Stagwell Inc - STGW

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
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 22,075,107 107,947 0.32% 0.37% 1 +1,040,530 4.95% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 8,019,806 39,216 0.0% 0.0% 2 +151,293 1.92% Q4 2025 Feb 12, 2026
Madison Avenue Partners, LP History No change 8,014,322 39,190 1.68% 2.69% 3 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 5,668,485 27,718 0.0% 0.0% 4 -831,765 -12.8% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,378,664 21,411 0.0% 0.01% 5 -3,181,745 -42.08% Q4 2025 Mar 25, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,111,549 20,107 0.0% 0.0% 6 +869,562 26.82% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 3,062,076 15,349 0.02% 0.02% 7 -213,960 -6.53% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,853,568 13,956 0.0% 0.0% 8 -58,074 -1.99% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 2,676,532 13,088 0.0% 0.0% 9 +939,888 54.12% Q4 2025 Feb 11, 2026
STATE STREET CORP History Added to 2,299,100 11,242 0.0% 0.0% 10 +73,817 3.32% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Reduced 2,218,703 10,849 2.2% 2.71% 11 -2,853 -0.13% Q4 2025 Jan 23, 2026
Penn Capital Management Company, LLC History Reduced 2,165,045 10,614 0.85% 1.03% 12 -199,257 -8.43% Q4 2025 Feb 09, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,039,680 9,974 0.71% 0.66% 13 0 0.0% Q4 2025 Jan 21, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 1,750,000 9,555 0.45% 0.48% 14 0 0.0% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Reduced 1,590,843 7,779 0.01% 0.01% 15 -1,633 -0.1% Q4 2025 Feb 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 1,319,974 6,454 0.01% 0.01% 16 -104,847 -7.36% Q4 2025 Feb 12, 2026
First Pacific Advisors, LP History No change 1,191,918 5,828 0.08% 0.09% 17 0 0.0% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 1,140,270 5,575 0.0% 0.0% 18 -28,275 -2.42% Q4 2025 Feb 17, 2026
Stanley Capital Management, LLC History No change 950,342 4,647 0.78% 0.88% 19 0 0.0% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 946,033 4,626 0.0% 0.0% 20 +679,874 255.44% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 907,536 4,437 0.0% 0.0% 21 -27,677 -2.96% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 897,349 4,388 0.0% 0.0% 22 +133,315 17.45% Q4 2025 Feb 17, 2026
683 Capital Management, LLC History Reduced 830,000 4,058 0.18% 0.26% 23 -60,000 -6.74% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 806,842 3,945 0.0% 0.0% 24 -2,044,241 -71.7% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 793,190 3,872 0.0% 0.0% 25 +375,631 89.96% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 664,479 3,249 0.25% 0.27% 26 +37,573 5.99% Q4 2025 Jan 20, 2026
My Personal CFO, LLC History New 590,882 2,889 1.21% 27 +590,882 New Q4 2025 Jan 15, 2026
Bank of New York Mellon Corp History Added to 515,660 2,521 0.0% 0.0% 28 +113,013 28.07% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 440,153 2,152 0.0% 0.0% 29 +240,093 120.01% Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 408,888 1,999 0.0% 0.0% 30 +183,003 81.02% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 367,411 1,796 0.0% 0.0% 31 +1,645 0.45% Q4 2025 Feb 17, 2026
CORRADO ADVISORS, LLC History No change 315,713 1,543 0.77% 0.96% 32 0 0.0% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 310,182 1,516 0.0% 0.0% 33 +161,296 108.34% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 305,895 1,495 0.0% 0.0% 34 -32,556 -9.62% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 299,555 1,465 0.0% 0.0% 35 +298,569 30280.83% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 276,843 1,353 0.04% 0.03% 36 +168,241 154.92% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 272,003 1,330 0.0% 0.0% 37 -126,314 -31.71% Q4 2025 Feb 13, 2026
Pacific Ridge Capital Partners, LLC History Added to 262,584 1,284 0.28% 0.31% 38 +11,690 4.66% Q4 2025 Feb 04, 2026
MARSHALL WACE, LLP History Reduced 253,313 1,238 0.0% 0.0% 39 -66,954 -20.91% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 243,775 1,192 0.0% 0.0% 40 +4,952 2.07% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 229,600 1,122 0.0% 0.0% 41 +51,500 28.92% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 217,608 1,064 0.0% 0.0% 42 -214,216 -49.61% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 210,992 1,031 0.0% 0.0% 43 +36,113 20.65% Q4 2025 Feb 19, 2026
AMERIPRISE FINANCIAL INC History Added to 204,374 999 0.0% 0.0% 44 +14,874 7.85% Q4 2025 Feb 17, 2026
CastleKnight Management LP History Reduced 199,400 975 0.02% 0.06% 45 -361,700 -64.46% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Added to 195,288 954 0.0% 0.0% 46 +4,990 2.62% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 194,009 948 0.0% 0.0% 47 +13,881 7.71% Q4 2025 Feb 13, 2026
Nuveen, LLC History Reduced 188,718 922 0.0% 0.0% 48 -11,619 -5.8% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 182,037 890 0.0% 0.0% 49 +114,533 169.67% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 179,307 876 0.0% 0.0% 50 +56,018 45.44% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 174,181 851 0.0% 0.0% 51 +8,944 5.41% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 173,540 848 0.0% 0.0% 52 +148,749 600.01% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 156,317 764 0.0% 53 +156,317 New Q4 2025 Feb 17, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 144,246 705 0.01% 0.01% 54 -23,795 -14.16% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 138,099 675 0.0% 0.0% 55 -25,273 -15.47% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 123,780 605 0.0% 0.0% 56 0 0.0% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 115,818 566 0.0% 0.0% 57 -6,376 -5.22% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 109,835 538 0.0% 0.0% 58 +7,029 6.84% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 107,757 526 0.0% 0.0% 59 +23,524 27.93% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 100,105 489 0.0% 0.0% 60 +77,807 348.94% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 98,542 481 0.0% 0.0% 61 +19,625 24.87% Q4 2025 Feb 11, 2026
AdvisorShares Investments LLC History New 97,700 477 0.08% 62 +97,700 New Q4 2025 Feb 10, 2026
Legal & General Group Plc History Added to 97,030 474 0.0% 0.0% 63 +1,644 1.72% Q4 2025 Feb 09, 2026
VARCOV Co. History New 95,619 467 0.18% 64 +95,619 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 90,800 444 0.0% 65 +90,800 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History No change 88,256 431 0.0% 0.0% 66 0 0.0% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 85,955 420 0.0% 0.0% 67 +18,602 27.62% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 84,621 413 0.0% 0.0% 68 +11,062 15.04% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History New 77,077 377 0.0% 69 +77,077 New Q4 2025 Feb 11, 2026
WINTON GROUP Ltd History Added to 72,568 354 0.01% 0.0% 70 +55,295 320.12% Q4 2025 Feb 11, 2026
Dynamic Technology Lab Private Ltd History Added to 71,650 350 0.08% 0.05% 71 +20,933 41.27% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Added to 71,374 349 0.0% 0.0% 72 +5,974 9.13% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 65,329 319 0.02% 74 +65,329 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 65,151 319 0.0% 0.0% 73 +33,911 108.55% Q4 2025 Jan 09, 2026
Campbell & CO Investment Adviser LLC History Reduced 60,836 297 0.01% 0.03% 75 -7,985 -11.6% Q4 2025 Feb 12, 2026
Man Group plc History Added to 56,407 275 0.0% 0.0% 76 +27,244 93.42% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 55,544 271 0.0% 0.0% 77 -11,636 -17.32% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 53,700 262 0.11% 0.13% 78 0 0.0% Q4 2025 Jan 30, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 53,111 259 0.0% 0.0% 79 -78,412 -59.62% Q4 2025 Feb 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 52,900 258 0.0% 80 +52,900 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 51,948 254 0.0% 0.0% 81 -1,701 -3.17% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 51,879 253 0.0% 0.0% 82 -12,910 -19.93% Q4 2025 Feb 10, 2026
Net Worth Advisory Group History Reduced 49,950 244 0.05% 0.08% 83 -1,442 -2.81% Q4 2025 Jan 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 49,835 243 0.1% 0.13% 84 0 0.0% Q4 2025 Jan 21, 2026
TRUE Private Wealth Advisors History Reduced 47,594 232 0.02% 0.03% 85 -13,408 -21.98% Q4 2025 Feb 13, 2026
ProShare Advisors LLC History Reduced 44,513 217 0.0% 0.0% 86 -8,977 -16.78% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History No change 43,276 211 0.0% 0.0% 87 0 0.0% Q4 2025 Jan 29, 2026
FRANKLIN RESOURCES INC History Reduced 43,005 210 0.0% 0.0% 88 -4,597 -9.66% Q4 2025 Feb 11, 2026
STONERIDGE INVESTMENT PARTNERS LLC History New 42,824 209 0.15% 89 +42,824 New Q4 2025 Feb 05, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 38,152 186 0.03% 0.03% 90 -316 -0.82% Q4 2025 Feb 12, 2026
State of Tennessee, Department of Treasury History New 29,809 179 0.0% 91 +29,809 New Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History No change 36,001 176 0.0% 0.0% 92 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS History No change 35,800 175 0.0% 0.0% 93 0 0.0% Q4 2025 Feb 13, 2026
Creative Planning History Added to 34,118 166 0.0% 0.0% 94 +16,417 92.75% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History New 33,925 165 0.0% 95 +33,925 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Added to 33,060 160 0.0% 0.0% 96 +24,679 294.46% Q4 2025 Jan 23, 2026
Arizona State Retirement System History Added to 32,401 158 0.0% 0.0% 97 +4,702 16.98% Q4 2025 Jan 28, 2026
GenTrust, LLC History New 31,809 155 0.01% 98 +31,809 New Q4 2025 Feb 02, 2026
MGO Private Wealth, LLC History No change 31,698 155 0.1% 0.11% 99 0 0.0% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 30,890 151 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 30,428 148 0.0% 101 +30,428 New Q4 2025 Feb 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 29,926 146 0.0% 0.0% 102 -17,111 -36.38% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Reduced 28,000 136 0.02% 0.03% 103 -2,000 -6.67% Q4 2025 Jan 12, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 26,872 131 0.0% 0.0% 104 -7,322 -21.41% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 25,400 124 0.0% 0.0% 105 -7,900 -23.72% Q4 2025 Jan 28, 2026
MILLENNIUM MANAGEMENT LLC History New 24,846 121 0.0% 106 +24,846 New Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History New 24,706 120 0.0% 108 +24,706 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 24,601 120 0.0% 107 +24,601 New Q4 2025 Feb 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 24,236 118 0.0% 0.0% 109 +920 3.95% Q4 2025 Feb 10, 2026
Mariner, LLC History New 23,536 115 0.0% 110 +23,536 New Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 21,822 106 0.01% 0.05% 111 -37,270 -63.07% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 21,561 105 0.0% 0.0% 112 +19,176 804.03% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 21,141 103 0.0% 0.0% 113 -4,103 -16.25% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 20,928 102 0.0% 0.01% 115 -57,170 -73.2% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 21,001 102 0.0% 0.0% 114 -619 -2.86% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History New 17,660 86 0.0% 116 +17,660 New Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 16,599 81 0.0% 0.0% 117 -1,073 -6.07% Q4 2025 Feb 02, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 16,214 79 0.0% 0.0% 118 0 0.0% Q4 2025 Jan 27, 2026
Vestcor Inc History No change 15,522 76 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 11, 2026
Pictet Asset Management Holding SA History No change 14,859 72 0.0% 0.0% 120 0 0.0% Q4 2025 Jan 29, 2026
ARS Investment Partners, LLC History No change 14,597 71 0.0% 0.01% 121 0 0.0% Q4 2025 Feb 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 14,326 70 0.0% 0.0% 122 -2,042 -12.48% Q4 2025 Feb 10, 2026
SHERBROOKE PARK ADVISERS LLC History Reduced 12,588 61 0.16% 0.06% 124 -8,687 -40.83% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 12,621 61 0.0% 0.0% 123 +1,839 17.06% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 12,240 60 0.0% 125 +12,240 New Q4 2025 Jan 08, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 11,279 55 0.01% 0.02% 126 -7,421 -39.68% Q4 2025 Feb 11, 2026
CIBC Asset Management Inc History New 10,816 52 0.0% 128 +10,816 New Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 10,548 52 0.0% 127 +10,548 New Q4 2025 Jan 30, 2026
Sigma Planning Corp History Reduced 10,346 50 0.0% 0.0% 129 -3,654 -26.1% Q4 2025 Jan 30, 2026
INCEPTIONR LLC History New 10,224 49 0.01% 130 +10,224 New Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History No change 9,647 47 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Reduced 9,606 46 0.0% 0.0% 132 -35 -0.36% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 7,500 36 0.0% 0.0% 133 -15,310 -67.12% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 7,020 34 0.0% 0.0% 134 +4,567 186.18% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History New 5,350 26 0.0% 135 +5,350 New Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Added to 3,513 17 0.0% 0.0% 136 +480 15.83% Q4 2025 Feb 05, 2026
COMERICA BANK History Reduced 3,007 14 0.0% 0.0% 137 -35 -1.15% Q4 2025 Jan 29, 2026
Aster Capital Management (DIFC) Ltd History Added to 2,528 12 0.01% 0.0% 139 +2,271 883.66% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,573 12 0.0% 0.0% 138 +1,690 191.39% Q4 2025 Jan 15, 2026
SUMMIT SECURITIES GROUP LLC History New 1,972 9 0.0% 141 +1,972 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 1,846 9 0.0% 140 +1,846 New Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History New 1,030 5 0.0% 143 +1,030 New Q4 2025 Mar 16, 2026
EverSource Wealth Advisors, LLC History Added to 1,113 5 0.0% 0.0% 142 +911 450.99% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Added to 1,054 5 0.0% 0.0% 144 +234 28.54% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History New 1,000 4 0.0% 147 +1,000 New Q4 2025 Jan 12, 2026
Glass Jacobson Investment Advisors llc History Added to 1,000 4 0.0% 0.0% 146 +300 42.86% Q4 2025 Jan 22, 2026
Versant Capital Management, Inc History Added to 860 4 0.0% 0.0% 145 +100 13.16% Q4 2025 Jan 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 683 3 0.0% 148 +683 New Q4 2025 Feb 11, 2026
Sterling Capital Management LLC History Added to 789 3 0.0% 0.0% 149 +509 181.79% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 555 2 0.0% 151 +538 3164.71% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History New 452 2 0.0% 152 +452 New Q4 2025 Jan 23, 2026
ROTHSCHILD INVESTMENT LLC History Added to 458 2 0.0% 150 +450 5625.0% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 310 1 0.0% 154 +309 30900.0% Q4 2025 Feb 03, 2026
Covestor Ltd History Reduced 149 1 0.0% 0.0% 155 -58 -28.02% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History Reduced 267 1 0.0% 0.0% 156 -35 -11.59% Q4 2025 Jan 05, 2026
Arax Advisory Partners History Reduced 335 1 0.0% 0.0% 153 -28 -7.71% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -461,381 -100.0% Q3 2025 Nov 14, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -304,800 -100.0% Q3 2025 Nov 13, 2025
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -105,638 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -79,900 -100.0% Q3 2025 Nov 14, 2025
ARISTEIA CAPITAL, L.L.C. History Closed out 0 0 0.01% -76,534 -100.0% Q3 2025 Nov 14, 2025
Huber Capital Management LLC History Closed out 0 0 0.05% -60,500 -100.0% Q3 2025 Nov 13, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 0.03% -51,309 -100.0% Q3 2025 Oct 17, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.0% -47,575 -100.0% Q3 2025 Nov 14, 2025
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -24,468 -100.0% Q3 2025 Nov 13, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -16,100 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.0% -15,062 -100.0% Q3 2025 Nov 14, 2025
Clear Harbor Asset Management, LLC History Closed out 0 0 0.0% -12,500 -100.0% Q3 2025 Nov 14, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -12,244 -100.0% Q3 2025 Oct 30, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.01% -11,784 -100.0% Q3 2025 Nov 14, 2025
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -10,995 -100.0% Q3 2025 Nov 13, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -2,729 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Reduced 100 0 0.0% -200 -66.67% Q4 2025 Feb 11, 2026
Marquette Asset Management, LLC History New 105 0 +105 New Q4 2025 Jan 16, 2026
NewEdge Advisors, LLC History New 100 0 +100 New Q4 2025 Feb 18, 2026
Larson Financial Group LLC History Reduced 56 0 -75 -57.25% Q4 2025 Feb 06, 2026
Blue Trust, Inc. History New 68 0 +68 New Q4 2025 Jan 16, 2026
MAI Capital Management History Added to 122 0 +56 84.85% Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History Added to 45 0 +41 1025.0% Q4 2025 Jan 21, 2026
Advisory Services Network, LLC History Closed out 0 0 -15 -100.0% Q3 2025 Nov 18, 2025
Bruce G. Allen Investments, LLC History Reduced 99 0 -2 -1.98% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 51 0 0 0.0% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History No change 26 0 0 0.0% Q4 2025 Jan 14, 2026
DHJJ Financial Advisors, Ltd. History No change 85 0 0 0.0% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History No change 7 0 0 0.0% Q4 2025 Feb 10, 2026
DiNuzzo Private Wealth, Inc. History No change 4 0 0 0.0% Q4 2025 Jan 16, 2026
HFM Investment Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 05, 2026