ZEVRA THERAPEUTICS, INC. - ZVRA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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
BlackRock, Inc. History Added to 4,507,051 40,383 0.0% 0.0% 1 +469,897 11.64% Q4 2025 Feb 12, 2026
Woodline Partners LP History Reduced 3,450,844 30,919 0.12% 0.16% 2 -25,299 -0.73% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 3,305,207 29,614 0.0% 0.0% 3 +221,845 7.19% Q4 2025 Jan 29, 2026
Caption Management, LLC History Added to 2,841,712 25,461 0.17% 0.2% 4 +182,721 6.87% Q4 2025 Feb 17, 2026
FMR LLC History Added to 2,393,493 21,445 0.0% 0.0% 5 +758,922 46.43% Q4 2025 Feb 17, 2026
Nantahala Capital Management, LLC History Reduced 1,771,936 15,876 0.52% 0.65% 6 -200,000 -10.14% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 1,482,956 13,287 0.0% 0.0% 7 +55,665 3.9% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,341,681 12,024 0.0% 0.0% 8 +41,341 3.18% Q4 2025 Feb 09, 2026
MORGAN STANLEY History Added to 1,157,913 10,374 0.0% 0.0% 9 +601,963 108.28% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,134,358 10,163 0.0% 0.0% 10 +99,107 9.57% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Added to 1,097,988 9,837 0.0% 0.0% 11 +44,589 4.23% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Added to 1,056,054 9,462 0.0% 0.0% 12 +642,558 155.4% Q4 2025 Feb 17, 2026
683 Capital Management, LLC History Reduced 905,000 8,108 0.35% 0.48% 13 -70,000 -7.18% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Added to 865,822 7,757 0.08% 0.07% 14 +174,583 25.26% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History Added to 863,746 7,739 0.0% 0.0% 15 +137,916 19.0% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 806,697 7,228 0.01% 21.57% 16 +318,001 65.07% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 669,742 6,000 0.01% 0.01% 17 -242,557 -26.59% Q4 2025 Feb 13, 2026
Retirement Planning Co of New England, Inc. History Added to 662,976 5,940 2.38% 2.3% 18 +62,206 10.35% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Added to 634,906 5,688 0.0% 0.0% 19 +352,904 125.14% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 612,300 5,486 0.0% 0.0% 20 -149,477 -19.62% Q4 2025 Mar 25, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History Reduced 585,069 5,242 0.62% 0.77% 21 -64,931 -9.99% Q4 2025 Feb 17, 2026
Stonepine Capital Management, LLC History Reduced 569,088 5,099 3.72% 6.26% 22 -240,912 -29.74% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 515,195 4,616 0.0% 0.0% 23 -966,419 -65.23% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 506,033 4,458 0.0% 24 +506,033 New Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 418,122 3,746 0.0% 0.0% 25 -21,358 -4.86% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 412,261 3,693 0.0% 0.0% 26 -26,723 -6.09% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 409,000 3,664 0.04% 0.03% 27 +180,000 78.6% Q4 2025 Jan 20, 2026
Qube Research & Technologies Ltd History Added to 356,243 3,191 0.0% 0.0% 28 +49,754 16.23% Q4 2025 Feb 17, 2026
Mystic Asset Management, Inc. History Reduced 346,527 3,104 0.7% 0.74% 29 -125 -0.04% Q4 2025 Jan 28, 2026
Squarepoint Ops LLC History Added to 317,066 2,840 0.0% 0.0% 30 +48,989 18.27% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 285,488 2,557 0.0% 0.0% 31 +67,392 30.9% Q4 2025 Jan 29, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 275,000 2,464 0.0% 0.03% 32 -1,950,000 -87.64% Q4 2025 Feb 17, 2026
Trexquant Investment LP History Reduced 209,704 1,878 0.02% 0.03% 33 -93,159 -30.76% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 202,883 1,818 0.0% 0.0% 34 +19,182 10.44% Q4 2025 Feb 11, 2026
Tetragon Partners GP Ltd History New 192,518 1,724 0.36% 35 +192,518 New Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 181,129 1,622 0.0% 0.0% 36 +28,818 18.92% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 180,618 1,618 0.0% 0.0% 37 +22,853 14.49% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 175,331 1,570 0.07% 0.16% 38 +48 0.03% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 174,155 1,560 0.0% 0.0% 39 +48,324 38.4% Q4 2025 Feb 10, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 170,309 1,525 0.0% 0.0% 40 -16,957 -9.06% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History New 154,466 1,384 0.0% 41 +154,466 New Q4 2025 Feb 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 151,424 1,356 0.0% 0.0% 42 +100,375 196.62% Q4 2025 Feb 10, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 149,637 1,338 0.0% 0.0% 43 +68,067 83.45% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 146,364 1,311 0.0% 0.0% 44 -141,681 -49.19% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 143,132 1,282 0.0% 0.0% 45 -9,900 -6.47% Q4 2025 Feb 12, 2026
Hennion & Walsh Asset Management, Inc. History New 139,591 1,250 0.04% 46 +139,591 New Q4 2025 Jan 14, 2026
DLD Asset Management, LP History Added to 130,800 1,171 0.09% 0.03% 47 +90,800 227.0% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History New 120,000 1,075 0.01% 48 +120,000 New Q4 2025 Feb 09, 2026
CITIGROUP INC History Added to 118,694 1,063 0.0% 0.0% 49 +101,172 577.4% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History New 106,000 949 0.0% 50 +106,000 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 100,135 897 0.0% 0.0% 51 -232,308 -69.88% Q4 2025 Feb 13, 2026
Man Group plc History Added to 92,347 827 0.0% 0.0% 52 +58,695 174.42% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 69,769 625 0.04% 0.04% 53 -4,510 -6.07% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 68,284 611 0.0% 0.0% 54 -9,205 -11.88% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 66,950 599 0.0% 0.0% 55 +30,094 81.65% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History New 65,636 588 0.0% 56 +65,636 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 65,190 584 0.0% 0.0% 57 -5,110 -7.27% Q4 2025 Feb 17, 2026
Propel Bio Management, LLC History Reduced 63,683 570 0.49% 2.21% 58 -168,191 -72.54% Q4 2025 Feb 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 54,454 552 0.0% 0.0% 59 -4,086 -6.98% Q4 2025 Feb 11, 2026
Integrated Quantitative Investments LLC History New 56,128 502 0.11% 60 +56,128 New Q4 2025 Feb 12, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 54,000 483 0.05% 0.05% 61 -3,040 -5.33% Q4 2025 Feb 17, 2026
EntryPoint Capital, LLC History Added to 52,871 473 0.18% 0.11% 62 +23,989 83.06% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 45,939 411 0.0% 0.0% 63 +1,936 4.4% Q4 2025 Feb 11, 2026
Aquatic Capital Management LLC History Added to 45,174 404 0.01% 0.01% 64 +16,581 57.99% Q4 2025 Feb 17, 2026
Engineers Gate Manager LP History Added to 44,020 394 0.0% 0.0% 65 +8,359 23.44% Q4 2025 Feb 17, 2026
Simplify Asset Management Inc. History Reduced 42,365 379 0.01% 0.03% 66 -104,635 -71.18% Q4 2025 Feb 09, 2026
Campbell & CO Investment Adviser LLC History Added to 38,595 345 0.02% 0.03% 67 +964 2.56% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 36,794 329 0.0% 0.0% 68 -41 -0.11% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 34,461 308 0.0% 0.0% 69 -21,420 -38.33% Q4 2025 Jan 29, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Added to 32,788 294 0.2% 0.14% 70 +11,659 55.18% Q4 2025 Feb 05, 2026
SABBY MANAGEMENT, LLC History No change 327 292 0.42% 0.36% 71 0 0.0% Q4 2025 Feb 17, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 32,140 288 0.0% 0.0% 72 +3,648 12.8% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 32,182 288 0.0% 0.0% 73 +647 2.05% Q4 2025 Feb 19, 2026
SIMPLEX TRADING, LLC History Reduced 30,000 268 0.0% 0.0% 74 -17,228 -36.48% Q4 2025 Feb 11, 2026
IFG Advisors, LLC History No change 29,050 260 0.04% 0.05% 75 0 0.0% Q4 2025 Jan 13, 2026
MetLife Investment Management, LLC History Added to 27,867 249 0.0% 0.0% 76 +2,653 10.52% Q4 2025 Feb 12, 2026
WINTON GROUP Ltd History Added to 26,089 233 0.01% 0.0% 77 +13,928 114.53% Q4 2025 Feb 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 25,858 231 0.0% 0.0% 78 +962 3.86% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 25,651 229 0.0% 0.0% 79 +2,345 10.06% Q4 2025 Feb 18, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 24,722 221 0.03% 0.05% 80 -6,299 -20.31% Q4 2025 Feb 11, 2026
FEDERATED HERMES, INC. History Added to 23,453 210 0.0% 0.0% 81 +3,539 17.77% Q4 2025 Feb 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 19,995 179 0.0% 0.0% 82 -900 -4.31% Q4 2025 Feb 10, 2026
PROFUND ADVISORS LLC History Added to 18,078 161 0.0% 0.01% 83 +888 5.17% Q4 2025 Feb 06, 2026
Verition Fund Management LLC History Reduced 17,704 158 0.0% 0.01% 84 -175,805 -90.85% Q4 2025 Feb 13, 2026
Polymer Capital Management (US) LLC History Reduced 17,123 153 0.02% 0.03% 85 -14,575 -45.98% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 16,896 151 0.0% 86 +16,896 New Q4 2025 Feb 13, 2026
Rafferty Asset Management, LLC History Added to 15,920 142 0.0% 0.0% 87 +4,041 34.02% Q4 2025 Feb 13, 2026
City State Bank History No change 15,478 138 0.04% 0.04% 88 0 0.0% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 15,000 134 0.0% 89 +15,000 New Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 14,957 134 0.0% 0.0% 90 +447 3.08% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,964 134 0.0% 0.0% 91 0 0.0% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Reduced 14,893 133 0.0% 0.01% 92 -115,858 -88.61% Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History New 14,810 132 0.02% 93 +14,810 New Q4 2025 Feb 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 14,229 127 0.0% 0.0% 94 -11,714 -45.15% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History New 13,824 123 0.0% 95 +13,824 New Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History New 13,543 121 0.0% 96 +13,543 New Q4 2025 Jan 09, 2026
J. Goldman & Co LP History No change 13,497 120 0.0% 0.0% 97 0 0.0% Q4 2025 Feb 17, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 13,260 119 0.02% 0.02% 98 0 0.0% Q4 2025 Jan 21, 2026
BAILARD, INC. History New 12,900 115 0.0% 99 +12,900 New Q4 2025 Feb 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 12,932 115 0.0% 0.0% 100 +1,939 17.64% Q4 2025 Feb 10, 2026
ProShare Advisors LLC History Added to 12,669 113 0.0% 0.0% 101 +1,390 12.32% Q4 2025 Feb 06, 2026
Kingsview Wealth Management, LLC History No change 12,120 108 0.0% 0.0% 102 0 0.0% Q4 2025 Feb 09, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 11,500 103 0.01% 0.01% 103 -4,100 -26.28% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 11,544 103 0.0% 0.0% 104 -1,529 -11.7% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 10,513 94 0.0% 0.0% 105 -89 -0.84% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 10,334 92 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,107 90 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 12, 2026
China Universal Asset Management Co., Ltd. History Reduced 9,174 82 0.01% 0.01% 108 -666 -6.77% Q4 2025 Jan 29, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 5,891 52 0.04% 109 +5,891 New Q4 2025 Mar 05, 2026
Russell Investments Group, Ltd. History Reduced 5,228 46 0.0% 0.0% 110 -1,146 -17.98% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 4,582 42 0.0% 111 +4,582 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 4,591 41 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 11, 2026
NewEdge Advisors, LLC History Reduced 4,000 35 0.0% 0.0% 113 -18,338 -82.09% Q4 2025 Feb 18, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 2,953 26 0.0% 0.0% 114 -945 -24.24% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,736 24 0.0% 0.0% 115 +566 26.08% Q4 2025 Jan 26, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,608 23 0.0% 0.0% 116 +2,358 943.2% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Reduced 2,500 22 0.0% 0.0% 117 -84,138 -97.11% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 2,315 21 0.0% 0.0% 118 -557 -19.39% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Reduced 2,309 20 0.0% 0.0% 119 -816 -26.11% Q4 2025 Feb 17, 2026
AMALGAMATED BANK History Reduced 1,750 16 0.0% 0.0% 120 -75 -4.11% Q4 2025 Feb 05, 2026
Activest Wealth Management History No change 1,815 16 0.0% 0.0% 121 0 0.0% Q4 2025 Jan 30, 2026
Vermillion Wealth Management, Inc. History No change 1,500 13 0.01% 0.0% 122 0 0.0% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 1,234 11 0.0% 0.0% 123 -25 -1.99% Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History New 1,200 10 0.0% 124 +1,200 New Q4 2025 Jan 28, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,106 9 0.0% 0.0% 125 -102 -8.44% Q4 2025 Jan 27, 2026
US BANCORP \DE\ History No change 1,000 8 0.0% 0.0% 126 0 0.0% Q4 2025 Jan 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 916 8 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 27, 2026
Caitong International Asset Management Co., Ltd History Added to 784 7 0.0% 0.0% 129 +589 302.05% Q4 2025 Mar 03, 2026
NISA INVESTMENT ADVISORS, LLC History No change 852 7 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 15, 2026
Cornerstone Planning Group LLC History Added to 700 6 0.0% 130 +697 23233.33% Q4 2025 Feb 02, 2026
Hillsdale Investment Management Inc. History No change 620 5 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 550 4 0.0% 132 +550 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 473 4 0.0% 0.0% 134 +65 15.93% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History No change 450 4 0.0% 0.0% 133 0 0.0% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 350 3 0.0% 137 +300 600.0% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Added to 366 3 0.0% 0.0% 136 +235 179.39% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 445 3 0.0% 0.0% 135 -20 -4.3% Q4 2025 Jan 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 240 2 0.0% 139 +240 New Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Reduced 274 2 0.0% 0.0% 140 -86 -23.89% Q4 2025 Jan 05, 2026
Daiwa Securities Group Inc. History No change 182 2 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 11, 2026
Rockefeller Capital Management L.P. History New 159 1 0.0% 141 +159 New Q4 2025 Mar 16, 2026
Cornerstone Financial Management LLC History New 115 1 0.0% 142 +115 New Q4 2025 Feb 13, 2026
AIGH Capital Management LLC History Closed out 0 0 5.46% -4,453,042 -100.0% Q3 2025 Oct 31, 2025
ALGERT GLOBAL LLC History Closed out 0 0 0.07% -418,550 -100.0% Q3 2025 Nov 14, 2025
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.01% -117,576 -100.0% Q3 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.0% -67,485 -100.0% Q3 2025 Nov 13, 2025
PharVision Advisers, LLC History Closed out 0 0 0.36% -66,733 -100.0% Q3 2025 Nov 17, 2025
XTX Topco Ltd History Closed out 0 0 0.03% -66,381 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -62,740 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.02% -62,646 -100.0% Q3 2025 Nov 12, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -54,397 -100.0% Q3 2025 Nov 07, 2025
DRW Securities, LLC History Closed out 0 0 0.01% -48,899 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -43,026 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.01% -41,452 -100.0% Q3 2025 Nov 14, 2025
Belvedere Trading LLC History Closed out 0 0 0.0% -30,939 -100.0% Q3 2025 Oct 27, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -27,980 -100.0% Q3 2025 Nov 14, 2025
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -22,826 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -21,100 -100.0% Q3 2025 Nov 14, 2025
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -17,317 -100.0% Q3 2025 Nov 17, 2025
Integrated Wealth Concepts LLC History Closed out 0 0 0.0% -15,081 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -14,943 -100.0% Q3 2025 Nov 14, 2025
Atom Investors LP History Closed out 0 0 0.01% -14,371 -100.0% Q3 2025 Nov 14, 2025
Quarry LP History Closed out 0 0 0.02% -10,883 -100.0% Q3 2025 Nov 14, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 94 0 0.0% -1,223 -92.86% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -386 -100.0% Q3 2025 Nov 10, 2025
Bogart Wealth, LLC History Closed out 0 0 0.0% -300 -100.0% Q3 2025 Oct 27, 2025
Groupe la Francaise History Closed out 0 0 0.0% -242 -100.0% Q3 2025 Nov 13, 2025
Asset Planning,Inc History Closed out 0 0 0.0% -215 -100.0% Q3 2025 Oct 23, 2025
Wealthspire Advisors, LLC History Closed out 0 0 -101 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History New 87 0 +87 New Q4 2025 Feb 13, 2026
Navalign, LLC History New 50 0 +50 New Q4 2025 Feb 05, 2026
True Wealth Design, LLC History Added to 108 0 +42 63.64% Q4 2025 Jan 08, 2026
Allworth Financial LP History New 36 0 +36 New Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History New 26 0 +26 New Q4 2025 Jan 23, 2026
Motiv8 Investments LLC History New 25 0 +25 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 4 0 -10 -71.43% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 69 0 +7 11.29% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History New 3 0 +3 New Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Added to 9 0 +2 28.57% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 2 0 +1 100.0% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History No change 55 0 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 56 0 0 0.0% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History No change 1 0 0 0.0% Q4 2025 Feb 09, 2026
MAI Capital Management History No change 12 0 0 0.0% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History No change 60 0 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 2 0 0 0.0% Q4 2025 Jan 14, 2026
Kilter Group LLC History No change 90 0 0 0.0% Q4 2025 Feb 13, 2026