Stitch Fix, Inc. - SFIX

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
DISCIPLINED GROWTH INVESTORS INC /MN History Added to 19,477,691 102,257 1.96% 1.38% 1 +1,966,891 11.23% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 11,176,933 58,678 0.0% 0.0% 2 +228,436 2.09% Q4 2025 Feb 12, 2026
Working Capital Advisors (UK) Ltd. History No change 11,046,077 57,991 77.34% 57.44% 3 0 0.0% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 7,959,531 41,787 0.0% 0.0% 4 +276,806 3.6% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 5,702,058 29,935 0.05% 0.03% 5 -120,900 -2.08% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 3,664,995 19,241 0.0% 0.0% 6 +1,549,902 73.28% Q4 2025 Mar 25, 2026
STATE STREET CORP History Added to 3,239,044 17,004 0.0% 0.0% 7 +508,588 18.63% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 3,208,729 16,845 0.01% 0.01% 8 +311,558 10.75% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,791,632 14,659 0.0% 0.0% 9 +266,356 10.55% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 2,426,657 12,739 0.0% 0.0% 10 +610,143 33.59% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,275,287 11,946 0.0% 0.0% 11 +128,269 5.97% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 2,211,840 11,612 0.04% 12 +2,211,840 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,998,916 10,494 0.0% 0.0% 13 +297,485 17.48% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 1,651,031 8,667 0.0% 0.0% 14 +194,060 13.32% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 1,615,426 8,480 0.0% 0.0% 15 +236,775 17.17% Q4 2025 Feb 17, 2026
Archon Capital Management LLC History New 1,467,100 7,702 4.38% 16 +1,467,100 New Q4 2025 Feb 13, 2026
Fund 1 Investments, LLC History Reduced 1,441,892 7,569 0.93% 3.1% 17 -4,967,621 -77.5% Q4 2025 Feb 17, 2026
Hodges Capital Management Inc. History Reduced 1,433,650 7,526 0.65% 0.65% 18 -303,906 -17.49% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,349,524 7,085 0.0% 0.0% 19 +232,785 20.85% Q4 2025 Feb 17, 2026
Intrinsic Edge Capital Management LLC History New 1,283,677 6,739 1.2% 20 +1,283,677 New Q4 2025 Feb 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 1,230,124 6,458 0.43% 0.23% 21 +404,322 48.96% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 898,409 4,716 0.01% 0.0% 22 +379,439 73.11% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 850,888 4,467 0.01% 0.01% 23 -95,650 -10.11% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 842,308 4,422 0.0% 0.0% 24 +556,891 195.11% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 839,111 4,405 0.0% 0.0% 25 -45,188 -5.11% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 833,634 4,376 0.0% 0.0% 26 +182,621 28.05% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Reduced 795,337 4,175 0.0% 0.01% 27 -1,777,035 -69.08% Q4 2025 Feb 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 726,983 3,816 0.02% 0.02% 28 0 0.0% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 689,579 3,620 0.01% 0.0% 29 +159,859 30.18% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 681,555 3,578 0.0% 0.0% 30 -859,312 -55.77% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 653,719 3,432 0.0% 0.0% 31 -259,840 -28.44% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 613,777 3,222 0.0% 0.0% 32 -35,377 -5.45% Q4 2025 Feb 12, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 552,656 2,901 0.01% 0.01% 33 +36,161 7.0% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 552,513 2,900 0.0% 0.0% 34 +219,224 65.78% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 464,721 2,439 0.01% 0.0% 35 +361,920 352.06% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 460,236 2,416 0.0% 0.0% 36 +24,124 5.53% Q4 2025 Feb 19, 2026
Divisar Capital Management LLC History Reduced 457,585 2,402 0.67% 0.92% 37 -323,996 -41.45% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 382,461 2,007 0.0% 0.0% 38 +92,694 31.99% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 355,979 1,868 0.0% 0.0% 39 -776,348 -68.56% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 318,107 1,670 0.0% 0.0% 40 +39,073 14.0% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 297,276 1,560 0.0% 0.0% 41 +150,653 102.75% Q4 2025 Feb 17, 2026
Nuveen, LLC History No change 261,230 1,371 0.0% 0.0% 42 0 0.0% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 258,262 1,355 0.0% 0.0% 43 -10,445 -3.89% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 213,770 1,119 0.0% 0.0% 44 -84,744 -28.39% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Reduced 203,140 1,066 0.0% 0.0% 45 -185,342 -47.71% Q4 2025 Feb 13, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History No change 183,181 962 0.04% 0.02% 46 0 0.0% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 178,427 936 0.0% 0.0% 47 -117 -0.07% Q4 2025 Feb 17, 2026
Shellback Capital, LP History New 162,500 853 0.08% 48 +162,500 New Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 156,330 820 0.0% 0.0% 49 +5,113 3.38% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 147,354 774 0.0% 0.0% 50 +67,828 85.29% Q4 2025 Jan 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 147,034 772 0.0% 0.0% 51 +6,841 4.88% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 144,400 758 0.0% 0.0% 52 +54,400 60.44% Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 140,998 740 0.0% 0.0% 53 -18,247 -11.46% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 139,936 734 0.0% 0.0% 54 +26,480 23.34% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 138,817 728 0.0% 0.0% 55 +2,920 2.15% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 137,393 721 0.0% 0.0% 56 +122,937 850.42% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 129,459 679 0.0% 0.0% 57 +43,945 51.39% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Added to 128,369 673 0.03% 0.03% 58 +50,149 64.11% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 123,048 646 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 17, 2026
Versor Investments LP History Added to 114,600 601 0.09% 0.08% 60 +10,300 9.88% Q4 2025 Feb 04, 2026
XTX Topco Ltd History New 112,960 593 0.02% 61 +112,960 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 110,683 581 0.0% 62 +110,683 New Q4 2025 Feb 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 102,300 537 0.0% 0.0% 63 +72,200 239.87% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 98,835 518 0.01% 64 +98,835 New Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 84,410 443 0.0% 0.0% 65 +8,406 11.06% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History Reduced 83,484 438 0.01% 0.01% 66 -36,332 -30.32% Q4 2025 Feb 17, 2026
Susquehanna Portfolio Strategies, LLC History No change 81,430 427 0.01% 0.01% 67 0 0.0% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 77,634 407 0.0% 0.0% 68 +13,131 20.36% Q4 2025 Feb 11, 2026
Crawford Fund Management, LLC History Added to 75,000 393 0.05% 0.05% 69 +3,000 4.17% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 70,839 371 0.0% 0.0% 70 +49,462 231.38% Q4 2025 Feb 17, 2026
Argos Wealth Advisors, LLC History New 68,965 362 0.1% 71 +68,965 New Q4 2025 Feb 04, 2026
PharVision Advisers, LLC History New 66,326 348 0.18% 72 +66,326 New Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 65,182 342 0.0% 0.0% 73 +23,268 55.51% Q4 2025 Feb 11, 2026
Counterpoint Mutual Funds LLC History Reduced 62,048 325 0.02% 0.04% 74 -46,752 -42.97% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 57,122 300 0.0% 0.0% 75 -1,927 -3.26% Q4 2025 Jan 26, 2026
Rafferty Asset Management, LLC History Reduced 53,931 283 0.0% 0.0% 76 -3,816 -6.61% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 51,900 272 0.01% 0.0% 77 +23,950 85.69% Q4 2025 Feb 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 51,643 271 0.0% 0.0% 78 +2,075 4.19% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Added to 51,805 271 0.01% 0.01% 79 +121 0.23% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 51,555 270 0.0% 0.0% 80 -11,731 -18.54% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 51,082 268 0.0% 0.0% 81 -3,415 -6.27% Q4 2025 Feb 18, 2026
NORGES BANK History New 51,001 267 0.0% 82 +51,001 New Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History No change 50,497 265 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Reduced 47,550 253 0.0% 0.0% 84 -6,008 -11.22% Q4 2025 Mar 20, 2026
Mariner, LLC History Added to 47,672 250 0.0% 0.0% 85 +25,921 119.17% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 46,927 246 0.0% 0.0% 86 -51,594 -52.37% Q4 2025 Feb 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 45,171 237 0.0% 0.0% 87 -5,811 -11.4% Q4 2025 Feb 10, 2026
AXQ CAPITAL, LP History Added to 43,917 230 0.05% 0.05% 88 +14,901 51.35% Q4 2025 Feb 10, 2026
Engineers Gate Manager LP History Reduced 43,803 229 0.0% 0.0% 89 -52,293 -54.42% Q4 2025 Feb 17, 2026
BAILARD, INC. History New 42,915 225 0.0% 90 +42,915 New Q4 2025 Feb 04, 2026
Cornerstone Investment Partners, LLC History New 42,388 222 0.01% 91 +42,388 New Q4 2025 Jan 29, 2026
Diversified Trust Co History Added to 40,179 210 0.0% 0.0% 92 +9,224 29.8% Q4 2025 Jan 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 39,154 202 0.0% 0.0% 93 +11,082 39.48% Q4 2025 Jan 08, 2026
STRS OHIO History Reduced 35,200 184 0.0% 0.0% 94 -67,700 -65.79% Q4 2025 Feb 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 33,861 177 0.0% 95 +33,861 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 33,745 177 0.0% 0.0% 96 +999 3.05% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 30,718 161 0.0% 0.0% 97 +195 0.64% Q4 2025 Feb 18, 2026
Creative Planning History Added to 30,586 160 0.0% 0.0% 98 +701 2.35% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 28,943 151 0.0% 0.0% 99 +11,670 67.56% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 28,691 150 0.0% 0.0% 100 +17,840 164.41% Q4 2025 Feb 17, 2026
INCEPTIONR LLC History Added to 27,096 142 0.04% 0.02% 101 +10,535 63.61% Q4 2025 Feb 11, 2026
Lotus Technology Management, LP History New 26,765 140 0.08% 102 +26,765 New Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History New 26,198 137 0.0% 103 +26,198 New Q4 2025 Feb 17, 2026
CANNELL CAPITAL LLC History New 25,813 135 0.07% 104 +25,813 New Q4 2025 Feb 17, 2026
Shay Capital LLC History Reduced 25,000 131 0.01% 0.19% 105 -480,000 -95.05% Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History No change 24,389 128 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 12, 2026
Man Group plc History New 21,883 114 0.0% 108 +21,883 New Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 21,807 114 0.0% 0.0% 107 -893 -3.93% Q4 2025 Feb 13, 2026
Quinn Opportunity Partners LLC History No change 20,600 108 0.0% 0.01% 109 0 0.0% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Added to 20,375 106 0.0% 0.0% 110 +1,950 10.58% Q4 2025 Feb 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 19,921 104 0.0% 0.0% 111 0 0.0% Q4 2025 Feb 12, 2026
CAXTON ASSOCIATES LLP History New 18,980 99 0.0% 113 +18,980 New Q4 2025 Feb 13, 2026
ArchPoint Investors History No change 19,000 99 0.02% 0.02% 112 0 0.0% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History No change 18,385 96 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,954 94 0.0% 0.0% 115 0 0.0% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 17,425 91 0.0% 0.0% 116 -4,925 -22.04% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 16,001 84 0.01% 0.01% 117 +3,866 31.86% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History Reduced 15,900 83 0.0% 0.0% 118 -84,665 -84.19% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History New 14,546 76 0.0% 119 +14,546 New Q4 2025 Jan 26, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 14,064 73 0.0% 0.01% 120 -109,092 -88.58% Q4 2025 Feb 17, 2026
Pallas Capital Advisors LLC History Added to 14,085 73 0.0% 0.0% 121 +3,428 32.17% Q4 2025 Jan 14, 2026
ZACKS INVESTMENT MANAGEMENT History New 13,644 71 0.0% 122 +13,644 New Q4 2025 Feb 17, 2026
Headlands Technologies LLC History Reduced 13,164 69 0.01% 0.01% 123 -4,495 -25.45% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 12,683 66 0.0% 0.0% 124 +376 3.06% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History New 12,520 65 0.0% 125 +12,520 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 12,300 64 0.0% 0.0% 126 -471,051 -97.46% Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 11,813 62 0.01% 128 +11,813 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History Reduced 11,997 62 0.03% 0.42% 127 -8,289 -40.86% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 10,998 57 0.0% 129 +10,998 New Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 9,719 51 0.0% 0.0% 131 +3,329 52.1% Q4 2025 Jan 23, 2026
Legal & General Group Plc History No change 9,749 51 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 9,002 47 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 8,137 42 0.0% 0.0% 133 -2,377 -22.61% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History No change 7,357 38 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Reduced 7,006 36 0.0% 0.0% 136 -953 -11.97% Q4 2025 Feb 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 6,886 36 0.0% 0.0% 135 -571 -7.66% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 6,038 31 0.0% 0.0% 137 -888 -12.82% Q4 2025 Feb 13, 2026
Quarry LP History New 4,475 23 0.0% 138 +4,475 New Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 3,514 18 0.0% 0.0% 139 +18 0.51% Q4 2025 Feb 05, 2026
Allworth Financial LP History New 3,336 17 0.0% 140 +3,336 New Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 3,061 16 0.0% 0.0% 141 -4,530 -59.68% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 2,836 14 0.0% 0.0% 142 -6,786 -70.53% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 2,716 14 0.0% 0.0% 143 +1,944 251.81% Q4 2025 Feb 06, 2026
VISION FINANCIAL MARKETS LLC History No change 2,510 13 0.01% 0.01% 144 0 0.0% Q4 2025 Jan 22, 2026
Covestor Ltd History Reduced 1,642 9 0.0% 0.0% 146 -106 -6.06% Q4 2025 Feb 06, 2026
Financial Gravity Asset Management, Inc. History No change 1,850 9 0.0% 0.0% 145 0 0.0% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,363 7 0.0% 0.0% 147 -1,181 -46.42% Q4 2025 Jan 15, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 830 4 0.0% 0.0% 148 -20 -2.35% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 650 3 0.0% 151 +542 501.85% Q4 2025 Jan 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 666 3 0.0% 0.0% 149 +268 67.34% Q4 2025 Feb 10, 2026
Optiver Holding B.V. History Reduced 613 3 0.0% 0.0% 150 -81 -11.67% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 494 2 0.0% 0.0% 152 -33,641 -98.55% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 463 2 0.0% 0.0% 153 -15,381 -97.08% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 421 2 0.0% 154 +366 665.45% Q4 2025 Mar 16, 2026
IFP Advisors, Inc History Added to 246 1 0.0% 158 +155 170.33% Q4 2025 Feb 06, 2026
Motiv8 Investments LLC History New 100 1 0.0% 160 +100 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 193 1 0.0% 159 +82 73.87% Q4 2025 Jan 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 349 1 0.0% 0.0% 155 +46 15.18% Q4 2025 Feb 06, 2026
ADIRONDACK TRUST CO History No change 195 1 0.0% 156 0 0.0% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History No change 311 1 0.0% 0.0% 157 0 0.0% Q4 2025 Jan 20, 2026
COATUE MANAGEMENT LLC History Closed out 0 0 0.01% -790,167 -100.0% Q3 2025 Nov 14, 2025
MAVERICK CAPITAL LTD History Closed out 0 0 0.03% -536,780 -100.0% Q3 2025 Nov 14, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.09% -256,630 -100.0% Q3 2025 Nov 07, 2025
NOMURA HOLDINGS INC History Closed out 0 0 0.0% -159,133 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -136,372 -100.0% Q3 2025 Nov 14, 2025
Blueshift Asset Management, LLC History Closed out 0 0 0.04% -26,421 -100.0% Q3 2025 Nov 13, 2025
Atom Investors LP History Closed out 0 0 0.01% -21,009 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.01% -17,591 -100.0% Q3 2025 Nov 14, 2025
Hudson Bay Capital Management LP History Closed out 0 0 0.0% -14,080 -100.0% Q3 2025 Dec 15, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.0% -12,996 -100.0% Q3 2025 Oct 31, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.02% -10,415 -100.0% Q3 2025 Nov 13, 2025
NBC SECURITIES, INC. History Closed out 0 0 0.0% -3,979 -100.0% Q3 2025 Nov 14, 2025
Clearstead Advisors, LLC History Reduced 60 0 0.0% -1,820 -96.81% Q4 2025 Feb 09, 2026
AdvisorNet Financial, Inc History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Oct 09, 2025
US BANCORP \DE\ History Reduced 161 0 0.0% -777 -82.84% Q4 2025 Jan 30, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -608 -100.0% Q3 2025 Nov 13, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -520 -100.0% Q3 2025 Nov 03, 2025
Root Financial Partners, LLC History Closed out 0 0 -200 -100.0% Q3 2025 Oct 29, 2025
TD Waterhouse Canada Inc. History Closed out 0 0 -200 -100.0% Q3 2025 Nov 03, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 173 0 +173 New Q4 2025 Feb 03, 2026
Main Street Group, LTD History Closed out 0 0 -163 -100.0% Q3 2025 Nov 07, 2025
FLAGSHIP HARBOR ADVISORS, LLC History New 100 0 +100 New Q4 2025 Jan 21, 2026
West Branch Capital LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 21, 2025
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Nov 26, 2025
Kingdom Financial Group LLC. History New 93 0 +93 New Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History New 91 0 +91 New Q4 2025 Jan 21, 2026
Mascoma Wealth Management LLC History Closed out 0 0 -70 -100.0% Q3 2025 Oct 28, 2025
Sunbelt Securities, Inc. History New 49 0 +49 New Q4 2025 Feb 20, 2026
Keating Financial Advisory Services, Inc. History New 46 0 +46 New Q4 2025 Feb 09, 2026
Dogwood Wealth Management LLC History New 37 0 +37 New Q4 2025 Feb 04, 2026
Atlantic Union Bankshares Corp History Closed out 0 0 -35 -100.0% Q3 2025 Nov 04, 2025
MAI Capital Management History New 24 0 +24 New Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Closed out 0 0 -24 -100.0% Q3 2025 Nov 18, 2025
SHP Wealth Management History New 23 0 +23 New Q4 2025 Mar 04, 2026
TUCKER ASSET MANAGEMENT LLC History New 3 0 +3 New Q4 2025 Feb 05, 2026
Greykasell Wealth Strategies, Inc. History New 1 0 +1 New Q4 2025 Feb 11, 2026
CIBC Private Wealth Group LLC History No change 64 0 0 0.0% Q4 2025 Feb 12, 2026
TD Capital Management LLC History No change 5 0 0 0.0% Q4 2025 Feb 26, 2026
NewEdge Advisors, LLC History No change 100 0 0 0.0% Q4 2025 Feb 18, 2026
Steward Partners Investment Advisory, LLC History No change 11 0 0 0.0% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History No change 50 0 0 0.0% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 48 0 0 0.0% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History No change 187 0 0 0.0% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History No change 7 0 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 149 0 0 0.0% Q4 2025 Jan 23, 2026
TSFG, LLC History No change 35 0 0 0.0% Q4 2025 Feb 04, 2026
Abound Wealth Management History No change 22 0 0 0.0% Q4 2025 Jan 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 9 0 0 0.0% Q4 2025 Jan 28, 2026