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Kulr Technology Group Inc (KULR)

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vanguard Group Inc
INCREASED
Shares8,500,103 from 8,247,336
Change+252,767 (+3%)
Value$11.2M (-$18.1M)
Filed 2025-05-09
BlackRock, Inc.
DECREASED
Shares3,452,331 from 3,865,958
Change-413,627 (-11%)
Value$4.6M (-$9.2M)
Filed 2025-05-02
Geode Capital Management, LLC
INCREASED
Shares2,022,646 from 1,738,346
Change+284,300 (+16%)
Value$2.7M (-$3.5M)
Filed 2025-05-13
Millennium Management LLC
INCREASED
Shares1,773,260 from 249,228
Change+1,524,032 (+612%)
Value$2.3M (+$1.5M)
Filed 2025-05-15
UBS Group AG
DECREASED
Shares1,632,769 from 1,809,004
Change-176,235 (-10%)
Value$2.2M (-$4.3M)
Filed 2025-05-13
Susquehanna International Group, LLP
INCREASED
Shares1,613,790 from 617,593
Change+996,197 (+161%)
Value$2.1M (-$62.3K)
Filed 2025-05-14
Goldman Sachs Group Inc
INCREASED
Shares977,318 from 538,792
Change+438,526 (+81%)
Value$1.3M (-$622.7K)
Filed 2025-06-27
Marshall Wace, LLP
INCREASED
Shares829,387 from 55,600
Change+773,787 (+1392%)
Value$1.1M (+$897.4K)
Filed 2025-05-15
State Street Corp
INCREASED
Shares808,372 from 704,772
Change+103,600 (+15%)
Value$1.1M (-$1.4M)
Filed 2025-05-15
Squarepoint Ops LLC
INCREASED
Shares717,947 from 19,349
Change+698,598 (+3611%)
Value$947.7K (+$879.0K)
Filed 2025-08-27
Cetera Investment Advisers
NEW
Shares563,549
Change+563,549
Value$743.9K
Filed 2025-05-06
Peak6 LLC
NEW
Shares440,400
Change+440,400
Value$581.3K
Filed 2025-05-14
Group One Trading LLC
INCREASED
Shares437,959 from 322,000
Change+115,959 (+36%)
Value$578.1K (-$565.0K)
Filed 2025-05-14
Northern Trust Corp
INCREASED
Shares403,997 from 373,815
Change+30,182 (+8%)
Value$533.3K (-$793.8K)
Filed 2025-05-13
Bulltick Wealth Management, LLC
NEW
Shares350,000
Change+350,000
Value$462.0K
Filed 2025-05-13
Bank of America Corp
DECREASED
Shares246,749 from 297,769
Change-51,020 (-17%)
Value$325.7K (-$731.4K)
Filed 2025-05-15
Quadrature Capital Ltd
NEW
Shares240,629
Change+240,629
Value$314.0K
Filed 2025-05-13
Citadel Advisors LLC
NEW
Shares231,956
Change+231,956
Value$306.2K
Filed 2025-05-15
Balyasny Asset Management L.P.
NEW
Shares197,823
Change+197,823
Value$261.1K
Filed 2025-05-15
National Bank of Canada
NEW
Shares184,630
Change+184,630
Value$240.0K
Filed 2025-05-12
Omers Administration Corp
DECREASED
Shares169,000 from 346,800
Change-177,800 (-51%)
Value$223.1K (-$1.0M)
Filed 2025-05-14
Jane Street Group, LLC
DECREASED
Shares168,186 from 547,408
Change-379,222 (-69%)
Value$222.0K (-$1.7M)
Filed 2025-05-19
Price T Rowe Associates Inc
DECREASED
Shares157,900 from 180,300
Change-22,400 (-12%)
Value$209 (-$432)
Filed 2025-05-14
Jain Global LLC
NEW
Shares148,362
Change+148,362
Value$195.8K
Filed 2025-05-15
Morgan Stanley
INCREASED
Shares138,992 from 127,120
Change+11,872 (+9%)
Value$183.5K (-$267.8K)
Filed 2025-05-15
Simplex Trading, LLC
INCREASED
Shares134,412 from 12,094
Change+122,318 (+1011%)
Value$177 (+$135)
Filed 2025-05-12
Charles Schwab Investment Management Inc
UNCHANGED
Shares113,471 from 113,471
Change0 (0%)
Value$149.8K (-$253.0K)
Filed 2025-09-15
XTX Topco Ltd
NEW
Shares102,974
Change+102,974
Value$135.9K
Filed 2025-05-08
Commonwealth Equity Services, LLC
INCREASED
Shares92,558 from 80,395
Change+12,163 (+15%)
Value$122 (-$163)
Filed 2025-05-09
Fortem Financial Group, LLC
INCREASED
Shares89,082 from 84,082
Change+5,000 (+6%)
Value$117.6K (-$180.9K)
Filed 2025-05-01
Tower Research Capital LLC (TRC)
INCREASED
Shares81,892 from 25
Change+81,867 (+327468%)
Value$108.1K (+$108.0K)
Filed 2025-05-15
Arkadios Wealth Advisors
NEW
Shares78,000
Change+78,000
Value$103.0K
Filed 2025-05-08
Schonfeld Strategic Advisors LLC
INCREASED
Shares67,579 from 25,200
Change+42,379 (+168%)
Value$89.2K (-$257)
Filed 2025-05-15
Asset Management One Co., Ltd.
NEW
Shares65,468
Change+65,468
Value$86.4K
Filed 2025-04-23
Raymond James Financial Inc
INCREASED
Shares62,861 from 33,848
Change+29,013 (+86%)
Value$83.0K (-$37.2K)
Filed 2025-05-13
SBI Securities Co., Ltd.
INCREASED
Shares57,860 from 27,178
Change+30,682 (+113%)
Value$76.4K (-$20.1K)
Filed 2025-05-02
Wolverine Trading, LLC
DECREASED
Shares49,817 from 72,622
Change-22,805 (-31%)
Value$72.7K (-$227.9K)
Filed 2025-05-15
Sanctuary Advisors, LLC
INCREASED
Shares44,650 from 30,350
Change+14,300 (+47%)
Value$58.9K (-$7.5K)
Filed 2026-01-06
GTS Securities LLC
NEW
Shares42,287
Change+42,287
Value$55.8K
Filed 2025-05-15
LPL Financial LLC
INCREASED
Shares41,817 from 31,076
Change+10,741 (+35%)
Value$55.2K (-$55.1K)
Filed 2025-05-07
Hudson Bay Capital Management LP
NEW
Shares41,780
Change+41,780
Value$55.2K
Filed 2025-05-14
Caption Management, LLC
NEW
Shares40,039
Change+40,039
Value$52.9K
Filed 2025-05-15
Marex Group Ltd
NEW
Shares37,569
Change+37,569
Value$49.6K
Filed 2026-04-02
Osaic Holdings, Inc.
INCREASED
Shares33,914 from 10,894
Change+23,020 (+211%)
Value$44.8K (+$6.1K)
Filed 2025-05-12
Two Sigma Investments, LP
INCREASED
Shares30,061 from 20,199
Change+9,862 (+49%)
Value$39.7K (-$32.0K)
Filed 2025-05-15
Caitong International Asset Management Co., Ltd
NEW
Shares29,965
Change+29,965
Value$39.6K
Filed 2025-05-13
Banco Santander, S.A.
INCREASED
Shares29,564 from 25,038
Change+4,526 (+18%)
Value$39.0K (-$49.9K)
Filed 2025-05-09
Inspirion Wealth Advisors, LLC
INCREASED
Shares28,645 from 28,500
Change+145 (+1%)
Value$37.8K (-$55.1K)
Filed 2025-04-09
ExodusPoint Capital Management, LP
NEW
Shares26,551
Change+26,551
Value$35
Filed 2025-05-14
Calamos Advisors LLC
NEW
Shares25,700
Change+25,700
Value$33.9K
Filed 2025-04-29
Victory Capital Management Inc
INCREASED
Shares24,672 from 24,563
Change+109 (+0%)
Value$32.6K (-$54.6K)
Filed 2025-05-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares22,587 from 22,370
Change+217 (+1%)
Value$29.8K (-$49.6K)
Filed 2025-05-14
Valeo Financial Advisors, LLC
NEW
Shares22,264
Change+22,264
Value$29.4K
Filed 2025-04-30
Royal Bank of Canada
INCREASED
Shares21,790 from 1,837
Change+19,953 (+1086%)
Value$29.0K (+$22.0K)
Filed 2025-11-21
Two Sigma Securities, LLC
NEW
Shares20,348
Change+20,348
Value$26.9K
Filed 2025-05-15
OneAscent Financial Services LLC
DECREASED
Shares20,239 from 146,798
Change-126,559 (-86%)
Value$27 (-$494)
Filed 2025-05-05
NorthCoast Asset Management LLC
NEW
Shares20,000
Change+20,000
Value$26.4K
Filed 2025-05-19
Guardian Partners Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$24.8K (-$30.8K)
Filed 2025-05-16
Schnieders Capital Management LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$26.4K (-$44.6K)
Filed 2025-05-09
Capstone Investment Advisors, LLC
NEW
Shares19,868
Change+19,868
Value$26.2K
Filed 2025-05-15
Accel Wealth Management
INCREASED
Shares19,600 from 17,600
Change+2,000 (+11%)
Value$25.9K (-$36.6K)
Filed 2025-04-10
Wells Fargo & Company
INCREASED
Shares19,000 from 4,000
Change+15,000 (+375%)
Value$25.1K (+$10.9K)
Filed 2025-05-13
Bank of New York Mellon Corp
DECREASED
Shares16,014 from 16,015
Change-1 (0%)
Value$21.1K (-$35.7K)
Filed 2025-04-29
Concurrent Investment Advisors, LLC
INCREASED
Shares15,831 from 12,631
Change+3,200 (+25%)
Value$20.9K (-$23.9K)
Filed 2025-04-29
PFS Partners, LLC
DECREASED
Shares15,644 from 20,000
Change-4,356 (-22%)
Value$20.7K (-$50.3K)
Filed 2025-04-14
Dynamic Technology Lab Private Ltd
NEW
Shares15,052
Change+15,052
Value$20.0K
Filed 2025-05-16
Alteri Wealth LLC
DECREASED
Shares15,000 from 16,000
Change-1,000 (-6%)
Value$19.8K (-$37.0K)
Filed 2025-05-07
PNC Financial Services Group, Inc.
NEW
Shares14,500
Change+14,500
Value$19.1K
Filed 2025-05-09
TradeLink Capital LLC
NEW
Shares14,200
Change+14,200
Value$19
Filed 2025-05-08
Independent Advisor Alliance
NEW
Shares13,680
Change+13,680
Value$18.1K
Filed 2025-05-12
CTC Alternative Strategies, Ltd.
NEW
Shares13,600
Change+13,600
Value$18.0K
Filed 2025-05-16
Verition Fund Management LLC
NEW
Shares12,400
Change+12,400
Value$16.4K
Filed 2025-05-15
Creative Planning
INCREASED
Shares12,362 from 12,162
Change+200 (+2%)
Value$16.3K (-$26.9K)
Filed 2025-05-15
Kestra Private Wealth Services, LLC
INCREASED
Shares12,260 from 10,260
Change+2,000 (+19%)
Value$16.2K (-$20.2K)
Filed 2025-05-05
Kellett Wealth Advisors, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$15.8K (-$26.8K)
Filed 2025-04-23
Mariner, LLC
NEW
Shares11,550
Change+11,550
Value$15.2K
Filed 2025-05-15
MAI Capital Management
INCREASED
Shares10,500 from 500
Change+10,000 (+2000%)
Value$13.9K (+$12.1K)
Filed 2025-05-15
CWM, LLC
UNCHANGED
Shares10,275 from 10,275
Change0 (0%)
Value$14 (-$22)
Filed 2025-05-01
Kestra Advisory Services, LLC
NEW
Shares10,000
Change+10,000
Value$13.2K
Filed 2025-05-14
Chapin Davis, Inc.
DECREASED
Shares10,000 from 90,000
Change-80,000 (-89%)
Value$13.2K (-$12.5K)
Filed 2025-04-23
LRI Investments, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$13.2K (-$22.3K)
Filed 2025-05-01
Jones Financial Companies Lllp
INCREASED
Shares2,647 from 1,932
Change+715 (+37%)
Value$3.9K (-$3.0K)
Filed 2025-05-28
Flaharty Asset Management, LLC
NEW
Shares1,500
Change+1,500
Value$2.0K
Filed 2025-05-20
Spire Wealth Management
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$1.7K (-$2.9K)
Filed 2025-04-23
Farther Finance Advisors, LLC
INCREASED
Shares1,150 from 400
Change+750 (+188%)
Value$1.4K (+$29)
Filed 2025-04-14
Westside Investment Management, Inc.
NEW
Shares1,000
Change+1,000
Value$1.3K
Filed 2025-04-25
SOA Wealth Advisors, Llc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.3K (-$2.2K)
Filed 2025-04-14
BFC Planning, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.3K (-$2.2K)
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.3K (-$2.2K)
Filed 2026-10-30
FMR LLC
NEW
Shares686
Change+686
Value$906
Filed 2026-11-05
US Bancorp \de\
NEW
Shares451
Change+451
Value$595
Filed 2025-05-08
Bartlett & Co. Wealth Management LLC
NEW
Shares450
Change+450
Value$594
Filed 2025-04-24
Federation des caisses Desjardins du Quebec
NEW
Shares370
Change+370
Value$488
Filed 2025-05-15
ORG Partners LLC
NEW
Shares200
Change+200
Value$252
Filed 2025-04-21
Anfield Capital Management, LLC
NEW
Shares20
Change+20
Value$26
Filed 2025-05-13
JPMorgan Chase & Co
DECREASED
Shares1 from 39,047
Change-39,046 (-100%)
Value$1 (-$138.6K)
Filed 2025-05-12
Belvedere Trading LLC
CLOSED
Shares0 from 17,814
Change-17,814 (-100%)
Value$0 (-$63.2K)
Filed 2025-05-09
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 17,684
Change-17,684 (-100%)
Value$0 (-$62.8K)
Filed 2025-05-07
International Assets Investment Management, LLC
CLOSED
Shares0 from 15,700
Change-15,700 (-100%)
Value$0 (-$47.7K)
Filed 2025-04-23
Gotham Asset Management, LLC
CLOSED
Shares0 from 11,115
Change-11,115 (-100%)
Value$0 (-$39.5K)
Filed 2025-05-15
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$17.8K)
Filed 2025-05-13
IFP Advisors, Inc
CLOSED
Shares0 from 4,650
Change-4,650 (-100%)
Value$0 (-$16.5K)
Filed 2025-05-05
Nfsg Corp
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$7.1K)
Filed 2025-05-15
Larson Financial Group LLC
CLOSED
Shares0 from 1,875
Change-1,875 (-100%)
Value$0 (-$6.7K)
Filed 2025-05-02
Pineridge Advisors LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$722)
Filed 2025-04-30
Tucker Asset Management LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$710)
Filed 2026-01-06
Harbour Investments, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$355)
Filed 2025-05-08
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$206)
Filed 2025-04-28
CoreCap Advisors, LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$149)
Filed 2025-05-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Maiden Cove Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Kolinsky Wealth Management, LLC
N/A
Shares— from 11,760
Change-11,760 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 11,597
Change-11,597 (-100%)
Value—
Status
Vanguard Group Inc
INCREASED8,500,1038,247,336+252,767+3%$29.3M$11.2M-$18.1M2025-05-09
BlackRock, Inc.
DECREASED3,452,3313,865,958-413,627-11%$13.7M$4.6M-$9.2M2025-05-02
Geode Capital Management, LLC
INCREASED2,022,6461,738,346+284,300+16%$6.2M$2.7M-$3.5M2025-05-13
Millennium Management LLC
INCREASED1,773,260249,228+1,524,032+612%$884.8K$2.3M+$1.5M2025-05-15
UBS Group AG
DECREASED1,632,7691,809,004-176,235-10%$6.4M$2.2M-$4.3M2025-05-13
Susquehanna International Group, LLP
INCREASED1,613,790617,593+996,197+161%$2.2M$2.1M-$62.3K2025-05-14
Goldman Sachs Group Inc
INCREASED977,318538,792+438,526+81%$1.9M$1.3M-$622.7K2025-06-27
Marshall Wace, LLP
INCREASED829,38755,600+773,787+1392%$197.4K$1.1M+$897.4K2025-05-15
State Street Corp
INCREASED808,372704,772+103,600+15%$2.5M$1.1M-$1.4M2025-05-15
Squarepoint Ops LLC
INCREASED717,94719,349+698,598+3611%$68.7K$947.7K+$879.0K2025-08-27
Cetera Investment Advisers
NEW563,549—+563,549——$743.9K—2025-05-06
Peak6 LLC
NEW440,400—+440,400——$581.3K—2025-05-14
Group One Trading LLC
INCREASED437,959322,000+115,959+36%$1.1M$578.1K-$565.0K2025-05-14
Northern Trust Corp
INCREASED403,997373,815+30,182+8%$1.3M$533.3K-$793.8K2025-05-13
Bulltick Wealth Management, LLC
NEW350,000—+350,000——$462.0K—2025-05-13
Bank of America Corp
DECREASED246,749297,769-51,020-17%$1.1M$325.7K-$731.4K2025-05-15
Quadrature Capital Ltd
NEW240,629—+240,629——$314.0K—2025-05-13
Citadel Advisors LLC
NEW231,956—+231,956——$306.2K—2025-05-15
Balyasny Asset Management L.P.
NEW197,823—+197,823——$261.1K—2025-05-15
National Bank of Canada
NEW184,630—+184,630——$240.0K—2025-05-12
Omers Administration Corp
DECREASED169,000346,800-177,800-51%$1.2M$223.1K-$1.0M2025-05-14
Jane Street Group, LLC
DECREASED168,186547,408-379,222-69%$1.9M$222.0K-$1.7M2025-05-19
Price T Rowe Associates Inc
DECREASED157,900180,300-22,400-12%$641$209-$4322025-05-14
Jain Global LLC
NEW148,362—+148,362——$195.8K—2025-05-15
Morgan Stanley
INCREASED138,992127,120+11,872+9%$451.3K$183.5K-$267.8K2025-05-15
Simplex Trading, LLC
INCREASED134,41212,094+122,318+1011%$42$177+$1352025-05-12
Charles Schwab Investment Management Inc
UNCHANGED113,471113,47100%$402.8K$149.8K-$253.0K2025-09-15
XTX Topco Ltd
NEW102,974—+102,974——$135.9K—2025-05-08
Commonwealth Equity Services, LLC
INCREASED92,55880,395+12,163+15%$285$122-$1632025-05-09
Fortem Financial Group, LLC
INCREASED89,08284,082+5,000+6%$298.5K$117.6K-$180.9K2025-05-01
Tower Research Capital LLC (TRC)
INCREASED81,89225+81,867+327468%$89$108.1K+$108.0K2025-05-15
Arkadios Wealth Advisors
NEW78,000—+78,000——$103.0K—2025-05-08
Schonfeld Strategic Advisors LLC
INCREASED67,57925,200+42,379+168%$89.5K$89.2K-$2572025-05-15
Asset Management One Co., Ltd.
NEW65,468—+65,468——$86.4K—2025-04-23
Raymond James Financial Inc
INCREASED62,86133,848+29,013+86%$120.2K$83.0K-$37.2K2025-05-13
SBI Securities Co., Ltd.
INCREASED57,86027,178+30,682+113%$96.5K$76.4K-$20.1K2025-05-02
Wolverine Trading, LLC
DECREASED49,81772,622-22,805-31%$300.7K$72.7K-$227.9K2025-05-15
Sanctuary Advisors, LLC
INCREASED44,65030,350+14,300+47%$66.5K$58.9K-$7.5K2026-01-06
GTS Securities LLC
NEW42,287—+42,287——$55.8K—2025-05-15
LPL Financial LLC
INCREASED41,81731,076+10,741+35%$110.3K$55.2K-$55.1K2025-05-07
Hudson Bay Capital Management LP
NEW41,780—+41,780——$55.2K—2025-05-14
Caption Management, LLC
NEW40,039—+40,039——$52.9K—2025-05-15
Marex Group Ltd
NEW37,569—+37,569——$49.6K—2026-04-02
Osaic Holdings, Inc.
INCREASED33,91410,894+23,020+211%$38.7K$44.8K+$6.1K2025-05-12
Two Sigma Investments, LP
INCREASED30,06120,199+9,862+49%$71.7K$39.7K-$32.0K2025-05-15
Caitong International Asset Management Co., Ltd
NEW29,965—+29,965——$39.6K—2025-05-13
Banco Santander, S.A.
INCREASED29,56425,038+4,526+18%$88.9K$39.0K-$49.9K2025-05-09
Inspirion Wealth Advisors, LLC
INCREASED28,64528,500+145+1%$92.9K$37.8K-$55.1K2025-04-09
ExodusPoint Capital Management, LP
NEW26,551—+26,551——$35—2025-05-14
Calamos Advisors LLC
NEW25,700—+25,700——$33.9K—2025-04-29
Victory Capital Management Inc
INCREASED24,67224,563+109+0%$87.2K$32.6K-$54.6K2025-05-02
Joseph P. Lucia & Associates, LLC
INCREASED22,58722,370+217+1%$79.4K$29.8K-$49.6K2025-05-14
Valeo Financial Advisors, LLC
NEW22,264—+22,264——$29.4K—2025-04-30
Royal Bank of Canada
INCREASED21,7901,837+19,953+1086%$7.0K$29.0K+$22.0K2025-11-21
Two Sigma Securities, LLC
NEW20,348—+20,348——$26.9K—2025-05-15
OneAscent Financial Services LLC
DECREASED20,239146,798-126,559-86%$521$27-$4942025-05-05
NorthCoast Asset Management LLC
NEW20,000—+20,000——$26.4K—2025-05-19
Guardian Partners Inc.
UNCHANGED20,00020,00000%$55.6K$24.8K-$30.8K2025-05-16
Schnieders Capital Management LLC
UNCHANGED20,00020,00000%$71.0K$26.4K-$44.6K2025-05-09
Capstone Investment Advisors, LLC
NEW19,868—+19,868——$26.2K—2025-05-15
Accel Wealth Management
INCREASED19,60017,600+2,000+11%$62.5K$25.9K-$36.6K2025-04-10
Wells Fargo & Company
INCREASED19,0004,000+15,000+375%$14.2K$25.1K+$10.9K2025-05-13
Bank of New York Mellon Corp
DECREASED16,01416,015-10%$56.9K$21.1K-$35.7K2025-04-29
Concurrent Investment Advisors, LLC
INCREASED15,83112,631+3,200+25%$44.8K$20.9K-$23.9K2025-04-29
PFS Partners, LLC
DECREASED15,64420,000-4,356-22%$71.0K$20.7K-$50.3K2025-04-14
Dynamic Technology Lab Private Ltd
NEW15,052—+15,052——$20.0K—2025-05-16
Alteri Wealth LLC
DECREASED15,00016,000-1,000-6%$56.8K$19.8K-$37.0K2025-05-07
PNC Financial Services Group, Inc.
NEW14,500—+14,500——$19.1K—2025-05-09
TradeLink Capital LLC
NEW14,200—+14,200——$19—2025-05-08
Independent Advisor Alliance
NEW13,680—+13,680——$18.1K—2025-05-12
CTC Alternative Strategies, Ltd.
NEW13,600—+13,600——$18.0K—2025-05-16
Verition Fund Management LLC
NEW12,400—+12,400——$16.4K—2025-05-15
Creative Planning
INCREASED12,36212,162+200+2%$43.2K$16.3K-$26.9K2025-05-15
Kestra Private Wealth Services, LLC
INCREASED12,26010,260+2,000+19%$36.4K$16.2K-$20.2K2025-05-05
Kellett Wealth Advisors, LLC
UNCHANGED12,00012,00000%$42.6K$15.8K-$26.8K2025-04-23
Mariner, LLC
NEW11,550—+11,550——$15.2K—2025-05-15
MAI Capital Management
INCREASED10,500500+10,000+2000%$1.8K$13.9K+$12.1K2025-05-15
CWM, LLC
UNCHANGED10,27510,27500%$36$14-$222025-05-01
Kestra Advisory Services, LLC
NEW10,000—+10,000——$13.2K—2025-05-14
Chapin Davis, Inc.
DECREASED10,00090,000-80,000-89%$25.7K$13.2K-$12.5K2025-04-23
LRI Investments, LLC
UNCHANGED10,00010,00000%$35.5K$13.2K-$22.3K2025-05-01
Jones Financial Companies Lllp
INCREASED2,6471,932+715+37%$6.9K$3.9K-$3.0K2025-05-28
Flaharty Asset Management, LLC
NEW1,500—+1,500——$2.0K—2025-05-20
Spire Wealth Management
UNCHANGED1,2991,29900%$4.6K$1.7K-$2.9K2025-04-23
Farther Finance Advisors, LLC
INCREASED1,150400+750+188%$1.4K$1.4K+$292025-04-14
Westside Investment Management, Inc.
NEW1,000—+1,000——$1.3K—2025-04-25
SOA Wealth Advisors, Llc.
UNCHANGED1,0001,00000%$3.6K$1.3K-$2.2K2025-04-14
BFC Planning, Inc.
UNCHANGED1,0001,00000%$3.6K$1.3K-$2.2K2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED1,0001,00000%$3.6K$1.3K-$2.2K2026-10-30
FMR LLC
NEW686—+686——$906—2026-11-05
US Bancorp \de\
NEW451—+451——$595—2025-05-08
Bartlett & Co. Wealth Management LLC
NEW450—+450——$594—2025-04-24
Federation des caisses Desjardins du Quebec
NEW370—+370——$488—2025-05-15
ORG Partners LLC
NEW200—+200——$252—2025-04-21
Anfield Capital Management, LLC
NEW20—+20——$26—2025-05-13
JPMorgan Chase & Co
DECREASED139,047-39,046-100%$138.6K$1-$138.6K2025-05-12
Belvedere Trading LLC
CLOSED017,814-17,814-100%$63.2K$0-$63.2K2025-05-09
Foundations Investment Advisors, LLC
CLOSED017,684-17,684-100%$62.8K$0-$62.8K2025-05-07
International Assets Investment Management, LLC
CLOSED015,700-15,700-100%$47.7K$0-$47.7K2025-04-23
Gotham Asset Management, LLC
CLOSED011,115-11,115-100%$39.5K$0-$39.5K2025-05-15
Steward Partners Investment Advisory, LLC
CLOSED05,000-5,000-100%$17.8K$0-$17.8K2025-05-13
IFP Advisors, Inc
CLOSED04,650-4,650-100%$16.5K$0-$16.5K2025-05-05
Nfsg Corp
CLOSED02,000-2,000-100%$7.1K$0-$7.1K2025-05-15
Larson Financial Group LLC
CLOSED01,875-1,875-100%$6.7K$0-$6.7K2025-05-02
Pineridge Advisors LLC
CLOSED0203-203-100%$722$0-$7222025-04-30
Tucker Asset Management LLC
CLOSED0200-200-100%$710$0-$7102026-01-06
Harbour Investments, Inc.
CLOSED0100-100-100%$355$0-$3552025-05-08
Vermillion Wealth Management, Inc.
CLOSED058-58-100%$206$0-$2062025-04-28
CoreCap Advisors, LLC
CLOSED042-42-100%$149$0-$1492025-05-09
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Maiden Cove Capital, LLC
N/A—20,000-20,000-100%$71.0K———
Kolinsky Wealth Management, LLC
N/A—11,760-11,760-100%$251.1K———
Brevan Howard Capital Management LP
N/A—11,597-11,597-100%$41.2K———
Showing 113 of 113 institutions