WEST FRASER TIMBER CO., LTD - WFG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
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
FIL Ltd History Reduced 8,729,285 590,938 0.42% 0.44% 1 -4,950 -0.06% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 3,757,506 254,346 0.03% 0.03% 2 +62,871 1.7% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 3,492,021 236,374 0.04% 0.04% 3 +41,154 1.19% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 1,878,614 180,365 0.18% 0.14% 4 +90,731 5.07% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History Added to 1,795,555 121,541 0.06% 0.11% 5 +38,125 2.17% Q2 2026 Aug 13, 2026
DONALD SMITH & CO., INC. History Reduced 1,629,983 110,333 1.95% 2.0% 6 -72,831 -4.28% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 1,497,850 101,398 0.0% 0.0% 7 -20,726 -1.36% Q2 2026 Aug 13, 2026
LETKO, BROSSEAU & ASSOCIATES INC History Added to 1,417,956 95,956 1.42% 1.49% 8 +755 0.05% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 1,091,402 73,909 0.95% 1.35% 9 -371,079 -25.37% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,015,410 68,733 0.01% 0.01% 10 +214,924 26.85% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 831,932 56,262 0.02% 0.02% 11 -14,737 -1.74% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 802,239 54,289 0.05% 0.06% 12 -65,735 -7.57% Q2 2026 Jul 30, 2026
Atlas FRM LLC History Added to 740,000 50,090 2.15% 0.24% 13 +684,000 1221.43% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History Added to 736,913 49,836 0.03% 0.01% 14 +465,694 171.7% Q2 2026 Aug 14, 2026
NORGES BANK History New 675,791 45,702 0.0% 15 +675,791 New Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History Reduced 601,489 40,715 0.03% 0.03% 16 -124,168 -17.11% Q2 2026 Aug 14, 2026
SailingStone Capital Partners LLC History Added to 412,177 39,573 7.41% 5.4% 17 +150,978 57.8% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 531,868 36,005 0.0% 0.0% 18 -577,444 -52.05% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 455,271 30,820 0.01% 0.01% 19 -9,763 -2.1% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 418,511 28,321 0.0% 0.0% 20 +23,863 6.05% Q2 2026 Aug 14, 2026
QV Investors Inc. History Added to 355,987 24,091 1.85% 1.24% 21 +119,945 50.82% Q2 2026 Jul 21, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 344,538 23,321 0.0% 0.0% 22 -533 -0.15% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 316,578 21,429 0.0% 23 +316,578 New Q2 2026 Aug 14, 2026
ROBOTTI ROBERT History Added to 296,043 20,021 3.23% 3.01% 24 +163 0.06% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 284,763 19,275 0.01% 0.02% 25 -34,835 -10.9% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 260,759 17,652 0.01% 0.01% 26 +44,800 20.74% Q2 2026 Aug 12, 2026
Invesco Ltd. History Reduced 240,903 16,306 0.0% 0.0% 27 -29,510 -10.91% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History Added to 205,255 13,890 0.01% 0.01% 28 +41,166 25.09% Q2 2026 Sep 02, 2026
TD ASSET MANAGEMENT INC History Added to 191,504 12,959 0.01% 0.01% 29 +7,952 4.33% Q2 2026 Aug 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 190,590 12,898 0.02% 30 +190,590 New Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 182,731 12,360 0.01% 0.01% 31 -18,239 -9.08% Q2 2026 Sep 09, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 128,361 12,323 0.09% 0.11% 32 -11,197 -8.02% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History Added to 172,629 11,672 0.27% 0.19% 33 +47,660 38.14% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History Added to 171,482 11,608 0.01% 0.01% 34 +6,797 4.13% Q2 2026 Aug 13, 2026
Amundi History Reduced 159,700 10,810 0.0% 0.0% 35 -32,316 -16.83% Q2 2026 Aug 11, 2026
MORGAN STANLEY History Added to 159,327 10,784 0.0% 0.0% 36 +41,804 35.57% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 155,220 10,506 0.0% 0.0% 37 +485 0.31% Q2 2026 Aug 03, 2026
Cerity Partners LLC History Reduced 134,524 9,105 0.01% 0.01% 38 -1,913 -1.4% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 133,836 9,059 0.0% 0.0% 39 -8,995 -6.3% Q2 2026 Aug 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 131,000 8,867 0.25% 0.37% 40 -67,000 -33.84% Q2 2026 Jul 20, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 130,660 8,844 0.02% 0.02% 41 +23,044 21.41% Q2 2026 Aug 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 129,965 8,789 0.06% 0.05% 42 -10,426 -7.43% Q2 2026 Aug 13, 2026
Smead Capital Management, Inc. History Added to 123,878 8,378 0.18% 0.16% 43 +9,100 7.93% Q2 2026 Aug 11, 2026
Swiss National Bank History Added to 107,300 7,242 0.0% 0.0% 44 +1,100 1.04% Q2 2026 Aug 11, 2026
BlackRock, Inc. History Reduced 105,440 7,137 0.0% 0.0% 45 -3,627 -3.33% Q2 2026 Aug 07, 2026
TORONTO DOMINION BANK History Added to 102,619 6,939 0.01% 0.01% 46 +42,759 71.43% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 93,044 6,298 0.0% 0.0% 47 +59,397 176.53% Q2 2026 Sep 02, 2026
SIG North Trading, ULC History Reduced 92,200 6,241 0.12% 0.14% 48 -16,843 -15.45% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 91,436 6,189 0.0% 0.0% 49 +9,990 12.27% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History Reduced 87,060 5,893 0.01% 0.01% 50 -1,140 -1.29% Q2 2026 Aug 12, 2026
Lloyd Harbor Capital Management, LLC History New 85,000 5,753 5.92% 51 +85,000 New Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 81,739 5,532 0.0% 0.0% 52 -596 -0.72% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 76,821 5,200 0.01% 0.01% 53 -7,069 -8.43% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Reduced 72,942 4,936 0.0% 0.0% 54 -35,196 -32.55% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 65,516 4,497 0.0% 0.0% 55 +2,572 4.09% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History Added to 56,542 3,820 0.01% 0.01% 56 +2,715 5.04% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History Reduced 53,968 3,650 0.01% 0.02% 57 -124,475 -69.76% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 54,744 3,641 0.0% 0.0% 58 +8,777 19.09% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 51,613 3,493 0.0% 0.0% 59 +1,343 2.67% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 51,488 3,484 0.0% 0.0% 60 -476 -0.92% Q2 2026 Aug 04, 2026
MILLENNIUM MANAGEMENT LLC History Added to 46,546 3,150 0.0% 0.0% 61 +22,615 94.5% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 41,883 2,834 0.0% 0.0% 62 +3,949 10.41% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History Added to 41,731 2,824 0.0% 0.0% 63 +868 2.12% Q2 2026 Aug 07, 2026
Cinctive Capital Management LP History New 37,806 2,559 0.09% 64 +37,806 New Q2 2026 Aug 14, 2026
Metis Global Partners, LLC History Added to 35,224 2,383 0.05% 0.05% 65 +4,825 15.87% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 33,151 2,243 0.01% 0.01% 66 -14,599 -30.57% Q2 2026 Aug 17, 2026
Russell Investments Group, Ltd. History Reduced 29,745 2,013 0.0% 0.0% 67 -3,940 -11.7% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History Reduced 29,274 1,947 0.01% 0.03% 68 -71,439 -70.93% Q2 2026 Aug 11, 2026
Candriam S.C.A. History No change 27,688 1,871 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 27,594 1,857 0.01% 0.01% 70 -664 -2.35% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History Added to 26,841 1,816 0.03% 0.03% 71 +1,496 5.9% Q2 2026 Jul 31, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 23,566 1,594 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Reduced 22,198 1,501 0.0% 0.0% 73 -62 -0.28% Q2 2026 Aug 03, 2026
Baird Financial Group, Inc. History No change 21,975 1,487 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
Aviso Financial Inc. History Added to 21,036 1,423 0.05% 0.03% 75 +6,968 49.53% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 19,283 1,304 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History Added to 18,894 1,278 0.05% 0.04% 77 +5,351 39.51% Q2 2026 Aug 12, 2026
GUARDIAN CAPITAL LP History Reduced 17,747 1,200 0.03% 0.03% 78 -192 -1.07% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 16,959 1,147 0.01% 0.0% 79 +12,860 313.74% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History Added to 16,197 1,096 0.0% 0.0% 80 +4,113 34.04% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 16,010 1,083 0.09% 0.09% 81 +273 1.73% Q2 2026 Aug 11, 2026
Alberta Investment Management Corp History No change 15,087 1,020 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 06, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 14,469 979 0.01% 0.01% 83 +144 1.01% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 13,807 934 0.0% 0.0% 84 -2,239 -13.95% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 13,800 933 0.0% 0.01% 85 -35,708 -72.13% Q2 2026 Aug 12, 2026
Brooklyn Investment Group History No change 14,258 930 0.03% 0.03% 86 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History No change 13,462 911 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
CoreCommodity Management, LLC History Reduced 12,092 817 0.16% 0.53% 88 -31,493 -72.26% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 11,930 805 0.0% 0.0% 89 +331 2.85% Q2 2026 Jul 29, 2026
CANADA LIFE ASSURANCE Co History Reduced 11,363 754 0.0% 0.0% 90 -2,154 -15.94% Q2 2026 Aug 13, 2026
EJF Capital LP History No change 10,000 676 0.45% 0.46% 91 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Added to 10,086 667 0.0% 0.0% 92 +141 1.42% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History Reduced 9,340 632 0.0% 0.0% 93 -9,410 -50.19% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History New 9,250 626 0.0% 94 +9,250 New Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History New 9,201 622 0.01% 96 +9,201 New Q2 2026 Aug 14, 2026
NATIXIS History No change 9,192 622 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 8,368 581 0.0% 0.0% 97 +2,039 32.22% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History New 8,391 567 0.01% 98 +8,391 New Q2 2026 Jul 21, 2026
Vanguard Personalized Indexing Management, LLC History Added to 8,136 550 0.0% 0.0% 99 +1,208 17.44% Q2 2026 Aug 11, 2026
Investment Management Corp of Ontario History Added to 8,071 546 0.01% 0.01% 100 +100 1.25% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 7,532 509 0.0% 0.0% 101 -14,911 -66.44% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 7,296 493 0.0% 0.0% 102 +87 1.21% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,476 488 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History New 6,520 441 0.0% 104 +6,520 New Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 6,500 439 0.0% 0.0% 105 -11,300 -63.48% Q2 2026 Aug 13, 2026
Trexquant Investment LP History Added to 6,372 431 0.0% 0.0% 106 +643 11.22% Q2 2026 Aug 14, 2026
AMG National Trust Bank History Added to 6,163 417 0.01% 0.01% 107 +122 2.02% Q2 2026 Aug 06, 2026
Pacifica Partners Inc. History No change 5,905 409 0.12% 0.13% 108 0 0.0% Q2 2026 Jul 13, 2026
SYCOMORE ASSET MANAGEMENT History No change 6,500 405 0.04% 0.09% 109 0 0.0% Q2 2026 Jul 16, 2026
Turtle Creek Asset Management Inc. History Reduced 5,750 389 0.02% 0.03% 110 -8,000 -58.18% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 5,553 375 0.0% 0.0% 111 -2,090 -27.35% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History New 5,314 359 0.0% 112 +5,314 New Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 5,423 353 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History New 5,000 338 0.06% 115 +5,000 New Q2 2026 Aug 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 5,000 338 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History Reduced 4,490 297 0.0% 0.05% 116 -972 -17.8% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 4,490 297 0.0% 0.01% 117 -972 -17.8% Q2 2026 Jul 29, 2026
Larry Mathis Financial Planning, LLC History Reduced 4,361 295 0.22% 0.4% 118 -2,542 -36.82% Q2 2026 Jul 24, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 4,132 279 0.0% 0.0% 119 +220 5.62% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History New 4,075 275 0.03% 120 +4,075 New Q2 2026 Jul 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 4,007 271 0.0% 0.0% 121 -6,493 -61.84% Q2 2026 Aug 17, 2026
Genus Capital Management Inc. History New 3,500 236 0.02% 122 +3,500 New Q2 2026 Jul 29, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 3,470 234 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 3,166 214 0.0% 0.0% 124 -3,586 -53.11% Q2 2026 Aug 14, 2026
AEGIS FINANCIAL CORP History No change 3,142 212 0.03% 0.04% 125 0 0.0% Q2 2026 Aug 12, 2026
Gold Investment Management Ltd. History No change 2,690 182 0.05% 0.05% 126 0 0.0% Q2 2026 Aug 05, 2026
Sava Infond d.o.o. History No change 2,400 161 0.01% 0.02% 127 0 0.0% Q2 2026 Jul 16, 2026
Nykredit A/S History New 2,300 155 0.0% 128 +2,300 New Q2 2026 Sep 08, 2026
Tower Research Capital LLC (TRC) History Reduced 2,121 143 0.0% 0.01% 129 -3,296 -60.85% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History Added to 1,960 132 0.0% 0.0% 130 +330 20.25% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 1,564 105 0.0% 0.0% 131 +14 0.9% Q2 2026 Aug 03, 2026
Fulcrum Asset Management LLP History No change 1,489 100 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 18, 2026
Oakum Bay Capital LLC History No change 1,304 85 0.05% 0.05% 133 0 0.0% Q1 2026 May 14, 2026
US BANCORP \DE\ History No change 739 50 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Purpose Unlimited Inc. History No change 696 47 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History New 488 33 0.0% 137 +488 New Q2 2026 Jul 29, 2026
EFG International AG History No change 500 33 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 459 31 0.0% 0.0% 138 +383 503.95% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 452 30 0.0% 0.0% 139 +62 15.9% Q2 2026 Jul 23, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 391 26 0.0% 0.0% 140 -2,082 -84.19% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 361 24 0.0% 0.0% 141 -221 -37.97% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 248 16 0.0% 0.0% 142 -41 -14.19% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 150 10 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History Reduced 140 9 0.0% 0.0% 144 -19 -11.95% Q2 2026 Aug 06, 2026
Centerpoint Advisors, LLC History New 125 8 0.0% 145 +125 New Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History Reduced 104 7 0.0% 0.0% 146 -1,039 -90.9% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 105 7 0.0% 0.0% 147 +2 1.94% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History Added to 87 5 0.0% 0.0% 148 +30 52.63% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History Reduced 70 4 0.0% 0.01% 149 -509 -87.91% Q2 2026 Jul 20, 2026
Hara Capital LLC History No change 65 4 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 47 3 0.0% 153 +47 New Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 59 3 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 22, 2026
Cassaday & Co Wealth Management LLC History No change 53 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
RMG Wealth Management LLC History New 29 2 0.0% 155 +29 New Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 30 2 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 28, 2026
Parallel Advisors, LLC History Reduced 17 1 0.0% 0.0% 158 -422 -96.13% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Reduced 18 1 0.0% 0.0% 161 -143 -88.82% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History Reduced 22 1 0.0% 0.0% 159 -101 -82.11% Q2 2026 Jul 24, 2026
FIDUCIARY FINANCIAL ADVISORS History New 27 1 0.0% 163 +27 New Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 24 1 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 24 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Bell Investment Advisors, Inc History No change 16 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 17 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Lightrock Netherlands B.V. History Closed out 0 0 4.28% -306,721 -100.0% Q2 2026 Aug 10, 2026
NewGen Asset Management Ltd History Closed out 0 0 2.52% -100,000 -100.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Closed out 0 0 0.01% -89,441 -100.0% Q2 2026 Aug 14, 2026
Impala Asset Management LLC History Closed out 0 0 1.37% -44,826 -100.0% Q2 2026 Aug 17, 2026
Maryland State Retirement & Pension System History Closed out 0 0 0.04% -28,717 -100.0% Q2 2026 Jul 30, 2026
Anson Funds Management LP History Closed out 0 0 0.12% -20,100 -100.0% Q2 2026 Aug 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 0.02% -17,532 -100.0% Q2 2026 Aug 10, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.03% -16,439 -100.0% Q2 2026 Aug 14, 2026
Alesco Advisors, LLC, An ESL Co History Closed out 0 0 0.02% -14,157 -100.0% Q2 2026 Aug 05, 2026
Union Bancaire Privee, UBP SA History Closed out 0 0 0.01% -8,477 -100.0% Q2 2026 Jul 16, 2026
CenterBook Partners LP History Closed out 0 0 0.03% -7,247 -100.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -6,985 -100.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History Closed out 0 0 0.03% -6,359 -100.0% Q2 2026 Aug 13, 2026
Timelo Investment Management Inc. History Closed out 0 0 0.32% -6,200 -100.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.05% -4,945 -100.0% Q2 2026 Jul 20, 2026
Marnell Management LLC History Closed out 0 0 0.11% -4,676 -100.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History Closed out 0 0 0.0% -4,028 -100.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -3,895 -100.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.0% -3,444 -100.0% Q2 2026 Jul 20, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.06% -2,780 -100.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Closed out 0 0 0.0% -1,875 -100.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -198 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 0.0% -170 -100.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 0.0% -25 -100.0% Q2 2026 Aug 04, 2026
Quarry LP History New 9 0 +9 New Q2 2026 Aug 14, 2026
Larson Financial Group LLC History Reduced 4 0 -7 -63.64% Q2 2026 Aug 14, 2026
MV CAPITAL MANAGEMENT, INC. History New 4 0 +4 New Q2 2026 Jul 30, 2026
Investors Portfolio Services LLC History Closed out 0 0 -4 -100.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History New 1 0 +1 New Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 9 0 0 0.0% Q2 2026 Jul 30, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7 0 0 0.0% Q2 2026 Aug 04, 2026