Canoo Inc

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

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

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HBW Advisory Services LLC

UNCHANGED

Shares26,701 from 26,701

Change0 (0%)

Value$7 ($0)

Filed 2024-04-19

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,200 from 1,200

Change0 (0%)

Value$309 ($0)

Filed 2024-04-12

IFP Advisors, Inc

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$5 (-$8)

Filed 2024-07-30

Dhjj Financial Advisors, Ltd.

DECREASED

Shares43 from 1,000

Change-957 (-96%)

Value$154 (-$104)

Filed 2024-04-11

Vanguard Group Inc

CLOSED

Shares0 from 26,036,884

Change-26,036,884 (-100%)

Value$0 (-$6.7M)

Filed 2024-05-10

BlackRock Inc.

CLOSED

Shares0 from 13,791,343

Change-13,791,343 (-100%)

Value$0 (-$3.5M)

Filed 2024-05-10

Geode Capital Management, LLC

CLOSED

Shares0 from 6,368,325

Change-6,368,325 (-100%)

Value$0 (-$1.6M)

Filed 2024-05-13

Charles Schwab Investment Management Inc

CLOSED

Shares0 from 3,914,481

Change-3,914,481 (-100%)

Value$0 (-$1.0M)

Filed 2024-05-09

State Street Corp

CLOSED

Shares0 from 2,686,011

Change-2,686,011 (-100%)

Value$0 (-$690.8K)

Filed 2024-05-15

Qube Research & Technologies Ltd

CLOSED

Shares0 from 2,670,242

Change-2,670,242 (-100%)

Value$0 (-$686.8K)

Filed 2024-05-14

Morgan Stanley

CLOSED

Shares0 from 1,550,282

Change-1,550,282 (-100%)

Value$0 (-$398.7K)

Filed 2024-10-17

Northern Trust Corp

CLOSED

Shares0 from 1,161,583

Change-1,161,583 (-100%)

Value$0 (-$298.8K)

Filed 2024-05-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 1,104,077

Change-1,104,077 (-100%)

Value$0 (-$284.0K)

Filed 2024-05-07

Jane Street Group, LLC

CLOSED

Shares0 from 1,016,916

Change-1,016,916 (-100%)

Value$0 (-$261.6K)

Filed 2024-05-16

EP Wealth Advisors, LLC

CLOSED

Shares0 from 1,000,000

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

Value$0 (-$257.2K)

Filed 2024-05-14

Bank of America Corp

CLOSED

Shares0 from 730,336

Change-730,336 (-100%)

Value$0 (-$187.7K)

Filed 2025-03-18

Group One Trading LLC

CLOSED

Shares0 from 675,205

Change-675,205 (-100%)

Value$0 (-$173.7K)

Filed 2024-05-10

Goldman Sachs Group Inc

CLOSED

Shares0 from 470,047

Change-470,047 (-100%)

Value$0 (-$120.9K)

Filed 2024-05-15

Amundi

CLOSED

Shares0 from 323,479

Change-323,479 (-100%)

Value$0 (-$68.9K)

Filed 2024-05-15

Barclays PLC

CLOSED

Shares0 from 311,561

Change-311,561 (-100%)

Value$0 (-$80.1K)

Filed 2026-03-24

HRT Financial LP

CLOSED

Shares0 from 305,571

Change-305,571 (-100%)

Value$0 (-$78)

Filed 2024-05-13

Millennium Management LLC

CLOSED

Shares0 from 280,291

Change-280,291 (-100%)

Value$0 (-$72.1K)

Filed 2024-05-15

Bank of New York Mellon Corp

CLOSED

Shares0 from 224,949

Change-224,949 (-100%)

Value$0 (-$57.9K)

Filed 2024-04-25

UBS Group AG

CLOSED

Shares0 from 207,773

Change-207,773 (-100%)

Value$0 (-$53.4K)

Filed 2024-05-13

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 202,019

Change-202,019 (-100%)

Value$0 (-$52)

Filed 2024-04-24

Citadel Advisors LLC

CLOSED

Shares0 from 181,843

Change-181,843 (-100%)

Value$0 (-$46.8K)

Filed 2024-05-15

Two Sigma Securities, LLC

CLOSED

Shares0 from 166,390

Change-166,390 (-100%)

Value$0 (-$42.8K)

Filed 2024-05-15

Kestra Private Wealth Services, LLC

CLOSED

Shares0 from 155,300

Change-155,300 (-100%)

Value$0 (-$39.9K)

Filed 2024-05-02

Virtu Financial LLC

CLOSED

Shares0 from 152,760

Change-152,760 (-100%)

Value$0 (-$39)

Filed 2024-05-20

Vontobel Holding Ltd.

CLOSED

Shares0 from 148,000

Change-148,000 (-100%)

Value$0 (-$38.1K)

Filed 2024-05-10

Kestra Advisory Services, LLC

CLOSED

Shares0 from 147,121

Change-147,121 (-100%)

Value$0 (-$37.8K)

Filed 2024-05-15

StoneX Group Inc.

CLOSED

Shares0 from 135,710

Change-135,710 (-100%)

Value$0 (-$34.9K)

Filed 2025-08-13

Envestnet Asset Management Inc

CLOSED

Shares0 from 132,779

Change-132,779 (-100%)

Value$0 (-$34.2K)

Filed 2024-05-13

FMR LLC

CLOSED

Shares0 from 132,231

Change-132,231 (-100%)

Value$0 (-$34.0K)

Filed 2026-11-05

Mercer Global Advisors Inc

CLOSED

Shares0 from 117,540

Change-117,540 (-100%)

Value$0 (-$30)

Filed 2024-05-15

AE Wealth Management LLC

CLOSED

Shares0 from 112,138

Change-112,138 (-100%)

Value$0 (-$17.4K)

Filed 2024-05-15

MBL Wealth, LLC

CLOSED

Shares0 from 107,171

Change-107,171 (-100%)

Value$0 (-$27.6K)

Filed 2024-04-22

Fishman JAY A LTD

CLOSED

Shares0 from 102,500

Change-102,500 (-100%)

Value$0 (-$26.4K)

Filed 2024-04-23

Victory Capital Management Inc

CLOSED

Shares0 from 87,267

Change-87,267 (-100%)

Value$0 (-$22.4K)

Filed 2024-05-03

Stephens Inc

CLOSED

Shares0 from 85,000

Change-85,000 (-100%)

Value$0 (-$21.9K)

Filed 2024-05-15

Creative Planning

CLOSED

Shares0 from 78,487

Change-78,487 (-100%)

Value$0 (-$20.2K)

Filed 2024-05-13

Arete Wealth Advisors, LLC

CLOSED

Shares0 from 76,100

Change-76,100 (-100%)

Value$0 (-$19.6K)

Filed 2024-05-16

Citigroup Inc

CLOSED

Shares0 from 73,767

Change-73,767 (-100%)

Value$0 (-$19.0K)

Filed 2024-05-10

Mariner, LLC

CLOSED

Shares0 from 70,723

Change-70,723 (-100%)

Value$0 (-$18.2K)

Filed 2024-05-15

Squarepoint Ops LLC

CLOSED

Shares0 from 58,780

Change-58,780 (-100%)

Value$0 (-$15.1K)

Filed 2024-05-15

Marex Group Ltd

CLOSED

Shares0 from 53,600

Change-53,600 (-100%)

Value$0 (-$13.8K)

Filed 2026-04-02

LPL Financial LLC

CLOSED

Shares0 from 52,873

Change-52,873 (-100%)

Value$0 (-$13.6K)

Filed 2024-05-10

Rathbones Group PLC

CLOSED

Shares0 from 52,389

Change-52,389 (-100%)

Value$0 (-$13.5K)

Filed 2024-05-14

Brown Wealth Management, LLC

CLOSED

Shares0 from 50,000

Change-50,000 (-100%)

Value$0 (-$12.9K)

Filed 2024-05-13

Cetera Advisor Networks LLC

CLOSED

Shares0 from 46,033

Change-46,033 (-100%)

Value$0 (-$11.8K)

Filed 2024-05-24

Gotham Asset Management, LLC

CLOSED

Shares0 from 42,735

Change-42,735 (-100%)

Value$0 (-$11.0K)

Filed 2024-05-15

Mach-1 Financial Group, LLC

CLOSED

Shares0 from 41,676

Change-41,676 (-100%)

Value$0 (-$10.7K)

Filed 2024-05-10

Stifel Financial Corp

CLOSED

Shares0 from 41,363

Change-41,363 (-100%)

Value$0 (-$10.6K)

Filed 2024-05-14

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 35,113

Change-35,113 (-100%)

Value$0 (-$9.0K)

Filed 2024-04-22

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 35,073

Change-35,073 (-100%)

Value$0 (-$9)

Filed 2024-04-29

Level Financial Advisors

CLOSED

Shares0 from 32,500

Change-32,500 (-100%)

Value$0 (-$8.4K)

Filed 2024-04-19

Apollon Financial, LLC

CLOSED

Shares0 from 32,500

Change-32,500 (-100%)

Value$0 (-$8.4K)

Filed 2024-05-02

Staley Capital Advisers Inc

CLOSED

Shares0 from 31,603

Change-31,603 (-100%)

Value$0 (-$8.1K)

Filed 2024-05-06

Carolinas Wealth Consulting LLC

CLOSED

Shares0 from 31,211

Change-31,211 (-100%)

Value$0 (-$8.0K)

Filed 2024-05-15

Visionary Wealth Advisors

CLOSED

Shares0 from 30,650

Change-30,650 (-100%)

Value$0 (-$7.9K)

Filed 2024-05-15

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 25,700

Change-25,700 (-100%)

Value$0 (-$6.6K)

Filed 2024-05-15

Osaic Holdings, Inc.

CLOSED

Shares0 from 23,317

Change-23,317 (-100%)

Value$0 (-$6.0K)

Filed 2024-05-10

Balefire, LLC

CLOSED

Shares0 from 20,004

Change-20,004 (-100%)

Value$0 (-$5.1K)

Filed 2024-05-10

First Foundation Advisors

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$5.1K)

Filed 2024-05-10

Joseph P. Lucia & Associates, LLC

CLOSED

Shares0 from 20,000

Change-20,000 (-100%)

Value$0 (-$5.1K)

Filed 2024-05-03

Tidal Investments LLC

CLOSED

Shares0 from 19,590

Change-19,590 (-100%)

Value$0 (-$5.0K)

Filed 2024-05-16

Platt Investment Counsel, LLC

CLOSED

Shares0 from 19,250

Change-19,250 (-100%)

Value$0 (-$5.0K)

Filed 2024-04-19

Teacher Retirement System of Texas

CLOSED

Shares0 from 19,190

Change-19,190 (-100%)

Value$0 (-$5)

Filed 2024-05-06

Cerity Partners LLC

CLOSED

Shares0 from 19,137

Change-19,137 (-100%)

Value$0 (-$4.9K)

Filed 2024-05-14

Toth Financial Advisory Corp

CLOSED

Shares0 from 19,000

Change-19,000 (-100%)

Value$0 (-$4.9K)

Filed 2024-04-16

Legacy Capital Wealth Partners, LLC

CLOSED

Shares0 from 19,000

Change-19,000 (-100%)

Value$0 (-$4.9K)

Filed 2024-05-10

Curi Capital, LLC

CLOSED

Shares0 from 17,359

Change-17,359 (-100%)

Value$0 (-$4.5K)

Filed 2024-05-15

Wells Fargo & Company

CLOSED

Shares0 from 15,532

Change-15,532 (-100%)

Value$0 (-$4.0K)

Filed 2024-05-10

First National Trust Co

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$3.9K)

Filed 2024-04-26

AQR Capital Management LLC

CLOSED

Shares0 from 14,300

Change-14,300 (-100%)

Value$0 (-$3.7K)

Filed 2024-05-15

Corient Private Wealth LP

CLOSED

Shares0 from 14,000

Change-14,000 (-100%)

Value$0 (-$3.6K)

Filed 2024-05-09

Royal Bank of Canada

CLOSED

Shares0 from 13,756

Change-13,756 (-100%)

Value$0 (-$4.0K)

Filed 2024-11-05

Raymond James & Associates

CLOSED

Shares0 from 13,288

Change-13,288 (-100%)

Value$0 (-$3.4K)

Filed 2024-04-22

LongView Wealth Management

CLOSED

Shares0 from 12,800

Change-12,800 (-100%)

Value$0 (-$2.7K)

Filed 2024-04-16

SG Americas Securities, LLC

CLOSED

Shares0 from 11,279

Change-11,279 (-100%)

Value$0 (-$3)

Filed 2024-05-06

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$2.8K)

Filed 2024-05-09

Verus Capital Partners, LLC

CLOSED

Shares0 from 10,932

Change-10,932 (-100%)

Value$0 (-$2.8K)

Filed 2024-05-07

Cutler Group LP

CLOSED

Shares0 from 10,891

Change-10,891 (-100%)

Value$0 (-$2)

Filed 2024-04-19

HighTower Advisors, LLC

CLOSED

Shares0 from 10,683

Change-10,683 (-100%)

Value$0 (-$2.0K)

Filed 2024-05-06

Orion Porfolio Solutions, LLC

CLOSED

Shares0 from 10,672

Change-10,672 (-100%)

Value$0 (-$2.7K)

Filed 2025-07-31

Orion Portfolio Solutions, LLC

CLOSED

Shares0 from 10,672

Change-10,672 (-100%)

Value$0 (-$2.7K)

Filed 2024-05-09

IHT Wealth Management, LLC

CLOSED

Shares0 from 10,650

Change-10,650 (-100%)

Value$0 (-$2.7K)

Filed 2024-05-15

Integrated Wealth Concepts LLC

CLOSED

Shares0 from 10,450

Change-10,450 (-100%)

Value$0 (-$2.7K)

Filed 2024-05-15

Gerber Kawasaki Wealth & Investment Management

CLOSED

Shares0 from 10,022

Change-10,022 (-100%)

Value$0 (-$2.6K)

Filed 2024-05-14

Centennial Wealth Advisory LLC

CLOSED

Shares0 from 10,020

Change-10,020 (-100%)

Value$0 (-$2.6K)

Filed 2024-04-22

Advisors Management Group Inc

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$3)

Filed 2024-04-26

Fogel Capital Management, Inc.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$1.6K)

Filed 2024-05-14

Spire Wealth Management

CLOSED

Shares0 from 7,000

Change-7,000 (-100%)

Value$0 (-$1.2K)

Filed 2024-04-24

TrinityBridge Ltd

CLOSED

Shares0 from 5,100

Change-5,100 (-100%)

Value$0 (-$1)

Filed 2024-05-14

Crewe Advisors LLC

CLOSED

Shares0 from 4,396

Change-4,396 (-100%)

Value$0 (-$1.1K)

Filed 2024-05-14

Credit Agricole S A

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$1.0K)

Filed 2024-05-14

Stephens Consulting, LLC

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$1.0K)

Filed 2024-04-17

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 4,000

Change-4,000 (-100%)

Value$0 (-$1.0K)

Filed 2024-05-10

Advisory Services Network, LLC

CLOSED

Shares0 from 3,606

Change-3,606 (-100%)

Value$0 (-$927)

Filed 2024-05-06

National Bank of Canada

CLOSED

Shares0 from 3,500

Change-3,500 (-100%)

Value$0 (-$811)

Filed 2024-05-13

JPMorgan Chase & Co

CLOSED

Shares0 from 2,037

Change-2,037 (-100%)

Value$0 (-$524)

Filed 2024-12-26

Private Ocean, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$514)

Filed 2024-04-17

Central Trust Co

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$515)

Filed 2024-04-24

DecisionPoint Financial, LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$515)

Filed 2024-04-30

Trust Co of Vermont

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$514)

Filed 2024-05-03

Compagnie Lombard Odier SCmA

CLOSED

Shares0 from 1,610

Change-1,610 (-100%)

Value$0 (-$415)

Filed 2024-05-01

US Bancorp \de\

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$386)

Filed 2024-05-08

O'Dell Group, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$258)

Filed 2024-05-07

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$257)

Filed 2024-05-15

Investors Research Corp

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$257)

Filed 2024-05-06

Benjamin Edwards Inc

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 ($0)

Filed 2024-04-29

Perritt Capital Management Inc

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$257)

Filed 2024-05-15

ORG Partners LLC

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$257)

Filed 2024-05-06

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 706

Change-706 (-100%)

Value$0 (-$181)

Filed 2024-05-15

Gradient Investments LLC

CLOSED

Shares0 from 597

Change-597 (-100%)

Value$0 (-$154)

Filed 2024-04-23

Global Retirement Partners, LLC

CLOSED

Shares0 from 246

Change-246 (-100%)

Value$0 (-$45)

Filed 2024-04-23

Householder Group Estate & Retirement Specialist, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 ($0)

Filed 2024-05-03

Covestor Ltd

CLOSED

Shares0 from 105

Change-105 (-100%)

Value$0 ($0)

Filed 2024-05-10

AdvisorNet Financial, Inc

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$26)

Filed 2024-04-12

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$26)

Filed 2024-05-15

NewEdge Advisors, LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$25)

Filed 2024-05-14

Cornerstone Planning Group LLC

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$26)

Filed 2024-05-07

Wolff Wiese Magana LLC

CLOSED

Shares0 from 80

Change-80 (-100%)

Value$0 (-$21)

Filed 2024-04-18

North Star Investment Management Corp.

CLOSED

Shares0 from 61

Change-61 (-100%)

Value$0 (-$16)

Filed 2024-04-30

HM Payson & Co

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$13)

Filed 2024-06-20

Arax Advisory Partners

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$13)

Filed 2024-05-14

CWM, LLC

CLOSED

Shares0 from 13

Change-13 (-100%)

Value$0 ($0)

Filed 2024-04-05

Harbor Investment Advisory, LLC

CLOSED

Shares0 from 5

Change-5 (-100%)

Value$0 (-$1)

Filed 2024-04-12

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
HBW Advisory Services LLC	UNCHANGED	26,701	26,701	0	0%	$7	$7	$0	2024-04-19
Armstrong Advisory Group, Inc	UNCHANGED	1,200	1,200	0	0%	$309	$309	$0	2024-04-12
IFP Advisors, Inc	UNCHANGED	49	49	0	0%	$13	$5	-$8	2024-07-30
Dhjj Financial Advisors, Ltd.	DECREASED	43	1,000	-957	-96%	$258	$154	-$104	2024-04-11
Vanguard Group Inc	CLOSED	0	26,036,884	-26,036,884	-100%	$6.7M	$0	-$6.7M	2024-05-10
BlackRock Inc.	CLOSED	0	13,791,343	-13,791,343	-100%	$3.5M	$0	-$3.5M	2024-05-10
Geode Capital Management, LLC	CLOSED	0	6,368,325	-6,368,325	-100%	$1.6M	$0	-$1.6M	2024-05-13
Charles Schwab Investment Management Inc	CLOSED	0	3,914,481	-3,914,481	-100%	$1.0M	$0	-$1.0M	2024-05-09
State Street Corp	CLOSED	0	2,686,011	-2,686,011	-100%	$690.8K	$0	-$690.8K	2024-05-15
Qube Research & Technologies Ltd	CLOSED	0	2,670,242	-2,670,242	-100%	$686.8K	$0	-$686.8K	2024-05-14
Morgan Stanley	CLOSED	0	1,550,282	-1,550,282	-100%	$398.7K	$0	-$398.7K	2024-10-17
Northern Trust Corp	CLOSED	0	1,161,583	-1,161,583	-100%	$298.8K	$0	-$298.8K	2024-05-14
Susquehanna International Group, LLP	CLOSED	0	1,104,077	-1,104,077	-100%	$284.0K	$0	-$284.0K	2024-05-07
Jane Street Group, LLC	CLOSED	0	1,016,916	-1,016,916	-100%	$261.6K	$0	-$261.6K	2024-05-16
EP Wealth Advisors, LLC	CLOSED	0	1,000,000	-1,000,000	-100%	$257.2K	$0	-$257.2K	2024-05-14
Bank of America Corp	CLOSED	0	730,336	-730,336	-100%	$187.7K	$0	-$187.7K	2025-03-18
Group One Trading LLC	CLOSED	0	675,205	-675,205	-100%	$173.7K	$0	-$173.7K	2024-05-10
Goldman Sachs Group Inc	CLOSED	0	470,047	-470,047	-100%	$120.9K	$0	-$120.9K	2024-05-15
Amundi	CLOSED	0	323,479	-323,479	-100%	$68.9K	$0	-$68.9K	2024-05-15
Barclays PLC	CLOSED	0	311,561	-311,561	-100%	$80.1K	$0	-$80.1K	2026-03-24
HRT Financial LP	CLOSED	0	305,571	-305,571	-100%	$78	$0	-$78	2024-05-13
Millennium Management LLC	CLOSED	0	280,291	-280,291	-100%	$72.1K	$0	-$72.1K	2024-05-15
Bank of New York Mellon Corp	CLOSED	0	224,949	-224,949	-100%	$57.9K	$0	-$57.9K	2024-04-25
UBS Group AG	CLOSED	0	207,773	-207,773	-100%	$53.4K	$0	-$53.4K	2024-05-13
Cambridge Investment Research Advisors, Inc.	CLOSED	0	202,019	-202,019	-100%	$52	$0	-$52	2024-04-24
Citadel Advisors LLC	CLOSED	0	181,843	-181,843	-100%	$46.8K	$0	-$46.8K	2024-05-15
Two Sigma Securities, LLC	CLOSED	0	166,390	-166,390	-100%	$42.8K	$0	-$42.8K	2024-05-15
Kestra Private Wealth Services, LLC	CLOSED	0	155,300	-155,300	-100%	$39.9K	$0	-$39.9K	2024-05-02
Virtu Financial LLC	CLOSED	0	152,760	-152,760	-100%	$39	$0	-$39	2024-05-20
Vontobel Holding Ltd.	CLOSED	0	148,000	-148,000	-100%	$38.1K	$0	-$38.1K	2024-05-10
Kestra Advisory Services, LLC	CLOSED	0	147,121	-147,121	-100%	$37.8K	$0	-$37.8K	2024-05-15
StoneX Group Inc.	CLOSED	0	135,710	-135,710	-100%	$34.9K	$0	-$34.9K	2025-08-13
Envestnet Asset Management Inc	CLOSED	0	132,779	-132,779	-100%	$34.2K	$0	-$34.2K	2024-05-13
FMR LLC	CLOSED	0	132,231	-132,231	-100%	$34.0K	$0	-$34.0K	2026-11-05
Mercer Global Advisors Inc	CLOSED	0	117,540	-117,540	-100%	$30	$0	-$30	2024-05-15
AE Wealth Management LLC	CLOSED	0	112,138	-112,138	-100%	$17.4K	$0	-$17.4K	2024-05-15
MBL Wealth, LLC	CLOSED	0	107,171	-107,171	-100%	$27.6K	$0	-$27.6K	2024-04-22
Fishman JAY A LTD	CLOSED	0	102,500	-102,500	-100%	$26.4K	$0	-$26.4K	2024-04-23
Victory Capital Management Inc	CLOSED	0	87,267	-87,267	-100%	$22.4K	$0	-$22.4K	2024-05-03
Stephens Inc	CLOSED	0	85,000	-85,000	-100%	$21.9K	$0	-$21.9K	2024-05-15
Creative Planning	CLOSED	0	78,487	-78,487	-100%	$20.2K	$0	-$20.2K	2024-05-13
Arete Wealth Advisors, LLC	CLOSED	0	76,100	-76,100	-100%	$19.6K	$0	-$19.6K	2024-05-16
Citigroup Inc	CLOSED	0	73,767	-73,767	-100%	$19.0K	$0	-$19.0K	2024-05-10
Mariner, LLC	CLOSED	0	70,723	-70,723	-100%	$18.2K	$0	-$18.2K	2024-05-15
Squarepoint Ops LLC	CLOSED	0	58,780	-58,780	-100%	$15.1K	$0	-$15.1K	2024-05-15
Marex Group Ltd	CLOSED	0	53,600	-53,600	-100%	$13.8K	$0	-$13.8K	2026-04-02
LPL Financial LLC	CLOSED	0	52,873	-52,873	-100%	$13.6K	$0	-$13.6K	2024-05-10
Rathbones Group PLC	CLOSED	0	52,389	-52,389	-100%	$13.5K	$0	-$13.5K	2024-05-14
Brown Wealth Management, LLC	CLOSED	0	50,000	-50,000	-100%	$12.9K	$0	-$12.9K	2024-05-13
Cetera Advisor Networks LLC	CLOSED	0	46,033	-46,033	-100%	$11.8K	$0	-$11.8K	2024-05-24
Gotham Asset Management, LLC	CLOSED	0	42,735	-42,735	-100%	$11.0K	$0	-$11.0K	2024-05-15
Mach-1 Financial Group, LLC	CLOSED	0	41,676	-41,676	-100%	$10.7K	$0	-$10.7K	2024-05-10
Stifel Financial Corp	CLOSED	0	41,363	-41,363	-100%	$10.6K	$0	-$10.6K	2024-05-14
Raymond James Financial Services Advisors, Inc.	CLOSED	0	35,113	-35,113	-100%	$9.0K	$0	-$9.0K	2024-04-22
Commonwealth Equity Services, LLC	CLOSED	0	35,073	-35,073	-100%	$9	$0	-$9	2024-04-29
Level Financial Advisors	CLOSED	0	32,500	-32,500	-100%	$8.4K	$0	-$8.4K	2024-04-19
Apollon Financial, LLC	CLOSED	0	32,500	-32,500	-100%	$8.4K	$0	-$8.4K	2024-05-02
Staley Capital Advisers Inc	CLOSED	0	31,603	-31,603	-100%	$8.1K	$0	-$8.1K	2024-05-06
Carolinas Wealth Consulting LLC	CLOSED	0	31,211	-31,211	-100%	$8.0K	$0	-$8.0K	2024-05-15
Visionary Wealth Advisors	CLOSED	0	30,650	-30,650	-100%	$7.9K	$0	-$7.9K	2024-05-15
Tower Research Capital LLC (TRC)	CLOSED	0	25,700	-25,700	-100%	$6.6K	$0	-$6.6K	2024-05-15
Osaic Holdings, Inc.	CLOSED	0	23,317	-23,317	-100%	$6.0K	$0	-$6.0K	2024-05-10
Balefire, LLC	CLOSED	0	20,004	-20,004	-100%	$5.1K	$0	-$5.1K	2024-05-10
First Foundation Advisors	CLOSED	0	20,000	-20,000	-100%	$5.1K	$0	-$5.1K	2024-05-10
Joseph P. Lucia & Associates, LLC	CLOSED	0	20,000	-20,000	-100%	$5.1K	$0	-$5.1K	2024-05-03
Tidal Investments LLC	CLOSED	0	19,590	-19,590	-100%	$5.0K	$0	-$5.0K	2024-05-16
Platt Investment Counsel, LLC	CLOSED	0	19,250	-19,250	-100%	$5.0K	$0	-$5.0K	2024-04-19
Teacher Retirement System of Texas	CLOSED	0	19,190	-19,190	-100%	$5	$0	-$5	2024-05-06
Cerity Partners LLC	CLOSED	0	19,137	-19,137	-100%	$4.9K	$0	-$4.9K	2024-05-14
Toth Financial Advisory Corp	CLOSED	0	19,000	-19,000	-100%	$4.9K	$0	-$4.9K	2024-04-16
Legacy Capital Wealth Partners, LLC	CLOSED	0	19,000	-19,000	-100%	$4.9K	$0	-$4.9K	2024-05-10
Curi Capital, LLC	CLOSED	0	17,359	-17,359	-100%	$4.5K	$0	-$4.5K	2024-05-15
Wells Fargo & Company	CLOSED	0	15,532	-15,532	-100%	$4.0K	$0	-$4.0K	2024-05-10
First National Trust Co	CLOSED	0	15,000	-15,000	-100%	$3.9K	$0	-$3.9K	2024-04-26
AQR Capital Management LLC	CLOSED	0	14,300	-14,300	-100%	$3.7K	$0	-$3.7K	2024-05-15
Corient Private Wealth LP	CLOSED	0	14,000	-14,000	-100%	$3.6K	$0	-$3.6K	2024-05-09
Royal Bank of Canada	CLOSED	0	13,756	-13,756	-100%	$4.0K	$0	-$4.0K	2024-11-05
Raymond James & Associates	CLOSED	0	13,288	-13,288	-100%	$3.4K	$0	-$3.4K	2024-04-22
LongView Wealth Management	CLOSED	0	12,800	-12,800	-100%	$2.7K	$0	-$2.7K	2024-04-16
SG Americas Securities, LLC	CLOSED	0	11,279	-11,279	-100%	$3	$0	-$3	2024-05-06
Kingsview Wealth Management, LLC	CLOSED	0	11,000	-11,000	-100%	$2.8K	$0	-$2.8K	2024-05-09
Verus Capital Partners, LLC	CLOSED	0	10,932	-10,932	-100%	$2.8K	$0	-$2.8K	2024-05-07
Cutler Group LP	CLOSED	0	10,891	-10,891	-100%	$2	$0	-$2	2024-04-19
HighTower Advisors, LLC	CLOSED	0	10,683	-10,683	-100%	$2.0K	$0	-$2.0K	2024-05-06
Orion Porfolio Solutions, LLC	CLOSED	0	10,672	-10,672	-100%	$2.7K	$0	-$2.7K	2025-07-31
Orion Portfolio Solutions, LLC	CLOSED	0	10,672	-10,672	-100%	$2.7K	$0	-$2.7K	2024-05-09
IHT Wealth Management, LLC	CLOSED	0	10,650	-10,650	-100%	$2.7K	$0	-$2.7K	2024-05-15
Integrated Wealth Concepts LLC	CLOSED	0	10,450	-10,450	-100%	$2.7K	$0	-$2.7K	2024-05-15
Gerber Kawasaki Wealth & Investment Management	CLOSED	0	10,022	-10,022	-100%	$2.6K	$0	-$2.6K	2024-05-14
Centennial Wealth Advisory LLC	CLOSED	0	10,020	-10,020	-100%	$2.6K	$0	-$2.6K	2024-04-22
Advisors Management Group Inc	CLOSED	0	10,000	-10,000	-100%	$3	$0	-$3	2024-04-26
Fogel Capital Management, Inc.	CLOSED	0	10,000	-10,000	-100%	$1.6K	$0	-$1.6K	2024-05-14
Spire Wealth Management	CLOSED	0	7,000	-7,000	-100%	$1.2K	$0	-$1.2K	2024-04-24
TrinityBridge Ltd	CLOSED	0	5,100	-5,100	-100%	$1	$0	-$1	2024-05-14
Crewe Advisors LLC	CLOSED	0	4,396	-4,396	-100%	$1.1K	$0	-$1.1K	2024-05-14
Credit Agricole S A	CLOSED	0	4,000	-4,000	-100%	$1.0K	$0	-$1.0K	2024-05-14
Stephens Consulting, LLC	CLOSED	0	4,000	-4,000	-100%	$1.0K	$0	-$1.0K	2024-04-17
PNC Financial Services Group, Inc.	CLOSED	0	4,000	-4,000	-100%	$1.0K	$0	-$1.0K	2024-05-10
Advisory Services Network, LLC	CLOSED	0	3,606	-3,606	-100%	$927	$0	-$927	2024-05-06
National Bank of Canada	CLOSED	0	3,500	-3,500	-100%	$811	$0	-$811	2024-05-13
JPMorgan Chase & Co	CLOSED	0	2,037	-2,037	-100%	$524	$0	-$524	2024-12-26
Private Ocean, LLC	CLOSED	0	2,000	-2,000	-100%	$514	$0	-$514	2024-04-17
Central Trust Co	CLOSED	0	2,000	-2,000	-100%	$515	$0	-$515	2024-04-24
DecisionPoint Financial, LLC	CLOSED	0	2,000	-2,000	-100%	$515	$0	-$515	2024-04-30
Trust Co of Vermont	CLOSED	0	2,000	-2,000	-100%	$514	$0	-$514	2024-05-03
Compagnie Lombard Odier SCmA	CLOSED	0	1,610	-1,610	-100%	$415	$0	-$415	2024-05-01
US Bancorp \de\	CLOSED	0	1,500	-1,500	-100%	$386	$0	-$386	2024-05-08
O'Dell Group, LLC	CLOSED	0	1,000	-1,000	-100%	$258	$0	-$258	2024-05-07
Steward Partners Investment Advisory, LLC	CLOSED	0	1,000	-1,000	-100%	$257	$0	-$257	2024-05-15
Investors Research Corp	CLOSED	0	1,000	-1,000	-100%	$257	$0	-$257	2024-05-06
Benjamin Edwards Inc	CLOSED	0	1,000	-1,000	-100%	$0	$0	$0	2024-04-29
Perritt Capital Management Inc	CLOSED	0	1,000	-1,000	-100%	$257	$0	-$257	2024-05-15
ORG Partners LLC	CLOSED	0	1,000	-1,000	-100%	$257	$0	-$257	2024-05-06
Federation des caisses Desjardins du Quebec	CLOSED	0	706	-706	-100%	$181	$0	-$181	2024-05-15
Gradient Investments LLC	CLOSED	0	597	-597	-100%	$154	$0	-$154	2024-04-23
Global Retirement Partners, LLC	CLOSED	0	246	-246	-100%	$45	$0	-$45	2024-04-23
Householder Group Estate & Retirement Specialist, LLC	CLOSED	0	200	-200	-100%	$0	$0	$0	2024-05-03
Covestor Ltd	CLOSED	0	105	-105	-100%	$0	$0	$0	2024-05-10
AdvisorNet Financial, Inc	CLOSED	0	100	-100	-100%	$26	$0	-$26	2024-04-12
Northwestern Mutual Wealth Management Co	CLOSED	0	100	-100	-100%	$26	$0	-$26	2024-05-15
NewEdge Advisors, LLC	CLOSED	0	100	-100	-100%	$25	$0	-$25	2024-05-14
Cornerstone Planning Group LLC	CLOSED	0	100	-100	-100%	$26	$0	-$26	2024-05-07
Wolff Wiese Magana LLC	CLOSED	0	80	-80	-100%	$21	$0	-$21	2024-04-18
North Star Investment Management Corp.	CLOSED	0	61	-61	-100%	$16	$0	-$16	2024-04-30
HM Payson & Co	CLOSED	0	50	-50	-100%	$13	$0	-$13	2024-06-20
Arax Advisory Partners	CLOSED	0	50	-50	-100%	$13	$0	-$13	2024-05-14
CWM, LLC	CLOSED	0	13	-13	-100%	$0	$0	$0	2024-04-05
Harbor Investment Advisory, LLC	CLOSED	0	5	-5	-100%	$1	$0	-$1	2024-04-12
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 129 of 129 institutions