UNISYS CORP - UIS

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
VANGUARD GROUP INC History Reduced 7,063,422 19,495 0.0% 0.0% 1 -42,807 -0.6% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 5,252,472 14,496 0.0% 0.0% 2 -183,076 -3.37% Q4 2025 Feb 12, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 4,812,200 13,281 0.84% 1.38% 3 -277,800 -5.46% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 4,715,076 13,016 0.01% 0.01% 4 -224,959 -4.55% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 3,490,445 9,633 0.01% 0.01% 5 +406,187 13.17% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,604,604 7,188 0.0% 0.0% 6 +878,265 50.87% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,744,864 4,815 0.0% 0.0% 7 +468,340 36.69% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,558,031 4,301 0.0% 0.0% 8 -45,304 -2.83% Q4 2025 Feb 09, 2026
Saba Capital Management, L.P. History Added to 1,551,487 4,282 0.13% 0.1% 9 +615,632 65.78% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 1,506,049 4,156 0.0% 0.0% 10 -101,560 -6.32% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 1,494,555 4,124 0.01% 0.01% 11 +336,711 29.08% Q4 2025 Feb 12, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 1,491,292 4,115 0.12% 0.18% 12 -237,813 -13.75% Q4 2025 Feb 17, 2026
Newport Trust Company, LLC History Added to 1,354,788 3,739 0.01% 0.01% 13 +153,579 12.79% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,323,233 3,652 0.01% 0.01% 14 -42,347 -3.1% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 1,265,591 3,493 0.0% 0.0% 15 -110,662 -8.04% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,205,519 3,325 0.01% 0.01% 16 -417,833 -25.74% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 1,199,250 3,309 0.15% 0.34% 17 +279,875 30.44% Q4 2025 Feb 17, 2026
IES Holdings, Inc. History New 1,171,938 3,234 1.89% 18 +1,171,938 New Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,068,349 2,948 0.0% 0.0% 19 -133,335 -11.1% Q4 2025 Feb 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 1,011,296 2,791 0.01% 20 +1,011,296 New Q4 2025 Feb 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 1,005,400 2,774 0.02% 0.03% 21 +8,600 0.86% Q4 2025 Feb 02, 2026
Assenagon Asset Management S.A. History Added to 746,028 2,059 0.0% 0.0% 22 +33,447 4.69% Q4 2025 Jan 09, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 624,461 1,723 0.0% 0.0% 23 0 0.0% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 601,668 1,660 0.0% 0.0% 24 -86,999 -12.63% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 579,156 1,598 0.0% 0.0% 25 -143,510 -19.86% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 504,970 1,393 0.0% 0.0% 26 -29,547 -5.53% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 490,514 1,353 0.0% 0.0% 27 -59,858 -10.88% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 379,960 1,048 0.0% 0.0% 28 -40,138 -9.55% Q4 2025 Mar 25, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 348,834 962 0.0% 0.01% 29 -38,228 -9.88% Q4 2025 Feb 13, 2026
Minerva Advisors LLC History No change 345,347 953 0.64% 0.85% 30 0 0.0% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Reduced 250,223 690 0.0% 0.0% 31 -217,737 -46.53% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 239,461 660 0.0% 0.0% 32 +78,401 48.68% Q4 2025 Feb 02, 2026
XTX Topco Ltd History Added to 221,497 611 0.02% 0.03% 33 +85,113 62.41% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 201,067 554 0.0% 0.0% 34 +683 0.34% Q4 2025 Jan 29, 2026
GSA CAPITAL PARTNERS LLP History Reduced 200,445 553 0.05% 0.08% 35 -34,221 -14.58% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 193,427 533 0.01% 0.02% 36 -60,000 -23.68% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 180,226 497 0.0% 0.0% 37 -41,402 -18.68% Q4 2025 Feb 10, 2026
Pinnacle Holdings, LLC History Added to 175,094 483 0.16% 0.22% 38 +11,856 7.26% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Reduced 162,466 448 0.0% 0.0% 39 -302,907 -65.09% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 152,137 419 0.0% 0.0% 40 -92,808 -37.89% Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 144,295 398 0.0% 0.0% 41 +63,795 79.25% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 139,985 386 0.0% 0.0% 42 -155,429 -52.61% Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 140,180 386 0.01% 43 +140,180 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 136,550 376 0.0% 0.0% 44 +9,461 7.44% Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History Added to 134,338 370 0.19% 0.02% 45 +124,283 1236.03% Q4 2025 Feb 17, 2026
Nuveen, LLC History No change 131,260 362 0.0% 0.0% 46 0 0.0% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 123,130 339 0.0% 0.0% 47 -245,878 -66.63% Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 118,652 327 0.0% 0.0% 48 -50,283 -29.76% Q4 2025 Feb 19, 2026
STRS OHIO History No change 116,600 321 0.0% 0.0% 49 0 0.0% Q4 2025 Feb 02, 2026
ALLIANCEBERNSTEIN L.P. History Added to 109,554 302 0.0% 0.0% 50 +7,000 6.83% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 105,950 292 0.0% 0.0% 51 +24,157 29.53% Q4 2025 Feb 17, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 102,500 282 0.01% 0.01% 52 0 0.0% Q4 2025 Feb 17, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 100,448 277 0.01% 0.01% 53 -141 -0.14% Q4 2025 Feb 17, 2026
Potomac Capital Management, Inc. History New 95,770 264 0.21% 54 +95,770 New Q4 2025 Feb 11, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 92,208 254 0.01% 0.01% 55 -1,508 -1.61% Q4 2025 Jan 14, 2026
Jump Financial, LLC History New 91,816 253 0.0% 56 +91,816 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 89,070 245 0.0% 0.0% 57 +23,986 36.85% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 88,498 244 0.0% 0.0% 58 -9,362 -9.57% Q4 2025 Feb 13, 2026
Dynamic Technology Lab Private Ltd History New 76,666 212 0.05% 59 +76,666 New Q4 2025 Feb 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 76,376 210 0.0% 0.0% 60 +10,523 15.98% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 75,455 208 0.0% 61 +75,455 New Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 75,317 207 0.0% 0.0% 62 +1,030 1.39% Q4 2025 Feb 17, 2026
Man Group plc History Added to 62,838 173 0.0% 0.0% 63 +1,853 3.04% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 57,999 160 0.0% 0.0% 64 -20,342 -25.97% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 57,187 158 0.0% 0.0% 65 0 0.0% Q4 2025 Feb 17, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 55,563 153 0.06% 0.09% 66 0 0.0% Q4 2025 Feb 12, 2026
Jain Global LLC History New 54,234 149 0.0% 67 +54,234 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 49,829 137 0.0% 0.0% 68 +3,189 6.84% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Reduced 49,798 137 0.0% 0.0% 69 -1,155 -2.27% Q4 2025 Feb 13, 2026
Caitong International Asset Management Co., Ltd History New 48,962 135 0.03% 70 +48,962 New Q4 2025 Mar 03, 2026
Squarepoint Ops LLC History Reduced 48,526 133 0.0% 0.0% 72 -47,142 -49.28% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Reduced 47,956 133 0.0% 0.0% 71 -9,720 -16.85% Q4 2025 Feb 18, 2026
Atom Investors LP History New 43,730 120 0.01% 73 +43,730 New Q4 2025 Feb 17, 2026
OXFORD ASSET MANAGEMENT LLP History Added to 33,554 92 0.04% 0.57% 74 +3,248 10.72% Q4 2025 Feb 17, 2026
Insight Wealth Partners, LLC History Reduced 32,859 90 0.01% 0.04% 76 -4,000 -10.85% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 32,858 90 0.0% 0.0% 75 -812 -2.41% Q4 2025 Feb 12, 2026
FNY Investment Advisers, LLC History New 32,000 88 0.02% 78 +32,000 New Q4 2025 Jan 16, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 32,073 88 0.0% 0.0% 77 +739 2.36% Q4 2025 Feb 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 31,004 85 0.0% 0.0% 79 -361 -1.15% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 28,743 79 0.0% 0.0% 80 -4,436 -13.37% Q4 2025 Feb 10, 2026
Net Worth Advisory Group History Reduced 28,116 77 0.02% 0.03% 81 -814 -2.81% Q4 2025 Jan 14, 2026
SG Americas Securities, LLC History New 27,660 76 0.0% 83 +27,660 New Q4 2025 Jan 09, 2026
FMR LLC History Added to 27,671 76 0.0% 0.0% 82 +16,055 138.21% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 27,432 75 0.0% 0.0% 84 -3,679 -11.83% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,566 73 0.0% 0.0% 85 0 0.0% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Added to 26,435 72 0.0% 0.0% 86 +3,445 14.98% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Reduced 25,934 71 0.0% 0.0% 87 -9,562 -26.94% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,433 59 0.0% 0.0% 88 0 0.0% Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 21,371 58 0.0% 90 +21,371 New Q4 2025 Feb 13, 2026
Diversified Trust Co History No change 21,313 58 0.0% 0.0% 89 0 0.0% Q4 2025 Jan 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 20,958 57 0.0% 91 +20,958 New Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 19,605 54 0.0% 92 +19,605 New Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 19,543 53 0.0% 93 +19,543 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 18,571 51 0.0% 0.0% 95 -179,798 -90.64% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 18,500 51 0.0% 0.0% 94 -13,470 -42.13% Q4 2025 Feb 17, 2026
Retirement Solution LLC History Reduced 18,800 51 0.01% 0.03% 96 -11,000 -36.91% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Reduced 17,035 47 0.0% 0.0% 98 -37,714 -68.89% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History Reduced 17,142 47 0.0% 0.0% 97 -8,409 -32.91% Q4 2025 Feb 17, 2026
Emerald Advisors, LLC History No change 17,292 47 0.01% 0.01% 99 0 0.0% Q4 2025 Jan 27, 2026
Cerity Partners LLC History New 16,964 46 0.0% 100 +16,964 New Q4 2025 Feb 11, 2026
Engineers Gate Manager LP History Reduced 16,143 44 0.0% 0.0% 101 -5,977 -27.02% Q4 2025 Feb 17, 2026
AXQ CAPITAL, LP History New 14,665 40 0.01% 103 +14,665 New Q4 2025 Feb 10, 2026
CALTON & ASSOCIATES, INC. History No change 14,750 40 0.01% 0.01% 102 0 0.0% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 13,899 38 0.0% 0.0% 105 -39,191 -73.82% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 13,991 38 0.0% 0.0% 104 -2,047 -12.76% Q4 2025 Feb 10, 2026
Creative Planning History New 13,479 37 0.0% 106 +13,479 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,181 36 0.0% 0.0% 107 -36,842 -73.65% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 12,687 35 0.0% 0.0% 108 -39,147 -75.52% Q4 2025 Feb 13, 2026
MetLife Investment Management, LLC History Reduced 12,457 34 0.0% 0.0% 109 -25,804 -67.44% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 12,191 33 0.0% 0.0% 110 +781 6.84% Q4 2025 Feb 06, 2026
SWAN Capital LLC History Added to 11,000 30 0.01% 0.01% 111 +1,586 16.85% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 9,987 28 0.0% 0.0% 112 -12,171 -54.93% Q4 2025 Jan 26, 2026
Waverly Advisors, LLC History New 10,273 28 0.0% 113 +10,273 New Q4 2025 Feb 17, 2026
Quarry LP History Added to 10,205 28 0.0% 0.0% 114 +8,335 445.72% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 10,093 27 0.0% 0.0% 115 +83 0.83% Q4 2025 Feb 10, 2026
AlphaQuest LLC History No change 9,716 26 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 7,050 19 0.0% 0.0% 117 +6,199 728.44% Q4 2025 Feb 06, 2026
Legal & General Group Plc History Reduced 6,780 18 0.0% 0.0% 118 -376 -5.25% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 6,557 18 0.0% 0.0% 119 0 0.0% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History New 4,059 13 0.0% 120 +4,059 New Q4 2025 Jan 21, 2026
Tower Research Capital LLC (TRC) History Reduced 4,453 12 0.0% 0.0% 121 -2,876 -39.24% Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,106 11 0.0% 0.0% 122 -668 -13.99% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 3,745 10 0.0% 0.0% 123 +993 36.08% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 2,700 7 0.0% 0.0% 125 -37,527 -93.29% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History New 2,553 7 0.0% 126 +2,553 New Q4 2025 Jan 05, 2026
ROYAL BANK OF CANADA History New 2,390 7 0.0% 124 +2,390 New Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 2,096 6 0.0% 0.0% 127 -177 -7.79% Q4 2025 Feb 05, 2026
Torren Management, LLC History New 1,860 5 0.0% 128 +1,860 New Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 1,563 4 0.0% 130 +1,549 11064.29% Q4 2025 Mar 16, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,601 4 0.0% 0.0% 129 -27 -1.66% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 1,098 3 0.0% 0.0% 133 -545 -33.17% Q4 2025 Feb 06, 2026
COMERICA BANK History Added to 1,444 3 0.0% 0.0% 131 +334 30.09% Q4 2025 Jan 29, 2026
Sterling Capital Management LLC History Added to 1,282 3 0.0% 0.0% 132 +217 20.38% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 969 2 0.0% 0.0% 134 +472 94.97% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History New 589 1 0.0% 137 +589 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 393 1 0.0% 136 +144 57.83% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History No change 657 1 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History No change 414 1 0.0% 0.0% 138 0 0.0% Q4 2025 Jan 27, 2026
Marex Group plc History Closed out 0 0 0.0% -75,000 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA ADVISERS, LP History Closed out 0 0 0.0% -72,300 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -71,348 -100.0% Q3 2025 Nov 14, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.0% -69,403 -100.0% Q3 2025 Nov 14, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.02% -54,501 -100.0% Q3 2025 Oct 28, 2025
EntryPoint Capital, LLC History Closed out 0 0 0.04% -25,705 -100.0% Q3 2025 Nov 13, 2025
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.0% -24,100 -100.0% Q3 2025 Nov 13, 2025
Arax Advisory Partners History Closed out 0 0 0.0% -20,706 -100.0% Q3 2025 Nov 14, 2025
LeConte Wealth Management, LLC History Closed out 0 0 0.04% -15,873 -100.0% Q3 2025 Oct 16, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -13,438 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 0.0% -13,087 -100.0% Q3 2025 Nov 14, 2025
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -12,895 -100.0% Q3 2025 Nov 05, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 0.02% -12,768 -100.0% Q3 2025 Nov 14, 2025
Byrne Asset Management LLC History Closed out 0 0 0.03% -12,220 -100.0% Q3 2025 Oct 22, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -11,745 -100.0% Q3 2025 Oct 20, 2025
Mariner, LLC History Closed out 0 0 0.0% -11,624 -100.0% Q3 2025 Nov 14, 2025
ROYCE & ASSOCIATES LP History Closed out 0 0 0.0% -10,473 -100.0% Q3 2025 Nov 12, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -10,025 -100.0% Q3 2025 Oct 29, 2025
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Closed out 0 0 0.0% -9,540 -100.0% Q3 2025 Nov 13, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.0% -7,687 -100.0% Q3 2025 Nov 14, 2025
NISA INVESTMENT ADVISORS, LLC History Reduced 200 0 0.0% -6,022 -96.79% Q4 2025 Jan 15, 2026
WHITTIER TRUST CO History Closed out 0 0 0.0% -3,000 -100.0% Q3 2025 Oct 31, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 0.0% -2,400 -100.0% Q3 2025 Nov 03, 2025
Versant Capital Management, Inc History Closed out 0 0 0.0% -2,002 -100.0% Q3 2025 Oct 27, 2025
Optiver Holding B.V. History Closed out 0 0 0.0% -484 -100.0% Q3 2025 Nov 10, 2025
Farther Finance Advisors, LLC History Closed out 0 0 0.0% -420 -100.0% Q3 2025 Oct 14, 2025
ROTHSCHILD INVESTMENT LLC History Reduced 19 0 0.0% -254 -93.04% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 213 0 +213 New Q4 2025 Feb 05, 2026
Avion Wealth History New 187 0 +187 New Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Closed out 0 0 -91 -100.0% Q3 2025 Nov 18, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 -90 -100.0% Q3 2025 Nov 13, 2025
IFP Advisors, Inc History Reduced 232 0 0.0% -83 -26.35% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 1 0 -66 -98.51% Q4 2025 Feb 09, 2026
Transamerica Financial Advisors, LLC History New 22 0 +22 New Q4 2025 Feb 13, 2026
MAI Capital Management History New 10 0 +10 New Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 6 0 +4 200.0% Q4 2025 Jan 08, 2026
VSM Wealth Advisory, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Nov 13, 2025
HUNTINGTON NATIONAL BANK History No change 2 0 0 0.0% Q4 2025 Feb 09, 2026
ST GERMAIN D J CO INC History No change 4 0 0 0.0% Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History No change 20 0 0 0.0% Q4 2025 Feb 04, 2026
Costello Asset Management, INC History No change 50 0 0 0.0% Q4 2025 Feb 03, 2026
Key FInancial Inc History No change 100 0 0 0.0% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History No change 95 0 0 0.0% Q4 2025 Feb 03, 2026
CoreCap Advisors, LLC History No change 70 0 0 0.0% Q4 2025 Jan 13, 2026
Covestor Ltd History No change 17 0 0 0.0% Q4 2025 Feb 06, 2026
Financial Perspectives, Inc History No change 30 0 0 0.0% Q4 2025 Jan 28, 2026
Federation des caisses Desjardins du Quebec History No change 112 0 0 0.0% Q4 2025 Feb 12, 2026