Zscaler Inc.

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

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

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Capstone Investment Advisors, LLC

DECREASED

Shares66,500,000 from 71,500,000

Change-5,000,000 (-7%)

Value$136.1M (+$41.2M)

Filed 2025-08-14

Radcliffe Capital Management, L.P.

UNCHANGED

Shares5,000,000 from 5,000,000

Change0 (0%)

Value$10.2M (+$3.6M)

Filed 2025-08-14

Pinnacle Holdings, LLC

UNCHANGED

Shares750,000 from 750,000

Change0 (0%)

Value$1.5M (+$539.3K)

Filed 2025-08-07

Jane Street Group, LLC

DECREASED

Shares210,000 from 2,297,000

Change-2,087,000 (-91%)

Value$440.2K (-$2.6M)

Filed 2025-08-14

Rothschild Investment LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$4.1K (+$1.4K)

Filed 2025-08-11

Osaic Holdings, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$2.0K (+$719)

Filed 2025-09-04

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 171,270,000

Change-171,270,000 (-100%)

Value$0 (-$227.0M)

Filed 2025-08-14

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 98,142,000

Change-98,142,000 (-100%)

Value$0 (-$130.3M)

Filed 2025-08-14

DeepCurrents Investment Group LLC

CLOSED

Shares0 from 52,918,000

Change-52,918,000 (-100%)

Value$0 (-$70.2M)

Filed 2025-08-14

Moore Capital Management, LP

CLOSED

Shares0 from 50,668,000

Change-50,668,000 (-100%)

Value$0 (-$67.2M)

Filed 2025-08-14

FMR LLC

CLOSED

Shares0 from 43,168,000

Change-43,168,000 (-100%)

Value$0 (-$57.1M)

Filed 2025-08-14

Hudson Bay Capital Management LP

CLOSED

Shares0 from 41,571,000

Change-41,571,000 (-100%)

Value$0 (-$55.1M)

Filed 2025-08-18

Bank of Nova Scotia

CLOSED

Shares0 from 35,386,000

Change-35,386,000 (-100%)

Value$0 (-$47.2M)

Filed 2025-08-13

Lazard Asset Management LLC

CLOSED

Shares0 from 29,965,000

Change-29,965,000 (-100%)

Value$0 (-$39.8K)

Filed 2025-08-14

LMR Partners LLP

CLOSED

Shares0 from 25,000,000

Change-25,000,000 (-100%)

Value$0 (-$33.0M)

Filed 2025-08-14

Voya Investment Management LLC

CLOSED

Shares0 from 24,760,000

Change-24,760,000 (-100%)

Value$0 (-$32.9M)

Filed 2025-08-14

Mackay Shields LLC

CLOSED

Shares0 from 24,294,000

Change-24,294,000 (-100%)

Value$0 (-$32.2M)

Filed 2025-07-24

State Street Corp

CLOSED

Shares0 from 23,218,000

Change-23,218,000 (-100%)

Value$0 (-$30.7M)

Filed 2025-08-14

Ontario Teachers Pension Plan Board

CLOSED

Shares0 from 20,000,000

Change-20,000,000 (-100%)

Value$0 (-$26.5M)

Filed 2026-02-13

Point72 Asset Management, L.P.

CLOSED

Shares0 from 20,000,000

Change-20,000,000 (-100%)

Value$0 (-$26.5M)

Filed 2025-08-14

Aristeia Capital, L.L.C.

CLOSED

Shares0 from 13,152,000

Change-13,152,000 (-100%)

Value$0 (-$17.5M)

Filed 2025-08-14

Bank of America Corp

CLOSED

Shares0 from 12,896,700

Change-12,896,700 (-100%)

Value$0 (-$17.1M)

Filed 2025-08-14

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CLOSED

Shares0 from 12,200,000

Change-12,200,000 (-100%)

Value$0 (-$16.1M)

Filed 2025-08-14

Royal Bank of Canada

CLOSED

Shares0 from 12,144,000

Change-12,144,000 (-100%)

Value$0 (-$16.1M)

Filed 2025-11-21

Susquehanna Advisors Group, Inc.

CLOSED

Shares0 from 12,132,000

Change-12,132,000 (-100%)

Value$0 (-$16.1M)

Filed 2025-08-14

Calamos Advisors LLC

CLOSED

Shares0 from 11,929,000

Change-11,929,000 (-100%)

Value$0 (-$15.8M)

Filed 2025-08-08

BlackRock, Inc.

CLOSED

Shares0 from 11,907,000

Change-11,907,000 (-100%)

Value$0 (-$15.8M)

Filed 2025-08-12

Morgan Stanley

CLOSED

Shares0 from 11,552,000

Change-11,552,000 (-100%)

Value$0 (-$15.3M)

Filed 2025-08-14

BNP Paribas Financial Markets

CLOSED

Shares0 from 10,731,000

Change-10,731,000 (-100%)

Value$0 (-$14.2M)

Filed 2025-08-14

Warberg Asset Management LLC

CLOSED

Shares0 from 7,757,000

Change-7,757,000 (-100%)

Value$0 (-$10.3M)

Filed 2025-08-12

Universal- Beteiligungs- und Servicegesellschaft mbH

CLOSED

Shares0 from 7,641,000

Change-7,641,000 (-100%)

Value$0 (-$10.1M)

Filed 2025-08-11

Millennium Management LLC

CLOSED

Shares0 from 6,900,000

Change-6,900,000 (-100%)

Value$0 (-$9.2M)

Filed 2025-08-14

Barclays PLC

CLOSED

Shares0 from 6,378,000

Change-6,378,000 (-100%)

Value$0 (-$8.4M)

Filed 2026-02-27

Advent Capital Management

CLOSED

Shares0 from 6,285,000

Change-6,285,000 (-100%)

Value$0 (-$8.3M)

Filed 2025-08-13

SSI Investment Management LLC

CLOSED

Shares0 from 6,255,000

Change-6,255,000 (-100%)

Value$0 (-$8.3M)

Filed 2025-08-14

BNP Paribas Asset Management Holding S.A.

CLOSED

Shares0 from 5,500,000

Change-5,500,000 (-100%)

Value$0 (-$7.3K)

Filed 2025-08-06

JPMorgan Chase & Co

CLOSED

Shares0 from 5,144,000

Change-5,144,000 (-100%)

Value$0 (-$6.8M)

Filed 2025-08-12

Ameriprise Financial Inc

CLOSED

Shares0 from 5,074,000

Change-5,074,000 (-100%)

Value$0 (-$6.7M)

Filed 2025-08-14

Man Group plc

CLOSED

Shares0 from 4,260,000

Change-4,260,000 (-100%)

Value$0 (-$5.6M)

Filed 2025-08-14

Polar Capital Holdings Plc

CLOSED

Shares0 from 4,000,000

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

Value$0 (-$5.3M)

Filed 2025-08-14

Mirabaud Asset Management (France) SAS

CLOSED

Shares0 from 3,800,000

Change-3,800,000 (-100%)

Value$0 (-$5.2M)

Filed 2025-08-07

Walleye Capital LLC

CLOSED

Shares0 from 3,500,000

Change-3,500,000 (-100%)

Value$0 (-$4.6M)

Filed 2025-08-13

Amundi

CLOSED

Shares0 from 3,280,000

Change-3,280,000 (-100%)

Value$0 (-$4.2M)

Filed 2025-08-13

Shenkman Capital Management Inc

CLOSED

Shares0 from 2,667,000

Change-2,667,000 (-100%)

Value$0 (-$3.5M)

Filed 2025-08-11

AXA S.A.

CLOSED

Shares0 from 2,577,000

Change-2,577,000 (-100%)

Value$0 (-$3.4M)

Filed 2025-08-14

Invesco Ltd.

CLOSED

Shares0 from 2,500,000

Change-2,500,000 (-100%)

Value$0 (-$3.3M)

Filed 2025-08-13

Nicholas Investment Partners, LP

CLOSED

Shares0 from 2,470,000

Change-2,470,000 (-100%)

Value$0 (-$3.3M)

Filed 2025-08-14

RWC Asset Management LLP

CLOSED

Shares0 from 2,300,000

Change-2,300,000 (-100%)

Value$0 (-$3.0M)

Filed 2025-08-13

Union Bancaire Privee, UBP SA

CLOSED

Shares0 from 2,005,000

Change-2,005,000 (-100%)

Value$0 (-$2.6M)

Filed 2025-07-18

Deutsche Bank Ag\

CLOSED

Shares0 from 1,950,000

Change-1,950,000 (-100%)

Value$0 (-$2.6M)

Filed 2025-08-12

Wells Fargo & Company

CLOSED

Shares0 from 1,759,000

Change-1,759,000 (-100%)

Value$0 (-$2.3M)

Filed 2025-08-14

Zurcher Kantonalbank (Zurich Cantonalbank)

CLOSED

Shares0 from 1,450,000

Change-1,450,000 (-100%)

Value$0 (-$1.9M)

Filed 2025-08-07

Lord, Abbett & Co. LLC

CLOSED

Shares0 from 1,431,000

Change-1,431,000 (-100%)

Value$0 (-$1.9K)

Filed 2025-08-14

Palisade Capital Management, LP

CLOSED

Shares0 from 1,280,000

Change-1,280,000 (-100%)

Value$0 (-$1.7M)

Filed 2025-08-14

Quaero Capital S.A.

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$659.4K)

Filed 2025-08-06

Dnca Finance

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$661.3K)

Filed 2025-08-13

Franklin Resources Inc

CLOSED

Shares0 from 441,000

Change-441,000 (-100%)

Value$0 (-$585.6K)

Filed 2025-08-12

Russell Investments Group, Ltd.

CLOSED

Shares0 from 416,000

Change-416,000 (-100%)

Value$0 (-$551.5K)

Filed 2025-08-13

Central Pacific Bank - Trust Division

CLOSED

Shares0 from 353,000

Change-353,000 (-100%)

Value$0 (-$467.0K)

Filed 2025-07-02

Bank of New York Mellon Corp

CLOSED

Shares0 from 300,000

Change-300,000 (-100%)

Value$0 (-$396.7K)

Filed 2025-08-05

Kohlberg Kravis Roberts & Co. L.P.

CLOSED

Shares0 from 245,000

Change-245,000 (-100%)

Value$0 (-$325.4K)

Filed 2025-08-14

Citigroup Inc

CLOSED

Shares0 from 235,000

Change-235,000 (-100%)

Value$0 (-$310.9K)

Filed 2025-08-11

American Century Companies Inc

CLOSED

Shares0 from 225,000

Change-225,000 (-100%)

Value$0 (-$298.8K)

Filed 2025-08-12

SEI Investments Co

CLOSED

Shares0 from 222,000

Change-222,000 (-100%)

Value$0 (-$293.7K)

Filed 2025-08-14

KBC Group NV

CLOSED

Shares0 from 200,000

Change-200,000 (-100%)

Value$0 (-$265)

Filed 2025-08-08

AQR Arbitrage LLC

CLOSED

Shares0 from 180,000

Change-180,000 (-100%)

Value$0 (-$239.0K)

Filed 2025-08-14

Oppenheimer Asset Management Inc.

CLOSED

Shares0 from 157,000

Change-157,000 (-100%)

Value$0 (-$207.7K)

Filed 2025-07-31

Nomura Holdings Inc

CLOSED

Shares0 from 138,378

Change-138,378 (-100%)

Value$0 (-$27.5M)

Filed 2025-08-18

Calamos Wealth Management LLC

CLOSED

Shares0 from 111,000

Change-111,000 (-100%)

Value$0 (-$147.1K)

Filed 2025-07-29

Fox Hill Wealth Management

CLOSED

Shares0 from 105,000

Change-105,000 (-100%)

Value$0 (-$138.5K)

Filed 2025-07-07

ABN Amro Investment Solutions

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$132.8K)

Filed 2025-08-08

Virtus Advisers, LLC

CLOSED

Shares0 from 51,000

Change-51,000 (-100%)

Value$0 (-$67.5K)

Filed 2026-02-13

Stephens Inc

CLOSED

Shares0 from 47,000

Change-47,000 (-100%)

Value$0 (-$62.2K)

Filed 2025-07-29

Balboa Wealth Partners

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$39.6K)

Filed 2025-07-29

Boussard & Gavaudan Investment Management LLP

CLOSED

Shares0 from 30,000

Change-30,000 (-100%)

Value$0 (-$39.1M)

Filed 2025-08-19

SG Americas Securities, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$2.6K)

Filed 2025-08-08

Stifel Financial Corp

CLOSED

Shares0 from 17,199

Change-17,199 (-100%)

Value$0 (-$17.2K)

Filed 2025-08-14

Alpine Global Management, LLC

CLOSED

Shares0 from 6,500

Change-6,500 (-100%)

Value$0 (-$8.6M)

Filed 2025-08-14

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$7.9K)

Filed 2025-08-12

US Bancorp \de\

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$5.3K)

Filed 2025-07-24

UBS Group AG

CLOSED

Shares0 from 2,170

Change-2,170 (-100%)

Value$0 (-$2.9K)

Filed 2025-08-14

Alken Asset Management Ltd

CLOSED

Shares0 from 850

Change-850 (-100%)

Value$0 (-$1.1K)

Filed 2025-07-09

Candriam S.C.A.

CLOSED

Shares0 from 450

Change-450 (-100%)

Value$0 (-$595.2K)

Filed 2025-08-08

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-12

Erste Asset Management GmbH

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-08-14

	Status
Capstone Investment Advisors, LLC	DECREASED	66,500,000	71,500,000	-5,000,000	-7%	$95.0M	$136.1M	+$41.2M	2025-08-14
Radcliffe Capital Management, L.P.	UNCHANGED	5,000,000	5,000,000	0	0%	$6.6M	$10.2M	+$3.6M	2025-08-14
Pinnacle Holdings, LLC	UNCHANGED	750,000	750,000	0	0%	$992.3K	$1.5M	+$539.3K	2025-08-07
Jane Street Group, LLC	DECREASED	210,000	2,297,000	-2,087,000	-91%	$3.0M	$440.2K	-$2.6M	2025-08-14
Rothschild Investment LLC	UNCHANGED	2,000	2,000	0	0%	$2.6K	$4.1K	+$1.4K	2025-08-11
Osaic Holdings, Inc.	UNCHANGED	1	1	0	0%	$1.3K	$2.0K	+$719	2025-09-04
D. E. Shaw & Co., Inc.	CLOSED	0	171,270,000	-171,270,000	-100%	$227.0M	$0	-$227.0M	2025-08-14
Tenor Capital Management Co., L.P.	CLOSED	0	98,142,000	-98,142,000	-100%	$130.3M	$0	-$130.3M	2025-08-14
DeepCurrents Investment Group LLC	CLOSED	0	52,918,000	-52,918,000	-100%	$70.2M	$0	-$70.2M	2025-08-14
Moore Capital Management, LP	CLOSED	0	50,668,000	-50,668,000	-100%	$67.2M	$0	-$67.2M	2025-08-14
FMR LLC	CLOSED	0	43,168,000	-43,168,000	-100%	$57.1M	$0	-$57.1M	2025-08-14
Hudson Bay Capital Management LP	CLOSED	0	41,571,000	-41,571,000	-100%	$55.1M	$0	-$55.1M	2025-08-18
Bank of Nova Scotia	CLOSED	0	35,386,000	-35,386,000	-100%	$47.2M	$0	-$47.2M	2025-08-13
Lazard Asset Management LLC	CLOSED	0	29,965,000	-29,965,000	-100%	$39.8K	$0	-$39.8K	2025-08-14
LMR Partners LLP	CLOSED	0	25,000,000	-25,000,000	-100%	$33.0M	$0	-$33.0M	2025-08-14
Voya Investment Management LLC	CLOSED	0	24,760,000	-24,760,000	-100%	$32.9M	$0	-$32.9M	2025-08-14
Mackay Shields LLC	CLOSED	0	24,294,000	-24,294,000	-100%	$32.2M	$0	-$32.2M	2025-07-24
State Street Corp	CLOSED	0	23,218,000	-23,218,000	-100%	$30.7M	$0	-$30.7M	2025-08-14
Ontario Teachers Pension Plan Board	CLOSED	0	20,000,000	-20,000,000	-100%	$26.5M	$0	-$26.5M	2026-02-13
Point72 Asset Management, L.P.	CLOSED	0	20,000,000	-20,000,000	-100%	$26.5M	$0	-$26.5M	2025-08-14
Aristeia Capital, L.L.C.	CLOSED	0	13,152,000	-13,152,000	-100%	$17.5M	$0	-$17.5M	2025-08-14
Bank of America Corp	CLOSED	0	12,896,700	-12,896,700	-100%	$17.1M	$0	-$17.1M	2025-08-14
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	CLOSED	0	12,200,000	-12,200,000	-100%	$16.1M	$0	-$16.1M	2025-08-14
Royal Bank of Canada	CLOSED	0	12,144,000	-12,144,000	-100%	$16.1M	$0	-$16.1M	2025-11-21
Susquehanna Advisors Group, Inc.	CLOSED	0	12,132,000	-12,132,000	-100%	$16.1M	$0	-$16.1M	2025-08-14
Calamos Advisors LLC	CLOSED	0	11,929,000	-11,929,000	-100%	$15.8M	$0	-$15.8M	2025-08-08
BlackRock, Inc.	CLOSED	0	11,907,000	-11,907,000	-100%	$15.8M	$0	-$15.8M	2025-08-12
Morgan Stanley	CLOSED	0	11,552,000	-11,552,000	-100%	$15.3M	$0	-$15.3M	2025-08-14
BNP Paribas Financial Markets	CLOSED	0	10,731,000	-10,731,000	-100%	$14.2M	$0	-$14.2M	2025-08-14
Warberg Asset Management LLC	CLOSED	0	7,757,000	-7,757,000	-100%	$10.3M	$0	-$10.3M	2025-08-12
Universal- Beteiligungs- und Servicegesellschaft mbH	CLOSED	0	7,641,000	-7,641,000	-100%	$10.1M	$0	-$10.1M	2025-08-11
Millennium Management LLC	CLOSED	0	6,900,000	-6,900,000	-100%	$9.2M	$0	-$9.2M	2025-08-14
Barclays PLC	CLOSED	0	6,378,000	-6,378,000	-100%	$8.4M	$0	-$8.4M	2026-02-27
Advent Capital Management	CLOSED	0	6,285,000	-6,285,000	-100%	$8.3M	$0	-$8.3M	2025-08-13
SSI Investment Management LLC	CLOSED	0	6,255,000	-6,255,000	-100%	$8.3M	$0	-$8.3M	2025-08-14
BNP Paribas Asset Management Holding S.A.	CLOSED	0	5,500,000	-5,500,000	-100%	$7.3K	$0	-$7.3K	2025-08-06
JPMorgan Chase & Co	CLOSED	0	5,144,000	-5,144,000	-100%	$6.8M	$0	-$6.8M	2025-08-12
Ameriprise Financial Inc	CLOSED	0	5,074,000	-5,074,000	-100%	$6.7M	$0	-$6.7M	2025-08-14
Man Group plc	CLOSED	0	4,260,000	-4,260,000	-100%	$5.6M	$0	-$5.6M	2025-08-14
Polar Capital Holdings Plc	CLOSED	0	4,000,000	-4,000,000	-100%	$5.3M	$0	-$5.3M	2025-08-14
Mirabaud Asset Management (France) SAS	CLOSED	0	3,800,000	-3,800,000	-100%	$5.2M	$0	-$5.2M	2025-08-07
Walleye Capital LLC	CLOSED	0	3,500,000	-3,500,000	-100%	$4.6M	$0	-$4.6M	2025-08-13
Amundi	CLOSED	0	3,280,000	-3,280,000	-100%	$4.2M	$0	-$4.2M	2025-08-13
Shenkman Capital Management Inc	CLOSED	0	2,667,000	-2,667,000	-100%	$3.5M	$0	-$3.5M	2025-08-11
AXA S.A.	CLOSED	0	2,577,000	-2,577,000	-100%	$3.4M	$0	-$3.4M	2025-08-14
Invesco Ltd.	CLOSED	0	2,500,000	-2,500,000	-100%	$3.3M	$0	-$3.3M	2025-08-13
Nicholas Investment Partners, LP	CLOSED	0	2,470,000	-2,470,000	-100%	$3.3M	$0	-$3.3M	2025-08-14
RWC Asset Management LLP	CLOSED	0	2,300,000	-2,300,000	-100%	$3.0M	$0	-$3.0M	2025-08-13
Union Bancaire Privee, UBP SA	CLOSED	0	2,005,000	-2,005,000	-100%	$2.6M	$0	-$2.6M	2025-07-18
Deutsche Bank Ag\	CLOSED	0	1,950,000	-1,950,000	-100%	$2.6M	$0	-$2.6M	2025-08-12
Wells Fargo & Company	CLOSED	0	1,759,000	-1,759,000	-100%	$2.3M	$0	-$2.3M	2025-08-14
Zurcher Kantonalbank (Zurich Cantonalbank)	CLOSED	0	1,450,000	-1,450,000	-100%	$1.9M	$0	-$1.9M	2025-08-07
Lord, Abbett & Co. LLC	CLOSED	0	1,431,000	-1,431,000	-100%	$1.9K	$0	-$1.9K	2025-08-14
Palisade Capital Management, LP	CLOSED	0	1,280,000	-1,280,000	-100%	$1.7M	$0	-$1.7M	2025-08-14
Quaero Capital S.A.	CLOSED	0	500,000	-500,000	-100%	$659.4K	$0	-$659.4K	2025-08-06
Dnca Finance	CLOSED	0	500,000	-500,000	-100%	$661.3K	$0	-$661.3K	2025-08-13
Franklin Resources Inc	CLOSED	0	441,000	-441,000	-100%	$585.6K	$0	-$585.6K	2025-08-12
Russell Investments Group, Ltd.	CLOSED	0	416,000	-416,000	-100%	$551.5K	$0	-$551.5K	2025-08-13
Central Pacific Bank - Trust Division	CLOSED	0	353,000	-353,000	-100%	$467.0K	$0	-$467.0K	2025-07-02
Bank of New York Mellon Corp	CLOSED	0	300,000	-300,000	-100%	$396.7K	$0	-$396.7K	2025-08-05
Kohlberg Kravis Roberts & Co. L.P.	CLOSED	0	245,000	-245,000	-100%	$325.4K	$0	-$325.4K	2025-08-14
Citigroup Inc	CLOSED	0	235,000	-235,000	-100%	$310.9K	$0	-$310.9K	2025-08-11
American Century Companies Inc	CLOSED	0	225,000	-225,000	-100%	$298.8K	$0	-$298.8K	2025-08-12
SEI Investments Co	CLOSED	0	222,000	-222,000	-100%	$293.7K	$0	-$293.7K	2025-08-14
KBC Group NV	CLOSED	0	200,000	-200,000	-100%	$265	$0	-$265	2025-08-08
AQR Arbitrage LLC	CLOSED	0	180,000	-180,000	-100%	$239.0K	$0	-$239.0K	2025-08-14
Oppenheimer Asset Management Inc.	CLOSED	0	157,000	-157,000	-100%	$207.7K	$0	-$207.7K	2025-07-31
Nomura Holdings Inc	CLOSED	0	138,378	-138,378	-100%	$27.5M	$0	-$27.5M	2025-08-18
Calamos Wealth Management LLC	CLOSED	0	111,000	-111,000	-100%	$147.1K	$0	-$147.1K	2025-07-29
Fox Hill Wealth Management	CLOSED	0	105,000	-105,000	-100%	$138.5K	$0	-$138.5K	2025-07-07
ABN Amro Investment Solutions	CLOSED	0	100,000	-100,000	-100%	$132.8K	$0	-$132.8K	2025-08-08
Virtus Advisers, LLC	CLOSED	0	51,000	-51,000	-100%	$67.5K	$0	-$67.5K	2026-02-13
Stephens Inc	CLOSED	0	47,000	-47,000	-100%	$62.2K	$0	-$62.2K	2025-07-29
Balboa Wealth Partners	CLOSED	0	30,000	-30,000	-100%	$39.6K	$0	-$39.6K	2025-07-29
Boussard & Gavaudan Investment Management LLP	CLOSED	0	30,000	-30,000	-100%	$39.1M	$0	-$39.1M	2025-08-19
SG Americas Securities, LLC	CLOSED	0	20,000	-20,000	-100%	$2.6K	$0	-$2.6K	2025-08-08
Stifel Financial Corp	CLOSED	0	17,199	-17,199	-100%	$17.2K	$0	-$17.2K	2025-08-14
Alpine Global Management, LLC	CLOSED	0	6,500	-6,500	-100%	$8.6M	$0	-$8.6M	2025-08-14
Steward Partners Investment Advisory, LLC	CLOSED	0	6,000	-6,000	-100%	$7.9K	$0	-$7.9K	2025-08-12
US Bancorp \de\	CLOSED	0	4,000	-4,000	-100%	$5.3K	$0	-$5.3K	2025-07-24
UBS Group AG	CLOSED	0	2,170	-2,170	-100%	$2.9K	$0	-$2.9K	2025-08-14
Alken Asset Management Ltd	CLOSED	0	850	-850	-100%	$1.1K	$0	-$1.1K	2025-07-09
Candriam S.C.A.	CLOSED	0	450	-450	-100%	$595.2K	$0	-$595.2K	2025-08-08
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-08-12
Erste Asset Management GmbH	CLOSED	0	0	0	—	$0	$0	$0	2025-08-14

Showing 85 of 85 institutions