 +3 New Q4 2025 Feb 19, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 14, 2025
NISA INVESTMENT ADVISORS, LLC History No change 50 0 0 0.0% Q4 2025 Jan 15, 2026
MAI Capital Management History No change 60 0 0 0.0% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 6 0 0 0.0% Q4 2025 Feb 05, 2026
McIlrath & Eck, LLC History No change 55 0 0 0.0% Q4 2025 Feb 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2 0 0 0.0% Q4 2025 Jan 22, 2026
Rialto Wealth Management, LLC History No change 50 0 0 0.0% Q4 2025 Jan 12, 2026