Frontier Group Holdings, Inc. - ULCC

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
Indigo Partners LLC History No change 32,092,007 151,153 44.47% 48.14% 1 0 0.0% Q4 2025 Feb 17, 2026
Wildcat Capital Management, LLC History No change 28,061,351 132,168 96.86% 85.4% 2 0 0.0% Q4 2025 Feb 03, 2026
VANGUARD GROUP INC History Reduced 7,592,603 35,761 0.0% 0.0% 3 -217,845 -2.79% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 6,653,955 31,340 0.0% 0.0% 4 +215,732 3.35% Q4 2025 Feb 12, 2026
Silver Point Capital L.P. History Reduced 4,934,000 23,239 1.05% 1.44% 5 -1,326,000 -21.18% Q4 2025 Feb 17, 2026
U S GLOBAL INVESTORS INC History Reduced 4,137,964 19,489 2.09% 2.27% 6 -425,381 -9.32% Q4 2025 Jan 28, 2026
Ancient Art, L.P. History Reduced 3,583,803 16,879 3.82% 4.55% 7 -700,000 -16.34% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,977,733 14,024 0.0% 0.0% 8 -1,066,434 -26.37% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 2,589,145 12,194 0.01% 0.0% 9 +1,810,308 232.44% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,196,472 10,347 0.0% 0.0% 10 +8,946 0.41% Q4 2025 Feb 09, 2026
PAR CAPITAL MANAGEMENT INC History No change 2,156,100 10,155 0.27% 0.28% 11 0 0.0% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 2,137,601 10,068 0.0% 0.0% 12 +171,880 8.74% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,024,820 9,536 0.01% 0.0% 13 +1,354,846 202.22% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,768,329 8,328 0.0% 0.0% 14 +506,262 40.11% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 1,760,333 8,291 0.01% 0.0% 15 +1,380,668 363.65% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 1,508,848 7,106 0.0% 0.0% 16 -569,523 -27.4% Q4 2025 Feb 13, 2026
TWO SIGMA ADVISERS, LP History Added to 1,204,165 5,671 0.01% 0.0% 17 +951,265 376.14% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 1,167,928 5,500 0.0% 0.0% 18 +846,934 263.85% Q4 2025 Feb 17, 2026
Mountaineer Partners Management, LLC History New 953,375 4,490 2.51% 19 +953,375 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 853,150 4,018 0.0% 0.0% 20 +695,449 440.99% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 817,425 3,850 0.01% 0.0% 21 +738,228 932.14% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 813,057 3,829 0.0% 0.0% 22 -742,640 -47.74% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History New 711,381 3,350 0.0% 23 +711,381 New Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 705,398 3,322 0.0% 0.0% 24 -1,321 -0.19% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 667,071 3,141 0.0% 0.0% 25 -54,951 -7.61% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 642,993 3,028 0.0% 0.0% 26 -2,384,316 -78.76% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 640,909 3,018 0.0% 0.0% 27 +181,214 39.42% Q4 2025 Mar 25, 2026
Creative Planning History Added to 614,351 2,893 0.0% 0.0% 28 +85,105 16.08% Q4 2025 Feb 17, 2026
SkyView Investment Advisors, LLC History Reduced 549,483 2,588 0.33% 0.31% 29 -3,873 -0.7% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 536,232 2,525 0.0% 0.0% 30 -197,919 -26.96% Q4 2025 Feb 17, 2026
Prentice Capital Management, LP History No change 530,119 2,496 3.93% 3.57% 31 0 0.0% Q4 2025 Feb 17, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 494,900 2,330 0.0% 0.0% 32 -310,000 -38.51% Q4 2025 Feb 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 401,656 1,891 0.0% 33 +401,656 New Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 366,143 1,724 0.02% 0.02% 34 -9,952 -2.65% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 340,588 1,604 0.0% 0.0% 35 -912,418 -72.82% Q4 2025 Jan 29, 2026
GSA CAPITAL PARTNERS LLP History Added to 318,159 1,499 0.13% 0.01% 36 +303,322 2044.36% Q4 2025 Feb 06, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 309,990 1,460 0.02% 0.04% 37 -264,401 -46.03% Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 293,269 1,381 0.09% 0.09% 38 -34,049 -10.4% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 271,282 1,277 0.0% 0.0% 39 +211,110 350.84% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 266,022 1,252 0.0% 0.0% 40 -40,405 -13.19% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Added to 259,759 1,223 0.0% 0.0% 41 +110,959 74.57% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 251,047 1,182 0.0% 0.0% 42 +57,055 29.41% Q4 2025 Feb 19, 2026
Crawford Fund Management, LLC History Reduced 250,000 1,177 0.16% 0.31% 43 -193,000 -43.57% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Reduced 246,087 1,159 0.0% 0.01% 44 -88,043 -26.35% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 239,678 1,128 0.04% 0.05% 45 -208,984 -46.58% Q4 2025 Feb 10, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 221,251 1,042 0.0% 0.01% 46 -772,794 -77.74% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 212,871 1,002 0.0% 0.0% 47 -331,085 -60.87% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Reduced 197,048 928 0.0% 0.0% 48 -36,860 -15.76% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 191,298 901 0.0% 0.0% 49 +52,146 37.47% Q4 2025 Feb 17, 2026
Quinn Opportunity Partners LLC History No change 190,200 895 0.04% 0.06% 50 0 0.0% Q4 2025 Feb 13, 2026
Voleon Capital Management LP History Reduced 172,891 814 0.02% 0.08% 51 -542,526 -75.83% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 160,973 758 0.0% 0.0% 52 +72,381 81.7% Q4 2025 Feb 11, 2026
Nuveen, LLC History No change 142,417 670 0.0% 0.0% 53 0 0.0% Q4 2025 Feb 12, 2026
Mountain Capital Investment Advisors Inc. History Reduced 120,677 632 0.1% 0.11% 55 -30,039 -19.93% Q4 2025 Jan 28, 2026
BARCLAYS PLC History Reduced 134,284 632 0.0% 0.0% 54 -17,936 -11.78% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 129,616 610 0.0% 0.0% 56 -20,825 -13.84% Q4 2025 Feb 17, 2026
State of Wyoming History Reduced 128,626 605 0.07% 0.07% 57 -11,549 -8.24% Q4 2025 Feb 11, 2026
ExodusPoint Capital Management, LP History New 125,780 592 0.0% 58 +125,780 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 115,962 546 0.0% 0.0% 59 +4,995 4.5% Q4 2025 Jan 09, 2026
Aquatic Capital Management LLC History New 114,638 539 0.02% 60 +114,638 New Q4 2025 Feb 17, 2026
Swiss National Bank History No change 110,100 518 0.0% 0.0% 61 0 0.0% Q4 2025 Feb 12, 2026
IMC-Chicago, LLC History Added to 106,000 499 0.0% 0.0% 62 +22,500 26.95% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 104,921 494 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 103,765 488 0.0% 0.0% 64 -11,612 -10.06% Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 100,782 474 0.0% 0.0% 65 -239,563 -70.39% Q4 2025 Feb 13, 2026
PharVision Advisers, LLC History New 96,681 455 0.23% 66 +96,681 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 94,430 444 0.0% 0.0% 67 -46,023 -32.77% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 93,423 440 0.0% 0.0% 68 +37,161 66.05% Q4 2025 Feb 13, 2026
Numerai GP LLC History Added to 86,544 407 0.05% 0.01% 69 +72,819 530.56% Q4 2025 Feb 17, 2026
Diametric Capital, LP History New 86,142 405 0.11% 70 +86,142 New Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 80,500 379 0.0% 0.0% 71 -19,000 -19.1% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Added to 76,200 358 0.01% 0.0% 72 +64,006 524.9% Q4 2025 Feb 12, 2026
STRAIGHTLINE GROUP LLC History Added to 60,586 317 0.17% 0.13% 73 +5,232 9.45% Q4 2025 Feb 09, 2026
Optimize Financial Inc History Added to 62,036 292 0.15% 0.14% 74 +892 1.46% Q4 2025 Feb 09, 2026
Caption Management, LLC History Added to 59,900 282 0.0% 0.0% 75 +9,900 19.8% Q4 2025 Feb 17, 2026
Capstone Capital Management Ltd History New 57,055 268 0.26% 76 +57,055 New Q4 2025 Feb 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 53,598 252 0.0% 0.0% 77 -87 -0.16% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 52,149 245 0.0% 0.0% 78 -255 -0.49% Q4 2025 Feb 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 50,756 240 0.0% 0.0% 79 -8,595 -14.48% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History New 44,122 207 0.0% 80 +44,122 New Q4 2025 Feb 17, 2026
Boston Partners History Added to 43,311 203 0.0% 0.0% 81 +17,426 67.32% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History New 42,156 198 0.0% 82 +42,156 New Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 40,926 192 0.05% 0.02% 83 +34,859 574.57% Q4 2025 Mar 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 40,760 191 0.0% 84 +40,760 New Q4 2025 Feb 13, 2026
Blueshift Asset Management, LLC History Added to 40,534 190 0.05% 0.04% 85 +12,842 46.37% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 39,327 185 0.0% 0.0% 86 +462 1.19% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 38,579 181 0.0% 0.0% 87 -13,121 -25.38% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 34,628 163 0.0% 89 +34,628 New Q4 2025 Jan 27, 2026
JPMORGAN CHASE & CO History Added to 34,666 163 0.0% 0.0% 88 +283 0.82% Q4 2025 Feb 11, 2026
Graham Capital Management, L.P. History New 32,313 152 0.0% 90 +32,313 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 31,176 146 0.0% 0.0% 91 +574 1.88% Q4 2025 Feb 10, 2026
Walleye Trading LLC History Added to 26,507 124 0.0% 0.0% 92 +1,268 5.02% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 23,776 111 0.0% 0.0% 93 -125 -0.52% Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,772 111 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History No change 23,489 110 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 23,582 110 0.0% 0.0% 96 0 0.0% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 23,004 108 0.0% 0.03% 98 -515,162 -95.73% Q4 2025 Feb 17, 2026
Scientech Research LLC History New 22,948 108 0.07% 99 +22,948 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 23,111 108 0.0% 0.0% 97 +10,745 86.89% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 21,433 100 0.01% 100 +21,433 New Q4 2025 Feb 17, 2026
FMR LLC History Added to 20,178 95 0.0% 0.0% 101 +4,187 26.18% Q4 2025 Feb 17, 2026
Sender Co & Partners, Inc. History Reduced 17,300 81 0.04% 0.05% 103 -86,300 -83.3% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 17,345 81 0.0% 0.0% 102 -68,231 -79.73% Q4 2025 Mar 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 16,021 75 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 12, 2026
Arizona State Retirement System History Reduced 15,787 74 0.0% 0.0% 105 -1,062 -6.3% Q4 2025 Jan 28, 2026
Inscription Capital, LLC History New 15,290 72 0.01% 107 +15,290 New Q4 2025 Jan 29, 2026
ProShare Advisors LLC History Added to 15,473 72 0.0% 0.0% 106 +997 6.89% Q4 2025 Feb 06, 2026
Private Advisor Group, LLC History Reduced 15,177 71 0.0% 0.0% 108 -10,000 -39.72% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 13,734 64 0.0% 0.01% 109 -2,811,125 -99.51% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,825 60 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 12, 2026
KLP KAPITALFORVALTNING AS History Added to 12,500 58 0.0% 0.0% 111 +5,400 76.06% Q4 2025 Jan 28, 2026
XTX Topco Ltd History Reduced 10,277 48 0.0% 0.03% 112 -128,601 -92.6% Q4 2025 Feb 17, 2026
Quarry LP History New 7,121 33 0.01% 113 +7,121 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 6,993 32 0.0% 0.0% 114 -1,650 -19.09% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 6,699 32 0.0% 0.0% 115 -654 -8.89% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History No change 6,500 30 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,566 26 0.0% 0.0% 117 0 0.0% Q4 2025 Jan 27, 2026
Tower Research Capital LLC (TRC) History Reduced 5,275 24 0.0% 0.0% 118 -17,207 -76.54% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 4,579 21 0.0% 119 +4,579 New Q4 2025 Feb 05, 2026
LRI Investments, LLC History No change 3,588 16 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 04, 2026
AMALGAMATED BANK History Added to 2,660 13 0.0% 0.0% 121 +1,204 82.69% Q4 2025 Feb 05, 2026
FNY Investment Advisers, LLC History Added to 2,577 12 0.0% 0.0% 122 +1,048 68.54% Q4 2025 Jan 16, 2026
ROYAL BANK OF CANADA History New 2,349 11 0.0% 123 +2,349 New Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 1,955 9 0.0% 0.0% 124 -79 -3.88% Q4 2025 Feb 13, 2026
SBI Securities Co., Ltd. History Reduced 1,681 7 0.0% 0.0% 126 -550 -24.65% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History No change 1,653 7 0.0% 0.0% 125 0 0.0% Q4 2025 Feb 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,481 6 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 15, 2026
AlphaQuest LLC History No change 1,226 5 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Reduced 872 4 0.0% 0.0% 129 -1,216 -58.24% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History Reduced 766 3 0.0% 0.0% 132 -646 -45.75% Q4 2025 Jan 15, 2026
Optiver Holding B.V. History Reduced 727 3 0.0% 0.0% 131 -531 -42.21% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 687 3 0.0% 0.0% 130 -233 -25.33% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 605 2 0.0% 0.0% 133 +9 1.51% Q4 2025 Jan 07, 2026
West Branch Capital LLC History No change 621 2 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 16, 2026
Smartleaf Asset Management LLC History No change 614 2 0.0% 0.0% 135 0 0.0% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 321 1 0.0% 0.0% 137 -4,759 -93.68% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Reduced 300 1 0.0% 0.0% 136 -2,138 -87.69% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 344 1 0.0% 0.0% 140 -1,108 -76.31% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 422 1 0.0% 143 +328 348.94% Q4 2025 Jan 05, 2026
Kilter Group LLC History New 295 1 0.0% 144 +295 New Q4 2025 Feb 13, 2026
Cornerstone Financial Management LLC History New 272 1 0.0% 145 +272 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 325 1 0.0% 138 +245 306.25% Q4 2025 Feb 10, 2026
Avion Wealth History Reduced 298 1 0.0% 0.0% 142 -99 -24.94% Q4 2025 Jan 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 239 1 0.0% 139 +83 53.21% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 287 1 0.0% 0.0% 141 0 0.0% Q4 2025 Jan 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.01% -2,202,219 -100.0% Q3 2025 Nov 14, 2025
HIGHLAND PEAK CAPITAL, LLC History Closed out 0 0 3.0% -2,070,175 -100.0% Q3 2025 Nov 12, 2025
Empyrean Capital Partners, LP History Closed out 0 0 0.13% -723,439 -100.0% Q3 2025 Nov 14, 2025
Newbrook Capital Advisors LP History Closed out 0 0 0.36% -658,192 -100.0% Q3 2025 Nov 14, 2025
Wolf Hill Capital Management, LP History Closed out 0 0 0.23% -570,444 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -160,550 -100.0% Q3 2025 Nov 14, 2025
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -85,616 -100.0% Q3 2025 Nov 03, 2025
VICTORY CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -70,382 -100.0% Q3 2025 Nov 12, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -60,700 -100.0% Q3 2025 Nov 14, 2025
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -56,121 -100.0% Q3 2025 Nov 14, 2025
J. Goldman & Co LP History Closed out 0 0 0.0% -35,000 -100.0% Q3 2025 Nov 14, 2025
MYDA Advisors LLC History Closed out 0 0 0.03% -30,000 -100.0% Q3 2025 Nov 13, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.02% -17,300 -100.0% Q3 2025 Nov 14, 2025
AXQ CAPITAL, LP History Closed out 0 0 0.03% -15,360 -100.0% Q3 2025 Nov 10, 2025
Quadrature Capital Ltd History Closed out 0 0 0.0% -15,298 -100.0% Q3 2025 Nov 13, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -11,037 -100.0% Q3 2025 Oct 29, 2025
Arax Advisory Partners History Reduced 6 0 0.0% -3,204 -99.81% Q4 2025 Feb 13, 2026
Prudent Man Investment Management, Inc. History Closed out 0 0 0.0% -1,000 -100.0% Q3 2025 Nov 05, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -447 -100.0% Q3 2025 Nov 12, 2025
SIGNATUREFD, LLC History Reduced 187 0 0.0% -344 -64.78% Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 134 0 0.0% -210 -61.05% Q4 2025 Feb 06, 2026
Pinnacle Wealth Planning Services, Inc. History New 117 0 +117 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Closed out 0 0 -100 -100.0% Q3 2025 Oct 21, 2025
LOS ANGELES CAPITAL MANAGEMENT LLC History New 70 0 +70 New Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 112 0 -49 -30.43% Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -42 -100.0% Q3 2025 Nov 14, 2025
Bare Financial Services, Inc History Added to 131 0 +29 28.43% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 1 0 +1 New Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History No change 5 0 0 0.0% Q4 2025 Feb 09, 2026
JNBA Financial Advisors History No change 100 0 0 0.0% Q4 2025 Jan 26, 2026
Larson Financial Group LLC History No change 123 0 0 0.0% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History No change 11 0 0 0.0% Q4 2025 Mar 16, 2026
Covestor Ltd History No change 20 0 0 0.0% Q4 2025 Feb 06, 2026
DiNuzzo Private Wealth, Inc. History No change 100 0 0 0.0% Q4 2025 Jan 16, 2026
Hughes Financial Services, LLC History No change 140 0 0 0.0% Q4 2025 Feb 11, 2026