Immunic Inc (IMUX)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

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

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Aberdeen Group plc

UNCHANGED

Shares8,243,941 from 8,243,941

Change0 (0%)

Value$9.2M (+$4.8M)

Filed 2026-04-29

BVF Inc

UNCHANGED

Shares7,652,972 from 7,652,972

Change0 (0%)

Value$8.5M (+$4.4M)

Filed 2026-05-15

Avidity Partners Management LP

INCREASED

Shares6,699,411 from 4,699,411

Change+2,000,000 (+43%)

Value$7.4M (+$4.9M)

Filed 2026-05-28

Vanguard Capital Management LLC

NEW

Shares5,138,316

Change+5,138,316

Value$5.7M

Filed 2026-05-15

Soleus Capital Management, L.P.

NEW

Shares4,500,000

Change+4,500,000

Value$5.0M

Filed 2026-05-14

Laurion Capital Management LP

UNCHANGED

Shares3,882,162 from 3,882,162

Change0 (0%)

Value$4.3M (+$2.2M)

Filed 2026-05-14

Millennium Management LLC

INCREASED

Shares3,779,922 from 3,419,299

Change+360,623 (+11%)

Value$4.2M (+$2.4M)

Filed 2026-05-15

Morgan Stanley

INCREASED

Shares3,288,540 from 2,091,011

Change+1,197,529 (+57%)

Value$3.7M (+$2.5M)

Filed 2026-05-15

Nantahala Capital Management, LLC

DECREASED

Shares2,506,491 from 4,378,406

Change-1,871,915 (-43%)

Value$2.8M (+$445.5K)

Filed 2026-05-15

683 Capital Management, LLC

NEW

Shares2,450,000

Change+2,450,000

Value$2.7M

Filed 2026-05-15

Propel Bio Management, LLC

NEW

Shares2,344,779

Change+2,344,779

Value$2.6M

Filed 2026-05-14

Geode Capital Management, LLC

INCREASED

Shares1,525,769 from 1,176,285

Change+349,484 (+30%)

Value$1.7M (+$1.1M)

Filed 2026-05-15

Adage Capital Partners GP, L.L.C.

UNCHANGED

Shares1,398,600 from 1,398,600

Change0 (0%)

Value$1.6M (+$806.0K)

Filed 2026-05-15

Susquehanna International Group, LLP

INCREASED

Shares1,028,256 from 333,829

Change+694,427 (+208%)

Value$1.1M (+$963.2K)

Filed 2026-05-15

Woodline Partners LP

NEW

Shares967,152

Change+967,152

Value$1.1M

Filed 2026-05-15

BlackRock, Inc.

INCREASED

Shares964,230 from 717,470

Change+246,760 (+34%)

Value$1.1M (+$687.4K)

Filed 2026-05-13

Renaissance Technologies LLC

NEW

Shares919,164

Change+919,164

Value$1.0M

Filed 2026-05-14

Ikarian Capital, LLC

UNCHANGED

Shares674,662 from 674,662

Change0 (0%)

Value$748.9K (+$388.8K)

Filed 2026-05-15

Jane Street Group, LLC

INCREASED

Shares659,153 from 286,677

Change+372,476 (+130%)

Value$731.7K (+$578.7K)

Filed 2026-05-12

State Street Corp

INCREASED

Shares565,645 from 331,945

Change+233,700 (+70%)

Value$627.9K (+$450.7K)

Filed 2026-05-15

UBS Group AG

DECREASED

Shares522,797 from 537,118

Change-14,321 (-3%)

Value$580.3K (+$293.5K)

Filed 2026-05-05

HRT Financial LP

NEW

Shares493,393

Change+493,393

Value$547

Filed 2026-05-14

Simplify Asset Management Inc.

NEW

Shares438,932

Change+438,932

Value$487.2K

Filed 2026-04-27

Northern Trust Corp

INCREASED

Shares263,328 from 220,727

Change+42,601 (+19%)

Value$292.3K (+$174.5K)

Filed 2026-05-14

Hudson Bay Capital Management LP

NEW

Shares213,017

Change+213,017

Value$236.4K

Filed 2026-05-13

LPL Financial LLC

INCREASED

Shares169,300 from 58,050

Change+111,250 (+192%)

Value$187.9K (+$156.9K)

Filed 2026-05-06

Omers Administration Corp

NEW

Shares168,300

Change+168,300

Value$186.8K

Filed 2026-05-15

Goldman Sachs Group Inc

NEW

Shares149,770

Change+149,770

Value$166.2K

Filed 2026-05-15

Bank of America Corp

INCREASED

Shares143,867 from 178

Change+143,689 (+80724%)

Value$159.7K (+$159.6K)

Filed 2026-05-18

BNP Paribas Financial Markets

INCREASED

Shares121,850 from 26

Change+121,824 (+468554%)

Value$135.3K (+$135.2K)

Filed 2026-05-12

Citadel Advisors LLC

DECREASED

Shares114,487 from 266,806

Change-152,319 (-57%)

Value$127.1K (-$15.3K)

Filed 2026-05-15

Virtu Financial LLC

NEW

Shares113,366

Change+113,366

Value$126

Filed 2026-05-14

Qube Research & Technologies Ltd

NEW

Shares111,460

Change+111,460

Value$123.7K

Filed 2026-05-15

Strategies Wealth Advisors, LLC

UNCHANGED

Shares100,000 from 100,000

Change0 (0%)

Value$111.0K (+$57.6K)

Filed 2026-05-15

HB Wealth Management, LLC

UNCHANGED

Shares91,450 from 91,450

Change0 (0%)

Value$101.5K (+$52.7K)

Filed 2026-04-27

MML Investors Services, LLC

NEW

Shares90,630

Change+90,630

Value$100.6K

Filed 2026-05-04

Charles Schwab Investment Management Inc

INCREASED

Shares85,000 from 25,000

Change+60,000 (+240%)

Value$94.4K (+$81.0K)

Filed 2026-05-15

Two Sigma Investments, LP

DECREASED

Shares67,186 from 76,186

Change-9,000 (-12%)

Value$74.6K (+$33.9K)

Filed 2026-05-15

Cambridge Investment Research Advisors, Inc.

NEW

Shares48,500

Change+48,500

Value$54

Filed 2026-04-30

Brevan Howard Capital Management LP

NEW

Shares45,843

Change+45,843

Value$50.9K

Filed 2026-05-15

Creative Planning

INCREASED

Shares35,022 from 35,000

Change+22 (+0%)

Value$38.9K (+$20.2K)

Filed 2026-05-12

Graham Capital Management, L.P.

NEW

Shares33,297

Change+33,297

Value$37.0K

Filed 2026-05-15

Tower Research Capital LLC (TRC)

INCREASED

Shares32,868 from 3,841

Change+29,027 (+756%)

Value$36.5K (+$34.4K)

Filed 2026-05-15

XTX Topco Ltd

DECREASED

Shares30,824 from 225,271

Change-194,447 (-86%)

Value$34.2K (-$86.0K)

Filed 2026-05-15

Adar1 Capital Management, LLC

NEW

Shares30,000

Change+30,000

Value$0

Filed 2026-05-18

Quadrature Capital Ltd

NEW

Shares29,627

Change+29,627

Value$32.9K

Filed 2026-05-15

Bank of New York Mellon Corp

DECREASED

Shares28,358 from 30,456

Change-2,098 (-7%)

Value$31.5K (+$15.2K)

Filed 2026-05-05

Schonfeld Strategic Advisors LLC

NEW

Shares28,300

Change+28,300

Value$31.4K

Filed 2026-05-15

Scientech Research LLC

NEW

Shares26,635

Change+26,635

Value$29.6K

Filed 2026-05-15

CTC Alternative Strategies, Ltd.

NEW

Shares24,390

Change+24,390

Value$27.1K

Filed 2026-05-21

Corient Private Wealth LP

NEW

Shares22,100

Change+22,100

Value$24.5K

Filed 2026-05-15

Lincoln Capital Corp

NEW

Shares20,400

Change+20,400

Value$22.6K

Filed 2026-04-16

Osaic Holdings, Inc.

NEW

Shares20,000

Change+20,000

Value$22.2K

Filed 2026-05-15

AXQ Capital, LP

NEW

Shares18,151

Change+18,151

Value$20.1K

Filed 2026-05-13

Balboa Wealth Partners

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$13.3K (+$6.9K)

Filed 2026-04-16

Baader Bank Aktiengesellschaft

NEW

Shares11,281

Change+11,281

Value$8.2K

Filed 2026-05-08

Commonwealth Equity Services, LLC

NEW

Shares10,360

Change+10,360

Value$11.5K

Filed 2026-04-27

Dynamic Advisor Solutions LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$11.1K (+$5.8K)

Filed 2026-04-08

Crescent Grove Advisors, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$11.1K (+$5.8K)

Filed 2026-05-06

Private Advisor Group, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$11.1K (+$5.8K)

Filed 2026-04-27

CWM, LLC

UNCHANGED

Shares8,642 from 8,642

Change0 (0%)

Value$9.6K (+$9.6K)

Filed 2026-05-14

SBI Securities Co., Ltd.

INCREASED

Shares3,765 from 3,605

Change+160 (+4%)

Value$4.2K (+$2.3K)

Filed 2026-04-28

Royal Bank of Canada

INCREASED

Shares3,005 from 42

Change+2,963 (+7055%)

Value$3.0K (+$3.0K)

Filed 2026-05-15

Barclays PLC

INCREASED

Shares2,428 from 406

Change+2,022 (+498%)

Value$2.7K (+$2.5K)

Filed 2026-05-15

Group One Trading LLC

NEW

Shares1,702

Change+1,702

Value$1.9K

Filed 2026-05-13

Northwestern Mutual Wealth Management Co

INCREASED

Shares1,505 from 1,500

Change+5 (+0%)

Value$1.7K (+$870)

Filed 2026-05-07

Rockefeller Capital Management L.P.

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$1.1K (+$576)

Filed 2026-05-14

Wells Fargo & Company

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$999 (+$519)

Filed 2026-07-08

FMR LLC

NEW

Shares455

Change+455

Value$505

Filed 2026-05-15

JPMorgan Chase & Co

UNCHANGED

Shares407 from 407

Change0 (0%)

Value$419 (+$202)

Filed 2026-05-13

SHP Wealth Management

INCREASED

Shares140 from 50

Change+90 (+180%)

Value$155 (+$128)

Filed 2026-05-08

Smartleaf Asset Management LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$22 (+$11)

Filed 2026-05-15

Caitong International Asset Management Co., Ltd

NEW

Shares3

Change+3

Value$3

Filed 2026-05-11

Focus Partners Wealth

CLOSED

Shares0 from 2,622,462

Change-2,622,462 (-100%)

Value$0 (-$2.3M)

Filed 2026-05-15

Marshall Wace, LLP

CLOSED

Shares0 from 1,019,983

Change-1,019,983 (-100%)

Value$0 (-$540.6K)

Filed 2026-05-15

GSA Capital Partners LLP

CLOSED

Shares0 from 527,455

Change-527,455 (-100%)

Value$0 (-$282)

Filed 2026-05-08

Squarepoint Ops LLC

CLOSED

Shares0 from 352,875

Change-352,875 (-100%)

Value$0 (-$188.3K)

Filed 2026-05-15

Connective Capital Management, LLC

CLOSED

Shares0 from 301,296

Change-301,296 (-100%)

Value$0 (-$160.8K)

Filed 2026-05-13

Seven Fleet Capital Management LP

CLOSED

Shares0 from 155,223

Change-155,223 (-100%)

Value$0 (-$82.8K)

Filed 2026-06-04

Boothbay Fund Management, LLC

CLOSED

Shares0 from 130,585

Change-130,585 (-100%)

Value$0 (-$69.7K)

Filed 2026-05-15

Bridgeway Capital Management, LLC

CLOSED

Shares0 from 40,000

Change-40,000 (-100%)

Value$0 (-$21.3K)

Filed 2026-05-15

Marex Group Ltd

CLOSED

Shares0 from 32,700

Change-32,700 (-100%)

Value$0 (-$17.5K)

Filed 2026-05-13

StoneX Group Inc.

CLOSED

Shares0 from 20,540

Change-20,540 (-100%)

Value$0 (-$11.0K)

Filed 2026-05-14

Level Four Advisory Services, LLC

CLOSED

Shares0 from 10,780

Change-10,780 (-100%)

Value$0 (-$5.8K)

Filed 2026-05-14

PFG Investments, LLC

CLOSED

Shares0 from 10,500

Change-10,500 (-100%)

Value$0 (-$5.6K)

Filed 2026-04-27

Retirement Planning Group, LLC

CLOSED

Shares0 from 10,417

Change-10,417 (-100%)

Value$0 (-$5.6K)

Filed 2026-05-04

Addison Advisors LLC

CLOSED

Shares0 from 5,200

Change-5,200 (-100%)

Value$0 (-$2.8K)

Filed 2026-05-08

Allworth Financial LP

CLOSED

Shares0 from 842

Change-842 (-100%)

Value$0 (-$450)

Filed 2026-05-15

Caldwell Sutter Capital, Inc.

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$2)

Filed 2026-05-06

Parallel Advisors, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$1)

Filed 2026-06-03

Vanguard Group Inc

DECREASED

Shares0 from 5,020,337

Change-5,020,337 (-100%)

Value$0 (-$2.7M)

Filed 2026-05-14

	Status
Aberdeen Group plc	UNCHANGED	8,243,941	8,243,941	0	0%	$4.4M	$9.2M	+$4.8M	2026-04-29
BVF Inc	UNCHANGED	7,652,972	7,652,972	0	0%	$4.1M	$8.5M	+$4.4M	2026-05-15
Avidity Partners Management LP	INCREASED	6,699,411	4,699,411	+2,000,000	+43%	$2.5M	$7.4M	+$4.9M	2026-05-28
Vanguard Capital Management LLC	NEW	5,138,316	—	+5,138,316	—	—	$5.7M	—	2026-05-15
Soleus Capital Management, L.P.	NEW	4,500,000	—	+4,500,000	—	—	$5.0M	—	2026-05-14
Laurion Capital Management LP	UNCHANGED	3,882,162	3,882,162	0	0%	$2.1M	$4.3M	+$2.2M	2026-05-14
Millennium Management LLC	INCREASED	3,779,922	3,419,299	+360,623	+11%	$1.8M	$4.2M	+$2.4M	2026-05-15
Morgan Stanley	INCREASED	3,288,540	2,091,011	+1,197,529	+57%	$1.1M	$3.7M	+$2.5M	2026-05-15
Nantahala Capital Management, LLC	DECREASED	2,506,491	4,378,406	-1,871,915	-43%	$2.3M	$2.8M	+$445.5K	2026-05-15
683 Capital Management, LLC	NEW	2,450,000	—	+2,450,000	—	—	$2.7M	—	2026-05-15
Propel Bio Management, LLC	NEW	2,344,779	—	+2,344,779	—	—	$2.6M	—	2026-05-14
Geode Capital Management, LLC	INCREASED	1,525,769	1,176,285	+349,484	+30%	$627.9K	$1.7M	+$1.1M	2026-05-15
Adage Capital Partners GP, L.L.C.	UNCHANGED	1,398,600	1,398,600	0	0%	$746.4K	$1.6M	+$806.0K	2026-05-15
Susquehanna International Group, LLP	INCREASED	1,028,256	333,829	+694,427	+208%	$178.2K	$1.1M	+$963.2K	2026-05-15
Woodline Partners LP	NEW	967,152	—	+967,152	—	—	$1.1M	—	2026-05-15
BlackRock, Inc.	INCREASED	964,230	717,470	+246,760	+34%	$382.9K	$1.1M	+$687.4K	2026-05-13
Renaissance Technologies LLC	NEW	919,164	—	+919,164	—	—	$1.0M	—	2026-05-14
Ikarian Capital, LLC	UNCHANGED	674,662	674,662	0	0%	$360.1K	$748.9K	+$388.8K	2026-05-15
Jane Street Group, LLC	INCREASED	659,153	286,677	+372,476	+130%	$153.0K	$731.7K	+$578.7K	2026-05-12
State Street Corp	INCREASED	565,645	331,945	+233,700	+70%	$177.2K	$627.9K	+$450.7K	2026-05-15
UBS Group AG	DECREASED	522,797	537,118	-14,321	-3%	$286.8K	$580.3K	+$293.5K	2026-05-05
HRT Financial LP	NEW	493,393	—	+493,393	—	—	$547	—	2026-05-14
Simplify Asset Management Inc.	NEW	438,932	—	+438,932	—	—	$487.2K	—	2026-04-27
Northern Trust Corp	INCREASED	263,328	220,727	+42,601	+19%	$117.8K	$292.3K	+$174.5K	2026-05-14
Hudson Bay Capital Management LP	NEW	213,017	—	+213,017	—	—	$236.4K	—	2026-05-13
LPL Financial LLC	INCREASED	169,300	58,050	+111,250	+192%	$31.0K	$187.9K	+$156.9K	2026-05-06
Omers Administration Corp	NEW	168,300	—	+168,300	—	—	$186.8K	—	2026-05-15
Goldman Sachs Group Inc	NEW	149,770	—	+149,770	—	—	$166.2K	—	2026-05-15
Bank of America Corp	INCREASED	143,867	178	+143,689	+80724%	$95	$159.7K	+$159.6K	2026-05-18
BNP Paribas Financial Markets	INCREASED	121,850	26	+121,824	+468554%	$14	$135.3K	+$135.2K	2026-05-12
Citadel Advisors LLC	DECREASED	114,487	266,806	-152,319	-57%	$142.4K	$127.1K	-$15.3K	2026-05-15
Virtu Financial LLC	NEW	113,366	—	+113,366	—	—	$126	—	2026-05-14
Qube Research & Technologies Ltd	NEW	111,460	—	+111,460	—	—	$123.7K	—	2026-05-15
Strategies Wealth Advisors, LLC	UNCHANGED	100,000	100,000	0	0%	$53.4K	$111.0K	+$57.6K	2026-05-15
HB Wealth Management, LLC	UNCHANGED	91,450	91,450	0	0%	$48.8K	$101.5K	+$52.7K	2026-04-27
MML Investors Services, LLC	NEW	90,630	—	+90,630	—	—	$100.6K	—	2026-05-04
Charles Schwab Investment Management Inc	INCREASED	85,000	25,000	+60,000	+240%	$13.3K	$94.4K	+$81.0K	2026-05-15
Two Sigma Investments, LP	DECREASED	67,186	76,186	-9,000	-12%	$40.7K	$74.6K	+$33.9K	2026-05-15
Cambridge Investment Research Advisors, Inc.	NEW	48,500	—	+48,500	—	—	$54	—	2026-04-30
Brevan Howard Capital Management LP	NEW	45,843	—	+45,843	—	—	$50.9K	—	2026-05-15
Creative Planning	INCREASED	35,022	35,000	+22	+0%	$18.7K	$38.9K	+$20.2K	2026-05-12
Graham Capital Management, L.P.	NEW	33,297	—	+33,297	—	—	$37.0K	—	2026-05-15
Tower Research Capital LLC (TRC)	INCREASED	32,868	3,841	+29,027	+756%	$2.1K	$36.5K	+$34.4K	2026-05-15
XTX Topco Ltd	DECREASED	30,824	225,271	-194,447	-86%	$120.2K	$34.2K	-$86.0K	2026-05-15
Adar1 Capital Management, LLC	NEW	30,000	—	+30,000	—	—	$0	—	2026-05-18
Quadrature Capital Ltd	NEW	29,627	—	+29,627	—	—	$32.9K	—	2026-05-15
Bank of New York Mellon Corp	DECREASED	28,358	30,456	-2,098	-7%	$16.3K	$31.5K	+$15.2K	2026-05-05
Schonfeld Strategic Advisors LLC	NEW	28,300	—	+28,300	—	—	$31.4K	—	2026-05-15
Scientech Research LLC	NEW	26,635	—	+26,635	—	—	$29.6K	—	2026-05-15
CTC Alternative Strategies, Ltd.	NEW	24,390	—	+24,390	—	—	$27.1K	—	2026-05-21
Corient Private Wealth LP	NEW	22,100	—	+22,100	—	—	$24.5K	—	2026-05-15
Lincoln Capital Corp	NEW	20,400	—	+20,400	—	—	$22.6K	—	2026-04-16
Osaic Holdings, Inc.	NEW	20,000	—	+20,000	—	—	$22.2K	—	2026-05-15
AXQ Capital, LP	NEW	18,151	—	+18,151	—	—	$20.1K	—	2026-05-13
Balboa Wealth Partners	UNCHANGED	12,000	12,000	0	0%	$6.4K	$13.3K	+$6.9K	2026-04-16
Baader Bank Aktiengesellschaft	NEW	11,281	—	+11,281	—	—	$8.2K	—	2026-05-08
Commonwealth Equity Services, LLC	NEW	10,360	—	+10,360	—	—	$11.5K	—	2026-04-27
Dynamic Advisor Solutions LLC	UNCHANGED	10,000	10,000	0	0%	$5.3K	$11.1K	+$5.8K	2026-04-08
Crescent Grove Advisors, LLC	UNCHANGED	10,000	10,000	0	0%	$5.3K	$11.1K	+$5.8K	2026-05-06
Private Advisor Group, LLC	UNCHANGED	10,000	10,000	0	0%	$5.3K	$11.1K	+$5.8K	2026-04-27
CWM, LLC	UNCHANGED	8,642	8,642	0	0%	$5	$9.6K	+$9.6K	2026-05-14
SBI Securities Co., Ltd.	INCREASED	3,765	3,605	+160	+4%	$1.9K	$4.2K	+$2.3K	2026-04-28
Royal Bank of Canada	INCREASED	3,005	42	+2,963	+7055%	$0	$3.0K	+$3.0K	2026-05-15
Barclays PLC	INCREASED	2,428	406	+2,022	+498%	$217	$2.7K	+$2.5K	2026-05-15
Group One Trading LLC	NEW	1,702	—	+1,702	—	—	$1.9K	—	2026-05-13
Northwestern Mutual Wealth Management Co	INCREASED	1,505	1,500	+5	+0%	$801	$1.7K	+$870	2026-05-07
Rockefeller Capital Management L.P.	UNCHANGED	1,000	1,000	0	0%	$534	$1.1K	+$576	2026-05-14
Wells Fargo & Company	UNCHANGED	900	900	0	0%	$480	$999	+$519	2026-07-08
FMR LLC	NEW	455	—	+455	—	—	$505	—	2026-05-15
JPMorgan Chase & Co	UNCHANGED	407	407	0	0%	$217	$419	+$202	2026-05-13
SHP Wealth Management	INCREASED	140	50	+90	+180%	$27	$155	+$128	2026-05-08
Smartleaf Asset Management LLC	UNCHANGED	21	21	0	0%	$11	$22	+$11	2026-05-15
Caitong International Asset Management Co., Ltd	NEW	3	—	+3	—	—	$3	—	2026-05-11
Focus Partners Wealth	CLOSED	0	2,622,462	-2,622,462	-100%	$2.3M	$0	-$2.3M	2026-05-15
Marshall Wace, LLP	CLOSED	0	1,019,983	-1,019,983	-100%	$540.6K	$0	-$540.6K	2026-05-15
GSA Capital Partners LLP	CLOSED	0	527,455	-527,455	-100%	$282	$0	-$282	2026-05-08
Squarepoint Ops LLC	CLOSED	0	352,875	-352,875	-100%	$188.3K	$0	-$188.3K	2026-05-15
Connective Capital Management, LLC	CLOSED	0	301,296	-301,296	-100%	$160.8K	$0	-$160.8K	2026-05-13
Seven Fleet Capital Management LP	CLOSED	0	155,223	-155,223	-100%	$82.8K	$0	-$82.8K	2026-06-04
Boothbay Fund Management, LLC	CLOSED	0	130,585	-130,585	-100%	$69.7K	$0	-$69.7K	2026-05-15
Bridgeway Capital Management, LLC	CLOSED	0	40,000	-40,000	-100%	$21.3K	$0	-$21.3K	2026-05-15
Marex Group Ltd	CLOSED	0	32,700	-32,700	-100%	$17.5K	$0	-$17.5K	2026-05-13
StoneX Group Inc.	CLOSED	0	20,540	-20,540	-100%	$11.0K	$0	-$11.0K	2026-05-14
Level Four Advisory Services, LLC	CLOSED	0	10,780	-10,780	-100%	$5.8K	$0	-$5.8K	2026-05-14
PFG Investments, LLC	CLOSED	0	10,500	-10,500	-100%	$5.6K	$0	-$5.6K	2026-04-27
Retirement Planning Group, LLC	CLOSED	0	10,417	-10,417	-100%	$5.6K	$0	-$5.6K	2026-05-04
Addison Advisors LLC	CLOSED	0	5,200	-5,200	-100%	$2.8K	$0	-$2.8K	2026-05-08
Allworth Financial LP	CLOSED	0	842	-842	-100%	$450	$0	-$450	2026-05-15
Caldwell Sutter Capital, Inc.	CLOSED	0	3	-3	-100%	$2	$0	-$2	2026-05-06
Parallel Advisors, LLC	CLOSED	0	2	-2	-100%	$1	$0	-$1	2026-06-03
Vanguard Group Inc	DECREASED	0	5,020,337	-5,020,337	-100%	$2.7M	$0	-$2.7M	2026-05-14

Showing 91 of 91 institutions