Uber Technologies Inc

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Voya Investment Management LLC

DECREASED

Shares328,040,000 from 383,970,000

Change-55,930,000 (-15%)

Value$400.4M (-$60.2M)

Filed 2025-10-09

Sona Asset Management (US) LLC

INCREASED

Shares113,615,000 from 96,456,000

Change+17,159,000 (+18%)

Value$138.6M (+$22.9M)

Filed 2025-11-14

Steelhead Partners LLC

DECREASED

Shares66,847,000 from 70,000,000

Change-3,153,000 (-4%)

Value$81.6M (-$2.4M)

Filed 2025-11-14

Universal- Beteiligungs- und Servicegesellschaft mbH

DECREASED

Shares52,554,000 from 58,554,000

Change-6,000,000 (-10%)

Value$64.1M (-$6.1M)

Filed 2025-10-30

Two Sigma Investments, LP

NEW

Shares50,500,000

Change+50,500,000

Value$61.5M

Filed 2025-11-14

Shaolin Capital Management LLC

NEW

Shares44,500,000

Change+44,500,000

Value$54.3M

Filed 2025-11-14

Franklin Resources Inc

UNCHANGED

Shares38,000,000 from 38,000,000

Change0 (0%)

Value$46.4M (+$798.0K)

Filed 2025-11-13

Highbridge Capital Management LLC

UNCHANGED

Shares35,083,000 from 35,083,000

Change0 (0%)

Value$42.8M (+$769.4K)

Filed 2025-11-10

Wellesley Asset Management

DECREASED

Shares32,878,000 from 33,524,000

Change-646,000 (-2%)

Value$39.6M (-$297.3K)

Filed 2025-10-21

Ovata Capital Management Ltd

NEW

Shares30,530,000

Change+30,530,000

Value$37.3M

Filed 2025-11-21

Point72 Asset Management, L.P.

INCREASED

Shares29,000,000 from 25,000,000

Change+4,000,000 (+16%)

Value$35.4M (+$5.1M)

Filed 2025-11-14

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

DECREASED

Shares25,000,000 from 28,000,000

Change-3,000,000 (-11%)

Value$30.5M (-$3.0M)

Filed 2025-11-14

Lord, Abbett & Co. LLC

INCREASED

Shares22,537,000 from 21,105,000

Change+1,432,000 (+7%)

Value$27.5K (+$2.2K)

Filed 2025-11-13

State Street Corp

INCREASED

Shares22,400,000 from 22,361,000

Change+39,000 (+0%)

Value$27.3M (+$609.4K)

Filed 2025-11-14

Jump Financial, LLC

NEW

Shares20,000,000

Change+20,000,000

Value$24.4M

Filed 2026-08-13

D. E. Shaw & Co., Inc.

NEW

Shares18,050,000

Change+18,050,000

Value$22.0M

Filed 2025-11-14

Calamos Advisors LLC

DECREASED

Shares16,637,000 from 16,707,000

Change-70,000 (0%)

Value$20.3M (+$272.1K)

Filed 2025-10-20

Advent Capital Management

DECREASED

Shares15,340,000 from 36,346,000

Change-21,006,000 (-58%)

Value$18.7M (-$24.9M)

Filed 2025-11-13

FMR LLC

DECREASED

Shares12,768,000 from 13,636,000

Change-868,000 (-6%)

Value$15.6M (-$770.9K)

Filed 2025-11-13

Millennium Management LLC

UNCHANGED

Shares12,000,000 from 12,000,000

Change0 (0%)

Value$14.6M (+$228.0K)

Filed 2025-11-14

Magnetar Financial LLC

INCREASED

Shares11,937,000 from 11,437,000

Change+500,000 (+4%)

Value$14.6M (+$864.4K)

Filed 2025-11-13

BlackRock, Inc.

DECREASED

Shares10,980,000 from 11,230,000

Change-250,000 (-2%)

Value$13.4M (-$68.7K)

Filed 2025-11-12

Morgan Stanley

INCREASED

Shares10,769,000 from 8,845,000

Change+1,924,000 (+22%)

Value$13.1M (+$2.5M)

Filed 2026-05-27

SSI Investment Management LLC

DECREASED

Shares9,351,000 from 9,780,000

Change-429,000 (-4%)

Value$11.4M (-$317.1K)

Filed 2025-10-28

Healthcare of Ontario Pension Plan Trust Fund

NEW

Shares7,500,000

Change+7,500,000

Value$9.2M

Filed 2025-11-13

Mizuho Securities USA LLC

INCREASED

Shares6,920,000 from 1,000,000

Change+5,920,000 (+592%)

Value$8.6M (+$7.4M)

Filed 2025-10-22

Thrivent Financial for Lutherans

DECREASED

Shares6,403,000 from 6,938,000

Change-535,000 (-8%)

Value$7.8K (-$506)

Filed 2025-11-04

Citigroup Inc

DECREASED

Shares5,777,000 from 5,892,000

Change-115,000 (-2%)

Value$7.0M (-$16.3K)

Filed 2025-11-10

Shenkman Capital Management Inc

UNCHANGED

Shares5,694,000 from 5,694,000

Change0 (0%)

Value$6.9M (+$481.1K)

Filed 2025-11-10

Walleye Capital LLC

INCREASED

Shares5,553,000 from 1,510,000

Change+4,043,000 (+268%)

Value$6.8M (+$5.0M)

Filed 2025-11-14

Water Island Capital LLC

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$6.1M (+$105.0K)

Filed 2025-11-14

RWC Asset Management LLP

DECREASED

Shares4,465,000 from 4,800,000

Change-335,000 (-7%)

Value$5.5M (-$301.3K)

Filed 2025-10-27

Lazard Asset Management LLC

DECREASED

Shares4,395,000 from 46,155,000

Change-41,760,000 (-90%)

Value$53.6K (-$1.7K)

Filed 2025-11-14

Wells Fargo & Company

INCREASED

Shares4,041,000 from 2,566,000

Change+1,475,000 (+57%)

Value$4.9M (+$1.9M)

Filed 2025-11-13

Skaana Management L.P.

NEW

Shares4,000,000

Change+4,000,000

Value$4.9M

Filed 2025-11-12

Jefferies Financial Group Inc.

INCREASED

Shares3,530,000 from 3,395,000

Change+135,000 (+4%)

Value$4.3M (+$244.7K)

Filed 2025-11-13

Toronto Dominion Bank

NEW

Shares3,434,000

Change+3,434,000

Value$4.2M

Filed 2025-11-14

BNP Paribas Financial Markets

DECREASED

Shares3,343,000 from 36,709,000

Change-33,366,000 (-91%)

Value$4.1M (-$39.9M)

Filed 2025-11-13

Allianz Asset Management GmbH

DECREASED

Shares3,000,000 from 7,000,000

Change-4,000,000 (-57%)

Value$3.6M (-$4.6M)

Filed 2025-11-04

Man Group plc

INCREASED

Shares2,940,000 from 2,750,000

Change+190,000 (+7%)

Value$3.6M (+$321.3K)

Filed 2025-11-14

Macquarie Group LTD

UNCHANGED

Shares2,639,000 from 2,639,000

Change0 (0%)

Value$3.2M (+$56.0K)

Filed 2025-11-13

JPMorgan Chase & Co

DECREASED

Shares2,560,000 from 5,207,000

Change-2,647,000 (-51%)

Value$3.1M (-$3.1M)

Filed 2025-11-26

New York State Common Retirement Fund

DECREASED

Shares2,363,000 from 5,637,000

Change-3,274,000 (-58%)

Value$2.9M (-$3.9M)

Filed 2025-11-03

Manufacturers Life Insurance Company, the

NEW

Shares1,950,000

Change+1,950,000

Value$2.4M

Filed 2025-11-14

Mint Tower Capital Management B.V.

NEW

Shares1,865,000

Change+1,865,000

Value$2.3K

Filed 2025-11-12

AXA Investment Managers S.A.

NEW

Shares1,750,000

Change+1,750,000

Value$1.7M

Filed 2025-11-14

Bank of New York Mellon Corp

INCREASED

Shares1,700,000 from 600,000

Change+1,100,000 (+183%)

Value$2.1M (+$1.4M)

Filed 2025-11-03

Bank of America Corp

INCREASED

Shares1,627,400 from 476,400

Change+1,151,000 (+242%)

Value$2.0M (+$1.4M)

Filed 2026-02-03

Royal Bank of Canada

DECREASED

Shares1,610,000 from 20,101,000

Change-18,491,000 (-92%)

Value$2.0M (-$22.1M)

Filed 2025-11-14

Deutsche Bank Ag\

UNCHANGED

Shares1,289,000 from 1,289,000

Change0 (0%)

Value$1.6M (+$27.1K)

Filed 2025-11-13

Calamos Wealth Management LLC

DECREASED

Shares643,000 from 683,000

Change-40,000 (-6%)

Value$784.6K (-$34.2K)

Filed 2025-10-20

Jane Street Group, LLC

DECREASED

Shares529,000 from 1,125,000

Change-596,000 (-53%)

Value$645.4K (-$701.0K)

Filed 2025-11-14

Flossbach VON Storch SE

UNCHANGED

Shares500,000 from 500,000

Change0 (0%)

Value$610.1K (+$10.7K)

Filed 2025-11-03

Barclays PLC

NEW

Shares455,000

Change+455,000

Value$555.7K

Filed 2026-03-31

Central Pacific Bank - Trust Division

UNCHANGED

Shares319,000 from 319,000

Change0 (0%)

Value$388.5K (+$6.7K)

Filed 2025-10-02

Amundi

DECREASED

Shares250,000 from 580,000

Change-330,000 (-57%)

Value$310.3K (-$376.8K)

Filed 2025-11-14

Nomura Holdings Inc

INCREASED

Shares104,654 from 51,276

Change+53,378 (+104%)

Value$10.3M (+$5.5M)

Filed 2025-11-14

Cetera Investment Advisers

DECREASED

Shares91,000 from 98,000

Change-7,000 (-7%)

Value$110.8K (-$6.5K)

Filed 2025-11-14

Truist Financial Corp

UNCHANGED

Shares87,000 from 87,000

Change0 (0%)

Value$106.0K (+$1.8K)

Filed 2025-11-03

Capital Investment Advisory Services, LLC

UNCHANGED

Shares50,000 from 50,000

Change0 (0%)

Value$60.9K (+$1.1K)

Filed 2025-11-05

Stonegate Investment Group, LLC

UNCHANGED

Shares37,000 from 37,000

Change0 (0%)

Value$45.1K (+$777)

Filed 2025-11-03

LPL Financial LLC

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$36.5K (+$1.1K)

Filed 2025-11-12

Fox Hill Wealth Management

UNCHANGED

Shares28,000 from 28,000

Change0 (0%)

Value$34.0K (+$983)

Filed 2025-11-12

&partners

INCREASED

Shares24,000 from 11,000

Change+13,000 (+118%)

Value$29.2K (+$16.1K)

Filed 2025-11-14

National Philanthropic Trust

NEW

Shares23,000

Change+23,000

Value$28.0K

Filed 2026-05-15

Choreo, LLC

UNCHANGED

Shares22,000 from 22,000

Change0 (0%)

Value$26.8K (+$462)

Filed 2025-11-12

Foresight Capital Management Advisors, Inc.

UNCHANGED

Shares17,000 from 17,000

Change0 (0%)

Value$20.7K (+$597)

Filed 2025-10-16

Raymond James Financial Inc

DECREASED

Shares16,000 from 19,000

Change-3,000 (-16%)

Value$19.5K (-$3.3K)

Filed 2025-11-14

Comerica Bank

DECREASED

Shares10,000 from 13,000

Change-3,000 (-23%)

Value$12.2K (-$3.4K)

Filed 2025-11-14

US Bancorp \de\

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$6.1K (+$105)

Filed 2025-11-12

UBS Group AG

INCREASED

Shares4,330 from 3,670

Change+660 (+18%)

Value$5.3K (+$881)

Filed 2025-11-13

Rothschild Investment LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$3.7K (+$63)

Filed 2025-11-07

Northwestern Mutual Wealth Management Co

NEW

Shares1,000

Change+1,000

Value$1.2K

Filed 2025-11-14

Camden Asset Management L P

CLOSED

Shares0 from 69,311,000

Change-69,311,000 (-100%)

Value$0 (-$83.0M)

Filed 2025-11-13

Ghisallo Capital Management LLC

CLOSED

Shares0 from 10,000,000

Change-10,000,000 (-100%)

Value$0 (-$12.0M)

Filed 2025-11-14

Susquehanna Advisors Group, Inc.

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$59.9K)

Filed 2025-11-14

AXA S.A.

CLOSED

Shares0 from 4,300,000

Change-4,300,000 (-100%)

Value$0 (-$5.0M)

Filed 2025-11-14

Oaktree Capital Management LP

CLOSED

Shares0 from 1,000,000

Change-1,000,000 (-100%)

Value$0 (-$1.2M)

Filed 2025-11-13

Zazove Associates LLC

CLOSED

Shares0 from 900,000

Change-900,000 (-100%)

Value$0 (-$1.1M)

Filed 2025-10-17

Sonora Investment Management Group, LLC

CLOSED

Shares0 from 790,000

Change-790,000 (-100%)

Value$0 (-$932.5K)

Filed 2025-10-07

American Century Companies Inc

CLOSED

Shares0 from 557,000

Change-557,000 (-100%)

Value$0 (-$668.1K)

Filed 2025-11-12

Russell Investments Group, Ltd.

CLOSED

Shares0 from 333,000

Change-333,000 (-100%)

Value$0 (-$399.2K)

Filed 2025-11-13

AQR Arbitrage LLC

CLOSED

Shares0 from 125,000

Change-125,000 (-100%)

Value$0 (-$149.9K)

Filed 2025-11-14

SG Americas Securities, LLC

CLOSED

Shares0 from 42,050

Change-42,050 (-100%)

Value$0 (-$5.0K)

Filed 2025-10-23

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 34,000

Change-34,000 (-100%)

Value$0 (-$40.7K)

Filed 2025-11-12

Blue Trust, Inc.

CLOSED

Shares0 from 18,000

Change-18,000 (-100%)

Value$0 (-$21.5K)

Filed 2025-10-16

Insigneo Advisory Services, LLC

CLOSED

Shares0 from 14,000

Change-14,000 (-100%)

Value$0 (-$16.8K)

Filed 2025-11-12

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$11.9K)

Filed 2025-10-29

Kestra Advisory Services, LLC

CLOSED

Shares0 from 2,764

Change-2,764 (-100%)

Value$0 (-$257.9K)

Filed 2025-11-14

Erste Asset Management GmbH

DECREASED

Shares0 from 410,000

Change-410,000 (-100%)

Value$0 (-$490.4K)

Filed 2025-11-12

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Voya Investment Management LLC	DECREASED	328,040,000	383,970,000	-55,930,000	-15%	$460.6M	$400.4M	-$60.2M	2025-10-09
Sona Asset Management (US) LLC	INCREASED	113,615,000	96,456,000	+17,159,000	+18%	$115.7M	$138.6M	+$22.9M	2025-11-14
Steelhead Partners LLC	DECREASED	66,847,000	70,000,000	-3,153,000	-4%	$83.9M	$81.6M	-$2.4M	2025-11-14
Universal- Beteiligungs- und Servicegesellschaft mbH	DECREASED	52,554,000	58,554,000	-6,000,000	-10%	$70.2M	$64.1M	-$6.1M	2025-10-30
Two Sigma Investments, LP	NEW	50,500,000	—	+50,500,000	—	—	$61.5M	—	2025-11-14
Shaolin Capital Management LLC	NEW	44,500,000	—	+44,500,000	—	—	$54.3M	—	2025-11-14
Franklin Resources Inc	UNCHANGED	38,000,000	38,000,000	0	0%	$45.6M	$46.4M	+$798.0K	2025-11-13
Highbridge Capital Management LLC	UNCHANGED	35,083,000	35,083,000	0	0%	$42.1M	$42.8M	+$769.4K	2025-11-10
Wellesley Asset Management	DECREASED	32,878,000	33,524,000	-646,000	-2%	$39.9M	$39.6M	-$297.3K	2025-10-21
Ovata Capital Management Ltd	NEW	30,530,000	—	+30,530,000	—	—	$37.3M	—	2025-11-21
Point72 Asset Management, L.P.	INCREASED	29,000,000	25,000,000	+4,000,000	+16%	$30.2M	$35.4M	+$5.1M	2025-11-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	DECREASED	25,000,000	28,000,000	-3,000,000	-11%	$33.6M	$30.5M	-$3.0M	2025-11-14
Lord, Abbett & Co. LLC	INCREASED	22,537,000	21,105,000	+1,432,000	+7%	$25.3K	$27.5K	+$2.2K	2025-11-13
State Street Corp	INCREASED	22,400,000	22,361,000	+39,000	+0%	$26.7M	$27.3M	+$609.4K	2025-11-14
Jump Financial, LLC	NEW	20,000,000	—	+20,000,000	—	—	$24.4M	—	2026-08-13
D. E. Shaw & Co., Inc.	NEW	18,050,000	—	+18,050,000	—	—	$22.0M	—	2025-11-14
Calamos Advisors LLC	DECREASED	16,637,000	16,707,000	-70,000	0%	$20.0M	$20.3M	+$272.1K	2025-10-20
Advent Capital Management	DECREASED	15,340,000	36,346,000	-21,006,000	-58%	$43.6M	$18.7M	-$24.9M	2025-11-13
FMR LLC	DECREASED	12,768,000	13,636,000	-868,000	-6%	$16.3M	$15.6M	-$770.9K	2025-11-13
Millennium Management LLC	UNCHANGED	12,000,000	12,000,000	0	0%	$14.4M	$14.6M	+$228.0K	2025-11-14
Magnetar Financial LLC	INCREASED	11,937,000	11,437,000	+500,000	+4%	$13.7M	$14.6M	+$864.4K	2025-11-13
BlackRock, Inc.	DECREASED	10,980,000	11,230,000	-250,000	-2%	$13.4M	$13.4M	-$68.7K	2025-11-12
Morgan Stanley	INCREASED	10,769,000	8,845,000	+1,924,000	+22%	$10.6M	$13.1M	+$2.5M	2026-05-27
SSI Investment Management LLC	DECREASED	9,351,000	9,780,000	-429,000	-4%	$11.7M	$11.4M	-$317.1K	2025-10-28
Healthcare of Ontario Pension Plan Trust Fund	NEW	7,500,000	—	+7,500,000	—	—	$9.2M	—	2025-11-13
Mizuho Securities USA LLC	INCREASED	6,920,000	1,000,000	+5,920,000	+592%	$1.2M	$8.6M	+$7.4M	2025-10-22
Thrivent Financial for Lutherans	DECREASED	6,403,000	6,938,000	-535,000	-8%	$8.3K	$7.8K	-$506	2025-11-04
Citigroup Inc	DECREASED	5,777,000	5,892,000	-115,000	-2%	$7.1M	$7.0M	-$16.3K	2025-11-10
Shenkman Capital Management Inc	UNCHANGED	5,694,000	5,694,000	0	0%	$6.5M	$6.9M	+$481.1K	2025-11-10
Walleye Capital LLC	INCREASED	5,553,000	1,510,000	+4,043,000	+268%	$1.8M	$6.8M	+$5.0M	2025-11-14
Water Island Capital LLC	UNCHANGED	5,000,000	5,000,000	0	0%	$6.0M	$6.1M	+$105.0K	2025-11-14
RWC Asset Management LLP	DECREASED	4,465,000	4,800,000	-335,000	-7%	$5.8M	$5.5M	-$301.3K	2025-10-27
Lazard Asset Management LLC	DECREASED	4,395,000	46,155,000	-41,760,000	-90%	$55.4K	$53.6K	-$1.7K	2025-11-14
Wells Fargo & Company	INCREASED	4,041,000	2,566,000	+1,475,000	+57%	$3.1M	$4.9M	+$1.9M	2025-11-13
Skaana Management L.P.	NEW	4,000,000	—	+4,000,000	—	—	$4.9M	—	2025-11-12
Jefferies Financial Group Inc.	INCREASED	3,530,000	3,395,000	+135,000	+4%	$4.1M	$4.3M	+$244.7K	2025-11-13
Toronto Dominion Bank	NEW	3,434,000	—	+3,434,000	—	—	$4.2M	—	2025-11-14
BNP Paribas Financial Markets	DECREASED	3,343,000	36,709,000	-33,366,000	-91%	$43.9M	$4.1M	-$39.9M	2025-11-13
Allianz Asset Management GmbH	DECREASED	3,000,000	7,000,000	-4,000,000	-57%	$8.3M	$3.6M	-$4.6M	2025-11-04
Man Group plc	INCREASED	2,940,000	2,750,000	+190,000	+7%	$3.3M	$3.6M	+$321.3K	2025-11-14
Macquarie Group LTD	UNCHANGED	2,639,000	2,639,000	0	0%	$3.2M	$3.2M	+$56.0K	2025-11-13
JPMorgan Chase & Co	DECREASED	2,560,000	5,207,000	-2,647,000	-51%	$6.2M	$3.1M	-$3.1M	2025-11-26
New York State Common Retirement Fund	DECREASED	2,363,000	5,637,000	-3,274,000	-58%	$6.7M	$2.9M	-$3.9M	2025-11-03
Manufacturers Life Insurance Company, the	NEW	1,950,000	—	+1,950,000	—	—	$2.4M	—	2025-11-14
Mint Tower Capital Management B.V.	NEW	1,865,000	—	+1,865,000	—	—	$2.3K	—	2025-11-12
AXA Investment Managers S.A.	NEW	1,750,000	—	+1,750,000	—	—	$1.7M	—	2025-11-14
Bank of New York Mellon Corp	INCREASED	1,700,000	600,000	+1,100,000	+183%	$719.6K	$2.1M	+$1.4M	2025-11-03
Bank of America Corp	INCREASED	1,627,400	476,400	+1,151,000	+242%	$570.3K	$2.0M	+$1.4M	2026-02-03
Royal Bank of Canada	DECREASED	1,610,000	20,101,000	-18,491,000	-92%	$24.1M	$2.0M	-$22.1M	2025-11-14
Deutsche Bank Ag\	UNCHANGED	1,289,000	1,289,000	0	0%	$1.5M	$1.6M	+$27.1K	2025-11-13
Calamos Wealth Management LLC	DECREASED	643,000	683,000	-40,000	-6%	$818.8K	$784.6K	-$34.2K	2025-10-20
Jane Street Group, LLC	DECREASED	529,000	1,125,000	-596,000	-53%	$1.3M	$645.4K	-$701.0K	2025-11-14
Flossbach VON Storch SE	UNCHANGED	500,000	500,000	0	0%	$599.4K	$610.1K	+$10.7K	2025-11-03
Barclays PLC	NEW	455,000	—	+455,000	—	—	$555.7K	—	2026-03-31
Central Pacific Bank - Trust Division	UNCHANGED	319,000	319,000	0	0%	$381.8K	$388.5K	+$6.7K	2025-10-02
Amundi	DECREASED	250,000	580,000	-330,000	-57%	$687.0K	$310.3K	-$376.8K	2025-11-14
Nomura Holdings Inc	INCREASED	104,654	51,276	+53,378	+104%	$4.8M	$10.3M	+$5.5M	2025-11-14
Cetera Investment Advisers	DECREASED	91,000	98,000	-7,000	-7%	$117.3K	$110.8K	-$6.5K	2025-11-14
Truist Financial Corp	UNCHANGED	87,000	87,000	0	0%	$104.1K	$106.0K	+$1.8K	2025-11-03
Capital Investment Advisory Services, LLC	UNCHANGED	50,000	50,000	0	0%	$59.9K	$60.9K	+$1.1K	2025-11-05
Stonegate Investment Group, LLC	UNCHANGED	37,000	37,000	0	0%	$44.3K	$45.1K	+$777	2025-11-03
LPL Financial LLC	UNCHANGED	30,000	30,000	0	0%	$35.4K	$36.5K	+$1.1K	2025-11-12
Fox Hill Wealth Management	UNCHANGED	28,000	28,000	0	0%	$33.1K	$34.0K	+$983	2025-11-12
&partners	INCREASED	24,000	11,000	+13,000	+118%	$13.2K	$29.2K	+$16.1K	2025-11-14
National Philanthropic Trust	NEW	23,000	—	+23,000	—	—	$28.0K	—	2026-05-15
Choreo, LLC	UNCHANGED	22,000	22,000	0	0%	$26.3K	$26.8K	+$462	2025-11-12
Foresight Capital Management Advisors, Inc.	UNCHANGED	17,000	17,000	0	0%	$20.1K	$20.7K	+$597	2025-10-16
Raymond James Financial Inc	DECREASED	16,000	19,000	-3,000	-16%	$22.7K	$19.5K	-$3.3K	2025-11-14
Comerica Bank	DECREASED	10,000	13,000	-3,000	-23%	$15.6K	$12.2K	-$3.4K	2025-11-14
US Bancorp \de\	UNCHANGED	5,000	5,000	0	0%	$6.0K	$6.1K	+$105	2025-11-12
UBS Group AG	INCREASED	4,330	3,670	+660	+18%	$4.4K	$5.3K	+$881	2025-11-13
Rothschild Investment LLC	UNCHANGED	3,000	3,000	0	0%	$3.6K	$3.7K	+$63	2025-11-07
Northwestern Mutual Wealth Management Co	NEW	1,000	—	+1,000	—	—	$1.2K	—	2025-11-14
Camden Asset Management L P	CLOSED	0	69,311,000	-69,311,000	-100%	$83.0M	$0	-$83.0M	2025-11-13
Ghisallo Capital Management LLC	CLOSED	0	10,000,000	-10,000,000	-100%	$12.0M	$0	-$12.0M	2025-11-14
Susquehanna Advisors Group, Inc.	CLOSED	0	5,000,000	-5,000,000	-100%	$59.9K	$0	-$59.9K	2025-11-14
AXA S.A.	CLOSED	0	4,300,000	-4,300,000	-100%	$5.0M	$0	-$5.0M	2025-11-14
Oaktree Capital Management LP	CLOSED	0	1,000,000	-1,000,000	-100%	$1.2M	$0	-$1.2M	2025-11-13
Zazove Associates LLC	CLOSED	0	900,000	-900,000	-100%	$1.1M	$0	-$1.1M	2025-10-17
Sonora Investment Management Group, LLC	CLOSED	0	790,000	-790,000	-100%	$932.5K	$0	-$932.5K	2025-10-07
American Century Companies Inc	CLOSED	0	557,000	-557,000	-100%	$668.1K	$0	-$668.1K	2025-11-12
Russell Investments Group, Ltd.	CLOSED	0	333,000	-333,000	-100%	$399.2K	$0	-$399.2K	2025-11-13
AQR Arbitrage LLC	CLOSED	0	125,000	-125,000	-100%	$149.9K	$0	-$149.9K	2025-11-14
SG Americas Securities, LLC	CLOSED	0	42,050	-42,050	-100%	$5.0K	$0	-$5.0K	2025-10-23
Steward Partners Investment Advisory, LLC	CLOSED	0	34,000	-34,000	-100%	$40.7K	$0	-$40.7K	2025-11-12
Blue Trust, Inc.	CLOSED	0	18,000	-18,000	-100%	$21.5K	$0	-$21.5K	2025-10-16
Insigneo Advisory Services, LLC	CLOSED	0	14,000	-14,000	-100%	$16.8K	$0	-$16.8K	2025-11-12
Wealth Enhancement Advisory Services, LLC	CLOSED	0	10,000	-10,000	-100%	$11.9K	$0	-$11.9K	2025-10-29
Kestra Advisory Services, LLC	CLOSED	0	2,764	-2,764	-100%	$257.9K	$0	-$257.9K	2025-11-14
Erste Asset Management GmbH	DECREASED	0	410,000	-410,000	-100%	$490.4K	$0	-$490.4K	2025-11-12
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 91 of 91 institutions