MAI Capital Management

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, MAI Capital Management maintained a portfolio of 4520 distinct positions. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 15.8%. Conversely, MAI Capital Management completely exited their position in INVESCO EXCH TRD SLF.
PCA Score Concentration Risk
Risk ENB
Total Positions
4520
Quarter
2025 Q4
Top Holding
IVV (6.8%)
Top 10 Concentration
26.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 4520
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 6.82% 7.22% #1
Prev: #1
2.7 -2,250 -0.1%
P
S
1,730,714 $1,185,435,262 2005 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 3.64% 3.33% #2
Prev: #2
3.5 126,465 15.8%
P
S
928,129 $632,909,970 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.39% 3.20% #3
Prev: #3
3.4 148,932 7.4%
P
S
2,166,803 $589,067,041 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 2.79% 3.02% #4
Prev: #4
3.1 67,616 7.2%
P
S
1,004,159 $485,631,561 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 2.06% 2.16% #5
Prev: #5
2.8 114,027 2.1%
P
S
5,429,206 $358,327,620 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.63% 1.67% #6
Prev: #6
2.7 79,418 5.5%
P
S
1,520,148 $283,507,688 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 1.60% 1.59% #7
Prev: #7
2.7 199,156 4.7%
P
S
4,455,575 $278,339,795 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.50% 1.26% #8 6
Prev: #14
2.6 3,348 0.4%
P
S
833,778 $260,972,483 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.49% 1.45% #9
Prev: #9
2.6 59,669 5.6%
P
S
1,123,277 $259,274,703 2000 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.44% 1.36% #10
Prev: #10
2.6 43,317 11.9%
P
S
407,117 $250,096,094 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 1.40% 1.49% #11 3
Prev: #8
2.6 23,726 1.2%
P
S
2,031,625 $244,160,703 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD SPECIA...
ETF 1.26% 1.36% #12 1
Prev: #11
0.5 -11,823 -1.2%
P
S
996,705 $219,055,721 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES TR
ETF 1.24% 1.31% #13 1
Prev: #12
0.5 -3,158 -0.3%
P
S
1,017,802 $215,845,354 2004 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.21% 1.28% #14 1
Prev: #13
0.5 -19,266 -3.1%
P
S
605,993 $209,734,171 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 1.19% 1.21% #15
Prev: #15
2.5 88,449 4.0%
P
S
2,321,693 $207,698,695 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.14% 0.93% #16 2
Prev: #18
2.5 17,927 2.9%
P
S
633,994 $198,947,281 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.11% 1.17% #17 1
Prev: #16
2.5 103,835 3.0%
P
S
3,577,472 $192,324,871 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 1.07% 1.17% #18 1
Prev: #17
0.4 -7,249 -1.8%
P
S
393,199 $186,101,163 2003 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MDY
SPDR S&P MIDCAP...
ETF 0.92% 0.93% #19
Prev: #19
2.4 15,043 6.0%
P
S
265,202 $159,990,975 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 0.87% 0.90% #20
Prev: #20
2.4 81,874 3.8%
P
S
2,262,898 $152,112,020 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.86% 0.88% #21 1
Prev: #22
2.4 16,391 3.7%
P
S
463,946 $149,492,756 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES TR
Warrant 0.79% 0.84% #22 1
Prev: #23
2.3 2,229 0.2%
P
S
1,113,823 $137,289,783 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.78% 0.90% #23 2
Prev: #21
0.3 -70,598 -4.9%
P
S
1,356,435 $136,158,908 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.78% 0.81% #24 1
Prev: #25
2.3 8,693 2.2%
P
S
403,542 $135,295,449 2004 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.76% 0.75% #25 2
Prev: #27
2.3 24,017 6.8%
P
S
378,286 $132,668,659 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.27%
Sold All 😨
(Was: #84)
0.3 -2,070,306 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBTF
ISHARES TR
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #315)
0.3 -286,499 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #840)
0.3 -7,886 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #885)
0.3 -19,776 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOW
SNOWFLAKE INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #954)
0.3 -2,000 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSD
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #975)
0.3 -8,721 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #977)
0.3 -5,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AMCR
AMCOR PLC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1027)
0.3 -45,205 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #1046)
0.3 -2,800 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1106)
0.3 -4,994 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMHI
SEACOR MARINE H...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1282)
0.3 -29,368 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LBRT
LIBERTY ENERGY ...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1301)
0.3 -15,000 -100.0%
CLOSED
$— 2002 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CTSH
COGNIZANT TECHN...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1422)
0.3 -2,000 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FITB
FIFTH THIRD BAN...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1423)
0.3 -3,000 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BUXX
EA SERIES TRUST
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1566)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXS
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1717)
0.3 -1,937 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AWP
ABRDN GLOBAL PR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1776)
0.3 -16,700 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSMP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1806)
0.3 -2,558 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IONQ
IONQ INC
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #1816)
0.3 -1,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBDQ
ISHARES TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #1856)
0.3 -2,232 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BTF
VALKYRIE ETF TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #1857)
0.3 -3,235 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LTPZ
PIMCO ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #1879)
0.3 -1,010 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RBIL
RBB FD INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1926)
0.3 -1,001 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1930)
0.3 -5,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1974)
0.3 -696 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LDOS
LEIDOS HOLDINGS...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #2089)
0.3 -200 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFNM
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2115)
0.3 -745 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SBSW
SIBANYE STILLWA...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #2249)
0.3 -2,500 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACLX
ARCELLX INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2280)
0.3 -318 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KAPR
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2325)
0.3 -706 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKCG
BNY MELLON ETF ...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2328)
0.3 -676 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2349)
0.3 -986 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2355)
0.3 -1,800 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EAD
ALLSPRING INCOM...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2357)
0.3 -3,181 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HONE
HARBORONE BANCO...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2373)
0.3 -1,574 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UPGD
INVESCO EXCHANG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2391)
0.3 -275 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STCE
SCHWAB STRATEGI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2402)
0.3 -256 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFJ
WISDOMTREE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2485)
0.3 -180 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PTMC
PACER FDS TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2490)
0.3 -472 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UCON
FIRST TR EXCHNG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2495)
0.3 -665 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETNB
89BIO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2557)
0.3 -1,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDL
SNDL INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2568)
0.3 -5,374 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2597)
0.3 -65 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICUI
ICU MED INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2605)
0.3 -112 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGOX
STARBOARD INVT ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2610)
0.3 -435 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JBSS
SANFILIPPO JOHN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2629)
0.3 -200 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAON
AAON INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2639)
0.3 -135 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FAUG
FIRST TR EXCHNG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2644)
0.3 -242 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COMP
COMPASS INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #2667)
0.3 -1,500 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OTTR
OTTER TAIL CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2683)
0.3 -140 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NTSK
NETSKOPE INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #2687)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #2692)
0.3 -292 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UST
PROSHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2764)
0.3 -214 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTLS
FIRST TR EXCH T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2769)
0.3 -134 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHI
PLDT INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2773)
0.3 -498 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNTH
TIDAL TRUST III
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2778)
0.3 -303 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LDUR
PIMCO ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #2818)
0.3 -85 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
YMAR
FIRST TR EXCHNG...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #2827)
0.3 -307 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2828)
0.3 -96 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLXS
PLEXUS CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #2851)
0.3 -53 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2901)
0.3 -244 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTEX
MANNATECH INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #2907)
0.3 -684 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BUFF
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2911)
0.3 -137 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SIG
SIGNET JEWELERS...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #2939)
0.3 -65 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATHM
AUTOHOME INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #2941)
0.3 -214 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BANF
BANCFIRST CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #2954)
0.3 -47 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TJUL
INNOVATOR ETFS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2956)
0.3 -203 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SFEB
FIRST TR EXCHNG...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #2975)
0.3 -250 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OMER
OMEROS CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2979)
0.3 -1,369 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INCO
COLUMBIA ETF TR...
ETF 0.00% 0.00%
Sold All 😨
(Was: #2980)
0.3 -86 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LEGN
LEGEND BIOTECH ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #2996)
0.3 -164 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SSK
ETF OPPORTUNITI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3007)
0.3 -160 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UHAL/B
U HAUL HOLDING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3009)
0.3 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GSBC
GREAT SOUTHN BA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3026)
0.3 -79 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OII
OCEANEERING INT...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3028)
0.3 -195 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVO
EVOTEC AG
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3030)
0.3 -1,320 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOB
MOBILICOM LTD
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3046)
0.3 -500 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PDFS
PDF SOLUTIONS I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3059)
0.3 -174 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3065)
0.3 -568 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COM
DIREXION SHS ET...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3074)
0.3 -150 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UCTT
ULTRA CLEAN HLD...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3075)
0.3 -158 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ENOV
ENOVIS CORPORAT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3077)
0.3 -141 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACIW
ACI WORLDWIDE I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3078)
0.3 -81 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KLIC
KULICKE & SOFFA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3082)
0.3 -104 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IMMX
IMMIX BIOPHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3084)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BHE
BENCHMARK ELECT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3085)
0.3 -108 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMDY
ISHARES U S ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3086)
0.3 -79 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RUSHA
RUSH ENTERPRISE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3100)
0.3 -75 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBG
HUB GROUP INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3101)
0.3 -116 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FCG
FIRST TR EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3137)
0.3 -150 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EC
ECOPETROL S A
Energy 0.00% 0.00%
Sold All 😨
(Was: #3144)
0.3 -379 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOLY
STRATEGY SHS
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3158)
0.3 -103 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRTN
MARTEN TRANS LT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3183)
0.3 -297 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NX
QUANEX BLDG PRO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3193)
0.3 -216 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTU
ETF OPPORTUNITI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3198)
0.3 -650 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DCOR
DIMENSIONAL ETF...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3211)
0.3 -41 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GXDW
GLOBAL X FDS
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3216)
0.3 -105 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PSIL
ADVISORSHARES T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3224)
0.3 -147 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HAFN
HAFNIA LTD
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3233)
0.3 -450 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NXE
NEXGEN ENERGY L...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3235)
0.3 -300 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GNK
GENCO SHIPPING ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3238)
0.3 -150 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRNT
CERAGON NETWORK...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3271)
0.3 -1,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CCEC
CAPITAL CLEAN E...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3279)
0.3 -100 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CEP
CANTOR EQUITY P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3281)
0.3 -100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PPI
INVESTMENT MANA...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3290)
0.3 -119 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IQSU
NEW YORK LIFE I...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3291)
0.3 -41 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONEY
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3294)
0.3 -19 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NKTR
NEKTAR THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3322)
0.3 -33 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFK
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3329)
0.3 -74 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OXLC
OXFORD LANE CAP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #3337)
0.3 -104 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSTK
SHUTTERSTOCK IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3341)
0.3 -84 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INSW
INTERNATIONAL S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3350)
0.3 -37 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WGO
WINNEBAGO INDS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3355)
0.3 -50 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PASG
PASSAGE BIO INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3359)
0.3 -200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLHY
FRANKLIN TEMPLE...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3370)
0.3 -64 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPK
OPKO HEALTH INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3372)
0.3 -1,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLKB
BLACKBAUD INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3387)
0.3 -23 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LAZR
LUMINAR TECHNOL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3393)
0.3 -756 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RARE
ULTRAGENYX PHAR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3397)
0.3 -47 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLBT
CELLEBRITE DI L...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3398)
0.3 -76 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OVLH
LISTED FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3407)
0.3 -35 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #3412)
0.3 -138 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ODP
THE ODP CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3431)
0.3 -46 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FORA
FORIAN INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3472)
0.3 -500 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GSG
ISHARES S&P GSC...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3490)
0.3 -45 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3494)
0.3 -9 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AGIO
AGIOS PHARMACEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3498)
0.3 -25 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IART
INTEGRA LIFESCI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3501)
0.3 -69 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABEV
AMBEV SA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3519)
0.3 -415 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTAL
MAC COPPER LIMI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3520)
0.3 -75 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VIA
VIA TRANSN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3526)
0.3 -18 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVMO
MORGAN STANLEY ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3537)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLMN
BLOOMIN BRANDS ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3549)
0.3 -102 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IRBT
IROBOT CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3554)
0.3 -200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OVL
LISTED FDS TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #3580)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOT
SAFETY SHOT INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3605)
0.3 -2,034 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMB
THORNBURG ETF T...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3609)
0.3 -21 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3617)
0.3 -25 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RBOT/WS
VICARIOUS SURGI...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3620)
0.3 -25,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UPLD
UPLAND SOFTWARE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3626)
0.3 -206 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SNOA
SONOMA PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3630)
0.3 -124 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AIRS
AIRSCULPT TECHN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3640)
0.3 -54 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ILLR
TRILLER GROUP I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3644)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSE
TRINSEO PLC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #3646)
0.3 -170 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KZIA
KAZIA THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3652)
0.3 -52 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SVOL
SIMPLIFY EXCHAN...
ETF 0.00% 0.00%
Sold All 😨
(Was: #3666)
0.3 -18 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEG
SEAPORT ENTMT G...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #3667)
0.3 -14 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3677)
0.3 -45 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UGRO
URBAN-GRO INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3687)
0.3 -600 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3689)
0.3 -13 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ELWS
EARLYWORKS CO L...
Technology 0.00% 0.00%
Sold All 😨
(Was: #3690)
0.3 -96 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OS
ONESTREAM INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #3694)
0.3 -13 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NKTX
NKARTA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3709)
0.3 -100 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IRD
OPUS GENETICS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3710)
0.3 -123 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDLX
CARDLYTICS INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #3713)
0.3 -82 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CLEARBRIDGE ENE...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3719)
0.3 -9,810 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
SKYE
SKYE BIOSCIENCE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3731)
0.3 -32 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EONR
EON RESOURCES I...
Energy 0.00% 0.00%
Sold All 😨
(Was: #3739)
0.3 -200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
COHEN & STEERS ...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3741)
0.3 -1,238 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
STKS
THE ONE GROUP H...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #3743)
0.3 -32 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDP
BALLARD PWR SYS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #3751)
0.3 -30 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DRIO
DARIOHEALTH COR...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3756)
0.3 -4 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SHOTW
SAFETY SHOT INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #3765)
0.3 -1,225 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKUR
ONKURE THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3780)
0.3 -6 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MURA
MURAL ONCOLOGY ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #3782)
0.3 -7 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KAVL
KAIVAL BRNDS IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #3786)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHB
INVESCO EXCH TR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #3801)
0.3 no change -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 4520 holdings

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