0J4M - Hercules Capital, Inc. Ações - Preço das Ações, Propriedade Institucional, Acionistas (LSE)

Hercules Capital, Inc.
GB ˙ LSE ˙ US4270965084
US$ 14,98 ↓ -0.02 (-0.14%)
2026-02-25
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 368 total, 355 long only, 2 short only, 11 long/short - change of 0.00% MRQ
Preço da Ação 14.98
Alocação Média no Portfólio 0.1870 % - change of -19.14% MRQ
Ações em Circulação shares (source: Capital IQ)
Ações Institucionais (Longas) 50,579,898 - 27.87% (ex 13D/G) - change of -1.71MM shares -3.26% MRQ
Valor Institucional (Longa) $ 933,998 USD ($1000)
Propriedade Institucional e Acionistas

Hercules Capital, Inc. (GB:0J4M) tem 368 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 50,580,933 ações. Os maiores acionistas incluem Van Eck Associates Corp, Sound Income Strategies, LLC, Two Sigma Advisers, Lp, LPL Financial LLC, UBS Group AG, Two Sigma Investments, Lp, Qube Research & Technologies Ltd, Millennium Management Llc, Legal & General Group Plc, and Muzinich & Co., Inc. .

Hercules Capital, Inc. (LSE:0J4M) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

The share price as of February 25, 2026 is 14.98 / share. Previously, on February 28, 2025, the share price was 20.64 / share. This represents a decline of 27.44% over that period.

GB:0J4M / Hercules Capital, Inc. Institutional Ownership
Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
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2026-02-13 13F William B. Walkup & Associates, Inc. 229 0.00 4 0.00
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 2,811 2.59 53 1.96
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2026-02-09 13F Hantz Financial Services, Inc. 600 0
2026-02-17 13F Engineers Gate Manager LP 132,688 -15.65 2,497 -16.04
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2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 6,055 -9.69 114 -10.32
2026-02-11 13F Gilpin Wealth Management, Llc 723 14
2026-02-13 13F Great West Life Assurance Co /can/ 215,596 4.49 4 33.33
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2026-02-11 13F LPL Financial LLC 1,823,405 1.63 34,316 1.15
2026-02-10 13F Goldman Sachs Group Inc 205,311 -7.41 3,864 -7.87
2025-11-13 13F Acadian Asset Management Llc 0 -100.00 0
2026-02-10 13F Core Wealth Advisors, Llc 1,046 20
2025-10-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100.00 0
2026-02-13 13F Quarry LP 804 15
2026-02-12 13F Commonwealth Equity Services, Llc 220,042 -3.77 4,141 103,425.00
2026-02-11 13F Janney Montgomery Scott LLC 255,335 -11.20 5 -20.00
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 102,959 14.94 1,916 19.38
2026-01-13 13F Sage Advisors, Llc 119,974 106.74 2,258 105.74
2026-01-22 13F Apollon Wealth Management, LLC 19,445 1.57 366 0.83
2026-02-12 13F Principal Securities, Inc. 0 -100.00 0
2026-02-13 13F Colony Group, LLC 45,197 139.95 851 138.76
2026-02-11 13F Empowered Funds, LLC 33,461 6.49 630 5.89
2026-01-27 13F Evergreen Capital Management Llc 12,504 235
2025-11-14 13F Skopos Labs, Inc. 0 -100.00 0
2026-02-11 13F Cerity Partners LLC 197,961 592.34 3,726 589.81
2026-01-21 13F Signature Resources Capital Management, LLC 275 0.00 5 0.00
2026-01-26 13F Key Capital Management, INC 8,343 157
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2026-02-05 13F Tucker Asset Management Llc 20 0
2026-01-12 13F AllSquare Wealth Management LLC 1,500 0.00 28 3.70
2026-01-22 13F HHM Wealth Advisors, LLC 1,500 0.00 28 0.00
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2026-01-30 13F Archer Investment Corp 2,038 0.15 38 0.00
2026-02-10 13F Bank of New York Mellon Corp 113,607 490.38 2,138 488.98
2026-02-13 13F Truvestments Capital Llc 181,726 -3.65 3,420 -4.09
2026-01-21 13F Wealthbridge Capital Management, Llc 12,000 0.00 226 -0.44
2026-01-15 13F Brookstone Capital Management 10,748 -16.31 202 -16.53
2026-02-05 13F Stephens Inc /ar/ 0 -100.00 0
2026-02-06 13F Leonteq Securities AG 7,500 0.00 141 0.00
2026-02-11 13F Group One Trading, L.p. Put 133,000 122.04 2,503 121.11
2026-02-13 13F Walleye Trading LLC 171,395 1,084.40 3,226 1,081.32
2026-02-11 13F Group One Trading, L.p. Call 213,400 72.79 4,016 71.99
2026-02-17 13F Brevan Howard Capital Management LP 100,713 13.97 1,895 13.41
2026-02-11 13F Group One Trading, L.p. 56,693 771.80 1,067 773.77
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2026-01-14 13F Tradewinds Capital Management, LLC 3,893 2.29 73 2.82
2026-01-26 13F Border to Coast Pensions Partnership Ltd 400,000 6.67 8 0.00
2026-02-17 13F Twinbeech Capital Lp 58,421 164.88 1,099 163.55
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2025-10-30 13F CNB Bank 0 -100.00 0
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2026-02-12 13F JPL Wealth Management, LLC 0 -100.00 0
2025-11-07 13F Beacon Capital Management, LLC 0 -100.00 0 -100.00
2026-02-19 13F CI Private Wealth, LLC 41,498 -20.33 774 -21.34
2026-02-12 13F Hollencrest Capital Management 2,522 0.00 47 0.00
2026-02-17 13F Millennium Management Llc Put 110,100 0.00 2,072 -0.43
2026-02-17 13F Millennium Management Llc 1,392,476 2.21 26,206 1.72
2026-01-26 13F Abundance Wealth Counselors 61,609 2.76 1,159 2.29
2026-01-30 13F Ares Financial Consulting, LLC 47,730 898
2026-02-06 13F Keystone Financial Group 12,198 0.00 230 -0.43
2026-02-09 13F MTM Investment Management, LLC 2,900 0.00 55 0.00
2026-01-20 13F Wall Street Access Asset Management, LLC 20,267 381
2026-02-10 13F Essex Financial Services, Inc. 56,739 0.59 1,068 0.09
2026-01-26 13F Whittier Trust Co Of Nevada Inc 2,844 53
2026-01-27 13F WealthCollab, LLC 836 0.00 16 0.00
2026-02-13 13F Walleye Trading LLC Call 0 -100.00 0 -100.00
2026-02-02 13F Chung Wu Investment Group, LLC 12,978 0.00 244 -0.41
2026-01-29 13F Quest 10 Wealth Builders, Inc. 57 0.00 1 0.00
2026-02-23 13F Virtu Financial LLC 0 -100.00 0
2026-02-17 13F Ancora Advisors, LLC 1,250 0.00 24 0.00
2026-02-13 13F Arkadios Wealth Advisors 58,573 -1.02 1,102 -1.52
2026-01-27 13F SageGuard Financial Group, LLC 10,705 201
2026-02-13 13F MAI Capital Management 5,024 0.00 95 0.00
2026-02-13 13F Estabrook Capital Management 0 -100.00 0
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 915 17
2026-01-14 13F TrueMark Investments, LLC 11,717 221
2026-02-12 13F Sit Investment Associates Inc 0 -100.00 0
2026-01-30 13F Sigma Planning Corp 59,352 13.23 1,117 12.71
2026-02-05 13F Allworth Financial LP 5,713 -14.12 108 -14.40
2026-02-09 13F MQS Management LLC 38,650 727
2026-02-13 13F Sofos Investments, Inc. 900 0.00 17 -5.88
2025-11-06 13F Bryce Point Capital, LLC 0 -100.00 0
2026-02-03 13F Denali Advisors Llc 233,249 -12.17 4,390 -12.60
2026-01-28 13F Geneos Wealth Management Inc. 6,475 0.00 122 -0.82
2026-02-03 13F Grimes & Company, Inc. 10,347 195
2025-10-22 13F Hennion & Walsh Asset Management, Inc. 0 -100.00 0 -100.00
2026-02-11 13F Fox Run Management, L.l.c. 24,354 2.77 458 2.23
2026-02-10 13F Waterloo Capital, L.P. 185,319 17.25 3,488 16.70
2026-02-03 13F International Assets Investment Management, Llc 109,555 37.71 1,527 2.21
2026-02-06 13F IFP Advisors, Inc 9,138 1.07 172 0.59
2026-02-17 13F PharVision Advisers, LLC 11,918 224
2025-10-16 13F Kingstone Capital Partners Texas, LLC 0 -100.00 0 -100.00
2026-01-14 13F ORG Partners LLC 11,425 0.00 215 -0.46
2026-01-29 13F Concurrent Investment Advisors, LLC 24,410 5.67 459 5.28
2026-01-23 13F Diligent Investors, LLC 0 -100.00 0
2026-02-17 13F Trexquant Investment LP 402,892 5.88 7,582 5.38
2026-02-17 13F Two Sigma Investments, Lp Put 146,900 0.00 2,765 -0.47
2025-12-09 13F Painted Porch Advisors LLC 1,544 0.19 29 3.57
2026-02-09 13F First National Trust Co 19,634 0.00 370 -0.54
2026-02-13 13F Kestra Advisory Services, LLC 0 -100.00 0
2026-02-04 13F Atlantic Union Bankshares Corp 2,017 0.00 38 -2.63
2026-02-17 13F Two Sigma Investments, Lp 1,616,456 21.72 30,422 21.14
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 167,690 0.13 3 0.00
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2026-01-16 13F PFS Partners, LLC 413 0.00 8 0.00
2026-02-13 13F Morgan Stanley 1,114,173 -5.07 20,969 -5.52
2026-01-21 13F Register Financial Advisors LLC 13,362 -12.88 251 -13.45
2026-02-04 13F Clark Wealth Partners 1,046 0.00 20 0.00
2026-01-29 13F RMR Wealth Builders 20,241 0.89 381 0.26
2026-01-21 13F Sowell Financial Services LLC 19,725 22.35 371 22.04
2026-02-06 13F Americana Partners, LLC 32,250 0.00 607 -0.49
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100.00 0
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2026-02-13 13F Neuberger Berman Group LLC 302,845 -5.87 5,700 -6.33
2026-02-13 13F Toroso Investments, LLC 78,874 -5.10 1,484 -5.54
2026-02-12 13F Lansforsakringar Fondforvaltning AB (publ) 83,979 1,580
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2026-01-29 13F D.a. Davidson & Co. 309,211 3.02 5,819 2.54
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2026-02-13 13F Alerus Financial Na 517 0.00 10 0.00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2025-11-14 13F Mercer Global Advisors Inc /adv 0 -100.00 0 -100.00
2026-02-09 13F Jefferies Financial Group Inc. Call 25,300 1.20 476 0.85
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2026-01-12 13F Salem Investment Counselors Inc 0 -100.00 0
2026-02-05 13F DnB Asset Management AS 107,922 -5.49 2,031 -5.93
2026-01-30 13F ARGA Investment Management, LP 11,223 0.00 211 -0.47
2026-02-13 13F Barclays Plc 176,373 -13.09 3,319 -13.50
2026-02-12 13F BlackRock, Inc. 1,333,016 -0.45 25,087 -0.92
2026-02-13 13F Change Path, LLC 14,175 0.28 267 -0.37
2026-02-06 13F FourThought Financial Partners, LLC 12,436 -4.60 234 -4.88
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2025-11-12 13F Creekmur Asset Management LLC 1 0.00 0
2026-01-29 13F UBS Group AG 1,671,860 26.77 31,464 26.17
2026-02-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2026-01-09 13F SG Americas Securities, LLC 0 -100.00 0
2026-02-17 13F D. E. Shaw & Co., Inc. 825,537 59.88 15,537 59.12
2026-01-20 13F Stratos Wealth Partners, LTD. 14,624 -12.55 275 -12.97
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2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100.00 0
2026-01-12 13F Gilman Hill Asset Management, LLC 580,440 -0.62 10,924 -1.10
2026-02-17 13F Elequin Capital Lp 73 1
2026-02-17 13F Snowden Capital Advisors LLC 11,436 -9.32 215 -9.66
2026-02-13 13F Peak6 Llc Put 150,000 2,823
2026-02-17 13F Pennington Partners & Co., Llc 96,700 0.00 1,820 -0.49
2026-02-13 13F Peak6 Llc Call 60,500 1,139
2026-01-22 13F Hager Investment Management Services, Llc 52 1.96 1
2026-02-19 13F Rare Wolf Capital LLC 55,029 1,036
2025-11-12 13F Sciencast Management LP 0 -100.00 0 -100.00
2026-02-17 13F Creegan & Nassoura Financial Group, LLC 78,420 -1.57 1,476 -2.06
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2026-02-12 13F Brown Brothers Harriman & Co 0 -100.00 0
2026-02-13 13F/A Virtus ETF Advisers LLC 0 -100.00 0
2026-02-12 13F Alps Advisors Inc 15,205 286
2026-01-29 13F Kestra Private Wealth Services, Llc 97,735 -3.75 1,839 -4.22
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2026-02-06 13F VSM Wealth Advisory, LLC 300 0.00 6 0.00
2026-01-20 13F Madison Park Capital Advisors, LLC 20,000 0.00 376 -0.53
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2026-02-06 13F ProShare Advisors LLC 32,168 -1.79 605 -2.26
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2025-11-14 13F ExodusPoint Capital Management, LP 54,074 109.59 1,023
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2025-09-29 NP PSP - Invesco Global Listed Private Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84,411 31.06 1,584 37.41
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2026-02-12 13F Wealthspire Advisors, LLC 0 -100.00 0
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 11,548 0.00 217 -0.46
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2026-02-05 13F Everstar Asset Management, LLC 11,557 565
2026-02-17 13F Massar Capital Management, LP 0 -100.00 0
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2026-02-06 13F Cedar Wealth Management, LLC 6,559 -26.79 123 -27.22
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2026-02-17 13F Raymond James Financial Inc 691,064 -2.11 13,006 -2.58
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2026-02-06 13F Global Retirement Partners, LLC 69,574 -0.06 1,309 -0.53
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2026-02-13 13F Allie Family Office LLC 15,000 0.00 282 -0.35
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2026-02-13 13F Ares Management Llc 0 -100.00 0
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2026-02-03 13F Orion Capital Management LLC 2,000 0.00 38 0.00
2026-01-16 13F Balboa Wealth Partners 31,017 0.00 584 -0.51
2026-02-14 13F Whipplewood Advisors, LLC 35,554 132.11 669 131.49
2026-02-05 13F Navalign, LLC 0 0
2026-02-14 13F Rockefeller Capital Management L.P. 140,996 0.00 2,654 -0.49
2026-02-19 13F Mcguire Capital Advisors Inc 348 7
2026-02-12 13F Steward Partners Investment Advisory, Llc 109,897 -1.84 2,068 -2.31
2026-01-12 13F Kozak & Associates, Inc. 3,515 2.27 65 12.07
2026-02-17 13F Royal Bank Of Canada 643,770 -15.36 12,115 -15.77
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2026-02-06 13F EverSource Wealth Advisors, LLC 3,322 931.68 63 933.33
2026-02-13 13F LM Advisors LLC 205 -98.12 11
2026-02-13 13F Wells Fargo & Company/mn 740,481 -2.19 13,936 -2.65
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2026-01-20 13F Steel Peak Wealth Management LLC 15,574 -59.03 293 -59.19
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2026-01-07 13F CWA Asset Management Group, LLC 0 -100.00 0
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2025-10-28 13F Prossimo Advisors, LLC 0 -100.00 0
2026-02-13 13F Golden State Wealth Management, LLC 63,656 -1.43 1,198 -1.88
2026-02-17 13F Credit Agricole S A 77,368 -72.24 1,456 -72.37
2026-01-27 13F Belpointe Asset Management LLC 0 -100.00 0
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2026-01-30 13F North Star Investment Management Corp. 47,965 -4.97 903 -5.45
2026-02-13 13F SRS Capital Advisors, Inc. 14,800 0.01 279 -0.36
2026-02-17 13F Advisor Group Holdings, Inc. 99,697 -12.46 1,876 -14.88
2026-02-09 13F Prospera Financial Services Inc 0 -100.00 0
2026-02-11 13F Jpmorgan Chase & Co 320,215 -23.68 6,026 -24.05
2026-02-17 13F Aquatic Capital Management LLC 52,335 1,308.75 985 1,305.71
2026-02-02 13F Mcdonald Partners Llc 48,000 0.00 903 -0.44
2026-01-27 13F BigSur Wealth Management LLC 29,500 0.00 555 -0.36
2026-01-15 13F Nisa Investment Advisors, Llc 174 0.00 3 0.00
2026-02-12 13F SWAN Capital LLC 189 0.00 4 0.00
2026-02-10 13F Lido Advisors, LLC 66,794 5.94 1,263 5.87
2026-02-17 13F Advisory Services Network, LLC 11,527 -33.40 217 -33.94
2025-10-14 13F Trust Co Of Vermont 0 -100.00 0 -100.00
2026-02-11 13F Simplex Trading, Llc Put 49,000 49.85 922
2026-02-11 13F Simplex Trading, Llc 34,820 90.52 655
2026-01-23 13F Valley National Advisers Inc 656 0.00 0
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100.00 0
2026-01-21 13F SJS Investment Consulting Inc. 500 9
2026-02-11 13F Simplex Trading, Llc Call 39,200 211.11 738
2026-01-21 13F Future Financial Wealth Managment LLC 30,175 0.00 562 -1.40
2026-02-11 13F Parallel Advisors, LLC 13,944 -5.10 262 -5.42
2026-01-15 13F Allspring Global Investments Holdings, LLC 18,700 0.00 352 -0.57
2026-01-05 13F Confluence Investment Management Llc 289,789 -4.21 5,454 -4.67
2026-01-06 13F Penbrook Management LLC 14,767 -0.05 278 -0.72
2026-02-12 13F Advocate Investing Services LLC 4,240 80
2026-02-17 13F Optiver Holding B.V. 2,020 0.00 38 0.00
2026-02-13 13F S&t Bank/pa 197,893 -20.53 3,724 -20.90
2026-01-12 13F Horizon Financial Services, Llc 0 0
2026-02-17 13F Creative Planning 62,994 55.10 1,186 54.30
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 98,337 1.70 1,851 1.20
2026-02-13 13F Verition Fund Management LLC 116,530 211.35 2,193 210.18
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-01-08 13F Chesapeake Asset Management Llc 1,576 -32.94 30 -34.09
2026-01-23 13F Assetmark, Inc 1,786 0.00 34 0.00
2026-02-13 13F Squarepoint Ops LLC 64,595 75.90 1,216 75.07
2026-02-09 13F Catalyst Funds Management Pty Ltd 12,482 235
2026-01-30 13F Us Bancorp \de\ 37,182 -10.34 700 -10.84
2026-02-10 13F Bnp Paribas Arbitrage, Sa 207,439 161.17 3,904 160.09
2026-02-09 13F Melia Wealth LLC 802,185 -1.40 15,097 -1.87
2026-02-13 13F Centaurus Financial, Inc. 106,394 181.32 2
2026-01-27 13F Autumn Glory Partners, LLC 35,000 20.69 659 20.07
2026-01-14 13F Nova Wealth Management, Inc. 2,523 0.00 47 0.00
2026-01-20 13F Signaturefd, Llc 5,672 17.00 107 16.48
2025-08-28 NP AFPAX - AmericaFirst Income Fund Class A 12,436 -33.25 227 -36.41
2026-01-13 13F Dakota Wealth Management 37,835 -2.29 712 -2.73
2026-02-17 13F Tudor Investment Corp Et Al 15,663 295
2026-01-28 13F CAPROCK Group, Inc. 14,215 0.00 268 -3.61
2025-10-02 13F Bank of New Hampshire 600 0.00 11 10.00
2026-02-17 13F Jump Financial, LLC 361,092 150.63 6,796 149.45
2025-11-14 13F Point72 (DIFC) Ltd 1,900 36
2026-01-08 13F Fulton Bank, N.a. 12,817 0.00 241 -0.41
2026-02-17 13F Point72 Asset Management, L.P. 557,660 639.60 10,495 636.49
2026-02-12 13F Advisors Asset Management, Inc. 364,211 -7.00 6,854 -7.44
2026-01-27 13F Tred Avon Family Wealth, Llc 54,214 -1.64 1,020 -2.11
2026-02-10 13F Envestnet Asset Management Inc 33,351 -33.15 628 -33.51
2026-02-18 13F GWM Advisors LLC 0 -100.00 0
2026-02-02 13F Oppenheimer & Co Inc 24,716 0.81 465 0.43
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100.00 0
2026-01-28 13F HB Wealth Management, LLC 15,511 30.04 292 29.33
2026-02-17 13F United Capital Financial Advisers, Llc 13,679 -1.44 257 -1.91
2026-02-17 13F Northern Trust Corp 201,385 -6.35 3,790 -6.79
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 91,125 -1.47 1,715 -1.95
2026-02-11 13F O'shaughnessy Asset Management, Llc 10,373 195
2026-02-13 13F Marshall Wace, Llp 0 -100.00 0
2026-02-17 13F Quantinno Capital Management LP 14,578 274
2026-02-13 13F FJ Capital Management LLC 169,984 -16.67 3,199 -17.06
2026-02-13 13F Caitong International Asset Management Co., Ltd 403 8
2026-02-17 13F Core Wealth Partners LLC 24,153 0.00 455 -0.44
2026-01-26 13F J.M. Arbour, LLC 69,603 1,310
2026-02-09 13F Huntington National Bank 5,784 0.00 109 -0.92
2026-02-12 13F Hrt Financial Lp 441,316 -10.65 8 -11.11
2026-02-17 13F Modern Wealth Management, LLC 13,820 0.40 260 0.00
2026-01-21 13F Muzinich & Co., Inc. 1,335,787 34.54 25,140 33.90
2026-02-17 13F Two Sigma Advisers, Lp 1,922,200 -1.75 36,176 -2.22
2026-02-03 13F Sequoia Financial Advisors, LLC 13,201 248
2026-02-11 13F Deutsche Bank Ag\ 141,281 0.38 2,659 -0.11
2026-01-29 13F IMC-Chicago, LLC 24,177 455
2026-01-29 13F IMC-Chicago, LLC Call 76,900 84.41 1,447 83.63
2026-02-10 13F Baker Avenue Asset Management, LP 11,896 8.00 224 7.21
2026-01-14 13F Spire Wealth Management 1,205 -11.72 23 -12.00
2026-02-12 13F Federation des caisses Desjardins du Quebec 8,075 -23.64 152 -24.12
2026-02-10 13F Catalyst Capital Advisors LLC 40,565 763
2026-02-12 13F CIBC Private Wealth Group, LLC 111,276 0.00 2,094 -0.48
2026-01-27 13F TD Waterhouse Canada Inc. 200 0.00 4 0.00
2026-02-06 13F Principle Wealth Partners Llc 19,385 0.00 365 -0.55
2025-11-14 13F Cubist Systematic Strategies, LLC 144,265 -67.77 2,728 -66.66
2026-01-16 13F Triad Investment Management 104,063 -4.71 1,958 -2.78
2026-01-28 13F Eagle Global Advisors Llc 39,640 27.15 746 26.66
2026-02-17 13F Ameriprise Financial Inc 385,996 33.56 7,265 32.92
2026-02-13 13F Pathstone Holdings, LLC 18,980 0.19 357 -0.28
2026-02-17 13F Blair William & Co/il 195,593 -3.75 3,681 -4.19
2026-02-13 13F Mariner, LLC 56,453 1.37 1,062 0.85
2026-02-17 13F Price T Rowe Associates Inc /md/ 40,719 6.80 1
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1,884 113.12 35 118.75
2026-02-12 13F Wedbush Securities Inc 12,938 -7.03 0
2026-02-09 13F Legal & General Group Plc 1,382,084 17.90 26,004 17.28
2026-02-06 13F HighTower Advisors, LLC 64,558 -1.95 1,215 -2.49
2026-02-17 13F XTX Topco Ltd 193,304 3,638
2026-02-10 13F Quantbot Technologies LP 213,689 60.79 4,022 60.01
2026-02-10 13F Beach Point Capital Management LP Put 40,200 12
2026-02-10 13F Calton & Associates, Inc. 10,379 195
2026-02-02 13F Cornerstone Planning Group LLC 1,578 29
2026-02-10 13F Nomura Asset Management Co Ltd 2,806 -80.18 53 -80.52
2026-02-04 13F Community Bank, N.A. 625 0.00 12 0.00
2026-02-12 13F Summit Financial, LLC 40,284 -1.31 758 -1.69
2026-01-23 13F Brown, Lisle/cummings, Inc. 3,811 0.00 72 -1.39
2026-02-17 13F Balyasny Asset Management Llc 15,002 -22.14 282 -22.53
2026-01-26 13F PFG Investments, LLC 111,111 -0.96 2,091 -1.41
2026-02-13 13F Integrated Wealth Concepts LLC 0 -100.00 0
2026-02-02 13F Access Investment Management LLC 38,200 0.00 722 0.00
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2026-02-17 13F Private Advisor Group, LLC 135,477 7.68 2,550 7.15
2026-01-26 13F AE Wealth Management LLC 53,535 84.82 1,008 84.10
2025-11-06 13F Ameritas Advisory Services, LLC 0 -100.00 0 -100.00
2025-11-14 13F Point72 Europe (London) LLP 51 1
2026-02-17 13F Voloridge Investment Management, Llc 707,651 22.25 13,318 21.66
2026-01-28 13F Chicago Partners Investment Group LLC 19,260 1.35 359 4.37
2026-02-17 13F Citadel Advisors Llc Call 639,400 196.57 12,034 195.22
2026-02-17 13F Citadel Advisors Llc 472,139 -47.78 8,886 -48.03
2026-02-06 13F Prevail Innovative Wealth Advisors, Llc 239,614 123.63 4,510 122.56
2026-02-05 13F Left Brain Wealth Management, LLC 295,753 1.67 5,566 1.20
2026-02-17 13F Citadel Advisors Llc Put 38,000 -69.55 715 -69.69
2025-11-14 13F Wolverine Trading, Llc 15,444 21.37 292 26.52
2026-02-12 13F Sand Hill Global Advisors, LLC 13,832 -12.63 260 -13.04
2025-11-14 13F Wolverine Trading, Llc Call 44,300 28.03 836 33.33
2026-02-17 13F Schonfeld Strategic Advisors LLC 360,446 65.85 6,784 65.08
2025-11-14 13F Wolverine Trading, Llc Put 48,500 11.24 916 15.82
2026-02-05 13F 1620 Investment Advisors, Inc. 30,993 -0.23 583 -0.68
2026-01-29 13F Advisors Capital Management, LLC 828,258 4.28 15,588 3.78
2026-02-13 13F Inspire Advisors, LLC 17,733 -1.32 334 -1.77
2026-01-26 13F Monument Capital Management 30,960 -10.12 583 -10.60
2026-02-13 13F Ubs Asset Management Americas Inc 1,457 27
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 13,718 0
2026-02-12 13F Mount Yale Investment Advisors, LLC 0 -100.00 0
2026-01-29 13F IMC-Chicago, LLC Put 0 -100.00 0 -100.00
2026-01-16 13F Legacy Capital Wealth Partners, LLC 89,597 9.72 1,686 9.20
2026-02-02 13F Miracle Mile Advisors, LLC 16,183 305
2026-02-13 13F Luminist Capital LLC 25 0.00 0
2026-02-09 13F Harbour Investments, Inc. 2,806 -29.25 53 -30.67
2026-02-17 13F/A Kovack Advisors, Inc. 55,383 1,042
2026-01-14 13F Mirador Capital Partners LP 43,617 -1.25 821 -1.80
2026-01-21 13F Sound Income Strategies, LLC 2,703,275 -1.80 51,119 8.85
2026-02-13 13F Stifel Financial Corp 607,140 7.13 11,426 6.63
2026-01-20 13F Accel Wealth Management 39,053 18.70 735 18.01
2026-02-13 13F Mml Investors Services, Llc 27,090 22.56 510 22.06
2026-02-17 13F Occudo Quantitative Strategies Lp 10,387 -0.94 195 -1.52
2026-02-12 13F Triumph Capital Management 9,605 1.34 181 0.56
2026-02-17 13F Equitable Holdings, Inc. 0 -100.00 0
2026-02-12 13F Campbell & CO Investment Adviser LLC 10,756 -82.48 202 -82.60
2026-02-12 13F Chilton Capital Management Llc 5,500 -38.24 104 -38.69
2026-02-13 13F Hudson Bay Capital Management LP 12,580 237
2026-02-10 13F Rothschild Investment Llc 100 0.00 2 0.00
2026-01-13 13F CoreCap Advisors, LLC 33 3.12 1
2026-02-12 13F Jane Street Group, Llc Call 135,700 215.58 2,554 214.02
2026-01-26 13F Cwm, Llc 771 7.08 0
2026-02-02 13F Truist Financial Corp 30,533 0.91 575 0.35
2026-02-06 13F Axxcess Wealth Management, Llc 14,507 -5.69 273 -5.86
2026-01-09 13F Zrc Wealth Management, Llc 3,181 2.25 60 1.72
2026-02-12 13F Jane Street Group, Llc Put 21,700 52.82 408 52.24
2026-02-12 13F Jane Street Group, Llc 358,937 507.03 6,755 504.20
2025-10-08 13F/A New York State Common Retirement Fund 0 -100.00 0 -100.00
2026-02-17 13F Virtus Investment Advisers, Inc. 33,518 -18.24 631 -18.71
2026-02-17 13F Bramshill Investments, LLC 37,385 0.68 704 0.14
2026-02-09 13F Delta Asset Management Llc/tn 2,221 -1.33 42 -2.38
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 36,487 -30.74 687 -31.12
2026-01-05 13F Union Bancaire Privee, UBP SA 27,808 -22.28 81,226 -20.54
2026-01-29 13F Comerica Bank 396 -92.70 7 -93.14
2026-02-12 13F Investment Research Partners LLC 22,297 0.52 420 6.62
2026-01-16 13F Ronald Blue Trust, Inc. 4,020 0.50 76 0.00
2025-11-14 13F Aigen Investment Management, Lp 0 -100.00 0
2026-02-03 13F Anfield Capital Management, LLC 10,828 0.00 204 -0.49
2026-02-18 13F Financial Advisory Service, Inc. 182,746 -1.24 3,439 -1.71
2025-09-29 NP VPC - Virtus Private Credit Strategy ETF 47,438 19.86 890 25.56
2026-02-17 13F WFA of San Diego, LLC 0 -100.00 0
2026-02-05 13F Cornerstone Wealth Management, LLC 21,050 -0.60 396 -1.00
2026-02-10 13F Foundations Investment Advisors, LLC 33,595 29.70 632 29.24
2026-02-13 13F Natixis 118,377 0.18 2,228 -0.31
2026-02-17 13F Russell Investments Group, Ltd. 1,187 128.27 22 144.44
2026-02-06 13F Pnc Financial Services Group, Inc. 234,058 -12.77 4,405 -13.19
2026-02-11 13F Sharpepoint Llc 100,621 1,894
2026-01-23 13F Diversify Advisory Services, LLC 22,003 -6.51 416 -0.72
2025-12-09 13F/A Tudor Investment Corp Et Al Call 0 -100.00 0 -100.00
2026-02-13 13F Van Eck Associates Corp 3,458,277 -5.18 65 -4.41
2026-02-17 13F CWM Advisors, LLC 30,454 4.77 573 4.37
2025-10-10 13F Kathleen S. Wright Associates Inc. 1,580 0.00 30 3.57
2026-02-05 13F Accredited Investors Inc. 23,000 0.00 433 -0.46
2026-02-12 13F Rossby Financial, LCC 518 -65.16 10 -66.67
2026-01-28 13F Diversified Enterprises, LLC 10,312 0.00 194 -0.51
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